SS SPDR S&P 500 ETF Trust-USSPYETF

13F holders, Q2 2026 (June 30)
4,663holders +68
186new positions
115sold out
15famous investors
$742.69avg. 13F price*

At the end of Q2 2026, 4,663 institutions reported holding SS SPDR S&P 500 ETF Trust-US (SPY) in their 13F filings, up 68 from Q1 2026. 186 opened new positions and 115 sold out. The largest holders were JPMorgan Chase & Co. ($35.3B), Jane Street Group, LLC ($33.1B) and Morgan Stanley ($24.1B). 15 famous investors held it, including Joel Greenblatt (19.8% of Gotham Asset Management's portfolio), Ray Dalio (16.3% of Bridgewater Associates's portfolio) and David E. Shaw (6.9% of D. E. Shaw & Co.'s portfolio).

Company
SS SPDR S&P 500 ETF Trust-US
Filed as
STATE STR SPDR S&P 500 ETF T (Q2 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions186$11.1B
Exits115$2.8B

All 13F filers, Q1 2026 → Q2 2026: 97,290,693 shares bought and 60,267,317 shares sold, net +37,023,376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4,663 holders

JPMorgan Chase & Co. 2.06% Add +4.1% 47,650,227 $35.3B
Jane Street Group, LLC 21.27% Add +118.1% 44,258,657 $33.1B
Morgan Stanley 1.28% Reduce -20.3% 32,285,648 $24.1B
Goldman Sachs Group Inc. 2.47% Reduce -13.9% 31,515,905 $23.5B
Bank of America Corp. 1.48% Reduce -4.6% 30,777,198 $23.0B
Susquehanna International Group, LLP 9.68% Add +37.2% 14,608,579 $10.9B
D. E. Shaw & Co. 6.91% Add +1781.7% 14,028,230 $10.5B
Northern Trust Corp. 1.19% Reduce -0.8% 13,734,618 $10.3B
UBS Group AG 1.46% Reduce -0.3% 12,268,155 $9.2B
Wells Fargo & Company 1.56% Add +27.4% 11,997,971 $9.0B
Gotham Asset Management 19.80% Add +26.5% 11,393,386 $8.5B
LPL Financial LLC 1.66% Reduce -0.6% 9,899,502 $7.4B
Royal Bank of Canada 1.16% Add +43.5% 9,162,383 $6.8B
HRT Financial LP 10.17% Add +7.9% 7,452,855 $5.6B
Barclays PLC 1.62% Add +5.3% 6,877,699 $5.1B
Bank of Montreal 1.77% Add +8.1% 6,446,804 $4.8B
Northwestern Mutual Wealth Management Co. 2.49% Add +2.1% 6,238,087 $4.7B
Bridgewater Associates 16.30% Add +21.9% 5,320,308 $4.0B
Millennium Management 2.55% Add +679.7% 4,857,109 $3.6B
Raymond James Financial Inc. 0.94% Add +2.5% 4,642,045 $3.5B
Capula Management Ltd 15.15% Reduce -25.4% 4,595,409 $3.4B
Carronade Capital Management, LP 58.30% New 4,500,000 $3.4B
US Bancorp \de 3.43% Add +0.9% 4,204,899 $3.1B
Lido Advisors, LLC 11.24% Reduce -3.7% 4,174,930 $3.1B
FMR LLC 0.14% Reduce -0.2% 4,159,436 $3.1B
PNC Financial Services Group, Inc. 1.42% Reduce -1.9% 3,829,921 $2.9B
Cresset Asset Management, LLC 10.17% Add +4.7% 3,728,404 $2.8B
Banco Bilbao Vizcaya Argentaria, S.A. 16.26% Reduce -18.0% 3,500,840 $2.6B
Mackenzie Financial Corp. 2.59% Add +1.2% 3,472,617 $2.6B
BNP Paribas Financial Markets 1.26% Add +7.0% 3,190,021 $2.4B
Truist Financial Corp. 2.75% Reduce -2.5% 3,070,445 $2.3B
Clal Insurance Enterprises Holdings Ltd 10.22% Add +51.8% 3,036,296 $2.3B
Creative Planning 1.29% Add +0.2% 2,961,460 $2.2B
Ameriprise Financial Inc. 0.45% Add +1.4% 2,966,528 $2.2B
Rockefeller Capital Management L.P. 3.24% Reduce -4.0% 2,829,298 $2.1B
HighTower Advisors, LLC 1.94% Reduce -3.3% 2,709,844 $2.0B
National Mutual Insurance Federation of Agricultural Cooperatives 12.79% No change 2,617,832 $2.0B
Envestnet Asset Management Inc. 0.46% Add +0.7% 2,603,752 $1.9B
Bank of New York Mellon Corp 0.32% Reduce -2.7% 2,591,117 $1.9B
TD Asset Management Inc 1.60% Reduce -13.2% 2,473,419 $1.8B
Cerity Partners LLC 2.02% Add +5.4% 2,266,287 $1.7B
Focus Partners Wealth 1.69% Reduce -3.0% 2,355,908 $1.6B
BlackRock, Inc. 0.02% Add +5.6% 2,178,833 $1.6B
Pathstone Holdings, LLC 4.69% Reduce -1.1% 2,152,900 $1.6B
Sanders Capital, LLC 1.52% Reduce -30.3% 2,036,906 $1.5B
Cetera Investment Advisers 1.27% Add +3.2% 1,868,568 $1.4B
Blackstone Inc. 4.20% Add +1502.0% 1,703,368 $1.3B
Alphadyne Asset Management LP 57.27% New 1,695,591 $1.3B
State Street Corp. 0.04% Add +3.6% 1,651,575 $1.2B
Stifel Financial Corp. 0.98% Reduce -2.7% 1,584,389 $1.2B
Optiver Holding B.V. 16.55% Add +89065.4% 1,547,020 $1.2B
Bank Julius Baer & Co. Ltd, Zurich 2.99% Add +11.8% 1,555,536 $1.2B
Osaic Holdings, Inc. 1.34% Add +17.6% 1,522,632 $1.1B
Commonwealth Equity Services, LLC 1.39% Reduce -8.3% 1,485,119 $1.1B
Meitav Investment House Ltd. 7.38% Reduce -6.6% 1,468,305 $1.1B
Mariner, LLC 1.12% Reduce -4.8% 1,435,507 $1.1B
Corient Private Wealth LP 1.42% Reduce -11.2% 1,369,947 $1.0B
GTS Securities LLC 21.48% Add +883.8% 1,366,340 $1.0B
Qube Research & Technologies Ltd 1.10% New 1,322,649 $987.7M
Citigroup Inc. 0.45% Reduce -20.9% 1,289,708 $963.1M
Squarepoint Ops LLC 1.84% Add +414.6% 1,252,701 $935.5M
Power Alpha Investment Ltd 93.55% Reduce -1.1% 1,244,951 $929.5M
Norinchukin Bank, The 8.96% No change 1,233,000 $920.8M
BW Gestao de Investimentos Ltda. 22.11% New 1,227,723 $916.8M
Trust Asset Management LLC 56.02% Reduce -0.0% 1,204,074 $899.2M
Manufacturers Life Insurance Company, The 0.71% Reduce -1.0% 1,202,150 $897.7M
MAI Capital Management 3.40% Add +24.6% 1,195,510 $893.0M
Pure Financial Advisors, LLC 11.18% Add +3.2% 1,164,805 $869.8M
Jefferies Financial Group Inc. 8.16% Add +83.1% 1,155,306 $862.7M
Man Group plc 1.59% New 1,146,541 $856.2M
AQR Capital Management 0.30% Add +24.9% 1,144,745 $854.9M
Cibc World Market Inc. 1.39% Reduce -38.6% 1,110,140 $829.0M
Cohen Klingenstein LLC 23.62% Reduce -0.6% 1,104,639 $824.9M
BBR Partners, LLC 37.60% Add +0.6% 1,073,616 $801.7M
Swan Global Investments, LLC 36.57% Add +7.8% 1,072,921 $801.2M
Brown Advisory Inc. 1.24% Add +10.7% 1,072,377 $800.8M
Prudential Financial Inc. 0.86% Add +34.1% 1,051,336 $785.1M
Jones Financial Companies LLLP 0.30% Add +7.9% 1,036,683 $761.2M
NewEdge Advisors, LLC 2.23% Add +65.2% 1,004,114 $749.8M
Hirtle & Co., LLC 25.75% Reduce -1.2% 985,680 $736.1M
Franklin Resources Inc. 0.16% Reduce -3.8% 948,102 $708.0M
SG Americas Securities, LLC 0.40% Reduce -57.4% 929,521 $694.1M
Verition Fund Management LLC 5.27% Add +10.4% 922,630 $689.0M
Valeo Financial Advisors, LLC 14.39% Reduce -1.1% 912,720 $681.6M
Quantinno Capital Management LP 0.81% Add +15.7% 908,399 $678.4M
Itau Unibanco Holding S.A. 12.82% Add +48.6% 871,093 $650.5M
Fifth Third Bancorp 1.05% Reduce -5.9% 866,212 $646.9M
Balyasny Asset Management L.P. 1.22% Add +618.6% 861,737 $643.5M
Mirae Asset Securities (usa) Inc. 28.21% Add +67.3% 848,158 $633.4M
Blair William & Co. 1.65% Add +0.3% 848,034 $633.3M
Freedom Together Foundation 73.00% No change 847,400 $632.8M
Macquarie Group Ltd. 2.73% Reduce -36.8% 847,274 $632.7M
Bank of Nova Scotia 0.95% Add +20.5% 831,415 $620.9M
Circle Wealth Management, LLC 7.75% Reduce -0.5% 826,346 $617.1M
Pine Ridge Advisers LLC 37.75% Reduce -0.0% 819,675 $612.1M
Analyst IMS Investment Management Services Ltd. 14.12% Reduce -5.9% 813,427 $607.4M
Easterly Investment Partners LLC 30.12% Add +12.8% 792,594 $591.9M
Captrust Financial Advisors 0.90% Reduce -0.6% 783,901 $585.4M
TD Waterhouse Canada Inc. 1.51% Add +6.0% 769,996 $574.4M
Sumitomo Mitsui Financial Group, Inc. 10.93% Add +1.5% 767,224 $572.9M
Glenmede Trust Co. NA 2.51% Add +0.9% 760,012 $567.6M
Concentric Capital Strategies, LP 34.67% Reduce -1.8% 754,369 $563.3M
United Capital Financial Advisors, LLC 3.06% Reduce -3.1% 740,299 $553.1M
Jump Financial, LLC 5.29% Add +6210.6% 722,633 $539.6M
Janney Montgomery Scott LLC 1.04% New 717,543 $535.8M
Hackensack Meridian Health, Inc. 35.67% Add +33.1% 707,500 $528.3M
Ieq Capital, LLC 2.42% Reduce -18.7% 701,535 $523.9M
Greenfield FTC, Inc. 71.08% Add +0.6% 699,141 $522.1M
SCS Capital Management LLC 4.90% Reduce -1.0% 694,286 $518.7M
MML Investors Services, LLC 1.05% Add +12.5% 689,893 $515.2M
Cambridge Investment Research Advisors, Inc. 1.15% Add +6.3% 684,105 $510.9M
Texas Treasury Safekeeping Trust Co. 71.48% Reduce -20.6% 662,489 $494.7M
Consolidated Portfolio Review Corp 41.13% Reduce -0.1% 661,244 $493.8M
AIA Group Ltd 6.13% Add +258.2% 652,712 $487.4M
HSBC Holdings PLC 0.23% Add +5.8% 639,752 $478.5M
SummitTX Capital, L.P. 12.62% Reduce -11.5% 640,689 $478.4M
Alliancebernstein L.P. 0.15% Add +6.6% 722,051 $468.6M
Baird Financial Group, Inc. 0.64% Add +0.1% 622,868 $465.1M
Members Trust Co 14.40% Reduce -1.3% 619,474 $462.6M
Trustees of Columbia University in the City of New York 98.73% Reduce -54.8% 618,565 $461.9M
Mizuho Securities USA LLC 7.30% Add +4990.1% 602,971 $450.5M
Insight Wealth Partners, LLC 60.34% Add +23002.8% 601,827 $449.4M
Sun Life Financial Inc. 22.97% Reduce -0.7% 600,571 $448.5M
CANADA LIFE ASSURANCE Co 0.70% Add +38.1% 589,692 $439.6M
AlTi Global, Inc. 8.98% Reduce -0.6% 580,772 $434.6M
AMG National Trust Bank 8.84% Reduce -9.8% 575,530 $429.8M
Wealth Enhancement Advisory Services, LLC 0.71% Add +2.1% 592,442 $423.7M
Pinnacle Financial Partners, Inc. 2.86% Reduce -12.2% 561,289 $419.2M
Natixis 1.98% Reduce -44.7% 560,150 $418.3M
Common Fund for Nonprofit Organizations 38.18% Reduce -0.6% 556,383 $415.5M
LMR Partners LLP 3.72% Add +21.4% 555,734 $415.0M
Arax Advisory Partners 2.75% Add +419.8% 554,053 $413.8M
Private Advisor Group, LLC 1.89% Reduce -3.1% 552,548 $412.6M
Mercer Global Advisors Inc. 0.51% Add +8.8% 550,225 $410.9M
Daido Life Insurance Co. 55.30% No change 544,324 $406.5M
Millburn Ridgefield LLC 7.57% Add +2.1% 535,263 $399.7M
Catalyst Capital Advisors LLC 6.63% Add +2.1% 535,263 $399.7M
Kestra Advisory Services, LLC 1.29% Reduce -3.0% 533,983 $398.8M
Soundwatch Capital LLC 43.19% Reduce -4.2% 521,090 $389.1M
BIP Wealth, LLC 10.66% Add +2.5% 503,321 $375.9M
Wealthspire Advisors, LLC 2.07% Add +13.9% 502,627 $375.3M
Commerce Bank 1.63% Reduce -1.0% 496,436 $370.7M
Davis R M Inc. 5.81% Add +0.6% 492,020 $368.3M
EP Wealth Advisors, LLC 1.38% Add +8.3% 482,806 $360.5M
Passaic Partners LLC 34.36% Reduce -1.0% 481,148 $359.3M
Mizuho Markets Americas LLC 6.42% Add +6.4% 479,831 $358.3M
National Bank of Canada 0.31% Add +21.1% 479,106 $357.6M
HB Wealth Management, LLC 1.98% Add +3.2% 471,257 $351.9M
Thrivent Financial for Lutherans 0.60% Reduce -13.8% 471,060 $351.8M
M&T Bank Corp 1.00% Reduce -3.8% 455,201 $339.9M
Healthcare of Ontario Pension Plan Trust Fund 0.48% Reduce -82.7% 447,362 $334.1M
Citadel Advisors 0.19% Add +25.6% 436,890 $326.3M
Whittier Trust Co. 3.20% Reduce -1.0% 433,705 $325.8M
Jain Global LLC 4.02% Add +108.5% 422,120 $315.2M
Tudor Investment Corporation 1.30% Reduce -62.6% 418,921 $312.8M
Walleye Trading LLC 4.35% New 418,536 $312.6M
Alberta Investment Management Corp 2.00% Add +5.5% 417,745 $312.0M
Envestnet Portfolio Solutions, Inc. 1.49% Add +12.8% 416,956 $311.4M
Foster Dykema Cabot & Partners, LLC 18.06% Reduce -0.4% 415,216 $310.9M
NINE MASTS CAPITAL Ltd 43.49% Add +11322.8% 415,674 $310.4M
Alaska Permanent Capital Management, LLC 20.18% Reduce -0.2% 413,332 $308.8M
Sanctuary Advisors, LLC 1.41% Add +3.4% 407,568 $304.4M
State of Michigan Retirement System 1.35% Add +50.3% 407,152 $304.0M
Petrus Trust Company, LTA 28.39% Add +12.3% 404,272 $301.9M
Jacobi Capital Management LLC 14.72% Reduce -0.7% 403,068 $301.0M
Boussard & Gavaudan Gestion Sas 35.36% — 390,000 $290.8M
Connable Office Inc. 25.26% Reduce -0.6% 384,270 $287.0M
Mutual Advisors, LLC 5.28% Reduce -6.5% 374,687 $279.8M
Shulman DeMeo Asset Management LLC 51.96% Reduce -0.7% 372,247 $278.0M
PBCay One RSC Ltd 16.39% New 368,112 $274.9M
Spear Holdings RSC Ltd 16.39% New 368,112 $274.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.31% Reduce -15.1% 360,431 $269.2M
PPSC Investment Service Corp 16.68% Add +3.2% 353,974 $264.3M
JANA Partners Management, LP 13.46% Reduce -0.2% 342,965 $256.1M
Stratos Wealth Partners, LTD. 2.55% Add +4.0% 336,556 $251.3M
&partners 1.03% Add +9.2% 336,534 $251.3M
Valiant Capital Management, L.P. 15.64% Reduce -2.9% 336,426 $251.2M
Berkshire Money Management, Inc. 22.94% Reduce -1.0% 336,187 $251.1M
CIBC Bancorp USA Inc. 0.31% Add +12.4% 335,892 $250.4M
III Capital Management 65.28% Add +49.2% 333,951 $249.4M
Gladius Capital Management LP 99.67% New 329,751 $246.2M
NorthCoast Asset Management LLC 5.45% Reduce -27.2% 329,739 $246.2M
Steward Partners Investment Advisory, LLC 1.25% Reduce -1.0% 327,041 $244.2M
M Holdings Securities, Inc. 33.40% Add +110.9% 329,216 $244.2M
Sand Hill Global Advisors, LLC 7.27% Reduce -2.6% 323,543 $241.6M
Equitable Holdings, Inc. 1.44% Add +7.7% 322,426 $240.8M
Diametric Capital, LP 25.12% New 316,249 $236.2M
Savant Capital, LLC 0.69% Add +104.7% 335,303 $235.3M
Deutsche Bank AG 0.07% Reduce -16.0% 309,223 $230.9M
Fifth Third Wealth Advisors LLC 6.26% Add +0.0% 299,926 $224.0M
Miller Investment Management, LP 20.31% Add +1.9% 297,731 $222.3M
Spider Management Company, LLC 55.18% Reduce -0.0% 294,239 $219.7M
TD Private Client Wealth LLC 4.00% Reduce -4.0% 291,642 $217.8M
Bessemer Group Inc. 0.30% Add +4.7% 288,529 $215.5M
CV Advisors LLC 40.74% Reduce -0.7% 288,207 $215.2M
Alaska Wealth Advisors, LLC 23.11% Reduce -0.3% 285,753 $213.4M
Evolution Wealth Advisors, LLC 24.68% Add +4.1% 282,543 $211.0M
Brookstone Capital Management 2.11% Reduce -1.6% 281,491 $210.2M
Diversify Advisory Services, LLC 3.53% Add +71318.1% 284,244 $210.1M
Diversify Wealth Management, LLC 3.53% Reduce -12.6% 284,244 $210.1M
Pacific Capital Wealth Advisors, Inc. 31.56% Add +0.1% 280,356 $209.4M
Simon Quick Advisors, LLC 8.43% Add +1.0% 279,510 $208.7M
Keybank National Association 0.69% Reduce -2.1% 278,892 $208.3M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 8.53% Add +12.8% 277,519 $207.8M
NorthRock Partners, LLC 2.96% Reduce -4.1% 273,293 $204.1M
Laurion Capital Management LP 15.21% New 270,000 $201.6M
HighPoint Advisor Group LLC 7.10% Add +10.6% 269,693 $201.4M
Howard Capital Management, LLC 2.39% Reduce -0.0% 268,982 $200.9M
CTC LLC 11.79% New 268,957 $200.8M
Beacon Pointe Advisors, LLC 0.92% Reduce -0.8% 265,392 $198.2M
State of Wyoming 20.03% Add +0.3% 265,295 $198.1M
JMG Financial Group, Ltd. 4.75% Reduce -0.1% 263,441 $196.7M
Peavine Capital, LLC 41.44% Reduce -7.7% 261,687 $195.4M
Tiaa-Cref Individual & Institutional Services, LLC 0.66% Reduce -0.5% 256,923 $191.9M
Scotia Capital Inc. 0.70% Add +1.0% 251,166 $187.6M
Hollencrest Capital Management 12.26% Reduce -6.1% 250,136 $186.8M
Naman Capital Ltda 57.22% Add +35.7% 247,568 $184.9M
1ST Source Bank 8.34% Add +4.5% 246,438 $184.0M
Senator Investment Group LP 6.70% Add +8100.0% 246,000 $183.7M
Neuberger Berman Group LLC 0.12% Add +2.1% 245,690 $183.5M
Greenwich Wealth Management LLC 6.68% Reduce -29.0% 245,229 $183.1M
Brown Brothers Harriman & Co. 0.79% Reduce -7.0% 239,762 $179.0M
Citizens Financial Group Inc. 2.16% Add +6.6% 239,732 $179.0M
Aristotle Capital Management, LLC 0.37% Add +33.0% 238,972 $178.5M
Bollard Group LLC 5.42% Add +26627.1% 238,673 $178.2M
Main Management LLC 11.96% Reduce -0.9% 238,454 $178.1M
Conservest Capital Advisors, Inc. 14.04% Reduce -1.4% 236,351 $176.5M
Concurrent Investment Advisors, LLC 1.50% Add +23.3% 234,947 $175.5M
Tower Research Capital LLC (TRC) 4.27% Add +331.0% 233,359 $174.3M
Wealthfront Advisers LLC 0.33% Reduce -4.7% 232,989 $174.0M
Vontobel Holding Ltd. 0.58% Add +0.4% 231,528 $172.9M
Millbank Dartmoor Portsmouth LLC 97.73% No change 229,402 $171.7M
Ballentine Partners, LLC 2.07% Reduce -0.2% 227,359 $169.8M
White Mountains Insurance Group Ltd. 42.97% No change 226,500 $169.1M
Credit Agricole S A 0.43% Reduce -4.8% 226,013 $168.8M
NewEdge Wealth, LLC 1.70% Reduce -3.8% 225,123 $168.1M
Integrated Wealth Concepts LLC 1.10% Reduce -2.0% 224,304 $167.5M
Gould Asset Management LLC 26.27% Reduce -0.0% 223,301 $166.8M
Guggenheim Capital LLC 1.07% Add +49.7% 222,481 $166.1M
Div Capital Phoenix Assets Ltd 28.31% No change 221,070 $165.1M
Sageworth Trust Co 6.48% Reduce -3.8% 220,218 $164.5M
Blue Bell Private Wealth Management, LLC 20.42% Add +1.0% 219,334 $163.8M
Renaissance Technologies 0.23% New 219,040 $163.6M
MBL Wealth, LLC 11.07% Reduce -0.4% 216,949 $162.0M
Little Harbor Advisors, LLC 79.53% Add +0.6% 216,634 $161.8M
Peapack Gladstone Financial Corp. 1.85% Reduce -0.5% 215,127 $160.7M
Silicon Valley Capital Partners 12.98% Add +1.3% 214,476 $160.2M
Whittier Trust Co. of Nevada Inc. 2.98% Reduce -2.7% 213,059 $159.3M
Benin Management CORP 32.03% Reduce -0.8% 211,839 $158.2M
CI Investments Inc. 0.51% Add +58.7% 211,623 $158.0M
Alesco Advisors, LLC, An ESL Co 3.61% Reduce -0.9% 210,866 $157.5M
Banco Santander, S.A. 0.98% Reduce -10.6% 210,516 $157.2M
Saudi Central Bank 2.05% No change 210,000 $156.5M
Welch Capital Partners LLC 30.35% Reduce 0.0% 207,396 $154.9M
Hills Bank & Trust Co 6.59% Reduce -1.9% 207,251 $154.8M
Bleakley Financial Group, LLC 1.96% Add +5.4% 206,307 $154.1M
Clearstead Advisors, LLC 1.45% Reduce -18.7% 205,100 $153.2M
Bailard, Inc. 3.11% Add +1.5% 204,448 $152.7M
Kapitalo Investimentos Ltda 11.80% New 201,260 $150.3M
Allen Investment Management, LLC 1.76% Add +7.0% 198,237 $148.0M
Bank of Hawaii 7.22% Reduce -0.3% 196,101 $146.4M
Park Avenue Securities LLC 0.90% New 192,295 $143.6M
Pinnacle Associates Ltd. 1.56% Add +0.5% 191,109 $142.7M
Taiyo Life Insurance Co. 13.03% No change 191,000 $142.6M
MetLife Investment Management, LLC 0.64% Reduce -37.1% 189,780 $141.7M
Cullen/Frost Bankers, Inc. 1.39% Add +4.4% 188,706 $140.9M
Walleye Capital LLC 0.73% Reduce -88.5% 188,548 $140.8M
Mio Partners, Inc. 100.00% Add +120.0% 186,911 $139.6M
Old National Bancorp 2.75% Reduce -41.1% 185,212 $138.3M
Advisory Services Network, LLC 1.58% Reduce -1.8% 185,020 $138.2M
Teramo Advisors, LLC 33.72% Reduce -31.5% 185,000 $138.2M
Metropolitan Life Insurance Co 38.56% Reduce -1.1% 184,574 $137.8M
Allworth Financial LP 0.58% Reduce -3.7% 183,628 $137.1M
Dow Chemical Co. 59.94% Reduce -42.4% 183,371 $136.9M
Moneta Group Investment Advisors LLC 1.01% Reduce -0.1% 182,296 $136.1M
O'shaughnessy Asset Management, LLC 0.63% Add +1.3% 180,784 $135.0M
Geneos Wealth Management Inc. 2.73% Reduce -7.3% 179,069 $133.7M
DT Investment Partners, LLC 9.93% Reduce -1.6% 178,274 $133.1M
Csenge Advisory Group 5.39% Add +0.3% 177,587 $132.6M
Diversified Trust Co. 2.13% Reduce -2.6% 177,563 $132.6M
Dimension Capital Management LLC 15.54% Add +1.2% 177,291 $132.4M
Ritholtz Wealth Management 1.97% Add +301.9% 176,908 $132.1M
GenTrust, LLC 5.06% Reduce -0.8% 176,109 $131.7M
Benjamin Joseph Floyd Dba Floyd Capital Management 100.00% Add +1067.0% 176,101 $131.5M
Modern Wealth Management, LLC 1.56% Add +165.6% 174,761 $130.5M
Pacific Wealth Management 57.84% Add +4.1% 174,694 $130.5M
National Philanthropic Trust 1.89% Add +4.0% 174,645 $130.4M
Montag A & Associates Inc. 5.49% Reduce -2.9% 173,415 $129.8M
Moment Partners, LLC 23.39% Add +4.2% 173,384 $129.8M
Toronto Dominion Bank 0.22% Reduce -85.5% 173,182 $129.3M
TLWM 20.81% Reduce -0.7% 171,390 $128.0M
Trans-Canada Capital Inc. 7.10% Reduce -0.0% 170,562 $127.7M
Insigneo Advisory Services, LLC 4.79% Add +37.2% 170,726 $127.5M
Atria Investments, Inc 1.27% Add +43.8% 170,306 $127.2M
North Horizon Holdings Inc. 100.00% Add +0.4% 169,775 $126.8M
Stephens Inc. 1.40% Add +0.5% 167,417 $125.0M
Marest Capital, LLC 62.17% Add +1.5% 167,232 $124.9M
Phoenix Financial Ltd. 0.84% Add +78.7% 165,032 $123.3M
Waverly Advisors, LLC 0.71% Reduce -9.9% 164,845 $123.1M
Manchester Capital Management LLC 15.87% Reduce -0.3% 163,294 $121.9M
Southern Farm Bureau Life Insurance 11.57% No change 161,923 $121.0M
CSM Advisors, LLC 2.58% Add +24.9% 161,730 $120.8M
Consolidated Investment Group LLC 10.47% No change 161,305 $120.5M
Capital Fund Management S.A. 0.86% New 161,180 $120.4M
Glenview Trust Co 1.66% Reduce -0.3% 160,908 $120.2M
Sequoia Financial Advisors, LLC 0.60% Add +1.2% 160,362 $119.8M
Select Asset Management & Trust 34.12% Reduce -5.7% 158,695 $118.5M
Brandywine Trust Co. 18.90% Add +1.0% 157,095 $117.3M
Activest Wealth Management 22.52% Reduce -8.9% 156,104 $116.6M
Eastern Bank 1.78% Reduce -2.1% 155,477 $116.1M
Freestone Capital Holdings, LLC 3.02% Add +8.9% 155,271 $116.0M
Bradley Foster & Sargent Inc. 1.62% Add +1.6% 153,569 $114.7M
AE Wealth Management LLC 0.53% Add +61.5% 153,567 $114.6M
Prime Capital Investment Advisors, LLC 1.10% Reduce -3.7% 151,678 $113.3M
Summit Financial, LLC 1.24% Add +1.8% 151,265 $113.2M
Pine Valley Investments Ltd Liability Co 4.78% Add +5.8% 150,229 $112.4M
Strategic Point Investment Advisors, LLC 14.59% Reduce -0.3% 149,939 $112.0M
DRW Securities, LLC 6.68% Reduce -16.0% 149,849 $111.9M
Jordan Park Group LLC 5.67% Reduce -2.2% 149,817 $111.9M
Rwa Wealth Partners, LLC 1.06% Add +11.2% 165,670 $110.7M
V2 Financial group LLC 41.17% Add +2.2% 147,986 $110.5M
RBF Capital, LLC 4.58% No change 146,300 $109.3M
MCF Advisors LLC 3.89% Reduce -1.6% 145,668 $109.0M
Howard Capital Management Group, LLC 6.65% Reduce -1.8% 145,761 $108.8M
Johnson Investment Counsel Inc. 0.79% Add +8.7% 144,918 $108.2M
Jabodon PT Co. 10.52% Add +0.3% 143,514 $107.2M
Choreo, LLC 1.18% Add +1.0% 375,074 $107.1M
Serenus Wealth Advisors, LLC 18.68% Reduce -0.3% 143,317 $107.0M
Hudson Bay Capital Management LP 0.56% Reduce -43.6% 143,000 $106.8M
Rising Stella Capital Pte. Ltd 42.82% Add +0.2% 142,781 $106.6M
New York Life Insurance Co. 20.19% No change 142,522 $106.4M
Sentinel Pension Advisors, LLC 13.95% Reduce -0.0% 143,086 $106.4M
Elo Mutual Pension Insurance Co 1.36% New 141,800 $105.9M
Bank Hapoalim BM 7.26% Add +30.8% 141,384 $105.6M
Beacon Capital Management, LLC 15.40% Reduce -15.6% 140,753 $105.1M
Banque Pictet & Cie SA 1.05% Add +4.4% 136,746 $102.1M
Karnit Road Accident Victims Compensation Fund 57.96% Reduce -10.1% 136,578 $102.0M
Joel Isaacson & Co., LLC 2.93% Add +1.2% 135,617 $101.3M
Farther Finance Advisors, LLC 0.79% Add +27.6% 135,693 $101.3M
Urban Financial Advisory Corp 27.83% Reduce -0.6% 135,251 $101.0M
Krane Funds Advisors LLC 3.58% Add +11.7% 135,100 $100.9M
Schusterman Interests, LLC 26.10% No change 133,977 $100.1M
Webster Bank, N. A. 8.62% Reduce -2.1% 132,931 $99.3M
Total Investment Management Inc. 10.45% Reduce -3.6% 132,736 $99.2M
Berkeley Capital Partners, LLC 20.40% Add +1.6% 132,746 $99.1M
Busey Bank 2.40% Add +1.1% 132,734 $99.1M
Bokf, NA 1.36% Reduce -0.2% 131,628 $98.3M
Mesirow Financial Investment Management, Inc. 1.54% Add +1.0% 131,037 $97.9M
ADAR1 Capital Management, LLC 4.56% Add +70.0% 129,087 $96.4M
Tucker Asset Management LLC 23.62% Add +14.7% 128,059 $95.6M
Atticus Wealth Management, LLC 22.70% Reduce -2.3% 127,732 $95.4M
SteelPeak Wealth, LLC 2.50% Reduce -15.0% 127,281 $95.3M
Beacon Capital Management, Inc. 5.76% Reduce -6.7% 127,439 $95.2M
Ramsey Quantitative Systems 85.02% Reduce -7.5% 127,043 $94.9M
Independence Bank of Kentucky 10.68% Reduce -2.8% 126,901 $94.8M
Oppenheimer & Co. Inc. 1.01% Add +5.2% 126,855 $94.7M
J.W. Cole Advisors, Inc. 1.61% Reduce -0.6% 125,871 $94.0M
Stratos Wealth Advisors, LLC 5.16% Add +14.2% 125,400 $93.6M
TCW Group Inc. 0.63% Add +0.2% 124,933 $93.3M
Gainplan LLC 36.68% Add +774.0% 124,662 $93.1M
Midwest Trust Co 1.05% Reduce -1.4% 123,646 $92.3M
Granger Management LLC 28.49% No change 122,830 $92.0M
Tang Capital Management LLC 4.19% Reduce -26.8% 123,000 $91.9M
First Western Trust Bank 4.48% Reduce -1.2% 122,949 $91.8M
Fiera Capital Corp 0.33% Reduce -12.1% 122,791 $91.7M
Cornerstone Wealth Group, LLC 5.44% Reduce -0.9% 122,433 $91.4M
Turtle Creek Wealth Advisors, LLC 4.78% Add +409.9% 121,496 $90.5M
IFG Advisors, LLC 12.47% Add +0.6% 121,150 $90.5M
Portland Global Advisors LLC 8.58% Reduce -1.1% 120,983 $90.3M
Curi Capital, LLC 1.40% Add +0.8% 120,637 $90.3M
Kestra Private Wealth Services, LLC 0.98% Reduce -2.7% 119,662 $89.4M
Capital Advisors, Ltd. LLC 9.01% Add +1.0% 119,607 $89.3M
Belpointe Asset Management LLC 2.91% Reduce -26.6% 119,286 $89.1M
Headland Capital, LLC 21.93% Add +2.3% 119,098 $88.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -9.7% 118,970 $88.8M
CIBC Asset Management Inc 0.19% Reduce -21.9% 118,053 $88.2M
Kirkwood Financial Services 25.18% Add +3.1% 117,959 $88.1M
James J. Burns & Company, LLC 9.54% Add +65.7% 117,953 $88.1M
Allianz SE 0.92% Add +38.7% 116,978 $87.4M
Evercore Wealth Management, LLC 1.23% Add +0.5% 116,201 $86.8M
Sumitomo Mitsui Trust Group, Inc. 0.05% New 116,185 $86.8M
Nuveen, LLC 0.02% Add +369.0% 117,030 $86.5M
Haverford Trust Co 0.74% Reduce -1.1% 115,343 $86.1M
Dakota Wealth Management 1.65% Add +1.0% 115,312 $86.1M
Amundi 0.02% Reduce -8.8% 114,966 $85.9M
Klingman & Associates, LLC 3.65% Reduce -0.4% 114,856 $85.8M
Mirae Asset Global Investments Co., Ltd. 0.16% Reduce -38.0% 114,820 $85.7M
Public Sector Pension Investment Board 0.22% Reduce -16.8% 114,567 $85.6M
Venture Visionary Partners LLC 2.38% Add +0.5% 114,375 $85.4M
Liberty Mutual Group Asset Management Inc. 7.31% Add +114.3% 112,093 $83.7M
Aptus Capital Advisors, LLC 0.60% Add +11.2% 110,759 $82.7M
Eos Management, L.P. 32.77% No change 110,736 $82.7M
Foundations Investment Advisors, LLC 0.84% Reduce -11.9% 109,293 $81.6M
Kentucky Farm Bureau Mutual Insurance Co 22.59% No change 109,000 $81.4M
Lepercq De Neuflize Asset Management LLC 51.84% No change 108,716 $81.2M
Financiere des Professionnels - Fonds d'investissement inc. 4.57% Reduce -7.8% 108,498 $81.0M
Lavaca Capital LLC 8.44% Reduce -0.4% 108,439 $81.0M
NTV Asset Management LLC 7.90% Reduce -0.9% 108,042 $80.7M
Keystone Financial Group 4.79% Reduce -7.0% 107,838 $80.5M
Independent Financial Group, LLC 1.51% Add +1.6% 107,744 $80.5M
Natixis Advisors, LLC 0.09% Reduce -4.5% 107,421 $80.2M
Bawa N Mallick Trust 25.95% No change 107,400 $80.2M
First Horizon Corp. 3.08% Reduce -0.3% 107,081 $80.0M
Canada Post Corp Registered Pension Plan 2.78% Add +8.6% 106,914 $79.8M
Azarias Capital Management, L.P. 34.59% No change 106,461 $79.5M
Silvercrest Asset Management Group LLC 0.52% Add +52.4% 105,900 $79.1M
WASHINGTON TRUST Co 2.43% Reduce -47.2% 104,729 $78.2M
Alvarez & Marsal Private Wealth Partners, LLC 10.31% No change 104,447 $78.2M
Crewe Advisors LLC 5.66% Add +4.3% 104,579 $78.1M
Polar Asset Management Partners Inc. 1.88% New 104,280 $77.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.14% Add +7.8% 103,930 $77.6M
OMERS ADMINISTRATION Corp 0.46% No change 103,835 $77.5M
Novare Capital Management LLC 5.50% Reduce -0.7% 103,742 $77.5M
XP Advisory US, Inc. 42.34% — 103,510 $77.3M
Atlantic Union Bankshares Corp 1.29% Reduce -11.0% 103,358 $77.2M
Capital Management Associates, Inc 15.47% Reduce -0.6% 103,045 $77.0M
Harbour Investments, Inc. 1.03% Add +5.6% 102,680 $76.7M
Dynasty Wealth Management, LLC 0.57% Add +1.2% 102,619 $76.6M
Meridian Wealth Management, LLC 2.37% Add +1.5% 102,346 $76.4M
New England Asset Management Inc. 9.11% No change 101,954 $76.1M
Fort Point Capital Partners LLC 8.12% Add +2.2% 101,566 $76.0M
Shepherd Financial Partners LLC 6.23% Reduce -0.1% 101,597 $75.9M
Capstone Investment Advisors, LLC 0.69% Reduce -82.9% 101,328 $75.7M
Retirement Planning Group, LLC 1.92% Add +78.6% 101,168 $75.5M
Conning Inc. 2.35% Reduce -1.1% 101,038 $75.5M
Chevy Chase Trust Holdings, LLC 0.19% Add +2.3% 100,799 $75.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.06% Reduce -14.6% 100,795 $75.3M
Global Retirement Partners, LLC 1.15% — 100,663 $75.2M
CreativeOne Wealth, LLC 1.62% Reduce -1.0% 100,248 $74.9M
1832 Asset Management L.P. 0.09% Add +71.8% 99,829 $74.5M
Ameritas Advisory Services, LLC 1.51% Add +117.4% 99,725 $74.5M
Proficio Capital Partners LLC 2.68% Add +53.7% 99,708 $74.5M
Prospera Financial Services Inc 1.08% Add +6.9% 99,549 $74.4M
Regions Financial Corp. 0.44% Reduce -4.1% 99,076 $74.0M
All Terrain Financial Advisors, LLC 15.48% Add +4.2% 98,649 $73.7M
LGL Partners, LLC 26.94% Add +0.4% 98,619 $73.6M
Black Swift Group, LLC 10.63% Add +18.2% 98,457 $73.5M
Old Mission Capital LLC 1.87% Reduce -81.2% 98,160 $73.3M
West Financial Advisors, LLC 11.05% Add +0.5% 97,397 $72.7M
Fidelis Capital Partners, LLC 4.15% Add +29.6% 96,552 $72.1M
D.A. Davidson & Co. 0.40% Reduce -5.0% 96,396 $72.0M
Performa Ltd (US), LLC 11.60% Add +18.1% 96,297 $71.9M
Modera Wealth Management, LLC 0.77% Add +0.5% 96,183 $71.8M
QVT Financial LP 4.66% Add +1940.8% 95,837 $71.6M
Arkadios Wealth Advisors 1.10% Add +15.2% 95,475 $71.3M
Ayalon Insurance Comp Ltd. 8.68% Add +73.2% 94,540 $70.7M
Matauro, LLC 9.30% Add +1.7% 94,180 $70.3M
Choate Investment Advisors 1.24% Add +2.1% 94,139 $70.3M
Commonwealth Financial Services, LLC 9.44% Add +22.4% 94,048 $70.2M
Cynosure Group, LLC 10.53% Reduce -15.2% 194,225 $70.1M
Attessa Capital LLC 31.40% Add +6.3% 93,729 $70.0M
Banco BTG Pactual S.A. 9.30% Add +33.7% 93,600 $69.9M
Thor Trading Advisors, LLC 21.90% Reduce -33.4% 93,471 $69.8M
Capital Advisors Inc. 1.02% Add +39.4% 93,111 $69.5M
Composition Wealth, LLC 0.81% Add +30.8% 92,545 $69.1M
Integrated Advisors Network LLC 3.17% Add +3.5% 92,353 $69.0M
Federation des caisses Desjardins du Quebec 0.21% Reduce -7.3% 92,125 $68.8M
Wellington Management Group LLP 0.01% Reduce -31.3% 92,121 $68.8M
Westshore Wealth, LLC 21.26% Reduce -0.7% 91,690 $68.5M
Holocene Advisors, LP 0.16% Reduce -3.3% 90,987 $67.9M
Perigon Wealth Management, LLC 1.07% Add +0.3% 90,727 $67.8M
Summit Trail Advisors, LLC 0.85% Add +1.0% 90,708 $67.7M
First Financial Bank - Trust Division 4.79% Reduce -1.4% 89,927 $67.2M
Sapient Capital LLC 0.88% Reduce -4.3% 89,403 $66.9M
Granby Capital Management, LLC 34.87% No change 89,500 $66.8M
IFG Advisory, LLC 2.33% Add +67409.1% 89,112 $66.5M
Klingenstein Fields & Co. LP 2.32% Reduce -3.9% 88,856 $66.4M
Exchange Traded Concepts, LLC 0.33% Add +449.5% 88,156 $65.8M
Cerity Partners Retirement Plan Advisors LLC 27.45% Reduce -0.4% 88,678 $65.7M
Reicon Wealth Advisors, LLC 40.99% Add +1.2% 87,915 $65.7M
Legacy Wealth Management, LLC / MS 16.76% Reduce -0.3% 87,441 $65.3M
Wealthcare Advisory Partners LLC 1.24% Reduce -48.3% 87,230 $65.1M
Sowell Financial Services LLC 2.11% Reduce -2.3% 86,438 $64.5M
Sjbenen Advisory, LLC 38.23% Add +37.3% 86,012 $64.2M
CenterStar Asset Management, LLC 49.68% Add +211.3% 85,734 $64.1M
Parker Investment Management, LLC 7.72% Add +944.0% 85,475 $63.8M
Apella Capital, LLC 0.90% Reduce -3.0% 85,001 $63.6M
Kingswood Wealth Advisors, LLC 2.56% Add +2.3% 84,867 $63.4M
4Thought Financial Group Inc. 29.65% Reduce -5.9% 84,481 $63.1M
Merit Financial Group, LLC 0.39% Add +5.9% 84,047 $62.8M
Aua Capital Management, LLC 29.02% Reduce -0.5% 83,848 $62.6M
Northwest & Ethical Investments L.P. 1.46% Add +5.5% 83,830 $62.6M
Vanguard National Trust Co 3.41% Reduce -3.6% 83,793 $62.6M
Wilmington Savings Fund Society, FSB 1.39% Add +4.3% 83,507 $62.4M
Cumberland Advisors Inc. 21.94% Reduce -7.3% 83,393 $62.3M
Chicago Partners Investment Group LLC 1.25% Add +7.9% 84,325 $62.2M
Lazard Freres Gestion S.A.S. 1.07% Add +16.7% 82,908 $61.9M
McAlister, Sweet & Associates, Inc. 33.02% Add +12.1% 82,741 $61.8M
Bluespring Wealth Management, LLC 1.19% Add +33.7% 82,644 $61.7M
Dean, Jacobson Financial Services, LLC 33.75% Reduce -0.6% 82,128 $61.3M
Waldron Private Wealth LLC 2.12% Reduce -2.0% 82,041 $61.3M
Nicholas Hoffman & Company, LLC. 1.29% Reduce -0.3% 81,884 $61.1M
IHT Wealth Management, LLC 1.30% New 81,635 $61.0M
Laird Norton Wetherby Trust Company, LLC 1.17% Reduce -0.3% 81,364 $60.9M
Lifestyle Asset Management, Inc. 16.34% Add +30.2% 81,416 $60.8M
Vise Technologies, Inc. 0.69% Add +154.8% 81,346 $60.7M
Edmond DE Rothschild Holding S.A. 0.80% Reduce -2.0% 80,887 $60.4M
Unifi Asset Management LP 42.42% Reduce -23.1% 80,674 $60.2M
Sigma Planning Corp 1.52% Reduce -6.3% 80,585 $60.2M
Becker Capital Management Inc. 1.62% Reduce -1.4% 80,324 $60.1M
King Wealth Management Group 6.57% Reduce -1.0% 80,417 $60.1M
Potentia Wealth 24.53% Reduce -5.6% 80,224 $59.9M
Caprock Group, LLC 1.15% Add +3.1% 79,972 $59.9M
LuminArx Capital Management LP 35.69% Add +255.6% 80,000 $59.7M
Signaturefd, LLC 0.80% Add +2.6% 79,699 $59.5M
Aspen Grove Capital, LLC 8.54% Add +0.1% 79,367 $59.3M
Prairie Advisory, LLC 14.24% — 79,367 $59.3M
Generali Investments CEE, investicni spolecnost, a.s. 2.81% No change 79,130 $59.1M
Maven Securities LTD 4.13% Reduce -69.4% 79,000 $59.0M
First National Trust Co 2.00% Add +1.3% 78,989 $59.0M
Hengehold Capital Management LLC 4.52% Add +5.1% 78,058 $58.3M
Advisor Resource Council 19.41% Add +1.3% 77,643 $58.2M
Westwood Holdings Group Inc. 0.44% Add +52.1% 77,766 $58.1M
Seal Cove Capital, LLC 44.44% Reduce -1.1% 77,627 $58.0M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 31.95% Add +580.0% 200,652 $57.8M
Valor Advisors LLC 42.43% Reduce -4.1% 77,076 $57.6M
Flputnam Investment Management Co. 0.68% Add +0.1% 76,886 $57.4M
IFP Advisors, Inc 1.04% Reduce -13.4% 76,832 $57.4M
Kaleidoscope Capital LP 21.18% Add +0.3% 76,754 $57.3M
Galilei Investment Office LLP 26.29% No change 76,730 $57.3M
Mariner Investment Group LLC 21.31% New 76,475 $57.1M
Great Valley Advisor Group, Inc. 0.90% Add +5.6% 76,464 $57.1M
Oppenheimer Asset Management Inc. 0.59% Reduce -2.5% 75,845 $56.6M
Arvest Bank Trust Division 2.74% Reduce -3.6% 75,238 $56.2M
Rathbones Group PLC 0.20% Add +0.4% 74,464 $55.6M
VestGen Advisors, LLC 1.63% Reduce -15.3% 74,123 $55.4M
Hobart Private Capital, LLC 9.50% Add +47.1% 74,119 $55.3M
Elevation Point Wealth Partners, LLC 1.03% New 73,906 $55.3M
Arkos Global Advisors 6.54% Reduce -0.4% 73,993 $55.3M
Gladstone Institutional Advisory LLC 1.73% Reduce -0.9% 73,288 $54.7M
Limestone Investment Advisors LP 27.36% Add +645.2% 73,026 $54.5M
Union Bancaire Privee, UBP SA 0.60% Add +4.0% 71,685 $54.5M
Systematic Alpha Investments, LLC 1.46% No change 72,970 $54.5M
IPG Investment Advisors LLC 7.83% Add +0.6% 72,944 $54.5M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 6.72% Add +17.4% 72,645 $54.4M
Addison Capital Co 8.90% Add +3.6% 72,741 $54.3M
Frank, Rimerman Advisors LLC 3.07% Reduce -0.9% 72,620 $54.2M
Midwest Professional Planners, LTD. 10.60% Add +6.8% 72,460 $54.1M
Element Pointe Advisors, LLC 8.69% No change 72,251 $54.0M
Mission Wealth Management, LP 0.67% Add +28.2% 72,160 $53.9M
Flagship Harbor Advisors, LLC 2.06% Add +3.8% 71,935 $53.7M
Robertson Stephens Wealth Management, LLC 1.32% Reduce -0.7% 71,366 $53.4M
Financial Solutions Advisory Group, Inc. 6.75% Reduce -2.1% 71,068 $53.4M
George Kaiser Family Foundation 5.13% Add +80.6% 71,473 $53.4M
Prescott Group Capital Management, L.L.C. 4.61% Add +80.6% 71,473 $53.4M
Golden State Wealth Management, LLC 4.86% Reduce -0.4% 71,388 $53.3M
Purpose Unlimited Inc. 2.05% Reduce -0.6% 71,256 $53.2M
Stock Yards Bank & Trust Co. 1.52% Reduce -21.0% 71,199 $53.2M
MSA Advisors, LLC 13.61% Reduce -7.7% 70,798 $52.9M
Vestmark Advisory Solutions, Inc. 0.50% Reduce -6.9% 70,602 $52.7M
Tyche Wealth Partners LLC 7.38% Add +4.6% 70,359 $52.5M
Schonfeld Strategic Advisors LLC 0.28% Reduce -78.5% 70,040 $52.3M
Archon Partners LLC 5.58% No change 70,000 $52.3M
Seven Post Investment Office LP 14.82% Add +0.1% 69,908 $52.2M
Greenhouse Wealth Management, LLC 36.69% Reduce -20.5% 69,963 $52.2M
71 West Capital Partners 1.80% Add +21.0% 69,822 $52.1M
Fifth Third Securities, Inc. 2.96% Reduce -7.0% 69,443 $51.9M
Kera Capital Partners, Inc. 4.98% Add +3.4% 69,318 $51.8M
Allie Family Office LLC 19.18% Add +189.5% 207,400 $51.6M
Simmons Bank 2.93% Reduce -3.9% 68,823 $51.4M
Clear Harbor Asset Management, LLC 3.21% Add +0.4% 68,749 $51.3M
Socha Financial Group, LLC 20.87% Add +2.6% 68,726 $51.3M
Embree Financial Group 5.08% Reduce -8.1% 67,952 $50.7M
Bleichroeder LP 9.07% No change 67,645 $50.5M
Scharf Investments, LLC 1.66% Reduce -20.0% 67,398 $50.3M
Crestwood Advisors Group, LLC 0.75% Add +9.5% 67,367 $50.3M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -34.8% 67,061 $50.1M
World Investment Advisors 0.83% Reduce -2.7% 74,539 $49.9M
Inscription Capital, LLC 4.42% Add +0.4% 66,785 $49.9M
Fsa Wealth Partners, Inc. 12.46% Add +48.0% 66,632 $49.8M
Benjamin Edwards Inc. 0.45% Reduce -0.8% 66,463 $49.6M
Wallace Hart LLC 30.92% Add +4.0% 66,258 $49.5M
Verger Capital Management LLC 14.49% Reduce -1.0% 66,221 $49.5M
Pitcairn Wealth Advisors LLC 5.40% Reduce -0.2% 66,043 $49.3M
Thoma Capital Management LLC 26.23% Add +0.5% 65,874 $49.2M
Lutz Financial Services LLC 3.00% Reduce -0.5% 65,867 $49.2M
Washington Growth Strategies LLC 27.19% Reduce -0.3% 65,588 $49.0M
Seven Bridges Advisors LLC 23.57% — 65,461 $48.9M
Atlantic Private Wealth, LLC 29.94% Reduce -1.1% 65,419 $48.9M
Virtue Capital Management, LLC 6.50% Add +18.6% 65,000 $48.7M
Eagle Capital Management LLC 0.15% Add +129.9% 65,042 $48.6M
ZEGA Investments, LLC 8.07% Reduce -9.2% 64,796 $48.4M
North Star Investment Management Corp. 2.63% Reduce -0.1% 64,572 $48.2M
Wilkerson Advisory Group LLC 14.60% Add +1.9% 63,652 $47.5M
Barings LLC 0.88% Reduce -18.4% 63,642 $47.5M
Capital Wealth Planning, LLC 0.24% Add +2.8% 63,571 $47.5M
Canandaigua National Bank & Trust Co. 3.99% — 63,366 $47.3M
Curtis Advisory Group, LLC 9.19% Reduce -0.1% 63,354 $47.3M
Blueshift Asset Management, LLC 10.95% Add +411.1% 63,311 $47.3M
Avestar Capital, LLC 2.79% Add +16.9% 63,237 $47.2M
Angeles Wealth Management, LLC 2.16% Add +997.8% 606,525 $47.2M
Mgo One Seven LLC 0.78% Add +0.9% 63,052 $47.1M
Kozak & Associates, Inc. 8.16% Reduce -4.2% 63,062 $47.0M
Beacon Bank & Trust 8.94% Reduce -3.9% 62,762 $46.9M
First Nebraska Trust Co 3.78% Reduce -2.1% 62,666 $46.8M
Collaborative Capital Advisors LLC 29.44% — 62,277 $46.6M
Caldwell Trust Co 3.77% Reduce -0.3% 62,426 $46.6M
Ashton Thomas Private Wealth, LLC 0.97% Reduce -5.9% 74,317 $46.6M
Summit Securities Group LLC 9.01% Add +445.7% 62,300 $46.5M
Kovack Advisors, Inc. 2.23% Add +2.9% 62,066 $46.3M
Washburn Capital Management, Inc. 22.77% Reduce -1.4% 61,938 $46.3M
Tiller Private Wealth, Inc. 14.48% Add +0.8% 61,906 $46.2M
Brighton Jones LLC 0.86% Add +1.5% 61,823 $46.2M
Apollon Wealth Management, LLC 0.56% Add +5.6% 61,712 $46.1M
Chesley Taft & Associates LLC 1.79% Reduce -1.6% 61,466 $45.9M
Axxcess Wealth Management, LLC 0.73% Reduce -4.4% 61,460 $45.9M
Woodard & Co. Asset Management Group Inc. 6.61% Reduce -2.5% 61,350 $45.8M
OneDigital Investment Advisors LLC 0.39% Add +5.8% 61,065 $45.6M
Western Wealth Management, LLC 1.49% Reduce -1.6% 61,008 $45.6M
Guidance Capital, Inc. 9.69% Add +3.4% 60,367 $45.3M
Retirement Income Solutions, Inc. 7.80% Reduce -0.1% 69,678 $45.3M
Whitford Management LLC 40.31% Add +0.1% 60,466 $45.2M
Wealth Advisory Solutions, LLC 9.21% Reduce -2.7% 60,067 $44.9M
Aspect Partners, LLC 16.73% Add +113.1% 60,051 $44.8M
Financial Partners Group, Inc 4.53% Reduce -1.1% 59,760 $44.6M
Hanover Advisors Inc. 16.04% Add +0.1% 59,647 $44.5M
Argent Trust Co 1.28% Add +1.4% 59,560 $44.5M
Connors Investor Services Inc. 3.84% Reduce -6.0% 59,462 $44.4M
Mechanics Bank Trust Department 5.47% Add +5.5% 59,249 $44.2M
Hapanowicz & Associates Financial Services, Inc 13.74% Add +0.6% 59,158 $44.2M
Atlatl Advisers LLC 10.48% New 59,131 $44.2M
Spire Wealth Management 1.33% Add +2.9% 59,066 $44.1M
Cary Street Partners Financial LLC 0.96% Reduce -0.7% 58,976 $44.0M
Trinity Financial Advisors LLC 11.32% Reduce -0.4% 58,809 $44.0M
Associated Banc-Corp 1.05% Reduce -1.4% 58,953 $44.0M
Focus Partners Advisor Solutions, LLC 0.37% Add +72.0% 58,423 $43.6M
Principal Financial Group Inc. 0.02% Reduce -5.4% 58,258 $43.5M
Aspiriant, LLC 1.07% Reduce -1.6% 58,166 $43.4M
Jackson, Grant Investment Advisers, Inc. 13.39% Reduce -2.8% 57,747 $43.1M
Aviso Financial Inc. 1.50% Reduce -5.6% 57,737 $43.1M
TIG Advisors, LLC 1.98% Add +0.3% 57,518 $43.0M
Marathon Trading Investment Management LLC 4.92% Add +81.5% 57,541 $43.0M
Capital International Investors 0.01% Reduce -31.9% 57,935 $42.9M
Wedbush Securities Inc. 1.11% Reduce -1.9% 57,341 $42.8M
DV Trading LLC 3.53% Reduce -42.8% 57,231 $42.7M
Swiss Life Asset Management Ltd 0.18% Reduce -2.6% 57,100 $42.6M
Anchor Capital Management Group Inc 29.34% No change 57,000 $42.6M
Cresta Advisors, Ltd. 15.21% Add +6.5% 56,726 $42.4M
Johnson Financial Group, Inc. 1.39% Reduce -1.2% 56,382 $42.2M
Evansbrook LLC 25.12% Reduce -3.7% 56,390 $42.1M
Adirondack Trust Co. 12.55% Reduce -0.5% 56,383 $42.1M
Cambient Family Office, LLC 5.14% No change 55,809 $41.8M
Mine & Arao Wealth Creation & Management, LLC. 15.13% Reduce -0.1% 55,886 $41.7M
Glen Eagle Advisors, LLC 5.26% Add +0.7% 55,834 $41.7M
Americana Partners, LLC 0.94% Add +23.8% 55,689 $41.6M
Prosperity Consulting Group, LLC 1.57% Add +1.8% 55,631 $41.5M
Madison Asset Management, LLC 0.49% Reduce -19.7% 55,098 $41.1M
Fluent Financial, LLC 14.59% Add +706.9% 54,729 $40.9M
Centaurus Financial, Inc. 1.59% Reduce -3.5% 54,577 $40.8M
Two Sigma Investments, LP 0.03% Reduce -90.6% 54,549 $40.7M
Friends of the Cornell Lab of Ornithology, Inc. 32.87% Add +3.2% 54,482 $40.7M
Dorsey & Whitney Trust CO LLC 1.97% Add +0.6% 54,252 $40.5M
Proffitt & Goodson Inc. 5.58% Reduce -2.3% 54,237 $40.5M
King Luther Capital Management Corp. 0.17% Reduce -0.9% 54,101 $40.4M
Horizon Investments, LLC 0.44% Add +1355.8% 54,070 $40.4M
Dumont & Blake Investment Advisors LLC 9.06% Reduce -0.7% 54,001 $40.3M
Lebenthal Global Advisors, LLC 5.44% Reduce -29.9% 53,972 $40.3M
Praxis Capital Management LLC 63.80% Add +433.8% 53,910 $40.3M
Verdence Capital Advisors LLC 2.10% Reduce -11.8% 53,636 $40.1M
Simplex Trading, LLC 1.04% Reduce -73.6% 53,496 $39.9M
Callan Family Office, LLC 0.78% Add +0.1% 53,392 $39.9M
Zacks Investment Management 0.28% Add +31.2% 52,867 $39.5M
Orion Porfolio Solutions, LLC 0.30% Reduce -13.8% 52,732 $39.4M
Curated Wealth Partners LLC 4.56% Add +1.5% 52,711 $39.4M
TCV Trust & Wealth Management, Inc. 2.97% Reduce -3.1% 52,498 $39.2M
HMS Capital Management, LLC 14.62% Reduce -47.5% 52,350 $39.1M
Erste Asset Management GmbH 0.30% Add +27.0% 53,178 $39.1M
Coldstream Capital Management Inc. 0.49% Reduce -1.2% 52,212 $39.0M
JCP Investment Management, LLC 20.76% Add +1.9% 51,888 $38.8M
Navigation Wealth Management, Inc. 53.38% Add +1507.6% 51,893 $38.8M
Calamos Wealth Management LLC 1.19% Reduce -13.5% 51,830 $38.7M
Ironsides Asset Advisors, LLC 9.05% Add +0.1% 51,744 $38.6M
StoneX Group Inc. 1.56% Add +119.8% 51,523 $38.6M
Edgestream Partners, L.P. 1.15% Add +78.2% 51,634 $38.6M
Cullinan Associates Inc. 2.91% Add +0.8% 51,583 $38.5M
Kellett Wealth Advisors, LLC 17.91% Add +2.1% 51,514 $38.5M
Diversified Management Inc. 8.21% Reduce -0.2% 51,464 $38.4M
Visualize Group LP 13.18% Add +25.8% 51,271 $38.3M
Evermay Wealth Management LLC 3.94% Reduce -3.6% 51,102 $38.3M
OAKMONT Corp 7.60% Reduce -9.8% 51,157 $38.2M
Clarity Wealth Advisors, LLC 6.74% Reduce -1.0% 51,157 $38.2M
Teachers Retirement System of the State of Kentucky 0.26% Reduce -9.6% 50,875 $38.0M
McElhenny Sheffield Capital Management, LLC 9.34% Add +3123.9% 50,486 $37.7M
Capital Investment Advisors, LLC 0.50% Reduce -1.2% 50,330 $37.6M
Trustmark Bank Trust Department 2.24% Add +0.4% 50,303 $37.6M
LFA - Lugano Financial Advisors SA 22.60% Add +21.5% 51,717 $37.5M
WCG Wealth Advisors LLC 0.89% Add +77.5% 50,207 $37.5M
Roth Financial Partners LLC 11.14% Reduce -0.3% 50,211 $37.5M
Oxford Financial Group, LTD. LLC 1.90% Reduce -4.4% 50,118 $37.4M
Pinnacle Wealth Management Advisory Group, LLC 2.23% Reduce -0.1% 50,046 $37.4M
Element Capital Management LLC 2.03% New 50,000 $37.3M
Momentum Wealth Planning, LLC 28.25% Reduce -2.0% 49,699 $37.2M
Calydon Capital 5.44% Add +0.1% 49,765 $37.2M
MTC Wealth Management LLC 16.64% Reduce -2.6% 49,682 $37.1M
Capasso Planning Partners LLC 18.49% Reduce -5.2% 49,648 $37.1M
Safeguard Investment Advisory Group, LLC 8.55% Reduce -1.2% 49,618 $37.1M
Evergreen Capital Management LLC 0.65% Add +15.0% 49,444 $37.0M
Twin Focus Capital Partners, LLC 3.76% Add +3.6% 49,527 $37.0M
Parallel Advisors, LLC 0.56% Reduce -0.6% 49,454 $36.9M
Cardiff Park Advisors, LLC 2.87% Reduce -0.5% 49,433 $36.9M
Taylor & Morgan Wealth Management, LLC 18.17% Add +2.9% 49,347 $36.9M
Birinyi Associates Inc. 8.72% Reduce -1.3% 49,346 $36.9M
Sovereign Investment Advisors, LLC 6.91% Add +19.3% 49,146 $36.8M
State of Wisconsin Investment Board 0.07% Reduce -31.3% 49,203 $36.7M
Partners Capital Investment Group, LLP 1.30% Reduce -14.0% 49,196 $36.7M
Sanchez Wealth Management Group 6.43% Reduce -0.9% 49,178 $36.7M
MPWM Advisory Solutions, LLC 16.72% Reduce -1.5% 48,890 $36.5M
Fortis Capital Advisors, LLC 4.09% Reduce -0.3% 48,696 $36.4M
Wind River Trust Co 12.23% Reduce -4.2% 48,491 $36.2M
First National Bank of Omaha 1.02% Reduce -2.6% 48,659 $36.2M
Quadrant Capital Group LLC 0.99% Reduce -0.0% 48,420 $36.2M
Capital Group Private Client Services, Inc. 0.51% Add +0.8% 48,246 $36.0M
Palumbo Wealth Management LLC 7.54% Reduce -0.4% 48,207 $36.0M
Pettyjohn, Wood & White, Inc. 5.23% Add +1.2% 48,180 $36.0M
Crescent Grove Advisors, LLC 3.04% Reduce -1.4% 48,022 $36.0M
Regal Investment Advisors LLC 1.86% Add +2.4% 47,879 $35.8M
Montz Harcus Wealth Management LLC 12.69% Reduce -1.6% 47,755 $35.7M
Trexquant Investment LP 0.22% New 47,681 $35.6M
PFG Investments, LLC 1.37% Add +4.5% 47,482 $35.5M
Signal Advisors Wealth, LLC 1.85% Add +26.4% 47,193 $35.2M
Avior Wealth Management, LLC 0.92% Add +0.8% 47,080 $35.2M
Gateway Investment Advisers LLC 0.35% Add +16.1% 46,883 $35.0M
Smith, Moore & Co. 2.27% Add +1.2% 46,816 $35.0M
Essex Financial Services, Inc. 1.73% Reduce -1.4% 46,595 $34.8M
MKT Advisors LLC 10.79% Reduce -5.1% 46,445 $34.7M
BSW Wealth Partners 3.86% Add +0.2% 46,466 $34.7M
Independent Family Office, LLC 13.86% Reduce -0.0% 46,203 $34.5M
Fiduciary Trust Co 0.37% Add +2.2% 46,031 $34.4M
Nations Financial Group Inc, /Ia/ 1.64% Add +1.7% 45,987 $34.3M
Seeds Investor LLC 3.53% Add +227.4% 45,947 $34.3M
Moody National Bank Trust Division 2.82% Add +0.3% 45,579 $34.0M
Lanark Financial, Inc. 2.31% Reduce -6.2% 45,575 $34.0M
Tocqueville Asset Management L.P. 0.45% Reduce -0.5% 45,571 $34.0M
Heritage Trust Co 2.95% Add +1.4% 45,543 $34.0M
Vavra Capital Management, LLC 29.64% Reduce -0.2% 45,365 $33.9M
Carnegie Investment Counsel 0.68% Reduce -16.8% 45,278 $33.8M
Titleist Asset Management, LLC 2.28% Add +7.2% 45,232 $33.8M
Arthur M. Cohen & Associates, LLC 5.27% Reduce -0.7% 45,207 $33.8M
Granite FO LLC 17.84% Reduce -12.5% 45,168 $33.7M
Boston Family Office LLC 2.04% Add +2.0% 45,064 $33.7M
Amarillo National Bank 5.39% Reduce -0.2% 45,009 $33.6M
Aragon Global Management, LP 12.62% No change 44,580 $33.3M
Firestone Capital Management 6.20% Add +1.7% 44,551 $33.3M
Kingsview Wealth Management, LLC 0.40% Reduce -14.4% 44,450 $33.2M
PKS Advisory Services, LLC 5.26% Reduce -0.4% 44,125 $33.0M
180 GPS Investments IC Ltd 24.32% — 44,056 $32.9M
CoreCap Advisors, LLC 0.97% Add +0.5% 43,860 $32.8M
First Business Financial Services, Inc. 2.53% Reduce -0.2% 43,684 $32.6M
Motco 2.78% Reduce -0.2% 43,505 $32.5M
Bridgewater Advisors Inc. 1.77% Reduce -19.1% 42,877 $32.5M
Welch & Forbes LLC 0.39% Reduce -4.7% 43,500 $32.5M
Jasper Ridge Partners, L.P. 0.69% Reduce -1.0% 43,267 $32.3M
BLB&B Advisors, LLC 1.18% Add +11.7% 43,225 $32.3M
Family Manage LLC 3.39% Reduce -26.6% 43,190 $32.3M
Timmons Wealth Management, LLC 23.58% Reduce -2.0% 43,168 $32.2M
Aft, Forsyth & Sober, LLC 10.04% No change 49,400 $32.1M
Acadian Asset Management LLC 0.04% Add +320.6% 42,755 $31.9M
Ausdal Financial Partners, Inc. 1.25% Reduce -9.8% 42,596 $31.8M
Resonant Capital Advisors, LLC 1.52% Reduce -0.1% 42,366 $31.7M
Greenleaf Trust 0.30% Add +0.9% 42,398 $31.7M
Advance Capital Management, Inc. 1.02% Add +4.3% 42,304 $31.6M
Legacy Advisors, LLC 2.95% Add +5.9% 42,276 $31.6M
First Heartland Consultants, Inc. 2.04% Add +11.8% 42,275 $31.6M
Investors Portfolio Services LLC 24.01% Add +23.7% 42,074 $31.4M
Norris Financial Group, LLC 12.51% Add +0.4% 42,106 $31.4M
Chilton Investment Co. Inc. 0.75% Add +0.8% 42,095 $31.4M
Bryn Mawr Trust Advisors, LLC 1.37% Add +19.8% 42,025 $31.4M
Black Maple Capital Management LP 21.04% Add +1.3% 42,006 $31.4M
German American Bancorp, Inc. 2.35% Reduce -3.0% 41,889 $31.3M
Empowered Funds, LLC 0.16% Reduce -34.8% 41,690 $31.1M
Second Line Capital, LLC 5.79% Add +3.6% 41,556 $31.1M
True North Advisors, LLC 2.97% Reduce -13.6% 41,616 $31.1M
Three Bridge Wealth Advisors, LLC 7.78% Add +0.3% 41,472 $31.0M
Hantz Financial Services, Inc. 0.42% Reduce -1.3% 41,568 $31.0M
Central Pacific Bank - Trust Division 3.27% Add +38.6% 41,559 $31.0M
Connecticut Wealth Management, LLC 1.15% Reduce -1.1% 41,513 $31.0M
Landmark Wealth Management, Inc. 10.25% Add +18.1% 41,465 $31.0M
Indiana Trust & Investment Management Co 8.45% Add +0.1% 41,417 $30.9M
Avidian Wealth Enterprises, LLC 0.86% Reduce -0.7% 41,365 $30.9M
Redhawk Wealth Advisors, Inc. 3.04% Reduce -19.1% 41,279 $30.8M
BigSur Wealth Management LLC 7.41% Add +5.3% 41,135 $30.8M
SFG Wealth Management, LLC. 11.05% Reduce -9.3% 41,163 $30.7M
Ninepoint Partners LP 2.73% Reduce -10.7% 41,100 $30.7M
Nicolet Bankshares Inc. 0.97% Reduce -0.1% 40,943 $30.6M
Snowden Capital Advisors LLC 0.73% Reduce -3.9% 40,982 $30.6M
LifeSteps Financial, Inc. 14.28% Add +13.1% 40,973 $30.6M
Diversified Portfolios, Inc. 2.21% Add +2.5% 40,864 $30.5M
Financial Engines Advisors L.L.C. 0.05% Reduce -1.8% 40,755 $30.4M
Principal Securities, Inc. 0.37% Add +43.9% 40,728 $30.4M
Accurate Wealth Management, LLC 2.90% Add +8.3% 40,277 $30.4M
Thompson Siegel & Walmsley LLC 0.55% Reduce -0.5% 40,693 $30.4M
Peterson Wealth Management 14.14% Add +17.3% 40,645 $30.4M
Smith Chas P & Associates Pa Cpas 1.54% Add +2.6% 40,633 $30.3M
Keel Point, LLC 1.79% Reduce -48.4% 40,613 $30.3M
Beacon Bridge Wealth Partners, LLC 8.64% Add +27.0% 40,596 $30.3M
Soltis Investment Advisors LLC 1.75% Reduce -43.8% 40,543 $30.3M
Texas Permanent School Fund Corp. 1.34% No change 40,540 $30.3M
Salomon & Ludwin, LLC 2.49% Reduce -4.7% 40,540 $30.2M
Hancock Whitney Corp. 0.50% Add +1.6% 40,447 $30.2M
Ethos Financial Group, LLC 2.02% Add +59.1% 41,164 $30.2M
Capital World Investors 0.00% Reduce -36.6% 40,567 $30.1M
MidFirst Bank 2.13% Reduce -0.2% 40,214 $30.0M
Integrity Financial Corp 14.34% Add +4.1% 40,048 $30.0M
Houlihan Financial Resource Group, Ltd. 10.68% Reduce -0.9% 40,133 $30.0M
Guardian Wealth Advisors, LLC 14.95% Add +2.5% 40,018 $29.9M
Pentwater Capital Management LP 0.24% Reduce -93.1% 40,000 $29.9M
Taylor Securities Services, Inc. 12.14% Add +4.3% 39,970 $29.8M
iA Global Asset Management Inc. 0.35% Reduce -12.3% 39,766 $29.7M
CENTRAL TRUST Co 0.54% Add +2.5% 39,675 $29.6M
LCM Capital Management Inc 12.96% Reduce -0.0% 39,645 $29.6M
Childress Capital Advisors, LLC 4.85% Reduce -16.1% 39,641 $29.6M
Sovereign Financial Group, Inc. 4.53% Reduce -4.4% 39,613 $29.6M
Banque de Luxembourg S.A. 13.92% Add +13.6% 39,502 $29.5M
First Manhattan Co. Llc. 0.07% Add +9.7% 39,352 $29.4M
Focus Financial Network, Inc. 0.91% Add +1.1% 39,307 $29.4M
HUB Investment Partners, LLC 0.54% Add +39.8% 39,295 $29.3M
Roble, Belko & Company, Inc 3.16% Reduce -0.1% 39,108 $29.2M
Provenance Wealth Advisors, LLC 2.76% Add +1.4% 38,840 $29.0M
Migdal Insurance & Financial Holdings Ltd. 0.18% Reduce -9.1% 39,470 $28.9M
Larson Financial Group LLC 0.76% Add +0.7% 38,561 $28.8M
Wellspring Financial Advisors, LLC 1.90% Add +15.3% 866,550 $28.8M
Baltimore-Washington Financial Advisors, Inc. 1.08% Reduce -1.6% 38,492 $28.7M
Huntington National Bank 0.19% Reduce -0.4% 38,482 $28.7M
Tull Financial Group, Inc. 11.24% Reduce -1.0% 38,453 $28.7M
Raelipskie Partnership 10.84% Reduce -1.9% 38,435 $28.7M
GC Wealth Management RIA, LLC 1.65% Reduce -25.3% 38,398 $28.7M
Constant Guidance Financial LLC 18.01% Reduce -13.6% 38,397 $28.7M
Palisade Asset Management, LLC 2.64% Reduce -1.3% 38,343 $28.6M
Eagle Capital Management, LLC 9.72% Reduce -0.3% 38,138 $28.5M
Corsair Capital Management, L.P. 3.58% Reduce -1.1% 38,097 $28.4M
Albion Financial Group 1.65% Reduce -0.0% 38,077 $28.4M
Bartlett & Co. Wealth Management LLC 0.36% Add +0.1% 37,945 $28.4M
Bienville Capital Management, LLC 4.09% Add +19.9% 37,884 $28.4M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3.73% No change 37,931 $28.3M
HM Payson & Co. 0.38% Reduce -31.2% 37,920 $28.3M
KCM Investment Advisors LLC 0.84% Add +1.2% 37,737 $28.2M
Vertex Planning Partners, LLC 4.17% Add +80.8% 37,639 $28.1M
IMA Advisory Services, Inc. 1.76% Add +29.1% 37,569 $28.1M
Pallas Capital Advisors LLC 0.86% Add +4.2% 37,549 $28.0M
Rothschild Wealth LLC 2.23% Reduce -9.0% 37,408 $27.9M
Atlas Private Wealth Advisors 6.10% Add +3.3% 37,332 $27.9M
Westco Advisory Services Inc. 16.72% Reduce -6.6% 37,092 $27.7M
Genesis Wealth Advisors, LLC 16.55% Add +3.3% 37,062 $27.7M
Spinnaker Trust 1.34% Reduce -0.1% 36,911 $27.6M
Moore Capital Management, LP 0.65% Add +2339.5% 36,812 $27.5M
Penobscot Investment Management Company, Inc. 1.89% Add +3.3% 36,755 $27.4M
Benchmark Financial Wealth Advisors, LLC 6.74% Reduce -9.3% 36,538 $27.3M
McHugh Group, LLC 14.07% Add +0.1% 36,527 $27.3M
Halter Ferguson Financial Inc. 4.43% Add +40.6% 36,400 $27.2M
Perspective Wealth Advisors LLC 14.83% Add +4.4% 36,103 $27.0M
Blue Edge Capital, LLC 3.24% Reduce -6.7% 36,103 $27.0M
Williams Jones Wealth Management, LLC. 0.30% Reduce -1.8% 36,032 $26.9M
Relyea Zuckerberg Hanson LLC 2.24% Add +21.0% 36,007 $26.9M
Sei Investments Co. 0.02% Reduce -61.6% 35,996 $26.9M
Y.D. More Investments Ltd 0.84% Add +38.5% 35,982 $26.8M
Vaquero Private Wealth, Ltd. 5.50% — 35,794 $26.7M
Allspring Global Investments Holdings, LLC 0.04% Reduce -77.6% 35,688 $26.6M
E&G Advisors, LLC 5.12% Add +5.1% 35,521 $26.5M
Lavelle Capital LP 13.44% Reduce -0.1% 35,407 $26.4M
FFT Wealth Management LLC 4.14% Reduce -14.6% 35,400 $26.4M
Aristides Capital LLC 6.78% Reduce -1.4% 35,379 $26.4M
Boyd Watterson Asset Management LLC 7.10% Reduce -2.1% 35,240 $26.3M
FIL Ltd 0.02% Add +261.3% 35,238 $26.3M
SHP Wealth Management 1.81% Reduce -0.2% 35,181 $26.3M
Mainsail Financial Group, LLC 8.88% Add +10.6% 35,003 $26.1M
Daymark Wealth Partners, LLC 0.64% Reduce -0.6% 34,994 $26.1M
Cornerstone Capital, Inc. 2.33% Add +1.9% 34,948 $26.1M
Brickley Wealth Management 3.74% No change 34,863 $26.0M
Armstrong Advisory Group, Inc. 1.59% Reduce -0.2% 34,862 $26.0M
COFG Advisors, LLC 4.47% Add +1859.1% 34,657 $25.9M
Condor Capital Management 1.94% Reduce -3.6% 34,650 $25.9M
Pilgrim Partners Asia Pte Ltd 11.35% No change 34,600 $25.8M
Koshinski Asset Management, Inc. 1.38% Add +4.9% 34,577 $25.8M
Fort Washington Investment Advisors Inc. 0.13% Reduce -2.7% 34,436 $25.7M
Donaldson Capital Management, LLC 0.74% Add +538.2% 34,414 $25.7M
TrueWealth Advisors, LLC 5.79% Reduce -0.6% 34,396 $25.7M
Strategic Wealth Investment Group, LLC 3.11% Reduce -1.4% 34,300 $25.6M
Henshaw Capital LLC 0.83% No change 34,135 $25.5M
Texas Capital Bank Wealth Management Services Inc 1.36% Reduce -7.7% 34,110 $25.5M
Burke & Herbert Bank & Trust Co. 6.31% Add +0.8% 34,091 $25.5M
Steinberganna Wealth Management 10.33% Add +2.1% 34,030 $25.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% No change 34,266 $25.4M
Segment Wealth Management, LLC 1.31% Add +0.5% 33,912 $25.3M
International Assets Investment Management, LLC 1.51% Reduce -2.0% 33,872 $25.3M
Trust Co. of Oklahoma 6.49% Reduce -0.0% 33,807 $25.2M
Hummer Financial Advisory Services Inc 16.53% No change 33,564 $25.1M
Insight Advisors, LLC/ PA 4.42% Reduce -0.4% 33,607 $25.1M
Spectrum Strategic Capital Management, LLC 12.40% Reduce -2.3% 33,515 $25.0M
B. Riley Wealth Advisors, Inc. 1.36% Add +0.0% 33,701 $25.0M
OpenArc Corporate Advisory, LLC 0.30% Add +4.2% 33,412 $25.0M
Ellis Investment Partners, LLC 3.78% Add +2.3% 33,410 $24.9M
NorthCrest Asset Manangement, LLC 0.64% Add +11.0% 33,134 $24.9M
TKG Advisors, LLC 8.65% Add +3.3% 33,345 $24.9M
Aspen Investment Management Inc 6.69% Reduce -7.3% 33,300 $24.9M
Baron Financial Group, LLC 11.86% Add +1.9% 33,282 $24.9M
Nepc LLC 0.46% Reduce -16.9% 33,248 $24.8M
Earned Wealth Advisors, LLC 1.60% Add +0.7% 34,288 $24.8M
Royal Capital Wealth Management, LLC 13.88% Reduce -0.2% 33,110 $24.7M
Tikvah Management LLC 7.51% No change 33,104 $24.7M
Aspire Private Capital, LLC 5.10% Add +15.5% 33,010 $24.7M
Securian Asset Management, Inc. 0.88% No change 33,000 $24.5M
Gryphon Financial Partners LLC 2.20% Reduce -10.3% 32,723 $24.4M
Compass Financial Group, Inc. (Ohio) 16.33% Add +2.1% 32,711 $24.4M
PCG Wealth Advisors, LLC 5.44% Add +7.8% 32,638 $24.4M
Zurich Insurance Group Ltd 0.17% Add +141.1% 32,620 $24.4M
Thrive Wealth Management, LLC 3.13% Add +0.4% 32,564 $24.3M
WealthBridge Capital Management, LLC 4.83% Add +0.7% 32,533 $24.3M
SVB Wealth LLC 1.53% Reduce -2.4% 32,525 $24.3M
First National Bank of Mount Dora, Trust Investment Services 4.86% Add +13.7% 32,482 $24.3M
Strategic Equity Management 8.12% Reduce -10.6% 32,397 $24.2M
Paragon Financial Partners, Inc. 13.00% Reduce -0.6% 32,376 $24.2M
Integrity Alliance, Llc. 0.76% Add +11.9% 32,378 $24.2M
TCTC Holdings, LLC 0.63% Reduce -2.0% 32,333 $24.1M
Private Trust Co. NA 1.92% Reduce -5.2% 32,206 $24.1M
Forvis Mazars Wealth Advisors, LLC 0.40% Reduce -0.7% 32,200 $24.0M
Sovran Advisors, LLC 1.79% Add +6.3% 32,419 $24.0M
Brave Asset Management Inc. 5.12% Add +6.3% 32,029 $23.9M
Meridian Wealth Advisors, LLC 2.71% Add +2.0% 31,988 $23.9M
Lansing Street Advisors 5.08% Add +69.1% 31,837 $23.8M
Quattro Financial Advisors LLC 5.07% Add +36.8% 31,759 $23.7M
Aprio Wealth Management, LLC 1.17% Reduce -3.0% 31,713 $23.7M
Savvy Advisors, Inc. 0.51% Add +4.8% 31,694 $23.7M
Pettinga Financial Advisors LLC 3.79% Add +17.0% 31,658 $23.6M
Pioneer Trust Bank N A 5.34% Reduce -2.6% 31,543 $23.6M
Clarus Wealth Advisors 9.06% Reduce -1.7% 31,542 $23.5M
Sagespring Wealth Partners, LLC 0.36% Add +349.4% 31,417 $23.5M
Advisory Solutions Group, LLC 8.02% — 31,372 $23.4M
Romano Brothers and Company 2.35% Reduce -0.4% 31,327 $23.4M
Leavell Investment Management, Inc. 0.85% Reduce -1.8% 31,237 $23.4M
AdvisorNet Financial, Inc 1.07% Add +4.0% 31,275 $23.4M
Humankind Investments LLC 11.13% No change 31,170 $23.3M
Tempo Wealth, LLC 3.45% Reduce -0.2% 31,162 $23.3M
Aaron Wealth Advisors LLC 1.18% Add +30.5% 31,147 $23.3M
Hardy Reed LLC 1.48% Reduce -1.6% 30,942 $23.1M
PCG Asset Management, LLC 16.50% No change 30,741 $23.0M
Solstein Capital, LLC 7.88% Add +0.1% 30,798 $23.0M
Wesbanco Bank Inc. 0.57% Reduce -0.1% 30,783 $23.0M
Sentinel Trust Co. Lba 2.04% Reduce -3.2% 30,775 $23.0M
DAVENPORT & Co LLC 0.12% Add +6.1% 30,703 $22.9M
Chilton Capital Management LLC 0.72% Reduce 0.0% 30,664 $22.9M
Yelin Lapidot Holdings Management Ltd. 4.34% No change 30,656 $22.9M
Family Capital Management, Inc. 8.86% Reduce -0.2% 30,607 $22.9M
Bluefin Capital Management, LLC 6.70% Add +175.7% 30,604 $22.9M
SVRN Asset Management, LLC 11.75% Add +6624.4% 30,596 $22.8M
Fayez Sarofim & Co 0.05% Reduce -11.7% 30,549 $22.8M
Sincerus Advisory, LLC 15.47% Reduce -0.6% 30,511 $22.8M
Royal Fund Management, LLC 1.90% Add +222.0% 30,509 $22.8M
CX Institutional 0.66% Add +9.9% 30,467 $22.8M
EverSource Wealth Advisors, LLC 0.77% Add +1.1% 30,403 $22.7M
UMB Bank, n.a. 0.29% Reduce -0.0% 30,356 $22.7M
Cordoba Advisory Partners LLC 4.80% Reduce -58.6% 30,274 $22.7M
West Branch Capital LLC 5.26% Add +0.5% 30,320 $22.6M
Jacksonville Wealth Management, LLC 12.77% Add +5.1% 30,225 $22.6M
WestEnd Advisors, LLC 0.50% Add +18.1% 30,214 $22.6M
AXA S.A. 24.53% Reduce -48.8% 34,766 $22.5M
Annandale Capital, LLC 3.34% Reduce -1.3% 30,170 $22.5M
Kopp Family Office, LLC 13.80% Add +0.9% 30,163 $22.5M
Nilsine Partners, LLC 1.56% Add +0.4% 30,155 $22.5M
Symphony Financial, Ltd. Co. 2.46% Add +62.2% 30,254 $22.5M
Delta Financial Advisors LLC 5.34% Reduce -2.3% 30,116 $22.5M
Lowe Brockenbrough & Co. Inc. 1.00% Add +2.2% 30,103 $22.5M
Traction Financial Partners, LLC 11.88% Add +5.6% 29,946 $22.4M
Legal & General Group Plc 0.00% No change 29,900 $22.3M
Equitable Trust Co. 0.93% Add +46.7% 29,798 $22.3M
Hibernia Wealth Partners, LLC 12.02% Reduce -46.8% 29,722 $22.2M
Afg Fiduciary Services Limited Partnership 17.44% Reduce -93.8% 29,741 $22.2M
Foster & Motley Inc. 1.02% Add +3.7% 29,602 $22.1M
Magnolia Capital Management Ltd. 15.25% Reduce -13.3% 29,595 $22.1M
Perennial Investment Advisors, LLC 1.47% Reduce -2.1% 29,542 $22.1M
Great Lakes Advisors, LLC 0.17% Reduce -1.7% 29,518 $22.0M
Plante Moran Financial Advisors, LLC 1.02% Reduce -2.4% 29,487 $22.0M
Winthrop Advisory Group LLC 1.48% Add +1.2% 29,388 $22.0M
Evelyn Partners Group Ltd 0.38% — 29,458 $22.0M
Calton & Associates, Inc. 3.22% Reduce -6.1% 29,442 $22.0M
Ramiah Investment Group 16.73% Add +2460.8% 29,347 $21.9M
J. Safra Sarasin Holding AG 0.31% Add +3.5% 32,517 $21.9M
Yousif Capital Management, LLC 0.24% Reduce -60.0% 29,287 $21.9M
Clark Financial Services Group Inc. 10.32% Reduce -1.6% 29,280 $21.9M
YHB Investment Advisors, Inc. 1.40% Reduce -0.8% 29,237 $21.8M
Salem Investment Counselors Inc. 0.54% Reduce -1.9% 29,172 $21.8M
Florida Trust Wealth Management Co 0.54% Reduce -2.4% 28,883 $21.6M
SlateStone Wealth, LLC 1.65% Reduce -1.6% 28,878 $21.6M
Resolute Advisors LLC 5.17% Reduce -5.7% 28,800 $21.6M
Mycio Wealth Partners, LLC 4.02% Add +0.2% 28,825 $21.5M
Lodestar Private Asset Management LLC 1.86% Add +0.2% 28,732 $21.5M
Pinkerton Wealth, LLC 1.84% Reduce -53.1% 32,922 $21.4M
Cornerstone Wealth Management, LLC 0.92% Add +1.1% 28,653 $21.4M
Retirement Management Systems Inc. 4.38% Add +5.8% 28,642 $21.4M
Gateway Wealth Partners, LLC 1.28% Reduce -48.0% 28,610 $21.4M
Moors & Cabot, Inc. 0.83% Add +2.0% 28,490 $21.3M
Rothschild Investment LLC 0.79% Reduce -1.4% 28,407 $21.2M
Anb Bank 7.91% Reduce -1.7% 28,403 $21.2M
Financial Management Professionals, Inc. 2.00% Add +460.2% 28,168 $21.1M
Granite Bay Wealth Management, LLC 1.94% Add +918.3% 28,166 $21.0M
Palisades Hudson Asset Management, L.P. 7.36% Reduce -0.4% 28,155 $21.0M
Ciovacco Capital Management LLC 9.35% Reduce -1.9% 28,159 $21.0M
New England Private Wealth Advisors LLC 2.03% Reduce -0.9% 28,406 $21.0M
Solidarity Wealth, LLC 3.65% Reduce -5.5% 28,087 $21.0M
Trifecta Capital Advisors, LLC 2.70% Reduce -1.7% 28,056 $21.0M
Magnus Financial Group LLC 1.49% Add +4.7% 28,043 $20.9M
KLCM Advisors, Inc. 1.67% Reduce -4.7% 27,996 $20.9M
Carlton Hofferkamp & Jenks Wealth Management, LLC 6.74% Reduce -1.6% 27,960 $20.9M
Intrepid Financial Planning Group LLC 7.09% Reduce -1.1% 27,923 $20.9M
Central Bank & Trust Co. 2.96% Reduce -2.0% 27,915 $20.8M
Graham Capital Management, L.P. 0.81% New 27,900 $20.8M
Financial & Tax Architects, LLC 4.39% Reduce -6.0% 27,859 $20.8M
Strategic Blueprint, LLC 1.04% Add +0.3% 27,842 $20.8M
Howland Capital Management LLC 0.75% Add +3.4% 27,769 $20.8M
Gallagher Fiduciary Advisors, LLC 0.68% Reduce -99.8% 27,774 $20.7M
True Freedom Investing, LLC 1.62% Reduce -1.2% 31,865 $20.7M
Odyssey Group, LLC 5.60% — 27,723 $20.7M
Compass Planning Associates Inc 11.19% Reduce -3.9% 27,721 $20.7M
Invictus Private Wealth, LLC 1.11% Reduce -2.6% 27,691 $20.7M
Harel Insurance Investments & Financial Services Ltd. 0.10% Reduce -65.3% 27,608 $20.7M
Oakworth Capital, Inc. 0.98% Reduce -1.3% 27,612 $20.6M
Smithbridge Asset Management Inc. 2.81% Reduce -0.3% 27,588 $20.6M
Wealth Architects, LLC 1.63% Add +1.1% 27,583 $20.6M
Signature Estate & Investment Advisors LLC 0.37% Reduce -18.8% 27,482 $20.5M
Wealth Enhancement Trust Services, Inc. 2.28% Add +8.7% 27,480 $20.5M
Hilltop Holdings Inc. 1.67% Add +2.7% 27,465 $20.5M
Sax Wealth Advisors, LLC 0.83% Add +8.0% 31,528 $20.5M
Marquette Associates, Inc. 14.87% Add +32.5% 27,310 $20.4M
Beacon Investment Advisory Services, Inc. 0.75% Reduce -7.3% 27,186 $20.3M
Highview Capital Management LLC 5.84% Add +14.4% 27,164 $20.3M
Rockbridge Investment Management, LCC 1.64% Add +0.5% 27,080 $20.2M
Founders Capital Management, LLC 3.03% Reduce -0.1% 27,016 $20.2M
G&S Capital LLC 5.84% Add +1.5% 26,940 $20.1M
Optas, LLC 2.82% No change 26,906 $20.1M
Patton Fund Management, Inc. 4.34% Reduce -1.5% 26,880 $20.1M
Tolleson Wealth Management, Inc. 2.70% Add +4.8% 26,871 $20.1M
AlphaCore Capital LLC 0.37% Add +12.3% 26,840 $20.0M
Warner Group LLC 4.93% Add +107.8% 26,784 $20.0M
Pinebridge Investments LLC 0.16% Add +18.4% 26,680 $19.9M
Texas Yale Capital Corp. 0.43% Reduce -2.3% 26,633 $19.9M
Sachetta, LLC 9.66% Add +3.3% 26,602 $19.9M
Marco Investment Management LLC 1.31% Add +0.3% 26,581 $19.8M
Saiph Capital, LLC 5.94% Reduce -1.4% 26,577 $19.8M
Arista Wealth Management, LLC 2.14% Reduce -0.2% 26,551 $19.8M
LaSalle St. Investment Advisors, LLC 2.42% Add +11.7% 26,516 $19.8M
Aries Wealth Management 3.89% Add +2.3% 26,501 $19.8M
Basso Capital Management, L.P. 4.86% Reduce -1.4% 26,424 $19.7M
Capital Advisors Wealth Management, LLC 2.32% Add +23.3% 26,380 $19.7M
Marex Group Ltd 0.15% Add +264.3% 26,312 $19.6M
Bell Bank 0.75% Add +1.4% 26,270 $19.6M
Icon Wealth Advisors, LLC 1.18% Reduce -1.6% 26,236 $19.6M
Baker Avenue Asset Management, LP 0.37% Add +38.4% 26,138 $19.5M
Compound Planning, Inc. 0.51% Reduce -2.1% 26,020 $19.4M
Hexagon Capital Partners LLC 2.72% Reduce -2.9% 25,924 $19.4M
Zhang Financial LLC 0.56% Add +1.7% 25,876 $19.3M
Stembrook Asset Management, LLC 16.68% Reduce -1.4% 25,873 $19.3M
Unique Wealth, LLC 2.24% Reduce -8.9% 25,692 $19.2M
Rational Advisors, Inc. 1.85% Add +61.7% 25,677 $19.2M
Biltmore Family Office, LLC 2.51% Reduce -4.0% 25,556 $19.1M
Atalanta Sosnoff Capital, LLC 0.34% Reduce -65.9% 25,612 $19.1M
L & S Advisors Inc 1.97% Reduce -61.0% 25,568 $19.1M
Dynamic Advisor Solutions LLC 0.54% Reduce -2.5% 25,530 $19.1M
Rockland Trust Co. 0.75% Add +0.1% 25,515 $19.1M
OFS Enterprise LLC 4.85% Reduce -0.1% 25,457 $19.0M
Wealthedge Investment Advisors, LLC 6.46% Add +4.9% 25,436 $19.0M
Element Squared LLC 9.45% Add +3.0% 25,435 $19.0M
Osborne Partners Capital Management, LLC 1.05% Reduce -1.3% 25,414 $19.0M
Gerber Kawasaki Wealth & Investment Management 0.51% Add +0.5% 25,360 $18.9M
Cacti Asset Management LLC 0.95% No change 25,295 $18.9M
Brown, Lisle/Cummings, Inc. 4.23% Add +1.1% 25,267 $18.9M
Fiduciary Alliance LLC 1.27% Reduce -39.1% 25,244 $18.9M
World Equity Group, Inc. 4.21% Add +108.5% 25,200 $18.8M
J Hagan Capital, Inc. 8.71% Add +3.1% 25,179 $18.8M
Burling Wealth Partners, LLC 2.75% Add +0.4% 25,138 $18.8M
Mosaic Family Wealth Partners, LLC 1.27% Add +159.7% 25,102 $18.7M
Apriem Advisors 1.62% Reduce -0.3% 25,086 $18.7M
One Capital Management, LLC 0.52% No change 28,761 $18.7M
Churchill Financial Advisors, LLC 3.60% Reduce -1.6% 25,012 $18.7M
Soros Fund Management 0.33% No change 25,000 $18.7M
Kennicott Capital Management LLC 8.60% Add +0.9% 24,875 $18.6M
Nadler Financial Group, Inc. 1.57% Reduce -1.8% 24,737 $18.5M
Fiducient Advisors LLC 2.64% Add +0.6% 24,727 $18.5M
Yanni & Associates Investment Advisors, LLC 17.03% Reduce -1.6% 24,708 $18.5M
Maridea Wealth Management LLC 2.00% Add +309.9% 24,661 $18.4M
Stelac Advisory Services LLC 3.41% Add +4.5% 24,516 $18.3M
Gridiron Partners, LLC 9.60% Add +0.2% 24,484 $18.3M
Cliftonlarsonallen Wealth Advisors, LLC 0.24% Reduce -2.7% 24,402 $18.2M
Capital Investment Advisory Services, LLC 1.12% Add +77.4% 24,372 $18.2M
Cavalier Investments, LLC 6.69% Reduce -83.5% 24,338 $18.2M
Chatham Capital Group, Inc. 2.32% Add +0.7% 24,310 $18.2M
Global Financial Private Client, LLC 4.92% Add +8.1% 24,304 $18.1M
Parkside Financial Bank & Trust 1.24% Reduce -0.6% 24,278 $18.1M
Okabena Investment Services Inc. 3.22% No change 24,157 $18.0M
BTG Pactual Asset Management US LLC 1.36% Reduce -9.5% 24,098 $18.0M
Tortoise Investment Management, LLC 1.34% Reduce -1.3% 24,069 $18.0M
Bison Wealth, LLC 1.66% Add +6.1% 23,906 $18.0M
Blueprint Investment Partners LLC 1.50% Add +54.4% 24,041 $18.0M
NewSquare Capital LLC 1.33% Add +1.6% 23,995 $17.9M
Clifford Swan Investment Counsel LLC 0.58% Reduce -1.9% 23,929 $17.9M
Third View Private Wealth, LLC 2.20% Reduce -1.9% 23,886 $17.8M
Coastline Trust Co 1.58% Reduce -6.3% 23,883 $17.8M
St Germain D J Co. Inc. 0.64% Reduce -0.0% 23,879 $17.8M
Howard Financial Services, LTD. 1.77% Add +0.3% 23,788 $17.8M
Procyon Advisors, LLC 0.77% Reduce -73.1% 23,765 $17.7M
Opulen Financial Group LLC 11.16% Add +1.1% 23,752 $17.7M
Flagship Private Wealth, LLC 6.26% Reduce -4.8% 23,725 $17.7M
Bouchey Financial Group, Ltd. 1.14% Reduce -0.5% 23,671 $17.7M
Shared Vision Wealth Group LLC 6.05% Add +31.9% 23,565 $17.6M
Wedmont Private Capital 0.48% Add +4.5% 23,305 $17.6M
Certuity, LLC 0.87% Add +1.6% 23,492 $17.5M
ALM First Financial Advisors, LLC 2.95% Add +23.5% 23,473 $17.5M
Flagship Wealth Advisors, LLC 3.91% Add +18.4% 23,394 $17.5M
Betterment LLC 0.03% Add +5.9% 23,386 $17.5M
Ferguson Wellman Capital Management, Inc. 0.21% Add +6.0% 23,364 $17.4M
Accredited Investors Inc. 0.75% Reduce -0.9% 23,357 $17.4M
SouthState Bank Corp 0.73% Add +2.8% 23,323 $17.4M
Moneywise, Inc. 6.48% Reduce -3.6% 23,276 $17.4M
Destination Wealth Management 0.41% Reduce -2.2% 23,267 $17.4M
CWA Asset Management Group, LLC 0.53% Add +7.0% 23,170 $17.3M
Coral Wealth Management, LLC 14.16% Reduce -0.0% 23,144 $17.3M
Nvest Financial, LLC 5.46% Add +13.1% 23,119 $17.3M
West Paces Advisors Inc. 2.89% Reduce -1.2% 23,098 $17.2M
Kintra Wealth, LLC 0.90% Reduce -10.9% 22,159 $17.2M
Cambridge Associates LLC /Ma/ 0.25% Add +2.4% 23,071 $17.2M
Paladin Partners, LLC 11.39% Add +3.0% 23,064 $17.2M
Foguth Wealth Management, LLC. 1.96% Add +14.1% 23,195 $17.2M
Laurel Wealth Advisors LLC 1.65% Reduce -1.8% 22,864 $17.1M
Badgley Phelps Wealth Managers, LLC 0.30% Reduce -3.0% 22,814 $17.1M
Fortis Group Advisors, LLC 2.72% Reduce -2.3% 22,809 $17.0M
Hopwood Financial Services, Inc. 9.86% Reduce -0.4% 22,788 $17.0M
Bensler, LLC 1.50% Add +14.1% 22,765 $17.0M
Grove Bank & Trust 1.69% Add +4.7% 22,763 $17.0M
Pathway Financial Advisors LLC 1.98% Reduce -5.0% 22,771 $17.0M
Torrey-Payne Wealth Management, LLC 13.86% Reduce -1.5% 22,568 $16.9M
Guardian Wealth Advisors, LLC / NC 0.95% Reduce -4.2% 22,505 $16.8M
Sfmg, LLC 1.02% Add +8.2% 22,501 $16.8M
Fulton Breakefield Broenniman LLC 0.99% Reduce -2.2% 22,490 $16.8M
FCG Investment Co 5.81% Reduce -36.3% 22,487 $16.8M
Moneco Advisors, LLC 1.02% Reduce -1.1% 22,283 $16.6M
Berger Financial Group, Inc 0.85% Reduce -2.7% 22,190 $16.6M
Morton Brown Family Wealth, LLC 3.75% Reduce -0.2% 22,163 $16.6M
Blueprint Financial Advisors LLC 1.84% Add +61.8% 22,129 $16.5M
Tandem Wealth Advisors LLC 6.57% Reduce -4.7% 22,120 $16.5M
GeoWealth Management, LLC 0.52% Add +0.7% 22,102 $16.5M
Hickory Point Bank & Trust 10.01% Reduce -0.1% 22,101 $16.5M
Raleigh Capital Management Inc. 5.24% Add +18.0% 21,983 $16.4M
Schnieders Capital Management, Llc. 2.16% Add +2.5% 21,981 $16.4M
Flatrock Wealth Partners LLC 6.45% Add +1.2% 21,923 $16.4M
AGH Wealth Advisors, LLC 10.34% Add +2.8% 21,937 $16.4M
Navis Wealth Advisors, LLC 6.21% Add +0.1% 21,918 $16.4M
CRA Financial Services, LLC 1.88% Add +0.9% 21,874 $16.3M
Level Four Advisory Services, LLC 0.46% Reduce -1.1% 21,835 $16.3M
Allen Mooney & Barnes Investment Advisors LLC 2.47% Add +0.1% 21,777 $16.3M
Johnson Financial Group, LLC 0.88% Add +16.5% 21,757 $16.2M
BOS Asset Management, LLC 3.77% Reduce -20.3% 21,691 $16.2M
Stordahl Capital Management, Inc. 2.96% Reduce -1.3% 21,670 $16.2M
Pinnacle Family Advisors, LLC 6.77% Reduce -7.9% 21,601 $16.1M
Cypress Capital Group 1.50% Add +0.2% 21,513 $16.1M
RH Tailwind Management, LLC 7.50% New 21,500 $16.1M
First Trust Advisors LP 0.01% Add +5.5% 21,495 $16.1M
Silver Oak Securities, Incorporated 0.97% Add +13.4% 21,473 $16.0M
BlueChip Wealth Advisors LLC 6.05% Add +1.1% 21,365 $16.0M
Harbour Trust & Investment Management Co 1.53% Reduce 0.0% 21,320 $15.9M
PFC Capital Group, Inc. 6.12% Reduce -2.2% 21,317 $15.9M
Trek Financial, LLC 0.79% Reduce -15.1% 21,310 $15.9M
Advisortrust Partners, LLC 5.44% Add +304.3% 21,304 $15.9M
Park Capital Management, LLC / WI 9.36% Add +3498.0% 21,300 $15.9M
Advisors Capital Management, LLC 0.17% Add +1.4% 21,285 $15.9M
Nwam LLC 0.79% Add +12.2% 21,281 $15.9M
Agf Management Ltd. 0.06% Reduce -4.9% 21,261 $15.9M
American Asset Management Inc. 12.95% Reduce -6.5% 21,259 $15.9M
SimpliFi, Inc. 6.26% Add +0.4% 21,215 $15.8M
Safe Harbor Fiduciary, LLC 12.32% Reduce -2.5% 21,187 $15.8M
Strategic Wealth Partners, Ltd. 0.98% Add +1.3% 21,185 $15.8M
Patriot Investment Management Group, Inc. 0.92% Reduce -0.5% 21,151 $15.8M
Comprehensive Financial Management LLC 0.52% No change 21,142 $15.8M
Patten & Patten Inc. 0.84% Reduce -1.3% 21,138 $15.8M
Chicago Capital, LLC 0.38% Reduce -5.5% 21,130 $15.8M
Evanson Financial, LLC 0.77% — 21,122 $15.8M
Obermeyer Wealth Partners 0.64% Reduce -3.0% 21,101 $15.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.34% Add +0.7% 21,072 $15.7M
Claro Advisors Inc. 1.65% Reduce -1.7% 21,062 $15.7M
Oxinas Partners, LLC 6.20% Add +4.8% 21,060 $15.7M
Sepio Capital, LP 0.79% Reduce -26.6% 21,053 $15.7M
Grandview Asset Management LLC 3.90% Reduce -2.4% 21,052 $15.7M
X-Square Capital, LLC 3.96% Add +3.4% 20,879 $15.6M
Cyndeo Wealth Partners, LLC 0.73% Reduce -2.8% 20,827 $15.6M
EFG International AG 0.29% Reduce -8.9% 20,768 $15.5M
SBI Securities Co., Ltd. 0.35% Reduce -5.7% 20,770 $15.5M
Gambit Capital Management, LLC 9.04% Add +17.4% 20,760 $15.5M
Midwestern Financial, LLC 10.84% Add +3.9% 20,736 $15.5M
Ehrenkranz Partners L.P. 8.93% Add +26.5% 20,722 $15.5M
Legacy Wealth Advisors, LLC 6.66% Reduce -22.4% 20,605 $15.4M
Transcend Capital Advisors, LLC 1.04% Reduce -3.9% 20,528 $15.3M
Mayport, LLC 2.37% Add +244.4% 20,483 $15.3M
Moody LYNN Lieberson & Walker, LLC 0.80% Add +16.4% 20,427 $15.3M
JFS Wealth Advisors, LLC 0.76% Add +0.9% 20,373 $15.2M
Catalyst Financial Partners LLC 1.51% Reduce -0.3% 20,371 $15.2M
TFO Wealth Partners, LLC 1.65% Add +3.0% 20,362 $15.2M
Russell Investments Group, Ltd. 0.01% Add +2.2% 20,200 $15.1M
Venturi Wealth Management, LLC 0.58% Add +30.9% 20,197 $15.1M
Morangie Management LLC 12.51% Reduce -0.4% 20,120 $15.1M
Ami Investment Management Inc. 3.20% Reduce -0.5% 20,153 $15.0M
Trust Point Inc. 1.28% Add +1.2% 20,118 $15.0M
Manning & Napier Advisors LLC 0.19% Reduce -3.1% 20,091 $15.0M
Napier Financial, LLC 3.12% Reduce -2.7% 20,044 $15.0M
Hardworking Capital Advisors, LLC 12.21% New 20,007 $14.9M
Berman McAleer LLC 1.73% Reduce -0.9% 19,986 $14.9M
Sound View Wealth Advisors Group, LLC 0.93% Reduce -1.0% 19,957 $14.9M
Clear Wave Wealth Management LLC 3.31% Reduce -2.9% 19,950 $14.9M
Financial Guidance Group, Inc. 5.57% Reduce -0.3% 19,941 $14.9M
Verus Capital Partners, LLC 0.80% Add +41.3% 19,902 $14.9M
Mather Group, Llc. 0.13% Add +8.3% 19,880 $14.8M
Nisa Investment Advisors, LLC 0.05% Reduce -0.1% 19,823 $14.8M
McLaughlin Asset Management, Inc. 10.25% Add +43.6% 19,845 $14.8M
AAFMAA Wealth Management & Trust LLC 5.16% Add +4.2% 19,784 $14.8M
Bedel Financial Consulting, Inc. 1.42% Add +2.2% 19,763 $14.8M
Appleton Partners Inc. 0.90% Reduce -2.1% 19,653 $14.7M
Estate Planners Group, LLC 6.64% Add +31.2% 19,651 $14.7M
J.Safra Asset Management Corp 0.68% Add +0.1% 19,628 $14.7M
Waterloo Capital, L.P. 0.83% Add +23.9% 19,615 $14.6M
Van Hulzen Asset Management, LLC 1.04% Reduce -0.4% 19,608 $14.6M
Ancora Advisors LLC 0.28% Reduce -2.2% 19,604 $14.6M
Boxwood Ventures, Inc. 8.74% Add +0.0% 19,550 $14.6M
Kaizen Financial Strategies 5.79% Reduce -25.2% 19,616 $14.6M
Tulsa Wealth Advisors, INC 2.06% Reduce -3.7% 19,554 $14.6M
MMBG Investment Advisors Co. 1.15% Reduce -9.3% 19,470 $14.6M
HBK Sorce Advisory LLC 0.28% Reduce -3.3% 18,922 $14.6M
Tsfg, LLC 1.83% Reduce -0.6% 19,505 $14.6M
Quadcap Wealth Management, LLC 1.41% Reduce -1.5% 19,399 $14.5M
Luken Investment Analytics, LLC 5.04% Reduce -1.0% 19,297 $14.4M
Northside Capital Management, LLC 1.18% Reduce -1.4% 19,282 $14.4M
Ullmann Wealth Partners Group, LLC 1.30% Add +0.0% 19,212 $14.3M
Alpine Global Management, LLC 2.36% Add +112.9% 19,182 $14.3M
Bricktown Capital, LLC 2.58% No change 19,100 $14.3M
Douglass Winthrop Advisors, LLC 0.25% Add +12.9% 19,088 $14.3M
Montecito Bank & Trust 2.13% Reduce -2.9% 19,054 $14.2M
RB Capital Management, LLC 2.89% Add +1.2% 19,045 $14.2M
Simplicity Wealth,LLC 0.48% Add +208.3% 20,058 $14.2M
B&D White Capital Company, LLC 1.41% Add +405.0% 18,946 $14.1M
Sequent Asset Management, LLC 5.96% Reduce -1.0% 18,938 $14.1M
Factor Wealth Management LTD 2.14% Reduce -14.1% 18,920 $14.1M
Lyell Wealth Management, LP 0.87% Add +0.5% 18,915 $14.1M
MidAtlantic Capital Management, Inc. 8.77% Reduce -0.0% 18,896 $14.1M
Eagle Strategies LLC 1.40% Add +3.1% 18,883 $14.1M
McLean Asset Management Corp 1.86% Reduce -1.2% 18,790 $14.0M
Strategic Family Wealth Counselors, L.L.C. 3.26% Reduce -0.0% 18,782 $14.0M
Garde Capital, Inc. 0.63% Add +64.4% 18,695 $14.0M
Principle Wealth Partners LLC 0.69% Add +6.7% 18,688 $14.0M
Sage Mountain Advisors LLC 0.86% Reduce -1.7% 18,667 $13.9M
Intrust Bank NA 1.03% No change 18,628 $13.9M
CDM Financial Counseling Services, Inc. 11.96% Reduce -3.0% 18,592 $13.9M
Compass Ion Advisors, LLC 1.19% Reduce -1.8% 18,557 $13.9M
Milestone Asset Management, LLC 2.17% Add +1115.6% 18,489 $13.8M
Vista Investment Partners LLC 3.49% Add +0.2% 18,486 $13.8M
Conscious Wealth Investments, LLC 7.08% Reduce -4.2% 18,394 $13.8M
Measured Wealth Private Client Group, LLC 3.32% Reduce -0.1% 18,404 $13.7M
TCP Asset Management, LLC 1.56% Reduce -0.0% 18,389 $13.7M
Global Trust Wealth Management LLC 9.43% Reduce -28.9% 18,340 $13.7M
Courier Capital LLC 0.68% Add +14.0% 18,337 $13.7M
First Citizens Bank & Trust Co. 0.20% Reduce -3.7% 18,299 $13.7M
Tandem Financial, LLC 4.39% Add +4.3% 18,217 $13.6M
Mayflower Financial Advisors, LLC 1.18% Reduce -1.4% 18,249 $13.6M
Paulson Wealth Management Inc. 2.88% Reduce -0.6% 18,155 $13.6M
Quintet Private Bank (Europe) S.A. 0.85% Reduce -8.1% 18,149 $13.6M
Bigelow Investment Advisors, LLC 4.90% Reduce -2.2% 18,132 $13.5M
E Fund Management (Hong Kong) Co., Ltd. 4.49% Add +7.8% 18,131 $13.5M
E Fund Management Co., Ltd. 0.30% Add +7.8% 18,131 $13.5M
Lee, Kelleher & Klein Wealth Management 7.07% Reduce -1.0% 18,095 $13.5M
Lynch Investment Planning, LLC 10.37% Add +5.8% 18,066 $13.5M
Capital Research Global Investors 0.00% Reduce -56.9% 18,193 $13.5M
Wealth Dimensions Group, Ltd. 2.41% Reduce -0.6% 18,037 $13.5M
Monetta Financial Services Inc. 9.06% No change 18,000 $13.4M
South Shore Capital Advisors 8.99% Add +2.4% 17,989 $13.4M
Arete Wealth Advisors, LLC 0.89% Reduce -38.6% 17,951 $13.4M
LMG Wealth Partners, LLC 2.14% Add +0.1% 17,924 $13.4M
Voisard Asset Management Group, Inc. 2.53% Reduce -0.3% 17,892 $13.4M
Orange Investment Advisors, Inc. 1.62% Reduce -1.1% 17,847 $13.3M
GAMCO Investors 0.12% Reduce -46.6% 17,795 $13.3M
Canopy Partners, LLC 3.99% No change 17,781 $13.3M
Assetmark, Inc. 0.02% Add +20.9% 17,759 $13.3M
Money Concepts Capital Corp. 0.61% Add +11.6% 17,722 $13.2M
Oxler Private Wealth LLC 3.78% Reduce -4.2% 17,693 $13.2M
Sage Capital Advisors,llc 2.74% Add +0.3% 17,682 $13.2M
Cypress Wealth Services, LLC 1.62% Add +4.1% 17,649 $13.2M
Verity Asset Management, Inc. 4.97% Add +15.7% 17,596 $13.1M
Untitled Investments LP 5.11% New 17,584 $13.1M
RMR Wealth Builders 0.81% Add +0.3% 17,544 $13.1M
First International Bank of Israel Ltd. 3.57% Reduce -1.9% 17,542 $13.1M
Endeavor Private Wealth, Inc. 3.18% Add +21.5% 17,493 $13.1M
NORTHSTAR ASSET MANAGEMENT Co 2.47% Add +1.0% 17,718 $13.1M
Heritage Wealth Advisors 0.45% Add +2.0% 17,513 $13.1M
Union Savings Bank 5.25% Reduce -7.9% 17,504 $13.1M
Empower Advisory Group, LLC 0.03% Reduce -18.9% 17,496 $13.1M
Ryan Investment Management, Inc. 5.90% New 17,462 $13.0M
Hillcrest Wealth Advisors - NY, LLC 4.67% Reduce -2.5% 17,458 $13.0M
LVM Capital Management Ltd. 1.09% Reduce -2.2% 17,432 $13.0M
Midwest Financial Network, LLC 8.89% Add +13.1% 17,432 $13.0M
Nixon Peabody Trust Co. 0.92% Reduce -8.8% 17,403 $13.0M
Hourglass Capital, LLC 2.55% Add +1.2% 17,372 $13.0M
Schroder Investment Management Group 0.01% Reduce -9.6% 17,443 $12.9M
Ameritas Investment Partners, Inc. 0.34% Add +4.2% 17,288 $12.9M
Coastal Bridge Advisors, LLC 0.80% Add +4.1% 17,288 $12.9M
SpringVest Wealth Management LLC 8.12% Add +3.2% 17,279 $12.9M
CSS LLC 1.74% New 17,269 $12.9M
Weil Company, Inc. 2.27% Add +1.3% 17,246 $12.9M
Northern Financial Advisors Inc 8.51% Add +2.1% 17,225 $12.9M
CFM Wealth Partners LLC 1.64% Reduce -1.3% 17,217 $12.9M
KG Capital Management 7.59% Reduce -1.3% 17,075 $12.8M
PFG Advisors 0.64% Reduce -22.3% 17,043 $12.7M
First Merchants Corp. 0.45% Reduce -8.0% 17,007 $12.7M
Spruce Point Capital Management, LLC 23.54% Add +13.3% 17,000 $12.7M
Vident Advisory, LLC 0.09% Reduce -8.0% 16,964 $12.7M
Peddock Capital Advisors, LLC 2.53% Add +2.9% 16,956 $12.7M
CCG Wealth Management, LLC 2.94% Reduce -1.6% 16,905 $12.7M
Caerus Investment Advisors, LLC 4.26% Reduce -0.1% 16,900 $12.6M
Sykon Capital LLC 3.88% Add +4198.0% 16,891 $12.6M
Balboa Wealth Partners 1.72% Reduce -8.5% 16,875 $12.6M
Codex Capital Asset Management L.L.C. 4.36% Reduce -2.3% 16,870 $12.6M
Wernau Asset Management Inc. 11.94% Reduce -1.5% 16,859 $12.6M
GatePass Capital, LLC 4.87% Add +43.4% 16,739 $12.5M
RFG Advisory, LLC 0.20% Add +40.0% 16,727 $12.5M
Legacy Edge Advisors, LLC 1.14% Add +1.7% 16,685 $12.5M
Mission Creek Capital Partners, Inc. 2.19% Reduce -0.5% 16,681 $12.5M
Pittenger & Anderson Inc. 0.45% Add +3.0% 16,663 $12.4M
Lewis Asset Management, LLC 4.35% Add +0.6% 16,610 $12.4M
OVERSEA-CHINESE BANKING Corp Ltd 0.29% Add +1.2% 16,582 $12.4M
Old North State Trust, LLC 6.36% Reduce -0.6% 16,567 $12.4M
FAS Wealth Partners, Inc. 0.64% Add +0.5% 16,508 $12.3M
Second Half Financial Partners, LLC 5.05% Reduce -8.2% 16,496 $12.3M
Lifeworks Advisors, LLC 1.29% Add +52.8% 16,490 $12.3M
First Foundation Advisors 0.44% Add +5.6% 16,489 $12.3M
Godsey & Gibb, Inc. 1.01% Reduce -0.2% 16,410 $12.3M
Peak Asset Management, LLC 1.79% Add +0.3% 16,349 $12.2M
Plancorp, LLC 0.30% Reduce -6.4% 16,287 $12.2M
Compass Capital Corp. /Ma/ 3.94% Reduce -4.6% 15,660 $12.1M
Norden Group LLC 0.99% Add +1.4% 16,222 $12.1M
Mount Capital Ltd 4.57% No change 16,200 $12.1M
Cannell & Spears LLC 0.22% Reduce -2.6% 16,198 $12.1M
Westfuller Advisors, LLC 4.39% Add +435.2% 16,094 $12.0M
Allianz Asset Management GmbH 0.01% Reduce -71.9% 16,100 $12.0M
Lazard Asset Management LLC 0.02% Add +57.7% 16,081 $12.0M
Wealth Alliance, LLC 1.00% Add +8.3% 16,042 $12.0M
Berkshire Asset Management LLC 0.47% Reduce -6.1% 16,036 $12.0M
Planning Alternatives Ltd. 1.28% Reduce -2.2% 16,006 $12.0M
Advisory Alpha, LLC 0.29% Reduce -15.1% 15,953 $11.9M
Main Street Financial Solutions, LLC 0.76% Add +7.6% 15,935 $11.9M
Keating Financial Advisory Services, Inc. 1.57% Reduce -0.1% 15,932 $11.9M
Accent Capital Management, LLC 5.13% No change 15,869 $11.9M
Fisher Asset Management 0.00% Reduce -4.5% 15,902 $11.9M
Cambria Investment Management, L.P. 0.59% Add +10.6% 15,900 $11.9M
Greenwood Gearhart LLC 0.55% Reduce -1.4% 15,888 $11.9M
Abound Wealth Management 2.35% Add +1.3% 15,868 $11.8M
CMG Global Holdings, LLC 5.02% Add +0.4% 15,854 $11.8M
Darrow Company, Inc. 4.58% Add +4.3% 15,830 $11.8M
Balefire, LLC 1.92% Reduce -8.7% 15,785 $11.8M
Performance Wealth Partners, LLC 0.29% Reduce -1.3% 15,785 $11.8M
CGN Advisors LLC 0.86% Reduce -0.9% 15,781 $11.8M
Operose Advisors LLC 2.27% New 15,759 $11.8M
Frazier Financial Advisors, LLC 5.94% Reduce -6.7% 15,750 $11.8M
Paragon Private Wealth Management, LLC 3.07% Add +366.9% 15,749 $11.8M
Roundview Capital LLC 0.64% Add +4.1% 15,738 $11.8M
Next Level Private LLC 2.30% Reduce -1.6% 15,705 $11.7M
Virtus Wealth Solutions LLC 1.59% Reduce -21.0% 15,691 $11.7M
Seaview Investment Managers LLC 3.49% Add +4.7% 15,635 $11.7M
Zevin Asset Management LLC 1.64% Reduce -12.2% 15,632 $11.7M
Port Capital LLC 0.48% Add +37.6% 15,626 $11.7M
Keystone Wealth Services, LLC 2.17% Reduce -2.5% 15,615 $11.7M
Empirical Asset Management, LLC 2.63% Reduce -18.4% 15,611 $11.7M
Sigma Investment Counselors Inc. 0.57% Reduce -2.1% 15,600 $11.6M
Elequin Capital, LP 2.01% Reduce -55.8% 15,598 $11.6M
Atlas Legacy Advisors, LLC 1.72% Add +3.4% 15,593 $11.6M
Founders Financial Alliance, LLC 1.54% Add +44.0% 15,535 $11.6M
Cornell Pochily Investment Advisors, Inc. 3.12% Reduce -8.8% 15,530 $11.6M
Essential Planning, LLC. 3.27% Add +23.4% 15,515 $11.6M
Financial Concepts Unlimited, Inc. 9.08% Reduce -2.6% 15,504 $11.6M
International Private Wealth Advisors LLC 5.95% Add +3.1% 15,488 $11.6M
Iams Wealth Management, LLC 3.48% Reduce -16.9% 15,461 $11.5M
Summit Wealth Partners, LLC 1.64% Add +0.1% 15,448 $11.5M
Smithfield Trust Co 0.46% Add +53.5% 15,430 $11.5M
Strategic Wealth Advisors LLC 9.84% Add +0.7% 16,874 $11.5M
Forum Financial Management, LP 0.15% Reduce -2.3% 15,382 $11.5M
St. Johns Investment Management Company, LLC 4.33% Reduce -1.0% 15,315 $11.4M
TCI Wealth Advisors, Inc. 0.49% Reduce -0.4% 15,297 $11.4M
Ackerman Asset Management, LLC 6.83% Reduce -0.7% 15,235 $11.4M
GEM Asset Management, LLC 4.47% Reduce -32.8% 15,188 $11.3M
Pasadena Private Wealth, LLC 1.45% Reduce -0.5% 15,180 $11.3M
Glassman Wealth Services 1.36% Add +14.7% 15,179 $11.3M
ASL Financial, LLC 7.98% Reduce -1.2% 15,172 $11.3M
Invesco Ltd. 0.00% Add +3.3% 15,157 $11.3M
Bolthouse Investments, LLC 9.15% Add +2.8% 15,116 $11.3M
Global Trust Asset Management, LLC 3.51% Add +0.1% 15,032 $11.2M
Trust Co. of Vermont 0.42% — 15,026 $11.2M
Cohen & Steers, Inc. 0.02% Add +500.0% 15,000 $11.2M
Wilmar Advisors LLC 8.11% No change 15,000 $11.2M
Harvey Partners, LLC 0.78% Add +15.4% 15,000 $11.2M
Community Bank, N.A. 1.21% Reduce -0.8% 14,997 $11.2M
Cordatus Wealth Management LLC 2.46% Add +98.3% 14,969 $11.2M
Valmark Advisers, Inc. 0.12% Reduce -5.1% 14,944 $11.2M
Ayrshire Capital Management LLC 5.22% Add +458.9% 14,938 $11.2M
Smith & Howard Wealth Management, LLC 2.29% Reduce -47.8% 14,931 $11.2M
Impact Partnership Wealth, LLC 1.08% Reduce -39.6% 14,923 $11.1M
Equity Wealth Partners, LLC 4.00% Reduce -4.5% 14,920 $11.1M
Triumph Capital Management 2.01% Reduce -5.4% 14,859 $11.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.23% Reduce -2.1% 14,855 $11.1M
Jupiter Wealth Management LLC 4.44% Add +1.0% 14,852 $11.1M
Formulate Financial LLC 11.66% Add +3.0% 14,830 $11.1M
Goelzer Investment Management, Inc. 0.48% Reduce -5.4% 14,827 $11.1M
XY Planning Network, Inc. 1.39% Add +1.0% 14,805 $11.1M
Ingalls & Snyder LLC 0.30% Reduce -40.8% 14,791 $11.0M
GQG Partners LLC 0.02% Add +57.5% 14,777 $11.0M
Westmount Partners, LLC 2.43% Add +10.4% 14,760 $11.0M
Krilogy Financial LLC 0.33% Reduce -5.2% 14,745 $11.0M
Cordant, Inc. 3.97% Reduce -1.8% 14,742 $11.0M
TOP Private Wealth LLC. 10.55% — 14,733 $11.0M
Elyxium Wealth, LLC 1.15% Add +26.5% 14,684 $11.0M
Coppell Advisory Solutions LLC 0.91% New 19,884 $11.0M
GenWealth Group, Inc. 1.71% Reduce -1.2% 14,669 $11.0M
TruNorth Capital Management, LLC 1.76% Add +41.7% 14,659 $10.9M
Pinnacle Financial Group, LLC / IL 2.67% Add +2.2% 14,648 $10.9M
Nelson Capital Management, LLC 1.20% Reduce -1.1% 14,592 $10.9M
Towercrest Capital Management 1.52% Add +2.9% 14,586 $10.9M
State of Alaska, Department of Revenue 0.11% Reduce -11.2% 14,564 $10.9M
Warwick Investment Management, Inc. 1.22% Reduce -3.3% 14,539 $10.9M
First American Bank 0.60% Reduce -0.5% 14,453 $10.8M
Etesian Wealth Advisors, Inc. 3.17% Reduce -0.4% 14,375 $10.7M
Woodline Partners LP 0.03% New 14,361 $10.7M
Roman Butler Fullerton & Co. 2.56% Add +5.4% 14,310 $10.7M
Foster Victor Wealth Advisors, LLC 0.56% Reduce -38.3% 14,258 $10.7M
Vision Financial Markets LLC 9.28% Add +0.7% 14,325 $10.7M
QRG Capital Management, Inc. 0.09% Add +30.9% 14,317 $10.7M
NLB Skladi, upravljanje premozenja, d.o.o. 0.41% Add +4.6% 14,303 $10.7M
Citizens Business Bank 1.61% Add +1.5% 14,300 $10.7M
Quadrant Private Wealth Management, LLC 2.39% Reduce -1.1% 14,245 $10.7M
Macroview Investment Management LLC 6.62% Add +7.4% 14,277 $10.7M
Legacy Trust 1.88% Add +1.8% 14,247 $10.6M
Avantax Planning Partners, Inc. 0.26% Reduce -1.0% 14,244 $10.6M
Industrial Alliance Investment Management Inc. 5.00% Reduce -3.4% 14,237 $10.6M
Clark Capital Management Group, Inc. 0.06% Add +17.9% 14,232 $10.6M
Van Cleef Asset Management,Inc 1.08% Reduce -0.2% 14,216 $10.6M
Ruggiero Investments, Inc. 9.00% Add +9.9% 14,192 $10.6M
Hoxton Planning & Management, LLC 2.76% Reduce -4.0% 14,167 $10.6M
Rehmann Capital Advisory Group 0.48% Add +1.9% 14,119 $10.5M
Ascent Wealth Partners, LLC 1.05% Reduce -6.9% 14,094 $10.5M
Atlas Capital Advisors Inc. 1.15% Add +14.5% 14,090 $10.5M
Aspen Wealth Management LLC 1.79% Add +0.1% 14,048 $10.5M
Bar Harbor Wealth Management 0.56% Add +10.4% 14,062 $10.5M
Banque Cantonale Vaudoise 0.44% Reduce -10.0% 13,986 $10.4M
Beacon Advisors Holdings, LLC 5.08% Reduce -3.7% 13,909 $10.4M
Bfsg, LLC 0.92% Add +0.0% 13,876 $10.4M
Schrum Private Wealth Management LLC 10.63% Reduce -6.0% 18,735 $10.3M
Columbia Asset Management 1.80% Reduce -2.3% 13,834 $10.3M
URS Advisory LLC 5.74% Add +7.3% 13,817 $10.3M
Hartree Partners, LP 2.21% Add +3.0% 13,760 $10.3M
Plum Street Advisors, LLC 3.28% Reduce -5.8% 13,741 $10.3M
JTC Employer Solutions Trustee Ltd 0.82% Reduce -0.7% 13,732 $10.3M
Palladiem, LLC 9.94% Reduce -2.9% 13,725 $10.2M
Michels Family Financial, LLC 6.56% Add +3.2% 13,703 $10.2M
Waddell & Associates, LLC 0.51% Reduce -1.7% 13,680 $10.2M
Amplius Wealth Advisors, LLC 0.75% Add +32.6% 13,662 $10.2M
Washington Capital Management, Inc. 6.74% Reduce -0.1% 13,651 $10.2M
Frisco Financial Planning LLC 7.68% Add +0.2% 13,650 $10.2M
Bridgelight Financial Advisors, Inc. 6.98% Reduce -20.3% 13,643 $10.2M
Hedeker Wealth, LLC 1.94% Reduce -3.4% 13,605 $10.2M
Autumn Glory Partners, LLC 2.88% Add +9.6% 13,589 $10.1M
Independent Advisor Alliance 0.24% Reduce -94.5% 13,562 $10.1M
AlphaStar Capital Management, LLC 0.64% Add +5.2% 13,528 $10.1M
Sunflower Bank, N.A. 2.41% Reduce -38.0% 13,528 $10.1M
Bedminster, LLC 8.57% Reduce -5.3% 13,436 $10.0M
Kesler, Norman & Wride, LLC 1.59% Add +0.5% 13,417 $10.0M
First Washington CORP 2.43% Reduce -1.5% 13,376 $10.0M
Madrid Financial Services 5.28% Add +8.9% 13,369 $10.0M
Cypress Capital, LLC 2.70% Reduce -0.6% 13,308 $9.9M
Calamos Advisors LLC 0.05% Reduce -98.1% 13,308 $9.9M
Boston Partners 0.01% Add +1.2% 13,805 $9.9M
Ignite Planners, LLC 1.36% Add +3.4% 13,272 $9.9M
SeaCrest Wealth Management, LLC 1.09% Reduce -10.6% 13,247 $9.9M
Phillips Financial Management, LLC 0.72% Reduce -1.6% 13,220 $9.9M
Cozad Asset Management Inc. 0.64% Reduce -1.8% 13,200 $9.9M
Carret Asset Management, LLC 0.86% Add +0.4% 13,159 $9.8M
NBT Bank, N.A. 0.65% Reduce -1.8% 13,145 $9.8M
Triad Wealth Partners, LLC 0.58% Reduce -15.1% 12,909 $9.8M
SMART Wealth LLC 2.11% Add +942.4% 13,093 $9.8M
Perennial Advisors, LLC 1.52% Add +9.7% 13,072 $9.8M
Madison Park Capital Advisors, LLC 6.95% Add +1.6% 13,068 $9.8M
Herbst Group, LLC 5.30% Reduce -1.7% 13,015 $9.7M
Key Client Fiduciary Advisors, LLC 2.82% Add +4.7% 12,975 $9.7M
New Wave Wealth Advisors LLC 2.65% Reduce -12.6% 12,938 $9.7M
Cove Private Wealth, LLC 1.88% Add +23.4% 12,958 $9.7M
waypoint wealth counsel 6.06% Reduce -5.8% 12,938 $9.7M
Harbor Investment Advisory, LLC 0.67% Add +0.6% 12,914 $9.6M
Channel Wealth LLC 2.16% Reduce -6.4% 12,902 $9.6M
Keeler & Nadler Financial Planning & Wealth Management 2.73% Add +1.6% 12,900 $9.6M
Nemes Rush Group LLC 0.80% Add +1.3% 12,884 $9.6M
One River Asset Management, LLC 46.10% New 12,856 $9.6M
WBH Advisory Inc. 0.64% Reduce -1.1% 12,822 $9.6M
FreeGulliver LLC 3.37% Add +38.6% 12,791 $9.6M
Certified Advisory Corp 0.77% Reduce -2.2% 12,749 $9.5M
High Probability Advisors, LLC 1.02% No change 12,724 $9.5M
Latko Wealth Management, Ltd. 4.03% Reduce -0.9% 12,720 $9.5M
First City Capital Management, Inc. 4.62% Reduce -1.5% 12,713 $9.5M
Farmers & Merchants Investments Inc. 0.23% Add +1.3% 12,691 $9.5M
Covenant Asset Management, LLC 1.69% Add +1.7% 12,690 $9.5M
West Bancorporation Inc. 4.05% No change 12,676 $9.5M
Montis Financial, LLC 1.93% Reduce -1.9% 12,666 $9.5M
LexAurum Advisors, LLC 1.10% Add +368.1% 12,662 $9.5M
Petros Family Wealth, LLC 5.79% Add +2.0% 12,662 $9.5M
Annex Advisory Services, LLC 0.16% Add +4.4% 12,658 $9.5M
Laurel Oak Wealth Management, LLC 1.37% Reduce -2.6% 12,630 $9.4M
ZWJ Investment Counsel Inc. 0.30% Reduce -2.3% 12,623 $9.4M
Brightwater Advisory LLC 5.95% Reduce -0.5% 12,609 $9.4M
Genesee Capital Advisors, LLC 2.97% Add +26.1% 12,604 $9.4M
F/m Investments LLC 0.48% Add +4.9% 12,571 $9.4M
American Trust 0.72% Add +4.7% 12,548 $9.4M
One Day In July LLC 0.65% Add +0.3% 12,545 $9.4M
Corundum Group, Inc. 2.78% Add +1.2% 12,537 $9.4M
Burns J W & Co. Inc. 0.98% Add +0.6% 12,537 $9.4M
Successful Portfolios LLC 4.36% Reduce -0.9% 12,403 $9.3M
Topsail Wealth Management, LLC 1.19% No change 12,510 $9.3M
Capital Wealth Management, LLC 2.25% Reduce -0.5% 12,508 $9.3M
MassMutual Private Wealth & Trust, FSB 0.24% Reduce -8.6% 12,506 $9.3M
GWN Securities Inc. 1.56% Add +1.2% 12,501 $9.3M
Naples Global Advisors, LLC 0.57% Add +4.4% 12,436 $9.3M
Innova Wealth Partners 3.85% Add +111.3% 12,466 $9.3M
Redwood Park Advisors LLC 6.72% Add +0.7% 12,461 $9.3M
Hillman Co. 3.29% Add +182.0% 12,439 $9.3M
Surience Private Wealth LLC 8.17% Add +1.8% 12,435 $9.3M
Collective Family Office LLC 1.90% Reduce -3.5% 12,432 $9.3M
Ssa Swiss Advisors AG 3.48% Add +3.5% 12,425 $9.3M
Peregrine Asset Advisers, Inc. 2.01% Add +4.1% 12,396 $9.3M
Kanawha Capital Management LLC 0.60% Reduce -0.3% 12,344 $9.2M
Morton Capital Management LLC 1.26% Add +12.7% 12,336 $9.2M
Invst, LLC 0.90% Add +31.5% 12,299 $9.2M
Summit Wealth & Retirement Planning, Inc. 1.94% Reduce -0.7% 12,286 $9.2M
Pacific Financial Group Inc. 4.38% Reduce -15.7% 12,223 $9.1M
Cassaday & Co Wealth Management LLC 0.17% Add +2.9% 12,221 $9.1M
Old Second National Bank of Aurora 1.72% Reduce -1.5% 12,200 $9.1M
Lowery Thomas, LLC 4.45% Reduce -5.1% 12,193 $9.1M
IRON Financial LLC 3.76% Reduce -5.9% 12,191 $9.1M
OmniStar Financial Group, Inc. 4.19% Add +3.6% 12,173 $9.1M
Cerro Pacific Wealth Advisors LLC 2.05% Reduce -1.0% 12,152 $9.1M
Jackson Square Capital, LLC 1.26% Reduce -1.9% 12,118 $9.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.09% Add +1.3% 12,112 $9.0M
Legacy Wealth Partners, LLC 2.03% Add +24.8% 12,085 $9.0M
Xcelsior Advisor Partners LLC 1.19% Add +32.6% 12,074 $9.0M
Paragon Capital Management Ltd 1.71% Reduce -1.7% 12,067 $9.0M
Coastwise Capital Group, LLC 5.20% Add +2.3% 11,984 $8.9M
Aspire Capital Advisors LLC 1.74% Reduce -0.6% 11,960 $8.9M
M.D. Sass, LLC 0.59% Add +4.4% 11,940 $8.9M
Private Client Services, LLC 2.34% Reduce -12.8% 11,934 $8.9M
Joseph P. Lucia & Associates, LLC 2.68% Add +1.1% 11,909 $8.9M
Cannon Advisors, Inc. 5.42% Reduce -13.8% 11,843 $8.9M
Guardian Partners Inc. 0.80% Reduce -1.1% 11,910 $8.9M
Prime Buchholz LLC 3.21% New 11,909 $8.9M
Voya Investment Management LLC 0.01% Reduce -20.1% 11,903 $8.9M
Pinnacle Wealth Planning Services, Inc. 0.85% Add +4.9% 11,904 $8.9M
Sage Capital Management, LLC 3.46% Add +1.6% 11,867 $8.9M
Abner Herrman & Brock LLC 0.84% Reduce -6.3% 11,874 $8.9M
Tempus Wealth Planning, LLC 1.73% Add +12.4% 11,871 $8.9M
Clare Market Investments LLC 1.61% Add +17.6% 11,846 $8.8M
DBK Financial Counsel, LLC 7.41% No change 11,829 $8.8M
Centennial Bank 2.83% Add +3.4% 11,795 $8.8M
Intrua Financial, LLC 0.83% Reduce -10.7% 11,773 $8.8M
Bank Pictet & Cie (Europe) AG 0.17% Reduce -57.0% 11,757 $8.8M
Providence Financial Advisors, LLC 4.99% Reduce -1.2% 11,750 $8.8M
Markin Asset Management, LP 7.50% Add +77.8% 11,738 $8.8M
WealthPlan Investment Management, LLC 0.43% Reduce -5.9% 11,687 $8.7M
Lexington Hill Partners, LLC 4.23% Reduce -9.2% 11,684 $8.7M
Audent Global Asset Management, LLC 9.71% Reduce -14.2% 11,621 $8.7M
FWG Holdings, LLC 3.02% Add +0.1% 11,773 $8.7M
Pinnacle Bancorp, Inc. 2.25% Add +23.0% 11,607 $8.7M
Sitrin Capital Management LLC 3.83% Reduce -5.0% 11,555 $8.7M
Stronghold Wealth Management L.L.C. 11.56% Add +1.0% 11,561 $8.6M
Wealth High Governance Asset Management Ltda. 0.92% Reduce -21.7% 11,542 $8.6M
Triglav Investments, D.O.O. 0.45% Add +0.8% 11,465 $8.6M
Bragg Financial Advisors, Inc 0.23% Add +1.1% 11,465 $8.6M
Rossby Financial, LCC 1.56% Reduce -1.1% 11,454 $8.6M
ArchPoint Investors 1.80% Reduce -2.1% 11,386 $8.5M
W1M Asset Management Ltd 0.08% Add +22.9% 11,329 $8.5M
Alta Wealth Advisors LLC 2.29% Add +2.4% 11,292 $8.4M
Linscomb Wealth, Inc. 0.36% Reduce -2.5% 11,264 $8.4M
Checchi Capital Advisers, LLC 0.53% Add +5.8% 11,250 $8.4M
Twin Peaks Wealth Advisors, LLC 1.90% Add +37.3% 11,241 $8.4M
Reyes Financial Architecture, Inc. 4.70% Add +33924.2% 11,228 $8.4M
BTC Capital Management, Inc. 0.51% No change 11,227 $8.4M
Cypress Financial Planning LLC 2.05% Add +5.9% 11,207 $8.4M
Schneider Downs Wealth Management Advisors, LP 0.79% Reduce -1.3% 11,195 $8.4M
Ameliora Wealth Management Ltd. 2.48% Reduce -4.4% 11,184 $8.4M
Market Street Wealth Management Advisors LLC 1.19% Reduce -0.0% 11,180 $8.3M
Colony Family Offices, LLC 1.82% Add +9.1% 11,091 $8.3M
MRWM Advisors, LLC 3.41% Add +2.4% 11,118 $8.3M
Daybright Advisory Services, Inc. 1.98% Add +2.3% 11,112 $8.3M
Compass Financial Management LLC 1.01% — 10,800 $8.3M
Blue Fin Capital, Inc. 1.20% Reduce -5.9% 11,086 $8.3M
Cornerstone Advisors Asset Management, LLC 1.08% Reduce -3.4% 11,061 $8.3M
Howe & Rusling Inc. 0.48% Add +0.5% 11,055 $8.3M
USAdvisors Wealth Management, LLC 2.37% Add +8.7% 11,052 $8.3M
Avity Investment Management Inc. 0.53% Add +1.7% 11,049 $8.3M
Tandem Investment Partners LLC 6.35% Reduce -4.7% 11,028 $8.2M
Intact Investment Management Inc. 0.23% No change 10,985 $8.2M
Syon Capital LLC 0.36% Reduce -0.1% 10,977 $8.2M
Summa Corp. 2.57% Reduce -0.3% 10,966 $8.2M
Wick Capital Partners, LLC 1.24% Add +3.7% 10,965 $8.2M
Selby Wealth Management, LLC 2.90% Add +0.3% 10,959 $8.2M
Edgewood Management LLC 0.08% Reduce -8.9% 10,947 $8.2M
Maseco LLP 0.23% Add +0.2% 10,943 $8.2M
Well Done, LLC 1.10% Reduce -1.3% 10,925 $8.2M
Corsicana & Co. 3.95% Reduce -9.4% 10,923 $8.2M
Seven Mile Advisory 5.47% Reduce -0.5% 10,880 $8.1M
Victory Capital Management Inc. 0.00% Add +716.9% 10,905 $8.1M
Kraft, Davis & Associates, LLC 1.70% Add +3.0% 10,941 $8.1M
Sterneck Capital Management, LLC 3.48% Reduce -0.4% 10,881 $8.1M
Plotkin Financial Advisors, LLC 3.37% Add +0.4% 10,876 $8.1M
Capital Asset Advisory Services LLC 0.29% Add +2.5% 10,872 $8.1M
NWF Advisory Services Inc. 0.76% Add +2.7% 10,860 $8.1M
Ashford Capital Management Inc. 0.87% Reduce -3.0% 10,828 $8.1M
Kelleher Financial Advisors 1.16% Add +151.4% 10,807 $8.1M
Fiduciary Financial Advisors 0.82% Add +548.5% 10,856 $8.1M
New Paradigm Capital Management, LLC 17.24% New 10,800 $8.1M
OneAscent Financial Services LLC 0.38% Add +3.3% 10,777 $8.0M
Cliffwater LLC 2.00% No change 10,752 $8.0M
1900 Wealth Management LLC 0.45% Add +0.2% 10,746 $8.0M
Guidance Point Advisors, LLC 1.73% Add +0.3% 10,738 $8.0M
Caliber Wealth Management, LLC / KS 0.77% Reduce -4.7% 10,732 $8.0M
Seelaus Asset Management LLC 5.66% Reduce -6.0% 10,704 $8.0M
High Net Worth Advisory Group LLC 1.70% Reduce -1.4% 10,701 $8.0M
New Republic Capital, LLC 1.84% Reduce -5.8% 10,685 $8.0M
Aurora Private Wealth, Inc. 5.06% Add +2.4% 10,682 $8.0M
Armbruster Capital Management, Inc. 1.19% Reduce -0.0% 10,653 $8.0M
MinichMacGregor Wealth Management, LLC 1.21% Add +8.0% 10,650 $8.0M
Ascent Group, LLC 0.24% Add +0.6% 10,618 $7.9M
Founders Capital Management 3.43% Add +1.2% 10,604 $7.9M
Truepoint, Inc. 0.17% Reduce -10.1% 10,591 $7.9M
Roger Wittlin Investment Advisory, LLC 6.21% Reduce -3.2% 10,577 $7.9M
Drexel Morgan & Co. 1.10% No change 10,561 $7.9M
Colorado Capital Management, Inc. 2.69% Reduce -12.1% 10,547 $7.9M
Quantbot Technologies LP 0.31% Add +193.0% 10,526 $7.9M
Shoker Investment Counsel, Inc. 1.97% Add +4.1% 10,517 $7.9M
BOK Financial Private Wealth, Inc. 0.40% Add +46.1% 10,478 $7.8M
Piedmont Capital Management, LLC 4.79% Add +0.3% 10,503 $7.8M
Continuum Advisory, LLC 0.63% Add +5.9% 10,470 $7.8M
Deroy & Devereaux Private Investment Counsel Inc. 0.33% Reduce -9.3% 10,415 $7.8M
LCNB Corp. 2.38% Reduce -0.8% 10,409 $7.8M
PGIM Custom Harvest LLC 0.10% Reduce -12.8% 10,385 $7.8M
Almanack Investment Partners, LLC. 0.99% Add +46.4% 10,370 $7.7M
LCW Services, LLC 3.37% Reduce -4.0% 10,358 $7.7M
Old Mission Investment Co LLC 1.61% Reduce -0.2% 10,321 $7.7M
Range Advisory, LLC 0.92% Add +9.2% 10,341 $7.7M
Traynor Capital Management, Inc. 0.36% Add +0.7% 10,308 $7.7M
Quent Capital, LLC 0.47% Reduce -1.4% 10,302 $7.7M
JGP Global Gestao de Recursos Ltda. 17.16% New 10,290 $7.7M
Asset Dedication, LLC 0.48% Reduce -0.8% 10,286 $7.7M
Chicago Wealth Management, Inc. 2.72% Add +7.8% 10,284 $7.7M
TL Private Wealth 2.81% Reduce -2.3% 10,263 $7.7M
Oliver Luxxe Assets LLC 1.13% Reduce -1.4% 10,257 $7.7M
Grey Ledge Advisors, LLC 1.53% Add +0.1% 10,228 $7.6M
Patten Group, Inc. 1.19% Reduce -2.4% 10,223 $7.6M
Novak & Powell Financial Services, Inc. 3.59% Reduce -0.0% 10,212 $7.6M
Clear Creek Financial Management, LLC 0.49% Reduce -5.8% 10,202 $7.6M
Forty-three Eighteen Advisors, LLC 5.12% Reduce -0.1% 10,192 $7.6M
Bank of New Hampshire 1.59% Reduce -14.1% 10,173 $7.6M
Round Rock Advisors LLC 0.98% Add +16.0% 10,145 $7.6M
Lynx Investment Advisory 2.48% Add +51.8% 10,121 $7.6M
Peoples Bank 3.88% Add +1.4% 10,117 $7.6M
Timbuktu Capital Management, LLC 11.36% — 10,115 $7.6M
OakTrust Wealth Advisors, LLC 6.51% Add +1.9% 10,115 $7.6M
Florida Financial Advisors, LLC 1.27% Reduce -2.5% 10,084 $7.5M
Crews Bank & Trust 0.98% Reduce -0.5% 10,075 $7.5M
Strategy Asset Managers LLC 1.12% Reduce -0.9% 10,069 $7.5M
Facet Wealth, Inc. 0.11% Add +25.0% 10,054 $7.5M
Millington Financial Advisors, LLC 2.94% Reduce -17.9% 10,076 $7.5M
Private Capital Management, LLC 0.68% Add +2.0% 10,011 $7.5M
Madison Wealth Partners, Inc 0.95% Add +6.1% 10,009 $7.5M
My Personal CFO, LLC 2.92% Add +2.2% 10,008 $7.5M
Delta Investment Management, LLC 1.23% Add +13.2% 9,968 $7.4M
SageView Advisory Group, LLC 0.24% Reduce -0.6% 9,967 $7.4M
Barrett & Company, Inc. 2.08% Add +6.9% 9,964 $7.4M
Vanguard Advisers Inc. 0.03% Add +3.9% 9,961 $7.4M
Bay Rivers Group 2.54% Add +0.6% 9,946 $7.4M
Hohimer Wealth Management, LLC 0.77% Reduce -1.4% 9,931 $7.4M
Balentine LLC 0.26% Reduce -8.6% 9,928 $7.4M
Advyzon Investment Management, LLC 0.53% Add +111.8% 9,866 $7.4M
Iowa State Bank 1.23% Reduce -1.1% 9,819 $7.3M
Stone Wealth Partners 5.36% Reduce -3.0% 9,790 $7.3M
MorganRosel Wealth Management, LLC 2.47% Reduce -1.9% 9,791 $7.3M
Dale Q Rice Investment Management Ltd 3.96% Reduce -3.8% 9,772 $7.3M
Cedrus Wealth Group LLC 6.37% Reduce -55.5% 9,764 $7.3M
Legacy Wealth Management, LLC 0.38% Add +0.3% 9,742 $7.3M
Asset Advisory Group, Inc. 3.18% Reduce -0.3% 9,740 $7.3M
Guyasuta Investment Advisors Inc. 0.38% Add +1.1% 9,735 $7.3M
Ducere Wealth Management LLC 2.19% Reduce -3.1% 9,731 $7.3M
Latitude Advisors, LLC 2.90% Add +8.0% 9,731 $7.3M
LRI Investments, LLC 0.58% Add +0.3% 9,725 $7.3M
Ellenbecker Investment Group 0.85% Reduce -3.8% 9,722 $7.3M
Richards, Merrill & Peterson, Inc. 2.29% Add +3.1% 9,677 $7.2M
Cercano Management LLC 0.96% Reduce -82.7% 9,660 $7.2M
Fusion Family Wealth, LLC 0.48% Add +0.0% 9,637 $7.2M
White Pine Capital LLC 1.70% Add +3.0% 9,611 $7.2M
BlueSky Wealth Advisors, LLC 0.83% Add +38.0% 9,588 $7.2M
SGL Investment Advisors, Inc. 2.49% Add +13.7% 9,256 $7.2M
Maple Capital Management, Inc. 0.42% Add +109.3% 9,578 $7.2M
Peachtree Investment Partners, LLC 2.29% Add +33.9% 9,566 $7.1M
HCR Wealth Advisors 0.64% Reduce -3.6% 9,561 $7.1M
Murphy, Middleton, Hinkle & Parker, Inc. 2.88% Reduce -0.1% 9,495 $7.1M
Kayne Anderson Rudnick Investment Management LLC 0.02% Reduce -3.9% 9,455 $7.1M
Fogel Capital Management, Inc. 2.84% Add +4.6% 9,453 $7.1M
Orca Investment Management, LLC 5.12% Reduce -1.4% 9,437 $7.0M
GAMMA Investing LLC 0.26% Reduce -2.0% 9,435 $7.0M
GSG Advisors LLC 1.55% Add +0.1% 9,433 $7.0M
Allegheny Financial Group 0.75% Add +0.5% 9,430 $7.0M
Nautilus Advisors LLC 4.15% Reduce -0.8% 9,315 $7.0M
Garden State Investment Advisory Services LLC 1.38% Add +1.6% 9,408 $7.0M
Aegis Wealth Management LLC 3.30% Reduce -20.8% 9,407 $7.0M
Ibex Wealth Advisors 0.55% Reduce -14.7% 9,380 $7.0M
HORAN Wealth, LLC 0.87% Add +0.3% 9,368 $7.0M
Solano Wealth Investment Advisors LLC 3.18% Reduce -0.3% 9,367 $7.0M
CVFG LLC 0.73% Reduce -14.3% 9,344 $7.0M
Morris Financial Concepts, Inc. 2.14% Add +0.8% 9,341 $7.0M
Camelot Technology Advisors, Inc. 4.75% Reduce -18.4% 9,326 $7.0M
Trivium Point Advisory, LLC 0.63% Add +237.1% 9,300 $6.9M
Samalin Investment Counsel, LLC 2.23% Add +2.1% 9,286 $6.9M
Defined Wealth Management, LLC 3.57% Reduce -0.1% 9,285 $6.9M
NDWM LLC 4.06% Reduce -16.7% 9,264 $6.9M
American Institute for Advanced Investment Management, LLP 4.00% Reduce -2.6% 9,263 $6.9M
Arkansas Financial Group, Inc. 0.90% Add +5.0% 9,232 $6.9M
Vista Capital Partners, Inc. 0.60% Reduce -0.3% 9,229 $6.9M
Maripau Wealth Management LLC 2.44% Add +22.4% 9,158 $6.8M
Oder Investment Management, LLC 4.58% Reduce -2.6% 9,135 $6.8M
Bitterroot Capital Advisors LLC 4.11% Add +2.6% 9,134 $6.8M
Abacus Wealth Partners, LLC 0.72% Reduce -11.3% 9,122 $6.8M
Tower Bridge Advisors 0.61% Add +2.2% 9,072 $6.8M
Woodstock Corp. 0.56% Reduce -0.2% 9,060 $6.8M
Rossmore Private Capital 0.55% Reduce -1.3% 9,036 $6.8M
Levin Capital Strategies, L.P. 0.45% Add +0.0% 9,058 $6.8M
Cantor Fitzgerald Investment Advisors L.P. 0.46% Add +0.7% 9,042 $6.8M
Loudon Investment Management, LLC 3.32% Reduce -2.6% 9,042 $6.8M
Q3 Asset Management 1.24% Add +17.5% 9,037 $6.7M
Maloon Powers Pitre Higgins & Dennehy, LLC 2.32% — 9,032 $6.7M
Kearns & Associates LLC 3.15% Reduce -3.3% 9,029 $6.7M
Red Cedar Investment Management, LLC 0.64% No change 9,025 $6.7M
Personal Cfo Solutions, LLC 0.97% Reduce -1.9% 8,989 $6.7M
Concorde Asset Management, LLC 3.89% Add +2.2% 8,976 $6.7M
Orin Green Financial, LLC 2.47% Reduce -1.0% 8,968 $6.7M
Blue Trust, Inc. 0.07% Reduce -31.1% 8,951 $6.7M
Acropolis Investment Management, LLC 0.26% Reduce -1.3% 8,939 $6.7M
Confluence Investment Management LLC 0.10% Reduce -25.2% 8,922 $6.7M
Storen Legacy Partners, LLC 1.81% Add +0.7% 8,912 $6.7M
Castle Rock Wealth Management, LLC 1.31% Add +3.2% 8,922 $6.7M
JDM Financial Group LLC 2.27% Add +0.6% 8,888 $6.6M
Walkner Condon Financial Advisors LLC 0.76% Reduce -2.4% 8,886 $6.6M
KFA Private Wealth Group, LLC 1.59% Reduce -25.2% 8,862 $6.6M
Sage Rhino Capital LLC 1.09% Add +0.9% 8,843 $6.6M
S.A. Mason LLC 2.02% Add +0.2% 8,826 $6.6M
Beta Wealth Group, Inc. 2.47% Reduce -0.3% 8,808 $6.6M
Marks Group Wealth Management, Inc 0.57% Reduce -0.3% 8,794 $6.6M
Vision Retirement, LLC 1.59% Add +0.5% 8,790 $6.6M
Veracity Capital LLC 1.77% Reduce -7.7% 8,787 $6.6M
American National Bank & Trust 0.56% Reduce -3.1% 8,748 $6.5M
Tradition Wealth Management, LLC 0.40% Add +11.1% 8,743 $6.5M
Baker Ellis Asset Management LLC 0.68% Add +0.0% 8,742 $6.5M
Goldstone Financial Group, LLC 0.59% Add +3.2% 8,688 $6.5M
Quartz Partners, LLC 2.12% Add +5.5% 8,681 $6.5M
Focused Alpha, LLC 1.66% Add +12.9% 8,676 $6.5M
Curry Webb Wealth Management LLC 2.68% Reduce -8.8% 8,650 $6.5M
Breakwater Investment Management 2.19% Reduce -0.3% 8,632 $6.4M
Marietta Wealth Management, LLC 0.66% Reduce -3.8% 8,619 $6.4M
Abel Hall, LLC 1.11% Add +5.4% 8,614 $6.4M
Aureus Asset Management, LLC 0.39% Reduce -4.2% 8,586 $6.4M
Evernest Financial Advisors, LLC 1.34% Reduce -0.5% 8,579 $6.4M
Sightline Wealth Advisors, LLC 2.34% Add +0.2% 8,569 $6.4M
Legacy Financial Strategies, LLC 0.99% Reduce -0.1% 8,552 $6.4M
Black Diamond Financial, LLC 0.56% Add +45.4% 8,548 $6.4M
Cape Investment Advisory, Inc. 1.70% Add +5.4% 8,508 $6.4M
Beese Fulmer Investment Management, Inc. 0.37% Add +2.4% 8,502 $6.3M
Weaver Capital Management LLC 1.40% No change 9,754 $6.3M
Arrowroot Family Office, LLC 1.81% Add +1.9% 8,479 $6.3M
Baron Wealth Management LLC 1.64% Reduce -0.2% 8,466 $6.3M
Creative Financial Designs Inc. 0.30% Reduce -11.8% 8,466 $6.3M
Stephen J. Garry & Associates, LLC 4.61% Reduce -3.0% 8,462 $6.3M
Sierra Capital LLC 0.61% Add +5.3% 8,443 $6.3M
Secure Asset Management, LLC 0.89% Reduce -3.5% 8,437 $6.3M
Parkside Investments, LLC 0.70% Add +27.3% 8,418 $6.3M
Winch Advisory Services, LLC 1.30% Add +5.7% 8,405 $6.3M
XML Financial, LLC 0.46% Add +4.2% 8,396 $6.3M
Tiaa Trust, National Association 0.37% Reduce -1.7% 8,380 $6.3M
Bellwether Advisors, LLC 0.93% Reduce -0.4% 8,375 $6.3M
W Advisors, LLC 2.84% Add +0.0% 8,370 $6.3M
Omnia Family Wealth, LLC 1.67% Reduce -1.9% 8,330 $6.2M
ForthRight Wealth Management, LLC 1.59% Reduce -0.1% 8,342 $6.2M
Leverty Financial Group, LLC 1.21% Reduce -1.7% 8,340 $6.2M
Northeast Investment Management 0.23% Add +1.5% 8,326 $6.2M
Absolute Capital Management, LLC 1.55% Add +3.6% 8,319 $6.2M
Central Valley Advisors, LLC 1.59% Reduce -3.6% 8,322 $6.2M
Trust Co 0.56% Add +6.0% 8,320 $6.2M
Atlas Brown,Inc. 1.67% Reduce -1.9% 8,316 $6.2M
Visionary Wealth Advisors 0.24% Reduce -4.6% 8,308 $6.2M
Garrison Point Advisors, LLC 2.51% Add +0.0% 8,291 $6.2M
Mairs & Power Inc. 0.06% Reduce -69.5% 8,279 $6.2M
Baker Boyer National Bank 1.69% No change 8,259 $6.2M
Onyx Bridge Wealth Group LLC 0.55% Reduce -2.1% 8,257 $6.2M
Waycross Investment Management Co 4.69% Add +41.2% 8,247 $6.2M
Cherrydale Wealth Management, LLC 1.60% Add +160.8% 8,207 $6.1M
Wimmer Associates 1, LLC 2.77% Add +0.2% 8,204 $6.1M
McDonald Partners LLC 1.48% Add +5.0% 8,173 $6.1M
Greenspring Advisors, LLC 0.34% Add +2.0% 8,167 $6.1M
Heritage Investment Group, Inc. 0.82% Reduce -15.0% 8,158 $6.1M
Tilson Financial Group, Inc. 1.68% Add +1.8% 8,157 $6.1M
LSP Investment Advisors, LLC 5.58% Reduce -55.1% 8,152 $6.1M
Novus Advisors, LLC 12.64% Add +13.1% 8,121 $6.1M
Luminvest Wealth Management LLC 1.41% No change 8,138 $6.1M
Kerusso Capital Management LLC 2.21% New 8,116 $6.1M
Vienna Asset Management LLC 4.31% Reduce -13.9% 8,104 $6.1M
Matters Capital LLC 4.23% No change 8,096 $6.0M
Providence First Trust Co 1.69% Reduce -8.9% 8,080 $6.0M
Vanguard Personalized Indexing Management, LLC 0.05% Add +3.9% 8,077 $6.0M
Stonebridge Financial Group, LLC 0.46% Reduce -10.9% 8,073 $6.0M
LJI Wealth Management, LLC 0.84% Reduce -13.0% 8,053 $6.0M
TrustBank 2.03% Reduce -3.7% 8,016 $6.0M
Retireful, LLC 5.55% Add +138.5% 7,984 $6.0M
LWM Advisory Services, LLC 10.63% Reduce -63.5% 7,977 $6.0M
Pines Wealth Management, LLC 1.71% Reduce -2.1% 7,956 $5.9M
Fell Capital Management 5.00% Reduce -2.6% 7,952 $5.9M
Clientfirst Wealth Management, LLC 4.88% No change 7,950 $5.9M
MTM Investment Management, LLC 1.69% Add +0.5% 7,948 $5.9M
WPWealth LLP 0.88% Reduce -2.5% 7,941 $5.9M
Cohen Capital Management, Inc. 0.81% Add +0.0% 7,938 $5.9M
Washington Trust Advisors, Inc. 0.44% Add +15.7% 7,931 $5.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.29% Reduce -18.5% 7,929 $5.9M
Marin Bay Wealth Advisors, LLC 3.18% Reduce -94.2% 7,928 $5.9M
Invenio Wealth Partners LLC 2.12% Reduce -2.3% 7,925 $5.9M
Tower View Wealth Management LLC 2.60% Add +0.1% 7,915 $5.9M
10Elms LLP 2.64% Add +23.6% 7,894 $5.9M
Uhlmann Price Securities, LLC 0.22% Add +53.5% 7,888 $5.9M
Laraway Financial Advisors Inc 3.57% Reduce -1.3% 7,885 $5.9M
Smartleaf Asset Management LLC 0.19% No change 7,941 $5.9M
First Financial Bankshares Inc 0.11% No change 7,878 $5.9M
Fortitude Advisory Group L.L.C. 2.24% Reduce -12.7% 7,861 $5.9M
ELCO Management Co., LLC 2.53% Add +0.7% 7,854 $5.9M
Core Capital Management & Research, inc. 3.07% — 7,644 $5.8M
Iron Gate Global Advisors LLC 0.56% Add +1.4% 7,824 $5.8M
Gratus Wealth Advisors, LLC 0.74% No change 7,821 $5.8M
Brookwood Investment Group LLC 0.67% Add +63.3% 7,777 $5.8M
Rialto Wealth Management, LLC 1.15% No change 7,774 $5.8M
9823 Capital, L.P. 3.92% Add +0.1% 7,772 $5.8M
American Alpha Advisors, LLC 3.43% Reduce -0.5% 7,769 $5.8M
Auxano Advisors, LLC 1.10% Add +7.1% 7,763 $5.8M
Stairway Partners, LLC 0.27% Reduce -0.9% 7,762 $5.8M
BHK Investment Advisors, LLC 1.73% Reduce -0.5% 7,747 $5.8M
Little House Capital LLC 1.30% Add +0.4% 7,739 $5.8M
Peak Planning Group, LLC 1.30% Add +3.1% 7,729 $5.8M
Journey Advisory Group, LLC 0.44% Reduce -6.5% 7,722 $5.8M
AXS Investments LLC 1.63% Reduce -19.2% 7,711 $5.8M
Charles Schwab Trust Co 0.32% Add +158.9% 7,653 $5.7M
Sonata Capital Group Inc. 1.84% Add +4.9% 7,644 $5.7M
Financial Gravity Companies, Inc. 0.93% — 7,633 $5.7M
Everett Harris & Co. 0.07% No change 7,632 $5.7M
Wetzel Investment Advisors, Inc. 1.98% Reduce -0.0% 7,601 $5.7M
New Age Alpha Advisors, LLC 0.24% Reduce -31.1% 7,588 $5.7M
Wellington Shields & Co., LLC 1.26% Add +5.9% 7,550 $5.6M
Clarendon Private LLC 3.62% Add +6.6% 7,538 $5.6M
Tompkins Financial Corp. 0.39% Reduce -0.5% 7,526 $5.6M
Pegasus Asset Management, Inc. 1.60% Add +0.5% 7,515 $5.6M
Global Endowment Management, LP 0.57% Reduce -74.9% 7,500 $5.6M
Monument Capital Management 1.12% Add +475.6% 7,460 $5.6M
Quantum Financial Partners LLC 2.84% — 7,431 $5.5M
AtlasMark Financial, Inc 2.73% No change 7,430 $5.5M
Chesapeake Wealth Management 1.56% Add +0.8% 7,426 $5.5M
Moneda S.A. Administradora General de Fondos 4.53% New 7,396 $5.5M
Waters Parkerson & Co., LLC 0.27% Reduce -0.3% 7,387 $5.5M
ABLE Financial Group, LLC 0.92% Reduce -0.6% 7,371 $5.5M
PDS Planning, Inc 0.32% Add +6.0% 7,364 $5.5M
Veltria Advisors Corp. 16.85% Reduce -0.3% 7,347 $5.5M
Welch Group, LLC 0.19% Add +38.7% 7,346 $5.5M
Parsons Capital Management Inc. 0.25% Add +23.1% 7,345 $5.5M
Advisor OS, LLC 0.37% Reduce -60.0% 7,343 $5.5M
Rockingstone Advisors LLC 2.20% Add +3.3% 7,330 $5.5M
Morse Asset Management, Inc 0.91% Reduce -0.1% 7,329 $5.5M
TopTier Wealth Management, LLC 3.31% Add +0.2% 7,328 $5.5M
Canoe Financial LP 0.07% Add +118.4% 14,315 $5.5M
Essex Bank 1.18% Reduce -0.8% 7,308 $5.5M
Legacy Capital Wealth Management, LLC 2.54% Reduce -1.7% 7,299 $5.5M
Capital City Trust Co. 1.13% Add +18.4% 7,292 $5.4M
Beaird Harris Wealth Management, LLC 0.34% Add +2.6% 7,276 $5.4M
LBMC Investment Advisors, LLC 0.30% Add +0.1% 7,259 $5.4M
Sharkey, Howes & Javer 0.65% Reduce -56.5% 7,259 $5.4M
Financial Perspectives, Inc 1.32% Add +0.8% 7,238 $5.4M
Fragasso Financial Advisors Inc 0.29% Add +5.9% 7,236 $5.4M
Raffa Wealth Management, LLC 0.68% Add +0.1% 7,227 $5.4M
Breakthru Advisory Services, LLC 18.12% Reduce -47.3% 7,226 $5.4M
Two Point Capital Management, Inc. 2.17% Add +0.6% 7,207 $5.4M
Single Point Partners, LLC 0.95% Reduce -3.7% 7,205 $5.4M
Austin Asset Management Co Inc 0.77% Reduce -1.0% 7,203 $5.4M
Bantamac Capital, LLC 3.82% Reduce -3.4% 7,201 $5.4M
Heirloom Wealth Management 0.78% Reduce -6.0% 7,196 $5.4M
Family Legacy, Inc. 1.43% Reduce -0.4% 7,196 $5.4M
Copper Harbor Investment Advisors, LLC 1.14% — 7,196 $5.4M
Courage Capital Management LLC 7.96% No change 7,171 $5.4M
Blankinship & Foster, LLC 1.08% Reduce -1.3% 7,162 $5.3M
M1 Capital Management LLC 1.97% Add +0.7% 7,151 $5.3M
Revolve Wealth Partners, LLC 0.56% Add +12.6% 7,148 $5.3M
Townsquare Capital LLC 0.98% Add +5.5% 7,131 $5.3M
Hamilton Point Investment Advisors, LLC 0.75% No change 7,109 $5.3M
ICONIQ Capital, LLC 0.15% No change 7,122 $5.3M
Ramsay, Stattman, Vela & Price, Inc. 0.95% Add +0.3% 7,115 $5.3M
Catalyst Private Wealth, LLC 2.56% Reduce -1.8% 7,106 $5.3M
Optima Capital LLC 2.09% Add +33.1% 7,086 $5.3M
Steph & Co. 1.34% Add +3.3% 7,099 $5.3M
McGuire Capital Advisors Inc. 2.89% Add +47.3% 7,090 $5.3M
Twin Lakes Capital Management, LLC 2.02% Reduce -3.4% 7,080 $5.3M
Harbour Wealth Management Group, Inc. 3.57% Reduce -1.4% 7,078 $5.3M
Abacus Planning Group, Inc. 0.65% Reduce -0.6% 7,073 $5.3M
Schaper Benz & Wise Investment Counsel Inc. 0.35% Reduce -0.4% 7,064 $5.3M
DHJJ Financial Advisors, Ltd. 1.52% Reduce -1.3% 7,059 $5.3M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.62% Add +4.6% 7,057 $5.3M
Uptick Partners, LLC 0.82% Add +5.1% 7,051 $5.3M
Journey Beyond Wealth, LLC 4.09% Reduce -2.9% 7,013 $5.2M
Objective Capital Management, LLC 4.65% Add +0.4% 7,006 $5.2M
Bennett Selby Investments LP 1.67% Add +1.7% 7,002 $5.2M
Platform Technology Partners 0.86% Reduce -2.2% 7,000 $5.2M
First Interstate Bank 0.27% Add +10.5% 6,989 $5.2M
Boston Research & Management Inc. 1.16% Reduce -0.5% 6,971 $5.2M
Signature Wealth Management Partners, LLC 2.43% Reduce -0.1% 6,970 $5.2M
Sage Financial Group Inc. 0.29% Add +14.5% 6,967 $5.2M
SeaBridge Investment Advisors LLC 0.75% Add +2.3% 6,957 $5.2M
NWK Group, Inc. 1.60% Reduce -3.4% 6,952 $5.2M
T. Rowe Price Associates Inc. 0.00% Reduce -31.7% 6,948 $5.2M
Hennion & Walsh Asset Management, Inc. 0.15% Add +2.4% 6,948 $5.2M
Pursue Wealth Partners LLC 2.90% Add +2.4% 6,942 $5.2M
Waterfront Wealth Inc. 0.80% Reduce -0.5% 6,854 $5.2M
Keebeck Wealth Management 0.51% Reduce -0.6% 6,921 $5.2M
Clear Point Advisors Inc. 4.58% New 6,923 $5.2M
ORBA Wealth Advisors, L.L.C. 4.42% Add +11.6% 6,923 $5.2M
Lotus Asset Management LLC 4.57% — 6,912 $5.2M
OP Asset Management Ltd 0.05% New 6,896 $5.1M
MetLife Inc 39.25% No change 6,878 $5.1M
Generation Capital Management LLC 3.14% Reduce -1.2% 6,859 $5.1M
Cardinal Point Capital Management ULC 0.29% Add +2.3% 6,847 $5.1M
Tennessee Valley Asset Management Partners 0.56% Add +7.5% 6,838 $5.1M
Roffman Miller Associates Inc. 0.27% Add +1.3% 6,827 $5.1M
RKL Wealth Management LLC 0.41% Add +1.4% 6,812 $5.1M
Ironclad Investments LLC 2.18% No change 6,805 $5.1M
Red Door Wealth Management, LLC 0.46% Reduce -2.0% 6,776 $5.1M
Ledyard National Bank 0.41% Reduce -3.9% 6,763 $5.1M
Aldebaran Financial Inc. 4.10% Reduce -9.5% 6,756 $5.0M
Thoroughbred Financial Services, LLC 0.24% Add +1.9% 6,756 $5.0M
Private Wealth Partners, LLC 0.36% Reduce -1.2% 6,755 $5.0M
Howard Wealth Management, LLC 1.86% Add +1.3% 6,735 $5.0M
Cedarwood Wealth LLC 3.80% Add +0.6% 6,734 $5.0M
Cascades Capital Asset Management, LLC 1.87% Add +0.0% 6,734 $5.0M
Sandy Cove Advisors, LLC 1.26% Add +23.8% 6,726 $5.0M
Madden Advisory Services, Inc. 1.80% Reduce -2.5% 6,725 $5.0M
First American Trust, FSB 0.30% Reduce -9.4% 6,723 $5.0M
Tanglewood Legacy Advisors, LLC 1.62% Reduce -2.3% 6,719 $5.0M
Alchemi Wealth, LLC 2.35% Add +8.6% 6,716 $5.0M
Ranch Capital Advisors Inc. 1.59% Add +4.4% 6,698 $5.0M
Indivisible Partners 0.28% Add +807.6% 6,707 $5.0M
Eagle Global Advisors LLC 0.17% Reduce -2.0% 6,703 $5.0M
Boothbay Fund Management, LLC 0.10% Add +84.7% 6,687 $5.0M
Legacy Capital Wealth Partners, LLC 0.96% Reduce -74.5% 18,748 $5.0M
Libra Wealth LLC 1.27% No change 6,678 $5.0M
Gunpowder Capital Management, LLC dba Oliver Wealth Management 3.50% Reduce -9.8% 6,666 $5.0M
Enclave Advisors LLC 0.65% Reduce -0.1% 6,663 $5.0M
Boston Trust Walden Corp 0.04% Add +4.9% 6,637 $5.0M
Next Capital Management LLC 1.34% Reduce -1.9% 6,632 $5.0M
Semitam Bonam LLC 3.64% Reduce -0.7% 6,632 $5.0M
Henrickson Nauta Wealth Advisors, Inc. 1.21% Add +12.7% 6,627 $4.9M
Foundry Financial LLC 1.67% Add +1160.0% 6,615 $4.9M
Orgel Wealth Management, LLC 0.09% Add +5.3% 6,613 $4.9M
Beacon Financial Advisory LLC 0.97% Reduce -3.7% 6,610 $4.9M
Teucrium Investment Advisors, LLC 4.39% New 6,610 $4.9M
FSM Wealth Advisors, LLC 0.53% Reduce -6.6% 6,609 $4.9M
Alley Investment Management Company, LLC 0.58% Reduce -2.6% 6,602 $4.9M
GMO 0.01% Reduce -13.8% 6,593 $4.9M
Capital Analysts, LLC 0.11% Add +9.9% 6,586 $4.9M
Semus Wealth Partners LLC 2.37% Reduce -1.0% 6,580 $4.9M
Towerpoint Wealth, LLC 1.71% Add +10.3% 6,576 $4.9M
Graves Light Lenhart Wealth, Inc. 0.46% Add +2.9% 6,570 $4.9M
Comprehensive Financial Consultants Institutional, Inc. 1.30% Add +0.4% 6,564 $4.9M
Destiny Wealth Partners, LLC 0.69% Reduce -59.1% 6,554 $4.9M
B & T Capital Management DBA Alpha Capital Management 0.64% Reduce -4.5% 6,555 $4.9M
KKM Financial LLC 0.67% Reduce -30.4% 6,553 $4.9M
Resolute Wealth Strategies, LLC 1.89% Reduce -8.3% 6,546 $4.9M
Arcus Capital Partners, LLC 2.02% Add +13.7% 6,539 $4.9M
Pincus Capital Management, LP 2.91% No change 6,536 $4.9M
Avalon Trust Co 0.30% Reduce -2.3% 6,530 $4.9M
M.E. Allison & Co., Inc. 2.80% Reduce -4.0% 6,525 $4.9M
Vinland Capital Management Gestora de Recursos LTDA. 47.99% No change 6,523 $4.9M
American State Bank (Iowa) 1.97% No change 6,507 $4.9M
Stephenson & Company, Inc. 2.27% Add +2.3% 6,496 $4.9M
Home Federal Bank of Tennessee 1.04% Reduce -1.8% 6,483 $4.8M
Griffith & Werner, Inc. 2.27% Add +1.0% 6,481 $4.8M
Woodmont Investment Counsel LLC 0.26% Reduce -1.4% 6,478 $4.8M
Sunesis Advisors, LLC 2.00% Reduce -1.0% 6,472 $4.8M
Mengis Capital Management, Inc. 0.74% Reduce -0.3% 6,461 $4.8M
Fiduciary Wealth Partners, LLC 2.66% Add +0.1% 6,461 $4.8M
Signature Equity Partners, LLC 2.21% Reduce -18.0% 6,460 $4.8M
Lockerman Financial Group, Inc. 7.37% Add +28.6% 6,455 $4.8M
Sig Brokerage, LP 0.77% New 6,453 $4.8M
Roberts Glore & Co. Inc. 1.19% Add +11.0% 6,447 $4.8M
Prasad Wealth Partners, LLC 1.16% Reduce -1.6% 6,440 $4.8M
M3 Advisory Group, LLC 2.49% Add +1.1% 6,419 $4.8M
Apollon Financial, LLC 0.57% Add +0.3% 6,417 $4.8M
McAdam, LLC 0.18% Reduce -8.0% 6,410 $4.8M
Duncker Streett & Co. Inc. 0.81% Add +8.1% 6,410 $4.8M
Insight Wealth Strategies, LLC 0.47% Reduce -5.0% 6,414 $4.8M
Argos Wealth Advisors, LLC 1.26% Add +20.0% 6,388 $4.8M
Midland Wealth Advisors, LLC 0.22% Reduce -0.7% 6,358 $4.7M
Prism Advisors, Inc. 1.15% Reduce -1.6% 6,355 $4.7M
Essex LLC 0.72% Reduce -0.1% 6,353 $4.7M
Castleview Partners, LLC 2.08% Reduce -0.4% 6,348 $4.7M
Evensky & Katz LLC 0.24% Add +19.4% 6,345 $4.7M
Horizon Wealth Management, LLC 0.60% Add +1.7% 6,343 $4.7M
Schear Investment Advisers, LLC 1.58% Reduce -43.4% 6,342 $4.7M
CPC Advisors, LLC 0.64% Reduce -3.5% 6,337 $4.7M
Drucker Wealth 3.0, LLC 0.75% Reduce -0.2% 6,337 $4.7M
Hemenway Trust Co LLC 0.33% Reduce -0.7% 6,317 $4.7M
North Star Asset Management Inc. 0.18% Reduce -2.1% 6,299 $4.7M
Thompson David Blair 2.35% Reduce -7.3% 6,298 $4.7M
Investment House LLC 0.21% New 6,292 $4.7M
Tillman Hartley LLC 1.05% No change 6,261 $4.7M
Cooksen Wealth, LLC 2.94% Add +42.8% 6,255 $4.7M
Liberty Wealth Management LLC 0.58% No change 7,179 $4.7M
Abundance Wealth Counselors 0.30% Add +74.0% 6,249 $4.7M
Councilmark Asset Management, LLC 2.47% No change 6,245 $4.7M
Ewa, LLC 0.85% Add +0.4% 6,243 $4.7M
SC&H Financial Advisors, Inc. 0.62% Add +0.6% 6,226 $4.6M
Rebalance, LLC 0.24% Reduce -17.6% 6,221 $4.6M
Elevation Wealth Partners, LLC 1.39% Reduce -0.2% 6,216 $4.6M
Wealthspire Retirement, LLC 0.25% Add +2.7% 6,204 $4.6M
Outlook Wealth Advisors, LLC 1.00% Add +9.0% 6,215 $4.6M
Tranquilli Financial Advisor LLC 2.49% Add +13.5% 6,206 $4.6M
Deltec Asset Management LLC 0.68% Reduce -0.1% 6,205 $4.6M
Investment Insight Wealth Management, LLC 4.01% Add +0.3% 6,197 $4.6M
Presilium Private Wealth, LLC 0.71% Add +778.2% 6,191 $4.6M
Elm Partners Management LLC 0.17% Reduce -0.2% 6,182 $4.6M
Curbstone Financial Management Corp 0.78% Reduce -2.2% 6,163 $4.6M
WJ Financial Advisors LLC 3.38% Add +1.2% 6,154 $4.6M
F&V Capital Management, LLC 0.85% Reduce -1.1% 6,149 $4.6M
Total Clarity Wealth Management, Inc. 0.89% Reduce -3.1% 6,149 $4.6M
Elwood & Goetz Wealth Advisory Group, LLC 0.68% Add +6.8% 6,147 $4.6M
Pullen Investment Management, LLC 2.12% Reduce -0.4% 6,143 $4.6M
Resurgent Financial Advisors LLC 1.28% Reduce -21.8% 6,137 $4.6M
Capital Wealth Alliance, LLC 2.12% Reduce -0.0% 6,127 $4.6M
Forza Wealth Management, LLC 1.40% No change 6,121 $4.6M
Summitry LLC 0.15% New 6,085 $4.5M
Edge Wealth Management LLC 0.76% Reduce -1.1% 6,078 $4.5M
Smith Salley Wealth Management 0.20% Reduce -25.2% 6,075 $4.5M
Liberty Square Wealth Partners LLC 1.08% Reduce -5.4% 6,063 $4.5M
Permanens Capital L.P. 0.47% Reduce -3.0% 6,043 $4.5M
Clearview Wealth Management LLC 2.91% Reduce -0.8% 6,055 $4.5M
Juncture Wealth Strategies, LLC 1.18% Add +2.4% 6,048 $4.5M
Anchor Investment Management, LLC 0.34% Reduce -23.9% 6,046 $4.5M
Silvant Capital Management LLC 0.13% No change 6,045 $4.5M
Regent Peak Wealth Advisors LLC 0.84% Reduce -32.9% 6,043 $4.5M
Snowwater Investment Partners, LLC 3.12% Add +0.0% 6,026 $4.5M
Menora Mivtachim Holdings LTD. 0.02% No change 6,040 $4.5M
Optivise Advisory Services LLC 2.29% Add +1.8% 6,036 $4.5M
Orleans Capital Management Corp. 2.33% No change 6,035 $4.5M
Fielder Capital Group LLC 0.97% Add +16.1% 6,028 $4.5M
Opal Wealth Advisors, LLC 0.97% Add +12.0% 6,026 $4.5M
Smith Asset Management Co., LLC 3.53% Add +0.6% 6,014 $4.5M
Verum Partners LLC 0.68% Add +10.9% 6,013 $4.5M
Bridges Investment Management Inc. 0.05% Reduce -43.8% 6,009 $4.5M
Charter Research & Investment Group, Inc. 2.72% Reduce -0.6% 6,007 $4.5M
Spinnaker Investment Group, LLC 0.72% Add +76.8% 6,004 $4.5M
Fischer Investment Strategies, LLC 2.14% Reduce -17.3% 6,001 $4.5M
CMT Capital Markets Trading GmbH 2.34% Reduce -27.0% 5,997 $4.5M
Cornerstone Advisory, LLC 0.37% Add +2.8% 5,988 $4.5M
Affiance Financial, LLC 0.64% Reduce -2.7% 5,966 $4.5M
First National Bank Sioux Falls 1.22% No change 6,346 $4.5M
Summit Financial Wealth Advisors, LLC 0.57% Add +1.2% 5,961 $4.5M
Kathmere Capital Management, LLC 0.24% Add +3.1% 5,943 $4.4M
LOM Asset Management Ltd 1.15% Add +0.5% 5,939 $4.4M
CWS Financial Advisors, LLC 0.98% Add +0.3% 5,928 $4.4M
Prosperity Planning, Inc. 1.42% Reduce -2.8% 5,927 $4.4M
Kohlberg Kravis Roberts & Co. L.P. 0.08% New 5,920 $4.4M
Kelman-Lazarov, Inc. 0.58% Reduce -0.1% 5,917 $4.4M
Weaver Consulting Group 0.91% Add +2.5% 5,915 $4.4M
Costello Asset Management, INC 1.33% Add +60.4% 5,913 $4.4M
Sterling Capital Management LLC 0.08% No change 5,910 $4.4M
GW Henssler & Associates Ltd. 0.20% Add +5.7% 5,894 $4.4M
Climber Capital SA 2.69% Add +10.3% 5,900 $4.4M
First United Bank & Trust 1.26% Reduce -2.6% 5,864 $4.4M
Jones Kertz & Associates, Inc. 2.02% Reduce -3.2% 5,863 $4.4M
Interchange Capital Partners, LLC 0.82% Reduce -2.5% 5,859 $4.4M
Retirement Guys Formula LLC 1.65% Add +3.1% 5,858 $4.4M
Horizon Investment Services, LLC 1.21% Reduce -3.0% 5,837 $4.4M
Fagan Associates, Inc. 0.54% Reduce -0.1% 5,829 $4.4M
Zions Bancorporation, National Association 0.26% Reduce -0.7% 5,823 $4.3M
Gold Investment Management Ltd. 1.18% Reduce -2.3% 5,824 $4.3M
Element Wealth, LLC 1.63% Reduce -7.4% 5,809 $4.3M
Summit Place Financial Advisors, LLC 1.90% Add +0.6% 5,808 $4.3M
Investmark Advisory Group LLC 1.65% Add +1.1% 5,808 $4.3M
Per Stirling Capital Management, LLC. 0.41% Reduce -0.7% 5,806 $4.3M
Altfest L J & Co. Inc. 0.42% Reduce -1.7% 5,804 $4.3M
Security Financial Services, INC. 0.60% Add +0.9% 5,788 $4.3M
Wynn Capital, LLC 1.93% Reduce -0.7% 5,779 $4.3M
Ofc Financial Planning, LLC 3.83% No change 5,772 $4.3M
MOR Wealth Management, LLC 1.72% Add +8.5% 5,771 $4.3M
Monograph Wealth Advisors, LLC 0.35% No change 5,753 $4.3M
Fortis Capital Management LLC 0.48% Reduce -6.4% 5,757 $4.3M
Farmers National Bank 0.89% Reduce -6.3% 5,739 $4.3M
North Capital, Inc. 3.23% Reduce -11.5% 5,734 $4.3M
Greenfield Savings Bank 1.62% Add +0.8% 5,727 $4.3M
Harvest Investment Services, LLC 0.66% Add +1.7% 5,727 $4.3M
Paradigm, Strategies in Wealth Management, LLC 2.60% Reduce -1.1% 5,723 $4.3M
FourThought Financial Partners, LLC 0.33% Reduce -1.4% 5,715 $4.3M
BCM Advisors, LLC 0.83% Add +0.8% 5,771 $4.3M
Beaumont Financial Advisors, LLC 0.27% Add +13.6% 5,709 $4.3M
Park National Corp. 0.12% Reduce -4.0% 5,673 $4.2M
Crumly & Associates Inc. 0.81% Reduce -20.8% 5,653 $4.2M
Novem Group 0.43% Reduce -18.9% 5,646 $4.2M
Windsor Capital Management, LLC 1.09% Reduce -5.9% 5,627 $4.2M
PlanVest Financial, Inc 2.81% Add +4.8% 5,625 $4.2M
BWM Planning, LLC 0.97% Add +30.2% 5,624 $4.2M
Bearing Point Capital, LLC 0.57% Add +40.8% 5,614 $4.2M
Mitchell McLeod Pugh & Williams Inc. 0.51% Add +1.1% 5,611 $4.2M
Breakwater Capital Group 0.50% Reduce -9.3% 5,609 $4.2M
Inspirion Wealth Advisors, LLC 0.48% Reduce -0.7% 5,614 $4.2M
Briggs Wealth Management, Inc 3.82% Reduce -1.8% 5,600 $4.2M
TritonPoint Partners, LLC 0.35% Add +136.7% 5,581 $4.2M
One Wealth Management Investment & Advisory Services, LLC 4.38% Reduce -17.3% 5,588 $4.2M
Pacific Wealth Strategies Group, Inc. 2.40% Reduce -77.7% 5,580 $4.2M
Northstar Group, Inc. 0.55% No change 5,574 $4.2M
UNIVEST FINANCIAL Corp 0.20% Reduce -1.9% 5,565 $4.2M
Brandywine Oak Private Wealth LLC 0.32% Add +8.1% 5,559 $4.2M
WealthShield Partners, LLC 0.63% Reduce -39.4% 5,535 $4.1M
Spirepoint Private Client, LLC 0.34% Add +8.6% 5,546 $4.1M
City Holding Co. 0.47% Reduce -1.4% 5,524 $4.1M
Moss Adams Wealth Advisors LLC 0.26% Reduce -2.6% 5,507 $4.1M
Custos Family Office, LLC 2.48% Add +0.1% 5,521 $4.1M
First Hawaiian Bank 0.52% No change 5,520 $4.1M
BridgePort Financial Solutions, LLC 1.05% Reduce -13.4% 5,514 $4.1M
Cooper Financial Group 0.34% Add +1.6% 5,503 $4.1M
Sabby Management, LLC 34.69% Add +101.2% 5,500 $4.1M
Mason & Associates, LLC 0.85% Reduce -0.5% 5,496 $4.1M
Wealthquest Corp 0.26% Add +10.8% 5,488 $4.1M
Cahill Financial Advisors Inc. 0.39% Add +0.1% 5,481 $4.1M
Denver Wealth Management, Inc. 1.17% Reduce -2.3% 5,477 $4.1M
Sound Income Strategies, LLC 0.18% Add +0.8% 5,455 $4.1M
Realta Investment Advisors 1.27% Add +28.9% 5,452 $4.1M
Sunbeam Capital Management, LLC 1.86% Add +491.9% 5,451 $4.1M
Patriot Financial Group Insurance Agency, LLC 0.42% Reduce -51.6% 5,447 $4.1M
Ballast Rock Private Wealth LLC 1.88% Add +2.4% 5,431 $4.1M
Roehl & Yi Investment Advisors, LLC 1.34% No change 5,440 $4.1M
Kagan Cocozza Asset Management 2.54% Reduce -0.9% 5,438 $4.1M
JGP Wealth Management, LLC 0.36% Add +0.3% 5,436 $4.1M
Hassell Wealth Management, LLC 1.24% Add +0.3% 5,445 $4.1M
Epacria Capital Partners, LLC 3.13% No change 5,432 $4.1M
Coign Capital Advisors LLC 1.82% Reduce -0.9% 5,424 $4.1M
Wood Tarver Financial Group, LLC 0.96% Add +1.6% 5,423 $4.0M
Guardsman Private Capital Management, Inc. 2.84% Add +0.1% 5,417 $4.0M
Greykasell Wealth Strategies, Inc. 1.47% Add +1.0% 5,411 $4.0M
Vawter Financial, Ltd. 1.52% Reduce -0.8% 5,410 $4.0M
Steel Grove Capital Advisors, LLC 0.38% Add +0.2% 5,397 $4.0M
Ellevest, Inc. 0.47% Add +2.9% 5,452 $4.0M
Sivia Capital Partners, LLC 0.49% No change 5,379 $4.0M
Bingham Private Wealth, LLC 2.76% Add +4.0% 5,378 $4.0M
Ironwood Investment Counsel, LLC 0.53% Reduce -6.3% 5,375 $4.0M
Curran Financial Partners, LLC 0.60% Reduce -1.0% 5,365 $4.0M
Sittner & Nelson, LLC 1.26% Reduce -1.6% 5,355 $4.0M
Marble Wealth, LLC 0.61% Reduce -0.2% 5,342 $4.0M
Cape Cod Five Cents Savings Bank 0.32% — 5,334 $4.0M
United Community Bank 1.23% Add +51.0% 5,328 $4.0M
Watershed Private Wealth LLC 1.12% No change 5,309 $4.0M
PUREfi Wealth, LLC 2.18% Reduce -6.4% 5,306 $4.0M
Alamea Verwaltungs GmbH 3.16% No change 5,301 $4.0M
Parcion Private Wealth LLC 0.22% Reduce -12.0% 5,299 $4.0M
Octavia Wealth Advisors, LLC 0.34% Reduce -12.7% 5,281 $4.0M
Dunhill Financial, LLC 0.81% Reduce -7.2% 5,285 $3.9M
Highland Capital Management, LLC 0.18% Reduce -20.1% 5,274 $3.9M
Alta Capital Management LLC/ 0.29% Add +341.0% 5,274 $3.9M
Cascade Financial Partners, LLC 0.34% Reduce -0.9% 5,271 $3.9M
Mason Investment Advisory Services, Inc. 0.15% Add +0.1% 5,257 $3.9M
Gilbert & Cook, Inc. 0.45% Reduce -1.0% 5,252 $3.9M
T3 Companies, LLC 4.56% Add +1064.1% 5,250 $3.9M
Financial Advisors Network, Inc. 0.48% Add +1.3% 5,243 $3.9M
1 North Wealth Services LLC 1.28% Add +1.2% 5,238 $3.9M
Gemmer Asset Management LLC 0.26% Reduce -6.8% 5,233 $3.9M
GW&K Investment Management, LLC 0.03% Reduce -7.6% 5,217 $3.9M
Stevens Capital Management LP 0.93% Reduce -81.0% 5,210 $3.9M
Hyposwiss Advisors SA 3.67% Reduce -48.9% 5,182 $3.9M
Rede Wealth, LLC 1.28% Reduce -0.2% 5,179 $3.9M
Koss-Olinger Consulting, LLC 0.30% Add +20.1% 5,165 $3.9M
Rice Partnership, LLC 0.47% Reduce -4.3% 5,162 $3.9M
Wealth Management Partners, LLC 0.91% Add +0.2% 5,162 $3.9M
Reynders McVeigh Capital Management, LLC 0.17% Reduce -4.5% 5,157 $3.9M
Goldstein Advisors, LLC 0.35% Add +34.5% 5,154 $3.8M
Stratos Investment Management, LLC 0.14% Add +3.4% 5,139 $3.8M
Patton Albertson Miller Group, LLC 0.38% Reduce -2.2% 5,138 $3.8M
Warner Financial, Inc. 1.13% Reduce -0.2% 5,131 $3.8M
Holderness Investments Co. 0.64% Reduce -1.2% 5,125 $3.8M
Leeward Financial Partners, LLC 1.00% Add +0.2% 5,111 $3.8M
JM2 Capital Inc. 2.62% Add +1.6% 5,107 $3.8M
BankPlus Wealth Management LLC 1.72% Reduce -0.6% 5,102 $3.8M
Hurley Capital, LLC 1.97% Add +8.6% 5,103 $3.8M
Alpha Wealth Funds, LLC 2.36% Add +3.8% 5,103 $3.8M
Bangor Savings Bank 0.28% Reduce -2.6% 5,095 $3.8M
Hilltop National Bank 0.81% Add +2.0% 5,087 $3.8M
Aviance Capital Partners, LLC 0.39% Add +0.9% 5,085 $3.8M
Raab & Moskowitz Asset Management LLC 0.76% Reduce -0.3% 5,084 $3.8M
Northwest Bancshares, Inc. 0.68% Reduce -15.1% 5,079 $3.8M
Eagle Wealth Strategies LLC 1.45% Add +0.5% 5,077 $3.8M
JSF Financial, LLC 0.61% Add +86.8% 5,073 $3.8M
Sierra Summit Advisors LLC 0.42% Add +8.9% 5,070 $3.8M
RIA Advisory Group LLC 0.84% Reduce -76.3% 5,061 $3.8M
Sharper & Granite LLC 1.17% Reduce -50.6% 5,058 $3.8M
Foresight Capital Management Advisors, Inc. 1.84% Reduce -75.3% 5,057 $3.8M
Harmony Asset Management LLC 1.01% Reduce -7.1% 5,052 $3.8M
Pavion Blue Capital, LLC 1.52% Reduce -0.4% 5,051 $3.8M
Epiq Partners, LLC 1.64% Reduce -1.1% 5,048 $3.8M
LGT Financial Advisors LLC 19.92% Add +0.0% 5,045 $3.8M
Madrid Wealth Management, LLC 2.47% Add +0.1% 5,043 $3.8M
BCS Wealth Management 0.68% Add +12.0% 5,036 $3.8M
Integrated Financial Solutions, Inc. 2.02% Reduce -3.8% 5,011 $3.7M
Confluence Wealth Services, Inc. 0.11% Add +0.3% 5,004 $3.7M
Main Street Group, LTD 0.93% Reduce -0.8% 5,000 $3.7M
Intrepid Family Office LLC 3.44% New 5,000 $3.7M
Broderick Brian C 0.58% No change 5,000 $3.7M
Willis Johnson & Associates, Inc. 0.21% Reduce -50.3% 4,999 $3.7M
Private Wealth Group, LLC 1.44% No change 4,994 $3.7M
Mirador Capital Partners LP 0.46% Add +1.7% 4,988 $3.7M
Strategic Investment Management, LLC 1.28% Reduce -15.7% 4,980 $3.7M
Searle & Co. 0.83% Add +11.8% 4,976 $3.7M
Davidson Trust Co. 1.45% Reduce -0.5% 4,969 $3.7M
Strait & Sound Wealth Management LLC 1.30% Reduce -2.3% 4,963 $3.7M
Freestate Advisors LLC 2.77% Add +0.7% 4,958 $3.7M
Canal Capital Management, LLC 0.45% Add +24.3% 4,939 $3.7M
Trust Co of the South 0.52% Add +2.1% 4,935 $3.7M
Verus Financial Partners, Inc. 0.31% Reduce -0.2% 4,926 $3.7M
Builder Investment Group Inc. 0.73% Reduce -1.2% 4,920 $3.7M
Summit Financial Strategies, Inc. 0.26% Reduce -5.1% 4,919 $3.7M
Parisi Gray Wealth Management 0.75% Reduce -0.4% 4,916 $3.7M
Olde Wealth Management, LLC 1.04% Add +4.7% 4,898 $3.7M
Equita Financial Network, Inc. 1.02% Add +8.0% 4,909 $3.7M
Braun Stacey Associates Inc. 0.10% Reduce -14.8% 4,904 $3.7M
Hansen & Associates Financial Group, Inc. 2.10% Add +229.4% 4,872 $3.7M
Omega Financial Group, LLC 1.11% Reduce -3.0% 4,897 $3.7M
NFSG Corp 0.45% Add +1.4% 4,884 $3.6M
Noesis Capital Mangement Corp. 0.44% Reduce -2.7% 4,883 $3.6M
Financial Enhancement Group LLC 0.44% Add +4.4% 4,883 $3.6M
Pennsylvania Capital Management Inc. 0.92% Reduce -0.9% 4,863 $3.6M
Elmwood Wealth Management, Inc. 0.91% Add +2.6% 4,861 $3.6M
LVW Advisors, LLC 0.31% Reduce -5.7% 4,842 $3.6M
RHL Group, LLC 3.00% Add +160600.0% 4,821 $3.6M
SmartHarvest Portfolios, LLC 1.16% Add +36.4% 4,815 $3.6M
Noked Israel Ltd 0.37% No change 4,794 $3.6M
East Coast Asset Management, LLC. 1.06% Reduce -4.9% 4,793 $3.6M
Trilogy Capital Inc. 0.14% Reduce -4.2% 4,785 $3.6M
Colonial Trust Advisors 0.25% Add +1.1% 4,776 $3.6M
Value Investment Professionals, LLC 2.99% New 4,767 $3.6M
SOA Wealth Advisors, LLC. 0.60% Reduce -4.8% 4,766 $3.6M
Vigilare Wealth Management 1.09% Reduce -59.5% 4,764 $3.6M
Clarity Capital Advisors, LLC 1.49% Add +0.0% 4,760 $3.6M
MW Advisory, LLC 1.42% — 4,758 $3.6M
Compass Wealth Management LLC 0.67% New 4,754 $3.6M
Geometric Wealth Advisors 0.38% Add +0.1% 4,745 $3.5M
Peterson Wealth Services 0.77% Add +0.0% 4,743 $3.5M
Armstrong Henry H Associates Inc. 0.34% Reduce -0.0% 4,741 $3.5M
Bank Ozk 1.05% Reduce -1.3% 4,732 $3.5M
Weinberger Asset Management, Inc 1.13% Reduce -3.1% 4,711 $3.5M
Redwood Investment Management, LLC 0.35% Reduce -4.4% 4,703 $3.5M
Mufg Bank, LTD. 0.10% Reduce -97.4% 4,700 $3.5M
Intelligence Driven Advisers, LLC 0.57% Reduce -1.4% 4,694 $3.5M
NorthStar Asset Management LLC 0.75% Add +5.0% 4,688 $3.5M
Fire Capital Management LLC 1.42% Reduce -4.6% 4,682 $3.5M
Virtue Asset Management LLC 2.50% Reduce -8.0% 4,675 $3.5M
Integral Investment Advisors, Inc. 0.77% Reduce -1.7% 4,673 $3.5M
MSH Capital Advisors LLC 0.61% Add +53.7% 4,667 $3.5M
EdgeRock Capital LLC 0.79% Reduce -1.1% 4,666 $3.5M
Tortuga Wealth Management, Inc 2.64% Add +34.7% 4,656 $3.5M
K.J. Harrison & Partners Inc 0.50% New 4,654 $3.5M
Pennington Partners & Co., LLC 1.11% Add +3.5% 4,643 $3.5M
Washington Trust Bank 0.24% Add +6.5% 4,651 $3.5M
Calder Financial LLC 3.26% Reduce -11.6% 4,635 $3.5M
Colonial Trust Co / SC 0.44% Reduce -25.5% 4,633 $3.5M
1834 Investment Advisors Co. 0.39% Reduce -0.0% 4,632 $3.5M
Asset Allocation & Management Company, LLC 1.13% No change 4,631 $3.5M
Rockwood Wealth Management, LLC 0.22% Add +11.7% 4,622 $3.5M
Bank of Nova Scotia Trust Co. 0.29% Reduce -5.0% 4,613 $3.4M
Consilium Wealth Advisory, LLC 1.02% Add +0.3% 4,613 $3.4M
Stonebridge Financial Group, LLC 0.48% — 4,601 $3.4M
Rydar Equities, Inc. 1.94% Add +16.9% 4,602 $3.4M
Paladin Advisory Group, LLC 2.28% Reduce -2.3% 4,606 $3.4M
Werba Rubin Papier Wealth Management 0.42% Add +0.0% 4,599 $3.4M
Cahaba Wealth Management, Inc. 0.21% Add +3.2% 4,596 $3.4M
Rollins Financial Advisors, LLC 0.45% Reduce -2.3% 4,568 $3.4M
Axiom Investment Management LLC 2.28% Reduce -0.7% 4,567 $3.4M
Aurelius Family Office LLC 1.34% Add +5.2% 4,556 $3.4M
Kohmann Bosshard Financial Services, LLC 0.29% Add +0.1% 4,553 $3.4M
TPG Advisors LLC 1.86% Add +0.9% 4,549 $3.4M
WealthPoint Financial, LLC 2.48% Add +13.9% 4,549 $3.4M
Harbour Capital Advisors, LLC 0.62% Reduce -0.8% 4,499 $3.4M
Anchyra Partners LLC 0.82% Add +3.8% 4,548 $3.4M
MPS Loria Financial Planners, LLC 0.78% Reduce -3.0% 4,545 $3.4M
Mitchell Sinkler & Starr 1.41% Reduce -11.7% 4,545 $3.4M
Spectrum Wealth Advisory Group, LLC 0.97% Reduce -0.9% 4,543 $3.4M
Fortress Financial Group, LLC 1.69% Reduce -6.1% 4,542 $3.4M
Evergreen Advisors, LLC 0.72% Reduce -1.3% 4,538 $3.4M
Centiva Capital, LP 0.11% New 4,536 $3.4M
Dala Group, LLC 2.79% Reduce -3.5% 4,535 $3.4M
White Lighthouse Investment Management Inc. 0.42% Add +4.4% 4,533 $3.4M
Asset Management Group, Inc. 0.50% Reduce -3.1% 4,532 $3.4M
Merrion Investment Management Co, LLC 1.60% Reduce -1.5% 4,530 $3.4M
Tactive Advisors, LLC 0.83% Reduce -70.7% 4,524 $3.4M
Newman Dignan & Sheerar, Inc. 0.65% Reduce -0.6% 4,521 $3.4M
Ameriflex Group, Inc. 1.38% Reduce -0.7% 4,521 $3.4M
Colter Lewis Investment Partners LLC 1.50% Add +322.3% 4,506 $3.4M
Independent Wealth Advisors LLC 3.05% Add +1.6% 4,513 $3.4M
Barnes Wealth Management Group, Inc 1.56% Reduce -0.3% 4,511 $3.4M
Trust Co. of Toledo NA 0.28% Add +3.3% 4,507 $3.4M
Global Assets Advisory, LLC 0.73% Reduce -10.4% 4,488 $3.4M
Affinity Capital Advisors, LLC 0.41% Add +2.3% 4,465 $3.4M
Longview Financial Advisors, Inc. 1.96% Add +0.0% 4,483 $3.3M
Power Wealth Management LLC 1.15% Reduce -3.2% 4,462 $3.3M
Vericrest Private Wealth 2.96% Reduce -12.6% 4,461 $3.3M
OMNI 360 Wealth, Inc. 1.54% Add +0.1% 4,454 $3.3M
Madrona Financial Services, LLC 0.61% No change 4,451 $3.3M
Arbor Wealth Advisors LLC 2.03% No change 4,441 $3.3M
Ascension Capital Advisors, Inc. 0.93% Reduce -3.5% 4,424 $3.3M
Red Lighthouse Investment Management, LLC 0.98% No change 4,417 $3.3M
Adkins Seale Capital Management LLC 2.93% Reduce -1.5% 4,414 $3.3M
WealthSpring Partners, LLC 2.83% Reduce -2.1% 4,413 $3.3M
SkyOak Wealth, LLC 0.54% Add +1.0% 4,405 $3.3M
Bristol Gate Capital Partners Inc. 0.23% Reduce -35.8% 4,399 $3.3M
Ironwood Financial, llc 0.51% Reduce -0.5% 4,384 $3.3M
VeraBank, N.A. 0.54% Reduce -6.8% 4,393 $3.3M
Private Advisory Group LLC 0.18% Reduce -79.9% 4,390 $3.3M
NerdWallet Wealth Partners, LLC 1.13% Add +1.6% 4,388 $3.3M
Kelsey Financial, LLC 2.49% Reduce -8.5% 4,388 $3.3M
Root Financial Partners, LLC 0.13% Reduce -2.2% 4,382 $3.3M
Bull Street Advisors, LLC 1.49% Reduce -0.2% 4,382 $3.3M
Paces Ferry Wealth Advisors, LLC 1.22% Add +0.4% 4,378 $3.3M
Naviter Wealth, LLC 0.30% Add +100.5% 4,358 $3.3M
City State Bank 0.75% Reduce -0.7% 4,367 $3.3M
Jamison Private Wealth Management, Inc. 0.34% Add +224.3% 4,352 $3.2M
Cooper/Haims Advisors, LLC 1.40% Add +0.1% 4,350 $3.2M
J. Derek Lewis & Associates Inc. 0.61% Add +7.9% 4,337 $3.2M
Ceeto Capital Group, LLC 0.88% No change 4,320 $3.2M
ARS Wealth Advisors Group, LLC 0.25% Reduce -0.8% 4,327 $3.2M
Private Capital Advisors, Inc. 0.28% Add +0.1% 4,326 $3.2M
Archford Capital Strategies, LLC 0.33% Reduce -0.9% 4,314 $3.2M
Everpar Advisors LLC 0.92% Add +16.4% 4,310 $3.2M
Shaker Financial Services, LLC 1.01% Reduce -8.9% 4,290 $3.2M
Mathes Company, Inc. 1.00% Add +0.5% 4,300 $3.2M
Capital Markets Trading UK LLP 2.29% Reduce -76.3% 4,297 $3.2M
YANKCOM Partnership 1.15% Reduce -1.8% 4,288 $3.2M
Davidson Kahn Capital Management, LLC 1.37% Add +61.4% 4,285 $3.2M
Merkkuri Wealth Advisors LLC 1.98% Reduce -7.1% 4,283 $3.2M
Midwest Financial Group LLC 1.12% Add +7.4% 4,282 $3.2M
Cordgrass Capital Advisors, LLC 1.19% Reduce -3.2% 4,282 $3.2M
Kiley Juergens Wealth Management, LLC 0.50% Add +0.3% 4,281 $3.2M
Murphy & Mullick Capital Management Corp 1.98% Add +18.8% 4,276 $3.2M
Bluedoor Private Wealth, LLC 1.35% Add +2.3% 4,274 $3.2M
Fortem Financial Group, LLC 0.65% Reduce -7.2% 4,272 $3.2M
Lake Street Private Wealth, LLC 0.37% Reduce -1.5% 4,270 $3.2M
Osbon Capital Management LLC 2.50% Reduce -45.4% 4,269 $3.2M
Trevian Wealth Management LLC 1.36% Add +0.3% 4,268 $3.2M
Flagstar Securities, Inc. 0.96% Add +19.4% 4,254 $3.2M
Tounjian Advisory Partners, LLC 1.36% New 4,264 $3.2M
Center for Financial Planning, Inc. 0.30% Reduce -2.1% 4,261 $3.2M
Comprehensive Financial Planning, Inc. 1.69% Add +8.8% 4,248 $3.2M
BNC Wealth Management, LLC 0.77% Reduce -0.5% 4,246 $3.2M
Bradley & Co. Private Wealth Management, LLC 1.51% Add +23.9% 4,231 $3.2M
Meyer Handelman Co. 0.09% Add +41.2% 4,247 $3.2M
Old Peak Finance LLC 1.53% Add +0.1% 4,233 $3.2M
ProVise Management Group, LLC 0.21% Reduce -0.2% 4,229 $3.2M
Baron Silver Stevens Financial Advisors, LLC 0.40% Add +0.4% 4,229 $3.2M
Fiduciary Financial Group, LLC 0.36% Reduce -2.0% 4,218 $3.1M
McDaniel Terry & Co. 0.25% No change 4,218 $3.1M
Institute for Wealth Management, LLC. 0.28% Reduce -34.7% 4,217 $3.1M
American Capital Advisory, LLC 1.15% Reduce -0.6% 4,211 $3.1M
Shelton Capital Management 0.06% Reduce -0.9% 4,205 $3.1M
Oarsman Capital, Inc. 0.33% Reduce -3.4% 4,204 $3.1M
Davidson Kempner Capital Management LP 0.08% Reduce -24.2% 4,197 $3.1M
Permanent Capital Management, LP 0.42% No change 4,185 $3.1M
Team Hewins, LLC 0.86% Add +0.3% 4,180 $3.1M
Stone Summit Wealth LLC 0.79% Add +1.5% 4,190 $3.1M
Richmond Investment Services, LLC 0.99% Reduce -49.6% 4,184 $3.1M
Insight 2811, Inc. 1.26% Add +4.2% 4,177 $3.1M
AlpenGlobal Capital LLC 2.00% Reduce -3.1% 4,176 $3.1M
CM Wealth Advisors LLC 0.56% No change 4,174 $3.1M
TBH Global Asset Management, LLC 0.57% Add +0.3% 4,171 $3.1M
Allred Capital Management, LLC 1.02% Reduce -0.2% 4,166 $3.1M
Impact Capital Partners LLC 0.85% Add +2.8% 4,165 $3.1M
Tufton Capital Management 0.52% Reduce -2.1% 4,162 $3.1M
Aull & Monroe Investment Management Corp 1.30% Add +0.6% 4,154 $3.1M
Green Ridge Wealth Planning LLC 1.30% Add +14.1% 4,141 $3.1M
Aberdeen Group plc 0.00% Add +95.5% 4,138 $3.1M
Meridian Investment Counsel Inc. 0.66% Reduce -13.1% 4,137 $3.1M
O'ROURKE & COMPANY, Inc 1.08% Add +1.5% 4,125 $3.1M
Arch Global Advisors, LLC 1.36% Reduce -4.5% 4,123 $3.1M
Telos Capital Management, Inc. 0.27% Add +9.4% 4,110 $3.1M
Wallington Asset Management, LLC 0.38% Add +1.3% 4,107 $3.1M
Duncan Williams Asset Management, LLC 0.69% Add +0.2% 4,105 $3.1M
Alpha Zero LLC 1.16% Add +20.6% 4,082 $3.1M
HBW Advisory Services LLC 0.28% Add +15.5% 4,104 $3.1M
Macro Advisors, Inc. 0.98% Reduce -57.9% 4,099 $3.1M
October Effect Ltd 2.88% Add +10.8% 4,095 $3.1M
Stonehage Fleming Financial Services Holdings Ltd 0.10% Add +2.9% 4,094 $3.1M
General Partner, Inc. 1.64% No change 4,088 $3.1M
Capstone Financial Advisors, Inc. 0.15% Reduce -1.1% 4,079 $3.0M
Worth Financial Advisory Group, LLC 1.27% New 4,073 $3.0M
Sterling Investment Counsel, LLC 0.71% Reduce -0.1% 4,067 $3.0M
Miramar Fiduciary Corp 3.00% No change 4,056 $3.0M
Compass Capital Management, Inc. 0.18% Add +75.0% 4,061 $3.0M
Sugar Maple Asset Management, LLC 1.95% Add +44.6% 4,053 $3.0M
Allstate Corp. 0.03% Reduce -95.7% 4,049 $3.0M
Annis Gardner Whiting Capital Advisors, LLC 0.45% Reduce -0.5% 4,038 $3.0M
Graybill Wealth Management, LTD. 0.81% Add +0.6% 4,040 $3.0M
Blue Chip Partners, LLC 0.19% Reduce -0.3% 4,035 $3.0M
Investors Asset Management of Georgia Inc. /Ga/ 1.05% Add +11.1% 4,030 $3.0M
Kavar Capital Partners Group, LLC 0.37% Add +47.9% 4,019 $3.0M
Polen Capital Management LLC 0.03% Add +7.0% 4,018 $3.0M
Spring Capital Management, LLC 1.46% No change 4,004 $3.0M
Highlander Partners, L.P. 1.00% No change 4,000 $3.0M
Alterna Wealth Management, Inc. 1.71% Add +2.1% 3,997 $3.0M
Westside Investment Management, Inc. 0.39% Add +6.7% 3,994 $3.0M
WNY Asset Management, LLC 0.27% Add +1.2% 3,994 $3.0M
Banque Transatlantique SA 0.06% Reduce -9.0% 3,993 $3.0M
Able Wealth Management LLC 0.68% Reduce -3.0% 3,956 $3.0M
Panoramic Capital Partners, LLC 1.40% Add +0.3% 3,956 $3.0M
Gradient Investments LLC 0.04% Add +4.4% 3,955 $3.0M
Convergence Financial, LLC 0.23% Reduce -50.9% 3,949 $2.9M
Traphagen Investment Advisors LLC 0.21% Reduce -4.9% 3,939 $2.9M
Grange Capital, LLC 2.71% Reduce -4.6% 3,937 $2.9M
Olistico Wealth, LLC 1.26% Add +0.1% 3,935 $2.9M
First County Bank 1.39% Add +13.7% 3,931 $2.9M
Zevenbergen Capital Investments LLC 0.07% Add +25.0% 3,931 $2.9M
Granite Islands Private Wealth, LLC 2.17% New 3,923 $2.9M
Thurston, Springer, Miller, Herd & Titak, Inc. 1.07% Add +31.9% 3,917 $2.9M
Cottage Street Advisors LLC 1.12% Reduce -20.5% 3,895 $2.9M
Natural Investments, LLC 0.64% Add +80.4% 3,894 $2.9M
Burford Brothers, Inc. 1.07% Reduce -2.0% 3,892 $2.9M
Kornitzer Capital Management Inc. 0.06% Reduce -0.6% 3,882 $2.9M
Chung Wu Investment Group, LLC 1.91% No change 3,880 $2.9M
Register Financial Advisors LLC 0.89% Reduce -1.1% 3,879 $2.9M
Schorn Wealth LLC 0.76% Reduce -54.8% 3,878 $2.9M
DDD Partners, LLC 0.18% Reduce -38.9% 3,863 $2.9M
Caitlin John, LLC 1.58% Add +224.5% 3,855 $2.9M
Clear Street Group Inc. 0.01% Add +341.7% 3,852 $2.9M
Manchester Financial Inc. 0.51% Reduce -3.5% 3,850 $2.9M
Tidemark, LLC 0.65% No change 3,849 $2.9M
Wedgewood Investors Inc. 2.95% Reduce -0.3% 3,847 $2.9M
Sawgrass Asset Management LLC 0.38% No change 3,845 $2.9M
United Advisor Group, LLC 0.30% Add +1.5% 3,841 $2.9M
Quotient Wealth Partners, LLC 0.07% Add +0.5% 3,840 $2.9M
Bright Financial Advisors, Inc. 1.20% No change 3,831 $2.9M
Droms Strauss Advisors Inc. /Mo/ 0.65% Add +20.3% 3,828 $2.9M
Yardley Wealth Management LLC 1.29% Add +0.0% 3,812 $2.8M
Cadinha & Co. LLC 0.42% Reduce -0.4% 3,802 $2.8M
Sonoma Allocations LLC 0.88% Add +194.5% 9,049 $2.8M
Laffer Tengler Investments, Inc. 0.42% Reduce -0.1% 3,791 $2.8M
Resources Management Corp. /CT/ 0.36% Reduce -4.5% 3,789 $2.8M
Tudor Financial Inc. 1.27% Reduce -6.4% 3,787 $2.8M
Cambridge Advisors Inc. 0.49% Reduce -1.6% 3,786 $2.8M
Pacific Center for Financial Services 0.63% Reduce -0.3% 3,781 $2.8M
MV Capital Management, Inc. 0.25% Reduce -1.9% 3,773 $2.8M
Legacy Financial Advisors, Inc. 0.34% Reduce -6.6% 3,772 $2.8M
GoalVest Advisory LLC 0.52% Add +7.5% 3,770 $2.8M
Burney Co./ 0.08% Add +4.7% 3,770 $2.8M
James Investment Research, Inc. 0.29% Reduce -4.5% 3,769 $2.8M
Williams & Novak, LLC 1.88% Add +4.0% 3,767 $2.8M
Hughes Financial Services, LLC 0.37% Reduce -1.4% 3,764 $2.8M
RTD Financial Advisors, Inc. 0.31% Add +3.2% 3,760 $2.8M
ICW Investment Advisors LLC 0.98% Add +0.2% 3,756 $2.8M
1015 Capital Partners, LLC 2.35% Reduce -5.1% 3,750 $2.8M
Silvia McColl Wealth Management, LLC 1.68% Reduce -0.9% 3,750 $2.8M
Sculati Wealth Management, LLC 0.93% Reduce -5.0% 3,766 $2.8M
Redwood Family Wealth LLC 2.48% Reduce -1.9% 3,745 $2.8M
Middleton & Co. Inc. 0.30% Reduce -28.0% 3,742 $2.8M
Wallace Advisory Group, LLC 2.63% Add +3.9% 3,739 $2.8M
Gainline Financial Partners, LLC 2.61% — 3,738 $2.8M
Sheets Smith Wealth Management 0.28% Add +0.1% 3,737 $2.8M
Steelhead Wealth Management LLC 1.12% Reduce -0.8% 3,730 $2.8M
Brevan Howard Capital Management LP 0.04% New 3,746 $2.8M
CFC Planning Co LLC 1.64% Reduce -2.9% 3,725 $2.8M
Fulton Bank, N.A. 0.08% Add +13.9% 3,723 $2.8M
Fairview Capital Investment Management, LLC 0.15% Add +7.4% 3,718 $2.8M
ICG Advisors, LLC 9.23% Add +0.3% 3,716 $2.8M
Santori & Peters, Inc. 0.78% Add +5.7% 3,711 $2.8M
Eagle Rock Investment Company, LLC 0.34% Reduce -4.0% 3,706 $2.8M
Goodman Financial Corp 0.43% Reduce -6.0% 3,698 $2.8M
Cranbrook Wealth Management, LLC 0.52% Add +3.5% 3,691 $2.8M
Net Worth Advisory Group 0.69% Add +1.2% 3,690 $2.8M
111 Capital 0.47% Reduce -58.5% 3,675 $2.7M
First Commonwealth Financial Corp 0.38% Reduce -0.7% 3,675 $2.7M
Lazari Capital Management, Inc. 0.85% Reduce -3.8% 3,674 $2.7M
Eldridge Investment Advisors, Inc. 0.54% Add +1.1% 3,664 $2.7M
Pictet North America Advisors SA 0.24% Reduce -48.3% 3,662 $2.7M
Grove Street Fiduciary, LLC 1.15% No change 3,651 $2.7M
Barr E S & Co. 0.15% No change 3,651 $2.7M
Spartan Wealth Advisory Services LLC 0.22% Add +8.2% 3,645 $2.7M
United Bank 0.32% No change 3,638 $2.7M
Roberts Wealth Advisors, LLC 0.62% Reduce -11.9% 3,634 $2.7M
Leigh Baldwin & Co., LLC 1.46% Reduce -6.0% 3,625 $2.7M
Uptown Financial Advisors LLC 1.98% Reduce -0.1% 3,624 $2.7M
Meramec Financial Planners, LLC 0.99% Reduce -3.0% 3,661 $2.7M
BCR Wealth Strategies, LLC 0.76% No change 3,620 $2.7M
Arwa LLC 1.12% Reduce -23.8% 3,596 $2.7M
Marshall Financial Group, LLC 0.39% Add +4.5% 3,611 $2.7M
Tidal Investments LLC 0.01% Add +22.5% 3,606 $2.7M
Blueline Advisors LLC 1.86% No change 3,605 $2.7M
JNBA Financial Advisors 0.20% Reduce -1.5% 3,605 $2.7M
Axis Wealth Partners, LLC 1.29% Reduce -17.6% 3,604 $2.7M
LMCG Investments, LLC 0.14% Reduce -1.3% 3,600 $2.7M
Financial Council, LLC 0.87% Add +11.0% 3,592 $2.7M
Lionshead Wealth Management, LLC 1.74% Reduce -0.7% 3,591 $2.7M
Osprey Private Wealth LLC 0.69% Add +0.6% 3,587 $2.7M
J.P. Marvel Investment Advisors, LLC 0.31% No change 3,582 $2.7M
NWM Advisors, LLC 2.10% Reduce -1.5% 3,578 $2.7M
Advisors Preferred, LLC 0.41% Reduce -97.2% 3,583 $2.7M
GR Financial Group, LLC 0.36% Reduce -42.5% 3,573 $2.7M
Whalerock Point Partners, LLC 0.47% No change 3,573 $2.7M
Affinity Wealth Management LLC 0.34% Reduce -1.7% 3,573 $2.7M
Chemistry Wealth Management LLC 0.43% Reduce -3.0% 3,572 $2.7M
Erickson Financial Group, LLC 1.43% Reduce -4.4% 3,567 $2.7M
Ethic Inc. 0.03% Add +11.3% 3,564 $2.7M
Yacktman Asset Management 0.03% Reduce -5.6% 3,558 $2.7M
Clearbridge Investments, LLC 0.00% Reduce -18.4% 3,556 $2.7M
Leith Wheeler Investment Counsel Ltd. 0.20% No change 3,550 $2.7M
Melfa Wealth Management, Inc. 1.43% Reduce -0.7% 3,545 $2.6M
River Street Advisors LLC 0.78% Reduce -15.8% 3,533 $2.6M
Chickasaw Capital Management LLC 0.09% Add +0.7% 3,530 $2.6M
AssuredPartners Investment Advisors, LLC 0.26% Add +20.6% 3,521 $2.6M
Renaissance Investment Group LLC 0.52% Reduce -4.1% 3,521 $2.6M
Modus Advisors, LLC 0.65% Reduce -1.3% 3,520 $2.6M
Ridgecrest Wealth Partners, LLC 1.27% Reduce -7.0% 3,515 $2.6M
Powell Investment Advisors, LLC 0.83% Reduce -55.9% 3,505 $2.6M
Baldwin Wealth Partners LLC 0.17% No change 3,512 $2.6M
Revisor Wealth Management LLC 0.63% Add +0.5% 3,504 $2.6M
Blue Zone Wealth Advisors, LLC 0.46% Add +3.0% 3,500 $2.6M
Private Wealth Asset Management, LLC 0.25% Reduce -1.0% 3,486 $2.6M
Main Street Research LLC 0.12% Add +6.8% 3,485 $2.6M
Mainstream Capital Management LLC 1.56% No change 3,473 $2.6M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.56% Reduce -0.6% 3,472 $2.6M
Haven Private, LLC 0.98% Reduce -0.6% 3,466 $2.6M
Winebrenner Capital Management LLC 1.58% Add +3.5% 3,465 $2.6M
Synergy Asset Management, LLC 0.24% Reduce -11.7% 3,462 $2.6M
Grandfield & Dodd, LLC 0.14% Reduce -5.5% 3,460 $2.6M
Maia Wealth LLC 0.38% Reduce -0.6% 3,456 $2.6M
BLVD Private Wealth, LLC 1.92% Reduce -3.9% 3,455 $2.6M
Allegiance Financial Group Advisory Services LLC 0.45% Reduce -1.4% 3,443 $2.6M
Tritonpoint Wealth, LLC 0.25% Reduce -0.1% 3,448 $2.6M
Eaton Financial Holdings Company, LLC 0.71% Reduce -33.6% 3,446 $2.6M
Hoese & Co LLP 1.67% Reduce -0.7% 3,441 $2.6M
Park Place Capital Corp 0.41% No change 3,439 $2.6M
Founders Financial Securities LLC 0.13% Reduce -0.4% 3,432 $2.6M
Red Wave Investments LLC 0.65% Add +0.6% 3,424 $2.6M
Aegis Wealth Management, Inc. 1.65% Add +75.3% 3,421 $2.6M
Wagner Wealth Management, LLC 0.47% Reduce -3.8% 3,415 $2.6M
Innovative Asset Advisors Group, LLC 1.12% New 3,414 $2.5M
Auour Investments LLC 0.73% Reduce -1.8% 3,414 $2.5M
SYM FINANCIAL Corp 0.20% Add +0.4% 3,410 $2.5M
Delta Capital Management LLC 1.19% No change 3,410 $2.5M
Optimist Retirement Group LLC 0.98% Add +0.4% 3,404 $2.5M
Members Wealth LLC 1.39% Add +0.2% 3,401 $2.5M
Balance Wealth Partners LLC 0.68% Add +2.0% 3,401 $2.5M
Asset Management One Co., Ltd. 0.01% New 3,400 $2.5M
Baldwin Investment Management, LLC 0.25% Add +19.3% 3,397 $2.5M
Valley National Advisers Inc. 0.28% Reduce -1.2% 3,393 $2.5M
Hegarty Advisors, LLC 1.74% Add +1.2% 3,389 $2.5M
Community Financial Services Group, LLC 0.37% Add +0.2% 3,391 $2.5M
Stonebrook Private Inc. 0.46% Add +14.9% 3,386 $2.5M
Violich Capital Management, Inc. 0.27% Reduce -0.8% 3,381 $2.5M
Congress Asset Management Co. 0.02% Reduce -12.9% 3,380 $2.5M
JT Stratford LLC 0.28% Add +0.6% 3,372 $2.5M
Coyle Financial Counsel LLC 0.46% Reduce -1.1% 3,371 $2.5M
Pathway Financial Advisers, LLC 0.64% Add +2.2% 3,370 $2.5M
Syntax Research, Inc. 1.84% Reduce -57.2% 3,364 $2.5M
TFC Financial Management, Inc. 0.28% Add +0.1% 3,357 $2.5M
Brand Asset Management Group, Inc. 0.55% Reduce -0.2% 3,347 $2.5M
CapWealth Advisors, LLC 0.20% No change 3,344 $2.5M
Chapin Davis, Inc. 0.44% Reduce -60.0% 3,339 $2.5M
Randolph Co Inc 0.21% Add +4.3% 3,337 $2.5M
Ebert Capital Management Inc. 2.33% Reduce -8.7% 3,331 $2.5M
Falcon Wealth Planning 0.16% Add +3.8% 3,329 $2.5M
Wellington Shields Capital Management, LLC 0.32% Reduce -24.9% 3,328 $2.5M
Agate Pass Investment Management, LLC 0.92% Reduce -3.2% 3,327 $2.5M
Founders Grove Wealth Partners, LLC 0.50% Reduce -0.0% 3,322 $2.5M
Diesslin Group, Inc. 0.96% Reduce -0.3% 3,317 $2.5M
Tred Avon Family Wealth, LLC 0.76% No change 3,317 $2.5M
Core Wealth Advisors, Inc. 0.50% Add +0.7% 3,315 $2.5M
CoreFirst Bank & Trust 1.23% No change 3,312 $2.5M
Alaethes Wealth, LLC 0.72% No change 3,303 $2.5M
One Charles Private Wealth Services, LLC 0.57% Add +5.1% 3,308 $2.5M
Consilio Wealth Advisors, LLC 0.59% Add +0.3% 3,305 $2.5M
360 Financial, Inc. 0.63% Reduce -0.1% 3,304 $2.5M
Tableaux LLC 1.04% Reduce -0.4% 3,303 $2.5M
Astra Wealth Partners LLC 1.37% No change 3,284 $2.5M
Fortress Private Ledger, LLC 0.67% Reduce -0.6% 3,276 $2.4M
Valley Wealth Managers, Inc. 0.14% Add +0.4% 3,272 $2.4M
Crown Wealth Group, LLC 0.62% Add +14.4% 3,265 $2.4M
Bernard Wealth Management Corp. 0.90% Reduce -3.0% 3,263 $2.4M
Campbell Deegan Wealth Management, LLC 1.73% Reduce -0.2% 3,262 $2.4M
Vines Capital Management, LLC 2.00% Add +2.2% 3,260 $2.4M
Evolve Private Wealth, LLC 0.15% Reduce -51.0% 3,256 $2.4M
Occidental Asset Management, LLC 0.24% Add +0.8% 3,256 $2.4M
Saxon Interests, Inc. 0.67% Reduce -32.8% 3,255 $2.4M
PAX Financial Group, LLC 0.36% Add +222.8% 3,254 $2.4M
Culbertson A N & Co. Inc. 0.28% Add +17.4% 3,249 $2.4M
Magnolia Capital Advisors LLC 0.42% Add +22.6% 3,244 $2.4M
Aire Advisors, LLC 0.39% Add +0.6% 3,235 $2.4M
Spectrum Asset Management, Inc. (NB/CA) 0.67% Reduce -5.0% 3,224 $2.4M
Petersen Hastings Wealth Advisors Inc. 0.20% No change 3,219 $2.4M
Liberty Capital Management, Inc. 0.41% — 3,218 $2.4M
Tannin Capital LLC 1.58% Reduce -6.8% 3,214 $2.4M
Buckhead Capital Management LLC 0.82% Reduce -4.5% 3,205 $2.4M
Delta Asset Management LLC 0.21% Add +2.8% 3,205 $2.4M
Sterling Investment Advisors, Ltd. 0.40% Reduce -0.5% 3,205 $2.4M
Good Steward Wealth Advisors,LLC 1.44% Reduce -0.3% 3,204 $2.4M
Widmann Financial Services, Inc. 1.28% Add +1.5% 3,204 $2.4M
Bulltick Wealth Management, LLC 0.49% Reduce -22.1% 3,193 $2.4M
SP Asset Management LLC 0.19% Add +0.2% 3,200 $2.4M
Warren Street Wealth Advisors, LLC 0.54% Reduce -0.0% 3,198 $2.4M
Somerset Group LLC 1.67% Add +1.6% 3,160 $2.4M
Strategic Advisors LLC 0.52% Add +0.7% 3,189 $2.4M
Disciplined Investments, LLC 0.77% Reduce -1.4% 3,188 $2.4M
Odyssey Capital Advisors, Inc. 1.70% Add +9.2% 3,182 $2.4M
Mosaic Advisors LLC 3.19% No change 3,180 $2.4M
Upper Left Wealth Management, LLC 1.32% Add +6.3% 3,178 $2.4M
FSA Advisors, Inc. 1.09% Add +2.8% 3,170 $2.4M
Junk Investment Group, LLC 1.05% Add +0.2% 3,169 $2.4M
Granville Capital, Inc. 1.06% No change 3,167 $2.4M
Oxbow Advisors, LLC 0.19% Reduce -0.2% 3,165 $2.4M
North Berkeley Wealth Management, LLC 0.95% Add +11.7% 3,158 $2.4M
Bayshore Capital Advisors, LLC 1.10% No change 3,155 $2.4M
Nvwm, LLC 0.47% Add +14.4% 3,154 $2.4M
McBroom & Associates, LLC 1.18% Reduce -2.7% 3,152 $2.4M
Investment Advisory Group, LLC 0.51% Add +23.5% 3,152 $2.4M
Integrity Wealth Solutions LLC 0.87% Add +20.5% 3,152 $2.4M
Edgar Lomax Co. 0.18% No change 3,150 $2.4M
Hopwood Nicholas Hunter 0.64% Reduce -3.3% 3,147 $2.3M
Wealth Group Ltd 0.45% No change 3,137 $2.3M
Vima LLC 2.33% — 2,268 $2.3M
Byrne Financial Freedom, LLC 0.91% Add +7.0% 3,136 $2.3M
Carl P. Sherr & Co., LLC 0.98% No change 3,133 $2.3M
Stevens Capital Partners 0.44% Add +8.5% 3,129 $2.3M
Cherry Tree Wealth Management, LLC 0.44% Reduce -0.1% 3,124 $2.3M
CFS Investment Advisory Services, LLC 0.16% Add +6.7% 3,127 $2.3M
RiverFront Investment Group, LLC 0.03% Add +95.4% 3,113 $2.3M
Sentry LLC 0.65% No change 3,113 $2.3M
Winthrop Capital Management, LLC 0.56% Add +38.8% 3,108 $2.3M
Selective Wealth Management, Inc. 0.61% Add +7.3% 3,107 $2.3M
Ami Asset Management Corp. 0.13% Reduce -0.0% 3,085 $2.3M
EJMK Ventures LLC 1.05% Add +2.0% 3,083 $2.3M
Ponta Wealth Partners, LLC 1.23% No change 3,080 $2.3M
McKinley Carter Wealth Services, Inc. 0.12% Reduce -1.2% 3,076 $2.3M
21 West Wealth Management LLC 1.96% Reduce -0.5% 3,069 $2.3M
TrueWealth Financial Partners 0.94% No change 3,059 $2.3M
Heartwood Wealth Advisors LLC 0.18% Add +2.1% 3,056 $2.3M
Means Investment Co., Inc. 0.17% Add +1.4% 3,053 $2.3M
Claret Asset Management Corp 0.25% Add +6.3% 3,030 $2.3M
Fiduciary Family Office, LLC 0.57% Add +0.0% 3,029 $2.3M
Pitti Group Wealth Management, LLC 1.65% Add +10.1% 3,029 $2.3M
Argentarii, LLC 0.68% Add +0.0% 2,933 $2.3M
River Wealth Advisors LLC 0.24% Reduce -11.4% 3,026 $2.3M
Partners in Financial Planning 0.34% Add +227.8% 3,026 $2.3M
Navellier & Associates Inc. 0.18% Add +8.0% 3,022 $2.3M
Shepherd Street Advisors LLC 1.98% No change 2,985 $2.3M
Am Investment Strategies LLC 0.43% Add +0.3% 3,010 $2.2M
Elevatus Welath Management 0.55% Reduce -0.2% 3,007 $2.2M
Portus Wealth Advisors, LLC 1.85% Reduce -27.0% 3,007 $2.2M
HITE Hedge Asset Management LLC 0.12% No change 3,000 $2.2M
Sutton Place Investors LLC 1.08% No change 2,989 $2.2M
Arq Wealth Advisors, LLC 0.28% Add +0.1% 2,983 $2.2M
Hippocratic Financial Advisors, LLC 0.84% Reduce -14.0% 2,979 $2.2M
Hall Laurie J Trustee 0.69% Add +1.4% 2,977 $2.2M
Significant Wealth Partners LLC 2.40% Add +3.0% 2,969 $2.2M
Guardian Asset Advisors, LLC 1.02% Add +29.5% 2,963 $2.2M
Bonfire Financial 1.42% Add +0.3% 2,957 $2.2M
Shaker Investments LLC 0.80% Reduce -0.0% 2,964 $2.2M
Centerpoint Advisors, LLC 0.63% Add +58.8% 2,962 $2.2M
Banta Asset Management LP 1.97% Reduce -1.3% 2,958 $2.2M
Beaton Management Co. Inc. 0.90% No change 2,955 $2.2M
Accredited Investor Services, LLC 1.25% No change 2,955 $2.2M
Cannon Financial Strategists, Inc. 0.25% Reduce -5.1% 2,952 $2.2M
Bill Few Associates, Inc. 0.47% Reduce -1.1% 2,951 $2.2M
Taylor Financial Group, Inc. 1.21% Reduce -0.5% 2,941 $2.2M
EMC Capital Management 0.87% — 2,935 $2.2M
D L Carlson Investment Group Inc. 0.35% Reduce -30.7% 2,937 $2.2M
Lumbard & Kellner, LLC 0.66% No change 2,932 $2.2M
Financial Life Planners 1.41% Reduce -0.5% 2,931 $2.2M
May Hill Capital, LLC 0.46% Reduce -0.3% 2,927 $2.2M
Trail Ridge Investment Advisors, LLC 0.92% Add +4.4% 2,926 $2.2M
WESCAP Management Group, Inc. 0.41% Add +0.2% 2,918 $2.2M
Portland Financial Advisors Inc 3.96% No change 2,908 $2.2M
Tenet Wealth Partners, LLC 1.61% — 2,936 $2.2M
truNorth Financial Services, Inc. 1.94% Add +5.0% 2,905 $2.2M
BlackDiamond Wealth Management, LLC 0.87% Reduce -2.0% 2,799 $2.2M
Victory Financial Group, LLC 0.23% Reduce -7.8% 2,898 $2.2M
TigerOak Management, L.L.C. 0.61% Reduce -0.2% 2,890 $2.2M
Mandatum Life Insurance Co Ltd 0.40% No change 2,885 $2.2M
Atlanta Consulting Group Advisors, LLC 0.34% Reduce -0.1% 2,882 $2.2M
Summit Investment Advisory Services, LLC 0.54% Add +2.1% 2,881 $2.2M
Sava Infond d.o.o. 0.15% No change 2,880 $2.2M
Axecap Investments, LLC 1.19% Add +4.2% 2,879 $2.1M
Citizens & Northern Corp. 0.49% No change 2,877 $2.1M
Gilliland Jeter Wealth Management LLC 0.56% Reduce -0.7% 2,870 $2.1M
Narus Financial Partners, LLC 0.55% Add +4.3% 2,868 $2.1M
Nikulski Financial, Inc. 0.46% Reduce -16.7% 2,855 $2.1M
SK Wealth Management, LLC 0.48% Reduce -3.3% 2,758 $2.1M
United Asset Strategies, Inc. 0.15% Add +4.5% 2,850 $2.1M
Sensible Money, LLC 0.56% Add +0.1% 2,849 $2.1M
D.B. Root & Company, LLC 0.45% Reduce -13.7% 2,841 $2.1M
Asset Allocation Strategies LLC 0.33% Add +18.4% 2,840 $2.1M
Resolute Capital, LLC 0.73% New 2,833 $2.1M
Excalibur Management Corp. 0.70% Add +5.6% 2,833 $2.1M
Clearwater Capital Advisors, LLC 0.15% Add +3.2% 2,832 $2.1M
Aureum Wealth Management, LLC 1.31% Reduce -0.7% 2,829 $2.1M
Frisch Financial Group, Inc. 0.36% Reduce -5.6% 2,820 $2.1M
Chatterton & Associates Inc. 1.24% Add +14.9% 2,806 $2.1M
Wealth Watch Advisors, INC 0.68% Reduce -67.8% 2,816 $2.1M
Silverleafe Capital Partners, LLC 0.57% Add +2.5% 2,814 $2.1M
Disciplined Investors, L.L.C. 1.05% Add +0.1% 2,813 $2.1M
Peck Wealth Management, LLC 1.77% No change 2,808 $2.1M
Manske Wealth Management 0.52% Reduce -9.0% 2,806 $2.1M
Aventura Private Wealth, LLC 0.64% Reduce -9.3% 2,805 $2.1M
Warburton Capital Management, LLC 0.85% No change 2,801 $2.1M
Wealthcare Capital Partners, LLC 0.86% Add +20.9% 2,799 $2.1M
Independence Wealth Advisors, LLC 1.05% Add +9.5% 2,799 $2.1M
Sunpointe, LLC 0.59% Reduce -15.2% 2,803 $2.1M
Forbes Financial Planning, Inc. 1.12% Reduce -2.4% 2,795 $2.1M
Radnor Capital Management, LLC 0.29% Reduce -0.1% 2,791 $2.1M
HBK Investments L P 0.03% Reduce -27.4% 2,782 $2.1M
Bank of Marin 1.45% No change 2,779 $2.1M
Valtinson Bruner Financial Planning LLC 0.52% Add +1.2% 2,778 $2.1M
Point Windward Advisors Inc. 0.93% Add +13.9% 2,773 $2.1M
Great Diamond Partners, LLC 0.36% Reduce -6.7% 2,770 $2.1M
Wingate Wealth Advisors, Inc. 0.91% Reduce -0.2% 2,767 $2.1M
Saxony Capital Management, LLC 0.95% Reduce -0.5% 2,763 $2.1M
Gladwyn Financial Advisors, Inc. 1.29% Add +0.8% 2,762 $2.1M
Atlantic Edge Private Wealth Management, LLC 0.42% Add +0.2% 2,761 $2.1M
Floyd Financial Group LLC 1.34% Reduce -1.3% 2,735 $2.1M
Dearborn Partners LLC 0.12% Add +15.3% 2,753 $2.1M
Investors Research Corp 0.37% Add +168.5% 2,752 $2.1M
Pekin Hardy Strauss, Inc. 0.18% Reduce -0.9% 2,752 $2.1M
TFR Capital, LLC. 0.58% Reduce -1.8% 2,747 $2.1M
CORDA Investment Management, LLC. 0.13% Add +4.6% 2,746 $2.1M
Mogy Joel R Investment Counsel Inc. 0.12% No change 2,744 $2.0M
Sather Financial Group Inc 0.12% Reduce -7.4% 2,741 $2.0M
Transce3nd, LLC 17.99% Reduce -20.0% 2,702 $2.0M
Cane Capital Partners, LLC 0.82% Add +1.3% 2,730 $2.0M
Gables Capital Management Inc. 0.74% Reduce -0.7% 2,729 $2.0M
Pine Haven Investment Counsel, Inc 1.37% Add +0.6% 2,729 $2.0M
Cora Capital Advisors LLC 0.57% Reduce -0.0% 2,726 $2.0M
Cowa, LLC 0.55% Reduce -0.9% 2,723 $2.0M
Cambridge Financial Group, LLC 0.64% Reduce -2.0% 2,721 $2.0M
Proathlete Wealth Management LLC 0.50% Reduce -8.9% 2,715 $2.0M
Country Trust Bank 0.04% Reduce -8.2% 2,715 $2.0M
Birch Hill Investment Advisors LLC 0.08% Reduce -0.4% 2,714 $2.0M
First Bancorp, Inc 0.80% Reduce -0.1% 2,714 $2.0M
MA Private Wealth 0.30% Add +4.8% 2,712 $2.0M
Clarity Financial LLC 0.17% Reduce -10.0% 2,710 $2.0M
Tanager Wealth Management LLP 0.18% Reduce -1.1% 2,707 $2.0M
American Financial Advisors, LLC 0.24% No change 2,706 $2.0M
ESL Trust Services, LLC 0.34% Add +6.5% 2,703 $2.0M
Bellevue Group AG 0.04% No change 2,700 $2.0M
Pin Oak Investment Advisors Inc. 1.43% Reduce -2.6% 2,699 $2.0M
Index Fund Advisors, Inc. 0.08% Add +1.6% 2,697 $2.0M
Prosperity Financial Group, Inc. 0.62% Reduce -0.3% 2,696 $2.0M
Ahara Advisors LLC 1.36% Reduce -16.6% 2,694 $2.0M
Wiser Wealth Management, Inc 0.38% Add +15.6% 2,692 $2.0M
Hutchens & Kramer Investment Management Group, LLC 0.54% Add +1.9% 2,688 $2.0M
Eagle Bay Advisors LLC 1.50% Add +70.8% 2,682 $2.0M
Legacy Financial Group LLC 0.23% Reduce -0.1% 2,679 $2.0M
REDW Wealth LLC 0.72% No change 2,678 $2.0M
Independent Wealth Network Inc. 0.51% Reduce -4.2% 2,667 $2.0M
Park Edge Advisors, LLC 0.42% Add +0.1% 2,666 $2.0M
Hudson Portfolio Management LLC 1.50% Reduce -1.2% 2,663 $2.0M
Centurion Wealth Management LLC 0.47% Reduce -41.8% 2,659 $2.0M
SS&H Financial Advisors, Inc. 0.51% — 2,656 $2.0M
Westbourne Investment Advisors, Inc. 0.55% Reduce -0.8% 2,652 $2.0M
National Wealth Management Group, LLC 0.61% Reduce -9.6% 2,650 $2.0M
Trace Wealth Advisors, LLC 1.29% No change 2,650 $2.0M
Long Road Investment Counsel, LLC 0.73% Reduce -1.5% 2,639 $2.0M
Southeast Asset Advisors, LLC 0.20% Add +12.8% 2,639 $2.0M
Capital Investment Counsel, Inc 0.21% Add +3.9% 2,638 $2.0M
R2 Capital Strategies, LLC 0.89% — 2,635 $2.0M
Samara Investment Management, LLC 1.81% Reduce -5.5% 2,635 $2.0M
Vaughan David Investments LLC 0.04% Add +1.0% 2,633 $2.0M
Miramar Capital, LLC 0.43% Reduce -1.1% 2,632 $2.0M
Financial Synergies Wealth Advisors, Inc. 0.17% Reduce -38.7% 2,627 $2.0M
Unify Financial Advisors 1.81% Reduce -1.5% 2,626 $2.0M
Staley Capital Advisers Inc. 0.08% No change 2,613 $2.0M
Meridian Financial Advisors, LLC 0.94% Add +0.3% 2,611 $1.9M
Robinson Smith Wealth Advisors LLC 1.17% Add +0.6% 2,609 $1.9M
Ankerstar Wealth, LLC 1.63% Add +6.0% 2,601 $1.9M
Baxter Bros Inc. 0.23% Add +1.8% 2,606 $1.9M
Lantz Financial LLC 0.36% Reduce -1.3% 2,604 $1.9M
Strata Wealth Advisors, LLC 0.47% Reduce -0.6% 2,604 $1.9M
Sterling Financial Planning, Inc. 0.53% Add +0.1% 2,598 $1.9M
Kelly Financial Services LLC 0.41% Add +4.8% 2,595 $1.9M
CFO4Life Group, LLC 0.26% Reduce -30.9% 2,595 $1.9M
Acorn Wealth Advisors, LLC 0.47% Reduce -4.6% 2,595 $1.9M
Cambridge Capital Management, LLC 0.74% Reduce -2.1% 2,595 $1.9M
Darden Wealth Group Inc 0.77% Reduce -0.2% 2,594 $1.9M
Trillium Asset Management, LLC 0.06% Reduce -13.3% 2,587 $1.9M
Investment Management Trust, LLC 1.73% Reduce -0.1% 2,579 $1.9M
Wolff Wiese Magana LLC 0.88% Reduce -0.2% 2,575 $1.9M
Bravias Capital Group, LLC 1.14% Reduce -0.6% 2,571 $1.9M
Regency Capital Management Inc.\DE 0.76% Reduce -2.4% 2,569 $1.9M
Tranquility Partners, LLC 0.66% Add +2.3% 2,569 $1.9M
Allium Financial Advisors, LLC 1.25% Add +5.1% 2,561 $1.9M
Bogart Wealth, LLC 0.07% Add +34.5% 2,560 $1.9M
RiverGlades Family Offices LLC 0.88% No change 2,558 $1.9M
Encompass More Asset Management 0.28% Reduce -15.7% 2,558 $1.9M
Geneva Partners, LLC 0.51% Add +0.1% 2,558 $1.9M
Pension & Wealth Management Advisors, Inc. 0.51% Add +32.7% 2,549 $1.9M
Seek First Inc. 1.20% Reduce -13.4% 2,543 $1.9M
Capital Investment Counsel, LLC 0.23% Reduce -0.9% 2,541 $1.9M
Altus Wealth Management, LLC 0.73% Reduce -1.8% 2,541 $1.9M
Dana Investment Advisors, Inc. 0.05% Add +3.0% 2,532 $1.9M
WoodTrust Financial Corp 0.22% Reduce -0.5% 2,527 $1.9M
Bruce G. Allen Investments, LLC 1.20% Add +6.2% 2,523 $1.9M
Everhart Financial Group, Inc. 0.12% Reduce -77.5% 2,521 $1.9M
Riggs Asset Managment Co. Inc. 0.34% Reduce -10.2% 2,521 $1.9M
Pioneer Family Office, LLC 0.97% No change 2,521 $1.9M
Asset Advisors Investment Management, LLC 0.17% No change 2,515 $1.9M
Fingerlakes Wealth Management, Inc. 1.01% Add +0.2% 2,514 $1.9M
Bell Investment Advisors, Inc 0.28% Reduce -0.8% 2,513 $1.9M
Core Wealth Partners LLC 0.80% Reduce -6.4% 2,511 $1.9M
Alpha Omega Wealth Management LLC 0.28% Add +0.2% 2,504 $1.9M
Ulland Investment Advisors, LLC 1.38% Reduce -2.1% 2,502 $1.9M
Primoris Wealth Advisors, LLC 0.85% No change 2,500 $1.9M
Burton Enright Welch 0.22% Add +27.5% 2,498 $1.9M
Wealth Preservation Advisors, LLC 1.06% Add +13.3% 2,482 $1.9M
Polymer Capital Management (HK) LTD 0.19% Reduce -82.7% 2,480 $1.9M
Wealth Care LLC 1.50% Reduce -5.6% 2,480 $1.9M
Steigerwald, Gordon & Koch Inc. 0.18% Reduce -2.0% 2,476 $1.8M
Aspen Capital Management, LLC 0.41% Add +6.5% 2,472 $1.8M
Ewing Morris & Co. Investment Partners Ltd. 0.97% Reduce -50.1% 2,470 $1.8M
Oath Planning, LLC 1.37% Reduce -0.8% 2,472 $1.8M
Argyle Capital Partners, LLC 1.16% Reduce -8.2% 2,460 $1.8M
Riverstone Advisors, LLC 0.76% Reduce -2.9% 2,452 $1.8M
Summit Wealth Group LLC / Co. 0.15% Add +3.1% 2,451 $1.8M
Yarger Wealth Strategies, LLC 0.66% Add +9.0% 2,419 $1.8M
55 North Private Wealth, LLC 0.36% Add +2.3% 2,445 $1.8M
Lee Danner & Bass Inc. 0.11% Reduce -4.7% 2,442 $1.8M
Fort Sheridan Advisors LLC 0.20% No change 2,439 $1.8M
InTrack Investment Management Inc 0.90% Reduce -5.2% 2,432 $1.8M
Westbourne Investments, Inc. 0.74% Add +0.2% 2,431 $1.8M
Dodds Wealth, LLC 0.41% Reduce -0.9% 2,426 $1.8M
American Capital Management Inc. 0.08% No change 2,425 $1.8M
Trinity Legacy Partners, LLC 0.36% Reduce -0.7% 2,411 $1.8M
Brooklyn FI, LLC 0.33% No change 2,410 $1.8M
Marathon Capital Management 0.37% Reduce -10.5% 2,412 $1.8M
Bernardo Wealth Planning LLC 0.31% Add +0.6% 2,406 $1.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +19.4% 2,403 $1.8M
ThornTree Capital Partners LP 0.25% New 2,401 $1.8M
Gouws Capital LLC 0.83% Reduce -4.0% 2,400 $1.8M
Intellectus Partners, LLC 0.31% Add +0.3% 2,392 $1.8M
Retirement Investment Advisors, Inc. 0.13% Reduce -3.5% 2,390 $1.8M
AAF Wealth Management, LLC 0.66% Reduce -2.7% 2,397 $1.8M
Seamount Financial Group Inc. 0.72% Add +6.3% 2,395 $1.8M
Clean Yield Group 0.44% Reduce -0.4% 2,393 $1.8M
Westhampton Capital, LLC 0.74% Add +11.7% 2,391 $1.8M
Karpus Management, Inc. 0.05% Reduce -0.2% 2,391 $1.8M
Fund Advisors of America Inc 1.61% Reduce -1.8% 2,382 $1.8M
Entrewealth, LLC 0.66% Add +101.3% 2,313 $1.8M
Fairman Group, LLC 1.40% Add +0.2% 2,374 $1.8M
West Michigan Advisors, LLC 0.34% Add +33.4% 2,372 $1.8M
Oberweis Asset Management Inc./ 0.04% Add +0.2% 2,378 $1.8M
Townsend Asset Management Corp. /NC/ 0.57% Add +0.5% 2,378 $1.8M
Peninsula Asset Management Inc. 0.85% Reduce -6.7% 2,375 $1.8M
BankPlus Trust Department 0.41% Add +15.5% 2,375 $1.8M
Headinvest, LLC 0.33% Add +2.0% 2,373 $1.8M
Hanson & Doremus Investment Management 0.18% Reduce -34.1% 2,370 $1.8M
Holos Integrated Wealth LLC 0.83% No change 2,366 $1.8M
Advanced Asset Management Advisors Inc 0.47% Reduce -10.3% 2,368 $1.8M
Stonehaven Wealth & Tax Solutions, LLC 1.41% Add +0.2% 2,365 $1.8M
San Luis Wealth Advisors LLC 0.27% Reduce -0.2% 2,365 $1.8M
Medallion Wealth Advisors, LLC 0.56% Reduce -8.9% 2,352 $1.8M
Awm Capital, LLC 0.14% Reduce -0.1% 2,359 $1.8M
Lionsbridge Wealth Management LLC 1.73% Reduce -11.7% 2,358 $1.8M
Expressive Wealth LLC 1.66% Reduce -13.4% 2,353 $1.8M
M. Kraus & Co 0.47% Add +168.6% 2,353 $1.8M
Payne Capital Management, LLC 0.47% Reduce -6.0% 2,351 $1.8M
SMI Advisory Services, LLC 0.28% Add +0.0% 2,333 $1.8M
Orcam Financial Group 0.86% Add +0.0% 2,347 $1.8M
Integrity Advisory Solutions, LLC 0.18% Add +118.5% 2,345 $1.8M
Missouri Trust & Investment Co 0.48% Reduce -10.1% 2,345 $1.8M
Blodgett Wealth Advisors, LLC 1.17% Reduce -6.3% 2,345 $1.8M
First Command Advisory Services, Inc. 0.01% Reduce -0.2% 2,340 $1.7M
Riverbend Wealth Management, LLC 0.89% Add +5.6% 2,340 $1.7M
Mars Jewett Financial Group, Inc. 0.35% No change 2,337 $1.7M
Castle Wealth Management LLC 0.52% Reduce -3.6% 2,335 $1.7M
White Knight Strategic Wealth Advisors, LLC 1.22% Add +37.6% 2,335 $1.7M
Bridgewealth Advisory Group, LLC 0.33% Reduce -17.8% 2,330 $1.7M
Intesa Sanpaolo Wealth Management 0.35% Add +11.3% 2,325 $1.7M
Highline Wealth Partners LLC 0.35% Add +64.0% 2,325 $1.7M
WorthPointe, LLC 0.44% Reduce -50.0% 2,317 $1.7M
Lawson Kroeker Investment Management Inc. 0.48% Add +2.0% 2,315 $1.7M
Shapiro Capital Management LLC 0.10% Reduce -70.0% 2,315 $1.7M
Cladis Investment Advisory, LLC 0.81% Add +25.3% 2,314 $1.7M
Davis Capital Management 1.02% Add +0.3% 2,312 $1.7M
City National Bank of Florida 0.72% Add +93.0% 2,312 $1.7M
Curio Wealth, LLC 0.54% Add +0.7% 2,310 $1.7M
N.E.W. Advisory Services LLC 0.12% Add +0.7% 2,307 $1.7M
Crusonia Wealth Advisors LLC 0.28% Add +4.2% 2,305 $1.7M
Kapstone Financial Advisors LLC 0.72% Add +1.4% 2,300 $1.7M
Triton Wealth Management, PLLC 0.53% Reduce -2.7% 2,302 $1.7M
Precedent Wealth Partners, LLC 0.29% Add +12.0% 2,294 $1.7M
Giverny Capital 0.06% Reduce -7.3% 2,294 $1.7M
Moisand Fitzgerald Tamayo, LLC 0.17% No change 2,293 $1.7M
SJS Investment Consulting Inc. 0.19% Reduce -0.2% 2,288 $1.7M
Columbia Bank 0.38% No change 2,287 $1.7M
Wealth Alliance Advisory Group, LLC 0.25% Reduce -21.9% 2,285 $1.7M
Mattern Capital Management, LLC 0.20% Add +2.4% 2,285 $1.7M
Piscataqua Savings Bank 1.15% Add +0.1% 2,285 $1.7M
Marshall Investment Management, LLC 0.71% Reduce -15.7% 2,284 $1.7M
Callahan Advisors, LLC 0.13% Reduce -29.6% 2,283 $1.7M
RFG - Bristol Wealth Advisors, LLC 0.41% Add +0.2% 2,276 $1.7M
XTX Topco Ltd 0.02% Reduce -94.8% 2,268 $1.7M
Purkiss Capital Advisors LLC 0.64% Reduce -12.2% 2,267 $1.7M
Beirne Wealth Consulting Services, LLC 0.34% Reduce -21.2% 2,260 $1.7M
Mendel Money Management 0.62% Reduce -20.4% 2,264 $1.7M
TMB Capital Partners, LLC 0.53% Reduce -1.7% 2,260 $1.7M
Marino, Stram & Associates LLC 0.27% Add +1.0% 2,254 $1.7M
Philadelphia Trust Co. 0.11% Reduce -0.3% 2,252 $1.7M
Fourpath Capital Management, LLC 0.22% No change 2,252 $1.7M
Strategic Investment Advisors / MI 0.10% Add +6.3% 2,249 $1.7M
Rosenblum Silverman Sutton S F Inc. 0.40% Add +6.7% 2,245 $1.7M
Clarion Wealth Managment Partners, LLC 1.35% Add +0.1% 2,243 $1.7M
Hudson Value Partners, LLC 0.42% Add +0.7% 2,239 $1.7M
First PREMIER Bank 0.27% Reduce -2.8% 2,239 $1.7M
Capital CS Group, LLC 2.43% Reduce -4.5% 2,233 $1.7M
Cypress Asset Management Inc. 0.32% Reduce -0.6% 2,227 $1.7M
Beacon Wealthcare LLC 0.53% No change 2,222 $1.7M
Pinion Investment Advisors, LLC 0.32% Reduce -0.1% 2,222 $1.7M
Exchange Bank 1.03% Reduce -22.8% 2,214 $1.7M
Cookson Peirce & Co. Inc. 0.05% Add +13.2% 2,210 $1.7M
JPL Wealth Management, LLC 0.33% Add +3.1% 2,209 $1.6M
Key Financial Inc 0.27% Add +0.1% 2,207 $1.6M
Sentinel Advisory Group, LLC 0.67% Add +0.3% 2,206 $1.6M
Tobias Financial Advisors, Inc. 0.21% Reduce -3.6% 2,205 $1.6M
Wallace Capital Management Inc. 0.18% Reduce -27.8% 2,205 $1.6M
Armor Investment Advisors, LLC 0.53% No change 2,204 $1.6M
Retirement Solution LLC 0.32% Add +44.7% 2,204 $1.6M
Parthenon LLC 0.17% No change 2,204 $1.6M
Marshall & Sterling Wealth Advisors Inc. 0.97% Add +14.9% 2,198 $1.6M
IFC Advisors LLC 0.21% Add +0.5% 2,196 $1.6M
Alerus Financial NA 0.07% Reduce -2.2% 2,195 $1.6M
W.H. Cornerstone Investments Inc. 0.93% Reduce -10.8% 2,193 $1.6M
Westend Capital Management, LLC 0.37% Add +1116.1% 2,189 $1.6M
Front Row Advisors LLC 0.47% Reduce -2.8% 2,121 $1.6M
Portside Wealth Group, LLC 0.19% Add +84.5% 2,184 $1.6M
Windsor Advisory Group, LLC 1.18% Add +6.0% 2,180 $1.6M
Wealthspan Partners, LLC 0.51% Reduce -0.2% 2,180 $1.6M
CacheTech Inc. 0.26% Reduce -0.5% 2,180 $1.6M
BCS Private Wealth Management, Inc. 0.49% Add +1.5% 2,170 $1.6M
Summit Global Investments 0.09% Add +66.8% 2,170 $1.6M
Bannerstone Capital Management, LLC 1.36% Reduce -45.8% 2,167 $1.6M
Family Office Research LLC 0.61% No change 2,164 $1.6M
Eddie Patel Inc 0.96% Reduce -0.5% 2,160 $1.6M
Weatherly Asset Management L. P. 0.11% Reduce -2.1% 2,152 $1.6M
Global Wealth Strategies & Associates 0.30% Reduce -2.5% 2,152 $1.6M
Your Advocates Ltd., LLP 0.46% Reduce -9.3% 2,150 $1.6M
Diversified Enterprises, LLC 0.08% Reduce -85.8% 2,148 $1.6M
Harris Associates (Oakmark Funds) 0.00% Reduce -72.2% 2,148 $1.6M
VAUGHAN & Co SECURITIES, INC. 0.75% Reduce -0.2% 2,146 $1.6M
MontVue Capital Management, Inc. 0.92% Reduce -3.5% 2,143 $1.6M
Avalon Capital Management 0.38% Add +27.2% 2,136 $1.6M
Robinhood Asset Management, LLC 0.09% Add +46.5% 2,135 $1.6M
J. L. Bainbridge & Co., Inc. 0.13% Reduce -6.2% 2,133 $1.6M
L. Roy Papp & Associates, LLP 0.17% Reduce -1.0% 2,133 $1.6M
Shakespeare Wealth Management, LLC 0.42% New 2,131 $1.6M
GK Wealth Management LLC 0.96% Add +433.6% 2,129 $1.6M
Alpha Financial Partners LLC 0.83% No change 2,123 $1.6M
McGuire Investment Group, LLC 0.14% No change 2,121 $1.6M
3Chopt Investment Partners, LLC 0.30% Reduce -3.0% 2,115 $1.6M
Diversified Investment Strategies, LLC 1.02% No change 2,120 $1.6M
Formidable Asset Management, LLC 0.25% Add +1.7% 2,630 $1.6M
Larch Capital Partners LLC 0.23% Add +90.0% 2,115 $1.6M
Highland Investment Advisors LLC 0.69% — 2,111 $1.6M
Chesapeake Asset Management LLC 1.21% Add +0.6% 4,188 $1.6M
Mustico Financial Group, Inc. 1.02% Reduce -0.3% 2,108 $1.6M
Baring Financial LLC 0.87% Add +2.8% 2,108 $1.6M
CNB Bank 0.61% Reduce -2.4% 2,107 $1.6M
3 Factor Indexing, LLC 1.33% Reduce -0.1% 2,101 $1.6M
Courage Miller Partners, LLC 0.41% No change 2,099 $1.6M
Arcadia Wealth Management, Inc. 0.75% Reduce -2.8% 2,092 $1.6M
Kingstone Capital Partners Texas, LLC 0.83% Add +4.1% 2,092 $1.6M
Waterway Wealth Management, LLC 0.32% Reduce -0.4% 2,090 $1.6M
Clark Asset Management, LLC 0.12% Add +101.3% 2,087 $1.6M
Capital Advantage, Inc. 0.19% Add +4.8% 2,086 $1.6M
Wealth Management Nebraska 0.14% Reduce -0.4% 2,081 $1.6M
Jessup Wealth Management, Inc 0.46% Reduce -2.0% 2,081 $1.6M
St. Louis Trust Co 0.18% Reduce -0.1% 130,821 $1.6M
Intellus Advisors LLC 0.19% Reduce -6.0% 2,079 $1.6M
Freedom Investment Management, Inc. 0.43% Add +12.4% 2,079 $1.6M
Catalyst Investment Management LLC 1.41% Reduce -3.8% 2,077 $1.6M
Kirtland Hills Capital Management, LLC 0.44% Add +8.2% 2,076 $1.6M
Princeton Global Asset Management LLC 0.22% Reduce -1.1% 2,073 $1.5M
Arlington Trust Co LLC 0.13% Reduce -28.7% 2,073 $1.5M
Manhattan West Asset Management, LLC 0.26% Reduce -42.9% 2,072 $1.5M
Sacks & Associates, LLC 1.04% Add +0.3% 2,057 $1.5M
Massachusetts Wealth Management 0.58% No change 2,056 $1.5M
Seros Financial, LLC 0.80% Reduce -2.3% 2,056 $1.5M
Trust Co of Tennessee 0.27% Add +4.8% 2,055 $1.5M
Ring Mountain Capital, LLC 0.64% Add +270.8% 2,054 $1.5M
Stenger Family Office, LLC 0.24% Add +0.9% 2,050 $1.5M
WealthBridge Investment Counsel Inc. 0.41% Add +0.4% 2,048 $1.5M
ERn Financial, LLC 0.25% Reduce -1.2% 2,046 $1.5M
Atwood & Palmer Inc. 0.08% Reduce -18.9% 2,041 $1.5M
OceanIQ Capital, LLC 0.93% — 1,977 $1.5M
Mission Financial Group, LLC 1.26% — 2,038 $1.5M
Canvas Wealth Advisors, LLC 0.21% Reduce -0.7% 2,035 $1.5M
QTR Family Wealth, LLC 0.53% Add +0.1% 2,035 $1.5M
Cape Ann Savings Bank 0.72% Reduce -23.1% 2,034 $1.5M
Torrey Growth & Income Advisors 0.52% Add +0.1% 2,034 $1.5M
Virginia Wealth Management Group, Inc. 0.80% Add +1.6% 2,033 $1.5M
Approach Retirement Advisors, LLC 1.10% Reduce -0.1% 2,031 $1.5M
Richardson Financial Services Inc. 0.86% Reduce -11.8% 2,031 $1.5M
Palouse Capital Management, Inc. 1.01% Reduce -0.8% 2,030 $1.5M
Fortune Financial Advisors, LLC 0.65% Reduce -0.7% 2,030 $1.5M
Lam Group, Inc. 0.75% Add +1.4% 2,028 $1.5M
Laurel Wealth Planning LLC 0.67% Add +14.1% 2,027 $1.5M
Investment Partners Asset Management, Inc. 0.84% Reduce -0.5% 2,024 $1.5M
Valpey Financial Services, LLC 0.90% Reduce -3.6% 2,024 $1.5M
Lincoln Capital Corp. 0.49% Reduce -0.3% 2,021 $1.5M
Baker Tilly Wealth Management, LLC 0.32% Add +2.9% 2,020 $1.5M
Fidelity D & D Bancorp Inc. 0.52% Add +1.6% 2,013 $1.5M
Roof Eidam Maycock Peralta, LLC 0.30% Add +0.1% 2,013 $1.5M
Two Sigma Securities, LLC 0.13% New 2,008 $1.5M
Leonard Rickey Investment Advisors P.L.L.C. 0.24% Reduce -3.0% 2,008 $1.5M
Hutchinson Capital Management 0.26% Reduce -8.7% 2,007 $1.5M
Intergy Private Wealth, LLC 0.35% Add +15.7% 2,006 $1.5M
Investment Research Partners LLC 0.51% Add +4.0% 2,006 $1.5M
Avail Investment Partners, LLC 1.15% Add +4.0% 2,005 $1.5M
Plan A Wealth LLC 0.64% Add +9.2% 2,005 $1.5M
Ti-Trust, Inc. 0.80% No change 2,002 $1.5M
Doheny Asset Management 0.87% No change 2,000 $1.5M
Daiwa Securities Group Inc. 0.00% Reduce -66.7% 2,000 $1.5M
Prana Capital Management, LP 0.05% New 1,997 $1.5M
Mirabaud & Cie SA 0.60% Add +22.6% 1,995 $1.5M
North Dallas Bank & Trust Co. 0.88% Reduce -9.8% 1,990 $1.5M
Strid Group, LLC 0.16% Add +0.6% 1,986 $1.5M
LVZ, Inc. 0.15% Reduce -2.3% 1,983 $1.5M
Define Financial, LLC 0.68% Add +0.3% 1,983 $1.5M
HF Advisory Group, LLC 0.46% Add +1.3% 1,982 $1.5M
Rise Advisors, LLC 0.42% Add +3.2% 1,979 $1.5M
Millstone Evans Group, LLC 0.80% Add +5.7% 1,975 $1.5M
EPG Wealth Management LLC 0.35% Reduce -0.6% 1,973 $1.5M
Gilman Hill Asset Management, LLC 0.20% Add +13.1% 1,973 $1.5M
Foster Group, Inc. 0.04% Add +18.0% 1,973 $1.5M
Dara Capital Us, Inc. 1.02% No change 1,972 $1.5M
Investment Advisory Services Inc. /TX 0.42% Reduce -1.5% 1,972 $1.5M
Carter Financial Group, INC. 0.76% Reduce -0.1% 1,966 $1.5M
Lakeridge Wealth Management LLC 0.54% Reduce -0.6% 1,963 $1.5M
Praetorian Wealth Management, Inc. 0.25% Reduce -7.2% 1,962 $1.5M
ParaFi Capital LP 0.56% New 1,961 $1.5M
Legacy Private Trust Co. 0.08% Reduce -0.4% 1,961 $1.5M
Brooks, Moore & Associates, Inc. 0.66% No change 1,955 $1.5M
Navigation Group, LLC 0.28% No change 1,951 $1.5M
SL Advisors, LLC 2.54% Reduce -9.3% 1,947 $1.5M
Mascagni Wealth Management, Inc. 0.90% Reduce -22.2% 1,946 $1.5M
Quantum Financial Advisors, LLC 0.14% Reduce -15.1% 1,945 $1.5M
Hazlett, Burt & Watson, Inc. 0.39% Add +1.3% 1,944 $1.5M
Rockline Wealth Management, LLC 0.28% Reduce -5.1% 1,944 $1.5M
Astoria Portfolio Advisors LLC. 0.24% Reduce -48.8% 1,940 $1.4M
Bear Mountain Capital, Inc. 0.42% No change 1,926 $1.4M
Elevation Advisory Partners LLC 1.48% Reduce -9.1% 1,947 $1.4M
Leslie Global Wealth, LLC 0.56% Add +0.2% 1,930 $1.4M
Landaas & Co. /Wi 0.26% No change 1,930 $1.4M
Nottingham Advisors, Inc. 0.17% Reduce -2.7% 1,939 $1.4M
CKW Financial Group 0.14% Add +1.1% 1,928 $1.4M
Independent Investors Inc. 0.27% Reduce -2.5% 1,922 $1.4M
Sompo Asset Management Co., Ltd. 0.24% Add +163.0% 1,920 $1.4M
Private Management Group Inc. 0.04% Reduce -1.0% 1,917 $1.4M
Oak Wealth Advisors LLC 0.68% Add +4.9% 1,907 $1.4M
LaFleur & Godfrey LLC 0.17% Reduce -8.2% 1,902 $1.4M
Scratch Capital LLC 0.70% No change 1,900 $1.4M
Patrick M Sweeney & Associates, Inc. 0.81% Reduce -0.5% 1,899 $1.4M
KPP Advisory Services LLC 0.18% Reduce -10.6% 1,898 $1.4M
Fca Corp. 0.35% No change 1,896 $1.4M
Grant Street Asset Management, Inc. 0.23% Add +22.8% 1,894 $1.4M
Archer Investment Corp 0.27% Reduce -7.0% 1,892 $1.4M
Empire Financial Management Company, LLC 0.56% Reduce -22.2% 1,889 $1.4M
Zuckerman Investment Group, LLC 0.12% Add +27.3% 1,888 $1.4M
STRS Ohio 0.01% Add +102.7% 1,885 $1.4M
University of Texas/Texas Am Investment Management Co. 0.16% No change 1,878 $1.4M
Valicenti Advisory Services Inc. 0.27% Add +6.5% 1,882 $1.4M
Inspire Trust Co, N.A. 0.19% No change 1,882 $1.4M
a16z Perennial Management, L.P. 0.11% Add +51.7% 1,880 $1.4M
Toth Financial Advisory Corp. 0.14% Reduce -0.4% 1,877 $1.4M
Three Magnolias Financial Advisors, LLC 0.78% Add +8.7% 1,875 $1.4M
Godshalk Welsh Capital Management, Inc. 0.75% No change 1,875 $1.4M
TTP Investments, Inc. 0.57% Add +10.8% 1,871 $1.4M
Chokshi & Queen Wealth Advisors, Inc 0.65% No change 1,867 $1.4M
Arrow Financial Corp 0.12% Reduce -16.8% 1,864 $1.4M
Smith Thornton Advisors LLC 0.61% Reduce -1.1% 1,854 $1.4M
Monetary Management Group Inc. 0.29% No change 1,860 $1.4M
Centric Wealth Management 0.22% No change 1,930 $1.4M
Leisure Capital Management 0.43% Reduce -1.6% 1,855 $1.4M
Palogic Value Management, L.P. 0.50% No change 1,855 $1.4M
Advocate Investing Services LLC 1.07% Reduce -10.8% 1,852 $1.4M
BDFS Capital LLC 0.60% Add +0.6% 1,851 $1.4M
Pacific Asset Management, LLC 0.68% Reduce -2.9% 1,849 $1.4M
Vernal Point Advisors, LLC 0.47% No change 1,844 $1.4M
Souders Financial Advisors 0.14% Add +0.5% 1,848 $1.4M
Concentrum Wealth Management 0.33% Reduce -8.7% 1,847 $1.4M
Buck Wealth Strategies, LLC 0.14% Reduce -40.6% 1,846 $1.4M
Trademark Financial Management, LLC 0.56% Reduce -0.3% 1,845 $1.4M
Cutler Investment Counsel LLC 0.13% Reduce -19.6% 1,839 $1.4M
EagleClaw Capital Managment, LLC 0.18% Add +5.2% 1,837 $1.4M
BancFirst Trust & Investment Management 0.58% Add +1.8% 1,849 $1.4M
Correct Capital Wealth Management 0.24% Reduce -89.7% 1,834 $1.4M
Highbridge Capital Management LLC 0.09% New 1,834 $1.4M
Garner Asset Management Corp 0.44% Add +0.1% 1,830 $1.4M
Francis Financial, Inc. 0.22% Add +210.5% 1,829 $1.4M
Clear Trail Advisors, LLC 0.21% Reduce -1.1% 1,827 $1.4M
W.G. Shaheen & Associates DBA Whitney & Co 0.10% Add +6.0% 1,821 $1.4M
Sage Investment Advisers LLC 0.91% Add +0.1% 1,821 $1.4M
WealthTrust Axiom LLC 0.30% Reduce -1.6% 1,820 $1.4M
AJ Advisors, LLC 0.42% Add +0.3% 1,820 $1.4M
Milestones Private Investment Advisors LLC 1.08% No change 1,819 $1.4M
Silver Oak Advisory Group, Inc. 0.54% Reduce -1.8% 1,818 $1.4M
ONE Advisory Partners, LLC 0.37% Add +2.8% 1,813 $1.4M
Isthmus Partners, LLC 0.13% No change 1,812 $1.4M
Ballast, Inc. 0.25% Add +0.3% 1,806 $1.3M
Theory Financial LLC 0.42% No change 1,806 $1.3M
Truvestments Capital LLC 0.20% Add +18.0% 1,806 $1.3M
Z3 Capital Partners, LLC 0.28% Add +0.6% 1,800 $1.3M
Postrock Partners LLC 0.55% No change 1,800 $1.3M
Financial Planning Hawaii, Inc. 0.72% Add +24.4% 1,798 $1.3M
Adelphi Trust Co 0.89% Add +1.7% 1,796 $1.3M
United Bank 0.41% Add +11.4% 1,787 $1.3M
Level Financial Advisors 0.30% Reduce -5.4% 1,783 $1.3M
Fiduciary Group, LLC 0.10% Reduce -1.2% 1,781 $1.3M
Marion Wealth Management 0.27% Reduce -0.5% 1,777 $1.3M
Vista Investment Management 0.40% No change 1,777 $1.3M
Parr McKnight Wealth Management Group, LLC 0.16% Add +20.1% 1,775 $1.3M
Alpha Financial Advisors, LLC 0.37% Add +17.3% 1,771 $1.3M
Unison Asset Management LLC 0.54% No change 1,768 $1.3M
Silver Grove Financial Group, Inc. 0.71% Add +0.7% 1,766 $1.3M
Myecfo, LLC 0.50% No change 1,764 $1.3M
Financial Security Advisor, Inc. 0.21% Reduce -0.1% 1,758 $1.3M
August Group Capital Ltd 1.44% Add +0.8% 1,759 $1.3M
Dominguez Wealth Management Solutions, Inc. 0.72% Add +0.1% 1,756 $1.3M
Sendero Wealth Management, LLC 0.13% Add +19.8% 1,751 $1.3M
DKM Wealth Management, Inc. 0.85% Add +0.2% 1,746 $1.3M
Narwhal Capital Management 0.09% Reduce -1.1% 1,743 $1.3M
Dba Trading, LLC 0.65% No change 2,000 $1.3M
Align Financial, LLC 0.64% Reduce -1.5% 1,740 $1.3M
Carrera Capital Advisors 0.19% Add +4.1% 1,735 $1.3M
Live Oak Private Wealth LLC 0.16% Add +0.6% 1,735 $1.3M
Avaii Wealth Management, LLC 0.38% Add +5.1% 1,732 $1.3M
Key Capital Management, INC 0.67% Reduce -3.0% 1,731 $1.3M
Professional Advisory Services Inc. 0.14% Reduce -4.4% 1,730 $1.3M
Syntegra Private Wealth Group, LLC 0.10% Reduce -1.9% 1,728 $1.3M
Wescott Financial Advisory Group, LLC 0.10% Reduce -1.4% 1,728 $1.3M
Sargent Investment Group, LLC 0.16% Add +42.3% 1,727 $1.3M
Eclectic Associates Inc. 0.15% Reduce -0.2% 1,726 $1.3M
HTG Investment Advisors, Inc. 0.33% Reduce -3.0% 1,724 $1.3M
New Harbor Financial Group, LLC 0.20% Reduce -38.5% 1,723 $1.3M
GFI Investment Counsel Ltd. 0.17% New 1,723 $1.3M
Prelude Capital Management, LLC 0.09% Add +30.5% 1,720 $1.3M
Beck Mack & Oliver LLC 0.03% Add +14.0% 1,714 $1.3M
Eagle Bluffs Wealth Management LLC 0.43% No change 1,707 $1.3M
Cetera Trust Company, N.A 0.64% No change 1,711 $1.3M
Adamsbrown Wealth Consultants LLC 0.24% Add +69.6% 1,710 $1.3M
Grey Fox Wealth Advisors, LLC 0.20% Add +26.1% 1,705 $1.3M
Flynn Zito Capital Management, LLC 0.35% Add +2.6% 1,706 $1.3M
Prospect Financial Group LLC 1.03% No change 1,706 $1.3M
Concord Wealth Partners 0.15% Add +0.3% 1,704 $1.3M
Amara Financial, Llc. 0.76% No change 1,703 $1.3M
Financial Advisory Corp 0.17% Reduce -2.0% 1,700 $1.3M
Summit Asset Management, LLC 0.16% Reduce -22.0% 1,699 $1.3M
JB Capital LLC 0.04% Add +23.2% 1,699 $1.3M
Poinciana Advisors Group, LLC 0.94% No change 1,697 $1.3M
Riverbridge Partners LLC 0.04% No change 1,694 $1.3M
Center For Asset Management LLC 0.56% Add +10.4% 1,692 $1.3M
WLTH Capital Management, LLC 0.81% Reduce -0.8% 1,688 $1.3M
Capital Asset Managemnet, LLC 2.83% Reduce -28.9% 1,685 $1.3M
Evolution Wealth Management Inc. 0.74% Add +64.2% 1,683 $1.3M
Investment Partners, LTD. 0.39% Add +4.4% 1,682 $1.3M
Whalen Wealth Management Inc. 0.56% Reduce -0.4% 1,680 $1.3M
Strategies Wealth Advisors, LLC 0.11% Reduce -3.5% 1,677 $1.3M
Powers Advisory Group, LLC 0.39% No change 1,676 $1.3M
Acorn Financial Advisory Services Inc. 0.17% Reduce -18.7% 1,675 $1.3M
Compass Financial Services Inc 0.47% Reduce -1.9% 1,675 $1.3M
Dover Advisors, LLC 0.51% Reduce -1.0% 1,825 $1.2M
MRA Advisory Group 0.45% Reduce -25.5% 1,668 $1.2M
Forum Finance Group S.A. 0.45% Add +17.8% 2,052 $1.2M
Measured Risk Portfolios, Inc. 1.10% Reduce -0.5% 1,653 $1.2M
Carr Financial Group Corp 0.28% Add +37.7% 1,645 $1.2M
VSM Wealth Advisory, LLC 0.33% Add +0.1% 1,644 $1.2M
Meeder Advisory Services, Inc. 0.04% Add +19.4% 1,641 $1.2M
Mason & Associates Inc 0.20% Reduce -2.0% 1,636 $1.2M
Peak Wealth Management LLC 0.86% Add +7.2% 1,633 $1.2M
Xcel Wealth Management, LLC 0.30% Reduce -0.7% 1,631 $1.2M
Financial Alternatives, Inc 0.60% Reduce -15.2% 1,630 $1.2M
Bullock Wealth Management Group 0.53% Reduce -6.2% 1,632 $1.2M
Archer Investment Management, LLC 0.42% New 1,628 $1.2M
Elevated Private Wealth, LLC 1.15% — 1,624 $1.2M
GHP Investment Advisors, Inc. 0.04% Add +5.3% 1,621 $1.2M
Navalign, LLC 0.28% Add +0.4% 1,619 $1.2M
Barlow Wealth Partners, LLC 0.13% No change 1,622 $1.2M
Passive Capital Management, LLC. 0.38% No change 1,773 $1.2M
RFP Financial Group LLC 0.54% Add +75.9% 1,618 $1.2M
Heck Capital Advisors, LLC 0.07% Add +0.1% 1,614 $1.2M
Frederick Financial Consultants, LLC 0.51% Add +0.7% 1,614 $1.2M
Sonoma Private Wealth LLC 1.29% Add +59.2% 1,614 $1.2M
McDonough Capital Management, Inc 0.60% No change 1,612 $1.2M
Greenup Street Wealth Management LLC 0.15% Reduce -79.5% 1,611 $1.2M
Penbrook Management LLC 0.76% No change 1,605 $1.2M
Tran Capital Management, L.P. 0.14% Add +1.1% 1,601 $1.2M
Stack Financial Management, Inc 0.09% Reduce -1.4% 1,598 $1.2M
TCFG Investment Advisors, LLC 0.40% Reduce -0.4% 1,591 $1.2M
Stirlingshire Investments, Inc. 0.88% Reduce -1.1% 1,583 $1.2M
Tepp RIA, LLC 0.80% Reduce -68.5% 1,587 $1.2M
Providence Capital Advisors, LLC 0.18% Reduce -3.6% 1,587 $1.2M
Quantum Private Wealth, LLC 0.30% Reduce -5.3% 1,586 $1.2M
Blue Capital, Inc. 0.75% Reduce -31.8% 1,583 $1.2M
Lawood & Co. 0.80% No change 1,582 $1.2M
Walser Wealth Management Company, A Ltd Liability Co 0.49% Reduce -7.4% 1,580 $1.2M
Client 1ST Advisory Group, LLC 0.32% Add +4.0% 1,578 $1.2M
Poehling Capital Management, INC. 0.25% Add +191.1% 1,575 $1.2M
PFG Private Wealth Management, LLC 0.51% Reduce -0.4% 1,573 $1.2M
Great Waters Wealth Management 0.11% Add +58.9% 1,571 $1.2M
Johnson & White Wealth Management, LLC 0.44% Add +0.1% 1,567 $1.2M
Level Wealth Management LLC 0.47% Add +5.1% 1,557 $1.2M
Northbridge Financial Group, LLC 0.45% Add +0.2% 1,556 $1.2M
Bellevue Asset Management, LLC 0.54% Reduce -1.0% 1,554 $1.2M
Texas Bank & Trust Co 0.38% Reduce -1.7% 1,552 $1.2M
Avondale Wealth Management 0.47% No change 1,551 $1.2M
Milestone Asset Management Group, LLC 0.58% Reduce -0.1% 1,549 $1.2M
Zinnia Wealth Advisory, LLC 1.18% Add +147.1% 1,547 $1.2M
J. Goldman & Co LP 0.04% Reduce -71.4% 1,547 $1.2M
Ridge Creek Global, Inc 0.90% Reduce -11.2% 1,543 $1.2M
Mullaney, Keating & Wright, Inc. 0.56% Add +3.8% 1,543 $1.2M
LifeGuide Financial Advisors, LLC 0.33% Add +13.3% 1,542 $1.2M
Strategic Financial Services, Inc. 0.05% Reduce -6.1% 1,541 $1.2M
Cornerstone Financial Management LLC 0.92% Reduce -20.6% 1,541 $1.2M
Lighthouse Financial Services Inc. 0.24% Add +64.8% 1,543 $1.2M
Farmers & Merchants Trust Co of Chambersburg PA 0.29% Reduce -8.5% 1,540 $1.1M
Cypress Point Wealth Management, LLC 0.23% Reduce -15.7% 1,531 $1.1M
Hurlow Wealth Management Group, Inc. 0.24% Reduce -0.2% 1,531 $1.1M
Infinity Wealth Counsel, LLC 0.92% Reduce -2.9% 1,530 $1.1M
Brian Low Financial Group, LLC 0.67% Add +10.0% 1,530 $1.1M
PW Nova Financial Services LLC 0.24% Reduce -1.1% 1,529 $1.1M
Wealthstar Advisors, LLC 0.57% Add +1.7% 1,524 $1.1M
Prosperitas Financial LLC 0.36% Reduce -9.5% 1,522 $1.1M
Bourgeon Capital Management LLC 0.17% Reduce -70.6% 1,520 $1.1M
Cim, LLC 0.15% No change 1,518 $1.1M
Bci Securities, Inc. 9.75% Reduce -1.1% 1,515 $1.1M
MBA Advisors LLC 0.39% Add +0.9% 1,515 $1.1M
Elite Wealth Management, Inc. 0.33% Reduce -23.7% 1,512 $1.1M
Ted Buchan & Co 0.37% Reduce -1.1% 1,512 $1.1M
Graney & King, LLC 0.41% Reduce -1.6% 1,511 $1.1M
Bosman Wealth Management, LLC 0.70% No change 1,511 $1.1M
Alamar Capital Management, LLC 0.57% Reduce -4.3% 1,506 $1.1M
Burk Holdings LLC 0.42% Add +4.0% 1,509 $1.1M
Ballast Advisors LLC 0.27% Reduce -1.7% 1,508 $1.1M
Trivant Custom Portfolio Group, LLC 0.60% Reduce -4.4% 1,508 $1.1M
Fourth Dimension Wealth, LLC 0.36% Add +10.3% 1,506 $1.1M
Apeiron RIA LLC 0.29% Reduce -18.8% 1,506 $1.1M
New Covenant Trust Company, N.A. 0.85% No change 1,505 $1.1M
Marquette Asset Management, LLC 0.14% No change 1,504 $1.1M
FSB Premier Wealth Management, Inc. 0.32% No change 1,503 $1.1M
Strathmore Capital Advisors, Inc. 0.30% Reduce -15.4% 1,500 $1.1M
Midwest Financial Partners Investments, Inc. 0.47% Add +1.8% 1,503 $1.1M
Waterford Advisors, LLC 0.31% Reduce -11.3% 1,501 $1.1M
RVW Wealth, LLC 0.07% Add +50.0% 1,501 $1.1M
Vermillion Wealth Management, Inc. 0.27% Reduce -12.6% 1,501 $1.1M
Collaborative Wealth Managment Inc. 0.47% Add +12.2% 1,500 $1.1M
Nichols & Pratt Advisers LLP 0.07% No change 1,500 $1.1M
Midwest Capital Advisors, LLC 0.45% Add +0.1% 1,499 $1.1M
Vestia Personal Wealth Advisors 0.44% Reduce -0.5% 1,494 $1.1M
Hollow Brook Wealth Management LLC 0.22% Add +56.7% 1,493 $1.1M
Gallacher Capital Management LLC 0.62% Reduce -26.1% 1,488 $1.1M
Prospect Financial Services LLC 0.56% Add +0.3% 1,486 $1.1M
Prostatis Group LLC 0.26% Add +25.7% 1,486 $1.1M
Nolet Wealth Management, LLC 0.61% No change 1,486 $1.1M
Buttonwood Financial Advisors Inc. 0.34% No change 1,483 $1.1M
Newton One Investments LLC 0.28% Reduce -0.6% 1,483 $1.1M
Keb Asset Management, LLC 0.18% No change 1,482 $1.1M
Opinicus Capital, Inc. 0.59% Add +0.3% 1,478 $1.1M
Cross Staff Investments Inc 0.62% Add +26.2% 1,477 $1.1M
jvl associates llc 0.31% No change 1,477 $1.1M
Fenimore Asset Management Inc 0.02% No change 1,477 $1.1M
William Mack & Associates, Inc. 0.39% Add +14.6% 1,475 $1.1M
CDKV Holdings LLC 0.86% No change 1,474 $1.1M
Family Capital Trust Co 0.36% Reduce -0.6% 1,474 $1.1M
Strategic Financial Concepts, LLC 0.33% Reduce -32.8% 1,472 $1.1M
Cura Wealth Advisors, LLC 0.47% Add +2.0% 1,472 $1.1M
Heritage Wealth Management, Inc. 0.55% Add +3.2% 1,470 $1.1M
Barnes Pettey Financial Advisors, LLC 0.34% No change 1,469 $1.1M
Hobbs Group Advisors, LLC 0.29% No change 1,468 $1.1M
Legacy Financial Group, Inc. 0.26% Reduce -1.5% 1,466 $1.1M
Schwarz Dygos Wheeler Investment Advisors LLC 0.21% Reduce -0.9% 1,465 $1.1M
Prepared Retirement Institute LLC 0.46% Add +2.3% 1,462 $1.1M
Bull Harbor Capital LLC 0.21% Add +1.9% 1,462 $1.1M
Galvin, Gaustad & Stein, LLC 0.08% Reduce -8.1% 1,459 $1.1M
Aft, Forsyth & Company, Inc. 0.52% Add +1.0% 1,458 $1.1M
RW Investment Management LLC 0.10% No change 1,457 $1.1M
Silverlake Wealth Management LLC 0.21% Add +5.3% 1,457 $1.1M
Wealth Quarterback LLC 0.34% Add +2.0% 1,457 $1.1M
J2 Capital Management Inc 0.73% Reduce -1.8% 1,452 $1.1M
Heritage Investors Management Corp. 0.03% Add +4.8% 1,444 $1.1M
KRS Capital Management, LLC 0.50% No change 1,443 $1.1M
Quaker Wealth Management, LLC 0.31% Add +23.3% 1,442 $1.1M
Lodestone Wealth Management LLC 0.38% Add +54.1% 1,441 $1.1M
Cornerstone Planning Group LLC 0.14% Reduce -4.1% 1,440 $1.1M
Muirfield Wealth Advisors LLC 0.70% Reduce -0.1% 1,439 $1.1M
One Wealth Capital Management, LLC 0.31% Add +67.1% 1,437 $1.1M
Wilson & Boucher Capital Management, LLC 0.63% Reduce -0.7% 1,436 $1.1M
Signet Investment Advisory Group, Inc. 0.47% No change 1,435 $1.1M
WealthCollab, LLC 0.39% No change 1,435 $1.1M
South Plains Financial, Inc. 0.58% No change 1,434 $1.1M
Stonebridge Capital Advisors LLC 0.07% Reduce -9.1% 1,430 $1.1M
Payden & Rygel 0.08% New 1,428 $1.1M
Rasp Wealth Solutions, LLC 0.35% — 1,423 $1.1M
Steinberg Asset Management LLC 0.66% No change 1,423 $1.1M
RAM Investment Partners, LLC 0.17% Reduce -22.0% 1,421 $1.1M
Breachway Investments LLC 1.60% Reduce -4.6% 1,421 $1.1M
Altus Wealth Group LLC 0.38% Reduce -40.3% 1,420 $1.1M
Planning Center, Inc. 0.10% No change 1,420 $1.1M
Krane Financial Solutions LLC 0.65% Add +10.0% 1,420 $1.1M
Hayek Kallen Investment Management 0.32% Add +7.3% 1,418 $1.1M
Visionary Horizons, LLC 0.44% Reduce -29.1% 1,413 $1.1M
Clarus Group, Inc. 0.36% No change 1,413 $1.1M
Landmark Wealth Management, LLC 0.25% Reduce -0.5% 1,410 $1.1M
Mainsail Asset Management, LLC 0.41% Reduce -1.9% 1,416 $1.1M
Constitution Capital LLC 0.54% Reduce -0.2% 1,409 $1.1M
American Money Management, LLC 0.15% Reduce -3.2% 1,407 $1.1M
Painted Porch Advisors LLC 0.46% Add +0.4% 1,406 $1.1M
Sage Financial Management Group, Inc. 0.29% Add +21.6% 1,404 $1.0M
Ameraudi Asset Management, Inc. 0.47% Reduce -70.1% 1,401 $1.0M
Sfm, LLC 0.54% Add +0.2% 1,401 $1.0M
Seneca House Advisors 0.37% No change 1,400 $1.0M
Strive Financial Group ,LLC 0.45% Add +14.8% 1,400 $1.0M
VUB Generali dochodkova spravcovska spolocnost, a.s. 0.72% No change 1,400 $1.0M
Copos Capital B.V. 0.14% — 1,400 $1.0M
Livet Wealth, LLC 0.60% No change 1,399 $1.0M
Fairvoy Private Wealth, LLC 0.21% Reduce -0.1% 1,394 $1.0M
Wilkins Investment Counsel Inc. 0.14% No change 1,393 $1.0M
Independent Solutions Wealth Management, LLC 0.14% Add +8.0% 1,393 $1.0M
Morling Financial Advisors, LLC 0.29% No change 1,392 $1.0M
Quad-Cities Investment Group, LLC 0.37% Reduce -0.8% 1,388 $1.0M
S Harris Financial Group, LLC 0.80% Add +0.2% 1,385 $1.0M
High Note Wealth, LLC 0.18% No change 1,385 $1.0M
Fonville Wealth Management LLC 0.17% Add +6.5% 1,383 $1.0M
Bright Futures Wealth Management, LLC. 0.67% Reduce -6.0% 1,382 $1.0M
Legend Capital Advisors LLC 0.56% No change 1,380 $1.0M
Miller Capital Partners, Inc. 0.41% No change 1,380 $1.0M
Cannon Capital Management, Inc. 0.87% No change 1,379 $1.0M
Great Oak Capital Partners, LLC 0.22% Add +0.2% 1,372 $1.0M
Martel Wealth Advisors LLC 0.16% Add +7.2% 1,375 $1.0M
Ruedi Wealth Management, Inc. 0.24% No change 1,374 $1.0M
Greenbush Financial Group, LLC 0.30% Add +0.3% 1,374 $1.0M
DecisionMap Wealth Management, LLC 0.57% Add +0.1% 1,372 $1.0M
J. Team Financial, Inc. 0.99% Reduce -0.6% 1,367 $1.0M
Cadia Private Client LLC 0.73% Reduce -12.5% 1,366 $1.0M
Landing Point Financial Group, LLC 0.35% No change 1,366 $1.0M
Leuthold Group, LLC 0.10% New 1,364 $1.0M
Valley Financial Group, Inc. 0.50% No change 1,364 $1.0M
Accelerate Investment Advisors LLC 0.58% Add +12.7% 1,363 $1.0M
Code Waechter LLC 0.53% Reduce -3.9% 1,363 $1.0M
Twin Cities Retirement Group LLC 0.87% Add +5.4% 1,362 $1.0M
Manuka Financial, LLC 0.53% Add +0.1% 1,361 $1.0M
3EDGE Asset Management, LP 0.05% Add +36.4% 1,360 $1.0M
Front Street Capital Management, Inc. 0.12% Add +1.2% 1,360 $1.0M
Silver Lake Advisory, LLC 0.36% Reduce -7.9% 1,358 $1.0M
Birchcreek Wealth Management, LLC 0.39% Reduce -13.3% 1,356 $1.0M
Academy Capital Management 0.13% New 1,351 $1.0M
True Link Financial Advisors, LLC 0.06% Add +5.1% 1,350 $1.0M
Hall Capital Management Co. Inc. 0.31% Reduce -1.8% 1,348 $1.0M
Nicollet Investment Management, Inc. 0.31% Add +0.1% 1,349 $1.0M
Abbot Financial Management, Inc. 0.37% Add +7.2% 1,345 $1.0M
Rothschild Capital Partners, LLC 0.22% Add +0.2% 1,344 $1.0M
Symmetry Partners, LLC 0.05% No change 1,342 $1.0M
Canton Hathaway, LLC 0.19% No change 1,340 $1.0M
Northwest Quadrant Wealth Management, LLC 0.18% Add +0.3% 1,338 $999K
Retirement Planning Group, LLC / NY 0.54% Add +18.5% 1,334 $998K
Alliance Wealth Management Group 0.19% Add +30.2% 1,336 $998K
Rock Creek Group LLC 0.10% New 1,345 $996K
NBH Bank 0.42% — 1,334 $996K
Community Bank & Trust, Waco, Texas 0.18% No change 1,334 $996K
Finer Wealth Management, Inc. 0.44% Add +0.8% 1,331 $994K
United Financial Planning Group LLC 0.50% Add +0.1% 1,331 $994K
Emissary Wealth LLC 0.76% Reduce -8.0% 1,329 $993K
L.K. Benson & Company, P.C. 0.30% Add +0.4% 1,329 $992K
Powerhouse Assets LLC 0.81% Reduce -0.5% 1,329 $992K
Mascoma Wealth Management LLC 0.18% No change 1,327 $991K
Richard W. Paul & Associates, LLC 0.30% Add +10.1% 1,326 $990K
Triangle Securities Wealth Management 0.20% Reduce -0.2% 1,320 $986K
Martin Capital Advisors, LLP 0.52% No change 1,319 $985K
Shufro Rose & Co. LLC 0.06% Reduce -0.6% 1,316 $983K
D'Orazio & Associates, Inc. 0.11% Add +0.5% 1,316 $983K
Global Wealth Management Investment Advisory, Inc. 0.14% Add +0.5% 1,312 $980K
Grantvest Financial Group LLC 0.57% Add +9.7% 1,308 $977K
Ironwood Wealth Management, LLC. 0.22% Reduce -41.3% 1,307 $976K
Fermata Advisors, LLC 0.20% Reduce -0.1% 1,307 $976K
Cooke Wealth Management, LLC 0.80% No change 1,302 $972K
Lafayette Investments, Inc. 0.18% Reduce -12.6% 1,302 $972K
Rogco, LP 0.30% Add +4.2% 1,301 $972K
TIAA Wealth Investment Management LLC 0.01% Add +78.2% 1,310 $971K
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 0.67% No change 1,296 $970K
Goldstream Capital Management Ltd 1.16% No change 1,298 $969K
Asset One Wealth Management LLC 0.10% Add +2.2% 1,281 $967K
Mezzasalma Advisors, LLC 0.19% Reduce -33.7% 1,290 $963K
Requisite Capital Management, LLC 0.16% Add +0.5% 1,286 $963K
Vicus Capital 0.06% Reduce -0.2% 1,287 $961K
4J Wealth Management LLC 0.47% No change 1,287 $961K
Solitude Financial Services 0.27% No change 1,286 $960K
Delta Wealth Advisors LLC 0.69% Reduce -17.1% 1,286 $960K
Keystone Global Partners, LLC 0.36% No change 1,284 $959K
Weiss Asset Management LP 0.02% New 1,283 $958K
Stonebridge Capital Management Inc. 0.46% New 1,281 $957K
Financial Counselors Inc. 1.31% No change 1,278 $954K
Cascade Investment Group, Inc. 0.53% No change 1,275 $952K
Eagle Wealth Advisors LLC 0.73% Reduce -4.2% 1,274 $951K
Johnson Bixby & Associates, LLC 0.11% Reduce -0.5% 1,273 $951K
McKinney Capital Management, LLC 0.37% Add +10.3% 1,273 $951K
Beacon Financial Group 0.09% Reduce -6.5% 1,271 $949K
North Point Portfolio Managers Corp. 0.16% Add +4.4% 1,269 $948K
Mattern Wealth Management LLC 0.16% Reduce -2.2% 1,268 $947K
C M Bidwell & Associates Ltd. 0.39% No change 1,268 $947K
Versant Capital Management, Inc 0.08% No change 1,267 $946K
Financial Discovery Group Inc. 2.01% No change 1,263 $943K
Lee Johnson Capital Management, LLC 0.29% No change 1,262 $942K
LS Investment Advisors, LLC 0.13% Reduce -2.5% 1,258 $940K
Great Lakes Retirement, Inc. 0.08% No change 1,258 $939K
Monarch Capital Management Inc. 0.21% No change 1,252 $937K
Weitzel Financial Services, Inc. 0.32% Add +0.1% 1,261 $937K
Holistic Financial Partners 0.57% Add +4.3% 1,255 $937K
Bernicke Wealth Management, Ltd. 0.11% Add +0.6% 1,254 $936K
Stonehearth Capital Management, LLC 0.32% Reduce -0.5% 1,253 $936K
626 Financial, LLC 0.37% No change 1,253 $936K
HHM Wealth Advisors, LLC 0.09% Add +0.5% 1,253 $936K
Ashton Thomas Securities, LLC 0.14% Add +55.5% 1,250 $933K
Camden National Bank 0.12% Reduce -0.2% 1,250 $933K
Allied Investment Advisors, LLC 0.12% Reduce -2.0% 1,247 $931K
Chemung Canal Trust Co. 0.17% Add +13.8% 1,246 $930K
Focused Wealth Management, Inc 0.08% Reduce -0.1% 1,246 $930K
Wealthgarden F.S. LLC 0.53% Add +63.8% 1,245 $930K
Financial Management Network Inc. 0.13% Add +0.9% 1,249 $928K
BCGM Wealth Management, LLC 0.20% Add +0.3% 1,242 $927K
Wellington-Altus USA Inc. 0.66% Reduce -7.0% 1,424 $926K
M. Kulyk & Associates, LLC 0.15% Add +29.4% 1,237 $924K
Hilltop Partners LLC 0.22% Reduce -5.1% 1,235 $922K
Stegner Investment Associates Inc. 0.44% Add +0.1% 1,235 $922K
Vested Financial Planning, LLC 0.62% Add +1.0% 1,235 $922K
American Trust Investment Advisors, LLC 0.45% Reduce -0.2% 1,234 $922K
Corundum Trust Company, INC 2.46% Add +0.1% 1,233 $921K
Parkwoods Wealth Partners, LLC 0.15% Add +43.6% 1,232 $920K
Braun-Bostich & Associates Inc. 0.51% Add +0.5% 1,225 $915K
Alteri Wealth LLC 0.25% Reduce -14.6% 1,224 $914K
Alpine Bank Wealth Management 0.12% No change 1,223 $913K
HT Partners LLC 0.25% Reduce -1.5% 1,222 $913K
Battery Global Advisors, LLC 0.46% No change 1,218 $912K
Walker Asset Management, LLC 0.46% No change 1,220 $911K
Aufman Associates Inc 0.36% Reduce -0.4% 1,219 $910K
Shrier Wealth Management, LLC 0.31% Reduce -5.5% 1,219 $910K
Triune Financial Partners, LLC 0.19% Add +0.3% 1,217 $909K
PEAK6 LLC 0.02% Add +60700.0% 1,216 $908K
Gen-Wealth Partners Inc 0.25% Reduce -99.5% 1,215 $908K
GKV Capital Management Co., Inc. 0.29% No change 1,215 $907K
Fidelis Wealth Advisors LLC 1.36% Add +31.4% 1,213 $906K
MJP Associates Inc. 0.10% Add +24.1% 1,212 $905K
Comprehensive Money Management Services LLC 0.57% No change 1,212 $905K
Mark Sheptoff Financial Planning, LLC 0.48% New 1,212 $905K
London Co. of Virginia 0.01% Add +65.8% 1,210 $905K
Peak Retirement Planning, Inc. 0.14% Reduce -51.0% 1,209 $903K
Granite Harbor Advisors, Inc. 0.36% No change 1,207 $901K
Horizon Bancorp Inc. 0.42% No change 1,204 $899K
Seaside Wealth Management, Inc. 0.22% Reduce -6.0% 1,204 $899K
Tradewinds, LLC. 0.20% New 286 $898K
Noble Wealth Management PBC 0.41% Reduce -10.8% 1,202 $898K
West Wealth Group, LLC 0.15% Add +0.3% 1,199 $896K
Traveka Wealth, LLC 0.30% Reduce -1.6% 1,199 $895K
Physician Wealth Advisors, Inc. 0.11% Add +0.1% 1,199 $895K
Schaeffer Financial LLC 0.69% Reduce -3.9% 1,198 $895K
Oxford Wealth Group, LLC 0.40% Add +78.9% 1,197 $894K
Northland Securities, Inc. 0.52% No change 1,197 $894K
Intelligent Financial Strategies 0.43% No change 1,194 $894K
Benchmark Financial, LLC 0.73% Add +0.1% 1,196 $893K
Security National Bank 0.11% Add +5.8% 1,195 $892K
Concord Asset Management, LLC 0.14% Reduce -0.1% 1,194 $892K
Rezny Wealth Management, Inc. 0.16% Add +3.0% 1,192 $890K
Westwood Wealth Management 0.26% Reduce -10.5% 1,191 $889K
17 Capital Partners, LLC 0.40% Reduce -1.2% 1,191 $889K
Millennium Capital Advisors, LLC 0.48% No change 1,190 $889K
Keudell/Morrison Wealth Management 0.17% Add +1.3% 1,187 $887K
CMH Wealth Management LLC 0.14% Reduce -2.5% 1,184 $886K
Tenzing Financial LLC 0.61% No change 1,176 $883K
Tru Independence Asset Management 2, LLC 0.48% Add +4.1% 1,177 $881K
Goepper Burkhardt LLC 0.26% No change 1,179 $880K
Hudock, Inc. 0.11% Add +0.1% 1,177 $880K
Dixon Mitchell Investment Counsel Inc. 0.03% Reduce -24.4% 1,174 $879K
Miller Financial Services LLC 0.71% Reduce -2.0% 1,097 $878K
Chico Wealth RIA 0.46% No change 1,176 $878K
Paradigm Capital Management, LLC 0.76% Reduce -2.0% 1,176 $878K
IMPACTfolio, LLC 0.33% No change 1,175 $878K
Wealthcare Capital Management LLC 0.08% No change 1,175 $877K
5th Street Advisors, LLC 0.34% No change 1,172 $875K
Rench Wealth Management, Inc. 0.23% Add +1.5% 1,172 $875K
Perryman Financial Advisory Inc. 0.12% Reduce -2.3% 1,171 $875K
Indie Asset Partners, LLC 0.84% No change 1,171 $875K
Avant Financial Advisors LLC 0.54% No change 1,170 $874K
Gordian Advisors LLC 0.51% Add +0.1% 1,166 $871K
Lee Financial Co 0.11% Reduce -4.5% 1,165 $870K
Foundation Wealth Management, LLC\PA 0.26% No change 1,163 $868K
Shade Tree Advisors LLC 0.51% Add +7.9% 1,163 $868K
Kuhn & Co Investment Counsel 0.50% Add +0.1% 1,163 $868K
Northcape Wealth Management, LLC 0.23% Reduce -2.3% 1,161 $867K
Nova R Wealth, Inc. 0.25% Reduce -0.3% 1,161 $867K
Cheviot Value Management, LLC 0.09% Reduce -31.9% 1,158 $864K
Allen Capital Group, LLC 0.07% Add +46.6% 1,155 $863K
CVA Family Office, LLC 0.08% Add +15.6% 1,154 $862K
Blue Line Capital, LLC / IL 0.75% Add +0.7% 1,154 $862K
Polaris Investment Advisors, LLC 0.55% Reduce -11.7% 1,153 $861K
Elite Life Management LLC 1.01% Add +0.4% 1,116 $859K
Halbert Hargrove Global Advisors, LLC 0.04% Add +24.8% 1,148 $858K
Ardent Capital Management, Inc. 0.36% No change 1,146 $856K
Altura Wealth Advisors Inc. 0.29% Add +2.6% 1,143 $853K
Swmg, LLC 0.20% Add +0.4% 1,135 $853K
Paller Financial Services Inc 0.64% Reduce -0.6% 1,142 $853K
Horizon Kinetics Asset Management LLC 0.01% Reduce -8.3% 1,141 $852K
Kinetic Wealth Investment Advisors LLC 0.40% — 1,141 $852K
Vista Investment Partners Ii, LLC 0.33% Reduce -2.0% 1,141 $852K
Owl Creek Wealth Partners LLC 0.25% Add +0.3% 1,140 $851K
First Growth Capital LLC 0.65% No change 1,139 $851K
Bayban 0.65% Add +4.3% 1,138 $850K
Forbes J M & Co. LLP 0.07% No change 1,138 $850K
Dedeker Financial LLC 0.48% No change 1,134 $848K
Ariadne Wealth Management, LP 0.37% No change 1,134 $847K
Cidel Asset Management Inc. 0.04% No change 1,134 $847K
Gerber, LLC 0.40% Add +51.8% 1,134 $847K
IVC Wealth Advisors LLC 0.33% No change 1,134 $847K
Pointe Capital Management LLC 0.38% Add +2.6% 1,133 $846K
Lincoln Capital LLC 0.15% Reduce -0.4% 1,133 $846K
L2 Asset Management, LLC 0.09% Reduce -99.7% 1,132 $845K
Private Wealth Management Group, LLC 0.20% Add +25.5% 1,131 $845K
Azimuth Capital Investment Management LLC 0.03% Add +5.0% 1,131 $845K
RS Crum Inc. 0.16% Add +18.6% 1,131 $844K
Wealth Management Associates, Inc. 0.23% Reduce -0.6% 1,129 $843K
Discipline Wealth Solutions, LLC 0.07% Reduce -41.0% 1,129 $843K
Trajan Wealth LLC 0.03% Add +116.1% 1,128 $843K
Capital Counsel LLC 0.03% Reduce -3.4% 1,127 $842K
Slagle Financial, LLC 0.25% Add +1.8% 1,125 $840K
Bryant Woods Investment Advisors, LLC 0.23% No change 1,124 $839K
HighRoad Wealth Advisors, LLC 0.71% Add +1.2% 1,124 $839K
Mueller Wealth, LLC 0.57% Reduce -0.1% 1,122 $838K
Stanley-Laman Group, Ltd. 0.08% Add +3.0% 1,119 $836K
Quest Investment Management LLC 0.10% Add +1.7% 1,119 $836K
Emergent Wealth Advisors, LLC 0.43% Reduce -0.6% 1,118 $835K
Alkeme Wealth, LLC 0.32% No change 1,118 $835K
GreatBanc Trust CO 0.52% No change 1,115 $833K
Sageworth Trust Co of South Dakota 0.51% No change 1,110 $829K
Paradiem, LLC 0.18% No change 1,109 $828K
Oak Harvest Investment Services 0.08% Reduce -1.3% 1,108 $828K
TriaGen Wealth Management LLC 0.21% Reduce -8.1% 1,106 $826K
Palisade Capital Management, LP 0.04% Reduce -3.7% 1,105 $825K
R. W. Roge & Company, Inc. 0.35% No change 1,106 $825K
Kennedy Investment Group, Inc. 0.28% Reduce -1.5% 1,104 $825K
Unique Wealth Strategies, LLC 0.30% Add +0.2% 1,102 $823K
Fairlight Advisors 0.67% — 1,102 $823K
Variant Private Wealth, LLC 0.93% Reduce -2.6% 1,102 $823K
Alternative Investment Advisors, LLC. 0.32% Reduce -0.5% 1,101 $822K
Broyhill Asset Management, LLC 0.73% No change 1,100 $821K
Capstone Capital Management Ltd 0.37% New 1,100 $821K
Prevail Innovative Wealth Advisors, LLC 0.12% Reduce -26.1% 1,100 $821K
Lakewood Asset Management LLC 0.45% No change 1,099 $821K
Marotta Asset Management 0.14% Reduce -0.4% 1,100 $820K
Capstone Wealth Management Group, Inc. 0.49% — 1,098 $820K
Wealth Effects LLC 0.22% Reduce -2.8% 1,092 $815K
Aspire Growth Partners LLC 0.47% Add +0.3% 1,092 $815K
SAM Advisors, LLC 0.22% New 1,091 $815K
Financial Futures Ltd Liability Co. 0.31% Reduce -2.5% 1,089 $813K
Financial Sense Advisors, Inc. 0.18% Add +12.2% 1,088 $813K
Rowlandmiller & Partners.adv 0.15% Add +1.8% 1,087 $812K
Innovative Wealth Building LLC 0.47% Reduce -2.2% 1,087 $812K
Financial Life Advisors 0.23% Add +36.3% 1,086 $811K
Commerce Advisors, LLC 0.44% Reduce -1.7% 1,086 $811K
Talon Private Wealth, LLC 0.09% Add +6.5% 1,086 $811K
Sandro Wealth Management LLC 0.59% Add +3.4% 1,084 $810K
Nicholas Wealth, LLC. 0.44% Reduce -10.8% 1,381 $809K
AmeriServ Wealth Advisors 0.54% Reduce -1.0% 1,082 $808K
Reston Wealth Management LLC 0.22% Reduce -12.2% 1,082 $808K
HighMark Wealth Management LLC 0.27% Reduce -3.6% 1,081 $807K
Verde Capital Management 0.15% Add +17.5% 1,080 $807K
NavPoint Financial, Inc. 0.30% Add +0.3% 1,080 $806K
Ritter Daniher Financial Advisory LLC / DE 0.12% Reduce -1.3% 1,079 $806K
Sharp Wealth Advisory, LLC 0.37% Add +16.0% 1,078 $805K
Kwmg, LLC 0.06% Reduce -1.7% 1,078 $805K
Retiremitten Financial LLC 0.34% Reduce -5.0% 1,075 $803K
Kidder Stephen W 0.20% No change 1,075 $803K
Smart Money Group LLC 0.21% Reduce -0.6% 1,075 $803K
Bath Savings Trust Co 0.08% Add +2.0% 1,074 $802K
Harbor Group, Inc. 0.09% Reduce -1.0% 1,071 $800K
Amicus Financial Advisors, LLC 0.20% Add +1.2% 1,069 $799K
Stableford Capital II LLC 0.28% Reduce -9.9% 1,069 $798K
25 LLC 0.22% Add +3.4% 1,069 $798K
IFC & Insurance Marketing, Inc. 0.70% Add +4.9% 1,069 $798K
Philadelphia Investment Partners, LLC 0.50% Reduce -1.3% 1,067 $798K
WP Advisors, LLC 0.19% Add +0.9% 1,067 $797K
Harborfront Financial Group LLC 3.00% — 1,065 $795K
Legacies Wealth LLC 0.44% Reduce -1.5% 1,064 $795K
Nova Wealth Management, Inc. 0.44% Add +5.7% 1,063 $794K
Compagnie Lombard Odier SCmA 0.01% Add +10.4% 1,063 $794K
Patient Capital Management, LLC 0.03% Reduce -4.9% 1,060 $792K
Bluesphere Advisors LLC 0.24% Reduce -1.4% 1,058 $790K
Allodium Investment Consultants, LLC 0.33% Reduce -5.2% 1,055 $788K
Phraction Management LLC 0.20% No change 1,054 $787K
Clark Estates Inc. 0.18% No change 1,054 $787K
Mountain Pacific Investment Advisers LLC 0.12% Reduce -50.0% 1,052 $786K
Crossmark Global Holdings, Inc. 0.01% Reduce -4.6% 1,052 $785K
Hubbell Strickland Wealth Management, LLC 0.28% Reduce -0.5% 1,051 $785K
Stokes Family Office, LLC 0.09% Add +0.4% 1,050 $784K
Mma Asset Management LLC 0.25% Add +0.1% 1,050 $784K
Monument Group Wealth Advisors, LLC 0.38% Add +0.1% 1,048 $783K
Keeler Thomas Management LLC 0.28% Add +16.7% 1,048 $783K
Heritage Wealth Management, Inc. 0.20% Reduce -0.5% 1,048 $783K
Blue Square Asset Management, LLC 0.32% No change 1,045 $780K
Commonwealth Retirement Investments LLC 0.21% Reduce -10.5% 1,043 $779K
Park Square Financial Group, LLC 7.03% Reduce -23.4% 1,043 $779K
NCM Capital Management, LLC 0.24% Reduce -0.7% 1,043 $779K
RDA Financial Network 0.17% Add +0.5% 1,042 $778K
Sidoxia Capital Management, LLC 0.57% No change 1,041 $777K
Seneca Financial Advisors LLC 0.20% Reduce -2.0% 1,039 $776K
Ellsworth Advisors, LLC 0.13% Reduce -4.5% 1,028 $776K
Schulz Wealth, LTD. 0.40% — 1,037 $775K
KFG Wealth Management, LLC 0.09% Reduce -3.5% 1,038 $775K
SilverOak Wealth Management LLC 0.10% Add +0.2% 1,037 $774K
Jmac Enterprises LLC 0.13% Add +0.2% 1,030 $769K
Stillwater Private Wealth, LLC 0.50% Add +18.3% 991 $765K
XY Capital Ltd 0.88% New 1,024 $765K
SKY-Mountain Capital Management, Inc. 0.55% Add +3.5% 1,024 $765K
BKM Wealth Management, LLC 0.27% Reduce -27.1% 1,023 $764K
Succession Financial, Inc. 0.74% — 1,022 $763K
Bull Oak Capital, LLC 0.25% Reduce -0.5% 1,020 $762K
DSG Capital Advisors, LLC 0.11% Reduce -0.2% 1,011 $760K
Signet Private Wealth LLC 0.61% No change 1,017 $760K
Boothe Investment Group, Inc. 0.24% Reduce -13.8% 1,011 $755K
Windward Capital Management Co. 0.06% New 1,009 $753K
Whitcomb & Hess, Inc. 0.16% Reduce -0.2% 1,009 $753K
Sherman Wealth Management LLC 0.56% Add +0.3% 1,005 $750K
Athena Investment Management 0.44% No change 1,005 $750K
Regatta Capital Group, LLC 0.10% Add +5.3% 1,004 $750K
Zullo Investment Group, Inc. 0.26% Reduce -0.6% 1,004 $750K
Stewardship Advisors, LLC 0.16% Add +1.0% 1,004 $750K
Serenity Investment Advisors 0.32% Reduce -0.5% 983 $750K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.06% No change 1,003 $749K
DeDora Capital, Inc. 0.16% Add +3.1% 1,001 $748K
Boyum Wealth Architects LLC 0.30% Add +2.8% 997 $747K
Arrington Capital Management, LLC 0.83% New 1,000 $747K
Acima Private Wealth, LLC 0.22% No change 999 $746K
Rhumbline Advisers 0.00% No change 998 $745K
MeadowBrook Investment Advisors LLC 0.60% Reduce -1.4% 997 $745K
CPA Asset Management Group, LLC 0.21% Reduce -9.4% 996 $743K
RPS Advisory Solutions LLC 0.49% Reduce -14.1% 995 $743K
Dopkins Wealth Management, LLC 0.27% Reduce -2.1% 994 $742K
Mindset Wealth Management, LLC 0.14% Add +43.6% 992 $741K
Avid Wealth Partners LLC 0.36% Reduce -28.6% 992 $741K
Riverview Capital Advisers, LLC 0.21% Add +0.2% 991 $740K
Creekside Partners 0.27% No change 990 $739K
Harrell Investment Partners, LLC 0.16% Reduce -5.9% 989 $739K
Sprott Inc. 0.02% Add +180.7% 988 $738K
Sequent Planning LLC 0.16% Add +123.6% 984 $734K
Scholtz & Company, LLC 0.37% No change 983 $734K
Enzi Wealth 0.23% Add +1.6% 975 $733K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -2.5% 981 $733K
Strategic Planning Group, LLC 0.08% Add +30.2% 979 $731K
Shum Financial Group, Inc. 0.44% New 979 $731K
Wolff Financial Management LLC 0.15% No change 975 $728K
Asio Capital, LLC 0.09% Add +1.0% 974 $728K
180 Wealth Advisors, LLC 0.07% Reduce -10.9% 970 $724K
Brown Wealth Management, LLC 0.16% Add +15.2% 969 $724K
Kestra Investment Management, LLC 0.01% Reduce -47.6% 967 $722K
High Point Wealth Management, LLC 0.60% Add +1.1% 966 $721K
Check Capital Management Inc. 0.04% No change 965 $721K
Butensky & Cohen Financial Security, Inc. 0.18% Reduce -2.8% 965 $720K
Chris Bulman Inc 0.26% Add +0.9% 964 $720K
FF Advisors,LLC 0.27% Add +2.7% 963 $719K
Briaud Financial Planning Inc 0.19% Reduce -38.8% 962 $718K
Birch Financial Group, LLC 0.37% Reduce -11.0% 962 $718K
Maxele Advisors, LLC 0.50% — 961 $718K
Keystone Financial Services 0.18% Reduce -22.6% 961 $717K
Jacobson & Schmitt Advisors, LLC 0.12% Add +11.7% 958 $715K
BostonPremier Wealth LLC 0.30% Add +0.2% 958 $715K
Redwood Financial Network Corp 0.39% Reduce -0.2% 953 $711K
Revere Asset Management, Inc 0.27% New 952 $711K
Alliance Private Wealth, LLC 0.25% No change 951 $710K
SageGuard Financial Group, LLC 0.10% Reduce -27.1% 948 $708K
Luts & Greenleigh Group, Inc. 0.54% Add +0.4% 948 $708K
Arbor Investment Advisors, LLC 0.08% Reduce -42.9% 947 $708K
Huntleigh Advisors, Inc. 0.10% Add +3.3% 940 $702K
Sfam, LLC 0.57% Reduce -1.2% 938 $700K
Pacific Sage Partners, LLC 0.10% Reduce -0.6% 937 $700K
Peoples Bank 0.68% Reduce -17.6% 936 $699K
Quarry Hill Advisors, LLC 0.27% No change 936 $699K
Meadowbrook Wealth Management, LLC 0.76% No change 937 $699K
Vista Finance, LLC 0.39% Add +70.6% 935 $699K
Bay Capital Advisors, LLC 0.37% No change 935 $698K
BG Investment Services, LLC 0.50% Reduce -10.1% 934 $698K
Integrated Investment Consultants, LLC 0.14% Reduce -10.2% 934 $698K
FC Advisory LLC 0.18% Add +0.2% 932 $696K
Compass Financial Group, Inc. 0.29% Reduce -4.4% 930 $694K
Fulcrum Capital LLC 0.14% No change 930 $694K
WestHill Financial Advisors, Inc. 0.12% Add +20.0% 929 $694K
Gentry Private Wealth, LLC 0.36% Add +60.7% 929 $694K
Unified Investment Management 0.65% No change 929 $694K
Tilia Fiduciary Partners, Inc. 0.33% Add +1.2% 929 $693K
Everest Financial Group LLC 0.09% Reduce -1.2% 928 $693K
Fortitude Financial, LLC 0.62% Reduce -99.2% 927 $692K
Ade, LLC 0.29% No change 926 $692K
Blue Sky Capital Consultants Group, Inc. 0.29% Reduce -25.0% 923 $689K
William B. Walkup & Associates, Inc. 0.33% Add +229.6% 923 $689K
Cauble & Harre Wealth Management, Inc. 0.55% No change 920 $689K
CBIZ Investment Advisory Services, LLC 0.03% No change 1,056 $687K
Picton Mahoney Asset Management 0.01% Reduce -17.9% 920 $687K
B.O.S.S. Retirement Advisors, LLC 0.19% Reduce -15.8% 920 $687K
Hiley Hunt Wealth Management 0.27% Reduce -5.6% 917 $685K
Anson Capital, Inc. 0.45% Add +0.2% 917 $685K
WESPAC Advisors SoCal, LLC 0.12% Reduce -0.2% 916 $684K
Navigate Wealth Management, LLC 0.42% No change 918 $682K
Turn8 Private Wealth Inc. 0.45% Reduce -45.3% 913 $682K
Valley Forge Investment Consultants Inc. Adv 0.18% Add +0.1% 913 $682K
Donalies Financial Planning, LLC 0.50% No change 912 $681K
Ruggaard & Associates LLC 0.24% No change 912 $681K
LPWM LLC 0.15% Add +0.2% 912 $681K
America First Investment Advisors, LLC 0.13% Reduce -4.6% 908 $678K
Thrive Capital Management, LLC 0.13% No change 907 $678K
Daytona Street Capital LLC 0.49% No change 897 $677K
McGlone Suttner Wealth Management, Inc. 0.08% Add +0.9% 906 $676K
InvesTrust 0.26% Reduce -0.6% 904 $675K
Delta Accumulation, LLC 1.89% New 902 $674K
AIMZ Investment Advisors, LLC 0.19% No change 901 $673K
Castellan Group 0.07% Reduce -75.0% 900 $672K
Hoge Financial Services, LLC 0.32% Reduce -1.0% 899 $671K
Boston Standard Wealth Management, LLC 0.10% Add +8.6% 898 $670K
RPG Investment Advisory, LLC 0.07% Reduce -0.2% 897 $670K
Aster Capital Management (DIFC) Ltd 0.14% New 893 $667K
WealthPLAN Partners, LLC 0.13% Add +0.3% 890 $665K
TRB Wealth Management, LLC 0.09% Reduce -23.1% 888 $663K
Colton Groome Financial Advisors, LLC 0.16% Add +102.7% 888 $663K
Advocate Group LLC 0.10% Reduce -4.2% 885 $661K
Matisse Capital 0.26% Reduce -0.1% 882 $658K
Marietta Investment Partners LLC 0.11% Add +0.7% 881 $658K
Atlantic Family Wealth, LLC 0.42% Reduce -0.3% 880 $658K
DeLarme Wealth Management, Inc. 0.38% No change 880 $657K
Intentional Wealth Strategies, LLC 0.61% No change 878 $656K
Choice Wealth Advisors LLC 0.23% Add +0.2% 877 $655K
Genesis Private Wealth, LLC 0.18% New 877 $655K
Ballast Financial Advisors LLC 0.59% Add +12.9% 876 $654K
KDK Private Wealth Management, LLC 0.54% No change 874 $653K
Clear Retirement Advice LLC 0.45% No change 874 $653K
Cox Capital Mgt LLC 0.36% Reduce -6.6% 873 $652K
Roxbury Financial LLC 0.51% Add +0.2% 872 $651K
Petredis Investment Advisors LLC 0.04% No change 870 $650K
Vision Capital Management, Inc. 0.07% No change 869 $649K
Yukon Wealth Management, Inc. 0.19% Add +57.9% 867 $648K
Smith Shellnut Wilson LLC 0.24% Reduce -20.6% 867 $647K
Aerodigm Wealth, LLC 0.22% No change 864 $645K
Strategic Investment Solutions, Inc. 0.15% Reduce -2.7% 862 $644K
Emory University 0.40% Add +3.6% 861 $643K
Finley Financial, LLC 0.26% No change 861 $643K
Northeast Planning Associates, Inc. / NH / 0.48% Reduce -8.7% 859 $641K
Sanchez Gaunt Capital Management, LLC 0.36% No change 859 $641K
Maryland Capital Advisors Inc. 0.21% — 859 $641K
Snider Financial Group 0.16% Add +0.1% 859 $641K
WealthCare Investment Partners, LLC 0.16% Add +1.5% 858 $641K
Legacy Solutions, LLC 0.52% No change 856 $639K
Orrstown Financial Services Inc. 0.09% No change 855 $638K
Fishman Jay A Ltd. 0.05% No change 855 $638K
Family Legacy Financial Solutions, LLC 0.39% Reduce -19.8% 855 $638K
Beck Capital Management, LLC 0.12% Reduce -8.2% 852 $636K
Advocacy Wealth Management, LLC 0.02% Reduce -0.1% 852 $636K
Rahlfs Capital, LLC 0.47% No change 850 $635K
Grant Private Wealth Management Inc 0.27% Reduce -0.9% 850 $635K
Arjuna Capital 0.14% No change 847 $633K
Jupiter Topco LLC 0.00% — 845 $631K
Eastover Investment Advisors LLC 0.25% No change 845 $631K
WJ Wealth Management, LLC 0.25% Reduce -0.7% 843 $629K
Premier Path Wealth Partners, LLC 0.07% Reduce -6.7% 842 $629K
Barton Investment Management 0.08% No change 839 $627K
Farnam Financial LLC 0.46% No change 839 $627K
Beacon Investment Advisors LLC 0.20% No change 838 $626K
Aviso Wealth Management 0.21% Add +1.7% 838 $626K
Instrumental Wealth, LLC 0.32% Add +4.9% 835 $624K
Lauer Wealth, LLC 0.42% Reduce -5.7% 828 $623K
SLT Holdings LLC 0.40% Reduce -2.5% 833 $622K
Creative Capital Management Investments LLC 0.14% Reduce -0.5% 833 $622K
Parkshore Wealth Management, Inc. 0.18% Add +0.2% 833 $622K
City Center Advisors, LLC 0.50% Reduce -0.9% 832 $621K
Villere St Denis J & Co. LLC 0.08% Reduce -3.5% 830 $620K
Ames National Corp. 0.34% No change 828 $618K
Boyd Wealth Management, LLC 0.23% No change 828 $618K
Flaharty Asset Management, LLC 0.88% Reduce -79.2% 827 $616K
Valtrion Capital Management, LLC 0.46% New 824 $615K
Torque Asset Management LLC 0.25% No change 824 $615K
KWB Wealth 0.05% Add +54.6% 824 $615K
Quest 10 Wealth Builders, Inc. 0.48% No change 822 $614K
MWA Asset Management 0.28% Reduce -15.4% 822 $614K
Colonial River Investments, LLC 0.17% Add +0.5% 822 $614K
Worth Asset Management, LLC 0.20% No change 820 $613K
Kelly Financial Group LLC 0.14% Add +1.9% 819 $612K
Strategic Financial Partners, Ltd. 0.23% Add +33.9% 818 $611K
Hamilton Capital Partners, LLC 0.18% Reduce -90.1% 818 $611K
Solutions 4 Wealth, Ltd 0.79% Reduce -28.0% 817 $610K
Ascentis Wealth Management, LLC 0.10% Reduce -22.3% 814 $609K
FWG Investments, LLC. 0.32% Reduce -0.6% 814 $608K
Ares Financial Consulting, LLC 0.44% Add +153.3% 813 $607K
Straight Path Wealth Management 0.14% Add +0.1% 813 $607K
Atlas Wealth Partners, LLC 0.66% Reduce -27.5% 813 $607K
CJM Wealth Advisers, Ltd. 0.16% Reduce -7.6% 813 $607K
Hudson Oak Wealth Advisory LLC 0.47% No change 812 $606K
Rose Capital Advisors LLC 0.32% — 810 $605K
GDS Wealth Management 0.03% Add +130.6% 542 $604K
Broadway Wealth Solutions, Inc. 0.28% Add +0.3% 808 $603K
Lakeshore Financial Planning, Inc. 0.19% Add +19.9% 807 $603K
SMH Capital Advisors Inc. 2.36% Reduce -1.7% 806 $602K
Mowery & Schoenfeld Wealth Management, LLC 0.82% No change 805 $601K
Beverly Hills Private Wealth, LLC 0.12% Add +1.4% 803 $600K
Adell Harriman & Carpenter Inc. 0.03% Reduce -15.7% 803 $600K
Hunter Associates Investment Management LLC 0.07% Add +56.6% 802 $599K
New Capital Management LP 0.14% No change 802 $599K
Stone Loft Wealth Management LLC 0.34% No change 793 $599K
Investment Counsel Co. of Nevada 1.12% Add +107.5% 801 $598K
Symmetry Peak Management LLC 13.07% New 800 $597K
Sassicaia Capital Advisers LLC 0.26% No change 800 $597K
Asset Planning Services Inc. /La/ 0.25% No change 799 $597K
Legacy Advisory Services, LLC 0.42% Add +18.8% 798 $596K
McNamara Financial Services, Inc. 0.10% Add +0.1% 798 $596K
Advus Financial Partners, LLC 0.13% Add +32.9% 795 $593K
Harbor Advisory Corp. 0.16% No change 794 $593K
Bluestem Financial Advisors, LLC 0.21% Reduce -26.3% 791 $591K
Spurstone Advisory Services, LLC 8.07% Add +34.0% 792 $591K
Alessandra Capital Management, LLC 0.42% Reduce -4.7% 789 $589K
Finward Bancorp 0.45% Reduce -0.9% 788 $588K
LifeGoal Investments, LLC 0.27% Add +3.8% 788 $588K
Boulder Wealth Advisors, LLC 0.21% No change 787 $588K
Parkway Wealth Management Group, LLC 0.07% No change 787 $587K
American Investment Services, Inc. 0.12% Reduce -4.6% 785 $586K
Up Strategic Wealth Investment Advisors LLC 0.35% Reduce -8.1% 761 $586K
Western Pacific Wealth Management, LP 0.53% No change 783 $585K
Lantern Wealth Advisors, LLC 0.27% Reduce -10.7% 698 $584K
Stonekeep Investments, LLC 0.34% Reduce -0.1% 782 $584K
Crew Capital Management, Ltd 0.32% No change 782 $584K
HC Advisors, LLC 0.35% Reduce -12.9% 780 $583K
Darwin Wealth Management, LLC 0.16% Reduce -1.8% 778 $581K
Ipsen Advisor Group LLC 0.37% Reduce -1.6% 776 $579K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.45% No change 775 $579K
PCM Encore, LLC 0.10% Reduce -9.5% 775 $579K
Planned Solutions, Inc. 0.17% No change 774 $578K
Mountain Capital Investment Advisors Inc. 0.08% Add +6.5% 774 $578K
Detalus Advisors, LLC 0.11% Add +6.0% 774 $578K
Integrity Investment Advisors, LLC 0.25% Reduce -2.4% 772 $576K
Sachem Hill LLC 0.10% No change 771 $576K
Vannoy Advisory Group, Inc. 0.33% No change 771 $576K
ARK & TLK Investments, LLC 0.14% No change 771 $576K
Legacy Bridge, LLC 0.18% Add +6.3% 770 $575K
Opus Capital Group, LLC 0.06% Reduce -16.8% 769 $575K
WESPAC Advisors, LLC 0.28% Reduce -31.6% 767 $573K
Congress Park Capital LLC 0.15% Reduce -30.7% 767 $572K
Mittelman Wealth Management 0.38% Add +13.3% 764 $571K
Fortitude Family Office, LLC 0.11% Add +0.1% 765 $571K
Altrius Capital Management Inc 0.11% Reduce -18.0% 762 $569K
Marble Harbor Investment Counsel, LLC 0.06% No change 758 $566K
Farrow Financial, Inc. 0.30% Reduce -4.5% 756 $565K
Directional Asset Management 0.54% Reduce -8.8% 755 $564K
Legacy Wealth Managment, LLC 0.23% Add +46.0% 755 $564K
Total Wealth Planning & Management, Inc. 0.41% Add +6.2% 754 $563K
North Forty Two & Co. 0.48% Reduce -1.2% 753 $562K
First National Advisers, LLC 0.08% No change 753 $562K
Elite Financial, Inc. 0.23% No change 751 $562K
Gradient Capital Advisors, LLC 0.13% Reduce -8.1% 752 $562K
Gibraltar Capital Management, Inc. 0.09% Add +107.2% 752 $561K
Teamwork Financial Advisors, LLC 0.05% Add +12.8% 751 $561K
RMR Capital Management, LLC 0.39% Reduce -12.7% 751 $561K
Atwater Malick LLC 0.12% No change 751 $561K
Mill Capital Management, LLC 0.04% No change 751 $561K
StoneCrest Wealth Management, Inc. 0.18% Reduce -8.1% 750 $560K
SFE Investment Counsel 0.08% No change 750 $560K
Inspire Advisors, LLC 0.04% Add +11.6% 748 $559K
Premier Financial Group 0.11% No change 746 $557K
Dynamic Financial Group 0.42% Add +0.1% 745 $556K
PSI Advisors, LLC 0.13% Add +33.3% 744 $556K
Brown Financial Advisory 0.23% Reduce -2.8% 744 $555K
Torren Management, LLC 0.28% Reduce -11.7% 744 $555K
Kingsman Wealth Management, Inc. 0.26% Reduce -0.8% 742 $554K
WPG Advisers, LLC 0.33% Add +18.6% 741 $553K
Kondo Wealth Advisors, Inc. 0.18% No change 737 $550K
Altiora Financial Group, LLC 0.09% Reduce -26.0% 737 $550K
Tenon Financial LLC 0.18% Add +41.3% 736 $549K
Centennial Advisors, LLC 0.65% Reduce -26.9% 735 $549K
Post Resch Tallon Group Inc. 0.38% Add +49.2% 734 $548K
Uncommon Cents Investing LLC 0.12% Add +102.8% 732 $547K
Jim Saulnier & Associates, LLC 0.22% Add +17.1% 731 $546K
Asempa Wealth Advisors 0.42% No change 730 $545K
MN Wealth Advisors, LLC 0.23% Add +0.3% 728 $544K
Monetary Solutions, Ltd 0.47% No change 728 $544K
Dagco, Inc. 0.10% Add +12.4% 727 $543K
Regimen Wealth, LLC 0.15% Add +0.3% 727 $543K
Promethium Advisors,llc 0.26% New 722 $540K
Southland Equity Partners LLC 0.09% Add +0.1% 723 $540K
Vance Wealth, LLC 0.12% Reduce -1.9% 721 $540K
David Kennon Inc 0.18% No change 722 $539K
Norris Perne & French LLP 0.02% Add +14.1% 722 $539K
Parker Financial LLC 0.20% No change 721 $538K
Timonier Family Office, LTD. 0.15% — 717 $537K
HWG Holdings LP 0.12% Reduce -0.4% 718 $536K
Montgomery Investment Management Inc. 0.16% No change 716 $535K
Cooper Capital Advisors LLC 0.23% Reduce -0.7% 712 $532K
FLC Capital Advisors 0.09% Reduce -30.7% 711 $531K
Proactive Wealth Strategies LLC 0.09% Add +2.6% 709 $530K
Citrine Capital LLC 0.20% Reduce -5.3% 709 $529K
Hoffman, Alan N Investment Management 0.31% Reduce -0.7% 707 $528K
Eagle Harbor Asset Management Inc. 0.41% Add +0.1% 707 $528K
Oak Asset Management, LLC 0.17% No change 705 $526K
Rockport Wealth LLC 0.09% Reduce -51.6% 702 $524K
Anchor Capital Advisors LLC 0.01% Add +4.3% 701 $524K
Stage Harbor Financial, LLC 0.30% Reduce -3.0% 699 $522K
Triton Financial Group Inc 0.30% Reduce -51.2% 698 $521K
Base Wealth Management LLC 0.24% Reduce -5.2% 696 $520K
Coquina Private Wealth LLC 0.35% No change 696 $520K
5T Wealth, LLC 0.19% No change 695 $519K
Lester Murray Antman dba SimplyRich 0.12% No change 694 $518K
Great Point Wealth Advisors, LLC 0.08% Add +1.5% 694 $518K
Carnegie Lake Advisors LLC 0.19% Add +0.3% 693 $517K
Cary Street Partners Investment Advisory LLC 0.10% Reduce -5.0% 689 $515K
Brio Consultants, LLC 0.06% Add +21.5% 689 $515K
Crescent Sterling, Ltd. 0.46% Add +22.4% 689 $515K
Integris Wealth Management, LLC 0.10% Add +4.4% 689 $515K
Mission Hills Financial Advisory, LLC 0.23% Reduce -34.0% 688 $514K
Pflug Koory, LLC 0.20% Add +0.1% 687 $513K
Guardian Capital, LLC 0.42% Reduce -13.9% 686 $512K
Fiscal Wisdom Wealth Management, LLC 0.43% Add +38.9% 686 $512K
McNaughton Wealth Management, LLC 0.18% Reduce -1.3% 686 $512K
Moller Wealth Partners 0.09% No change 686 $512K
Todd Asset Management LLC 0.01% Reduce -2.1% 685 $512K
Clearwave Capital, LLC 0.28% Add +0.1% 684 $511K
Councilor Wealth, LLC 0.21% No change 683 $510K
Access Financial Services, Inc. 0.17% Reduce -3.0% 682 $509K
Signature Resources Capital Management, LLC 0.20% Add +58.6% 682 $509K
Gill Capital Partners, LLC 0.13% Reduce -4.2% 682 $509K
Heffernan Advisory, Inc. 0.42% New 680 $508K
Mayfair Advisory Group, LLC 0.15% Reduce -1.3% 687 $508K
Glass Jacobson Investment Advisors llc 0.16% Add +2.4% 678 $506K
Benedict Financial Advisors Inc. 0.10% Add +0.3% 678 $506K
Vestor Capital, LLC 0.03% Add +140.8% 5,594 $506K
CLG LLC 0.11% Reduce -2.0% 676 $505K
Meadow Creek Wealth Advisors LLC 0.31% Add +0.1% 675 $504K
Topel & Distasi Wealth Management, LLC 0.24% No change 675 $504K
Uniting Wealth Partners, LLC 0.10% Reduce -6.3% 673 $504K
Miller Wealth Advisors, LLC 0.21% No change 674 $503K
Elevated Financial Group LLC 0.14% Reduce -34.8% 673 $503K
Centennial Wealth Advisory LLC 0.11% Add +2.1% 672 $502K
Balanced Rock Investment Advisors LLC 0.31% Reduce -0.7% 671 $501K
Synergy Investment Management, LLC 0.12% Reduce -3.5% 671 $501K
Forum Private Client Group LLC 0.15% Add +5.5% 669 $500K
Fairfield, Bush & Co. 0.25% Add +3.9% 668 $499K
TPG Financial Advisors, LLC 0.15% Reduce -9.1% 668 $499K
Eaton-Cambridge Inc. 0.14% No change 668 $499K
Alexander Labrunerie & Co., Inc. 0.18% Add +31.0% 668 $499K
Anderson Financial Strategies, LLC 0.26% New 648 $498K
AG Asset Advisory, LLC 0.40% Reduce -5.4% 666 $497K
Covington Investment Advisors Inc. 0.06% Reduce -17.4% 666 $497K
Advisory Resource Group 0.07% Add +44.6% 665 $497K
John W. Brooker & Co., CPAs 0.60% No change 664 $496K
Littlejohn Financial Services, Inc. 0.36% No change 663 $495K
Gimbal Financial 0.31% — 662 $494K
Cornerstone Enterprises, LLC 0.22% No change 660 $493K
Gallagher Capital Advisors, LLC 0.28% Add +0.5% 658 $491K
Kensington Investment Counsel, LLC 0.21% Reduce -43.6% 657 $490K
Northwest Wealth Management, LLC 0.06% Reduce -1.5% 656 $490K
Palatine Hill Wealth Management, LLC 0.39% Add +47.0% 654 $488K
49 Wealth Management, LLC 0.09% Reduce -63.2% 653 $487K
Alongside, LLC 0.09% — 653 $487K
Balanced Wealth Group LLC 0.15% Add +0.3% 648 $484K
Graham Capital Wealth Management, LLC 0.37% Add +1.7% 647 $483K
Cardinal Capital Management 0.06% Add +18.4% 645 $483K
Capital Squared Financial LLC 0.32% Add +1.9% 647 $483K
Salvus Wealth Management, LLC 0.27% Reduce -10.9% 647 $483K
Bulwark Capital Corp 0.27% Reduce -17.3% 646 $483K
Troutman Wealth Management, LLC 0.37% Add +0.3% 646 $482K
Templeton & Phillips Capital Management, LLC 0.35% No change 645 $482K
Eliot Finkel Investment Counsel, LLC 0.23% No change 645 $482K
Davidson Capital Management Inc. 0.08% No change 645 $482K
Robinswood Financial LLC 0.14% Add +2.9% 644 $482K
Ballew Advisors, Inc 0.25% No change 646 $481K
CCM Investment Advisers LLC 0.04% Reduce -4.7% 644 $481K
Pacifica Partners Inc. 0.14% No change 645 $480K
PFW Advisors LLC 0.14% Reduce -16.8% 643 $480K
Alexander Randolph Advisory, Inc. 0.40% Reduce -47.7% 643 $480K
Gilbert Capital Group, Inc. 0.34% Add +9.5% 643 $480K
Scissortail Wealth Management, LLC 0.09% No change 643 $480K
Partners Wealth Management, LLC 0.47% Reduce -0.5% 642 $479K
Merrithew & Thorsten Inc 0.41% Add +0.3% 642 $479K
Ni Acquisitions Company, LLC 0.20% — 19,221 $478K
Redmond Asset Management, LLC 0.12% No change 637 $476K
Nomura Asset Management Co. Ltd. 0.00% No change 637 $476K
NovaPoint Capital, LLC 0.10% New 636 $475K
SevenBridge Financial Group, LLC 0.07% Reduce -2.2% 613 $474K
Old Port Advisors 0.09% Reduce -5.9% 634 $474K
Augustine Asset Management Inc. 0.10% Reduce -10.6% 634 $473K
Southern Capital Advisors, LLC 0.20% Add +25.9% 632 $472K
New England Professional Planning Group Inc. 0.18% No change 631 $471K
Herold Advisors, Inc. 0.09% No change 629 $471K
CYBER HORNET ETFs LLC 0.27% Add +7775.0% 630 $470K
Cadent Capital Advisors, LLC 0.10% Reduce -9.0% 627 $469K
Planning Directions Inc. 0.22% Add +0.2% 627 $468K
Meridian Wealth Partners, LLC 0.06% No change 626 $468K
O'Brien Greene & Co. Inc 0.13% Reduce -1.3% 626 $468K
Legacy PCG, LLC 2.32% Add +4.5% 605 $468K
RPg Family Wealth Advisory, LLC 0.08% Reduce -30.2% 625 $467K
Elgethun Capital Management 0.07% Reduce -13.8% 624 $466K
Vigil Wealth Management, LLC 0.33% No change 624 $466K
Terra Nova Asset Management LLC 0.28% Reduce -33.7% 623 $465K
Baugh & Associates, LLC 0.21% Reduce -12.6% 623 $465K
Capital Advisor Network LLC 0.58% Reduce -2.2% 622 $464K
A4 Wealth Advisors LLC 0.31% New 619 $462K
Dudley Capital Management, LLC 0.19% No change 618 $461K
Strategent Financial, LLC 0.27% No change 617 $461K
Daner Wealth Management, LLC 0.25% No change 592 $461K
Sherrill & Hutchins Financial Advisory, Inc 0.22% New 617 $461K
Spectrum Planning & Advisory Services Inc. 0.21% Add +16.5% 615 $460K
Rinkey Investments 0.11% Add +0.8% 610 $456K
Blackston Financial Advisory Group, LLC 0.26% Add +54.3% 608 $454K
St. Clair Advisors, LLC 0.12% No change 607 $453K
Cascade Investment Advisors, Inc. 0.25% No change 606 $453K
BlueStem Wealth Partners, LLC 0.04% Add +1.0% 605 $452K
Crane Advisory, LLC 0.06% No change 600 $450K
Weybosset Research & Management LLC 0.12% No change 603 $450K
Emerald Investment Advisers, LLC 0.03% Reduce -78.5% 602 $450K
Strengthening Families & Communities, LLC 0.10% Add +1.2% 602 $450K
Commons Capital, LLC 0.31% Reduce -8.7% 602 $449K
Certior Financial Group, LLC 0.25% Add +0.2% 601 $449K
Aberdeen Wealth Management LLC 0.22% Reduce -53.9% 600 $448K
Shepherd Kaplan Krochuk, LLC 0.36% Add +0.3% 599 $447K
Walled Lake Planning & Wealth Management, LLC 0.11% Add +0.2% 599 $447K
Fairway Wealth LLC 0.10% Add +7.5% 598 $447K
Boomfish Wealth Group, LLC 0.20% Add +1.5% 597 $446K
Woodley Farra Manion Portfolio Management Inc. 0.02% Add +32.5% 595 $446K
Resolute Wealth Advisor, Inc. 0.25% No change 683 $444K
KERR FINANCIAL PLANNING Corp 0.50% Reduce -0.8% 595 $444K
Pine Harbor Wealth Management, LLC 0.12% Reduce -2.5% 593 $443K
Acute Investment Advisory, LLC 4.68% Reduce -4.3% 593 $443K
Schiavi & Co LLC 0.12% No change 593 $443K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -22.8% 592 $442K
Sweeney & Michel, LLC 0.12% Reduce -0.7% 572 $442K
Advisory Research Inc. 0.04% Reduce -2.5% 591 $441K
Newport Capital Group, LLC 0.25% Add +18.5% 589 $441K
JBR Co Financial Management Inc 0.16% Reduce -30.5% 590 $441K
Vectors Research Management, LLC 0.11% No change 588 $439K
Centrica Wealth Management, LLC 0.33% — 605 $439K
Leo H. Evart, Inc. 0.35% Add +0.2% 588 $439K
ShankerValleau Wealth Advisors, Inc. 0.12% No change 587 $438K
Prentice Wealth Management LLC 0.09% New 586 $438K
Thayer Partners, LLC / MA 0.18% Reduce -10.2% 584 $436K
Interactive Financial Advisors, Inc. 0.27% Add +4.3% 610 $435K
Cassady Wealth & Retirement Planning, LLC 0.20% Add +14.8% 583 $435K
Dash Acquisitions Inc. 0.09% Add +1.4% 562 $434K
Rather & Kittrell, Inc. 0.06% Reduce -12.2% 581 $434K
Presidio Capital Management, LLC 0.11% Add +0.7% 581 $434K
Lineweaver Wealth Advisors, LLC 0.05% No change 580 $433K
Clarity Retirement & Wealth, LLC 0.30% Add +6.6% 580 $433K
Harfst & Associates, Inc. 0.07% No change 578 $432K
Astoria Strategic Wealth, Inc. 0.10% No change 578 $432K
Vantage Point Financial LLC 0.13% Reduce -31.9% 578 $431K
Arcadia Wealth Management, LLC 0.14% Reduce -30.3% 577 $431K
RK Capital Management, LLC 0.02% Reduce -94.4% 577 $431K
WealthCare Asset Management, LLC 0.18% Add +7.1% 576 $430K
Kilter Group LLC 0.16% No change 576 $430K
First Financial Corp. 0.15% No change 575 $429K
GLOBALT Investments LLC / GA 0.01% No change 575 $429K
Boston Common Asset Management, LLC 0.03% No change 572 $427K
Blume Capital Management, Inc. 0.06% No change 572 $427K
Morey & Quinn Wealth Partners, LLC 0.27% Add +12.8% 572 $427K
First Citizens Financial Corp 0.18% No change 572 $427K
Somerville Kurt F 0.10% No change 572 $427K
Oakmont Advisory Group, LLC 0.36% No change 572 $427K
CWC Advisors, LLC. 0.19% Add +2.1% 571 $426K
Diligent Investors, LLC 0.09% Add +4.0% 570 $426K
IAG Wealth Partners, LLC 0.04% Add +2.9% 570 $425K
Pachira Investments Inc. 0.16% Add +11.8% 569 $425K
Knightsbridge Asset Management, LLC 0.06% Reduce -15.7% 569 $425K
Benson Investment Management Company, Inc. 2.43% No change 569 $425K
Wealth Management Strategies, Inc. 0.17% Add +0.3% 569 $425K
Sara-Bay Financial 0.11% Reduce -4.8% 569 $425K
Brick & Kyle, Associates 0.14% No change 653 $425K
Rf&l Wealth Management, LLC 0.29% Reduce -6.6% 567 $423K
Downshift Financial, LLC 0.19% No change 566 $422K
Platt Wealth Management LLC 0.34% Add +10.8% 566 $422K
Aquire Wealth Advisors, LLC 0.10% Add +1.3% 563 $421K
Gaddis Premier Wealth Advisors LLC 0.26% Add +21.9% 562 $420K
Dock Street Asset Management Inc. 0.04% Reduce -31.8% 562 $420K
Walker Financial Services, Inc. 0.13% Reduce -2.4% 561 $419K
RBA Wealth Management, LLC 0.15% Reduce -1.8% 561 $419K
One Wealth Advisors, LLC 0.05% Add +39.2% 561 $419K
Redstone Wealth Management, LLC 0.27% Reduce -7.5% 554 $414K
Field & Main Bank 0.09% Reduce -4.0% 554 $414K
Conrad Siegel Investment Advisors, Inc. 0.07% Add +1.6% 554 $413K
Mustard Seed Financial, LLC 0.21% No change 553 $413K
Lynch & Associates 0.07% No change 553 $413K
Bank of Stockton 0.12% No change 552 $412K
Viawealth, LLC 0.21% No change 550 $411K
WealthTrust Asset Management, LLC 0.22% Add +41.8% 550 $411K
AF Advisors, Inc. 0.20% No change 550 $411K
Paul R. Ried Financial Group, LLC 0.18% Reduce -24.4% 547 $408K
Left Brain Wealth Management, LLC 0.12% Reduce -49.9% 546 $408K
KOM Wealth Management Group, LLC 0.25% No change 545 $407K
Seascape Capital Management 0.10% Add +0.4% 545 $407K
Frankly Finances, LLC 0.32% No change 545 $407K
Plus Group Wealth Advisors LLC 0.38% No change 544 $406K
Fulcrum Wealth Advisors, LLC 0.31% Reduce -0.4% 544 $406K
Hilltop Wealth Advisors, LLC 0.20% Add +0.6% 543 $405K
Westchester Capital Management, Inc. 0.07% New 543 $405K
GFG Capital, LLC 0.11% Reduce -78.8% 542 $404K
Mainstay Capital Management LLC 0.03% Add +12.9% 541 $404K
Stillwater Capital Advisors, LLC 0.04% Add +0.2% 541 $404K
Tarbox Family Office, Inc. 0.06% No change 539 $403K
Argent Advisors, Inc. 0.10% Reduce -21.6% 533 $398K
Whitener Capital Management, Inc. 0.08% Add +30.6% 533 $398K
Vickerman Investment Advisors, Inc. 0.08% Reduce -0.2% 532 $397K
Kimelman & Baird, LLC 0.03% No change 532 $397K
Denver PWM, LLC 0.13% Reduce -1.5% 512 $397K
Decision Investments, Inc. 0.36% No change 531 $397K
Forefront Wealth Partners, LLC 0.12% New 530 $396K
Security National Bank of Sioux City Iowa 0.16% No change 530 $396K
Hager Investment Management Services, LLC 0.18% No change 528 $394K
Henderson Brothers Financial Partners, LLC 0.19% Reduce -40.3% 528 $394K
Longview Financial Advisors LLC 0.19% No change 527 $394K
Liberty Atlantic Advisors LLC 0.28% No change 525 $393K
Morton Community Bank 0.08% Reduce -12.5% 525 $392K
Wealth Advisors Northwest LLC 0.13% New 524 $391K
Strong Tower Advisory Services 0.07% Add +23.9% 523 $391K
Hill Island Financial LLC 0.08% Reduce -3.3% 523 $390K
BAM Wealth Management, LLC 0.24% Add +41.2% 521 $389K
Spectrum Investment Advisors, Inc. 0.16% Reduce -35.6% 520 $388K
Rakuten Securities, Inc. 0.09% Reduce -20.1% 520 $388K
Vertrix Wealth Management, LLC 0.13% Reduce -6.0% 519 $387K
ODonnell Financial Services, LLC 0.11% No change 517 $386K
Cornerstone Management, Inc. 0.06% Add +13.2% 516 $385K
Veridan Wealth LLC 0.13% New 515 $385K
Community Bank of Raymore 0.23% No change 515 $385K
RCS Financial Planning, LLC 0.18% Add +59.1% 514 $384K
IFS Group,LLC 0.53% Add +41.1% 515 $384K
Wisconsin Wealth Advisors, LLC 0.33% No change 515 $384K
Cathy Pareto & Associates, Inc. 0.23% Add +0.4% 514 $384K
Financial Strategies Group, Inc. 0.06% No change 513 $384K
Future Financial Wealth Managment LLC 0.24% No change 520 $384K
Petix & Botte Co 0.08% Add +100.0% 514 $384K
Precision Wealth Strategies, LLC 0.12% New 512 $382K
Tamar Securities, LLC 0.04% Reduce -0.4% 510 $381K
FLP Wealth Management, LLC 0.67% Add +28.9% 508 $379K
JHP Wealth Management, LLC 0.31% Add +0.2% 506 $378K
Elevated Capital Advisors, LLC 0.10% Reduce -0.4% 504 $376K
Elm3 Financial Group, LLC 0.26% Reduce -3.6% 504 $376K
4WEALTH Advisors, Inc. 0.29% Reduce -10.7% 508 $376K
Edgemoor Investment Advisors, Inc. 0.03% No change 503 $376K
Koa Wealth Management, LLC 0.25% Reduce -1.0% 500 $373K
Skaana Management L.P. 3.54% New 500 $373K
Lionhunter Capital Management, LLC 0.17% — 500 $373K
Ping Capital Management, Inc. 0.12% No change 500 $373K
Delaney Dennis R 0.12% No change 500 $373K
Sound Stewardship, LLC 0.15% Add +0.2% 500 $373K
Oak Barrel Wealth Advisory LLC 0.16% — 498 $372K
Bramshill Investments, LLC 0.03% No change 495 $370K
WMS Group LLC 0.48% Add +2.9% 494 $369K
Fiduciary Advisors, Inc. 0.25% Add +0.2% 493 $368K
Oakmont Investment Advisors, Inc. 0.26% Add +16.3% 493 $368K
Capstone Wealth Management Group, LLC 0.13% Reduce -1.8% 492 $367K
Eight 31 Financial, LLC 0.22% Reduce -26.5% 490 $366K
TradeWell Securities, LLC. 0.13% Add +2.9% 490 $366K
Richardson Capital Management LLC 0.16% Add +0.2% 490 $366K
Magnolia Wealth Management, LLC 0.19% No change 488 $364K
Higgins & Schmidt Wealth Strategies LLC 0.15% Add +3.0% 488 $364K
Carlson Financial, Inc. 0.18% Add +2.1% 484 $362K
Professional Financial Advisors, LLC 0.06% Add +4.3% 483 $361K
Gerald Baker Financial Group LLC 0.10% Add +0.2% 483 $361K
Stanich Group LLC 0.23% Reduce -62.9% 482 $360K
Wrenne Financial Planning LLC 0.12% No change 482 $360K
Rubicon Advisors, GP 0.26% Add +0.2% 482 $360K
Kenora Financial, LLC 0.11% Reduce -4.9% 482 $360K
Northwest Wealth Advisors, LLC 0.21% No change 481 $359K
Bayshore Asset Management, LLC 0.13% New 481 $359K
McRae Capital Management Inc. 0.07% No change 481 $359K
Andina Capital Management, LLC 0.59% No change 480 $358K
Dougherty & Associates, LLC 0.29% No change 480 $358K
LightSquare Wealth Management, LLC 0.25% Reduce -38.2% 480 $358K
ATX Financial Planning, LLC 0.24% No change 479 $358K
Blackhill Capital Inc. 0.01% No change 478 $357K
Summit Wealth Group, LLC 0.07% Add +26.5% 478 $357K
Gray Private Wealth, LLC 0.15% Reduce -0.2% 477 $356K
Sarver Vrooman Wealth Advisors 0.21% No change 474 $356K
Smith Partners Wealth Management, LLC 0.28% Reduce -19.3% 476 $355K
Reliant Investment Partners, LLC 0.24% No change 476 $355K
Continuum Wealth Advisors, LLC 0.12% Reduce -2.1% 476 $355K
Provident Co of the Employees of the Hebrew University LTD 0.27% No change 474 $355K
Hendershot Investments Inc. 0.05% Add +13.1% 475 $354K
Suncoast Equity Management 0.04% Reduce -87.1% 474 $354K
HFG Wealth Management, LLC 0.36% Reduce -58.9% 474 $354K
Cogent Private Wealth, Inc. 0.22% No change 473 $353K
Quantum Financial Planning Services, Inc. 0.11% Reduce -1.3% 472 $353K
Bucket List Wealth Management, LLC 0.17% No change 472 $352K
Joule Financial, LLC 0.10% Add +5.4% 470 $351K
Peloton Wealth Strategists 0.13% No change 470 $351K
Whitaker-Myers Wealth Managers, LTD. 0.06% No change 470 $351K
Drum Hill Capital, LLC 0.37% Add +40.4% 469 $350K
Thomasville National Bank 0.02% — 469 $350K
FIDELIS iM, LLC 0.12% Add +0.2% 468 $349K
Wilkins Miller Wealth Management, LLC 0.19% Add +41.0% 468 $349K
Riversedge Advisors, LLC 0.05% Reduce -8.1% 465 $347K
Clear Investment Research, LLC 0.54% No change 465 $347K
Probity Advisors, Inc. 0.05% Reduce -0.8% 464 $347K
J.E. Simmons & Co., P.C. 0.19% Reduce -1.7% 463 $346K
Portfolio Strategies, Inc. 0.03% Reduce -3.1% 463 $346K
Moulton Wealth Management, Inc. 0.23% Add +0.2% 462 $346K
Flywheel Private Wealth LLC 0.17% No change 457 $341K
KBC Group NV 0.00% Reduce -42.6% 456 $341K
Bond & Devick Financial Network, Inc. 0.08% No change 456 $341K
Jag Capital Management, LLC 0.03% Add +1.1% 456 $340K
Friedenthal Financial 0.16% No change 454 $339K
Winter & Associates, Inc. 0.25% No change 454 $339K
WMG Financial Advisors, LLC 0.13% Reduce -18.5% 450 $336K
Sunburst Financial Group, LLC 0.06% Reduce -1.1% 449 $336K
Belleair Asset Management, LLC 0.28% Add +0.5% 449 $335K
DORVAL Corp 0.10% Add +0.2% 449 $335K
Beckerman Institutional, LLC 0.16% No change 448 $335K
Global View Capital Management LLC 0.07% New 448 $335K
Tanglewood Wealth Management, Inc. 0.03% No change 448 $335K
Mendel Capital Management LLC 0.15% Add +0.2% 448 $334K
Cutler Capital Management, LLC 0.11% Reduce -6.9% 448 $334K
Fi3 FINANCIAL ADVISORS, LLC 0.08% Reduce -86.0% 3,643 $334K
Golden Bell Financial Planning LLC 0.25% Reduce -0.2% 447 $334K
Kaufman Rossin Wealth, LLC 0.16% Add +6.0% 444 $334K
Entelevest, LLC 0.29% Add +0.5% 447 $333K
Piedmont Capital Management, LLC 0.17% No change 446 $333K
Legacy Financial Independent Advisors LLC 0.16% Reduce -14.1% 445 $332K
tru Independence LLC 0.15% Reduce -7.1% 444 $332K
Langley Wealth Management, LLC 0.32% — 444 $332K
Investor's Fiduciary Advisor Network, LLC 0.11% Reduce -67.3% 442 $330K
CarsonAllaria Wealth Management, Ltd. 0.14% Add +0.9% 441 $330K
Jackson Thornton Wealth Management, LLC 0.03% No change 441 $329K
Adapt Wealth Advisors, LLC 0.11% Add +10.0% 440 $329K
Thompson Davis & Co., Inc. 0.20% No change 440 $329K
Petra Financial Advisors Inc. 0.15% No change 440 $329K
Notis-McConarty Edward 0.14% Add +4.8% 439 $328K
Whipplewood Advisors, LLC 0.22% Reduce -0.5% 437 $326K
Highland Financial Advisors, LLC 0.07% New 437 $326K
Cornerstone National Bank & Trust Co 0.11% Add +17.5% 437 $326K
Allied Private Wealth LLC 0.21% — 435 $325K
WHI TRUST Co LLC 0.21% No change 435 $325K
Lighthouse Financial LLC 0.17% No change 435 $325K
Mechanics Financial Corp 0.12% Reduce -6.7% 435 $325K
Schulhoff & Co. Inc. 0.13% Reduce -3.3% 435 $325K
Titan Wealth (CI) Ltd 0.12% No change 435 $325K
Client First Capital LLC 0.13% No change 435 $325K
Lederer & Associates Investment Counsel 0.21% No change 434 $324K
Phillips Wealth Planners LLC 0.24% Reduce -2.5% 433 $324K
Lauterbach Financial Advisors, LLC 0.14% Reduce -8.8% 433 $323K
M Wealth Management, LLC 0.25% Reduce -6.9% 432 $323K
Mullooly Asset Management, Inc. 0.10% Add +0.2% 432 $323K
ROSS\JOHNSON & Associates LLC 5.05% No change 432 $323K
Elk River Wealth Management LLC 0.05% Reduce -6.9% 430 $322K
Clay Northam Wealth Management, LLC 0.16% Add +1.9% 431 $322K
Premier Private Wealth Management LLC 0.28% New 429 $320K
William Allan Corp 0.16% Add +0.2% 428 $320K
Talisman Wealth Advisors LLC 0.24% No change 428 $319K
MTM Financial Group, LLC 0.14% No change 427 $319K
Brady Martz Wealth Solutions, LLC 0.05% Add +2.6% 427 $319K
OLIO Financial Planning 0.08% No change 426 $318K
Sterling Group Wealth Management, LLC 0.13% Add +6.3% 424 $317K
Garrett Wealth Advisory Group, LLC 0.05% No change 424 $317K
Arcataur Capital Management LLC 0.08% No change 423 $316K
Valued Retirements, Inc. 0.28% No change 423 $316K
Forteris Wealth Management Inc. 0.26% No change 423 $316K
Western Reserve Capital Management, LLC 0.23% No change 423 $316K
Biondo Investment Advisors, LLC 0.04% No change 423 $316K
Adaptive Financial Consulting, LLC 0.11% No change 421 $314K
Barnett & Company, Inc. 0.23% No change 420 $314K
PMG Wealth Management, Inc. 0.19% Add +16.0% 420 $314K
Three Seasons Wealth, LLC 0.03% No change 420 $314K
Trust Co of Kansas 0.16% No change 418 $312K
Coston, McIsaac & Partners 0.06% Add +15.1% 419 $312K
Harbour Investment Management LLC 0.16% No change 416 $312K
Richard Young Associates, Ltd. 0.21% New 417 $311K
Bellars Harris Wealth Management, LLC 0.06% — 417 $311K
Inman Jager Wealth Management, LLC 0.16% No change 414 $309K
Elevation Wealth Management LLC 0.23% Reduce -2.8% 413 $309K
Gleason Group, Inc. 0.03% Add +0.2% 414 $309K
Van Diest Capital, LLC 0.28% Reduce -7.6% 413 $309K
Northwest Financial Advisors 0.04% Add +0.2% 413 $309K
Mystic Asset Management, Inc. 0.07% No change 413 $308K
PFS Partners, LLC 0.12% No change 412 $308K
Skyline Advisors, Inc. 0.10% Reduce -7.4% 412 $308K
Blue Water Asset Management 0.10% Add +0.2% 411 $307K
6th Street Advisors, LLC 0.18% No change 410 $307K
Prodigy Asset Management LLC 0.09% No change 411 $307K
Godfrey Financial Associates, Inc. 0.23% No change 410 $306K
Pacific Point Advisors, LLC 0.14% Reduce -31.1% 409 $305K
Pacific Excel Wealth Advisors, Inc. 0.12% Reduce -43.9% 407 $304K
Heritage Family Offices, LLP 0.12% Reduce -4.0% 407 $304K
LFG Wealth Partners, LLC 0.14% New 406 $303K
Carroll Advisory Group, LLC 0.10% No change 406 $303K
Leelyn Smith, LLC 0.04% No change 406 $303K
DF Dent & Co. Inc. 0.01% No change 406 $303K
Durante & Waters, LLC 0.20% No change 405 $302K
Biltmore Wealth Management, LLC 0.09% Add +5.7% 405 $302K
Cedar Mountain Advisors, LLC 0.05% Add +99.0% 404 $302K
Wbi Investments, LLC 0.07% Add +5.2% 403 $301K
Avalon Advisory Group 0.11% No change 403 $301K
Everstar Asset Management, LLC 0.14% Add +6.1% 400 $299K
DMKC Advisory Services, LLC 0.06% Add +0.3% 399 $298K
Town Capital LLC 0.19% No change 398 $297K
Fulcrum Equity Management 0.24% New 398 $297K
DWR Wealth Management, LLC 0.22% Add +0.3% 400 $297K
TD Capital Management LLC 0.02% Reduce -64.3% 394 $294K
Murphy Pohlad Asset Management LLC 0.10% No change 392 $293K
Pecaut & Co. 0.09% Add +0.3% 390 $291K
Axos Invest Inc. 0.21% Reduce -9.3% 390 $291K
Thomas J. Herzfeld Advisors, Inc. 0.09% No change 390 $291K
Dravo Bay LLC 0.10% No change 389 $290K
Leading Edge Financial Planning LLC 0.05% Reduce -2.0% 389 $290K
Hilton Head Capital Partners, LLC 0.15% No change 388 $290K
Integrated Capital Management, LLC 0.10% Reduce -15.3% 388 $290K
Columbus Macro, LLC 0.03% Add +0.3% 387 $289K
River's Edge Wealth Management, LLC 0.25% Add +0.3% 383 $289K
DUTCH ASSET Corp 0.14% Add +0.3% 385 $288K
Red Mountain Financial, LLC 0.24% Reduce -14.8% 385 $287K
Stone House Investment Management, LLC 0.04% Reduce -0.3% 384 $287K
First Bank & Trust 0.04% No change 384 $287K
Walsh & Associates, LLC 0.23% No change 383 $286K
Disciplined Equity Management, Inc. 0.13% No change 382 $285K
Beck Bode, LLC 0.04% Reduce -1.6% 382 $285K
BetterWealth, LLC 0.05% No change 381 $285K
RiverTree Advisors, LLC 0.17% Reduce -1.0% 380 $284K
Fischer Financial Services, Inc. 0.07% New 380 $284K
Keystone Financial Services, LLC 0.17% Add +0.3% 378 $282K
Synergy Financial Group, LTD 0.20% No change 378 $282K
LongView Wealth Management 0.07% No change 377 $282K
Burns Matteson Capital Management, LLC 0.09% No change 376 $281K
Meadowbrook Advisors Group, LLC 0.15% Reduce -0.8% 376 $281K
Benchmark Investment Advisors LLC 0.12% Reduce -0.3% 376 $281K
Wealth Advisory Team LLC 0.23% — 375 $281K
Keener Financial Planning LLC 0.10% No change 374 $279K
Inlet Private Wealth, LLC 0.07% Reduce -1.1% 373 $279K
EnRich Financial Partners LLC 0.07% Reduce -15.2% 373 $279K
Greenwood Capital Associates LLC 0.03% Reduce -42.8% 373 $279K
Alpha Advisors, LLC 0.21% No change 372 $278K
Stonebridge Financial Group, LLC / MO 0.18% Reduce -0.3% 371 $277K
Penn Davis McFarland Inc. 0.02% Reduce -36.5% 370 $276K
Capstone Capital LLC 0.16% No change 370 $276K
Coerente Capital Management 0.05% Reduce -10.8% 370 $276K
Arvest Investments, Inc. 0.03% No change 370 $276K
Koesten, Hirschmann & Crabtree, INC. 0.11% Reduce -9.8% 368 $275K
Louisbourg Investments Inc. 0.05% Reduce -15.4% 368 $275K
SBI Okasan Asset Management Co.Ltd. 0.01% No change 370 $274K
Avion Wealth 0.05% Add +0.8% 367 $274K
Fusion Capital, LLC 0.06% Add +2.2% 367 $274K
Keyes, Stange & Wooten Wealth Management, LLC 0.11% No change 366 $273K
Davis-Rea LTD. 0.08% New 365 $273K
Peak Financial Management, Inc. 0.06% Reduce -4.5% 365 $273K
Encompass Wealth Advisors, LLC 0.08% Reduce -10.8% 365 $273K
Northstar Financial Companies, Inc. 0.18% Add +3.1% 365 $272K
ProCore Advisors, LLC 0.34% Add +2.8% 364 $272K
Schmidt P J Investment Management Inc. 0.04% Add +0.3% 364 $272K
Severin Investments, LLC 0.20% New 364 $272K
Madson Wealth Advisors Inc 0.18% Reduce -11.9% 362 $270K
Buska Wealth Management, LLC 0.10% Add +0.3% 362 $270K
Evergreen Wealth Partners LLC 0.16% Reduce -0.3% 360 $269K
January Capital Advisors LLC 0.22% No change 359 $269K
Firethorn Wealth Partners, LLC 0.09% New 358 $268K
Bay Harbor Wealth Management, LLC 0.06% No change 357 $267K
Corepath Wealth Partners LLC 0.17% Reduce -27.1% 358 $267K
Consultiva Wealth Management, Corp. 0.60% No change 355 $265K
Pring Turner Capital Group Inc. 0.15% Reduce -22.5% 344 $264K
TrustWell Financial Advisors, LLC 0.22% No change 354 $264K
Sound Financial Strategies Group, LLC 0.17% Reduce -5.3% 354 $264K
Jeter Robert S II 0.25% No change 350 $264K
Hyperion Capital Advisors LP 0.12% No change 352 $263K
Principia Wealth Advisory, LLC 0.13% No change 351 $262K
Seven Springs Wealth Group, LLC 0.06% No change 350 $261K
Boyer Financial Services, Inc. 0.22% No change 350 $261K
Davidson Investment Advisors 0.01% Reduce -21.0% 349 $261K
Park State Asset Management 0.25% No change 348 $260K
Northstar Asset Management Inc. 0.08% No change 347 $259K
DLK Investment Management, LLC 0.11% New 476 $259K
Scarborough Advisors, LLC 0.03% Add +15.9% 349 $259K
Transamerica Financial Advisors, LLC 0.02% Add +245.0% 345 $259K
Northern Lights Advisors, Inc. 0.14% New 345 $258K
MKD Wealth Coaches, LLC 0.22% New 345 $258K
Phocas Financial Corp. 0.04% No change 345 $258K
TFB Advisors LLC 0.11% Reduce -30.8% 344 $257K
Boyce & Associates Wealth Consulting, Inc. 0.18% Add +0.3% 344 $257K
OxenFree Capital LLC 0.12% Add +0.3% 344 $257K
Capital Square, LLC 0.11% No change 339 $257K
Sterling Wealth Management, Inc. 0.06% Add +6.5% 343 $256K
Wayfinding Financial, LLC 0.10% No change 341 $255K
Pandowealth. LLC 0.21% No change 341 $255K
Guilbault Capital LLC 0.26% No change 341 $255K
Tectonic Advisors LLC 0.01% Add +7.3% 340 $254K
Roberts Financial Services LLC 0.07% No change 340 $254K
HFG Advisors, Inc. 0.16% No change 340 $254K
U S Wealth Group, Llc. 0.15% Reduce -97.3% 340 $254K
Centerpoint Advisory Group 0.16% No change 339 $253K
Inlight Wealth Management, LLC 0.08% New 339 $253K
Satovsky Asset Management LLC 0.04% Reduce -5.6% 338 $253K
Flagstone Financial Management 0.06% No change 337 $252K
Spectrum Financial Alliance Ltd LLC 0.04% No change 337 $252K
Aljian Capital Management, LLC 0.05% No change 337 $252K
Ogorek Anthony Joseph /NY/ 0.06% Add +0.3% 336 $251K
Endowment Wealth Management, Inc. 0.10% New 336 $251K
First National Bank & Trust Co. of Newtown 0.05% No change 335 $250K
WealthTrak Capital Management LLC 0.16% Add +0.9% 335 $250K
Harbor Asset Planning, Inc. 0.19% Reduce -10.9% 335 $250K
Alliance Wealth Advisors, LLC 0.05% No change 334 $249K
Clifford Group, LLC 0.17% Reduce -14.4% 333 $249K
GLR Partners, LLC 0.12% Add +5.4% 332 $248K
Lifelong Wealth Advisors, Inc. 0.06% No change 332 $248K
Pacific Sun Financial Corp 0.10% Add +4.4% 331 $248K
Envision Financial Transparency, LLC 0.21% Add +35.6% 453 $247K
Next Level Wealth Planning, LLC 0.11% Add +6.5% 329 $246K
Purewater Capital LLC 0.18% No change 328 $245K
Claris Advisors, LLC / Mo / 0.06% No change 328 $245K
Beto Financial Group, LLC 0.13% Add +1.2% 329 $244K
Andrews, Lucia Wealth Management LLC 0.13% New 327 $244K
FMB Wealth Management 0.09% Reduce -7.1% 326 $243K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.10% New 1,200 $243K
Rye Brook Capital LLC 0.17% New 325 $243K
Brookmont Capital Management 0.13% No change 325 $243K
Altman Advisors, Inc. 0.09% New 325 $243K
Tradewinds Capital Management, LLC 0.04% Add +34.0% 323 $241K
Sound Portfolio Advisors, LLC 0.17% No change 323 $241K
Panoramic Investment Advisors, LLC 0.12% No change 322 $240K
Fortune Financial Group, Inc. 0.19% New 322 $240K
OneAscent Wealth Management LLC 0.07% New 320 $239K
Oak Family Advisors, LLC 0.07% No change 320 $239K
Greatmark Investment Partners, Inc. 0.03% Reduce -1.5% 319 $238K
Bridge Generations Wealth Management LLC 0.12% New 319 $238K
Kraematon Investment Advisors, Inc. 0.18% No change 319 $238K
Miramontes Capital, LLC 0.07% No change 318 $238K
Lane Brothers & Co. Inc. 0.16% Reduce -26.6% 318 $238K
Oakwell Private Wealth Management, LLC 0.04% No change 318 $238K
Wellment Financial 0.27% New 318 $237K
Broadview Financial Management, LLC 0.14% Add +0.3% 318 $237K
RCW Management, LLC 0.21% No change 317 $237K
Blalock Williams, LLC 0.15% Reduce -0.6% 317 $237K
Provident Wealth Management, LLC 0.06% No change 317 $237K
Cornerstone Select Advisors, LLC 0.10% No change 316 $236K
Compass Wealth Management, LLC 0.09% Add +0.3% 316 $236K
Teachers Insurance & Annuity Association of America 0.26% No change 315 $235K
Morgan Dempsey Capital Management LLC 0.10% No change 314 $235K
Owen LaRue, LLC 0.08% Add +0.3% 315 $235K
Barnes Dennig Private Wealth Management LLC 0.19% No change 314 $234K
Goodman Advisory Group, LLC 0.05% Add +23.6% 314 $234K
Whelan Financial 0.06% No change 313 $234K
Ipswich Investment Management Co., Inc. 0.05% Reduce -11.4% 312 $233K
Portfolio Resources Advisor Group, Inc. 0.20% Reduce -56.9% 311 $233K
KilterHowling LLC 0.10% No change 311 $232K
ETF Store, Inc. 0.19% No change 311 $232K
Sagewood Asset Management LP 0.05% New 310 $231K
TSA Wealth Managment LLC 0.07% Reduce -4.3% 309 $231K
Drake & Associates, LLC 0.04% Reduce -4.0% 309 $231K
Meridian Financial Partners LLC 0.08% Reduce -1.9% 305 $230K
Maltin Wealth Management, Inc. 0.08% Reduce -5.5% 308 $230K
Mosley Wealth Management 0.07% Reduce -76.3% 308 $230K
Cadence Wealth Management LLC 0.10% New 307 $229K
New World Advisors LLC 0.04% New 307 $229K
Financial Freedom, LLC 0.11% Add +0.3% 307 $229K
Applied Capital LLC 0.07% Reduce -8.9% 306 $229K
Harold Davidson & Associates Inc. 0.10% Reduce -30.1% 305 $228K
Friday Financial 0.06% New 302 $226K
Vann Equity Management LLC 0.14% New 301 $225K
SPG Advisors LLC 4.05% New 301 $225K
Aspen Wealth Strategies, LLC 0.11% New 301 $225K
JDH Wealth Management, LLC 0.14% New 300 $224K
Broadhurst Jeffrey B 0.48% Reduce -11.5% 300 $224K
Demming Financial Services Corp. 0.14% New 300 $224K
HFR Wealth Management, LLC 0.05% New 300 $224K
Henson-Edgewater Management, LLC 0.12% New 288 $223K
Planning Strategies Inc. 0.14% — 298 $223K
Layline Advisors, LLC 0.20% New 298 $222K
O'Connor Financial Group LLC 0.08% New 297 $222K
Conquis Financial LLC 0.18% Add +1.0% 297 $222K
Greenland Capital Management LP 0.05% New 297 $222K
Community Trust & Investment Co. 0.01% New 297 $222K
RM Financial Services, LLC 0.16% New 296 $221K
Prosperity Advisers, LLC 0.16% New 295 $221K
Chelsea Counsel Co. 0.09% Reduce -3.3% 295 $221K
Puff Wealth Management, LLC 0.22% — 293 $219K
Citizens National Bank Trust Department 0.03% No change 293 $219K
RMG Wealth Management LLC 0.02% No change 283 $219K
Foronjy Financial LLC 0.08% New 292 $218K
Financial Harvest, LLC 0.09% New 291 $217K
TRUE Private Wealth Advisors 0.02% New 291 $217K
Compass Advisory Group LLC 0.05% Reduce -37.5% 290 $217K
PICTET BANK & TRUST Ltd 0.23% New 290 $217K
Kroeger Financial Partners 0.21% — 290 $217K
Melone Private Wealth, LLC 0.08% Reduce -32.7% 290 $216K
Franklin, Parlapiano, Turner & Welch, LLC 0.05% No change 289 $216K
one8zero8, LLC 0.04% Reduce -9.4% 289 $216K
DiPaolo Financial Group, Inc. 0.14% New 287 $214K
Prairiewood Capital, LLC 0.06% New 286 $214K
Chancellor Financial Group WB LP 0.13% New 283 $211K
Croban 0.09% New 283 $211K
Christensen, King & Associates Investment Services, Inc. 0.08% New 282 $210K
Oregon Pacific Wealth Management, LLC 0.20% New 281 $210K
Signal Tree Financial Partners LLC 0.14% New 281 $210K
Willner & Heller, LLC 0.13% New 280 $209K
Seed Wealth Management, Inc. 0.13% New 280 $209K
Glassy Mountain Advisors, Inc. 0.06% New 280 $209K
FORM Wealth Advisors, LLC 0.02% New 280 $209K
Sun Financial Inc 0.10% New 269 $208K
Twelve Points Wealth Management LLC 0.04% Reduce -60.3% 278 $208K
Financial Symmetry Inc 0.07% Reduce -1.8% 278 $208K
Stockman Wealth Management, Inc. 0.02% Reduce -18.8% 277 $207K
Financial Insights, Inc. 0.06% New 277 $207K
Sbe LLC Dba Cedar Cove Wealth Partners 0.10% New 276 $206K
Thomas Story & Son LLC 0.07% New 275 $205K
Tsai Capital Corp 0.15% Add +16.6% 274 $205K
Blackhawk Capital Partners, LLC 0.07% New 274 $205K
ETF Portfolio Partners, Inc. 0.05% New 274 $205K
Winnacle Wealth LLC 0.14% New 274 $204K
NorthAvenue LLC 0.15% Reduce -1.8% 272 $203K
Caldwell Sutter Capital, Inc. 0.08% Add +17.8% 272 $203K
Letson Investment Management, Inc. 0.07% New 272 $203K
MLG Wealth Management DBA Pine Grove Financial Group 0.02% New 272 $203K
Anderson Hoagland & Co. 0.02% New 271 $202K
RFG Holdings, Inc. 0.04% New 270 $202K
Peak Financial Advisors LLC 0.08% New 269 $201K
Tower Wealth Partners, Inc. 0.10% New 269 $201K
Tiemann Investment Advisors, LLC 0.07% New 268 $201K
Campbell Newman Asset Management Inc. 0.01% Reduce -90.4% 268 $200K
Contravisory Investment Management, Inc. 0.03% Add +18.9% 264 $197K
Financial Network Wealth Advisors LLC 0.20% Add +13.8% 263 $196K
Bullseye Investment Management, LLC 0.10% No change 260 $194K
Seneschal Advisors, LLC 0.13% Add +88.2% 256 $191K
Copia Wealth Management 0.11% Reduce -3.8% 255 $190K
Security National Bank of So Dak 0.09% New 255 $190K
Gilpin Wealth Management, LLC 0.13% Add +7.2% 254 $190K
Logan Capital Management Inc. 0.01% — 254 $189K
Clark Wealth Partners 0.11% No change 249 $186K
Aventus Investment Advisors, Inc. 0.14% Add +2.1% 247 $184K
Dorato Capital Management 0.12% No change 236 $178K
Prestige Wealth Management Group LLC 0.03% Add +9.4% 233 $174K
BNP Paribas 0.00% No change 235 $174K
Abound Financial, LLC 0.07% No change 225 $168K
FWL Investment Management, LLC 0.03% Add +0.9% 222 $166K
Luminist Capital LLC 0.19% Reduce -14.3% 221 $165K
Horrell Capital Management, Inc. 0.07% No change 219 $164K
Kentucky Trust Co 0.08% Add +12.0% 215 $161K
Standard Family Office LLC 0.14% No change 210 $157K
Basepoint Wealth LLC 0.09% Add +3.0% 206 $154K
Smallwood Wealth Investment Management, LLC 0.07% No change 205 $153K
MRP Capital Investments, LLC 0.11% No change 204 $152K
Strategic Advisory Partners, LLC 0.11% New 203 $152K
SIMA Wealth Partners, LLC 0.11% No change 203 $152K
Clearstead Trust, LLC 0.02% Add +13.6% 200 $149K
Global Strategic Investment Solutions, LLC 0.01% Reduce -98.7% 200 $149K
Cambridge Financial Group, Inc. 0.05% Reduce -30.4% 195 $146K
Rosenberg Matthew Hamilton 0.03% No change 195 $146K
First Pacific Financial 0.02% Add +38.6% 194 $145K
Tripletail Wealth Management, LLC 0.16% No change 192 $143K
Mountain Hill Investment Partners Corp. 0.08% No change 190 $142K
GGM Financial LLC 0.05% No change 188 $140K
Curat Global, LLC 0.11% Add +17.6% 100 $138K
IMG Wealth Management, Inc. 0.08% Add +0.6% 182 $136K
Addison Advisors LLC 0.06% Reduce -86.1% 182 $136K
Thompson Investment Management, Inc. 0.02% No change 180 $134K
Birchbrook, Inc. 0.06% Add +1.1% 178 $133K
Evolution Advisers, Inc. 0.05% No change 179 $133K
Covestor Ltd 0.08% Reduce -5.4% 175 $131K
Birchwood Financial Partners, Inc. 0.11% No change 175 $131K
Milestone Investment Advisors LLC 0.03% No change 173 $129K
Prudent Man Investment Management, Inc. 0.04% No change 189 $129K
Robbins Farley 0.05% Add +3.6% 171 $128K
Perkins Coie Trust Co 0.02% No change 169 $126K
Entrust Financial LLC 0.08% Reduce -0.6% 167 $125K
Eukles Asset Management 0.05% Reduce -20.6% 166 $124K
GFS Advisors, LLC 0.01% Add +2.6% 48,252 $123K
CrossGen Wealth, LLC 0.09% No change 163 $122K
Orion Capital Management LLC 0.04% Add +158.7% 163 $122K
First Community Trust NA 0.05% No change 162 $121K
Chapman Financial Group, LLC 0.08% No change 160 $119K
Prosperity Bancshares Inc 0.08% No change 160 $119K
Beutel, Goodman & Co Ltd. 0.00% Reduce -14.8% 155 $115K
Hoey Investments, Inc. 0.02% No change 153 $114K
NCP Inc. 0.16% No change 150 $112K
Game Plan Financial Advisors, LLC 0.04% No change 150 $112K
Marshall Wace, LLP 0.00% New 148 $111K
Financial Consulate, Inc. 0.01% Add +42.2% 145 $108K
Essential Investment Partners LLC 0.08% No change 137 $102K
Quantum Portfolio Management LLC 0.03% New 129 $96K
Three Bearings Fiduciary Advisors, Inc. 0.08% No change 124 $93K
Quarry LP 0.01% Reduce -37.2% 123 $92K
MilWealth Group LLC 0.02% No change 120 $90K
Accordant Advisory Group Inc 0.06% Reduce -16.1% 120 $90K
Dynamic Wealth Strategies, LLC 0.05% No change 119 $89K
Bank & Trust Co 0.06% No change 118 $88K
Pinney & Scofield, Inc. 0.04% No change 117 $87K
Minot DeBlois Advisors LLC 0.07% No change 116 $87K
Kingdom Financial Group LLC. 0.02% Reduce -45.5% 114 $85K
Capco Asset Management, LLC 0.02% No change 113 $84K
Horizon Financial Services, LLC 0.03% Reduce -43.4% 112 $84K
Arcadia Investment Advisors LLC 0.03% No change 111 $83K
Bravera Wealth 0.03% No change 106 $79K
Nalls Sherbakoff Group, LLC 0.06% No change 105 $78K
Paloma Partners Management Co 0.67% New 101 $75K
Markowski Investments 0.02% — 100 $75K
Skylands Capital, LLC 0.01% No change 100 $75K
TOWER TRUST & INVESTMENT Co 0.05% No change 100 $75K
Obsidian Cio, LLC 0.06% Reduce -55.0% 99 $74K
Sims Investment Management, LLC 0.02% New 98 $73K
Hartford Financial Management Inc. 0.02% No change 94 $70K
New England Capital Financial Advisors LLC 0.02% No change 92 $69K
1620 Investment Advisors, Inc. 0.04% Reduce -8.3% 88 $66K
True Wealth Design, LLC 0.02% Reduce -14.7% 87 $65K
Hara Capital LLC 0.03% No change 85 $64K
Navigoe, LLC 0.03% New 84 $62K
Burnham & Co LLC 0.05% — 83 $62K
Southern Michigan Bank & Trust 0.02% Reduce -5.7% 83 $62K
LM Advisors LLC 0.27% Add +522.6% 325,178 $61K
Riverview Trust Co 0.07% No change 80 $60K
Delos Wealth Advisors, LLC 0.03% No change 80 $60K
Lloyd Advisory Services, LLC. 0.02% Reduce -62.7% 78 $58K
PayPay Securities Corp 1.22% Reduce -14.1% 67 $50K
Dogwood Wealth Management LLC 0.02% No change 63 $47K
DecisionPoint Financial, LLC 0.01% Reduce -18.4% 62 $46K
Sherman Asset Management, Inc. 0.03% No change 60 $45K
CGC Financial Services, LLC 0.01% No change 60 $45K
Anchor Bay Capital, Inc. 0.02% — 55 $43K
Richard P Slaughter Associates Inc 0.01% New 57 $42K
REAP Financial Group, LLC 0.01% No change 55 $41K
Mb, Levis & Associates, LLC 0.01% No change 53 $40K
Sawyer & Company, Inc 0.01% Add +36.8% 52 $39K
Kelly Lawrence W & Associates Inc. 0.01% No change 52 $39K
BOCHK Asset Management Ltd 0.01% New 50 $37K
Ramirez Asset Management, Inc. 0.00% No change 50 $37K
Benson Wealth Management INC 0.04% Reduce -14.3% 48 $36K
Catherine Avery Investment Management LLC 0.01% Reduce -6.1% 46 $34K
POM Investment Strategies, LLC 0.04% Reduce -2.2% 45 $34K
Access Investment Management LLC 0.01% No change 40 $30K
DB Fitzpatrick & Co, Inc 0.02% No change 39 $29K
Plan Group Financial, LLC 0.01% Reduce -87.6% 39 $29K
Regatta Research & Money Management 0.03% — 38 $28K
PeakShares LLC 0.02% Reduce -92.9% 38 $28K
Wiser Advisor Group LLC 0.03% No change 36 $27K
Sankala Group LLC 0.02% Reduce -88.3% 33 $26K
Fairscale Capital, LLC 0.02% No change 34 $25K
Advantage Trust Co 0.01% No change 31 $23K
Strategic Advocates LLC 0.08% No change 29 $21K
Networth Advisors, LLC 0.01% No change 28 $21K
Carolina Wealth Advisors, LLC 0.01% New 28 $21K
Cypress Capital Management LLC (WY) 0.02% No change 25 $19K
McMillan Office, Inc. 0.00% No change 25 $19K
Imprint Wealth LLC 0.07% No change 23 $17K
Sunrise Financial Services, LLC 0.01% Add +1050.0% 23 $17K
Camelot Portfolios, LLC 0.01% No change 21 $15K
SWAN Capital LLC 0.01% No change 20 $15K
Gould Capital, LLC 0.01% No change 20 $15K
JCIC Asset Management Inc. 0.00% No change 20 $13K
Penserra Capital Management LLC 0.00% New 18 $13K
MJT & Associates Financial Advisory Group, Inc. 0.01% Reduce -18.8% 13 $10K
GS Investments, Inc. 0.01% No change 10 $7K
Valued Wealth Advisors LLC 0.00% No change 8 $6K
Ravenstone Capital Management Inc. 0.00% New 8 $6K
Decker Retirement Planning Inc. 0.00% Reduce -78.4% 8 $6K
Financial Avengers, Inc. 0.00% No change 5 $4K
Hillsdale Investment Management Inc. 0.00% No change 5 $4K
Montgomery Financial Services LLC 0.00% — 2 $1K
Equitec Proprietary Markets, LLC 0.00% No change 2 $1K
Go Invest LLC 0.00% New 2 $1K
Persistent Asset Partners Ltd 0.00% New 1 $747
USA Financial Formulas 0.00% — 1 $747

"% 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.