SS Technology Select SectorXLKETF

13F holders, Q4 2024 (December 31)
2,199holders +170
112new positions
90sold out
7famous investors
$232.45avg. 13F price*

At the end of Q4 2024, 2,199 institutions reported holding SS Technology Select Sector (XLK) in their 13F filings, up 170 from Q3 2024. 112 opened new positions and 90 sold out. The largest holders were Bank of America Corp. ($2.9B), Wells Fargo & Company ($2.6B) and Morgan Stanley ($2.3B). 7 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
SS Technology Select Sector
Filed as
SELECT SECTOR SPDR TR (Q4 2024)
CUSIP
81369Y803
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions112$297.1M
Exits90$394.0M

All 13F filers, Q3 2024 → Q4 2024: 12,817,673 shares bought and 8,370,890 shares sold, net +4,446,783 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,199 holders

Bank of America Corp. 0.27% Reduce -0.8% 12,514,706 $2.9B
Wells Fargo & Company 0.62% Add +2.3% 10,999,702 $2.6B
Morgan Stanley 0.16% Add +2.3% 9,863,151 $2.3B
LPL Financial LLC 0.71% Add +6.8% 7,473,687 $1.7B
Ameriprise Financial Inc. 0.34% Add +4.3% 5,735,413 $1.3B
UBS Group AG 0.29% Add +11.8% 5,657,499 $1.3B
Envestnet Asset Management Inc. 0.40% Add +2.9% 5,425,319 $1.3B
Goldman Sachs Group Inc. 0.24% Add +16.1% 5,311,722 $1.2B
CHURCHILL MANAGEMENT Corp 13.03% Add +17.2% 5,133,748 $1.2B
Raymond James Financial Inc. 0.37% — 4,364,293 $1.0B
Royal Bank of Canada 0.15% Add +1.5% 2,888,495 $671.6M
Truist Financial Corp. 0.97% Reduce -0.9% 2,655,289 $617.4M
Janney Montgomery Scott LLC 1.66% Reduce -2.9% 2,573,172 $598.3M
Agf Management Ltd. 2.97% Add +71.3% 2,555,694 $594.3M
WestEnd Advisors, LLC 11.65% Reduce -2.5% 1,967,050 $457.4M
Charles Schwab Investment Management Inc. 0.08% Reduce -4.7% 1,870,903 $435.0M
JPMorgan Chase & Co. 0.03% Add +20.6% 1,782,539 $414.5M
Harel Insurance Investments & Financial Services Ltd. 6.50% Add +66.8% 1,705,408 $396.5M
Nissay Asset Management Corp. /Japan 2.42% Reduce -14.3% 1,666,830 $395.9M
Northern Trust Corp. 0.05% Add +1.9% 1,515,929 $352.5M
US Bancorp \de 0.44% Add +0.3% 1,438,210 $334.4M
PGIM Custom Harvest LLC 6.16% Add +12.1% 1,356,251 $315.4M
Focus Partners Wealth 0.79% Add +22.8% 1,308,865 $304.3M
Two Sigma Investments, LP 0.71% Add +33.9% 1,266,500 $294.5M
Jane Street Group, LLC 0.39% Add +91.7% 1,026,723 $238.7M
CW Advisors, LLC 3.18% Reduce -2.2% 994,002 $231.1M
Equitable Holdings, Inc. 2.19% Reduce -1.3% 988,898 $229.9M
Migdal Insurance & Financial Holdings Ltd. 3.25% Reduce -0.4% 973,094 $226.3M
Commonwealth Equity Services, LLC 0.32% Add +2.3% 944,773 $219.7M
Main Management ETF Advisors, LLC 9.74% Add +3.2% 924,390 $214.9M
State Street Corp. 0.01% Reduce -37.2% 906,492 $210.8M
Rockefeller Capital Management L.P. 0.51% Add +1.3% 848,092 $197.1M
BlackRock, Inc. 0.00% Reduce -52.8% 834,081 $193.9M
PNC Financial Services Group, Inc. 0.13% Reduce -0.7% 833,951 $193.9M
Factory Mutual Insurance Co. 2.01% Reduce -14.1% 799,885 $186.0M
Stifel Financial Corp. 0.19% Add +1.3% 779,010 $181.2M
Cetera Investment Advisers 0.38% Add +1.3% 775,594 $180.3M
Captrust Financial Advisors 0.49% Reduce -4.8% 738,650 $171.8M
HighTower Advisors, LLC 0.23% Add +7.3% 723,322 $168.2M
Unisphere Establishment 1.42% No change 700,000 $162.8M
Osaic Holdings, Inc. 0.37% Reduce -5.8% 699,065 $162.7M
KCM Investment Advisors LLC 5.59% Reduce -1.7% 692,754 $161.1M
EP Wealth Advisors, LLC 1.30% Add +1.4% 684,800 $159.2M
Victory Capital Management Inc. 0.15% Add +2.7% 654,288 $152.1M
1832 Asset Management L.P. 0.27% Add +5241.3% 650,037 $151.1M
Swan Global Investments, LLC 7.16% Reduce -7.6% 636,744 $148.1M
RiverFront Investment Group, LLC 3.24% Add +2.2% 612,484 $142.4M
J.Safra Asset Management Corp 11.00% Add +45.3% 576,876 $135.3M
Mariner, LLC 0.22% Add +5.7% 556,618 $129.4M
Bank of Montreal 0.06% Reduce -46.3% 540,294 $125.6M
Corient Private Wealth LP 0.21% Add +2.1% 592,803 $124.1M
Private Advisor Group, LLC 0.69% Reduce -6.6% 523,468 $121.7M
Conservest Capital Advisors, Inc. 11.78% Reduce -6.1% 490,520 $114.1M
Cambridge Investment Research Advisors, Inc. 0.38% Reduce -18.0% 489,994 $113.9M
Advisory Alpha, LLC 4.00% Add +0.6% 482,796 $112.3M
Bar Harbor Wealth Management 7.24% Add +0.4% 475,141 $110.5M
TD Asset Management Inc 0.10% Reduce -0.1% 470,685 $109.4M
Bellwether Advisors, LLC 19.44% Add +47.2% 467,598 $108.7M
Cwm, LLC 0.43% Reduce -2.1% 445,991 $103.7M
BNP Paribas Financial Markets 0.08% Add +43.6% 444,538 $103.4M
MML Investors Services, LLC 0.36% Add +31.1% 443,060 $103.0M
Provida Pension Fund Administrator 2.10% Reduce -68.2% 442,629 $102.9M
Barclays PLC 0.05% Reduce -50.7% 438,557 $102.0M
Spinnaker Trust 6.08% Reduce -1.8% 414,737 $96.4M
Fifth Third Bancorp 0.33% Reduce -1.6% 386,591 $89.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 2.58% Add +4.6% 385,570 $89.7M
Kestra Advisory Services, LLC 0.48% Reduce -0.8% 378,563 $88.0M
SG Americas Securities, LLC 0.38% Reduce -26.0% 368,192 $85.6M
Citigroup Inc. 0.08% Add +5.5% 358,762 $83.4M
Gerber Kawasaki Wealth & Investment Management 3.19% Add +2.3% 315,401 $73.3M
Wealth Enhancement Advisory Services, LLC 0.14% Add +10.1% 315,387 $73.3M
Trek Financial, LLC 5.46% Add +0.6% 314,147 $73.0M
Parker Investment Management, LLC 11.34% Reduce -2.4% 312,963 $72.8M
Sumitomo Mitsui Financial Group, Inc. 0.95% No change 305,000 $71.5M
Cornerstone Advisors, LLC 2.77% Add +2.1% 298,600 $69.4M
Assetmark, Inc. 0.18% Reduce -14.8% 283,225 $65.9M
Wharton Business Group, LLC 2.95% Reduce -1.8% 281,521 $65.5M
Foundations Investment Advisors, LLC 1.23% Add +13.7% 273,696 $63.6M
Capital Investment Advisors, LLC 1.29% Add +0.7% 271,858 $63.2M
Evolution Wealth Advisors, LLC 10.06% Add +21.8% 258,646 $60.1M
Integrated Wealth Concepts LLC 0.69% Add +20.5% 254,336 $59.1M
CoreCap Advisors, LLC 2.69% Reduce -1.8% 253,650 $59.0M
Full Sail Capital, LLC 3.75% Add +2.6% 253,208 $58.9M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 9.58% No change 250,800 $58.3M
Pathstone Holdings, LLC 0.26% Add +17.3% 248,467 $57.8M
Sanctuary Advisors, LLC 0.36% Add +3.0% 246,088 $57.1M
Eisler Capital Management Ltd. 1.81% — 234,641 $54.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.56% Add +1202.9% 228,632 $53.6M
IMZ Advisory Inc 24.18% Add +0.8% 227,910 $53.0M
Ashton Thomas Private Wealth, LLC 2.05% Add +7.2% 226,090 $52.6M
Advisors Preferred, LLC 8.23% Add +325.2% 220,445 $51.1M
Meitav Investment House Ltd. 0.86% Reduce -2.6% 219,686 $51.1M
TD Waterhouse Canada Inc. 0.41% Add +7.5% 220,081 $51.1M
Main Management LLC 4.14% Add +3.3% 217,759 $50.6M
Old National Bancorp 1.20% Add +3.6% 216,934 $50.4M
Kingsview Wealth Management, LLC 0.97% Add +22.9% 214,671 $49.9M
Thrivent Financial for Lutherans 0.10% Add +20.4% 210,360 $49.2M
Salomon & Ludwin, LLC 5.08% Reduce -5.6% 206,273 $48.0M
Creative Planning 0.05% Add +1.9% 204,521 $47.6M
United Asset Strategies, Inc. 4.11% Reduce -0.7% 192,483 $44.8M
Graypoint LLC 2.71% Reduce -4.7% 192,126 $44.7M
Squarepoint Ops LLC 0.11% Add +542.4% 190,792 $44.4M
Moment Partners, LLC 8.44% — 190,455 $44.3M
Hollencrest Capital Management 1.79% Reduce -0.4% 190,405 $44.3M
FMR LLC 0.00% Add +6.3% 187,333 $43.6M
Oppenheimer Asset Management Inc. 0.52% Add +2.0% 185,384 $43.1M
Comerica Bank 0.17% Add +0.6% 179,380 $41.7M
Chemung Canal Trust Co. 8.67% Reduce -2.5% 178,818 $41.6M
Spectrum Wealth Counsel, LLC 4.89% Add +0.2% 178,794 $41.6M
Commerce Bank 0.25% Add +3.9% 176,730 $41.1M
MAI Capital Management 0.30% Reduce -0.8% 174,101 $40.5M
Krilogy Financial LLC 2.69% Add +1.3% 173,285 $40.3M
Carnegie Investment Counsel 1.13% Add +0.0% 168,481 $39.2M
Atria Wealth Solutions, Inc. 0.43% Reduce -1.7% 167,684 $39.0M
Phoenix Financial Ltd. 0.53% Add +3.2% 166,242 $38.7M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5.81% Reduce -0.4% 165,168 $38.4M
Steward Partners Investment Advisory, LLC 0.34% Add +11.5% 163,906 $38.1M
Cerity Partners LLC 0.08% Add +51.1% 160,970 $37.4M
Stillwater Capital Advisors, LLC 4.61% Add +1.9% 160,435 $37.3M
Walleye Capital LLC 0.39% Reduce -19.2% 158,934 $37.0M
Independent Advisor Alliance 0.49% Add +16068.6% 157,967 $36.7M
Alps Advisors Inc. 0.23% Reduce -2.1% 155,687 $36.2M
Federation des caisses Desjardins du Quebec 0.18% Reduce -1.1% 154,023 $35.8M
Janney Capital Management LLC 2.33% Reduce -2.0% 151,719 $35.3M
Point72 Asset Management 0.10% Add +652.2% 150,448 $35.0M
Baird Financial Group, Inc. 0.07% Add +18.8% 149,029 $34.7M
DAVENPORT & Co LLC 0.20% Add +27.3% 148,983 $34.6M
Asset Advisors Investment Management, LLC 3.49% Reduce -0.6% 143,483 $33.4M
Nan Shan Life Insurance Co., Ltd. 0.80% New 143,204 $33.3M
Citizens Financial Group Inc. 0.64% Reduce -1.9% 140,966 $32.8M
Marks Wealth, LLC 15.77% Add +9.5% 140,892 $32.8M
First Interstate Bank 1.98% Add +0.5% 140,607 $32.7M
Tocqueville Asset Management L.P. 0.51% No change 139,640 $32.5M
Petredis Investment Advisors LLC 3.32% Reduce -8.8% 138,348 $32.2M
Peapack Gladstone Financial Corp. 0.47% Add +0.0% 138,054 $32.1M
RFG Advisory, LLC 0.90% Add +14.7% 137,175 $31.9M
AlphaStar Capital Management, LLC 3.33% Add +21.4% 137,149 $31.9M
Prosperity Consulting Group, LLC 2.37% Add +18.5% 135,327 $31.5M
Dakota Wealth Management 0.72% Reduce -1.4% 135,260 $31.5M
NWF Advisory Services Inc. 4.58% Add +1.1% 134,457 $31.3M
Exchange Traded Concepts, LLC 0.63% Add +52.7% 133,782 $31.1M
M&T Bank Corp 0.10% Add +0.8% 133,205 $31.0M
Intrua Financial, LLC 4.96% Add +5.1% 131,316 $30.5M
&partners 0.36% Add +113.7% 128,538 $30.3M
WBH Advisory Inc. 2.80% Add +4.0% 129,980 $30.2M
Robertson Stephens Wealth Management, LLC 1.07% Add +7.0% 129,020 $30.0M
Brave Asset Management Inc. 9.46% Reduce -2.4% 127,875 $29.7M
Gratus Wealth Advisors, LLC 4.71% Add +1.4% 126,519 $29.4M
First Horizon Advisors, Inc. 0.82% Reduce -0.8% 126,214 $29.3M
Black Swift Group, LLC 6.14% Add +4.5% 124,438 $28.9M
Concurrent Investment Advisors, LLC 0.78% Add +0.8% 123,657 $28.8M
Flagship Harbor Advisors, LLC 1.50% Add +252.6% 123,130 $28.6M
Biltmore Wealth Management, LLC 11.91% Reduce -0.4% 122,988 $28.6M
IHT Wealth Management, LLC 0.92% Reduce -4.7% 122,459 $28.5M
Park Avenue Securities LLC 0.29% Add +37.6% 122,424 $28.5M
Yarbrough Capital, LLC 1.09% No change 122,040 $28.4M
Lido Advisors, LLC 0.18% Add +0.3% 121,361 $28.2M
Ayalon Insurance Comp Ltd. 8.68% Reduce -0.4% 120,824 $28.1M
Advisory Services Network, LLC 0.51% Add +0.4% 118,852 $27.6M
Premier Path Wealth Partners, LLC 4.19% Add +1.8% 118,373 $27.5M
Cibc World Market Inc. 0.06% Reduce -6.5% 117,729 $27.4M
Clarity Financial LLC 3.27% Reduce -1.1% 117,535 $27.3M
Bailard, Inc. 0.70% Reduce -0.2% 117,087 $27.2M
Strategic Point Investment Advisors, LLC 4.42% Reduce -0.4% 116,544 $27.1M
Martin & Co. Inc. 6.68% Reduce -3.7% 116,000 $27.0M
ARS Wealth Advisors Group, LLC 3.71% Reduce -0.6% 115,970 $27.0M
Mercer Global Advisors Inc. 0.07% Reduce -59.1% 114,751 $26.7M
Vickerman Investment Advisors, Inc. 7.00% Reduce -2.7% 110,842 $25.8M
Cresset Asset Management, LLC 0.12% Reduce -45.2% 110,351 $25.7M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Add +83.3% 110,000 $25.6M
Atlas Capital Advisors Inc. 3.25% Add +3.2% 109,864 $25.5M
Wealthfront Advisers LLC 0.07% Add +4.3% 109,651 $25.5M
Northeast Financial Consultants Inc 1.05% Reduce -2.3% 107,300 $24.9M
Buffington Mohr McNeal 4.12% Add +0.2% 106,799 $24.8M
Essex LLC 5.21% Reduce -1.0% 106,782 $24.8M
Fairfield Financial Advisors, LTD 8.74% Reduce -1.1% 106,678 $24.8M
J.W. Cole Advisors, Inc. 0.98% Add +5.4% 104,464 $24.3M
Oakworth Capital, Inc. 1.67% Reduce -0.0% 104,120 $24.2M
Atria Investments, Inc 0.30% Add +28.6% 103,846 $24.1M
LMR Partners LLP 0.55% Add +135.8% 103,737 $24.1M
High Note Wealth, LLC 6.24% Reduce -0.8% 103,063 $24.0M
Mirae Asset Global Investments Co., Ltd. 0.10% Reduce -5.7% 102,157 $24.0M
Taiyo Life Insurance Co. 1.93% No change 102,200 $23.8M
Stratos Wealth Partners, LTD. 0.34% Add +24.0% 101,441 $23.6M
Jones Financial Companies LLLP 0.02% Add +48.7% 100,813 $23.4M
IFP Advisors, Inc 0.77% Add +11.6% 100,745 $23.4M
Qube Research & Technologies Ltd 0.04% New 100,369 $23.3M
Long Run Wealth Advisors, LLC 5.57% Reduce -7.8% 99,966 $23.2M
Roble, Belko & Company, Inc 3.67% Reduce -0.5% 99,445 $23.1M
Quantinno Capital Management LP 0.23% Add +31.7% 98,611 $22.9M
Tiller Private Wealth, Inc. 9.61% Add +0.5% 97,474 $22.7M
Joel Isaacson & Co., LLC 1.02% Reduce -0.3% 96,872 $22.5M
Stonebridge Financial Group, LLC 2.47% — 96,530 $22.4M
Tiff Advisory Services, LLC 7.27% No change 96,003 $22.3M
Rothschild Capital Partners, LLC 5.41% Add +41.3% 95,895 $22.3M
Associated Banc-Corp 0.67% Reduce -3.6% 95,806 $22.3M
NewEdge Advisors, LLC 0.13% Reduce -1.5% 95,461 $22.2M
Mizuho Bank, Ltd. 6.17% No change 95,000 $22.1M
Callan Capital, LLC 1.61% Reduce -4.5% 94,519 $22.0M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.72% No change 93,673 $21.8M
Millennium Management 0.02% Reduce -19.6% 92,708 $21.6M
Marshall Wace, LLP 0.03% Add +2051.1% 91,615 $21.3M
Orange Investment Advisors, Inc. 2.40% Add +0.1% 91,008 $21.2M
Capstone Investment Advisors, LLC 0.27% Add +432.8% 90,544 $21.1M
Independent Financial Group, LLC 0.70% Add +0.4% 90,475 $21.0M
Secure Asset Management, LLC 3.17% Add +1.8% 89,815 $20.9M
Forbes J M & Co. LLP 1.99% No change 88,753 $20.6M
Rezny Wealth Management, Inc. 5.06% Add +1.1% 88,597 $20.6M
Sykon Capital LLC 7.01% New 87,491 $20.3M
TradeWell Securities, LLC. 10.37% — 86,062 $20.0M
McKinley Carter Wealth Services, Inc. 1.22% Reduce -15.4% 86,029 $20.0M
B. Riley Wealth Advisors, Inc. 0.65% Reduce -0.5% 84,734 $19.7M
Financial Counselors Inc. 0.28% Reduce -0.4% 83,233 $19.4M
Maven Securities LTD 3.08% New 82,371 $19.2M
Envestnet Portfolio Solutions, Inc. 0.06% Add +43.8% 80,375 $18.7M
Integrated Advisors Network LLC 0.90% Add +18.4% 80,273 $18.7M
Ameritas Advisory Services, LLC 0.64% Reduce -2.1% 80,194 $18.6M
NewSquare Capital LLC 1.49% Add +0.4% 81,739 $18.6M
TLWM 3.65% New 79,883 $18.6M
Composition Wealth, LLC 0.37% Reduce -14.0% 79,339 $18.4M
Mendel Capital Management LLC 11.14% Reduce -0.8% 79,040 $18.4M
Goldstein Advisors, LLC 2.67% Add +3.8% 79,010 $18.4M
Blair William & Co. 0.05% Reduce -1.1% 78,487 $18.2M
Centaurus Financial, Inc. 1.11% Reduce -11.4% 78,233 $18.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +291.2% 77,907 $18.1M
Bristlecone Advisors, LLC 1.41% Reduce -1.3% 77,673 $18.1M
Nations Financial Group Inc, /Ia/ 1.29% Add +2.0% 76,000 $17.7M
Avantax Advisory Services, Inc. 0.11% Reduce -7.9% 74,788 $17.4M
Focus Financial Network, Inc. 0.69% Add +0.5% 74,268 $17.3M
Onyx Bridge Wealth Group LLC 2.47% Add +363.2% 73,752 $17.1M
Tiaa Trust, National Association 0.05% Reduce -16.0% 73,483 $17.1M
Keybank National Association 0.07% Reduce -0.1% 73,103 $17.0M
Pallas Capital Advisors LLC 0.73% Reduce -1.3% 73,015 $17.0M
Allworth Financial LP 0.09% Reduce -2.0% 69,997 $16.9M
Pittenger & Anderson Inc. 0.61% Reduce -0.1% 72,636 $16.9M
TCP Asset Management, LLC 3.63% Add +4.5% 70,884 $16.5M
Thor Trading Advisors, LLC 14.87% — 70,746 $16.4M
Sequent Asset Management, LLC 8.07% No change 70,526 $16.4M
Allianz SE 0.42% No change 68,455 $16.1M
Mutual Advisors, LLC 0.46% Add +1.4% 68,904 $15.9M
Benjamin Edwards Inc. 0.23% Add +8.8% 68,097 $15.8M
Tsfg, LLC 3.22% Add +0.2% 67,373 $15.7M
Founders Financial Securities LLC 1.41% Add +2.9% 67,132 $15.6M
Trust Co 1.77% Add +6.3% 66,522 $15.5M
GTS Securities LLC 0.75% Add +92.8% 66,454 $15.4M
Western Wealth Management, LLC 0.82% Add +11.9% 65,858 $15.3M
Simmons Bank 1.11% Reduce -2.1% 65,583 $15.2M
Fiera Capital Corp 0.05% Add +1.1% 65,558 $15.2M
Socha Financial Group, LLC 7.12% New 65,291 $15.2M
Oppenheimer & Co. Inc. 0.23% Add +23.6% 65,245 $15.2M
Balyasny Asset Management L.P. 0.04% New 64,442 $15.0M
Victory Financial Group, LLC 3.92% — 64,101 $14.9M
Horizon Wealth Management, LLC 2.59% New 63,956 $14.9M
Tamar Securities, LLC 2.05% Add +0.1% 63,801 $14.8M
Destiny Wealth Partners, LLC 2.41% Add +0.5% 63,433 $14.7M
Capital Fund Management S.A. 0.14% New 62,805 $14.6M
Anfield Capital Management, LLC 5.26% Add +1.0% 62,311 $14.5M
Montag A & Associates Inc. 0.69% Reduce -0.2% 62,033 $14.4M
Money Concepts Capital Corp. 1.07% Reduce -1.2% 61,768 $14.4M
Measured Wealth Private Client Group, LLC 4.58% Add +6.0% 61,019 $14.2M
Apollon Financial, LLC 3.52% Add +2.6% 60,608 $14.1M
Horizon Investments, LLC 0.40% Add +4.7% 60,382 $14.0M
AMG National Trust Bank 0.39% Add +0.7% 60,035 $14.0M
Schonfeld Strategic Advisors LLC 0.09% Add +12.7% 60,142 $14.0M
Nelson Capital Management, LLC 2.31% Add +3.4% 59,792 $13.9M
Circle Wealth Management, LLC 0.30% Add +2.5% 59,517 $13.8M
Affinity Capital Advisors, LLC 2.60% Add +8.8% 59,037 $13.8M
Synovus Financial Corp. 0.18% Reduce -9.2% 59,218 $13.8M
Spire Wealth Management 0.43% Reduce -51.0% 59,128 $13.7M
Cornerstone Wealth Group, LLC 1.10% Reduce -3.9% 58,091 $13.5M
Venture Visionary Partners LLC 0.56% Add +4.0% 56,650 $13.2M
MV Capital Management, Inc. 1.40% Reduce -0.7% 56,413 $13.1M
Fifth Third Securities, Inc. 1.11% Add +21.4% 56,392 $13.1M
Venturi Wealth Management, LLC 0.64% Add +5.0% 56,227 $13.1M
Great Valley Advisor Group, Inc. 0.29% Add +6.0% 56,115 $13.0M
Schnieders Capital Management LLC 2.60% Reduce -0.1% 56,101 $13.0M
Gladstone Institutional Advisory LLC 0.60% Add +19.5% 55,574 $12.9M
Toth Financial Advisory Corp. 1.52% Reduce -0.6% 55,526 $12.9M
Orion Porfolio Solutions, LLC 0.13% Reduce -5.4% 55,297 $12.9M
Orion Portfolio Solutions, LLC 0.13% Reduce -5.4% 55,297 $12.9M
Schorn Wealth LLC 4.17% Add +4.7% 55,231 $12.8M
Prime Capital Investment Advisors, LLC 0.19% Reduce -2.3% 55,065 $12.8M
Bonfire Financial 11.58% — 55,056 $12.8M
Serenus Wealth Advisors, LLC 2.22% — 54,963 $12.8M
Sepio Capital, LP 1.02% Reduce -5.9% 54,570 $12.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +14.4% 54,372 $12.6M
Freedom Investment Management, Inc. 1.05% Reduce -5.5% 54,245 $12.6M
TCV Trust & Wealth Management, Inc. 1.16% Reduce -1.8% 54,187 $12.6M
Eclectic Associates Inc. 3.72% New 54,150 $12.6M
Arkadios Wealth Advisors 0.69% Add +5.9% 54,030 $12.6M
Axxcess Wealth Management, LLC 0.31% Reduce -3.5% 53,753 $12.5M
Rockland Trust Co. 0.63% Reduce -1.6% 53,226 $12.4M
Spirepoint Private Client, LLC 1.55% Add +3.2% 53,127 $12.4M
Fox Financial, Inc 11.16% Reduce -31.4% 53,119 $12.4M
CX Institutional 0.49% Add +8.1% 53,106 $12.3M
Merit Financial Group, LLC 0.22% Add +3.6% 53,066 $12.3M
Waverly Advisors, LLC 0.19% Add +60.4% 52,750 $12.3M
McMorgan & Co. LLC 1.89% Reduce -6.9% 52,453 $12.2M
Legacy Advisors, LLC 1.18% Add +0.0% 52,285 $12.2M
Financially Speaking Inc 8.24% — 52,191 $12.1M
Lodestar Private Asset Management LLC 1.51% Reduce -1.2% 52,050 $12.1M
Transform Wealth, LLC 0.67% Add +2232.2% 51,892 $12.1M
Sigma Planning Corp 0.38% Add +1.7% 51,624 $12.0M
3EDGE Asset Management, LP 0.74% Add +287.8% 51,366 $11.9M
Bank Hapoalim BM 2.00% Add +0.8% 50,830 $11.8M
Bank of New York Mellon Corp 0.00% Add +4.3% 50,353 $11.7M
Nwam LLC 0.72% Add +18.5% 50,165 $11.7M
Convergence Financial, LLC 2.32% Add +17.7% 50,097 $11.6M
Bartlett & Co. Wealth Management LLC 0.17% Reduce -0.7% 49,730 $11.6M
HBW Advisory Services LLC 1.18% Add +1.8% 49,351 $11.5M
Cooksen Wealth, LLC 10.48% Add +3.8% 49,010 $11.4M
Harrell Investment Partners, LLC 3.17% Add +2.1% 48,862 $11.4M
J. Goldman & Co LP 0.40% Reduce -25.1% 48,687 $11.3M
Stephens Inc. 0.16% Reduce -1.0% 48,533 $11.3M
Parkside Investments, LLC 1.69% Add +1.8% 48,533 $11.3M
Franklin Resources Inc. 0.00% Add +5.9% 48,269 $11.2M
Cypress Capital Group 1.36% Add +1.4% 47,816 $11.1M
Ciovacco Capital Management LLC 6.34% Add +0.0% 47,716 $11.1M
National Bank of Canada 0.01% Reduce -3.1% 47,427 $11.0M
Elite Financial, Inc. 5.95% — 47,240 $11.0M
Great Lakes Advisors, LLC 0.09% Reduce -5.7% 47,045 $10.9M
James Investment Research, Inc. 1.30% Reduce -1.2% 47,008 $10.9M
First Trust Advisors LP 0.01% New 46,585 $10.8M
AE Wealth Management LLC 0.09% Add +81.0% 46,388 $10.8M
Savvy Advisors, Inc. 1.29% Add +27.5% 46,011 $10.7M
Visionary Wealth Advisors 0.63% Reduce -39.3% 45,970 $10.7M
Larson Financial Group LLC 0.55% Add +10.7% 45,790 $10.6M
D.A. Davidson & Co. 0.09% Reduce -4.9% 45,582 $10.6M
Quantitative Strategies, Inc. 5.66% Reduce -0.6% 45,542 $10.6M
Apexium Financial, LP 0.64% Reduce -0.6% 45,441 $10.6M
Hilltop Holdings Inc. 0.67% Add +46.7% 45,429 $10.6M
Transcend Capital Advisors, LLC 0.76% Reduce -1.7% 45,424 $10.6M
Allspring Global Investments Holdings, LLC 0.02% Reduce -39.5% 45,522 $10.6M
Blue Sky Capital Consultants Group, Inc. 6.33% — 45,355 $10.5M
Court Place Advisors, LLC 3.42% Reduce -0.5% 45,335 $10.5M
CIBC Private Wealth Group LLC 0.02% Add +0.9% 45,048 $10.5M
Eastern Bank 0.19% Reduce -1.7% 45,065 $10.5M
Fourth Dimension Wealth, LLC 5.46% — 44,871 $10.5M
Concourse Financial Group Securities, Inc. 0.59% Add +21.5% 43,168 $10.4M
Sowell Financial Services LLC 0.55% Reduce -2.5% 44,653 $10.4M
AlphaMark Advisors, LLC 4.48% Add +6.1% 44,552 $10.4M
Transamerica Financial Advisors, LLC 1.02% Add +2.2% 44,412 $10.3M
Leuthold Group, LLC 1.22% Reduce -27.7% 43,682 $10.2M
Elevation Point Wealth Partners, LLC 0.82% Reduce -21.8% 43,543 $10.1M
Thoma Capital Management LLC 6.91% — 43,369 $10.1M
Ferguson Wellman Capital Management, Inc. 0.19% Reduce -3.6% 42,788 $9.9M
Trinity Wealth Management, LLC 4.45% Add +0.6% 42,337 $9.8M
Mesirow Financial Investment Management, Inc. 0.19% Reduce -2.3% 42,204 $9.8M
First National Bank of Hutchinson 5.89% No change 41,868 $9.7M
Shepherd Financial Partners LLC 1.16% Add +0.6% 41,584 $9.7M
Credit Agricole S A 0.03% Add +145.0% 40,895 $9.5M
SteelPeak Wealth, LLC 0.39% Add +20.8% 40,840 $9.5M
Evercore Wealth Management, LLC 0.14% Reduce -3.0% 40,806 $9.5M
Stratos Wealth Advisors, LLC 0.45% Add +17.0% 40,600 $9.4M
Kentucky Farm Bureau Mutual Insurance Co 2.09% No change 40,000 $9.3M
TrinityPoint Wealth, LLC 1.31% Add +4.3% 39,950 $9.3M
Snider Financial Group 2.88% Reduce -0.7% 39,928 $9.3M
MontVue Capital Management, Inc. 7.06% Reduce -1.1% 39,834 $9.3M
Jefferies Financial Group Inc. 0.11% Reduce -2.7% 39,799 $9.3M
Sound View Wealth Advisors Group, LLC 0.74% Add +8.2% 39,733 $9.2M
Relyea Zuckerberg Hanson LLC 1.24% Add +0.0% 39,697 $9.2M
ARS Investment Partners, LLC 0.83% Reduce -5.7% 39,533 $9.2M
State of Tennessee, Department of Treasury 0.03% Reduce -74.0% 39,413 $9.2M
Redhawk Wealth Advisors, Inc. 1.23% Reduce -26.7% 39,238 $9.1M
Level Four Advisory Services, LLC 0.37% Reduce -3.7% 39,115 $9.1M
Leicht Financial Planning & Wealth Management, Inc. 4.65% Reduce -1.5% 39,075 $9.1M
Massachusetts Wealth Management 5.60% Add +4.3% 39,004 $9.1M
Beacon Pointe Advisors, LLC 0.10% Add +5.0% 38,949 $9.1M
Kennicott Capital Management LLC 4.65% Reduce -0.0% 38,943 $9.1M
United Capital Financial Advisors, LLC 0.08% Reduce -4.7% 38,695 $9.0M
Scotia Capital Inc. 0.05% Add +1.9% 38,658 $9.0M
Conscious Wealth Investments, LLC 6.08% Add +1.0% 38,294 $9.0M
O'ROURKE & COMPANY, Inc 4.39% Reduce -0.4% 38,535 $9.0M
Founders Grove Wealth Partners, LLC 2.58% — 38,275 $8.9M
Roundview Capital LLC 0.62% Add +8.0% 38,237 $8.9M
Estate Counselors, LLC 0.95% Add +1.1% 38,237 $8.9M
Attessa Capital LLC 5.97% — 37,683 $8.8M
Chesapeake Wealth Management 2.99% Reduce -2.0% 37,512 $8.7M
Private Wealth Advisors, LLC 3.80% Reduce -1.7% 37,490 $8.7M
Florida Financial Advisors, LLC 3.88% Reduce -14.4% 37,351 $8.7M
Astor Investment Management LLC 4.44% New 37,231 $8.7M
Rovin Capital /Ut/ 3.10% Reduce -2.7% 37,084 $8.6M
Darwin Wealth Management, LLC 2.89% Add +6.5% 36,978 $8.6M
Tritonpoint Wealth, LLC 0.78% Reduce -1.2% 36,943 $8.6M
U.S. Capital Wealth Advisors, LLC 0.27% Add +167.7% 36,799 $8.6M
Providence First Trust Co 3.21% Add +7.3% 36,687 $8.5M
Tucker Asset Management LLC 1.93% Reduce -9.9% 36,685 $8.5M
SkyOak Wealth, LLC 1.81% Reduce -1.6% 36,425 $8.5M
Global Retirement Partners, LLC 0.24% Reduce -12.9% 36,320 $8.4M
Clifford Swan Investment Counsel LLC 0.30% No change 36,127 $8.4M
Orleans Capital Management Corp. 4.67% Add +0.7% 35,295 $8.3M
Kestra Private Wealth Services, LLC 0.14% Reduce -0.0% 35,562 $8.3M
Bfsg, LLC 0.96% Reduce -8.6% 35,354 $8.2M
Fairvoy Private Wealth, LLC 2.17% — 35,122 $8.2M
GeoWealth Management, LLC 0.27% Add +53.0% 35,094 $8.2M
First Merchants Corp. 0.31% Reduce -0.3% 35,052 $8.2M
Sandy Spring Bank 0.33% Reduce -2.1% 34,906 $8.1M
Kwmg, LLC 0.83% Reduce -0.8% 34,473 $8.0M
Sage Capital Advisors,llc 2.07% Add +0.2% 34,277 $8.0M
Baker Avenue Asset Management, LP 0.24% Add +8.0% 34,219 $8.0M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.91% No change 34,246 $8.0M
Journey Advisory Group, LLC 0.95% No change 35,128 $7.9M
Brown Advisory Inc. 0.01% Add +4.6% 34,032 $7.9M
Decker Retirement Planning Inc. 4.59% — 33,992 $7.9M
Webster Bank, N. A. 0.85% Add +1.0% 33,873 $7.9M
Sage Capital Management, LLC 3.94% Reduce -5.1% 33,543 $7.8M
Kanawha Capital Management LLC 0.61% Reduce -1.6% 33,522 $7.8M
Prestige Wealth Management Group LLC 1.62% Reduce -1.3% 33,490 $7.8M
Prostatis Group LLC 2.26% Reduce -4.6% 33,401 $7.8M
Regions Financial Corp. 0.06% Reduce -5.8% 33,204 $7.7M
Buska Wealth Management, LLC 2.45% Reduce -8.2% 32,958 $7.7M
United Bank 3.23% Add +10.6% 32,927 $7.7M
Zullo Investment Group, Inc. 3.08% Reduce -1.3% 32,761 $7.6M
IMC-Chicago, LLC 0.21% Add +83.7% 32,739 $7.6M
Signal Advisors Wealth, LLC 0.86% Add +221.5% 32,673 $7.6M
Hobart Private Capital, LLC 1.88% Reduce -3.1% 32,638 $7.6M
One Charles Private Wealth Services, LLC 2.55% Add +0.5% 32,633 $7.6M
Trilogy Capital Inc. 0.39% Add +8.8% 32,540 $7.6M
Bokf, NA 0.13% Reduce -9.0% 33,039 $7.6M
Klingenstein Fields & Co. LP 0.30% Reduce -60.4% 32,500 $7.6M
Polianta Ltd 3.59% No change 32,300 $7.5M
Stockman Wealth Management, Inc. 1.17% Add +1.8% 32,271 $7.5M
Sequoia Financial Advisors, LLC 0.07% Add +20.7% 32,178 $7.5M
HB Wealth Management, LLC 0.08% Reduce -0.6% 31,862 $7.4M
Loudon Investment Management, LLC 4.20% Reduce -0.2% 31,788 $7.4M
Round Rock Advisors LLC 1.48% Reduce -5.6% 31,123 $7.2M
Farther Finance Advisors, LLC 0.26% Add +7.4% 31,082 $7.2M
Innealta Capital, LLC 3.53% New 31,077 $7.2M
Pinnacle Financial Partners Inc 0.15% Add +1.9% 31,025 $7.2M
Capital Planning LLC 1.89% Add +0.3% 30,914 $7.2M
Ameraudi Asset Management, Inc. 3.96% Reduce -33.7% 30,891 $7.2M
Clarus Wealth Advisors 3.56% Add +12.0% 31,520 $7.2M
Analyst IMS Investment Management Services Ltd. 0.26% Add +3.8% 30,779 $7.2M
Richmond Investment Services, LLC 4.00% — 30,610 $7.1M
Intrepid Financial Planning Group LLC 3.00% Reduce -1.2% 30,559 $7.1M
Belpointe Asset Management LLC 0.43% Add +0.6% 32,023 $7.1M
Quadcap Wealth Management, LLC 1.04% Reduce -1.9% 30,322 $7.1M
L. Roy Papp & Associates, LLP 0.82% Add +0.9% 30,227 $7.0M
Grassi Investment Management 0.60% Reduce -0.6% 30,200 $7.0M
Cavalier Investments, LLC 2.34% Add +4.7% 30,096 $7.0M
Sherman Asset Management, Inc. 6.40% — 30,087 $7.0M
Mechanics Bank Trust Department 0.93% Reduce -0.8% 30,007 $7.0M
Chevy Chase Trust Holdings, LLC 0.02% Add +444.6% 29,743 $6.9M
Crews Bank & Trust 1.16% — 29,690 $6.9M
Keel Point, LLC 0.55% Add +0.0% 29,597 $6.9M
SVB Wealth LLC 0.13% New 29,286 $6.8M
Colony Family Offices, LLC 2.12% No change 29,061 $6.8M
Altus Wealth Group LLC 2.99% Reduce -4.5% 29,055 $6.8M
WNY Asset Management, LLC 0.84% Add +12.8% 29,006 $6.7M
AdvisorNet Financial, Inc 0.56% Add +9.1% 28,945 $6.7M
WealthShield Partners, LLC 0.95% Reduce -25.6% 28,877 $6.7M
AAFMAA Wealth Management & Trust LLC 2.94% Add +1.9% 28,848 $6.7M
Cullen Capital Management, LLC 0.08% New 28,815 $6.7M
MMBG Investment Advisors Co. 0.71% Reduce -5.8% 28,690 $6.7M
Johnson Investment Counsel Inc. 0.07% Reduce -1.2% 28,662 $6.7M
Cranbrook Wealth Management, LLC 1.53% Add +0.8% 28,449 $6.6M
NorthCoast Asset Management LLC 0.03% Reduce -3.6% 28,322 $6.6M
Duncker Streett & Co. Inc. 1.22% Reduce -12.3% 28,168 $6.5M
FIL Ltd 0.01% Reduce -5.9% 28,130 $6.5M
Parsons Capital Management Inc. 0.35% Reduce -1.7% 28,086 $6.5M
Peterson Wealth Management 3.88% Add +5.5% 28,041 $6.5M
Creative Financial Designs Inc. 0.53% Add +0.8% 27,997 $6.5M
Harbour Investments, Inc. 0.19% Add +0.9% 27,966 $6.5M
Comprehensive Wealth Management, LLC 4.86% Add +13.4% 27,950 $6.5M
Foster Dykema Cabot & Partners, LLC 0.50% Reduce -0.1% 27,729 $6.4M
Financial Advocates Investment Management 0.37% Reduce -29.3% 27,676 $6.4M
BigSur Wealth Management LLC 1.83% No change 27,500 $6.4M
BlueStem Wealth Partners, LLC 0.84% — 27,422 $6.4M
Wealthcare Advisory Partners LLC 0.18% Reduce -5.4% 27,158 $6.3M
Perigon Wealth Management, LLC 0.16% Add +2.0% 27,379 $6.3M
Absolute Capital Management, LLC 3.45% Add +19.1% 26,805 $6.2M
Natixis Advisors, LLC 0.01% Add +34.1% 26,763 $6.2M
Kovack Advisors, Inc. 0.61% Add +2.1% 26,694 $6.2M
Pachira Investments Inc. 3.77% Add +8.5% 26,282 $6.2M
New Wave Wealth Advisors LLC 2.51% Add +0.4% 26,341 $6.1M
Capstone Wealth Management Group LLC 4.63% — 26,194 $6.1M
Summit Financial, LLC 0.21% Reduce -15.8% 26,076 $6.1M
WESPAC Advisors SoCal, LLC 1.36% Reduce -2.6% 25,899 $6.0M
Snowden Capital Advisors LLC 0.19% Add +3.6% 25,832 $6.0M
LYNX Capital Group Ltd. 3.45% Add +11.7% 25,773 $6.0M
Valeo Financial Advisors, LLC 0.17% Add +3.8% 25,732 $6.0M
Brookstone Capital Management 0.09% Add +2.6% 25,705 $6.0M
PFG Advisors 0.37% Add +1.3% 25,677 $6.0M
Burns J W & Co. Inc. 0.76% Reduce -2.8% 25,626 $6.0M
Fischer Investment Strategies, LLC 4.73% Reduce -8.0% 25,587 $5.9M
Financial Freedom, LLC 3.13% Reduce -1.9% 25,529 $5.9M
OneDigital Investment Advisors LLC 0.07% Add +1.9% 25,529 $5.9M
Cary Street Partners Financial LLC 0.19% — 25,436 $5.9M
K.J. Harrison & Partners Inc 0.93% Add +10.1% 25,477 $5.9M
EPG Wealth Management LLC 1.55% Reduce -4.1% 25,224 $5.9M
Destiny Capital Corp 3.55% No change 25,176 $5.9M
StoneX Group Inc. 0.32% Reduce -43.7% 25,028 $5.8M
Twin Focus Capital Partners, LLC 0.86% Add +0.7% 24,960 $5.8M
Jmac Enterprises LLC 0.91% Add +6.6% 24,923 $5.8M
O'shaughnessy Asset Management, LLC 0.05% Add +32.2% 24,788 $5.8M
Soltis Investment Advisors LLC 0.53% Reduce -8.0% 24,738 $5.8M
Bouchey Financial Group, Ltd. 0.50% Reduce -0.9% 24,651 $5.7M
Algorithmic Investment Models, LLC 4.41% Add +12.4% 24,634 $5.7M
Susquehanna International Group, LLP 0.01% Add +14.4% 24,562 $5.7M
SBI Securities Co., Ltd. 0.18% — 24,505 $5.7M
Private Advisory Group LLC 0.64% Reduce -40.9% 24,496 $5.7M
Milestone Investment Advisors LLC 1.55% Reduce -0.7% 24,492 $5.7M
Joseph P. Lucia & Associates, LLC 2.52% Reduce -2.7% 24,418 $5.7M
Avitas Wealth Management LLC 0.79% Reduce -5.3% 24,410 $5.7M
Pinnacle Associates Ltd. 0.08% Add +5.6% 24,387 $5.7M
Rockingstone Advisors LLC 2.50% Reduce -5.1% 24,348 $5.7M
Boltwood Capital Management 1.72% Add +0.3% 24,322 $5.7M
Innova Wealth Partners 3.55% Add +50.3% 24,217 $5.6M
Dodds Wealth, LLC 1.81% Add +10.8% 23,299 $5.6M
Wellington Management Group LLP 0.00% Add +5.0% 24,174 $5.6M
Wedbush Securities Inc. 0.20% Reduce -6.8% 24,134 $5.6M
Patten & Patten Inc. 0.37% Reduce -0.9% 24,113 $5.6M
CENTRAL TRUST Co 0.14% Add +0.2% 24,042 $5.6M
Horizon Financial Services, LLC 3.14% Add +28.2% 23,981 $5.6M
Laidlaw Wealth Management LLC 2.41% Add +5.6% 23,833 $5.5M
Stonebrook Private Inc. 1.45% Reduce -6.5% 23,776 $5.5M
Fiduciary Group, LLC 0.55% Add +32.0% 23,583 $5.5M
Country Trust Bank 0.14% Add +107.6% 23,508 $5.5M
Manchester Capital Management LLC 0.63% Add +2.5% 23,308 $5.4M
AdvisorShares Investments LLC 1.04% Reduce -3.5% 23,141 $5.4M
RiverGlades Family Offices LLC 3.84% Add +2.4% 23,132 $5.4M
Diversify Advisory Services, LLC 0.30% Reduce -8.4% 23,429 $5.4M
Agur Provident & Training Funds Management Ltd. 2.03% Reduce -27.9% 22,787 $5.3M
Itau Unibanco Holding S.A. 0.17% Reduce -52.5% 22,800 $5.3M
Narus Financial Partners, LLC 1.79% Add +12.1% 22,765 $5.3M
C2C Wealth Management, LLC 4.89% No change 22,685 $5.3M
Diversify Wealth Management, LLC 0.41% Add +116.1% 23,028 $5.3M
Constitution Capital LLC 2.95% Add +13.2% 22,593 $5.3M
Mathes Company, Inc. 1.92% Reduce -0.2% 22,500 $5.2M
Capital Asset Advisory Services LLC 0.26% Reduce -2.9% 22,128 $5.2M
Yelin Lapidot Holdings Management Ltd. 0.91% No change 22,430 $5.2M
Westside Investment Management, Inc. 1.10% Reduce -3.8% 22,423 $5.2M
Okabena Investment Services Inc. 1.45% Add +8.7% 22,409 $5.2M
Capital Insight Partners, LLC 0.89% Reduce -6.5% 22,215 $5.2M
Acorn Wealth Advisors, LLC 2.13% Add +0.3% 22,183 $5.2M
Financial Engines Advisors L.L.C. 0.01% Add +7.2% 22,014 $5.1M
JFS Wealth Advisors, LLC 0.35% Reduce -3.1% 21,998 $5.1M
IFG Advisory, LLC 0.29% Reduce -2.9% 21,946 $5.1M
Windsor Capital Management, LLC 1.51% Reduce -1.4% 21,861 $5.1M
Glenview Trust Co 0.10% Add +50.9% 21,816 $5.1M
Valmark Advisers, Inc. 0.08% Add +3.2% 21,752 $5.1M
Clay Northam Wealth Management, LLC 3.26% Add +1.0% 21,737 $5.1M
St. Johns Investment Management Company, LLC 2.35% Reduce -1.8% 21,723 $5.1M
Bank of Marin 3.98% Add +0.5% 21,591 $5.0M
Canton Hathaway, LLC 1.25% Add +14.5% 21,541 $5.0M
Prospera Financial Services Inc 0.11% Reduce -2.2% 21,182 $4.9M
Gallagher Fiduciary Advisors, LLC 0.96% Add +10.7% 21,119 $4.9M
First Financial Bank - Trust Division 0.46% Add +1.7% 21,113 $4.9M
Edge Capital Group, LLC 0.22% Add +181.3% 59,229 $4.9M
Caprock Group, LLC 0.16% Add +9.0% 21,042 $4.9M
Institute for Wealth Management, LLC. 0.61% Add +0.8% 21,020 $4.9M
Narwhal Capital Management 0.43% No change 21,000 $4.9M
San Luis Wealth Advisors LLC 0.92% Add +0.4% 20,915 $4.9M
Arrow Investment Advisors, LLC 4.46% No change 21,239 $4.8M
Shulman DeMeo Asset Management LLC 1.29% Reduce -0.8% 20,528 $4.8M
Regal Investment Advisors LLC 0.36% Add +16.3% 20,498 $4.8M
D.B. Root & Company, LLC 1.51% Reduce -0.3% 20,435 $4.8M
Abbot Financial Management, Inc. 2.37% Reduce -0.5% 20,433 $4.8M
10Elms LLP 5.91% — 20,271 $4.7M
Ballentine Partners, LLC 0.08% Reduce -0.2% 20,256 $4.7M
Avior Wealth Management, LLC 0.17% Add +2.0% 20,081 $4.7M
Integral Investment Advisors, Inc. 1.51% Reduce -0.7% 20,066 $4.7M
Atlas Legacy Advisors, LLC 1.13% — 20,057 $4.7M
RMR Wealth Builders 0.48% Add +0.1% 20,035 $4.7M
Donald L. Hagan, LLC 2.40% Reduce -33.3% 19,886 $4.6M
Staley Capital Advisers Inc. 0.21% Reduce -1.3% 19,882 $4.6M
Calton & Associates, Inc. 2.04% Add +59.0% 19,866 $4.6M
Tidemark, LLC 1.76% Add +3.3% 19,725 $4.6M
Pine Valley Investments Ltd Liability Co 0.30% Add +7.4% 19,723 $4.6M
Stock Yards Bank & Trust Co. 0.16% Reduce -5.9% 19,670 $4.6M
Rollins Financial Advisors, LLC 0.71% Reduce -0.6% 19,639 $4.6M
Meridian Wealth Advisors, LLC 0.75% Reduce -0.1% 19,633 $4.6M
Monument Capital Management 1.25% New 19,551 $4.5M
Bramshill Investments, LLC 0.71% Reduce -4.9% 19,548 $4.5M
Consolidated Portfolio Review Corp 0.72% Add +7.2% 19,521 $4.5M
Signet Financial Management, LLC 0.58% Add +2.1% 19,506 $4.5M
DRW Securities, LLC 0.31% Reduce -79.2% 19,499 $4.5M
Clearstead Advisors, LLC 0.07% Add +18.9% 19,499 $4.5M
Whittier Trust Co. 0.06% Reduce -28.4% 19,431 $4.5M
Capital Investment Counsel, LLC 0.75% Add +16.5% 19,343 $4.5M
IFC Advisors LLC 0.98% — 19,327 $4.5M
Heritage Wealth Advisors 0.22% No change 19,316 $4.5M
Savant Capital, LLC 0.04% Add +2.5% 19,280 $4.5M
Ieq Capital, LLC 0.04% Add +1.5% 19,246 $4.5M
Colton Groome Financial Advisors, LLC 1.71% Add +39.2% 19,190 $4.5M
American Money Management, LLC 0.87% Add +4.2% 19,102 $4.4M
IronBridge Private Wealth, LLC 1.63% Reduce -3.7% 19,049 $4.4M
Mill Creek Capital Advisors, LLC 0.11% Add +0.1% 18,999 $4.4M
Modern Wealth Management, LLC 0.16% Add +27.4% 18,993 $4.4M
Williams Jones Wealth Management, LLC. 0.05% Add +0.6% 18,974 $4.4M
Alterna Wealth Management, Inc. 3.71% Reduce -2.4% 18,929 $4.4M
Vivid Wealth Management, LLC 2.21% Add +0.3% 18,747 $4.4M
Caldwell Trust Co 0.45% Add +0.6% 18,709 $4.4M
Geneos Wealth Management Inc. 0.15% Reduce -4.3% 18,625 $4.3M
Virtu Financial LLC 0.23% Reduce -65.7% 18,614 $4.3M
Pacific Sun Financial Corp 2.35% Add +1.3% 18,544 $4.3M
PFG Investments, LLC 0.27% Add +4.7% 18,526 $4.3M
KKM Financial LLC 1.79% Add +197.4% 18,575 $4.3M
Cubist Systematic Strategies, LLC 0.07% New 18,479 $4.3M
Ledyard National Bank 0.40% Reduce -2.5% 18,452 $4.3M
PMG Wealth Management, Inc. 3.90% — 18,446 $4.3M
Abound Financial, LLC 2.17% — 18,425 $4.3M
UNIVEST FINANCIAL Corp 0.27% Add +112.3% 18,404 $4.3M
World Investment Advisors 0.12% Add +53.0% 18,383 $4.3M
CreativeOne Wealth, LLC 0.13% Add +7.6% 18,296 $4.3M
Choreo, LLC 0.06% Reduce -1.4% 18,150 $4.2M
Evanson Asset Management, LLC 0.29% Reduce -0.5% 18,228 $4.2M
5th Street Advisors, LLC 2.16% Add +3.1% 17,897 $4.2M
KFA Private Wealth Group, LLC 1.74% Add +47.0% 17,876 $4.2M
Deutsche Bank AG 0.00% Add +97.0% 17,812 $4.1M
One Wealth Map LLC 2.51% Reduce -0.7% 17,618 $4.1M
TD Private Client Wealth LLC 0.12% Add +6.6% 17,791 $4.1M
Perennial Investment Advisors, LLC 0.49% Add +1.3% 17,777 $4.1M
Fingerlakes Wealth Management, Inc. 3.34% Add +26.9% 17,774 $4.1M
Bryn Mawr Trust Advisors, LLC 0.22% Reduce -5.8% 17,734 $4.1M
Jaffetilchin Investment Partners, LLC 0.30% Reduce -2.5% 17,726 $4.1M
Laurel Wealth Advisors LLC 0.64% Reduce -1.6% 17,721 $4.1M
NBT Bank, N.A. 0.29% Reduce -2.8% 17,644 $4.1M
Plimoth Trust Co. LLC 1.05% Reduce -8.5% 17,585 $4.1M
NDWM LLC 3.42% Reduce -5.7% 17,572 $4.1M
Forbes Financial Planning, Inc. 1.98% Reduce -0.6% 17,562 $4.1M
Cresta Advisors, Ltd. 2.12% No change 17,967 $4.1M
Parallel Advisors, LLC 0.09% Add +10.5% 17,421 $4.1M
Penserra Capital Management LLC 0.07% New 17,361 $4.0M
Fulcrum Equity Management 3.99% Add +4.9% 17,331 $4.0M
Afg Fiduciary Services Limited Partnership 2.81% Reduce -5.5% 17,020 $4.0M
Cornerstone Wealth Management, LLC 0.27% Add +1.2% 16,940 $3.9M
Kingstone Capital Partners Texas, LLC 3.20% — 16,934 $3.9M
Sigma Investment Counselors Inc. 0.23% Add +30.9% 16,871 $3.9M
Financial Insights, Inc. 1.50% Add +3.1% 16,715 $3.9M
Magnus Financial Group LLC 0.37% Add +10.6% 16,639 $3.9M
Lindbrook Capital, LLC 0.35% Reduce -2.9% 16,588 $3.9M
Ring Mountain Capital, LLC 2.58% — 16,580 $3.9M
Cornerstone National Bank & Trust Co 1.76% Add +2.2% 16,473 $3.8M
Flow Traders U.S. LLC 0.15% Reduce -73.8% 16,462 $3.8M
Apollon Wealth Management, LLC 0.09% Add +3.7% 16,459 $3.8M
Successful Portfolios LLC 2.56% Reduce -0.6% 16,447 $3.8M
Chicago Partners Investment Group LLC 0.13% Add +1.3% 16,320 $3.8M
Realta Investment Advisors 1.56% Reduce -8.6% 16,186 $3.8M
Compound Planning, Inc. 0.19% Add +176.5% 16,399 $3.8M
Atticus Wealth Management, LLC 1.18% Reduce -1.7% 16,378 $3.8M
CenterStar Asset Management, LLC 8.35% New 16,365 $3.8M
Butensky & Cohen Financial Security, Inc. 1.19% Reduce -0.1% 16,335 $3.8M
Ally Invest Advisors Inc. 0.33% Add +11.6% 16,332 $3.8M
Patton Albertson Miller Group, LLC 0.50% No change 16,160 $3.8M
Tompkins Financial Corp. 0.35% Add +0.6% 16,160 $3.8M
Strategic Advisors LLC 0.68% Add +23.3% 16,145 $3.8M
Kane Investment Management, Inc. 2.09% — 16,121 $3.7M
Csenge Advisory Group 0.20% Add +1.6% 16,114 $3.7M
GAMCO Investors 0.04% No change 16,060 $3.7M
Spreng Capital Management, Inc. 1.66% Add +2.3% 16,027 $3.7M
SMART Wealth LLC 1.32% Add +45.5% 15,970 $3.7M
Moneco Advisors, LLC 0.39% Add +81.9% 15,711 $3.7M
Exchange Capital Management, Inc. 0.58% Reduce -2.5% 15,669 $3.6M
Alliancebernstein L.P. 0.00% Reduce -70.5% 15,657 $3.6M
Redwood Financial Network Corp 2.71% Add +0.6% 15,639 $3.6M
FF Advisors,LLC 2.48% No change 15,136 $3.6M
Mezzasalma Advisors, LLC 1.16% Add +6.6% 15,468 $3.6M
First Citizens Bank & Trust Co. 0.07% Add +0.4% 15,427 $3.6M
Mission Wealth Management, LP 0.09% Add +0.8% 15,424 $3.6M
Lyell Wealth Management, LP 0.32% Add +11.3% 15,408 $3.6M
Townsquare Capital LLC 0.04% Add +16.8% 15,357 $3.6M
Arlington Capital Management, Inc. 2.47% Reduce -4.8% 15,345 $3.6M
Corrado Advisors, LLC 2.32% Add +3.8% 15,332 $3.6M
Crestwood Advisors Group, LLC 0.07% Add +9.2% 15,310 $3.6M
Ehrlich Financial Group 2.51% Reduce -9.0% 15,214 $3.5M
One River Asset Management, LLC 5.28% Reduce -1.6% 15,039 $3.5M
Capital Investment Advisory Services, LLC 0.34% Add +0.3% 15,152 $3.5M
TAP Consulting, LLC 0.72% Reduce -7.4% 15,148 $3.5M
Aua Capital Management, LLC 2.25% No change 15,067 $3.5M
Hurley Capital, LLC 2.80% — 14,755 $3.5M
Gold Investment Management Ltd. 1.46% Reduce -2.8% 14,908 $3.5M
PCG Asset Management, LLC 3.03% — 14,878 $3.5M
Investment Advisory Services Inc. /TX 1.21% Reduce -0.5% 14,755 $3.4M
Keudell/Morrison Wealth Management 0.89% No change 14,748 $3.4M
Vertex Planning Partners, LLC 0.76% Reduce -63.0% 14,733 $3.4M
Yoder Wealth Management, Inc. 1.89% Add +5.0% 14,725 $3.4M
International Assets Investment Management, LLC 0.29% New 14,743 $3.4M
Fiduciary Trust Co 0.05% Add +4.1% 14,677 $3.4M
NorthRock Partners, LLC 0.11% Reduce -13.1% 14,648 $3.4M
LifeSteps Financial, Inc. 2.61% Reduce -5.0% 14,646 $3.4M
Elk River Wealth Management LLC 0.61% Add +0.6% 14,539 $3.4M
NewEdge Wealth, LLC 0.06% Reduce -71.2% 14,509 $3.4M
MKT Advisors LLC 1.47% Add +3.8% 14,392 $3.4M
Wedmont Private Capital 0.18% Add +2.4% 14,725 $3.4M
Van Cleef Asset Management,Inc 0.37% Add +2.3% 14,440 $3.4M
Kingswood Wealth Advisors, LLC 0.25% Add +43.4% 14,398 $3.3M
World Equity Group, Inc. 0.72% Add +74.0% 14,368 $3.3M
Fortis Capital Advisors, LLC 1.14% No change 15,132 $3.3M
Sharkey, Howes & Javer 0.47% Reduce -12.3% 14,324 $3.3M
NFSG Corp 0.85% Add +48.9% 14,297 $3.3M
E&G Advisors, LLC 0.90% Add +4.4% 14,253 $3.3M
Sequent Planning LLC 1.21% Add +33.5% 14,217 $3.3M
Strategic Financial Partners, Ltd. 1.68% Add +8.3% 14,178 $3.3M
Legacy Private Trust Co. 0.21% Add +7.3% 14,119 $3.3M
Ibex Wealth Advisors 0.39% New 14,118 $3.3M
Bay Capital Advisors, LLC 2.64% — 14,117 $3.3M
Kagan Cocozza Asset Management 2.72% — 14,073 $3.3M
Sendero Wealth Management, LLC 0.49% No change 14,021 $3.3M
Blue Zone Wealth Advisors, LLC 0.94% Add +0.1% 13,998 $3.3M
Koss-Olinger Consulting, LLC 0.28% Reduce -3.8% 13,966 $3.2M
Silver Oak Securities, Incorporated 0.30% Add +17.4% 13,810 $3.2M
Crew Capital Management, Ltd 2.67% Reduce -5.7% 13,850 $3.2M
Peddock Capital Advisors, LLC 0.77% Add +1.0% 13,845 $3.2M
Koshinski Asset Management, Inc. 0.28% Reduce -0.1% 13,836 $3.2M
Ames National Corp. 2.15% — 13,745 $3.2M
Wesbanco Bank Inc. 0.11% No change 13,744 $3.2M
Dumont & Blake Investment Advisors LLC 0.86% Add +3.4% 13,722 $3.2M
Sax Wealth Advisors, LLC 0.25% Reduce -2.8% 13,680 $3.2M
Roberts Wealth Advisors, LLC 0.96% Reduce -15.4% 13,601 $3.2M
Cerro Pacific Wealth Advisors LLC 1.04% Reduce -10.5% 13,936 $3.1M
Hudson Value Partners, LLC 1.16% Add +5.7% 13,382 $3.1M
RVW Wealth, LLC 0.29% No change 13,397 $3.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.46% Add +1.1% 13,383 $3.1M
Point Windward Advisors Inc. 1.16% Add +4.2% 13,378 $3.1M
Wealthspire Advisors, LLC 0.03% Add +4.8% 13,368 $3.1M
Acropolis Investment Management, LLC 0.18% Reduce -6.0% 13,297 $3.1M
First Business Financial Services, Inc. 0.31% No change 13,285 $3.1M
Flagstar Securities, Inc. 0.77% Add +6.8% 13,281 $3.1M
David J Yvars Group 1.88% Add +1.1% 13,254 $3.1M
JMG Financial Group, Ltd. 0.10% Add +0.6% 13,110 $3.0M
Fidelis Capital Partners, LLC 0.30% Reduce -3.8% 13,351 $3.0M
GPS Wealth Strategies Group, LLC 0.39% Reduce -2.2% 13,024 $3.0M
Retirement Planning Group, LLC 0.15% Add +19.6% 12,968 $3.0M
Appleton Partners Inc. 0.22% Add +24.7% 12,960 $3.0M
Clarity Capital Partners LLC 1.55% Reduce -0.9% 12,891 $3.0M
Pure Financial Advisors, LLC 0.07% Reduce -2.3% 12,768 $3.0M
Evoke Wealth, LLC 0.08% No change 12,745 $3.0M
Mgo One Seven LLC 0.11% Reduce -1.5% 12,709 $3.0M
Retirement Income Solutions, Inc. 0.60% No change 12,700 $3.0M
Dorsey Wright & Associates 0.70% Reduce -1.8% 12,605 $2.9M
L.M. Kohn & Company 0.76% Add +3.0% 12,599 $2.9M
Farmers & Merchants Trust Co of Chambersburg PA 1.10% Add +7.1% 12,524 $2.9M
Managed Asset Portfolios, LLC 0.43% New 12,497 $2.9M
Arrow Financial Corp 0.27% Reduce -12.9% 12,428 $2.9M
Smartleaf Asset Management LLC 0.29% Add +22.8% 12,287 $2.9M
Fisher Asset Management 0.00% Add +23.7% 12,373 $2.9M
FineMark National Bank & Trust 0.10% Reduce -0.7% 12,335 $2.9M
Sentinel Trust Co. Lba 0.33% No change 12,308 $2.9M
Marcum Wealth, LLC 0.25% Add +29.7% 12,235 $2.8M
Ingalls & Snyder LLC 0.11% Reduce -3.5% 12,201 $2.8M
Harbour Trust & Investment Management Co 0.32% Add +1.0% 12,195 $2.8M
Fagan Associates, Inc. 0.45% Reduce -0.5% 12,163 $2.8M
Investor's Fiduciary Advisor Network, LLC 1.08% — 12,142 $2.8M
111 Capital 0.59% — 12,096 $2.8M
Solutions 4 Wealth, Ltd 5.09% Add +1.4% 12,083 $2.8M
Donaldson Capital Management, LLC 0.11% Add +5.7% 12,080 $2.8M
Trifecta Capital Advisors, LLC 0.55% Reduce -3.6% 12,066 $2.8M
Cassaday & Co Wealth Management LLC 0.08% Reduce -1.2% 12,065 $2.8M
Everstar Asset Management, LLC 1.98% Add +2.6% 12,035 $2.8M
Sonata Capital Group Inc. 1.15% Reduce -0.3% 11,995 $2.8M
Lionshead Wealth Management, LLC 2.01% — 11,940 $2.8M
1834 Investment Advisors Co. 0.35% Reduce -0.7% 11,929 $2.8M
Global View Capital Management LLC 0.97% — 11,953 $2.8M
Elm Partners Management LLC 0.19% Add +73.9% 11,911 $2.8M
Cape Ann Savings Bank 1.63% Reduce -8.6% 11,894 $2.8M
Wilmington Savings Fund Society, FSB 0.05% Add +1.5% 11,882 $2.8M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 9.14% Reduce -36.0% 11,886 $2.8M
LCNB Corp. 1.00% No change 11,790 $2.7M
Atlas Private Wealth Advisors 0.39% Reduce -6.9% 11,782 $2.7M
Herbst Group, LLC 1.70% Add +1.7% 11,749 $2.7M
SeaBridge Investment Advisors LLC 0.57% New 11,711 $2.7M
CPA Asset Management Group, LLC 1.26% Reduce -0.3% 11,705 $2.7M
Haverford Trust Co 0.03% Add +1.7% 11,690 $2.7M
Segment Wealth Management, LLC 0.18% No change 11,655 $2.7M
Moulton Wealth Management, Inc. 2.08% Add +407.3% 11,648 $2.7M
Dai-ichi Life Holdings, Inc. 2.97% Add +35.7% 11,400 $2.7M
German American Bancorp, Inc. 0.28% Add +62.9% 11,497 $2.7M
Heartwood Wealth Advisors LLC 0.30% Reduce -1.0% 11,490 $2.7M
Aptus Capital Advisors, LLC 0.03% Add +116.7% 11,383 $2.6M
Channel Wealth LLC 0.86% Add +13.9% 11,319 $2.6M
Bragg Financial Advisors, Inc 0.11% Add +7.6% 11,278 $2.6M
BluePointe Capital Management, LLC 1.50% Add +4.6% 11,264 $2.6M
Focus Partners Advisor Solutions, LLC 0.04% Add +30.2% 11,250 $2.6M
Pettyjohn, Wood & White, Inc. 0.48% Add +2.0% 11,240 $2.6M
Fort Point Capital Partners LLC 0.29% Add +0.9% 11,219 $2.6M
Finley Financial, LLC 1.36% — 11,230 $2.6M
Ranch Capital Advisors Inc. 1.23% Reduce -1.4% 11,219 $2.6M
Shelton Capital Management 0.06% Reduce -2.8% 11,211 $2.6M
Leslie Global Wealth, LLC 1.21% Add +1.3% 11,200 $2.6M
HSBC Holdings PLC 0.00% Reduce -63.6% 11,189 $2.6M
Sunbelt Securities, Inc. 0.23% Reduce -14.0% 11,099 $2.6M
North Star Investment Management Corp. 0.18% Add +3.3% 11,190 $2.6M
Cladis Investment Advisory, LLC 1.84% Add +8.7% 11,156 $2.6M
Interactive Financial Advisors, Inc. 1.36% Add +10.0% 11,150 $2.6M
Capital Analysts, LLC 0.10% Add +1.1% 11,144 $2.6M
Flputnam Investment Management Co. 0.05% Add +5.5% 11,139 $2.6M
PKS Advisory Services, LLC 0.65% — 11,138 $2.6M
Vista Finance, LLC 2.66% New 11,134 $2.6M
AQR Capital Management 0.00% Add +16.3% 11,124 $2.6M
Manhattan West Asset Management, LLC 0.70% Add +42.9% 11,084 $2.6M
Johnson Financial Group, Inc. 0.12% Add +1.9% 11,122 $2.6M
Hill Island Financial LLC 0.75% Reduce -0.9% 10,991 $2.6M
Ashton Thomas Securities, LLC 0.70% Add +9.4% 10,912 $2.5M
Rehmann Capital Advisory Group 0.16% Add +27.6% 11,046 $2.5M
First National Trust Co 0.10% Reduce -0.9% 10,887 $2.5M
Cullen/Frost Bankers, Inc. 0.03% Reduce -3.9% 10,871 $2.5M
Wall Street Financial Group, Inc. 2.47% Reduce -6.1% 10,870 $2.5M
Cornerstone Advisory, LLC 0.29% Add +3.6% 10,523 $2.5M
Headlands Technologies LLC 0.25% Add +159.6% 10,848 $2.5M
Colonial River Investments, LLC 1.22% Add +6.7% 10,831 $2.5M
Access Financial Services, Inc. 1.12% Reduce -2.5% 10,806 $2.5M
Lion Street Advisors, LLC 0.80% Add +6.3% 10,795 $2.5M
Whittier Trust Co. of Nevada Inc. 0.06% Add +2.4% 10,774 $2.5M
Bank of Nova Scotia 0.00% Reduce -7.3% 10,714 $2.5M
WCG Wealth Advisors LLC 0.16% Reduce -11.2% 10,700 $2.5M
Rwa Wealth Partners, LLC 0.03% Add +5.6% 10,657 $2.5M
Capital Advisors Inc. 0.05% Add +0.9% 10,650 $2.5M
Strategic Blueprint, LLC 0.15% Add +9.3% 10,578 $2.5M
Encompass More Asset Management 0.81% Reduce -47.6% 10,561 $2.5M
SIH Partners, LLLP 0.17% New 10,543 $2.5M
Summit Trail Advisors, LLC 0.09% Add +4.6% 10,532 $2.4M
Centennial Bank 1.15% No change 10,532 $2.4M
Richard W. Paul & Associates, LLC 0.88% Reduce -4.2% 10,439 $2.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.19% Add +9.1% 10,299 $2.4M
USAdvisors Wealth Management, LLC 0.78% Reduce -0.2% 10,299 $2.4M
Laraway Financial Advisors Inc 1.83% Reduce -2.3% 10,241 $2.4M
Lynch & Associates 0.52% No change 10,224 $2.4M
Sheaff Brock Investment Advisors, LLC 0.21% Add +13.7% 10,191 $2.4M
Private Portfolio Partners LLC 0.43% Add +1.4% 10,159 $2.4M
Forum Financial Management, LP 0.04% Add +4.1% 10,142 $2.4M
Keystone Financial Group 0.23% Add +50.2% 10,129 $2.4M
SeaCrest Wealth Management, LLC 0.25% Add +5.1% 10,073 $2.3M
BlackDiamond Wealth Management, LLC 1.35% Reduce -0.3% 10,030 $2.3M
Adirondack Trust Co. 0.89% Add +0.1% 10,022 $2.3M
Verum Partners LLC 0.67% Add +4.2% 10,020 $2.3M
Mattern Wealth Management LLC 0.51% Reduce -6.1% 9,982 $2.3M
Mountain Hill Investment Partners Corp. 2.36% — 9,956 $2.3M
WASHINGTON TRUST Co 0.08% Reduce -1.7% 9,955 $2.3M
McHugh Group, LLC 1.75% — 9,932 $2.3M
Balboa Wealth Partners 0.53% Reduce -2.2% 9,925 $2.3M
Rothschild Wealth LLC 0.67% Reduce -29.5% 9,914 $2.3M
Agate Pass Investment Management, LLC 1.04% Add +27.1% 9,914 $2.3M
Clark Financial Services Group Inc. 1.74% New 9,807 $2.3M
Private Trust Co. NA 0.23% Add +1.8% 9,785 $2.3M
Strategy Asset Managers LLC 0.44% Add +8.0% 9,784 $2.3M
Objective Capital Management, LLC 1.52% Reduce -13.9% 9,779 $2.3M
Mission Creek Capital Partners, Inc. 0.49% Reduce -1.8% 9,735 $2.3M
Braun-Bostich & Associates Inc. 1.63% Reduce -1.8% 9,728 $2.3M
LVM Capital Management Ltd. 0.24% Reduce -3.6% 9,720 $2.3M
Disciplined Investors, L.L.C. 2.16% — 9,859 $2.2M
Verdence Capital Advisors LLC 0.18% Add +0.9% 9,631 $2.2M
Wellspring Financial Advisors, LLC 0.23% New 9,615 $2.2M
Future Financial Wealth Managment LLC 1.63% Add +4.0% 9,572 $2.2M
MTM Investment Management, LLC 0.85% Reduce -1.6% 9,545 $2.2M
Pitcairn Co. 0.13% Reduce -20.8% 9,534 $2.2M
Seven Springs Wealth Group, LLC 0.84% No change 9,512 $2.2M
Insigneo Advisory Services, LLC 0.23% Reduce -54.1% 9,509 $2.2M
Sapient Capital LLC 0.04% Add +114.4% 9,492 $2.2M
Brighton Jones LLC 0.06% Add +21.6% 9,477 $2.2M
Exencial Wealth Advisors, LLC 0.08% Reduce -1.8% 9,465 $2.2M
Good Life Advisors, LLC 0.16% Add +12.8% 9,401 $2.2M
Financial Sense Advisors, Inc. 0.73% Add +3.5% 9,388 $2.2M
Saxon Interests, Inc. 0.96% Reduce -0.6% 9,374 $2.2M
Moss Adams Wealth Advisors LLC 0.23% Reduce -10.3% 9,355 $2.2M
jvl associates llc 0.82% Add +0.0% 9,308 $2.2M
Mma Asset Management LLC 0.95% Reduce -60.8% 9,305 $2.2M
Chilton Capital Management LLC 0.09% Reduce -11.4% 9,275 $2.2M
Fifth Third Wealth Advisors LLC 0.12% Add +6.6% 9,272 $2.2M
Ancora Advisors LLC 0.05% Add +4.4% 9,261 $2.2M
Waterloo Capital, L.P. 0.23% Add +7.5% 9,256 $2.2M
Moneta Group Investment Advisors LLC 0.03% Add +7.0% 9,234 $2.1M
Searle & Co. 0.62% Add +13.2% 9,165 $2.1M
JSF Financial, LLC 0.57% Reduce -12.7% 9,142 $2.1M
Verus Capital Partners, LLC 0.20% Add +5.7% 9,078 $2.1M
Novare Capital Management LLC 0.18% Reduce -2.0% 9,061 $2.1M
Watts Gwilliam & Co., LLC 0.44% Add +0.8% 8,994 $2.1M
First Heartland Consultants, Inc. 0.21% Reduce -6.4% 8,979 $2.1M
Claro Advisors Inc. 0.28% Reduce -22.5% 8,928 $2.1M
Principal Securities, Inc. 0.05% Reduce -0.4% 8,917 $2.1M
Avantax Planning Partners, Inc. 0.07% Add +0.0% 8,855 $2.1M
Prosperity Wealth Management, Inc. 0.85% Reduce -15.6% 8,837 $2.1M
Empower Advisory Group, LLC 0.01% Add +7.7% 8,807 $2.0M
Wealthgarden F.S. LLC 1.91% Add +7.8% 8,766 $2.0M
Syon Capital LLC 0.18% Reduce -0.3% 8,716 $2.0M
Acima Private Wealth, LLC 0.68% No change 8,701 $2.0M
Blue Chip Partners, LLC 0.17% Add +9.5% 8,613 $2.0M
Moors & Cabot, Inc. 0.10% Add +11.3% 8,598 $2.0M
QRG Capital Management, Inc. 0.02% Add +15.7% 8,588 $2.0M
City Holding Co. 0.28% Reduce -3.5% 8,575 $2.0M
DDD Partners, LLC 0.24% Add +1.6% 8,564 $2.0M
Principle Wealth Partners LLC 0.14% Add +0.7% 8,529 $2.0M
Avidian Wealth Enterprises, LLC 0.09% Add +0.0% 8,524 $2.0M
Greenleaf Trust 0.02% No change 8,504 $2.0M
Natixis 0.01% Add +9.3% 8,500 $2.0M
Parkside Advisors LLC 0.46% Reduce -0.5% 8,464 $2.0M
Glass Jacobson Investment Advisors llc 0.64% Reduce -0.8% 8,419 $2.0M
EverSource Wealth Advisors, LLC 0.11% Add +135.4% 8,410 $2.0M
Arete Wealth Advisors, LLC 0.14% Reduce -6.2% 8,392 $2.0M
Patriot Financial Group Insurance Agency, LLC 0.26% Reduce -0.1% 8,401 $2.0M
Baron Silver Stevens Financial Advisors, LLC 0.33% Add +1.1% 8,342 $1.9M
Berger Financial Group, Inc 0.13% Reduce -0.0% 8,312 $1.9M
Heritage Oak Wealth Advisors LLC 0.92% Reduce -68.5% 8,266 $1.9M
Equitable Trust Co. 0.11% Reduce -0.9% 8,266 $1.9M
Wealthedge Investment Advisors, LLC 0.86% — 8,232 $1.9M
XML Financial, LLC 0.18% Reduce -0.7% 8,222 $1.9M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.39% Add +21.5% 8,200 $1.9M
OneAscent Financial Services LLC 0.16% New 8,201 $1.9M
Meridian Wealth Management, LLC 0.09% Add +3.1% 8,154 $1.9M
Capital Advisors, Ltd. LLC 0.24% Add +1.6% 8,144 $1.9M
Per Stirling Capital Management, LLC. 0.27% Add +193.6% 8,106 $1.9M
Arcadia Wealth Management, Inc. 1.60% — 8,086 $1.9M
Foguth Wealth Management, LLC. 0.49% Reduce -23.5% 7,806 $1.9M
Golden State Wealth Management, LLC 0.28% — 7,964 $1.9M
AlphaQ Advisors LLC 5.06% Add +8.6% 7,953 $1.8M
Salem Investment Counselors Inc. 0.06% Add +0.1% 7,903 $1.8M
M3 Advisory Group, LLC 1.32% Reduce -0.7% 7,902 $1.8M
Chicago Wealth Management, Inc. 0.95% Add +49.7% 7,881 $1.8M
Rappaport Reiches Capital Management, LLC 0.47% Add +0.2% 7,837 $1.8M
Correct Capital Wealth Management 0.36% Reduce -0.6% 7,828 $1.8M
SkyView Investment Advisors, LLC 0.29% No change 7,790 $1.8M
Oxinas Partners, LLC 1.06% Reduce -1.8% 7,769 $1.8M
Sharper & Granite LLC 0.79% Add +18.7% 7,740 $1.8M
MAS Advisors LLC 3.00% New 7,699 $1.8M
Paragon Financial Partners, Inc. 1.33% Reduce -6.0% 7,620 $1.8M
Pinnacle Wealth Management Advisory Group, LLC 0.17% Add +24.4% 7,588 $1.8M
Black Diamond Financial, LLC 0.26% No change 7,587 $1.8M
Advisor OS, LLC 0.20% Reduce -76.0% 7,563 $1.8M
Auxano Advisors, LLC 0.44% No change 7,530 $1.8M
McGuire Investment Group, LLC 0.25% Reduce -0.8% 7,481 $1.7M
Monetary Management Group Inc. 0.45% Add +10.7% 7,475 $1.7M
Mizuho Markets Americas LLC 0.03% New 7,450 $1.7M
Bradley Foster & Sargent Inc. 0.03% Add +0.1% 7,437 $1.7M
Parr McKnight Wealth Management Group, LLC 0.25% — 7,430 $1.7M
Noesis Capital Mangement Corp. 0.33% Reduce -0.9% 7,414 $1.7M
United Advisor Group, LLC 0.34% Reduce -4.3% 7,407 $1.7M
Peoples Bank 1.19% Reduce -1.1% 7,388 $1.7M
Optas, LLC 0.37% Reduce -1.8% 7,358 $1.7M
ProVise Management Group, LLC 0.15% Reduce -65.1% 7,353 $1.7M
Bleakley Financial Group, LLC 0.05% Reduce -1.5% 7,345 $1.7M
Argent Trust Co 0.07% Add +11.6% 7,344 $1.7M
Fragasso Financial Advisors Inc 0.13% Add +0.1% 7,344 $1.7M
West Coast Financial LLC 0.19% Reduce -1.8% 7,340 $1.7M
Country Club Bank 0.11% Add +1.9% 7,270 $1.7M
Nova Wealth Management, Inc. 1.47% — 7,281 $1.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Reduce -3.1% 7,264 $1.7M
Powers Capital, LLC 0.88% — 7,195 $1.7M
Strategic Wealth Partners, Ltd. 0.14% Reduce -82.3% 6,970 $1.7M
Zacks Investment Management 0.02% Reduce -8.9% 7,105 $1.7M
Crewe Advisors LLC 0.23% Reduce -2.3% 7,098 $1.7M
Tradition Wealth Management, LLC 0.14% Reduce -0.3% 7,071 $1.6M
Busey Bank 0.05% Reduce -0.3% 7,049 $1.6M
Global Assets Advisory, LLC 0.90% Reduce -2.1% 7,031 $1.6M
Jackson, Grant Investment Advisers, Inc. 0.63% Add +0.2% 7,012 $1.6M
Earned Wealth Advisors, LLC 0.52% No change 7,007 $1.6M
Gilliland Jeter Wealth Management LLC 0.55% No change 6,991 $1.6M
626 Financial, LLC 0.87% Reduce -5.4% 6,975 $1.6M
Certified Advisory Corp 0.18% Reduce -0.5% 6,972 $1.6M
Tanglewood Wealth Management, Inc. 0.19% Add +64.8% 6,963 $1.6M
Modera Wealth Management, LLC 0.02% Add +27.3% 6,951 $1.6M
Whalerock Point Partners, LLC 0.39% No change 6,950 $1.6M
Bangor Savings Bank 0.15% Reduce -2.9% 6,919 $1.6M
Bawa N Mallick Trust 0.70% — 6,900 $1.6M
Swmg, LLC 0.64% Add +9.5% 6,643 $1.6M
Cabana LLC 7.91% Add +2.9% 6,870 $1.6M
Jacobi Capital Management LLC 0.12% Reduce -1.7% 6,868 $1.6M
Armor Investment Advisors, LLC 0.66% No change 6,859 $1.6M
Menard Financial Group LLC 0.95% Reduce -0.0% 6,828 $1.6M
Sentinel Pension Advisors, LLC 0.29% Reduce -7.0% 6,813 $1.6M
Ifrah Financial Services, Inc. 0.44% Reduce -1.4% 6,791 $1.6M
Vanguard Group Inc. 0.00% Reduce -2.4% 6,766 $1.6M
Dorsey & Whitney Trust CO LLC 0.09% No change 6,757 $1.6M
Byrne Financial Freedom, LLC 0.70% — 6,724 $1.6M
Davis R M Inc. 0.03% Add +14.9% 6,713 $1.6M
Neuberger Berman Group LLC 0.00% Reduce -2.3% 6,707 $1.6M
Vista Investment Management 0.59% Reduce -1.8% 6,671 $1.6M
Fulton Breakefield Broenniman LLC 0.11% Add +0.9% 6,630 $1.5M
Ausdal Financial Partners, Inc. 0.13% Add +24.9% 6,629 $1.5M
First National Bank of Mount Dora, Trust Investment Services 0.36% Add +1.9% 6,566 $1.5M
United Community Bank 0.59% No change 6,559 $1.5M
Bank of New Hampshire 0.39% No change 6,555 $1.5M
DT Investment Partners, LLC 0.13% No change 6,510 $1.5M
Phillips Wealth Planners LLC 1.51% Add +2.4% 6,616 $1.5M
Aventura Private Wealth, LLC 0.81% — 6,502 $1.5M
Columbus Macro, LLC 0.21% Add +13.2% 6,488 $1.5M
Caisse de depot et placement du Quebec 0.00% New 6,479 $1.5M
Blueprint Investment Partners LLC 0.24% Add +221.7% 6,440 $1.5M
Dale Q Rice Investment Management Ltd 0.66% — 6,432 $1.5M
Sand Hill Global Advisors, LLC 0.06% Reduce -1.2% 6,394 $1.5M
IAM Advisory, LLC 0.38% Reduce -1.8% 6,367 $1.5M
Polymer Capital Management (HK) LTD 0.26% Add +55.3% 6,366 $1.5M
Mairs & Power Inc. 0.01% Add +3.5% 6,359 $1.5M
Occidental Asset Management, LLC 0.23% Reduce -14.2% 6,353 $1.5M
Flywheel Private Wealth LLC 1.35% — 6,331 $1.5M
Hilltop National Bank 0.44% No change 6,327 $1.5M
Beacon Bank & Trust 0.34% No change 6,303 $1.5M
Americana Partners, LLC 0.06% Reduce -1.4% 6,287 $1.5M
KDK Private Wealth Management, LLC 1.51% — 6,251 $1.5M
Zhang Financial LLC 0.08% Add +0.2% 6,229 $1.4M
W.G. Shaheen & Associates DBA Whitney & Co 0.15% Add +6.0% 6,222 $1.4M
Wealth Advisory Solutions, LLC 0.40% Reduce -2.2% 6,191 $1.4M
Madden Advisory Services, Inc. 0.67% Reduce -4.4% 6,187 $1.4M
Castleview Partners, LLC 0.77% Reduce -6.6% 6,201 $1.4M
Saxony Capital Management, LLC 1.26% Add +96.0% 6,174 $1.4M
North Star Asset Management Inc. 0.06% Reduce -35.4% 6,147 $1.4M
First Pacific Financial 0.33% Add +205.9% 6,142 $1.4M
Moloney Securities Asset Management, LLC 0.19% Reduce -7.0% 6,118 $1.4M
CHICAGO TRUST Co NA 0.26% Add +8.0% 6,054 $1.4M
Wealth Architects, LLC 0.16% New 6,037 $1.4M
Wilson & Boucher Capital Management, LLC 0.99% Add +2.7% 6,035 $1.4M
Maltin Wealth Management, Inc. 0.69% Add +0.9% 6,021 $1.4M
True Vision MN LLC 0.83% Add +502.0% 6,002 $1.4M
Robinson Value Management, Ltd. 0.92% Add +3.2% 5,977 $1.4M
Acorns Advisers, LLC 0.01% Add +31.5% 5,939 $1.4M
Legacy Capital Group California, Inc. 0.42% Add +40.3% 5,931 $1.4M
Signaturefd, LLC 0.03% Reduce -3.9% 5,931 $1.4M
Accurate Wealth Management, LLC 0.26% Reduce -0.8% 6,005 $1.4M
Aureus Asset Management, LLC 0.09% No change 5,906 $1.4M
Townsend Asset Management Corp. /NC/ 0.50% Reduce -0.9% 5,903 $1.4M
Tudor Investment Corporation 0.01% Add +2.6% 5,900 $1.4M
Legacy Edge Advisors, LLC 0.22% Add +0.1% 5,811 $1.4M
Raab & Moskowitz Asset Management LLC 0.33% Reduce -0.2% 5,853 $1.4M
Wealthspire Retirement, LLC 0.11% Add +2.8% 5,813 $1.4M
Independent Wealth Network Inc. 0.55% Add +0.3% 5,786 $1.3M
LPWM LLC 0.43% Add +0.0% 5,779 $1.3M
KPP Advisory Services LLC 0.32% No change 5,772 $1.3M
Howland Capital Management LLC 0.06% Reduce -0.3% 5,754 $1.3M
Spartan Planning & Wealth Management 1.22% — 5,727 $1.3M
Kaizen Financial Strategies 0.75% Reduce -5.0% 5,694 $1.3M
Edgestream Partners, L.P. 0.06% Reduce -3.0% 5,693 $1.3M
Benchmark Financial Wealth Advisors, LLC 0.42% Reduce -5.6% 5,689 $1.3M
Clarius Group, LLC 0.09% Add +0.0% 5,687 $1.3M
Bison Wealth, LLC 0.16% — 5,681 $1.3M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +7.4% 5,130 $1.3M
Glen Eagle Advisors, LLC 0.22% Reduce -6.8% 5,653 $1.3M
Plante Moran Financial Advisors, LLC 0.11% Add +24.5% 5,641 $1.3M
Burke & Herbert Bank & Trust Co. 0.31% Add +0.5% 5,630 $1.3M
Lebenthal Global Advisors, LLC 0.24% Reduce -2.0% 5,614 $1.3M
Nemes Rush Group LLC 0.16% Add +11.6% 5,613 $1.3M
Pathway Financial Advisors LLC 0.30% No change 5,602 $1.3M
Horizon Family Wealth, Inc. 0.86% Reduce -38.9% 5,593 $1.3M
Becker Capital Management Inc. 0.04% No change 5,589 $1.3M
Alaethes Wealth, LLC 0.46% Reduce -0.9% 5,561 $1.3M
Medallion Wealth Advisors, LLC 0.64% — 5,669 $1.3M
Finward Bancorp 1.11% — 5,520 $1.3M
Total Wealth Planning & Management, Inc. 1.26% — 5,516 $1.3M
Forefront Wealth Partners, LLC 0.95% — 5,507 $1.3M
Integrity Alliance, Llc. 0.14% — 5,498 $1.3M
Marco Investment Management LLC 0.11% Reduce -0.3% 5,493 $1.3M
Total Clarity Wealth Management, Inc. 0.41% Reduce -2.1% 5,485 $1.3M
First United Bank & Trust 0.46% Reduce -3.4% 5,465 $1.3M
Founders Financial Alliance, LLC 0.35% Add +0.2% 5,462 $1.3M
Strategic Financial Concepts, LLC 0.24% Add +7.4% 5,441 $1.3M
Selective Wealth Management, Inc. 0.51% No change 5,541 $1.3M
NCM Capital Management, LLC 0.57% No change 5,426 $1.3M
Freestone Capital Holdings, LLC 0.04% Add +30.6% 5,418 $1.3M
Highland Capital Management, LLC 0.07% Add +84.0% 5,414 $1.3M
Garde Capital, Inc. 0.08% Add +2.0% 5,410 $1.3M
Bulltick Wealth Management, LLC 0.30% Reduce -3.3% 5,407 $1.3M
Curi Capital, LLC 0.03% No change 5,381 $1.3M
Sagespring Wealth Partners, LLC 0.03% — 5,369 $1.2M
Hourglass Capital, LLC 0.34% Add +300.8% 5,330 $1.2M
Pursue Wealth Partners LLC 0.71% No change 5,326 $1.2M
Lantern Wealth Advisors, LLC 0.80% Add +0.1% 5,325 $1.2M
1900 Wealth Management LLC 0.10% Reduce -1.8% 5,311 $1.2M
Daner Wealth Management, LLC 0.91% — 5,317 $1.2M
Riggs Asset Managment Co. Inc. 0.33% Add +2.2% 5,262 $1.2M
National Philanthropic Trust 0.02% Reduce -9.2% 5,305 $1.2M
Solstein Capital, LLC 0.69% Reduce -1.2% 5,297 $1.2M
Contravisory Investment Management, Inc. 0.26% Reduce -21.0% 5,292 $1.2M
United Bank 0.15% Reduce -1.0% 5,260 $1.2M
River Wealth Advisors LLC 0.16% Reduce -7.2% 5,259 $1.2M
Simplicity Wealth,LLC 0.25% Reduce -62.1% 5,246 $1.2M
Forvis Mazars Wealth Advisors, LLC 0.03% Add +12.0% 5,237 $1.2M
Austin Private Wealth, LLC 0.11% No change 5,235 $1.2M
Parisi Gray Wealth Management 0.39% Add +4.9% 5,227 $1.2M
Centurion Wealth Management LLC 0.38% Reduce -0.1% 5,225 $1.2M
Alpha Zero LLC 0.93% — 5,214 $1.2M
NTV Asset Management LLC 0.16% Add +0.1% 5,193 $1.2M
Valley Wealth Managers, Inc. 0.09% Reduce -7.4% 5,176 $1.2M
Laird Norton Wetherby Wealth Management, LLC 0.06% No change 5,173 $1.2M
Schmidt P J Investment Management Inc. 0.21% Reduce -2.0% 5,123 $1.2M
Newman Dignan & Sheerar, Inc. 0.31% No change 5,122 $1.2M
Altura Wealth Advisors Inc. 0.88% Reduce -12.7% 5,118 $1.2M
Fernwood Investment Management, LLC 0.41% Reduce -1.9% 5,079 $1.2M
Cyndeo Wealth Partners, LLC 0.08% No change 5,066 $1.2M
Boston Trust Walden Corp 0.01% Reduce -1.9% 5,066 $1.2M
CWA Asset Management Group, LLC 0.06% Add +3.8% 5,054 $1.2M
One Day In July LLC 0.12% Reduce -0.8% 5,050 $1.2M
Ritholtz Wealth Management 0.03% Reduce -0.4% 5,048 $1.2M
Element Pointe Advisors, LLC 0.28% No change 5,043 $1.2M
Stratos Investment Management, LLC 0.07% Add +9.8% 5,042 $1.2M
Cooper Financial Group 0.14% Reduce -0.5% 5,014 $1.2M
Chemistry Wealth Management LLC 0.27% Add +0.4% 4,997 $1.2M
Arax Advisory Partners 0.07% Add +14.8% 4,991 $1.2M
CWC Advisors, LLC. 1.15% Add +2.2% 4,971 $1.2M
Towneley Capital Management, Inc / DE 0.27% New 4,969 $1.2M
Alpha Wealth Funds, LLC 1.20% — 4,932 $1.1M
RDA Financial Network 0.33% Add +19.3% 4,931 $1.1M
Tyche Wealth Partners LLC 0.24% Reduce -6.4% 4,918 $1.1M
BIP Wealth, LLC 0.08% Reduce -0.2% 4,916 $1.1M
Choate Investment Advisors 0.03% Reduce -6.8% 4,905 $1.1M
Advyzon Investment Management, LLC 0.44% — 4,900 $1.1M
Prospect Financial Services LLC 0.62% Add +3.5% 4,894 $1.1M
Bearing Point Capital, LLC 0.24% — 4,879 $1.1M
Dopkins Wealth Management, LLC 0.58% Add +25.0% 4,875 $1.1M
Badgley Phelps Wealth Managers, LLC 0.03% Reduce -1.0% 4,873 $1.1M
PUREfi Wealth, LLC 1.11% — 4,866 $1.1M
Debussy Capital Management LP 0.17% Reduce -3.3% 4,963 $1.1M
Personal Cfo Solutions, LLC 0.22% Add +16.0% 4,837 $1.1M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.41% No change 4,800 $1.1M
Ascent Group, LLC 0.08% Reduce -22.2% 4,830 $1.1M
HCR Wealth Advisors 0.14% No change 4,829 $1.1M
Triangle Securities Wealth Management 0.29% No change 4,825 $1.1M
Wambolt & Associates, LLC 0.36% Add +242.8% 4,823 $1.1M
University of Texas/Texas Am Investment Management Co. 0.13% No change 4,818 $1.1M
Grantvest Financial Group LLC 1.24% — 4,789 $1.1M
HRT Financial LP 0.01% Reduce -84.3% 4,788 $1.1M
GM Advisory Group, LLC 0.06% Add +19.0% 4,771 $1.1M
LWM Advisory Services, LLC 0.77% Reduce -5.3% 4,763 $1.1M
Sunesis Advisors, LLC 0.67% No change 4,752 $1.1M
First Community Trust NA 0.79% No change 4,737 $1.1M
McAdam, LLC 0.06% Reduce -6.7% 4,709 $1.1M
American Institute for Advanced Investment Management, LLP 0.81% Reduce -7.7% 4,685 $1.1M
Investment Management Corp. /Va/ 0.97% — 4,673 $1.1M
Bison Wealth, LLC 0.24% Add +9.0% 4,673 $1.1M
Luminist Capital LLC 1.90% — 4,667 $1.1M
Harbor Investment Advisory, LLC 0.10% Reduce -0.1% 4,654 $1.1M
BLB&B Advisors, LLC 0.06% Reduce -13.0% 4,647 $1.1M
Everett Harris & Co. 0.01% Add +18.2% 4,640 $1.1M
Aspiriant, LLC 0.04% Add +31.7% 4,620 $1.1M
Brandywine Oak Private Wealth LLC 0.10% Add +0.1% 4,618 $1.1M
New England Private Wealth Advisors LLC 0.17% Add +0.1% 4,614 $1.1M
DORCHESTER WEALTH MANAGEMENT Co 0.21% No change 4,610 $1.1M
Quadrant Private Wealth Management, LLC 0.26% Reduce -0.5% 4,612 $1.1M
Alley Investment Management Company, LLC 0.14% Add +10.2% 4,591 $1.1M
Mayflower Financial Advisors, LLC 0.16% Add +32.8% 4,585 $1.1M
Collaborative Wealth Managment Inc. 0.48% Reduce -2.6% 4,558 $1.1M
Seelaus Asset Management LLC 0.98% Add +2.8% 4,550 $1.1M
Main Street Financial Solutions, LLC 0.10% Add +0.8% 4,530 $1.1M
Householder Group Estate & Retirement Specialist, LLC 0.79% Reduce -62.2% 4,526 $1.1M
Vontobel Holding Ltd. 0.00% Reduce -28.3% 4,520 $1.1M
Naviter Wealth, LLC 0.13% New 4,514 $1.0M
Westmount Partners, LLC 0.32% Reduce -0.9% 4,514 $1.0M
Athena Investment Management 0.61% No change 4,510 $1.0M
Nvwm, LLC 0.26% Reduce -9.5% 4,507 $1.0M
American Trust 0.08% New 4,506 $1.0M
V2 Financial group LLC 0.64% No change 4,500 $1.0M
GWN Securities Inc. 0.28% — 4,371 $1.0M
Acorn Financial Advisory Services Inc. 0.17% No change 4,426 $1.0M
GC Wealth Management RIA, LLC 0.18% Reduce -0.7% 4,422 $1.0M
Peak Planning Group, LLC 0.43% Reduce -1.5% 4,418 $1.0M
UMB Bank, n.a. 0.02% Reduce -0.6% 4,406 $1.0M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -5.1% 4,386 $1.0M
F/m Investments LLC 0.04% Add +3.3% 4,367 $1.0M
Signature Wealth Management Partners, LLC 0.70% No change 4,353 $1.0M
Kaydan Wealth Management, Inc. 0.34% Reduce -0.8% 4,347 $1.0M
Hardy Reed LLC 0.09% No change 4,312 $1.0M
Broyhill Asset Management, LLC 0.88% — 4,300 $1000K
Warner Financial, Inc. 0.43% Add +5.1% 4,282 $996K
Xcel Wealth Management, LLC 0.28% Add +1.1% 4,271 $993K
MCF Advisors LLC 0.07% No change 4,266 $992K
Ellevest, Inc. 0.06% No change 4,255 $989K
Galvin, Gaustad & Stein, LLC 0.09% Reduce -19.2% 4,250 $988K
17 Capital Partners, LLC 0.62% Add +13.7% 4,235 $985K
Amplius Wealth Advisors, LLC 0.10% Reduce -2.4% 4,223 $982K
SOL Capital Management CO 0.11% No change 4,200 $977K
Lavaca Capital LLC 0.43% No change 4,200 $977K
Biltmore Family Office, LLC 0.16% Reduce -41.6% 4,199 $976K
One Capital Management, LLC 0.03% Reduce -1.2% 4,195 $976K
Empire Financial Management Company, LLC 0.30% Add +2.4% 4,195 $975K
DSG Capital Advisors, LLC 0.18% — 4,162 $968K
SS&H Financial Advisors, Inc. 0.35% No change 4,116 $958K
MWA Asset Management 0.64% Reduce -4.3% 4,116 $957K
Three Magnolias Financial Advisors, LLC 1.00% — 4,109 $955K
Edge Financial Advisors LLC 0.85% Reduce -0.5% 4,103 $954K
Brown Brothers Harriman & Co. 0.01% No change 4,102 $954K
Cookson Peirce & Co. Inc. 0.04% Reduce -4.1% 4,082 $949K
Geometric Wealth Advisors 0.17% No change 4,078 $948K
Blue Fin Capital, Inc. 0.17% Add +0.2% 4,076 $948K
Haven Private, LLC 0.53% — 4,064 $945K
Game Plan Financial Advisors, LLC 0.50% Add +28.8% 4,058 $945K
Lowe Brockenbrough & Co. Inc. 0.06% Add +86.0% 4,041 $940K
Lowery Thomas, LLC 0.61% Add +0.1% 4,040 $939K
Beacon Financial Advisory LLC 0.31% Reduce -0.9% 4,039 $939K
Dana Investment Advisors, Inc. 0.03% Add +2.9% 4,032 $938K
Sunflower Bank, N.A. 0.26% Reduce -17.9% 4,030 $937K
Bluespring Wealth Management, LLC 0.10% Reduce -10.5% 4,025 $936K
Eldridge Investment Advisors, Inc. 0.22% No change 4,013 $933K
MassMutual Private Wealth & Trust, FSB 0.03% Add +0.9% 4,003 $931K
Global Endowment Management, LP 0.12% No change 4,000 $930K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.41% Reduce -80.5% 4,000 $930K
Aveo Capital Partners, LLC 0.10% Add +141.7% 4,000 $930K
Smith, Moore & Co. 0.08% Add +7.7% 3,977 $925K
Compagnie Lombard Odier SCmA 0.01% Add +4862.5% 3,970 $923K
Capital Square, LLC 0.52% Add +86.9% 3,846 $921K
First Wilshire Securities Management Inc. 0.25% No change 3,950 $918K
Mosley Wealth Management 0.57% Add +19.8% 3,944 $914K
Delta Capital Management LLC 0.53% New 3,925 $913K
Severin Investments, LLC 0.91% — 3,919 $911K
Whalen Wealth Management Inc. 0.63% Add +0.5% 3,914 $910K
GR Financial Group, LLC 0.15% New 3,909 $909K
Annex Advisory Services, LLC 0.03% Add +0.4% 3,907 $909K
Forza Wealth Management, LLC 0.41% Add +1.2% 3,905 $908K
AssuredPartners Investment Advisors, LLC 0.18% — 3,898 $906K
Delta Investment Management, LLC 0.18% Add +0.2% 3,896 $906K
M.E. Allison & Co., Inc. 1.00% — 3,894 $905K
MainStreet Investment Advisors LLC 0.13% No change 3,889 $904K
Nadler Financial Group, Inc. 0.10% No change 3,886 $904K
Aries Wealth Management 0.25% Reduce -1.2% 3,880 $902K
Clare Market Investments LLC 0.21% Reduce -2.7% 3,879 $902K
Pines Wealth Management, LLC 0.39% — 3,937 $901K
Samalin Investment Counsel, LLC 0.39% Reduce -28.7% 3,872 $901K
Pacific Wealth Strategies Group, Inc. 0.63% No change 3,869 $900K
Family Capital Management, Inc. 0.54% Reduce -0.2% 3,866 $899K
Sterling Investment Management, LLC 0.70% Reduce -9.5% 3,862 $898K
Red Door Wealth Management, LLC 0.14% Add +22.7% 3,861 $898K
Cornerstone Capital, Inc. 0.09% Reduce -17.1% 3,855 $896K
Disciplined Investments, LLC 0.44% Reduce -7.5% 3,854 $896K
Beaumont Financial Advisors, LLC 0.07% Add +0.6% 3,848 $895K
Magnolia Capital Advisors LLC 0.23% Reduce -28.1% 3,848 $895K
Fourpath Capital Management, LLC 0.17% Add +12.3% 3,846 $894K
Jackson Square Capital, LLC 0.22% Reduce -0.7% 3,840 $893K
Financial Partners Group, Inc 0.13% Reduce -2.5% 3,828 $890K
ELCO Management Co., LLC 0.47% No change 3,818 $888K
Maia Wealth LLC 0.19% Reduce -13.0% 3,897 $887K
Next Capital Management LLC 0.36% Reduce -2.8% 3,814 $887K
Kohmann Bosshard Financial Services, LLC 0.11% No change 3,809 $886K
Camelot Technology Advisors, Inc. 0.80% Reduce -0.4% 3,805 $885K
Peoples Financial Services Corp. 0.41% Reduce -1.1% 3,793 $882K
Liberty Square Wealth Partners LLC 0.32% — 3,674 $882K
Autumn Glory Partners, LLC 0.43% Reduce -1.4% 3,772 $877K
Simon Quick Advisors, LLC 0.05% Add +1.0% 3,772 $877K
Sawgrass Asset Management LLC 0.10% Reduce -9.9% 3,771 $877K
HBK Sorce Advisory LLC 0.03% Add +0.6% 3,765 $875K
Yarger Wealth Strategies, LLC 0.50% Add +0.1% 3,749 $872K
Ascentis Independent Advisors 0.17% Add +2.9% 3,738 $869K
Icon Wealth Advisors, LLC 0.07% Reduce -1.7% 3,734 $868K
Journey Strategic Wealth LLC 0.03% Reduce -3.3% 3,734 $868K
Sather Financial Group Inc 0.05% Add +0.2% 3,720 $865K
Aviance Capital Partners, LLC 0.12% Add +8.7% 3,703 $861K
Tranquility Partners, LLC 0.32% Reduce -3.3% 3,687 $857K
Quantessence Capital LLC 0.35% — 3,682 $856K
Sonora Investment Management Group, LLC 0.07% Add +9.9% 3,680 $856K
KG Capital Management 0.27% Add +3.8% 3,667 $853K
Nixon Peabody Trust Co. 0.07% No change 3,650 $849K
Charles Schwab Trust Co 0.07% Add +38.4% 3,632 $844K
Investmark Advisory Group LLC 0.41% Add +0.1% 3,606 $839K
Regent Peak Wealth Advisors LLC 0.19% Add +0.1% 3,605 $838K
Dearborn Partners LLC 0.03% Add +20.1% 3,579 $832K
Rossmore Private Capital 0.10% No change 3,568 $830K
Perissos Private Wealth Management, LLC 0.62% Reduce -2.0% 3,559 $827K
Embree Financial Group 0.14% No change 3,542 $824K
WMS Partners, LLC 0.05% No change 3,520 $818K
Summit Financial Wealth Advisors, LLC 0.16% Add +0.2% 3,593 $818K
WP Advisors, LLC 0.27% Add +0.1% 3,515 $817K
Alpine Woods Capital Investors, LLC 0.15% No change 3,500 $814K
Welch Group, LLC 0.04% Add +3.0% 3,467 $813K
Legacy Wealth Management, LLC 0.05% Reduce -3.8% 3,496 $813K
Whitaker-Myers Wealth Managers, LTD. 0.24% Reduce -29.9% 3,484 $810K
Global Strategic Investment Solutions, LLC 0.09% Add +21.2% 3,478 $809K
WESPAC Advisors, LLC 0.59% Reduce -3.2% 3,476 $808K
Greenwood Capital Associates LLC 0.11% Reduce -23.4% 3,474 $808K
Councilmark Asset Management, LLC 0.54% No change 3,470 $807K
Sulzberger Capital Advisors, Inc. 0.92% — 3,465 $806K
Lodge Hill Capital, LLC 0.22% Reduce -42.3% 3,460 $805K
Strait & Sound Wealth Management LLC 0.37% Reduce -14.6% 3,456 $804K
Elwood & Goetz Wealth Advisory Group, LLC 0.20% Add +0.4% 3,451 $802K
Purkiss Capital Advisors LLC 0.69% — 3,450 $802K
Alpha Cubed Investments, LLC 0.04% Reduce -8.5% 3,431 $798K
LaFleur & Godfrey LLC 0.11% Reduce -8.4% 3,425 $796K
Breakwater Capital Group 0.16% Add +8.0% 3,408 $792K
Oxford Financial Group, LTD. LLC 0.05% No change 3,405 $792K
Hubbell Strickland Wealth Management, LLC 0.37% Add +0.1% 3,392 $789K
D L Carlson Investment Group Inc. 0.14% Reduce -0.2% 3,387 $787K
Whitener Capital Management, Inc. 0.22% Add +4.5% 3,378 $785K
Carret Asset Management, LLC 0.09% Reduce -6.6% 3,374 $785K
Rebalance, LLC 0.06% Add +7.9% 3,360 $781K
Invst, LLC 0.10% Add +222.5% 3,360 $781K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Reduce -39.7% 3,349 $779K
Tortoise Investment Management, LLC 0.08% Add +10.9% 3,348 $778K
Advance Capital Management, Inc. 0.04% Add +1.0% 3,346 $778K
VestGen Investment Management 0.21% Reduce -1.6% 3,336 $776K
HTG Investment Advisors, Inc. 0.35% Reduce -0.2% 3,327 $774K
New Century Financial Group, LLC 0.33% Add +0.4% 3,271 $771K
Winthrop Advisory Group LLC 0.09% Add +25.5% 3,315 $771K
Comprehensive Financial Planning, Inc. 0.65% — 3,312 $770K
SageView Advisory Group, LLC 0.03% Add +5.8% 3,312 $770K
Welch & Forbes LLC 0.01% No change 3,303 $768K
Juncture Wealth Strategies, LLC 0.29% Add +5.9% 3,297 $767K
Cornell Pochily Investment Advisors, Inc. 0.27% Reduce -0.8% 3,292 $766K
St Germain D J Co. Inc. 0.03% Add +50.3% 3,286 $764K
Eagle Ridge Investment Management 0.07% No change 3,264 $759K
Harvey Capital Management Inc. 0.18% No change 3,255 $757K
Gotham Asset Management 0.01% New 3,248 $755K
Union Bancaire Privee, UBP SA 0.01% — 3,187 $747K
Evergreen Capital Management LLC 0.02% Add +2.9% 3,197 $743K
Baldwin Investment Management, LLC 0.10% Reduce -25.1% 3,195 $743K
Empirical Asset Management, LLC 0.25% Add +0.0% 3,193 $742K
Pictet North America Advisors SA 0.07% No change 3,187 $741K
Coldstream Capital Management Inc. 0.02% Reduce -21.9% 3,183 $740K
Avalon Capital Management 0.24% No change 3,180 $739K
Mason & Associates Inc 0.17% Add +0.1% 3,180 $739K
LeClair Wealth Partners LLC 0.49% — 3,170 $737K
Hanover Advisors Inc. 0.31% Reduce -4.6% 3,169 $737K
Atom Investors LP 0.09% New 3,164 $736K
Burford Brothers, Inc. 0.36% Add +14.5% 3,156 $734K
STAR Financial Bank 0.53% No change 3,147 $732K
Milestone Asset Management, LLC 0.16% Add +3.0% 3,141 $731K
Banque Pictet & Cie SA 0.01% No change 3,140 $730K
180 Wealth Advisors, LLC 0.11% Add +1.3% 3,135 $729K
Stuart Chaussee & Associates, Inc. 0.18% Reduce -11.6% 3,114 $724K
Beacon Capital Management, LLC 0.09% Reduce -0.1% 3,106 $722K
FAS Wealth Partners, Inc. 0.06% Add +0.2% 3,105 $722K
Latitude Advisors, LLC 0.41% Add +28.1% 3,103 $721K
Financial & Tax Architects, LLC 0.18% Add +10.9% 3,100 $721K
Fortis Advisors, LLC 0.47% Add +28.5% 3,088 $718K
Ellis Investment Partners, LLC 0.14% Add +0.1% 3,069 $714K
Worth Financial Advisory Group, LLC 0.44% No change 3,068 $713K
Boulder Wealth Advisors, LLC 0.37% No change 3,068 $713K
Diligent Investors, LLC 0.16% Add +1.7% 3,067 $713K
Quartz Partners, LLC 0.43% Add +0.1% 3,065 $713K
Heritage Wealth Partners, LLC 0.89% Add +3.2% 3,060 $712K
Standard Family Office LLC 0.86% No change 3,049 $709K
GAMMA Investing LLC 0.06% Reduce -0.0% 3,049 $709K
Obsidian Cio, LLC 0.13% Reduce -6.1% 3,049 $709K
Vermillion Wealth Management, Inc. 0.36% — 3,040 $707K
Daymark Wealth Partners, LLC 0.03% Reduce -1.1% 3,038 $706K
Oxler Private Wealth LLC 0.23% Reduce -3.7% 3,026 $704K
KWB Wealth 0.09% Reduce -29.0% 3,090 $698K
Independence Bank of Kentucky 0.11% Add +113.8% 2,995 $696K
Diversified Enterprises, LLC 0.07% Add +6.7% 2,994 $696K
Liberty Wealth Management LLC 0.12% Reduce -2.7% 2,990 $695K
Ignite Planners, LLC 0.15% Reduce -0.8% 2,946 $695K
Compass Wealth Management LLC 0.17% Add +1.5% 2,958 $688K
Taylor & Morgan Wealth Management, LLC 0.48% Reduce -13.6% 2,936 $683K
Arista Wealth Management, LLC 0.16% No change 2,934 $682K
Firestone Capital Management 0.17% Reduce -4.2% 2,918 $679K
Point72 (DIFC) Ltd 0.06% New 2,917 $678K
Farmers & Merchants Investments Inc. 0.02% Reduce -1.3% 2,914 $678K
Sandbox Financial Partners, LLC 0.23% Add +4.3% 2,907 $676K
Transce3nd, LLC 0.23% — 2,902 $675K
Heritage Family Offices, LLP 0.34% Add +0.1% 2,901 $675K
WealthPlan Investment Management, LLC 0.07% Add +74.6% 2,898 $674K
Leavell Investment Management, Inc. 0.03% Add +1.6% 2,888 $672K
Sovran Advisors, LLC 0.10% — 2,945 $671K
MBL Wealth, LLC 0.07% Reduce -2.5% 2,884 $671K
Brendel Financial Advisors LLC 0.41% Reduce -10.6% 2,882 $670K
Apriem Advisors 0.08% Add +11.4% 2,878 $669K
Cottage Street Advisors LLC 0.35% Reduce -5.5% 2,878 $669K
Truvestments Capital LLC 0.17% Reduce -1.6% 2,872 $668K
High Net Worth Advisory Group LLC 0.19% No change 2,861 $666K
Mascagni Wealth Management, Inc. 0.66% — 3,223 $665K
O'Brien Wealth Partners LLC 0.12% Add +60.4% 2,860 $665K
Astra Wealth Partners LLC 0.62% — 2,840 $660K
PCG Wealth Advisors, LLC 0.24% No change 2,839 $660K
Tradewinds Capital Management, LLC 0.17% Reduce -36.0% 2,828 $658K
HRC Wealth Management, LLC 0.39% Add +10.8% 2,815 $655K
Quadrant Capital Group LLC 0.04% No change 2,804 $652K
Obermeyer Wealth Partners 0.03% Add +1.7% 2,799 $651K
Accredited Investors Inc. 0.04% Reduce -28.3% 2,797 $650K
Brady Family Wealth, LLC 0.20% No change 2,792 $649K
Private Wealth Partners, LLC 0.05% No change 2,775 $645K
Hexagon Capital Partners LLC 0.12% No change 2,752 $640K
Performance Wealth Partners, LLC 0.02% Reduce -1.5% 2,749 $639K
Aspen Investment Management Inc 0.30% No change 2,750 $639K
Menora Mivtachim Holdings LTD. 0.00% Reduce -35.3% 2,745 $638K
Penobscot Investment Management Company, Inc. 0.06% Reduce -6.0% 2,730 $635K
Vaughan David Investments LLC 0.01% Reduce -3.6% 2,712 $631K
YHB Investment Advisors, Inc. 0.05% Reduce -3.0% 2,711 $630K
Texas Yale Capital Corp. 0.03% No change 2,701 $628K
Tableaux LLC 0.52% — 2,689 $625K
Private Client Services, LLC 0.34% Reduce -24.1% 2,689 $625K
Princeton Global Asset Management LLC 0.12% Add +21.3% 2,676 $622K
Lumbard & Kellner, LLC 0.27% Reduce -7.7% 2,672 $621K
McElhenny Sheffield Capital Management, LLC 0.21% No change 2,672 $621K
Flagship Wealth Advisors, LLC 0.36% — 2,670 $621K
Goelzer Investment Management, Inc. 0.04% Reduce -1.2% 2,662 $619K
Community Bank, N.A. 0.08% Reduce -0.9% 2,659 $618K
Silverlake Wealth Management LLC 0.24% Add +96.2% 2,652 $617K
First Foundation Advisors 0.02% Reduce -7.1% 2,632 $612K
Wellington Shields & Co., LLC 0.19% No change 2,631 $612K
First Manhattan Co. Llc. 0.00% No change 2,631 $612K
Frisch Financial Group, Inc. 0.18% Add +1.1% 2,620 $609K
Northeast Investment Management 0.03% Reduce -2.3% 2,619 $609K
Endowment Wealth Management, Inc. 0.41% Add +84.8% 2,609 $607K
PBMares Wealth Management LLC 0.12% No change 2,606 $606K
Midland Wealth Advisors, LLC 0.04% No change 2,603 $605K
Roman Butler Fullerton & Co. 0.19% New 2,648 $603K
Hoxton Planning & Management, LLC 0.23% No change 2,589 $602K
American State Bank (Iowa) 0.36% No change 2,587 $602K
Lewis Asset Management, LLC 0.46% Reduce -1.9% 2,583 $601K
Outlook Wealth Advisors, LLC 0.17% Add +10.5% 2,577 $599K
Fiduciary Alliance LLC 0.06% New 2,575 $599K
TCFG Wealth Management, LLC 0.30% Add +6.0% 2,574 $599K
Second Half Financial Partners, LLC 0.29% Add +9.1% 2,574 $599K
HUB Investment Partners, LLC 0.03% Reduce -59.6% 2,573 $598K
L & S Advisors Inc 0.07% Reduce -5.8% 2,565 $596K
Penobscot Wealth Management 0.27% Add +0.3% 2,565 $596K
Commonwealth Financial Services, LLC 0.12% Reduce -2.2% 2,547 $592K
Bellecapital International Ltd. 0.11% Reduce -4.0% 2,539 $590K
Thoroughbred Financial Services, LLC 0.04% Add +4.1% 2,534 $589K
American Financial Advisors, LLC 0.08% Add +0.1% 2,531 $589K
Pension & Wealth Management Advisors, Inc. 0.23% Add +58.4% 2,523 $587K
Safeguard Financial, LLC 0.13% Add +0.1% 2,523 $587K
Jackson Hole Capital Partners, LLC 0.12% No change 2,521 $586K
Cozad Asset Management Inc. 0.05% No change 2,518 $585K
Elevated Capital Advisors, LLC 0.16% Reduce -80.5% 2,517 $585K
Traction Financial Partners, LLC 0.45% No change 2,516 $585K
Calamos Wealth Management LLC 0.03% Add +0.0% 2,516 $585K
Investment Partners Asset Management, Inc. 0.46% No change 2,514 $585K
Klingman & Associates, LLC 0.04% Add +2.9% 2,505 $582K
Forte Capital LLC 0.07% Add +0.1% 2,504 $582K
Y.D. More Investments Ltd 0.05% Add +8.7% 2,504 $582K
LS Investment Advisors, LLC 0.09% No change 2,500 $581K
Woodstock Corp. 0.06% No change 2,500 $581K
Oldfather Financial Services, LLC 0.22% No change 2,487 $578K
Comprehensive Financial Consultants Institutional, Inc. 0.21% Add +2.6% 2,487 $578K
Lodestone Wealth Management LLC 0.29% Add +0.1% 2,485 $578K
Lynx Investment Advisory 0.39% Add +0.2% 2,481 $577K
Advisors Capital Management, LLC 0.01% Add +21.4% 2,480 $577K
Clearwater Capital Advisors, LLC 0.06% Reduce -37.4% 2,462 $572K
Talisman Wealth Advisors LLC 0.61% Reduce -5.6% 2,461 $572K
HFR Wealth Management, LLC 0.14% No change 2,460 $572K
Heritage Trust Co 0.07% — 2,456 $571K
Brick & Kyle, Associates 0.24% Add +1.7% 2,456 $571K
Centricity Wealth Management, LLC 0.53% — 2,453 $570K
Obsidian Personal Planning Solutions LLC 0.28% No change 2,470 $570K
Howe & Rusling Inc. 0.05% Reduce -64.5% 2,432 $565K
Insight Advisors, LLC/ PA 0.10% Add +3.8% 2,409 $565K
Root Financial Partners, LLC 0.07% Add +119.0% 2,426 $564K
TrueWealth Advisors, LLC 0.19% Reduce -3.7% 2,418 $562K
Ackerman Capital Advisors, LLC 0.15% No change 2,407 $560K
Legacy Financial Group, Inc. 0.18% Add +79.2% 2,401 $558K
Cambria Investment Management, L.P. 0.03% New 2,401 $558K
Empowered Funds, LLC 0.01% New 2,401 $558K
Gryphon Financial Partners LLC 0.08% Add +11.5% 2,399 $558K
BNC Wealth Management, LLC 0.18% Add +4.3% 2,397 $557K
First Commonwealth Financial Corp 0.13% No change 2,397 $557K
Lakeridge Wealth Management LLC 0.29% Add +2.2% 2,394 $557K
SOA Wealth Advisors, LLC. 0.10% Add +0.6% 2,393 $556K
Welch Capital Partners LLC 0.12% No change 2,390 $556K
Alesco Advisors, LLC, An ESL Co 0.02% No change 2,379 $553K
Burling Wealth Partners, LLC 0.11% — 2,375 $552K
Trust Co. of Vermont 0.03% No change 2,375 $552K
Physician Wealth Advisors, Inc. 0.09% Add +15.1% 2,373 $552K
Mather Group, Llc. 0.01% Add +4.2% 2,356 $548K
WealthBridge Capital Management, LLC 0.15% No change 2,351 $547K
Collective Family Office LLC 0.15% No change 2,350 $546K
NorthCrest Asset Manangement, LLC 0.02% Add +47.1% 2,350 $546K
Arcus Capital Partners, LLC 0.17% Add +195.8% 2,621 $546K
Tyler-Stone Wealth Management 0.10% Reduce -2.9% 2,346 $546K
Edmond DE Rothschild Holding S.A. 0.01% Add +12.5% 2,342 $545K
Strategies Wealth Advisors, LLC 0.07% Add +1.9% 2,299 $543K
Shufro Rose & Co. LLC 0.04% No change 2,310 $537K
JFG Wealth Management, LLC 0.12% Add +2.4% 2,308 $537K
Trust Point Inc. 0.04% Add +13.0% 2,306 $536K
Mine & Arao Wealth Creation & Management, LLC. 0.25% No change 2,304 $536K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 2,354 $536K
Highview Capital Management LLC 0.20% Add +0.2% 2,291 $533K
Confluence Wealth Services, Inc. 0.03% Reduce -6.5% 2,202 $532K
Cypress Asset Management Inc. 0.13% Reduce -79.2% 479 $530K
HTLF Bank 0.06% Add +26.2% 2,275 $529K
Breakwater Investment Management 0.22% No change 2,273 $528K
Wolf Group Capital Advisors 0.26% No change 3,035 $528K
First Command Advisory Services, Inc. 0.01% Add +10.2% 2,267 $527K
Black Maple Capital Management LP 0.40% No change 2,260 $525K
Goepper Burkhardt LLC 0.21% No change 2,258 $525K
Clear Harbor Asset Management, LLC 0.04% Add +23.7% 2,254 $524K
LexAurum Advisors, LLC 0.10% No change 2,251 $523K
Lunt Capital Management, Inc. 0.20% New 2,239 $521K
Meridian Financial Advisors, LLC 0.36% Reduce -5.3% 2,234 $519K
Pinnacle Bancorp, Inc. 0.17% No change 2,230 $519K
SlateStone Wealth, LLC 0.05% Add +18.3% 2,228 $518K
Northeast Financial Group, Inc. 0.20% Reduce -8.4% 2,226 $518K
Ullmann Wealth Partners Group, LLC 0.07% No change 2,213 $515K
Register Financial Advisors LLC 0.26% Add +1.3% 2,204 $513K
Pinnacle Wealth Planning Services, Inc. 0.08% New 2,203 $512K
Copia Wealth Management 0.49% — 2,195 $510K
Global Financial Private Client, LLC 0.19% Reduce -0.5% 2,194 $510K
Kuhn & Co Investment Counsel 0.43% Add +23.1% 2,187 $509K
Private Wealth Group, LLC 0.25% No change 2,186 $508K
Triumph Capital Management 0.17% Reduce -1.4% 2,180 $507K
First International Bank & Trust 0.16% No change 2,178 $506K
Smith & Howard Wealth Management, LLC 0.14% Reduce -10.7% 2,175 $506K
First Nebraska Trust Co 0.05% No change 2,175 $506K
Merkkuri Wealth Advisors LLC 0.40% Add +7.5% 2,174 $505K
Veltria Advisors Corp. 0.21% Add +30.7% 2,172 $505K
Stonegate Investment Group, LLC 0.01% No change 2,172 $505K
Smith Anglin Financial, LLC 0.05% Add +25.5% 2,171 $505K
Fusion Capital, LLC 0.20% Reduce -2.3% 2,170 $504K
Asset Management Group, Inc. 0.09% Add +5.6% 2,169 $504K
Addison Advisors LLC 0.14% No change 2,166 $504K
Paladin Advisory Group, LLC 0.39% Reduce -0.1% 2,165 $503K
Vantage Financial Partners, LLC 0.13% Reduce -42.7% 2,160 $502K
First Citizens Financial Corp 0.27% Add +7.5% 2,155 $501K
Farmers National Bank 0.15% — 2,153 $501K
Williams & Novak, LLC 0.48% Add +1.1% 2,141 $498K
Summit X, LLC 0.11% Reduce -1.8% 2,137 $497K
Retireful, LLC 0.28% No change 2,136 $497K
Hanson & Doremus Investment Management 0.08% No change 2,133 $496K
Campbell Wealth Management 0.04% Add +1.5% 2,134 $496K
Vicus Capital 0.04% Reduce -4.5% 2,129 $495K
Certuity, LLC 0.05% Reduce -91.6% 2,128 $495K
CRA Financial Services, LLC 0.08% Add +0.1% 2,126 $494K
Stanich Group LLC 0.37% — 2,119 $493K
White Lighthouse Investment Management Inc. 0.09% Reduce -8.6% 2,119 $493K
IPG Investment Advisors LLC 0.11% Reduce -80.4% 2,102 $489K
HM Payson & Co. 0.01% Reduce -3.0% 2,096 $487K
Plan A Wealth LLC 0.45% — 2,093 $487K
Clark Capital Management Group, Inc. 0.00% Add +20.1% 2,087 $485K
SignalPoint Asset Management, LLC 0.12% Reduce -5.2% 2,079 $483K
Wealthquest Corp 0.04% No change 2,077 $483K
WealthTrust Asset Management, LLC 0.35% Reduce -10.6% 2,066 $480K
Signature Estate & Investment Advisors LLC 0.01% Add +6.0% 2,066 $480K
Longview Financial Advisors LLC 0.32% — 2,059 $479K
Oakwell Private Wealth Management, LLC 0.13% No change 2,058 $479K
Tolleson Wealth Management, Inc. 0.10% No change 2,056 $478K
Henrickson Nauta Wealth Advisors, Inc. 0.19% Add +27.3% 2,055 $478K
Granite Bay Wealth Management, LLC 0.18% No change 2,050 $477K
Guidance Point Advisors, LLC 0.14% Add +0.1% 2,048 $476K
Keystone Financial Services 0.18% No change 2,035 $473K
Yeomans Consulting Group, Inc. 0.18% No change 2,031 $472K
Courier Capital LLC 0.03% No change 2,031 $472K
FSB Premier Wealth Management, Inc. 0.19% Add +9.6% 2,030 $472K
Cape Cod Five Cents Savings Bank 0.04% No change 2,088 $471K
Intrepid Capital Management Inc. 0.30% No change 2,021 $470K
Parkside Financial Bank & Trust 0.06% No change 2,020 $470K
Seven Mile Advisory 0.30% Add +0.9% 2,019 $469K
WT Wealth Management 0.15% Reduce -11.1% 2,009 $467K
Concorde Asset Management, LLC 0.24% Reduce -19.3% 1,998 $465K
Moisand Fitzgerald Tamayo, LLC 0.07% Add +42.1% 1,997 $464K
Archer Investment Corp 0.12% No change 1,994 $464K
Two West Capital Advisors LLC 0.40% Add +40.6% 1,989 $462K
SouthState Bank Corp 0.03% Add +50.6% 1,988 $462K
Traynor Capital Management, Inc. 0.04% Add +4.0% 1,981 $461K
Congress Asset Management Co. 0.00% New 1,980 $460K
Vestor Capital, LLC 0.04% Reduce -24.4% 1,978 $460K
Mainstream Capital Management LLC 0.32% Reduce -2.1% 1,969 $458K
Cape Investment Advisory, Inc. 0.18% Reduce -14.9% 1,963 $457K
Huntleigh Advisors, Inc. 0.10% — 1,951 $454K
Parthenon LLC 0.05% Reduce -2.5% 1,950 $453K
Slagle Financial, LLC 0.20% Reduce -1.4% 1,945 $452K
Promethium Advisors,llc 0.31% Add +0.5% 1,940 $451K
Mirador Capital Partners LP 0.08% Add +10.2% 1,940 $451K
MRWM Advisors, LLC 0.35% — 1,936 $450K
Cathy Pareto & Associates, Inc. 0.41% — 1,934 $450K
Activest Wealth Management 0.13% Add +190.2% 1,933 $449K
Stephens Consulting, LLC 0.11% Add +0.1% 1,931 $449K
Sebold Capital Management, Inc. 0.30% Add +34.7% 1,927 $448K
Smith Chas P & Associates Pa Cpas 0.03% No change 1,925 $448K
Gray Wealth Management Inc. 0.17% Reduce -15.6% 1,918 $446K
Sovereign Financial Group, Inc. 0.10% No change 1,917 $446K
Kendall Capital Management 0.13% No change 1,913 $445K
Silvercrest Asset Management Group LLC 0.00% No change 1,913 $445K
FSM Wealth Advisors, LLC 0.11% Reduce -4.9% 1,918 $442K
Smith Salley Wealth Management 0.03% Add +7.3% 1,897 $441K
MIdWestOne Financial Group, Inc. 0.06% Reduce -7.4% 1,896 $441K
Cary Street Partners Investment Advisory LLC 0.29% Reduce -93.7% 1,891 $440K
Avantra Family Wealth, Inc. 0.41% — 1,890 $440K
Trust Co. of Oklahoma 0.14% Reduce -0.4% 1,886 $439K
Delta Financial Group, Inc. 0.10% No change 1,886 $438K
Axos Invest Inc. 0.32% Reduce -6.4% 1,875 $436K
Florida Trust Wealth Management Co 0.01% New 1,869 $435K
Synergy Investment Management, LLC 0.19% — 1,869 $434K
Creekside Partners 0.22% No change 1,858 $432K
Waldron Private Wealth LLC 0.02% Reduce -53.7% 1,854 $431K
Betterment LLC 0.00% Add +59.1% 1,853 $431K
Atlantic Edge Private Wealth Management, LLC 0.13% No change 1,853 $431K
Procyon Advisors, LLC 0.03% Reduce -70.2% 1,844 $429K
Facet Wealth, Inc. 0.01% Add +2.3% 1,841 $429K
Holderness Investments Co. 0.09% Add +20.4% 1,842 $428K
Gateway Wealth Partners, LLC 0.11% Add +3.4% 1,842 $428K
Precedent Wealth Partners, LLC 0.14% No change 1,840 $428K
JGP Wealth Management, LLC 0.06% No change 1,830 $426K
BCS Wealth Management 0.11% Reduce -1.3% 1,829 $425K
TruWealth Advisors, LLC 0.03% Add +0.1% 1,827 $425K
Kellett Wealth Advisors, LLC 0.29% Add +0.1% 1,827 $425K
Foundation Wealth Management, LLC 0.33% No change 1,822 $424K
Russell Investments Group, Ltd. 0.00% Add +7.3% 1,819 $423K
USA Financial Formulas 0.07% Reduce -18.0% 1,814 $422K
Private Capital Advisors, Inc. 0.05% No change 1,810 $421K
Towercrest Capital Management 0.07% No change 1,808 $420K
Continuum Advisory, LLC 0.05% Reduce -47.5% 1,807 $420K
Hall Capital Management Co. Inc. 0.20% — 1,800 $419K
Armstrong Advisory Group, Inc. 0.03% Add +1.5% 1,800 $419K
WealthTrust Axiom LLC 0.12% No change 1,797 $418K
Colonial Trust Advisors 0.04% Add +6.3% 1,795 $417K
Romano Brothers and Company 0.05% No change 1,793 $417K
Means Investment Co., Inc. 0.04% Add +1.9% 1,790 $416K
Tanglewood Legacy Advisors, LLC 0.18% No change 1,780 $414K
Gray Private Wealth, LLC 0.25% Add +0.1% 1,779 $414K
Cantor Fitzgerald, L. P. 0.02% Reduce -44.6% 1,779 $414K
Southland Equity Partners LLC 0.10% Add +0.1% 1,778 $413K
Impact Partnership Wealth, LLC 0.08% Add +22.2% 1,777 $413K
Monograph Wealth Advisors, LLC 0.05% No change 1,773 $412K
KFG Wealth Management, LLC 0.08% Reduce -0.3% 1,771 $412K
Schneider Downs Wealth Management Advisors, LP 0.08% No change 1,769 $411K
Home Federal Bank of Tennessee 0.12% No change 1,760 $409K
Wilkins Miller Wealth Management, LLC 0.43% — 1,758 $409K
Lincoln Capital Corp. 0.17% Add +17.1% 1,757 $409K
HMS Capital Management, LLC 0.20% No change 1,754 $408K
Seed Wealth Management, Inc. 0.33% No change 1,751 $407K
Pathway Financial Advisers, LLC 0.14% Add +13.6% 1,844 $407K
Stone Summit Wealth LLC 0.14% Reduce -11.5% 1,746 $406K
Trinity Financial Advisors LLC 0.15% Add +1.8% 1,746 $405K
Blankinship & Foster, LLC 0.10% Add +11.4% 1,734 $403K
Financial Council, LLC 0.21% No change 1,733 $403K
Rockwood Wealth Management, LLC 0.04% Add +9.3% 1,711 $401K
Evernest Financial Advisors, LLC 0.10% Reduce -4.0% 1,722 $400K
StrongBox Wealth, LLC 0.17% Reduce -18.9% 1,722 $400K
Paragon Private Wealth Management, LLC 0.18% Reduce -0.6% 1,719 $400K
Adamsbrown Wealth Consultants LLC 0.14% Add +2.4% 1,709 $397K
Family Firm, Inc. 0.09% Reduce -3.6% 1,706 $397K
Coordinated Financial Services, Inc. 0.31% — 1,705 $396K
T. Rowe Price Associates Inc. 0.00% No change 1,700 $396K
Provenance Wealth Advisors, LLC 0.05% No change 1,700 $395K
Novus Advisors, LLC 0.39% — 1,700 $395K
Charter Oak Capital Management, LLC 0.04% Reduce -5.2% 1,699 $395K
Aurora Private Wealth, Inc. 0.30% Add +8.5% 1,697 $395K
Beacon Financial Group 0.04% No change 1,687 $392K
Clayton Financial Group LLC 0.14% Add +4.8% 1,669 $388K
1ST Source Bank 0.02% Add +7.6% 1,668 $388K
WealthPLAN Partners, LLC 0.05% Reduce -34.0% 1,665 $387K
TBH Global Asset Management, LLC 0.09% Add +16.9% 1,664 $387K
Gallacher Capital Management LLC 0.19% Add +2.9% 1,657 $385K
Geneva Partners, LLC 0.16% Reduce -1.4% 1,649 $383K
Thompson David Blair 0.28% — 1,648 $383K
Measured Risk Portfolios, Inc. 0.43% — 1,645 $382K
Falcon Wealth Planning 0.04% Add +2.8% 1,644 $382K
Darden Wealth Group Inc 0.26% Add +12.8% 1,642 $382K
RTD Financial Advisors, Inc. 0.05% No change 1,640 $381K
Linscomb Wealth, Inc. 0.02% No change 1,638 $381K
IMA Advisory Services, Inc. 0.05% New 1,638 $381K
Paulson Wealth Management Inc. 0.10% Reduce -8.0% 1,631 $379K
Integrated Capital Management, LLC 0.20% No change 1,628 $379K
Viawealth, LLC 0.23% Reduce -1.1% 1,629 $379K
Everhart Financial Group, Inc. 0.08% Reduce -0.1% 1,626 $378K
Ruggaard & Associates LLC 0.17% No change 1,623 $377K
Frazier Financial Advisors, LLC 0.30% Reduce -9.9% 1,607 $377K
McIlrath & Eck, LLC 0.05% Reduce -1.8% 1,619 $376K
IMS Capital Management 0.17% Add +1.1% 1,617 $376K
Thomasville National Bank 0.03% No change 1,617 $376K
Berbice Capital Management LLC 0.30% — 1,613 $375K
Douglass Winthrop Advisors, LLC 0.01% No change 1,609 $374K
JDM Financial Group LLC 0.19% No change 1,607 $374K
Old North State Trust, LLC 0.24% No change 1,597 $371K
Winthrop Capital Management, LLC 0.10% Add +5.2% 1,584 $371K
WMG Financial Advisors, LLC 0.16% Reduce -8.7% 1,594 $371K
JPL Wealth Management, LLC 0.11% — 1,587 $369K
Vishria Bird Financial Group, LLC 0.13% No change 1,586 $369K
Wealth Watch Advisors, INC 0.23% — 1,585 $369K
BSW Wealth Partners 0.05% No change 1,583 $368K
Optivise Advisory Services LLC 0.20% Reduce -6.6% 1,580 $367K
Fielder Capital Group LLC 0.11% No change 1,580 $367K
Floyd Financial Group LLC 0.30% — 1,605 $367K
Goldstone Financial Group, LLC 0.06% Add +0.1% 1,576 $366K
VERITY Wealth Advisors 0.26% No change 1,575 $366K
Apella Capital, LLC 0.01% Reduce -11.8% 1,570 $365K
Howard Financial Services, LTD. 0.05% Add +4.7% 1,569 $365K
Gries Financial LLC 0.06% Reduce -14.8% 1,562 $363K
Barrett & Company, Inc. 0.15% Add +136.2% 1,561 $363K
Wetzel Investment Advisors, Inc. 0.18% Reduce -1.4% 1,559 $362K
N.E.W. Advisory Services LLC 0.03% Add +45.2% 1,559 $362K
Vident Advisory, LLC 0.01% No change 1,557 $362K
Continuum Wealth Advisors, LLC 0.18% Reduce -31.4% 1,557 $362K
Gill Capital Partners, LLC 0.13% No change 1,555 $361K
Hutchinson Capital Management 0.07% No change 1,552 $361K
Clarus Group, Inc. 0.13% Add +0.1% 1,551 $361K
Carl P. Sherr & Co., LLC 0.19% No change 1,550 $360K
Global Wealth Strategies & Associates 0.11% No change 1,550 $360K
Trivium Point Advisory, LLC 0.05% Reduce -9.9% 1,550 $360K
Asset Planning Services Inc. /La/ 0.18% No change 1,550 $360K
Primoris Wealth Advisors, LLC 0.27% No change 1,541 $358K
Asset Allocation Strategies LLC 0.09% Add +42.5% 1,505 $355K
Westwood Holdings Group Inc. 0.00% Reduce -2.7% 1,526 $355K
JT Stratford LLC 0.06% Add +0.1% 1,518 $353K
Martel Wealth Advisors LLC 0.07% No change 1,518 $353K
Prairie Sky Financial Group LLC 0.22% Reduce -6.1% 1,511 $351K
Octavia Wealth Advisors, LLC 0.04% Reduce -0.3% 1,506 $350K
Altfest L J & Co. Inc. 0.04% Reduce -0.1% 1,501 $349K
Chatham Capital Group, Inc. 0.06% No change 1,500 $349K
Paragon Capital Management LLC 0.19% Reduce -3.2% 1,498 $349K
Aprio Wealth Management, LLC 0.05% Reduce -2.0% 1,483 $345K
Guyasuta Investment Advisors Inc. 0.02% No change 1,478 $344K
Centric Wealth Management 0.09% Add +3.0% 1,478 $344K
Diversified Trust Co. 0.01% New 1,478 $344K
ALM First Financial Advisors, LLC 0.08% No change 1,806 $343K
Norden Group LLC 0.04% No change 1,475 $343K
ORG Partners LLC 0.05% Add +111.3% 1,471 $343K
Southeast Asset Advisors, LLC 0.04% Add +25.7% 1,467 $341K
Allie Family Office LLC 0.19% No change 1,466 $341K
Opulen Financial Group LLC 0.31% — 1,466 $341K
Mindset Wealth Management, LLC 0.12% No change 1,459 $339K
Cardinal Point Capital Management ULC 0.05% No change 1,456 $339K
REDW Wealth LLC 0.12% Reduce -16.2% 1,453 $338K
Uptick Partners, LLC 0.12% No change 1,449 $337K
My Personal CFO, LLC 0.17% No change 1,446 $336K
Caldwell Sutter Capital, Inc. 0.16% No change 1,440 $335K
Cadent Capital Advisors, LLC 0.12% Add +20.3% 1,437 $334K
Capital Advantage, Inc. 0.06% New 1,436 $334K
Shared Vision Wealth Group LLC 0.18% No change 1,432 $333K
Bank of Stockton 0.10% New 1,430 $333K
Second Line Capital, LLC 0.09% Reduce -1.8% 1,428 $332K
Bessemer Group Inc. 0.00% Reduce -24.3% 1,425 $331K
Aerodigm Wealth, LLC 0.20% New 1,423 $331K
First American Bank 0.02% No change 1,423 $331K
Titleist Asset Management, LLC 0.04% New 1,423 $331K
Tufton Capital Management 0.06% No change 1,419 $330K
Farrell Financial LLC 0.24% Add +0.1% 1,416 $329K
Aldebaran Financial Inc. 0.38% Reduce -0.5% 1,395 $327K
King Wealth Management Group 0.05% Add +0.1% 1,407 $327K
Pacific Center for Financial Services 0.08% No change 1,405 $327K
PICTET BANK & TRUST Ltd 0.33% Reduce -37.9% 1,400 $326K
Ramirez Asset Management, Inc. 0.07% No change 1,400 $326K
Capitol Family Office, Inc. 0.43% No change 1,398 $325K
Allred Capital Management, LLC 0.13% Reduce -12.7% 1,393 $324K
Equita Financial Network, Inc. 0.12% Add +9.8% 1,395 $324K
SK Wealth Management, LLC 0.16% No change 1,389 $323K
Smith Thornton Advisors LLC 0.20% No change 1,385 $322K
Nicolet Advisory Services, LLC 0.03% Add +9.0% 1,406 $322K
TRUE Private Wealth Advisors 0.04% Reduce -1.0% 1,376 $320K
Straight Path Wealth Management 0.13% Add +0.1% 1,375 $320K
Wealth Quarterback LLC 0.15% Add +3.7% 1,375 $320K
Rice Partnership, LLC 0.06% Reduce -6.8% 1,373 $319K
Capital Management Associates, Inc 0.12% No change 1,369 $318K
Plan Group Financial, LLC 0.17% Reduce -2.1% 1,363 $317K
McCarthy & Cox 0.11% No change 1,362 $317K
Garden State Investment Advisory Services LLC 0.10% No change 1,360 $317K
MPWM Advisory Solutions, LLC 0.23% — 1,360 $316K
Graves Light Lenhart Wealth, Inc. 0.04% No change 1,359 $316K
Harmony Asset Management LLC 0.12% Add +5.2% 1,355 $315K
Impact Investors, Inc 0.24% — 1,353 $315K
Etesian Wealth Advisors, Inc. 0.14% Add +3.8% 1,352 $314K
Spinnaker Investment Group, LLC 0.08% No change 1,352 $314K
Sugarloaf Wealth Management, LLC 0.06% Add +0.1% 1,352 $314K
FRG Family Wealth Advisors LLC 0.06% No change 1,349 $314K
TFB Advisors LLC 0.09% Add +3.1% 1,346 $313K
Nikulski Financial, Inc. 0.09% No change 1,345 $313K
Ironwood Investment Counsel, LLC 0.05% Add +2.6% 1,344 $313K
Crux Wealth Advisors 0.17% — 1,343 $312K
Geller Advisors LLC 0.02% No change 1,340 $312K
Hurlow Wealth Management Group, Inc. 0.10% No change 1,337 $311K
WoodTrust Financial Corp 0.04% No change 1,335 $310K
Coastwise Capital Group, LLC 0.25% Reduce -1.0% 1,333 $310K
Hazlett, Burt & Watson, Inc. 0.14% Reduce -6.8% 1,334 $309K
LaSalle St. Investment Advisors, LLC 0.10% Add +14.1% 1,329 $309K
EWG Elevate Inc. 0.09% Reduce -26.9% 1,327 $309K
Valley National Advisers Inc. 0.06% No change 1,325 $308K
Thompson Investment Management, Inc. 0.04% New 1,323 $308K
Global Trust Asset Management, LLC 0.12% Add +29.6% 1,323 $308K
Clark Wealth Partners 0.24% — 1,322 $307K
Brown Miller Wealth Management, LLC 0.12% Reduce -44.5% 1,322 $307K
Regency Capital Management Inc.\DE 0.17% Reduce -0.2% 1,316 $306K
Meeder Advisory Services, Inc. 0.02% Reduce -3.9% 1,316 $306K
Waterfront Wealth Inc. 0.07% Reduce -2.5% 1,314 $306K
Private Capital Management LLC 0.06% Add +0.1% 1,312 $305K
Columbia Bank 0.11% New 1,338 $305K
Aspire Private Capital, LLC 0.08% No change 1,309 $304K
WR Wealth Planners, LLC 0.10% No change 1,307 $304K
Ridgecrest Wealth Partners, LLC 0.16% No change 1,305 $303K
Clearstead Trust, LLC 0.07% No change 1,304 $303K
Centiva Capital, LP 0.01% Reduce -73.4% 1,303 $303K
Union Savings Bank 0.15% No change 1,303 $303K
Vestia Personal Wealth Advisors 0.25% No change 1,300 $302K
Widmann Financial Services, Inc. 0.23% No change 1,300 $302K
Private Capital Management, LLC 0.03% No change 1,300 $302K
Executive Wealth Management, LLC 0.02% Add +4.3% 1,298 $302K
OLIO Financial Planning 0.11% No change 1,294 $301K
Kessler Investment Group, LLC 0.14% No change 1,292 $300K
Integrated Investment Consultants, LLC 0.06% No change 1,291 $300K
Maxele Advisors, LLC 0.29% — 1,288 $300K
Atlanta Consulting Group Advisors, LLC 0.11% Reduce -89.2% 1,282 $298K
Bell Investment Advisors, Inc 0.06% Add +4.9% 1,279 $297K
Wrapmanager Inc. 0.08% Reduce -1.1% 1,279 $297K
Dynamic Financial Group 0.30% — 1,276 $297K
MSH Capital Advisors LLC 0.09% Reduce -3.9% 1,273 $296K
Wellington Wealth Strategies, LLC. 0.27% New 1,236 $296K
Stonebridge Capital Advisors LLC 0.02% Add +35.4% 1,269 $295K
Atlantic Union Bankshares Corp 0.02% No change 1,266 $294K
Global Wealth Management Investment Advisory, Inc. 0.06% Reduce -3.7% 1,263 $294K
Cahaba Wealth Management, Inc. 0.02% No change 1,262 $293K
Wealthstar Advisors, LLC 0.13% — 1,253 $291K
Vise Technologies, Inc. 0.02% Add +14.1% 1,251 $291K
Blodgett Wealth Advisors, LLC 0.23% No change 1,250 $291K
Cornerstone Financial Group, LLC 0.29% — 1,249 $290K
Cadence Wealth Management LLC 0.19% No change 1,246 $290K
Greenwich Wealth Management LLC 0.02% Add +0.1% 1,243 $289K
Willner & Heller, LLC 0.25% Reduce -1.1% 1,242 $289K
Patriot Investment Management Group, Inc. 0.02% No change 1,242 $289K
Flaharty Asset Management, LLC 0.04% No change 1,241 $289K
Three Bridge Wealth Advisors, LLC 0.10% No change 1,238 $288K
Burns Matteson Capital Management, LLC 0.16% No change 1,236 $287K
Carolinas Wealth Consulting LLC 0.06% Add +0.2% 1,236 $287K
Burt Wealth Advisors 0.07% No change 1,235 $287K
Schechter Investment Advisors, LLC 0.02% No change 1,231 $286K
Ascent Wealth Partners, LLC 0.04% No change 1,230 $286K
MN Wealth Advisors, LLC 0.16% Reduce -0.1% 1,226 $285K
Flagship Private Wealth, LLC 0.14% Add +4.8% 1,225 $285K
Apeiron RIA LLC 0.08% Add +1.8% 1,223 $284K
Cove Private Wealth, LLC 0.17% New 1,220 $284K
Fairview Capital Investment Management, LLC 0.01% Reduce -3.0% 1,220 $284K
Braun Stacey Associates Inc. 0.01% Reduce -9.2% 1,212 $282K
Mogy Joel R Investment Counsel Inc. 0.02% No change 1,206 $280K
Royal Fund Management, LLC 0.03% Add +25.8% 1,203 $280K
Central Valley Advisors, LLC 0.13% No change 1,205 $280K
TFC Financial Management, Inc. 0.04% Add +0.1% 1,204 $280K
Bayshore Asset Management, LLC 0.13% Reduce -20.0% 1,200 $279K
Miller Investment Management, LP 0.03% Reduce -2.4% 1,198 $279K
Palogic Value Management, L.P. 0.11% No change 1,190 $277K
Summit Place Financial Advisors, LLC 0.16% Reduce -4.8% 1,185 $276K
Rosenberg Matthew Hamilton 0.07% No change 1,184 $275K
Matrix Asset Advisors Inc. 0.03% No change 1,180 $274K
Rolek Wealth Management LLC 0.21% — 1,180 $274K
Park National Corp. 0.01% No change 1,179 $274K
Curtis Advisory Group, LLC 0.07% Reduce -1.6% 1,177 $274K
Provident Wealth Management, LLC 0.09% Reduce -4.5% 1,176 $273K
PDS Planning, Inc 0.02% Add +0.1% 1,175 $273K
Opal Wealth Advisors, LLC 0.08% Add +0.1% 1,170 $272K
Horrell Capital Management, Inc. 0.08% No change 1,169 $272K
Canopy Partners, LLC 0.10% No change 1,168 $272K
Barnes Wealth Management Group, Inc 0.18% — 1,167 $271K
First Hawaiian Bank 0.01% No change 1,165 $271K
Atlas Brown,Inc. 0.09% No change 1,164 $271K
Novak & Powell Financial Services, Inc. 0.16% Reduce -6.8% 1,163 $271K
Rialto Wealth Management, LLC 0.09% — 1,163 $270K
Burney Co./ 0.01% Add +0.2% 1,162 $270K
44 Wealth Management LLC 0.10% No change 1,161 $270K
Grove Street Fiduciary, LLC 0.14% — 1,157 $269K
MBE Wealth Management, LLC 0.15% No change 1,156 $269K
Broadleaf Partners, LLC 0.06% Reduce -0.5% 1,156 $269K
Castle Rock Wealth Management, LLC 0.06% Add +5.1% 1,117 $268K
Cardiff Park Advisors, LLC 0.03% Add +0.1% 1,153 $268K
Intelligence Driven Advisers, LLC 0.05% Reduce -1.2% 1,152 $268K
American National Bank & Trust 0.03% Reduce -25.8% 1,150 $267K
Capital Advisors Wealth Management, LLC 0.05% Add +0.3% 1,148 $267K
Jacksonville Wealth Management, LLC 0.25% — 1,143 $266K
Marshall Financial Group, LLC 0.06% No change 1,142 $266K
LJI Wealth Management, LLC 0.05% No change 1,135 $264K
Chesley Taft & Associates LLC 0.01% No change 1,135 $264K
Sterling Group Wealth Management, LLC 0.14% No change 1,128 $262K
Fox Hill Wealth Management 0.15% Add +4.4% 1,126 $262K
Northwest Financial Advisors 0.22% Add +18.0% 1,126 $262K
Firethorn Wealth Partners, LLC 0.13% No change 1,125 $262K
StoneCrest Wealth Management, Inc. 0.17% Reduce -9.1% 1,122 $261K
Accel Wealth Management 0.10% No change 1,121 $261K
Brass Tax Wealth Management, Inc. 0.05% New 1,120 $260K
Weaver Consulting Group 0.08% Add +4.6% 1,114 $259K
Osborne Partners Capital Management, LLC 0.01% Reduce -15.1% 1,114 $259K
Clear Creek Financial Management, LLC 0.03% Add +8.6% 1,110 $258K
Transcendent Capital Group LLC 0.13% No change 1,104 $257K
Better Money Decisions, LLC 0.18% Reduce -5.0% 1,103 $256K
Capital City Trust Co. 0.06% No change 1,102 $256K
CFO4Life Group, LLC 0.04% No change 1,100 $256K
Long Island Wealth Management, Inc. 0.16% No change 1,091 $254K
Legacy Financial Strategies, LLC 0.05% No change 1,092 $253K
Destination Wealth Management 0.01% New 1,089 $253K
Affinity Wealth Management LLC 0.04% Add +0.7% 1,087 $253K
Hengehold Capital Management LLC 0.02% Add +0.1% 1,084 $252K
Eagle Rock Investment Company, LLC 0.04% Add +0.6% 1,083 $252K
BWM Planning, LLC 0.11% Add +0.1% 1,080 $251K
Advisory Resource Group 0.05% Reduce -14.9% 1,078 $251K
Kaye Capital Management 0.11% Add +0.2% 1,078 $251K
Blackston Financial Advisory Group, LLC 0.12% Reduce -10.5% 1,077 $250K
Walkner Condon Financial Advisors LLC 0.05% No change 1,067 $248K
Essex Bank 0.06% Add +14.9% 1,065 $248K
Bedell Frazier Investment Counselling, LLC 0.06% New 1,064 $247K
Alerus Financial NA 0.02% Reduce -46.4% 1,064 $247K
Triton Financial Group Inc 0.15% Reduce -6.0% 1,063 $247K
Bradley & Co. Private Wealth Management, LLC 0.15% — 1,063 $247K
Albion Financial Group 0.02% No change 1,063 $247K
Brueske Advisory Services, LLC 0.22% — 1,061 $247K
Blue Trust, Inc. 0.00% Reduce -57.5% 1,061 $247K
Bayesian Capital Management, LP 0.03% New 1,060 $246K
Clark Asset Management, LLC 0.05% New 1,057 $246K
Curated Wealth Partners LLC 0.03% No change 1,057 $246K
Maridea Wealth Management LLC 0.08% — 1,056 $246K
D'Orazio & Associates, Inc. 0.04% New 1,055 $245K
Monterey Private Wealth, Inc. 0.08% No change 1,053 $245K
Bell Bank 0.02% Add +2.0% 1,053 $245K
Payne Capital Management, LLC 0.10% — 1,047 $243K
First Western Trust Bank 0.01% No change 1,042 $242K
BKM Wealth Management, LLC 0.10% Add +11.1% 1,039 $242K
Cassady Schiller Wealth Management, LLC 0.09% Add +2.6% 1,039 $242K
Dash Acquisitions Inc. 0.05% No change 1,030 $241K
Naples Global Advisors, LLC 0.02% New 1,034 $240K
Stableford Capital II LLC 0.09% Reduce -3.7% 1,033 $240K
HMV Wealth Advisors, LLC 0.24% — 1,031 $240K
American Investment Services, Inc. 0.04% No change 1,030 $239K
InvesTrust 0.07% — 1,020 $239K
West Bancorporation Inc. 0.16% Reduce -5.8% 1,028 $239K
Northwest Bancshares, Inc. 0.04% No change 1,027 $239K
Fairhaven Wealth Management, LLC 0.07% Reduce -5.4% 1,026 $239K
CLG LLC 0.08% — 1,020 $237K
Petros Family Wealth, LLC 0.26% — 1,016 $236K
Steigerwald, Gordon & Koch Inc. 0.03% No change 1,015 $236K
Centerline Wealth Advisors, LLC 0.14% — 1,014 $236K
Harbor Group, Inc. 0.05% Add +0.1% 1,010 $235K
SRH Advisors, LLC 0.07% No change 1,007 $234K
Gruss & Co., LLC 0.99% No change 1,000 $233K
Ledgewood Wealth Advisors, LLC 0.15% No change 1,000 $233K
Libra Wealth LLC 0.09% No change 1,000 $233K
Nicolet Bankshares Inc. 0.05% No change 1,000 $233K
Belmont Capital, LLC 0.04% No change 1,000 $233K
Paloma Partners Management Co 0.02% New 1,000 $233K
Van Hulzen Asset Management, LLC 0.02% New 999 $232K
Beirne Wealth Consulting Services, LLC 0.08% Reduce -9.4% 996 $232K
Hancock Whitney Corp. 0.01% Reduce -1.8% 996 $232K
Glassy Mountain Advisors, Inc. 0.08% New 994 $231K
Accelerate Investment Advisors LLC 0.20% New 994 $231K
Asset Dedication, LLC 0.02% No change 993 $231K
Caxton Associates LP 0.01% New 990 $230K
FWL Investment Management, LLC 0.08% No change 987 $229K
Trail Ridge Investment Advisors, LLC 0.11% No change 986 $229K
GDS Wealth Management 0.02% New 986 $229K
White Pine Investment CO 0.06% No change 983 $229K
Resources Management Corp. /CT/ 0.03% No change 983 $229K
Indiana Trust & Investment Management Co 0.08% No change 984 $229K
ABLE Financial Group, LLC 0.07% New 982 $228K
Compass Financial Services Inc 0.13% — 981 $228K
Michels Family Financial, LLC 0.21% — 981 $228K
Avestar Capital, LLC 0.02% New 981 $228K
Alpha Financial Partners LLC 0.18% Reduce -94.2% 978 $227K
Bordeaux Wealth Advisors LLC 0.04% New 977 $227K
Winch Advisory Services, LLC 0.06% Add +15.3% 977 $227K
Wealth Dimensions Group, Ltd. 0.06% No change 974 $226K
A. D. Beadell Investment Counsel, Inc. 0.18% No change 975 $226K
Astoria Portfolio Advisors LLC. 0.08% New 988 $225K
Melone Private Wealth, LLC 0.12% Add +0.1% 968 $225K
Wescott Financial Advisory Group, LLC 0.02% Reduce -57.3% 967 $225K
Wealth Effects LLC 0.08% Reduce -15.6% 967 $225K
Sightline Wealth Advisors, LLC 0.12% No change 963 $224K
Werba Rubin Papier Wealth Management 0.05% New 962 $224K
West Wealth Group, LLC 0.07% New 961 $223K
Invera Wealth Advisors, LLC 0.22% Add +0.3% 924 $223K
Roof Eidam Maycock Peralta, LLC 0.06% No change 960 $223K
Dark Forest Capital Management LP 0.03% Reduce -51.0% 960 $223K
Chapin Davis, Inc. 0.07% No change 988 $223K
Pin Oak Investment Advisors Inc. 0.20% No change 986 $223K
Private Management Group Inc. 0.01% Reduce -12.6% 958 $223K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -5.0% 951 $223K
Pinnacle Wealth Management, LLC 0.25% No change 957 $223K
FCG Investment Co 0.14% Add +7.3% 956 $222K
DF Dent & Co. Inc. 0.00% No change 956 $222K
M1 Capital Management LLC 0.12% — 955 $222K
Trustees of Dartmouth College 0.07% No change 955 $222K
Clean Yield Group 0.07% No change 952 $221K
Q3 Asset Management 0.14% Reduce -43.7% 952 $221K
CAP Partners, LLC 0.16% No change 950 $221K
Cordgrass Capital Advisors, LLC 0.06% No change 950 $221K
Allegheny Financial Group 0.06% Reduce -20.8% 950 $221K
Peninsula Wealth, LLC 0.04% New 950 $221K
National Wealth Management Group, LLC 0.15% Reduce -51.9% 950 $221K
Harvest Fund Management Co., Ltd 0.01% No change 948 $220K
Marks Group Wealth Management, Inc 0.02% No change 945 $220K
Birch Financial Group, LLC 0.25% — 945 $220K
Brown Wealth Management, LLC 0.08% Reduce -0.4% 938 $218K
Olistico Wealth, LLC 0.13% No change 936 $218K
Avaii Wealth Management, LLC 0.11% No change 930 $216K
Eubel Brady & Suttman Asset Management Inc. 0.03% No change 927 $216K
Crescent Grove Advisors, LLC 0.02% Reduce -1.6% 928 $216K
Bernard Wealth Management Corp. 0.10% — 925 $215K
Oliver Lagore Vanvalin Investment Group 0.06% Add +2.1% 925 $215K
Matthew Goff Investment Advisor, LLC 0.04% New 922 $214K
Fi3 FINANCIAL ADVISORS, LLC 0.08% No change 921 $214K
Verus Wealth Management, LLC 0.24% — 919 $214K
McNamara Financial Services, Inc. 0.05% No change 915 $213K
Gibbs Wealth Management 0.06% New 914 $213K
Investors Asset Management of Georgia Inc. /Ga/ 0.10% No change 910 $212K
Dimension Capital Management LLC 0.03% No change 909 $211K
Balentine LLC 0.01% Reduce -10.1% 909 $211K
Fayez Sarofim & Co 0.00% No change 906 $211K
Meridian Wealth Partners, LLC 0.03% Add +0.1% 904 $210K
Midwest Financial Group LLC 0.12% Reduce -1.4% 903 $210K
Avalon Trust Co 0.01% No change 901 $210K
Bray Capital Advisors 0.06% Reduce -2.7% 900 $209K
Mitchell Sinkler & Starr 0.06% No change 900 $209K
FourThought Financial Partners, LLC 0.02% New 899 $209K
Gemmer Asset Management LLC 0.02% New 897 $209K
Lee Danner & Bass Inc. 0.02% New 895 $208K
Edgemoor Investment Advisors, Inc. 0.02% Reduce -44.1% 895 $208K
BCU Wealth Advisors, LLC 0.12% Add +0.2% 893 $208K
Lifeworks Advisors, LLC 0.04% Reduce -24.0% 891 $207K
Hamilton Point Investment Advisors, LLC 0.04% Add +2.8% 890 $207K
MFG Wealth Management, Inc. 0.19% — 887 $206K
Wallace Advisory Group, LLC 0.14% New 913 $206K
LongView Wealth Management 0.06% New 887 $206K
Investors Research Corp 0.05% No change 885 $206K
G2 Capital Management, LLC / Oh 0.06% New 882 $205K
Mountain Capital Investment Advisors Inc. 0.04% Reduce -2.2% 871 $204K
Revolve Wealth Partners, LLC 0.03% New 877 $204K
Lokken Investment Group LLC 0.09% Reduce -13.3% 875 $204K
Shira Ridge Wealth Management 0.10% New 870 $202K
Virtue Capital Management, LLC 0.04% New 869 $202K
CVFG LLC 0.18% — 865 $201K
Security National Bank of Sioux City Iowa 0.14% New 864 $201K
Ballast Advisors LLC 0.06% No change 863 $201K
Phillips Financial Management, LLC 0.02% No change 859 $200K
Davis Capital Management 0.16% Reduce -5.0% 822 $191K
Missouri Trust & Investment Co 0.07% Reduce -0.2% 822 $191K
Colonial Trust Co / SC 0.03% No change 822 $191K
Friedenthal Financial 0.11% No change 819 $190K
LFA - Lugano Financial Advisors SA 0.12% No change 813 $189K
WFA Asset Management Corp 0.10% Add +196.7% 810 $188K
Atlantic Private Wealth, LLC 0.14% No change 809 $188K
Sage Mountain Advisors LLC 0.01% Add +3.9% 798 $186K
Proffitt & Goodson Inc. 0.03% No change 775 $180K
REAP Financial Group, LLC 0.04% Reduce -1.4% 773 $180K
CVA Family Office, LLC 0.03% Add +4.9% 751 $175K
Ethos Financial Group, LLC 0.02% New 749 $174K
Painted Porch Advisors LLC 0.08% No change 736 $171K
Avion Wealth 0.04% Reduce -31.3% 723 $168K
SYM FINANCIAL Corp 0.02% Add +3.8% 705 $164K
Sava Infond d.o.o. 0.03% — 700 $163K
Grove Bank & Trust 0.02% No change 700 $163K
Greenline Partners, LLC 0.02% New 685 $159K
Northwest Capital Management Inc 0.07% No change 684 $159K
Beaird Harris Wealth Management, LLC 0.01% Reduce -87.7% 684 $159K
Perkins Coie Trust Co 0.03% No change 666 $155K
Oarsman Capital, Inc. 0.03% Reduce -13.4% 659 $153K
SJS Investment Consulting Inc. 0.03% No change 655 $152K
Sierra Ocean, LLC 0.12% — 648 $151K
Ogorek Anthony Joseph /NY/ 0.05% Add +0.2% 640 $148K
MGB Wealth Management, LLC 0.05% No change 635 $148K
West Paces Advisors Inc. 0.04% Add +24.0% 626 $146K
Caitlin John, LLC 0.10% Add +0.8% 622 $145K
Bellevue Asset Management, LLC 0.07% No change 620 $144K
PSI Advisors, LLC 0.04% Reduce -52.1% 613 $143K
BTG Pactual Asset Management US LLC 0.02% New 604 $140K
Crowley Wealth Management, Inc. 0.12% — 600 $140K
Security National Bank 0.02% No change 600 $140K
Quintet Private Bank (Europe) S.A. 0.01% No change 600 $140K
Tacita Capital Inc 0.10% No change 592 $138K
Ameriflex Group, Inc. 0.06% — 590 $136K
Evelyn Partners Asset Management Ltd 0.04% — 583 $136K
Integrity Financial Corp 0.08% No change 579 $135K
Bare Financial Services, Inc 0.05% No change 578 $134K
Versant Capital Management, Inc 0.03% No change 577 $134K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +22.7% 568 $132K
Toronto Dominion Bank 0.00% Reduce -46.5% 558 $130K
Ridgewood Investments LLC 0.06% Add +56.5% 554 $129K
Evelyn Partners Investment Management LLP 0.00% — 550 $128K
Marquette Asset Management, LLC 0.02% Reduce -75.8% 546 $127K
Glassman Wealth Services 0.02% No change 542 $126K
Blue Bell Private Wealth Management, LLC 0.02% No change 539 $125K
Anchor Investment Management, LLC 0.01% Reduce -12.4% 539 $125K
HHM Wealth Advisors, LLC 0.02% No change 531 $123K
PFG Private Wealth Management, LLC 0.07% New 526 $122K
South Plains Financial, Inc. 0.09% — 515 $120K
Key Financial Inc 0.03% No change 508 $118K
Cornerstone Planning Group LLC 0.03% Reduce -29.1% 517 $118K
First PREMIER Bank 0.03% Reduce -3.1% 502 $117K
Legacies Wealth LLC 0.09% No change 500 $116K
Ruedi Wealth Management, Inc. 0.04% No change 490 $114K
Arlington Trust Co LLC 0.02% No change 480 $112K
Financial Perspectives, Inc 0.04% Add +0.2% 476 $111K
WealthCollab, LLC 0.07% No change 462 $107K
Morling Financial Advisors, LLC 0.04% New 461 $107K
Guardian Wealth Management, Inc. 0.07% Reduce -25.5% 446 $104K
West Oak Capital, LLC 0.05% Add +1.6% 440 $102K
Peterson Wealth Services 0.03% Add +0.2% 430 $100K
Sittner & Nelson, LLC 0.04% No change 425 $99K
JNBA Financial Advisors 0.01% No change 413 $96K
Bogart Wealth, LLC 0.00% Reduce -0.2% 410 $95K
2UniFi Bank 0.06% — 410 $95K
Mowery & Schoenfeld Wealth Management, LLC 0.18% No change 400 $93K
VSM Wealth Advisory, LLC 0.03% — 400 $93K
Old Second National Bank of Aurora 0.02% No change 400 $93K
West Branch Capital LLC 0.03% No change 396 $92K
Human Investing LLC 0.02% New 394 $92K
Zions Bancorporation, N.A. 0.01% Add +5.8% 386 $90K
Pineridge Advisors LLC 0.03% Reduce -98.4% 382 $89K
Advanced Asset Management Advisors Inc 0.02% Add +4.4% 378 $88K
Windsor Advisory Group, LLC 0.10% Add +82.5% 365 $85K
Founders Capital Management 0.05% No change 361 $84K
Cyrus J. Lawrence, LLC 0.02% No change 350 $81K
Graney & King, LLC 0.06% — 348 $81K
Knuff & Co LLC 0.02% No change 325 $76K
Roxbury Financial LLC 0.07% — 322 $75K
Matrix Private Capital Group LLC 0.04% No change 318 $74K
Annis Gardner Whiting Capital Advisors, LLC 0.02% No change 310 $72K
Gables Capital Management Inc. 0.03% No change 310 $72K
Coastline Trust Co 0.01% No change 305 $71K
Quent Capital, LLC 0.01% No change 305 $71K
Harbor Capital Advisors, Inc. 0.00% Reduce -52.8% 300 $70K
Optimum Investment Advisors 0.03% No change 300 $70K
Rothschild Investment LLC 0.00% Reduce -5.1% 300 $70K
Halbert Hargrove Global Advisors, LLC 0.00% New 293 $68K
Ameritas Investment Partners, Inc. 0.00% No change 287 $67K
Sound Income Strategies, LLC 0.00% Reduce -85.3% 282 $66K
DiNuzzo Private Wealth, Inc. 0.01% No change 275 $64K
Wellington Shields Capital Management, LLC 0.01% No change 273 $63K
Luken Investment Analytics, LLC 0.03% No change 272 $63K
CarsonAllaria Wealth Management, Ltd. 0.04% No change 266 $62K
Hartford Financial Management Inc. 0.01% Add +12.1% 260 $60K
Concord Wealth Partners 0.01% New 256 $60K
Capital & Planning, LLC 0.04% — 250 $58K
Studio Investment Management LLC 0.01% No change 248 $58K
Angeles Wealth Management, LLC 0.00% Reduce -2.0% 246 $57K
Front Row Advisors LLC 0.02% No change 245 $57K
Financial Life Planners 0.05% — 244 $57K
Quest 10 Wealth Builders, Inc. 0.06% — 244 $57K
Synergy Asset Management, LLC 0.00% New 251 $57K
Creative Capital Management Investments LLC 0.02% No change 242 $56K
Loomis Sayles & Co. L P 0.00% No change 242 $56K
Park Place Capital Corp 0.02% Reduce -64.3% 238 $55K
Raffa Wealth Management, LLC 0.01% New 233 $54K
Covestor Ltd 0.03% Add +28.7% 233 $54K
Legacy Investment Solutions, LLC 0.04% No change 229 $53K
Legacy Wealth Managment, LLC 0.04% No change 229 $53K
Wintrust Investments LLC 0.05% Reduce -47.5% 225 $52K
Ascentis Wealth Management, LLC 0.02% Reduce -16.8% 223 $52K
Coppell Advisory Solutions LLC 0.01% Add +119.0% 219 $51K
Creekmur Asset Management LLC 0.01% No change 220 $51K
TLW Wealth Management, LLC 0.03% No change 218 $51K
Wagner Wealth Management, LLC 0.01% No change 218 $51K
Washington Trust Advisors, Inc. 0.00% No change 217 $50K
Eukles Asset Management 0.02% Reduce -31.4% 216 $50K
Park Square Financial Group, LLC 0.03% — 212 $49K
Investment Research & Advisory Group, Inc. 0.02% No change 212 $49K
Blume Capital Management, Inc. 0.01% No change 211 $49K
Murphy & Mullick Capital Management Corp 0.05% — 211 $49K
Mascoma Wealth Management LLC 0.01% No change 197 $46K
BankPlus Trust Department 0.01% — 192 $45K
Rakuten Securities, Inc. 0.02% Add +66.7% 180 $42K
Main Street Group, LTD 0.02% Add +1.1% 177 $41K
Richard Bernstein Advisors LLC 0.00% No change 170 $40K
Core Alternative Capital 0.01% Reduce -60.2% 165 $38K
Vision Financial Markets LLC 0.04% — 164 $38K
Tower View Wealth Management LLC 0.02% Add +15.7% 162 $38K
Cedar Mountain Advisors, LLC 0.01% Add +201.9% 160 $37K
Elevation Wealth Partners, LLC 0.01% No change 153 $36K
Sachetta, LLC 0.01% No change 151 $35K
Runnymede Capital Advisors, Inc. 0.03% — 150 $35K
Piscataqua Savings Bank 0.03% No change 148 $34K
Minot DeBlois Advisors LLC 0.03% — 141 $33K
New Republic Capital, LLC 0.02% No change 141 $33K
Steph & Co. 0.01% No change 141 $33K
Raleigh Capital Management Inc. 0.01% No change 140 $33K
Reyes Financial Architecture, Inc. 0.02% — 131 $30K
Capital Investment Counsel, Inc 0.00% No change 125 $29K
Godsey & Gibb, Inc. 0.00% No change 124 $29K
City State Bank 0.01% Reduce -84.8% 115 $27K
AllSquare Wealth Management LLC 0.01% No change 112 $26K
Smithfield Trust Co 0.00% No change 110 $26K
WPG Advisers, LLC 0.02% — 109 $25K
Brown, Lisle/Cummings, Inc. 0.01% No change 108 $25K
Financial Avengers, Inc. 0.01% No change 101 $24K
Silicon Valley Capital Partners 0.00% Reduce -66.5% 101 $23K
Delta Asset Management LLC 0.00% No change 101 $23K
Kieckhefer Group LLC 0.01% — 100 $23K
Mark Sheptoff Financial Planning, LLC 0.01% No change 100 $23K
GHP Investment Advisors, Inc. 0.00% Reduce -91.6% 100 $23K
Fortis Group Advisors, LLC 0.00% No change 95 $22K
Financial Gravity Companies, Inc. 0.00% New 89 $21K
Guardian Wealth Advisors, LLC / NC 0.00% Add +90.7% 82 $19K
Millstone Evans Group, LLC 0.01% — 81 $19K
Van Eck Associates Corp. 0.00% Add +77.3% 78 $18K
Delos Wealth Advisors, LLC 0.01% No change 75 $17K
Strategic Investment Solutions, Inc. 0.01% No change 72 $17K
Financial Management Professionals, Inc. 0.00% No change 72 $17K
Hager Investment Management Services, LLC 0.01% — 71 $17K
LGT Financial Advisors LLC 0.04% Add +37.3% 70 $16K
Morton Brown Family Wealth, LLC 0.01% No change 66 $15K
Central Pacific Bank - Trust Division 0.00% No change 63 $15K
Modus Advisors, LLC 0.00% New 62 $14K
Wood Tarver Financial Group, LLC 0.00% — 62 $14K
Safe Harbor Fiduciary, LLC 0.01% No change 60 $14K
Accredited Wealth Management, LLC 0.01% — 57 $13K
Trivant Custom Portfolio Group, LLC 0.01% New 56 $13K
Arvest Investments, Inc. 0.00% No change 56 $13K
North Ridge Wealth Advisors, Inc. 0.01% New 49 $11K
Kozak & Associates, Inc. 0.00% New 47 $11K
Lowe Wealth Advisors, LLC 0.00% No change 46 $11K
Wolff Wiese Magana LLC 0.01% Add +9.8% 45 $10K
Gen-Wealth Partners Inc 0.00% No change 40 $9K
Element Wealth, LLC 0.00% No change 38 $9K
Daiwa Securities Group Inc. 0.00% Reduce -50.7% 35 $8K
Hopwood Financial Services, Inc. 0.01% — 33 $8K
GoalVest Advisory LLC 0.00% New 31 $7K
Evergreen Private Wealth LLC 0.00% No change 30 $7K
FPC Investment Advisory, Inc. 0.01% Reduce -6.3% 30 $7K
Advantage Trust Co 0.00% New 29 $7K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.9% 27 $6K
American Capital Advisory, LLC 0.00% No change 26 $6K
Family Manage LLC 0.00% New 26 $6K
Alexis Investment Partners, LLC 0.00% — 25 $6K
DecisionPoint Financial, LLC 0.00% No change 25 $6K
Arcadia Investment Management Corp. 0.00% Add +9.1% 24 $6K
Dunhill Financial, LLC 0.00% No change 24 $6K
Orion Capital Management LLC 0.00% New 22 $5K
Signature Resources Capital Management, LLC 0.00% No change 22 $5K
Lanark Financial, Inc. 0.40% — 18 $4K
Legend Financial Advisors, Inc. 0.00% New 18 $4K
New Millennium Group LLC 0.00% No change 14 $3K
Atlatl Advisers LLC 0.00% — 13 $3K
Red Tortoise LLC 0.00% New 13 $3K
Marshall & Sterling Wealth Advisors Inc. 0.00% — 10 $2K
Center for Financial Planning, Inc. 0.00% No change 9 $2K
Semmax Financial Advisors Inc. 0.00% No change 8 $2K
IMG Wealth Management, Inc. 0.00% — 8 $2K
DHJJ Financial Advisors, Ltd. 0.00% Add +250.0% 7 $2K
Highline Wealth Partners LLC 0.00% No change 6 $1K
Bridge Generations Wealth Management LLC 0.00% — 5 $1K
Evolution Advisers, Inc. 0.00% No change 8 $1K
Wingate Wealth Advisors, Inc. 0.00% — 3 $698
Capital A Wealth Management, LLC 0.00% — 2 $465
Abound Wealth Management 0.00% Reduce -99.7% 1 $196
FSC Wealth Advisors, LLC 0.00% New 100 $73

"% of holder's portfolio" is XLK's weight in each manager's 13F, not the share of SS Technology Select Sector the manager owns.