SS Technology Select SectorXLKETF

13F holders, Q1 2025 (March 31)
2,135holders −64
124new positions
170sold out
9famous investors
$206.18avg. 13F price*

At the end of Q1 2025, 2,135 institutions reported holding SS Technology Select Sector (XLK) in their 13F filings, down 64 from Q4 2024. 124 opened new positions and 170 sold out. The largest holders were Bank of America Corp. ($2.7B), Wells Fargo & Company ($2.3B) and Morgan Stanley ($2.0B). 9 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).

Company
SS Technology Select Sector
Filed as
SELECT SECTOR SPDR TR (Q1 2025)
CUSIP
81369Y803
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions124$428.0M
Exits170$1.2B

All 13F filers, Q4 2024 → Q1 2025: 10,406,076 shares bought and 16,087,936 shares sold, net −5,681,860 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,135 holders

Bank of America Corp. 0.24% Add +2.9% 12,879,766 $2.7B
Wells Fargo & Company 0.56% Add +1.3% 11,147,113 $2.3B
Morgan Stanley 0.15% Reduce -0.4% 9,822,279 $2.0B
LPL Financial LLC 0.59% Reduce -1.1% 7,392,315 $1.5B
UBS Group AG 0.25% Reduce -5.1% 5,367,944 $1.1B
Ameriprise Financial Inc. 0.29% Reduce -10.9% 5,109,310 $1.1B
Envestnet Asset Management Inc. 0.34% Reduce -6.7% 5,062,911 $1.0B
Goldman Sachs Group Inc. 0.19% Reduce -7.7% 4,902,427 $1.0B
CHURCHILL MANAGEMENT Corp 12.10% Reduce -10.0% 4,619,895 $953.9M
Raymond James Financial Inc. 0.33% Reduce -3.2% 4,225,687 $872.5M
Royal Bank of Canada 0.13% Reduce -1.9% 2,834,037 $585.2M
Truist Financial Corp. 0.89% Add +1.7% 2,700,130 $557.5M
Janney Montgomery Scott LLC 1.51% Add +0.4% 2,583,831 $533.5M
Harel Insurance Investments & Financial Services Ltd. 5.90% Add +28.0% 2,183,259 $450.8M
Two Sigma Investments, LP 0.98% Add +64.9% 2,088,701 $431.3M
WestEnd Advisors, LLC 10.66% Reduce -1.1% 1,945,917 $401.8M
JPMorgan Chase & Co. 0.03% Add +2.9% 1,834,258 $378.7M
Migdal Insurance & Financial Holdings Ltd. 4.66% Add +65.2% 1,607,952 $332.0M
State Street Corp. 0.01% Add +76.2% 1,597,303 $329.8M
Northern Trust Corp. 0.05% Add +3.3% 1,566,514 $323.5M
US Bancorp \de 0.39% Reduce -1.2% 1,420,618 $293.3M
Nissay Asset Management Corp. /Japan 1.90% Reduce -15.1% 1,415,006 $292.2M
Focus Partners Wealth 0.72% Add +6.7% 1,396,978 $288.4M
Jane Street Group, LLC 0.49% Add +27.9% 1,313,211 $271.2M
Agf Management Ltd. 1.28% Reduce -54.3% 1,168,858 $241.3M
Charles Schwab Investment Management Inc. 0.04% Reduce -40.7% 1,110,236 $229.2M
CW Advisors, LLC 2.48% Add +0.9% 1,003,072 $207.1M
Equitable Holdings, Inc. 1.85% Reduce -4.8% 941,833 $194.5M
Commonwealth Equity Services, LLC 0.27% Reduce -0.5% 939,989 $194.1M
Rockefeller Capital Management L.P. 0.44% Add +1.6% 861,587 $177.9M
Menora Mivtachim Holdings LTD. 1.13% Add +30568.1% 841,840 $173.8M
PNC Financial Services Group, Inc. 0.09% Add +0.1% 835,178 $172.4M
Stifel Financial Corp. 0.18% Add +4.4% 812,947 $167.9M
Cetera Investment Advisers 0.32% Add +2.9% 798,241 $164.8M
Osaic Holdings, Inc. 0.35% Add +8.2% 756,440 $156.3M
HighTower Advisors, LLC 0.21% Add +1.8% 736,236 $152.0M
Main Management ETF Advisors, LLC 7.24% Add +10.3% 1,019,510 $148.9M
KCM Investment Advisors LLC 5.31% Add +2.7% 711,704 $147.0M
EP Wealth Advisors, LLC 1.14% Add +0.8% 690,537 $142.6M
Captrust Financial Advisors 0.35% Reduce -7.4% 683,791 $141.2M
Victory Capital Management Inc. 0.14% Add +2.0% 667,172 $137.8M
RiverFront Investment Group, LLC 2.89% Add +2.8% 629,298 $129.9M
J.Safra Asset Management Corp 10.05% Add +3.7% 598,340 $123.5M
Barclays PLC 0.06% Add +35.0% 592,111 $122.3M
Swan Global Investments, LLC 6.15% Reduce -7.8% 587,053 $121.2M
Bank of Montreal 0.06% Add +4.2% 562,894 $116.2M
Advisory Alpha, LLC 3.82% Add +12.8% 544,554 $112.4M
Mariner, LLC 0.18% Reduce -5.9% 523,733 $108.1M
SRB Corp. 6.89% New 511,482 $105.6M
1832 Asset Management L.P. 0.20% Reduce -21.8% 508,401 $105.0M
Private Advisor Group, LLC 0.63% Reduce -3.1% 507,285 $104.7M
Cwm, LLC 0.40% Add +9.9% 490,080 $101.2M
Cambridge Investment Research Advisors, Inc. 0.34% Reduce -0.8% 485,860 $100.3M
Conservest Capital Advisors, Inc. 10.50% Reduce -1.3% 483,999 $99.9M
TD Asset Management Inc 0.09% Add +2.5% 482,694 $99.7M
Corient Private Wealth LP 0.16% Reduce -19.1% 479,390 $99.0M
Bar Harbor Wealth Management 6.40% Reduce -1.4% 468,257 $96.7M
Pathstone Holdings, LLC 0.41% Add +82.5% 453,420 $93.6M
Jump Financial, LLC 1.41% New 443,068 $91.5M
Millennium Management 0.09% Add +350.0% 417,219 $86.1M
Spinnaker Trust 5.43% Reduce -2.9% 402,588 $83.1M
Fifth Third Bancorp 0.30% Reduce -0.3% 385,388 $79.6M
MML Investors Services, LLC 0.26% Reduce -14.3% 379,928 $78.4M
BlackRock, Inc. 0.00% Reduce -55.6% 370,432 $76.5M
Assetmark, Inc. 0.21% Add +27.7% 361,784 $74.7M
Bellwether Advisors, LLC 15.06% Reduce -25.3% 349,151 $72.1M
Citigroup Inc. 0.05% Reduce -3.5% 346,275 $71.5M
Gerber Kawasaki Wealth & Investment Management 3.03% Add +3.5% 326,612 $67.4M
Kestra Advisory Services, LLC 0.32% Reduce -15.1% 321,511 $66.4M
Provida Pension Fund Administrator 1.32% Reduce -28.3% 317,559 $65.6M
Parker Investment Management, LLC 11.51% Reduce -0.3% 311,965 $64.4M
Qube Research & Technologies Ltd 0.10% Add +208.5% 309,613 $63.9M
Wealth Enhancement Advisory Services, LLC 0.12% Reduce -2.9% 306,296 $63.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.95% Reduce -20.6% 306,015 $63.2M
Cornerstone Advisors, LLC 2.72% Add +2.3% 305,400 $63.1M
Wharton Business Group, LLC 2.66% Add +0.8% 283,818 $58.8M
Trek Financial, LLC 4.09% Reduce -12.8% 273,849 $56.5M
CoreCap Advisors, LLC 2.45% Add +6.1% 269,222 $55.6M
Capital Investment Advisors, LLC 1.09% Reduce -1.1% 268,908 $55.5M
Full Sail Capital, LLC 3.41% Add +0.9% 255,396 $52.7M
Integrated Wealth Concepts LLC 0.61% Add +0.4% 255,305 $52.7M
Evolution Wealth Advisors, LLC 8.78% Reduce -1.5% 254,796 $52.6M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8.55% No change 250,800 $51.8M
Sanctuary Advisors, LLC 0.35% Reduce -1.3% 242,886 $50.2M
IMZ Advisory Inc 22.67% Add +6.2% 242,096 $50.0M
GTS Securities LLC 2.10% Add +252.8% 234,444 $48.4M
TD Waterhouse Canada Inc. 0.38% Add +2.7% 226,092 $46.9M
Salomon & Ludwin, LLC 4.84% Add +6.7% 220,017 $45.4M
Kingsview Wealth Management, LLC 0.85% Add +1.2% 217,262 $44.9M
Main Management LLC 3.91% Reduce -1.1% 215,325 $44.5M
Meitav Investment House Ltd. 0.80% Reduce -3.8% 211,255 $43.6M
Creative Planning 0.04% Add +3.1% 210,867 $43.5M
Alps Advisors Inc. 0.25% Add +34.9% 209,994 $43.4M
Nan Shan Life Insurance Co., Ltd. 1.01% Add +44.9% 207,562 $42.9M
Old National Bancorp 1.10% Reduce -6.5% 202,945 $41.9M
Krilogy Financial LLC 2.65% Add +14.4% 198,328 $41.0M
United Asset Strategies, Inc. 3.72% Add +0.7% 193,858 $40.0M
FMR LLC 0.00% Add +1.4% 190,022 $39.2M
Moment Partners, LLC 7.73% Reduce -0.8% 189,023 $39.0M
Comerica Bank 0.16% Add +1.8% 182,589 $37.7M
Graypoint LLC 2.33% Reduce -6.0% 180,652 $37.3M
Oppenheimer Asset Management Inc. 0.46% Reduce -3.0% 179,867 $37.1M
Commerce Bank 0.24% Add +1.7% 179,782 $37.1M
Hollencrest Capital Management 1.63% Reduce -5.7% 179,591 $37.1M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5.45% Add +4.7% 172,943 $35.7M
MAI Capital Management 0.27% Reduce -1.4% 171,695 $35.5M
Steward Partners Investment Advisory, LLC 0.31% Add +4.5% 171,261 $35.4M
Phoenix Financial Ltd. 0.53% Add +0.7% 167,323 $34.5M
Stillwater Capital Advisors, LLC 4.69% Add +1.4% 162,738 $33.6M
Spectrum Wealth Counsel, LLC 3.93% Reduce -11.4% 158,473 $32.7M
Chemung Canal Trust Co. 7.06% Reduce -13.0% 155,525 $32.1M
Carnegie Investment Counsel 0.75% Add +2.4% 172,494 $31.7M
Cerity Partners LLC 0.07% Reduce -4.6% 153,558 $31.7M
DAVENPORT & Co LLC 0.18% Add +0.9% 150,341 $31.0M
Atria Wealth Solutions, Inc. 0.37% Reduce -10.7% 149,769 $30.9M
Kwmg, LLC 3.14% Add +333.8% 149,556 $30.9M
Janney Capital Management LLC 2.11% Reduce -2.3% 148,284 $30.6M
Jones Financial Companies LLLP 0.03% Add +47.0% 148,236 $30.6M
RFG Advisory, LLC 0.82% Add +7.5% 147,535 $30.5M
Concurrent Investment Advisors, LLC 0.74% Add +18.9% 146,989 $30.4M
Federation des caisses Desjardins du Quebec 0.15% Reduce -4.7% 146,855 $30.3M
&partners 0.32% Add +12.0% 144,020 $29.8M
Clarity Financial LLC 3.41% Add +22.3% 143,740 $29.7M
Tocqueville Asset Management L.P. 0.49% Add +2.9% 143,687 $29.7M
Asset Advisors Investment Management, LLC 3.09% Reduce -0.9% 142,232 $29.4M
Citizens Financial Group Inc. 0.58% Add +0.2% 141,212 $29.2M
Baird Financial Group, Inc. 0.06% Reduce -5.3% 141,159 $29.1M
Lido Advisors, LLC 0.17% Add +15.0% 139,569 $28.8M
Petredis Investment Advisors LLC 2.98% Reduce -0.1% 138,152 $28.5M
Prosperity Consulting Group, LLC 2.18% Add +0.7% 136,320 $28.1M
NWF Advisory Services Inc. 3.92% Add +0.4% 135,040 $27.9M
AlphaStar Capital Management, LLC 2.79% Reduce -1.9% 134,488 $27.8M
Brave Asset Management Inc. 8.73% Add +5.1% 134,421 $27.8M
Peapack Gladstone Financial Corp. 0.41% Reduce -2.8% 134,247 $27.7M
Dakota Wealth Management 0.65% Reduce -0.8% 134,178 $27.7M
First Interstate Bank 1.64% Reduce -5.6% 132,784 $27.4M
Point72 Asset Management 0.08% Reduce -13.6% 130,000 $26.8M
Vickerman Investment Advisors, Inc. 6.08% Add +17.2% 129,940 $26.8M
Ayalon Insurance Comp Ltd. 8.42% Add +4.6% 126,375 $26.1M
WBH Advisory Inc. 2.40% Reduce -4.2% 124,531 $25.7M
First Horizon Advisors, Inc. 0.72% Reduce -1.5% 124,329 $25.7M
BNP Paribas Financial Markets 0.02% Reduce -72.4% 122,611 $25.3M
Yarbrough Capital, LLC 1.08% No change 122,040 $25.2M
Biltmore Wealth Management, LLC 10.58% Reduce -1.2% 121,520 $25.1M
Premier Path Wealth Partners, LLC 3.89% Add +2.4% 121,199 $25.0M
HSBC Holdings PLC 0.02% Add +987.4% 121,671 $24.8M
Quantinno Capital Management LP 0.16% Add +20.3% 118,604 $24.5M
Intrua Financial, LLC 3.82% Reduce -9.9% 118,279 $24.4M
Martin & Co. Inc. 4.66% Add +0.7% 116,815 $24.1M
Bailard, Inc. 0.62% Reduce -0.4% 116,630 $24.1M
IHT Wealth Management, LLC 0.75% Reduce -5.6% 115,653 $23.9M
Long Run Wealth Advisors, LLC 5.42% Add +15.8% 115,750 $23.9M
ARS Wealth Advisors Group, LLC 3.35% Reduce -0.9% 114,863 $23.7M
Strategic Point Investment Advisors, LLC 3.94% Reduce -1.6% 114,652 $23.7M
Advisory Services Network, LLC 0.45% Reduce -4.1% 113,957 $23.5M
Meiji Yasuda Life Insurance Co 0.47% New 112,862 $23.3M
D. E. Shaw & Co. 0.03% New 111,335 $23.0M
Essex LLC 4.90% Add +2.6% 109,528 $22.6M
IFP Advisors, Inc 0.70% Add +8.6% 109,418 $22.6M
Buffington Mohr McNeal 4.33% Reduce -0.5% 106,298 $21.9M
Ashton Thomas Private Wealth, LLC 0.84% Reduce -53.0% 106,160 $21.9M
Fairfield Financial Advisors, LTD 8.25% Reduce -0.9% 105,703 $21.8M
Robertson Stephens Wealth Management, LLC 0.82% Reduce -18.1% 105,677 $21.8M
Oakworth Capital, Inc. 1.51% Add +0.8% 104,981 $21.7M
Gratus Wealth Advisors, LLC 3.56% Reduce -17.1% 104,948 $21.7M
Mercer Global Advisors Inc. 0.05% Reduce -8.7% 104,778 $21.6M
Northeast Financial Consultants Inc 0.94% Reduce -4.6% 102,372 $21.1M
Taiyo Life Insurance Co. 1.89% No change 102,200 $21.1M
Park Avenue Securities LLC 0.26% Reduce -17.2% 101,382 $20.9M
Stratos Wealth Partners, LTD. 0.32% Reduce -0.5% 100,980 $20.9M
SG Americas Securities, LLC 0.07% Reduce -72.6% 100,925 $20.8M
Black Swift Group, LLC 4.70% Reduce -19.2% 100,537 $20.8M
High Note Wealth, LLC 5.12% Reduce -2.8% 100,203 $20.7M
Wealthfront Advisers LLC 0.06% Reduce -9.1% 99,722 $20.6M
Roble, Belko & Company, Inc 3.27% Reduce -0.1% 99,396 $20.5M
Joel Isaacson & Co., LLC 0.92% Add +1.4% 98,218 $20.3M
Tiller Private Wealth, Inc. 8.38% Reduce -0.1% 97,388 $20.1M
Independent Financial Group, LLC 0.68% Add +6.5% 96,374 $19.9M
Tiff Advisory Services, LLC 4.72% No change 96,003 $19.8M
Marshall Wace, LLP 0.03% Add +3.4% 94,770 $19.6M
Victory Financial Group, LLC 3.73% Add +46.6% 93,996 $19.4M
Advisor Resource Council 1.56% New 106,443 $19.4M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.58% No change 93,673 $19.3M
Orange Investment Advisors, Inc. 2.30% Add +2.5% 93,235 $19.3M
Rothschild Capital Partners, LLC 5.00% Reduce -3.6% 92,451 $19.1M
Associated Banc-Corp 0.58% Reduce -3.5% 92,432 $19.1M
Callan Capital, LLC 1.41% Reduce -2.3% 92,363 $19.1M
Benjamin Edwards Inc. 0.27% Add +35.0% 91,951 $19.0M
Rezny Wealth Management, Inc. 5.23% Add +2.1% 90,444 $18.7M
Thrivent Financial for Lutherans 0.04% Reduce -62.7% 78,543 $18.5M
NewEdge Advisors, LLC 0.11% Reduce -7.1% 88,688 $18.3M
Foundations Investment Advisors, LLC 0.34% Reduce -67.8% 88,216 $18.2M
Forbes J M & Co. LLP 1.75% Reduce -1.5% 87,399 $18.0M
TradeWell Securities, LLC. 9.80% Add +0.2% 86,205 $17.8M
Ameritas Advisory Services, LLC 0.72% Add +5.2% 84,395 $17.7M
Founders Financial Securities LLC 1.50% Add +26.4% 84,886 $17.7M
Avantax Advisory Services, Inc. 0.11% Add +13.6% 84,933 $17.5M
Financial Counselors Inc. 0.26% Reduce -0.4% 82,885 $17.1M
Cantor Fitzgerald, L. P. 0.64% Add +4514.2% 82,086 $16.9M
NewSquare Capital LLC 1.38% Add +2.3% 83,628 $16.9M
Cibc World Market Inc. 0.04% Reduce -30.6% 81,673 $16.9M
Exchange Traded Concepts, LLC 0.30% Reduce -39.1% 81,408 $16.8M
TLWM 3.33% Add +1.0% 80,654 $16.7M
Arkadios Wealth Advisors 0.63% Add +49.1% 80,538 $16.6M
Mendel Capital Management LLC 9.96% Add +0.8% 79,706 $16.5M
Atria Investments, Inc 0.21% Reduce -23.6% 79,329 $16.4M
McKinley Carter Wealth Services, Inc. 1.00% Reduce -8.3% 78,852 $16.3M
Goldstein Advisors, LLC 2.38% Reduce -0.3% 78,810 $16.3M
Bristlecone Advisors, LLC 1.31% Reduce -0.4% 77,376 $16.0M
Prime Capital Investment Advisors, LLC 0.19% Add +40.4% 77,323 $16.0M
Asset Management One Co., Ltd. 0.06% New 77,105 $15.9M
Socha Financial Group, LLC 7.77% Add +17.9% 76,985 $15.9M
Nations Financial Group Inc, /Ia/ 1.21% Add +1.1% 76,855 $15.9M
Cresset Asset Management, LLC 0.08% Reduce -30.6% 76,624 $15.8M
Composition Wealth, LLC 0.32% Reduce -3.6% 76,512 $15.8M
Atlas Capital Advisors Inc. 1.96% Reduce -30.8% 76,068 $15.7M
Centaurus Financial, Inc. 0.94% Reduce -3.8% 75,297 $15.5M
Blair William & Co. 0.05% Reduce -5.6% 74,071 $15.3M
Focus Financial Network, Inc. 0.62% Reduce -0.6% 73,789 $15.2M
TCP Asset Management, LLC 3.36% Add +2.8% 72,890 $15.1M
Tiaa Trust, National Association 0.05% Reduce -2.0% 72,027 $14.9M
Pittenger & Anderson Inc. 0.54% Reduce -1.1% 71,861 $14.8M
Integrated Advisors Network LLC 0.74% Reduce -11.8% 70,841 $14.6M
Sequent Asset Management, LLC 8.09% Reduce -0.2% 70,388 $14.5M
Tower Research Capital LLC (TRC) 0.43% Add +264140.7% 71,345 $14.5M
Mirae Asset Global Investments Co., Ltd. 0.06% Reduce -31.2% 70,271 $14.5M
Tsfg, LLC 2.96% Add +4.1% 70,158 $14.5M
Rockland Trust Co. 0.73% Add +31.4% 69,941 $14.4M
Keybank National Association 0.06% Reduce -4.7% 69,637 $14.4M
Transform Wealth, LLC 0.86% Add +33.3% 69,146 $14.3M
Allworth Financial LP 0.08% Reduce -0.9% 69,396 $14.3M
J.W. Cole Advisors, Inc. 0.44% Reduce -34.3% 68,614 $14.2M
PTM Wealth Management, LLC 14.89% — 78,773 $14.2M
Gladstone Institutional Advisory LLC 0.66% Add +23.2% 68,478 $14.1M
Susquehanna International Group, LLP 0.02% Add +173.4% 67,149 $13.9M
M&T Bank Corp 0.05% Reduce -49.7% 67,023 $13.8M
Pallas Capital Advisors LLC 0.57% Reduce -8.5% 66,810 $13.8M
Ieq Capital, LLC 0.11% Add +246.5% 66,690 $13.8M
Horizon Investments, LLC 0.41% Add +9.1% 65,872 $13.6M
Destiny Wealth Partners, LLC 2.15% Add +3.3% 65,494 $13.5M
Simmons Bank 1.01% Reduce -0.6% 65,211 $13.5M
Nelson Capital Management, LLC 2.30% Add +7.8% 64,462 $13.3M
Venturi Wealth Management, LLC 0.68% Add +12.7% 63,355 $13.1M
Mutual Advisors, LLC 0.37% Reduce -9.1% 62,641 $13.1M
Schonfeld Strategic Advisors LLC 0.09% Add +5.2% 63,241 $13.1M
Money Concepts Capital Corp. 0.96% Add +0.8% 62,285 $12.9M
CX Institutional 0.48% Add +16.6% 61,936 $12.8M
Montag A & Associates Inc. 0.64% Reduce -0.5% 61,742 $12.7M
Venture Visionary Partners LLC 0.53% Add +8.6% 61,503 $12.7M
Bonfire Financial 11.62% Add +10.8% 61,018 $12.6M
Circle Wealth Management, LLC 0.29% Add +1.7% 60,533 $12.5M
Measured Wealth Private Client Group, LLC 3.98% Reduce -1.5% 60,099 $12.4M
Fifth Third Securities, Inc. 1.04% Add +6.0% 59,782 $12.3M
Spire Wealth Management 0.39% Add +0.7% 59,558 $12.3M
3EDGE Asset Management, LP 0.84% Add +15.9% 59,531 $12.3M
AMG National Trust Bank 0.34% Reduce -1.3% 59,279 $12.2M
Apollon Financial, LLC 2.89% Reduce -2.5% 59,111 $12.2M
Affinity Capital Advisors, LLC 2.35% Add +1.1% 59,693 $11.8M
Great Valley Advisor Group, Inc. 0.25% Add +2.1% 57,286 $11.8M
SteelPeak Wealth, LLC 0.50% Add +39.0% 56,754 $11.7M
Onyx Bridge Wealth Group LLC 1.68% Reduce -23.1% 56,726 $11.7M
Schnieders Capital Management LLC 2.48% Reduce -0.3% 55,905 $11.5M
Schorn Wealth LLC 3.80% Add +1.0% 55,807 $11.5M
Synovus Financial Corp. 0.15% Reduce -6.0% 55,661 $11.5M
Sigma Planning Corp 0.37% Add +7.5% 55,477 $11.5M
Western Wealth Management, LLC 0.75% Reduce -16.3% 55,129 $11.4M
Soltis Investment Advisors LLC 1.02% Add +122.8% 55,106 $11.4M
First Trust Advisors LP 0.01% Add +17.6% 54,797 $11.3M
Waverly Advisors, LLC 0.14% Add +3.9% 54,783 $11.3M
Compton Financial Group, LLC 3.22% New 54,133 $11.2M
Sepio Capital, LP 0.88% Reduce -0.8% 54,107 $11.2M
Toth Financial Advisory Corp. 1.34% Reduce -2.9% 53,926 $11.1M
TCV Trust & Wealth Management, Inc. 1.03% Reduce -0.5% 53,907 $11.1M
McMorgan & Co. LLC 1.78% Add +2.8% 53,896 $11.1M
Merit Financial Group, LLC 0.17% Add +1.4% 53,838 $11.1M
Fox Financial, Inc 10.46% Add +1.3% 53,812 $11.1M
Spirepoint Private Client, LLC 1.45% Add +1.3% 53,791 $11.1M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -3.0% 52,749 $10.9M
Capital Insight Partners, LLC 1.90% Add +137.0% 52,654 $10.9M
Legacy Advisors, LLC 1.12% Add +0.6% 52,594 $10.9M
Oppenheimer & Co. Inc. 0.16% Reduce -19.5% 52,531 $10.8M
Convergence Financial, LLC 2.12% Add +4.4% 52,284 $10.8M
Savvy Advisors, Inc. 1.08% Add +13.3% 52,108 $10.8M
Blue Sky Capital Consultants Group, Inc. 7.02% Add +14.7% 52,011 $10.7M
Lodestar Private Asset Management LLC 1.34% Reduce -0.9% 51,554 $10.6M
Harrell Investment Partners, LLC 3.14% Add +5.1% 51,333 $10.6M
Parkside Investments, LLC 1.55% Add +5.3% 51,095 $10.6M
Simplex Trading, LLC 0.37% New 50,713 $10.5M
Stephens Inc. 0.15% Add +4.3% 50,631 $10.5M
Orion Porfolio Solutions, LLC 0.10% Reduce -8.6% 50,517 $10.4M
Orion Portfolio Solutions, LLC 0.10% Reduce -8.6% 50,517 $10.4M
Bank Hapoalim BM 1.56% Reduce -1.2% 50,217 $10.4M
Serenus Wealth Advisors, LLC 1.70% Reduce -9.5% 49,733 $10.3M
Bartlett & Co. Wealth Management LLC 0.15% Reduce -0.6% 49,444 $10.2M
Franklin Resources Inc. 0.00% Add +2.2% 49,320 $10.2M
Freedom Investment Management, Inc. 0.85% Reduce -9.3% 49,221 $10.2M
National Bank of Canada 0.01% Add +3.6% 49,121 $10.1M
Fiera Capital Corp 0.04% Reduce -25.6% 48,753 $10.1M
HBW Advisory Services LLC 1.43% Reduce -1.3% 48,691 $10.1M
Visionary Wealth Advisors 0.60% Add +5.4% 48,455 $10.0M
U.S. Capital Wealth Advisors, LLC 0.31% Add +31.7% 48,452 $10.0M
J. Goldman & Co LP 0.35% Reduce -1.0% 48,218 $10.0M
Tamar Securities, LLC 1.35% Reduce -24.8% 48,009 $9.9M
Caliber Wealth Management, LLC / KS 1.35% — 47,853 $9.9M
Larson Financial Group LLC 0.47% Add +4.3% 47,779 $9.9M
Bank of New York Mellon Corp 0.00% Reduce -5.4% 47,629 $9.8M
Cypress Capital Group 1.28% Reduce -0.8% 47,411 $9.8M
Apexium Financial, LP 0.58% Add +4.2% 47,358 $9.8M
Elite Financial, Inc. 5.13% Reduce -0.5% 47,026 $9.7M
Harbor Capital Advisors, Inc. 0.43% Add +15283.3% 46,150 $9.5M
Transcend Capital Advisors, LLC 0.67% Reduce -0.2% 45,333 $9.4M
Trust Co 1.11% Reduce -32.1% 45,151 $9.3M
B. Riley Wealth Advisors, Inc. 0.28% Reduce -47.0% 44,944 $9.3M
Eclectic Associates Inc. 2.47% Reduce -17.5% 44,666 $9.2M
Transamerica Financial Advisors, LLC 0.94% Add +0.5% 44,614 $9.2M
Thoma Capital Management LLC 6.44% Add +2.8% 44,581 $9.2M
ARS Investment Partners, LLC 0.83% Reduce -0.1% 39,507 $9.2M
Innealta Capital, LLC 5.00% Add +42.4% 44,266 $9.1M
Fourth Dimension Wealth, LLC 4.40% Reduce -1.8% 44,062 $9.1M
Elevation Point Wealth Partners, LLC 0.77% Add +0.3% 43,677 $9.0M
D.A. Davidson & Co. 0.07% Reduce -4.7% 43,440 $9.0M
MV Capital Management, Inc. 0.95% Reduce -23.7% 43,053 $8.9M
Analyst IMS Investment Management Services Ltd. 0.34% Add +39.6% 42,969 $8.9M
Court Place Advisors, LLC 2.94% Reduce -5.3% 42,946 $8.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.09% Reduce -81.0% 43,515 $8.9M
Tudor Investment Corporation 0.08% Add +624.3% 42,732 $8.8M
Trinity Wealth Management, LLC 4.02% Add +0.8% 42,653 $8.8M
Shepherd Financial Partners LLC 1.03% Add +1.9% 42,395 $8.8M
Jefferies Financial Group Inc. 0.16% Add +6.4% 42,337 $8.7M
Walleye Capital LLC 0.11% Reduce -73.5% 42,127 $8.7M
Flagship Harbor Advisors, LLC 0.46% Reduce -65.8% 42,102 $8.7M
Ferguson Wellman Capital Management, Inc. 0.17% Reduce -1.9% 41,983 $8.7M
First National Bank of Hutchinson 5.71% No change 41,868 $8.6M
Sowell Financial Services LLC 0.39% Reduce -6.4% 41,798 $8.6M
Darwin Wealth Management, LLC 2.89% No change 36,978 $8.6M
Jain Global LLC 0.18% New 41,500 $8.6M
James Investment Research, Inc. 1.08% Reduce -12.3% 41,215 $8.5M
Cornerstone Wealth Group, LLC 0.70% Reduce -29.1% 41,161 $8.5M
Cooksen Wealth, LLC 8.58% Reduce -17.1% 40,609 $8.5M
Sound View Wealth Advisors Group, LLC 0.69% Add +2.9% 40,898 $8.4M
Itau Unibanco Holding S.A. 0.33% Add +79.0% 40,820 $8.4M
Attessa Capital LLC 5.50% Add +8.1% 40,735 $8.4M
Mesirow Financial Investment Management, Inc. 0.16% Reduce -4.1% 40,459 $8.4M
Allspring Global Investments Holdings, LLC 0.01% Reduce -12.5% 39,842 $8.3M
O'ROURKE & COMPANY, Inc 4.10% Add +4.0% 40,071 $8.3M
Kentucky Farm Bureau Mutual Insurance Co 1.94% No change 40,000 $8.3M
Relyea Zuckerberg Hanson LLC 1.10% Add +0.0% 39,698 $8.2M
Founders Grove Wealth Partners, LLC 2.28% Add +3.6% 39,648 $8.2M
Summit Financial, LLC 0.23% Add +51.8% 39,585 $8.2M
Massachusetts Wealth Management 5.59% Add +1.2% 39,479 $8.2M
Evercore Wealth Management, LLC 0.13% Reduce -3.8% 39,269 $8.1M
MontVue Capital Management, Inc. 6.48% Reduce -1.5% 39,247 $8.1M
VestGen Advisors, LLC 0.37% — 39,241 $8.1M
Kennicott Capital Management LLC 5.24% Reduce -0.1% 38,920 $8.0M
Ironwood Wealth Management, Inc. 4.17% New 41,202 $8.0M
Level Four Advisory Services, LLC 0.33% Reduce -1.4% 38,559 $8.0M
Lindbrook Capital, LLC 0.73% Add +131.4% 38,378 $7.9M
Estate Counselors, LLC 0.81% Reduce -0.6% 38,009 $7.8M
United Capital Financial Advisors, LLC 0.07% Reduce -2.3% 37,814 $7.8M
Ciovacco Capital Management LLC 5.47% Reduce -20.8% 37,786 $7.8M
Sequoia Financial Advisors, LLC 0.06% Add +17.4% 37,779 $7.8M
Roundview Capital LLC 0.56% Reduce -1.6% 37,613 $7.8M
Axxcess Wealth Management, LLC 0.21% Reduce -30.2% 37,529 $7.7M
Chesapeake Wealth Management 2.75% Reduce -0.5% 37,343 $7.7M
Farther Finance Advisors, LLC 0.20% Add +19.1% 37,025 $7.7M
Beacon Pointe Advisors, LLC 0.09% Reduce -4.7% 37,109 $7.7M
Clarus Wealth Advisors 4.05% Add +18.0% 37,189 $7.6M
Kestra Private Wealth Services, LLC 0.13% Add +2.9% 36,576 $7.6M
Stockman Wealth Management, Inc. 1.12% Add +13.3% 36,570 $7.6M
Tritonpoint Wealth, LLC 0.72% Reduce -1.2% 36,499 $7.5M
Leicht Financial Planning & Wealth Management, Inc. 3.94% Reduce -6.6% 36,492 $7.5M
Providence First Trust Co 3.05% Reduce -0.8% 36,380 $7.5M
Rovin Capital /Ut/ 2.41% Reduce -2.2% 36,269 $7.5M
Clifford Swan Investment Counsel LLC 0.28% Add +0.1% 36,163 $7.5M
Fairvoy Private Wealth, LLC 2.04% Add +2.6% 36,027 $7.4M
GWN Securities Inc. 0.42% Add +638.4% 32,275 $7.4M
United Bank 3.06% Add +9.0% 35,885 $7.4M
Scotia Capital Inc. 0.04% Reduce -7.2% 35,883 $7.4M
SkyOak Wealth, LLC 1.62% Reduce -1.6% 35,823 $7.4M
CIBC Private Wealth Group LLC 0.02% Reduce -8.7% 41,149 $7.4M
Orleans Capital Management Corp. 4.31% Add +0.4% 35,448 $7.3M
Janus Henderson Group PLC 0.00% New 35,440 $7.3M
Hilltop Holdings Inc. 0.46% Reduce -22.4% 35,248 $7.3M
Leuthold Group, LLC 0.94% Reduce -19.5% 35,157 $7.3M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -56.5% 34,950 $7.2M
One Charles Private Wealth Services, LLC 2.31% Add +6.0% 34,589 $7.1M
Sandy Spring Bank 0.30% Reduce -1.4% 34,406 $7.1M
First Merchants Corp. 0.28% Reduce -1.9% 34,402 $7.1M
Sage Capital Advisors,llc 1.86% Add +0.1% 34,302 $7.1M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.76% No change 34,246 $7.1M
Dynamic Advisor Solutions LLC 0.23% New 34,183 $7.1M
Kanawha Capital Management LLC 0.55% Add +1.7% 34,091 $7.0M
Webster Bank, N. A. 0.77% Add +0.1% 33,922 $7.0M
Regions Financial Corp. 0.05% Add +1.4% 33,682 $7.0M
Sage Capital Management, LLC 3.76% Reduce -0.0% 33,538 $6.9M
Brown Advisory Inc. 0.01% Reduce -2.8% 33,085 $6.8M
Florida Financial Advisors, LLC 2.69% Reduce -11.7% 32,983 $6.8M
Round Rock Advisors LLC 1.26% Add +5.6% 32,854 $6.8M
KFA Private Wealth Group, LLC 2.36% Add +82.5% 32,626 $6.7M
Zullo Investment Group, Inc. 2.89% Reduce -0.5% 32,607 $6.7M
Journey Advisory Group, LLC 0.55% Reduce -7.3% 32,573 $6.7M
Calton & Associates, Inc. 1.53% Add +63.2% 32,426 $6.7M
Signal Advisors Wealth, LLC 0.65% Reduce -1.1% 32,329 $6.7M
New Wave Wealth Advisors LLC 2.99% Add +22.7% 32,310 $6.7M
Ameraudi Asset Management, Inc. 3.80% Add +4.1% 32,167 $6.6M
NorthCoast Asset Management LLC 0.03% Add +13.2% 32,054 $6.6M
Loudon Investment Management, LLC 3.77% Add +0.6% 31,968 $6.6M
Pinnacle Financial Partners Inc 0.13% Add +1.6% 31,527 $6.6M
Private Wealth Advisors, LLC 2.74% Reduce -15.6% 31,638 $6.5M
Klingenstein Fields & Co. LP 0.28% Reduce -2.8% 31,602 $6.5M
WNY Asset Management, LLC 0.77% Add +8.3% 31,422 $6.5M
LYNX Capital Group Ltd. 3.28% Add +19.8% 30,877 $6.4M
Keel Point, LLC 0.49% Add +4.0% 30,794 $6.4M
Crews Bank & Trust 1.08% Add +3.4% 30,689 $6.3M
Sherman Asset Management, Inc. 6.05% Add +2.0% 30,678 $6.3M
Cranbrook Wealth Management, LLC 1.47% Add +7.7% 30,642 $6.3M
Belpointe Asset Management LLC 0.33% Reduce -5.0% 30,425 $6.3M
Capital Planning LLC 1.75% Reduce -1.7% 30,388 $6.3M
L. Roy Papp & Associates, LLP 0.76% Reduce -0.2% 30,153 $6.2M
Snider Financial Group 2.02% Reduce -24.6% 30,112 $6.2M
Grassi Investment Management 0.57% Reduce -0.3% 30,101 $6.2M
Cavalier Investments, LLC 2.11% Reduce -0.2% 30,044 $6.2M
Quadcap Wealth Management, LLC 0.89% Reduce -1.8% 29,780 $6.1M
Johnson Investment Counsel Inc. 0.06% Add +3.8% 29,754 $6.1M
BlueStem Wealth Partners, LLC 0.83% Add +8.2% 29,657 $6.1M
Colony Family Offices, LLC 1.91% Add +1.8% 29,591 $6.1M
Bokf, NA 0.11% Reduce -12.8% 28,824 $6.0M
Buska Wealth Management, LLC 1.86% Reduce -12.9% 28,713 $5.9M
Wealthcare Advisory Partners LLC 0.16% Add +5.6% 28,685 $5.9M
PFG Advisors 0.33% Add +11.4% 28,607 $5.9M
Creative Financial Designs Inc. 0.47% Add +1.9% 28,515 $5.9M
Peterson Wealth Management 3.96% Add +1.5% 28,474 $5.9M
MMBG Investment Advisors Co. 0.66% Reduce -1.0% 28,410 $5.9M
Mechanics Bank Trust Department 0.80% Reduce -5.4% 28,387 $5.9M
Garda Capital Partners LP 3.25% New 28,071 $5.8M
Parsons Capital Management Inc. 0.31% Reduce -0.7% 27,882 $5.8M
Stratos Wealth Advisors, LLC 0.31% Reduce -31.7% 27,733 $5.7M
Foster Dykema Cabot & Partners, LLC 0.46% Reduce -0.4% 27,623 $5.7M
BigSur Wealth Management LLC 1.54% No change 27,500 $5.7M
Pachira Investments Inc. 3.98% Add +4.3% 27,424 $5.7M
Perigon Wealth Management, LLC 0.15% Reduce -0.1% 27,346 $5.6M
Keystone Global Partners, LLC 3.94% — 27,200 $5.6M
Prestige Wealth Management Group LLC 1.20% Reduce -19.2% 27,071 $5.6M
Burns J W & Co. Inc. 0.72% Add +5.3% 26,986 $5.6M
Absolute Capital Management, LLC 3.20% No change 26,805 $5.5M
Manchester Capital Management LLC 0.68% Add +14.8% 26,760 $5.5M
GeoWealth Management, LLC 0.22% Reduce -23.9% 26,722 $5.5M
Duncker Streett & Co. Inc. 1.09% Reduce -5.3% 26,667 $5.5M
HB Wealth Management, LLC 0.05% Reduce -16.5% 26,607 $5.5M
Fiduciary Group, LLC 0.55% Add +12.3% 26,480 $5.5M
Narus Financial Partners, LLC 1.86% Add +16.2% 26,451 $5.5M
AQR Capital Management 0.01% Add +133.9% 26,025 $5.4M
Jmac Enterprises LLC 1.27% Add +4.1% 25,948 $5.4M
Natixis Advisors, LLC 0.01% Reduce -3.5% 25,841 $5.3M
O'shaughnessy Asset Management, LLC 0.04% Add +4.0% 25,785 $5.3M
Kovack Advisors, Inc. 0.56% Reduce -3.5% 25,753 $5.3M
AdvisorNet Financial, Inc 0.39% Reduce -11.1% 25,725 $5.3M
Valeo Financial Advisors, LLC 0.15% Reduce -0.0% 25,723 $5.3M
SVB Wealth LLC 0.22% Reduce -12.2% 25,701 $5.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -67.0% 25,693 $5.3M
OneDigital Investment Advisors LLC 0.06% Add +0.2% 25,570 $5.3M
Capstone Wealth Management Group LLC 4.21% Reduce -2.6% 25,514 $5.3M
Boltwood Capital Management 1.60% Add +4.8% 25,493 $5.3M
K.J. Harrison & Partners Inc 1.03% No change 25,477 $5.3M
NFSG Corp 1.27% Add +77.8% 25,426 $5.2M
Destiny Capital Corp 3.58% Add +0.9% 25,408 $5.2M
Wedbush Securities Inc. 0.19% Add +5.1% 25,364 $5.2M
FIL Ltd 0.01% Reduce -10.3% 25,247 $5.2M
Caprock Group, LLC 0.16% Add +19.3% 25,092 $5.2M
Graham Capital Management, L.P. 0.24% New 25,000 $5.2M
Horizon Financial Services, LLC 2.88% Add +4.2% 24,983 $5.2M
SBI Securities Co., Ltd. 0.17% Add +0.8% 24,698 $5.1M
Compound Planning, Inc. 0.23% Add +49.4% 24,500 $5.1M
Cary Street Partners Financial LLC 0.16% Reduce -4.0% 24,417 $5.0M
Adams Wealth Management 0.98% New 24,296 $5.0M
CacheTech Inc. 0.98% New 24,296 $5.0M
Patten & Patten Inc. 0.33% Add +0.1% 24,134 $5.0M
Joseph P. Lucia & Associates, LLC 2.28% Reduce -1.2% 24,119 $5.0M
Bouchey Financial Group, Ltd. 0.45% Reduce -2.3% 24,092 $5.0M
Valmark Advisers, Inc. 0.07% Add +10.4% 24,015 $5.0M
Milestone Investment Advisors LLC 1.37% Reduce -2.1% 23,987 $5.0M
Snowden Capital Advisors LLC 0.16% Reduce -7.6% 23,861 $4.9M
AdvisorShares Investments LLC 0.96% Add +2.3% 23,681 $4.9M
Financial Advocates Investment Management 0.35% Reduce -13.9% 23,818 $4.9M
CENTRAL TRUST Co 0.12% Reduce -1.1% 23,775 $4.9M
LMR Partners LLP 0.13% Reduce -77.3% 23,588 $4.9M
RiverGlades Family Offices LLC 3.46% Add +0.8% 23,309 $4.8M
SCS Capital Management LLC 0.06% New 23,160 $4.8M
IFG Advisory, LLC 0.26% Add +5.5% 23,142 $4.8M
Pinnacle Associates Ltd. 0.07% Reduce -5.2% 23,122 $4.8M
Comprehensive Wealth Management, LLC 3.32% Reduce -17.3% 23,114 $4.8M
Bfsg, LLC 0.58% Reduce -34.7% 23,098 $4.8M
Brookstone Capital Management 0.07% Reduce -11.0% 22,868 $4.7M
C2C Wealth Management, LLC 4.43% Add +0.8% 22,855 $4.7M
Stonebrook Private Inc. 1.23% Reduce -4.0% 22,820 $4.7M
Acorn Wealth Advisors, LLC 1.96% Add +2.8% 22,808 $4.7M
Agur Provident & Training Funds Management Ltd. 1.88% No change 22,787 $4.7M
Constitution Capital LLC 2.60% Add +0.6% 22,717 $4.7M
Okabena Investment Services Inc. 1.17% Add +0.9% 22,602 $4.7M
Dodds Wealth, LLC 1.52% Reduce -3.3% 22,522 $4.7M
Mathes Company, Inc. 1.91% No change 22,500 $4.6M
Integral Investment Advisors, Inc. 1.48% Add +11.9% 22,454 $4.6M
BluePointe Capital Management, LLC 1.76% Add +98.9% 22,404 $4.6M
EPG Wealth Management LLC 1.28% Reduce -11.9% 22,229 $4.6M
WealthShield Partners, LLC 0.59% Reduce -23.3% 22,144 $4.6M
Diversify Wealth Management, LLC 0.34% Reduce -5.0% 21,864 $4.6M
Glenview Trust Co 0.09% Add +1.4% 22,128 $4.6M
Fingerlakes Wealth Management, Inc. 3.88% Add +24.3% 22,092 $4.6M
Pine Valley Investments Ltd Liability Co 0.29% Add +11.9% 22,071 $4.6M
Westside Investment Management, Inc. 0.97% Reduce -2.0% 21,972 $4.5M
Clay Northam Wealth Management, LLC 3.17% Add +1.0% 21,946 $4.5M
Financial Engines Advisors L.L.C. 0.01% Reduce -0.6% 21,887 $4.5M
Rockingstone Advisors LLC 2.03% Reduce -10.3% 21,828 $4.5M
Sequent Planning LLC 1.62% Add +53.4% 21,809 $4.5M
Tidemark, LLC 1.65% Add +10.6% 21,807 $4.5M
StoneX Group Inc. 0.25% Reduce -13.2% 21,735 $4.5M
Harbour Investments, Inc. 0.13% Reduce -22.5% 21,670 $4.5M
Windsor Capital Management, LLC 1.37% Reduce -1.1% 21,625 $4.5M
10Elms LLP 5.27% Add +6.5% 21,581 $4.5M
Capital Asset Advisory Services LLC 0.23% Reduce -4.3% 21,178 $4.4M
Institute for Wealth Management, LLC. 0.57% Add +1.8% 21,399 $4.4M
JFS Wealth Advisors, LLC 0.30% Reduce -2.7% 21,397 $4.4M
CenterStar Asset Management, LLC 6.30% Add +29.7% 21,231 $4.4M
Gallagher Fiduciary Advisors, LLC 0.14% Add +0.5% 21,223 $4.4M
Narwhal Capital Management 0.39% No change 21,000 $4.3M
IronBridge Private Wealth, LLC 1.70% Add +9.7% 20,899 $4.3M
St. Johns Investment Management Company, LLC 2.13% Reduce -4.2% 20,813 $4.3M
Donald L. Hagan, LLC 2.24% Add +4.4% 20,755 $4.3M
Plimoth Trust Co. LLC 1.10% Add +16.8% 20,544 $4.2M
Canton Hathaway, LLC 0.86% Reduce -4.8% 20,510 $4.2M
Ring Mountain Capital, LLC 3.17% Add +23.4% 20,458 $4.2M
Farmers & Merchants Trust Co of Chambersburg PA 1.49% Add +62.8% 20,386 $4.2M
Clearstead Advisors, LLC 0.07% Add +4.3% 20,337 $4.2M
RMR Wealth Builders 0.44% Add +1.4% 20,321 $4.2M
San Luis Wealth Advisors LLC 0.95% Reduce -2.9% 20,319 $4.2M
Ballentine Partners, LLC 0.07% No change 20,256 $4.2M
Capital Investment Counsel, LLC 0.69% Add +4.4% 20,199 $4.2M
Mission Wealth Management, LP 0.10% Add +30.9% 20,189 $4.2M
AE Wealth Management LLC 0.04% Reduce -56.5% 20,171 $4.2M
Wellington Management Group LLP 0.00% Reduce -16.7% 20,133 $4.2M
Abbot Financial Management, Inc. 2.16% Reduce -1.5% 20,123 $4.2M
Avior Wealth Management, LLC 0.16% Reduce -0.4% 20,003 $4.1M
Meridian Wealth Advisors, LLC 0.70% Add +1.8% 19,988 $4.1M
TD Private Client Wealth LLC 0.11% Add +11.8% 19,894 $4.1M
Staley Capital Advisers Inc. 0.19% No change 19,882 $4.1M
CreativeOne Wealth, LLC 0.12% Add +8.6% 19,861 $4.1M
American Money Management, LLC 0.77% Add +3.5% 19,767 $4.1M
Arrow Investment Advisors, LLC 4.28% Reduce -7.8% 19,578 $4.0M
Capstone Investment Advisors, LLC 0.05% Reduce -78.4% 19,549 $4.0M
IFC Advisors LLC 0.84% Add +0.8% 19,482 $4.0M
Shulman DeMeo Asset Management LLC 1.13% Reduce -5.2% 19,452 $4.0M
BLB&B Advisors, LLC 0.20% Add +318.3% 19,436 $4.0M
KKM Financial LLC 1.70% Add +0.9% 18,748 $4.0M
Deutsche Bank AG 0.00% Add +8.7% 19,363 $4.0M
Pacific Sun Financial Corp 2.25% Add +3.5% 19,192 $4.0M
Beta Wealth Group, Inc. 1.42% New 19,100 $3.9M
Mill Creek Capital Advisors, LLC 0.10% Add +0.1% 19,014 $3.9M
Williams Jones Wealth Management, LLC. 0.05% Reduce -0.1% 18,954 $3.9M
Whittier Trust Co. 0.05% Reduce -2.5% 18,952 $3.9M
Rollins Financial Advisors, LLC 0.68% Reduce -3.7% 18,918 $3.9M
World Investment Advisors 0.10% Add +2.1% 18,773 $3.9M
Mizuho Markets Americas LLC 0.08% Add +151.7% 18,748 $3.9M
Heritage Wealth Advisors 0.20% Reduce -3.2% 18,701 $3.9M
Fulcrum Equity Management 4.22% Add +7.9% 18,699 $3.9M
Perennial Investment Advisors, LLC 0.43% Add +4.9% 18,648 $3.9M
Moneco Advisors, LLC 0.40% Add +18.1% 18,554 $3.8M
Global Assets Advisory, LLC 0.72% Add +175.9% 19,398 $3.8M
Patton Albertson Miller Group, LLC 0.57% Add +14.6% 18,515 $3.8M
WESPAC Advisors SoCal, LLC 0.99% Reduce -28.7% 18,476 $3.8M
Abound Financial, LLC 1.93% Add +0.2% 18,462 $3.8M
Vivid Wealth Management, LLC 1.91% Reduce -1.6% 18,440 $3.8M
Chicago Partners Investment Group LLC 0.13% Add +7.4% 17,530 $3.8M
Diversify Advisory Services, LLC 0.24% Reduce -22.9% 18,056 $3.8M
Evanson Asset Management, LLC 0.27% Add +0.1% 18,246 $3.8M
Signet Financial Management, LLC 0.51% Reduce -6.6% 18,212 $3.8M
Lodge Hill Capital, LLC 0.89% Add +425.7% 18,190 $3.8M
Prostatis Group LLC 1.18% Reduce -45.7% 18,144 $3.7M
5th Street Advisors, LLC 1.79% Add +0.6% 18,003 $3.7M
Cornerstone Wealth Management, LLC 0.25% Add +5.9% 17,937 $3.7M
Savant Capital, LLC 0.03% Reduce -7.3% 17,879 $3.7M
First Financial Bank - Trust Division 0.36% Reduce -15.7% 17,807 $3.7M
Parallel Advisors, LLC 0.08% Add +2.2% 17,798 $3.7M
Jaffetilchin Investment Partners, LLC 0.27% Add +0.2% 17,759 $3.7M
Retirement Planning Group, LLC 0.17% Add +35.9% 17,627 $3.6M
Ledyard National Bank 0.36% Reduce -4.5% 17,627 $3.6M
Stock Yards Bank & Trust Co. 0.13% Reduce -10.6% 17,585 $3.6M
Cresta Advisors, Ltd. 1.88% Reduce -2.1% 17,581 $3.6M
Cornerstone National Bank & Trust Co 1.62% Add +6.7% 17,575 $3.6M
PFG Investments, LLC 0.23% Reduce -5.7% 17,468 $3.6M
Consolidated Portfolio Review Corp 0.57% Reduce -11.1% 17,364 $3.6M
Lyell Wealth Management, LP 0.34% Add +12.7% 17,358 $3.6M
Afg Fiduciary Services Limited Partnership 2.63% Add +3.3% 17,576 $3.6M
AAFMAA Wealth Management & Trust LLC 1.62% Reduce -39.9% 17,327 $3.6M
Laurel Wealth Advisors LLC 0.56% Reduce -2.8% 17,234 $3.6M
Forbes Financial Planning, Inc. 2.63% Reduce -2.0% 17,210 $3.6M
NBT Bank, N.A. 0.26% Reduce -2.5% 17,210 $3.6M
Private Advisory Group LLC 0.40% Reduce -30.0% 17,148 $3.5M
Lanark Financial, Inc. 0.30% — 17,141 $3.5M
Curat Global, LLC 4.27% — 16,963 $3.5M
HRT Financial LP 0.02% Add +253.8% 16,941 $3.5M
Integrity Alliance, Llc. 0.14% Add +207.3% 16,898 $3.5M
Financial Insights, Inc. 1.39% Add +1.0% 16,880 $3.5M
Townsquare Capital LLC 0.04% Add +9.8% 16,854 $3.5M
Colton Groome Financial Advisors, LLC 1.35% Reduce -13.8% 16,550 $3.5M
Apollon Wealth Management, LLC 0.08% Add +0.8% 16,594 $3.4M
Butensky & Cohen Financial Security, Inc. 1.05% Add +1.4% 16,564 $3.4M
Kingstone Capital Partners Texas, LLC 2.74% Reduce -2.7% 16,483 $3.4M
Caldwell Trust Co 0.36% Reduce -12.3% 16,411 $3.4M
Twin Focus Capital Partners, LLC 0.53% Reduce -34.3% 16,393 $3.4M
Corrado Advisors, LLC 2.26% Add +6.9% 16,391 $3.4M
Successful Portfolios LLC 2.30% Reduce -0.4% 16,387 $3.4M
Capitol Family Office, Inc. 4.78% Add +1069.2% 16,346 $3.4M
One Wealth Map LLC 2.23% Add +1.0% 17,792 $3.3M
Tompkins Financial Corp. 0.32% No change 16,160 $3.3M
First Citizens Bank & Trust Co. 0.08% Add +4.5% 16,114 $3.3M
Ally Invest Advisors Inc. 0.28% Reduce -1.4% 16,095 $3.3M
NewEdge Wealth, LLC 0.06% Add +10.9% 16,094 $3.3M
Gold Investment Management Ltd. 1.39% Add +7.1% 15,966 $3.3M
Mezzasalma Advisors, LLC 1.14% Add +2.9% 15,919 $3.3M
Channel Wealth LLC 1.01% Add +39.7% 15,809 $3.3M
Choreo, LLC 0.05% Reduce -13.0% 15,788 $3.3M
D.B. Root & Company, LLC 1.04% Reduce -23.6% 15,618 $3.2M
Bryn Mawr Trust Advisors, LLC 0.19% Reduce -12.1% 15,597 $3.2M
Crestwood Advisors Group, LLC 0.06% Add +1.6% 15,551 $3.2M
Exchange Capital Management, Inc. 0.52% Reduce -1.4% 15,457 $3.2M
Atticus Wealth Management, LLC 1.04% Reduce -5.9% 15,416 $3.2M
PCG Asset Management, LLC 2.97% Add +3.4% 15,389 $3.2M
FF Advisors,LLC 1.81% Reduce -3.3% 14,643 $3.2M
Redwood Financial Network Corp 2.40% Reduce -2.5% 15,256 $3.2M
Silver Oak Securities, Incorporated 0.29% Add +10.5% 15,255 $3.1M
Cerro Pacific Wealth Advisors LLC 1.02% Reduce -2.9% 13,533 $3.1M
Yelin Lapidot Holdings Management Ltd. 0.61% Reduce -32.1% 15,230 $3.1M
Ehrlich Financial Group 2.29% Add +0.1% 15,229 $3.1M
One River Asset Management, LLC 11.50% Add +0.6% 15,129 $3.1M
Aua Capital Management, LLC 2.02% No change 15,067 $3.1M
Bright Rock Capital Management, LLC 0.65% New 15,000 $3.1M
Alterna Wealth Management, Inc. 2.35% Reduce -20.8% 14,989 $3.1M
Point Windward Advisors Inc. 1.24% Add +11.8% 14,957 $3.1M
Dumont & Blake Investment Advisors LLC 0.86% Add +8.5% 14,885 $3.1M
Spreng Capital Management, Inc. 1.43% Reduce -7.3% 14,865 $3.1M
International Assets Investment Management, LLC 0.27% Add +0.8% 14,856 $3.1M
Yoder Wealth Management, Inc. 1.72% Add +0.2% 14,758 $3.0M
Keudell/Morrison Wealth Management 0.72% No change 14,748 $3.0M
UNIVEST FINANCIAL Corp 0.20% Reduce -20.1% 14,714 $3.0M
Fortis Capital Advisors, LLC 0.61% Reduce -3.2% 14,651 $3.0M
LifeSteps Financial, Inc. 2.45% Reduce -0.2% 14,613 $3.0M
Magnus Financial Group LLC 0.29% Reduce -12.5% 14,560 $3.0M
Pure Financial Advisors, LLC 0.06% Add +13.8% 14,531 $3.0M
Ames National Corp. 2.01% Add +5.3% 14,475 $3.0M
Strategic Advisors LLC 0.57% Reduce -11.5% 14,287 $2.9M
Elk River Wealth Management LLC 0.55% Reduce -1.8% 14,276 $2.9M
Collier Financial 2.50% New 14,269 $2.9M
Insigneo Advisory Services, LLC 0.30% Add +49.9% 14,253 $2.9M
Investment Advisory Services Inc. /TX 1.06% Reduce -3.5% 14,238 $2.9M
Fidelis Capital Partners, LLC 0.31% Add +5.3% 14,055 $2.9M
Bay Capital Advisors, LLC 2.44% Add +0.5% 14,180 $2.9M
E&G Advisors, LLC 0.83% Reduce -0.6% 14,173 $2.9M
Koss-Olinger Consulting, LLC 0.25% Add +1.4% 14,169 $2.9M
Csenge Advisory Group 0.17% Reduce -5.9% 15,169 $2.9M
MKT Advisors LLC 1.37% Add +10.6% 15,912 $2.9M
Van Cleef Asset Management,Inc 0.33% Reduce -2.3% 14,105 $2.9M
NorthRock Partners, LLC 0.10% Reduce -3.8% 14,088 $2.9M
Sax Wealth Advisors, LLC 0.21% Add +2.7% 14,049 $2.9M
Sendero Wealth Management, LLC 0.40% No change 14,021 $2.9M
Peddock Capital Advisors, LLC 0.73% Add +1.2% 14,014 $2.9M
Crew Capital Management, Ltd 2.37% Add +1.1% 14,005 $2.9M
CTC Alternative Strategies, Ltd. 3.53% New 14,003 $2.9M
Koshinski Asset Management, Inc. 0.25% Add +1.1% 13,984 $2.9M
Vertex Planning Partners, LLC 0.63% Reduce -5.3% 13,959 $2.9M
Kagan Cocozza Asset Management 2.35% Reduce -1.0% 13,929 $2.9M
Cullen/Frost Bankers, Inc. 0.04% Add +28.0% 13,911 $2.9M
Group One Trading LLC 0.12% New 13,868 $2.9M
Simplicity Wealth,LLC 0.22% Add +163.4% 13,816 $2.9M
Fiduciary Trust Co 0.04% Reduce -6.0% 13,791 $2.8M
Regal Investment Advisors LLC 0.23% Reduce -32.9% 13,757 $2.8M
Wesbanco Bank Inc. 0.10% Reduce -0.2% 13,719 $2.8M
Blue Zone Wealth Advisors, LLC 0.78% Reduce -2.4% 13,668 $2.8M
Hurley Capital, LLC 2.13% Reduce -7.6% 13,630 $2.8M
Fluent Financial, LLC 1.23% New 13,619 $2.8M
Wellspring Financial Advisors, LLC 0.31% Add +41.6% 13,615 $2.8M
Sharkey, Howes & Javer 0.40% Reduce -5.2% 13,576 $2.8M
Hudson Value Partners, LLC 1.05% Add +1.4% 13,562 $2.8M
Roberts Wealth Advisors, LLC 0.86% Reduce -1.0% 13,460 $2.8M
DRW Securities, LLC 0.23% Reduce -31.2% 13,424 $2.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.42% Add +0.3% 13,425 $2.8M
Kingswood Wealth Advisors, LLC 0.25% Reduce -6.9% 13,404 $2.8M
Atlas Legacy Advisors, LLC 0.70% Reduce -33.8% 13,275 $2.7M
Acropolis Investment Management, LLC 0.16% Reduce -0.8% 13,197 $2.7M
Ibex Wealth Advisors 0.36% Reduce -6.6% 13,189 $2.7M
First Business Financial Services, Inc. 0.27% Reduce -1.1% 13,135 $2.7M
JMG Financial Group, Ltd. 0.09% No change 13,110 $2.7M
David J Yvars Group 2.12% Reduce -1.6% 13,045 $2.7M
Wedmont Private Capital 0.14% Reduce -7.8% 13,574 $2.7M
Clarity Capital Partners LLC 1.08% Add +0.8% 12,997 $2.7M
Realta Investment Advisors 1.22% Reduce -19.9% 12,957 $2.7M
Flagstar Securities, Inc. 0.68% Reduce -3.1% 12,875 $2.7M
Mgo One Seven LLC 0.10% Add +1.0% 12,831 $2.6M
D L Carlson Investment Group Inc. 0.51% Add +277.7% 12,793 $2.6M
Evoke Wealth, LLC 0.07% No change 12,745 $2.6M
Natixis 0.02% Add +51.3% 12,861 $2.6M
Sigma Investment Counselors Inc. 0.16% Reduce -25.0% 12,652 $2.6M
RVW Wealth, LLC 0.24% Reduce -6.1% 12,580 $2.6M
Marcum Wealth, LLC 0.22% Add +2.0% 12,475 $2.6M
Retirement Income Solutions, Inc. 0.54% Reduce -1.8% 12,473 $2.6M
Strategic Financial Partners, Ltd. 1.35% Reduce -12.4% 12,420 $2.6M
Everstar Asset Management, LLC 1.70% Add +3.2% 12,419 $2.6M
Sentinel Trust Co. Lba 0.30% No change 12,308 $2.5M
Wealthspire Advisors, LLC 0.02% Reduce -8.1% 12,282 $2.5M
RPg Family Wealth Advisory, LLC 0.72% New 12,279 $2.5M
Country Trust Bank 0.06% Reduce -47.8% 12,264 $2.5M
Dorsey Wright & Associates 0.64% Reduce -2.7% 12,265 $2.5M
Trilogy Capital Inc. 0.13% Reduce -62.4% 12,238 $2.5M
Appleton Partners Inc. 0.19% Reduce -5.9% 12,201 $2.5M
LCNB Corp. 0.92% Add +3.0% 12,140 $2.5M
FineMark National Bank & Trust 0.09% Reduce -1.8% 12,115 $2.5M
Harbour Trust & Investment Management Co 0.30% Reduce -0.8% 12,096 $2.5M
Leslie Global Wealth, LLC 1.22% Add +7.9% 12,087 $2.5M
Cassaday & Co Wealth Management LLC 0.07% Reduce -0.1% 12,050 $2.5M
Haverford Trust Co 0.03% Add +2.9% 12,031 $2.5M
Agate Pass Investment Management, LLC 1.06% Add +21.3% 12,024 $2.5M
Wilmington Savings Fund Society, FSB 0.05% Add +0.7% 11,962 $2.5M
SMART Wealth LLC 0.88% Reduce -25.4% 11,915 $2.5M
Solutions 4 Wealth, Ltd 4.34% Reduce -1.4% 11,910 $2.5M
Midwest Professional Planners, LTD. 0.76% New 11,901 $2.5M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 9.96% No change 11,886 $2.5M
Interactive Financial Advisors, Inc. 1.30% Add +6.5% 11,875 $2.5M
Encompass More Asset Management 0.73% Add +12.1% 11,835 $2.4M
Pettyjohn, Wood & White, Inc. 0.47% Add +5.2% 11,819 $2.4M
Focus Partners Advisor Solutions, LLC 0.04% Add +4.6% 11,772 $2.4M
Bank of Nova Scotia 0.01% Add +9.9% 11,770 $2.4M
1834 Investment Advisors Co. 0.31% Reduce -1.6% 11,744 $2.4M
Wealthedge Investment Advisors, LLC 1.09% Add +42.4% 11,718 $2.4M
Herbst Group, LLC 1.71% Reduce -0.4% 11,705 $2.4M
Fort Point Capital Partners LLC 0.27% Add +4.3% 11,703 $2.4M
Fagan Associates, Inc. 0.40% Reduce -3.8% 11,703 $2.4M
GPS Wealth Strategies Group, LLC 0.33% Reduce -10.2% 11,697 $2.4M
Donaldson Capital Management, LLC 0.09% Reduce -3.2% 11,694 $2.4M
CPA Asset Management Group, LLC 1.06% Reduce -0.6% 11,638 $2.4M
Segment Wealth Management, LLC 0.16% Reduce -0.6% 11,585 $2.4M
Ingalls & Snyder LLC 0.08% Reduce -5.5% 11,529 $2.4M
Capital Analysts, LLC 0.09% Add +3.0% 11,477 $2.4M
Good Life Advisors, LLC 0.17% Add +21.6% 11,428 $2.4M
Cladis Investment Advisory, LLC 1.70% Add +2.1% 11,392 $2.4M
Sonata Capital Group Inc. 1.02% Reduce -5.2% 11,370 $2.3M
SeaBridge Investment Advisors LLC 0.51% Reduce -3.3% 11,329 $2.3M
Trifecta Capital Advisors, LLC 0.49% Reduce -6.1% 11,325 $2.3M
Finley Financial, LLC 1.30% Reduce -0.9% 11,130 $2.3M
Rwa Wealth Partners, LLC 0.03% Add +5.7% 11,267 $2.3M
BlackDiamond Wealth Management, LLC 1.57% Add +6.5% 10,685 $2.3M
Fisher Asset Management 0.00% Reduce -9.2% 11,236 $2.3M
Shelton Capital Management 0.06% No change 11,211 $2.3M
GAMCO Investors 0.03% Reduce -30.3% 11,200 $2.3M
Mma Asset Management LLC 0.97% Add +20.1% 11,175 $2.3M
Greenleaf Trust 0.02% Add +31.3% 11,164 $2.3M
North Star Investment Management Corp. 0.17% Reduce -0.2% 11,164 $2.3M
Brighton Jones LLC 0.07% Add +17.8% 11,163 $2.3M
Vista Finance, LLC 2.00% Add +0.2% 11,155 $2.3M
Atlas Private Wealth Advisors 0.32% Reduce -5.6% 11,118 $2.3M
Johnson Financial Group, Inc. 0.11% Reduce -1.0% 11,006 $2.3M
Bramshill Investments, LLC 0.23% Reduce -43.7% 11,000 $2.3M
Cornerstone Advisory, LLC 0.27% Add +1.0% 10,629 $2.3M
Heartwood Wealth Advisors LLC 0.26% Reduce -4.3% 10,999 $2.3M
Brevan Howard Capital Management LP 0.06% New 10,978 $2.3M
Cape Ann Savings Bank 1.42% Reduce -8.0% 10,939 $2.3M
Laraway Financial Advisors Inc 1.79% Add +6.6% 10,918 $2.3M
Strategic Blueprint, LLC 0.12% Add +3.1% 10,911 $2.3M
Sunbelt Securities, Inc. 0.20% Reduce -1.7% 10,908 $2.3M
Sheaff Brock Investment Advisors, LLC 0.21% Add +6.9% 10,893 $2.2M
Ranch Capital Advisors Inc. 1.07% Reduce -2.9% 10,892 $2.2M
Prospera Financial Services Inc 0.05% Reduce -48.6% 10,877 $2.2M
Legacy Private Trust Co. 0.15% Reduce -23.3% 10,832 $2.2M
Disciplined Investors, L.L.C. 2.01% Add +9.5% 10,792 $2.2M
Whittier Trust Co. of Nevada Inc. 0.06% No change 10,774 $2.2M
MAS Advisors LLC 3.42% Add +39.9% 10,770 $2.2M
Mountain Hill Investment Partners Corp. 2.17% Add +7.9% 10,741 $2.2M
Lion Street Advisors, LLC 0.70% Reduce -0.5% 10,738 $2.2M
Investor's Fiduciary Advisor Network, LLC 1.04% Reduce -11.8% 10,709 $2.2M
Redhawk Wealth Advisors, Inc. 0.30% Reduce -72.8% 10,693 $2.2M
First National Trust Co 0.09% Reduce -1.9% 10,680 $2.2M
Wall Street Financial Group, Inc. 2.28% Reduce -2.0% 10,656 $2.2M
Ameriflex Group, Inc. 0.90% Add +1701.5% 10,629 $2.2M
Capital Advisors Inc. 0.04% Reduce -0.5% 10,593 $2.2M
Arete Wealth Advisors, LLC 0.17% Add +25.7% 10,550 $2.2M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.37% Add +28.5% 10,539 $2.2M
Summit Trail Advisors, LLC 0.07% No change 10,532 $2.2M
Virtu Financial LLC 0.12% Reduce -43.6% 10,501 $2.2M
Wolverine Trading, LLC 0.07% New 10,419 $2.2M
PKS Advisory Services, LLC 0.59% Reduce -6.5% 10,408 $2.1M
Centennial Bank 1.02% Reduce -1.4% 10,382 $2.1M
Lynch & Associates 0.46% No change 10,224 $2.1M
Bragg Financial Advisors, Inc 0.09% Reduce -10.0% 10,149 $2.1M
EverSource Wealth Advisors, LLC 0.11% Add +20.1% 10,103 $2.1M
USAdvisors Wealth Management, LLC 0.73% Reduce -1.9% 10,098 $2.1M
Fifth Third Wealth Advisors LLC 0.11% Add +8.8% 10,086 $2.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +38.7% 10,075 $2.1M
Strategy Asset Managers LLC 0.43% Add +2.8% 10,060 $2.1M
Balboa Wealth Partners 0.50% Add +1.2% 10,044 $2.1M
Principal Securities, Inc. 0.05% No change 8,917 $2.1M
Verum Partners LLC 0.56% Reduce -0.1% 10,012 $2.1M
SeaCrest Wealth Management, LLC 0.23% Reduce -0.9% 9,980 $2.1M
Adirondack Trust Co. 0.81% Reduce -0.4% 9,979 $2.1M
Bison Wealth, LLC 0.19% Add +74.1% 9,893 $2.1M
Access Financial Services, Inc. 0.83% Reduce -8.0% 9,946 $2.1M
McHugh Group, LLC 1.57% No change 9,932 $2.1M
Chicago Wealth Management, Inc. 1.07% Add +25.2% 9,865 $2.0M
Mattern Wealth Management LLC 0.45% Reduce -1.6% 9,822 $2.0M
Caxton Associates LLP 0.07% — 9,784 $2.0M
VCI Wealth Management LLC 0.85% New 9,771 $2.0M
Clark Financial Services Group Inc. 1.39% Reduce -0.8% 9,730 $2.0M
Mission Creek Capital Partners, Inc. 0.48% Reduce -0.6% 9,677 $2.0M
Private Trust Co. NA 0.21% Reduce -1.2% 9,664 $2.0M
Rothschild Wealth LLC 0.56% Reduce -2.6% 9,653 $2.0M
Verdence Capital Advisors LLC 0.15% Reduce -0.9% 9,546 $2.0M
Pitcairn Co. 0.12% No change 9,534 $2.0M
MTM Investment Management, LLC 0.76% Reduce -1.0% 9,453 $2.0M
Seven Springs Wealth Group, LLC 0.72% No change 9,512 $2.0M
Y-Intercept (Hong Kong) Ltd 0.13% New 9,490 $2.0M
Glass Jacobson Investment Advisors llc 0.64% No change 8,419 $2.0M
Exencial Wealth Advisors, LLC 0.07% No change 9,465 $2.0M
Capital Investment Advisory Services, LLC 0.17% Reduce -37.7% 9,446 $2.0M
Moneta Group Investment Advisors LLC 0.03% Add +2.2% 9,441 $1.9M
Future Financial Wealth Managment LLC 1.43% Reduce -1.5% 9,431 $1.9M
Eastern Bank 0.04% Reduce -79.2% 9,386 $1.9M
LVM Capital Management Ltd. 0.22% Reduce -3.5% 9,376 $1.9M
Braun-Bostich & Associates Inc. 1.43% Reduce -3.7% 9,364 $1.9M
Ancora Advisors LLC 0.04% Add +0.3% 9,293 $1.9M
JSF Financial, LLC 0.51% Add +1.6% 9,292 $1.9M
L.M. Kohn & Company 0.50% Reduce -26.3% 9,291 $1.9M
Saxon Interests, Inc. 0.90% Reduce -1.1% 9,271 $1.9M
Acorns Advisers, LLC 0.02% Add +55.6% 9,241 $1.9M
jvl associates llc 0.77% Reduce -1.3% 9,188 $1.9M
Ashton Thomas Securities, LLC 0.53% Reduce -16.0% 9,168 $1.9M
Searle & Co. 0.54% No change 9,165 $1.9M
Novare Capital Management LLC 0.16% Add +0.8% 9,136 $1.9M
United Advisor Group, LLC 0.39% Add +23.3% 9,130 $1.9M
Gotham Asset Management 0.02% Add +179.5% 9,077 $1.9M
Chilton Capital Management LLC 0.08% Reduce -2.1% 9,076 $1.9M
Watts Gwilliam & Co., LLC 0.41% Add +0.8% 9,069 $1.9M
Kane Investment Management, Inc. 0.90% Reduce -44.3% 8,978 $1.9M
Arrow Financial Corp 0.21% Reduce -27.9% 8,956 $1.8M
FWG Holdings, LLC 0.90% New 8,702 $1.8M
DDD Partners, LLC 0.22% Add +2.9% 8,810 $1.8M
Sharper & Granite LLC 0.75% Add +13.5% 8,784 $1.8M
Avantax Planning Partners, Inc. 0.06% Reduce -0.9% 8,774 $1.8M
Financial Sense Advisors, Inc. 0.52% Reduce -6.7% 8,759 $1.8M
First Heartland Consultants, Inc. 0.19% Reduce -2.5% 8,755 $1.8M
Meridian Wealth Management, LLC 0.09% Add +7.3% 8,747 $1.8M
Acima Private Wealth, LLC 0.64% No change 8,701 $1.8M
Capital Advisors, Ltd. LLC 0.24% Add +6.6% 8,679 $1.8M
Empower Advisory Group, LLC 0.01% Reduce -1.9% 8,635 $1.8M
Arlington Capital Management, Inc. 1.34% Reduce -44.3% 8,545 $1.8M
Moors & Cabot, Inc. 0.09% Reduce -0.7% 8,536 $1.8M
Centiva Capital, LP 0.10% Add +552.3% 8,500 $1.8M
Patriot Financial Group Insurance Agency, LLC 0.23% Add +0.9% 8,479 $1.8M
Principle Wealth Partners LLC 0.13% Reduce -0.6% 8,477 $1.8M
Flputnam Investment Management Co. 0.03% Reduce -23.9% 8,472 $1.7M
Parkside Advisors LLC 0.42% No change 8,464 $1.7M
Syon Capital LLC 0.14% Reduce -3.5% 8,409 $1.7M
Aptus Capital Advisors, LLC 0.02% Reduce -26.6% 8,359 $1.7M
Moss Adams Wealth Advisors LLC 0.18% Reduce -10.7% 8,352 $1.7M
Berger Financial Group, Inc 0.12% Add +0.4% 8,342 $1.7M
Baron Silver Stevens Financial Advisors, LLC 0.30% No change 8,342 $1.7M
Verus Capital Partners, LLC 0.17% Reduce -8.3% 8,328 $1.7M
City Holding Co. 0.24% Reduce -3.1% 8,310 $1.7M
XML Financial, LLC 0.16% Add +1.0% 8,302 $1.7M
Two Sigma Securities, LLC 0.26% New 8,284 $1.7M
Equitable Trust Co. 0.09% No change 8,266 $1.7M
OneAscent Financial Services LLC 0.11% Add +0.0% 8,202 $1.7M
Golden State Wealth Management, LLC 0.25% Add +3.5% 8,243 $1.7M
Richmond Investment Services, LLC 0.91% Reduce -73.4% 8,136 $1.7M
AlphaQ Advisors LLC 4.01% Add +2.0% 8,114 $1.7M
Dai-ichi Life Holdings, Inc. 1.88% Reduce -28.9% 8,100 $1.7M
Arcadia Wealth Management, Inc. 1.30% No change 8,086 $1.7M
Prosperity Wealth Management, Inc. 0.78% Reduce -8.9% 8,048 $1.7M
Jacobi Capital Management LLC 0.12% Add +16.9% 8,027 $1.7M
M3 Advisory Group, LLC 1.31% Add +1.3% 8,005 $1.7M
True Vision MN LLC 0.99% Add +33.3% 8,001 $1.7M
German American Bancorp, Inc. 0.18% Reduce -30.5% 7,989 $1.6M
Rehmann Capital Advisory Group 0.10% Reduce -27.7% 7,985 $1.6M
NDWM LLC 1.61% Reduce -54.7% 7,965 $1.6M
Keystone Financial Group 0.17% Reduce -21.6% 7,945 $1.6M
Blue Chip Partners, LLC 0.14% Reduce -7.8% 7,945 $1.6M
Salem Investment Counselors Inc. 0.06% Add +0.3% 7,930 $1.6M
Oxinas Partners, LLC 0.96% Add +1.4% 7,877 $1.6M
One Capital Management, LLC 0.05% Add +87.0% 7,843 $1.6M
Baker Avenue Asset Management, LP 0.05% Reduce -77.2% 7,816 $1.6M
CWC Advisors, LLC. 0.92% Add +57.0% 7,804 $1.6M
SkyView Investment Advisors, LLC 0.24% No change 7,790 $1.6M
Legacy Capital Group California, Inc. 0.56% Add +30.8% 7,757 $1.6M
Callan Family Office, LLC 0.12% New 7,721 $1.6M
Paragon Financial Partners, Inc. 1.24% Add +1.0% 7,696 $1.6M
Country Club Bank 0.11% Add +4.5% 7,596 $1.6M
Black Diamond Financial, LLC 0.24% No change 7,587 $1.6M
Wealthgarden F.S. LLC 1.50% Reduce -13.5% 7,582 $1.6M
Debussy Capital Management LP 0.25% Add +52.5% 7,569 $1.6M
Argent Trust Co 0.06% Add +2.6% 7,534 $1.6M
Foguth Wealth Management, LLC. 0.38% Reduce -3.8% 7,511 $1.6M
Nixon Peabody Trust Co. 0.13% Add +105.5% 7,500 $1.5M
Ausdal Financial Partners, Inc. 0.12% Add +13.0% 7,493 $1.5M
Avidian Wealth Enterprises, LLC 0.07% Reduce -12.2% 7,482 $1.5M
Hobart Private Capital, LLC 0.39% Reduce -77.1% 7,482 $1.5M
Phillips Wealth Planners LLC 1.63% Add +17.5% 7,773 $1.5M
Geneos Wealth Management Inc. 0.05% Reduce -59.9% 7,463 $1.5M
Pinnacle Wealth Management Advisory Group, LLC 0.14% Reduce -2.0% 7,435 $1.5M
McGuire Investment Group, LLC 0.23% Reduce -1.5% 7,369 $1.5M
Correct Capital Wealth Management 0.30% Reduce -6.0% 7,361 $1.5M
Noesis Capital Mangement Corp. 0.30% Reduce -0.7% 7,359 $1.5M
Optas, LLC 0.26% No change 7,358 $1.5M
Zacks Investment Management 0.01% Add +3.3% 7,341 $1.5M
West Coast Financial LLC 0.17% No change 7,340 $1.5M
Forum Financial Management, LP 0.03% Reduce -27.7% 7,332 $1.5M
Parr McKnight Wealth Management Group, LLC 0.22% Reduce -1.8% 7,300 $1.5M
Monetary Management Group Inc. 0.41% Reduce -2.3% 7,300 $1.5M
Kaizen Financial Strategies 0.87% Add +28.1% 7,295 $1.5M
Fragasso Financial Advisors Inc 0.11% Reduce -0.7% 7,295 $1.5M
Earned Wealth Advisors, LLC 0.33% Add +4.1% 7,292 $1.5M
KG Capital Management 0.49% Add +98.8% 7,291 $1.5M
Modera Wealth Management, LLC 0.02% Add +4.8% 7,287 $1.5M
Auxano Advisors, LLC 0.40% Reduce -3.3% 7,284 $1.5M
Signaturefd, LLC 0.03% Add +21.8% 7,223 $1.5M
Nova Wealth Management, Inc. 1.29% Reduce -0.8% 7,221 $1.5M
Neuberger Berman Group LLC 0.00% Add +7.6% 7,218 $1.5M
Occidental Asset Management, LLC 0.22% Add +13.3% 7,198 $1.5M
Powers Capital, LLC 0.81% No change 7,195 $1.5M
Heritage Oak Wealth Advisors LLC 0.65% Reduce -13.3% 7,166 $1.5M
Rappaport Reiches Capital Management, LLC 0.37% Reduce -8.7% 7,159 $1.5M
Wealthspire Retirement, LLC 0.12% Add +22.6% 7,129 $1.5M
Menard Financial Group LLC 0.96% Add +0.4% 6,857 $1.5M
Objective Capital Management, LLC 1.87% Reduce -27.6% 7,081 $1.5M
Tradition Wealth Management, LLC 0.13% Add +0.1% 7,078 $1.5M
Gilliland Jeter Wealth Management LLC 0.52% Add +1.2% 7,076 $1.5M
Busey Bank 0.05% No change 7,049 $1.5M
Medallion Wealth Advisors, LLC 0.66% Add +22.6% 6,951 $1.4M
Crewe Advisors LLC 0.20% Reduce -1.5% 6,990 $1.4M
Fulton Breakefield Broenniman LLC 0.10% Add +5.4% 6,989 $1.4M
Independent Wealth Network Inc. 0.57% Add +20.1% 6,951 $1.4M
Whalerock Point Partners, LLC 0.35% No change 6,950 $1.4M
Bradley Foster & Sargent Inc. 0.02% Reduce -6.6% 6,949 $1.4M
626 Financial, LLC 0.74% Reduce -0.7% 6,926 $1.4M
Bawa N Mallick Trust 0.67% No change 6,900 $1.4M
World Equity Group, Inc. 0.41% Reduce -52.0% 6,893 $1.4M
Armor Investment Advisors, LLC 0.59% No change 6,859 $1.4M
Peoples Bank 0.96% Reduce -7.2% 6,858 $1.4M
Certified Advisory Corp 0.16% Reduce -2.0% 6,831 $1.4M
ProVise Management Group, LLC 0.12% Reduce -7.2% 6,822 $1.4M
Altura Wealth Advisors Inc. 0.93% Add +32.9% 6,803 $1.4M
Vanguard Group Inc. 0.00% No change 6,766 $1.4M
Sentinel Pension Advisors, LLC 0.26% Reduce -0.9% 6,752 $1.4M
Claro Advisors Inc. 0.19% Reduce -24.8% 6,718 $1.4M
Polymer Capital Management (HK) LTD 0.24% Add +5.3% 6,700 $1.4M
Activest Wealth Management 0.37% Add +246.3% 6,693 $1.4M
Vontobel Holding Ltd. 0.01% Add +47.3% 6,659 $1.4M
Ifrah Financial Services, Inc. 0.39% Reduce -2.3% 6,634 $1.4M
Vista Investment Management 0.53% Reduce -0.8% 6,618 $1.4M
Zhang Financial LLC 0.07% Add +5.9% 6,598 $1.4M
Stelac Advisory Services LLC 0.56% New 6,545 $1.4M
DT Investment Partners, LLC 0.13% No change 6,510 $1.3M
Americana Partners, LLC 0.05% Add +3.5% 6,505 $1.3M
QRG Capital Management, Inc. 0.01% Reduce -24.7% 6,468 $1.3M
Bank of New Hampshire 0.35% Reduce -1.5% 6,455 $1.3M
IAM Advisory, LLC 0.35% Add +1.2% 6,444 $1.3M
Simon Quick Advisors, LLC 0.08% Add +70.5% 6,431 $1.3M
Wealth Architects, LLC 0.15% Add +6.1% 6,407 $1.3M
Sand Hill Global Advisors, LLC 0.05% No change 6,394 $1.3M
Waterloo Capital, L.P. 0.12% Reduce -31.1% 6,382 $1.3M
Flywheel Private Wealth LLC 1.19% No change 6,331 $1.3M
Jackson, Grant Investment Advisers, Inc. 0.51% Reduce -9.8% 6,323 $1.3M
Davis R M Inc. 0.03% Reduce -6.1% 6,306 $1.3M
Aventura Private Wealth, LLC 0.68% Reduce -3.3% 6,289 $1.3M
PEAK6 LLC 0.05% New 6,284 $1.3M
Moloney Securities Asset Management, LLC 0.18% Add +2.4% 6,265 $1.3M
Byrne Financial Freedom, LLC 0.73% Reduce -6.9% 6,259 $1.3M
Altus Wealth Group LLC 0.60% Reduce -78.5% 6,256 $1.3M
KDK Private Wealth Management, LLC 1.47% No change 6,251 $1.3M
Wilson & Boucher Capital Management, LLC 0.96% Add +3.5% 6,247 $1.3M
Quantbot Technologies LP 0.04% New 6,241 $1.3M
Beacon Bank & Trust 0.31% Reduce -1.0% 6,239 $1.3M
Madden Advisory Services, Inc. 0.60% Add +0.7% 6,233 $1.3M
Dale Q Rice Investment Management Ltd 0.66% Reduce -3.5% 6,210 $1.3M
Founders Financial Alliance, LLC 0.31% Add +13.3% 6,188 $1.3M
Bangor Savings Bank 0.12% Reduce -10.7% 6,180 $1.3M
Total Clarity Wealth Management, Inc. 0.42% No change 5,485 $1.3M
NTV Asset Management LLC 0.17% Add +18.9% 6,176 $1.3M
Wealth Advisory Solutions, LLC 0.34% Reduce -0.4% 6,166 $1.3M
Robinson Value Management, Ltd. 0.82% Add +3.0% 6,158 $1.3M
United Community Bank 0.47% Reduce -6.4% 6,139 $1.3M
RDA Financial Network 0.38% Add +24.1% 6,119 $1.3M
North Star Asset Management Inc. 0.06% Reduce -0.8% 6,098 $1.3M
CHICAGO TRUST Co NA 0.23% Reduce -0.4% 6,029 $1.2M
Maltin Wealth Management, Inc. 0.58% Add +0.1% 6,026 $1.2M
Contravisory Investment Management, Inc. 0.26% Add +13.5% 6,005 $1.2M
One Day In July LLC 0.12% Add +18.9% 6,003 $1.2M
Lionshead Wealth Management, LLC 1.28% Reduce -50.0% 5,971 $1.2M
Certuity, LLC 0.13% Add +179.9% 5,956 $1.2M
Symmetry Partners, LLC 0.17% New 5,923 $1.2M
Balyasny Asset Management L.P. 0.00% Reduce -90.8% 5,909 $1.2M
Aureus Asset Management, LLC 0.09% No change 5,906 $1.2M
Stratos Investment Management, LLC 0.06% Add +17.0% 5,897 $1.2M
Modern Wealth Management, LLC 0.04% Reduce -69.0% 5,895 $1.2M
Swmg, LLC 0.48% Reduce -12.2% 5,835 $1.2M
Centurion Wealth Management LLC 0.38% No change 5,225 $1.2M
Smartleaf Asset Management LLC 0.12% Reduce -52.1% 5,885 $1.2M
Bridgewater Advisors Inc. 0.10% New 5,795 $1.2M
Curi Capital, LLC 0.03% Add +8.6% 5,844 $1.2M
Forefront Wealth Partners, LLC 0.81% Add +5.0% 5,782 $1.2M
LPWM LLC 0.38% No change 5,779 $1.2M
Red Door Wealth Management, LLC 0.18% Add +49.6% 5,778 $1.2M
Howe & Rusling Inc. 0.10% Add +137.5% 5,776 $1.2M
Lebenthal Global Advisors, LLC 0.22% Add +2.9% 5,774 $1.2M
KPP Advisory Services LLC 0.23% No change 5,772 $1.2M
W.G. Shaheen & Associates DBA Whitney & Co 0.13% Reduce -7.3% 5,771 $1.2M
Finward Bancorp 1.03% Add +4.5% 5,770 $1.2M
Clarius Group, LLC 0.07% No change 5,687 $1.2M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +10.3% 5,661 $1.2M
Howland Capital Management LLC 0.05% Reduce -1.7% 5,657 $1.2M
Pathway Financial Advisors LLC 0.21% No change 5,602 $1.2M
Becker Capital Management Inc. 0.04% Add +0.1% 5,594 $1.2M
Advyzon Investment Management, LLC 0.41% Add +13.5% 5,561 $1.1M
Alaethes Wealth, LLC 0.42% Reduce -0.8% 5,518 $1.1M
Highland Capital Management, LLC 0.07% Add +1.8% 5,510 $1.1M
First National Bank of Mount Dora, Trust Investment Services 0.28% Reduce -16.2% 5,501 $1.1M
Sagespring Wealth Partners, LLC 0.03% Add +2.2% 5,488 $1.1M
Garde Capital, Inc. 0.06% Add +1.2% 5,475 $1.1M
Yukon Wealth Management, Inc. 0.47% — 5,460 $1.1M
CWA Asset Management Group, LLC 0.05% Add +7.6% 5,436 $1.1M
NCM Capital Management, LLC 0.50% No change 5,426 $1.1M
Ascent Group, LLC 0.05% Add +12.3% 5,425 $1.1M
Marco Investment Management LLC 0.10% Reduce -1.8% 5,395 $1.1M
Three Magnolias Financial Advisors, LLC 0.94% Add +31.2% 5,391 $1.1M
Tanglewood Wealth Management, Inc. 0.13% Reduce -22.6% 5,391 $1.1M
Prospect Financial Services LLC 0.62% Add +10.0% 5,385 $1.1M
PDS Planning, Inc 0.09% Add +358.0% 5,382 $1.1M
Horizon Family Wealth, Inc. 0.74% Reduce -4.0% 5,367 $1.1M
Private Wealth Asset Management, LLC 0.16% — 5,351 $1.1M
Hourglass Capital, LLC 0.29% No change 5,330 $1.1M
Selective Wealth Management, Inc. 0.48% No change 5,541 $1.1M
National Philanthropic Trust 0.02% No change 5,305 $1.1M
Solstein Capital, LLC 0.64% No change 5,297 $1.1M
Silvercrest Asset Management Group LLC 0.01% Add +176.2% 5,283 $1.1M
Cyndeo Wealth Partners, LLC 0.07% Add +4.1% 5,275 $1.1M
United Bank 0.14% No change 5,260 $1.1M
Element Pointe Advisors, LLC 0.26% Add +4.3% 5,258 $1.1M
PMG Wealth Management, Inc. 1.15% Reduce -71.5% 5,253 $1.1M
Vanguard Personalized Indexing Management, LLC 0.02% Add +19.6% 5,246 $1.1M
Penobscot Wealth Management 0.45% Add +104.2% 5,237 $1.1M
Glen Eagle Advisors, LLC 0.18% Reduce -7.8% 5,211 $1.1M
Austin Private Wealth, LLC 0.10% Reduce -0.5% 5,211 $1.1M
Cooper Financial Group 0.14% Add +3.7% 5,198 $1.1M
1900 Wealth Management LLC 0.09% Reduce -2.4% 5,184 $1.1M
Tyche Wealth Partners LLC 0.23% Add +5.4% 5,184 $1.1M
Freestone Capital Holdings, LLC 0.04% Reduce -4.3% 5,183 $1.1M
River Wealth Advisors LLC 0.15% Reduce -1.5% 5,182 $1.1M
Strategic Financial Concepts, LLC 0.20% Reduce -4.8% 5,179 $1.1M
Ritholtz Wealth Management 0.03% Add +2.4% 5,168 $1.1M
UMB Bank, n.a. 0.02% Add +17.1% 5,158 $1.1M
Nemes Rush Group LLC 0.13% Reduce -8.9% 5,111 $1.1M
Legacy Edge Advisors, LLC 0.16% Reduce -12.9% 5,059 $1.0M
Burke & Herbert Bank & Trust Co. 0.25% Reduce -10.4% 5,045 $1.0M
Old Mission Capital LLC 0.02% New 5,032 $1.0M
Ackerman Asset Management, LLC 0.93% — 4,996 $1.0M
Bulltick Wealth Management, LLC 0.27% Reduce -7.7% 4,989 $1.0M
Grantvest Financial Group LLC 0.83% Add +3.9% 4,977 $1.0M
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -5.1% 4,972 $1.0M
Parisi Gray Wealth Management 0.33% Reduce -5.1% 4,961 $1.0M
Brookwood Investment Group LLC 0.18% — 4,951 $1.0M
Chemistry Wealth Management LLC 0.24% Reduce -1.0% 4,948 $1.0M
Goodman Advisory Group, LLC 0.31% New 4,945 $1.0M
GM Advisory Group, LLC 0.06% Add +3.5% 4,938 $1.0M
Calamos Wealth Management LLC 0.05% Add +96.0% 4,932 $1.0M
Badgley Phelps Wealth Managers, LLC 0.02% Add +1.1% 4,929 $1.0M
Newman Dignan & Sheerar, Inc. 0.28% Reduce -3.9% 4,923 $1.0M
Dopkins Wealth Management, LLC 0.51% Add +0.6% 4,902 $1.0M
American Institute for Advanced Investment Management, LLP 0.77% Add +4.3% 4,885 $1.0M
Bearing Point Capital, LLC 0.21% No change 4,879 $1.0M
Courier Capital LLC 0.07% Add +139.2% 4,859 $1.0M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -28.2% 4,849 $1.0M
AmeriServ Wealth Advisors 0.58% New 4,832 $998K
HCR Wealth Advisors 0.13% No change 4,829 $997K
Triangle Securities Wealth Management 0.26% No change 4,825 $996K
Arax Advisory Partners 0.06% Reduce -3.5% 4,815 $994K
Summit Place Financial Advisors, LLC 0.56% Add +305.6% 4,806 $992K
17 Capital Partners, LLC 0.64% Add +13.4% 4,804 $992K
Colonial River Investments, LLC 0.54% Reduce -56.1% 4,752 $981K
Sunesis Advisors, LLC 0.53% No change 4,752 $981K
Richard W. Paul & Associates, LLC 0.38% Reduce -54.5% 4,748 $980K
First Community Trust NA 0.86% No change 4,737 $978K
Schmidt P J Investment Management Inc. 0.18% Reduce -7.8% 4,723 $975K
Investment Management Corp. /Va/ 0.87% Add +0.2% 4,684 $967K
Biltmore Family Office, LLC 0.16% Add +11.3% 4,673 $965K
Harbor Investment Advisory, LLC 0.09% Add +0.2% 4,665 $963K
Quadrant Private Wealth Management, LLC 0.24% Add +1.1% 4,664 $963K
Nadler Financial Group, Inc. 0.11% Add +19.8% 4,656 $961K
Boston Trust Walden Corp 0.01% Reduce -8.2% 4,651 $960K
Everett Harris & Co. 0.01% No change 4,640 $958K
Fourpath Capital Management, LLC 0.17% Add +20.6% 4,640 $958K
Iyo Bank, Ltd. 0.31% New 4,639 $958K
Wolf Group Capital Advisors 0.32% Add +52.6% 4,632 $956K
Brandywine Oak Private Wealth LLC 0.09% Add +0.0% 4,620 $954K
New England Private Wealth Advisors LLC 0.15% Add +0.1% 4,620 $954K
BIP Wealth, LLC 0.06% Reduce -6.1% 4,618 $954K
Sapient Capital LLC 0.02% Reduce -51.4% 4,617 $953K
Renaissance Technologies 0.00% New 4,600 $950K
Manhattan West Asset Management, LLC 0.24% Reduce -58.5% 4,595 $949K
Choate Investment Advisors 0.02% Reduce -6.3% 4,594 $949K
Aveo Capital Partners, LLC 0.16% Add +9.5% 4,379 $945K
Alley Investment Management Company, LLC 0.12% Reduce -0.9% 4,550 $939K
Mayflower Financial Advisors, LLC 0.14% Reduce -0.8% 4,549 $939K
Whitaker-Myers Wealth Managers, LTD. 0.26% Add +30.4% 4,545 $938K
Fischer Investment Strategies, LLC 0.69% Reduce -82.3% 4,532 $936K
Plante Moran Financial Advisors, LLC 0.08% Reduce -19.7% 4,532 $936K
Westmount Partners, LLC 0.28% No change 4,514 $932K
Naviter Wealth, LLC 0.11% No change 4,514 $932K
Athena Investment Management 0.56% No change 4,510 $931K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.38% No change 4,800 $931K
Accurate Wealth Management, LLC 0.18% Reduce -21.9% 4,691 $931K
V2 Financial group LLC 0.60% No change 4,500 $929K
Walleye Trading LLC 0.03% New 4,484 $926K
Richardson Financial Services Inc. 0.70% New 4,469 $923K
Alpha Wealth Funds, LLC 1.00% Reduce -9.5% 4,463 $922K
Seelaus Asset Management LLC 0.89% Reduce -2.0% 4,460 $921K
Peak Planning Group, LLC 0.38% Add +0.2% 4,425 $914K
Pension & Wealth Management Advisors, Inc. 0.34% Add +74.9% 4,413 $911K
Signature Wealth Management Partners, LLC 0.60% Add +1.3% 4,408 $910K
MRWM Advisors, LLC 0.63% Add +127.5% 4,404 $909K
F/m Investments LLC 0.04% Add +0.7% 4,399 $908K
Lincoln Capital Corp. 0.38% Add +150.3% 4,397 $908K
Kaydan Wealth Management, Inc. 0.29% Add +1.1% 4,396 $908K
Raab & Moskowitz Asset Management LLC 0.23% Reduce -25.4% 4,369 $902K
First United Bank & Trust 0.34% Reduce -20.3% 4,355 $899K
Hardy Reed LLC 0.08% No change 4,312 $890K
Broyhill Asset Management, LLC 0.72% No change 4,300 $888K
Sweeney & Michel, LLC 0.39% — 4,904 $881K
MCF Advisors LLC 0.06% No change 4,266 $881K
Xcel Wealth Management, LLC 0.28% Reduce -0.2% 4,263 $880K
GC Wealth Management RIA, LLC 0.16% Reduce -3.7% 4,259 $879K
Summit Financial Consulting LLC 0.81% — 4,254 $878K
Cabana LLC 5.47% Reduce -38.1% 4,253 $878K
University of Texas/Texas Am Investment Management Co. 0.15% Reduce -12.2% 4,230 $873K
Lowery Thomas, LLC 0.59% Add +4.2% 4,208 $869K
Lavaca Capital LLC 0.40% No change 4,200 $867K
SOL Capital Management CO 0.10% No change 4,200 $867K
Mairs & Power Inc. 0.01% Reduce -34.2% 4,187 $865K
Samalin Investment Counsel, LLC 0.35% Add +7.9% 4,177 $863K
Fjell Capital, LLC 0.87% New 4,175 $862K
Pursue Wealth Partners LLC 0.52% Reduce -21.9% 4,161 $859K
Cookson Peirce & Co. Inc. 0.04% Add +1.4% 4,141 $855K
Empire Financial Management Company, LLC 0.26% Reduce -1.5% 4,133 $853K
Obsidian Cio, LLC 0.14% Add +35.2% 4,121 $851K
Blue Fin Capital, Inc. 0.16% Add +0.1% 4,082 $843K
Geometric Wealth Advisors 0.14% No change 4,078 $842K
Whitener Capital Management, Inc. 0.24% Add +20.2% 4,060 $838K
Benchmark Financial Wealth Advisors, LLC 0.32% Reduce -28.7% 4,058 $838K
Great Lakes Advisors, LLC 0.01% Reduce -91.4% 4,054 $837K
Purkiss Capital Advisors LLC 0.63% Add +17.4% 4,050 $836K
Amplius Wealth Advisors, LLC 0.09% Reduce -4.1% 4,048 $836K
Game Plan Financial Advisors, LLC 0.47% Reduce -0.4% 4,043 $835K
Maia Wealth LLC 0.19% Add +6.7% 4,157 $832K
Eldridge Investment Advisors, Inc. 0.19% No change 4,013 $829K
Beacon Financial Advisory LLC 0.25% Reduce -0.7% 4,011 $828K
MassMutual Private Wealth & Trust, FSB 0.02% No change 4,003 $827K
Global Endowment Management, LP 0.11% No change 4,000 $826K
Icon Wealth Advisors, LLC 0.07% Add +6.7% 3,984 $823K
M.E. Allison & Co., Inc. 0.81% Add +2.3% 3,983 $822K
Compagnie Lombard Odier SCmA 0.01% No change 3,970 $820K
Sather Financial Group Inc 0.05% Add +6.5% 3,962 $818K
Capital Square, LLC 0.48% Add +2.9% 3,958 $817K
Aries Wealth Management 0.22% Add +2.0% 3,957 $817K
Bluespring Wealth Management, LLC 0.08% Reduce -1.8% 3,952 $816K
First Wilshire Securities Management Inc. 0.23% No change 3,950 $816K
MWA Asset Management 0.57% Reduce -4.1% 3,947 $815K
Delta Investment Management, LLC 0.16% Add +1.3% 3,946 $815K
Delta Capital Management LLC 0.48% No change 3,925 $810K
Annex Advisory Services, LLC 0.02% No change 3,907 $807K
Forza Wealth Management, LLC 0.36% No change 3,905 $806K
Haven Private, LLC 0.46% Reduce -4.0% 3,903 $806K
Juncture Wealth Strategies, LLC 0.31% Add +18.0% 3,891 $803K
MainStreet Investment Advisors LLC 0.12% No change 3,889 $803K
Peoples Financial Services Corp. 0.39% Add +2.5% 3,888 $803K
Sunflower Bank, N.A. 0.22% Reduce -3.6% 3,885 $802K
Sterling Investment Management, LLC 0.57% Add +0.5% 3,882 $802K
Endowment Wealth Management, Inc. 0.52% Add +48.6% 3,878 $801K
Pacific Wealth Strategies Group, Inc. 0.60% No change 3,869 $799K
Disciplined Investments, LLC 0.37% Add +0.2% 3,860 $797K
Gateway Wealth Partners, LLC 0.18% Add +109.5% 3,860 $797K
Journey Strategic Wealth LLC 0.03% Add +3.4% 3,859 $797K
Galvin, Gaustad & Stein, LLC 0.07% Reduce -9.4% 3,850 $795K
Brown Brothers Harriman & Co. 0.01% Reduce -6.2% 3,848 $795K
Rossmore Private Capital 0.10% Add +7.2% 3,825 $790K
Family Capital Management, Inc. 0.49% Reduce -1.1% 3,824 $790K
Financial Partners Group, Inc 0.12% Reduce -0.2% 3,820 $789K
Smith, Moore & Co. 0.07% Reduce -4.0% 3,819 $789K
ELCO Management Co., LLC 0.44% No change 3,818 $788K
AssuredPartners Investment Advisors, LLC 0.15% Reduce -2.1% 3,816 $788K
Next Capital Management LLC 0.38% No change 3,814 $788K
Jackson Square Capital, LLC 0.26% Reduce -0.7% 3,814 $788K
Kohmann Bosshard Financial Services, LLC 0.09% No change 3,809 $786K
Camelot Technology Advisors, Inc. 0.73% Add +0.1% 3,807 $786K
Financial Freedom, LLC 0.45% Reduce -85.1% 3,800 $785K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Reduce -63.6% 3,751 $780K
Financial & Tax Architects, LLC 0.20% Add +21.8% 3,776 $780K
Hill Island Financial LLC 0.23% Reduce -65.7% 3,772 $779K
Autumn Glory Partners, LLC 0.39% No change 3,772 $779K
Sawgrass Asset Management LLC 0.10% No change 3,771 $779K
Advance Capital Management, Inc. 0.04% Add +12.7% 3,771 $779K
Dana Investment Advisors, Inc. 0.03% Reduce -6.7% 3,764 $777K
Aviance Capital Partners, LLC 0.11% Add +1.6% 3,764 $777K
Fsa Wealth Partners, Inc. 0.29% New 3,762 $777K
Yarger Wealth Strategies, LLC 0.45% Add +0.2% 3,756 $775K
Welch & Forbes LLC 0.01% Add +13.7% 3,754 $775K
Intrepid Financial Planning Group LLC 0.36% Reduce -87.7% 3,752 $775K
Alliancebernstein L.P. 0.00% Reduce -76.0% 3,751 $775K
Severin Investments, LLC 0.77% Reduce -4.8% 3,731 $770K
Liberty Square Wealth Partners LLC 0.29% Add +0.4% 3,688 $761K
Tortoise Investment Management, LLC 0.08% Add +10.1% 3,686 $761K
Warner Financial, Inc. 0.33% Reduce -14.6% 3,655 $755K
Sovran Advisors, LLC 0.10% Add +32.9% 3,914 $755K
Tranquility Partners, LLC 0.29% Reduce -0.9% 3,653 $754K
Summit Financial Wealth Advisors, LLC 0.15% Add +1.6% 3,649 $753K
Beaumont Financial Advisors, LLC 0.06% Reduce -5.2% 3,648 $753K
Legacy Wealth Management, LLC 0.05% Add +4.3% 3,647 $753K
Russell Investments Group, Ltd. 0.00% Add +99.3% 3,626 $749K
DSG Capital Advisors, LLC 0.15% Reduce -13.2% 3,612 $746K
Regent Peak Wealth Advisors LLC 0.18% Add +0.1% 3,608 $745K
Alpha Cubed Investments, LLC 0.03% Add +4.6% 3,588 $741K
First Citizens Financial Corp 0.42% Add +66.4% 3,586 $740K
BSW Wealth Partners 0.11% Add +125.0% 3,561 $735K
Collaborative Wealth Managment Inc. 0.34% Reduce -22.0% 3,554 $734K
Alpha Zero LLC 0.55% Reduce -32.5% 3,519 $727K
Mather Group, Llc. 0.01% Add +49.4% 3,519 $727K
WP Advisors, LLC 0.24% No change 3,515 $726K
Alpine Woods Capital Investors, LLC 0.18% No change 3,500 $723K
Ascentis Independent Advisors 0.14% Reduce -6.5% 3,496 $722K
Planning Directions Inc. 0.31% New 3,489 $720K
FAS Wealth Partners, Inc. 0.06% Add +12.2% 3,484 $719K
Global Strategic Investment Solutions, LLC 0.08% Add +0.1% 3,482 $719K
Councilmark Asset Management, LLC 0.48% No change 3,470 $716K
My Personal CFO, LLC 0.36% Add +139.8% 3,467 $716K
HBK Sorce Advisory LLC 0.02% Reduce -8.2% 3,458 $714K
Elwood & Goetz Wealth Advisory Group, LLC 0.17% Add +0.0% 3,452 $713K
LaFleur & Godfrey LLC 0.10% No change 3,425 $707K
Breakwater Capital Group 0.13% Add +0.0% 3,409 $704K
Welch Group, LLC 0.03% Reduce -1.6% 3,410 $704K
Oxford Financial Group, LTD. LLC 0.05% No change 3,405 $703K
PUREfi Wealth, LLC 0.70% Reduce -30.1% 3,400 $702K
SummitTX Capital, L.P. 0.03% — 3,400 $702K
Pines Wealth Management, LLC 0.32% Reduce -0.9% 3,901 $701K
Hubbell Strickland Wealth Management, LLC 0.33% Add +0.1% 3,395 $701K
Nvwm, LLC 0.19% Reduce -24.7% 3,392 $700K
Carret Asset Management, LLC 0.08% Add +0.5% 3,390 $700K
Heritage Wealth Partners, LLC 1.07% Add +10.6% 3,385 $699K
Brown Miller Wealth Management, LLC 0.24% Add +155.2% 3,374 $697K
Secure Asset Management, LLC 0.14% Reduce -96.3% 3,371 $696K
Midland Wealth Advisors, LLC 0.04% Add +29.2% 3,364 $695K
Charles Schwab Trust Co 0.06% Reduce -7.6% 3,357 $693K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% No change 3,349 $692K
Investmark Advisory Group LLC 0.34% Reduce -7.3% 3,344 $691K
Acorn Financial Advisory Services Inc. 0.12% Reduce -24.7% 3,334 $688K
Clark Capital Management Group, Inc. 0.00% Add +59.5% 3,329 $687K
WealthPlan Investment Management, LLC 0.07% Add +14.5% 3,318 $685K
Plan Group Financial, LLC 0.24% Add +143.1% 3,313 $684K
Ignite Planners, LLC 0.13% Add +8.4% 3,194 $680K
Empirical Asset Management, LLC 0.23% Add +2.9% 3,286 $679K
SouthState Bank Corp 0.03% Add +64.2% 3,265 $674K
Tradewinds Capital Management, LLC 0.18% Add +15.1% 3,254 $672K
Main Street Financial Solutions, LLC 0.06% Reduce -28.2% 3,253 $672K
Cornell Pochily Investment Advisors, Inc. 0.24% Reduce -1.3% 3,250 $671K
Mascagni Wealth Management, Inc. 0.66% No change 3,223 $665K
Evergreen Capital Management LLC 0.02% No change 3,197 $660K
Fiduciary Alliance LLC 0.06% Add +24.0% 3,193 $659K
Pictet North America Advisors SA 0.07% No change 3,187 $658K
Union Bancaire Privee, UBP SA 0.01% No change 3,187 $658K
Mason & Associates Inc 0.16% Add +0.1% 3,182 $657K
Avalon Capital Management 0.19% No change 3,180 $657K
St Germain D J Co. Inc. 0.03% Reduce -3.4% 3,173 $655K
LeClair Wealth Partners LLC 0.47% No change 3,170 $655K
Hanover Advisors Inc. 0.28% No change 3,169 $654K
Independence Bank of Kentucky 0.10% Add +5.3% 3,154 $651K
Strait & Sound Wealth Management LLC 0.30% Reduce -9.0% 3,146 $650K
Banque Pictet & Cie SA 0.01% No change 3,140 $648K
Sonora Investment Management Group, LLC 0.05% Reduce -14.7% 3,139 $648K
180 Wealth Advisors, LLC 0.10% Reduce -0.1% 3,132 $647K
Daymark Wealth Partners, LLC 0.03% Add +3.0% 3,129 $646K
Stuart Chaussee & Associates, Inc. 0.16% No change 3,114 $643K
Lifestyle Asset Management, Inc. 0.35% New 3,113 $643K
Marathon Trading Investment Management LLC 0.35% New 3,112 $643K
Harvey Capital Management Inc. 0.17% Reduce -4.5% 3,110 $642K
Sulzberger Capital Advisors, Inc. 0.84% Reduce -10.5% 3,100 $640K
STAR Financial Bank 0.47% Reduce -1.6% 3,096 $639K
Aspiriant, LLC 0.02% Reduce -33.3% 3,084 $637K
Truvestments Capital LLC 0.14% Add +7.2% 3,078 $636K
Firestone Capital Management 0.17% Add +5.5% 3,077 $635K
Boulder Wealth Advisors, LLC 0.37% No change 3,068 $633K
GAMMA Investing LLC 0.05% No change 3,049 $630K
Diversified Enterprises, LLC 0.05% Add +1.7% 3,044 $629K
Vectors Research Management, LLC 0.22% New 3,037 $627K
Vermillion Wealth Management, Inc. 0.19% Reduce -0.1% 3,036 $627K
Embree Financial Group 0.10% Reduce -14.4% 3,033 $626K
Oxler Private Wealth LLC 0.22% Add +0.2% 3,031 $626K
SS&H Financial Advisors, Inc. 0.23% Reduce -26.5% 3,024 $624K
Quartz Partners, LLC 0.38% Reduce -1.5% 3,018 $623K
Saxony Capital Management, LLC 0.55% Reduce -51.2% 3,015 $623K
New Century Financial Group, LLC 0.72% Reduce -8.4% 2,995 $618K
XTX Topco Ltd 0.03% New 2,982 $616K
SageView Advisory Group, LLC 0.03% Reduce -10.0% 2,981 $615K
Rebalance, LLC 0.05% Reduce -11.8% 2,965 $612K
WASHINGTON TRUST Co 0.02% Reduce -70.4% 2,950 $609K
PCG Wealth Advisors, LLC 0.21% Add +3.5% 2,939 $607K
Fortis Advisors, LLC 0.40% Reduce -4.8% 2,939 $607K
Arista Wealth Management, LLC 0.15% No change 2,934 $606K
HTG Investment Advisors, Inc. 0.25% Reduce -12.1% 2,924 $604K
Clare Market Investments LLC 0.16% Reduce -24.6% 2,924 $604K
Townsend Asset Management Corp. /NC/ 0.23% Reduce -50.5% 2,921 $603K
Worth Financial Advisory Group, LLC 0.38% Reduce -5.1% 2,911 $601K
Sandbox Financial Partners, LLC 0.21% Add +0.1% 2,910 $601K
City Center Advisors, LLC 0.70% New 2,910 $601K
Princeton Global Asset Management LLC 0.12% Add +8.7% 2,910 $601K
Heritage Family Offices, LLP 0.31% Add +0.1% 2,905 $600K
North Capital, Inc. 0.57% — 2,903 $599K
KWB Wealth 0.07% Reduce -16.6% 2,577 $599K
Hazlett, Burt & Watson, Inc. 0.27% Add +116.8% 2,892 $597K
HRC Wealth Management, LLC 0.37% Add +2.7% 2,891 $597K
MBL Wealth, LLC 0.06% No change 2,884 $595K
Burford Brothers, Inc. 0.29% Reduce -8.6% 2,884 $595K
High Net Worth Advisory Group LLC 0.17% No change 2,861 $591K
Accredited Investors Inc. 0.04% Add +2.3% 2,862 $591K
O'Brien Wealth Partners LLC 0.11% No change 2,860 $591K
Farmers & Merchants Investments Inc. 0.02% Reduce -2.1% 2,854 $589K
Baldwin Investment Management, LLC 0.07% Reduce -10.8% 2,850 $588K
Gsa Capital Partners LLP 0.05% New 2,829 $584K
WESPAC Advisors, LLC 0.47% Reduce -18.8% 2,823 $583K
FSM Wealth Advisors, LLC 0.13% Add +47.2% 2,823 $583K
Obermeyer Wealth Partners 0.03% Add +0.2% 2,804 $579K
Shufro Rose & Co. LLC 0.05% Add +21.3% 2,802 $579K
Liberty Wealth Management LLC 0.11% Reduce -6.6% 2,793 $577K
Private Wealth Partners, LLC 0.05% Add +0.7% 2,793 $577K
Brady Family Wealth, LLC 0.18% No change 2,792 $576K
HUB Investment Partners, LLC 0.02% Add +8.1% 2,782 $574K
Taylor & Morgan Wealth Management, LLC 0.43% Reduce -5.7% 2,770 $572K
Beacon Capital Management, LLC 0.08% Reduce -11.1% 2,762 $570K
Safeguard Financial, LLC 0.12% Add +9.2% 2,755 $569K
Aspen Investment Management Inc 0.26% No change 2,750 $568K
LWM Advisory Services, LLC 0.39% Reduce -42.4% 2,746 $567K
Asset Management Group, Inc. 0.10% Add +26.5% 2,743 $566K
Hexagon Capital Partners LLC 0.11% Reduce -0.4% 2,742 $566K
Capital Management Associates, Inc 0.13% Add +100.0% 2,738 $565K
Compass Wealth Management LLC 0.14% Reduce -7.9% 2,723 $562K
Quadrant Capital Group LLC 0.02% Reduce -3.0% 2,721 $562K
Pasadena Private Wealth, LLC 0.11% New 2,710 $560K
Pinnacle Wealth Planning Services, Inc. 0.08% Add +22.7% 2,703 $558K
Brendel Financial Advisors LLC 0.34% Reduce -6.2% 2,703 $558K
Texas Yale Capital Corp. 0.02% No change 2,701 $558K
Investment Partners Asset Management, Inc. 0.44% Add +7.4% 2,700 $557K
Private Client Services, LLC 0.28% Add +0.1% 2,692 $556K
Tableaux LLC 0.40% No change 2,689 $555K
Winthrop Advisory Group LLC 0.07% Reduce -19.0% 2,684 $554K
Penobscot Investment Management Company, Inc. 0.05% Reduce -1.8% 2,682 $554K
Frisch Financial Group, Inc. 0.15% Add +2.0% 2,673 $552K
McElhenny Sheffield Capital Management, LLC 0.21% No change 2,672 $552K
First Manhattan Co. Llc. 0.00% Add +1.5% 2,671 $552K
Flagship Wealth Advisors, LLC 0.23% No change 2,670 $551K
Goelzer Investment Management, Inc. 0.03% No change 2,662 $550K
Ackerman Capital Advisors, LLC 0.14% Add +10.0% 2,647 $547K
Community Bank, N.A. 0.07% Reduce -0.5% 2,647 $547K
TCFG Wealth Management, LLC 0.28% Add +2.8% 2,646 $546K
VestGen Investment Management 0.41% Reduce -20.7% 2,644 $546K
FSB Premier Wealth Management, Inc. 0.21% Add +29.8% 2,634 $544K
Performance Wealth Partners, LLC 0.02% Reduce -4.3% 2,631 $543K
Commonwealth Financial Services, LLC 0.11% Add +3.1% 2,627 $542K
Diligent Investors, LLC 0.13% Reduce -14.5% 2,623 $542K
Thoroughbred Financial Services, LLC 0.03% Add +3.4% 2,621 $541K
Northeast Investment Management 0.03% No change 2,619 $541K
Astra Wealth Partners LLC 0.52% Reduce -7.8% 2,617 $540K
Total Wealth Planning & Management, Inc. 0.55% Reduce -52.6% 2,617 $540K
Tucker Asset Management LLC 0.17% Reduce -92.9% 2,610 $539K
Per Stirling Capital Management, LLC. 0.08% Reduce -67.9% 2,605 $538K
First Foundation Advisors 0.02% Reduce -1.1% 2,603 $537K
PBMares Wealth Management LLC 0.11% Reduce -0.1% 2,603 $537K
Ellis Investment Partners, LLC 0.11% Reduce -15.3% 2,601 $537K
Lumbard & Kellner, LLC 0.24% Reduce -2.7% 2,599 $537K
First Command Advisory Services, Inc. 0.01% Add +14.4% 2,594 $536K
American State Bank (Iowa) 0.32% No change 2,587 $534K
Riggs Asset Managment Co. Inc. 0.15% Reduce -50.9% 2,585 $534K
Prevail Innovative Wealth Advisors, LLC 0.14% New 2,585 $534K
Apriem Advisors 0.06% Reduce -10.3% 2,583 $533K
Ellevest, Inc. 0.04% Reduce -39.4% 2,580 $533K
American Financial Advisors, LLC 0.08% Add +1.8% 2,577 $532K
L & S Advisors Inc 0.07% Add +0.4% 2,575 $532K
Jackson Hole Capital Partners, LLC 0.11% Add +1.8% 2,566 $530K
Matthew Goff Investment Advisor, LLC 0.10% Add +178.1% 2,564 $529K
Sovereign Financial Group, Inc. 0.12% Add +33.6% 2,562 $529K
Oldfather Financial Services, LLC 0.20% Add +2.9% 2,559 $528K
Lewis Asset Management, LLC 0.44% Reduce -1.0% 2,558 $528K
Edgestream Partners, L.P. 0.02% Reduce -55.2% 2,549 $526K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -91.4% 2,548 $526K
McAdam, LLC 0.03% Reduce -46.0% 2,541 $525K
Traction Financial Partners, LLC 0.41% Add +0.6% 2,531 $523K
EWG Elevate Inc. 0.20% Add +90.1% 2,523 $521K
Cozad Asset Management Inc. 0.05% No change 2,518 $520K
Coldstream Capital Management Inc. 0.01% Reduce -21.1% 2,513 $519K
Golden Reserve Retirement LLC 0.21% — 2,510 $518K
Obsidian Personal Planning Solutions LLC 0.23% Reduce -0.2% 2,465 $518K
Klingman & Associates, LLC 0.03% No change 2,505 $517K
LS Investment Advisors, LLC 0.08% No change 2,500 $516K
Woodstock Corp. 0.05% No change 2,500 $516K
Burling Wealth Partners, LLC 0.11% Add +5.0% 2,493 $515K
Lodestone Wealth Management LLC 0.27% Add +0.1% 2,487 $514K
Lynx Investment Advisory 0.34% Add +0.1% 2,484 $513K
TrueWealth Advisors, LLC 0.17% Add +2.4% 2,477 $511K
Bellecapital International Ltd. 0.10% Reduce -2.6% 2,472 $510K
Clearwater Capital Advisors, LLC 0.05% Add +0.4% 2,472 $510K
Vaughan David Investments LLC 0.01% Reduce -9.0% 2,468 $510K
HFR Wealth Management, LLC 0.12% No change 2,460 $508K
Heritage Trust Co 0.06% No change 2,456 $507K
Trust Co. of Vermont 0.03% Add +3.2% 2,450 $506K
Lakeridge Wealth Management LLC 0.25% Add +2.3% 2,449 $506K
Ethos Financial Group, LLC 0.05% Add +214.3% 2,354 $506K
Wambolt & Associates, LLC 0.17% Reduce -49.7% 2,426 $505K
Luminist Capital LLC 0.54% Reduce -48.1% 2,421 $503K
Comprehensive Financial Consultants Institutional, Inc. 0.18% Reduce -2.0% 2,436 $503K
Elevated Capital Advisors, LLC 0.14% Reduce -3.2% 2,436 $503K
Wellington Shields & Co., LLC 0.16% Reduce -7.6% 2,431 $502K
Cary Street Partners Investment Advisory LLC 0.29% Add +27.7% 2,415 $499K
Centricity Wealth Management, LLC 0.45% Reduce -2.0% 2,405 $497K
Leavell Investment Management, Inc. 0.02% Reduce -16.8% 2,403 $496K
Hoxton Planning & Management, LLC 0.19% Reduce -7.3% 2,400 $496K
Gryphon Financial Partners LLC 0.07% No change 2,399 $495K
First Commonwealth Financial Corp 0.12% No change 2,397 $495K
Goepper Burkhardt LLC 0.20% Add +6.1% 2,396 $495K
Hanson & Doremus Investment Management 0.07% Add +12.1% 2,391 $494K
Welch Capital Partners LLC 0.12% No change 2,390 $493K
Alesco Advisors, LLC, An ESL Co 0.02% No change 2,379 $491K
Physician Wealth Advisors, Inc. 0.08% Add +0.1% 2,375 $490K
LaSalle St. Investment Advisors, LLC 0.12% Add +78.6% 2,374 $490K
Insight Advisors, LLC/ PA 0.09% Reduce -2.2% 2,356 $487K
WealthBridge Capital Management, LLC 0.14% No change 2,351 $485K
Advisors Capital Management, LLC 0.01% Reduce -5.4% 2,347 $485K
Tyler-Stone Wealth Management 0.09% Reduce -0.1% 2,344 $484K
Byrne Asset Management LLC 0.42% New 2,341 $483K
First Pacific Financial 0.10% Reduce -62.0% 2,332 $482K
Confluence Wealth Services, Inc. 0.03% Add +9.8% 2,419 $479K
Cottage Street Advisors LLC 0.24% Reduce -19.6% 2,313 $478K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -1.3% 2,312 $477K
Clear Harbor Asset Management, LLC 0.04% Add +2.5% 2,310 $477K
Mine & Arao Wealth Creation & Management, LLC. 0.23% No change 2,304 $476K
SOA Wealth Advisors, LLC. 0.10% Reduce -3.9% 2,300 $475K
Talisman Wealth Advisors LLC 0.49% Reduce -6.8% 2,293 $474K
HM Payson & Co. 0.01% Add +9.2% 2,289 $473K
Strategies Wealth Advisors, LLC 0.06% Reduce -0.5% 2,287 $472K
BNC Wealth Management, LLC 0.17% Reduce -4.6% 2,286 $472K
Cape Cod Five Cents Savings Bank 0.04% No change 2,088 $471K
Y.D. More Investments Ltd 0.04% Reduce -8.9% 2,282 $471K
Dearborn Partners LLC 0.02% Reduce -36.3% 2,279 $471K
Northeast Financial Group, Inc. 0.18% Add +2.3% 2,277 $470K
Breakwater Investment Management 0.20% No change 2,273 $469K
Triumph Capital Management 0.16% Add +4.1% 2,269 $469K
Brick & Kyle, Associates 0.22% Reduce -6.9% 2,286 $468K
Black Maple Capital Management LP 0.37% No change 2,260 $467K
LexAurum Advisors, LLC 0.09% Add +0.3% 2,258 $466K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 2,354 $466K
Ullmann Wealth Partners Group, LLC 0.06% Add +1.9% 2,255 $466K
OneAscent Family Office, LLC 0.43% New 2,238 $465K
Granite Bay Wealth Management, LLC 0.16% Add +9.8% 2,250 $465K
Pinnacle Bancorp, Inc. 0.15% No change 2,230 $460K
Stanich Group LLC 0.34% Add +5.0% 2,226 $460K
Register Financial Advisors LLC 0.24% Add +0.1% 2,205 $455K
Meridian Financial Advisors, LLC 0.32% Reduce -1.6% 2,199 $454K
Cypress Asset Management Inc. 0.12% Add +358.0% 2,194 $453K
First International Bank & Trust 0.14% No change 2,178 $450K
First Nebraska Trust Co 0.04% No change 2,175 $449K
Lowe Brockenbrough & Co. Inc. 0.03% Reduce -46.3% 2,172 $448K
Stonegate Investment Group, LLC 0.01% No change 2,172 $448K
Fusion Capital, LLC 0.17% Add +0.1% 2,171 $448K
Summit X, LLC 0.09% Add +1.6% 2,171 $448K
YHB Investment Advisors, Inc. 0.04% Reduce -20.0% 2,169 $448K
Valley Wealth Managers, Inc. 0.03% Reduce -58.1% 2,167 $447K
Addison Advisors LLC 0.12% No change 2,166 $447K
Paladin Advisory Group, LLC 0.36% No change 2,165 $447K
Smith & Howard Wealth Management, LLC 0.12% Reduce -0.6% 2,162 $446K
Platform Technology Partners 0.13% New 2,160 $446K
Holderness Investments Co. 0.10% Add +16.7% 2,149 $444K
Mitchell McLeod Pugh & Williams Inc. 0.09% New 2,148 $444K
Comprehensive Financial Planning, Inc. 0.43% Reduce -35.2% 2,145 $443K
Magnolia Private Wealth, LLC 0.37% New 2,145 $443K
Transce3nd, LLC 0.20% Reduce -26.6% 2,131 $440K
CRA Financial Services, LLC 0.08% Add +0.1% 2,129 $440K
Williams & Novak, LLC 0.43% Reduce -1.6% 2,106 $438K
Vicus Capital 0.04% Reduce -0.4% 2,120 $438K
Latitude Advisors, LLC 0.25% Reduce -31.9% 2,114 $436K
Farmers National Bank 0.12% Reduce -2.0% 2,110 $436K
Moisand Fitzgerald Tamayo, LLC 0.06% Add +5.5% 2,107 $435K
Global Financial Private Client, LLC 0.17% Reduce -4.6% 2,093 $432K
Kuhn & Co Investment Counsel 0.36% Reduce -4.8% 2,082 $430K
Trust Co. of Oklahoma 0.15% Add +10.2% 2,079 $429K
NorthCrest Asset Manangement, LLC 0.01% Reduce -11.5% 2,079 $429K
Forte Capital LLC 0.05% Reduce -17.0% 2,079 $429K
Wealthquest Corp 0.04% No change 2,077 $429K
Longview Financial Advisors LLC 0.28% No change 2,059 $425K
Traynor Capital Management, Inc. 0.04% Add +3.9% 2,059 $425K
Tolleson Wealth Management, Inc. 0.08% No change 2,056 $425K
Guidance Point Advisors, LLC 0.13% Add +0.1% 2,051 $424K
Axim Planning & Wealth 0.37% New 2,048 $423K
Royal Fund Management, LLC 0.05% Add +69.7% 2,042 $423K
Mirador Capital Partners LP 0.07% Add +5.4% 2,045 $422K
Keystone Financial Services 0.16% No change 2,035 $420K
Yeomans Consulting Group, Inc. 0.16% No change 2,031 $419K
Signature Estate & Investment Advisors LLC 0.01% Reduce -1.9% 2,027 $419K
Armstrong Advisory Group, Inc. 0.03% No change 1,800 $419K
Parkside Financial Bank & Trust 0.05% No change 2,020 $417K
JGP Wealth Management, LLC 0.05% Add +9.6% 2,005 $414K
West Tower Group, LLC 1.09% New 2,000 $413K
Seven Mile Advisory 0.28% Reduce -0.9% 2,000 $413K
Archer Investment Corp 0.11% No change 1,994 $412K
Frazier Financial Advisors, LLC 0.32% Add +23.6% 1,987 $410K
Delta Financial Group, Inc. 0.09% No change 1,886 $410K
Congress Asset Management Co. 0.00% No change 1,980 $409K
Cape Investment Advisory, Inc. 0.16% Add +0.9% 1,980 $409K
Vestor Capital, LLC 0.03% No change 1,978 $408K
Gray Private Wealth, LLC 0.25% Add +10.8% 1,972 $407K
Outlook Wealth Advisors, LLC 0.11% Reduce -23.6% 1,969 $407K
SlateStone Wealth, LLC 0.04% Reduce -11.9% 1,963 $405K
Valley National Advisers Inc. 0.07% Add +47.6% 1,956 $403K
Mainstream Capital Management LLC 0.32% Reduce -1.2% 1,946 $402K
Smith Chas P & Associates Pa Cpas 0.02% No change 1,925 $397K
Sebold Capital Management, Inc. 0.26% Reduce -0.6% 1,915 $395K
Kendall Capital Management 0.12% No change 1,913 $395K
Milestone Asset Management, LLC 0.08% Reduce -39.4% 1,903 $393K
Cathy Pareto & Associates, Inc. 0.34% Reduce -2.8% 1,879 $388K
Procyon Advisors, LLC 0.02% Add +1.9% 1,879 $388K
Cullen Capital Management, LLC 0.00% Reduce -93.5% 1,877 $388K
Betterment LLC 0.00% Add +1.1% 1,873 $387K
Synergy Investment Management, LLC 0.16% No change 1,869 $386K
McIlrath & Eck, LLC 0.05% Add +15.1% 1,863 $385K
WT Wealth Management 0.12% Reduce -7.4% 1,861 $384K
Creekside Partners 0.20% Add +0.2% 1,861 $384K
Global Wealth Strategies & Associates 0.12% Add +19.9% 1,859 $384K
Huntleigh Advisors, Inc. 0.06% Reduce -4.9% 1,856 $383K
Waldron Private Wealth LLC 0.02% No change 1,854 $383K
Collective Family Office LLC 0.10% Reduce -21.1% 1,855 $383K
Atlantic Edge Private Wealth Management, LLC 0.12% No change 1,853 $383K
IPG Investment Advisors LLC 0.09% Reduce -11.9% 1,852 $382K
BCS Wealth Management 0.10% Add +1.3% 1,852 $382K
Legacy Financial Group, Inc. 0.12% Reduce -22.9% 1,850 $382K
Magnolia Capital Advisors LLC 0.10% Reduce -52.0% 1,848 $382K
Precedent Wealth Partners, LLC 0.11% No change 1,840 $380K
Smith Salley Wealth Management 0.02% Reduce -3.1% 1,839 $380K
Foundation Wealth Management, LLC 0.30% Add +0.2% 1,825 $377K
FCG Investment Co 0.24% Add +90.7% 1,823 $376K
Continuum Advisory, LLC 0.05% Add +0.4% 1,814 $375K
Trust Point Inc. 0.03% Reduce -21.3% 1,814 $375K
Private Capital Advisors, Inc. 0.04% No change 1,810 $374K
Oakwell Private Wealth Management, LLC 0.10% Reduce -12.2% 1,807 $373K
Topsail Wealth Management, LLC 0.08% New 1,806 $373K
Copia Wealth Management 0.34% Reduce -17.8% 1,805 $373K
Hall Capital Management Co. Inc. 0.17% No change 1,800 $372K
Schneider Downs Wealth Management Advisors, LP 0.07% Add +1.7% 1,799 $371K
WealthTrust Axiom LLC 0.11% No change 1,797 $371K
Old North State Trust, LLC 0.24% No change 1,597 $371K
Colonial Trust Advisors 0.03% No change 1,795 $371K
Romano Brothers and Company 0.05% No change 1,793 $370K
Slagle Financial, LLC 0.16% Reduce -8.2% 1,786 $369K
Bernard Wealth Management Corp. 0.18% Add +92.7% 1,782 $368K
Tanglewood Legacy Advisors, LLC 0.16% No change 1,780 $368K
FORM Wealth Advisors, LLC 0.05% — 1,780 $368K
Kellett Wealth Advisors, LLC 0.25% Reduce -2.6% 1,779 $367K
Mission Financial Group, LLC 0.34% — 2,762 $367K
Plan A Wealth LLC 0.28% Reduce -15.2% 1,774 $366K
Monograph Wealth Advisors, LLC 0.05% No change 1,773 $366K
Southland Equity Partners LLC 0.09% Reduce -0.3% 1,773 $366K
KFG Wealth Management, LLC 0.07% No change 1,771 $366K
Home Federal Bank of Tennessee 0.11% No change 1,760 $363K
Strategic Investment Advisors / MI 0.04% New 1,760 $363K
Wilkins Miller Wealth Management, LLC 0.27% Add +0.1% 1,759 $363K
MIdWestOne Financial Group, Inc. 0.05% Reduce -7.3% 1,757 $363K
Seed Wealth Management, Inc. 0.29% No change 1,751 $362K
Standard Family Office LLC 0.47% Reduce -42.8% 1,744 $360K
1ST Source Bank 0.02% Add +4.1% 1,736 $358K
Financial Council, LLC 0.19% No change 1,733 $358K
Gallacher Capital Management LLC 0.17% Add +4.5% 1,731 $357K
Meeder Advisory Services, Inc. 0.02% Add +31.2% 1,726 $356K
WealthTrust Asset Management, LLC 0.26% Reduce -16.6% 1,724 $356K
Viawealth, LLC 0.22% Add +5.6% 1,720 $355K
Smith Anglin Financial, LLC 0.04% Reduce -21.1% 1,714 $354K
Adamsbrown Wealth Consultants LLC 0.11% Add +0.1% 1,711 $353K
TruWealth Advisors, LLC 0.02% Reduce -6.5% 1,708 $353K
Root Financial Partners, LLC 0.04% Reduce -29.7% 1,706 $352K
T. Rowe Price Associates Inc. 0.00% No change 1,700 $352K
Asset Allocation Strategies LLC 0.09% Add +13.1% 1,702 $351K
Novus Advisors, LLC 0.35% No change 1,700 $351K
Parthenon LLC 0.04% Reduce -12.8% 1,700 $351K
StrongBox Wealth, LLC 0.15% Reduce -1.6% 1,694 $350K
Beacon Financial Group 0.04% Add +0.1% 1,688 $348K
Charter Oak Capital Management, LLC 0.03% Reduce -0.9% 1,684 $348K
Capital City Trust Co. 0.09% Add +52.2% 1,677 $346K
Floyd Financial Group LLC 0.31% Add +4.2% 1,672 $345K
Integrated Capital Management, LLC 0.19% Add +2.4% 1,667 $344K
Coordinated Financial Services, Inc. 0.27% — 1,665 $344K
White Lighthouse Investment Management Inc. 0.06% Reduce -22.0% 1,653 $341K
Axos Invest Inc. 0.26% Reduce -12.3% 1,644 $340K
RTD Financial Advisors, Inc. 0.05% No change 1,640 $339K
IMA Advisory Services, Inc. 0.04% No change 1,638 $338K
N.E.W. Advisory Services LLC 0.03% Add +5.1% 1,638 $338K
Wela Strategies, Inc. 0.14% New 1,635 $338K
Veltria Advisors Corp. 0.22% Reduce -24.7% 1,635 $338K
Paulson Wealth Management Inc. 0.09% Add +0.1% 1,633 $337K
WealthPLAN Partners, LLC 0.05% Reduce -2.2% 1,629 $336K
Managed Asset Portfolios, LLC 0.05% Reduce -87.0% 1,624 $335K
Ruggaard & Associates LLC 0.15% No change 1,623 $335K
USA Financial Formulas 0.06% Reduce -10.5% 1,623 $335K
Family Firm, Inc. 0.07% Reduce -5.0% 1,621 $335K
Everhart Financial Group, Inc. 0.05% Reduce -0.3% 1,621 $335K
Measured Risk Portfolios, Inc. 0.36% Reduce -1.7% 1,617 $334K
Thomasville National Bank 0.02% No change 1,617 $334K
Capital Advantage, Inc. 0.06% No change 1,436 $334K
Novak & Powell Financial Services, Inc. 0.21% Add +39.0% 1,616 $334K
Trinity Financial Advisors LLC 0.12% Reduce -2.3% 1,706 $333K
Sfmg, LLC 0.03% New 1,610 $332K
Credit Agricole S A 0.00% Reduce -96.1% 1,608 $332K
JDM Financial Group LLC 0.17% No change 1,607 $332K
Geneva Partners, LLC 0.17% Reduce -2.7% 1,604 $331K
Darden Wealth Group Inc 0.26% Reduce -2.4% 1,602 $331K
MPWM Advisory Solutions, LLC 0.24% Add +17.3% 1,595 $329K
WMG Financial Advisors, LLC 0.14% No change 1,594 $329K
Integrated Investment Consultants, LLC 0.07% Add +23.1% 1,589 $328K
Pathway Financial Advisers, LLC 0.11% Reduce -13.9% 1,588 $328K
Vishria Bird Financial Group, LLC 0.11% No change 1,586 $327K
Douglass Winthrop Advisors, LLC 0.01% Reduce -1.4% 1,586 $327K
Vantage Financial Partners, LLC 0.08% Reduce -26.7% 1,584 $327K
Stephens Consulting, LLC 0.08% Reduce -18.1% 1,581 $327K
Fielder Capital Group LLC 0.09% No change 1,580 $326K
Avantra Family Wealth, Inc. 0.31% Reduce -16.5% 1,579 $326K
Gries Financial LLC 0.06% Add +1.0% 1,578 $326K
VERITY Wealth Advisors 0.24% No change 1,575 $325K
Goldstone Financial Group, LLC 0.05% Reduce -0.1% 1,575 $325K
Gill Capital Partners, LLC 0.11% Add +1.3% 1,575 $325K
Paragon Private Wealth Management, LLC 0.15% Reduce -8.5% 1,573 $325K
Florida Trust Wealth Management Co 0.01% Reduce -16.1% 1,569 $324K
Montis Financial, LLC 0.10% New 1,567 $324K
Barrett & Company, Inc. 0.14% No change 1,561 $322K
Elm Partners Management LLC 0.02% Reduce -86.9% 1,559 $322K
Fonville Wealth Management LLC 0.09% New 1,559 $322K
HMS Capital Management, LLC 0.18% No change 1,754 $322K
Vident Advisory, LLC 0.00% Add +0.1% 1,558 $322K
Clarus Group, Inc. 0.12% Add +0.1% 1,552 $320K
Apella Capital, LLC 0.01% Add +0.1% 1,571 $320K
Clearstead Trust, LLC 0.07% Add +18.9% 1,551 $320K
Carl P. Sherr & Co., LLC 0.18% No change 1,550 $320K
Asset Planning Services Inc. /La/ 0.16% No change 1,550 $320K
Falcon Wealth Planning 0.04% Reduce -6.1% 1,544 $319K
Primoris Wealth Advisors, LLC 0.25% No change 1,541 $318K
Optivise Advisory Services LLC 0.18% Reduce -2.5% 1,541 $318K
Banque Cantonale Vaudoise 0.01% — 1,539 $318K
Two West Capital Advisors LLC 0.26% Reduce -20.1% 1,590 $315K
Westwood Holdings Group Inc. 0.00% No change 1,526 $315K
Greenwood Capital Associates LLC 0.04% Reduce -56.1% 1,524 $315K
JT Stratford LLC 0.06% Add +0.2% 1,521 $314K
Aurora Private Wealth, Inc. 0.25% Reduce -10.3% 1,522 $314K
Wetzel Investment Advisors, Inc. 0.16% Reduce -2.6% 1,519 $314K
Stone Summit Wealth LLC 0.11% Reduce -13.4% 1,512 $312K
Aprio Wealth Management, LLC 0.04% Add +1.9% 1,511 $312K
Paragon Capital Management LLC 0.18% Add +0.3% 1,502 $310K
Thrive Wealth Management, LLC 0.06% New 1,502 $310K
Chatham Capital Group, Inc. 0.05% No change 1,500 $310K
Accel Wealth Management 0.11% Add +33.5% 1,496 $309K
Clayton Financial Group LLC 0.11% Reduce -10.7% 1,490 $308K
Opulen Financial Group LLC 0.28% Add +1.6% 1,489 $307K
Hantz Financial Services, Inc. 0.01% New 1,488 $307K
Norden Group LLC 0.04% Add +0.5% 1,483 $306K
Inscription Capital, LLC 0.05% — 1,466 $305K
Guyasuta Investment Advisors Inc. 0.02% No change 1,478 $305K
ALM First Financial Advisors, LLC 0.07% No change 1,806 $305K
City National Bank of Florida 0.27% New 1,472 $304K
Mindset Wealth Management, LLC 0.12% Add +0.1% 1,460 $301K
Cardinal Point Capital Management ULC 0.03% No change 1,456 $301K
Ethic Inc. 0.01% New 1,445 $301K
Centric Wealth Management 0.08% Reduce -1.9% 1,450 $299K
Martel Wealth Advisors LLC 0.06% Reduce -4.6% 1,448 $299K
Avalon Trust Co 0.02% Add +59.9% 1,441 $298K
Caldwell Sutter Capital, Inc. 0.14% No change 1,440 $297K
Bessemer Group Inc. 0.00% Add +1.1% 1,440 $297K
TFB Advisors LLC 0.09% Add +6.5% 1,433 $296K
Shared Vision Wealth Group LLC 0.16% No change 1,432 $296K
Iron Gate Global Advisors LLC 0.04% New 1,430 $295K
Aldebaran Financial Inc. 0.36% Add +2.2% 1,426 $294K
Altfest L J & Co. Inc. 0.04% Reduce -5.1% 1,425 $294K
Aerodigm Wealth, LLC 0.16% No change 1,423 $294K
First American Bank 0.02% No change 1,423 $294K
Tufton Capital Management 0.06% No change 1,419 $293K
Uptick Partners, LLC 0.10% Reduce -2.1% 1,418 $293K
Farrell Financial LLC 0.21% Add +0.1% 1,418 $293K
Alpha Financial Partners LLC 0.23% Add +44.7% 1,415 $292K
Howard Financial Services, LTD. 0.04% Reduce -10.1% 1,410 $291K
King Wealth Management Group 0.04% No change 1,407 $291K
Quantessence Capital LLC 0.07% Reduce -61.8% 1,408 $291K
Pacific Center for Financial Services 0.08% No change 1,405 $290K
Nilsine Partners, LLC 0.03% New 1,400 $289K
Means Investment Co., Inc. 0.03% Reduce -22.0% 1,396 $288K
Equita Financial Network, Inc. 0.10% No change 1,395 $288K
Smith Thornton Advisors LLC 0.18% No change 1,385 $286K
Ironwood Investment Counsel, LLC 0.05% Add +2.8% 1,381 $285K
Southeast Asset Advisors, LLC 0.03% Reduce -6.1% 1,378 $285K
Cornerstone Financial Group, LLC 0.26% Reduce -0.2% 1,246 $284K
MSH Capital Advisors LLC 0.09% Add +7.9% 1,374 $284K
Rice Partnership, LLC 0.06% No change 1,373 $283K
McCarthy & Cox 0.12% No change 1,362 $281K
Coastwise Capital Group, LLC 0.24% Add +2.0% 1,360 $281K
Graves Light Lenhart Wealth, Inc. 0.03% No change 1,359 $281K
Impact Investors, Inc 0.22% No change 1,353 $279K
Etesian Wealth Advisors, Inc. 0.12% No change 1,352 $279K
Grant/GrossMendelsohn, LLC 0.16% New 1,340 $279K
Fortress Private Ledger, LLC 0.16% New 1,350 $279K
Innova Wealth Partners 0.17% Reduce -94.4% 1,349 $279K
FRG Family Wealth Advisors LLC 0.05% No change 1,349 $279K
Nikulski Financial, Inc. 0.08% No change 1,345 $278K
Chesley Taft & Associates LLC 0.01% Add +18.5% 1,345 $278K
Wealth Quarterback LLC 0.16% Reduce -2.3% 1,343 $277K
Second Line Capital, LLC 0.07% Reduce -6.1% 1,341 $277K
Hurlow Wealth Management Group, Inc. 0.09% No change 1,337 $276K
Clark Wealth Partners 0.20% Add +0.9% 1,334 $276K
Cadence Wealth Management LLC 0.20% Add +6.8% 1,331 $275K
Garden State Investment Advisory Services LLC 0.09% Reduce -2.4% 1,327 $274K
Continuum Wealth Advisors, LLC 0.14% Reduce -14.8% 1,327 $274K
J Hagan Capital, Inc. 0.22% — 1,176 $273K
Thompson Investment Management, Inc. 0.04% No change 1,323 $273K
Bordeaux Wealth Advisors LLC 0.05% Add +35.1% 1,320 $273K
Trivium Point Advisory, LLC 0.03% Reduce -14.9% 1,319 $272K
TFR Capital, LLC. 0.11% New 1,319 $272K
Waterfront Wealth Inc. 0.07% No change 1,314 $271K
Advisor OS, LLC 0.03% Reduce -82.6% 1,313 $271K
Crescent Sterling, Ltd. 0.28% New 1,311 $271K
Ridgecrest Wealth Partners, LLC 0.14% No change 1,305 $269K
Union Savings Bank 0.13% No change 1,303 $269K
Vestia Personal Wealth Advisors 0.21% No change 1,300 $268K
Widmann Financial Services, Inc. 0.21% No change 1,300 $268K
Aspire Private Capital, LLC 0.07% Reduce -1.0% 1,296 $268K
Crux Wealth Advisors 0.14% Reduce -3.6% 1,295 $267K
OLIO Financial Planning 0.09% No change 1,294 $267K
Kessler Investment Group, LLC 0.13% No change 1,292 $267K
Straight Path Wealth Management 0.11% Reduce -6.0% 1,292 $267K
Cadent Capital Advisors, LLC 0.10% Reduce -10.5% 1,286 $266K
Bell Investment Advisors, Inc 0.05% No change 1,279 $264K
MN Wealth Advisors, LLC 0.16% Add +4.2% 1,278 $264K
Prairie Sky Financial Group LLC 0.16% Reduce -15.4% 1,278 $264K
Dynamic Financial Group 0.26% No change 1,276 $263K
Joel Adams & Associates, Inc. 0.24% New 1,275 $263K
Harmony Asset Management LLC 0.11% Reduce -6.2% 1,271 $262K
Cahaba Wealth Management, Inc. 0.02% Add +0.6% 1,270 $262K
SK Wealth Management, LLC 0.14% Add +0.2% 1,392 $261K
Schechter Investment Advisors, LLC 0.02% Add +2.4% 1,261 $260K
Trail Ridge Investment Advisors, LLC 0.13% Add +27.5% 1,257 $260K
Park National Corp. 0.01% Add +6.4% 1,254 $259K
Wealthstar Advisors, LLC 0.12% Add +0.1% 1,254 $259K
Carolinas Wealth Consulting LLC 0.06% Add +1.2% 1,251 $258K
Columbia Bank 0.09% Reduce -6.5% 1,251 $258K
Blodgett Wealth Advisors, LLC 0.22% No change 1,250 $258K
Greenwich Wealth Management LLC 0.02% No change 1,243 $257K
Global Wealth Management Investment Advisory, Inc. 0.05% Reduce -1.6% 1,243 $257K
Silverlake Wealth Management LLC 0.10% Reduce -53.1% 1,243 $257K
Patriot Investment Management Group, Inc. 0.02% No change 1,242 $256K
Hendershot Investments Inc. 0.03% New 1,242 $256K
AlphaCore Capital LLC 0.02% New 1,242 $256K
Ascent Wealth Partners, LLC 0.03% Add +0.8% 1,240 $256K
Diversified Trust Co. 0.01% Reduce -16.2% 1,238 $256K
Burns Matteson Capital Management, LLC 0.14% No change 1,236 $255K
Burt Wealth Advisors 0.06% No change 1,235 $255K
Apeiron RIA LLC 0.08% Add +0.2% 1,225 $253K
Opal Wealth Advisors, LLC 0.08% Add +4.4% 1,221 $252K
Able Wealth Management LLC 0.15% New 1,221 $252K
Cove Private Wealth, LLC 0.13% No change 1,220 $252K
Fairview Capital Investment Management, LLC 0.01% No change 1,220 $252K
ORG Partners LLC 0.06% Reduce -18.4% 1,201 $250K
Willner & Heller, LLC 0.23% Reduce -2.6% 1,210 $250K
Octavia Wealth Advisors, LLC 0.03% Reduce -19.8% 1,208 $249K
Central Valley Advisors, LLC 0.09% No change 1,205 $249K
TFC Financial Management, Inc. 0.04% Add +0.1% 1,205 $249K
Bayshore Asset Management, LLC 0.12% No change 1,200 $248K
Maxele Advisors, LLC 0.24% Reduce -7.0% 1,198 $247K
GDS Wealth Management 0.02% Add +21.4% 1,197 $247K
MFG Wealth Management, Inc. 0.23% Add +34.2% 1,190 $246K
Palogic Value Management, L.P. 0.11% No change 1,190 $246K
Wrapmanager Inc. 0.06% Reduce -7.3% 1,186 $245K
Rosenberg Matthew Hamilton 0.06% No change 1,184 $244K
Flagship Private Wealth, LLC 0.12% Reduce -3.4% 1,183 $244K
Wealth Watch Advisors, INC 0.20% Reduce -25.5% 1,181 $244K
Arlington Trust Co LLC 0.05% Add +145.8% 1,180 $244K
Braun Stacey Associates Inc. 0.01% Reduce -2.6% 1,180 $244K
Barnes Wealth Management Group, Inc 0.16% Add +1.0% 1,179 $243K
Provident Wealth Management, LLC 0.08% No change 1,176 $243K
CFO4Life Group, LLC 0.04% Add +6.8% 1,175 $243K
Horrell Capital Management, Inc. 0.10% No change 1,169 $241K
Rolek Wealth Management LLC 0.25% Add +1.8% 1,201 $241K
Legacy Financial Strategies, LLC 0.05% Add +6.8% 1,166 $241K
First Hawaiian Bank 0.04% No change 1,165 $241K
Atlas Brown,Inc. 0.08% No change 1,164 $240K
Rialto Wealth Management, LLC 0.08% No change 1,163 $240K
44 Wealth Management LLC 0.09% No change 1,161 $240K
Dash Acquisitions Inc. 0.05% No change 1,030 $240K
Burney Co./ 0.01% Reduce -0.4% 1,157 $239K
Grove Street Fiduciary, LLC 0.12% No change 1,157 $239K
LJI Wealth Management, LLC 0.05% Add +1.9% 1,157 $239K
Endeavor Private Wealth, Inc. 0.13% New 1,157 $239K
MBE Wealth Management, LLC 0.11% No change 1,156 $239K
Cardiff Park Advisors, LLC 0.02% No change 1,153 $238K
Broadleaf Partners, LLC 0.06% Reduce -0.5% 1,150 $237K
Matrix Asset Advisors Inc. 0.03% Reduce -2.5% 1,150 $237K
Lifeworks Advisors, LLC 0.04% Add +29.0% 1,149 $237K
Castle Rock Wealth Management, LLC 0.06% Add +2.1% 1,141 $236K
Hengehold Capital Management LLC 0.02% Add +5.5% 1,144 $236K
Walkner Condon Financial Advisors LLC 0.05% Add +7.2% 1,144 $236K
Intelligence Driven Advisers, LLC 0.05% Reduce -0.7% 1,144 $236K
Marshall Financial Group, LLC 0.05% No change 1,142 $236K
Atlantic Union Bankshares Corp 0.01% Reduce -9.8% 1,142 $236K
Linscomb Wealth, Inc. 0.01% Reduce -30.6% 1,137 $235K
Capital Advisors Wealth Management, LLC 0.04% Reduce -1.1% 1,135 $234K
Bremer Bank National Association 0.04% New 1,134 $234K
Hutchinson Capital Management 0.04% Reduce -26.9% 1,134 $234K
Clear Creek Financial Management, LLC 0.02% Add +2.0% 1,132 $234K
Cornerstone Capital, Inc. 0.03% Reduce -70.7% 1,130 $233K
Center For Asset Management LLC 0.14% New 1,129 $233K
Sterling Group Wealth Management, LLC 0.12% No change 1,128 $233K
Northwest Financial Advisors 0.19% Add +0.1% 1,127 $233K
Firethorn Wealth Partners, LLC 0.11% Add +0.1% 1,126 $233K
Flaharty Asset Management, LLC 0.03% Reduce -10.2% 1,115 $230K
Weaver Consulting Group 0.07% No change 1,114 $230K
Private Capital Management, LLC 0.03% Reduce -14.6% 1,110 $229K
Squarepoint Ops LLC 0.00% Reduce -99.4% 1,109 $229K
Mountain Capital Investment Advisors Inc. 0.05% Add +27.9% 1,114 $229K
Gemmer Asset Management LLC 0.02% Add +23.3% 1,106 $228K
Bedell Frazier Investment Counselling, LLC 0.06% Add +4.0% 1,106 $228K
Transcendent Capital Group LLC 0.13% No change 1,104 $228K
Aspen Grove Capital, LLC 0.04% New 1,102 $228K
Fox Hill Wealth Management 0.13% Reduce -2.3% 1,100 $227K
Ramirez Asset Management, Inc. 0.05% Reduce -21.4% 1,100 $227K
Jacksonville Wealth Management, LLC 0.22% Reduce -4.2% 1,095 $226K
Resources Management Corp. /CT/ 0.03% Add +11.2% 1,093 $226K
Rockwood Wealth Management, LLC 0.02% Reduce -36.1% 1,094 $226K
Affinity Wealth Management LLC 0.04% Add +0.6% 1,093 $226K
Stonebridge Capital Advisors LLC 0.02% Reduce -13.9% 1,093 $226K
Kaye Capital Management 0.09% Add +1.3% 1,092 $226K
Blankinship & Foster, LLC 0.06% Reduce -37.0% 1,092 $225K
Long Island Wealth Management, Inc. 0.14% No change 1,091 $225K
LM Advisors LLC 0.04% New 1,090 $225K
Woodley Farra Manion Portfolio Management Inc. 0.01% New 1,087 $224K
Regency Capital Management Inc.\DE 0.13% Reduce -17.5% 1,086 $224K
Facet Wealth, Inc. 0.01% Reduce -43.5% 1,040 $224K
Carson Advisory Inc. 0.15% New 1,083 $224K
BWM Planning, LLC 0.09% Add +0.1% 1,081 $223K
Davidson Kahn Capital Management, LLC 0.17% New 1,081 $223K
WoodTrust Financial Corp 0.03% Reduce -19.3% 1,078 $223K
Gibbs Wealth Management 0.05% Add +17.9% 1,078 $223K
Evernest Financial Advisors, LLC 0.08% Reduce -37.6% 1,075 $222K
Harvest Fund Management Co., Ltd 0.01% No change 948 $220K
Brass Tax Wealth Management, Inc. 0.05% Reduce -4.9% 1,065 $220K
Essex Bank 0.05% No change 1,065 $220K
Alerus Financial NA 0.02% No change 1,064 $220K
Albion Financial Group 0.02% No change 1,063 $219K
Bradley & Co. Private Wealth Management, LLC 0.15% No change 1,063 $219K
Blue Trust, Inc. 0.00% No change 1,061 $219K
Trexquant Investment LP 0.00% New 1,058 $218K
Clark Asset Management, LLC 0.04% No change 1,057 $218K
Michels Family Financial, LLC 0.20% Add +7.8% 1,057 $218K
D'Orazio & Associates, Inc. 0.03% No change 1,055 $218K
Berbice Capital Management LLC 0.19% Reduce -34.7% 1,053 $217K
Monterey Private Wealth, Inc. 0.06% No change 1,053 $217K
Bell Bank 0.01% No change 1,053 $217K
Spinnaker Investment Group, LLC 0.05% Reduce -22.3% 1,051 $217K
Stableford Capital II LLC 0.09% Add +8.7% 1,123 $217K
Accelerate Investment Advisors LLC 0.18% Add +5.3% 1,047 $216K
Payne Capital Management, LLC 0.09% Reduce -0.3% 1,044 $216K
First Western Trust Bank 0.01% No change 1,042 $215K
Henrickson Nauta Wealth Advisors, Inc. 0.09% Reduce -46.2% 1,106 $215K
Advisory Resource Group 0.04% Reduce -3.5% 1,040 $215K
BKM Wealth Management, LLC 0.09% No change 1,039 $215K
Compass Financial Services Inc 0.11% Add +5.9% 1,039 $215K
HMV Wealth Advisors, LLC 0.17% No change 1,031 $213K
American Investment Services, Inc. 0.04% No change 1,030 $213K
Wallace Advisory Group, LLC 0.15% No change 913 $212K
West Bancorporation Inc. 0.14% No change 1,028 $212K
Northwest Bancshares, Inc. 0.04% Reduce -0.5% 1,022 $211K
InvesTrust 0.06% No change 1,020 $211K
Eagle Rock Investment Company, LLC 0.04% Reduce -5.8% 1,020 $211K
Van Hulzen Asset Management, LLC 0.02% Add +2.0% 1,019 $210K
Petros Family Wealth, LLC 0.23% No change 1,016 $210K
Centerline Wealth Advisors, LLC 0.13% Add +0.2% 1,016 $210K
Steigerwald, Gordon & Koch Inc. 0.02% No change 1,015 $210K
Atlantic Private Wealth, LLC 0.15% Add +25.1% 1,012 $209K
Franklin Street Advisors Inc. 0.01% New 1,010 $209K
Clarendon Private LLC 0.22% New 1,011 $209K
Harbor Group, Inc. 0.04% No change 1,010 $209K
GatePass Capital, LLC 0.16% New 1,010 $209K
Waddell & Associates, LLC 0.03% New 1,010 $209K
SRH Advisors, LLC 0.06% No change 1,007 $208K
Impact Partnership Wealth, LLC 0.04% Reduce -43.5% 1,004 $207K
Ridgewood Investments LLC 0.10% Add +80.9% 1,002 $207K
Intrepid Capital Management Inc. 0.13% Reduce -50.5% 1,001 $207K
Gruss & Co., LLC 0.90% No change 1,000 $206K
Security National Bank of Sioux City Iowa 0.15% Add +15.7% 1,000 $206K
Ledgewood Wealth Advisors, LLC 0.13% No change 1,000 $206K
Canopy Partners, LLC 0.08% Reduce -14.4% 1,000 $206K
Libra Wealth LLC 0.08% No change 1,000 $206K
Mitchell Sinkler & Starr 0.06% Add +11.1% 1,000 $206K
Nicolet Bankshares Inc. 0.04% No change 1,000 $206K
Belmont Capital, LLC 0.04% No change 1,000 $206K
360 Financial, Inc. 0.07% New 999 $206K
Allred Capital Management, LLC 0.08% Reduce -28.4% 997 $206K
CLG LLC 0.07% Reduce -2.4% 996 $206K
Beirne Wealth Consulting Services, LLC 0.07% No change 996 $206K
Stevens Capital Partners 0.10% New 994 $205K
Glassy Mountain Advisors, Inc. 0.07% No change 994 $205K
Asset Dedication, LLC 0.02% No change 993 $205K
Chapin Davis, Inc. 0.07% No change 988 $204K
Indiana Trust & Investment Management Co 0.07% No change 984 $203K
Pin Oak Investment Advisors Inc. 0.15% No change 986 $203K
White Pine Investment CO 0.05% No change 983 $203K
Winch Advisory Services, LLC 0.05% Add +0.1% 978 $202K
National Wealth Management Group, LLC 0.13% Add +2.6% 975 $201K
Wealth Dimensions Group, Ltd. 0.05% No change 974 $201K
A. D. Beadell Investment Counsel, Inc. 0.17% No change 975 $201K
Miller Investment Management, LP 0.02% Reduce -19.0% 970 $200K
Merkkuri Wealth Advisors LLC 0.17% Reduce -55.4% 970 $200K
Balefire, LLC 0.07% New 969 $200K
Nicolet Advisory Services, LLC 0.02% Reduce -26.8% 1,029 $200K
Cordgrass Capital Advisors, LLC 0.06% Add +1.5% 964 $199K
Clean Yield Group 0.06% No change 952 $197K
Global Trust Asset Management, LLC 0.12% Reduce -28.4% 947 $196K
Barnes Dennig Private Wealth Management LLC 0.29% — 942 $195K
Olistico Wealth, LLC 0.12% No change 936 $193K
Cornerstone Planning Group LLC 0.05% Add +85.9% 961 $190K
Zions Bancorporation, National Association 0.01% — 912 $188K
Balentine LLC 0.01% No change 909 $188K
FWL Investment Management, LLC 0.07% Reduce -8.6% 902 $186K
Cheviot Value Management, LLC 0.02% New 856 $184K
Investors Research Corp 0.04% No change 885 $183K
Anfield Capital Management, LLC 0.07% Reduce -98.6% 876 $181K
Hamilton Point Investment Advisors, LLC 0.03% Reduce -2.7% 866 $179K
Ballast Advisors LLC 0.06% No change 863 $178K
Phillips Financial Management, LLC 0.01% No change 859 $177K
American National Bank & Trust 0.02% Reduce -29.2% 814 $168K
Avion Wealth 0.04% No change 723 $168K
LFA - Lugano Financial Advisors SA 0.11% No change 813 $168K
Sage Mountain Advisors LLC 0.01% No change 798 $165K
CVA Family Office, LLC 0.03% Add +6.0% 796 $164K
Missouri Trust & Investment Co 0.06% Reduce -3.4% 794 $164K
Davis Capital Management 0.12% Reduce -9.0% 748 $154K
Sound Income Strategies, LLC 0.01% Add +164.2% 745 $154K
Creative Capital Management Investments LLC 0.06% Add +206.6% 742 $153K
Painted Porch Advisors LLC 0.06% No change 736 $152K
West Paces Advisors Inc. 0.03% Add +14.1% 714 $147K
Sava Infond d.o.o. 0.03% No change 700 $145K
Grove Bank & Trust 0.02% No change 700 $145K
Northwest Capital Management Inc 0.06% No change 684 $141K
SYM FINANCIAL Corp 0.02% Reduce -3.7% 679 $140K
SJS Investment Consulting Inc. 0.02% Add +2.9% 674 $139K
Proffitt & Goodson Inc. 0.02% Reduce -13.2% 673 $139K
Perkins Coie Trust Co 0.03% No change 666 $138K
Beaird Harris Wealth Management, LLC 0.01% Reduce -3.6% 659 $136K
Sierra Ocean, LLC 0.11% No change 648 $134K
MGB Wealth Management, LLC 0.05% No change 635 $131K
PSI Advisors, LLC 0.04% Add +1.3% 621 $128K
Bellevue Asset Management, LLC 0.07% No change 620 $128K
Crowley Wealth Management, Inc. 0.12% No change 600 $124K
Security National Bank 0.02% No change 600 $124K
Marquette Asset Management, LLC 0.02% Add +9.5% 598 $123K
Legacy Wealth Managment, LLC 0.09% Add +160.3% 596 $123K
Tacita Capital Inc 0.09% No change 592 $122K
Man Group plc 0.00% New 591 $122K
Evelyn Partners Asset Management Ltd 0.03% No change 583 $120K
Integrity Financial Corp 0.07% No change 579 $120K
Bare Financial Services, Inc 0.05% No change 578 $119K
Versant Capital Management, Inc 0.02% No change 577 $119K
Friedenthal Financial 0.07% Reduce -29.9% 574 $119K
Winthrop Capital Management, LLC 0.03% Reduce -65.0% 555 $115K
Evelyn Partners Investment Management LLP 0.00% No change 550 $114K
Glassman Wealth Services 0.02% No change 542 $112K
Blue Bell Private Wealth Management, LLC 0.02% No change 539 $111K
HHM Wealth Advisors, LLC 0.01% No change 531 $110K
Peterson Wealth Services 0.03% Add +21.9% 524 $108K
First PREMIER Bank 0.03% Add +4.2% 523 $108K
Anchor Investment Management, LLC 0.01% Reduce -3.7% 519 $107K
Nalls Sherbakoff Group, LLC 0.09% — 513 $106K
Key Financial Inc 0.02% No change 508 $105K
Legacies Wealth LLC 0.08% No change 500 $103K
Ruedi Wealth Management, Inc. 0.03% No change 490 $101K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -17.6% 468 $97K
WealthCollab, LLC 0.06% No change 462 $95K
West Branch Capital LLC 0.03% Add +16.4% 461 $95K
Smallwood Wealth Investment Management, LLC 0.06% New 452 $93K
Guardian Wealth Management, Inc. 0.06% No change 446 $92K
West Oak Capital, LLC 0.05% No change 440 $91K
Stonebridge Financial Group, LLC 0.01% Reduce -99.5% 435 $90K
CBIZ Investment Advisory Services, LLC 0.00% New 430 $89K
Sittner & Nelson, LLC 0.04% No change 425 $88K
Roxbury Financial LLC 0.08% Add +19.6% 385 $87K
JNBA Financial Advisors 0.01% Add +0.7% 416 $86K
Mowery & Schoenfeld Wealth Management, LLC 0.16% No change 400 $83K
VSM Wealth Advisory, LLC 0.03% No change 400 $83K
Old Second National Bank of Aurora 0.02% No change 400 $83K
Advanced Asset Management Advisors Inc 0.02% Add +4.0% 393 $81K
Guardian Wealth Advisors, LLC / NC 0.01% Add +375.6% 390 $81K
Rothschild Investment LLC 0.01% Add +27.0% 381 $79K
Bogart Wealth, LLC 0.00% Reduce -8.1% 377 $78K
Founders Capital Management 0.05% No change 361 $75K
2UniFi Bank 0.05% Reduce -20.7% 325 $73K
Graney & King, LLC 0.05% Add +0.3% 349 $72K
Knuff & Co LLC 0.02% No change 325 $67K
Matrix Private Capital Group LLC 0.04% No change 318 $66K
Gables Capital Management Inc. 0.03% No change 310 $64K
Annis Gardner Whiting Capital Advisors, LLC 0.03% No change 310 $64K
Coastline Trust Co 0.01% No change 305 $63K
Quent Capital, LLC 0.01% No change 305 $63K
Cypress Capital Management LLC (WY) 0.07% New 304 $63K
Optimum Investment Advisors 0.03% No change 300 $62K
Wealth Advisors of Tampa Bay, LLC 0.03% New 300 $62K
Halbert Hargrove Global Advisors, LLC 0.00% No change 293 $60K
Ameritas Investment Partners, Inc. 0.00% Add +2.1% 293 $60K
Ogorek Anthony Joseph /NY/ 0.02% Reduce -54.4% 292 $60K
Delta Asset Management LLC 0.01% Add +174.3% 277 $57K
WFA Asset Management Corp 0.03% Reduce -66.4% 272 $57K
Wellington Shields Capital Management, LLC 0.01% No change 273 $56K
Luken Investment Analytics, LLC 0.03% No change 272 $56K
CarsonAllaria Wealth Management, Ltd. 0.03% No change 266 $55K
DiNuzzo Private Wealth, Inc. 0.01% Reduce -5.5% 260 $54K
Concord Wealth Partners 0.01% Reduce -2.3% 250 $52K
Angeles Wealth Management, LLC 0.00% No change 246 $51K
Front Row Advisors LLC 0.02% No change 245 $51K
Loomis Sayles & Co. L P 0.00% No change 242 $50K
Colonial Trust Co / SC 0.01% Reduce -72.3% 228 $47K
Ascentis Wealth Management, LLC 0.01% No change 223 $46K
Creekmur Asset Management LLC 0.01% No change 220 $45K
Wagner Wealth Management, LLC 0.01% Add +0.5% 219 $45K
Keener Financial Planning LLC 0.03% New 218 $45K
TLW Wealth Management, LLC 0.03% Reduce -0.5% 217 $45K
Park Square Financial Group, LLC 0.04% Add +2.4% 217 $45K
Washington Trust Advisors, Inc. 0.00% No change 217 $45K
Eukles Asset Management 0.02% No change 216 $45K
Investment Research & Advisory Group, Inc. 0.02% No change 212 $44K
Murphy & Mullick Capital Management Corp 0.04% No change 211 $44K
BTG Pactual Asset Management US LLC 0.01% Reduce -66.1% 205 $42K
Park Place Capital Corp 0.01% Reduce -14.3% 204 $42K
South Plains Financial, Inc. 0.03% Reduce -61.2% 200 $41K
Hartford Financial Management Inc. 0.01% Reduce -23.1% 200 $41K
Mascoma Wealth Management LLC 0.01% No change 197 $41K
Fairway Wealth LLC 0.01% New 196 $40K
Ssa Swiss Advisors AG 0.02% — 194 $40K
Godsey & Gibb, Inc. 0.00% Add +55.6% 193 $40K
BankPlus Trust Department 0.01% No change 192 $40K
Financial Gravity Asset Management, Inc. 0.01% — 186 $38K
Costello Asset Management, INC 0.02% New 184 $38K
Kiker Wealth Management, LLC 0.03% New 181 $37K
Quest 10 Wealth Builders, Inc. 0.04% Reduce -26.2% 180 $37K
Toronto Dominion Bank 0.00% Reduce -67.9% 179 $37K
Main Street Group, LTD 0.02% No change 177 $36K
Blume Capital Management, Inc. 0.01% Reduce -17.1% 175 $36K
Studio Investment Management LLC 0.01% Reduce -32.3% 168 $35K
Vision Financial Markets LLC 0.04% No change 164 $34K
Financial Perspectives, Inc 0.01% Reduce -66.4% 160 $33K
Richards, Merrill & Peterson, Inc. 0.02% New 156 $32K
Elevation Wealth Partners, LLC 0.01% No change 153 $32K
Sachetta, LLC 0.01% No change 151 $31K
Runnymede Capital Advisors, Inc. 0.03% No change 150 $31K
Piscataqua Savings Bank 0.03% No change 148 $31K
Minot DeBlois Advisors LLC 0.03% No change 141 $29K
New Republic Capital, LLC 0.01% No change 141 $29K
Steph & Co. 0.01% No change 141 $29K
Richard Bernstein Advisors LLC 0.00% Reduce -17.1% 141 $29K
Tower View Wealth Management LLC 0.02% Reduce -13.6% 140 $29K
Woodard & Co. Asset Management Group Inc. 0.01% New 136 $28K
Raffa Wealth Management, LLC 0.01% Reduce -43.4% 132 $27K
Reyes Financial Architecture, Inc. 0.02% No change 131 $27K
Rakuten Securities, Inc. 0.01% Reduce -30.0% 126 $26K
Capital Investment Counsel, Inc 0.00% No change 125 $26K
Dynamic Wealth Strategies, LLC 0.02% New 116 $24K
City State Bank 0.01% No change 115 $24K
AllSquare Wealth Management LLC 0.01% No change 112 $23K
Smithfield Trust Co 0.00% No change 110 $23K
WPG Advisers, LLC 0.02% No change 109 $23K
REAP Financial Group, LLC 0.01% Reduce -85.9% 109 $23K
Brown, Lisle/Cummings, Inc. 0.01% No change 108 $22K
Covestor Ltd 0.01% Reduce -53.6% 108 $22K
Financial Avengers, Inc. 0.01% No change 101 $21K
Silicon Valley Capital Partners 0.00% No change 101 $21K
GHP Investment Advisors, Inc. 0.00% No change 100 $21K
Pineridge Advisors LLC 0.01% Reduce -74.1% 99 $21K
S&T Bank 0.01% New 98 $20K
Fortis Group Advisors, LLC 0.00% No change 95 $20K
Proathlete Wealth Management LLC 0.01% New 90 $19K
Millstone Evans Group, LLC 0.01% No change 81 $17K
Richardson Capital Management LLC 0.01% New 78 $16K
Van Eck Associates Corp. 0.00% Add +1.3% 79 $16K
Strategic Investment Solutions, Inc. 0.00% No change 72 $15K
Financial Management Professionals, Inc. 0.00% No change 72 $15K
New Millennium Group LLC 0.01% Add +407.1% 71 $15K
Morton Brown Family Wealth, LLC 0.00% No change 66 $14K
Columbia River Financial Group, LLC 0.01% New 65 $13K
Wood Tarver Financial Group, LLC 0.00% No change 62 $13K
Safe Harbor Fiduciary, LLC 0.01% No change 60 $12K
Accredited Wealth Management, LLC 0.01% No change 57 $12K
Arvest Investments, Inc. 0.00% No change 56 $12K
Core Alternative Capital 0.00% Reduce -66.7% 55 $11K
Wolff Wiese Magana LLC 0.01% Add +20.0% 54 $11K
Cedar Mountain Advisors, LLC 0.00% Reduce -66.9% 53 $11K
Powell Investment Advisors, LLC 0.01% New 50 $10K
Lowe Wealth Advisors, LLC 0.00% No change 46 $9K
Kozak & Associates, Inc. 0.00% No change 47 $9K
Hager Investment Management Services, LLC 0.01% Reduce -39.4% 43 $9K
Financial Network Wealth Advisors LLC 0.01% New 41 $8K
Gen-Wealth Partners Inc 0.00% No change 40 $8K
TD Capital Management LLC 0.00% New 35 $7K
Daiwa Securities Group Inc. 0.00% No change 35 $7K
Hopwood Financial Services, Inc. 0.01% No change 33 $7K
GoalVest Advisory LLC 0.00% No change 31 $6K
Family Manage LLC 0.00% No change 26 $5K
DecisionPoint Financial, LLC 0.00% No change 25 $5K
Financially Speaking Inc 0.00% Reduce -100.0% 24 $5K
Arcadia Investment Management Corp. 0.00% No change 24 $5K
Dunhill Financial, LLC 0.00% No change 24 $5K
Orion Capital Management LLC 0.00% No change 22 $5K
Signature Resources Capital Management, LLC 0.00% No change 22 $5K
one8zero8, LLC 0.00% New 21 $4K
American Capital Advisory, LLC 0.00% Reduce -26.9% 19 $4K
Washington Growth Strategies LLC 3.30% — 206 $4K
Central Pacific Bank - Trust Division 0.00% Reduce -81.0% 12 $2K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 10 $2K
Cherry Tree Wealth Management, LLC 0.00% New 10 $2K
Center for Financial Planning, Inc. 0.00% No change 9 $2K
Anderson Financial Strategies, LLC 0.00% New 9 $2K
Semmax Financial Advisors Inc. 0.00% No change 8 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 7 $1K
Principia Wealth Advisory, LLC 0.00% New 7 $1K
Highline Wealth Partners LLC 0.00% No change 6 $1K
Bridge Generations Wealth Management LLC 0.00% No change 5 $1K
Westend Capital Management, LLC 0.00% New 5 $1K
Coston, McIsaac & Partners 0.00% New 7 $1K
Evergreen Private Wealth LLC 0.00% Reduce -86.7% 4 $826
Capital A Wealth Management, LLC 0.00% No change 2 $413
Raleigh Capital Management Inc. 0.00% Reduce -99.3% 1 $108

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