SS Technology Select SectorXLKETF

13F holders, Q2 2025 (June 30)
2,213holders +78
191new positions
114sold out
10famous investors
$253.22avg. 13F price*

At the end of Q2 2025, 2,213 institutions reported holding SS Technology Select Sector (XLK) in their 13F filings, up 78 from Q1 2025. 191 opened new positions and 114 sold out. The largest holders were Bank of America Corp. ($3.3B), Morgan Stanley ($3.0B) and Wells Fargo & Company ($2.8B). 10 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions191$829.7M
Exits114$484.7M

All 13F filers, Q1 2025 → Q2 2025: 16,593,210 shares bought and 12,473,508 shares sold, net +4,119,702 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,213 holders

Bank of America Corp. 0.26% Add +0.4% 12,926,120 $3.3B
Morgan Stanley 0.20% Add +22.0% 11,983,918 $3.0B
Wells Fargo & Company 0.63% Add +0.4% 11,195,015 $2.8B
LPL Financial LLC 0.64% Add +2.5% 7,580,637 $1.9B
Envestnet Asset Management Inc. 0.41% Add +9.3% 5,534,255 $1.4B
UBS Group AG 0.27% Reduce -6.8% 5,001,008 $1.3B
Ameriprise Financial Inc. 0.30% Reduce -5.4% 4,831,451 $1.2B
CHURCHILL MANAGEMENT Corp 13.22% Add +4.1% 4,809,901 $1.2B
Goldman Sachs Group Inc. 0.18% Reduce -7.9% 4,515,204 $1.1B
Raymond James Financial Inc. 0.39% Add +5.4% 4,455,370 $1.1B
JPMorgan Chase & Co. 0.06% Add +91.4% 3,510,145 $888.9M
Truist Financial Corp. 1.07% Add +6.5% 2,875,248 $728.1M
Royal Bank of Canada 0.14% Reduce -0.9% 2,808,705 $711.2M
Janney Montgomery Scott LLC 1.85% Add +8.3% 2,797,050 $708.3M
Migdal Insurance & Financial Holdings Ltd. 7.83% Add +61.9% 2,603,396 $659.3M
WestEnd Advisors, LLC 13.55% Add +10.9% 2,157,764 $546.4M
Harel Insurance Investments & Financial Services Ltd. 5.80% Reduce -8.3% 2,000,895 $506.7M
Focus Partners Wealth 0.89% Add +16.7% 1,629,679 $412.7M
Northern Trust Corp. 0.05% Add +0.4% 1,572,224 $398.1M
Two Sigma Investments, LP 0.69% Reduce -30.7% 1,448,331 $366.8M
US Bancorp \de 0.45% Reduce -0.8% 1,409,065 $356.8M
Agf Management Ltd. 1.38% Add +2.2% 1,195,060 $302.6M
Charles Schwab Investment Management Inc. 0.05% Reduce -3.7% 1,069,492 $270.8M
Equitable Holdings, Inc. 1.97% Add +0.1% 943,197 $238.8M
Rockefeller Capital Management L.P. 0.51% Add +7.3% 924,405 $234.1M
Menora Mivtachim Holdings LTD. 1.34% Add +9.3% 919,870 $232.9M
Commonwealth Equity Services, LLC 0.30% Reduce -3.0% 911,498 $230.8M
Stifel Financial Corp. 0.22% Add +11.3% 904,641 $229.1M
Main Management ETF Advisors, LLC 9.48% Reduce -11.6% 900,935 $228.1M
EP Wealth Advisors, LLC 1.40% Add +21.9% 841,838 $213.2M
PNC Financial Services Group, Inc. 0.14% Add +0.0% 835,473 $211.6M
Osaic Holdings, Inc. 0.37% Add +8.8% 823,160 $206.2M
1832 Asset Management L.P. 0.36% Add +58.5% 805,589 $204.0M
Cetera Investment Advisers 0.33% Reduce -2.5% 777,886 $197.0M
Victory Capital Management Inc. 0.12% Add +9.9% 733,109 $185.6M
KCM Investment Advisors LLC 5.94% Reduce -2.3% 695,261 $176.1M
Citigroup Inc. 0.12% Add +98.2% 686,353 $173.8M
HighTower Advisors, LLC 0.22% Reduce -6.8% 685,770 $173.7M
Captrust Financial Advisors 0.37% Reduce -3.3% 661,136 $167.4M
J.Safra Asset Management Corp 10.99% Add +4.2% 623,320 $157.8M
RiverFront Investment Group, LLC 3.07% Reduce -1.3% 621,162 $157.3M
Banco Bilbao Vizcaya Argentaria, S.A. 1.37% Add +1270.2% 596,226 $150.7M
Cwm, LLC 0.52% Add +18.0% 578,315 $146.4M
Barclays PLC 0.06% Reduce -2.3% 578,235 $146.4M
Advisory Alpha, LLC 4.42% Add +2.9% 560,265 $141.9M
Cambridge Investment Research Advisors, Inc. 0.43% Add +14.3% 555,500 $140.7M
Sumitomo Mitsui Financial Group, Inc. 2.27% New 550,000 $139.3M
Mariner, LLC 0.20% Add +4.3% 546,443 $138.4M
Nissay Asset Management Corp. /Japan 0.81% Reduce -61.5% 544,222 $137.8M
Swan Global Investments, LLC 6.31% Reduce -8.3% 538,561 $136.4M
Bank of Montreal 0.07% Reduce -4.8% 535,631 $135.6M
Private Advisor Group, LLC 0.73% Add +5.3% 534,286 $135.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 3.61% Add +71.0% 523,385 $132.5M
State Street Corp. 0.01% Reduce -67.4% 521,335 $132.0M
Corient Private Wealth LP 0.17% Add +3.6% 496,792 $125.8M
Factory Mutual Insurance Co. 1.37% New 496,200 $125.7M
Conservest Capital Advisors, Inc. 11.83% Reduce -2.3% 472,929 $119.8M
Bar Harbor Wealth Management 7.64% Add +0.7% 471,736 $119.5M
Phoenix Financial Ltd. 1.51% Add +170.0% 451,761 $114.4M
Saudi Central Bank 4.40% New 425,881 $107.8M
Spinnaker Trust 6.09% Reduce -0.7% 399,763 $101.2M
Fifth Third Bancorp 0.35% Add +3.1% 397,331 $100.6M
BlackRock, Inc. 0.00% Reduce -2.5% 360,998 $91.4M
Assetmark, Inc. 0.22% Reduce -0.3% 360,640 $91.3M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 13.88% Add +41.9% 355,800 $90.1M
Gerber Kawasaki Wealth & Investment Management 3.43% Add +7.2% 350,042 $88.6M
MML Investors Services, LLC 0.25% Reduce -8.5% 347,718 $88.1M
Kestra Advisory Services, LLC 0.42% Add +5.7% 339,865 $86.1M
Marshall Wace, LLP 0.10% Add +258.0% 339,261 $85.9M
Wealth Enhancement Advisory Services, LLC 0.14% Add +4.8% 320,873 $82.5M
SRB Corp. 4.93% Reduce -36.6% 324,185 $82.1M
Ashton Thomas Private Wealth, LLC 2.87% Add +202.9% 321,574 $81.4M
Parker Investment Management, LLC 12.09% Reduce -0.1% 311,660 $78.9M
Twin Tree Management, LP 1.96% New 306,934 $77.7M
Cornerstone Advisors, LLC 2.63% Reduce -0.8% 302,800 $76.7M
Trilogy Capital Inc. 3.68% Add +2340.7% 298,694 $75.6M
Trek Financial, LLC 4.95% Add +6.5% 291,615 $73.8M
Sanctuary Advisors, LLC 0.46% Add +19.5% 290,254 $73.5M
CoreCap Advisors, LLC 2.86% Add +4.3% 280,728 $71.1M
Capital Investment Advisors, LLC 1.21% Add +0.5% 270,274 $68.7M
Bellwether Advisors, LLC 11.46% Reduce -24.1% 264,908 $67.1M
Wharton Business Group, LLC 2.83% Reduce -6.2% 266,207 $67.0M
Evolution Wealth Advisors, LLC 9.38% Reduce -0.7% 253,129 $64.1M
IMZ Advisory Inc 25.17% Reduce -0.4% 241,071 $62.9M
Full Sail Capital, LLC 3.63% Reduce -2.8% 248,161 $62.8M
Graypoint LLC 3.47% Add +34.8% 243,544 $61.7M
Integrated Wealth Concepts LLC 0.61% Reduce -6.3% 239,246 $60.6M
Provida Pension Fund Administrator 1.08% Reduce -25.9% 235,249 $59.6M
Kingsview Wealth Management, LLC 1.01% Add +8.2% 235,142 $59.5M
Creative Planning 0.05% Add +9.5% 230,862 $58.5M
TD Waterhouse Canada Inc. 0.41% Add +2.1% 230,911 $57.8M
Pathstone Holdings, LLC 0.23% Reduce -49.9% 227,023 $57.5M
Salomon & Ludwin, LLC 5.52% Add +0.1% 220,137 $55.9M
Wolverine Trading, LLC 1.37% Add +1971.7% 215,853 $54.1M
Krilogy Financial LLC 3.03% Add +5.3% 208,736 $52.9M
Nan Shan Life Insurance Co., Ltd. 1.17% No change 207,562 $52.6M
Meitav Investment House Ltd. 0.70% Reduce -2.3% 206,306 $52.2M
Main Management LLC 3.92% Reduce -8.5% 197,108 $49.9M
Alps Advisors Inc. 0.29% Reduce -6.7% 195,931 $49.6M
Jones Financial Companies LLLP 0.04% Add +28.5% 190,498 $47.8M
FMR LLC 0.00% Reduce -1.6% 187,008 $47.4M
Comerica Bank 0.18% Add +2.1% 186,386 $47.2M
Moment Partners, LLC 8.78% Reduce -2.2% 184,838 $46.8M
Commerce Bank 0.28% Add +2.6% 184,475 $46.7M
Old National Bancorp 0.82% Reduce -10.1% 182,385 $46.2M
Haverford Trust Co 0.44% Add +1414.9% 182,263 $46.2M
Hollencrest Capital Management 1.95% Add +0.4% 180,389 $45.7M
Carnegie Investment Counsel 0.91% Add +3.6% 178,705 $45.3M
Oppenheimer Asset Management Inc. 0.51% Reduce -1.8% 176,648 $44.7M
MAI Capital Management 0.30% Reduce -1.4% 169,218 $42.9M
Lido Advisors, LLC 0.23% Add +21.1% 168,991 $42.8M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 7.34% Reduce -2.8% 168,078 $42.6M
Cerity Partners LLC 0.07% Add +7.5% 165,026 $41.8M
J. Goldman & Co LP 1.31% Add +242.2% 165,001 $41.8M
Rokos Capital Management LLP 0.71% New 164,970 $41.8M
Stillwater Capital Advisors, LLC 5.26% Add +0.4% 163,345 $41.4M
&partners 0.31% Add +11.0% 159,924 $40.5M
Steward Partners Investment Advisory, LLC 0.31% Reduce -7.6% 158,214 $40.1M
Marks Wealth, LLC 12.57% New 153,025 $38.8M
DAVENPORT & Co LLC 0.21% Add +0.3% 150,745 $38.2M
Mirae Asset Global Investments Co., Ltd. 0.13% Add +112.6% 149,371 $37.8M
Concurrent Investment Advisors, LLC 0.71% Reduce -1.1% 145,348 $36.8M
NWF Advisory Services Inc. 4.38% Add +7.3% 144,862 $36.7M
Janney Capital Management LLC 2.35% Reduce -3.0% 143,864 $36.4M
Federation des caisses Desjardins du Quebec 0.16% Reduce -2.1% 143,716 $36.4M
Chemung Canal Trust Co. 7.61% Reduce -8.0% 143,018 $36.2M
Baird Financial Group, Inc. 0.06% Add +1.1% 142,661 $36.1M
Citizens Financial Group Inc. 0.58% Add +0.9% 142,532 $36.1M
Kwmg, LLC 3.39% Reduce -4.7% 142,460 $36.1M
Vickerman Investment Advisors, Inc. 7.73% Add +9.4% 142,120 $36.0M
Petredis Investment Advisors LLC 3.14% Add +2.5% 141,609 $35.9M
United Asset Strategies, Inc. 3.02% Reduce -28.1% 139,460 $35.3M
Asset Advisors Investment Management, LLC 3.47% Reduce -2.6% 138,567 $35.1M
Point72 Asset Management 0.09% Add +5.6% 137,245 $34.8M
Prosperity Consulting Group, LLC 2.48% Reduce -1.6% 134,190 $34.0M
Peapack Gladstone Financial Corp. 0.47% Reduce -1.3% 132,562 $33.6M
Brave Asset Management Inc. 9.13% Reduce -1.5% 132,368 $33.5M
Dakota Wealth Management 0.70% Reduce -1.9% 131,617 $33.3M
First Interstate Bank 1.96% Reduce -0.9% 131,563 $33.3M
WBH Advisory Inc. 2.79% Add +3.7% 129,097 $32.7M
Ayalon Insurance Comp Ltd. 9.25% Add +0.1% 126,567 $32.1M
J.W. Cole Advisors, Inc. 0.68% Add +84.4% 126,530 $32.0M
RFG Advisory, LLC 0.75% Reduce -14.4% 126,253 $32.0M
Quantinno Capital Management LP 0.14% Add +6.0% 125,750 $31.8M
Essex LLC 6.23% Add +14.2% 125,024 $31.7M
Yarbrough Capital, LLC 1.10% No change 122,040 $30.9M
First Horizon Advisors, Inc. 0.80% Reduce -1.9% 121,966 $30.9M
HSBC Holdings PLC 0.02% Add +0.2% 121,949 $30.8M
Biltmore Wealth Management, LLC 12.40% Reduce -0.4% 120,988 $30.6M
Intrua Financial, LLC 4.38% Add +1.8% 120,393 $30.5M
Belpointe Asset Management LLC 1.27% Add +294.3% 119,958 $30.4M
Bailard, Inc. 0.70% Add +1.7% 118,632 $30.0M
Premier Path Wealth Partners, LLC 4.15% Reduce -2.8% 117,859 $29.8M
AlphaStar Capital Management, LLC 2.09% Reduce -12.7% 117,379 $29.7M
ARS Wealth Advisors Group, LLC 3.43% Add +2.1% 117,229 $29.7M
Clarity Financial LLC 3.16% Reduce -19.4% 115,877 $29.3M
Martin & Co. Inc. 5.38% Reduce -1.1% 115,529 $29.3M
Strategic Point Investment Advisors, LLC 4.47% Reduce -0.3% 114,362 $29.0M
Tocqueville Asset Management L.P. 0.44% Reduce -20.5% 114,292 $28.9M
IHT Wealth Management, LLC 0.79% Reduce -2.0% 113,322 $28.7M
Long Run Wealth Advisors, LLC 5.90% Reduce -4.0% 111,131 $28.1M
Advisory Services Network, LLC 0.45% Reduce -7.7% 105,241 $27.7M
Wealthfront Advisers LLC 0.07% Add +8.7% 108,376 $27.4M
Victory Financial Group, LLC 4.29% Add +13.7% 106,842 $27.1M
Gratus Wealth Advisors, LLC 4.04% Add +0.3% 105,289 $26.7M
Oakworth Capital, Inc. 1.71% Reduce -0.4% 104,569 $26.5M
Atria Investments, Inc 0.31% Add +31.3% 104,180 $26.4M
Meiji Yasuda Life Insurance Co 0.78% Reduce -8.0% 103,792 $26.3M
Park Avenue Securities LLC 0.24% Add +2.1% 103,556 $26.2M
Independent Financial Group, LLC 0.71% Add +6.1% 102,285 $25.9M
Northeast Financial Consultants Inc 1.05% Reduce -1.0% 101,375 $25.7M
Exchange Traded Concepts, LLC 0.33% Add +24.3% 101,179 $25.6M
Goldstein Advisors, LLC 3.44% Add +28.4% 101,165 $25.6M
High Note Wealth, LLC 5.78% Reduce -0.5% 99,677 $25.2M
Roble, Belko & Company, Inc 3.66% No change 99,396 $25.2M
Fairfield Financial Advisors, LTD 8.84% Reduce -6.2% 99,202 $25.1M
Stonebridge Financial Group, LLC 2.44% Add +22678.6% 99,087 $25.1M
McKinley Carter Wealth Services, Inc. 1.39% Add +25.1% 98,635 $25.0M
Blair William & Co. 0.07% Add +32.5% 98,115 $24.8M
Innealta Capital, LLC 13.05% Add +120.7% 97,694 $24.7M
Mercer Global Advisors Inc. 0.06% Reduce -5.5% 98,972 $24.7M
Joel Isaacson & Co., LLC 1.00% Reduce -1.2% 97,027 $24.6M
Tiff Advisory Services, LLC 5.76% No change 96,003 $24.3M
Tiller Private Wealth, Inc. 9.19% Reduce -2.0% 95,446 $24.2M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.72% No change 93,673 $23.7M
Stratos Wealth Partners, LTD. 0.32% Reduce -7.3% 93,556 $23.7M
BNP Paribas Financial Markets 0.02% Reduce -24.4% 92,744 $23.5M
NewEdge Advisors, LLC 0.12% Add +4.4% 92,630 $23.5M
HRT Financial LP 0.10% Add +444.6% 92,260 $23.4M
Orange Investment Advisors, Inc. 2.56% Reduce -1.1% 92,215 $23.4M
Rezny Wealth Management, Inc. 5.71% Add +1.7% 92,000 $23.3M
Thrivent Financial for Lutherans 0.05% Add +16.6% 91,599 $23.2M
First Trust Advisors LP 0.02% Add +67.1% 91,575 $23.2M
Avantax Advisory Services, Inc. 0.13% Add +7.7% 91,443 $23.2M
Tiaa Trust, National Association 0.06% Add +24.4% 89,594 $22.7M
Forbes J M & Co. LLP 2.02% No change 87,399 $22.1M
Benjamin Edwards Inc. 0.28% Reduce -5.1% 87,299 $22.1M
PTM Wealth Management, LLC 14.59% Add +8.9% 85,781 $22.0M
Cibc World Market Inc. 0.05% Add +6.5% 86,940 $22.0M
Millennium Management 0.02% Reduce -79.2% 86,864 $22.0M
Founders Financial Securities LLC 1.66% Add +1.4% 86,093 $21.8M
NewSquare Capital LLC 1.61% Add +4.8% 87,617 $21.7M
Black Swift Group, LLC 4.38% Reduce -14.8% 85,652 $21.7M
TradeWell Securities, LLC. 10.35% Reduce -0.8% 85,469 $21.6M
AlphaCore Capital LLC 0.82% Add +6736.9% 84,914 $21.5M
Associated Banc-Corp 0.61% Reduce -8.2% 84,830 $21.5M
Great Valley Advisor Group, Inc. 0.47% Add +47.0% 84,184 $21.3M
Jane Street Group, LLC 0.03% Reduce -93.6% 84,178 $21.3M
Vestmark Advisory Solutions, Inc. 0.30% New 81,474 $20.6M
Cantor Fitzgerald, L. P. 0.51% Reduce -1.3% 80,999 $20.5M
Midwest Trust Co 0.28% — 80,701 $20.4M
Allworth Financial LP 0.10% Add +12.9% 78,328 $19.8M
Tsfg, LLC 3.57% Add +10.9% 77,834 $19.7M
Bristlecone Advisors, LLC 1.63% Reduce -0.7% 76,835 $19.5M
Mendel Capital Management LLC 11.02% Reduce -4.3% 76,310 $19.3M
TCP Asset Management, LLC 3.83% Add +4.6% 76,226 $19.3M
Atria Wealth Solutions, Inc. 0.43% Reduce -49.5% 75,646 $19.2M
Integrated Advisors Network LLC 0.85% Add +5.2% 74,490 $18.9M
Centaurus Financial, Inc. 1.10% Reduce -1.5% 74,187 $18.8M
Focus Financial Network, Inc. 0.74% Add +0.1% 73,843 $18.7M
Horizon Investments, LLC 0.29% Add +11.0% 73,130 $18.5M
Money Concepts Capital Corp. 1.24% Add +17.3% 73,049 $18.5M
Nations Financial Group Inc, /Ia/ 1.27% Reduce -5.3% 72,751 $18.4M
Sequent Asset Management, LLC 14.18% Reduce -0.4% 70,130 $17.8M
Pittenger & Anderson Inc. 0.65% Reduce -2.8% 69,845 $17.7M
Keybank National Association 0.07% Add +0.2% 69,774 $17.7M
CX Institutional 0.61% Add +11.0% 68,758 $17.4M
Ameritas Advisory Services, LLC 0.90% Reduce -19.3% 68,100 $17.2M
Destiny Wealth Partners, LLC 2.30% Add +3.4% 67,707 $17.1M
D. E. Shaw & Co. 0.02% Reduce -39.7% 67,087 $17.0M
Composition Wealth, LLC 0.28% Reduce -12.8% 66,723 $16.9M
Presper Financial Architects, LLC 12.56% — 66,645 $16.9M
Gladstone Institutional Advisory LLC 0.69% Reduce -3.0% 66,402 $16.8M
Circle Wealth Management, LLC 0.37% Add +9.2% 66,073 $16.7M
M&T Bank Corp 0.06% Reduce -1.5% 66,046 $16.7M
Arkadios Wealth Advisors 0.50% Reduce -18.2% 65,911 $16.7M
Mutual Advisors, LLC 0.41% Add +0.5% 62,938 $16.5M
Bonfire Financial 13.53% Add +6.7% 65,111 $16.5M
Nelson Capital Management, LLC 2.18% Add +0.9% 65,072 $16.5M
Atlas Capital Advisors Inc. 1.97% Reduce -16.3% 63,645 $16.1M
Simmons Bank 1.15% Reduce -2.7% 63,451 $16.1M
Socha Financial Group, LLC 7.12% Reduce -17.9% 63,171 $16.0M
Waverly Advisors, LLC 0.18% Add +15.1% 63,078 $16.0M
Parkside Investments, LLC 2.16% Add +22.8% 62,717 $15.9M
Robertson Stephens Wealth Management, LLC 0.55% Reduce -40.7% 62,665 $15.9M
Venture Visionary Partners LLC 0.59% Add +1.2% 62,230 $15.8M
Spire Wealth Management 0.56% Add +4.3% 62,090 $15.7M
Savvy Advisors, Inc. 1.04% Add +18.3% 61,625 $15.6M
Montag A & Associates Inc. 0.76% Reduce -0.9% 61,179 $15.5M
Signal Advisors Wealth, LLC 1.20% Add +87.6% 60,660 $15.4M
Foundations Investment Advisors, LLC 0.24% Reduce -31.4% 60,524 $15.3M
Fifth Third Securities, Inc. 1.15% Add +1.2% 60,501 $15.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +13.0% 59,595 $15.1M
AMG National Trust Bank 0.40% Add +0.1% 59,325 $15.0M
Apollon Financial, LLC 3.15% Add +0.2% 59,209 $15.0M
Affinity Capital Advisors, LLC 2.57% Reduce -1.0% 59,100 $15.0M
Convergence Financial, LLC 2.57% Add +12.6% 58,891 $14.9M
Balyasny Asset Management L.P. 0.03% Add +893.6% 58,710 $14.9M
Measured Wealth Private Client Group, LLC 4.44% Reduce -2.5% 58,628 $14.8M
Venturi Wealth Management, LLC 0.73% Reduce -7.8% 58,430 $14.8M
Synovus Financial Corp. 0.18% Add +4.8% 58,362 $14.8M
Cresset Asset Management, LLC 0.07% Reduce -23.9% 58,270 $14.8M
Blue Sky Capital Consultants Group, Inc. 7.57% Add +11.9% 58,192 $14.7M
Visionary Wealth Advisors 0.74% Add +17.6% 56,958 $14.4M
Sykon Capital LLC 5.17% New 55,946 $14.2M
Oppenheimer & Co. Inc. 0.19% Add +6.3% 55,834 $14.1M
Cooksen Wealth, LLC 11.36% Add +37.5% 55,831 $14.1M
Advisors Preferred, LLC 2.32% New 55,981 $14.0M
TCV Trust & Wealth Management, Inc. 1.22% Add +2.0% 55,011 $13.9M
Prime Capital Investment Advisors, LLC 0.18% Reduce -29.3% 54,699 $13.9M
Merit Financial Group, LLC 0.15% Add +1.5% 54,667 $13.8M
Spirepoint Private Client, LLC 1.56% Add +1.4% 54,565 $13.8M
Orion Porfolio Solutions, LLC 0.12% Add +7.8% 54,434 $13.8M
McMorgan & Co. LLC 2.03% Add +0.9% 54,369 $13.8M
Fox Financial, Inc 11.62% Add +0.8% 54,266 $13.7M
Schnieders Capital Management LLC 2.40% Reduce -3.9% 53,719 $13.6M
Western Wealth Management, LLC 0.81% Reduce -2.9% 53,525 $13.6M
Franklin Resources Inc. 0.00% Add +8.5% 53,523 $13.6M
Modern Wealth Management, LLC 0.33% Add +797.4% 52,902 $13.4M
Sepio Capital, LP 0.95% Reduce -2.7% 52,629 $13.3M
GeoWealth Management, LLC 0.51% Add +94.8% 52,057 $13.2M
Capital Insight Partners, LLC 2.27% Reduce -1.9% 51,632 $13.1M
Schorn Wealth LLC 4.32% Reduce -7.7% 51,537 $13.1M
Rockland Trust Co. 0.63% Reduce -26.4% 51,439 $13.0M
Bartlett & Co. Wealth Management LLC 0.18% Add +3.9% 51,385 $13.0M
Stephens Inc. 0.18% Add +1.4% 51,330 $13.0M
Sigma Planning Corp 0.39% Reduce -7.5% 51,320 $13.0M
Nwam LLC 0.75% New 49,043 $12.9M
Elite Financial, Inc. 6.31% Add +3.9% 48,858 $12.8M
U.S. Capital Wealth Advisors, LLC 0.37% Add +3.9% 50,344 $12.7M
Bank Hapoalim BM 1.79% Reduce -1.5% 49,477 $12.5M
Tamar Securities, LLC 1.51% Add +1.8% 48,882 $12.4M
HBW Advisory Services LLC 1.52% Reduce -0.3% 48,527 $12.3M
National Bank of Canada 0.01% Reduce -2.3% 48,013 $12.1M
Lodestar Private Asset Management LLC 1.40% Reduce -7.2% 47,829 $12.1M
Toth Financial Advisory Corp. 1.40% Reduce -12.0% 47,461 $12.0M
Fourth Dimension Wealth, LLC 5.05% Add +7.1% 47,195 $12.0M
Transcend Capital Advisors, LLC 0.92% Add +3.7% 47,014 $11.9M
Bank of New York Mellon Corp 0.00% Reduce -1.5% 46,933 $11.9M
Coastal Bridge Advisors, LLC 0.98% New 46,481 $11.8M
Caliber Wealth Management, LLC / KS 1.26% Reduce -3.0% 46,423 $11.8M
DRW Securities, LLC 0.83% Add +245.4% 46,371 $11.7M
Analyst IMS Investment Management Services Ltd. 0.40% Add +7.8% 46,309 $11.7M
Apexium Financial, LP 0.62% Reduce -2.6% 46,132 $11.7M
Larson Financial Group LLC 0.47% Reduce -3.5% 46,125 $11.7M
Allspring Global Investments Holdings, LLC 0.02% Add +15.5% 46,025 $11.6M
Summit Financial, LLC 0.26% Add +13.8% 45,036 $11.4M
Level Four Advisory Services, LLC 0.42% Add +15.7% 44,627 $11.3M
Stelac Advisory Services LLC 4.29% Add +581.2% 44,585 $11.3M
Jefferies Financial Group Inc. 0.19% Add +5.0% 44,477 $11.3M
Elevation Point Wealth Partners, LLC 0.88% Add +1.7% 44,418 $11.2M
Thoma Capital Management LLC 7.02% Reduce -2.3% 43,578 $11.0M
D.A. Davidson & Co. 0.08% Reduce -0.3% 43,313 $11.0M
Pallas Capital Advisors LLC 0.41% Reduce -35.8% 42,878 $10.9M
Sound View Wealth Advisors Group, LLC 0.80% Add +4.7% 42,811 $10.8M
Shepherd Financial Partners LLC 1.14% Add +0.6% 42,651 $10.8M
Sowell Financial Services LLC 0.44% Add +2.0% 42,643 $10.8M
Ieq Capital, LLC 0.07% Reduce -36.1% 42,590 $10.8M
Fairvoy Private Wealth, LLC 2.67% Add +17.8% 42,451 $10.7M
Ferguson Wellman Capital Management, Inc. 0.19% Add +0.9% 42,360 $10.7M
ARS Investment Partners, LLC 0.78% Add +6.9% 42,228 $10.7M
Cary Street Partners Financial LLC 0.30% Add +72.1% 42,014 $10.6M
First National Bank of Hutchinson 6.60% No change 41,868 $10.6M
Court Place Advisors, LLC 3.33% Reduce -2.7% 41,796 $10.6M
Mesirow Financial Investment Management, Inc. 0.21% Add +3.1% 41,701 $10.6M
Cercano Management LLC 0.30% New 41,312 $10.5M
Transamerica Financial Advisors, LLC 0.96% Reduce -9.1% 40,553 $10.3M
Massachusetts Wealth Management 5.79% Add +2.6% 40,508 $10.3M
Ironwood Wealth Management, Inc. 4.84% Reduce -3.0% 39,986 $10.2M
Fiera Capital Corp 0.03% Reduce -17.0% 40,451 $10.2M
Keel Point, LLC 0.68% Add +30.8% 40,280 $10.2M
Kentucky Farm Bureau Mutual Insurance Co 2.16% No change 40,000 $10.1M
Darwin Wealth Management, LLC 3.50% Add +8.1% 39,982 $10.1M
Relyea Zuckerberg Hanson LLC 1.18% Reduce -0.1% 39,680 $10.0M
Creative Financial Designs Inc. 0.72% Add +39.1% 39,663 $10.0M
Paloma Partners Management Co 4.28% New 39,248 $9.9M
SCS Capital Management LLC 0.11% Add +69.4% 39,233 $9.9M
Evercore Wealth Management, LLC 0.15% Reduce -0.1% 39,222 $9.9M
VestGen Advisors, LLC 0.39% Reduce -2.4% 38,307 $9.9M
MV Capital Management, Inc. 1.02% Reduce -9.4% 39,011 $9.9M
Cornerstone Wealth Group, LLC 0.74% Reduce -5.5% 38,917 $9.9M
Leuthold Group, LLC 1.18% Add +10.6% 38,893 $9.8M
Sequoia Financial Advisors, LLC 0.07% Add +2.8% 38,836 $9.8M
Kennicott Capital Management LLC 5.59% Reduce -0.5% 38,738 $9.8M
Attessa Capital LLC 6.27% Reduce -5.0% 38,701 $9.8M
MontVue Capital Management, Inc. 6.96% Reduce -1.6% 38,628 $9.8M
Eclectic Associates Inc. 2.13% Reduce -13.5% 38,628 $9.8M
SkyOak Wealth, LLC 1.94% Add +6.5% 38,162 $9.7M
O'ROURKE & COMPANY, Inc 4.51% Reduce -4.9% 38,122 $9.7M
Founders Grove Wealth Partners, LLC 2.42% Reduce -3.9% 38,100 $9.6M
Clarus Wealth Advisors 4.45% Add +0.9% 37,543 $9.6M
Stockman Wealth Management, Inc. 1.30% Add +3.2% 37,750 $9.6M
Beacon Pointe Advisors, LLC 0.10% Add +1.6% 37,720 $9.6M
Pinnacle Financial Partners Inc 0.20% Add +18.4% 37,335 $9.5M
SG Americas Securities, LLC 0.04% Reduce -63.0% 37,292 $9.4M
Wealthcare Advisory Partners LLC 0.22% Add +29.8% 37,235 $9.4M
United Capital Financial Advisors, LLC 0.08% Reduce -1.8% 37,150 $9.4M
Global Retirement Partners, LLC 0.23% — 36,950 $9.4M
Rothschild Capital Partners, LLC 2.46% Reduce -60.0% 36,947 $9.4M
Chesapeake Wealth Management 3.11% Reduce -1.4% 36,822 $9.3M
3EDGE Asset Management, LP 0.58% Reduce -37.7% 37,108 $9.3M
AQR Capital Management 0.01% Add +40.9% 36,663 $9.3M
Dynamic Advisor Solutions LLC 0.29% Add +7.0% 36,572 $9.3M
United Bank 3.54% Add +1.9% 36,548 $9.3M
Rovin Capital /Ut/ 2.80% Add +0.8% 36,546 $9.3M
Johnson Investment Counsel Inc. 0.08% Add +22.1% 36,325 $9.2M
Providence First Trust Co 3.24% Reduce -0.3% 36,251 $9.2M
CIBC Private Wealth Group LLC 0.02% Reduce -12.3% 36,085 $9.1M
Orleans Capital Management Corp. 4.81% Add +1.0% 35,803 $9.1M
WCG Wealth Advisors LLC 0.58% New 35,622 $9.0M
Tritonpoint Wealth, LLC 0.83% Reduce -2.5% 35,600 $9.0M
Florida Financial Advisors, LLC 2.18% Add +7.8% 35,571 $9.0M
Calton & Associates, Inc. 1.55% Add +9.4% 35,468 $9.0M
Atlantic Union Bankshares Corp 0.20% Add +3001.1% 35,414 $9.0M
Geneos Wealth Management Inc. 0.22% Add +373.7% 35,349 $9.0M
Brown Advisory Inc. 0.01% Add +6.8% 35,348 $9.0M
Freedom Investment Management, Inc. 0.71% Reduce -28.4% 35,255 $8.9M
B. Riley Wealth Advisors, Inc. 0.43% Reduce -21.9% 35,115 $8.9M
Scotia Capital Inc. 0.04% Reduce -2.5% 34,996 $8.9M
Regions Financial Corp. 0.06% Add +3.7% 34,940 $8.8M
Foronjy Financial LLC 4.14% — 34,940 $8.8M
SteelPeak Wealth, LLC 0.34% Reduce -38.5% 34,919 $8.8M
Roundview Capital LLC 0.59% Reduce -7.5% 34,803 $8.8M
Axxcess Wealth Management, LLC 0.21% Reduce -8.4% 34,362 $8.7M
Asset Management One Co., Ltd. 0.03% Reduce -55.5% 34,335 $8.7M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.91% No change 34,246 $8.7M
Sage Capital Advisors,llc 2.14% Reduce -0.4% 34,165 $8.7M
NorthCoast Asset Management LLC 0.04% Add +6.6% 34,156 $8.6M
Kanawha Capital Management LLC 0.64% Add +0.1% 34,121 $8.6M
Webster Bank, N. A. 0.89% Add +0.6% 34,110 $8.6M
Brookstone Capital Management 0.11% Add +49.1% 34,087 $8.6M
Journey Advisory Group, LLC 0.67% Add +4.5% 34,039 $8.6M
One Charles Private Wealth Services, LLC 2.42% Reduce -1.6% 34,025 $8.6M
James Investment Research, Inc. 1.02% Reduce -17.5% 33,986 $8.6M
Sage Capital Management, LLC 4.12% Add +0.8% 33,804 $8.6M
First Merchants Corp. 0.33% Reduce -2.7% 33,481 $8.5M
GR Financial Group, LLC 2.07% New 33,437 $8.5M
Clifford Swan Investment Counsel LLC 0.30% Reduce -8.4% 33,127 $8.4M
Trust Co 0.95% Reduce -26.6% 33,117 $8.4M
IFP Advisors, Inc 0.24% Reduce -69.8% 33,036 $8.4M
Polianta Ltd 3.60% New 33,000 $8.4M
Zullo Investment Group, Inc. 3.39% Add +1.1% 32,978 $8.4M
KFA Private Wealth Group, LLC 2.58% Add +1.0% 32,944 $8.3M
Keystone Global Partners, LLC 4.54% Add +21.0% 32,920 $8.3M
NFSG Corp 1.35% Add +29.4% 32,905 $8.3M
Astor Investment Management LLC 4.49% New 32,803 $8.3M
PFG Advisors 0.38% Add +14.4% 32,728 $8.3M
Natixis Advisors, LLC 0.01% Add +25.6% 32,465 $8.2M
Loudon Investment Management, LLC 4.54% Add +1.4% 32,431 $8.2M
WNY Asset Management, LLC 0.90% Add +2.3% 32,150 $8.1M
Cranbrook Wealth Management, LLC 1.73% Add +4.7% 32,082 $8.1M
Jmac Enterprises LLC 1.72% Add +22.3% 31,725 $8.0M
Farther Finance Advisors, LLC 0.16% Reduce -14.4% 31,694 $8.0M
WESPAC Advisors SoCal, LLC 1.76% Add +68.6% 31,147 $7.9M
Private Wealth Advisors, LLC 3.08% Reduce -1.9% 31,027 $7.9M
Round Rock Advisors LLC 1.35% Reduce -5.6% 31,008 $7.9M
Crews Bank & Trust 1.23% Add +0.7% 30,902 $7.8M
Snider Financial Group 2.25% Add +2.4% 30,823 $7.8M
Banco Santander, S.A. 0.07% New 30,775 $7.8M
Alerus Financial NA 0.56% Add +2790.5% 30,755 $7.8M
Hilltop Holdings Inc. 0.50% Reduce -13.1% 30,619 $7.8M
Narus Financial Partners, LLC 2.42% Add +15.7% 30,613 $7.8M
Quadcap Wealth Management, LLC 0.98% Add +2.6% 30,566 $7.7M
Kestra Private Wealth Services, LLC 0.11% Reduce -16.5% 30,534 $7.7M
LYNX Capital Group Ltd. 3.72% Reduce -1.3% 30,463 $7.7M
Serenus Wealth Advisors, LLC 1.30% Reduce -39.1% 30,308 $7.7M
L. Roy Papp & Associates, LLP 0.91% Add +0.1% 30,175 $7.6M
Klingenstein Fields & Co. LP 0.30% Reduce -4.8% 30,097 $7.6M
Capital Planning LLC 2.39% Reduce -1.1% 30,061 $7.6M
Susquehanna International Group, LLP 0.01% Reduce -55.5% 29,861 $7.6M
Sherman Asset Management, Inc. 6.65% Reduce -3.5% 29,600 $7.5M
Colony Family Offices, LLC 1.94% No change 29,591 $7.5M
Cavalier Investments, LLC 2.26% Reduce -2.0% 29,446 $7.5M
Curat Global, LLC 7.08% Add +72.5% 29,270 $7.4M
O'shaughnessy Asset Management, LLC 0.05% Add +11.9% 28,852 $7.3M
Fiduciary Group, LLC 0.68% Add +8.5% 28,734 $7.3M
Grassi Investment Management 0.58% Reduce -4.6% 28,703 $7.3M
Insight Wealth Strategies, LLC 0.92% New 28,942 $7.3M
Maven Securities LTD 1.87% New 28,451 $7.2M
Sequent Planning LLC 2.27% Add +29.5% 28,247 $7.2M
Bokf, NA 0.11% Reduce -3.6% 27,771 $7.0M
Stratos Wealth Advisors, LLC 0.37% Reduce -0.2% 27,667 $7.0M
Foster Dykema Cabot & Partners, LLC 0.49% No change 27,623 $7.0M
Flagship Harbor Advisors, LLC 0.33% Reduce -34.5% 27,587 $7.0M
Cullen Capital Management, LLC 0.08% Add +1363.9% 27,478 $7.0M
Flow Traders U.S. LLC 0.26% New 27,455 $7.0M
Prestige Wealth Management Group LLC 1.41% Add +1.0% 27,344 $6.9M
Pachira Investments Inc. 5.21% Reduce -0.7% 27,230 $6.9M
BigSur Wealth Management LLC 1.73% Reduce -1.3% 27,132 $6.9M
Parsons Capital Management Inc. 0.42% Reduce -2.7% 27,121 $6.9M
FIL Ltd 0.01% Add +7.2% 27,065 $6.9M
Strategic Equity Management 2.50% New 26,868 $6.8M
Valeo Financial Advisors, LLC 0.17% Add +4.4% 26,858 $6.8M
Manchester Capital Management LLC 0.89% Add +0.1% 26,783 $6.8M
Absolute Capital Management, LLC 3.41% Reduce -0.1% 26,770 $6.8M
Burns J W & Co. Inc. 0.82% Reduce -0.9% 26,736 $6.8M
Boltwood Capital Management 1.92% Add +4.6% 26,667 $6.8M
IFG Advisory, LLC 0.34% Add +15.1% 26,627 $6.7M
Harbour Investments, Inc. 0.17% Add +22.8% 26,613 $6.7M
Mechanics Bank Trust Department 0.96% Reduce -6.4% 26,577 $6.7M
Duncker Streett & Co. Inc. 1.23% Reduce -0.4% 26,566 $6.7M
MMBG Investment Advisors Co. 0.66% Reduce -7.5% 26,291 $6.7M
Perigon Wealth Management, LLC 0.15% Reduce -5.0% 25,964 $6.6M
Accurate Wealth Management, LLC 1.00% Add +444.5% 25,542 $6.6M
Algorithmic Investment Models, LLC 4.49% New 25,905 $6.6M
Kovack Advisors, Inc. 0.64% Add +0.4% 25,846 $6.5M
K.J. Harrison & Partners Inc 1.07% No change 25,477 $6.5M
Destiny Capital Corp 3.88% No change 25,408 $6.4M
StoneX Group Inc. 0.31% Add +16.7% 25,372 $6.4M
Foguth Wealth Management, LLC. 1.36% Add +234.1% 25,092 $6.4M
Turtle Creek Wealth Advisors, LLC 0.74% New 24,767 $6.3M
Horizon Financial Services, LLC 3.32% Reduce -1.1% 24,695 $6.3M
Aventus Investment Advisors, Inc. 5.58% — 24,532 $6.2M
Cullen/Frost Bankers, Inc. 0.08% Add +76.1% 24,500 $6.2M
Harrell Investment Partners, LLC 1.57% Reduce -52.4% 24,445 $6.2M
Diversify Wealth Management, LLC 0.38% Add +5.3% 23,023 $6.2M
SBI Securities Co., Ltd. 0.18% Reduce -1.4% 24,360 $6.2M
Pine Valley Investments Ltd Liability Co 0.36% Add +9.8% 24,236 $6.1M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -30.7% 24,233 $6.1M
Simplicity Wealth,LLC 0.26% Add +75.1% 24,197 $6.1M
Patten & Patten Inc. 0.40% Add +0.0% 24,138 $6.1M
OneDigital Investment Advisors LLC 0.07% Reduce -5.9% 24,071 $6.1M
New Wave Wealth Advisors LLC 2.59% Reduce -25.6% 24,047 $6.1M
Valmark Advisers, Inc. 0.08% Reduce -0.1% 23,990 $6.1M
Bouchey Financial Group, Ltd. 0.50% Reduce -0.6% 23,956 $6.1M
Ring Mountain Capital, LLC 3.69% Add +13.6% 23,237 $6.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -7.2% 23,838 $6.0M
PFG Investments, LLC 0.35% Add +35.8% 23,728 $6.0M
Joseph P. Lucia & Associates, LLC 2.46% Reduce -1.7% 23,703 $6.0M
Capstone Wealth Management Group LLC 4.36% Reduce -7.2% 23,676 $6.0M
Adams Wealth Management 1.14% Reduce -2.9% 23,604 $6.0M
CacheTech Inc. 1.10% Reduce -2.9% 23,604 $6.0M
Wedbush Securities Inc. 0.21% Reduce -7.1% 23,553 $6.0M
First Financial Bank - Trust Division 0.52% Add +32.2% 23,545 $6.0M
Comprehensive Wealth Management, LLC 4.77% Add +1.2% 23,391 $5.9M
Crew Capital Management, Ltd 4.24% Add +66.5% 23,315 $5.9M
Financial Engines Advisors L.L.C. 0.01% Add +6.5% 23,307 $5.9M
RiverGlades Family Offices LLC 3.86% Reduce -0.2% 23,254 $5.9M
Okabena Investment Services Inc. 1.30% Add +2.6% 23,180 $5.9M
Pinnacle Associates Ltd. 0.08% Reduce -0.3% 23,063 $5.8M
Fingerlakes Wealth Management, Inc. 4.31% Add +3.2% 22,797 $5.8M
C2C Wealth Management, LLC 5.22% Reduce -0.5% 22,743 $5.8M
Perennial Investment Advisors, LLC 0.56% Add +21.8% 22,717 $5.8M
Constitution Capital LLC 2.93% Reduce -0.3% 22,644 $5.7M
Snowden Capital Advisors LLC 0.17% Reduce -5.4% 22,576 $5.7M
Integral Investment Advisors, Inc. 1.63% Add +0.4% 22,546 $5.7M
Milestone Investment Advisors LLC 1.49% Reduce -6.0% 22,542 $5.7M
Dodds Wealth, LLC 1.53% Reduce -0.1% 22,495 $5.7M
Donald L. Hagan, LLC 2.84% Add +8.3% 22,479 $5.7M
Acorn Wealth Advisors, LLC 2.12% Reduce -1.5% 22,465 $5.7M
Mathes Company, Inc. 2.11% Reduce -0.9% 22,300 $5.6M
Diversify Advisory Services, LLC 0.22% Add +16.2% 20,985 $5.6M
Glenview Trust Co 0.10% No change 22,128 $5.6M
Clearstead Advisors, LLC 0.08% Add +8.7% 22,103 $5.6M
Avior Wealth Management, LLC 0.19% Add +9.9% 21,994 $5.6M
10Elms LLP 6.17% Add +1.8% 21,971 $5.6M
WealthShield Partners, LLC 0.67% Reduce -1.2% 21,888 $5.5M
Virtu Financial LLC 0.28% Add +108.4% 21,885 $5.5M
HB Wealth Management, LLC 0.04% Reduce -17.9% 21,834 $5.5M
Bank of Marin 4.17% New 21,783 $5.5M
St. Johns Investment Management Company, LLC 2.53% Add +4.7% 21,782 $5.5M
Fsa Wealth Partners, Inc. 2.66% Add +478.4% 21,760 $5.5M
CENTRAL TRUST Co 0.13% Reduce -8.5% 21,748 $5.5M
Choreo, LLC 0.08% Add +37.5% 21,702 $5.5M
Institute for Wealth Management, LLC. 0.61% Add +1.0% 21,622 $5.5M
Clay Northam Wealth Management, LLC 3.50% Reduce -1.6% 21,594 $5.5M
IronBridge Private Wealth, LLC 1.90% Add +3.0% 21,516 $5.4M
Stonebrook Private Inc. 1.26% Reduce -6.7% 21,289 $5.4M
Westside Investment Management, Inc. 1.00% Reduce -3.0% 21,309 $5.4M
Estate Counselors, LLC 0.53% Reduce -44.1% 21,235 $5.4M
Tidemark, LLC 1.73% Reduce -2.8% 21,204 $5.4M
Farmers & Merchants Trust Co of Chambersburg PA 1.67% Add +3.7% 21,132 $5.4M
IFC Advisors LLC 1.00% Add +7.8% 21,012 $5.3M
Narwhal Capital Management 0.43% No change 21,000 $5.3M
Mission Wealth Management, LP 0.12% Add +3.9% 20,983 $5.3M
American Money Management, LLC 0.93% Add +5.6% 20,873 $5.3M
Gallagher Fiduciary Advisors, LLC 0.20% Reduce -1.7% 20,868 $5.3M
San Luis Wealth Advisors LLC 1.13% Add +2.0% 20,726 $5.2M
Ehrlich Financial Group 3.39% Add +35.9% 20,688 $5.2M
Mill Creek Capital Advisors, LLC 0.12% Add +8.3% 20,586 $5.2M
Cornerstone Wealth Management, LLC 0.31% Add +13.5% 20,351 $5.2M
Windsor Capital Management, LLC 1.50% Reduce -5.9% 20,340 $5.2M
RMR Wealth Builders 0.47% Add +0.0% 20,323 $5.1M
Canton Hathaway, LLC 1.05% Reduce -1.0% 20,310 $5.1M
Colton Groome Financial Advisors, LLC 1.74% Add +22.6% 20,287 $5.1M
JFS Wealth Advisors, LLC 0.33% Reduce -5.3% 20,253 $5.1M
Innova Wealth Partners 3.00% Add +1396.0% 20,181 $5.1M
World Investment Advisors 0.12% Add +7.0% 20,086 $5.1M
AdvisorShares Investments LLC 0.91% Reduce -15.4% 20,029 $5.1M
Citadel Advisors 0.00% New 19,922 $5.0M
Staley Capital Advisers Inc. 0.21% No change 19,882 $5.0M
Abbot Financial Management, Inc. 2.32% Reduce -1.4% 19,848 $5.0M
KKM Financial LLC 1.75% Add +3.3% 19,372 $5.0M
Meridian Wealth Advisors, LLC 0.79% Reduce -1.2% 19,754 $5.0M
Pacific Sun Financial Corp 2.58% Add +1.7% 19,513 $4.9M
Compound Planning, Inc. 0.19% Reduce -20.5% 19,478 $4.9M
One Wealth Map LLC 2.71% Add +6.1% 18,880 $4.9M
Plimoth Trust Co. LLC 1.16% Reduce -7.3% 19,048 $4.8M
Channel Wealth LLC 1.36% Add +20.0% 18,969 $4.8M
Williams Jones Wealth Management, LLC. 0.06% No change 18,954 $4.8M
Kingstone Capital Partners Texas, LLC 3.13% Add +14.7% 18,908 $4.8M
Whittier Trust Co. 0.06% Reduce -0.6% 18,838 $4.8M
Legacy Private Trust Co. 0.31% Add +73.2% 18,759 $4.8M
Signet Financial Management, LLC 0.60% Add +3.0% 18,756 $4.7M
Rockingstone Advisors LLC 2.48% Reduce -14.6% 18,638 $4.7M
Jessup Wealth Management, Inc 1.89% New 18,587 $4.7M
Laurel Wealth Advisors LLC 0.70% Add +7.8% 18,584 $4.7M
Fulcrum Equity Management 4.82% Reduce -0.9% 18,539 $4.7M
Patton Albertson Miller Group, LLC 0.62% No change 18,515 $4.7M
SVB Wealth LLC 0.25% Reduce -28.5% 18,378 $4.7M
Stock Yards Bank & Trust Co. 0.16% Add +4.3% 18,338 $4.6M
Lyell Wealth Management, LP 0.37% Add +5.5% 18,313 $4.6M
Evanson Asset Management, LLC 0.29% Add +0.1% 18,256 $4.6M
First Business Financial Services, Inc. 0.42% Add +38.9% 18,249 $4.6M
Jaffetilchin Investment Partners, LLC 0.30% Add +2.6% 18,218 $4.6M
Vontobel Holding Ltd. 0.02% Add +173.3% 18,200 $4.6M
NewEdge Wealth, LLC 0.07% Add +8.3% 17,437 $4.6M
Trinity Wealth Management, LLC 1.82% Reduce -57.6% 18,096 $4.6M
Savant Capital, LLC 0.03% Add +1.2% 18,086 $4.6M
Bessemer Group Inc. 0.01% Add +1149.4% 17,991 $4.6M
Reyes Financial Architecture, Inc. 3.91% Add +13558.0% 17,892 $4.5M
Chicago Partners Investment Group LLC 0.13% Reduce -0.8% 17,393 $4.5M
5th Street Advisors, LLC 2.25% Reduce -0.8% 17,867 $4.5M
Washington Growth Strategies LLC 3.45% — 17,825 $4.5M
Capital Investment Counsel, LLC 0.70% Reduce -11.8% 17,816 $4.5M
Bfsg, LLC 0.50% Reduce -23.0% 17,783 $4.5M
Encompass More Asset Management 1.05% Add +50.0% 17,759 $4.5M
AAFMAA Wealth Management & Trust LLC 1.86% Add +2.4% 17,744 $4.5M
Vivid Wealth Management, LLC 1.97% Reduce -3.8% 17,742 $4.5M
Vise Technologies, Inc. 0.19% — 17,727 $4.5M
NBT Bank, N.A. 0.30% Add +1.3% 17,438 $4.4M
Ledyard National Bank 0.42% Reduce -1.2% 17,417 $4.4M
Corrado Advisors, LLC 2.70% Add +6.2% 17,414 $4.4M
CreativeOne Wealth, LLC 0.12% Reduce -12.5% 17,384 $4.4M
Shulman DeMeo Asset Management LLC 1.09% Reduce -10.6% 17,384 $4.4M
Lanark Financial, Inc. 0.36% Add +1.3% 17,368 $4.4M
Consolidated Portfolio Review Corp 0.61% Reduce -0.1% 17,352 $4.4M
Butensky & Cohen Financial Security, Inc. 1.31% Add +4.8% 17,350 $4.4M
Moneywise, Inc. 2.05% New 17,271 $4.4M
Fort Point Capital Partners LLC 0.44% Add +47.4% 17,250 $4.4M
AE Wealth Management LLC 0.03% Reduce -14.6% 17,232 $4.4M
Thor Trading Advisors, LLC 5.45% New 17,188 $4.4M
Private Advisory Group LLC 0.41% No change 17,148 $4.3M
Soltis Investment Advisors LLC 0.34% Reduce -69.1% 17,017 $4.3M
Rollins Financial Advisors, LLC 0.69% Reduce -10.2% 16,981 $4.3M
Apollon Wealth Management, LLC 0.08% Add +2.2% 16,963 $4.3M
Financial Insights, Inc. 1.54% Reduce -1.2% 16,680 $4.2M
EPG Wealth Management LLC 1.27% Reduce -25.1% 16,657 $4.2M
Afg Fiduciary Services Limited Partnership 2.69% Reduce -5.2% 16,655 $4.2M
TD Private Client Wealth LLC 0.10% Reduce -17.3% 16,450 $4.2M
Capitol Family Office, Inc. 5.42% Add +0.5% 16,424 $4.2M
Integrity Alliance, Llc. 0.23% Reduce -2.9% 16,417 $4.2M
Mezzasalma Advisors, LLC 1.24% Add +2.8% 16,367 $4.1M
Heritage Wealth Advisors 0.20% Reduce -12.6% 16,348 $4.1M
Fisher Asset Management 0.00% Add +45.1% 16,299 $4.1M
Successful Portfolios LLC 2.53% Reduce -0.7% 16,275 $4.1M
Crestwood Advisors Group, LLC 0.07% Add +4.6% 16,264 $4.1M
Concentric Capital Strategies, LP 0.23% New 16,224 $4.1M
Cresta Advisors, Ltd. 2.00% Reduce -7.9% 16,189 $4.1M
Caldwell Trust Co 0.41% Reduce -1.5% 16,166 $4.1M
Tompkins Financial Corp. 0.38% No change 16,160 $4.1M
Novare Capital Management LLC 0.33% Add +76.9% 16,159 $4.1M
First Citizens Bank & Trust Co. 0.07% Reduce -0.4% 16,050 $4.1M
Ally Invest Advisors Inc. 0.32% Reduce -0.3% 16,043 $4.1M
MKT Advisors LLC 1.61% Add +1.7% 16,176 $4.1M
Silver Oak Securities, Incorporated 0.34% Add +5.0% 16,019 $4.1M
Twin Focus Capital Partners, LLC 0.57% Reduce -2.4% 15,999 $4.1M
Principal Securities, Inc. 0.08% Add +79.4% 15,995 $4.1M
Deutsche Bank AG 0.00% Reduce -17.4% 15,987 $4.0M
Regal Investment Advisors LLC 0.30% Add +15.2% 15,850 $4.0M
Gateway Wealth Partners, LLC 0.75% Add +306.6% 15,695 $4.0M
Milestones Private Investment Advisors LLC 2.94% — 15,659 $4.0M
Ballentine Partners, LLC 0.06% Reduce -22.7% 15,658 $4.0M
Peddock Capital Advisors, LLC 0.92% Add +11.6% 15,637 $4.0M
Bryn Mawr Trust Advisors, LLC 0.22% Add +0.1% 15,618 $4.0M
D.B. Root & Company, LLC 1.16% Reduce -1.0% 15,465 $3.9M
Parallel Advisors, LLC 0.08% Reduce -13.7% 15,368 $3.9M
Pure Financial Advisors, LLC 0.07% Add +5.3% 15,306 $3.9M
Redwood Financial Network Corp 2.61% Add +0.1% 15,278 $3.9M
Yelin Lapidot Holdings Management Ltd. 0.70% No change 15,230 $3.9M
Atticus Wealth Management, LLC 1.04% Reduce -1.4% 15,206 $3.9M
Exchange Capital Management, Inc. 0.57% Reduce -2.3% 15,101 $3.8M
Aua Capital Management, LLC 2.28% No change 15,067 $3.8M
Dumont & Blake Investment Advisors LLC 0.99% Add +0.1% 14,903 $3.8M
Elk River Wealth Management LLC 0.65% Add +4.1% 14,861 $3.8M
PCG Asset Management, LLC 3.22% Reduce -3.9% 14,794 $3.7M
Magnus Financial Group LLC 0.33% Add +1.5% 14,782 $3.7M
Keudell/Morrison Wealth Management 0.83% No change 14,748 $3.7M
Yoder Wealth Management, Inc. 1.94% Reduce -0.1% 14,736 $3.7M
Point Windward Advisors Inc. 1.70% Reduce -1.6% 14,722 $3.7M
International Assets Investment Management, LLC 0.30% Reduce -1.1% 14,698 $3.7M
Richmond Investment Services, LLC 0.78% Add +80.0% 14,648 $3.7M
Fidelis Capital Partners, LLC 0.34% Add +0.2% 14,086 $3.7M
LifeSteps Financial, Inc. 2.54% No change 14,613 $3.7M
E&G Advisors, LLC 0.96% Add +2.7% 14,553 $3.7M
Nomura Asset Management Co. Ltd. 0.01% New 14,526 $3.7M
FF Advisors,LLC 1.90% Reduce -1.1% 14,480 $3.7M
Fiduciary Trust Co 0.05% Add +4.9% 14,462 $3.7M
Ibex Wealth Advisors 0.39% Add +9.4% 14,434 $3.7M
Wellspring Financial Advisors, LLC 0.32% Add +5.8% 14,403 $3.6M
Wesbanco Bank Inc. 0.11% Add +4.4% 14,319 $3.6M
Q3 Asset Management 1.27% New 14,180 $3.6M
Wealthspire Advisors, LLC 0.02% Add +15.2% 14,151 $3.6M
Kingswood Wealth Advisors, LLC 0.28% Add +5.0% 14,079 $3.6M
Donaldson Capital Management, LLC 0.13% Add +20.1% 14,042 $3.6M
Spreng Capital Management, Inc. 1.51% Reduce -5.7% 14,025 $3.6M
Sendero Wealth Management, LLC 0.44% No change 14,021 $3.6M
Blue Zone Wealth Advisors, LLC 0.89% Add +2.5% 14,017 $3.5M
Koshinski Asset Management, Inc. 0.27% Reduce -0.2% 13,959 $3.5M
Strategic Advisors LLC 0.69% Reduce -2.5% 13,929 $3.5M
D L Carlson Investment Group Inc. 0.64% Add +8.2% 13,839 $3.5M
NorthRock Partners, LLC 0.09% Reduce -2.1% 13,795 $3.5M
Kagan Cocozza Asset Management 2.68% Reduce -1.1% 13,781 $3.5M
Centennial Bank 1.46% Add +32.6% 13,769 $3.5M
GTS Securities LLC 0.16% Reduce -94.1% 13,742 $3.5M
Fortis Capital Advisors, LLC 0.62% Reduce -6.3% 13,730 $3.5M
Onyx Bridge Wealth Group LLC 0.46% Reduce -75.9% 13,681 $3.5M
Braun-Bostich & Associates Inc. 2.35% Add +45.3% 13,601 $3.4M
Sigma Investment Counselors Inc. 0.19% Add +7.3% 13,577 $3.4M
Bay Capital Advisors, LLC 2.62% Reduce -4.3% 13,575 $3.4M
Northstar Advisory Group, LLC 1.68% New 13,571 $3.4M
West Financial Advisors, LLC 0.60% New 13,508 $3.4M
Ames National Corp. 2.21% Reduce -6.7% 13,505 $3.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.47% Add +0.5% 13,495 $3.4M
RPg Family Wealth Advisory, LLC 0.90% Add +9.3% 13,420 $3.4M
Csenge Advisory Group 0.18% Reduce -3.2% 14,686 $3.4M
Roberts Wealth Advisors, LLC 0.97% Reduce -0.7% 13,371 $3.4M
Insigneo Advisory Services, LLC 0.29% Reduce -6.3% 13,352 $3.4M
Wedmont Private Capital 0.14% Reduce -3.8% 13,065 $3.4M
Hurley Capital, LLC 2.36% Reduce -2.4% 13,297 $3.4M
Acropolis Investment Management, LLC 0.18% Add +0.7% 13,291 $3.4M
Courier Capital LLC 0.20% Add +172.7% 13,249 $3.4M
Flagstar Securities, Inc. 0.93% Add +2.6% 13,212 $3.3M
Mgo One Seven LLC 0.11% Add +2.6% 13,166 $3.3M
Investment Advisory Services Inc. /TX 1.11% Reduce -7.7% 13,137 $3.3M
JMG Financial Group, Ltd. 0.10% No change 13,110 $3.3M
AdvisorNet Financial, Inc 0.21% Reduce -49.2% 13,075 $3.3M
Sax Wealth Advisors, LLC 0.20% Reduce -8.4% 12,866 $3.3M
HAP Trading, LLC 1.42% New 12,849 $3.3M
Clarity Capital Partners LLC 1.16% Reduce -1.4% 12,818 $3.2M
Evoke Wealth, LLC 0.08% No change 12,745 $3.2M
Forbes Financial Planning, Inc. 2.17% Reduce -26.2% 12,697 $3.2M
Clark Financial Services Group Inc. 1.97% Add +29.9% 12,642 $3.2M
CWA Asset Management Group, LLC 0.14% Add +132.5% 12,640 $3.2M
Advisor Resource Council 1.57% Reduce -88.2% 12,597 $3.2M
RVW Wealth, LLC 0.27% No change 12,580 $3.2M
Rehmann Capital Advisory Group 0.19% Add +57.5% 12,579 $3.2M
Cerro Pacific Wealth Advisors LLC 0.88% Reduce -7.4% 12,537 $3.2M
CW Advisors, LLC 0.03% Reduce -98.8% 12,448 $3.2M
Capital Asset Advisory Services LLC 0.15% Reduce -40.7% 12,551 $3.1M
Van Cleef Asset Management,Inc 0.34% Reduce -11.9% 12,430 $3.1M
Good Life Advisors, LLC 0.20% Add +8.8% 12,430 $3.1M
Solutions 4 Wealth, Ltd 5.24% Add +4.3% 12,423 $3.1M
Country Trust Bank 0.07% Add +0.8% 12,359 $3.1M
Realta Investment Advisors 1.24% Reduce -4.7% 12,347 $3.1M
Cassaday & Co Wealth Management LLC 0.08% Add +2.3% 12,325 $3.1M
Vertex Planning Partners, LLC 0.65% Reduce -11.7% 12,320 $3.1M
Sentinel Trust Co. Lba 0.34% No change 12,308 $3.1M
Hudson Value Partners, LLC 1.07% Reduce -9.4% 12,287 $3.1M
Retirement Income Solutions, Inc. 0.57% Reduce -2.1% 12,214 $3.1M
Everstar Asset Management, LLC 1.89% Reduce -1.7% 12,209 $3.1M
Ciovacco Capital Management LLC 1.68% Reduce -67.7% 12,198 $3.1M
Appleton Partners Inc. 0.22% Reduce -0.2% 12,176 $3.1M
LCNB Corp. 1.08% No change 12,140 $3.1M
Agate Pass Investment Management, LLC 1.26% Add +0.5% 12,085 $3.1M
Planwiser Financial, LLC 2.61% New 11,582 $3.1M
Wealthedge Investment Advisors, LLC 1.28% Add +3.0% 12,073 $3.1M
Sharkey, Howes & Javer 0.41% Reduce -11.2% 12,056 $3.1M
Mountain Hill Investment Partners Corp. 2.56% Add +12.2% 12,053 $3.1M
David J Yvars Group 1.78% Reduce -8.0% 12,004 $3.0M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.39% Add +13.4% 11,952 $3.0M
Itau Unibanco Holding S.A. 0.11% Reduce -70.8% 11,931 $3.0M
Arete Wealth Advisors, LLC 0.21% Add +12.1% 11,824 $3.0M
Interactive Financial Advisors, Inc. 1.46% Reduce -0.5% 11,819 $3.0M
Harbour Trust & Investment Management Co 0.33% Reduce -2.6% 11,777 $3.0M
1834 Investment Advisors Co. 0.38% No change 11,744 $3.0M
Pettyjohn, Wood & White, Inc. 0.53% Reduce -0.9% 11,714 $3.0M
Walleye Capital LLC 0.03% Reduce -72.2% 11,711 $3.0M
Cladis Investment Advisory, LLC 1.86% Add +2.7% 11,697 $3.0M
Fagan Associates, Inc. 0.46% Reduce -0.5% 11,648 $2.9M
Atlas Legacy Advisors, LLC 0.65% Reduce -12.3% 11,644 $2.9M
Financial Advocates Investment Management 0.24% Reduce -51.1% 11,642 $2.9M
Herbst Group, LLC 1.77% Reduce -0.6% 11,640 $2.9M
FineMark National Bank & Trust 0.10% Reduce -4.2% 11,605 $2.9M
Koss-Olinger Consulting, LLC 0.24% Reduce -18.1% 11,602 $2.9M
Sharper & Granite LLC 1.12% Add +31.8% 11,577 $2.9M
Segment Wealth Management, LLC 0.19% No change 11,585 $2.9M
CPA Asset Management Group, LLC 1.23% Reduce -0.5% 11,576 $2.9M
Sonata Capital Group Inc. 1.17% Add +1.7% 11,560 $2.9M
Retirement Planning Group, LLC 0.12% Reduce -34.5% 11,547 $2.9M
Ashton Thomas Securities, LLC 0.71% Add +25.9% 11,547 $2.9M
Alterna Wealth Management, Inc. 2.33% Reduce -23.3% 11,494 $2.9M
Cypress Capital Group 0.36% Reduce -75.8% 11,461 $2.9M
Investor's Fiduciary Advisor Network, LLC 1.08% Add +7.0% 11,454 $2.9M
Disciplined Investors, L.L.C. 2.25% Add +5.6% 11,400 $2.9M
Wilmington Savings Fund Society, FSB 0.05% Reduce -4.9% 11,380 $2.9M
Quadrature Capital Ltd 0.05% New 11,345 $2.9M
Trifecta Capital Advisors, LLC 0.48% No change 11,325 $2.9M
Rwa Wealth Partners, LLC 0.04% Reduce -0.4% 11,217 $2.8M
Shelton Capital Management 0.07% No change 11,211 $2.8M
Ingalls & Snyder LLC 0.10% Reduce -3.0% 11,189 $2.8M
Prospera Financial Services Inc 0.05% Add +2.6% 11,157 $2.8M
GWN Securities Inc. 0.52% Reduce -65.4% 11,160 $2.8M
Finley Financial, LLC 1.42% No change 11,130 $2.8M
Moneta Group Investment Advisors LLC 0.03% Add +17.7% 11,110 $2.8M
GPS Wealth Strategies Group, LLC 0.32% Reduce -5.3% 11,080 $2.8M
Ameriflex Group, Inc. 1.47% Add +5.0% 11,158 $2.8M
GAMCO Investors 0.03% Reduce -1.3% 11,050 $2.8M
Tactive Advisors, LLC 0.90% — 11,045 $2.8M
Ranch Capital Advisors Inc. 1.21% Add +1.3% 11,032 $2.8M
North Star Investment Management Corp. 0.19% Reduce -1.5% 11,001 $2.8M
Atlas Private Wealth Advisors 0.36% Reduce -1.2% 10,981 $2.8M
Heartwood Wealth Advisors LLC 0.29% Reduce -0.3% 10,962 $2.8M
Lee Johnson Capital Management, LLC 0.95% New 10,927 $2.8M
Acorns Advisers, LLC 0.02% Add +18.0% 10,903 $2.8M
Johnson Financial Group, Inc. 0.12% Reduce -1.3% 10,862 $2.8M
SeaCrest Wealth Management, LLC 0.30% Add +8.7% 10,845 $2.7M
Capital Analysts, LLC 0.09% Reduce -5.6% 10,838 $2.7M
Natixis 0.01% Reduce -15.9% 10,812 $2.7M
Global View Capital Management LLC 0.87% New 10,768 $2.7M
First National Trust Co 0.10% Add +0.7% 10,751 $2.7M
Laraway Financial Advisors Inc 2.06% Reduce -1.6% 10,749 $2.7M
Vista Finance, LLC 2.34% Reduce -3.9% 10,725 $2.7M
Avantax Planning Partners, Inc. 0.09% Add +21.4% 10,651 $2.7M
Bank of Nova Scotia 0.01% Reduce -9.5% 10,650 $2.7M
Capital Advisors Inc. 0.05% Add +0.4% 10,637 $2.7M
Cape Ann Savings Bank 1.61% Reduce -2.8% 10,635 $2.7M
Brighton Jones LLC 0.07% Reduce -4.8% 10,624 $2.7M
Cornerstone Advisory, LLC 0.29% Reduce -0.2% 10,611 $2.7M
Capital Investment Advisory Services, LLC 0.22% Add +11.9% 10,573 $2.7M
Ameraudi Asset Management, Inc. 1.40% Reduce -67.2% 10,546 $2.7M
Fifth Third Wealth Advisors LLC 0.11% Add +4.5% 10,541 $2.7M
Whittier Trust Co. of Nevada Inc. 0.06% Reduce -2.3% 10,527 $2.7M
VCI Wealth Management LLC 0.93% Add +7.7% 10,524 $2.7M
Tidal Investments LLC 0.02% New 10,508 $2.7M
Cornerstone National Bank & Trust Co 1.14% Reduce -40.4% 10,482 $2.7M
Lion Street Advisors, LLC 0.80% Reduce -2.5% 10,465 $2.6M
Moss Adams Wealth Advisors LLC 0.24% Add +24.5% 10,397 $2.6M
Balboa Wealth Partners 0.52% Add +2.3% 10,275 $2.6M
SMART Wealth LLC 0.81% Reduce -14.0% 10,242 $2.6M
Sunbelt Securities, Inc. 0.23% Add +1.8% 11,099 $2.6M
Elm Partners Management LLC 0.15% Add +552.7% 10,176 $2.6M
PKS Advisory Services, LLC 0.63% Reduce -2.5% 10,148 $2.6M
Redhawk Wealth Advisors, Inc. 0.32% Reduce -5.1% 10,148 $2.6M
Vaughan David Investments LLC 0.06% Add +310.3% 10,127 $2.6M
Atom Investors LP 0.23% New 10,118 $2.6M
Lynch & Associates 0.52% Reduce -1.1% 10,114 $2.6M
Summit Trail Advisors, LLC 0.04% Reduce -4.4% 10,067 $2.5M
Verum Partners LLC 0.59% Add +0.1% 10,026 $2.5M
Obsidian Cio, LLC 0.37% Add +143.3% 10,025 $2.5M
SeaBridge Investment Advisors LLC 0.47% Reduce -11.7% 10,003 $2.5M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -15.1% 9,997 $2.5M
Bison Wealth, LLC 0.20% Reduce -0.2% 9,877 $2.5M
Private Trust Co. NA 0.24% Add +2.9% 9,946 $2.5M
Adirondack Trust Co. 0.91% Reduce -0.3% 9,945 $2.5M
McHugh Group, LLC 1.70% No change 9,932 $2.5M
Moulton Wealth Management, Inc. 1.89% New 9,738 $2.5M
Wall Street Financial Group, Inc. 2.25% Reduce -7.4% 9,868 $2.5M
Rothschild Wealth LLC 0.61% Add +1.2% 9,772 $2.5M
Nova Wealth Management, Inc. 1.81% Add +35.0% 9,747 $2.5M
Retireful, LLC 1.69% New 9,707 $2.5M
Mattern Wealth Management LLC 0.51% Reduce -1.6% 9,662 $2.4M
Curi Capital, LLC 0.05% Add +64.8% 9,632 $2.4M
EverSource Wealth Advisors, LLC 0.11% Reduce -4.9% 9,612 $2.4M
BlackDiamond Wealth Management, LLC 1.40% Reduce -9.3% 9,689 $2.4M
Access Financial Services, Inc. 0.92% Reduce -3.5% 9,594 $2.4M
Pitcairn Co. 0.16% No change 9,534 $2.4M
Verdence Capital Advisors LLC 0.16% Reduce -0.2% 9,529 $2.4M
Bragg Financial Advisors, Inc 0.09% Reduce -6.1% 9,528 $2.4M
Mma Asset Management LLC 0.92% Reduce -14.8% 9,520 $2.4M
Seven Springs Wealth Group, LLC 0.61% No change 9,512 $2.4M
Empower Advisory Group, LLC 0.01% Add +9.9% 9,491 $2.4M
First Citizens Financial Corp 1.32% Add +164.4% 9,481 $2.4M
MTM Investment Management, LLC 0.81% Add +0.1% 9,462 $2.4M
Future Financial Wealth Managment LLC 1.63% Add +0.2% 9,450 $2.4M
Mission Creek Capital Partners, Inc. 0.53% Reduce -2.9% 9,399 $2.4M
LVM Capital Management Ltd. 0.25% Reduce -0.0% 9,374 $2.4M
Ancora Advisors LLC 0.05% Add +0.8% 9,366 $2.4M
MAS Advisors LLC 3.87% Reduce -13.1% 9,356 $2.4M
Moors & Cabot, Inc. 0.11% Add +9.3% 9,326 $2.4M
JSF Financial, LLC 0.56% Add +0.0% 9,293 $2.4M
Watts Gwilliam & Co., LLC 0.38% Reduce -7.0% 8,432 $2.3M
jvl associates llc 0.84% Add +0.0% 9,189 $2.3M
Occidental Asset Management, LLC 0.32% Add +27.6% 9,182 $2.3M
Exencial Wealth Advisors, LLC 0.08% Reduce -3.1% 9,171 $2.3M
Wellington Management Group LLP 0.00% Reduce -54.5% 9,170 $2.3M
Searle & Co. 0.66% No change 9,165 $2.3M
BSW Wealth Partners 0.32% Add +155.8% 9,109 $2.3M
Financial Sense Advisors, Inc. 0.57% Add +3.8% 9,091 $2.3M
Gotham Asset Management 0.01% No change 9,077 $2.3M
Arrow Financial Corp 0.24% No change 8,956 $2.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Reduce -11.2% 8,947 $2.3M
DDD Partners, LLC 0.24% Add +1.0% 8,900 $2.3M
Ritholtz Wealth Management 0.05% Add +70.6% 8,818 $2.2M
BLB&B Advisors, LLC 0.10% Reduce -54.8% 8,793 $2.2M
Capital Advisors, Ltd. LLC 0.27% Add +1.2% 8,782 $2.2M
Wealthspire Retirement, LLC 0.15% Add +22.8% 8,756 $2.2M
Acima Private Wealth, LLC 0.75% No change 8,701 $2.2M
First Heartland Consultants, Inc. 0.20% Reduce -0.9% 8,675 $2.2M
Eastern Bank 0.04% Reduce -7.7% 8,662 $2.2M
Chilton Capital Management LLC 0.08% Reduce -4.8% 8,639 $2.2M
Greenleaf Trust 0.02% Reduce -22.7% 8,629 $2.2M
Forum Financial Management, LP 0.03% Add +17.6% 8,624 $2.2M
Strategy Asset Managers LLC 0.41% Reduce -14.5% 8,603 $2.2M
Principle Wealth Partners LLC 0.13% Add +0.3% 8,503 $2.2M
Bramshill Investments, LLC 0.23% Reduce -22.7% 8,500 $2.2M
Certuity, LLC 0.20% Add +41.5% 8,431 $2.1M
Capstone Investment Advisors, LLC 0.02% Reduce -57.1% 8,392 $2.1M
Parkside Advisors LLC 0.46% Reduce -1.4% 8,347 $2.1M
Baron Silver Stevens Financial Advisors, LLC 0.34% No change 8,342 $2.1M
OneAscent Financial Services LLC 0.15% Add +1.9% 8,358 $2.1M
Dai-ichi Life Holdings, Inc. 2.45% Add +2.5% 8,300 $2.1M
United Advisor Group, LLC 0.36% Reduce -9.6% 8,257 $2.1M
Berger Financial Group, Inc 0.14% Reduce -1.1% 8,254 $2.1M
Patriot Financial Group Insurance Agency, LLC 0.24% Reduce -3.0% 8,229 $2.1M
Flputnam Investment Management Co. 0.04% Reduce -3.2% 8,199 $2.1M
Meridian Wealth Management, LLC 0.09% Reduce -6.7% 8,161 $2.1M
M3 Advisory Group, LLC 1.43% Add +1.8% 8,150 $2.1M
Debussy Capital Management LP 0.31% Add +7.6% 8,146 $2.1M
Phillips Wealth Planners LLC 1.87% Add +3.5% 8,042 $2.1M
Syon Capital LLC 0.14% Reduce -3.4% 8,123 $2.1M
One Capital Management, LLC 0.07% Add +3.3% 8,098 $2.1M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.06% New 8,000 $2.0M
Symmetry Partners, LLC 0.25% Add +34.9% 7,991 $2.0M
Arcadia Wealth Management, Inc. 1.38% Reduce -1.2% 7,986 $2.0M
Cibc World Markets Corp. 0.01% New 7,962 $2.0M
Salem Investment Counselors Inc. 0.06% Add +0.2% 7,949 $2.0M
Blue Chip Partners, LLC 0.16% Reduce -0.0% 7,943 $2.0M
WESPAC Advisors, LLC 1.40% Add +180.7% 7,923 $2.0M
Golden State Wealth Management, LLC 0.24% Reduce -4.0% 7,917 $2.0M
Gold Investment Management Ltd. 0.75% Reduce -50.0% 7,980 $2.0M
Verus Capital Partners, LLC 0.18% Reduce -6.1% 7,819 $2.0M
Peoples Bank 1.33% Add +13.8% 7,808 $2.0M
German American Bancorp, Inc. 0.19% Reduce -2.4% 7,797 $2.0M
Callan Family Office, LLC 0.06% Add +0.5% 7,756 $2.0M
Tudor Investment Corporation 0.01% Reduce -81.8% 7,756 $2.0M
City Holding Co. 0.26% Reduce -6.7% 7,755 $2.0M
NDWM LLC 1.44% Reduce -2.7% 7,750 $2.0M
SkyView Investment Advisors, LLC 0.28% No change 7,790 $2.0M
Paragon Financial Partners, Inc. 1.33% Add +0.0% 7,699 $1.9M
Kane Investment Management, Inc. 1.02% Reduce -14.3% 7,696 $1.9M
XML Financial, LLC 0.17% Reduce -7.5% 7,683 $1.9M
True Vision MN LLC 1.07% Reduce -4.2% 7,664 $1.9M
Modera Wealth Management, LLC 0.02% Add +4.8% 7,638 $1.9M
Legacy Capital Group California, Inc. 0.53% Reduce -2.0% 7,605 $1.9M
Busey Bank 0.06% Add +7.9% 7,604 $1.9M
Ausdal Financial Partners, Inc. 0.13% Add +1.4% 7,601 $1.9M
Black Diamond Financial, LLC 0.30% No change 7,587 $1.9M
Saxon Interests, Inc. 0.90% No change 9,271 $1.9M
UNIVEST FINANCIAL Corp 0.11% Reduce -48.7% 7,543 $1.9M
Argent Trust Co 0.07% No change 7,534 $1.9M
McGuire Investment Group, LLC 0.24% Add +1.8% 7,502 $1.9M
Nixon Peabody Trust Co. 0.15% No change 7,500 $1.9M
Moneco Advisors, LLC 0.18% Reduce -59.6% 7,492 $1.9M
Monetary Management Group Inc. 0.47% Add +2.5% 7,480 $1.9M
Wealthgarden F.S. LLC 1.57% Reduce -5.0% 7,204 $1.9M
Jacobi Capital Management LLC 0.13% Reduce -7.0% 7,461 $1.9M
World Equity Group, Inc. 0.51% Add +7.9% 7,436 $1.9M
Pinnacle Wealth Management Advisory Group, LLC 0.16% Reduce -0.1% 7,431 $1.9M
CHICAGO TRUST Co NA 0.27% Add +23.1% 7,425 $1.9M
Oxinas Partners, LLC 0.96% Reduce -6.0% 7,408 $1.9M
Fragasso Financial Advisors Inc 0.13% Add +1.2% 7,383 $1.9M
Hutchens & Kramer Investment Management Group, LLC 0.85% New 7,417 $1.9M
Avidian Wealth Enterprises, LLC 0.08% Reduce -2.0% 7,332 $1.9M
Independent Wealth Network Inc. 0.68% Add +5.2% 7,310 $1.9M
Squarepoint Ops LLC 0.00% Add +558.3% 7,300 $1.8M
Renaissance Technologies 0.00% Add +58.7% 7,300 $1.8M
Freestone Capital Holdings, LLC 0.06% Add +40.7% 7,292 $1.8M
Auxano Advisors, LLC 0.43% Add +0.0% 7,285 $1.8M
Earned Wealth Advisors, LLC 0.36% Reduce -0.2% 7,280 $1.8M
Optas, LLC 0.35% Reduce -1.3% 7,262 $1.8M
Summit Place Financial Advisors, LLC 0.92% Add +50.6% 7,236 $1.8M
Independent Advisor Alliance 0.05% New 7,212 $1.8M
Objective Capital Management, LLC 2.05% Add +1.6% 7,198 $1.8M
Powers Capital, LLC 0.91% No change 7,195 $1.8M
Zhang Financial LLC 0.08% Add +8.8% 7,175 $1.8M
Forefront Wealth Partners, LLC 1.24% Add +31.6% 7,608 $1.8M
Neuberger Berman Group LLC 0.00% Reduce -1.0% 7,143 $1.8M
Equitable Trust Co. 0.09% Reduce -13.7% 7,138 $1.8M
Certified Advisory Corp 0.19% Add +4.1% 7,113 $1.8M
Country Club Bank 0.11% Reduce -5.7% 7,167 $1.8M
Kaizen Financial Strategies 0.92% Reduce -2.7% 7,097 $1.8M
Gilliland Jeter Wealth Management LLC 0.58% No change 7,076 $1.8M
Per Stirling Capital Management, LLC. 0.23% Add +169.7% 7,025 $1.8M
111 Capital 0.30% New 6,983 $1.8M
QRG Capital Management, Inc. 0.02% Add +7.8% 6,970 $1.8M
Whalerock Point Partners, LLC 0.39% No change 6,950 $1.8M
626 Financial, LLC 0.83% Add +0.3% 6,943 $1.8M
Bawa N Mallick Trust 0.72% No change 6,900 $1.7M
Crewe Advisors LLC 0.25% Reduce -1.3% 6,898 $1.7M
Keystone Financial Group 0.16% Reduce -13.2% 6,895 $1.7M
Noesis Capital Mangement Corp. 0.30% Reduce -6.3% 6,895 $1.7M
Altura Wealth Advisors Inc. 0.97% Add +1.2% 6,883 $1.7M
Tradition Wealth Management, LLC 0.14% Reduce -3.0% 6,862 $1.7M
North Star Asset Management Inc. 0.07% Add +12.0% 6,828 $1.7M
Wilson & Boucher Capital Management, LLC 1.20% Add +9.1% 6,814 $1.7M
Strategic Blueprint, LLC 0.08% Reduce -37.7% 6,794 $1.7M
Armor Investment Advisors, LLC 0.65% Reduce -1.2% 6,775 $1.7M
Menard Financial Group LLC 1.02% Reduce -1.4% 6,759 $1.7M
Sentinel Pension Advisors, LLC 0.29% Reduce -0.4% 6,725 $1.7M
Polymer Capital Management (HK) LTD 0.27% No change 6,700 $1.7M
Heritage Oak Wealth Advisors LLC 0.67% Reduce -6.7% 6,689 $1.7M
Waterloo Capital, L.P. 0.14% Add +4.6% 6,675 $1.7M
Medallion Wealth Advisors, LLC 0.65% Reduce -3.8% 6,685 $1.7M
Vanguard Group Inc. 0.00% Reduce -2.1% 6,626 $1.7M
Aptus Capital Advisors, LLC 0.02% Reduce -20.8% 6,619 $1.7M
Vista Investment Management 0.62% Reduce -0.1% 6,614 $1.7M
Global Assets Advisory, LLC 0.65% Reduce -65.7% 6,650 $1.7M
Ifrah Financial Services, Inc. 0.45% Reduce -0.9% 6,573 $1.7M
Lebenthal Global Advisors, LLC 0.31% Add +13.8% 6,569 $1.7M
Altus Wealth Group LLC 0.73% Add +4.8% 6,555 $1.7M
Americana Partners, LLC 0.06% Add +0.7% 6,549 $1.7M
Hobart Private Capital, LLC 0.37% Reduce -12.9% 6,520 $1.7M
DT Investment Partners, LLC 0.15% No change 6,510 $1.6M
Bradley Foster & Sargent Inc. 0.03% Reduce -6.6% 6,493 $1.6M
Advyzon Investment Management, LLC 0.36% Add +16.4% 6,470 $1.6M
IAM Advisory, LLC 0.39% No change 6,444 $1.6M
Signaturefd, LLC 0.03% Reduce -10.9% 6,436 $1.6M
Parr McKnight Wealth Management Group, LLC 0.22% Reduce -12.0% 6,421 $1.6M
Moloney Securities Asset Management, LLC 0.20% Add +2.5% 6,421 $1.6M
Bank of New Hampshire 0.40% Reduce -0.7% 6,410 $1.6M
Wealth Architects, LLC 0.16% No change 6,407 $1.6M
ProVise Management Group, LLC 0.13% Reduce -6.8% 6,360 $1.6M
Jackson, Grant Investment Advisers, Inc. 0.59% Add +0.6% 6,360 $1.6M
Baker Avenue Asset Management, LP 0.05% Reduce -18.9% 6,338 $1.6M
Fulton Breakefield Broenniman LLC 0.11% Reduce -9.3% 6,338 $1.6M
Madden Advisory Services, Inc. 0.68% Add +1.4% 6,320 $1.6M
Howe & Rusling Inc. 0.12% Add +9.4% 6,319 $1.6M
Zacks Investment Management 0.01% Reduce -13.9% 6,318 $1.6M
Davis R M Inc. 0.03% No change 6,306 $1.6M
Stratos Investment Management, LLC 0.07% Add +6.3% 6,270 $1.6M
KG Capital Management 0.47% Reduce -14.0% 6,270 $1.6M
NTV Asset Management LLC 0.19% Add +1.4% 6,260 $1.6M
KDK Private Wealth Management, LLC 1.69% No change 6,251 $1.6M
Founders Financial Alliance, LLC 0.36% Add +1.0% 6,250 $1.6M
Beacon Bank & Trust 0.36% Reduce -0.1% 6,234 $1.6M
Swmg, LLC 0.53% Add +2.4% 5,977 $1.6M
GenTrust, LLC 0.07% New 6,228 $1.6M
Sand Hill Global Advisors, LLC 0.06% Reduce -2.9% 6,209 $1.6M
Aventura Private Wealth, LLC 0.68% Reduce -1.5% 6,196 $1.6M
Byrne Financial Freedom, LLC 0.78% Reduce -1.2% 6,186 $1.6M
RDA Financial Network 0.42% Add +0.7% 6,162 $1.6M
Wealth Advisory Solutions, LLC 0.39% Reduce -0.3% 6,146 $1.6M
United Community Bank 0.53% No change 6,139 $1.6M
Robinson Value Management, Ltd. 0.97% Reduce -0.6% 6,123 $1.6M
Harbor Investment Advisory, LLC 0.14% Add +31.2% 6,122 $1.6M
Bridgewater Advisors Inc. 0.12% Add +0.1% 5,798 $1.5M
Cardinal Point Capital Management ULC 0.12% Add +314.9% 6,041 $1.5M
Maltin Wealth Management, Inc. 0.69% Add +0.1% 6,030 $1.5M
One Day In July LLC 0.14% No change 6,003 $1.5M
Lionshead Wealth Management, LLC 1.40% No change 5,971 $1.5M
Arax Advisory Partners 0.07% Add +22.9% 5,915 $1.5M
Elwood & Goetz Wealth Advisory Group, LLC 0.32% Add +70.8% 5,896 $1.5M
Simon Quick Advisors, LLC 0.08% Reduce -8.9% 5,857 $1.5M
Smartleaf Asset Management LLC 0.13% No change 5,885 $1.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.10% Add +54.6% 5,800 $1.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.04% Add +72.6% 5,779 $1.5M
Red Door Wealth Management, LLC 0.17% Reduce -0.0% 5,777 $1.5M
KPP Advisory Services LLC 0.24% No change 5,772 $1.5M
Yukon Wealth Management, Inc. 0.52% Add +5.5% 5,762 $1.5M
Finward Bancorp 1.15% Reduce -0.3% 5,755 $1.5M
LPWM LLC 0.42% Reduce -0.7% 5,737 $1.5M
Correct Capital Wealth Management 0.28% Reduce -22.2% 5,726 $1.4M
W.G. Shaheen & Associates DBA Whitney & Co 0.14% Reduce -0.9% 5,716 $1.4M
Clarius Group, LLC 0.08% Add +0.0% 5,688 $1.4M
Brookwood Investment Group LLC 0.23% Add +14.4% 5,662 $1.4M
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 5,661 $1.4M
Marco Investment Management LLC 0.12% Add +4.7% 5,648 $1.4M
Selective Wealth Management, Inc. 0.52% No change 5,541 $1.4M
Daner Wealth Management, LLC 0.98% — 5,323 $1.4M
Aureus Asset Management, LLC 0.09% Reduce -4.6% 5,636 $1.4M
Tanglewood Wealth Management, Inc. 0.14% Add +4.3% 5,624 $1.4M
AmeriServ Wealth Advisors 0.70% Add +16.4% 5,622 $1.4M
Pathway Financial Advisors LLC 0.21% No change 5,602 $1.4M
Becker Capital Management Inc. 0.04% Reduce -0.1% 5,589 $1.4M
L.M. Kohn & Company 0.38% Reduce -40.2% 5,557 $1.4M
Centric Wealth Management 0.34% Add +264.8% 5,290 $1.4M
Whitaker-Myers Wealth Managers, LTD. 0.35% Add +21.3% 5,515 $1.4M
YHB Investment Advisors, Inc. 0.11% Add +152.5% 5,477 $1.4M
Bangor Savings Bank 0.12% Reduce -11.4% 5,474 $1.4M
Silvercrest Asset Management Group LLC 0.01% Add +3.5% 5,467 $1.4M
Garde Capital, Inc. 0.07% Reduce -0.5% 5,450 $1.4M
Tyche Wealth Partners LLC 0.28% Add +5.0% 5,446 $1.4M
Total Wealth Planning & Management, Inc. 1.19% Add +107.6% 5,432 $1.4M
GC Wealth Management RIA, LLC 0.11% Add +27.5% 5,430 $1.4M
NCM Capital Management, LLC 0.56% No change 5,426 $1.4M
Lantern Wealth Advisors, LLC 0.82% — 5,416 $1.4M
Total Clarity Wealth Management, Inc. 0.39% Reduce -1.5% 5,405 $1.4M
Luminist Capital LLC 1.36% Add +125.2% 5,452 $1.4M
PDS Planning, Inc 0.10% Add +0.2% 5,391 $1.4M
Horizon Family Wealth, Inc. 0.83% Add +0.2% 5,376 $1.4M
National Philanthropic Trust 0.02% Add +0.0% 5,306 $1.3M
Maia Wealth LLC 0.26% Add +27.4% 5,297 $1.3M
Solstein Capital, LLC 0.69% No change 5,297 $1.3M
Element Pointe Advisors, LLC 0.32% No change 5,258 $1.3M
F/m Investments LLC 0.05% Add +19.5% 5,256 $1.3M
Three Magnolias Financial Advisors, LLC 0.92% Reduce -2.8% 5,241 $1.3M
Empowered Funds, LLC 0.01% New 5,237 $1.3M
Chemistry Wealth Management LLC 0.28% Add +5.5% 5,220 $1.3M
Cyndeo Wealth Partners, LLC 0.08% Reduce -1.3% 5,205 $1.3M
1900 Wealth Management LLC 0.10% Add +0.1% 5,192 $1.3M
M.E. Allison & Co., Inc. 1.06% Add +30.3% 5,189 $1.3M
Glen Eagle Advisors, LLC 0.20% Reduce -0.4% 5,188 $1.3M
Laird Norton Wetherby Wealth Management, LLC 0.06% — 5,162 $1.3M
Newman Dignan & Sheerar, Inc. 0.30% Add +4.8% 5,158 $1.3M
Fourpath Capital Management, LLC 0.20% Add +10.7% 5,134 $1.3M
Nemes Rush Group LLC 0.14% Reduce -0.1% 5,106 $1.3M
Flywheel Private Wealth LLC 1.04% Reduce -19.4% 5,102 $1.3M
Strategic Wealth Partners, Ltd. 0.10% — 5,086 $1.3M
Brown Brothers Harriman & Co. 0.01% Add +32.1% 5,084 $1.3M
Hilltop National Bank 0.34% — 5,077 $1.3M
Private Wealth Asset Management, LLC 0.17% Reduce -5.3% 5,068 $1.3M
Calamos Wealth Management LLC 0.06% Add +2.5% 5,058 $1.3M
Mather Group, Llc. 0.01% Add +43.5% 5,048 $1.3M
Burke & Herbert Bank & Trust Co. 0.29% No change 5,045 $1.3M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.46% No change 4,800 $1.3M
First National Bank of Mount Dora, Trust Investment Services 0.29% Reduce -8.8% 5,014 $1.3M
Nadler Financial Group, Inc. 0.13% Add +7.5% 5,006 $1.3M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -4.7% 4,999 $1.3M
Ackerman Asset Management, LLC 1.01% No change 4,996 $1.3M
Sagespring Wealth Partners, LLC 0.03% Reduce -9.1% 4,989 $1.3M
Grantvest Financial Group LLC 0.94% Add +0.2% 4,985 $1.3M
River Wealth Advisors LLC 0.16% Reduce -3.9% 4,982 $1.3M
Highland Capital Management, LLC 0.07% Reduce -9.8% 4,970 $1.3M
Quadrant Private Wealth Management, LLC 0.26% Add +6.5% 4,967 $1.3M
Penobscot Wealth Management 0.45% Reduce -5.2% 4,964 $1.3M
Parisi Gray Wealth Management 0.36% Add +0.0% 4,963 $1.3M
Sweeney & Michel, LLC 0.45% Add +0.2% 4,912 $1.3M
Austin Private Wealth, LLC 0.10% Reduce -4.9% 4,958 $1.3M
Choate Investment Advisors 0.03% Add +7.9% 4,957 $1.3M
Triangle Securities Wealth Management 0.31% Add +2.6% 4,950 $1.3M
Hourglass Capital, LLC 0.31% Reduce -7.5% 4,930 $1.2M
Howland Capital Management LLC 0.05% Reduce -13.3% 4,906 $1.2M
Boothe Investment Group, Inc. 0.47% New 4,898 $1.2M
Legacy Edge Advisors, LLC 0.16% Reduce -3.7% 4,871 $1.2M
Dorsey & Whitney Trust CO LLC 0.07% No change 4,849 $1.2M
Jackson Square Capital, LLC 0.27% Add +26.7% 4,834 $1.2M
Centurion Wealth Management LLC 0.35% Reduce -7.8% 4,816 $1.2M
HCR Wealth Advisors 0.14% Reduce -0.3% 4,812 $1.2M
Lunt Capital Management, Inc. 0.47% New 4,806 $1.2M
Endowment Wealth Management, Inc. 0.62% Add +23.3% 4,781 $1.2M
Ascent Group, LLC 0.05% Reduce -12.1% 4,771 $1.2M
New England Private Wealth Advisors LLC 0.18% Reduce -1.3% 4,559 $1.2M
American Institute for Advanced Investment Management, LLP 0.85% Reduce -2.8% 4,750 $1.2M
First Community Trust NA 0.97% No change 4,737 $1.2M
Schmidt P J Investment Management Inc. 0.21% No change 4,723 $1.2M
SOL Capital Management CO 0.12% Add +11.7% 4,691 $1.2M
Investment Management Corp. /Va/ 1.08% Add +0.1% 4,687 $1.2M
Purkiss Capital Advisors LLC 0.66% Add +15.1% 4,663 $1.2M
Russell Investments Group, Ltd. 0.00% Add +27.8% 4,635 $1.2M
Naviter Wealth, LLC 0.14% Add +2.2% 4,614 $1.2M
Contravisory Investment Management, Inc. 0.23% Reduce -23.2% 4,613 $1.2M
Richard W. Paul & Associates, LLC 0.42% Reduce -2.9% 4,612 $1.2M
Plante Moran Financial Advisors, LLC 0.08% Add +1.6% 4,607 $1.2M
Forvis Mazars Wealth Advisors, LLC 0.03% Reduce -7.6% 4,592 $1.2M
MRWM Advisors, LLC 0.73% Add +4.1% 4,584 $1.2M
Bulltick Wealth Management, LLC 0.29% Reduce -8.2% 4,580 $1.2M
Xcel Wealth Management, LLC 0.34% Add +7.3% 4,573 $1.2M
First United Bank & Trust 0.40% Add +4.6% 4,556 $1.2M
Colonial River Investments, LLC 0.50% Reduce -5.7% 4,479 $1.2M
Everett Harris & Co. 0.01% Reduce -2.5% 4,525 $1.1M
Brandywine Oak Private Wealth LLC 0.11% Reduce -2.3% 4,513 $1.1M
Fiduciary Alliance LLC 0.09% Add +41.3% 4,512 $1.1M
Athena Investment Management 0.64% No change 4,510 $1.1M
V2 Financial group LLC 0.69% No change 4,500 $1.1M
Westmount Partners, LLC 0.31% Reduce -0.4% 4,496 $1.1M
Morton Community Bank 0.28% New 4,480 $1.1M
Bearing Point Capital, LLC 0.21% Reduce -8.6% 4,459 $1.1M
Spartan Planning & Wealth Management 0.96% New 4,433 $1.1M
University of Texas/Texas Am Investment Management Co. 0.18% Add +4.6% 4,426 $1.1M
Samalin Investment Counsel, LLC 0.43% Add +5.9% 4,422 $1.1M
Pension & Wealth Management Advisors, Inc. 0.37% Add +0.1% 4,415 $1.1M
BIP Wealth, LLC 0.07% Reduce -4.5% 4,409 $1.1M
Signature Wealth Management Partners, LLC 0.64% No change 4,408 $1.1M
Biltmore Family Office, LLC 0.19% Reduce -6.2% 4,385 $1.1M
Kaydan Wealth Management, Inc. 0.36% Reduce -0.3% 4,383 $1.1M
Seelaus Asset Management LLC 1.00% Reduce -1.9% 4,375 $1.1M
Fjell Capital, LLC 1.02% Add +4.3% 4,356 $1.1M
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -11.7% 4,354 $1.1M
Alley Investment Management Company, LLC 0.13% Reduce -4.8% 4,332 $1.1M
Coyle Financial Counsel LLC 0.29% New 4,319 $1.1M
Raab & Moskowitz Asset Management LLC 0.26% Reduce -1.1% 4,319 $1.1M
Hardy Reed LLC 0.09% No change 4,312 $1.1M
Broyhill Asset Management, LLC 0.99% No change 4,300 $1.1M
MCF Advisors LLC 0.07% No change 4,266 $1.1M
UMB Bank, n.a. 0.02% Reduce -17.4% 4,263 $1.1M
Mairs & Power Inc. 0.01% Add +1.4% 4,246 $1.1M
Intrust Bank NA 0.10% New 4,244 $1.1M
Boreal Capital Management LLC 1.03% — 4,242 $1.1M
Goodman Advisory Group, LLC 0.36% Reduce -14.4% 4,233 $1.1M
Whitener Capital Management, Inc. 0.28% Add +4.1% 4,227 $1.1M
Lowery Thomas, LLC 0.68% Reduce -0.1% 4,204 $1.1M
Lavaca Capital LLC 0.43% No change 4,200 $1.1M
Game Plan Financial Advisors, LLC 0.47% Add +3.7% 4,191 $1.1M
American Trust 0.10% New 4,183 $1.1M
Annex Advisory Services, LLC 0.03% Add +7.0% 4,180 $1.1M
Sapient Capital LLC 0.02% Reduce -9.5% 4,177 $1.1M
Dana Investment Advisors, Inc. 0.04% Add +10.9% 4,174 $1.1M
Pines Wealth Management, LLC 0.37% Add +5.4% 4,111 $1.1M
PMG Wealth Management, Inc. 0.87% Reduce -20.8% 4,163 $1.1M
Pursue Wealth Partners LLC 0.60% No change 4,161 $1.1M
Capital Square, LLC 0.56% Add +3.8% 4,108 $1.1M
Empire Financial Management Company, LLC 0.30% Add +0.2% 4,143 $1.0M
Man Group plc 0.00% Add +600.2% 4,138 $1.0M
GM Advisory Group, LLC 0.05% Reduce -16.5% 4,124 $1.0M
MassMutual Private Wealth & Trust, FSB 0.03% Add +2.8% 4,116 $1.0M
Journey Strategic Wealth LLC 0.03% Add +5.9% 4,087 $1.0M
Geometric Wealth Advisors 0.15% No change 4,078 $1.0M
Benchmark Financial Wealth Advisors, LLC 0.34% Add +0.3% 4,071 $1.0M
Blue Fin Capital, Inc. 0.18% Reduce -0.5% 4,061 $1.0M
Amplius Wealth Advisors, LLC 0.10% No change 4,048 $1.0M
WP Advisors, LLC 0.28% Add +15.1% 4,046 $1.0M
Personal Cfo Solutions, LLC 0.19% New 4,038 $1.0M
Delta Investment Management, LLC 0.20% Add +2.0% 4,026 $1.0M
Pacific Wealth Strategies Group, Inc. 0.67% No change 3,869 $1.0M
Beacon Financial Advisory LLC 0.26% Add +0.1% 4,013 $1.0M
Icon Wealth Advisors, LLC 0.07% Add +0.0% 3,985 $1.0M
Eldridge Investment Advisors, Inc. 0.21% Reduce -1.0% 3,973 $1.0M
Sather Financial Group Inc 0.06% Add +0.3% 3,973 $1.0M
Next Capital Management LLC 0.37% Add +4.1% 3,971 $1.0M
Compagnie Lombard Odier SCmA 0.01% No change 3,970 $1.0M
Strategic Financial Concepts, LLC 0.14% Reduce -23.4% 3,966 $1.0M
Alpha Wealth Funds, LLC 0.94% Reduce -11.3% 3,958 $1.0M
Bluespring Wealth Management, LLC 0.10% No change 3,952 $1.0M
First Wilshire Securities Management Inc. 0.27% No change 3,950 $1.0M
Dopkins Wealth Management, LLC 0.45% Reduce -19.9% 3,927 $995K
Delta Capital Management LLC 0.56% No change 3,925 $994K
J Hagan Capital, Inc. 0.67% Add +223.4% 3,803 $993K
Forza Wealth Management, LLC 0.41% No change 3,905 $989K
MainStreet Investment Advisors LLC 0.14% No change 3,889 $985K
Secure Asset Management, LLC 0.18% Add +14.9% 3,873 $981K
Financial & Tax Architects, LLC 0.24% Add +2.5% 3,870 $980K
MWA Asset Management 0.60% Reduce -2.1% 3,862 $978K
Private Client Services, LLC 0.38% Add +43.4% 3,860 $977K
Edgestream Partners, L.P. 0.03% Add +51.4% 3,859 $977K
Disciplined Investments, LLC 0.41% Reduce -0.2% 3,854 $976K
Galvin, Gaustad & Stein, LLC 0.09% No change 3,850 $975K
Union Bancaire Privee, UBP SA 0.01% Add +22.0% 3,887 $975K
Family Capital Management, Inc. 0.51% Add +0.4% 3,838 $972K
Financial Partners Group, Inc 0.13% Add +0.1% 3,825 $969K
Smith, Moore & Co. 0.08% Add +0.0% 3,820 $967K
ELCO Management Co., LLC 0.51% No change 3,818 $967K
Kohmann Bosshard Financial Services, LLC 0.11% No change 3,809 $965K
Camelot Technology Advisors, Inc. 0.83% Add +0.0% 3,808 $964K
Dale Q Rice Investment Management Ltd 0.80% Reduce -40.1% 3,722 $963K
Diversified Enterprises, LLC 0.07% Add +24.8% 3,798 $962K
Aries Wealth Management 0.25% Reduce -4.1% 3,795 $961K
Hill Island Financial LLC 0.27% No change 3,772 $955K
Sunflower Bank, N.A. 0.24% Reduce -2.9% 3,771 $955K
Sawgrass Asset Management LLC 0.11% No change 3,771 $955K
Prostatis Group LLC 0.27% Reduce -79.3% 3,765 $953K
Yarger Wealth Strategies, LLC 0.50% Add +0.2% 3,762 $953K
Cookson Peirce & Co. Inc. 0.04% Reduce -9.3% 3,757 $951K
Welch & Forbes LLC 0.01% No change 3,754 $951K
Intrepid Financial Planning Group LLC 0.40% No change 3,752 $950K
Alliancebernstein L.P. 0.00% No change 3,751 $950K
Ascentis Independent Advisors 0.18% Add +6.9% 3,736 $946K
Severin Investments, LLC 0.89% Add +0.1% 3,734 $946K
Global Wealth Management Investment Advisory, Inc. 0.18% Add +198.8% 3,714 $940K
Sterling Investment Management, LLC 0.62% Reduce -4.4% 3,711 $940K
Autumn Glory Partners, LLC 0.44% Reduce -1.8% 3,705 $938K
Alpha Cubed Investments, LLC 0.04% Add +2.8% 3,690 $934K
Liberty Square Wealth Partners LLC 0.32% No change 3,688 $934K
First Manhattan Co. Llc. 0.00% Add +37.5% 3,672 $930K
Tranquility Partners, LLC 0.33% No change 3,653 $925K
Chevy Chase Trust Holdings, LLC 0.00% Add +43.4% 3,653 $925K
Summit Financial Wealth Advisors, LLC 0.17% No change 3,649 $924K
Milestone Asset Management, LLC 0.20% Add +91.5% 3,645 $923K
Rossmore Private Capital 0.11% Reduce -4.8% 3,640 $922K
Axim Planning & Wealth 0.84% Add +77.7% 3,639 $922K
Prosperity Wealth Management, Inc. 0.34% Reduce -55.0% 3,625 $918K
Stuart Chaussee & Associates, Inc. 0.21% Add +16.1% 3,614 $915K
Smith Salley Wealth Management 0.05% Add +96.5% 3,613 $915K
Advisors Capital Management, LLC 0.01% Add +52.9% 3,588 $909K
Carret Asset Management, LLC 0.10% Add +5.4% 3,574 $905K
Lewis Asset Management, LLC 0.43% Add +39.7% 3,574 $905K
Saxony Capital Management, LLC 0.69% Add +18.5% 3,573 $905K
Matthew Goff Investment Advisor, LLC 0.17% Add +39.3% 3,572 $904K
First International Bank of Israel Ltd. 0.53% — 3,566 $903K
Resolute Wealth Advisor, Inc. 0.51% — 6,783 $901K
Princeton Global Asset Management LLC 0.16% Add +21.2% 3,526 $893K
Alpha Zero LLC 0.58% Add +0.1% 3,524 $892K
Beaumont Financial Advisors, LLC 0.06% Reduce -3.9% 3,507 $888K
Wealth Group Ltd 0.23% New 3,506 $888K
Oldfather Financial Services, LLC 0.31% Add +37.0% 3,506 $888K
Alpine Woods Capital Investors, LLC 0.21% No change 3,500 $886K
HBK Sorce Advisory LLC 0.02% Add +1.1% 3,495 $885K
FAS Wealth Partners, Inc. 0.07% Add +0.1% 3,489 $884K
Global Strategic Investment Solutions, LLC 0.09% Add +0.1% 3,485 $883K
Royal Fund Management, LLC 0.09% Add +69.6% 3,463 $879K
Councilmark Asset Management, LLC 0.56% No change 3,470 $879K
McAdam, LLC 0.05% Add +36.3% 3,464 $877K
LaFleur & Godfrey LLC 0.11% No change 3,425 $867K
Signature Estate & Investment Advisors LLC 0.02% Add +68.9% 3,424 $867K
Breakwater Capital Group 0.14% Add +0.1% 3,413 $864K
WealthPlan Investment Management, LLC 0.06% Add +2.8% 3,412 $864K
Oxford Financial Group, LTD. LLC 0.05% No change 3,405 $862K
Advisor OS, LLC 0.08% Add +158.9% 3,399 $861K
Hubbell Strickland Wealth Management, LLC 0.38% Add +0.1% 3,398 $860K
Warner Financial, Inc. 0.35% Reduce -7.2% 3,392 $859K
Nvwm, LLC 0.21% No change 3,392 $859K
180 Wealth Advisors, LLC 0.12% Add +7.8% 3,376 $855K
Mascagni Wealth Management, Inc. 0.73% Add +4.6% 3,370 $853K
Midland Wealth Advisors, LLC 0.05% No change 3,364 $852K
PUREfi Wealth, LLC 0.68% Reduce -1.2% 3,360 $851K
Charles Schwab Trust Co 0.06% No change 3,357 $850K
Investmark Advisory Group LLC 0.40% Add +0.2% 3,350 $848K
Daymark Wealth Partners, LLC 0.03% Add +6.8% 3,341 $846K
HTG Investment Advisors, Inc. 0.31% Add +14.2% 3,339 $846K
Brass Tax Wealth Management, Inc. 0.16% Add +213.2% 3,335 $845K
DSG Capital Advisors, LLC 0.15% Reduce -8.3% 3,312 $839K
Balefire, LLC 0.18% Add +239.5% 3,290 $833K
Strait & Sound Wealth Management LLC 0.35% Add +4.5% 3,286 $832K
Tradewinds Capital Management, LLC 0.21% Add +0.9% 3,285 $832K
Financial Freedom, LLC 0.45% Reduce -13.6% 3,284 $832K
MBL Wealth, LLC 0.08% Add +13.9% 3,284 $832K
Haven Private, LLC 0.37% Reduce -16.0% 3,279 $830K
SouthState Bank Corp 0.04% Add +0.4% 3,278 $830K
Ignite Planners, LLC 0.14% Reduce -0.5% 3,178 $829K
Welch Group, LLC 0.03% Reduce -4.2% 3,268 $828K
Cornell Pochily Investment Advisors, Inc. 0.27% Add +0.5% 3,265 $827K
Great Lakes Advisors, LLC 0.01% Reduce -19.6% 3,261 $826K
Blue Trust, Inc. 0.01% Add +205.9% 3,246 $822K
Riggs Asset Managment Co. Inc. 0.20% Add +25.3% 3,238 $820K
Summit Financial Consulting LLC 0.73% Reduce -24.1% 3,228 $817K
Empirical Asset Management, LLC 0.25% Reduce -2.9% 3,190 $808K
17 Capital Partners, LLC 0.47% Reduce -33.7% 3,187 $807K
Pictet North America Advisors SA 0.08% No change 3,187 $807K
Avalon Capital Management 0.22% No change 3,180 $805K
Winthrop Advisory Group LLC 0.08% Add +18.3% 3,176 $804K
Walleye Trading LLC 0.02% Reduce -29.2% 3,176 $804K
Mason & Associates Inc 0.18% Reduce -0.6% 3,164 $801K
Boston Trust Walden Corp 0.01% Reduce -32.3% 3,151 $798K
Independence Bank of Kentucky 0.11% Reduce -0.3% 3,146 $797K
Ellis Investment Partners, LLC 0.15% Add +20.9% 3,145 $796K
Banque Pictet & Cie SA 0.01% No change 3,140 $795K
Main Street Financial Solutions, LLC 0.06% Reduce -4.1% 3,120 $790K
Buska Wealth Management, LLC 0.21% Reduce -89.2% 3,107 $787K
Obermeyer Wealth Partners 0.04% Add +10.7% 3,104 $786K
LeClair Wealth Partners LLC 0.53% Reduce -2.2% 3,101 $785K
Sulzberger Capital Advisors, Inc. 0.92% No change 3,100 $785K
Evergreen Capital Management LLC 0.02% Reduce -3.1% 3,097 $784K
GAMMA Investing LLC 0.05% Add +1.4% 3,092 $783K
Integrated Financial Solutions, Inc. 0.67% — 3,091 $783K
Harvey Capital Management Inc. 0.18% No change 3,110 $781K
St Germain D J Co. Inc. 0.03% Reduce -3.8% 3,053 $773K
Inscription Capital, LLC 0.11% Add +108.0% 3,050 $772K
Embree Financial Group 0.12% Add +0.1% 3,037 $769K
Acorn Financial Advisory Services Inc. 0.13% Reduce -9.1% 3,032 $768K
Vermillion Wealth Management, Inc. 0.36% Reduce -0.7% 3,015 $764K
Global Endowment Management, LP 0.10% Reduce -25.0% 3,000 $760K
Sonora Investment Management Group, LLC 0.06% Reduce -4.4% 3,000 $760K
Nvest Financial, LLC 0.40% New 2,997 $759K
Aspiriant, LLC 0.02% Reduce -3.0% 2,990 $757K
Oxler Private Wealth LLC 0.24% Reduce -1.9% 2,973 $753K
Rebalance, LLC 0.05% Add +0.1% 2,969 $752K
Hanover Advisors Inc. 0.30% Reduce -6.8% 2,953 $748K
WASHINGTON TRUST Co 0.03% No change 2,950 $747K
PCG Wealth Advisors, LLC 0.38% No change 2,939 $744K
Arista Wealth Management, LLC 0.10% No change 2,934 $743K
Truvestments Capital LLC 0.15% Reduce -5.3% 2,915 $738K
HRC Wealth Management, LLC 0.39% Add +0.5% 2,904 $735K
Hazlett, Burt & Watson, Inc. 0.30% No change 2,892 $733K
Fortis Advisors, LLC 0.47% Reduce -2.0% 2,879 $729K
High Net Worth Advisory Group LLC 0.19% Reduce -0.0% 2,860 $725K
O'Brien Wealth Partners LLC 0.11% No change 2,860 $724K
Accredited Investors Inc. 0.04% Reduce -0.2% 2,855 $723K
Farmers & Merchants Investments Inc. 0.02% No change 2,854 $723K
North Capital, Inc. 0.62% Reduce -1.7% 2,853 $722K
Baldwin Investment Management, LLC 0.09% No change 2,850 $722K
Sovereign Financial Group, Inc. 0.15% Add +11.1% 2,847 $721K
Lifeworks Advisors, LLC 0.11% Add +147.7% 2,846 $721K
Vectors Research Management, LLC 0.25% Reduce -6.3% 2,844 $720K
Sovran Advisors, LLC 0.08% Reduce -28.3% 2,808 $720K
FSB Premier Wealth Management, Inc. 0.26% Add +7.6% 2,833 $717K
Roman Butler Fullerton & Co. 0.21% New 2,730 $715K
Private Wealth Partners, LLC 0.06% Add +0.9% 2,817 $713K
Worth Financial Advisory Group, LLC 0.44% Reduce -3.5% 2,810 $712K
Fearless Solutions, LLC dba Best Invest 0.50% New 2,799 $709K
FLC Capital Advisors 0.15% New 2,798 $709K
Astra Wealth Partners LLC 0.57% Add +6.9% 2,797 $708K
Coldstream Capital Management Inc. 0.01% Add +11.3% 2,796 $708K
Brady Family Wealth, LLC 0.22% No change 2,792 $707K
Sandbox Financial Partners, LLC 0.22% Reduce -4.2% 2,789 $706K
New Century Financial Group, LLC 0.82% Reduce -7.8% 2,761 $699K
Clare Market Investments LLC 0.15% Reduce -6.3% 2,741 $694K
Penobscot Investment Management Company, Inc. 0.06% Add +1.9% 2,732 $692K
First Commonwealth Financial Corp 0.15% Add +13.9% 2,731 $692K
Asset Management Group, Inc. 0.12% Reduce -0.6% 2,726 $690K
Pasadena Private Wealth, LLC 0.12% No change 2,710 $686K
SageView Advisory Group, LLC 0.03% Reduce -12.8% 2,598 $686K
Pinnacle Wealth Planning Services, Inc. 0.09% No change 2,703 $684K
Texas Yale Capital Corp. 0.02% No change 2,701 $684K
Investment Partners Asset Management, Inc. 0.48% No change 2,700 $684K
Liberty Wealth Management LLC 0.11% Reduce -3.5% 2,695 $682K
Tableaux LLC 0.39% No change 2,689 $681K
Parkside Financial Bank & Trust 0.07% Add +33.0% 2,687 $680K
Klingman & Associates, LLC 0.04% Add +7.0% 2,680 $679K
Frisch Financial Group, Inc. 0.17% Add +0.1% 2,676 $678K
LWM Advisory Services, LLC 0.47% Reduce -2.6% 2,674 $677K
McElhenny Sheffield Capital Management, LLC 0.18% No change 2,672 $677K
TCFG Wealth Management, LLC 0.31% Add +0.9% 2,671 $676K
Flagship Wealth Advisors, LLC 0.25% No change 2,670 $676K
Clark Capital Management Group, Inc. 0.00% Reduce -19.9% 2,667 $675K
STAR Financial Bank 0.43% Reduce -14.1% 2,661 $674K
Aspen Investment Management Inc 0.28% Reduce -3.4% 2,658 $673K
Dynamic Wealth Strategies, LLC 0.48% Add +2185.3% 2,651 $671K
Northeast Investment Management 0.03% Add +1.2% 2,650 $671K
Community Bank, N.A. 0.09% Add +0.1% 2,650 $671K
Granite Bay Wealth Management, LLC 0.22% Add +17.8% 2,650 $671K
Ackerman Capital Advisors, LLC 0.16% No change 2,647 $670K
Obsidian Personal Planning Solutions LLC 0.27% Add +6.7% 2,631 $666K
Mindset Wealth Management, LLC 0.22% Add +80.1% 2,629 $666K
LaSalle St. Investment Advisors, LLC 0.18% Add +10.6% 2,626 $665K
Cambria Investment Management, L.P. 0.04% New 2,622 $664K
Burford Brothers, Inc. 0.30% Reduce -9.1% 2,621 $664K
First Foundation Advisors 0.02% Add +0.4% 2,613 $662K
PBMares Wealth Management LLC 0.12% No change 2,603 $659K
Gryphon Financial Partners LLC 0.09% Add +8.3% 2,599 $658K
Lumbard & Kellner, LLC 0.29% No change 2,599 $658K
Platform Technology Partners 0.17% Add +19.9% 2,591 $656K
American State Bank (Iowa) 0.36% No change 2,587 $655K
HUB Investment Partners, LLC 0.02% Reduce -7.2% 2,583 $654K
Apriem Advisors 0.07% No change 2,583 $654K
American Financial Advisors, LLC 0.09% Add +0.1% 2,580 $653K
Comprehensive Financial Planning, Inc. 0.51% Add +19.8% 2,569 $651K
Jackson Hole Capital Partners, LLC 0.12% No change 2,566 $650K
L & S Advisors Inc 0.07% Reduce -0.5% 2,562 $649K
Taylor & Morgan Wealth Management, LLC 0.44% Reduce -7.6% 2,560 $648K
Ellevest, Inc. 0.10% Reduce -1.0% 2,554 $647K
Advance Capital Management, Inc. 0.03% Reduce -32.4% 2,550 $646K
Diligent Investors, LLC 0.15% Reduce -2.9% 2,548 $645K
Apella Capital, LLC 0.02% Add +60.1% 2,515 $641K
Clearwater Capital Advisors, LLC 0.06% Add +2.4% 2,530 $641K
Lodestone Wealth Management LLC 0.31% Add +1.5% 2,525 $639K
Hanson & Doremus Investment Management 0.09% Add +5.3% 2,519 $638K
Cozad Asset Management Inc. 0.06% No change 2,518 $638K
Confluence Wealth Services, Inc. 0.03% Add +3.7% 2,508 $635K
LS Investment Advisors, LLC 0.09% No change 2,500 $633K
Woodstock Corp. 0.06% No change 2,500 $633K
Burling Wealth Partners, LLC 0.12% No change 2,493 $631K
Lynx Investment Advisory 0.41% Add +0.1% 2,487 $630K
Quadrant Capital Group LLC 0.02% Reduce -9.0% 2,476 $627K
Bellecapital International Ltd. 0.11% No change 2,472 $626K
Mayflower Financial Advisors, LLC 0.09% Reduce -45.7% 2,472 $626K
Comprehensive Financial Consultants Institutional, Inc. 0.21% Add +1.4% 2,471 $626K
My Personal CFO, LLC 0.28% Reduce -28.8% 2,467 $625K
Beacon Capital Management, LLC 0.08% Reduce -10.7% 2,466 $624K
Heritage Trust Co 0.07% No change 2,456 $622K
Gallacher Capital Management LLC 0.29% Add +41.8% 2,454 $622K
Trust Co. of Vermont 0.03% No change 2,450 $620K
WealthPLAN Partners, LLC 0.10% Add +50.2% 2,447 $620K
Goelzer Investment Management, Inc. 0.03% Reduce -8.3% 2,442 $618K
Avalon Trust Co 0.05% Add +69.4% 2,441 $618K
Performance Wealth Partners, LLC 0.02% Reduce -7.2% 2,441 $618K
Wellington Shields & Co., LLC 0.17% No change 2,431 $616K
Clear Harbor Asset Management, LLC 0.05% Add +5.0% 2,425 $614K
XTX Topco Ltd 0.03% Reduce -18.9% 2,419 $613K
Cadent Capital Advisors, LLC 0.20% Add +87.1% 2,406 $609K
Root Financial Partners, LLC 0.06% Add +40.9% 2,404 $609K
Hoxton Planning & Management, LLC 0.21% No change 2,400 $608K
Lakeridge Wealth Management LLC 0.28% Reduce -2.2% 2,395 $607K
Welch Capital Partners LLC 0.13% No change 2,390 $605K
Aviance Capital Partners, LLC 0.08% Reduce -36.7% 2,382 $603K
Alesco Advisors, LLC, An ESL Co 0.02% No change 2,379 $602K
Physician Wealth Advisors, Inc. 0.09% Add +0.1% 2,378 $602K
Wambolt & Associates, LLC 0.20% Reduce -1.5% 2,389 $600K
Heritage Family Offices, LLP 0.30% No change 2,905 $599K
Dagco, Inc. 0.17% New 2,366 $599K
Montis Financial, LLC 0.17% Add +50.9% 2,364 $599K
Stonegate Investment Group, LLC 0.01% Add +8.7% 2,360 $598K
Brick & Kyle, Associates 0.27% Reduce -2.0% 2,241 $597K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 2,354 $596K
TrueWealth Advisors, LLC 0.18% Reduce -5.1% 2,351 $595K
WealthBridge Capital Management, LLC 0.15% Reduce -0.2% 2,347 $594K
Meridian Financial Advisors, LLC 0.38% Add +6.6% 2,345 $594K
Gsa Capital Partners LLP 0.04% Reduce -17.4% 2,338 $592K
Goepper Burkhardt LLC 0.22% Reduce -2.5% 2,336 $592K
Collaborative Wealth Managment Inc. 0.26% Reduce -34.3% 2,335 $591K
Tolleson Wealth Management, Inc. 0.10% Add +13.5% 2,334 $591K
First Command Advisory Services, Inc. 0.01% Reduce -10.3% 2,328 $590K
Tyler-Stone Wealth Management 0.09% Reduce -0.8% 2,324 $588K
Northeast Financial Group, Inc. 0.19% Add +1.6% 2,313 $586K
Leavell Investment Management, Inc. 0.03% Reduce -3.8% 2,313 $586K
Mine & Arao Wealth Creation & Management, LLC. 0.26% No change 2,304 $584K
Prospect Financial Services LLC 0.36% Reduce -57.4% 2,294 $581K
BNC Wealth Management, LLC 0.17% Add +0.3% 2,292 $580K
HM Payson & Co. 0.01% No change 2,289 $580K
Shufro Rose & Co. LLC 0.05% No change 2,802 $579K
Dearborn Partners LLC 0.03% Add +0.2% 2,284 $578K
OneAscent Family Office, LLC 0.55% Add +2.0% 2,282 $578K
Traction Financial Partners, LLC 0.39% Reduce -9.9% 2,280 $577K
Symphony Financial, Ltd. Co. 0.08% New 2,880 $577K
Breakwater Investment Management 0.22% No change 2,273 $576K
Thoroughbred Financial Services, LLC 0.04% Reduce -13.5% 2,267 $574K
Claro Advisors Inc. 0.09% Reduce -66.3% 2,264 $573K
Black Maple Capital Management LP 0.40% No change 2,260 $572K
Ullmann Wealth Partners Group, LLC 0.07% Add +0.0% 2,256 $571K
Burney Co./ 0.02% Add +93.4% 2,238 $567K
Y.D. More Investments Ltd 0.04% Reduce -1.8% 2,240 $567K
Gray Private Wealth, LLC 0.30% Add +13.3% 2,235 $566K
Cottage Street Advisors LLC 0.29% Reduce -4.1% 2,219 $562K
Townsend Asset Management Corp. /NC/ 0.20% Reduce -24.2% 2,215 $561K
Holderness Investments Co. 0.12% Add +2.8% 2,210 $560K
SOA Wealth Advisors, LLC. 0.10% Reduce -4.0% 2,209 $559K
Insight Advisors, LLC/ PA 0.09% Reduce -6.4% 2,205 $558K
Cypress Asset Management Inc. 0.13% No change 2,194 $556K
Register Financial Advisors LLC 0.24% Reduce -0.6% 2,192 $555K
Summit X, LLC 0.10% Add +1.0% 2,192 $555K
First International Bank & Trust 0.19% No change 2,178 $552K
First Nebraska Trust Co 0.05% No change 2,175 $551K
Latitude Advisors, LLC 0.28% Add +2.7% 2,171 $550K
Addison Advisors LLC 0.14% No change 2,166 $548K
Paladin Advisory Group, LLC 0.42% No change 2,165 $548K
Talisman Wealth Advisors LLC 0.50% Reduce -5.6% 2,165 $548K
Smith & Howard Wealth Management, LLC 0.14% No change 2,162 $547K
Magnolia Capital Advisors LLC 0.14% Add +16.8% 2,159 $547K
Fusion Capital, LLC 0.19% Reduce -1.1% 2,148 $544K
Kuhn & Co Investment Counsel 0.41% Add +3.0% 2,144 $543K
Omnitrust Wealth Management, Inc 0.64% — 2,840 $541K
CRA Financial Services, LLC 0.08% No change 2,129 $539K
Vicus Capital 0.04% Add +0.1% 2,121 $537K
Traynor Capital Management, Inc. 0.04% Add +3.7% 2,135 $536K
Farmers National Bank 0.14% No change 2,110 $534K
Hantz Financial Services, Inc. 0.01% Add +41.6% 2,107 $534K
Moisand Fitzgerald Tamayo, LLC 0.07% No change 2,107 $534K
Pinnacle Bancorp, Inc. 0.16% Reduce -5.7% 2,104 $533K
Canal Capital Management, LLC 0.08% New 2,103 $532K
Magnolia Private Wealth, LLC 0.41% Reduce -2.3% 2,095 $531K
Global Financial Private Client, LLC 0.20% Reduce -0.1% 2,092 $530K
Quartz Partners, LLC 0.24% Reduce -30.8% 2,089 $529K
Wealthquest Corp 0.04% No change 2,077 $526K
Longview Financial Advisors LLC 0.33% Reduce -0.1% 2,056 $521K
Guidance Point Advisors, LLC 0.14% Add +0.2% 2,055 $520K
Yeomans Consulting Group, Inc. 0.21% Add +1.7% 2,065 $518K
Manhattan West Asset Management, LLC 0.12% Reduce -55.5% 2,043 $517K
Keystone Financial Services 0.18% No change 2,035 $515K
Trust Co. of Oklahoma 0.16% Reduce -2.5% 2,026 $513K
Valley Wealth Managers, Inc. 0.04% Reduce -6.5% 2,025 $513K
NorthCrest Asset Manangement, LLC 0.01% Reduce -4.2% 1,992 $512K
Trexquant Investment LP 0.01% Add +90.7% 2,018 $511K
Brueske Advisory Services, LLC 0.35% New 2,015 $510K
Centricity Wealth Management, LLC 0.41% Reduce -16.3% 2,013 $510K
JGP Wealth Management, LLC 0.06% No change 2,005 $508K
Seven Mile Advisory 0.30% No change 2,000 $506K
Archer Investment Corp 0.12% No change 1,994 $505K
Ascent Wealth Partners, LLC 0.06% Add +60.6% 1,992 $504K
Cooper Financial Group 0.06% Reduce -61.7% 1,990 $504K
Elevated Capital Advisors, LLC 0.14% No change 2,436 $503K
Cape Investment Advisory, Inc. 0.18% Add +0.1% 1,981 $502K
Congress Asset Management Co. 0.00% No change 1,980 $501K
FSM Wealth Advisors, LLC 0.08% Reduce -30.4% 1,964 $501K
Mirador Capital Partners LP 0.08% Reduce -3.4% 1,976 $500K
Libra Wealth LLC 0.16% Add +97.5% 1,975 $500K
Stanich Group LLC 0.45% Reduce -12.3% 1,951 $499K
Cary Street Partners Investment Advisory LLC 0.24% Reduce -18.8% 1,961 $497K
LexAurum Advisors, LLC 0.08% Reduce -13.3% 1,958 $496K
Capital Wealth Alliance, LLC 0.27% New 1,947 $493K
SlateStone Wealth, LLC 0.05% Reduce -0.8% 1,947 $493K
Coppell Advisory Solutions LLC 0.06% New 1,966 $493K
Mainstream Capital Management LLC 0.36% No change 1,946 $493K
SS&H Financial Advisors, Inc. 0.16% Reduce -36.1% 1,932 $489K
IPG Investment Advisors LLC 0.10% Add +3.8% 1,923 $487K
Compass Wealth Management LLC 0.12% Reduce -29.6% 1,918 $486K
White Lighthouse Investment Management Inc. 0.08% Add +16.0% 1,918 $486K
Kendall Capital Management 0.13% No change 1,913 $484K
Frazier Financial Advisors, LLC 0.34% Reduce -4.5% 1,897 $480K
Asset Allocation Strategies LLC 0.11% Add +11.4% 1,896 $480K
Townsquare Capital LLC 0.05% Reduce -88.8% 1,893 $479K
Mitchell McLeod Pugh & Williams Inc. 0.09% Reduce -12.1% 1,889 $478K
Floyd Financial Group LLC 0.44% Add +11.2% 1,860 $478K
Cathy Pareto & Associates, Inc. 0.39% Reduce -0.2% 1,876 $475K
Hudson Capital Management LLC 0.14% New 1,871 $474K
McIlrath & Eck, LLC 0.05% Add +0.3% 1,869 $473K
Paragon Capital Management LLC 0.24% Add +24.0% 1,863 $472K
Cape Cod Five Cents Savings Bank 0.04% No change 2,088 $471K
WT Wealth Management 0.14% No change 1,861 $471K
Huntleigh Advisors, Inc. 0.09% No change 1,856 $470K
Waldron Private Wealth LLC 0.02% No change 1,854 $470K
Atlantic Edge Private Wealth Management, LLC 0.13% No change 1,853 $469K
BCS Wealth Management 0.10% No change 1,852 $469K
Global Wealth Strategies & Associates 0.13% Reduce -0.5% 1,850 $468K
Fischer Investment Strategies, LLC 0.31% Reduce -59.3% 1,845 $467K
Harbor Asset Planning, Inc. 0.45% — 1,844 $467K
Alaethes Wealth, LLC 0.14% Reduce -66.8% 1,833 $464K
Glass Jacobson Investment Advisors llc 0.18% Reduce -78.3% 1,828 $463K
Foundation Wealth Management, LLC 0.32% Add +0.2% 1,828 $463K
Cabana LLC 2.65% Reduce -57.2% 1,820 $461K
Betterment LLC 0.00% Reduce -2.9% 1,819 $461K
JDM Financial Group LLC 0.22% Add +12.9% 1,814 $459K
Private Capital Advisors, Inc. 0.06% Add +0.2% 1,813 $459K
Oakwell Private Wealth Management, LLC 0.11% No change 1,807 $458K
Topsail Wealth Management, LLC 0.08% No change 1,806 $457K
Creekside Partners 0.22% Reduce -3.1% 1,803 $456K
Hall Capital Management Co. Inc. 0.19% No change 1,800 $456K
Schneider Downs Wealth Management Advisors, LP 0.07% No change 1,799 $456K
WealthTrust Axiom LLC 0.13% No change 1,797 $455K
Romano Brothers and Company 0.06% No change 1,793 $454K
Slagle Financial, LLC 0.18% Add +0.1% 1,787 $452K
Armstrong Advisory Group, Inc. 0.03% Reduce -1.0% 1,782 $451K
Tanglewood Legacy Advisors, LLC 0.18% No change 1,780 $451K
FORM Wealth Advisors, LLC 0.05% No change 1,780 $451K
Bell Investment Advisors, Inc 0.08% Add +39.1% 1,779 $450K
Angeles Wealth Management, LLC 0.03% Add +622.8% 1,778 $450K
KFG Wealth Management, LLC 0.07% Add +0.2% 1,774 $449K
Activest Wealth Management 0.11% Reduce -73.6% 1,766 $447K
First Pacific Financial 0.07% Reduce -24.3% 1,765 $447K
Wilkins Miller Wealth Management, LLC 0.30% Add +0.1% 1,760 $446K
Home Federal Bank of Tennessee 0.13% No change 1,760 $446K
Summit Wealth Group LLC / Co. 0.11% — 1,758 $445K
MIdWestOne Financial Group, Inc. 0.06% No change 1,757 $445K
Seed Wealth Management, Inc. 0.33% No change 1,751 $443K
Continuum Advisory, LLC 0.05% Reduce -3.6% 1,749 $443K
Standard Family Office LLC 0.52% No change 1,744 $442K
Outlook Wealth Advisors, LLC 0.11% Reduce -11.7% 1,739 $440K
Integrated Capital Management, LLC 0.21% Add +1.1% 1,686 $440K
Integrated Investment Consultants, LLC 0.09% Add +9.3% 1,737 $440K
Lowe Brockenbrough & Co. Inc. 0.02% Reduce -20.0% 1,737 $440K
1ST Source Bank 0.02% No change 1,736 $440K
Two West Capital Advisors LLC 0.29% Add +5.5% 1,678 $440K
Harmony Asset Management LLC 0.16% Add +36.5% 1,735 $439K
Financial Council, LLC 0.21% No change 1,733 $439K
Affiance Financial, LLC 0.09% New 1,730 $438K
Viawealth, LLC 0.26% Reduce -0.1% 1,718 $435K
Stevens Capital Partners 0.16% Add +65.8% 1,648 $434K
TruWealth Advisors, LLC 0.02% No change 1,708 $433K
Trinity Financial Advisors LLC 0.13% No change 1,706 $432K
Arlington Capital Management, Inc. 0.37% Reduce -80.1% 1,704 $431K
T. Rowe Price Associates Inc. 0.00% No change 1,700 $431K
USA Financial Formulas 0.07% Add +4.3% 1,693 $429K
Legacy Financial Group, Inc. 0.13% Reduce -8.5% 1,692 $428K
Strategies Wealth Advisors, LLC 0.05% Reduce -26.0% 1,692 $428K
Beacon Financial Group 0.04% No change 1,688 $427K
Maseco LLP 0.02% — 1,688 $427K
Adamsbrown Wealth Consultants LLC 0.12% Reduce -1.6% 1,684 $426K
Meeder Advisory Services, Inc. 0.02% Reduce -2.5% 1,683 $426K
Charter Oak Capital Management, LLC 0.04% Reduce -0.4% 1,678 $425K
Semitam Bonam LLC 0.40% — 1,675 $424K
Triumph Capital Management 0.13% Reduce -26.3% 1,673 $424K
Colonial Trust Advisors 0.03% Reduce -7.0% 1,670 $423K
Accel Wealth Management 0.14% Add +11.5% 1,668 $422K
Procyon Advisors, LLC 0.04% Reduce -11.2% 1,668 $422K
Wela Strategies, Inc. 0.17% Add +2.0% 1,667 $422K
Coordinated Financial Services, Inc. 0.30% — 1,665 $422K
Beaird Harris Wealth Management, LLC 0.03% Add +151.8% 1,659 $420K
Parthenon LLC 0.05% Reduce -2.9% 1,650 $418K
Measured Risk Portfolios, Inc. 0.47% Add +1.7% 1,644 $416K
Darden Wealth Group Inc 0.25% Add +2.6% 1,643 $416K
Goldstone Financial Group, LLC 0.05% Add +2.7% 1,617 $416K
IMA Advisory Services, Inc. 0.04% No change 1,638 $415K
Long Island Wealth Management, Inc. 0.22% Add +50.0% 1,637 $415K
Williams & Novak, LLC 0.35% Reduce -22.3% 1,636 $414K
Silverlake Wealth Management LLC 0.12% Add +31.5% 1,635 $414K
Florida Trust Wealth Management Co 0.01% Add +4.1% 1,634 $414K
Paulson Wealth Management Inc. 0.11% Reduce -0.1% 1,631 $413K
Geneva Partners, LLC 0.16% Add +1.4% 1,627 $412K
Ruggaard & Associates LLC 0.17% No change 1,623 $411K
Everhart Financial Group, Inc. 0.05% Reduce -0.3% 1,617 $409K
Old North State Trust, LLC 0.28% No change 1,597 $404K
WMG Financial Advisors, LLC 0.15% No change 1,594 $404K
TFB Advisors LLC 0.11% Add +11.0% 1,591 $403K
Vishria Bird Financial Group, LLC 0.13% No change 1,586 $402K
Douglass Winthrop Advisors, LLC 0.01% No change 1,586 $402K
Stephens Consulting, LLC 0.10% Add +0.1% 1,582 $401K
Trail Ridge Investment Advisors, LLC 0.19% Add +21.2% 1,523 $400K
Fonville Wealth Management LLC 0.10% Add +1.1% 1,577 $399K
Avantra Family Wealth, Inc. 0.33% Reduce -0.3% 1,575 $399K
VERITY Wealth Advisors 0.27% No change 1,575 $399K
Gill Capital Partners, LLC 0.13% No change 1,575 $399K
Rice Partnership, LLC 0.07% Add +14.6% 1,573 $398K
Smith Chas P & Associates Pa Cpas 0.02% Reduce -18.3% 1,573 $398K
Trust Point Inc. 0.04% Reduce -13.3% 1,572 $398K
Park National Corp. 0.01% Add +25.4% 1,572 $398K
Gries Financial LLC 0.07% Reduce -1.0% 1,562 $396K
Pathway Financial Advisers, LLC 0.13% Reduce -1.7% 1,561 $395K
Barrett & Company, Inc. 0.15% No change 1,561 $395K
Cadence Wealth Management LLC 0.26% Add +17.2% 1,560 $395K
Collective Family Office LLC 0.10% Reduce -16.2% 1,555 $394K
Lincoln Capital Corp. 0.15% Reduce -64.7% 1,553 $393K
Clarus Group, Inc. 0.14% Add +0.1% 1,553 $393K
Asset Planning Services Inc. /La/ 0.18% No change 1,550 $393K
Carl P. Sherr & Co., LLC 0.20% No change 1,550 $393K
Mitchell Sinkler & Starr 0.19% Add +55.0% 1,550 $393K
Iyo Bank, Ltd. 0.16% Reduce -66.6% 1,549 $392K
Ironwood Investment Counsel, LLC 0.06% Add +12.0% 1,547 $392K
Nicolet Bankshares Inc. 0.07% Add +54.5% 1,545 $391K
Primoris Wealth Advisors, LLC 0.27% No change 1,541 $390K
Banque Cantonale Vaudoise 0.02% No change 1,539 $390K
Optivise Advisory Services LLC 0.20% Reduce -0.1% 1,539 $390K
BLVD Private Wealth, LLC 0.36% — 1,528 $387K
Greenwood Capital Associates LLC 0.05% No change 1,524 $386K
JT Stratford LLC 0.06% Add +0.1% 1,523 $386K
Ridgewood Investments LLC 0.17% Add +51.2% 1,515 $384K
Juncture Wealth Strategies, LLC 0.14% Reduce -61.1% 1,514 $383K
Aprio Wealth Management, LLC 0.04% No change 1,511 $383K
Vantage Financial Partners, LLC 0.09% Reduce -5.0% 1,504 $381K
Stone Summit Wealth LLC 0.12% Reduce -0.6% 1,503 $381K
First American Bank 0.03% Add +5.5% 1,502 $380K
RTD Financial Advisors, Inc. 0.05% Reduce -8.4% 1,502 $380K
Aurora Private Wealth, Inc. 0.28% Reduce -1.4% 1,500 $380K
Gruss & Co., LLC 1.78% Add +50.0% 1,500 $380K
Missouri Trust & Investment Co 0.12% Add +88.9% 1,500 $380K
Chatham Capital Group, Inc. 0.06% No change 1,500 $380K
WealthTrust Asset Management, LLC 0.28% Reduce -13.5% 1,492 $378K
Thomasville National Bank 0.03% Reduce -7.8% 1,490 $377K
Bell Bank 0.02% Add +41.2% 1,487 $377K
Shared Vision Wealth Group LLC 0.19% No change 1,432 $376K
Uptick Partners, LLC 0.11% Add +4.6% 1,483 $376K
Vident Advisory, LLC 0.00% Reduce -4.9% 1,482 $375K
MPWM Advisory Solutions, LLC 0.24% Reduce -7.2% 1,480 $375K
Guyasuta Investment Advisors Inc. 0.02% No change 1,478 $374K
ALM First Financial Advisors, LLC 0.08% No change 1,806 $374K
Tradewinds, LLC. 0.28% New 1,473 $373K
Merkkuri Wealth Advisors LLC 0.28% Add +51.9% 1,473 $373K
City National Bank of Florida 0.27% No change 1,472 $373K
Southland Equity Partners LLC 0.08% Reduce -17.4% 1,464 $371K
Simplex Trading, LLC 0.01% Reduce -97.1% 1,465 $370K
Managed Asset Portfolios, LLC 0.05% Reduce -10.5% 1,454 $368K
Greenwich Wealth Management LLC 0.02% Add +16.7% 1,451 $368K
Tennessee Valley Asset Management Partners 0.09% New 1,452 $368K
Synergy Investment Management, LLC 0.22% Reduce -22.4% 1,451 $367K
Norden Group LLC 0.04% Reduce -2.4% 1,448 $367K
Copia Wealth Management 0.31% Reduce -20.0% 1,444 $366K
StrongBox Wealth, LLC 0.14% Reduce -14.8% 1,443 $365K
Caldwell Sutter Capital, Inc. 0.17% No change 1,440 $365K
Client First Investment Management LLC 0.22% New 1,434 $363K
Aldebaran Financial Inc. 0.40% Add +0.3% 1,431 $362K
Ethic Inc. 0.01% No change 1,445 $362K
Iron Gate Global Advisors LLC 0.04% No change 1,430 $362K
Valley National Advisers Inc. 0.06% Reduce -27.0% 1,428 $361K
Garden State Investment Advisory Services LLC 0.10% Add +7.2% 1,423 $361K
Altfest L J & Co. Inc. 0.04% Reduce -0.1% 1,424 $361K
Aerodigm Wealth, LLC 0.17% No change 1,423 $360K
Essex Financial Services, Inc. 0.02% New 1,422 $360K
Farrell Financial LLC 0.24% Add +0.1% 1,420 $360K
Sebold Capital Management, Inc. 0.22% Reduce -25.9% 1,419 $359K
Tufton Capital Management 0.07% No change 1,419 $359K
Clark Wealth Partners 0.24% Add +6.2% 1,416 $359K
Titleist Asset Management, LLC 0.04% New 1,411 $357K
Howard Financial Services, LTD. 0.05% No change 1,410 $357K
Smith Anglin Financial, LLC 0.03% Reduce -17.7% 1,410 $357K
Pacific Center for Financial Services 0.10% No change 1,405 $356K
Opulen Financial Group LLC 0.29% Reduce -5.8% 1,403 $355K
Nilsine Partners, LLC 0.04% No change 1,400 $355K
Equita Financial Network, Inc. 0.14% No change 1,395 $353K
Axos Invest Inc. 0.27% Reduce -15.4% 1,390 $352K
KWB Wealth 0.04% Reduce -34.0% 1,702 $351K
Smith Thornton Advisors LLC 0.20% No change 1,385 $351K
Wetzel Investment Advisors, Inc. 0.16% Reduce -8.8% 1,385 $351K
SK Wealth Management, LLC 0.15% Reduce -2.3% 1,360 $351K
Means Investment Co., Inc. 0.03% Reduce -1.1% 1,380 $350K
HMS Capital Management, LLC 0.16% Reduce -21.3% 1,380 $350K
Southeast Asset Advisors, LLC 0.04% No change 1,378 $349K
Crescent Sterling, Ltd. 0.39% Add +4.5% 1,370 $347K
Capital Management Associates, Inc 0.11% Reduce -50.0% 1,369 $347K
Cardiff Park Advisors, LLC 0.03% Add +18.6% 1,368 $347K
FCG Investment Co 0.18% Reduce -25.0% 1,367 $346K
Waterfront Wealth Inc. 0.08% Add +3.7% 1,363 $345K
McCarthy & Cox 0.09% No change 1,362 $345K
Hengehold Capital Management LLC 0.03% Add +18.6% 1,357 $344K
FRG Family Wealth Advisors LLC 0.06% No change 1,349 $342K
Nikulski Financial, Inc. 0.09% No change 1,345 $341K
Peoples Financial Services Corp. 0.17% Reduce -65.5% 1,343 $340K
Hurlow Wealth Management Group, Inc. 0.10% No change 1,337 $339K
Fielder Capital Group LLC 0.09% Reduce -15.9% 1,329 $337K
Strathmore Capital Advisors, Inc. 0.15% — 1,305 $336K
Thompson Davis & Co., Inc. 0.23% New 1,325 $336K
Commonwealth Financial Services, LLC 0.06% Reduce -49.6% 1,323 $335K
Thompson Investment Management, Inc. 0.05% No change 1,323 $335K
Pinnacle Family Advisors, LLC 0.16% New 1,323 $335K
Brown Miller Wealth Management, LLC 0.10% Reduce -60.8% 1,322 $335K
Rodgers & Associates, LTD 0.04% New 1,317 $334K
Rolek Wealth Management LLC 0.29% Add +9.2% 1,311 $332K
MFG Wealth Management, Inc. 0.28% Add +9.9% 1,308 $331K
King Wealth Management Group 0.04% Reduce -7.1% 1,307 $331K
Clearstead Trust, LLC 0.06% Reduce -15.9% 1,305 $330K
Chesley Taft & Associates LLC 0.01% Reduce -3.1% 1,303 $330K
Widmann Financial Services, Inc. 0.23% No change 1,300 $329K
Vestia Personal Wealth Advisors 0.23% No change 1,300 $329K
Octavia Wealth Advisors, LLC 0.04% Add +7.6% 1,300 $329K
Castle Rock Wealth Management, LLC 0.08% Add +9.8% 1,253 $329K
Crux Wealth Advisors 0.14% Add +0.1% 1,297 $329K
Aspire Private Capital, LLC 0.08% No change 1,296 $328K
OLIO Financial Planning 0.10% No change 1,294 $328K
Straight Path Wealth Management 0.11% Add +0.1% 1,293 $328K
Kessler Investment Group, LLC 0.13% No change 1,292 $327K
Fortress Private Ledger, LLC 0.15% Reduce -4.5% 1,289 $327K
Lauer Wealth, LLC 0.27% New 1,235 $326K
Wealth Quarterback LLC 0.15% Reduce -4.1% 1,288 $326K
Ridgecrest Wealth Partners, LLC 0.17% Reduce -1.5% 1,285 $325K
Forte Capital LLC 0.03% Reduce -38.4% 1,280 $324K
Dynamic Financial Group 0.31% No change 1,276 $323K
Joel Adams & Associates, Inc. 0.29% No change 1,275 $323K
Clark Asset Management, LLC 0.04% Add +20.6% 1,275 $323K
GDS Wealth Management 0.02% Add +6.2% 1,271 $322K
Able Wealth Management LLC 0.16% Add +3.2% 1,260 $319K
Peterson Wealth Management 0.19% Reduce -95.6% 1,257 $318K
Wealthstar Advisors, LLC 0.12% No change 1,254 $317K
Capital City Trust Co. 0.08% Reduce -25.3% 1,252 $317K
Coastwise Capital Group, LLC 0.25% Reduce -7.9% 1,252 $317K
Baker Boyer National Bank 0.11% New 1,251 $317K
Cornerstone Financial Group, LLC 0.27% Add +0.2% 1,248 $316K
Hendershot Investments Inc. 0.04% No change 1,242 $315K
Patriot Investment Management Group, Inc. 0.02% No change 1,242 $315K
Clear Creek Financial Management, LLC 0.03% Add +9.6% 1,241 $314K
Diversified Trust Co. 0.01% No change 1,238 $313K
Burns Matteson Capital Management, LLC 0.15% No change 1,236 $313K
Burt Wealth Advisors 0.07% No change 1,235 $313K
MN Wealth Advisors, LLC 0.18% Reduce -4.1% 1,226 $311K
Impact Investors, Inc 0.22% Reduce -9.6% 1,223 $310K
Cove Private Wealth, LLC 0.11% No change 1,220 $309K
Fairview Capital Investment Management, LLC 0.02% No change 1,220 $309K
Paragon Private Wealth Management, LLC 0.12% Reduce -22.6% 1,218 $308K
Legacy Financial Strategies, LLC 0.06% Add +4.5% 1,218 $308K
Gemmer Asset Management LLC 0.03% Add +9.0% 1,206 $305K
TFC Financial Management, Inc. 0.04% Add +0.1% 1,206 $305K
Central Valley Advisors, LLC 0.10% No change 1,205 $305K
Walkner Condon Financial Advisors LLC 0.06% Add +5.1% 1,202 $304K
Bayshore Asset Management, LLC 0.14% No change 1,200 $304K
Second Line Capital, LLC 0.07% Reduce -10.6% 1,199 $304K
Palogic Value Management, L.P. 0.13% No change 1,190 $301K
Flagship Private Wealth, LLC 0.13% Add +0.2% 1,185 $300K
Rosenberg Matthew Hamilton 0.07% No change 1,184 $300K
Arlington Trust Co LLC 0.06% No change 1,180 $299K
Blodgett Wealth Advisors, LLC 0.23% Reduce -6.0% 1,175 $298K
Barnes Wealth Management Group, Inc 0.18% Reduce -0.3% 1,175 $298K
Braun Stacey Associates Inc. 0.01% Reduce -0.4% 1,175 $298K
Opal Wealth Advisors, LLC 0.08% Reduce -3.9% 1,173 $297K
Provident Wealth Management, LLC 0.10% Reduce -0.4% 1,171 $297K
Graves Light Lenhart Wealth, Inc. 0.04% Reduce -13.8% 1,171 $297K
Capital Advisors Wealth Management, LLC 0.05% Add +3.0% 1,169 $296K
Horrell Capital Management, Inc. 0.12% No change 1,169 $296K
Wealth Watch Advisors, INC 0.17% Reduce -1.2% 1,167 $296K
Transce3nd, LLC 0.12% Reduce -45.3% 1,166 $295K
MSH Capital Advisors LLC 0.09% Reduce -15.2% 1,165 $295K
First Hawaiian Bank 0.04% No change 1,165 $295K
Rialto Wealth Management, LLC 0.08% No change 1,163 $295K
Novak & Powell Financial Services, Inc. 0.20% Reduce -28.0% 1,163 $295K
Trivium Point Advisory, LLC 0.03% Reduce -11.8% 1,163 $295K
CVA Family Office, LLC 0.04% Add +46.0% 1,162 $294K
Facet Wealth, Inc. 0.01% Add +7.6% 1,119 $294K
44 Wealth Management LLC 0.10% No change 1,161 $294K
Plan A Wealth LLC 0.17% Reduce -34.7% 1,159 $293K
Maxele Advisors, LLC 0.26% Reduce -3.3% 1,158 $293K
Grove Street Fiduciary, LLC 0.14% No change 1,157 $293K
LJI Wealth Management, LLC 0.05% No change 1,157 $293K
MBE Wealth Management, LLC 0.13% No change 1,156 $293K
Prairie Sky Financial Group LLC 0.16% Reduce -9.8% 1,153 $292K
Private Management Group Inc. 0.01% New 1,153 $292K
Matrix Asset Advisors Inc. 0.03% No change 1,150 $291K
Columbia Bank 0.09% Reduce -9.2% 1,136 $291K
Marshall Financial Group, LLC 0.06% No change 1,142 $291K
Intelligence Driven Advisers, LLC 0.04% No change 1,144 $290K
Affinity Wealth Management LLC 0.05% Add +4.7% 1,144 $290K
Van Hulzen Asset Management, LLC 0.02% Add +12.1% 1,142 $289K
Tortoise Investment Management, LLC 0.03% Reduce -69.0% 1,141 $289K
International Private Wealth Advisors LLC 0.25% New 1,141 $289K
Kellett Wealth Advisors, LLC 0.19% Reduce -35.9% 1,140 $289K
Broadleaf Partners, LLC 0.06% Reduce -0.9% 1,140 $289K
Willner & Heller, LLC 0.24% Reduce -6.1% 1,136 $288K
Summit Wealth & Retirement Planning, Inc. 0.08% New 1,130 $286K
Cornerstone Capital, Inc. 0.03% No change 1,130 $286K
Sterling Group Wealth Management, LLC 0.16% No change 1,128 $286K
Impact Partnership Wealth, LLC 0.05% Add +12.3% 1,128 $286K
Firethorn Wealth Partners, LLC 0.12% Add +0.1% 1,127 $285K
Vista Capital Partners, Inc. 0.03% New 1,120 $284K
Continuum Wealth Advisors, LLC 0.14% Reduce -15.8% 1,118 $283K
Kaye Capital Management 0.11% Add +2.3% 1,117 $283K
Flaharty Asset Management, LLC 0.04% No change 1,115 $282K
Private Capital Management, LLC 0.03% No change 1,110 $281K
Henrickson Nauta Wealth Advisors, Inc. 0.10% Add +0.1% 1,107 $280K
Fox Hill Wealth Management 0.14% Add +0.6% 1,107 $280K
Transcendent Capital Group LLC 0.14% No change 1,104 $280K
Aspen Grove Capital, LLC 0.05% No change 1,102 $279K
Jacksonville Wealth Management, LLC 0.22% No change 1,095 $277K
Weaver Consulting Group 0.08% Reduce -2.0% 1,092 $277K
Blankinship & Foster, LLC 0.06% No change 1,092 $277K
Mountain Capital Investment Advisors Inc. 0.05% Reduce -1.7% 1,095 $275K
Carson Advisory Inc. 0.17% No change 1,083 $274K
D'Orazio & Associates, Inc. 0.04% Add +2.6% 1,082 $274K
BWM Planning, LLC 0.09% Add +0.1% 1,082 $274K
Davidson Kahn Capital Management, LLC 0.18% No change 1,081 $274K
Bedell Frazier Investment Counselling, LLC 0.07% Reduce -2.4% 1,079 $273K
Michels Family Financial, LLC 0.23% Add +2.0% 1,078 $273K
RCS Financial Planning, LLC 0.14% New 1,077 $273K
Peak Asset Management, LLC 0.05% New 1,077 $273K
Evernest Financial Advisors, LLC 0.09% No change 1,075 $272K
Atlas Brown,Inc. 0.09% Reduce -8.5% 1,065 $270K
Albion Financial Group 0.02% No change 1,063 $269K
Bradley & Co. Private Wealth Management, LLC 0.16% No change 1,063 $269K
Endeavor Private Wealth, Inc. 0.13% Reduce -8.3% 1,061 $269K
Dash Acquisitions Inc. 0.06% No change 1,030 $268K
Centerline Wealth Advisors, LLC 0.13% Add +3.5% 1,052 $266K
Apeiron RIA LLC 0.07% Reduce -14.3% 1,050 $266K
Tucker Asset Management LLC 0.08% Reduce -59.8% 1,049 $266K
ORG Partners LLC 0.06% Reduce -12.3% 1,053 $265K
Nicolet Advisory Services, LLC 0.02% Add +0.1% 1,030 $265K
Payne Capital Management, LLC 0.10% No change 1,044 $264K
First Western Trust Bank 0.01% No change 1,042 $264K
Advisory Resource Group 0.05% Add +0.2% 1,042 $264K
Crane Advisory, LLC 0.04% New 1,031 $264K
Compass Financial Services Inc 0.13% Add +0.2% 1,041 $264K
Triad Wealth Partners, LLC 0.05% New 1,037 $263K
Trustees of Dartmouth College 0.07% New 1,035 $262K
Stableford Capital II LLC 0.10% Reduce -11.0% 999 $262K
Eagle Rock Investment Company, LLC 0.04% Add +1.2% 1,032 $261K
HMV Wealth Advisors, LLC 0.17% No change 1,031 $261K
American Investment Services, Inc. 0.07% No change 1,030 $261K
West Bancorporation Inc. 0.16% No change 1,028 $260K
BKM Wealth Management, LLC 0.10% Reduce -1.4% 1,024 $259K
Spinnaker Investment Group, LLC 0.06% Reduce -2.9% 1,021 $259K
InvesTrust 0.10% No change 1,020 $258K
Petros Family Wealth, LLC 0.24% No change 1,016 $257K
Steigerwald, Gordon & Koch Inc. 0.03% No change 1,015 $257K
Atlantic Private Wealth, LLC 0.17% No change 1,012 $256K
Franklin Street Advisors Inc. 0.02% No change 1,010 $256K
Harbor Group, Inc. 0.05% Add +0.1% 1,011 $256K
GatePass Capital, LLC 0.17% No change 1,010 $256K
SRH Advisors, LLC 0.08% No change 1,007 $255K
Headlands Technologies LLC 0.03% New 1,007 $255K
Resources Management Corp. /CT/ 0.03% Reduce -7.8% 1,008 $255K
Asset Dedication, LLC 0.02% Add +1.2% 1,005 $254K
Cornerstone Planning Group LLC 0.05% Add +1.6% 976 $254K
Linscomb Wealth, Inc. 0.01% Reduce -11.9% 1,002 $254K
Security National Bank of Sioux City Iowa 0.18% No change 1,000 $253K
Ledgewood Wealth Advisors, LLC 0.16% No change 1,000 $253K
Belmont Capital, LLC 0.04% No change 1,000 $253K
Ramirez Asset Management, Inc. 0.04% Reduce -9.1% 1,000 $253K
360 Financial, Inc. 0.08% Add +0.1% 1,000 $253K
CLG LLC 0.08% Add +0.2% 998 $253K
Beirne Wealth Consulting Services, LLC 0.08% No change 996 $252K
Allred Capital Management, LLC 0.09% No change 997 $252K
Chapin Davis, Inc. 0.07% No change 988 $250K
Regency Capital Management Inc.\DE 0.13% Reduce -9.2% 986 $250K
Indiana Trust & Investment Management Co 0.08% No change 984 $249K
Copperwynd Financial, LLC 0.06% New 984 $249K
Northwest Bancshares, Inc. 0.04% Reduce -4.0% 981 $248K
Martel Wealth Advisors LLC 0.05% Reduce -32.4% 979 $248K
Winch Advisory Services, LLC 0.06% Add +0.1% 979 $248K
Focused Wealth Management, Inc 0.03% New 979 $248K
BBR Partners, LLC 0.02% New 977 $247K
Waddell & Associates, LLC 0.03% Reduce -3.5% 975 $247K
Wealth Dimensions Group, Ltd. 0.05% No change 974 $247K
Accelerate Investment Advisors LLC 0.18% Reduce -7.2% 972 $246K
Phillips Financial Management, LLC 0.02% Add +13.0% 971 $246K
Midwest Financial Group LLC 0.13% New 970 $246K
Sightline Wealth Advisors, LLC 0.12% New 963 $244K
Stonebridge Capital Advisors LLC 0.02% Reduce -11.9% 963 $244K
N.E.W. Advisory Services LLC 0.02% Reduce -41.3% 962 $243K
Capital Advantage, Inc. 0.04% Reduce -33.1% 961 $243K
Roof Eidam Maycock Peralta, LLC 0.06% New 960 $243K
Pinnacle Wealth Management, LLC 0.20% New 957 $242K
DF Dent & Co. Inc. 0.00% New 956 $242K
Riverpoint Wealth Management Holdings, LLC 0.06% New 954 $242K
Clean Yield Group 0.07% No change 952 $241K
CAP Partners, LLC 0.15% New 950 $241K
Roberts Glore & Co. Inc. 0.07% New 950 $241K
Allegheny Financial Group 0.05% New 950 $241K
A. D. Beadell Investment Counsel, Inc. 0.18% Reduce -2.6% 950 $240K
Private Wealth Group, LLC 0.13% New 945 $239K
Marks Group Wealth Management, Inc 0.02% New 945 $239K
CFO4Life Group, LLC 0.04% Reduce -19.7% 944 $239K
All Terrain Financial Advisors, LLC 0.09% New 943 $239K
Barnes Dennig Private Wealth Management LLC 0.29% No change 942 $239K
Olistico Wealth, LLC 0.13% Add +0.6% 942 $239K
Essex Bank 0.06% Reduce -11.7% 940 $238K
USAdvisors Wealth Management, LLC 0.09% Reduce -90.7% 943 $238K
Alpha Financial Partners LLC 0.17% Reduce -33.6% 940 $238K
Avaii Wealth Management, LLC 0.10% New 930 $235K
Crescent Grove Advisors, LLC 0.02% New 928 $235K
Eubel Brady & Suttman Asset Management Inc. 0.03% New 927 $235K
Bernard Wealth Management Corp. 0.11% Reduce -48.1% 925 $234K
Hancock Whitney Corp. 0.00% New 925 $234K
Precedent Wealth Partners, LLC 0.06% Reduce -50.0% 920 $233K
Wescott Financial Advisory Group, LLC 0.02% New 918 $233K
National Wealth Management Group, LLC 0.13% Reduce -6.0% 917 $232K
Mogy Joel R Investment Counsel Inc. 0.01% New 916 $232K
McNamara Financial Services, Inc. 0.05% New 915 $232K
Future You Wealth LLC 0.13% New 912 $231K
Morling Financial Advisors, LLC 0.08% New 911 $231K
Werba Rubin Papier Wealth Management 0.04% New 911 $231K
Investors Asset Management of Georgia Inc. /Ga/ 0.11% New 910 $230K
Sageworth Trust Co 0.01% New 910 $230K
Balentine LLC 0.01% No change 909 $230K
Retirement Solution LLC 0.06% New 907 $230K
Invera Wealth Advisors, LLC 0.15% New 906 $229K
Meridian Wealth Partners, LLC 0.03% New 903 $229K
FWL Investment Management, LLC 0.07% No change 902 $228K
Veltria Advisors Corp. 0.15% Reduce -45.0% 900 $228K
Fi3 FINANCIAL ADVISORS, LLC 0.08% New 900 $228K
Atlanta Consulting Group Advisors, LLC 0.06% New 900 $228K
FourThought Financial Partners, LLC 0.02% New 900 $228K
Cheviot Value Management, LLC 0.03% No change 856 $228K
White Pine Investment CO 0.06% Reduce -8.7% 898 $227K
BCU Wealth Advisors, LLC 0.10% New 896 $227K
Lee Danner & Bass Inc. 0.02% New 895 $227K
Edgemoor Investment Advisors, Inc. 0.02% New 895 $227K
Blackston Financial Advisory Group, LLC 0.14% New 887 $225K
Arcus Capital Partners, LLC 0.10% New 886 $224K
CVFG LLC 0.18% New 885 $224K
Investors Research Corp 0.04% No change 885 $224K
GEM Asset Management, LLC 0.11% New 873 $223K
Anfield Capital Management, LLC 0.07% No change 876 $222K
Lokken Investment Group LLC 0.09% New 872 $221K
Harvest Fund Management Co., Ltd 0.01% No change 948 $220K
Doliver Advisors, LP 0.06% New 868 $220K
Shira Ridge Wealth Management 0.10% New 867 $220K
Hamilton Point Investment Advisors, LLC 0.04% No change 866 $219K
Ballast Advisors LLC 0.06% No change 863 $219K
Brooklyn Investment Group 0.03% New 862 $218K
Heritage Investment Group, Inc. 0.04% New 859 $218K
Birchcreek Wealth Management, LLC 0.12% New 858 $217K
American National Bank & Trust 0.02% Add +5.2% 856 $217K
Neville Rodie & Shaw Inc. 0.02% New 853 $216K
Naples Global Advisors, LLC 0.02% New 849 $215K
LongView Wealth Management 0.06% New 838 $212K
W.H. Cornerstone Investments Inc. 0.13% New 837 $212K
Tull Financial Group, Inc. 0.10% New 837 $212K
Davidson Trust Co. 0.10% New 836 $212K
Beacon Investment Advisory Services, Inc. 0.01% New 830 $210K
McRae Capital Management Inc. 0.04% New 829 $210K
Telos Capital Management, Inc. 0.02% New 829 $210K
Financial Management Network Inc. 0.04% New 814 $209K
Bank of Stockton 0.06% New 824 $209K
Select Asset Management & Trust 0.07% New 820 $208K
Cornerstone Select Advisors, LLC 0.18% New 820 $208K
QTR Family Wealth, LLC 0.13% New 814 $206K
LFA - Lugano Financial Advisors SA 0.12% No change 813 $206K
TFR Capital, LLC. 0.07% Reduce -38.4% 813 $206K
Eagle Strategies LLC 0.03% New 813 $206K
Wealth Management Associates, Inc. 0.08% New 811 $205K
Sfmg, LLC 0.02% Reduce -49.7% 810 $205K
Prelude Capital Management, LLC 0.02% New 810 $205K
Osborne Partners Capital Management, LLC 0.01% New 810 $205K
Foster Group, Inc. 0.01% New 809 $205K
FMB Wealth Management 0.10% New 809 $205K
Jim Saulnier & Associates, LLC 0.14% New 808 $205K
Wallington Asset Management, LLC 0.03% New 806 $204K
Veracity Capital LLC 0.07% New 805 $204K
LMG Wealth Partners, LLC 0.04% New 804 $204K
Pin Oak Investment Advisors Inc. 0.17% No change 986 $203K
Pps&v Asset Management Consultants, Inc. 0.13% New 801 $203K
RKL Wealth Management LLC 0.02% New 800 $203K
Strategic Family Wealth Counselors, L.L.C. 0.06% New 800 $203K
Sage Mountain Advisors LLC 0.01% No change 798 $202K
Fiducient Advisors LLC 0.02% New 797 $202K
Ti-Trust, Inc. 0.14% New 796 $202K
West Paces Advisors Inc. 0.04% Add +11.2% 794 $201K
Cordgrass Capital Advisors, LLC 0.05% Reduce -17.7% 793 $201K
Miller Investment Management, LP 0.02% Reduce -18.3% 793 $201K
Better Money Decisions, LLC 0.12% New 791 $200K
Virtue Capital Management, LLC 0.04% New 791 $200K
Ellerson Group Inc. 0.14% New 790 $200K
Optiver Holding B.V. 0.01% New 784 $199K
Creative Capital Management Investments LLC 0.07% No change 742 $188K
Painted Porch Advisors LLC 0.08% No change 736 $186K
LOM Asset Management Ltd 0.06% — 705 $179K
Sava Infond d.o.o. 0.03% No change 700 $177K
Grove Bank & Trust 0.02% No change 700 $177K
Oliver Lagore Vanvalin Investment Group 0.07% — 857 $177K
Northwest Capital Management Inc 0.09% No change 684 $173K
SYM FINANCIAL Corp 0.02% No change 679 $172K
Proffitt & Goodson Inc. 0.03% No change 673 $170K
Perkins Coie Trust Co 0.03% No change 666 $169K
SJS Investment Consulting Inc. 0.03% Reduce -1.6% 663 $168K
Sound Income Strategies, LLC 0.01% Reduce -11.4% 660 $167K
Winthrop Capital Management, LLC 0.04% Add +16.6% 647 $164K
MGB Wealth Management, LLC 0.05% No change 635 $161K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -72.7% 632 $160K
Anchor Investment Management, LLC 0.01% Add +20.4% 625 $158K
Sierra Ocean, LLC 0.11% Reduce -3.9% 623 $158K
Bellevue Asset Management, LLC 0.08% No change 620 $157K
Avion Wealth 0.04% Reduce -13.7% 624 $157K
Integrity Financial Corp 0.08% Add +6.7% 618 $156K
Crowley Wealth Management, Inc. 0.14% No change 600 $152K
Security National Bank 0.03% No change 600 $152K
Quintet Private Bank (Europe) S.A. 0.01% New 600 $152K
Marquette Asset Management, LLC 0.03% No change 598 $151K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Add +91.9% 595 $151K
Tacita Capital Inc 0.10% No change 592 $150K
Smallwood Wealth Investment Management, LLC 0.08% Add +28.8% 582 $147K
Berkshire Money Management, Inc. 0.02% New 581 $147K
Bare Financial Services, Inc 0.05% No change 578 $146K
Versant Capital Management, Inc 0.02% No change 577 $146K
Friedenthal Financial 0.08% No change 574 $145K
Evelyn Partners Asset Management Ltd 0.04% Reduce -4.8% 555 $141K
Berbice Capital Management LLC 0.10% Reduce -47.5% 553 $140K
Evelyn Partners Investment Management LLP 0.00% No change 550 $139K
Glassman Wealth Services 0.02% No change 542 $137K
Blue Bell Private Wealth Management, LLC 0.02% No change 539 $137K
HHM Wealth Advisors, LLC 0.02% No change 531 $134K
Peterson Wealth Services 0.04% No change 524 $133K
First PREMIER Bank 0.03% Reduce -0.2% 522 $132K
Key Financial Inc 0.03% Add +1.6% 516 $131K
Nalls Sherbakoff Group, LLC 0.09% No change 513 $130K
JNBA Financial Advisors 0.01% Add +22.4% 509 $129K
Legacies Wealth LLC 0.08% No change 500 $127K
Twin Peaks Wealth Advisors, LLC 0.04% New 460 $123K
Bulwark Capital Corp 0.10% — 485 $123K
Zions Bancorporation, National Association 0.01% Reduce -46.9% 484 $123K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 468 $119K
WealthCollab, LLC 0.07% No change 462 $117K
Legacy Investment Solutions, LLC 0.06% — 450 $114K
Legacy Wealth Managment, LLC 0.06% Reduce -24.5% 450 $114K
West Branch Capital LLC 0.03% Reduce -3.9% 443 $112K
Roxbury Financial LLC 0.11% Add +14.8% 442 $112K
West Oak Capital, LLC 0.06% No change 440 $111K
BTG Pactual Asset Management US LLC 0.01% Add +114.2% 439 $111K
CBIZ Investment Advisory Services, LLC 0.00% No change 430 $109K
BankPlus Trust Department 0.03% Add +122.4% 427 $108K
Sittner & Nelson, LLC 0.04% No change 425 $108K
Mowery & Schoenfeld Wealth Management, LLC 0.16% No change 400 $101K
Old Second National Bank of Aurora 0.02% No change 400 $101K
Mid-American Wealth Advisory Group, Inc. 0.05% New 396 $100K
RMG Wealth Management LLC 0.02% — 382 $100K
Rothschild Investment LLC 0.01% Add +1.8% 388 $98K
Advanced Asset Management Advisors Inc 0.03% Reduce -3.6% 379 $96K
Bogart Wealth, LLC 0.00% No change 377 $96K
Founders Capital Management 0.06% Add +0.6% 363 $92K
VSM Wealth Advisory, LLC 0.03% Reduce -10.5% 358 $91K
Global Trust Asset Management, LLC 0.05% Reduce -62.8% 352 $89K
Graney & King, LLC 0.06% No change 349 $88K
Hopwood Financial Services, Inc. 0.07% Add +954.5% 348 $88K
Alpine Bank Wealth Management 0.01% New 345 $87K
Vestor Capital, LLC 0.01% Reduce -72.5% 544 $87K
2UniFi Bank 0.05% No change 325 $82K
Knuff & Co LLC 0.03% No change 325 $82K
Gables Capital Management Inc. 0.04% No change 310 $79K
Coastline Trust Co 0.01% No change 305 $77K
Cypress Capital Management LLC (WY) 0.08% No change 304 $77K
Wagner Wealth Management, LLC 0.02% Add +36.5% 299 $76K
Providence Capital Advisors, LLC 0.01% New 298 $75K
Ameritas Investment Partners, Inc. 0.00% Add +1.7% 298 $75K
Ogorek Anthony Joseph /NY/ 0.02% Add +0.3% 293 $74K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -3.8% 282 $71K
Delta Asset Management LLC 0.01% No change 277 $70K
Wellington Shields Capital Management, LLC 0.01% No change 273 $69K
Luken Investment Analytics, LLC 0.03% No change 272 $69K
Toronto Dominion Bank 0.00% Add +49.7% 268 $68K
Matrix Private Capital Group LLC 0.04% Reduce -17.0% 264 $67K
DiNuzzo Private Wealth, Inc. 0.01% No change 260 $66K
Scarborough Advisors, LLC 0.01% New 258 $65K
Optimum Investment Advisors 0.03% Reduce -16.7% 250 $63K
Family Legacy Financial Solutions, LLC 0.05% — 249 $63K
Front Row Advisors LLC 0.02% No change 245 $62K
WFA Asset Management Corp 0.03% Add +0.4% 273 $62K
Park Square Financial Group, LLC 0.04% Add +11.1% 241 $61K
CarsonAllaria Wealth Management, Ltd. 0.03% Reduce -10.2% 239 $61K
Financial Gravity Companies, Inc. 0.01% — 229 $58K
Colonial Trust Co / SC 0.01% No change 228 $58K
Ascentis Wealth Management, LLC 0.02% No change 223 $56K
Total Investment Management Inc. 0.01% New 220 $56K
Keener Financial Planning LLC 0.03% No change 218 $55K
Washington Trust Advisors, Inc. 0.00% No change 217 $55K
Eukles Asset Management 0.02% No change 216 $55K
Investment Research & Advisory Group, Inc. 0.02% No change 212 $54K
Creekmur Asset Management LLC 0.01% Reduce -4.1% 211 $54K
Murphy & Mullick Capital Management Corp 0.04% No change 211 $53K
Legacy Advisors, LLC 0.81% — 12,995 $51K
South Plains Financial, Inc. 0.04% No change 200 $51K
Ssa Swiss Advisors AG 0.02% No change 194 $50K
Trust Co. of Toledo NA 0.01% New 198 $50K
Mascoma Wealth Management LLC 0.01% No change 197 $50K
Fairway Wealth LLC 0.02% No change 196 $50K
Hartford Financial Management Inc. 0.01% Reduce -6.0% 188 $48K
Costello Asset Management, INC 0.02% Add +1.1% 186 $47K
Kiker Wealth Management, LLC 0.03% No change 181 $46K
Quest 10 Wealth Builders, Inc. 0.04% No change 180 $46K
Talon Private Wealth, LLC 0.01% New 180 $46K
Main Street Group, LTD 0.02% Reduce -0.6% 176 $45K
Blume Capital Management, Inc. 0.01% Add +0.6% 176 $44K
Dunhill Financial, LLC 0.01% Add +612.5% 171 $43K
Vision Financial Markets LLC 0.04% Add +0.6% 165 $42K
Rakuten Securities, Inc. 0.02% Add +30.2% 164 $42K
Loomis Sayles & Co. L P 0.00% Reduce -33.5% 161 $41K
Financial Perspectives, Inc 0.01% No change 160 $41K
Carderock Capital Management Inc. 0.01% New 159 $40K
Chung Wu Investment Group, LLC 0.04% New 158 $40K
Quaker Wealth Management, LLC 0.01% — 157 $40K
Elevation Wealth Partners, LLC 0.02% No change 153 $39K
Piscataqua Savings Bank 0.03% No change 148 $37K
Minot DeBlois Advisors LLC 0.03% No change 141 $36K
Steph & Co. 0.01% No change 141 $36K
Tower View Wealth Management LLC 0.02% Add +0.7% 141 $36K
Evolution Wealth Management Inc. 0.04% — 132 $33K
Concord Wealth Partners 0.00% Reduce -49.2% 127 $32K
Capital Investment Counsel, Inc 0.00% No change 125 $32K
Hemington Wealth Management 0.00% New 125 $31K
Rise Advisors, LLC 0.01% New 116 $29K
City State Bank 0.01% No change 115 $29K
DHJJ Financial Advisors, Ltd. 0.01% Add +1514.3% 113 $29K
Union Savings Bank 0.01% Reduce -91.7% 108 $28K
AllSquare Wealth Management LLC 0.02% No change 112 $28K
Smithfield Trust Co 0.00% No change 110 $28K
WPG Advisers, LLC 0.02% No change 109 $28K
REAP Financial Group, LLC 0.01% No change 109 $28K
Millstone Evans Group, LLC 0.02% Add +34.6% 109 $28K
Brown, Lisle/Cummings, Inc. 0.01% No change 108 $27K
Financial Avengers, Inc. 0.01% No change 101 $26K
Silicon Valley Capital Partners 0.00% No change 101 $25K
Evermay Wealth Management LLC 0.00% New 100 $25K
GHP Investment Advisors, Inc. 0.00% No change 100 $25K
Fortis Group Advisors, LLC 0.00% No change 95 $24K
Family Manage LLC 0.00% Add +261.5% 94 $24K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -78.5% 84 $21K
Covestor Ltd 0.01% Reduce -24.1% 82 $21K
Richard Bernstein Advisors LLC 0.00% Reduce -42.5% 81 $21K
Van Eck Associates Corp. 0.00% No change 79 $20K
Richardson Capital Management LLC 0.01% No change 78 $20K
Park Place Capital Corp 0.00% Reduce -62.8% 76 $19K
Delos Wealth Advisors, LLC 0.01% New 75 $19K
Strategic Investment Solutions, Inc. 0.01% No change 72 $18K
Financial Management Professionals, Inc. 0.00% No change 72 $18K
New Millennium Group LLC 0.01% No change 71 $18K
Godsey & Gibb, Inc. 0.00% Reduce -66.3% 65 $16K
Richardson Financial Services Inc. 0.01% Reduce -98.5% 65 $16K
Safe Harbor Fiduciary, LLC 0.01% No change 60 $15K
Wood Tarver Financial Group, LLC 0.00% No change 62 $15K
Accredited Wealth Management, LLC 0.01% No change 57 $15K
Wolff Wiese Magana LLC 0.01% Add +5.6% 57 $14K
Arvest Investments, Inc. 0.00% No change 56 $14K
Core Alternative Capital 0.00% No change 55 $14K
Cedar Mountain Advisors, LLC 0.00% No change 53 $13K
Powell Investment Advisors, LLC 0.00% No change 50 $13K
Sachetta, LLC 0.01% Reduce -66.9% 50 $13K
Pineridge Advisors LLC 0.00% Reduce -50.5% 49 $12K
Kozak & Associates, Inc. 0.00% No change 47 $12K
Lowe Wealth Advisors, LLC 0.00% No change 46 $12K
Hager Investment Management Services, LLC 0.01% No change 43 $11K
Gen-Wealth Partners Inc 0.00% No change 40 $10K
Highline Wealth Partners LLC 0.00% Add +500.0% 36 $9K
Morton Brown Family Wealth, LLC 0.00% Reduce -51.5% 32 $8K
Principia Wealth Advisory, LLC 0.01% Add +314.3% 29 $7K
Daiwa Securities Group Inc. 0.00% Reduce -22.9% 27 $7K
Financially Speaking Inc 0.00% No change 24 $6K
Arcadia Investment Management Corp. 0.00% No change 24 $6K
Orion Capital Management LLC 0.00% No change 22 $6K
Accent Capital Management, LLC 0.00% New 20 $6K
Signature Resources Capital Management, LLC 0.00% No change 22 $6K
American Capital Advisory, LLC 0.00% No change 19 $5K
Tower Research Capital LLC (TRC) 0.00% Reduce -100.0% 19 $5K
Central Pacific Bank - Trust Division 0.00% No change 12 $3K
Cherry Tree Wealth Management, LLC 0.00% No change 10 $3K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 10 $3K
Center for Financial Planning, Inc. 0.00% No change 9 $2K
Semmax Financial Advisors Inc. 0.00% No change 8 $2K
Bridge Generations Wealth Management LLC 0.00% No change 5 $1K
Westend Capital Management, LLC 0.00% No change 5 $1K
Evergreen Private Wealth LLC 0.00% No change 4 $1K
Newton One Investments LLC 0.00% New 3 $760
Decker Retirement Planning Inc. 0.00% New 3 $686
Van Den Berg Management I, Inc. 0.00% New 2 $506
Raleigh Capital Management Inc. 0.00% No change 1 $132

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