SS Technology Select SectorXLKETF

13F holders, Q4 2025 (December 31)
2,487holders +198
150new positions
95sold out
7famous investors
$143.87avg. 13F price*

At the end of Q4 2025, 2,487 institutions reported holding SS Technology Select Sector (XLK) in their 13F filings, up 198 from Q3 2025. 150 opened new positions and 95 sold out. The largest holders were Bank of America Corp. ($3.4B), Wells Fargo & Company ($3.3B) and Morgan Stanley ($2.8B). 7 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
SS Technology Select Sector
Filed as
SELECT SECTOR SPDR TR (Q4 2025)
CUSIP
81369Y803
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions150$833.1M
Exits95$254.9M

All 13F filers, Q3 2025 → Q4 2025: 22,056,848 shares bought and 21,260,177 shares sold, net +796,671 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,487 holders

Bank of America Corp. 0.25% Reduce -1.9% 23,654,593 $3.4B
Wells Fargo & Company 0.64% Reduce -1.6% 22,749,442 $3.3B
Morgan Stanley 0.17% Reduce -8.1% 19,348,529 $2.8B
LPL Financial LLC 0.63% Add +4.0% 15,977,154 $2.3B
Focus Partners Wealth 2.16% Reduce -1.9% 13,123,017 $1.9B
Envestnet Asset Management Inc. 0.50% Add +10.4% 11,665,034 $1.7B
Ameriprise Financial Inc. 0.35% Add +0.5% 10,615,809 $1.5B
UBS Group AG 0.26% Reduce -9.5% 9,232,033 $1.3B
Goldman Sachs Group Inc. 0.17% Reduce -10.6% 8,294,321 $1.2B
JPMorgan Chase & Co. 0.08% Reduce -0.3% 8,228,966 $1.2B
Raymond James Financial Inc. 0.36% Reduce -0.3% 8,118,848 $1.2B
Main Management ETF Advisors, LLC 28.25% Add +2.6% 5,506,430 $792.8M
Royal Bank of Canada 0.14% Reduce -7.5% 5,480,360 $789.0M
Migdal Insurance & Financial Holdings Ltd. 6.25% Add +31.8% 5,053,446 $727.5M
Truist Financial Corp. 0.90% Reduce -7.6% 4,674,923 $673.0M
Janney Montgomery Scott LLC 1.47% Reduce -6.6% 4,443,817 $639.8M
Osaic Holdings, Inc. 0.77% Reduce -2.0% 3,660,409 $527.1M
PGIM Custom Harvest LLC 7.08% Add +0.5% 3,329,405 $479.3M
Northern Trust Corp. 0.06% Add +0.3% 3,236,609 $466.0M
WestEnd Advisors, LLC 10.65% Reduce -12.3% 3,174,950 $457.1M
Harel Insurance Investments & Financial Services Ltd. 3.63% Reduce -32.4% 2,908,013 $418.6M
Two Sigma Investments, LP 0.64% Add +4044.3% 2,801,547 $403.3M
US Bancorp \de 0.46% Reduce -1.3% 2,754,722 $396.6M
Agf Management Ltd. 1.45% Reduce -7.7% 2,305,500 $331.9M
Charles Schwab Investment Management Inc. 0.05% Reduce -6.0% 2,199,745 $316.7M
Nissay Asset Management Corp. /Japan 1.49% Add +83.2% 1,994,050 $287.1M
Rockefeller Capital Management L.P. 0.49% Add +6.5% 1,878,483 $270.4M
Commonwealth Equity Services, LLC 0.36% Add +1.3% 1,865,649 $268.6M
Equitable Holdings, Inc. 1.77% Reduce -3.0% 1,797,171 $258.7M
Cetera Investment Advisers 0.28% Add +8.1% 1,789,348 $257.6M
Stifel Financial Corp. 0.23% Reduce -1.5% 1,737,021 $250.1M
Cerity Partners OCIO LLC 13.25% New 1,663,939 $239.6M
Barclays PLC 0.09% Reduce -4.4% 1,635,404 $235.4M
EP Wealth Advisors, LLC 1.22% — 1,627,052 $234.2M
PNC Financial Services Group, Inc. 0.13% Add +0.3% 1,622,112 $233.5M
State Street Corp. 0.01% Add +59.3% 1,615,491 $232.6M
HighTower Advisors, LLC 0.24% Add +4.4% 1,515,820 $218.2M
Cwm, LLC 0.55% Add +14.1% 1,405,043 $202.3M
Citigroup Inc. 0.14% Reduce -6.8% 1,389,756 $200.1M
Elo Mutual Pension Insurance Co 3.06% New 1,385,115 $199.4M
Menora Mivtachim Holdings LTD. 0.94% Reduce -24.9% 1,384,020 $199.3M
J.Safra Asset Management Corp 10.34% Add +3.9% 1,369,569 $197.2M
KCM Investment Advisors LLC 6.24% Reduce -2.6% 1,343,491 $193.4M
MML Investors Services, LLC 0.47% Add +52.5% 1,340,190 $192.9M
Corient Private Wealth LP 0.26% Add +18.8% 1,333,170 $192.0M
Phoenix Financial Ltd. 1.99% No change 1,277,743 $184.0M
Bank of Montreal 0.08% Add +4.9% 1,277,329 $183.9M
Provida Pension Fund Administrator 3.14% Add +38.7% 1,259,228 $181.3M
RiverFront Investment Group, LLC 2.97% No change 1,250,548 $180.0M
Cambridge Investment Research Advisors, Inc. 0.47% Add +0.3% 1,240,181 $178.5M
Advisory Alpha, LLC 4.57% Add +0.7% 1,166,564 $168.0M
Captrust Financial Advisors 0.32% Reduce -5.8% 1,153,365 $166.0M
Private Advisor Group, LLC 0.78% Add +3.5% 1,151,931 $165.8M
Victory Capital Management Inc. 0.09% Reduce -10.0% 1,122,273 $161.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 3.76% Reduce -0.5% 1,092,203 $157.2M
Mariner, LLC 0.19% Reduce -3.2% 1,084,520 $156.1M
Factory Mutual Insurance Co. 1.49% Reduce -56.6% 1,022,030 $147.1M
1832 Asset Management L.P. 0.19% Reduce -30.3% 1,018,057 $146.6M
Hamilton Capital Partners Inc. 5.03% Add +35.5% 949,756 $136.7M
Bar Harbor Wealth Management 7.78% Reduce -0.6% 935,204 $134.6M
Conservest Capital Advisors, Inc. 11.97% Reduce -2.3% 921,467 $132.7M
SRB Corp. 6.74% Add +6.5% 853,424 $122.9M
Saudi Central Bank 4.58% No change 851,762 $122.6M
BlackRock, Inc. 0.00% Add +5.1% 804,302 $115.8M
71 West Capital Partners 5.31% — 802,629 $115.6M
Cerity Partners LLC 0.17% Add +135.0% 798,927 $115.0M
Spinnaker Trust 6.14% Reduce -0.7% 796,240 $114.6M
Fifth Third Bancorp 0.36% Reduce -1.3% 791,865 $114.0M
Mercer Global Advisors Inc. 0.17% Reduce -8.1% 792,342 $113.6M
Swan Global Investments, LLC 4.93% Reduce -22.0% 723,302 $104.1M
Ashton Thomas Private Wealth, LLC 2.54% Add +4.3% 721,891 $103.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.72% Reduce -6.5% 711,921 $102.7M
Assetmark, Inc. 0.21% Add +7.3% 699,553 $100.7M
Main Management LLC 6.98% Add +3.2% 673,373 $96.9M
Gerber Kawasaki Wealth & Investment Management 3.38% Add +2.0% 672,297 $96.8M
Trek Financial, LLC 5.60% Add +16.1% 671,145 $96.6M
Kestra Advisory Services, LLC 0.40% Add +0.7% 670,020 $96.5M
Tiff Advisory Services, LLC 15.40% Add +223.8% 621,654 $89.5M
Wealth Enhancement Advisory Services, LLC 0.12% Reduce -6.8% 597,132 $87.6M
Parker Investment Management, LLC 11.53% Reduce -5.1% 562,874 $81.0M
Mirae Asset Global Investments Co., Ltd. 0.22% Add +6.5% 553,908 $79.7M
Capital Investment Advisors, LLC 1.19% Reduce -0.3% 542,905 $78.2M
Creative Planning 0.06% Add +2.4% 535,852 $77.1M
Sanctuary Advisors, LLC 0.41% Reduce -0.4% 523,762 $75.4M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 10.27% Reduce -7.4% 514,600 $74.1M
Jones Financial Companies LLLP 0.05% Add +11.1% 514,026 $74.0M
Evolution Wealth Advisors, LLC 7.34% Add +0.2% 505,528 $72.8M
Wharton Business Group, LLC 2.76% Reduce -2.3% 503,949 $72.6M
IMZ Advisory Inc 26.43% Add +0.2% 501,507 $72.2M
CoreCap Advisors, LLC 2.52% Reduce -10.1% 500,378 $72.0M
Krilogy Financial LLC 2.42% Add +2.9% 486,206 $71.0M
Bellwether Advisors, LLC 11.22% Reduce -8.0% 488,352 $70.3M
TD Waterhouse Canada Inc. 0.43% Add +3.3% 475,711 $68.4M
Sumitomo Mitsui Financial Group, Inc. 1.20% New 466,000 $67.8M
HighPoint Advisor Group LLC 1.45% New 459,174 $66.1M
Thrivent Financial for Lutherans 0.11% Add +211.6% 430,093 $62.2M
Meitav Investment House Ltd. 0.71% Add +2.3% 427,247 $61.5M
Salomon & Ludwin, LLC 5.42% Reduce -5.2% 423,981 $61.3M
Trilogy Capital Inc. 2.66% Reduce -28.9% 412,704 $59.4M
FMR LLC 0.00% Add +6.2% 411,789 $59.3M
MAI Capital Management 0.34% Add +23.3% 410,714 $59.1M
&partners 0.31% Add +12.2% 406,800 $58.6M
Lido Advisors, LLC 0.23% Reduce -24.8% 285,926 $58.2M
Quantinno Capital Management LP 0.12% Add +21.1% 402,711 $58.0M
Concurrent Investment Advisors, LLC 0.65% Add +38.3% 394,819 $56.8M
Horizon Wealth Management, LLC 8.62% Add +27.9% 385,594 $55.5M
Lighthouse Financial Services Inc. 12.71% — 383,887 $55.3M
Pathstone Holdings, LLC 0.21% Reduce -14.3% 383,390 $55.2M
Carnegie Investment Counsel 0.98% Add +0.7% 370,688 $53.4M
Comerica Bank 0.21% Reduce -2.3% 370,176 $53.3M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 7.09% Add +6.6% 366,802 $52.8M
Alps Advisors Inc. 0.31% Add +7.5% 365,744 $52.7M
Hollencrest Capital Management 1.82% Reduce -0.6% 365,035 $52.6M
Moment Partners, LLC 10.76% Reduce -0.8% 363,087 $52.3M
Steward Partners Investment Advisory, LLC 0.29% Reduce -17.4% 361,790 $52.1M
Kingsview Wealth Management, LLC 0.75% Reduce -0.5% 360,750 $51.9M
Bank of Nova Scotia 0.08% Add +79.2% 359,660 $51.8M
Commerce Bank 0.28% Reduce -2.9% 357,260 $51.4M
Oppenheimer Asset Management Inc. 0.61% Reduce -1.8% 346,078 $49.8M
Old National Bancorp 0.81% Reduce -3.0% 339,162 $48.8M
Haverford Trust Co 0.43% Reduce -8.6% 332,697 $47.9M
Stillwater Capital Advisors, LLC 5.00% Reduce -1.1% 322,831 $46.5M
Vickerman Investment Advisors, Inc. 8.59% Add +2.1% 298,671 $43.0M
AlphaStar Capital Management, LLC 3.15% Reduce -9.1% 298,012 $42.9M
Asset Advisors Investment Management, LLC 3.90% Add +4.4% 293,484 $42.3M
Citizens Financial Group Inc. 0.56% Reduce -0.8% 292,697 $42.1M
Point72 Asset Management 0.07% Add +46.1% 289,709 $41.7M
Kwmg, LLC 3.60% Reduce -1.5% 289,689 $41.7M
WBH Advisory Inc. 3.09% Add +6.5% 289,404 $41.7M
Baird Financial Group, Inc. 0.06% Reduce -3.5% 288,642 $41.6M
Federation des caisses Desjardins du Quebec 0.16% Add +0.3% 286,755 $41.3M
Petredis Investment Advisors LLC 3.15% Reduce -1.0% 278,875 $40.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% New 277,984 $40.0M
HSBC Holdings PLC 0.02% Add +13.7% 274,540 $39.7M
Janney Capital Management LLC 2.48% Reduce -1.9% 273,794 $39.4M
United Asset Strategies, Inc. 3.03% Reduce -0.2% 272,450 $39.2M
NWF Advisory Services Inc. 4.30% Reduce -2.8% 269,988 $38.9M
Chemung Canal Trust Co. 7.63% Reduce -7.3% 267,672 $38.5M
Brave Asset Management Inc. 9.06% Add +0.2% 266,690 $38.4M
Exchange Traded Concepts, LLC 0.32% Add +51.1% 263,406 $37.9M
Dakota Wealth Management 0.67% Add +3.3% 261,849 $37.7M
Integrated Wealth Concepts LLC 0.45% Reduce -49.0% 261,057 $37.6M
First Interstate Bank 1.97% Reduce -1.3% 255,073 $36.7M
Meiji Yasuda Life Insurance Co 1.06% Add +22.1% 253,797 $36.5M
Prosperity Consulting Group, LLC 1.64% Reduce -1.7% 253,712 $36.5M
Peapack Gladstone Financial Corp. 0.46% Reduce -3.3% 253,669 $36.5M
Ayalon Insurance Comp Ltd. 8.84% No change 253,134 $36.4M
DAVENPORT & Co LLC 0.20% Reduce -4.7% 252,991 $36.4M
Tradewinds Capital Management, LLC 7.59% Add +3730.4% 249,895 $36.0M
Essex LLC 6.36% Add +1.1% 249,344 $35.9M
BNP Paribas Financial Markets 0.02% Reduce -89.6% 248,902 $35.8M
Intrua Financial, LLC 3.90% Add +0.5% 246,816 $35.5M
NewEdge Advisors, LLC 0.13% Add +9.3% 246,200 $35.4M
Yarbrough Capital, LLC 1.09% No change 244,080 $35.1M
ARS Wealth Advisors Group, LLC 3.09% Add +0.6% 238,300 $34.3M
First Horizon Corp. 1.50% Reduce -1.6% 233,621 $33.6M
Martin & Co. Inc. 5.77% Add +2.3% 233,608 $33.6M
Bailard, Inc. 0.74% Reduce -1.3% 233,201 $33.6M
Savvy Advisors, Inc. 1.08% Add +57.0% 232,103 $33.4M
Strategic Point Investment Advisors, LLC 4.59% Add +0.3% 230,551 $33.2M
IHT Wealth Management, LLC 0.80% Add +0.2% 228,682 $32.9M
Tocqueville Asset Management L.P. 0.48% Add +0.9% 227,784 $32.8M
Long Run Wealth Advisors, LLC 6.14% Add +4.0% 226,428 $32.6M
Founders Financial Securities LLC 1.91% Add +23.3% 224,694 $32.3M
Wealthfront Advisers LLC 0.07% Reduce -2.7% 223,279 $32.1M
Biltmore Wealth Management, LLC 11.87% Reduce -2.7% 218,373 $31.4M
J. Goldman & Co LP 1.22% Reduce -30.9% 217,224 $31.3M
Northwestern Mutual Wealth Management Co. 0.02% Add +8.0% 217,200 $31.3M
Independent Financial Group, LLC 0.69% Add +0.3% 216,008 $31.1M
Blair William & Co. 0.08% Add +2.2% 213,897 $30.8M
GTS Securities LLC 1.04% Reduce -11.2% 212,418 $30.6M
Robertson Stephens Wealth Management, LLC 0.86% Add +51.1% 211,272 $30.4M
Gratus Wealth Advisors, LLC 4.21% Reduce -0.8% 211,113 $30.4M
Clarity Financial LLC 2.80% Add +1.7% 209,927 $30.2M
Premier Path Wealth Partners, LLC 3.80% Reduce -10.1% 204,653 $29.5M
Oakworth Capital, Inc. 1.61% Reduce -2.8% 204,449 $29.4M
Advisory Services Network, LLC 0.41% Add +1.4% 201,485 $29.0M
Victory Financial Group, LLC 3.65% Reduce -7.2% 201,261 $29.0M
Van Eck Associates Corp. 0.02% Add +388.8% 200,136 $28.8M
Pinnacle Financial Partners, Inc. 0.21% — 197,144 $28.4M
Horizon Investments, LLC 0.36% Add +18.1% 196,985 $28.4M
Roble, Belko & Company, Inc 3.71% Reduce -0.5% 196,670 $28.3M
Stratos Wealth Partners, LTD. 0.32% Reduce -11.8% 195,803 $28.2M
Orange Investment Advisors, Inc. 3.11% Reduce -1.8% 195,352 $28.1M
GM Advisory Group, LLC 1.10% Add +32.3% 194,530 $28.0M
Fairfield Financial Advisors, LTD 9.11% Reduce -0.9% 194,208 $28.0M
Joel Isaacson & Co., LLC 0.91% Reduce -1.7% 191,586 $27.6M
Cibc World Market Inc. 0.05% Add +3.2% 190,725 $27.5M
Brown Advisory Inc. 0.04% Add +148.6% 190,074 $27.4M
WCG Wealth Advisors LLC 0.77% Add +181.9% 189,913 $27.3M
Generate Investment Management Ltd 1.24% New 189,552 $27.3M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.76% No change 187,346 $27.0M
High Note Wealth, LLC 5.25% Reduce -1.3% 186,281 $26.8M
Black Swift Group, LLC 4.44% Add +2.3% 184,291 $26.6M
PTM Wealth Management, LLC 14.72% Add +2.8% 180,364 $26.1M
Tiller Private Wealth, Inc. 9.26% Reduce -3.8% 180,818 $26.0M
Tiaa Trust, National Association 0.06% Reduce -8.5% 180,717 $26.0M
National Bank of Canada 0.03% Add +78.7% 179,885 $25.8M
Rezny Wealth Management, Inc. 5.53% Reduce -1.0% 178,162 $25.6M
Benjamin Edwards Inc. 0.28% Reduce -0.9% 175,955 $25.3M
RFG Advisory, LLC 0.48% Reduce -22.3% 175,241 $25.2M
Forbes J M & Co. LLP 2.04% No change 174,798 $25.2M
Integrated Advisors Network LLC 1.11% Reduce -3.4% 174,413 $25.1M
Foguth Wealth Management, LLC. 3.88% — 173,275 $25.0M
Franklin Resources Inc. 0.01% Add +52.9% 171,943 $24.8M
Waverly Advisors, LLC 0.20% Add +2.4% 171,528 $24.7M
PFG Investments, LLC 1.16% Add +250.1% 170,618 $24.6M
Daido Life Insurance Co. 3.45% Add +90.2% 170,556 $24.6M
Presper Financial Architects, LLC 13.70% Add +0.8% 168,289 $24.2M
Associated Banc-Corp 0.62% Reduce -0.1% 167,721 $24.1M
Southern Capital Services Inc. 15.19% — 167,433 $24.1M
Great Valley Advisor Group, Inc. 0.46% No change 166,511 $24.0M
Oppenheimer & Co. Inc. 0.34% Add +5.9% 164,494 $23.7M
Spire Wealth Management 0.79% Reduce -3.3% 163,963 $23.6M
Axxcess Wealth Management, LLC 0.42% Add +158.7% 163,667 $23.6M
Nelson Capital Management, LLC 2.75% Add +19.0% 163,088 $23.5M
McKinley Carter Wealth Services, Inc. 1.29% Reduce -16.5% 160,963 $23.2M
TradeWell Securities, LLC. 8.99% Reduce -4.6% 160,389 $23.1M
Cantor Fitzgerald, L. P. 0.69% No change 160,000 $23.0M
United Capital Financial Advisors, LLC 0.14% Add +122.5% 159,345 $22.9M
TCP Asset Management, LLC 3.83% Add +2.8% 157,844 $22.7M
Atria Investments, Inc 0.26% Reduce -16.1% 157,694 $22.7M
Sykon Capital LLC 7.27% Add +47.7% 157,417 $22.7M
Midwest Trust Co 0.28% Add +0.9% 155,449 $22.4M
Susquehanna International Group, LLP 0.03% Add +58.5% 154,367 $22.2M
Allworth Financial LP 0.09% Reduce -3.0% 154,187 $22.2M
NewSquare Capital LLC 1.94% Reduce -12.4% 152,482 $22.0M
J.W. Cole Advisors, Inc. 0.53% Add +3.2% 250,919 $21.9M
AlphaCore Capital LLC 0.49% Reduce -9.4% 152,237 $21.9M
Nations Financial Group Inc, /Ia/ 1.13% Add +2.6% 149,727 $21.6M
Focus Financial Network, Inc. 0.72% Reduce -4.7% 144,067 $20.7M
Flagship Capital Management Inc. 14.47% — 142,080 $20.5M
Rothschild Capital Partners, LLC 4.83% Add +56.4% 141,985 $20.4M
Wellspring Financial Advisors, LLC 1.61% Add +8.2% 141,797 $20.4M
Sequent Asset Management, LLC 8.98% Add +0.1% 140,391 $20.2M
Keybank National Association 0.07% Reduce -0.4% 139,724 $20.1M
Centaurus Financial, Inc. 0.92% Reduce -1.5% 139,316 $20.1M
Destiny Wealth Partners, LLC 2.30% Reduce -0.7% 136,980 $20.0M
Independence Wealth Advisors, LLC 11.19% — 138,203 $19.9M
Caisse de depot et placement du Quebec 0.03% Reduce -10.9% 136,924 $19.7M
Circle Wealth Management, LLC 0.30% Reduce -0.3% 136,590 $19.7M
Socha Financial Group, LLC 9.58% Add +10.8% 136,417 $19.6M
Pittenger & Anderson Inc. 0.76% Reduce -2.3% 136,356 $19.6M
Arkadios Wealth Advisors 0.39% Add +7.3% 136,134 $19.6M
Bonfire Financial 14.58% Add +2.2% 135,595 $19.5M
Maven Securities LTD 2.48% Add +59.3% 135,297 $19.5M
Venturi Wealth Management, LLC 0.86% Add +2.1% 135,348 $19.5M
Composition Wealth, LLC 0.28% Reduce -0.6% 133,209 $19.2M
M&T Bank Corp 0.06% Add +0.8% 132,101 $19.0M
Cresset Asset Management, LLC 0.08% Add +12.5% 131,791 $19.0M
Ameritas Advisory Services, LLC 0.71% Add +421.9% 130,873 $18.8M
O'shaughnessy Asset Management, LLC 0.10% Add +48.0% 129,929 $18.7M
Innealta Capital, LLC 9.87% Reduce -16.0% 126,578 $18.2M
Simmons Bank 1.22% No change 126,377 $18.2M
Apollon Financial, LLC 2.65% Add +2.9% 126,329 $18.2M
Novare Capital Management LLC 1.36% Add +45.0% 125,924 $18.1M
Atlas Capital Advisors Inc. 2.02% — 125,786 $18.1M
NorthRock Partners, LLC 0.31% Add +83.6% 125,435 $18.1M
Affinity Capital Advisors, LLC 2.50% Add +4.3% 125,311 $18.0M
Convergence Financial, LLC 2.60% Reduce -1.0% 123,768 $17.8M
Venture Visionary Partners LLC 0.58% Add +0.9% 123,330 $17.8M
Money Concepts Capital Corp. 1.00% Reduce -2.5% 123,400 $17.8M
Spirepoint Private Client, LLC 1.70% Add +10.2% 123,220 $17.7M
CX Institutional 0.53% Add +0.5% 122,433 $17.6M
Fifth Third Securities, Inc. 1.15% Reduce -2.8% 121,703 $17.5M
Merit Financial Group, LLC 0.14% Add +5.7% 120,390 $17.3M
Blue Sky Capital Consultants Group, Inc. 7.55% Add +1.7% 119,949 $17.3M
AMG National Trust Bank 0.41% Reduce -1.4% 119,876 $17.3M
Sequoia Financial Advisors, LLC 0.10% Add +18.7% 119,649 $17.2M
Measured Wealth Private Client Group, LLC 4.55% Add +2.5% 119,542 $17.2M
Capital Fund Management S.A. 0.16% Add +79.3% 118,007 $17.0M
Mutual Advisors, LLC 0.36% Add +0.3% 117,439 $16.9M
Walleye Trading LLC 0.27% Add +756.4% 116,726 $16.8M
Montag A & Associates Inc. 0.76% Reduce -5.9% 114,982 $16.6M
Jump Financial, LLC 0.22% Reduce -31.7% 114,133 $16.4M
Analyst IMS Investment Management Services Ltd. 0.48% Add +3.9% 113,604 $16.4M
Visionary Wealth Advisors 0.73% Reduce -6.6% 113,067 $16.3M
TCV Trust & Wealth Management, Inc. 1.31% Add +0.9% 112,886 $16.3M
Cooksen Wealth, LLC 11.86% Reduce -1.7% 112,636 $16.2M
Onyx Bridge Wealth Group LLC 1.72% Reduce -2.5% 112,411 $16.2M
Tompkins Financial Corp. 1.26% Add +6.6% 112,358 $16.2M
Orion Porfolio Solutions, LLC 0.12% Add +9.4% 112,187 $16.2M
Modern Wealth Management, LLC 0.29% Add +1.5% 110,288 $15.9M
Signal Advisors Wealth, LLC 1.25% Add +50.7% 109,549 $15.8M
UNIVEST FINANCIAL Corp 0.84% Add +619.0% 109,493 $15.8M
Sigma Planning Corp 0.43% Add +7.2% 110,748 $15.7M
Parkside Investments, LLC 1.96% Reduce -11.2% 107,730 $15.5M
Capital Insight Partners, LLC 3.29% Reduce -9.6% 107,866 $15.5M
Estate Counselors, LLC 1.30% Add +135.2% 107,575 $15.5M
Schnieders Capital Management, Llc. 2.41% Add +0.2% 106,938 $15.4M
Elite Financial, Inc. 6.99% Reduce -0.3% 106,774 $15.4M
Jefferies Financial Group Inc. 0.13% Add +3.2% 105,779 $15.2M
AQR Capital Management 0.01% Add +33.1% 104,909 $15.1M
First Trust Advisors LP 0.01% Add +4.9% 104,745 $15.1M
Balyasny Asset Management L.P. 0.03% New 102,899 $14.8M
Legacy Advisors, LLC 1.59% Add +0.1% 102,796 $14.8M
Prime Capital Investment Advisors, LLC 0.18% Reduce -6.6% 102,536 $14.8M
Fox Financial, Inc 11.74% Reduce -3.2% 102,316 $14.7M
Schorn Wealth LLC 4.42% Reduce -1.4% 101,067 $14.6M
Bartlett & Co. Wealth Management LLC 0.19% Reduce -1.1% 100,780 $14.5M
D.A. Davidson & Co. 0.09% Add +13.7% 100,312 $14.4M
Cercano Management LLC 0.54% Reduce -32.8% 98,448 $14.2M
Vestmark Advisory Solutions, Inc. 0.19% Add +1499.7% 98,351 $14.2M
Western Wealth Management, LLC 0.65% Add +4.1% 97,931 $14.1M
Rockland Trust Co. 0.55% Reduce -1.1% 97,759 $14.1M
Fourth Dimension Wealth, LLC 5.05% Reduce -0.5% 96,117 $13.8M
Farther Finance Advisors, LLC 0.15% Add +37.7% 96,118 $13.8M
Bank Hapoalim BM 1.24% Reduce -52.6% 95,944 $13.8M
Summit Financial, LLC 0.20% Reduce -1.6% 95,681 $13.8M
Tamar Securities, LLC 1.45% Reduce -0.5% 94,948 $13.7M
Sepio Capital, LP 0.74% Reduce -10.1% 94,522 $13.6M
Beacon Pointe Advisors, LLC 0.09% Add +14.8% 93,624 $13.5M
Toth Financial Advisory Corp. 1.46% Reduce -1.5% 93,415 $13.4M
Encompass More Asset Management 2.48% Add +8.0% 92,942 $13.4M
Stephens Inc. 0.16% Reduce -7.9% 91,819 $13.2M
ARS Investment Partners, LLC 0.77% Add +3.7% 91,527 $13.2M
Johnson Investment Counsel Inc. 0.11% Add +12.1% 91,163 $13.1M
Larson Financial Group LLC 0.44% Add +3.7% 91,125 $13.1M
Transamerica Financial Advisors, LLC 1.09% Add +8.0% 90,605 $13.0M
Sound View Wealth Advisors Group, LLC 0.87% Add +1.6% 89,591 $12.9M
U.S. Capital Wealth Advisors, LLC 0.33% Add +3.5% 88,855 $12.8M
Cibc World Markets Corp. 0.06% — 88,424 $12.7M
Pallas Capital Advisors LLC 0.42% Add +3.7% 88,298 $12.7M
HBW Advisory Services LLC 1.37% Reduce -7.9% 87,489 $12.6M
Fiera Capital Corp 0.04% Add +8.4% 86,919 $12.5M
Shepherd Financial Partners LLC 1.15% Add +0.9% 86,324 $12.4M
Kestra Private Wealth Services, LLC 0.15% Add +44.6% 86,151 $12.4M
Bridgelight Financial Advisors, Inc. 10.51% — 85,719 $12.3M
Welch Financial Planning, LLC 8.98% — 85,633 $12.3M
Attessa Capital LLC 6.74% Add +7.3% 85,620 $12.3M
GeoWealth Management, LLC 0.45% Reduce -17.6% 85,585 $12.3M
Lodestar Private Asset Management LLC 1.23% Reduce -2.1% 85,462 $12.3M
Ferguson Wellman Capital Management, Inc. 0.20% Add +0.1% 84,790 $12.2M
Ieq Capital, LLC 0.04% Reduce -9.3% 84,776 $12.2M
Envestnet Portfolio Solutions, Inc. 0.04% Add +61.9% 84,689 $12.2M
Tsfg, LLC 1.82% Reduce -28.9% 84,542 $12.2M
Massachusetts Wealth Management 5.66% Reduce -1.9% 84,496 $12.2M
Sowell Financial Services LLC 0.45% Add +0.3% 84,150 $12.1M
Fairvoy Private Wealth, LLC 2.71% Add +1.2% 83,939 $12.1M
Level Four Advisory Services, LLC 0.39% Reduce -1.0% 83,301 $12.0M
Caliber Wealth Management, LLC / KS 1.27% Reduce -6.3% 82,231 $11.8M
Cary Street Partners Financial LLC 0.29% Reduce -0.4% 82,072 $11.8M
Darwin Wealth Management, LLC 3.66% Reduce -2.8% 81,881 $11.8M
Chesapeake Wealth Management 3.49% Add +5.2% 81,479 $11.7M
Bank of New York Mellon Corp 0.00% Reduce -1.8% 81,098 $11.7M
World Investment Advisors 0.19% Add +114.5% 81,087 $11.7M
United Bank 3.91% Add +4.4% 80,107 $11.5M
Coastal Bridge Advisors, LLC 0.86% Reduce -3.6% 80,074 $11.5M
Kovack Advisors, Inc. 0.55% Add +64.6% 79,836 $11.5M
Redhawk Wealth Advisors, Inc. 1.28% Add +1.6% 79,171 $11.4M
CIBC Private Wealth Group LLC 0.02% Add +6.2% 78,119 $11.2M
SteelPeak Wealth, LLC 0.37% Add +12.5% 77,891 $11.2M
Allspring Global Investments Holdings, LLC 0.02% Reduce -23.9% 77,012 $11.1M
MV Capital Management, Inc. 1.06% Reduce -1.3% 76,933 $11.1M
Kennicott Capital Management LLC 5.37% No change 76,892 $11.1M
Strategic Equity Management 3.75% Reduce -6.1% 76,768 $11.1M
Relyea Zuckerberg Hanson LLC 1.11% Reduce -1.1% 76,241 $11.0M
Global Retirement Partners, LLC 0.19% Add +3.4% 76,155 $11.0M
3EDGE Asset Management, LP 0.57% Add +0.6% 75,456 $11.0M
NFSG Corp 1.70% Add +10.7% 76,097 $11.0M
B. Riley Wealth Advisors, Inc. 0.52% Add +11.5% 75,869 $10.9M
O'ROURKE & COMPANY, Inc 4.20% Reduce -3.8% 74,970 $10.8M
Keel Point, LLC 0.65% Reduce -6.8% 74,925 $10.8M
Leuthold Group, LLC 1.16% Add +1.0% 74,835 $10.8M
Chicago Wealth Management, Inc. 4.32% Add +2.2% 74,716 $10.8M
Scotia Capital Inc. 0.04% Add +3.6% 74,343 $10.7M
Keystone Global Partners, LLC 4.68% Add +15.7% 73,974 $10.7M
Stockman Wealth Management, Inc. 1.24% Add +0.2% 73,598 $10.6M
Cornerstone Wealth Group, LLC 0.72% Reduce -3.6% 73,531 $10.6M
Clarus Wealth Advisors 4.38% Reduce -3.5% 72,198 $10.6M
Founders Grove Wealth Partners, LLC 2.38% Reduce -0.4% 73,366 $10.6M
Hohimer Wealth Management, LLC 1.42% New 72,628 $10.5M
GR Financial Group, LLC 2.34% New 72,478 $10.4M
Alliancebernstein L.P. 0.00% Reduce -44.0% 71,910 $10.4M
SkyOak Wealth, LLC 1.86% Reduce -1.0% 71,905 $10.4M
Harbor Capital Advisors, Inc. 0.80% New 71,887 $10.3M
Calton & Associates, Inc. 1.51% Reduce -1.0% 71,556 $10.3M
Turtle Creek Wealth Advisors, LLC 0.81% Add +43.4% 71,271 $10.3M
Rovin Capital /Ut/ 2.72% Add +1.1% 71,221 $10.3M
Roundview Capital LLC 0.63% No change 70,817 $10.2M
Donaldson Capital Management, LLC 0.32% Reduce -15.3% 70,659 $10.2M
MontVue Capital Management, Inc. 6.71% Reduce -4.4% 70,067 $10.1M
Fsa Wealth Partners, Inc. 3.57% Reduce -1.8% 69,030 $9.9M
Atlantic Union Bankshares Corp 0.19% Reduce -1.1% 68,794 $9.9M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.94% No change 68,492 $9.9M
Thoma Capital Management LLC 5.69% Reduce -19.7% 68,574 $9.9M
MidFirst Bank 0.78% — 68,404 $9.8M
Sequent Planning LLC 2.51% Add +17.8% 68,379 $9.8M
Sage Capital Advisors,llc 2.33% Reduce -0.3% 67,954 $9.8M
Snowden Capital Advisors LLC 0.25% Add +3.4% 67,804 $9.8M
Advisors Preferred, LLC 1.58% Reduce -76.1% 67,450 $9.7M
Kanawha Capital Management LLC 0.67% Reduce -0.4% 67,604 $9.7M
Tritonpoint Wealth, LLC 0.98% Reduce -5.8% 67,195 $9.7M
Trust Co 0.91% Reduce -0.5% 67,082 $9.7M
Loudon Investment Management, LLC 5.04% Reduce -1.2% 67,046 $9.7M
RH Tailwind Management, LLC 9.71% — 67,020 $9.6M
Jmac Enterprises LLC 1.84% Add +1.4% 66,961 $9.6M
Regions Financial Corp. 0.06% Add +1.5% 66,800 $9.6M
HB Wealth Management, LLC 0.06% Add +0.6% 66,572 $9.6M
CDM Financial Counseling Services, Inc. 8.98% — 66,514 $9.6M
Wealthcare Advisory Partners LLC 0.19% Reduce -14.9% 66,495 $9.6M
Sage Capital Management, LLC 4.42% Reduce -2.4% 66,424 $9.6M
Clifford Swan Investment Counsel LLC 0.32% Reduce -1.4% 66,254 $9.5M
One Charles Private Wealth Services, LLC 2.46% Reduce -2.0% 66,129 $9.5M
Ironwood Wealth Management, Inc. 4.27% Reduce -4.0% 65,081 $9.5M
KFA Private Wealth Group, LLC 2.30% Reduce -2.3% 65,650 $9.5M
Private Advisory Group LLC 0.74% Add +87.7% 65,564 $9.4M
Fiduciary Group, LLC 0.79% Add +8.2% 65,502 $9.4M
Zullo Investment Group, Inc. 3.44% Reduce -1.4% 65,365 $9.4M
Narus Financial Partners, LLC 2.59% Reduce -1.4% 65,294 $9.4M
First Merchants Corp. 0.35% Add +0.7% 65,240 $9.4M
Elevation Point Wealth Partners, LLC 0.45% Add +63.7% 64,992 $9.4M
Belpointe Asset Management LLC 0.34% Reduce -9.2% 64,916 $9.3M
Brookstone Capital Management 0.11% Add +2.1% 64,914 $9.3M
Cranbrook Wealth Management, LLC 1.84% Reduce -1.7% 64,773 $9.3M
Occidental Asset Management, LLC 1.12% Add +177.8% 64,752 $9.3M
Journey Advisory Group, LLC 0.78% Add +2.7% 64,584 $9.3M
Trinity Wealth Management, LLC 3.41% Add +1.4% 64,273 $9.3M
Up Capital Management, Inc. 8.27% — 64,259 $9.3M
Natixis Advisors, LLC 0.01% Reduce -5.0% 63,654 $9.2M
Evercore Wealth Management, LLC 0.13% Reduce -8.4% 63,628 $9.2M
SG Americas Securities, LLC 0.01% Reduce -37.5% 63,559 $9.2M
Foronjy Financial LLC 3.80% Reduce -3.8% 63,289 $9.1M
Banco Santander, S.A. 0.07% Add +6.4% 63,181 $9.1M
CacheTech Inc. 1.68% Add +4.3% 63,098 $9.1M
Ameraudi Asset Management, Inc. 4.99% Add +200.5% 63,080 $9.1M
Wall Capital Group, Inc. 8.62% — 62,863 $9.1M
WESPAC Advisors SoCal, LLC 1.82% Reduce -0.3% 62,811 $9.0M
Adams Diversified Equity Fund, Inc. 0.30% New 62,800 $9.0M
L. Roy Papp & Associates, LLP 0.99% Add +0.3% 62,102 $8.9M
Baker Avenue Asset Management, LP 0.20% Add +4.8% 61,602 $8.9M
Markin Asset Management, LP 9.75% — 61,588 $8.9M
Private Wealth Advisors, LLC 3.19% Reduce -0.4% 61,568 $8.9M
Snider Financial Group 2.36% Add +1.3% 61,531 $8.9M
Crews Bank & Trust 1.26% Reduce -1.4% 61,354 $8.8M
Wedbush Securities Inc. 0.26% Add +31.8% 61,321 $8.8M
Concord Investment Counsel Inc. 2.86% Reduce -2.8% 61,198 $8.8M
LYNX Capital Group Ltd. 4.01% Reduce -0.7% 60,739 $8.7M
IFP Advisors, Inc 0.20% Reduce -6.9% 60,660 $8.7M
Webster Bank, N. A. 0.82% No change 60,438 $8.7M
Pine Valley Investments Ltd Liability Co 0.43% Add +7.7% 60,325 $8.7M
Capital Planning LLC 2.43% No change 60,136 $8.7M
Providence First Trust Co 3.00% Reduce -19.1% 60,212 $8.7M
Insight Wealth Strategies, LLC 0.99% Add +2.1% 59,791 $8.6M
Comprehensive Wealth Management, LLC 5.07% Add +5.0% 59,642 $8.6M
James Investment Research, Inc. 0.94% Reduce -11.9% 59,479 $8.6M
Round Rock Advisors LLC 1.29% Reduce -2.8% 59,415 $8.6M
Hilltop Holdings Inc. 0.51% Reduce -1.5% 59,402 $8.6M
Adams Wealth Management 1.82% Add +1.3% 59,204 $8.5M
Colony Family Offices, LLC 2.13% No change 59,182 $8.5M
Serenus Wealth Advisors, LLC 1.64% Reduce -2.0% 58,993 $8.5M
Centennial Bank 3.37% Add +21.7% 58,925 $8.5M
Nwam LLC 0.47% Reduce -44.0% 57,847 $8.4M
Horizon Financial Services, LLC 3.82% Add +13.8% 58,318 $8.4M
Klingenstein Fields & Co. LP 0.31% Reduce -3.5% 58,086 $8.4M
Pachira Investments Inc. 4.07% Add +7.5% 58,078 $8.4M
Florida Financial Advisors, LLC 2.27% Add +1.7% 57,908 $8.3M
Mesirow Financial Investment Management, Inc. 0.17% Reduce -29.3% 57,852 $8.3M
Sherman Asset Management, Inc. 6.91% Reduce -4.0% 56,670 $8.2M
Regal Investment Advisors LLC 0.48% Add +7.9% 55,966 $8.1M
Ring Mountain Capital, LLC 4.13% Add +11.4% 55,297 $8.1M
Stratos Wealth Advisors, LLC 0.39% Reduce -0.4% 55,740 $8.0M
PFG Advisors 0.39% Reduce -10.0% 55,266 $8.0M
Sharp Wealth Advisory, LLC 4.00% Add +4.8% 55,149 $7.9M
Quadcap Wealth Management, LLC 0.90% No change 54,910 $7.9M
CreativeOne Wealth, LLC 0.19% Add +8.4% 54,652 $7.9M
Foster Dykema Cabot & Partners, LLC 0.48% Reduce -1.2% 54,592 $7.9M
Boltwood Capital Management 2.03% Add +0.6% 54,098 $7.8M
Geremia Financial Services, LLC 6.39% — 53,823 $7.7M
Cullen/Frost Bankers, Inc. 0.09% Add +10.7% 53,753 $7.7M
Curat Global, LLC 8.58% Reduce -8.3% 53,658 $7.7M
BlueStem Wealth Partners, LLC 0.85% Reduce -3.5% 53,570 $7.7M
Prestige Wealth Management Group LLC 1.47% Reduce -0.1% 53,341 $7.7M
Itau Unibanco Holding S.A. 0.19% Add +0.8% 53,262 $7.7M
Burns J W & Co. Inc. 0.85% Reduce -0.8% 53,113 $7.6M
Parsons Capital Management Inc. 0.42% Reduce -2.5% 52,662 $7.6M
Duncker Streett & Co. Inc. 1.33% Reduce -1.1% 52,102 $7.5M
Symmetry Investments LP 1.40% New 52,040 $7.5M
SCS Capital Management LLC 0.08% Reduce -1.0% 52,020 $7.5M
Manchester Capital Management LLC 1.02% Reduce -3.6% 51,920 $7.5M
IFG Advisory, LLC 0.32% Reduce -7.2% 51,643 $7.4M
Gladstone Institutional Advisory LLC 0.28% Reduce -61.0% 51,638 $7.4M
Valeo Financial Advisors, LLC 0.17% Reduce -6.5% 51,629 $7.4M
Harbour Investments, Inc. 0.15% Reduce -2.6% 51,471 $7.4M
Bokf, NA 0.11% Reduce -4.3% 51,466 $7.4M
StoneX Group Inc. 0.32% Reduce -3.0% 51,452 $7.4M
K.J. Harrison & Partners Inc 0.98% Add +1.0% 51,454 $7.4M
Perigon Wealth Management, LLC 0.13% Add +0.7% 51,066 $7.4M
Alliance Private Wealth, LLC 2.54% — 51,487 $7.3M
Patten & Patten Inc. 0.43% Add +0.7% 50,721 $7.3M
Simplex Trading, LLC 0.21% Reduce -67.0% 50,713 $7.3M
New Wave Wealth Advisors LLC 2.65% Add +2.3% 50,347 $7.2M
SBI Securities Co., Ltd. 0.18% Add +2.5% 49,985 $7.2M
Dynamic Advisor Solutions LLC 0.23% Reduce -57.8% 49,888 $7.2M
Aventus Investment Advisors, Inc. 5.81% Add +2.6% 49,790 $7.2M
Constitution Capital LLC 3.38% Add +8.5% 49,664 $7.2M
MMBG Investment Advisors Co. 0.60% Add +3.8% 49,552 $7.1M
Compound Planning, Inc. 0.21% Add +44.1% 49,473 $7.1M
SMI Advisory Services, LLC 1.22% Reduce -39.4% 48,299 $7.1M
Orleans Capital Management Corp. 4.37% Reduce -15.4% 48,900 $7.0M
Okabena Investment Services Inc. 1.33% Add +2.2% 48,490 $7.0M
Destiny Capital Corp 3.59% Reduce -0.5% 48,481 $7.0M
Clearstead Advisors, LLC 0.09% Reduce -1.1% 48,403 $7.0M
AAFMAA Wealth Management & Trust LLC 2.73% Add +37.1% 48,354 $7.0M
OneDigital Investment Advisors LLC 0.07% Reduce -4.1% 48,341 $7.0M
Integrity Alliance, Llc. 0.25% Add +47.5% 48,282 $7.0M
Diversify Wealth Management, LLC 0.32% Add +0.7% 47,436 $6.9M
Eclectic Associates Inc. 1.08% Reduce -25.6% 48,175 $6.9M
Fingerlakes Wealth Management, Inc. 4.38% Reduce -3.0% 47,885 $6.9M
Capstone Investment Advisors, LLC 0.07% Add +298.4% 47,859 $6.9M
Renaissance Technologies 0.01% Add +195.3% 47,840 $6.9M
Surience Private Wealth LLC 7.78% New 47,782 $6.9M
Stonebrook Private Inc. 1.43% Add +7.4% 47,609 $6.9M
Beacon Capital Management, Inc. 0.37% Reduce -41.9% 47,537 $6.8M
Mechanics Bank Trust Department 0.90% Reduce -2.3% 47,489 $6.8M
Moneywise, Inc. 2.84% Reduce -5.4% 47,404 $6.8M
Bouchey Financial Group, Ltd. 0.51% Reduce -1.2% 47,363 $6.8M
Channel Wealth LLC 1.72% Add +31.9% 47,196 $6.8M
Valmark Advisers, Inc. 0.08% Reduce -2.0% 47,098 $6.8M
Integral Investment Advisors, Inc. 1.67% Add +2.7% 46,723 $6.7M
Capstone Wealth Management Group LLC 4.07% Reduce -0.8% 46,719 $6.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +8.0% 46,534 $6.7M
ES4, LLC 4.62% — 46,520 $6.7M
Chevy Chase Trust Holdings, LLC 0.02% Add +402.6% 46,455 $6.7M
Bessemer Group Inc. 0.01% Add +0.3% 46,418 $6.7M
C2C Wealth Management, LLC 5.59% Add +1.4% 46,028 $6.6M
Kingstone Capital Partners Texas, LLC 3.86% Reduce -1.1% 46,007 $6.6M
Transcend Capital Advisors, LLC 0.51% Reduce -45.6% 45,993 $6.6M
Caprock Group, LLC 0.14% Add +32.8% 45,684 $6.6M
Crew Capital Management, Ltd 4.14% Reduce -0.2% 45,626 $6.6M
AdvisorShares Investments LLC 1.09% Add +2.1% 45,472 $6.5M
WealthShield Partners, LLC 0.72% Add +3.5% 45,427 $6.5M
Vertex Investment Solutions Co., Ltd. 6.48% — 44,800 $6.5M
Equity Wealth Partners, LLC 4.22% Add +23.0% 45,161 $6.5M
Pinnacle Associates Ltd. 0.08% Reduce -0.8% 45,050 $6.5M
Perennial Investment Advisors, LLC 0.51% Add +14.5% 44,959 $6.5M
BigSur Wealth Management LLC 1.57% Reduce -17.3% 44,864 $6.5M
Acorn Wealth Advisors, LLC 1.92% No change 44,864 $6.5M
Bedell Frazier Investment Counselling, LLC 1.25% Add +972.6% 44,836 $6.5M
Milestone Investment Advisors LLC 1.56% Reduce -0.5% 44,752 $6.4M
Financial Engines Advisors L.L.C. 0.01% Reduce -1.7% 44,716 $6.4M
Glenview Trust Co 0.10% No change 44,668 $6.4M
Capital Investment Counsel, LLC 0.89% Add +15.5% 44,401 $6.4M
Geneos Wealth Management Inc. 0.16% Reduce -32.5% 44,201 $6.4M
JFS Wealth Advisors, LLC 0.36% Add +0.9% 44,187 $6.4M
Joseph P. Lucia & Associates, LLC 2.29% Reduce -4.9% 44,104 $6.3M
Corsicana & Co. 3.55% Reduce -1.7% 43,934 $6.3M
Sunrise Financial Services, LLC 4.72% — 43,525 $6.3M
Clay Northam Wealth Management, LLC 3.47% Add +0.5% 43,427 $6.3M
Farmers & Merchants Trust Co of Chambersburg PA 1.74% Add +0.4% 43,265 $6.2M
10Elms LLP 6.52% Reduce -1.9% 43,248 $6.2M
BLB&B Advisors, LLC 0.26% Add +166.1% 43,145 $6.2M
Absolute Capital Management, LLC 2.25% Reduce -3.8% 42,894 $6.2M
Institute for Wealth Management, LLC. 0.65% Add +0.7% 42,717 $6.1M
Bank of Marin 4.25% Reduce -2.9% 42,702 $6.1M
San Luis Wealth Advisors LLC 1.03% Reduce -0.5% 42,522 $6.1M
Sharper & Granite LLC 2.15% Reduce -1.3% 42,442 $6.1M
Flagship Harbor Advisors, LLC 0.29% Reduce -3.5% 42,294 $6.1M
Symmetry Partners, LLC 0.36% Add +39.9% 42,257 $6.1M
Mission Wealth Management, LP 0.12% Reduce -1.0% 42,217 $6.1M
Asset Management One Co., Ltd. 0.02% Reduce -21.4% 41,600 $6.1M
Narwhal Capital Management 0.44% No change 42,000 $6.0M
IFC Advisors LLC 0.88% No change 41,951 $6.0M
Canton Hathaway, LLC 1.16% Add +2.8% 41,876 $6.0M
American Money Management, LLC 0.94% Add +1.2% 41,695 $6.0M
Harrell Investment Partners, LLC 1.41% Reduce -1.5% 41,595 $6.0M
Millennium Management 0.00% New 41,327 $5.9M
Mill Creek Capital Advisors, LLC 0.12% Reduce -0.4% 41,277 $5.9M
Colton Groome Financial Advisors, LLC 1.70% Add +2.3% 41,254 $5.9M
Westside Investment Management, Inc. 0.94% Reduce -2.3% 40,766 $5.9M
Choreo, LLC 0.07% Reduce -1.5% 40,144 $5.8M
Fulcrum Equity Management 5.58% Reduce -4.2% 40,465 $5.8M
RMR Wealth Builders 0.47% Reduce -0.9% 40,448 $5.8M
St. Johns Investment Management Company, LLC 2.41% Add +1.2% 40,165 $5.8M
Dumont & Blake Investment Advisors LLC 1.38% Add +2.0% 39,848 $5.7M
Laurel Wealth Advisors LLC 0.76% Add +1.8% 39,847 $5.7M
Elk River Wealth Management LLC 0.92% Add +22.4% 39,667 $5.7M
Magnus Financial Group LLC 0.44% Add +21.4% 39,634 $5.7M
Mgo One Seven LLC 0.12% Reduce -8.6% 39,354 $5.7M
Jessup Wealth Management, Inc 1.87% Add +3.4% 39,353 $5.7M
Mathes Company, Inc. 2.03% Reduce -11.9% 39,300 $5.7M
Foundations Investment Advisors, LLC 0.07% Reduce -62.2% 39,233 $5.6M
Pacific Sun Financial Corp 2.72% No change 39,233 $5.6M
Abbot Financial Management, Inc. 2.34% Reduce -0.3% 39,200 $5.6M
Meridian Wealth Advisors, LLC 0.78% Reduce -0.5% 39,150 $5.6M
Vise Technologies, Inc. 0.11% Add +29.6% 39,114 $5.6M
CENTRAL TRUST Co 0.11% Reduce -8.1% 38,907 $5.6M
First Financial Bank - Trust Division 0.46% Reduce -10.5% 38,754 $5.6M
Cornerstone Wealth Management, LLC 0.29% Reduce -5.9% 38,708 $5.6M
Staley Capital Advisers Inc. 0.23% Reduce -3.3% 38,452 $5.5M
Ehrlich Financial Group 3.15% Reduce -13.9% 38,393 $5.5M
Evoke Wealth, LLC 0.11% Add +50.4% 38,344 $5.5M
Signet Financial Management, LLC 0.62% Add +15.5% 38,325 $5.5M
Avior Wealth Management, LLC 0.17% Reduce -10.3% 38,287 $5.5M
Conscious Wealth Investments, LLC 3.29% New 40,466 $5.5M
PeakShares LLC 5.35% — 38,082 $5.5M
Windsor Capital Management, LLC 1.60% Reduce -1.9% 37,990 $5.5M
Plimoth Trust Co. LLC 1.22% Reduce -2.9% 37,973 $5.5M
Group One Trading LLC 0.16% New 37,738 $5.4M
International Assets Investment Management, LLC 0.37% Add +28.3% 37,726 $5.4M
Dodds Wealth, LLC 1.32% Reduce -15.3% 37,516 $5.4M
First National Bank of Hutchinson 3.15% Reduce -55.4% 37,312 $5.4M
Williams Jones Wealth Management, LLC. 0.06% Reduce -1.6% 37,108 $5.3M
Patton Albertson Miller Group, LLC 0.63% No change 37,030 $5.3M
Corrado Advisors, LLC 2.67% Add +2.3% 36,958 $5.3M
Rockingstone Advisors LLC 2.42% Add +2.5% 36,914 $5.3M
One Wealth Map LLC 2.69% Add +3.6% 36,394 $5.3M
Cary Street Partners Investment Advisory LLC 1.42% Add +931.6% 36,665 $5.3M
Evanson Asset Management, LLC 0.28% Add +0.1% 36,584 $5.3M
Stock Yards Bank & Trust Co. 0.16% Add +0.1% 36,524 $5.3M
First Business Financial Services, Inc. 0.48% No change 36,498 $5.3M
Cornerstone Advisors, LLC 0.17% Reduce -90.8% 36,400 $5.2M
Apollon Wealth Management, LLC 0.09% Reduce -0.7% 36,397 $5.2M
Savant Capital, LLC 0.03% Reduce -0.3% 36,387 $5.2M
NewEdge Wealth, LLC 0.06% Add +3.3% 36,329 $5.2M
FIL Ltd 0.00% Reduce -33.5% 36,251 $5.2M
Whittier Trust Co. 0.06% Reduce -5.7% 35,524 $5.2M
RCW Management, LLC 5.25% — 36,107 $5.2M
Washington Growth Strategies LLC 3.34% Add +0.5% 35,835 $5.2M
Chicago Partners Investment Group LLC 0.13% Add +1.7% 35,429 $5.1M
Cresta Advisors, Ltd. 2.14% Add +8.3% 35,508 $5.1M
Algorithmic Investment Models, LLC 6.26% Reduce -4.3% 35,256 $5.1M
5th Street Advisors, LLC 2.37% Reduce -1.8% 35,228 $5.1M
D.B. Root & Company, LLC 1.24% Reduce -1.3% 35,168 $5.1M
Creative Financial Designs Inc. 0.32% Reduce -34.3% 34,923 $5.0M
Shulman DeMeo Asset Management LLC 1.14% Add +1.2% 34,895 $5.0M
Jaffetilchin Investment Partners, LLC 0.29% Reduce -3.0% 34,753 $5.0M
Innova Wealth Partners 2.52% Reduce -4.9% 34,650 $5.0M
Capitol Family Office, Inc. 5.89% Add +4.3% 34,642 $5.0M
Wealthspire Advisors, LLC 0.04% Reduce -2.3% 34,392 $5.0M
Monument Capital Management 1.23% New 34,386 $5.0M
Lanark Financial, Inc. 0.37% Reduce -1.4% 34,271 $4.9M
NBT Bank, N.A. 0.32% Reduce -0.3% 34,234 $4.9M
Pettyjohn, Wood & White, Inc. 0.77% Add +39.6% 34,233 $4.9M
Fisher Asset Management 0.00% Add +20.8% 34,010 $4.9M
Lyell Wealth Management, LP 0.35% Reduce -5.4% 33,977 $4.9M
AE Wealth Management LLC 0.03% Add +34.5% 33,809 $4.9M
Ledyard National Bank 0.42% Reduce -1.8% 33,796 $4.9M
OVERSEA-CHINESE BANKING Corp Ltd 0.13% Reduce -59.9% 33,718 $4.9M
Bryn Mawr Trust Advisors, LLC 0.23% Add +5.3% 33,545 $4.8M
KKM Financial LLC 0.86% Reduce -4.0% 33,472 $4.8M
Rollins Financial Advisors, LLC 0.70% Add +2.1% 33,117 $4.8M
MKT Advisors LLC 1.63% Add +0.9% 32,950 $4.8M
Flow Traders U.S. LLC 0.16% Add +107.7% 32,893 $4.7M
Legacy Private Trust Co. 0.28% Reduce -5.9% 32,872 $4.7M
Mezzasalma Advisors, LLC 1.14% Add +26.4% 42,768 $4.7M
Successful Portfolios LLC 2.41% Reduce -0.7% 32,318 $4.7M
Caldwell Trust Co 0.42% Reduce -0.8% 32,750 $4.7M
Alliance Wealth Advisors, LLC 1.02% Add +1438.2% 32,702 $4.7M
Heritage Wealth Advisors 0.18% No change 32,696 $4.7M
Financial Insights, Inc. 1.58% Reduce -2.1% 32,660 $4.7M
Bfsg, LLC 0.46% Reduce -2.1% 32,636 $4.7M
Northstar Advisory Group, LLC 1.66% Reduce -0.4% 32,474 $4.7M
Acorns Advisers, LLC 0.04% Add +18.9% 32,359 $4.7M
Wesbanco Bank Inc. 0.13% Add +9.6% 32,212 $4.6M
Asset One Wealth Management LLC 0.63% — 31,909 $4.6M
Strategic Advisors LLC 0.72% Add +16.0% 32,130 $4.6M
Butensky & Cohen Financial Security, Inc. 1.25% Reduce -3.3% 32,107 $4.6M
EPG Wealth Management LLC 1.24% Add +0.5% 32,071 $4.6M
Accurate Wealth Management, LLC 0.58% Add +14.4% 31,413 $4.6M
Twin Focus Capital Partners, LLC 0.53% Add +0.3% 31,832 $4.6M
First Citizens Bank & Trust Co. 0.10% Reduce -0.6% 31,729 $4.6M
Crestwood Advisors Group, LLC 0.08% Add +1.2% 31,716 $4.6M
Arete Wealth Advisors, LLC 0.31% Add +5.5% 31,554 $4.5M
SIH Partners, LLLP 0.26% New 31,543 $4.5M
Realta Investment Advisors 1.49% Add +9.9% 31,521 $4.5M
TD Private Client Wealth LLC 0.10% Add +2.9% 31,451 $4.5M
Simplicity Wealth,LLC 0.27% Reduce -3.4% 31,307 $4.5M
Sentinel Trust Co. Lba 0.44% Add +26.9% 31,232 $4.5M
Theory Financial LLC 1.50% New 30,514 $4.5M
Principal Securities, Inc. 0.07% Add +1.0% 30,876 $4.4M
Vaughan David Investments LLC 0.10% Add +8.5% 30,828 $4.4M
Compass Financial Group, Inc. (Ohio) 3.25% — 30,817 $4.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.26% Add +1.8% 30,527 $4.4M
Yelin Lapidot Holdings Management Ltd. 0.88% No change 30,460 $4.4M
Northland Securities, Inc. 4.21% — 30,442 $4.4M
Silver Oak Securities, Incorporated 0.30% Reduce -14.3% 30,120 $4.4M
Fidelis Wealth Advisors LLC 6.33% — 30,353 $4.4M
Flputnam Investment Management Co. 0.06% Add +87.5% 30,316 $4.4M
Kingswood Wealth Advisors, LLC 0.21% Add +11.5% 30,234 $4.4M
Keudell/Morrison Wealth Management 0.91% — 30,196 $4.3M
Aua Capital Management, LLC 2.18% No change 30,134 $4.3M
Peddock Capital Advisors, LLC 0.91% Reduce -6.7% 30,037 $4.3M
P Schoenfeld Asset Management LP 2.12% New 30,000 $4.3M
Howe & Rusling Inc. 0.29% Add +3.7% 29,999 $4.3M
Afg Fiduciary Services Limited Partnership 2.59% Reduce -3.0% 29,925 $4.3M
Gateway Wealth Partners, LLC 0.48% Add +46.2% 29,935 $4.3M
SageGuard Financial Group, LLC 0.68% — 29,799 $4.3M
Ausdal Financial Partners, Inc. 0.20% Reduce -4.1% 29,683 $4.3M
Advisor Resource Council 1.52% New 29,383 $4.3M
Sigma Investment Counselors Inc. 0.22% Add +8.6% 29,521 $4.3M
Ally Invest Advisors Inc. 0.29% Reduce -8.6% 29,400 $4.2M
NLB Skladi, upravljanje premozenja, d.o.o. 0.19% — 29,320 $4.2M
Point Windward Advisors Inc. 2.04% Add +6.4% 29,220 $4.2M
Spreng Capital Management, Inc. 1.65% Add +3.2% 29,218 $4.2M
Rehmann Capital Advisory Group 0.22% Add +2.0% 29,152 $4.2M
Soltis Investment Advisors LLC 0.28% Reduce -4.8% 29,123 $4.2M
FF Advisors,LLC 1.86% Add +4.1% 29,060 $4.2M
Atticus Wealth Management, LLC 1.03% Reduce -1.4% 28,928 $4.2M
Agate Pass Investment Management, LLC 1.55% Add +9.8% 28,927 $4.2M
LifeSteps Financial, Inc. 2.66% Reduce -0.3% 28,859 $4.2M
PCG Asset Management, LLC 3.31% Reduce -2.2% 28,601 $4.1M
E&G Advisors, LLC 0.93% Add +0.6% 28,779 $4.1M
Consolidated Capital Management, LLC 1.24% New 28,545 $4.1M
Ibex Wealth Advisors 0.40% Reduce -0.8% 28,486 $4.1M
David J Yvars Group 2.18% Add +2.3% 28,420 $4.1M
Strategic Financial Partners, Ltd. 1.77% Reduce -3.4% 28,340 $4.1M
Asset Advisory Group, Inc. 2.04% — 28,295 $4.1M
Acropolis Investment Management, LLC 0.18% Reduce -7.3% 28,202 $4.1M
Fidelis Capital Partners, LLC 0.29% No change 28,183 $4.1M
Bangor Savings Bank 0.33% Add +37.4% 28,122 $4.0M
Delta Financial Advisors LLC 1.05% Add +50.8% 28,120 $4.0M
Continuum Wealth Advisors, LLC 1.56% Add +14.8% 28,097 $4.0M
Redwood Financial Network Corp 2.58% Reduce -4.5% 28,073 $4.0M
Diversify Advisory Services, LLC 0.13% Reduce -34.7% 27,583 $4.0M
Ballentine Partners, LLC 0.06% Reduce -10.9% 27,896 $4.0M
Country Trust Bank 0.07% Add +13.1% 27,832 $4.0M
Vivid Wealth Management, LLC 1.55% Reduce -2.4% 27,782 $4.0M
Parallel Advisors, LLC 0.07% Reduce -6.7% 27,704 $4.0M
Wedmont Private Capital 0.14% Add +4.1% 27,213 $4.0M
West Financial Advisors, LLC 0.67% Add +2.5% 27,490 $4.0M
Milestones Private Investment Advisors LLC 2.72% Reduce -12.3% 27,431 $3.9M
Ciovacco Capital Management LLC 1.98% Add +13.1% 27,397 $3.9M
Elm Partners Management LLC 0.18% Add +19.9% 27,373 $3.9M
Fortis Capital Advisors, LLC 0.58% No change 27,358 $3.9M
Edgestream Partners, L.P. 0.11% Reduce -15.9% 27,221 $3.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.47% Reduce -5.2% 27,218 $3.9M
Credit Industriel Et Commercial 0.90% Add +10.7% 27,120 $3.9M
Blue Zone Wealth Advisors, LLC 0.75% Reduce -5.3% 27,116 $3.9M
Ethos Financial Group, LLC 0.29% Add +33.9% 27,086 $3.9M
Yoder Wealth Management, Inc. 1.77% Reduce -9.1% 27,064 $3.9M
Disciplined Investors, L.L.C. 2.54% Reduce -1.6% 26,930 $3.9M
Prospera Financial Services Inc 0.06% Reduce -3.6% 26,888 $3.9M
Bay Capital Advisors, LLC 2.36% Reduce -0.3% 26,838 $3.9M
Pure Financial Advisors, LLC 0.06% Reduce -7.9% 26,632 $3.8M
Oxford Wealth Group, LLC 1.86% — 26,537 $3.8M
Cadent Capital Advisors, LLC 1.01% Add +7.5% 26,451 $3.8M
Hurley Capital, LLC 2.13% No change 26,423 $3.8M
Private Trust Co. NA 0.33% Add +42.9% 26,322 $3.8M
Hudson Value Partners, LLC 1.13% Add +0.7% 26,286 $3.8M
Sendero Wealth Management, LLC 0.42% Reduce -6.3% 26,272 $3.8M
Richmond Investment Services, LLC 0.65% Reduce -7.0% 26,194 $3.8M
JMG Financial Group, Ltd. 0.11% Reduce -0.3% 26,153 $3.8M
Fiduciary Trust Co 0.04% Reduce -6.6% 26,128 $3.8M
Csenge Advisory Group 0.17% Reduce -2.2% 25,975 $3.7M
Gallacher Capital Management LLC 1.45% Add +433.8% 25,965 $3.7M
Vilga Financial Planning LLC 3.57% — 25,895 $3.7M
Palisade Capital Management, LP 0.12% Add +26.0% 25,894 $3.7M
Fifth Third Wealth Advisors LLC 0.13% Add +4.2% 25,775 $3.7M
Walleye Capital LLC 0.02% Add +3.0% 25,758 $3.7M
Empower Advisory Group, LLC 0.01% Add +32.2% 25,720 $3.7M
Flagstar Securities, Inc. 1.24% Reduce -3.2% 25,640 $3.7M
Sax Wealth Advisors, LLC 0.17% Reduce -0.7% 25,598 $3.7M
CWA Asset Management Group, LLC 0.13% Add +0.2% 25,288 $3.6M
Investment Advisory Services Inc. /TX 1.14% No change 25,220 $3.6M
RVW Wealth, LLC 0.28% No change 25,160 $3.6M
Appleton Partners Inc. 0.24% Reduce -6.9% 25,095 $3.6M
Retirement Planning Group, LLC 0.12% Add +9.3% 25,083 $3.6M
Van Cleef Asset Management,Inc 0.36% No change 24,860 $3.6M
Elite Wealth Management, Inc. 0.97% No change 24,820 $3.6M
Solutions 4 Wealth, Ltd 5.39% No change 24,775 $3.6M
Roberts Wealth Advisors, LLC 0.93% Reduce -6.6% 24,772 $3.6M
Courier Capital LLC 0.20% Reduce -3.5% 24,707 $3.6M
National Philanthropic Trust 0.03% Add +131.1% 24,524 $3.5M
Ames National Corp. 2.06% Reduce -8.1% 24,490 $3.5M
EverSource Wealth Advisors, LLC 0.13% Add +6.8% 24,428 $3.5M
Capital Asset Advisory Services LLC 0.14% Reduce -5.2% 23,919 $3.5M
Planwiser Financial, LLC 2.62% Add +38.0% 24,371 $3.5M
WESPAC Advisors, LLC 1.89% Add +54.8% 24,254 $3.5M
Herbst Group, LLC 2.05% Add +1.5% 24,201 $3.5M
Focus Partners Advisor Solutions, LLC 0.04% Add +63.9% 24,172 $3.5M
Cypress Capital Group 0.39% Reduce -0.8% 24,076 $3.5M
Koshinski Asset Management, Inc. 0.22% Reduce -18.3% 24,064 $3.5M
Clark Financial Services Group Inc. 1.84% Reduce -5.2% 23,900 $3.5M
First National Bank of Omaha 0.10% New 23,834 $3.5M
FineMark National Bank & Trust 0.11% Add +2.4% 23,844 $3.4M
SeaCrest Wealth Management, LLC 0.35% Add +12.6% 23,425 $3.4M
Cassaday & Co Wealth Management LLC 0.07% Reduce -1.1% 23,730 $3.4M
Moss Adams Wealth Advisors LLC 0.25% Add +6.0% 23,659 $3.4M
Jacobs Equity LLC 3.27% — 23,584 $3.4M
Maridea Wealth Management LLC 0.51% Add +1.3% 23,559 $3.4M
Cladis Investment Advisory, LLC 1.85% Reduce -0.6% 23,477 $3.4M
Kagan Cocozza Asset Management 2.40% Add +13.5% 23,440 $3.4M
Gotham Asset Management 0.01% Add +29.0% 23,416 $3.4M
Sunbelt Securities, Inc. 0.22% Reduce -3.0% 23,343 $3.4M
Moneta Group Investment Advisors LLC 0.03% Add +6.7% 23,330 $3.4M
Archford Capital Strategies, LLC 0.39% New 23,237 $3.3M
Retirement Income Solutions, Inc. 0.57% Reduce -5.1% 23,178 $3.3M
Segment Wealth Management, LLC 0.19% No change 23,170 $3.3M
GAMCO Investors 0.03% Reduce -3.7% 23,160 $3.3M
Penserra Capital Management LLC 0.04% New 23,164 $3.3M
CPA Asset Management Group, LLC 1.17% No change 23,152 $3.3M
Sonata Capital Group Inc. 1.20% No change 23,090 $3.3M
Midwest Professional Planners, LTD. 0.79% No change 23,039 $3.3M
Moulton Wealth Management, Inc. 3.14% Add +1.1% 22,966 $3.3M
Koss-Olinger Consulting, LLC 0.26% Reduce -0.9% 22,999 $3.3M
1834 Investment Advisors Co. 0.42% Reduce -2.1% 22,992 $3.3M
Daybright Advisory Services, Inc. 0.88% — 22,989 $3.3M
Tactive Advisors, LLC 0.96% Add +4.1% 22,854 $3.3M
Heartwood Wealth Advisors LLC 0.30% Add +2.7% 22,735 $3.3M
Stelac Advisory Services LLC 1.15% Reduce -56.6% 22,638 $3.3M
Bleakley Financial Group, LLC 0.06% New 22,632 $3.3M
Trifecta Capital Advisors, LLC 0.48% Reduce -0.3% 22,602 $3.3M
BBR Partners, LLC 0.17% Add +28.0% 22,453 $3.2M
First Citizens Financial Corp 1.59% Add +6.3% 22,343 $3.2M
Whittier Trust Co. of Nevada Inc. 0.07% Add +4.2% 21,933 $3.2M
Investor's Fiduciary Advisor Network, LLC 0.69% Reduce -3.3% 22,210 $3.2M
Teucrium Investment Advisors, LLC 3.50% — 22,158 $3.2M
Harbour Trust & Investment Management Co 0.33% Reduce -4.4% 22,152 $3.2M
Fagan Associates, Inc. 0.42% Reduce -2.3% 22,136 $3.2M
Laraway Financial Advisors Inc 2.07% No change 22,070 $3.2M
Atlas Legacy Advisors, LLC 0.56% Reduce -1.6% 22,070 $3.2M
Capital Advisors Inc. 0.05% Add +0.6% 22,022 $3.2M
Ranch Capital Advisors Inc. 1.17% Reduce -0.3% 22,001 $3.2M
Cerro Pacific Wealth Advisors LLC 0.85% Reduce -1.5% 21,989 $3.2M
First National Trust Co 0.10% Add +2.3% 21,825 $3.1M
Rwa Wealth Partners, LLC 0.03% Reduce -19.8% 21,804 $3.1M
Wealthgarden F.S. LLC 2.06% Add +36.9% 21,422 $3.1M
Murphy, Middleton, Hinkle & Parker, Inc. 1.51% New 44,745 $3.1M
Alterna Wealth Management, Inc. 2.60% No change 21,680 $3.1M
Avantax Planning Partners, Inc. 0.09% Add +9.4% 21,648 $3.1M
Tidal Investments LLC 0.01% Add +0.6% 21,539 $3.1M
Win Advisors, Inc. 1.31% New 21,493 $3.1M
IronBridge Private Wealth, LLC 0.98% Reduce -50.0% 21,453 $3.1M
Vontobel Holding Ltd. 0.01% Add +129.2% 21,363 $3.1M
Finley Financial, LLC 1.41% Reduce -4.0% 21,360 $3.1M
North Star Investment Management Corp. 0.19% Reduce -0.4% 21,295 $3.1M
Everstar Asset Management, LLC 1.64% Reduce -2.3% 21,288 $3.1M
AdvisorNet Financial, Inc 0.16% Add +0.5% 21,284 $3.1M
Cornerstone National Bank & Trust Co 1.22% Add +1.6% 21,272 $3.1M
Capital Investment Advisory Services, LLC 0.22% Add +0.1% 21,234 $3.1M
Cape Ann Savings Bank 1.56% Add +0.2% 21,180 $3.0M
Independent Advisor Alliance 0.07% Add +43.9% 21,022 $3.0M
Shelton Capital Management 0.06% No change 21,022 $3.0M
Johnson Financial Group, Inc. 0.11% Reduce -0.1% 20,956 $3.0M
VestGen Advisors, LLC 0.13% Reduce -43.6% 20,935 $3.0M
Tucker Asset Management LLC 0.88% Reduce -26.1% 20,878 $3.0M
Mountain Hill Investment Partners Corp. 2.13% Add +0.2% 20,664 $3.0M
Keystone Financial Group 0.22% Add +53.2% 20,648 $3.0M
Bramshill Investments, LLC 0.17% Reduce -6.8% 20,500 $3.0M
Cavalier Investments, LLC 0.92% Add +3.1% 20,492 $3.0M
Odyssey Capital Advisors, Inc. 2.62% — 20,448 $2.9M
Eastern Bank 0.05% Add +19.3% 20,374 $2.9M
Verum Partners LLC 0.59% Add +1.3% 20,345 $2.9M
Nixon Peabody Trust Co. 0.22% Add +26.3% 20,336 $2.9M
Menard Financial Group LLC 2.01% Add +34.2% 20,308 $2.9M
Nova Wealth Management, Inc. 2.00% Add +6.2% 20,301 $2.9M
Lynch & Associates 0.55% No change 20,228 $2.9M
Balboa Wealth Partners 0.48% Reduce -1.9% 20,203 $2.9M
Financial Sense Advisors, Inc. 0.61% Add +8.8% 20,143 $2.9M
Summit Trail Advisors, LLC 0.05% No change 20,135 $2.9M
Anchyra Partners LLC 0.89% — 20,100 $2.9M
Global View Capital Management LLC 0.54% Add +24.3% 20,035 $2.9M
Insigneo Advisory Services, LLC 0.21% Reduce -33.1% 20,016 $2.9M
Keating Financial Advisory Services, Inc. 0.39% — 20,009 $2.9M
Mma Asset Management LLC 1.02% Reduce -0.9% 19,952 $2.9M
Invst, LLC 0.31% Add +148.9% 19,905 $2.9M
PKS Advisory Services, LLC 0.65% Reduce -0.2% 19,891 $2.9M
McHugh Group, LLC 1.64% Reduce -0.3% 19,804 $2.9M
Ashton Thomas Securities, LLC 0.54% Reduce -2.8% 19,678 $2.8M
Ascentis Independent Advisors 0.46% Add +176.1% 19,655 $2.8M
Verdence Capital Advisors LLC 0.17% Reduce -9.4% 19,621 $2.8M
Cornerstone Advisory, LLC 0.27% Reduce -5.8% 19,568 $2.8M
Advisor OS, LLC 0.23% Reduce -8.2% 19,475 $2.8M
Principle Wealth Partners LLC 0.16% Reduce -7.2% 19,441 $2.8M
Bragg Financial Advisors, Inc 0.09% Add +1.4% 19,412 $2.8M
Mattern Wealth Management LLC 0.54% No change 19,324 $2.8M
Verus Capital Partners, LLC 0.19% Add +17.8% 19,264 $2.8M
RPg Family Wealth Advisory, LLC 0.61% Reduce -14.9% 19,256 $2.8M
Bucket List Wealth Management, LLC 1.66% — 19,251 $2.8M
Moors & Cabot, Inc. 0.12% Add +2.5% 19,194 $2.8M
BlackDiamond Wealth Management, LLC 1.34% Add +1.5% 19,221 $2.8M
Adirondack Trust Co. 0.91% Add +0.6% 19,122 $2.8M
DDD Partners, LLC 0.18% Add +3.3% 19,120 $2.8M
Ingalls & Snyder LLC 0.10% Reduce -4.9% 19,112 $2.8M
Whitaker-Myers Wealth Managers, LTD. 0.57% Add +18.1% 19,090 $2.7M
Seven Springs Wealth Group, LLC 0.80% No change 19,024 $2.7M
Risk Paradigm Group, LLC 2.64% — 19,023 $2.7M
Arax Advisory Partners 0.08% New 18,964 $2.7M
Tempo Wealth, LLC 0.49% — 18,918 $2.7M
Arbor Wealth Management LLC\AZ 2.11% — 18,877 $2.7M
Capital Analysts, LLC 0.08% Reduce -0.7% 18,851 $2.7M
Rothschild Wealth LLC 0.26% Reduce -1.6% 18,677 $2.7M
Toronto Dominion Bank 0.00% Add +102.3% 18,670 $2.7M
University of Texas/Texas Am Investment Management Co. 0.38% Add +27.3% 18,566 $2.7M
Advyzon Investment Management, LLC 0.31% Reduce -61.7% 18,537 $2.7M
MTM Investment Management, LLC 0.85% Reduce -2.0% 18,534 $2.7M
Searle & Co. 0.69% No change 18,530 $2.7M
Aptus Capital Advisors, LLC 0.02% Reduce -89.1% 18,410 $2.7M
Bison Wealth, LLC 0.30% Reduce -2.9% 19,573 $2.6M
jvl associates llc 0.86% No change 18,386 $2.6M
LVM Capital Management Ltd. 0.25% Reduce -1.2% 18,377 $2.6M
Hansen & Associates Financial Group, Inc. 1.44% Add +41.6% 18,501 $2.6M
Mission Creek Capital Partners, Inc. 0.53% Reduce -2.3% 18,241 $2.6M
Graetz Wealth LLC 2.39% — 18,230 $2.6M
LWM Advisory Services, LLC 1.53% Reduce -0.4% 18,167 $2.6M
Altura Wealth Advisors Inc. 1.12% Add +10.3% 18,039 $2.6M
Debussy Capital Management LP 0.35% Add +5.6% 17,943 $2.6M
United Advisor Group, LLC 0.33% Add +11.6% 17,812 $2.6M
Wealthspire Retirement, LLC 0.16% Add +1.6% 17,768 $2.6M
Ancora Advisors LLC 0.05% Reduce -0.4% 17,760 $2.6M
BSW Wealth Partners 0.30% No change 17,612 $2.5M
Wall Street Financial Group, Inc. 1.83% Reduce -0.3% 17,458 $2.5M
RDA Financial Network 0.60% Add +28.8% 17,413 $2.5M
Forum Financial Management, LP 0.03% Add +16.8% 17,403 $2.5M
Pitcairn Wealth Advisors LLC 0.22% — 17,322 $2.5M
Zacks Investment Management 0.02% Add +23.0% 17,274 $2.5M
M3 Advisory Group, LLC 1.52% Add +2.0% 17,270 $2.5M
Saxon Interests, Inc. 0.88% Reduce -4.1% 17,217 $2.5M
Torrey-Payne Wealth Management, LLC 2.21% — 16,908 $2.5M
Future Financial Wealth Managment LLC 1.66% Reduce -5.3% 17,398 $2.5M
HRT Financial LP 0.01% Reduce -92.2% 17,123 $2.5M
Moneco Advisors, LLC 0.20% Add +0.8% 17,090 $2.5M
Meridian Wealth Management, LLC 0.09% Add +6.8% 17,060 $2.5M
Goepper Burkhardt LLC 0.80% Add +37.5% 17,043 $2.5M
First Heartland Consultants, Inc. 0.19% Add +1.1% 16,979 $2.4M
Chilton Capital Management LLC 0.08% Reduce -0.9% 16,966 $2.4M
Hutchens & Kramer Investment Management Group, LLC 0.84% Reduce -5.2% 16,928 $2.4M
Strategy Asset Managers LLC 0.40% Add +3.5% 16,893 $2.4M
Arrow Financial Corp 0.24% Reduce -0.1% 16,856 $2.4M
Capital Advisors, Ltd. LLC 0.27% Reduce -7.3% 16,848 $2.4M
Monetary Management Group Inc. 0.56% Add +7.0% 16,760 $2.4M
DV Trading LLC 0.21% — 16,746 $2.4M
JSF Financial, LLC 0.50% Reduce -6.0% 16,664 $2.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Reduce -3.0% 16,650 $2.4M
World Equity Group, Inc. 0.67% Add +12.6% 16,603 $2.4M
CFC Planning Co LLC 1.84% Reduce -12.0% 16,571 $2.4M
Baron Silver Stevens Financial Advisors, LLC 0.34% Add +70.8% 16,546 $2.4M
Access Financial Services, Inc. 0.87% Reduce -13.3% 16,522 $2.4M
SVB Wealth LLC 0.14% Reduce -51.5% 16,520 $2.4M
Strategic Blueprint, LLC 0.14% Add +9.8% 16,466 $2.4M
Berger Financial Group, Inc 0.14% Reduce -4.0% 16,444 $2.4M
GenTrust, LLC 0.10% Add +42.9% 16,369 $2.4M
Exencial Wealth Advisors, LLC 0.07% Reduce -11.2% 16,354 $2.4M
KG Capital Management 0.61% Add +39.8% 16,288 $2.3M
Advocate Investing Services LLC 2.09% — 16,216 $2.3M
Blue Chip Partners, LLC 0.17% Add +4.8% 16,169 $2.3M
Acima Private Wealth, LLC 0.71% Reduce -8.1% 16,002 $2.3M
Goldstein Advisors, LLC 0.26% Add +14.6% 15,982 $2.3M
Syon Capital LLC 0.11% Reduce -0.5% 15,941 $2.3M
One Capital Management, LLC 0.07% Reduce -4.6% 15,795 $2.3M
Adapt Wealth Advisors, LLC 0.78% Add +3.3% 15,777 $2.3M
City Holding Co. 0.28% Add +0.3% 15,735 $2.3M
Morton Community Bank 0.49% Add +5.3% 15,714 $2.3M
Meridian Management Co. 0.56% New 15,704 $2.3M
Wealthedge Investment Advisors, LLC 0.83% Reduce -0.1% 15,602 $2.2M
SkyView Investment Advisors, LLC 0.28% No change 15,580 $2.2M
August Group Capital Ltd 2.49% — 15,555 $2.2M
Salem Investment Counselors Inc. 0.06% Add +1.3% 15,527 $2.2M
Callan Family Office, LLC 0.05% Reduce -1.3% 15,512 $2.2M
Certuity, LLC 0.14% Reduce -9.8% 15,449 $2.2M
Gold Investment Management Ltd. 0.71% Reduce -2.0% 15,409 $2.2M
Paragon Financial Partners, Inc. 1.36% No change 15,406 $2.2M
Sharkey, Howes & Javer 0.28% Reduce -12.3% 15,262 $2.2M
Strategic Wealth Partners, Ltd. 0.15% Add +117.4% 15,251 $2.2M
Forefront Wealth Partners, LLC 1.04% Add +4.1% 15,247 $2.2M
Wealth Watch Advisors, INC 0.81% Reduce -7.8% 15,205 $2.2M
Busey Bank 0.06% No change 15,204 $2.2M
Black Diamond Financial, LLC 0.23% No change 15,174 $2.2M
German American Bancorp, Inc. 0.19% Add +0.6% 15,111 $2.2M
Zhang Financial LLC 0.08% Add +7.3% 15,087 $2.2M
NDWM LLC 1.42% Reduce -3.6% 14,944 $2.2M
Golden State Wealth Management, LLC 0.23% Reduce -2.8% 14,898 $2.1M
GWN Securities Inc. 0.43% Add +46.1% 14,862 $2.1M
Earned Wealth Advisors, LLC 0.15% Add +3.5% 14,858 $2.1M
McGuire Investment Group, LLC 0.23% Reduce -1.1% 14,854 $2.1M
Pinnacle Wealth Management Advisory Group, LLC 0.15% Add +1.0% 14,846 $2.1M
Global Assets Advisory, LLC 0.61% Add +5.4% 14,811 $2.1M
Freestone Capital Holdings, LLC 0.06% Reduce -1.6% 14,786 $2.1M
Neuberger Berman Group LLC 0.00% Add +7.0% 14,657 $2.1M
Simon Quick Advisors, LLC 0.09% Add +10.3% 14,610 $2.1M
Auxano Advisors, LLC 0.41% No change 14,572 $2.1M
Certified Advisory Corp 0.19% No change 14,571 $2.1M
Argent Trust Co 0.07% Reduce -3.4% 14,561 $2.1M
SeaBridge Investment Advisors LLC 0.34% Add +0.1% 14,516 $2.1M
Legacy Capital Group California, Inc. 0.51% Reduce -4.0% 14,507 $2.1M
Powers Capital, LLC 0.93% No change 14,390 $2.1M
Waterloo Capital, L.P. 0.15% Add +2.9% 14,359 $2.1M
Avidian Wealth Enterprises, LLC 0.08% Reduce -3.1% 14,353 $2.1M
Henson-Edgewater Management, LLC 1.22% — 14,342 $2.1M
Kane Investment Management, Inc. 1.00% Reduce -5.6% 14,320 $2.1M
Optas, LLC 0.32% Reduce -1.4% 14,318 $2.1M
Fragasso Financial Advisors Inc 0.12% Reduce -3.4% 14,246 $2.1M
Equitable Trust Co. 0.09% No change 14,204 $2.0M
Smartleaf Asset Management LLC 0.08% Add +13.4% 14,036 $2.0M
Modera Wealth Management, LLC 0.02% Reduce -7.0% 14,159 $2.0M
Objective Capital Management, LLC 2.07% No change 14,157 $2.0M
Oxinas Partners, LLC 0.98% Reduce -1.0% 14,124 $2.0M
Ritholtz Wealth Management 0.04% Reduce -1.1% 14,097 $2.0M
Wilson & Boucher Capital Management, LLC 1.33% Reduce -2.5% 14,086 $2.0M
XML Financial, LLC 0.16% Reduce -9.0% 13,983 $2.0M
Parr McKnight Wealth Management Group, LLC 0.26% Add +2.9% 13,976 $2.0M
Rhodes Investment Advisors Inc. 1.63% — 13,962 $2.0M
Endowment Wealth Management, Inc. 0.92% Add +18.5% 13,950 $2.0M
Summit Place Financial Advisors, LLC 0.97% Reduce -4.1% 13,912 $2.0M
Whalerock Point Partners, LLC 0.39% No change 13,900 $2.0M
Marathon Wealth Advisors LLC 0.79% — 13,862 $2.0M
Arcadia Wealth Management, Inc. 1.14% Reduce -9.8% 13,855 $2.0M
Bawa N Mallick Trust 0.74% No change 13,823 $2.0M
Cedarwood Wealth LLC 2.22% — 13,613 $2.0M
Crewe Advisors LLC 0.18% Reduce -4.2% 13,797 $2.0M
Warner Group LLC 1.22% Add +40.5% 13,794 $2.0M
Kaizen Financial Strategies 0.87% Reduce -5.1% 13,690 $2.0M
Bradley Foster & Sargent Inc. 0.03% Add +1.1% 13,594 $2.0M
Independent Wealth Network Inc. 0.60% Add +2.3% 13,591 $2.0M
Americana Partners, LLC 0.05% Reduce -1.1% 13,585 $2.0M
Polymer Capital Management (HK) LTD 0.30% No change 13,400 $1.9M
626 Financial, LLC 0.83% Reduce -0.8% 13,399 $1.9M
Sentinel Pension Advisors, LLC 0.30% Add +0.2% 13,350 $1.9M
Maia Wealth LLC 0.33% Reduce -2.4% 13,800 $1.9M
LVZ, Inc. 0.21% New 13,263 $1.9M
Blueprint Investment Partners LLC 0.20% New 13,260 $1.9M
White Lighthouse Investment Management Inc. 0.27% Add +244.4% 13,244 $1.9M
Medallion Wealth Advisors, LLC 0.64% Add +2.2% 13,216 $1.9M
Vista Investment Management 0.62% Reduce -0.4% 13,130 $1.9M
Apella Capital, LLC 0.04% Add +161.7% 13,058 $1.9M
Hobart Private Capital, LLC 0.37% No change 13,032 $1.9M
DT Investment Partners, LLC 0.16% No change 13,020 $1.9M
Heritage Oak Wealth Advisors LLC 0.69% Reduce -21.0% 12,996 $1.9M
Lebenthal Global Advisors, LLC 0.29% Add +3.7% 12,964 $1.9M
Bank of New Hampshire 0.42% No change 12,880 $1.9M
Doliver Advisors, LP 0.46% Add +55.4% 12,832 $1.8M
Wealth Architects, LLC 0.17% No change 12,814 $1.8M
Jackson, Grant Investment Advisers, Inc. 0.61% Add +0.1% 12,791 $1.8M
Greenleaf Trust 0.02% Reduce -10.7% 12,756 $1.8M
IAM Advisory, LLC 0.41% Add +0.1% 12,737 $1.8M
Fourpath Capital Management, LLC 0.25% Add +12.6% 12,678 $1.8M
Cane Capital Partners, LLC 0.76% — 12,660 $1.8M
W.G. Shaheen & Associates DBA Whitney & Co 0.14% Add +2.2% 12,591 $1.8M
Stratos Investment Management, LLC 0.07% Add +2.3% 12,535 $1.8M
Private Wealth Asset Management, LLC 0.20% Add +5.5% 12,516 $1.8M
Purkiss Capital Advisors LLC 0.84% Reduce -6.9% 12,479 $1.8M
Beacon Bank & Trust 0.36% No change 12,464 $1.8M
Box Hill Private Wealth LLC 1.82% — 12,458 $1.8M
Phillips Wealth Planners LLC 1.43% Reduce -9.5% 12,415 $1.8M
Aventura Private Wealth, LLC 0.64% No change 12,392 $1.8M
KDK Private Wealth Management, LLC 1.55% Reduce -0.3% 12,352 $1.8M
Davis R M Inc. 0.03% Reduce -1.3% 12,352 $1.8M
Contravisory Investment Management, Inc. 0.35% Reduce -11.0% 12,343 $1.8M
Finward Bancorp 1.38% Add +2.6% 12,304 $1.8M
Altus Wealth Group LLC 0.71% Reduce -6.7% 12,290 $1.8M
Maltin Wealth Management, Inc. 0.70% No change 12,275 $1.8M
Garde Capital, Inc. 0.10% Add +12.0% 12,273 $1.8M
Madden Advisory Services, Inc. 0.71% No change 12,255 $1.8M
Y.D. More Investments Ltd 0.08% Add +39.5% 12,222 $1.8M
Tradition Wealth Management, LLC 0.13% Reduce -4.3% 12,238 $1.8M
Founders Financial Alliance, LLC 0.33% Reduce -2.8% 12,198 $1.8M
Gilliland Jeter Wealth Management LLC 0.53% Reduce -14.1% 12,152 $1.7M
NTV Asset Management LLC 0.18% Reduce -4.5% 12,023 $1.7M
Fiduciary Alliance LLC 0.11% Add +4.7% 11,988 $1.7M
Armor Investment Advisors, LLC 0.63% Reduce -1.1% 11,981 $1.7M
Peoples Bank 1.73% Reduce -1.5% 11,962 $1.7M
Westwood Wealth Management 1.29% New 11,943 $1.7M
Lionshead Wealth Management, LLC 1.29% No change 11,943 $1.7M
Noesis Capital Mangement Corp. 0.25% Reduce -3.6% 11,940 $1.7M
Royal Fund Management, LLC 0.16% Add +86.7% 11,895 $1.7M
Laird Norton Wetherby Trust Company, LLC 0.04% New 11,856 $1.7M
LPWM LLC 0.43% Add +4.3% 11,836 $1.7M
Wealth Advisory Solutions, LLC 0.40% Reduce -4.1% 11,810 $1.7M
Russell Investments Group, Ltd. 0.00% Reduce -0.9% 11,803 $1.7M
Ruggiero Investments, Inc. 1.53% — 11,799 $1.7M
Robinson Value Management, Ltd. 0.92% Add +0.2% 11,794 $1.7M
1015 Capital Partners, LLC 1.67% — 11,790 $1.7M
YHB Investment Advisors, Inc. 0.12% Add +14.2% 11,730 $1.7M
Premier Private Wealth Management LLC 1.75% — 11,618 $1.7M
ProVise Management Group, LLC 0.12% Reduce -4.3% 11,696 $1.7M
Sagespring Wealth Partners, LLC 0.03% Add +16.6% 11,695 $1.7M
Tyche Wealth Partners LLC 0.27% Add +7.6% 11,663 $1.7M
Red Door Wealth Management, LLC 0.17% Add +0.8% 11,646 $1.7M
United Community Bank 0.63% Reduce -4.9% 11,624 $1.7M
Cardinal Point Capital Management ULC 0.11% Add +4.3% 11,608 $1.7M
Ifrah Financial Services, Inc. 0.43% Reduce -11.7% 11,604 $1.7M
One Day In July LLC 0.14% Reduce -3.2% 11,602 $1.7M
Boreal Capital Management LLC 1.52% Add +1.6% 11,565 $1.7M
Bridgewater Advisors Inc. 0.11% Reduce -5.3% 11,566 $1.7M
KLCM Advisors, Inc. 0.14% New 11,553 $1.7M
Fulton Breakefield Broenniman LLC 0.10% Reduce -8.0% 11,548 $1.7M
Fort Point Capital Partners LLC 0.20% No change 11,426 $1.7M
KPP Advisory Services LLC 0.24% No change 11,544 $1.7M
Sand Hill Global Advisors, LLC 0.06% Reduce -3.8% 11,506 $1.7M
Pathway Financial Advisors LLC 0.21% No change 11,202 $1.6M
Clark Capital Management Group, Inc. 0.01% Add +46.5% 11,384 $1.6M
Selective Wealth Management, Inc. 0.51% Add +1.1% 11,202 $1.6M
Marco Investment Management LLC 0.12% Reduce -0.1% 11,284 $1.6M
Lee Johnson Capital Management, LLC 0.56% Add +3.2% 11,272 $1.6M
Hourglass Capital, LLC 0.35% Reduce -0.2% 11,240 $1.6M
Atlas Private Wealth Advisors 0.38% Add +0.8% 11,198 $1.6M
CHICAGO TRUST Co NA 0.25% Reduce -24.6% 11,192 $1.6M
Aureus Asset Management, LLC 0.10% No change 11,178 $1.6M
Correct Capital Wealth Management 0.30% Reduce -3.5% 11,049 $1.6M
Element Pointe Advisors, LLC 0.31% Add +6.4% 11,038 $1.6M
Elwood & Goetz Wealth Advisory Group, LLC 0.28% Reduce -1.0% 11,019 $1.6M
Nvwm, LLC 0.34% Add +65.3% 10,991 $1.6M
Harbor Investment Advisory, LLC 0.12% Reduce -0.2% 10,952 $1.6M
Silvercrest Asset Management Group LLC 0.01% No change 10,936 $1.6M
Main Street Financial Solutions, LLC 0.12% Add +60.9% 10,928 $1.6M
Penobscot Wealth Management 0.49% Add +7.0% 10,928 $1.6M
NCM Capital Management, LLC 0.58% No change 10,860 $1.6M
F/m Investments LLC 0.06% Add +0.7% 10,833 $1.6M
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 10,822 $1.6M
Horizon Family Wealth, Inc. 0.83% Add +0.1% 10,807 $1.6M
Total Clarity Wealth Management, Inc. 0.38% Add +0.8% 10,804 $1.6M
Swmg, LLC 0.43% Reduce -6.0% 11,019 $1.6M
M Holdings Securities, Inc. 0.11% New 10,795 $1.6M
Annex Advisory Services, LLC 0.03% Add +13.3% 10,733 $1.5M
City Center Advisors, LLC 1.42% Reduce -15.6% 10,717 $1.5M
Mather Group, Llc. 0.02% Add +1.7% 10,717 $1.5M
Global Wealth Management Investment Advisory, Inc. 0.25% Add +5.0% 10,698 $1.5M
M.E. Allison & Co., Inc. 1.05% No change 10,695 $1.5M
Nemes Rush Group LLC 0.14% Add +2.8% 10,683 $1.5M
Byrne Financial Freedom, LLC 0.71% Reduce -0.2% 10,680 $1.5M
Becker Capital Management Inc. 0.04% Reduce -4.5% 10,678 $1.5M
UMB Bank, n.a. 0.02% Add +59.0% 10,652 $1.5M
WealthPlan Investment Management, LLC 0.10% Add +40.0% 10,642 $1.5M
Silverlake Wealth Management LLC 0.34% Add +69.3% 10,626 $1.5M
Daner Wealth Management, LLC 0.93% Add +0.4% 10,692 $1.5M
River Wealth Advisors LLC 0.17% Add +7.5% 10,571 $1.5M
Larry Mathis Financial Planning, LLC 1.34% — 10,543 $1.5M
Brookwood Investment Group LLC 0.18% Reduce -0.4% 10,535 $1.5M
Legacy Edge Advisors, LLC 0.17% Add +5.0% 10,530 $1.5M
Cyndeo Wealth Partners, LLC 0.08% Reduce -0.3% 10,497 $1.5M
Three Magnolias Financial Advisors, LLC 0.94% No change 10,482 $1.5M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -28.8% 10,469 $1.5M
Xcel Wealth Management, LLC 0.39% Add +6.2% 10,463 $1.5M
Luminist Capital LLC 1.86% Reduce -4.1% 10,459 $1.5M
Chemistry Wealth Management LLC 0.28% No change 10,431 $1.5M
1900 Wealth Management LLC 0.10% Add +0.1% 10,410 $1.5M
GC Wealth Management RIA, LLC 0.06% Reduce -17.8% 10,398 $1.5M
Almanack Investment Partners, LLC. 0.25% Reduce -28.2% 10,343 $1.5M
Biltmore Family Office, LLC 0.20% Add +16.4% 10,287 $1.5M
Sherry Group, Inc. 1.55% — 10,162 $1.5M
Glen Eagle Advisors, LLC 0.20% Reduce -21.1% 10,261 $1.5M
Quadrant Private Wealth Management, LLC 0.24% Add +3.1% 10,253 $1.5M
Hilltop National Bank 0.36% Add +0.9% 10,244 $1.5M
Ullmann Wealth Partners Group, LLC 0.15% Reduce -50.0% 4,900 $1.5M
Forvis Mazars Wealth Advisors, LLC 0.03% Reduce -2.3% 10,196 $1.5M
Two Sigma Securities, LLC 0.20% Reduce -46.9% 10,138 $1.5M
First United Bank & Trust 0.47% Add +5.9% 10,132 $1.5M
Cookson Peirce & Co. Inc. 0.06% Reduce -1.7% 10,130 $1.5M
Newman Dignan & Sheerar, Inc. 0.30% Reduce -1.9% 10,118 $1.5M
Highland Capital Management, LLC 0.07% Add +3.1% 10,058 $1.4M
Jackson Square Capital, LLC 0.29% Reduce -0.6% 10,040 $1.4M
Grantvest Financial Group LLC 0.93% Add +1.5% 10,035 $1.4M
Calamos Wealth Management LLC 0.05% Reduce -2.9% 10,016 $1.4M
Independence Bank of Kentucky 0.18% Add +28.4% 10,012 $1.4M
Ackerman Asset Management, LLC 0.96% No change 9,992 $1.4M
First National Bank of Mount Dora, Trust Investment Services 0.31% No change 9,928 $1.4M
Badgley Phelps Wealth Managers, LLC 0.03% Add +12.3% 9,902 $1.4M
Quartz Partners, LLC 0.53% Add +0.3% 9,892 $1.4M
Resolute Wealth Strategies, LLC 0.62% Add +9.4% 9,891 $1.4M
Dynasty Wealth Management, LLC 0.01% New 9,890 $1.4M
Advisors Capital Management, LLC 0.02% Add +10.6% 9,874 $1.4M
Whitener Capital Management, Inc. 0.32% Add +8.6% 9,861 $1.4M
Parisi Gray Wealth Management 0.32% No change 9,851 $1.4M
Essex Bank 0.31% Add +421.2% 9,798 $1.4M
Sweeney & Michel, LLC 0.42% Reduce -0.4% 9,836 $1.4M
Bearing Point Capital, LLC 0.22% Add +9.4% 9,758 $1.4M
Clarius Group, LLC 0.08% Reduce -14.3% 9,752 $1.4M
Ascent Group, LLC 0.05% Add +5.9% 9,742 $1.4M
Arcus Capital Partners, LLC 0.50% Add +449.2% 9,732 $1.4M
Howland Capital Management LLC 0.05% Add +3.1% 9,667 $1.4M
Yarger Wealth Strategies, LLC 0.60% Add +28.0% 9,640 $1.4M
Alpha Cubed Investments, LLC 0.05% Add +24.9% 9,639 $1.4M
Brown Brothers Harriman & Co. 0.01% Reduce -5.7% 9,596 $1.4M
Triangle Securities Wealth Management 0.29% Reduce -3.1% 9,590 $1.4M
HCR Wealth Advisors 0.14% No change 9,587 $1.4M
AmeriServ Wealth Advisors 0.80% Reduce -6.8% 9,571 $1.4M
Raab & Moskowitz Asset Management LLC 0.30% Add +9.0% 9,552 $1.4M
Polaris Investment Advisors, LLC 0.99% — 9,521 $1.4M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.48% Add +578.6% 9,500 $1.4M
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.20% Add +137.5% 9,500 $1.4M
American Institute for Advanced Investment Management, LLP 0.88% Reduce -0.1% 9,490 $1.4M
Barings LLC 0.03% New 9,482 $1.4M
Naviter Wealth, LLC 0.18% Reduce -2.8% 9,476 $1.4M
McAdam, LLC 0.06% Add +79.0% 9,466 $1.4M
Vanguard Group Inc. 0.00% Add +13.6% 9,402 $1.4M
Solstein Capital, LLC 0.54% Reduce -11.3% 9,394 $1.4M
Choate Investment Advisors 0.03% Add +2.7% 9,392 $1.4M
Beaumont Financial Advisors, LLC 0.09% Add +40.5% 9,381 $1.4M
American Trust 0.11% Reduce -19.4% 9,369 $1.3M
Aspiriant, LLC 0.04% Add +27.4% 9,310 $1.3M
Investment Management Corp. /Va/ 1.12% Reduce -2.1% 9,309 $1.3M
Signature Estate & Investment Advisors LLC 0.03% Add +27.3% 9,300 $1.3M
Sunesis Advisors, LLC 0.61% No change 9,284 $1.3M
Nadler Financial Group, Inc. 0.12% Reduce -8.4% 9,267 $1.3M
Westmount Partners, LLC 0.33% Reduce -0.5% 9,238 $1.3M
Jacobi Capital Management LLC 0.08% Reduce -39.2% 9,201 $1.3M
Brandywine Oak Private Wealth LLC 0.11% Add +1.6% 9,172 $1.3M
Everett Harris & Co. 0.02% Add +1.0% 9,144 $1.3M
V2 Financial group LLC 0.65% Add +1.1% 9,100 $1.3M
Summit Financial Consulting LLC 0.95% Add +17.3% 9,076 $1.3M
New England Private Wealth Advisors LLC 0.16% No change 9,069 $1.3M
Athena Investment Management 0.67% No change 9,020 $1.3M
Astra Wealth Partners LLC 0.79% Add +18.7% 8,969 $1.3M
Aprio Wealth Management, LLC 0.07% Add +202.1% 8,966 $1.3M
Schmidt P J Investment Management Inc. 0.21% Reduce -5.1% 8,962 $1.3M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.43% Reduce -2.7% 8,950 $1.3M
Plante Moran Financial Advisors, LLC 0.08% Reduce -3.0% 8,939 $1.3M
Eagle Wealth Advisors LLC 1.10% — 8,936 $1.3M
Evolve Private Wealth, LLC 0.08% — 8,932 $1.3M
Vertex Planning Partners, LLC 0.30% Reduce -3.9% 8,925 $1.3M
MRWM Advisors, LLC 0.68% No change 8,854 $1.3M
Gallagher Fiduciary Advisors, LLC 0.04% Add +15.2% 8,830 $1.3M
Signature Wealth Management Partners, LLC 0.63% No change 8,816 $1.3M
Kaydan Wealth Management, Inc. 0.37% No change 8,811 $1.3M
Financial & Tax Architects, LLC 0.28% Reduce -1.9% 8,806 $1.3M
Seelaus Asset Management LLC 1.02% No change 8,770 $1.3M
Serenity Investment Advisors 0.74% — 8,750 $1.3M
Columbus Macro, LLC 0.14% New 8,733 $1.3M
Patriot Financial Group Insurance Agency, LLC 0.15% Reduce -1.9% 8,696 $1.3M
Deutsche Bank AG 0.00% Reduce -71.4% 8,694 $1.3M
Flywheel Private Wealth LLC 0.78% Reduce -14.9% 8,688 $1.3M
Alley Investment Management Company, LLC 0.15% No change 8,664 $1.2M
Peak Planning Group, LLC 0.35% New 8,657 $1.2M
BIP Wealth, LLC 0.04% Add +1.9% 8,655 $1.2M
Interactive Financial Advisors, Inc. 0.80% Reduce -46.2% 8,641 $1.2M
Coyle Financial Counsel LLC 0.27% No change 8,638 $1.2M
Curi Capital, LLC 0.02% Reduce -5.5% 8,633 $1.2M
Cabana LLC 9.31% Add +150.2% 8,631 $1.2M
Hardy Reed LLC 0.09% No change 8,624 $1.2M
Austin Private Wealth, LLC 0.09% Reduce -13.0% 8,618 $1.2M
Broyhill Asset Management, LLC 1.09% No change 8,600 $1.2M
Samalin Investment Counsel, LLC 0.44% Reduce -5.1% 8,590 $1.2M
Frisch Financial Group, Inc. 0.28% Reduce -1.3% 8,568 $1.2M
GAMMA Investing LLC 0.06% Add +29.2% 8,563 $1.2M
Fearless Solutions, LLC dba Best Invest 0.74% Add +15.7% 8,496 $1.2M
Sather Financial Group Inc 0.07% Reduce -0.5% 8,485 $1.2M
Sapient Capital LLC 0.02% Add +9.9% 8,392 $1.2M
Bulltick Wealth Management, LLC 0.26% Add +0.7% 8,468 $1.2M
Tanglewood Wealth Management, Inc. 0.11% Reduce -28.1% 8,465 $1.2M
PDS Planning, Inc 0.08% Reduce -0.3% 8,448 $1.2M
Brady Family Wealth, LLC 0.38% Add +49.6% 8,442 $1.2M
Laurel Oak Wealth Management, LLC 0.20% — 8,421 $1.2M
ELCO Management Co., LLC 0.76% Reduce -0.4% 8,406 $1.2M
Lavaca Capital LLC 0.20% No change 8,400 $1.2M
Next Capital Management LLC 0.38% Add +3.6% 8,348 $1.2M
Capital Square, LLC 0.61% Add +1.1% 8,348 $1.2M
Lowery Thomas, LLC 0.68% Add +0.6% 8,335 $1.2M
Pension & Wealth Management Advisors, Inc. 0.36% No change 8,330 $1.2M
Dana Investment Advisors, Inc. 0.03% Add +3.2% 8,328 $1.2M
Pursue Wealth Partners LLC 0.58% No change 8,322 $1.2M
JM2 Capital Inc. 0.96% — 8,278 $1.2M
Fjell Capital, LLC 0.91% Reduce -2.1% 8,258 $1.2M
Pursuit Wealth Strategies, LLC 1.66% — 8,236 $1.2M
Prostatis Group LLC 0.28% Add +11.3% 8,231 $1.2M
Woodard & Co. Asset Management Group Inc. 0.19% New 8,222 $1.2M
1607 Capital Partners, LLC 0.08% New 8,220 $1.2M
First Manhattan Co. Llc. 0.00% Reduce -6.8% 8,218 $1.2M
Signaturefd, LLC 0.02% Reduce -20.6% 8,191 $1.2M
Empire Financial Management Company, LLC 0.26% Reduce -1.2% 8,187 $1.2M
Entelevest, LLC 1.22% — 8,154 $1.2M
Game Plan Financial Advisors, LLC 0.51% Reduce -4.1% 8,132 $1.2M
Milestone Asset Management, LLC 0.22% Add +20.2% 8,128 $1.2M
Boothe Investment Group, Inc. 0.42% Reduce -15.1% 8,098 $1.2M
Welch Group, LLC 0.04% Add +23.2% 8,075 $1.2M
Archer Investment Management, LLC 0.62% New 8,026 $1.2M
MassMutual Private Wealth & Trust, FSB 0.03% Reduce -2.9% 7,996 $1.2M
Beacon Financial Advisory LLC 0.27% No change 7,989 $1.2M
Total Wealth Planning & Management, Inc. 0.91% — 7,982 $1.1M
Delta Investment Management, LLC 0.20% Reduce -0.9% 7,980 $1.1M
Geometric Wealth Advisors 0.15% Reduce -2.2% 7,976 $1.1M
Blue Trust, Inc. 0.01% Add +4.8% 7,968 $1.1M
Perryman Financial Advisory Inc. 0.17% — 7,945 $1.1M
Compagnie Lombard Odier SCmA 0.01% No change 7,940 $1.1M
WP Advisors, LLC 0.28% Reduce -1.3% 7,921 $1.1M
Spartan Planning & Wealth Management 0.84% Reduce -9.6% 7,901 $1.1M
First Wilshire Securities Management Inc. 0.29% No change 7,900 $1.1M
Eldridge Investment Advisors, Inc. 0.25% No change 7,897 $1.1M
Fortis Advisors, LLC 0.63% Add +22.7% 7,890 $1.1M
Benchmark Financial Wealth Advisors, LLC 0.33% Add +2.2% 7,883 $1.1M
Matthew Goff Investment Advisor, LLC 0.20% Add +10.4% 7,882 $1.1M
Colonial River Investments, LLC 0.40% Reduce -7.9% 7,857 $1.1M
Dopkins Wealth Management, LLC 0.46% No change 7,855 $1.1M
Union Bancaire Privee, UBP SA 0.01% No change 7,774 $1.1M
Delta Capital Management LLC 0.64% No change 7,850 $1.1M
Beaton Management Co. Inc. 0.50% New 7,830 $1.1M
Family Capital Management, Inc. 0.50% No change 7,813 $1.1M
Forza Wealth Management, LLC 0.41% No change 7,810 $1.1M
MainStreet Investment Advisors LLC 0.16% No change 7,778 $1.1M
Wellington Management Group LLP 0.00% Reduce -27.9% 7,761 $1.1M
Autumn Glory Partners, LLC 0.39% Reduce -2.1% 7,760 $1.1M
Welch & Forbes LLC 0.01% No change 7,728 $1.1M
Diversified Enterprises, LLC 0.07% Reduce -1.2% 7,701 $1.1M
Financial Partners Group, Inc 0.13% Add +0.1% 7,665 $1.1M
Allie Family Office LLC 0.51% Reduce -27.0% 5,573 $1.1M
Kohmann Bosshard Financial Services, LLC 0.10% Reduce -0.2% 7,618 $1.1M
Lewis Asset Management, LLC 0.45% Reduce -3.8% 7,605 $1.1M
Aries Wealth Management 0.24% No change 7,590 $1.1M
Galvin, Gaustad & Stein, LLC 0.09% Reduce -1.7% 7,554 $1.1M
Hill Island Financial LLC 0.26% No change 7,545 $1.1M
Sawgrass Asset Management LLC 0.14% No change 7,542 $1.1M
AA Financial Advisors, LLC 0.20% Reduce -1.0% 7,538 $1.1M
Oldfather Financial Services, LLC 0.32% Reduce -5.5% 7,532 $1.1M
Sunflower Bank, N.A. 0.27% Reduce -0.5% 7,504 $1.1M
HBK Sorce Advisory LLC 0.02% Reduce -0.3% 7,651 $1.1M
Icon Wealth Advisors, LLC 0.07% Reduce -6.3% 7,487 $1.1M
Disciplined Investments, LLC 0.41% No change 7,475 $1.1M
AssuredPartners Investment Advisors, LLC 0.16% Add +394.5% 7,427 $1.1M
BCS Wealth Management 0.11% Add +100.0% 7,406 $1.1M
Plan Group Financial, LLC 0.28% Reduce -8.3% 7,384 $1.1M
Summit Financial Wealth Advisors, LLC 0.15% Add +1.2% 7,383 $1.1M
PMG Wealth Management, Inc. 0.77% Reduce -2.5% 7,333 $1.1M
Rossmore Private Capital 0.09% No change 7,330 $1.1M
Pines Wealth Management, LLC 0.34% Reduce -3.2% 7,324 $1.1M
Liberty Square Wealth Partners LLC 0.30% Reduce -0.8% 7,320 $1.1M
WJ Financial Advisors LLC 0.94% No change 7,316 $1.1M
Smith Salley Wealth Management 0.05% Add +2.8% 7,298 $1.1M
First Community Trust NA 0.78% Reduce -23.0% 7,297 $1.1M
Severin Investments, LLC 0.93% Reduce -3.2% 7,285 $1.0M
Secure Asset Management, LLC 0.17% Add +6.2% 7,284 $1.0M
MWA Asset Management 0.58% Reduce -2.5% 7,284 $1.0M
Saxony Capital Management, LLC 0.64% No change 7,280 $1.0M
Elmwood Wealth Management, Inc. 0.33% New 7,271 $1.0M
Intrepid Financial Planning Group LLC 0.39% No change 7,205 $1.0M
Global Wealth Strategies & Associates 0.26% Add +33.6% 7,192 $1.0M
Smith, Moore & Co. 0.08% Reduce -6.3% 7,182 $1.0M
Regent Peak Wealth Advisors LLC 0.20% Reduce -0.6% 7,181 $1.0M
Avalon Trust Co 0.07% No change 7,176 $1.0M
Guardian Capital, LLC 0.91% — 7,075 $1.0M
Crown Wealth Group, LLC 0.28% New 7,062 $1.0M
Alpha Wealth Funds, LLC 0.68% Reduce -2.0% 7,036 $1.0M
Prosperity Wealth Management, Inc. 0.34% Add +7.2% 7,031 $1.0M
Aviance Capital Partners, LLC 0.12% Add +24.1% 7,003 $1.0M
Alpine Woods Capital Investors, LLC 0.24% No change 7,000 $1.0M
DRW Securities, LLC 0.08% New 7,000 $1.0M
Tranquility Partners, LLC 0.36% Reduce -3.3% 6,990 $1.0M
Global Strategic Investment Solutions, LLC 0.10% Add +0.1% 6,986 $1.0M
Carret Asset Management, LLC 0.10% Reduce -3.4% 6,963 $1.0M
Alpha Zero LLC 0.55% Reduce -1.3% 6,963 $1.0M
First International Bank of Israel Ltd. 0.48% Reduce -3.3% 6,960 $1.0M
Forbes Financial Planning, Inc. 0.58% Reduce -42.7% 14,168 $1.0M
Iyo Bank, Ltd. 0.32% Add +124.1% 6,943 $1000K
Councilmark Asset Management, LLC 0.56% No change 6,940 $999K
Cornell Pochily Investment Advisors, Inc. 0.29% Add +6.1% 6,932 $998K
Aspen Investment Management Inc 0.30% Add +35.8% 6,935 $998K
Coastline Complete Wealth LLC 0.63% — 6,901 $993K
Journey Strategic Wealth LLC 0.03% Reduce -2.7% 6,885 $991K
Beacon Bridge Wealth Partners, LLC 0.33% New 6,857 $987K
Axim Planning & Wealth 1.05% Reduce -4.8% 6,844 $985K
Endeavor Private Wealth, Inc. 0.28% Reduce -0.3% 6,838 $984K
Fund Advisors of America Inc 0.90% — 6,831 $983K
Oxford Financial Group, LTD. LLC 0.05% Reduce -0.2% 6,794 $978K
Hubbell Strickland Wealth Management, LLC 0.39% No change 6,794 $978K
Eddie Patel Inc 0.73% — 6,791 $978K
Warner Financial, Inc. 0.34% No change 6,785 $977K
LaFleur & Godfrey LLC 0.12% Reduce -1.2% 6,770 $975K
Princeton Global Asset Management LLC 0.16% Add +3.2% 6,758 $973K
Evergreen Capital Management LLC 0.02% No change 6,754 $972K
Breakwater Capital Group 0.14% No change 6,753 $972K
Pacific Wealth Strategies Group, Inc. 0.55% No change 6,738 $970K
PUREfi Wealth, LLC 0.74% No change 6,720 $967K
Balefire, LLC 0.19% Add +12.6% 6,719 $967K
Investmark Advisory Group LLC 0.41% Add +0.1% 6,717 $967K
Bluespring Wealth Management, LLC 0.08% No change 6,704 $965K
HTG Investment Advisors, Inc. 0.30% No change 6,678 $961K
Mascagni Wealth Management, Inc. 0.72% Reduce -1.5% 6,678 $961K
Lifeworks Advisors, LLC 0.12% Add +15.0% 6,660 $959K
Amplius Wealth Advisors, LLC 0.08% No change 6,660 $959K
Golden Reserve Retirement LLC 0.18% New 6,655 $958K
FSB Premier Wealth Management, Inc. 0.30% Add +6.4% 6,640 $956K
Bayban 0.84% — 6,624 $954K
Dale Q Rice Investment Management Ltd 0.68% Reduce -11.0% 6,616 $952K
Vermillion Wealth Management, Inc. 0.39% Add +9.2% 6,609 $951K
17 Capital Partners, LLC 0.49% Add +3.8% 6,595 $949K
Roman Butler Fullerton & Co. 0.25% Add +8.3% 6,512 $943K
Sound Income Strategies, LLC 0.04% Add +390.0% 6,448 $939K
Great Lakes Advisors, LLC 0.01% No change 6,516 $938K
Dymon Asia Capital (singapore) Pte. LTD. 0.21% New 6,504 $936K
Midland Wealth Advisors, LLC 0.05% Reduce -3.6% 6,484 $934K
Empirical Asset Management, LLC 0.26% Add +0.9% 6,471 $932K
VCI Wealth Management LLC 0.26% Reduce -50.0% 6,461 $930K
Private Client Services, LLC 0.29% Add +0.8% 6,414 $923K
Obermeyer Wealth Partners 0.04% Add +3.2% 6,408 $923K
Bluebird Wealth Management LLC 0.86% — 6,400 $921K
Clear Harbor Asset Management, LLC 0.06% Add +10.3% 6,399 $921K
Sterling Investment Management, LLC 0.52% Reduce -9.5% 6,386 $919K
Pictet North America Advisors SA 0.09% No change 6,374 $918K
Facet Wealth, Inc. 0.02% Add +14.0% 6,132 $915K
QRG Capital Management, Inc. 0.01% Add +19.4% 6,345 $913K
FAS Wealth Partners, Inc. 0.06% Reduce -9.3% 6,337 $912K
Blue Fin Capital, Inc. 0.14% Reduce -14.8% 6,325 $911K
Wealth Group Ltd 0.20% Reduce -3.2% 6,309 $908K
Vident Advisory, LLC 0.01% Reduce -10.7% 6,302 $907K
Boston Trust Walden Corp 0.01% Reduce -8.4% 6,302 $907K
Banque Pictet & Cie SA 0.01% No change 6,280 $904K
Freedom Investment Management, Inc. 0.26% Reduce -68.6% 6,270 $903K
DSG Capital Advisors, LLC 0.14% Reduce -1.9% 6,174 $898K
Tower Research Capital LLC (TRC) 0.02% Reduce -92.0% 6,236 $898K
D L Carlson Investment Group Inc. 0.15% Reduce -2.3% 6,229 $897K
Lantern Wealth Advisors, LLC 0.47% No change 6,200 $893K
Wellington Shields & Co., LLC 0.22% Add +27.4% 6,192 $891K
Inscription Capital, LLC 0.09% Reduce -7.7% 6,185 $890K
Financial Freedom, LLC 0.44% Reduce -6.0% 6,181 $890K
Ballast Rock Private Wealth LLC 0.56% — 6,180 $890K
Harvey Capital Management Inc. 0.19% No change 6,150 $885K
Ellis Investment Partners, LLC 0.15% Reduce -1.8% 6,098 $878K
Acorn Financial Advisory Services Inc. 0.13% No change 6,064 $873K
Richardson Financial Services Inc. 0.28% New 6,053 $871K
Mason & Associates Inc 0.16% Reduce -4.6% 6,038 $869K
First Commonwealth Financial Corp 0.14% Add +7.0% 6,034 $869K
Comprehensive Financial Planning, Inc. 0.57% Add +2.2% 6,020 $867K
Hazlett, Burt & Watson, Inc. 0.28% Add +9.1% 6,018 $866K
Ignite Planners, LLC 0.13% Reduce -3.3% 6,012 $865K
Global Endowment Management, LP 0.11% No change 6,000 $864K
Pasadena Private Wealth, LLC 0.12% No change 5,992 $863K
Winthrop Advisory Group LLC 0.07% Reduce -4.8% 5,985 $862K
Claro Advisors Inc. 0.12% Add +12.1% 5,972 $860K
Oxler Private Wealth LLC 0.25% Add +0.1% 5,961 $858K
Grove Bank & Trust 0.10% Add +58.7% 5,950 $857K
LeClair Wealth Partners LLC 0.50% No change 5,946 $856K
WASHINGTON TRUST Co 0.03% Add +0.1% 5,906 $850K
Emergent Wealth Advisors, LLC 0.48% New 5,890 $848K
Hanover Advisors Inc. 0.33% Reduce -0.1% 5,883 $847K
PCG Wealth Advisors, LLC 0.24% No change 5,879 $846K
Embree Financial Group 0.10% Reduce -0.2% 5,869 $845K
MBL Wealth, LLC 0.07% Add +7.3% 5,868 $845K
HRC Wealth Management, LLC 0.40% Add +0.1% 5,864 $844K
Wagner Wealth Management, Corp 0.83% — 5,857 $843K
MLG Wealth Management DBA Pine Grove Financial Group 0.10% — 5,836 $840K
Personal Cfo Solutions, LLC 0.13% No change 5,825 $839K
Sovereign Financial Group, Inc. 0.15% Reduce -2.8% 5,824 $838K
Truvestments Capital LLC 0.15% Reduce -2.9% 5,817 $838K
Waystone Advisors LLC 0.72% — 5,817 $837K
Arista Wealth Management, LLC 0.10% Reduce -0.9% 5,814 $837K
Nvest Financial, LLC 0.35% Add +0.1% 5,800 $835K
SOL Capital Management CO 0.07% Add +0.3% 5,802 $835K
Perissos Private Wealth Management, LLC 0.72% Reduce -29.2% 5,794 $834K
St Germain D J Co. Inc. 0.03% Reduce -5.1% 5,794 $834K
Burford Brothers, Inc. 0.34% No change 5,789 $833K
Strait & Sound Wealth Management LLC 0.31% Reduce -12.2% 5,770 $831K
Alesco Advisors, LLC, An ESL Co 0.02% Add +9.4% 5,755 $829K
High Net Worth Advisory Group LLC 0.19% Add +0.4% 5,747 $828K
Accredited Investors Inc. 0.04% Add +0.3% 5,728 $825K
O'Brien Wealth Partners LLC 0.11% No change 5,720 $824K
Camelot Technology Advisors, Inc. 0.62% Reduce -24.9% 5,719 $823K
North Capital, Inc. 0.71% No change 5,704 $821K
Baldwin Investment Management, LLC 0.09% No change 5,700 $821K
Liberty Wealth Management LLC 0.11% Add +5.3% 5,698 $820K
Volterra Technologies LP 0.84% New 5,698 $820K
Farmers & Merchants Investments Inc. 0.02% Reduce -0.4% 5,691 $819K
Two West Capital Advisors LLC 0.48% Add +40.5% 5,684 $818K
Waddell & Associates, LLC 0.06% Reduce -1.0% 5,666 $816K
Private Wealth Partners, LLC 0.06% No change 5,634 $811K
Tidemark, LLC 0.23% Reduce -27.9% 5,633 $811K
Rebalance, LLC 0.05% Reduce -5.3% 5,627 $810K
Worth Financial Advisory Group, LLC 0.39% No change 5,616 $809K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -1.7% 5,600 $806K
FLC Capital Advisors 0.15% No change 5,596 $806K
Richard W. Paul & Associates, LLC 0.27% Reduce -36.2% 5,589 $805K
Genesis Private Wealth, LLC 0.25% New 5,538 $797K
Asset Management Group, Inc. 0.13% Add +1.4% 5,533 $797K
Roof Eidam Maycock Peralta, LLC 0.18% No change 5,520 $795K
Penobscot Investment Management Company, Inc. 0.06% Add +0.8% 5,505 $793K
Root Financial Partners, LLC 0.04% Reduce -2.5% 5,447 $784K
Ackerman Capital Advisors, LLC 0.16% Add +2.7% 5,438 $783K
McElhenny Sheffield Capital Management, LLC 0.19% Reduce -95.6% 5,436 $783K
Brick & Kyle, Associates 0.28% Add +21.8% 5,413 $779K
Pinnacle Wealth Planning Services, Inc. 0.08% No change 5,406 $778K
Texas Yale Capital Corp. 0.02% No change 5,400 $777K
Bernard Wealth Management Corp. 0.32% No change 5,396 $777K
Tableaux LLC 0.55% Reduce -50.0% 5,378 $774K
Advance Capital Management, Inc. 0.03% Add +5.4% 5,377 $774K
Hyundai Investments Co., Ltd. 0.75% New 5,314 $773K
Juncture Wealth Strategies, LLC 0.25% Reduce -0.9% 5,356 $771K
Sovran Advisors, LLC 0.07% Add +2.3% 5,293 $770K
Parkway Wealth Management Group, LLC 0.10% — 5,330 $767K
Vectors Research Management, LLC 0.23% Reduce -19.6% 5,321 $766K
Empowered Funds, LLC 0.01% Reduce -36.9% 5,304 $764K
Portfolio Resources Advisor Group, Inc. 0.76% — 5,295 $762K
STAR Financial Bank 0.39% Reduce -0.5% 5,287 $761K
Flagship Wealth Advisors, LLC 0.22% No change 5,286 $761K
Northeast Investment Management 0.03% No change 5,276 $760K
Diversified Trust Co. 0.01% No change 5,276 $760K
Haven Private, LLC 0.33% Reduce -23.7% 5,274 $759K
Daymark Wealth Partners, LLC 0.02% Reduce -8.2% 5,271 $759K
Mindset Wealth Management, LLC 0.20% Add +0.3% 5,271 $759K
Northbridge Financial Group, LLC 0.34% — 5,267 $758K
Platform Technology Partners 0.16% Add +1.5% 5,261 $757K
Byrne Asset Management LLC 0.42% New 5,260 $757K
Confluence Wealth Services, Inc. 0.03% Add +2.0% 5,257 $757K
Buska Wealth Management, LLC 0.28% Reduce -14.5% 5,255 $757K
American State Bank (Iowa) 0.36% Add +1.0% 5,228 $753K
First Foundation Advisors 0.03% No change 5,226 $752K
Investment Partners Asset Management, Inc. 0.47% Reduce -0.9% 5,215 $751K
Gryphon Financial Partners LLC 0.08% No change 5,199 $748K
Jackson Hole Capital Partners, LLC 0.13% No change 5,168 $744K
Brooklyn Investment Group 0.03% Add +195.8% 5,100 $744K
WealthPLAN Partners, LLC 0.11% No change 5,162 $743K
Petros Family Wealth, LLC 0.49% Add +153.4% 5,150 $741K
Goodman Advisory Group, LLC 0.18% Reduce -33.8% 5,147 $741K
Lumbard & Kellner, LLC 0.26% Reduce -1.1% 5,140 $740K
Prospect Financial Services LLC 0.42% Reduce -1.9% 5,137 $740K
OneAscent Family Office, LLC 0.50% Reduce -6.3% 5,137 $740K
American Financial Advisors, LLC 0.10% Reduce -3.1% 5,119 $737K
Lynx Investment Advisory 0.40% Add +0.6% 5,113 $736K
Diligent Investors, LLC 0.18% Add +0.3% 5,110 $736K
Ellevest, Inc. 0.10% No change 5,108 $735K
Symphony Financial, Ltd. Co. 0.10% New 5,092 $734K
Estate Planners Group, LLC 0.32% — 5,093 $733K
Integrated Financial Solutions, Inc. 0.52% Reduce -8.9% 5,089 $733K
1ST Source Bank 0.04% Add +46.1% 5,072 $730K
Heritage Family Offices, LLP 0.33% Reduce -12.9% 5,068 $730K
Prosperity Bancshares Inc 0.66% — 5,068 $730K
Cozad Asset Management Inc. 0.06% No change 5,052 $727K
Thoroughbred Financial Services, LLC 0.04% Add +25.6% 5,052 $727K
Parkside Financial Bank & Trust 0.05% Reduce -6.4% 5,032 $724K
Wilmington Savings Fund Society, FSB 0.02% Reduce -39.0% 5,028 $724K
Taylor & Morgan Wealth Management, LLC 0.41% Reduce -1.8% 5,026 $724K
Hanson & Doremus Investment Management 0.09% Reduce -0.3% 5,012 $722K
HUB Investment Partners, LLC 0.02% Reduce -25.7% 5,014 $722K
Burling Wealth Partners, LLC 0.11% Reduce -3.4% 5,006 $721K
Apriem Advisors 0.07% Reduce -3.1% 5,006 $721K
LS Investment Advisors, LLC 0.10% No change 5,000 $720K
Woodstock Corp. 0.06% No change 5,000 $720K
TCFG Wealth Management, LLC 0.28% Reduce -7.4% 4,997 $719K
Miramontes Capital, LLC 0.25% — 4,995 $719K
McLaughlin Asset Management, Inc. 0.64% — 4,976 $716K
Sandbox Financial Partners, LLC 0.20% Reduce -8.9% 4,955 $713K
Performance Wealth Partners, LLC 0.02% No change 4,921 $709K
Trust Co. of Vermont 0.03% Reduce -0.8% 4,918 $708K
Heritage Trust Co 0.07% No change 4,912 $707K
NorthCoast Asset Management LLC 0.02% Reduce -93.3% 4,906 $706K
Arwa LLC 0.41% — 4,892 $704K
Mayflower Financial Advisors, LLC 0.09% No change 4,888 $704K
Hantz Financial Services, Inc. 0.01% Add +19.6% 4,880 $703K
Insight Advisors, LLC/ PA 0.11% Add +2.9% 4,867 $701K
Meridian Financial Advisors, LLC 0.38% Add +3.2% 4,861 $700K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 4,708 $697K
Prudential PLC 0.01% Reduce -91.9% 4,840 $697K
Bci Securities, Inc. 5.97% — 4,804 $692K
Bayshore Asset Management, LLC 0.28% Add +100.0% 4,800 $691K
My Personal CFO, LLC 0.29% New 4,794 $690K
Welch Capital Partners LLC 0.14% No change 4,780 $688K
Physician Wealth Advisors, Inc. 0.10% Add +0.1% 4,765 $686K
Shufro Rose & Co. LLC 0.05% Reduce -15.0% 4,764 $686K
Manhattan West Asset Management, LLC 0.14% Add +30.7% 4,763 $686K
Berman McAleer LLC 0.09% No change 4,749 $684K
Dagco, Inc. 0.16% Add +0.1% 4,746 $683K
Activest Wealth Management 0.13% Add +29.1% 4,736 $682K
Magnolia Capital Advisors LLC 0.14% New 4,723 $680K
Armstrong Advisory Group, Inc. 0.05% No change 4,680 $674K
Gsa Capital Partners LLP 0.06% No change 4,676 $673K
Klingman & Associates, LLC 0.03% Reduce -12.8% 4,674 $673K
Tolleson Wealth Management, Inc. 0.10% No change 4,668 $672K
Coldstream Capital Management Inc. 0.01% Add +0.8% 4,664 $671K
Vantus Wealth LLC 0.49% — 4,661 $671K
Beacon Capital Management, LLC 0.10% Reduce -4.9% 4,646 $669K
TrueWealth Advisors, LLC 0.17% Reduce -1.8% 4,646 $669K
Elevated Capital Advisors, LLC 0.16% Reduce -1.1% 4,636 $667K
Traction Financial Partners, LLC 0.39% Add +1.9% 4,616 $665K
Leavell Investment Management, Inc. 0.03% No change 4,616 $665K
WealthBridge Capital Management, LLC 0.15% Reduce -2.1% 4,594 $661K
Q3 Asset Management 0.15% New 4,586 $660K
HM Payson & Co. 0.01% No change 4,578 $659K
Dearborn Partners LLC 0.03% No change 4,568 $658K
Cape Investment Advisory, Inc. 0.20% Add +31.1% 4,560 $656K
OneAscent Financial Services LLC 0.06% Reduce -74.5% 4,557 $656K
Intrust Bank NA 0.05% No change 4,552 $655K
Northeast Financial Group, Inc. 0.16% Reduce -0.2% 4,548 $655K
LBMC Investment Advisors, LLC 0.04% New 4,548 $655K
Breakwater Investment Management 0.24% No change 4,545 $654K
Clark Asset Management, LLC 0.07% Add +78.1% 4,542 $654K
180 Wealth Advisors, LLC 0.07% Add +0.9% 4,540 $654K
Holderness Investments Co. 0.13% Reduce -1.6% 4,536 $653K
First Command Advisory Services, Inc. 0.00% Reduce -13.2% 4,529 $652K
Cambria Investment Management, L.P. 0.04% Reduce -46.2% 4,526 $652K
Black Maple Capital Management LP 0.49% No change 4,520 $651K
Burke & Herbert Bank & Trust Co. 0.18% Reduce -54.7% 4,510 $649K
Gateway Investment Advisers LLC 0.01% Add +125.3% 4,506 $649K
Granite Bay Wealth Management, LLC 0.16% No change 4,500 $648K
FSM Wealth Advisors, LLC 0.09% Add +14.5% 4,496 $647K
Cambient Family Office, LLC 0.09% — 4,492 $647K
OpenArc Corporate Advisory, LLC 0.01% — 4,489 $646K
Ark Wealth Advisors LLC 0.69% — 4,482 $645K
Gray Private Wealth, LLC 0.31% No change 4,472 $644K
Mairs & Power Inc. 0.01% No change 4,470 $644K
Artesa Financial Group, LLC 0.66% — 4,469 $643K
Bellecapital International Ltd. 0.11% No change 4,460 $642K
Clearwater Capital Advisors, LLC 0.05% Reduce -2.5% 4,452 $641K
New Republic Capital, LLC 0.17% New 4,450 $641K
Goelzer Investment Management, Inc. 0.03% Reduce -10.4% 4,446 $640K
Kendall Capital Management 0.13% Add +3.5% 4,436 $639K
Cottage Street Advisors LLC 0.27% Reduce -0.3% 4,432 $638K
SOA Wealth Advisors, LLC. 0.11% No change 4,426 $637K
Longview Financial Advisors LLC 0.35% Add +7.6% 4,426 $637K
Phillips Financial Management, LLC 0.04% Reduce -3.1% 4,426 $637K
Burney Co./ 0.02% Add +23.4% 4,418 $636K
L & S Advisors Inc 0.06% Reduce -13.9% 4,410 $635K
SageView Advisory Group, LLC 0.02% Reduce -14.2% 4,408 $635K
Community Bank, N.A. 0.07% Reduce -10.8% 4,390 $632K
Wealth Enhancement Trust Services, Inc. 0.08% — 4,368 $629K
Traynor Capital Management, Inc. 0.03% Add +3.5% 4,365 $628K
Impact Partnership Wealth, LLC 0.08% Add +46.8% 4,363 $628K
Centurion Wealth Management LLC 0.14% Reduce -0.2% 4,359 $628K
JDM Financial Group LLC 0.24% Reduce -3.2% 4,352 $627K
First Nebraska Trust Co 0.06% No change 4,350 $626K
Farmers National Bank 0.14% Add +7.7% 4,343 $625K
Addison Advisors LLC 0.14% No change 4,332 $624K
Paladin Advisory Group, LLC 0.46% No change 4,330 $623K
Smith & Howard Wealth Management, LLC 0.14% No change 4,314 $621K
Valley Wealth Managers, Inc. 0.04% Reduce -1.8% 4,292 $618K
Kuhn & Co Investment Counsel 0.41% New 4,288 $617K
Avalon Capital Management 0.15% Add +0.6% 4,288 $617K
Greenline Wealth Management LLC 0.64% — 4,287 $617K
Pacific Park Financial, Inc. 0.39% — 4,286 $617K
Vicus Capital 0.05% No change 4,245 $611K
Canal Capital Management, LLC 0.09% Reduce -0.1% 4,234 $610K
Birch Hill Investment Advisors LLC 0.03% Add +29.2% 4,232 $609K
CRA Financial Services, LLC 0.08% Reduce -1.2% 4,209 $606K
Magnolia Private Wealth, LLC 0.42% No change 4,190 $603K
Adkins Seale Capital Management LLC 0.60% — 4,184 $602K
Global Financial Private Client, LLC 0.21% No change 4,184 $602K
Latitude Advisors, LLC 0.26% Reduce -4.1% 4,166 $600K
ABLE Financial Group, LLC 0.12% Add +114.8% 4,162 $599K
Wealthquest Corp 0.05% New 4,154 $598K
HORAN Wealth, LLC 0.09% New 4,145 $597K
Fusion Capital, LLC 0.17% Reduce -1.2% 4,137 $596K
Archer Investment Corp 0.13% Add +2.8% 4,100 $590K
IPG Investment Advisors LLC 0.10% Add +6.5% 4,096 $590K
Quantbot Technologies LP 0.02% Reduce -72.4% 4,091 $589K
Cypress Asset Management Inc. 0.13% No change 4,088 $589K
Gambit Capital Management, LLC 0.42% — 4,075 $587K
Yeomans Consulting Group, Inc. 0.17% No change 4,062 $585K
Angeles Wealth Management, LLC 0.03% Add +14.1% 4,056 $584K
Oakwell Private Wealth Management, LLC 0.11% Reduce -6.9% 4,042 $582K
SBI Okasan Asset Management Co.Ltd. 0.03% — 3,980 $581K
Darden Wealth Group Inc 0.28% Add +9.2% 4,003 $576K
Trust Co. of Oklahoma 0.17% Reduce -0.3% 4,002 $576K
BNC Wealth Management, LLC 0.15% Reduce -12.4% 3,996 $575K
Stanich Group LLC 0.43% Reduce -0.3% 3,984 $574K
Ascent Wealth Partners, LLC 0.07% Reduce -13.0% 3,984 $574K
Frazier Financial Advisors, LLC 0.34% Reduce -4.8% 3,982 $573K
Congress Asset Management Co. 0.00% No change 3,960 $570K
Kensington Investment Counsel, LLC 0.23% New 3,954 $569K
Floyd Financial Group LLC 0.38% Add +8.4% 4,037 $569K
Libra Wealth LLC 0.16% No change 3,950 $569K
Crescent Sterling, Ltd. 0.58% Add +15.5% 3,944 $568K
Keystone Financial Services 0.17% Reduce -1.2% 3,943 $568K
NorthCrest Asset Manangement, LLC 0.01% No change 3,910 $565K
Waldron Private Wealth LLC 0.02% Add +5.5% 3,912 $563K
Mine & Arao Wealth Creation & Management, LLC. 0.22% Reduce -15.2% 3,908 $563K
Mirador Capital Partners LP 0.08% Reduce -9.5% 3,883 $559K
Guyasuta Investment Advisors Inc. 0.03% Add +7.3% 3,879 $559K
Core Wealth Advisors, LLC 0.44% — 3,877 $558K
Mainstream Capital Management LLC 0.37% No change 3,876 $558K
Pioneer Family Office, LLC 0.38% — 3,872 $557K
Riggs Asset Managment Co. Inc. 0.11% Reduce -54.5% 3,864 $556K
Procyon Advisors, LLC 0.03% Add +16.8% 3,857 $555K
Register Financial Advisors LLC 0.22% Reduce -1.0% 3,845 $554K
SouthState Bank Corp 0.02% Reduce -10.6% 3,837 $552K
T. Rowe Price Associates Inc. 0.00% Add +12.5% 3,824 $551K
Uptick Partners, LLC 0.12% Add +45.9% 3,820 $550K
Tortuga Wealth Management, Inc 0.58% — 3,815 $549K
Gemmer Asset Management LLC 0.04% No change 3,812 $549K
Comprehensive Financial Consultants Institutional, Inc. 0.17% Reduce -22.2% 3,805 $548K
SlateStone Wealth, LLC 0.05% Reduce -2.2% 3,800 $547K
Squarepoint Ops LLC 0.00% New 3,793 $546K
Continuum Advisory, LLC 0.05% Reduce -1.3% 3,786 $545K
Crux Wealth Advisors 0.20% Reduce -0.9% 3,785 $545K
Townsend Asset Management Corp. /NC/ 0.19% Reduce -3.1% 3,782 $544K
Alaethes Wealth, LLC 0.15% Add +2.9% 3,742 $539K
Iron Gate Global Advisors LLC 0.06% Add +30.6% 3,736 $538K
WT Wealth Management 0.15% No change 3,722 $536K
JGP Wealth Management, LLC 0.06% No change 3,720 $536K
Betterment LLC 0.00% Add +4.7% 3,711 $534K
New York Life Investment Management LLC 0.00% New 3,706 $534K
Huntleigh Advisors, Inc. 0.09% Reduce -0.2% 3,704 $533K
First Western Trust Bank 0.03% Add +77.6% 3,702 $533K
Harbor Asset Planning, Inc. 0.46% Add +0.2% 3,698 $533K
Aerodigm Wealth, LLC 0.21% Add +32.2% 3,692 $532K
Trexquant Investment LP 0.00% Reduce -29.8% 3,690 $531K
McIlrath & Eck, LLC 0.05% Reduce -1.6% 3,682 $530K
Arlington Capital Management, Inc. 0.33% Add +1.5% 3,682 $530K
Clear Creek Financial Management, LLC 0.04% No change 3,681 $530K
Collaborative Wealth Managment Inc. 0.19% Reduce -0.8% 3,666 $528K
Braun Stacey Associates Inc. 0.02% Add +66.6% 3,665 $528K
Glass Jacobson Investment Advisors llc 0.19% No change 3,656 $526K
Affiance Financial, LLC 0.08% No change 3,652 $526K
Private Capital Advisors, Inc. 0.05% No change 3,626 $522K
Lodestone Wealth Management LLC 0.21% Reduce -31.9% 3,625 $522K
Avantra Family Wealth, Inc. 0.38% Reduce -0.7% 3,618 $521K
Creekside Partners 0.22% No change 3,613 $520K
Topsail Wealth Management, LLC 0.08% No change 3,612 $520K
Hall Capital Management Co. Inc. 0.20% No change 3,600 $518K
WealthTrust Axiom LLC 0.13% No change 3,595 $518K
Romano Brothers and Company 0.06% No change 3,586 $516K
LCNB Corp. 0.17% No change 3,580 $515K
Lifestyle Asset Management, Inc. 0.17% New 3,579 $515K
Slagle Financial, LLC 0.18% Reduce -0.1% 3,573 $514K
Tanglewood Legacy Advisors, LLC 0.19% No change 3,560 $513K
FORM Wealth Advisors, LLC 0.06% — 3,560 $513K
Guidance Point Advisors, LLC 0.12% Add +3.3% 3,545 $510K
Vantage Financial Partners, LLC 0.10% Add +2.8% 3,542 $510K
Wilkins Miller Wealth Management, LLC 0.30% No change 3,525 $508K
Home Federal Bank of Tennessee 0.13% No change 3,520 $507K
Howard Financial Services, LTD. 0.06% Add +24.3% 3,507 $505K
Marble Wealth, LLC 0.07% — 3,500 $504K
Vericrest Private Wealth 0.45% — 3,498 $504K
Standard Family Office LLC 0.53% No change 3,488 $502K
Hoxton Planning & Management, LLC 0.15% Reduce -15.5% 3,488 $502K
Capital Management Associates, Inc 0.11% Add +27.4% 3,488 $502K
Caxton Associates LLP 0.01% Reduce -74.2% 3,487 $502K
Charter Oak Capital Management, LLC 0.04% Reduce -1.6% 3,480 $501K
Nicolet Bankshares Inc. 0.08% Add +12.6% 3,480 $501K
Paragon Capital Management LLC 0.25% Reduce -6.7% 3,476 $501K
Decker Wealth Management LLC 0.11% — 3,470 $500K
Rice Partnership, LLC 0.07% Add +10.3% 3,469 $499K
Financial Council, LLC 0.20% No change 3,466 $499K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -2.9% 3,461 $498K
Integrated Capital Management, LLC 0.21% Reduce -1.3% 3,459 $498K
Pinnacle Bancorp, Inc. 0.15% Reduce -17.8% 3,458 $498K
Harmony Asset Management LLC 0.17% Reduce -12.2% 3,456 $498K
KFG Wealth Management, LLC 0.07% Reduce -2.7% 3,453 $497K
North Star Asset Management Inc. 0.02% Reduce -4.1% 3,444 $496K
Schneider Downs Wealth Management Advisors, LP 0.06% Reduce -4.3% 3,444 $496K
Outlook Wealth Advisors, LLC 0.11% Reduce -6.9% 3,434 $494K
Kingdom Financial Group LLC. 0.15% New 3,431 $494K
Retirement Solution LLC 0.11% Add +89.0% 3,418 $492K
Adamsbrown Wealth Consultants LLC 0.14% Add +1.4% 3,417 $492K
Trinity Financial Advisors LLC 0.14% No change 3,411 $491K
Viawealth, LLC 0.28% No change 3,410 $491K
Northwest Wealth Advisors, LLC 0.38% — 3,400 $489K
CDKV Holdings LLC 0.41% — 3,394 $489K
Cathy Pareto & Associates, Inc. 0.34% Reduce -7.0% 3,388 $488K
Beacon Financial Group 0.05% No change 3,375 $486K
Peak Wealth Management LLC 0.41% — 3,371 $485K
Linscomb Wealth, Inc. 0.02% New 3,364 $484K
Goldstone Financial Group, LLC 0.05% Add +3.7% 3,355 $483K
TruWealth Advisors, LLC 0.02% Reduce -1.9% 3,352 $483K
Semitam Bonam LLC 0.40% No change 3,350 $482K
Asset Allocation Strategies LLC 0.09% Reduce -1.1% 3,347 $482K
Summit Wealth Group LLC / Co. 0.06% New 3,321 $478K
Talisman Wealth Advisors LLC 0.37% Reduce -20.7% 3,276 $474K
SS&H Financial Advisors, Inc. 0.14% No change 3,282 $473K
IMA Advisory Services, Inc. 0.05% No change 3,276 $472K
Cape Cod Five Cents Savings Bank 0.04% Reduce -50.0% 2,088 $471K
VSM Wealth Advisory, LLC 0.14% Add +382.6% 3,272 $471K
Geneva Partners, LLC 0.17% Add +1.4% 3,266 $470K
Meeder Advisory Services, Inc. 0.02% Reduce -7.7% 3,258 $469K
Southland Equity Partners LLC 0.09% Add +11.2% 3,257 $469K
Ruggaard & Associates LLC 0.18% No change 3,246 $467K
Cadence Wealth Management LLC 0.22% Add +0.3% 3,223 $464K
Members Wealth LLC 0.29% Add +96.2% 3,175 $464K
Vista Capital Partners, Inc. 0.05% Add +43.0% 3,204 $461K
Everhart Financial Group, Inc. 0.04% Reduce -1.4% 3,196 $460K
Financial Enhancement Group LLC 0.06% Reduce -93.6% 3,199 $460K
Integrated Investment Consultants, LLC 0.09% Reduce -0.3% 3,178 $458K
Old North State Trust, LLC 0.27% Reduce -0.7% 3,172 $457K
Douglass Winthrop Advisors, LLC 0.01% No change 3,172 $457K
Ironwood Investment Counsel, LLC 0.06% Add +2.8% 3,167 $456K
Aspen Grove Capital, LLC 0.08% Add +46.7% 3,162 $455K
Legacy Financial Group, Inc. 0.12% Reduce -5.3% 3,161 $455K
VERITY Wealth Advisors 0.28% No change 3,150 $454K
Stevens Capital Partners 0.12% Add +0.3% 3,143 $452K
Florida Trust Wealth Management Co 0.01% Reduce -4.0% 3,138 $452K
Fonville Wealth Management LLC 0.09% No change 3,121 $449K
Pathway Financial Advisers, LLC 0.13% Reduce -0.5% 3,120 $449K
Montis Financial, LLC 0.09% No change 3,118 $449K
Clarus Group, Inc. 0.16% No change 3,108 $447K
Focused Alpha, LLC 0.13% — 3,106 $447K
Southeast Asset Advisors, LLC 0.04% Add +12.7% 3,106 $447K
Lincoln Capital Corp. 0.16% No change 3,106 $447K
Essex Financial Services, Inc. 0.03% Add +9.1% 3,104 $447K
Coordinated Financial Services, Inc. 0.26% No change 3,100 $446K
Mitchell Sinkler & Starr 0.20% No change 3,100 $446K
Missouri Trust & Investment Co 0.13% Add +3.3% 3,100 $446K
Bank of Stockton 0.13% Add +87.9% 3,100 $446K
Parthenon LLC 0.05% No change 3,100 $446K
Asset Planning Services Inc. /La/ 0.20% No change 3,100 $446K
Primoris Wealth Advisors, LLC 0.27% No change 3,082 $444K
Omnitrust Wealth Management, Inc 0.56% — 3,073 $442K
Carl P. Sherr & Co., LLC 0.20% Reduce -0.9% 3,072 $442K
JT Stratford LLC 0.06% Add +0.1% 3,054 $440K
Trail Ridge Investment Advisors, LLC 0.19% Reduce -47.9% 3,046 $439K
RTD Financial Advisors, Inc. 0.05% No change 3,035 $437K
Octavia Wealth Advisors, LLC 0.04% Add +0.6% 3,024 $435K
Trust Point Inc. 0.03% Add +5.4% 3,006 $433K
Chatham Capital Group, Inc. 0.06% No change 3,000 $432K
Value Investment Professionals, LLC 0.45% — 2,993 $431K
Clark Wealth Partners 0.26% Reduce -50.0% 2,990 $430K
Opulen Financial Group LLC 0.31% Add +6.1% 2,981 $429K
Managed Asset Portfolios, LLC 0.05% Add +49.9% 2,980 $429K
Elevated Financial Group LLC 0.15% — 2,978 $429K
WealthTrust Asset Management, LLC 0.30% Add +0.6% 2,963 $427K
Fortitude Financial, LLC 0.36% New 2,962 $426K
Wealth Quarterback LLC 0.15% Reduce -1.1% 2,960 $426K
Smith Chas P & Associates Pa Cpas 0.02% New 2,952 $425K
Argos Wealth Advisors, LLC 0.11% — 2,950 $425K
ALM First Financial Advisors, LLC 0.08% No change 3,613 $425K
Williams & Novak, LLC 0.32% Reduce -0.2% 2,949 $425K
Accel Wealth Management 0.12% Reduce -13.2% 2,949 $425K
City National Bank of Florida 0.28% No change 2,944 $424K
CBIZ Investment Advisory Services, LLC 0.02% Add +238.6% 2,912 $419K
Shared Vision Wealth Group LLC 0.17% No change 2,863 $418K
Tufton Capital Management 0.07% Add +2.4% 2,906 $418K
D'Orazio & Associates, Inc. 0.05% Add +34.1% 2,903 $418K
Garden State Investment Advisory Services LLC 0.10% Add +42.9% 2,895 $417K
Green Ridge Wealth Planning LLC 0.21% — 2,896 $417K
Churchill Financial Advisors, LLC 0.13% — 2,896 $417K
Lane Brothers & Co. Inc. 0.30% — 2,894 $417K
SJS Investment Consulting Inc. 0.05% Reduce -12.8% 2,891 $416K
Quadrant Capital Group LLC 0.01% Reduce -38.9% 2,891 $416K
Copia Wealth Management 0.30% Reduce -0.8% 2,890 $416K
Ethic Inc. 0.01% No change 2,890 $416K
Evernest Financial Advisors, LLC 0.09% Reduce -5.5% 2,902 $416K
Paulson Wealth Management Inc. 0.10% No change 2,884 $415K
Franklin Street Advisors Inc. 0.02% Add +68.6% 2,866 $413K
Greenwich Wealth Management LLC 0.02% No change 2,860 $412K
First American Bank 0.02% Reduce -5.1% 2,850 $410K
Triad Wealth Partners, LLC 0.04% Reduce -52.8% 2,848 $410K
Centric Wealth Management 0.09% Reduce -3.2% 2,810 $408K
Fortress Private Ledger, LLC 0.13% Add +9.3% 2,820 $406K
Well Done, LLC 0.06% No change 2,818 $406K
StrongBox Wealth, LLC 0.13% Reduce -2.8% 2,816 $405K
Nilsine Partners, LLC 0.03% No change 2,800 $403K
Davidson Kahn Capital Management, LLC 0.21% Add +29.4% 2,798 $403K
Elevation Wealth Management LLC 0.39% — 2,796 $403K
Lauer Wealth, LLC 0.31% Add +17.6% 2,787 $402K
Equita Financial Network, Inc. 0.12% No change 2,790 $402K
Optivise Advisory Services LLC 0.23% Reduce -7.8% 2,787 $401K
Smith Thornton Advisors LLC 0.20% No change 2,770 $399K
Oath Planning, LLC 0.39% — 2,770 $399K
Henrickson Nauta Wealth Advisors, Inc. 0.06% Add +39.9% 2,719 $398K
HMS Capital Management, LLC 0.16% No change 2,760 $397K
Destination Wealth Management 0.01% Add +100.6% 2,756 $397K
Titleist Asset Management, LLC 0.03% Reduce -12.6% 2,752 $396K
Pacific Center for Financial Services 0.10% Reduce -50.0% 1,405 $396K
Hengehold Capital Management LLC 0.03% Add +1.1% 2,745 $395K
Caldwell Sutter Capital, Inc. 0.17% Reduce -5.2% 2,730 $393K
Waterfront Wealth Inc. 0.07% Reduce -1.6% 2,683 $392K
Kintra Wealth, LLC 0.05% New 2,723 $392K
Synergy Investment Management, LLC 0.14% Add +3.8% 2,723 $392K
Barnes Wealth Management Group, Inc 0.21% Reduce -2.7% 2,715 $391K
Measured Risk Portfolios, Inc. 0.45% Reduce -5.3% 2,714 $391K
FRG Family Wealth Advisors LLC 0.06% No change 2,698 $388K
Iowa State Bank 0.07% New 2,662 $383K
Kellett Wealth Advisors, LLC 0.22% No change 2,658 $383K
CPC Advisors, LLC 0.04% Reduce -5.9% 2,658 $383K
Commonwealth Financial Services, LLC 0.06% No change 2,654 $382K
Thompson Davis & Co., Inc. 0.23% No change 2,650 $382K
Valley National Advisers Inc. 0.05% No change 2,650 $381K
Thompson Investment Management, Inc. 0.05% No change 2,646 $381K
Brown Miller Wealth Management, LLC 0.11% No change 2,644 $381K
Shrier Wealth Management, LLC 0.15% — 2,642 $380K
Rodgers & Associates, LTD 0.04% No change 2,635 $379K
Capital Group Private Client Services, Inc. 0.01% Add +73.7% 2,633 $379K
Rolek Wealth Management LLC 0.26% Add +0.2% 2,629 $378K
Gradient Investments LLC 0.01% Add +19.9% 2,628 $378K
Tortoise Investment Management, LLC 0.03% Reduce -3.0% 2,622 $378K
Means Investment Co., Inc. 0.03% Reduce -4.6% 2,617 $377K
J. Team Financial, Inc. 0.38% Reduce -0.9% 2,617 $377K
Axos Invest Inc. 0.28% Reduce -0.7% 2,615 $377K
Arta Finance Wealth Management LLC 0.19% — 2,613 $376K
King Wealth Management Group 0.05% No change 2,614 $376K
TFB Advisors LLC 0.10% Reduce -7.7% 2,610 $376K
Clearstead Trust, LLC 0.06% No change 2,610 $376K
Atlantic Edge Private Wealth Management, LLC 0.09% Reduce -29.7% 2,606 $375K
Braun-Bostich & Associates Inc. 0.23% Reduce -13.6% 2,600 $374K
Widmann Financial Services, Inc. 0.23% No change 2,600 $374K
Vestia Personal Wealth Advisors 0.19% No change 2,600 $374K
Aspire Private Capital, LLC 0.08% No change 2,592 $373K
Straight Path Wealth Management 0.10% No change 2,590 $373K
Ridgecrest Wealth Partners, LLC 0.20% No change 2,570 $370K
Marks Wealth, LLC 0.12% Reduce -99.2% 2,565 $369K
Unique Wealth, LLC 0.05% Add +13.9% 2,560 $369K
Bell Investment Advisors, Inc 0.06% Reduce -28.1% 2,558 $368K
Baker Boyer National Bank 0.11% No change 2,556 $368K
TRUE Private Wealth Advisors 0.04% Add +75.6% 2,543 $366K
Fairview Capital Investment Management, LLC 0.02% Add +4.1% 2,540 $366K
Rockwood Wealth Management, LLC 0.03% No change 2,536 $365K
Vestor Capital, LLC 0.03% Reduce -44.2% 1,500 $364K
Kelsey Financial, LLC 0.31% — 2,528 $364K
Meramec Financial Planners, LLC 0.14% — 2,576 $364K
PCM Encore, LLC 0.08% — 2,522 $363K
Banque Cantonale Vaudoise 0.01% Reduce -16.7% 2,520 $363K
Castle Rock Wealth Management, LLC 0.08% Add +1.2% 2,580 $363K
Intelligence Driven Advisers, LLC 0.05% No change 2,520 $363K
Faithward Advisors, LLC 0.05% New 2,518 $362K
Focused Wealth Management, Inc 0.04% Add +8.9% 2,517 $362K
Capital City Trust Co. 0.08% No change 2,504 $361K
Mountain Capital Investment Advisors Inc. 0.06% Add +14.3% 2,480 $360K
Cornerstone Financial Group, LLC 0.25% No change 2,498 $360K
LongView Wealth Management 0.09% Add +25.5% 2,445 $359K
EFG International AG 0.01% — 2,492 $359K
Farrell Financial LLC 0.21% Reduce -12.4% 2,492 $359K
Sageworth Trust Co 0.02% Add +35.4% 2,486 $358K
Chesley Taft & Associates LLC 0.01% No change 2,486 $358K
Second Line Capital, LLC 0.07% Add +12.7% 2,485 $358K
Patriot Investment Management Group, Inc. 0.02% No change 2,484 $358K
Hendershot Investments Inc. 0.05% No change 2,484 $358K
Joel Adams & Associates, Inc. 0.27% Reduce -2.9% 2,475 $356K
Squire Investment Management Company, LLC 0.11% Add +0.2% 2,474 $356K
Hancock Whitney Corp. 0.01% Add +43.3% 2,470 $356K
Hurlow Wealth Management Group, Inc. 0.09% Reduce -7.8% 2,466 $355K
Blackston Financial Advisory Group, LLC 0.22% Add +26.7% 2,463 $355K
MN Wealth Advisors, LLC 0.18% Add +0.1% 2,457 $354K
Aldebaran Financial Inc. 0.33% Reduce -14.1% 2,432 $354K
Payne Capital Management, LLC 0.11% Add +15.7% 2,452 $353K
Colonial Trust Advisors 0.03% Reduce -10.9% 2,441 $351K
Cove Private Wealth, LLC 0.11% No change 2,440 $351K
KRM Wealth Management L.L.C. 0.19% — 2,440 $351K
Bullock Wealth Management Group 0.17% — 2,439 $351K
Tennessee Valley Asset Management Partners 0.05% Reduce -20.1% 2,434 $350K
Marietta Investment Partners LLC 0.07% No change 2,434 $350K
Burns Matteson Capital Management, LLC 0.14% No change 2,429 $350K
SB Capital Management Inc 0.13% — 2,426 $349K
Valicenti Advisory Services Inc. 0.07% New 2,424 $349K
Norden Group LLC 0.03% Reduce -16.4% 2,422 $349K
MPWM Advisory Solutions, LLC 0.19% Reduce -18.8% 2,421 $349K
International Private Wealth Advisors LLC 0.22% Reduce -15.1% 2,416 $348K
TFC Financial Management, Inc. 0.04% No change 2,415 $348K
Central Valley Advisors, LLC 0.10% No change 2,410 $347K
Regency Capital Management Inc.\DE 0.14% Add +4.5% 2,407 $346K
JB Capital LLC 0.01% Add +14.3% 2,403 $346K
Greenwood Capital Associates LLC 0.04% Reduce -11.8% 2,398 $345K
S Harris Financial Group, LLC 0.33% — 2,397 $345K
Strathmore Capital Advisors, Inc. 0.11% Reduce -1.8% 2,390 $344K
Fischer Investment Strategies, LLC 0.20% Reduce -1.2% 2,388 $344K
Concorde Asset Management, LLC 0.14% Reduce -3.3% 2,386 $344K
Lee Danner & Bass Inc. 0.02% No change 2,385 $343K
BLVD Private Wealth, LLC 0.30% Reduce -16.7% 2,382 $343K
Palogic Value Management, L.P. 0.15% No change 2,380 $343K
Wilkerson Advisory Group LLC 0.12% — 2,380 $343K
Opal Wealth Advisors, LLC 0.09% Add +0.9% 2,370 $341K
Barrett & Company, Inc. 0.11% Reduce -13.6% 2,352 $339K
Blodgett Wealth Advisors, LLC 0.24% No change 2,350 $338K
Fox Hill Wealth Management 0.16% Add +5.3% 2,347 $338K
Provident Wealth Management, LLC 0.10% No change 2,342 $337K
Graves Light Lenhart Wealth, Inc. 0.04% No change 2,342 $337K
Capital Advisors Wealth Management, LLC 0.05% Reduce -20.3% 2,341 $337K
360 Financial, Inc. 0.10% Add +2.6% 2,341 $337K
Horrell Capital Management, Inc. 0.15% No change 2,338 $337K
Rosenberg Matthew Hamilton 0.07% No change 2,334 $336K
First Hawaiian Bank 0.04% No change 2,330 $335K
Beacon Investment Advisory Services, Inc. 0.01% Add +59.7% 2,328 $335K
Rialto Wealth Management, LLC 0.08% No change 2,327 $335K
Clarity Retirement & Wealth, LLC 0.29% — 2,325 $335K
Carson Advisory Inc. 0.17% No change 2,325 $335K
Plan A Wealth LLC 0.16% No change 2,318 $334K
Matrix Asset Advisors Inc. 0.03% No change 2,316 $333K
Maxele Advisors, LLC 0.27% No change 2,316 $333K
Stableford Capital II LLC 0.12% Add +18.6% 2,315 $333K
Grove Street Fiduciary, LLC 0.14% No change 2,314 $333K
LJI Wealth Management, LLC 0.05% No change 2,314 $333K
MBE Wealth Management, LLC 0.14% No change 2,312 $333K
Charles Schwab Trust Co 0.02% Reduce -65.5% 2,312 $333K
Private Management Group Inc. 0.01% Add +0.3% 2,312 $333K
Ogorek Anthony Joseph /NY/ 0.09% No change 2,306 $332K
Center For Asset Management LLC 0.17% Add +44.0% 2,304 $332K
Everest Financial Group LLC 0.07% — 2,302 $331K
Coastwise Capital Group, LLC 0.17% Reduce -8.2% 2,300 $331K
Altfest L J & Co. Inc. 0.04% Reduce -18.4% 2,296 $331K
Peoples Financial Services Corp. 0.15% Reduce -14.5% 2,296 $331K
Lazari Capital Management, Inc. 0.11% New 2,292 $330K
Legacy Financial Strategies, LLC 0.06% Add +2.1% 2,290 $330K
Wealth Dimensions Group, Ltd. 0.07% Add +9.0% 2,284 $329K
Marshall Financial Group, LLC 0.06% No change 2,284 $329K
Crusonia Wealth Advisors LLC 0.07% — 2,282 $329K
Broadleaf Partners, LLC 0.07% No change 2,280 $328K
Cooper Financial Group 0.03% Reduce -24.1% 2,276 $328K
Stone Summit Wealth LLC 0.09% Reduce -17.8% 2,276 $328K
Willner & Heller, LLC 0.24% No change 2,276 $328K
Walkner Condon Financial Advisors LLC 0.05% Reduce -3.4% 2,274 $327K
OLIO Financial Planning 0.09% Reduce -12.2% 2,272 $327K
Paragon Private Wealth Management, LLC 0.10% Reduce -6.8% 2,270 $327K
Atlanta Consulting Group Advisors, LLC 0.07% Add +26.0% 2,268 $327K
Fielder Capital Group LLC 0.07% Reduce -14.7% 2,268 $327K
TLWM 0.06% Add +56.1% 2,260 $325K
Summit Wealth & Retirement Planning, Inc. 0.08% No change 2,260 $325K
Firethorn Wealth Partners, LLC 0.12% No change 2,258 $325K
Sterling Group Wealth Management, LLC 0.16% No change 2,256 $325K
Impact Investors, Inc 0.22% Reduce -8.2% 2,246 $323K
Pearl Planning LLC 0.20% — 2,232 $321K
Canvas Wealth Advisors, LLC 0.05% New 2,232 $321K
Triumph Capital Management 0.07% Reduce -2.0% 2,230 $321K
Able Wealth Management LLC 0.10% Reduce -12.1% 2,225 $320K
Peterson Wealth Management 0.24% Reduce -18.9% 2,223 $320K
Transcendent Capital Group LLC 0.14% No change 2,208 $318K
KTF Investments, LLC 0.05% — 2,200 $317K
BXM Wealth LLC 0.24% Add +13.8% 2,199 $317K
CVA Family Office, LLC 0.04% Reduce -9.4% 2,194 $316K
Investment Planning Advisors, Inc. 0.09% Add +12.1% 2,194 $316K
Merkkuri Wealth Advisors LLC 0.21% Reduce -5.9% 2,193 $316K
Long Island Wealth Management, Inc. 0.15% No change 2,182 $314K
Kelman-Lazarov, Inc. 0.04% New 2,182 $314K
Jane Street Group, LLC 0.00% Reduce -98.2% 2,182 $314K
SK Wealth Management, LLC 0.09% Reduce -21.5% 2,138 $314K
Alerus Financial NA 0.02% Reduce -3.5% 2,176 $313K
Telos Capital Management, Inc. 0.03% Add +27.3% 2,167 $312K
Alchemi Wealth, LLC 0.17% — 2,166 $312K
Atlas Brown,Inc. 0.09% No change 2,166 $312K
Opal Capital LLC 0.08% — 2,172 $311K
Flagship Private Wealth, LLC 0.12% Reduce -9.3% 2,155 $310K
RCS Financial Planning, LLC 0.13% No change 2,154 $310K
WoodTrust Financial Corp 0.04% No change 2,156 $310K
ProCore Advisors, LLC 0.32% — 2,153 $310K
Jacksonville Wealth Management, LLC 0.22% Reduce -2.1% 2,144 $309K
Van Hulzen Asset Management, LLC 0.02% Add +2.0% 2,140 $308K
Gradient Capital Advisors, LLC 0.08% Reduce -6.2% 2,138 $308K
Cullen Capital Management, LLC 0.00% New 2,134 $307K
Plancorp, LLC 0.01% Reduce -0.7% 2,132 $307K
MSH Capital Advisors LLC 0.07% Add +3.6% 2,127 $306K
Bradley & Co. Private Wealth Management, LLC 0.16% No change 2,126 $306K
Novak & Powell Financial Services, Inc. 0.16% Reduce -8.6% 2,125 $306K
COFG Advisors, LLC 0.08% — 2,125 $306K
Flaharty Asset Management, LLC 0.04% No change 2,122 $306K
49 Wealth Management, LLC 0.02% Add +0.7% 2,118 $305K
Signature Equity Partners, LLC 0.17% — 2,117 $305K
Advisory Resource Group 0.05% Add +13.4% 2,117 $305K
ORG Partners LLC 0.05% No change 2,106 $304K
Crane Advisory, LLC 0.05% No change 2,066 $303K
Alongside, LLC 0.10% — 2,103 $303K
Spinnaker Investment Group, LLC 0.05% No change 2,102 $303K
Compass Financial Services Inc 0.13% Add +0.1% 2,087 $300K
Eagle Rock Investment Company, LLC 0.04% Add +0.8% 2,077 $299K
KERR FINANCIAL PLANNING Corp 0.40% Add +32.8% 1,546 $298K
Trustees of Dartmouth College 0.08% No change 2,070 $298K
HMV Wealth Advisors, LLC 0.15% No change 2,062 $297K
Total Investment Management Inc. 0.04% No change 2,060 $297K
Lakeridge Wealth Management LLC 0.13% No change 2,060 $297K
Weaver Consulting Group 0.07% Reduce -4.6% 2,056 $296K
BKM Wealth Management, LLC 0.11% No change 2,050 $295K
Centerline Wealth Advisors, LLC 0.11% Reduce -1.7% 2,050 $295K
Indiana Trust & Investment Management Co 0.09% Reduce -5.7% 2,044 $294K
InvesTrust 0.11% No change 2,040 $294K
Clear Retirement Advice LLC 0.23% — 2,125 $294K
Blankinship & Foster, LLC 0.06% Reduce -6.7% 2,038 $293K
Peak Asset Management, LLC 0.05% Reduce -5.7% 2,032 $293K
Steigerwald, Gordon & Koch Inc. 0.03% No change 2,030 $292K
Harbor Group, Inc. 0.04% No change 2,026 $292K
Atlantic Private Wealth, LLC 0.19% No change 2,025 $292K
Affinity Wealth Management LLC 0.04% Reduce -12.0% 2,024 $291K
Bowman & Co S.C. 0.12% New 2,021 $291K
Richard P Slaughter Associates Inc 0.06% New 2,021 $291K
GatePass Capital, LLC 0.15% No change 2,020 $291K
Appalachian Capital Management Ltd 0.23% — 2,018 $291K
SRH Advisors, LLC 0.08% No change 2,014 $290K
Allegheny Financial Group 0.04% No change 2,010 $289K
Gruss & Co., LLC 0.63% Reduce -50.0% 2,000 $288K
Security National Bank of Sioux City Iowa 0.18% No change 2,000 $288K
Ledgewood Wealth Advisors, LLC 0.17% No change 2,000 $288K
Ramirez Asset Management, Inc. 0.04% No change 2,000 $288K
Beirne Wealth Consulting Services, LLC 0.08% Reduce -4.0% 1,992 $287K
Second Half Financial Partners, LLC 0.13% New 1,990 $287K
Per Stirling Capital Management, LLC. 0.03% Reduce -85.7% 1,978 $285K
Dash Acquisitions Inc. 0.06% No change 2,060 $285K
Chapin Davis, Inc. 0.07% No change 1,976 $284K
Christine Messmer PC 0.19% — 1,974 $284K
Columbia Bank 0.08% Reduce -8.9% 1,972 $284K
Winch Advisory Services, LLC 0.06% Add +0.1% 1,962 $282K
Martel Wealth Advisors LLC 0.05% No change 1,958 $282K
Midwest Financial Group LLC 0.12% Add +0.1% 1,955 $281K
Signet Private Wealth LLC 0.27% — 1,953 $281K
Fortis Capital Management LLC 0.04% New 1,951 $281K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% New 1,947 $280K
Balance Wealth Partners LLC 0.09% New 1,936 $279K
Pin Oak Investment Advisors Inc. 0.20% No change 1,972 $278K
Sightline Wealth Advisors, LLC 0.12% No change 1,928 $278K
Precedent Wealth Partners, LLC 0.06% Add +2.2% 1,922 $277K
GDS Wealth Management 0.02% Reduce -2.0% 1,922 $277K
Capital Advantage, Inc. 0.04% No change 1,921 $277K
TrustBank 0.12% — 1,919 $276K
Advisory Advocates, LLC 0.27% — 1,919 $276K
Wisconsin Wealth Advisors, LLC 0.27% No change 1,918 $276K
FourThought Financial Partners, LLC 0.02% Add +8.7% 1,917 $276K
Pinnacle Wealth Management, LLC 0.19% No change 1,914 $276K
Riverpoint Wealth Management Holdings, LLC 0.06% Add +0.2% 1,913 $275K
DF Dent & Co. Inc. 0.00% No change 1,912 $275K
Michels Family Financial, LLC 0.20% Reduce -0.9% 1,908 $275K
Parcion Private Wealth LLC 0.02% No change 1,908 $275K
Clean Yield Group 0.08% No change 1,904 $274K
Uhlmann Price Securities, LLC 0.16% New 1,903 $274K
Cypress Wealth Services, LLC 0.04% New 1,903 $274K
Resources Management Corp. /CT/ 0.04% Reduce -0.3% 1,901 $274K
Virtue Capital Management, LLC 0.04% Reduce -88.2% 1,896 $274K
CAP Partners, LLC 0.15% No change 1,900 $274K
Roberts Glore & Co. Inc. 0.07% No change 1,900 $274K
A. D. Beadell Investment Counsel, Inc. 0.18% No change 1,900 $273K
Strategies Wealth Advisors, LLC 0.03% No change 1,895 $273K
Financial Management Network Inc. 0.04% Add +16.1% 1,890 $273K
Alpha Financial Partners LLC 0.17% Add +0.1% 1,894 $273K
Private Wealth Group, LLC 0.13% No change 1,890 $272K
Marks Group Wealth Management, Inc 0.03% No change 1,890 $272K
CFO4Life Group, LLC 0.04% No change 1,888 $272K
Barnes Dennig Private Wealth Management LLC 0.27% No change 1,884 $271K
Stonebridge Capital Advisors LLC 0.02% Add +6.5% 1,879 $270K
CVFG LLC 0.18% Add +5.5% 1,868 $269K
Avaii Wealth Management, LLC 0.10% No change 1,860 $268K
Crescent Grove Advisors, LLC 0.03% No change 1,857 $267K
West Paces Advisors Inc. 0.05% No change 1,857 $267K
Marin Bay Wealth Advisors, LLC 0.15% — 1,856 $267K
Eubel Brady & Suttman Asset Management Inc. 0.03% No change 1,854 $267K
Align Financial, LLC 0.15% — 266,920 $267K
Allred Capital Management, LLC 0.10% No change 1,845 $266K
American Investment Services, Inc. 0.06% No change 1,848 $266K
Wescott Financial Advisory Group, LLC 0.02% Reduce -17.8% 1,842 $265K
First Growth Capital LLC 0.23% — 1,850 $265K
Mogy Joel R Investment Counsel Inc. 0.01% No change 1,832 $264K
Trivium Point Advisory, LLC 0.03% Reduce -15.7% 1,830 $263K
McNamara Financial Services, Inc. 0.05% No change 1,830 $263K
Werba Rubin Papier Wealth Management 0.07% Add +0.3% 1,828 $263K
Bedminster, LLC 0.24% — 1,826 $263K
truNorth Financial Services, Inc. 0.28% — 1,824 $263K
Cordgrass Capital Advisors, LLC 0.06% Reduce -2.1% 1,819 $262K
Balentine LLC 0.01% No change 1,818 $262K
Rayburn West Financial Services LLC 0.16% — 1,816 $261K
Invesco Ltd. 0.00% Add +1.3% 1,816 $261K
Friedenthal Financial 0.13% Add +59.1% 1,814 $261K
Thor Trading Advisors, LLC 0.11% Reduce -95.8% 1,792 $261K
Meridian Wealth Partners, LLC 0.04% No change 1,805 $260K
Summit Asset Management, LLC 0.04% New 1,800 $259K
Private Capital Management, LLC 0.02% Reduce -4.3% 1,800 $259K
BCU Wealth Advisors, LLC 0.10% Add +0.1% 1,796 $259K
White Pine Investment CO 0.06% No change 1,795 $258K
Rubicon Advisors, GP 0.24% — 1,786 $257K
CLG LLC 0.06% Reduce -10.6% 1,786 $257K
USA Financial Formulas 0.05% Reduce -16.9% 1,784 $257K
Ballast Advisors LLC 0.07% No change 1,782 $257K
Wrapmanager Inc. 0.09% Reduce -21.9% 1,780 $256K
Edgemoor Investment Advisors, Inc. 0.02% Reduce -0.6% 1,780 $256K
Patten Group, Inc. 0.05% New 1,775 $256K
Cheviot Value Management, LLC 0.03% No change 1,712 $255K
Veltria Advisors Corp. 1.10% Reduce -1.3% 1,741 $253K
FWL Investment Management, LLC 0.06% Reduce -2.2% 1,754 $253K
Tull Financial Group, Inc. 0.11% Add +3.8% 1,739 $250K
DLD Asset Management, LP 0.09% New 1,739 $250K
Murphy & Mullick Capital Management Corp 0.18% Add +15.0% 1,739 $250K
Greenspring Advisors, LLC 0.02% New 1,737 $250K
Hamilton Point Investment Advisors, LLC 0.04% No change 1,732 $249K
Chatterton & Associates Inc. 0.21% — 1,730 $249K
Dynamic Financial Group 0.21% Reduce -32.2% 1,730 $249K
Investors Asset Management of Georgia Inc. /Ga/ 0.10% Reduce -4.4% 1,730 $249K
Bedel Financial Consulting, Inc. 0.03% No change 1,730 $249K
All Terrain Financial Advisors, LLC 0.08% Reduce -15.1% 1,727 $249K
Hopwood Financial Services, Inc. 0.17% Reduce -15.2% 1,726 $248K
Naples Global Advisors, LLC 0.02% Reduce -61.7% 1,725 $248K
Cannell & Spears LLC 0.00% No change 1,720 $248K
Heritage Investment Group, Inc. 0.04% No change 1,718 $247K
Fi3 FINANCIAL ADVISORS, LLC 0.08% Reduce -4.7% 1,716 $247K
Park National Corp. 0.01% No change 1,716 $247K
Neville Rodie & Shaw Inc. 0.02% No change 1,706 $246K
Wellington Grp LLC 0.08% — 1,708 $246K
Olistico Wealth, LLC 0.12% No change 1,704 $245K
Greykasell Wealth Strategies, Inc. 0.10% Add +17.1% 1,686 $243K
Lineweaver Wealth Advisors, LLC 0.03% New 1,682 $242K
Accelerate Investment Advisors LLC 0.16% Reduce -13.5% 1,681 $242K
Thomasville National Bank 0.01% No change 1,680 $242K
W.H. Cornerstone Investments Inc. 0.15% Add +0.1% 1,678 $242K
Davidson Trust Co. 0.10% No change 1,672 $241K
Hilltop Partners LLC 0.06% Add +10.9% 1,672 $241K
Investors Research Corp 0.04% Reduce -5.7% 1,670 $240K
GEM Asset Management, LLC 0.11% Reduce -6.3% 1,636 $240K
Childress Capital Advisors, LLC 0.04% New 1,659 $239K
Wealth Management Associates, Inc. 0.08% Add +2.5% 1,658 $239K
Northstar Asset Management Inc. 0.06% No change 1,654 $238K
Shira Ridge Wealth Management 0.10% Reduce -4.5% 1,652 $238K
Strategic Investment Advisors / MI 0.02% New 1,641 $236K
Select Asset Management & Trust 0.07% No change 1,640 $236K
Bell Bank 0.01% No change 1,636 $236K
Cfo Capital Management LLC 0.18% — 1,634 $235K
Heritage Financial Services, LLC 0.02% New 1,634 $235K
Invera Wealth Advisors, LLC 0.15% Reduce -8.5% 1,632 $235K
Willis Johnson & Associates, Inc. 0.01% Add +8.3% 1,629 $234K
LFA - Lugano Financial Advisors SA 0.12% No change 1,626 $234K
Investment Insight Wealth Management, LLC 0.23% — 1,623 $234K
Tannin Capital LLC 0.21% — 1,621 $233K
Sfmg, LLC 0.02% Reduce -5.9% 1,620 $233K
Collective Family Office LLC 0.05% Reduce -32.5% 1,620 $233K
FMB Wealth Management 0.09% No change 1,617 $233K
Veracity Capital LLC 0.07% Add +0.1% 1,614 $232K
Stokes Family Office, LLC 0.02% Add +7.6% 1,614 $232K
LMG Wealth Partners, LLC 0.04% No change 1,608 $232K
Integras Partners LLC 0.19% No change 1,604 $231K
QTR Family Wealth, LLC 0.10% Reduce -0.7% 1,617 $231K
Albion Financial Group 0.01% Reduce -24.7% 1,601 $230K
American National Bank & Trust 0.02% No change 1,600 $230K
Fiducient Advisors LLC 0.03% No change 1,595 $230K
Ti-Trust, Inc. 0.14% No change 1,592 $229K
Wallace Advisory Group, LLC 0.24% No change 1,590 $229K
True Link Financial Advisors, LLC 0.01% New 1,584 $228K
Ellerson Group Inc. 0.15% No change 1,580 $227K
Strategic Family Wealth Counselors, L.L.C. 0.05% No change 1,600 $227K
McMorgan & Co. LLC 0.04% Reduce -37.1% 1,575 $227K
Presidio Capital Management, LLC 0.07% New 1,567 $226K
LaSalle St. Investment Advisors, LLC 0.04% Reduce -75.0% 1,564 $225K
HFG Advisors, Inc. 0.16% Add +3.2% 1,562 $225K
Range Advisory, LLC 0.06% — 1,561 $225K
G2 Capital Management, LLC / Oh 0.05% No change 1,560 $225K
Stonebridge Financial Group, LLC 0.02% Reduce -99.2% 1,559 $224K
John Boyer, Inc. 0.23% New 1,556 $224K
Northwest Bancshares, Inc. 0.04% No change 1,554 $224K
Gould Asset Management LLC 0.04% Reduce -3.5% 1,552 $223K
Camden National Bank 0.03% New 1,552 $223K
Melone Private Wealth, LLC 0.09% No change 1,552 $223K
Builder Investment Group Inc. 0.05% No change 1,550 $223K
Wetzel Investment Advisors, Inc. 0.09% New 1,544 $222K
M1 Capital Management LLC 0.09% No change 1,542 $222K
Creative Capital Management Investments LLC 0.07% Reduce -1.5% 1,541 $222K
J. L. Bainbridge & Co., Inc. 0.02% No change 1,541 $222K
44 Wealth Management LLC 0.07% Reduce -34.0% 1,532 $221K
Diversified Management Inc. 0.05% — 1,532 $221K
Harvest Fund Management Co., Ltd 0.01% Reduce -50.0% 948 $220K
McNaughton Wealth Management, LLC 0.09% No change 1,528 $220K
Beverly Hills Private Wealth, LLC 0.04% No change 1,527 $220K
Flagstone Financial Management 0.06% No change 1,522 $219K
Pinkerton Wealth, LLC 0.02% Reduce -3.8% 1,522 $219K
Cornerstone Capital, Inc. 0.02% No change 1,520 $219K
Summit Global Investments 0.01% New 1,515 $218K
Sei Investments Co. 0.00% New 1,514 $218K
BWM Planning, LLC 0.06% Reduce -30.1% 1,514 $218K
N.E.W. Advisory Services LLC 0.02% Reduce -33.3% 1,513 $218K
MCF Advisors LLC 0.01% Reduce -59.9% 1,513 $218K
Legacy Advisory Services, LLC 0.16% No change 1,502 $216K
Arcataur Capital Management LLC 0.06% No change 1,500 $216K
Discipline Wealth Solutions, LLC 0.04% New 1,493 $215K
Lowe Brockenbrough & Co. Inc. 0.01% Reduce -57.0% 1,492 $215K
Cornerstone Planning Group LLC 0.03% Add +23866.7% 1,438 $215K
Jim Saulnier & Associates, LLC 0.11% Reduce -8.3% 1,482 $213K
Three Bridge Wealth Advisors, LLC 0.06% Reduce -3.3% 1,482 $213K
Princeton Capital Management LLC 0.06% New 1,480 $213K
Wedgewood Investors Inc. 0.24% Reduce -3.3% 1,476 $213K
Northwest Wealth Management, LLC 0.03% No change 1,476 $213K
Client First Investment Management LLC 0.11% Reduce -56.6% 1,475 $212K
RKL Wealth Management LLC 0.02% No change 1,473 $212K
Aurora Private Wealth, Inc. 0.14% — 1,472 $212K
Ellenbecker Investment Group 0.03% Add +3.5% 1,470 $212K
Wbi Investments, LLC 0.06% New 1,468 $211K
Financial Symmetry Inc 0.09% No change 1,468 $211K
Howard Capital Management Group, LLC 0.01% No change 1,464 $211K
Monetary Solutions, Ltd 0.21% — 1,460 $210K
McRae Capital Management Inc. 0.04% No change 1,459 $210K
Triton Financial Group Inc 0.14% No change 1,454 $209K
Letson Investment Management, Inc. 0.08% No change 1,448 $208K
Cadence Bank 0.01% No change 1,444 $208K
Guild Investment Management, Inc. 0.15% New 1,440 $207K
Buffalo Business & Estate Services Ltd. 0.03% — 1,435 $207K
TFR Capital, LLC. 0.07% Reduce -14.4% 1,434 $206K
Revolve Wealth Partners, LLC 0.02% No change 1,432 $206K
Higgins & Schmidt Wealth Strategies LLC 0.10% New 1,432 $206K
Nicolet Advisory Services, LLC 0.01% Reduce -43.2% 1,402 $206K
Summit Financial Strategies, Inc. 0.02% New 1,428 $206K
National Wealth Management Group, LLC 0.07% Reduce -21.9% 1,427 $205K
Ellsworth Advisors, LLC 0.04% New 1,413 $205K
Gill Capital Partners, LLC 0.06% No change 1,427 $205K
United Bank 0.03% No change 1,424 $205K
Seed Wealth Management, Inc. 0.14% Reduce -35.4% 1,422 $205K
Woodmont Investment Counsel LLC 0.01% New 1,420 $204K
Teamwork Financial Advisors, LLC 0.02% New 1,407 $203K
Thrive Wealth Management, LLC 0.03% Reduce -6.8% 1,406 $202K
Whelan Financial 0.06% New 1,404 $202K
Solano Wealth Investment Advisors LLC 0.10% New 1,400 $202K
Canopy Partners, LLC 0.07% New 1,400 $202K
Detalus Advisors, LLC 0.05% New 1,400 $202K
Sava Infond d.o.o. 0.03% No change 1,400 $202K
LMCG Investments, LLC 0.01% New 1,398 $201K
SHP Wealth Management 0.02% — 1,395 $201K
Davis Capital Management 0.14% Reduce -6.1% 1,395 $201K
REDW Wealth LLC 0.08% Reduce -3.7% 1,394 $201K
NRI Wealth Management LC 0.10% New 1,394 $201K
TSA Wealth Managment LLC 0.07% New 1,394 $201K
Ticino Wealth 0.07% — 1,392 $200K
Post Resch Tallon Group Inc. 0.17% New 1,392 $200K
Sterling Investment Counsel, LLC 0.06% Reduce -4.8% 1,392 $200K
Rathbones Group PLC 0.00% New 1,392 $200K
Clayton Financial Group LLC 0.10% New 1,372 $198K
REAP Financial Group, LLC 0.04% Add +528.9% 1,371 $197K
Asset Dedication, LLC 0.01% Reduce -33.3% 1,367 $197K
Osbon Capital Management LLC 0.18% — 1,366 $197K
SYM FINANCIAL Corp 0.02% No change 1,358 $196K
Joseph Group Capital Management 0.05% No change 1,352 $195K
Global Trust Asset Management, LLC 0.08% Reduce -8.6% 1,338 $193K
River Street Advisors LLC 0.07% Add +1.5% 1,334 $192K
Beaird Harris Wealth Management, LLC 0.01% No change 1,318 $190K
Winthrop Capital Management, LLC 0.04% No change 1,294 $186K
MGB Wealth Management, LLC 0.05% Add +0.2% 1,272 $183K
Proffitt & Goodson Inc. 0.03% Add +1.4% 1,266 $182K
Edmond DE Rothschild Holding S.A. 0.00% No change 1,264 $182K
Bellevue Asset Management, LLC 0.06% No change 1,240 $179K
WealthCollab, LLC 0.07% Add +32.0% 1,220 $176K
Security National Bank 0.02% No change 1,200 $173K
Quintet Private Bank (Europe) S.A. 0.01% No change 1,200 $173K
Marquette Asset Management, LLC 0.03% No change 1,196 $172K
Perkins Coie Trust Co 0.03% No change 1,196 $172K
First Pacific Financial 0.02% No change 1,183 $170K
Ankerstar Wealth, LLC 0.17% — 1,182 $170K
Smallwood Wealth Investment Management, LLC 0.09% No change 1,164 $168K
Bare Financial Services, Inc 0.05% No change 1,156 $166K
Versant Capital Management, Inc 0.02% No change 1,154 $166K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +55.9% 1,132 $163K
Evelyn Partners Asset Management Ltd 0.04% No change 1,110 $160K
Anchor Investment Management, LLC 0.01% Reduce -17.1% 1,108 $160K
Berbice Capital Management LLC 0.10% No change 1,106 $159K
Evelyn Partners Investment Management LLP 0.00% No change 1,100 $158K
Blue Bell Private Wealth Management, LLC 0.02% Add +1.9% 1,086 $156K
Glassman Wealth Services 0.02% No change 1,084 $156K
HHM Wealth Advisors, LLC 0.02% Add +0.2% 1,064 $153K
Ameriflex Group, Inc. 0.08% Reduce -4.1% 1,063 $153K
Peterson Wealth Services 0.04% Reduce -35.2% 1,033 $149K
Wagner Wealth Management, LLC 0.03% Add +71.7% 1,027 $148K
Nalls Sherbakoff Group, LLC 0.11% No change 1,026 $148K
JNBA Financial Advisors 0.01% No change 1,018 $147K
Chesapeake Asset Management LLC 0.12% New 1,001 $144K
First PREMIER Bank 0.03% Reduce -2.4% 1,001 $144K
Legacies Wealth LLC 0.08% No change 1,000 $144K
Morse Asset Management, Inc 0.03% New 1,000 $144K
Hills Bank & Trust Co 0.01% New 985 $142K
Vision Retirement, LLC 0.04% — 974 $140K
Bulwark Capital Corp 0.10% No change 970 $140K
Sage Mountain Advisors LLC 0.01% No change 948 $136K
Pacifica Partners Inc. 0.06% New 940 $136K
Stephens Consulting, LLC 0.04% Add +0.1% 935 $135K
Providence Capital Advisors, LLC 0.02% Add +26.1% 931 $134K
Roxbury Financial LLC 0.11% No change 886 $128K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 882 $127K
Legacy Wealth Managment, LLC 0.06% No change 860 $124K
BankPlus Trust Department 0.03% No change 838 $121K
Sittner & Nelson, LLC 0.04% No change 850 $120K
Rothschild Investment LLC 0.01% Reduce -1.2% 816 $117K
Mowery & Schoenfeld Wealth Management, LLC 0.17% No change 800 $115K
Old Second National Bank of Aurora 0.02% No change 800 $115K
West Branch Capital LLC 0.03% Reduce -10.6% 792 $114K
Investment Research & Advisory Group, Inc. 0.04% Reduce -0.2% 425 $112K
Westfuller Advisors, LLC 0.04% Add +0.1% 769 $111K
RMG Wealth Management LLC 0.01% No change 764 $110K
Hilton Head Capital Partners, LLC 0.06% — 760 $109K
Advanced Asset Management Advisors Inc 0.03% No change 756 $109K
Entrust Financial LLC 0.08% — 749 $108K
Moisand Fitzgerald Tamayo, LLC 0.01% Reduce -82.3% 744 $107K
Founders Capital Management 0.05% Reduce -0.1% 725 $104K
Bravera Wealth 0.05% — 710 $102K
Financial Consulate, Inc. 0.01% No change 708 $102K
Graney & King, LLC 0.06% Add +0.1% 701 $101K
Litman Gregory Wealth Management LLC 0.01% New 690 $99K
Seal Cove Capital, LLC 0.09% — 672 $97K
Ameritas Investment Partners, Inc. 0.00% Add +12.8% 672 $97K
Gables Capital Management Inc. 0.04% Add +8.1% 670 $96K
Planning Project LLC 0.02% — 667 $96K
2UniFi Bank 0.04% No change 650 $94K
Knuff & Co LLC 0.03% No change 650 $94K
Cardiff Park Advisors, LLC 0.01% Reduce -76.3% 650 $94K
Concord Wealth Partners 0.01% Add +153.5% 644 $93K
Cedar Wealth Management, LLC 0.03% New 637 $92K
Anfield Capital Management, LLC 0.03% Reduce -63.7% 636 $92K
Caitlin John, LLC 0.06% Reduce -3.3% 623 $90K
Key Financial Inc 0.02% Reduce -36.7% 622 $90K
Coastline Trust Co 0.01% No change 610 $88K
Quent Capital, LLC 0.01% No change 610 $88K
Cypress Capital Management LLC (WY) 0.08% No change 608 $88K
Natixis 0.00% Reduce -22.0% 596 $86K
Transce3nd, LLC 0.66% Reduce -0.4% 550 $81K
Halbert Hargrove Global Advisors, LLC 0.00% No change 564 $81K
GPS Wealth Strategies Group, LLC 0.07% Reduce -97.4% 558 $80K
Bogart Wealth, LLC 0.00% Reduce -0.2% 553 $80K
Delta Asset Management LLC 0.01% Reduce -0.2% 553 $80K
Piedmont Capital Management, LLC 0.05% — 550 $79K
Wellington Shields Capital Management, LLC 0.01% No change 546 $79K
Luken Investment Analytics, LLC 0.03% No change 544 $78K
South Plains Financial, Inc. 0.05% Add +33.5% 534 $77K
GGM Financial LLC 0.04% No change 532 $77K
Matrix Private Capital Group LLC 0.04% Add +0.2% 529 $76K
Integrity Financial Corp 0.04% Reduce -32.3% 527 $76K
Navalign, LLC 0.02% New 526 $76K
Scarborough Advisors, LLC 0.01% Add +1.2% 522 $75K
Essential Investment Partners LLC 0.07% — 522 $75K
DiNuzzo Private Wealth, Inc. 0.01% No change 520 $75K
Walsh & Associates, LLC 0.07% — 518 $75K
Quest 10 Wealth Builders, Inc. 0.07% Add +0.2% 513 $74K
Eukles Asset Management 0.03% Add +16.2% 502 $72K
Front Row Advisors LLC 0.02% No change 490 $71K
Optima Capital LLC 0.03% New 458 $66K
Colonial Trust Co / SC 0.01% No change 448 $64K
Ascentis Wealth Management, LLC 0.02% No change 446 $64K
Valued Wealth Advisors LLC 0.03% New 440 $63K
Washington Trust Advisors, Inc. 0.00% No change 434 $62K
Miller Capital Partners, Inc. 0.03% — 420 $60K
Trust Co. of Toledo NA 0.01% No change 396 $57K
Mascoma Wealth Management LLC 0.01% Add +0.3% 395 $57K
Fairway Wealth LLC 0.02% No change 392 $56K
Rakuten Securities, Inc. 0.02% No change 382 $55K
Hartford Financial Management Inc. 0.01% No change 376 $54K
Costello Asset Management, INC 0.02% Reduce -3.8% 358 $51K
Blume Capital Management, Inc. 0.01% Reduce -0.3% 351 $50K
United Financial Planning Group LLC 0.03% Add +132.7% 349 $50K
Wellington-Altus USA Inc. 0.04% — 344 $50K
Dunhill Financial, LLC 0.02% Add +0.3% 343 $49K
Vision Financial Markets LLC 0.05% Reduce -0.6% 328 $47K
Financial Perspectives, Inc 0.01% No change 320 $46K
Chung Wu Investment Group, LLC 0.04% No change 316 $45K
Quaker Wealth Management, LLC 0.01% No change 314 $45K
Richards, Merrill & Peterson, Inc. 0.02% New 312 $45K
Elevation Wealth Partners, LLC 0.02% No change 306 $44K
TLW Wealth Management, LLC 0.03% Reduce -99.0% 301 $43K
Millstone Evans Group, LLC 0.03% No change 300 $43K
Piscataqua Savings Bank 0.03% No change 296 $43K
Financial Gravity Asset Management, Inc. 0.01% Add +0.3% 295 $42K
Dynamic Wealth Strategies, LLC 0.02% No change 290 $42K
Steph & Co. 0.01% No change 282 $41K
Atomic Invest LLC 0.02% — 278 $40K
Evolution Wealth Management Inc. 0.03% No change 264 $38K
Reyes Financial Architecture, Inc. 0.02% Reduce -43.3% 262 $38K
Strengthening Families & Communities, LLC 0.01% New 260 $37K
Capital Investment Counsel, Inc 0.00% New 250 $36K
Ssa Swiss Advisors AG 0.02% Reduce -29.6% 245 $35K
Avion Wealth 0.01% Reduce -80.3% 246 $35K
City State Bank 0.01% No change 230 $33K
Park Place Capital Corp 0.01% Add +19.8% 230 $33K
DHJJ Financial Advisors, Ltd. 0.01% No change 226 $33K
Covestor Ltd 0.02% Add +39.4% 223 $32K
Smithfield Trust Co 0.00% No change 220 $32K
Silicon Valley Capital Partners 0.00% Add +9.9% 222 $32K
WPG Advisers, LLC 0.02% Reduce -0.5% 219 $31K
Brown, Lisle/Cummings, Inc. 0.01% No change 216 $31K
Union Savings Bank 0.01% — 216 $31K
Tower View Wealth Management LLC 0.01% Reduce -12.8% 211 $30K
Elyxium Wealth, LLC 0.01% New 208 $30K
McGuire Capital Advisors Inc. 0.02% — 204 $29K
Sachetta, LLC 0.02% No change 202 $29K
SWAN Capital LLC 0.01% New 201 $29K
Maryland Capital Advisors Inc. 0.01% New 200 $29K
LOM Asset Management Ltd 0.01% Reduce -84.4% 200 $29K
GHP Investment Advisors, Inc. 0.00% No change 200 $29K
Fortis Group Advisors, LLC 0.00% No change 190 $27K
Family Manage LLC 0.00% No change 188 $27K
NorthAvenue LLC 0.02% — 182 $26K
Orion Capital Management LLC 0.01% Reduce -29.7% 180 $26K
Operose Advisors LLC 0.01% New 179 $26K
Stone House Investment Management, LLC 0.00% New 178 $26K
Evermay Wealth Management LLC 0.00% Reduce -13.0% 174 $25K
Strive Financial Group ,LLC 0.01% — 170 $24K
Tacita Capital Inc 0.01% No change 160 $23K
JTC Employer Solutions Trustee Ltd 0.00% Reduce -50.0% 190 $23K
Delos Wealth Advisors, LLC 0.01% No change 150 $22K
Godsey & Gibb, Inc. 0.00% Add +15.4% 150 $22K
Go Invest LLC 0.01% — 148 $21K
Strategic Investment Solutions, Inc. 0.01% No change 144 $21K
Financial Management Professionals, Inc. 0.00% No change 144 $21K
Obsidian Cio, LLC 0.03% Reduce -99.3% 142 $20K
Richard Bernstein Advisors LLC 0.00% No change 140 $20K
Eq Wealth Advisors, LLC 0.01% New 138 $20K
Garner Asset Management Corp 0.01% New 132 $19K
Raffa Wealth Management, LLC 0.00% New 128 $18K
Three Bearings Fiduciary Advisors, Inc. 0.02% — 128 $18K
Sankala Group LLC 0.01% — 132 $18K
Gilpin Wealth Management, LLC 0.01% — 126 $18K
Investors Portfolio Services LLC 0.02% — 125 $18K
Modus Advisors, LLC 0.00% New 124 $18K
Quattro Advisors LLC 0.01% — 121 $17K
Safe Harbor Fiduciary, LLC 0.02% — 120 $17K
Daytona Street Capital LLC 0.01% — 120 $17K
Wolff Wiese Magana LLC 0.01% No change 114 $16K
Arvest Investments, Inc. 0.00% No change 112 $16K
Richardson Capital Management LLC 0.01% No change 108 $16K
Cedar Mountain Advisors, LLC 0.00% No change 106 $15K
Financial Avengers, Inc. 0.01% Reduce -50.5% 101 $15K
Minot DeBlois Advisors LLC 0.01% Reduce -23.1% 100 $14K
Arlington Trust Co LLC 0.00% Reduce -95.8% 100 $14K
DecisionPoint Financial, LLC 0.00% New 94 $14K
Hager Investment Management Services, LLC 0.01% No change 86 $12K
Arcadia Investment Management Corp. 0.00% Add +42.3% 74 $11K
Highline Wealth Partners LLC 0.00% No change 72 $10K
Networth Advisors, LLC 0.01% — 68 $10K
Morton Brown Family Wealth, LLC 0.00% No change 64 $9K
Core Alternative Capital 0.00% No change 60 $9K
Daiwa Securities Group Inc. 0.00% No change 58 $8K
Alexis Investment Partners, LLC 0.00% No change 50 $7K
Signature Resources Capital Management, LLC 0.00% No change 44 $6K
one8zero8, LLC 0.00% New 42 $6K
Zions Bancorporation, National Association 0.00% No change 42 $6K
Sfam, LLC 0.01% — 40 $6K
Ulland Investment Advisors, LLC 0.00% No change 34 $5K
Credit Agricole S A 0.00% Reduce -100.0% 33 $5K
Windsor Advisory Group, LLC 0.00% Reduce -71.9% 32 $5K
Turning Point Benefit Group, Inc. 0.00% No change 30 $4K
American Capital Advisory, LLC 0.00% Reduce -26.3% 28 $4K
New England Capital Financial Advisors LLC 0.00% No change 24 $3K
Central Pacific Bank - Trust Division 0.00% No change 24 $3K
Accent Capital Management, LLC 0.00% Reduce -50.0% 9 $3K
Kozak & Associates, Inc. 0.00% New 22 $3K
YANKCOM Partnership 0.00% New 22 $3K
Cherry Tree Wealth Management, LLC 0.00% No change 20 $3K
Marshall & Sterling Wealth Advisors Inc. 0.00% Reduce -95.8% 20 $3K
Center for Financial Planning, Inc. 0.00% No change 18 $3K
Nvest Wealth Strategies, Inc. 0.00% — 10 $1K
Bridge Generations Wealth Management LLC 0.00% No change 10 $1K
Westend Capital Management, LLC 0.00% No change 10 $1K
Abound Financial, LLC 0.00% New 4 $576
Van Den Berg Management I, Inc. 0.00% No change 4 $576

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