SS Technology Select SectorXLKETF

13F holders, Q1 2026 (March 31)
2,425holders −62
114new positions
180sold out
9famous investors
$133.35avg. 13F price*

At the end of Q1 2026, 2,425 institutions reported holding SS Technology Select Sector (XLK) in their 13F filings, down 62 from Q4 2025. 114 opened new positions and 180 sold out. The largest holders were Bank of America Corp. ($3.2B), Wells Fargo & Company ($3.1B) and Morgan Stanley ($2.6B). 9 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions114$661.7M
Exits180$894.7M

All 13F filers, Q4 2025 → Q1 2026: 24,488,659 shares bought and 23,773,009 shares sold, net +715,650 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,425 holders

Bank of America Corp. 0.23% Add +0.9% 23,868,812 $3.2B
Wells Fargo & Company 0.62% Add +2.5% 23,321,099 $3.1B
Morgan Stanley 0.16% Add +1.4% 19,619,077 $2.6B
LPL Financial LLC 0.56% Reduce -1.6% 15,714,943 $2.1B
Focus Partners Wealth 1.92% Reduce -1.1% 12,980,953 $1.7B
UBS Group AG 0.29% Add +32.4% 12,223,883 $1.6B
Envestnet Asset Management Inc. 0.42% Add +0.9% 11,768,594 $1.6B
Ameriprise Financial Inc. 0.31% Reduce -9.3% 9,626,305 $1.3B
JPMorgan Chase & Co. 0.08% Add +14.9% 9,455,154 $1.2B
Goldman Sachs Group Inc. 0.14% Reduce -0.4% 8,262,229 $1.1B
Raymond James Financial Inc. 0.32% Reduce -2.4% 7,922,658 $1.1B
Royal Bank of Canada 0.15% Add +8.6% 5,951,587 $791.0M
Main Management ETF Advisors, LLC 25.29% Reduce -7.4% 5,099,787 $677.8M
Janney Montgomery Scott LLC 1.56% Add +6.4% 4,727,854 $628.3M
Truist Financial Corp. 0.85% Add +1.0% 4,720,619 $627.4M
Migdal Insurance & Financial Holdings Ltd. 4.95% Reduce -15.0% 4,296,822 $571.0M
PGIM Custom Harvest LLC 8.03% Add +16.3% 3,871,015 $514.5M
Osaic Holdings, Inc. 0.73% Add +3.0% 3,770,168 $501.1M
WestEnd Advisors, LLC 10.34% Add +1.5% 3,223,539 $428.4M
Northern Trust Corp. 0.06% Reduce -2.7% 3,150,026 $418.6M
US Bancorp \de 0.44% Reduce -0.0% 2,753,674 $366.0M
Charles Schwab Investment Management Inc. 0.05% Add +1.1% 2,224,210 $295.6M
Agf Management Ltd. 1.29% Reduce -6.4% 2,157,884 $286.8M
Equitable Holdings, Inc. 1.79% Reduce -24.7% 1,353,729 $278.5M
Barclays PLC 0.10% Add +27.2% 2,079,946 $276.4M
BNP Paribas Financial Markets 0.18% Add +710.8% 2,017,992 $268.2M
Nissay Asset Management Corp. /Japan 1.40% No change 1,994,050 $265.0M
Rockefeller Capital Management L.P. 0.47% Add +5.8% 1,987,473 $264.1M
Cetera Investment Advisers 0.26% Add +2.1% 1,826,990 $242.8M
Stifel Financial Corp. 0.21% Reduce -0.6% 1,726,887 $229.5M
EP Wealth Advisors, LLC 1.12% Add +5.4% 1,714,371 $227.8M
Commonwealth Equity Services, LLC 0.31% Reduce -9.3% 1,692,228 $224.9M
Cerity Partners OCIO LLC 13.49% Add +1.7% 1,691,744 $224.8M
Healthcare of Ontario Pension Plan Trust Fund 0.35% New 1,600,000 $212.6M
PNC Financial Services Group, Inc. 0.12% Reduce -1.6% 1,596,972 $212.2M
HighTower Advisors, LLC 0.22% Add +3.9% 1,574,822 $209.3M
University of Chicago 63.00% New 1,533,165 $203.8M
State Street Corp. 0.01% Reduce -10.6% 1,445,017 $192.0M
Harel Insurance Investments & Financial Services Ltd. 1.28% Reduce -51.3% 1,416,839 $188.3M
J.Safra Asset Management Corp 10.06% Add +2.5% 1,404,265 $186.6M
Corient Private Wealth LP 0.26% Add +9.4% 1,458,323 $183.4M
KCM Investment Advisors LLC 5.98% Add +0.4% 1,348,601 $179.2M
Two Sigma Investments, LP 0.15% Reduce -53.8% 1,295,026 $172.1M
Citigroup Inc. 0.11% Reduce -7.6% 1,284,556 $170.7M
Private Advisor Group, LLC 0.79% Add +10.6% 1,273,909 $169.3M
RiverFront Investment Group, LLC 2.59% Add +0.6% 1,258,540 $167.3M
Provida Pension Fund Administrator 2.77% Reduce -1.6% 1,238,699 $164.6M
Advisory Alpha, LLC 4.40% Add +3.8% 1,210,914 $160.9M
Cambridge Investment Research Advisors, Inc. 0.40% Reduce -5.3% 1,174,237 $156.1M
MML Investors Services, LLC 0.42% Reduce -14.7% 1,143,014 $151.9M
Victory Capital Management Inc. 0.10% Add +0.9% 1,132,976 $150.6M
Fifth Third Bancorp 0.27% Add +42.8% 1,130,596 $150.3M
Bank of Montreal 0.06% Reduce -11.6% 1,128,893 $150.0M
Captrust Financial Advisors 0.25% Reduce -6.4% 1,079,699 $143.5M
Mariner, LLC 0.16% Reduce -3.5% 1,046,587 $138.9M
Cwm, LLC 0.36% Reduce -25.6% 1,044,720 $138.8M
Capital Investment Advisors, LLC 1.90% Add +79.8% 976,079 $129.7M
Main Management LLC 9.35% Add +43.6% 967,146 $128.5M
Elo Mutual Pension Insurance Co 2.09% Reduce -31.1% 953,731 $126.8M
Phoenix Financial Ltd. 1.18% Reduce -26.8% 935,111 $124.3M
Bar Harbor Wealth Management 7.26% Reduce -0.2% 933,094 $124.0M
Conservest Capital Advisors, Inc. 10.92% Reduce -1.7% 906,122 $120.4M
Cerity Partners LLC 0.17% Add +10.3% 881,245 $117.1M
71 West Capital Partners 5.13% Add +9.3% 877,176 $116.6M
BlackRock, Inc. 0.00% Add +6.1% 853,468 $113.4M
SRB Corp. 6.97% No change 853,424 $113.4M
Saudi Central Bank 2.40% No change 851,762 $113.2M
Spinnaker Trust 5.83% Reduce -0.4% 792,955 $105.4M
Mercer Global Advisors Inc. 0.15% Reduce -4.1% 760,006 $100.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +163.7% 733,023 $97.4M
Ashton Thomas Private Wealth, LLC 2.29% Add +1.0% 728,979 $96.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 2.66% Reduce -33.8% 723,415 $96.1M
Millennium Management 0.07% Add +1631.5% 715,561 $95.1M
Kestra Advisory Services, LLC 0.35% Add +4.5% 699,988 $93.0M
Trek Financial, LLC 4.94% Add +4.3% 699,776 $93.0M
Gerber Kawasaki Wealth & Investment Management 2.94% Add +3.4% 695,091 $92.4M
Assetmark, Inc. 0.19% Reduce -1.3% 690,636 $91.8M
Krilogy Financial LLC 2.57% Add +8.1% 525,383 $79.9M
CoreCap Advisors, LLC 2.59% Add +14.5% 573,010 $76.2M
Jones Financial Companies LLLP 0.04% Add +12.2% 576,602 $75.0M
Swan Global Investments, LLC 3.99% Reduce -22.7% 559,388 $74.3M
Parker Investment Management, LLC 11.20% Reduce -1.4% 554,785 $73.7M
Creative Planning 0.05% Add +2.6% 550,059 $73.1M
Trilogy Capital Inc. 3.23% Add +32.2% 545,584 $72.5M
Sanctuary Advisors, LLC 0.39% Add +3.5% 542,041 $72.0M
Galvin, Gaustad & Stein, LLC 5.75% Add +6951.2% 532,646 $70.8M
TD Waterhouse Canada Inc. 0.21% Add +8.6% 516,802 $69.7M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8.66% No change 514,600 $68.4M
Evolution Wealth Advisors, LLC 6.95% Add +1.6% 513,535 $68.2M
IMZ Advisory Inc 25.62% Add +1.7% 509,816 $67.8M
Integrated Wealth Concepts LLC 0.53% Add +90.2% 496,584 $66.0M
Wharton Business Group, LLC 2.44% Reduce -3.5% 486,310 $64.6M
AlphaStar Capital Management, LLC 4.64% Add +59.0% 473,802 $63.0M
HighPoint Advisor Group LLC 2.63% Add +2.7% 471,669 $62.7M
Horizon Investments, LLC 0.68% Add +133.1% 459,258 $61.0M
Kingsview Wealth Management, LLC 0.83% Add +26.2% 455,331 $60.5M
Quantinno Capital Management LP 0.10% Add +10.0% 442,820 $58.9M
&partners 0.29% Add +8.4% 440,906 $58.6M
Salomon & Ludwin, LLC 5.22% Add +2.2% 433,297 $58.5M
Lighthouse Financial Services Inc. 12.88% Add +0.6% 386,056 $57.1M
FMR LLC 0.00% Add +4.0% 428,372 $56.9M
Alps Advisors Inc. 0.27% Add +17.1% 428,104 $56.9M
MAI Capital Management 0.32% Add +4.1% 427,564 $56.8M
Thrivent Financial for Lutherans 0.11% Reduce -1.1% 425,521 $56.6M
Concurrent Investment Advisors, LLC 0.59% Add +3.8% 409,833 $54.5M
Jane Street Group, LLC 0.06% Add +18633.2% 408,759 $54.3M
Pathstone Holdings, LLC 0.20% Add +0.3% 384,451 $51.1M
Commerce Bank 0.25% Add +7.6% 384,255 $51.1M
Park Avenue Securities LLC 0.39% New 379,403 $50.4M
Mirae Asset Global Investments Co., Ltd. 0.14% Reduce -33.6% 367,873 $48.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 6.56% Reduce -0.2% 366,160 $48.7M
Hollencrest Capital Management 1.80% Reduce -0.4% 363,414 $48.3M
Moment Partners, LLC 8.59% Reduce -0.3% 362,184 $48.1M
Independent Advisor Alliance 0.51% Add +1615.4% 360,613 $47.9M
Carnegie Investment Counsel 0.91% Reduce -5.1% 351,722 $46.7M
Meitav Investment House Ltd. 0.51% Reduce -18.0% 350,369 $46.6M
Oppenheimer Asset Management Inc. 0.53% Add +0.4% 347,593 $46.2M
Steward Partners Investment Advisory, LLC 0.24% Reduce -4.0% 347,291 $46.2M
Wealth Enhancement Advisory Services, LLC 0.10% Reduce -43.9% 335,304 $45.3M
Bellwether Advisors, LLC 7.57% Reduce -31.2% 336,125 $44.7M
Prudential PLC 0.33% Add +6739.7% 331,043 $44.0M
Lido Advisors, LLC 0.17% Add +14.5% 327,340 $43.5M
Stillwater Capital Advisors, LLC 4.95% Add +1.1% 326,222 $43.4M
Ayalon Insurance Comp Ltd. 8.81% Add +28.1% 324,357 $43.1M
Vickerman Investment Advisors, Inc. 8.76% Add +5.0% 313,469 $41.7M
Old National Bancorp 0.69% Reduce -8.2% 311,221 $41.4M
Federation des caisses Desjardins du Quebec 0.15% Add +6.5% 305,456 $40.6M
WBH Advisory Inc. 3.02% Add +3.2% 298,721 $40.3M
Asset Advisors Investment Management, LLC 3.83% Add +2.9% 301,834 $40.1M
Kwmg, LLC 3.31% Add +3.0% 298,302 $39.6M
Petredis Investment Advisors LLC 3.04% Add +0.2% 279,460 $37.1M
Citizens Financial Group Inc. 0.51% Reduce -5.9% 275,385 $36.6M
Savvy Advisors, Inc. 0.98% Add +18.4% 274,877 $36.5M
Chemung Canal Trust Co. 7.35% Add +2.0% 273,111 $36.3M
NWF Advisory Services Inc. 4.07% Add +0.4% 271,041 $36.0M
O'shaughnessy Asset Management, LLC 0.18% Add +107.3% 269,386 $35.8M
Brave Asset Management Inc. 8.45% Add +0.3% 267,555 $35.6M
Baird Financial Group, Inc. 0.06% Reduce -7.9% 265,827 $35.3M
DAVENPORT & Co LLC 0.19% Add +3.8% 262,523 $34.9M
Prosperity Consulting Group, LLC 1.55% Add +3.0% 261,395 $34.7M
Essex LLC 6.11% Add +4.4% 260,217 $34.6M
First Interstate Bank 1.94% Add +1.9% 259,948 $34.5M
Meiji Yasuda Life Insurance Co 1.18% Add +2.1% 259,155 $34.4M
Horizon Wealth Management, LLC 5.01% Reduce -33.4% 256,990 $34.2M
J.W. Cole Advisors, Inc. 1.14% Add +1.1% 253,774 $33.7M
Dakota Wealth Management 0.73% Reduce -3.3% 253,199 $33.7M
Peapack Gladstone Financial Corp. 0.42% Reduce -2.2% 248,077 $33.0M
Marshall Wace, LLP 0.04% New 245,729 $32.7M
Founders Financial Securities LLC 1.84% Add +2.1% 229,408 $32.6M
Yarbrough Capital, LLC 1.14% No change 244,080 $32.4M
ARS Wealth Advisors Group, LLC 2.68% Reduce 0.0% 238,292 $31.7M
Intrua Financial, LLC 3.36% Reduce -4.1% 236,731 $31.5M
Haverford Trust Co 0.29% Reduce -29.2% 235,655 $31.3M
First Horizon Corp. 1.30% Add +0.5% 234,719 $31.2M
Martin & Co. Inc. 5.30% Add +0.3% 234,394 $31.2M
United Asset Strategies, Inc. 2.45% Reduce -14.9% 231,789 $30.8M
Bailard, Inc. 0.71% Reduce -0.7% 231,604 $30.8M
Strategic Point Investment Advisors, LLC 4.47% Add +0.4% 231,400 $30.8M
Novare Capital Management LLC 2.42% Add +82.5% 229,865 $30.5M
Northwestern Mutual Wealth Management Co. 0.02% Add +5.8% 229,687 $30.5M
Exchange Traded Concepts, LLC 0.23% Reduce -12.9% 229,485 $30.5M
Wealthfront Advisers LLC 0.07% Add +1.5% 226,573 $30.1M
IHT Wealth Management, LLC 0.69% Reduce -1.8% 224,626 $29.9M
GM Advisory Group, LLC 1.15% Add +15.4% 224,500 $29.8M
NewEdge Advisors, LLC 0.11% Reduce -9.0% 223,940 $29.8M
Tocqueville Asset Management L.P. 0.44% Reduce -1.9% 223,507 $29.7M
SG Americas Securities, LLC 0.03% Add +251.2% 223,212 $29.7M
Independent Financial Group, LLC 0.66% Add +2.6% 221,607 $29.5M
Biltmore Wealth Management, LLC 10.33% Add +0.1% 218,622 $29.1M
Elevation Point Wealth Partners, LLC 0.68% Add +233.2% 216,534 $28.8M
Foguth Wealth Management, LLC. 3.18% Reduce -17.5% 142,931 $27.3M
Oakworth Capital, Inc. 1.44% Add +0.3% 205,126 $27.3M
PFG Investments, LLC 1.26% Add +19.4% 203,740 $27.1M
Gratus Wealth Advisors, LLC 3.84% Reduce -5.4% 199,651 $26.5M
Atria Investments, Inc 0.29% Add +25.5% 197,928 $26.3M
Fairfield Financial Advisors, LTD 9.09% Add +1.7% 197,533 $26.3M
Nelson Capital Management, LLC 3.20% Add +21.1% 197,517 $26.3M
Clarity Financial LLC 2.86% Reduce -5.9% 197,512 $26.2M
Susquehanna International Group, LLP 0.03% Add +27.8% 197,238 $26.2M
Van Eck Associates Corp. 0.02% Reduce -2.7% 194,651 $25.9M
National Bank of Canada 0.03% Add +8.1% 194,363 $25.8M
Joel Isaacson & Co., LLC 0.86% Add +1.3% 194,090 $25.8M
Pinnacle Financial Partners, Inc. 0.20% Reduce -2.4% 192,411 $25.6M
Apollon Financial, LLC 3.54% Add +52.0% 192,015 $25.5M
GTS Securities LLC 0.90% Reduce -9.7% 191,908 $25.5M
Advisory Services Network, LLC 0.34% Reduce -5.0% 191,414 $25.4M
Orange Investment Advisors, Inc. 3.25% Reduce -3.4% 188,708 $25.1M
WCG Wealth Advisors LLC 0.70% Reduce -0.8% 188,477 $25.0M
Vestmark Advisory Solutions, Inc. 0.28% Add +91.3% 188,148 $25.0M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.63% No change 187,346 $24.9M
Rezny Wealth Management, Inc. 5.73% Add +5.1% 187,313 $24.9M
Waverly Advisors, LLC 0.18% Add +7.7% 184,720 $24.5M
High Note Wealth, LLC 4.82% Reduce -0.9% 184,550 $24.5M
Black Swift Group, LLC 4.29% Reduce -0.1% 184,094 $24.5M
RFG Advisory, LLC 0.45% Add +4.7% 183,465 $24.4M
Roble, Belko & Company, Inc 3.07% Reduce -7.7% 181,612 $24.1M
Premier Path Wealth Partners, LLC 3.13% Reduce -11.6% 180,955 $24.0M
Victory Financial Group, LLC 2.95% Reduce -10.4% 180,352 $24.0M
Tiller Private Wealth, Inc. 8.47% Reduce -0.8% 179,391 $23.8M
AQR Capital Management 0.01% Add +70.7% 179,085 $23.8M
Robertson Stephens Wealth Management, LLC 0.67% Reduce -15.3% 179,014 $23.8M
AMG National Trust Bank 0.51% Add +48.1% 177,508 $23.6M
Brown Advisory Inc. 0.04% Reduce -6.9% 176,922 $23.5M
Capital Fund Management S.A. 0.21% Add +48.6% 175,417 $23.3M
Forbes J M & Co. LLP 1.97% Add +0.1% 174,978 $23.3M
Southern Capital Services Inc. 14.83% Add +3.7% 173,650 $23.1M
Wellspring Financial Advisors, LLC 1.71% Add +21.0% 171,528 $22.8M
Presper Financial Architects, LLC 13.50% Add +1.6% 170,929 $22.7M
Daido Life Insurance Co. 3.34% No change 170,556 $22.7M
HSBC Holdings PLC 0.01% Reduce -38.2% 169,698 $22.5M
PTM Wealth Management, LLC 11.84% Reduce -9.4% 163,405 $22.4M
Tiaa-Cref Individual & Institutional Services, LLC 0.09% — 167,641 $22.3M
J. Goldman & Co LP 1.02% Reduce -23.5% 166,160 $22.1M
Benjamin Edwards Inc. 0.22% Reduce -5.6% 166,122 $22.1M
Associated Banc-Corp 0.58% Reduce -2.0% 164,423 $21.9M
United Capital Financial Advisors, LLC 0.13% Add +3.1% 164,251 $21.8M
Blair William & Co. 0.06% Reduce -23.5% 163,656 $21.7M
Cercano Management LLC 0.93% Add +64.6% 162,055 $21.5M
TradeWell Securities, LLC. 8.89% Reduce -1.2% 158,495 $21.1M
Walleye Trading LLC 0.43% Add +35.5% 158,117 $21.0M
Stratos Wealth Partners, LTD. 0.24% Reduce -19.3% 158,100 $21.0M
Spire Wealth Management 0.71% Reduce -4.3% 156,938 $20.9M
NewSquare Capital LLC 1.81% Add +2.3% 155,960 $20.7M
Cibc World Market Inc. 0.04% Reduce -18.6% 155,303 $20.6M
Midwest Trust Co 0.26% Reduce -0.3% 154,972 $20.6M
Axxcess Wealth Management, LLC 0.66% Reduce -5.5% 154,709 $20.6M
Nations Financial Group Inc, /Ia/ 1.05% Add +2.0% 152,731 $20.3M
Allworth Financial LP 0.08% Reduce -1.4% 151,974 $20.2M
Independence Wealth Advisors, LLC 10.51% Add +7.3% 148,307 $19.7M
Mendel Capital Management LLC 9.90% — 148,197 $19.7M
Centaurus Financial, Inc. 0.92% Add +4.3% 145,335 $19.3M
Merit Financial Group, LLC 0.14% Add +19.7% 144,123 $19.2M
AlphaCore Capital LLC 0.45% Reduce -5.6% 143,770 $19.1M
Alliancebernstein L.P. 0.01% Add +83.5% 131,938 $19.0M
HRT Financial LP 0.05% Add +725.0% 141,266 $18.8M
Socha Financial Group, LLC 9.46% Add +2.8% 140,285 $18.6M
Flagship Capital Management Inc. 13.69% Reduce -1.4% 140,134 $18.6M
Circle Wealth Management, LLC 0.26% Add +1.9% 139,159 $18.5M
Bonfire Financial 13.90% Add +2.5% 138,956 $18.5M
Farther Finance Advisors, LLC 0.17% Add +41.5% 136,052 $18.4M
Sequent Asset Management, LLC 8.76% Reduce -1.9% 137,711 $18.3M
Keybank National Association 0.07% Reduce -1.9% 137,001 $18.2M
Arkadios Wealth Advisors 0.30% Add +0.0% 136,188 $18.1M
Focus Financial Network, Inc. 0.65% Reduce -5.6% 136,016 $18.1M
Menora Mivtachim Holdings LTD. 0.09% Reduce -90.2% 135,870 $18.1M
Pittenger & Anderson Inc. 0.72% Reduce -0.4% 135,799 $18.0M
SteelPeak Wealth, LLC 0.56% Add +73.2% 134,931 $17.9M
NorthRock Partners, LLC 0.29% Add +6.8% 134,002 $17.8M
Venturi Wealth Management, LLC 0.80% Reduce -1.3% 133,598 $17.8M
TCP Asset Management, LLC 2.26% Reduce -16.4% 132,022 $17.5M
Spirepoint Private Client, LLC 1.66% Add +6.4% 131,150 $17.4M
Great Valley Advisor Group, Inc. 0.32% Reduce -21.3% 130,977 $17.4M
Qube Research & Technologies Ltd 0.02% New 130,908 $17.4M
M&T Bank Corp 0.06% Reduce -1.2% 130,570 $17.4M
Beacon Pointe Advisors, LLC 0.09% Add +38.7% 129,822 $17.3M
Comprehensive Wealth Management, LLC 8.72% Add +117.6% 129,770 $17.2M
Cresset Asset Management, LLC 0.07% Reduce -1.7% 129,558 $17.2M
Franklin Resources Inc. 0.00% Reduce -24.8% 129,252 $17.2M
Composition Wealth, LLC 0.24% Reduce -3.2% 128,992 $17.1M
CX Institutional 0.52% Add +4.0% 127,378 $16.9M
Affinity Capital Advisors, LLC 2.37% Add +1.4% 126,997 $16.9M
Ameritas Advisory Services, LLC 0.66% Reduce -3.2% 126,685 $16.8M
Keystone Global Partners, LLC 7.52% Add +71.1% 126,602 $16.8M
Convergence Financial, LLC 1.75% Reduce -1.2% 122,308 $16.5M
Oppenheimer & Co. Inc. 0.20% Reduce -25.2% 123,083 $16.4M
Bartlett & Co. Wealth Management LLC 0.21% Add +0.0% 100,781 $16.3M
Rockland Trust Co. 0.65% Add +25.5% 122,673 $16.3M
Money Concepts Capital Corp. 0.90% Reduce -0.7% 122,485 $16.3M
Summit Financial, LLC 0.21% Add +27.9% 122,339 $16.3M
Jefferies Financial Group Inc. 0.21% Add +15.3% 121,996 $16.2M
Venture Visionary Partners LLC 0.54% Reduce -1.9% 120,949 $16.1M
Cooksen Wealth, LLC 11.67% Add +7.3% 120,902 $16.1M
Analyst IMS Investment Management Services Ltd. 0.49% Add +6.3% 120,704 $16.0M
Fifth Third Securities, Inc. 1.03% Reduce -1.1% 120,337 $16.0M
Simmons Bank 1.05% Reduce -6.4% 118,292 $15.7M
Blue Sky Capital Consultants Group, Inc. 7.49% Reduce -1.5% 118,151 $15.7M
Measured Wealth Private Client Group, LLC 4.27% Reduce -1.5% 117,747 $15.6M
Sequoia Financial Advisors, LLC 0.09% Reduce -2.5% 116,593 $15.5M
Modern Wealth Management, LLC 0.27% Add +3.7% 114,325 $15.4M
Atlas Capital Advisors Inc. 1.75% Reduce -8.2% 115,459 $15.3M
Financial Solutions Advisory Group, Inc. 2.12% — 115,382 $15.3M
Western Wealth Management, LLC 0.58% Add +16.3% 113,857 $15.1M
Parkside Investments, LLC 1.83% Add +5.3% 113,469 $15.1M
Onyx Bridge Wealth Group LLC 1.60% Reduce -0.6% 111,694 $14.8M
TCV Trust & Wealth Management, Inc. 1.23% Reduce -1.9% 110,797 $14.7M
Schorn Wealth LLC 4.41% Add +8.6% 109,782 $14.6M
Credit Agricole S A 0.05% Add +332548.5% 109,774 $14.6M
Mutual Advisors, LLC 0.31% Reduce -7.8% 108,271 $14.4M
Montag A & Associates Inc. 0.67% Reduce -6.5% 107,569 $14.3M
Allianz SE 0.16% New 107,309 $14.3M
Elite Financial, Inc. 6.39% Add +0.5% 107,282 $14.3M
Tompkins Financial Corp. 1.13% Reduce -4.8% 107,012 $14.2M
State of Tennessee, Department of Treasury 0.05% New 106,453 $14.1M
First Trust Advisors LP 0.01% Add +0.6% 105,376 $14.0M
Foundations Investment Advisors, LLC 0.17% Add +164.7% 103,862 $13.8M
Caisse de depot et placement du Quebec 0.02% Reduce -24.1% 103,862 $13.8M
GeoWealth Management, LLC 0.50% Add +20.9% 103,492 $13.8M
Transamerica Financial Advisors, LLC 1.17% Add +13.9% 103,177 $13.7M
Ieq Capital, LLC 0.06% Add +21.7% 103,141 $13.7M
Schnieders Capital Management, Llc. 2.18% Reduce -3.8% 102,898 $13.7M
Johnson Investment Counsel Inc. 0.11% Add +12.8% 102,792 $13.7M
Legacy Advisors, LLC 1.61% Reduce -0.1% 102,678 $13.6M
Fox Financial, Inc 11.06% Reduce -0.4% 101,936 $13.5M
Prime Capital Investment Advisors, LLC 0.16% Reduce -0.9% 101,585 $13.5M
Capstone Investment Advisors, LLC 0.15% Add +111.1% 101,046 $13.4M
LightSquare Wealth Management, LLC 10.03% — 100,723 $13.4M
D.A. Davidson & Co. 0.08% Reduce -0.3% 100,049 $13.3M
Signal Advisors Wealth, LLC 0.91% Reduce -8.7% 99,970 $13.3M
Tamar Securities, LLC 1.41% Add +4.1% 98,832 $13.1M
Larson Financial Group LLC 0.42% Add +8.4% 98,806 $13.1M
Flagship Harbor Advisors, LLC 0.57% Add +131.1% 97,751 $13.0M
Jain Global LLC 0.18% New 97,452 $13.0M
Fourth Dimension Wealth, LLC 4.89% Add +0.9% 97,025 $12.9M
Sigma Planning Corp 0.36% Reduce -12.4% 97,010 $12.9M
Innealta Capital, LLC 7.87% Reduce -24.7% 95,278 $12.7M
Visionary Wealth Advisors 0.55% Reduce -17.0% 93,834 $12.5M
Toth Financial Advisory Corp. 1.37% Add +0.4% 93,819 $12.5M
Bank Hapoalim BM 2.03% Reduce -2.8% 93,303 $12.4M
ARS Investment Partners, LLC 0.64% Add +1.5% 92,936 $12.4M
Stephens Inc. 0.15% Add +1.0% 92,715 $12.3M
Welch Financial Planning, LLC 8.83% Add +7.9% 92,376 $12.3M
3EDGE Asset Management, LP 0.59% Add +26.2% 95,195 $12.2M
McKinley Carter Wealth Services, Inc. 0.70% Reduce -43.3% 91,237 $12.1M
Integrated Advisors Network LLC 0.64% Reduce -47.8% 91,108 $12.1M
Sound View Wealth Advisors Group, LLC 0.80% Reduce -0.9% 88,777 $11.8M
Attessa Capital LLC 6.38% Add +3.1% 88,317 $11.7M
Coastal Bridge Advisors, LLC 0.83% Add +9.8% 87,910 $11.7M
Encompass More Asset Management 1.95% Reduce -6.4% 87,035 $11.6M
B. Riley Wealth Advisors, Inc. 0.75% Add +19.4% 90,573 $11.5M
Ferguson Wellman Capital Management, Inc. 0.16% Add +2.5% 86,870 $11.5M
Kestra Private Wealth Services, LLC 0.14% Reduce -0.0% 86,133 $11.4M
Level Four Advisory Services, LLC 0.37% Add +3.1% 85,853 $11.4M
Allspring Global Investments Holdings, LLC 0.02% Add +9.8% 84,532 $11.4M
Bridgelight Financial Advisors, Inc. 9.66% Add +0.1% 85,776 $11.4M
Lodestar Private Asset Management LLC 1.12% Add +0.2% 85,659 $11.4M
Shepherd Financial Partners LLC 1.08% Reduce -0.8% 85,639 $11.4M
Itau Unibanco Holding S.A. 0.27% Add +60.6% 85,557 $11.4M
Point72 Asset Management 0.02% Reduce -70.5% 85,329 $11.3M
Pallas Capital Advisors LLC 0.43% Reduce -3.6% 85,103 $11.3M
Tsfg, LLC 1.72% Add +0.7% 85,104 $11.3M
Caption Management, LLC 0.56% New 85,000 $11.3M
Sowell Financial Services LLC 0.41% Reduce -0.7% 83,582 $11.1M
Harbor Capital Advisors, Inc. 0.90% Add +16.3% 83,575 $11.1M
United Bank 3.69% Add +4.1% 83,404 $11.1M
Diversify Wealth Management, LLC 0.20% Add +45.8% 69,147 $11.0M
Caliber Wealth Management, LLC / KS 1.17% Reduce -1.9% 80,648 $10.7M
Chesapeake Wealth Management 3.27% Reduce -1.7% 80,101 $10.6M
CIBC Bancorp USA Inc. 0.01% — 80,036 $10.6M
Clarus Wealth Advisors 4.53% Add +7.0% 77,237 $10.6M
Cary Street Partners Financial LLC 0.26% Reduce -3.0% 79,636 $10.6M
World Investment Advisors 0.17% Reduce -2.3% 79,213 $10.5M
Mesirow Financial Investment Management, Inc. 0.17% Add +36.8% 79,154 $10.5M
Bank of New York Mellon Corp 0.00% Reduce -2.5% 79,097 $10.5M
Cornerstone Wealth Group, LLC 0.68% Reduce -8.0% 67,658 $10.5M
Sepio Capital, LP 0.57% Reduce -17.1% 78,333 $10.4M
NFSG Corp 1.70% Add +2.0% 77,614 $10.3M
Darwin Wealth Management, LLC 3.21% Reduce -5.3% 77,531 $10.3M
Kennicott Capital Management LLC 5.58% Reduce -0.1% 76,847 $10.2M
Stockman Wealth Management, Inc. 1.12% Add +3.7% 76,316 $10.1M
Scotia Capital Inc. 0.04% Add +1.8% 75,647 $10.1M
Harbour Investments, Inc. 0.15% Add +45.8% 75,046 $10.0M
Sequent Planning LLC 2.41% Add +9.7% 74,999 $10.0M
Clearstead Advisors, LLC 0.09% Add +53.6% 74,340 $9.9M
Roundview Capital LLC 0.61% Add +4.6% 74,058 $9.8M
MV Capital Management, Inc. 0.96% Reduce -3.9% 73,952 $9.8M
HBW Advisory Services LLC 1.03% Reduce -15.6% 73,855 $9.8M
Kovack Advisors, Inc. 0.52% Reduce -9.4% 72,306 $9.7M
Rothschild Capital Partners, LLC 2.39% Reduce -48.5% 73,082 $9.7M
Founders Grove Wealth Partners, LLC 2.20% Reduce -0.6% 72,898 $9.7M
Relyea Zuckerberg Hanson LLC 0.97% Reduce -4.5% 72,777 $9.7M
Insight Wealth Strategies, LLC 1.08% Add +21.7% 72,775 $9.7M
O'ROURKE & COMPANY, Inc 3.78% Reduce -4.2% 71,788 $9.5M
AAFMAA Wealth Management & Trust LLC 3.70% Add +48.4% 71,746 $9.5M
MontVue Capital Management, Inc. 6.46% Add +1.7% 71,280 $9.5M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -16.0% 71,118 $9.5M
Gladstone Institutional Advisory LLC 0.35% Add +37.2% 70,860 $9.4M
U.S. Capital Wealth Advisors, LLC 0.24% Reduce -20.5% 70,624 $9.4M
Markin Asset Management, LP 10.29% Add +14.4% 70,488 $9.4M
Foronjy Financial LLC 3.89% Add +11.3% 70,459 $9.4M
Leuthold Group, LLC 0.99% Reduce -6.1% 70,273 $9.3M
ES4, LLC 5.99% Add +50.0% 69,781 $9.3M
Ironwood Wealth Management, Inc. 4.14% Reduce -0.1% 64,987 $9.2M
SkyOak Wealth, LLC 1.69% Reduce -3.5% 69,398 $9.2M
Fiduciary Group, LLC 0.79% Add +5.7% 69,234 $9.2M
Pine Valley Investments Ltd Liability Co 0.45% Add +14.7% 69,184 $9.2M
Narus Financial Partners, LLC 2.40% Add +5.3% 68,789 $9.1M
Atlantic Union Bankshares Corp 0.18% Reduce -0.2% 68,674 $9.1M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.80% No change 68,492 $9.1M
Jmac Enterprises LLC 1.74% Add +2.1% 68,385 $9.1M
First Merchants Corp. 0.34% Add +4.4% 68,091 $9.0M
Zullo Investment Group, Inc. 3.43% Add +4.2% 68,080 $9.0M
Calton & Associates, Inc. 1.29% Reduce -5.7% 67,503 $9.0M
Polianta Ltd 1.19% New 67,500 $9.0M
CDM Financial Counseling Services, Inc. 8.45% Reduce -0.1% 66,464 $8.8M
Thoma Capital Management LLC 5.22% Reduce -3.1% 66,461 $8.8M
Sage Capital Management, LLC 4.15% Reduce -0.0% 66,412 $8.8M
Clifford Swan Investment Counsel LLC 0.30% Add +0.0% 66,256 $8.8M
HB Wealth Management, LLC 0.06% Reduce -0.7% 66,095 $8.8M
Capital Planning LLC 2.85% Add +9.7% 65,966 $8.8M
Kanawha Capital Management LLC 0.62% Reduce -2.5% 65,900 $8.8M
Tritonpoint Wealth, LLC 0.94% Reduce -2.0% 65,840 $8.8M
KFA Private Wealth Group, LLC 2.09% Reduce -0.2% 65,542 $8.7M
MidFirst Bank 0.72% Reduce -4.2% 65,538 $8.7M
Pachira Investments Inc. 4.06% Add +12.4% 65,301 $8.7M
Sage Capital Advisors,llc 2.01% Reduce -4.1% 65,161 $8.7M
One Charles Private Wealth Services, LLC 2.17% Reduce -1.5% 65,111 $8.7M
CacheTech Inc. 1.66% Add +2.6% 64,755 $8.6M
IFP Advisors, Inc 0.18% Add +6.7% 64,740 $8.6M
Cranbrook Wealth Management, LLC 1.74% Reduce -0.7% 64,321 $8.5M
Wedbush Securities Inc. 0.25% Add +3.6% 63,559 $8.4M
Natixis Advisors, LLC 0.01% Reduce -0.3% 63,463 $8.4M
L. Roy Papp & Associates, LLP 0.97% Add +2.0% 63,362 $8.4M
Trust Co 0.79% Reduce -5.8% 63,158 $8.4M
Snowden Capital Advisors LLC 0.22% Reduce -7.8% 62,529 $8.3M
Loudon Investment Management, LLC 4.47% Reduce -6.9% 62,432 $8.3M
Donaldson Capital Management, LLC 0.27% Reduce -12.1% 62,088 $8.3M
Centennial Bank 2.95% Add +5.0% 61,855 $8.2M
Horizon Financial Services, LLC 3.63% Add +6.0% 61,800 $8.2M
Baker Avenue Asset Management, LP 0.19% Reduce -0.7% 61,160 $8.1M
Snider Financial Group 2.44% Reduce -0.9% 60,969 $8.1M
Concord Investment Counsel Inc. 2.71% Reduce -1.0% 60,603 $8.1M
Curat Global, LLC 7.92% Add +13.8% 61,071 $8.0M
Crews Bank & Trust 1.16% Reduce -1.5% 60,424 $8.0M
Adams Wealth Management 1.75% Add +1.2% 59,902 $8.0M
Journey Advisory Group, LLC 0.68% Reduce -8.1% 59,374 $7.9M
LYNX Capital Group Ltd. 3.67% Reduce -2.3% 59,363 $7.9M
Regions Financial Corp. 0.05% Reduce -11.5% 59,145 $7.9M
Fiera Capital Corp 0.03% Reduce -32.3% 58,888 $7.8M
Massachusetts Wealth Management 3.39% Reduce -30.4% 58,838 $7.8M
Evercore Wealth Management, LLC 0.12% Reduce -7.5% 58,824 $7.8M
Bank of Nova Scotia 0.01% Reduce -83.7% 58,570 $7.8M
Wealthcare Advisory Partners LLC 0.15% Reduce -12.6% 58,115 $7.7M
WESPAC Advisors SoCal, LLC 1.63% Reduce -7.9% 57,835 $7.7M
Colony Family Offices, LLC 1.89% Reduce -2.4% 57,792 $7.7M
Round Rock Advisors LLC 1.17% Reduce -2.9% 57,712 $7.7M
Serenus Wealth Advisors, LLC 1.53% Reduce -2.2% 57,708 $7.7M
Credit Industriel Et Commercial 1.35% Add +112.8% 57,706 $7.7M
Regal Investment Advisors LLC 0.44% Add +2.6% 57,411 $7.6M
James Investment Research, Inc. 0.86% Reduce -3.6% 57,364 $7.6M
Webster Bank, N. A. 0.72% Reduce -5.4% 57,156 $7.6M
Sherman Asset Management, Inc. 6.91% Reduce -0.3% 56,505 $7.5M
Boltwood Capital Management 1.90% Add +3.9% 56,181 $7.5M
Klingenstein Fields & Co. LP 0.29% Reduce -3.4% 56,098 $7.5M
Union Bancaire Privee, UBP SA 0.10% Add +650.5% 58,347 $7.4M
Ring Mountain Capital, LLC 4.07% Add +1.1% 55,934 $7.4M
GR Financial Group, LLC 2.46% Reduce -22.9% 55,868 $7.4M
McCollum Christoferson Group LLC 2.23% New 55,806 $7.4M
Laurel Wealth Advisors LLC 0.73% Add +5.9% 42,192 $7.4M
Nwam LLC 0.42% Reduce -4.2% 55,394 $7.4M
Gateway Wealth Partners, LLC 0.28% Add +82.2% 54,552 $7.3M
Lake Hills Wealth Management, LLC 4.04% New 54,369 $7.2M
Geremia Financial Services, LLC 5.87% Add +0.8% 54,238 $7.2M
Quadcap Wealth Management, LLC 0.82% Reduce -1.4% 54,157 $7.2M
Foster Dykema Cabot & Partners, LLC 0.46% Reduce -0.8% 54,152 $7.2M
Alliance Wealth Advisors, LLC 1.56% Add +65.3% 54,041 $7.2M
Burns J W & Co. Inc. 0.82% Add +1.6% 53,959 $7.2M
Valeo Financial Advisors, LLC 0.17% Add +3.4% 53,393 $7.1M
Parsons Capital Management Inc. 0.32% Add +0.9% 53,142 $7.1M
Fairvoy Private Wealth, LLC 1.67% Reduce -37.4% 52,537 $7.0M
Duncker Streett & Co. Inc. 1.32% Add +0.6% 52,417 $7.0M
Bouchey Financial Group, Ltd. 0.51% Add +3.3% 48,945 $7.0M
Patten & Patten Inc. 0.42% Add +2.3% 51,905 $6.9M
Manchester Capital Management LLC 0.99% Reduce -0.2% 51,837 $6.9M
Up Capital Management, Inc. 7.72% Reduce -19.4% 51,805 $6.9M
10Elms LLP 4.74% Add +17.8% 50,944 $6.9M
Occidental Asset Management, LLC 0.81% Reduce -20.4% 51,576 $6.9M
K.J. Harrison & Partners Inc 1.13% No change 51,454 $6.8M
Alliance Private Wealth, LLC 2.46% Reduce -0.1% 51,414 $6.8M
SCS Capital Management LLC 0.07% Reduce -1.9% 51,031 $6.8M
StoneX Group Inc. 0.36% Reduce -1.0% 50,943 $6.8M
Symmetry Investments LP 1.64% Reduce -2.3% 50,852 $6.8M
Mountain Hill Investment Partners Corp. 3.98% Add +145.1% 50,642 $6.7M
Aventus Investment Advisors, Inc. 5.68% Add +1.5% 50,521 $6.7M
Private Wealth Advisors, LLC 1.88% Reduce -18.4% 50,259 $6.7M
Perigon Wealth Management, LLC 0.12% Reduce -1.6% 50,221 $6.7M
Dynamic Advisor Solutions LLC 0.21% Add +0.1% 49,916 $6.6M
AdvisorShares Investments LLC 1.21% Add +9.5% 49,799 $6.6M
Okabena Investment Services Inc. 1.27% Add +2.6% 49,759 $6.6M
WNY Asset Management, LLC 0.67% — 49,099 $6.5M
Florida Financial Advisors, LLC 1.56% Reduce -15.5% 48,947 $6.5M
Channel Wealth LLC 1.57% Add +3.6% 48,883 $6.5M
Providence First Trust Co 2.28% Reduce -18.9% 48,832 $6.5M
Sharper & Granite LLC 2.22% Add +15.0% 48,807 $6.5M
Concentric Capital Strategies, LP 0.56% New 48,684 $6.5M
Constitution Capital LLC 3.23% Reduce -2.2% 48,584 $6.5M
Destiny Capital Corp 3.43% Reduce -0.1% 48,408 $6.4M
SBI Securities Co., Ltd. 0.18% Reduce -3.4% 48,308 $6.4M
Compound Planning, Inc. 0.20% Reduce -2.7% 48,125 $6.4M
OneDigital Investment Advisors LLC 0.06% Reduce -1.1% 47,790 $6.4M
Legacy Private Trust Co. 0.39% Add +44.4% 47,457 $6.3M
MMBG Investment Advisors Co. 0.58% Reduce -4.4% 47,392 $6.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +1.8% 47,350 $6.3M
Integral Investment Advisors, Inc. 1.57% Add +1.3% 47,327 $6.3M
Mgo One Seven LLC 0.13% Add +20.2% 47,314 $6.3M
SageGuard Financial Group, LLC 0.97% Add +58.6% 47,269 $6.3M
NewEdge Wealth, LLC 0.07% Add +29.9% 47,182 $6.3M
Cullen/Frost Bankers, Inc. 0.07% Reduce -12.6% 46,973 $6.2M
Ashton Thomas Securities, LLC 0.78% Add +138.6% 46,948 $6.2M
Capital Investment Counsel, LLC 0.85% Add +5.7% 46,935 $6.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -93.4% 47,059 $6.2M
Bessemer Group Inc. 0.01% Add +0.9% 46,824 $6.2M
Perennial Investment Advisors, LLC 0.50% Add +4.0% 46,777 $6.2M
Prestige Wealth Management Group LLC 1.22% Reduce -12.3% 46,778 $6.2M
Capstone Wealth Management Group LLC 3.82% Reduce -0.0% 46,701 $6.2M
Equity Wealth Partners, LLC 4.00% Add +3.1% 46,545 $6.2M
C2C Wealth Management, LLC 5.22% Add +0.8% 46,397 $6.2M
Maven Securities LTD 0.36% Reduce -66.2% 45,716 $6.1M
Mechanics Bank Trust Department 0.84% Reduce -3.8% 45,700 $6.1M
Kingstone Capital Partners Texas, LLC 3.73% Reduce -0.9% 45,606 $6.1M
Fingerlakes Wealth Management, Inc. 3.97% Reduce -6.0% 45,014 $6.0M
Bokf, NA 0.09% Reduce -12.6% 44,982 $6.0M
Glenview Trust Co 0.09% Add +0.5% 44,908 $6.0M
BigSur Wealth Management LLC 1.67% No change 44,864 $6.0M
WealthShield Partners, LLC 0.66% Reduce -1.3% 44,849 $6.0M
Pinnacle Associates Ltd. 0.08% Reduce -0.5% 44,831 $6.0M
Vertex Investment Solutions Co., Ltd. 6.86% Add +2.9% 46,100 $5.9M
Crew Capital Management, Ltd 3.93% Reduce -2.5% 44,501 $5.9M
Avior Wealth Management, LLC 0.17% Add +14.7% 43,925 $5.8M
AE Wealth Management LLC 0.03% Add +29.8% 43,887 $5.8M
One Wealth Map LLC 2.83% Reduce -1.3% 35,930 $5.8M
Orleans Capital Management Corp. 3.93% Reduce -10.5% 43,760 $5.8M
Acorn Wealth Advisors, LLC 1.69% Reduce -2.8% 43,615 $5.8M
RiverGlades Family Offices LLC 3.40% — 43,545 $5.8M
Chicago Partners Investment Group LLC 0.13% Add +3.2% 36,571 $5.8M
JFS Wealth Advisors, LLC 0.32% Reduce -1.6% 43,502 $5.8M
Clay Northam Wealth Management, LLC 3.23% Reduce -0.2% 43,345 $5.8M
Absolute Capital Management, LLC 1.91% Add +0.8% 43,229 $5.7M
New Wave Wealth Advisors LLC 2.01% Reduce -14.2% 43,225 $5.7M
Milestone Investment Advisors LLC 1.39% Reduce -3.5% 43,178 $5.7M
Belpointe Asset Management LLC 0.21% Reduce -33.5% 43,143 $5.7M
Joseph P. Lucia & Associates, LLC 2.04% Reduce -2.5% 43,023 $5.7M
Financial Engines Advisors L.L.C. 0.01% Reduce -3.9% 42,984 $5.7M
Institute for Wealth Management, LLC. 0.61% Add +0.6% 42,973 $5.7M
American Money Management, LLC 0.90% Add +3.0% 42,956 $5.7M
SBI Okasan Asset Management Co.Ltd. 0.23% Add +1021.4% 44,630 $5.7M
Symmetry Partners, LLC 0.32% Add +1.1% 42,740 $5.7M
San Luis Wealth Advisors LLC 0.94% Add +0.4% 42,682 $5.7M
Mission Wealth Management, LP 0.12% Add +0.8% 42,539 $5.7M
Bank of Marin 4.13% Reduce -0.4% 42,528 $5.7M
Bedell Frazier Investment Counselling, LLC 1.14% Reduce -5.4% 42,420 $5.6M
Vise Technologies, Inc. 0.11% No change 39,114 $5.6M
Asset Management One Co., Ltd. 0.02% Add +1.4% 42,193 $5.6M
Canton Hathaway, LLC 1.13% Add +0.8% 42,189 $5.6M
Narwhal Capital Management 0.41% No change 42,000 $5.6M
Eclectic Associates Inc. 0.74% Reduce -13.2% 41,837 $5.6M
St. Johns Investment Management Company, LLC 2.34% Add +4.0% 41,776 $5.6M
Caprock Group, LLC 0.13% Reduce -8.7% 41,716 $5.5M
RMR Wealth Builders 0.43% Add +2.7% 41,557 $5.5M
Westside Investment Management, Inc. 0.84% Add +0.8% 41,082 $5.5M
Transcend Capital Advisors, LLC 0.44% Reduce -10.6% 41,109 $5.5M
Mill Creek Capital Advisors, LLC 0.11% Reduce -0.5% 41,084 $5.5M
Pacific Sun Financial Corp 2.64% Add +4.7% 41,063 $5.5M
PeakShares LLC 5.00% Add +7.6% 40,981 $5.4M
Ballentine Partners, LLC 0.08% Add +46.5% 40,862 $5.4M
Farmers & Merchants Trust Co of Chambersburg PA 1.47% Reduce -5.9% 40,703 $5.4M
Jessup Wealth Management, Inc 1.97% Add +3.0% 40,525 $5.4M
Estate Counselors, LLC 0.48% Reduce -62.7% 40,170 $5.3M
Choreo, LLC 0.07% Add +0.1% 40,178 $5.3M
Algorithmic Investment Models, LLC 6.58% Add +13.8% 40,140 $5.3M
CreativeOne Wealth, LLC 0.12% Reduce -26.6% 40,125 $5.3M
Valmark Advisers, Inc. 0.06% Reduce -14.9% 40,056 $5.3M
Whittier Trust Co. 0.06% Add +9.1% 38,766 $5.3M
Dumont & Blake Investment Advisors LLC 1.31% Reduce -0.9% 39,504 $5.3M
Mathes Company, Inc. 1.92% No change 39,300 $5.2M
IFC Advisors LLC 0.74% Reduce -6.8% 39,078 $5.2M
Brookstone Capital Management 0.06% Reduce -39.9% 38,991 $5.2M
Balance Wealth Partners LLC 1.60% Add +1908.4% 38,883 $5.2M
Ehrlich Financial Group 2.96% Add +1.1% 38,818 $5.2M
Savant Capital, LLC 0.02% Add +6.5% 38,768 $5.2M
International Assets Investment Management, LLC 0.36% Add +1.1% 38,131 $5.1M
Integrity Alliance, Llc. 0.20% Reduce -19.9% 38,652 $5.1M
CENTRAL TRUST Co 0.10% Reduce -0.8% 38,596 $5.1M
Evoke Wealth, LLC 0.09% Add +0.5% 38,516 $5.1M
Woodard & Co. Asset Management Group Inc. 0.82% Add +367.9% 38,470 $5.1M
Asset One Wealth Management LLC 0.57% Add +3.5% 33,041 $5.1M
Staley Capital Advisers Inc. 0.22% No change 38,452 $5.1M
Abbot Financial Management, Inc. 2.17% Reduce -2.0% 38,425 $5.1M
Cary Street Partners Investment Advisory LLC 1.30% Add +4.7% 38,383 $5.1M
Harrell Investment Partners, LLC 1.21% Reduce -8.3% 38,148 $5.1M
Daymark Wealth Partners, LLC 0.16% Add +616.7% 37,779 $5.0M
Capitol Family Office, Inc. 5.89% No change 34,642 $5.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.28% Add +22.7% 37,468 $5.0M
First National Bank of Hutchinson 3.17% No change 37,312 $5.0M
Patton Albertson Miller Group, LLC 0.58% No change 37,030 $4.9M
5th Street Advisors, LLC 2.13% Add +4.9% 36,961 $4.9M
VestGen Advisors, LLC 0.14% Add +33.9% 28,024 $4.9M
Williams Jones Wealth Management, LLC. 0.06% Reduce -0.5% 36,908 $4.9M
Acorns Advisers, LLC 0.04% Add +13.9% 36,868 $4.9M
Rockingstone Advisors LLC 2.24% Reduce -0.7% 36,661 $4.9M
Evanson Asset Management, LLC 0.26% Add +0.1% 36,630 $4.9M
Bright Rock Capital Management, LLC 0.96% New 36,511 $4.9M
First Business Financial Services, Inc. 0.43% No change 36,498 $4.9M
Dodds Wealth, LLC 1.19% Reduce -2.7% 36,495 $4.9M
Windsor Capital Management, LLC 1.45% Reduce -4.0% 36,479 $4.8M
KKM Financial LLC 0.86% No change 33,472 $4.8M
Cornerstone Wealth Management, LLC 0.24% Reduce -6.5% 36,173 $4.8M
FIL Ltd 0.00% Reduce -0.2% 36,168 $4.8M
RCW Management, LLC 4.92% No change 36,107 $4.8M
Trinity Wealth Management, LLC 1.75% Reduce -44.1% 35,924 $4.8M
Cresta Advisors, Ltd. 1.95% Add +1.1% 35,892 $4.8M
Warren Street Wealth Advisors, LLC 1.21% New 35,663 $4.7M
Corsicana & Co. 2.99% Reduce -47.9% 22,895 $4.7M
Plimoth Trust Co. LLC 1.06% Reduce -6.4% 35,540 $4.7M
Sunrise Financial Services, LLC 3.34% Reduce -18.6% 35,409 $4.7M
Accurate Wealth Management, LLC 0.57% Add +5.0% 32,991 $4.7M
Washington Growth Strategies LLC 3.07% Reduce -1.2% 35,395 $4.7M
Stratos Wealth Advisors, LLC 0.29% Reduce -36.5% 35,385 $4.7M
Apollon Wealth Management, LLC 0.08% Reduce -3.1% 35,280 $4.7M
NBT Bank, N.A. 0.31% Add +2.9% 35,238 $4.7M
Shulman DeMeo Asset Management LLC 0.99% Add +0.3% 35,005 $4.7M
MKT Advisors LLC 1.55% Add +2.4% 33,742 $4.6M
Destiny Wealth Partners, LLC 0.51% Reduce -74.5% 34,878 $4.6M
Lanark Financial, Inc. 0.35% Add +1.5% 34,782 $4.6M
Fulcrum Equity Management 4.50% Reduce -14.1% 34,759 $4.6M
Pettyjohn, Wood & White, Inc. 0.73% Add +1.1% 34,618 $4.6M
Meridian Wealth Advisors, LLC 0.61% Reduce -11.6% 34,601 $4.6M
Orion Porfolio Solutions, LLC 0.04% Reduce -69.3% 34,464 $4.6M
Private Advisory Group LLC 0.32% Reduce -47.5% 34,453 $4.6M
Agate Pass Investment Management, LLC 1.78% Add +18.6% 34,311 $4.6M
Simon Quick Advisors, LLC 0.21% Add +133.7% 34,149 $4.5M
Jaffetilchin Investment Partners, LLC 0.27% Reduce -1.9% 34,086 $4.5M
First Financial Bank - Trust Division 0.36% Reduce -12.8% 33,775 $4.5M
Point Windward Advisors Inc. 2.26% Add +14.7% 33,527 $4.5M
D.B. Root & Company, LLC 1.06% Reduce -5.2% 33,349 $4.4M
Rollins Financial Advisors, LLC 0.70% Add +0.0% 33,122 $4.4M
Colton Groome Financial Advisors, LLC 1.25% Reduce -20.1% 32,950 $4.4M
Financial Insights, Inc. 1.42% Add +0.7% 32,875 $4.4M
Strategic Advisors LLC 0.72% Add +1.9% 32,746 $4.4M
Heritage Wealth Advisors 0.17% No change 32,696 $4.3M
Principal Securities, Inc. 0.06% Add +5.9% 32,686 $4.3M
Caldwell Trust Co 0.39% Reduce -0.3% 32,640 $4.3M
Wesbanco Bank Inc. 0.12% Add +1.3% 32,625 $4.3M
UNIVEST FINANCIAL Corp 0.24% Reduce -70.3% 32,504 $4.3M
Twin Focus Capital Partners, LLC 0.50% Add +2.0% 32,463 $4.3M
Butensky & Cohen Financial Security, Inc. 1.14% Add +1.1% 32,460 $4.3M
Simplicity Wealth,LLC 0.24% Add +3.6% 32,445 $4.3M
EPG Wealth Management LLC 1.17% Add +0.8% 32,334 $4.3M
PFG Advisors 0.21% Reduce -41.6% 32,282 $4.3M
Mezzasalma Advisors, LLC 1.10% Add +1.3% 43,330 $4.3M
Archford Capital Strategies, LLC 0.49% Add +37.9% 32,048 $4.3M
Lyell Wealth Management, LP 0.31% Reduce -6.4% 31,808 $4.2M
Stock Yards Bank & Trust Co. 0.13% Reduce -13.1% 31,724 $4.2M
Crestwood Advisors Group, LLC 0.07% Reduce -0.4% 31,584 $4.2M
Successful Portfolios LLC 2.31% Reduce -0.5% 32,143 $4.2M
Cadent Capital Advisors, LLC 1.11% Add +19.0% 31,483 $4.2M
Corrado Advisors, LLC 2.18% Reduce -14.8% 31,470 $4.2M
Ledyard National Bank 0.36% Reduce -7.3% 31,321 $4.2M
Silver Oak Securities, Incorporated 0.30% Add +3.7% 31,225 $4.1M
HM Payson & Co. 0.06% Add +581.0% 31,178 $4.1M
Fidelis Wealth Advisors LLC 6.03% Add +2.6% 31,152 $4.1M
Kingswood Wealth Advisors, LLC 0.20% Add +2.9% 31,119 $4.1M
Perissos Private Wealth Management, LLC 3.57% Add +433.5% 30,911 $4.1M
Afg Fiduciary Services Limited Partnership 2.42% Add +0.3% 30,030 $4.1M
Ausdal Financial Partners, Inc. 0.18% Add +3.8% 30,803 $4.1M
Advisor Resource Council 1.62% Add +4.8% 30,785 $4.1M
Realta Investment Advisors 1.42% Reduce -2.5% 30,747 $4.1M
Emergent Wealth Advisors, LLC 2.41% Add +420.7% 30,667 $4.1M
Country Trust Bank 0.08% Add +10.1% 30,645 $4.1M
Peddock Capital Advisors, LLC 0.89% Add +1.5% 30,483 $4.1M
Sanchez Gaunt Capital Management, LLC 2.53% — 30,475 $4.1M
First Citizens Bank & Trust Co. 0.09% Reduce -4.0% 30,475 $4.1M
Yelin Lapidot Holdings Management Ltd. 0.84% No change 30,460 $4.0M
Iyo Bank, Ltd. 1.44% Add +337.8% 30,396 $4.0M
Northland Securities, Inc. 3.84% Reduce -0.2% 30,390 $4.0M
Keudell/Morrison Wealth Management 0.82% Add +0.3% 30,298 $4.0M
Bangor Savings Bank 0.32% Add +7.4% 30,191 $4.0M
SMI Advisory Services, LLC 0.66% Reduce -39.3% 29,312 $4.0M
Arete Wealth Advisors, LLC 0.30% Reduce -4.7% 30,086 $4.0M
Signet Financial Management, LLC 0.45% Reduce -21.6% 30,043 $4.0M
Aua Capital Management, LLC 2.03% Reduce -0.7% 29,938 $4.0M
TD Private Client Wealth LLC 0.08% Reduce -4.9% 29,922 $4.0M
Elk River Wealth Management LLC 0.66% Reduce -24.8% 29,845 $4.0M
Howe & Rusling Inc. 0.26% Reduce -1.0% 29,701 $3.9M
Simplex Trading, LLC 0.12% Reduce -41.4% 29,695 $3.9M
Wealthspire Advisors, LLC 0.03% Reduce -13.8% 29,658 $3.9M
Quantitative Investment Management, LLC 0.41% New 29,624 $3.9M
Gallacher Capital Management LLC 1.50% Add +13.2% 29,395 $3.9M
Citadel Advisors 0.00% New 29,281 $3.9M
Compass Financial Group, Inc. (Ohio) 2.84% Reduce -5.1% 29,246 $3.9M
Ciovacco Capital Management LLC 2.26% Add +6.7% 29,220 $3.9M
Parallel Advisors, LLC 0.07% Add +4.4% 28,933 $3.8M
Bryn Mawr Trust Advisors, LLC 0.19% Reduce -13.8% 28,916 $3.8M
Asset Advisory Group, Inc. 1.93% Add +2.1% 28,890 $3.8M
Vaughan David Investments LLC 0.08% Reduce -6.4% 28,858 $3.8M
Jacobs Equity LLC 3.41% Reduce -4.9% 22,431 $3.8M
Prospera Financial Services Inc 0.06% Add +6.5% 28,628 $3.8M
Retirement Planning Group, LLC 0.12% Add +14.1% 28,624 $3.8M
Milestones Private Investment Advisors LLC 3.34% Add +3.9% 28,499 $3.8M
David J Yvars Group 2.12% Add +0.3% 28,495 $3.8M
Ally Invest Advisors Inc. 0.25% Reduce -3.3% 28,438 $3.8M
E&G Advisors, LLC 0.84% Reduce -1.5% 28,359 $3.8M
PCG Asset Management, LLC 3.01% Reduce -1.1% 28,287 $3.8M
Acropolis Investment Management, LLC 0.17% No change 28,202 $3.7M
Fidelis Capital Partners, LLC 0.27% Reduce -0.2% 28,121 $3.7M
Delta Financial Advisors LLC 0.97% No change 28,120 $3.7M
Theory Financial LLC 1.31% Reduce -7.9% 28,111 $3.7M
Nova Wealth Management, Inc. 2.43% Add +38.4% 28,092 $3.7M
Sigma Investment Counselors Inc. 0.20% Reduce -4.9% 28,081 $3.7M
Ibex Wealth Advisors 0.35% Reduce -1.5% 28,070 $3.7M
Capital Asset Advisory Services LLC 0.14% Add +0.1% 23,956 $3.7M
Keel Point, LLC 0.25% Reduce -62.9% 27,838 $3.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.11% Reduce -17.5% 27,820 $3.7M
LifeSteps Financial, Inc. 2.34% Reduce -4.0% 27,711 $3.7M
Vivid Wealth Management, LLC 1.49% Reduce -0.3% 27,708 $3.7M
Sax Wealth Advisors, LLC 0.18% Reduce -0.2% 25,548 $3.7M
Soltis Investment Advisors LLC 0.24% Reduce -5.0% 27,675 $3.7M
Meridian Wealth Management, LLC 0.13% Add +62.0% 27,639 $3.7M
FF Advisors,LLC 1.48% Reduce -19.2% 23,480 $3.7M
Spreng Capital Management, Inc. 1.72% Reduce -6.3% 27,374 $3.6M
Ascentis Independent Advisors 0.27% Add +38.4% 27,200 $3.6M
Blue Zone Wealth Advisors, LLC 0.73% Add +0.1% 27,139 $3.6M
Disciplined Investors, L.L.C. 2.15% Add +0.7% 27,119 $3.6M
Hyundai Investments Co., Ltd. 4.05% Add +430.6% 28,195 $3.6M
Richmond Investment Services, LLC 0.58% Add +3.0% 26,993 $3.6M
EverSource Wealth Advisors, LLC 0.11% Add +10.3% 26,935 $3.6M
Atticus Wealth Management, LLC 0.97% Reduce -6.9% 26,924 $3.6M
Redwood Financial Network Corp 2.34% Reduce -4.2% 26,902 $3.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.43% Reduce -1.8% 26,734 $3.6M
Pure Financial Advisors, LLC 0.05% Add +0.3% 26,698 $3.5M
Fiduciary Trust Co 0.04% Add +2.0% 26,647 $3.5M
Fortis Capital Advisors, LLC 0.46% Reduce -2.7% 26,628 $3.5M
Focus Partners Advisor Solutions, LLC 0.04% Add +10.1% 26,604 $3.5M
Bfsg, LLC 0.33% Reduce -19.0% 26,447 $3.5M
Yoder Wealth Management, Inc. 1.60% Reduce -2.3% 26,442 $3.5M
Hilltop Holdings Inc. 0.32% Reduce -55.5% 26,441 $3.5M
Roberts Wealth Advisors, LLC 0.89% Add +6.7% 26,438 $3.5M
Bay Capital Advisors, LLC 2.17% Reduce -1.5% 26,432 $3.5M
Sendero Wealth Management, LLC 0.39% No change 26,272 $3.5M
Bison Wealth, LLC 0.34% Add +0.5% 19,676 $3.5M
JMG Financial Group, Ltd. 0.10% Add +0.0% 26,154 $3.5M
Wedmont Private Capital 0.11% Reduce -10.2% 24,442 $3.5M
Csenge Advisory Group 0.16% Add +0.1% 26,006 $3.5M
Palisade Capital Management, LP 0.12% No change 25,894 $3.4M
Vilga Financial Planning LLC 3.07% Reduce -0.0% 25,893 $3.4M
Elm Partners Management LLC 0.15% Reduce -1.8% 26,891 $3.4M
Magnus Financial Group LLC 0.28% Reduce -36.1% 25,341 $3.4M
Hurley Capital, LLC 1.80% Reduce -4.3% 25,280 $3.4M
Investment Advisory Services Inc. /TX 1.07% Reduce -0.0% 25,214 $3.4M
Fisher Asset Management 0.00% Reduce -25.9% 25,201 $3.3M
Arax Advisory Partners 0.09% Add +31.7% 24,976 $3.3M
RVW Wealth, LLC 0.26% No change 25,160 $3.3M
Cornerstone National Bank & Trust Co 1.22% Add +15.8% 24,638 $3.3M
Midwest Professional Planners, LTD. 0.78% Add +8.3% 24,955 $3.3M
Gotham Asset Management 0.01% Add +6.5% 24,944 $3.3M
Oxford Wealth Group, LLC 1.81% Reduce -6.1% 24,907 $3.3M
Clark Financial Services Group Inc. 1.82% Add +4.0% 24,863 $3.3M
Stonebrook Private Inc. 0.70% Reduce -47.8% 24,834 $3.3M
Spartan Wealth Advisory Services LLC 0.29% — 24,789 $3.3M
Sentinel Trust Co. Lba 0.32% Reduce -21.2% 24,616 $3.3M
Ames National Corp. 1.95% No change 24,490 $3.3M
Cassaday & Co Wealth Management LLC 0.07% Add +3.0% 24,452 $3.2M
Van Cleef Asset Management,Inc 0.35% Reduce -1.9% 24,385 $3.2M
JSF Financial, LLC 0.63% Add +45.9% 24,316 $3.2M
Solutions 4 Wealth, Ltd 4.86% Reduce -1.9% 24,315 $3.2M
Atlas Legacy Advisors, LLC 0.59% Add +7.5% 23,715 $3.2M
Elite Wealth Management, Inc. 1.04% Reduce -2.4% 24,220 $3.2M
Sunbelt Securities, Inc. 0.20% Add +3.7% 24,216 $3.2M
CWA Asset Management Group, LLC 0.11% Reduce -4.6% 24,131 $3.2M
Moneta Group Investment Advisors LLC 0.02% Add +3.3% 24,106 $3.2M
SeaCrest Wealth Management, LLC 0.34% Add +2.1% 23,911 $3.2M
Kagan Cocozza Asset Management 2.22% Add +1.4% 23,775 $3.2M
BBR Partners, LLC 0.18% Add +5.8% 23,753 $3.2M
MLG Wealth Management DBA Pine Grove Financial Group 0.37% Add +305.2% 23,649 $3.2M
First Citizens Financial Corp 1.48% Add +5.3% 23,533 $3.1M
Appleton Partners Inc. 0.22% Reduce -6.4% 23,483 $3.1M
Hudson Value Partners, LLC 0.93% Reduce -11.2% 23,350 $3.1M
Summit Trail Advisors, LLC 0.04% Add +15.9% 23,343 $3.1M
Retirement Income Solutions, Inc. 0.53% No change 23,178 $3.1M
CPA Asset Management Group, LLC 1.03% Reduce -0.1% 23,139 $3.1M
Strategic Financial Partners, Ltd. 1.33% Reduce -18.4% 23,129 $3.1M
GAMCO Investors 0.03% Reduce -0.3% 23,100 $3.1M
Daybright Advisory Services, Inc. 0.85% Add +0.1% 23,011 $3.1M
Apella Capital, LLC 0.05% Add +51.1% 19,736 $3.0M
IMC-Chicago, LLC 0.05% New 22,917 $3.0M
Planwiser Financial, LLC 2.20% Reduce -17.1% 20,211 $3.0M
Capital Advisors Inc. 0.05% Add +3.2% 22,719 $3.0M
Segment Wealth Management, LLC 0.18% Reduce -2.4% 22,612 $3.0M
Maridea Wealth Management LLC 0.44% Reduce -4.6% 22,476 $3.0M
Bleakley Financial Group, LLC 0.05% Reduce -0.8% 22,440 $3.0M
Tactive Advisors, LLC 0.84% Reduce -2.0% 22,401 $3.0M
First National Bank of Omaha 0.09% Reduce -3.8% 22,918 $3.0M
Sonata Capital Group Inc. 1.09% Reduce -3.6% 22,260 $3.0M
Verus Capital Partners, LLC 0.20% Add +15.4% 22,226 $3.0M
Investor's Fiduciary Advisor Network, LLC 0.90% Reduce -0.4% 22,117 $2.9M
Redhawk Wealth Advisors, Inc. 0.32% Reduce -72.2% 22,035 $2.9M
Koshinski Asset Management, Inc. 0.18% Reduce -8.8% 21,937 $2.9M
Flagstar Securities, Inc. 1.05% Reduce -14.6% 21,890 $2.9M
Herbst Group, LLC 1.79% Reduce -9.8% 21,841 $2.9M
Forum Financial Management, LP 0.04% Add +25.5% 21,839 $2.9M
Whittier Trust Co. of Nevada Inc. 0.06% Reduce -3.4% 21,189 $2.9M
Impact Partnership Wealth, LLC 0.36% Add +399.4% 21,789 $2.9M
Cypress Capital Group 0.33% Reduce -9.5% 21,788 $2.9M
Wealthgarden F.S. LLC 1.97% Add +1.3% 21,692 $2.9M
Fagan Associates, Inc. 0.40% Reduce -2.2% 21,652 $2.9M
Verition Fund Management LLC 0.03% New 21,640 $2.9M
Shelton Capital Management 0.06% Add +2.6% 21,575 $2.9M
Debussy Capital Management LP 0.40% Add +20.0% 21,524 $2.9M
Aptus Capital Advisors, LLC 0.02% Add +16.4% 21,433 $2.8M
Finley Financial, LLC 1.33% No change 21,360 $2.8M
Cerro Pacific Wealth Advisors LLC 0.74% Reduce -2.9% 21,357 $2.8M
North Star Investment Management Corp. 0.17% Add +0.3% 21,350 $2.8M
Nixon Peabody Trust Co. 0.23% Add +4.9% 21,335 $2.8M
Empowered Funds, LLC 0.02% Add +302.2% 21,333 $2.8M
Heartwood Wealth Advisors LLC 0.25% Reduce -6.3% 21,293 $2.8M
AdvisorNet Financial, Inc 0.15% Reduce -0.1% 21,269 $2.8M
Avantax Planning Partners, Inc. 0.08% Reduce -1.8% 21,265 $2.8M
Capital Investment Advisory Services, LLC 0.21% Add +0.0% 21,238 $2.8M
Beacon Capital Management, Inc. 0.16% Reduce -55.3% 21,235 $2.8M
Creative Financial Designs Inc. 0.17% Reduce -39.2% 21,232 $2.8M
PlanVest Financial, Inc 2.15% — 21,230 $2.8M
Cladis Investment Advisory, LLC 1.55% Reduce -9.6% 21,222 $2.8M
Ranch Capital Advisors Inc. 1.03% Reduce -3.7% 21,188 $2.8M
Brighton Jones LLC 0.06% New 21,122 $2.8M
Cape Ann Savings Bank 1.40% Reduce -0.7% 21,030 $2.8M
Laraway Financial Advisors Inc 1.96% Reduce -4.9% 20,979 $2.8M
Flputnam Investment Management Co. 0.04% Reduce -31.0% 20,928 $2.8M
Harbour Trust & Investment Management Co 0.29% Reduce -5.6% 20,921 $2.8M
Rehmann Capital Advisory Group 0.14% Reduce -28.8% 20,747 $2.8M
Clearview Wealth Management LLC 1.94% — 20,647 $2.7M
Balboa Wealth Partners 0.46% Add +2.0% 20,604 $2.7M
Arbor Wealth Management LLC\AZ 2.68% Add +8.4% 20,473 $2.7M
Anchyra Partners LLC 0.82% Add +1.4% 20,386 $2.7M
OneAscent Financial Services LLC 0.15% Add +346.8% 20,359 $2.7M
Lynch & Associates 0.50% No change 20,228 $2.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +21.3% 20,197 $2.7M
Trifecta Capital Advisors, LLC 0.42% Reduce -10.7% 20,187 $2.7M
Geneos Wealth Management Inc. 0.06% Reduce -54.5% 20,127 $2.7M
Encore Global Management, LP 1.86% — 20,000 $2.7M
Everstar Asset Management, LLC 1.41% Reduce -6.4% 19,924 $2.6M
Plan Group Financial, LLC 0.62% Add +169.4% 19,892 $2.6M
Johnson Financial Group, Inc. 0.10% Reduce -5.1% 19,878 $2.6M
University of Texas/Texas Am Investment Management Co. 0.38% Add +6.6% 19,795 $2.6M
Verdence Capital Advisors LLC 0.15% Add +0.6% 19,743 $2.6M
Bragg Financial Advisors, Inc 0.08% Add +1.4% 19,687 $2.6M
RPg Family Wealth Advisory, LLC 0.54% Add +1.9% 19,620 $2.6M
Alterna Wealth Management, Inc. 1.97% Reduce -9.7% 19,568 $2.6M
Koss-Olinger Consulting, LLC 0.22% Reduce -15.1% 19,519 $2.6M
Insigneo Advisory Services, LLC 0.18% Reduce -2.7% 19,476 $2.6M
BlackDiamond Wealth Management, LLC 1.24% Add +0.8% 19,365 $2.6M
Empower Advisory Group, LLC 0.01% Reduce -24.8% 19,339 $2.6M
Risk Paradigm Group, LLC 2.19% Add +1.6% 19,326 $2.6M
Mattern Wealth Management LLC 0.50% No change 19,324 $2.6M
Courier Capital LLC 0.14% Reduce -22.0% 19,276 $2.6M
McHugh Group, LLC 1.53% Reduce -2.8% 19,254 $2.6M
DDD Partners, LLC 0.18% Add +0.7% 19,252 $2.6M
Odyssey Capital Advisors, Inc. 2.29% Reduce -5.8% 19,252 $2.6M
Principle Wealth Partners LLC 0.15% Reduce -1.0% 19,249 $2.6M
Private Trust Co. NA 0.23% Reduce -26.9% 19,232 $2.6M
Keystone Financial Group 0.18% Reduce -6.9% 19,223 $2.6M
Tempo Wealth, LLC 0.44% Add +1.3% 19,162 $2.5M
PKS Advisory Services, LLC 0.59% Reduce -3.8% 19,130 $2.5M
Cornerstone Advisory, LLC 0.24% Reduce -2.4% 19,100 $2.5M
Seven Springs Wealth Group, LLC 0.60% No change 19,024 $2.5M
Moors & Cabot, Inc. 0.11% Reduce -1.1% 18,979 $2.5M
Verum Partners LLC 0.48% Reduce -6.8% 18,971 $2.5M
jvl associates llc 0.85% Add +3.1% 18,966 $2.5M
1834 Investment Advisors Co. 0.31% Reduce -17.6% 18,934 $2.5M
Bucket List Wealth Management, LLC 1.50% Reduce -2.4% 18,784 $2.5M
Pitcairn Wealth Advisors LLC 0.23% No change 17,322 $2.5M
Graetz Wealth LLC 2.22% Add +2.6% 18,708 $2.5M
Mma Asset Management LLC 0.88% Reduce -6.2% 18,706 $2.5M
Searle & Co. 0.63% Add +0.8% 18,680 $2.5M
MTM Investment Management, LLC 0.78% Add +0.1% 18,546 $2.5M
United Advisor Group, LLC 0.30% Add +4.0% 18,528 $2.5M
Wealthspire Retirement, LLC 0.15% Add +3.9% 18,463 $2.5M
Adirondack Trust Co. 0.82% Reduce -3.5% 18,451 $2.5M
Callan Family Office, LLC 0.06% Add +18.7% 18,412 $2.4M
RDA Financial Network 0.61% Add +5.4% 18,361 $2.4M
LVM Capital Management Ltd. 0.23% Reduce -0.1% 18,356 $2.4M
January Capital Advisors LLC 3.29% — 18,346 $2.4M
Phillips Wealth Planners LLC 1.84% Add +10.3% 13,696 $2.4M
Mission Creek Capital Partners, Inc. 0.48% No change 18,241 $2.4M
Altura Wealth Advisors Inc. 1.06% Add +0.9% 18,203 $2.4M
Ingalls & Snyder LLC 0.09% Reduce -5.3% 18,104 $2.4M
Stelac Advisory Services LLC 0.48% Reduce -20.6% 17,972 $2.4M
Zacks Investment Management 0.02% Add +4.0% 17,972 $2.4M
Advyzon Investment Management, LLC 0.21% Reduce -3.5% 17,896 $2.4M
Ancora Advisors LLC 0.05% Add +0.1% 17,776 $2.4M
Moss Adams Wealth Advisors LLC 0.17% Reduce -25.1% 17,711 $2.4M
Goldstein Advisors, LLC 0.26% Add +10.7% 17,694 $2.4M
Goepper Burkhardt LLC 0.78% Add +3.6% 17,653 $2.3M
Wealthedge Investment Advisors, LLC 0.86% Add +12.7% 17,578 $2.3M
Rothschild Wealth LLC 0.21% Reduce -5.9% 17,577 $2.3M
M3 Advisory Group, LLC 1.44% Add +1.8% 17,576 $2.3M
Torrey-Payne Wealth Management, LLC 2.12% Add +2.7% 17,362 $2.3M
Optiver Holding B.V. 0.09% New 17,348 $2.3M
Strategy Asset Managers LLC 0.38% Add +2.5% 17,323 $2.3M
First Heartland Consultants, Inc. 0.18% Add +2.0% 17,319 $2.3M
Eastern Bank 0.04% Reduce -15.1% 17,298 $2.3M
Syon Capital LLC 0.12% Add +8.2% 17,255 $2.3M
Paragon Financial Partners, Inc. 1.30% Add +0.4% 15,466 $2.3M
Blue Chip Partners, LLC 0.16% Add +6.4% 17,197 $2.3M
Ameraudi Asset Management, Inc. 1.24% Reduce -72.8% 17,190 $2.3M
Saxon Interests, Inc. 0.79% Reduce -0.4% 17,143 $2.3M
Cedarwood Wealth LLC 2.30% Add +25.6% 17,098 $2.3M
Monetary Management Group Inc. 0.54% Add +1.9% 17,085 $2.3M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -63.4% 17,021 $2.3M
Fortitude Financial, LLC 1.19% Add +471.0% 16,913 $2.2M
Arrow Financial Corp 0.23% Reduce -0.1% 16,842 $2.2M
Fifth Third Wealth Advisors LLC 0.08% Reduce -34.7% 16,839 $2.2M
Chilton Capital Management LLC 0.08% Reduce -1.0% 16,803 $2.2M
XML Financial, LLC 0.18% Add +19.9% 16,761 $2.2M
Invst, LLC 0.25% Reduce -16.1% 16,699 $2.2M
Strategic Blueprint, LLC 0.13% Add +1.3% 16,673 $2.2M
Capital Advisors, Ltd. LLC 0.25% Reduce -1.1% 16,663 $2.2M
Hutchens & Kramer Investment Management Group, LLC 0.70% Reduce -1.6% 16,658 $2.2M
Rwa Wealth Partners, LLC 0.02% Reduce -24.3% 16,509 $2.2M
Northstar Advisory Group, LLC 0.84% Reduce -49.2% 16,499 $2.2M
Berger Financial Group, Inc 0.12% Add +0.3% 16,496 $2.2M
One Capital Management, LLC 0.06% Add +4.4% 16,489 $2.2M
BSW Wealth Partners 0.27% Reduce -6.4% 16,484 $2.2M
Adapt Wealth Advisors, LLC 0.79% Add +4.4% 16,476 $2.2M
First National Trust Co 0.07% Reduce -25.2% 16,334 $2.2M
Endowment Wealth Management, Inc. 0.95% Add +16.4% 16,235 $2.2M
Certuity, LLC 0.14% Add +4.9% 16,212 $2.2M
CFC Planning Co LLC 1.55% Reduce -2.3% 16,195 $2.2M
Baron Silver Stevens Financial Advisors, LLC 0.31% Reduce -2.2% 16,184 $2.2M
Patriot Financial Group Insurance Agency, LLC 0.12% Add +86.0% 16,170 $2.1M
Advocate Investing Services LLC 1.82% Reduce -0.3% 16,160 $2.1M
Moneco Advisors, LLC 0.17% Reduce -5.5% 16,154 $2.1M
Gold Investment Management Ltd. 0.66% Add +4.4% 16,087 $2.1M
BLB&B Advisors, LLC 0.09% Reduce -62.9% 16,014 $2.1M
Morton Community Bank 0.46% Add +1.6% 15,971 $2.1M
Menard Financial Group LLC 1.47% Reduce -21.9% 15,868 $2.1M
Kaizen Financial Strategies 0.88% Add +0.0% 13,691 $2.1M
Acima Private Wealth, LLC 0.65% Reduce -2.5% 15,602 $2.1M
SkyView Investment Advisors, LLC 0.28% No change 15,580 $2.1M
Mather Group, Llc. 0.02% Add +44.9% 15,524 $2.1M
Parr McKnight Wealth Management Group, LLC 0.27% Add +11.1% 15,520 $2.1M
Wall Street Financial Group, Inc. 1.22% Reduce -11.5% 15,448 $2.1M
Salem Investment Counselors Inc. 0.06% Reduce -0.6% 15,441 $2.1M
Capital Analysts, LLC 0.05% Reduce -18.3% 15,393 $2.0M
City Holding Co. 0.26% Reduce -2.2% 15,394 $2.0M
GWN Securities Inc. 0.39% Add +3.5% 15,378 $2.0M
Coldstream Capital Management Inc. 0.03% Add +226.2% 15,213 $2.0M
Black Diamond Financial, LLC 0.22% No change 15,174 $2.0M
Busey Bank 0.05% Reduce -0.3% 15,158 $2.0M
WealthPlan Investment Management, LLC 0.11% Add +41.5% 15,057 $2.0M
German American Bancorp, Inc. 0.17% Reduce -0.5% 15,036 $2.0M
Exencial Wealth Advisors, LLC 0.06% Reduce -8.1% 15,033 $2.0M
Cardinal Point Capital Management ULC 0.12% Add +29.4% 15,022 $2.0M
Pinnacle Wealth Management Advisory Group, LLC 0.14% Add +0.6% 14,941 $2.0M
Evolve Private Wealth, LLC 0.11% Add +66.7% 14,890 $2.0M
Sharkey, Howes & Javer 0.27% Reduce -2.8% 14,831 $2.0M
Earned Wealth Advisors, LLC 0.13% Reduce -0.3% 14,808 $2.0M
Avidian Wealth Enterprises, LLC 0.06% Add +2.3% 14,682 $2.0M
Royal Fund Management, LLC 0.19% Add +23.0% 14,628 $1.9M
Fragasso Financial Advisors Inc 0.12% Reduce -0.2% 14,223 $1.9M
M Holdings Securities, Inc. 0.13% Add +8.3% 11,692 $1.9M
Wealth Watch Advisors, INC 0.81% Reduce -4.0% 14,595 $1.9M
LVZ, Inc. 0.22% Add +10.0% 14,591 $1.9M
Auxano Advisors, LLC 0.39% Add +0.0% 14,573 $1.9M
Bridgewater Advisors Inc. 0.12% Reduce -5.3% 10,947 $1.9M
Cane Capital Partners, LLC 0.85% Add +14.8% 14,530 $1.9M
Bradley Foster & Sargent Inc. 0.03% Add +6.5% 14,478 $1.9M
NDWM LLC 1.25% Reduce -3.2% 14,466 $1.9M
Americana Partners, LLC 0.05% Add +6.4% 14,457 $1.9M
Legacy Capital Group California, Inc. 0.73% Reduce -0.5% 14,438 $1.9M
Powers Capital, LLC 0.90% No change 14,390 $1.9M
Henson-Edgewater Management, LLC 1.21% Reduce -0.1% 14,322 $1.9M
Optas, LLC 0.29% No change 14,318 $1.9M
Private Wealth Asset Management, LLC 0.20% Add +14.4% 14,316 $1.9M
Keating Financial Advisory Services, Inc. 0.31% Reduce -28.6% 14,292 $1.9M
Contravisory Investment Management, Inc. 0.39% Add +15.7% 14,279 $1.9M
Zhang Financial LLC 0.07% Reduce -5.4% 14,273 $1.9M
Medallion Wealth Advisors, LLC 0.62% Add +7.8% 14,246 $1.9M
Objective Capital Management, LLC 1.91% Add +0.6% 14,242 $1.9M
Independent Wealth Network Inc. 0.56% Add +4.2% 14,164 $1.9M
Kane Investment Management, Inc. 0.96% Reduce -1.4% 14,115 $1.9M
Fourpath Capital Management, LLC 0.27% Add +11.2% 14,100 $1.9M
Wilson & Boucher Capital Management, LLC 1.24% No change 14,086 $1.9M
Ritholtz Wealth Management 0.03% Reduce -0.4% 14,042 $1.9M
Neuberger Berman Group LLC 0.00% Reduce -4.3% 14,030 $1.9M
World Equity Group, Inc. 0.48% Reduce -15.6% 14,021 $1.9M
Daner Wealth Management, LLC 1.09% Reduce -0.6% 10,625 $1.9M
Stratos Investment Management, LLC 0.07% Add +11.4% 13,965 $1.9M
Maia Wealth LLC 0.31% Add +1.0% 13,934 $1.9M
Whalerock Point Partners, LLC 0.37% No change 13,900 $1.8M
Marathon Wealth Advisors LLC 0.76% Add +0.1% 13,879 $1.8M
Summit Place Financial Advisors, LLC 0.88% Reduce -0.7% 13,822 $1.8M
Argent Trust Co 0.06% Reduce -5.1% 13,819 $1.8M
Waterloo Capital, L.P. 0.13% Reduce -4.0% 13,790 $1.8M
Warner Group LLC 1.20% Reduce -0.1% 13,782 $1.8M
Certified Advisory Corp 0.16% Reduce -5.4% 13,781 $1.8M
Hills Bank & Trust Co 0.09% Add +1296.2% 13,753 $1.8M
Crewe Advisors LLC 0.16% Reduce -0.4% 13,737 $1.8M
Summit Wealth Partners, LLC 0.29% New 13,647 $1.8M
Turtle Creek Wealth Advisors, LLC 0.14% Reduce -80.9% 13,606 $1.8M
Box Hill Private Wealth LLC 1.78% Add +9.0% 13,576 $1.8M
Smartleaf Asset Management LLC 0.07% Add +0.7% 14,131 $1.8M
Golden State Wealth Management, LLC 0.20% Reduce -9.2% 13,526 $1.8M
Rhodes Investment Advisors Inc. 1.54% Reduce -3.4% 13,487 $1.8M
Freestone Capital Holdings, LLC 0.05% Reduce -9.0% 13,461 $1.8M
Bank of New Hampshire 0.41% Add +4.4% 13,450 $1.8M
Polymer Capital Management (HK) LTD 0.25% No change 13,400 $1.8M
Equitable Trust Co. 0.08% Reduce -6.1% 13,340 $1.8M
Sentinel Pension Advisors, LLC 0.26% Reduce -0.2% 13,327 $1.8M
Oxinas Partners, LLC 0.81% Reduce -5.7% 13,321 $1.8M
Legacy Edge Advisors, LLC 0.19% Add +26.0% 13,269 $1.8M
Arcadia Wealth Management, Inc. 0.95% Reduce -5.2% 13,141 $1.7M
Clark Capital Management Group, Inc. 0.01% Add +14.9% 13,082 $1.7M
DT Investment Partners, LLC 0.14% No change 13,020 $1.7M
GC Wealth Management RIA, LLC 0.07% Add +25.2% 13,015 $1.7M
Modera Wealth Management, LLC 0.02% Reduce -8.7% 12,930 $1.7M
Vista Investment Management 0.58% Reduce -1.6% 12,924 $1.7M
Fiduciary Alliance LLC 0.10% Reduce -5.1% 11,382 $1.7M
Laird Norton Wetherby Trust Company, LLC 0.04% Add +8.6% 12,870 $1.7M
Purkiss Capital Advisors LLC 0.75% Add +3.0% 12,849 $1.7M
Doliver Advisors, LP 0.39% No change 12,832 $1.7M
Forefront Wealth Partners, LLC 0.71% Reduce -16.0% 12,809 $1.7M
Jackson, Grant Investment Advisers, Inc. 0.57% Add +0.1% 12,805 $1.7M
Greenleaf Trust 0.02% No change 12,756 $1.7M
Hourglass Capital, LLC 0.35% Add +12.5% 12,644 $1.7M
Lebenthal Global Advisors, LLC 0.24% Reduce -2.6% 12,624 $1.7M
IAM Advisory, LLC 0.37% Reduce -1.2% 12,587 $1.7M
One Day In July LLC 0.13% Add +8.4% 12,577 $1.7M
SVB Wealth LLC 0.11% Reduce -23.9% 12,570 $1.7M
Founders Financial Alliance, LLC 0.30% Add +2.4% 12,491 $1.7M
Elwood & Goetz Wealth Advisory Group, LLC 0.28% Add +13.1% 12,457 $1.7M
Compagnie Lombard Odier SCmA 0.02% Add +56.5% 12,430 $1.7M
Ifrah Financial Services, Inc. 0.44% Add +7.1% 12,429 $1.7M
Beacon Bank & Trust 0.34% Reduce -0.4% 12,410 $1.6M
Bearing Point Capital, LLC 0.26% Add +26.9% 12,388 $1.6M
Davis R M Inc. 0.03% Add +0.2% 12,380 $1.6M
KDK Private Wealth Management, LLC 1.50% No change 12,352 $1.6M
W.G. Shaheen & Associates DBA Whitney & Co 0.14% Reduce -2.0% 12,340 $1.6M
Natixis 0.01% Add +1958.9% 12,271 $1.6M
Maltin Wealth Management, Inc. 0.62% Reduce -0.5% 12,213 $1.6M
Bulltick Wealth Management, LLC 0.36% Add +43.9% 12,189 $1.6M
Madden Advisory Services, Inc. 0.64% Reduce -0.8% 12,154 $1.6M
Gilliland Jeter Wealth Management LLC 0.48% No change 12,152 $1.6M
Heritage Oak Wealth Advisors LLC 0.51% Reduce -7.0% 12,086 $1.6M
Aventura Private Wealth, LLC 0.58% Reduce -3.0% 12,018 $1.6M
Armor Investment Advisors, LLC 0.57% Add +0.1% 11,989 $1.6M
National Philanthropic Trust 0.02% Reduce -51.1% 11,982 $1.6M
August Group Capital Ltd 1.84% Reduce -23.2% 11,945 $1.6M
Lionshead Wealth Management, LLC 1.17% No change 11,943 $1.6M
Premier Private Wealth Management LLC 1.67% Add +2.4% 11,900 $1.6M
Y.D. More Investments Ltd 0.06% No change 12,222 $1.6M
WESPAC Advisors, LLC 0.86% Reduce -51.0% 11,881 $1.6M
XTX Topco Ltd 0.03% New 11,846 $1.6M
Wealth Architects, LLC 0.14% Reduce -7.9% 11,804 $1.6M
Russell Investments Group, Ltd. 0.00% Reduce -0.0% 11,801 $1.6M
Advisors Capital Management, LLC 0.02% Add +19.5% 11,798 $1.6M
1015 Capital Partners, LLC 1.52% No change 11,790 $1.6M
Wealth Advisory Solutions, LLC 0.35% Reduce -0.3% 11,777 $1.6M
Hobart Private Capital, LLC 0.31% Reduce -9.7% 11,774 $1.6M
Finward Bancorp 1.25% Reduce -4.5% 11,749 $1.6M
Fulton Breakefield Broenniman LLC 0.10% Add +1.6% 11,736 $1.6M
Tyche Wealth Partners LLC 0.24% Add +0.3% 11,698 $1.6M
Atlas Private Wealth Advisors 0.37% Add +4.3% 11,678 $1.6M
KPP Advisory Services LLC 0.23% Add +1.1% 11,672 $1.6M
Boreal Capital Management LLC 1.50% Add +0.9% 11,665 $1.6M
Independence Bank of Kentucky 0.20% Add +16.2% 11,637 $1.5M
Peoples Bank 1.55% Reduce -3.1% 11,592 $1.5M
Gallagher Fiduciary Advisors, LLC 0.06% Add +30.8% 11,553 $1.5M
Vertex Planning Partners, LLC 0.30% Add +29.4% 11,546 $1.5M
QRG Capital Management, Inc. 0.02% Add +81.9% 11,542 $1.5M
Ruggiero Investments, Inc. 1.48% Reduce -2.2% 11,540 $1.5M
Tradition Wealth Management, LLC 0.11% Reduce -6.1% 11,493 $1.5M
Xcel Wealth Management, LLC 0.43% Add +9.8% 11,488 $1.5M
Pathway Financial Advisors LLC 0.19% No change 11,202 $1.5M
KLCM Advisors, Inc. 0.13% Reduce -0.9% 11,454 $1.5M
Sand Hill Global Advisors, LLC 0.05% Reduce -0.7% 11,423 $1.5M
626 Financial, LLC 0.68% Reduce -14.8% 11,415 $1.5M
Noesis Capital Mangement Corp. 0.22% Reduce -4.9% 11,351 $1.5M
Selective Wealth Management, Inc. 0.45% Reduce -15.4% 9,476 $1.5M
GenTrust, LLC 0.06% Reduce -30.8% 11,321 $1.5M
Hansen & Associates Financial Group, Inc. 0.81% Reduce -40.3% 11,045 $1.5M
United Community Bank 0.50% Reduce -2.8% 11,297 $1.5M
MN Wealth Advisors, LLC 0.73% Add +359.0% 11,278 $1.5M
Marco Investment Management LLC 0.11% Reduce -0.1% 11,272 $1.5M
Smithbridge Asset Management Inc. 0.22% New 11,218 $1.5M
SeaBridge Investment Advisors LLC 0.25% Reduce -22.8% 11,203 $1.5M
CHICAGO TRUST Co NA 0.24% No change 11,192 $1.5M
Aureus Asset Management, LLC 0.10% No change 11,178 $1.5M
Correct Capital Wealth Management 0.27% No change 11,049 $1.5M
Swmg, LLC 0.42% Add +0.2% 11,040 $1.5M
Bawa N Mallick Trust 0.60% Reduce -20.3% 11,023 $1.5M
Red Door Wealth Management, LLC 0.15% Reduce -5.7% 10,988 $1.5M
Element Pointe Advisors, LLC 0.28% Reduce -0.5% 10,986 $1.5M
LPWM LLC 0.37% Reduce -7.4% 10,964 $1.5M
Robinson Value Management, Ltd. 0.81% Reduce -7.2% 10,951 $1.5M
McAdam, LLC 0.07% Add +15.7% 10,948 $1.5M
Silvercrest Asset Management Group LLC 0.01% No change 10,936 $1.5M
ProVise Management Group, LLC 0.10% Reduce -6.6% 10,926 $1.5M
NTV Asset Management LLC 0.16% Reduce -9.2% 10,913 $1.5M
NCM Capital Management, LLC 0.52% No change 10,860 $1.4M
Total Clarity Wealth Management, Inc. 0.34% Add +0.4% 10,847 $1.4M
F/m Investments LLC 0.10% No change 10,833 $1.4M
New York Life Investment Management LLC 0.01% Add +191.6% 10,807 $1.4M
Horizon Family Wealth, Inc. 0.76% Reduce -0.1% 10,794 $1.4M
Sweeney & Michel, LLC 0.42% Add +0.1% 9,848 $1.4M
Garde Capital, Inc. 0.09% Reduce -12.4% 10,747 $1.4M
1900 Wealth Management LLC 0.09% Add +3.1% 10,729 $1.4M
Penobscot Wealth Management 0.42% Reduce -1.9% 10,718 $1.4M
M.E. Allison & Co., Inc. 0.94% No change 10,695 $1.4M
Nemes Rush Group LLC 0.14% Add +0.1% 10,695 $1.4M
Becker Capital Management Inc. 0.04% No change 10,678 $1.4M
Byrne Financial Freedom, LLC 0.67% Reduce -0.8% 10,594 $1.4M
Cookson Peirce & Co. Inc. 0.06% Add +4.3% 10,569 $1.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.47% Reduce -2.8% 8,700 $1.4M
White Lighthouse Investment Management Inc. 0.19% Reduce -20.8% 10,494 $1.4M
HBK Sorce Advisory LLC 0.03% Add +3.7% 7,937 $1.4M
Three Magnolias Financial Advisors, LLC 0.89% No change 10,482 $1.4M
Chemistry Wealth Management LLC 0.24% No change 10,431 $1.4M
Brooklyn Investment Group 0.04% Add +104.5% 10,431 $1.4M
Forvis Mazars Wealth Advisors, LLC 0.03% Add +2.2% 10,419 $1.4M
Global Wealth Management Investment Advisory, Inc. 0.22% Reduce -2.8% 10,404 $1.4M
Sagespring Wealth Partners, LLC 0.03% Reduce -11.2% 10,380 $1.4M
Fjell Capital, LLC 1.06% Add +25.4% 10,353 $1.4M
Annex Advisory Services, LLC 0.03% Reduce -3.6% 10,347 $1.4M
Cyndeo Wealth Partners, LLC 0.07% Reduce -1.5% 10,341 $1.4M
Harbor Investment Advisory, LLC 0.11% Reduce -6.1% 10,285 $1.4M
Capital Square, LLC 0.63% Add +2.2% 8,528 $1.4M
Quadrant Private Wealth Management, LLC 0.21% Add +0.2% 10,278 $1.4M
Vermillion Wealth Management, Inc. 0.54% Add +54.4% 10,204 $1.4M
Jackson Square Capital, LLC 0.28% Add +1.4% 10,183 $1.4M
Hilltop National Bank 0.32% Reduce -0.9% 10,154 $1.3M
YHB Investment Advisors, Inc. 0.10% Reduce -13.7% 10,125 $1.3M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -6.5% 10,122 $1.3M
Newman Dignan & Sheerar, Inc. 0.28% Add +0.0% 10,120 $1.3M
Summit Financial Consulting LLC 0.96% Add +11.0% 10,077 $1.3M
Highland Capital Management, LLC 0.07% Reduce -0.1% 10,048 $1.3M
MassMutual Private Wealth & Trust, FSB 0.04% Add +25.4% 10,028 $1.3M
Cabana LLC 10.42% Add +15.8% 9,992 $1.3M
Ackerman Asset Management, LLC 0.93% No change 9,992 $1.3M
Main Street Financial Solutions, LLC 0.10% Reduce -8.7% 9,981 $1.3M
Samalin Investment Counsel, LLC 0.47% Add +15.8% 9,951 $1.3M
UMB Bank, n.a. 0.02% Reduce -7.0% 9,909 $1.3M
Toronto Dominion Bank 0.00% Reduce -47.1% 9,880 $1.3M
Fairview Capital Investment Management, LLC 0.07% Add +289.0% 9,880 $1.3M
Signature Estate & Investment Advisors LLC 0.03% Add +5.7% 9,825 $1.3M
Ullmann Wealth Partners Group, LLC 0.14% Add +100.0% 9,802 $1.3M
Grantvest Financial Group LLC 0.84% Reduce -2.5% 9,783 $1.3M
Brown Brothers Harriman & Co. 0.01% Add +1.8% 9,767 $1.3M
Jacobi Capital Management LLC 0.07% Add +6.1% 9,759 $1.3M
Silverlake Wealth Management LLC 0.27% Reduce -8.2% 9,755 $1.3M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -6.8% 9,753 $1.3M
Essex Bank 0.29% Reduce -0.5% 9,750 $1.3M
Choate Investment Advisors 0.03% Add +3.3% 9,706 $1.3M
Howland Capital Management LLC 0.05% No change 9,667 $1.3M
Glen Eagle Advisors, LLC 0.18% Reduce -5.8% 9,667 $1.3M
Yarger Wealth Strategies, LLC 0.52% Add +0.1% 9,652 $1.3M
River Wealth Advisors LLC 0.15% Reduce -9.1% 9,609 $1.3M
VCI Wealth Management LLC 0.35% Add +48.4% 9,590 $1.3M
HCR Wealth Advisors 0.13% Add +0.0% 9,590 $1.3M
Vontobel Holding Ltd. 0.00% Reduce -55.1% 9,588 $1.3M
Investment Management Corp. /Va/ 1.09% Add +2.4% 9,532 $1.3M
Matthew Goff Investment Advisor, LLC 0.21% Add +20.9% 9,531 $1.3M
Badgley Phelps Wealth Managers, LLC 0.03% Reduce -3.8% 9,523 $1.3M
Polaris Investment Advisors, LLC 0.92% No change 9,521 $1.3M
Triangle Securities Wealth Management 0.29% Reduce -1.0% 9,490 $1.3M
Barings LLC 0.02% No change 9,482 $1.3M
AssuredPartners Investment Advisors, LLC 0.14% Add +24.0% 9,208 $1.3M
Naviter Wealth, LLC 0.16% No change 9,476 $1.3M
Brookwood Investment Group LLC 0.16% Reduce -10.1% 9,468 $1.3M
Fort Point Capital Partners LLC 0.16% Reduce -17.4% 9,437 $1.3M
Volterra Technologies LP 0.89% Add +65.5% 9,431 $1.3M
Vanguard National Trust Co 0.08% — 9,377 $1.2M
Sherry Group, Inc. 1.36% Reduce -8.1% 9,341 $1.2M
Nadler Financial Group, Inc. 0.12% Add +0.3% 9,297 $1.2M
Sunesis Advisors, LLC 0.56% No change 9,284 $1.2M
Beacon Bridge Wealth Partners, LLC 0.41% Add +35.0% 9,257 $1.2M
Whitener Capital Management, Inc. 0.28% Reduce -6.4% 9,233 $1.2M
American Institute for Advanced Investment Management, LLP 0.79% Reduce -2.8% 9,225 $1.2M
Westmount Partners, LLC 0.30% Reduce -0.4% 9,200 $1.2M
Raab & Moskowitz Asset Management LLC 0.27% Reduce -3.9% 9,182 $1.2M
Brandywine Oak Private Wealth LLC 0.10% Reduce -0.1% 9,163 $1.2M
Biltmore Family Office, LLC 0.17% Reduce -11.1% 9,143 $1.2M
Parisi Gray Wealth Management 0.29% Reduce -7.5% 9,117 $1.2M
V2 Financial group LLC 0.56% No change 9,100 $1.2M
New England Private Wealth Advisors LLC 0.14% Add +0.1% 9,078 $1.2M
Eagle Wealth Advisors LLC 1.11% Add +1.1% 9,035 $1.2M
Athena Investment Management 0.62% No change 9,020 $1.2M
Plante Moran Financial Advisors, LLC 0.08% Add +0.4% 8,975 $1.2M
Icon Wealth Advisors, LLC 0.08% Add +0.0% 7,488 $1.2M
Schmidt P J Investment Management Inc. 0.20% No change 8,962 $1.2M
Deutsche Bank AG 0.00% Add +2.8% 8,940 $1.2M
Fearless Solutions, LLC dba Best Invest 0.72% Add +5.1% 8,931 $1.2M
Almanack Investment Partners, LLC. 0.20% Reduce -14.4% 8,852 $1.2M
JM2 Capital Inc. 0.97% Add +6.7% 8,836 $1.2M
Financial & Tax Architects, LLC 0.26% Add +0.3% 8,834 $1.2M
Signature Wealth Management Partners, LLC 0.59% No change 8,816 $1.2M
Everett Harris & Co. 0.02% Reduce -3.7% 8,808 $1.2M
AmeriServ Wealth Advisors 0.75% Reduce -8.1% 8,800 $1.2M
McGuire Investment Group, LLC 0.13% Reduce -40.9% 8,775 $1.2M
Aprio Wealth Management, LLC 0.06% Reduce -2.1% 8,773 $1.2M
LVW Advisors, LLC 0.11% New 8,760 $1.2M
Goelzer Investment Management, Inc. 0.06% Add +96.9% 8,756 $1.2M
First Manhattan Co. Llc. 0.00% Add +6.4% 8,747 $1.2M
Solstein Capital, LLC 0.48% Reduce -7.2% 8,721 $1.2M
Kaydan Wealth Management, Inc. 0.39% Reduce -1.2% 8,702 $1.2M
Dynamic Wealth Strategies, LLC 0.67% Add +2896.6% 8,690 $1.2M
Flywheel Private Wealth LLC 0.66% No change 8,688 $1.2M
Frisch Financial Group, Inc. 0.24% Add +1.4% 8,687 $1.2M
Entelevest, LLC 1.19% Add +6.5% 8,680 $1.2M
Seelaus Asset Management LLC 0.84% Reduce -1.1% 8,670 $1.2M
Wagner Wealth Management, Corp 1.03% Add +47.6% 8,646 $1.1M
Coyle Financial Counsel LLC 0.24% No change 8,638 $1.1M
Hardy Reed LLC 0.08% No change 8,624 $1.1M
Ascent Group, LLC 0.04% Reduce -11.5% 8,618 $1.1M
Lowery Thomas, LLC 0.65% Add +3.3% 8,610 $1.1M
GAMMA Investing LLC 0.05% Add +0.5% 8,602 $1.1M
Broyhill Asset Management, LLC 1.12% No change 8,600 $1.1M
Peak Planning Group, LLC 0.32% Reduce -0.8% 8,585 $1.1M
Calamos Wealth Management LLC 0.04% Reduce -14.4% 8,576 $1.1M
Calamos Advisors LLC 0.01% New 8,576 $1.1M
FAS Wealth Partners, Inc. 0.07% Add +34.3% 8,509 $1.1M
Sather Financial Group Inc 0.07% Reduce -0.2% 8,468 $1.1M
PDS Planning, Inc 0.07% Add +0.0% 8,451 $1.1M
Brady Family Wealth, LLC 0.35% No change 8,442 $1.1M
ELCO Management Co., LLC 0.54% Add +0.3% 8,430 $1.1M
Pursuit Wealth Strategies, LLC 1.56% Add +2.3% 8,425 $1.1M
Signaturefd, LLC 0.02% Add +2.8% 8,423 $1.1M
Perryman Financial Advisory Inc. 0.17% Add +6.0% 8,422 $1.1M
Lavaca Capital LLC 0.21% No change 8,400 $1.1M
Next Capital Management LLC 0.34% Add +0.3% 8,377 $1.1M
Pension & Wealth Management Advisors, Inc. 0.33% Add +0.0% 8,333 $1.1M
Altus Wealth Group LLC 0.45% Reduce -32.2% 8,331 $1.1M
Pursue Wealth Partners LLC 0.66% No change 8,322 $1.1M
Beaumont Financial Advisors, LLC 0.08% Reduce -11.4% 8,312 $1.1M
MRWM Advisors, LLC 0.60% Reduce -6.3% 8,292 $1.1M
Wellington Management Group LLP 0.00% Add +6.6% 8,276 $1.1M
Ellis Investment Partners, LLC 0.19% Add +34.6% 8,209 $1.1M
Empire Financial Management Company, LLC 0.25% Reduce -0.3% 8,163 $1.1M
Welch & Forbes LLC 0.01% Add +5.2% 8,130 $1.1M
Beacon Financial Advisory LLC 0.24% Add +1.4% 8,104 $1.1M
Dana Investment Advisors, Inc. 0.03% Reduce -2.9% 8,083 $1.1M
Tanglewood Wealth Management, Inc. 0.09% Reduce -4.8% 8,063 $1.1M
Delta Investment Management, LLC 0.19% Add +0.9% 8,051 $1.1M
Interactive Financial Advisors, Inc. 0.70% Reduce -7.4% 8,002 $1.1M
Strategic Financial Concepts, LLC 0.26% New 7,988 $1.1M
Geometric Wealth Advisors 0.13% No change 7,976 $1.1M
Smith, Moore & Co. 0.08% Add +10.9% 7,966 $1.1M
Smith Salley Wealth Management 0.05% Add +9.0% 7,955 $1.1M
WP Advisors, LLC 0.27% Add +0.2% 7,940 $1.1M
First Wilshire Securities Management Inc. 0.24% No change 7,900 $1.0M
Eldridge Investment Advisors, Inc. 0.23% No change 7,897 $1.0M
Dopkins Wealth Management, LLC 0.42% No change 7,855 $1.0M
Colonial River Investments, LLC 0.37% Reduce -0.0% 7,855 $1.0M
Delta Capital Management LLC 0.58% No change 7,850 $1.0M
Beaton Management Co. Inc. 0.46% No change 7,830 $1.0M
Forza Wealth Management, LLC 0.36% No change 7,810 $1.0M
First National Bank of Mount Dora, Trust Investment Services 0.22% Reduce -21.4% 7,806 $1.0M
Autumn Glory Partners, LLC 0.38% Add +0.0% 7,762 $1.0M
Carret Asset Management, LLC 0.10% Add +11.1% 7,733 $1.0M
Benchmark Financial Wealth Advisors, LLC 0.28% Reduce -2.0% 7,726 $1.0M
Diversified Enterprises, LLC 0.06% Reduce -0.1% 7,691 $1.0M
Ballast Rock Private Wealth LLC 0.56% Add +24.3% 7,684 $1.0M
Kohmann Bosshard Financial Services, LLC 0.10% No change 7,618 $1.0M
CIBC Asset Management Inc 0.00% New 7,603 $1.0M
Financial Partners Group, Inc 0.12% Reduce -0.8% 7,600 $1.0M
Game Plan Financial Advisors, LLC 0.47% Reduce -6.6% 7,595 $1.0M
Aries Wealth Management 0.22% No change 7,590 $1.0M
Curi Capital, LLC 0.02% Reduce -12.1% 7,586 $1.0M
Coastline Complete Wealth LLC 0.62% Add +9.7% 7,572 $1.0M
AA Financial Advisors, LLC 0.14% Add +0.1% 7,546 $1.0M
Aspiriant, LLC 0.03% Reduce -19.0% 7,544 $1.0M
Sawgrass Asset Management LLC 0.15% No change 7,542 $1.0M
Nvwm, LLC 0.22% Reduce -31.7% 7,510 $998K
Sunflower Bank, N.A. 0.25% No change 7,504 $997K
17 Capital Partners, LLC 0.51% Add +13.5% 7,485 $995K
OpenArc Corporate Advisory, LLC 0.01% Add +66.6% 7,480 $994K
Disciplined Investments, LLC 0.36% No change 7,475 $993K
Summit Financial Wealth Advisors, LLC 0.14% Add +1.0% 7,457 $991K
BIP Wealth, LLC 0.04% Reduce -14.0% 7,446 $990K
FSB Premier Wealth Management, Inc. 0.31% Add +11.9% 7,429 $987K
Hill Island Financial LLC 0.24% Reduce -1.6% 7,425 $987K
Prostatis Group LLC 0.25% Reduce -9.9% 7,415 $985K
Lewis Asset Management, LLC 0.40% Reduce -3.8% 7,320 $973K
WJ Financial Advisors LLC 0.79% No change 7,316 $972K
Laurel Oak Wealth Management, LLC 0.16% Reduce -13.2% 7,308 $971K
OFS Enterprise LLC 0.29% — 7,304 $971K
Sapient Capital LLC 0.01% Reduce -13.2% 7,286 $968K
Saxony Capital Management, LLC 0.56% No change 7,280 $968K
Regent Peak Wealth Advisors LLC 0.20% Add +1.3% 7,277 $967K
Aviance Capital Partners, LLC 0.11% Add +3.9% 7,274 $967K
Liberty Square Wealth Partners LLC 0.27% Reduce -0.9% 7,256 $964K
Access Financial Services, Inc. 0.34% Reduce -56.3% 7,221 $960K
Fortis Advisors, LLC 0.48% Reduce -8.8% 7,199 $957K
First International Bank of Israel Ltd. 0.28% Add +2.3% 7,119 $946K
Cornell Pochily Investment Advisors, Inc. 0.28% Add +2.5% 7,102 $944K
Intrepid Financial Planning Group LLC 0.38% Reduce -1.4% 7,101 $944K
Warner Financial, Inc. 0.32% Add +4.6% 7,096 $943K
Elmwood Wealth Management, Inc. 0.26% Reduce -2.5% 7,088 $942K
First Community Trust NA 0.69% Reduce -3.6% 7,032 $935K
Rossmore Private Capital 0.08% Reduce -4.1% 7,032 $935K
Magnolia Capital Advisors LLC 0.18% Add +48.3% 7,004 $931K
D L Carlson Investment Group Inc. 0.16% Add +12.4% 6,999 $930K
Global Strategic Investment Solutions, LLC 0.09% Add +0.0% 6,988 $929K
Aspen Investment Management Inc 0.28% Add +0.6% 6,973 $927K
Alpha Zero LLC 0.47% Add +0.1% 6,970 $926K
1ST Source Bank 0.05% Add +37.3% 6,966 $926K
Tranquility Partners, LLC 0.35% Reduce -0.5% 6,957 $925K
Family Capital Management, Inc. 0.41% Reduce -11.1% 6,945 $923K
Councilmark Asset Management, LLC 0.53% No change 6,940 $922K
Forbes Financial Planning, Inc. 0.53% Reduce -51.0% 6,935 $922K
HUB Investment Partners, LLC 0.02% Add +38.2% 6,929 $921K
Everest Financial Group LLC 0.15% Add +200.7% 6,921 $920K
PMG Wealth Management, Inc. 0.66% Reduce -5.8% 6,909 $918K
Linscomb Wealth, Inc. 0.04% Add +105.3% 6,907 $918K
Fund Advisors of America Inc 0.93% Add +0.9% 6,895 $916K
Global Wealth Strategies & Associates 0.22% Reduce -4.3% 6,884 $915K
TRB Wealth Management, LLC 0.13% — 6,854 $911K
Blue Trust, Inc. 0.01% Reduce -14.2% 6,838 $909K
Princeton Global Asset Management LLC 0.15% Add +1.1% 6,831 $908K
MWA Asset Management 0.50% Reduce -6.3% 6,828 $908K
Winthrop Advisory Group LLC 0.07% Add +14.0% 6,823 $907K
TBH Global Asset Management, LLC 0.18% New 6,808 $905K
Pines Wealth Management, LLC 0.29% Reduce -7.1% 6,804 $904K
Axim Planning & Wealth 1.10% Reduce -0.6% 6,801 $904K
Hubbell Strickland Wealth Management, LLC 0.36% Add +0.1% 6,798 $903K
Oxford Financial Group, LTD. LLC 0.05% No change 6,794 $903K
Alpha Wealth Funds, LLC 0.64% Reduce -3.6% 6,783 $901K
Resolute Wealth Advisor, Inc. 0.51% — 6,783 $901K
Welch Group, LLC 0.03% Reduce -16.2% 6,770 $900K
Severin Investments, LLC 0.77% Reduce -7.2% 6,759 $898K
Evergreen Capital Management LLC 0.02% No change 6,754 $898K
Breakwater Capital Group 0.12% Add +0.0% 6,754 $898K
Pacific Wealth Strategies Group, Inc. 0.56% No change 6,738 $895K
Elevation Advisory Partners LLC 0.84% — 6,047 $895K
Investmark Advisory Group LLC 0.38% Add +0.1% 6,725 $894K
Endeavor Private Wealth, Inc. 0.26% Reduce -1.6% 6,726 $894K
PUREfi Wealth, LLC 0.59% No change 6,720 $893K
Mascagni Wealth Management, Inc. 0.64% Add +0.5% 6,712 $892K
HTG Investment Advisors, Inc. 0.25% No change 6,678 $888K
Amplius Wealth Advisors, LLC 0.07% No change 6,660 $885K
Kensington Investment Counsel, LLC 0.42% Add +68.0% 6,641 $883K
Wealth Group Ltd 0.20% Add +4.8% 6,611 $879K
Dale Q Rice Investment Management Ltd 0.66% Reduce -0.4% 6,591 $876K
Facet Wealth, Inc. 0.02% Add +7.5% 6,589 $876K
Bayban 0.76% Reduce -0.5% 6,588 $876K
Kintra Wealth, LLC 0.06% Add +141.8% 6,584 $875K
Personal Cfo Solutions, LLC 0.12% Add +11.6% 6,501 $864K
Midland Wealth Advisors, LLC 0.04% No change 6,484 $862K
Advisor OS, LLC 0.06% Reduce -66.8% 6,475 $861K
Journey Strategic Wealth LLC 0.02% Reduce -6.1% 6,468 $860K
Alley Investment Management Company, LLC 0.10% Reduce -25.7% 6,439 $856K
Obermeyer Wealth Partners 0.04% No change 6,408 $852K
Sound Income Strategies, LLC 0.04% Reduce -2.2% 6,305 $851K
Bluebird Wealth Management LLC 0.87% No change 6,400 $851K
Clear Harbor Asset Management, LLC 0.06% Reduce -0.4% 6,376 $847K
Pictet North America Advisors SA 0.08% No change 6,374 $847K
Bluespring Wealth Management, LLC 0.07% Reduce -5.1% 6,360 $845K
Sterling Investment Management, LLC 0.51% Reduce -0.6% 6,348 $844K
Two West Capital Advisors LLC 0.45% Reduce -6.8% 5,300 $843K
Ignite Planners, LLC 0.13% Add +5.5% 6,344 $843K
Accredited Investors Inc. 0.05% Add +10.6% 6,333 $842K
Boston Trust Walden Corp 0.01% Add +0.5% 6,332 $842K
Guardian Capital, LLC 0.80% Reduce -10.6% 6,326 $841K
HRC Wealth Management, LLC 0.40% Add +7.5% 6,302 $838K
Banque Pictet & Cie SA 0.01% No change 6,280 $835K
Astra Wealth Partners LLC 0.53% Reduce -30.0% 6,278 $834K
LaFleur & Godfrey LLC 0.10% Reduce -7.6% 6,255 $831K
Sovran Advisors, LLC 0.07% Reduce -1.6% 5,206 $830K
Lantern Wealth Advisors, LLC 0.42% No change 6,200 $824K
Rossby Financial, LCC 0.17% New 6,100 $823K
Empirical Asset Management, LLC 0.22% Reduce -4.3% 6,190 $823K
Financial Freedom, LLC 0.41% Add +0.1% 6,187 $822K
DSG Capital Advisors, LLC 0.13% No change 6,174 $821K
Activest Wealth Management 0.14% Add +30.2% 6,165 $819K
Liberty Wealth Management LLC 0.10% Add +8.0% 6,156 $818K
Harvey Capital Management Inc. 0.19% Reduce -0.3% 6,130 $815K
Private Client Services, LLC 0.24% Reduce -4.5% 6,126 $814K
Renaissance Technologies 0.00% Reduce -87.2% 6,120 $813K
Kessler Investment Group, LLC 0.38% New 6,102 $811K
American Trust 0.07% Reduce -35.1% 6,080 $808K
First Commonwealth Financial Corp 0.13% Add +0.5% 6,064 $806K
Acorn Financial Advisory Services Inc. 0.11% No change 6,064 $806K
Inscription Capital, LLC 0.08% Reduce -2.3% 6,041 $803K
Hazlett, Burt & Watson, Inc. 0.25% No change 6,018 $800K
Wellington Shields & Co., LLC 0.20% Reduce -3.2% 5,995 $797K
Sovereign Financial Group, Inc. 0.14% Add +2.9% 5,991 $796K
Hexagon Capital Partners LLC 0.12% New 5,979 $795K
Oxler Private Wealth LLC 0.25% Add +0.1% 5,969 $793K
Waystone Advisors LLC 0.71% Add +2.5% 5,963 $792K
Nvest Financial, LLC 0.29% Add +2.7% 5,957 $792K
Grove Bank & Trust 0.09% No change 5,950 $791K
Elevation Wealth Management LLC 0.72% Add +111.4% 5,911 $786K
Embree Financial Group 0.09% No change 5,869 $780K
Mason & Associates Inc 0.15% Add +1.2% 6,113 $779K
NorthCoast Asset Management LLC 0.02% Add +19.2% 5,850 $778K
Waddell & Associates, LLC 0.04% Add +3.2% 5,847 $777K
Greenline Wealth Management LLC 0.90% Add +36.3% 5,845 $777K
Quadrature Capital Ltd 0.01% New 5,838 $776K
Birch Hill Investment Advisors LLC 0.03% Add +37.8% 5,831 $775K
Truvestments Capital LLC 0.14% Add +0.1% 5,825 $774K
Arista Wealth Management, LLC 0.09% No change 5,814 $773K
PCG Wealth Advisors, LLC 0.20% Reduce -1.2% 5,809 $772K
Estate Planners Group, LLC 0.37% Add +13.8% 5,796 $770K
St Germain D J Co. Inc. 0.03% No change 5,794 $770K
High Net Worth Advisory Group LLC 0.18% Add +0.0% 5,748 $764K
First United Bank & Trust 0.25% Reduce -43.5% 5,720 $760K
Integrated Financial Solutions, Inc. 0.53% Add +12.3% 5,717 $760K
Strait & Sound Wealth Management LLC 0.29% Reduce -1.0% 5,714 $759K
North Capital, Inc. 0.64% No change 5,704 $758K
Baldwin Investment Management, LLC 0.09% No change 5,700 $758K
Kingsbury Capital Investment Advisors LLC 0.71% — 5,697 $757K
Farmers & Merchants Investments Inc. 0.02% No change 5,691 $756K
Clare Market Investments LLC 0.16% — 5,679 $755K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.31% Reduce -40.8% 5,626 $748K
Cullen Capital Management, LLC 0.01% Add +162.7% 5,606 $745K
Dorsey & Whitney Trust CO LLC 0.04% No change 5,600 $744K
SlateStone Wealth, LLC 0.06% Add +47.3% 5,599 $744K
Private Wealth Partners, LLC 0.06% Reduce -0.8% 5,586 $742K
Tableaux LLC 0.36% Add +3.8% 5,582 $742K
Diversify Advisory Services, LLC 0.11% Reduce -83.1% 4,659 $741K
Symphony Financial, Ltd. Co. 0.10% Add +9.7% 5,588 $740K
Richard W. Paul & Associates, LLC 0.25% Reduce -0.4% 5,565 $740K
Advance Capital Management, Inc. 0.03% Add +3.4% 5,560 $739K
Rebalance, LLC 0.04% Reduce -1.3% 5,555 $738K
Bernard Wealth Management Corp. 0.31% Add +2.8% 5,546 $737K
Genesis Private Wealth, LLC 0.23% Add +0.1% 5,545 $737K
Asset Management Group, Inc. 0.12% Add +0.1% 5,540 $736K
Roof Eidam Maycock Peralta, LLC 0.17% No change 5,520 $734K
Traynor Capital Management, Inc. 0.04% Add +31.7% 5,749 $733K
TAGStone Capital, Inc. 0.26% New 5,506 $732K
Penobscot Investment Management Company, Inc. 0.06% No change 5,505 $732K
Bramshill Investments, LLC 0.06% Reduce -73.2% 5,500 $731K
Mizuho Markets Americas LLC 0.02% New 5,500 $731K
Nautilus Advisors LLC 0.50% New 5,490 $730K
Financial Sense Advisors, Inc. 0.17% Reduce -72.8% 5,480 $728K
LWM Advisory Services, LLC 0.78% Reduce -69.9% 5,468 $727K
Manhattan West Asset Management, LLC 0.14% Add +14.7% 5,465 $726K
Alesco Advisors, LLC, An ESL Co 0.02% Reduce -5.2% 5,455 $725K
Goodman Advisory Group, LLC 0.19% Add +5.9% 5,452 $725K
McElhenny Sheffield Capital Management, LLC 0.18% Add +0.1% 5,444 $724K
Strategic Wealth Partners, Ltd. 0.05% Reduce -64.3% 5,440 $723K
Ackerman Capital Advisors, LLC 0.15% No change 5,438 $723K
Confluence Wealth Services, Inc. 0.03% Add +3.2% 5,425 $721K
Pasadena Private Wealth, LLC 0.10% Reduce -9.6% 5,420 $720K
MBL Wealth, LLC 0.05% Reduce -7.7% 5,418 $720K
Northbridge Financial Group, LLC 0.31% Reduce -6.2% 4,942 $720K
Texas Yale Capital Corp. 0.02% No change 5,400 $718K
Holderness Investments Co. 0.14% Add +18.9% 5,391 $717K
Camelot Technology Advisors, Inc. 0.53% Reduce -5.8% 5,388 $716K
Vectors Research Management, LLC 0.21% Add +1.1% 5,377 $715K
TCFG Wealth Management, LLC 0.27% Add +7.2% 5,358 $712K
TCFG Investment Advisors, LLC 0.27% — 5,358 $712K
Milestone Asset Management, LLC 0.13% Reduce -34.1% 5,357 $712K
Hanover Advisors Inc. 0.29% Reduce -9.4% 5,328 $708K
1607 Capital Partners, LLC 0.05% Reduce -35.3% 5,320 $707K
Portfolio Resources Advisor Group, Inc. 0.70% Add +0.5% 5,319 $707K
Ethos Financial Group, LLC 0.05% Reduce -81.0% 5,149 $706K
STAR Financial Bank 0.33% No change 5,287 $703K
Northeast Investment Management 0.03% No change 5,276 $701K
Diversified Trust Co. 0.01% No change 5,276 $701K
Global View Capital Management LLC 0.19% Reduce -73.7% 5,271 $701K
Mindset Wealth Management, LLC 0.19% Reduce -0.3% 5,256 $698K
Platform Technology Partners 0.13% Reduce -0.1% 5,255 $698K
FLC Capital Advisors 0.13% Reduce -6.7% 5,222 $694K
Investment Partners Asset Management, Inc. 0.43% No change 5,215 $693K
Gryphon Financial Partners LLC 0.07% Add +0.2% 5,210 $692K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -3.7% 5,206 $692K
Performance Wealth Partners, LLC 0.02% Add +5.8% 5,204 $692K
Total Wealth Planning & Management, Inc. 0.55% Reduce -34.9% 5,200 $691K
Burford Brothers, Inc. 0.28% Reduce -10.4% 5,185 $689K
Marex Group Ltd 0.01% New 5,184 $689K
Jackson Hole Capital Partners, LLC 0.11% No change 5,168 $687K
Lumbard & Kellner, LLC 0.24% No change 5,140 $683K
Klingman & Associates, LLC 0.03% Add +9.9% 5,138 $683K
Byrne Asset Management LLC 0.41% Reduce -2.4% 5,135 $682K
Insight Advisors, LLC/ PA 0.13% Add +5.4% 5,131 $682K
True Vision MN LLC 0.35% New 5,127 $681K
Comprehensive Financial Planning, Inc. 0.47% Reduce -14.8% 5,126 $681K
Diligent Investors, LLC 0.17% No change 5,110 $679K
Ellevest, Inc. 0.09% No change 5,108 $679K
Lynx Investment Advisory 0.32% Reduce -0.3% 5,098 $678K
Destination Wealth Management 0.02% Add +84.8% 5,093 $677K
Heritage Family Offices, LLP 0.30% Add +0.1% 5,073 $674K
Prosperity Bancshares Inc 0.54% No change 5,068 $674K
First Foundation Advisors 0.03% Reduce -3.2% 5,058 $672K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 4,708 $671K
Clark Asset Management, LLC 0.06% Add +11.2% 5,052 $671K
Cozad Asset Management Inc. 0.05% No change 5,052 $671K
Thoroughbred Financial Services, LLC 0.04% No change 5,052 $671K
Crescent Sterling, Ltd. 0.65% Add +27.9% 5,045 $670K
Members Wealth LLC 0.40% Add +33.5% 4,237 $670K
Parkside Financial Bank & Trust 0.05% No change 5,032 $669K
American Financial Advisors, LLC 0.09% Reduce -1.9% 5,021 $667K
John W. Brooker & Co., CPAs 1.05% New 5,018 $667K
JDM Financial Group LLC 0.26% Add +15.2% 5,014 $666K
Hanson & Doremus Investment Management 0.08% No change 5,012 $666K
Burling Wealth Partners, LLC 0.11% No change 5,006 $665K
Apriem Advisors 0.06% No change 5,006 $665K
Alpine Woods Capital Investors, LLC 0.16% Reduce -28.6% 5,000 $665K
LS Investment Advisors, LLC 0.10% No change 5,000 $665K
Woodstock Corp. 0.06% No change 5,000 $665K
Miramontes Capital, LLC 0.23% Add +0.0% 4,996 $664K
LaSalle St. Investment Advisors, LLC 0.09% Add +217.8% 4,971 $661K
Sykon Capital LLC 0.22% Reduce -96.8% 4,956 $659K
Balefire, LLC 0.12% Reduce -26.2% 4,956 $659K
Parkway Wealth Management Group, LLC 0.08% Reduce -13.1% 4,630 $658K
Townsend Asset Management Corp. /NC/ 0.24% Add +30.8% 4,945 $657K
Meridian Financial Advisors, LLC 0.36% Add +1.4% 4,931 $655K
Prospect Financial Services LLC 0.40% Reduce -4.1% 4,927 $655K
Allie Family Office LLC 0.29% Reduce -18.0% 4,572 $654K
WASHINGTON TRUST Co 0.02% Reduce -16.7% 4,918 $654K
Sandbox Financial Partners, LLC 0.18% Reduce -0.8% 4,916 $653K
Heritage Trust Co 0.07% No change 4,912 $653K
Root Financial Partners, LLC 0.03% Reduce -10.0% 4,902 $652K
Hantz Financial Services, Inc. 0.01% Reduce -0.6% 4,849 $644K
TrueWealth Advisors, LLC 0.16% Add +4.0% 4,834 $642K
OneAscent Family Office, LLC 0.45% Reduce -6.2% 4,818 $640K
Mayflower Financial Advisors, LLC 0.08% Reduce -1.6% 4,810 $639K
American State Bank (Iowa) 0.31% Reduce -8.1% 4,807 $639K
Bci Securities, Inc. 6.29% No change 4,804 $638K
Petros Family Wealth, LLC 0.45% Reduce -6.9% 4,795 $637K
MCF Advisors LLC 0.03% Add +216.0% 4,781 $635K
Welch Capital Partners LLC 0.14% No change 4,780 $635K
Physician Wealth Advisors, Inc. 0.09% Add +0.1% 4,768 $634K
Betterment LLC 0.00% Add +28.3% 4,760 $633K
Dagco, Inc. 0.14% Add +0.1% 4,751 $631K
Berman McAleer LLC 0.09% No change 4,749 $631K
Summit Asset Management, LLC 0.09% Add +161.1% 4,700 $625K
Rialto Wealth Management, LLC 0.14% Add +101.4% 4,687 $623K
Shufro Rose & Co. LLC 0.04% Reduce -1.7% 4,684 $623K
Armstrong Advisory Group, Inc. 0.04% Reduce -0.0% 4,678 $622K
Tolleson Wealth Management, Inc. 0.09% No change 4,668 $620K
DV Trading LLC 0.06% Reduce -72.2% 4,648 $618K
Elevated Capital Advisors, LLC 0.16% No change 4,636 $616K
Luminist Capital LLC 0.82% Reduce -55.8% 4,623 $614K
R.H. Investment Group, LLC 0.47% New 4,334 $614K
Pioneer Family Office, LLC 0.43% Add +18.9% 4,603 $612K
Burke & Herbert Bank & Trust Co. 0.17% Add +2.0% 4,600 $611K
Buska Wealth Management, LLC 0.25% Reduce -12.5% 4,597 $611K
WealthBridge Capital Management, LLC 0.14% No change 4,594 $611K
CPC Advisors, LLC 0.10% Add +72.8% 4,594 $611K
Taylor & Morgan Wealth Management, LLC 0.35% Reduce -8.7% 4,590 $610K
Dearborn Partners LLC 0.03% Add +0.2% 4,577 $608K
180 Wealth Advisors, LLC 0.07% Add +0.7% 4,570 $607K
Claro Advisors Inc. 0.07% Reduce -23.5% 4,566 $607K
Brick & Kyle, Associates 0.20% Reduce -15.7% 4,561 $606K
Haven Private, LLC 0.26% Reduce -13.6% 4,556 $605K
Avalon Trust Co 0.04% Reduce -36.6% 4,552 $605K
Artesa Financial Group, LLC 0.58% Add +1.9% 4,552 $605K
Intrust Bank NA 0.05% No change 4,552 $605K
McLaughlin Asset Management, Inc. 0.58% Reduce -8.5% 4,551 $605K
LBMC Investment Advisors, LLC 0.04% No change 4,548 $604K
Canal Capital Management, LLC 0.08% Add +7.1% 4,534 $603K
Traction Financial Partners, LLC 0.37% Reduce -1.8% 4,532 $602K
Black Maple Capital Management LP 0.46% No change 4,520 $601K
Larry Mathis Financial Planning, LLC 0.54% Reduce -57.1% 4,518 $600K
Mosaic Advisors LLC 0.90% New 3,743 $600K
Granite Bay Wealth Management, LLC 0.13% No change 4,500 $598K
Cape Investment Advisory, Inc. 0.20% Reduce -1.4% 4,498 $598K
Arwa LLC 0.29% Reduce -14.4% 4,188 $595K
Gray Private Wealth, LLC 0.30% No change 4,472 $594K
Mairs & Power Inc. 0.01% No change 4,470 $594K
Juncture Wealth Strategies, LLC 0.20% Reduce -16.6% 4,467 $594K
Bellecapital International Ltd. 0.11% No change 4,460 $593K
Dynasty Wealth Management, LLC 0.01% Reduce -55.0% 4,455 $592K
L & S Advisors Inc 0.07% Add +0.7% 4,442 $590K
Cottage Street Advisors LLC 0.26% Add +0.1% 4,436 $590K
HORAN Wealth, LLC 0.06% No change 4,145 $589K
Kendall Capital Management 0.12% Reduce -0.1% 4,432 $589K
Longview Financial Advisors LLC 0.32% No change 4,426 $588K
Quadrant Capital Group LLC 0.02% Add +52.9% 4,421 $588K
Global Assets Advisory, LLC 0.17% Reduce -69.9% 4,461 $587K
FCG Investment Co 0.26% — 4,411 $586K
Kuhn & Co Investment Counsel 0.38% Add +2.9% 4,411 $586K
Unique Wealth, LLC 0.08% Add +72.2% 4,408 $586K
Community Bank, N.A. 0.07% Add +0.3% 4,404 $585K
Charles Schwab Trust Co 0.04% Add +90.3% 4,401 $585K
Ascent Wealth Partners, LLC 0.07% Add +10.2% 4,392 $584K
Edgestream Partners, L.P. 0.02% Reduce -83.9% 4,388 $583K
MainStreet Investment Advisors LLC 0.09% Reduce -43.7% 4,378 $582K
Clearwater Capital Advisors, LLC 0.05% Reduce -1.7% 4,377 $582K
Vident Advisory, LLC 0.00% Reduce -30.6% 4,372 $581K
Ridgewood Investments LLC 0.24% — 4,359 $579K
Phillips Financial Management, LLC 0.04% Reduce -1.5% 4,358 $579K
First Nebraska Trust Co 0.05% No change 4,350 $578K
Cambient Family Office, LLC 0.08% Reduce -3.3% 4,342 $577K
Floyd Financial Group LLC 0.38% Reduce -5.0% 3,834 $576K
Addison Advisors LLC 0.13% No change 4,332 $576K
Paladin Advisory Group, LLC 0.44% No change 4,330 $575K
Trust Co. of Oklahoma 0.17% Add +8.0% 4,321 $574K
SOA Wealth Advisors, LLC. 0.11% Reduce -2.4% 4,320 $574K
Smith & Howard Wealth Management, LLC 0.12% No change 4,314 $573K
Spartan Planning & Wealth Management 0.42% Reduce -45.6% 4,299 $571K
Gradient Investments LLC 0.01% Add +63.4% 4,293 $571K
Avalon Capital Management 0.16% No change 4,288 $570K
Gateway Investment Advisers LLC 0.01% Reduce -4.9% 4,284 $569K
Farmers National Bank 0.12% Reduce -2.4% 4,239 $563K
Invesco Ltd. 0.00% Add +133.2% 4,234 $563K
Beacon Capital Management, LLC 0.10% Reduce -9.1% 4,225 $562K
First Command Advisory Services, Inc. 0.00% Reduce -6.9% 4,216 $560K
CRA Financial Services, LLC 0.07% No change 4,209 $559K
Magnolia Private Wealth, LLC 0.37% No change 4,190 $557K
Adkins Seale Capital Management LLC 0.55% No change 4,184 $556K
Global Financial Private Client, LLC 0.18% No change 4,184 $556K
Tidemark, LLC 0.14% Reduce -25.8% 4,180 $556K
Investment Management Trust, LLC 0.54% — 4,176 $555K
KG Capital Management 0.40% Reduce -74.4% 4,175 $555K
Rice Partnership, LLC 0.08% Add +20.2% 4,169 $554K
Centurion Wealth Management LLC 0.12% Reduce -4.6% 4,160 $553K
Wealthquest Corp 0.04% No change 4,154 $552K
Continuum Advisory, LLC 0.05% Add +9.7% 4,153 $552K
Oakwell Private Wealth Management, LLC 0.10% Add +1.5% 4,104 $545K
Strategic Investment Advisors / MI 0.04% Add +150.0% 4,103 $545K
Gambit Capital Management, LLC 0.39% Add +0.6% 4,101 $545K
Archer Investment Corp 0.12% No change 4,100 $545K
IPG Investment Advisors LLC 0.09% Add +0.0% 4,097 $544K
Quartz Partners, LLC 0.21% Reduce -58.8% 4,078 $542K
Leavell Investment Management, Inc. 0.02% Reduce -12.0% 4,061 $540K
Guyasuta Investment Advisors Inc. 0.03% Add +4.5% 4,054 $539K
Latitude Advisors, LLC 0.25% Reduce -3.3% 4,027 $535K
Darden Wealth Group Inc 0.27% Add +0.3% 4,014 $533K
Global Endowment Management, LP 0.06% Reduce -33.3% 4,000 $532K
Quantum Financial Advisors, LLC 0.06% New 4,000 $532K
Tradewinds Capital Management, LLC 0.11% Reduce -98.4% 3,996 $531K
PW Nova Financial Services LLC 0.14% New 3,987 $530K
Frazier Financial Advisors, LLC 0.29% No change 3,982 $529K
Congress Asset Management Co. 0.00% No change 3,960 $526K
LexAurum Advisors, LLC 0.07% — 3,951 $525K
Libra Wealth LLC 0.15% No change 3,950 $525K
Keystone Financial Services 0.15% No change 3,943 $524K
Waldron Private Wealth LLC 0.02% Add +0.0% 3,913 $520K
Stanich Group LLC 0.40% Reduce -1.9% 3,907 $519K
SouthState Bank Corp 0.02% Add +1.8% 3,906 $519K
Mine & Arao Wealth Creation & Management, LLC. 0.22% Reduce -0.1% 3,903 $519K
Innova Wealth Partners 0.25% Reduce -88.7% 3,900 $518K
Mirador Capital Partners LP 0.07% Add +0.0% 3,884 $516K
Clear Creek Financial Management, LLC 0.04% Add +5.5% 3,883 $516K
BCV Asset Management Inc. 0.02% New 3,878 $515K
Mainstream Capital Management LLC 0.35% No change 3,876 $515K
LongView Wealth Management 0.13% Add +42.1% 3,474 $514K
Fusion Capital, LLC 0.14% Reduce -6.8% 3,854 $512K
Freedom Investment Management, Inc. 0.15% Reduce -38.5% 3,853 $512K
Fiduciary Wealth Partners, LLC 0.33% New 3,845 $511K
Ironwood Investment Counsel, LLC 0.07% Add +21.3% 3,840 $510K
T. Rowe Price Associates Inc. 0.00% No change 3,824 $509K
Uptick Partners, LLC 0.10% Reduce -0.0% 3,819 $507K
Nicolet Bankshares Inc. 0.02% Add +9.6% 3,814 $507K
Gemmer Asset Management LLC 0.04% No change 3,812 $507K
Atlanta Consulting Group Advisors, LLC 0.11% Add +68.0% 3,809 $506K
Archer Investment Management, LLC 0.21% Reduce -53.0% 3,774 $502K
Comprehensive Financial Consultants Institutional, Inc. 0.15% Reduce -1.3% 3,756 $499K
Huntleigh Advisors, Inc. 0.09% Add +1.2% 3,750 $498K
Essex Financial Services, Inc. 0.03% Add +20.8% 3,750 $498K
Blue Fin Capital, Inc. 0.08% Reduce -40.7% 3,748 $498K
Headlands Technologies LLC 0.06% New 3,729 $496K
JGP Wealth Management, LLC 0.05% No change 3,720 $494K
Verity Asset Management, Inc. 0.21% New 3,706 $493K
BCS Wealth Management 0.10% Reduce -50.0% 3,703 $492K
Glass Jacobson Investment Advisors llc 0.17% Add +1.3% 3,702 $492K
Aerodigm Wealth, LLC 0.18% No change 3,692 $491K
Iron Gate Global Advisors LLC 0.05% Reduce -1.3% 3,686 $490K
My Personal CFO, LLC 0.21% Reduce -23.1% 3,684 $490K
McIlrath & Eck, LLC 0.04% No change 3,682 $489K
Canvas Wealth Advisors, LLC 0.08% Add +64.6% 3,673 $488K
Tortuga Wealth Management, Inc 0.46% Reduce -4.0% 3,663 $487K
Flagship Wealth Advisors, LLC 0.21% Reduce -63.7% 1,920 $486K
Chicago Wealth Management, Inc. 0.19% Reduce -95.1% 3,641 $484K
Private Capital Advisors, Inc. 0.06% No change 3,626 $482K
Creekside Partners 0.20% Add +0.1% 3,618 $481K
Trexquant Investment LP 0.00% Reduce -2.0% 3,616 $481K
Topsail Wealth Management, LLC 0.07% No change 3,612 $480K
Vicus Capital 0.04% Reduce -15.1% 3,605 $479K
Harbor Asset Planning, Inc. 0.40% Reduce -2.5% 3,604 $479K
WealthTrust Axiom LLC 0.12% No change 3,595 $478K
Lloyd Advisory Services, LLC. 0.14% New 3,592 $477K
Kingdom Financial Group LLC. 0.14% Add +4.7% 3,592 $477K
Romano Brothers and Company 0.05% No change 3,586 $477K
Wilmington Savings Fund Society, FSB 0.01% Reduce -28.7% 3,586 $477K
FSM Wealth Advisors, LLC 0.06% Reduce -20.3% 3,584 $476K
Purewater Capital LLC 0.46% — 3,580 $476K
Slagle Financial, LLC 0.16% Add +0.1% 3,577 $475K
Nicholas Hoffman & Company, LLC. 0.01% Add +3.1% 3,569 $474K
SageView Advisory Group, LLC 0.02% Reduce -19.1% 3,566 $474K
Meeder Advisory Services, Inc. 0.02% Add +9.4% 3,566 $474K
Tanglewood Legacy Advisors, LLC 0.17% No change 3,560 $473K
FORM Wealth Advisors, LLC 0.06% No change 3,560 $473K
Evernest Financial Advisors, LLC 0.10% Add +1.5% 2,945 $473K
HHM Wealth Advisors, LLC 0.05% Add +234.4% 3,558 $473K
Angeles Wealth Management, LLC 0.03% Reduce -12.3% 3,556 $473K
Triton Financial Group Inc 0.82% Add +135.7% 3,427 $472K
Lodestone Wealth Management LLC 0.19% Reduce -2.3% 3,540 $471K
Clarity Retirement & Wealth, LLC 0.38% Add +52.2% 3,538 $470K
Hall Capital Management Co. Inc. 0.17% Reduce -18.2% 2,945 $470K
Resolute Wealth Strategies, LLC 0.20% Reduce -64.3% 3,528 $469K
Home Federal Bank of Tennessee 0.12% No change 3,520 $468K
Capital Group Private Client Services, Inc. 0.01% Add +33.2% 3,508 $466K
Howard Financial Services, LTD. 0.05% No change 3,507 $466K
Marble Wealth, LLC 0.08% Add +0.1% 3,504 $466K
Vericrest Private Wealth 0.42% No change 3,498 $465K
BNC Wealth Management, LLC 0.13% Reduce -12.5% 3,496 $465K
Guidance Point Advisors, LLC 0.11% Reduce -1.4% 3,494 $464K
Standard Family Office LLC 0.48% No change 3,488 $464K
Roan Capital Partners 0.43% — 3,486 $463K
Summit Wealth Group LLC / Co. 0.05% Add +5.0% 3,486 $463K
Decker Wealth Management LLC 0.10% No change 3,470 $461K
Wilkins Miller Wealth Management, LLC 0.28% Reduce -1.7% 3,466 $461K
Financial Council, LLC 0.18% No change 3,466 $461K
Elevated Financial Group LLC 0.15% Add +16.3% 3,463 $460K
Pinnacle Bancorp, Inc. 0.14% No change 3,458 $460K
KFG Wealth Management, LLC 0.06% No change 3,453 $459K
Integrated Capital Management, LLC 0.19% Reduce -0.4% 3,446 $458K
Schneider Downs Wealth Management Advisors, LP 0.05% No change 3,444 $458K
North Star Asset Management Inc. 0.02% No change 3,444 $458K
Affiance Financial, LLC 0.07% Reduce -5.8% 3,441 $457K
Outlook Wealth Advisors, LLC 0.11% No change 3,434 $456K
WT Wealth Management 0.14% Reduce -7.9% 3,428 $456K
Retirement Solution LLC 0.11% Add +0.1% 3,422 $455K
Trask Adam Roland 0.43% — 3,413 $454K
Trinity Financial Advisors LLC 0.13% Add +0.0% 3,412 $453K
Samara Investment Management, LLC 0.47% — 3,403 $452K
Northwest Wealth Advisors, LLC 0.32% No change 3,400 $452K
MPWM Advisory Solutions, LLC 0.24% Add +40.4% 3,399 $452K
New Republic Capital, LLC 0.15% Reduce -23.7% 3,395 $451K
CDKV Holdings LLC 0.40% No change 3,394 $451K
Second Half Financial Partners, LLC 0.20% Add +70.2% 3,386 $450K
Nilsine Partners, LLC 0.04% No change 2,800 $450K
VSM Wealth Advisory, LLC 0.13% Add +3.1% 3,375 $449K
Beacon Financial Group 0.04% No change 3,375 $449K
Adamsbrown Wealth Consultants LLC 0.12% Reduce -1.3% 3,373 $448K
Well Done, LLC 0.07% Add +19.7% 3,372 $448K
Crescent Grove Advisors, LLC 0.04% Add +81.3% 3,367 $448K
Centric Wealth Management 0.09% Reduce -2.1% 2,750 $446K
Semitam Bonam LLC 0.36% No change 3,350 $445K
Cadence Wealth Management LLC 0.19% Add +3.7% 3,341 $444K
Hancock Whitney Corp. 0.01% Add +12.6% 2,781 $444K
Gsa Capital Partners LLP 0.03% Reduce -28.9% 3,323 $442K
Asset Allocation Strategies LLC 0.08% Reduce -1.5% 3,298 $438K
Alaethes Wealth, LLC 0.13% Reduce -12.1% 3,288 $437K
Procyon Advisors, LLC 0.02% Reduce -14.8% 3,288 $437K
TruWealth Advisors, LLC 0.02% Reduce -2.1% 3,283 $436K
LCNB Corp. 0.15% Reduce -8.4% 3,280 $436K
IMA Advisory Services, Inc. 0.04% No change 3,276 $435K
Viawealth, LLC 0.24% Reduce -4.0% 3,275 $435K
Pacific Park Financial, Inc. 0.28% Reduce -24.0% 3,257 $433K
Ruggaard & Associates LLC 0.17% No change 3,246 $431K
Valley Wealth Managers, Inc. 0.03% Reduce -24.5% 3,239 $430K
WealthTrust Asset Management, LLC 0.26% Add +9.2% 3,234 $430K
Paragon Capital Management LLC 0.21% Reduce -7.2% 3,226 $429K
NLB Skladi, upravljanje premozenja, d.o.o. 0.02% Reduce -89.0% 3,225 $429K
Mountain Capital Investment Advisors Inc. 0.06% Add +7.5% 2,666 $428K
Cathy Pareto & Associates, Inc. 0.29% Reduce -5.5% 3,201 $425K
Hoxton Planning & Management, LLC 0.13% Reduce -8.8% 3,182 $423K
Charter Oak Capital Management, LLC 0.03% Reduce -8.6% 3,180 $423K
Everhart Financial Group, Inc. 0.04% Reduce -0.5% 3,180 $423K
Douglass Winthrop Advisors, LLC 0.01% No change 3,172 $422K
Pathway Financial Advisers, LLC 0.12% Add +1.2% 3,157 $420K
VERITY Wealth Advisors 0.28% No change 3,150 $419K
Kathmere Capital Management, LLC 0.03% New 3,142 $418K
Cove Private Wealth, LLC 0.10% Add +28.7% 3,140 $417K
Florida Trust Wealth Management Co 0.01% No change 3,138 $417K
Southland Equity Partners LLC 0.08% Reduce -3.9% 3,131 $416K
Legacy Financial Independent Advisors LLC 0.22% — 3,130 $416K
RCS Financial Planning, LLC 0.22% Add +45.3% 3,130 $416K
Goldstone Financial Group, LLC 0.05% Reduce -6.7% 3,129 $416K
Stevens Capital Partners 0.10% Reduce -0.6% 3,123 $415K
Maimon Wealth Management LTD. 0.36% New 3,250 $414K
Williams & Novak, LLC 0.31% Add +3.9% 3,064 $413K
Focused Alpha, LLC 0.13% Add +0.1% 3,109 $413K
Measured Risk Portfolios, Inc. 0.45% Add +14.5% 3,107 $413K
Southeast Asset Advisors, LLC 0.05% No change 3,106 $413K
Lincoln Capital Corp. 0.15% No change 3,106 $413K
Chapin Davis, Inc. 0.09% Add +56.9% 3,101 $412K
Asset Planning Services Inc. /La/ 0.18% No change 3,100 $412K
Mitchell Sinkler & Starr 0.19% No change 3,100 $412K
Parthenon LLC 0.05% No change 3,100 $412K
Legacy Financial Group, Inc. 0.11% Reduce -2.2% 3,092 $411K
Avantra Family Wealth, Inc. 0.31% Reduce -14.5% 3,092 $411K
Richardson Financial Services Inc. 0.26% Reduce -49.0% 3,089 $411K
Fonville Wealth Management LLC 0.08% Reduce -1.1% 3,087 $410K
Register Financial Advisors LLC 0.15% Reduce -19.7% 3,086 $410K
Primoris Wealth Advisors, LLC 0.29% No change 3,082 $410K
Integrated Investment Consultants, LLC 0.09% Reduce -3.1% 3,078 $409K
Connecticut Wealth Management, LLC 0.02% New 3,076 $409K
Carl P. Sherr & Co., LLC 0.19% No change 3,072 $408K
Geneva Partners, LLC 0.20% Reduce -6.2% 3,064 $407K
JT Stratford LLC 0.05% Add +0.1% 3,058 $406K
Harmony Asset Management LLC 0.12% Reduce -11.9% 3,044 $405K
Commerce Advisors, LLC 0.34% — 3,043 $404K
Accel Wealth Management 0.11% Add +3.1% 3,040 $404K
Opulen Financial Group LLC 0.28% Add +1.8% 3,034 $403K
Novak & Powell Financial Services, Inc. 0.22% Add +42.6% 3,031 $403K
RTD Financial Advisors, Inc. 0.05% Reduce -1.1% 3,003 $399K
Meramec Financial Planners, LLC 0.16% Add +0.2% 2,580 $399K
Chatham Capital Group, Inc. 0.06% No change 3,000 $399K
Green Ridge Wealth Planning LLC 0.21% Add +3.6% 2,999 $399K
Clark Wealth Partners 0.27% Add +0.1% 2,993 $398K
Old North State Trust, LLC 0.24% Reduce -5.9% 2,984 $397K
Flow Traders U.S. LLC 0.01% Reduce -90.9% 2,990 $397K
Octavia Wealth Advisors, LLC 0.04% Reduce -1.5% 2,980 $396K
Wealth Quarterback LLC 0.15% Add +0.0% 2,961 $394K
Smith Chas P & Associates Pa Cpas 0.02% No change 2,952 $392K
Argos Wealth Advisors, LLC 0.11% No change 2,950 $392K
ALM First Financial Advisors, LLC 0.07% No change 3,613 $392K
City National Bank of Florida 0.23% No change 2,944 $391K
Coordinated Financial Services, Inc. 0.23% Reduce -5.4% 2,933 $390K
Cornerstone Financial Group, LLC 0.25% Reduce -4.5% 2,385 $386K
Tufton Capital Management 0.07% No change 2,906 $386K
Firethorn Wealth Partners, LLC 0.14% Add +28.6% 2,903 $386K
Churchill Financial Advisors, LLC 0.08% No change 2,896 $385K
SJS Investment Consulting Inc. 0.05% Add +0.2% 2,896 $385K
Tennessee Valley Asset Management Partners 0.05% Add +18.9% 2,895 $385K
Arta Finance Wealth Management LLC 0.19% Add +10.4% 2,886 $384K
Paulson Wealth Management Inc. 0.09% No change 2,884 $383K
Second Line Capital, LLC 0.07% Reduce -3.5% 2,398 $383K
CVFG LLC 0.05% Add +53.9% 2,874 $382K
Shared Vision Wealth Group LLC 0.16% No change 2,863 $380K
Chatterton & Associates Inc. 0.27% Add +54.8% 2,678 $380K
Fortress Private Ledger, LLC 0.12% Add +1.4% 2,860 $380K
Greenwich Wealth Management LLC 0.02% Add +0.0% 2,861 $380K
Lauer Wealth, LLC 0.30% Reduce -4.0% 2,677 $379K
Omnitrust Wealth Management, Inc 0.49% Reduce -7.2% 2,853 $379K
Trust Point Inc. 0.03% Reduce -5.1% 2,852 $379K
Davidson Kahn Capital Management, LLC 0.20% Add +1.8% 2,848 $378K
Strathmore Capital Advisors, Inc. 0.11% Reduce -1.7% 2,350 $377K
Rockwood Wealth Management, LLC 0.03% Add +11.2% 2,820 $375K
Innovative Asset Advisors Group, LLC 0.22% — 2,820 $375K
Lake Street Private Wealth, LLC 0.05% New 2,812 $374K
Pacific Center for Financial Services 0.09% Add +100.0% 2,810 $373K
StrongBox Wealth, LLC 0.12% Reduce -0.3% 2,807 $373K
Main Street Research LLC 0.02% New 2,800 $372K
Equita Financial Network, Inc. 0.12% No change 2,790 $371K
Lane Brothers & Co. Inc. 0.27% Reduce -3.6% 2,789 $371K
Castle Rock Wealth Management, LLC 0.08% Add +5.6% 2,725 $371K
Optivise Advisory Services LLC 0.22% No change 2,787 $370K
Carson Advisory Inc. 0.19% Add +19.4% 2,775 $369K
Oath Planning, LLC 0.33% Add +0.0% 2,771 $368K
Smith Thornton Advisors LLC 0.19% No change 2,770 $368K
Synergy Investment Management, LLC 0.12% Add +1.6% 2,767 $368K
HMS Capital Management, LLC 0.14% No change 2,760 $367K
Hengehold Capital Management LLC 0.03% Add +0.5% 2,759 $367K
Capital Management Associates, Inc 0.08% Reduce -21.5% 2,738 $364K
Tulsa Wealth Advisors, INC 0.06% New 2,731 $363K
Caldwell Sutter Capital, Inc. 0.15% No change 2,730 $363K
Future Financial Wealth Managment LLC 0.23% Reduce -86.1% 2,413 $363K
Kelsey Financial, LLC 0.32% Add +7.9% 2,728 $363K
MBE Wealth Management, LLC 0.15% Add +17.3% 2,712 $360K
McMorgan & Co. LLC 0.06% Add +71.4% 2,699 $359K
FRG Family Wealth Advisors LLC 0.06% No change 2,698 $359K
Commonwealth Financial Services, LLC 0.06% Add +1.4% 2,692 $358K
Waterfront Wealth Inc. 0.07% No change 2,683 $357K
Missouri Trust & Investment Co 0.10% Reduce -13.6% 2,678 $356K
Stonebridge Financial Group, LLC 0.03% Add +70.8% 2,663 $354K
Summit Wealth & Retirement Planning, Inc. 0.08% Add +17.7% 2,660 $354K
Kellett Wealth Advisors, LLC 0.19% Add +0.0% 2,659 $353K
Valley National Advisers Inc. 0.05% No change 2,650 $352K
Thompson Investment Management, Inc. 0.05% No change 2,646 $352K
Brown Miller Wealth Management, LLC 0.10% No change 2,644 $351K
Rodgers & Associates, LTD 0.04% No change 2,635 $350K
Rolek Wealth Management LLC 0.25% Add +0.1% 2,632 $350K
Werba Rubin Papier Wealth Management 0.05% Add +43.8% 2,628 $349K
Collaborative Wealth Managment Inc. 0.16% Reduce -28.4% 2,623 $349K
Range Advisory, LLC 0.06% Add +67.5% 2,615 $348K
D'Orazio & Associates, Inc. 0.04% Reduce -10.0% 2,613 $347K
Clearstead Trust, LLC 0.06% No change 2,610 $347K
Atlantic Edge Private Wealth Management, LLC 0.09% No change 2,606 $346K
Crux Wealth Advisors 0.13% Reduce -31.2% 2,605 $346K
Shrier Wealth Management, LLC 0.13% Reduce -1.5% 2,602 $346K
Widmann Financial Services, Inc. 0.21% No change 2,600 $346K
Vestia Personal Wealth Advisors 0.16% No change 2,600 $346K
Bank of Stockton 0.11% Reduce -16.1% 2,600 $346K
King Wealth Management Group 0.04% Reduce -0.6% 2,598 $345K
Straight Path Wealth Management 0.09% Add +0.1% 2,592 $345K
Sterling Investment Counsel, LLC 0.10% Add +86.2% 2,592 $344K
Braun-Bostich & Associates Inc. 0.22% Reduce -0.5% 2,588 $344K
NorthCrest Asset Manangement, LLC 0.01% Reduce -35.4% 2,526 $344K
Henrickson Nauta Wealth Advisors, Inc. 0.10% Reduce -5.1% 2,580 $343K
First American Bank 0.02% Reduce -9.4% 2,582 $343K
Capital City Trust Co. 0.08% Add +3.0% 2,578 $343K
Ridgecrest Wealth Partners, LLC 0.19% No change 2,570 $342K
Franklin Street Advisors Inc. 0.02% Reduce -10.5% 2,566 $341K
Bell Investment Advisors, Inc 0.05% No change 2,558 $340K
Baker Boyer National Bank 0.10% No change 2,556 $340K
Investment Planning Advisors, Inc. 0.09% Add +16.0% 2,545 $338K
Triad Wealth Partners, LLC 0.03% Reduce -10.8% 2,541 $338K
Clarus Group, Inc. 0.12% Reduce -18.8% 2,523 $335K
Tandem Financial, LLC 0.11% New 2,522 $335K
Banque Cantonale Vaudoise 0.01% No change 2,520 $335K
Intelligence Driven Advisers, LLC 0.06% No change 2,520 $335K
Peterson Wealth Management 0.19% Add +13.2% 2,517 $334K
Faithward Advisors, LLC 0.05% Reduce -0.2% 2,513 $334K
Bullock Wealth Management Group 0.17% Add +1.1% 2,466 $333K
Farrell Financial LLC 0.20% Add +0.1% 2,494 $332K
EFG International AG 0.01% No change 2,492 $331K
Hendershot Investments Inc. 0.04% No change 2,484 $330K
Patriot Investment Management Group, Inc. 0.02% No change 2,484 $330K
MUFG Securities EMEA plc 0.00% New 2,482 $330K
Norden Group LLC 0.03% Add +2.4% 2,480 $330K
Squire Investment Management Company, LLC 0.09% Add +0.1% 2,477 $329K
Aldebaran Financial Inc. 0.31% Add +1.6% 2,471 $328K
Plancorp, LLC 0.01% Add +7.9% 2,300 $328K
Hurlow Wealth Management Group, Inc. 0.08% No change 2,466 $328K
5T Wealth, LLC 0.13% New 2,455 $326K
Thompson Davis & Co., Inc. 0.22% Reduce -7.5% 2,450 $326K
KRM Wealth Management L.L.C. 0.17% Add +0.1% 2,443 $325K
Trail Ridge Investment Advisors, LLC 0.14% Reduce -19.8% 2,442 $325K
Eagle Rock Investment Company, LLC 0.05% Add +17.5% 2,440 $324K
Means Investment Co., Inc. 0.03% Reduce -6.8% 2,438 $324K
Marietta Investment Partners LLC 0.06% No change 2,434 $323K
Cpwa, LLC 0.39% — 1,818 $323K
Fox Hill Wealth Management 0.16% Add +3.7% 2,433 $323K
Burns Matteson Capital Management, LLC 0.13% No change 2,429 $323K
Aspire Private Capital, LLC 0.07% Reduce -6.5% 2,423 $322K
Tudor Investment Corporation 0.00% New 2,421 $322K
Sei Investments Co. 0.00% Add +59.8% 2,419 $321K
Tortoise Investment Management, LLC 0.03% Reduce -7.8% 2,417 $321K
TFC Financial Management, Inc. 0.04% Add +0.0% 2,416 $321K
Central Valley Advisors, LLC 0.09% No change 2,410 $320K
Joel Adams & Associates, Inc. 0.24% Reduce -3.0% 2,402 $319K
Ark Wealth Advisors LLC 0.32% Reduce -46.5% 2,396 $318K
Axiom Investment Management LLC 0.24% — 2,393 $318K
Lee Danner & Bass Inc. 0.02% No change 2,385 $317K
Palogic Value Management, L.P. 0.14% No change 2,380 $316K
Wilkerson Advisory Group LLC 0.11% No change 2,380 $316K
Capital Advisors Wealth Management, LLC 0.04% Add +1.2% 2,370 $315K
Crane Advisory, LLC 0.05% Add +0.1% 2,069 $314K
Fischer Investment Strategies, LLC 0.18% Reduce -1.1% 2,361 $314K
Chesley Taft & Associates LLC 0.01% Reduce -5.1% 2,360 $314K
Opal Wealth Advisors, LLC 0.07% Reduce -0.8% 2,352 $313K
Blodgett Wealth Advisors, LLC 0.25% No change 2,350 $312K
Sterling Group Wealth Management, LLC 0.15% Add +3.9% 2,344 $312K
Provident Wealth Management, LLC 0.09% No change 2,342 $311K
Graves Light Lenhart Wealth, Inc. 0.03% No change 2,342 $311K
Colonial Trust Advisors 0.02% Reduce -4.1% 2,341 $311K
Rosenberg Matthew Hamilton 0.06% No change 2,334 $310K
First Hawaiian Bank 0.04% No change 2,330 $310K
Beacon Investment Advisory Services, Inc. 0.01% Add +0.1% 2,330 $310K
Balentine LLC 0.01% Add +28.1% 2,328 $309K
Vista Capital Partners, Inc. 0.03% Reduce -27.4% 2,327 $309K
Triumph Capital Management 0.06% Add +4.0% 2,320 $308K
Plan A Wealth LLC 0.15% No change 2,318 $308K
Focused Wealth Management, Inc 0.03% Reduce -8.0% 2,316 $308K
Matrix Asset Advisors Inc. 0.03% No change 2,316 $308K
Dash Acquisitions Inc. 0.06% Reduce -3.4% 1,990 $308K
Grove Street Fiduciary, LLC 0.14% No change 2,314 $308K
LJI Wealth Management, LLC 0.05% No change 2,314 $308K
Private Management Group Inc. 0.01% No change 2,312 $307K
Vestor Capital, LLC 0.02% Add +53.9% 2,308 $307K
S Harris Financial Group, LLC 0.28% Reduce -3.9% 2,304 $306K
Ogorek Anthony Joseph /NY/ 0.08% Add +0.0% 2,307 $306K
Altfest L J & Co. Inc. 0.03% Reduce -0.3% 2,290 $304K
Lazari Capital Management, Inc. 0.11% Reduce -0.1% 2,290 $304K
Cypress Asset Management Inc. 0.07% Reduce -44.0% 2,288 $304K
Crusonia Wealth Advisors LLC 0.06% Add +0.1% 2,284 $304K
Wealth Dimensions Group, Ltd. 0.06% No change 2,284 $304K
Marshall Financial Group, LLC 0.05% No change 2,284 $304K
Broadleaf Partners, LLC 0.07% No change 2,280 $303K
Willner & Heller, LLC 0.23% Add +0.1% 2,278 $303K
Teamwork Financial Advisors, LLC 0.03% Add +61.7% 2,275 $302K
Walkner Condon Financial Advisors LLC 0.04% No change 2,274 $302K
OLIO Financial Planning 0.08% No change 2,272 $302K
Long Island Wealth Management, Inc. 0.14% Add +3.8% 2,264 $301K
Garden State Investment Advisory Services LLC 0.07% Reduce -21.9% 2,260 $301K
Van Hulzen Asset Management, LLC 0.02% Add +5.0% 2,247 $299K
Signature Equity Partners, LLC 0.16% Add +6.1% 2,246 $299K
Impact Investors, Inc 0.21% No change 2,246 $298K
Legacy Financial Strategies, LLC 0.05% Reduce -2.1% 2,242 $298K
Burney Co./ 0.01% Reduce -49.5% 2,232 $297K
Pearl Planning LLC 0.16% No change 2,232 $297K
Atlas Brown,Inc. 0.09% Add +2.5% 2,221 $295K
Able Wealth Management LLC 0.08% Reduce -0.3% 2,218 $295K
Transcendent Capital Group LLC 0.13% Reduce -0.4% 2,200 $292K
KTF Investments, LLC 0.05% No change 2,200 $292K
Merkkuri Wealth Advisors LLC 0.19% Add +0.1% 2,195 $292K
CVA Family Office, LLC 0.03% No change 2,194 $292K
PCM Encore, LLC 0.06% Reduce -13.1% 2,192 $291K
Center For Asset Management LLC 0.14% Reduce -5.0% 2,189 $291K
Horrell Capital Management, Inc. 0.13% Reduce -6.4% 2,188 $291K
Stableford Capital II LLC 0.11% Reduce -5.5% 2,188 $291K
Wick Capital Partners, LLC 0.05% New 2,184 $290K
Cypress Wealth Services, LLC 0.04% Add +14.1% 2,171 $288K
WealthPLAN Partners, LLC 0.06% Reduce -58.0% 2,168 $288K
Alchemi Wealth, LLC 0.16% No change 2,166 $288K
WoodTrust Financial Corp 0.04% No change 2,156 $287K
Alerus Financial NA 0.01% Reduce -0.9% 2,156 $287K
International Private Wealth Advisors LLC 0.18% Reduce -10.8% 2,155 $286K
Sightline Wealth Advisors, LLC 0.12% Add +11.6% 2,151 $286K
BKM Wealth Management, LLC 0.10% Add +4.8% 2,148 $285K
Jacksonville Wealth Management, LLC 0.19% No change 2,144 $285K
Peoples Financial Services Corp. 0.13% Reduce -7.0% 2,136 $284K
Midwest Financial Group LLC 0.12% Add +9.0% 2,131 $283K
Advisory Resource Group 0.05% Add +0.6% 2,130 $283K
COFG Advisors, LLC 0.07% Add +0.1% 2,128 $283K
Bradley & Co. Private Wealth Management, LLC 0.15% No change 2,126 $283K
Clear Retirement Advice LLC 0.22% No change 2,125 $282K
Payne Capital Management, LLC 0.09% Reduce -13.5% 2,122 $282K
Murphy & Mullick Capital Management Corp 0.21% Add +22.0% 2,121 $282K
Flagship Private Wealth, LLC 0.11% Reduce -1.6% 2,120 $282K
49 Wealth Management, LLC 0.02% Reduce -0.2% 2,114 $281K
Blackston Financial Advisory Group, LLC 0.18% Reduce -14.4% 2,108 $280K
Indiana Trust & Investment Management Co 0.09% Add +2.9% 2,103 $279K
Inspire Advisors, LLC 0.02% New 2,095 $278K
MBA Advisors LLC 0.11% New 2,094 $278K
Compass Financial Services Inc 0.12% Add +0.1% 2,089 $278K
Cooper Financial Group 0.03% Reduce -8.5% 2,083 $277K
ProCore Advisors, LLC 0.42% Reduce -3.4% 2,079 $276K
Trustees of Dartmouth College 0.11% No change 2,070 $275K
MSH Capital Advisors LLC 0.06% Reduce -3.1% 2,062 $274K
HMV Wealth Advisors, LLC 0.13% No change 2,062 $274K
Lakeridge Wealth Management LLC 0.12% Add +0.1% 2,061 $274K
TrustBank 0.11% Add +7.3% 2,060 $274K
Total Investment Management Inc. 0.03% No change 2,060 $274K
Stone Summit Wealth LLC 0.08% Reduce -9.7% 2,055 $273K
CBIZ Investment Advisory Services, LLC 0.01% Reduce -29.5% 2,052 $273K
Centerline Wealth Advisors, LLC 0.10% No change 2,050 $272K
Marin Bay Wealth Advisors, LLC 0.16% Add +10.3% 2,047 $272K
Spinnaker Investment Group, LLC 0.06% Reduce -2.9% 2,042 $271K
Blankinship & Foster, LLC 0.06% No change 2,038 $271K
Affinity Wealth Management LLC 0.04% Add +0.6% 2,036 $271K
Braun Stacey Associates Inc. 0.01% Reduce -44.5% 2,034 $270K
Peak Asset Management, LLC 0.05% No change 2,032 $270K
Michels Family Financial, LLC 0.19% Add +6.5% 2,031 $270K
Steigerwald, Gordon & Koch Inc. 0.03% No change 2,030 $270K
truNorth Financial Services, Inc. 0.28% Add +11.2% 2,029 $270K
Harbor Group, Inc. 0.04% Add +0.1% 2,029 $270K
Atlantic Private Wealth, LLC 0.18% No change 2,025 $269K
Allegheny Financial Group 0.04% Add +0.6% 2,022 $269K
Weaver Consulting Group 0.06% Reduce -1.6% 2,022 $269K
Appalachian Capital Management Ltd 0.21% Add +0.1% 2,021 $269K
GatePass Capital, LLC 0.13% No change 2,020 $268K
Abacus Wealth Partners, LLC 0.02% New 2,017 $268K
Aspen Grove Capital, LLC 0.05% Reduce -36.3% 2,015 $268K
SRH Advisors, LLC 0.08% No change 2,014 $268K
BXM Wealth LLC 0.20% Reduce -8.9% 2,003 $266K
First Growth Capital LLC 0.24% Add +6.6% 1,972 $266K
Gruss & Co., LLC 0.62% No change 2,000 $266K
Security National Bank of Sioux City Iowa 0.16% No change 2,000 $266K
Ledgewood Wealth Advisors, LLC 0.15% No change 2,000 $266K
Aljian Capital Management, LLC 0.05% New 2,000 $266K
Veltria Advisors Corp. 0.88% Reduce -7.9% 1,603 $266K
S&A Financial Services, Inc. 0.18% — 1,997 $265K
Valicenti Advisory Services Inc. 0.06% Reduce -17.7% 1,994 $265K
Kiley Juergens Wealth Management, LLC 0.05% New 1,994 $265K
Signet Private Wealth LLC 0.25% Add +2.0% 1,993 $265K
Beirne Wealth Consulting Services, LLC 0.07% No change 1,992 $265K
Farmers Trust Co. 0.04% New 1,989 $264K
Managed Asset Portfolios, LLC 0.03% Reduce -33.3% 1,988 $264K
Paragon Private Wealth Management, LLC 0.08% Reduce -12.9% 1,978 $263K
Christine Messmer PC 0.17% Add +0.1% 1,976 $263K
SK Wealth Management, LLC 0.07% Reduce -10.3% 1,918 $262K
Fortis Capital Management LLC 0.04% Add +1.0% 1,970 $262K
Per Stirling Capital Management, LLC. 0.03% Reduce -0.5% 1,969 $262K
Winch Advisory Services, LLC 0.06% Add +0.1% 1,963 $261K
Copia Wealth Management 0.18% Reduce -32.5% 1,951 $259K
McDonald Partners LLC 0.06% New 1,948 $259K
Wisconsin Wealth Advisors, LLC 0.25% Add +1.5% 1,946 $259K
Parcion Private Wealth LLC 0.02% Add +1.3% 1,933 $257K
Capital Advantage, Inc. 0.03% No change 1,921 $255K
Riverpoint Wealth Management Holdings, LLC 0.05% Add +0.1% 1,915 $255K
Pinnacle Wealth Management, LLC 0.17% No change 1,914 $254K
DF Dent & Co. Inc. 0.00% No change 1,912 $254K
Clean Yield Group 0.07% No change 1,904 $253K
Resources Management Corp. /CT/ 0.03% Add +0.2% 1,904 $253K
Uhlmann Price Securities, LLC 0.02% No change 1,903 $253K
CAP Partners, LLC 0.14% No change 1,900 $253K
Roberts Glore & Co. Inc. 0.07% No change 1,900 $253K
Coastwise Capital Group, LLC 0.14% Reduce -17.5% 1,898 $252K
Naples Global Advisors, LLC 0.02% Add +10.0% 1,897 $252K
A. D. Beadell Investment Counsel, Inc. 0.16% No change 1,900 $252K
White Pine Investment CO 0.06% Add +5.5% 1,893 $252K
Alpha Financial Partners LLC 0.15% Add +0.1% 1,895 $252K
Marks Group Wealth Management, Inc 0.02% No change 1,890 $251K
Tenon Financial LLC 0.10% New 1,887 $251K
Barnes Dennig Private Wealth Management LLC 0.25% No change 1,884 $250K
Telos Capital Management, Inc. 0.02% Reduce -13.5% 1,875 $249K
Pin Oak Investment Advisors Inc. 0.18% Reduce -5.1% 1,872 $249K
Gradient Capital Advisors, LLC 0.06% Reduce -12.6% 1,868 $248K
Crown Wealth Group, LLC 0.07% Reduce -73.7% 1,861 $247K
Avaii Wealth Management, LLC 0.09% No change 1,860 $247K
Tucker Asset Management LLC 0.07% Reduce -91.1% 1,859 $247K
West Paces Advisors Inc. 0.05% No change 1,857 $247K
Eubel Brady & Suttman Asset Management Inc. 0.03% No change 1,854 $246K
Wescott Financial Advisory Group, LLC 0.02% Add +0.4% 1,849 $246K
American Investment Services, Inc. 0.05% No change 1,848 $246K
Monograph Wealth Advisors, LLC 0.02% New 1,846 $245K
Allred Capital Management, LLC 0.09% No change 1,845 $245K
Greenwood Capital Associates LLC 0.03% Reduce -23.2% 1,842 $245K
Tull Financial Group, Inc. 0.11% Add +5.9% 1,841 $245K
Asset Dedication, LLC 0.02% Add +34.7% 1,841 $245K
Precedent Wealth Partners, LLC 0.05% Reduce -4.3% 1,840 $245K
Cornerstone Planning Group LLC 0.03% Add +2.4% 1,472 $244K
Mogy Joel R Investment Counsel Inc. 0.02% No change 1,832 $244K
McNamara Financial Services, Inc. 0.05% No change 1,830 $243K
Flaharty Asset Management, LLC 0.03% Reduce -13.8% 1,828 $243K
Bedminster, LLC 0.23% No change 1,826 $243K
NerdWallet Wealth Partners, LLC 0.11% New 1,824 $242K
Whitaker-Myers Wealth Managers, LTD. 0.05% Reduce -90.5% 1,823 $242K
Sageworth Trust Co 0.01% Reduce -26.8% 1,820 $242K
FourThought Financial Partners, LLC 0.02% Reduce -5.2% 1,817 $241K
Rayburn West Financial Services LLC 0.14% No change 1,816 $241K
Concord Wealth Partners 0.03% Add +181.2% 1,811 $241K
Meridian Wealth Partners, LLC 0.03% No change 1,805 $240K
QTR Family Wealth, LLC 0.10% Add +0.1% 1,619 $239K
Ramirez Asset Management, Inc. 0.03% Reduce -10.0% 1,800 $239K
Private Capital Management, LLC 0.02% No change 1,800 $239K
BCU Wealth Advisors, LLC 0.09% Add +0.2% 1,799 $239K
Core Wealth Advisors, LLC 0.18% Reduce -53.7% 1,795 $239K
Thor Trading Advisors, LLC 0.10% No change 1,792 $238K
CLG LLC 0.06% Add +0.1% 1,788 $238K
Regency Capital Management Inc.\DE 0.11% Reduce -25.8% 1,787 $237K
Rubicon Advisors, GP 0.21% No change 1,786 $237K
Edgemoor Investment Advisors, Inc. 0.02% No change 1,780 $237K
FSA Advisors, Inc. 0.16% New 1,780 $237K
360 Financial, Inc. 0.07% Reduce -24.1% 1,776 $236K
Advisory Advocates, LLC 0.24% Reduce -7.5% 1,775 $236K
Cordgrass Capital Advisors, LLC 0.06% Reduce -2.6% 1,772 $235K
Guardian Wealth Advisors, LLC / NC 0.01% New 1,764 $234K
Financial Symmetry Inc 0.08% No change 1,468 $234K
Madson Wealth Advisors Inc 0.19% — 1,755 $233K
FWL Investment Management, LLC 0.05% No change 1,754 $233K
John Boyer, Inc. 0.23% Add +12.6% 1,752 $233K
DGS Capital Management, LLC 0.04% New 1,739 $231K
Greenspring Advisors, LLC 0.01% No change 1,737 $231K
Portside Wealth Group, LLC 0.03% New 1,736 $231K
Strategies Wealth Advisors, LLC 0.02% Reduce -8.5% 1,734 $230K
Private Wealth Group, LLC 0.11% Reduce -8.4% 1,731 $230K
Dynamic Financial Group 0.19% No change 1,730 $230K
Bedel Financial Consulting, Inc. 0.03% No change 1,730 $230K
All Terrain Financial Advisors, LLC 0.07% No change 1,727 $229K
Ballast Advisors LLC 0.07% Reduce -3.1% 1,726 $229K
Heritage Investment Group, Inc. 0.03% No change 1,718 $228K
First Western Trust Bank 0.01% Reduce -53.6% 1,718 $228K
Park National Corp. 0.01% No change 1,716 $228K
Olistico Wealth, LLC 0.11% Add +0.5% 1,712 $228K
Cheviot Value Management, LLC 0.02% No change 1,712 $228K
Hopwood Financial Services, Inc. 0.15% Reduce -0.9% 1,711 $227K
Neville Rodie & Shaw Inc. 0.02% No change 1,706 $227K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +50.9% 1,708 $227K
Bayshore Asset Management, LLC 0.09% Reduce -64.8% 1,691 $225K
Greykasell Wealth Strategies, Inc. 0.09% Add +0.1% 1,687 $224K
Investors Asset Management of Georgia Inc. /Ga/ 0.09% Reduce -2.9% 1,680 $223K
W.H. Cornerstone Investments Inc. 0.14% Add +0.1% 1,680 $223K
Herold Advisors, Inc. 0.05% New 1,676 $223K
Davidson Trust Co. 0.10% No change 1,672 $222K
Investors Research Corp 0.04% No change 1,670 $222K
Hibernia Wealth Partners, LLC 0.07% New 1,664 $221K
Hamilton Point Investment Advisors, LLC 0.03% Reduce -4.0% 1,662 $221K
Wealth Management Associates, Inc. 0.08% No change 1,658 $220K
Gunderson Capital Management LLC 0.09% New 1,658 $220K
Talisman Wealth Advisors LLC 0.18% Reduce -49.5% 1,655 $220K
Northstar Asset Management Inc. 0.07% No change 1,654 $220K
N.E.W. Advisory Services LLC 0.02% Add +9.3% 1,654 $220K
Shira Ridge Wealth Management 0.09% No change 1,652 $220K
Pinkerton Wealth, LLC 0.02% No change 1,522 $219K
Select Asset Management & Trust 0.07% No change 1,640 $218K
USA Financial Formulas 0.04% Reduce -8.1% 1,639 $218K
Landmark Wealth Management, LLC 0.06% New 1,639 $218K
M1 Capital Management LLC 0.10% Add +6.2% 1,637 $218K
GEM Asset Management, LLC 0.10% No change 1,636 $217K
Concord Asset Management, LLC 0.04% New 1,635 $217K
Tannin Capital LLC 0.16% Add +0.6% 1,630 $217K
LFA - Lugano Financial Advisors SA 0.11% No change 1,626 $216K
Investment Insight Wealth Management, LLC 0.23% No change 1,623 $216K
Sfmg, LLC 0.01% No change 1,620 $215K
FMB Wealth Management 0.09% No change 1,617 $215K
LMG Wealth Partners, LLC 0.04% No change 1,608 $214K
Financial Management Network Inc. 0.03% Reduce -20.6% 1,500 $213K
Albion Financial Group 0.01% No change 1,601 $213K
Strategic Family Wealth Counselors, L.L.C. 0.06% No change 1,600 $213K
Fiducient Advisors LLC 0.03% No change 1,595 $212K
Aurora Private Wealth, Inc. 0.15% No change 1,472 $212K
Bell Bank 0.01% Reduce -2.6% 1,594 $212K
Eagle Strategies LLC 0.03% New 1,591 $211K
Wallace Advisory Group, LLC 0.23% No change 1,590 $211K
Tower Bridge Advisors 0.02% New 1,582 $210K
Ellerson Group Inc. 0.14% No change 1,580 $210K
Patten Group, Inc. 0.04% Reduce -11.1% 1,578 $210K
Invera Wealth Advisors, LLC 0.13% Reduce -3.4% 1,576 $209K
American National Bank & Trust 0.02% Reduce -1.6% 1,575 $209K
HFG Advisors, Inc. 0.15% No change 1,562 $208K
BlueSky Wealth Advisors, LLC 0.03% New 1,561 $207K
G2 Capital Management, LLC / Oh 0.05% No change 1,560 $207K
Veracity Capital LLC 0.07% Reduce -3.4% 1,560 $207K
Ti-Trust, Inc. 0.12% Reduce -2.3% 1,555 $207K
Northwest Bancshares, Inc. 0.04% No change 1,554 $207K
Gould Asset Management LLC 0.04% No change 1,552 $206K
Builder Investment Group Inc. 0.04% No change 1,550 $206K
Jump Financial, LLC 0.00% Reduce -98.7% 1,544 $205K
Three Bridge Wealth Advisors, LLC 0.06% Add +4.0% 1,542 $205K
J. L. Bainbridge & Co., Inc. 0.02% No change 1,541 $205K
Petra Financial Advisors Inc. 0.13% New 1,540 $205K
Diversified Management Inc. 0.03% No change 1,532 $204K
Flagstone Financial Management 0.05% No change 1,522 $202K
Willis Johnson & Associates, Inc. 0.01% Reduce -6.6% 1,521 $202K
Cornerstone Capital, Inc. 0.02% No change 1,520 $202K
Wrapmanager Inc. 0.07% Reduce -14.7% 1,519 $202K
TLWM 0.04% Reduce -32.8% 1,518 $202K
BWM Planning, LLC 0.05% No change 1,514 $201K
Summit Global Investments 0.01% Add +0.1% 1,516 $201K
Creative Capital Management Investments LLC 0.06% Reduce -1.9% 1,511 $201K
Wetzel Investment Advisors, Inc. 0.08% Reduce -2.4% 1,507 $200K
Holos Integrated Wealth LLC 0.10% New 1,453 $200K
Lowe Brockenbrough & Co. Inc. 0.01% No change 1,492 $198K
Wellington Grp LLC 0.06% Reduce -13.6% 1,476 $196K
SHP Wealth Management 0.01% Add +5.2% 1,467 $195K
Fairway Wealth LLC 0.05% Add +273.5% 1,464 $195K
Monetary Solutions, Ltd 0.19% No change 1,460 $194K
TIAA Wealth Investment Management LLC 0.00% — 1,447 $191K
Gill Capital Partners, LLC 0.05% No change 1,427 $190K
Align Financial, LLC 0.11% Reduce -99.5% 1,404 $187K
Acumen Wealth Advisors, LLC 0.05% New 1,397 $186K
Davis Capital Management 0.13% No change 1,395 $185K
Clayton Financial Group LLC 0.09% Add +0.9% 1,384 $184K
REAP Financial Group, LLC 0.04% No change 1,371 $182K
Osbon Capital Management LLC 0.15% Add +0.1% 1,367 $182K
SYM FINANCIAL Corp 0.02% No change 1,358 $180K
Joseph Group Capital Management 0.04% No change 1,352 $180K
Winthrop Capital Management, LLC 0.05% Add +2.2% 1,322 $176K
Barrett & Company, Inc. 0.06% Reduce -43.8% 1,322 $176K
Beaird Harris Wealth Management, LLC 0.01% No change 1,318 $175K
Twin Peaks Wealth Advisors, LLC 0.04% New 1,311 $174K
KERR FINANCIAL PLANNING Corp 0.12% Reduce -28.9% 1,100 $173K
Vision Retirement, LLC 0.05% Add +27.7% 1,244 $165K
Bellevue Asset Management, LLC 0.08% No change 1,240 $165K
Napier Financial, LLC 0.04% New 1,215 $161K
True Link Financial Advisors, LLC 0.01% Reduce -24.1% 1,202 $160K
Security National Bank 0.02% No change 1,200 $159K
Marquette Asset Management, LLC 0.02% No change 1,196 $159K
Perkins Coie Trust Co 0.03% No change 1,196 $159K
First Pacific Financial 0.02% Add +0.2% 1,185 $157K
Ankerstar Wealth, LLC 0.17% No change 1,182 $157K
Smallwood Wealth Investment Management, LLC 0.08% No change 1,164 $155K
Strategic Advisory Partners, LLC 0.12% New 1,158 $154K
Legacy Wealth Managment, LLC 0.08% Add +34.4% 1,156 $154K
Bare Financial Services, Inc 0.04% No change 1,156 $154K
Versant Capital Management, Inc 0.02% No change 1,154 $153K
Anchor Investment Management, LLC 0.01% Add +2.5% 1,136 $151K
Wagner Wealth Management, LLC 0.03% Add +10.1% 1,131 $150K
Evelyn Partners Asset Management Ltd 0.04% No change 1,110 $148K
Sage Mountain Advisors LLC 0.01% Add +16.9% 1,108 $147K
Blue Bell Private Wealth Management, LLC 0.02% Add +1.8% 1,106 $147K
Glassman Wealth Services 0.02% Add +1.7% 1,102 $146K
Evelyn Partners Investment Management LLP 0.00% No change 1,100 $146K
Investment Research & Advisory Group, Inc. 0.05% Add +71.5% 729 $143K
Ameriflex Group, Inc. 0.07% Reduce -0.4% 1,059 $141K
Peterson Wealth Services 0.03% Add +0.2% 1,035 $138K
RMG Wealth Management LLC 0.02% No change 764 $136K
Global Trust Asset Management, LLC 0.05% Reduce -24.7% 1,008 $134K
Chesapeake Asset Management LLC 0.11% Add +0.1% 1,002 $133K
Morse Asset Management, Inc 0.03% No change 1,000 $133K
Rothschild Investment LLC 0.01% Add +21.6% 992 $132K
JNBA Financial Advisors 0.01% Reduce -3.9% 978 $130K
Bulwark Capital Corp 0.08% No change 970 $129K
Windsor Advisory Group, LLC 0.11% Add +2875.0% 952 $127K
Pacifica Partners Inc. 0.04% No change 940 $125K
WealthCollab, LLC 0.05% Reduce -24.3% 924 $123K
3Chopt Investment Partners, LLC 0.03% New 907 $121K
Banque Transatlantique SA 0.00% New 890 $118K
First PREMIER Bank 0.03% Reduce -12.0% 881 $118K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 882 $117K
Wellington-Altus USA Inc. 0.07% Add +72.7% 594 $113K
Sittner & Nelson, LLC 0.04% No change 850 $113K
Roxbury Financial LLC 0.10% Reduce -4.6% 845 $112K
BankPlus Trust Department 0.03% No change 838 $111K
Proffitt & Goodson Inc. 0.02% Reduce -36.0% 810 $108K
Mowery & Schoenfeld Wealth Management, LLC 0.16% No change 800 $106K
Legacies Wealth LLC 0.07% Reduce -20.0% 800 $106K
Old Second National Bank of Aurora 0.02% No change 800 $106K
Rakuten Securities, Inc. 0.04% Add +101.3% 769 $102K
Westfuller Advisors, LLC 0.04% No change 769 $102K
Tiaa Trust, National Association 0.01% Reduce -99.6% 764 $102K
Hilton Head Capital Partners, LLC 0.06% No change 760 $101K
Berbice Capital Management LLC 0.07% Reduce -31.3% 760 $101K
Advanced Asset Management Advisors Inc 0.03% No change 756 $100K
Entrust Financial LLC 0.07% No change 749 $100K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 744 $99K
Seal Cove Capital, LLC 0.08% Add +8.3% 728 $97K
Financial Consulate, Inc. 0.01% No change 708 $94K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -45.9% 684 $91K
Graney & King, LLC 0.05% Reduce -3.0% 680 $90K
My Portfolio Guide, LLC 0.05% — 677 $90K
Ameritas Investment Partners, Inc. 0.00% No change 672 $89K
Gables Capital Management Inc. 0.04% No change 670 $89K
Financial Life Planners 0.07% New 665 $88K
Cardiff Park Advisors, LLC 0.01% Add +0.1% 651 $86K
2UniFi Bank 0.04% No change 650 $86K
Knuff & Co LLC 0.03% No change 650 $86K
Anfield Capital Management, LLC 0.02% No change 636 $85K
Key Financial Inc 0.01% No change 622 $83K
Founders Capital Management 0.04% Reduce -15.4% 613 $81K
Coastline Trust Co 0.01% No change 610 $81K
Quent Capital, LLC 0.01% No change 610 $81K
Cypress Capital Management LLC (WY) 0.08% No change 608 $81K
Providence Capital Advisors, LLC 0.01% Reduce -35.2% 603 $80K
Halbert Hargrove Global Advisors, LLC 0.00% No change 564 $75K
Bogart Wealth, LLC 0.00% No change 553 $73K
Piedmont Capital Management, LLC 0.05% No change 550 $73K
Transce3nd, LLC 0.65% Reduce -0.2% 549 $73K
Wellington Shields Capital Management, LLC 0.01% No change 546 $73K
Luken Investment Analytics, LLC 0.03% No change 544 $72K
South Plains Financial, Inc. 0.04% No change 534 $71K
Matrix Private Capital Group LLC 0.03% No change 529 $70K
Essential Investment Partners LLC 0.06% No change 522 $69K
DiNuzzo Private Wealth, Inc. 0.01% No change 520 $69K
Walsh & Associates, LLC 0.07% No change 518 $69K
Community Financial Services Group, LLC 0.01% New 505 $68K
Vision Financial Markets LLC 0.07% Add +53.7% 504 $67K
Capital & Planning, LLC 0.04% New 502 $67K
Front Row Advisors LLC 0.02% No change 490 $65K
West Branch Capital LLC 0.02% Reduce -38.6% 486 $65K
Eukles Asset Management 0.03% Reduce -6.4% 470 $62K
Trust Co. of Toledo NA 0.01% Add +17.7% 466 $62K
Financial Gravity Asset Management, Inc. 0.01% Add +55.6% 459 $61K
Evermay Wealth Management LLC 0.01% Add +160.9% 454 $60K
Quest 10 Wealth Builders, Inc. 0.05% Reduce -12.1% 451 $60K
Colonial Trust Co / SC 0.01% No change 448 $60K
Valued Wealth Advisors LLC 0.02% No change 440 $58K
Washington Trust Advisors, Inc. 0.00% No change 434 $58K
Scarborough Advisors, LLC 0.01% Reduce -18.8% 424 $56K
Miller Capital Partners, Inc. 0.03% No change 420 $56K
Silver Grove Financial Group, Inc. 0.04% New 413 $55K
Purpose Unlimited Inc. 0.00% New 412 $55K
SWAN Capital LLC 0.02% Add +99.5% 401 $53K
PMV Capital Advisers, LLC 0.09% New 401 $53K
Key Capital Management, INC 0.04% New 400 $53K
Mascoma Wealth Management LLC 0.01% No change 395 $52K
Chapman Financial Group, LLC 0.04% New 393 $52K
Manning & Napier Advisors LLC 0.00% New 400 $51K
Hartford Financial Management Inc. 0.01% No change 376 $50K
Costello Asset Management, INC 0.02% Add +2.8% 368 $49K
Integrity Financial Corp 0.02% Reduce -32.8% 354 $47K
Delta Asset Management LLC 0.00% Reduce -36.4% 352 $47K
Main Street Group, LTD 0.01% New 351 $47K
Retiremitten Financial LLC 0.02% — 346 $46K
Stone House Investment Management, LLC 0.01% Add +88.8% 336 $45K
GGM Financial LLC 0.02% Reduce -38.0% 330 $44K
Financial Perspectives, Inc 0.01% No change 320 $43K
Chung Wu Investment Group, LLC 0.04% No change 316 $42K
Quaker Wealth Management, LLC 0.01% No change 314 $42K
Richards, Merrill & Peterson, Inc. 0.02% No change 312 $41K
Elevation Wealth Partners, LLC 0.01% No change 306 $41K
Millstone Evans Group, LLC 0.02% No change 300 $40K
Piscataqua Savings Bank 0.03% No change 296 $39K
Steph & Co. 0.01% No change 282 $37K
Evolution Wealth Management Inc. 0.03% No change 264 $35K
Reyes Financial Architecture, Inc. 0.03% No change 262 $35K
Fortis Group Advisors, LLC 0.01% Add +35.8% 258 $34K
DHJJ Financial Advisors, Ltd. 0.01% Add +12.4% 254 $34K
Capital Investment Counsel, Inc 0.00% No change 250 $33K
NorthAvenue LLC 0.03% Add +36.3% 248 $33K
Ssa Swiss Advisors AG 0.02% No change 245 $33K
Avion Wealth 0.01% No change 246 $32K
City State Bank 0.01% No change 230 $31K
Nalls Sherbakoff Group, LLC 0.02% Reduce -78.0% 226 $30K
Silicon Valley Capital Partners 0.00% No change 222 $30K
WPG Advisers, LLC 0.02% No change 219 $29K
Smithfield Trust Co 0.00% No change 220 $29K
Union Savings Bank 0.01% No change 216 $29K
Brown, Lisle/Cummings, Inc. 0.01% No change 216 $29K
Cherry Tree Wealth Management, LLC 0.01% Add +960.0% 212 $28K
Park Place Capital Corp 0.01% Reduce -8.3% 211 $28K
Marshall & Sterling Wealth Advisors Inc. 0.02% Add +950.0% 210 $28K
Tower View Wealth Management LLC 0.01% Reduce -1.4% 208 $28K
McGuire Capital Advisors Inc. 0.02% No change 204 $27K
Covestor Ltd 0.02% Reduce -9.4% 202 $27K
Sachetta, LLC 0.01% No change 202 $27K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.04% Reduce -97.9% 200 $27K
Bravera Wealth 0.01% Reduce -71.8% 200 $27K
LOM Asset Management Ltd 0.01% No change 200 $27K
True Wealth Design, LLC 0.01% New 200 $27K
GHP Investment Advisors, Inc. 0.00% No change 200 $27K
Forum Finance Group S.A. 0.01% — 240 $26K
Family Manage LLC 0.00% No change 188 $25K
Orion Capital Management LLC 0.01% No change 180 $24K
Blume Capital Management, Inc. 0.00% Reduce -49.9% 176 $23K
Virginia Estate & Retirement Planning Advisors Inc. 0.04% — 211 $23K
Strive Financial Group ,LLC 0.01% No change 170 $23K
JTC Employer Solutions Trustee Ltd 0.00% No change 190 $23K
JPL Wealth Management, LLC 0.01% New 168 $22K
Tacita Capital Inc 0.01% No change 160 $21K
Delos Wealth Advisors, LLC 0.01% No change 150 $20K
DecisionPoint Financial, LLC 0.00% Add +59.6% 150 $20K
Go Invest LLC 0.01% Add +0.7% 149 $20K
United Financial Planning Group LLC 0.01% Reduce -57.3% 149 $20K
MBM Wealth Consultants, LLC 0.00% New 146 $19K
Strategic Investment Solutions, Inc. 0.00% No change 144 $19K
Financial Management Professionals, Inc. 0.00% No change 144 $19K
Obsidian Cio, LLC 0.02% No change 142 $19K
Southern Michigan Bank & Trust 0.01% — 142 $19K
Investors Portfolio Services LLC 0.02% Add +12.0% 140 $19K
Cedar Mountain Advisors, LLC 0.00% Add +24.5% 132 $18K
Godsey & Gibb, Inc. 0.00% Reduce -13.3% 130 $17K
Three Bearings Fiduciary Advisors, Inc. 0.02% No change 128 $17K
Raffa Wealth Management, LLC 0.00% No change 128 $17K
Gilpin Wealth Management, LLC 0.01% No change 126 $17K
Daytona Street Capital LLC 0.01% No change 120 $16K
Abound Wealth Management 0.00% New 117 $16K
Wolff Wiese Magana LLC 0.01% No change 114 $15K
Arvest Investments, Inc. 0.00% No change 112 $15K
Richardson Capital Management LLC 0.01% No change 108 $14K
POM Investment Strategies, LLC 0.02% New 101 $13K
Financial Avengers, Inc. 0.01% No change 101 $13K
Arlington Trust Co LLC 0.00% No change 100 $13K
Richard Bernstein Advisors LLC 0.00% Reduce -30.0% 98 $13K
Sankala Group LLC 0.01% Reduce -33.3% 88 $12K
Hager Investment Management Services, LLC 0.01% No change 86 $11K
Philadelphia Investment Partners, LLC 0.01% — 84 $11K
Minot DeBlois Advisors LLC 0.01% Reduce -25.0% 75 $10K
Arcadia Investment Management Corp. 0.00% No change 74 $10K
Gleason Group, Inc. 0.00% New 72 $10K
TopTier Wealth Management, LLC 0.01% New 71 $9K
Networth Advisors, LLC 0.01% No change 68 $9K
Morton Brown Family Wealth, LLC 0.00% No change 64 $9K
Daiwa Securities Group Inc. 0.00% Add +5.2% 61 $8K
Core Alternative Capital 0.00% No change 60 $8K
Dunhill Financial, LLC 0.00% Reduce -86.3% 47 $6K
Signature Resources Capital Management, LLC 0.00% No change 44 $6K
one8zero8, LLC 0.00% No change 42 $6K
Zions Bancorporation, National Association 0.00% No change 42 $6K
Sfam, LLC 0.00% No change 40 $5K
Ulland Investment Advisors, LLC 0.00% No change 34 $5K
Urban Financial Advisory Corp 0.00% New 32 $4K
Capital Advisor Network LLC 0.01% — 32 $4K
Burkett Financial Services, LLC 0.00% New 30 $4K
American Capital Advisory, LLC 0.00% No change 28 $4K
GoalVest Advisory LLC 0.00% New 24 $3K
Central Pacific Bank - Trust Division 0.00% No change 24 $3K
Phillip James Consulting Co. 0.00% New 25 $3K
Hickory Point Bank & Trust 0.00% New 20 $3K
Caitlin John, LLC 0.00% Reduce -97.1% 18 $2K
Center for Financial Planning, Inc. 0.00% No change 18 $2K
Decker Retirement Planning Inc. 0.00% New 18 $2K
Atwood & Palmer Inc. 0.00% New 16 $2K
Highline Wealth Partners LLC 0.00% Reduce -83.3% 12 $2K
Westend Capital Management, LLC 0.00% No change 10 $1K
Abound Financial, LLC 0.00% No change 4 $532
Van Den Berg Management I, Inc. 0.00% No change 4 $532
Tripletail Wealth Management, LLC 0.00% New 3 $408

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