SS Technology Select SectorXLKETF

13F holders, Q2 2026 (June 30)
2,670holders +245
308new positions
67sold out
8famous investors
$190.11avg. 13F price*

At the end of Q2 2026, 2,670 institutions reported holding SS Technology Select Sector (XLK) in their 13F filings, up 245 from Q1 2026. 308 opened new positions and 67 sold out. The largest holders were Wells Fargo & Company ($4.7B), Bank of America Corp. ($4.3B) and Morgan Stanley ($3.8B). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions308$1.0B
Exits67$1.0B

All 13F filers, Q1 2026 → Q2 2026: 20,744,170 shares bought and 21,009,393 shares sold, net −265,223 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,670 holders

Wells Fargo & Company 0.81% Add +4.7% 24,424,085 $4.7B
Bank of America Corp. 0.28% Reduce -4.6% 22,775,787 $4.3B
Morgan Stanley 0.20% Add +0.6% 19,733,219 $3.8B
LPL Financial LLC 0.68% Add +0.6% 15,806,183 $3.0B
Focus Partners Wealth 2.48% Reduce -2.1% 12,703,573 $2.4B
UBS Group AG 0.36% Reduce -2.6% 11,901,128 $2.3B
Envestnet Asset Management Inc. 0.49% Reduce -7.3% 10,915,182 $2.1B
Ameriprise Financial Inc. 0.38% Add +1.6% 9,775,181 $1.9B
JPMorgan Chase & Co. 0.10% Reduce -3.3% 9,144,511 $1.7B
Goldman Sachs Group Inc. 0.17% Add +4.9% 8,664,198 $1.7B
Raymond James Financial Inc. 0.44% Add +7.6% 8,528,109 $1.6B
Main Management ETF Advisors, LLC 34.76% Add +18.2% 6,026,894 $1.1B
Royal Bank of Canada 0.19% Reduce -1.6% 5,854,782 $1.1B
Migdal Insurance & Financial Holdings Ltd. 6.88% Add +31.4% 5,647,173 $1.1B
Truist Financial Corp. 1.12% Add +4.0% 4,907,844 $935.0M
Janney Montgomery Scott LLC 1.77% Add +1.5% 4,799,566 $914.4M
PGIM Custom Harvest LLC 9.26% Add +0.3% 3,881,651 $739.5M
Osaic Holdings, Inc. 0.83% Reduce -1.9% 3,700,027 $705.0M
WestEnd Advisors, LLC 14.27% Add +4.3% 3,360,440 $640.2M
Northern Trust Corp. 0.07% Add +2.3% 3,221,242 $613.7M
US Bancorp \de 0.56% Reduce -2.6% 2,682,109 $511.0M
Nissay Asset Management Corp. /Japan 1.96% Add +22.2% 2,437,529 $464.4M
Agf Management Ltd. 1.59% Reduce -0.8% 2,141,700 $408.0M
Rockefeller Capital Management L.P. 0.56% Reduce -3.8% 1,911,305 $364.1M
Cetera Investment Advisers 0.32% Add +0.8% 1,842,269 $351.0M
Stifel Financial Corp. 0.29% Add +5.8% 1,826,572 $348.0M
University of Chicago 80.81% Add +16.1% 1,780,292 $339.2M
EP Wealth Advisors, LLC 1.24% Reduce -1.0% 1,697,667 $323.4M
Commonwealth Equity Services, LLC 0.39% Reduce -4.8% 1,611,687 $307.1M
PNC Financial Services Group, Inc. 0.15% Reduce -1.0% 1,580,320 $301.1M
Barclays PLC 0.09% Reduce -24.7% 1,566,942 $298.5M
HighTower Advisors, LLC 0.29% Reduce -0.9% 1,560,039 $297.2M
State Street Corp. 0.01% Add +5.5% 1,523,838 $290.3M
Harel Insurance Investments & Financial Services Ltd. 1.30% Reduce -1.4% 1,397,341 $266.2M
J.Safra Asset Management Corp 12.18% Reduce -1.2% 1,387,848 $264.4M
Captrust Financial Advisors 0.40% Add +27.9% 1,381,036 $263.1M
KCM Investment Advisors LLC 7.71% Add +0.5% 1,355,853 $258.3M
Citigroup Inc. 0.12% Add +3.3% 1,326,949 $252.8M
Equitable Holdings, Inc. 1.47% Reduce -1.0% 1,340,320 $247.0M
RiverFront Investment Group, LLC 3.20% Add +0.9% 1,269,940 $241.9M
Advisory Alpha, LLC 5.93% Add +4.7% 1,268,200 $241.6M
Corient Private Wealth LP 0.33% Reduce -13.3% 1,264,034 $240.8M
Bank of Montreal 0.08% Add +7.5% 1,213,135 $231.1M
SRB Corp. 12.30% Add +40.7% 1,200,431 $228.7M
Victory Capital Management Inc. 0.13% Add +5.8% 1,198,241 $228.3M
Fifth Third Bancorp 0.35% Reduce -1.1% 1,117,925 $213.0M
Cambridge Investment Research Advisors, Inc. 0.48% Reduce -5.2% 1,113,441 $212.1M
MML Investors Services, LLC 0.41% Reduce -7.5% 1,056,875 $201.4M
BNP Paribas Financial Markets 0.10% Reduce -48.8% 1,032,338 $196.7M
Private Advisor Group, LLC 0.87% Reduce -21.7% 997,926 $190.1M
Main Management LLC 12.75% Add +3.0% 996,372 $189.8M
Capital Investment Advisors, LLC 2.48% Add +1.3% 988,787 $188.4M
Phoenix Financial Ltd. 1.29% Add +5.7% 988,272 $188.3M
Mercer Global Advisors Inc. 0.22% Add +22.4% 930,104 $177.2M
Bar Harbor Wealth Management 9.51% Reduce -0.4% 929,180 $177.0M
Mariner, LLC 0.18% Reduce -11.5% 926,406 $176.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 3.81% Add +27.9% 925,282 $176.3M
Schroder Investment Management Group 0.12% New 925,838 $171.7M
71 West Capital Partners 5.90% Add +2.1% 895,570 $170.6M
Voya Investment Management LLC 0.17% New 872,725 $166.3M
Conservest Capital Advisors, Inc. 13.22% Reduce -3.7% 872,595 $166.2M
BlackRock, Inc. 0.00% Add +0.6% 858,160 $163.5M
Cerity Partners LLC 0.20% Reduce -3.5% 850,475 $162.0M
Healthcare of Ontario Pension Plan Trust Fund 0.22% Reduce -50.0% 800,000 $152.4M
Saudi Central Bank 1.96% No change 851,762 $149.6M
Spinnaker Trust 7.21% Reduce -1.6% 779,939 $148.6M
Bank of Nova Scotia 0.21% Add +1121.4% 715,360 $136.3M
Kestra Advisory Services, LLC 0.43% Add +0.5% 703,129 $134.0M
Assetmark, Inc. 0.23% Reduce -0.1% 689,659 $131.4M
Gerber Kawasaki Wealth & Investment Management 3.35% Reduce -5.3% 658,332 $125.4M
Trek Financial, LLC 6.20% Reduce -6.3% 655,384 $124.9M
Jones Financial Companies LLLP 0.05% Add +18.4% 682,647 $124.3M
Ashton Thomas Private Wealth, LLC 2.53% Reduce -12.7% 636,291 $121.2M
CoreCap Advisors, LLC 3.45% Add +7.2% 613,988 $117.0M
Creative Planning 0.06% Add +6.0% 583,125 $111.1M
Swan Global Investments, LLC 4.88% Add +0.2% 560,690 $106.8M
Parker Investment Management, LLC 12.68% Reduce -0.8% 550,192 $104.8M
Mirae Asset Global Investments Co., Ltd. 0.20% Add +49.5% 550,019 $104.8M
Sanctuary Advisors, LLC 0.48% Add +0.7% 545,880 $104.0M
Galvin, Gaustad & Stein, LLC 7.46% Reduce -1.7% 523,647 $99.8M
Integrated Wealth Concepts LLC 0.65% Add +4.4% 518,295 $98.7M
Evolution Wealth Advisors, LLC 11.53% Add +0.7% 517,308 $98.6M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 12.92% No change 514,600 $98.0M
TD Waterhouse Canada Inc. 0.25% Add +0.5% 519,530 $96.2M
Krilogy Financial LLC 2.82% Reduce -4.6% 501,055 $95.5M
IMZ Advisory Inc 29.65% Reduce -3.6% 491,428 $93.6M
Concurrent Investment Advisors, LLC 0.78% Add +17.1% 479,793 $91.4M
Quantinno Capital Management LP 0.11% Add +7.4% 475,501 $90.6M
HighPoint Advisor Group LLC 3.14% Reduce -0.8% 468,127 $89.2M
MAI Capital Management 0.34% Add +9.2% 466,772 $88.9M
Pathstone Holdings, LLC 0.26% Add +19.6% 459,812 $87.6M
FMR LLC 0.00% Add +7.0% 458,324 $87.3M
Wharton Business Group, LLC 2.87% Reduce -7.3% 450,797 $85.9M
TriCert Investment Counsel Inc. 7.92% — 446,333 $85.0M
&partners 0.34% Reduce -0.9% 437,082 $83.3M
Kingsview Wealth Management, LLC 0.99% Reduce -5.5% 430,452 $82.0M
AlphaStar Capital Management, LLC 5.18% Reduce -9.8% 427,342 $81.4M
Thrivent Financial for Lutherans 0.14% Reduce -1.4% 419,785 $80.0M
Susquehanna International Group, LLP 0.07% Add +111.0% 416,179 $79.3M
Walleye Trading LLC 1.05% Add +151.3% 397,277 $75.7M
Salomon & Ludwin, LLC 6.20% Reduce -6.6% 404,790 $75.3M
Commerce Bank 0.32% Add +0.6% 386,719 $73.7M
Bellwether Advisors, LLC 10.61% Add +11.9% 376,090 $71.7M
Lighthouse Financial Services Inc. 14.87% Reduce -1.3% 381,176 $70.8M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 8.27% Add +0.7% 368,524 $70.2M
Moment Partners, LLC 12.21% Reduce -1.8% 355,723 $67.8M
Prudential PLC 0.45% Add +7.2% 354,873 $67.6M
Meitav Investment House Ltd. 0.45% Add +1.1% 354,121 $67.5M
Oppenheimer Asset Management Inc. 0.70% Add +1.7% 353,552 $67.4M
Wealth Enhancement Advisory Services, LLC 0.11% Add +9.1% 365,638 $67.3M
Asset Advisors Investment Management, LLC 6.13% Add +16.2% 350,776 $66.8M
Westwood Holdings Group Inc. 0.50% New 345,506 $65.8M
Carnegie Investment Counsel 1.32% Reduce -1.9% 344,853 $65.7M
Hollencrest Capital Management 4.29% Reduce -5.6% 342,992 $65.3M
Ayalon Insurance Comp Ltd. 8.00% Add +5.5% 342,177 $65.2M
Steward Partners Investment Advisory, LLC 0.33% Reduce -2.2% 339,567 $64.7M
Vickerman Investment Advisors, Inc. 12.55% Add +8.2% 339,185 $64.6M
Park Avenue Securities LLC 0.39% Reduce -13.6% 327,896 $62.5M
Stillwater Capital Advisors, LLC 6.33% Reduce -0.1% 325,758 $62.1M
Van Eck Associates Corp. 0.04% Add +60.2% 311,827 $59.4M
Savvy Advisors, Inc. 1.25% Add +11.2% 305,785 $58.3M
Old National Bancorp 1.15% Reduce -2.3% 304,184 $58.0M
Kwmg, LLC 4.18% Add +1.7% 303,343 $57.8M
NewEdge Advisors, LLC 0.17% Add +34.6% 301,408 $57.4M
Lido Advisors, LLC 0.21% Reduce -8.2% 300,648 $57.3M
Wealthspire Advisors, LLC 0.31% Add +896.8% 295,627 $56.3M
Trilogy Capital Inc. 2.17% Reduce -46.4% 292,342 $55.7M
Meiji Yasuda Life Insurance Co 1.82% Add +11.4% 288,666 $55.0M
AQR Capital Management 0.02% Add +59.6% 285,824 $54.5M
WBH Advisory Inc. 3.65% Reduce -4.6% 285,011 $54.3M
Petredis Investment Advisors LLC 3.56% Reduce -0.8% 277,210 $52.8M
DAVENPORT & Co LLC 0.27% Add +5.2% 276,107 $52.6M
Citizens Financial Group Inc. 0.63% Reduce -0.3% 274,476 $52.3M
Brave Asset Management Inc. 11.15% Add +2.3% 273,670 $52.1M
National Bank of Canada 0.05% Add +39.5% 271,106 $51.5M
Baird Financial Group, Inc. 0.07% Add +1.4% 269,493 $51.3M
Chemung Canal Trust Co. 9.43% Reduce -1.9% 267,800 $51.0M
NWF Advisory Services Inc. 4.79% Reduce -1.3% 267,452 $51.0M
Novare Capital Management LLC 3.54% Add +13.7% 261,425 $49.8M
Independent Financial Group, LLC 0.93% Add +17.1% 259,558 $49.5M
Essex LLC 7.46% Reduce -0.9% 257,932 $49.1M
Intrua Financial, LLC 4.63% Add +8.5% 256,928 $48.9M
Prosperity Consulting Group, LLC 1.83% Reduce -3.2% 253,075 $48.2M
Horizon Wealth Management, LLC 6.09% Reduce -2.4% 250,751 $47.8M
First Interstate Bank 2.47% Reduce -4.3% 248,803 $47.4M
J.W. Cole Advisors, Inc. 0.81% Reduce -2.4% 247,691 $47.2M
Onyx Bridge Wealth Group LLC 4.22% Add +120.6% 246,355 $46.9M
Dakota Wealth Management 0.90% Reduce -2.7% 246,306 $46.9M
Yarbrough Capital, LLC 1.39% No change 244,080 $46.5M
Peapack Gladstone Financial Corp. 0.52% Reduce -3.4% 239,580 $45.6M
Exchange Traded Concepts, LLC 0.23% Add +4.1% 238,902 $45.5M
Wellspring Financial Advisors, LLC 2.98% Add +38.4% 237,362 $45.2M
Founders Financial Securities LLC 2.30% Add +2.8% 235,900 $44.9M
ARS Wealth Advisors Group, LLC 3.51% Reduce -1.1% 235,568 $44.9M
Strategic Point Investment Advisors, LLC 5.81% Add +1.1% 233,868 $44.6M
Haverford Trust Co 0.38% Reduce -1.3% 232,661 $44.3M
Martin & Co. Inc. 6.91% Reduce -0.9% 232,187 $44.2M
Atria Investments, Inc 0.44% Add +17.2% 231,978 $44.2M
Bailard, Inc. 0.90% Reduce -0.0% 231,511 $44.1M
Cavalier Investments, LLC 16.21% New 231,176 $44.0M
Federation des caisses Desjardins du Quebec 0.13% Reduce -25.2% 228,385 $43.5M
First Horizon Corp. 1.67% Reduce -3.0% 227,693 $43.4M
O'shaughnessy Asset Management, LLC 0.20% Reduce -16.0% 226,331 $43.1M
PFG Investments, LLC 1.66% Add +10.4% 224,935 $42.9M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -2.5% 223,877 $42.7M
Tocqueville Asset Management L.P. 0.56% Add +0.0% 223,519 $42.6M
Wealthfront Advisers LLC 0.08% Reduce -1.7% 222,792 $42.4M
Clal Insurance Enterprises Holdings Ltd 0.19% New 222,500 $42.4M
Horizon Investments, LLC 0.46% Reduce -52.1% 219,763 $41.9M
IHT Wealth Management, LLC 0.89% Reduce -2.3% 219,506 $41.8M
Cibc World Market Inc. 0.07% Add +38.3% 214,786 $40.9M
Convergence Financial, LLC 3.18% Add +71.7% 209,968 $40.0M
Biltmore Wealth Management, LLC 12.41% Reduce -4.5% 208,740 $39.8M
Vestmark Advisory Solutions, Inc. 0.37% Add +9.8% 206,556 $39.4M
Farther Finance Advisors, LLC 0.30% Add +50.3% 204,500 $38.9M
WNY Asset Management, LLC 3.48% Add +315.4% 203,947 $38.9M
Marshall Wace, LLP 0.03% Reduce -17.1% 203,646 $38.8M
3EDGE Asset Management, LP 1.73% Add +113.8% 203,567 $38.8M
Victory Financial Group, LLC 4.06% Add +12.6% 203,068 $38.7M
Elevation Point Wealth Partners, LLC 0.72% Reduce -6.3% 202,782 $38.6M
Oakworth Capital, Inc. 1.84% Reduce -0.3% 204,424 $38.6M
Nelson Capital Management, LLC 4.19% Add +1.6% 200,639 $38.2M
Gratus Wealth Advisors, LLC 4.79% Reduce -1.1% 197,532 $37.6M
Brown Advisory Inc. 0.06% Add +11.4% 197,097 $37.6M
Rezny Wealth Management, Inc. 6.83% Add +5.0% 196,690 $37.5M
Joel Isaacson & Co., LLC 1.07% Add +0.2% 194,523 $37.1M
Advisory Services Network, LLC 0.42% Add +1.4% 194,031 $37.0M
Waverly Advisors, LLC 0.21% Add +4.8% 193,506 $36.9M
D. E. Shaw & Co. 0.02% New 191,335 $36.5M
Pinnacle Financial Partners, Inc. 0.24% Reduce -2.1% 188,273 $35.9M
Apollon Financial, LLC 4.22% Reduce -2.4% 187,348 $35.7M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.47% No change 187,346 $35.7M
Black Swift Group, LLC 5.15% Add +1.5% 186,867 $35.6M
Clarity Financial LLC 3.02% Reduce -6.1% 185,491 $35.3M
RFG Advisory, LLC 0.55% Add +1.0% 185,272 $35.3M
Benjamin Edwards Inc. 0.32% Add +11.3% 184,805 $35.2M
Fairfield Financial Advisors, LTD 13.82% Reduce -6.8% 184,159 $35.1M
Orange Investment Advisors, Inc. 4.24% Reduce -2.8% 183,366 $34.9M
Roble, Belko & Company, Inc 3.74% Reduce -0.1% 181,464 $34.6M
Robertson Stephens Wealth Management, LLC 0.85% Add +1.4% 181,427 $34.6M
AlphaCore Capital LLC 0.64% Add +26.1% 181,242 $34.5M
Savant Capital, LLC 0.10% Add +401.6% 194,464 $34.5M
High Note Wealth, LLC 5.87% Reduce -2.2% 180,468 $34.4M
Banco Santander, S.A. 0.21% New 178,699 $34.0M
Forbes J M & Co. LLP 2.62% No change 174,978 $33.3M
Tiaa-Cref Individual & Institutional Services, LLC 0.11% Add +3.5% 173,560 $33.1M
Tiller Private Wealth, Inc. 10.34% Reduce -3.5% 173,196 $33.0M
Ameritas Advisory Services, LLC 0.67% Add +36.4% 172,816 $32.9M
Daido Life Insurance Co. 4.42% No change 170,556 $32.5M
Presper Financial Architects, LLC 16.54% Reduce -2.6% 166,401 $31.7M
United Capital Financial Advisors, LLC 0.17% Reduce -0.4% 163,592 $31.2M
Associated Banc-Corp 0.74% Reduce -0.7% 163,253 $31.1M
Klingenstein Fields & Co. LP 1.08% Add +189.9% 162,604 $31.0M
WCG Wealth Advisors LLC 0.73% Reduce -14.7% 160,873 $30.6M
Gotham Asset Management 0.07% Add +536.1% 158,661 $30.2M
Caisse de depot et placement du Quebec 0.04% Add +52.7% 158,579 $30.2M
NewSquare Capital LLC 2.22% Add +0.7% 157,010 $29.9M
Tudor Investment Corporation 0.12% Add +6363.0% 156,469 $29.8M
United Asset Strategies, Inc. 2.10% Reduce -32.8% 155,687 $29.7M
PTM Wealth Management, LLC 13.27% Add +2.5% 167,527 $29.5M
Stonebridge Financial Group, LLC 2.23% Add +5706.3% 154,622 $29.5M
TradeWell Securities, LLC. 10.51% Reduce -2.5% 154,489 $29.4M
Midwest Trust Co 0.33% Reduce -0.8% 153,807 $29.3M
Foguth Wealth Management, LLC. 3.32% Add +16.3% 166,200 $29.2M
Nations Financial Group Inc, /Ia/ 1.39% Add +0.1% 152,811 $29.1M
Axxcess Wealth Management, LLC 0.46% Reduce -1.7% 152,086 $29.0M
Franklin Resources Inc. 0.01% Add +16.2% 150,184 $28.6M
Allworth Financial LP 0.12% Reduce -1.9% 149,144 $28.4M
Spire Wealth Management 0.85% Reduce -6.4% 146,887 $28.0M
Keystone Global Partners, LLC 10.58% Add +15.4% 146,103 $27.8M
Southern Capital Services Inc. 15.56% Reduce -16.2% 145,479 $27.7M
Mendel Capital Management LLC 12.47% Reduce -1.9% 145,442 $27.7M
Centaurus Financial, Inc. 1.07% Reduce -1.0% 143,833 $27.4M
Jefferies Financial Group Inc. 0.26% Add +17.2% 143,005 $27.2M
Stratos Wealth Partners, LTD. 0.27% Reduce -9.9% 142,379 $27.1M
Arax Advisory Partners 0.18% Add +469.5% 142,236 $27.1M
Socha Financial Group, LLC 11.01% Add +1.3% 142,093 $27.1M
Bonfire Financial 17.39% Add +2.2% 142,057 $27.1M
Merit Financial Group, LLC 0.17% Reduce -1.5% 142,007 $27.1M
Squarepoint Ops LLC 0.05% New 140,570 $26.8M
Flagship Capital Management Inc. 16.67% Reduce -1.1% 138,561 $26.4M
Keybank National Association 0.09% Add +0.7% 137,974 $26.3M
Focus Financial Network, Inc. 0.81% Add +1.3% 137,844 $26.3M
Circle Wealth Management, LLC 0.33% Reduce -1.1% 137,638 $26.2M
Blair William & Co. 0.07% Reduce -16.0% 137,534 $26.2M
Premier Path Wealth Partners, LLC 3.01% Reduce -24.1% 137,353 $26.2M
Beacon Pointe Advisors, LLC 0.12% Add +5.8% 137,315 $26.2M
Pittenger & Anderson Inc. 0.93% No change 135,799 $25.9M
Sequent Asset Management, LLC 10.88% Reduce -1.6% 135,446 $25.8M
Independence Wealth Advisors, LLC 12.86% Reduce -9.2% 134,615 $25.6M
Capital Fund Management S.A. 0.18% Reduce -24.3% 132,843 $25.3M
Spirepoint Private Client, LLC 2.05% Add +1.2% 132,688 $25.3M
Cresset Asset Management, LLC 0.09% Add +1.4% 131,345 $25.0M
M&T Bank Corp 0.07% Add +0.4% 131,112 $25.0M
Composition Wealth, LLC 0.29% Add +0.0% 129,019 $24.6M
Arkadios Wealth Advisors 0.38% Reduce -5.7% 128,398 $24.5M
OneDigital Investment Advisors LLC 0.20% Add +163.0% 125,685 $23.9M
Virtu Financial LLC 0.75% New 125,235 $23.9M
Nan Shan Life Insurance Co., Ltd. 0.75% New 124,900 $23.8M
Blue Sky Capital Consultants Group, Inc. 10.01% Add +4.0% 122,835 $23.4M
AE Wealth Management LLC 0.11% Add +179.5% 122,656 $23.4M
Money Concepts Capital Corp. 1.08% Reduce -0.2% 122,230 $23.3M
Tompkins Financial Corp. 1.62% Add +13.6% 121,594 $23.2M
Venturi Wealth Management, LLC 0.89% Reduce -9.5% 120,901 $23.0M
Summit Financial, LLC 0.25% Reduce -1.2% 120,843 $23.0M
Atlas Capital Advisors Inc. 2.52% Add +4.6% 120,777 $23.0M
Analyst IMS Investment Management Services Ltd. 0.53% No change 120,704 $23.0M
Western Wealth Management, LLC 0.75% Add +6.0% 120,700 $23.0M
CX Institutional 0.66% Reduce -5.6% 120,212 $22.9M
AMG National Trust Bank 0.46% Reduce -34.1% 116,902 $22.3M
Venture Visionary Partners LLC 0.62% Reduce -4.1% 116,035 $22.1M
Cooksen Wealth, LLC 13.89% Reduce -4.3% 115,698 $22.0M
TCP Asset Management, LLC 2.50% Reduce -12.4% 115,675 $22.0M
Affinity Capital Advisors, LLC 2.72% Reduce -5.5% 119,973 $22.0M
Compass Wealth Management, LLC 8.71% New 114,699 $21.9M
Rockland Trust Co. 0.86% Reduce -6.6% 114,525 $21.8M
Simmons Bank 1.24% Reduce -3.6% 114,053 $21.7M
Redhawk Wealth Advisors, Inc. 2.14% Add +416.5% 113,816 $21.7M
Modern Wealth Management, LLC 0.26% Reduce -1.5% 112,640 $21.5M
Great Valley Advisor Group, Inc. 0.34% Reduce -14.1% 112,578 $21.4M
FIL Ltd 0.02% Add +210.2% 112,186 $21.4M
Group One Trading LLC 0.61% New 111,928 $21.3M
Financial Solutions Advisory Group, Inc. 2.69% Reduce -0.4% 114,886 $21.3M
Johnson Investment Counsel Inc. 0.16% Add +8.6% 111,585 $21.3M
Allspring Global Investments Holdings, LLC 0.03% Add +34.8% 113,967 $21.2M
Schorn Wealth LLC 5.52% Add +0.9% 110,809 $21.1M
Encompass More Asset Management 3.08% Add +26.7% 110,262 $21.0M
Mather Group, Llc. 0.18% Add +608.1% 109,925 $20.9M
TCV Trust & Wealth Management, Inc. 1.58% Reduce -1.0% 109,680 $20.9M
Parkside Investments, LLC 2.32% Reduce -3.4% 109,667 $20.9M
SteelPeak Wealth, LLC 0.54% Reduce -19.8% 108,265 $20.6M
Compass Financial Management LLC 2.52% — 108,775 $20.6M
Sequoia Financial Advisors, LLC 0.10% Reduce -7.8% 107,548 $20.5M
Elite Financial, Inc. 8.27% Add +0.2% 107,517 $20.5M
Allianz SE 0.22% No change 107,309 $20.4M
GTS Securities LLC 0.43% Reduce -44.3% 106,849 $20.4M
Fifth Third Securities, Inc. 1.15% Reduce -11.8% 106,105 $20.2M
D.A. Davidson & Co. 0.11% Add +6.0% 106,005 $20.2M
Bartlett & Co. Wealth Management LLC 0.25% Add +4.8% 105,637 $20.1M
Larson Financial Group LLC 0.53% Add +6.7% 105,415 $20.1M
BlueStem Wealth Partners, LLC 1.99% New 104,851 $20.0M
NorthRock Partners, LLC 0.29% Reduce -21.8% 104,744 $20.0M
Schnieders Capital Management, Llc. 2.60% Add +0.6% 103,518 $19.7M
Signal Advisors Wealth, LLC 1.03% Add +3.4% 103,378 $19.7M
Legacy Advisors, LLC 1.83% Add +0.0% 102,692 $19.6M
Maloon Powers Pitre Higgins & Dennehy, LLC 6.69% — 102,121 $19.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.12% Add +114.7% 101,029 $19.2M
Visionary Wealth Advisors 0.76% Add +7.2% 100,599 $19.2M
New York Life Investment Management LLC 0.13% Add +830.2% 100,525 $19.2M
Comprehensive Wealth Management, LLC 8.73% Reduce -22.7% 100,267 $19.1M
Relyea Zuckerberg Hanson LLC 1.59% Add +37.6% 100,169 $19.1M
Mutual Advisors, LLC 0.36% Reduce -7.7% 99,907 $19.0M
GeoWealth Management, LLC 0.60% Reduce -3.9% 99,509 $19.0M
B. Riley Wealth Advisors, Inc. 1.03% Add +12.1% 101,529 $18.8M
Montag A & Associates Inc. 0.79% Reduce -8.3% 98,593 $18.8M
ES4, LLC 9.81% Add +40.5% 98,077 $18.7M
Integrated Advisors Network LLC 0.86% Add +7.5% 97,965 $18.7M
Fox Financial, Inc 12.92% Reduce -4.5% 97,401 $18.6M
Fourth Dimension Wealth, LLC 5.83% Reduce -0.3% 96,729 $18.4M
Welch Financial Planning, LLC 10.74% Add +4.7% 96,704 $18.4M
Prime Capital Investment Advisors, LLC 0.18% Reduce -5.1% 96,367 $18.4M
Toth Financial Advisory Corp. 1.79% Add +2.5% 96,147 $18.3M
Bank Hapoalim BM 1.25% Add +1.9% 95,087 $18.1M
Oppenheimer & Co. Inc. 0.19% Reduce -24.1% 93,456 $17.8M
Stephens Inc. 0.20% Add +0.4% 93,108 $17.7M
LightSquare Wealth Management, LLC 12.14% Reduce -8.3% 92,415 $17.6M
Attessa Capital LLC 7.88% Add +4.4% 92,205 $17.6M
Measured Wealth Private Client Group, LLC 4.23% Reduce -21.9% 91,922 $17.5M
Tamar Securities, LLC 1.60% Reduce -9.1% 89,859 $17.1M
McKinley Carter Wealth Services, Inc. 0.88% Reduce -1.6% 89,814 $17.1M
Sound View Wealth Advisors Group, LLC 1.06% Add +1.0% 89,670 $17.1M
First Trust Advisors LP 0.01% Reduce -15.1% 89,503 $17.1M
Coastal Bridge Advisors, LLC 1.05% Add +1.5% 89,224 $17.0M
Ieq Capital, LLC 0.08% Reduce -13.5% 89,197 $17.0M
HSBC Holdings PLC 0.01% Reduce -47.5% 89,059 $16.9M
Level Four Advisory Services, LLC 0.47% Add +2.1% 87,674 $16.7M
Ferguson Wellman Capital Management, Inc. 0.20% Add +0.6% 87,352 $16.6M
Cercano Management LLC 2.21% Reduce -46.4% 86,935 $16.6M
Ameraudi Asset Management, Inc. 7.47% Add +403.6% 86,570 $16.5M
Sigma Planning Corp 0.42% Reduce -10.8% 86,544 $16.5M
Gladstone Institutional Advisory LLC 0.52% Add +22.1% 86,525 $16.5M
Kestra Private Wealth Services, LLC 0.18% Reduce 0.0% 86,130 $16.4M
Pallas Capital Advisors LLC 0.50% Reduce -0.6% 84,635 $16.1M
United Bank 4.89% Add +1.2% 84,395 $16.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -88.5% 84,308 $16.1M
Lodestar Private Asset Management LLC 1.38% Reduce -2.5% 83,529 $15.9M
Scotia Capital Inc. 0.06% Add +10.3% 83,436 $15.9M
Concentric Capital Strategies, LP 0.98% Add +70.8% 83,174 $15.8M
Sowell Financial Services LLC 0.52% Reduce -0.6% 83,110 $15.8M
Simplicity Wealth,LLC 0.53% Add +156.0% 83,069 $15.8M
Shepherd Financial Partners LLC 1.29% Reduce -3.6% 82,563 $15.7M
Tsfg, LLC 1.96% Reduce -3.9% 81,798 $15.6M
CIBC Bancorp USA Inc. 0.02% Add +1.0% 80,829 $15.4M
Transamerica Financial Advisors, LLC 1.30% Reduce -21.7% 80,770 $15.4M
SG Americas Securities, LLC 0.01% Reduce -64.0% 80,272 $15.3M
Harbour Investments, Inc. 0.21% Add +6.7% 80,050 $15.3M
Cary Street Partners Financial LLC 0.33% Reduce -0.4% 79,351 $15.1M
Mesirow Financial Investment Management, Inc. 0.24% Reduce -0.1% 79,078 $15.1M
Renaissance Technologies 0.02% Add +1190.8% 79,000 $15.1M
Sequent Planning LLC 3.21% Add +5.1% 78,796 $15.0M
Caliber Wealth Management, LLC / KS 1.45% Reduce -2.4% 78,689 $15.0M
Sepio Capital, LP 0.75% Add +0.1% 78,412 $14.9M
Sage Capital Advisors,llc 3.09% Add +19.7% 78,002 $14.9M
Chesapeake Wealth Management 4.17% Reduce -2.7% 77,961 $14.9M
Roundview Capital LLC 0.81% Add +4.8% 77,634 $14.8M
NFSG Corp 1.83% Reduce -0.1% 77,532 $14.8M
Darwin Wealth Management, LLC 4.03% Reduce -0.4% 77,222 $14.7M
McCollum Christoferson Group LLC 4.26% Add +38.2% 77,149 $14.7M
Global Wealth Strategies & Associates 2.76% Add +1008.4% 76,299 $14.5M
Kennicott Capital Management LLC 6.73% Reduce -0.8% 76,223 $14.5M
Global Retirement Partners, LLC 0.22% — 75,448 $14.4M
HBW Advisory Services LLC 1.30% Add +2.0% 75,364 $14.4M
Rothschild Capital Partners, LLC 3.09% Add +3.1% 75,349 $14.4M
Markin Asset Management, LP 12.27% Add +6.7% 75,236 $14.3M
Duncker Streett & Co. Inc. 2.42% Add +43.4% 75,165 $14.3M
Bank of New York Mellon Corp 0.00% Reduce -5.7% 74,625 $14.2M
O'ROURKE & COMPANY, Inc 4.94% Add +3.5% 74,330 $14.2M
MV Capital Management, Inc. 1.25% Reduce -0.3% 73,723 $14.0M
Vise Technologies, Inc. 0.16% Add +88.4% 73,695 $14.0M
Stockman Wealth Management, Inc. 1.43% Reduce -4.6% 72,833 $13.9M
AAFMAA Wealth Management & Trust LLC 4.83% Add +1.2% 72,597 $13.8M
Advisory Solutions Group, LLC 4.72% — 72,376 $13.8M
Pine Valley Investments Ltd Liability Co 0.58% Add +3.9% 71,882 $13.7M
Kovack Advisors, Inc. 0.66% Add +1.2% 73,153 $13.7M
Horizon Financial Services, LLC 5.22% Add +15.5% 71,384 $13.6M
James Investment Research, Inc. 1.38% Add +23.9% 71,073 $13.5M
Innealta Capital, LLC 7.20% Reduce -25.6% 70,838 $13.5M
Pachira Investments Inc. 5.09% Add +8.4% 70,786 $13.5M
Insight Wealth Strategies, LLC 1.31% Reduce -0.3% 72,545 $13.5M
Alliancebernstein L.P. 0.00% Reduce -23.3% 101,166 $13.4M
MontVue Capital Management, Inc. 7.71% Reduce -1.3% 70,377 $13.4M
Fiduciary Group, LLC 1.05% Add +1.6% 70,374 $13.4M
Centennial Bank 4.31% Add +13.8% 70,358 $13.4M
Founders Grove Wealth Partners, LLC 2.67% Reduce -3.7% 70,184 $13.4M
Sykon Capital LLC 4.11% Add +1314.9% 70,121 $13.4M
Accurate Wealth Management, LLC 1.27% Add +117.3% 71,698 $13.3M
Patten & Patten Inc. 0.70% Add +33.9% 69,511 $13.2M
Narus Financial Partners, LLC 3.39% Add +0.7% 69,259 $13.2M
SkyOak Wealth, LLC 2.15% Reduce -0.2% 69,234 $13.2M
Atlantic Union Bankshares Corp 0.22% Add +0.4% 68,929 $13.1M
Fairvoy Private Wealth, LLC 2.65% Add +30.9% 68,763 $13.1M
Wall Capital Group, Inc. 10.71% New 68,648 $13.1M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.61% No change 68,492 $13.0M
First Merchants Corp. 0.46% Add +0.5% 68,432 $13.0M
Ciovacco Capital Management LLC 5.73% Add +131.4% 67,618 $12.9M
Foronjy Financial LLC 4.73% Reduce -4.2% 67,520 $12.9M
IFP Advisors, Inc 0.23% Add +4.1% 67,401 $12.8M
Zurich Insurance Group Ltd 0.09% New 67,380 $12.8M
HB Wealth Management, LLC 0.07% Add +1.9% 67,347 $12.8M
Sage Capital Management, LLC 4.98% Add +0.9% 67,001 $12.8M
Leuthold Group, LLC 1.28% Reduce -5.2% 66,606 $12.7M
Loudon Investment Management, LLC 6.22% Add +6.4% 66,455 $12.7M
SMI Advisory Services, LLC 2.05% Add +135.2% 68,939 $12.7M
Clifford Swan Investment Counsel LLC 0.41% No change 66,256 $12.6M
Kanawha Capital Management LLC 0.82% Add +0.2% 66,030 $12.6M
Baker Avenue Asset Management, LP 0.24% Add +7.3% 65,628 $12.5M
Zullo Investment Group, Inc. 4.25% Reduce -3.9% 65,396 $12.5M
Clarus Wealth Advisors 4.79% Reduce -11.4% 68,461 $12.4M
MidFirst Bank 0.88% Reduce -0.9% 64,967 $12.4M
One Charles Private Wealth Services, LLC 2.85% Reduce -0.3% 64,884 $12.4M
Cranbrook Wealth Management, LLC 2.31% Add +0.7% 64,756 $12.3M
10Elms LLP 5.51% Add +26.6% 64,504 $12.3M
Maven Securities LTD 0.86% Add +40.6% 64,275 $12.3M
CDM Financial Counseling Services, Inc. 10.52% Reduce -3.6% 64,098 $12.2M
Avior Wealth Management, LLC 0.32% Add +45.0% 63,676 $12.1M
Natixis Advisors, LLC 0.01% Reduce -0.6% 63,080 $12.0M
Evercore Wealth Management, LLC 0.17% Add +6.5% 62,658 $11.9M
Clearstead Advisors, LLC 0.11% Reduce -15.9% 62,553 $11.9M
Wedbush Securities Inc. 0.30% Reduce -2.7% 61,815 $11.8M
Bridgelight Financial Advisors, Inc. 8.04% Reduce -28.2% 61,570 $11.7M
Jmac Enterprises LLC 1.97% Reduce -10.1% 61,512 $11.7M
Royal Fund Management, LLC 0.97% Add +319.1% 61,305 $11.7M
Snowden Capital Advisors LLC 0.28% Reduce -2.2% 61,128 $11.6M
Trust Co 1.05% Reduce -3.4% 61,025 $11.6M
Private Wealth Advisors, LLC 3.46% Add +20.9% 60,760 $11.6M
Ironwood Wealth Management, Inc. 4.89% Reduce -3.9% 62,441 $11.6M
Diversify Advisory Services, LLC 0.19% Add +1323.9% 66,339 $11.6M
Diversify Wealth Management, LLC 0.19% Reduce -4.1% 66,339 $11.6M
Adams Diversified Equity Fund, Inc. 0.35% New 60,600 $11.5M
Concord Investment Counsel Inc. 3.15% Reduce -0.1% 60,531 $11.5M
Tritonpoint Wealth, LLC 1.13% Reduce -8.1% 60,504 $11.5M
TritonPoint Partners, LLC 0.96% New 60,504 $11.5M
Capital Planning LLC 3.34% Reduce -8.7% 60,223 $11.5M
Alliance Wealth Advisors, LLC 2.15% Add +10.7% 59,824 $11.4M
Qube Research & Technologies Ltd 0.01% Reduce -54.3% 59,804 $11.4M
Massachusetts Wealth Management 4.32% Add +1.1% 59,455 $11.3M
Credit Agricole S A 0.03% Reduce -46.0% 59,311 $11.3M
Journey Advisory Group, LLC 0.86% Reduce -0.3% 59,168 $11.3M
Regions Financial Corp. 0.07% Reduce -0.0% 59,138 $11.3M
Crews Bank & Trust 1.47% Reduce -2.2% 59,069 $11.3M
LYNX Capital Group Ltd. 4.52% Reduce -0.9% 58,814 $11.2M
Foundations Investment Advisors, LLC 0.11% Reduce -44.3% 57,869 $11.0M
Nwam LLC 0.55% Add +4.5% 57,859 $11.0M
Serenus Wealth Advisors, LLC 1.92% Add +0.2% 57,814 $11.0M
Colony Family Offices, LLC 2.42% No change 57,792 $11.0M
Cooper Capital Advisors LLC 4.74% New 57,401 $10.9M
Cornerstone Wealth Group, LLC 0.65% Reduce -15.9% 56,926 $10.8M
Perigon Wealth Management, LLC 0.17% Add +13.3% 56,903 $10.8M
Round Rock Advisors LLC 1.39% Reduce -1.8% 56,686 $10.8M
CacheTech Inc. 1.75% Reduce -12.6% 56,610 $10.8M
WESPAC Advisors SoCal, LLC 1.92% Reduce -3.0% 56,083 $10.7M
Geneos Wealth Management Inc. 0.22% Add +178.6% 56,067 $10.7M
Snider Financial Group 2.72% Reduce -8.1% 56,015 $10.7M
Ring Mountain Capital, LLC 4.47% Reduce -0.1% 55,870 $10.6M
Webster Bank, N. A. 0.92% Reduce -2.4% 55,810 $10.6M
Boltwood Capital Management 2.44% Reduce -0.7% 55,807 $10.6M
Donaldson Capital Management, LLC 0.30% Reduce -10.2% 55,751 $10.6M
Compound Planning, Inc. 0.28% Add +15.0% 55,362 $10.5M
Sherman Asset Management, Inc. 8.16% Reduce -2.3% 55,193 $10.5M
L. Roy Papp & Associates, LLP 1.10% Reduce -12.9% 55,162 $10.5M
Taiyo Life Insurance Co. 0.96% New 55,000 $10.5M
Geremia Financial Services, LLC 11.09% Add +1.2% 54,892 $10.5M
Quadcap Wealth Management, LLC 1.02% Add +1.2% 54,792 $10.4M
World Investment Advisors 0.17% Reduce -16.6% 66,094 $10.4M
NewEdge Wealth, LLC 0.10% Add +15.9% 54,670 $10.4M
Dynamic Advisor Solutions LLC 0.30% Add +9.5% 54,649 $10.4M
Strategic Equity Management 3.49% New 54,572 $10.4M
Foster Dykema Cabot & Partners, LLC 0.60% No change 54,152 $10.3M
Continuum Wealth Advisors, LLC 3.47% New 53,898 $10.3M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -25.4% 53,041 $10.1M
Advisors Preferred, LLC 1.56% New 55,839 $10.1M
Burns J W & Co. Inc. 1.05% Reduce -1.9% 52,914 $10.1M
Thoma Capital Management LLC 5.34% Reduce -20.9% 52,541 $10.0M
StoneX Group Inc. 0.40% Add +3.0% 52,470 $10.0M
January Capital Advisors LLC 8.35% Add +185.7% 52,413 $10.0M
Parsons Capital Management Inc. 0.45% Reduce -1.4% 52,374 $10.0M
Fiera Capital Corp 0.04% Reduce -11.1% 52,342 $10.0M
Occidental Asset Management, LLC 0.99% Add +1.1% 52,165 $9.9M
Thor Trading Advisors, LLC 3.11% Add +2798.6% 51,942 $9.9M
New Wave Wealth Advisors LLC 2.68% Add +19.0% 51,436 $9.8M
Regal Investment Advisors LLC 0.51% Reduce -10.8% 51,191 $9.8M
Manchester Capital Management LLC 1.27% Reduce -1.5% 51,055 $9.7M
SCS Capital Management LLC 0.09% No change 51,031 $9.7M
Wealthcare Advisory Partners LLC 0.18% Reduce -12.2% 51,030 $9.7M
Aventus Investment Advisors, Inc. 7.12% Add +1.0% 51,015 $9.7M
Mission Wealth Management, LP 0.12% Add +19.9% 51,000 $9.7M
Belpointe Asset Management LLC 0.32% Add +18.2% 50,997 $9.7M
Apollon Wealth Management, LLC 0.12% Add +44.1% 50,840 $9.7M
Okabena Investment Services Inc. 1.73% Add +2.1% 50,798 $9.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.23% Add +82.5% 50,760 $9.7M
Mountain Hill Investment Partners Corp. 5.46% Reduce -0.2% 50,563 $9.6M
Brookstone Capital Management 0.10% Add +29.2% 50,383 $9.6M
Adams Wealth Management 1.84% Reduce -16.0% 50,306 $9.6M
Up Capital Management, Inc. 7.41% Reduce -2.9% 50,290 $9.6M
Cullen/Frost Bankers, Inc. 0.09% Add +7.0% 50,251 $9.6M
D L Carlson Investment Group Inc. 1.51% Add +609.7% 49,672 $9.5M
C2C Wealth Management, LLC 7.35% Add +6.2% 49,254 $9.4M
Ashton Thomas Securities, LLC 1.39% Add +5.0% 49,312 $9.4M
Impact Partnership Wealth, LLC 0.91% Add +125.9% 49,230 $9.4M
Integrity Alliance, Llc. 0.29% Add +27.1% 49,118 $9.4M
Calton & Associates, Inc. 1.37% Reduce -27.3% 49,063 $9.3M
BigSur Wealth Management LLC 2.24% Add +8.9% 48,864 $9.3M
Lake Hills Wealth Management, LLC 4.22% Reduce -10.5% 48,683 $9.3M
Trinity Wealth Management, LLC 2.94% Add +35.3% 48,605 $9.3M
Destiny Capital Corp 4.27% Reduce -0.3% 48,244 $9.2M
SBI Securities Co., Ltd. 0.21% Reduce -0.2% 48,227 $9.2M
Capital Investment Counsel, LLC 1.14% Add +2.6% 48,138 $9.2M
Bouchey Financial Group, Ltd. 0.59% Reduce -1.8% 48,058 $9.2M
Valeo Financial Advisors, LLC 0.19% Reduce -10.1% 48,004 $9.1M
IFG Advisory, LLC 0.32% New 47,886 $9.1M
Bessemer Group Inc. 0.01% Add +2.3% 47,880 $9.1M
Creative Financial Designs Inc. 0.43% Add +125.1% 47,787 $9.1M
Constitution Capital LLC 4.65% Reduce -2.1% 47,550 $9.1M
Mgo One Seven LLC 0.15% Reduce -0.0% 47,306 $9.0M
Sharper & Granite LLC 2.79% Reduce -3.1% 47,275 $9.0M
Perennial Investment Advisors, LLC 0.60% Add +0.7% 47,110 $9.0M
Prestige Wealth Management Group LLC 1.62% Add +0.2% 46,870 $8.9M
Equity Wealth Partners, LLC 3.20% Add +0.5% 46,796 $8.9M
Harbor Capital Advisors, Inc. 0.61% Reduce -44.2% 46,657 $8.9M
Capstone Wealth Management Group, Inc. 5.30% — 46,186 $8.8M
Florida Financial Advisors, LLC 1.48% Reduce -5.8% 46,112 $8.8M
Alliance Private Wealth, LLC 3.05% Reduce -10.4% 46,082 $8.8M
Legacy Private Trust Co. 0.49% Reduce -2.9% 46,071 $8.8M
JFS Wealth Advisors, LLC 0.44% Add +5.9% 46,064 $8.8M
Glenview Trust Co 0.12% Add +2.2% 45,890 $8.7M
Balance Wealth Partners LLC 2.32% Add +17.7% 45,770 $8.7M
MMBG Investment Advisors Co. 0.68% Reduce -4.6% 45,230 $8.6M
Fingerlakes Wealth Management, Inc. 4.63% Add +0.4% 45,201 $8.6M
Integral Investment Advisors, Inc. 1.89% Reduce -4.9% 45,009 $8.6M
Pinnacle Associates Ltd. 0.09% Reduce -0.8% 44,482 $8.5M
Fidelis Capital Partners, LLC 0.49% Add +58.1% 44,474 $8.5M
RMR Wealth Builders 0.52% Add +6.2% 44,148 $8.4M
Kingstone Capital Partners Texas, LLC 4.47% Reduce -3.3% 44,095 $8.4M
Orleans Capital Management Corp. 4.30% Reduce -0.2% 43,670 $8.3M
Acorn Wealth Advisors, LLC 2.02% Reduce -0.1% 43,549 $8.3M
Corsicana & Co. 4.01% Add +89.8% 43,444 $8.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -8.3% 43,440 $8.3M
Northstar Advisory Group, LLC 2.57% Add +162.8% 43,367 $8.3M
Clay Northam Wealth Management, LLC 4.05% Reduce -0.2% 43,256 $8.2M
American Money Management, LLC 1.18% Add +0.5% 43,187 $8.2M
Milestone Investment Advisors LLC 1.77% Reduce -0.5% 42,956 $8.2M
Absolute Capital Management, LLC 2.04% Reduce -0.7% 42,933 $8.2M
RiverGlades Family Offices LLC 3.75% Reduce -1.4% 42,920 $8.2M
Ballentine Partners, LLC 0.10% Add +5.0% 42,910 $8.2M
San Luis Wealth Advisors LLC 1.23% Add +0.2% 42,763 $8.1M
Flagship Harbor Advisors, LLC 0.31% Reduce -56.3% 42,737 $8.1M
Institute for Wealth Management, LLC. 0.72% Reduce -1.0% 42,561 $8.1M
Canton Hathaway, LLC 1.55% Add +0.7% 42,473 $8.1M
WealthShield Partners, LLC 1.24% Reduce -5.4% 42,431 $8.1M
Joseph P. Lucia & Associates, LLC 2.43% Reduce -1.5% 42,378 $8.1M
Laurel Wealth Advisors LLC 0.78% Add +0.1% 42,213 $8.0M
Mechanics Bank Trust Department 0.99% Reduce -7.7% 42,186 $8.0M
Crew Capital Management, Ltd 4.39% Reduce -5.3% 42,131 $8.0M
Narwhal Capital Management 0.55% No change 42,000 $8.0M
St. Johns Investment Management Company, LLC 2.99% Reduce -0.5% 41,564 $7.9M
Teucrium Investment Advisors, LLC 7.01% New 41,329 $7.9M
Pacific Sun Financial Corp 3.25% Add +0.6% 41,302 $7.9M
Sharp Wealth Advisory, LLC 3.64% New 41,238 $7.9M
Bank of Marin 5.48% Reduce -3.3% 41,140 $7.8M
Providence First Trust Co 2.19% Reduce -15.8% 41,109 $7.8M
Transcend Capital Advisors, LLC 0.53% Reduce -0.3% 40,970 $7.8M
CreativeOne Wealth, LLC 0.17% Add +2.0% 40,943 $7.8M
Westside Investment Management, Inc. 1.02% Reduce -0.5% 40,872 $7.8M
Financial Enhancement Group LLC 0.93% New 40,765 $7.8M
Caprock Group, LLC 0.15% Reduce -2.6% 40,615 $7.7M
Dumont & Blake Investment Advisors LLC 1.73% Add +2.1% 40,322 $7.7M
Financial Engines Advisors L.L.C. 0.01% Reduce -6.3% 40,254 $7.7M
Bokf, NA 0.11% Reduce -10.5% 40,249 $7.7M
Farmers & Merchants Trust Co of Chambersburg PA 1.94% Reduce -1.4% 40,142 $7.6M
Curat Global, LLC 6.17% Reduce -44.3% 34,014 $7.5M
Harrell Investment Partners, LLC 1.63% Add +3.3% 39,403 $7.5M
Estate Counselors, LLC 0.65% Reduce -2.0% 39,380 $7.5M
Mathes Company, Inc. 2.33% No change 39,300 $7.5M
Silver Oak Securities, Incorporated 0.45% Add +25.8% 39,293 $7.5M
CENTRAL TRUST Co 0.14% Add +1.7% 39,246 $7.5M
Rehmann Capital Advisory Group 0.34% Add +88.3% 39,063 $7.4M
International Assets Investment Management, LLC 0.44% Add +4.4% 39,813 $7.4M
First National Bank of Hutchinson 4.05% Add +3.9% 38,758 $7.4M
Daymark Wealth Partners, LLC 0.18% Add +2.6% 38,758 $7.4M
Staley Capital Advisers Inc. 0.29% No change 38,452 $7.3M
Abbot Financial Management, Inc. 2.68% Reduce -0.3% 38,315 $7.3M
Acorns Advisers, LLC 0.05% Add +3.2% 38,056 $7.3M
Colton Groome Financial Advisors, LLC 1.75% Add +15.0% 37,887 $7.2M
Choreo, LLC 0.08% Reduce -6.5% 37,583 $7.2M
Cornerstone Wealth Management, LLC 0.31% Add +3.8% 37,552 $7.2M
IFC Advisors LLC 0.90% Reduce -4.4% 37,363 $7.1M
AdvisorShares Investments LLC 0.86% Reduce -25.0% 37,347 $7.1M
Rockingstone Advisors LLC 2.84% Add +1.3% 37,131 $7.1M
J. Goldman & Co LP 0.25% Reduce -77.7% 37,113 $7.1M
Spartan Wealth Advisory Services LLC 0.58% Add +49.6% 37,094 $7.1M
Patton Albertson Miller Group, LLC 0.70% Add +0.1% 37,073 $7.1M
Williams Jones Wealth Management, LLC. 0.08% Add +0.1% 36,948 $7.0M
Simon Quick Advisors, LLC 0.28% Add +7.5% 36,708 $7.0M
Evanson Financial, LLC 0.34% — 36,674 $7.0M
Dodds Wealth, LLC 1.57% Add +0.3% 36,621 $7.0M
5th Street Advisors, LLC 2.70% Reduce -1.1% 36,552 $7.0M
Sunrise Financial Services, LLC 4.14% Add +3.2% 36,547 $7.0M
Mezzasalma Advisors, LLC 1.40% Add +21.1% 52,454 $7.0M
Whittier Trust Co. 0.07% Reduce -2.2% 37,901 $7.0M
First Business Financial Services, Inc. 0.54% No change 36,498 $7.0M
Valmark Advisers, Inc. 0.07% Reduce -8.9% 36,477 $6.9M
Ausdal Financial Partners, Inc. 0.27% Add +18.4% 36,461 $6.9M
Meridian Wealth Management, LLC 0.21% Add +31.4% 36,329 $6.9M
Cresta Advisors, Ltd. 2.48% Add +1.0% 36,256 $6.9M
RCW Management, LLC 6.17% No change 36,107 $6.9M
Cary Street Partners Investment Advisory LLC 1.39% Reduce -5.9% 36,102 $6.9M
Capitol Family Office, Inc. 7.26% Add +4.2% 36,094 $6.9M
Agate Pass Investment Management, LLC 2.53% Add +5.1% 36,075 $6.9M
Menora Mivtachim Holdings LTD. 0.03% Reduce -73.7% 35,790 $6.8M
NBT Bank, N.A. 0.45% Add +1.4% 35,719 $6.8M
First Heartland Consultants, Inc. 0.44% Add +105.8% 35,651 $6.8M
Washington Growth Strategies LLC 3.76% Add +0.5% 35,573 $6.8M
Meridian Wealth Advisors, LLC 0.77% Add +2.7% 35,542 $6.8M
Warren Street Wealth Advisors, LLC 1.53% Reduce -0.4% 35,517 $6.8M
Cadent Capital Advisors, LLC 1.40% Add +12.6% 35,451 $6.8M
KFA Private Wealth Group, LLC 1.62% Reduce -46.2% 35,256 $6.7M
Windsor Capital Management, LLC 1.75% Reduce -3.4% 35,249 $6.7M
Lanark Financial, Inc. 0.45% Add +1.1% 35,166 $6.7M
Vident Advisory, LLC 0.05% Add +701.9% 35,059 $6.7M
Shulman DeMeo Asset Management LLC 1.25% Add +0.1% 35,055 $6.7M
Pettyjohn, Wood & White, Inc. 0.97% Add +1.3% 35,053 $6.7M
Chicago Partners Investment Group LLC 0.13% Add +2.3% 37,405 $6.7M
Elk River Wealth Management LLC 1.06% Add +17.4% 35,035 $6.7M
Freestone Capital Holdings, LLC 0.17% Add +159.6% 34,949 $6.7M
Archford Capital Strategies, LLC 0.67% Add +8.7% 34,831 $6.6M
Plimoth Trust Co. LLC 1.32% Reduce -2.2% 34,758 $6.6M
Symmetry Investments LP 0.73% Reduce -31.7% 34,732 $6.6M
Stratos Wealth Advisors, LLC 0.36% Reduce -2.4% 34,528 $6.6M
Private Advisory Group LLC 0.36% Reduce -0.5% 34,282 $6.5M
Channel Wealth LLC 1.46% Reduce -30.0% 34,236 $6.5M
Twin Focus Capital Partners, LLC 0.66% Add +5.4% 34,226 $6.5M
Moneywise, Inc. 2.40% New 33,719 $6.4M
Point Windward Advisors Inc. 2.85% Reduce -0.1% 33,503 $6.4M
Fulcrum Equity Management 5.15% Reduce -3.8% 33,430 $6.4M
Rollins Financial Advisors, LLC 0.84% Add +0.9% 33,415 $6.4M
First Financial Bank - Trust Division 0.45% Reduce -1.7% 33,215 $6.3M
Caldwell Trust Co 0.51% Add +1.8% 33,211 $6.3M
Strategic Advisors LLC 1.38% Add +1.3% 33,159 $6.3M
Lyell Wealth Management, LP 0.39% Add +3.8% 33,020 $6.3M
UNIVEST FINANCIAL Corp 0.31% Add +1.2% 32,897 $6.3M
Heritage Wealth Advisors 0.21% Add +0.5% 32,855 $6.3M
Simplex Trading, LLC 0.16% Add +10.4% 32,789 $6.2M
EPG Wealth Management LLC 1.50% Add +1.3% 32,748 $6.2M
Union Bancaire Privee, UBP SA 0.07% Reduce -42.4% 33,614 $6.2M
Howe & Rusling Inc. 0.36% Add +9.9% 32,644 $6.2M
Wesbanco Bank Inc. 0.15% No change 32,625 $6.2M
Stock Yards Bank & Trust Co. 0.18% Add +2.7% 32,584 $6.2M
D.B. Root & Company, LLC 1.32% Reduce -2.4% 32,544 $6.2M
Moneta Group Investment Advisors LLC 0.05% Add +34.7% 32,463 $6.2M
Eclectic Associates Inc. 0.70% Reduce -22.6% 32,384 $6.2M
Arete Wealth Advisors, LLC 0.41% Add +7.3% 32,288 $6.1M
Financial Insights, Inc. 1.67% Reduce -1.8% 32,275 $6.1M
Principal Securities, Inc. 0.07% Reduce -1.7% 32,137 $6.1M
Northland Securities, Inc. 3.56% Add +5.6% 32,091 $6.1M
XTX Topco Ltd 0.08% Add +170.4% 32,033 $6.1M
RH Tailwind Management, LLC 2.85% New 32,000 $6.1M
MKT Advisors LLC 1.89% Add +0.7% 33,966 $6.1M
Peddock Capital Advisors, LLC 1.21% Add +4.8% 31,931 $6.1M
Successful Portfolios LLC 2.84% Add +1.9% 32,747 $6.1M
First Western Trust Bank 0.30% Add +1754.7% 31,864 $6.1M
KKM Financial LLC 0.83% Reduce -4.9% 31,824 $6.1M
Corrado Advisors, LLC 2.78% Add +0.6% 31,649 $6.0M
Everstar Asset Management, LLC 2.90% Add +58.3% 31,547 $6.0M
TD Private Client Wealth LLC 0.11% Add +5.4% 31,544 $6.0M
Jessup Wealth Management, Inc 1.79% Reduce -22.5% 31,423 $6.0M
Prospera Financial Services Inc 0.09% Add +9.5% 31,350 $6.0M
Kingswood Wealth Advisors, LLC 0.24% Reduce -0.2% 31,047 $5.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.29% Reduce -17.4% 30,961 $5.9M
Elm Partners Management LLC 0.21% Add +13.9% 30,630 $5.8M
Ledyard National Bank 0.47% Reduce -2.4% 30,570 $5.8M
Advisor Resource Council 1.94% Add +2.7% 31,625 $5.8M
Yelin Lapidot Holdings Management Ltd. 1.10% No change 30,460 $5.8M
Theory Financial LLC 1.81% Add +7.5% 30,217 $5.8M
Keudell/Morrison Wealth Management 1.09% Reduce -0.3% 30,216 $5.8M
Butensky & Cohen Financial Security, Inc. 1.42% Reduce -6.9% 30,210 $5.8M
Asset One Wealth Management LLC 0.61% Reduce -4.3% 31,607 $5.7M
Asset Advisory Group, Inc. 2.51% Add +4.2% 30,107 $5.7M
Aua Capital Management, LLC 2.64% Reduce -0.2% 29,884 $5.7M
One Wealth Map LLC 2.63% Reduce -5.8% 33,855 $5.6M
Hansen & Associates Financial Group, Inc. 3.21% Add +176.1% 30,498 $5.6M
Bryn Mawr Trust Advisors, LLC 0.24% Add +1.2% 29,262 $5.6M
Sanchez Gaunt Capital Management, LLC 3.11% Reduce -4.1% 29,236 $5.6M
Contravisory Investment Management, Inc. 0.98% Add +104.7% 29,233 $5.6M
Realta Investment Advisors 1.73% Reduce -4.9% 29,230 $5.6M
FUKOKU MUTUAL LIFE INSURANCE Co 0.32% New 29,200 $5.6M
Country Trust Bank 0.10% Reduce -5.9% 28,826 $5.5M
Parallel Advisors, LLC 0.08% Reduce -0.4% 28,818 $5.5M
Crestwood Advisors Group, LLC 0.08% Reduce -8.8% 28,790 $5.5M
E&G Advisors, LLC 1.06% Add +1.4% 28,763 $5.5M
Strategic Financial Partners, Ltd. 2.06% Add +24.1% 28,714 $5.5M
Q3 Asset Management 1.00% New 28,699 $5.5M
Retirement Planning Group, LLC 0.14% Add +0.0% 28,625 $5.5M
Soltis Investment Advisors LLC 0.31% Add +3.3% 28,588 $5.4M
PFG Advisors 0.27% Reduce -11.7% 28,504 $5.4M
David J Yvars Group 2.67% Reduce -0.0% 28,492 $5.4M
Parallax Volatility Advisers, L.P. 0.25% New 28,460 $5.4M
Atlas Legacy Advisors, LLC 0.80% Add +20.5% 28,572 $5.4M
Gateway Wealth Partners, LLC 0.32% Reduce -48.1% 28,318 $5.4M
Algorithmic Investment Models, LLC 6.24% Reduce -29.5% 28,301 $5.4M
Symmetry Partners, LLC 0.27% Reduce -33.9% 28,241 $5.4M
First Citizens Bank & Trust Co. 0.08% Reduce -7.5% 28,201 $5.4M
Keel Point, LLC 0.32% Add +1.0% 28,112 $5.4M
Hilltop Holdings Inc. 0.43% Add +6.0% 28,016 $5.3M
Delta Financial Advisors LLC 1.27% Reduce -0.5% 27,970 $5.3M
Disciplined Investors, L.L.C. 2.66% Add +2.8% 27,873 $5.3M
PCG Asset Management, LLC 3.80% Reduce -1.7% 27,815 $5.3M
LifeSteps Financial, Inc. 2.42% Reduce -1.7% 27,240 $5.2M
Spreng Capital Management, Inc. 1.89% Reduce -0.5% 27,225 $5.2M
Blue Zone Wealth Advisors, LLC 0.90% Add +0.0% 27,151 $5.2M
Rothschild Wealth LLC 0.41% Add +53.9% 27,056 $5.2M
Ibex Wealth Advisors 0.40% Reduce -3.6% 27,050 $5.2M
Bulltick Wealth Management, LLC 1.05% Add +121.2% 26,956 $5.1M
Warner Group LLC 1.26% Add +94.2% 26,768 $5.1M
Csenge Advisory Group 0.21% Add +2.8% 26,723 $5.1M
Pure Financial Advisors, LLC 0.07% Reduce -0.1% 26,679 $5.1M
Redwood Financial Network Corp 2.82% Reduce -0.9% 26,659 $5.1M
PeakShares LLC 3.77% Reduce -35.1% 26,581 $5.1M
Tucker Asset Management LLC 1.25% Add +1325.0% 26,491 $5.0M
Capital Investment Advisory Services, LLC 0.31% Add +24.6% 26,466 $5.0M
Waterloo Capital, L.P. 0.28% Add +91.7% 26,438 $5.0M
Acropolis Investment Management, LLC 0.20% Reduce -6.5% 26,366 $5.0M
Moulton Wealth Management, Inc. 3.30% New 26,921 $5.0M
Atticus Wealth Management, LLC 1.19% Reduce -2.4% 26,292 $5.0M
Sendero Wealth Management, LLC 0.50% No change 26,272 $5.0M
Point Nemo Capital, LLC 2.53% New 26,177 $5.0M
Bleakley Financial Group, LLC 0.06% Add +16.6% 26,173 $5.0M
JMG Financial Group, Ltd. 0.12% No change 26,154 $5.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.55% Reduce -2.2% 26,143 $5.0M
Emergent Wealth Advisors, LLC 2.59% Reduce -6.8% 28,588 $5.0M
Sigma Investment Counselors Inc. 0.24% Reduce -7.2% 26,050 $5.0M
EverSource Wealth Advisors, LLC 0.17% Reduce -3.4% 26,031 $5.0M
Cornerstone National Bank & Trust Co 1.67% Add +8.3% 26,696 $5.0M
Asset Management One Co., Ltd. 0.01% Reduce -38.5% 25,943 $4.9M
Palisade Capital Management, LP 0.24% No change 25,894 $4.9M
SageGuard Financial Group, LLC 0.69% Reduce -45.3% 25,872 $4.9M
Cypress Capital Group 0.46% Add +18.4% 25,799 $4.9M
Ticino Wealth 1.55% New 25,793 $4.9M
Fisher Asset Management 0.00% Add +2.1% 25,735 $4.9M
Vivid Wealth Management, LLC 1.72% Reduce -7.2% 25,710 $4.9M
Vilga Financial Planning LLC 3.70% Reduce -1.1% 25,620 $4.9M
Hurley Capital, LLC 2.53% Add +1.2% 25,593 $4.9M
SBI Okasan Asset Management Co.Ltd. 0.16% Reduce -41.1% 26,290 $4.9M
Magnus Financial Group LLC 0.35% Add +0.9% 25,576 $4.9M
West Financial Advisors, LLC 0.74% New 25,574 $4.9M
Maridea Wealth Management LLC 0.53% Add +13.7% 25,565 $4.9M
Fortis Capital Advisors, LLC 0.55% Reduce -4.0% 25,559 $4.9M
Bay Capital Advisors, LLC 2.60% Reduce -3.5% 25,494 $4.9M
Roberts Wealth Advisors, LLC 1.10% Reduce -4.2% 25,338 $4.8M
Aptus Capital Advisors, LLC 0.04% Add +18.1% 25,322 $4.8M
Compass Financial Group, Inc. (Ohio) 3.21% Reduce -13.9% 25,183 $4.8M
Investment Advisory Services Inc. /TX 1.38% Reduce -0.1% 25,178 $4.8M
RVW Wealth, LLC 0.32% No change 25,160 $4.8M
Nuveen, LLC 0.00% New 25,010 $4.8M
Jacobs Equity LLC 3.28% Add +11.2% 24,936 $4.8M
Clark Financial Services Group Inc. 2.24% Add +0.2% 24,919 $4.7M
Cassaday & Co Wealth Management LLC 0.09% Add +1.7% 24,874 $4.7M
Yoder Wealth Management, Inc. 1.85% Reduce -6.0% 24,857 $4.7M
Oxford Wealth Group, LLC 2.10% Reduce -1.2% 24,619 $4.7M
Sentinel Trust Co. Lba 0.42% No change 24,616 $4.7M
Ames National Corp. 2.57% Add +0.1% 24,513 $4.7M
Solutions 4 Wealth, Ltd 5.98% Add +0.1% 24,333 $4.6M
Flagstar Securities, Inc. 1.40% Add +10.8% 24,260 $4.6M
Elite Wealth Management, Inc. 1.37% No change 24,220 $4.6M
Innova Wealth Partners 1.91% Add +520.0% 24,180 $4.6M
Daybright Advisory Services, Inc. 1.10% Add +13.8% 26,194 $4.6M
CWA Asset Management Group, LLC 0.14% Reduce -0.3% 24,055 $4.6M
MLG Wealth Management DBA Pine Grove Financial Group 0.46% Add +1.1% 23,904 $4.6M
FF Advisors,LLC 1.71% Add +1.9% 23,933 $4.6M
Appleton Partners Inc. 0.28% Add +1.8% 23,910 $4.6M
Wedmont Private Capital 0.12% Add +0.1% 24,453 $4.5M
1607 Capital Partners, LLC 0.40% Add +347.7% 23,820 $4.5M
BBR Partners, LLC 0.21% Add +0.0% 23,757 $4.5M
SeaCrest Wealth Management, LLC 0.50% Reduce -0.8% 23,731 $4.5M
National Philanthropic Trust 0.07% Add +97.4% 23,655 $4.5M
Verus Capital Partners, LLC 0.24% Add +6.2% 23,595 $4.5M
Vontobel Holding Ltd. 0.01% Add +145.8% 23,572 $4.5M
Hudson Value Partners, LLC 1.12% Add +0.5% 23,460 $4.5M
Focus Partners Advisor Solutions, LLC 0.04% Reduce -11.9% 23,437 $4.5M
Bfsg, LLC 0.40% Reduce -11.4% 23,420 $4.5M
Tactive Advisors, LLC 1.09% Add +3.5% 23,176 $4.4M
Itau Unibanco Holding S.A. 0.09% Reduce -72.9% 23,157 $4.4M
CPA Asset Management Group, LLC 1.27% Reduce -0.2% 23,095 $4.4M
VestGen Advisors, LLC 0.13% Reduce -17.6% 23,081 $4.4M
Brighton Jones LLC 0.08% Add +9.2% 23,070 $4.4M
Nova Wealth Management, Inc. 2.42% Reduce -18.0% 23,035 $4.4M
Vertex Investment Solutions Co., Ltd. 2.96% Reduce -49.0% 23,500 $4.4M
Sonata Capital Group Inc. 1.41% Add +3.3% 23,003 $4.4M
Capital Asset Advisory Services LLC 0.16% Reduce -4.2% 22,958 $4.4M
Goldstein Advisors, LLC 0.40% Add +29.7% 22,942 $4.4M
Afg Fiduciary Services Limited Partnership 3.42% Reduce -19.9% 24,049 $4.3M
Bryant Woods Investment Advisors, LLC 1.20% New 22,700 $4.3M
AdvisorNet Financial, Inc 0.20% Add +6.3% 22,618 $4.3M
Segment Wealth Management, LLC 0.22% No change 22,612 $4.3M
Collaborative Capital Advisors LLC 2.72% — 22,596 $4.3M
Fiduciary Trust Co 0.05% Reduce -15.2% 22,585 $4.3M
Ally Invest Advisors Inc. 0.26% Reduce -21.8% 22,229 $4.2M
Stonebrook Private Inc. 0.77% Reduce -10.8% 22,159 $4.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +9.2% 22,059 $4.2M
Flputnam Investment Management Co. 0.05% Add +4.7% 21,919 $4.2M
Vaughan David Investments LLC 0.08% Reduce -24.3% 21,847 $4.2M
Insigneo Advisory Services, LLC 0.16% Add +11.8% 21,775 $4.1M
Forum Financial Management, LP 0.05% Reduce -0.3% 21,771 $4.1M
Capital Advisors Inc. 0.06% Reduce -4.4% 21,716 $4.1M
Cladis Investment Advisory, LLC 1.92% Add +1.9% 21,616 $4.1M
Shelton Capital Management 0.08% Reduce -0.0% 21,571 $4.1M
First Citizens Financial Corp 1.71% Reduce -9.0% 21,422 $4.1M
Summit Trail Advisors, LLC 0.05% Reduce -8.5% 21,363 $4.1M
Finley Financial, LLC 1.64% No change 21,360 $4.1M
First National Bank of Omaha 0.11% Reduce -5.3% 21,694 $4.1M
Nixon Peabody Trust Co. 0.29% No change 21,335 $4.1M
North Star Investment Management Corp. 0.22% Reduce -0.1% 21,335 $4.1M
Ranch Capital Advisors Inc. 1.28% Reduce -0.1% 21,175 $4.0M
Heartwood Wealth Advisors LLC 0.31% Reduce -0.6% 21,162 $4.0M
Laraway Financial Advisors Inc 2.44% Add +0.4% 21,066 $4.0M
Keystone Financial Group 0.24% Add +9.4% 21,038 $4.0M
Fagan Associates, Inc. 0.49% Reduce -3.2% 20,968 $4.0M
IMC-Chicago, LLC 0.04% Reduce -8.6% 20,937 $4.0M
Surience Private Wealth LLC 3.50% New 20,886 $4.0M
Van Cleef Asset Management,Inc 0.40% Reduce -14.7% 20,810 $4.0M
PlanVest Financial, Inc 2.65% Reduce -2.0% 20,805 $4.0M
Arbor Wealth Management LLC\AZ 3.52% Add +1.6% 20,795 $4.0M
Cape Ann Savings Bank 1.86% Reduce -1.3% 20,760 $4.0M
Harbour Trust & Investment Management Co 0.38% Reduce -1.1% 20,690 $3.9M
Avantax Planning Partners, Inc. 0.10% Reduce -3.5% 20,524 $3.9M
Orion Porfolio Solutions, LLC 0.03% Reduce -40.5% 20,500 $3.9M
GC Wealth Management RIA, LLC 0.23% Add +57.4% 20,488 $3.9M
Anchyra Partners LLC 0.93% No change 20,386 $3.9M
GAMCO Investors 0.03% Reduce -12.1% 20,300 $3.9M
Kagan Cocozza Asset Management 2.42% Reduce -14.7% 20,283 $3.9M
Independent Advisor Alliance 0.09% Reduce -94.4% 20,283 $3.9M
Clearview Wealth Management LLC 2.48% Reduce -1.9% 20,259 $3.9M
Moss Adams Wealth Advisors LLC 0.24% Add +14.3% 20,248 $3.9M
Trifecta Capital Advisors, LLC 0.50% No change 20,187 $3.8M
Cerro Pacific Wealth Advisors LLC 0.87% Reduce -5.7% 20,132 $3.8M
Lynch & Associates 0.67% Reduce -0.6% 20,113 $3.8M
Koshinski Asset Management, Inc. 0.20% Reduce -8.5% 20,069 $3.8M
TTP Investments, Inc. 1.55% New 20,055 $3.8M
Whittier Trust Co. of Nevada Inc. 0.07% No change 21,189 $3.8M
OneAscent Financial Services LLC 0.18% Reduce -3.2% 19,716 $3.8M
Midwest Professional Planners, LTD. 0.74% Reduce -21.1% 19,688 $3.8M
Hills Bank & Trust Co 0.16% Add +43.0% 19,674 $3.7M
Balboa Wealth Partners 0.51% Reduce -4.8% 19,616 $3.7M
Verum Partners LLC 0.56% Add +3.0% 19,540 $3.7M
Bluespring Wealth Management, LLC 0.07% Add +205.0% 19,398 $3.7M
Principle Wealth Partners LLC 0.18% Add +0.7% 19,381 $3.7M
XML Financial, LLC 0.27% Add +15.5% 19,360 $3.7M
Searle & Co. 0.83% Add +3.5% 19,330 $3.7M
Mattern Wealth Management LLC 0.60% No change 19,324 $3.7M
Fiduciary Financial Advisors 0.37% New 18,954 $3.7M
McHugh Group, LLC 1.88% Reduce -0.5% 19,164 $3.7M
Bucket List Wealth Management, LLC 1.80% Add +1.9% 19,149 $3.6M
Callan Family Office, LLC 0.07% Add +4.0% 19,142 $3.6M
Johnson Financial Group, Inc. 0.12% Reduce -3.9% 19,107 $3.6M
Seven Springs Wealth Group, LLC 0.81% No change 19,024 $3.6M
jvl associates llc 1.03% Add +0.0% 18,970 $3.6M
Bison Wealth, LLC 0.33% Reduce -0.1% 19,665 $3.6M
Verdence Capital Advisors LLC 0.19% Reduce -4.0% 18,945 $3.6M
1834 Investment Advisors Co. 0.41% Reduce -0.0% 18,929 $3.6M
Manchester Financial Inc. 0.64% New 18,900 $3.6M
Russell Investments Group, Ltd. 0.00% Add +59.5% 18,818 $3.6M
Altura Wealth Advisors Inc. 1.21% Add +3.2% 18,791 $3.6M
Odyssey Capital Advisors, Inc. 2.56% Reduce -2.6% 18,744 $3.6M
Courier Capital LLC 0.18% Reduce -3.1% 18,675 $3.6M
MTM Investment Management, LLC 1.01% Add +0.6% 18,662 $3.6M
Markowski Investments 0.78% — 18,635 $3.6M
Moors & Cabot, Inc. 0.14% Reduce -1.9% 18,617 $3.5M
David Kennon Inc 1.17% New 18,579 $3.5M
Bragg Financial Advisors, Inc 0.09% Reduce -5.7% 18,556 $3.5M
Wealthspire Retirement, LLC 0.19% Reduce -0.1% 18,445 $3.5M
Tempo Wealth, LLC 0.52% Reduce -4.0% 18,398 $3.5M
Apella Capital, LLC 0.05% Reduce -1.0% 19,542 $3.5M
LVM Capital Management Ltd. 0.29% Add +0.1% 18,372 $3.5M
Adirondack Trust Co. 1.04% Reduce -1.0% 18,260 $3.5M
Wall Street Financial Group, Inc. 1.85% Add +17.9% 18,214 $3.5M
Capital Advisors, Ltd. LLC 0.35% Add +9.2% 18,201 $3.5M
Sax Wealth Advisors, LLC 0.14% Add +2.0% 26,064 $3.5M
Principal Financial Group Inc. 0.00% New 18,166 $3.5M
Mission Creek Capital Partners, Inc. 0.60% Reduce -1.0% 18,061 $3.4M
Cedarwood Wealth LLC 2.59% Add +5.2% 17,985 $3.4M
Fidelis Wealth Advisors LLC 5.12% Reduce -42.4% 17,938 $3.4M
Torrey-Payne Wealth Management, LLC 2.81% Add +3.1% 17,907 $3.4M
Moneco Advisors, LLC 0.21% Add +10.8% 17,904 $3.4M
M3 Advisory Group, LLC 1.76% Add +1.6% 17,860 $3.4M
Herbst Group, LLC 1.84% Reduce -18.8% 17,737 $3.4M
University of Texas/Texas Am Investment Management Co. 0.39% Reduce -10.6% 17,701 $3.4M
BLB&B Advisors, LLC 0.12% Add +10.5% 17,700 $3.4M
Koss-Olinger Consulting, LLC 0.26% Reduce -9.4% 17,688 $3.4M
Ingalls & Snyder LLC 0.09% Reduce -2.4% 17,674 $3.4M
Neuberger Berman Group LLC 0.00% Add +25.9% 17,662 $3.4M
Monetary Management Group Inc. 0.69% Add +3.2% 17,625 $3.4M
Goepper Burkhardt LLC 1.01% Reduce -0.4% 17,581 $3.3M
Mma Asset Management LLC 1.06% Reduce -6.5% 17,495 $3.3M
Ancora Advisors LLC 0.06% Reduce -1.8% 17,460 $3.3M
Cornerstone Advisory, LLC 0.28% Reduce -8.6% 17,451 $3.3M
Hutchens & Kramer Investment Management Group, LLC 0.89% Add +4.7% 17,444 $3.3M
Rwa Wealth Partners, LLC 0.03% Add +5.4% 17,396 $3.3M
Saxon Interests, Inc. 0.92% Add +1.4% 17,387 $3.3M
RPg Family Wealth Advisory, LLC 0.55% Reduce -11.8% 17,311 $3.3M
Investor's Fiduciary Advisor Network, LLC 1.11% Reduce -22.1% 17,232 $3.3M
Strategy Asset Managers LLC 0.49% Reduce -0.9% 17,160 $3.3M
Jane Street Group, LLC 0.00% Reduce -95.8% 17,149 $3.3M
United Advisor Group, LLC 0.35% Reduce -7.6% 17,127 $3.3M
Planwiser Financial, LLC 2.26% Reduce -15.4% 17,096 $3.3M
Risk Paradigm Group, LLC 2.54% Reduce -11.9% 17,028 $3.2M
Elwood & Goetz Wealth Advisory Group, LLC 0.48% Add +35.8% 16,911 $3.2M
Howland Capital Management LLC 0.12% Add +74.1% 16,832 $3.2M
Chilton Capital Management LLC 0.10% No change 16,803 $3.2M
RDA Financial Network 0.70% Reduce -8.6% 16,775 $3.2M
Wealth Watch Advisors, INC 1.04% Add +14.7% 16,742 $3.2M
Stelac Advisory Services LLC 0.59% Reduce -7.3% 16,664 $3.2M
Beacon Capital Management, Inc. 0.19% Reduce -21.6% 16,651 $3.2M
Box Hill Private Wealth LLC 2.54% Add +22.6% 16,648 $3.2M
Eastern Bank 0.05% Reduce -3.8% 16,641 $3.2M
Whitaker-Myers Wealth Managers, LTD. 0.53% Add +809.1% 16,573 $3.2M
Aprio Wealth Management, LLC 0.16% Add +88.9% 16,569 $3.2M
Zacks Investment Management 0.02% Reduce -7.9% 16,545 $3.2M
BSW Wealth Partners 0.35% No change 16,484 $3.1M
Syon Capital LLC 0.14% Reduce -4.9% 16,404 $3.1M
Advisor OS, LLC 0.21% Add +153.1% 16,386 $3.1M
Summit Wealth Partners, LLC 0.44% Add +19.8% 16,354 $3.1M
Wealthedge Investment Advisors, LLC 1.06% Reduce -7.2% 16,321 $3.1M
JSF Financial, LLC 0.50% Reduce -32.9% 16,310 $3.1M
Retirement Income Solutions, Inc. 0.53% No change 23,178 $3.1M
Busey Bank 0.07% Add +6.6% 16,155 $3.1M
Ritholtz Wealth Management 0.05% Add +15.0% 16,147 $3.1M
Baron Silver Stevens Financial Advisors, LLC 0.39% Reduce -0.3% 16,142 $3.1M
Clark Wealth Partners 1.74% Add +439.0% 16,132 $3.1M
Certuity, LLC 0.15% Reduce -0.6% 16,114 $3.1M
First National Trust Co 0.10% Reduce -1.7% 16,055 $3.1M
Advocate Investing Services LLC 2.36% Reduce -0.7% 16,050 $3.1M
Black Diamond Financial, LLC 0.27% Add +4.7% 15,884 $3.0M
BlackDiamond Wealth Management, LLC 1.22% Reduce -16.3% 16,215 $3.0M
Menard Financial Group LLC 1.64% Reduce -0.2% 15,838 $3.0M
CFC Planning Co LLC 1.78% Reduce -2.5% 15,783 $3.0M
Gold Investment Management Ltd. 0.81% Reduce -2.3% 15,710 $3.0M
Fourpath Capital Management, LLC 0.39% Add +10.7% 15,607 $3.0M
Acima Private Wealth, LLC 0.86% No change 15,602 $3.0M
Pitcairn Wealth Advisors LLC 0.33% Reduce -10.0% 15,589 $3.0M
Wealthgarden F.S. LLC 1.68% Reduce -28.1% 15,586 $3.0M
GenTrust, LLC 0.11% Add +36.6% 15,469 $2.9M
Fifth Third Wealth Advisors LLC 0.08% Reduce -8.2% 15,462 $2.9M
Salem Investment Counselors Inc. 0.07% No change 15,441 $2.9M
Alterna Wealth Management, Inc. 1.68% Reduce -21.4% 15,390 $2.9M
Berger Financial Group, Inc 0.15% Reduce -6.8% 15,378 $2.9M
Global Assets Advisory, LLC 0.64% Add +252.1% 15,706 $2.9M
Zhang Financial LLC 0.09% Add +7.1% 15,287 $2.9M
Parr McKnight Wealth Management Group, LLC 0.34% Reduce -1.5% 15,287 $2.9M
LVZ, Inc. 0.30% Add +4.6% 15,263 $2.9M
Independent Wealth Network Inc. 0.74% Add +7.4% 15,214 $2.9M
Harbor Investment Advisory, LLC 0.20% Add +47.9% 15,209 $2.9M
Capital Analysts, LLC 0.07% Reduce -1.4% 15,178 $2.9M
Strategic Blueprint, LLC 0.14% Reduce -9.0% 15,178 $2.9M
K.J. Harrison & Partners Inc 0.41% Reduce -70.5% 15,168 $2.9M
PKS Advisory Services, LLC 0.46% Reduce -20.8% 15,143 $2.9M
Arrow Financial Corp 0.26% Reduce -10.2% 15,117 $2.9M
Purkiss Capital Advisors LLC 1.10% Add +17.6% 15,113 $2.9M
World Equity Group, Inc. 0.64% Add +7.8% 15,111 $2.9M
City Holding Co. 0.33% Reduce -2.0% 15,088 $2.9M
Fortitude Financial, LLC 2.57% Reduce -11.2% 15,022 $2.9M
WealthPlan Investment Management, LLC 0.14% Reduce -0.6% 14,971 $2.9M
Objective Capital Management, LLC 2.51% Add +4.4% 14,863 $2.8M
Blue Chip Partners, LLC 0.18% Reduce -13.6% 14,861 $2.8M
Earned Wealth Advisors, LLC 0.18% Add +0.3% 14,849 $2.8M
Maia Wealth LLC 0.42% Add +6.4% 14,822 $2.8M
Cardinal Point Capital Management ULC 0.16% Reduce -1.9% 14,737 $2.8M
Private Trust Co. NA 0.22% Reduce -23.5% 14,718 $2.8M
Advyzon Investment Management, LLC 0.20% Reduce -17.8% 14,718 $2.8M
Adapt Wealth Advisors, LLC 0.92% Reduce -10.7% 14,713 $2.8M
Sharkey, Howes & Javer 0.34% Reduce -0.9% 14,696 $2.8M
Private Wealth Asset Management, LLC 0.27% Add +2.2% 14,626 $2.8M
Auxano Advisors, LLC 0.53% Add +0.0% 14,574 $2.8M
Pinnacle Wealth Management Advisory Group, LLC 0.17% Reduce -2.6% 14,558 $2.8M
NDWM LLC 1.62% Add +0.0% 14,470 $2.8M
Quadrature Capital Ltd 0.02% Add +147.0% 14,418 $2.7M
Endowment Wealth Management, Inc. 1.06% Reduce -11.3% 14,393 $2.7M
Powers Capital, LLC 1.13% No change 14,390 $2.7M
Crewe Advisors LLC 0.20% Add +4.7% 14,376 $2.7M
Bradley Foster & Sargent Inc. 0.04% Reduce -0.9% 14,351 $2.7M
Optas, LLC 0.38% No change 14,318 $2.7M
Paragon Financial Partners, Inc. 1.46% Add +0.1% 15,476 $2.7M
Sand Hill Global Advisors, LLC 0.08% Add +24.6% 14,238 $2.7M
Avidian Wealth Enterprises, LLC 0.08% Reduce -3.1% 14,219 $2.7M
German American Bancorp, Inc. 0.20% Reduce -6.2% 14,105 $2.7M
Stratos Investment Management, LLC 0.10% Add +0.8% 14,084 $2.7M
Vertex Planning Partners, LLC 0.40% Add +21.9% 14,070 $2.7M
Wilson & Boucher Capital Management, LLC 1.57% Reduce -0.2% 14,056 $2.7M
Cinctive Capital Management LP 0.11% New 14,055 $2.7M
Fragasso Financial Advisors Inc 0.14% Reduce -2.1% 13,927 $2.7M
Summit Place Financial Advisors, LLC 1.16% Add +0.7% 13,922 $2.7M
Whalerock Point Partners, LLC 0.47% No change 13,900 $2.6M
Marathon Wealth Advisors LLC 0.91% Add +0.1% 13,896 $2.6M
Bawa N Mallick Trust 0.85% Add +25.6% 13,845 $2.6M
Kaizen Financial Strategies 1.04% Add +3.7% 14,195 $2.6M
Kane Investment Management, Inc. 1.12% Reduce -2.1% 13,813 $2.6M
Balyasny Asset Management L.P. 0.01% New 13,768 $2.6M
Smartleaf Asset Management LLC 0.09% No change 14,131 $2.6M
Americana Partners, LLC 0.06% Reduce -5.2% 13,701 $2.6M
Argent Trust Co 0.08% Reduce -1.3% 13,641 $2.6M
Henson-Edgewater Management, LLC 1.35% Reduce -4.1% 13,732 $2.6M
GWN Securities Inc. 0.43% Reduce -11.7% 13,587 $2.6M
Clark Capital Management Group, Inc. 0.01% Add +3.0% 13,468 $2.6M
Bank of New Hampshire 0.53% No change 13,450 $2.6M
Woodard & Co. Asset Management Group Inc. 0.37% Reduce -65.2% 13,385 $2.6M
Equitable Trust Co. 0.11% No change 13,340 $2.5M
Turtle Creek Wealth Advisors, LLC 0.13% Reduce -2.3% 13,295 $2.5M
Modera Wealth Management, LLC 0.03% Add +1.6% 13,136 $2.5M
IAM Advisory, LLC 0.49% Add +4.3% 13,123 $2.5M
Rhodes Investment Advisors Inc. 1.84% Reduce -2.8% 13,113 $2.5M
Forefront Wealth Partners, LLC 0.77% Add +2.2% 13,093 $2.5M
Arcadia Wealth Management, Inc. 1.19% Reduce -0.6% 13,061 $2.5M
DT Investment Partners, LLC 0.18% No change 13,020 $2.5M
Doliver Advisors, LP 0.56% Add +1.1% 12,972 $2.5M
Jackson, Grant Investment Advisers, Inc. 0.77% Add +1.3% 12,968 $2.5M
Advisors Capital Management, LLC 0.03% Add +9.9% 12,967 $2.5M
Medallion Wealth Advisors, LLC 0.78% Reduce -9.2% 12,933 $2.5M
Phillips Wealth Planners LLC 1.81% Reduce -0.1% 13,679 $2.5M
Laird Norton Wetherby Trust Company, LLC 0.05% Reduce -0.1% 12,860 $2.5M
Vista Investment Management 0.73% Reduce -1.2% 12,769 $2.4M
Glen Eagle Advisors, LLC 0.31% Add +31.6% 12,721 $2.4M
Oxinas Partners, LLC 0.95% Reduce -5.0% 12,654 $2.4M
Certified Advisory Corp 0.19% Reduce -8.5% 12,612 $2.4M
CHICAGO TRUST Co NA 0.35% Add +12.5% 12,592 $2.4M
Larry Mathis Financial Planning, LLC 1.83% Add +178.6% 12,587 $2.4M
Keating Financial Advisory Services, Inc. 0.32% Reduce -11.9% 12,586 $2.4M
Heritage Oak Wealth Advisors LLC 0.70% Add +3.4% 12,493 $2.4M
Legacy Edge Advisors, LLC 0.22% Reduce -6.0% 12,472 $2.4M
Hourglass Capital, LLC 0.47% Reduce -1.6% 12,444 $2.4M
Barings LLC 0.04% Add +31.2% 12,444 $2.4M
Y.D. More Investments Ltd 0.07% Add +1.8% 12,442 $2.4M
Fairview Capital Investment Management, LLC 0.12% Add +25.7% 12,420 $2.4M
Golden State Wealth Management, LLC 0.22% Reduce -8.2% 12,411 $2.4M
Beacon Bank & Trust 0.45% No change 12,410 $2.4M
Greenleaf Trust 0.02% Reduce -2.9% 12,391 $2.4M
Ifrah Financial Services, Inc. 0.58% Reduce -0.4% 12,380 $2.4M
Founders Financial Alliance, LLC 0.31% Reduce -1.3% 12,333 $2.3M
W.G. Shaheen & Associates DBA Whitney & Co 0.17% Reduce -0.4% 12,294 $2.3M
KDK Private Wealth Management, LLC 1.94% Reduce -0.5% 12,287 $2.3M
Sentinel Pension Advisors, LLC 0.31% Add +0.0% 13,329 $2.3M
Empower Advisory Group, LLC 0.01% Reduce -36.7% 12,243 $2.3M
Davis R M Inc. 0.04% Reduce -1.2% 12,237 $2.3M
Maltin Wealth Management, Inc. 0.78% Add +0.1% 12,220 $2.3M
Annex Advisory Services, LLC 0.04% Add +18.0% 12,214 $2.3M
Gallagher Fiduciary Advisors, LLC 0.08% Add +5.6% 12,197 $2.3M
Lebenthal Global Advisors, LLC 0.31% Reduce -3.7% 12,158 $2.3M
Gilliland Jeter Wealth Management LLC 0.61% Add +0.0% 12,153 $2.3M
August Group Capital Ltd 2.54% Add +1.6% 12,130 $2.3M
Legacy Capital Group California, Inc. 0.70% Reduce -16.1% 12,120 $2.3M
Blueprint Investment Partners LLC 0.19% New 12,075 $2.3M
One Day In July LLC 0.16% Reduce -4.5% 12,011 $2.3M
Yukon Wealth Management, Inc. 0.65% New 12,001 $2.3M
Aureus Asset Management, LLC 0.14% Add +7.3% 12,000 $2.3M
Armor Investment Advisors, LLC 0.73% Reduce -0.1% 11,983 $2.3M
Lionshead Wealth Management, LLC 1.48% Reduce -0.0% 11,942 $2.3M
Moody LYNN Lieberson & Walker, LLC 0.12% New 11,917 $2.3M
Finward Bancorp 1.72% Add +1.3% 11,899 $2.3M
Aventura Private Wealth, LLC 0.69% Reduce -1.2% 11,870 $2.3M
1900 Wealth Management LLC 0.13% Add +10.3% 11,835 $2.3M
Wealth Architects, LLC 0.18% No change 11,804 $2.2M
1015 Capital Partners, LLC 1.88% No change 11,790 $2.2M
KPP Advisory Services LLC 0.28% Reduce -0.1% 11,666 $2.2M
Calamos Wealth Management LLC 0.07% Add +35.7% 11,638 $2.2M
Destiny Wealth Partners, LLC 0.31% Reduce -63.8% 12,640 $2.2M
Ehrlich Financial Group 1.13% Reduce -70.2% 11,554 $2.2M
Madden Advisory Services, Inc. 0.79% Reduce -5.0% 11,551 $2.2M
Tyche Wealth Partners LLC 0.31% Reduce -1.3% 11,550 $2.2M
Tradition Wealth Management, LLC 0.13% Add +0.5% 11,546 $2.2M
Ruggiero Investments, Inc. 1.87% Reduce -0.1% 11,525 $2.2M
M Holdings Securities, Inc. 0.30% Add +1.3% 11,849 $2.2M
One Capital Management, LLC 0.06% No change 16,489 $2.2M
Invst, LLC 0.21% Reduce -31.1% 11,502 $2.2M
Millennium Management 0.00% Reduce -98.4% 11,470 $2.2M
Boreal Capital Management LLC 1.88% Reduce -1.7% 11,469 $2.2M
KLCM Advisors, Inc. 0.17% No change 11,454 $2.2M
Kessler Investment Group, LLC 0.93% Add +87.4% 11,433 $2.2M
Fulton Breakefield Broenniman LLC 0.13% Reduce -2.9% 11,397 $2.2M
Premier Private Wealth Management LLC 1.90% Reduce -4.2% 11,396 $2.2M
Jump Financial, LLC 0.02% Add +636.0% 11,363 $2.2M
Luminist Capital LLC 2.44% Add +147.1% 11,423 $2.2M
Wealth Advisory Solutions, LLC 0.44% Reduce -4.0% 11,303 $2.2M
United Community Bank 0.67% No change 11,297 $2.2M
Correct Capital Wealth Management 0.37% Add +2.2% 11,295 $2.2M
Marco Investment Management LLC 0.14% No change 11,272 $2.1M
QRG Capital Management, Inc. 0.02% Reduce -2.6% 11,236 $2.1M
Noesis Capital Mangement Corp. 0.26% Reduce -1.1% 11,231 $2.1M
Xcel Wealth Management, LLC 0.52% Reduce -2.9% 11,159 $2.1M
Richmond Investment Services, LLC 0.67% Reduce -58.7% 11,159 $2.1M
Atlas Private Wealth Advisors 0.47% Reduce -4.5% 11,153 $2.1M
Verition Fund Management LLC 0.02% Reduce -48.8% 11,090 $2.1M
Red Door Wealth Management, LLC 0.19% Add +0.5% 11,037 $2.1M
NTV Asset Management LLC 0.21% Add +1.0% 11,024 $2.1M
LPWM LLC 0.46% Add +0.2% 10,988 $2.1M
Element Pointe Advisors, LLC 0.34% No change 10,986 $2.1M
Coldstream Capital Management Inc. 0.03% Reduce -27.9% 10,975 $2.1M
Fiduciary Alliance LLC 0.14% Reduce -3.7% 10,962 $2.1M
LMR Partners LLP 0.02% New 10,925 $2.1M
Silvercrest Asset Management Group LLC 0.01% Reduce -0.4% 10,896 $2.1M
Smithbridge Asset Management Inc. 0.28% Reduce -2.9% 10,888 $2.1M
NCM Capital Management, LLC 0.64% No change 10,860 $2.1M
Cookson Peirce & Co. Inc. 0.07% Add +2.6% 10,848 $2.1M
R2 Capital Strategies, LLC 0.94% — 10,834 $2.1M
626 Financial, LLC 0.81% Reduce -5.2% 10,824 $2.1M
M.E. Allison & Co., Inc. 1.19% Add +1.1% 10,810 $2.1M
Morton Community Bank 0.42% Reduce -32.4% 10,794 $2.1M
F/m Investments LLC 0.10% Reduce -0.5% 10,783 $2.1M
Cyndeo Wealth Partners, LLC 0.10% Add +4.1% 10,768 $2.1M
Per Stirling Capital Management, LLC. 0.20% Add +445.8% 10,747 $2.0M
Next Capital Management LLC 0.55% Add +27.7% 10,700 $2.0M
Becker Capital Management Inc. 0.05% No change 10,678 $2.0M
Highland Capital Management, LLC 0.09% Add +6.2% 10,672 $2.0M
Pathway Financial Advisors LLC 0.24% No change 11,202 $2.0M
Manhattan West Asset Management, LLC 0.34% Add +94.3% 10,617 $2.0M
ProVise Management Group, LLC 0.14% Reduce -2.9% 10,611 $2.0M
Total Clarity Wealth Management, Inc. 0.39% Reduce -2.2% 10,604 $2.0M
Trust Co. of Oklahoma 0.52% Add +144.4% 10,561 $2.0M
Garde Capital, Inc. 0.09% Reduce -1.8% 10,549 $2.0M
FSB Premier Wealth Management, Inc. 0.56% Add +41.6% 10,517 $2.0M
MassMutual Private Wealth & Trust, FSB 0.05% Add +4.9% 10,517 $2.0M
Forvis Mazars Wealth Advisors, LLC 0.03% Add +0.8% 10,497 $2.0M
White Lighthouse Investment Management Inc. 0.25% No change 10,494 $2.0M
Three Magnolias Financial Advisors, LLC 1.11% No change 10,482 $2.0M
Independence Bank of Kentucky 0.23% Reduce -9.9% 10,480 $2.0M
YHB Investment Advisors, Inc. 0.13% Add +3.3% 10,456 $2.0M
Fjell Capital, LLC 1.36% Add +0.8% 10,438 $2.0M
Compagnie Lombard Odier SCmA 0.02% Reduce -16.1% 10,425 $2.0M
Peoples Bank 1.92% Reduce -10.4% 10,382 $2.0M
Nemes Rush Group LLC 0.16% Reduce -3.0% 10,369 $2.0M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +2.4% 10,362 $2.0M
Badgley Phelps Wealth Managers, LLC 0.03% Add +8.2% 10,299 $2.0M
Daner Wealth Management, LLC 1.06% Reduce -3.4% 10,266 $2.0M
Chemistry Wealth Management LLC 0.31% Reduce -1.5% 10,275 $2.0M
Byrne Financial Freedom, LLC 0.76% Reduce -3.0% 10,272 $2.0M
Swmg, LLC 0.46% Reduce -3.6% 10,646 $2.0M
Vanguard Personalized Indexing Management, LLC 0.02% Add +5.1% 10,254 $2.0M
Horizon Family Wealth, Inc. 0.89% Reduce -5.0% 10,254 $2.0M
Capstone Investment Advisors, LLC 0.02% Reduce -89.9% 10,203 $1.9M
Bridgewater Advisors Inc. 0.11% Reduce -0.4% 10,901 $1.9M
Robinson Value Management, Ltd. 1.04% Reduce -7.0% 10,181 $1.9M
Penobscot Wealth Management 0.52% Reduce -5.2% 10,159 $1.9M
Hilltop National Bank 0.41% No change 10,154 $1.9M
GAMMA Investing LLC 0.07% Add +17.9% 10,140 $1.9M
Newman Dignan & Sheerar, Inc. 0.37% Add +0.0% 10,121 $1.9M
TRUE Private Wealth Advisors 0.17% New 10,045 $1.9M
Global Wealth Management Investment Advisory, Inc. 0.27% Reduce -4.0% 9,993 $1.9M
Ackerman Asset Management, LLC 1.14% No change 9,992 $1.9M
Sagespring Wealth Partners, LLC 0.03% Reduce -4.6% 9,906 $1.9M
Choate Investment Advisors 0.03% Add +1.3% 9,829 $1.9M
Ullmann Wealth Partners Group, LLC 0.17% Add +0.0% 9,803 $1.9M
Jackson Square Capital, LLC 0.26% Reduce -3.8% 9,800 $1.9M
Essex Bank 0.40% No change 9,750 $1.9M
Grantvest Financial Group LLC 1.08% Reduce -0.5% 9,739 $1.9M
Perissos Private Wealth Management, LLC 1.25% Reduce -68.5% 9,733 $1.9M
UMB Bank, n.a. 0.02% Reduce -1.8% 9,728 $1.9M
Quadrant Private Wealth Management, LLC 0.41% Reduce -5.8% 9,683 $1.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% New 9,682 $1.8M
Brown Brothers Harriman & Co. 0.01% Reduce -1.4% 9,632 $1.8M
Agur Provident & Training Funds Management Ltd. 9.90% — 101,900 $1.8M
Matthew Goff Investment Advisor, LLC 0.31% Add +0.8% 9,604 $1.8M
Naviter Wealth, LLC 0.17% Add +1.1% 9,580 $1.8M
HCR Wealth Advisors 0.16% Reduce -0.3% 9,565 $1.8M
OpenArc Corporate Advisory, LLC 0.02% Add +27.4% 9,532 $1.8M
VCI Wealth Management LLC 0.46% Reduce -0.6% 9,529 $1.8M
Yarger Wealth Strategies, LLC 0.65% Add +1.2% 9,770 $1.8M
Athena Investment Management 1.08% Add +5.5% 9,520 $1.8M
V2 Financial group LLC 0.67% Add +4.4% 9,504 $1.8M
Polaris Investment Advisors, LLC 1.16% Reduce -0.4% 9,480 $1.8M
Cane Capital Partners, LLC 0.72% Reduce -34.8% 9,474 $1.8M
McAdam, LLC 0.07% Reduce -13.5% 9,469 $1.8M
Triangle Securities Wealth Management 0.36% Reduce -0.3% 9,460 $1.8M
Samalin Investment Counsel, LLC 0.58% Reduce -5.0% 9,453 $1.8M
Eldridge Investment Advisors, Inc. 0.36% Add +19.6% 9,443 $1.8M
DV Trading LLC 0.15% Add +102.3% 9,405 $1.8M
MN Wealth Advisors, LLC 0.76% Reduce -17.0% 9,364 $1.8M
Fearless Solutions, LLC dba Best Invest 0.94% Add +4.3% 9,314 $1.8M
Whitener Capital Management, Inc. 0.38% Add +0.8% 9,311 $1.8M
Nadler Financial Group, Inc. 0.15% No change 9,297 $1.8M
Sunesis Advisors, LLC 0.73% No change 9,284 $1.8M
Main Street Financial Solutions, LLC 0.11% Reduce -7.2% 9,260 $1.8M
Biltmore Family Office, LLC 0.23% Add +1.2% 9,250 $1.8M
Winthrop Advisory Group LLC 0.12% Add +35.3% 9,232 $1.8M
Westmount Partners, LLC 0.39% No change 9,200 $1.8M
Concord Wealth Partners 0.20% Add +407.9% 9,198 $1.8M
AssuredPartners Investment Advisors, LLC 0.17% Reduce -0.4% 9,175 $1.7M
Goelzer Investment Management, Inc. 0.08% Add +4.3% 9,136 $1.7M
Wagner Wealth Management, Corp 1.40% Add +5.6% 9,129 $1.7M
Total Wealth Planning & Management, Inc. 1.26% Add +75.5% 9,127 $1.7M
Parisi Gray Wealth Management 0.36% Add +0.0% 9,119 $1.7M
Granite Bay Wealth Management, LLC 0.16% Add +101.6% 9,073 $1.7M
American Institute for Advanced Investment Management, LLP 1.00% Reduce -1.9% 9,050 $1.7M
Eagle Wealth Advisors LLC 1.31% Reduce -0.1% 9,029 $1.7M
Hilltop Partners LLC 0.42% New 9,003 $1.7M
Concord Asset Management, LLC 0.27% Add +450.5% 9,001 $1.7M
Tanglewood Wealth Management, Inc. 0.15% Add +11.6% 8,999 $1.7M
Schmidt P J Investment Management Inc. 0.27% No change 8,962 $1.7M
McGuire Investment Group, LLC 0.15% Add +2.0% 8,948 $1.7M
Peak Planning Group, LLC 0.38% Add +4.1% 8,937 $1.7M
Sherry Group, Inc. 1.66% Reduce -1.8% 9,172 $1.7M
Raab & Moskowitz Asset Management LLC 0.34% Reduce -2.8% 8,924 $1.7M
Legacy Wealth Managment, LLC 0.70% Add +668.2% 8,880 $1.7M
HUB Investment Partners, LLC 0.03% Add +28.0% 8,871 $1.7M
Lavaca Capital LLC 0.18% Add +5.3% 8,848 $1.7M
Cabana LLC 12.70% Reduce -11.5% 8,846 $1.7M
First Manhattan Co. Llc. 0.00% Add +1.1% 8,845 $1.7M
Signature Wealth Management Partners, LLC 0.78% No change 8,816 $1.7M
Everett Harris & Co. 0.02% No change 8,808 $1.7M
Gallacher Capital Management LLC 0.93% Reduce -70.2% 8,748 $1.7M
Selective Wealth Management, Inc. 0.44% No change 9,476 $1.7M
Stapp Wealth Management, PLLC 2.17% New 8,725 $1.7M
Solstein Capital, LLC 0.57% No change 8,721 $1.7M
SeaBridge Investment Advisors LLC 0.24% Reduce -22.2% 8,720 $1.7M
Toews Corp. 0.24% New 8,700 $1.7M
WESPAC Advisors, LLC 0.81% Reduce -26.8% 8,694 $1.7M
JM2 Capital Inc. 1.14% Reduce -1.6% 8,691 $1.7M
Flywheel Private Wealth LLC 0.82% Reduce -0.0% 8,687 $1.7M
Seelaus Asset Management LLC 1.17% No change 8,670 $1.7M
Coyle Financial Counsel LLC 0.30% No change 8,638 $1.6M
Hardy Reed LLC 0.11% No change 8,624 $1.6M
Broyhill Asset Management, LLC 1.46% No change 8,600 $1.6M
Kaydan Wealth Management, Inc. 0.50% Reduce -1.3% 8,585 $1.6M
Conscious Wealth Investments, LLC 0.84% New 9,047 $1.6M
River Wealth Advisors LLC 0.17% Reduce -10.8% 8,566 $1.6M
FAS Wealth Partners, Inc. 0.09% Add +0.7% 8,565 $1.6M
Capital Square, LLC 0.71% Add +2.7% 8,755 $1.6M
Entelevest, LLC 1.42% Reduce -1.6% 8,538 $1.6M
Brady Family Wealth, LLC 0.47% Add +0.8% 8,505 $1.6M
Sather Financial Group Inc 0.09% Add +0.3% 8,491 $1.6M
ELCO Management Co., LLC 0.70% Add +0.6% 8,481 $1.6M
Cape Cod Five Cents Savings Bank 0.13% — 8,472 $1.6M
SVB Wealth LLC 0.10% Reduce -32.6% 8,470 $1.6M
High Net Worth Advisory Group LLC 0.34% Add +47.2% 8,462 $1.6M
BIP Wealth, LLC 0.05% Add +12.9% 8,406 $1.6M
New England Private Wealth Advisors LLC 0.15% Add +0.1% 9,086 $1.6M
Interactive Financial Advisors, Inc. 0.97% Add +4.2% 8,339 $1.6M
Pension & Wealth Management Advisors, Inc. 0.43% Add +0.1% 8,337 $1.6M
Delta Investment Management, LLC 0.26% Add +3.5% 8,333 $1.6M
Altus Wealth Group LLC 0.57% Reduce -0.0% 8,330 $1.6M
Pursue Wealth Partners LLC 0.89% No change 8,322 $1.6M
Smith, Moore & Co. 0.10% Add +4.2% 8,298 $1.6M
LVW Advisors, LLC 0.14% Reduce -5.7% 8,258 $1.6M
Blue Capital, Inc. 1.00% New 8,255 $1.6M
Brandywine Oak Private Wealth LLC 0.12% Reduce -10.0% 8,246 $1.6M
Pursuit Wealth Strategies, LLC 2.04% Reduce -2.1% 8,244 $1.6M
Perryman Financial Advisory Inc. 0.21% Reduce -2.2% 8,234 $1.6M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.51% No change 8,700 $1.6M
Dana Investment Advisors, Inc. 0.04% Add +1.5% 8,207 $1.6M
Deutsche Bank AG 0.00% Reduce -8.3% 8,197 $1.6M
Ellis Investment Partners, LLC 0.24% Reduce -0.2% 8,191 $1.6M
PDS Planning, Inc 0.09% Reduce -3.3% 8,175 $1.6M
Welch & Forbes LLC 0.02% Reduce -0.1% 8,125 $1.5M
Signaturefd, LLC 0.02% Reduce -3.6% 8,121 $1.5M
Hobart Private Capital, LLC 0.26% Reduce -31.3% 8,095 $1.5M
MRWM Advisors, LLC 0.63% Reduce -2.5% 8,088 $1.5M
Patriot Financial Group Insurance Agency, LLC 0.16% Reduce -50.0% 8,080 $1.5M
Empire Financial Management Company, LLC 0.61% Reduce -1.0% 8,078 $1.5M
Princeton Global Asset Management LLC 0.22% Add +18.2% 8,073 $1.5M
Birch Hill Investment Advisors LLC 0.06% Add +38.2% 8,061 $1.5M
Carret Asset Management, LLC 0.13% Add +3.6% 8,008 $1.5M
Plante Moran Financial Advisors, LLC 0.07% Reduce -10.9% 7,999 $1.5M
Lowery Thomas, LLC 0.74% Reduce -7.1% 7,998 $1.5M
Rossby Financial, LCC 0.28% Add +31.1% 7,997 $1.5M
Dynamic Wealth Strategies, LLC 0.81% Reduce -8.1% 7,990 $1.5M
Geometric Wealth Advisors 0.16% No change 7,976 $1.5M
Signature Estate & Investment Advisors LLC 0.03% Reduce -18.9% 7,966 $1.5M
Smith Salley Wealth Management 0.07% No change 7,955 $1.5M
Summit Financial Consulting LLC 1.02% Reduce -21.4% 7,921 $1.5M
Financial Partners Group, Inc 0.15% Add +4.2% 7,917 $1.5M
First Wilshire Securities Management Inc. 0.31% No change 7,900 $1.5M
Diversified Enterprises, LLC 0.07% Add +2.4% 7,874 $1.5M
Dopkins Wealth Management, LLC 0.54% No change 7,855 $1.5M
Delta Capital Management LLC 0.70% No change 7,850 $1.5M
Jacobi Capital Management LLC 0.07% Reduce -19.7% 7,839 $1.5M
Beaton Management Co. Inc. 0.61% No change 7,830 $1.5M
Forza Wealth Management, LLC 0.46% No change 7,810 $1.5M
CIBC Asset Management Inc 0.00% Add +2.7% 7,805 $1.5M
First National Bank of Mount Dora, Trust Investment Services 0.30% Reduce -0.3% 7,780 $1.5M
Autumn Glory Partners, LLC 0.42% Add +0.0% 7,765 $1.5M
HBK Sorce Advisory LLC 0.03% Reduce -0.1% 7,926 $1.5M
Beacon Financial Advisory LLC 0.29% Reduce -4.8% 7,711 $1.5M
AA Financial Advisors, LLC 0.18% Add +1.9% 7,689 $1.5M
Bearing Point Capital, LLC 0.20% Reduce -37.9% 7,688 $1.5M
Ballast Rock Private Wealth LLC 0.67% Reduce -0.3% 7,661 $1.5M
John W. Brooker & Co., CPAs 1.76% Add +52.5% 7,651 $1.5M
Strategic Financial Concepts, LLC 0.43% Reduce -4.2% 7,654 $1.5M
Beacon Bridge Wealth Partners, LLC 0.41% Reduce -17.4% 7,644 $1.5M
Ascent Group, LLC 0.04% Reduce -11.4% 7,634 $1.5M
Ethos Financial Group, LLC 0.10% Add +64.3% 8,461 $1.5M
Kohmann Bosshard Financial Services, LLC 0.12% No change 7,618 $1.5M
Stonebridge Financial Group, LLC 0.20% — 7,605 $1.4M
First International Bank of Israel Ltd. 0.39% Add +6.7% 7,596 $1.4M
Frisch Financial Group, Inc. 0.25% Reduce -12.8% 7,578 $1.4M
Beaumont Financial Advisors, LLC 0.09% Reduce -8.8% 7,577 $1.4M
OFS Enterprise LLC 0.37% Add +3.7% 7,574 $1.4M
Financial & Tax Architects, LLC 0.30% Reduce -14.3% 7,568 $1.4M
Aries Wealth Management 0.28% Reduce -0.6% 7,546 $1.4M
Sawgrass Asset Management LLC 0.19% No change 7,542 $1.4M
Benchmark Financial Wealth Advisors, LLC 0.35% Reduce -2.4% 7,538 $1.4M
Sapient Capital LLC 0.02% Add +3.2% 7,518 $1.4M
Aspiriant, LLC 0.04% Reduce -0.4% 7,516 $1.4M
Icon Wealth Advisors, LLC 0.09% Add +0.2% 7,500 $1.4M
Disciplined Investments, LLC 0.46% No change 7,475 $1.4M
Summit Financial Wealth Advisors, LLC 0.18% No change 7,457 $1.4M
Hill Island Financial LLC 0.30% Add +0.1% 7,430 $1.4M
17 Capital Partners, LLC 0.64% Reduce -0.8% 7,428 $1.4M
Atlatl Advisers LLC 0.33% New 7,353 $1.4M
Sunflower Bank, N.A. 0.33% Reduce -2.1% 7,347 $1.4M
Traynor Capital Management, Inc. 0.07% Add +27.7% 7,344 $1.4M
Activest Wealth Management 0.27% Add +18.6% 7,311 $1.4M
Saxony Capital Management, LLC 0.64% No change 7,280 $1.4M
Investment Management Corp. /Va/ 1.16% Reduce -23.8% 7,265 $1.4M
Milestone Asset Management, LLC 0.22% Add +35.5% 7,258 $1.4M
Liberty Square Wealth Partners LLC 0.33% No change 7,256 $1.4M
HRC Wealth Management, LLC 0.56% Add +14.8% 7,238 $1.4M
Prostatis Group LLC 0.32% Reduce -2.4% 7,236 $1.4M
WealthCare Asset Management, LLC 0.58% New 7,222 $1.4M
Aviance Capital Partners, LLC 0.14% Reduce -1.1% 7,196 $1.4M
Welch Group, LLC 0.05% Add +6.2% 7,192 $1.4M
Tidal Investments LLC 0.00% New 7,191 $1.4M
1ST Source Bank 0.06% Add +3.2% 7,186 $1.4M
Lewis Asset Management, LLC 0.48% Reduce -1.9% 7,183 $1.4M
Symphony Financial, Ltd. Co. 0.15% Add +28.7% 7,192 $1.4M
Aspen Investment Management Inc 0.37% Add +2.5% 7,144 $1.4M
Chevy Chase Trust Holdings, LLC 0.00% Reduce -58.2% 7,117 $1.4M
Warner Financial, Inc. 0.40% Add +0.0% 7,097 $1.4M
Magnolia Capital Advisors LLC 0.23% Add +1.1% 7,084 $1.3M
Kintra Wealth, LLC 0.07% Add +7.4% 7,071 $1.3M
Access Financial Services, Inc. 0.44% Reduce -1.9% 7,080 $1.3M
Intrepid Financial Planning Group LLC 0.46% Reduce -0.5% 7,068 $1.3M
Seeds Investor LLC 0.14% New 7,055 $1.3M
HTG Investment Advisors, Inc. 0.34% Add +5.4% 7,036 $1.3M
Rossmore Private Capital 0.11% No change 7,032 $1.3M
First Community Trust NA 0.60% Reduce -0.2% 7,020 $1.3M
Silverlake Wealth Management LLC 0.26% Reduce -28.2% 7,008 $1.3M
Clear Trail Advisors, LLC 0.20% New 7,000 $1.3M
Game Plan Financial Advisors, LLC 0.53% Reduce -8.0% 6,985 $1.3M
Facet Wealth, Inc. 0.02% Add +5.9% 6,978 $1.3M
Global Strategic Investment Solutions, LLC 0.12% Reduce -0.3% 6,969 $1.3M
Tranquility Partners, LLC 0.46% No change 6,957 $1.3M
Councilmark Asset Management, LLC 0.70% No change 6,940 $1.3M
Forbes Financial Planning, Inc. 0.71% Add +0.0% 6,936 $1.3M
WJ Financial Advisors LLC 0.97% Reduce -5.3% 6,929 $1.3M
Cornell Pochily Investment Advisors, Inc. 0.35% Reduce -2.5% 6,924 $1.3M
Everest Financial Group LLC 0.18% Add +0.0% 6,924 $1.3M
Family Capital Management, Inc. 0.51% Reduce -0.7% 6,895 $1.3M
Breakwater Capital Group 0.16% Add +1.9% 6,886 $1.3M
Evergreen Capital Management LLC 0.02% Add +1.8% 6,878 $1.3M
Northeast Investment Management 0.05% Add +30.3% 6,876 $1.3M
TRB Wealth Management, LLC 0.17% Reduce -0.5% 6,820 $1.3M
TBH Global Asset Management, LLC 0.24% Add +0.1% 6,815 $1.3M
PMG Wealth Management, Inc. 0.80% Reduce -1.4% 6,809 $1.3M
Hubbell Strickland Wealth Management, LLC 0.47% Add +0.1% 6,802 $1.3M
Massar Capital Management, LP 0.44% New 6,780 $1.3M
Elmwood Wealth Management, Inc. 0.32% Reduce -4.5% 6,771 $1.3M
Pines Wealth Management, LLC 0.37% Reduce -0.9% 6,744 $1.3M
BCS Wealth Management 0.23% Add +82.0% 6,739 $1.3M
Investmark Advisory Group LLC 0.49% Add +0.1% 6,734 $1.3M
Fortis Advisors, LLC 0.60% Reduce -6.5% 6,733 $1.3M
PUREfi Wealth, LLC 0.70% No change 6,720 $1.3M
Severin Investments, LLC 0.96% Reduce -1.2% 6,676 $1.3M
Oxford Financial Group, LTD. LLC 0.06% Reduce -1.8% 6,672 $1.3M
DDD Partners, LLC 0.08% Reduce -65.5% 6,651 $1.3M
Mascagni Wealth Management, Inc. 0.79% Reduce -1.1% 6,641 $1.3M
Stonebridge Capital Management Inc. 0.61% New 6,637 $1.3M
Brookwood Investment Group LLC 0.15% Reduce -30.4% 6,594 $1.3M
Sound Income Strategies, LLC 0.06% Add +4.4% 6,582 $1.3M
Bayban 0.96% Reduce -0.2% 6,574 $1.3M
Kingsbury Capital Investment Advisors LLC 1.06% Add +15.1% 6,556 $1.2M
KMT Wealth Management, LLC 1.06% New 6,556 $1.2M
Klingman & Associates, LLC 0.05% Add +27.1% 6,530 $1.2M
Dale Q Rice Investment Management Ltd 0.67% Reduce -1.1% 6,521 $1.2M
Vanguard National Trust Co 0.07% Reduce -30.8% 6,494 $1.2M
Curi Capital, LLC 0.02% Reduce -14.5% 6,484 $1.2M
Regal Partners Ltd 0.07% New 6,482 $1.2M
Endeavor Private Wealth, Inc. 0.30% Reduce -3.8% 6,473 $1.2M
MWA Asset Management 0.56% Reduce -5.6% 6,448 $1.2M
Fund Advisors of America Inc 1.11% Reduce -6.5% 6,445 $1.2M
Advance Capital Management, Inc. 0.04% Add +15.8% 6,438 $1.2M
Waystone Advisors LLC 0.91% Add +7.5% 6,411 $1.2M
Obermeyer Wealth Partners 0.05% No change 6,408 $1.2M
Insight Advisors, LLC/ PA 0.21% Add +24.7% 6,400 $1.2M
Bluebird Wealth Management LLC 1.06% No change 6,400 $1.2M
Amplius Wealth Advisors, LLC 0.09% Reduce -3.9% 6,398 $1.2M
Root Financial Partners, LLC 0.05% Add +30.4% 6,392 $1.2M
Spartan Planning & Wealth Management 0.81% Add +48.4% 6,378 $1.2M
CPC Advisors, LLC 0.16% Add +38.8% 6,374 $1.2M
Pictet North America Advisors SA 0.11% No change 6,374 $1.2M
Bangor Savings Bank 0.09% Reduce -78.9% 6,361 $1.2M
Townsend Asset Management Corp. /NC/ 0.39% Add +28.6% 6,360 $1.2M
Midland Wealth Advisors, LLC 0.06% Reduce -2.4% 6,326 $1.2M
Colonial River Investments, LLC 0.34% Reduce -19.5% 6,323 $1.2M
Boston Trust Walden Corp 0.01% Reduce -0.5% 6,302 $1.2M
Clear Harbor Asset Management, LLC 0.07% Reduce -1.3% 6,294 $1.2M
Banque Pictet & Cie SA 0.01% No change 6,280 $1.2M
Astra Wealth Partners LLC 0.67% Reduce -0.1% 6,275 $1.2M
American Trust 0.09% Add +3.0% 6,260 $1.2M
Childress Capital Advisors, LLC 0.19% New 6,244 $1.2M
Laurel Oak Wealth Management, LLC 0.17% Reduce -14.8% 6,224 $1.2M
Ignite Planners, LLC 0.16% Reduce -2.0% 6,219 $1.2M
IMA Advisory Services, Inc. 0.07% Add +89.5% 6,209 $1.2M
Lantern Wealth Advisors, LLC 0.54% No change 6,200 $1.2M
Two Sigma Securities, LLC 0.10% New 6,195 $1.2M
Financial Freedom, LLC 0.54% Add +0.1% 6,192 $1.2M
Blue Trust, Inc. 0.01% Reduce -9.6% 6,179 $1.2M
Betterment LLC 0.00% Add +29.2% 6,149 $1.2M
Prairie Advisory, LLC 0.28% — 6,137 $1.2M
Diversified Trust Co. 0.02% Add +16.3% 6,136 $1.2M
Empirical Asset Management, LLC 0.26% Reduce -0.9% 6,135 $1.2M
Harvey Capital Management Inc. 0.24% No change 6,130 $1.2M
Sig Brokerage, LP 0.19% New 6,118 $1.2M
JDM Financial Group LLC 0.40% Add +22.0% 6,118 $1.2M
Kensington Investment Counsel, LLC 0.50% Reduce -8.4% 6,085 $1.2M
Portfolio Resources Advisor Group, Inc. 0.98% Add +14.2% 6,072 $1.2M
Mason & Associates Inc 0.19% Reduce -0.8% 6,066 $1.2M
First Commonwealth Financial Corp 0.16% Add +0.0% 6,065 $1.2M
Acorn Financial Advisory Services Inc. 0.15% No change 6,064 $1.2M
Archer Investment Corp 0.22% Add +47.5% 6,048 $1.2M
Quantbot Technologies LP 0.05% New 6,034 $1.1M
Axim Planning & Wealth 1.62% Reduce -11.5% 6,016 $1.1M
Wellington Shields & Co., LLC 0.26% Add +0.3% 6,014 $1.1M
Rational Advisors, Inc. 0.11% New 6,000 $1.1M
Hazlett, Burt & Watson, Inc. 0.30% Reduce -0.4% 5,995 $1.1M
AmeriServ Wealth Advisors 0.76% Reduce -32.0% 5,985 $1.1M
Oxler Private Wealth LLC 0.33% Add +0.1% 5,976 $1.1M
Wealthquest Corp 0.07% Add +43.7% 5,968 $1.1M
DSG Capital Advisors, LLC 0.16% No change 6,174 $1.1M
HORAN Wealth, LLC 0.14% Add +43.5% 5,947 $1.1M
LeClair Wealth Partners LLC 0.59% New 5,946 $1.1M
NorthCoast Asset Management LLC 0.03% Add +1.4% 5,931 $1.1M
Sweeney & Michel, LLC 0.30% Reduce -39.0% 6,011 $1.1M
Embree Financial Group 0.11% Add +0.6% 5,905 $1.1M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.41% Add +4.8% 5,894 $1.1M
Sovran Advisors, LLC 0.08% Add +25.8% 6,549 $1.1M
Vermillion Wealth Management, Inc. 0.27% Reduce -42.4% 5,880 $1.1M
Sovereign Financial Group, Inc. 0.17% Reduce -2.0% 5,873 $1.1M
Goodman Advisory Group, LLC 0.26% Add +7.6% 5,865 $1.1M
PCG Wealth Advisors, LLC 0.25% Add +0.9% 5,864 $1.1M
Elevation Wealth Management LLC 0.83% Reduce -1.0% 5,851 $1.1M
Waddell & Associates, LLC 0.06% No change 5,847 $1.1M
St Germain D J Co. Inc. 0.04% Add +0.9% 5,845 $1.1M
Credit Industriel Et Commercial 0.20% Reduce -89.9% 5,837 $1.1M
Regent Peak Wealth Advisors LLC 0.21% Reduce -19.9% 5,831 $1.1M
Truvestments Capital LLC 0.17% Add +0.1% 5,830 $1.1M
Nvwm, LLC 0.22% Reduce -22.4% 5,827 $1.1M
Arista Wealth Management, LLC 0.12% No change 5,814 $1.1M
Madison Wealth Partners, Inc 0.14% New 5,802 $1.1M
Charles Schwab Trust Co 0.06% Add +31.5% 5,789 $1.1M
Estate Planners Group, LLC 0.50% Reduce -0.4% 5,774 $1.1M
Confluence Wealth Services, Inc. 0.03% Add +6.1% 5,755 $1.1M
Guardian Capital, LLC 0.90% Reduce -9.1% 5,752 $1.1M
LaSalle St. Investment Advisors, LLC 0.13% Add +15.5% 5,743 $1.1M
Integrated Financial Solutions, Inc. 0.59% Add +0.0% 5,719 $1.1M
North Capital, Inc. 0.82% No change 5,704 $1.1M
Private Client Services, LLC 0.28% Reduce -6.9% 5,702 $1.1M
Baldwin Investment Management, LLC 0.10% No change 5,700 $1.1M
Farmers & Merchants Investments Inc. 0.03% No change 5,691 $1.1M
Wellington Management Group LLP 0.00% Reduce -31.4% 5,679 $1.1M
First Foundation Advisors 0.04% Add +12.1% 5,669 $1.1M
Rebalance, LLC 0.06% Add +1.2% 5,620 $1.1M
Penobscot Investment Management Company, Inc. 0.07% Add +1.8% 5,605 $1.1M
SlateStone Wealth, LLC 0.08% No change 5,599 $1.1M
Dorsey & Whitney Trust CO LLC 0.05% No change 5,600 $1.1M
Private Wealth Partners, LLC 0.08% No change 5,586 $1.1M
Tableaux LLC 0.45% No change 5,582 $1.1M
City Center Advisors, LLC 0.86% New 5,558 $1.1M
Invesco Ltd. 0.00% Add +31.2% 5,556 $1.1M
Asset Management Group, Inc. 0.15% Add +0.1% 5,547 $1.1M
Bernard Wealth Management Corp. 0.39% No change 5,546 $1.1M
TAGStone Capital, Inc. 0.34% Add +0.6% 5,541 $1.1M
MPWM Advisory Solutions, LLC 0.48% Add +63.0% 5,541 $1.1M
Roof Eidam Maycock Peralta, LLC 0.21% No change 5,520 $1.1M
Strait & Sound Wealth Management LLC 0.37% Reduce -3.5% 5,514 $1.1M
Genesis Private Wealth, LLC 0.29% Reduce -1.1% 5,484 $1.0M
Fort Point Capital Partners LLC 0.11% Reduce -42.2% 5,458 $1.0M
Inscription Capital, LLC 0.09% Reduce -9.7% 5,455 $1.0M
Ackerman Capital Advisors, LLC 0.21% No change 5,438 $1.0M
First United Bank & Trust 0.30% Reduce -5.0% 5,435 $1.0M
Alpha Wealth Funds, LLC 0.64% Reduce -19.9% 5,434 $1.0M
Hexagon Capital Partners LLC 0.15% Reduce -9.2% 5,429 $1.0M
TOP Private Wealth LLC. 0.99% — 5,421 $1.0M
Pasadena Private Wealth, LLC 0.13% No change 5,420 $1.0M
Texas Yale Capital Corp. 0.02% No change 5,400 $1.0M
Holderness Investments Co. 0.17% Add +0.1% 5,397 $1.0M
Camelot Technology Advisors, Inc. 0.70% Add +0.1% 5,391 $1.0M
Alesco Advisors, LLC, An ESL Co 0.02% Reduce -1.2% 5,390 $1.0M
Hantz Financial Services, Inc. 0.01% Add +10.4% 5,354 $1.0M
Nautilus Advisors LLC 0.60% No change 5,490 $1.0M
Accredited Investors Inc. 0.04% Reduce -15.5% 5,350 $1.0M
McElhenny Sheffield Capital Management, LLC 0.25% Reduce -1.8% 5,344 $1.0M
Hanover Advisors Inc. 0.37% No change 5,328 $1.0M
Petros Family Wealth, LLC 0.62% Add +10.8% 5,313 $1.0M
WP Advisors, LLC 0.24% Reduce -33.3% 5,295 $1.0M
STAR Financial Bank 0.41% No change 5,287 $1.0M
Flagship Wealth Advisors, LLC 0.23% Add +175.3% 5,286 $1.0M
Crescent Sterling, Ltd. 0.90% Add +4.7% 5,282 $1.0M
Meridian Financial Advisors, LLC 0.48% Add +7.1% 5,281 $1.0M
LaFleur & Godfrey LLC 0.12% Reduce -15.7% 5,275 $1.0M
Wealth Group Ltd 0.19% Reduce -20.2% 5,274 $1.0M
Strategic Wealth Partners, Ltd. 0.06% Reduce -3.1% 5,269 $1.0M
Destination Wealth Management 0.02% Add +3.4% 5,265 $1.0M
Platform Technology Partners 0.16% Add +0.1% 5,263 $1.0M
Mindset Wealth Management, LLC 0.19% No change 5,256 $1.0M
Sei Investments Co. 0.00% Add +116.8% 5,245 $999K
Vectors Research Management, LLC 0.26% Reduce -2.7% 5,230 $996K
MCF Advisors LLC 0.04% Add +9.4% 5,229 $996K
Investment Partners Asset Management, Inc. 0.55% No change 5,215 $994K
Pinnacle Wealth Planning Services, Inc. 0.09% No change 5,206 $992K
Gryphon Financial Partners LLC 0.09% Reduce -0.1% 5,202 $991K
Cullen Capital Management, LLC 0.01% Reduce -7.6% 5,179 $987K
Global View Capital Management LLC 0.20% Reduce -1.8% 5,177 $986K
Clare Market Investments LLC 0.18% Reduce -9.0% 5,168 $985K
Performance Wealth Partners, LLC 0.02% Reduce -1.1% 5,147 $981K
Lumbard & Kellner, LLC 0.30% No change 5,140 $979K
Comprehensive Financial Planning, Inc. 0.52% Add +0.1% 5,132 $978K
Burford Brothers, Inc. 0.36% Reduce -1.3% 5,116 $975K
Byrne Asset Management LLC 0.53% Reduce -0.4% 5,115 $975K
Sterling Investment Management, LLC 0.53% Reduce -19.5% 5,110 $974K
L & S Advisors Inc 0.10% Add +14.8% 5,101 $972K
Richard W. Paul & Associates, LLC 0.30% Reduce -8.3% 5,101 $972K
Apriem Advisors 0.08% Add +1.7% 5,093 $970K
Manufacturers Life Insurance Company, The 0.00% New 5,087 $969K
Prospect Financial Services LLC 0.49% Add +3.0% 5,077 $967K
Cozad Asset Management Inc. 0.06% Add +0.4% 5,072 $966K
Prosperity Bancshares Inc 0.63% No change 5,068 $966K
Tennessee Valley Asset Management Partners 0.11% Add +73.6% 5,027 $958K
Burling Wealth Partners, LLC 0.14% Add +0.2% 5,016 $956K
Quartz Partners, LLC 0.31% Add +22.9% 5,011 $955K
Burke & Herbert Bank & Trust Co. 0.24% Add +8.9% 5,010 $955K
Ellevest, Inc. 0.11% Reduce -2.0% 5,006 $954K
Lynx Investment Advisory 0.31% Reduce -1.8% 5,004 $953K
Armstrong Advisory Group, Inc. 0.06% Add +7.0% 5,003 $953K
Alpine Woods Capital Investors, LLC 0.21% No change 5,000 $953K
LS Investment Advisors, LLC 0.13% No change 5,000 $953K
Woodstock Corp. 0.08% No change 5,000 $953K
Bramshill Investments, LLC 0.07% Reduce -9.1% 5,000 $953K
Nvest Financial, LLC 0.30% Reduce -16.1% 4,998 $952K
Miramontes Capital, LLC 0.30% No change 4,996 $952K
MBL Wealth, LLC 0.07% Reduce -7.8% 4,993 $951K
Hanson & Doremus Investment Management 0.10% Reduce -0.5% 4,986 $950K
American Financial Advisors, LLC 0.11% Reduce -1.1% 4,968 $947K
Roman Butler Fullerton & Co. 0.23% New 5,194 $942K
Trust Co. of Vermont 0.03% — 4,918 $937K
WASHINGTON TRUST Co 0.03% No change 4,918 $937K
CRA Financial Services, LLC 0.11% Add +16.7% 4,913 $936K
Parkside Financial Bank & Trust 0.06% Reduce -2.4% 4,909 $935K
Northbridge Financial Group, LLC 0.36% Reduce -1.1% 4,886 $931K
Xcelsior Advisor Partners LLC 0.12% New 4,877 $929K
Plan Group Financial, LLC 0.19% Reduce -75.5% 4,867 $927K
Thoroughbred Financial Services, LLC 0.04% Reduce -3.8% 4,859 $925K
Balefire, LLC 0.15% Reduce -2.2% 4,848 $924K
Bci Securities, Inc. 7.89% No change 4,804 $915K
FLC Capital Advisors 0.15% Reduce -8.1% 4,800 $914K
TrueWealth Advisors, LLC 0.21% Reduce -0.7% 4,799 $914K
Heritage Trust Co 0.08% Reduce -2.5% 4,787 $912K
Welch Capital Partners LLC 0.18% No change 4,780 $911K
Physician Wealth Advisors, Inc. 0.11% Add +0.1% 4,772 $909K
Curbstone Financial Management Corp 0.15% New 4,764 $908K
Dagco, Inc. 0.17% Add +0.1% 4,757 $906K
Allie Family Office LLC 0.34% Add +3.6% 4,737 $902K
Resolute Wealth Advisor, Inc. 0.51% No change 6,783 $901K
Personal Cfo Solutions, LLC 0.13% Reduce -27.4% 4,718 $899K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 4,708 $897K
Clark Asset Management, LLC 0.07% Reduce -6.8% 4,706 $897K
Lakeridge Wealth Management LLC 0.33% Add +127.8% 4,695 $895K
Gateway Investment Advisers LLC 0.01% Add +9.5% 4,692 $894K
Almanack Investment Partners, LLC. 0.11% Reduce -47.0% 4,691 $894K
Rialto Wealth Management, LLC 0.18% No change 4,687 $893K
Shufro Rose & Co. LLC 0.05% No change 4,684 $892K
Tolleson Wealth Management, Inc. 0.12% No change 4,668 $889K
Berman McAleer LLC 0.10% Reduce -2.1% 4,647 $885K
Alpha Zero LLC 0.34% Reduce -28.5% 4,981 $884K
Taylor & Morgan Wealth Management, LLC 0.44% Add +1.1% 4,641 $884K
Elevated Capital Advisors, LLC 0.24% No change 4,636 $883K
Artesa Financial Group, LLC 0.75% Add +1.7% 4,629 $882K
Nicolet Bankshares Inc. 0.03% Add +22.4% 4,667 $880K
Worth Financial Advisory Group, LLC 0.37% New 4,614 $879K
Pioneer Family Office, LLC 0.45% Add +0.2% 4,611 $878K
WealthBridge Capital Management, LLC 0.17% No change 4,594 $875K
HM Payson & Co. 0.01% Reduce -85.3% 4,592 $875K
LBMC Investment Advisors, LLC 0.05% Add +0.8% 4,583 $873K
Parkway Wealth Management Group, LLC 0.10% Reduce -1.1% 4,580 $873K
Avalon Trust Co 0.05% No change 4,552 $867K
Intrust Bank NA 0.06% No change 4,552 $867K
Cape Investment Advisory, Inc. 0.23% Add +0.8% 4,535 $864K
Traction Financial Partners, LLC 0.46% No change 4,532 $863K
Black Maple Capital Management LP 0.58% No change 4,520 $861K
Stanich Group LLC 0.54% Add +15.5% 4,512 $860K
Kingdom Financial Group LLC. 0.22% Add +25.2% 4,498 $857K
Bernicke Wealth Management, Ltd. 0.10% New 4,490 $855K
Cove Private Wealth, LLC 0.17% Add +42.8% 4,483 $854K
Summit Asset Management, LLC 0.11% Reduce -4.6% 4,482 $854K
Unique Wealth, LLC 0.10% Add +1.7% 4,482 $854K
McLaughlin Asset Management, Inc. 0.59% Reduce -1.5% 4,481 $854K
Gray Private Wealth, LLC 0.37% No change 4,472 $852K
Mairs & Power Inc. 0.01% No change 4,470 $852K
LexAurum Advisors, LLC 0.10% Add +13.0% 4,464 $851K
Gradient Investments LLC 0.01% Add +3.9% 4,460 $850K
Bellecapital International Ltd. 0.14% Reduce -0.0% 4,459 $850K
Kendall Capital Management 0.14% No change 4,432 $844K
Beacon Capital Management, LLC 0.12% Add +4.8% 4,427 $843K
Longview Financial Advisors LLC 0.42% No change 4,426 $843K
Kuhn & Co Investment Counsel 0.49% No change 4,411 $840K
Quadrant Capital Group LLC 0.02% Reduce -0.4% 4,403 $839K
Cambient Family Office, LLC 0.10% Add +1.4% 4,402 $839K
Community Bank, N.A. 0.09% Reduce -0.1% 4,399 $838K
Continuum Advisory, LLC 0.07% Add +5.6% 4,386 $836K
Ascent Wealth Partners, LLC 0.08% Reduce -0.2% 4,384 $835K
Clearwater Capital Advisors, LLC 0.06% Reduce -0.3% 4,365 $832K
Phillips Financial Management, LLC 0.06% No change 4,358 $830K
OneAscent Family Office, LLC 0.42% Reduce -9.7% 4,351 $829K
First Nebraska Trust Co 0.07% No change 4,350 $829K
R.H. Investment Group, LLC 0.62% No change 4,334 $826K
MainStreet Investment Advisors LLC 0.11% Reduce -1.1% 4,328 $825K
Legacy Financial Independent Advisors LLC 0.39% Add +37.8% 4,313 $822K
Smith & Howard Wealth Management, LLC 0.17% Reduce -0.1% 4,309 $821K
KG Capital Management 0.49% Add +2.9% 4,297 $819K
Liberty Wealth Management LLC 0.10% No change 6,156 $818K
Darden Wealth Group Inc 0.32% Add +7.0% 4,294 $818K
Avalon Capital Management 0.19% No change 4,288 $817K
Uptick Partners, LLC 0.13% Add +12.2% 4,286 $817K
Ridgewood Investments LLC 0.31% Reduce -1.9% 4,278 $815K
Samara Investment Management, LLC 0.75% Add +25.4% 4,269 $813K
Paladin Advisory Group, LLC 0.54% Reduce -1.4% 4,268 $813K
Essex Financial Services, Inc. 0.04% Add +13.7% 4,265 $813K
Mayflower Financial Advisors, LLC 0.07% Reduce -11.5% 4,259 $811K
Pacific Excel Wealth Advisors, Inc. 0.31% New 4,252 $810K
Heritage Family Offices, LLP 0.31% Reduce -16.2% 4,252 $810K
IPG Investment Advisors LLC 0.12% Add +3.7% 4,247 $809K
180 Wealth Advisors, LLC 0.08% Reduce -7.2% 4,242 $808K
Members Wealth LLC 0.44% No change 4,237 $807K
Canal Capital Management, LLC 0.10% Reduce -6.6% 4,236 $807K
Williams & Novak, LLC 0.54% Add +38.0% 4,227 $805K
Guyasuta Investment Advisors Inc. 0.04% Add +4.1% 4,222 $804K
Juncture Wealth Strategies, LLC 0.21% Reduce -6.1% 4,193 $799K
Trail Ridge Investment Advisors, LLC 0.34% Add +71.6% 4,191 $798K
Adkins Seale Capital Management LLC 0.71% No change 4,184 $797K
Global Financial Private Client, LLC 0.22% No change 4,184 $797K
Investment Management Trust, LLC 0.71% Add +0.1% 4,181 $797K
Rice Partnership, LLC 0.10% No change 4,169 $794K
Farmers National Bank 0.17% Reduce -2.0% 4,155 $792K
First Command Advisory Services, Inc. 0.00% Reduce -1.4% 4,155 $792K
SOA Wealth Advisors, LLC. 0.13% Reduce -4.3% 4,136 $788K
Leavell Investment Management, Inc. 0.03% Add +1.7% 4,130 $787K
Greenline Wealth Management LLC 0.65% Reduce -29.4% 4,125 $786K
Diligent Investors, LLC 0.17% Reduce -19.4% 4,121 $785K
TCFG Investment Advisors, LLC 0.27% Reduce -23.2% 4,115 $784K
Rockwood Wealth Management, LLC 0.05% Add +44.2% 4,067 $775K
FCG Investment Co 0.27% Reduce -8.0% 4,060 $773K
American State Bank (Iowa) 0.31% Reduce -15.8% 4,046 $771K
Gambit Capital Management, LLC 0.45% Reduce -1.5% 4,039 $770K
Dearborn Partners LLC 0.04% Reduce -12.3% 4,012 $764K
Claro Advisors Inc. 0.08% Reduce -12.1% 4,012 $764K
Gruss & Co., LLC 2.00% Add +100.0% 4,000 $762K
Kelleher Financial Advisors 0.11% New 4,000 $762K
Quantum Financial Advisors, LLC 0.08% No change 4,000 $762K
Tradewinds Capital Management, LLC 0.14% Reduce -0.1% 3,990 $760K
Cadence Wealth Management LLC 0.34% Add +18.7% 3,966 $756K
Clear Creek Financial Management, LLC 0.05% Add +1.9% 3,958 $754K
Buska Wealth Management, LLC 0.27% Reduce -14.0% 3,955 $754K
Libra Wealth LLC 0.19% No change 3,950 $753K
Keystone Financial Services 0.19% No change 3,943 $751K
PW Nova Financial Services LLC 0.16% Reduce -1.7% 3,920 $747K
Mine & Arao Wealth Creation & Management, LLC. 0.27% No change 3,903 $744K
Iron Gate Global Advisors LLC 0.07% Add +5.6% 3,891 $741K
Mainstream Capital Management LLC 0.44% No change 3,876 $738K
Mirador Capital Partners LP 0.09% Reduce -0.4% 3,867 $737K
Atlanta Consulting Group Advisors, LLC 0.12% Add +0.8% 3,840 $732K
Frazier Financial Advisors, LLC 0.37% Reduce -3.6% 3,839 $731K
Pacific Wealth Strategies Group, Inc. 0.42% Reduce -43.1% 3,836 $731K
T. Rowe Price Associates Inc. 0.00% No change 3,824 $729K
Vantus Wealth LLC 0.39% — 3,818 $727K
Waldron Private Wealth LLC 0.03% Reduce -2.6% 3,813 $726K
Fusion Capital, LLC 0.17% Reduce -1.6% 3,793 $723K
Hyundai Investments Co., Ltd. 0.78% Reduce -86.2% 3,897 $723K
Oakwell Private Wealth Management, LLC 0.12% Reduce -7.7% 3,789 $722K
Creekside Partners 0.26% Add +4.4% 3,777 $720K
Latitude Advisors, LLC 0.29% Reduce -6.3% 3,775 $719K
Grove Bank & Trust 0.07% Reduce -36.9% 3,752 $715K
Blue Fin Capital, Inc. 0.10% Reduce -0.2% 3,740 $713K
Affiance Financial, LLC 0.10% Add +8.2% 3,724 $709K
Cottage Street Advisors LLC 0.27% Reduce -16.1% 3,722 $709K
JGP Wealth Management, LLC 0.06% No change 3,720 $709K
BCV Asset Management Inc. 0.02% Reduce -2.1% 3,798 $706K
Glass Jacobson Investment Advisors llc 0.22% No change 3,702 $705K
Aerodigm Wealth, LLC 0.24% No change 3,692 $703K
Two West Capital Advisors LLC 0.35% Reduce -24.5% 4,002 $703K
Tulsa Wealth Advisors, INC 0.10% Add +35.0% 3,686 $702K
Compass Wealth Management LLC 0.13% New 3,666 $698K
Wakefield Asset Management LLLP 0.16% New 3,652 $696K
Chicago Wealth Management, Inc. 0.25% Reduce -0.1% 3,636 $693K
Natixis 0.00% Reduce -70.4% 3,634 $692K
Avantra Family Wealth, Inc. 0.44% Add +17.4% 3,629 $691K
Vicus Capital 0.04% Add +0.6% 3,626 $691K
Private Capital Advisors, Inc. 0.06% No change 3,626 $691K
Slagle Financial, LLC 0.21% Add +1.3% 3,625 $691K
Nicholas Hoffman & Company, LLC. 0.01% Add +1.4% 3,618 $689K
HHM Wealth Advisors, LLC 0.07% Add +1.6% 3,613 $688K
Ironwood Investment Counsel, LLC 0.09% Reduce -5.9% 3,612 $688K
Topsail Wealth Management, LLC 0.09% No change 3,612 $688K
Southland Equity Partners LLC 0.12% Add +14.7% 3,591 $684K
Adamsbrown Wealth Consultants LLC 0.13% Add +6.4% 3,588 $684K
WealthTrust Axiom LLC 0.15% Reduce -0.2% 3,587 $683K
Burnham & Co LLC 0.55% — 3,577 $682K
Retirement Solution LLC 0.13% Add +4.2% 3,567 $680K
Wilmington Savings Fund Society, FSB 0.02% Reduce -0.7% 3,562 $679K
Tanglewood Legacy Advisors, LLC 0.22% No change 3,560 $678K
FORM Wealth Advisors, LLC 0.07% No change 3,560 $678K
My Personal CFO, LLC 0.26% Reduce -3.4% 3,558 $678K
Henrickson Nauta Wealth Advisors, Inc. 0.16% Add +37.6% 3,549 $676K
SageView Advisory Group, LLC 0.02% Reduce -0.6% 3,543 $675K
Home Federal Bank of Tennessee 0.14% No change 3,520 $671K
New Republic Capital, LLC 0.15% Add +3.6% 3,516 $670K
Marble Wealth, LLC 0.10% Add +0.1% 3,509 $668K
Howard Financial Services, LTD. 0.07% No change 3,507 $668K
Floyd Financial Group LLC 0.44% Reduce -5.1% 3,638 $668K
Lodestone Wealth Management LLC 0.24% Reduce -1.1% 3,500 $667K
Vericrest Private Wealth 0.59% No change 3,498 $666K
Outlook Wealth Advisors, LLC 0.14% Add +1.6% 3,490 $665K
Summit Wealth Group LLC / Co. 0.06% Add +0.1% 3,489 $665K
Standard Family Office LLC 0.58% No change 3,488 $665K
Roan Capital Partners 0.55% No change 3,486 $664K
Guidance Point Advisors, LLC 0.14% Reduce -0.4% 3,481 $663K
Resolute Wealth Strategies, LLC 0.26% Reduce -1.3% 3,481 $663K
Decker Wealth Management LLC 0.14% No change 3,470 $661K
KFG Wealth Management, LLC 0.07% Add +0.4% 3,467 $661K
Financial Council, LLC 0.21% No change 3,466 $660K
Pinnacle Bancorp, Inc. 0.17% No change 3,458 $659K
Purpose Unlimited Inc. 0.03% Add +741.0% 3,465 $659K
BNC Wealth Management, LLC 0.16% Reduce -1.1% 3,456 $658K
Pinnacle Family Advisors, LLC 0.28% New 3,453 $658K
North Star Asset Management Inc. 0.03% No change 3,444 $656K
WT Wealth Management 0.18% Reduce -0.2% 3,422 $652K
Wilkins Miller Wealth Management, LLC 0.36% Reduce -1.3% 3,421 $652K
EFG International AG 0.01% Add +37.0% 3,414 $652K
SouthState Bank Corp 0.03% Reduce -12.4% 3,420 $652K
Trinity Financial Advisors LLC 0.17% No change 3,412 $650K
Triad Wealth Partners, LLC 0.04% Add +43.6% 3,649 $650K
Northwest Wealth Advisors, LLC 0.37% No change 3,400 $648K
CDKV Holdings LLC 0.51% No change 3,394 $647K
VSM Wealth Advisory, LLC 0.17% No change 3,375 $643K
Beacon Financial Group 0.06% No change 3,375 $643K
Linscomb Wealth, Inc. 0.03% Reduce -51.3% 3,364 $641K
NorthCrest Asset Manangement, LLC 0.02% Add +36.8% 3,456 $641K
Procyon Advisors, LLC 0.03% Add +2.3% 3,362 $640K
Semitam Bonam LLC 0.47% No change 3,350 $638K
Iams Wealth Management, LLC 0.19% New 3,344 $637K
N.E.W. Advisory Services LLC 0.04% Add +101.6% 3,335 $635K
Haven Private, LLC 0.24% Reduce -26.9% 3,330 $634K
Hendershot Investments Inc. 0.08% Add +33.6% 3,319 $632K
Integrated Capital Management, LLC 0.23% Reduce -4.0% 3,310 $631K
Schneider Downs Wealth Management Advisors, LP 0.06% Reduce -4.2% 3,298 $628K
FSM Wealth Advisors, LLC 0.07% Reduce -8.4% 3,284 $626K
LCNB Corp. 0.19% No change 3,280 $625K
Florida Trust Wealth Management Co 0.02% Add +4.5% 3,280 $625K
Viawealth, LLC 0.31% No change 3,275 $624K
Centurion Wealth Management LLC 0.15% Reduce -21.4% 3,270 $623K
Archer Investment Management, LLC 0.21% Reduce -13.6% 3,260 $621K
Ruggaard & Associates LLC 0.22% No change 3,246 $618K
Strategic Investment Advisors / MI 0.04% Reduce -20.9% 3,244 $618K
49 Wealth Management, LLC 0.12% Add +53.2% 3,239 $617K
Alongside, LLC 0.12% — 3,239 $617K
Axos Invest Inc. 0.45% New 3,228 $615K
VERITY Wealth Advisors 0.37% Add +2.4% 3,225 $614K
NLB Skladi, upravljanje premozenja, d.o.o. 0.02% No change 3,225 $614K
WealthTrust Asset Management, LLC 0.33% Reduce -0.3% 3,223 $614K
Valley Wealth Managers, Inc. 0.04% Reduce -0.6% 3,219 $613K
Alaethes Wealth, LLC 0.18% Reduce -2.4% 3,210 $612K
Cathy Pareto & Associates, Inc. 0.36% Add +0.1% 3,204 $611K
Secure Asset Management, LLC 0.09% New 3,198 $609K
Pacific Park Financial, Inc. 0.35% Reduce -2.1% 3,189 $608K
Purewater Capital LLC 0.44% Reduce -11.1% 3,183 $606K
Hoxton Planning & Management, LLC 0.16% No change 3,182 $606K
Brick & Kyle, Associates 0.20% No change 4,561 $606K
Douglass Winthrop Advisors, LLC 0.01% No change 3,172 $604K
Harbor Asset Planning, Inc. 0.45% Reduce -12.6% 3,150 $600K
Pathway Financial Advisers, LLC 0.15% Reduce -0.3% 3,148 $600K
Alley Investment Management Company, LLC 0.07% Reduce -51.1% 3,148 $600K
Dimension Capital Management LLC 0.07% New 3,146 $599K
Ballast Advisors LLC 0.14% Add +82.2% 3,145 $599K
Kathmere Capital Management, LLC 0.03% Add +0.0% 3,143 $599K
MSH Capital Advisors LLC 0.10% Add +51.8% 3,131 $596K
Goldstone Financial Group, LLC 0.05% No change 3,129 $596K
Nilsine Partners, LLC 0.04% Add +11.5% 3,123 $595K
Green Ridge Wealth Planning LLC 0.25% Add +3.8% 3,113 $593K
Gemmer Asset Management LLC 0.04% Reduce -18.4% 3,112 $593K
Hopwood Nicholas Hunter 0.16% New 3,107 $592K
Southeast Asset Advisors, LLC 0.06% No change 3,106 $592K
Lincoln Capital Corp. 0.19% No change 3,106 $592K
Asset Planning Services Inc. /La/ 0.25% No change 3,100 $591K
Chapin Davis, Inc. 0.10% No change 3,101 $591K
Tortuga Wealth Management, Inc 0.45% Reduce -15.3% 3,101 $591K
Mitchell Sinkler & Starr 0.25% No change 3,100 $591K
Fonville Wealth Management LLC 0.10% Add +0.0% 3,088 $588K
Primoris Wealth Advisors, LLC 0.27% No change 3,082 $587K
Focused Alpha, LLC 0.15% Reduce -1.0% 3,077 $586K
Connecticut Wealth Management, LLC 0.02% Reduce -0.1% 3,074 $586K
Carl P. Sherr & Co., LLC 0.25% No change 3,072 $585K
Firethorn Wealth Partners, LLC 0.19% Add +5.5% 3,062 $583K
JT Stratford LLC 0.06% Add +0.1% 3,061 $583K
Caxton Associates LLP 0.01% New 3,058 $583K
National Wealth Management Group, LLC 0.18% New 3,057 $582K
Edgestream Partners, L.P. 0.02% Reduce -30.4% 3,053 $582K
RCS Financial Planning, LLC 0.28% Reduce -2.6% 3,050 $581K
Dynamic Technology Lab Private Ltd 0.13% New 3,050 $581K
Harmony Asset Management LLC 0.16% Add +0.0% 3,045 $580K
Arta Finance Wealth Management LLC 0.25% Add +5.4% 3,043 $580K
Commerce Advisors, LLC 0.32% No change 3,043 $580K
Opulen Financial Group LLC 0.36% Add +0.1% 3,038 $579K
Novak & Powell Financial Services, Inc. 0.27% No change 3,031 $578K
Precedent Wealth Partners, LLC 0.10% Add +64.2% 3,021 $576K
Paragon Capital Management LLC 0.27% Reduce -6.8% 3,006 $573K
RTD Financial Advisors, Inc. 0.06% No change 3,003 $572K
Value Investment Professionals, LLC 0.48% New 3,000 $572K
Chatham Capital Group, Inc. 0.07% No change 3,000 $572K
Resonant Capital Advisors, LLC 0.03% New 2,996 $571K
Geneva Partners, LLC 0.15% Reduce -2.4% 2,990 $570K
Asset Allocation Strategies LLC 0.09% Reduce -9.6% 2,980 $568K
Cambria Investment Management, L.P. 0.03% New 2,977 $567K
Empowered Funds, LLC 0.00% Reduce -86.0% 2,977 $567K
Straight Path Wealth Management 0.13% Add +14.6% 2,971 $566K
Old North State Trust, LLC 0.29% Reduce -0.7% 2,963 $565K
Wealth Quarterback LLC 0.17% Add +0.1% 2,963 $564K
Legacy Financial Group, Inc. 0.13% Reduce -4.3% 2,959 $564K
Smith Chas P & Associates Pa Cpas 0.03% No change 2,952 $562K
Argos Wealth Advisors, LLC 0.15% No change 2,950 $562K
ALM First Financial Advisors, LLC 0.09% No change 3,613 $562K
Evernest Financial Advisors, LLC 0.12% No change 2,945 $561K
Portside Wealth Group, LLC 0.07% Add +69.5% 2,943 $561K
Parthenon LLC 0.06% Reduce -5.3% 2,935 $559K
Measured Risk Portfolios, Inc. 0.50% Reduce -5.6% 2,933 $559K
RPS Advisory Solutions LLC 0.37% New 2,924 $557K
Mission Financial Group, LLC 0.46% — 2,921 $557K
Comprehensive Financial Consultants Institutional, Inc. 0.15% Reduce -22.6% 2,908 $554K
Tufton Capital Management 0.09% No change 2,906 $553K
Castle Rock Wealth Management, LLC 0.11% Add +9.2% 2,975 $552K
Gsa Capital Partners LLP 0.03% Reduce -12.8% 2,898 $552K
Churchill Financial Advisors, LLC 0.11% No change 2,896 $552K
Accel Wealth Management 0.12% Reduce -4.8% 2,894 $551K
Hall Capital Management Co. Inc. 0.17% Reduce -1.8% 2,893 $551K
King Wealth Management Group 0.06% Add +11.3% 2,892 $551K
Ethic Inc. 0.01% New 2,891 $551K
CVFG LLC 0.06% Add +0.2% 2,881 $549K
Fiduciary Wealth Partners, LLC 0.30% Reduce -25.3% 2,874 $548K
Talisman Wealth Advisors LLC 0.41% Add +73.5% 2,872 $547K
SJS Investment Consulting Inc. 0.06% Reduce -1.0% 2,868 $546K
Shared Vision Wealth Group LLC 0.19% No change 2,863 $545K
Greenwich Wealth Management LLC 0.02% No change 2,861 $545K
Arlington Capital Management, Inc. 0.34% New 2,860 $545K
Carson Advisory Inc. 0.25% Add +2.8% 2,853 $544K
Davidson Kahn Capital Management, LLC 0.23% No change 2,848 $543K
Equita Financial Network, Inc. 0.15% Add +2.0% 2,846 $542K
Register Financial Advisors LLC 0.17% Reduce -8.1% 2,836 $540K
Trust Point Inc. 0.05% Reduce -0.6% 2,835 $540K
Innovative Asset Advisors Group, LLC 0.24% Add +0.1% 2,822 $538K
Fortress Private Ledger, LLC 0.15% Reduce -1.4% 2,821 $537K
Integrated Investment Consultants, LLC 0.11% Reduce -8.4% 2,819 $537K
Lifeworks Advisors, LLC 0.06% New 2,818 $537K
LongView Wealth Management 0.14% Reduce -19.1% 2,812 $536K
Waterfront Wealth Inc. 0.08% Add +7.5% 2,883 $536K
Pacific Center for Financial Services 0.12% No change 2,810 $535K
StrongBox Wealth, LLC 0.15% Reduce -0.1% 2,804 $534K
Marks Wealth, LLC 0.12% New 2,802 $534K
Main Street Research LLC 0.03% No change 2,800 $533K
Everhart Financial Group, Inc. 0.03% Reduce -12.1% 2,795 $533K
Hengehold Capital Management LLC 0.04% Add +1.3% 2,794 $532K
CLG LLC 0.12% Add +56.1% 2,791 $532K
Romano Brothers and Company 0.05% Reduce -22.3% 2,786 $531K
Optivise Advisory Services LLC 0.27% Reduce -0.5% 2,773 $528K
Ameriflex Group, Inc. 0.22% Add +161.8% 2,772 $528K
Oath Planning, LLC 0.39% Add +0.1% 2,773 $528K
Lane Brothers & Co. Inc. 0.35% Reduce -0.7% 2,771 $528K
Clarity Retirement & Wealth, LLC 0.36% Reduce -21.9% 2,764 $527K
HMS Capital Management, LLC 0.20% No change 2,760 $526K
Monograph Wealth Advisors, LLC 0.04% Add +48.8% 2,746 $523K
Capital Management Associates, Inc 0.10% No change 2,738 $522K
Investors Portfolio Services LLC 0.40% Add +1854.3% 2,736 $521K
Glassman Wealth Services 0.06% Add +147.0% 2,722 $519K
MBE Wealth Management, LLC 0.18% No change 2,712 $517K
Regency Capital Management Inc.\DE 0.20% Add +51.4% 2,705 $515K
Peterson Wealth Management 0.24% Add +6.9% 2,690 $512K
CVA Family Office, LLC 0.05% Add +22.6% 2,689 $512K
XP Advisory US, Inc. 0.28% — 2,688 $512K
SS&H Financial Advisors, Inc. 0.13% — 2,682 $511K
Freedom Investment Management, Inc. 0.14% Reduce -30.4% 2,680 $511K
Caldwell Sutter Capital, Inc. 0.19% Reduce -1.8% 2,680 $511K
TIAA Wealth Investment Management LLC 0.00% Add +86.5% 2,698 $509K
Vima LLC 0.50% — 2,663 $507K
Kellett Wealth Advisors, LLC 0.24% Add +0.1% 2,661 $507K
Range Advisory, LLC 0.06% Add +1.6% 2,656 $506K
Greystone Financial Group, LLC 0.14% New 2,655 $506K
Tidemark, LLC 0.11% Reduce -36.6% 2,650 $505K
Highline Wealth Partners LLC 0.10% Add +21983.3% 2,650 $505K
Thompson Investment Management, Inc. 0.06% No change 2,646 $504K
Brown Miller Wealth Management, LLC 0.13% No change 2,644 $504K
Smith Thornton Advisors LLC 0.22% No change 2,770 $502K
Rolek Wealth Management LLC 0.28% Add +0.1% 2,635 $502K
Rodgers & Associates, LTD 0.05% No change 2,635 $502K
Valley National Advisers Inc. 0.06% Reduce -0.8% 2,628 $501K
Collaborative Wealth Managment Inc. 0.21% Reduce -0.2% 2,618 $499K
Verity Asset Management, Inc. 0.19% Reduce -29.5% 2,614 $498K
Clearstead Trust, LLC 0.07% No change 2,610 $497K
Crux Wealth Advisors 0.17% Add +0.1% 2,609 $497K
FSA Advisors, Inc. 0.23% Add +46.5% 2,607 $497K
Atlantic Edge Private Wealth Management, LLC 0.10% No change 2,606 $496K
Chatterton & Associates Inc. 0.29% No change 2,678 $496K
Shrier Wealth Management, LLC 0.17% No change 2,602 $496K
Rose Capital Advisors LLC 0.27% — 2,600 $495K
Widmann Financial Services, Inc. 0.27% No change 2,600 $495K
Vestia Personal Wealth Advisors 0.19% No change 2,600 $495K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.15% Add +1200.0% 2,600 $495K
Bank of Stockton 0.14% No change 2,600 $495K
Sterling Investment Counsel, LLC 0.12% No change 2,592 $494K
First American Bank 0.03% No change 2,582 $492K
Capital City Trust Co. 0.10% No change 2,578 $491K
Braun-Bostich & Associates Inc. 0.27% Reduce -0.7% 2,570 $490K
Ridgecrest Wealth Partners, LLC 0.24% No change 2,570 $490K
Intelligence Driven Advisers, LLC 0.08% Add +2.0% 2,570 $490K
Aldebaran Financial Inc. 0.40% Add +4.0% 2,569 $489K
Naples Global Advisors, LLC 0.03% Add +35.4% 2,568 $489K
Baker Boyer National Bank 0.13% No change 2,556 $487K
Fiduciary Financial Group, LLC 0.06% New 2,553 $486K
Arwa LLC 0.20% Reduce -34.8% 2,729 $485K
Burney Co./ 0.01% Add +13.9% 2,542 $484K
Second Line Capital, LLC 0.09% Add +5.8% 2,538 $484K
Beacon Investment Advisory Services, Inc. 0.02% Add +8.6% 2,530 $482K
Synergy Investment Management, LLC 0.12% Reduce -8.7% 2,526 $481K
Dynasty Wealth Management, LLC 0.00% Reduce -43.3% 2,525 $481K
Clarus Group, Inc. 0.16% Add +0.0% 2,524 $481K
Faithward Advisors, LLC 0.06% Add +0.0% 2,514 $479K
D'Orazio & Associates, Inc. 0.06% Reduce -3.8% 2,513 $479K
Commonwealth Financial Services, LLC 0.06% Reduce -6.8% 2,509 $478K
Summitry LLC 0.02% New 2,502 $477K
Franklin Street Advisors Inc. 0.03% Reduce -2.5% 2,501 $476K
Farrell Financial LLC 0.26% Add +0.1% 2,497 $476K
Eagle Rock Investment Company, LLC 0.06% Add +2.0% 2,489 $474K
Patriot Investment Management Group, Inc. 0.03% No change 2,484 $473K
LMCG Investments, LLC 0.03% New 2,482 $473K
Richard C. Young & CO., LTD. 0.03% New 2,481 $473K
Norden Group LLC 0.04% Add +0.0% 2,481 $473K
Hurlow Wealth Management Group, Inc. 0.10% Add +0.1% 2,469 $470K
Missouri Trust & Investment Co 0.13% No change 2,678 $470K
Fox Hill Wealth Management 0.19% Add +1.1% 2,461 $469K
Paulson Wealth Management Inc. 0.10% Reduce -15.2% 2,446 $466K
Magnolia Private Wealth, LLC 0.26% Reduce -41.7% 2,444 $466K
Marietta Investment Partners LLC 0.08% No change 2,434 $464K
KRM Wealth Management L.L.C. 0.20% Reduce -0.4% 2,434 $464K
5T Wealth, LLC 0.17% Reduce -1.2% 2,425 $462K
Aspire Private Capital, LLC 0.10% No change 2,423 $462K
TFC Financial Management, Inc. 0.05% Add +0.0% 2,417 $460K
Sightline Wealth Advisors, LLC 0.17% Add +12.2% 2,414 $460K
Central Valley Advisors, LLC 0.12% No change 2,410 $459K
Joel Adams & Associates, Inc. 0.29% No change 2,402 $458K
Hancock Whitney Corp. 0.01% Reduce -14.0% 2,391 $456K
Cooper Financial Group 0.04% Add +14.7% 2,390 $455K
Burns Matteson Capital Management, LLC 0.14% Reduce -1.6% 2,389 $455K
Cornerstone Financial Group, LLC 0.28% Add +0.1% 2,388 $455K
Meramec Financial Planners, LLC 0.17% Add +1.0% 2,606 $454K
Banque Cantonale Vaudoise 0.02% Reduce -5.4% 2,384 $454K
Palogic Value Management, L.P. 0.16% No change 2,380 $453K
Wilkerson Advisory Group LLC 0.14% No change 2,380 $453K
Kelsey Financial, LLC 0.34% Reduce -13.0% 2,374 $452K
Means Investment Co., Inc. 0.03% Reduce -2.9% 2,367 $451K
Fischer Investment Strategies, LLC 0.22% Add +0.2% 2,366 $451K
Chesley Taft & Associates LLC 0.02% No change 2,360 $450K
Sfmg, LLC 0.03% Add +45.6% 2,358 $449K
Financial Management Network Inc. 0.06% Add +70.6% 2,559 $449K
Graves Light Lenhart Wealth, Inc. 0.04% Add +0.7% 2,358 $449K
Tortoise Investment Management, LLC 0.03% Reduce -2.5% 2,357 $449K
Opal Wealth Advisors, LLC 0.10% Add +0.1% 2,354 $449K
Walkner Condon Financial Advisors LLC 0.05% Add +3.5% 2,354 $448K
Blodgett Wealth Advisors, LLC 0.30% No change 2,350 $448K
Strathmore Capital Advisors, Inc. 0.12% Add +5.1% 2,470 $447K
Murphy & Mullick Capital Management Corp 0.28% Add +10.3% 2,340 $446K
Centric Wealth Management 0.07% No change 2,750 $446K
Crusonia Wealth Advisors LLC 0.07% Add +2.4% 2,339 $446K
Crescent Grove Advisors, LLC 0.04% Reduce -30.6% 2,336 $445K
Rosenberg Matthew Hamilton 0.08% No change 2,334 $445K
First Hawaiian Bank 0.06% No change 2,330 $444K
Triumph Capital Management 0.08% Add +0.3% 2,326 $443K
Capital Advisors Wealth Management, LLC 0.05% Reduce -2.0% 2,323 $443K
Kestra Investment Management, LLC 0.01% New 2,321 $442K
Plan A Wealth LLC 0.19% No change 2,318 $442K
Matrix Asset Advisors Inc. 0.04% No change 2,316 $441K
Mountain Capital Investment Advisors Inc. 0.06% Reduce -13.2% 2,314 $441K
Grove Street Fiduciary, LLC 0.19% No change 2,314 $441K
LJI Wealth Management, LLC 0.06% No change 2,314 $441K
Colonial Trust Advisors 0.03% Reduce -1.2% 2,313 $441K
Private Management Group Inc. 0.01% No change 2,312 $440K
Focused Wealth Management, Inc 0.04% Reduce -0.2% 2,311 $440K
Michels Family Financial, LLC 0.28% Add +13.5% 2,305 $439K
Ogorek Anthony Joseph /NY/ 0.11% Add +0.0% 2,308 $439K
Maxele Advisors, LLC 0.31% — 2,301 $438K
Chancellor Financial Group WB LP 0.27% New 2,301 $438K
Lake Street Private Wealth, LLC 0.05% Reduce -18.2% 2,299 $438K
Valtrion Capital Management, LLC 0.32% New 2,291 $436K
Lazari Capital Management, Inc. 0.14% No change 2,290 $436K
Signature Equity Partners, LLC 0.20% Add +2.0% 2,290 $436K
Altfest L J & Co. Inc. 0.04% Reduce -0.1% 2,288 $436K
Cypress Asset Management Inc. 0.08% No change 2,288 $436K
Lee Danner & Bass Inc. 0.03% Reduce -4.2% 2,285 $435K
Marshall Financial Group, LLC 0.06% No change 2,284 $435K
Octavia Wealth Advisors, LLC 0.04% Reduce -23.4% 2,284 $435K
Broadleaf Partners, LLC 0.08% No change 2,280 $434K
Willner & Heller, LLC 0.27% Reduce -0.2% 2,273 $433K
OLIO Financial Planning 0.11% No change 2,272 $433K
ProCore Advisors, LLC 0.54% Add +9.3% 2,272 $433K
Long Island Wealth Management, Inc. 0.18% No change 2,264 $431K
Meeder Advisory Services, Inc. 0.02% Reduce -36.6% 2,261 $431K
Van Hulzen Asset Management, LLC 0.03% Add +0.3% 2,253 $429K
Summit Wealth & Retirement Planning, Inc. 0.09% Reduce -15.4% 2,250 $429K
Garden State Investment Advisory Services LLC 0.08% Reduce -0.5% 2,249 $428K
Impact Investors, Inc 0.31% No change 2,246 $428K
Vista Capital Partners, Inc. 0.04% Reduce -3.5% 2,245 $428K
McDonald Partners LLC 0.10% Add +15.2% 2,244 $428K
Legacy Financial Strategies, LLC 0.07% No change 2,242 $427K
Wealth Dimensions Group, Ltd. 0.08% Reduce -2.2% 2,233 $425K
Pearl Planning LLC 0.20% No change 2,232 $425K
Provident Wealth Management, LLC 0.11% Reduce -4.7% 2,231 $425K
WealthPLAN Partners, LLC 0.08% Add +2.9% 2,230 $425K
Atlas Brown,Inc. 0.11% No change 2,221 $423K
Able Wealth Management LLC 0.10% Reduce -0.7% 2,202 $420K
Transcendent Capital Group LLC 0.16% No change 2,200 $419K
Merkkuri Wealth Advisors LLC 0.26% Add +0.1% 2,198 $419K
Axiom Investment Management LLC 0.28% Reduce -8.4% 2,193 $418K
PCM Encore, LLC 0.07% No change 2,192 $418K
Wealthcare Capital Partners, LLC 0.17% New 2,191 $418K
Horrell Capital Management, Inc. 0.19% No change 2,188 $417K
Wick Capital Partners, LLC 0.06% No change 2,184 $416K
Wealth Care LLC 0.34% New 2,183 $416K
Ark Wealth Advisors LLC 0.37% Reduce -9.1% 2,178 $415K
McMorgan & Co. LLC 0.06% Reduce -19.4% 2,175 $414K
Asset Dedication, LLC 0.03% Add +18.0% 2,173 $414K
Cypress Wealth Services, LLC 0.05% Reduce -0.2% 2,167 $413K
WoodTrust Financial Corp 0.05% No change 2,156 $411K
Alchemi Wealth, LLC 0.19% Reduce -0.7% 2,152 $410K
Stevens Capital Partners 0.08% Reduce -31.6% 2,137 $407K
Inspire Advisors, LLC 0.03% Add +2.2% 2,141 $407K
Peoples Financial Services Corp. 0.18% No change 2,136 $407K
Bull Harbor Capital LLC 0.08% New 2,132 $406K
Advisory Resource Group 0.06% Add +0.1% 2,131 $406K
COFG Advisors, LLC 0.07% Add +0.1% 2,130 $406K
Alerus Financial NA 0.02% Reduce -1.3% 2,128 $405K
Bradley & Co. Private Wealth Management, LLC 0.19% No change 2,126 $405K
Bullock Wealth Management Group 0.18% Reduce -11.6% 2,179 $404K
Tepp RIA, LLC 0.27% New 2,123 $404K
Flagship Private Wealth, LLC 0.14% Reduce -0.6% 2,108 $402K
Affinity Wealth Management LLC 0.05% Add +3.4% 2,106 $401K
Global Trust Asset Management, LLC 0.13% Add +108.6% 2,103 $401K
KTF Investments, LLC 0.04% Reduce -4.5% 2,100 $400K
Compass Financial Services Inc 0.15% Add +0.1% 2,092 $399K
Visionary Horizons, LLC 0.17% New 2,090 $398K
Spinnaker Investment Group, LLC 0.06% Add +2.1% 2,086 $397K
Marshall & Sterling Wealth Advisors Inc. 0.23% Add +885.7% 2,070 $394K
Trustees of Dartmouth College 0.12% No change 2,070 $394K
Drucker Wealth 3.0, LLC 0.06% New 2,069 $394K
Jacksonville Wealth Management, LLC 0.22% Reduce -3.6% 2,067 $394K
Allegheny Financial Group 0.04% Add +2.0% 2,063 $393K
HMV Wealth Advisors, LLC 0.15% No change 2,062 $393K
truNorth Financial Services, Inc. 0.35% Add +1.6% 2,061 $393K
Midwest Financial Group LLC 0.14% Reduce -3.4% 2,058 $392K
Clear Retirement Advice LLC 0.27% Reduce -3.3% 2,055 $392K
Marin Bay Wealth Advisors, LLC 0.21% Add +0.1% 2,050 $391K
Indiana Trust & Investment Management Co 0.11% Reduce -2.8% 2,044 $389K
CFS Investment Advisory Services, LLC 0.03% New 2,148 $388K
Wisconsin Wealth Advisors, LLC 0.33% Add +4.5% 2,034 $388K
Peak Asset Management, LLC 0.06% No change 2,032 $387K
Canvas Wealth Advisors, LLC 0.05% Reduce -44.7% 2,032 $387K
Harbor Group, Inc. 0.05% Add +0.1% 2,031 $387K
Atlantic Private Wealth, LLC 0.24% No change 2,025 $386K
Appalachian Capital Management Ltd 0.28% Add +0.1% 2,023 $385K
Weaver Consulting Group 0.08% No change 2,022 $385K
GatePass Capital, LLC 0.15% No change 2,020 $385K
Squire Investment Management Company, LLC 0.09% Reduce -18.5% 2,019 $385K
Aspen Grove Capital, LLC 0.06% No change 2,015 $384K
Ti-Trust, Inc. 0.21% Add +29.6% 2,015 $384K
Huntleigh Advisors, Inc. 0.05% Reduce -46.3% 2,014 $384K
SRH Advisors, LLC 0.10% No change 2,014 $384K
Stableford Capital II LLC 0.13% Reduce -8.2% 2,009 $383K
Caitlin John, LLC 0.21% Add +11050.0% 2,007 $382K
J. Safra Sarasin Holding AG 0.01% New 2,000 $381K
Ledgewood Wealth Advisors, LLC 0.20% No change 2,000 $381K
Security National Bank of Sioux City Iowa 0.16% No change 2,000 $381K
Aljian Capital Management, LLC 0.07% No change 2,000 $381K
Valicenti Advisory Services Inc. 0.07% No change 1,994 $380K
Kiley Juergens Wealth Management, LLC 0.06% No change 1,994 $380K
Beirne Wealth Consulting Services, LLC 0.08% No change 1,992 $380K
Payne Capital Management, LLC 0.10% Reduce -6.2% 1,991 $379K
S&A Financial Services, Inc. 0.23% Reduce -0.3% 1,991 $379K
Fortis Capital Management LLC 0.04% Add +1.0% 1,990 $379K
Capital Group Private Client Services, Inc. 0.01% Reduce -43.3% 1,989 $379K
Managed Asset Portfolios, LLC 0.04% No change 1,988 $379K
Signet Private Wealth LLC 0.30% Reduce -0.3% 1,986 $378K
Christine Messmer PC 0.21% Add +0.1% 1,979 $377K
Centerline Wealth Advisors, LLC 0.12% Reduce -3.6% 1,977 $377K
Dash Acquisitions Inc. 0.08% No change 1,990 $376K
Winch Advisory Services, LLC 0.08% Add +0.1% 1,965 $374K
BXM Wealth LLC 0.20% Reduce -2.0% 1,963 $374K
TrustBank 0.13% Reduce -4.8% 1,960 $373K
Triton Financial Group Inc 0.21% Reduce -43.0% 1,953 $372K
City National Bank of Florida 0.16% Reduce -33.7% 1,952 $372K
Copia Wealth Management 0.22% No change 1,951 $372K
Thompson Davis & Co., Inc. 0.22% Reduce -20.4% 1,950 $372K
SHP Wealth Management 0.03% Add +32.9% 1,949 $371K
BWM Planning, LLC 0.09% Add +28.7% 1,949 $371K
RKL Wealth Management LLC 0.03% New 1,946 $371K
Capital Advantage, Inc. 0.05% Add +1.0% 1,941 $370K
Steigerwald, Gordon & Koch Inc. 0.04% Reduce -4.9% 1,930 $368K
Crane Advisory, LLC 0.05% Add +0.1% 2,071 $368K
Riverpoint Wealth Management Holdings, LLC 0.07% Add +0.2% 1,918 $365K
S Harris Financial Group, LLC 0.28% Reduce -16.9% 1,915 $365K
Bell Investment Advisors, Inc 0.05% Reduce -25.2% 1,914 $365K
Pinnacle Wealth Management, LLC 0.23% No change 1,914 $365K
Landmark Wealth Management, LLC 0.09% Add +16.8% 1,914 $365K
DF Dent & Co. Inc. 0.01% No change 1,912 $364K
Blackston Financial Advisory Group, LLC 0.21% Reduce -9.3% 1,912 $364K
Sterling Group Wealth Management, LLC 0.15% Reduce -18.6% 1,908 $364K
Succession Financial, Inc. 0.35% — 1,906 $363K
Clean Yield Group 0.09% No change 1,904 $363K
Resources Management Corp. /CT/ 0.05% No change 1,904 $363K
Uhlmann Price Securities, LLC 0.01% No change 1,903 $363K
CAP Partners, LLC 0.18% No change 1,900 $362K
Roberts Glore & Co. Inc. 0.09% No change 1,900 $362K
Alpha Financial Partners LLC 0.19% Add +0.1% 1,897 $361K
Total Investment Management Inc. 0.04% No change 2,060 $361K
A. D. Beadell Investment Counsel, Inc. 0.23% No change 1,900 $361K
Marks Group Wealth Management, Inc 0.03% No change 1,890 $360K
Herold Advisors, Inc. 0.07% Add +11.9% 1,876 $360K
Tenon Financial LLC 0.12% Add +0.1% 1,888 $360K
Barnes Dennig Private Wealth Management LLC 0.29% No change 1,884 $359K
Stone Summit Wealth LLC 0.09% Reduce -8.7% 1,877 $358K
Gradient Capital Advisors, LLC 0.08% No change 1,868 $356K
Larch Capital Partners LLC 0.05% New 1,868 $356K
Investors Research Corp 0.06% Add +11.8% 1,867 $356K
FourThought Financial Partners, LLC 0.03% Add +2.8% 1,867 $356K
Avaii Wealth Management, LLC 0.10% No change 1,860 $354K
Gunderson Capital Management LLC 0.10% Add +12.1% 1,858 $354K
West Paces Advisors Inc. 0.06% No change 1,857 $354K
Eubel Brady & Suttman Asset Management Inc. 0.04% No change 1,854 $353K
NerdWallet Wealth Partners, LLC 0.12% Add +1.5% 1,852 $353K
American Investment Services, Inc. 0.07% No change 1,848 $352K
Tull Financial Group, Inc. 0.14% Add +0.1% 1,843 $351K
Pin Oak Investment Advisors Inc. 0.25% Reduce -1.6% 1,842 $351K
Three Bridge Wealth Advisors, LLC 0.09% Add +19.5% 1,842 $351K
Telos Capital Management, Inc. 0.03% Reduce -2.1% 1,835 $350K
Mogy Joel R Investment Counsel Inc. 0.02% No change 1,832 $349K
McNamara Financial Services, Inc. 0.06% No change 1,830 $349K
Bedminster, LLC 0.30% No change 1,826 $348K
Sageworth Trust Co 0.01% No change 1,820 $347K
Balentine LLC 0.01% Reduce -21.9% 1,818 $346K
Rayburn West Financial Services LLC 0.19% No change 1,816 $346K
RFP Financial Group LLC 0.15% New 1,815 $346K
Investment Planning Advisors, Inc. 0.08% Reduce -28.8% 1,811 $345K
BKM Wealth Management, LLC 0.12% Reduce -15.8% 1,809 $345K
Meridian Wealth Partners, LLC 0.04% No change 1,805 $344K
BCU Wealth Advisors, LLC 0.11% Add +0.1% 1,801 $343K
Ramirez Asset Management, Inc. 0.04% No change 1,800 $343K
Private Capital Management, LLC 0.03% No change 1,800 $343K
Allred Capital Management, LLC 0.11% Reduce -2.0% 1,808 $341K
White Pine Investment CO 0.07% Reduce -5.3% 1,792 $341K
Coastwise Capital Group, LLC 0.20% Reduce -5.9% 1,786 $340K
Rubicon Advisors, GP 0.25% No change 1,786 $340K
Werba Rubin Papier Wealth Management 0.04% Reduce -32.1% 1,783 $340K
Edgemoor Investment Advisors, Inc. 0.02% No change 1,780 $339K
360 Financial, Inc. 0.09% Add +0.1% 1,777 $339K
John Boyer, Inc. 0.29% Add +1.0% 1,770 $338K
Advisory Advocates, LLC 0.29% Reduce -0.2% 1,771 $337K
Paragon Private Wealth Management, LLC 0.09% Reduce -10.7% 1,766 $336K
Fairway Wealth LLC 0.08% Add +20.5% 1,764 $336K
FWL Investment Management, LLC 0.06% No change 1,754 $334K
Center For Asset Management LLC 0.15% Reduce -19.9% 1,753 $334K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -0.6% 1,753 $334K
Tradewinds, LLC. 0.07% New 3,300 $332K
Greenspring Advisors, LLC 0.02% No change 1,737 $331K
Olistico Wealth, LLC 0.14% Add +1.3% 1,735 $331K
Private Wealth Group, LLC 0.13% No change 1,731 $330K
Dynamic Financial Group 0.25% No change 1,730 $330K
Bedel Financial Consulting, Inc. 0.03% No change 1,730 $330K
All Terrain Financial Advisors, LLC 0.07% No change 1,727 $329K
Greenup Street Wealth Management LLC 0.04% New 1,724 $328K
Heritage Investment Group, Inc. 0.04% No change 1,718 $327K
Braun Stacey Associates Inc. 0.01% Reduce -15.6% 1,717 $327K
Park National Corp. 0.01% No change 1,716 $327K
Cheviot Value Management, LLC 0.03% No change 1,712 $326K
Neville Rodie & Shaw Inc. 0.02% No change 1,706 $325K
Madson Wealth Advisors Inc 0.22% Reduce -3.0% 1,702 $324K
Investors Asset Management of Georgia Inc. /Ga/ 0.11% Add +1.1% 1,699 $324K
Bayshore Asset Management, LLC 0.12% No change 1,691 $322K
OmniStar Financial Group, Inc. 0.15% New 1,684 $321K
Tandem Financial, LLC 0.10% Reduce -33.3% 1,682 $320K
Thomasville National Bank 0.02% — 1,680 $320K
Jim Saulnier & Associates, LLC 0.13% New 1,675 $319K
Cornerstone Select Advisors, LLC 0.13% New 1,674 $319K
Davidson Trust Co. 0.12% No change 1,672 $319K
Future Financial Wealth Managment LLC 0.20% Reduce -26.0% 1,785 $319K
Hopwood Financial Services, Inc. 0.18% Reduce -2.6% 1,666 $317K
Greenwood Capital Associates LLC 0.03% Reduce -9.6% 1,666 $317K
SK Wealth Management, LLC 0.07% Reduce -11.4% 1,700 $317K
Hamilton Point Investment Advisors, LLC 0.04% No change 1,662 $317K
Invera Wealth Advisors, LLC 0.17% Add +5.3% 1,660 $316K
Wealth Management Associates, Inc. 0.09% Add +0.1% 1,660 $316K
W.H. Cornerstone Investments Inc. 0.18% Reduce -1.2% 1,660 $316K
International Private Wealth Advisors LLC 0.16% Reduce -23.2% 1,656 $316K
Northstar Asset Management Inc. 0.09% No change 1,654 $315K
Shira Ridge Wealth Management 0.11% No change 1,652 $315K
Elevation Advisory Partners LLC 0.32% Reduce -70.6% 1,780 $313K
Select Asset Management & Trust 0.09% No change 1,640 $312K
Crown Wealth Group, LLC 0.08% Reduce -12.0% 1,637 $312K
LFA - Lugano Financial Advisors SA 0.19% No change 1,626 $310K
Bell Bank 0.01% Add +1.8% 1,623 $309K
Tannin Capital LLC 0.20% Reduce -0.6% 1,621 $309K
FMB Wealth Management 0.11% No change 1,617 $308K
Sargent Investment Group, LLC 0.04% New 1,609 $307K
Investment Insight Wealth Management, LLC 0.27% Reduce -0.9% 1,608 $306K
LMG Wealth Partners, LLC 0.05% No change 1,608 $306K
Prevail Innovative Wealth Advisors, LLC 0.05% New 1,605 $306K
Albion Financial Group 0.02% No change 1,601 $305K
Strategic Family Wealth Counselors, L.L.C. 0.07% No change 1,600 $305K
Mizuho Markets Americas LLC 0.01% Reduce -70.9% 1,600 $305K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Reduce -6.4% 1,599 $305K
Wescott Financial Advisory Group, LLC 0.02% Reduce -13.7% 1,596 $304K
Angeles Wealth Management, LLC 0.01% Reduce -55.1% 1,596 $304K
Fiducient Advisors LLC 0.04% Add +0.1% 1,596 $304K
Wallace Advisory Group, LLC 0.28% No change 1,590 $303K
Osbon Capital Management LLC 0.24% Add +16.1% 1,587 $302K
Aurora Private Wealth, Inc. 0.19% Add +7.5% 1,583 $302K
Avion Wealth 0.06% Add +545.5% 1,588 $302K
Tower Bridge Advisors 0.03% No change 1,582 $301K
Plancorp, LLC 0.01% Reduce -27.8% 1,661 $301K
Ellerson Group Inc. 0.18% No change 1,580 $301K
Patten Group, Inc. 0.05% No change 1,578 $301K
HFG Advisors, Inc. 0.19% No change 1,562 $298K
Stokes Family Office, LLC 0.03% New 1,558 $297K
Veltria Advisors Corp. 0.91% Reduce -2.9% 1,557 $297K
Parrish Capital LLC 0.29% New 1,556 $296K
Northwest Bancshares, Inc. 0.05% No change 1,554 $296K
Strategies Wealth Advisors, LLC 0.03% Reduce -10.4% 1,554 $296K
Gould Asset Management LLC 0.05% No change 1,552 $296K
Builder Investment Group Inc. 0.06% No change 1,550 $295K
Eagle Strategies LLC 0.03% Reduce -2.8% 1,547 $295K
American National Bank & Trust 0.03% Reduce -2.2% 1,541 $294K
Petra Financial Advisors Inc. 0.14% No change 1,540 $293K
M1 Capital Management LLC 0.11% Reduce -6.4% 1,532 $292K
Diversified Management Inc. 0.06% No change 1,532 $292K
Flagstone Financial Management 0.06% No change 1,522 $290K
Cornerstone Capital, Inc. 0.03% No change 1,520 $290K
Wrapmanager Inc. 0.09% No change 1,519 $289K
AlTi Global, Inc. 0.01% New 1,519 $289K
TLWM 0.05% No change 1,518 $289K
Summit Global Investments 0.02% Add +0.1% 1,517 $289K
First Growth Capital LLC 0.22% Reduce -23.6% 1,506 $287K
G2 Capital Management, LLC / Oh 0.06% Reduce -3.5% 1,505 $287K
Legacy Advisory Services, LLC 0.20% New 1,502 $286K
Arcataur Capital Management LLC 0.07% New 1,500 $286K
Stonebridge Capital Advisors LLC 0.02% New 1,500 $286K
Discipline Wealth Solutions, LLC 0.02% New 1,493 $284K
Indivisible Partners 0.02% New 1,493 $284K
Post Resch Tallon Group Inc. 0.20% New 1,492 $284K
Parcion Private Wealth LLC 0.02% Reduce -22.8% 1,492 $284K
Lowe Brockenbrough & Co. Inc. 0.01% No change 1,492 $284K
Melone Private Wealth, LLC 0.11% New 1,480 $282K
Centerpoint Advisors, LLC 0.08% New 1,480 $282K
Wellington Grp LLC 0.07% No change 1,476 $281K
Northwest Wealth Management, LLC 0.04% New 1,476 $281K
Ellenbecker Investment Group 0.03% New 1,471 $280K
Financial Symmetry Inc 0.09% No change 1,468 $280K
Traveka Wealth, LLC 0.09% New 1,465 $279K
Howard Capital Management Group, LLC 0.02% New 1,464 $279K
Huntington National Bank 0.00% New 1,464 $279K
Creative Capital Management Investments LLC 0.06% Reduce -3.3% 1,461 $278K
Monetary Solutions, Ltd 0.24% No change 1,460 $278K
McRae Capital Management Inc. 0.05% New 1,460 $278K
Letson Investment Management, Inc. 0.10% New 1,448 $276K
Beverly Hills Private Wealth, LLC 0.05% New 1,447 $276K
Higgins & Schmidt Wealth Strategies LLC 0.11% New 1,432 $273K
CBIZ Investment Advisory Services, LLC 0.01% No change 2,052 $273K
Acumen Wealth Advisors, LLC 0.06% Add +2.3% 1,429 $272K
Gill Capital Partners, LLC 0.07% No change 1,427 $272K
Elevated Financial Group LLC 0.08% Reduce -58.8% 1,426 $272K
Seed Wealth Management, Inc. 0.17% New 1,422 $271K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% New 1,422 $271K
Woodmont Investment Counsel LLC 0.01% New 1,420 $271K
Halbert Hargrove Global Advisors, LLC 0.01% Add +150.7% 1,414 $269K
Cornerstone Planning Group LLC 0.03% Add +1.5% 1,494 $269K
Align Financial, LLC 0.13% No change 1,404 $267K
Whelan Financial 0.07% New 1,404 $267K
Detalus Advisors, LLC 0.05% New 1,401 $267K
Solano Wealth Investment Advisors LLC 0.12% New 1,400 $267K
Ceera Investments, LLC 0.11% New 1,400 $267K
Canopy Partners, LLC 0.08% New 1,400 $267K
Wedgewood Investors Inc. 0.27% New 1,396 $266K
TSA Wealth Managment LLC 0.08% New 1,394 $266K
Camden National Bank 0.03% New 1,394 $266K
J. Derek Lewis & Associates Inc. 0.05% New 1,392 $265K
Lockerman Financial Group, Inc. 0.40% New 1,384 $264K
Clayton Financial Group LLC 0.15% No change 1,384 $264K
ABLE Financial Group, LLC 0.04% New 1,382 $263K
Guardian Partners Inc. 0.02% New 1,382 $263K
Lathrop Investment Management Co. 0.05% New 1,381 $263K
Cpwa, LLC 0.31% Reduce -24.1% 1,380 $263K
Interchange Capital Partners, LLC 0.05% New 1,379 $263K
Lineweaver Wealth Advisors, LLC 0.03% New 1,376 $262K
REAP Financial Group, LLC 0.04% Add +0.1% 1,373 $262K
StoryOne LLC 0.12% New 1,372 $261K
Teamwork Financial Advisors, LLC 0.02% Reduce -39.7% 1,371 $261K
Unify Financial Advisors 0.24% New 1,370 $261K
Canandaigua National Bank & Trust Co. 0.02% — 1,370 $261K
Davis Capital Management 0.15% Reduce -2.6% 1,359 $259K
SYM FINANCIAL Corp 0.02% No change 1,358 $259K
BTG Pactual Asset Management US LLC 0.02% New 1,358 $259K
Cypress Point Wealth Management, LLC 0.05% New 1,354 $258K
Lighthouse Wealth Management Inc. 0.16% New 1,352 $258K
Ellsworth Advisors, LLC 0.04% New 1,415 $257K
Covenant Asset Management, LLC 0.05% New 1,342 $256K
Aspen Wealth Management LLC 0.04% New 1,332 $254K
Ballast Financial Advisors LLC 0.23% New 1,331 $254K
Eaton-Cambridge Inc. 0.07% New 1,331 $254K
Pine Harbor Wealth Management, LLC 0.07% New 1,326 $253K
GLR Partners, LLC 0.12% New 1,325 $252K
Fulton Bank, N.A. 0.01% New 1,324 $252K
Winthrop Capital Management, LLC 0.06% No change 1,322 $252K
Barrett & Company, Inc. 0.07% No change 1,322 $252K
LWM Advisors Inc. 0.21% New 1,319 $251K
Beaird Harris Wealth Management, LLC 0.02% No change 1,318 $251K
Griffith & Werner, Inc. 0.12% New 1,318 $251K
Virtue Asset Management LLC 0.18% New 1,312 $250K
Grandfield & Dodd, LLC 0.01% New 1,310 $250K
Fi3 FINANCIAL ADVISORS, LLC 0.06% New 904 $249K
Verus Wealth Management, LLC 0.21% New 1,308 $249K
Cannon Financial Strategists, Inc. 0.03% New 1,304 $248K
Baxter Bros Inc. 0.03% New 1,298 $247K
Etesian Wealth Advisors, Inc. 0.07% New 1,294 $247K
Royal Harbor Partners, LLC 0.08% New 1,290 $246K
Aegis Wealth Management, Inc. 0.16% New 1,285 $245K
Revolve Wealth Partners, LLC 0.03% New 1,282 $244K
Financial Sense Advisors, Inc. 0.05% Reduce -76.6% 1,280 $244K
Holos Integrated Wealth LLC 0.11% Reduce -6.9% 1,353 $242K
Shakespeare Wealth Management, LLC 0.06% New 1,272 $242K
First Pacific Financial 0.03% Add +7.1% 1,269 $242K
Wealth Effects LLC 0.07% New 1,269 $242K
Bluesphere Advisors LLC 0.07% New 1,268 $242K
Strategic Financial Services, Inc. 0.01% New 1,267 $241K
Brand Asset Management Group, Inc. 0.05% New 1,266 $241K
StoneCrest Wealth Management, Inc. 0.08% New 1,265 $241K
Core Wealth Advisors, LLC 0.18% Reduce -29.6% 1,263 $241K
Seneschal Advisors, LLC 0.16% New 1,260 $240K
Argyle Capital Management, LLC 0.07% New 1,260 $240K
WealthCollab, LLC 0.09% Add +36.1% 1,258 $240K
Schwartz Investment Counsel Inc. 0.01% New 1,256 $239K
Planning Center, Inc. 0.02% New 1,253 $239K
Peak Wealth Management LLC 0.17% New 1,253 $239K
Investment Advisory Group, LLC 0.05% New 1,252 $239K
Greykasell Wealth Strategies, Inc. 0.09% Reduce -25.8% 1,251 $238K
Kelman-Lazarov, Inc. 0.03% New 1,250 $238K
Marietta Wealth Management, LLC 0.02% New 1,246 $237K
Carolina Wealth Management Inc 0.11% — 1,240 $236K
Bellevue Asset Management, LLC 0.11% No change 1,240 $236K
Quarry Hill Advisors, LLC 0.09% New 1,237 $236K
Baltimore-Washington Financial Advisors, Inc. 0.01% New 1,233 $235K
Madrona Financial Services, LLC 0.04% New 1,232 $235K
Marino, Stram & Associates LLC 0.04% New 1,232 $235K
Summit Financial Strategies, Inc. 0.02% New 1,230 $234K
Aaron Wealth Advisors LLC 0.01% New 1,230 $234K
Pegasus Asset Management, Inc. 0.07% New 1,226 $234K
Boston Partners 0.00% New 1,225 $233K
PMG Family Office LLC 0.21% New 1,224 $233K
Blue Edge Capital, LLC 0.03% New 1,224 $233K
Accelerate Investment Advisors LLC 0.13% New 1,223 $233K
First Financial Group Corp 0.17% New 1,222 $233K
Barnes Wealth Management Group, Inc 0.11% New 1,220 $232K
ASL Financial, LLC 0.16% New 1,218 $232K
Charter Capital Management, LLC\DE 0.10% New 1,218 $232K
Twin Peaks Wealth Advisors, LLC 0.05% Reduce -7.2% 1,217 $232K
QTR Family Wealth, LLC 0.08% Reduce -24.8% 1,217 $232K
Fermata Advisors, LLC 0.05% New 1,215 $232K
Napier Financial, LLC 0.05% No change 1,215 $231K
River Street Advisors LLC 0.07% New 1,214 $231K
Wealth Alliance Advisory Group, LLC 0.03% New 1,210 $231K
Oak Barrel Wealth Advisory LLC 0.10% — 1,207 $230K
FOCUS Wealth Advisors, LLC 0.11% New 1,204 $229K
Wetzel Investment Advisors, Inc. 0.08% Reduce -20.2% 1,203 $229K
MBA Advisors LLC 0.08% Reduce -42.6% 1,202 $229K
Wayfinding Financial, LLC 0.09% New 1,203 $229K
Waterway Wealth Management, LLC 0.05% New 1,201 $229K
Centerpoint Advisory Group 0.14% New 1,200 $229K
Nolet Wealth Management, LLC 0.13% New 1,200 $229K
L.K. Benson & Company, P.C. 0.07% New 1,200 $229K
Cornerstone Wealth Advisors, Inc. 0.05% New 1,200 $229K
Security National Bank 0.03% No change 1,200 $229K
Horizon Investment Services, LLC 0.06% New 1,198 $228K
United Bank 0.03% New 1,198 $228K
Marquette Asset Management, LLC 0.03% No change 1,196 $228K
Perkins Coie Trust Co 0.04% No change 1,196 $228K
Vision Retirement, LLC 0.06% Reduce -3.9% 1,196 $228K
PSI Advisors, LLC 0.05% New 1,191 $227K
Independent Wealth Advisors LLC 0.20% New 1,187 $226K
Triton Wealth Management, PLLC 0.07% New 1,244 $226K
Ankerstar Wealth, LLC 0.19% No change 1,182 $225K
Brown Wealth Management, LLC 0.05% New 1,180 $225K
MW Advisory, LLC 0.09% — 1,179 $225K
Virtue Capital Management, LLC 0.03% New 1,177 $224K
Investment Research & Advisory Group, Inc. 0.07% Add +8.1% 788 $224K
Novem Group 0.02% New 1,176 $224K
GEM Asset Management, LLC 0.09% Reduce -28.1% 1,176 $224K
Amarillo National Bank 0.04% New 1,172 $223K
Verde Capital Management 0.04% New 1,169 $223K
Tenet Wealth Partners, LLC 0.17% — 1,275 $222K
Smallwood Wealth Investment Management, LLC 0.10% No change 1,164 $222K
JB Capital LLC 0.01% New 1,161 $221K
Osborne Partners Capital Management, LLC 0.01% New 1,159 $221K
Strategic Advisory Partners, LLC 0.16% No change 1,158 $221K
Lotus Asset Management LLC 0.20% — 1,156 $220K
Bare Financial Services, Inc 0.05% No change 1,156 $220K
Mainstay Capital Management LLC 0.02% New 1,154 $220K
Versant Capital Management, Inc 0.02% No change 1,154 $220K
Presidio Capital Management, LLC 0.05% New 1,150 $219K
Brooklyn FI, LLC 0.04% New 1,205 $217K
Anchor Investment Management, LLC 0.02% No change 1,136 $216K
Coquina Private Wealth LLC 0.15% New 1,132 $216K
Natural Investments, LLC 0.05% New 1,132 $215K
Grey Fox Wealth Advisors, LLC 0.03% New 1,126 $215K
One Wealth Management Investment & Advisory Services, LLC 0.22% New 1,120 $213K
Windsor Advisory Group, LLC 0.15% Add +17.6% 1,120 $213K
Southern Capital Advisors, LLC 0.09% New 1,119 $213K
Pps&v Asset Management Consultants, Inc. 0.12% New 1,118 $213K
Symphony Financial Services, Inc. 0.10% New 1,118 $213K
Pettinga Financial Advisors LLC 0.03% New 1,118 $213K
Tilia Fiduciary Partners, Inc. 0.10% New 1,116 $213K
Warburton Capital Management, LLC 0.09% New 1,114 $212K
Peak Retirement Planning, Inc. 0.03% New 1,111 $212K
Sage Mountain Advisors LLC 0.01% No change 1,108 $211K
Blue Bell Private Wealth Management, LLC 0.03% No change 1,106 $211K
Chiron Capital Management, LLC 0.19% New 1,106 $211K
Liberty Atlantic Advisors LLC 0.15% New 1,105 $211K
Auour Investments LLC 0.06% New 1,104 $210K
Arvest Bank Trust Division 0.01% New 1,103 $210K
KERR FINANCIAL PLANNING Corp 0.23% No change 1,100 $210K
Evelyn Partners Group Ltd 0.00% — 1,100 $210K
USA Financial Formulas 0.04% — 1,098 $209K
West Wealth Group, LLC 0.03% New 1,095 $209K
Allen Capital Group, LLC 0.02% New 1,092 $208K
Laurel Wealth Planning LLC 0.09% New 1,090 $208K
Chilton Investment Co. Inc. 0.01% New 1,090 $208K
J Hagan Capital, Inc. 0.10% New 1,087 $207K
USAdvisors Wealth Management, LLC 0.06% New 1,089 $207K
Vawter Financial, Ltd. 0.08% New 1,084 $207K
Lee, Kelleher & Klein Wealth Management 0.11% New 1,080 $206K
Clear Street Group Inc. 0.00% New 1,076 $205K
Concorde Asset Management, LLC 0.12% New 1,071 $204K
Brady Martz Wealth Solutions, LLC 0.03% New 1,068 $203K
Gainplan LLC 0.08% New 1,067 $203K
BLVD Private Wealth, LLC 0.15% New 1,064 $203K
Saiph Capital, LLC 0.06% New 1,064 $203K
Castle Wealth Management LLC 0.06% New 1,064 $203K
Alpine Global Management, LLC 0.03% New 1,064 $203K
Woodley Farra Manion Portfolio Management Inc. 0.01% New 1,063 $203K
Eq LLC 0.05% New 1,063 $202K
IFG Advisors, LLC 0.03% New 1,062 $202K
marrick wealth, LLC 0.14% New 1,061 $202K
Reynders McVeigh Capital Management, LLC 0.01% New 1,058 $202K
Foster Group, Inc. 0.01% New 1,060 $202K
Forum Private Client Group LLC 0.06% New 1,058 $202K
Safeguard Investment Advisory Group, LLC 0.05% New 1,056 $201K
Cannell & Spears LLC 0.00% New 1,054 $201K
Financial Security Advisor, Inc. 0.03% New 1,053 $201K
Peterson Wealth Services 0.04% Add +0.1% 1,036 $197K
JNBA Financial Advisors 0.01% Add +2.6% 1,003 $191K
Morse Asset Management, Inc 0.03% No change 1,000 $191K
Rothschild Investment LLC 0.01% No change 992 $189K
DecisionPoint Financial, LLC 0.03% Add +566.7% 1,000 $186K
Bulwark Capital Corp 0.10% No change 970 $185K
Friedenthal Financial 0.08% New 953 $182K
Key Financial Inc 0.03% Add +44.9% 901 $172K
Banque Transatlantique SA 0.00% No change 890 $170K
Pacifica Partners Inc. 0.05% No change 940 $168K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -3.5% 851 $162K
First PREMIER Bank 0.03% Reduce -3.6% 849 $162K
Sittner & Nelson, LLC 0.05% No change 850 $162K
Allied Private Wealth LLC 0.10% — 889 $161K
Roxbury Financial LLC 0.13% Add +0.1% 846 $161K
Rakuten Securities, Inc. 0.04% Add +9.4% 841 $160K
BankPlus Trust Department 0.04% Reduce -0.8% 831 $158K
Proffitt & Goodson Inc. 0.02% No change 810 $154K
BOCHK Asset Management Ltd 0.02% New 810 $154K
Mowery & Schoenfeld Wealth Management, LLC 0.21% No change 800 $152K
Legacies Wealth LLC 0.08% No change 800 $152K
Old Second National Bank of Aurora 0.03% No change 800 $152K
Delos Wealth Advisors, LLC 0.08% Add +416.0% 774 $147K
Westfuller Advisors, LLC 0.05% No change 769 $147K
Hilton Head Capital Partners, LLC 0.07% Add +0.9% 767 $146K
Tiaa Trust, National Association 0.01% No change 764 $146K
RMG Wealth Management LLC 0.01% No change 764 $144K
Entrust Financial LLC 0.09% No change 749 $143K
Advanced Asset Management Advisors Inc 0.04% Reduce -1.3% 746 $142K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 744 $142K
3Chopt Investment Partners, LLC 0.03% Reduce -20.4% 722 $138K
Founders Capital Management 0.06% Add +16.3% 713 $136K
NBH Bank 0.06% — 711 $135K
Financial Consulate, Inc. 0.01% No change 708 $135K
Tounjian Advisory Partners, LLC 0.06% New 693 $132K
Toronto Dominion Bank 0.00% Reduce -93.1% 686 $130K
Gables Capital Management Inc. 0.05% Add +1.8% 682 $130K
Graney & King, LLC 0.05% No change 680 $130K
Wagner Wealth Management, LLC 0.02% Reduce -40.4% 674 $128K
Financial Life Planners 0.08% Add +0.1% 666 $127K
Cardiff Park Advisors, LLC 0.01% No change 651 $124K
Knuff & Co LLC 0.03% No change 650 $124K
S.A. Mason LLC 0.04% New 648 $123K
Ameritas Investment Partners, Inc. 0.00% Reduce -4.5% 642 $122K
Integrity Financial Corp 0.06% Add +79.1% 634 $121K
Kroeger Financial Partners 0.11% — 618 $118K
Orion Capital Management LLC 0.04% Add +242.8% 617 $118K
Coastline Trust Co 0.01% No change 610 $116K
Quent Capital, LLC 0.01% No change 610 $116K
Matrix Private Capital Group LLC 0.05% Add +15.3% 610 $116K
Cypress Capital Management LLC (WY) 0.10% No change 608 $116K
Providence Capital Advisors, LLC 0.02% No change 603 $115K
Cutler Capital Management, LLC 0.04% New 600 $114K
Downshift Financial, LLC 0.05% New 582 $111K
Bogart Wealth, LLC 0.00% No change 553 $105K
Piedmont Capital Management, LLC 0.06% No change 550 $105K
Ni Acquisitions Company, LLC 0.04% — 548 $104K
Luken Investment Analytics, LLC 0.04% No change 544 $104K
Buck Wealth Strategies, LLC 0.01% New 537 $102K
South Plains Financial, Inc. 0.05% No change 534 $102K
Essential Investment Partners LLC 0.08% No change 522 $99K
DiNuzzo Private Wealth, Inc. 0.01% No change 520 $99K
Walsh & Associates, LLC 0.08% No change 518 $99K
Millstone Evans Group, LLC 0.05% Add +72.0% 516 $98K
MUFG Securities EMEA plc 0.00% Reduce -79.5% 508 $97K
Vision Financial Markets LLC 0.08% Add +0.2% 505 $94K
V-Square Quantitative Management LLC 0.01% New 476 $91K
Strive Financial Group ,LLC 0.04% Add +176.5% 470 $90K
Community Financial Services Group, LLC 0.01% Reduce -5.0% 480 $89K
Eukles Asset Management 0.04% Reduce -0.8% 466 $89K
Trust Co. of Toledo NA 0.01% No change 466 $89K
Financial Gravity Companies, Inc. 0.01% — 459 $87K
Quest 10 Wealth Builders, Inc. 0.07% No change 451 $86K
Valued Wealth Advisors LLC 0.03% No change 440 $84K
Washington Trust Advisors, Inc. 0.01% No change 434 $83K
Navigoe, LLC 0.04% New 435 $82K
Colonial Trust Co / SC 0.01% Reduce -5.6% 423 $81K
Miller Capital Partners, Inc. 0.03% No change 420 $80K
Evermay Wealth Management LLC 0.01% Reduce -8.4% 416 $79K
Evolution Wealth Management Inc. 0.05% Add +54.5% 408 $78K
PMV Capital Advisers, LLC 0.11% No change 401 $76K
Key Capital Management, INC 0.04% No change 400 $76K
Transce3nd, LLC 0.67% Reduce -25.7% 408 $76K
Main Street Group, LTD 0.02% Add +12.5% 395 $75K
Mascoma Wealth Management LLC 0.01% No change 395 $75K
Chapman Financial Group, LLC 0.05% No change 393 $75K
Manning & Napier Advisors LLC 0.00% No change 400 $74K
Covestor Ltd 0.04% Add +89.6% 383 $73K
Hartford Financial Management Inc. 0.02% No change 376 $72K
Costello Asset Management, INC 0.02% Reduce -2.7% 358 $68K
FNY Investment Advisers, LLC 0.02% New 360 $68K
Marshall Investment Management, LLC 0.03% New 354 $67K
Delta Asset Management LLC 0.01% No change 352 $67K
Capital Investment Counsel, Inc 0.01% Add +40.0% 350 $67K
Elevation Wealth Partners, LLC 0.02% Add +13.1% 346 $66K
Vestor Capital, LLC 0.00% Reduce -81.9% 417 $65K
Stone House Investment Management, LLC 0.01% No change 336 $64K
GGM Financial LLC 0.02% Add +0.3% 331 $63K
Godfrey Financial Associates, Inc. 0.05% New 300 $61K
Financial Perspectives, Inc 0.01% No change 320 $61K
Arlington Trust Co LLC 0.01% Add +220.0% 320 $61K
Chung Wu Investment Group, LLC 0.04% No change 316 $60K
Quaker Wealth Management, LLC 0.02% No change 314 $60K
Richards, Merrill & Peterson, Inc. 0.02% No change 312 $59K
Financial Management Professionals, Inc. 0.01% Add +111.8% 305 $58K
Piscataqua Savings Bank 0.04% No change 296 $56K
First Bancorp, Inc 0.02% New 286 $54K
Front Row Advisors LLC 0.02% Reduce -40.8% 290 $54K
Steph & Co. 0.01% No change 282 $54K
West Branch Capital LLC 0.01% Reduce -43.6% 274 $52K
Reyes Financial Architecture, Inc. 0.03% No change 262 $50K
Wellington Shields Capital Management, LLC 0.01% Reduce -52.4% 260 $50K
Fortis Group Advisors, LLC 0.01% No change 258 $49K
DHJJ Financial Advisors, Ltd. 0.01% No change 254 $48K
JTC Employer Solutions Trustee Ltd 0.00% Add +100.0% 380 $47K
Ssa Swiss Advisors AG 0.02% No change 245 $47K
Virginia Estate & Retirement Planning Advisors Inc. 0.06% Add +59.2% 336 $46K
Wellington-Altus USA Inc. 0.03% Reduce -42.1% 344 $46K
City State Bank 0.01% No change 230 $44K
Brown, Lisle/Cummings, Inc. 0.01% Add +6.5% 230 $44K
Nalls Sherbakoff Group, LLC 0.03% No change 226 $43K
BankChampaign, National Association 0.03% New 330 $43K
Silicon Valley Capital Partners 0.00% No change 222 $42K
Smithfield Trust Co 0.00% No change 220 $42K
WPG Advisers, LLC 0.02% No change 219 $42K
Union Savings Bank 0.02% No change 216 $41K
Cherry Tree Wealth Management, LLC 0.01% No change 212 $40K
Tower View Wealth Management LLC 0.02% Add +0.5% 209 $40K
McGuire Capital Advisors Inc. 0.02% No change 204 $39K
SWAN Capital LLC 0.01% Reduce -49.6% 202 $38K
Bravera Wealth 0.01% No change 200 $38K
Maryland Capital Advisors Inc. 0.01% — 200 $38K
True Wealth Design, LLC 0.01% No change 200 $38K
GHP Investment Advisors, Inc. 0.00% No change 200 $38K
Regatta Research & Money Management 0.04% — 198 $38K
Forum Finance Group S.A. 0.01% No change 240 $37K
Family Manage LLC 0.00% No change 188 $36K
Park Place Capital Corp 0.01% Reduce -15.6% 178 $34K
Blume Capital Management, Inc. 0.01% Add +0.6% 177 $34K
JPL Wealth Management, LLC 0.01% No change 168 $32K
Tacita Capital Inc 0.02% No change 160 $30K
Ball & Co Wealth Management Inc. 0.02% New 154 $29K
Go Invest LLC 0.01% Add +0.7% 150 $29K
United Financial Planning Group LLC 0.01% No change 149 $28K
Strategic Investment Solutions, Inc. 0.01% No change 144 $27K
Southern Michigan Bank & Trust 0.01% No change 142 $27K
Mosley Wealth Management 0.01% New 129 $25K
Three Bearings Fiduciary Advisors, Inc. 0.02% No change 128 $24K
Raffa Wealth Management, LLC 0.00% No change 128 $24K
Gilpin Wealth Management, LLC 0.02% No change 126 $24K
Cordgrass Capital Advisors, LLC 0.01% Reduce -93.1% 123 $23K
LOM Asset Management Ltd 0.01% Reduce -40.0% 120 $23K
Daytona Street Capital LLC 0.02% No change 120 $22K
Wolff Wiese Magana LLC 0.01% No change 114 $22K
Blueline Advisors LLC 0.01% New 128 $22K
Arvest Investments, Inc. 0.00% No change 112 $21K
Timbuktu Capital Management, LLC 0.03% — 110 $21K
Richardson Capital Management LLC 0.01% No change 108 $21K
Cedar Mountain Advisors, LLC 0.00% Reduce -19.7% 106 $20K
Financial Avengers, Inc. 0.01% No change 101 $19K
Harborfront Financial Group LLC 0.07% — 100 $19K
Berbice Capital Management LLC 0.01% Reduce -86.8% 100 $19K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% New 95 $18K
Oakmont Advisory Group, LLC 0.01% New 92 $18K
Ares Financial Consulting, LLC 0.01% New 86 $16K
Hager Investment Management Services, LLC 0.01% No change 86 $16K
Sankala Group LLC 0.01% No change 88 $16K
Philadelphia Investment Partners, LLC 0.01% No change 84 $16K
Gleason Group, Inc. 0.00% No change 72 $14K
Minot DeBlois Advisors LLC 0.01% Reduce -6.7% 70 $13K
Networth Advisors, LLC 0.01% No change 68 $13K
NorthAvenue LLC 0.01% Reduce -73.4% 66 $13K
Morton Brown Family Wealth, LLC 0.00% No change 64 $12K
Freestone Grove Partners LP 0.00% New 64 $12K
Core Alternative Capital 0.00% No change 60 $11K
Obsidian Cio, LLC 0.01% Reduce -59.9% 57 $11K
Dunhill Financial, LLC 0.00% No change 47 $9K
Signature Resources Capital Management, LLC 0.00% No change 44 $8K
Daiwa Securities Group Inc. 0.00% Reduce -29.5% 43 $8K
one8zero8, LLC 0.00% No change 42 $8K
Zions Bancorporation, National Association 0.00% No change 42 $8K
Sfam, LLC 0.01% No change 40 $8K
Kiker Wealth Management, LLC 0.00% New 35 $7K
Capital Advisor Network LLC 0.01% No change 32 $6K
Ulland Investment Advisors, LLC 0.00% No change 34 $6K
American Capital Advisory, LLC 0.00% No change 28 $5K
Central Pacific Bank - Trust Division 0.00% Add +8.3% 26 $5K
GoalVest Advisory LLC 0.00% No change 24 $5K
Hickory Point Bank & Trust 0.00% No change 20 $4K
Center for Financial Planning, Inc. 0.00% No change 18 $3K
Abound Wealth Management 0.00% Reduce -86.3% 16 $3K
Atwood & Palmer Inc. 0.00% No change 16 $3K
Richardson Financial Services Inc. 0.00% Reduce -99.5% 14 $3K
Westend Capital Management, LLC 0.00% No change 10 $2K
Tripletail Wealth Management, LLC 0.00% Add +100.0% 6 $1K
Abound Financial, LLC 0.00% No change 4 $762
Van Den Berg Management I, Inc. 0.00% No change 4 $762
Addison Advisors LLC 0.00% Reduce -99.9% 3 $572
LM Advisors LLC 0.00% New 1,409 $267

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