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JEPI — J P MORGAN EXCHANGE TRADED F

Reported value held$18.19B
Funds holding (latest)1414
Sector—
Funds holding (Q3 2026)44
Institutional value$234.71M · 4.17M sh
New / Add / Cut / Exit5 / 14 / 15 / 1368
Top-5 / Top-10 concentration75.0% / 86.9%
Institutional holdings change Reducing -98.7% (-318.34M sh)
Institutional value change Down -98.7%

As of Q3 2026, 44 SEC-registered investment managers reported holding JEPI (J P MORGAN EXCHANGE TRADED F) in their latest 13F filings, with a combined reported value of $234.71M across 4.17M shares. That is -98.7% by share count (-318.34M shares) versus the previous quarter, while reported value moved -98.7%. Ownership is concentrated: the five largest holders account for 75.0% of reported value and the top ten for 86.9%.

Compared with the prior quarter, 5 opened new positions, 14 added to existing stakes, 15 trimmed, 1368 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q3 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q3 2026 — 44 funds

FundSharesValuePortfolio WeightChange
Hamilton Capital, LLC 1.50M $84.22M 4.73% Add
First Financial Bank - Trust Division 754.76K $42.43M 3.06% Add
Cooper Financial Group 305.78K $17.19M 1.39% Reduce
Farther Finance Advisors, LLC 302.53K $17.01M 0.13% Add
Apella Capital, LLC 269.51K $15.21M 0.21% Reduce
EASTERN BANK 171.76K $9.66M 0.15% Add
Wealth Enhancement Trust Services, Inc. 113.14K $6.36M 0.68% New
Stonebridge Financial Group, LLC 95.01K $5.34M 0.39% Reduce
PRIVATE CLIENT SERVICES, LLC 65.71K $3.69M 0.99% Reduce
Avidian Wealth Enterprises, LLC 52.63K $2.96M 0.10% Add
TITLEIST ASSET MANAGEMENT, LLC 50.88K $2.86M 0.19% Reduce
CoreCap Advisors, LLC 47.34K $2.66M 0.08% Add
Worth Asset Management, LLC 47.29K $2.66M 0.78% Add
Legacy Private Trust Co. 46.28K $2.60M 0.15% Hold
TOMPKINS FINANCIAL CORP 45.13K $2.54M 0.18% Hold
Whalen Wealth Management Inc. 39.41K $2.22M 0.95% Reduce
Galvin, Gaustad & Stein, LLC 37.11K $2.09M 0.16% Reduce
BOYUM WEALTH ARCHITECTS LLC 35.90K $2.01M 0.82% Reduce
First Heartland Consultants, Inc. 17.30K $972.67K 0.07% Reduce
WINEBRENNER CAPITAL MANAGEMENT LLC 17.20K $966.73K 0.62% Reduce
MRA Advisory Group 16.34K $918.71K 0.34% Hold
Tactive Advisors, LLC 15.93K $895.58K 0.21% Reduce
Strong Retirement Solutions LLC 14.22K $799.62K 0.45% Add
Ebert Capital Management Inc. 13.94K $783.59K 0.68% New
Venture Visionary Partners LLC 12.97K $729.02K 0.03% Add
Crumly & Associates Inc. 12.96K $728.89K 0.13% Add
GAMMA Investing LLC 11.91K $669.80K 0.02% Add
JUNCTURE WEALTH STRATEGIES, LLC 11.70K $657.77K 0.17% Reduce
PARK NATIONAL CORP /OH/ 9.43K $530.10K 0.01% Reduce
Prota Financial, LLC 6.26K $350.13K 0.22% Add
Bank of New Hampshire 5.36K $301.11K 0.07% Reduce
WALLER FINANCIAL PLANNING GROUP, INC 5.13K $288.69K 0.06% Hold
Hiley Hunt Wealth Management 4.97K $279.23K 0.11% Add
Nautilus Advisors LLC 4.90K $275.59K 0.17% Reduce
KFA Private Wealth Group, LLC 4.45K $250.24K 0.06% New
CX Institutional 4.35K $245.00K 0.01% New
ELEVATION WEALTH PARTNERS, LLC 2.89K $162.60K 0.05% Add
Coastline Trust Co 1.15K $64.71K 0.01% Hold
AMERICAN NATIONAL BANK & TRUST 1.00K $56.22K 0.01% Hold
Olistico Wealth, LLC 626 $35.19K 0.01% New
Noble Wealth Management PBC 315 $17.71K 0.01% Hold
Miller Global Investments, LLC 245 $13.77K 0.01% Hold
Investors Research Corp 134 $7.53K 0.00% Hold
MJT & Associates Financial Advisory Group, Inc. 2 $62 0.00% Hold

Q2 2026 — 1407 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley 48.73M $2.75B 0.15% Add
Bank of America Corp 29.74M $1.68B 0.11% Reduce
Wells Fargo & Co 17.31M $977.39M 0.33% Add
ENVESTNET ASSET MANAGEMENT INC 11.31M $638.94M 0.15% New
LPL Financial LLC 10.36M $585.34M 0.17% New
RAYMOND JAMES FINANCIAL INC 8.78M $495.64M 0.19% New
ROYAL BANK OF CANADA 8.02M $452.93M 0.23% New
Cetera Investment Advisers 6.91M $390.25M 0.45% New
UBS Group AG 6.53M $368.98M 0.15% Reduce
JPMorgan Chase & Co 5.84M $329.50M 0.04% New
OSAIC HOLDINGS, INC. 5.79M $327.28M 0.48% New
COMMONWEALTH EQUITY SERVICES, LLC 3.91M $220.99M 0.28% New
RiverFront Investment Group, LLC 3.52M $199.07M 2.63% New
JONES FINANCIAL COMPANIES LLLP 3.43M $192.67M 0.08% New
MML INVESTORS SERVICES, LLC 3.32M $187.53M 0.38% New
CIBC Bancorp USA Inc. 2.92M $165.17M 0.23% New
Confluence Wealth Services, Inc. 2.82M $159.25M 4.55% New
STIFEL FINANCIAL CORP 2.78M $156.76M 0.13% New
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2.67M $150.99M 0.08% New
Equitable Holdings, Inc. 2.53M $142.44M 0.85% New
Janney Montgomery Scott LLC 2.35M $132.67M 0.26% New
BNY Mellon 2.32M $131.01M 0.03% Add
HighTower Advisors, LLC 2.19M $123.76M 0.12% New
Cornerstone Advisory, LLC 2.08M $117.44M 10.03% New
PNC Financial Services 2.04M $115.22M 0.06% Add
Kestra Advisory Services, LLC 2.04M $115.03M 0.40% New
Cambridge Investment Research Advisors, Inc. 1.89M $106.57M 0.25% New
Rockefeller Capital Management L.P. 1.70M $95.75M 0.15% New
FAS Wealth Partners, Inc. 1.67M $94.12M 5.07% New
FIRST FOUNDATION ADVISORS 1.57M $88.59M 3.20% New
Enstar Group LTD 1.54M $86.92M 40.18% New
Hamilton Capital, LLC 1.46M $82.40M 4.08% New
Atlantic Union Bankshares Corp 1.41M $79.44M 1.33% New
Prosperity Consulting Group, LLC 1.40M $79.14M 3.15% New
Allworth Financial LP 1.35M $76.37M 0.36% New
Clearstead Advisors, LLC 1.24M $70.22M 0.72% New
Focus Partners Wealth 1.17M $66.06M 0.07% New
NewEdge Advisors, LLC 1.10M $61.97M 0.19% New
SHP Wealth Management 1.05M $59.15M 4.07% New
Traynor Capital Management, Inc. 1.04M $58.98M 5.22% New
Franklin Resources 1.02M $57.80M 0.01% Add
Foguth Wealth Management, LLC. 998.74K $56.32M 6.41% New
Steward Partners Investment Advisory, LLC 989.01K $55.86M 0.28% New
TRUIST FINANCIAL CORP 963.15K $54.40M 0.08% New
Beacon Pointe Advisors, LLC 917.27K $51.81M 0.26% New
Apollon Wealth Management, LLC 911.78K $51.50M 0.65% New
CARY STREET PARTNERS FINANCIAL LLC 883.14K $49.88M 1.09% New
Private Advisor Group, LLC 875.33K $49.44M 0.23% New
HUB Investment Partners, LLC 862.89K $48.74M 1.57% New
Kathmere Capital Management, LLC 858.56K $48.49M 2.60% New
NOTTINGHAM ADVISORS, INC. 720.89K $48.04M 5.78% New
Brookstone Capital Management 840.57K $47.48M 0.50% New
Pinnacle Financial Partners, Inc. 787.47K $44.48M 0.30% New
MAI Capital Management 779.21K $44.01M 0.27% New
Oakworth Capital, Inc. 761.97K $42.91M 2.06% New
First Financial Bank - Trust Division 731.10K $41.29M 2.95% New
PINNACLE ASSOCIATES LTD 728.74K $41.16M 0.45% New
Baird Financial Group, Inc. 677.21K $38.25M 0.05% New
&PARTNERS 664.51K $37.55M 0.15% New
KESTRA PRIVATE WEALTH SERVICES, LLC 650.70K $36.75M 0.41% New
Horizon Advisory Services, Inc. 643.05K $36.32M 15.36% New
Integrated Wealth Concepts LLC 630.52K $35.61M 0.18% New
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 623.95K $35.42M 0.08% New
FUKOKU MUTUAL LIFE INSURANCE CO 617.00K $34.85M 2.03% New
STEPHENS INC /AR/ 614.92K $34.73M 0.39% New
Coastal Bridge Advisors, LLC 603.07K $34.06M 2.12% New
Hilton Capital Management, LLC 602.76K $34.04M 2.32% New
CORNERSTONE ENTERPRISES, LLC 567.41K $32.05M 14.62% New
Mariner, LLC 561.81K $31.73M 0.03% New
Cerity Partners LLC 553.07K $31.24M 0.05% New
Sterling Investment Counsel, LLC 551.24K $31.13M 7.39% New
Bouchey Financial Group, Ltd. 551.04K $31.12M 2.01% New
Citigroup Inc 542.34K $30.63M 0.04% Add
BOKF, NA 527.36K $29.79M 0.41% New
Prime Capital Investment Advisors, LLC 524.14K $29.60M 0.32% New
Capital Investment Advisors, LLC 518.47K $29.28M 0.39% New
DAVENPORT & Co LLC 516.21K $29.16M 0.17% New
Requisite Capital Management, LLC 509.30K $28.77M 4.77% New
Lido Advisors, LLC 503.99K $28.47M 0.16% New
RATIONAL ADVISORS, INC. 499.38K $28.20M 2.63% New
Wagner Wealth Management, LLC 482.62K $27.26M 5.04% New
Curran Financial Partners, LLC 461.35K $26.06M 3.88% New
Sanctuary Advisors, LLC 446.01K $25.19M 0.14% New
Midwest Trust Co 444.52K $25.11M 0.28% New
ORRSTOWN FINANCIAL SERVICES INC 443.48K $25.05M 3.72% New
Aptus Capital Advisors, LLC 440.19K $24.86M 0.21% New
Arax Advisory Partners 432.32K $24.42M 0.18% New
GREAT VALLEY ADVISOR GROUP, INC. 430.22K $24.30M 0.41% New
Pinnacle Wealth Management Advisory Group, LLC 428.86K $24.22M 1.47% New
Global Wealth Management Investment Advisory, Inc. 423.92K $23.94M 3.41% New
Prospera Financial Services Inc 423.85K $23.94M 0.35% New
Avantax Planning Partners, Inc. 415.89K $23.49M 0.58% New
HBW ADVISORY SERVICES LLC 414.56K $23.41M 2.12% New
CAPTRUST FINANCIAL ADVISORS 406.84K $22.98M 0.05% New
Melia Wealth LLC 404.61K $22.85M 13.16% New
J.W. COLE ADVISORS, INC. 391.30K $22.10M 0.38% New
TigerOak Management, L.L.C. 386.66K $21.84M 6.13% New
Chicago Partners Investment Group LLC 382.04K $21.55M 0.49% New
OPPENHEIMER & CO INC 378.38K $21.37M 0.23% New
Wealthfront Advisers LLC 375.49K $21.21M 0.04% New
MERCER GLOBAL ADVISORS INC /ADV 371.38K $20.98M 0.03% New
PRINCIPAL SECURITIES, INC. 370.28K $20.91M 0.25% New
Apella Capital, LLC 366.54K $20.84M 0.30% New
EP Wealth Advisors, LLC 368.01K $20.79M 0.08% New
ROTHSCHILD INVESTMENT LLC 364.43K $20.58M 0.77% New
Cooper Financial Group 362.11K $20.45M 1.72% New
BLAIR WILLIAM & CO/IL 360.23K $20.35M 0.05% New
Beacon Financial Advisory LLC 360.02K $20.33M 4.00% New
Capital Investment Advisory Services, LLC 358.11K $20.23M 1.25% New
Rezny Wealth Management, Inc. 354.27K $20.01M 3.46% New
UNITED CAPITAL FINANCIAL ADVISORS, LLC 346.50K $19.58M 0.12% New
FIFTH THIRD BANCORP 346.29K $19.56M 0.03% New
Waverly Advisors, LLC 338.12K $19.10M 0.12% New
HARBOUR INVESTMENTS, INC. 324.85K $18.35M 0.25% New
HUNTINGTON NATIONAL BANK 320.96K $18.13M 0.09% New
CHOREO, LLC 318.69K $18.00M 0.20% New
Tenzing Financial LLC 313.23K $17.78M 12.21% New
Columbus Macro, LLC 313.17K $17.69M 1.72% New
Advisory Services Network, LLC 312.13K $17.63M 0.25% New
TOBIAS FINANCIAL ADVISORS, INC. 310.18K $17.52M 2.23% New
ARROW FINANCIAL CORP 307.39K $17.36M 1.55% New
1 NORTH WEALTH SERVICES LLC 306.54K $17.31M 5.66% New
Geneos Wealth Management Inc. 302.98K $17.11M 0.35% New
Americana Partners, LLC 300.65K $16.98M 0.38% New
SFMG, LLC 298.10K $16.84M 1.11% New
Steele Capital Management, Inc. 293.18K $16.56M 0.61% New
AdvisorNet Financial, Inc 292.36K $16.51M 0.76% New
Creative Planning 280.37K $15.84M 0.01% New
Tradition Wealth Management, LLC 278.32K $15.72M 0.98% New
ADVISORS MANAGEMENT GROUP INC /ADV 277.69K $15.68M 2.60% New
Bernardo Wealth Planning LLC 277.58K $15.68M 2.68% New
Cresset Asset Management, LLC 276.87K $15.64M 0.09% New
D.A. DAVIDSON & CO. 276.35K $15.61M 0.09% New
Mountain Capital Investment Advisors Inc. 275.40K $15.55M 2.21% New
Everest Financial Group LLC 274.03K $15.48M 2.10% New
FAGAN ASSOCIATES, INC. 269.89K $15.24M 1.88% New
RETIREMENT PLANNING GROUP, LLC / NY 267.11K $15.09M 8.22% New
APPLETON PARTNERS INC/MA 266.23K $15.04M 0.92% New
Financial Futures Ltd Liability Co. 262.60K $14.83M 5.65% New
SBI Securities Co., Ltd. 261.76K $14.78M 0.34% New
PATTEN & PATTEN INC/TN 258.51K $14.60M 0.77% New
Eaton Financial Holdings Company, LLC 257.68K $14.55M 4.00% New
Larson Financial Group LLC 256.06K $14.46M 0.44% New
FLOYD FINANCIAL GROUP LLC 254.04K $14.37M 9.38% New
Magnus Financial Group LLC 253.55K $14.32M 1.05% New
Indivisible Partners 251.96K $14.23M 0.80% New
Prentice Wealth Management LLC 251.39K $14.20M 3.02% New
Rakuten Investment Management, Inc. 251.53K $14.20M 0.04% New
World Investment Advisors 250.36K $14.18M 0.23% New
Kingsview Wealth Management, LLC 247.39K $13.97M 0.17% New
Trinity Legacy Partners, LLC 244.45K $13.93M 2.82% New
Signature Wealth Management Partners, LLC 245.02K $13.84M 6.46% New
Wealthcare Advisory Partners LLC 240.85K $13.60M 0.26% New
Fermata Advisors, LLC 240.39K $13.58M 2.75% New
KINGSWOOD WEALTH ADVISORS, LLC 237.90K $13.44M 0.54% New
John A. Wolfe & Associates, Inc. 234.02K $13.22M 18.21% New
Mechanics Bank Trust Department 229.94K $12.99M 1.61% New
MTM FINANCIAL GROUP, LLC 228.84K $12.92M 5.54% New
St. Clair Advisors, LLC 226.15K $12.77M 3.29% New
WESTWOOD HOLDINGS GROUP INC 224.94K $12.70M 0.10% New
Community Bank, N.A. 224.92K $12.70M 1.41% New
INVESTMENT ADVISORY SERVICES INC /TX /ADV 223.72K $12.64M 3.64% New
WEDBUSH SECURITIES INC 223.13K $12.60M 0.33% New
IVC Wealth Advisors LLC 223.04K $12.60M 4.91% New
NATIXIS ADVISORS, LLC 218.40K $12.34M 0.01% New
Financial Guidance Group, Inc. 218.01K $12.31M 4.61% New
Concurrent Investment Advisors, LLC 216.82K $12.25M 0.13% New
Allen Capital Group, LLC 216.66K $12.24M 1.01% New
Summit Financial, LLC 216.55K $12.23M 0.13% New
Belpointe Asset Management LLC 216.00K $12.20M 0.40% New
Wealthspire Retirement, LLC 211.57K $11.95M 0.66% New
Valmark Advisers, Inc. 209.28K $11.82M 0.13% New
UMB Bank, n.a. 208.93K $11.80M 0.15% New
Dynamic Advisor Solutions LLC 208.49K $11.78M 0.36% New
THRIVENT FINANCIAL FOR LUTHERANS 204.12K $11.53M 0.02% New
COURIER CAPITAL LLC 203.71K $11.51M 0.57% New
Farther Finance Advisors, LLC 203.62K $11.50M 0.09% New
CreativeOne Wealth, LLC 201.80K $11.40M 0.25% New
First National Advisers, LLC 198.91K $11.23M 1.58% New
POWER WEALTH MANAGEMENT LLC 198.72K $11.22M 3.90% New
FIFTH THIRD SECURITIES, INC. 197.55K $11.16M 0.64% New
Rooted Wealth Advisors, Inc. 195.74K $11.06M 2.71% New
AE Wealth Management LLC 195.69K $11.05M 0.05% New
Decker Retirement Planning Inc. 193.04K $10.90M 3.71% New
ADG Wealth Management Group, LLC 191.83K $10.83M 6.88% New
Curtis Advisory Group, LLC 191.29K $10.80M 2.10% New
MCF Advisors LLC 188.45K $10.64M 0.38% New
MBA Advisors LLC 188.38K $10.64M 3.62% New
Capital Analysts, LLC 187.76K $10.60M 0.24% New
Perkins Coie Trust Co 187.37K $10.58M 2.03% New
Cassia Capital Partners, LLC 186.74K $10.55M 5.11% New
FIRST HAWAIIAN BANK 186.47K $10.53M 1.33% New
Argent Trust Co 185.26K $10.46M 0.30% New
Cambridge Advisors Inc. 181.43K $10.25M 1.76% New
GUARDIAN WEALTH ADVISORS, LLC / NC 180.86K $10.22M 0.62% New
INDEPENDENT FINANCIAL GROUP, LLC 180.84K $10.21M 0.19% New
Montis Financial, LLC 180.18K $10.18M 2.08% New
Edgemoor Investment Advisors, Inc. 177.48K $10.02M 0.68% New
TD Waterhouse Canada Inc. 178.26K $10.00M 0.03% New
Global Assets Advisory, LLC 175.12K $9.85M 2.15% New
Arkadios Wealth Advisors 173.40K $9.79M 0.19% New
SageGuard Financial Group, LLC 172.32K $9.73M 1.37% New
F/m Investments LLC 171.32K $9.68M 0.49% New
EASTERN BANK 170.66K $9.64M 0.15% New
CENTRAL TRUST Co 169.69K $9.58M 0.17% New
Koshinski Asset Management, Inc. 167.99K $9.49M 0.51% New
INTEGRITY ALLIANCE, LLC. 167.85K $9.48M 0.34% New
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 166.38K $9.39M 1.08% New
Krilogy Financial LLC 165.55K $9.35M 0.28% New
Scott Capital Advisors, LLC 162.60K $9.18M 1.44% New
FIRST NATIONAL BANK OF OMAHA 162.62K $9.18M 0.26% New
DeDora Capital, Inc. 159.61K $9.01M 1.96% New
Granite Bay Wealth Management, LLC 158.47K $8.95M 0.82% New
Patriot Financial Group Insurance Agency, LLC 158.46K $8.95M 0.92% New
Merit Financial Group, LLC 157.67K $8.91M 0.06% New
FIDUCIARY FAMILY OFFICE, LLC 156.55K $8.84M 2.21% New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 156.48K $8.84M 0.98% New
Pacific Center for Financial Services 154.44K $8.72M 1.95% New
MGO ONE SEVEN LLC 153.74K $8.68M 0.15% New
Fairway Wealth LLC 152.70K $8.62M 1.97% New
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 150.21K $8.43M 0.50% New
NCM Capital Management, LLC 148.82K $8.41M 2.59% New
High Net Worth Advisory Group LLC 147.63K $8.34M 1.77% New
Sterling Investment Advisors, Ltd. 147.15K $8.31M 1.39% New
ASSETMARK, INC 146.43K $8.27M 0.01% New
Sulzberger Capital Advisors, Inc. 146.31K $8.26M 8.07% New
NWF Advisory Services Inc. 144.28K $8.15M 0.80% New
CFO4Life Group, LLC 143.66K $8.11M 1.09% New
SMART Wealth LLC 143.33K $8.10M 1.75% New
Mutual Advisors, LLC 142.86K $8.07M 0.16% New
PFG Investments, LLC 142.63K $8.06M 0.31% New
CVA Family Office, LLC 142.49K $8.05M 0.73% New
SPIREPOINT PRIVATE CLIENT, LLC 141.91K $8.01M 0.65% New
Madrona Financial Services, LLC 140.00K $7.91M 1.46% New
EverSource Wealth Advisors, LLC 139.97K $7.91M 0.27% New
Aprio Wealth Management, LLC 139.90K $7.90M 0.39% New
Garden State Investment Advisory Services LLC 138.44K $7.82M 1.78% New
CENTAURUS FINANCIAL, INC. 137.74K $7.78M 0.30% New
Snowden Capital Advisors LLC 137.34K $7.76M 0.18% New
LEE JOHNSON CAPITAL MANAGEMENT, LLC 136.34K $7.70M 2.41% New
AXXCESS WEALTH MANAGEMENT, LLC 134.82K $7.61M 0.12% New
Focus Partners Advisor Solutions, LLC 133.66K $7.55M 0.06% New
Intrepid Financial Planning Group LLC 133.48K $7.54M 2.56% New
FOUNDATIONS INVESTMENT ADVISORS, LLC 132.17K $7.47M 0.08% New
Stelac Advisory Services LLC 131.95K $7.45M 1.39% New
New England Private Wealth Advisors LLC 130.78K $7.43M 0.72% New
Turn8 Private Wealth Inc. 129.11K $7.39M 4.93% New
Smartleaf Asset Management LLC 130.73K $7.38M 0.24% New
Capital Advisors Wealth Management, LLC 129.88K $7.34M 0.86% New
Financial Alternatives, Inc 129.65K $7.32M 3.61% New
Orion Porfolio Solutions, LLC 129.58K $7.32M 0.06% New
Moors & Cabot, Inc. 129.41K $7.31M 0.30% New
Sigma Planning Corp 129.12K $7.29M 0.19% New
Summit Financial Wealth Advisors, LLC 129.09K $7.29M 0.93% New
JANE STREET GROUP, LLC 128.60K $7.26M 0.01% New
StrongBox Wealth, LLC 127.99K $7.23M 2.06% New
NICOLET BANKSHARES INC 125.28K $7.08M 0.23% New
Mayfair Advisory Group, LLC 123.13K $6.99M 2.11% New
KFG WEALTH MANAGEMENT, LLC 121.77K $6.88M 0.78% New
Strategic Wealth Partners, Ltd. 121.19K $6.84M 0.42% New
Three Magnolias Financial Advisors, LLC 119.98K $6.78M 3.78% New
Leelyn Smith, LLC 119.19K $6.73M 0.82% New
CIBC WORLD MARKET INC. 119.16K $6.73M 0.02% New
LAKE STREET PRIVATE WEALTH, LLC 117.78K $6.65M 0.76% New
Lebenthal Global Advisors, LLC 117.27K $6.62M 0.89% New
Aureum Wealth Management, LLC 117.16K $6.62M 4.10% New
CHILDRESS CAPITAL ADVISORS, LLC 117.03K $6.61M 1.08% New
Community Financial Services Group, LLC 117.55K $6.60M 0.96% New
Diversify Advisory Services, LLC 115.47K $6.59M 0.14% New
DIVERSIFY WEALTH MANAGEMENT, LLC 115.47K $6.59M 0.14% New
KMG FIDUCIARY PARTNERS, LLC 116.38K $6.57M 0.61% New
Caprock Group, LLC 115.15K $6.50M 0.12% New
Stonebridge Financial Group, LLC 114.88K $6.49M 0.49% New
Saxony Capital Management, LLC 114.86K $6.49M 2.97% New
Savant Capital, LLC 114.78K $6.48M 0.02% New
SeaCrest Wealth Management, LLC 114.68K $6.48M 0.72% New
Investment Partners Asset Management, Inc. 114.10K $6.44M 4.02% New
Soltis Investment Advisors LLC 114.04K $6.44M 0.49% New
Campbell Deegan Wealth Management, LLC 112.58K $6.36M 4.70% New
Corient Private Wealth LP 112.23K $6.34M 0.01% New
Ausdal Financial Partners, Inc. 111.83K $6.32M 0.25% New
Intrua Financial, LLC 111.07K $6.27M 0.60% New
Spire Wealth Management 110.03K $6.21M 0.19% New
THOROUGHBRED FINANCIAL SERVICES, LLC 109.70K $6.20M 0.30% New
AMERIPRISE FINANCIAL INC 109.61K $6.19M 0.00% New
Vivid Wealth Management, LLC 109.17K $6.17M 2.17% New
Thayer Partners, LLC / MA 108.91K $6.15M 2.55% New
WINCAP FINANCIAL LLC 108.72K $6.14M 3.32% New
ELEVATION POINT WEALTH PARTNERS, LLC 108.08K $6.10M 0.11% New
Perissos Private Wealth Management, LLC 107.82K $6.09M 4.11% New
Blue Water Asset Management 107.52K $6.07M 1.96% New
MILESTONE ASSET MANAGEMENT, LLC 107.22K $6.06M 0.97% New
Selective Wealth Management, Inc. 107.07K $6.05M 1.59% New
Global Retirement Partners, LLC 107.18K $6.05M 0.10% New
MONEY CONCEPTS CAPITAL CORP 107.06K $6.05M 0.28% New
LEVEL FOUR ADVISORY SERVICES, LLC 106.55K $6.02M 0.17% New
Avior Wealth Management, LLC 106.11K $5.99M 0.16% New
Southeast Asset Advisors, LLC 106.01K $5.99M 0.61% New
Vestmark Advisory Solutions, Inc. 105.76K $5.97M 0.06% New
Brady Martz Wealth Solutions, LLC 105.42K $5.95M 0.90% New
Merkkuri Wealth Advisors LLC 105.37K $5.95M 3.69% New
Clearstead Trust, LLC 105.13K $5.94M 0.78% New
CAHILL FINANCIAL ADVISORS INC 104.36K $5.89M 0.57% New
Cascade Wealth Advisors, Inc 101.98K $5.87M 2.36% New
O'ROURKE & COMPANY, Inc 103.94K $5.87M 2.05% New
BANK OF MONTREAL /CAN/ 103.35K $5.84M 0.01% New
Envestnet Portfolio Solutions, Inc. 102.92K $5.81M 0.03% New
Allred Capital Management, LLC 102.79K $5.81M 1.91% New
Visionary Wealth Advisors 102.69K $5.80M 0.23% New
Eagle Bluffs Wealth Management LLC 102.28K $5.78M 1.93% New
BEAM WEALTH ADVISORS, INC. 101.69K $5.76M 1.44% New
Base Wealth Management LLC 100.40K $5.67M 2.64% New
Centurion Wealth Management LLC 100.30K $5.66M 1.35% New
PENNEY FINANCIAL, LLC 100.26K $5.66M 1.98% New
Perigon Wealth Management, LLC 100.11K $5.65M 0.10% New
N.E.W. Advisory Services LLC 99.78K $5.64M 0.38% New
Focused Wealth Management, Inc 98.93K $5.59M 0.54% New
Gotham Asset Management, LLC 98.68K $5.57M 0.01% New
Bauman Advisory Group, LLC 98.12K $5.54M 2.93% New
Talon Private Wealth, LLC 97.59K $5.51M 0.65% New
OneDigital Investment Advisors LLC 97.27K $5.49M 0.05% New
J. Team Financial, Inc. 97.07K $5.48M 5.33% New
Thomasville National Bank 96.83K $5.47M 0.30% New
Joseph P. Lucia & Associates, LLC 96.50K $5.45M 1.64% New
Bluespring Wealth Management, LLC 95.86K $5.41M 0.10% New
Asset Allocation Strategies LLC 95.44K $5.39M 0.85% New
Northern Trust Corp 95.38K $5.39M 0.00% Add
S&A Financial Services, Inc. 94.71K $5.35M 3.27% New
Atria Investments, Inc 94.69K $5.35M 0.05% New
Pathstone Holdings, LLC 94.10K $5.31M 0.02% New
INSIGNEO ADVISORY SERVICES, LLC 93.70K $5.29M 0.21% New
Claro Advisors Inc. 93.29K $5.27M 0.55% New
MISSION WEALTH MANAGEMENT, LP 93.26K $5.27M 0.09% New
Western Wealth Management, LLC 92.68K $5.23M 0.18% New
Snider Financial Group 92.40K $5.22M 1.33% New
Ulland Investment Advisors, LLC 92.00K $5.20M 3.83% New
Vienna Asset Management LLC 91.13K $5.15M 3.72% New
BENJAMIN EDWARDS INC 90.97K $5.14M 0.05% New
Clark Wealth Partners 90.81K $5.13M 2.90% New
Continuum Advisory, LLC 90.57K $5.12M 0.41% New
Vavra Capital Management, LLC 89.99K $5.08M 4.45% New
TBH Global Asset Management, LLC 89.89K $5.08M 0.93% New
Essex Financial Services, Inc. 88.96K $5.02M 0.25% New
Whalen Wealth Management Inc. 88.77K $5.01M 2.26% New
Savvy Advisors, Inc. 88.70K $5.01M 0.12% New
DAYMARK WEALTH PARTNERS, LLC 88.28K $4.99M 0.12% New
Stratos Wealth Partners, LTD. 88.17K $4.98M 0.05% New
Safe Harbor Fiduciary, LLC 87.47K $4.94M 3.85% New
NewEdge Wealth, LLC 87.03K $4.92M 0.06% New
TD PRIVATE CLIENT WEALTH LLC 86.80K $4.90M 0.09% New
Peregrine Asset Advisers, Inc. 86.63K $4.89M 1.06% New
FLAGSTAR SECURITIES, INC 86.52K $4.89M 1.48% New
Boston Partners 86.36K $4.88M 0.00% New
Integrated Financial Solutions, Inc. 86.25K $4.87M 2.63% New
Thrive Capital Management, LLC 86.03K $4.86M 0.92% New
Troutman Wealth Management, LLC 85.88K $4.85M 3.73% New
IHT Wealth Management, LLC 85.66K $4.84M 0.10% New
WEALTHSPAN PARTNERS, LLC 85.48K $4.83M 1.52% New
Kingstone Capital Partners Texas, LLC 85.20K $4.81M 2.56% New
Wick Capital Partners, LLC 85.18K $4.81M 0.73% New
LifeWealth Investments, LLC 85.00K $4.80M 1.28% New
Summit Wealth Partners, LLC 84.50K $4.77M 0.68% New
Ameritas Advisory Services, LLC 84.24K $4.76M 0.10% New
Forvis Mazars Wealth Advisors, LLC 84.01K $4.74M 0.08% New
KENNEDY INVESTMENT GROUP, INC. 83.88K $4.74M 1.61% New
RETIREMENT GUYS FORMULA LLC 83.53K $4.72M 1.78% New
TrustBank 82.69K $4.67M 1.58% New
CALTON & ASSOCIATES, INC. 82.51K $4.66M 0.68% New
Wealthspire Advisors, LLC 82.29K $4.65M 0.03% New
B. Riley Wealth Advisors, Inc. 81.74K $4.61M 0.35% New
Slagle Financial, LLC 81.44K $4.60M 1.38% New
J HAGAN CAPITAL, INC. 81.19K $4.59M 2.12% New
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 80.91K $4.57M 0.22% New
4WEALTH ADVISORS, INC. 80.52K $4.54M 3.49% New
Sowell Financial Services LLC 80.30K $4.54M 0.15% New
LOWERY THOMAS, LLC 80.09K $4.52M 2.21% New
IFP Advisors, Inc 79.64K $4.50M 0.08% New
Windsor Capital Management, LLC 79.36K $4.48M 1.17% New
RDA Financial Network 78.82K $4.45M 0.97% New
SILVERLAKE WEALTH MANAGEMENT LLC 78.71K $4.45M 0.85% New
SkyOak Wealth, LLC 78.14K $4.41M 0.72% New
Onyx Bridge Wealth Group LLC 77.63K $4.38M 0.40% New
MOR Wealth Management, LLC 77.61K $4.38M 1.75% New
Weinberger Asset Management, Inc 76.23K $4.37M 1.40% New
21 West Wealth Management LLC 76.75K $4.34M 3.70% New
Trajan Wealth LLC 76.60K $4.33M 0.16% New
FourThought Financial Partners, LLC 76.56K $4.32M 0.33% New
JSF Financial, LLC 76.47K $4.32M 0.70% New
Vise Technologies, Inc. 76.28K $4.31M 0.05% New
Semus Wealth Partners LLC 75.81K $4.28M 2.07% New
Henderson Brothers Financial Partners, LLC 75.59K $4.27M 2.02% New
ARMSTRONG ADVISORY GROUP, INC 75.53K $4.27M 0.26% New
PARK AVENUE SECURITIES LLC 75.54K $4.27M 0.03% New
M.E. ALLISON & CO., INC. 75.48K $4.26M 2.45% New
SCOTIA CAPITAL INC. 75.39K $4.26M 0.02% New
AlphaStar Capital Management, LLC 75.29K $4.25M 0.27% New
AlphaCore Capital LLC 73.97K $4.18M 0.08% New
PRIVATE CLIENT SERVICES, LLC 73.19K $4.13M 1.08% New
Principle Wealth Partners LLC 72.47K $4.09M 0.20% New
Grantvest Financial Group LLC 72.28K $4.08M 2.37% New
Princeton Global Asset Management LLC 72.08K $4.07M 0.58% New
Fairway Financial, LLC 72.06K $4.07M 2.78% New
RFG Advisory, LLC 71.95K $4.06M 0.07% New
Capstone Wealth Management Group, Inc. 71.09K $4.02M 2.42% New
MARINO, STRAM & ASSOCIATES LLC 70.10K $3.96M 0.63% New
Teamwork Financial Advisors, LLC 69.77K $3.94M 0.62% New
Security National Bank 69.40K $3.92M 0.47% New
Investment Advisory Services Group LLC 69.16K $3.91M 2.86% New
LongView Wealth Management 69.13K $3.90M 1.00% New
Quantinno Capital Management LP 69.13K $3.90M 0.01% New
PLANNING DIRECTIONS INC 69.04K $3.90M 1.81% New
Hexagon Capital Partners LLC 68.22K $3.85M 0.54% New
AQR Capital Management 68.00K $3.84M 0.00% Add
AQR CAPITAL MANAGEMENT LLC 68.00K $3.84M 0.00% New
WMS Group LLC 67.96K $3.84M 4.95% New
Parallel Advisors, LLC 67.86K $3.83M 0.06% New
Oasis Advisors, LLC 67.47K $3.81M 2.47% New
RPg Family Wealth Advisory, LLC 66.76K $3.77M 0.78% New
SIERRA OCEAN, LLC 66.72K $3.77M 2.61% New
Ignite Planners, LLC 66.21K $3.74M 0.52% New
SAX WEALTH ADVISORS, LLC 65.55K $3.72M 0.15% New
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad 65.73K $3.71M 0.18% New
NFSG Corp 65.65K $3.71M 0.46% New
Register Financial Advisors LLC 65.63K $3.71M 1.14% New
Kovack Advisors, Inc. 64.70K $3.63M 0.17% New
Inspire Advisors, LLC 64.33K $3.63M 0.25% New
SG Americas Securities, LLC 64.30K $3.63M 0.00% New
Arete Wealth Advisors, LLC 64.30K $3.63M 0.12% New
EVERMAY WEALTH MANAGEMENT LLC 63.60K $3.59M 0.37% New
VeraBank, N.A. 63.21K $3.57M 0.62% New
Clarity Wealth Advisors, LLC 62.80K $3.55M 0.64% New
Herold Advisors, Inc. 62.70K $3.54M 0.70% New
WNY Asset Management, LLC 62.51K $3.53M 0.32% New
Advisory Alpha, LLC 62.15K $3.51M 0.09% New
J2 Capital Management Inc 61.55K $3.48M 2.34% New
Lewis Asset Management, LLC 61.48K $3.47M 1.22% New
American Trust 61.33K $3.46M 0.27% New
L2 Asset Management, LLC 61.19K $3.46M 0.36% New
First PREMIER Bank 61.16K $3.45M 0.56% New
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 60.95K $3.44M 1.67% New
Independent Wealth Network Inc. 60.81K $3.43M 0.89% New
Ellis Investment Partners, LLC 60.48K $3.42M 0.52% New
Cedarwood Wealth LLC 60.45K $3.41M 2.58% New
FINANCIAL MANAGEMENT NETWORK INC 60.28K $3.41M 0.49% New
Focus Financial Network, Inc. 60.18K $3.40M 0.10% New
CHAPIN DAVIS, INC. 59.83K $3.38M 0.59% New
Centennial Advisors, LLC 59.63K $3.37M 4.02% New
Procyon Advisors, LLC 59.49K $3.36M 0.14% New
PANORAMIC INVESTMENT ADVISORS, LLC 59.37K $3.35M 1.60% New
Solutions 4 Wealth, Ltd 59.34K $3.35M 4.33% New
Ankerstar Wealth, LLC 59.26K $3.35M 2.81% New
United Advisor Group, LLC 58.92K $3.33M 0.37% New
Heritage Trust Co 58.91K $3.33M 0.29% New
M Holdings Securities, Inc. 59.01K $3.32M 0.45% New
Patten Group, Inc. 58.55K $3.31M 0.51% New
Tempus Wealth Planning, LLC 58.55K $3.31M 0.66% New
Ducere Wealth Management LLC 58.47K $3.30M 0.99% New
3EDGE Asset Management, LP 58.30K $3.29M 0.15% New
Haverford Trust Co 58.19K $3.29M 0.03% New
Sunpointe, LLC 57.42K $3.24M 0.92% New
CAP Partners, LLC 57.37K $3.24M 1.58% New
Interchange Capital Partners, LLC 57.07K $3.22M 0.61% New
Collaborative Wealth Managment Inc. 57.03K $3.22M 1.36% New
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 56.05K $3.17M 0.78% New
LexAurum Advisors, LLC 56.01K $3.16M 0.36% New
PARSONS CAPITAL MANAGEMENT INC/RI 55.98K $3.16M 0.14% New
Innovative Wealth Building LLC 55.53K $3.14M 1.82% New
OLD MISSION CAPITAL LLC 55.23K $3.12M 0.11% New
Signal Advisors Wealth, LLC 54.94K $3.10M 0.16% New
Arsenal Capital Advisors LLC 54.54K $3.08M 1.82% New
Van Hulzen Asset Management, LLC 54.22K $3.06M 0.22% New
Stratos Investment Management, LLC 54.08K $3.05M 0.11% New
STUDIO INVESTMENT MANAGEMENT LLC 54.05K $3.05M 0.52% New
SHEPHERD KAPLAN KROCHUK, LLC 53.53K $3.02M 2.40% New
Archer Investment Corp 53.45K $3.02M 0.59% New
CULLEN/FROST BANKERS, INC. 53.43K $3.02M 0.03% New
Lionhunter Capital Management, LLC 53.40K $3.02M 1.36% New
EHRLICH FINANCIAL GROUP 53.36K $3.01M 1.55% New
FIDUCIARY FINANCIAL ADVISORS 53.31K $3.01M 0.31% New
ALTERNA WEALTH MANAGEMENT, INC 53.25K $3.01M 1.73% New
TITLEIST ASSET MANAGEMENT, LLC 52.51K $2.97M 0.21% New
WESTBOURNE INVESTMENTS, INC. 52.41K $2.96M 1.21% New
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 52.25K $2.95M 0.05% New
BG Investment Services, LLC 52.08K $2.94M 2.12% New
San Luis Wealth Advisors LLC 51.85K $2.93M 0.46% New
Sachetta, LLC 51.80K $2.93M 1.42% New
PFG Advisors 51.74K $2.92M 0.15% New
Golden State Wealth Management, LLC 51.67K $2.92M 0.27% New
Farmers & Merchants Trust Co of Chambersburg PA 51.24K $2.89M 0.73% New
Tyche Wealth Partners LLC 51.01K $2.88M 0.40% New
Keeler Thomas Management LLC 51.01K $2.88M 1.02% New
Fragasso Financial Advisors Inc 50.58K $2.86M 0.15% New
CoreFirst Bank & Trust 50.48K $2.85M 1.42% New
STAR Financial Bank 50.39K $2.85M 1.16% New
LJI Wealth Management, LLC 50.15K $2.83M 0.40% New
Oxinas Partners, LLC 49.40K $2.79M 1.10% New
Regal Investment Advisors LLC 49.30K $2.78M 0.14% New
Dakota Wealth Management 49.12K $2.77M 0.06% New
Weil Company, Inc. 49.09K $2.77M 0.49% New
5T Wealth, LLC 48.91K $2.76M 1.03% New
FMA Wealth Management, LLC 48.88K $2.76M 1.77% New
Goldstone Financial Group, LLC 48.73K $2.75M 0.27% New
TrueWealth Advisors, LLC 48.52K $2.74M 0.62% New
Kelly Financial Services LLC 48.26K $2.73M 0.58% New
Ring Mountain Capital, LLC 48.04K $2.71M 1.14% New
Sequent Planning LLC 47.87K $2.70M 0.58% New
Guardian Financial Partners, LLC 47.38K $2.68M 1.04% New
Integras Partners LLC 47.21K $2.67M 1.47% New
HARBOR INVESTMENT ADVISORY, LLC 46.87K $2.65M 0.20% New
RESOLUTE CAPITAL, LLC 46.58K $2.63M 0.91% New
Legacy Private Trust Co. 46.51K $2.63M 0.15% New
HIGHLINE WEALTH PARTNERS LLC 46.51K $2.63M 0.54% New
Sage Capital Management, LLC 46.35K $2.62M 1.02% New
Strategic Blueprint, LLC 46.32K $2.62M 0.13% New
Walkner Condon Financial Advisors LLC 46.24K $2.61M 0.30% New
VICUS CAPITAL 46.04K $2.60M 0.17% New
Mosley Wealth Management 46.01K $2.60M 0.83% New
Triumph Capital Management 45.89K $2.59M 0.47% New
MCDONALD PARTNERS LLC 45.85K $2.59M 0.63% New
GFS Advisors, LLC 740 $2.58M 0.28% New
Invst, LLC 45.63K $2.58M 0.25% New
Betterment LLC 45.16K $2.55M 0.00% New
CoreCap Advisors, LLC 45.16K $2.55M 0.08% New
Bay Capital Advisors, LLC 45.09K $2.55M 1.36% New
Houlihan Financial Resource Group, Ltd. 45.02K $2.54M 0.91% New
TOMPKINS FINANCIAL CORP 44.96K $2.54M 0.18% New
4J Wealth Management LLC 44.72K $2.53M 1.24% New
Heritage Wealth Management, Inc. 44.65K $2.52M 0.63% New
Pallas Capital Advisors LLC 44.56K $2.52M 0.08% New
Crewe Advisors LLC 44.50K $2.51M 0.18% New
Acorns Advisers, LLC 44.43K $2.51M 0.02% New
Ergawealth Advisors, Inc. 44.26K $2.50M 0.97% New
RAHLFS CAPITAL, LLC 44.09K $2.49M 1.83% New
Avidian Wealth Enterprises, LLC 44.09K $2.49M 0.08% New
BRADLEY FOSTER & SARGENT INC/CT 43.91K $2.48M 0.04% New
Sovereign Financial Group, Inc. 43.91K $2.48M 0.39% New
Red Mountain Financial, LLC 43.81K $2.47M 2.08% New
Worth Financial Advisory Group, LLC 43.76K $2.47M 1.03% New
Galvin, Gaustad & Stein, LLC 43.66K $2.47M 0.18% New
WEBSTERROGERS FINANCIAL ADVISORS, LLC 43.60K $2.46M 0.63% New
Guilbault Capital LLC 43.59K $2.46M 2.47% New
Bell Bank 43.56K $2.46M 0.09% New
HANCOCK WHITNEY CORP 43.25K $2.44M 0.04% New
Anchor Capital Management Group Inc 39.50K $2.43M 1.67% New
Rockport Wealth LLC 42.84K $2.42M 0.41% New
Redmond Asset Management, LLC 42.80K $2.42M 0.60% New
GILL CAPITAL PARTNERS, LLC 41.64K $2.35M 0.62% New
LITTLEJOHN FINANCIAL SERVICES, INC. 41.59K $2.35M 1.71% New
Note Advisors, LLC 41.58K $2.35M 1.02% New
Ruggiero Investments, Inc. 41.47K $2.34M 2.07% New
Benchmark Financial, LLC 41.40K $2.34M 1.91% New
Ashton Thomas Private Wealth, LLC 41.25K $2.33M 0.05% New
Integrated Advisors Network LLC 40.72K $2.30M 0.11% New
Bleakley Financial Group, LLC 40.63K $2.29M 0.03% New
CITIZENS FINANCIAL GROUP INC/RI 40.63K $2.29M 0.03% New
PMG Family Office LLC 40.43K $2.28M 2.10% New
MIRAMONTES CAPITAL, LLC 40.38K $2.28M 0.71% New
JT Stratford LLC 40.36K $2.28M 0.25% New
Worth Asset Management, LLC 40.25K $2.27M 0.73% New
Frontier Asset Management, LLC 40.13K $2.27M 0.41% New
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 40.12K $2.27M 0.02% New
FOUNDERS FINANCIAL SECURITIES LLC 40.12K $2.27M 0.12% New
Helium Advisors LLC 39.47K $2.23M 1.85% New
White Wing Wealth Management 39.44K $2.23M 1.16% New
LANARK FINANCIAL, INC. 38.97K $2.20M 0.15% New
REGIONS FINANCIAL CORP 38.56K $2.18M 0.01% New
Whipplewood Advisors, LLC 38.55K $2.18M 1.47% New
Joel Isaacson & Co., LLC 38.18K $2.16M 0.06% New
TFR Capital, LLC. 37.90K $2.14M 0.60% New
BOK Financial Private Wealth, Inc. 37.88K $2.14M 0.11% New
SHEETS SMITH WEALTH MANAGEMENT 37.68K $2.13M 0.21% New
Newport Capital Group, LLC 37.04K $2.09M 1.17% New
Triton Wealth Management, PLLC 36.84K $2.08M 0.64% New
J.Safra Asset Management Corp 36.74K $2.07M 0.10% New
UNIQUE WEALTH, LLC 36.68K $2.07M 0.24% New
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 36.62K $2.07M 0.40% New
Avestar Capital, LLC 36.61K $2.07M 0.21% New
US BANCORP \DE\ 36.55K $2.06M 0.00% New
BOYUM WEALTH ARCHITECTS LLC 36.23K $2.06M 0.82% New
CROBAN 36.34K $2.05M 0.91% New
INTEGRAL INVESTMENT ADVISORS, INC. 36.10K $2.04M 0.45% New
Midwest Professional Planners, LTD. 35.97K $2.03M 0.40% New
Greykasell Wealth Strategies, Inc. 35.87K $2.03M 0.73% New
Taylor Securities Services, Inc. 35.85K $2.02M 0.82% New
LGT Financial Advisors LLC 35.82K $2.02M 10.70% New
Ritter Daniher Financial Advisory LLC / DE 35.70K $2.02M 0.31% New
Resonant Capital Advisors, LLC 35.57K $2.01M 0.10% New
Beaumont Financial Advisors, LLC 35.55K $2.01M 0.13% New
Cherry Tree Wealth Management, LLC 35.42K $2.00M 0.38% New
Etesian Wealth Advisors, Inc. 35.31K $1.99M 0.59% New
KERR FINANCIAL PLANNING Corp 35.26K $1.99M 2.25% New
Stratos Wealth Advisors, LLC 35.25K $1.99M 0.11% New
Annis Gardner Whiting Capital Advisors, LLC 35.10K $1.98M 0.30% New
Cannon Wealth Management Services, LLC 35.08K $1.98M 1.08% New
Blue Trust, Inc. 34.72K $1.96M 0.02% New
PDS Planning, Inc 34.62K $1.96M 0.11% New
National Philanthropic Trust 34.57K $1.95M 0.03% New
BELLEVUE ASSET MANAGEMENT, LLC 34.44K $1.95M 0.90% New
Aspen Investment Management Inc 34.34K $1.94M 0.52% New
SteelPeak Wealth, LLC 34.09K $1.93M 0.09% New
Simplicity Wealth,LLC 34.04K $1.92M 0.07% New
TUCKER ASSET MANAGEMENT LLC 34.01K $1.92M 0.47% New
WEALTH EFFECTS LLC 33.94K $1.92M 0.52% New
Columbia Bank 33.72K $1.90M 0.43% New
Purus Wealth Management, LLC 33.69K $1.90M 0.52% New
Sound Income Strategies, LLC 33.55K $1.90M 0.09% New
Caerus Investment Advisors, LLC 33.08K $1.87M 0.66% New
SFE Investment Counsel 33.08K $1.87M 0.26% New
Round Rock Advisors LLC 33.02K $1.86M 0.24% New
Somerset Trust Co 32.77K $1.85M 0.52% New
Modus Advisors, LLC 32.67K $1.85M 0.46% New
COLDSTREAM CAPITAL MANAGEMENT INC 32.67K $1.85M 0.02% New
WEST MICHIGAN ADVISORS, LLC 32.55K $1.84M 0.41% New
Spartan Wealth Advisory Services LLC 32.61K $1.84M 0.15% New
IFG Advisory, LLC 32.56K $1.84M 0.07% New
VERUS CAPITAL PARTNERS, LLC 32.53K $1.84M 0.10% New
Nordwand Advisors, LLC 32.24K $1.82M 0.28% New
Grant Private Wealth Management Inc 31.95K $1.80M 0.76% New
Sequoia Financial Advisors, LLC 31.72K $1.79M 0.01% New
MEANS INVESTMENT CO., INC. 31.64K $1.79M 0.15% New
GTS SECURITIES LLC 31.35K $1.77M 0.04% New
Wealth Watch Advisors, INC 31.31K $1.77M 0.61% New
Spinnaker Investment Group, LLC 31.10K $1.76M 0.28% New
GABLES CAPITAL MANAGEMENT INC. 30.86K $1.74M 0.63% New
Dynasty Wealth Management, LLC 30.83K $1.74M 0.01% New
PERRYMAN FINANCIAL ADVISORY INC /AD 30.57K $1.73M 0.23% New
HBK Sorce Advisory LLC 29.96K $1.72M 0.03% New
Post Resch Tallon Group Inc. 30.48K $1.72M 1.19% New
Richmond Investment Services, LLC 30.38K $1.72M 0.54% New
Carr Financial Group Corp 30.07K $1.70M 0.39% New
SECURITY NATIONAL BANK OF SO DAK 29.89K $1.69M 0.78% New
FIRST HORIZON CORP 29.82K $1.68M 0.07% New
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 29.67K $1.68M 0.34% New
Mayflower Financial Advisors, LLC 29.19K $1.65M 0.14% New
SILVER OAK SECURITIES, INCORPORATED 29.08K $1.64M 0.10% New
RMR Wealth Builders 28.97K $1.64M 0.10% New
Markowski Investments 28.89K $1.63M 0.36% New
SAGESPRING WEALTH PARTNERS, LLC 28.71K $1.62M 0.03% New
Prosperitas Financial LLC 28.69K $1.62M 0.52% New
Matisse Capital 28.32K $1.60M 0.64% New
New Insight Wealth Advisors 28.23K $1.59M 0.47% New
Main Line Retirement Advisors, LLC 28.21K $1.59M 0.73% New
Stirlingshire Investments, Inc. 28.17K $1.59M 1.18% New
Concord Wealth Partners 28.16K $1.59M 0.18% New
GC Wealth Management RIA, LLC 28.15K $1.59M 0.09% New
Sloy Dahl & Holst, LLC 27.92K $1.58M 0.20% New
Tradewinds, LLC. 2.19K $1.58M 0.35% New
BROWN ADVISORY INC 27.79K $1.57M 0.00% New
Signature Equity Partners, LLC 27.62K $1.56M 0.72% New
Modern Wealth Management, LLC 27.59K $1.56M 0.02% New
Per Stirling Capital Management, LLC. 27.52K $1.55M 0.15% New
DB&C Advisors, LLC 27.38K $1.55M 1.68% New
WEALTH ALLIANCE, LLC 27.34K $1.54M 0.13% New
Strategic Wealth Advisors LLC 26.89K $1.54M 1.32% New
Retirement Planning Group, LLC 27.23K $1.54M 0.04% New
Generation Capital Management LLC 27.10K $1.53M 0.94% New
Frederick Financial Consultants, LLC 27.05K $1.53M 0.65% New
HOWARD WEALTH MANAGEMENT, LLC 26.89K $1.52M 0.56% New
Paradigm Capital Management, LLC/NV 26.73K $1.51M 1.30% New
CHANNEL WEALTH LLC 26.67K $1.51M 0.34% New
BKM Wealth Management, LLC 26.43K $1.49M 0.53% New
PKS Advisory Services, LLC 26.14K $1.48M 0.24% New
BTS Asset Management, Inc. 25.96K $1.47M 3.09% New
XML Financial, LLC 25.71K $1.45M 0.11% New
Smallwood Wealth Investment Management, LLC 25.63K $1.45M 0.63% New
TOCQUEVILLE ASSET MANAGEMENT L.P. 25.56K $1.44M 0.02% New
Investor's Fiduciary Advisor Network, LLC 25.55K $1.44M 0.49% New
NOVEM GROUP 25.36K $1.43M 0.15% New
CASCADE INVESTMENT GROUP, INC. 25.32K $1.43M 0.80% New
Legacy Wealth Managment, LLC/ID 25.30K $1.43M 0.61% New
Independent Advisor Alliance 25.29K $1.43M 0.03% New
Meridian Wealth Management, LLC 25.25K $1.43M 0.05% New
WELLINGTON-ALTUS USA INC. 24.91K $1.41M 1.04% New
Kestra Investment Management, LLC 24.80K $1.40M 0.03% New
StoneX Group Inc. 24.75K $1.40M 0.06% New
RWA WEALTH PARTNERS, LLC 24.57K $1.39M 0.01% New
Sovran Advisors, LLC 24.21K $1.38M 0.10% New
Plan Group Financial, LLC 24.31K $1.37M 0.29% New
Paradigm, Strategies in Wealth Management, LLC 24.24K $1.37M 0.83% New
Boreal Capital Management LLC 24.21K $1.37M 1.18% New
Orgel Wealth Management, LLC 24.21K $1.37M 0.03% New
Brown Miller Wealth Management, LLC 24.08K $1.36M 0.34% New
Murphy & Mullick Capital Management Corp 24.05K $1.36M 0.84% New
Raab & Moskowitz Asset Management LLC 23.99K $1.35M 0.29% New
TRANSCEND CAPITAL ADVISORS, LLC 23.93K $1.35M 0.09% New
Independence Asset Advisors, LLC 23.87K $1.35M 0.35% New
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 23.80K $1.34M 0.55% New
GWN SECURITIES INC. 23.72K $1.34M 0.22% New
Pacific Park Financial, Inc. 23.72K $1.34M 0.78% New
Ascension Capital Advisors, Inc. 23.65K $1.34M 0.38% New
Plotkin Financial Advisors, LLC 23.56K $1.33M 0.55% New
Flagship Private Wealth, LLC 23.52K $1.33M 0.47% New
SMITH, MOORE & CO. 23.38K $1.32M 0.09% New
Bay Rivers Group 23.36K $1.32M 0.45% New
Cyndeo Wealth Partners, LLC 23.24K $1.31M 0.06% New
Verity Asset Management, Inc. 23.20K $1.31M 0.50% New
TritonPoint Partners, LLC 23.11K $1.31M 0.11% New
Clear Creek Financial Management, LLC 23.06K $1.30M 0.08% New
D'Orazio & Associates, Inc. 22.85K $1.29M 0.15% New
TCFG Investment Advisors, LLC 22.73K $1.29M 0.43% New
TUDOR INVESTMENT CORP ET AL 22.75K $1.29M 0.01% New
COMMERCE BANK 22.66K $1.28M 0.01% New
Fortis Capital Advisors, LLC 22.57K $1.27M 0.14% New
Bravias Capital Group, LLC 22.54K $1.27M 0.76% New
Milestone Asset Management Group, LLC 22.50K $1.27M 0.64% New
Jacobs Equity LLC 22.45K $1.27M 0.88% New
Trueblood Wealth Management, LLC 22.39K $1.26M 0.44% New
CPC Advisors, LLC 22.26K $1.26M 0.17% New
FIDUCIARY FINANCIAL GROUP, LLC 22.22K $1.25M 0.14% New
Strategic Advisors LLC 22.17K $1.25M 0.27% New
TWIN FOCUS CAPITAL PARTNERS, LLC 22.16K $1.25M 0.13% New
Pasadena Private Wealth, LLC 22.09K $1.25M 0.17% New
Wealth Dimensions Group, Ltd. 22.07K $1.25M 0.23% New
Falcon Wealth Planning 22.01K $1.24M 0.08% New
Meridian Financial Advisors, LLC 21.99K $1.24M 0.60% New
MCCARTER PRIVATE WEALTH SERVICES LLC 21.94K $1.24M 0.43% New
Code Waechter LLC 21.91K $1.24M 0.64% New
LRI Investments, LLC 21.66K $1.22M 0.10% New
Elevation Wealth Management LLC 21.54K $1.22M 0.94% New
Armor Investment Advisors, LLC 21.51K $1.21M 0.39% New
BURLING WEALTH PARTNERS, LLC 21.37K $1.21M 0.18% New
MONETA GROUP INVESTMENT ADVISORS LLC 21.31K $1.20M 0.01% New
Berger Financial Group, Inc 21.29K $1.20M 0.07% New
Sun Financial Inc 20.71K $1.19M 0.56% New
Apollon Financial, LLC 21.03K $1.19M 0.15% New
TRITONPOINT WEALTH, LLC 20.88K $1.18M 0.12% New
AMERIFLEX GROUP, INC. 20.77K $1.17M 0.48% New
CPWA, LLC 20.64K $1.17M 1.35% New
Mendel Capital Management LLC 20.48K $1.16M 0.52% New
Citadel Advisors 20.45K $1.15M 0.00% Reduce
Platform Technology Partners 20.41K $1.15M 0.20% New
Frank, Rimerman Advisors LLC 20.36K $1.15M 0.07% New
Argyle Capital Partners, LLC 20.30K $1.15M 0.72% New
Cassaday & Co Wealth Management LLC 20.20K $1.14M 0.02% New
AFT, FORSYTH & COMPANY, INC. 20.19K $1.14M 0.55% New
Gladstone Institutional Advisory LLC 20.18K $1.14M 0.04% New
Capasso Planning Partners LLC 20.13K $1.14M 0.57% New
Blue Chip Partners, LLC 20.07K $1.13M 0.07% New
Pegasus Asset Management, Inc. 20.06K $1.13M 0.32% New
Teucrium Investment Advisors, LLC 20.11K $1.13M 1.00% New
Madison Wealth Partners, Inc 19.97K $1.13M 0.14% New
FSB PREMIER WEALTH MANAGEMENT, INC. 19.89K $1.12M 0.32% New
B & T Capital Management DBA Alpha Capital Management 19.89K $1.12M 0.15% New
OpenArc Corporate Advisory, LLC 19.81K $1.12M 0.01% New
Wealthcare Capital Partners, LLC 19.76K $1.12M 0.46% New
Bellwether Advisors, LLC 19.39K $1.10M 0.16% New
CERTIOR FINANCIAL GROUP, LLC 19.24K $1.09M 0.59% New
WINEBRENNER CAPITAL MANAGEMENT LLC 19.18K $1.08M 0.66% New
Westbourne Investment Advisors, Inc. 19.10K $1.08M 0.30% New
Maia Wealth LLC 18.98K $1.07M 0.16% New
Axis Wealth Partners, LLC 18.85K $1.06M 0.51% New
Syntegra Private Wealth Group, LLC 18.72K $1.06M 0.08% New
Allied Private Wealth LLC 18.69K $1.06M 0.68% New
Mission Financial Group, LLC 18.64K $1.05M 0.87% New
ERn Financial, LLC 18.45K $1.04M 0.17% New
MAINSAIL ASSET MANAGEMENT, LLC 18.42K $1.04M 0.41% New
Beckerman Institutional, LLC 18.34K $1.04M 0.49% New
First Heartland Consultants, Inc. 18.28K $1.03M 0.07% New
Soundwatch Capital LLC 18.00K $1.02M 0.11% New
Aviance Capital Partners, LLC 17.79K $1.00M 0.10% New
Strategic Family Wealth Counselors, L.L.C. 17.77K $1.00M 0.23% New
Millennium Capital Advisors, LLC 17.59K $993.73K 0.54% New
CGN Advisors LLC 17.58K $992.68K 0.07% New
Portfolio Strategies, Inc. 17.56K $991.56K 0.10% New
Greenwich Wealth Management LLC 17.52K $989.00K 0.04% New
XY Planning Network, Inc. 17.34K $979.51K 0.12% New
NBT BANK, N.A. 17.31K $977.56K 0.07% New
Stonebridge Financial Planning Group, LLC 17.14K $967.76K 0.31% New
SouthState Bank Corp 17.07K $964.11K 0.04% New
Private Wealth Partners, LLC 17.00K $960.25K 0.10% New
Park Place Capital Corp 16.79K $948.52K 0.16% New
Perennial Investment Advisors, LLC 16.73K $944.74K 0.07% New
IMA Advisory Services, Inc. 16.62K $938.53K 0.06% New
CARDIFF PARK ADVISORS, LLC 16.57K $936.10K 0.07% New
FORTERIS WEALTH MANAGEMENT INC. 16.46K $929.66K 0.76% New
BlackRock Inc 16.46K $929.60K 0.00% Reduce
Robertson Stephens Wealth Management, LLC 16.39K $925.44K 0.02% New
GILPIN WEALTH MANAGEMENT, LLC 16.38K $925.37K 0.64% New
BRASADA CAPITAL MANAGEMENT, LP 16.37K $924.80K 0.17% New
BLUEDOOR PRIVATE WEALTH, LLC 16.37K $924.52K 0.41% New
CHILTON INVESTMENT CO INC. 16.33K $922.15K 0.02% New
MRA Advisory Group 16.31K $921.35K 0.34% New
Tactive Advisors, LLC 16.28K $919.32K 0.23% New
Jupiter Wealth Management LLC 16.25K $917.80K 0.37% New
OMNI 360 Wealth, Inc. 16.23K $916.95K 0.42% New
IAM Advisory, LLC 16.23K $916.60K 0.18% New
WHITTIER TRUST CO OF NEVADA INC 16.11K $915.73K 0.02% New
Atlantic Private Wealth, LLC 16.21K $915.32K 0.56% New
Arrowroot Family Office, LLC 16.13K $911.05K 0.26% New
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 16.07K $907.80K 0.13% New
Keating Financial Advisory Services, Inc. 16.01K $904.13K 0.12% New
Alliance Wealth Advisors, LLC /UT 15.87K $896.17K 0.17% New
PRIVATE TRUST CO NA 15.73K $888.71K 0.07% New
Cascades Capital Asset Management, LLC 15.68K $885.73K 0.33% New
Encompass More Asset Management 15.61K $881.68K 0.14% New
PINCUS CAPITAL MANAGEMENT, LP 15.50K $875.44K 0.52% New
Tranquility Partners, LLC 15.45K $872.47K 0.30% New
Advyzon Investment Management, LLC 15.37K $867.91K 0.06% New
Marion Wealth Management 15.37K $867.87K 0.18% New
CATHY PARETO & ASSOCIATES, INC 15.34K $866.29K 0.51% New
ENDEAVOR PRIVATE WEALTH, INC. 15.23K $859.96K 0.21% New
Compound Planning, Inc. 15.21K $859.17K 0.03% New
Dana Investment Advisors, Inc. 15.19K $857.88K 0.02% New
Strategic Financial Concepts, LLC 15.15K $855.92K 0.26% New
BIP Wealth, LLC 15.15K $855.42K 0.02% New
COMPASS FINANCIAL MANAGEMENT LLC 14.94K $854.01K 0.13% New
Alliance Wealth Advisors, LLC 15.01K $847.95K 0.33% New
Balboa Wealth Partners 14.99K $846.41K 0.12% New
CORA CAPITAL ADVISORS LLC 14.85K $838.69K 0.23% New
Carnegie Lake Advisors LLC 14.79K $835.17K 0.31% New
Capstone Financial Advisors, Inc. 14.74K $832.44K 0.04% New
ELEVATUS WELATH MANAGEMENT 14.71K $830.98K 0.20% New
American Capital Advisory, LLC 14.68K $829.18K 0.30% New
Foster Victor Wealth Advisors, LLC 14.64K $828.41K 0.04% New
LIGHTHOUSE FINANCIAL SERVICES INC /ADV 14.63K $821.30K 0.17% New
HERBST GROUP, LLC 14.53K $820.56K 0.45% New
Coquina Private Wealth LLC 14.52K $820.17K 0.56% New
PCM Encore, LLC 14.43K $814.89K 0.14% New
KRAEMATON INVESTMENT ADVISORS, INC 14.42K $814.29K 0.61% New
Elmwood Wealth Management, Inc. 14.34K $809.86K 0.20% New
INDEPENDENT INVESTORS INC 14.25K $804.90K 0.15% New
Capital Advisors, Ltd. LLC 14.21K $803.00K 0.08% New
Pointe Capital Management LLC 14.17K $800.55K 0.36% New
Laraway Financial Advisors Inc 14.04K $793.12K 0.48% New
SOUTHERN CAPITAL SERVICES INC /ADV 14.04K $792.92K 0.45% New
Atlas Private Wealth Advisors 14.02K $791.79K 0.17% New
BCGM Wealth Management, LLC 13.87K $783.53K 0.17% New
Navis Wealth Advisors, LLC 13.80K $779.59K 0.30% New
SUSQUEHANNA INTERNATIONAL GROUP, LLP 13.80K $779.31K 0.00% New
Commonwealth Financial Services, LLC 13.74K $776.01K 0.10% New
White Knight Strategic Wealth Advisors, LLC 13.64K $770.56K 0.54% New
Empire Financial Management Company, LLC 13.63K $769.87K 0.30% New
RED CRANE WEALTH MANAGEMENT, LLC 13.61K $768.93K 0.57% New
SevenBridge Financial Group, LLC 13.35K $768.77K 0.11% New
MARIPAU WEALTH MANAGEMENT LLC 13.52K $763.24K 0.27% New
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 13.51K $762.81K 0.10% New
Cornerstone Wealth Group, LLC 13.49K $762.00K 0.06% New
Resolute Wealth Strategies, LLC 13.39K $756.54K 0.29% New
Pure Financial Advisors, LLC 13.39K $756.20K 0.01% New
Nelson Capital Management, LLC 13.38K $755.87K 0.08% New
Fidelity Management & Research (FMR) 13.35K $753.96K 0.00% Reduce
Menard Financial Group LLC 13.25K $748.26K 0.41% New
CRA Financial Services, LLC 13.20K $745.44K 0.09% New
Cascade Financial Partners, LLC 13.19K $745.03K 0.07% New
Integrated Wealth Management 13.17K $743.93K 0.79% New
FIDUCIARY TRUST CO 13.15K $742.83K 0.01% New
Accurate Wealth Management, LLC 13.06K $740.27K 0.07% New
Rose Capital Advisors LLC 13.10K $739.89K 0.40% New
Diversified Portfolios, Inc. 13.04K $736.25K 0.05% New
FLPUTNAM INVESTMENT MANAGEMENT CO 13.03K $736.07K 0.01% New
WASHINGTON TRUST Co 12.89K $728.08K 0.02% New
JUNCTURE WEALTH STRATEGIES, LLC 12.89K $728.03K 0.19% New
Triad Wealth Partners, LLC 12.68K $727.36K 0.04% New
Arcus Capital Partners, LLC 12.79K $722.43K 0.30% New
HB Wealth Management, LLC 12.78K $721.82K 0.00% New
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME 12.76K $720.57K 0.00% New
ATTICUS WEALTH MANAGEMENT, LLC 12.65K $714.71K 0.17% New
BROWN WEALTH MANAGEMENT, LLC 12.57K $709.95K 0.16% New
Lakeridge Wealth Management LLC 12.55K $709.07K 0.26% New
HERITAGE OAK WEALTH ADVISORS LLC 12.49K $705.61K 0.21% New
TopTier Wealth Management, LLC 12.49K $705.44K 0.43% New
FLORIDA FINANCIAL ADVISORS, LLC 12.41K $701.26K 0.12% New
Ascentis Wealth Management, LLC 658.53K $698.00K 0.11% New
BROWN BROTHERS HARRIMAN & CO 12.30K $694.53K 0.00% New
Stenger Family Office, LLC 12.28K $693.70K 0.12% New
Atlanta Consulting Group Advisors, LLC 12.22K $690.19K 0.11% New
Autumn Glory Partners, LLC 12.20K $688.83K 0.20% New
Fiduciary Group, LLC 12.18K $687.67K 0.05% New
Meridian Financial Partners LLC 12.07K $687.58K 0.23% New
Crumly & Associates Inc. 12.15K $686.51K 0.13% New
Cassady Wealth & Retirement Planning, LLC 12.11K $683.68K 0.32% New
Mission Hills Financial Advisory, LLC 11.99K $677.29K 0.30% New
Guided Capital Wealth Management, LLC 11.99K $676.97K 0.40% New
Fortune Financial Group, Inc. 11.96K $675.52K 0.62% New
Legacy Bridge, LLC 11.80K $666.43K 0.21% New
LVZ, Inc. 11.65K $657.88K 0.07% New
HM PAYSON & CO 11.52K $650.37K 0.01% New
Plus Group Wealth Advisors LLC 11.49K $648.78K 0.61% New
Colonial Trust Co / SC 11.44K $646.30K 0.08% New
Fortis Group Advisors, LLC 11.42K $644.78K 0.10% New
Provenance Wealth Advisors, LLC 11.41K $644.21K 0.06% New
Taylor & Morgan Wealth Management, LLC 11.39K $643.29K 0.32% New
CAPITAL ADVISORS INC/OK 11.38K $643.02K 0.01% New
Financial Gravity Companies, Inc. 11.37K $642.18K 0.11% New
Williams Jones Wealth Management, LLC. 11.35K $641.05K 0.01% New
Pine Valley Investments Ltd Liability Co 11.30K $638.11K 0.03% New
Keystone Wealth Services, LLC 11.30K $638.06K 0.12% New
Darden Wealth Group Inc 11.25K $635.28K 0.25% New
Financial Partners Group, Inc 11.25K $635.24K 0.06% New
NorthRock Partners, LLC 11.14K $629.28K 0.01% New
Lineweaver Wealth Advisors, LLC 11.12K $628.27K 0.07% New
Marshall Financial Group, LLC 11.12K $627.95K 0.09% New
KEYBANK NATIONAL ASSOCIATION/OH 11.05K $624.22K 0.00% New
Key FInancial Inc 11.05K $623.88K 0.10% New
Mainstream Capital Management LLC 10.97K $619.75K 0.37% New
Camelot Portfolios, LLC 10.81K $610.39K 0.44% New
Landmark Wealth Management, LLC 10.80K $609.84K 0.15% New
Venture Visionary Partners LLC 10.74K $606.91K 0.02% New
Rothschild Wealth LLC 10.73K $605.96K 0.05% New
Trust Co 10.70K $604.29K 0.06% New
Athena Wealth Management, LLC 10.65K $601.73K 0.45% New
Shum Financial Group, Inc. 10.65K $601.72K 0.36% New
Wellington Shields Capital Management, LLC 10.64K $600.70K 0.08% New
Putney Financial Group LLC 10.57K $597.11K 0.54% New
ZACKS INVESTMENT MANAGEMENT 10.52K $594.45K 0.00% New
ROSENBLUM SILVERMAN SUTTON S F INC /CA 10.50K $593.04K 0.14% New
WealthPlan Investment Management, LLC 10.45K $590.33K 0.03% New
AssuredPartners Investment Advisors, LLC 10.42K $588.76K 0.06% New
United Bank 10.42K $588.30K 0.18% New
PARK NATIONAL CORP /OH/ 10.32K $582.82K 0.02% New
Fortis Advisors, LLC 10.26K $579.27K 0.27% New
WESBANCO BANK INC 10.24K $578.64K 0.01% New
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 10.23K $577.54K 0.17% New
Texas Yale Capital Corp. 10.15K $573.27K 0.01% New
Mascagni Wealth Management, Inc. 10.09K $570.03K 0.35% New
Aventura Private Wealth, LLC 10.08K $569.54K 0.17% New
Mascoma Wealth Management LLC 10.04K $566.86K 0.10% New
Bryn Mawr Trust Advisors, LLC 10.01K $565.57K 0.03% New
Canvas Wealth Advisors, LLC 10.01K $565.14K 0.08% New
Latitude Advisors, LLC 9.98K $563.42K 0.23% New
Strong Retirement Solutions LLC 9.96K $562.49K 0.34% New
COLUMBIA ADVISORY PARTNERS LLC 9.90K $559.15K 0.31% New
Vickerman Investment Advisors, Inc. 9.88K $557.92K 0.11% New
Harbor Asset Planning, Inc. 9.86K $556.97K 0.42% New
Red Door Wealth Management, LLC 9.84K $555.76K 0.05% New
Cypress Wealth Services, LLC 9.82K $554.69K 0.08% New
TPG Advisors LLC 9.79K $553.25K 0.30% New
Advance Capital Management, Inc. 9.71K $548.12K 0.02% New
Riverbend Wealth Management, LLC 9.69K $547.04K 0.30% New
American Money Management, LLC 9.66K $545.65K 0.08% New
Accredited Investors Inc. 9.64K $544.47K 0.02% New
VestGen Advisors, LLC 9.64K $544.45K 0.02% New
Rockingstone Advisors LLC 9.60K $541.93K 0.22% New
MSH Capital Advisors LLC 9.56K $539.91K 0.09% New
Evolution Wealth Advisors, LLC 9.53K $538.42K 0.06% New
One Capital Management, LLC 9.46K $536.25K 0.01% New
Oakmont Advisory Group, LLC 9.45K $533.60K 0.45% New
Skyline Advisors, Inc. 9.43K $532.41K 0.17% New
Sovereign Investment Advisors, LLC 9.33K $526.79K 0.10% New
Formidable Asset Management, LLC 9.29K $526.50K 0.08% New
KKM Financial LLC 9.31K $525.94K 0.07% New
Argent Advisors, Inc. 9.27K $523.68K 0.13% New
Advisory Advocates, LLC 9.27K $523.57K 0.45% New
Gateway Wealth Partners, LLC 9.08K $512.80K 0.03% New
REBALANCE, LLC 9.03K $510.01K 0.03% New
Bright Futures Wealth Management, LLC. 8.99K $507.93K 0.33% New
PVG ASSET MANAGEMENT CORP 8.99K $507.57K 0.29% New
PlanVest Financial, Inc 8.93K $504.60K 0.34% New
STEINBERGANNA WEALTH MANAGEMENT 8.89K $502.22K 0.20% New
REGATTA CAPITAL GROUP, LLC 8.89K $502.16K 0.07% New
GAMMA Investing LLC 8.85K $499.62K 0.02% New
Almanack Investment Partners, LLC. 8.83K $498.89K 0.06% New
Glen Eagle Advisors, LLC 8.82K $498.20K 0.06% New
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 8.74K $493.56K 0.12% New
Grandview Asset Management LLC 8.72K $492.80K 0.12% New
Endowment Wealth Management, Inc. 8.71K $492.24K 0.19% New
Bull Harbor Capital LLC 8.71K $492.11K 0.10% New
Fiduciary Alliance LLC 8.71K $492.00K 0.03% New
Ethos Financial Group, LLC 8.64K $491.60K 0.04% New
FIDELIS CAPITAL PARTNERS, LLC 8.66K $488.95K 0.03% New
Crossmark Global Holdings, Inc. 8.62K $486.69K 0.01% New
Cornerstone Wealth Management, LLC 8.57K $483.95K 0.02% New
NVWM, LLC 8.53K $481.66K 0.10% New
Midwest Financial Group LLC 8.47K $478.55K 0.17% New
QP WEALTH MANAGEMENT, LLC 8.46K $477.76K 0.68% New
Harvest Investment Services, LLC 8.41K $475.26K 0.07% New
Odyssey Capital Advisors, Inc. 8.37K $472.99K 0.34% New
Castle Rock Wealth Management, LLC 8.39K $470.95K 0.09% New
Cherry Creek Investment Advisors, Inc. 8.31K $469.36K 0.18% New
49 WEALTH MANAGEMENT, LLC 8.28K $467.45K 0.09% New
ALONGSIDE, LLC 8.28K $467.45K 0.09% New
BRIGHTON JONES LLC 8.27K $467.12K 0.01% New
Comprehensive Financial Planning, Inc./PA 8.23K $464.58K 0.25% New
NWAM LLC 8.17K $461.34K 0.02% New
Main Street Financial Solutions, LLC 8.16K $460.81K 0.03% New
Stablepoint Partners, LLC 8.09K $457.06K 0.06% New
Detalus Advisors, LLC 8.09K $456.98K 0.09% New
DOVER ADVISORS, LLC 7.92K $456.61K 0.19% New
Private Wealth Asset Management, LLC 8.07K $456.08K 0.04% New
Stegent Equity Advisors, Inc. 8.07K $455.96K 0.33% New
Hurley Capital, LLC 8.06K $455.44K 0.24% New
Crescent Grove Advisors, LLC 8.04K $454.30K 0.04% New
Aurdan Capital Management, LLC 8.01K $452.29K 0.12% New
Carson Advisory Inc. 7.99K $451.39K 0.21% New
Realta Investment Advisors 7.97K $449.92K 0.14% New
SimpliFi, Inc. 7.96K $449.54K 0.18% New
American Financial Advisors, LLC 7.95K $449.21K 0.05% New
Oak Barrel Wealth Advisory LLC 7.93K $447.83K 0.20% New
Consilium Wealth Advisory, LLC 7.91K $446.81K 0.13% New
Sincerus Advisory, LLC 7.88K $444.80K 0.30% New
Essential Investment Partners LLC 7.85K $443.54K 0.36% New
Innovative Advisory Group, LLC 7.81K $441.26K 0.34% New
Archford Capital Strategies, LLC 7.77K $438.62K 0.04% New
Winch Advisory Services, LLC 7.76K $438.37K 0.09% New
J. L. Bainbridge & Co., Inc. 7.74K $437.10K 0.04% New
PEOPLES BANK /OH 7.73K $436.59K 0.22% New
Cape Investment Advisory, Inc. 7.72K $436.10K 0.12% New
Corps Capital Advisors, LLC 7.72K $435.97K 0.35% New
Fearless Solutions, LLC dba Best Invest 7.70K $434.59K 0.23% New
LAUREL OAK WEALTH MANAGEMENT, LLC 7.68K $433.82K 0.06% New
WealthSpring Partners, LLC 7.68K $433.54K 0.37% New
Bridgewealth Advisory Group, LLC 7.67K $433.34K 0.08% New
TAGStone Capital, Inc. 7.66K $432.49K 0.14% New
Selby Wealth Management, LLC 7.57K $427.75K 0.15% New
Wealth Advisory Solutions, LLC 7.55K $426.31K 0.09% New
Rolek Wealth Management LLC 7.54K $425.95K 0.24% New
Advisor Resource Council 7.50K $425.77K 0.17% New
BTG Pactual Asset Management US LLC 7.53K $425.24K 0.04% New
OARSMAN CAPITAL, INC. 7.50K $423.84K 0.04% New
PERSONAL CFO SOLUTIONS, LLC 7.46K $421.30K 0.06% New
Choate Investment Advisors 7.43K $419.93K 0.01% New
REICON WEALTH ADVISORS, LLC 7.37K $416.20K 0.43% New
Integrity Advisory Solutions, LLC 7.37K $416.03K 0.04% New
Johnson Financial Group, LLC 7.36K $415.52K 0.02% New
Jefferies Financial Group Inc. 7.33K $414.23K 0.01% New
Pinion Investment Advisors, LLC 7.33K $413.98K 0.08% New
Venturi Wealth Management, LLC 7.31K $412.82K 0.02% New
Acorn Wealth Advisors, LLC 7.31K $412.70K 0.10% New
JM2 Capital Inc. 7.30K $412.55K 0.28% New
WETZEL INVESTMENT ADVISORS, INC. 7.28K $410.89K 0.14% New
Qube Research & Technologies Ltd 7.27K $410.38K 0.00% New
ASHTON THOMAS SECURITIES, LLC 7.26K $410.33K 0.06% New
Lionsbridge Wealth Management LLC 7.26K $409.93K 0.40% New
Edgestream Partners, L.P. 7.26K $409.88K 0.01% New
Carlton Hofferkamp & Jenks Wealth Management, LLC 7.20K $408.05K 0.13% New
Activest Wealth Management 7.22K $407.73K 0.08% New
Vigil Wealth Management, LLC 7.20K $406.62K 0.29% New
EWA, LLC 7.20K $406.60K 0.07% New
Quadcap Wealth Management, LLC 7.18K $405.53K 0.04% New
Bison Wealth, LLC 7.14K $405.25K 0.04% New
HighPoint Advisor Group LLC 7.11K $401.53K 0.01% New
Sepio Capital, LP 7.11K $401.52K 0.02% New
CAPITAL CITY TRUST CO/FL 7.10K $401.23K 0.08% New
LEIGH BALDWIN & CO., LLC 7.10K $400.95K 0.22% New
Z3 Capital Partners, LLC 7.08K $399.60K 0.08% New
STOCK YARDS BANK & TRUST CO 7.07K $399.26K 0.01% New
Hixon Zuercher, LLC 7.05K $398.30K 0.12% New
Abel Hall, LLC 7.00K $395.36K 0.07% New
Mattern Wealth Management LLC 7.00K $395.36K 0.07% New
Optivise Advisory Services LLC 6.95K $392.40K 0.20% New
Columbia Asset Management 6.89K $389.37K 0.07% New
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 6.89K $388.98K 0.08% New
BEACON FINANCIAL PLANNING, INC 6.86K $387.52K 0.13% New
EPG Wealth Management LLC 6.83K $385.48K 0.09% New
Total Clarity Wealth Management, Inc. 6.79K $383.53K 0.08% New
Comprehensive Money Management Services LLC 6.79K $383.39K 0.24% New
McAdam, LLC 6.79K $383.29K 0.01% New
Alteri Wealth LLC 6.77K $382.41K 0.11% New
Tepp RIA, LLC 6.68K $377.28K 0.26% New
SIGNATUREFD, LLC 6.66K $375.85K 0.01% New
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 6.64K $374.96K 0.10% New
SENTINEL PENSION ADVISORS, LLC 6.62K $374.33K 0.05% New
Delta Investment Management, LLC 6.62K $373.92K 0.06% New
Baker Avenue Asset Management, LP 6.58K $371.86K 0.01% New
Wealth Management Partners, LLC 6.57K $370.89K 0.09% New
Hubbell Strickland Wealth Management, LLC 6.57K $370.76K 0.13% New
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 6.55K $370.23K 0.02% New
LIBERTY WEALTH MANAGEMENT LLC 6.53K $370.10K 0.05% New
Auour Investments LLC 6.52K $368.31K 0.11% New
Convergence Financial, LLC 6.50K $367.01K 0.03% New
XCELSIOR ADVISOR PARTNERS LLC 6.49K $366.44K 0.05% New
NavPoint Financial, Inc. 6.43K $363.25K 0.14% New
Johnson & White Wealth Management, LLC 6.42K $362.72K 0.14% New
Wills Financial Group LLC 6.42K $362.34K 0.13% New
ALEXANDER LABRUNERIE & CO., INC. 6.41K $362.04K 0.13% New
Nuveen, LLC 6.40K $361.42K 0.00% New
Global Financial Private Client, LLC 6.37K $359.83K 0.10% New
Balefire, LLC 6.36K $359.12K 0.06% New
JFS WEALTH ADVISORS, LLC 6.33K $357.82K 0.02% New
Synergy Financial Group, LTD 6.32K $356.67K 0.26% New
Solidarity Wealth, LLC 6.31K $356.33K 0.06% New
Cobblestone Asset Management LLC 6.31K $356.14K 0.15% New
GARRISON BRADFORD & ASSOCIATES INC 6.19K $356.10K 0.39% New
PATRICK M SWEENEY & ASSOCIATES, INC 6.28K $354.50K 0.20% New
Legacy Wealth Management, LLC / MS 6.27K $353.96K 0.09% New
Institute for Wealth Management, LLC. 6.24K $352.66K 0.03% New
Capital Asset Advisory Services LLC 6.20K $350.29K 0.01% New
Bogart Wealth, LLC 6.05K $341.47K 0.01% New
Capital Planning LLC 6.04K $341.14K 0.10% New
BAILARD, INC. 6.04K $340.91K 0.01% New
Gaddis Premier Wealth Advisors LLC 6.01K $339.50K 0.21% New
1900 WEALTH MANAGEMENT LLC 6.01K $339.22K 0.02% New
CRUX WEALTH ADVISORS 6.00K $339.16K 0.12% New
Level Wealth Management LLC 6.00K $339.16K 0.14% New
Welch Financial Planning, LLC 5.99K $338.03K 0.20% New
Cornell Pochily Investment Advisors, Inc. 5.96K $336.43K 0.09% New
WESPAC Advisors SoCal, LLC 5.95K $336.17K 0.06% New
ADAMSBROWN WEALTH CONSULTANTS LLC 5.91K $333.62K 0.06% New
WFA of San Diego, LLC 5.72K $331.46K 0.27% New
Bank of New Hampshire 5.86K $330.97K 0.07% New
LifeGoal Investments, LLC 5.86K $330.96K 0.15% New
Hilton Head Capital Partners, LLC 5.84K $330.07K 0.17% New
NORTHEAST PLANNING ASSOCIATES, INC. / NH / 6.33K $329.11K 0.25% New
Montz Harcus Wealth Management LLC 5.77K $325.81K 0.12% New
Royal Fund Management, LLC 5.76K $325.46K 0.03% New
South Shore Capital Advisors 5.72K $322.82K 0.22% New
Farmers & Merchants Trust Co of Long Beach 5.70K $321.94K 0.07% New
TFB Advisors LLC 5.70K $321.65K 0.14% New
PATRON PARTNERS, LLC 5.64K $318.83K 0.12% New
17 CAPITAL PARTNERS, LLC 5.63K $317.81K 0.15% New
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 5.62K $317.31K 0.04% New
Maridea Wealth Management LLC 5.61K $316.82K 0.04% New
Clear Point Advisors Inc. 5.58K $315.09K 0.28% New
NORTHBRIDGE FINANCIAL GROUP, LLC 5.57K $314.31K 0.12% New
WEALTHEDGE INVESTMENT ADVISORS, LLC 5.55K $313.46K 0.11% New
1620 INVESTMENT ADVISORS, INC. 5.52K $311.71K 0.19% New
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 5.52K $311.60K 0.05% New
LWM Advisory Services, LLC 5.51K $311.49K 0.56% New
Southland Equity Partners LLC 5.48K $309.75K 0.05% New
KELLY FINANCIAL GROUP LLC 5.45K $307.99K 0.07% New
FIRST NATIONAL TRUST CO 5.44K $307.02K 0.01% New
BOS Asset Management, LLC 5.41K $305.44K 0.07% New
Cypress Capital Group 5.40K $304.99K 0.03% New
Kuhn & Co Investment Counsel 5.40K $304.99K 0.18% New
LODESTAR PRIVATE ASSET MANAGEMENT LLC 5.39K $304.65K 0.03% New
Hutchens & Kramer Investment Management Group, LLC 5.35K $302.39K 0.08% New
SONATA CAPITAL GROUP INC 5.34K $301.57K 0.10% New
Equity Wealth Partners, LLC 5.33K $301.02K 0.11% New
Chris Bulman Inc 5.33K $300.97K 0.11% New
Stone House Investment Management, LLC 5.32K $300.19K 0.04% New
KWB Wealth 5.31K $300.05K 0.03% New
VIEWPOINT INVESTMENT PARTNERS CORP 5.30K $299.60K 0.10% New
Nautilus Advisors LLC 5.23K $296.97K 0.17% New
Forum Financial Management, LP 5.25K $296.42K 0.00% New
Entelevest, LLC 5.24K $295.71K 0.31% New
Premier Private Wealth Management LLC 5.22K $294.83K 0.26% New
SageView Advisory Group, LLC 5.22K $294.68K 0.01% New
Newman Dignan & Sheerar, Inc. 5.21K $294.45K 0.06% New
KLCM Advisors, Inc. 5.19K $293.19K 0.04% New
Connecticut Wealth Management, LLC 5.17K $291.96K 0.01% New
BCS Wealth Management 5.16K $291.55K 0.05% New
Tortoise Investment Management, LLC 5.14K $290.36K 0.02% New
NATIONAL BANK OF CANADA /FI/ 5.14K $290.14K 0.00% New
WALLER FINANCIAL PLANNING GROUP, INC 5.13K $290.02K 0.06% New
GATEWAY INVESTMENT ADVISERS LLC 5.13K $289.52K 0.00% New
JOHNSON INVESTMENT COUNSEL INC 5.11K $288.84K 0.00% New
AlTi Global, Inc. 5.08K $287.17K 0.01% New
FORTEM FINANCIAL GROUP, LLC 5.08K $287.03K 0.06% New
GDS Wealth Management 5.07K $286.30K 0.01% New
Capital Advantage, Inc. 5.05K $285.45K 0.04% New
Brookwood Investment Group LLC 5.03K $283.90K 0.04% New
Impact Partnership Wealth, LLC 5.02K $283.36K 0.03% New
Schonfeld Strategic Advisors LLC 5.00K $282.40K 0.00% New
Beck Bode, LLC 5.00K $282.17K 0.04% New
Transce3nd, LLC 4.95K $280.79K 3.99% New
Prota Financial, LLC 4.99K $280.00K 0.18% New
Rehmann Capital Advisory Group 4.96K $279.90K 0.01% New
Seelaus Asset Management LLC 4.94K $278.92K 0.20% New
Pinnacle Family Advisors, LLC 4.92K $277.81K 0.12% New
Key Client Fiduciary Advisors, LLC 4.92K $277.60K 0.09% New
DUDLEY CAPITAL MANAGEMENT, LLC 4.90K $276.75K 0.11% New
Curi Capital, LLC 4.89K $276.03K 0.01% New
ROMAN BUTLER FULLERTON & CO 4.85K $275.25K 0.07% New
Evercore Wealth Management, LLC 4.83K $273.02K 0.00% New
Rollins Financial Advisors, LLC 4.80K $271.27K 0.04% New
Hudock, Inc. 4.74K $267.87K 0.03% New
HRC WEALTH MANAGEMENT, LLC 4.72K $266.59K 0.11% New
RIVERCHASE WEALTH MANAGEMENT, LLC 4.70K $265.57K 0.12% New
Virtue Capital Management, LLC 4.66K $262.94K 0.04% New
Reliant Wealth Planning 4.63K $261.67K 0.07% New
Quad-Cities Investment Group, LLC 4.63K $261.53K 0.09% New
Everstar Asset Management, LLC 4.63K $261.28K 0.13% New
Redwood Family Wealth LLC 4.62K $260.97K 0.24% New
Composition Wealth, LLC 4.62K $260.86K 0.00% New
WESPAC Advisors, LLC 4.62K $260.82K 0.13% New
Welch Group, LLC 4.62K $260.64K 0.01% New
Fisher Asset Management, LLC 4.56K $257.69K 0.00% New
Physician Wealth Advisors, Inc. 4.56K $257.44K 0.03% New
NORTHLAND SECURITIES, INC. 4.52K $255.35K 0.15% New
Clearwave Capital, LLC 4.51K $254.54K 0.14% New
QTR Family Wealth, LLC 4.50K $254.16K 0.09% New
Cladis Investment Advisory, LLC 4.50K $253.88K 0.12% New
ANGELES WEALTH MANAGEMENT, LLC 4.47K $252.75K 0.01% New
Legacy Financial Strategies, LLC 4.47K $252.48K 0.04% New
Jacobi Capital Management LLC 4.46K $251.95K 0.01% New
Seascape Capital Management 4.45K $251.00K 0.06% New
Kaizen Financial Strategies 4.47K $250.90K 0.10% New
NAPLES GLOBAL ADVISORS, LLC 4.42K $249.92K 0.01% New
Meriwether Wealth & Planning, LLC 4.42K $249.47K 0.12% New
Rossby Financial, LCC 4.42K $249.40K 0.05% New
Atlatl Advisers LLC 4.41K $249.13K 0.06% New
SEEDS INVESTOR LLC 4.41K $249.13K 0.03% New
RITHOLTZ WEALTH MANAGEMENT 4.41K $248.81K 0.00% New
HENGEHOLD CAPITAL MANAGEMENT LLC 4.40K $248.64K 0.02% New
Keystone Financial Group 4.39K $248.03K 0.01% New
Dorsey & Whitney Trust CO LLC 4.38K $247.38K 0.01% New
Secure Asset Management, LLC 4.32K $243.96K 0.04% New
Pinnacle Wealth Management, LLC 4.31K $243.66K 0.15% New
Chatterton & Associates Inc. 4.30K $243.45K 0.14% New
SALEM INVESTMENT COUNSELORS INC 4.30K $242.98K 0.01% New
Burnham & Co LLC 4.30K $242.86K 0.20% New
Innovative Asset Advisors Group, LLC 4.30K $242.86K 0.11% New
Caitlin John, LLC 4.29K $242.29K 0.14% New
Penbrook Management LLC 4.22K $238.63K 0.15% New
Atlas Brown,Inc. 4.21K $238.08K 0.06% New
Smith Thornton Advisors LLC 4.17K $236.92K 0.10% New
WealthTrust Axiom LLC 4.19K $236.86K 0.05% New
GRIFFIN ASSET MANAGEMENT, INC. 4.18K $236.09K 0.03% New
Capital Wealth Alliance, LLC 4.18K $236.07K 0.11% New
Morey & Quinn Wealth Partners, LLC 4.15K $234.62K 0.15% New
Family Investment Center, Inc. 4.15K $234.45K 0.04% New
WEST BANCORPORATION INC 4.15K $234.39K 0.10% New
Cadent Capital Advisors, LLC 4.14K $234.02K 0.05% New
Compass Ion Advisors, LLC 4.13K $233.48K 0.02% New
Zullo Investment Group, Inc. 4.11K $232.30K 0.08% New
MPWM ADVISORY SOLUTIONS, LLC 4.09K $231.28K 0.11% New
J. Safra Sarasin Holding AG 4.08K $230.39K 0.00% New
OPTIMA CAPITAL LLC 4.05K $229.01K 0.09% New
TABLEAUX LLC 4.02K $227.28K 0.10% New
SJS Investment Consulting Inc. 4.01K $226.66K 0.03% New
Manchester Capital Management LLC 4.00K $225.92K 0.03% New
DONALDSON CAPITAL MANAGEMENT, LLC 3.98K $225.00K 0.01% New
Element Wealth, LLC 3.98K $224.93K 0.09% New
Great Lakes Retirement, Inc. 3.96K $223.73K 0.02% New
MBL Wealth, LLC 3.95K $223.32K 0.02% New
Bridgewater Advisors Inc. 3.89K $222.98K 0.01% New
OBSIDIAN CIO, LLC 3.94K $222.42K 0.17% New
Finivi Inc. 3.93K $221.97K 0.11% New
Plante Moran Financial Advisors, LLC 3.90K $220.27K 0.01% New
ARWA LLC 3.87K $220.27K 0.09% New
Boyer Financial Services, Inc. 3.88K $220.22K 0.19% New
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3.89K $219.82K 0.08% New
Nilsine Partners, LLC 3.87K $218.58K 0.02% New
Federation des caisses Desjardins du Quebec 3.87K $218.47K 0.00% New
NorthCoast Asset Management LLC 3.85K $217.44K 0.01% New
Hiley Hunt Wealth Management 3.84K $216.91K 0.09% New
BURNS J W & CO INC/NY 3.84K $216.88K 0.02% New
SP Asset Management LLC 3.81K $215.02K 0.02% New
Sherry Group, Inc. 3.80K $214.47K 0.21% New
Arbor Investment Advisors, LLC 3.80K $214.46K 0.02% New
KAVAR CAPITAL PARTNERS GROUP, LLC 3.79K $214.23K 0.03% New
Aspen Wealth Strategies, LLC 3.79K $214.03K 0.10% New
BNB Wealth Management, LLC 3.78K $213.49K 0.12% New
Financial Perspectives, Inc 3.78K $213.32K 0.05% New
Core Wealth Partners LLC 3.76K $212.22K 0.09% New
NATURAL INVESTMENTS, LLC 3.77K $212.00K 0.05% New
ECLECTIC ASSOCIATES INC /ADV 3.74K $211.01K 0.02% New
Roble, Belko & Company, Inc 3.72K $210.00K 0.02% New
RETIREMENT INCOME SOLUTIONS, INC 3.71K $210.00K 0.04% New
SLT Holdings LLC 3.71K $209.34K 0.13% New
REYL & Cie S.A. 3.64K $206.64K 0.24% New
BFSG, LLC 3.66K $206.55K 0.02% New
RPS ADVISORY SOLUTIONS LLC 3.65K $206.41K 0.14% New
RETIREMENT FINANCIAL SOLUTIONS, LLC 3.64K $205.50K 0.05% New
PGIM Custom Harvest LLC 3.62K $204.54K 0.00% New
Wilmington Savings Fund Society, FSB 3.62K $204.46K 0.01% New
Norris Financial Group, LLC 3.60K $203.33K 0.08% New
Westside Investment Management, Inc. 3.60K $203.33K 0.03% New
Strive Financial Group ,LLC 3.60K $203.15K 0.09% New
Atlas Wealth Partners, LLC 3.58K $202.48K 0.22% New
LEAVELL INVESTMENT MANAGEMENT, INC. 3.55K $200.45K 0.01% New
FORTRESS PRIVATE LEDGER, LLC 3.54K $200.11K 0.06% New
Advocate Investing Services LLC 3.51K $198.25K 0.15% New
Asset Dedication, LLC 3.48K $196.61K 0.01% New
Providence Capital Advisors, LLC 3.42K $193.28K 0.03% New
Luminist Capital LLC 3.30K $186.54K 0.21% New
North Star Investment Management Corp. 3.25K $183.56K 0.01% New
BARTLETT & CO. WEALTH MANAGEMENT LLC 3.00K $169.44K 0.00% New
CREATIVE FINANCIAL DESIGNS INC /ADV 2.96K $167.34K 0.01% New
ELEVATION WEALTH PARTNERS, LLC 2.84K $160.17K 0.05% New
Smithfield Trust Co 2.82K $159.00K 0.01% New
Pinnacle Wealth Planning Services, Inc. 2.81K $158.74K 0.01% New
Capital Advisor Network LLC 2.79K $157.35K 0.20% New
SSA SWISS ADVISORS AG 2.66K $150.18K 0.06% New
Canton Hathaway, LLC 2.60K $146.85K 0.03% New
Beaird Harris Wealth Management, LLC 2.59K $146.51K 0.01% New
Wellington Shields & Co., LLC 2.50K $141.20K 0.03% New
Corsicana & Co. 2.47K $139.51K 0.07% New
Alpine Bank Wealth Management 2.42K $136.79K 0.02% New
Ascentis Independent Advisors 2.41K $135.94K 0.37% New
Founders Financial Alliance, LLC 2.31K $130.66K 0.02% New
RICHARDS, MERRILL & PETERSON, INC. 2.26K $127.47K 0.04% New
Buck Wealth Strategies, LLC 2.25K $127.37K 0.01% New
Reyes Financial Architecture, Inc. 2.22K $125.50K 0.07% New
HAZLETT, BURT & WATSON, INC. 2.16K $122.00K 0.03% New
Independence Bank of Kentucky 2.16K $121.83K 0.01% New
RMG Wealth Management LLC 2.03K $117.18K 0.01% New
HOLLENCREST CAPITAL MANAGEMENT 2.06K $116.35K 0.01% New
Wellington Grp LLC 1.98K $112.23K 0.04% New
MATHER GROUP, LLC. 1.90K $107.43K 0.00% New
Pinnacle Bancorp, Inc. 1.90K $107.31K 0.03% New
Sage Mountain Advisors LLC 1.86K $104.83K 0.01% New
Chung Wu Investment Group, LLC 1.85K $104.49K 0.07% New
FARMERS & MERCHANTS INVESTMENTS INC 1.70K $96.02K 0.00% New
BAYBAN 1.64K $92.63K 0.07% New
Colonial Trust Advisors 1.62K $91.39K 0.01% New
Peck Wealth Management, LLC 1.61K $91.02K 0.08% New
3Chopt Investment Partners, LLC 1.58K $89.46K 0.02% New
Centerpoint Advisors, LLC 1.50K $85.00K 0.02% New
FINANCIAL CONSULATE, INC 1.39K $78.22K 0.01% New
Salomon & Ludwin, LLC 1.37K $76.78K 0.01% New
VALLEY NATIONAL ADVISERS INC 1.32K $74.50K 0.01% New
Dunhill Financial, LLC 1.27K $71.96K 0.01% New
Allspring Global Investments Holdings, LLC 1.23K $69.21K 0.00% New
BROWN, LISLE/CUMMINGS, INC. 1.18K $66.87K 0.01% New
Coastline Trust Co 1.15K $65.01K 0.01% New
Godfrey Financial Associates, Inc. 1.12K $63.26K 0.05% New
MONTAG A & ASSOCIATES INC 1.11K $62.58K 0.00% New
WOLFF WIESE MAGANA LLC 1.10K $62.13K 0.03% New
Rialto Wealth Management, LLC 1.08K $61.12K 0.01% New
HANTZ FINANCIAL SERVICES, INC. 1.07K $60.00K 0.00% New
VSM Wealth Advisory, LLC 1.03K $58.45K 0.02% New
Pacifica Partners Inc. 1.00K $56.71K 0.02% New
AMERICAN NATIONAL BANK & TRUST 1.00K $56.48K 0.01% New
Cetera Trust Company, N.A 1.00K $56.48K 0.03% New
Truvestments Capital LLC 996 $56.26K 0.01% New
MeadowBrook Investment Advisors LLC 990 $55.91K 0.04% New
Piscataqua Savings Bank 975 $55.06K 0.04% New
Arlington Trust Co LLC 946 $53.43K 0.01% New
CALDWELL SUTTER CAPITAL, INC. 943 $53.26K 0.02% New
Dynamic Wealth Strategies, LLC 898 $50.72K 0.03% New
YANKCOM Partnership 891 $50.33K 0.02% New
HHM Wealth Advisors, LLC 877 $49.53K 0.01% New
High Point Wealth Management, LLC 850 $48.01K 0.04% New
Millstone Evans Group, LLC 841 $47.50K 0.03% New
HALBERT HARGROVE GLOBAL ADVISORS, LLC 750 $42.36K 0.00% New
Holos Integrated Wealth LLC 701 $39.84K 0.02% New
Sunrise Financial Services, LLC 700 $39.54K 0.02% New
LANGLEY WEALTH MANAGEMENT, LLC 3.61K $37.97K 0.25% New
Glassman Wealth Services 650 $36.72K 0.00% New
Cordgrass Capital Advisors, LLC 623 $35.19K 0.01% New
Barnes Dennig Private Wealth Management LLC 615 $34.73K 0.03% New
Front Row Advisors LLC 555 $32.07K 0.01% New
RAFFA WEALTH MANAGEMENT, LLC 538 $30.39K 0.00% New
Monetary Solutions, Ltd 529 $29.88K 0.03% New
Financial Management Professionals, Inc. 525 $29.66K 0.00% New
DUNCKER STREETT & CO INC 514 $29.03K 0.01% New
EFG International AG 500 $28.24K 0.00% New
WPG Advisers, LLC 500 $28.24K 0.02% New
NBH Bank 483 $27.28K 0.01% New
GGM Financial LLC 483 $27.28K 0.01% New
Russell Investments Group, Ltd. 481 $27.17K 0.00% New
Avion Wealth 490 $27.00K 0.01% New
Game Plan Financial Advisors, LLC 450 $25.42K 0.01% New
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 439 $24.80K 0.00% New
Investors Portfolio Services LLC 438 $24.75K 0.02% New
GHP Investment Advisors, Inc. 421 $23.80K 0.00% New
Johnson Financial Group, Inc. 415 $23.44K 0.00% New
Abound Wealth Management 409 $23.09K 0.01% New
Cornerstone Financial Management LLC 400 $22.59K 0.02% New
MidFirst Bank 400 $22.59K 0.00% New
Quest 10 Wealth Builders, Inc. 400 $22.59K 0.02% New
Acumen Wealth Advisors, LLC 382 $21.58K 0.01% New
Global Trust Asset Management, LLC 375 $21.18K 0.01% New
MILLER WEALTH ADVISORS, LLC 324 $19.91K 0.01% New
Capital Investment Counsel, Inc 350 $19.77K 0.00% New
Highland Investment Advisors LLC 340 $19.20K 0.01% New
Dogwood Wealth Management LLC 338 $19.11K 0.01% New
Lodestone Wealth Management LLC 329 $18.58K 0.01% New
WHITTIER TRUST CO 326 $18.50K 0.00% New
Noble Wealth Management PBC 315 $17.79K 0.01% New
EVOLUTION WEALTH MANAGEMENT INC. 285 $16.10K 0.01% New
DHJJ Financial Advisors, Ltd. 280 $15.81K 0.01% New
SRH ADVISORS, LLC 280 $15.81K 0.00% New
Synergy Investment Management, LLC 279 $15.74K 0.00% New
Financial Network Wealth Advisors LLC 266 $15.02K 0.01% New
Crews Bank & Trust 248 $14.01K 0.00% New
Miller Global Investments, LLC 245 $13.84K 0.01% New
Napier Financial, LLC 228 $12.88K 0.00% New
ENTRUST FINANCIAL LLC 225 $12.71K 0.01% New
CHESAPEAKE ASSET MANAGEMENT LLC 205 $11.59K 0.01% New
Elevated Capital Advisors, LLC 204 $11.52K 0.00% New
MARK SHEPTOFF FINANCIAL PLANNING, LLC 200 $11.30K 0.01% New
Moisand Fitzgerald Tamayo, LLC 200 $11.30K 0.00% New
Rice Partnership, LLC 200 $11.30K 0.00% New
SYM FINANCIAL Corp 200 $11.30K 0.00% New
Jackson, Grant Investment Advisers, Inc. 196 $11.05K 0.00% New
BESSEMER GROUP INC 200 $11.00K 0.00% New
Principia Wealth Advisory, LLC 181 $10.22K 0.01% New
INVESTMENT COUNSEL CO OF NEVADA 172 $9.71K 0.02% New
Kingdom Financial Group LLC. 155 $8.77K 0.00% New
CHELSEA COUNSEL CO 151 $8.53K 0.00% New
Signature Resources Capital Management, LLC 150 $8.47K 0.00% New
Imprint Wealth LLC 139 $7.85K 0.03% New
Investors Research Corp 134 $7.57K 0.00% New
Strengthening Families & Communities, LLC 117 $6.61K 0.00% New
Horizon Investments, LLC 114 $6.35K 0.00% New
FIDUCIARY ADVISORS, INC. 112 $6.33K 0.00% New
Cornerstone Planning Group LLC 101 $5.72K 0.00% New
Aspect Partners, LLC 100 $5.65K 0.00% New
Strategic Investment Solutions, Inc. /IL 73 $5.32K 0.00% New
VIRTUS ADVISERS, LLC 92 $5.20K 0.00% New
Cedar Mountain Advisors, LLC 90 $5.08K 0.00% New
Coston, McIsaac & Partners 101 $5.00K 0.00% New
Anchor Bay Capital, Inc. 80 $4.59K 0.00% New
City State Bank 75 $4.24K 0.00% New
HORIZON FINANCIAL SERVICES, LLC 75 $4.24K 0.00% New
Coppell Advisory Solutions LLC 34.28K $3.97K 0.00% New
MCGUIRE CAPITAL ADVISORS INC 69 $3.90K 0.00% New
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 59 $3.35K 0.00% New
Go Invest LLC 56 $3.17K 0.00% New
Quaker Wealth Management, LLC 52 $2.94K 0.00% New
Tower Research Capital LLC (TRC) 46 $2.60K 0.00% New
LifeSteps Financial, Inc. 40 $2.26K 0.00% New
Guardian Partners Inc. 35 $1.98K 0.00% New
IAG Wealth Partners, LLC 32 $1.81K 0.00% New
BIRCHBROOK, INC. 29 $1.64K 0.00% New
Cypress Capital Management LLC (WY) 25 $1.41K 0.00% New
Mountain Hill Investment Partners Corp. 19 $1.05K 0.00% New
Frazier Financial Advisors, LLC 17 $961 0.00% New
Medallion Wealth Advisors, LLC 14 $791 0.00% New
Glass Jacobson Investment Advisors llc 11 $622 0.00% New
Park Square Financial Group, LLC 11 $621 0.01% New
Birchwood Financial Partners, Inc. 7 $407 0.00% New
MJT & Associates Financial Advisory Group, Inc. 2 $62 0.00% New
Beacon Capital Management, Inc. 1 $48 0.00% New
Measured Wealth Private Client Group, LLC 1 $30 0.00% New

Q1 2026 — 14 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley 47.49M $2.69B 0.17% Add
Bank of America Corp 31.00M $1.76B 0.13% Reduce
Wells Fargo & Co 16.36M $927.12M 0.18% Reduce
UBS Group AG 6.77M $383.70M 0.06% Reduce
BNY Mellon 2.05M $116.21M 0.02% Reduce
PNC Financial Services 1.93M $109.38M 0.06% Add
Franklin Resources 1.01M $57.11M 0.01% Add
Citadel Advisors 682.38K $38.68M 0.01% Reduce
Citigroup Inc 475.32K $26.94M 0.01% Add
Northern Trust Corp 92.72K $5.26M 0.00% Add
AQR Capital Management 58.07K $3.29M 0.00% Add
Fidelity Management & Research (FMR) 31.77K $1.80M 0.00% Add
BlackRock Inc 27.39K $1.55M 0.00% Reduce
Renaissance Technologies 9.84K $557.45K 0.00% Reduce

Q4 2025 — 15 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley 47.23M $2.70B 0.17% Add
Bank of America Corp 31.82M $1.82B 0.13% Reduce
Wells Fargo & Co 16.81M $962.38M 0.18% Reduce
UBS Group AG 7.18M $410.73M 0.07% Reduce
JPMorgan Chase & Co 5.73M $327.81M 0.04% Reduce
BNY Mellon 2.14M $122.22M 0.02% Add
PNC Financial Services 1.65M $94.50M 0.05% Add
Franklin Resources 997.65K $57.11M 0.01% Reduce
Citadel Advisors 723.59K $41.42M 0.01% Add
Citigroup Inc 419.40K $24.01M 0.01% Add
Renaissance Technologies 70.60K $4.04M 0.01% Add
AQR Capital Management 49.45K $2.83M 0.00% Add
BlackRock Inc 27.71K $1.59M 0.00% Reduce
Northern Trust Corp 21.29K $1.22M 0.00% Reduce
Fidelity Management & Research (FMR) 9.81K $561.51K 0.00% Add

Q3 2025 — 16 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley 46.97M $2.68B 0.17% Add
Bank of America Corp 32.95M $1.88B 0.13% Reduce
Wells Fargo & Co 16.98M $969.44M 0.19% Add
JPMorgan Chase & Co 8.22M $469.12M 0.06% Reduce
UBS Group AG 7.57M $432.16M 0.07% Reduce
BNY Mellon 1.99M $113.75M 0.02% Add
PNC Financial Services 1.46M $83.34M 0.05% Add
Franklin Resources 1.05M $60.02M 0.01% Reduce
Citadel Advisors 586.84K $33.51M 0.01% Reduce
Citigroup Inc 375.30K $21.43M 0.01% Add
AQR Capital Management 45.33K $2.59M 0.00% Reduce
BlackRock Inc 30.97K $1.77M 0.00% Reduce
Renaissance Technologies 27.40K $1.56M 0.00% New
Northern Trust Corp 23.02K $1.31M 0.00% Add
Goldman Sachs Group 10.30K $588.16K 0.00% New
Fidelity Management & Research (FMR) 703 $40.13K 0.00% Add

Q2 2025 — 5 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley 45.83M $2.61B 0.17% Add
JPMorgan Chase & Co 13.40M $762.05M 0.11% Reduce
Citadel Advisors 833.54K $47.39M 0.01% Add
BlackRock Inc 45.12K $2.57M 0.00% Add
Fidelity Management & Research (FMR) 255 $14.49K 0.00% Add

View all 1414 fund holders →

New Positions (Q3 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2026Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
Hamilton Capital, LLC 1.50M 1.46M — — — — —
First Financial Bank - Trust Division 754.76K 731.10K — — — — —
Cooper Financial Group 305.78K 362.11K — — — — —
Farther Finance Advisors, LLC 302.53K 203.62K — — — — —
Apella Capital, LLC 269.51K 366.54K — — — — —
EASTERN BANK 171.76K 170.66K — — — — —
Wealth Enhancement Trust Services, Inc. 113.14K — — — — — —
Stonebridge Financial Group, LLC 95.01K 114.88K — — — — —
PRIVATE CLIENT SERVICES, LLC 65.71K 73.19K — — — — —
Avidian Wealth Enterprises, LLC 52.63K 44.09K — — — — —
TITLEIST ASSET MANAGEMENT, LLC 50.88K 52.51K — — — — —
CoreCap Advisors, LLC 47.34K 45.16K — — — — —
Worth Asset Management, LLC 47.29K 40.25K — — — — —
Legacy Private Trust Co. 46.28K 46.51K — — — — —
TOMPKINS FINANCIAL CORP 45.13K 44.96K — — — — —
Whalen Wealth Management Inc. 39.41K 88.77K — — — — —
Galvin, Gaustad & Stein, LLC 37.11K 43.66K — — — — —
BOYUM WEALTH ARCHITECTS LLC 35.90K 36.23K — — — — —
First Heartland Consultants, Inc. 17.30K 18.28K — — — — —
WINEBRENNER CAPITAL MANAGEMENT LLC 17.20K 19.18K — — — — —

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