AppleAAPL

13F holders, Q1 2024 (March 31)
5,020holders
24famous investors
$172.55avg. 13F price*

At the end of Q1 2024, 5,020 institutions reported holding Apple Inc. (AAPL) in their 13F filings. The largest holders were Vanguard Group Inc. ($226.2B), BlackRock Inc. ($178.4B) and Berkshire Hathaway ($135.4B). 24 famous investors held it, including Duan Yongping (78.0% of H&H International Investment's portfolio), Warren Buffett (40.8% of Berkshire Hathaway's portfolio) and Li Lu (5.8% of Himalaya Capital Management's portfolio).

Company
Apple Inc.
Sector
Technology
CUSIP
037833100
Latest filing quarter
Q2 2026

History

Number of 13F holders

02,0004,0006,0008,000 Q1 2024: 5,020Q1 2024Q2 2024: 5,127Q2 2024Q3 2024: 5,100Q3 2024Q4 2024: 5,664Q4 2024Q1 2025: 5,605Q1 2025Q2 2025: 5,597Q2 2025Q3 2025: 5,612Q3 2025Q4 2025: 6,126Q4 2025Q1 2026: 6,128Q1 2026Q2 2026: 6,143Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions120$2.7B
Exits89$2.5B

Ownership 5,020 holders

Vanguard Group Inc. 4.48% Add +0.1% 1,318,859,614 $226.2B
BlackRock Inc. 4.17% Reduce -0.2% 1,040,523,406 $178.4B
Berkshire Hathaway 40.81% Reduce -12.8% 789,368,450 $135.4B
State Street Corp. 4.52% Add +0.4% 588,590,779 $100.9B
Geode Capital Management, LLC 4.87% Add +2.3% 307,720,852 $52.6B
FMR LLC 3.33% Reduce -3.6% 288,979,418 $49.6B
Morgan Stanley 3.06% Add +1.8% 221,959,262 $38.1B
T. Rowe Price Associates Inc. 4.35% Reduce -1.8% 206,971,786 $35.5B
Norges Bank 4.48% Reduce -6.0% 165,518,741 $28.4B
JPMorgan Chase & Co. 2.39% Add +13.5% 156,456,004 $26.8B
Northern Trust Corp. 4.57% Reduce -4.9% 154,171,342 $26.4B
Bank of America Corp. 2.05% Add +8.2% 121,110,057 $20.8B
Bank of New York Mellon Corp 3.77% Reduce -3.8% 114,350,709 $19.6B
Legal & General Group Plc 5.58% Reduce -1.8% 113,097,010 $19.4B
Bank of Montreal 5.06% Add +1.3% 31,969,661 $16.0B
Charles Schwab Investment Management Inc. 3.43% Add +2.0% 86,728,055 $14.9B
Nuveen Asset Management, LLC 3.92% Reduce -3.9% 76,883,713 $13.2B
Goldman Sachs Group Inc. 2.75% Reduce -8.3% 76,094,832 $13.0B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 4.60% Reduce -0.1% 75,030,346 $12.9B
Barclays PLC 5.56% Add +31.4% 71,700,213 $12.3B
H&H International Investment 78.01% Add +8.1% 64,583,093 $11.1B
Wellington Management Group LLP 1.82% Reduce -1.4% 59,810,120 $10.3B
Royal Bank of Canada 2.48% Reduce -5.7% 59,147,619 $10.1B
Wells Fargo & Company 2.65% Reduce -0.6% 58,469,229 $10.0B
Fisher Asset Management 4.48% Add +2.2% 55,883,815 $9.6B
Invesco Ltd. 1.99% Add +5.5% 53,900,593 $9.2B
UBS Group AG 2.86% Add +29.9% 50,612,391 $8.7B
Dimensional Fund Advisors LP 2.33% Add +7.8% 50,196,001 $8.6B
Ameriprise Financial Inc. 2.30% Add +2.5% 48,520,308 $8.3B
Swiss National Bank 5.29% Reduce -10.0% 43,989,768 $7.5B
Amundi 3.13% Reduce -2.1% 43,559,264 $7.3B
Deutsche Bank AG 3.25% Reduce -3.5% 40,798,373 $7.0B
HSBC Holdings PLC 4.96% Add +21.6% 40,636,754 $7.0B
California Public Employees Retirement System 4.57% Reduce -1.9% 37,902,798 $6.5B
Franklin Resources Inc. 2.05% Add +71.0% 37,244,050 $6.4B
Capital International Investors 1.29% Add +7.1% 37,146,325 $6.4B
Sumitomo Mitsui Trust Group, Inc. 4.30% Reduce -5.1% 36,498,256 $6.3B
American Century Companies Inc. 3.63% Reduce -2.0% 33,553,855 $5.8B
Capital Research Global Investors 1.23% Add +0.1% 31,777,292 $5.4B
Arrowstreet Capital, Limited Partnership 4.89% Add +6.8% 30,851,374 $5.3B
Jennison Associates LLC 3.38% Add +1.7% 29,515,371 $5.1B
Massachusetts Financial Services Co. 1.51% Add +0.7% 29,495,896 $5.1B
Janus Henderson Group PLC 2.74% Reduce -7.6% 29,260,964 $5.0B
Rhumbline Advisers 4.74% Reduce -0.8% 28,771,945 $4.9B
Alliancebernstein L.P. 1.66% Reduce -3.4% 27,374,150 $4.7B
State Farm Mutual Automobile Insurance Co. 3.97% Reduce -0.3% 25,717,494 $4.4B
National Pension Service 5.13% Add +1.6% 24,928,025 $4.3B
California State Teachers Retirement System 5.20% Reduce -3.9% 24,001,809 $4.1B
New York State Common Retirement Fund 4.78% Reduce -3.8% 21,117,505 $3.6B
Principal Financial Group Inc. 2.05% Reduce -1.3% 20,373,797 $3.5B
PNC Financial Services Group, Inc. 2.43% Reduce -1.7% 20,373,296 $3.5B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3.88% Reduce -2.4% 19,676,511 $3.4B
National Bank of Canada 5.77% Add +38.5% 18,238,143 $3.3B
Credit Suisse AG/ 3.19% Reduce -9.1% 19,381,637 $3.3B
Capital World Investors 0.54% Reduce -8.0% 19,036,071 $3.3B
Raymond James & Associates 2.15% Reduce -0.8% 18,466,523 $3.2B
Sanders Capital, LLC 5.18% Add +0.6% 18,101,492 $3.1B
Mitsubishi UFJ Asset Management Co., Ltd. 4.26% Add +16.9% 17,993,042 $3.1B
Swedbank AB 4.27% Add +30.2% 17,649,241 $3.0B
Nordea Investment Management AB 3.49% Add +2.5% 17,247,950 $3.0B
Manufacturers Life Insurance Company, The 2.75% Reduce -6.6% 17,199,296 $2.9B
Prudential Financial Inc. 4.15% Reduce -5.0% 17,186,342 $2.9B
Citigroup Inc. 3.19% Add +11.4% 17,140,791 $2.9B
Neuberger Berman Group LLC 2.33% Reduce -3.1% 16,441,717 $2.8B
LPL Financial LLC 1.51% Add +3.2% 16,427,715 $2.8B
State Board of Administration of Florida Retirement System 6.35% Add +5.4% 16,458,204 $2.7B
Fayez Sarofim & Co 8.06% Reduce -1.3% 15,775,466 $2.7B
Clearbridge Investments, LLC 2.13% Reduce -6.8% 15,641,251 $2.7B
Ensign Peak Advisors, Inc 4.80% Add +2.7% 15,320,873 $2.6B
TD Asset Management Inc 2.42% Reduce -23.0% 15,187,353 $2.6B
BNP Paribas Financial Markets 3.23% Add +118.3% 15,064,764 $2.6B
D. E. Shaw & Co. 3.51% Add +43.7% 14,825,326 $2.5B
New York State Teachers Retirement System 5.23% Reduce -3.5% 14,624,116 $2.5B
Adage Capital Partners Gp, L.L.C. 4.52% Add +2.3% 13,947,379 $2.4B
APG Asset Management N.V. 4.06% Reduce -5.7% 14,603,429 $2.3B
CANADA LIFE ASSURANCE Co 4.37% Reduce -1.1% 12,619,483 $2.2B
Mariner, LLC 4.47% Add +6.8% 12,611,039 $2.2B
Voya Investment Management LLC 2.36% Reduce -11.9% 12,244,443 $2.1B
Aberdeen Group plc 4.10% Reduce -0.9% 12,193,303 $2.1B
Commonwealth Equity Services, LLC 3.42% Reduce -0.2% 12,014,673 $2.1B
Bessemer Group Inc. 3.68% Reduce -6.5% 11,888,413 $2.0B
Corient Private Wealth LP 3.62% Reduce -7.1% 11,840,069 $2.0B
HighTower Advisors, LLC 3.21% Reduce -7.3% 11,538,850 $2.0B
Canada Pension Plan Investment Board 2.08% Add +158.3% 11,532,438 $2.0B
Mirae Asset Global Investments Co., Ltd. 4.29% Add +26.1% 12,106,274 $2.0B
Korea Investment CORP 4.92% Reduce -10.2% 11,312,792 $1.9B
Stifel Financial Corp. 2.21% Reduce 0.0% 11,307,225 $1.9B
US Bancorp \de 2.70% Reduce -2.0% 11,289,436 $1.9B
Schroder Investment Management Group 2.28% Reduce -2.4% 11,251,411 $1.9B
Victory Capital Management Inc. 1.89% Reduce -5.8% 11,094,310 $1.9B
Envestnet Asset Management Inc. 0.71% Add +11.4% 11,092,071 $1.9B
Bank of Nova Scotia 3.84% Reduce -15.3% 10,999,229 $1.9B
Robeco Institutional Asset Management B.V. 3.94% Add +12.3% 10,562,867 $1.8B
Toronto Dominion Bank 2.81% Add +3.0% 10,470,555 $1.8B
Royal London Asset Management Ltd. 4.47% Add +1.5% 10,453,867 $1.8B
CIBC Private Wealth Group LLC 3.38% Reduce -5.6% 10,161,364 $1.7B
DekaBank Deutsche Girozentrale 3.18% Add +6.9% 9,911,850 $1.7B
Chevy Chase Trust Holdings, LLC 5.56% Reduce -1.6% 9,911,559 $1.7B
Russell Investments Group, Ltd. 2.63% Add +5.6% 9,688,026 $1.7B
Baird Financial Group, Inc. 3.37% Add +0.2% 9,358,782 $1.6B
Los Angeles Capital Management LLC 5.44% Reduce -1.4% 9,284,655 $1.6B
Mitsubishi UFJ Trust & Banking Corp 3.65% Reduce -9.5% 9,293,222 $1.6B
Raymond James Financial Services Advisors, Inc. 2.35% Reduce -0.1% 9,236,438 $1.6B
Creative Planning 1.73% Add +1.8% 9,109,357 $1.6B
Allianz Asset Management GmbH 2.57% Reduce -2.6% 8,863,852 $1.5B
Susquehanna International Group, LLP 2.30% Add +37.1% 8,838,491 $1.5B
Healthcare of Ontario Pension Plan Trust Fund 5.32% Add +37.0% 8,794,645 $1.5B
Lazard Asset Management LLC 1.98% Add +161.2% 8,759,445 $1.5B
State of Wisconsin Investment Board 3.97% Reduce -3.5% 8,755,648 $1.5B
Danske Bank A/S 4.70% — 8,729,575 $1.5B
Pictet Asset Management Holding SA 1.61% Reduce -4.9% 8,614,868 $1.5B
AQR Capital Management 2.45% Add +4.2% 8,409,802 $1.4B
State of New Jersey Common Pension Fund D 4.34% Reduce -5.6% 8,376,913 $1.4B
ProShare Advisors LLC 3.82% Add +14.4% 8,372,233 $1.4B
T. Rowe Price Investment Management, Inc. 0.88% Reduce -3.2% 8,346,076 $1.4B
Macquarie Group Ltd. 1.62% Reduce -7.2% 8,377,380 $1.4B
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 3.78% Add +8.8% 8,295,144 $1.4B
Parnassus Investments, LLC 3.00% Reduce -1.0% 8,172,593 $1.4B
KBC Group NV 4.44% Add +21.9% 8,152,634 $1.4B
Assenagon Asset Management S.A. 3.53% Add +9.9% 7,760,289 $1.3B
AXA S.A. 4.01% Reduce -5.8% 7,750,775 $1.3B
Caisse de depot et placement du Quebec 3.17% Reduce -8.1% 7,674,240 $1.3B
Millennium Management 1.15% Add +31.1% 7,645,786 $1.3B
Storebrand Asset Management As 4.37% Reduce -5.7% 7,485,592 $1.3B
Circle Wealth Management, LLC 31.78% Add +0.1% 7,452,972 $1.3B
Public Employees Retirement Association of Colorado 5.48% Reduce -8.9% 7,399,750 $1.3B
Osaic Holdings, Inc. 2.83% Reduce -11.3% 7,398,309 $1.3B
FIL Ltd 1.26% Reduce -0.6% 7,395,498 $1.3B
Public Employees Retirement System of Ohio 4.93% Reduce -7.6% 7,348,012 $1.3B
Zurcher Kantonalbank (Zurich Cantonalbank) 4.39% Reduce -0.2% 7,305,472 $1.3B
Aviva PLC 4.17% Reduce -6.0% 7,181,389 $1.2B
Winslow Capital Management, LLC 4.63% Reduce -8.7% 7,164,736 $1.2B
First Manhattan Co. Llc. 3.84% Reduce -3.0% 6,903,242 $1.2B
Truist Financial Corp. 1.79% Reduce -2.4% 6,868,493 $1.2B
Jacobs Levy Equity Management, Inc. 5.25% Add +13.3% 6,848,069 $1.2B
Treasurer of the State of North Carolina 5.03% Reduce -0.1% 6,689,809 $1.1B
Two Sigma Advisers, LP 2.61% Add +4.2% 6,569,600 $1.1B
Cerity Partners LLC 2.95% Reduce -30.8% 6,526,624 $1.1B
Handelsbanken Fonder AB 4.65% Add +8.2% 6,305,643 $1.1B
Flossbach Von Storch SE 4.61% Add +28.0% 6,157,725 $1.1B
Fifth Third Bancorp 4.13% Reduce -0.4% 6,154,183 $1.1B
King Luther Capital Management Corp. 4.77% Reduce -1.9% 6,123,239 $1.1B
Blair William & Co. 3.28% Reduce -1.6% 6,097,120 $1.0B
SG Americas Securities, LLC 5.45% Add +710.7% 6,097,024 $1.0B
Cetera Investment Advisers 2.46% Add +261.3% 6,087,021 $1.0B
STRS Ohio 4.14% Reduce -3.4% 6,065,345 $1.0B
Mackenzie Financial Corp. 1.49% Add +4.1% 6,012,494 $1.0B
Asset Management One Co., Ltd. 3.91% Reduce -10.4% 5,919,477 $1.0B
Keybank National Association 4.14% Reduce -2.6% 5,842,399 $1.0B
Rockefeller Capital Management L.P. 2.91% Reduce -2.1% 5,821,365 $998.2M
State of Tennessee, Department of Treasury 3.66% Reduce -4.4% 5,770,885 $989.6M
Nomura Asset Management Co. Ltd. 3.54% Reduce -4.5% 5,674,036 $973.0M
Wealth Enhancement Advisory Services, LLC 2.48% Add +1.4% 5,584,390 $957.6M
Retirement Systems of Alabama 3.69% Reduce -2.9% 5,572,134 $955.5M
Marshall Wace, LLP 1.59% Add +23.9% 5,549,668 $951.7M
M&T Bank Corp 3.31% Reduce -3.8% 5,540,805 $950.1M
Skandinaviska Enskilda Banken AB (publ) 4.51% Reduce -4.1% 5,374,243 $921.2M
Panagora Asset Management Inc. 4.80% Reduce -12.9% 5,366,024 $920.2M
Sei Investments Co. 1.35% Add +3.9% 5,362,655 $919.6M
Natixis Advisors, LLC 2.09% Add +6.7% 5,290,492 $907.2M
ING Groep NV 5.92% Add +8.5% 5,036,906 $863.7M
Jane Street Group, LLC 1.10% Reduce -31.3% 4,933,646 $846.0M
Man Group plc 2.33% Add +10.0% 4,917,038 $843.2M
Bank Julius Baer & Co. Ltd, Zurich 3.22% Reduce -1.5% 4,903,531 $839.7M
Brown Advisory Inc. 1.12% Reduce -5.0% 4,892,893 $839.0M
AustralianSuper Pty Ltd 4.89% Add +165.6% 4,910,415 $834.9M
Resona Asset Management Co.,Ltd. 4.96% — 4,860,470 $833.5M
Captrust Financial Advisors 3.01% Reduce -9.1% 5,114,957 $818.6M
Thrivent Financial for Lutherans 1.61% Add +34.1% 4,648,001 $797.0M
Natixis 4.42% Add +139.5% 4,632,987 $794.5M
Janney Montgomery Scott LLC 2.36% Reduce -1.6% 4,630,586 $794.1M
Cambridge Investment Research Advisors, Inc. 3.00% Reduce -2.9% 4,540,680 $778.6M
GMO 2.83% Add +41.9% 4,537,056 $778.0M
Allspring Global Investments Holdings, LLC 1.21% Reduce -9.3% 4,502,739 $772.1M
Nisa Investment Advisors, LLC 5.00% Add +0.7% 4,488,519 $769.7M
Everett Harris & Co. 10.12% Reduce -1.4% 4,440,912 $761.5M
First Trust Advisors LP 0.77% Add +295.0% 4,400,218 $754.5M
Calamos Advisors LLC 5.39% Reduce -4.9% 4,395,794 $753.8M
Fred Alger Management, LLC 3.68% Reduce -12.5% 4,323,414 $741.4M
State of Michigan Retirement System 3.97% Reduce -2.8% 4,310,125 $739.1M
American International Group, Inc. 2.60% Reduce -1.9% 4,227,105 $724.9M
Arizona State Retirement System 5.00% Reduce -5.8% 4,215,190 $722.8M
Performance Wealth Partners, LLC 29.48% Add +0.1% 4,096,340 $702.4M
Comerica Bank 2.99% Reduce -1.4% 4,041,190 $693.0M
Glenmede Trust Co. NA 3.46% Add +0.6% 4,028,271 $690.8M
MetLife Investment Management, LLC 4.61% Reduce -3.8% 4,003,334 $686.5M
Commerce Bank 4.52% Reduce -3.3% 3,982,382 $682.9M
Rafferty Asset Management, LLC 2.53% Add +7.4% 3,962,021 $679.4M
Forsta Ap-Fonden 5.68% Add +2.4% 3,910,700 $670.6M
Jensen Investment Management Inc. 5.11% Reduce -0.4% 3,899,621 $668.7M
UniSuper Management Pty Ltd 6.38% Add +2.6% 3,889,914 $667.0M
Viking Global Investors 2.47% New 3,870,990 $663.8M
Menora Mivtachim Holdings LTD. 4.90% Reduce -8.6% 3,803,897 $652.3M
Candriam S.C.A. 4.18% Add +8.4% 3,774,731 $647.3M
Qube Research & Technologies Ltd 1.16% Add +7.3% 3,745,804 $642.3M
DNB Asset Management AS 3.25% Reduce -15.5% 3,638,780 $624.0M
CIBC Asset Management Inc 2.17% Add +1.4% 3,634,445 $623.2M
Wolverine Trading, LLC 6.24% Add +46.8% 3,577,978 $613.6M
Xponance LLC 6.31% Add +1.0% 3,510,089 $601.9M
Teacher Retirement System of Texas 3.76% Reduce -7.6% 3,436,650 $589.3M
Northwestern Mutual Wealth Management Co. 0.60% Reduce -0.7% 3,382,829 $580.1M
Cibc World Market Inc. 1.46% Reduce -3.6% 3,321,594 $569.6M
AMF Tjanstepension AB 4.29% Reduce -7.0% 3,299,764 $565.9M
Scotia Capital Inc. 3.35% Add +3.0% 3,285,453 $563.4M
Westfield Capital Management Co. LP 2.91% Add +29.9% 3,237,247 $555.1M
Cincinnati Financial Corp. 12.21% No change 3,235,016 $554.7M
Pinebridge Investments, L.P. 4.36% Add +0.6% 3,194,034 $547.7M
Acadian Asset Management LLC 1.91% Reduce -33.9% 3,190,062 $547.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 3.74% Reduce -0.5% 3,186,547 $546.4M
Squarepoint Ops LLC 2.27% Add +6.5% 3,176,055 $544.6M
Connor, Clark & Lunn Investment Management Ltd. 2.34% Add +3.2% 3,170,810 $543.7M
SpiderRock Advisors, LLC 17.62% — 3,128,366 $543.5M
Amalgamated Bank 4.63% Reduce -13.4% 3,155,519 $541.1M
Fort Washington Investment Advisors Inc. 3.46% Reduce -1.6% 3,133,131 $537.3M
London Co. of Virginia 2.82% Reduce -15.1% 3,126,201 $536.1M
Rathbones Group PLC 3.05% Reduce -0.2% 3,077,046 $527.7M
Intech Investment Management LLC 7.26% Add +6.1% 3,006,203 $515.5M
Texas Permanent School Fund Corp. 4.06% Reduce -0.6% 3,000,456 $514.5M
Mn Services Vermogensbeheer B.V. 3.73% Add +243.9% 2,995,292 $513.6M
Gateway Investment Advisers LLC 5.85% Reduce -7.8% 2,994,950 $513.6M
IFM Investors Pty Ltd 5.57% Reduce -5.8% 2,979,048 $510.8M
Pathstone Holdings, LLC 2.39% Reduce -3.5% 2,958,701 $507.4M
Cardano Risk Management B.V. 15.40% Reduce -3.3% 2,894,327 $496.3M
Cresset Asset Management, LLC 2.37% Add +11.5% 2,833,142 $485.8M
Citadel Advisors 0.48% Add +35.9% 2,830,920 $485.4M
Zurich Insurance Group Ltd 4.41% Reduce -12.2% 2,816,365 $483.0M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 5.77% No change 2,800,000 $480.1M
USS Investment Management Ltd 3.92% Add +1.6% 2,770,518 $475.1M
1832 Asset Management L.P. 0.86% Reduce -40.4% 2,755,570 $472.5M
B. Metzler seel. Sohn & Co. AG 5.21% Add +14.3% 2,710,801 $472.2M
Varma Mutual Pension Insurance Co 4.05% New 2,726,753 $467.6M
Tredje AP-fonden 4.73% Reduce -0.2% 2,659,325 $456.0M
Federated Hermes, Inc. 1.03% Add +8.8% 2,603,049 $446.4M
Daiwa Securities Group Inc. 2.56% Add +28.0% 2,601,162 $446.0M
Cibc World Markets Corp. 2.90% Reduce -53.3% 2,576,627 $441.8M
Hudson Bay Capital Management LP 4.43% Add +48.4% 2,575,000 $441.6M
Czech National Bank 5.65% Reduce -0.3% 2,554,069 $438.0M
Lido Advisors, LLC 3.93% Add +0.1% 2,545,439 $436.5M
Utah Retirement Systems 5.08% Reduce -1.1% 2,531,939 $434.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 4.79% Reduce -4.3% 2,524,669 $432.9M
Capitolis Liquid Global Markets LLC 6.86% Add +328.4% 2,493,127 $427.5M
Haverford Trust Co 4.45% Reduce -0.8% 2,485,145 $426.2M
Kestra Advisory Services, LLC 2.84% Add +9.8% 2,464,000 $422.5M
Nissay Asset Management Corp. /Japan 2.89% Reduce -2.3% 2,434,690 $417.5M
AEGON ASSET MANAGEMENT UK Plc 6.24% Reduce -16.7% 2,425,244 $415.9M
Ninety One UK Ltd 1.16% Reduce -11.7% 2,409,576 $413.2M
Huntington National Bank 4.42% Reduce -0.6% 2,390,939 $410.0M
Mediolanum International Funds Ltd 6.60% — 2,344,974 $406.4M
Sarasin & Partners LLP 3.94% Add +86.4% 2,330,602 $399.7M
Jupiter Asset Management Ltd. 3.78% Add +30.4% 2,297,008 $393.9M
Public Sector Pension Investment Board 2.85% Reduce -11.8% 2,291,799 $393.0M
CI Investments Inc. 1.50% Reduce -0.4% 2,197,085 $376.8M
Saturna Capital Corp. 5.20% Reduce -0.5% 2,195,775 $376.5M
New York Life Investment Management LLC 3.73% Reduce -3.9% 2,186,947 $375.0M
Guggenheim Capital LLC 2.64% Reduce -3.3% 2,170,261 $372.2M
Williams Jones Wealth Management, LLC. 4.73% Reduce -0.8% 2,164,975 $371.2M
Voloridge Investment Management, LLC 1.34% Reduce -21.4% 2,132,269 $365.6M
Boston Trust Walden Corp 2.60% Reduce -3.4% 2,125,925 $364.6M
Private Advisor Group, LLC 2.60% Reduce -1.4% 2,108,996 $361.7M
Yarbrough Capital, LLC 15.73% No change 2,108,540 $361.6M
MML Investors Services, LLC 1.48% Add +3.3% 2,099,919 $360.1M
Swiss Life Asset Management Ltd 5.00% Reduce -20.2% 2,095,762 $359.4M
Clear Street LLC 12.31% Add +736.0% 2,090,000 $358.4M
Assetmark, Inc. 1.15% Add +13.1% 2,065,830 $354.2M
Employees Retirement System of Texas 3.79% No change 2,018,000 $346.0M
NewEdge Advisors, LLC 3.00% Add +0.7% 2,006,413 $344.1M
Cullen/Frost Bankers, Inc. 5.06% Reduce -4.0% 1,991,460 $341.5M
Steward Partners Investment Advisory, LLC 3.76% Add +1.7% 1,990,388 $341.3M
State of Alaska, Department of Revenue 3.88% Reduce -0.5% 1,988,286 $340.9M
Johnson Investment Counsel Inc. 3.66% Reduce -0.5% 1,963,893 $336.8M
Beacon Pointe Advisors, LLC 3.75% Reduce -5.2% 1,961,696 $336.4M
Mutual of America Capital Management LLC 3.61% Reduce -2.5% 1,958,491 $335.8M
Cwm, LLC 1.63% Add +3.3% 1,954,296 $335.1M
Empower Advisory Group, LLC 1.25% Reduce -0.2% 1,949,008 $334.2M
QRG Capital Management, Inc. 4.22% Add +4.2% 1,937,568 $332.3M
Altshuler Shaham Ltd 13.12% Add +77.5% 1,934,543 $331.7M
Factory Mutual Insurance Co. 3.78% Reduce -3.4% 1,920,429 $329.3M
Yousif Capital Management, LLC 3.63% Reduce -2.6% 1,910,954 $327.7M
Teachers Retirement System of the State of Kentucky 2.93% Reduce -6.8% 1,909,769 $327.5M
Banco Bilbao Vizcaya Argentaria, S.A. 3.74% Add +3.6% 1,903,396 $326.5M
Primecap Management Co. 0.24% Reduce -1.8% 1,890,800 $324.2M
Focus Partners Wealth 2.59% Add +76.5% 1,861,768 $319.3M
Bridgewater Associates 1.60% Add +166009.5% 1,842,154 $315.9M
Bartlett & Co. Wealth Management LLC 4.85% Reduce -3.9% 1,839,592 $315.5M
Tiaa Trust, National Association 0.96% Add +1.4% 1,835,403 $314.7M
EP Wealth Advisors, LLC 3.67% Add +2.6% 1,832,875 $314.3M
Evercore Wealth Management, LLC 4.86% Reduce -3.0% 1,806,901 $309.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 3.84% Reduce -0.3% 1,801,411 $308.9M
Welch & Forbes LLC 4.20% Add +0.2% 1,785,476 $306.2M
Worldquant Millennium Advisors LLC 3.74% Add +23.6% 1,766,414 $302.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 2.09% Reduce -2.1% 1,761,574 $302.1M
United Capital Financial Advisors, LLC 2.46% Reduce -3.4% 1,739,493 $298.3M
MAI Capital Management 3.09% Add +16.1% 1,730,628 $296.8M
SVB Wealth LLC 6.45% Add +68.5% 1,687,270 $289.3M
HM Payson & Co. 5.33% Reduce -3.2% 1,673,793 $287.0M
Capital Wealth Planning, LLC 3.05% Add +3199.9% 1,666,108 $285.7M
Regions Financial Corp. 2.16% Reduce -2.4% 1,661,738 $285.0M
TD Waterhouse Canada Inc. 2.13% New 1,494,394 $284.4M
Whittier Trust Co. 4.14% Reduce -0.3% 1,654,758 $283.8M
Achmea Investment Management B.V. 5.39% Reduce -0.5% 1,650,757 $283.1M
Fiduciary Trust Co 4.26% Reduce -2.5% 1,618,492 $277.5M
Ieq Capital, LLC 3.96% Add +4.5% 1,605,447 $275.3M
Fundsmith 1.07% Add +19.7% 1,597,544 $273.9M
Peapack Gladstone Financial Corp. 4.25% Reduce -1.4% 1,584,495 $271.7M
Investment Management Corp of Ontario 7.91% Reduce -17.3% 1,551,905 $266.1M
Vontobel Holding Ltd. 2.12% Add +6.3% 1,546,635 $265.2M
Skye Global Management LP 6.25% Add +595.7% 1,534,000 $263.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 2.57% Reduce -1.0% 1,560,618 $258.8M
Magellan Asset Management Ltd 2.45% Add +15.8% 1,496,149 $256.6M
RJA Asset Management LLC 86.43% Reduce -5.5% 1,485,179 $254.7M
D.A. Davidson & Co. 2.28% Reduce -0.3% 1,476,438 $253.2M
Crestwood Advisors Group, LLC 5.45% Reduce -2.0% 1,455,616 $249.6M
Greenbrier Partners Capital Management, LLC 22.73% Reduce -0.5% 1,435,993 $246.2M
Ferguson Wellman Capital Management, Inc. 5.01% Reduce -4.2% 1,433,397 $245.8M
UMB Bank, n.a. 3.87% Reduce -0.2% 1,425,024 $244.4M
Prio Wealth Limited Partnership 7.03% Add +3.6% 1,418,493 $243.2M
Connectus Wealth, LLC 6.61% Add +7.2% 1,650,790 $243.0M
Congress Asset Management Co. 1.73% Add +2.7% 1,416,638 $242.9M
Pacer Advisors, Inc. 0.58% Add +10.2% 1,413,985 $242.5M
CENTRAL TRUST Co 6.04% Reduce -1.4% 1,413,940 $242.5M
Vanguard Personalized Indexing Management, LLC 5.20% Add +5.6% 1,412,131 $242.2M
Polar Capital Holdings Plc 1.26% Reduce -51.6% 1,393,713 $239.0M
Financial Counselors Inc. 4.02% Reduce -4.9% 1,390,545 $238.5M
Federation des caisses Desjardins du Quebec 1.70% Add +27.6% 1,358,778 $235.7M
Atria Wealth Solutions, Inc. 2.63% Reduce -0.6% 1,357,978 $232.9M
Atalanta Sosnoff Capital, LLC 5.37% Reduce -2.3% 1,355,542 $232.4M
Zacks Investment Management 2.47% Reduce -3.4% 1,349,097 $231.3M
Elo Mutual Pension Insurance Co 5.40% Reduce -1.7% 1,342,143 $230.2M
Border to Coast Pensions Partnership Ltd 5.10% No change 1,331,659 $228.2M
Pinnacle Associates Ltd. 3.58% Reduce -1.0% 1,324,689 $227.2M
Erste Asset Management GmbH 3.08% Add +17.1% 1,311,202 $226.5M
Louisiana State Employees Retirement System 4.38% Reduce -3.6% 1,313,700 $225.3M
Shelton Capital Management 6.44% Add +2.9% 1,312,762 $225.1M
iA Global Asset Management Inc. 4.58% Add +14.8% 1,304,515 $223.7M
BI Asset Management Fondsmaeglerselskab A/S 4.21% Add +22.0% 1,302,466 $223.3M
AE Wealth Management LLC 2.51% Reduce -58.6% 1,297,316 $222.5M
Two Sigma Investments, LP 0.56% Reduce -6.7% 1,288,697 $221.0M
Prudential PLC 1.77% Add +63.3% 1,255,530 $215.3M
Epoch Investment Partners, Inc. 0.96% Reduce -57.2% 1,254,597 $215.1M
Sequoia Financial Advisors, LLC 2.67% Reduce -1.0% 1,249,972 $214.3M
Sapient Capital LLC 4.75% Reduce -0.2% 1,249,904 $214.3M
Credit Agricole S A 3.65% Add +16.8% 1,277,170 $213.3M
Gulf International Bank (UK) Ltd 5.37% Reduce -4.4% 1,243,268 $213.2M
Oregon Public Employees Retirement Fund 4.23% Reduce -0.5% 1,241,054 $212.8M
Capital Group Private Client Services, Inc. 2.16% Reduce -17.2% 1,235,511 $211.9M
Independent Investors Inc. 50.43% Reduce -1.2% 1,229,789 $210.9M
Markel Group 2.08% Add +0.1% 1,227,190 $210.4M
Brown Brothers Harriman & Co. 1.62% Add +1.5% 1,226,731 $210.4M
Clark Capital Management Group, Inc. 1.56% Add +9.6% 1,219,995 $209.2M
LGT Group Foundation 4.91% Reduce -18.1% 1,212,244 $207.9M
Perigon Wealth Management, LLC 6.22% Reduce -7.9% 1,195,457 $205.0M
E. Ohman J:or Asset Management AB 5.17% Add +16.9% 1,182,642 $202.8M
Employees Provident Fund Board 3.54% Add +15.9% 1,178,314 $202.1M
Wealthfront Advisers LLC 0.71% Reduce -3.7% 1,175,125 $201.5M
Bradley Foster & Sargent Inc. 3.61% Reduce -3.0% 1,166,611 $200.1M
O'shaughnessy Asset Management, LLC 2.19% Add +8.4% 1,154,899 $198.0M
Quantinno Capital Management LP 4.30% Add +43.6% 1,153,070 $197.7M
Bristol John W & Co. Inc. 3.36% Add +33.5% 1,151,846 $197.5M
Mesirow Financial Investment Management, Inc. 4.41% Add +0.3% 1,129,890 $193.8M
Oppenheimer & Co. Inc. 3.22% Reduce -3.7% 1,129,473 $193.7M
Maryland State Retirement & Pension System 3.82% Reduce -0.5% 1,140,265 $191.8M
DAVENPORT & Co LLC 1.19% Reduce -0.6% 1,110,569 $190.5M
Fishman Jay A Ltd. 20.94% Reduce -1.4% 1,105,382 $189.6M
Kentucky Retirement Systems 5.65% Reduce -5.8% 1,102,340 $189.0M
Davis R M Inc. 3.92% Add +1.3% 1,092,878 $187.4M
Montrusco Bolton Investments Inc. 1.99% Reduce -9.4% 1,092,503 $187.3M
Elevation Point Wealth Partners, LLC 14.15% Add +5.9% 1,077,095 $184.5M
NorthCoast Asset Management LLC 2.34% Add +23.6% 1,069,519 $183.4M
Hollencrest Capital Management 8.40% Add +567.9% 1,069,412 $183.4M
Pinnacle Financial Partners Inc 3.92% Add +0.6% 1,057,088 $181.3M
HB Wealth Management, LLC 2.27% Add +13.5% 1,049,496 $180.0M
Glenview Trust Co 3.85% Reduce -0.7% 1,045,779 $179.3M
Whittier Trust Co. of Nevada Inc. 5.13% Add +1.6% 1,042,692 $178.8M
Wedbush Securities Inc. 6.66% Add +2.7% 1,039,400 $178.2M
Groupama Asset Managment 3.26% Reduce -29.3% 838,234 $177.7M
InterOcean Capital Group, LLC 4.23% Add +4.6% 1,033,502 $177.2M
Stonegate Investment Group, LLC 5.53% Add +0.8% 1,026,739 $176.1M
Advisors Capital Management, LLC 3.22% Add +4.2% 1,024,484 $175.7M
Quilter Plc 4.15% New 1,023,413 $175.5M
Stratos Wealth Partners, LTD. 2.94% Add +2.2% 1,022,335 $175.3M
Silvant Capital Management LLC 8.37% Reduce -5.0% 1,022,144 $175.3M
APG Asset Management US Inc. 1.01% Add +31.7% 1,030,492 $175.2M
Freedom Together Foundation 19.12% Reduce -12.2% 1,021,737 $175.2M
Busey Bank 6.19% Add +0.6% 1,017,897 $174.5M
Salem Investment Counselors Inc. 5.72% Reduce -0.2% 1,015,952 $174.2M
Ethic Inc. 4.40% Add +5.3% 1,015,842 $174.2M
Tower Research Capital LLC (TRC) 4.18% Reduce -55.1% 1,013,353 $173.8M
Illinois Municipal Retirement Fund 2.65% Add +7.9% 1,010,341 $173.3M
Windward Capital Management Co. 14.38% Reduce -1.1% 1,004,524 $172.3M
Danica Pension, Livsforsikringsaktieselskab 3.83% — 1,002,836 $172.0M
HighPoint Advisor Group LLC 12.07% Add +0.7% 917,656 $170.9M
PGGM Investments 2.47% Add +13.8% 991,643 $170.0M
Kestra Private Wealth Services, LLC 3.79% Reduce -1.0% 978,146 $167.7M
Banco Santander, S.A. 2.02% Add +0.9% 975,134 $167.2M
NewEdge Wealth, LLC 3.73% Add +18.8% 961,033 $166.3M
Synovus Financial Corp. 2.16% Add +1.0% 968,052 $166.0M
Capital Fund Management S.A. 2.03% Reduce -0.1% 967,997 $166.0M
Prime Capital Investment Advisors, LLC 2.32% Add +0.9% 967,473 $165.9M
Rokos Capital Management LLP 4.30% Reduce -33.2% 961,403 $164.9M
Mairs & Power Inc. 1.59% Add +63.4% 955,549 $163.9M
Aristotle Atlantic Partners, LLC 5.33% Reduce -12.7% 952,703 $163.4M
KCM Investment Advisors LLC 6.05% Reduce -0.1% 949,141 $162.8M
Allworth Financial LP 1.14% Add +14.7% 940,927 $161.4M
Hartford Investment Management Co. 5.68% Reduce -4.8% 937,839 $160.8M
Bokf, NA 2.91% Add +2.2% 939,572 $159.8M
Integrated Wealth Concepts LLC 2.30% Add +1.9% 925,302 $158.7M
Harding Loevner LP 0.97% Reduce -19.8% 919,490 $157.7M
Abn Amro Investment Solutions 2.73% Reduce -7.2% 917,179 $157.3M
Independent Advisor Alliance 5.65% Reduce -0.5% 912,709 $156.5M
Migdal Insurance & Financial Holdings Ltd. 2.50% Add +4610.7% 912,703 $156.5M
Crossmark Global Holdings, Inc. 3.03% Add +1.8% 910,227 $156.1M
Tocqueville Asset Management L.P. 2.54% Reduce -4.3% 906,817 $155.5M
Bridges Investment Management Inc. 4.83% Reduce -5.9% 901,530 $154.6M
Wesbanco Bank Inc. 5.81% Add +37.4% 897,272 $153.9M
Country Trust Bank 3.98% Reduce -1.9% 896,257 $153.7M
Modera Wealth Management, LLC 2.34% Reduce -0.4% 894,506 $153.4M
Cannell & Spears LLC 3.17% Add +96.5% 893,754 $153.3M
Degroof Petercam Asset Management 1.84% Reduce -3.2% 892,455 $153.0M
Destination Wealth Management 5.03% Add +1.8% 881,583 $151.2M
Bailard, Inc. 4.17% Add +0.0% 880,075 $150.9M
OMERS ADMINISTRATION Corp 1.72% No change 876,778 $150.3M
Flputnam Investment Management Co. 3.20% Reduce -6.6% 875,116 $150.1M
Adams Diversified Equity Fund, Inc. 5.32% No change 874,100 $149.9M
SteelPeak Wealth, LLC 7.54% Add +12.6% 858,296 $147.2M
Wilmington Savings Fund Society, FSB 5.63% — 855,171 $146.6M
Securian Asset Management, Inc. 4.30% Reduce -7.7% 854,950 $146.6M
Avantax Advisory Services, Inc. 1.29% Add +2.0% 850,135 $145.8M
South Dakota Investment Council 3.02% Reduce -0.3% 849,194 $145.6M
Van Eck Associates Corp. 0.22% Add +7.4% 847,612 $145.3M
Ofi Invest Asset Management 3.92% Reduce -3.6% 910,548 $144.6M
Biltmore Family Office, LLC 28.27% Add +2.4% 836,632 $143.5M
Bahl & Gaynor LLC 0.80% Reduce -4.2% 835,600 $143.3M
Andra AP-fonden 2.52% New 828,100 $142.0M
First Financial Bankshares Inc 3.19% Add +1.0% 826,098 $141.7M
Impax Asset Management Group plc 0.54% Reduce -18.1% 824,139 $141.3M
Silvercrest Asset Management Group LLC 0.95% Add +1.2% 822,174 $141.0M
Rwa Wealth Partners, LLC 1.89% Reduce -1.3% 820,500 $140.7M
Advisory Services Network, LLC 3.11% Reduce -0.4% 816,722 $140.1M
Clal Insurance Enterprises Holdings Ltd 1.58% Add +64.0% 815,000 $139.8M
Metis Global Partners, LLC 5.07% Reduce -2.3% 812,938 $139.4M
Cornerstone Advisors, LLC 5.75% Reduce -2.1% 809,600 $138.8M
Journey Strategic Wealth LLC 6.12% Add +0.1% 806,489 $138.3M
Quadrature Capital Ltd 2.33% New 795,176 $136.4M
Douglass Winthrop Advisors, LLC 2.81% Reduce -5.2% 795,109 $136.3M
Stephens Inc. 2.10% Add +4.2% 789,884 $135.4M
Trillium Asset Management, LLC 3.44% Reduce -10.2% 787,558 $135.1M
Parallel Advisors, LLC 3.63% Add +2.9% 780,142 $133.8M
Sigma Planning Corp 4.20% Add +184.9% 779,271 $133.6M
Patten & Patten Inc. 9.51% Add +1.8% 778,647 $133.5M
Sheaff Brock Investment Advisors, LLC 10.62% Reduce -1.7% 777,515 $133.3M
B. Riley Wealth Advisors, Inc. 3.60% Add +3.1% 777,973 $133.2M
Tidal Investments LLC 2.27% Add +15.7% 771,792 $132.4M
LBP Am SA 5.25% Reduce -7.7% 767,718 $131.6M
Crake Asset Management LLP 13.29% Add +193.6% 767,670 $131.6M
Westwood Holdings Group Inc. 1.04% Add +2.4% 761,774 $130.6M
Cullinan Associates Inc. 7.32% Add +1.4% 760,875 $130.5M
Himalaya Capital Management 5.76% No change 759,600 $130.3M
Heritage Investors Management Corp. 4.59% Reduce -0.5% 759,233 $130.2M
Daiichi Life Insurance Co., Ltd. 2.93% Reduce -1.1% 758,683 $130.1M
Hancock Whitney Corp. 4.49% Add +1.3% 757,434 $129.9M
Mission Wealth Management, LP 3.47% Add +24.0% 754,582 $129.4M
Ilmarinen Mutual Pension Insurance Co 1.57% Reduce -6.3% 750,000 $128.6M
Orion Porfolio Solutions, LLC 1.37% Reduce -4.8% 745,992 $127.9M
Orion Portfolio Solutions, LLC 1.37% Reduce -4.8% 745,992 $127.9M
Boston Financial Mangement LLC 4.05% Reduce -0.6% 742,518 $127.3M
Cambridge Trust Co. 4.82% Reduce -3.2% 742,456 $127.3M
Lincoln National Corp. 1.98% Reduce -0.0% 739,634 $126.8M
Marsico Capital Management LLC 4.15% Add +52.1% 735,935 $126.2M
Lockheed Martin Investment Management Co. 9.14% Reduce -4.9% 781,820 $125.9M
Penserra Capital Management LLC 1.58% Add +200.5% 732,538 $125.6M
Shell Asset Management Co. 5.71% Reduce -11.7% 595,854 $125.5M
New Mexico Educational Retirement Board 4.50% Reduce -4.5% 731,564 $125.4M
Clifford Swan Investment Counsel LLC 4.65% Reduce -4.3% 728,561 $125.0M
Laird Norton Wetherby Wealth Management, LLC 5.97% Reduce -1.7% 728,923 $125.0M
Envestnet Portfolio Solutions, Inc. 0.47% Add +23.6% 725,071 $124.3M
Raymond James Trust N.A. 2.99% Reduce -3.0% 719,137 $123.3M
NorthRock Partners, LLC 4.74% Add +2.4% 718,762 $123.3M
Stock Yards Bank & Trust Co. 4.06% Reduce -2.1% 715,156 $122.6M
MassMutual Private Wealth & Trust, FSB 3.81% Reduce -0.9% 713,674 $122.4M
Florida Trust Wealth Management Co 4.16% Reduce -2.0% 712,280 $122.1M
CapitalatWork S.A. 4.07% Add +0.7% 708,557 $121.5M
Alpha Cubed Investments, LLC 6.33% Add +8.2% 706,554 $121.2M
Logan Capital Management Inc. 5.18% Reduce -4.8% 705,291 $120.9M
7G Capital Management, LLC 63.25% No change 700,000 $120.0M
Investment House LLC 7.02% Add +8.0% 696,155 $119.4M
Associated Banc-Corp 3.77% Add +0.6% 693,669 $119.0M
Becker Capital Management Inc. 4.08% Reduce -1.6% 692,401 $118.7M
Argent Capital Management LLC 3.44% Reduce -2.5% 688,971 $118.1M
Daymark Wealth Partners, LLC 6.35% Add +0.0% 823,826 $118.1M
Spire Wealth Management 2.17% Reduce -6.0% 584,283 $117.8M
Benjamin F. Edwards & Company, Inc. 2.14% Reduce -0.0% 686,486 $117.7M
HUB Investment Partners, LLC 6.49% Add +11.1% 683,509 $117.2M
Optiver Holding B.V. 4.86% Add +160.0% 682,689 $117.1M
Profund Advisors LLC 4.54% Reduce -2.9% 679,802 $116.6M
Northeast Investment Management 5.73% Reduce -2.3% 679,504 $116.5M
Carnegie Investment Counsel 3.62% Reduce -1.5% 677,783 $116.2M
Cohen Klingenstein LLC 4.33% Reduce 0.0% 677,546 $116.2M
Greenleaf Trust 1.08% Reduce -4.4% 674,919 $115.7M
Verus Capital Partners, LLC 12.80% Reduce -3.9% 674,852 $115.7M
Mutual Advisors, LLC 3.71% Add +7.0% 674,326 $115.6M
Laurion Capital Management LP 3.19% Add +2234.0% 665,633 $114.1M
Capital Advisors Inc. 2.44% Reduce -0.3% 664,097 $113.9M
Simplicity Wealth,LLC 2.71% Add +11973.9% 663,704 $113.8M
First American Bank 8.51% Add +1.0% 657,187 $112.7M
Prospera Financial Services Inc 3.36% Reduce -3.3% 656,826 $112.7M
Parsons Capital Management Inc. 7.65% Reduce -16.0% 651,920 $111.8M
Apollon Wealth Management, LLC 3.51% Add +1.8% 649,249 $111.3M
Gratus Capital, LLC 5.11% Add +110.0% 646,435 $110.9M
Park National Corp. 4.26% Reduce -1.3% 644,449 $110.5M
Calamos Wealth Management LLC 6.33% Add +4.5% 644,184 $110.5M
Baillie Gifford & Co. 0.09% Reduce -1.5% 643,662 $110.4M
Henshaw Capital LLC 5.17% Reduce -9.4% 643,494 $110.3M
Great Lakes Advisors, LLC 0.94% Add +4.0% 643,286 $110.3M
WASHINGTON TRUST Co 4.05% Reduce -0.3% 643,182 $110.3M
Nomura Holdings Inc. 0.90% Add +78.3% 642,398 $110.2M
Mogy Joel R Investment Counsel Inc. 7.44% Reduce -2.4% 637,888 $109.4M
Level Four Advisory Services, LLC 6.01% Add +1.4% 567,506 $109.3M
Braun Stacey Associates Inc. 4.32% Reduce -3.1% 636,349 $109.1M
Neville Rodie & Shaw Inc. 8.30% Reduce -4.2% 633,619 $108.7M
Old National Bancorp 2.57% Add +0.6% 631,373 $108.3M
Private Wealth Partners, LLC 8.63% Reduce -5.5% 629,691 $108.0M
Quintet Private Bank (Europe) S.A. 4.80% New 547,436 $107.5M
Hoylecohen, LLC 8.18% Reduce -4.8% 624,926 $107.2M
Buckingham Strategic Wealth, LLC 1.13% Reduce -5.1% 623,317 $106.9M
Dearborn Partners LLC 4.58% Reduce -18.8% 622,490 $106.7M
First National Trust Co 4.31% Reduce -0.2% 619,079 $106.2M
Valeo Financial Advisors, LLC 3.81% Add +5.6% 671,920 $106.2M
Bleakley Financial Group, LLC 3.07% Add +1.1% 617,582 $105.9M
Dakota Wealth Management 2.64% Add +13.8% 617,332 $105.9M
Cincinnati Insurance Co. 1.74% No change 616,000 $105.6M
Fundsmith Investment Services LTD. 1.40% Add +25.3% 615,508 $105.5M
Snowden Capital Advisors LLC 3.33% Add +31.0% 615,460 $105.5M
Lord, Abbett & Co. LLC 0.34% Reduce -66.8% 612,961 $105.1M
Aptus Capital Advisors, LLC 2.24% Add +13.2% 609,409 $104.5M
Allianz SE 3.29% — 609,232 $104.5M
Cacti Asset Management LLC 8.28% Reduce -2.2% 545,940 $103.7M
Meyer Handelman Co. 3.63% Add +16.0% 604,207 $103.6M
Savant Capital, LLC 1.18% Reduce -2.1% 599,946 $102.9M
FineMark National Bank & Trust 3.80% Add +2.5% 596,374 $102.3M
PFG Investments, LLC 6.16% Add +171.1% 594,303 $101.9M
Argent Trust Co 4.57% Reduce -2.9% 591,403 $101.4M
Ancora Advisors LLC 2.31% Add +0.7% 589,090 $101.0M
Choate Investment Advisors 2.72% Reduce -1.6% 588,223 $100.9M
Nicholas Company, Inc. 1.66% No change 586,315 $100.5M
Metropolitan Life Insurance Co 4.37% Reduce -1.6% 585,452 $100.4M
Mill Capital Management, LLC 8.33% Reduce -0.9% 581,810 $99.8M
Nichols & Pratt Advisers LLP 6.68% Reduce -2.3% 578,891 $99.1M
Agf Management Ltd. 0.55% Add +159.7% 582,886 $99.0M
Systematic Alpha Investments, LLC 3.96% No change 576,144 $98.8M
Moneta Group Investment Advisors LLC 1.60% Add +14.7% 572,391 $98.2M
Townsquare Capital LLC 1.44% Add +20.8% 571,948 $98.1M
Ami Asset Management Corp. 5.00% Add +2.4% 570,027 $97.7M
Sit Investment Associates Inc. 2.25% Reduce -3.4% 569,520 $97.7M
J.W. Cole Advisors, Inc. 4.92% Add +2.4% 569,334 $97.6M
Castleark Management LLC 4.06% Reduce -1.7% 568,691 $97.5M
Bard Financial Services, Inc. 10.35% Reduce -2.9% 568,372 $97.5M
Kingsview Wealth Management, LLC 2.44% Add +7.3% 566,821 $97.2M
NS Partners Ltd 4.47% Reduce -0.7% 566,188 $97.1M
W.G. Shaheen & Associates DBA Whitney & Co 11.56% Add +0.0% 565,744 $97.0M
Equitable Holdings, Inc. 1.09% Reduce -4.7% 563,858 $96.7M
Norinchukin Bank, The 2.89% Reduce -3.0% 563,453 $96.6M
St Germain D J Co. Inc. 4.72% Reduce -0.4% 563,436 $96.6M
Walleye Trading LLC 1.58% Reduce -36.7% 563,083 $96.6M
Trust Co. of Vermont 5.38% Add +7.8% 562,888 $96.5M
Vinva Investment Management Ltd 5.42% Add +3.7% 562,862 $96.5M
Merit Financial Group, LLC 2.30% Add +39.0% 525,291 $96.3M
Dana Investment Advisors, Inc. 3.19% Reduce -3.7% 559,063 $95.9M
J. L. Bainbridge & Co., Inc. 10.17% Reduce -0.4% 557,098 $95.5M
NEOS Investment Management LLC 5.89% Add +35.2% 554,196 $95.0M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 4.26% Add +3.1% 553,963 $95.0M
Donaldson Capital Management, LLC 3.93% Add +1.5% 550,887 $94.5M
OneDigital Investment Advisors LLC 1.48% Add +3.3% 548,627 $94.1M
Empirical Finance, LLC 5.76% Add +3.3% 547,512 $93.9M
Exencial Wealth Advisors, LLC 3.50% Reduce -1.0% 545,287 $93.5M
Railway Pension Investments Ltd 0.91% Add +0.8% 544,652 $93.4M
Brookstone Capital Management 1.66% Add +5.2% 542,338 $93.0M
HCR Wealth Advisors 14.03% Reduce -0.9% 539,347 $92.5M
Van Hulzen Asset Management, LLC 5.98% Add +0.9% 528,212 $90.6M
LGT Capital Partners LTD. 2.81% Add +1315.9% 524,804 $90.0M
CW Advisors, LLC 1.55% Reduce -17.2% 524,160 $89.9M
Traynor Capital Management, Inc. 8.55% Add +1.0% 524,001 $89.9M
TCW Group Inc. 0.91% Reduce -6.2% 523,011 $89.7M
Chicago Capital, LLC 2.72% Add +1.7% 520,189 $89.2M
Bowen Hanes & Co. Inc. 2.54% Reduce -0.2% 519,493 $89.1M
Composition Wealth, LLC 2.23% Add +0.3% 517,929 $88.8M
Smith Chas P & Associates Pa Cpas 5.36% Reduce -4.7% 517,781 $88.8M
Prospect Hill Management, LLC 56.81% Reduce -0.0% 514,119 $88.2M
Brighton Jones LLC 3.18% Reduce -2.2% 514,109 $88.2M
Advisors Asset Management, Inc. 1.69% Reduce -0.1% 513,952 $88.1M
BNP Paribas 4.11% — 511,603 $88.0M
Citizens Financial Group Inc. 2.93% Reduce -1.3% 511,228 $87.7M
Kornitzer Capital Management Inc. 1.61% Reduce -1.9% 511,087 $87.6M
First Citizens Bank & Trust Co. 1.68% Add +35.0% 510,420 $87.5M
Wedge Capital Management L L P 1.41% Add +22.6% 508,283 $87.2M
Clearstead Advisors, LLC 4.31% Reduce -3.4% 467,034 $87.0M
PEAK6 Investments LLC 4.22% Add +16908733.3% 507,265 $87.0M
Tokio Marine Asset Management Co. Ltd. 4.39% Add +0.4% 506,642 $86.9M
Maple Capital Management, Inc. 7.76% Add +0.9% 497,261 $85.3M
Gabelli Funds LLC 0.64% Reduce -32.3% 497,015 $85.2M
CWA Asset Management Group, LLC 5.16% Add +9.1% 495,187 $84.9M
Capital Investment Counsel, Inc 14.61% Reduce -17.2% 493,777 $84.7M
Capital International, Inc. 1.14% Add +16.9% 493,476 $84.6M
Atria Investments, Inc 1.16% Add +2.9% 492,777 $84.5M
Reynders McVeigh Capital Management, LLC 4.85% Reduce -0.7% 490,967 $84.2M
Wafra Inc. 4.41% Add +1.9% 490,437 $84.1M
HRT Financial LP 0.52% Reduce -54.2% 489,407 $83.9M
Diversified Trust Co. 2.53% Add +1.6% 489,005 $83.9M
Roffman Miller Associates Inc. 5.60% Reduce -3.2% 488,651 $83.8M
Meritage Portfolio Management 5.32% Reduce -3.4% 486,125 $83.4M
Meiji Yasuda Asset Management Co Ltd. 3.54% Add +3.5% 484,441 $83.1M
Opes Wealth Management LLC 19.13% Reduce -0.4% 483,148 $82.9M
Hyman Charles D 4.57% Reduce -0.2% 482,150 $82.7M
CTC LLC 1.36% Reduce -66.6% 482,124 $82.7M
Sandy Spring Bank 3.76% Reduce -0.4% 481,709 $82.6M
Alta Capital Management LLC/ 5.09% Reduce -1.8% 481,276 $82.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.56% Reduce -24.4% 481,086 $82.5M
Kentucky Retirement Systems Insurance Trust Fund 5.65% Reduce -8.0% 479,018 $82.1M
Gotham Asset Management 1.24% Add +11.0% 478,527 $82.1M
Harel Insurance Investments & Financial Services Ltd. 1.59% Add +0.3% 477,139 $81.8M
Transcend Capital Advisors, LLC 6.56% Add +0.2% 476,694 $81.7M
Burney Co./ 3.09% Reduce -2.0% 473,396 $81.2M
Dynamic Advisor Solutions LLC 2.74% Add +1.1% 472,609 $81.0M
Signaturefd, LLC 1.71% Reduce -0.1% 470,790 $80.7M
Baker Avenue Asset Management, LP 3.12% Add +8.1% 470,487 $80.7M
Motley Fool Asset Management LLC 5.20% Add +8.0% 468,789 $80.4M
Wilkinson Global Asset Management LLC 5.02% Reduce -8.0% 465,810 $79.9M
Avalon Trust Co 6.55% Add +7.5% 465,766 $79.9M
Ameritas Advisory Services, LLC 3.28% Add +190.2% 462,354 $79.6M
Chartwell Investment Partners, LLC 2.75% Reduce -4.1% 463,874 $79.5M
Fort Pitt Capital Group, LLC 2.44% Reduce -3.4% 461,707 $79.2M
Farmers & Merchants Investments Inc. 2.67% Reduce -0.3% 461,571 $79.2M
Northwestern Mutual Investment Management Company, LLC 2.06% Reduce -0.5% 460,598 $79.0M
ABN AMRO Bank N.V. 1.18% Add +5.4% 458,783 $78.7M
Ameritas Investment Partners, Inc. 2.70% Reduce -1.9% 458,771 $78.7M
Tritonpoint Wealth, LLC 8.21% Reduce -6.2% 405,574 $78.5M
Choreo, LLC 2.01% Reduce -2.6% 456,012 $78.2M
Ziegler Capital Management, LLC 2.97% Reduce -4.7% 455,952 $78.2M
Chilton Capital Management LLC 3.69% Add +6.6% 454,039 $77.9M
Bryn Mawr Trust Advisors, LLC 4.42% Reduce -17.3% 378,736 $77.8M
Howard Capital Management Group, LLC 5.98% Add +0.8% 452,257 $77.6M
NorthCrest Asset Manangement, LLC 2.62% Add +6.1% 449,380 $77.1M
Wharton Business Group, LLC 3.71% Reduce -0.7% 449,308 $77.0M
Rakuten Investment Management, Inc. 0.56% Add +1117.8% 449,154 $77.0M
Delta Financial Group, Inc. 22.63% Reduce -0.9% 448,313 $76.9M
Zevenbergen Capital Investments LLC 1.63% Reduce -12.0% 448,057 $76.8M
Ritholtz Wealth Management 2.65% Add +1.8% 447,941 $76.8M
MMBG Investment Advisors Co. 8.07% Reduce -0.1% 446,329 $76.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 2.35% Add +9.5% 446,017 $76.5M
Ingalls & Snyder LLC 3.41% Reduce -0.9% 445,827 $76.5M
Van Cleef Asset Management,Inc 9.66% Add +0.5% 445,614 $76.4M
Livforsakringsbolaget Skandia, Omsesidigt 6.44% No change 444,441 $76.2M
Belmont Capital, LLC 20.61% Add +86.6% 440,683 $75.6M
Great Valley Advisor Group, Inc. 2.28% Reduce -0.7% 437,876 $75.1M
Cary Street Partners Investment Advisory LLC 3.17% Reduce -0.2% 437,558 $75.0M
Moors & Cabot, Inc. 4.05% Reduce -4.4% 435,859 $74.7M
United Services Automobile Association 1.83% Reduce -0.6% 432,985 $74.2M
Independent Financial Group, LLC 3.40% Add +4.2% 431,443 $74.0M
Hoffman, Alan N Investment Management 41.32% Reduce -3.5% 429,462 $73.6M
Banque Cantonale Vaudoise 2.88% Reduce -3.2% 429,325 $73.6M
Lazard Freres Gestion S.A.S. 1.82% Add +209.2% 435,791 $73.6M
Oak Ridge Investments LLC 7.42% Add +4.5% 428,918 $73.6M
Bender Robert & Associates 17.20% Reduce -2.3% 428,061 $73.4M
Eisler Capital (UK) Ltd. 9.06% Add +37.0% 426,340 $73.1M
Coldstream Capital Management Inc. 1.85% Add +0.2% 425,981 $73.0M
Jones Financial Companies LLLP 0.10% Add +26.8% 425,131 $72.9M
Evanson Asset Management, LLC 5.43% Reduce -0.2% 424,938 $72.9M
Highland Capital Management, LLC 4.14% Reduce -0.3% 420,205 $72.1M
Eastern Bank 2.99% Reduce -5.0% 419,543 $71.9M
Robertson Stephens Wealth Management, LLC 3.94% Add +1.5% 418,773 $71.8M
Franklin Street Advisors Inc. 5.31% Add +0.7% 418,593 $71.8M
Commerzbank Aktiengesellschaft 2.38% Add +7.8% 418,535 $71.8M
Klingenstein Fields & Co. LP 2.97% Reduce -1.0% 417,519 $71.6M
Baldwin Wealth Partners LLC 5.37% Reduce -3.2% 415,556 $71.3M
Siemens Fonds Invest GmbH 5.47% Reduce -6.6% 413,906 $71.0M
Renaissance Technologies 0.11% Reduce -81.7% 413,567 $70.9M
LVM Capital Management Ltd. 8.37% Reduce -0.2% 413,146 $70.8M
Smith Group Asset Management, LLC 4.03% Reduce -10.3% 410,676 $70.4M
Waverly Advisors, LLC 1.65% Add +65.9% 407,993 $70.0M
Teamwork Financial Advisors, LLC 10.75% Reduce -47.9% 407,312 $69.8M
Insigneo Advisory Services, LLC 8.29% Add +3.9% 406,821 $69.8M
Covea Finance 3.28% Reduce -2.2% 405,562 $69.5M
Focus Financial Network, Inc. 3.36% — 413,075 $69.0M
Joel Isaacson & Co., LLC 3.77% Add +2.8% 401,372 $68.8M
Appleton Partners Inc. 5.34% Reduce -6.5% 401,200 $68.8M
Praxis Investment Management Inc. 4.54% Reduce -0.1% 400,798 $68.7M
Adell Harriman & Carpenter Inc. 5.65% Add +3.3% 399,811 $68.6M
Exchange Traded Concepts, LLC 1.77% Add +31.8% 399,342 $68.5M
Capital Investment Advisors, LLC 1.60% Reduce -0.1% 399,233 $68.5M
Community Bank, N.A. 8.98% Reduce -0.8% 399,016 $68.4M
Financial Advocates Investment Management 3.96% Add +4.2% 398,256 $68.3M
Eagle Global Advisors LLC 3.85% Reduce -8.8% 397,921 $68.2M
Nippon Life Global Investors Americas, Inc. 3.18% Reduce -4.2% 397,770 $68.2M
Walleye Capital LLC 0.81% New 397,448 $68.2M
Campbell Newman Asset Management Inc. 5.47% Reduce -0.9% 393,686 $67.5M
IHT Wealth Management, LLC 2.67% Reduce -3.7% 388,905 $66.7M
Sowell Financial Services LLC 3.14% Reduce -4.2% 388,335 $66.6M
Colonial Trust Advisors 6.58% Reduce -1.7% 387,982 $66.5M
Meridian Wealth Management, LLC 11.04% Add +1.4% 386,380 $66.3M
Park Avenue Securities LLC 0.86% Add +5.6% 386,474 $66.3M
Baskin Financial Services Inc. 5.51% Reduce -0.0% 383,804 $65.8M
Means Investment Co., Inc. 8.50% Reduce -3.4% 383,083 $65.7M
ARS Investment Partners, LLC 6.54% Reduce -13.6% 382,948 $65.7M
Edgemoor Investment Advisors, Inc. 6.24% Reduce -0.9% 380,785 $65.3M
Talbot Financial, LLC 8.73% Add +1.9% 380,723 $65.3M
Wealth Alliance, LLC 8.55% Reduce -1.7% 380,000 $65.2M
Alberta Investment Management Corp 0.69% Reduce -1.4% 378,600 $64.9M
Concurrent Investment Advisors, LLC 2.64% Reduce -1.3% 394,343 $64.9M
Parallax Volatility Advisers, L.P. 2.14% Add +306.9% 376,359 $64.5M
W1M Investment Management Ltd 1.34% Add +0.1% 375,745 $64.4M
Cubist Systematic Strategies, LLC 0.73% Add +90.3% 375,665 $64.4M
Weatherly Asset Management L. P. 6.21% Reduce -2.1% 374,254 $64.2M
Westpac Banking Corp. 4.89% Add +1.7% 374,242 $64.2M
Freestone Capital Holdings, LLC 2.39% Reduce -8.3% 373,893 $64.1M
Community Trust & Investment Co. 4.51% Reduce -0.2% 373,662 $64.1M
Wealthspire Advisors, LLC 0.85% Add +0.9% 372,653 $63.9M
Davidson Investment Advisors 3.32% Add +1.4% 372,258 $63.8M
Wilbanks Smith & Thomas Asset Management LLC 1.79% Add +0.1% 372,033 $63.8M
Jia Investment Alliance Pte. LTD. 7.77% No change 371,700 $63.7M
ExodusPoint Capital Management, LP 0.79% Reduce -7.4% 371,174 $63.6M
Obermeyer Wealth Partners 3.75% Add +0.4% 370,754 $63.6M
Vestcor Inc 2.17% Reduce -17.2% 369,402 $63.3M
Birinyi Associates Inc. 20.65% Reduce -1.2% 369,121 $63.3M
Principle Wealth Partners LLC 4.95% Add +0.1% 368,998 $63.3M
Axiom Investors LLC 0.55% Reduce -54.5% 368,356 $63.2M
Lombard Odier Asset Management (Switzerland) SA 4.45% Add +119.7% 368,257 $63.1M
Gradient Investments LLC 1.46% Reduce -11.4% 367,842 $63.1M
Saratoga Research & Investment Management 2.87% Reduce -4.1% 367,654 $63.0M
YHB Investment Advisors, Inc. 5.59% Reduce -1.1% 367,641 $63.0M
Am Investment Strategies LLC 15.98% Add +1.9% 367,145 $63.0M
Howland Capital Management LLC 3.04% Add +2.0% 367,082 $62.9M
Mar Vista Investment Partners LLC 2.74% Reduce -30.5% 365,930 $62.7M
International Assets Investment Management, LLC 6.55% Add +2.2% 462,950 $62.6M
Evergreen Capital Management LLC 2.36% Add +11.9% 364,434 $62.5M
First Trust Direct Indexing L.P. 4.64% Add +10.5% 363,789 $62.4M
Sloy Dahl & Holst, LLC 14.72% Reduce -9.0% 363,624 $62.4M
Gerber Kawasaki Wealth & Investment Management 3.37% Add +2.6% 363,509 $62.3M
Nan Shan Life Insurance Co., Ltd. 1.46% Add +7.5% 361,504 $62.0M
SeaCrest Wealth Management, LLC 7.54% Reduce -10.7% 359,545 $61.7M
Belpointe Asset Management LLC 4.61% Add +23.7% 358,633 $61.5M
McDaniel Terry & Co. 5.47% Reduce -0.0% 358,617 $61.5M
Welch Group, LLC 3.05% Reduce -2.6% 358,258 $61.4M
Oppenheimer Asset Management Inc. 0.90% Reduce -14.6% 358,235 $61.4M
Eagle Asset Management Inc. 0.31% Add +1.7% 361,255 $61.4M
Longbow Finance SA 6.20% Reduce -5.0% 357,470 $61.3M
Twinbeech Capital LP 1.26% Add +470.7% 356,794 $61.2M
Josh Arnold Investment Consultant, LLC 64.00% Reduce -2.6% 354,899 $60.9M
GFI Investment Counsel Ltd. 7.65% Add +0.2% 351,906 $60.3M
General American Investors Co. Inc. 4.46% Add +9.3% 351,000 $60.2M
Avity Investment Management Inc. 4.98% Reduce -1.6% 350,489 $60.1M
AlTi Global, Inc. 1.67% Add +7.5% 348,376 $59.8M
Cornerstone Wealth Management, LLC 4.83% Reduce -2.1% 348,039 $59.7M
Focus Partners Advisor Solutions, LLC 1.72% Add +72.5% 347,834 $59.6M
First Foundation Advisors 2.39% Add +31.4% 347,525 $59.6M
Thurston, Springer, Miller, Herd & Titak, Inc. 23.91% — 347,367 $59.6M
First National Bank of Omaha 4.07% Reduce -25.1% 268,170 $59.6M
Martingale Asset Management L P 1.19% Add +11.0% 347,114 $59.5M
Burns J W & Co. Inc. 8.28% Reduce -1.8% 346,940 $59.5M
Albion Financial Group 4.59% Reduce -0.1% 346,857 $59.5M
Main Street Research LLC 4.04% Add +3.0% 346,552 $59.4M
Academy Capital Management 11.24% Reduce -1.5% 346,521 $59.4M
Mgo One Seven LLC 3.09% Add +0.3% 346,204 $59.4M
Harbor Investment Advisory, LLC 6.19% Reduce -0.4% 362,755 $59.2M
Rollins Financial Advisors, LLC 11.12% Add +1.3% 344,317 $59.0M
Fulton Breakefield Broenniman LLC 4.54% Add +0.2% 344,061 $59.0M
Venture Visionary Partners LLC 2.80% Reduce -4.0% 344,031 $59.0M
TCTC Holdings, LLC 1.96% Reduce -0.8% 343,418 $58.9M
Sienna Gestion 5.06% — 343,191 $58.9M
Grassi Investment Management 5.32% Reduce -0.3% 343,074 $58.8M
Birch Hill Investment Advisors LLC 2.85% Reduce -2.0% 341,393 $58.5M
Clear Harbor Asset Management, LLC 5.16% Reduce -1.8% 341,022 $58.5M
HBK Sorce Advisory LLC 2.06% Add +4.7% 340,955 $58.5M
Girard Partners LTD. 5.50% Reduce -0.8% 340,563 $58.4M
Northeast Financial Consultants Inc 2.87% Reduce -10.4% 340,357 $58.4M
TRB Advisors LP 12.59% No change 340,000 $58.3M
Carret Asset Management, LLC 6.86% Reduce -1.1% 339,753 $58.3M
Richard Bernstein Advisors LLC 1.25% Reduce -2.4% 339,511 $58.2M
Meiji Yasuda Life Insurance Co 1.23% Reduce -23.6% 338,683 $58.1M
First Horizon Advisors, Inc. 1.79% Reduce -0.4% 337,399 $57.9M
Smith Salley Wealth Management 4.49% Reduce -28.6% 337,276 $57.8M
AMG National Trust Bank 1.68% Add +0.1% 335,803 $57.6M
Woodline Partners LP 0.53% Add +157.0% 335,491 $57.5M
North Star Asset Management Inc. 2.71% Reduce -1.1% 335,014 $57.4M
Plato Investment Management Ltd 5.93% Add +958.2% 334,238 $57.3M
Azimuth Capital Investment Management LLC 2.36% Reduce -2.8% 333,941 $57.3M
Comgest Global Investors S.A.S. 0.80% Reduce -6.3% 333,608 $57.2M
Tudor Investment Corporation 0.70% Add +285.0% 333,496 $57.2M
Banque Pictet & Cie SA 0.60% Add +8.4% 332,877 $57.1M
Curi Capital, LLC 1.33% Add +1.5% 332,781 $57.1M
Cobblestone Capital Advisors LLC 3.58% Reduce -1.6% 331,671 $56.9M
Kanawha Capital Management LLC 4.55% Reduce -1.1% 331,586 $56.9M
Summit Rock Advisors, LP 18.13% New 329,674 $56.5M
BLB&B Advisors, LLC 3.19% Add +7.2% 329,490 $56.5M
Boston Family Office LLC 4.06% Reduce -1.9% 329,377 $56.5M
NBT Bank, N.A. 4.12% Reduce -2.8% 328,347 $56.3M
Lowe Brockenbrough & Co. Inc. 3.78% Add +4.8% 325,999 $55.9M
Chesley Taft & Associates LLC 2.86% Reduce -7.3% 325,971 $55.9M
Washington Trust Advisors, Inc. 5.11% Reduce -4.0% 325,084 $55.7M
Beacon Investment Advisory Services, Inc. 2.40% Reduce -2.6% 324,548 $55.7M
LS Investment Advisors, LLC 8.83% Reduce -0.3% 324,368 $55.6M
GW Henssler & Associates Ltd. 3.26% Reduce -1.3% 323,861 $55.5M
Ballentine Partners, LLC 1.05% Add +4.1% 323,767 $55.5M
Belvedere Trading LLC 3.96% Add +34.5% 322,464 $55.3M
Taurus Asset Management, LLC 5.60% Reduce -1.9% 322,305 $55.3M
SlateStone Wealth, LLC 5.54% Add +2.6% 321,745 $55.2M
Global Retirement Partners, LLC 2.05% Reduce -7.8% 321,209 $55.1M
Aspiriant, LLC 2.28% Reduce -0.2% 320,614 $55.0M
Dock Street Asset Management Inc. 8.19% Reduce -15.4% 319,594 $54.8M
National Mutual Insurance Federation of Agricultural Cooperatives 0.58% No change 319,400 $54.8M
WealthPLAN Partners, LLC 5.66% Reduce -5.3% 319,004 $54.7M
U.S. Capital Wealth Advisors, LLC 2.12% Reduce -3.6% 317,218 $54.4M
Edmond DE Rothschild Holding S.A. 0.92% Reduce -13.8% 316,402 $54.3M
Bank Pictet & Cie (Europe) AG 1.41% Add +3.1% 315,643 $54.1M
Hantz Financial Services, Inc. 1.05% Reduce -4.2% 315,490 $54.1M
Thoroughbred Financial Services, LLC 5.20% Reduce -20.5% 315,124 $54.0M
Beese Fulmer Investment Management, Inc. 5.08% Reduce -2.2% 314,991 $54.0M
Philadelphia Trust Co. 4.33% Reduce -5.7% 314,785 $54.0M
Avenir Corp. 4.61% Reduce -1.9% 314,265 $53.9M
Taikang Asset Management (Hong Kong) Co Ltd 11.31% Add +33.6% 313,101 $53.7M
LMCG Investments, LLC 3.16% Reduce -3.3% 312,774 $53.6M
Jaffetilchin Investment Partners, LLC 4.78% Reduce -2.1% 310,783 $53.3M
Forum Financial Management, LP 0.91% Reduce -1.5% 310,723 $53.3M
Rothschild Investment LLC 3.85% Add +1.2% 309,910 $53.1M
Jump Financial, LLC 1.45% Add +437.6% 309,631 $53.1M
Trexquant Investment LP 1.06% Add +27.6% 309,078 $53.0M
Signature Estate & Investment Advisors LLC 1.49% Add +5.2% 308,396 $52.9M
Ceeto Capital Group, LLC 21.65% Reduce -1.6% 308,101 $52.8M
Cincinnati Specialty Underwriters Insurance CO 16.61% No change 308,000 $52.8M
Roundview Capital LLC 4.32% Add +0.1% 307,935 $52.8M
Phoenix Financial Ltd. 0.73% Add +41.0% 307,329 $52.7M
Stonebridge Capital Advisors LLC 4.73% Add +2.6% 306,882 $52.6M
Van Lanschot Kempen Investment Management N.V. 0.65% Add +23.0% 306,371 $52.5M
RB Capital Management, LLC 14.73% Add +0.2% 305,619 $52.4M
Montag A & Associates Inc. 2.62% Reduce -2.3% 305,391 $52.4M
MPS Loria Financial Planners, LLC 17.45% Reduce -0.5% 303,019 $52.0M
Brickley Wealth Management 11.88% Add +0.1% 302,274 $51.8M
Wendell David Associates Inc. 5.23% Reduce -0.9% 301,802 $51.8M
Southeast Asset Advisors, LLC 6.22% Reduce -0.2% 301,329 $51.7M
CFM Wealth Partners LLC 10.37% Reduce -1.7% 301,254 $51.7M
Caprock Group, LLC 2.95% Add +1.8% 299,940 $51.4M
Nwam LLC 4.13% Reduce -11.5% 283,551 $51.2M
S&co Inc. 3.60% Reduce -9.0% 298,271 $51.1M
Courier Capital LLC 3.70% Reduce -10.4% 298,000 $51.1M
Stratos Wealth Advisors, LLC 3.03% Reduce -8.0% 297,735 $51.1M
Iron Gate Global Advisors LLC 9.25% Add +0.3% 300,232 $51.0M
Beaumont Financial Advisors, LLC 4.20% Reduce -0.9% 296,913 $50.9M
Fiduciary Family Office, LLC 19.95% Reduce -3.0% 296,738 $50.9M
Harbour Investments, Inc. 1.80% Add +8.2% 296,199 $50.8M
Allen Investment Management, LLC 0.64% Reduce -5.8% 295,910 $50.7M
Artemis Investment Management LLP 0.66% Reduce -29.1% 295,880 $50.7M
Foundations Investment Advisors, LLC 1.32% Reduce -3.3% 294,825 $50.6M
Bragg Financial Advisors, Inc 2.27% Add +1.0% 294,816 $50.6M
Shikiar Asset Management Inc. 16.09% Reduce -5.2% 294,013 $50.4M
Ashton Thomas Private Wealth, LLC 2.89% Add +4.7% 293,971 $50.4M
OVERSEA-CHINESE BANKING Corp Ltd 1.62% Add +60.3% 293,518 $50.4M
GuideStone Capital Management, LLC 100.00% No change 293,577 $50.3M
Thomasville National Bank 4.14% Add +0.5% 293,179 $50.3M
Ossiam 0.88% Reduce -60.3% 293,042 $50.3M
Harvest Fund Management Co., Ltd 4.51% Add +68.1% 292,991 $50.2M
Moody LYNN Lieberson & Walker, LLC 3.37% Reduce -1.6% 292,694 $50.2M
Two Sigma Securities, LLC 2.43% Reduce -77.5% 291,675 $50.0M
SouthState Bank Corp 3.90% Add +0.9% 291,651 $50.0M
Penobscot Investment Management Company, Inc. 5.27% Add +1.7% 290,550 $49.8M
Balentine LLC 1.48% Add +33.8% 289,598 $49.7M
Wahed Invest LLC 11.30% Add +15.1% 288,971 $49.6M
Vestor Capital, LLC 4.17% Reduce -38.5% 287,757 $49.3M
Fragasso Financial Advisors Inc 4.17% Add +2.4% 287,606 $49.3M
Fulton Bank, N.A. 2.02% Add +1.1% 287,242 $49.3M
B&D White Capital Company, LLC 10.93% Add +12332.3% 286,938 $49.2M
IFP Advisors, Inc 2.15% Add +2.0% 285,939 $49.0M
Vident Advisory, LLC 1.02% Add +26.3% 285,925 $49.0M
Violich Capital Management, Inc. 7.00% Add +5.1% 285,272 $48.9M
Bath Savings Trust Co 5.19% Reduce -2.2% 285,237 $48.9M
Sonora Investment Management Group, LLC 3.85% Reduce -1.5% 284,823 $48.8M
Heritage Wealth Advisors 2.23% Add +2.2% 284,592 $48.8M
Osborne Partners Capital Management, LLC 3.00% Reduce -1.3% 283,800 $48.7M
KMG Fiduciary Partners, LLC 5.04% Add +0.1% 283,452 $48.6M
Bedrijfstakpensioenfonds Voor DE Media Pno 6.39% Reduce -5.6% 305,900 $48.6M
Capstone Investment Advisors, LLC 1.68% Add +525.5% 282,782 $48.5M
Smithfield Trust Co 2.57% Reduce -0.3% 282,674 $48.5M
Nixon Peabody Trust Co. 4.45% Add +3.8% 282,546 $48.5M
Dillon & Associates Inc. 7.61% Reduce -1.9% 283,096 $48.4M
Granite Investment Partners, LLC 1.84% Reduce -5.2% 281,815 $48.3M
Essex Financial Services, Inc. 4.46% Add +2.7% 281,687 $48.3M
Steward Partners Investment Solutions, LLC 8.11% Add +304.5% 280,988 $48.2M
Private Capital Advisors, Inc. 6.00% Reduce -0.1% 280,707 $48.1M
ZWJ Investment Counsel Inc. 2.19% Reduce -5.1% 280,287 $48.1M
Hemenway Trust Co LLC 4.16% Add +1.1% 280,016 $48.0M
Marco Investment Management LLC 4.51% Add +0.7% 278,754 $47.8M
L. Roy Papp & Associates, LLP 5.69% Reduce -2.2% 278,546 $47.8M
Empowered Funds, LLC 0.86% Add +37.5% 278,379 $47.7M
Ledyard National Bank 4.61% Reduce -3.7% 278,080 $47.7M
Lindbrook Capital, LLC 4.46% Reduce -3.2% 277,821 $47.6M
Narwhal Capital Management 4.66% Add +0.5% 277,629 $47.6M
Aureus Asset Management, LLC 3.24% Reduce -0.4% 276,754 $47.5M
Diversify Advisory Services, LLC 2.78% — 277,816 $47.2M
Fort Sheridan Advisors LLC 8.87% Reduce -0.9% 274,478 $47.1M
DORCHESTER WEALTH MANAGEMENT Co 8.47% Reduce -5.5% 274,445 $47.1M
Marble Harbor Investment Counsel, LLC 5.42% Reduce -3.6% 273,968 $47.0M
Middleton & Co. Inc. 5.41% Reduce -1.9% 273,744 $46.9M
M&G PLC 0.33% — 274,391 $46.9M
WealthPlan Investment Management, LLC 7.15% Reduce -0.8% 273,423 $46.9M
Capula Management Ltd 1.59% Add +17607.4% 273,225 $46.9M
OAKMONT Corp 11.46% Reduce -1.8% 273,166 $46.8M
Summit Trail Advisors, LLC 1.24% Add +12.1% 272,540 $46.7M
Jacobs & Co. 4.93% Reduce -1.9% 271,746 $46.6M
Berkshire Asset Management LLC 2.46% Reduce -2.1% 271,057 $46.5M
Bar Harbor Wealth Management 3.10% Reduce -1.4% 269,447 $46.2M
Falcon Wealth Planning 7.32% Add +2.1% 269,194 $46.2M
Columbia Asset Management 9.34% Reduce -0.1% 239,143 $46.0M
Avestar Capital, LLC 5.27% Add +6.0% 268,055 $46.0M
Western Wealth Management, LLC 3.57% Reduce -20.1% 267,598 $45.9M
Northwest & Ethical Investments L.P. 1.32% Reduce -4.1% 267,853 $45.9M
Ar Asset Management Inc. 11.31% Reduce -0.2% 267,213 $45.8M
Wesleyan Assurance Society 4.06% Add +3.1% 267,200 $45.8M
Bouchey Financial Group, Ltd. 4.50% Reduce -0.6% 266,880 $45.8M
Manchester Capital Management LLC 5.63% Add +1.7% 266,403 $45.7M
Hardman Johnston Global Advisors LLC 1.57% Add +0.1% 264,996 $45.4M
North Star Investment Management Corp. 3.23% Add +0.5% 263,747 $45.2M
Aviance Capital Partners, LLC 6.72% Add +4.7% 263,707 $45.2M
Blackhill Capital Inc. 2.57% No change 261,400 $44.8M
Forte Capital LLC 5.54% Reduce -2.4% 261,254 $44.8M
Tower Bridge Advisors 4.62% Reduce -15.3% 260,123 $44.6M
Clare Market Investments LLC 13.84% Reduce -0.3% 258,979 $44.4M
Stillwater Capital Advisors, LLC 6.55% Reduce -1.0% 257,940 $44.2M
Pine Valley Investments Ltd Liability Co 3.44% Reduce -7.2% 257,326 $44.1M
Arkadios Wealth Advisors 3.41% Reduce -1.7% 256,861 $44.0M
Locust Wood Capital Advisers, LLC 1.73% Reduce -1.4% 255,815 $43.9M
Mengis Capital Management, Inc. 6.80% Add +1.4% 255,715 $43.9M
Baker Chad R 9.33% Reduce 0.0% 255,554 $43.8M
Archon Partners LLC 5.35% No change 255,000 $43.7M
Foster & Motley Inc. 3.01% Add +2.9% 254,681 $43.7M
SOA Wealth Advisors, LLC. 9.03% Reduce -0.9% 254,250 $43.6M
Palisade Capital Management, LP 1.29% Reduce -17.3% 253,810 $43.5M
Jefferies Financial Group Inc. 0.95% Add +60.9% 253,139 $43.4M
Rockland Trust Co. 2.28% Reduce -2.7% 252,808 $43.4M
Twin Capital Management Inc. 5.37% Reduce -3.5% 252,534 $43.3M
City of London Investment Management Co. Ltd. 3.55% Reduce -4.7% 251,224 $43.1M
Kingswood Wealth Advisors, LLC 4.97% Reduce -7.9% 251,106 $43.1M
Meitav Investment House Ltd. 0.84% Add +55.6% 250,921 $43.0M
Schechter Investment Advisors, LLC 3.22% Reduce -0.6% 250,369 $42.9M
First Nebraska Trust Co 4.42% Reduce -1.8% 250,048 $42.9M
Sawgrass Asset Management LLC 4.69% Reduce -6.3% 249,809 $42.8M
Stokes Family Office, LLC 5.35% Reduce -2.0% 249,535 $42.8M
NJ State Employees Deferred Compensation Plan 5.41% No change 249,100 $42.7M
Apriem Advisors 5.37% Reduce -4.6% 249,093 $42.7M
Newlands Management Operations LLC 0.34% No change 248,975 $42.7M
Dupont Capital Management Corp. 3.52% Reduce -6.0% 247,963 $42.5M
Transform Wealth, LLC 4.02% Reduce -8.0% 246,695 $42.3M
Suncoast Equity Management 4.96% Reduce -17.2% 246,681 $42.3M
Guardian Capital LP 1.47% Add +1.0% 246,510 $42.3M
Caldwell Trust Co 4.91% Reduce -1.5% 246,106 $42.2M
Verition Fund Management LLC 0.46% Reduce -83.9% 244,725 $42.0M
Accredited Investors Inc. 2.69% Reduce -4.3% 244,484 $41.9M
RiverFront Investment Group, LLC 1.18% Add +7.4% 243,499 $41.8M
LaFleur & Godfrey LLC 6.16% Reduce -10.2% 242,857 $41.6M
Balyasny Asset Management L.P. 0.11% Add +348.1% 242,746 $41.6M
Evoke Wealth, LLC 1.24% New 242,521 $41.6M
Pittenger & Anderson Inc. 1.69% Add +0.5% 242,185 $41.5M
Palisade Asset Management, LLC 4.04% Add +6.4% 242,164 $41.5M
ClariVest Asset Management LLC 4.30% Reduce -70.3% 241,813 $41.5M
Alerus Financial NA 3.13% Reduce -6.0% 241,781 $41.5M
Meeder Advisory Services, Inc. 4.21% Add +1.4% 241,410 $41.4M
Leavell Investment Management, Inc. 2.39% Reduce -3.7% 241,017 $41.3M
Integrated Advisors Network LLC 2.11% Reduce -5.3% 240,860 $41.3M
Edgewood Management LLC 0.11% Reduce -1.3% 240,751 $41.3M
Forbes J M & Co. LLP 4.47% Reduce -0.9% 240,712 $41.3M
Klingman & Associates, LLC 2.97% Reduce -0.1% 240,426 $41.2M
Biondo Investment Advisors, LLC 6.37% Reduce -3.3% 240,375 $41.2M
Webster Bank, N. A. 4.60% Reduce -2.1% 239,967 $41.1M
Aljian Capital Management, LLC 15.27% Add +0.5% 239,686 $41.1M
Krilogy Financial LLC 3.15% Add +21.9% 239,518 $41.1M
Crawford Investment Counsel Inc. 0.76% Reduce -0.3% 238,146 $40.8M
Atlantic Union Bankshares Corp 3.43% Reduce -1.4% 237,717 $40.8M
Sound View Wealth Advisors Group, LLC 4.33% Reduce -15.6% 236,724 $40.6M
Amica Mutual Insurance Co. 4.12% Reduce -3.5% 235,965 $40.5M
DRW Securities, LLC 2.30% Add +295.0% 235,158 $40.3M
First Merchants Corp. 3.03% Add +5.1% 234,901 $40.3M
Certuity, LLC 3.56% Reduce -0.4% 234,443 $40.2M
Quest Investment Management LLC 4.49% Reduce -4.0% 234,229 $40.2M
Vancity Investment Management Ltd 4.79% Add +19.1% 234,190 $40.2M
Pinnacle Wealth Management Advisory Group, LLC 4.31% Reduce -1.4% 234,022 $40.1M
Kayne Anderson Rudnick Investment Management LLC 0.09% Add +4.6% 233,483 $40.0M
Quadrant Capital Group LLC 3.16% Reduce -5.4% 233,377 $40.0M
E Fund Management Co., Ltd. 2.48% Add +29.8% 233,255 $40.0M
Harbour Trust & Investment Management Co 5.01% Reduce -3.3% 232,940 $39.9M
Knights of Columbus Asset Advisors LLC 2.89% Reduce -18.1% 232,913 $39.9M
Vision Capital Management, Inc. 5.89% Reduce -1.9% 230,360 $39.5M
Flagship Harbor Advisors, LLC 2.54% Reduce -3.2% 230,127 $39.5M
Cowen and Company, LLC 1.56% Add +586.2% 229,968 $39.4M
Silicon Valley Capital Partners 5.87% Add +28.9% 229,441 $39.3M
Simon Quick Advisors, LLC 2.95% Add +4.8% 229,210 $39.3M
Heritage Trust Co 5.25% Reduce -0.3% 228,717 $39.2M
Elite Wealth Management, Inc. 9.54% Add +7.2% 228,564 $39.2M
Oakworth Capital, Inc. 2.94% Add +1.5% 227,647 $39.0M
Chicago Partners Investment Group LLC 1.66% Add +2.0% 233,759 $39.0M
BTC Capital Management, Inc. 3.56% — 227,336 $39.0M
Telos Capital Management, Inc. 4.40% Reduce -0.4% 227,333 $39.0M
Abbrea Capital, LLC 5.12% Reduce -0.6% 226,819 $38.9M
Cullen Investment Group, LTD. 6.12% Reduce -1.2% 230,026 $38.8M
Vantage Investment Partners, LLC 3.47% Add +21.2% 226,418 $38.8M
Procyon Advisors, LLC 2.99% Add +0.8% 225,497 $38.7M
Alps Advisors Inc. 0.27% Add +0.0% 225,441 $38.7M
Sfmg, LLC 3.32% Reduce -3.2% 225,415 $38.7M
Honeycomb Asset Management LP 7.41% New 225,000 $38.6M
Formidable Asset Management, LLC 6.29% Add +8.6% 224,934 $38.6M
Cercano Management LLC 1.08% Add +44.8% 224,728 $38.5M
Cornerstone Wealth Group, LLC 3.55% Add +49.2% 224,376 $38.5M
Fiduciary Group, LLC 4.20% Add +0.9% 224,356 $38.5M
CORDA Investment Management, LLC. 3.06% Reduce -1.5% 224,138 $38.4M
K.J. Harrison & Partners Inc 5.92% Reduce -0.8% 223,309 $38.3M
Mather Group, Llc. 0.60% Reduce -17.9% 197,342 $38.0M
TBH Global Asset Management, LLC 7.58% Add +6.6% 221,292 $37.9M
Schaper Benz & Wise Investment Counsel Inc. 3.16% Add +0.6% 221,143 $37.9M
TrinityBridge Ltd 1.39% Add +6.6% 221,086 $37.9M
Dixon Mitchell Investment Counsel Inc. 1.88% Reduce -0.4% 220,595 $37.8M
Spinnaker Trust 2.44% Add +3.5% 220,039 $37.7M
Hendershot Investments Inc. 5.38% Reduce -1.5% 219,598 $37.7M
One Wealth Advisors, LLC 6.54% Add +14.0% 219,114 $37.6M
Kintegral Advisory, LLC 3.75% Reduce -0.3% 218,950 $37.5M
Kovack Advisors, Inc. 4.54% Add +12.0% 218,770 $37.5M
Verdence Capital Advisors LLC 3.41% Reduce -2.6% 218,317 $37.4M
GYL Financial Synergies, LLC 2.93% Add +3.9% 218,222 $37.4M
Strategic Advisors LLC 7.38% Reduce -9.7% 218,217 $37.4M
Blue Investment Partners LLC 19.36% Reduce -0.7% 216,944 $37.2M
Csenge Advisory Group 2.08% Add +14.7% 216,873 $37.2M
Equitable Trust Co. 2.58% Add +6.0% 216,558 $37.1M
Community Bank & Trust, Waco, Texas 9.11% Reduce -0.6% 216,553 $37.1M
Compound Planning, Inc. 3.42% Add +13.3% 215,902 $37.0M
Estabrook Capital Management 5.70% Reduce -3.3% 214,393 $36.8M
CHURCHILL MANAGEMENT Corp 0.46% Add +12.8% 214,187 $36.7M
Blue Chip Partners, LLC 3.57% Reduce -3.5% 214,182 $36.7M
Cypress Capital Group 4.40% Reduce -1.8% 213,966 $36.7M
Renaissance Group LLC 1.39% Reduce -1.6% 213,959 $36.7M
Lake Street Private Wealth, LLC 5.08% Reduce -1.0% 213,357 $36.6M
Valley Wealth Managers, Inc. 2.75% Reduce -3.8% 213,019 $36.5M
Bristlecone Advisors, LLC 3.21% Reduce -1.8% 212,886 $36.5M
Tompkins Financial Corp. 4.13% Reduce -0.0% 212,812 $36.5M
Gladstone Institutional Advisory LLC 2.00% Reduce -15.7% 212,651 $36.5M
Physicians Financial Services, Inc. 12.84% Reduce -0.0% 212,590 $36.5M
Thompson Siegel & Walmsley LLC 0.56% Reduce -11.5% 212,531 $36.4M
Trust Co. of Toledo NA 5.68% Add +1.4% 211,965 $36.3M
Ironwood Financial, llc 8.35% Reduce -2.7% 211,735 $36.3M
MainStreet Investment Advisors LLC 4.36% Reduce -7.1% 211,617 $36.3M
Petredis Investment Advisors LLC 4.35% Add +2.2% 211,396 $36.3M
Secure Asset Management, LLC 8.47% Reduce -1.8% 210,056 $36.0M
American Assets Investment Management, LLC 3.43% No change 210,000 $36.0M
Rossmore Private Capital 4.71% Reduce -4.7% 209,586 $35.9M
Baltimore-Washington Financial Advisors, Inc. 2.28% Add +1.9% 209,424 $35.9M
Lake Street Advisors Group, LLC 1.68% Add +0.8% 209,343 $35.9M
Graypoint LLC 2.60% Add +3.9% 209,327 $35.9M
JGP Wealth Management, LLC 5.20% Reduce -1.5% 208,931 $35.8M
BBR Partners, LLC 2.87% Add +39.6% 208,723 $35.8M
WMS Partners, LLC 2.46% Reduce -9.3% 208,591 $35.8M
Oak Grove Capital LLC 10.05% Reduce -3.2% 208,582 $35.8M
Rheos Capital Works Inc. 1.71% Add +105.7% 208,200 $35.7M
Zega Financial, LLC 15.42% Reduce -16.4% 207,968 $35.7M
Waldron Private Wealth LLC 1.61% Reduce -7.0% 207,869 $35.6M
Resources Management Corp. /CT/ 5.21% Reduce -3.5% 207,819 $35.6M
Culbertson A N & Co. Inc. 6.15% Reduce -1.7% 207,727 $35.6M
Avior Wealth Management, LLC 1.65% Add +24.5% 207,788 $35.6M
Schonfeld Strategic Advisors LLC 0.28% Add +125.7% 207,164 $35.5M
Farther Finance Advisors, LLC 2.16% Add +4.2% 208,667 $35.5M
Greenwood Gearhart LLC 3.46% Add +0.8% 206,843 $35.5M
Fagan Associates, Inc. 6.64% Reduce -1.1% 206,822 $35.5M
Octavia Wealth Advisors, LLC 5.24% Reduce -0.9% 206,804 $35.5M
Visionary Wealth Advisors 2.39% Reduce -0.3% 206,163 $35.4M
CRA Financial Services, LLC 7.68% Reduce -0.3% 206,107 $35.3M
Steigerwald, Gordon & Koch Inc. 4.39% Reduce -2.1% 205,916 $35.3M
Blue Fin Capital, Inc. 7.86% Reduce -0.8% 205,692 $35.3M
Generate Investment Management Ltd 2.77% Add +30.3% 205,662 $35.3M
Greenwich Wealth Management LLC 2.80% Reduce -0.2% 205,299 $35.2M
Executive Wealth Management, LLC 3.08% Reduce -3.6% 206,904 $35.2M
Pacific Global Investment Management Co. 6.72% Reduce -2.2% 205,076 $35.2M
Private Advisory Group LLC 5.00% Add +51.1% 204,342 $35.0M
Madison Asset Management, LLC 0.43% Reduce -5.8% 203,796 $34.9M
Fidelis Capital Partners, LLC 5.30% Add +16.2% 203,538 $34.9M
GM Advisory Group, LLC 2.45% Reduce -3.3% 203,513 $34.9M
Nemes Rush Group LLC 5.00% Add +0.8% 203,431 $34.9M
Harvest Portfolios Group Inc. 1.36% Add +11.9% 203,347 $34.9M
First American Trust, FSB 3.64% Add +1.9% 202,514 $34.7M
Keystone Financial Group 5.07% Add +4.7% 202,102 $34.7M
Wealthcare Advisory Partners LLC 1.14% Add +39.8% 201,982 $34.6M
Pallas Capital Advisors LLC 1.44% Add +5.8% 201,516 $34.6M
Skylands Capital, LLC 4.76% Reduce -1.8% 201,125 $34.5M
Applied Finance Capital Management, LLC 2.42% Add +18.6% 201,122 $34.5M
Naples Global Advisors, LLC 3.53% Reduce -0.2% 200,864 $34.4M
CSM Advisors, LLC 2.27% Reduce -7.6% 200,795 $34.4M
Ascent Group, LLC 3.03% Add +4.1% 200,504 $34.4M
Zhang Financial LLC 2.52% Add +7.7% 198,743 $34.1M
Affinity Capital Advisors, LLC 7.59% Reduce -6.1% 198,717 $34.1M
Berkley W R Corp. 2.13% Add +100.2% 198,600 $34.1M
Seizert Capital Partners, LLC 1.57% Add +0.8% 198,562 $34.0M
Jackson Wealth Management, LLC 4.24% Add +2.5% 197,961 $33.9M
Winslow Asset Management Inc. 6.38% Reduce -0.0% 197,586 $33.9M
Bridgeway Capital Management, LLC 0.69% Add +6.2% 197,578 $33.9M
Avantax Planning Partners, Inc. 1.10% Add +15.5% 197,471 $33.9M
Wedgewood Partners Inc. 6.77% Reduce -1.2% 178,374 $33.8M
Griffin Asset Management, Inc. 4.03% Add +2.6% 197,080 $33.8M
Cypress Funds LLC 3.61% Reduce -20.9% 196,332 $33.7M
Douglas Lane & Associates, LLC 0.48% Reduce -3.5% 196,071 $33.6M
Sumitomo Life Insurance Co. 0.87% Reduce -17.1% 195,187 $33.6M
Edge Wealth Management LLC 7.06% Reduce -0.3% 195,883 $33.6M
Cadence Bank 2.44% Add +0.8% 195,726 $33.6M
Capital International Sarl 1.11% Add +22.6% 195,471 $33.5M
Ycg, LLC 2.66% Add +14.5% 196,487 $33.5M
Annex Advisory Services, LLC 1.19% Reduce -4.2% 194,808 $33.4M
Cascade Financial Partners, LLC 4.81% — 189,141 $33.4M
Coastline Trust Co 4.03% Add +6.5% 194,472 $33.3M
Spear Holdings RSC Ltd 5.78% — 193,900 $33.2M
SP Asset Management LLC 3.09% Add +0.6% 193,732 $33.2M
Texas Yale Capital Corp. 1.47% Add +0.0% 193,679 $33.2M
Rice Partnership, LLC 7.81% Reduce -3.3% 193,260 $33.1M
Apexium Financial, LP 2.51% Reduce -44.4% 192,951 $33.1M
Shufro Rose & Co. LLC 2.74% Add +0.9% 192,928 $33.1M
Avitas Wealth Management LLC 5.02% Reduce -1.6% 192,683 $33.0M
American National Bank & Trust 4.37% Add +14.2% 192,245 $33.0M
Wedmont Private Capital 2.41% Add +0.6% 194,179 $32.9M
Invictus Private Wealth, LLC 2.92% Reduce -1.7% 192,112 $32.9M
NORTHSTAR ASSET MANAGEMENT Co 8.05% Reduce -1.9% 190,447 $32.7M
Valmark Advisers, Inc. 0.57% Add +6.9% 190,376 $32.6M
Stewart & Patten Co. LLC 4.86% Reduce -1.4% 189,580 $32.5M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.17% Reduce -3.6% 189,369 $32.5M
Washington Trust Bank 3.09% Reduce -0.6% 189,025 $32.4M
EverSource Wealth Advisors, LLC 2.54% Add +12.5% 189,604 $32.3M
Avidian Wealth Enterprises, LLC 1.73% Add +2.7% 188,257 $32.3M
Lanark Financial, Inc. 3.03% Reduce -1.1% 187,912 $32.2M
Ramsay, Stattman, Vela & Price, Inc. 6.17% Reduce -2.5% 187,750 $32.2M
Cassaday & Co Wealth Management LLC 1.05% Reduce -3.4% 187,700 $32.2M
Saybrook Capital 8.49% Reduce -1.2% 187,545 $32.2M
L.M. Kohn & Company 9.03% Add +0.0% 187,406 $32.1M
Nations Financial Group Inc, /Ia/ 2.70% Reduce -3.5% 186,986 $32.1M
NZS Capital, LLC 1.33% Reduce -20.0% 186,600 $32.0M
United Bank 3.82% Reduce -11.5% 186,501 $32.0M
Arthur M. Cohen & Associates, LLC 6.75% Reduce -2.0% 186,783 $32.0M
WestEnd Advisors, LLC 0.83% Reduce -1.6% 186,359 $32.0M
Buckingham Capital Management, Inc. 3.92% Add +3.6% 186,336 $32.0M
Trybe Capital Management LP 11.64% Add +136.5% 186,042 $31.9M
Nilsine Partners, LLC 4.35% Add +10.1% 185,874 $31.9M
Boston Common Asset Management, LLC 0.76% Reduce -3.7% 185,818 $31.9M
Sandbox Financial Partners, LLC 13.37% Reduce -4.5% 185,630 $31.8M
Aire Advisors, LLC 7.17% Add +67.0% 185,437 $31.8M
Forvis Mazars Wealth Advisors, LLC 0.81% Add +1.1% 185,058 $31.7M
DDD Partners, LLC 3.87% Add +0.1% 184,878 $31.7M
SignalPoint Asset Management, LLC 8.64% Add +0.3% 183,197 $31.4M
Novo Holdings A/S 2.16% Reduce -17.4% 182,960 $31.4M
Qtron Investments LLC 4.44% Add +7.0% 182,800 $31.3M
ARS Wealth Advisors Group, LLC 4.23% Add +0.3% 182,753 $31.3M
J.P. Marvel Investment Advisors, LLC 5.41% Reduce -12.7% 182,319 $31.3M
MayTech Global Investments, LLC 5.11% Add +9.5% 182,115 $31.2M
Woodstock Corp. 3.21% Reduce -1.1% 180,810 $31.0M
Parcion Private Wealth LLC 2.73% Reduce -10.2% 180,795 $31.0M
Novare Capital Management LLC 2.79% Add +3.9% 179,969 $30.9M
WP Advisors, LLC 10.12% Reduce -1.2% 179,825 $30.8M
Woodmont Investment Counsel LLC 2.60% Add +2.2% 179,821 $30.8M
Checchi Capital Advisers, LLC 2.41% Reduce -0.6% 179,705 $30.8M
Bank of Hawaii 1.50% Add +2.5% 179,307 $30.7M
Rothschild Capital Partners, LLC 8.93% Reduce -0.6% 179,252 $30.7M
McKinley Capital Management LLC 3.69% Reduce -12.6% 179,215 $30.7M
Legacy Private Trust Co. 2.25% Reduce -0.5% 179,212 $30.7M
Sage Capital Advisors,llc 8.91% Reduce 0.0% 179,146 $30.7M
Soltis Investment Advisors LLC 3.44% Reduce -4.5% 179,068 $30.7M
GHP Investment Advisors, Inc. 1.52% Reduce -2.6% 179,059 $30.7M
JLB & Associates Inc. 4.08% Reduce -2.3% 178,914 $30.7M
Barr E S & Co. 2.00% Reduce -3.0% 178,540 $30.6M
Lyell Wealth Management, LP 3.11% Add +0.1% 178,192 $30.6M
Americana Partners, LLC 2.55% Add +0.8% 178,062 $30.5M
PFG Advisors 2.23% Reduce -1.8% 177,920 $30.5M
FourThought Financial Partners, LLC 3.50% Add +0.7% 177,904 $30.5M
TruWealth Advisors, LLC 2.12% Add +2.7% 177,414 $30.4M
Junto Capital Management LP 0.67% New 176,898 $30.3M
World Equity Group, Inc. 6.23% Reduce -26.6% 176,832 $30.3M
Capital Analysts, LLC 1.41% Add +0.2% 176,719 $30.3M
Montanova Capital, LLC 1.28% New 176,680 $30.3M
Venturi Wealth Management, LLC 1.94% Add +1.9% 176,466 $30.3M
River Wealth Advisors LLC 4.40% Add +0.6% 176,429 $30.3M
Westchester Capital Management, Inc. 7.57% Add +0.4% 175,926 $30.2M
Campbell Capital Management Inc. 13.29% Add +0.8% 175,870 $30.2M
Pure Financial Advisors, LLC 0.94% Add +14.9% 175,748 $30.1M
&partners 4.15% Add +112.5% 175,515 $30.1M
Folger Nolan Fleming Douglas Capital Management, Inc. 3.07% Reduce -0.4% 175,457 $30.1M
Dorsey & Whitney Trust CO LLC 2.05% Reduce -1.7% 174,888 $30.0M
WCG Wealth Advisors LLC 2.50% Reduce -23.6% 174,727 $30.0M
Engineers Gate Manager LP 0.79% Add +407.4% 174,126 $29.9M
Azzad Asset Management Inc. 3.48% Add +1.1% 174,052 $29.8M
Nishkama Capital, LLC 3.40% New 174,016 $29.8M
Miller Wealth Advisors, LLC 17.78% Reduce -5.1% 173,668 $29.8M
Geneos Wealth Management Inc. 1.36% Reduce -4.9% 173,470 $29.7M
CoreCap Advisors, LLC 1.57% Add +5.4% 173,360 $29.7M
Schnieders Capital Management LLC 6.15% Reduce -5.0% 172,344 $29.6M
Shared Vision Wealth Group LLC 18.44% Reduce -0.4% 172,220 $29.5M
Schwerin Boyle Capital Management Inc. 2.94% Reduce -0.3% 172,115 $29.5M
Pennsylvania Capital Management Inc. 12.20% Reduce -11.5% 171,903 $29.5M
Bison Wealth, LLC 4.79% Add +0.1% 171,863 $29.5M
Zullo Investment Group, Inc. 13.81% Add +0.7% 171,847 $29.5M
Solidarity Wealth, LLC 9.16% Add +8.6% 170,740 $29.3M
Berger Financial Group, Inc 2.41% Reduce -0.1% 170,655 $29.3M
Journey Advisory Group, LLC 3.61% Reduce -0.1% 170,453 $29.2M
Bedell Frazier Investment Counselling, LLC 7.30% Reduce -3.8% 170,369 $29.2M
Good Life Advisors, LLC 2.59% Reduce -1.1% 170,252 $29.2M
Sittner & Nelson, LLC 14.69% Reduce -0.7% 170,084 $29.2M
M&R Capital Management Inc. 7.14% Reduce -8.3% 169,877 $29.1M
Waycross Partners, LLC 5.01% Add +5.4% 169,786 $29.1M
RFG Advisory, LLC 0.99% Reduce -1.1% 169,610 $29.1M
Trust Asset Management LLC 2.55% Reduce -0.1% 169,512 $29.1M
Kennedy Capital Management LLC 0.60% Add +331.1% 169,121 $29.0M
Parkside Financial Bank & Trust 4.67% Add +3.0% 169,074 $29.0M
TCV Trust & Wealth Management, Inc. 2.77% Reduce -2.0% 168,603 $28.9M
Penn Davis McFarland Inc. 4.49% Reduce -14.5% 168,469 $28.9M
1ST Source Bank 1.68% Reduce -5.2% 168,247 $28.9M
Perennial Investment Advisors, LLC 4.39% Reduce -2.4% 168,230 $28.8M
Cozad Asset Management Inc. 3.00% Add +0.9% 168,081 $28.8M
Buckley Wealth Management, LLC 9.23% Reduce -0.5% 167,778 $28.8M
Connors Investor Services Inc. 3.03% Reduce -6.2% 167,743 $28.8M
Cumberland Partners Ltd 2.09% Add +7.6% 167,563 $28.7M
Westmount Partners, LLC 10.32% Reduce -0.4% 167,362 $28.7M
German American Bancorp, Inc. 3.45% Reduce -12.9% 167,231 $28.7M
Waters Parkerson & Co., LLC 1.47% Reduce -0.6% 167,070 $28.6M
One River Asset Management, LLC 8.97% Add +90386.4% 166,495 $28.6M
Smith, Moore & Co. 3.04% Reduce -0.5% 166,413 $28.5M
Godsey & Gibb, Inc. 3.00% Reduce -0.1% 166,211 $28.5M
SageView Advisory Group, LLC 1.44% Reduce -11.3% 166,193 $28.5M
Hunter Associates Investment Management LLC 4.79% Add +1.8% 166,118 $28.5M
Wintrust Investments LLC 2.51% Reduce -10.4% 165,811 $28.4M
Callahan Advisors, LLC 2.98% Reduce -6.6% 165,617 $28.4M
Winning Points Advisors, LLC 43.70% No change 147,299 $28.4M
Capstone Financial Advisors, Inc. 1.91% Reduce -1.0% 165,354 $28.4M
Progressive Investment Management Corp 7.78% Reduce -15.8% 165,346 $28.4M
Baader Bank Aktiengesellschaft 2.31% Add +47.1% 165,057 $28.3M
Peachtree Investment Partners, LLC 11.43% Reduce -8.0% 164,869 $28.3M
Nadler Financial Group, Inc. 3.48% Reduce -1.1% 164,480 $28.2M
Kelly Lawrence W & Associates Inc. 6.51% Reduce -8.3% 164,459 $28.2M
HughesLittle Investment Management Ltd. 6.17% Reduce -12.1% 164,006 $28.1M
M Holdings Securities, Inc. 4.73% Reduce -16.1% 163,944 $28.1M
Mill Creek Capital Advisors, LLC 0.76% Reduce -14.0% 163,561 $28.0M
Grove Bank & Trust 4.72% Reduce -5.3% 163,514 $28.0M
DE Burlo Group Inc. 3.71% Reduce -6.4% 163,123 $28.0M
Graves Light Lenhart Wealth, Inc. 3.24% Reduce -2.9% 163,032 $28.0M
Mitchell Capital Management Co. 5.36% Reduce -4.9% 162,905 $27.9M
Cabot Wealth Management Inc. 3.65% Add +0.1% 162,813 $27.9M
Staley Capital Advisers Inc. 1.30% Reduce -0.0% 162,799 $27.9M
Westwood Wealth Management 13.69% Add +7.3% 162,748 $27.9M
Draper Asset Management, LLC 24.38% Reduce -4.3% 164,566 $27.8M
Linscomb Wealth, Inc. 1.43% Reduce -0.9% 162,087 $27.8M
Pitcairn Co. 1.80% Reduce -1.0% 161,922 $27.8M
Northstar Group, Inc. 5.67% Reduce -2.1% 161,885 $27.8M
Condor Capital Management 2.72% Reduce -2.6% 161,881 $27.8M
Knuff & Co LLC 9.32% Reduce -0.7% 161,650 $27.7M
LM Advisors LLC 4.87% Add +51.1% 161,507 $27.7M
West Coast Financial LLC 3.36% Reduce -0.4% 161,315 $27.7M
Conway Capital Management, Inc. 15.46% Reduce -2.9% 161,172 $27.6M
Kavar Capital Partners Group, LLC 5.10% Reduce -47.8% 161,104 $27.6M
Principal Securities, Inc. 0.86% Add +8.6% 160,784 $27.6M
Cape Cod Five Cents Savings Bank 2.65% Reduce -1.5% 160,264 $27.5M
Private Trust Co. NA 2.96% Reduce -1.5% 159,599 $27.4M
Wittenberg Investment Management, Inc. 9.43% No change 159,585 $27.4M
Group One Trading LLC 0.97% Reduce -26.3% 159,536 $27.4M
Schmidt P J Investment Management Inc. 5.15% Add +1.2% 159,171 $27.3M
Kiley Juergens Wealth Management, LLC 8.44% Reduce -1.8% 159,092 $27.3M
Goelzer Investment Management, Inc. 1.54% Add +3.6% 158,699 $27.2M
Sompo Asset Management Co., Ltd. 4.45% Add +5.0% 158,664 $27.2M
Arvest Trust Co. N A 1.54% Add +8.2% 158,222 $27.1M
Core Alternative Capital 4.85% Reduce -2.1% 157,924 $27.1M
Caxton Associates LP 1.84% Add +97.3% 157,833 $27.1M
Clarkston Capital Partners, LLC 0.48% Reduce -0.4% 157,794 $27.1M
First National Bank & Trust Co. of Newtown 5.47% Reduce -0.9% 157,263 $27.0M
South Street Advisors LLC 4.30% Add +0.5% 157,217 $27.0M
Capital Investment Advisory Services, LLC 2.89% Add +0.1% 157,141 $26.9M
Centaurus Financial, Inc. 1.89% Add +9.3% 157,132 $26.9M
Winthrop Advisory Group LLC 3.87% Reduce -1.3% 156,179 $26.8M
TrinityPoint Wealth, LLC 4.43% Reduce -9.0% 156,039 $26.8M
Summit Financial, LLC 1.59% Reduce -7.6% 155,984 $26.7M
Oak Asset Management, LLC 9.98% Add +1.0% 155,643 $26.7M
Bordeaux Wealth Advisors LLC 8.84% Reduce -33.6% 154,869 $26.6M
Marietta Investment Partners LLC 5.80% Reduce -5.6% 154,733 $26.5M
Cigna Investments Inc. 5.03% Reduce -2.9% 154,632 $26.5M
Hutchinson Capital Management 5.37% Add +0.2% 154,585 $26.5M
GLOBALT Investments LLC / GA 1.06% Reduce -22.5% 154,572 $26.5M
Schwarz Dygos Wheeler Investment Advisors LLC 7.52% Reduce -3.5% 154,523 $26.5M
SevenBridge Financial Group, LLC 6.00% Reduce -1.8% 144,419 $26.5M
CreativeOne Wealth, LLC 1.06% Add +58.6% 154,434 $26.5M
TRUE Private Wealth Advisors 3.03% Reduce -5.7% 154,177 $26.4M
West Branch Capital LLC 10.66% Add +8.6% 154,084 $26.4M
Strategic Blueprint, LLC 1.87% Reduce -0.0% 153,928 $26.4M
Jag Capital Management, LLC 3.74% Reduce -26.7% 153,817 $26.4M
UG Investment Advisers Ltd. 8.76% New 152,995 $26.2M
Missouri Trust & Investment Co 10.11% Reduce -5.1% 152,824 $26.2M
Rehmann Capital Advisory Group 1.95% Reduce -0.5% 152,677 $26.2M
Sargent Investment Group, LLC 5.74% Reduce -12.5% 152,624 $26.2M
First Financial Bank - Trust Division 2.51% Reduce -10.6% 152,455 $26.1M
Segment Wealth Management, LLC 1.99% Add +5.1% 152,388 $26.1M
Terril Brothers, Inc. 8.99% Reduce -0.0% 152,010 $26.1M
Abacus FCF Advisors LLC 6.52% Add +8.6% 151,994 $26.1M
Leo Wealth, LLC 2.67% Add +2.3% 152,562 $26.0M
United Asset Strategies, Inc. 2.59% Reduce -3.0% 151,370 $26.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3.07% Add +75.2% 151,359 $26.0M
Quadrant Private Wealth Management, LLC 6.57% Add +1.5% 151,362 $26.0M
Greenwood Capital Associates LLC 3.45% Reduce -4.1% 151,289 $25.9M
Guinness Asset Management LTD 0.54% Add +9.2% 151,226 $25.9M
Chemistry Wealth Management LLC 6.99% Reduce -1.2% 151,183 $25.9M
Trajan Wealth LLC 1.75% — 150,955 $25.9M
Anderson Hoagland & Co. 2.90% Reduce -0.9% 154,246 $25.9M
Ostrum Asset Management 2.05% Reduce -9.4% 150,899 $25.9M
Smithbridge Asset Management Inc. 5.33% Reduce -4.5% 150,620 $25.8M
Te Ahumairangi Investment Management Ltd 4.48% Add +15.7% 150,505 $25.8M
BetterWealth, LLC 8.40% Reduce -1.9% 150,388 $25.8M
Signet Financial Management, LLC 3.54% Reduce 0.0% 150,365 $25.8M
Capital Asset Advisory Services LLC 1.48% Add +5.7% 152,034 $25.8M
Mechanics Bank Trust Department 3.78% Reduce -0.4% 150,245 $25.8M
Moody National Bank Trust Division 2.03% Add +0.6% 150,242 $25.8M
OMC Financial Services LTD 13.08% — 150,178 $25.8M
Sander Capital Advisors Inc. 12.56% Reduce -8.8% 150,043 $25.7M
Country Club Bank 1.81% Reduce -1.2% 149,912 $25.7M
Bluespring Wealth Management, LLC 2.82% Reduce -0.9% 149,898 $25.7M
Concord Investment Counsel Inc. 9.28% — 149,879 $25.7M
Hemington Wealth Management 9.31% Add +1.5% 149,874 $25.7M
Realta Investment Advisors 5.30% Reduce -4.2% 149,814 $25.7M
Confluence Wealth Services, Inc. 2.27% Add +4.2% 149,752 $25.7M
Norman Fields, Gottscho Capital Management, LLC 9.55% Reduce -1.9% 149,527 $25.6M
Diamant Asset Management, Inc. 17.80% Reduce -0.8% 149,524 $25.6M
Bennett Selby Investments LP 11.96% Add +0.6% 149,513 $25.6M
Knollwood Investment Advisory, LLC 4.62% No change 148,955 $25.5M
Lazari Capital Management, Inc. 13.85% Reduce -5.0% 148,764 $25.5M
Valley National Advisers Inc. 3.85% Reduce -14.1% 148,618 $25.5M
CX Institutional 1.23% Add +35.1% 148,550 $25.5M
Nicolet Advisory Services, LLC 2.59% Reduce -1.0% 150,090 $25.5M
Harbor Advisors LLC 4.67% No change 148,400 $25.4M
Litman Gregory Wealth Management LLC 2.30% Add +0.9% 148,198 $25.4M
Manitou Investment Management Ltd. 5.09% Add +0.1% 148,189 $25.4M
Greatmark Investment Partners, Inc. 3.62% Add +0.2% 147,723 $25.3M
Hilltop Holdings Inc. 2.81% Reduce -7.0% 147,544 $25.3M
Howe & Rusling Inc. 2.42% Add +1.5% 147,539 $25.3M
Zevin Asset Management LLC 4.21% Add +1.6% 147,468 $25.3M
Fiduciary Alliance LLC 4.45% Reduce -3.3% 148,250 $25.2M
Mitchell McLeod Pugh & Williams Inc. 6.04% Reduce -2.2% 146,440 $25.1M
Rowlandmiller & Partners.adv 5.29% Add +0.3% 146,117 $25.1M
Gryphon Financial Partners LLC 4.26% Reduce -1.0% 145,972 $25.0M
Somerville Kurt F 4.28% Add +0.0% 145,963 $25.0M
Ardent Capital Management, Inc. 12.56% Add +0.0% 145,864 $25.0M
Koshinski Asset Management, Inc. 2.56% Add +8.5% 145,513 $25.0M
McKinley Carter Wealth Services, Inc. 1.67% Add +2.4% 145,632 $25.0M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 6.14% Reduce -2.7% 145,039 $24.9M
IFG Advisory, LLC 1.86% Reduce -4.1% 145,031 $24.9M
Clarius Group, LLC 1.72% Reduce -0.3% 144,941 $24.9M
Sowa Financial Group, Inc. 20.28% No change 129,069 $24.9M
Ascent Wealth Partners, LLC 3.69% Reduce -5.5% 144,872 $24.8M
Sand Hill Global Advisors, LLC 1.18% Reduce -5.8% 144,572 $24.8M
Foster Group, Inc. 1.23% Reduce -0.6% 144,556 $24.8M
American Money Management, LLC 5.15% Reduce -0.8% 144,085 $24.7M
First Trust Investment Solutions L.P. 4.36% Add +17.4% 144,077 $24.7M
Hilton Capital Management, LLC 2.21% Reduce -2.0% 143,840 $24.7M
James Investment Research, Inc. 2.93% Reduce -5.7% 143,557 $24.6M
Dundas Partners LLP 1.94% No change 143,464 $24.6M
Covington Investment Advisors Inc. 4.01% Add +0.1% 143,446 $24.6M
Hayek Kallen Investment Management 9.42% Reduce -0.5% 143,338 $24.6M
Sterling Investment Advisors, Ltd. 6.91% Reduce -1.7% 143,289 $24.6M
Front Row Advisors LLC 9.11% Reduce -0.4% 143,238 $24.6M
Martin Capital Advisors, LLP 19.17% Reduce -0.7% 142,502 $24.4M
MIdWestOne Financial Group, Inc. 4.37% Reduce -2.0% 141,912 $24.3M
Howard Financial Services, LTD. 4.19% Add +36.9% 141,718 $24.3M
Hills Bank & Trust Co 2.06% Reduce -3.3% 141,382 $24.2M
Cooper Financial Group 3.97% Reduce -3.9% 140,992 $24.2M
Kidder Stephen W 7.71% Reduce -3.3% 140,962 $24.2M
Inscription Capital, LLC 3.99% Add +17.2% 140,950 $24.2M
GAMCO Investors 0.24% Reduce -10.9% 140,851 $24.2M
Regal Investment Advisors LLC 1.65% Reduce -3.0% 140,633 $24.1M
Whalerock Point Partners, LLC 6.80% Reduce -3.4% 140,326 $24.1M
Bridgewater Advisors Inc. 3.60% Add +0.1% 140,304 $24.1M
Leonteq Securities AG 3.24% Reduce -15.2% 140,124 $24.0M
Laurel Wealth Advisors LLC 4.12% Add +1.7% 139,976 $24.0M
Fortitude Family Office, LLC 16.14% Reduce -4.2% 139,964 $24.0M
Intrust Bank NA 2.57% Reduce -4.4% 139,730 $24.0M
Wellington Shields Capital Management, LLC 4.51% Reduce -2.4% 139,593 $23.9M
Syon Capital LLC 2.26% Add +3.2% 139,335 $23.9M
Callan Capital, LLC 2.10% Add +1.1% 139,307 $23.9M
Matrix Asset Advisors Inc. 2.86% Add +0.3% 139,292 $23.9M
Embree Financial Group 4.68% Reduce -3.5% 139,225 $23.9M
Galvin, Gaustad & Stein, LLC 2.23% Add +18.2% 139,125 $23.9M
Resolute Wealth Strategies, LLC 14.45% Reduce -1.0% 139,079 $23.8M
Fairview Capital Investment Management, LLC 1.34% Add +1.4% 138,900 $23.8M
Segall Bryant & Hamill, LLC 0.45% Reduce -2.1% 138,865 $23.8M
Clarity Financial LLC 3.69% Add +15.5% 138,700 $23.8M
Lodestar Private Asset Management LLC 3.39% Reduce -3.4% 138,423 $23.7M
JCIC Asset Management Inc. 9.78% Add +0.2% 138,472 $23.7M
Canandaigua National Bank & Trust Co. 3.52% Reduce -1.9% 138,265 $23.7M
Princeton Capital Management LLC 8.54% Reduce -3.7% 138,034 $23.7M
NTV Asset Management LLC 3.60% Reduce -1.0% 137,912 $23.6M
Monetary Management Group Inc. 6.59% Reduce -1.1% 137,898 $23.6M
Advisor OS, LLC 2.71% Reduce -9.6% 137,664 $23.6M
Gilliland Jeter Wealth Management LLC 8.22% Reduce -1.0% 137,534 $23.6M
GPS Wealth Strategies Group, LLC 3.82% Reduce -0.3% 137,473 $23.6M
Arjuna Capital 6.68% Add +2.5% 137,393 $23.6M
Occidental Asset Management, LLC 4.39% Add +12.4% 136,901 $23.5M
CapWealth Advisors, LLC 2.62% Reduce -22.9% 136,309 $23.4M
Hamilton Capital Partners Inc. 2.82% Add +85.4% 136,111 $23.3M
Bourne Lent Asset Management Inc. 9.41% Add +0.3% 136,067 $23.3M
Benin Management CORP 7.37% Add +0.8% 135,944 $23.3M
CIC Wealth, LLC 6.78% Reduce -4.1% 135,875 $23.3M
PKO Investment Management Joint-Stock Co 2.77% Add +9.8% 135,000 $23.3M
Ironwood Investment Counsel, LLC 4.05% Reduce -0.1% 135,521 $23.2M
NWF Advisory Services Inc. 3.88% Reduce -1.4% 135,450 $23.2M
Semus Wealth Partners LLC 19.55% Reduce -0.4% 135,364 $23.2M
Orange Investment Advisors, Inc. 2.78% Add +2.1% 135,149 $23.2M
Augustine Asset Management Inc. 9.66% Reduce -1.6% 135,129 $23.2M
L & S Advisors Inc 2.95% Add +12.9% 134,680 $23.1M
First National Advisers, LLC 5.17% Add +28.9% 135,904 $23.1M
Hoertkorn Richard Charles 9.91% Reduce -1.2% 134,594 $23.1M
XML Financial, LLC 2.36% Reduce -6.7% 134,492 $23.1M
Oxford Financial Group, LTD. LLC 1.60% Add +0.5% 134,403 $23.0M
Steele Capital Management, Inc. 1.32% Add +0.2% 134,126 $23.0M
1834 Investment Advisors Co. 2.73% Reduce -7.4% 133,847 $23.0M
FAS Wealth Partners, Inc. 2.03% Reduce -6.2% 133,710 $22.9M
City Holding Co. 3.44% Reduce -0.7% 133,559 $22.9M
Premier Path Wealth Partners, LLC 4.31% Reduce -2.2% 133,480 $22.9M
Centre Asset Management, LLC 5.45% Reduce -9.0% 133,117 $22.8M
Chickasaw Capital Management LLC 1.09% Add +2.4% 132,922 $22.8M
Lombard Odier Asset Management (Europe) Ltd 2.24% Reduce -14.9% 132,892 $22.8M
Founders Financial Alliance, LLC 6.83% Add +1.0% 132,730 $22.8M
Alley Investment Management Company, LLC 3.13% Reduce -2.9% 132,712 $22.8M
Formuepleje A/S 1.29% Reduce -43.2% 132,633 $22.7M
Abner Herrman & Brock LLC 2.84% Reduce -5.7% 132,423 $22.7M
Bowie Capital Management, LLC 1.87% Add +43.0% 132,324 $22.7M
Cypress Wealth Services, LLC 5.27% Reduce -0.6% 131,976 $22.6M
IPG Investment Advisors LLC 4.94% Reduce -19.8% 131,896 $22.6M
JB Capital LLC 1.50% Add +12.0% 131,787 $22.6M
CFO4Life Group, LLC 4.10% Reduce -2.5% 131,636 $22.6M
LSV Asset Management 0.05% No change 131,500 $22.6M
Southland Equity Partners LLC 6.32% Add +0.1% 131,197 $22.5M
Pettyjohn, Wood & White, Inc. 4.47% Add +0.7% 131,070 $22.5M
Colonial Trust Co / SC 4.21% Reduce -2.7% 131,030 $22.5M
Addenda Capital Inc. 0.85% Reduce -6.0% 130,868 $22.4M
Allen Mooney & Barnes Investment Advisors LLC 4.30% Reduce -28.0% 127,987 $22.4M
LVW Advisors, LLC 3.79% Reduce -1.0% 130,470 $22.4M
Spirepoint Private Client, LLC 3.41% — 130,450 $22.4M
True North Advisors, LLC 6.16% Reduce -3.8% 130,201 $22.3M
Onex Canada Asset Management Inc. 2.23% Reduce -9.8% 130,021 $22.3M
Perennial Advisors, LLC 5.19% Reduce -1.1% 130,007 $22.3M
Nicollet Investment Management, Inc. 8.22% Reduce -2.2% 129,885 $22.3M
CCM Investment Advisers LLC 2.67% Reduce -1.9% 129,794 $22.3M
Harris Associates (Oakmark Funds) 0.04% Reduce -6.3% 129,769 $22.3M
1776 Wealth LLC 10.53% Reduce 0.0% 129,747 $22.2M
Legacy Capital Group California, Inc. 8.21% Reduce -3.3% 129,671 $22.2M
Lombard Odier Asset Management (USA) Corp 3.28% Add +291.9% 129,547 $22.2M
JFS Wealth Advisors, LLC 1.76% Reduce -2.8% 129,475 $22.2M
Selway Asset Management 8.90% Reduce -0.6% 129,449 $22.2M
TCI Wealth Advisors, Inc. 2.19% Add +2.4% 129,356 $22.2M
Tyche Wealth Partners LLC 5.43% Reduce -5.6% 129,327 $22.2M
Horiko Capital Management LLC 6.78% Add +5.2% 129,319 $22.2M
Grand Jean Capital Management Inc. 5.85% Reduce -0.6% 129,286 $22.2M
Oak Harvest Investment Services 3.68% Add +11.4% 129,156 $22.1M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.92% Add +119.2% 129,035 $22.1M
Atwood & Palmer Inc. 1.68% Add +0.7% 128,916 $22.1M
Quent Capital, LLC 2.58% Add +3.9% 128,908 $22.1M
Bensler, LLC 3.20% Add +2.4% 128,860 $22.1M
Continuum Advisory, LLC 3.31% Reduce -8.7% 119,641 $22.1M
Sigma Investment Counselors Inc. 1.42% Reduce -1.8% 128,646 $22.1M
Sanders Morris Harris LLC 4.05% Add +46.2% 128,512 $22.0M
Blue Trust, Inc. 0.31% Add +0.9% 128,418 $22.0M
Simmons Bank 1.65% Add +0.5% 128,324 $22.0M
Vest Financial, LLC 0.58% New 128,275 $22.0M
New Hampshire Trust 5.13% Reduce -6.6% 128,068 $22.0M
Liontrust Investment Partners LLP 0.31% Add +62.0% 128,000 $21.9M
Legacy Advisors, LLC 2.77% Reduce -1.5% 127,852 $21.9M
Cyndeo Wealth Partners, LLC 1.82% Reduce -0.2% 127,774 $21.9M
Pioneer Trust Bank N A 6.07% Reduce -0.2% 127,335 $21.8M
Peak Asset Management, LLC 4.32% Add +1.5% 127,246 $21.8M
Hamilton Wealth, LLC 6.80% Add +3.6% 127,166 $21.8M
CHICAGO TRUST Co NA 4.51% Reduce -1.7% 127,039 $21.8M
Facet Wealth, Inc. 0.73% Reduce -3.3% 119,767 $21.8M
Brown Shipley& Co Ltd 6.83% New 127,902 $21.7M
Concourse Financial Group Securities, Inc. 1.41% Add +4.9% 141,811 $21.7M
Parthenon LLC 2.76% Reduce -0.8% 126,797 $21.7M
Tradition Wealth Management, LLC 2.20% Add +1.4% 126,736 $21.7M
CMT Capital Markets Trading GmbH 9.91% Add +6750.5% 126,734 $21.7M
Rockline Wealth Management, LLC 7.58% Add +4.3% 126,531 $21.7M
Winch Advisory Services, LLC 6.63% Reduce -1.2% 126,507 $21.7M
Trust Point Inc. 1.70% Add +10.2% 126,376 $21.7M
Clarity Wealth Advisors, LLC 7.32% Add +0.5% 126,294 $21.7M
Main Street Financial Solutions, LLC 2.31% Add +1.7% 126,004 $21.6M
Regatta Capital Group, LLC 4.86% Reduce -1.5% 125,842 $21.6M
Spectrum Wealth Counsel, LLC 2.64% Reduce -3.5% 125,606 $21.5M
Wallington Asset Management, LLC 3.37% Reduce -0.8% 125,448 $21.5M
Trustmark Bank Trust Department 1.75% Reduce -4.7% 125,388 $21.5M
Wealth Architects, LLC 2.83% Reduce -2.1% 125,134 $21.5M
StoneX Group Inc. 1.93% Reduce -1.7% 125,032 $21.4M
Money Concepts Capital Corp. 1.98% Reduce -0.2% 125,012 $21.4M
Essex Bank 6.23% No change 111,301 $21.4M
Institute for Wealth Management, LLC. 2.78% Add +1.8% 124,906 $21.4M
Cornerstone Advisory, LLC 3.05% Reduce -0.5% 124,759 $21.4M
Conning Inc. 0.73% Add +2.0% 124,432 $21.3M
Citizens National Bank Trust Department 4.95% Reduce -1.1% 124,375 $21.3M
King Wealth Management Group 3.74% Add +4.9% 124,243 $21.3M
Montis Financial, LLC 10.12% Reduce -22.6% 124,241 $21.3M
Canal Capital Management, LLC 3.58% Add +0.6% 124,203 $21.3M
Holderness Investments Co. 5.20% Reduce -1.1% 124,117 $21.3M
Valicenti Advisory Services Inc. 5.92% Add +0.1% 123,858 $21.2M
First Hawaiian Bank 0.66% Reduce -11.2% 123,649 $21.2M
Plancorp, LLC 0.92% Add +3.9% 123,621 $21.2M
Johnson Financial Group, Inc. 1.13% Reduce -8.1% 122,759 $21.1M
Quantum Private Wealth, LLC 7.79% Reduce -1.0% 122,728 $21.0M
Cypress Asset Management Inc. 5.69% Reduce -2.5% 119,607 $21.0M
Patton Albertson Miller Group, LLC 3.14% Add +1.1% 122,393 $21.0M
Anchor Investment Management, LLC 2.20% Add +1.9% 122,355 $21.0M
Security National Bank 3.18% Reduce -1.6% 122,327 $21.0M
Searle & Co. 5.35% Reduce -0.7% 122,299 $21.0M
Mark Asset Management LP 2.83% Add +0.0% 122,205 $21.0M
J. W. Coons Advisors, LLC 3.68% Add +0.1% 122,027 $20.9M
AIA Group Ltd 0.68% Reduce -8.5% 121,573 $20.8M
Arrow Financial Corp 2.07% Reduce -1.6% 121,360 $20.8M
Vontobel Asset Management Inc. 0.11% Reduce -25.6% 120,938 $20.7M
Texas Capital Bank Wealth Management Services Inc 2.27% Add +0.5% 120,730 $20.7M
Sierra Summit Advisors LLC 5.63% Reduce -0.0% 120,644 $20.7M
MJP Associates Inc. 4.50% Add +55.9% 120,575 $20.7M
RMR Wealth Builders 2.50% Add +5.3% 120,567 $20.7M
Grey Street Capital, LLC 2.80% New 120,525 $20.7M
Community Financial Services Group, LLC 4.70% — 120,379 $20.6M
Broderick Brian C 4.41% Reduce -2.0% 120,297 $20.6M
Cardiff Park Advisors, LLC 1.97% Reduce -1.8% 120,269 $20.6M
Bogart Wealth, LLC 1.06% Add +11.8% 120,086 $20.6M
Arcadia Investment Management Corp. 3.64% Reduce -2.2% 120,010 $20.6M
RBF Capital, LLC 1.16% No change 120,000 $20.6M
Beck Mack & Oliver LLC 0.42% Reduce -10.3% 119,779 $20.5M
NFJ Investment Group, LLC 0.56% Add +17.4% 119,688 $20.5M
Shepherd Financial Partners LLC 2.68% Add +1.8% 119,482 $20.5M
Wells Trecaso Financial Group, LLC 7.24% Reduce -0.0% 119,444 $20.5M
Supplemental Annuity Collective Trust of NJ 6.39% No change 119,200 $20.4M
Monograph Wealth Advisors, LLC 3.00% Reduce -12.5% 119,118 $20.4M
Barlow Wealth Partners, LLC 2.78% Reduce -0.6% 115,627 $20.4M
FORA Capital, LLC 1.68% Add +12.4% 118,973 $20.4M
Oxbow Advisors, LLC 2.90% Reduce -13.4% 118,573 $20.3M
Millennium Capital Advisors, LLC 14.36% Reduce -1.3% 118,508 $20.3M
Old Mission Investment Co LLC 6.77% Add +0.8% 118,109 $20.3M
RPG Investment Advisory, LLC 3.03% Add +0.5% 117,883 $20.2M
Beverly Hills Private Wealth, LLC 4.68% Reduce -5.0% 117,595 $20.2M
Financial Avengers, Inc. 10.70% Reduce -1.6% 118,546 $20.2M
Magnus Financial Group LLC 2.41% Add +3.2% 117,461 $20.1M
GenTrust, LLC 1.24% Add +2.7% 117,267 $20.1M
Clough Capital Partners L P 2.21% Add +10.2% 117,170 $20.1M
McGuire Investment Group, LLC 2.93% Add +0.5% 116,931 $20.1M
RNC Capital Management LLC 1.14% Reduce -20.1% 116,813 $20.0M
Sentinel Trust Co. Lba 2.59% Add +1.7% 116,778 $20.0M
Arlington Financial Advisors, LLC 4.39% Reduce -6.6% 116,726 $20.0M
Jamison Private Wealth Management, Inc. 3.38% Add +0.6% 116,650 $20.0M
Summit X, LLC 5.12% Reduce -5.0% 116,535 $20.0M
Symmetry Partners, LLC 1.56% Add +3.1% 116,413 $20.0M
American National Bank & Trust Co. 4.71% — 116,344 $20.0M
Auxano Advisors, LLC 5.81% Add +65.2% 116,341 $20.0M
Concentrum Wealth Management 9.20% Reduce -3.3% 116,192 $19.9M
Scott & Selber, Inc. 6.78% Add +0.1% 116,122 $19.9M
Morningstar Investment Management LLC 2.16% No change 116,087 $19.9M
Jasper Ridge Partners, L.P. 0.62% Add +5746.1% 115,577 $19.8M
Mattern Wealth Management LLC 4.81% Reduce -0.7% 115,394 $19.8M
Elk River Wealth Management LLC 4.02% Reduce -11.3% 115,279 $19.8M
Alexander Labrunerie & Co., Inc. 11.21% — 115,259 $19.8M
Garde Capital, Inc. 1.38% Reduce -4.6% 115,167 $19.7M
RKL Wealth Management LLC 1.96% Add +2.1% 115,111 $19.7M
Calydon Capital 3.73% Add +0.8% 107,849 $19.7M
Claro Advisors Inc. 3.43% Reduce -0.7% 115,051 $19.7M
Verity & Verity, LLC 2.19% Reduce -18.7% 114,846 $19.7M
Bellecapital International Ltd. 4.40% Reduce -1.9% 114,763 $19.7M
Plimoth Trust Co. LLC 5.24% Add +0.3% 114,713 $19.7M
Duquesne Family Office 0.53% New 114,700 $19.7M
Beach Investment Counsel Inc. 2.42% No change 102,109 $19.7M
Synergy Asset Management, LLC 3.34% Add +37.2% 114,539 $19.6M
Prestige Wealth Management Group LLC 4.24% Reduce -2.5% 114,526 $19.6M
Brady Family Wealth, LLC 6.37% Reduce -3.5% 114,474 $19.6M
Copeland Capital Management, LLC 0.36% Reduce -13.7% 114,111 $19.6M
Tamar Securities, LLC 3.31% Add +0.0% 113,875 $19.5M
Stratos Investment Management, LLC 1.91% Reduce -8.1% 113,867 $19.5M
Ballast Advisors LLC 6.58% Reduce -2.5% 113,776 $19.5M
Nicholas Hoffman & Company, LLC. 0.99% Reduce -3.0% 113,695 $19.5M
Ithaka Group LLC 3.67% Reduce -6.6% 113,435 $19.5M
Haverford Financial Services, Inc. 5.60% Reduce -0.3% 113,391 $19.4M
GFG Capital, LLC 5.02% Add +10.4% 113,331 $19.4M
Oak Associates Ltd. 1.34% No change 112,894 $19.4M
Peddock Capital Advisors, LLC 5.06% Reduce -0.4% 112,700 $19.3M
AdvisorNet Financial, Inc 1.86% Reduce -43.7% 112,564 $19.3M
Ables, Iannone, Moore & Associates, Inc. 13.78% Add +1.0% 112,505 $19.3M
Guyasuta Investment Advisors Inc. 1.40% No change 100,142 $19.3M
Romano Brothers and Company 2.64% Add +0.2% 112,417 $19.3M
Whitener Capital Management, Inc. 6.31% Reduce -3.8% 112,392 $19.3M
Absher Wealth Management, LLC 2.67% Add +0.6% 112,297 $19.3M
Prairie Sky Financial Group LLC 11.56% Add +0.5% 112,254 $19.2M
Edge Capital Group, LLC 0.96% Reduce -8.0% 112,142 $19.2M
Prosperity Consulting Group, LLC 2.41% Add +80.7% 111,958 $19.2M
Decatur Capital Management, Inc. 10.43% Reduce -1.0% 111,865 $19.2M
Brevan Howard Capital Management LP 1.81% Add +130.0% 111,790 $19.2M
Trifecta Capital Advisors, LLC 4.66% Reduce -6.6% 111,724 $19.2M
Brown Miller Wealth Management, LLC 8.43% Reduce -1.6% 111,471 $19.1M
Jackson Square Capital, LLC 4.92% Reduce -3.8% 111,397 $19.1M
HTLF Bank 2.19% Reduce -4.7% 111,366 $19.1M
Willis Investment Counsel 1.31% Reduce -2.8% 111,183 $19.1M
Westover Capital Advisors, LLC 5.57% Reduce -2.2% 110,880 $19.0M
Sunbelt Securities, Inc. 2.12% Add +18.3% 110,834 $19.0M
Fulcrum Capital LLC 4.51% Add +1.9% 110,791 $19.0M
Marietta Wealth Management, LLC 3.13% Reduce -0.1% 110,639 $19.0M
Motco 1.13% Add +0.8% 110,628 $19.0M
Kozak & Associates, Inc. 5.09% Add +6.7% 99,777 $18.9M
Lester Murray Antman dba SimplyRich 6.11% Reduce -0.3% 110,246 $18.9M
Regent Peak Wealth Advisors LLC 4.80% Reduce -0.7% 110,195 $18.9M
Farmers Trust Co. 3.80% Add +0.1% 110,018 $18.9M
Red Door Wealth Management, LLC 3.63% Add +1.1% 109,871 $18.8M
Connecticut Wealth Management, LLC 1.00% Reduce -0.3% 109,809 $18.8M
Pictet North America Advisors SA 2.10% Add +1.0% 109,747 $18.8M
Smith Anglin Financial, LLC 1.94% Reduce -0.3% 109,720 $18.8M
9258 Wealth Management, LLC 2.93% Reduce -2.7% 109,705 $18.8M
GTS Securities LLC 0.51% Reduce -60.5% 109,463 $18.8M
Strategic Planning Group, LLC 4.69% Add +9.3% 208,823 $18.8M
Atwater Malick LLC 6.61% Add +1.9% 109,365 $18.8M
Focused Wealth Management, Inc 2.92% Add +2.7% 109,213 $18.7M
Asset Dedication, LLC 1.40% Add +1.0% 108,929 $18.7M
CMH Wealth Management LLC 4.74% Reduce -5.3% 108,836 $18.7M
Capital International Ltd. 0.89% Add +47.0% 108,711 $18.6M
Martin Investment Management, LLC 4.57% Reduce -0.9% 108,417 $18.6M
Paulson Wealth Management Inc. 5.46% Add +0.4% 108,309 $18.6M
Ellevest, Inc. 1.15% Add +4.2% 108,149 $18.5M
Manhattan West Asset Management, LLC 4.45% Add +13.5% 108,147 $18.5M
D L Carlson Investment Group Inc. 3.62% Reduce -11.2% 108,137 $18.5M
Harvey Capital Management Inc. 5.42% Reduce -13.7% 108,115 $18.5M
Vishria Bird Financial Group, LLC 7.89% Add +2.1% 107,436 $18.4M
Wellington Shields & Co., LLC 6.17% Add +0.4% 107,435 $18.4M
Armstrong Advisory Group, Inc. 1.79% No change 95,580 $18.4M
180 Wealth Advisors, LLC 3.31% Add +1.7% 107,285 $18.4M
TD Private Client Wealth LLC 0.60% Reduce -7.2% 107,037 $18.4M
Cedar Brook Financial Partners, LLC 3.64% Reduce -1.4% 107,229 $18.4M
Angeles Wealth Management, LLC 1.84% Add +8.7% 107,010 $18.4M
Benedict Financial Advisors Inc. 4.64% Reduce -1.1% 106,745 $18.3M
Freemont Management S.A. 2.82% Reduce -23.6% 106,700 $18.3M
Cornell Pochily Investment Advisors, Inc. 7.26% Reduce -1.2% 106,685 $18.3M
Liberty Wealth Management LLC 3.56% Add +4.0% 106,479 $18.3M
Altfest L J & Co. Inc. 2.58% Reduce -0.2% 106,348 $18.2M
Mitchell Sinkler & Starr 4.56% Reduce -13.5% 106,311 $18.2M
Bfsg, LLC 2.41% Add +0.9% 106,276 $18.2M
Navalign, LLC 6.02% Reduce -0.3% 105,924 $18.2M
Strategic Wealth Partners, Ltd. 1.99% Add +9.4% 105,895 $18.2M
Financial Insights, Inc. 5.21% Reduce -2.1% 105,773 $18.1M
Tufton Capital Management 3.56% Reduce -0.6% 105,740 $18.1M
Rappaport Reiches Capital Management, LLC 5.68% Add +6.6% 105,723 $18.1M
Cyrus J. Lawrence, LLC 4.01% — 105,498 $18.1M
Financial Partners Group, Inc 2.88% Reduce -0.9% 105,438 $18.1M
Creative Financial Designs Inc. 1.71% Add +6.2% 105,366 $18.1M
TTP Investments, Inc. 7.88% Reduce -9.2% 105,046 $18.0M
Jessup Wealth Management, Inc 7.71% Reduce -6.2% 104,964 $18.0M
Redwood Investment Management, LLC 1.71% Add +51.0% 104,911 $18.0M
Laird Norton Wetherby Trust Company, LLC 2.43% Reduce -0.7% 104,629 $17.9M
PFC Capital Group, Inc. 9.62% Add +0.2% 104,496 $17.9M
Harrell Investment Partners, LLC 5.29% Reduce -1.3% 104,172 $17.9M
Marks Group Wealth Management, Inc 1.87% Add +1.6% 104,140 $17.9M
GC Wealth Management RIA, LLC 3.57% Add +43.3% 103,925 $17.8M
Ridgecrest Wealth Partners, LLC 10.60% Add +6.0% 103,867 $17.8M
Meridian Wealth Advisors, LLC 3.34% Add +0.2% 103,818 $17.8M
Crescent Grove Advisors, LLC 1.85% Reduce -1.7% 103,638 $17.8M
GSG Advisors LLC 6.52% Reduce -1.1% 104,719 $17.8M
Key Financial Inc 4.51% Reduce -1.6% 103,134 $17.7M
Warther Private Wealth, LLC 7.89% Reduce -2.1% 103,098 $17.7M
JTC Employer Solutions Trustee Ltd 1.12% Reduce -0.0% 101,971 $17.7M
Biechele Royce Advisors 5.85% Reduce -9.6% 102,959 $17.7M
Central Bank & Trust Co. 2.52% Reduce -0.2% 102,963 $17.7M
Proficio Capital Partners LLC 1.94% Add +0.9% 102,964 $17.7M
Insight Advisors, LLC/ PA 3.43% Reduce -1.8% 102,947 $17.7M
Accent Capital Management, LLC 15.23% Add +1.9% 102,845 $17.6M
Acorn Financial Advisory Services Inc. 3.32% Reduce -14.6% 102,645 $17.6M
BSW Wealth Partners 2.98% Add +3.3% 102,547 $17.6M
MSA Advisors, LLC 5.26% Reduce -21.2% 102,530 $17.6M
Perpetual Ltd 0.17% Add +80.5% 102,489 $17.6M
Levin Capital Strategies, L.P. 1.77% Reduce -17.5% 101,935 $17.5M
Riverview Capital Advisers, LLC 6.00% Reduce -7.9% 101,631 $17.4M
Vantage Wealth 4.06% Add +10.0% 101,555 $17.4M
Janney Capital Management LLC 1.16% Reduce -4.4% 101,549 $17.4M
Northstar Asset Management Inc. 3.05% Reduce -2.4% 101,430 $17.4M
Guardian Investment Management 13.98% Reduce -13.9% 101,353 $17.4M
Chapin Davis, Inc. 6.35% Reduce -8.1% 101,339 $17.4M
Brandywine Oak Private Wealth LLC 1.81% Reduce -0.8% 101,072 $17.3M
Intrua Financial, LLC 2.69% Reduce -9.5% 101,031 $17.3M
MBL Wealth, LLC 1.97% Add +0.1% 100,993 $17.3M
Moloney Securities Asset Management, LLC 2.63% Reduce -5.1% 100,987 $17.3M
Perkins Coie Trust Co 4.05% Add +0.7% 100,853 $17.3M
Moneco Advisors, LLC 2.74% Reduce -1.9% 100,809 $17.3M
Werba Rubin Papier Wealth Management 5.01% Add +7.7% 100,672 $17.3M
Chelsea Counsel Co. 9.79% Reduce -11.7% 100,668 $17.3M
Jeppson Wealth Management, LLC 6.69% Reduce -0.7% 100,601 $17.3M
Weil Company, Inc. 6.83% Reduce -1.8% 100,359 $17.2M
Asset Management Group, Inc. 2.61% Reduce -1.0% 100,205 $17.2M
Villere St Denis J & Co. LLC 1.40% Reduce -1.6% 100,195 $17.2M
Abacus Planning Group, Inc. 3.36% Reduce -9.5% 100,157 $17.2M
Ellis Investment Partners, LLC 3.73% Reduce -0.0% 100,075 $17.2M
SOL Capital Management CO 2.16% Add +2.0% 100,018 $17.2M
Charles-Lim Capital Ltd 5.71% New 100,000 $17.1M
O'Dell Group, LLC 4.20% Reduce -0.2% 99,866 $17.1M
Horizon Investments, LLC 0.45% Add +0.7% 99,934 $17.1M
Westhampton Capital, LLC 9.31% Reduce -0.1% 99,456 $17.1M
STF Management LP 7.39% Reduce -2.7% 99,275 $17.0M
Stockman Wealth Management, Inc. 3.00% Add +0.0% 99,251 $17.0M
Hamilton Point Investment Advisors, LLC 3.32% Reduce -2.8% 99,234 $17.0M
FRG Family Wealth Advisors LLC 3.33% Add +0.3% 99,774 $17.0M
Lathrop Investment Management Co. 3.29% Reduce -0.2% 99,082 $17.0M
Capital Planning Advisors, LLC 2.98% Reduce -3.8% 98,799 $16.9M
Armstrong, Fleming & Moore, Inc 11.72% Reduce -1.0% 98,709 $16.9M
McCollum Christoferson Group LLC 4.90% Reduce -1.9% 98,699 $16.9M
Slow Capital, Inc. 2.71% Reduce -4.1% 98,447 $16.9M
Amova Asset Management Americas, Inc. 0.17% Reduce -6.9% 98,425 $16.9M
Covenant Asset Management, LLC 4.10% Reduce -1.4% 98,410 $16.9M
Sepio Capital, LP 1.45% Reduce -4.2% 98,353 $16.9M
Mirador Capital Partners LP 3.22% Add +3.3% 98,274 $16.9M
Corus Family Wealth Advisors 14.32% Reduce -0.2% 98,069 $16.8M
Harbor Island Capital LLC 7.69% Reduce -0.8% 97,938 $16.8M
PGIM Custom Harvest LLC 0.41% Add +3.9% 97,424 $16.7M
Family Manage LLC 3.08% Reduce -1.4% 97,324 $16.7M
Adams Asset Advisors, LLC 2.22% Reduce -1.8% 97,320 $16.7M
Titan Global Capital Management USA LLC 2.63% Reduce -0.1% 97,174 $16.7M
Providence Capital Advisors, LLC 3.63% Add +5.6% 97,042 $16.6M
WoodTrust Financial Corp 2.64% Reduce -5.3% 97,032 $16.6M
Nwi Management LP 2.28% New 97,000 $16.6M
HFR Wealth Management, LLC 4.20% Reduce -0.2% 96,923 $16.6M
Paragon Capital Management LLC 8.94% Reduce -1.6% 96,750 $16.6M
Cypress Capital Management LLC (WY) 18.09% Reduce -0.8% 96,486 $16.5M
United American Securities Inc. (d/b/a UAS Asset Management) 4.42% Reduce -43.5% 96,421 $16.5M
Taylor Hoffman Wealth Management 7.02% Reduce -2.1% 96,414 $16.5M
Bremer Bank National Association 3.06% Reduce -5.8% 96,410 $16.5M
EPG Wealth Management LLC 4.05% Reduce -0.1% 96,395 $16.5M
Peterson Wealth Services 6.01% Add +1.8% 96,257 $16.5M
Portfolio Strategies, Inc. 1.12% Add +653.2% 96,202 $16.5M
Herold Advisors, Inc. 3.99% Add +4.2% 96,159 $16.5M
WESPAC Advisors SoCal, LLC 4.31% Reduce -8.8% 96,137 $16.5M
SkyOak Wealth, LLC 3.95% Reduce -0.7% 96,109 $16.5M
GeoWealth Management, LLC 0.64% Add +48.2% 96,105 $16.5M
Zions Bancorporation, N.A. 1.21% Reduce -3.2% 96,017 $16.5M
Bill Few Associates, Inc. 6.68% Reduce -0.3% 95,988 $16.5M
Full Sail Capital, LLC 1.15% Reduce -0.1% 95,983 $16.5M
Grandfield & Dodd, LLC 1.04% Reduce -1.2% 95,899 $16.4M
Hartline Investment Corp./ 2.89% Reduce -65.9% 95,801 $16.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.89% Reduce -3.9% 95,801 $16.4M
Capital City Trust Co. 4.57% Reduce -2.8% 95,796 $16.4M
DF Dent & Co. Inc. 0.20% Add +3.1% 95,462 $16.4M
First Dallas Securities Inc. 7.50% Reduce -6.1% 95,075 $16.3M
Stonebridge Capital Management Inc. 7.28% Reduce -0.9% 94,943 $16.3M
Carmichael Hill & Associates, Inc. 6.69% Reduce -1.2% 94,786 $16.3M
Avanda Investment Management Pte. Ltd. 2.18% Reduce -50.0% 94,761 $16.2M
Optimum Investment Advisors 7.46% Reduce -2.3% 94,733 $16.2M
Walter & Keenan Wealth Management LLC /in/ 5.32% Add +0.7% 94,626 $16.2M
Sterneck Capital Management, LLC 9.71% Add +1.3% 94,624 $16.2M
Isthmus Partners, LLC 1.84% Add +14.3% 94,480 $16.2M
Leuthold Group, LLC 1.82% Reduce -0.2% 94,439 $16.2M
Twin Tree Management, LP 0.37% New 94,318 $16.2M
Legacy Trust 4.03% Reduce -19.5% 94,229 $16.2M
Round Rock Advisors LLC 3.87% Reduce -5.9% 94,160 $16.1M
Ipswich Investment Management Co., Inc. 3.78% Reduce -7.5% 94,122 $16.1M
First Western Trust Bank 0.73% Reduce -19.3% 94,097 $16.1M
Sage Mountain Advisors LLC 1.68% Reduce -6.2% 94,063 $16.1M
Temasek Holdings (Private) Ltd 0.09% Add +232.8% 94,017 $16.1M
Zuckerman Investment Group, LLC 1.86% Add +3.7% 94,007 $16.1M
Liberty Capital Management, Inc. 3.97% Reduce -2.5% 93,992 $16.1M
Farmers National Bank 4.81% Reduce -0.6% 93,982 $16.1M
Peak Planning Group, LLC 10.09% Reduce -0.3% 93,894 $16.1M
Larson Financial Group LLC 1.24% Add +4.8% 93,838 $16.1M
Rench Wealth Management, Inc. 6.16% Reduce -1.7% 93,730 $16.1M
ProVise Management Group, LLC 1.39% Reduce -10.9% 93,707 $16.1M
Central Pacific Bank - Trust Division 2.10% — 94,480 $16.1M
Westbourne Investment Advisors, Inc. 5.91% Add +0.8% 93,651 $16.1M
Global Endowment Management, LP 1.67% No change 93,625 $16.1M
Aries Wealth Management 5.17% Reduce -1.4% 93,571 $16.0M
Act Two Investors LLC 3.22% Reduce -3.6% 93,565 $16.0M
Ransom Advisory, Ltd 8.56% — 93,543 $16.0M
Red Lighthouse Investment Management, LLC 6.45% Reduce -0.3% 93,531 $16.0M
Brave Asset Management Inc. 4.16% Add +0.6% 93,530 $16.0M
Toth Financial Advisory Corp. 2.00% Reduce -0.1% 93,110 $16.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.36% Add +15.2% 92,904 $15.9M
Wealth Management Associates, Inc. 7.47% Reduce -3.6% 75,570 $15.9M
Financial Engines Advisors L.L.C. 0.04% Reduce -9.1% 92,641 $15.9M
St. Clair Advisors, LLC 5.16% Reduce -0.2% 92,576 $15.9M
First Interstate Bank 1.10% Reduce -5.3% 92,471 $15.9M
Plante Moran Financial Advisors, LLC 1.70% Reduce -4.4% 92,420 $15.8M
Jacobi Capital Management LLC 1.46% Reduce -2.8% 92,380 $15.8M
First PREMIER Bank 4.19% Reduce -0.6% 92,374 $15.8M
Mayflower Financial Advisors, LLC 2.64% Reduce -4.5% 96,721 $15.8M
PDS Planning, Inc 1.66% Add +0.1% 92,004 $15.8M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2.60% Reduce -4.1% 91,917 $15.8M
RWQ Financial Management Services, Inc. 6.83% Add +38.3% 91,634 $15.7M
Northwest Bank & Trust Co 14.44% Reduce -10.8% 92,228 $15.7M
Adero Partners, LLC 1.19% Reduce -8.2% 91,483 $15.7M
Kapstone Financial Advisors LLC 10.67% Reduce -1.1% 91,422 $15.7M
Guardian Asset Advisors, LLC 13.00% Reduce -1.6% 91,401 $15.7M
Picton Mahoney Asset Management 0.66% Add +0.3% 91,395 $15.7M
Riversedge Advisors, LLC 3.86% Add +123.5% 91,352 $15.7M
Retirement Planning Group, LLC 1.20% Add +6.5% 91,275 $15.7M
Stevens Capital Management LP 3.04% New 91,232 $15.6M
Canvas Wealth Advisors, LLC 5.26% Add +4.9% 93,088 $15.6M
Raab & Moskowitz Asset Management LLC 4.37% Add +3.5% 91,189 $15.6M
Bienville Capital Management, LLC 4.76% Reduce -2.5% 91,140 $15.6M
Westside Investment Management, Inc. 3.75% Reduce -3.9% 91,401 $15.6M
Naviter Wealth, LLC 2.56% Add +25.4% 91,088 $15.6M
EagleClaw Capital Managment, LLC 2.83% Reduce -3.1% 91,050 $15.6M
Onyx Bridge Wealth Group LLC 2.79% Add +0.8% 92,150 $15.6M
AIMZ Investment Advisors, LLC 5.82% Reduce -2.3% 90,949 $15.6M
United Capital Management of KS, Inc. 3.57% Add +2.0% 90,808 $15.6M
Carolinas Wealth Consulting LLC 3.07% Reduce -1.7% 90,766 $15.6M
Renaissance Investment Group LLC 3.57% Reduce -5.5% 90,608 $15.5M
O'ROURKE & COMPANY, Inc 9.02% Add +1.7% 90,584 $15.5M
Nelson Capital Management, LLC 2.97% Reduce -9.5% 90,543 $15.5M
Mine & Arao Wealth Creation & Management, LLC. 7.68% Add +0.1% 90,499 $15.5M
MCF Advisors LLC 1.20% Reduce -1.7% 90,321 $15.5M
Merriman Wealth Management, LLC 0.69% Add +0.8% 90,210 $15.5M
Puzo Michael J 4.29% Add +4.5% 90,199 $15.5M
Norris Perne & French LLP 1.11% Reduce -2.8% 90,193 $15.5M
Payden & Rygel Investment Group 1.05% — 90,100 $15.4M
Payden & Rygel 1.05% Add +598.5% 90,100 $15.4M
Grandview Asset Management LLC 7.01% Reduce -1.8% 90,024 $15.4M
Trek Financial, LLC 1.22% Add +1.6% 89,892 $15.4M
Inlet Private Wealth, LLC 4.30% No change 89,709 $15.4M
Hendley & Co. Inc. 5.50% Add +0.9% 89,641 $15.4M
Stoneridge Investment Partners LLC 5.83% Add +5.8% 89,398 $15.3M
Wealth Effects LLC 5.65% Reduce -6.8% 89,270 $15.3M
Pinnacle Wealth Planning Services, Inc. 2.24% Add +1.3% 89,259 $15.3M
Salomon & Ludwin, LLC 1.32% Reduce -3.0% 89,299 $15.3M
Knightsbridge Asset Management, LLC 4.39% No change 79,462 $15.3M
Tanager Wealth Management LLP 2.47% Add +3.0% 89,214 $15.3M
NatWest Group plc 5.89% Add +8.8% 89,121 $15.3M
Fusion Capital, LLC 6.99% Reduce -2.2% 89,060 $15.3M
Advisory Alpha, LLC 0.63% Add +6.5% 89,029 $15.3M
Pegasus Asset Management, Inc. 4.75% Reduce -1.6% 88,991 $15.3M
Ironvine Capital Partners, LLC 1.67% Reduce -36.5% 88,951 $15.3M
Traphagen Investment Advisors LLC 1.63% Add +3.1% 88,919 $15.2M
Fifth Third Wealth Advisors LLC 2.37% Add +23.1% 88,772 $15.2M
Gradient Capital Advisors, LLC 5.59% Reduce -6.2% 88,721 $15.2M
Beacon Bank & Trust 3.78% Reduce -8.4% 88,619 $15.2M
First National Corp. /Ma/ 3.70% No change 78,257 $15.1M
Deroy & Devereaux Private Investment Counsel Inc. 0.92% Reduce -8.8% 87,631 $15.0M
Lineweaver Wealth Advisors, LLC 3.57% Add +1.1% 87,576 $15.0M
Watts Gwilliam & Co., LLC 4.64% — 80,120 $15.0M
BNC Wealth Management, LLC 6.42% Add +4.0% 87,463 $15.0M
Humankind Investments LLC 3.96% Add +3.5% 87,314 $15.0M
Duff & Phelps Investment Management Co. 0.18% Add +7.7% 87,297 $15.0M
Guardian Capital Advisors LP 1.61% Add +7.5% 89,057 $15.0M
New Capital Management LP 4.46% No change 87,143 $14.9M
Mattern Capital Management, LLC 2.03% Add +0.7% 87,097 $14.9M
General Partner, Inc. 9.38% Add +7.0% 87,075 $14.9M
GAM Holding AG 1.08% Reduce -6.4% 86,856 $14.9M
Heron Bay Capital Management 3.16% Add +0.0% 86,813 $14.9M
Montchanin Asset Management, LLC 14.83% — 86,754 $14.9M
RFP Financial Group LLC 5.80% Reduce -11.4% 86,621 $14.9M
Guardian Wealth Advisors, LLC / NC 1.81% Reduce -0.5% 86,489 $14.8M
Brooklyn Investment Group 6.37% Reduce -0.3% 87,071 $14.8M
First Long Island Investors, LLC 1.23% Reduce -0.2% 86,364 $14.8M
Hoey Investments, Inc. 3.30% Reduce -61.9% 86,330 $14.8M
FinTrust Capital Advisors, LLC 2.86% Reduce -19.4% 86,247 $14.8M
NBW Capital LLC 3.02% Reduce -0.8% 86,239 $14.8M
Sabal Trust CO 0.86% Reduce -5.0% 86,220 $14.8M
Atlas Wealth LLC 12.03% Reduce -0.9% 86,169 $14.8M
Personal Cfo Solutions, LLC 2.31% Add +0.2% 86,144 $14.8M
Carroll Investors, Inc 11.11% Reduce -1.8% 86,003 $14.8M
Investment Research & Advisory Group, Inc. 6.79% Add +0.8% 86,035 $14.8M
SFE Investment Counsel 3.34% Add +2.2% 85,993 $14.7M
Clean Yield Group 5.73% Reduce -1.0% 85,871 $14.7M
Diligent Investors, LLC 3.69% Add +3.2% 85,746 $14.7M
Ausdal Financial Partners, Inc. 1.71% Reduce -1.6% 85,581 $14.7M
Bank of New Hampshire 3.86% Reduce -3.5% 85,558 $14.7M
Mezzasalma Advisors, LLC 6.92% Reduce -0.7% 85,321 $14.6M
Catalyst Financial Partners LLC 3.75% Add +1.2% 86,769 $14.6M
Allen Capital Group, LLC 2.11% Add +1.0% 84,935 $14.6M
Marcum Wealth, LLC 1.48% Reduce -9.3% 84,932 $14.6M
GAMMA Investing LLC 2.97% Add +10.0% 84,918 $14.6M
Frisch Financial Group, Inc. 4.84% Reduce -13.4% 84,888 $14.6M
Vertex Planning Partners, LLC 4.02% Reduce -5.0% 84,663 $14.5M
Twin Lakes Capital Management, LLC 9.81% Reduce -9.7% 84,653 $14.5M
Founders Capital Management, LLC 2.71% Reduce -0.3% 84,628 $14.5M
Sentry Investment Management LLC 5.61% Reduce -0.8% 84,297 $14.5M
Cim, LLC 2.19% Reduce -22.4% 84,282 $14.5M
Patten Group, Inc. 3.56% Reduce -6.5% 84,249 $14.4M
AlphaStar Capital Management, LLC 1.48% Add +33.3% 84,166 $14.4M
Accurate Wealth Management, LLC 4.21% Add +2.4% 87,470 $14.4M
Consolidated Investment Group LLC 2.33% No change 84,084 $14.4M
Modern Wealth Management, LLC 1.34% Add +58.6% 84,044 $14.4M
Strategic Investment Advisors / MI 1.85% Add +5.8% 84,022 $14.4M
Foster Dykema Cabot & Partners, LLC 1.34% Add +1.3% 83,939 $14.4M
RVW Wealth, LLC 1.48% Reduce -1.0% 83,938 $14.4M
Blume Capital Management, Inc. 3.50% Reduce -0.6% 83,803 $14.4M
Global X Japan Co., Ltd. 3.05% Add +681.1% 83,722 $14.4M
Eudaimonia Partners, LLC 3.41% Reduce -3.5% 83,679 $14.3M
Broadleaf Partners, LLC 3.67% Reduce -25.5% 83,482 $14.3M
SeaBridge Investment Advisors LLC 3.77% Add +0.3% 83,468 $14.3M
Hardy Reed LLC 1.78% Reduce -0.5% 83,429 $14.3M
Eos Management, L.P. 5.94% Reduce -6.4% 83,408 $14.3M
Greystone Financial Group, LLC 2.85% Add +8.4% 83,284 $14.3M
Udine Wealth Management, Inc. 9.84% Reduce -11.2% 83,240 $14.3M
Union Heritage Capital, LLC 5.66% Add +15.6% 83,238 $14.3M
Harbor Capital Advisors, Inc. 1.86% Add +8.8% 83,166 $14.3M
Cahill Financial Advisors Inc. 1.94% Add +19.1% 83,120 $14.3M
Thames Capital Management LLC 5.93% Reduce -7.4% 83,079 $14.2M
Allied Investment Advisors, LLC 3.44% Add +2.7% 82,976 $14.2M
Ibex Wealth Advisors 3.85% — 109,213 $14.2M
Little House Capital LLC 4.69% Reduce -10.3% 82,635 $14.2M
Mission Creek Capital Partners, Inc. 3.69% Add +12.1% 82,618 $14.2M
Stonebrook Private Inc. 4.13% Add +6.5% 82,612 $14.2M
Chatham Capital Group, Inc. 2.59% Reduce -3.9% 82,443 $14.1M
Neumann Capital Management, LLC 5.04% Reduce -2.8% 82,378 $14.1M
Horan Capital Advisors, LLC. 5.01% Reduce -8.5% 82,256 $14.1M
Bedel Financial Consulting, Inc. 2.21% Add +0.3% 82,243 $14.1M
Cardinal Capital Management 2.29% Add +6.0% 82,216 $14.1M
Olde Wealth Management, LLC 6.67% Reduce -3.0% 77,095 $14.1M
Duncker Streett & Co. Inc. 2.78% Reduce -3.0% 82,134 $14.1M
DCM Advisors, LLC 5.78% Reduce -21.8% 81,774 $14.0M
Iowa State Bank 3.10% Reduce -2.5% 81,675 $14.0M
Kingfisher Capital LLC 3.40% Reduce -1.5% 81,637 $14.0M
Mirabella Financial Services LLP 1.02% Add +39.6% 81,626 $14.0M
Acropolis Investment Management, LLC 0.92% Reduce -2.7% 81,549 $14.0M
Live Oak Private Wealth LLC 2.42% Reduce -0.2% 81,530 $14.0M
Hamel Associates, Inc. 4.48% Reduce -8.6% 81,495 $14.0M
Tsai Capital Corp 14.39% Reduce -0.6% 81,420 $14.0M
Goldstream Capital Management Ltd 7.86% Add +1.9% 81,289 $13.9M
Gifford Fong Associates 3.84% Reduce -47.2% 81,169 $13.9M
GDS Wealth Management 1.63% Add +11.9% 81,004 $13.9M
Lipe & Dalton 7.16% Reduce -1.0% 80,955 $13.9M
Professional Advisory Services Inc. 1.73% Add +11.6% 80,718 $13.8M
Aaron Wealth Advisors LLC 1.98% Add +4.3% 80,704 $13.8M
TFG Advisers LLC 5.40% Reduce -1.2% 80,525 $13.8M
Ignite Planners, LLC 3.86% Reduce -36.2% 81,074 $13.8M
Eagle Rock Investment Company, LLC 2.56% Add +5.7% 80,379 $13.8M
Imprint Wealth LLC 3.34% Add +447.0% 81,046 $13.8M
Sweeney & Michel, LLC 6.08% — 73,315 $13.7M
Field & Main Bank 5.34% Reduce -6.0% 80,102 $13.7M
Keebeck Wealth Management 2.02% Reduce -2.9% 80,090 $13.7M
Fort Point Capital Partners LLC 1.86% Reduce -1.6% 79,895 $13.7M
Flynn Zito Capital Management, LLC 7.08% Add +26.2% 79,888 $13.7M
Hodges Capital Management Inc. 0.87% Reduce -16.2% 79,846 $13.7M
Smartleaf Asset Management LLC 2.65% Add +39.3% 78,971 $13.7M
BOK Financial Private Wealth, Inc. 1.02% Reduce -0.9% 79,805 $13.7M
Pensionfund Sabic 4.06% Reduce -5.3% 79,780 $13.7M
Relyea Zuckerberg Hanson LLC 2.39% Add +1.1% 79,699 $13.7M
Northwest Bancshares, Inc. 2.16% Add +4.4% 79,693 $13.7M
Charter Oak Capital Management, LLC 1.46% Add +15.4% 79,678 $13.7M
W1M Asset Management Ltd 1.04% Reduce -6.4% 79,649 $13.7M
B.O.S.S. Retirement Advisors, LLC 5.23% Reduce -15.3% 70,922 $13.7M
Portfolio Design Labs, LLC 4.59% Add +13.0% 79,601 $13.6M
Nikulski Financial, Inc. 4.53% Add +1.4% 79,570 $13.6M
Roberts Glore & Co. Inc. 4.09% Reduce -1.9% 79,554 $13.6M
Fairhaven Wealth Management, LLC 4.68% Add +17.9% 79,503 $13.6M
Once Capital Management, LLC 7.97% Add +25.2% 79,450 $13.6M
Aragon Global Management, LP 6.11% No change 79,403 $13.6M
MV Capital Management, Inc. 1.56% Reduce -6.8% 79,384 $13.6M
SS&H Financial Advisors, Inc. 5.64% Add +0.1% 78,913 $13.5M
Wills Financial Group, Inc. 6.37% Add +0.2% 78,910 $13.5M
Koa Wealth Management, LLC 12.19% Add +0.4% 78,860 $13.5M
Alpha Omega Wealth Management LLC 2.51% Reduce -2.7% 78,830 $13.5M
Argonautica Private Wealth Management, Inc. 4.84% Add +11.8% 78,733 $13.5M
Monterey Private Wealth, Inc. 5.39% Add +0.0% 78,356 $13.4M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.52% Reduce -4.3% 78,336 $13.4M
Jackson Hole Capital Partners, LLC 3.08% Add +5.4% 78,336 $13.4M
Financial Advisory Group 2.37% Reduce -0.3% 78,332 $13.4M
Icon Wealth Advisors, LLC 1.24% Add +28.4% 78,103 $13.4M
Aviso Wealth Management 8.44% Add +3.2% 78,036 $13.4M
Atlas Brown,Inc. 4.87% Add +3.7% 78,014 $13.4M
Avalon Global Asset Management LLC 4.30% No change 77,920 $13.4M
Crewe Advisors LLC 1.56% New 77,899 $13.4M
Wambolt & Associates, LLC 4.00% Reduce -43.2% 78,441 $13.3M
Radnor Capital Management, LLC 2.27% Reduce -4.4% 77,742 $13.3M
Patriot Financial Group Insurance Agency, LLC 2.12% Add +0.7% 77,628 $13.3M
Mosaic Family Wealth Partners, LLC 2.19% Reduce -22.2% 77,594 $13.3M
Capital Counsel LLC 0.61% Reduce -0.7% 77,475 $13.3M
Kesler, Norman & Wride, LLC 2.82% Add +11.3% 77,461 $13.3M
Sound Income Strategies, LLC 0.99% Add +3.0% 77,383 $13.3M
Quadcap Wealth Management, LLC 3.02% Reduce -1.3% 77,344 $13.3M
DLK Investment Management, LLC 5.63% Add +3.2% 77,282 $13.3M
Great Lakes Retirement, Inc. 1.96% Reduce -11.7% 77,184 $13.2M
Bulltick Wealth Management, LLC 2.76% Add +57.7% 77,116 $13.2M
Pegasus Partners Ltd. 1.40% Reduce -4.0% 77,030 $13.2M
Breakwater Capital Group 3.32% Reduce -2.2% 77,029 $13.2M
Trivium Point Advisory, LLC 2.84% Add +6.9% 77,029 $13.2M
WealthTrust Axiom LLC 4.25% Reduce -7.0% 76,965 $13.2M
Silverleafe Capital Partners, LLC 5.41% Reduce -6.3% 76,912 $13.2M
High Note Wealth, LLC 4.29% Add +2.0% 76,876 $13.2M
Strategic Financial Services, Inc. 0.85% Add +0.4% 76,837 $13.2M
EFG Asset Management (North America) Corp. 2.27% Reduce -0.5% 76,573 $13.1M
Strategic Global Advisors, LLC 2.84% Reduce -4.1% 76,571 $13.1M
Centurion Wealth Management LLC 5.16% Add +0.0% 76,301 $13.1M
Benjamin Edwards Inc. 2.60% Add +2.9% 76,231 $13.1M
Two Point Capital Management, Inc. 5.37% Add +0.1% 76,145 $13.1M
Frank, Rimerman Advisors LLC 2.51% Add +3.6% 76,041 $13.0M
Founders Financial Securities LLC 1.36% Reduce -11.9% 75,861 $13.0M
Stablepoint Partners, LLC 2.64% Add +17.2% 75,860 $13.0M
First Commonwealth Financial Corp 3.45% Add +9.5% 75,860 $13.0M
UNIVEST FINANCIAL Corp 3.66% Add +4.3% 75,812 $13.0M
Meeder Asset Management Inc. 0.82% Add +176.2% 75,737 $13.0M
Glassy Mountain Advisors, Inc. 4.87% Reduce -0.2% 75,513 $12.9M
China Universal Asset Management Co., Ltd. 1.65% Add +127.4% 75,479 $12.9M
Charter Research & Investment Group, Inc. 10.26% Reduce -1.1% 75,430 $12.9M
Keel Point, LLC 1.34% Add +14.2% 75,372 $12.9M
L2 Asset Management, LLC 4.24% Add +6.3% 75,344 $12.9M
Hedeker Wealth, LLC 3.72% Add +1.6% 75,256 $12.9M
First Heartland Consultants, Inc. 1.34% Reduce -4.6% 75,222 $12.9M
Private Capital Management LLC 2.84% Add +0.2% 75,197 $12.9M
Austin Private Wealth, LLC 1.48% Add +5.0% 75,863 $12.9M
JSF Financial, LLC 4.02% Add +0.2% 74,964 $12.9M
WBH Advisory Inc. 1.32% Add +11.6% 74,938 $12.9M
Baldwin Investment Management, LLC 1.74% Add +6.0% 74,790 $12.8M
Physician Wealth Advisors, Inc. 2.69% Add +0.5% 75,648 $12.8M
Souders Financial Advisors 2.02% Add +5.6% 74,720 $12.8M
Resonant Capital Advisors, LLC 1.10% Add +3.9% 74,674 $12.8M
TriaGen Wealth Management LLC 5.31% Reduce -2.7% 74,663 $12.8M
American Investment Services, Inc. 2.27% Add +0.1% 74,549 $12.8M
Quotient Wealth Partners, LLC 0.46% Reduce -8.5% 74,525 $12.8M
McDonald Partners LLC 3.51% Reduce -2.6% 74,499 $12.8M
Kennedy Investment Group, Inc. 6.82% Add +12.0% 74,494 $12.8M
Borer Denton & Associates, Inc. 4.52% Add +0.8% 74,448 $12.8M
Trust Co of the South 2.95% New 74,355 $12.8M
LMG Wealth Partners, LLC 3.21% Reduce -1.6% 74,332 $12.7M
Nicolet Bankshares Inc. 2.64% Reduce -0.7% 74,296 $12.7M
Citizens Business Bank 2.65% Reduce -2.3% 74,252 $12.7M
Wealth Advisory Solutions, LLC 3.30% Reduce -3.3% 74,235 $12.7M
Moseley Investment Management Inc. 6.32% Reduce -1.6% 74,214 $12.7M
Centric Wealth Management 4.04% Add +2.5% 74,585 $12.7M
Aspen Grove Capital, LLC 3.59% Add +2.3% 74,084 $12.7M
Independence Bank of Kentucky 3.80% Add +14.4% 74,025 $12.7M
Gilder Gagnon Howe & Co. LLC 0.16% Reduce -27.9% 73,971 $12.7M
Legacy Financial Advisors, Inc. 2.27% Reduce -2.0% 73,734 $12.6M
Colonial River Investments, LLC 7.14% Add +39.6% 73,731 $12.6M
First National Bank of Mount Dora, Trust Investment Services 3.08% Add +2.1% 73,725 $12.6M
Rbo & Co. LLC 2.11% Reduce -0.0% 73,652 $12.6M
Lee Financial Co 2.11% Add +1.3% 73,530 $12.6M
Everhart Financial Group, Inc. 3.67% Add +13.0% 73,471 $12.6M
McDonough Capital Management, Inc 9.92% Add +3.0% 73,302 $12.6M
Ifrah Financial Services, Inc. 3.52% Reduce -2.3% 73,219 $12.6M
Sierra Capital LLC 1.64% Reduce -2.7% 73,024 $12.5M
Hirtle & Co., LLC 0.62% Reduce -0.9% 73,020 $12.5M
Dominguez Wealth Management Solutions, Inc. 9.85% Reduce -0.1% 72,986 $12.5M
Destiny Wealth Partners, LLC 2.24% Reduce -4.8% 72,952 $12.5M
KLCM Advisors, Inc. 1.60% Add +3.4% 72,775 $12.5M
FLC Capital Advisors 3.15% Add +2.7% 72,773 $12.5M
Adirondack Trust Co. 5.22% Reduce -0.4% 72,724 $12.5M
Bangor Savings Bank 1.28% Reduce -3.3% 72,713 $12.5M
Fernwood Investment Management, LLC 3.64% Reduce -11.9% 73,060 $12.5M
Park State Asset Management 7.42% Add +0.2% 72,686 $12.5M
Clearstead Trust, LLC 3.26% Reduce -2.5% 72,660 $12.5M
Balboa Wealth Partners 3.97% Reduce -12.7% 72,634 $12.5M
Cidel Asset Management Inc. 0.95% Reduce -4.8% 72,594 $12.4M
Fortis Group Advisors, LLC 2.29% Add +14.8% 72,531 $12.4M
Doheny Asset Management 10.22% Add +3.6% 72,519 $12.4M
Alpine Woods Capital Investors, LLC 2.47% Reduce -61.5% 72,986 $12.4M
Baugh & Associates, LLC 6.61% Reduce -0.0% 72,462 $12.4M
Allegheny Financial Group 3.82% Reduce -10.9% 72,261 $12.4M
Kercheville Advisors, LLC 5.85% Reduce -0.0% 72,179 $12.4M
LexAurum Advisors, LLC 3.14% Reduce -12.5% 72,158 $12.4M
Managed Asset Portfolios, LLC 1.80% Reduce -22.5% 72,097 $12.4M
Empirical Asset Management, LLC 5.96% Add +723.6% 82,338 $12.4M
Leisure Capital Management 6.20% Add +4.0% 72,058 $12.4M
Birch Capital Management, LLC 6.42% Add +0.7% 72,025 $12.4M
Concord Wealth Partners 2.22% Add +16.7% 71,927 $12.3M
Dumont & Blake Investment Advisors LLC 3.53% Add +0.9% 71,622 $12.3M
Fermata Advisors, LLC 2.76% Reduce -9.2% 71,530 $12.3M
Baker Tilly Wealth Management, LLC 2.22% Reduce -10.3% 71,508 $12.3M
Susquehanna Portfolio Strategies, LLC 0.29% No change 71,500 $12.3M
Morton Capital Management LLC 3.31% Reduce -0.6% 71,455 $12.3M
Lattice Capital Management, LLC 12.44% No change 71,434 $12.2M
Blodgett Wealth Advisors, LLC 11.09% Add +1.2% 71,402 $12.2M
Trust Co. of Oklahoma 4.34% Reduce -1.7% 71,343 $12.2M
Paces Ferry Wealth Advisors, LLC 7.83% Add +1.3% 71,329 $12.2M
ORBA Wealth Advisors, L.L.C. 6.76% Add +0.7% 71,286 $12.2M
Curbstone Financial Management Corp 2.64% Reduce -2.7% 71,280 $12.2M
Bay Rivers Group 6.70% Add +3.2% 71,167 $12.2M
Summit Financial Strategies, Inc. 1.70% Add +0.8% 71,139 $12.2M
Bank of Nova Scotia Trust Co. 1.31% Reduce -5.5% 71,087 $12.2M
Alkeme Wealth, LLC 5.61% Reduce -1.0% 72,123 $12.2M
Ally Financial Inc. 1.64% Add +144.8% 71,000 $12.2M
Settian Capital LP 9.01% No change 70,900 $12.2M
Trivant Custom Portfolio Group, LLC 7.74% Reduce -2.3% 70,899 $12.2M
ICA Group Wealth Management, LLC 2.43% Add +2.1% 70,860 $12.2M
Tortoise Investment Management, LLC 1.47% Reduce -2.4% 70,778 $12.1M
Mirabaud & Cie SA 4.29% Reduce -10.9% 70,586 $12.1M
Georgetown University 3.87% Add +0.1% 70,566 $12.1M
Solstein Capital, LLC 8.39% No change 70,561 $12.1M
Delta Financial Advisors LLC 4.78% Add +1.4% 70,399 $12.1M
M. Kulyk & Associates, LLC 2.80% Add +1.7% 70,311 $12.1M
Quad-Cities Investment Group, LLC 7.05% Reduce -5.9% 70,263 $12.0M
Vicus Capital 1.10% Add +3.4% 70,121 $12.0M
Keystone Wealth Services, LLC 3.91% Reduce -7.8% 70,099 $12.0M
Shulman DeMeo Asset Management LLC 3.18% Add +0.3% 70,097 $12.0M
Global Financial Private Client, LLC 5.17% Add +1.0% 70,692 $12.0M
Eagle Strategies LLC 2.67% Add +75.1% 70,072 $12.0M
Summit Global Investments 0.89% Add +6.0% 70,062 $12.0M
Independent Solutions Wealth Management, LLC 2.85% Add +1.2% 69,861 $12.0M
Legacy Wealth Management, LLC / MS 5.39% Reduce -0.9% 69,764 $12.0M
Wealth Group, Ltd. 9.03% — 69,764 $12.0M
Burford Brothers, Inc. 7.85% Add +0.5% 69,733 $12.0M
CPC Advisors, LLC 2.04% Add +0.4% 69,676 $11.9M
S.E.E.D. Planning Group LLC 4.36% Reduce -23.4% 69,609 $11.9M
Harrington Investments, INC 6.81% Reduce -0.3% 69,445 $11.9M
Balanced Wealth Group LLC 5.30% Add +1.4% 64,459 $11.9M
Armstrong Henry H Associates Inc. 1.16% Reduce -0.6% 69,335 $11.9M
LJI Wealth Management, LLC 3.07% Reduce -0.1% 69,279 $11.9M
Harmony Asset Management LLC 4.89% Reduce -7.8% 69,223 $11.9M
IVC Wealth Advisors LLC 6.84% Reduce -2.2% 69,127 $11.9M
F/m Investments LLC 8.04% Reduce -0.7% 69,172 $11.8M
LongView Wealth Management 4.69% Reduce -3.6% 68,976 $11.8M
Glen Eagle Advisors, LLC 2.24% Reduce -9.5% 68,752 $11.8M
Wright Investors Service Inc. 2.99% Reduce -25.0% 68,751 $11.8M
Councilmark Asset Management, LLC 8.48% — 68,674 $11.8M
Manchester Financial Inc. 3.07% Reduce -5.3% 68,657 $11.8M
Moser Wealth Advisors, LLC 6.56% Reduce -3.0% 68,637 $11.8M
Enterprise Bank & Trust Co 4.04% Reduce -8.8% 68,626 $11.8M
McAdam, LLC 0.75% Add +4.9% 68,607 $11.8M
Strait & Sound Wealth Management LLC 6.57% Add +5.3% 67,203 $11.8M
KRS Capital Management, LLC 9.46% Reduce -1.3% 68,407 $11.7M
N.E.W. Advisory Services LLC 1.30% Add +1.1% 68,295 $11.7M
Greenfield Savings Bank 6.15% Reduce -0.8% 68,230 $11.7M
Mathes Company, Inc. 4.42% Reduce -2.5% 68,161 $11.7M
Lewis Asset Management, LLC 9.62% Reduce -1.5% 68,125 $11.7M
Capital Investment Counsel, LLC 2.50% Add +88.0% 68,102 $11.7M
Finer Wealth Management, Inc. 7.66% Add +2.0% 67,999 $11.7M
Consilium Wealth Advisory, LLC 6.56% Add +1.3% 67,961 $11.7M
Pecaut & Co. 4.35% Reduce -14.7% 67,916 $11.6M
Kemnay Advisory Services Inc. 2.24% Add +23.3% 67,847 $11.6M
Hexagon Capital Partners LLC 2.59% Reduce -0.7% 67,814 $11.6M
Geller Advisors LLC 0.94% Add +39.2% 67,770 $11.6M
Keudell/Morrison Wealth Management 3.51% Reduce -0.9% 67,689 $11.6M
Cable Hill Partners, LLC 1.42% No change 62,562 $11.6M
Matthew 25 Management Corp 3.94% No change 67,500 $11.6M
IMC-Chicago, LLC 0.40% New 67,483 $11.6M
AMS Capital Ltda 3.17% New 66,313 $11.6M
Consolidated Capital Management, LLC 5.54% Add +0.3% 67,395 $11.6M
Fortis Capital Advisors, LLC 4.86% Add +0.7% 67,309 $11.5M
Tiemann Investment Advisors, LLC 5.16% Reduce -2.0% 67,266 $11.5M
Indiana Trust & Investment Management Co 4.65% Reduce -1.6% 67,251 $11.5M
Freedom Investment Management, Inc. 0.92% Reduce -0.8% 67,243 $11.5M
Northwest Financial Advisors 12.64% Reduce -9.9% 67,147 $11.5M
Harbour Capital Advisors, LLC 2.85% Reduce -5.1% 68,151 $11.5M
Hikari Tsushin, Inc. 0.91% Reduce -8.0% 67,022 $11.5M
Bryant Woods Investment Advisors, LLC 6.78% Add +1.2% 67,010 $11.5M
Monarch Capital Management Inc. 3.24% Reduce -0.1% 66,966 $11.5M
Hennion & Walsh Asset Management, Inc. 0.61% Reduce -1.5% 66,963 $11.5M
National Philanthropic Trust 0.25% Reduce -6.2% 66,899 $11.5M
Financiere des Professionnels - Fonds d'investissement inc. 0.93% No change 66,872 $11.5M
Apella Capital, LLC 0.58% Reduce -1.5% 67,524 $11.5M
Horizon Wealth Management, LLC 2.98% Reduce -0.1% 66,705 $11.4M
Iyo Bank, Ltd. 4.56% No change 66,690 $11.4M
Kaizen Financial Strategies 7.78% Add +0.5% 66,614 $11.4M
Moss Adams Wealth Advisors LLC 1.84% Add +33.4% 66,607 $11.4M
Miramar Capital, LLC 2.88% Reduce -35.0% 62,557 $11.4M
FUKOKU MUTUAL LIFE INSURANCE Co 0.90% Reduce -10.8% 66,443 $11.4M
Clark Asset Management, LLC 3.50% Reduce -4.3% 66,371 $11.4M
Masso Torrence Wealth Management Inc. 6.75% Reduce -6.8% 66,347 $11.4M
Jupiter Wealth Management LLC 6.02% Reduce -3.9% 62,224 $11.4M
3Chopt Investment Partners, LLC 4.67% Add +15.7% 66,279 $11.4M
Spotlight Asset Group, Inc. 8.13% Add +0.3% 66,268 $11.4M
Roberts Wealth Advisors, LLC 4.24% Reduce -0.6% 65,714 $11.3M
Mycio Wealth Partners, LLC 2.85% Reduce -0.1% 65,879 $11.3M
Cladis Investment Advisory, LLC 8.29% Reduce -0.7% 65,866 $11.3M
Intelligence Driven Advisers, LLC 1.67% Reduce -2.7% 65,803 $11.3M
Wolverine Asset Management LLC 0.99% Add +1468.1% 65,734 $11.3M
Mechanics Financial Corp 5.86% Reduce -0.1% 65,683 $11.3M
Gibraltar Capital Management, Inc. 5.23% Add +2.5% 65,505 $11.2M
Banyan Capital Management, Inc. 6.37% Reduce -4.6% 65,477 $11.2M
Towercrest Capital Management 1.89% Add +1.2% 65,471 $11.2M
Notis-McConarty Edward 4.43% Reduce -7.5% 65,310 $11.2M
Avalon Capital Management 4.58% Reduce -20.7% 65,174 $11.2M
Capital Insight Partners, LLC 2.09% Add +2.3% 65,168 $11.2M
Ninety One SA (Pty) Ltd 1.61% Reduce -27.8% 65,251 $11.2M
Sheets Smith Wealth Management 1.25% Reduce -30.5% 65,108 $11.2M
Farrow Financial, Inc. 7.83% Reduce -2.3% 65,104 $11.2M
Ervin Investment Management, LLC 7.82% Reduce -2.4% 65,069 $11.2M
Bray Capital Advisors 2.83% Add +0.2% 65,042 $11.2M
Capital Market Strategies LLC 8.55% Reduce -6.2% 65,038 $11.2M
Pekin Hardy Strauss, Inc. 1.53% Reduce -5.9% 65,033 $11.2M
Central Valley Advisors, LLC 5.75% Add +0.8% 64,950 $11.1M
Strategy Asset Managers LLC 2.38% Add +2.0% 64,862 $11.1M
Arkfeld Wealth Strategies, L.L.C. 6.09% Add +3.6% 66,178 $11.1M
American Trust 0.93% Add +3.1% 64,746 $11.1M
Northwest Capital Management Inc 3.54% Add +0.0% 64,540 $11.1M
Silver Oak Securities, Incorporated 1.69% Reduce -13.1% 64,514 $11.1M
Debussy Capital Management LP 3.22% Reduce -5.8% 60,396 $11.1M
IMS Capital Management 5.14% Reduce -0.3% 64,432 $11.0M
Pflug Koory, LLC 0.79% Add +0.1% 64,388 $11.0M
Woodward Diversified Capital, LLC 6.85% Reduce -1.9% 64,306 $11.0M
Mount Vernon Associates Inc. 9.39% Reduce -0.8% 64,287 $11.0M
Bridge Creek Capital Management LLC 3.53% Add +2.0% 64,278 $11.0M
VeraBank, N.A. 3.43% Reduce -1.6% 64,236 $11.0M
Financial Perspectives, Inc 4.17% Reduce -1.8% 64,223 $11.0M
Highlander Capital Management, LLC 4.36% Reduce -4.6% 64,179 $11.0M
Newman Dignan & Sheerar, Inc. 2.94% Reduce -3.3% 64,066 $11.0M
Roof Eidam Maycock Peralta, LLC 3.01% Reduce -6.9% 63,979 $11.0M
IRON Financial LLC 6.11% Reduce -2.5% 63,950 $11.0M
Optas, LLC 2.99% Reduce -6.4% 63,910 $11.0M
Arlington Trust Co LLC 2.82% Reduce -3.8% 63,901 $11.0M
Cairn Investment Group, Inc. 6.29% Add +0.0% 63,869 $11.0M
Edgestream Partners, L.P. 0.55% Reduce -37.0% 63,823 $10.9M
Northwest Investment Counselors, LLC 2.66% Add +0.6% 63,704 $10.9M
Gables Capital Management Inc. 6.02% Reduce -0.5% 63,695 $10.9M
McGinn Penninger Investment Management, Inc. 7.16% Add +1.3% 63,678 $10.9M
Royal Fund Management, LLC 1.26% Add +5.8% 63,659 $10.9M
Montag & Caldwell, LLC 1.88% Reduce -3.5% 63,643 $10.9M
Catalina Capital Group, LLC 4.66% Add +84.5% 63,505 $10.9M
Sustainable Insight Capital Management, LLC 7.86% Add +597.7% 63,501 $10.9M
Global Wealth Management Investment Advisory, Inc. 2.67% Add +2.4% 63,481 $10.9M
Olistico Wealth, LLC 7.86% Reduce -6.1% 63,474 $10.9M
BIP Wealth, LLC 0.80% Add +2.9% 63,466 $10.9M
Hudson Value Partners, LLC 4.62% Add +0.2% 63,457 $10.9M
Platte River Wealth Advisors, LLC 3.10% Add +0.8% 63,433 $10.9M
Nvwm, LLC 2.98% Reduce -7.6% 63,385 $10.9M
Bradley & Co. Private Wealth Management, LLC 8.79% Add +5.7% 63,356 $10.9M
Highline Wealth Partners LLC 4.43% Add +4.9% 63,318 $10.9M
Dudley Capital Management, LLC 6.34% Reduce -1.4% 63,834 $10.9M
AlphaCore Capital LLC 2.89% Reduce -5.6% 63,238 $10.8M
Delta Investment Management, LLC 2.46% Reduce -3.9% 63,211 $10.8M
Poehling Capital Management, INC. 2.90% Add +0.3% 63,209 $10.8M
Bank Ozk 4.85% Reduce -1.8% 63,175 $10.8M
Midland Wealth Advisors, LLC 0.67% Add +27.3% 63,159 $10.8M
Stolper Co 3.91% Reduce -7.0% 63,128 $10.8M
Graybill Wealth Management, LTD. 4.56% Reduce -0.8% 63,117 $10.8M
Kelleher Financial Advisors 4.48% Reduce -3.7% 62,988 $10.8M
Archford Capital Strategies, LLC 1.81% Add +2.8% 62,921 $10.8M
Coastal Bridge Advisors, LLC 2.48% Reduce -5.7% 62,841 $10.8M
Pacifica Partners Inc. 4.77% Add +8.4% 62,999 $10.8M
Brick & Kyle, Associates 4.79% Add +10.1% 64,238 $10.8M
Muhlenkamp & Co. Inc. 3.12% Add +3.6% 62,604 $10.7M
Navellier & Associates Inc. 1.32% Reduce -1.4% 62,564 $10.7M
Essex Investment Management Co. LLC 2.12% Reduce -9.1% 62,558 $10.7M
High Net Worth Advisory Group LLC 3.38% Add +2.6% 62,544 $10.7M
CWS Financial Advisors, LLC 4.39% Reduce -5.4% 62,436 $10.7M
All Terrain Financial Advisors, LLC 4.61% Add +0.8% 62,347 $10.7M
1623 Capital LLC 5.97% Add +1.0% 62,300 $10.7M
Columbia Bank 4.38% — 62,295 $10.7M
WNY Asset Management, LLC 1.63% Reduce -3.6% 62,231 $10.7M
NFSG Corp 4.66% Reduce -28.2% 62,218 $10.7M
Loomis Sayles & Co. L P 0.02% Add +7.5% 62,094 $10.6M
Wimmer Associates 1, LLC 5.60% Reduce -0.1% 62,083 $10.6M
Arax Advisory Partners 1.12% Reduce -1.0% 62,046 $10.6M
Bright Rock Capital Management, LLC 2.20% Add +24.0% 62,000 $10.6M
Compton Wealth Advisory Group, LLC 2.91% Add +0.7% 61,980 $10.6M
Twin Focus Capital Partners, LLC 2.02% Add +0.6% 61,976 $10.6M
Gardner Lewis Asset Management L P 3.19% Reduce -1.4% 61,955 $10.6M
Hartford Financial Management Inc. 2.24% Add +1.5% 61,925 $10.6M
Eastover Investment Advisors LLC 5.19% Add +7.2% 61,914 $10.6M
Castle Rock Wealth Management, LLC 2.90% Add +10.0% 62,645 $10.6M
Waterloo Capital, L.P. 1.36% Add +9.4% 61,842 $10.6M
Torray Investment Partners LLC 1.58% Reduce -8.3% 61,728 $10.6M
Apollon Financial, LLC 3.66% Reduce -1.3% 61,711 $10.6M
Evermay Wealth Management LLC 1.60% Reduce -0.7% 61,621 $10.6M
NWK Group, Inc. 4.95% Add +1.7% 61,543 $10.6M
Redhawk Wealth Advisors, Inc. 1.72% Reduce -9.5% 61,476 $10.5M
Spring Capital Management, LLC 7.93% Reduce -3.3% 61,425 $10.5M
Financial Management Network Inc. 2.65% Reduce -1.7% 62,366 $10.5M
Sculati Wealth Management, LLC 4.55% Reduce -0.2% 61,328 $10.5M
Quantum Financial Advisors, LLC 1.94% Reduce -0.8% 61,326 $10.5M
Chilton Investment Co. Inc. 0.29% Reduce -29.3% 61,273 $10.5M
Willow Creek Wealth Management Inc. 1.23% Reduce -1.2% 61,238 $10.5M
Chronos Wealth Management, LLC 6.14% Add +1.5% 61,202 $10.5M
Capital Advantage, Inc. 2.13% Reduce -3.3% 56,329 $10.5M
Revolve Wealth Partners, LLC 1.79% Reduce -1.7% 61,085 $10.5M
DeDora Capital, Inc. 3.33% Reduce -0.2% 61,077 $10.5M
Gladius Capital Management LP 10.33% New 61,042 $10.5M
Buckhead Capital Management LLC 3.54% Add +0.0% 61,019 $10.5M
Credential Qtrade Securities Inc. 0.56% Add +1.4% 60,956 $10.5M
Wealth Dimensions Group, Ltd. 3.09% Reduce -7.0% 60,942 $10.5M
Garden State Investment Advisory Services LLC 3.82% Add +0.3% 61,055 $10.4M
Strengthening Families & Communities, LLC 6.18% Add +5.3% 60,801 $10.4M
Cordgrass Capital Advisors, LLC 3.25% Add +0.0% 60,785 $10.4M
Alpha Family Trust 6.30% Reduce -2.3% 60,710 $10.4M
Lederer & Associates Investment Counsel 7.23% Reduce -0.4% 60,692 $10.4M
Eagle Bay Advisors LLC 6.56% Reduce -0.6% 60,649 $10.4M
B & T Capital Management DBA Alpha Capital Management 2.02% Reduce -4.5% 60,488 $10.4M
Grace & Mercy Foundation, Inc. 2.63% No change 60,300 $10.3M
Prosperity Financial Group, Inc. 6.38% Add +3.2% 60,230 $10.3M
Insight Wealth Strategies, LLC 1.52% Add +43.4% 60,185 $10.3M
KPP Advisory Services LLC 2.83% Reduce -2.7% 60,184 $10.3M
Drive Wealth Management, LLC 2.89% Reduce -1.0% 60,163 $10.3M
Amplius Wealth Advisors, LLC 1.16% Add +0.8% 60,158 $10.3M
Hall Laurie J Trustee 3.63% Reduce -0.8% 60,111 $10.3M
St. Johns Investment Management Company, LLC 4.94% Reduce -3.0% 60,097 $10.3M
Symphony Financial, Ltd. Co. 2.40% Reduce -19.4% 60,092 $10.3M
Index Fund Advisors, Inc. 0.57% Add +0.5% 60,022 $10.3M
Norden Group LLC 2.09% Add +10.8% 60,021 $10.3M
Bell & Brown Wealth Advisors, LLC 4.41% Reduce -4.6% 60,016 $10.3M
Core Wealth Partners LLC 7.76% Add +0.2% 59,872 $10.3M
O'Brien Greene & Co. Inc 3.39% Reduce -2.0% 59,865 $10.3M
Fortitude Advisory Group L.L.C. 5.79% Reduce -14.5% 59,753 $10.2M
Coston, McIsaac & Partners 3.29% Reduce -0.1% 59,696 $10.2M
WealthShield Partners, LLC 1.66% Add +7.5% 59,665 $10.2M
Savoie Capital LLC 1.43% Add +20.9% 59,650 $10.2M
Ballast, Inc. 3.23% Add +1.1% 59,573 $10.2M
Northside Capital Management, LLC 1.82% No change 59,570 $10.2M
ICICI Prudential Asset Management Co Ltd 1.15% Add +1.9% 59,526 $10.2M
Titleist Asset Management, LLC 1.78% Add +1.8% 59,346 $10.2M
Vanguard Capital Wealth Advisors 7.17% Reduce -1.6% 59,345 $10.2M
Triton Financial Group Inc 7.22% Reduce -7.6% 59,344 $10.2M
Inspirion Wealth Advisors, LLC 1.68% Add +0.8% 59,274 $10.2M
Wescott Financial Advisory Group, LLC 1.26% Reduce -25.0% 59,267 $10.2M
Western Pacific Wealth Management, LP 7.36% Reduce -1.1% 59,192 $10.2M
Evexia Wealth LLC 4.17% Add +1.5% 57,426 $10.1M
Investment Advisory Services Inc. /TX 3.72% Reduce -0.3% 59,032 $10.1M
Channel Wealth LLC 4.06% Add +2.1% 58,943 $10.1M
Marathon Capital Management 2.43% Add +0.6% 58,937 $10.1M
Earned Wealth Advisors, LLC 3.86% Reduce -1.6% 58,850 $10.1M
Boston Research & Management Inc. 2.49% Add +0.6% 58,821 $10.1M
World Investment Advisors 1.44% Reduce -45.5% 41,542 $10.1M
WealthBridge Capital Management, LLC 3.39% Reduce -2.4% 58,681 $10.1M
Blue Edge Capital, LLC 1.68% Reduce -8.9% 58,758 $10.1M
Laffer Tengler Investments, Inc. 3.28% Add +44.3% 58,514 $10.0M
Towne Trust Company, N.A 3.64% Reduce -0.2% 58,336 $10.0M
KG Capital Management 3.97% Reduce -15.8% 58,219 $10.0M
Walkner Condon Financial Advisors LLC 2.12% Reduce -0.4% 58,301 $10.0M
Transcendent Capital Group LLC 5.81% Add +13.3% 58,289 $10.0M
Lafayette Investments, Inc. 2.24% Add +1.7% 58,273 $10.0M
Old Second National Bank of Aurora 2.60% Reduce -13.1% 58,264 $10.0M
First Community Trust NA 9.39% Add +0.5% 58,214 $10.0M
Advisor Resource Council 4.23% Reduce -52.8% 52,075 $10.0M
Bellevue Asset Management, LLC 5.66% Reduce -1.3% 58,102 $10.0M
Lincoln Capital LLC 2.22% Reduce -0.6% 58,025 $10.0M
Peoples Financial Services Corp. 4.32% Reduce -6.3% 57,998 $9.9M
Compound Global Advisors, LLC 1.75% Add +112.1% 57,651 $9.9M
Carderock Capital Management Inc. 2.77% Reduce -25.4% 57,633 $9.9M
Sage Rhino Capital LLC 2.33% Reduce -2.6% 57,603 $9.9M
Gries Financial LLC 1.65% Add +36.3% 57,591 $9.9M
Carmel Capital Management L.L.C. 4.05% Reduce -12.1% 57,507 $9.9M
Port Capital LLC 0.49% Reduce -4.3% 57,449 $9.9M
SJS Investment Consulting Inc. 1.97% Reduce -0.6% 57,447 $9.9M
Arbor Investment Advisors, LLC 1.44% Reduce -1.9% 57,425 $9.8M
Abbot Financial Management, Inc. 5.43% Add +0.8% 57,408 $9.8M
Texas Capital Bancshares Inc 4.46% Reduce -0.9% 57,288 $9.8M
Provenance Wealth Advisors, LLC 1.38% Add +4.7% 57,286 $9.8M
McIlrath & Eck, LLC 1.56% Add +4.0% 57,281 $9.8M
Timber Creek Capital Management LLC 3.07% Add +3.8% 57,274 $9.8M
Legato Capital Management LLC 1.18% No change 57,263 $9.8M
Kathmere Capital Management, LLC 1.12% Add +4.6% 57,224 $9.8M
Virtue Capital Management, LLC 1.76% Add +35.5% 55,679 $9.8M
Clay Northam Wealth Management, LLC 7.88% Reduce -0.6% 57,077 $9.8M
Sterling Investment Counsel, LLC 4.52% Reduce -16.4% 57,049 $9.8M
City State Bank 4.32% Reduce -0.5% 57,036 $9.8M
Twin Peaks Wealth Advisors, LLC 5.43% Reduce -7.9% 56,995 $9.8M
Sawyer & Company, Inc 3.90% Reduce -0.1% 56,940 $9.8M
Kensington Investment Counsel, LLC 4.45% Add +3.2% 56,854 $9.7M
Excalibur Management Corp. 4.13% Reduce -0.4% 56,849 $9.7M
JARISLOWSKY, FRASER Ltd 0.06% Reduce -15.6% 56,906 $9.7M
Alkeon Capital Management LLC 0.05% No change 56,627 $9.7M
Broadwater Capital Management LLC 7.45% Reduce -6.8% 56,580 $9.7M
Tyler-Stone Wealth Management 4.31% Reduce -3.5% 56,560 $9.7M
TLW Wealth Management, LLC 6.17% Add +0.1% 56,499 $9.7M
Sterling Financial Group, Inc. 4.60% Add +0.0% 56,469 $9.7M
Wealth Management Partners, LLC 4.92% Reduce -3.4% 56,451 $9.7M
CV Advisors LLC 5.82% Add +17.6% 56,398 $9.7M
Delta Asset Management LLC 0.85% Reduce -0.7% 56,266 $9.6M
Private Portfolio Partners LLC 2.01% Add +0.9% 56,197 $9.6M
Trail Ridge Investment Advisors, LLC 5.44% Reduce -2.3% 56,112 $9.6M
Alaethes Wealth, LLC 4.20% Reduce -1.1% 56,048 $9.6M
EULAV Asset Management 0.26% Reduce -6.6% 56,048 $9.6M
Roberts Capital Advisors, LLC 9.21% — 55,974 $9.6M
Seamount Financial Group Inc. 8.41% Reduce -2.5% 55,922 $9.6M
Somerset Trust Co 3.91% Add +0.8% 55,827 $9.6M
Turtle Creek Wealth Advisors, LLC 2.34% Add +16.4% 55,670 $9.5M
Asio Capital, LLC 2.02% Add +1.5% 55,618 $9.5M
Satovsky Asset Management LLC 2.79% Reduce -5.4% 55,635 $9.5M
Yoder Wealth Management, Inc. 6.22% Reduce -1.4% 55,581 $9.5M
Harbor Advisory Corp. 3.24% Reduce -0.8% 55,520 $9.5M
Foster Victor Wealth Advisors, LLC 0.87% Add +4.5% 54,334 $9.5M
Cherry Creek Investment Advisors, Inc. 5.15% Reduce -1.7% 55,447 $9.5M
Alhambra Investment Management LLC 5.20% Reduce -0.9% 55,416 $9.5M
Householder Group Estate & Retirement Specialist, LLC 2.82% Add +2.2% 55,348 $9.5M
Noked Israel Ltd 2.54% Reduce -31.2% 55,200 $9.5M
Eukles Asset Management 4.11% Add +3.5% 55,126 $9.5M
Tenere Capital LLC 2.81% New 55,125 $9.5M
Tradewinds, LLC. 4.52% — 55,116 $9.5M
Sugarloaf Wealth Management, LLC 1.96% Add +0.2% 55,070 $9.4M
Davidson Trust Co. 5.50% Add +0.9% 55,059 $9.4M
First United Bank & Trust 3.49% Reduce -0.2% 54,994 $9.4M
Citizens & Northern Corp. 3.19% Reduce -3.2% 54,993 $9.4M
Connable Office Inc. 1.07% Reduce -6.8% 54,974 $9.4M
Zimmermann Investment Management & Planning LLC 3.39% Reduce -0.7% 54,865 $9.4M
Dover Advisors, LLC 6.44% Add +50.9% 54,849 $9.4M
Levy Wealth Management Group, LLC 2.64% No change 48,837 $9.4M
NovaPoint Capital, LLC 3.29% Add +0.4% 54,767 $9.4M
Eagle Capital Management, LLC 4.23% Reduce -1.4% 54,760 $9.4M
Concord Asset Management, LLC 2.47% Add +22.4% 54,751 $9.4M
Lincoln Capital Corp. 4.11% Reduce -0.8% 54,736 $9.4M
Parkside Investments, LLC 1.49% Reduce -44.6% 54,734 $9.4M
Abundance Wealth Counselors 2.16% Reduce -0.4% 54,712 $9.4M
Graphene Investments SAS 5.65% Add +11.4% 54,700 $9.4M
Financial Security Advisor, Inc. 3.27% Reduce -1.3% 54,639 $9.4M
Orleans Capital Management Corp. 6.15% Reduce -13.7% 54,626 $9.4M
Benson Investment Management Company, Inc. 3.98% Add +1.7% 54,623 $9.4M
Concentric Wealth Management, LLC 2.49% Add +12.4% 54,610 $9.4M
Bonness Enterprises Inc. 3.37% No change 54,440 $9.3M
DMC Group, LLC 8.06% Add +2.8% 54,436 $9.3M
Sovereign Financial Group, Inc. 2.48% Add +7.6% 54,414 $9.3M
Menlo Advisors LLC 5.34% Reduce -0.9% 54,411 $9.3M
Parisi Gray Wealth Management 3.50% Reduce -0.3% 54,346 $9.3M
High Falls Advisors, Inc 2.34% Reduce -2.6% 54,317 $9.3M
SPC Financial, Inc. 0.87% Reduce -3.7% 54,269 $9.3M
Roman Butler Fullerton & Co. 3.50% Reduce -2.7% 56,083 $9.3M
CoreFirst Bank & Trust 5.81% Reduce -2.6% 54,167 $9.3M
Clarus Group, Inc. 6.49% Add +1.0% 54,028 $9.3M
Princeton Global Asset Management LLC 2.20% Reduce -8.2% 53,981 $9.3M
Orion Capital Management LLC 4.93% Reduce -18.3% 53,945 $9.3M
Merrion Investment Management Co, LLC 6.61% Reduce -2.1% 53,926 $9.2M
Eagle Ridge Investment Management 0.85% Reduce -0.1% 53,921 $9.2M
Global Assets Advisory, LLC 5.56% Add +36.3% 54,345 $9.2M
Thomas Story & Son LLC 3.90% Reduce -0.0% 53,846 $9.2M
Darwin Wealth Management, LLC 2.57% Reduce -1.7% 53,816 $9.2M
Xcel Wealth Management, LLC 2.90% Reduce -0.6% 53,726 $9.2M
Montgomery Investment Management Inc. 3.51% Reduce -16.5% 53,712 $9.2M
McLean Asset Management Corp 3.15% Reduce -0.8% 54,262 $9.2M
REDW Wealth LLC 2.48% Reduce -3.0% 53,680 $9.2M
Buffington Mohr McNeal 1.67% Add +7.7% 53,664 $9.2M
Kenora Financial, LLC 3.90% Add +1.8% 53,455 $9.2M
CFS Investment Advisory Services, LLC 1.54% Add +3.5% 53,454 $9.2M
Strategic Financial Concepts, LLC 2.21% Add +172.3% 53,435 $9.2M
Nkcfo LLC 5.46% No change 53,300 $9.1M
Next Level Private LLC 4.20% Add +4.8% 53,295 $9.1M
626 Financial, LLC 5.52% Add +2.3% 53,248 $9.1M
jvl associates llc 3.75% Reduce -0.6% 53,135 $9.1M
Trust Investment Advisors 6.56% Reduce -3.7% 53,034 $9.1M
Blue Zone Wealth Advisors, LLC 3.13% Reduce -0.2% 53,014 $9.1M
Owen LaRue, LLC 5.68% Reduce -8.4% 52,934 $9.1M
EFG Asset Management (Americas) Corp. 2.76% Reduce -31.7% 52,906 $9.1M
Mark Sheptoff Financial Planning, LLC 5.03% Reduce -1.5% 52,854 $9.1M
Faithward Advisors, LLC 1.64% Add +40.3% 52,811 $9.1M
Stiles Financial Services Inc 3.63% Reduce -1.7% 52,754 $9.0M
Scissortail Wealth Management, LLC 2.39% Reduce -61.1% 52,758 $9.0M
Rock Point Advisors, LLC 2.69% Reduce -3.2% 52,742 $9.0M
Harbour Investment Management LLC 4.24% Reduce -0.8% 52,630 $9.0M
White Pine Capital LLC 3.43% Add +1.9% 52,982 $9.0M
Ethos Financial Group, LLC 1.73% Add +3.0% 52,192 $9.0M
Palogic Value Management, L.P. 3.90% Reduce -0.7% 52,552 $9.0M
TFC Financial Management, Inc. 1.60% Add +1.2% 52,533 $9.0M
Advocate Group LLC 1.79% Reduce -7.5% 52,422 $9.0M
Family Capital Trust Co 3.08% Reduce -1.4% 52,418 $9.0M
MTM Investment Management, LLC 3.70% Reduce -2.1% 52,306 $9.0M
Prospect Financial Services LLC 7.40% Add +3.2% 52,273 $9.0M
Planning Alternatives Ltd. 1.47% Add +0.0% 52,197 $9.0M
Cove Private Wealth, LLC 7.84% Add +0.0% 52,041 $8.9M
HBW Advisory Services LLC 1.67% No change 46,346 $8.9M
Cim Investment Management Inc. 2.66% No change 52,023 $8.9M
DGS Capital Management, LLC 2.53% Add +15.4% 52,003 $8.9M
Advanced Asset Management Advisors Inc 2.20% Reduce -1.0% 51,950 $8.9M
Gateway Advisory, LLC 1.56% Add +1.6% 51,932 $8.9M
SYSTM Wealth Solutions LLC 1.12% Reduce -11.6% 51,893 $8.9M
Cottage Street Advisors LLC 5.36% Add +12.3% 51,824 $8.9M
First Business Financial Services, Inc. 0.95% Reduce -0.2% 51,765 $8.9M
Marshall Financial Group, LLC 2.55% Add +1.0% 51,741 $8.9M
Brown Capital Management LLC 0.16% Reduce -1.8% 51,669 $8.9M
Overbrook Management Corp 2.38% Reduce -63.1% 51,663 $8.9M
Accretive Wealth Partners, LLC 3.92% Add +63.3% 48,297 $8.9M
Hollow Brook Wealth Management LLC 3.28% Reduce -3.3% 51,642 $8.9M
Slagle Financial, LLC 4.80% Reduce -40.2% 51,637 $8.9M
Vise Technologies, Inc. 1.74% Add +10.1% 51,577 $8.8M
Wealth Alliance Advisory Group, LLC 2.05% Add +9.4% 51,564 $8.8M
Hazlett, Burt & Watson, Inc. 5.30% Reduce -0.4% 51,563 $8.8M
Brown, Lisle/Cummings, Inc. 3.00% Add +0.9% 51,510 $8.8M
Peninsula Asset Management Inc. 4.73% Reduce -2.0% 51,416 $8.8M
Unigestion Holding SA 0.43% Add +17.4% 51,294 $8.8M
Affiance Financial, LLC 2.38% Add +2.5% 51,286 $8.8M
Caldwell Sutter Capital, Inc. 4.24% Reduce -10.2% 51,286 $8.8M
Obsidian Cio, LLC 2.16% Add +5.9% 51,041 $8.8M
LBMC Investment Advisors, LLC 0.76% Add +1.7% 50,997 $8.7M
Peninsula Wealth, LLC 1.74% Reduce -15.5% 50,987 $8.7M
BigSur Wealth Management LLC 2.74% Add +72.0% 50,983 $8.7M
Lebenthal Global Advisors, LLC 1.94% Reduce -7.5% 50,958 $8.7M
WealthBridge Investment Counsel Inc. 3.24% Reduce -2.2% 50,953 $8.7M
Walled Lake Planning & Wealth Management, LLC 3.59% Add +3.2% 50,915 $8.7M
Signature Wealth Management Partners, LLC 7.10% Reduce -3.9% 50,858 $8.7M
Lwmg, LLC 2.01% Reduce -8.6% 50,768 $8.7M
Mfa Wealth Advisors, LLC 2.29% Add +2.3% 50,767 $8.7M
Carl P. Sherr & Co., LLC 4.91% Reduce -2.0% 50,752 $8.7M
Allstate Corp. 0.62% Reduce -3.5% 50,720 $8.7M
Global Trust Asset Management, LLC 3.56% Reduce -9.7% 50,606 $8.7M
Rede Wealth, LLC 3.63% Add +0.0% 50,478 $8.7M
McElhenny Sheffield Capital Management, LLC 3.08% Reduce -0.1% 50,112 $8.7M
Valley Brook Capital Group, Inc. 6.90% Reduce -4.9% 50,374 $8.6M
Point Windward Advisors Inc. 3.59% Reduce -2.6% 50,331 $8.6M
Bell Bank 0.74% Add +32.8% 50,322 $8.6M
Meridian Investment Counsel Inc. 2.87% Reduce -2.2% 50,303 $8.6M
CNB Bank 4.20% Add +0.2% 50,213 $8.6M
Chesapeake Wealth Management 3.14% Reduce -1.3% 50,196 $8.6M
Financial Council, LLC 5.07% Add +3.0% 50,011 $8.6M
Kentucky Farm Bureau Mutual Insurance Co 2.03% No change 50,000 $8.6M
Waypoint Capital Advisors, LLC 2.24% Reduce -0.5% 49,916 $8.6M
Mystic Asset Management, Inc. 3.54% Add +1.7% 49,910 $8.6M
Key Client Fiduciary Advisors, LLC 4.54% Add +6.1% 49,858 $8.5M
Stokes Capital Advisors, LLC 2.48% Add +4.0% 49,740 $8.5M
Institutional & Family Asset Management, LLC 1.36% Add +0.1% 49,735 $8.5M
JT Stratford LLC 1.70% Add +3.2% 49,725 $8.5M
Silvia McColl Wealth Management, LLC 7.31% Reduce -0.2% 50,810 $8.5M
Arden Trust Co 1.19% Reduce -4.3% 49,711 $8.5M
Strong Tower Advisory Services 3.42% Add +2.3% 50,005 $8.5M
Cornerstone Capital, Inc. 0.87% Reduce -3.9% 49,581 $8.5M
Nia Impact Advisors, LLC 3.39% — 49,567 $8.5M
Silverlake Wealth Management LLC 4.32% Reduce -8.2% 49,540 $8.5M
Searcy Financial Services Inc. 4.32% Add +2.6% 49,490 $8.5M
Modus Advisors, LLC 3.14% Reduce -3.9% 49,487 $8.5M
Laraway Financial Advisors Inc 7.47% Reduce -1.4% 49,421 $8.5M
Invst, LLC 1.00% Add +0.8% 49,814 $8.5M
Clearwater Capital Advisors, LLC 0.90% Add +0.9% 49,382 $8.5M
DT Investment Partners, LLC 0.86% Add +33.3% 49,343 $8.5M
Atlas Private Wealth Advisors 2.82% Reduce -52.6% 49,290 $8.5M
Greater Midwest Financial Group, LLC 5.29% Reduce -7.7% 49,295 $8.5M
Wealthquest Corp 0.91% Reduce -3.5% 49,294 $8.5M
Seaview Investment Managers LLC 2.54% Add +3.3% 49,294 $8.5M
Atticus Wealth Management, LLC 2.76% Reduce -7.8% 49,277 $8.5M
Bright Futures Wealth Management, LLC. 4.56% — 39,368 $8.4M
Wealth Advisors of Tampa Bay, LLC 4.00% Reduce -3.5% 49,107 $8.4M
Cetera Trust Company, N.A 5.06% Reduce -2.4% 49,066 $8.4M
United Advisor Group, LLC 3.15% New 48,907 $8.4M
Highview Capital Management LLC 3.77% Add +3.4% 48,834 $8.4M
Purus Wealth Management, LLC 4.13% Reduce -0.4% 48,833 $8.4M
Riggs Asset Managment Co. Inc. 2.44% Reduce -5.4% 48,736 $8.4M
Derbend Asset Management 4.12% Add +8.0% 48,722 $8.4M
Gilbert & Cook, Inc. 1.14% Add +12.7% 48,717 $8.4M
American Trust Investment Advisors, LLC 3.98% Reduce -2.9% 48,680 $8.3M
Enterprise Financial Services Corp 5.01% Reduce -2.6% 48,554 $8.3M
Financial Enhancement Group LLC 1.37% Reduce -2.1% 47,145 $8.3M
Childress Capital Advisors, LLC 2.41% Reduce -7.7% 48,444 $8.3M
REAP Financial Group, LLC 2.28% Reduce -0.5% 48,433 $8.3M
Marino, Stram & Associates LLC 1.96% Reduce -2.1% 48,363 $8.3M
Weybosset Research & Management LLC 2.97% Reduce -12.5% 3,987 $8.3M
Banco BTG Pactual S.A. 2.58% New 48,268 $8.3M
Security National Bank of So Dak 4.98% Reduce -1.3% 48,247 $8.3M
Atlantic Edge Private Wealth Management, LLC 2.84% Add +22.4% 48,230 $8.3M
Tsfg, LLC 2.08% Reduce -3.7% 48,218 $8.3M
Ellerson Group Inc. 6.31% Reduce -3.1% 48,166 $8.3M
Patron Partners, LLC 5.03% Add +0.6% 48,158 $8.3M
CVA Family Office, LLC 1.47% Reduce -0.8% 48,055 $8.2M
One Wealth Management Investment & Advisory Services, LLC 3.38% Reduce -7.1% 48,052 $8.2M
GS Investments, Inc. 3.97% Reduce -0.0% 48,001 $8.2M
West Wealth Group, LLC 3.05% Reduce -4.0% 47,997 $8.2M
Analyst IMS Investment Management Services Ltd. 0.36% Add +2.1% 47,956 $8.2M
Shepherd Kaplan Krochuk, LLC 6.55% Add +0.0% 47,824 $8.2M
LCM Capital Management Inc 5.29% Add +0.5% 47,772 $8.2M
Sandy Cove Advisors, LLC 3.77% Add +16.6% 47,694 $8.2M
FCG Investment Co 6.53% Add +8.1% 47,600 $8.2M
First County Bank 3.99% Reduce -11.1% 47,568 $8.2M
Cypress Capital, LLC 2.23% Add +8.1% 47,503 $8.1M
Syntegra Private Wealth Group, LLC 1.05% Add +3.1% 47,313 $8.1M
Pettinga Financial Advisors LLC 2.06% Reduce -1.9% 47,141 $8.1M
Norway Savings Bank 3.37% Add +1.8% 47,130 $8.1M
Spirit of America Management Corp. 1.62% Reduce -3.6% 46,982 $8.1M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 5.99% Add +40.2% 46,949 $8.1M
GUNN & Co INVESTMENT MANAGEMENT, INC. 6.05% Reduce -91.4% 46,944 $8.1M
Diversified, LLC 1.11% Reduce -0.9% 46,915 $8.0M
Kowal Investment Group, LLC 1.73% Add +1.4% 46,816 $8.0M
Heartland Bank & Trust Co 4.66% Reduce -6.4% 46,732 $8.0M
Encompass Wealth Advisors, LLC 2.14% Add +26.1% 46,638 $8.0M
WT Wealth Management 2.85% Add +20.7% 46,544 $8.0M
Spinnaker Investment Group, LLC 2.24% Reduce -12.5% 46,510 $8.0M
Vista Investment Partners LLC 2.74% Reduce -12.8% 46,480 $8.0M
HHM Wealth Advisors, LLC 1.31% Add +0.1% 46,451 $8.0M
RPg Family Wealth Advisory, LLC 2.52% Reduce -0.8% 46,450 $8.0M
Prosperitas Financial LLC 5.10% Reduce -10.7% 46,431 $8.0M
Lynch & Associates 1.84% Reduce -2.8% 46,418 $8.0M
Beacon Capital Management, LLC 1.63% Add +3.1% 46,350 $7.9M
Cohen Investment Advisors LLC 5.15% Add +2.1% 46,335 $7.9M
CenterBook Partners LP 0.55% New 46,284 $7.9M
Genesee Capital Advisors, LLC 4.34% Reduce -1.4% 46,280 $7.9M
Wisconsin Capital Management LLC 4.17% Reduce -8.3% 46,279 $7.9M
Empire Financial Management Company, LLC 2.62% Add +14.8% 46,199 $7.9M
University of Texas/Texas Am Investment Management Co. 2.17% Reduce -1.0% 41,113 $7.9M
West Michigan Advisors, LLC 2.57% Add +2.7% 46,122 $7.9M
Thompson Investment Management, Inc. 1.20% Reduce -2.1% 46,115 $7.9M
Delaney Dennis R 4.31% Add +0.1% 46,091 $7.9M
Painted Porch Advisors LLC 4.83% Add +20.1% 46,065 $7.9M
Clear Creek Financial Management, LLC 1.01% Add +6.3% 45,945 $7.9M
Peak Financial Management, Inc. 2.49% Reduce -10.7% 45,866 $7.9M
Investmark Advisory Group LLC 4.31% Reduce -1.6% 45,814 $7.9M
Headlands Technologies LLC 1.89% Reduce -79.4% 45,808 $7.9M
Capital Advisors Wealth Management, LLC 1.63% Reduce -4.0% 45,786 $7.9M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 2.04% Add +114.6% 45,747 $7.8M
Canopy Partners, LLC 3.83% Add +6.2% 45,738 $7.8M
Grey Ledge Advisors, LLC 2.21% Add +0.7% 45,733 $7.8M
Aerodigm Wealth, LLC 3.17% Add +145.5% 45,669 $7.8M
Congress Park Capital LLC 3.46% Reduce -11.3% 45,651 $7.8M
William Allan Corp 5.20% Add +2.0% 45,620 $7.8M
Wolf Group Capital Advisors 3.72% No change 40,306 $7.8M
Keynote Financial Services LLC 6.58% — 45,477 $7.8M
Sonata Capital Group Inc. 3.55% Reduce -1.5% 45,473 $7.8M
Milestone Asset Management, LLC 2.23% Add +509.4% 45,460 $7.8M
Portland Global Advisors LLC 1.06% Reduce -8.6% 45,426 $7.8M
Pacific Sun Financial Corp 4.54% Add +11.9% 45,426 $7.8M
Shorepath Capital Management LLC 6.15% Add +32.3% 45,394 $7.8M
Atlas Capital Advisors Inc. 1.22% Reduce -38.0% 45,381 $7.8M
Vestmark Advisory Solutions, Inc. 0.33% Reduce -6.3% 45,324 $7.8M
Intact Investment Management Inc. 0.31% Add +4.1% 45,300 $7.8M
Asset Management Advisors, LLC 6.03% Reduce -1.5% 45,277 $7.8M
Game Plan Financial Advisors, LLC 4.47% Add +0.7% 45,260 $7.8M
Ceera Investments, LLC 3.40% Reduce -0.2% 45,218 $7.8M
Agate Pass Investment Management, LLC 4.16% Add +2.5% 45,212 $7.8M
Northwest Wealth Management, LLC 2.12% Add +15.5% 45,135 $7.7M
Patriot Investment Management Group, Inc. 0.61% Reduce -5.0% 45,048 $7.7M
BKM Wealth Management, LLC 3.32% Add +2.6% 45,006 $7.7M
Baron Silver Stevens Financial Advisors, LLC 1.50% Add +4.6% 45,004 $7.7M
Deuterium Capital Management, LLC 13.77% Add +66.7% 45,000 $7.7M
KP Management LLC 3.31% No change 45,000 $7.7M
Maytus Capital Management, LLC 3.27% New 45,000 $7.7M
Matisse Capital 3.71% Reduce -0.8% 44,945 $7.7M
Dagco, Inc. 3.50% Add +1552.3% 44,875 $7.7M
Sandhill Capital Partners LLC 0.62% Reduce -1.0% 44,825 $7.7M
Cross Staff Investments Inc 6.47% Reduce -0.9% 44,780 $7.7M
Quantum Portfolio Management LLC 4.36% Add +1.3% 44,691 $7.7M
East Coast Asset Management, LLC. 2.79% Reduce -0.1% 44,650 $7.7M
Founders Capital Management 5.17% Reduce -0.8% 44,647 $7.7M
Opinicus Capital, Inc. 6.80% Add +0.7% 44,631 $7.7M
Hixon Zuercher, LLC 3.23% Reduce -7.5% 44,549 $7.6M
Reliant Investment Management, LLC 3.58% Reduce -0.3% 44,533 $7.6M
Lloyd Advisory Services, LLC. 1.63% Add +387.4% 44,525 $7.6M
RBA Wealth Management, LLC 3.09% Add +1.4% 44,506 $7.6M
Next Capital Management LLC 3.10% Add +25.2% 44,461 $7.6M
Asahi Life Asset Management Co., LTD. 4.56% Reduce -12.9% 44,350 $7.6M
Bank of Stockton 2.35% Reduce -1.0% 44,338 $7.6M
United Bank 3.86% Add +2.1% 44,310 $7.6M
Trinity Legacy Partners, LLC 2.22% Reduce -8.2% 44,263 $7.6M
Centerpoint Advisors, LLC 2.84% Reduce -0.8% 44,252 $7.6M
Jmac Enterprises LLC 1.41% Reduce -3.2% 44,236 $7.6M
Hudson Canyon Capital Management 4.87% Add +2.3% 44,200 $7.6M
Palumbo Wealth Management LLC 3.39% Reduce -0.8% 44,174 $7.6M
Next Century Growth Investors LLC 0.66% Reduce -30.1% 44,166 $7.6M
Drexel Morgan & Co. 1.56% Add +0.3% 44,102 $7.6M
Fi3 FINANCIAL ADVISORS, LLC 3.47% Add +9.6% 41,202 $7.6M
Baxter Bros Inc. 0.97% Reduce -21.0% 44,059 $7.6M
Providence Wealth Advisors, LLC 6.44% Add +2230.5% 44,653 $7.5M
Tranquility Partners, LLC 2.92% Add +8.9% 44,007 $7.5M
Advisors Management Group Inc. 1.87% Add +4.1% 43,953 $7.5M
Gemmer Asset Management LLC 0.87% Add +2.0% 43,949 $7.5M
Smallwood Wealth Investment Management, LLC 5.84% Add +2.9% 43,926 $7.5M
Planning Directions Inc. 5.23% Reduce -0.3% 43,913 $7.5M
Alera Investment Advisors, LLC 1.02% Reduce -16.4% 43,904 $7.5M
Pine Haven Investment Counsel, Inc 6.62% Reduce -1.2% 43,891 $7.5M
Beacon Financial Group 0.86% Reduce -5.1% 43,875 $7.5M
Zweig-DiMenna Associates LLC 0.67% Reduce -2.3% 43,858 $7.5M
Spreng Capital Management, Inc. 4.05% Add +5.0% 43,857 $7.5M
North Growth Management Ltd. 1.44% No change 44,000 $7.5M
Boyd Watterson Asset Management LLC 2.73% Reduce -0.5% 43,804 $7.5M
Baker Ellis Asset Management LLC 1.12% Reduce -4.5% 43,721 $7.5M
Thrive Wealth Management, LLC 1.55% Add +1.3% 43,669 $7.5M
Parkside Advisors LLC 1.93% Reduce -2.1% 43,632 $7.5M
Joseph P. Lucia & Associates, LLC 4.01% Add +1.1% 43,626 $7.5M
Morling Financial Advisors, LLC 4.28% Reduce -1.6% 43,594 $7.5M
Integrated Investment Consultants, LLC 2.05% Reduce -1.1% 43,506 $7.5M
Cadent Capital Advisors, LLC 2.98% Add +25.7% 43,457 $7.5M
Summit Asset Management, LLC 0.88% Add +1.5% 43,439 $7.4M
Atlas Private Wealth Management, LLC 3.12% Reduce -5.2% 43,307 $7.4M
Oxler Private Wealth LLC 2.91% Add +4.0% 43,257 $7.4M
Morningstar Investment Services LLC 0.08% Reduce -43.1% 42,758 $7.4M
ABLE Financial Group, LLC 2.91% Reduce -4.3% 43,179 $7.4M
ROI Financial Advisors, LLC 5.82% Reduce -7.1% 43,140 $7.4M
Burke & Herbert Bank & Trust Co. 5.56% Reduce -11.8% 43,106 $7.4M
Aurora Investment Managers, LLC. 5.43% Reduce -3.8% 43,060 $7.4M
White Pine Investment CO 2.18% Reduce -5.6% 43,061 $7.4M
Headinvest, LLC 1.44% Reduce -14.1% 43,059 $7.4M
Kohmann Bosshard Financial Services, LLC 1.03% Add +2.0% 43,036 $7.4M
Sage Advisors, LLC 6.56% Reduce -21.2% 42,987 $7.4M
Chapman Investment Management, LLC 5.43% Reduce -4.2% 42,986 $7.4M
Freedom Day Solutions, LLC 2.61% Reduce -2.3% 42,968 $7.4M
Clarus Wealth Advisors 4.17% Reduce -2.9% 43,914 $7.4M
Goepper Burkhardt LLC 3.43% Reduce -2.3% 40,245 $7.4M
Lavaca Capital LLC 4.49% Add +171.4% 42,930 $7.4M
Bourgeon Capital Management LLC 1.44% Reduce -0.4% 42,908 $7.4M
Emfo, LLC 6.73% Add +1.2% 42,866 $7.4M
BHK Investment Advisors, LLC 2.82% Add +3.6% 42,799 $7.3M
Chemung Canal Trust Co. 1.42% Reduce -33.5% 42,776 $7.3M
Old North State Trust, LLC 6.20% — 42,760 $7.3M
Cheviot Value Management, LLC 1.61% Reduce -3.5% 42,703 $7.3M
SWP Financial LLC 5.13% Add +23.6% 42,691 $7.3M
Acas, LLC 7.08% Add +0.9% 42,682 $7.3M
FPC Investment Advisory, Inc. 7.20% — 43,230 $7.3M
Wayfinding Financial, LLC 4.27% Add +0.6% 39,970 $7.3M
Town & Country Bank & Trust CO dba First Bankers Trust CO 3.11% Reduce -1.4% 42,481 $7.3M
Johnson Bixby & Associates, LLC 1.27% Reduce -0.2% 42,450 $7.3M
Cresta Advisors, Ltd. 4.61% Add +0.6% 42,421 $7.3M
Oder Investment Management, LLC 6.77% Reduce -0.3% 42,398 $7.3M
Garner Asset Management Corp 2.75% Add +9.5% 42,324 $7.3M
Carlton Hofferkamp & Jenks Wealth Management, LLC 3.06% Reduce -2.8% 42,718 $7.3M
Security Financial Services, INC. 1.63% Add +0.6% 42,218 $7.2M
US Asset Management LLC 6.52% Reduce -1.6% 42,195 $7.2M
My Legacy Advisors, LLC 2.42% Reduce -8.1% 42,130 $7.2M
Palmer Knight Co 3.52% Add +1.1% 42,124 $7.2M
GP Brinson Investments LLC 3.08% No change 42,000 $7.2M
Transatlantique Private Wealth LLC 3.13% Reduce -2.7% 41,921 $7.2M
ERn Financial, LLC 1.25% Add +2.0% 41,893 $7.2M
Advus Financial Partners, LLC 2.22% Reduce -1.9% 41,815 $7.2M
Intrepid Financial Planning Group LLC 3.10% Reduce -0.3% 41,814 $7.2M
Family Legacy, Inc. 2.58% Reduce -5.4% 41,805 $7.2M
KKM Financial LLC 3.49% Add +8.0% 41,760 $7.2M
Townsend Asset Management Corp. /NC/ 2.84% Add +0.5% 41,700 $7.2M
Riverview Trust Co 5.53% Add +0.2% 41,697 $7.2M
WestHill Financial Advisors, Inc. 1.76% Reduce -3.8% 41,664 $7.1M
Wealthspire Retirement, LLC 0.61% Add +12.3% 41,543 $7.1M
Meritas Wealth Management, LLC 4.96% Add +0.4% 41,527 $7.1M
Woodard & Co. Asset Management Group Inc. 1.90% Reduce -0.3% 41,518 $7.1M
Ravenstone Capital Management Inc. 4.74% Add +0.7% 41,506 $7.1M
Virtu Financial LLC 0.54% Add +57.3% 41,504 $7.1M
Bank Hapoalim BM 0.96% Reduce -16.2% 41,487 $7.1M
Safeguard Investment Advisory Group, LLC 2.41% Add +0.7% 41,468 $7.1M
Amarillo National Bank 1.33% Reduce -2.7% 41,436 $7.1M
Blackhawk Capital Partners, LLC 4.43% Reduce -2.4% 41,423 $7.1M
Saxon Interests, Inc. 3.38% Add +8.9% 41,398 $7.1M
Martin & Co. Inc. 1.73% Reduce -22.0% 41,396 $7.1M
Northcape Wealth Management, LLC 2.59% Reduce -11.6% 41,388 $7.1M
Gray Wealth Management Inc. 3.17% Add +1.4% 41,350 $7.1M
Fullerton Fund Management Co Ltd. 0.34% Reduce -3.2% 41,282 $7.1M
Processus Wealth & Capital Management, LLC 6.27% Add +11.7% 41,275 $7.1M
Leeward Financial Partners, LLC 2.99% Reduce -14.5% 41,225 $7.1M
Strategic Advocates LLC 2.72% Reduce -29.6% 41,203 $7.1M
Horst & Graben Wealth Management LLC 1.43% Reduce -1.7% 41,095 $7.0M
IFG Advisors, LLC 1.82% Add +0.3% 41,042 $7.0M
One Day In July LLC 0.93% Add +8.0% 41,015 $7.0M
Pinnacle West Asset Management, Inc. 5.58% Reduce -2.7% 40,975 $7.0M
CGN Advisors LLC 0.89% Add +5.9% 40,952 $7.0M
Financial Strategies Group, Inc. 1.88% Add +33.1% 41,318 $7.0M
Hilltop National Bank 2.38% — 40,881 $7.0M
Acima Private Wealth, LLC 2.58% Reduce -6.8% 40,860 $7.0M
Colorado Capital Management, Inc. 4.05% Add +7.5% 40,820 $7.0M
PBMares Wealth Management LLC 1.82% Add +2.5% 40,807 $7.0M
Lindenwold Advisors, INC 3.74% Reduce -3.0% 40,764 $7.0M
D.B. Root & Company, LLC 2.36% Reduce -11.4% 40,757 $7.0M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 2.96% Add +8.6% 40,756 $7.0M
Ascension Asset Management LLC 3.76% — 40,649 $7.0M
Resurgent Financial Advisors LLC 3.74% Reduce -0.1% 40,631 $7.0M
Ayalon Insurance Comp Ltd. 2.32% Reduce -21.8% 40,631 $7.0M
Stanley-Laman Group, Ltd. 0.90% Add +3.9% 40,557 $7.0M
Wormser Freres Gestion 4.76% Add +2.9% 39,908 $6.9M
C2C Wealth Management, LLC 6.89% Reduce -21.6% 40,523 $6.9M
Alta Advisers Ltd 3.44% No change 40,500 $6.9M
Demars Financial Group, LLC 3.42% Reduce -1.9% 40,499 $6.9M
Piscataqua Savings Bank 6.13% Reduce -1.3% 40,494 $6.9M
Godshalk Welsh Capital Management, Inc. 4.66% Add +0.1% 40,431 $6.9M
Schneider Downs Wealth Management Advisors, LP 1.60% Add +39.6% 40,428 $6.9M
Rodgers Brothers Inc. 0.95% Add +10.7% 40,417 $6.9M
Vance Wealth, LLC 2.75% Add +0.5% 40,281 $6.9M
Sutton Place Investors LLC 3.42% Add +106.7% 40,251 $6.9M
Integris Wealth Management, LLC 1.90% Add +0.5% 40,174 $6.9M
Bcwm, LLC 2.37% Reduce -4.8% 40,169 $6.9M
MSH Capital Advisors LLC 2.41% Reduce -2.5% 40,084 $6.9M
Integral Investment Advisors, Inc. 2.84% Add +204.1% 39,644 $6.9M
Novak & Powell Financial Services, Inc. 5.13% Reduce -0.6% 41,148 $6.9M
Cornerstone Enterprises, LLC 5.04% Add +25.2% 40,303 $6.9M
Transamerica Financial Advisors, LLC 0.70% New 39,958 $6.9M
First Command Advisory Services, Inc. 0.07% Reduce -1.8% 39,962 $6.8M
Bull Street Advisors, LLC 3.27% Reduce -0.1% 39,864 $6.8M
Lantern Wealth Advisors, LLC 4.80% Reduce -6.5% 39,862 $6.8M
Old Port Advisors 2.08% Reduce -1.7% 39,705 $6.8M
Handelsinvest Investeringsforvaltning 3.27% Reduce -20.1% 39,685 $6.8M
RDA Financial Network 2.33% Reduce -5.2% 39,662 $6.8M
Everpar Advisors LLC 4.14% Reduce -13.1% 39,662 $6.8M
SC&H Financial Advisors, Inc. 1.77% Add +3.8% 39,656 $6.8M
D'Orazio & Associates, Inc. 1.09% Add +2.0% 39,606 $6.8M
Waterfront Wealth Inc. 1.90% Reduce -12.1% 39,986 $6.8M
Sky Investment Group LLC 1.33% Add +0.8% 39,415 $6.8M
Kades & Cheifetz LLC 4.32% Reduce -1.5% 39,347 $6.7M
Cape Ann Savings Bank 4.23% Reduce -2.4% 39,338 $6.7M
Sweet Financial Partners, LLC 1.55% Add +9.3% 39,256 $6.7M
Berry Wealth Group, LP 5.58% Add +5.9% 39,246 $6.7M
Heirloom Wealth Management 2.29% Reduce -2.7% 39,169 $6.7M
Fox Hill Wealth Management 4.52% Reduce -16.0% 39,161 $6.7M
West Family Investments, Inc. 2.08% Add +0.9% 39,137 $6.7M
Calton & Associates, Inc. 3.27% Reduce -19.5% 39,129 $6.7M
Artemis Wealth Advisors, LLC 1.13% Add +0.1% 39,129 $6.7M
Objective Capital Management, LLC 4.53% Add +4.3% 39,092 $6.7M
Capital Management Associates, Inc 4.93% Add +5.9% 39,057 $6.7M
Weaver Consulting Group 2.48% Reduce -1.7% 39,056 $6.7M
Y.D. More Investments Ltd 1.19% Reduce -22.7% 39,043 $6.7M
Sivia Capital Partners, LLC 4.55% Reduce -1.3% 39,037 $6.7M
Lynch Asset Management, Inc. 3.14% Reduce -2.5% 38,970 $6.7M
Aft, Forsyth & Company, Inc. 3.80% Reduce -5.3% 38,921 $6.7M
Carlson Capital Management 0.31% Reduce -50.7% 38,833 $6.7M
OneAscent Financial Services LLC 0.74% Reduce -1.0% 38,825 $6.7M
Ranch Capital Advisors Inc. 3.59% Reduce -1.3% 38,757 $6.6M
Woodley Farra Manion Portfolio Management Inc. 0.37% Reduce -1.7% 38,742 $6.6M
Sprott Inc. 0.48% Add +1520.9% 38,740 $6.6M
Summit Wealth Group, LLC 4.52% Reduce -4.3% 38,742 $6.6M
Lummis Asset Management, LP 8.91% Reduce -44.2% 38,737 $6.6M
Harfst & Associates, Inc. 1.58% Add +28.5% 38,694 $6.6M
Capital Advisors, Ltd. LLC 0.86% Add +1.9% 38,636 $6.6M
Paragon Private Wealth Management, LLC 3.93% Add +7.3% 38,550 $6.6M
Cambridge Advisors Inc. 1.56% Reduce -1.8% 38,548 $6.6M
Ritter Daniher Financial Advisory LLC / DE 2.19% Reduce -0.2% 38,510 $6.6M
Brass Tax Wealth Management, Inc. 3.44% — 38,495 $6.6M
Vigilare Wealth Management 3.25% Reduce -9.5% 38,482 $6.6M
Sitrin Capital Management LLC 3.61% Reduce -1.7% 38,476 $6.6M
Tiller Private Wealth, Inc. 2.95% Add +6.5% 38,465 $6.6M
Signet Investment Advisory Group, Inc. 3.60% Add +1.9% 38,453 $6.6M
Bernardo Wealth Planning LLC 1.83% Add +1.9% 38,449 $6.6M
Veracity Capital LLC 2.56% Add +2.2% 38,444 $6.6M
Summit Financial Wealth Advisors, LLC 1.33% Reduce -3.4% 38,429 $6.6M
Commons Capital, LLC 9.58% Reduce -0.6% 38,422 $6.6M
OV Management LLC 4.78% Add +12.2% 38,418 $6.6M
Orca Investment Management, LLC 6.16% Reduce -6.2% 38,398 $6.6M
IMA Advisory Services, Inc. 3.11% New 38,361 $6.6M
New Millennium Group LLC 4.97% Reduce -3.1% 38,357 $6.6M
Aveo Capital Partners, LLC 0.72% Add +16.9% 35,854 $6.6M
Meridian Wealth Partners, LLC 1.19% Add +19.0% 38,305 $6.6M
Consolidated Portfolio Review Corp 1.72% Reduce -70.0% 38,271 $6.6M
Midwest Financial Group LLC 4.40% Add +4.3% 38,192 $6.5M
Abacus Wealth Partners, LLC 1.10% Reduce -2.8% 38,163 $6.5M
Pasadena Private Wealth, LLC 1.51% Reduce -0.3% 38,152 $6.5M
Altrafin AG 2.37% Reduce -4.1% 38,139 $6.5M
Benchmark Investment Advisors LLC 5.16% Reduce -2.8% 38,114 $6.5M
Hall Capital Management Co. Inc. 3.22% Add +0.9% 38,093 $6.5M
W Advisors, LLC 4.48% Add +0.8% 38,070 $6.5M
Root Financial Partners, LLC 1.93% Add +34.7% 37,941 $6.5M
FSM Wealth Advisors, LLC 2.31% Add +1.9% 37,874 $6.5M
Patrick M Sweeney & Associates, Inc. 5.33% Add +0.6% 37,808 $6.5M
Greenline Partners, LLC 1.03% Reduce -0.1% 37,750 $6.5M
Boxwood Ventures, Inc. 11.39% No change 37,745 $6.5M
New Potomac Partners, LLC 3.59% Reduce -3.6% 37,716 $6.5M
Capasso Planning Partners LLC 2.67% Add +0.4% 37,617 $6.5M
Benchmark Financial Wealth Advisors, LLC 2.46% Add +1.5% 37,527 $6.4M
Studio Investment Management LLC 1.53% Reduce -0.5% 37,513 $6.4M
Oarsman Capital, Inc. 1.54% Reduce -13.4% 37,511 $6.4M
Vaughan David Investments LLC 0.16% Add +7.9% 37,490 $6.4M
American Financial Advisors, LLC 0.90% Reduce -4.1% 37,459 $6.4M
White Lighthouse Investment Management Inc. 1.30% Reduce -0.2% 37,448 $6.4M
NCM Capital Management, LLC 3.59% Reduce -1.6% 37,391 $6.4M
Burt Wealth Advisors 1.62% Add +29.1% 37,365 $6.4M
Constitution Capital LLC 3.62% Reduce -49.8% 37,337 $6.4M
Beacon Investment Advisors LLC 3.65% Add +0.1% 37,258 $6.4M
Orser Capital Management, LLC 5.99% Reduce -1.6% 37,246 $6.4M
Planning Center, Inc. 1.39% Reduce -5.4% 37,244 $6.4M
Family Firm, Inc. 1.55% Reduce -0.2% 37,192 $6.4M
Relative Value Partners Group, LLC 0.40% Reduce -0.1% 34,573 $6.4M
Waddell & Associates, LLC 0.86% Add +1.6% 37,109 $6.4M
Madrona Financial Services, LLC 2.22% Add +2.5% 37,104 $6.4M
Windle Wealth, LLC 4.05% Add +4.8% 37,089 $6.4M
Investment Partners Asset Management, Inc. 5.74% Reduce -1.1% 37,086 $6.4M
Darden Wealth Group Inc 5.01% Reduce -3.2% 37,061 $6.4M
CYBER HORNET ETFs LLC 7.60% Reduce -3.4% 37,358 $6.4M
Aua Capital Management, LLC 3.65% Reduce -5.4% 36,982 $6.3M
Wilson & Boucher Capital Management, LLC 4.99% Reduce -4.7% 36,967 $6.3M
Clark Financial Services Group Inc. 7.63% Reduce -2.6% 36,922 $6.3M
Hohimer Wealth Management, LLC 1.48% Reduce -1.7% 36,872 $6.3M
Pettee Investors, Inc. 2.67% Reduce -7.9% 36,830 $6.3M
Sachetta, LLC 2.99% No change 32,756 $6.3M
WFA Asset Management Corp 3.29% Reduce -3.9% 36,730 $6.3M
Shoker Investment Counsel, Inc. 2.25% Reduce -0.4% 37,039 $6.3M
WR Wealth Planners, LLC 1.96% Reduce -10.8% 36,684 $6.3M
Ameliora Wealth Management Ltd. 2.85% Add +1.1% 36,678 $6.3M
Garda Capital Partners LP 2.94% Reduce -21.1% 36,665 $6.3M
Ellenbecker Investment Group 1.32% Reduce -1.4% 36,661 $6.3M
Choice Wealth Advisors LLC 3.79% Add +10.7% 36,541 $6.3M
Cutter & CO Brokerage, Inc. 1.53% Add +1.3% 36,444 $6.2M
Yarger Wealth Strategies, LLC 4.25% Add +5.2% 36,394 $6.2M
Boltwood Capital Management 1.93% Reduce -2.2% 36,373 $6.2M
First Personal Financial Services 1.45% Reduce -0.3% 36,349 $6.2M
Cambridge Financial Group, Inc. 2.76% Reduce -0.5% 36,337 $6.2M
Lokken Investment Group LLC 3.10% Add +10.9% 36,318 $6.2M
Alcosta Capital Management, Inc. 4.18% Reduce -0.3% 36,308 $6.2M
Indie Asset Partners, LLC 5.53% Add +3.9% 36,232 $6.2M
Walden Wealth Partners LLC 3.60% Add +0.2% 36,785 $6.2M
Laidlaw Wealth Management LLC 3.47% Reduce -71.5% 36,203 $6.2M
Cora Capital Advisors LLC 3.31% Add +0.2% 36,170 $6.2M
Entropy Technologies, LP 0.66% New 36,141 $6.2M
Samalin Investment Counsel, LLC 2.95% Reduce -16.0% 36,135 $6.2M
Great Waters Wealth Management 1.01% Reduce -0.1% 36,091 $6.2M
Aurora Private Wealth, Inc. 5.34% Add +7.2% 36,313 $6.2M
Denver Wealth Management, Inc. 3.15% Reduce -9.7% 36,005 $6.2M
Oxinas Partners, LLC 4.00% Reduce -4.4% 35,939 $6.2M
Hourglass Capital, LLC 1.86% Reduce -0.6% 35,903 $6.2M
Grant/GrossMendelsohn, LLC 2.87% Reduce -6.8% 36,280 $6.2M
Investment Partners, LTD. 2.79% Reduce -1.1% 35,878 $6.2M
Delta Capital Management LLC 4.13% Reduce -0.1% 35,854 $6.1M
Vista Capital Partners, Inc. 0.77% Add +0.7% 35,849 $6.1M
Gitterman Wealth Management, LLC 2.38% Add +2.7% 35,747 $6.1M
Idaho Trust Co 5.91% Add +1036.2% 35,721 $6.1M
Fingerlakes Wealth Management, Inc. 5.91% Reduce -1.1% 35,721 $6.1M
McBroom & Associates, LLC 4.03% Reduce -0.7% 35,714 $6.1M
Fiera Capital Corp 0.02% Reduce -51.1% 35,696 $6.1M
Barry Investment Advisors, LLC 2.04% Reduce -0.5% 35,683 $6.1M
Dynasty Wealth Management, LLC 0.20% — 35,679 $6.1M
Allred Capital Management, LLC 2.39% Reduce -1.0% 35,634 $6.1M
ODonnell Financial Services, LLC 2.80% Reduce -0.1% 35,621 $6.1M
Trueblood Wealth Management, LLC 3.50% Reduce -2.4% 35,618 $6.1M
Davies Financial Advisors, Inc. 6.23% — 35,615 $6.1M
Goodman Advisory Group, LLC 1.94% Reduce -30.9% 35,610 $6.1M
Pps&v Asset Management Consultants, Inc. 4.50% Reduce -1.6% 35,599 $6.1M
Alta Wealth Advisors LLC 3.10% Add +3.8% 35,560 $6.1M
Lighthouse Investment Partners, LLC 0.36% New 35,435 $6.1M
Maxwell Wealth Strategies Inc. 3.08% Add +11.1% 31,758 $6.1M
Ulland Investment Advisors, LLC 4.90% Add +0.4% 35,417 $6.1M
Arbor Trust Wealth Advisors, LLC 3.34% Reduce -3.3% 36,187 $6.1M
NewSquare Capital LLC 0.54% Reduce -0.1% 35,404 $6.1M
Impact Partnership Wealth, LLC 2.40% Add +5.4% 35,366 $6.1M
Rf&l Wealth Management, LLC 4.66% No change 35,309 $6.1M
Ruggaard & Associates LLC 2.88% Reduce -6.2% 35,309 $6.1M
Madison Wealth Partners, Inc 2.19% Reduce -0.4% 35,283 $6.1M
Pine Ridge Advisers LLC 0.71% Reduce -35.2% 35,240 $6.0M
BCS Wealth Management 1.94% Add +21.8% 35,178 $6.0M
Socorro Asset Management LP 2.30% Add +2.5% 35,122 $6.0M
Bruce & Co., Inc. 2.03% No change 35,100 $6.0M
Eudaimonia Advisors LLC 3.20% Add +1.6% 35,088 $6.0M
Arnhold LLC 0.64% No change 35,067 $6.0M
tru Independence LLC 1.77% Reduce -1.0% 35,061 $6.0M
Teza Capital Management LLC 0.80% Add +106.5% 35,050 $6.0M
Wrapmanager Inc. 1.67% Add +30.2% 35,037 $6.0M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.19% New 35,000 $6.0M
Legacy Financial Group, Inc. 2.36% Reduce -3.7% 34,980 $6.0M
Paradiem, LLC 1.48% Reduce -1.2% 34,976 $6.0M
Summit Place Financial Advisors, LLC 3.50% Add +9.0% 34,856 $6.0M
Retirement Planning Co of New England, Inc. 3.27% Reduce -20.1% 34,809 $6.0M
BOS Asset Management, LLC 3.12% Add +2.9% 34,698 $6.0M
Aprio Wealth Management, LLC 1.17% Add +37.0% 34,696 $5.9M
Heritage Financial Services, LLC 0.89% Add +13.7% 34,694 $5.9M
Montz Harcus Wealth Management LLC 4.02% Reduce -3.3% 34,681 $5.9M
Norris Financial Group, LLC 3.26% Add +1.7% 34,650 $5.9M
Fruth Investment Management 1.54% Reduce -0.9% 34,578 $5.9M
Ellsworth Advisors, LLC 1.70% Add +3.4% 33,576 $5.9M
LRI Investments, LLC 1.50% — 34,567 $5.9M
WD Rutherford LLC 3.07% Reduce -0.3% 34,548 $5.9M
Seven Mile Advisory 4.49% Reduce -0.0% 34,503 $5.9M
Greenspring Advisors, LLC 1.48% Reduce -3.1% 34,492 $5.9M
Dantai Capital Ltd 6.83% Add +16.0% 34,490 $5.9M
Quantbot Technologies LP 0.33% Reduce -34.5% 34,490 $5.9M
Leelyn Smith, LLC 1.18% Add +1.1% 34,478 $5.9M
Per Stirling Capital Management, LLC. 0.99% Reduce -17.6% 34,460 $5.9M
Napean Trading & Investment Co (Singapore) PTE Ltd 1.44% No change 34,454 $5.9M
Hudock, Inc. 1.30% Add +1.5% 34,439 $5.9M
Nvest Financial, LLC 3.93% Add +3.9% 34,386 $5.9M
Corrigan Financial, Inc. 1.50% Reduce -2.6% 34,366 $5.9M
Long Road Investment Counsel, LLC 2.47% Reduce -5.5% 34,351 $5.9M
Gratus Wealth Advisors, LLC 1.08% Add +6.0% 35,264 $5.9M
LCNB Corp. 2.13% Reduce -2.7% 34,338 $5.9M
Howard Wealth Management, LLC 4.79% Add +2.1% 34,333 $5.9M
Horizon Investment Services, LLC 2.88% Reduce -34.3% 34,287 $5.9M
Capital Group Investment Management Pte. LTD. 1.05% Reduce -39.6% 34,284 $5.9M
Portside Wealth Group, LLC 1.09% Add +2.3% 34,279 $5.9M
Glass Wealth Management Co LLC 3.58% — 34,260 $5.9M
PSI Advisors, LLC 2.12% Reduce -1.7% 34,240 $5.9M
NavPoint Financial, Inc. 5.10% Add +0.0% 34,216 $5.9M
Riverbridge Partners LLC 0.07% Reduce -57.9% 34,193 $5.9M
Lodestone Wealth Management LLC 3.07% Add +0.9% 34,187 $5.9M
Osterweis Capital Management Inc. 0.39% Reduce -6.4% 34,185 $5.9M
Criterion Capital Advisors, LLC 3.90% Add +0.0% 34,166 $5.9M
Pacific Capital Wealth Advisors, Inc. 1.38% Add +0.8% 34,081 $5.8M
JNBA Financial Advisors 0.61% Reduce -6.5% 34,020 $5.8M
Marion Wealth Management 1.74% Add +0.7% 33,990 $5.8M
Abound Wealth Management 2.22% Reduce -8.0% 33,961 $5.8M
LifeSteps Financial, Inc. 4.39% Reduce -5.5% 33,876 $5.8M
Front Street Capital Management, Inc. 1.09% Reduce -0.3% 33,773 $5.8M
JPL Wealth Management, LLC 3.19% Add +36.5% 33,741 $5.8M
Nova R Wealth, Inc. 3.02% Reduce -0.5% 33,717 $5.8M
Janiczek Wealth Management, LLC 1.23% Reduce -3.9% 33,666 $5.8M
Shorepoint Capital Partners LLC 1.41% Reduce -12.7% 33,640 $5.8M
Financial Partners Group, LLC 2.23% Reduce -0.3% 33,633 $5.8M
Essex LLC 1.33% Reduce -7.5% 33,612 $5.8M
Cowa, LLC 3.39% Reduce -3.2% 33,583 $5.8M
Bridge Advisory, LLC 2.86% Reduce -5.1% 33,562 $5.8M
Van Leeuwen & Company, LLC 2.92% Reduce -24.7% 33,541 $5.8M
Clear Street Derivatives LLC 0.14% — 33,534 $5.8M
Lakeshore Financial Planning, Inc. 2.90% Add +1.3% 33,468 $5.7M
Sather Financial Group Inc 0.41% No change 33,467 $5.7M
Correct Capital Wealth Management 1.32% Add +3.1% 33,440 $5.7M
Pinnacle Bancorp, Inc. 1.69% Reduce -6.0% 33,372 $5.7M
Alesco Advisors, LLC, An ESL Co 0.19% Add +59.0% 33,366 $5.7M
Altman Advisors, Inc. 2.78% Add +18.5% 33,649 $5.7M
Byrne Asset Management LLC 4.63% Add +2.7% 33,302 $5.7M
Register Financial Advisors LLC 2.96% Add +7.8% 33,212 $5.7M
Redwood Investments, LLC 1.67% Reduce -5.5% 39,103 $5.7M
Elevated Capital Advisors, LLC 1.63% Add +4.0% 33,192 $5.7M
Security National Bank of Sioux City Iowa 4.01% Add +3.6% 33,169 $5.7M
CMG Global Holdings, LLC 3.90% Add +0.0% 33,133 $5.7M
Steel Grove Capital Advisors, LLC 0.75% Add +9.8% 33,104 $5.7M
Triangle Securities Wealth Management 1.62% Reduce -3.3% 33,088 $5.7M
Meridian Management Co. 1.55% Reduce -1.8% 33,073 $5.7M
Barton Investment Management 0.69% Add +0.2% 33,044 $5.7M
Linden Thomas Advisory Services, LLC 0.91% Add +23.1% 33,005 $5.7M
Monetta Financial Services Inc. 5.11% Reduce -31.3% 33,000 $5.7M
Investment Advisory Group, LLC 2.34% Add +0.6% 32,976 $5.7M
Omnia Family Wealth, LLC 2.65% Add +7.4% 32,940 $5.6M
Pacific Sage Partners, LLC 1.46% Reduce -1.4% 32,851 $5.6M
Keeler Thomas Management LLC 1.93% Reduce -1.0% 32,789 $5.6M
Monument Capital Management 1.62% Reduce -6.6% 32,781 $5.6M
New England Research & Management, Inc. 2.75% Add +6.3% 32,702 $5.6M
Granite Bay Wealth Management, LLC 3.18% Reduce -98.7% 32,654 $5.6M
Corundum Group, Inc. 2.70% Reduce -5.9% 32,642 $5.6M
Aberdeen Wealth Management LLC 3.26% Add +29.3% 32,620 $5.6M
Opus Investment Management Inc. 3.63% No change 32,400 $5.6M
Catalyst Funds Management Pty Ltd 1.55% — 32,400 $5.6M
Farrell Financial LLC 4.55% Reduce -3.6% 32,384 $5.6M
Check Capital Management Inc. 0.41% Reduce -4.2% 32,384 $5.6M
Aft, Forsyth & Sober, LLC 1.96% Add +100.6% 32,300 $5.5M
Coastwise Capital Group, LLC 5.21% Add +26.2% 32,293 $5.5M
Clayton Financial Group LLC 2.52% Add +1.6% 32,291 $5.5M
Crew Capital Management, Ltd 4.51% Add +1.6% 32,282 $5.5M
Kampmann Melissa S. 3.98% Add +3.8% 32,274 $5.5M
Phoenix Wealth Advisors 3.37% Add +1.2% 32,236 $5.5M
Ayrshire Capital Management LLC 2.99% Reduce -1.3% 32,221 $5.5M
Koss-Olinger Consulting, LLC 2.99% Add +88.2% 32,221 $5.5M
Cascade Investment Group, Inc. 4.12% Reduce -6.9% 32,133 $5.5M
Etesian Wealth Advisors, Inc. 3.16% Reduce -0.8% 32,130 $5.5M
Lion Street Advisors, LLC 2.25% No change 28,607 $5.5M
Wealth Quarterback LLC 3.08% Add +1.3% 32,103 $5.5M
Wunderlich Capital Managemnt 2.48% Reduce -5.4% 32,098 $5.5M
Elevation Wealth Partners, LLC 2.75% Add +7.6% 32,042 $5.5M
Glynn Capital Management LLC 1.03% No change 32,023 $5.5M
Private Wealth Strategies, L.L.C. 1.19% Reduce -6.9% 32,021 $5.5M
Anchor Capital Advisors LLC 0.14% Reduce -62.3% 32,003 $5.5M
Cary Street Partners Asset Management LLC 0.85% Reduce -6.4% 31,999 $5.5M
Smith Shellnut Wilson LLC 2.91% No change 31,997 $5.5M
Copperwynd Financial, LLC 1.97% Add +3.3% 31,965 $5.5M
State of Wyoming 0.91% Add +14.9% 31,960 $5.5M
Dash Acquisitions Inc. 1.73% Reduce -2.7% 32,622 $5.5M
Regency Capital Management Inc.\DE 3.49% Add +698.1% 31,956 $5.5M
Evernest Financial Advisors, LLC 2.59% Reduce -5.7% 33,158 $5.5M
Members Trust Co 0.16% Reduce -6.7% 31,887 $5.5M
Archer Investment Corp 1.65% Reduce -10.2% 31,831 $5.5M
Morse Asset Management, Inc 1.40% Reduce -41.1% 31,815 $5.5M
Total Investment Management Inc. 0.69% Add +4.5% 31,804 $5.5M
Gerber, LLC 4.58% Add +6.0% 31,804 $5.5M
Beaton Management Co. Inc. 2.96% Add +2.3% 31,744 $5.4M
Taylor & Morgan Wealth Management, LLC 3.99% Reduce -3.5% 31,684 $5.4M
Eley Financial Management, Inc 2.33% Reduce -1.8% 31,598 $5.4M
Seascape Capital Management 2.01% Reduce -4.4% 31,559 $5.4M
ELCO Management Co., LLC 3.30% Reduce -2.4% 31,517 $5.4M
Ahl Investment Management, Inc. 4.14% Add +0.0% 31,477 $5.4M
Burton Enright Welch 1.30% Reduce -0.8% 31,456 $5.4M
Signal Advisors Wealth, LLC 1.34% Add +66.6% 31,446 $5.4M
Tempus Wealth Planning, LLC 2.37% Reduce -22.5% 31,443 $5.4M
Tarbox Family Office, Inc. 0.95% Reduce -2.2% 31,431 $5.4M
MADDEN SECURITIES Corp 2.49% Reduce -17.4% 31,397 $5.4M
Verde Servicos Internacionais S.A. 2.04% New 31,380 $5.4M
Brio Consultants, LLC 0.91% Reduce -0.6% 31,351 $5.4M
Seelaus Asset Management LLC 5.50% Reduce -3.3% 31,304 $5.4M
MGB Wealth Management, LLC 2.18% Reduce -1.8% 31,223 $5.4M
Baron Wealth Management LLC 2.84% Reduce -4.0% 31,247 $5.4M
1858 Wealth Management, LLC 5.08% No change 27,818 $5.4M
Unio Capital LLC 2.36% Reduce -5.6% 31,214 $5.4M
Garrison Point Advisors, LLC 3.44% Reduce -1.8% 31,200 $5.4M
Ergawealth Advisors, Inc. 2.93% Add +18.1% 31,183 $5.3M
Rockbridge Investment Management, LCC 0.78% Reduce -14.1% 31,155 $5.3M
ICONIQ Capital, LLC 0.09% Add +270.0% 31,137 $5.3M
McCarthy Asset Management, Inc. 3.29% Add +0.1% 31,130 $5.3M
Moran Wealth Management, LLC 0.17% Add +6.8% 31,050 $5.3M
Barrett & Company, Inc. 2.52% Add +17.8% 30,987 $5.3M
Goldstein Advisors, LLC 0.91% Reduce -3.6% 30,968 $5.3M
Edge Financial Advisors LLC 4.67% — 30,936 $5.3M
Center for Financial Planning, Inc. 0.79% Add +1.5% 30,919 $5.3M
Hilltop Partners LLC 1.89% Add +6.5% 30,795 $5.3M
Annis Gardner Whiting Capital Advisors, LLC 1.89% Add +18.8% 30,788 $5.3M
Mason & Associates Inc 1.41% Add +3.5% 30,771 $5.3M
Dechtman Wealth Management, LLC 1.23% Reduce -6.1% 30,763 $5.3M
Hanson & Doremus Investment Management 0.91% Reduce -1.7% 30,756 $5.3M
Needham Investment Management LLC 0.49% No change 30,750 $5.3M
Sentry LLC 0.99% Reduce -4.2% 30,740 $5.3M
Wynn Capital, LLC 4.07% Reduce -4.2% 30,737 $5.3M
Bantamac Capital, LLC 3.00% Reduce -5.8% 30,696 $5.3M
Wellspring Financial Advisors, LLC 0.83% Add +1.8% 30,687 $5.3M
Black Diamond Financial, LLC 1.42% No change 27,328 $5.3M
RiverPark Advisors, LLC 4.32% Add +1.1% 30,679 $5.3M
River Street Advisors LLC 3.55% Reduce -0.9% 30,641 $5.3M
Mayfair Advisory Group, LLC 3.81% Add +2.5% 30,638 $5.3M
Willis Johnson & Associates, Inc. 0.46% Reduce -2.9% 30,620 $5.3M
JBR Co Financial Management Inc 4.18% Add +3.3% 30,559 $5.2M
Cantor Fitzgerald Investment Advisors L.P. 0.39% Reduce -5.4% 30,537 $5.2M
Snider Financial Group 2.18% Add +19.7% 30,524 $5.2M
Vectors Research Management, LLC 1.48% Add +70.9% 30,495 $5.2M
StrongBox Wealth, LLC 2.76% Reduce -8.5% 30,485 $5.2M
G2 Capital Management, LLC / Oh 1.68% Reduce -3.0% 30,454 $5.2M
Altus Wealth Group LLC 2.62% Add +0.9% 30,451 $5.2M
Pinkerton Wealth, LLC 0.84% Add +0.7% 30,416 $5.2M
Plotkin Financial Advisors, LLC 3.45% Add +2.9% 30,385 $5.2M
Tilia Fiduciary Partners, Inc. 4.21% Reduce -7.9% 30,294 $5.2M
Pin Oak Investment Advisors Inc. 4.99% Reduce -0.0% 30,245 $5.2M
Cooper/Haims Advisors, LLC 3.01% Add +33.5% 30,236 $5.2M
Syntax Research, Inc. 3.96% Add +0.1% 30,223 $5.2M
SCS Capital Management LLC 0.11% Add +0.0% 30,215 $5.2M
Dempze Nancy E 3.94% Reduce -1.1% 30,190 $5.2M
Colton Groome Financial Advisors, LLC 2.08% Add +2.6% 30,176 $5.2M
Point72 Asia (Singapore) Pte. Ltd. 1.35% Add +1457.0% 30,160 $5.2M
Eclectic Associates Inc. 2.36% Reduce -4.0% 30,144 $5.2M
Richmond Brothers, Inc. 9.58% Reduce -7.9% 30,139 $5.2M
Home Federal Bank of Tennessee 1.60% Add +2.9% 30,098 $5.2M
Landaas & Co. /Wi 1.68% Add +11.1% 30,109 $5.2M
Alliance Wealth Management Group 1.51% Add +2.6% 30,094 $5.2M
Alight Capital Management LP 1.63% Reduce -40.0% 30,000 $5.1M
Crown Wealth Group, LLC 2.65% Add +7.7% 29,997 $5.1M
Chaney Capital Management, Inc. 4.13% Reduce -2.0% 29,992 $5.1M
McAlister, Sweet & Associates, Inc. 4.03% Add +12.9% 29,946 $5.1M
Chesapeake Asset Management LLC 5.09% Reduce -8.0% 29,935 $5.1M
NRI Wealth Management LC 4.33% Add +24.4% 29,912 $5.1M
1900 Wealth Management LLC 0.47% Reduce -22.0% 29,894 $5.1M
Ramirez Asset Management, Inc. 1.03% Reduce -5.9% 29,877 $5.1M
Pacific Center for Financial Services 1.46% Reduce -1.6% 29,872 $5.1M
Counterweight Ventures, LLC 4.12% Add +1.0% 29,859 $5.1M
Shira Ridge Wealth Management 2.93% Reduce -10.4% 29,843 $5.1M
Graham Capital Management, L.P. 0.27% Add +1701.9% 29,840 $5.1M
Guinness Atkinson Asset Management Inc 2.40% No change 29,832 $5.1M
Long Run Wealth Advisors, LLC 1.35% Add +1.7% 29,805 $5.1M
Advance Capital Management, Inc. 0.35% Reduce -7.8% 29,799 $5.1M
Pacific Wealth Strategies Group, Inc. 4.27% Reduce -0.1% 29,793 $5.1M
RE Dickinson Investment Advisors, LLC 3.19% Reduce -3.0% 29,766 $5.1M
Schear Investment Advisers, LLC 4.10% Reduce -1.4% 29,747 $5.1M
Truvestments Capital LLC 1.96% Add +4.3% 29,686 $5.1M
Sentinel Pension Advisors, LLC 1.09% Reduce -1.5% 29,641 $5.1M
Invera Wealth Advisors, LLC 4.31% Add +2.1% 30,410 $5.1M
Boit C F David 2.78% No change 30,002 $5.1M
Retirement Capital Strategies 2.08% Add +0.0% 29,607 $5.1M
Northstar Advisory Group, LLC 3.07% Reduce -5.8% 27,502 $5.1M
Total Clarity Wealth Management, Inc. 1.76% Reduce -5.6% 29,585 $5.1M
Landmark Wealth Management, Inc. 52.22% Reduce -0.0% 29,577 $5.1M
Garrett Wealth Advisory Group, LLC 2.08% Reduce -0.4% 29,564 $5.1M
Gould Asset Management LLC 1.23% Reduce -1.0% 29,563 $5.1M
Astoria Portfolio Advisors LLC. 1.96% Add +7.7% 29,302 $5.1M
Lakeridge Wealth Management LLC 3.28% Reduce -0.9% 29,507 $5.1M
Bank of Marin 4.45% Reduce -0.7% 29,494 $5.1M
Mitchell & Pahl Private Wealth, LLC 2.65% Reduce -1.4% 29,437 $5.0M
Opal Wealth Advisors, LLC 1.71% Reduce -2.7% 29,431 $5.0M
Peoples Bank 2.81% Reduce -1.6% 29,425 $5.0M
Insight Inv LLC 4.37% Add +2.8% 29,400 $5.0M
Integrity Financial Corp 3.46% Add +5.5% 29,400 $5.0M
Exchange Capital Management, Inc. 0.82% Add +0.2% 29,378 $5.0M
RW Investment Management LLC 0.70% Add +6.8% 29,351 $5.0M
Aldebaran Financial Inc. 7.11% Reduce -6.8% 29,335 $5.0M
Exchange Bank 4.13% Reduce -3.7% 29,334 $5.0M
KFA Private Wealth Group, LLC 1.56% Add +6.0% 29,304 $5.0M
W.H. Cornerstone Investments Inc. 3.62% Reduce -10.3% 29,304 $5.0M
First National Bank of Hutchinson 3.36% Reduce -4.5% 29,290 $5.0M
First Bancorp, Inc 3.80% Reduce -3.2% 29,245 $5.0M
Jacobsen Capital Management 2.32% Add +1.7% 29,173 $5.0M
Wellington Wealth Strategies, LLC. 2.32% New 29,128 $5.0M
Widmann Financial Services, Inc. 4.19% Add +1.2% 29,113 $5.0M
Vienna Asset Management LLC 4.56% Add +53.8% 29,100 $5.0M
Provident Trust Co. 0.09% No change 29,075 $5.0M
Noesis Capital Mangement Corp. 1.11% Reduce -15.1% 29,048 $5.0M
Coulter & Justus Financial Services, LLC 1.11% Add +988.8% 29,048 $5.0M
Executive Wealth Group LLC 1.04% Add +200.0% 27,821 $5.0M
Act Wealth Management, LLC 2.51% Reduce -3.2% 28,999 $5.0M
Great Diamond Partners, LLC 1.14% Reduce -11.6% 28,992 $5.0M
Well Done, LLC 0.98% Add +6.0% 28,991 $5.0M
Auxier Asset Management LLC 0.76% Reduce -0.1% 28,986 $5.0M
Bell Investment Advisors, Inc 0.97% Reduce -2.1% 28,884 $5.0M
LWM Advisory Services, LLC 3.97% Reduce -4.1% 28,860 $4.9M
One Charles Private Wealth Services, LLC 2.15% Reduce -2.7% 28,857 $4.9M
Audent Global Asset Management, LLC 5.06% Add +22.1% 28,848 $4.9M
Unison Asset Management LLC 2.59% Add +3.2% 28,813 $4.9M
Trinity Financial Advisors LLC 2.22% Reduce -2.8% 28,774 $4.9M
Legacy Financial Strategies, LLC 1.27% Add +2.3% 28,751 $4.9M
Cahaba Wealth Management, Inc. 0.45% Add +2.5% 28,719 $4.9M
Bey-Douglas LLC 4.71% Reduce -24.2% 28,713 $4.9M
Cape Investment Advisory, Inc. 2.30% Add +1.4% 28,679 $4.9M
Five Oceans Advisors 2.53% Reduce -0.2% 28,655 $4.9M
Clarity Capital Partners LLC 3.23% Reduce -7.2% 28,643 $4.9M
Paragon Financial Partners, Inc. 4.04% Reduce -1.2% 28,610 $4.9M
Bigelow Investment Advisors, LLC 2.41% Reduce -10.4% 28,607 $4.9M
Peregrine Asset Advisers, Inc. 1.96% Add +3.0% 28,568 $4.9M
Convergence Investment Partners, LLC 1.88% Add +6.2% 28,565 $4.9M
Sage Capital Management, LLC 2.66% Add +0.1% 28,545 $4.9M
M. Kraus & Co 1.48% Reduce -1.6% 28,500 $4.9M
Westshore Wealth, LLC 2.04% Add +4.8% 28,486 $4.9M
Hudson Capital Management LLC 1.74% Reduce -0.6% 28,450 $4.9M
Comprehensive Financial Consultants Institutional, Inc. 2.02% Add +5.2% 28,384 $4.9M
Meadow Creek Wealth Advisors LLC 3.38% Add +60.5% 28,368 $4.9M
Beacon Financial Advisory LLC 2.36% Reduce -19.7% 28,358 $4.9M
Addison Advisors LLC 1.67% Reduce -0.5% 28,343 $4.9M
Argent Advisors, Inc. 1.91% Reduce -2.3% 28,210 $4.8M
Blankinship & Foster, LLC 1.27% Reduce -1.1% 28,153 $4.8M
waypoint wealth counsel 3.71% Add +6.7% 28,095 $4.8M
McRae Capital Management Inc. 1.05% Reduce -1.8% 28,003 $4.8M
Marathon Trading Investment Management LLC 1.95% Reduce -61.8% 27,974 $4.8M
MWA Asset Management 3.47% Add +12.1% 27,940 $4.8M
Edmonds Duncan Registered Investment Advisors, LLC 1.20% Add +0.0% 27,929 $4.8M
Certus Wealth Management, LLC 3.81% Add +4.3% 26,091 $4.8M
HAP Trading, LLC 1.48% New 27,863 $4.8M
My Personal CFO, LLC 2.75% Add +1.2% 27,823 $4.8M
Cortland Associates Inc. 0.62% Reduce -1.0% 27,775 $4.8M
Permanens Capital L.P. 0.58% Add +25.9% 27,747 $4.8M
Prudent Man Advisors, LLC 1.78% Reduce -0.9% 27,216 $4.7M
SFI Advisors, LLC 3.71% Reduce -0.3% 27,592 $4.7M
Cardinal Point Capital Management ULC 0.90% Add +13.6% 27,502 $4.7M
Herbst Group, LLC 2.92% Reduce -5.4% 27,494 $4.7M
Royal Harbor Partners, LLC 2.05% Add +8.3% 27,471 $4.7M
Marshall & Sullivan Inc. 2.33% Add +0.1% 27,467 $4.7M
Argus Investors' Counsel, Inc. 2.89% Add +0.5% 27,432 $4.7M
Lantz Financial LLC 1.51% Add +6.3% 27,390 $4.7M
WESCAP Management Group, Inc. 1.36% Add +0.2% 27,376 $4.7M
Connective Capital Management, LLC 7.40% No change 27,356 $4.7M
Addison Capital Co 2.33% Add +4.6% 27,345 $4.7M
West Oak Capital, LLC 1.99% Reduce -1.6% 27,330 $4.7M
Pinnacle Family Advisors, LLC 2.50% Reduce -1.9% 27,327 $4.7M
Centennial Wealth Advisory LLC 2.16% Add +4.6% 27,244 $4.7M
Tactive Advisors, LLC 2.48% Add +138.4% 27,213 $4.7M
Bowman & Co S.C. 2.83% Reduce -1.0% 27,184 $4.7M
Canton Hathaway, LLC 1.25% Reduce -15.1% 27,179 $4.7M
Coppell Advisory Solutions Corp. 0.88% — 27,168 $4.7M
LGT Fund Management Co Ltd. 1.94% Add +4.6% 27,103 $4.6M
Somerset Group LLC 4.35% Reduce -24.2% 27,019 $4.6M
Banco de Sabadell, S.A 3.45% Reduce -15.0% 27,032 $4.6M
Richard P Slaughter Associates Inc 1.12% Reduce -1.7% 26,984 $4.6M
Granite Harbor Advisors, Inc. 3.15% Add +6.6% 26,979 $4.6M
Strategic Family Wealth Counselors, L.L.C. 1.83% Reduce -20.4% 26,978 $4.6M
Wagner Wealth Management, LLC 1.41% Add +0.6% 26,971 $4.6M
Legacy Edge Advisors, LLC 0.96% Add +7.2% 26,962 $4.6M
Butensky & Cohen Financial Security, Inc. 1.44% Reduce -0.3% 26,941 $4.6M
DDFG, Inc 1.47% Reduce -0.2% 26,935 $4.6M
Richardson Financial Services Inc. 3.25% Add +3.8% 26,928 $4.6M
Regis Management CO LLC 1.40% Add +29.6% 26,902 $4.6M
Evolution Wealth Advisors, LLC 0.88% Reduce -5.1% 26,814 $4.6M
Hamilton Capital, LLC 0.34% Add +0.4% 26,812 $4.6M
Libra Wealth LLC 2.01% Add +1.4% 26,808 $4.6M
Aletheian Wealth Advisors LLC 2.49% Add +71.0% 26,776 $4.6M
Carr Financial Group Corp 1.53% Add +9.2% 26,764 $4.6M
Magnolia Capital Management Ltd. 3.89% Add +0.1% 26,751 $4.6M
Legacy PCG, LLC 2.88% Add +1.2% 26,744 $4.6M
Atom Investors LP 0.58% Add +9.9% 26,698 $4.6M
Global Strategic Investment Solutions, LLC 0.54% Reduce -13.7% 26,680 $4.6M
Schrum Private Wealth Management LLC 4.15% Add +146.9% 26,653 $4.6M
Berkshire Money Management, Inc. 0.55% Add +27.4% 26,643 $4.6M
MeadowBrook Investment Advisors LLC 4.33% Reduce -3.0% 26,620 $4.6M
LaSalle St. Investment Advisors, LLC 2.56% Add +26.2% 24,788 $4.6M
Collaborative Wealth Managment Inc. 2.29% Reduce -1.6% 26,586 $4.6M
Hoxton Planning & Management, LLC 2.18% Add +7.8% 26,561 $4.6M
Accel Wealth Management 1.93% Add +3.9% 26,559 $4.6M
Beta Wealth Group, Inc. 2.21% Add +4.7% 26,529 $4.5M
Trustco Bank Corp. N Y 4.72% Reduce -0.2% 26,501 $4.5M
Grey Fox Wealth Advisors, LLC 1.71% Reduce -1.6% 26,481 $4.5M
Eaton Financial Holdings Company, LLC 2.35% Reduce -40.0% 26,449 $4.5M
ShoreHaven Wealth Partners, LLC 2.49% Add +0.6% 26,422 $4.5M
E&G Advisors, LLC 1.42% Reduce -0.4% 26,397 $4.5M
Austin Wealth Management, LLC 1.12% Add +28.1% 23,702 $4.5M
Worth Financial Advisory Group, LLC 3.13% Add +5.7% 26,365 $4.5M
Cynosure Group, LLC 0.81% Add +147.2% 26,321 $4.5M
Cognios Beta Neutral Large Cap Fund, LP 5.88% No change 26,308 $4.5M
Tandem Capital Management Corp. 2.56% Reduce -2.5% 26,306 $4.5M
Maryland Capital Advisors Inc. 2.80% Reduce -0.4% 26,300 $4.5M
Kolinsky Wealth Management, LLC 3.44% Add +2.6% 26,287 $4.5M
Breed's Hill Capital LLC 4.15% Reduce -0.8% 26,270 $4.5M
Stansberry Asset Management, LLC 0.65% Reduce -1.9% 26,243 $4.5M
Austin Asset Management Co Inc 0.99% Reduce -7.5% 26,238 $4.5M
Swisher Financial Concepts, Inc. 3.91% Add +18.0% 26,706 $4.5M
Tanaka Capital Management Inc. 11.04% Reduce -39.8% 26,160 $4.5M
Emerald Advisers, LLC 0.18% Reduce -16.1% 26,142 $4.5M
Retirement Guys Formula LLC 2.19% Add +25.6% 26,135 $4.5M
Archvest Wealth Advisors, Inc. 3.17% Add +4.8% 26,341 $4.5M
Alaska Permanent Fund Corp 0.07% Add +3.2% 26,107 $4.5M
MBA Advisors LLC 2.31% Reduce -1.6% 26,092 $4.5M
Pursue Wealth Partners LLC 2.63% Reduce -3.6% 26,072 $4.5M
Emprise Bank 3.00% — 26,033 $4.5M
Gateway Wealth Partners, LLC 1.60% Reduce -2.6% 26,017 $4.5M
JBF Capital, Inc. 0.73% Reduce -23.5% 26,000 $4.5M
Compass Ion Advisors, LLC 0.64% Reduce -0.3% 25,975 $4.5M
Wiser Advisor Group LLC 6.98% Add +3.3% 25,957 $4.5M
American Institute for Advanced Investment Management, LLP 3.52% Reduce -5.5% 25,967 $4.5M
Quaker Wealth Management, LLC 1.80% Reduce -0.4% 25,870 $4.4M
Spectrum Wealth Advisory Group, LLC 5.09% Reduce -0.2% 25,795 $4.4M
FinDec Wealth Services, Inc. 2.78% Add +0.6% 25,793 $4.4M
Financial Connections Group, Inc. 4.84% Add +11.9% 25,764 $4.4M
ICW Investment Advisors LLC 1.96% Reduce -0.3% 25,762 $4.4M
Prosperity Wealth Management, Inc. 2.09% Add +9.6% 25,747 $4.4M
Mountain Pacific Investment Advisers LLC 0.25% Add +1.1% 25,737 $4.4M
Triton Wealth Management, PLLC 3.06% Reduce -0.1% 26,229 $4.4M
Creative Capital Management Investments LLC 2.28% Reduce -0.3% 25,716 $4.4M
Mendel Capital Management LLC 2.92% Reduce -2.8% 25,707 $4.4M
Advanced Portfolio Management, LLC 8.32% Add +13.1% 25,702 $4.4M
Doliver Advisors, LP 1.24% Add +5.0% 25,688 $4.4M
Hengehold Capital Management LLC 0.47% Add +2.7% 25,630 $4.4M
Marest Capital, LLC 4.04% Reduce -25.7% 25,567 $4.4M
Hyperion Partners, LLC 3.21% Reduce -2.4% 25,550 $4.4M
Cadinha & Co. LLC 0.75% Reduce -75.7% 25,495 $4.4M
WESPAC Advisors, LLC 2.55% Reduce -0.1% 25,494 $4.4M
Park Place Capital Corp 1.57% Add +6.3% 25,493 $4.4M
Diversified Portfolios, Inc. 0.62% Reduce -1.0% 25,489 $4.4M
Evergreen Private Wealth LLC 2.19% Add +12.0% 25,486 $4.4M
Dynamic Technology Lab Private Ltd 0.47% Add +88.9% 25,478 $4.4M
Kintra Wealth, LLC 3.23% Reduce -6.7% 25,465 $4.4M
Affinity Wealth Management LLC 0.81% Reduce -2.3% 25,456 $4.4M
Elmwood Wealth Management, Inc. 1.87% Add +25.0% 25,447 $4.4M
Dimension Capital Management LLC 0.87% Add +3.6% 25,438 $4.4M
NorthStar Asset Management LLC 3.30% Add +3.2% 25,429 $4.4M
Values Added Financial LLC 3.39% Reduce -8.2% 25,376 $4.4M
IronBridge Private Wealth, LLC 1.80% Add +6.7% 25,329 $4.3M
Vickerman Investment Advisors, Inc. 1.40% Add +0.5% 25,303 $4.3M
Crescent Sterling, Ltd. 3.95% Reduce -4.7% 25,284 $4.3M
West Paces Advisors Inc. 1.14% Add +0.9% 25,281 $4.3M
Activest Wealth Management 2.09% Add +20.4% 25,280 $4.3M
Kinsale Capital Group, Inc. 1.71% Add +21.6% 25,164 $4.3M
Court Place Advisors, LLC 1.39% Reduce -2.0% 25,157 $4.3M
Kraematon Investment Advisors, Inc. 4.34% Reduce -1.8% 25,156 $4.3M
Skyline Advisors, Inc. 1.93% Reduce -3.4% 25,144 $4.3M
Page Arthur B 4.42% Reduce -5.3% 25,070 $4.3M
Red Wave Investments LLC 1.61% Add +8.9% 25,058 $4.3M
Sunpointe, LLC 4.77% Add +0.8% 25,038 $4.3M
Creekmur Asset Management LLC 1.47% Add +2.9% 25,024 $4.3M
Robbins Farley 2.36% Add +27.9% 25,016 $4.3M
Deltec Asset Management LLC 0.85% Add +18.3% 25,004 $4.3M
Ardsley Advisory Partners LP 0.62% New 25,000 $4.3M
Auto-Owners Insurance Co 0.11% No change 25,000 $4.3M
Sicart Associates LLC 1.57% No change 24,999 $4.3M
Financial Advisors, LLC 0.89% Reduce -0.1% 24,994 $4.3M
Eight 31 Financial, LLC 2.69% Add +4.3% 24,993 $4.3M
Sunburst Financial Group, LLC 1.21% Reduce -0.6% 25,205 $4.3M
49 Wealth Management, LLC 0.92% Add +10.1% 25,204 $4.3M
Summit Financial Group, Inc. 1.52% Reduce -0.6% 24,984 $4.3M
Firethorn Wealth Partners, LLC 2.52% Add +18.5% 24,980 $4.3M
HERALD INVESTMENT MANAGEMENT Ltd 0.69% No change 25,000 $4.3M
Primoris Wealth Advisors, LLC 3.44% Reduce -4.2% 24,962 $4.3M
Fortem Financial Group, LLC 1.88% Add +3.1% 24,959 $4.3M
Heritage Wealth Management, Inc. 4.25% Reduce -3.6% 24,939 $4.3M
PrairieView Partners, LLC 0.49% Add +1.0% 24,932 $4.3M
David J Yvars Group 2.88% Reduce -12.7% 24,868 $4.3M
Curran Financial Partners, LLC 1.48% Reduce -0.7% 24,850 $4.3M
PFW Advisors LLC 1.30% Reduce -6.0% 24,823 $4.3M
WPWealth LLP 1.10% Reduce -0.3% 24,772 $4.2M
Royal Capital Wealth Management, LLC 3.33% Reduce -17.5% 24,755 $4.2M
Melfa Wealth Management, Inc. 3.06% Add +14.7% 24,702 $4.2M
Financial Advisory Partners, LLC 1.64% Reduce -14.7% 24,679 $4.2M
Granger Management LLC 0.84% Add +0.4% 24,563 $4.2M
Lifeworks Advisors, LLC 1.18% Add +5.8% 24,482 $4.2M
Tevis Investment Management 3.56% Add +0.7% 24,393 $4.2M
Financial Management Professionals, Inc. 0.62% Reduce -2.5% 24,388 $4.2M
Dodge & Cox 0.00% Reduce -0.4% 24,356 $4.2M
Eldridge Investment Advisors, Inc. 1.07% Reduce -0.5% 24,324 $4.2M
Ullmann Wealth Partners Group, LLC 0.62% Add +5.1% 24,278 $4.2M
Dunhill Financial, LLC 3.09% Add +0.0% 24,261 $4.2M
Arq Wealth Advisors, LLC 1.80% Add +165.7% 24,228 $4.2M
Union Savings Bank 2.17% Add +0.5% 24,185 $4.1M
TFB Advisors LLC 1.50% Add +36.3% 24,471 $4.1M
TMD Wealth Management, LLC 0.97% Add +1.3% 24,154 $4.1M
Wilkins Investment Counsel Inc. 0.60% Add +36.4% 24,153 $4.1M
InTrack Investment Management Inc 3.07% Reduce -1.8% 24,147 $4.1M
Cutler Investment Counsel LLC 0.56% Reduce -4.1% 24,138 $4.1M
Mascoma Wealth Management LLC 1.18% Reduce -9.4% 24,127 $4.1M
Rockingstone Advisors LLC 2.13% Reduce -2.8% 24,069 $4.1M
Pathway Financial Advisers, LLC 1.49% Reduce -7.6% 24,032 $4.1M
Castle Wealth Management LLC 2.15% Add +0.8% 23,998 $4.1M
Charles Schwab Trust Co 0.39% Reduce -71.7% 23,983 $4.1M
Rothschild Wealth LLC 1.45% — 23,951 $4.1M
KFG Wealth Management, LLC 1.69% Add +31.3% 23,944 $4.1M
Fortune Financial Advisors, LLC 2.61% Reduce -3.0% 23,941 $4.1M
Annandale Capital, LLC 0.93% Reduce -0.1% 23,935 $4.1M
Tectonic Advisors LLC 0.31% Reduce -6.2% 23,932 $4.1M
Almanack Investment Partners, LLC. 0.70% Add +8.8% 23,926 $4.1M
Pine Harbor Wealth Management, LLC 2.58% Reduce -0.1% 23,876 $4.1M
IAM Advisory, LLC 1.12% Reduce -1.9% 23,866 $4.1M
Capital Planning LLC 1.33% Add +9.0% 23,866 $4.1M
Private Ocean, LLC 0.43% Reduce -85.3% 23,852 $4.1M
McClarren Financial Advisors, Inc. 2.94% Reduce -1.3% 23,834 $4.1M
Hofer & Associates. Inc 3.43% Add +1.4% 23,787 $4.1M
New World Advisors LLC 1.19% Reduce -2.8% 23,751 $4.1M
Symmetry Investments LP 0.43% Reduce -56.5% 23,750 $4.1M
Legacy Wealth Asset Management, LLC 1.13% Add +17.0% 23,718 $4.1M
Carson Advisory Inc. 2.86% Reduce -1.2% 23,686 $4.1M
Palisades Hudson Asset Management, L.P. 1.85% Reduce -2.4% 23,643 $4.1M
EdgeRock Capital LLC 3.21% Add +2.5% 23,539 $4.0M
Legacy CG, LLC 1.46% Add +21.4% 23,521 $4.0M
Peterson Wealth Management 2.91% Add +105.5% 23,513 $4.0M
Center For Asset Management LLC 3.30% Add +8.1% 23,495 $4.0M
Verum Partners LLC 1.43% Reduce -1.6% 23,410 $4.0M
Measured Wealth Private Client Group, LLC 1.40% Reduce -15.6% 23,367 $4.0M
New Republic Capital, LLC 2.54% Add +3.9% 23,346 $4.0M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 2.75% Add +22.4% 23,321 $4.0M
Seldon Capital LP 2.42% No change 23,268 $4.0M
Summit Wealth & Retirement Planning, Inc. 1.42% Add +52.7% 23,261 $4.0M
Rovin Capital /Ut/ 1.63% Add +7.2% 23,188 $4.0M
Birchcreek Wealth Management, LLC 2.09% Add +3.6% 23,186 $4.0M
Outlook Wealth Advisors, LLC 1.23% Reduce -0.3% 23,169 $4.0M
Horan Securities, Inc. 1.87% Add +7.3% 23,168 $4.0M
Roanoke Asset Management Corp./ NY 1.32% Reduce -0.1% 23,163 $4.0M
Signify Wealth 6.58% Reduce -6.7% 23,153 $4.0M
Traveka Wealth, LLC 1.83% Reduce -35.1% 23,129 $4.0M
MRA Advisory Group 2.37% Reduce -22.7% 23,111 $4.0M
Gould Capital, LLC 2.79% Reduce -12.5% 23,077 $4.0M
PCA Investment Advisory Services Inc. 2.22% Add +19.5% 23,056 $4.0M
Viking Fund Management LLC 0.71% Add +15.0% 23,000 $3.9M
WMG Financial Advisors, LLC 2.26% Add +15.7% 22,999 $3.9M
Retirement Group, LLC 1.41% Reduce -0.7% 22,984 $3.9M
New Jersey Better Educational Savings Trust 7.43% No change 22,926 $3.9M
Adamsbrown Wealth Consultants LLC 1.59% Add +0.4% 22,912 $3.9M
Outfitters Financial LLC 3.23% Reduce -3.4% 22,910 $3.9M
Successful Portfolios LLC 2.68% Reduce -4.5% 22,888 $3.9M
Second Line Capital, LLC 1.27% Add +29.7% 22,888 $3.9M
Quattro Financial Advisors LLC 1.11% Add +11744.6% 22,860 $3.9M
Cornercap Investment Counsel Inc. 0.60% Add +5.1% 22,855 $3.9M
Simplex Trading, LLC 0.11% Reduce -57.6% 22,785 $3.9M
Fuller & Thaler Asset Management, Inc. 0.02% Reduce -0.0% 22,741 $3.9M
LGL Partners, LLC 0.65% Reduce -2.4% 22,728 $3.9M
Mountain Capital Investment Advisors Inc. 1.09% Add +4.9% 22,970 $3.9M
Cassady Schiller Wealth Management, LLC 1.74% Reduce -0.2% 22,693 $3.9M
STAR Financial Bank 3.32% Reduce -4.3% 22,672 $3.9M
First National Bank Sioux Falls 2.12% Add +13.9% 22,671 $3.9M
Raleigh Capital Management Inc. 1.68% Add +46.1% 22,669 $3.9M
Forbes Financial Planning, Inc. 3.34% Add +4.0% 22,660 $3.9M
Leibman Financial Services, Inc. 2.98% Add +1.9% 22,641 $3.9M
Richard W. Paul & Associates, LLC 1.55% Add +1.8% 22,634 $3.9M
Betterment LLC 0.01% Add +557.1% 22,623 $3.9M
Lakewood Asset Management LLC 2.64% Reduce -16.8% 22,606 $3.9M
Walker Asset Management, LLC 2.56% Reduce -1.4% 22,588 $3.9M
Legacies Wealth LLC 3.42% Reduce -7.3% 22,571 $3.9M
Davis Investment Partners, LLC 1.69% Reduce -10.3% 23,067 $3.9M
Raelipskie Partnership 2.20% Add +1.4% 22,559 $3.9M
Paradigm Asset Management Co. LLC 0.98% Reduce -8.3% 22,546 $3.9M
First Financial Corp. 1.96% Reduce -21.4% 22,538 $3.9M
Community Bank of Raymore 1.81% Add +8.6% 22,534 $3.9M
Ogorek Anthony Joseph /NY/ 1.34% Add +0.0% 22,508 $3.9M
Occudo Quantitative Strategies LP 0.67% Add +26.3% 22,475 $3.9M
Beaird Harris Wealth Management, LLC 0.38% Reduce -1.0% 22,471 $3.9M
TAP Consulting, LLC 0.85% Reduce -0.3% 22,458 $3.9M
First Citizens Financial Corp 2.29% Reduce -0.3% 22,453 $3.9M
Valueworks LLC 1.25% Reduce -1.0% 22,443 $3.8M
Prairie Wealth Advisors, Inc. 1.80% — 22,420 $3.8M
Windsor Capital Management, LLC 1.19% Reduce -0.8% 22,396 $3.8M
Okabena Investment Services Inc. 1.28% Reduce -2.0% 22,386 $3.8M
Peavine Capital, LLC 0.97% No change 22,360 $3.8M
Mosaic Financial Group, LLC 3.07% — 22,357 $3.8M
White Knight Strategic Wealth Advisors, LLC 3.98% Reduce -0.3% 22,346 $3.8M
Hillsdale Investment Management Inc. 0.30% Add +5.8% 22,319 $3.8M
Selective Wealth Management, Inc. 1.66% Add +0.3% 22,749 $3.8M
Seneca House Advisors 1.66% Reduce -15.2% 22,253 $3.8M
Private Client Services, LLC 2.56% Add +23.9% 22,251 $3.8M
Inspire Trust Co, N.A. 2.13% Add +50.7% 22,194 $3.8M
Massachusetts Wealth Management 2.67% Add +1.3% 22,116 $3.8M
Castleview Partners, LLC 2.12% Add +135.5% 22,113 $3.8M
Ategra Capital Management, LLC 1.74% Add +0.2% 22,109 $3.8M
Rogco, LP 1.55% Reduce -7.7% 22,095 $3.8M
Intellectus Partners, LLC 1.00% Reduce -1.3% 22,069 $3.8M
Capital Markets Trading UK LLP 2.74% Reduce -64.7% 22,054 $3.8M
S.A. Mason LLC 2.27% Reduce -1.8% 22,048 $3.8M
Fiducient Advisors LLC 0.75% Add +12.2% 22,032 $3.8M
Brooks, Moore & Associates, Inc. 2.42% Reduce -7.1% 22,017 $3.8M
Deseret Mutual Benefit Administrators 1.89% Add +4.1% 21,998 $3.8M
First Affirmative Financial Network 2.78% Add +8.4% 21,997 $3.8M
Vivid Wealth Management, LLC 2.36% Reduce -0.0% 21,980 $3.8M
Planning Capital Management Corp 2.75% Reduce -10.0% 21,959 $3.8M
Fairfield, Bush & Co. 2.23% Reduce -1.9% 21,903 $3.8M
Oliver Lagore Vanvalin Investment Group 1.13% Add +20.2% 21,864 $3.7M
Aspire Private Capital, LLC 0.99% Add +9.4% 21,845 $3.7M
Baker Boyer National Bank 1.28% Reduce -22.4% 21,738 $3.7M
O'Brien Wealth Partners LLC 0.86% Reduce -3.5% 21,659 $3.7M
Summitry LLC 0.20% Reduce -19.8% 21,626 $3.7M
Roberts Financial Services LLC 0.76% Reduce -6.7% 21,605 $3.7M
American Capital Advisory, LLC 3.23% Reduce -8.3% 22,465 $3.7M
PICTET BANK & TRUST Ltd 3.89% Reduce -2.9% 21,550 $3.7M
Islay Capital Management, LLC 2.77% Reduce -0.2% 21,482 $3.7M
TD Capital Management LLC 0.39% Reduce -0.9% 21,466 $3.7M
Tobam 0.33% Add +3.9% 21,459 $3.7M
Synergy Financial Group, LTD 4.13% Reduce -4.5% 21,400 $3.7M
Cipher Capital LP 1.69% Add +183.4% 21,352 $3.7M
Gallagher Fiduciary Advisors, LLC 0.13% Reduce -3.6% 21,342 $3.7M
Fogel Capital Management, Inc. 2.15% New 19,942 $3.7M
Finivi Inc. 3.31% Add +2.1% 21,319 $3.7M
Blueprint Investment Partners LLC 0.72% Reduce -68.5% 21,305 $3.7M
Paragon Capital Management Ltd 0.65% Reduce -5.2% 21,269 $3.6M
Arcataur Capital Management LLC 1.31% Reduce -0.3% 21,251 $3.6M
AAF Wealth Management, LLC 2.04% Add +9.3% 21,197 $3.6M
Liberty One Investment Management, LLC 0.41% Add +8.0% 21,196 $3.6M
McGowan Group Asset Management, Inc. 0.53% Add +10.6% 21,150 $3.6M
Family Asset Management, LLC 2.27% Reduce -1.1% 21,146 $3.6M
Pathway Financial Advisors LLC 0.98% Reduce -9.4% 21,139 $3.6M
Elevatus Welath Management 1.43% Reduce -66.8% 21,089 $3.6M
AA Financial Advisors, LLC 1.46% Add +1203.3% 21,088 $3.6M
HRC Wealth Management, LLC 2.64% Add +1.1% 21,087 $3.6M
Unionview, LLC 2.99% Add +0.3% 21,084 $3.6M
Murphy, Middleton, Hinkle & Parker, Inc. 2.10% Reduce -9.6% 21,061 $3.6M
McGlone Suttner Wealth Management, Inc. 0.68% Reduce -3.2% 21,012 $3.6M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.83% Reduce -19.2% 21,000 $3.6M
Southern Capital Advisors, LLC 2.19% Add +1.6% 20,998 $3.6M
Dividend Assets Capital, LLC 0.76% Reduce -2.5% 20,992 $3.6M
IMPACTfolio, LLC 2.17% Reduce -1.4% 20,979 $3.6M
SAM Advisors, LLC 1.33% Add +1.3% 20,966 $3.6M
Wolff Wiese Magana LLC 3.10% Reduce -10.9% 20,949 $3.6M
Whelan Financial 1.64% Add +8.8% 20,935 $3.6M
Winthrop Capital Management, LLC 1.65% Reduce -2.0% 20,926 $3.6M
Wealthspan Partners, LLC 2.11% Reduce -12.3% 20,892 $3.6M
FWG Holdings, LLC 1.92% Add +2.1% 19,399 $3.6M
Aspire Capital Advisors LLC 1.21% Add +4.2% 20,876 $3.6M
Mb, Levis & Associates, LLC 1.92% Reduce -1.3% 20,873 $3.6M
SYM FINANCIAL Corp 0.59% Reduce -28.8% 20,871 $3.6M
Detalus Advisors, LLC 1.28% Add +1.3% 20,867 $3.6M
ML & R Wealth Management LLC 0.82% Reduce -9.9% 20,864 $3.6M
Bluesphere Advisors LLC 1.98% Reduce -3.7% 20,831 $3.6M
Private Harbour Investment Management & Counsel, LLC 3.84% Reduce -4.5% 20,819 $3.6M
Salvus Wealth Management, LLC 2.44% Reduce -0.0% 20,801 $3.6M
Shilanski & Associates, Inc. 1.23% Add +0.1% 20,792 $3.6M
Peoples Bank 2.79% Reduce -4.1% 20,790 $3.6M
Kearns & Associates LLC 2.75% No change 20,728 $3.6M
Rainey & Randall Wealth Advisors Inc. 0.83% Add +0.9% 20,489 $3.5M
Independent Wealth Network Inc. 1.67% Reduce -1.4% 20,664 $3.5M
Y-Intercept (Hong Kong) Ltd 0.27% Reduce -67.4% 20,657 $3.5M
Advisory Resource Group 0.81% Add +0.3% 20,651 $3.5M
Cascade Investment Advisors, Inc. 2.30% Reduce -7.2% 20,628 $3.5M
Cavalier Investments, LLC 1.29% Reduce -39.6% 20,614 $3.5M
Seven Eight Capital, LP 0.37% Reduce -42.1% 20,600 $3.5M
Dupree Financial Group, LLC 1.67% Reduce -0.8% 20,567 $3.5M
First City Capital Management, Inc. 1.95% Add +2.1% 20,547 $3.5M
Catalyst Capital Advisors LLC 0.08% Reduce -16.9% 20,545 $3.5M
Sara-Bay Financial 1.58% Reduce -3.8% 20,716 $3.5M
JDM Financial Group LLC 2.56% Reduce -3.6% 20,514 $3.5M
Lawson Kroeker Investment Management Inc. 0.67% Add +15.5% 20,494 $3.5M
Palo Alto Wealth Advisors, LLC 2.47% Add +0.1% 20,455 $3.5M
Tobias Financial Advisors, Inc. 0.79% Add +7.4% 20,451 $3.5M
AXS Investments LLC 0.84% Reduce -12.2% 20,446 $3.5M
FSA Wealth Management LLC 1.52% Add +1.6% 20,435 $3.5M
Ferguson Shapiro LLC 1.61% Add +0.7% 20,392 $3.5M
Willner & Heller, LLC 3.48% Reduce -1.5% 20,361 $3.5M
Northern Financial Advisors Inc 2.72% Reduce -10.7% 20,356 $3.5M
Towerpoint Wealth, LLC 1.75% Add +6.2% 20,353 $3.5M
Alterna Wealth Management, Inc. 2.82% Add +14.2% 20,316 $3.5M
BlueChip Wealth Advisors LLC 2.25% Reduce -14.7% 20,311 $3.5M
Ewa, LLC 1.56% Add +122.3% 18,921 $3.5M
Intelligent Financial Strategies 2.15% Add +0.0% 20,189 $3.5M
Kendall Capital Management 1.19% Reduce -0.6% 20,189 $3.5M
Mayport, LLC 1.32% Add +0.2% 20,169 $3.5M
Emerald Advisors, LLC 0.61% Add +0.8% 20,048 $3.4M
Ruedi Wealth Management, Inc. 1.45% Add +0.3% 20,036 $3.4M
Mainsail Asset Management, LLC 2.80% Add +0.1% 20,034 $3.4M
Trivest Advisors Ltd 0.12% New 20,000 $3.4M
St. Louis Trust Co 0.53% Add +1.9% 19,907 $3.4M
Phillips Financial Management, LLC 0.28% Reduce -5.3% 19,922 $3.4M
Peak Financial Advisors LLC 2.08% Add +13.1% 19,900 $3.4M
Johnson & White Wealth Management, LLC 2.48% Reduce -0.1% 19,883 $3.4M
Retirement Income Solutions, Inc. 0.77% Add +4.8% 19,869 $3.4M
TNF LLC 1.35% Reduce -1.1% 20,152 $3.4M
HC Advisors, LLC 1.62% Reduce -1.2% 19,862 $3.4M
Benedetti & Gucer, Inc. 1.69% Reduce -8.6% 19,804 $3.4M
Birmingham Capital Management Co. Inc. 1.25% Reduce -0.1% 19,787 $3.4M
Element Pointe Advisors, LLC 0.87% Reduce -2.4% 19,784 $3.4M
Rinkey Investments 1.24% Add +1.8% 19,771 $3.4M
BCGM Wealth Management, LLC 1.22% Add +0.9% 19,743 $3.4M
Oxford Wealth Group, LLC 3.08% — 19,712 $3.4M
Donoghue Forlines LLC 0.96% Add +45.1% 19,705 $3.4M
Ridgepath Capital Management LLC 3.80% Add +221.0% 19,694 $3.4M
Spectrum Strategic Capital Management, LLC 2.57% Reduce -0.0% 19,665 $3.4M
Alliance Wealth Advisors, LLC 2.13% Reduce -1.7% 19,659 $3.4M
LVZ, Inc. 0.46% Add +0.9% 19,658 $3.4M
Integrity Wealth Solutions LLC 2.20% Reduce -1.3% 19,646 $3.4M
Murphy Pohlad Asset Management LLC 1.32% Reduce -9.9% 19,638 $3.4M
Sustainable Growth Advisers, LP 0.01% No change 19,556 $3.4M
Blue Bell Private Wealth Management, LLC 0.72% Add +1.0% 19,552 $3.4M
Fonville Wealth Management LLC 1.48% Reduce -7.0% 19,545 $3.4M
Invenio Wealth Partners LLC 1.80% Reduce -0.2% 19,502 $3.3M
Cumberland Advisors Inc. 1.24% No change 19,487 $3.3M
Atlanta Consulting Group Advisors, LLC 1.15% — 19,474 $3.3M
Aspire Wealth Management Corp 2.02% Reduce -2.1% 19,472 $3.3M
Infusive Asset Management Inc. 1.29% New 19,468 $3.3M
Private Capital Management, LLC 0.38% Add +18.0% 19,410 $3.3M
Dohj, LLC 0.88% Reduce -0.0% 19,400 $3.3M
Revisor Wealth Management LLC 1.50% Add +162.3% 18,282 $3.3M
Paladin Advisory Group, LLC 2.63% Reduce -3.5% 19,562 $3.3M
Stone Summit Wealth LLC 1.16% Reduce -5.1% 19,382 $3.3M
Kuhn & Co Investment Counsel 3.12% Reduce -2.4% 19,376 $3.3M
Jackson, Grant Investment Advisers, Inc. 1.36% Reduce -0.9% 19,370 $3.3M
TCWP LLC 8.83% Reduce -1.9% 19,368 $3.3M
Wolff Financial Management LLC 0.97% Add +12.4% 19,351 $3.3M
Oak Family Advisors, LLC 1.27% Reduce -10.5% 19,339 $3.3M
Glass Jacobson Investment Advisors llc 1.24% Reduce -4.4% 19,323 $3.3M
Hurlow Wealth Management Group, Inc. 1.17% Reduce -0.1% 19,318 $3.3M
Source Financial Advisors LLC 1.01% Reduce -13.0% 19,317 $3.3M
Factorial Partners, LLC 1.88% Reduce -29.5% 19,300 $3.3M
Praetorian Wealth Management, Inc. 0.88% Reduce -0.1% 19,297 $3.3M
NCP Inc. 2.29% — 19,288 $3.3M
Private Wealth Management Group, LLC 1.50% Add +3.0% 19,264 $3.3M
Tradewinds Capital Management, LLC 0.91% Add +0.1% 19,263 $3.3M
AAFMAA Wealth Management & Trust LLC 1.80% Add +26.1% 19,259 $3.3M
R. W. Roge & Company, Inc. 1.99% Reduce -3.3% 19,232 $3.3M
Tennessee Valley Asset Management Partners 0.80% Add +1.9% 19,221 $3.3M
Beirne Wealth Consulting Services, LLC 1.40% Reduce -17.4% 19,219 $3.3M
Watershed Private Wealth LLC 1.46% Add +1.0% 19,190 $3.3M
Midwest Professional Planners, LTD. 1.15% Reduce -19.5% 19,146 $3.3M
Kaye Capital Management 1.43% Reduce -4.8% 19,136 $3.3M
Richelieu Gestion SA 3.37% Add +111.9% 19,121 $3.3M
Trust Co 0.43% Reduce -1.1% 19,114 $3.3M
Great Point Wealth Advisors, LLC 0.76% Add +2.3% 19,099 $3.3M
Paradigm, Strategies in Wealth Management, LLC 2.02% Reduce -0.5% 19,085 $3.3M
Washburn Capital Management, Inc. 2.42% Reduce -9.6% 19,061 $3.3M
Blue Square Asset Management, LLC 2.22% Reduce -3.7% 19,057 $3.3M
Fca Corp. 1.06% Reduce -2.1% 19,051 $3.3M
Caas Capital Management LP 1.39% Add +515.3% 19,043 $3.3M
Worth Asset Management, LLC 2.01% Reduce -7.0% 19,042 $3.3M
Lane & Associates LLC 2.05% Add +7.0% 19,017 $3.3M
Summit Wealth Partners, LLC 0.69% Reduce -1.8% 18,983 $3.3M
Foresight Capital Management Advisors, Inc. 2.49% Add +2.2% 18,950 $3.3M
Mason & Associates, LLC 2.49% — 18,950 $3.3M
Crumly & Associates Inc. 0.85% Add +3.1% 18,932 $3.2M
MRP Capital Investments, LLC 3.25% Add +7.1% 18,927 $3.2M
Schulhoff & Co. Inc. 1.42% Add +0.4% 18,925 $3.2M
Gilman Hill Asset Management, LLC 0.58% Reduce -5.7% 18,912 $3.2M
Redwood Wealth Management Group, LLC 3.44% Reduce -7.8% 18,910 $3.2M
Mosaic Advisors LLC 2.64% Reduce -0.4% 18,886 $3.2M
Sherbrooke Park Advisers LLC 0.63% Add +276.2% 18,886 $3.2M
FMB Wealth Management 2.58% Reduce -0.1% 18,878 $3.2M
Aspen Investment Management Inc 1.64% Add +4.6% 18,840 $3.2M
Cahill Wealth Management, LLC 1.88% Add +0.6% 18,823 $3.2M
New Insight Wealth Advisors 2.01% Reduce -3.1% 18,808 $3.2M
Petix & Botte Co 0.80% Reduce -36.0% 18,774 $3.2M
Foundation Wealth Management, LLC 2.62% Reduce -0.9% 18,755 $3.2M
Tidemark, LLC 1.79% Add +2.6% 18,744 $3.2M
Droms Strauss Advisors Inc. /Mo/ 1.18% Reduce -1.7% 18,741 $3.2M
CBIZ Investment Advisory Services, LLC 0.22% Reduce -3.4% 18,741 $3.2M
Houlihan Financial Resource Group, Ltd. 1.44% Add +0.3% 18,728 $3.2M
Bridgewealth Advisory Group, LLC 1.57% Reduce -9.3% 18,711 $3.2M
Taylor Financial Group, Inc. 2.44% Reduce -1.6% 18,703 $3.2M
FWL Investment Management, LLC 1.76% Reduce -14.7% 18,639 $3.2M
Verity Asset Management, Inc. 1.78% Add +0.4% 18,635 $3.2M
Aigen Investment Management, LP 0.70% Add +25.0% 18,625 $3.2M
CAP Partners, LLC 2.82% Reduce -3.1% 18,620 $3.2M
Sterling Investment Management, LLC 2.25% Reduce -1.6% 18,618 $3.2M
Callan Family Office, LLC 0.75% Reduce -20.7% 18,615 $3.2M
StoneCrest Wealth Management, Inc. 2.76% Reduce -13.7% 18,606 $3.2M
Fortis Capital Management LLC 0.84% Add +12.3% 18,593 $3.2M
Fielder Capital Group LLC 1.42% Add +3.0% 18,589 $3.2M
James J. Burns & Company, LLC 1.11% Reduce -71.8% 18,848 $3.2M
CJM Wealth Advisers, Ltd. 1.20% Add +0.5% 18,528 $3.2M
Rakuten Securities, Inc. 1.39% Add +78.7% 18,482 $3.2M
Narus Financial Partners, LLC 1.35% Reduce -1.4% 18,462 $3.2M
Mendel Money Management 1.46% Add +0.3% 18,401 $3.2M
GEM Asset Management, LLC 2.12% Reduce -0.5% 18,774 $3.2M
Coombe, Bender & Co LLC 1.91% Reduce -12.5% 18,370 $3.2M
Goldstone Financial Group, LLC 0.72% Reduce -0.9% 18,360 $3.1M
CPA Asset Management Group, LLC 1.76% Add +0.2% 18,356 $3.1M
Wealth Advisors of Iowa, LLC 1.91% Reduce -2.6% 18,347 $3.1M
John G Ullman & Associates Inc. 0.48% Add +1.1% 18,343 $3.1M
G&S Capital LLC 1.40% Reduce -0.8% 18,292 $3.1M
Tributary Capital Management, LLC 0.26% Reduce -2.9% 18,282 $3.1M
Campbell Wealth Management 0.31% Add +12.8% 18,262 $3.1M
Arvest Investments, Inc. 0.50% Add +4.1% 18,261 $3.1M
Granite Group Advisors, LLC 2.10% No change 18,225 $3.1M
Better Money Decisions, LLC 2.48% Add +0.8% 18,209 $3.1M
Paragon Advisors, LLC 1.26% Add +35.8% 18,183 $3.1M
Heritage Investment Group, Inc. 0.42% Add +51.0% 18,133 $3.1M
Latitude Advisors, LLC 1.94% Add +1.7% 18,087 $3.1M
Sunflower Bank, N.A. 0.70% Reduce -2.9% 18,076 $3.1M
Wade Financial Advisory, Inc 1.13% Reduce -4.0% 18,071 $3.1M
Clearline Capital LP 0.31% New 18,066 $3.1M
Conservest Capital Advisors, Inc. 0.32% Add +2.4% 18,054 $3.1M
Loudon Investment Management, LLC 1.78% Add +0.6% 18,053 $3.1M
Portland Hill Asset Management Ltd 7.56% Reduce -4.5% 18,048 $3.1M
Unique Wealth, LLC 0.87% Add +6.0% 18,027 $3.1M
OmniStar Financial Group, Inc. 2.83% Reduce -18.7% 18,003 $3.1M
VPR Management LLC 0.86% New 18,000 $3.1M
Reik & Co., LLC 0.77% Reduce -2.1% 17,999 $3.1M
Hutner Capital Management Inc. 1.67% Add +6.8% 17,989 $3.1M
Trust Co of Kansas 1.68% Reduce -15.9% 17,984 $3.1M
Acorn Wealth Advisors, LLC 1.61% Add +1.1% 17,973 $3.1M
Main Street Group, LTD 1.50% Add +12.8% 18,097 $3.1M
Councilor Wealth, LLC 1.54% Add +2.8% 17,936 $3.1M
Obsidian Personal Planning Solutions LLC 2.02% Reduce -8.1% 18,027 $3.1M
S. R. Schill & Associates 1.34% Reduce -22.7% 17,904 $3.1M
KWB Wealth 0.41% Reduce -2.8% 17,894 $3.1M
Heritage Wealth Partners, LLC 6.26% No change 15,934 $3.1M
Viawealth, LLC 1.91% Reduce -5.8% 17,839 $3.1M
Nottingham Advisors, Inc. 0.37% Add +1.8% 17,833 $3.1M
Beck Capital Management, LLC 0.88% Reduce -17.8% 17,823 $3.1M
Select Asset Management & Trust 1.27% Reduce -1.2% 17,773 $3.0M
Warwick Investment Management, Inc. 0.73% Add +23.5% 17,760 $3.0M
Proffitt & Goodson Inc. 0.54% Reduce -1.4% 17,756 $3.0M
Centered Wealth LLC dba Miller Equity Capital Advisors 1.26% No change 17,754 $3.0M
Human Investing LLC 0.61% Reduce -19.9% 17,751 $3.0M
Lorne Steinberg Wealth Management Inc. 0.95% Reduce -19.1% 17,748 $3.0M
IMZ Advisory Inc 1.57% Reduce -1.0% 17,732 $3.0M
Cornerstone Planning Group LLC 0.95% Reduce -6.8% 16,581 $3.0M
Weaver Capital Management LLC 0.87% Reduce -1.3% 17,722 $3.0M
Athena Investment Management 1.82% Reduce -0.5% 17,687 $3.0M
BluePointe Capital Management, LLC 2.08% Add +1.8% 17,676 $3.0M
Echo Wealth Management, LLC 2.51% Add +49.8% 17,635 $3.0M
Brasada Capital Management, LP 0.54% Reduce -25.8% 17,616 $3.0M
Brooktree Capital Management 2.33% Reduce -32.4% 17,614 $3.0M
Vantage Financial Partners, LLC 0.81% Reduce -2.0% 17,605 $3.0M
apricus wealth, LLC 2.12% Reduce -3.9% 17,592 $3.0M
Grace & White Inc. 0.55% Reduce -9.5% 17,589 $3.0M
Farmers & Merchants Trust Co of Chambersburg PA 1.24% Reduce -21.0% 17,568 $3.0M
Campion Asset Management 2.33% Add +0.3% 17,550 $3.0M
Geometric Wealth Advisors 0.71% No change 17,538 $3.0M
Sendero Wealth Management, LLC 0.52% Reduce -0.4% 17,511 $3.0M
Sphera Funds Management LTD. 0.49% New 17,500 $3.0M
Creegan & Nassoura Financial Group, LLC 2.00% Add +4.2% 17,465 $3.0M
Sykon Capital LLC 1.08% Add +163.9% 17,368 $3.0M
Centennial Bank 1.52% Reduce -4.6% 17,355 $3.0M
Cedrus LLC 1.62% Add +3.3% 17,328 $3.0M
Bond & Devick Financial Network, Inc. 1.61% Reduce -0.3% 17,314 $3.0M
Colony Family Offices, LLC 0.96% Reduce -8.7% 17,307 $3.0M
Todd Asset Management LLC 0.06% No change 17,305 $3.0M
Florida Financial Advisors, LLC 2.18% Add +24.6% 17,301 $3.0M
Versant Capital Management, Inc 0.85% Reduce -12.0% 17,289 $3.0M
Regimen Wealth, LLC 1.03% Add +0.4% 17,273 $3.0M
Single Point Partners, LLC 0.69% Add +1.1% 17,231 $3.0M
Commonwealth Financial Services, LLC 0.69% No change 15,320 $2.9M
Financial Guidance Group, Inc. 1.91% No change 17,199 $2.9M
Epiq Partners, LLC 1.98% Add +12.2% 17,183 $2.9M
Stableford Capital II LLC 1.18% Add +0.3% 17,156 $2.9M
Warren Street Wealth Advisors, LLC 1.46% Add +2.8% 17,134 $2.9M
Guerra Pan Advisors, LLC 2.71% Reduce -36.0% 17,114 $2.9M
Waypoint Wealth Partners Inc. 0.83% Add +69.6% 17,112 $2.9M
Private Management Group Inc. 0.11% Reduce -2.5% 17,109 $2.9M
Eads & Heald Wealth Management 1.37% Reduce -6.3% 17,105 $2.9M
New Covenant Trust Company, N.A. 2.93% — 17,104 $2.9M
Heritage Wealth Management, LLC 1.49% Reduce -3.2% 17,013 $2.9M
Crestline Management, L.P. 0.28% New 17,000 $2.9M
Sensible Money, LLC 1.56% Reduce -3.3% 16,973 $2.9M
Caerus Investment Advisors, LLC 2.81% Reduce -5.3% 16,967 $2.9M
Halbert Hargrove Global Advisors, LLC 0.19% Reduce -7.6% 16,954 $2.9M
Affinity Investment Advisors, LLC 2.12% Reduce -11.7% 16,937 $2.9M
SilverOak Wealth Management LLC 0.72% Reduce -1.6% 16,930 $2.9M
Robinson Smith Wealth Advisors LLC 2.78% Reduce -21.6% 16,892 $2.9M
Caliber Wealth Management, LLC 1.54% Add +1.2% 16,890 $2.9M
Verus Financial Partners, Inc. 0.34% Reduce -6.2% 16,881 $2.9M
Rebalance, LLC 0.24% Reduce -2.6% 16,874 $2.9M
Planned Solutions, Inc. 1.42% Add +0.6% 16,868 $2.9M
Opus Capital Group, LLC 0.42% Add +0.0% 16,863 $2.9M
Strata Wealth Advisors, LLC 1.02% Add +31.4% 16,835 $2.9M
Capital Management Associates 3.44% Reduce -8.7% 16,824 $2.9M
Investors Asset Management of Georgia Inc. /Ga/ 1.36% Reduce -2.1% 16,815 $2.9M
AllSquare Wealth Management LLC 1.69% Reduce -1.2% 16,790 $2.9M
Tucker Asset Management LLC 0.66% Add +5.4% 16,783 $2.9M
Jackson Thornton Wealth Management, LLC 0.49% Reduce -2.9% 16,778 $2.9M
Interchange Capital Partners, LLC 1.94% Add +6.7% 17,411 $2.9M
Dixon Fnancial Services, Inc. 1.59% Reduce -1.2% 16,761 $2.9M
Thrive Capital Management, LLC 1.53% Reduce -22.5% 16,747 $2.9M
JRM Investment Counsel, LLC 1.03% Add +1.2% 16,746 $2.9M
Naples Money Management LLC 2.86% Reduce -7.0% 16,736 $2.9M
Coyle Financial Counsel LLC 1.03% Add +0.4% 16,735 $2.9M
Greylin Investment Management, Inc 0.49% Add +0.4% 16,711 $2.9M
Camden National Bank 0.51% Reduce -7.3% 16,693 $2.9M
Investors Research Corp 0.67% Reduce -3.6% 16,680 $2.9M
V2 Financial group LLC 1.95% Add +10.7% 16,634 $2.9M
Crane Advisory, LLC 0.57% Add +1.3% 16,873 $2.8M
WealthTrust Asset Management, LLC 2.17% Reduce -5.5% 16,609 $2.8M
Bright Financial Advisors, Inc. 2.12% — 16,541 $2.8M
Aspen Wealth Strategies, LLC 1.96% Reduce -4.1% 16,590 $2.8M
Altura Wealth Advisors Inc. 3.34% Add +17.9% 16,590 $2.8M
Avaii Wealth Management, LLC 1.67% Reduce -3.9% 16,587 $2.8M
Joseph Group Capital Management 1.42% Add +46.5% 16,581 $2.8M
Acorn Creek Capital LLC 1.79% Reduce -9.1% 16,575 $2.8M
4J Wealth Management LLC 2.45% Reduce -2.6% 16,548 $2.8M
Kelly Financial Services LLC 1.08% Add +0.1% 16,534 $2.8M
Hartford Funds Management Co LLC 0.27% Add +7.7% 16,531 $2.8M
Guild Investment Management, Inc. 3.62% Add +2.2% 16,528 $2.8M
Cox Capital Mgt LLC 1.75% Reduce -1.8% 16,511 $2.8M
Nabity-Jensen Investment Management Inc 2.33% Add +0.1% 16,489 $2.8M
First Bank & Trust 0.58% Reduce -1.3% 16,479 $2.8M
HMS Capital Management, LLC 1.56% Reduce -3.0% 16,455 $2.8M
Malaga Cove Capital, LLC 1.15% Add +5.7% 16,425 $2.8M
Scharf Investments, LLC 0.08% Reduce -11.9% 16,397 $2.8M
Northwest Quadrant Wealth Management, LLC 0.69% Reduce -0.2% 16,374 $2.8M
Howard Capital Management, LLC 0.31% Reduce -33.4% 16,351 $2.8M
WorthPointe, LLC 1.41% Reduce -1.6% 16,321 $2.8M
Magnolia Wealth Management, LLC 1.14% Add +255.2% 16,387 $2.8M
Navera Investment Management Ltd. 0.05% Reduce -2.7% 16,287 $2.8M
Flaharty Asset Management, LLC 0.41% Reduce -1.4% 16,268 $2.8M
Three Bridge Wealth Advisors, LLC 1.10% Reduce -4.3% 16,258 $2.8M
Elgethun Capital Management 0.70% Reduce -0.3% 16,349 $2.8M
Boomfish Wealth Group, LLC 1.87% Add +9.2% 16,247 $2.8M
Compass Capital Management, Inc. 0.18% Reduce -12.9% 16,242 $2.8M
Virginia Wealth Management Group, Inc. 2.27% Add +72.3% 16,220 $2.8M
American State Bank (Iowa) 1.86% Reduce -8.3% 16,208 $2.8M
Riverpark Capital Management LLC 3.80% Add +3.7% 16,176 $2.8M
Keating Wealth Management LLC 1.66% No change 16,167 $2.8M
Rain Capital Management, LLC 1.86% Reduce -0.4% 16,143 $2.8M
Sterling Manor Financial, LLC 2.08% Add +0.8% 16,136 $2.8M
Empire Life Investments Inc. 0.17% Add +31.5% 16,126 $2.8M
Matrix Private Capital Group LLC 1.86% Reduce -3.6% 16,013 $2.7M
KilterHowling LLC 1.93% Add +6.5% 15,996 $2.7M
Constant Guidance Financial LLC 2.53% Add +37.7% 16,162 $2.7M
Arlington Partners LLC 1.40% Reduce -42.9% 15,977 $2.7M
Francis Financial, Inc. 0.88% Add +6.5% 15,902 $2.7M
Covenant Partners, LLC 0.79% Reduce -24.8% 15,856 $2.7M
John W. Brooker & Co., CPAs 1.46% Add +0.1% 15,855 $2.7M
Fourpath Capital Management, LLC 1.89% Reduce -1.0% 15,855 $2.7M
Etfidea, LLC 0.93% Add +0.5% 15,853 $2.7M
Ledgewood Wealth Advisors, LLC 2.52% Reduce -10.7% 15,842 $2.7M
Truepoint, Inc. 0.08% Reduce -77.0% 15,812 $2.7M
Karpas Strategies, LLC 0.84% Add +0.2% 15,787 $2.7M
Blackston Financial Advisory Group, LLC 1.79% Reduce -3.2% 15,758 $2.7M
Ssi Investment Management LLC 1.07% Reduce -1.2% 15,756 $2.7M
Pinnacle Holdings, LLC 1.12% Reduce -9.3% 15,745 $2.7M
TLWM 0.60% Add +15.3% 15,708 $2.7M
Wealthstream Advisors, Inc. 1.02% Reduce -3.4% 15,689 $2.7M
OMNI 360 Wealth, Inc. 2.22% Add +2.0% 15,685 $2.7M
CGC Financial Services, LLC 1.41% Reduce -5.8% 15,678 $2.7M
Custos Family Office, LLC 1.38% Reduce -2.4% 15,637 $2.7M
Eagle Harbor Asset Management Inc. 2.86% Add +0.2% 15,617 $2.7M
Wealthgate Family Office, LLC 6.94% No change 15,585 $2.7M
CKW Financial Group 0.35% Add +0.7% 15,697 $2.7M
Abel Hall, LLC 2.00% Reduce -9.1% 15,558 $2.7M
Pointe Capital Management LLC 1.63% Add +0.1% 15,529 $2.7M
Scarborough Advisors, LLC 1.23% Reduce -9.9% 15,519 $2.7M
Bollard Group LLC 0.08% Add +0.1% 15,503 $2.7M
Lionsbridge Wealth Management LLC 2.05% Reduce -0.1% 15,450 $2.6M
Arcus Capital Partners, LLC 0.84% Reduce -2.2% 15,396 $2.6M
Werlinich Asset Management, LLC 1.72% Reduce -1.2% 15,230 $2.6M
Renasant Bank 1.88% Reduce -1.4% 15,390 $2.6M
Precedent Wealth Partners, LLC 1.13% Reduce -1.9% 15,373 $2.6M
Kelman-Lazarov, Inc. 0.52% Reduce -3.1% 15,373 $2.6M
Von Berge Wealth Management Group, LLC 1.70% Reduce -2.6% 15,366 $2.6M
Myecfo, LLC 1.54% Add +2.5% 15,356 $2.6M
Kirtland Hills Capital Management, LLC 2.27% — 14,393 $2.6M
FDx Advisors, Inc. 0.40% Reduce -68.1% 15,348 $2.6M
25 LLC 1.29% Add +0.0% 15,334 $2.6M
Objectivity Squared, LLC 2.30% Reduce -0.6% 15,613 $2.6M
RCS Financial Planning, LLC 1.61% Add +3.4% 15,270 $2.6M
Grant Street Asset Management, Inc. 0.85% Reduce -0.1% 15,238 $2.6M
Brogan Financial, Inc. 1.72% Add +5.6% 15,216 $2.6M
Sterling Financial Planning, Inc. 1.06% Reduce -1.8% 15,210 $2.6M
Waller Financial Planning Group, Inc. 0.69% Reduce -4.8% 15,198 $2.6M
Saxony Capital Management, LLC 3.14% Reduce -3.4% 15,183 $2.6M
Aspen Wealth Management LLC 1.01% Add +0.9% 15,179 $2.6M
RAM Investment Partners, LLC 0.82% Add +27.2% 15,162 $2.6M
Ade, LLC 1.74% Reduce -0.4% 15,152 $2.6M
Prostatis Group LLC 0.98% Add +8.3% 15,162 $2.6M
Apeiron RIA LLC 0.75% Add +14.2% 15,113 $2.6M
Buttonwood Financial Advisors Inc. 1.22% Reduce -4.8% 15,094 $2.6M
US Financial Advisors, LLC 0.89% Add +1.5% 15,056 $2.6M
Echo45 Advisors LLC 1.86% Add +47.1% 15,055 $2.6M
Arkos Global Advisors 0.43% Add +2.1% 15,052 $2.6M
Balefire, LLC 0.93% Add +37.2% 14,992 $2.6M
Riverstone Advisors, LLC 1.53% Add +0.5% 14,972 $2.6M
Financial Gravity Asset Management, Inc. 0.72% Reduce -93.9% 13,333 $2.6M
Dopkins Wealth Management, LLC 1.54% Add +53.6% 14,959 $2.6M
Stonebridge Financial Planning Group, LLC 1.36% Reduce -0.7% 14,951 $2.6M
FOCUS Wealth Advisors, LLC 1.37% Add +5.5% 14,938 $2.6M
Valued Retirements, Inc. 4.10% Add +0.1% 14,934 $2.6M
Powell Investment Advisors, LLC 1.35% Add +0.0% 14,898 $2.6M
Compass Financial Group, INC 0.59% Add +3.8% 14,893 $2.6M
Sharper & Granite LLC 1.23% Reduce -8.3% 15,057 $2.6M
CM Wealth Advisors LLC 0.73% Add +159.6% 13,994 $2.6M
Yost Capital Management, LP 3.94% Add +7.0% 14,860 $2.5M
Channing Global Advisors, LLC 2.16% Reduce -0.6% 14,859 $2.5M
Prelude Capital Management, LLC 0.17% New 14,855 $2.5M
Prentice Wealth Management LLC 0.88% Add +9.1% 14,841 $2.5M
Blueshift Asset Management, LLC 1.32% New 14,811 $2.5M
Berkeley Capital Partners, LLC 0.77% Reduce -0.9% 14,785 $2.5M
Stamos Capital Partners, L.P. 0.58% Reduce -4.0% 14,780 $2.5M
Clear Investment Research, LLC 3.41% Add +1.4% 14,777 $2.5M
Family Capital Management, Inc. 1.76% Reduce -20.2% 14,767 $2.5M
Kennicott Capital Management LLC 1.12% No change 14,767 $2.5M
DCF Advisers, LLC 1.56% No change 14,750 $2.5M
Viewpoint Capital Management LLC 1.61% Reduce -7.1% 14,731 $2.5M
MUFG Securities EMEA plc 0.23% Reduce -95.8% 14,717 $2.5M
Seeds Investor LLC 2.32% Add +393.3% 14,705 $2.5M
Capital Square, LLC 1.78% Reduce -1.9% 14,701 $2.5M
Gallacher Capital Management LLC 1.28% Reduce -2.1% 14,694 $2.5M
Collective Family Office LLC 0.82% Reduce -4.7% 14,687 $2.5M
Cherry Tree Wealth Management, LLC 0.63% Reduce -1.9% 14,675 $2.5M
Old West Investment Management, LLC 1.27% Reduce -5.8% 14,664 $2.5M
Firestone Capital Management 0.70% Reduce -2.1% 14,646 $2.5M
Rather & Kittrell, Inc. 0.75% Add +12.1% 14,637 $2.5M
Davidson Capital Management Inc. 0.81% Add +18.0% 14,635 $2.5M
RS Crum Inc. 0.68% Reduce -1.8% 14,631 $2.5M
Eisler Capital (US) LLC 0.85% Reduce -6.2% 14,624 $2.5M
First Pacific Financial 0.70% Add +22.2% 14,588 $2.5M
Davis Capital Management 2.23% Add +1.4% 14,679 $2.5M
Cambridge Financial Group, LLC 1.19% Reduce -3.0% 14,538 $2.5M
EDENTREE ASSET MANAGEMENT Ltd 0.79% Reduce -19.2% 14,538 $2.5M
One Plus One Wealth Management, LLC 1.43% Reduce -2.2% 14,533 $2.5M
Townsend & Associates, Inc 0.29% Reduce -11.8% 14,927 $2.5M
Adams Wealth Management 0.61% Reduce -0.2% 14,523 $2.5M
West Bancorporation Inc. 1.64% Reduce -9.1% 14,509 $2.5M
Olstein Capital Management, L.P. 0.41% No change 14,500 $2.5M
Pinnacle Wealth Management Group, Inc. 1.85% Reduce -0.8% 14,496 $2.5M
Garrison Asset Management, LLC 1.30% Reduce -1.4% 14,485 $2.5M
Running Point Capital Advisors, LLC 1.11% Reduce -21.7% 14,481 $2.5M
WJ Wealth Management, LLC 0.99% Add +3.8% 14,480 $2.5M
Pinion Investment Advisors, LLC 1.29% Reduce -0.1% 14,472 $2.5M
Wallace Advisory Group, LLC 1.86% Reduce -11.2% 12,876 $2.5M
Allegiance Financial Group Advisory Services LLC 1.01% Reduce -2.3% 14,362 $2.5M
Napatree Capital LLC 2.37% Reduce -0.5% 14,400 $2.5M
Capital Advisory Group Advisory Services, LLC 1.16% Reduce -3.9% 14,286 $2.4M
One Degree Advisors Inc 1.22% Reduce -0.8% 14,258 $2.4M
Savvy Advisors, Inc. 1.41% Add +55.6% 14,258 $2.4M
KLR Investment Advisors, LLC 1.77% Reduce -1.0% 14,742 $2.4M
Seven Springs Wealth Group, LLC 0.96% Add +0.0% 14,255 $2.4M
Tanglewood Legacy Advisors, LLC 1.20% Add +9.6% 14,253 $2.4M
MN Wealth Advisors, LLC 1.51% Add +0.2% 14,231 $2.4M
Mid-American Wealth Advisory Group, Inc. 1.64% Add +26.4% 14,193 $2.4M
PAX Financial Group, LLC 0.49% Add +5.9% 14,185 $2.4M
Greenwich Investment Management, Inc. 1.91% Reduce -0.2% 14,158 $2.4M
Uptick Partners, LLC 1.85% Reduce -4.3% 14,149 $2.4M
MA Private Wealth 0.49% Add +0.2% 14,114 $2.4M
Whitaker-Myers Wealth Managers, LTD. 1.02% Add +20.5% 14,097 $2.4M
Kellett Wealth Advisors, LLC 1.67% Reduce -1.3% 14,085 $2.4M
Cardinal Strategic Wealth Guidance 0.91% Reduce -24.6% 14,081 $2.4M
Longitude (Cayman) Ltd. 3.51% Add +27.1% 14,060 $2.4M
Cinctive Capital Management LP 0.12% New 14,013 $2.4M
Groesbeck Investment Management Corp. 2.56% No change 14,005 $2.4M
M3 Advisory Group, LLC 2.18% Add +15.3% 14,007 $2.4M
Power Wealth Management LLC 1.51% Reduce -2.6% 14,001 $2.4M
SFG Wealth Management, LLC. 1.42% Reduce -8.9% 13,985 $2.4M
La Financiere DE L'echiquier 0.10% Add +26.5% 13,928 $2.4M
Chicago Wealth Management, Inc. 1.42% Add +1.2% 13,923 $2.4M
BlackDiamond Wealth Management, LLC 1.70% Reduce -5.0% 13,915 $2.4M
Burkett Financial Services, LLC 1.23% Reduce -1.6% 13,898 $2.4M
Mosley Wealth Management 2.23% Reduce -4.2% 13,878 $2.4M
Alaska Wealth Advisors, LLC 0.36% Reduce -3.4% 13,872 $2.4M
Weik Capital Management 1.01% Reduce -35.4% 13,862 $2.4M
Barden Capital Management, Inc. 2.30% Reduce -57.6% 13,848 $2.4M
SMART Wealth LLC 1.07% Add +17.3% 13,822 $2.4M
MinichMacGregor Wealth Management, LLC 0.60% Reduce -6.1% 13,932 $2.4M
A. D. Beadell Investment Counsel, Inc. 2.07% Reduce -4.5% 13,809 $2.4M
Capitol Family Office, Inc. 3.06% Reduce -3.3% 13,797 $2.4M
Harvey Investment Co. LLC 0.27% Add +0.0% 13,781 $2.4M
Fortune 45 LLC 1.94% Reduce -0.3% 13,783 $2.4M
Solitude Financial Services 1.09% Reduce -64.6% 13,757 $2.4M
Wetzel Investment Advisors, Inc. 1.39% Reduce -2.7% 14,105 $2.4M
Moisand Fitzgerald Tamayo, LLC 0.36% Reduce -0.0% 13,717 $2.4M
Greenup Street Wealth Management LLC 0.59% Reduce -41.4% 13,699 $2.3M
Alpha DNA Investment Management LLC 1.29% Reduce -3.1% 13,698 $2.3M
Professional Financial Advisors, LLC 0.67% Add +0.1% 13,682 $2.3M
Oldfather Financial Services, LLC 0.96% Reduce -24.2% 13,664 $2.3M
Richard C. Young & CO., LTD. 0.29% New 13,660 $2.3M
Forza Wealth Management, LLC 1.22% Reduce -2.9% 13,653 $2.3M
AFS Financial Group, LLC 9.85% Reduce -75.2% 13,646 $2.3M
Stonehearth Capital Management, LLC 1.06% Reduce -1.2% 13,643 $2.3M
Triumph Capital Management 0.95% Add +82.0% 13,750 $2.3M
Guardian Financial Partners, LLC 1.60% Reduce -2.6% 13,631 $2.3M
Gibbs Wealth Management 1.34% — 13,622 $2.3M
Keb Asset Management, LLC 0.80% Add +8.4% 13,596 $2.3M
Autumn Glory Partners, LLC 1.14% No change 13,538 $2.3M
Shaker Investments LLC 0.98% Add +462.5% 13,523 $2.3M
Motive Wealth Advisors 1.40% Add +66.7% 13,516 $2.3M
Penobscot Wealth Management 1.46% Reduce -44.3% 13,492 $2.3M
Inspire Advisors, LLC 0.32% Reduce -3.8% 13,483 $2.3M
Fenimore Asset Management Inc 0.05% No change 13,481 $2.3M
Compass Wealth Management LLC 0.58% Add +34.9% 13,466 $2.3M
Smith & Howard Wealth Management, LLC 0.71% Reduce -7.8% 13,424 $2.3M
Virtus Investment Advisers, LLC 1.68% Add +25.6% 13,392 $2.3M
Lumbard & Kellner, LLC 1.12% Reduce -0.1% 13,392 $2.3M
Capital Wealth Alliance, LLC 1.35% Reduce -4.7% 13,363 $2.3M
Elkhorn Partners Limited Partnership 1.65% Reduce -11.0% 13,355 $2.3M
Avondale Wealth Management 1.60% Add +23.4% 13,328 $2.3M
Heartwood Wealth Advisors LLC 0.28% Add +0.1% 13,328 $2.3M
FSC Wealth Advisors, LLC 1.61% Reduce -0.1% 13,326 $2.3M
Diker Management LLC 1.85% No change 13,292 $2.3M
MBM Wealth Consultants, LLC 0.80% Add +4.5% 13,278 $2.3M
Drake & Associates, LLC 0.83% Reduce -0.7% 13,272 $2.3M
Basepoint Wealth LLC 1.71% Add +15.3% 13,234 $2.3M
Trilogy Capital Inc. 0.13% Add +27.0% 13,223 $2.3M
CarsonAllaria Wealth Management, Ltd. 1.43% Add +35.3% 13,219 $2.3M
Arbor Capital Management Inc. 2.15% Reduce -6.2% 12,459 $2.3M
Christensen, King & Associates Investment Services, Inc. 1.13% Reduce -3.4% 13,207 $2.3M
Warner Financial, Inc. 1.13% Add +0.1% 13,191 $2.3M
Harvest Investment Services, LLC 0.91% Reduce -15.1% 13,163 $2.3M
Palouse Capital Management, Inc. 1.49% Add +19.6% 13,150 $2.3M
Northern Capital Management, Inc. 1.57% Add +4.6% 13,133 $2.3M
EWG Elevate Inc. 0.86% Reduce -0.2% 13,118 $2.2M
Concorde Asset Management, LLC 1.54% Reduce -5.8% 13,108 $2.2M
Stephens Consulting, LLC 0.69% Reduce -10.6% 13,089 $2.2M
Nicholas Wealth, LLC. 1.73% Reduce -25.0% 13,080 $2.2M
Fortress Wealth Management, Inc. 1.16% Reduce -0.6% 13,079 $2.2M
Core Wealth Advisors, Inc. 0.76% Reduce -0.2% 13,066 $2.2M
Cubic Asset Management, LLC 0.53% No change 13,057 $2.2M
BTG Pactual Global Asset Management Ltd 0.71% Add +125.6% 13,027 $2.2M
Solutions 4 Wealth, Ltd 6.27% Reduce -5.5% 13,018 $2.2M
Up Strategic Wealth Investment Advisors LLC 3.65% Reduce -0.9% 13,011 $2.2M
WealthCollab, LLC 1.65% Add +121.9% 13,004 $2.2M
Catalyst Private Wealth, LLC 1.16% Reduce -0.3% 12,969 $2.2M
Sender Co & Partners, Inc. 3.81% New 12,934 $2.2M
Clear Rock Advisors, LLC 0.96% Add +3.3% 12,931 $2.2M
Curtis Advisory Group, LLC 0.86% Reduce -71.7% 12,921 $2.2M
Client 1ST Advisory Group, LLC 0.99% Add +1.6% 12,918 $2.2M
Forthright Family Wealth Advisory LLC 1.48% Add +0.5% 12,896 $2.2M
Cottonwood Capital Advisors, LLC 1.75% Reduce -7.3% 12,802 $2.2M
Orrstown Financial Services Inc. 1.23% Add +2.8% 12,891 $2.2M
Providence First Trust Co 0.96% No change 12,890 $2.2M
Acorns Advisers, LLC 0.02% Add +64.3% 12,886 $2.2M
Consilio Wealth Advisors, LLC 1.03% Add +2.8% 12,881 $2.2M
Madison Park Capital Advisors, LLC 1.93% Reduce -5.8% 12,874 $2.2M
Operose Advisors LLC 0.74% Add +51.8% 12,843 $2.2M
Pinnacle Wealth Management, LLC 2.29% Reduce -18.8% 12,836 $2.2M
Schorn Wealth LLC 0.83% Add +12.4% 12,833 $2.2M
Delphi Management Inc. 1.71% Reduce -1.7% 12,822 $2.2M
HTG Investment Advisors, Inc. 1.27% Reduce -18.4% 12,821 $2.2M
Old North State Wealth Management, LLC 1.44% Add +7.5% 12,808 $2.2M
Wrenne Financial Planning LLC 1.62% Add +9.4% 12,783 $2.2M
Pension & Wealth Management Advisors, Inc. 1.44% Reduce -4.3% 12,772 $2.2M
Clarity Capital Advisors, LLC 1.75% No change 12,756 $2.2M
FSB Premier Wealth Management, Inc. 1.02% Reduce -1.0% 12,735 $2.2M
Gray Private Wealth, LLC 1.44% — 12,730 $2.2M
Dodds Wealth, LLC 0.89% Add +6.6% 12,707 $2.2M
Waycross Investment Management Co 2.03% Add +1.6% 12,692 $2.2M
Keyes, Stange & Wooten Wealth Management, LLC 1.92% Reduce -4.5% 12,689 $2.2M
Riverpoint Wealth Management Holdings, LLC 0.60% Reduce -0.4% 12,688 $2.2M
Marquette Asset Management, LLC 0.38% Add +0.6% 12,686 $2.2M
Intergy Private Wealth, LLC 0.89% Reduce -2.0% 12,686 $2.2M
Brendel Financial Advisors LLC 2.49% Add +1.0% 12,683 $2.2M
Avion Wealth 0.58% Reduce -7.4% 12,682 $2.2M
Steph & Co. 0.75% Add +3.8% 12,645 $2.2M
VAUGHAN & Co SECURITIES, INC. 1.38% Reduce -0.7% 12,616 $2.2M
West Financial Advisors, LLC 0.46% No change 12,611 $2.2M
Spectrum Asset Management, Inc. (NB/CA) 0.93% Reduce -36.7% 12,609 $2.2M
Birchbrook, Inc. 1.28% Add +0.4% 12,592 $2.2M
TrueWealth Advisors, LLC 0.83% Add +5.6% 12,591 $2.2M
Retirement Solution LLC 0.58% Reduce -8.0% 12,591 $2.2M
Victory Financial Group, LLC 1.28% Reduce -11.6% 12,564 $2.2M
Provident Wealth Management, LLC 0.81% Reduce -5.4% 12,556 $2.2M
Arrowroot Family Office, LLC 1.38% Add +2.2% 12,543 $2.2M
Frazier Financial Advisors, LLC 1.76% Reduce -1.6% 12,516 $2.1M
Valtinson Bruner Financial Planning LLC 0.91% Reduce -3.3% 12,511 $2.1M
Gill Capital Partners, LLC 0.87% Reduce -1.1% 12,594 $2.1M
New Perspectives, Inc 1.19% — 12,500 $2.1M
Mraz, Amerine & Associates, Inc. 0.41% Reduce -3.4% 12,492 $2.1M
Mittelman Wealth Management 1.45% — 12,481 $2.1M
Wallace Capital Management Inc. 0.29% Reduce -2.4% 12,471 $2.1M
Readystate Asset Management LP 0.12% New 12,441 $2.1M
Hara Capital LLC 1.27% Reduce -0.0% 12,366 $2.1M
United Community Bank 0.82% Reduce -45.0% 12,348 $2.1M
Systematic Financial Management LP 0.06% No change 12,335 $2.1M
Angeles Investment Advisors, LLC 0.11% Reduce -57.2% 12,305 $2.1M
Arista Wealth Management, LLC 1.61% Reduce -55.7% 12,287 $2.1M
AlphaMark Advisors, LLC 0.74% Reduce -1.3% 12,283 $2.1M
Beam Wealth Advisors, Inc. 1.26% Add +5.2% 12,258 $2.1M
Refined Wealth Management 1.48% Reduce -2.1% 12,255 $2.1M
Mach-1 Financial Group, LLC 1.60% Reduce -28.4% 12,208 $2.1M
Private Wealth Advisors, LLC 0.88% No change 12,201 $2.1M
VestGen Investment Management 0.63% Reduce -16.7% 12,184 $2.1M
Granite FO LLC 1.23% No change 9,219 $2.1M
Talisman Wealth Advisors LLC 2.62% Add +1.3% 12,169 $2.1M
Halter Ferguson Financial Inc. 1.62% Reduce -12.3% 12,164 $2.1M
SWAN Capital LLC 1.19% Reduce -2.7% 12,154 $2.1M
New Century Financial Group, LLC 1.44% Reduce -22.2% 12,097 $2.1M
AJ Advisors, LLC 1.14% Reduce -0.7% 12,090 $2.1M
WealthCare Investment Partners, LLC 1.00% Add +5.2% 12,062 $2.1M
Barings LLC 0.05% Reduce -9.0% 12,003 $2.1M
Rwwm, Inc. 0.22% Add +12.9% 11,999 $2.1M
Seven Post Investment Office LP 0.50% Reduce -7.3% 11,976 $2.1M
Hudson Edge Investment Partners Inc. 0.40% Reduce -7.0% 11,927 $2.0M
Red Cedar Investment Management, LLC 0.26% Reduce -55.6% 11,921 $2.0M
OLIO Financial Planning 0.86% No change 10,551 $2.0M
X-Square Capital, LLC 0.96% Add +0.9% 11,944 $2.0M
Clear Point Advisors Inc. 1.67% Add +0.2% 11,857 $2.0M
Richwood Investment Advisors, LLC 1.80% No change 11,842 $2.0M
Market Street Wealth Management Advisors LLC 0.36% Reduce -7.8% 11,823 $2.0M
Evergreen Wealth Management, LLC 1.37% No change 11,817 $2.0M
Blossom Wealth Management 4.88% Add +2.5% 11,812 $2.0M
Raffa Wealth Management, LLC 0.60% Reduce -1.0% 11,772 $2.0M
Matrix Trust Co 0.46% Reduce -0.5% 11,766 $2.0M
Mowery & Schoenfeld Wealth Management, LLC 3.88% Reduce -1.6% 11,750 $2.0M
Rooted Wealth Advisors, Inc. 0.99% Add +2.3% 11,926 $2.0M
Wealth Forward, LLC 1.58% Reduce -0.9% 11,737 $2.0M
Financial Symmetry Inc 1.76% Add +2.5% 11,734 $2.0M
St. Louis Financial Planners Asset Management, LLC 1.81% Add +10.1% 11,857 $2.0M
Financial Planning & Information Services, Inc. 0.30% Reduce -1.3% 11,724 $2.0M
Financial Freedom, LLC 1.19% Add +0.1% 11,718 $2.0M
Lakeside Advisors, INC. 1.28% Reduce -0.4% 11,705 $2.0M
HHLR Advisors, LTD. 0.04% New 11,700 $2.0M
VCI Wealth Management LLC 1.35% Add +1.1% 11,664 $2.0M
Burr Financial Services, LLC 1.56% Add +3.3% 10,940 $2.0M
Ami Investment Management Inc. 0.72% Reduce -3.7% 11,610 $2.0M
Whalen Wealth Management Inc. 1.47% Add +83.1% 11,591 $2.0M
MKT Advisors LLC 1.09% Add +0.4% 11,831 $2.0M
Sterling Wealth Management, Inc. 0.99% Add +0.3% 11,571 $2.0M
Roth Financial Partners LLC 0.88% No change 11,565 $2.0M
Asset Advisors Investment Management, LLC 0.22% Add +0.3% 11,559 $2.0M
Williams & Novak, LLC 2.25% No change 10,289 $2.0M
Legal Advantage Investments, Inc. 1.11% No change 11,537 $2.0M
Cohen Capital Management, Inc. 0.35% Add +17.2% 11,529 $2.0M
Israel Discount Bank of New York 2.46% Reduce -28.0% 11,500 $2.0M
Monte Financial Group, LLC 0.86% Reduce -0.4% 11,483 $2.0M
Builder Investment Group Inc. 0.57% Reduce -0.6% 11,461 $2.0M
Duncan Williams Asset Management, LLC 1.77% — 11,439 $2.0M
Camarda Financial Advisors, LLC 0.79% Reduce -5.2% 11,448 $2.0M
Pring Turner Capital Group Inc. 1.43% No change 11,411 $2.0M
U S Global Investors Inc. 0.16% New 11,400 $2.0M
Vista Investment Management 0.79% Reduce -1.9% 11,376 $2.0M
5th Street Advisors, LLC 1.10% Reduce -0.6% 11,364 $1.9M
Soundmark Wealth Management, LLC 0.86% Add +0.0% 11,359 $1.9M
Second Half Financial Partners, LLC 0.87% Add +1.9% 11,354 $1.9M
Ratio Wealth Group 0.36% Reduce -2.8% 11,331 $1.9M
Cranbrook Wealth Management, LLC 0.49% Add +0.1% 11,322 $1.9M
Compass Advisory Group LLC 0.86% Reduce -0.6% 11,311 $1.9M
Future Financial Wealth Managment LLC 1.49% Add +1.6% 11,310 $1.9M
CCG Wealth Management, LLC 1.17% Add +9.2% 11,309 $1.9M
Holistic Financial Partners 0.98% Add +0.5% 11,272 $1.9M
VELA Investment Management, LLC 0.71% Add +1.9% 11,238 $1.9M
RTD Financial Advisors, Inc. 0.26% Add +12.8% 11,191 $1.9M
Motley Fool Wealth Management, LLC 0.10% Reduce -2.0% 11,191 $1.9M
Cohen & Steers, Inc. 0.00% Reduce -7.4% 11,147 $1.9M
GW&K Investment Management, LLC 0.02% Add +6.3% 11,139 $1.9M
Pinnacle Financial Group, LLC / IL 0.83% Reduce -1.1% 11,085 $1.9M
Rosenberg Matthew Hamilton 0.55% Reduce -4.8% 11,178 $1.9M
Sage Private Wealth Group, LLC 1.52% Add +39.8% 11,079 $1.9M
Stevard, LLC 1.71% No change 11,050 $1.9M
American Planning Services, Inc. 1.37% Add +5.3% 11,047 $1.9M
Peterson Wealth Advisors, LLC 0.40% Reduce -0.3% 11,036 $1.9M
Shayne & Jacobs, LLC 0.51% Add +0.0% 11,029 $1.9M
Flower City Capital 1.26% Reduce -14.8% 11,026 $1.9M
Carmel Capital Partners, LLC 0.78% Add +21.4% 11,024 $1.9M
Socha Financial Group, LLC 0.83% Add +102.9% 11,005 $1.9M
OneAscent Wealth Management LLC 0.72% Reduce -26.2% 11,004 $1.9M
AJOVista, LLC 5.11% Add +1.1% 10,993 $1.9M
Global Wealth Strategies & Associates 0.71% Add +7.8% 10,991 $1.9M
Saiph Capital, LLC 0.88% Add +991.9% 98,100 $1.9M
Threadgill Financial, LLC 0.84% Add +15.2% 10,985 $1.9M
Rempart Asset Management Inc. 0.36% Add +34.8% 10,980 $1.9M
Koesten, Hirschmann & Crabtree, INC. 1.21% Add +1.9% 10,974 $1.9M
Able Wealth Management LLC 1.64% Add +0.7% 10,971 $1.9M
Crestone Asset Management LLC 0.38% Add +1.2% 10,966 $1.9M
ForthRight Wealth Management, LLC 0.67% Reduce -1.3% 10,957 $1.9M
Capstone Wealth Management Group, LLC 1.35% Reduce -29.5% 10,944 $1.9M
Lake Hills Wealth Management, LLC 1.69% Reduce -34.4% 10,943 $1.9M
Fairbanks Capital Management, Inc. 1.29% No change 10,943 $1.9M
Gouws Capital LLC 1.42% Reduce -5.6% 10,940 $1.9M
PARK CIRCLE Co 1.74% No change 10,900 $1.9M
Tealwood Asset Management Inc. 0.84% Reduce -5.8% 10,869 $1.9M
Landmark Wealth Management, LLC 0.86% Add +15.0% 10,862 $1.9M
GoalVest Advisory LLC 0.62% Add +53.1% 10,835 $1.9M
AlphaQ Advisors LLC 1.12% Reduce -13.1% 10,822 $1.9M
Franklin, Parlapiano, Turner & Welch, LLC 0.51% No change 10,805 $1.9M
Legacy Financial Group LLC 0.37% New 10,788 $1.8M
Stevens Capital Partners 1.10% Add +27.4% 10,772 $1.8M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.28% Reduce -30.9% 10,772 $1.8M
Columbus Macro, LLC 0.70% Reduce -4.2% 10,753 $1.8M
Kaydan Wealth Management, Inc. 0.63% Reduce -2.3% 10,739 $1.8M
Element Wealth, LLC 1.08% Reduce -6.1% 10,736 $1.8M
Menard Financial Group LLC 1.55% Reduce -18.1% 10,735 $1.8M
Tower Wealth Partners, Inc. 1.19% Add +15.9% 10,721 $1.8M
HT Partners LLC 0.66% Reduce -2.7% 10,679 $1.8M
GenWealth Group, Inc. 0.46% Add +1.1% 10,667 $1.8M
Safeguard Financial, LLC 0.60% Reduce -8.8% 10,655 $1.8M
Accordant Advisory Group Inc 1.36% — 10,648 $1.8M
Kwmg, LLC 0.20% Add +0.6% 10,640 $1.8M
Leonard Rickey Investment Advisors P.L.L.C. 0.47% Reduce -1.7% 10,635 $1.8M
Uncommon Cents Investing LLC 0.56% Reduce -2.8% 10,616 $1.8M
BW Gestao de Investimentos Ltda. 0.16% No change 10,596 $1.8M
Wulff, Hansen & Co. 1.81% Reduce -5.6% 10,589 $1.8M
Wooster Corthell Wealth Management, Inc. 0.42% Reduce -0.6% 10,583 $1.8M
FMA Wealth Management, LLC 1.50% Add +0.8% 10,658 $1.8M
DHJJ Financial Advisors, Ltd. 0.80% Reduce -0.1% 10,540 $1.8M
Pavion Blue Capital, LLC 0.89% Reduce -1.6% 10,519 $1.8M
Financial Network Wealth Advisors LLC 1.79% Reduce -50.1% 10,513 $1.8M
DecisionPoint Financial, LLC 0.72% No change 10,635 $1.8M
Brightwater Advisory LLC 1.44% Add +8.0% 10,478 $1.8M
Eaton-Cambridge Inc. 0.95% Reduce -23.0% 10,456 $1.8M
Defined Wealth Management, LLC 1.29% Reduce -0.3% 10,443 $1.8M
Veery Capital, LLC 0.73% Reduce -0.0% 10,439 $1.8M
Harvest Investment Advisors, LLC 1.34% Add +0.5% 10,434 $1.8M
Elwood & Goetz Wealth Advisory Group, LLC 0.43% Reduce -5.1% 10,429 $1.8M
Sard Wealth Management Group, LLC 1.61% Add +10.8% 10,402 $1.8M
Mustard Seed Financial, LLC 1.78% Add +4.0% 10,401 $1.8M
Troluce Capital Advisors LLC 0.40% New 10,400 $1.8M
Sage Investment Advisers LLC 2.04% Reduce -1.9% 10,399 $1.8M
Barnes Pettey Financial Advisors, LLC 1.54% Reduce -13.0% 10,388 $1.8M
Prosperity Planning, Inc. 0.86% No change 10,349 $1.8M
Sprinkle Financial Consultants LLC 1.51% Reduce -8.5% 10,310 $1.8M
Hutchens & Kramer Investment Management Group, LLC 1.05% Reduce -1.9% 10,396 $1.8M
Allen Wealth Management, LLC 1.56% Reduce -8.0% 10,294 $1.8M
Smart Portfolios, LLC 1.86% No change 10,291 $1.8M
GR Financial Group, LLC 0.41% Add +0.4% 10,284 $1.8M
Cypress Point Wealth Management, LLC 0.90% Add +45.1% 10,271 $1.8M
Clifford Group, LLC 1.45% Add +2.3% 10,266 $1.8M
Summa Corp. 0.96% Add +3.3% 10,264 $1.8M
Driehaus Capital Management LLC 0.02% Reduce -21.3% 10,261 $1.8M
ETF Portfolio Partners, Inc. 0.56% No change 10,260 $1.8M
Santori & Peters, Inc. 0.76% Reduce -0.5% 10,247 $1.8M
Shakespeare Wealth Management, LLC 0.51% Reduce -6.4% 10,237 $1.8M
Muirfield Wealth Advisors LLC 1.68% Add +0.2% 10,190 $1.7M
Boyce & Associates Wealth Consulting, Inc. 2.25% Reduce -0.8% 10,183 $1.7M
Conrad Siegel Investment Advisors, Inc. 0.51% Reduce -3.4% 10,102 $1.7M
HBC Financial Services, PLLC 1.17% New 10,227 $1.7M
Fidelity D & D Bancorp Inc. 1.30% Add +9.6% 10,067 $1.7M
Access Financial Services, Inc. 0.77% Add +4.7% 10,057 $1.7M
Eagle Wealth Strategies LLC 1.40% Add +2.0% 10,124 $1.7M
FC Advisory LLC 0.63% Add +0.1% 10,030 $1.7M
Giverny Capital 0.07% Reduce -1.5% 10,027 $1.7M
Matthew Goff Investment Advisor, LLC 0.35% Reduce -17.2% 10,025 $1.7M
Powers Advisory Group, LLC 0.98% Reduce -8.7% 10,024 $1.7M
TruNorth Capital Management, LLC 0.59% — 10,004 $1.7M
Seed Wealth Management, Inc. 1.64% Reduce -2.2% 10,086 $1.7M
SCP Investment, LP 1.08% No change 10,000 $1.7M
Artal Group S.A. 0.04% New 10,000 $1.7M
Vawter Financial, Ltd. 1.24% Add +4.3% 9,999 $1.7M
Rosenblum Silverman Sutton S F Inc. 0.49% Reduce -1.6% 9,991 $1.7M
Plum Street Advisors, LLC 0.87% Add +51.2% 7,334 $1.7M
Presidio Capital Management, LLC 1.24% Add +9.4% 9,941 $1.7M
LifePro Asset Management 1.12% Reduce -0.3% 9,915 $1.7M
Coordinated Financial Services, Inc. 1.50% — 9,864 $1.7M
Lauterbach Financial Advisors, LLC 1.11% Reduce -5.3% 9,864 $1.7M
Newton One Investments LLC 0.74% Add +0.1% 9,853 $1.7M
Sinecera Capital, LLC 2.34% Reduce -1.4% 9,837 $1.7M
Park Edge Advisors, LLC 0.47% Reduce -0.1% 9,781 $1.7M
Wealthcare Capital Management LLC 0.19% Reduce -3.8% 9,765 $1.7M
William Howard & Co Financial Advisors Inc 1.57% — 9,758 $1.7M
Panoramic Investment Advisors, LLC 1.23% Add +26.9% 9,747 $1.7M
Black Swift Group, LLC 0.43% Reduce -26.2% 9,722 $1.7M
Cherrydale Wealth Management, LLC 0.78% Add +7.5% 9,685 $1.7M
Divergent Planning, LLC 0.70% Reduce -4.2% 9,746 $1.7M
1620 Investment Advisors, Inc. 1.66% Reduce -1.1% 9,655 $1.7M
Three Seasons Wealth, LLC 1.16% No change 9,796 $1.7M
Cedar Mountain Advisors, LLC 0.41% Reduce -2.6% 9,607 $1.6M
HF Advisory Group, LLC 0.92% Add +7.5% 9,604 $1.6M
HFG Wealth Management, LLC 0.97% Reduce -90.0% 9,604 $1.6M
Harbor Group, Inc. 0.43% Reduce -3.6% 9,592 $1.6M
Spectrum Investment Advisors, Inc. 1.21% Add +1.1% 9,578 $1.6M
Essential Planning, LLC. 0.82% No change 8,511 $1.6M
Wiser Wealth Management, Inc 0.54% Add +5.3% 9,549 $1.6M
Phocas Financial Corp. 0.18% No change 9,521 $1.6M
Miller Investment Management, LP 0.21% Reduce -1.5% 9,503 $1.6M
Mainstay Capital Management LLC 0.31% Reduce -2.2% 9,482 $1.6M
Beck Bode, LLC 0.33% Reduce -63.9% 9,470 $1.6M
360 Financial, Inc. 0.63% Reduce -3.6% 9,468 $1.6M
Baron Financial Group, LLC 1.00% Reduce -2.6% 9,468 $1.6M
Wealthstar Advisors, LLC 0.57% Add +0.6% 9,465 $1.6M
Hill Island Financial LLC 0.54% Reduce -4.7% 9,454 $1.6M
Altus Wealth Management, LLC 0.85% Add +27.7% 9,453 $1.6M
Northeast Financial Group, Inc. 0.72% Add +29.2% 9,445 $1.6M
Commonwealth Retirement Investments LLC 0.77% Add +2.4% 9,433 $1.6M
Insight 2811, Inc. 0.83% Reduce -4.4% 9,392 $1.6M
TCP Asset Management, LLC 0.43% Add +6.5% 9,388 $1.6M
Insight Wealth Partners, LLC 1.05% Add +18.9% 9,386 $1.6M
Keating Investment Counselors Inc. 0.52% Reduce -22.0% 9,371 $1.6M
Weinberger Asset Management, Inc 0.78% Reduce -4.7% 9,369 $1.6M
Legacy Bridge, LLC 0.94% Reduce -18.7% 9,354 $1.6M
Meridian Financial Advisors, LLC 1.20% Reduce -0.2% 9,353 $1.6M
Perissos Private Wealth Management, LLC 1.45% — 9,343 $1.6M
Maripau Wealth Management LLC 1.20% Add +61.2% 9,336 $1.6M
Courage Miller Partners, LLC 0.55% Reduce -20.8% 9,466 $1.6M
Profit Investment Management, LLC 0.90% No change 9,287 $1.6M
Bruce G. Allen Investments, LLC 1.31% Reduce -1.7% 9,284 $1.6M
Stelac Advisory Services LLC 0.75% Reduce -5.7% 9,258 $1.6M
EnRich Financial Partners LLC 0.59% No change 9,255 $1.6M
POM Investment Strategies, LLC 1.30% Add +1.6% 9,246 $1.6M
Epic Trust Investment Advisors, LLC 1.95% Reduce -2.1% 9,239 $1.6M
Authentikos Wealth Advisory, LLC 1.59% Reduce -2.2% 9,235 $1.6M
FF Advisors,LLC 1.09% Add +43.4% 9,221 $1.6M
Yeomans Consulting Group, Inc. 0.69% Add +3.3% 9,191 $1.6M
Meredith Wealth Planning 0.88% Reduce -0.1% 9,190 $1.6M
EPIQ Capital Group, LLC 0.63% Add +264.1% 9,176 $1.6M
Family Investment Center, Inc. 0.51% Add +5.0% 9,171 $1.6M
Capital Investment Services of America, Inc. 0.15% No change 9,165 $1.6M
Wealth Group Ltd 0.48% No change 8,566 $1.6M
NDVR, Inc. 1.49% Add +12.5% 9,123 $1.6M
Centiva Capital, LP 0.10% New 9,114 $1.6M
Hill Investment Group Partners, LLC 0.22% Reduce -10.0% 9,113 $1.6M
Strid Group, LLC 0.28% Reduce -14.2% 9,097 $1.6M
Landscape Capital Management, L.L.C. 0.14% New 9,077 $1.6M
Pingora Partners LLC 1.14% Add +19.1% 9,073 $1.6M
Corsair Capital Management, L.P. 0.44% Reduce -0.1% 9,064 $1.6M
BCK Capital Management LP 1.06% New 9,061 $1.6M
Cornerstone Wealth Advisors, Inc. 0.48% No change 9,060 $1.6M
Horizon Kinetics Asset Management LLC 0.03% Reduce -4.8% 9,057 $1.6M
Sumitomo Mitsui Financial Group, Inc. 0.05% Add +7319.7% 9,052 $1.6M
Macroview Investment Management LLC 1.72% Add +9.9% 9,024 $1.5M
AlphaQuest LLC 0.27% Add +462.9% 9,017 $1.5M
Thornburg Investment Management Inc. 0.02% Add +91.2% 9,002 $1.5M
Oakwell Private Wealth Management, LLC 0.47% Add +0.2% 8,966 $1.5M
Chiron Capital Management, LLC 1.39% Reduce -0.1% 8,943 $1.5M
Redwood Financial Network Corp 1.33% Add +4.0% 8,933 $1.5M
Morton Brown Family Wealth, LLC 0.63% Reduce -24.3% 8,915 $1.5M
Valley Forge Investment Consultants Inc. Adv 0.60% Add +0.1% 8,913 $1.5M
PFS Partners, LLC 1.03% Reduce -1.8% 8,892 $1.5M
LYNX Capital Group Ltd. 1.03% Reduce -0.5% 8,885 $1.5M
True Wealth Design, LLC 0.38% Add +1.3% 8,869 $1.5M
Gen-Wealth Partners Inc 0.75% — 8,869 $1.5M
David Kennon Inc 0.65% Add +3.4% 8,866 $1.5M
Disciplined Investments, LLC 0.83% Reduce -11.2% 8,857 $1.5M
Innova Wealth Partners 1.17% Add +8.7% 8,853 $1.5M
Parker Investment Management, LLC 0.26% Reduce -44.5% 8,849 $1.5M
Dravo Bay LLC 0.90% Reduce -4.5% 8,839 $1.5M
Level Financial Advisors 0.69% Reduce -2.2% 8,837 $1.5M
Millington Financial Advisors, LLC 1.08% Reduce -1.4% 8,835 $1.5M
Keeler & Nadler Financial Planning & Wealth Management 0.91% Add +10.3% 8,814 $1.5M
FWG Investments, LLC. 1.63% Reduce -1.8% 8,790 $1.5M
Stephenson & Company, Inc. 1.10% Reduce -1.4% 8,778 $1.5M
Horrell Capital Management, Inc. 0.42% Reduce -1.1% 8,744 $1.5M
Lee Johnson Capital Management, LLC 0.78% Reduce -84.2% 8,722 $1.5M
Asset Planning Corporation 1.09% Add +42.1% 8,718 $1.5M
Horizon Family Wealth, Inc. 1.15% Reduce -5.3% 8,718 $1.5M
Ti-Trust, Inc. 1.10% Add +173.5% 8,717 $1.5M
Cedar Wealth Management, LLC 0.49% Add +14.7% 8,701 $1.5M
Alliance Wealth Advisors, LLC 0.44% Add +15.6% 8,694 $1.5M
Cunning Capital Partners, LP 0.82% No change 8,690 $1.5M
Napa Wealth Management 0.78% Reduce -7.5% 8,684 $1.5M
Maxi Investments CY Ltd 0.40% New 8,682 $1.5M
Mma Asset Management LLC 0.70% Reduce -4.8% 8,246 $1.5M
FSA Advisors, Inc. 1.59% Add +11.8% 8,637 $1.5M
Nicholas Investment Partners, LP 0.17% Reduce -74.1% 8,637 $1.5M
LifePlan Investment Advisors, Inc. 1.18% Add +7.5% 8,605 $1.5M
Legacy Capital Wealth Partners, LLC 1.05% Reduce -63.2% 8,922 $1.5M
Redmond Asset Management, LLC 0.47% Reduce -61.8% 8,555 $1.5M
Legend Financial Advisors, Inc. 1.06% Reduce -0.9% 8,541 $1.5M
Lifestyle Asset Management, Inc. 0.86% Reduce -9.9% 8,536 $1.5M
PCG Wealth Advisors, LLC 0.69% Add +4.3% 8,519 $1.5M
Nordwand Advisors, LLC 0.57% Reduce -68.3% 8,507 $1.5M
Ulysses Management LLC 0.32% New 8,500 $1.5M
RiverGlades Family Offices LLC 1.16% Reduce -2.1% 7,891 $1.5M
Fox Run Management, L.L.C. 0.31% Add +73.2% 8,492 $1.5M
Auour Investments LLC 0.54% Reduce -0.0% 8,486 $1.5M
Trevian Wealth Management LLC 0.99% Reduce -8.7% 8,479 $1.5M
Treynor Bancshares, Inc. 0.84% Add +0.0% 8,477 $1.5M
Vantage Financial Partners Ltd., Inc. 0.38% Reduce -3.4% 8,456 $1.5M
Guidance Point Advisors, LLC 0.49% Add +16.3% 8,414 $1.4M
Signature Wealth Management Group 0.66% Add +3.4% 8,743 $1.4M
Braun-Bostich & Associates Inc. 1.21% Add +3.6% 8,412 $1.4M
17 Capital Partners, LLC 1.07% Add +0.6% 8,409 $1.4M
Costello Asset Management, INC 1.03% Reduce -8.8% 8,402 $1.4M
McNamara Financial Services, Inc. 0.31% Add +11.1% 8,399 $1.4M
Hibernia Wealth Partners, LLC 0.98% Add +3.0% 8,396 $1.4M
Armbruster Capital Management, Inc. 0.31% Reduce -2.0% 8,372 $1.4M
Delos Wealth Advisors, LLC 1.61% Add +24.8% 8,371 $1.4M
Vinland Capital Management Gestora de Recursos LTDA. 1.19% Reduce -95.5% 8,371 $1.4M
Requisite Capital Management, LLC 0.31% Reduce -1.2% 8,361 $1.4M
Secured Retirement Advisors, LLC 1.22% Add +0.2% 8,360 $1.4M
Kooman & Associates 0.60% Add +1.4% 8,358 $1.4M
Waterford Advisors, LLC 0.61% Reduce -1.1% 8,349 $1.4M
Marotta Asset Management 0.30% Reduce -0.1% 8,349 $1.4M
Boothbay Fund Management, LLC 0.04% Reduce -77.4% 8,347 $1.4M
FFT Wealth Management LLC 0.12% Add +3.0% 8,331 $1.4M
Elevate Wealth Advisory, Inc. 1.24% Reduce -5.5% 8,322 $1.4M
Fluent Financial, LLC 0.79% Add +168.1% 8,289 $1.4M
Easterly Investment Partners LLC 0.11% Reduce -1.3% 8,267 $1.4M
Claris Advisors, LLC / Mo / 0.71% Add +0.1% 8,252 $1.4M
Slocum, Gordon & Co LLP 1.05% New 8,236 $1.4M
Rational Advisors, Inc. 0.13% Reduce -60.2% 8,203 $1.4M
Copperleaf Capital, LLC 1.22% Add +8.0% 8,190 $1.4M
Biltmore Wealth Management, LLC 0.67% No change 7,266 $1.4M
Wick Capital Partners, LLC 1.36% Reduce -3.0% 8,148 $1.4M
Intrepid Capital Management Inc. 0.90% Add +1.1% 8,140 $1.4M
Orgel Wealth Management, LLC 0.04% Reduce -17.6% 8,136 $1.4M
Twelve Points Wealth Management LLC 0.51% Reduce -9.2% 8,115 $1.4M
Interactive Financial Advisors, Inc. 0.77% Reduce -22.9% 8,096 $1.4M
Leicht Financial Planning & Wealth Management, Inc. 0.76% No change 8,089 $1.4M
Eliot Finkel Investment Counsel, LLC 0.89% No change 8,066 $1.4M
McNaughton Wealth Management, LLC 0.76% Add +0.6% 8,042 $1.4M
Triad Wealth Partners, LLC 1.06% — 8,036 $1.4M
Financial & Tax Architects, LLC 0.38% Add +25.6% 8,022 $1.4M
Jackson Creek Investment Advisors LLC 0.49% No change 8,000 $1.4M
Collaborative Holdings Management LP 2.07% New 8,000 $1.4M
Aristotle Capital Management, LLC 0.00% No change 8,000 $1.4M
Sollinda Capital Management LLC 0.43% Reduce -32.6% 8,000 $1.4M
America First Investment Advisors, LLC 0.33% Reduce -4.4% 7,998 $1.4M
Orin Green Financial, LLC 26.62% Reduce -33.6% 7,997 $1.4M
PYA Waltman Capital, LLC 0.51% Add +0.2% 7,985 $1.4M
Gardner Russo & Quinn 0.01% Reduce -14.0% 7,974 $1.4M
Golden Road Advisors LLC 1.13% Reduce -2.9% 7,949 $1.4M
Cypress Financial Planning LLC 0.62% Add +14.5% 7,948 $1.4M
Cook Wealth, LLC 0.81% Reduce -4.2% 7,824 $1.4M
White Wing Wealth Management 1.12% Add +0.3% 7,912 $1.3M
RMR Capital Management, LLC 1.34% No change 7,832 $1.3M
C M Bidwell & Associates Ltd. 0.91% Reduce -1.7% 7,805 $1.3M
Axiom Advisory, LLC 0.98% Add +5.2% 7,793 $1.3M
Holland Advisory Services, Inc. 1.46% Reduce -3.2% 7,767 $1.3M
Waterway Wealth Management, LLC 0.59% Reduce -29.2% 7,763 $1.3M
Omega Financial Group, LLC 0.54% Add +3.1% 7,741 $1.3M
Penney Financial, LLC 0.98% Add +0.0% 7,726 $1.3M
Probity Advisors, Inc. 0.27% Reduce -1.0% 7,714 $1.3M
Tolleson Wealth Management, Inc. 0.26% Reduce -29.5% 7,707 $1.3M
New England Capital Financial Advisors LLC 0.74% Reduce -0.8% 7,701 $1.3M
Delta Wealth Advisors LLC 1.36% — 7,690 $1.3M
Legacy Advisory Services, LLC 1.25% Reduce -11.7% 7,686 $1.3M
Prudent Investors Network, Inc. 0.50% — 7,678 $1.3M
Ballew Advisors, Inc 0.91% Add +2.5% 7,842 $1.3M
ARK & TLK Investments, LLC 0.51% Reduce -6.7% 7,655 $1.3M
Shelton Wealth Management, LLC 0.82% Add +3.5% 7,645 $1.3M
Enzi Wealth 0.61% Reduce -1.8% 7,576 $1.3M
Accuvest Global Advisors 0.57% Reduce -51.0% 7,595 $1.3M
Hubbell Strickland Wealth Management, LLC 0.66% Add +1.3% 7,586 $1.3M
Partners in Financial Planning 0.29% Reduce -1.3% 7,583 $1.3M
Wealth Management Resources, Inc. 0.36% Add +0.2% 7,575 $1.3M
Instrumental Wealth, LLC 0.56% Add +10.8% 6,822 $1.3M
Lowery Thomas, LLC 0.99% Reduce -3.3% 7,557 $1.3M
Reitz Capital Advisors LLC 2.33% No change 6,723 $1.3M
RFG Holdings, Inc. 0.54% Add +32.2% 7,524 $1.3M
FirstPurpose Wealth LLC 0.47% Add +15.0% 7,671 $1.3M
Emerald Mutual Fund Advisers Trust 0.07% Reduce -8.6% 7,505 $1.3M
Gibson Capital, LLC 0.28% Reduce -1.3% 7,504 $1.3M
AllGen Financial Advisors, Inc. 0.52% No change 7,489 $1.3M
Tandem Investment Advisors, Inc. 0.05% Reduce -27.3% 7,490 $1.3M
LGT Financial Advisors LLC 1.49% Reduce -7.8% 7,487 $1.3M
Aufman Associates Inc 0.90% Reduce -1.4% 7,469 $1.3M
Foguth Wealth Management, LLC. 0.68% — 7,449 $1.3M
Voisard Asset Management Group, Inc. 0.72% Reduce -5.1% 7,448 $1.3M
Sippican Capital Advisors 0.99% Reduce -6.5% 7,436 $1.3M
Norwood Financial Corp 1.84% Add +5.3% 7,415 $1.3M
Brown Wealth Management, LLC 0.53% Add +0.1% 7,409 $1.3M
Boston Mountain Money Management Inc. 0.87% — 7,386 $1.3M
Financial Sense Advisors, Inc. 0.45% Add +0.3% 7,383 $1.3M
Bayshore Asset Management, LLC 0.62% No change 7,377 $1.3M
Eubel Brady & Suttman Asset Management Inc. 0.18% Add +5.6% 7,376 $1.3M
Philip James Wealth Mangement, LLC 0.89% Reduce -4.3% 7,355 $1.3M
Charles Schwab Investment Advisory, Inc. 0.00% Reduce -0.1% 7,345 $1.3M
PFG Private Wealth Management, LLC 0.79% Add +3.9% 7,336 $1.3M
Krane Funds Advisors LLC 0.05% Add +8.8% 7,423 $1.3M
Dogwood Wealth Management LLC 0.85% Add +16.6% 7,291 $1.3M
Ascension Capital Advisors, Inc. 0.69% Reduce -4.7% 7,288 $1.2M
Virtus Fund Advisers, LLC 4.40% New 7,265 $1.2M
Asset Allocation Strategies LLC 0.44% Add +7.8% 7,232 $1.2M
Marshall Financial Group Inc. 0.41% Reduce -1.1% 7,229 $1.2M
Provident Investment Management, Inc. 0.11% Reduce -11.6% 7,222 $1.2M
Wbi Investments, LLC 0.26% Reduce -76.1% 7,203 $1.2M
Sanchez Wealth Management Group 0.42% Reduce -0.6% 7,196 $1.2M
Tilson Financial Group, Inc. 0.66% Reduce -0.1% 7,191 $1.2M
Prentiss Smith & Co. Inc. 0.86% Reduce -8.0% 7,174 $1.2M
Continental Investors Services, Inc. 2.91% Add +1.4% 7,232 $1.2M
Voya Financial Advisors, Inc. 0.14% Reduce -16.9% 7,091 $1.2M
BCM Advisors, LLC 0.31% Reduce -18.1% 7,263 $1.2M
Sfm, LLC 0.94% Reduce -3.9% 7,156 $1.2M
Strategic Point Investment Advisors, LLC 0.22% Reduce -7.2% 7,136 $1.2M
Earnest Partners LLC 0.01% Reduce -0.1% 7,134 $1.2M
Stegent Equity Advisors, Inc. 1.24% Reduce -3.6% 7,122 $1.2M
Chiron Investment Management, LLC 0.53% Add +2475.4% 7,108 $1.2M
Heck Capital Advisors, LLC 0.19% Add +1.1% 7,090 $1.2M
Veltria Advisors Corp. 0.31% Add +191.2% 7,087 $1.2M
Albert D Mason Inc. 0.75% Add +0.4% 7,088 $1.2M
Stone Run Capital, LLC 0.46% No change 7,080 $1.2M
Covestor Ltd 0.77% Add +38.1% 7,074 $1.2M
Robinswood Financial LLC 0.52% Reduce -13.2% 7,114 $1.2M
Stewardship Advisors, LLC 0.41% Add +3.2% 7,048 $1.2M
Seneca Financial Advisors LLC 0.64% Reduce -13.9% 7,027 $1.2M
RHS Financial, LLC 0.70% Reduce -1.8% 7,026 $1.2M
Prevail Innovative Wealth Advisors, LLC 0.45% Add +0.4% 7,022 $1.2M
Fortis Advisors, LLC 0.81% Reduce -0.4% 7,020 $1.2M
Shore Point Advisors, LLC 0.68% Add +9.7% 6,992 $1.2M
Marathon Mission, Inc. 0.94% Reduce -1.5% 6,977 $1.2M
Lockerman Financial Group, Inc. 2.28% Reduce -0.6% 6,962 $1.2M
Green Alpha Advisors, LLC 0.86% Reduce -52.8% 6,946 $1.2M
Terra Nova Asset Management LLC 0.95% Reduce -65.1% 6,945 $1.2M
Syverson Strege & Co 0.43% Add +36.8% 6,943 $1.2M
Higgins & Schmidt Wealth Strategies LLC 0.87% Add +11.0% 6,899 $1.2M
Qsemble Capital Management, LP 0.26% New 6,877 $1.2M
Sequent Planning LLC 0.43% — 6,872 $1.2M
Cedar Point Capital Partners, LLC 0.89% Add +1.3% 6,867 $1.2M
Iams Wealth Management, LLC 0.72% Add +23.5% 6,486 $1.2M
Mason Investment Advisory Services, Inc. 0.08% Reduce -9.5% 6,848 $1.2M
Lesa Sroufe & Co 1.12% Add +0.0% 6,849 $1.2M
Sageworth Trust Co 0.08% No change 6,839 $1.2M
D. Scott Neal, Inc. 0.77% No change 6,837 $1.2M
National Wealth Management Group, LLC 0.91% Reduce -33.2% 6,789 $1.2M
Donald L. Hagan, LLC 0.62% Reduce -0.8% 6,787 $1.2M
Eagle Bluffs Wealth Management LLC 0.72% No change 6,775 $1.2M
SRH Advisors, LLC 0.37% Add +0.0% 6,759 $1.2M
Boulder Wealth Advisors, LLC 0.72% — 6,745 $1.2M
Oliver Luxxe Assets LLC 0.24% Reduce -2.2% 6,738 $1.2M
Morris Financial Concepts, Inc. 0.59% Reduce -0.1% 6,738 $1.2M
MBB Public Markets I LLC 0.07% No change 6,735 $1.2M
Pitti Group Wealth Management, LLC 1.28% Reduce -5.2% 6,566 $1.1M
Leading Edge Financial Planning LLC 0.51% Reduce -6.2% 6,672 $1.1M
Aristides Capital LLC 0.48% New 6,600 $1.1M
Kraft, Davis & Associates, LLC 0.34% Reduce -6.7% 6,057 $1.1M
Cannon Financial Strategists, Inc. 0.22% Add +13.8% 6,595 $1.1M
Financial Alternatives, Inc 0.87% Add +0.0% 6,572 $1.1M
Wheelhouse Advisory Group LLC 0.86% Reduce -3.3% 6,560 $1.1M
AMJ Financial Wealth Management 0.37% Reduce -4.0% 6,546 $1.1M
IAG Wealth Partners, LLC 0.24% Add +5.4% 6,542 $1.1M
All Season Financial Advisors, Inc. 0.93% Add +0.4% 6,532 $1.1M
Independent Family Office, LLC 0.60% Add +3.9% 6,529 $1.1M
Altiora Financial Group, LLC 0.30% No change 6,506 $1.1M
Prepared Retirement Institute LLC 0.83% Reduce -3.5% 6,497 $1.1M
Corton Capital Inc. 0.41% Reduce -12.6% 6,494 $1.1M
James Hambro & Partners LLP 0.05% Reduce -20.9% 6,462 $1.1M
Solano Wealth Management, Inc. 0.62% Reduce -3.9% 6,458 $1.1M
Cullen Capital Management, LLC 0.01% Reduce -3.0% 6,444 $1.1M
Plan Group Financial, LLC 0.73% Add +47.7% 6,441 $1.1M
Valley Financial Group, Inc. 0.84% Reduce -2.5% 6,406 $1.1M
Forte Asset Management LLC 0.66% Reduce -8.6% 6,391 $1.1M
Cassia Capital Partners, LLC 0.73% Add +22.6% 6,389 $1.1M
Hiley Hunt Wealth Management 0.72% Add +3.1% 6,389 $1.1M
Motiv8 Investments LLC 0.85% Add +0.0% 6,381 $1.1M
Game Creek Capital, LP 0.59% Reduce -9.3% 6,375 $1.1M
Annapolis Financial Services, LLC 0.36% Reduce -50.2% 6,374 $1.1M
Rockport Wealth LLC 0.73% — 6,360 $1.1M
First Washington CORP 0.41% Reduce -63.7% 6,323 $1.1M
Kingdom Financial Group LLC. 0.76% Reduce -44.6% 6,319 $1.1M
Aull & Monroe Investment Management Corp 0.50% No change 6,306 $1.1M
Range Financial Group LLC 0.56% Add +78.2% 6,296 $1.1M
Hyperion Capital Advisors LP 0.51% Add +4.1% 6,293 $1.1M
Smart Money Group LLC 0.42% Add +28.5% 6,309 $1.1M
Presilium Private Wealth, LLC 0.28% Reduce -8.8% 6,259 $1.1M
Rodgers & Associates, LTD 0.14% Reduce -4.8% 6,225 $1.1M
GoalFusion Wealth Management, LLC 0.68% Add +0.6% 6,216 $1.1M
Stone House Investment Management, LLC 0.25% Add +17.3% 6,205 $1.1M
Your Advocates Ltd., LLP 0.45% Add +3.3% 6,205 $1.1M
Flagstone Financial Management 0.41% Add +1.9% 6,205 $1.1M
Schwartz Investment Counsel Inc. 0.04% No change 6,200 $1.1M
Burns Matteson Capital Management, LLC 0.69% Add +33.8% 6,186 $1.1M
Turim 21 Investimentos Ltda. 0.27% Add +30.5% 6,170 $1.1M
Chico Wealth RIA 1.00% Add +15.5% 6,161 $1.1M
Heritage Wealth Management, Inc./Texas 0.69% Reduce -0.9% 6,161 $1.1M
Monumental Financial Group Inc. 0.56% Add +2.3% 6,154 $1.1M
Monument Group Wealth Advisors, LLC 0.78% Reduce -1.1% 6,150 $1.1M
Prism Advisors, Inc. 0.32% Add +12.7% 6,143 $1.1M
Buck Wealth Strategies, LLC 0.36% Reduce -87.2% 6,143 $1.1M
MorganRosel Wealth Management, LLC 0.37% Reduce -40.4% 6,123 $1.0M
Silver Lake Advisory, LLC 0.25% New 6,107 $1.0M
Thompson Davis & Co., Inc. 0.71% Reduce -8.6% 6,097 $1.0M
Greenhouse Wealth Management, LLC 0.78% Reduce -3.1% 6,094 $1.0M
SWS Partners 0.31% Add +70.9% 6,082 $1.0M
Lansing Street Advisors 0.47% Add +64.3% 6,080 $1.0M
American Financial & Tax Strategies Inc. 0.56% No change 6,074 $1.0M
Passumpsic Savings Bank 0.67% — 6,074 $1.0M
Mokosak Advisory Group, LLC 0.34% Add +3.8% 6,056 $1.0M
Afg Fiduciary Services Limited Partnership 0.77% Reduce -20.8% 6,110 $1.0M
Horizon Bancorp Inc. 0.49% Add +2.2% 6,036 $1.0M
Galibier Capital Management Ltd. 0.25% Reduce -52.3% 6,035 $1.0M
Clearview Wealth Advisors LLC 1.05% Reduce -8.2% 6,026 $1.0M
Essex Private Wealth Management, LLC 2.92% Add +3.2% 6,007 $1.0M
Ehrlich Financial Group 0.87% Add +1.7% 6,006 $1.0M
A.P. Gilfoyle & Co., L.P. 54.21% Add +2652.3% 6,000 $1.0M
Mork Capital Management, LLC 0.78% No change 6,000 $1.0M
683 Capital Management, LLC 0.11% New 6,000 $1.0M
BlueSky Wealth Advisors, LLC 0.80% Add +45.2% 5,995 $1.0M
Gibson Wealth Advisors LLC 0.99% — 5,994 $1.0M
ACT Advisors, LLC. 0.56% Reduce -1.3% 5,979 $1.0M
Beacon Financial Planning, Inc. 0.71% Add +10.3% 5,970 $1.0M
Greytown Advisors Inc. 0.58% Reduce -48.9% 5,963 $1.0M
Highland Financial Advisors, LLC 0.41% Add +5.0% 5,937 $1.0M
Unique Wealth Strategies, LLC 0.50% Reduce -36.5% 5,928 $1.0M
Lutz Financial Services LLC 0.09% Add +1.9% 5,902 $1.0M
Stephen J. Garry & Associates, LLC 1.05% Add +0.1% 5,895 $1.0M
Trinity Wealth Management, LLC 0.52% Reduce -2.6% 5,894 $1.0M
Envoi LLC 2.38% New 5,869 $1.0M
Bush Investment Group, LLC 0.89% New 5,846 $1.0M
Sharkey, Howes & Javer 0.16% Add +10.4% 5,838 $1.0M
Cobblestone Asset Management LLC 0.68% No change 5,835 $1.0M
Vermillion & White Wealth Management Group, LLC 0.80% Reduce -0.3% 5,824 $999K
Pineridge Advisors LLC 0.35% Reduce -45.2% 5,823 $999K
Del-Sette Capital Management, LLC 0.82% Reduce -2.3% 5,813 $997K
Greenfield Seitz Capital Management, LLC 0.37% Reduce -4.9% 5,810 $996K
Adalta Capital Management LLC 0.55% Reduce -23.5% 5,790 $993K
First International Bank & Trust 0.34% Reduce -1.0% 5,788 $993K
Covey Capital Advisors, LLC 1.20% No change 5,782 $991K
Silver Oak Advisory Group, Inc. 0.56% Reduce -0.1% 5,766 $989K
Pacifica Capital Investments, LLC 0.30% Reduce -30.3% 5,763 $988K
Ackerman Capital Advisors, LLC 0.27% Reduce -4.3% 5,752 $986K
DBK Financial Counsel, LLC 1.03% Add +0.4% 5,733 $983K
CMC Financial Group 1.38% Reduce -2.9% 5,723 $981K
KOM Wealth Management Group, LLC 0.96% Reduce -1.3% 5,688 $976K
Sonoma Private Wealth LLC 1.57% Reduce -16.5% 5,689 $976K
Brand Asset Management Group, Inc. 0.42% Reduce -17.1% 5,684 $975K
Gold Investment Management Ltd. 0.39% Add +0.9% 5,649 $968K
Vista Finance, LLC 2.43% Add +6.7% 5,642 $967K
Coho Partners, Ltd. 0.02% Reduce -21.1% 5,618 $963K
Flagship Private Wealth, LLC 0.62% Add +0.1% 5,616 $963K
Guidance Capital, Inc. 0.35% Add +0.7% 5,564 $961K
Signature Resources Capital Management, LLC 0.90% No change 4,968 $957K
True Vision MN LLC 0.67% Add +154.8% 5,635 $954K
Ninepoint Partners LP 0.12% Reduce -0.4% 5,529 $948K
Tacita Capital Inc 0.65% Add +1.5% 5,502 $943K
Keener Financial Planning LLC 0.65% Add +9.3% 5,497 $943K
Evolution Advisers, Inc. 0.56% No change 5,490 $942K
Bare Financial Services, Inc 0.90% Add +2.5% 5,527 $941K
Hummer Financial Advisory Services Inc 0.78% Add +2.2% 5,488 $941K
VitalStone Financial, LLC 0.72% Add +18.4% 5,487 $941K
Durante & Waters, LLC 0.86% Reduce -0.4% 5,476 $939K
Advisory Research Inc. 0.19% Reduce -90.5% 5,466 $937K
Briaud Financial Planning Inc 0.53% New 5,457 $936K
Cornerstone National Bank & Trust Co 0.47% Add +73.7% 5,437 $932K
Red Tortoise LLC 0.52% Add +1.5% 5,428 $931K
Aquire Wealth Advisors, LLC 0.32% Reduce -2.0% 5,413 $928K
Retirement Financial Solutions, LLC 0.48% Reduce -18.6% 5,411 $928K
Awm Capital, LLC 0.15% Reduce -38.3% 5,406 $927K
First Fiduciary Investment Counsel, Inc. 0.19% No change 5,405 $927K
Cookson Peirce & Co. Inc. 0.05% Reduce -36.3% 5,408 $927K
JMG Financial Group, Ltd. 0.04% Reduce -4.3% 5,405 $927K
Cornerstone Advisors Asset Management, LLC 0.33% Reduce -15.0% 5,403 $927K
Guardian Wealth Management, Inc. 0.71% Reduce -0.3% 5,356 $918K
Van Strum & Towne Inc. 0.34% No change 5,352 $918K
Websterrogers Financial Advisors, LLC 0.33% Reduce -14.2% 5,341 $916K
Total Wealth Planning, LLC 0.16% Add +2.3% 5,338 $915K
Financial Synergies Wealth Advisors, Inc. 0.12% Reduce -28.4% 5,332 $914K
Seaside Wealth Management, Inc. 0.39% Reduce -0.7% 5,329 $914K
Columbia Advisory Partners LLC 0.92% Reduce -4.8% 5,320 $912K
Truefg, LLC 0.33% Reduce -1.9% 5,292 $907K
Elite Life Management LLC 4.44% Add +5.8% 5,289 $907K
Insight Folios Inc 0.37% Add +28.1% 5,280 $905K
Hunter Perkins Capital Management, LLC 0.18% New 5,261 $902K
Parker Financial LLC 0.51% Reduce -1.3% 5,253 $901K
North Point Portfolio Managers Corp. 0.15% Add +8.8% 5,237 $898K
Fulcrum Equity Management 1.06% Add +221.3% 5,225 $896K
Kapitalo Investimentos Ltda 0.20% Add +78.7% 5,222 $895K
Alternative Investment Advisors, LLC. 0.54% Reduce -66.8% 5,266 $895K
TrueWealth Financial Partners 0.63% No change 5,210 $893K
Alpha Financial Partners LLC 0.81% Add +6.2% 5,203 $892K
Gruss & Co., LLC 4.92% Add +136.4% 5,200 $892K
Ted Buchan & Co 0.55% Reduce -7.5% 5,195 $891K
Main Line Retirement Advisors, LLC 0.70% Add +54.5% 5,193 $891K
Jentner Corp 0.31% Add +0.2% 5,132 $880K
Mainsail Financial Group, LLC 0.60% Add +3.9% 5,117 $877K
Conestoga Capital Advisors, LLC 0.01% Reduce -10.5% 5,110 $876K
Beacon Wealthcare LLC 0.40% Add +1.6% 5,099 $874K
Poplar Forest Capital LLC 0.12% No change 5,067 $869K
Adapt Wealth Advisors, LLC 0.62% — 5,061 $868K
Sheridan Capital Management, LLC 0.65% Add +22.7% 5,043 $865K
Bellwether Advisors, LLC 0.19% Reduce -3.0% 4,997 $857K
Lane Generational LLC 1.01% No change 4,987 $855K
Andrew Hill Investment Advisors, Inc. 0.75% Reduce -71.9% 4,982 $854K
Shariaportfolio, Inc. 0.49% Add +15.9% 4,961 $851K
Maltin Wealth Management, Inc. 0.48% Reduce -13.7% 4,955 $850K
Compton Financial Group, LLC 0.29% Reduce -13.9% 4,946 $848K
New England Professional Planning Group Inc. 0.44% Add +24.1% 4,944 $848K
Petra Financial Advisors Inc. 0.62% Reduce -7.9% 4,645 $846K
Machina Capital S.A.S. 0.44% Add +101.4% 4,923 $844K
Visionary Horizons, LLC 0.66% Add +1.4% 4,780 $844K
Great Oak Capital Partners, LLC 0.37% Reduce -0.4% 4,901 $840K
Partnership Wealth Management, LLC 0.59% Add +0.0% 4,871 $835K
HighMark Wealth Management LLC 0.52% Add +2.5% 4,763 $834K
Sharp Wealth Advisory, LLC 0.78% Reduce -12.1% 4,861 $834K
Silver Coast Investments LLC 0.34% Reduce -8.7% 4,847 $831K
Endowment Wealth Management, Inc. 0.62% Reduce -14.7% 4,845 $831K
Treasure Coast Financial Planning 0.54% Reduce -12.2% 4,843 $830K
TKG Advisors, LLC 0.46% Add +56.4% 4,817 $826K
Madden Advisory Services, Inc. 0.43% Reduce -2.5% 4,803 $824K
Camelot Portfolios, LLC 0.80% Reduce -29.1% 4,800 $823K
Reaves W H & Co. Inc. 0.03% No change 4,800 $823K
Defender Capital, LLC. 0.28% Reduce -3.2% 4,791 $822K
Tillman Hartley LLC 0.28% Reduce -0.5% 4,791 $822K
Penbrook Management LLC 0.51% No change 4,770 $818K
Capital CS Group, LLC 0.82% Reduce -18.4% 4,762 $817K
Unconventional Investor, LLC 0.58% Add +5.3% 4,730 $811K
Barnett & Company, Inc. 0.55% No change 4,720 $809K
Fairman Group, LLC 0.76% Reduce -11.4% 4,718 $809K
Arkansas Financial Group, Inc. 0.14% No change 4,711 $808K
Fort, L.P. 2.02% Reduce -11.5% 4,705 $807K
Phillips Wealth Planners LLC 0.93% Add +9.4% 4,754 $805K
Western Financial Corp 0.49% Reduce -0.0% 4,691 $804K
Riverwater Partners LLC 0.59% Reduce -2.3% 4,689 $804K
Proquility Private Wealth Partners, LLC 0.27% Add +1.6% 4,680 $803K
Horizons Wealth Management 0.53% No change 4,163 $802K
MBE Wealth Management, LLC 0.49% Reduce -8.2% 4,661 $799K
Perkins Capital Management Inc. 0.66% No change 4,650 $797K
Pillar Wealth Advisors, LLC 0.60% No change 4,633 $794K
Tandem Wealth Advisors LLC 0.43% Add +0.7% 4,583 $786K
Priebe Wealth Holdings LLC 0.61% Reduce -15.3% 4,580 $785K
Axiom Financial Strategies, LLC 0.50% Add +3.9% 4,570 $784K
USAdvisors Wealth Management, LLC 0.29% Reduce -3.2% 4,497 $779K
Argyle Capital Management, LLC 0.30% No change 4,536 $778K
Rise Advisors, LLC 0.41% Add +133.9% 4,523 $776K
Boston Standard Wealth Management, LLC 0.18% Reduce -2.5% 4,521 $775K
Sanctuary Wealth Management, L.L.C. 0.63% Reduce -3.1% 4,502 $772K
Shay Capital LLC 0.23% Add +4400.0% 4,500 $772K
Stordahl Capital Management, Inc. 0.19% Reduce -11.1% 4,497 $771K
Klein Pavlis & Peasley Financial, Inc. 0.69% Reduce -4.1% 4,454 $764K
Lanham O'Dell & Company, Inc. 0.39% Reduce -60.4% 4,446 $762K
Straight Path Wealth Management 0.42% Add +1.6% 4,402 $755K
ShankerValleau Wealth Advisors, Inc. 0.34% Add +2.3% 4,366 $749K
Gunderson Capital Management LLC 0.35% Reduce -8.9% 4,357 $747K
SRN Advisors, LLC 0.58% Add +5.4% 4,354 $747K
Reston Wealth Management LLC 0.30% Reduce -6.9% 4,334 $743K
Denver PWM, LLC 0.29% Reduce -11.8% 4,375 $742K
Boyd Wealth Management, LLC 0.42% Add +0.3% 4,327 $742K
Halpern Financial, Inc. 0.21% Reduce -3.7% 4,337 $736K
Campbell & CO Investment Adviser LLC 0.06% Reduce -0.6% 4,279 $734K
Merlin Capital, Inc 2.18% Add +2.0% 4,259 $730K
Leverty Financial Group, LLC 0.43% Reduce -4.0% 4,252 $729K
Semper Augustus Investments 0.13% No change 4,250 $729K
JFG Wealth Management, LLC 0.19% Reduce -29.6% 4,234 $726K
Horizon Financial Services, LLC 0.47% Add +20.5% 4,225 $725K
High Probability Advisors, LLC 0.13% Add +0.0% 4,202 $721K
LPWM LLC 0.26% Reduce -17.3% 4,288 $719K
Foundry Partners, LLC 0.04% Add +30.9% 4,195 $719K
Capital Management Corp. 0.14% Reduce -8.3% 4,170 $715K
Regis Acquisition Inc. 0.43% No change 4,148 $711K
Kure Advisory, LLC 0.60% Reduce -58.4% 4,128 $708K
HFG Advisors, Inc. 0.63% Reduce -19.1% 4,120 $706K
LifeGuide Financial Advisors, LLC 0.35% Reduce -54.7% 4,107 $704K
Value Partners Investments Inc. 0.06% Add +3.0% 4,091 $701K
Trellis Wealth Advisors LLC 0.40% Reduce -12.1% 4,088 $701K
FFG Partners, LLC 0.30% Reduce -78.1% 4,087 $701K
Kennon-Green & Company, LLC 0.65% Reduce -2.4% 4,081 $700K
True Link Financial Advisors, LLC 0.07% Add +7.1% 4,074 $699K
Unison Advisors LLC 0.07% Add +80.7% 4,045 $694K
Keeley-Teton Advisors, LLC 0.09% Reduce -0.7% 4,043 $693K
DiNuzzo Private Wealth, Inc. 0.09% Reduce -0.1% 4,034 $692K
Ashford Capital Management Inc. 0.09% Reduce -8.0% 4,031 $691K
Strategic Financial Partners, Ltd. 0.38% Reduce -0.6% 4,029 $691K
ORG Partners LLC 1.31% Reduce -92.8% 4,059 $690K
Fusion Family Wealth, LLC 0.07% No change 4,022 $690K
Luken Investment Analytics, LLC 0.35% Add +8.1% 4,020 $689K
Topel & Distasi Wealth Management, LLC 0.30% Reduce -14.1% 4,018 $689K
Long Island Wealth Management, Inc. 0.49% Reduce -0.1% 4,006 $687K
Precision Wealth Strategies, LLC 0.65% Reduce -1.0% 4,004 $687K
Hilltop Wealth Advisors, LLC 0.35% New 4,000 $686K
Laurel Wealth Planning LLC 0.46% Reduce -3.6% 3,992 $685K
ArrowMark Colorado Holdings LLC 0.01% Reduce -32.3% 3,992 $685K
Windsor Advisory Group, LLC 1.93% Add +15.3% 3,988 $684K
Encompass More Asset Management 0.57% Add +235.0% 3,986 $684K
Gleason Group, Inc. 0.14% Reduce -17.4% 3,975 $682K
TSA Wealth Managment LLC 0.30% Add +0.3% 3,958 $679K
RIA Advisory Group LLC 0.27% Reduce -3.6% 3,930 $674K
Iron Horse Wealth Management, LLC 0.27% Add +4.8% 3,924 $673K
Geo Capital Gestora de Recursos Ltd 0.76% Add +1202.7% 3,908 $670K
LFA - Lugano Financial Advisors SA 0.49% Add +59.2% 3,895 $668K
Virtus Advisers, LLC 0.35% Add +14.8% 3,881 $666K
Bank Pictet & Cie (asia) Ltd. 0.37% Reduce -70.8% 3,877 $665K
Chase Investment Counsel Corp. 0.25% Reduce -88.3% 3,875 $664K
Traction Financial Partners, LLC 0.52% Reduce -5.9% 3,624 $663K
Keystone Financial Services 0.29% No change 3,860 $662K
Hart & Patterson Financial Group LLC 0.33% Reduce -2.3% 3,830 $657K
BCK Partners, Inc. 0.35% Add +3.1% 3,828 $656K
Private Wealth Group, LLC 0.34% Reduce -0.7% 3,786 $649K
Altrius Capital Management Inc 0.16% Reduce -10.3% 3,783 $649K
Scott Capital Advisors, LLC 0.20% Add +0.7% 3,813 $647K
Roble, Belko & Company, Inc 0.11% Add +10.4% 3,770 $646K
Contravisory Investment Management, Inc. 0.14% Reduce -0.3% 3,767 $646K
Watchman Group, Inc. 0.19% Reduce -3.1% 3,716 $637K
Gimbal Financial 0.52% Reduce -27.3% 3,702 $635K
Rosenbaum Jay D. 3.67% Reduce -66.7% 3,691 $633K
Proathlete Wealth Management LLC 0.33% Reduce -3.0% 3,672 $630K
Cooksen Wealth, LLC 0.65% No change 3,668 $629K
Henrickson Nauta Wealth Advisors, Inc. 0.28% Add +34.7% 3,744 $628K
Sage Financial Management Group, Inc. 0.30% No change 3,647 $625K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.25% Add +13.8% 3,801 $625K
Valued Wealth Advisors LLC 0.44% Add +2.3% 3,633 $623K
Schulz Wealth, LTD. 0.53% No change 3,633 $623K
Avid Wealth Partners LLC 0.50% Reduce -6.7% 3,630 $622K
BCU Wealth Advisors, LLC 0.53% Add +9.7% 3,627 $622K
Evergreen Advisors, LLC 0.19% Reduce -6.0% 3,623 $621K
Mizuho Securities Co. Ltd. 3.40% Add +599.0% 3,600 $617K
Morgens Waterfall Vintiadis & Co. Inc. 0.43% Reduce -85.6% 3,600 $617K
Phraction Management LLC 0.26% Reduce -9.8% 3,599 $617K
Lam Group, Inc. 0.50% No change 3,596 $617K
Louisbourg Investments Inc. 0.17% Reduce -38.2% 4,240 $614K
Arrien Investments, Inc. 0.48% Reduce -17.8% 3,573 $613K
Armor Investment Advisors, LLC 0.29% Reduce -24.4% 3,554 $610K
Ridgewood Investments LLC 0.32% Reduce -3.3% 3,551 $609K
Petrus Trust Company, LTA 0.05% New 3,541 $607K
Carolina Wealth Advisors, LLC 0.33% Add +0.0% 3,518 $603K
Hoya Capital Real Estate, LLC 11.87% No change 3,500 $600K
Silverberg Bernstein Capital Management LLC 0.59% Reduce -3.4% 3,500 $600K
Standard Family Office LLC 0.80% New 3,493 $599K
O'Connor Financial Group LLC 0.36% Add +1.0% 3,486 $598K
Whitcomb & Hess, Inc. 0.19% Add +0.0% 3,481 $597K
Lowe Wealth Advisors, LLC 0.28% Reduce -2.8% 3,476 $596K
Raub Brock Capital Management LP 0.13% Reduce -30.6% 3,470 $595K
Sageworth Trust Co of South Dakota 0.92% New 3,463 $594K
Deerfield Management Company, L.P. 0.01% New 3,449 $591K
Advisory Services & Investments, LLC 0.41% No change 3,445 $591K
Financial Architects, LLC 0.41% New 3,430 $588K
Gordian Advisors LLC 0.54% Reduce -18.7% 3,427 $588K
Mandatum Life Insurance Co Ltd 0.20% Add +29.9% 3,418 $586K
Salzhauer Michael 0.47% No change 3,418 $586K
TL Private Wealth 0.29% Add +1.5% 3,449 $585K
Wexford Capital LP 0.12% New 3,410 $585K
Guardian Wealth Advisors, LLC 0.38% Reduce -10.7% 3,407 $584K
Van Den Berg Management I, Inc. 0.17% New 3,396 $582K
Significant Wealth Partners LLC 0.38% Add +2.8% 3,395 $582K
Psagot Value Holdings Ltd. / (Israel) 5.29% Reduce -88.1% 3,396 $582K
Martin Capital Partners, LLC 0.22% No change 3,395 $582K
City Center Advisors, LLC 0.69% — 3,392 $582K
Team Financial Group, LLC 0.39% Add +0.1% 3,390 $581K
Oberweis Asset Management Inc./ 0.04% No change 3,381 $580K
Quarry Hill Advisors, LLC 0.43% No change 3,371 $578K
Whitegate Investment Counselors, Inc. 0.16% Reduce -7.1% 3,317 $569K
Arcadia Wealth Management, LLC 0.35% Add +23.8% 3,314 $568K
NDWM LLC 0.52% Add +0.0% 3,311 $568K
Cravens & Co Advisors, LLC 0.47% Reduce -9.6% 3,308 $567K
Martel Wealth Advisors LLC 0.12% Reduce -0.9% 3,308 $567K
Fischer Investment Strategies, LLC 0.50% Reduce -4.2% 3,306 $567K
FreeGulliver LLC 0.50% Add +25.3% 3,294 $565K
XTX Topco Ltd 0.08% Reduce -53.6% 3,271 $561K
Abich Financial Wealth Management LLC 0.43% Add +15.7% 3,220 $552K
MTM Financial Group, LLC 0.37% Add +2.2% 3,218 $552K
S&T Bank 0.11% Reduce -11.1% 3,202 $549K
Diversified Investment Strategies, LLC 0.37% No change 3,200 $549K
Versor Investments LP 0.11% New 3,194 $548K
Equita Financial Network, Inc. 0.25% Add +28.3% 3,191 $547K
Hanseatic Management Services Inc. 0.83% Add +3.1% 3,185 $546K
International Private Wealth Advisors LLC 1.05% Reduce -73.6% 3,176 $545K
NSI Retail Advisors, LLC 0.08% Reduce -24.0% 3,166 $543K
Johnson Financial Group, LLC 0.07% Add +6.1% 3,163 $543K
Shapiro Capital Management LLC 0.01% No change 3,150 $540K
NFC Investments, LLC 0.16% No change 3,151 $540K
Sightline Wealth Advisors, LLC 0.36% Add +13.2% 3,147 $540K
Boyar Asset Management Inc. 0.35% Reduce -7.4% 3,131 $537K
Pachira Investments Inc. 0.44% Reduce -11.4% 3,130 $537K
Grunden Financial Advisory, Inc. 0.28% Reduce -3.2% 3,112 $534K
Clark Estates Inc. 0.09% No change 3,111 $533K
Blue Barn Wealth, LLC 0.30% Add +2.9% 3,110 $533K
Family Wealth Partners, LLC 0.30% New 3,097 $531K
VanderPol Investments L.L.C. 1.52% Reduce -8.8% 3,094 $531K
Bluestem Financial Advisors, LLC 0.27% No change 3,060 $525K
Sound Stewardship, LLC 0.32% Add +1.5% 3,055 $524K
Maven Securities LTD 0.03% Reduce -87.0% 3,051 $523K
Prairiewood Capital, LLC 0.25% Add +1.8% 3,050 $523K
Beacon Financial Strategies CORP 0.38% Reduce -5.9% 3,039 $521K
Atlas Financial Advisors, Inc. 0.81% Add +73.8% 3,026 $519K
Capstone Capital LLC 0.45% No change 3,025 $519K
Codex Capital, L.L.C. 0.25% No change 3,000 $514K
Mizuho Markets Americas LLC 0.01% Reduce -95.9% 3,000 $514K
Emergent Wealth Advisors, LLC 0.44% Reduce -3.8% 2,997 $514K
American Asset Management Inc. 0.76% No change 2,981 $511K
Foundry Financial Group, Inc. 0.36% Add +14.7% 2,974 $510K
Investments & Financial Planning, LLC 0.35% Add +13.4% 2,969 $509K
Welch Capital Partners LLC 0.13% No change 2,963 $508K
Mawer Investment Management Ltd. 0.00% Add +5.0% 2,960 $508K
DSM Capital Partners LLC 0.01% No change 2,952 $506K
Mizuho Markets Cayman LP 0.31% New 2,946 $505K
Beacon Harbor Wealth Advisors, Inc. 0.13% Add +1.2% 2,945 $505K
Darrow Company, Inc. 0.33% Add +32.4% 2,937 $504K
Continuum Wealth Advisors, LLC 0.28% Add +55.5% 2,928 $502K
Twin City Private Wealth, LLC 0.49% — 2,921 $501K
Core Wealth Management, Inc. 0.22% Add +74.7% 2,918 $500K
EHP Funds Inc. 0.34% Reduce -23.7% 2,900 $497K
Milestones Administradora de Recursos Ltda. 0.27% New 2,890 $496K
Dynamic Wealth Strategies, LLC 0.42% Add +6.3% 2,887 $495K
Cadence Wealth Management LLC 0.51% Add +0.1% 2,878 $494K
Hoge Financial Services, LLC 0.40% Add +6.4% 2,856 $490K
Graham Capital Wealth Management, LLC 0.88% Add +1.2% 2,853 $489K
Oceanside Advisors LLC 0.40% Reduce -1.1% 2,849 $489K
Rezny Wealth Management, Inc. 0.17% No change 2,832 $486K
Walker Financial Services, Inc. 0.40% Add +2.8% 2,826 $485K
Left Brain Wealth Management, LLC 0.23% Reduce -92.8% 2,816 $483K
OxenFree Capital LLC 0.44% Reduce -0.8% 2,813 $482K
Avalon Advisory Group 0.23% New 2,813 $482K
Tenon Financial LLC 0.41% — 2,813 $482K
Lauer Wealth, LLC 0.42% Reduce -4.0% 2,740 $480K
Geneva Partners, LLC 0.21% Reduce -43.0% 2,797 $480K
O'Keefe Stevens Advisory, Inc. 0.16% Add +1.8% 2,788 $478K
Vantage Consulting Group Inc 0.30% Add +16.4% 2,786 $478K
Passive Capital Management, LLC. 0.19% No change 2,782 $477K
Stuart Chaussee & Associates, Inc. 0.14% Add +7.0% 2,761 $473K
MAS Advisors LLC 0.55% Add +0.2% 2,756 $473K
Hapanowicz & Associates Financial Services, Inc 0.27% Add +14.9% 2,752 $472K
Caitlin John, LLC 0.36% Reduce -2.8% 2,751 $472K
Joule Financial, LLC 0.19% Reduce -7.8% 2,748 $471K
Lunt Capital Management, Inc. 0.23% Reduce -30.4% 2,747 $471K
Cambridge Capital Management, LLC 0.37% Reduce -20.3% 2,738 $469K
Oracle Alpha Inc. 0.84% Reduce -15.8% 2,737 $469K
Anfield Capital Management, LLC 0.22% Add +3.4% 2,708 $464K
Custom Portfolio Group LLC 0.38% No change 2,746 $464K
Leith Wheeler Investment Counsel Ltd. 0.05% Reduce -7.1% 2,703 $464K
Forum Private Client Group LLC 0.22% Reduce -2.0% 2,699 $463K
Ironsides Asset Advisors, LLC 0.16% Reduce -22.3% 2,690 $461K
Financial Futures Ltd Liability Co. 0.31% Reduce -12.2% 2,688 $461K
E Fund Management (Hong Kong) Co., Ltd. 0.30% New 2,678 $459K
Rice Hall James & Associates, LLC 0.03% Reduce -5.0% 2,660 $456K
Peterson Financial Group, Inc. 2.96% Reduce -2.2% 2,649 $454K
Peloton Wealth Strategists 0.19% No change 2,649 $454K
Schwallier Wealth Management LLC 0.37% Reduce -37.3% 2,645 $454K
Beddow Capital Management Inc. 0.20% No change 2,600 $446K
Convergence Financial, LLC 0.18% Reduce -9.4% 2,597 $445K
PACK Private Wealth, LLC 0.28% Reduce -0.7% 2,579 $442K
Erickson Financial Group, LLC 0.35% Add +4.1% 2,566 $440K
Oxford Asset Management LLP 0.49% Add +125.9% 2,548 $437K
Coerente Capital Management 0.08% Add +4.4% 2,542 $436K
Genus Capital Management Inc. 0.06% — 2,541 $436K
Dakota Community Bank & Trust NA 2.35% Reduce -12.8% 2,535 $435K
Redmont Wealth Advisors LLC 0.60% Reduce -76.3% 2,528 $434K
Knott David M Jr 0.15% No change 2,494 $428K
Alpha Financial Advisors, LLC 0.20% Add +0.2% 2,494 $428K
Kahn Brothers Group Inc. 0.06% New 2,492 $427K
Corepath Wealth Partners LLC 0.47% Reduce -22.4% 2,520 $426K
New Harbor Financial Group, LLC 0.16% No change 2,475 $424K
Night Owl Capital Management, LLC 0.06% No change 2,473 $424K
Corrado Advisors, LLC 0.28% New 2,464 $422K
Scholtz & Company, LLC 0.19% Reduce -76.4% 2,460 $422K
Williamson Legacy Group, LLC 0.33% Reduce -1.3% 2,455 $421K
Sugar Maple Asset Management, LLC 0.41% — 2,451 $420K
Moneywise, Inc. 0.23% Reduce -1.3% 2,445 $419K
Morton Community Bank 0.12% No change 2,444 $419K
Randolph Co Inc 0.05% No change 2,411 $413K
One Wealth Map LLC 0.27% Add +1.8% 2,487 $412K
Fairholme Capital Management 0.03% No change 2,400 $412K
Wela Strategies, Inc. 0.19% Add +11.6% 2,398 $411K
Kiely Wealth Advisory Group, Inc. 0.23% No change 2,353 $411K
Tanglewood Wealth Management, Inc. 0.05% No change 2,392 $410K
Gsa Capital Partners LLP 0.03% New 2,370 $406K
Adaptive Financial Consulting, LLC 0.18% Reduce -14.5% 2,366 $406K
Crestmont Private Wealth LLC 0.20% Add +31.0% 2,343 $402K
Andina Capital Management, LLC 0.31% Add +25.9% 2,335 $400K
Trademark Financial Management, LLC 0.33% Reduce -78.9% 2,328 $399K
ClearAlpha Technologies LP 0.17% New 2,322 $398K
SkyView Investment Advisors, LLC 0.07% New 2,323 $398K
Beacon Capital Management, Inc. 0.02% No change 2,339 $398K
VERITY Wealth Advisors 0.30% Add +31.6% 2,318 $397K
AdvisorShares Investments LLC 0.07% No change 2,314 $397K
Kickstand Ventures, Llc. 0.11% Add +3.4% 2,303 $395K
Portman Square Capital LLP 0.40% Reduce -64.6% 2,295 $394K
Sachem Hill LLC 0.09% Reduce -24.6% 2,273 $390K
Arlington Capital Management, Inc. 0.32% Reduce -65.3% 2,271 $389K
SigFig Wealth Management, LLC 0.01% No change 2,080 $389K
Keene & Associates, Inc. 0.29% Reduce -40.9% 2,256 $387K
Advisors Preferred, LLC 0.07% Reduce -0.3% 2,273 $386K
LPF Advisors LLC 0.39% Reduce -29.2% 2,253 $386K
Mendota Financial Group, LLC 0.23% Reduce -18.0% 2,251 $386K
R.m.sincerbeaux Capital Management LLC 0.24% No change 2,248 $385K
Horizon Advisory Services, Inc. 0.18% — 2,241 $384K
TAGStone Capital, Inc. 0.22% Add +3.8% 2,242 $384K
Verdad Advisers, LP 0.42% New 2,230 $382K
Axq Capital, LP 0.09% Reduce -77.8% 2,200 $377K
Bellevue Group AG 0.01% New 2,200 $377K
Berkeley, Inc 0.23% Reduce -3.1% 2,187 $375K
Starfox Financial Services, LLC 0.32% Reduce -1.6% 2,156 $372K
NorthLanding Financial Partners, LLC 0.40% Add +0.1% 2,167 $372K
McCarthy & Cox 0.14% — 2,166 $371K
Balanced Rock Investment Advisors LLC 0.32% Add +4.3% 2,158 $370K
Hobart Private Capital, LLC 0.11% Reduce -10.1% 2,154 $369K
Orcam Financial Group 0.40% No change 2,149 $369K
Hassell Wealth Management, LLC 0.23% New 2,206 $368K
Soundwatch Capital LLC 0.07% Reduce -96.2% 2,159 $367K
Peirce Capital Management, LLC 0.20% Add +0.5% 2,130 $365K
Virtus Family Office LLC 0.58% Reduce -23.0% 2,115 $363K
Goodwin Investment Advisory 0.17% Reduce -7.9% 2,112 $362K
Conscious Wealth Investments, LLC 0.27% Reduce -9.3% 2,122 $359K
Lee Financial Group Hawaii, Inc. 0.28% Reduce -0.2% 1,872 $358K
Stage Harbor Financial, LLC 0.32% Add +5.3% 2,082 $357K
Sunesis Advisors, LLC 0.21% Reduce -56.0% 2,081 $357K
Baron Capital (BAMCO) 0.00% No change 2,017 $346K
Svenska Handelsbanken AB (publ) 0.11% — 2,000 $343K
Marathon Strategic Advisors, LLC 0.41% No change 1,988 $341K
Absolute Capital Management, LLC 0.22% New 1,980 $340K
Aspect Partners, LLC 0.27% Add +0.1% 1,980 $340K
Advantage Trust Co 0.25% No change 1,975 $339K
swisspartners Advisors Ltd 0.28% New 2,188 $338K
Navis Wealth Advisors, LLC 0.40% Reduce -1.6% 1,966 $337K
Oak Thistle LLC 0.30% Reduce -79.3% 1,965 $337K
Tran Capital Management, L.P. 0.04% Reduce -7.8% 1,958 $336K
Bridgefront Capital, LLC 0.25% Reduce -34.8% 1,955 $335K
Gainplan LLC 0.16% Add +2.8% 1,922 $330K
Randall & Associates Wealth Management 0.30% New 1,917 $329K
Polymer Capital Management (HK) LTD 0.08% New 1,900 $326K
Legacy Wealth Management, LLC 0.02% New 1,885 $323K
Castellan Group 0.17% Reduce -57.1% 1,884 $323K
Livelsberger Financial Advisory 3.82% Reduce -59.1% 1,725 $322K
ETF Store, Inc. 0.18% Add +12.5% 1,880 $322K
F&V Capital Management, LLC 0.09% No change 1,875 $322K
BayBridge Capital Group, LLC 0.28% Add +7.8% 1,939 $321K
Dean, Jacobson Financial Services, LLC 0.26% Reduce -6.4% 1,871 $321K
Alexander Randolph Advisory, Inc. 0.28% Add +0.7% 1,868 $320K
Kinloch Capital, LLC 0.16% Add +0.3% 1,860 $319K
Tranquilli Financial Advisor LLC 0.21% Add +0.2% 1,857 $318K
Basso Capital Management, L.P. 0.30% Reduce -49.3% 1,853 $318K
Cultivar Capital, Inc. 0.27% No change 1,848 $317K
Summit Investment Advisory Services, LLC 0.19% Add +56.1% 1,842 $316K
Kathleen S. Wright Associates Inc. 0.15% Add +337.3% 1,841 $316K
Ironwood Investment Management LLC 0.15% No change 1,836 $315K
Delta Accumulation, LLC 1.94% Add +0.1% 1,831 $314K
Breakwater Investment Management 0.14% — 1,827 $313K
EntryPoint Capital, LLC 0.28% Add +417.6% 1,822 $312K
Buska Wealth Management, LLC 0.14% — 1,821 $312K
AF Advisors, Inc. 0.07% Reduce -0.1% 1,797 $308K
DORVAL Corp 0.14% No change 1,700 $307K
Schiavi & Co LLC 0.12% Reduce -23.0% 1,788 $307K
Hillcrest Wealth Advisors - NY, LLC 0.17% Reduce -4.3% 1,777 $305K
Pacific Wealth Management 0.17% No change 1,580 $304K
IFS Advisors, LLC 0.27% No change 1,770 $304K
First Wilshire Securities Management Inc. 0.09% No change 1,754 $301K
Deane Retirement Strategies, Inc. 0.15% No change 1,704 $292K
iSAM Funds (UK) Ltd 0.17% Add +44.1% 1,700 $292K
Marmo Financial Group, LLC 0.18% Add +56.5% 1,681 $288K
Richardson Capital Management LLC 0.24% Add +558.4% 1,679 $288K
BancFirst Trust & Investment Management 0.14% Reduce -29.9% 1,673 $287K
FNY Investment Advisers, LLC 0.17% New 1,666 $285K
Acute Investment Advisory, LLC 0.19% Reduce -67.0% 1,661 $285K
Frontier Asset Management, LLC 0.10% Reduce -48.1% 1,655 $284K
Triasima Portfolio Management inc. 0.02% Reduce -60.2% 1,633 $280K
Roger Wittlin Investment Advisory, LLC 0.19% New 1,618 $277K
Brooklyn FI, LLC 0.11% Add +2.2% 1,610 $276K
Citadel Investment Advisory, Inc. 0.15% No change 1,600 $274K
Alpha Omega Group, Inc. 0.38% Add +16.2% 1,579 $271K
FMFE Wealth Management, LLC 0.25% No change 1,577 $270K
DSC Advisors, L.P. 0.43% Add +25.7% 1,565 $268K
Systematic Portfolios LLC 0.88% New 1,564 $268K
Resolute Advisors LLC 0.05% No change 1,555 $267K
AIFG Consultants Ltd. 0.19% Reduce -28.7% 1,553 $266K
Shearwater Capital LLC 0.20% No change 1,544 $265K
BCR Wealth Strategies, LLC 0.18% Add +2.2% 1,537 $264K
Vannoy Advisory Group, Inc. 0.20% No change 1,532 $263K
Bear Mountain Capital, Inc. 0.11% Reduce -62.6% 1,563 $263K
Kirr Marbach & Co. LLC 0.06% Add +6.3% 1,522 $261K
Verde Capital Management 0.09% Reduce -45.8% 1,515 $260K
Strategic Equity Management 0.22% Add +30.5% 1,506 $258K
Applied Capital LLC 0.15% Reduce -58.8% 1,502 $258K
MilWealth Group LLC 0.08% No change 1,501 $257K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.04% No change 1,500 $257K
J. Goldman & Co LP 0.01% New 1,500 $257K
Bullseye Investment Management, LLC 0.16% Reduce -10.8% 1,491 $256K
Semmax Financial Advisors Inc. 0.08% Add +111.4% 1,372 $255K
Platt Investment Counsel, LLC 0.24% No change 1,487 $255K
Capital Wealth Management, LLC 0.12% Reduce -72.1% 1,470 $252K
Letson Investment Management, Inc. 0.11% Reduce -3.7% 1,469 $252K
Disciplined Growth Investors Inc. 0.00% No change 1,464 $251K
Arbor Wealth Advisors LLC 0.24% Add +0.1% 1,456 $250K
Kraft Asset Management, LLC 0.20% Add +20.1% 1,447 $248K
Weitzel Financial Services, Inc. 0.13% Reduce -26.7% 1,458 $248K
Meixler Investment Management, Ltd. 0.19% Reduce -35.3% 1,441 $247K
Luminvest Wealth Management LLC 0.15% No change 1,165 $242K
Asset Planning Services Inc. /La/ 0.13% Add +0.1% 1,407 $241K
Revere Asset Management, Inc 0.31% Reduce -19.3% 1,400 $240K
ESL Trust Services, LLC 0.06% No change 1,390 $238K
MontVue Capital Management, Inc. 0.21% Reduce -18.6% 1,388 $238K
Ciovacco Capital Management LLC 0.16% Add +3.4% 1,389 $238K
Burrus Financial Services, Inc. 0.12% Add +0.2% 1,375 $236K
Atlantic Private Wealth, LLC 0.20% No change 1,368 $235K
Windham Capital Management, LLC 0.18% No change 1,326 $227K
Cardinal Capital Management, Inc. 0.01% No change 1,325 $227K
Cornerstone Management, Inc. 0.05% Add +1.7% 1,323 $227K
American Capital Management Inc. 0.01% No change 1,316 $226K
Brown Financial Advisory 0.18% Add +6.2% 1,314 $225K
Touchstone Capital, Inc. 0.28% No change 1,300 $223K
Westend Capital Management, LLC 0.09% — 1,295 $222K
Members Advisory Group LLC 0.12% New 1,285 $220K
Envision Financial Planning, LLC 0.18% Reduce -10.4% 1,281 $220K
Samjo Management, LLC 0.08% No change 1,280 $219K
Financial Life Advisors 0.09% Add +14.9% 1,267 $217K
Axim Planning & Wealth 0.18% Add +4.6% 1,262 $216K
Portland Investment Counsel Inc. 0.07% No change 5,179 $216K
Bay Harbor Wealth Management, LLC 0.08% Add +7.9% 1,256 $215K
Templeton & Phillips Capital Management, LLC 0.20% New 1,256 $215K
Algert Global LLC 0.01% Reduce -27.6% 1,249 $214K
Thor Investment Management Inc. /Oh/ 0.17% Reduce -43.6% 1,233 $211K
Compass Financial Group, Inc. 0.11% New 1,224 $210K
Raymond James Trust Co. of NH 2.08% Add +6.9% 1,219 $209K
Pacific Financial Group Inc. 0.14% New 1,212 $208K
Fee-Only Financial Planning, L.C. 0.14% No change 1,202 $206K
Safir Wealth Advisors, LLC 0.17% No change 1,200 $206K
Stuart Investment Advisors, Inc. 0.13% Reduce -88.4% 1,189 $204K
Schaeffer Financial LLC 0.20% Add +0.1% 1,189 $204K
Nexpoint Asset Management, L.P. 0.03% New 1,100 $189K
Sands Capital Management, LLC 0.00% New 1,021 $175K
nVerses Capital, LLC 0.41% New 1,000 $171K
Mint Tower Capital Management B.V. 0.21% New 985 $169K
Hoese & Co LLP 0.14% Reduce -11.6% 855 $155K
Family CFO Inc 0.09% No change 890 $153K
Access Investment Management LLC 0.05% New 817 $140K
EMC Capital Management 0.08% Add +0.1% 831 $140K
Perritt Capital Management Inc 0.07% Reduce -11.4% 779 $134K
MidAtlantic Capital Management, Inc. 0.10% No change 688 $118K
Disciplina Capital Management LLC 0.02% No change 682 $117K
Disciplined Equity Management, Inc. 0.08% Reduce -90.8% 666 $114K
Fairway Wealth LLC 0.07% No change 644 $111K
Hussman Strategic Advisors, Inc. 0.03% No change 630 $108K
Grayhawk Investment Strategies Inc. 0.09% No change 588 $101K
Friedenthal Financial 0.06% No change 578 $99K
Paloma Partners Management Co 0.02% Reduce -71.3% 553 $95K
Cordant, Inc. 0.05% No change 505 $87K
Clarity Asset Management, Inc. 0.05% Reduce -0.5% 441 $76K
PayPay Securities Corp 3.26% Add +7.0% 381 $65K
TFO Wealth Partners, LLC 0.01% Reduce -64.1% 366 $63K
Badgley Phelps Wealth Managers, LLC 0.00% Reduce -100.0% 353 $61K
Morgan Dempsey Capital Management LLC 0.02% Reduce -5.7% 330 $57K
Bull Oak Capital, LLC 0.04% Reduce -99.8% 328 $56K
Quarry LP 0.02% Add +23.0% 294 $50K
Mango Five Family, Inc. 0.01% Reduce -26.9% 217 $37K
4Thought Financial Group Inc. 0.02% No change 206 $35K
Christopher J. Hasenberg, Inc 0.02% New 202 $35K
Kessler Investment Group, LLC 0.01% Add +7.1% 120 $21K
AM Squared Ltd 0.05% New 100 $17K
USA Financial Formulas 0.00% Reduce -58.7% 88 $15K
Longfellow Investment Management Co. LLC 0.00% No change 81 $14K
Consultiva Wealth Management, Corp. 0.09% — 53 $9K
Berkshire Capital Holdings Inc. 0.00% No change 10 $2K
Capco Asset Management, LLC 0.00% No change 8 $1K
Globeflex Capital L P 0.00% New 2 $343

"% of holder's portfolio" is AAPL's weight in each manager's 13F, not the share of Apple Inc. the manager owns.