AppleAAPL

13F holders, Q2 2024 (June 30)
5,127holders +107
169new positions
88sold out
30famous investors
$211.54avg. 13F price*

At the end of Q2 2024, 5,127 institutions reported holding Apple Inc. (AAPL) in their 13F filings, up 107 from Q1 2024. 169 opened new positions and 88 sold out. The largest holders were Vanguard Group Inc. ($279.1B), BlackRock Inc. ($221.2B) and State Street Corp. ($111.2B). 30 famous investors held it, including Duan Yongping (81.0% of H&H International Investment's portfolio), Warren Buffett (30.1% of Berkshire Hathaway's portfolio) and Li Lu (6.2% 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 → Q2 2024

InstitutionsTotal Value
New Positions169$9.8B
Exits88$2.6B

All 13F filers, Q1 2024 → Q2 2024: 600,482,446 shares bought and 583,914,442 shares sold, net +16,568,004 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5,127 holders

Vanguard Group Inc. 5.36% Add +0.5% 1,324,970,227 $279.1B
BlackRock Inc. 5.02% Add +0.9% 1,050,215,752 $221.2B
State Street Corp. 4.87% Reduce -10.3% 528,075,179 $111.2B
Berkshire Hathaway 30.09% Reduce -49.3% 400,000,000 $84.2B
FMR LLC 4.67% Add +19.6% 345,635,357 $72.8B
Geode Capital Management, LLC 5.78% Add +1.8% 313,373,713 $65.8B
Morgan Stanley 3.77% Add +4.1% 231,033,440 $48.7B
T. Rowe Price Associates Inc. 5.76% Add +10.4% 228,488,778 $48.1B
JPMorgan Chase & Co. 3.30% Add +15.9% 181,392,989 $38.2B
Norges Bank 5.59% Add +7.3% 177,534,454 $37.4B
Northern Trust Corp. 5.43% Reduce -0.8% 152,959,593 $32.2B
Bank of America Corp. 2.48% Add +1.3% 122,648,054 $25.8B
Bank of New York Mellon Corp 4.49% Reduce -1.7% 112,393,661 $23.7B
Legal & General Group Plc 6.50% Reduce -3.4% 109,213,462 $23.0B
Wellington Management Group LLP 3.91% Add +73.8% 103,918,478 $21.9B
Goldman Sachs Group Inc. 3.73% Add +19.0% 90,574,800 $19.1B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 5.43% Add +19.7% 89,826,303 $18.9B
Charles Schwab Investment Management Inc. 3.58% Add +2.7% 89,048,990 $18.8B
Nuveen Asset Management, LLC 5.08% Add +7.2% 82,430,109 $17.4B
Bank of Montreal 5.00% Add +3.1% 32,958,962 $16.5B
Capital Research Global Investors 3.20% Add +117.4% 69,095,342 $14.6B
H&H International Investment 80.95% Reduce -1.0% 63,924,255 $13.5B
Royal Bank of Canada 3.13% Add +4.1% 61,546,452 $13.0B
Invesco Ltd. 2.75% Add +14.0% 61,451,477 $12.9B
Wells Fargo & Company 3.26% Add +2.5% 59,909,165 $12.6B
Fisher Asset Management 5.27% Add +2.9% 57,503,020 $12.1B
Barclays PLC 5.51% Reduce -20.7% 56,832,095 $12.0B
UBS Group AG 3.65% Add +11.4% 56,408,309 $11.9B
Amundi 4.40% Add +18.9% 51,814,186 $11.5B
Capital International Investors 2.34% Add +45.1% 53,913,441 $11.4B
Dimensional Fund Advisors LP 2.92% Add +5.5% 52,981,808 $11.2B
Ameriprise Financial Inc. 2.96% Add +6.7% 51,765,589 $10.9B
Swiss National Bank 6.29% Reduce -1.3% 43,433,968 $9.1B
HSBC Holdings PLC 5.78% Add +4.7% 42,541,938 $9.0B
Capital World Investors 1.44% Add +120.6% 41,996,382 $8.8B
Deutsche Bank AG 3.96% Add +2.0% 41,609,648 $8.8B
Jennison Associates LLC 5.52% Add +38.6% 40,910,592 $8.6B
Franklin Resources Inc. 2.56% Add +5.0% 39,103,208 $8.2B
California Public Employees Retirement System 5.98% Add +2.0% 38,680,300 $8.1B
American Century Companies Inc. 4.47% Add +3.2% 34,619,614 $7.3B
Sumitomo Mitsui Trust Group, Inc. 5.29% Reduce -6.7% 34,054,055 $7.2B
Janus Henderson Group PLC 3.56% Add +7.9% 31,564,800 $6.6B
Massachusetts Financial Services Co. 1.87% Reduce -2.2% 28,834,350 $6.1B
Rhumbline Advisers 5.69% Reduce -0.1% 28,748,869 $6.1B
Alliancebernstein L.P. 2.08% Add +3.6% 28,372,768 $6.0B
Arrowstreet Capital, Limited Partnership 5.25% Reduce -8.2% 28,315,484 $6.0B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 6.46% Add +40.4% 27,626,399 $5.8B
State Farm Mutual Automobile Insurance Co. 4.88% Reduce -0.2% 25,661,032 $5.4B
National Pension Service 5.92% Reduce -1.9% 24,466,074 $5.2B
California State Teachers Retirement System 6.14% Reduce -0.9% 23,774,002 $5.0B
New York State Common Retirement Fund 5.83% Reduce -0.1% 21,098,820 $4.4B
Jane Street Group, LLC 4.75% Add +320.4% 20,743,124 $4.4B
Principal Financial Group Inc. 2.54% Reduce -0.3% 20,309,606 $4.3B
Mitsubishi UFJ Asset Management Co., Ltd. 5.15% Add +11.4% 20,046,993 $4.2B
Swedbank AB 5.63% Add +13.4% 20,008,650 $4.2B
PNC Financial Services Group, Inc. 2.80% Reduce -1.9% 19,984,393 $4.2B
Voya Investment Management LLC 4.71% Add +62.3% 19,878,135 $4.2B
Nordea Investment Management AB 4.88% Add +12.6% 19,417,911 $4.2B
Raymond James & Associates 2.69% Add +5.3% 19,451,194 $4.1B
Sanders Capital, LLC 5.92% Add +1.4% 18,357,826 $3.9B
LPL Financial LLC 1.85% Add +7.3% 17,635,633 $3.7B
Citigroup Inc. 3.53% Add +1.3% 17,358,917 $3.7B
Neuberger Berman Group LLC 2.99% Add +5.3% 17,309,963 $3.6B
Manufacturers Life Insurance Company, The 3.39% Reduce -0.3% 17,157,132 $3.6B
Fayez Sarofim & Co 9.58% Add +6.9% 16,861,612 $3.6B
TD Asset Management Inc 3.29% Add +10.3% 16,745,201 $3.5B
Clearbridge Investments, LLC 2.69% Add +0.5% 15,725,503 $3.3B
Prudential Financial Inc. 4.84% Reduce -10.9% 15,318,016 $3.2B
Ensign Peak Advisors, Inc 5.60% Reduce -5.1% 14,542,663 $3.1B
State Board of Administration of Florida Retirement System 5.92% Reduce -13.2% 14,282,721 $3.0B
New York State Teachers Retirement System 6.17% Reduce -5.0% 13,891,179 $2.9B
Adage Capital Partners Gp, L.L.C. 5.41% Reduce -0.5% 13,878,379 $2.9B
Mariner, LLC 5.52% Add +7.2% 13,519,619 $2.8B
Aberdeen Group plc 5.43% Add +10.3% 13,446,114 $2.8B
CANADA LIFE ASSURANCE Co 5.27% Add +5.5% 13,310,766 $2.8B
National Bank of Canada 4.24% Reduce -31.0% 12,577,008 $2.7B
Millennium Management 2.30% Add +67.5% 12,809,102 $2.7B
Assenagon Asset Management S.A. 6.72% Add +65.0% 12,803,670 $2.7B
BNP Paribas Financial Markets 2.95% Reduce -15.2% 12,775,334 $2.7B
Envestnet Asset Management Inc. 0.92% Add +13.3% 12,564,265 $2.6B
Corient Private Wealth LP 4.60% Add +5.8% 12,521,740 $2.6B
APG Asset Management N.V. 4.69% Reduce -8.4% 13,381,791 $2.6B
Bessemer Group Inc. 4.56% Add +3.3% 12,284,193 $2.6B
CIBC Private Wealth Group LLC 4.85% Add +11.7% 11,350,192 $2.6B
Schroder Investment Management Group 2.80% Add +6.9% 12,024,271 $2.5B
Commonwealth Equity Services, LLC 4.00% Reduce -0.2% 11,989,274 $2.5B
Canada Pension Plan Investment Board 2.44% Add +2.0% 11,759,611 $2.5B
Stifel Financial Corp. 2.77% Add +3.2% 11,672,054 $2.5B
HighTower Advisors, LLC 3.69% Reduce -2.1% 11,301,425 $2.4B
US Bancorp \de 3.24% Add +0.1% 11,297,256 $2.4B
Korea Investment CORP 5.98% Reduce -0.3% 11,273,321 $2.4B
GQG Partners LLC 3.59% New 11,257,183 $2.4B
DekaBank Deutsche Girozentrale 4.23% Add +9.6% 10,865,090 $2.4B
Robeco Institutional Asset Management B.V. 5.02% Add +4.9% 11,075,887 $2.3B
Victory Capital Management Inc. 2.37% Reduce -0.6% 11,026,940 $2.3B
Bank of Nova Scotia 4.56% Reduce -0.7% 10,926,353 $2.3B
Russell Investments Group, Ltd. 3.60% Add +9.1% 10,565,265 $2.2B
Allianz Asset Management GmbH 3.57% Add +18.3% 10,485,849 $2.2B
Lazard Asset Management LLC 2.97% Add +19.0% 10,421,017 $2.2B
Toronto Dominion Bank 3.39% Reduce -4.2% 10,026,903 $2.1B
Healthcare of Ontario Pension Plan Trust Fund 6.26% Add +13.8% 10,009,191 $2.1B
D. E. Shaw & Co. 3.21% Reduce -32.6% 9,997,787 $2.1B
Royal London Asset Management Ltd. 5.30% Reduce -5.7% 9,862,394 $2.1B
Chevy Chase Trust Holdings, LLC 6.54% Reduce -1.8% 9,729,510 $2.0B
Baird Financial Group, Inc. 4.13% Add +1.0% 9,450,232 $2.0B
FIL Ltd 1.97% Add +27.6% 9,438,322 $2.0B
Macquarie Group Ltd. 2.28% Add +12.5% 9,421,796 $2.0B
Raymond James Financial Services Advisors, Inc. 2.81% Add +1.4% 9,368,403 $2.0B
Creative Planning 2.08% Add +1.6% 9,255,509 $1.9B
Los Angeles Capital Management LLC 6.89% Reduce -1.4% 9,151,228 $1.9B
Mitsubishi UFJ Trust & Banking Corp 4.47% Reduce -4.2% 8,902,704 $1.9B
Aviva PLC 5.19% Add +21.4% 8,716,283 $1.8B
State of Wisconsin Investment Board 4.87% Reduce -0.6% 8,705,570 $1.8B
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 4.65% Add +3.1% 8,552,673 $1.8B
Pictet Asset Management Holding SA 2.05% Reduce -1.3% 8,501,764 $1.8B
T. Rowe Price Investment Management, Inc. 1.10% Reduce -0.9% 8,269,520 $1.7B
AQR Capital Management 2.65% Reduce -2.3% 8,219,549 $1.7B
Winslow Capital Management, LLC 6.18% Add +13.5% 8,129,120 $1.7B
Caisse de depot et placement du Quebec 4.15% Add +5.7% 8,107,652 $1.7B
Parnassus Investments, LLC 3.71% Reduce -1.0% 8,088,682 $1.7B
Marshall Wace, LLP 2.43% Add +45.4% 8,068,659 $1.7B
Danske Bank A/S 6.18% Reduce -8.9% 7,952,499 $1.7B
Zurcher Kantonalbank (Zurich Cantonalbank) 5.30% Add +5.8% 7,731,445 $1.6B
Storebrand Asset Management As 5.16% Reduce -1.5% 7,375,521 $1.6B
ProShare Advisors LLC 4.15% Reduce -12.1% 7,359,115 $1.5B
Public Employees Retirement Association of Colorado 6.46% Reduce -0.8% 7,341,186 $1.5B
Circle Wealth Management, LLC 35.41% Reduce -2.4% 7,273,666 $1.5B
AXA S.A. 4.55% Reduce -6.8% 7,220,763 $1.5B
Truist Financial Corp. 2.25% Add +1.8% 6,994,703 $1.5B
Public Employees Retirement System of Ohio 5.65% Reduce -6.5% 6,867,195 $1.4B
Mackenzie Financial Corp. 2.12% Add +12.7% 6,776,080 $1.4B
First Manhattan Co. Llc. 4.56% Reduce -2.3% 6,742,254 $1.4B
Treasurer of the State of North Carolina 5.89% Reduce -1.5% 6,588,672 $1.4B
Handelsbanken Fonder AB 6.03% Add +4.5% 6,587,827 $1.4B
Blair William & Co. 4.16% Add +5.1% 6,407,746 $1.3B
Nomura Asset Management Co. Ltd. 4.59% Add +11.6% 6,329,229 $1.3B
Sei Investments Co. 1.89% Add +17.9% 6,323,592 $1.3B
Natixis Advisors, LLC 2.90% Add +19.5% 6,321,897 $1.3B
Jacobs Levy Equity Management, Inc. 5.48% Reduce -8.1% 6,293,785 $1.3B
ING Groep NV 7.82% Add +24.3% 6,260,299 $1.3B
Susquehanna International Group, LLP 2.33% Reduce -29.6% 6,220,803 $1.3B
Fifth Third Bancorp 4.98% Add +0.8% 6,202,902 $1.3B
Two Sigma Advisers, LP 2.91% Reduce -5.6% 6,199,000 $1.3B
KBC Group NV 3.92% Reduce -24.4% 6,161,385 $1.3B
Cerity Partners LLC 3.52% Reduce -5.7% 6,154,405 $1.3B
King Luther Capital Management Corp. 5.80% Reduce -0.9% 6,067,736 $1.3B
Wealth Enhancement Advisory Services, LLC 3.03% Add +8.4% 6,054,038 $1.3B
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 3.05% — 6,048,237 $1.3B
GMO 4.28% Add +32.5% 6,013,397 $1.3B
STRS Ohio 4.96% Reduce -1.7% 5,961,186 $1.3B
1832 Asset Management L.P. 2.26% Add +115.5% 5,938,741 $1.3B
Flossbach Von Storch SE 5.22% Reduce -4.1% 5,903,329 $1.2B
Rockefeller Capital Management L.P. 3.52% Add +1.1% 5,886,317 $1.2B
M&T Bank Corp 4.16% Add +4.4% 5,783,475 $1.2B
Asset Management One Co., Ltd. 4.66% Reduce -2.4% 5,779,477 $1.2B
Acadian Asset Management LLC 3.72% Add +79.6% 5,730,238 $1.2B
Keybank National Association 4.86% Reduce -3.4% 5,644,487 $1.2B
State of Tennessee, Department of Treasury 4.32% Reduce -3.4% 5,576,068 $1.2B
Panagora Asset Management Inc. 5.86% Add +3.2% 5,535,883 $1.2B
Osaic Holdings, Inc. 2.75% Reduce -25.4% 5,519,724 $1.2B
Citadel Advisors 1.16% Add +93.3% 5,472,500 $1.2B
Retirement Systems of Alabama 4.43% Reduce -2.5% 5,435,708 $1.1B
State of New Jersey Common Pension Fund D 4.95% Reduce -35.6% 5,392,027 $1.1B
Thrivent Financial for Lutherans 2.28% Add +15.1% 5,351,307 $1.1B
Cetera Investment Advisers 2.53% Reduce -14.3% 5,216,955 $1.1B
Skandinaviska Enskilda Banken AB (publ) 5.20% Reduce -4.3% 5,143,974 $1.1B
Bank Julius Baer & Co. Ltd, Zurich 4.08% Reduce -5.0% 4,659,408 $1.1B
Man Group plc 2.87% Add +2.0% 5,017,151 $1.1B
Qube Research & Technologies Ltd 1.91% Add +31.3% 4,919,163 $1.0B
Brown Advisory Inc. 1.34% Reduce -0.6% 4,863,905 $1.0B
Captrust Financial Advisors 3.29% Reduce -5.2% 4,848,320 $1.0B
Allspring Global Investments Holdings, LLC 1.64% Add +6.3% 4,786,956 $1.0B
Fred Alger Management, LLC 4.89% Add +10.4% 4,771,308 $1.0B
Janney Montgomery Scott LLC 3.06% Add +3.0% 4,767,278 $1.0B
Menora Mivtachim Holdings LTD. 6.69% Add +22.9% 4,672,958 $984.2M
Resona Asset Management Co.,Ltd. 5.83% Reduce -5.7% 4,582,513 $967.1M
Viking Global Investors 3.72% Add +18.6% 4,590,693 $966.9M
Mirae Asset Global Investments Co., Ltd. 4.76% Reduce -62.9% 4,488,291 $955.4M
Nisa Investment Advisors, LLC 6.01% Add +1.0% 4,535,299 $955.2M
MetLife Investment Management, LLC 5.66% Add +12.9% 4,521,351 $952.3M
Cambridge Investment Research Advisors, Inc. 3.47% Reduce -1.9% 4,452,615 $937.8M
Everett Harris & Co. 11.89% Reduce -0.8% 4,403,688 $927.5M
First Trust Advisors LP 0.95% Reduce -0.1% 4,393,915 $925.4M
UniSuper Management Pty Ltd 7.60% Add +11.8% 4,349,750 $916.1M
Calamos Advisors LLC 6.42% Reduce -1.4% 4,332,084 $912.4M
State of Michigan Retirement System 4.65% Reduce -0.4% 4,294,525 $904.5M
Arizona State Retirement System 5.98% Add +0.9% 4,252,860 $895.7M
DNB Asset Management AS 4.27% Add +16.6% 4,244,715 $894.0M
AustralianSuper Pty Ltd 5.06% Reduce -15.1% 4,168,078 $877.9M
Cibc World Market Inc. 2.18% Add +25.4% 4,165,011 $877.2M
Performance Wealth Partners, LLC 31.99% Add +0.6% 4,121,295 $868.0M
Glenmede Trust Co. NA 4.37% Add +1.6% 4,093,842 $862.2M
Corebridge Financial, Inc. 4.73% — 4,088,081 $861.0M
Commerce Bank 5.44% Add +0.1% 3,985,502 $839.4M
Natixis 5.27% Reduce -14.3% 3,969,000 $836.0M
William Blair Investment Management, LLC 2.19% New 3,961,485 $834.4M
Comerica Bank 3.46% Reduce -2.5% 3,941,190 $830.1M
Jensen Investment Management Inc. 6.69% Reduce -0.4% 3,884,083 $818.1M
Focus Partners Wealth 2.73% Add +106.4% 3,842,521 $809.3M
Westfield Capital Management Co. LP 3.94% Add +17.8% 3,812,231 $802.9M
SpiderRock Advisors, LLC 21.03% Add +21.3% 3,794,718 $799.2M
Cardano Risk Management B.V. 14.97% Add +25.1% 3,619,248 $762.3M
CIBC Asset Management Inc 2.70% Reduce -0.9% 3,600,521 $758.3M
Forsta Ap-Fonden 6.72% Reduce -8.0% 3,599,300 $758.1M
Hudson Bay Capital Management LP 6.63% Add +39.0% 3,577,934 $753.6M
Teacher Retirement System of Texas 4.28% Add +4.0% 3,573,202 $752.6M
Candriam S.C.A. 4.58% Reduce -5.8% 3,555,963 $748.9M
Zurich Insurance Group Ltd 6.46% Add +25.6% 3,536,434 $744.8M
Public Sector Pension Investment Board 4.71% Add +53.8% 3,524,511 $742.3M
Xponance LLC 7.55% Reduce -0.1% 3,505,428 $738.3M
Northwestern Mutual Wealth Management Co. 0.72% Add +2.7% 3,475,650 $732.1M
Cresset Asset Management, LLC 3.05% Add +20.2% 3,405,551 $717.3M
Cibc World Markets Corp. 4.58% Add +28.4% 3,307,493 $696.6M
Scotia Capital Inc. 4.07% Add +0.3% 3,296,039 $694.2M
Cincinnati Financial Corp. 14.43% Reduce -1.7% 3,181,016 $670.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 4.41% Reduce -0.6% 3,166,057 $666.8M
Capitolis Liquid Global Markets LLC 8.19% Add +26.1% 3,144,127 $662.2M
Sustainable Growth Advisers, LP 2.91% Add +15884.2% 3,125,874 $658.4M
Fort Washington Investment Advisors Inc. 4.27% Reduce -0.6% 3,114,141 $655.9M
Rathbones Group PLC 3.57% Add +1.2% 3,113,501 $655.8M
Amalgamated Bank 5.57% Reduce -1.6% 3,105,232 $654.0M
Credit Agricole S A 3.99% Add +141.9% 3,089,373 $650.7M
CI Investments Inc. 2.53% Add +39.1% 3,055,273 $643.5M
Sarasin & Partners LLP 5.65% Add +30.0% 3,029,334 $638.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 3.82% Add +70.5% 3,004,135 $632.7M
IFM Investors Pty Ltd 6.40% Add +0.5% 2,994,490 $630.7M
Daiwa Securities Group Inc. 3.38% Add +14.2% 2,970,982 $625.7M
London Co. of Virginia 3.51% Reduce -5.1% 2,967,711 $625.1M
Mn Services Vermogensbeheer B.V. 4.45% Reduce -2.3% 2,925,692 $616.2M
Gateway Investment Advisers LLC 6.93% Reduce -2.9% 2,907,424 $612.4M
Pinebridge Investments, L.P. 4.93% Reduce -9.1% 2,904,310 $611.7M
Varma Mutual Pension Insurance Co 4.84% Add +4.7% 2,856,094 $601.6M
Ninety One UK Ltd 1.65% Add +17.7% 2,836,538 $597.4M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 7.54% No change 2,800,000 $589.7M
Tairen Capital Ltd 21.14% New 2,796,278 $589.0M
Tredje AP-fonden 5.68% Add +5.0% 2,793,425 $588.4M
AMF Tjanstepension AB 4.39% Reduce -15.4% 2,791,637 $588.1M
Pathstone Holdings, LLC 2.65% Reduce -5.9% 2,783,765 $586.3M
Intech Investment Management LLC 7.29% Reduce -7.4% 2,783,683 $586.3M
Lido Advisors, LLC 4.84% Add +8.9% 2,772,841 $584.0M
USS Investment Management Ltd 4.66% Reduce -0.3% 2,762,166 $581.4M
Banco Bilbao Vizcaya Argentaria, S.A. 6.10% Add +44.1% 2,743,469 $581.1M
Czech National Bank 6.62% Add +7.5% 2,746,739 $578.5M
B. Metzler seel. Sohn & Co. AG 5.48% Reduce -0.6% 2,695,608 $567.7M
Alphinity Investment Management Pty Ltd 4.18% New 2,694,337 $567.5M
Clear Street LLC 13.53% Add +28.6% 2,687,600 $566.1M
Nissay Asset Management Corp. /Japan 3.72% Add +9.7% 2,671,190 $562.6M
Kestra Advisory Services, LLC 3.15% Add +8.3% 2,667,855 $561.9M
SG Americas Securities, LLC 3.61% Reduce -56.3% 2,663,859 $561.1M
Worldquant Millennium Advisors LLC 5.09% Add +50.1% 2,651,556 $558.5M
Balyasny Asset Management L.P. 1.46% Add +981.1% 2,624,346 $552.7M
Connor, Clark & Lunn Investment Management Ltd. 2.30% Reduce -17.9% 2,604,663 $548.6M
BSN CAPITAL PARTNERS Ltd 35.91% New 2,575,000 $548.2M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 6.15% — 2,587,769 $545.0M
Federated Hermes, Inc. 1.27% Reduce -2.3% 2,542,666 $535.5M
Haverford Trust Co 5.55% Add +0.7% 2,503,437 $527.3M
DSM Capital Partners LLC 7.36% Add +81630.7% 2,412,689 $508.2M
Utah Retirement Systems 5.99% Reduce -5.4% 2,395,539 $504.5M
AEGON ASSET MANAGEMENT UK Plc 7.04% Reduce -1.9% 2,380,067 $500.6M
Huntington National Bank 5.07% Reduce -2.4% 2,332,875 $491.4M
Private Advisor Group, LLC 3.27% Add +9.6% 2,311,231 $486.8M
Swiss Life Asset Management Ltd 5.72% Add +9.9% 2,303,547 $485.2M
Assetmark, Inc. 1.48% Add +9.8% 2,268,842 $477.9M
Primecap Management Co. 0.34% Add +19.0% 2,250,800 $474.1M
NewEdge Advisors, LLC 3.43% Add +11.6% 2,239,346 $471.7M
Guggenheim Capital LLC 3.38% Add +3.1% 2,237,109 $471.2M
Williams Jones Wealth Management, LLC. 5.75% Add +1.6% 2,199,863 $463.3M
Mediolanum International Funds Ltd 7.58% Reduce -1.2% 2,317,519 $463.2M
Capital Wealth Planning, LLC 4.84% Add +31.6% 2,191,814 $461.6M
Saturna Capital Corp. 6.09% Reduce -0.7% 2,179,793 $459.1M
MML Investors Services, LLC 1.85% Add +3.3% 2,168,628 $456.8M
New York Life Investment Management LLC 4.57% Reduce -1.2% 2,159,859 $454.9M
Yarbrough Capital, LLC 18.42% No change 2,108,540 $444.1M
Employees Retirement System of Texas 4.88% Add +4.3% 2,105,779 $443.5M
QRG Capital Management, Inc. 5.17% Add +6.7% 2,068,092 $435.6M
Squarepoint Ops LLC 1.63% Reduce -35.4% 2,051,605 $432.1M
State of Alaska, Department of Revenue 4.80% Add +2.2% 2,031,926 $428.0M
Steward Partners Investment Advisory, LLC 4.48% Add +1.4% 2,018,040 $425.0M
Cwm, LLC 1.99% Add +2.4% 2,000,264 $421.3M
Boston Trust Walden Corp 3.11% Reduce -6.4% 1,989,960 $419.1M
Cullen/Frost Bankers, Inc. 6.03% Reduce -0.7% 1,977,953 $416.6M
Third Point 4.74% New 1,950,000 $410.7M
Empower Advisory Group, LLC 1.52% Reduce -0.4% 1,941,821 $409.0M
Johnson Investment Counsel Inc. 4.30% Reduce -1.2% 1,939,890 $408.6M
Factory Mutual Insurance Co. 4.65% Add +0.9% 1,938,629 $408.3M
EP Wealth Advisors, LLC 4.31% Add +5.2% 1,928,110 $406.1M
NorthCoast Asset Management LLC 3.47% Add +80.0% 1,924,814 $405.4M
Teachers Retirement System of the State of Kentucky 3.63% Add +0.4% 1,917,646 $403.9M
Welch & Forbes LLC 5.37% Add +0.1% 1,787,277 $402.6M
Rafferty Asset Management, LLC 1.49% Reduce -51.8% 1,910,289 $402.3M
Tiaa Trust, National Association 1.23% Add +2.8% 1,886,249 $397.3M
Mutual of America Capital Management LLC 4.34% Reduce -3.8% 1,884,090 $396.8M
Yousif Capital Management, LLC 4.45% Reduce -2.3% 1,867,644 $393.4M
LGT Group Foundation 6.20% Add +53.9% 1,865,175 $392.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 4.60% Add +2.7% 1,849,964 $389.6M
Epoch Investment Partners, Inc. 1.76% Add +46.3% 1,835,228 $386.5M
Jupiter Asset Management Ltd. 3.62% Reduce -20.8% 1,820,459 $383.4M
Beacon Pointe Advisors, LLC 4.50% Reduce -8.1% 1,803,379 $379.8M
Bridges Investment Management Inc. 5.76% Add +99.5% 1,798,340 $378.8M
Bartlett & Co. Wealth Management LLC 5.75% Reduce -2.2% 1,798,301 $378.8M
Evercore Wealth Management, LLC 5.90% Reduce -1.5% 1,780,124 $374.9M
Federation des caisses Desjardins du Quebec 2.00% Add +30.0% 1,766,300 $372.0M
OMERS ADMINISTRATION Corp 3.58% Add +101.0% 1,762,706 $371.3M
Sanctuary Advisors, LLC 2.69% — 2,185,450 $370.0M
Magellan Asset Management Ltd 3.51% Add +17.0% 1,750,673 $368.7M
MAI Capital Management 3.63% Add +1.0% 1,747,321 $368.0M
Whittier Trust Co. 5.16% Add +4.3% 1,726,056 $363.5M
Renaissance Technologies 0.61% Add +316.2% 1,721,444 $362.6M
Atalanta Sosnoff Capital, LLC 8.11% Add +26.0% 1,707,961 $359.7M
HM Payson & Co. 6.50% Add +1.6% 1,699,687 $358.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 3.29% Reduce -2.4% 1,522,919 $357.6M
Ieq Capital, LLC 4.75% Add +4.4% 1,675,713 $352.9M
SVB Wealth LLC 8.67% Reduce -1.5% 1,662,657 $350.2M
AE Wealth Management LLC 3.45% Add +26.4% 1,639,277 $345.3M
Regions Financial Corp. 2.62% Reduce -1.4% 1,637,707 $344.9M
Achmea Investment Management B.V. 6.16% Reduce -0.9% 1,635,188 $344.4M
Fiduciary Trust Co 5.04% Reduce -1.5% 1,593,516 $335.6M
Point72 Asset Management 1.09% New 1,573,924 $331.5M
Peapack Gladstone Financial Corp. 5.08% Reduce -1.0% 1,568,982 $330.5M
Vanguard Personalized Indexing Management, LLC 6.25% Add +11.0% 1,566,922 $328.4M
Fundsmith 1.34% Reduce -2.4% 1,558,589 $328.3M
Lord, Abbett & Co. LLC 1.07% Add +152.0% 1,544,886 $325.4M
Investment Management Corp of Ontario 8.78% Reduce -0.8% 1,539,614 $324.3M
TD Waterhouse Canada Inc. 2.90% Reduce -0.4% 1,488,109 $323.1M
United Capital Financial Advisors, LLC 2.75% Reduce -12.7% 1,517,970 $319.7M
D.A. Davidson & Co. 2.82% Add +2.3% 1,510,022 $318.0M
RJA Asset Management LLC 88.50% No change 1,485,179 $312.8M
HRT Financial LP 1.75% Add +202.8% 1,481,994 $312.1M
Polar Capital Holdings Plc 1.85% Add +6.1% 1,478,606 $311.4M
Erste Asset Management GmbH 4.12% Add +11.1% 1,456,947 $310.9M
DAVENPORT & Co LLC 1.94% Add +31.1% 1,456,141 $307.0M
Crestwood Advisors Group, LLC 6.33% Reduce -0.2% 1,452,118 $305.9M
Capula Management Ltd 3.41% Add +429.8% 1,447,570 $304.9M
Pacer Advisors, Inc. 0.72% Add +2.3% 1,446,358 $304.6M
Congress Asset Management Co. 2.17% Add +1.5% 1,437,926 $302.9M
Greenbrier Partners Capital Management, LLC 24.94% No change 1,435,993 $302.4M
iA Global Asset Management Inc. 5.77% Add +10.0% 1,435,417 $302.3M
Vontobel Holding Ltd. 0.98% Reduce -7.2% 1,435,151 $302.3M
Financial Counselors Inc. 4.80% Add +1.9% 1,416,737 $298.4M
Employees Provident Fund Board 4.74% Add +19.5% 1,407,810 $296.5M
BI Asset Management Fondsmaeglerselskab A/S 4.82% Add +7.3% 1,397,699 $294.4M
UMB Bank, n.a. 4.82% Reduce -2.1% 1,395,506 $293.9M
Two Sigma Investments, LP 0.71% Add +7.2% 1,381,879 $291.1M
Tower Research Capital LLC (TRC) 4.91% Add +36.3% 1,380,993 $290.9M
CENTRAL TRUST Co 7.08% Reduce -2.9% 1,373,214 $289.2M
Axiom Investors LLC 2.51% Add +271.6% 1,368,678 $288.3M
Quantinno Capital Management LP 5.16% Add +18.1% 1,361,170 $286.7M
Prudential PLC 1.99% Add +8.4% 1,360,819 $286.6M
Cowen and Company, LLC 7.92% Add +484.6% 1,344,487 $283.2M
Pinnacle Associates Ltd. 4.43% Add +1.4% 1,342,531 $282.8M
Elo Mutual Pension Insurance Co 6.61% Reduce -0.2% 1,339,988 $282.2M
Prio Wealth Limited Partnership 8.30% Reduce -6.8% 1,321,332 $278.3M
Sapient Capital LLC 5.79% Add +5.6% 1,320,049 $278.0M
Clark Capital Management Group, Inc. 2.04% Add +8.0% 1,317,828 $277.6M
O'shaughnessy Asset Management, LLC 2.85% Add +13.6% 1,312,324 $276.4M
Sands Capital Management, LLC 0.81% Add +127948.5% 1,307,375 $275.4M
Mairs & Power Inc. 2.65% Add +36.4% 1,303,200 $274.5M
Himension Capital (singapore) Pte. LTD. 19.41% New 1,301,688 $274.2M
Shelton Capital Management 7.49% Reduce -0.9% 1,301,010 $274.0M
Louisiana State Employees Retirement System 5.22% Reduce -2.0% 1,287,100 $271.1M
Border to Coast Pensions Partnership Ltd 6.40% Reduce -3.4% 1,285,865 $270.9M
Atria Wealth Solutions, Inc. 2.98% Reduce -5.9% 1,278,222 $269.2M
Sequoia Financial Advisors, LLC 3.23% Add +1.7% 1,271,706 $267.8M
Brown Brothers Harriman & Co. 1.99% Add +2.1% 1,252,837 $263.9M
Ferguson Wellman Capital Management, Inc. 5.35% Reduce -12.7% 1,251,083 $263.5M
Alyeska Investment Group, L.P. 1.52% New 1,250,528 $263.4M
Oregon Public Employees Retirement Fund 5.16% Reduce -0.2% 1,238,198 $260.8M
Allworth Financial LP 1.67% Add +23.0% 1,157,448 $259.6M
Markel Group 2.54% Add +0.0% 1,227,290 $258.5M
Wealthfront Advisers LLC 0.86% Add +3.7% 1,218,562 $256.7M
Gulf International Bank (UK) Ltd 6.40% Reduce -3.0% 1,205,387 $253.9M
Marsico Capital Management LLC 7.57% Add +63.2% 1,201,151 $253.0M
Independent Investors Inc. 55.25% Reduce -2.8% 1,195,239 $251.7M
Capital Group Private Client Services, Inc. 2.48% Reduce -4.6% 1,178,172 $248.1M
Perigon Wealth Management, LLC 7.16% Reduce -2.0% 1,171,971 $246.8M
Clal Insurance Enterprises Holdings Ltd 2.56% Add +42.4% 1,160,460 $244.4M
E. Ohman J:or Asset Management AB 6.05% Reduce -2.2% 1,157,018 $243.7M
Oppenheimer & Co. Inc. 3.86% Add +2.2% 1,154,565 $243.2M
Bradley Foster & Sargent Inc. 4.36% Reduce -1.5% 1,149,493 $242.1M
Wolverine Trading, LLC 3.93% Reduce -68.1% 1,140,164 $240.1M
Maryland State Retirement & Pension System 4.40% Reduce -0.6% 1,133,236 $238.7M
Danica Pension, Livsforsikringsaktieselskab 4.88% Add +12.8% 1,130,912 $238.2M
Bristol John W & Co. Inc. 3.84% Reduce -2.2% 1,126,623 $237.3M
Mesirow Financial Investment Management, Inc. 5.32% Reduce -0.8% 1,120,615 $236.1M
HB Wealth Management, LLC 2.75% Add +6.4% 1,116,869 $235.2M
Ethic Inc. 5.51% Add +9.8% 1,115,004 $234.8M
Mizuho Securities USA LLC 5.18% New 1,111,378 $234.1M
Avantax Advisory Services, Inc. 1.66% Add +30.0% 1,104,995 $232.7M
Artemis Investment Management LLP 3.11% Add +271.2% 1,098,251 $231.3M
Quadrature Capital Ltd 3.87% Add +38.0% 1,097,609 $230.9M
Fishman Jay A Ltd. 24.22% Reduce -1.3% 1,091,190 $229.8M
Davis R M Inc. 4.65% Reduce -0.4% 1,088,140 $229.2M
Kentucky Retirement Systems 6.63% Reduce -1.5% 1,086,189 $228.8M
Quilter Plc 5.11% Add +5.7% 1,081,789 $227.8M
Montrusco Bolton Investments Inc. 2.39% Reduce -1.1% 1,081,030 $227.7M
Aristotle Atlantic Partners, LLC 7.36% Add +13.2% 1,078,401 $227.1M
Hollencrest Capital Management 9.90% Reduce -0.1% 1,068,635 $225.1M
Whittier Trust Co. of Nevada Inc. 6.21% Add +1.6% 1,059,896 $223.2M
Stratos Wealth Partners, LTD. 3.59% Add +2.9% 1,052,091 $221.6M
Glenview Trust Co 4.46% Add +0.6% 1,051,956 $221.6M
Kestra Private Wealth Services, LLC 4.42% Add +7.0% 1,047,109 $220.5M
Wedbush Securities Inc. 7.87% Add +0.5% 1,044,851 $220.1M
MBB Public Markets I LLC 4.54% Add +15399.9% 1,043,921 $219.9M
Ofi Invest Asset Management 5.84% Add +22.8% 1,118,291 $219.8M
Advisors Capital Management, LLC 3.83% Add +1.7% 1,041,498 $219.4M
Illinois Municipal Retirement Fund 3.32% Add +2.8% 1,038,870 $218.8M
Stonegate Investment Group, LLC 6.33% Add +1.1% 1,038,104 $218.6M
Busey Bank 7.39% Add +0.8% 1,025,702 $216.0M
Silvant Capital Management LLC 9.53% Reduce -0.2% 1,019,692 $214.8M
Van Eck Associates Corp. 0.30% Add +19.7% 1,014,406 $213.7M
Adams Diversified Equity Fund, Inc. 7.26% Add +15.6% 1,010,100 $212.7M
Salem Investment Counselors Inc. 6.83% Reduce -1.1% 1,004,946 $211.7M
Banco Santander, S.A. 2.61% Add +2.6% 1,000,981 $210.8M
Ilmarinen Mutual Pension Insurance Co 2.46% Add +33.3% 1,000,000 $210.6M
Castle Hook Partners LP 7.27% New 997,472 $210.1M
Groupama Asset Managment 2.84% Add +17.8% 987,754 $208.0M
HighPoint Advisor Group LLC 12.42% Add +3.6% 950,539 $208.0M
Migdal Insurance & Financial Holdings Ltd. 3.47% Add +8.0% 985,700 $207.6M
Pinnacle Financial Partners Inc 4.42% Reduce -0.3% 1,053,336 $206.4M
Verition Fund Management LLC 1.76% Add +299.3% 977,196 $205.8M
Windward Capital Management Co. 17.30% Reduce -2.9% 975,935 $205.6M
Synovus Financial Corp. 2.68% Reduce -0.4% 964,551 $203.2M
Flputnam Investment Management Co. 3.74% Add +8.3% 947,422 $199.5M
KCM Investment Advisors LLC 7.17% Reduce -0.8% 941,647 $198.3M
B. Riley Wealth Advisors, Inc. 5.04% Add +20.9% 940,854 $198.2M
Elevation Point Wealth Partners, LLC 15.62% Reduce -13.1% 935,899 $197.1M
Bokf, NA 3.53% Reduce -0.7% 932,668 $196.4M
PGGM Investments 2.81% Reduce -6.1% 931,497 $196.2M
Hartford Investment Management Co. 6.67% Reduce -1.6% 923,259 $194.5M
Independent Advisor Alliance 6.64% Add +0.9% 920,737 $193.9M
Integrated Wealth Concepts LLC 2.64% Reduce -0.8% 917,607 $193.3M
NewEdge Wealth, LLC 4.12% Reduce -6.0% 903,760 $190.4M
Abn Amro Investment Solutions 3.46% Reduce -1.6% 902,046 $190.0M
Choreo, LLC 3.16% Add +90.7% 869,690 $188.1M
APG Asset Management US Inc. 1.08% Reduce -15.8% 867,291 $188.0M
Country Trust Bank 4.74% Reduce -0.5% 891,537 $187.8M
Modera Wealth Management, LLC 2.75% Reduce -0.9% 886,667 $186.7M
Cannell & Spears LLC 3.87% Reduce -1.0% 884,505 $186.3M
Clearstead Advisors, LLC 3.18% Add +89.1% 883,308 $186.0M
Wesbanco Bank Inc. 6.88% Reduce -2.6% 873,511 $184.0M
Tocqueville Asset Management L.P. 3.04% Reduce -3.7% 873,221 $183.9M
Gratus Capital, LLC 7.36% Add +34.0% 866,440 $182.5M
Destination Wealth Management 6.03% Reduce -1.8% 866,029 $182.4M
South Dakota Investment Council 3.72% Add +1.4% 860,803 $181.3M
Bailard, Inc. 4.96% Reduce -3.0% 854,154 $179.9M
Nomura Holdings Inc. 1.16% Add +32.9% 854,002 $179.9M
Freedom Together Foundation 19.18% Reduce -16.7% 850,737 $179.2M
Crossmark Global Holdings, Inc. 3.44% Reduce -7.1% 845,940 $178.2M
First Financial Bankshares Inc 4.08% Add +2.4% 845,670 $178.1M
Westwood Holdings Group Inc. 1.47% Add +10.8% 843,938 $177.8M
Rwa Wealth Partners, LLC 2.34% Add +2.5% 841,346 $177.2M
Wilmington Savings Fund Society, FSB 6.79% Reduce -1.7% 840,548 $177.0M
Tidal Investments LLC 2.44% Add +8.7% 838,740 $176.7M
Lockheed Martin Investment Management Co. 10.22% Add +7.2% 838,211 $176.5M
Penserra Capital Management LLC 2.22% Add +13.4% 830,972 $175.0M
Advisory Services Network, LLC 3.61% Add +1.6% 830,077 $174.8M
Securian Asset Management, Inc. 5.09% Reduce -3.1% 828,821 $174.6M
Orion Porfolio Solutions, LLC 1.84% Add +10.8% 826,808 $174.1M
Orion Portfolio Solutions, LLC 1.84% Add +10.8% 826,808 $174.1M
Lazard Freres Gestion S.A.S. 4.01% Add +93.9% 844,925 $174.0M
Prime Capital Investment Advisors, LLC 2.58% Reduce -14.7% 825,177 $173.8M
Biltmore Family Office, LLC 31.80% Reduce -2.0% 820,143 $172.7M
Journey Strategic Wealth LLC 7.32% Add +1.5% 818,422 $172.4M
Bahl & Gaynor LLC 0.96% Reduce -2.1% 817,798 $172.2M
Parallel Advisors, LLC 4.41% Add +4.7% 816,873 $172.0M
Meitav Investment House Ltd. 3.06% Add +224.6% 814,474 $171.7M
Silvercrest Asset Management Group LLC 1.17% Reduce -1.2% 812,650 $171.2M
Badgley Phelps Wealth Managers, LLC 4.23% Add +229798.6% 811,542 $170.9M
Citizens Financial Group Inc. 3.78% Add +58.2% 808,895 $170.4M
ExodusPoint Capital Management, LP 1.86% Add +116.8% 804,588 $169.5M
Metis Global Partners, LLC 5.81% Reduce -1.1% 803,801 $169.3M
Stephens Inc. 2.56% Add +1.0% 797,795 $168.0M
Cullinan Associates Inc. 9.47% Add +4.5% 795,059 $167.5M
SteelPeak Wealth, LLC 7.90% Reduce -7.7% 792,285 $166.9M
Cornerstone Advisors, LLC 6.74% Reduce -2.7% 787,400 $165.8M
Daiichi Life Insurance Co., Ltd. 4.02% Add +3.4% 784,315 $165.2M
Envestnet Portfolio Solutions, Inc. 0.57% Add +7.3% 777,982 $163.9M
Mission Wealth Management, LP 4.42% Add +2.6% 774,070 $163.0M
Daymark Wealth Partners, LLC 7.46% Add +10.2% 907,902 $162.7M
Andra AP-fonden 2.72% Reduce -7.0% 769,800 $162.1M
Jones Financial Companies LLLP 0.19% Add +80.8% 768,718 $161.9M
NEOS Investment Management LLC 6.63% Add +37.9% 764,256 $161.0M
Douglass Winthrop Advisors, LLC 3.29% Reduce -3.9% 764,112 $160.9M
Patten & Patten Inc. 11.24% Reduce -2.0% 763,174 $160.7M
Himalaya Capital Management 6.25% No change 759,600 $160.0M
Trillium Asset Management, LLC 4.01% Reduce -4.4% 752,970 $158.6M
LBP Am SA 6.48% Reduce -2.5% 748,757 $157.7M
Temasek Holdings (Private) Ltd 0.73% Add +692.6% 745,225 $157.0M
Heritage Investors Management Corp. 5.48% Reduce -1.9% 744,976 $156.9M
Boston Financial Mangement LLC 4.99% Add +0.3% 744,972 $156.9M
Hancock Whitney Corp. 5.32% Reduce -1.7% 744,372 $156.8M
Harding Loevner LP 0.86% Reduce -19.4% 740,961 $156.1M
7G Capital Management, LLC 68.31% No change 700,000 $155.5M
Sigma Planning Corp 4.90% Reduce -5.8% 734,065 $154.6M
MassMutual Private Wealth & Trust, FSB 4.68% Add +2.5% 731,818 $154.1M
Baillie Gifford & Co. 0.12% Add +13.7% 731,528 $154.1M
NorthRock Partners, LLC 5.78% Add +1.5% 729,362 $153.6M
New Mexico Educational Retirement Board 5.34% Reduce -0.6% 726,864 $153.1M
Rakuten Investment Management, Inc. 1.00% Add +59.1% 714,725 $153.0M
Raymond James Trust N.A. 3.59% Add +0.9% 725,902 $152.9M
Clifford Swan Investment Counsel LLC 5.68% Reduce -1.1% 720,902 $151.7M
Laird Norton Wetherby Wealth Management, LLC 7.13% Reduce -1.8% 716,185 $150.8M
Alpha Cubed Investments, LLC 7.11% Add +0.2% 707,867 $149.1M
Mutual Advisors, LLC 4.48% Add +0.7% 679,177 $148.2M
Benjamin F. Edwards & Company, Inc. 2.60% Add +2.3% 702,402 $147.9M
Logan Capital Management Inc. 6.36% Reduce -0.8% 700,027 $147.4M
Stock Yards Bank & Trust Co. 4.85% Reduce -2.7% 695,912 $146.6M
Greenleaf Trust 1.39% Add +2.8% 693,664 $146.1M
HUB Investment Partners, LLC 7.05% Add +1.5% 693,476 $146.1M
Capital Fund Management S.A. 1.66% Reduce -28.4% 693,005 $146.0M
OneDigital Investment Advisors LLC 1.82% Add +25.9% 690,909 $145.5M
Florida Trust Wealth Management Co 4.97% Reduce -3.1% 690,458 $145.4M
Capital Advisors Inc. 2.98% Add +3.1% 684,867 $144.2M
Becker Capital Management Inc. 4.94% Reduce -1.2% 683,823 $144.0M
Argent Capital Management LLC 4.22% Reduce -1.0% 682,270 $143.7M
Torno Capital, LLC 15.12% New 680,000 $143.2M
Associated Banc-Corp 4.45% Reduce -2.1% 678,789 $143.0M
Cohen Klingenstein LLC 5.18% No change 677,546 $142.7M
Northeast Investment Management 6.70% Reduce -0.4% 676,505 $142.5M
Ossiam 2.70% Add +130.6% 675,720 $142.3M
Calamos Wealth Management LLC 7.62% Add +3.5% 666,570 $140.4M
Savant Capital, LLC 1.40% Add +11.0% 665,996 $140.3M
Verus Capital Partners, LLC 14.52% Reduce -1.5% 664,801 $140.0M
Prospera Financial Services Inc 3.89% Add +1.1% 664,209 $139.9M
Dakota Wealth Management 3.30% Add +7.5% 663,929 $139.8M
Capital International, Inc. 1.86% Add +34.2% 662,407 $139.5M
First American Bank 10.37% Add +0.1% 657,819 $138.5M
Carnegie Investment Counsel 4.30% Reduce -3.4% 654,966 $137.9M
Snowden Capital Advisors LLC 4.11% Add +5.5% 649,582 $136.8M
Simplicity Wealth,LLC 3.07% Reduce -2.9% 644,698 $135.8M
Apollon Wealth Management, LLC 4.13% Reduce -0.8% 644,062 $135.7M
Henshaw Capital LLC 6.12% No change 643,494 $135.5M
Mogy Joel R Investment Counsel Inc. 8.57% Add +0.7% 642,256 $135.3M
Samlyn Capital, LLC 2.32% New 641,283 $135.1M
Parsons Capital Management Inc. 9.20% Reduce -1.6% 641,241 $135.1M
Townsquare Capital LLC 1.83% Add +11.4% 637,321 $134.2M
Impax Asset Management Group plc 0.55% Reduce -22.8% 636,368 $134.0M
Braun Stacey Associates Inc. 5.16% Reduce -0.7% 631,650 $133.0M
Opes Wealth Management LLC 27.70% Add +30.4% 630,263 $132.7M
Investment House LLC 7.54% Reduce -9.8% 627,827 $132.2M
WASHINGTON TRUST Co 4.84% Reduce -2.4% 627,803 $132.2M
Old National Bancorp 3.10% Reduce -1.0% 625,117 $131.7M
Neville Rodie & Shaw Inc. 9.99% Reduce -1.3% 625,110 $131.7M
Agf Management Ltd. 0.73% Add +7.2% 624,547 $131.5M
Moneta Group Investment Advisors LLC 2.10% Add +9.0% 624,024 $131.4M
Valeo Financial Advisors, LLC 4.07% Reduce -1.4% 662,800 $130.4M
Brookstone Capital Management 2.16% Add +4.8% 568,444 $130.1M
Allianz SE 3.82% Add +1.3% 617,365 $130.0M
Aptus Capital Advisors, LLC 2.47% Add +1.2% 616,504 $129.8M
Cincinnati Insurance Co. 2.14% No change 616,000 $129.7M
Dearborn Partners LLC 5.60% Reduce -1.2% 614,860 $129.5M
Vinva Investment Management Ltd 6.45% Add +6.8% 600,834 $128.6M
Skye Global Management LP 2.88% Reduce -60.6% 604,000 $127.2M
Meyer Handelman Co. 4.46% Reduce -0.4% 601,932 $126.8M
Private Wealth Partners, LLC 9.50% Reduce -4.7% 600,102 $126.4M
Great Lakes Advisors, LLC 1.12% Reduce -6.7% 599,996 $126.4M
Hoylecohen, LLC 9.53% Reduce -4.2% 598,443 $126.0M
Holocene Advisors, LP 0.53% New 598,296 $126.0M
First National Trust Co 5.18% Reduce -3.5% 597,424 $125.8M
Buckingham Strategic Wealth, LLC 1.30% Reduce -4.3% 596,531 $125.6M
Argent Trust Co 5.53% Add +0.8% 596,183 $125.6M
PFG Investments, LLC 8.96% Add +0.3% 595,845 $125.5M
Fundsmith Investment Services LTD. 1.62% Reduce -3.3% 595,362 $125.4M
Bain Capital Public Equity Management II, LLC 5.62% New 594,494 $125.2M
Bleakley Financial Group, LLC 3.61% Reduce -4.0% 593,154 $124.9M
Ancora Advisors LLC 3.09% Add +0.6% 592,398 $124.8M
FineMark National Bank & Trust 4.59% Reduce -0.8% 591,809 $124.6M
Capital Investment Counsel, Inc 18.73% Add +19.6% 590,475 $124.4M
Castleark Management LLC 5.07% Add +3.6% 589,141 $124.1M
Dana Investment Advisors, Inc. 4.18% Add +5.0% 587,099 $123.7M
Nicholas Company, Inc. 2.05% No change 586,315 $123.5M
Equitable Holdings, Inc. 1.30% Add +4.0% 586,228 $123.5M
Schonfeld Strategic Advisors LLC 0.96% Add +182.5% 585,173 $123.2M
Trust Co. of Vermont 6.67% Add +3.6% 583,048 $122.8M
LGT Capital Partners LTD. 4.15% Add +10.2% 578,470 $121.8M
Nichols & Pratt Advisers LLP 8.22% Reduce -0.2% 577,818 $121.7M
Systematic Alpha Investments, LLC 4.63% No change 576,144 $121.3M
Voloridge Investment Management, LLC 0.45% Reduce -73.0% 575,539 $121.2M
Park National Corp. 4.48% Reduce -10.8% 575,088 $121.1M
Mill Capital Management, LLC 9.92% Reduce -2.0% 570,171 $120.1M
NS Partners Ltd 5.43% Add +0.5% 568,943 $119.8M
Norinchukin Bank, The 3.41% Add +0.7% 567,306 $119.5M
Bard Financial Services, Inc. 12.22% Reduce -1.3% 561,182 $118.2M
Ami Asset Management Corp. 6.37% Reduce -1.6% 560,856 $118.1M
W.G. Shaheen & Associates DBA Whitney & Co 13.56% Reduce -0.9% 560,515 $118.1M
Profund Advisors LLC 4.37% Reduce -17.7% 559,482 $117.8M
Choate Investment Advisors 3.09% Reduce -5.0% 559,045 $117.8M
J.W. Cole Advisors, Inc. 5.53% Reduce -2.0% 558,167 $117.6M
CapitalatWork S.A. 3.95% Reduce -21.4% 557,303 $117.4M
Cacti Asset Management LLC 9.21% No change 545,940 $116.9M
J. L. Bainbridge & Co., Inc. 11.66% Reduce -0.6% 553,758 $116.6M
Sit Investment Associates Inc. 2.68% Reduce -3.0% 552,611 $116.4M
Sheaff Brock Investment Advisors, LLC 10.77% Reduce -29.1% 551,229 $116.1M
Donaldson Capital Management, LLC 4.87% Reduce -0.0% 550,714 $116.0M
Kingsview Wealth Management, LLC 2.74% Reduce -3.0% 549,625 $115.8M
Whale Rock Capital Management 1.64% New 548,698 $115.6M
Contour Asset Management LLC 3.89% New 546,312 $115.1M
Berkley W R Corp. 6.44% Add +175.0% 546,100 $115.0M
Chicago Capital, LLC 3.42% Add +4.9% 545,774 $115.0M
St Germain D J Co. Inc. 5.55% Reduce -3.3% 544,856 $114.8M
CW Advisors, LLC 1.82% Add +3.7% 543,349 $114.4M
Van Hulzen Asset Management, LLC 7.67% Add +2.7% 542,313 $114.2M
Diversified Trust Co. 3.23% Add +10.9% 542,129 $114.2M
TCW Group Inc. 1.01% Add +2.9% 538,410 $113.4M
Signaturefd, LLC 2.29% Add +13.9% 536,154 $112.9M
Nwi Management LP 14.49% Add +452.6% 536,000 $112.9M
Trivest Advisors Ltd 5.82% Add +2566.8% 533,360 $112.3M
Mar Vista Investment Partners LLC 5.51% Add +45.4% 532,119 $112.1M
Banque Cantonale Vaudoise 4.45% Add +23.5% 530,085 $111.6M
Merit Financial Group, LLC 2.46% Add +0.8% 529,368 $111.5M
HCR Wealth Advisors 15.88% Reduce -2.2% 527,712 $111.1M
Advisors Asset Management, Inc. 2.16% Add +2.3% 525,779 $110.7M
First Citizens Bank & Trust Co. 2.08% Add +2.8% 524,633 $110.5M
Composition Wealth, LLC 2.69% Add +1.2% 524,124 $110.4M
Traynor Capital Management, Inc. 9.34% Reduce -0.1% 523,243 $110.2M
Brighton Jones LLC 3.64% Add +1.7% 522,769 $110.1M
Waverly Advisors, LLC 2.16% Add +28.1% 522,669 $110.1M
Smith Chas P & Associates Pa Cpas 6.52% Add +0.8% 522,086 $110.0M
GUNN & Co INVESTMENT MANAGEMENT, INC. 6.52% Add +1012.1% 522,086 $110.0M
Level Four Advisory Services, LLC 4.94% Reduce -8.4% 519,983 $109.5M
Tokio Marine Asset Management Co. Ltd. 5.22% Add +2.2% 517,755 $109.0M
Bowen Hanes & Co. Inc. 3.02% Reduce -0.5% 516,940 $108.9M
Exencial Wealth Advisors, LLC 4.09% Reduce -5.6% 514,715 $108.4M
Prospect Hill Management, LLC 59.39% Reduce -0.1% 513,821 $108.2M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 4.56% Reduce -7.3% 513,721 $108.2M
Alta Capital Management LLC/ 6.80% Add +6.7% 513,307 $108.1M
Kornitzer Capital Management Inc. 2.05% Add +0.1% 511,668 $107.8M
Caxton Associates LP 4.19% Add +222.3% 508,623 $107.1M
Manning & Napier Advisors LLC 1.21% — 508,291 $107.1M
Empirical Finance, LLC 6.66% Reduce -7.6% 505,866 $106.5M
Maple Capital Management, Inc. 8.62% Add +1.5% 504,575 $106.3M
Baker Avenue Asset Management, LP 3.62% Add +7.1% 504,017 $106.2M
Meiji Yasuda Asset Management Co Ltd. 4.30% Add +3.6% 502,086 $105.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 3.16% Add +12.3% 500,985 $105.5M
Reynders McVeigh Capital Management, LLC 5.99% Add +1.9% 500,271 $105.4M
Spire Wealth Management 3.70% Reduce -14.9% 497,410 $104.7M
Zevenbergen Capital Investments LLC 2.23% Add +10.6% 495,312 $104.3M
Gabelli Funds LLC 0.80% Reduce -0.7% 493,700 $104.0M
BNP Paribas 5.17% Reduce -4.7% 487,825 $102.8M
ABN AMRO Bank N.V. 1.56% Add +5.3% 483,297 $102.7M
Roffman Miller Associates Inc. 6.76% Reduce -0.3% 487,049 $102.6M
Vestor Capital, LLC 8.26% Add +69.1% 486,468 $102.5M
Harel Insurance Investments & Financial Services Ltd. 1.93% Add +1.9% 485,956 $102.4M
Tudor Investment Corporation 1.15% Add +45.7% 485,760 $102.3M
Transcend Capital Advisors, LLC 7.40% Add +1.7% 484,634 $102.1M
Jump Financial, LLC 2.09% Add +56.5% 484,490 $102.0M
Burney Co./ 3.89% Add +2.1% 483,295 $101.8M
Concurrent Investment Advisors, LLC 3.36% Add +22.4% 482,645 $101.7M
Hyman Charles D 5.65% Reduce -0.2% 481,246 $101.4M
Meritage Portfolio Management 6.37% Reduce -1.4% 479,109 $100.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3.04% Reduce -0.5% 478,629 $100.8M
SurgoCap Partners LP 5.88% New 477,178 $100.5M
Sandy Spring Bank 4.40% Reduce -1.6% 473,996 $99.8M
Ritholtz Wealth Management 3.29% Add +5.8% 473,925 $99.8M
Eagle Asset Management Inc. 0.53% Add +27.3% 459,859 $99.7M
F/m Investments LLC 3.60% Add +583.5% 472,765 $99.6M
&partners 4.33% Add +167.8% 470,029 $99.0M
Bridgewater Associates 0.52% Reduce -74.5% 469,324 $98.8M
Chartwell Investment Partners, LLC 3.47% Add +1.2% 469,257 $98.8M
Fort Pitt Capital Group, LLC 3.00% Add +1.6% 469,214 $98.8M
Avalon Trust Co 7.80% Add +0.5% 468,031 $98.6M
Dynamic Advisor Solutions LLC 3.10% Add +2.5% 484,409 $98.4M
Kodai Capital Management LP 1.87% New 465,603 $98.1M
Kentucky Retirement Systems Insurance Trust Fund 6.63% Reduce -2.9% 464,911 $97.9M
Cubist Systematic Strategies, LLC 1.69% Add +23.4% 463,583 $97.6M
Farmers & Merchants Investments Inc. 3.25% Add +0.3% 462,890 $97.5M
Wilkinson Global Asset Management LLC 6.07% Reduce -1.1% 460,879 $97.1M
Franklin Street Advisors Inc. 6.91% Add +9.8% 459,427 $96.8M
Independent Financial Group, LLC 3.88% Add +6.5% 459,376 $96.8M
Northwestern Mutual Investment Management Company, LLC 2.50% Reduce -0.4% 458,710 $96.6M
CloudAlpha Capital Management Limited/Hong Kong 13.73% New 457,958 $96.5M
Covea Finance 4.41% Add +12.7% 457,082 $96.3M
Nan Shan Life Insurance Co., Ltd. 2.27% Add +26.1% 455,764 $96.0M
Bryn Mawr Trust Advisors, LLC 5.28% Add +18.7% 449,580 $95.7M
NorthCrest Asset Manangement, LLC 3.17% Add +1.1% 454,499 $95.7M
Chilton Capital Management LLC 4.29% Reduce -0.1% 453,509 $95.5M
Ameritas Investment Partners, Inc. 3.27% Reduce -1.4% 452,198 $95.2M
Great Valley Advisor Group, Inc. 2.66% Add +3.2% 452,065 $95.2M
Oak Ridge Investments LLC 9.01% Add +4.7% 449,224 $94.6M
Atria Investments, Inc 1.22% Reduce -9.2% 447,348 $94.2M
Delta Financial Group, Inc. 39.48% Reduce -0.3% 446,993 $94.1M
Howard Capital Management Group, LLC 6.93% Reduce -1.3% 446,245 $94.0M
Gotham Asset Management 1.21% Reduce -6.9% 445,380 $93.8M
Empowered Funds, LLC 1.62% Add +59.7% 444,485 $93.6M
Belmont Capital, LLC 17.41% Add +0.5% 442,903 $93.3M
Oppenheimer Asset Management Inc. 1.19% Add +23.5% 442,572 $93.2M
Wharton Business Group, LLC 4.80% Reduce -1.8% 441,317 $93.0M
Van Cleef Asset Management,Inc 11.64% Reduce -1.1% 440,669 $92.8M
Ingalls & Snyder LLC 4.02% Reduce -1.2% 440,439 $92.8M
Commerzbank Aktiengesellschaft 3.06% Add +5.0% 439,289 $92.5M
Focus Financial Network, Inc. 3.94% Reduce -2.4% 403,178 $92.3M
Cary Street Partners Investment Advisory LLC 3.71% Reduce -0.0% 437,483 $92.1M
Freestone Capital Holdings, LLC 3.30% Add +16.7% 436,413 $91.9M
Van Lanschot Kempen Investment Management N.V. 1.03% Add +42.4% 436,198 $91.9M
Moore Capital Management, LP 2.07% New 431,923 $91.0M
Moors & Cabot, Inc. 4.84% Reduce -0.9% 431,781 $90.9M
MMBG Investment Advisors Co. 9.74% Reduce -3.3% 431,550 $90.9M
BDF-Gestion 8.74% — 431,516 $90.9M
Coldstream Capital Management Inc. 2.21% Add +1.0% 430,248 $90.6M
Robertson Stephens Wealth Management, LLC 4.73% Add +2.4% 428,616 $90.3M
Evanson Asset Management, LLC 6.58% Reduce -0.1% 424,567 $89.4M
Caprock Group, LLC 3.64% Add +41.5% 424,428 $89.4M
Livforsakringsbolaget Skandia, Omsesidigt 7.29% Reduce -4.4% 424,741 $89.3M
Vancity Investment Management Ltd 5.64% Add +97.8% 463,207 $89.1M
Hoffman, Alan N Investment Management 43.92% Reduce -1.6% 422,779 $89.0M
Capital Investment Advisors, LLC 2.01% Add +5.7% 421,863 $88.9M
First Trust Direct Indexing L.P. 5.49% Add +15.9% 421,700 $88.8M
Candlestick Capital Management LP 3.42% New 421,639 $88.8M
Axiom Advisory, LLC 0.97% Add +6015.6% 476,590 $88.8M
Applied Finance Capital Management, LLC 4.09% Add +108.7% 419,821 $88.4M
Westpac Banking Corp. 6.95% Add +11.1% 415,894 $87.6M
Park Avenue Securities LLC 1.07% Add +7.4% 415,215 $87.5M
Cercano Management LLC 2.33% Add +84.6% 414,808 $87.4M
Railway Pension Investments Ltd 1.04% Reduce -24.0% 413,752 $87.1M
Siemens Fonds Invest GmbH 6.52% Reduce -0.1% 413,701 $87.1M
United Services Automobile Association 2.19% Reduce -5.0% 411,187 $86.6M
Eastern Bank 3.49% Reduce -2.3% 410,032 $86.4M
Nishkama Capital, LLC 12.90% Add +135.5% 409,775 $86.3M
Signature Estate & Investment Advisors LLC 2.15% Add +32.6% 408,797 $86.1M
Tritonpoint Wealth, LLC 8.27% Add +0.6% 407,988 $85.9M
Nippon Life Global Investors Americas, Inc. 3.78% Add +2.6% 407,980 $85.9M
Ameritas Advisory Services, LLC 3.24% Reduce -11.8% 407,769 $85.9M
Baldwin Wealth Partners LLC 6.69% Reduce -1.9% 407,599 $85.8M
LVM Capital Management Ltd. 9.69% Reduce -2.1% 404,507 $85.2M
W1M Investment Management Ltd 1.60% Add +7.5% 404,022 $85.0M
Sowell Financial Services LLC 4.06% Add +3.8% 403,230 $84.9M
OVERSEA-CHINESE BANKING Corp Ltd 2.56% Add +37.3% 403,064 $84.9M
Insigneo Advisory Services, LLC 9.57% Reduce -0.3% 405,429 $84.8M
Global Retirement Partners, LLC 2.65% Add +24.9% 401,096 $84.5M
Highland Capital Management, LLC 4.99% Reduce -4.6% 400,944 $84.4M
Howland Capital Management LLC 4.01% Add +8.5% 398,381 $83.9M
AMG National Trust Bank 2.26% Add +18.2% 397,016 $83.6M
Adell Harriman & Carpenter Inc. 6.45% Reduce -0.8% 396,446 $83.5M
Community Bank, N.A. 10.98% Reduce -0.7% 396,221 $83.5M
Gradient Investments LLC 1.87% Add +7.4% 395,159 $83.2M
Motley Fool Asset Management LLC 5.50% Reduce -18.3% 383,099 $83.0M
Joel Isaacson & Co., LLC 4.35% Reduce -2.0% 393,466 $82.9M
Eagle Global Advisors LLC 4.37% Reduce -1.4% 392,469 $82.7M
Klingenstein Fields & Co. LP 3.42% Reduce -6.0% 392,452 $82.7M
Wealthspire Advisors, LLC 1.06% Add +5.2% 392,195 $82.6M
Thoroughbred Financial Services, LLC 5.52% Add +24.2% 391,512 $82.5M
IHT Wealth Management, LLC 3.08% Add +0.6% 391,374 $82.5M
Appleton Partners Inc. 6.34% Reduce -2.5% 391,069 $82.4M
Banque Pictet & Cie SA 0.84% Add +17.5% 391,047 $82.4M
Azimuth Capital Investment Management LLC 3.31% Add +15.7% 386,369 $81.4M
Delta Global Management LP 5.40% New 385,607 $81.2M
Campbell Newman Asset Management Inc. 6.41% Reduce -3.3% 380,711 $80.2M
Edgemoor Investment Advisors, Inc. 7.52% Reduce -0.1% 380,248 $80.1M
WT Asset Management Ltd 7.87% New 380,103 $80.1M
Harvest Fund Management Co., Ltd 5.77% Add +29.5% 379,424 $79.8M
Talbot Financial, LLC 10.28% Reduce -0.7% 378,110 $79.6M
Colonial Trust Advisors 7.62% Reduce -2.6% 377,986 $79.6M
Means Investment Co., Inc. 9.49% Reduce -1.6% 376,856 $79.4M
Financial Advocates Investment Management 4.93% Reduce -5.5% 376,548 $79.3M
Davidson Investment Advisors 4.06% Add +0.8% 375,059 $79.0M
Obermeyer Wealth Partners 4.52% Add +1.1% 374,661 $78.9M
Fullerton Fund Management Co Ltd. 3.54% Add +806.6% 374,250 $78.8M
Taikang Asset Management (Hong Kong) Co Ltd 12.21% Add +19.2% 373,193 $78.6M
Jia Investment Alliance Pte. LTD. 8.35% No change 371,700 $78.3M
Weatherly Asset Management L. P. 7.17% Reduce -0.7% 371,696 $78.3M
Exchange Traded Concepts, LLC 2.00% Reduce -7.0% 371,517 $78.2M
J. Safra Sarasin Holding AG 1.43% — 371,173 $78.0M
Principle Wealth Partners LLC 5.92% Add +0.0% 369,107 $77.7M
ARS Investment Partners, LLC 7.41% Reduce -3.9% 368,033 $77.5M
Am Investment Strategies LLC 19.09% Add +0.1% 367,648 $77.4M
Community Trust & Investment Co. 5.28% Reduce -1.8% 367,112 $77.3M
International Assets Investment Management, LLC 7.26% Reduce -0.5% 460,846 $77.1M
Welch Group, LLC 3.70% Add +2.2% 366,000 $77.1M
Gerber Kawasaki Wealth & Investment Management 3.85% Add +0.4% 365,103 $76.9M
Main Street Research LLC 5.07% Add +5.3% 364,782 $76.8M
Wealth Alliance, LLC 9.91% Reduce -4.1% 364,512 $76.8M
Montanova Capital, LLC 3.12% Add +105.7% 363,357 $76.5M
Belpointe Asset Management LLC 5.33% Add +1.1% 362,722 $76.4M
Headlands Technologies LLC 8.10% Add +691.3% 362,474 $76.3M
World Investment Advisors 4.74% Add +770.2% 361,513 $76.1M
Sloy Dahl & Holst, LLC 15.99% Reduce -0.6% 361,465 $76.1M
YHB Investment Advisors, Inc. 6.55% Reduce -1.7% 361,388 $76.1M
Evergreen Capital Management LLC 2.75% Reduce -0.9% 361,176 $76.1M
McDaniel Terry & Co. 6.61% Add +0.3% 359,556 $75.7M
Smith Salley Wealth Management 5.41% Add +6.1% 357,986 $75.4M
Birinyi Associates Inc. 22.44% Reduce -3.6% 355,820 $74.9M
SeaCrest Wealth Management, LLC 8.51% Reduce -1.2% 355,242 $74.8M
Locust Wood Capital Advisers, LLC 2.74% Add +37.7% 352,292 $74.2M
Saratoga Research & Investment Management 3.37% Reduce -4.2% 352,133 $74.2M
Frank, Rimerman Advisors LLC 5.25% Add +363.0% 352,061 $74.2M
Baskin Financial Services Inc. 6.34% Reduce -8.5% 351,339 $74.0M
Atlantic Union Bankshares Corp 4.60% Add +47.4% 350,341 $73.8M
MUFG Securities EMEA plc 3.29% Add +2278.2% 350,000 $73.7M
Oribel Capital Management, LP 9.99% New 349,800 $73.7M
Plato Investment Management Ltd 6.86% Add +4.6% 349,523 $73.6M
Lombard Odier Asset Management (Switzerland) SA 7.48% Reduce -5.3% 348,822 $73.5M
Essex Financial Services, Inc. 5.46% Add +22.2% 344,279 $73.4M
Jefferies Financial Group Inc. 1.55% Add +37.5% 348,064 $73.3M
Cornerstone Wealth Management, LLC 5.64% Reduce -0.0% 347,901 $73.3M
Josh Arnold Investment Consultant, LLC 63.09% Reduce -2.0% 347,834 $73.3M
Venture Visionary Partners LLC 3.42% Add +0.9% 347,171 $73.1M
Brickley Wealth Management 16.01% Add +14.8% 347,142 $73.1M
Albion Financial Group 5.51% Add +0.1% 347,075 $73.1M
Vident Advisory, LLC 2.02% Add +21.4% 347,013 $73.1M
Harbor Investment Advisory, LLC 7.63% Add +0.4% 364,080 $73.0M
Burns J W & Co. Inc. 9.86% Reduce -0.1% 346,727 $73.0M
Avity Investment Management Inc. 5.89% Reduce -1.1% 346,532 $73.0M
Mgo One Seven LLC 3.46% Add +0.0% 346,219 $72.9M
Academy Capital Management 13.14% Reduce -0.2% 345,767 $72.8M
Wedge Capital Management L L P 1.29% Reduce -32.1% 345,151 $72.7M
First Horizon Advisors, Inc. 2.20% Add +2.0% 344,192 $72.5M
Gladstone Capital Management LLP 6.40% New 344,000 $72.5M
Birch Hill Investment Advisors LLC 3.49% Add +0.4% 342,729 $72.2M
Focus Partners Advisor Solutions, LLC 1.89% Reduce -1.5% 342,634 $72.2M
Fulton Breakefield Broenniman LLC 5.33% Reduce -0.5% 342,463 $72.1M
Grassi Investment Management 6.38% Reduce -0.5% 341,525 $71.9M
Vestcor Inc 2.43% Reduce -7.7% 341,125 $71.8M
Kanawha Capital Management LLC 5.62% Add +2.7% 340,586 $71.7M
TCTC Holdings, LLC 2.46% Reduce -0.9% 340,448 $71.7M
GFI Investment Counsel Ltd. 9.37% Reduce -3.4% 340,021 $71.6M
First Foundation Advisors 2.73% Reduce -2.5% 338,926 $71.4M
Longbow Finance SA 7.38% Reduce -5.2% 338,804 $71.4M
Carret Asset Management, LLC 8.33% Reduce -0.3% 338,794 $71.4M
Clear Harbor Asset Management, LLC 6.23% Reduce -0.8% 338,351 $71.3M
Rollins Financial Advisors, LLC 12.21% Reduce -2.0% 337,492 $71.1M
Ballentine Partners, LLC 1.30% Add +3.2% 334,162 $70.4M
Phoenix Financial Ltd. 1.07% Add +8.0% 331,858 $70.2M
HBK Sorce Advisory LLC 2.45% Reduce -2.3% 333,081 $70.2M
Girard Partners LTD. 6.63% Reduce -2.3% 332,700 $70.1M
Mather Group, Llc. 0.85% Add +104.2% 403,039 $69.1M
Picton Mahoney Asset Management 2.93% Add +257.9% 327,115 $68.9M
Atreides Management 2.25% New 327,083 $68.9M
North Star Asset Management Inc. 3.27% Reduce -2.4% 327,036 $68.9M
Laurion Capital Management LP 2.26% Reduce -50.9% 326,916 $68.9M
Northeast Financial Consultants Inc 3.17% Reduce -4.0% 326,722 $68.8M
U.S. Capital Wealth Advisors, LLC 2.63% Add +2.8% 326,103 $68.7M
BLB&B Advisors, LLC 3.76% Reduce -1.1% 325,720 $68.6M
Catalyst Funds Management Pty Ltd 18.39% Add +905.3% 325,700 $68.6M
Boston Family Office LLC 4.94% Reduce -1.2% 325,403 $68.5M
LS Investment Advisors, LLC 10.65% Reduce -0.1% 324,103 $68.3M
Rothschild Investment LLC 4.75% Add +4.5% 323,687 $68.2M
Optiver Holding B.V. 1.31% Reduce -52.6% 323,434 $68.1M
NBT Bank, N.A. 4.86% Reduce -1.6% 322,940 $68.0M
Praxis Investment Management Inc. 4.71% Reduce -0.4% 399,198 $68.0M
Beacon Investment Advisory Services, Inc. 2.92% Reduce -0.6% 322,744 $68.0M
Lowe Brockenbrough & Co. Inc. 4.50% Reduce -1.5% 321,100 $67.6M
Taurus Asset Management, LLC 6.84% Reduce -0.5% 320,555 $67.5M
Meiji Yasuda Life Insurance Co 1.35% Reduce -5.5% 320,175 $67.4M
M Holdings Securities, Inc. 8.72% Add +94.5% 318,823 $67.3M
National Mutual Insurance Federation of Agricultural Cooperatives 0.67% No change 319,400 $67.3M
Hantz Financial Services, Inc. 1.29% Add +0.9% 318,446 $67.1M
Comgest Global Investors S.A.S. 0.92% Reduce -4.7% 317,881 $67.0M
Wahed Invest LLC 13.41% Add +9.8% 317,257 $66.8M
WealthPLAN Partners, LLC 7.16% Reduce -0.8% 316,562 $66.7M
LMCG Investments, LLC 3.88% Add +1.2% 316,521 $66.7M
General American Investors Co. Inc. 4.74% Reduce -10.0% 316,000 $66.6M
Montag A & Associates Inc. 3.36% Add +3.3% 315,338 $66.4M
Philadelphia Trust Co. 5.16% Add +0.1% 315,235 $66.4M
IFP Advisors, Inc 2.63% Add +10.1% 314,864 $66.3M
Beese Fulmer Investment Management, Inc. 6.03% Reduce -0.2% 314,411 $66.2M
Washington Trust Advisors, Inc. 6.08% Reduce -3.3% 314,356 $66.2M
Edmond DE Rothschild Holding S.A. 1.14% Reduce -0.7% 314,274 $66.2M
Diversify Advisory Services, LLC 3.62% Add +3.9% 288,767 $66.0M
Cobblestone Capital Advisors LLC 4.06% Reduce -5.6% 313,146 $66.0M
Kimelman & Baird, LLC 5.44% — 312,959 $65.9M
GW Henssler & Associates Ltd. 3.96% Reduce -3.4% 312,760 $65.9M
Curi Capital, LLC 1.58% Reduce -6.3% 311,703 $65.7M
AlTi Global, Inc. 1.76% Reduce -10.9% 310,510 $65.4M
TRB Advisors LP 12.17% Reduce -8.8% 310,000 $65.3M
Penobscot Investment Management Company, Inc. 6.27% Add +6.2% 308,606 $65.0M
Quest Investment Management LLC 7.19% Add +31.7% 308,533 $65.0M
Richard Bernstein Advisors LLC 1.44% Reduce -9.1% 308,518 $65.0M
Stonebridge Capital Advisors LLC 5.71% Add +0.4% 308,020 $64.9M
Cincinnati Specialty Underwriters Insurance CO 19.49% No change 308,000 $64.9M
Forum Financial Management, LP 1.17% Reduce -1.0% 307,725 $64.8M
Iron Gate Global Advisors LLC 10.91% Add +2.2% 306,756 $64.7M
E Fund Management Co., Ltd. 3.57% Add +31.6% 306,884 $64.6M
Aspiriant, LLC 2.63% Reduce -4.5% 306,281 $64.5M
Meeder Advisory Services, Inc. 4.56% Add +26.8% 306,019 $64.5M
RB Capital Management, LLC 17.22% Add +0.1% 305,976 $64.4M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2.14% Add +61.4% 305,581 $64.4M
Chesley Taft & Associates LLC 3.22% Reduce -6.3% 305,380 $64.3M
Moody LYNN Lieberson & Walker, LLC 4.21% Add +4.3% 305,292 $64.3M
Ceeto Capital Group, LLC 24.87% Reduce -1.1% 304,576 $64.2M
MPS Loria Financial Planners, LLC 20.59% Add +0.1% 303,345 $63.9M
Roundview Capital LLC 5.01% Reduce -1.9% 301,997 $63.6M
Jaffetilchin Investment Partners, LLC 5.43% Reduce -2.8% 301,985 $63.6M
Southeast Asset Advisors, LLC 7.65% Add +0.2% 301,934 $63.6M
Wendell David Associates Inc. 6.47% Reduce -0.1% 301,595 $63.5M
Baron Capital (BAMCO) 0.18% Add +14788.5% 300,300 $63.2M
Kingswood Wealth Advisors, LLC 5.69% Add +19.4% 299,798 $63.1M
CFM Wealth Partners LLC 11.60% Reduce -0.5% 299,736 $63.1M
Bragg Financial Advisors, Inc 2.82% Add +1.7% 299,710 $63.1M
Martingale Asset Management L P 1.36% Reduce -13.8% 299,277 $63.0M
First National Bank of Omaha 4.14% Add +11.2% 298,178 $62.8M
Fiduciary Family Office, LLC 24.63% Reduce -0.1% 296,415 $62.4M
SouthState Bank Corp 4.54% Add +1.3% 295,296 $62.2M
Courier Capital LLC 4.93% Reduce -1.1% 294,578 $62.0M
Nwam LLC 18.23% Add +3.9% 294,508 $62.0M
GTS Securities LLC 1.29% Add +168.8% 294,227 $62.0M
Shikiar Asset Management Inc. 18.12% Reduce -0.1% 293,777 $61.9M
GuideStone Capital Management, LLC 100.00% No change 293,577 $61.8M
OAKMONT Corp 13.54% Add +7.0% 292,164 $61.5M
Foundations Investment Advisors, LLC 1.49% Reduce -1.0% 291,868 $61.5M
TrinityBridge Ltd 2.09% Add +31.8% 291,475 $61.4M
Beaumont Financial Advisors, LLC 4.90% Reduce -2.0% 290,968 $61.3M
Allen Investment Management, LLC 0.74% Reduce -2.1% 289,755 $61.0M
Fulton Bank, N.A. 2.47% Add +0.8% 289,575 $61.0M
Fragasso Financial Advisors Inc 5.03% Add +0.7% 289,507 $61.0M
Northwest & Ethical Investments L.P. 1.75% Add +8.1% 289,458 $61.0M
Granite Investment Partners, LLC 2.52% Add +2.7% 289,421 $61.0M
Wesleyan Assurance Society 5.26% Add +8.1% 288,700 $60.7M
First Nebraska Trust Co 6.26% Add +15.3% 288,229 $60.7M
Fort Sheridan Advisors LLC 9.80% Add +4.9% 287,988 $60.7M
ZWJ Investment Counsel Inc. 2.66% Add +2.6% 287,608 $60.6M
Berkshire Asset Management LLC 3.02% Add +6.1% 287,514 $60.6M
Ashton Thomas Private Wealth, LLC 3.35% Reduce -2.2% 287,444 $60.5M
Summit Trail Advisors, LLC 1.59% Add +5.4% 287,178 $60.5M
Harbour Investments, Inc. 2.04% Reduce -3.2% 286,816 $60.4M
Bath Savings Trust Co 6.42% Add +0.5% 286,777 $60.4M
Osborne Partners Capital Management, LLC 3.61% Add +1.0% 286,536 $60.4M
Heritage Wealth Advisors 2.72% Add +0.5% 286,103 $60.3M
Bank Pictet & Cie (Europe) AG 1.47% Reduce -9.4% 285,992 $60.2M
KMG Fiduciary Partners, LLC 5.91% Add +0.8% 285,618 $60.2M
Bedrijfstakpensioenfonds Voor DE Media Pno 7.70% No change 305,900 $60.1M
S&co Inc. 4.19% Reduce -4.4% 285,159 $60.1M
Avenir Corp. 5.82% Reduce -9.5% 284,538 $59.9M
Bouchey Financial Group, Ltd. 5.66% Add +5.9% 282,732 $59.5M
Dillon & Associates Inc. 8.71% Reduce -0.3% 282,206 $59.5M
Stratos Wealth Advisors, LLC 2.95% Reduce -5.1% 282,477 $59.5M
Walleye Capital LLC 0.68% Reduce -29.2% 281,434 $59.3M
Smithfield Trust Co 3.10% Reduce -0.8% 280,318 $59.0M
Marco Investment Management LLC 5.42% Add +0.1% 279,139 $58.8M
Avestar Capital, LLC 6.50% Add +4.1% 279,076 $58.8M
Hemenway Trust Co LLC 5.03% Reduce -0.4% 278,949 $58.8M
Capital International Sarl 1.79% Add +42.7% 278,941 $58.8M
Private Capital Advisors, Inc. 6.54% Reduce -0.8% 278,612 $58.7M
Nixon Peabody Trust Co. 5.17% Reduce -2.2% 276,377 $58.2M
Hartline Investment Corp./ 7.81% Add +188.2% 276,086 $58.1M
RiverFront Investment Group, LLC 1.55% Add +13.2% 275,702 $58.1M
Dock Street Asset Management Inc. 8.08% Reduce -14.2% 274,142 $57.7M
Ledyard National Bank 5.59% Reduce -1.8% 273,225 $57.5M
Marble Harbor Investment Counsel, LLC 6.75% Reduce -0.5% 272,536 $57.4M
Clough Capital Partners L P 6.27% Add +132.6% 272,520 $57.4M
Arthur M. Cohen & Associates, LLC 10.51% Reduce -0.2% 186,388 $57.3M
Altimeter Capital Management 0.85% New 271,370 $57.2M
Narwhal Capital Management 5.38% Reduce -2.7% 270,080 $56.9M
Insight Holdings Group, LLC 1.97% New 269,800 $56.8M
Bar Harbor Wealth Management 3.77% Add +0.0% 269,514 $56.8M
WealthPlan Investment Management, LLC 8.57% Reduce -1.6% 269,047 $56.7M
Mane Global Capital Management LP 3.97% New 268,353 $56.5M
Falcon Wealth Planning 7.34% Reduce -0.3% 268,247 $56.5M
Aureus Asset Management, LLC 3.95% Reduce -3.1% 268,197 $56.5M
Lee Danner & Bass Inc. 4.34% — 267,621 $56.4M
Clare Market Investments LLC 15.72% Add +3.2% 267,220 $56.3M
L. Roy Papp & Associates, LLP 6.81% Reduce -4.2% 266,882 $56.2M
Western Wealth Management, LLC 4.16% Reduce -0.6% 265,970 $56.0M
Middleton & Co. Inc. 6.50% Reduce -3.0% 265,494 $55.9M
First Trust Investment Solutions L.P. 7.87% Add +84.1% 265,268 $55.9M
Violich Capital Management, Inc. 7.54% Reduce -7.2% 264,781 $55.8M
Aviance Capital Partners, LLC 7.93% Add +0.3% 264,583 $55.7M
Pine Valley Investments Ltd Liability Co 4.11% Add +2.6% 264,150 $55.6M
Manchester Capital Management LLC 6.66% Reduce -1.3% 262,991 $55.4M
CTC LLC 4.13% Reduce -45.6% 262,173 $55.2M
Rockland Trust Co. 2.91% Add +3.5% 261,629 $55.1M
Integrated Advisors Network LLC 2.84% Add +8.6% 261,544 $55.1M
Blackhill Capital Inc. 3.41% No change 261,400 $55.1M
SlateStone Wealth, LLC 5.96% Reduce -18.8% 261,287 $55.0M
Dupont Capital Management Corp. 4.79% Add +5.2% 260,947 $55.0M
Lindbrook Capital, LLC 5.16% Reduce -6.2% 260,718 $54.9M
North Star Investment Management Corp. 4.03% Reduce -1.2% 260,550 $54.9M
Twin Capital Management Inc. 6.46% Add +3.0% 260,179 $54.8M
Ar Asset Management Inc. 13.36% Reduce -2.7% 260,008 $54.8M
Jacobs & Co. 5.73% Reduce -4.5% 259,373 $54.6M
Alta Park Capital, LP 7.13% New 258,205 $54.4M
Arkadios Wealth Advisors 3.66% Add +0.1% 257,259 $54.2M
DORCHESTER WEALTH MANAGEMENT Co 10.47% Reduce -6.3% 257,216 $54.2M
Stokes Family Office, LLC 6.34% Add +2.9% 256,795 $54.1M
Connors Investor Services Inc. 5.61% Add +52.6% 255,975 $53.9M
Hardman Johnston Global Advisors LLC 2.08% Reduce -3.5% 255,601 $53.8M
Generate Investment Management Ltd 3.91% Add +24.1% 255,335 $53.8M
Archon Partners LLC 6.90% No change 255,000 $53.7M
NZS Capital, LLC 2.20% Add +36.3% 254,285 $53.6M
Stillwater Capital Advisors, LLC 7.47% Reduce -1.5% 254,142 $53.5M
Crake Asset Management LLP 4.26% Reduce -67.0% 253,670 $53.4M
Foster & Motley Inc. 3.66% Reduce -0.8% 252,747 $53.2M
Compound Planning, Inc. 3.94% Add +16.9% 252,409 $53.2M
Suncoast Equity Management 5.88% Add +2.2% 252,081 $53.1M
Palisade Capital Management, LP 1.63% Reduce -1.2% 250,818 $52.8M
Forte Capital LLC 6.37% Reduce -4.2% 250,418 $52.7M
Honeycomb Asset Management LP 14.41% Add +11.1% 250,000 $52.7M
Alerus Financial NA 3.93% Add +3.2% 249,476 $52.5M
Farther Finance Advisors, LLC 2.55% Add +16.1% 242,375 $52.5M
Schechter Investment Advisors, LLC 3.96% Reduce -0.4% 249,378 $52.5M
NJ State Employees Deferred Compensation Plan 6.52% No change 249,100 $52.5M
Newlands Management Operations LLC 0.43% No change 248,975 $52.4M
Thomasville National Bank 4.19% Reduce -15.3% 248,262 $52.3M
Quadrant Capital Group LLC 3.88% Add +6.4% 248,258 $52.3M
Transform Wealth, LLC 3.92% Add +0.6% 248,136 $52.3M
Caldwell Trust Co 5.76% Add +0.4% 247,181 $52.1M
Chicago Partners Investment Group LLC 2.01% Add +1.7% 237,729 $52.0M
SOA Wealth Advisors, LLC. 10.44% Reduce -3.1% 246,334 $51.9M
Baker Chad R 10.79% Reduce -3.9% 245,474 $51.7M
Sawgrass Asset Management LLC 5.59% Reduce -2.0% 244,899 $51.6M
Forbes J M & Co. LLP 5.28% Add +1.6% 244,597 $51.5M
SCS Capital Management LLC 1.08% Add +708.0% 244,149 $51.4M
Apriem Advisors 6.29% Reduce -2.0% 244,104 $51.4M
RWQ Financial Management Services, Inc. 18.62% Add +166.2% 243,942 $51.4M
Teamwork Financial Advisors, LLC 7.61% Reduce -40.1% 243,859 $51.4M
Fifth Third Wealth Advisors LLC 3.89% Add +174.4% 243,613 $51.3M
Knights of Columbus Asset Advisors LLC 3.35% Add +4.6% 243,555 $51.3M
Accredited Investors Inc. 3.19% Reduce -0.8% 242,484 $51.1M
Pittenger & Anderson Inc. 2.10% Add +0.1% 242,365 $51.0M
Kayne Anderson Rudnick Investment Management LLC 0.12% Add +3.2% 240,962 $50.8M
Simon Quick Advisors, LLC 3.58% Add +5.1% 240,878 $50.7M
Leavell Investment Management, Inc. 2.80% Reduce -0.3% 240,404 $50.6M
Edgewood Management LLC 0.14% Reduce -0.4% 239,851 $50.5M
Guardian Capital LP 1.91% Reduce -2.7% 239,821 $50.5M
Klingman & Associates, LLC 3.42% Reduce -0.3% 239,596 $50.5M
Brevan Howard Capital Management LP 3.39% Add +113.2% 238,299 $50.2M
Strategic Wealth Investment Group, LLC 6.34% — 231,280 $50.1M
Avala Global LP 3.63% New 236,600 $49.8M
Smith Group Asset Management, LLC 4.42% Reduce -42.4% 236,366 $49.8M
Tower Bridge Advisors 5.62% Reduce -9.3% 236,068 $49.7M
Amica Mutual Insurance Co. 4.94% No change 235,965 $49.7M
First Merchants Corp. 2.00% Add +0.4% 235,928 $49.7M
Palisade Asset Management, LLC 5.13% Reduce -2.7% 235,653 $49.6M
Biondo Investment Advisors, LLC 7.33% Reduce -2.3% 234,947 $49.5M
ClariVest Asset Management LLC 5.05% Reduce -2.9% 234,802 $49.5M
Webster Bank, N. A. 5.42% Reduce -2.3% 234,460 $49.4M
Crawford Investment Counsel Inc. 0.94% Reduce -2.3% 232,785 $49.0M
First American Trust, FSB 4.91% Add +14.7% 232,234 $48.9M
Telos Capital Management, Inc. 5.41% Add +2.0% 231,937 $48.9M
Sonora Investment Management Group, LLC 3.85% No change 284,823 $48.8M
Meeder Asset Management Inc. 3.42% Add +206.2% 231,878 $48.8M
LaFleur & Godfrey LLC 7.16% Reduce -4.6% 231,756 $48.8M
Cornerstone Wealth Group, LLC 4.35% Add +3.2% 231,621 $48.8M
Harbour Trust & Investment Management Co 5.81% Reduce -0.8% 231,131 $48.7M
Flagship Harbor Advisors, LLC 2.92% Add +0.3% 230,736 $48.6M
Pallas Capital Advisors LLC 2.19% Add +7.5% 216,617 $48.6M
Alps Advisors Inc. 0.33% Add +2.3% 230,524 $48.6M
Krilogy Financial LLC 3.57% Reduce -4.0% 230,001 $48.4M
Pinnacle Wealth Management Advisory Group, LLC 5.00% Reduce -1.8% 229,904 $48.4M
Columbia Asset Management 9.03% Reduce -3.9% 229,898 $48.4M
Aljian Capital Management, LLC 16.00% Reduce -4.4% 229,047 $48.2M
Vision Capital Management, Inc. 7.18% Reduce -0.6% 228,994 $48.2M
Sound View Wealth Advisors Group, LLC 4.96% Reduce -3.5% 228,462 $48.1M
Heritage Trust Co 6.31% Reduce -0.6% 227,270 $47.9M
Sumitomo Life Insurance Co. 1.11% Add +19.3% 232,788 $47.9M
Formidable Asset Management, LLC 7.73% Add +0.8% 226,707 $47.7M
Dixon Mitchell Investment Counsel Inc. 2.38% Add +1.7% 224,290 $47.5M
Silicon Valley Capital Partners 6.52% Reduce -2.0% 224,944 $47.4M
Sfmg, LLC 4.11% Reduce -0.4% 224,523 $47.3M
Procyon Advisors, LLC 3.50% Reduce -0.5% 224,381 $47.3M
GYL Financial Synergies, LLC 3.64% Add +2.7% 224,056 $47.2M
Wedmont Private Capital 2.97% Add +5.4% 204,579 $47.2M
Elite Wealth Management, Inc. 10.30% Reduce -2.1% 223,790 $47.1M
Certuity, LLC 3.76% Reduce -4.6% 223,581 $47.1M
CORDA Investment Management, LLC. 3.81% Reduce -0.7% 222,522 $46.9M
Harvest Portfolios Group Inc. 1.79% Add +9.3% 222,325 $46.8M
Graypoint LLC 3.24% Add +6.2% 222,310 $46.8M
Visionary Wealth Advisors 3.06% Add +7.8% 222,236 $46.8M
Fiduciary Group, LLC 5.04% Reduce -1.0% 222,147 $46.8M
Zega Financial, LLC 16.92% Add +6.8% 222,122 $46.8M
Trust Co. of Toledo NA 6.76% Add +4.7% 221,833 $46.7M
Quantitative Investment Management, LLC 5.08% New 221,418 $46.6M
Oakworth Capital, Inc. 3.40% Reduce -2.8% 221,206 $46.6M
Physicians Financial Services, Inc. 15.14% Add +4.0% 221,067 $46.6M
WestEnd Advisors, LLC 1.20% Add +18.4% 220,721 $46.5M
Spinnaker Trust 2.97% Add +0.1% 220,152 $46.4M
Cullen Investment Group, LTD. 7.39% Reduce -4.4% 219,989 $46.3M
Wintrust Investments LLC 3.76% Add +32.1% 219,110 $46.1M
Blue Chip Partners, LLC 4.26% Add +2.2% 218,822 $46.1M
Vantage Investment Partners, LLC 4.18% Reduce -3.4% 218,756 $46.1M
Private Advisory Group LLC 6.05% Add +7.0% 218,582 $46.0M
Baader Bank Aktiengesellschaft 3.60% Add +32.4% 218,537 $46.0M
Wealthcare Advisory Partners LLC 1.44% Add +8.1% 218,309 $46.0M
Equitable Trust Co. 3.16% Add +0.7% 217,985 $45.9M
Relative Value Partners Group, LLC 5.97% Add +530.0% 217,793 $45.9M
Lake Street Private Wealth, LLC 5.97% Add +2.1% 217,793 $45.9M
EverSource Wealth Advisors, LLC 3.05% Add +8.8% 206,360 $45.8M
CHURCHILL MANAGEMENT Corp 0.54% Add +1.6% 217,562 $45.8M
Hendershot Investments Inc. 6.57% Reduce -1.2% 216,968 $45.7M
K.J. Harrison & Partners Inc 7.49% Reduce -3.3% 216,024 $45.5M
Schaper Benz & Wise Investment Counsel Inc. 3.93% Reduce -2.5% 215,582 $45.4M
Gladstone Institutional Advisory LLC 2.36% Add +1.4% 215,561 $45.4M
Mullaney, Keating & Wright, Inc. 35.19% — 215,526 $45.4M
Community Bank & Trust, Waco, Texas 11.32% Reduce -0.6% 215,214 $45.3M
Verdence Capital Advisors LLC 4.03% Reduce -1.4% 215,191 $45.3M
Csenge Advisory Group 2.56% Reduce -1.1% 214,376 $45.2M
Cypress Capital Group 5.41% Add +0.1% 214,186 $45.1M
BTC Capital Management, Inc. 4.18% Reduce -5.9% 213,985 $45.1M
Baltimore-Washington Financial Advisors, Inc. 2.66% Add +2.1% 213,913 $45.1M
Fagan Associates, Inc. 7.88% Add +3.4% 213,911 $45.1M
KEYWISE CAPITAL MANAGEMENT (HK) Ltd 5.44% New 213,700 $45.0M
Lake Street Advisors Group, LLC 2.17% Add +2.0% 213,493 $45.0M
City of London Investment Management Co. Ltd. 3.84% Reduce -15.1% 213,314 $44.9M
WMS Partners, LLC 2.88% Add +2.0% 212,785 $44.8M
Marathon Trading Investment Management LLC 12.14% Add +660.3% 212,671 $44.8M
Tompkins Financial Corp. 4.69% Reduce -0.1% 212,535 $44.8M
Octavia Wealth Advisors, LLC 6.07% Add +2.3% 211,477 $44.5M
Ascent Group, LLC 3.62% Add +5.2% 210,990 $44.4M
Petredis Investment Advisors LLC 4.97% Reduce -0.3% 210,712 $44.4M
Thompson Siegel & Walmsley LLC 0.71% Reduce -1.0% 210,391 $44.3M
Estabrook Capital Management 6.84% Reduce -1.9% 210,298 $44.3M
DE Burlo Group Inc. 5.95% Add +28.8% 210,123 $44.3M
Bristlecone Advisors, LLC 3.77% Reduce -1.3% 210,025 $44.2M
American Assets Investment Management, LLC 4.14% No change 210,000 $44.2M
Renaissance Group LLC 1.73% Reduce -1.9% 209,932 $44.2M
Summit Partners Public Asset Management, LLC 2.04% New 209,700 $44.2M
Secure Asset Management, LLC 8.37% Reduce -0.3% 209,445 $44.1M
JGP Wealth Management, LLC 6.28% Add +0.0% 208,950 $44.0M
Blue Fin Capital, Inc. 8.78% Add +1.6% 208,881 $44.0M
Rossmore Private Capital 5.77% Reduce -0.6% 208,421 $43.9M
Cadence Bank 3.29% Add +6.5% 208,379 $43.9M
Strategic Advisors LLC 8.50% Reduce -4.6% 208,101 $43.8M
Abbrea Capital, LLC 5.80% Reduce -8.3% 208,075 $43.8M
Johnson Financial Group, Inc. 2.12% Add +69.2% 207,741 $43.8M
Greenwood Gearhart LLC 4.10% Reduce -0.1% 206,532 $43.5M
GM Advisory Group, LLC 2.80% Add +1.2% 206,043 $43.4M
M&G PLC 0.30% Reduce -25.1% 205,610 $43.4M
Liontrust Investment Partners LLP 0.61% Add +60.5% 205,466 $43.3M
Fidelis Capital Partners, LLC 6.15% Add +1.1% 205,828 $43.2M
Greenwich Wealth Management LLC 3.15% Reduce -0.2% 204,811 $43.1M
Steigerwald, Gordon & Koch Inc. 5.21% Reduce -0.7% 204,467 $43.1M
Resources Management Corp. /CT/ 6.26% Reduce -1.8% 204,098 $43.0M
Keystone Financial Group 15.60% Add +0.9% 204,007 $43.0M
Boston Common Asset Management, LLC 1.10% Add +9.5% 203,435 $42.8M
Summit Financial, LLC 1.96% Add +30.3% 203,192 $42.8M
Two Sigma Securities, LLC 2.04% Reduce -30.4% 203,161 $42.8M
Valley Wealth Managers, Inc. 3.40% Reduce -4.9% 202,598 $42.7M
Nemes Rush Group LLC 5.85% Reduce -0.5% 202,370 $42.6M
Bridgewater Advisors Inc. 5.27% Add +39.6% 195,905 $42.6M
Culbertson A N & Co. Inc. 7.43% Reduce -2.8% 201,877 $42.5M
Bell Asset Management Ltd 5.96% New 201,736 $42.5M
CRA Financial Services, LLC 8.57% Reduce -2.2% 201,571 $42.5M
Madison Asset Management, LLC 0.52% Reduce -1.3% 201,099 $42.4M
Annex Advisory Services, LLC 1.49% Add +3.2% 201,041 $42.3M
Summit Securities Group LLC 16.14% New 200,885 $42.3M
Waldron Private Wealth LLC 1.89% Reduce -3.4% 200,741 $42.3M
Pacific Global Investment Management Co. 8.03% Reduce -2.2% 200,572 $42.2M
UG Investment Advisers Ltd. 14.40% Add +30.8% 200,160 $42.2M
Kintegral Advisory, LLC 4.02% Reduce -9.0% 199,207 $42.0M
BBR Partners, LLC 3.43% Reduce -4.7% 198,900 $41.9M
WCG Wealth Advisors LLC 3.09% Add +13.5% 198,305 $41.8M
Centaurus Financial, Inc. 2.78% Add +26.1% 198,136 $41.7M
Zhang Financial LLC 2.92% Reduce -0.4% 197,964 $41.7M
Naples Global Advisors, LLC 4.18% Reduce -1.5% 197,908 $41.7M
MainStreet Investment Advisors LLC 5.10% Reduce -6.5% 197,897 $41.7M
Trexquant Investment LP 0.64% Reduce -36.0% 197,754 $41.7M
Ironwood Financial, llc 9.33% Reduce -6.7% 197,520 $41.6M
Jag Capital Management, LLC 5.71% Add +28.4% 197,484 $41.6M
Soltis Investment Advisors LLC 4.40% Add +10.3% 197,453 $41.6M
Ycg, LLC 3.38% Add +0.3% 197,025 $41.5M
American National Bank & Trust 5.15% Add +2.2% 196,470 $41.4M
Griffin Asset Management, Inc. 4.79% Reduce -0.3% 196,419 $41.4M
Cassaday & Co Wealth Management LLC 1.30% Add +4.3% 195,771 $41.2M
CSM Advisors, LLC 2.92% Reduce -2.7% 195,362 $41.2M
Valmark Advisers, Inc. 0.70% Add +2.5% 195,178 $41.1M
Rice Partnership, LLC 8.93% Add +1.0% 195,170 $41.1M
Invictus Private Wealth, LLC 3.43% Add +1.1% 194,131 $40.9M
Edge Wealth Management LLC 8.55% Reduce -1.6% 192,692 $40.6M
SP Asset Management LLC 3.69% Reduce -0.5% 192,681 $40.6M
Shufro Rose & Co. LLC 3.30% Reduce -0.4% 192,155 $40.5M
Manitou Investment Management Ltd. 9.05% Add +29.6% 192,036 $40.4M
Coastline Trust Co 4.73% Reduce -1.3% 191,893 $40.4M
Winslow Asset Management Inc. 7.96% Reduce -2.9% 191,848 $40.4M
Blue Investment Partners LLC 18.29% Reduce -11.7% 191,571 $40.3M
Douglas Lane & Associates, LLC 0.57% Reduce -2.5% 191,127 $40.3M
Texas Yale Capital Corp. 1.92% Reduce -1.4% 190,984 $40.2M
Dorsey & Whitney Trust CO LLC 2.78% Add +9.1% 190,739 $40.2M
TBH Global Asset Management, LLC 8.89% Reduce -14.2% 189,895 $40.0M
Nilsine Partners, LLC 5.37% Add +2.1% 189,806 $40.0M
Apexium Financial, LP 2.85% Reduce -1.7% 189,618 $39.9M
Fiduciary Financial Group, LLC 9.63% — 169,853 $39.9M
Lanark Financial, Inc. 3.63% Add +0.7% 189,197 $39.8M
Avantax Planning Partners, Inc. 1.28% Reduce -4.4% 188,837 $39.8M
Nations Financial Group Inc, /Ia/ 3.25% Add +1.0% 188,836 $39.8M
Cascade Financial Partners, LLC 5.23% Reduce -0.2% 188,784 $39.8M
Waycross Partners, LLC 6.08% Add +10.9% 188,246 $39.6M
One Wealth Advisors, LLC 8.48% Reduce -16.4% 183,074 $39.6M
Avitas Wealth Management LLC 5.80% Reduce -2.5% 187,918 $39.6M
DRW Securities, LLC 2.42% Reduce -20.3% 187,414 $39.5M
Ramsay, Stattman, Vela & Price, Inc. 7.46% Reduce -0.2% 187,298 $39.4M
Washington Trust Bank 3.89% Reduce -1.3% 186,659 $39.3M
Trybe Capital Management LP 12.41% No change 186,042 $39.2M
PFG Advisors 2.65% Add +4.5% 186,008 $39.2M
NORTHSTAR ASSET MANAGEMENT Co 9.48% Reduce -2.3% 186,007 $39.2M
DDD Partners, LLC 4.53% Add +0.3% 185,339 $39.0M
Confluence Wealth Services, Inc. 3.11% Add +23.7% 185,289 $39.0M
Bowie Capital Management, LLC 2.56% Add +39.9% 185,119 $39.0M
Checchi Capital Advisers, LLC 3.08% Add +3.0% 185,097 $39.0M
Venturi Wealth Management, LLC 2.31% Add +4.7% 184,764 $38.9M
Parcion Private Wealth LLC 3.55% Add +2.0% 184,423 $38.8M
Lyell Wealth Management, LP 3.71% Add +3.5% 184,401 $38.8M
Kovack Advisors, Inc. 4.27% Reduce -15.7% 184,351 $38.8M
Aire Advisors, LLC 8.84% Reduce -0.7% 184,081 $38.8M
Seizert Capital Partners, LLC 1.92% Reduce -7.4% 183,860 $38.7M
Arete Wealth Advisors, LLC 3.17% New 189,903 $38.6M
Novo Holdings A/S 2.08% No change 182,960 $38.5M
Mark Asset Management LP 5.09% Add +49.5% 182,682 $38.5M
Buckingham Capital Management, Inc. 4.60% Reduce -2.1% 182,405 $38.4M
Capital Analysts, LLC 1.70% Add +3.2% 182,365 $38.4M
J.P. Marvel Investment Advisors, LLC 6.30% Reduce -0.0% 182,254 $38.4M
Koshinski Asset Management, Inc. 3.56% Add +15.6% 168,149 $38.4M
Saybrook Capital 10.85% Reduce -3.0% 181,840 $38.3M
Avidian Wealth Enterprises, LLC 1.85% Reduce -3.5% 181,753 $38.3M
Principal Securities, Inc. 1.05% Add +12.8% 181,442 $38.2M
Woodmont Investment Counsel LLC 3.11% Add +0.4% 180,531 $38.0M
TruWealth Advisors, LLC 2.52% Add +1.5% 180,111 $37.9M
Woodstock Corp. 3.85% Reduce -0.5% 179,967 $37.9M
WP Advisors, LLC 12.07% Reduce -0.2% 179,483 $37.8M
Rothschild Capital Partners, LLC 10.78% No change 179,252 $37.8M
Wedgewood Partners Inc. 7.70% Reduce -2.7% 173,540 $37.8M
Shared Vision Wealth Group LLC 21.94% Add +4.0% 179,039 $37.7M
Qtron Investments LLC 5.43% Reduce -2.4% 178,339 $37.6M
ARS Wealth Advisors Group, LLC 4.86% Reduce -2.7% 177,842 $37.5M
Novare Capital Management LLC 3.37% Reduce -1.2% 177,829 $37.5M
Legacy Private Trust Co. 2.65% Reduce -1.1% 177,315 $37.3M
Barr E S & Co. 2.45% Reduce -0.7% 177,217 $37.3M
Bank of Hawaii 1.71% Reduce -1.2% 177,093 $37.3M
River Wealth Advisors LLC 5.34% Add +0.2% 176,767 $37.2M
JLB & Associates Inc. 5.03% Reduce -1.3% 176,683 $37.2M
Mengis Capital Management, Inc. 7.58% Reduce -30.9% 176,608 $37.2M
Forvis Mazars Wealth Advisors, LLC 0.93% Reduce -4.6% 176,564 $37.2M
Sage Capital Advisors,llc 10.65% Reduce -1.7% 176,098 $37.1M
Centiva Capital, LP 1.81% Add +1826.3% 175,558 $37.0M
Trajan Wealth LLC 2.37% Add +16.1% 175,213 $36.9M
Campbell Capital Management Inc. 15.85% Reduce -0.4% 175,091 $36.9M
Folger Nolan Fleming Douglas Capital Management, Inc. 3.77% Reduce -0.3% 174,922 $36.8M
Oak Grove Capital LLC 9.44% Reduce -16.2% 174,845 $36.8M
Callahan Advisors, LLC 3.83% Add +5.5% 174,800 $36.8M
L.M. Kohn & Company 9.96% Reduce -6.8% 174,705 $36.8M
Skylands Capital, LLC 5.21% Reduce -13.2% 174,525 $36.8M
Ninety One SA (Pty) Ltd 5.70% Add +164.0% 172,265 $36.8M
Westchester Capital Management, Inc. 9.27% Reduce -0.9% 174,287 $36.7M
SageView Advisory Group, LLC 2.29% Add +4.8% 174,161 $36.7M
FourThought Financial Partners, LLC 4.72% Reduce -2.1% 174,096 $36.7M
Good Life Advisors, LLC 3.02% Add +2.2% 174,062 $36.7M
SignalPoint Asset Management, LLC 9.77% Reduce -5.1% 173,777 $36.6M
GHP Investment Advisors, Inc. 1.83% Reduce -3.1% 173,479 $36.5M
Cozad Asset Management Inc. 3.64% Add +3.2% 173,409 $36.5M
Draper Asset Management, LLC 27.66% Add +5.2% 173,098 $36.5M
Avior Wealth Management, LLC 1.57% Reduce -16.7% 173,066 $36.4M
Geneos Wealth Management Inc. 1.61% Reduce -0.5% 172,638 $36.4M
Miller Wealth Advisors, LLC 19.62% Reduce -0.9% 172,182 $36.3M
German American Bancorp, Inc. 4.16% Add +2.9% 172,046 $36.2M
Itau Unibanco Holding S.A. 1.48% New 171,963 $36.2M
Mill Creek Capital Advisors, LLC 0.92% Add +5.1% 171,933 $36.2M
MayTech Global Investments, LLC 5.42% Reduce -5.6% 171,848 $36.2M
AIA Group Ltd 1.06% Add +41.1% 171,495 $36.1M
Zullo Investment Group, Inc. 15.85% Reduce -0.3% 171,347 $36.1M
Americana Partners, LLC 2.83% Reduce -4.0% 170,983 $36.0M
Pennsylvania Capital Management Inc. 13.90% Reduce -0.6% 170,800 $36.0M
Pure Financial Advisors, LLC 0.99% Reduce -3.1% 170,273 $35.9M
Wealth Architects, LLC 4.38% Add +36.0% 170,151 $35.8M
RFG Advisory, LLC 1.17% Add +0.3% 170,149 $35.8M
Ardmore Road Asset Management LP 5.52% New 170,000 $35.8M
Pitcairn Co. 2.19% Add +4.9% 169,908 $35.8M
Nicolet Advisory Services, LLC 3.43% Add +2.3% 153,568 $35.8M
Sittner & Nelson, LLC 17.61% Reduce -0.2% 169,818 $35.8M
Trust Asset Management LLC 3.01% No change 169,512 $35.7M
Allen Mooney & Barnes Investment Advisors LLC 6.38% Add +32.4% 169,460 $35.7M
Westmount Partners, LLC 11.77% Reduce -1.7% 164,575 $35.7M
Perennial Investment Advisors, LLC 5.10% Add +0.4% 168,958 $35.6M
Buckley Wealth Management, LLC 11.27% Add +0.6% 168,849 $35.6M
Azzad Asset Management Inc. 4.19% Reduce -3.0% 168,751 $35.5M
TCV Trust & Wealth Management, Inc. 3.39% Add +0.1% 168,728 $35.5M
Parkside Financial Bank & Trust 5.58% Reduce -0.2% 168,712 $35.5M
Bordeaux Wealth Advisors LLC 6.80% Add +8.9% 168,676 $35.5M
Bedell Frazier Investment Counselling, LLC 8.54% Reduce -1.3% 168,088 $35.4M
M&R Capital Management Inc. 8.44% Reduce -1.1% 167,951 $35.4M
Rehmann Capital Advisory Group 2.53% Add +10.0% 167,931 $35.4M
Aquatic Capital Management LLC 1.30% New 167,800 $35.3M
Fiduciary Alliance LLC 5.74% Add +8.2% 160,336 $35.3M
Knuff & Co LLC 11.46% Add +3.7% 167,660 $35.3M
Berger Financial Group, Inc 2.81% Reduce -1.9% 167,455 $35.3M
Anderson Hoagland & Co. 3.70% Reduce -0.0% 154,196 $35.3M
1ST Source Bank 2.05% Reduce -0.9% 166,689 $35.1M
United Bank 4.35% Reduce -10.8% 166,380 $35.0M
Waters Parkerson & Co., LLC 1.86% Reduce -0.4% 166,344 $35.0M
Hunter Associates Investment Management LLC 5.88% Reduce -0.1% 166,007 $35.0M
Capital Asset Advisory Services LLC 1.89% Add +0.5% 152,743 $34.9M
Schnieders Capital Management LLC 7.10% Reduce -3.8% 165,745 $34.9M
Greenwoods Asset Management Hong Kong Ltd. 0.92% New 165,600 $34.9M
Penn Davis McFarland Inc. 5.39% Reduce -1.9% 165,320 $34.8M
Smith, Moore & Co. 3.59% Reduce -0.8% 164,998 $34.8M
Graves Light Lenhart Wealth, Inc. 3.97% Reduce -1.9% 160,010 $34.7M
Journey Advisory Group, LLC 4.14% Reduce -3.6% 164,252 $34.6M
Nadler Financial Group, Inc. 4.06% Reduce -0.2% 164,173 $34.6M
Lombard Odier Asset Management (Europe) Ltd 2.36% Add +23.4% 163,921 $34.5M
CX Institutional 1.62% Add +10.3% 163,820 $34.5M
Kelly Lawrence W & Associates Inc. 7.98% Reduce -0.4% 163,814 $34.5M
Concentric Capital Strategies, LP 2.15% New 163,598 $34.5M
Mitchell Capital Management Co. 6.06% Add +0.3% 163,432 $34.4M
Affinity Capital Advisors, LLC 7.21% Reduce -17.9% 163,060 $34.3M
Grove Bank & Trust 5.51% Reduce -0.3% 163,043 $34.3M
Progressive Investment Management Corp 9.08% Reduce -1.6% 162,759 $34.3M
Staley Capital Advisers Inc. 1.58% Reduce -0.1% 162,655 $34.3M
GAM Holding AG 2.62% Add +86.8% 162,234 $34.2M
Capital International Ltd. 1.57% Add +49.1% 162,068 $34.1M
Linscomb Wealth, Inc. 1.76% Reduce -0.2% 161,832 $34.1M
Cabot Wealth Management Inc. 4.46% Reduce -0.7% 161,715 $34.1M
Peachtree Investment Partners, LLC 13.35% Reduce -2.0% 161,630 $34.0M
West Coast Financial LLC 4.03% Reduce -0.0% 161,298 $34.0M
Point72 (DIFC) Ltd 3.01% New 160,948 $33.9M
United Asset Strategies, Inc. 3.34% Add +6.1% 160,642 $33.8M
Schmidt P J Investment Management Inc. 6.18% Add +0.9% 160,565 $33.8M
Sandbox Financial Partners, LLC 12.94% Reduce -13.7% 160,267 $33.8M
Capstone Financial Advisors, Inc. 2.23% Reduce -3.1% 160,247 $33.8M
Kavar Capital Partners Group, LLC 6.08% Reduce -0.5% 160,243 $33.8M
Private Ocean, LLC 2.97% Add +571.3% 160,112 $33.7M
Kiley Juergens Wealth Management, LLC 9.35% Add +0.5% 159,859 $33.7M
Northstar Group, Inc. 6.64% Reduce -1.3% 159,732 $33.6M
Conway Capital Management, Inc. 16.81% Reduce -1.5% 158,800 $33.4M
Wittenberg Investment Management, Inc. 11.47% Reduce -0.8% 158,295 $33.3M
Yong Rong (HK) Asset Management Ltd 11.45% New 157,300 $33.1M
Norman Fields, Gottscho Capital Management, LLC 11.58% Reduce -5.0% 142,073 $33.1M
Guinness Asset Management LTD 0.68% Add +3.8% 156,985 $33.1M
Sargent Investment Group, LLC 6.73% Add +2.6% 156,562 $33.0M
Goelzer Investment Management, Inc. 1.84% Reduce -1.4% 156,562 $33.0M
Sabal Trust CO 1.96% Add +81.5% 156,503 $33.0M
FengHe Fund Management Pte. Ltd. 4.60% New 156,500 $33.0M
Condor Capital Management 3.15% Reduce -3.3% 156,478 $33.0M
Clarkston Capital Partners, LLC 0.63% Reduce -0.9% 156,400 $32.9M
Strategic Blueprint, LLC 2.24% Add +1.6% 156,350 $32.9M
Schwerin Boyle Capital Management Inc. 3.45% Reduce -9.2% 156,315 $32.9M
TrinityPoint Wealth, LLC 5.14% Reduce -0.0% 155,991 $32.9M
LMR Partners LLP 0.90% New 155,934 $32.8M
McKinley Capital Management LLC 5.74% Reduce -13.1% 155,737 $32.8M
HughesLittle Investment Management Ltd. 7.20% Reduce -5.0% 155,736 $32.8M
Cape Cod Five Cents Savings Bank 3.17% Reduce -3.0% 155,544 $32.8M
Oak Asset Management, LLC 11.98% Reduce -0.2% 155,313 $32.7M
Kennedy Capital Management LLC 0.70% Reduce -8.2% 155,292 $32.7M
Kensico Capital Management Corp. 1.02% New 155,000 $32.6M
Solidarity Wealth, LLC 9.90% Reduce -9.3% 154,945 $32.6M
Capital Investment Advisory Services, LLC 3.36% Reduce -1.7% 154,462 $32.5M
Bluespring Wealth Management, LLC 3.48% Add +2.7% 153,925 $32.4M
Winthrop Advisory Group LLC 4.41% Reduce -1.5% 153,870 $32.4M
Cumberland Partners Ltd 2.35% Reduce -8.6% 153,218 $32.3M
First National Advisers, LLC 5.89% Add +12.5% 152,926 $32.2M
Quadrant Private Wealth Management, LLC 7.37% Add +0.8% 152,520 $32.1M
Sompo Asset Management Co., Ltd. 5.42% Reduce -4.0% 152,342 $32.1M
GLOBALT Investments LLC / GA 1.28% Reduce -1.4% 152,337 $32.1M
Schwarz Dygos Wheeler Investment Advisors LLC 8.86% Reduce -1.5% 152,227 $32.1M
West Branch Capital LLC 11.90% Reduce -1.3% 152,144 $32.0M
Cigna Investments Inc. 5.98% Reduce -1.6% 152,126 $32.0M
Howe & Rusling Inc. 2.92% Add +3.1% 152,095 $32.0M
Terril Brothers, Inc. 11.51% Add +0.0% 152,011 $32.0M
Larson Financial Group LLC 2.18% Add +62.0% 151,991 $32.0M
Private Trust Co. NA 3.45% Reduce -4.8% 151,970 $32.0M
Hutchinson Capital Management 6.54% Reduce -1.8% 151,834 $32.0M
Hilton Capital Management, LLC 2.70% Add +5.5% 151,770 $32.0M
Gryphon Financial Partners LLC 4.79% Add +4.0% 151,754 $32.0M
Marietta Investment Partners LLC 7.02% Reduce -1.9% 151,711 $32.0M
Hilltop Holdings Inc. 3.71% Add +2.5% 151,198 $31.8M
Godsey & Gibb, Inc. 3.29% Reduce -9.1% 151,079 $31.8M
South Street Advisors LLC 4.82% Reduce -4.1% 150,833 $31.8M
Lazari Capital Management, Inc. 14.29% Add +1.1% 150,459 $31.7M
Greenwood Capital Associates LLC 4.16% Reduce -0.6% 150,362 $31.7M
Bennett Selby Investments LP 14.21% Add +0.5% 150,268 $31.6M
First National Bank & Trust Co. of Newtown 6.43% Reduce -4.5% 150,228 $31.6M
JB Capital LLC 1.98% Add +14.0% 150,216 $31.6M
Alight Capital Management LP 7.82% Add +400.5% 150,143 $31.6M
L & S Advisors Inc 4.06% Add +11.4% 150,039 $31.6M
Arvest Trust Co. N A 1.88% Reduce -5.2% 150,004 $31.6M
Knollwood Investment Advisory, LLC 3.51% Add +0.6% 149,835 $31.6M
Ceredex Value Advisors LLC 0.60% New 149,687 $31.5M
Sander Capital Advisors Inc. 14.40% Reduce -0.3% 149,623 $31.5M
Hamilton Capital Partners Inc. 3.37% Add +9.9% 149,586 $31.5M
Hemington Wealth Management 10.61% Reduce -0.3% 149,504 $31.5M
Moody National Bank Trust Division 2.45% Reduce -0.5% 149,440 $31.5M
Chemistry Wealth Management LLC 8.13% Reduce -1.1% 149,439 $31.5M
Diamant Asset Management, Inc. 21.05% Reduce -0.1% 149,426 $31.5M
TRUE Private Wealth Advisors 3.56% Reduce -3.1% 149,373 $31.5M
Clearline Capital LP 2.75% Add +726.7% 149,345 $31.5M
Realta Investment Advisors 6.15% Reduce -0.5% 149,128 $31.4M
Segment Wealth Management, LLC 2.32% Reduce -2.2% 149,094 $31.4M
Bridgeway Capital Management, LLC 0.73% Reduce -24.7% 148,864 $31.4M
Mitchell McLeod Pugh & Williams Inc. 7.15% Add +1.6% 148,820 $31.3M
Missouri Trust & Investment Co 11.81% Reduce -2.7% 148,739 $31.3M
Ostrum Asset Management 2.73% Reduce -1.6% 148,427 $31.3M
Harbor Advisors LLC 5.73% No change 148,400 $31.3M
GAMMA Investing LLC 4.26% Add +74.7% 148,372 $31.3M
Cypress Funds LLC 4.19% Reduce -24.5% 148,297 $31.2M
Country Club Bank 2.17% Reduce -2.9% 145,646 $31.2M
Signet Financial Management, LLC 4.20% Reduce -1.7% 147,769 $31.1M
Greatmark Investment Partners, Inc. 4.53% Reduce -0.3% 147,361 $31.0M
IFG Advisory, LLC 1.99% Add +1.5% 147,266 $31.0M
Foster Group, Inc. 1.22% Add +1.7% 147,028 $31.0M
Zevin Asset Management LLC 5.01% Reduce -0.4% 146,868 $30.9M
Legacy Advisors, LLC 3.76% Add +14.7% 146,660 $30.9M
BetterWealth, LLC 9.83% Reduce -2.6% 146,498 $30.9M
Mechanics Bank Trust Department 4.41% Reduce -2.6% 146,321 $30.8M
Morningstar Investment Management LLC 3.22% Add +26.0% 146,315 $30.8M
Rockline Wealth Management, LLC 9.51% Add +15.5% 146,132 $30.8M
Sand Hill Global Advisors, LLC 1.40% Add +1.1% 146,090 $30.8M
Ardent Capital Management, Inc. 15.05% Reduce -0.1% 145,773 $30.7M
Core Alternative Capital 6.13% Reduce -7.8% 145,652 $30.7M
McKinley Carter Wealth Services, Inc. 1.95% Reduce -0.2% 145,302 $30.6M
Front Row Advisors LLC 10.62% Add +1.3% 145,035 $30.5M
Somerville Kurt F 5.15% Reduce -0.7% 144,996 $30.5M
Clarius Group, LLC 2.16% Add +0.0% 144,944 $30.5M
First Financial Bank - Trust Division 3.01% Reduce -5.0% 144,903 $30.5M
Coppell Advisory Solutions LLC 5.03% — 144,725 $30.5M
OMC Financial Services LTD 14.32% Reduce -3.9% 144,315 $30.4M
Cooper Financial Group 4.47% Add +2.3% 144,278 $30.4M
Ascent Wealth Partners, LLC 4.45% Reduce -0.5% 144,141 $30.4M
Callan Capital, LLC 2.49% Add +3.3% 143,851 $30.3M
Valley National Advisers Inc. 4.50% Reduce -3.2% 143,807 $30.3M
Addenda Capital Inc. 1.19% Add +9.8% 143,716 $30.3M
Leo Wealth, LLC 3.09% Reduce -7.2% 141,627 $30.3M
Lodestar Private Asset Management LLC 4.15% Add +3.3% 143,046 $30.1M
Syon Capital LLC 2.77% Add +2.6% 142,947 $30.1M
Regal Investment Advisors LLC 1.99% Add +1.5% 142,682 $30.1M
Hayek Kallen Investment Management 11.19% Reduce -0.6% 142,516 $30.0M
SevenBridge Financial Group, LLC 6.63% Add +0.2% 144,678 $30.0M
Auxano Advisors, LLC 8.29% Add +22.3% 142,290 $30.0M
Occidental Asset Management, LLC 5.25% Add +3.7% 141,941 $29.9M
Dumont & Blake Investment Advisors LLC 4.23% Add +98.2% 141,939 $29.9M
Galvin, Gaustad & Stein, LLC 2.82% Add +2.0% 141,853 $29.9M
Segall Bryant & Hamill, LLC 0.53% Add +1.9% 141,536 $29.8M
Summit Rock Advisors, LP 9.21% Reduce -57.1% 141,437 $29.8M
Oak Harvest Investment Services 4.70% Add +9.5% 141,383 $29.8M
Monetary Management Group Inc. 7.87% Add +2.5% 141,353 $29.8M
Clarity Financial LLC 4.48% Add +1.8% 141,249 $29.7M
Fortitude Family Office, LLC 16.87% Add +0.9% 141,234 $29.7M
Kidder Stephen W 9.29% Add +0.1% 141,097 $29.7M
FAS Wealth Partners, Inc. 2.57% Add +5.4% 140,933 $29.7M
Arjuna Capital 7.98% Add +2.5% 140,783 $29.7M
TCI Wealth Advisors, Inc. 2.80% Add +8.8% 140,730 $29.6M
James Investment Research, Inc. 3.53% Reduce -2.0% 140,633 $29.6M
Whalerock Point Partners, LLC 7.92% Add +0.1% 140,426 $29.6M
Smithbridge Asset Management Inc. 6.14% Reduce -6.9% 140,287 $29.5M
Martin Capital Advisors, LLP 22.15% Reduce -1.6% 140,222 $29.5M
Fairview Capital Investment Management, LLC 1.66% Add +0.9% 140,148 $29.5M
MIdWestOne Financial Group, Inc. 5.32% Reduce -1.3% 140,141 $29.5M
Bison Wealth, LLC 4.80% No change 171,863 $29.5M
NTV Asset Management LLC 4.22% Add +1.4% 139,877 $29.5M
Premier Path Wealth Partners, LLC 5.01% Add +4.7% 139,695 $29.4M
Searle & Co. 6.89% Add +14.1% 139,567 $29.4M
Litman Gregory Wealth Management LLC 2.60% Reduce -6.0% 139,290 $29.3M
Rowlandmiller & Partners.adv 6.40% Reduce -4.7% 139,283 $29.3M
Wellington Shields Capital Management, LLC 5.34% Reduce -0.2% 139,259 $29.3M
CreativeOne Wealth, LLC 1.48% Reduce -9.9% 139,150 $29.3M
Sterling Investment Advisors, Ltd. 7.90% Reduce -3.1% 138,801 $29.2M
Matrix Asset Advisors Inc. 3.48% Reduce -0.6% 138,429 $29.2M
Princeton Capital Management LLC 9.50% Add +0.2% 138,317 $29.1M
StoneX Group Inc. 2.33% Add +10.4% 138,071 $29.1M
Inscription Capital, LLC 4.68% Reduce -2.3% 137,720 $29.0M
Laurel Wealth Advisors LLC 5.06% Reduce -1.9% 137,346 $28.9M
Spirepoint Private Client, LLC 4.10% Add +5.2% 137,171 $28.9M
IPG Investment Advisors LLC 6.31% Add +4.0% 137,119 $28.9M
Resolute Wealth Strategies, LLC 16.59% Reduce -1.7% 136,665 $28.8M
Semus Wealth Partners LLC 22.17% Add +0.7% 136,338 $28.7M
Hills Bank & Trust Co 2.32% Reduce -3.7% 136,164 $28.7M
NWF Advisory Services Inc. 4.56% Add +0.5% 136,131 $28.7M
CIC Wealth, LLC 7.89% Add +0.1% 136,034 $28.7M
Bourne Lent Asset Management Inc. 10.98% Reduce -0.0% 136,014 $28.6M
Trek Financial, LLC 2.27% Add +51.1% 135,812 $28.6M
Covington Investment Advisors Inc. 4.59% Reduce -5.4% 135,751 $28.6M
Advisor OS, LLC 3.13% Reduce -1.4% 135,742 $28.6M
Embree Financial Group 5.49% Reduce -2.6% 135,571 $28.6M
Augustine Asset Management Inc. 11.02% Add +0.3% 135,527 $28.5M
Canandaigua National Bank & Trust Co. 3.10% Reduce -2.1% 135,374 $28.5M
San Luis Wealth Advisors LLC 6.85% New 135,319 $28.5M
Hamilton Wealth, LLC 7.65% Add +6.3% 135,179 $28.5M
Ironwood Investment Counsel, LLC 5.08% Reduce -0.3% 135,048 $28.4M
Polymer Capital Management (HK) LTD 5.77% Add +7006.7% 135,028 $28.4M
GPS Wealth Strategies Group, LLC 4.26% Reduce -2.0% 134,734 $28.4M
Hardy Reed LLC 2.85% Add +61.3% 134,581 $28.3M
First Hawaiian Bank 0.96% Add +8.5% 134,196 $28.3M
Howard Financial Services, LTD. 4.63% Reduce -5.4% 134,054 $28.2M
Oxford Financial Group, LTD. LLC 1.86% Reduce -0.3% 134,035 $28.2M
RNC Capital Management LLC 1.56% Add +14.6% 133,906 $28.2M
Centre Asset Management, LLC 6.46% Add +0.3% 133,565 $28.1M
RPG Investment Advisory, LLC 4.14% Add +13.0% 133,173 $28.0M
Steele Capital Management, Inc. 1.56% Reduce -0.8% 133,117 $28.0M
Alley Investment Management Company, LLC 3.83% Add +0.3% 133,082 $28.0M
Intrust Bank NA 2.98% Reduce -4.8% 133,054 $28.0M
Amova Asset Management Americas, Inc. 0.32% Add +35.3% 133,162 $28.0M
Main Street Financial Solutions, LLC 2.64% Add +5.4% 132,765 $28.0M
Cypress Wealth Services, LLC 6.22% Add +0.6% 132,701 $27.9M
Manchester Global Management (UK) Ltd 4.91% New 132,500 $27.9M
Westwood Wealth Management 11.00% Reduce -18.8% 132,226 $27.8M
LVW Advisors, LLC 4.10% Add +1.3% 132,102 $27.8M
Colonial Trust Co / SC 4.90% Add +0.7% 131,992 $27.8M
Vest Financial, LLC 0.67% Add +2.9% 131,945 $27.8M
Global X Japan Co., Ltd. 3.93% Add +57.5% 131,821 $27.8M
CFO4Life Group, LLC 5.22% Add +0.1% 131,708 $27.7M
Horiko Capital Management LLC 7.87% Add +1.3% 130,975 $27.7M
1834 Investment Advisors Co. 3.33% Reduce -1.8% 131,410 $27.7M
Platform Technology Partners 9.52% — 131,357 $27.7M
Clarity Wealth Advisors, LLC 8.94% Add +4.0% 131,308 $27.7M
XML Financial, LLC 2.78% Reduce -2.5% 131,116 $27.6M
City Holding Co. 4.08% Reduce -1.8% 131,099 $27.6M
Chickasaw Capital Management LLC 1.22% Reduce -1.5% 130,917 $27.6M
Gilliland Jeter Wealth Management LLC 9.28% Reduce -4.9% 130,844 $27.6M
Edgestream Partners, L.P. 1.33% Add +104.9% 130,751 $27.5M
CCM Investment Advisers LLC 3.23% Add +0.6% 130,610 $27.5M
Simmons Bank 2.08% Add +1.7% 130,555 $27.5M
Facet Wealth, Inc. 0.84% Add +4.9% 125,661 $27.5M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 7.13% Reduce -10.1% 130,454 $27.5M
Cooper Creek Partners Management LLC 1.00% New 129,876 $27.4M
1776 Wealth LLC 12.32% Add +0.1% 129,813 $27.3M
Bensler, LLC 3.68% Add +0.7% 129,780 $27.3M
LGT Fund Management Co Ltd. 3.41% Add +378.5% 129,684 $27.3M
CHICAGO TRUST Co NA 5.53% Add +2.0% 129,549 $27.3M
LSV Asset Management 0.06% Reduce -1.6% 129,400 $27.3M
Tyche Wealth Partners LLC 6.63% Add +0.1% 129,396 $27.3M
Quent Capital, LLC 3.00% Add +0.3% 129,362 $27.2M
Concourse Financial Group Securities, Inc. 1.71% Add +1.8% 144,357 $27.2M
Pettyjohn, Wood & White, Inc. 5.29% Reduce -1.4% 129,238 $27.2M
Legacy Capital Group California, Inc. 9.81% Reduce -0.3% 129,230 $27.2M
Sanders Morris Harris LLC 4.46% Add +0.4% 128,990 $27.2M
Regatta Capital Group, LLC 5.83% Add +2.2% 128,596 $27.1M
Cyndeo Wealth Partners, LLC 2.12% Add +0.5% 128,437 $27.1M
Founders Financial Alliance, LLC 8.02% Reduce -3.2% 128,432 $27.1M
Institute for Wealth Management, LLC. 3.62% Add +2.8% 128,382 $27.0M
Texas Capital Bank Wealth Management Services Inc 2.80% Add +6.0% 128,030 $27.0M
New Hampshire Trust 6.15% Reduce -0.1% 128,008 $27.0M
Freemont Management S.A. 15.58% Add +20.0% 128,000 $27.0M
Atwood & Palmer Inc. 2.04% Reduce -0.8% 127,844 $26.9M
Icon Wealth Advisors, LLC 2.39% Add +55.1% 121,154 $26.9M
Perennial Advisors, LLC 6.03% Reduce -1.8% 127,724 $26.9M
Harris Associates (Oakmark Funds) 0.05% Reduce -1.6% 127,663 $26.9M
JFS Wealth Advisors, LLC 2.12% Reduce -1.6% 127,412 $26.8M
Benin Management CORP 8.15% Reduce -6.3% 127,372 $26.8M
Peak Asset Management, LLC 5.25% Add +0.1% 127,331 $26.8M
Cornerstone Advisory, LLC 3.75% Add +1.6% 126,737 $26.7M
Tradition Wealth Management, LLC 2.58% Reduce -0.1% 126,562 $26.7M
Strategic Planning Group, LLC 5.83% Reduce -39.4% 126,545 $26.7M
Hoertkorn Richard Charles 11.60% Reduce -6.1% 126,432 $26.6M
Pioneer Trust Bank N A 7.18% Reduce -0.8% 126,380 $26.6M
Patton Albertson Miller Group, LLC 3.78% Add +3.1% 126,183 $26.6M
Sigma Investment Counselors Inc. 1.66% Reduce -2.0% 126,084 $26.6M
Bogart Wealth, LLC 1.35% Add +4.8% 125,864 $26.5M
Activest Wealth Management 8.72% Add +397.7% 125,813 $26.5M
Onex Canada Asset Management Inc. 3.02% Reduce -3.3% 125,792 $26.5M
Anchor Investment Management, LLC 2.72% Add +2.6% 125,539 $26.4M
King Wealth Management Group 4.40% Add +0.8% 125,240 $26.4M
Maryland Capital Advisors Inc. 14.19% Add +375.7% 125,100 $26.3M
Adero Partners, LLC 1.92% Add +36.7% 125,085 $26.3M
Parthenon LLC 3.34% Reduce -1.6% 124,815 $26.3M
Winch Advisory Services, LLC 7.50% Reduce -1.6% 124,464 $26.2M
Wallington Asset Management, LLC 4.01% Reduce -0.8% 124,462 $26.2M
Citizens National Bank Trust Department 5.81% Reduce -0.4% 123,866 $26.1M
GAMCO Investors 0.28% Reduce -12.1% 123,849 $26.1M
Canal Capital Management, LLC 4.45% Reduce -0.3% 123,768 $26.1M
Holderness Investments Co. 6.15% Reduce -0.3% 123,755 $26.1M
J. W. Coons Advisors, LLC 4.87% Add +1.4% 123,687 $26.1M
Orange Investment Advisors, Inc. 3.38% Add +3.8% 140,249 $26.0M
Selway Asset Management 10.61% Reduce -4.7% 123,322 $26.0M
Plancorp, LLC 1.12% Reduce -0.3% 123,225 $26.0M
Money Concepts Capital Corp. 2.18% Reduce -1.5% 123,162 $25.9M
Barlow Wealth Partners, LLC 3.58% Add +2.4% 118,364 $25.9M
Trustmark Bank Trust Department 2.07% Reduce -2.3% 122,572 $25.8M
Dundas Partners LLP 2.00% Reduce -14.8% 122,222 $25.7M
Quantum Private Wealth, LLC 9.12% Reduce -0.6% 122,038 $25.7M
Concentrum Wealth Management 10.78% Add +4.7% 121,668 $25.6M
Chilton Investment Co. Inc. 0.72% Add +98.5% 121,637 $25.6M
Trust Point Inc. 2.05% Reduce -3.8% 121,627 $25.6M
American Money Management, LLC 5.47% Reduce -15.6% 121,603 $25.6M
Conning Inc. 0.96% Reduce -2.4% 121,442 $25.6M
Summit X, LLC 5.73% Add +3.4% 120,448 $25.5M
Community Financial Services Group, LLC 5.50% Add +0.7% 121,182 $25.5M
Security National Bank 3.70% Reduce -1.2% 120,890 $25.5M
Southland Equity Partners LLC 7.25% Reduce -8.1% 120,533 $25.4M
Blue Trust, Inc. 0.35% Add +15.3% 148,000 $25.4M
Broderick Brian C 5.17% Add +0.0% 120,344 $25.3M
Magnus Financial Group LLC 2.86% Add +2.4% 120,261 $25.3M
Valicenti Advisory Services Inc. 6.79% Reduce -3.0% 120,085 $25.3M
Susquehanna Fundamental Investments, LLC 0.58% New 120,027 $25.3M
RBF Capital, LLC 1.48% No change 120,000 $25.3M
MJP Associates Inc. 5.25% Reduce -0.5% 119,946 $25.3M
Cypress Asset Management Inc. 6.50% Reduce -2.2% 116,986 $25.3M
True North Advisors, LLC 6.75% Reduce -7.9% 119,910 $25.3M
Monograph Wealth Advisors, LLC 3.69% Add +0.7% 119,904 $25.3M
Davidson Kempner Capital Management LP 0.58% New 120,000 $25.2M
Angeles Wealth Management, LLC 2.37% Add +11.9% 119,751 $25.2M
Broadleaf Partners, LLC 6.09% Add +43.3% 119,593 $25.2M
Cardiff Park Advisors, LLC 2.43% Reduce -0.6% 119,580 $25.2M
Sowa Financial Group, Inc. 19.07% Reduce -7.4% 119,575 $25.2M
Nicholas Hoffman & Company, LLC. 1.18% Add +5.2% 119,573 $25.2M
GenTrust, LLC 1.37% Add +1.7% 119,280 $25.1M
Supplemental Annuity Collective Trust of NJ 7.72% No change 119,200 $25.1M
Shepherd Financial Partners LLC 3.23% Reduce -0.4% 119,027 $25.1M
Te Ahumairangi Investment Management Ltd 4.82% Reduce -20.9% 119,000 $25.1M
Oxbow Advisors, LLC 3.03% Add +0.3% 118,929 $25.0M
Synergy Asset Management, LLC 3.93% Add +3.8% 118,904 $25.0M
Verity & Verity, LLC 2.73% Add +3.4% 118,760 $25.0M
Wells Trecaso Financial Group, LLC 8.65% Reduce -0.6% 118,729 $25.0M
China Universal Asset Management Co., Ltd. 3.52% Add +57.1% 118,602 $25.0M
Arcadia Investment Management Corp. 4.26% Reduce -1.3% 118,512 $25.0M
Old Mission Investment Co LLC 8.10% Add +0.2% 118,368 $24.9M
Millennium Capital Advisors, LLC 16.57% Reduce -0.1% 118,325 $24.9M
GeoWealth Management, LLC 1.08% Add +23.0% 118,200 $24.9M
Claro Advisors Inc. 3.89% Add +2.7% 118,149 $24.9M
First Western Trust Bank 1.18% Add +25.5% 118,068 $24.9M
Continuum Advisory, LLC 3.58% Reduce -1.4% 118,000 $24.9M
Warther Private Wealth, LLC 9.73% Add +14.4% 117,966 $24.8M
Creative Financial Designs Inc. 2.21% Add +11.8% 117,801 $24.8M
Scott & Selber, Inc. 7.90% Add +1.2% 117,548 $24.8M
Copeland Capital Management, LLC 0.46% Add +2.8% 117,344 $24.7M
Arrow Financial Corp 2.41% Reduce -3.4% 117,240 $24.7M
McGuire Investment Group, LLC 3.54% Add +0.2% 117,215 $24.7M
Abacus FCF Advisors LLC 6.12% Reduce -23.0% 117,001 $24.6M
RMR Wealth Builders 2.82% Reduce -3.1% 116,875 $24.6M
Marietta Wealth Management, LLC 3.83% Add +5.5% 116,753 $24.6M
Goldstream Capital Management Ltd 11.70% Add +43.5% 116,682 $24.6M
Beverly Hills Private Wealth, LLC 5.37% Reduce -0.8% 116,625 $24.6M
Grand Jean Capital Management Inc. 6.12% Reduce -9.8% 116,566 $24.6M
Alexander Labrunerie & Co., Inc. 13.38% Add +1.1% 116,467 $24.5M
180 Wealth Advisors, LLC 4.00% Add +0.4% 107,737 $24.5M
Biechele Royce Advisors 8.27% Add +13.0% 116,313 $24.5M
Jackson Square Capital, LLC 6.03% Add +4.4% 116,311 $24.5M
Moneco Advisors, LLC 3.59% Add +15.2% 116,129 $24.5M
Farmers Trust Co. 4.95% Add +5.3% 115,801 $24.4M
Liberty Wealth Management LLC 4.47% Add +70.5% 181,551 $24.4M
Jasper Ridge Partners, L.P. 0.79% No change 115,577 $24.3M
Jamison Private Wealth Management, Inc. 4.04% Reduce -1.1% 115,381 $24.3M
Financial Avengers, Inc. 12.87% Reduce -2.9% 115,086 $24.2M
Decatur Capital Management, Inc. 11.75% Add +2.8% 115,026 $24.2M
Ballast Advisors LLC 7.68% Add +1.0% 114,930 $24.2M
Beck Mack & Oliver LLC 0.50% Reduce -4.5% 114,421 $24.1M
Asset Dedication, LLC 1.67% Add +5.0% 114,395 $24.1M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 2.17% Reduce -11.3% 114,396 $24.1M
Crestline Management, L.P. 1.88% Add +570.6% 114,000 $24.0M
Montag & Caldwell, LLC 4.85% Add +79.0% 113,899 $24.0M
Absher Wealth Management, LLC 3.37% Add +1.3% 113,796 $24.0M
GFG Capital, LLC 6.52% Add +0.3% 113,656 $23.9M
Boothbay Fund Management, LLC 0.82% Add +1259.9% 113,512 $23.9M
Ascentis Independent Advisors 4.98% — 113,433 $23.9M
Edge Capital Group, LLC 1.16% Add +1.1% 113,328 $23.9M
Haverford Financial Services, Inc. 7.15% Reduce -0.1% 113,250 $23.9M
Red Door Wealth Management, LLC 4.20% Add +2.9% 113,103 $23.8M
Trifecta Capital Advisors, LLC 5.27% Add +1.2% 113,029 $23.8M
Oak Associates Ltd. 1.58% No change 112,894 $23.8M
Garde Capital, Inc. 1.65% Reduce -2.1% 112,746 $23.7M
Financial Engines Advisors L.L.C. 0.05% Add +21.5% 112,573 $23.7M
RKL Wealth Management LLC 2.28% Reduce -2.4% 112,387 $23.7M
NFJ Investment Group, LLC 0.73% Reduce -6.2% 112,310 $23.7M
AdvisorNet Financial, Inc 2.15% Reduce -0.3% 112,248 $23.6M
Brown Miller Wealth Management, LLC 9.81% Add +0.6% 112,176 $23.6M
Brady Family Wealth, LLC 7.61% Reduce -2.2% 111,947 $23.6M
Prairie Sky Financial Group LLC 14.63% Reduce -0.3% 111,869 $23.6M
Whitener Capital Management, Inc. 7.13% Reduce -0.5% 111,806 $23.5M
Ables, Iannone, Moore & Associates, Inc. 15.55% Reduce -0.8% 111,607 $23.5M
James J. Burns & Company, LLC 4.62% Add +491.3% 111,451 $23.5M
Alberta Investment Management Corp 0.26% Reduce -70.6% 111,400 $23.5M
Wellington Shields & Co., LLC 7.64% Add +3.6% 111,335 $23.4M
Sunbelt Securities, Inc. 2.40% Add +0.3% 111,167 $23.4M
Bellecapital International Ltd. 5.03% Reduce -3.2% 111,070 $23.4M
Prestige Wealth Management Group LLC 5.05% Reduce -3.1% 111,013 $23.4M
JCIC Asset Management Inc. 9.61% Reduce -19.9% 110,891 $23.4M
Plimoth Trust Co. LLC 6.23% Reduce -3.4% 110,803 $23.3M
Point72 Hong Kong Ltd 1.42% New 110,791 $23.3M
Romano Brothers and Company 3.23% Reduce -1.5% 110,747 $23.3M
Focused Wealth Management, Inc 3.43% Add +1.2% 110,551 $23.3M
Willis Investment Counsel 1.61% Reduce -0.6% 110,518 $23.3M
Kozak & Associates, Inc. 5.74% Add +5.2% 104,949 $23.3M
Atwater Malick LLC 8.00% Add +0.8% 110,283 $23.2M
Lester Murray Antman dba SimplyRich 7.35% No change 110,246 $23.2M
Connecticut Wealth Management, LLC 1.20% Add +0.3% 110,175 $23.2M
HTLF Bank 2.64% Reduce -1.2% 110,015 $23.2M
Jackson Wealth Management, LLC 4.96% Reduce -44.6% 109,754 $23.1M
Ithaka Group LLC 4.26% Reduce -3.4% 109,633 $23.1M
Mattern Wealth Management LLC 5.55% Reduce -5.0% 109,614 $23.1M
Peddock Capital Advisors, LLC 5.94% Reduce -2.8% 109,530 $23.1M
Strategic Wealth Partners, Ltd. 2.41% Add +3.3% 109,435 $23.0M
Mitchell Sinkler & Starr 5.92% Reduce -2.9% 103,236 $23.0M
Spectrum Wealth Counsel, LLC 2.92% Reduce -12.9% 109,403 $23.0M
Smith Anglin Financial, LLC 2.33% Reduce -0.4% 109,249 $23.0M
Regent Peak Wealth Advisors LLC 5.26% Reduce -1.0% 109,064 $23.0M
Essex Bank 6.17% Reduce -2.3% 108,787 $22.9M
LM Advisors LLC 4.56% Reduce -32.8% 108,606 $22.9M
Motco 1.35% Reduce -1.8% 108,601 $22.9M
Westover Capital Advisors, LLC 5.89% Reduce -2.1% 108,497 $22.9M
B.O.S.S. Retirement Advisors, LLC 5.84% Add +52.9% 108,412 $22.8M
Calydon Capital 4.08% Add +0.4% 108,286 $22.8M
MSA Advisors, LLC 6.53% Add +5.4% 108,090 $22.8M
Paulson Wealth Management Inc. 6.64% Reduce -0.3% 108,018 $22.8M
Sage Mountain Advisors LLC 2.10% Add +14.8% 107,954 $22.7M
Ibex Wealth Advisors 3.55% Reduce -1.2% 107,922 $22.7M
Members Trust Co 0.69% Add +238.0% 107,785 $22.7M
TTP Investments, Inc. 8.52% Add +2.5% 107,643 $22.7M
Cornell Pochily Investment Advisors, Inc. 8.61% Add +0.8% 107,539 $22.6M
Tenere Capital LLC 6.72% Add +95.1% 107,532 $22.6M
Sierra Summit Advisors LLC 5.61% Reduce -11.0% 107,372 $22.6M
Vishria Bird Financial Group, LLC 9.49% Reduce -0.1% 107,298 $22.6M
Altfest L J & Co. Inc. 3.09% Add +0.9% 107,297 $22.6M
Fulcrum Capital LLC 5.13% Reduce -3.4% 107,031 $22.5M
Point72 Asia (Singapore) Pte. Ltd. 4.70% Add +254.9% 107,030 $22.5M
9258 Wealth Management, LLC 3.46% Reduce -2.6% 106,870 $22.5M
CMH Wealth Management LLC 5.54% Reduce -1.9% 106,812 $22.5M
Loomis Sayles & Co. L P 0.03% Add +72.0% 106,777 $22.5M
Harvey Capital Management Inc. 5.91% Reduce -1.3% 106,681 $22.5M
Ellevest, Inc. 1.35% Reduce -1.4% 106,679 $22.5M
Intrua Financial, LLC 3.64% Add +5.3% 106,391 $22.4M
Keel Point, LLC 2.02% Add +34.3% 101,252 $22.4M
Proficio Capital Partners LLC 2.35% Add +3.3% 106,350 $22.4M
GC Wealth Management RIA, LLC 4.42% Add +2.2% 106,212 $22.4M
Accurate Wealth Management, LLC 5.36% Add +9.1% 95,447 $22.4M
Elk River Wealth Management LLC 4.37% Reduce -8.0% 106,027 $22.3M
Financial Partners Group, Inc 3.52% Add +0.5% 105,936 $22.3M
GSG Advisors LLC 7.87% Reduce -1.8% 102,800 $22.3M
Tufton Capital Management 4.33% Add +0.0% 105,761 $22.3M
D L Carlson Investment Group Inc. 4.29% Reduce -2.3% 105,643 $22.3M
Cyrus J. Lawrence, LLC 4.50% Reduce -0.1% 105,392 $22.2M
Martin Investment Management, LLC 5.69% Reduce -3.0% 105,206 $22.2M
Mirador Capital Partners LP 4.16% Add +6.8% 104,929 $22.1M
Central Pacific Bank - Trust Division 2.76% Add +10.9% 104,747 $22.1M
Ridgecrest Wealth Partners, LLC 13.26% Add +0.7% 104,573 $22.0M
Harrell Investment Partners, LLC 6.40% Add +0.3% 104,540 $22.0M
PFC Capital Group, Inc. 11.01% Reduce -0.0% 104,473 $22.0M
Y-Intercept (Hong Kong) Ltd 1.21% Add +405.6% 104,448 $22.0M
Financial Insights, Inc. 6.11% Reduce -1.4% 104,335 $22.0M
Redwood Investment Management, LLC 1.90% Reduce -0.5% 104,364 $22.0M
Benedict Financial Advisors Inc. 5.57% Reduce -2.4% 104,214 $21.9M
Marks Group Wealth Management, Inc 2.31% Add +0.0% 104,169 $21.9M
Naviter Wealth, LLC 3.27% Add +14.2% 104,043 $21.9M
Stratos Investment Management, LLC 1.81% Reduce -8.8% 103,866 $21.9M
Symmetry Partners, LLC 1.12% Reduce -10.9% 103,711 $21.8M
Abner Herrman & Brock LLC 2.76% Reduce -21.9% 103,381 $21.8M
Sentinel Trust Co. Lba 2.67% Reduce -11.8% 102,941 $21.7M
Covenant Asset Management, LLC 4.87% Add +4.5% 102,797 $21.7M
Zions Bancorporation, N.A. 1.73% Add +7.0% 102,706 $21.6M
Accent Capital Management, LLC 13.28% Reduce -0.1% 102,705 $21.6M
Montis Financial, LLC 9.89% Reduce -17.6% 102,432 $21.6M
Vantage Wealth 4.97% Add +0.8% 102,390 $21.6M
Tamar Securities, LLC 3.50% Reduce -10.2% 102,299 $21.5M
Modern Wealth Management, LLC 1.59% Add +21.7% 102,259 $21.5M
Retirement Planning Group, LLC 1.37% Add +11.9% 102,149 $21.5M
SOL Capital Management CO 2.58% Add +2.1% 102,096 $21.5M
Northstar Asset Management Inc. 5.49% Add +0.7% 102,089 $21.5M
Levin Capital Strategies, L.P. 2.26% Reduce -0.3% 101,636 $21.4M
Riverview Capital Advisers, LLC 7.21% Add +0.0% 101,633 $21.4M
Jessup Wealth Management, Inc 9.11% Reduce -3.4% 101,433 $21.4M
PGIM Custom Harvest LLC 0.48% Add +4.1% 101,407 $21.4M
Acorn Financial Advisory Services Inc. 3.98% Reduce -1.5% 101,150 $21.3M
Stockman Wealth Management, Inc. 3.73% Add +1.9% 101,109 $21.3M
Soros Fund Management 0.66% New 101,055 $21.3M
Advisory Alpha, LLC 0.84% Add +13.4% 100,976 $21.3M
Chelsea Counsel Co. 10.61% Add +0.3% 100,924 $21.3M
Brandywine Oak Private Wealth LLC 2.18% Reduce -0.3% 100,738 $21.2M
Symmetry Investments LP 2.66% Add +324.0% 100,695 $21.2M
BSW Wealth Partners 3.48% Reduce -1.8% 100,664 $21.2M
Chapin Davis, Inc. 7.25% Reduce -0.7% 100,625 $21.2M
MBL Wealth, LLC 2.37% Reduce -0.4% 100,618 $21.2M
Moloney Securities Asset Management, LLC 3.08% Reduce -0.4% 100,616 $21.2M
Mirae Asset Securities (usa) Inc. 1.36% — 100,419 $21.2M
Jeppson Wealth Management, LLC 8.06% Reduce -0.3% 100,285 $21.1M
TD Private Client Wealth LLC 0.67% Reduce -6.3% 100,346 $21.1M
Asset Management Group, Inc. 3.21% Add +0.0% 100,234 $21.1M
Roberts Wealth Advisors, LLC 7.20% Add +40.4% 92,241 $21.1M
Rappaport Reiches Capital Management, LLC 6.22% Reduce -5.3% 100,117 $21.1M
Smartleaf Asset Management LLC 3.45% Add +24.3% 98,192 $21.0M
Key Financial Inc 5.04% Reduce -3.2% 99,806 $21.0M
Weil Company, Inc. 7.67% Reduce -0.6% 99,784 $21.0M
Hamilton Point Investment Advisors, LLC 4.08% Add +0.5% 99,760 $21.0M
Meridian Wealth Advisors, LLC 3.74% Reduce -4.0% 99,637 $21.0M
Insight Advisors, LLC/ PA 3.83% Reduce -3.3% 99,595 $21.0M
Taylor Hoffman Wealth Management 8.54% Add +0.3% 96,701 $21.0M
Guardian Capital Advisors LP 2.23% Add +0.9% 89,835 $20.9M
Villere St Denis J & Co. LLC 1.81% Reduce -1.0% 99,195 $20.9M
Perkins Coie Trust Co 4.86% Reduce -1.6% 99,184 $20.9M
Verde Servicos Internacionais S.A. 9.87% Add +216.1% 99,178 $20.9M
Peak Planning Group, LLC 10.24% Add +5.3% 98,872 $20.8M
Ellis Investment Partners, LLC 4.39% Reduce -1.6% 98,450 $20.7M
Plante Moran Financial Advisors, LLC 2.07% Add +6.5% 98,420 $20.7M
Central Bank & Trust Co. 2.88% Reduce -4.5% 98,372 $20.7M
WoodTrust Financial Corp 3.22% Add +1.2% 98,213 $20.7M
PDS Planning, Inc 2.08% Add +6.6% 98,059 $20.7M
FRG Family Wealth Advisors LLC 3.99% Reduce -0.3% 99,527 $20.6M
Payden & Rygel Investment Group 1.67% Add +8.7% 97,900 $20.6M
Payden & Rygel 1.67% Add +8.7% 97,900 $20.6M
Prosperity Consulting Group, LLC 2.79% Reduce -12.6% 97,863 $20.6M
Westhampton Capital, LLC 11.17% Reduce -1.6% 97,846 $20.6M
Harbor Island Capital LLC 8.86% Reduce -0.3% 97,688 $20.6M
Bfsg, LLC 2.61% Reduce -8.1% 97,649 $20.6M
Herold Advisors, Inc. 4.75% Add +1.5% 97,574 $20.6M
Lathrop Investment Management Co. 4.02% Reduce -1.6% 97,544 $20.5M
Atlas Private Wealth Advisors 3.34% Add +97.7% 97,451 $20.5M
Peterson Wealth Services 7.17% Add +1.2% 97,383 $20.5M
Adams Asset Advisors, LLC 2.75% No change 97,320 $20.5M
Armstrong, Fleming & Moore, Inc 13.13% Reduce -1.5% 97,242 $20.5M
Nelson Capital Management, LLC 3.63% Add +7.1% 97,003 $20.4M
Paragon Capital Management LLC 11.00% Add +0.1% 96,795 $20.4M
JTC Employer Solutions Trustee Ltd 1.36% Reduce -5.1% 96,805 $20.4M
Manhattan West Asset Management, LLC 5.50% Reduce -10.6% 96,642 $20.4M
Clean Yield Group 7.60% Add +12.5% 96,584 $20.3M
Personal Cfo Solutions, LLC 3.12% Add +12.0% 96,515 $20.3M
Navalign, LLC 6.41% Reduce -9.0% 96,375 $20.3M
HFR Wealth Management, LLC 5.16% Reduce -0.7% 96,292 $20.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3.38% Add +0.4% 96,195 $20.3M
Cliftonlarsonallen Wealth Advisors, LLC 0.43% Add +3.4% 96,021 $20.2M
Titan Global Capital Management USA LLC 3.21% Reduce -1.6% 95,629 $20.1M
Full Sail Capital, LLC 1.35% Reduce -0.4% 95,581 $20.1M
Arlington Financial Advisors, LLC 4.41% Reduce -18.1% 95,540 $20.1M
Capital Planning Advisors, LLC 3.44% Reduce -3.3% 95,514 $20.1M
Canvas Wealth Advisors, LLC 6.22% Reduce -1.3% 91,869 $20.1M
Werba Rubin Papier Wealth Management 5.54% Reduce -5.4% 95,215 $20.1M
United American Securities Inc. (d/b/a UAS Asset Management) 4.80% Reduce -1.3% 95,194 $20.0M
Stonebridge Capital Management Inc. 8.53% Reduce -0.0% 94,933 $20.0M
Ransom Advisory, Ltd 10.02% Add +1.4% 94,871 $20.0M
Liberty Capital Management, Inc. 4.73% Add +0.8% 94,727 $20.0M
Grandfield & Dodd, LLC 1.26% Reduce -1.3% 94,689 $19.9M
Renaissance Investment Group LLC 4.34% Reduce -3.8% 87,209 $19.9M
Family Manage LLC 3.54% Reduce -2.7% 94,679 $19.9M
STF Management LP 8.40% Reduce -4.7% 94,624 $19.9M
DF Dent & Co. Inc. 0.26% Reduce -0.9% 94,571 $19.9M
Bill Few Associates, Inc. 7.64% Reduce -1.6% 94,468 $19.9M
Act Two Investors LLC 3.93% Add +0.8% 94,274 $19.9M
Unisphere Establishment 0.20% New 94,250 $19.9M
Zuckerman Investment Group, LLC 2.30% Add +0.3% 94,248 $19.9M
Toth Financial Advisory Corp. 2.52% Add +1.0% 94,021 $19.8M
Cypress Capital Management LLC (WY) 21.24% Reduce -2.6% 93,927 $19.8M
SkyOak Wealth, LLC 4.61% Reduce -2.5% 93,756 $19.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2.18% Reduce -38.1% 93,664 $19.7M
Global Endowment Management, LP 2.09% No change 93,625 $19.7M
Leuthold Group, LLC 2.28% Reduce -0.9% 93,601 $19.7M
ProVise Management Group, LLC 1.68% Reduce -0.1% 93,578 $19.7M
Walter & Keenan Wealth Management LLC /in/ 6.26% Reduce -1.4% 93,307 $19.7M
Rench Wealth Management, Inc. 7.05% Reduce -0.5% 93,290 $19.6M
Capital City Trust Co. 5.33% Reduce -2.7% 93,187 $19.6M
United Capital Management of KS, Inc. 4.33% Add +2.6% 93,144 $19.6M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4.18% Add +1.3% 93,142 $19.6M
Aries Wealth Management 6.17% Reduce -0.6% 92,994 $19.6M
Sterneck Capital Management, LLC 11.11% Reduce -1.8% 92,919 $19.6M
Onyx Bridge Wealth Group LLC 3.21% Add +0.8% 92,884 $19.6M
Brave Asset Management Inc. 4.97% Reduce -0.9% 92,682 $19.5M
Jacobi Capital Management LLC 1.69% Add +0.3% 92,675 $19.5M
Catalyst Financial Partners LLC 4.29% Add +6.8% 92,654 $19.5M
Isthmus Partners, LLC 2.30% Reduce -1.9% 92,645 $19.5M
Farmers National Bank 5.88% Reduce -1.5% 92,597 $19.5M
St. Clair Advisors, LLC 6.22% Reduce -0.1% 92,494 $19.5M
Ipswich Investment Management Co., Inc. 4.55% Reduce -1.9% 92,353 $19.5M
Guardian Asset Advisors, LLC 14.25% Add +0.8% 92,133 $19.4M
Guardian Investment Management 13.88% Reduce -9.2% 92,082 $19.4M
Little House Capital LLC 6.06% Add +11.3% 92,015 $19.4M
Wealth Effects LLC 7.02% Add +3.0% 91,951 $19.4M
First PREMIER Bank 5.18% Reduce -0.5% 91,916 $19.4M
Riversedge Advisors, LLC 4.72% Add +0.6% 91,862 $19.3M
Mine & Arao Wealth Creation & Management, LLC. 9.40% Add +1.3% 91,668 $19.3M
McCollum Christoferson Group LLC 5.74% Reduce -7.2% 91,587 $19.3M
Westbourne Investment Advisors, Inc. 6.98% Reduce -2.4% 91,428 $19.3M
Optimum Investment Advisors 8.63% Reduce -3.6% 91,339 $19.2M
Kapstone Financial Advisors LLC 12.61% Reduce -0.1% 91,338 $19.2M
Round Rock Advisors LLC 4.68% Reduce -3.2% 91,161 $19.2M
Northwest Bank & Trust Co 16.04% Reduce -1.2% 91,140 $19.2M
AlphaStar Capital Management, LLC 1.78% Add +8.3% 91,138 $19.2M
Marcum Wealth, LLC 1.92% Add +7.2% 91,060 $19.2M
Guyasuta Investment Advisors Inc. 1.41% Reduce -0.7% 99,462 $19.1M
Carmichael Hill & Associates, Inc. 7.79% Reduce -4.2% 90,822 $19.1M
Legacy Trust 4.76% Reduce -3.6% 90,822 $19.1M
MCF Advisors LLC 1.45% Add +0.6% 90,820 $19.1M
Atlas Wealth LLC 3.38% Add +0.2% 86,338 $19.1M
Slow Capital, Inc. 3.10% Reduce -7.8% 90,777 $19.1M
Founders Financial Securities LLC 1.81% Add +19.6% 90,731 $19.1M
Red Lighthouse Investment Management, LLC 7.99% Reduce -3.1% 90,621 $19.1M
Westside Investment Management, Inc. 4.37% Reduce -0.5% 90,906 $19.1M
Carolinas Wealth Consulting LLC 3.68% Reduce -0.2% 90,577 $19.1M
EagleClaw Capital Managment, LLC 3.43% Reduce -0.6% 90,508 $19.1M
O'ROURKE & COMPANY, Inc 10.72% Reduce -0.2% 90,426 $19.0M
Empire Life Investments Inc. 1.20% Add +460.6% 90,399 $19.0M
Tanager Wealth Management LLP 2.83% Add +1.3% 90,376 $19.0M
BNC Wealth Management, LLC 7.06% Add +3.1% 90,206 $19.0M
GDS Wealth Management 2.08% Add +11.1% 90,025 $19.0M
Summit Global Investments 1.36% Add +28.3% 89,915 $18.9M
Inlet Private Wealth, LLC 5.18% Add +0.2% 89,853 $18.9M
Armstrong Advisory Group, Inc. 1.67% Reduce -6.2% 89,649 $18.9M
First Interstate Bank 1.25% Reduce -3.1% 89,629 $18.9M
Raab & Moskowitz Asset Management LLC 5.12% Reduce -2.0% 89,396 $18.8M
CapWealth Advisors, LLC 2.38% Reduce -34.5% 89,335 $18.8M
Traphagen Investment Advisors LLC 2.04% Add +0.4% 89,284 $18.8M
Pegasus Asset Management, Inc. 5.85% Add +0.3% 89,257 $18.8M
Pinnacle Wealth Planning Services, Inc. 2.68% Reduce -0.1% 89,167 $18.8M
Cim, LLC 2.82% Reduce -0.0% 84,247 $18.7M
Puzo Michael J 5.20% Reduce -1.4% 88,908 $18.7M
Laird Norton Wetherby Trust Company, LLC 2.64% Reduce -15.1% 88,871 $18.7M
Heritage Wealth Management, Inc. 6.27% — 82,651 $18.7M
AIMZ Investment Advisors, LLC 6.69% Reduce -2.6% 88,620 $18.7M
Grandview Asset Management LLC 10.91% Reduce -1.7% 88,518 $18.6M
Lineweaver Wealth Advisors, LLC 3.86% Add +0.9% 88,351 $18.6M
Mission Creek Capital Partners, Inc. 4.68% Add +6.8% 88,240 $18.6M
Guardian Wealth Advisors, LLC / NC 2.17% Add +2.0% 88,180 $18.6M
Hendley & Co. Inc. 6.64% Reduce -2.0% 87,841 $18.5M
RPS Advisory Solutions LLC 17.06% — 87,835 $18.5M
Ignite Planners, LLC 4.49% Add +0.2% 81,231 $18.4M
Sound Income Strategies, LLC 1.28% Add +12.8% 87,269 $18.4M
World Equity Group, Inc. 5.49% Reduce -50.6% 87,269 $18.4M
Laffer Tengler Investments, Inc. 4.78% Add +49.0% 87,187 $18.4M
Quadcap Wealth Management, LLC 3.32% Add +12.7% 87,133 $18.4M
Allen Capital Group, LLC 2.58% Add +2.5% 87,092 $18.3M
SFE Investment Counsel 4.07% Add +1.3% 87,071 $18.3M
Mayflower Financial Advisors, LLC 3.00% Reduce -5.7% 91,254 $18.2M
Avanda Investment Management Pte. Ltd. 2.76% Reduce -8.6% 86,630 $18.2M
Trivium Point Advisory, LLC 2.72% Add +12.4% 86,563 $18.2M
General Partner, Inc. 11.63% Reduce -0.7% 86,433 $18.2M
Frisch Financial Group, Inc. 5.51% Add +1.8% 86,399 $18.2M
Carroll Investors, Inc 12.75% Add +0.3% 86,269 $18.2M
Strategic Investment Advisors / MI 2.22% Add +2.8% 86,352 $18.2M
Bremer Bank National Association 3.54% Reduce -10.7% 86,103 $18.1M
Breakwater Capital Group 4.11% Add +11.6% 85,971 $18.1M
Mattern Capital Management, LLC 2.50% Reduce -1.3% 85,964 $18.1M
NBW Capital LLC 3.56% Reduce -0.7% 85,681 $18.0M
Portfolio Design Labs, LLC 5.57% Add +7.5% 85,607 $18.0M
Artisan Partners Limited Partnership 0.03% New 85,491 $18.0M
Merriman Wealth Management, LLC 0.79% Reduce -5.3% 85,380 $18.0M
Gradient Capital Advisors, LLC 6.43% Reduce -3.8% 85,372 $18.0M
First Long Island Investors, LLC 1.52% Reduce -1.4% 85,154 $17.9M
Fusion Capital, LLC 8.18% Reduce -4.4% 85,106 $17.9M
Wambolt & Associates, LLC 5.22% Add +5.4% 82,669 $17.9M
Diligent Investors, LLC 4.44% Reduce -0.8% 85,050 $17.9M
Norris Perne & French LLP 1.30% Reduce -5.7% 85,037 $17.9M
Vertex Planning Partners, LLC 4.64% Add +0.3% 84,944 $17.9M
Pinnbrook Capital Management LP 5.40% New 84,908 $17.9M
Investment Research & Advisory Group, Inc. 7.91% Reduce -1.5% 84,727 $17.8M
L2 Asset Management, LLC 5.38% Add +12.4% 84,717 $17.8M
Bank of New Hampshire 4.63% Reduce -1.1% 84,640 $17.8M
Founders Capital Management, LLC 3.23% Add +0.0% 84,640 $17.8M
Apella Capital, LLC 0.80% Add +15.2% 77,817 $17.8M
RVW Wealth, LLC 1.78% Add +0.6% 84,473 $17.8M
NatWest Group plc 6.08% Reduce -5.2% 84,455 $17.8M
Blume Capital Management, Inc. 4.30% Add +0.8% 84,453 $17.8M
Clear Street Derivatives LLC 0.28% Add +151.8% 84,451 $17.8M
Foster Dykema Cabot & Partners, LLC 1.59% Add +0.5% 84,384 $17.8M
Beacon Bank & Trust 4.47% Reduce -4.8% 84,337 $17.8M
Overbrook Management Corp 4.48% Add +63.2% 84,299 $17.8M
Aaron Wealth Advisors LLC 2.46% Add +4.2% 84,102 $17.7M
Phoenix Wealth Advisors 8.89% Add +160.9% 84,096 $17.7M
Ausdal Financial Partners, Inc. 1.89% Reduce -1.8% 84,082 $17.7M
Montchanin Asset Management, LLC 16.93% Reduce -3.1% 84,044 $17.7M
FinTrust Capital Advisors, LLC 3.22% Reduce -2.6% 84,019 $17.7M
Nicollet Investment Management, Inc. 6.59% Reduce -35.5% 83,744 $17.6M
Eagle Rock Investment Company, LLC 3.19% Add +4.2% 83,711 $17.6M
Great Lakes Retirement, Inc. 2.42% Add +8.4% 83,670 $17.6M
Allied Investment Advisors, LLC 4.13% Add +0.6% 83,499 $17.6M
New Capital Management LP 5.39% Reduce -4.2% 83,444 $17.6M
RFP Financial Group LLC 6.51% Reduce -3.7% 83,401 $17.6M
Physician Wealth Advisors, Inc. 3.24% Reduce -1.1% 74,798 $17.6M
Empirical Asset Management, LLC 6.61% Add +257.1% 294,069 $17.6M
Harbor Capital Advisors, Inc. 1.34% Add +0.2% 83,317 $17.5M
SeaBridge Investment Advisors LLC 4.55% Reduce -0.2% 83,294 $17.5M
Benjamin Edwards Inc. 3.37% Add +9.2% 83,256 $17.5M
Cardinal Capital Management 2.95% Add +1.3% 83,241 $17.5M
Union Heritage Capital, LLC 6.89% No change 83,238 $17.5M
Stonebrook Private Inc. 5.04% Add +0.7% 83,190 $17.5M
Iowa State Bank 3.87% Add +1.8% 83,106 $17.5M
Thames Capital Management LLC 6.85% No change 83,079 $17.5M
EULAV Asset Management 0.47% Add +48.2% 83,053 $17.5M
Alpine Woods Capital Investors, LLC 2.70% Add +13.7% 83,014 $17.5M
Chatham Capital Group, Inc. 3.04% Add +0.3% 82,671 $17.4M
Twin Lakes Capital Management, LLC 11.88% Reduce -2.4% 82,629 $17.4M
Crescent Grove Advisors, LLC 1.90% Reduce -20.7% 82,189 $17.3M
Duncker Streett & Co. Inc. 3.33% Add +0.0% 82,165 $17.3M
Udine Wealth Management, Inc. 12.05% Reduce -1.4% 82,119 $17.3M
Neumann Capital Management, LLC 5.94% Reduce -0.4% 82,053 $17.3M
Mezzasalma Advisors, LLC 7.41% Reduce -3.9% 82,012 $17.3M
Sepio Capital, LP 1.58% Reduce -16.7% 81,955 $17.3M
Managed Asset Portfolios, LLC 2.56% Add +13.6% 81,932 $17.3M
Stoneridge Investment Partners LLC 6.52% Reduce -8.4% 81,865 $17.2M
Cahill Financial Advisors Inc. 2.36% Reduce -1.5% 81,854 $17.2M
Bedel Financial Consulting, Inc. 2.53% Reduce -0.5% 81,842 $17.2M
Greystone Financial Group, LLC 3.37% Reduce -1.8% 81,817 $17.2M
Patten Group, Inc. 4.06% Reduce -3.0% 81,722 $17.2M
Horan Capital Advisors, LLC. 6.04% Reduce -0.8% 81,579 $17.2M
Hodges Capital Management Inc. 1.15% Add +2.1% 81,515 $17.2M
Wright Investors Service Inc. 4.52% Add +18.6% 81,506 $17.2M
Kingfisher Capital LLC 4.04% Reduce -0.2% 81,471 $17.2M
Acropolis Investment Management, LLC 1.08% Reduce -0.2% 81,414 $17.1M
O'Dell Group, LLC 4.20% No change 99,866 $17.1M
Janney Capital Management LLC 1.21% Reduce -20.0% 81,272 $17.1M
Live Oak Private Wealth LLC 2.94% Reduce -0.4% 81,240 $17.1M
Gifford Fong Associates 4.53% No change 81,169 $17.1M
Kesler, Norman & Wride, LLC 3.63% Add +4.7% 81,117 $17.1M
Everhart Financial Group, Inc. 4.43% Add +14.1% 83,836 $17.1M
Mirabaud & Cie SA 5.76% Add +14.4% 80,730 $17.0M
Leisure Capital Management 7.90% Add +11.8% 80,526 $17.0M
Flynn Zito Capital Management, LLC 8.64% Add +0.5% 80,262 $16.9M
Symphony Financial, Ltd. Co. 3.08% Add +30.5% 78,419 $16.9M
TFG Advisers LLC 6.55% Reduce -0.5% 80,096 $16.9M
Allegheny Financial Group 4.84% Add +10.8% 80,060 $16.9M
Bornite Capital Management LP 2.77% New 80,000 $16.8M
Hamel Associates, Inc. 5.31% Reduce -1.9% 79,967 $16.8M
SS&H Financial Advisors, Inc. 6.57% Add +1.3% 79,910 $16.8M
Corus Family Wealth Advisors 14.32% No change 98,069 $16.8M
Pensionfund Sabic 4.95% No change 79,780 $16.8M
MV Capital Management, Inc. 1.89% Add +0.4% 79,735 $16.8M
Ironvine Capital Partners, LLC 1.84% Reduce -10.4% 79,703 $16.8M
Nikulski Financial, Inc. 5.33% Reduce -0.0% 79,553 $16.8M
Independence Bank of Kentucky 4.43% Add +7.3% 79,411 $16.7M
Aragon Global Management, LP 7.14% No change 79,403 $16.7M
Relyea Zuckerberg Hanson LLC 2.80% Reduce -0.6% 79,223 $16.7M
Fairhaven Wealth Management, LLC 5.52% Reduce -0.4% 79,150 $16.7M
Knightsbridge Asset Management, LLC 4.18% Reduce -0.6% 79,021 $16.6M
Field & Main Bank 6.23% Reduce -1.5% 78,925 $16.6M
Tradewinds, LLC. 5.11% Add +43.1% 78,901 $16.6M
Certified Advisory Corp 2.09% New 78,872 $16.6M
AlphaCore Capital LLC 4.02% Add +24.7% 78,838 $16.6M
Argonautica Private Wealth Management, Inc. 5.68% Add +0.1% 78,808 $16.6M
Strait & Sound Wealth Management LLC 8.46% Add +17.2% 78,747 $16.6M
Cidel Asset Management Inc. 1.28% Add +8.5% 78,733 $16.6M
Capstone Investment Advisors, LLC 0.75% Reduce -72.2% 78,705 $16.6M
Sweeney & Michel, LLC 7.05% Reduce -1.3% 72,337 $16.5M
Alpha Omega Wealth Management LLC 3.16% Reduce -0.4% 78,481 $16.5M
Avalon Global Asset Management LLC 4.89% Add +0.5% 78,320 $16.5M
Deroy & Devereaux Private Investment Counsel Inc. 1.02% Reduce -10.7% 78,295 $16.5M
Jackson Hole Capital Partners, LLC 3.63% Reduce -0.2% 78,181 $16.5M
Humankind Investments LLC 4.37% Reduce -10.6% 78,106 $16.5M
BOK Financial Private Wealth, Inc. 1.20% Reduce -2.1% 78,091 $16.4M
Monterey Private Wealth, Inc. 6.15% Reduce -0.4% 78,069 $16.4M
Keebeck Wealth Management 2.41% Reduce -2.5% 78,064 $16.4M
Strategic Global Advisors, LLC 3.44% Add +1.9% 78,064 $16.4M
Charter Oak Capital Management, LLC 1.71% Reduce -2.1% 77,966 $16.4M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.88% Reduce -0.5% 77,963 $16.4M
High Note Wealth, LLC 5.02% Add +1.4% 77,950 $16.4M
Hoey Investments, Inc. 3.14% Reduce -9.7% 77,922 $16.4M
Professional Advisory Services Inc. 2.07% Reduce -3.5% 77,851 $16.4M
Sustainable Insight Capital Management, LLC 8.21% Add +22.5% 77,801 $16.4M
Lipe & Dalton 8.81% Reduce -3.9% 77,774 $16.4M
Richard C. Young & CO., LTD. 1.99% Add +469.3% 77,760 $16.4M
Destiny Wealth Partners, LLC 2.94% Add +6.6% 77,753 $16.4M
Rockport Wealth LLC 6.89% Add +1118.6% 77,501 $16.3M
Resonant Capital Advisors, LLC 1.33% Add +3.8% 77,488 $16.3M
Light Street Capital Management, LLC 3.96% New 77,459 $16.3M
McDonald Partners LLC 4.37% Add +4.0% 77,458 $16.3M
Aviso Wealth Management 9.66% Reduce -1.0% 77,264 $16.3M
Crewe Advisors LLC 1.82% Reduce -0.9% 77,193 $16.3M
Capital Counsel LLC 0.73% Reduce -0.4% 77,160 $16.3M
Northwest Bancshares, Inc. 2.77% Reduce -3.3% 77,091 $16.2M
Souders Financial Advisors 2.45% Add +3.1% 77,003 $16.2M
WealthTrust Axiom LLC 5.37% Reduce -0.0% 76,961 $16.2M
Beach Investment Counsel Inc. 2.00% Reduce -24.7% 76,930 $16.2M
Glassy Mountain Advisors, Inc. 6.00% Add +1.8% 76,881 $16.2M
UNIVEST FINANCIAL Corp 4.50% Add +1.4% 76,878 $16.2M
Balboa Wealth Partners 4.28% Add +5.6% 76,683 $16.2M
WESPAC Advisors SoCal, LLC 4.05% Reduce -20.4% 76,529 $16.1M
EFG Asset Management (Americas) Corp. 3.16% Add +44.6% 76,494 $16.1M
Ifrah Financial Services, Inc. 4.56% Add +4.4% 76,453 $16.1M
Patriot Financial Group Insurance Agency, LLC 2.37% Reduce -1.6% 76,353 $16.1M
Olde Wealth Management, LLC 6.12% Reduce -1.0% 76,338 $16.1M
Austin Private Wealth, LLC 1.73% Add +0.4% 76,152 $16.0M
Two Point Capital Management, Inc. 6.45% Reduce -0.0% 76,120 $16.0M
First Commonwealth Financial Corp 4.13% Add +0.3% 76,068 $16.0M
Concord Wealth Partners 2.82% Add +5.6% 75,949 $16.0M
Lee Financial Co 2.61% Add +3.1% 75,849 $16.0M
Stablepoint Partners, LLC 3.10% Reduce -3.5% 73,198 $16.0M
Atlas Brown,Inc. 5.71% Reduce -3.0% 75,665 $15.9M
Legacy Financial Advisors, Inc. 2.84% Add +2.6% 75,663 $15.9M
Wealth Management Associates, Inc. 7.47% No change 75,570 $15.9M
Clearstead Trust, LLC 3.96% Add +4.0% 75,559 $15.9M
Fort Point Capital Partners LLC 2.04% Reduce -5.5% 75,496 $15.9M
Financiere des Professionnels - Fonds d'investissement inc. 1.24% Add +7.8% 72,057 $15.9M
Newman Dignan & Sheerar, Inc. 4.10% Add +17.6% 75,329 $15.9M
Ashburton (Jersey) Ltd 6.70% — 73,148 $15.9M
Moseley Investment Management Inc. 7.33% Add +1.0% 74,950 $15.8M
Analyst IMS Investment Management Services Ltd. 0.65% Add +56.0% 74,837 $15.8M
American Investment Services, Inc. 2.78% Add +0.1% 74,616 $15.7M
Tsai Capital Corp 15.46% Reduce -8.5% 74,530 $15.7M
Revisor Wealth Management LLC 10.88% Add +306.7% 74,353 $15.7M
Koa Wealth Management, LLC 13.23% Reduce -5.7% 74,343 $15.7M
Centric Wealth Management 4.51% Reduce -3.7% 71,827 $15.7M
LMG Wealth Partners, LLC 3.90% Reduce -0.0% 74,300 $15.6M
Roberts Glore & Co. Inc. 4.72% Reduce -6.7% 74,257 $15.6M
Wealth Advisory Solutions, LLC 4.24% Add +0.0% 74,256 $15.6M
Waterloo Capital, L.P. 1.88% Add +20.0% 74,236 $15.6M
Charter Research & Investment Group, Inc. 12.32% Reduce -1.6% 74,230 $15.6M
Kennedy Investment Group, Inc. 7.90% Reduce -0.5% 74,107 $15.6M
Fortis Capital Advisors, LLC 5.63% Add +10.0% 74,059 $15.6M
Trust Co of the South 3.69% Reduce -0.5% 73,987 $15.6M
Atlas Capital Advisors Inc. 2.03% Add +63.0% 73,959 $15.6M
JSF Financial, LLC 4.77% Reduce -1.4% 73,929 $15.6M
First Heartland Consultants, Inc. 1.55% Reduce -1.7% 73,925 $15.6M
Baldwin Investment Management, LLC 2.13% Reduce -1.2% 73,919 $15.6M
Quotient Wealth Partners, LLC 0.54% Reduce -0.9% 73,837 $15.6M
WBH Advisory Inc. 1.57% Reduce -1.7% 73,697 $15.5M
EFG Asset Management (North America) Corp. 2.69% Reduce -3.8% 73,673 $15.5M
FLC Capital Advisors 3.81% Add +1.1% 73,544 $15.5M
Wealth Group, Ltd. 11.12% Add +5.4% 73,542 $15.5M
McDonough Capital Management, Inc 11.27% Add +0.3% 73,522 $15.5M
Private Capital Management LLC 3.08% Reduce -2.3% 73,507 $15.5M
McAdam, LLC 0.93% Add +7.1% 73,502 $15.5M
Strategic Financial Services, Inc. 0.98% Reduce -4.4% 73,426 $15.5M
Kercheville Advisors, LLC 6.69% Add +1.4% 73,219 $15.4M
Rbo & Co. LLC 2.75% Reduce -0.8% 73,102 $15.4M
Radnor Capital Management, LLC 4.69% Reduce -6.0% 73,072 $15.4M
Harmony Asset Management LLC 6.45% Add +5.5% 73,026 $15.4M
Nicolet Bankshares Inc. 3.23% Reduce -1.7% 73,020 $15.4M
Dominguez Wealth Management Solutions, Inc. 11.57% Reduce -0.1% 72,938 $15.4M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.46% Add +108.3% 72,906 $15.4M
Marex Group Ltd 0.41% New 72,772 $15.3M
Adirondack Trust Co. 6.26% Add +0.1% 72,772 $15.3M
Citizens Business Bank 3.24% Reduce -2.0% 72,765 $15.3M
J. Goldman & Co LP 0.57% Add +4750.0% 72,750 $15.3M
TriaGen Wealth Management LLC 5.91% Reduce -2.6% 72,707 $15.3M
Eos Management, L.P. 6.00% Reduce -12.9% 72,631 $15.3M
Burford Brothers, Inc. 8.89% Add +4.1% 72,614 $15.3M
Baugh & Associates, LLC 7.92% Reduce -5.4% 68,521 $15.3M
Bangor Savings Bank 1.53% Reduce -0.4% 72,392 $15.2M
First National Bank of Mount Dora, Trust Investment Services 3.68% Reduce -1.9% 72,357 $15.2M
Capital Investment Counsel, LLC 2.99% Add +6.2% 72,343 $15.2M
Curbstone Financial Management Corp 3.31% Add +1.4% 72,305 $15.2M
ORBA Wealth Advisors, L.L.C. 7.88% Add +1.4% 72,264 $15.2M
American Trust 1.25% Add +11.5% 72,174 $15.2M
Strengthening Families & Communities, LLC 4.36% Add +18.6% 72,106 $15.2M
Zweig-DiMenna Associates LLC 1.72% Add +64.4% 72,096 $15.2M
CPC Advisors, LLC 2.50% Add +3.4% 72,056 $15.2M
Birch Capital Management, LLC 7.89% Add +0.0% 72,027 $15.2M
Hennion & Walsh Asset Management, Inc. 0.78% Add +7.5% 71,996 $15.2M
Paces Ferry Wealth Advisors, LLC 9.15% Add +0.9% 71,991 $15.2M
Consilium Wealth Advisory, LLC 8.28% Add +5.9% 71,970 $15.2M
Catalina Capital Group, LLC 5.77% Add +13.2% 71,869 $15.1M
Bay Rivers Group 7.85% Add +0.8% 71,721 $15.1M
Clark Asset Management, LLC 4.18% Add +8.0% 71,709 $15.1M
Park State Asset Management 8.96% Reduce -1.5% 71,614 $15.1M
Borer Denton & Associates, Inc. 5.47% Reduce -3.9% 71,575 $15.1M
DLK Investment Management, LLC 6.24% Reduce -7.4% 71,568 $15.1M
Arkfeld Wealth Strategies, L.L.C. 7.65% Reduce -0.0% 66,156 $15.1M
Susquehanna Portfolio Strategies, LLC 0.62% No change 71,500 $15.1M
Enterprise Bank & Trust Co 5.14% Add +4.1% 71,454 $15.0M
Lattice Capital Management, LLC 11.88% No change 71,434 $15.0M
Hirtle & Co., LLC 0.76% Reduce -2.2% 71,392 $15.0M
First Dallas Securities Inc. 6.59% Reduce -25.0% 71,340 $15.0M
Glen Eagle Advisors, LLC 2.75% Add +3.7% 71,270 $15.0M
Leonteq Securities AG 2.08% Reduce -49.2% 71,146 $15.0M
Keystone Wealth Services, LLC 4.66% Add +1.5% 71,138 $15.0M
Mosaic Family Wealth Partners, LLC 2.41% Reduce -8.4% 71,091 $15.0M
Settian Capital LP 10.96% No change 70,900 $14.9M
XTX Topco Ltd 1.28% Add +2066.0% 70,850 $14.9M
Intelligence Driven Advisers, LLC 2.11% Add +7.6% 70,813 $14.9M
Optas, LLC 3.84% Add +10.8% 70,806 $14.9M
Summit Financial Strategies, Inc. 1.85% Reduce -0.5% 70,796 $14.9M
University of Texas/Texas Am Investment Management Co. 2.91% Add +72.1% 70,766 $14.9M
M. Kulyk & Associates, LLC 3.46% Add +0.6% 70,749 $14.9M
Georgetown University 4.92% Add +0.1% 70,657 $14.9M
Trivant Custom Portfolio Group, LLC 9.14% Reduce -0.4% 70,616 $14.9M
Global Financial Private Client, LLC 6.22% Reduce -0.1% 70,609 $14.9M
Delta Financial Advisors LLC 5.76% Add +0.3% 70,585 $14.9M
Kathmere Capital Management, LLC 1.58% Add +23.3% 70,578 $14.9M
Solstein Capital, LLC 9.70% No change 70,561 $14.9M
Wills Financial Group, Inc. 6.84% Reduce -10.6% 70,526 $14.9M
N.E.W. Advisory Services LLC 1.60% Add +3.3% 70,515 $14.9M
KLCM Advisors, Inc. 1.83% Reduce -3.1% 70,496 $14.8M
Pegasus Partners Ltd. 1.50% Reduce -8.5% 70,450 $14.8M
Brooklyn Investment Group 6.37% No change 87,071 $14.8M
Trust Co. of Oklahoma 5.19% Reduce -1.6% 70,218 $14.8M
Archford Capital Strategies, LLC 2.40% Add +11.5% 70,172 $14.8M
Shulman DeMeo Asset Management LLC 3.85% Reduce -0.2% 69,955 $14.7M
Harbour Capital Advisors, LLC 3.50% Reduce -0.3% 67,974 $14.7M
Napean Trading & Investment Co (Singapore) PTE Ltd 3.50% Add +102.8% 69,871 $14.7M
Blodgett Wealth Advisors, LLC 12.49% Reduce -2.1% 69,869 $14.7M
Doheny Asset Management 10.47% Reduce -3.8% 69,760 $14.7M
Belvedere Trading LLC 0.78% Reduce -78.4% 69,738 $14.7M
Westend Capital Management, LLC 5.15% Add +5126.6% 67,684 $14.7M
Bank of Nova Scotia Trust Co. 1.63% Reduce -2.6% 69,261 $14.6M
LexAurum Advisors, LLC 3.59% Reduce -4.0% 69,250 $14.6M
Kaizen Financial Strategies 9.11% Reduce -0.0% 66,602 $14.6M
HWG Holdings LP 5.33% — 69,004 $14.5M
Arax Advisory Partners 1.42% Add +11.1% 68,921 $14.5M
Avalon Capital Management 4.60% Add +5.7% 68,915 $14.5M
Silverleafe Capital Partners, LLC 5.10% Reduce -10.6% 68,735 $14.5M
Legacy Wealth Management, LLC / MS 6.11% Reduce -1.5% 68,714 $14.5M
Point72 Europe (London) LLP 1.22% New 68,600 $14.4M
Greenfield Savings Bank 7.42% Add +0.5% 68,568 $14.4M
Councilmark Asset Management, LLC 10.22% Reduce -0.3% 68,469 $14.4M
S.E.E.D. Planning Group LLC 5.24% Reduce -1.8% 68,392 $14.4M
Fortis Group Advisors, LLC 2.86% Reduce -5.8% 68,357 $14.4M
Finer Wealth Management, Inc. 9.28% Add +0.5% 68,322 $14.4M
Tortoise Investment Management, LLC 1.64% Reduce -3.6% 68,241 $14.4M
Harrington Investments, INC 8.15% Reduce -1.8% 68,184 $14.4M
Fermata Advisors, LLC 3.29% Reduce -4.8% 68,085 $14.3M
IVC Wealth Advisors LLC 8.00% Reduce -1.7% 67,927 $14.3M
Hexagon Capital Partners LLC 3.11% Add +0.1% 67,897 $14.3M
Capital Market Strategies LLC 9.07% Add +4.4% 67,895 $14.3M
Next Century Growth Investors LLC 1.19% Add +53.5% 67,795 $14.3M
KRS Capital Management, LLC 10.68% Reduce -0.9% 67,770 $14.3M
Perpetual Ltd 0.16% Reduce -33.9% 67,724 $14.3M
Keudell/Morrison Wealth Management 4.17% Reduce -0.1% 67,622 $14.2M
Burke & Herbert Bank & Trust Co. 3.46% Add +56.8% 67,607 $14.2M
Moss Adams Wealth Advisors LLC 1.98% Add +1.3% 67,476 $14.2M
Hudson Value Partners, LLC 6.01% Add +6.3% 67,469 $14.2M
Norden Group LLC 2.87% Add +12.4% 67,460 $14.2M
Independent Solutions Wealth Management, LLC 3.26% Reduce -3.5% 67,426 $14.2M
Colonial River Investments, LLC 7.64% Reduce -8.6% 67,390 $14.2M
Sterling Investment Counsel, LLC 5.58% Add +17.9% 67,259 $14.2M
Quad-Cities Investment Group, LLC 7.85% Reduce -4.3% 67,252 $14.2M
First National Corp. /Ma/ 3.37% Reduce -14.2% 67,166 $14.1M
Financial Management Network Inc. 3.39% Add +0.2% 62,492 $14.1M
LJI Wealth Management, LLC 3.13% Reduce -3.1% 67,099 $14.1M
Hikari Tsushin, Inc. 1.09% No change 67,022 $14.1M
LongView Wealth Management 5.20% Reduce -3.1% 66,844 $14.1M
Providence Capital Advisors, LLC 3.07% Reduce -31.1% 66,828 $14.1M
Pacifica Partners Inc. 6.03% Add +0.6% 63,404 $14.0M
Iyo Bank, Ltd. 4.98% No change 66,690 $14.0M
Lewis Asset Management, LLC 10.70% Reduce -2.4% 66,503 $14.0M
Matthew 25 Management Corp 4.86% Reduce -1.5% 66,500 $14.0M
Sierra Capital LLC 1.87% Reduce -8.9% 66,493 $14.0M
IMS Capital Management 6.53% Reduce -4.1% 61,787 $14.0M
Manchester Financial Inc. 3.44% Reduce -3.3% 66,407 $14.0M
Spotlight Asset Group, Inc. 9.75% No change 66,268 $14.0M
Consolidated Investment Group LLC 2.16% Reduce -21.3% 66,172 $13.9M
Meridian Investment Counsel Inc. 4.40% Add +31.3% 66,067 $13.9M
IRON Financial LLC 7.80% Add +3.2% 66,000 $13.9M
Kemnay Advisory Services Inc. 2.88% Reduce -3.0% 65,826 $13.9M
Moser Wealth Advisors, LLC 7.53% Reduce -4.2% 65,742 $13.8M
Mycio Wealth Partners, LLC 3.54% Reduce -0.2% 65,733 $13.8M
Cladis Investment Advisory, LLC 10.03% Reduce -0.3% 65,659 $13.8M
Castle Rock Wealth Management, LLC 3.45% Add +1.8% 63,760 $13.8M
Northwest Financial Advisors 14.04% Reduce -2.4% 65,564 $13.8M
Foster Victor Wealth Advisors, LLC 1.15% Add +8.2% 58,784 $13.8M
Channel Wealth LLC 5.00% Add +11.2% 65,536 $13.8M
Armstrong Henry H Associates Inc. 1.38% Reduce -5.5% 65,486 $13.8M
Core Wealth Partners LLC 9.41% Add +9.2% 65,377 $13.8M
Indiana Trust & Investment Management Co 5.05% Reduce -2.8% 65,339 $13.8M
W1M Asset Management Ltd 1.16% Reduce -18.1% 65,243 $13.7M
Tiemann Investment Advisors, LLC 6.11% Reduce -3.0% 65,232 $13.7M
ICICI Prudential Asset Management Co Ltd 1.63% Add +9.6% 65,217 $13.7M
CWS Financial Advisors, LLC 5.40% Add +4.4% 65,163 $13.7M
Cerro Pacific Wealth Advisors LLC 5.24% — 65,099 $13.7M
Highline Wealth Partners LLC 5.16% Add +2.7% 65,053 $13.7M
PKO Investment Management Joint-Stock Co 1.69% Reduce -51.9% 65,000 $13.7M
Monarch Capital Management Inc. 4.02% Reduce -2.9% 64,997 $13.7M
Gibraltar Capital Management, Inc. 6.19% Reduce -0.8% 64,969 $13.7M
Sheets Smith Wealth Management 1.64% Reduce -0.2% 64,962 $13.7M
Banco BTG Pactual S.A. 3.50% Add +27.2% 61,405 $13.7M
FUKOKU MUTUAL LIFE INSURANCE Co 1.05% Reduce -2.3% 64,940 $13.7M
Farrow Financial, Inc. 9.32% Reduce -0.3% 64,902 $13.7M
Hedeker Wealth, LLC 3.95% Reduce -13.9% 64,767 $13.6M
Sentry Investment Management LLC 6.06% Reduce -23.2% 64,744 $13.6M
Eastover Investment Advisors LLC 6.52% Reduce -0.0% 61,904 $13.6M
Freedom Investment Management, Inc. 1.12% Reduce -3.8% 64,710 $13.6M
Balanced Wealth Group LLC 6.18% Reduce -2.7% 62,707 $13.6M
Notis-McConarty Edward 5.34% Reduce -1.2% 64,522 $13.6M
Titleist Asset Management, LLC 2.06% Add +8.7% 64,484 $13.6M
Mechanics Financial Corp 6.97% Reduce -1.9% 64,399 $13.6M
Silver Oak Securities, Incorporated 2.03% Reduce -0.2% 64,378 $13.6M
Mathes Company, Inc. 4.96% Reduce -5.6% 64,361 $13.6M
Olistico Wealth, LLC 8.63% Add +1.3% 64,275 $13.5M
Arlington Trust Co LLC 3.19% Add +0.4% 64,146 $13.5M
Aspen Grove Capital, LLC 3.18% Reduce -13.5% 64,080 $13.5M
Columbia Bank 5.22% Add +2.9% 64,068 $13.5M
Bell Bank 1.13% Add +27.0% 63,929 $13.5M
Platte River Wealth Advisors, LLC 3.78% Add +0.8% 63,923 $13.5M
Dudley Capital Management, LLC 7.54% Add +0.1% 63,888 $13.5M
Geneva Partners, LLC 5.54% Add +2181.9% 63,826 $13.4M
Morton Capital Management LLC 3.19% Reduce -10.7% 63,780 $13.4M
Financial Perspectives, Inc 4.96% Reduce -0.7% 63,778 $13.4M
Bank Ozk 5.81% Add +0.9% 63,778 $13.4M
Northwest Investment Counselors, LLC 3.36% Add +0.1% 63,740 $13.4M
Index Fund Advisors, Inc. 0.76% Add +6.0% 63,655 $13.4M
Turtle Creek Wealth Advisors, LLC 3.10% Add +14.3% 63,647 $13.4M
Nvwm, LLC 3.57% Add +0.4% 63,623 $13.4M
Masso Torrence Wealth Management Inc. 7.43% Reduce -4.2% 63,572 $13.4M
Roof Eidam Maycock Peralta, LLC 3.63% Reduce -0.7% 63,550 $13.4M
Drucker Wealth 3.0, LLC 3.55% — 63,542 $13.4M
Salomon & Ludwin, LLC 1.49% Reduce -28.9% 63,509 $13.4M
Brick & Kyle, Associates 5.55% Reduce -1.2% 63,474 $13.4M
Once Capital Management, LLC 6.62% Reduce -20.1% 63,450 $13.4M
Bridge Creek Capital Management LLC 4.30% Reduce -1.3% 63,429 $13.4M
Towercrest Capital Management 2.20% Reduce -3.2% 63,391 $13.4M
Earned Wealth Advisors, LLC 5.07% Add +7.7% 63,389 $13.4M
Pekin Hardy Strauss, Inc. 1.84% Reduce -2.5% 63,375 $13.3M
Fernwood Investment Management, LLC 4.14% Reduce -13.3% 63,344 $13.3M
Geller Advisors LLC 0.99% Reduce -6.6% 63,299 $13.3M
McGinn Penninger Investment Management, Inc. 9.06% Reduce -0.6% 63,293 $13.3M
Poehling Capital Management, INC. 3.64% Reduce -0.1% 63,174 $13.3M
Stolper Co 4.68% Add +0.1% 63,172 $13.3M
Roman Butler Fullerton & Co. 4.31% Add +1.7% 57,052 $13.3M
Compton Wealth Advisory Group, LLC 3.54% Add +1.8% 63,084 $13.3M
Banyan Capital Management, Inc. 8.03% Reduce -3.7% 63,078 $13.3M
Gardner Lewis Asset Management L P 3.70% Add +1.8% 63,075 $13.3M
Delta Investment Management, LLC 2.93% Reduce -0.2% 63,068 $13.3M
LBMC Investment Advisors, LLC 1.15% Add +23.6% 63,010 $13.3M
High Net Worth Advisory Group LLC 4.02% Add +0.7% 62,949 $13.3M
Kelleher Financial Advisors 5.44% Reduce -0.1% 62,948 $13.3M
Bulltick Wealth Management, LLC 3.71% Reduce -18.4% 62,904 $13.2M
Bray Capital Advisors 3.32% Reduce -3.3% 62,890 $13.2M
Gables Capital Management Inc. 6.92% Reduce -1.3% 62,840 $13.2M
Muhlenkamp & Co. Inc. 4.13% Add +0.4% 62,839 $13.2M
Drive Wealth Management, LLC 3.57% Add +4.4% 62,811 $13.2M
Ervin Investment Management, LLC 9.16% Reduce -3.5% 62,776 $13.2M
National Philanthropic Trust 0.25% Reduce -6.2% 62,772 $13.2M
Sendero Wealth Management, LLC 2.22% Add +258.4% 62,756 $13.2M
Mount Vernon Associates Inc. 11.73% Reduce -2.6% 62,627 $13.2M
Midland Wealth Advisors, LLC 0.78% Reduce -1.0% 62,524 $13.2M
1623 Capital LLC 7.80% Add +0.3% 62,500 $13.2M
VeraBank, N.A. 4.08% Reduce -2.8% 62,426 $13.1M
Global Wealth Management Investment Advisory, Inc. 3.06% Reduce -1.7% 62,413 $13.1M
Coastal Bridge Advisors, LLC 3.27% Reduce -0.7% 62,409 $13.1M
Hartford Financial Management Inc. 2.81% Add +0.4% 62,179 $13.1M
O'Brien Greene & Co. Inc 4.15% Add +3.8% 62,154 $13.1M
Blueprint Investment Partners LLC 2.83% Add +191.1% 62,015 $13.1M
Graybill Wealth Management, LTD. 5.30% Reduce -1.8% 62,012 $13.1M
Willow Creek Wealth Management Inc. 1.49% Add +1.3% 62,008 $13.1M
Bright Rock Capital Management, LLC 2.75% No change 62,000 $13.1M
All Terrain Financial Advisors, LLC 5.49% Reduce -0.6% 61,993 $13.1M
Jupiter Wealth Management LLC 6.92% Reduce -5.5% 58,788 $13.1M
Twin Focus Capital Partners, LLC 2.09% Add +0.0% 61,981 $13.1M
Vicus Capital 1.18% Reduce -11.6% 61,977 $13.1M
Bell & Brown Wealth Advisors, LLC 5.00% Add +3.2% 61,949 $13.0M
Wealth Dimensions Group, Ltd. 3.71% Add +1.4% 61,794 $13.0M
Capital Advantage, Inc. 2.66% Add +1.3% 57,051 $13.0M
Apollon Financial, LLC 4.20% Reduce -0.0% 61,698 $13.0M
Diversified, LLC 1.52% Add +31.3% 61,608 $13.0M
WNY Asset Management, LLC 1.72% Reduce -1.0% 61,592 $13.0M
Torray Investment Partners LLC 1.94% Reduce -0.3% 61,565 $13.0M
Miramar Capital, LLC 3.24% Reduce -1.6% 61,565 $13.0M
Sphera Funds Management LTD. 2.11% Add +251.4% 61,500 $13.0M
Quantum Financial Advisors, LLC 2.27% Add +0.2% 61,475 $12.9M
NWK Group, Inc. 5.44% Reduce -0.1% 61,450 $12.9M
Wimmer Associates 1, LLC 6.63% Reduce -1.1% 61,429 $12.9M
Bradley & Co. Private Wealth Management, LLC 9.56% Reduce -3.1% 61,405 $12.9M
Twin Peaks Wealth Advisors, LLC 6.45% Add +7.6% 61,350 $12.9M
Western Pacific Wealth Management, LP 9.76% Add +3.5% 61,268 $12.9M
Debussy Capital Management LP 3.67% Add +1.4% 61,255 $12.9M
DCM Advisors, LLC 6.81% Reduce -25.1% 61,241 $12.9M
KPP Advisory Services LLC 3.43% Add +1.7% 61,193 $12.9M
DeDora Capital, Inc. 3.95% Reduce -0.0% 61,071 $12.9M
Accretive Wealth Partners, LLC 5.38% Add +26.3% 61,017 $12.9M
Cordgrass Capital Advisors, LLC 4.04% Add +0.2% 60,930 $12.8M
Chronos Wealth Management, LLC 7.13% Reduce -0.5% 60,922 $12.8M
Lincoln Capital Corp. 5.51% Add +11.2% 60,882 $12.8M
Sculati Wealth Management, LLC 5.50% Reduce -0.8% 60,848 $12.8M
Hall Laurie J Trustee 4.46% Add +1.1% 60,797 $12.8M
Buckhead Capital Management LLC 4.33% Reduce -0.4% 60,755 $12.8M
Central Valley Advisors, LLC 5.46% Reduce -6.8% 60,565 $12.8M
3Chopt Investment Partners, LLC 3.91% Reduce -8.3% 60,745 $12.8M
Pictet North America Advisors SA 1.39% Reduce -44.8% 60,596 $12.8M
Northwest Capital Management Inc 4.66% Reduce -6.1% 60,588 $12.8M
Evermay Wealth Management LLC 2.05% Reduce -1.7% 60,557 $12.8M
Cable Hill Partners, LLC 1.38% Reduce -3.3% 60,515 $12.7M
Vanguard Capital Wealth Advisors 8.63% Add +1.9% 60,477 $12.7M
IFG Advisors, LLC 3.02% Add +47.3% 60,461 $12.7M
Capital Insight Partners, LLC 2.40% Reduce -7.4% 60,371 $12.7M
Concord Asset Management, LLC 3.15% Add +10.2% 60,325 $12.7M
Noked Israel Ltd 3.50% Add +9.1% 60,200 $12.7M
Garden State Investment Advisory Services LLC 4.37% Reduce -1.5% 60,163 $12.7M
Navellier & Associates Inc. 1.49% Reduce -3.9% 60,107 $12.7M
Spring Capital Management, LLC 9.99% Add +6.3% 65,265 $12.7M
Wealth High Governance Capital Ltda 3.13% New 60,000 $12.6M
Woodson Capital Management, LP 2.47% New 60,000 $12.6M
Atika Capital Management LLC 1.47% New 60,000 $12.6M
Coston, McIsaac & Partners 3.97% Add +0.3% 59,848 $12.6M
Abacus Planning Group, Inc. 2.44% Reduce -40.4% 59,721 $12.6M
Strong Tower Advisory Services 4.13% Add +19.4% 59,684 $12.6M
B & T Capital Management DBA Alpha Capital Management 2.44% Reduce -1.7% 59,454 $12.5M
Northside Capital Management, LLC 2.15% Reduce -0.2% 59,441 $12.5M
First Community Trust NA 10.70% Add +2.0% 59,383 $12.5M
NFSG Corp 4.65% Reduce -4.7% 59,271 $12.5M
Prosperity Financial Group, Inc. 7.89% Reduce -1.6% 59,253 $12.5M
Evexia Wealth LLC 4.68% Reduce -3.0% 55,711 $12.5M
Consolidated Capital Management, LLC 5.97% Reduce -12.1% 59,226 $12.5M
Eagle Bay Advisors LLC 7.55% Reduce -2.4% 59,181 $12.5M
Ballast, Inc. 3.83% Reduce -0.8% 59,096 $12.4M
Revolve Wealth Partners, LLC 2.05% Reduce -3.3% 59,046 $12.4M
Inspirion Wealth Advisors, LLC 1.90% Reduce -0.4% 59,017 $12.4M
Marathon Capital Management 3.19% Add +0.0% 58,959 $12.4M
WealthShield Partners, LLC 1.89% Reduce -1.2% 58,941 $12.4M
CNB Bank 5.97% Add +17.4% 58,935 $12.4M
ORG Partners LLC 1.54% Add +1312.1% 57,317 $12.4M
Carderock Capital Management Inc. 3.24% Add +2.0% 58,811 $12.4M
Oak Hill Wealth Advisors, LLC 3.75% — 58,803 $12.4M
Insight Wealth Strategies, LLC 1.76% Reduce -2.3% 58,801 $12.4M
Amplius Wealth Advisors, LLC 1.38% Reduce -2.3% 58,778 $12.4M
LRI Investments, LLC 1.41% Add +69.6% 58,635 $12.3M
Blue Edge Capital, LLC 2.03% Reduce -0.7% 58,358 $12.3M
Lafayette Investments, Inc. 2.79% Add +0.1% 58,355 $12.3M
SJS Investment Consulting Inc. 2.38% Add +1.6% 58,341 $12.3M
Pecaut & Co. 4.66% Reduce -14.1% 58,337 $12.3M
Timber Creek Capital Management LLC 3.70% Add +1.6% 58,167 $12.3M
Virtue Capital Management, LLC 2.10% Reduce -2.2% 54,447 $12.2M
Lincoln Capital LLC 2.73% Add +0.2% 58,116 $12.2M
Bellevue Asset Management, LLC 6.75% Reduce -0.1% 58,029 $12.2M
McLean Asset Management Corp 3.95% Reduce -3.3% 52,460 $12.2M
Boston Research & Management Inc. 3.09% Reduce -1.4% 57,999 $12.2M
St. Johns Investment Management Company, LLC 5.80% Reduce -3.5% 57,982 $12.2M
Dover Advisors, LLC 7.54% Add +5.6% 57,935 $12.2M
Investment Advisory Services Inc. /TX 4.47% Reduce -1.9% 57,907 $12.2M
Triton Financial Group Inc 8.55% Reduce -2.5% 57,885 $12.2M
Aviso Financial Inc. 0.68% — 58,061 $12.2M
Balentine LLC 0.55% Reduce -80.1% 57,733 $12.2M
Forge First Asset Management Inc. 5.16% New 57,700 $12.2M
Berkshire Capital Holdings Inc. 4.91% Add +576200.0% 57,630 $12.1M
WFA of San Diego, LLC 10.89% — 57,593 $12.1M
Carmel Capital Management L.L.C. 4.72% Add +0.1% 57,567 $12.1M
Horizon Wealth Management, LLC 2.88% Reduce -13.8% 57,466 $12.1M
Bienville Capital Management, LLC 2.90% Reduce -37.0% 57,459 $12.1M
Horizon Investments, LLC 0.33% Reduce -42.5% 57,455 $12.1M
Fairfield Financial Advisors, LTD 3.57% — 57,417 $12.1M
Old Second National Bank of Aurora 3.10% Reduce -1.5% 57,384 $12.1M
Morningstar Investment Services LLC 0.13% Add +31.9% 56,413 $12.1M
Kensington Investment Counsel, LLC 5.34% Add +0.8% 57,317 $12.1M
Texas Capital Bancshares Inc 4.96% Add +0.1% 57,315 $12.1M
Walkner Condon Financial Advisors LLC 2.60% Reduce -1.7% 57,317 $12.1M
Redhawk Wealth Advisors, Inc. 1.84% Reduce -6.9% 57,239 $12.1M
Wellspring Financial Advisors, LLC 1.35% Add +86.4% 57,197 $12.0M
Trail Ridge Investment Advisors, LLC 6.23% Add +1.9% 57,188 $12.0M
Vise Technologies, Inc. 2.11% Add +10.8% 57,128 $12.0M
Transcendent Capital Group LLC 6.93% Reduce -2.0% 57,125 $12.0M
Excalibur Management Corp. 4.91% Add +0.5% 57,124 $12.0M
Clay Northam Wealth Management, LLC 9.12% Add +0.0% 57,078 $12.0M
Alera Investment Advisors, LLC 1.45% Add +30.0% 57,072 $12.0M
Sawyer & Company, Inc 4.77% Add +0.1% 57,022 $12.0M
Lederer & Associates Investment Counsel 8.68% Reduce -6.2% 56,944 $12.0M
Chiron Investment Management, LLC 4.70% Add +700.8% 56,922 $12.0M
Strategy Asset Managers LLC 2.66% Reduce -4.8% 61,768 $12.0M
Alaethes Wealth, LLC 4.95% Add +1.4% 56,861 $12.0M
Global Assets Advisory, LLC 19.05% Add +4.5% 56,792 $12.0M
Householder Group Estate & Retirement Specialist, LLC 3.36% Add +2.5% 56,749 $12.0M
Woodward Diversified Capital, LLC 7.01% Reduce -11.8% 56,738 $12.0M
Alpha Family Trust 7.00% Reduce -6.6% 56,700 $11.9M
CenterBook Partners LP 0.74% Add +22.5% 56,686 $11.9M
City State Bank 4.87% Reduce -0.7% 56,631 $11.9M
Wescott Financial Advisory Group, LLC 1.39% Reduce -4.5% 56,628 $11.9M
Alkeon Capital Management LLC 0.06% No change 56,627 $11.9M
Abbot Financial Management, Inc. 6.38% Reduce -1.6% 56,511 $11.9M
Hollow Brook Wealth Management LLC 4.04% Add +9.3% 56,466 $11.9M
Port Capital LLC 0.59% Reduce -2.0% 56,320 $11.9M
Asio Capital, LLC 2.43% Add +1.3% 56,312 $11.9M
Tyler-Stone Wealth Management 4.88% Reduce -0.6% 56,199 $11.8M
Wealth Management Partners, LLC 5.75% Reduce -0.6% 56,128 $11.8M
Peninsula Wealth, LLC 2.21% Add +0.5% 51,248 $11.8M
WealthBridge Capital Management, LLC 3.91% Reduce -4.5% 56,058 $11.8M
TLW Wealth Management, LLC 7.35% Reduce -0.9% 56,014 $11.8M
KG Capital Management 4.07% Reduce -3.8% 56,016 $11.8M
Princeton Global Asset Management LLC 2.60% Add +3.6% 55,903 $11.8M
Gilder Gagnon Howe & Co. LLC 0.15% Reduce -24.5% 55,815 $11.8M
Satovsky Asset Management LLC 2.82% Add +0.1% 55,707 $11.7M
Broadwater Capital Management LLC 9.04% Reduce -1.6% 55,700 $11.7M
Somerset Trust Co 4.81% Reduce -0.3% 55,679 $11.7M
Nkcfo LLC 6.40% Add +4.4% 55,650 $11.7M
Invst, LLC 1.29% Add +8.3% 53,968 $11.7M
Eukles Asset Management 5.05% Add +0.6% 55,443 $11.7M
Tiff Advisory Services, LLC 4.02% New 66,757 $11.7M
Gateway Advisory, LLC 1.98% Add +6.6% 55,355 $11.7M
Consolidated Portfolio Review Corp 2.72% Add +44.6% 55,350 $11.7M
McIlrath & Eck, LLC 1.73% Reduce -3.5% 55,290 $11.6M
Alhambra Investment Management LLC 6.37% Reduce -0.3% 55,234 $11.6M
Sugarloaf Wealth Management, LLC 2.08% Add +0.3% 55,215 $11.6M
Abundance Wealth Counselors 5.35% Add +0.9% 55,203 $11.6M
Sage Rhino Capital LLC 2.78% Reduce -4.2% 55,176 $11.6M
Essex Investment Management Co. LLC 2.17% Reduce -11.9% 55,099 $11.6M
Seamount Financial Group Inc. 9.47% Reduce -1.5% 55,096 $11.6M
Sandy Cove Advisors, LLC 5.16% Add +15.5% 55,088 $11.6M
BIP Wealth, LLC 0.95% Reduce -13.3% 55,019 $11.6M
Kestra Investment Management, LLC 0.79% — 55,013 $11.6M
Mirabella Financial Services LLP 0.98% Reduce -32.7% 54,932 $11.6M
Peoples Financial Services Corp. 5.23% Reduce -5.4% 54,853 $11.6M
Financial Security Advisor, Inc. 3.87% Add +0.3% 54,789 $11.5M
High Falls Advisors, Inc 2.80% Add +0.8% 54,733 $11.5M
Sax Wealth Advisors, LLC 1.10% New 54,726 $11.5M
Bourgeon Capital Management LLC 2.26% Add +27.4% 54,674 $11.5M
NovaPoint Capital, LLC 3.91% Reduce -0.2% 54,670 $11.5M
Concentric Wealth Management, LLC 3.00% Reduce -0.0% 54,588 $11.5M
JT Stratford LLC 2.14% Add +9.7% 54,547 $11.5M
Greater Midwest Financial Group, LLC 7.28% Add +5.0% 51,783 $11.5M
Brass Tax Wealth Management, Inc. 2.25% Add +41.5% 54,467 $11.5M
Bonness Enterprises Inc. 4.20% No change 54,440 $11.5M
Menlo Advisors LLC 6.36% No change 54,411 $11.5M
Benson Investment Management Company, Inc. 4.74% Reduce -0.5% 54,376 $11.5M
Trust Investment Advisors 7.28% Add +2.5% 54,343 $11.4M
Sovereign Financial Group, Inc. 2.85% Reduce -0.2% 54,303 $11.4M
Zimmermann Investment Management & Planning LLC 3.82% Reduce -1.1% 54,239 $11.4M
Parkside Investments, LLC 1.80% Reduce -1.0% 54,189 $11.4M
Cherry Creek Investment Advisors, Inc. 5.95% Reduce -2.3% 54,173 $11.4M
Orleans Capital Management Corp. 7.24% Reduce -0.9% 54,108 $11.4M
Delta Asset Management LLC 1.03% Reduce -4.0% 54,022 $11.4M
Owen LaRue, LLC 7.04% Add +2.0% 54,021 $11.4M
Citizens & Northern Corp. 3.56% Reduce -1.8% 53,980 $11.4M
Yoder Wealth Management, Inc. 7.36% Reduce -2.9% 53,955 $11.4M
Eagle Capital Management, LLC 5.00% Reduce -1.6% 53,889 $11.3M
Silverlake Wealth Management LLC 4.65% Add +8.7% 53,847 $11.3M
Sterling Financial Group, Inc. 5.14% Reduce -4.7% 53,813 $11.3M
Towne Trust Company, N.A 4.39% Reduce -7.9% 53,736 $11.3M
Xcel Wealth Management, LLC 3.57% Reduce -0.0% 53,703 $11.3M
REDW Wealth LLC 2.96% Reduce -0.0% 53,677 $11.3M
JARISLOWSKY, FRASER Ltd 0.07% Reduce -5.8% 53,585 $11.3M
White Pine Capital LLC 4.28% Add +1.1% 53,582 $11.3M
Bryant Woods Investment Advisors, LLC 8.20% Reduce -1.7% 65,869 $11.3M
Kenora Financial, LLC 4.71% Add +0.1% 53,533 $11.3M
Root Financial Partners, LLC 2.64% Add +41.0% 53,511 $11.3M
Parisi Gray Wealth Management 4.04% Reduce -1.6% 53,505 $11.3M
Scissortail Wealth Management, LLC 2.87% Add +1.4% 53,493 $11.3M
Montgomery Investment Management Inc. 4.46% Reduce -0.4% 53,492 $11.3M
Tsfg, LLC 2.63% Add +10.8% 53,451 $11.3M
Merrion Investment Management Co, LLC 7.72% Reduce -1.1% 53,356 $11.2M
Provenance Wealth Advisors, LLC 1.57% Reduce -6.9% 53,335 $11.2M
Buffington Mohr McNeal 1.97% Reduce -0.7% 53,300 $11.2M
DMC Group, LLC 9.61% Reduce -2.2% 53,262 $11.2M
HHM Wealth Advisors, LLC 1.69% Add +14.6% 53,227 $11.2M
Planning Alternatives Ltd. 1.81% Add +1.9% 53,189 $11.2M
Strategic Investment Solutions, Inc. 3.61% — 52,865 $11.2M
AMS Capital Ltda 2.34% Reduce -20.0% 53,033 $11.2M
GPM Growth Investors, Inc. 4.74% — 52,975 $11.2M
Buck Wealth Strategies, LLC 3.29% Add +762.2% 52,967 $11.2M
TFC Financial Management, Inc. 1.95% Add +0.7% 52,910 $11.1M
jvl associates llc 4.47% Reduce -0.4% 52,901 $11.1M
Signature Wealth Management Partners, LLC 8.47% Add +4.0% 52,874 $11.1M
CV Advisors LLC 6.21% Reduce -6.3% 52,850 $11.1M
Prospect Financial Services LLC 8.56% Add +1.1% 52,839 $11.1M
Capasso Planning Partners LLC 3.61% Add +40.4% 52,817 $11.1M
Harbor Advisory Corp. 3.84% Reduce -4.9% 52,809 $11.1M
Cairn Investment Group, Inc. 6.49% Reduce -17.3% 52,801 $11.1M
Kessler Investment Group, LLC 6.00% Add +43834.2% 52,721 $11.1M
First Business Financial Services, Inc. 1.18% Add +1.8% 52,686 $11.1M
Connable Office Inc. 1.19% Reduce -4.3% 52,599 $11.1M
Rock Point Advisors, LLC 3.32% Reduce -0.3% 52,567 $11.1M
MTM Investment Management, LLC 4.53% Add +0.4% 52,535 $11.1M
Diversify Wealth Management, LLC 1.38% — 52,863 $11.1M
626 Financial, LLC 6.42% Reduce -1.4% 52,504 $11.1M
Marshall Financial Group, LLC 3.09% Add +1.5% 52,498 $11.1M
DGS Capital Management, LLC 3.10% Add +0.7% 52,367 $11.0M
Grace & Mercy Foundation, Inc. 2.49% Reduce -13.3% 52,300 $11.0M
Mark Sheptoff Financial Planning, LLC 6.14% Reduce -1.3% 52,194 $11.0M
Harbour Investment Management LLC 5.07% Reduce -1.0% 52,118 $11.0M
BigSur Wealth Management LLC 3.36% Add +2.2% 52,103 $11.0M
Ethos Financial Group, LLC 1.95% Reduce -0.3% 52,024 $11.0M
Cove Private Wealth, LLC 8.99% No change 52,041 $11.0M
New Millennium Group LLC 7.15% Add +35.6% 51,995 $11.0M
Peninsula Asset Management Inc. 6.02% Add +1.0% 51,946 $10.9M
Obsidian Cio, LLC 2.60% Add +1.8% 51,937 $10.9M
Wealth Alliance Advisory Group, LLC 2.46% Add +0.6% 51,847 $10.9M
Hazlett, Burt & Watson, Inc. 5.62% Add +0.5% 51,816 $10.9M
SPC Financial, Inc. 1.01% Reduce -4.6% 51,761 $10.9M
CVA Family Office, LLC 1.96% Add +7.4% 51,628 $10.9M
Capital Advisors Wealth Management, LLC 2.15% Add +12.7% 51,613 $10.9M
Syntegra Private Wealth Group, LLC 1.38% Add +9.1% 51,598 $10.9M
Orion Capital Management LLC 5.72% Reduce -4.3% 51,598 $10.9M
Faithward Advisors, LLC 1.97% Reduce -2.3% 51,596 $10.9M
Heron Bay Capital Management 2.31% Reduce -40.7% 51,509 $10.8M
Advanced Asset Management Advisors Inc 2.88% Reduce -1.0% 51,438 $10.8M
Caldwell Sutter Capital, Inc. 5.36% Add +0.2% 51,386 $10.8M
Brown, Lisle/Cummings, Inc. 3.53% Reduce -0.2% 51,384 $10.8M
CoreFirst Bank & Trust 7.28% Reduce -5.2% 51,375 $10.8M
Davidson Trust Co. 7.45% Reduce -6.7% 51,362 $10.8M
Cim Investment Management Inc. 3.34% Reduce -1.3% 51,359 $10.8M
Key Client Fiduciary Advisors, LLC 5.46% Add +2.9% 51,290 $10.8M
Affiance Financial, LLC 2.82% Reduce -0.1% 51,260 $10.8M
Childress Capital Advisors, LLC 3.04% Add +5.8% 51,250 $10.8M
DT Investment Partners, LLC 0.96% Add +3.8% 51,210 $10.8M
Global Trust Asset Management, LLC 4.33% Add +0.9% 51,066 $10.8M
Y.D. More Investments Ltd 1.10% Add +30.6% 50,987 $10.7M
United Advisor Group, LLC 3.33% Add +4.1% 50,929 $10.7M
Mfa Wealth Advisors, LLC 2.34% Add +0.2% 50,863 $10.7M
Advocate Group LLC 2.16% Reduce -3.0% 50,840 $10.7M
Family Capital Trust Co 3.50% Reduce -3.1% 50,810 $10.7M
Heartland Bank & Trust Co 6.07% Add +8.7% 50,801 $10.7M
Blue Zone Wealth Advisors, LLC 3.68% Reduce -4.6% 50,565 $10.6M
Clearwater Capital Advisors, LLC 1.13% Add +2.2% 50,469 $10.6M
Purus Wealth Management, LLC 4.69% Add +3.3% 50,462 $10.6M
Financial Council, LLC 5.94% Add +0.9% 50,459 $10.6M
Valley Brook Capital Group, Inc. 8.28% Add +0.1% 50,449 $10.6M
Institutional & Family Asset Management, LLC 1.63% Add +1.4% 50,422 $10.6M
Lwmg, LLC 2.24% Reduce -0.7% 50,409 $10.6M
Eagle Ridge Investment Management 0.98% Reduce -6.9% 50,206 $10.6M
Palogic Value Management, L.P. 4.49% Reduce -4.5% 50,200 $10.6M
Cottage Street Advisors LLC 6.23% Reduce -3.2% 50,143 $10.6M
Waypoint Capital Advisors, LLC 2.64% Add +0.4% 50,135 $10.6M
Nia Impact Advisors, LLC 3.79% Add +1.1% 50,108 $10.6M
Curated Wealth Partners LLC 1.47% — 50,100 $10.6M
Chesapeake Wealth Management 3.83% Reduce -0.2% 50,098 $10.6M
Miura Global Management, LLC 10.27% New 50,000 $10.5M
Kentucky Farm Bureau Mutual Insurance Co 2.40% No change 50,000 $10.5M
Modus Advisors, LLC 3.72% Add +0.9% 49,941 $10.5M
Delta Capital Management LLC 6.43% Add +39.0% 49,834 $10.5M
Carl P. Sherr & Co., LLC 5.85% Reduce -1.9% 49,815 $10.5M
Walled Lake Planning & Wealth Management, LLC 4.28% Reduce -2.4% 49,719 $10.5M
Mystic Asset Management, Inc. 4.23% Reduce -0.4% 49,703 $10.5M
Thrive Wealth Management, LLC 2.04% Add +13.4% 49,541 $10.4M
Silvia McColl Wealth Management, LLC 8.62% Reduce -2.6% 49,468 $10.4M
Searcy Financial Services Inc. 5.20% Reduce -0.1% 49,436 $10.4M
Rede Wealth, LLC 9.59% Reduce -2.1% 49,434 $10.4M
Laraway Financial Advisors Inc 8.88% Reduce -0.2% 49,341 $10.4M
Janiczek Wealth Management, LLC 2.18% Add +46.4% 49,276 $10.4M
Lebenthal Global Advisors, LLC 2.28% Reduce -3.3% 49,276 $10.4M
Wealthquest Corp 1.11% Reduce -0.0% 49,275 $10.4M
Seaview Investment Managers LLC 3.12% Reduce -0.2% 49,176 $10.4M
Wealth Advisors of Tampa Bay, LLC 4.83% Add +0.1% 49,162 $10.4M
FCG Investment Co 7.85% Add +3.3% 49,153 $10.4M
KP Management LLC 3.89% Add +8.9% 49,000 $10.3M
Beacon Capital Management, LLC 1.89% Add +5.4% 48,840 $10.3M
Artemis Wealth Advisors, LLC 1.64% Add +24.7% 48,809 $10.3M
Riggs Asset Managment Co. Inc. 3.06% Reduce -0.1% 48,698 $10.3M
Royal Fund Management, LLC 1.38% Reduce -23.7% 48,579 $10.2M
Allstate Corp. 0.83% Reduce -4.2% 48,603 $10.2M
Stokes Capital Advisors, LLC 2.85% Reduce -2.3% 48,592 $10.2M
Thomas Story & Son LLC 4.41% Reduce -9.9% 48,521 $10.2M
LCM Capital Management Inc 6.36% Add +1.3% 48,409 $10.2M
Enterprise Financial Services Corp 6.26% Reduce -0.6% 48,250 $10.2M
Patron Partners, LLC 5.97% Add +0.1% 48,207 $10.2M
Waterfront Wealth Inc. 2.74% Add +20.1% 48,032 $10.1M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.19% New 48,000 $10.1M
GS Investments, Inc. 4.76% Reduce -0.3% 47,871 $10.1M
Lynch & Associates 2.27% Add +3.1% 47,860 $10.1M
Callan Family Office, LLC 1.94% Add +157.1% 47,854 $10.1M
Atticus Wealth Management, LLC 3.29% Reduce -2.9% 47,842 $10.1M
Shepherd Kaplan Krochuk, LLC 7.96% Add +0.0% 47,839 $10.1M
Stiles Financial Services Inc 3.87% Reduce -9.4% 47,818 $10.1M
West Wealth Group, LLC 3.56% Reduce -0.4% 47,808 $10.1M
Canopy Partners, LLC 4.66% Add +4.2% 47,651 $10.0M
American Trust Investment Advisors, LLC 4.87% Reduce -2.1% 47,632 $10.0M
Pettinga Financial Advisors LLC 2.51% Add +1.0% 47,622 $10.0M
Highview Capital Management LLC 4.17% Reduce -2.5% 47,611 $10.0M
Stony Point Capital LLC 2.57% New 47,544 $10.0M
Prosperitas Financial LLC 6.10% Add +2.4% 47,526 $10.0M
Kowal Investment Group, LLC 2.00% Add +1.4% 47,464 $10.0M
Atlantic Edge Private Wealth Management, LLC 3.34% Reduce -1.6% 47,443 $10.0M
Cornerstone Capital, Inc. 1.01% Reduce -4.4% 47,415 $10.0M
Empire Financial Management Company, LLC 3.30% Add +2.6% 47,389 $10.0M
Ellerson Group Inc. 7.59% Reduce -1.6% 47,379 $10.0M
Financial Enhancement Group LLC 1.61% Reduce -3.1% 45,683 $10.0M
Clear Creek Financial Management, LLC 1.20% Add +2.8% 47,210 $9.9M
Cypress Capital, LLC 2.71% Reduce -0.6% 47,201 $9.9M
Financial Strategies Group, Inc. 2.50% Add +5.2% 43,468 $9.9M
Vista Investment Partners LLC 3.33% Add +1.5% 47,195 $9.9M
Norway Savings Bank 5.66% Add +0.0% 47,141 $9.9M
Investmark Advisory Group LLC 5.28% Add +2.6% 47,004 $9.9M
Grey Ledge Advisors, LLC 2.70% Add +2.7% 46,948 $9.9M
Game Plan Financial Advisors, LLC 5.45% Add +3.6% 46,913 $9.9M
Congress Park Capital LLC 3.97% Add +2.8% 46,905 $9.9M
Chris Bulman Inc 6.75% — 46,895 $9.9M
Entropy Technologies, LP 1.07% Add +29.7% 46,869 $9.9M
D.B. Root & Company, LLC 3.36% Add +14.6% 46,704 $9.8M
Levy Wealth Management Group, LLC 2.52% Reduce -4.4% 46,671 $9.8M
Cetera Trust Company, N.A 6.16% Reduce -5.0% 46,605 $9.8M
Spinnaker Investment Group, LLC 2.71% Add +0.2% 46,604 $9.8M
Vestmark Advisory Solutions, Inc. 0.41% Add +2.7% 46,546 $9.8M
Arden Trust Co 1.37% Reduce -6.4% 46,540 $9.8M
Spirit of America Management Corp. 1.98% Reduce -1.3% 46,382 $9.8M
West Michigan Advisors, LLC 3.10% Add +0.2% 46,225 $9.7M
Slagle Financial, LLC 4.99% Reduce -10.5% 46,214 $9.7M
RPg Family Wealth Advisory, LLC 3.20% Reduce -0.6% 46,190 $9.7M
Delaney Dennis R 5.25% Add +0.1% 46,125 $9.7M
Beacon Financial Group 1.11% Add +5.1% 46,123 $9.7M
Sandhill Capital Partners LLC 0.74% Add +2.7% 46,050 $9.7M
Thompson Investment Management, Inc. 1.50% Reduce -0.1% 46,049 $9.7M
Convergence Financial, LLC 2.56% Add +1673.1% 46,048 $9.7M
Agate Pass Investment Management, LLC 5.16% Add +1.8% 46,018 $9.7M
Providence Wealth Advisors, LLC 7.70% Add +0.8% 44,995 $9.7M
Alan B Lancz & Associates, Inc. 9.55% — 45,858 $9.7M
FPC Investment Advisory, Inc. 8.70% Reduce -2.4% 42,194 $9.7M
Wisconsin Capital Management LLC 4.89% Reduce -0.9% 45,851 $9.7M
Engineers Gate Manager LP 0.22% Reduce -73.7% 45,823 $9.7M
Centerpoint Advisors, LLC 3.47% Add +3.5% 45,786 $9.6M
Asset Management Advisors, LLC 7.36% Add +1.0% 45,736 $9.6M
Shorepath Capital Management LLC 7.41% Add +0.7% 45,709 $9.6M
Opinicus Capital, Inc. 8.11% Add +2.2% 45,625 $9.6M
Roberts Capital Advisors, LLC 9.21% No change 55,974 $9.6M
One Wealth Management Investment & Advisory Services, LLC 3.83% Reduce -5.3% 45,527 $9.6M
Everpar Advisors LLC 4.79% Add +14.5% 45,421 $9.6M
Trinity Legacy Partners, LLC 2.72% Add +2.5% 45,382 $9.6M
Pacific Sun Financial Corp 5.65% Reduce -0.1% 45,369 $9.6M
Gladius Capital Management LP 9.54% Reduce -25.7% 45,327 $9.5M
CGN Advisors LLC 1.11% Add +10.5% 45,264 $9.5M
Sonata Capital Group Inc. 4.89% Reduce -0.6% 45,221 $9.5M
Goodman Advisory Group, LLC 2.84% Add +27.0% 45,215 $9.5M
REAP Financial Group, LLC 2.56% Reduce -6.8% 45,161 $9.5M
Interchange Capital Partners, LLC 3.49% Add +159.1% 45,103 $9.5M
Northwest Wealth Management, LLC 2.46% Reduce -0.2% 45,037 $9.5M
Per Stirling Capital Management, LLC. 1.53% Add +30.6% 45,002 $9.5M
Smallwood Wealth Investment Management, LLC 7.31% Add +2.2% 44,911 $9.5M
Next Capital Management LLC 3.99% Add +1.0% 44,886 $9.5M
Tranquility Partners, LLC 3.63% Add +1.9% 44,835 $9.4M
Keynote Financial Services LLC 7.96% Reduce -1.5% 44,808 $9.4M
Bank of Stockton 2.99% Add +0.9% 44,734 $9.4M
Windle Wealth, LLC 5.73% Add +20.3% 44,634 $9.4M
Painted Porch Advisors LLC 5.31% Reduce -3.2% 44,611 $9.4M
Advisors Management Group Inc. 2.35% Add +1.5% 44,600 $9.4M
Acas, LLC 8.17% Reduce -0.9% 42,278 $9.4M
WealthBridge Investment Counsel Inc. 3.59% Reduce -12.5% 44,578 $9.4M
Summit Asset Management, LLC 1.11% Add +2.6% 44,569 $9.4M
Shay Capital LLC 2.61% Add +890.2% 44,561 $9.4M
Cross Staff Investments Inc 7.82% Reduce -0.5% 44,548 $9.4M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 5.34% Reduce -5.2% 44,524 $9.4M
Dagco, Inc. 4.16% Reduce -0.9% 44,480 $9.4M
Horst & Graben Wealth Management LLC 1.79% Add +8.2% 44,460 $9.4M
Reliant Investment Management, LLC 4.41% Reduce -0.2% 44,428 $9.4M
Sage Advisors, LLC 7.60% Add +3.3% 44,403 $9.4M
Ping Capital Management, Inc. 5.86% — 44,400 $9.4M
Drexel Morgan & Co. 2.00% Add +0.4% 44,296 $9.3M
Palumbo Wealth Management LLC 3.94% Add +0.3% 44,293 $9.3M
Wolf Group Capital Advisors 3.67% Add +9.9% 44,285 $9.3M
Alkeme Wealth, LLC 4.45% Reduce -38.6% 44,255 $9.3M
Peak Financial Management, Inc. 2.92% Reduce -3.5% 44,245 $9.3M
MSH Capital Advisors LLC 3.11% Add +10.2% 44,172 $9.3M
Stansberry Asset Management, LLC 1.30% Add +68.2% 44,147 $9.3M
Baron Silver Stevens Financial Advisors, LLC 1.78% Reduce -1.9% 44,138 $9.3M
WT Wealth Management 3.17% Reduce -5.3% 44,078 $9.3M
United Bank 4.63% Reduce -0.6% 44,038 $9.3M
Joseph P. Lucia & Associates, LLC 4.75% Add +0.9% 44,023 $9.3M
Chou Associates Management Inc. 6.69% New 44,000 $9.3M
Old North State Trust, LLC 8.00% Add +2.9% 43,991 $9.3M
First County Bank 4.76% Reduce -7.6% 43,957 $9.3M
Marino, Stram & Associates LLC 2.26% Reduce -9.1% 43,952 $9.3M
Morling Financial Advisors, LLC 4.03% Add +0.8% 43,950 $9.3M
North Growth Management Ltd. 1.83% No change 44,000 $9.3M
Intrepid Financial Planning Group LLC 3.97% Add +5.1% 43,929 $9.3M
East Coast Asset Management, LLC. 3.36% Reduce -1.7% 43,906 $9.2M
Planning Directions Inc. 6.30% Reduce -0.0% 43,899 $9.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 3.62% Reduce -1.1% 42,249 $9.2M
Founders Capital Management 5.98% Reduce -1.8% 43,839 $9.2M
Hixon Zuercher, LLC 3.89% Reduce -1.6% 43,828 $9.2M
Clarus Group, Inc. 4.07% Reduce -18.9% 43,808 $9.2M
Copperwynd Financial, LLC 3.01% Add +29.9% 41,537 $9.2M
RBA Wealth Management, LLC 3.70% Reduce -1.6% 43,794 $9.2M
Jmac Enterprises LLC 1.62% Reduce -1.2% 43,713 $9.2M
Pine Haven Investment Counsel, Inc 7.91% Reduce -0.5% 43,673 $9.2M
ABLE Financial Group, LLC 3.32% Add +1.1% 43,639 $9.2M
William Allan Corp 6.13% Reduce -4.5% 43,544 $9.2M
Genesee Capital Advisors, LLC 4.49% Reduce -6.1% 43,477 $9.2M
Lavaca Capital LLC 4.99% Add +1.1% 43,413 $9.1M
Thurston, Springer, Miller, Herd & Titak, Inc. 2.86% Reduce -87.5% 43,364 $9.1M
Matisse Capital 4.52% Reduce -3.5% 43,369 $9.1M
Wormser Freres Gestion 5.95% Add +5.1% 41,951 $9.1M
Freedom Day Solutions, LLC 3.09% Add +0.8% 43,317 $9.1M
Boyd Watterson Asset Management LLC 2.63% Reduce -1.2% 43,262 $9.1M
Encompass Wealth Advisors, LLC 2.43% Reduce -7.3% 43,225 $9.1M
ROI Financial Advisors, LLC 6.60% Reduce -0.3% 43,006 $9.1M
Baker Ellis Asset Management LLC 1.37% Reduce -1.3% 43,146 $9.1M
Gemmer Asset Management LLC 0.97% Reduce -1.9% 43,138 $9.1M
My Legacy Advisors, LLC 2.90% Add +2.2% 43,069 $9.1M
Brown Capital Management LLC 0.18% Reduce -16.7% 43,027 $9.1M
Intact Investment Management Inc. 0.34% Reduce -5.1% 42,980 $9.1M
Kohmann Bosshard Financial Services, LLC 1.22% Reduce -0.1% 42,973 $9.1M
Stanley-Laman Group, Ltd. 1.20% Add +5.9% 42,964 $9.0M
Security National Bank of So Dak 5.40% Reduce -11.1% 42,889 $9.0M
Savoie Capital LLC 1.17% Reduce -28.3% 42,751 $9.0M
Dnca Finance 0.79% — 42,750 $9.0M
White Pine Investment CO 2.64% Reduce -0.8% 42,729 $9.0M
Spreng Capital Management, Inc. 4.66% Reduce -2.6% 42,702 $9.0M
Emfo, LLC 8.04% Reduce -0.6% 42,623 $9.0M
Cresta Advisors, Ltd. 5.32% Add +0.4% 42,583 $9.0M
Oder Investment Management, LLC 8.11% Add +0.3% 42,521 $9.0M
Townsend Asset Management Corp. /NC/ 3.47% Add +1.8% 42,453 $8.9M
First United Bank & Trust 3.32% Reduce -22.9% 42,400 $8.9M
Hudson Canyon Capital Management 6.04% Reduce -4.1% 42,380 $8.9M
Leeward Financial Partners, LLC 3.62% Add +2.7% 42,353 $8.9M
Garner Asset Management Corp 3.30% Add +0.1% 42,348 $8.9M
Security Financial Services, INC. 1.94% Add +0.2% 42,319 $8.9M
Cornerstone Enterprises, LLC 5.90% Add +4.7% 42,210 $8.9M
Oxler Private Wealth LLC 3.29% Reduce -2.5% 42,188 $8.9M
Cadent Capital Advisors, LLC 3.61% Reduce -2.9% 42,185 $8.9M
Palmer Knight Co 4.24% Reduce -0.1% 42,093 $8.9M
PBMares Wealth Management LLC 2.18% Add +3.1% 42,082 $8.9M
SWP Financial LLC 5.85% Reduce -1.5% 42,061 $8.9M
Town & Country Bank & Trust CO dba First Bankers Trust CO 3.66% Reduce -1.0% 42,039 $8.9M
GP Brinson Investments LLC 3.81% No change 42,000 $8.8M
Point Windward Advisors Inc. 3.65% Reduce -16.6% 41,982 $8.8M
Saxon Interests, Inc. 4.20% Add +1.3% 41,917 $8.8M
Aurora Investment Managers, LLC. 6.33% Reduce -2.7% 41,895 $8.8M
ERn Financial, LLC 1.46% Reduce -0.3% 41,766 $8.8M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 3.28% Add +2.2% 41,661 $8.8M
Blackhawk Capital Partners, LLC 5.30% Add +0.6% 41,656 $8.8M
Processus Wealth & Capital Management, LLC 7.27% Add +0.8% 41,627 $8.8M
Family Legacy, Inc. 3.14% Reduce -0.4% 41,624 $8.8M
Clarus Wealth Advisors 4.66% Reduce -14.3% 37,614 $8.8M
Advus Financial Partners, LLC 2.67% Reduce -0.5% 41,604 $8.8M
Impact Partnership Wealth, LLC 2.30% Add +17.6% 41,584 $8.8M
Meritas Wealth Management, LLC 6.18% Add +0.1% 41,581 $8.8M
Amarillo National Bank 1.66% Add +0.2% 41,520 $8.7M
Cambridge Financial Group, Inc. 3.93% Add +14.3% 41,517 $8.7M
Greenline Partners, LLC 1.33% Add +6.8% 40,328 $8.7M
Transatlantique Private Wealth LLC 3.57% Reduce -0.8% 41,593 $8.7M
Wealthspire Retirement, LLC 0.73% Reduce -0.2% 41,476 $8.7M
Bright Futures Wealth Management, LLC. 4.73% Add +0.8% 39,672 $8.7M
Chemung Canal Trust Co. 1.69% Reduce -3.2% 41,406 $8.7M
Johnson Bixby & Associates, LLC 1.46% Reduce -2.5% 41,396 $8.7M
Gray Wealth Management Inc. 3.75% Reduce -0.1% 41,318 $8.7M
Cheviot Value Management, LLC 1.70% Reduce -3.3% 41,316 $8.7M
Hilltop National Bank 2.80% Add +1.0% 41,290 $8.7M
Woodard & Co. Asset Management Group Inc. 2.17% Reduce -0.6% 41,282 $8.7M
Northcape Wealth Management, LLC 3.13% Reduce -0.3% 41,254 $8.7M
Novak & Powell Financial Services, Inc. 5.39% Add +0.2% 41,217 $8.7M
Fi3 FINANCIAL ADVISORS, LLC 3.82% Add +0.0% 41,205 $8.7M
Demars Financial Group, LLC 4.16% Add +1.7% 41,203 $8.7M
Ravenstone Capital Management Inc. 5.77% Reduce -0.9% 41,131 $8.7M
KKM Financial LLC 4.11% Add +0.2% 41,855 $8.7M
Martin & Co. Inc. 2.17% Reduce -0.9% 41,020 $8.6M
Baxter Bros Inc. 1.13% Reduce -7.1% 40,924 $8.6M
Bank Hapoalim BM 1.28% Reduce -1.4% 40,887 $8.6M
Portland Global Advisors LLC 1.17% Reduce -10.0% 40,887 $8.6M
US Asset Management LLC 7.77% Reduce -3.2% 40,831 $8.6M
Lindenwold Advisors, INC 4.59% Add +0.1% 40,813 $8.6M
RDA Financial Network 2.82% Add +2.8% 40,786 $8.6M
Waddell & Associates, LLC 1.13% Add +9.9% 40,771 $8.6M
Aft, Forsyth & Company, Inc. 4.20% Add +4.5% 40,676 $8.6M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 2.33% Reduce -11.1% 40,686 $8.6M
Northstar Advisory Group, LLC 4.92% Add +47.6% 40,602 $8.6M
BHK Investment Advisors, LLC 3.35% Reduce -5.2% 40,588 $8.5M
Heirloom Wealth Management 2.77% Add +3.5% 40,528 $8.5M
C2C Wealth Management, LLC 8.35% Add +0.0% 40,524 $8.5M
Piscataqua Savings Bank 7.58% Add +0.1% 40,519 $8.5M
First Command Advisory Services, Inc. 0.09% Add +1.4% 40,512 $8.5M
Commons Capital, LLC 10.28% Add +5.4% 40,511 $8.5M
Dantai Capital Ltd 9.60% Add +17.4% 40,500 $8.5M
Alta Advisers Ltd 4.10% No change 40,500 $8.5M
HHLR Advisors, LTD. 0.21% Add +246.2% 40,500 $8.5M
Bcwm, LLC 3.07% Add +0.8% 40,498 $8.5M
Dash Acquisitions Inc. 2.33% Add +14.2% 37,260 $8.5M
Integral Investment Advisors, Inc. 3.14% Add +0.5% 39,825 $8.5M
Old Port Advisors 2.55% Add +1.9% 40,475 $8.5M
Rodgers Brothers Inc. 1.15% Add +0.0% 40,431 $8.5M
Altrafin AG 3.14% Add +5.8% 40,350 $8.5M
Calton & Associates, Inc. 4.25% Add +3.0% 40,324 $8.5M
Berry Wealth Group, LP 6.78% Add +2.7% 40,306 $8.5M
Safeguard Investment Advisory Group, LLC 2.63% Reduce -3.0% 40,232 $8.5M
Wrapmanager Inc. 2.34% Add +14.7% 40,180 $8.5M
Goepper Burkhardt LLC 3.83% Reduce -0.2% 40,169 $8.5M
Legato Capital Management LLC 1.14% Reduce -29.9% 40,154 $8.5M
Godshalk Welsh Capital Management, Inc. 5.64% Reduce -0.7% 40,131 $8.5M
Baker Tilly Wealth Management, LLC 3.45% Reduce -44.0% 40,076 $8.4M
Chapman Investment Management, LLC 6.42% Reduce -6.8% 40,069 $8.4M
Fox Hill Wealth Management 5.16% Add +2.3% 40,063 $8.4M
Mitsubishi UFJ Asset Management (UK) Ltd. 4.35% Add +90.5% 40,000 $8.4M
RedJay Asset Management Inc. 5.64% New 40,000 $8.4M
Trust Co of Kansas 4.40% Add +122.2% 39,964 $8.4M
Unigestion Holding SA 0.46% Reduce -14.8% 43,696 $8.4M
Pinnacle West Asset Management, Inc. 6.53% Reduce -2.6% 39,910 $8.4M
One Day In July LLC 1.05% Reduce -2.8% 39,888 $8.4M
Lighthouse Investment Partners, LLC 0.47% Add +12.5% 39,875 $8.4M
Patriot Investment Management Group, Inc. 0.66% Reduce -11.5% 39,858 $8.4M
Bull Street Advisors, LLC 4.05% Reduce -0.1% 39,824 $8.4M
Darden Wealth Group Inc 5.07% Add +7.4% 39,814 $8.4M
Vance Wealth, LLC 3.44% Reduce -1.2% 39,802 $8.4M
Constitution Capital LLC 4.42% Add +6.5% 39,751 $8.4M
Bruce & Co., Inc. 2.79% Add +13.1% 39,700 $8.4M
Bernardo Wealth Planning LLC 2.25% Add +3.2% 39,688 $8.4M
Cambridge Advisors Inc. 1.94% Add +2.9% 39,677 $8.4M
Resurgent Financial Advisors LLC 5.21% Reduce -2.5% 39,630 $8.3M
Integris Wealth Management, LLC 2.41% Reduce -1.4% 39,613 $8.3M
Sweet Financial Partners, LLC 1.90% Add +0.7% 39,542 $8.3M
Ayalon Insurance Comp Ltd. 2.74% Reduce -2.8% 39,503 $8.3M
Schneider Downs Wealth Management Advisors, LP 1.85% Reduce -2.5% 39,425 $8.3M
Sivia Capital Partners, LLC 5.55% Add +1.0% 39,416 $8.3M
WestHill Financial Advisors, Inc. 2.01% Reduce -5.4% 39,413 $8.3M
Ascension Asset Management LLC 4.34% Reduce -3.1% 39,374 $8.3M
IMA Advisory Services, Inc. 3.65% Add +2.4% 39,261 $8.3M
Lantern Wealth Advisors, LLC 5.99% Reduce -1.5% 39,252 $8.3M
Wayfinding Financial, LLC 4.65% Reduce -1.8% 39,251 $8.3M
Meridian Wealth Partners, LLC 1.46% Add +2.4% 39,235 $8.3M
Asahi Life Asset Management Co., LTD. 5.68% Reduce -11.5% 39,232 $8.3M
Capital Advisors, Ltd. LLC 1.07% Add +1.5% 39,227 $8.3M
West Family Investments, Inc. 2.47% Add +0.1% 39,176 $8.3M
Hall Capital Management Co. Inc. 3.93% Add +2.8% 39,170 $8.2M
Hohimer Wealth Management, LLC 1.91% Add +6.1% 39,126 $8.2M
Kades & Cheifetz LLC 5.18% Reduce -0.6% 39,118 $8.2M
OneAscent Financial Services LLC 1.15% Add +0.7% 39,106 $8.2M
Woodley Farra Manion Portfolio Management Inc. 0.45% Add +0.9% 39,087 $8.2M
Ruggaard & Associates LLC 3.81% Add +10.7% 39,077 $8.2M
Creekside Partners 4.56% — 39,074 $8.2M
Lummis Asset Management, LP 10.87% Add +0.9% 39,071 $8.2M
Annis Gardner Whiting Capital Advisors, LLC 2.34% Add +26.9% 39,057 $8.2M
Garrett Wealth Advisory Group, LLC 3.01% Add +31.8% 38,975 $8.2M
Sky Investment Group LLC 1.60% Reduce -1.1% 38,974 $8.2M
Lynch Asset Management, Inc. 3.50% Reduce -0.1% 38,950 $8.2M
OV Management LLC 5.71% Add +1.1% 38,826 $8.2M
Ranch Capital Advisors Inc. 4.28% Add +0.2% 38,821 $8.2M
Oarsman Capital, Inc. 1.80% Add +3.5% 38,815 $8.2M
Signet Investment Advisory Group, Inc. 4.38% Add +0.9% 38,790 $8.2M
Great Waters Wealth Management 1.25% Add +7.5% 38,786 $8.2M
Infusive Asset Management Inc. 3.30% Add +99.2% 38,783 $8.2M
Cromwell Holdings LLC 4.88% — 38,746 $8.2M
Sitrin Capital Management LLC 4.32% Add +0.2% 38,565 $8.1M
Midwest Financial Group LLC 5.16% Add +0.9% 38,533 $8.1M
Verity Asset Management, Inc. 3.18% Add +106.3% 38,452 $8.1M
FSM Wealth Advisors, LLC 2.71% Add +1.5% 38,446 $8.1M
Headinvest, LLC 1.59% Reduce -10.8% 38,426 $8.1M
Summit Financial Wealth Advisors, LLC 1.64% Reduce -0.2% 38,345 $8.1M
Ritter Daniher Financial Advisory LLC / DE 2.57% Reduce -0.7% 38,246 $8.1M
W Advisors, LLC 5.27% Add +0.2% 38,151 $8.0M
Linden Thomas Advisory Services, LLC 1.24% Add +15.4% 38,082 $8.0M
Patrick M Sweeney & Associates, Inc. 6.48% Add +0.7% 38,077 $8.0M
CYBER HORNET ETFs LLC 8.72% Add +1.8% 38,024 $8.0M
Bayesian Capital Management, LP 0.92% New 38,000 $8.0M
New Potomac Partners, LLC 4.37% Add +0.7% 37,993 $8.0M
Vigilare Wealth Management 3.54% Reduce -1.3% 37,991 $8.0M
Pacific Capital Wealth Advisors, Inc. 1.46% Add +11.4% 37,967 $8.0M
Evernest Financial Advisors, LLC 3.58% Add +14.4% 37,939 $8.0M
Orca Investment Management, LLC 7.62% Reduce -1.2% 37,930 $8.0M
Cohen Investment Advisors LLC 6.41% Add +0.5% 46,574 $8.0M
Harfst & Associates, Inc. 1.86% Reduce -2.3% 37,813 $8.0M
Abacus Wealth Partners, LLC 1.32% Reduce -0.9% 37,809 $8.0M
D'Orazio & Associates, Inc. 1.22% Reduce -4.6% 37,798 $8.0M
Quantum Portfolio Management LLC 4.57% Reduce -15.5% 37,783 $8.0M
Boxwood Ventures, Inc. 12.77% No change 37,745 $7.9M
Cape Ann Savings Bank 4.93% Reduce -4.1% 37,716 $7.9M
Eagle Strategies LLC 1.52% Reduce -46.3% 37,631 $7.9M
Gilbert & Cook, Inc. 1.16% Reduce -22.8% 37,612 $7.9M
Privium Fund Management (UK) Ltd 3.09% New 35,862 $7.9M
Indie Asset Partners, LLC 6.29% Add +3.6% 37,529 $7.9M
Carlson Capital Management 0.37% Reduce -3.6% 37,452 $7.9M
Beacon Investment Advisors LLC 4.04% Add +0.5% 37,449 $7.9M
Pasadena Private Wealth, LLC 1.82% Reduce -1.9% 37,420 $7.9M
Cary Street Partners Asset Management LLC 1.16% Add +16.9% 37,416 $7.9M
Studio Investment Management LLC 1.79% Reduce -0.3% 37,406 $7.9M
Acima Private Wealth, LLC 2.89% Reduce -8.5% 37,403 $7.9M
Family Firm, Inc. 1.75% Add +0.5% 37,367 $7.9M
SC&H Financial Advisors, Inc. 1.92% Reduce -6.0% 37,291 $7.9M
JPL Wealth Management, LLC 3.85% Add +10.5% 37,279 $7.9M
Ceera Investments, LLC 3.32% Reduce -17.6% 37,251 $7.8M
Orser Capital Management, LLC 5.89% Reduce -0.1% 37,214 $7.8M
NewSquare Capital LLC 0.67% Add +5.0% 37,155 $7.8M
Morse Asset Management, Inc 1.92% Add +16.8% 37,148 $7.8M
Wilson & Boucher Capital Management, LLC 5.98% Add +0.3% 37,061 $7.8M
Aua Capital Management, LLC 4.69% No change 36,982 $7.8M
NCM Capital Management, LLC 4.08% Reduce -1.2% 36,940 $7.8M
Madrona Financial Services, LLC 2.39% Reduce -0.6% 36,894 $7.8M
Lokken Investment Group LLC 3.65% Add +1.6% 36,881 $7.8M
Vista Capital Partners, Inc. 0.96% Add +2.9% 36,876 $7.8M
Sterling Group Wealth Management, LLC 4.46% — 36,855 $7.8M
Ellenbecker Investment Group 1.56% Add +0.4% 36,816 $7.8M
Investment Partners Asset Management, Inc. 6.91% Reduce -0.7% 36,812 $7.8M
Walden Wealth Partners LLC 4.33% Add +0.0% 36,789 $7.7M
Pettee Investors, Inc. 3.73% Reduce -0.1% 36,773 $7.7M
Promethos Capital, LLC 2.93% New 36,750 $7.7M
Choice Wealth Advisors LLC 4.08% No change 36,541 $7.7M
O'Brien Wealth Partners LLC 1.73% Add +68.3% 36,454 $7.7M
Chaney Capital Management, Inc. 5.09% Add +21.5% 36,443 $7.7M
Trilogy Capital Inc. 0.42% Add +175.4% 36,417 $7.7M
Yarger Wealth Strategies, LLC 4.61% Reduce -0.0% 36,390 $7.7M
Cowa, LLC 4.08% Add +8.1% 36,298 $7.7M
Gratus Wealth Advisors, LLC 1.32% Reduce -3.4% 34,062 $7.6M
New England Research & Management, Inc. 3.67% Add +10.9% 36,253 $7.6M
McBroom & Associates, LLC 4.78% Add +1.5% 36,241 $7.6M
Veracity Capital LLC 3.18% Reduce -5.7% 36,237 $7.6M
American Financial Advisors, LLC 1.09% Reduce -3.3% 36,229 $7.6M
WR Wealth Planners, LLC 2.33% Reduce -1.2% 36,228 $7.6M
StrongBox Wealth, LLC 3.60% Add +18.8% 36,221 $7.6M
Milestone Asset Management, LLC 1.91% Reduce -20.3% 36,215 $7.6M
Arbor Trust Wealth Advisors, LLC 4.00% Add +0.1% 36,209 $7.6M
Peregrine Asset Advisers, Inc. 3.01% Add +26.7% 36,204 $7.6M
Asset Advisors Investment Management, LLC 0.83% Add +213.1% 36,191 $7.6M
Oxinas Partners, LLC 5.07% Add +0.7% 36,186 $7.6M
Alcosta Capital Management, Inc. 4.68% Reduce -0.6% 36,101 $7.6M
Pacific Center for Financial Services 2.13% Add +20.7% 36,063 $7.6M
Arista Wealth Management, LLC 1.99% Add +192.9% 35,995 $7.6M
Shoker Investment Counsel, Inc. 2.67% Reduce -2.9% 35,968 $7.6M
First Personal Financial Services 1.71% Reduce -1.1% 35,953 $7.6M
Hourglass Capital, LLC 2.25% Add +0.1% 35,933 $7.6M
Alta Wealth Advisors LLC 3.77% Add +0.9% 35,870 $7.6M
Symphony Financial Services, Inc. 6.48% — 31,909 $7.5M
Cutter & CO Brokerage, Inc. 1.83% Reduce -1.8% 35,804 $7.5M
Fingerlakes Wealth Management, Inc. 6.76% Add +0.2% 35,783 $7.5M
Planning Center, Inc. 0.98% Reduce -4.0% 35,743 $7.5M
Tiller Private Wealth, Inc. 3.30% Reduce -7.3% 35,652 $7.5M
Boltwood Capital Management 2.35% Reduce -2.0% 35,646 $7.5M
Greenspring Advisors, LLC 1.81% Add +3.3% 35,612 $7.5M
Colorado Capital Management, Inc. 4.18% Reduce -12.8% 35,606 $7.5M
Gateway Wealth Partners, LLC 2.26% Add +36.6% 35,553 $7.5M
Inspire Trust Co, N.A. 2.47% Add +60.1% 35,528 $7.5M
Trueblood Wealth Management, LLC 4.22% Reduce -0.4% 35,466 $7.5M
Pps&v Asset Management Consultants, Inc. 5.35% Reduce -0.4% 35,449 $7.5M
Integrated Investment Consultants, LLC 2.05% No change 43,506 $7.5M
Weaver Consulting Group 2.60% Reduce -9.3% 35,420 $7.5M
Aurora Private Wealth, Inc. 6.53% Reduce -2.5% 35,421 $7.5M
Allred Capital Management, LLC 2.86% Reduce -0.6% 35,410 $7.5M
Ulland Investment Advisors, LLC 5.68% Reduce -0.1% 35,387 $7.5M
Elevated Capital Advisors, LLC 2.09% Add +6.5% 35,355 $7.4M
Summit Place Financial Advisors, LLC 4.40% Add +1.4% 35,341 $7.4M
PSI Advisors, LLC 2.35% Add +3.2% 35,322 $7.4M
Rip Road Capital Partners LP 6.53% New 35,300 $7.4M
Benchmark Financial Wealth Advisors, LLC 2.75% Reduce -6.0% 35,287 $7.4M
tru Independence LLC 2.24% Add +0.6% 35,274 $7.4M
Barry Investment Advisors, LLC 2.50% Reduce -1.3% 35,232 $7.4M
Gitterman Wealth Management, LLC 2.86% Reduce -1.5% 35,204 $7.4M
Marion Wealth Management 2.18% Add +3.5% 35,182 $7.4M
New Century Financial Group, LLC 3.15% Add +190.8% 35,177 $7.4M
Capital Management Associates, Inc 4.48% Reduce -10.1% 35,120 $7.4M
Denver Wealth Management, Inc. 3.70% Reduce -2.5% 35,118 $7.4M
Arnhold LLC 0.78% No change 35,067 $7.4M
Madison Wealth Partners, Inc 2.53% Reduce -0.7% 35,052 $7.4M
Mattson Financial Services, LLC 2.63% — 34,998 $7.4M
BTG Pactual Asset Management US LLC 1.85% — 34,982 $7.4M
Paradiem, LLC 1.85% No change 34,976 $7.4M
Cora Capital Advisors LLC 3.79% Reduce -3.3% 34,971 $7.4M
Beacon Financial Advisory LLC 2.74% Add +22.9% 34,855 $7.3M
Aprio Wealth Management, LLC 1.33% Add +0.1% 34,748 $7.3M
Fortis Capital Management LLC 1.56% Add +86.8% 34,736 $7.3M
WFA Asset Management Corp 4.13% Reduce -5.5% 34,708 $7.3M
SYSTM Wealth Solutions LLC 1.63% Reduce -33.1% 34,705 $7.3M
Omnia Family Wealth, LLC 3.09% Add +5.3% 34,696 $7.3M
Correct Capital Wealth Management 1.71% Add +3.7% 34,667 $7.3M
Montz Harcus Wealth Management LLC 4.73% Reduce -0.1% 34,662 $7.3M
Retirement Planning Co of New England, Inc. 3.97% Reduce -0.5% 34,626 $7.3M
Capital Group Investment Management Pte. LTD. 1.58% Add +1.0% 34,626 $7.3M
BOS Asset Management, LLC 3.38% Reduce -0.5% 34,523 $7.3M
Fruth Investment Management 1.98% Reduce -0.2% 34,524 $7.3M
Legacy Financial Group, Inc. 2.75% Reduce -1.3% 34,512 $7.3M
Leelyn Smith, LLC 1.40% Add +0.0% 34,492 $7.3M
Paragon Private Wealth Management, LLC 4.10% Reduce -10.6% 34,458 $7.3M
Teza Capital Management LLC 0.89% Reduce -1.7% 34,447 $7.3M
Bridge Advisory, LLC 3.57% Add +2.5% 34,413 $7.2M
Clark Financial Services Group Inc. 7.64% Reduce -6.8% 34,413 $7.2M
BOCHK Asset Management Ltd 2.37% New 34,400 $7.2M
Hudock, Inc. 1.35% Reduce -0.2% 34,357 $7.2M
Long Road Investment Counsel, LLC 3.15% No change 34,351 $7.2M
Brio Consultants, LLC 1.19% Add +9.5% 34,327 $7.2M
Sachetta, LLC 3.14% Add +0.8% 33,016 $7.2M
Glass Wealth Management Co LLC 4.22% Add +0.0% 34,272 $7.2M
Lodestone Wealth Management LLC 3.80% Add +0.2% 34,265 $7.2M
LaSalle St. Investment Advisors, LLC 3.60% Add +38.2% 34,248 $7.2M
MGB Wealth Management, LLC 2.70% Add +0.4% 31,346 $7.2M
Register Financial Advisors LLC 3.64% Add +3.1% 34,231 $7.2M
NavPoint Financial, Inc. 6.26% Add +0.0% 34,225 $7.2M
Criterion Capital Advisors, LLC 4.54% Add +0.1% 34,213 $7.2M
Riverbridge Partners LLC 0.10% Reduce -0.2% 34,138 $7.2M
Platinum Investment Management Ltd. 0.29% New 34,133 $7.2M
Davies Financial Advisors, Inc. 6.71% Reduce -4.2% 34,117 $7.2M
Portside Wealth Group, LLC 1.37% Reduce -0.6% 34,060 $7.2M
White Lighthouse Investment Management Inc. 1.38% Reduce -9.1% 34,053 $7.2M
Samalin Investment Counsel, LLC 3.34% Reduce -6.0% 33,972 $7.2M
Investment Partners, LTD. 3.21% Reduce -5.3% 33,961 $7.2M
Sutton Place Investors LLC 4.76% Reduce -15.7% 33,947 $7.1M
Tempus Wealth Planning, LLC 2.99% Add +7.9% 33,930 $7.1M
Abound Wealth Management 2.63% Reduce -0.2% 33,906 $7.1M
Chase Investment Counsel Corp. 2.53% Add +774.6% 33,891 $7.1M
LCNB Corp. 2.66% Reduce -1.4% 33,869 $7.1M
Nvest Financial, LLC 4.39% Reduce -1.5% 33,865 $7.1M
Osterweis Capital Management Inc. 0.47% Reduce -1.3% 33,749 $7.1M
Byrne Asset Management LLC 5.92% Reduce -0.4% 33,154 $7.1M
Ellsworth Advisors, LLC 1.98% Add +0.3% 33,678 $7.1M
Meridian Management Co. 1.95% Add +1.8% 33,657 $7.1M
ODonnell Financial Services, LLC 3.15% Reduce -5.5% 33,644 $7.1M
Altman Advisors, Inc. 4.03% Reduce -0.1% 33,624 $7.1M
Heritage Financial Services, LLC 1.01% Reduce -3.2% 33,583 $7.1M
Norris Financial Group, LLC 3.68% Reduce -3.1% 33,576 $7.1M
Mason & Associates Inc 1.88% Add +9.1% 33,556 $7.1M
Dynasty Wealth Management, LLC 0.21% Reduce -6.0% 33,550 $7.1M
Nova R Wealth, Inc. 3.64% Reduce -0.6% 33,509 $7.1M
Legacy Edge Advisors, LLC 1.30% Add +24.2% 33,494 $7.1M
Fortitude Advisory Group L.L.C. 4.21% Reduce -44.0% 33,451 $7.0M
Etesian Wealth Advisors, Inc. 3.96% Add +4.1% 33,447 $7.0M
Dynamic Technology Lab Private Ltd 0.80% Add +31.3% 33,443 $7.0M
Howard Wealth Management, LLC 5.55% Reduce -2.6% 33,438 $7.0M
Sprott Inc. 0.52% Reduce -13.7% 33,432 $7.0M
Ayrshire Capital Management LLC 3.59% Add +3.7% 33,414 $7.0M
Front Street Capital Management, Inc. 1.35% Reduce -1.1% 33,397 $7.0M
Check Capital Management Inc. 0.51% Add +3.1% 33,390 $7.0M
ELCO Management Co., LLC 4.09% Add +5.8% 33,331 $7.0M
Sather Financial Group Inc 0.49% Reduce -0.5% 33,285 $7.0M
Andrew Hill Investment Advisors, Inc. 5.83% Add +567.8% 33,270 $7.0M
Long Run Wealth Advisors, LLC 1.77% Add +11.6% 33,263 $7.0M
Lakeshore Financial Planning, Inc. 3.42% Reduce -0.7% 33,239 $7.0M
Pinnacle Bancorp, Inc. 2.06% Reduce -0.5% 33,197 $7.0M
Ahl Investment Management, Inc. 5.12% Add +5.3% 33,157 $7.0M
Aberdeen Wealth Management LLC 4.72% Add +1.6% 33,135 $7.0M
Duff & Phelps Investment Management Co. 0.09% Reduce -62.1% 33,079 $7.0M
WD Rutherford LLC 3.49% Reduce -4.3% 33,044 $7.0M
Monetta Financial Services Inc. 6.01% No change 33,000 $7.0M
Soviero Asset Management, LP 5.34% New 33,000 $7.0M
LifeSteps Financial, Inc. 5.73% Reduce -2.7% 32,967 $6.9M
JNBA Financial Advisors 0.73% Reduce -3.1% 32,965 $6.9M
Mayfair Advisory Group, LLC 4.70% Reduce -1.8% 30,101 $6.9M
Ameliora Wealth Management Ltd. 3.15% Reduce -10.3% 32,911 $6.9M
Pacific Sage Partners, LLC 1.72% Add +0.0% 32,860 $6.9M
Peoples Bank 3.58% Add +11.3% 32,763 $6.9M
Moran Wealth Management, LLC 0.23% Add +5.5% 32,754 $6.9M
Investment Advisory Group, LLC 2.66% Reduce -0.8% 32,723 $6.9M
Essex LLC 1.53% Reduce -3.1% 32,575 $6.9M
Triangle Securities Wealth Management 1.94% Reduce -1.6% 32,550 $6.9M
Horizon Investment Services, LLC 3.23% Reduce -5.2% 32,521 $6.8M
HBW Advisory Services LLC 1.14% Reduce -29.9% 32,498 $6.8M
Shorepoint Capital Partners LLC 1.60% Reduce -3.6% 32,443 $6.8M
BCS Wealth Management 3.32% Reduce -7.8% 32,442 $6.8M
Wealth Quarterback LLC 3.87% Add +1.0% 32,433 $6.8M
Chesapeake Asset Management LLC 6.55% Add +8.3% 32,415 $6.8M
Opus Investment Management Inc. 4.41% No change 32,400 $6.8M
Farrell Financial LLC 5.31% Reduce -0.1% 32,367 $6.8M
Aft, Forsyth & Sober, LLC 2.33% No change 32,300 $6.8M
Vaughan David Investments LLC 0.17% Reduce -14.0% 32,231 $6.8M
Keeler Thomas Management LLC 2.31% Reduce -1.8% 32,189 $6.8M
Crew Capital Management, Ltd 5.43% Reduce -0.6% 32,092 $6.8M
Baron Wealth Management LLC 3.50% Add +2.7% 32,080 $6.8M
Coastwise Capital Group, LLC 6.52% Reduce -0.8% 32,043 $6.7M
Glynn Capital Management LLC 1.36% No change 32,023 $6.7M
Smith Shellnut Wilson LLC 3.27% No change 31,997 $6.7M
Financial Partners Group, LLC 2.62% Reduce -4.9% 31,995 $6.7M
Hidden Lake Asset Management LP 5.75% New 31,990 $6.7M
Wunderlich Capital Managemnt 3.01% Reduce -0.3% 31,987 $6.7M
Opal Wealth Advisors, LLC 2.16% Add +8.5% 31,927 $6.7M
Archer Investment Corp 1.97% Add +0.3% 31,913 $6.7M
CMG Global Holdings, LLC 4.44% Reduce -3.8% 31,885 $6.7M
Next Level Private LLC 3.07% Reduce -40.2% 31,875 $6.7M
Anchor Capital Advisors LLC 0.19% Reduce -0.5% 31,853 $6.7M
Ergawealth Advisors, Inc. 3.65% Add +2.1% 31,852 $6.7M
Gerber, LLC 5.27% Add +0.0% 31,814 $6.7M
Elevation Wealth Partners, LLC 3.17% Reduce -0.8% 31,773 $6.7M
Maxwell Wealth Strategies Inc. 3.27% Reduce -0.1% 31,727 $6.7M
Monument Capital Management 1.96% Reduce -3.3% 31,700 $6.7M
Strategic Advocates LLC 2.65% Reduce -23.1% 31,692 $6.7M
River Street Advisors LLC 4.14% Add +3.4% 31,675 $6.7M
Seascape Capital Management 2.49% Add +0.4% 31,673 $6.7M
Security National Bank of Sioux City Iowa 4.81% Reduce -4.6% 31,648 $6.7M
Beam Wealth Advisors, Inc. 2.22% Add +157.9% 31,612 $6.7M
Eley Financial Management, Inc 2.82% Add +0.0% 31,606 $6.7M
Beaton Management Co. Inc. 3.58% Reduce -0.5% 31,592 $6.7M
Cooper/Haims Advisors, LLC 3.73% Add +4.3% 31,543 $6.6M
Alesco Advisors, LLC, An ESL Co 0.22% Reduce -5.6% 31,507 $6.6M
Taylor & Morgan Wealth Management, LLC 4.69% Reduce -0.6% 31,499 $6.6M
MADDEN SECURITIES Corp 2.94% Add +0.3% 31,487 $6.6M
Burton Enright Welch 1.53% Add +0.0% 31,461 $6.6M
Petix & Botte Co 1.87% Add +67.4% 31,424 $6.6M
Tarbox Family Office, Inc. 1.17% Reduce -0.1% 31,400 $6.6M
Barton Investment Management 0.88% Reduce -5.1% 31,344 $6.6M
1858 Wealth Management, LLC 5.47% Add +12.4% 31,270 $6.6M
Kampmann Melissa S. 4.80% Reduce -3.2% 31,233 $6.6M
Willis Johnson & Associates, Inc. 0.54% Add +1.9% 31,205 $6.6M
Tilia Fiduciary Partners, Inc. 5.13% Add +2.9% 31,160 $6.6M
Evolution Wealth Advisors, LLC 1.28% Add +16.0% 31,109 $6.6M
Legacy Financial Strategies, LLC 1.58% Add +3.0% 29,613 $6.6M
Kinsale Capital Group, Inc. 2.27% Add +23.5% 31,069 $6.5M
Barrett & Company, Inc. 2.96% Add +0.2% 31,049 $6.5M
Wynn Capital, LLC 4.84% Add +1.0% 31,046 $6.5M
Fiera Capital Corp 0.02% Reduce -13.0% 31,046 $6.5M
McCarthy Asset Management, Inc. 3.85% Reduce -0.3% 31,044 $6.5M
Permanens Capital L.P. 0.67% Add +11.8% 31,012 $6.5M
Goldstein Advisors, LLC 1.09% Add +0.1% 30,995 $6.5M
Center for Financial Planning, Inc. 0.94% Add +0.2% 30,990 $6.5M
Private Wealth Strategies, L.L.C. 1.31% Reduce -3.3% 30,971 $6.5M
Cantor Fitzgerald Investment Advisors L.P. 0.50% Add +1.2% 30,894 $6.5M
Hilltop Partners LLC 2.40% Add +0.3% 30,877 $6.5M
Total Investment Management Inc. 0.85% Reduce -3.1% 30,825 $6.5M
Snider Financial Group 2.51% Add +1.0% 30,824 $6.5M
Needham Investment Management LLC 0.53% No change 30,750 $6.5M
Altus Wealth Group LLC 3.24% Add +1.0% 30,742 $6.5M
Jacobsen Capital Management 2.89% Add +5.3% 30,715 $6.5M
Dempze Nancy E 4.44% Add +1.7% 30,707 $6.5M
49 Wealth Management, LLC 1.27% Add +18.4% 29,831 $6.5M
Atom Investors LP 0.65% Add +14.9% 30,681 $6.5M
Vectors Research Management, LLC 1.98% Add +0.5% 30,655 $6.5M
Garrison Point Advisors, LLC 4.26% Reduce -1.8% 30,641 $6.5M
Riverview Trust Co 6.13% Reduce -26.7% 30,569 $6.4M
JBR Co Financial Management Inc 4.52% No change 30,559 $6.4M
Home Federal Bank of Tennessee 1.96% Add +1.5% 30,550 $6.4M
Counterweight Ventures, LLC 4.86% Add +2.3% 30,531 $6.4M
Colton Groome Financial Advisors, LLC 2.53% Add +1.1% 30,509 $6.4M
G2 Capital Management, LLC / Oh 2.00% Add +0.1% 30,483 $6.4M
Cascade Investment Group, Inc. 5.00% Reduce -5.3% 30,437 $6.4M
NRI Wealth Management LC 4.97% Add +1.7% 30,420 $6.4M
Sentry LLC 1.18% Reduce -1.1% 30,410 $6.4M
Landaas & Co. /Wi 1.95% Add +0.5% 30,273 $6.4M
Ashton Thomas Securities, LLC 1.54% — 27,913 $6.4M
Syntax Research, Inc. 5.04% Add +0.1% 30,244 $6.4M
First Bancorp, Inc 4.70% Add +3.3% 30,201 $6.4M
Eclectic Associates Inc. 2.83% Add +0.1% 30,169 $6.4M
Hanson & Doremus Investment Management 1.06% Reduce -1.9% 30,156 $6.4M
Graphene Investments SAS 3.98% Reduce -45.0% 30,100 $6.3M
Truvestments Capital LLC 2.53% Add +1.4% 30,098 $6.3M
Socorro Asset Management LP 2.46% Reduce -14.5% 30,035 $6.3M
Noesis Capital Mangement Corp. 1.40% Add +3.3% 30,007 $6.3M
Boit C F David 3.29% No change 30,002 $6.3M
Intrinsic Edge Capital Management LLC 0.61% New 30,000 $6.3M
Pinkerton Wealth, LLC 0.97% Reduce -1.5% 29,973 $6.3M
Seven Mile Advisory 4.64% Reduce -13.1% 29,968 $6.3M
Quattro Financial Advisors LLC 1.65% Add +30.9% 29,929 $6.3M
Eisler Capital (US) LLC 1.19% Add +104.5% 29,909 $6.3M
Astoria Portfolio Advisors LLC. 2.25% Add +2.0% 29,901 $6.3M
Pin Oak Investment Advisors Inc. 6.03% Reduce -1.2% 29,891 $6.3M
Ramirez Asset Management, Inc. 1.28% No change 29,877 $6.3M
Okabena Investment Services Inc. 2.00% Add +33.4% 29,861 $6.3M
Guinness Atkinson Asset Management Inc 3.08% No change 29,832 $6.3M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2.39% Add +683.9% 29,797 $6.3M
Lantz Financial LLC 1.95% Add +8.6% 29,751 $6.3M
Hudson Capital Management LLC 2.18% Add +4.5% 29,745 $6.3M
Shira Ridge Wealth Management 3.49% Reduce -0.5% 29,708 $6.3M
Laidlaw Wealth Management LLC 3.43% Reduce -18.1% 29,649 $6.2M
Aldebaran Financial Inc. 8.18% Add +1.1% 29,643 $6.2M
McAlister, Sweet & Associates, Inc. 4.48% Reduce -1.1% 29,628 $6.2M
Burr Financial Services, LLC 4.35% Add +170.1% 29,553 $6.2M
Lakeridge Wealth Management LLC 3.74% Add +0.1% 29,530 $6.2M
Rockbridge Investment Management, LCC 0.88% Reduce -5.4% 29,459 $6.2M
Gould Asset Management LLC 1.43% Reduce -0.4% 29,440 $6.2M
Trinity Financial Advisors LLC 2.77% Add +2.3% 29,427 $6.2M
Retirement Capital Strategies 2.48% Reduce -0.7% 29,390 $6.2M
Accel Wealth Management 2.48% Add +10.6% 29,363 $6.2M
Five Oceans Advisors 3.24% Add +2.5% 29,361 $6.2M
FORA Capital, LLC 0.75% Reduce -75.3% 29,346 $6.2M
Convergence Investment Partners, LLC 1.81% Add +2.7% 29,334 $6.2M
RiverPark Advisors, LLC 5.11% Reduce -4.4% 29,317 $6.2M
Comprehensive Financial Consultants Institutional, Inc. 2.42% Add +3.1% 29,262 $6.2M
Insight Inv LLC 5.32% Reduce -0.5% 29,245 $6.2M
1900 Wealth Management LLC 0.58% Reduce -2.3% 29,222 $6.2M
Advance Capital Management, Inc. 0.29% Reduce -2.0% 29,216 $6.2M
Echo Wealth Management, LLC 4.63% Add +65.5% 29,185 $6.1M
Unio Capital LLC 2.58% Reduce -6.5% 29,169 $6.1M
Well Done, LLC 1.28% Add +0.6% 29,168 $6.1M
Landmark Wealth Management, Inc. 3.38% Reduce -1.4% 29,158 $6.1M
Exchange Bank 5.22% Reduce -0.6% 29,155 $6.1M
Mitchell & Pahl Private Wealth, LLC 3.24% Reduce -1.0% 29,135 $6.1M
Wbi Investments, LLC 1.49% Add +304.3% 29,120 $6.1M
W.H. Cornerstone Investments Inc. 4.34% Reduce -0.7% 29,099 $6.1M
Blankinship & Foster, LLC 1.58% Add +3.1% 29,036 $6.1M
Crown Wealth Group, LLC 3.05% Reduce -3.2% 29,024 $6.1M
Sunpointe, LLC 3.98% Add +15.9% 29,017 $6.1M
Banco de Sabadell, S.A 4.48% Add +7.3% 29,012 $6.1M
Unison Asset Management LLC 3.09% Add +0.7% 29,002 $6.1M
Act Wealth Management, LLC 3.01% Reduce 0.0% 28,998 $6.1M
Schear Investment Advisers, LLC 4.40% Reduce -2.7% 28,949 $6.1M
Auxier Asset Management LLC 0.97% Reduce -0.2% 28,940 $6.1M
Widmann Financial Services, Inc. 4.96% Reduce -0.6% 28,932 $6.1M
Burt Wealth Advisors 1.60% Reduce -22.8% 28,831 $6.1M
Valtinson Bruner Financial Planning LLC 2.41% Add +130.3% 28,806 $6.1M
Provident Trust Co. 0.11% Reduce -1.0% 28,785 $6.1M
Centennial Wealth Advisory LLC 2.63% Add +5.6% 28,773 $6.1M
Black Diamond Financial, LLC 1.17% Add +5.3% 28,762 $6.1M
Plotkin Financial Advisors, LLC 3.89% Reduce -5.4% 28,752 $6.1M
RE Dickinson Investment Advisors, LLC 3.69% Reduce -3.4% 28,745 $6.1M
Addison Advisors LLC 1.95% Add +1.4% 28,725 $6.1M
Aveo Capital Partners, LLC 0.69% Reduce -19.9% 28,713 $6.0M
TFB Advisors LLC 1.97% Add +17.1% 28,652 $6.0M
Prudent Man Advisors, LLC 2.14% Add +3.5% 28,167 $6.0M
Paragon Financial Partners, Inc. 4.70% Add +0.0% 28,622 $6.0M
Bowman & Co S.C. 3.50% Add +5.1% 28,578 $6.0M
Savvy Advisors, Inc. 1.96% Add +100.3% 28,562 $6.0M
Sage Capital Management, LLC 3.16% Add +0.1% 28,560 $6.0M
Clarity Capital Partners LLC 3.68% Reduce -0.5% 28,515 $6.0M
Cardinal Point Capital Management ULC 1.04% Add +3.5% 28,457 $6.0M
Triton Wealth Management, PLLC 3.50% Add +1.5% 26,616 $6.0M
Royal Harbor Partners, LLC 2.48% Add +3.5% 28,432 $6.0M
Beacon Harbor Wealth Advisors, Inc. 1.56% Add +865.4% 28,430 $6.0M
Bigelow Investment Advisors, LLC 2.86% Reduce -0.7% 28,419 $6.0M
Bell Investment Advisors, Inc 1.18% Reduce -1.6% 28,418 $6.0M
Corundum Group, Inc. 2.33% Reduce -13.1% 28,361 $6.0M
First National Bank of Hutchinson 3.81% Reduce -3.2% 28,341 $6.0M
Emerald Advisers, LLC 0.25% Add +8.4% 28,340 $6.0M
Rf&l Wealth Management, LLC 4.54% Reduce -19.8% 28,309 $6.0M
Cortland Associates Inc. 0.75% Add +1.8% 28,284 $6.0M
Seelaus Asset Management LLC 6.20% Reduce -9.8% 28,246 $5.9M
Argent Advisors, Inc. 2.36% No change 28,210 $5.9M
waypoint wealth counsel 4.54% Add +0.3% 28,190 $5.9M
Lion Street Advisors, LLC 2.20% Reduce -1.5% 28,178 $5.9M
Sentinel Pension Advisors, LLC 1.23% Reduce -5.0% 28,147 $5.9M
Wagner Wealth Management, LLC 1.77% Add +4.2% 28,106 $5.9M
Alliance Wealth Management Group 1.69% Reduce -6.8% 28,057 $5.9M
Kolinsky Wealth Management, LLC 4.23% Add +6.6% 28,026 $5.9M
Occudo Quantitative Strategies LP 1.05% Add +24.7% 28,025 $5.9M
Edge Financial Advisors LLC 6.11% Reduce -9.4% 28,021 $5.9M
My Personal CFO, LLC 3.15% Add +0.6% 28,002 $5.9M
ICA Group Wealth Management, LLC 3.54% Reduce -60.5% 27,982 $5.9M
Corrigan Financial, Inc. 1.50% No change 34,366 $5.9M
MWA Asset Management 4.20% Add +0.1% 27,965 $5.9M
WESCAP Management Group, Inc. 1.67% Add +2.0% 27,927 $5.9M
Bank of Marin 5.07% Reduce -5.4% 27,910 $5.9M
M. Kraus & Co 1.80% Reduce -2.2% 27,884 $5.9M
Tandem Capital Management Corp. 3.22% Reduce -1.4% 25,937 $5.9M
Total Clarity Wealth Management, Inc. 2.04% Reduce -5.8% 27,859 $5.9M
Edmonds Duncan Registered Investment Advisors, LLC 1.43% Reduce -0.3% 27,838 $5.9M
Westshore Wealth, LLC 2.44% Reduce -2.3% 27,822 $5.9M
Libra Wealth LLC 2.54% Add +3.7% 27,809 $5.9M
Richmond Brothers, Inc. 11.56% Reduce -7.9% 27,758 $5.8M
Integrity Financial Corp 3.66% Reduce -5.6% 27,755 $5.8M
Exchange Capital Management, Inc. 0.95% Reduce -5.5% 27,752 $5.8M
SFI Advisors, LLC 4.49% Add +0.4% 27,692 $5.8M
Somerset Group LLC 5.17% Add +2.3% 27,650 $5.8M
Granite Harbor Advisors, Inc. 3.77% Add +2.3% 27,609 $5.8M
Pacific Wealth Strategies Group, Inc. 4.82% Reduce -7.3% 27,607 $5.8M
Cahaba Wealth Management, Inc. 0.51% Reduce -3.9% 27,601 $5.8M
Regency Capital Management Inc.\DE 3.73% Reduce -13.8% 27,534 $5.8M
BRIGHT VALLEY CAPITAL Ltd 6.53% New 27,500 $5.8M
One Charles Private Wealth Services, LLC 2.41% Reduce -4.8% 27,487 $5.8M
Herbst Group, LLC 3.52% Reduce -0.0% 27,484 $5.8M
Lifeworks Advisors, LLC 1.61% Add +12.1% 27,454 $5.8M
Cynosure Group, LLC 0.93% Add +4.1% 27,407 $5.8M
Great Diamond Partners, LLC 1.36% Reduce -5.5% 27,404 $5.8M
Marshall & Sullivan Inc. 2.88% Reduce -0.4% 27,348 $5.8M
RW Investment Management LLC 0.78% Reduce -6.9% 27,331 $5.8M
Alaska Permanent Fund Corp 0.09% Reduce -0.8% 25,886 $5.7M
Fullcircle Wealth LLC 2.82% — 26,285 $5.7M
Argus Investors' Counsel, Inc. 3.51% Reduce -1.1% 27,124 $5.7M
Pursue Wealth Partners LLC 3.12% Add +4.0% 27,121 $5.7M
New Republic Capital, LLC 2.87% Add +16.1% 27,098 $5.7M
Pinnacle Family Advisors, LLC 3.15% Reduce -0.9% 27,076 $5.7M
Butensky & Cohen Financial Security, Inc. 1.81% Add +0.5% 27,066 $5.7M
Magnolia Capital Management Ltd. 4.78% Add +1.0% 27,016 $5.7M
DDFG, Inc 1.76% Add +0.3% 27,014 $5.7M
Deuterium Capital Management, LLC 9.58% Reduce -40.0% 27,000 $5.7M
Archvest Wealth Advisors, Inc. 3.76% Reduce -0.5% 26,198 $5.7M
SYM FINANCIAL Corp 0.90% Add +29.0% 26,931 $5.7M
Bey-Douglas LLC 5.24% Reduce -6.3% 26,905 $5.7M
Regis Management CO LLC 1.71% No change 26,902 $5.7M
Prelude Capital Management, LLC 0.47% Add +80.8% 26,866 $5.7M
Strategic Family Wealth Counselors, L.L.C. 2.15% Reduce -0.5% 26,839 $5.7M
Gries Financial LLC 1.16% Reduce -53.5% 26,802 $5.6M
Bantamac Capital, LLC 3.38% Reduce -12.8% 26,767 $5.6M
Hamilton Capital, LLC 0.43% Reduce -0.2% 26,763 $5.6M
Redwood Investments, LLC 1.91% Reduce -21.0% 30,897 $5.6M
West Oak Capital, LLC 2.26% Reduce -2.4% 26,670 $5.6M
Clayton Financial Group LLC 2.42% Add +1.3% 32,694 $5.6M
LWM Advisory Services, LLC 4.70% Reduce -7.8% 26,596 $5.6M
Castleview Partners, LLC 3.18% Add +20.3% 26,592 $5.6M
Ullmann Wealth Partners Group, LLC 0.80% Add +9.5% 26,577 $5.6M
Breed's Hill Capital LLC 4.95% Add +1.0% 26,540 $5.6M
Deltec Asset Management LLC 1.07% Add +6.1% 26,520 $5.6M
Collaborative Wealth Managment Inc. 2.73% Reduce -0.3% 26,511 $5.6M
Values Added Financial LLC 4.02% Add +4.3% 26,474 $5.6M
Grey Fox Wealth Advisors, LLC 1.96% Reduce -0.1% 26,445 $5.6M
Affinity Wealth Management LLC 1.02% Add +3.8% 26,420 $5.6M
Austin Wealth Management, LLC 1.30% Add +2.8% 24,374 $5.5M
TPG Advisors LLC 4.72% — 26,303 $5.5M
WMG Financial Advisors, LLC 2.93% Add +14.3% 26,289 $5.5M
Trustco Bank Corp. N Y 5.88% Reduce -1.0% 26,241 $5.5M
McRae Capital Management Inc. 1.26% Reduce -6.4% 26,203 $5.5M
Legacy PCG, LLC 3.47% Reduce -2.0% 26,198 $5.5M
Richardson Financial Services Inc. 3.97% Reduce -2.8% 26,185 $5.5M
MeadowBrook Investment Advisors LLC 5.31% Reduce -1.8% 26,155 $5.5M
Neo Ivy Capital Management 1.08% — 26,144 $5.5M
Worth Financial Advisory Group, LLC 3.61% Reduce -0.9% 26,129 $5.5M
Certus Wealth Management, LLC 4.17% No change 26,091 $5.5M
NorthStar Asset Management LLC 3.81% Add +2.5% 26,071 $5.5M
Greenup Street Wealth Management LLC 1.29% Add +90.2% 26,061 $5.5M
Schrum Private Wealth Management LLC 4.95% Reduce -2.3% 26,048 $5.5M
Spectrum Wealth Advisory Group, LLC 5.86% Add +0.8% 26,009 $5.5M
JBF Capital, Inc. 0.85% No change 26,000 $5.5M
Prosperity Wealth Management, Inc. 2.69% Add +1.0% 25,995 $5.5M
ShoreHaven Wealth Partners, LLC 2.87% Reduce -1.8% 25,935 $5.5M
Austin Asset Management Co Inc 1.16% Reduce -1.2% 25,933 $5.5M
Royal Capital Wealth Management, LLC 4.11% Add +4.7% 25,929 $5.5M
Hoxton Planning & Management, LLC 2.54% Reduce -2.5% 25,910 $5.5M
Legacy Capital Wealth Partners, LLC 1.39% Add +190.2% 25,893 $5.5M
Evergreen Private Wealth LLC 2.69% Add +1.6% 25,888 $5.5M
Raleigh Capital Management Inc. 2.32% Add +14.2% 25,887 $5.5M
PrairieView Partners, LLC 0.61% Add +3.8% 25,871 $5.4M
E&G Advisors, LLC 1.60% Reduce -2.0% 25,863 $5.4M
American State Bank (Iowa) 3.49% Add +59.5% 25,859 $5.4M
Maxi Investments CY Ltd 1.22% Add +197.8% 25,857 $5.4M
American Institute for Advanced Investment Management, LLP 4.16% Reduce -0.7% 25,797 $5.4M
Emprise Bank 3.35% Reduce -0.9% 25,789 $5.4M
Tennessee Valley Asset Management Partners 1.02% Add +34.0% 25,762 $5.4M
Tanaka Capital Management Inc. 12.82% Reduce -1.7% 25,715 $5.4M
Advanced Portfolio Management, LLC 3.57% No change 25,702 $5.4M
Mendel Capital Management LLC 3.49% Reduce -0.1% 25,670 $5.4M
McElhenny Sheffield Capital Management, LLC 1.86% Reduce -49.8% 25,135 $5.4M
Steel Grove Capital Advisors, LLC 0.74% Reduce -22.7% 25,604 $5.4M
Marest Capital, LLC 4.79% Add +0.1% 25,598 $5.4M
Creekmur Asset Management LLC 1.39% Add +2.3% 25,588 $5.4M
Addison Capital Co 2.34% Reduce -6.4% 25,587 $5.4M
Mountain Capital Investment Advisors Inc. 1.34% Reduce -0.1% 22,954 $5.4M
Arbor Investment Advisors, LLC 0.79% Reduce -55.6% 25,503 $5.4M
Creative Capital Management Investments LLC 2.61% Reduce -0.9% 25,496 $5.4M
Wiser Advisor Group LLC 8.44% Reduce -1.8% 25,492 $5.4M
Robbins Farley 2.85% Add +1.8% 25,458 $5.4M
Hengehold Capital Management LLC 0.56% Reduce -0.8% 25,427 $5.4M
MBA Advisors LLC 2.74% Reduce -2.6% 25,424 $5.4M
Summit Wealth Group, LLC 1.61% Reduce -34.4% 25,402 $5.3M
IronBridge Private Wealth, LLC 2.00% Add +0.2% 25,383 $5.3M
Court Place Advisors, LLC 1.67% Add +0.6% 25,314 $5.3M
ICW Investment Advisors LLC 2.42% Reduce -1.8% 25,304 $5.3M
Connective Capital Management, LLC 10.02% Reduce -7.5% 25,295 $5.3M
Audent Global Asset Management, LLC 5.55% Reduce -12.3% 25,292 $5.3M
Pine Ridge Advisers LLC 0.57% Reduce -28.5% 25,210 $5.3M
Eldridge Investment Advisors, Inc. 1.34% Add +3.6% 25,195 $5.3M
Sunburst Financial Group, LLC 1.44% Reduce -0.1% 25,193 $5.3M
Legacy CG, LLC 1.81% Add +7.1% 25,191 $5.3M
Advisory Resource Group 1.19% Add +21.7% 25,131 $5.3M
Hyperion Partners, LLC 3.78% Reduce -1.6% 25,128 $5.3M
Rothschild Wealth LLC 1.72% Add +4.7% 25,084 $5.3M
Charles Schwab Trust Co 0.49% Add +4.5% 25,074 $5.3M
Mountain Pacific Investment Advisers LLC 0.39% Reduce -2.8% 25,029 $5.3M
Elser Financial Planning, Inc 0.88% — 25,025 $5.3M
Firethorn Wealth Partners, LLC 2.98% Add +0.1% 25,016 $5.3M
Global Strategic Investment Solutions, LLC 0.64% Reduce -6.3% 25,002 $5.3M
Valliance Asset Management Ltd 15.79% New 25,000 $5.3M
Maytus Capital Management, LLC 1.88% Reduce -44.4% 25,000 $5.3M
Auto-Owners Insurance Co 0.14% No change 25,000 $5.3M
Twinbeech Capital LP 0.10% Reduce -93.0% 24,978 $5.3M
Davis Investment Partners, LLC 2.16% Reduce -1.1% 22,813 $5.3M
Diversified Portfolios, Inc. 0.69% Reduce -2.0% 24,966 $5.3M
HERALD INVESTMENT MANAGEMENT Ltd 0.86% No change 25,000 $5.3M
Curran Financial Partners, LLC 1.76% Add +0.3% 24,933 $5.3M
Fairscale Capital, LLC 4.66% — 22,360 $5.3M
Lynx Investment Advisory 3.88% — 24,885 $5.2M
WPWealth LLP 1.27% Add +0.5% 24,884 $5.2M
VCI Wealth Management LLC 2.59% Add +113.3% 24,881 $5.2M
Financial Advisors, LLC 1.07% Reduce -0.5% 24,865 $5.2M
Granger Management LLC 0.87% Add +1.2% 24,855 $5.2M
Doliver Advisors, LP 1.46% Reduce -3.3% 24,836 $5.2M
FinDec Wealth Services, Inc. 3.30% Reduce -3.7% 24,830 $5.2M
Pine Harbor Wealth Management, LLC 3.07% Add +3.8% 24,782 $5.2M
Heritage Wealth Management, Inc. 5.03% Reduce -0.7% 24,763 $5.2M
Financial Connections Group, Inc. 2.70% Reduce -4.0% 24,734 $5.2M
Parkside Advisors LLC 1.33% Reduce -43.4% 24,689 $5.2M
Crescent Sterling, Ltd. 4.98% Reduce -2.4% 24,674 $5.2M
Center For Asset Management LLC 3.44% Add +5.0% 24,670 $5.2M
Park Place Capital Corp 1.66% Reduce -3.3% 24,649 $5.2M
Sykon Capital LLC 1.96% Add +41.8% 24,621 $5.2M
West Paces Advisors Inc. 1.35% Reduce -2.7% 24,603 $5.2M
Wilkins Investment Counsel Inc. 0.77% Add +1.7% 24,558 $5.2M
Elmwood Wealth Management, Inc. 2.30% Reduce -3.5% 24,547 $5.2M
Kwmg, LLC 0.56% Add +130.7% 24,545 $5.2M
Tevis Investment Management 4.14% Add +0.4% 24,496 $5.2M
Rockingstone Advisors LLC 2.65% Add +1.8% 24,492 $5.2M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 3.35% Add +5.0% 24,476 $5.2M
Red Wave Investments LLC 1.90% Reduce -2.4% 24,455 $5.2M
Fortem Financial Group, LLC 2.21% Reduce -2.0% 24,452 $5.2M
PFW Advisors LLC 1.64% Reduce -1.5% 24,450 $5.1M
Tectonic Advisors LLC 0.37% Add +2.0% 24,422 $5.1M
Duquesne Family Office 0.18% Reduce -78.7% 24,400 $5.1M
Eight 31 Financial, LLC 3.95% Reduce -2.5% 24,378 $5.1M
Bellwether Advisors, LLC 1.08% Add +387.3% 24,349 $5.1M
Outlook Wealth Advisors, LLC 1.60% Add +5.1% 24,347 $5.1M
Melfa Wealth Management, Inc. 3.58% Reduce -1.5% 24,334 $5.1M
Dodge & Cox 0.00% Reduce -0.2% 24,318 $5.1M
Legacy Wealth Asset Management, LLC 1.44% Add +2.5% 24,302 $5.1M
KFG Wealth Management, LLC 2.03% Add +1.3% 24,249 $5.1M
Maia Wealth LLC 1.54% — 21,782 $5.1M
Pathway Financial Advisers, LLC 1.83% Add +1.3% 24,338 $5.1M
Capital Markets Trading UK LLP 3.74% Add +9.7% 24,192 $5.1M
Traveka Wealth, LLC 2.49% Add +4.5% 24,173 $5.1M
Second Line Capital, LLC 1.56% Add +5.6% 24,172 $5.1M
Parallax Volatility Advisers, L.P. 0.15% Reduce -93.6% 24,153 $5.1M
Annandale Capital, LLC 1.06% Add +0.8% 24,139 $5.1M
Carson Advisory Inc. 3.56% Add +1.7% 24,095 $5.1M
Kintra Wealth, LLC 3.60% Reduce -5.5% 24,058 $5.1M
Vickerman Investment Advisors, Inc. 1.63% Reduce -5.0% 24,040 $5.1M
Fortune Financial Advisors, LLC 3.10% Add +0.3% 24,021 $5.1M
Cutler Investment Counsel LLC 0.69% Reduce -0.6% 24,003 $5.1M
Beaird Harris Wealth Management, LLC 0.48% Add +6.8% 23,992 $5.1M
Verum Partners LLC 1.63% Add +2.4% 23,967 $5.0M
Betterment LLC 0.01% Add +5.9% 23,965 $5.0M
Salvus Wealth Management, LLC 3.46% Add +15.1% 23,938 $5.0M
Hofer & Associates. Inc 3.91% Add +0.6% 23,921 $5.0M
Castle Wealth Management LLC 2.41% Reduce -0.4% 23,896 $5.0M
Financial Advisory Partners, LLC 1.88% Reduce -3.2% 23,896 $5.0M
Peterson Wealth Management 3.11% Add +1.6% 23,892 $5.0M
LVZ, Inc. 0.69% Add +21.5% 23,892 $5.0M
Selective Wealth Management, Inc. 2.22% Reduce -3.3% 22,004 $5.0M
Rovin Capital /Ut/ 2.09% Add +3.0% 23,878 $5.0M
Capital Planning LLC 1.51% Add +0.0% 23,871 $5.0M
Mascoma Wealth Management LLC 1.33% Reduce -1.1% 23,865 $5.0M
IAM Advisory, LLC 1.36% Reduce -0.2% 23,823 $5.0M
David J Yvars Group 3.14% Reduce -4.2% 23,816 $5.0M
Mosaic Financial Group, LLC 3.59% Add +6.1% 23,730 $5.0M
Oxford Wealth Group, LLC 3.43% Add +20.3% 23,715 $5.0M
Almanack Investment Partners, LLC. 0.84% Reduce -1.1% 23,662 $5.0M
Financial Management Professionals, Inc. 0.68% Reduce -3.5% 23,526 $5.0M
Ardsley Advisory Partners LP 0.90% Reduce -6.0% 23,500 $4.9M
InTrack Investment Management Inc 3.52% Reduce -2.8% 23,478 $4.9M
PCA Investment Advisory Services Inc. 2.59% Add +1.7% 23,442 $4.9M
Adamsbrown Wealth Consultants LLC 1.92% Add +2.2% 23,411 $4.9M
New Wave Wealth Advisors LLC 2.64% — 23,334 $4.9M
Measured Wealth Private Client Group, LLC 1.73% Reduce -0.2% 23,328 $4.9M
Signify Wealth 7.07% Add +0.7% 23,320 $4.9M
Seldon Capital LP 2.74% No change 23,268 $4.9M
Leibman Financial Services, Inc. 3.63% Add +2.7% 23,255 $4.9M
Horan Securities, Inc. 2.11% Add +0.2% 23,205 $4.9M
Rational Advisors, Inc. 0.49% Add +182.4% 23,168 $4.9M
Gould Capital, LLC 3.44% Add +0.3% 23,143 $4.9M
Fiducient Advisors LLC 0.67% Add +5.0% 23,128 $4.9M
New World Advisors LLC 1.36% Reduce -2.6% 23,128 $4.9M
Skyline Advisors, Inc. 2.12% Reduce -8.1% 23,112 $4.9M
American Planning Services, Inc. 3.42% Add +109.2% 23,111 $4.9M
Carr Financial Group Corp 1.55% Reduce -13.7% 23,108 $4.9M
TAP Consulting, LLC 1.03% Add +2.9% 23,103 $4.9M
Camarda Financial Advisors, LLC 1.91% Add +101.3% 23,045 $4.9M
Summit Wealth & Retirement Planning, Inc. 1.65% Reduce -0.9% 23,041 $4.9M
Union Savings Bank 2.55% Reduce -4.7% 23,038 $4.9M
Ewa, LLC 2.01% Add +14.0% 21,562 $4.9M
Blackston Financial Advisory Group, LLC 2.71% Add +46.1% 23,028 $4.9M
Retirement Guys Formula LLC 2.32% Reduce -11.9% 23,016 $4.8M
Dimension Capital Management LLC 0.99% Reduce -9.6% 23,001 $4.8M
Viking Fund Management LLC 0.87% No change 23,000 $4.8M
Richard W. Paul & Associates, LLC 1.87% Add +1.6% 22,999 $4.8M
Richard P Slaughter Associates Inc 1.14% Reduce -14.8% 22,978 $4.8M
RS Crum Inc. 1.27% Add +57.0% 22,974 $4.8M
Palisades Hudson Asset Management, L.P. 2.22% Reduce -2.9% 22,956 $4.8M
Dunhill Financial, LLC 3.00% Reduce -5.5% 22,925 $4.8M
BKM Wealth Management, LLC 2.32% Reduce -49.1% 22,914 $4.8M
Raelipskie Partnership 2.57% Add +1.5% 22,899 $4.8M
Bluesphere Advisors LLC 2.46% Add +9.8% 22,881 $4.8M
First Affirmative Financial Network 3.34% Add +3.7% 22,820 $4.8M
Vienna Asset Management LLC 3.98% Reduce -21.6% 22,818 $4.8M
Outfitters Financial LLC 3.99% Reduce -0.6% 22,770 $4.8M
Roanoke Asset Management Corp./ NY 1.60% Reduce -1.8% 22,758 $4.8M
Fuller & Thaler Asset Management, Inc. 0.02% No change 22,741 $4.8M
Luts & Greenleigh Group, Inc. 4.98% — 22,728 $4.8M
AXS Investments LLC 1.33% Add +11.0% 22,692 $4.8M
Synergy Financial Group, LTD 5.00% Add +6.0% 22,679 $4.8M
First National Bank Sioux Falls 2.48% No change 22,671 $4.8M
Deseret Mutual Benefit Administrators 2.21% Add +2.8% 22,609 $4.8M
Cadinha & Co. LLC 0.88% Reduce -11.3% 22,608 $4.8M
S.A. Mason LLC 2.71% Add +2.5% 22,594 $4.8M
Legacies Wealth LLC 4.16% Add +0.1% 22,588 $4.8M
Valueworks LLC 1.48% Add +0.6% 22,583 $4.8M
LGL Partners, LLC 0.69% Reduce -0.8% 22,555 $4.8M
Financial Network Wealth Advisors LLC 3.55% Add +108.3% 21,893 $4.8M
Successful Portfolios LLC 3.32% Reduce -1.5% 22,553 $4.8M
Campbell Wealth Management 1.53% Add +23.5% 22,551 $4.8M
Walker Asset Management, LLC 3.20% Reduce -0.2% 22,550 $4.7M
Lakewood Asset Management LLC 3.31% Reduce -0.4% 22,519 $4.7M
Hillsdale Investment Management Inc. 0.37% Add +0.7% 22,469 $4.7M
Ogorek Anthony Joseph /NY/ 1.64% Reduce -0.2% 22,463 $4.7M
Windsor Capital Management, LLC 1.46% Add +0.2% 22,436 $4.7M
Cassady Schiller Wealth Management, LLC 1.92% Reduce -1.1% 22,434 $4.7M
Heartwood Wealth Advisors LLC 0.56% Add +68.3% 22,424 $4.7M
Massachusetts Wealth Management 3.17% Add +1.4% 22,418 $4.7M
White Knight Strategic Wealth Advisors, LLC 4.71% Add +0.3% 22,416 $4.7M
American Capital Advisory, LLC 3.37% Add +9.1% 24,511 $4.7M
Dechtman Wealth Management, LLC 1.05% Reduce -27.3% 22,380 $4.7M
First Citizens Financial Corp 2.79% Reduce -0.4% 22,363 $4.7M
Peavine Capital, LLC 1.20% No change 22,360 $4.7M
Summitry LLC 0.24% Add +3.4% 22,351 $4.7M
Cornercap Investment Counsel Inc. 0.76% Reduce -2.5% 22,286 $4.7M
Versant Capital Management, Inc 1.18% Add +28.6% 22,227 $4.7M
Driehaus Capital Management LLC 0.05% Add +116.5% 22,210 $4.7M
Primoris Wealth Advisors, LLC 3.74% Reduce -11.2% 22,179 $4.7M
Whalen Wealth Management Inc. 3.70% Add +91.1% 22,152 $4.7M
Pinpoint Asset Management Ltd 0.66% New 22,149 $4.7M
AA Financial Advisors, LLC 1.64% Add +4.8% 22,100 $4.7M
Nottingham Advisors, Inc. 0.55% Add +23.8% 22,070 $4.6M
Private Client Services, LLC 2.92% Reduce -0.8% 22,068 $4.6M
United Community Bank 1.88% Add +78.6% 22,059 $4.6M
Brooks, Moore & Associates, Inc. 2.98% No change 22,017 $4.6M
Angeles Investment Advisors, LLC 0.24% Add +78.9% 22,011 $4.6M
TMD Wealth Management, LLC 1.01% Reduce -9.1% 21,959 $4.6M
Beck Capital Management, LLC 1.27% Add +23.2% 21,953 $4.6M
Planning Capital Management Corp 3.26% Reduce -0.1% 21,932 $4.6M
STAR Financial Bank 3.55% Reduce -3.4% 21,908 $4.6M
Fonville Wealth Management LLC 1.83% Add +12.0% 21,884 $4.6M
Blue Square Asset Management, LLC 2.68% Add +14.8% 21,867 $4.6M
Beta Wealth Group, Inc. 2.18% Reduce -17.7% 21,840 $4.6M
Forbes Financial Planning, Inc. 3.61% Reduce -3.6% 21,833 $4.6M
Quantbot Technologies LP 0.22% Reduce -36.7% 21,828 $4.6M
Revere Asset Management, Inc 4.57% Add +1457.9% 21,811 $4.6M
Birchcreek Wealth Management, LLC 2.58% Reduce -6.2% 21,761 $4.6M
Seneca House Advisors 1.99% Reduce -2.2% 21,756 $4.6M
Cranbrook Wealth Management, LLC 1.13% Add +92.0% 21,741 $4.6M
Sara-Bay Financial 1.86% Add +4.9% 21,737 $4.6M
Jackson, Grant Investment Advisers, Inc. 1.85% Add +12.2% 21,725 $4.6M
Finivi Inc. 3.79% Add +1.8% 21,700 $4.6M
Alterna Wealth Management, Inc. 4.00% Add +6.6% 21,663 $4.6M
Islay Capital Management, LLC 3.30% Add +0.6% 21,609 $4.6M
Red Mountain Financial, LLC 5.49% — 21,598 $4.5M
PICTET BANK & TRUST Ltd 4.63% No change 21,550 $4.5M
Kraematon Investment Advisors, Inc. 4.60% Reduce -14.4% 21,520 $4.5M
First Financial Corp. 2.30% Reduce -4.9% 21,436 $4.5M
Fairfield, Bush & Co. 2.70% Reduce -2.2% 21,430 $4.5M
Benchmark Investment Advisors LLC 3.25% Reduce -44.1% 21,322 $4.5M
Mayport, LLC 1.60% Add +5.5% 21,269 $4.5M
Liberty One Investment Management, LLC 0.50% Add +0.2% 21,246 $4.5M
Pathway Financial Advisors LLC 1.21% Add +0.5% 21,243 $4.5M
Cavalier Investments, LLC 1.38% Add +3.0% 21,234 $4.5M
Midwest Professional Planners, LTD. 1.49% Add +10.9% 21,229 $4.5M
Arcataur Capital Management LLC 1.59% Reduce -0.1% 21,226 $4.5M
Aspire Private Capital, LLC 1.15% Reduce -2.9% 21,218 $4.5M
Detalus Advisors, LLC 1.53% Add +1.6% 21,206 $4.5M
Oliver Lagore Vanvalin Investment Group 1.28% Reduce -3.1% 21,177 $4.5M
Stonehage Fleming Financial Services Holdings Ltd 0.12% New 21,168 $4.5M
FWG Holdings, LLC 2.24% Add +2.1% 19,812 $4.5M
Compass Ion Advisors, LLC 0.64% No change 25,975 $4.5M
Retirement Income Solutions, Inc. 1.08% Add +6.4% 21,141 $4.5M
SAM Advisors, LLC 1.63% Add +0.8% 21,140 $4.5M
Family Asset Management, LLC 2.86% Reduce -0.2% 21,111 $4.4M
Tobias Financial Advisors, Inc. 0.96% Add +3.2% 21,101 $4.4M
Heritage Oak Wealth Advisors LLC 2.33% — 21,091 $4.4M
Phillips Financial Management, LLC 0.37% Add +5.8% 21,086 $4.4M
Catalyst Capital Advisors LLC 0.10% Add +2.5% 21,069 $4.4M
Winthrop Capital Management, LLC 2.22% Add +0.7% 21,065 $4.4M
Johnson & White Wealth Management, LLC 4.24% Add +5.9% 21,053 $4.4M
Canton Hathaway, LLC 1.21% Reduce -22.6% 21,030 $4.4M
McGowan Group Asset Management, Inc. 0.63% Reduce -0.6% 21,022 $4.4M
Dividend Assets Capital, LLC 0.90% No change 20,992 $4.4M
IMPACTfolio, LLC 2.47% Reduce -0.0% 20,974 $4.4M
HRC Wealth Management, LLC 3.02% Reduce -0.7% 20,940 $4.4M
Brown Financial Advisors 1.97% — 20,915 $4.4M
Murphy, Middleton, Hinkle & Parker, Inc. 2.56% Reduce -0.7% 20,906 $4.4M
Roberts Financial Services LLC 0.89% Reduce -3.2% 20,906 $4.4M
Unionview, LLC 3.59% Reduce -1.0% 20,882 $4.4M
Goldstone Financial Group, LLC 0.88% Add +13.5% 20,846 $4.4M
Independent Wealth Network Inc. 2.05% Add +0.8% 20,834 $4.4M
Aspire Capital Advisors LLC 1.43% Reduce -0.2% 20,828 $4.4M
Mb, Levis & Associates, LLC 2.30% Reduce -0.3% 20,803 $4.4M
Whelan Financial 1.96% Reduce -0.6% 20,800 $4.4M
Leslie Global Wealth, LLC 2.56% — 20,788 $4.4M
TNF LLC 1.61% Reduce -0.6% 20,025 $4.4M
Wealthspan Partners, LLC 2.41% Reduce -0.6% 20,762 $4.4M
Berkshire Money Management, Inc. 0.53% Reduce -22.2% 20,739 $4.4M
Kearns & Associates LLC 3.26% No change 20,728 $4.4M
Private Harbour Investment Management & Counsel, LLC 4.59% Reduce -0.5% 20,720 $4.4M
Intellectus Partners, LLC 1.19% Reduce -6.2% 20,696 $4.4M
Rogco, LP 1.78% Reduce -6.4% 20,683 $4.4M
Sicart Associates LLC 1.67% Reduce -17.3% 20,664 $4.4M
Gallagher Fiduciary Advisors, LLC 0.97% Reduce -3.6% 20,581 $4.3M
TD Capital Management LLC 0.45% Reduce -4.2% 20,560 $4.3M
Brasada Capital Management, LP 0.77% Add +7.9% 19,015 $4.3M
BlueChip Wealth Advisors LLC 2.55% Add +1.1% 20,542 $4.3M
AAF Wealth Management, LLC 2.24% Reduce -3.1% 20,540 $4.3M
JDM Financial Group LLC 2.92% Add +0.1% 20,538 $4.3M
Elevatus Welath Management 1.62% Reduce -2.7% 20,511 $4.3M
Lawson Kroeker Investment Management Inc. 0.83% Add +0.0% 20,498 $4.3M
Alpha DNA Investment Management LLC 2.45% Add +49.5% 20,483 $4.3M
Emerald Advisors, LLC 0.65% Add +2.1% 20,478 $4.3M
Paradigm Asset Management Co. LLC 1.20% Reduce -9.3% 20,446 $4.3M
CBIZ Investment Advisory Services, LLC 0.24% Add +9.1% 20,437 $4.3M
Peoples Bank 3.36% Reduce -1.7% 20,430 $4.3M
Arq Wealth Advisors, LLC 1.86% Reduce -15.7% 20,416 $4.3M
Rinkey Investments 1.54% Add +3.1% 20,392 $4.3M
Baker Boyer National Bank 1.50% Reduce -6.3% 20,365 $4.3M
First City Capital Management, Inc. 2.41% Reduce -0.9% 20,360 $4.3M
Paragon Capital Management Ltd 0.79% Reduce -4.3% 20,344 $4.3M
Southern Capital Advisors, LLC 2.64% Reduce -3.3% 20,313 $4.3M
Ruedi Wealth Management, Inc. 1.68% Add +1.1% 20,263 $4.3M
Kendall Capital Management 1.42% Add +0.1% 20,219 $4.3M
Intelligent Financial Strategies 2.62% Add +0.0% 20,190 $4.3M
Willner & Heller, LLC 4.07% Reduce -1.1% 20,146 $4.2M
Grant/GrossMendelsohn, LLC 1.94% Reduce -44.5% 20,134 $4.2M
Robinson Smith Wealth Advisors LLC 3.72% Add +18.9% 20,078 $4.2M
Paladin Advisory Group, LLC 3.29% Reduce -0.4% 19,491 $4.2M
Mainsail Asset Management, LLC 3.35% Add +0.0% 20,043 $4.2M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.69% Add +86.0% 20,037 $4.2M
Constant Guidance Financial LLC 4.37% Add +23.8% 20,006 $4.2M
Vinland Capital Management Gestora de Recursos LTDA. 6.25% Add +138.9% 20,000 $4.2M
Wolff Wiese Magana LLC 3.34% Reduce -4.9% 19,929 $4.2M
Towerpoint Wealth, LLC 2.09% Reduce -2.1% 19,926 $4.2M
Dohj, LLC 1.05% Add +2.7% 19,917 $4.2M
Summit Wealth Partners, LLC 0.87% Add +4.8% 19,903 $4.2M
Florida Financial Advisors, LLC 2.51% Add +15.0% 19,895 $4.2M
Cascade Investment Advisors, Inc. 2.82% Reduce -3.7% 19,868 $4.2M
Fogel Capital Management, Inc. 2.23% Reduce -0.4% 19,864 $4.2M
MRA Advisory Group 2.39% Reduce -14.1% 19,848 $4.2M
McGlone Suttner Wealth Management, Inc. 0.86% Add +3.3% 21,710 $4.2M
Palo Alto Wealth Advisors, LLC 2.88% Reduce -3.2% 19,799 $4.2M
Birmingham Capital Management Co. Inc. 1.63% No change 19,787 $4.2M
New Insight Wealth Advisors 2.45% Add +5.2% 19,779 $4.2M
Dupree Financial Group, LLC 2.02% Reduce -3.9% 19,761 $4.2M
Ferguson Shapiro LLC 1.63% Reduce -3.2% 19,746 $4.2M
Warwick Investment Management, Inc. 0.97% Add +11.1% 19,737 $4.2M
Northern Financial Advisors Inc 3.33% Reduce -3.1% 19,714 $4.2M
PAX Financial Group, LLC 0.81% Add +38.8% 19,689 $4.1M
Blue Bell Private Wealth Management, LLC 0.85% Add +0.5% 19,646 $4.1M
Hurlow Wealth Management Group, Inc. 1.42% Add +1.6% 19,618 $4.1M
BCGM Wealth Management, LLC 1.43% Reduce -0.7% 19,607 $4.1M
Invenio Wealth Partners LLC 2.04% Add +0.5% 19,591 $4.1M
Unique Wealth, LLC 1.08% Add +8.5% 19,553 $4.1M
Atlanta Consulting Group Advisors, LLC 0.89% Add +0.4% 19,544 $4.1M
Kuhn & Co Investment Counsel 3.69% Add +0.7% 19,511 $4.1M
St. Louis Trust Co 0.63% Reduce -1.8% 19,559 $4.1M
Glass Jacobson Investment Advisors llc 1.50% Add +1.0% 19,508 $4.1M
Aspire Wealth Management Corp 2.35% Add +0.0% 19,479 $4.1M
TCWP LLC 10.03% Add +0.2% 19,410 $4.1M
Wolff Financial Management LLC 3.01% Add +0.0% 19,352 $4.1M
Shilanski & Associates, Inc. 1.37% Reduce -7.3% 19,283 $4.1M
Stone Summit Wealth LLC 1.46% Reduce -0.6% 19,274 $4.1M
Hartford Funds Management Co LLC 0.38% Add +16.5% 19,261 $4.1M
GEM Asset Management, LLC 2.52% Add +2.5% 19,245 $4.1M
Aerodigm Wealth, LLC 1.86% Reduce -57.9% 19,227 $4.0M
Beirne Wealth Consulting Services, LLC 1.63% No change 19,219 $4.0M
Worth Asset Management, LLC 2.40% Add +0.8% 19,185 $4.0M
Element Pointe Advisors, LLC 1.02% Reduce -3.1% 19,171 $4.0M
Accuvest Global Advisors 8.96% Add +152.2% 19,155 $4.0M
Lane & Associates LLC 2.38% Add +0.7% 19,145 $4.0M
Cahill Wealth Management, LLC 2.40% Add +1.5% 19,111 $4.0M
Cook Wealth, LLC 2.17% Add +136.4% 18,496 $4.0M
Meadow Creek Wealth Advisors LLC 3.80% Reduce -32.8% 19,077 $4.0M
CJM Wealth Advisers, Ltd. 1.48% Reduce -0.0% 18,526 $4.0M
NCP Inc. 2.54% Reduce -1.2% 19,054 $4.0M
Fca Corp. 1.28% Reduce -0.0% 19,045 $4.0M
Source Financial Advisors LLC 1.23% Reduce -1.4% 19,038 $4.0M
Seven Eight Capital, LP 0.42% Reduce -7.6% 19,032 $4.0M
Twelve Points Wealth Management LLC 1.41% Add +134.4% 19,026 $4.0M
Surience Private Wealth LLC 5.15% New 19,019 $4.0M
FWL Investment Management, LLC 2.02% Add +2.0% 19,017 $4.0M
Foresight Capital Management Advisors, Inc. 2.72% Add +0.3% 19,005 $4.0M
Seeds Investor LLC 2.05% Add +29.2% 18,997 $4.0M
Cornerstone Planning Group LLC 1.15% Add +15.3% 19,112 $4.0M
Private Capital Management, LLC 0.47% Reduce -2.3% 18,972 $4.0M
Kaye Capital Management 1.68% Reduce -0.9% 18,965 $4.0M
Schulhoff & Co. Inc. 1.80% Add +0.2% 18,963 $4.0M
Great Point Wealth Advisors, LLC 0.91% Reduce -0.7% 18,958 $4.0M
S. R. Schill & Associates 1.75% Add +5.8% 18,934 $4.0M
Tradewinds Capital Management, LLC 1.17% Reduce -1.8% 18,908 $4.0M
Oak Family Advisors, LLC 1.51% Reduce -2.4% 18,870 $4.0M
CAP Partners, LLC 3.23% Add +1.3% 18,859 $4.0M
Mosaic Advisors LLC 3.20% Reduce -0.3% 18,835 $4.0M
R. W. Roge & Company, Inc. 2.26% Reduce -2.1% 18,822 $4.0M
FMB Wealth Management 3.01% Reduce -0.5% 18,791 $4.0M
Crumly & Associates Inc. 1.14% Reduce -0.9% 18,768 $4.0M
Redwood Wealth Management Group, LLC 2.98% Reduce -0.8% 18,750 $3.9M
Houlihan Financial Resource Group, Ltd. 2.69% Add +0.0% 18,733 $3.9M
Gilman Hill Asset Management, LLC 0.71% Reduce -0.9% 18,732 $3.9M
Victory Financial Group, LLC 1.85% Add +49.1% 18,729 $3.9M
Private Management Group Inc. 0.15% Add +9.4% 18,721 $3.9M
G&S Capital LLC 1.71% Reduce -8.1% 16,819 $3.9M
Bridgewealth Advisory Group, LLC 1.75% Reduce -0.0% 18,707 $3.9M
Taylor Financial Group, Inc. 3.03% No change 18,703 $3.9M
Alliance Wealth Advisors, LLC 2.48% Reduce -5.1% 18,656 $3.9M
Trust Co 0.51% Reduce -2.6% 18,608 $3.9M
Saranac Partners Ltd 2.33% New 18,577 $3.9M
Washburn Capital Management, Inc. 2.79% Reduce -2.6% 18,558 $3.9M
Kerusso Capital Management LLC 2.84% — 18,549 $3.9M
CPA Asset Management Group, LLC 2.09% Add +1.0% 18,541 $3.9M
Spectrum Strategic Capital Management, LLC 2.85% Reduce -5.8% 18,515 $3.9M
Precedent Wealth Partners, LLC 1.56% Add +20.0% 18,449 $3.9M
Stableford Capital II LLC 1.53% Reduce -1.1% 16,969 $3.9M
Altura Wealth Advisors Inc. 3.81% Add +10.8% 18,388 $3.9M
Paradigm, Strategies in Wealth Management, LLC 2.38% Reduce -3.7% 18,376 $3.9M
Acorn Wealth Advisors, LLC 1.91% Add +2.1% 18,358 $3.9M
Praetorian Wealth Management, Inc. 0.99% Reduce -4.9% 18,353 $3.9M
Arvest Investments, Inc. 0.62% Add +0.4% 18,329 $3.9M
Proffitt & Goodson Inc. 0.68% Add +3.2% 18,319 $3.9M
Point72 Italy, S.r.l. 1.67% New 18,280 $3.9M
John G Ullman & Associates Inc. 0.59% Reduce -0.5% 18,255 $3.8M
AAFMAA Wealth Management & Trust LLC 1.89% Reduce -5.4% 18,219 $3.8M
Farmers & Merchants Trust Co of Chambersburg PA 1.55% Add +3.7% 18,217 $3.8M
Mendel Money Management 1.80% Reduce -1.1% 18,207 $3.8M
Prairie Wealth Advisors, Inc. 1.94% Reduce -18.8% 18,204 $3.8M
Cumberland Advisors Inc. 1.57% Reduce -6.7% 18,187 $3.8M
Maven Securities LTD 0.60% Add +495.9% 18,181 $3.8M
Vantage Financial Partners, LLC 0.99% Add +3.1% 18,155 $3.8M
Granite Group Advisors, LLC 2.90% Reduce -0.4% 18,149 $3.8M
Power Wealth Management LLC 1.82% Add +29.4% 18,114 $3.8M
Tributary Capital Management, LLC 0.32% Reduce -1.1% 18,077 $3.8M
Geometric Wealth Advisors 0.78% Add +3.1% 18,076 $3.8M
Waypoint Wealth Partners Inc. 1.11% Add +5.6% 18,064 $3.8M
Obsidian Personal Planning Solutions LLC 2.32% Add +0.1% 18,036 $3.8M
Narus Financial Partners, LLC 1.53% Reduce -2.4% 18,018 $3.8M
DCF Advisers, LLC 2.02% Add +22.0% 18,000 $3.8M
Reik & Co., LLC 0.98% No change 17,999 $3.8M
Strata Wealth Advisors, LLC 1.31% Add +6.9% 17,992 $3.8M
Crane Advisory, LLC 0.73% Reduce -0.8% 16,733 $3.8M
Private Wealth Management Group, LLC 1.64% Reduce -6.9% 17,927 $3.8M
IMZ Advisory Inc 1.88% Add +1.1% 17,927 $3.8M
OmniStar Financial Group, Inc. 3.42% Reduce -0.5% 17,916 $3.8M
Wealth Advisors of Iowa, LLC 2.10% Reduce -2.5% 17,890 $3.8M
Tidemark, LLC 1.73% Reduce -4.7% 17,869 $3.8M
Del-Sette Capital Management, LLC 3.09% Add +207.2% 17,860 $3.8M
Napatree Capital LLC 3.05% Add +24.0% 17,855 $3.8M
Councilor Wealth, LLC 1.94% Reduce -0.7% 17,811 $3.8M
Hutner Capital Management Inc. 2.06% Reduce -1.0% 17,809 $3.8M
Foundation Wealth Management, LLC 2.94% Reduce -5.0% 17,809 $3.8M
Factorial Partners, LLC 2.31% Reduce -7.8% 17,800 $3.7M
EPIQ Capital Group, LLC 1.32% Add +93.4% 17,749 $3.7M
Koss-Olinger Consulting, LLC 0.35% Reduce -44.9% 17,749 $3.7M
Sterling Investment Management, LLC 2.84% Reduce -4.7% 17,747 $3.7M
Balefire, LLC 1.33% Add +18.3% 17,736 $3.7M
Better Money Decisions, LLC 2.80% Reduce -3.1% 17,646 $3.7M
Viawealth, LLC 2.30% Reduce -1.1% 17,639 $3.7M
Murphy Pohlad Asset Management LLC 1.60% Reduce -10.2% 17,638 $3.7M
New Covenant Trust Company, N.A. 4.27% Reduce -3.3% 16,548 $3.7M
Select Asset Management & Trust 1.48% Reduce -0.9% 17,615 $3.7M
Weaver Capital Management LLC 1.20% Reduce -0.6% 17,609 $3.7M
Aspen Wealth Strategies, LLC 2.58% Reduce -2.3% 16,203 $3.7M
Grace & White Inc. 0.70% No change 17,589 $3.7M
Avaii Wealth Management, LLC 2.05% Add +6.0% 17,585 $3.7M
Prostatis Group LLC 1.30% Add +15.4% 17,492 $3.7M
Heritage Investment Group, Inc. 0.51% Reduce -3.3% 17,538 $3.7M
Campion Asset Management 2.90% Reduce -0.3% 17,505 $3.7M
Cedrus LLC 1.84% Add +1.0% 17,499 $3.7M
Centered Wealth LLC dba Miller Equity Capital Advisors 1.53% Reduce -1.5% 17,494 $3.7M
Creegan & Nassoura Financial Group, LLC 2.53% No change 17,465 $3.7M
Sienna Gestion 0.33% Reduce -94.9% 17,445 $3.7M
Objectivity Squared, LLC 2.81% Add +0.1% 15,637 $3.7M
Regimen Wealth, LLC 1.26% Add +0.4% 17,346 $3.7M
BlackDiamond Wealth Management, LLC 2.40% Add +23.0% 17,120 $3.7M
Strategic Financial Concepts, LLC 2.13% Add +14145.8% 7,612,261 $3.7M
Loudon Investment Management, LLC 2.15% Reduce -4.0% 17,331 $3.7M
Sageworth Trust Co 0.23% Add +153.4% 17,329 $3.6M
Aspen Investment Management Inc 1.82% Reduce -8.2% 17,295 $3.6M
Todd Asset Management LLC 0.08% Reduce -0.2% 17,266 $3.6M
Francis Financial, Inc. 1.10% Add +8.5% 17,254 $3.6M
Blueshift Asset Management, LLC 1.22% Add +16.4% 17,241 $3.6M
SilverOak Wealth Management LLC 0.87% Add +1.8% 17,238 $3.6M
Centennial Bank 1.78% Reduce -0.7% 17,229 $3.6M
Droms Strauss Advisors Inc. /Mo/ 1.31% Reduce -8.1% 17,219 $3.6M
Acorn Creek Capital LLC 2.16% Add +3.9% 17,220 $3.6M
Latitude Advisors, LLC 2.21% Reduce -5.0% 17,186 $3.6M
Bond & Devick Financial Network, Inc. 1.94% Reduce -0.9% 17,165 $3.6M
Athena Investment Management 2.19% Reduce -3.1% 17,136 $3.6M
Main Street Group, LTD 1.69% Reduce -7.9% 16,668 $3.6M
Warren Street Wealth Advisors, LLC 1.79% Reduce -0.3% 17,088 $3.6M
Guerra Pan Advisors, LLC 3.01% Reduce -0.2% 17,086 $3.6M
HMS Capital Management, LLC 1.87% Add +3.8% 17,085 $3.6M
Camden National Bank 0.55% Add +2.0% 17,026 $3.6M
Single Point Partners, LLC 6.14% Reduce -1.2% 17,021 $3.6M
Columbus Hill Capital Management, L.P. 0.77% New 17,020 $3.6M
Caerus Investment Advisors, LLC 3.50% Add +0.3% 17,011 $3.6M
Lombard Odier Asset Management (USA) Corp 1.58% Reduce -86.9% 17,000 $3.6M
Financial Gravity Asset Management, Inc. 0.90% Add +27.4% 16,991 $3.6M
Cape Investment Advisory, Inc. 1.60% Reduce -40.9% 16,946 $3.6M
WealthTrust Asset Management, LLC 2.61% Add +2.0% 16,940 $3.6M
Verus Financial Partners, Inc. 0.41% Add +0.3% 16,929 $3.6M
Thrive Capital Management, LLC 1.63% Add +1.0% 16,911 $3.6M
WESPAC Advisors, LLC 2.78% Reduce -33.7% 16,894 $3.6M
V2 Financial group LLC 2.38% Reduce -2.1% 16,289 $3.6M
Wade Financial Advisory, Inc 1.28% Reduce -6.6% 16,872 $3.6M
Family Capital Management, Inc. 2.42% Add +14.2% 16,867 $3.6M
Greylin Investment Management, Inc 0.63% Add +0.9% 16,860 $3.6M
Community Bank of Raymore 2.75% Reduce -25.3% 16,839 $3.5M
Fielder Capital Group LLC 1.36% Reduce -9.5% 16,830 $3.5M
Riverpark Capital Management LLC 4.69% Add +4.0% 16,823 $3.5M
Colony Family Offices, LLC 1.14% Reduce -2.8% 16,823 $3.5M
Affinity Investment Advisors, LLC 2.66% Reduce -0.7% 16,822 $3.5M
Investors Asset Management of Georgia Inc. /Ga/ 1.73% No change 16,815 $3.5M
Wealthstream Advisors, Inc. 1.29% Add +6.9% 16,772 $3.5M
Kelly Financial Services LLC 1.26% Add +1.4% 16,765 $3.5M
Dixon Fnancial Services, Inc. 1.98% Add +0.0% 16,762 $3.5M
Jackson Thornton Wealth Management, LLC 0.54% Reduce -0.2% 16,750 $3.5M
JRM Investment Counsel, LLC 1.27% No change 16,746 $3.5M
Sensible Money, LLC 1.72% Reduce -1.4% 16,743 $3.5M
Tucker Asset Management LLC 0.78% Reduce -0.3% 16,738 $3.5M
Opus Capital Group, LLC 0.50% Reduce -0.8% 16,732 $3.5M
Capital Management Associates 4.17% Reduce -0.7% 16,715 $3.5M
Donoghue Forlines LLC 1.00% Reduce -15.3% 16,690 $3.5M
Planned Solutions, Inc. 1.73% Reduce -1.2% 16,670 $3.5M
Epiq Partners, LLC 2.37% Reduce -3.2% 16,635 $3.5M
Bright Financial Advisors, Inc. 2.47% Add +0.4% 16,604 $3.5M
Integrity Wealth Solutions LLC 2.27% Reduce -15.5% 16,603 $3.5M
Watershed Private Wealth LLC 1.49% Reduce -13.6% 16,581 $3.5M
Commonwealth Financial Services, LLC 0.72% Reduce -0.1% 15,312 $3.5M
Davidson Capital Management Inc. 1.08% Add +13.1% 16,557 $3.5M
apricus wealth, LLC 2.49% Reduce -5.9% 16,557 $3.5M
Human Investing LLC 0.68% Reduce -6.8% 16,538 $3.5M
Coombe, Bender & Co LLC 2.05% Reduce -10.1% 16,517 $3.5M
Rakuten Securities, Inc. 1.49% Reduce -10.7% 16,506 $3.5M
4J Wealth Management LLC 2.87% Reduce -0.3% 16,500 $3.5M
Eads & Heald Wealth Management 1.68% Reduce -3.6% 16,487 $3.5M
Howard Capital Management, LLC 0.34% Add +0.6% 16,446 $3.5M
Acorns Advisers, LLC 0.04% Add +27.5% 16,431 $3.5M
Halbert Hargrove Global Advisors, LLC 0.20% Reduce -3.1% 16,423 $3.5M
Malaga Cove Capital, LLC 1.40% Reduce -0.0% 16,420 $3.5M
AllSquare Wealth Management LLC 2.07% Reduce -2.3% 16,412 $3.5M
Collective Family Office LLC 1.02% Add +11.6% 16,387 $3.5M
Investors Research Corp 0.81% Reduce -1.8% 16,380 $3.4M
Guild Investment Management, Inc. 3.94% Reduce -1.0% 16,358 $3.4M
Matrix Private Capital Group LLC 2.16% Add +1.9% 16,312 $3.4M
WorthPointe, LLC 1.57% Reduce -0.1% 16,304 $3.4M
Wealthgate Family Office, LLC 8.44% Add +4.5% 16,283 $3.4M
Covenant Partners, LLC 1.04% Add +2.4% 16,230 $3.4M
Hobbs Group Advisors, LLC 1.30% — 16,225 $3.4M
Berkeley Capital Partners, LLC 1.03% Add +9.7% 16,225 $3.4M
Virginia Wealth Management Group, Inc. 3.11% Reduce -0.4% 16,148 $3.4M
CKW Financial Group 0.43% Reduce -0.1% 15,675 $3.4M
KilterHowling LLC 2.31% Add +0.6% 16,092 $3.4M
TLWM 0.75% Add +2.4% 16,089 $3.4M
M3 Advisory Group, LLC 2.79% Add +14.9% 16,088 $3.4M
WJ Wealth Management, LLC 1.23% Add +11.1% 16,080 $3.4M
Stamos Capital Partners, L.P. 0.72% Add +8.8% 16,080 $3.4M
Elgethun Capital Management 0.85% Reduce -1.8% 16,050 $3.4M
Arcus Capital Partners, LLC 1.30% Add +4.1% 16,032 $3.4M
John W. Brooker & Co., CPAs 1.69% Add +1.1% 16,022 $3.4M
First Bank & Trust 0.69% Reduce -3.0% 15,986 $3.4M
Von Berge Wealth Management Group, LLC 2.14% Add +1.0% 15,521 $3.4M
Scarborough Advisors, LLC 1.38% Add +2.9% 15,969 $3.4M
Brogan Financial, Inc. 2.12% Add +4.9% 15,964 $3.4M
FOCUS Wealth Advisors, LLC 1.72% Add +6.8% 15,949 $3.4M
Custos Family Office, LLC 1.34% Add +1.9% 15,935 $3.4M
Ledgewood Wealth Advisors, LLC 2.88% Add +0.0% 15,843 $3.3M
Cox Capital Mgt LLC 2.02% Reduce -4.1% 15,831 $3.3M
Scharf Investments, LLC 0.10% Reduce -3.5% 15,825 $3.3M
Heritage Wealth Management, LLC 1.85% Reduce -7.0% 15,814 $3.3M
Heritage Family Offices, LLP 1.85% — 15,814 $3.3M
Rainey & Randall Wealth Advisors Inc. 0.78% Reduce -23.0% 15,778 $3.3M
Ssi Investment Management LLC 1.31% Reduce -0.1% 15,740 $3.3M
Pointe Capital Management LLC 2.05% Add +1.2% 15,722 $3.3M
VestGen Investment Management 0.98% Add +29.0% 15,721 $3.3M
Lorne Steinberg Wealth Management Inc. 1.07% Reduce -11.4% 15,720 $3.3M
MRP Capital Investments, LLC 3.09% Reduce -17.0% 15,707 $3.3M
Karpas Strategies, LLC 1.04% Reduce -0.7% 15,682 $3.3M
Capital Square, LLC 2.15% Add +0.2% 14,736 $3.3M
Eagle Harbor Asset Management Inc. 3.52% No change 15,617 $3.3M
Pinnacle Holdings, LLC 1.54% Reduce -0.9% 15,610 $3.3M
Triumph Capital Management 1.28% Add +13.5% 15,605 $3.3M
LYNX Capital Group Ltd. 2.27% Add +75.5% 15,590 $3.3M
Bollard Group LLC 0.09% Add +0.1% 15,523 $3.3M
Ade, LLC 2.21% Add +2.4% 15,513 $3.3M
Abel Hall, LLC 2.31% Reduce -0.3% 15,504 $3.3M
Lionsbridge Wealth Management LLC 2.61% Add +0.1% 15,469 $3.3M
Fourpath Capital Management, LLC 2.41% Reduce -2.5% 15,458 $3.3M
Aletheian Wealth Advisors LLC 1.71% Reduce -42.3% 15,438 $3.3M
OMNI 360 Wealth, Inc. 2.47% Reduce -1.6% 15,434 $3.3M
Werlinich Asset Management, LLC 2.02% Reduce -0.6% 15,145 $3.2M
Truepoint, Inc. 0.09% Reduce -2.7% 15,389 $3.2M
Powell Investment Advisors, LLC 1.68% Add +3.3% 15,385 $3.2M
Whitaker-Myers Wealth Managers, LTD. 1.20% Add +9.1% 15,381 $3.2M
Grant Street Asset Management, Inc. 1.02% Add +0.9% 15,378 $3.2M
Flaharty Asset Management, LLC 0.48% Reduce -5.5% 15,367 $3.2M
State of Wyoming 0.53% Reduce -52.0% 15,357 $3.2M
Myecfo, LLC 1.87% No change 15,356 $3.2M
Northwest Quadrant Wealth Management, LLC 0.79% Reduce -6.4% 15,332 $3.2M
B&D White Capital Company, LLC 0.67% Reduce -94.7% 15,328 $3.2M
EWG Elevate Inc. 1.18% Add +16.8% 15,317 $3.2M
Riverstone Advisors, LLC 1.98% Add +2.3% 15,316 $3.2M
Heritage Wealth Partners, LLC 4.67% Reduce -3.9% 15,313 $3.2M
Sterling Financial Planning, Inc. 1.31% Add +0.6% 15,304 $3.2M
RCS Financial Planning, LLC 1.90% No change 15,270 $3.2M
Arlington Partners LLC 1.60% Reduce -4.5% 15,265 $3.2M
Sharper & Granite LLC 1.53% Add +1.4% 15,263 $3.2M
Dopkins Wealth Management, LLC 1.95% Add +2.0% 15,261 $3.2M
Etfidea, LLC 1.09% Reduce -3.8% 15,258 $3.2M
Townsend & Associates, Inc 0.36% Reduce -1.3% 14,734 $3.2M
Lumbard & Kellner, LLC 1.52% Add +13.8% 15,235 $3.2M
Dodds Wealth, LLC 1.25% Add +10.3% 14,016 $3.2M
Arkos Global Advisors 0.52% Add +1.0% 15,196 $3.2M
RAM Investment Partners, LLC 0.93% Add +0.2% 15,196 $3.2M
Clear Rock Advisors, LLC 1.37% Add +17.5% 15,189 $3.2M
Nabity-Jensen Investment Management Inc 2.62% Reduce -7.9% 15,188 $3.2M
Waller Financial Planning Group, Inc. 0.86% Reduce -0.1% 15,178 $3.2M
Davis Capital Management 2.78% Add +0.4% 14,740 $3.2M
Boomfish Wealth Group, LLC 2.07% Reduce -6.7% 15,166 $3.2M
Saxony Capital Management, LLC 3.49% Reduce -0.6% 15,095 $3.2M
Gibbs Wealth Management 1.28% Add +10.6% 15,070 $3.2M
Vivid Wealth Management, LLC 1.78% Reduce -31.5% 15,057 $3.2M
Buttonwood Financial Advisors Inc. 1.49% Reduce -0.4% 15,028 $3.2M
Valued Retirements, Inc. 4.78% Add +0.1% 14,944 $3.1M
West Bancorporation Inc. 2.33% Add +2.9% 14,936 $3.1M
25 LLC 1.49% Reduce -2.6% 14,934 $3.1M
MBM Wealth Consultants, LLC 1.07% Add +3.6% 13,751 $3.1M
Nicholas Investment Partners, LP 0.37% Add +72.7% 14,916 $3.1M
Clear Investment Research, LLC 4.09% Add +0.8% 14,902 $3.1M
KFA Private Wealth Group, LLC 1.62% Reduce -49.3% 14,859 $3.1M
Channing Global Advisors, LLC 2.62% Reduce -0.0% 14,856 $3.1M
Compass Capital Management, Inc. 0.21% Reduce -8.8% 14,821 $3.1M
Rain Capital Management, LLC 2.20% Add +0.5% 16,218 $3.1M
Cambridge Financial Group, LLC 1.42% Add +1.8% 14,796 $3.1M
Viewpoint Capital Management LLC 1.91% Add +0.4% 14,788 $3.1M
Firestone Capital Management 0.85% Add +1.0% 14,786 $3.1M
Allegiance Financial Group Advisory Services LLC 1.19% Add +2.8% 14,769 $3.1M
Kennicott Capital Management LLC 1.29% No change 14,767 $3.1M
Cardinal Strategic Wealth Guidance 1.12% Add +4.7% 14,740 $3.1M
Wallace Advisory Group, LLC 2.23% Add +14.4% 14,731 $3.1M
Joseph Group Capital Management 1.61% Reduce -11.3% 14,702 $3.1M
First Pacific Financial 0.79% Add +0.3% 14,628 $3.1M
Rooted Wealth Advisors, Inc. 1.36% Add +14.9% 13,702 $3.1M
MN Wealth Advisors, LLC 1.78% Add +2.2% 14,545 $3.1M
Capital Advisory Group Advisory Services, LLC 1.31% Add +1.8% 14,537 $3.1M
US Financial Advisors, LLC 1.03% Reduce -3.5% 14,536 $3.1M
KWB Wealth 0.42% Reduce -0.3% 17,832 $3.1M
EDENTREE ASSET MANAGEMENT Ltd 0.97% No change 14,538 $3.1M
Olstein Capital Management, L.P. 0.54% No change 14,500 $3.1M
One Degree Advisors Inc 1.47% Add +1.7% 14,496 $3.1M
Partners Capital Investment Group, LLP 0.05% New 14,487 $3.1M
One Plus One Wealth Management, LLC 1.75% Reduce -0.3% 14,483 $3.1M
Navera Investment Management Ltd. 0.06% Reduce -11.1% 14,487 $3.0M
Kirtland Hills Capital Management, LLC 2.54% Add +0.5% 14,465 $3.0M
Landscape Capital Management, L.L.C. 0.26% Add +59.2% 14,451 $3.0M
Aspen Wealth Management LLC 1.05% Reduce -5.0% 14,413 $3.0M
Compass Financial Group, INC 0.66% Reduce -3.4% 14,394 $3.0M
Pinnacle Wealth Management Group, Inc. 2.04% Reduce -1.1% 14,330 $3.0M
Garrison Asset Management, LLC 1.58% Reduce -1.3% 14,302 $3.0M
Tanglewood Legacy Advisors, LLC 1.42% Add +0.0% 14,258 $3.0M
Conservest Capital Advisors, Inc. 0.32% Reduce -3.3% 17,466 $3.0M
Renasant Bank 2.06% Reduce -7.6% 14,214 $3.0M
Stonebridge Financial Planning Group, LLC 1.50% Reduce -5.0% 14,201 $3.0M
Moisand Fitzgerald Tamayo, LLC 0.45% Add +3.3% 14,166 $3.0M
Greenwich Investment Management, Inc. 2.73% No change 14,158 $3.0M
Cookson Peirce & Co. Inc. 0.14% Add +161.6% 14,148 $3.0M
Avondale Wealth Management 2.03% Add +6.0% 14,128 $3.0M
Sage Private Wealth Group, LLC 2.50% Add +27.4% 14,120 $3.0M
Avion Wealth 0.82% Add +11.3% 14,111 $3.0M
Seven Springs Wealth Group, LLC 1.19% Reduce -1.1% 14,099 $3.0M
Nicholas Wealth, LLC. 2.12% Add +7.6% 14,078 $3.0M
Rather & Kittrell, Inc. 0.82% Reduce -3.8% 14,077 $3.0M
Running Point Capital Advisors, LLC 1.23% Reduce -2.8% 14,076 $3.0M
SMART Wealth LLC 1.20% Add +1.8% 14,073 $3.0M
St. Louis Financial Planners Asset Management, LLC 2.55% Add +15.2% 13,657 $3.0M
CGC Financial Services, LLC 1.28% Reduce -10.4% 14,054 $3.0M
MinichMacGregor Wealth Management, LLC 0.72% Add +0.8% 14,050 $3.0M
Authentikos Wealth Advisory, LLC 2.86% Add +52.0% 14,037 $3.0M
Burkett Financial Services, LLC 1.52% Add +0.9% 14,024 $3.0M
Barden Capital Management, Inc. 2.78% Add +0.9% 13,974 $3.0M
Mid-American Wealth Advisory Group, Inc. 1.88% Reduce -1.3% 14,005 $2.9M
Cherry Tree Wealth Management, LLC 0.74% Reduce -4.7% 13,982 $2.9M
Chicago Wealth Management, Inc. 1.69% Add +0.1% 13,936 $2.9M
Gallacher Capital Management LLC 1.54% Reduce -5.5% 13,883 $2.9M
Professional Financial Advisors, LLC 0.81% Add +1.4% 13,870 $2.9M
Inspire Advisors, LLC 0.39% Add +2.9% 13,867 $2.9M
Consilio Wealth Advisors, LLC 1.31% Add +7.3% 13,822 $2.9M
Autumn Glory Partners, LLC 1.49% Add +2.2% 13,833 $2.9M
Waterway Wealth Management, LLC 1.43% Add +78.0% 13,820 $2.9M
Orion Investment Co 1.16% — 13,793 $2.9M
Mosley Wealth Management 2.47% Reduce -0.7% 13,788 $2.9M
CCG Wealth Management, LLC 1.64% Add +21.9% 13,784 $2.9M
Guardian Financial Partners, LLC 1.92% Add +1.1% 13,776 $2.9M
Fortune 45 LLC 2.21% Reduce -0.1% 13,769 $2.9M
Groesbeck Investment Management Corp. 4.02% Reduce -1.7% 13,770 $2.9M
Weik Capital Management 1.24% Reduce -0.7% 13,762 $2.9M
MA Private Wealth 0.57% Reduce -2.5% 13,756 $2.9M
Keb Asset Management, LLC 0.97% Add +1.2% 13,755 $2.9M
Apeiron RIA LLC 0.89% Reduce -9.1% 13,746 $2.9M
Harvey Investment Co. LLC 0.35% Reduce -0.4% 13,725 $2.9M
Up Strategic Wealth Investment Advisors LLC 4.38% Add +5.5% 13,725 $2.9M
MKT Advisors LLC 1.44% Add +6.8% 12,641 $2.9M
Stonehearth Capital Management, LLC 1.23% Add +0.2% 13,670 $2.9M
Oldfather Financial Services, LLC 1.18% No change 13,664 $2.9M
Pinion Investment Advisors, LLC 1.43% Reduce -5.8% 13,640 $2.9M
X-Square Capital, LLC 1.04% Add +14.1% 13,629 $2.9M
Coyle Financial Counsel LLC 1.03% No change 16,735 $2.9M
Old North State Wealth Management, LLC 1.89% Add +6.0% 13,578 $2.9M
SFG Wealth Management, LLC. 1.63% Reduce -3.0% 13,568 $2.9M
ICONIQ Capital, LLC 0.06% Reduce -56.5% 13,559 $2.9M
Permanent Capital Management, LP 0.60% — 13,917 $2.9M
Kellett Wealth Advisors, LLC 2.30% Reduce -3.9% 13,535 $2.9M
Shaker Investments LLC 1.23% Reduce -0.3% 13,481 $2.8M
Fenimore Asset Management Inc 0.06% No change 13,481 $2.8M
Capital Wealth Alliance, LLC 1.62% Add +0.8% 13,468 $2.8M
Elkhorn Partners Limited Partnership 1.95% Add +0.8% 13,455 $2.8M
Forthright Family Wealth Advisory LLC 1.83% Add +4.3% 13,455 $2.8M
Signal Advisors Wealth, LLC 6.20% Reduce -57.2% 13,449 $2.8M
Old West Investment Management, LLC 1.25% Reduce -8.5% 13,414 $2.8M
Sterling Manor Financial, LLC 2.15% Reduce -16.9% 13,411 $2.8M
Lansing Street Advisors 1.18% Add +120.2% 13,388 $2.8M
BluePointe Capital Management, LLC 1.89% Reduce -24.3% 13,379 $2.8M
Smith & Howard Wealth Management, LLC 0.84% Reduce -0.3% 13,377 $2.8M
Financial Alternatives, Inc 2.12% Add +103.3% 13,363 $2.8M
Alaska Wealth Advisors, LLC 0.44% Reduce -3.7% 13,363 $2.8M
Motive Wealth Advisors 1.69% Reduce -1.2% 13,351 $2.8M
FSC Wealth Advisors, LLC 2.07% No change 13,326 $2.8M
Diker Management LLC 2.37% No change 13,292 $2.8M
Northern Capital Management, Inc. 1.87% Add +1.2% 13,289 $2.8M
Solutions 4 Wealth, Ltd 6.35% Add +2.1% 13,287 $2.8M
Forza Wealth Management, LLC 1.44% Reduce -2.9% 13,260 $2.8M
Cottonwood Capital Advisors, LLC 2.18% Reduce -4.6% 12,212 $2.8M
Adams Wealth Management 0.64% Reduce -8.8% 13,245 $2.8M
CacheTech Inc. 0.64% — 13,245 $2.8M
Capitol Family Office, Inc. 3.73% Reduce -4.1% 13,233 $2.8M
Operose Advisors LLC 0.99% Add +3.0% 13,228 $2.8M
West Financial Advisors, LLC 0.58% Add +4.8% 13,212 $2.8M
Compass Wealth Management LLC 0.69% Reduce -2.0% 13,199 $2.8M
CarsonAllaria Wealth Management, Ltd. 1.69% Reduce -0.6% 13,144 $2.8M
Warner Financial, Inc. 1.35% Reduce -0.5% 13,124 $2.8M
Concorde Asset Management, LLC 1.70% Reduce -0.0% 13,104 $2.8M
M.D. Sass, LLC 0.22% New 13,100 $2.8M
Intergy Private Wealth, LLC 1.14% Add +3.2% 13,087 $2.8M
Fortress Wealth Management, Inc. 1.41% Reduce -0.1% 13,061 $2.8M
Three Bridge Wealth Advisors, LLC 1.09% Reduce -19.7% 13,050 $2.7M
RHS Financial, LLC 1.68% Add +85.7% 13,049 $2.7M
Madison Park Capital Advisors, LLC 2.29% Add +1.1% 13,017 $2.7M
Curtis Advisory Group, LLC 0.97% Add +0.6% 12,999 $2.7M
Penobscot Wealth Management 1.62% Reduce -10.8% 12,038 $2.7M
Brendel Financial Advisors LLC 1.73% Add +1.9% 12,930 $2.7M
Talisman Wealth Advisors LLC 3.14% Add +5.9% 12,890 $2.7M
Solitude Financial Services 1.26% Reduce -6.6% 12,849 $2.7M
Tobam 0.42% Reduce -40.2% 12,825 $2.7M
Bank & Trust Co 2.30% — 12,824 $2.7M
Stevard, LLC 2.33% Add +16.0% 12,822 $2.7M
HTG Investment Advisors, Inc. 1.46% Reduce -0.0% 12,819 $2.7M
Wrenne Financial Planning LLC 1.86% Add +0.0% 12,785 $2.7M
GW&K Investment Management, LLC 0.02% Add +14.7% 12,781 $2.7M
Portfolio Strategies, Inc. 0.37% Reduce -86.7% 12,775 $2.7M
Christensen, King & Associates Investment Services, Inc. 1.32% Reduce -3.5% 12,750 $2.7M
Clarity Capital Advisors, LLC 2.07% Reduce -0.2% 12,733 $2.7M
Catalyst Private Wealth, LLC 1.42% Reduce -1.9% 12,719 $2.7M
Riverpoint Wealth Management Holdings, LLC 0.74% Add +0.1% 12,707 $2.7M
Marquette Asset Management, LLC 0.45% No change 12,686 $2.7M
Frazier Financial Advisors, LLC 2.12% Add +1.3% 12,679 $2.7M
Delphi Management Inc. 2.18% Reduce -1.1% 12,679 $2.7M
Mowery & Schoenfeld Wealth Management, LLC 3.83% Add +7.9% 12,676 $2.7M
TrueWealth Advisors, LLC 0.99% Add +0.6% 12,668 $2.7M
Semper Augustus Investments 0.48% Add +197.7% 12,650 $2.7M
Pension & Wealth Management Advisors, Inc. 1.53% Reduce -1.0% 12,639 $2.7M
AlphaMark Advisors, LLC 0.93% Add +2.9% 12,639 $2.7M
Refined Wealth Management 2.05% Add +3.1% 12,639 $2.7M
Basepoint Wealth LLC 2.10% Reduce -4.6% 12,630 $2.7M
Sunflower Bank, N.A. 0.63% Reduce -30.2% 12,619 $2.7M
WealthCollab, LLC 1.91% Reduce -3.0% 12,617 $2.7M
New Perspectives, Inc 1.42% Add +0.8% 12,600 $2.7M
FSB Premier Wealth Management, Inc. 1.20% Reduce -1.2% 12,580 $2.6M
Private Wealth Advisors, LLC 1.16% Add +0.1% 12,213 $2.6M
Keyes, Stange & Wooten Wealth Management, LLC 1.84% Reduce -1.3% 12,531 $2.6M
Halter Ferguson Financial Inc. 1.87% Add +2.9% 12,521 $2.6M
Safeguard Financial, LLC 0.73% Add +17.4% 12,511 $2.6M
Schorn Wealth LLC 0.94% Reduce -2.6% 12,505 $2.6M
Pinnacle Financial Group, LLC / IL 1.13% Add +12.8% 12,504 $2.6M
A. D. Beadell Investment Counsel, Inc. 2.20% Reduce -9.6% 12,484 $2.6M
Birchbrook, Inc. 1.58% Reduce -0.9% 12,482 $2.6M
Mittelman Wealth Management 1.70% No change 12,481 $2.6M
Harvest Investment Services, LLC 1.04% Reduce -5.7% 12,408 $2.6M
Retirement Solution LLC 0.70% Reduce -1.7% 12,378 $2.6M
La Financiere DE L'echiquier 0.11% Reduce -11.2% 12,374 $2.6M
Arbor Capital Management Inc. 2.39% Reduce -3.5% 12,023 $2.6M
Core Wealth Advisors, Inc. 0.89% Reduce -5.3% 12,368 $2.6M
Prevail Innovative Wealth Advisors, LLC 0.92% Add +75.8% 12,346 $2.6M
Cherrydale Wealth Management, LLC 1.14% Add +27.4% 12,343 $2.6M
Systematic Financial Management LP 0.08% No change 12,335 $2.6M
Gray Private Wealth, LLC 1.65% Reduce -3.9% 12,238 $2.6M
Silphium Asset Management Ltd 1.23% New 12,200 $2.6M
Arrowroot Family Office, LLC 1.64% Reduce -2.8% 12,190 $2.6M
Menard Financial Group LLC 1.83% Add +13.4% 12,173 $2.6M
Gill Capital Partners, LLC 0.99% Reduce -3.4% 12,164 $2.6M
Hara Capital LLC 1.64% Reduce -1.7% 12,156 $2.6M
SWAN Capital LLC 1.39% Add +0.0% 12,155 $2.6M
Nebula Research & Development LLC 0.41% New 12,153 $2.6M
Mach-1 Financial Group, LLC 1.80% Reduce -0.4% 12,162 $2.6M
Market Street Wealth Management Advisors LLC 0.44% Add +2.6% 12,128 $2.6M
Wedgewood Investors Inc. 3.02% — 12,075 $2.5M
Stephens Consulting, LLC 0.72% Reduce -7.8% 12,067 $2.5M
Matrix Trust Co 0.57% Add +2.4% 12,046 $2.5M
Wallace Capital Management Inc. 0.37% Reduce -3.6% 12,021 $2.5M
Client 1ST Advisory Group, LLC 1.09% Reduce -7.0% 12,014 $2.5M
Richwood Investment Advisors, LLC 2.21% Add +1.2% 11,987 $2.5M
Seven Post Investment Office LP 0.47% Add +0.0% 11,979 $2.5M
Peterson Wealth Advisors, LLC 0.53% Add +8.4% 11,961 $2.5M
Triad Wealth Partners, LLC 1.32% Add +48.6% 11,944 $2.5M
Raffa Wealth Management, LLC 0.71% Add +1.4% 11,939 $2.5M
Weinberger Asset Management, Inc 1.18% Add +27.3% 11,929 $2.5M
Red Cedar Investment Management, LLC 0.34% No change 11,921 $2.5M
Palouse Capital Management, Inc. 1.68% Reduce -9.5% 11,895 $2.5M
Prentice Wealth Management LLC 0.81% Reduce -20.2% 11,849 $2.5M
Clear Point Advisors Inc. 2.05% Reduce -0.2% 11,833 $2.5M
Delos Wealth Advisors, LLC 2.41% Add +41.3% 11,824 $2.5M
Evergreen Wealth Management, LLC 1.65% No change 11,817 $2.5M
Blossom Wealth Management 5.41% Reduce -0.1% 11,806 $2.5M
Financial Symmetry Inc 1.93% Add +0.5% 11,796 $2.5M
Mraz, Amerine & Associates, Inc. 0.51% Reduce -5.6% 11,788 $2.5M
Financial Freedom, LLC 1.41% Add +0.6% 11,784 $2.5M
Steph & Co. 0.85% Reduce -6.8% 11,783 $2.5M
O'Neil Global Advisors, Inc. 1.16% New 11,750 $2.5M
Holistic Financial Partners 1.24% Add +4.1% 11,730 $2.5M
Wealth Forward, LLC 1.92% Reduce -0.5% 11,682 $2.5M
Motley Fool Wealth Management, LLC 0.13% Reduce -1.1% 11,073 $2.5M
Tower Wealth Partners, Inc. 1.52% Add +8.9% 11,675 $2.5M
Brooktree Capital Management 2.10% Reduce -33.9% 11,649 $2.5M
Rwwm, Inc. 0.27% Reduce -3.1% 11,623 $2.4M
Sterling Wealth Management, Inc. 1.16% Add +0.4% 11,616 $2.4M
Duncan Williams Asset Management, LLC 2.06% Add +1.5% 11,608 $2.4M
Roth Financial Partners LLC 1.05% No change 11,565 $2.4M
Longitude (Cayman) Ltd. 3.84% Reduce -17.8% 11,560 $2.4M
VAUGHAN & Co SECURITIES, INC. 1.54% Reduce -8.4% 11,558 $2.4M
Drake & Associates, LLC 0.87% Reduce -13.0% 11,545 $2.4M
Legal Advantage Investments, Inc. 1.40% No change 11,537 $2.4M
Cohen Capital Management, Inc. 0.42% No change 11,529 $2.4M
Uptick Partners, LLC 1.86% No change 14,149 $2.4M
Rempart Asset Management Inc. 0.48% Add +4.8% 11,507 $2.4M
Ami Investment Management Inc. 0.84% Reduce -1.1% 11,486 $2.4M
Hudson Edge Investment Partners Inc. 0.47% Reduce -3.7% 11,485 $2.4M
Rosenberg Matthew Hamilton 0.71% Reduce -0.5% 11,127 $2.4M
Leonard Rickey Investment Advisors P.L.L.C. 0.58% Add +7.4% 11,422 $2.4M
Pring Turner Capital Group Inc. 1.68% No change 11,411 $2.4M
Builder Investment Group Inc. 0.66% Reduce -0.5% 11,405 $2.4M
DecisionPoint Financial, LLC 0.81% Add +1.7% 10,815 $2.4M
Monte Financial Group, LLC 1.06% Reduce -0.7% 11,403 $2.4M
Orrstown Financial Services Inc. 1.27% Reduce -11.6% 11,390 $2.4M
Financial Planning & Information Services, Inc. 0.37% Reduce -2.9% 11,383 $2.4M
Scientech Research LLC 0.49% New 11,378 $2.4M
5th Street Advisors, LLC 1.25% No change 11,364 $2.4M
Wetzel Investment Advisors, Inc. 1.37% Reduce -1.5% 13,895 $2.4M
Corundum Trust Company, INC 6.93% — 11,307 $2.4M
Kelman-Lazarov, Inc. 0.44% Reduce -26.5% 11,300 $2.4M
Gouws Capital LLC 1.69% Add +2.7% 11,239 $2.4M
VELA Investment Management, LLC 0.84% Add +0.0% 11,239 $2.4M
Hill Island Financial LLC 0.77% Add +18.8% 11,232 $2.4M
Brightwater Advisory LLC 1.82% Add +6.9% 11,203 $2.4M
Columbus Macro, LLC 0.91% Reduce -0.9% 10,652 $2.4M
Williams & Novak, LLC 2.18% Add +7.9% 11,104 $2.3M
Able Wealth Management LLC 1.92% Add +1.0% 11,085 $2.3M
Saiph Capital, LLC 1.04% Add +0.2% 98,282 $2.3M
360 Financial, Inc. 0.88% Add +16.8% 11,059 $2.3M
Vista Investment Management 0.94% Reduce -2.9% 11,045 $2.3M
Landmark Wealth Management, LLC 1.81% Add +1.7% 11,043 $2.3M
Flower City Capital 1.50% No change 11,026 $2.3M
Advent Capital Management 4.15% New 11,000 $2.3M
AJOVista, LLC 6.68% No change 10,993 $2.3M
Threadgill Financial, LLC 1.08% Reduce -0.1% 10,976 $2.3M
Cohen & Steers, Inc. 0.00% Reduce -1.8% 10,942 $2.3M
Smith Thornton Advisors LLC 1.70% — 10,935 $2.3M
PARK CIRCLE Co 2.26% No change 10,900 $2.3M
Compass Advisory Group LLC 1.02% Reduce -3.7% 10,896 $2.3M
Lakeside Advisors, INC. 1.49% Reduce -7.1% 10,871 $2.3M
Lake Hills Wealth Management, LLC 1.64% Reduce -0.7% 10,866 $2.3M
Maripau Wealth Management LLC 1.56% Add +16.2% 10,851 $2.3M
Wulff, Hansen & Co. 2.25% Add +2.4% 10,844 $2.3M
Members Wealth LLC 1.53% — 10,875 $2.3M
Tealwood Asset Management Inc. 1.37% Reduce -0.3% 10,841 $2.3M
Capstone Wealth Management Group, LLC 1.49% Reduce -1.0% 10,839 $2.3M
Legacy Financial Group LLC 0.45% Add +0.4% 10,830 $2.3M
Pinnacle Wealth Management, LLC 2.85% Reduce -15.8% 10,808 $2.3M
Smart Portfolios, LLC 2.29% Add +4.9% 10,794 $2.3M
Element Wealth, LLC 1.28% Add +0.5% 10,786 $2.3M
Waycross Investment Management Co 2.19% Reduce -15.2% 10,763 $2.3M
HBC Financial Services, PLLC 1.44% Add +1.4% 10,365 $2.3M
Sprinkle Financial Consultants LLC 1.78% Add +4.0% 10,728 $2.3M
Wealthcare Capital Management LLC 0.24% Add +9.8% 10,727 $2.3M
Vima LLC 4.99% New 10,725 $2.3M
Carmel Capital Partners, LLC 0.95% Reduce -2.8% 10,716 $2.3M
Shayne & Jacobs, LLC 0.63% Reduce -3.0% 10,700 $2.3M
Defined Wealth Management, LLC 1.57% Add +2.4% 10,690 $2.3M
HT Partners LLC 0.80% Add +0.1% 10,690 $2.3M
Eaton-Cambridge Inc. 1.15% Add +2.1% 10,680 $2.2M
FFT Wealth Management LLC 0.20% Add +28.0% 10,665 $2.2M
Powers Advisory Group, LLC 1.22% Add +5.8% 10,602 $2.2M
ETF Portfolio Partners, Inc. 0.70% Add +3.2% 10,587 $2.2M
WealthCare Investment Partners, LLC 1.03% Reduce -12.4% 10,571 $2.2M
Franklin, Parlapiano, Turner & Welch, LLC 0.62% Reduce -2.2% 10,568 $2.2M
Barings LLC 0.05% Reduce -12.0% 10,568 $2.2M
CMT Capital Markets Trading GmbH 0.63% Reduce -91.7% 10,550 $2.2M
Hutchens & Kramer Investment Management Group, LLC 1.23% Reduce -1.4% 10,246 $2.2M
FMA Wealth Management, LLC 1.79% Reduce -1.1% 10,543 $2.2M
Provident Wealth Management, LLC 0.81% Reduce -16.5% 10,489 $2.2M
Kaydan Wealth Management, Inc. 0.78% Reduce -2.6% 10,458 $2.2M
Sard Wealth Management Group, LLC 1.55% Add +0.5% 10,449 $2.2M
Fairbanks Capital Management, Inc. 1.44% Reduce -4.6% 10,443 $2.2M
Veery Capital, LLC 0.89% Reduce -0.1% 10,426 $2.2M
GenWealth Group, Inc. 0.54% Reduce -2.3% 10,420 $2.2M
Uncommon Cents Investing LLC 0.69% Reduce -2.0% 10,398 $2.2M
Matthew Goff Investment Advisor, LLC 0.45% Add +3.7% 10,397 $2.2M
Mustard Seed Financial, LLC 2.09% Reduce -0.1% 10,391 $2.2M
Vawter Financial, Ltd. 1.50% Add +3.8% 10,380 $2.2M
GoalVest Advisory LLC 0.70% Reduce -4.2% 10,380 $2.2M
Future Financial Wealth Managment LLC 1.92% Reduce -8.5% 10,350 $2.2M
Prosperity Planning, Inc. 0.75% No change 10,349 $2.2M
Presidio Capital Management, LLC 1.52% Add +4.0% 10,338 $2.2M
Park Edge Advisors, LLC 0.67% Add +5.7% 10,336 $2.2M
Allen Wealth Management, LLC 1.94% Add +0.4% 10,331 $2.2M
Epic Trust Investment Advisors, LLC 2.40% Add +11.8% 10,329 $2.2M
ForthRight Wealth Management, LLC 0.78% Reduce -5.8% 10,322 $2.2M
Connective Portfolio Management, LLC 3.53% New 10,320 $2.2M
Conrad Siegel Investment Advisors, Inc. 0.63% Add +2.2% 10,320 $2.2M
Providence First Trust Co 0.98% Reduce -20.0% 10,311 $2.2M
Seed Wealth Management, Inc. 1.89% Add +2.2% 10,309 $2.2M
Black Swift Group, LLC 0.50% Add +6.0% 10,303 $2.2M
Cypress Point Wealth Management, LLC 1.03% Add +0.2% 10,291 $2.2M
Iams Wealth Management, LLC 1.19% Add +58.6% 10,289 $2.2M
Pavion Blue Capital, LLC 1.06% Reduce -2.4% 10,269 $2.2M
Global Wealth Strategies & Associates 0.78% Reduce -6.6% 10,265 $2.2M
Wooster Corthell Wealth Management, Inc. 0.49% Reduce -3.2% 10,248 $2.2M
Lauterbach Financial Advisors, LLC 1.42% Reduce -0.5% 9,817 $2.2M
Clifford Group, LLC 1.74% Reduce -0.3% 10,239 $2.2M
Innova Wealth Partners 1.54% Add +15.6% 10,233 $2.2M
FDx Advisors, Inc. 0.60% Reduce -33.3% 10,234 $2.2M
Harvest Investment Advisors, LLC 1.58% Reduce -2.3% 10,194 $2.1M
Hill Investment Group Partners, LLC 0.29% Add +4.6% 9,536 $2.1M
GR Financial Group, LLC 0.47% Reduce -0.9% 10,187 $2.1M
Courage Miller Partners, LLC 0.77% Reduce -3.6% 9,123 $2.1M
One River Asset Management, LLC 1.16% Reduce -93.9% 10,156 $2.1M
Requisite Capital Management, LLC 0.48% Add +20.9% 10,111 $2.1M
Divergent Planning, LLC 0.85% Reduce -1.4% 9,608 $2.1M
DHJJ Financial Advisors, Ltd. 0.90% Reduce -4.3% 10,081 $2.1M
Boyce & Associates Wealth Consulting, Inc. 2.49% Reduce -1.0% 10,077 $2.1M
TruNorth Capital Management, LLC 0.69% Add +0.7% 10,074 $2.1M
Summa Corp. 1.03% Reduce -1.9% 10,066 $2.1M
Bain Capital Public Equity, LP 2.32% New 10,055 $2.1M
FC Advisory LLC 0.78% Add +0.1% 10,037 $2.1M
Giverny Capital 0.09% No change 10,027 $2.1M
Virtus Investment Advisers, LLC 1.92% Reduce -25.2% 10,023 $2.1M
SCP Investment, LP 1.34% No change 10,000 $2.1M
Fidelity D & D Bancorp Inc. 1.59% Reduce -0.8% 9,987 $2.1M
Access Financial Services, Inc. 0.95% Reduce -1.0% 9,956 $2.1M
Sinecera Capital, LLC 2.87% Add +1.1% 9,946 $2.1M
New Jersey Better Educational Savings Trust 4.19% Reduce -56.7% 9,936 $2.1M
Commonwealth Retirement Investments LLC 0.96% Add +5.3% 9,929 $2.1M
Mainstay Capital Management LLC 0.37% Add +4.2% 9,882 $2.1M
Newton One Investments LLC 0.90% Add +0.1% 9,865 $2.1M
Rebalance, LLC 0.17% Reduce -41.7% 9,836 $2.1M
POM Investment Strategies, LLC 1.66% Add +6.3% 9,829 $2.1M
Omega Financial Group, LLC 0.84% Add +27.0% 9,828 $2.1M
True Wealth Design, LLC 0.51% Add +10.7% 9,820 $2.1M
HF Advisory Group, LLC 1.06% Add +1.7% 9,770 $2.1M
Shakespeare Wealth Management, LLC 0.59% Reduce -4.6% 9,769 $2.1M
Strid Group, LLC 0.34% Add +7.1% 9,744 $2.1M
Profit Investment Management, LLC 1.28% Add +4.7% 9,719 $2.0M
OLIO Financial Planning 0.86% Reduce -0.0% 10,549 $2.0M
Macroview Investment Management LLC 2.17% Add +6.9% 9,649 $2.0M
Santori & Peters, Inc. 0.87% Reduce -5.9% 9,645 $2.0M
TCP Asset Management, LLC 0.51% Add +2.5% 9,623 $2.0M
HFG Wealth Management, LLC 1.29% Add +0.1% 9,616 $2.0M
1620 Investment Advisors, Inc. 1.59% Reduce -0.5% 9,609 $2.0M
Coordinated Financial Services, Inc. 1.75% Reduce -3.0% 9,572 $2.0M
Cedar Mountain Advisors, LLC 0.50% Reduce -0.6% 9,551 $2.0M
Camelot Portfolios, LLC 1.14% Add +98.5% 9,527 $2.0M
Morton Brown Family Wealth, LLC 0.79% Add +0.4% 8,949 $2.0M
Phocas Financial Corp. 0.23% No change 9,521 $2.0M
Altus Wealth Management, LLC 0.96% Add +0.6% 9,508 $2.0M
Miller Investment Management, LP 0.24% No change 9,503 $2.0M
Sage Investment Advisers LLC 2.26% Reduce -8.9% 9,478 $2.0M
Central Asset Investments & Management Holdings (HK) Ltd 1.39% New 9,477 $2.0M
Three Seasons Wealth, LLC 1.10% Reduce -3.3% 9,471 $2.0M
StoneCrest Wealth Management, Inc. 1.52% Reduce -49.2% 9,458 $2.0M
Eagle Wealth Strategies LLC 1.61% Reduce -6.6% 9,455 $2.0M
Tybourne Capital Management (hk) Ltd. 0.40% New 9,450 $2.0M
PCG Wealth Advisors, LLC 0.86% Add +10.7% 9,426 $2.0M
Yeomans Consulting Group, Inc. 0.77% Add +2.4% 9,409 $2.0M
Financial & Tax Architects, LLC 0.53% Add +17.1% 9,392 $2.0M
Harbor Group, Inc. 0.51% Reduce -2.3% 9,372 $2.0M
Echo45 Advisors LLC 1.39% Reduce -37.8% 9,369 $2.0M
Stevens Capital Partners 1.02% Reduce -13.3% 9,342 $2.0M
Elwood & Goetz Wealth Advisory Group, LLC 0.56% Reduce -10.5% 9,332 $2.0M
Family Investment Center, Inc. 0.58% Add +1.4% 9,301 $2.0M
EnRich Financial Partners LLC 0.72% Add +0.4% 9,290 $2.0M
Meridian Financial Advisors, LLC 1.42% Reduce -0.7% 9,289 $2.0M
Granite FO LLC 1.24% No change 9,219 $1.9M
Insight 2811, Inc. 1.01% Reduce -1.8% 9,219 $1.9M
Redmond Asset Management, LLC 0.64% Add +7.6% 9,206 $1.9M
Perissos Private Wealth Management, LLC 1.74% Reduce -1.5% 9,206 $1.9M
Meredith Wealth Planning 1.01% Reduce -0.0% 9,189 $1.9M
Bruce G. Allen Investments, LLC 1.63% Reduce -1.1% 9,182 $1.9M
Signature Wealth Management Group 0.84% Add +4.4% 9,129 $1.9M
Wick Capital Partners, LLC 0.67% Add +11.9% 9,122 $1.9M
Eubel Brady & Suttman Asset Management Inc. 0.31% Add +23.4% 9,102 $1.9M
Provident Investment Management, Inc. 0.17% Add +26.0% 9,099 $1.9M
Magnolia Capital Advisors LLC 1.07% New 9,095 $1.9M
Pingora Partners LLC 1.36% No change 9,073 $1.9M
Capital Investment Services of America, Inc. 0.18% Reduce -1.1% 9,065 $1.9M
Gen-Wealth Partners Inc 0.92% Add +2.1% 9,055 $1.9M
Golden Road Advisors LLC 1.57% Add +4.8% 8,334 $1.9M
David Kennon Inc 0.80% Add +1.9% 9,036 $1.9M
NDVR, Inc. 1.98% Reduce -1.1% 9,023 $1.9M
Stelac Advisory Services LLC 0.80% Reduce -2.6% 9,018 $1.9M
Valley Forge Investment Consultants Inc. Adv 0.72% Add +1.0% 9,002 $1.9M
Secured Retirement Advisors, LLC 1.48% Add +7.6% 8,998 $1.9M
Corsair Capital Management, L.P. 0.32% Reduce -0.9% 8,986 $1.9M
RFG Holdings, Inc. 0.72% Add +19.3% 8,977 $1.9M
Insight Wealth Partners, LLC 1.22% Reduce -4.7% 8,950 $1.9M
Koesten, Hirschmann & Crabtree, INC. 1.21% No change 10,974 $1.9M
Rosenblum Silverman Sutton S F Inc. 0.50% Reduce -10.7% 8,923 $1.9M
Legend Financial Advisors, Inc. 1.33% Add +4.4% 8,917 $1.9M
Legacy Bridge, LLC 1.11% Reduce -4.7% 8,916 $1.9M
Redwood Financial Network Corp 1.58% Reduce -0.3% 8,907 $1.9M
William Howard & Co Financial Advisors Inc 1.73% Reduce -9.1% 8,872 $1.9M
Disciplined Investments, LLC 0.99% Add +0.1% 8,868 $1.9M
OneAscent Wealth Management LLC 0.97% Reduce -19.5% 8,862 $1.9M
Wealth Group Ltd 0.56% Add +3.4% 8,859 $1.9M
Cornerstone Wealth Advisors, Inc. 0.56% Reduce -2.2% 8,858 $1.9M
Parker Investment Management, LLC 0.30% No change 8,849 $1.9M
Millington Financial Advisors, LLC 1.29% Add +0.1% 8,840 $1.9M
BCM Advisors, LLC 0.44% Add +17.4% 8,523 $1.9M
Copperleaf Capital, LLC 1.49% Add +7.8% 8,831 $1.9M
Marotta Asset Management 0.38% Add +2.4% 8,553 $1.9M
Sherbrooke Park Advisers LLC 0.32% Reduce -53.4% 8,795 $1.9M
Maiden Cove Capital, LLC 4.02% — 10,892 $1.9M
Alliance Wealth Advisors, LLC 0.54% Add +1.1% 8,787 $1.9M
Chiron Capital Management, LLC 1.76% Reduce -2.2% 8,743 $1.8M
Horizon Family Wealth, Inc. 1.40% Add +0.1% 8,729 $1.8M
Oakwell Private Wealth Management, LLC 0.52% Reduce -2.8% 8,717 $1.8M
FWG Investments, LLC. 1.85% Reduce -1.1% 8,696 $1.8M
Cunning Capital Partners, LP 1.02% No change 8,690 $1.8M
Wiser Wealth Management, Inc 0.57% Reduce -9.0% 8,687 $1.8M
LifePlan Investment Advisors, Inc. 1.31% Add +0.6% 8,656 $1.8M
Armbruster Capital Management, Inc. 0.38% Add +3.3% 8,646 $1.8M
Ballew Advisors, Inc 1.20% Reduce -1.2% 7,747 $1.8M
Vantage Financial Partners Ltd., Inc. 0.45% Add +1.9% 8,616 $1.8M
Wealthgarden F.S. LLC 1.90% — 8,578 $1.8M
Mma Asset Management LLC 0.85% Add +4.0% 8,574 $1.8M
Black Point Wealth Management 1.87% — 8,573 $1.8M
Orin Green Financial, LLC 0.83% Add +7.0% 8,557 $1.8M
Cedar Wealth Management, LLC 0.58% Reduce -1.9% 8,536 $1.8M
Slocum, Gordon & Co LLP 1.34% Add +3.6% 8,536 $1.8M
Tran Capital Management, L.P. 0.21% Add +335.0% 8,517 $1.8M
Emerald Mutual Fund Advisers Trust 0.09% Add +13.5% 8,517 $1.8M
BlueSky Wealth Advisors, LLC 0.30% Add +42.0% 8,516 $1.8M
Nordwand Advisors, LLC 0.78% No change 8,507 $1.8M
Lee Johnson Capital Management, LLC 0.91% Reduce -2.5% 8,500 $1.8M
Fox Run Management, L.L.C. 0.34% Add +0.1% 8,497 $1.8M
Orgel Wealth Management, LLC 0.05% Add +4.4% 8,495 $1.8M
Auour Investments LLC 0.67% No change 8,486 $1.8M
Sender Co & Partners, Inc. 2.05% Reduce -34.4% 8,484 $1.8M
Dravo Bay LLC 0.99% Reduce -4.0% 8,481 $1.8M
Burns Matteson Capital Management, LLC 1.12% Add +36.8% 8,460 $1.8M
McNaughton Wealth Management, LLC 0.94% Add +5.0% 8,445 $1.8M
Foguth Wealth Management, LLC. 0.78% Add +13.3% 8,437 $1.8M
Kooman & Associates 0.71% Add +0.9% 8,436 $1.8M
Delta Wealth Advisors LLC 1.74% Add +9.4% 8,414 $1.8M
Essential Planning, LLC. 0.78% Reduce -1.3% 8,405 $1.8M
Keeler & Nadler Financial Planning & Wealth Management 0.97% Reduce -4.7% 8,400 $1.8M
Beck Bode, LLC 0.35% Reduce -11.5% 8,384 $1.8M
Claris Advisors, LLC / Mo / 0.91% Add +1.5% 8,379 $1.8M
Waterford Advisors, LLC 0.74% Add +0.3% 8,371 $1.8M
Provident Co of the Employees of the Hebrew University LTD 2.10% New 8,363 $1.8M
Horizon Kinetics Asset Management LLC 0.03% Reduce -7.7% 8,357 $1.8M
Naples Money Management LLC 1.50% Reduce -51.5% 8,116 $1.8M
Proquility Private Wealth Partners, LLC 0.60% Add +78.4% 8,351 $1.8M
Elevate Wealth Advisory, Inc. 1.43% Add +0.2% 8,342 $1.8M
Barnes Pettey Financial Advisors, LLC 1.51% Reduce -19.8% 8,327 $1.8M
Guidance Point Advisors, LLC 0.57% Reduce -1.1% 8,325 $1.8M
McNamara Financial Services, Inc. 0.37% Reduce -1.0% 8,312 $1.8M
Sirios Capital Management L P 0.30% New 8,289 $1.7M
Muirfield Wealth Advisors LLC 1.64% Reduce -18.7% 8,280 $1.7M
Intrepid Capital Management Inc. 1.11% Add +1.6% 8,267 $1.7M
Easterly Investment Partners LLC 0.15% No change 8,267 $1.7M
Lloyd Advisory Services, LLC. 0.82% Reduce -81.5% 8,252 $1.7M
Vestia Personal Wealth Advisors 1.85% — 8,244 $1.7M
Trevian Wealth Management LLC 8.64% Reduce -2.8% 8,239 $1.7M
CM Wealth Advisors LLC 0.82% Reduce -41.3% 8,219 $1.7M
Tolleson Wealth Management, Inc. 0.34% Add +6.6% 8,216 $1.7M
Gruss & Co., LLC 9.37% Add +57.7% 8,200 $1.7M
Ariadne Wealth Management, LP 1.35% — 8,196 $1.7M
VitalStone Financial, LLC 1.25% Add +49.4% 8,195 $1.7M
Sollinda Capital Management LLC 0.52% Add +1.9% 8,153 $1.7M
White Wing Wealth Management 1.37% Add +2.9% 8,143 $1.7M
Northeast Financial Group, Inc. 0.73% Reduce -14.0% 8,125 $1.7M
Donor Advised Charitable Giving, Inc. 0.04% New 8,100 $1.7M
Interactive Financial Advisors, Inc. 0.94% No change 8,096 $1.7M
Leicht Financial Planning & Wealth Management, Inc. 0.91% No change 8,089 $1.7M
Holland Advisory Services, Inc. 2.10% Add +3.9% 8,073 $1.7M
Enzi Wealth 0.75% Reduce -0.9% 7,507 $1.7M
Horrell Capital Management, Inc. 0.49% Reduce -8.0% 8,045 $1.7M
Eliot Finkel Investment Counsel, LLC 1.11% Reduce -0.4% 8,036 $1.7M
FNY Investment Advisers, LLC 1.15% Add +381.1% 8,016 $1.7M
Aristotle Capital Management, LLC 0.00% No change 8,000 $1.7M
America First Investment Advisors, LLC 0.41% No change 7,998 $1.7M
PYA Waltman Capital, LLC 0.62% Add +0.0% 7,986 $1.7M
Carrera Capital Advisors 0.55% — 7,962 $1.7M
Syverson Strege & Co 0.57% Add +14.6% 7,959 $1.7M
Lifestyle Asset Management, Inc. 0.96% Reduce -7.0% 7,941 $1.7M
Cinctive Capital Management LP 0.09% Reduce -43.4% 7,927 $1.7M
Cypress Financial Planning LLC 0.70% Reduce -0.4% 7,917 $1.7M
Braun-Bostich & Associates Inc. 1.24% Reduce -6.0% 7,904 $1.7M
Stegent Equity Advisors, Inc. 1.73% Add +10.7% 7,887 $1.7M
ARK & TLK Investments, LLC 0.62% Add +2.6% 7,855 $1.7M
RiverGlades Family Offices LLC 1.29% Reduce -0.5% 7,851 $1.7M
RMR Capital Management, LLC 1.51% No change 7,832 $1.6M
Voisard Asset Management Group, Inc. 0.81% Add +5.0% 7,824 $1.6M
Defender Capital, LLC. 0.56% Add +62.7% 7,793 $1.6M
C M Bidwell & Associates Ltd. 1.10% Reduce -0.2% 7,786 $1.6M
Mason Investment Advisory Services, Inc. 0.10% Add +13.2% 7,751 $1.6M
Penney Financial, LLC 1.19% Add +0.0% 7,728 $1.6M
New England Capital Financial Advisors LLC 0.91% Add +0.1% 7,707 $1.6M
Schwartz Investment Counsel Inc. 0.06% Add +24.2% 7,700 $1.6M
Oliver Luxxe Assets LLC 0.34% Add +14.2% 7,696 $1.6M
17 Capital Partners, LLC 1.15% Reduce -8.6% 7,688 $1.6M
Prudent Investors Network, Inc. 0.58% No change 7,678 $1.6M
National Wealth Management Group, LLC 1.23% Add +12.6% 7,641 $1.6M
LGT Financial Advisors LLC 3.38% Add +1.7% 7,616 $1.6M
Probity Advisors, Inc. 0.33% Reduce -1.3% 7,612 $1.6M
Lowery Thomas, LLC 1.17% Add +0.7% 7,607 $1.6M
Hubbell Strickland Wealth Management, LLC 0.80% Add +0.3% 7,605 $1.6M
FF Advisors,LLC 1.13% Reduce -17.6% 7,598 $1.6M
Motiv8 Investments LLC 1.19% Add +18.8% 7,579 $1.6M
Aufman Associates Inc 1.13% Add +1.3% 7,568 $1.6M
LifePro Asset Management 1.14% Reduce -23.7% 7,561 $1.6M
RTD Financial Advisors, Inc. 0.21% Reduce -32.6% 7,542 $1.6M
Dogwood Wealth Management LLC 0.98% Add +3.3% 7,530 $1.6M
AllGen Financial Advisors, Inc. 0.60% Add +0.0% 7,490 $1.6M
Brown Wealth Management, LLC 0.63% Add +0.7% 7,457 $1.6M
Boston Mountain Money Management Inc. 1.04% Add +0.9% 7,454 $1.6M
Gibson Capital, LLC 0.35% Reduce -0.7% 7,454 $1.6M
Sippican Capital Advisors 1.24% No change 7,436 $1.6M
Yost Capital Management, LP 2.61% Reduce -50.0% 7,430 $1.6M
FreeGulliver LLC 1.07% Add +124.4% 7,391 $1.6M
Financial Sense Advisors, Inc. 0.49% Add +0.1% 7,391 $1.6M
Seneca Financial Advisors LLC 0.80% Add +4.9% 7,371 $1.6M
Shore Point Advisors, LLC 0.88% Add +5.1% 7,351 $1.5M
Costello Asset Management, INC 1.15% Reduce -12.9% 7,319 $1.5M
Continental Investors Services, Inc. 3.42% Add +0.9% 7,301 $1.5M
Bayshore Asset Management, LLC 0.77% Reduce -1.3% 7,285 $1.5M
Strategic Point Investment Advisors, LLC 0.27% Add +1.8% 7,262 $1.5M
Sanchez Wealth Management Group 0.49% Add +0.3% 7,220 $1.5M
Capital CS Group, LLC 1.75% Add +51.6% 7,219 $1.5M
Prepared Retirement Institute LLC 1.00% Add +10.7% 7,190 $1.5M
Prentiss Smith & Co. Inc. 1.05% No change 7,174 $1.5M
Sfm, LLC 1.14% Add +0.1% 7,167 $1.5M
Voya Financial Advisors, Inc. 0.17% Reduce -0.9% 7,025 $1.5M
Instrumental Wealth, LLC 1.55% Add +1.3% 6,912 $1.5M
GGM Financial LLC 1.38% — 7,135 $1.5M
Earnest Partners LLC 0.01% No change 7,134 $1.5M
Robinswood Financial LLC 0.61% Add +0.2% 7,130 $1.5M
Kanen Wealth Management LLC 0.93% New 7,100 $1.5M
Ascension Capital Advisors, Inc. 0.79% Reduce -2.7% 7,089 $1.5M
Heck Capital Advisors, LLC 0.19% Reduce -0.0% 7,087 $1.5M
Stewardship Advisors, LLC 0.49% Add +0.5% 7,081 $1.5M
Stone Run Capital, LLC 0.60% No change 7,080 $1.5M
Terra Nova Asset Management LLC 1.17% Add +1.8% 7,067 $1.5M
Baron Financial Group, LLC 0.95% Reduce -25.4% 7,067 $1.5M
Jackson Creek Investment Advisors LLC 0.54% Reduce -11.8% 7,058 $1.5M
Philip James Wealth Mangement, LLC 0.99% Reduce -4.0% 7,058 $1.5M
Covestor Ltd 0.96% Reduce -0.2% 7,057 $1.5M
Marshall Financial Group Inc. 0.48% Reduce -2.6% 7,043 $1.5M
Biltmore Wealth Management, LLC 0.64% Reduce -3.2% 7,033 $1.5M
Albert D Mason Inc. 1.00% Reduce -0.8% 7,032 $1.5M
ACT Advisors, LLC. 0.77% Add +17.4% 7,022 $1.5M
Brand Asset Management Group, Inc. 0.62% Add +23.3% 7,006 $1.5M
Fortis Advisors, LLC 1.04% Reduce -0.3% 7,001 $1.5M
Asset Allocation Strategies LLC 0.50% Reduce -3.3% 6,992 $1.5M
Stephenson & Company, Inc. 1.09% Reduce -20.4% 6,988 $1.5M
Mason & Associates, LLC 0.48% Reduce -63.1% 6,984 $1.5M
FSA Advisors, Inc. 1.52% Reduce -8.5% 7,905 $1.5M
Morris Financial Concepts, Inc. 0.70% Add +3.0% 6,942 $1.5M
HighMark Wealth Management LLC 0.88% Add +45.8% 6,942 $1.5M
Gibson Wealth Advisors LLC 1.36% Add +15.0% 6,894 $1.5M
D. Scott Neal, Inc. 0.80% Add +0.3% 6,857 $1.4M
PFS Partners, LLC 0.91% Reduce -23.0% 6,845 $1.4M
Shelton Wealth Management, LLC 0.86% Reduce -10.8% 6,821 $1.4M
PFG Private Wealth Management, LLC 0.87% Reduce -7.1% 6,813 $1.4M
Smart Money Group LLC 0.51% Add +2.2% 6,449 $1.4M
Gardner Russo & Quinn 0.02% Reduce -14.7% 6,799 $1.4M
Donald L. Hagan, LLC 0.76% No change 6,787 $1.4M
Partners in Financial Planning 0.31% Reduce -10.6% 6,783 $1.4M
Eagle Bluffs Wealth Management LLC 0.83% No change 6,775 $1.4M
SRH Advisors, LLC 0.48% Add +0.0% 6,760 $1.4M
Paragon Advisors, LLC 0.52% Reduce -62.8% 6,758 $1.4M
Lesa Sroufe & Co 1.38% Reduce -1.3% 6,757 $1.4M
Heritage Wealth Management, Inc./Texas 0.89% Add +9.6% 6,750 $1.4M
Financial Guidance Group, Inc. 0.87% Reduce -60.8% 6,738 $1.4M
All Season Financial Advisors, Inc. 1.29% Add +3.1% 6,733 $1.4M
Alamar Capital Management, LLC 0.86% — 6,715 $1.4M
Veridan Wealth LLC 0.57% — 6,873 $1.4M
Wheelhouse Advisory Group LLC 0.99% Reduce -2.6% 6,386 $1.4M
Cedar Point Capital Partners, LLC 1.05% Reduce -2.8% 6,676 $1.4M
Tilson Financial Group, Inc. 1.42% Reduce -7.4% 6,656 $1.4M
Sequent Planning LLC 0.48% Reduce -6.2% 6,445 $1.4M
IAG Wealth Partners, LLC 0.28% Add +1.3% 6,629 $1.4M
Ti-Trust, Inc. 1.08% Reduce -24.0% 6,627 $1.4M
Highland Financial Advisors, LLC 0.52% Add +11.4% 6,617 $1.4M
AMJ Financial Wealth Management 0.43% Add +1.1% 6,618 $1.4M
Boulder Wealth Advisors, LLC 0.81% Reduce -2.2% 6,599 $1.4M
Marathon Mission, Inc. 1.04% Reduce -6.2% 6,545 $1.4M
Range Financial Group LLC 0.70% Add +3.9% 6,542 $1.4M
Stonekeep Investments, LLC 1.12% — 6,532 $1.4M
Altiora Financial Group, LLC 0.33% No change 6,506 $1.4M
Rodgers & Associates, LTD 0.18% Add +3.9% 6,467 $1.4M
Briaud Financial Planning Inc 0.78% Add +18.3% 6,456 $1.4M
First Washington CORP 0.50% Add +1.9% 6,444 $1.4M
Cullen Capital Management, LLC 0.02% No change 6,444 $1.4M
Napa Wealth Management 0.91% Reduce -26.0% 6,423 $1.4M
Essex Private Wealth Management, LLC 3.43% Add +6.6% 6,403 $1.3M
North Point Portfolio Managers Corp. 0.24% Add +22.2% 6,401 $1.3M
Retirement Investment Advisors, Inc. 0.16% — 6,399 $1.3M
Plan Group Financial, LLC 0.82% Reduce -0.7% 6,397 $1.3M
Higgins & Schmidt Wealth Strategies LLC 0.97% Reduce -7.4% 6,390 $1.3M
A.P. Gilfoyle & Co., L.P. 58.71% Add +1.7% 6,100 $1.3M
AFS Financial Group, LLC 17.98% Reduce -53.3% 6,376 $1.3M
Annapolis Financial Services, LLC 0.43% No change 6,374 $1.3M
Newport Capital Group, LLC 1.06% — 6,354 $1.3M
Adapt Wealth Advisors, LLC 0.84% Add +25.2% 6,337 $1.3M
Pitti Group Wealth Management, LLC 1.45% Add +5.5% 6,928 $1.3M
Kraft, Davis & Associates, LLC 0.40% Add +0.6% 6,093 $1.3M
Hyperion Capital Advisors LP 0.62% No change 6,293 $1.3M
Thompson Davis & Co., Inc. 1.15% Add +3.2% 6,292 $1.3M
Valley Financial Group, Inc. 0.97% Reduce -1.9% 6,285 $1.3M
TPG Financial Advisors, LLC 0.63% — 6,273 $1.3M
Ehrlich Financial Group 1.04% Add +3.9% 6,241 $1.3M
MorganRosel Wealth Management, LLC 0.46% Add +1.4% 6,209 $1.3M
Afg Fiduciary Services Limited Partnership 0.91% Reduce -4.5% 5,834 $1.3M
Hiley Hunt Wealth Management 0.81% Reduce -3.1% 6,193 $1.3M
Advisory Research Inc. 0.25% Add +13.3% 6,191 $1.3M
Presilium Private Wealth, LLC 0.33% Reduce -1.3% 6,179 $1.3M
Flagstone Financial Management 0.48% Reduce -0.6% 6,170 $1.3M
Turim 21 Investimentos Ltda. 0.33% No change 6,170 $1.3M
Monument Group Wealth Advisors, LLC 0.87% No change 6,150 $1.3M
Asset Planning Corporation 0.97% Reduce -29.5% 6,149 $1.3M
Prism Advisors, Inc. 0.39% No change 6,143 $1.3M
GoalFusion Wealth Management, LLC 0.80% Reduce -1.2% 6,142 $1.3M
Cedar Brook Financial Partners, LLC 9.73% Reduce -94.3% 6,139 $1.3M
Altshuler Shaham Ltd 0.04% Reduce -99.7% 6,136 $1.3M
Stone House Investment Management, LLC 0.34% Reduce -1.1% 6,135 $1.3M
American Financial & Tax Strategies Inc. 0.68% Add +0.9% 6,129 $1.3M
Game Creek Capital, LP 0.72% Reduce -4.1% 6,115 $1.3M
Silver Lake Advisory, LLC 0.32% Add +0.1% 6,113 $1.3M
Your Advocates Ltd., LLP 0.54% Reduce -1.5% 6,112 $1.3M
Aull & Monroe Investment Management Corp 0.63% Reduce -3.2% 6,103 $1.3M
Greenhouse Wealth Management, LLC 0.94% Add +0.1% 6,101 $1.3M
Chico Wealth RIA 1.17% Reduce -1.3% 6,079 $1.3M
Cassia Capital Partners, LLC 0.84% Reduce -4.9% 6,078 $1.3M
Atlas Wealth Partners, LLC 5.41% New 6,070 $1.3M
Mokosak Advisory Group, LLC 0.42% Add +0.1% 6,061 $1.3M
Lockerman Financial Group, Inc. 2.31% Reduce -13.0% 6,055 $1.3M
Lutz Financial Services LLC 0.11% Add +2.4% 6,041 $1.3M
Galibier Capital Management Ltd. 0.32% No change 6,035 $1.3M
Ninepoint Partners LP 0.14% Add +8.9% 6,023 $1.3M
Phillips Wealth Planners LLC 1.33% Add +14.1% 5,426 $1.3M
Mork Capital Management, LLC 0.99% No change 6,000 $1.3M
Squire Investment Management Company, LLC 0.71% New 5,968 $1.3M
Bush Investment Group, LLC 1.08% Add +1.7% 5,948 $1.3M
Clearview Wealth Advisors LLC 1.09% Reduce -1.3% 5,947 $1.3M
Guidance Capital, Inc. 0.41% Add +1.3% 5,634 $1.3M
Awm Capital, LLC 0.19% Add +9.6% 5,926 $1.2M
HC Advisors, LLC 1.15% Reduce -70.3% 5,898 $1.2M
Stephen J. Garry & Associates, LLC 1.26% Add +0.0% 5,897 $1.2M
Stevens Capital Management LP 0.42% Reduce -93.5% 5,886 $1.2M
Pineridge Advisors LLC 0.42% Add +0.7% 5,863 $1.2M
Total Wealth Planning, LLC 0.20% Reduce -1.7% 5,246 $1.2M
Beacon Financial Planning, Inc. 0.84% Reduce -2.1% 5,845 $1.2M
Cobblestone Asset Management LLC 0.80% No change 5,835 $1.2M
Red Tortoise LLC 0.67% Add +7.4% 5,828 $1.2M
Bare Financial Services, Inc 0.65% No change 5,527 $1.2M
Vermillion & White Wealth Management Group, LLC 0.92% Add +0.1% 5,827 $1.2M
Soundwatch Capital LLC 6.73% Add +169.1% 5,810 $1.2M
Durante & Waters, LLC 1.09% Add +5.8% 5,792 $1.2M
Adalta Capital Management LLC 0.66% No change 5,790 $1.2M
Milestones Administradora de Recursos Ltda. 0.51% Add +100.0% 5,780 $1.2M
Vista Finance, LLC 1.86% Add +2.3% 5,772 $1.2M
Silver Oak Advisory Group, Inc. 0.67% No change 5,766 $1.2M
Welch Capital Partners LLC 0.29% Add +94.5% 5,763 $1.2M
Alpha Financial Partners LLC 1.05% Add +10.7% 5,757 $1.2M
First International Bank & Trust 0.42% Reduce -0.5% 5,757 $1.2M
Ackerman Capital Advisors, LLC 0.32% No change 5,752 $1.2M
Tandem Investment Advisors, Inc. 0.05% Reduce -23.7% 5,714 $1.2M
Sonoma Private Wealth LLC 1.94% Reduce -0.4% 5,665 $1.2M
Gold Investment Management Ltd. 0.50% Add +0.1% 5,653 $1.2M
Hibernia Wealth Partners, LLC 0.41% Reduce -32.8% 5,642 $1.2M
GG Group Ventures, LLC 1.65% — 5,364 $1.2M
Veltria Advisors Corp. 0.43% Reduce -20.5% 5,632 $1.2M
BW Gestao de Investimentos Ltda. 0.16% Reduce -47.2% 5,596 $1.2M
Flagship Private Wealth, LLC 0.70% Reduce -0.7% 5,579 $1.2M
Evolution Advisers, Inc. 0.68% Add +1.7% 5,581 $1.2M
Krane Funds Advisors LLC 0.05% Reduce -25.0% 5,570 $1.2M
Aquire Wealth Advisors, LLC 0.39% Add +2.8% 5,566 $1.2M
Pacifica Capital Investments, LLC 0.42% Reduce -3.5% 5,563 $1.2M
Summit Investment Advisory Services, LLC 1.38% Add +202.1% 5,564 $1.2M
Forte Asset Management LLC 0.69% Reduce -13.0% 5,561 $1.2M
Retirement Financial Solutions, LLC 0.55% Add +2.6% 5,552 $1.2M
DBK Financial Counsel, LLC 1.27% Reduce -3.4% 5,537 $1.2M
Elite Life Management LLC 4.52% Add +4.7% 5,537 $1.2M
James Hambro & Partners LLP 0.05% Reduce -14.3% 5,536 $1.2M
True Vision MN LLC 0.76% Reduce -2.0% 5,522 $1.2M
Greenfield Seitz Capital Management, LLC 0.43% Reduce -5.2% 5,510 $1.2M
KOM Wealth Management Group, LLC 1.08% Reduce -3.1% 5,509 $1.2M
Tacita Capital Inc 0.82% No change 5,502 $1.2M
Insight Folios Inc 0.47% Add +4.0% 5,491 $1.2M
Alternative Investment Advisors, LLC. 0.66% Add +3.8% 5,465 $1.2M
Financial Synergies Wealth Advisors, Inc. 0.16% Add +2.5% 5,465 $1.2M
BCK Capital Management LP 0.74% Reduce -39.9% 5,449 $1.1M
JMG Financial Group, Ltd. 0.04% Add +0.8% 5,448 $1.1M
Compton Financial Group, LLC 0.37% Add +10.1% 5,446 $1.1M
Sharkey, Howes & Javer 0.19% Reduce -6.8% 5,443 $1.1M
Hummer Financial Advisory Services Inc 0.99% Reduce -0.9% 5,437 $1.1M
Cornerstone National Bank & Trust Co 0.56% No change 5,437 $1.1M
Hilltop Wealth Advisors, LLC 0.57% Add +35.8% 5,430 $1.1M
Fulcrum Equity Management 1.02% Add +3.8% 5,422 $1.1M
First Fiduciary Investment Counsel, Inc. 0.25% No change 5,405 $1.1M
Cornerstone Advisors Asset Management, LLC 0.32% No change 5,403 $1.1M
Trinity Wealth Management, LLC 0.57% Reduce -8.4% 5,397 $1.1M
Keener Financial Planning LLC 0.74% Reduce -2.1% 5,381 $1.1M
Van Strum & Towne Inc. 0.41% No change 5,352 $1.1M
Mainsail Financial Group, LLC 0.66% Add +4.6% 5,352 $1.1M
Guardian Wealth Management, Inc. 0.86% Reduce -0.5% 5,332 $1.1M
Seaside Wealth Management, Inc. 0.47% Add +0.0% 5,330 $1.1M
Green Alpha Advisors, LLC 0.90% Reduce -23.3% 5,326 $1.1M
Monumental Financial Group Inc. 0.48% Reduce -14.9% 5,236 $1.1M
Madden Advisory Services, Inc. 0.56% Add +9.0% 5,234 $1.1M
TrueWealth Financial Partners 0.71% No change 5,210 $1.1M
Covey Capital Advisors, LLC 1.26% Reduce -10.3% 5,187 $1.1M
Sheridan Capital Management, LLC 0.81% Reduce -0.4% 5,023 $1.1M
Optivise Advisory Services LLC 0.59% — 5,169 $1.1M
Sanctuary Wealth Management, L.L.C. 0.82% Add +14.8% 5,166 $1.1M
Jentner Corp 0.36% Add +0.4% 5,154 $1.1M
Rpo LLC 1.70% New 5,150 $1.1M
Hardin Capital Partners, LLC 0.71% — 5,144 $1.1M
Portland Investment Counsel Inc. 0.39% Reduce -0.9% 5,134 $1.1M
Independent Family Office, LLC 0.61% Reduce -23.0% 5,028 $1.1M
ShankerValleau Wealth Advisors, Inc. 0.46% Add +17.0% 5,110 $1.1M
Hunter Perkins Capital Management, LLC 0.23% Reduce -2.9% 5,111 $1.1M
Columbia Advisory Partners LLC 1.04% Reduce -4.7% 5,071 $1.1M
Poplar Forest Capital LLC 0.15% No change 5,067 $1.1M
Beacon Wealthcare LLC 0.46% Reduce -0.7% 5,062 $1.1M
Bank Pictet & Cie (asia) Ltd. 0.36% Add +30.4% 5,055 $1.1M
Great Oak Capital Partners, LLC 0.40% Add +0.1% 4,908 $1.1M
Truefg, LLC 0.38% Reduce -5.4% 5,006 $1.1M
Tejara Capital Ltd 0.38% New 5,000 $1.1M
Walleye Trading LLC 0.02% Reduce -99.1% 5,000 $1.1M
Windsor Advisory Group, LLC 2.11% Add +25.1% 4,991 $1.1M
Lane Generational LLC 1.24% No change 4,987 $1.1M
TSA Wealth Managment LLC 0.45% Add +25.9% 4,982 $1.0M
Parker Financial LLC 0.57% Reduce -5.3% 4,976 $1.0M
Maltin Wealth Management, Inc. 0.56% Add +0.1% 4,961 $1.0M
New England Professional Planning Group Inc. 0.55% No change 4,944 $1.0M
Kingdom Financial Group LLC. 0.70% Reduce -21.8% 4,943 $1.0M
Visionary Horizons, LLC 0.76% Add +3.1% 4,929 $1.0M
NorthLanding Financial Partners, LLC 1.09% Add +127.0% 4,919 $1.0M
Tanglewood Wealth Management, Inc. 0.13% Add +104.9% 4,902 $1.0M
Horizon Bancorp Inc. 0.49% Reduce -18.9% 4,898 $1.0M
Thornburg Investment Management Inc. 0.01% Reduce -45.6% 4,895 $1.0M
Ridgepath Capital Management LLC 1.01% Reduce -75.2% 4,888 $1.0M
Partnership Wealth Management, LLC 0.76% Add +0.0% 4,872 $1.0M
Peak Financial Advisors LLC 0.59% Reduce -75.5% 4,868 $1.0M
Priebe Wealth Holdings LLC 0.81% Add +5.9% 4,850 $1.0M
Gimbal Financial 0.75% Add +21.2% 4,487 $1.0M
Fort, L.P. 2.61% Add +2.8% 4,835 $1.0M
ZynergyRetirementPlanningLLC 0.78% — 4,834 $1.0M
Unique Wealth Strategies, LLC 0.48% No change 5,928 $1.0M
MBE Wealth Management, LLC 0.61% Add +3.4% 4,819 $1.0M
Silver Coast Investments LLC 0.41% Reduce -0.8% 4,808 $1.0M
Reaves W H & Co. Inc. 0.03% No change 4,800 $1.0M
Plum Street Advisors, LLC 0.59% Reduce -34.6% 4,794 $1.0M
Equita Financial Network, Inc. 0.42% Add +50.2% 4,792 $1.0M
Legacy Advisory Services, LLC 0.92% Reduce -37.7% 4,790 $1.0M
Sightline Wealth Advisors, LLC 0.63% Add +51.9% 4,780 $1.0M
Greytown Advisors Inc. 0.59% Reduce -20.0% 4,773 $1.0M
Luken Investment Analytics, LLC 0.50% Add +18.3% 4,757 $1.0M
Barnett & Company, Inc. 0.71% No change 4,720 $994K
Fairman Group, LLC 1.01% Add +0.0% 4,720 $994K
Solano Wealth Management, Inc. 0.54% Reduce -27.1% 4,707 $991K
Western Financial Corp 0.60% Add +0.0% 4,693 $988K
Ted Buchan & Co 0.53% Reduce -9.9% 4,678 $985K
Arkansas Financial Group, Inc. 0.18% Reduce -0.7% 4,676 $985K
Tillman Hartley LLC 0.34% Reduce -2.5% 4,673 $984K
Israel Discount Bank of New York 1.57% Reduce -59.4% 4,668 $983K
Gunderson Capital Management LLC 0.42% Add +7.0% 4,662 $982K
Perkins Capital Management Inc. 0.92% No change 4,650 $979K
Signature Resources Capital Management, LLC 0.81% Reduce -6.7% 4,633 $976K
USAdvisors Wealth Management, LLC 0.34% Add +2.9% 4,629 $975K
Merkkuri Wealth Advisors LLC 0.90% — 4,640 $975K
Endowment Wealth Management, Inc. 0.71% Reduce -4.5% 4,625 $974K
Websterrogers Financial Advisors, LLC 0.35% Reduce -13.7% 4,610 $971K
Tandem Wealth Advisors LLC 0.52% No change 4,583 $965K
Iron Horse Wealth Management, LLC 0.37% Add +16.5% 4,571 $963K
Petra Financial Advisors Inc. 0.69% Reduce -2.3% 4,537 $955K
Argyle Capital Management, LLC 0.39% No change 4,536 $955K
Kure Advisory, LLC 0.78% Add +9.8% 4,531 $954K
Scott Capital Advisors, LLC 0.28% Add +9.3% 4,169 $953K
Klein Pavlis & Peasley Financial, Inc. 0.84% Add +1.1% 4,505 $949K
Rise Advisors, LLC 0.50% Reduce -0.5% 4,500 $948K
Stordahl Capital Management, Inc. 0.24% No change 4,497 $947K
AJ Advisors, LLC 0.52% Reduce -63.0% 4,478 $943K
Spectrum Investment Advisors, Inc. 0.69% Reduce -53.4% 4,460 $939K
LPWM LLC 0.32% Reduce -4.1% 4,114 $937K
Lanham O'Dell & Company, Inc. 0.53% No change 4,446 $936K
BCK Partners, Inc. 0.48% Add +16.0% 4,441 $935K
Treasure Coast Financial Planning 0.62% Reduce -8.3% 4,439 $935K
Sharp Wealth Advisory, LLC 0.80% Reduce -9.1% 4,419 $931K
Pachira Investments Inc. 0.82% Add +40.6% 4,402 $927K
Pillar Wealth Advisors, LLC 1.10% Reduce -5.9% 4,360 $918K
SRN Advisors, LLC 0.76% No change 4,354 $917K
Riverwater Partners LLC 0.68% Reduce -7.2% 4,350 $916K
Spectrum Asset Management, Inc. (NB/CA) 0.42% Reduce -65.5% 4,349 $916K
Reston Wealth Management LLC 0.37% Add +0.3% 4,348 $916K
Henrickson Nauta Wealth Advisors, Inc. 0.39% Add +15.9% 4,339 $914K
Boyd Wealth Management, LLC 0.50% Add +0.0% 4,328 $912K
Long Island Wealth Management, Inc. 0.64% Add +7.7% 4,313 $908K
Sagace Wealth Management LLC 0.88% — 4,025 $901K
Treynor Bancshares, Inc. 0.94% Reduce -49.6% 4,274 $900K
DiNuzzo Private Wealth, Inc. 0.12% Add +5.7% 4,264 $898K
LFA - Lugano Financial Advisors SA 0.68% Add +9.2% 4,255 $896K
Passive Capital Management, LLC. 0.33% Add +52.5% 4,244 $894K
Hoge Financial Services, LLC 0.73% Add +47.6% 4,217 $888K
High Probability Advisors, LLC 0.16% Add +0.1% 4,204 $885K
Foundry Partners, LLC 0.05% No change 4,195 $884K
Straight Path Wealth Management 0.45% Reduce -5.0% 4,182 $881K
Gentry Private Wealth, LLC 0.77% — 4,161 $876K
Regis Acquisition Inc. 0.53% No change 4,148 $874K
Denver PWM, LLC 0.35% Reduce -5.2% 4,149 $874K
HFG Advisors, Inc. 0.81% No change 4,120 $868K
Penbrook Management LLC 0.53% Reduce -14.0% 4,104 $864K
Regal Partners Ltd 0.09% New 4,100 $864K
Unconventional Investor, LLC 0.61% Reduce -13.4% 4,098 $863K
Trellis Wealth Advisors LLC 0.47% No change 4,088 $861K
Kennon-Green & Company, LLC 0.79% Add +0.1% 4,086 $861K
Horizons Wealth Management 0.68% Reduce -8.1% 3,824 $858K
Cyr Financial Inc. 0.86% — 4,070 $857K
Encompass More Asset Management 0.61% Add +2.0% 4,065 $856K
New Harbor Financial Group, LLC 0.28% Add +63.7% 4,052 $853K
Strategic Financial Partners, Ltd. 0.47% Add +0.4% 4,046 $852K
Unison Advisors LLC 0.11% Add +0.0% 4,046 $852K
Ashford Capital Management Inc. 0.11% No change 4,031 $849K
Fusion Family Wealth, LLC 0.09% No change 4,022 $847K
Value Partners Investments Inc. 0.07% Reduce -1.7% 4,020 $846K
Topel & Distasi Wealth Management, LLC 0.37% No change 4,018 $846K
FFG Partners, LLC 0.36% Reduce -1.7% 4,016 $846K
Altrius Capital Management Inc 0.22% Add +5.9% 4,006 $844K
Boston Standard Wealth Management, LLC 0.19% Reduce -11.5% 4,000 $843K
Fluent Financial, LLC 0.43% Reduce -51.7% 4,002 $843K
Sassicaia Capital Advisers LLC 3.41% New 4,000 $842K
ArrowMark Colorado Holdings LLC 0.01% No change 3,992 $841K
Hart & Patterson Financial Group LLC 0.42% Add +4.1% 3,986 $840K
Capital Management Corp. 0.17% Reduce -4.4% 3,985 $839K
Shariaportfolio, Inc. 0.45% Reduce -20.4% 3,949 $832K
Mandatum Life Insurance Co Ltd 0.28% Add +15.1% 3,934 $829K
Mizuho Securities Co. Ltd. 1.90% Add +7.8% 3,880 $817K
Laurel Wealth Planning LLC 0.57% Reduce -2.8% 3,881 $817K
Armor Investment Advisors, LLC 0.38% Add +8.8% 3,865 $814K
Keystone Financial Services 0.34% No change 3,860 $813K
TL Private Wealth 0.37% Add +0.0% 3,450 $810K
Horizon Financial Services, LLC 0.51% Reduce -9.0% 3,845 $810K
Gleason Group, Inc. 0.16% Reduce -3.4% 3,840 $809K
SWS Partners 0.24% Reduce -37.2% 3,822 $805K
Keating Investment Counselors Inc. 0.26% Reduce -59.2% 3,821 $805K
Woodline Partners LP 0.01% Reduce -98.9% 3,821 $805K
Precision Wealth Strategies, LLC 0.83% Reduce -5.0% 3,803 $801K
Luminvest Wealth Management LLC 0.37% Add +222.2% 3,754 $798K
Caitlin John, LLC 0.58% Add +37.7% 3,789 $798K
Halpern Financial, Inc. 0.22% Reduce -12.8% 3,781 $796K
Keeley-Teton Advisors, LLC 0.10% Reduce -6.5% 3,780 $796K
Roble, Belko & Company, Inc 0.13% Add +0.3% 3,781 $796K
Private Wealth Group, LLC 0.42% Reduce -0.5% 3,769 $794K
Weybosset Research & Management LLC 0.30% Reduce -5.6% 3,763 $793K
CMC Financial Group 1.32% Reduce -34.3% 3,762 $792K
Arrien Investments, Inc. 0.62% Add +4.9% 3,747 $789K
Spectrum Planning & Advisory Services Inc. 0.76% — 3,676 $787K
Traction Financial Partners, LLC 0.57% Reduce -3.6% 3,494 $785K
Proathlete Wealth Management LLC 0.37% Add +1.2% 3,717 $783K
Fischer Investment Strategies, LLC 0.76% Add +12.2% 3,709 $781K
Greenland Capital Management LP 0.17% New 3,707 $781K
Emergent Wealth Advisors, LLC 0.62% Add +12.7% 3,378 $773K
Ecofi Investissements SA 0.43% — 3,650 $773K
Cooksen Wealth, LLC 0.78% No change 3,668 $773K
JFG Wealth Management, LLC 0.22% Reduce -13.7% 3,656 $770K
Lam Group, Inc. 0.65% Add +1.6% 3,653 $769K
Two West Capital Advisors LLC 0.73% — 3,650 $769K
BIT Capital GmbH 0.07% New 3,648 $768K
Watchman Group, Inc. 0.24% Reduce -2.2% 3,634 $765K
Whitegate Investment Counselors, Inc. 0.22% Add +8.5% 3,600 $758K
Phraction Management LLC 0.30% Add +0.0% 3,600 $758K
Sage Financial Management Group, Inc. 2.29% Reduce -1.9% 3,578 $754K
Schulz Wealth, LTD. 0.64% Reduce -1.8% 3,569 $752K
Verde Capital Management 0.24% Add +134.5% 3,552 $748K
Whitcomb & Hess, Inc. 0.23% Add +1.7% 3,540 $746K
International Private Wealth Advisors LLC 1.26% Add +11.3% 3,536 $745K
Hanseatic Management Services Inc. 1.11% Add +10.6% 3,522 $742K
Valued Wealth Advisors LLC 0.51% Reduce -3.5% 3,504 $738K
Hoya Capital Real Estate, LLC 14.45% No change 3,500 $737K
Silverberg Bernstein Capital Management LLC 0.71% No change 3,500 $737K
MontVue Capital Management, Inc. 0.59% Add +152.2% 3,500 $737K
Standard Family Office LLC 0.95% No change 3,493 $736K
Team Financial Group, LLC 0.47% Add +3.0% 3,492 $736K
O'Connor Financial Group LLC 0.43% Reduce -0.3% 3,476 $732K
Lowe Wealth Advisors, LLC 0.33% Reduce -0.1% 3,474 $732K
Anfield Capital Management, LLC 0.36% Add +28.2% 3,472 $731K
Raub Brock Capital Management LP 0.16% No change 3,470 $731K
DHK Financial Advisors, Inc. 0.51% New 3,464 $730K
Carolina Wealth Advisors, LLC 0.36% Reduce -2.1% 3,443 $725K
Significant Wealth Partners LLC 0.41% Add +1.2% 3,435 $724K
Salzhauer Michael 0.58% No change 3,418 $720K
Oxford Asset Management LLP 0.71% Add +33.0% 3,390 $714K
Oberweis Asset Management Inc./ 0.04% Add +0.0% 3,382 $712K
Tenon Financial LLC 0.55% Add +19.8% 3,370 $710K
Guardian Wealth Advisors, LLC 0.46% Reduce -1.2% 3,366 $709K
Ridgewood Investments LLC 0.35% Reduce -5.6% 3,351 $706K
Abich Financial Wealth Management LLC 0.48% Add +4.0% 3,349 $705K
Mizuho Markets Cayman LP 3.26% Add +13.5% 3,343 $704K
Martin Capital Partners, LLC 0.28% Reduce -1.8% 3,335 $702K
Capstone Capital LLC 0.63% Add +9.9% 3,325 $700K
NDWM LLC 0.62% Add +0.1% 3,315 $698K
Financial Futures Ltd Liability Co. 0.43% Add +23.1% 3,309 $697K
Cravens & Co Advisors, LLC 0.52% No change 3,308 $697K
BCU Wealth Advisors, LLC 0.51% Reduce -9.0% 3,300 $695K
Gordian Advisors LLC 0.67% Reduce -3.7% 3,300 $695K
Arcadia Wealth Management, LLC 0.40% Reduce -0.7% 3,291 $693K
Avid Wealth Partners LLC 0.54% Reduce -9.4% 3,287 $692K
Chesapeake Capital Corp. 0.90% New 3,276 $690K
Cambria Investment Management, L.P. 0.04% New 3,276 $690K
Ameraudi Asset Management, Inc. 0.31% New 3,258 $686K
Blue Barn Wealth, LLC 0.38% Add +4.3% 3,244 $683K
Johnson Financial Group, LLC 0.09% Add +2.2% 3,234 $681K
Passumpsic Savings Bank 0.49% Reduce -46.9% 3,225 $679K
Grunden Financial Advisory, Inc. 0.35% Add +3.4% 3,218 $678K
MTM Financial Group, LLC 0.43% Reduce -0.3% 3,209 $676K
Rosenbaum Jay D. 3.87% Reduce -13.6% 3,191 $672K
Financial Architects, LLC 0.46% Reduce -7.3% 3,180 $670K
Ground Swell Capital, LLC 0.64% New 3,163 $666K
NFC Investments, LLC 0.19% No change 3,151 $664K
Main Line Retirement Advisors, LLC 0.51% Reduce -39.3% 3,150 $664K
Shapiro Capital Management LLC 0.02% No change 3,150 $663K
Advisory Services & Investments, LLC 0.46% Reduce -9.2% 3,129 $659K
Quarry Hill Advisors, LLC 0.44% Reduce -7.5% 3,117 $656K
Clark Estates Inc. 0.12% No change 3,111 $655K
Martel Wealth Advisors LLC 0.14% Reduce -6.0% 3,109 $655K
Family Wealth Partners, LLC 0.34% No change 3,097 $652K
Kinloch Capital, LLC 0.34% Add +65.5% 3,078 $648K
Boyar Asset Management Inc. 0.44% Reduce -1.9% 3,071 $647K
S&T Bank 0.16% Reduce -4.4% 3,062 $645K
Bluestem Financial Advisors, LLC 0.33% Reduce -0.1% 3,056 $644K
Sound Stewardship, LLC 0.39% No change 3,055 $644K
Prairiewood Capital, LLC 0.30% No change 3,050 $642K
Joule Financial, LLC 0.26% Add +10.8% 3,046 $642K
Crestmont Private Wealth LLC 0.31% Add +28.9% 3,021 $636K
Algert Global LLC 0.02% Add +141.7% 3,019 $636K
Codex Capital Asset Management L.L.C. 0.29% — 3,000 $632K
Fosun International Ltd 0.21% New 3,000 $632K
Carmignac Gestion 0.01% New 3,000 $632K
Graham Capital Wealth Management, LLC 0.89% Add +4.7% 2,986 $629K
Investment Planning Advisors, Inc. 0.32% — 2,985 $629K
Evergreen Advisors, LLC 0.19% Reduce -17.7% 2,981 $628K
Investments & Financial Planning, LLC 0.42% Add +0.0% 2,970 $626K
Core Wealth Management, Inc. 0.25% Add +1.7% 2,968 $625K
NSI Retail Advisors, LLC 0.11% Reduce -6.3% 2,966 $625K
Mawer Investment Management Ltd. 0.00% No change 2,960 $623K
Foundry Financial Group, Inc. 0.43% Reduce -1.5% 2,930 $617K
Conestoga Capital Advisors, LLC 0.01% Reduce -42.7% 2,930 $617K
American Asset Management Inc. 0.73% Reduce -2.4% 2,910 $613K
Dynamic Wealth Strategies, LLC 0.52% Add +0.3% 2,895 $610K
Rezny Wealth Management, Inc. 0.16% Add +2.2% 2,894 $610K
Capital Wealth Management, LLC 0.28% Add +96.9% 2,894 $610K
Coerente Capital Management 0.12% Add +13.8% 2,892 $609K
Cadence Wealth Management LLC 0.42% No change 2,878 $606K
Lauer Wealth, LLC 0.48% Reduce -3.2% 2,652 $604K
Leverty Financial Group, LLC 0.36% Reduce -32.9% 2,852 $601K
Stuart Chaussee & Associates, Inc. 0.17% Add +3.2% 2,849 $600K
VanderPol Investments L.L.C. 1.82% Reduce -8.0% 2,848 $600K
Allie Family Office LLC 0.36% New 2,831 $596K
Darrow Company, Inc. 0.39% Reduce -3.7% 2,829 $596K
Semanteon Capital Management, LP 0.42% New 2,829 $596K
True Link Financial Advisors, LLC 0.06% Reduce -30.7% 2,824 $595K
Left Brain Wealth Management, LLC 0.28% No change 2,816 $593K
Corepath Wealth Partners LLC 0.62% Add +2.9% 2,592 $590K
Evoke Wealth, LLC 0.87% Reduce -98.8% 2,800 $590K
Peterson Financial Group, Inc. 3.59% Add +5.6% 2,797 $589K
O'Keefe Stevens Advisory, Inc. 0.20% No change 2,788 $587K
Atlas Financial Advisors, Inc. 0.97% Reduce -8.1% 2,780 $586K
Advisor Resource Council 0.77% Reduce -22.1% 40,571 $585K
City Center Advisors, LLC 0.69% No change 3,392 $582K
Hapanowicz & Associates Financial Services, Inc 0.33% No change 2,752 $580K
Lunt Capital Management, Inc. 0.29% No change 2,747 $579K
Oceanside Advisors LLC 0.47% Reduce -3.6% 2,745 $578K
Idaho Trust Co 0.29% Reduce -92.3% 2,732 $575K
Walker Financial Services, Inc. 0.45% Reduce -3.3% 2,732 $575K
TKG Advisors, LLC 0.31% Reduce -43.6% 2,717 $572K
MAS Advisors LLC 1.36% Reduce -1.8% 2,706 $570K
AIFG Consultants Ltd. 0.42% Add +74.0% 2,703 $569K
PACK Private Wealth, LLC 0.35% Add +4.7% 2,700 $569K
Mizuho Bank, Ltd. 0.14% New 2,700 $569K
Forum Private Client Group LLC 0.27% Reduce -0.5% 2,685 $566K
Custom Portfolio Group LLC 0.44% Reduce -0.9% 2,720 $564K
Cannon Financial Strategists, Inc. 0.11% Reduce -59.4% 2,675 $563K
Cambridge Capital Management, LLC 0.42% Reduce -2.3% 2,674 $563K
Petrus Trust Company, LTA 0.05% Reduce -25.1% 2,653 $559K
Leith Wheeler Investment Counsel Ltd. 0.05% Reduce -1.9% 2,653 $559K
Stegner Investment Associates Inc. 0.40% New 2,647 $558K
Continuum Wealth Advisors, LLC 0.29% Reduce -10.4% 2,622 $552K
Avalon Advisory Group 0.26% Reduce -6.8% 2,622 $552K
Diversified Investment Strategies, LLC 0.39% Reduce -18.3% 2,615 $551K
One Wealth Map LLC 0.34% Reduce -1.4% 2,451 $549K
Beddow Capital Management Inc. 0.25% No change 2,600 $548K
Schwallier Wealth Management LLC 0.44% Reduce -2.0% 2,593 $546K
Beacon Financial Strategies CORP 0.39% Reduce -14.9% 2,587 $545K
LifePlan Financial, LLC 0.50% New 2,572 $542K
Erickson Financial Group, LLC 0.41% No change 2,566 $540K
Investidor Profissional Gestao de Recursos Ltda. 0.47% New 2,565 $540K
LifeGuide Financial Advisors, LLC 0.26% Reduce -37.6% 2,561 $539K
Boothe Investment Group, Inc. 0.25% New 2,486 $539K
Williamson Legacy Group, LLC 0.40% Add +3.9% 2,550 $537K
Louisbourg Investments Inc. 0.15% Reduce -30.7% 2,940 $534K
Alpha Financial Advisors, LLC 0.26% Add +1.6% 2,535 $534K
Andina Capital Management, LLC 0.40% Add +8.4% 2,532 $533K
Leading Edge Financial Planning LLC 0.21% Reduce -62.2% 2,524 $532K
Rice Hall James & Associates, LLC 0.03% Reduce -5.6% 2,510 $529K
Shearwater Capital LLC 0.39% Add +61.9% 2,500 $527K
Moneywise, Inc. 0.28% Add +2.1% 2,497 $526K
Knott David M Jr 0.21% No change 2,494 $525K
Kahn Brothers Group Inc. 0.09% No change 2,492 $525K
VanWeelden Wealth Management, LLC 0.45% — 2,539 $521K
Sugar Maple Asset Management, LLC 0.50% Add +0.7% 2,467 $520K
Stage Harbor Financial, LLC 0.50% Add +18.2% 2,460 $518K
Absolute Capital Management, LLC 0.31% Add +24.2% 2,459 $518K
TAGStone Capital, Inc. 0.29% Add +9.5% 2,454 $517K
Morton Community Bank 0.15% No change 2,444 $515K
Dakota Community Bank & Trust NA 2.76% Reduce -3.8% 2,440 $514K
Semmax Financial Advisors Inc. 0.15% Add +67.4% 2,297 $509K
Randolph Co Inc 0.06% No change 2,411 $508K
Sciencast Management LP 0.18% New 2,400 $505K
Fairholme Capital Management 0.04% No change 2,400 $505K
Kiely Wealth Advisory Group, Inc. 0.28% No change 2,353 $500K
Peloton Wealth Strategists 0.21% Reduce -10.9% 2,359 $497K
Conscious Wealth Investments, LLC 0.36% Add +4.0% 2,206 $496K
LPF Advisors LLC 0.46% Add +4.5% 2,355 $496K
AdvisorShares Investments LLC 0.09% Reduce -1.1% 2,288 $496K
Wela Strategies, Inc. 0.23% Reduce -2.1% 2,348 $495K
Corrado Advisors, LLC 0.32% Reduce -5.3% 2,334 $492K
Redmont Wealth Advisors LLC 0.78% Reduce -7.9% 2,328 $490K
SkyView Investment Advisors, LLC 0.09% Add +0.0% 2,324 $489K
VERITY Wealth Advisors 0.37% No change 2,318 $488K
Wealthstar Advisors, LLC 0.39% Reduce -75.6% 2,309 $486K
Beacon Capital Management, Inc. 0.02% Reduce -1.7% 2,299 $484K
Hassell Wealth Management, LLC 0.22% No change 2,206 $483K
Hobart Private Capital, LLC 0.14% Add +6.3% 2,289 $482K
Magnolia Wealth Management, LLC 0.36% Reduce -86.0% 2,288 $482K
Trademark Financial Management, LLC 0.39% Reduce -1.8% 2,286 $481K
Kickstand Ventures, Llc. 0.13% Reduce -1.1% 2,277 $479K
Arlington Capital Management, Inc. 0.42% Add +0.1% 2,274 $479K
Kraft Asset Management, LLC 0.40% Add +56.7% 2,267 $477K
Scholtz & Company, LLC 0.20% Reduce -9.2% 2,235 $471K
Sachem Hill LLC 0.10% Reduce -1.9% 2,230 $470K
Mendota Financial Group, LLC 0.25% Reduce -1.1% 2,226 $469K
Bellevue Group AG 0.01% No change 2,200 $463K
Vantage Consulting Group Inc 0.34% Reduce -21.3% 2,194 $462K
Ironsides Asset Advisors, LLC 0.15% Reduce -18.6% 2,190 $461K
Berkeley, Inc 0.29% No change 2,187 $461K
Inceptionr LLC 0.13% New 2,167 $456K
Navis Wealth Advisors, LLC 0.52% Add +9.5% 2,152 $453K
Orcam Financial Group 0.49% No change 2,149 $453K
Keene & Associates, Inc. 0.36% Reduce -5.8% 2,125 $448K
Peirce Capital Management, LLC 0.24% Reduce -0.5% 2,120 $447K
Adaptive Financial Consulting, LLC 0.19% Reduce -10.5% 2,117 $446K
Advantage Trust Co 0.32% Add +6.6% 2,105 $443K
Kapitalo Investimentos Ltda 0.13% Reduce -59.7% 2,103 $443K
Stack Financial Management, Inc 0.04% New 2,101 $443K
Virtus Family Office LLC 0.60% Reduce -0.7% 2,100 $442K
nVerses Capital, LLC 0.26% Add +110.0% 2,100 $442K
OxenFree Capital LLC 0.39% Reduce -25.4% 2,097 $442K
Horizon Advisory Services, Inc. 0.21% Reduce -6.9% 2,086 $439K
Balanced Rock Investment Advisors LLC 0.37% Reduce -3.4% 2,085 $439K
BancFirst Trust & Investment Management 0.21% Add +22.4% 2,048 $439K
Sunesis Advisors, LLC 0.26% No change 2,081 $438K
Verdad Advisers, LP 0.50% Reduce -7.6% 2,061 $434K
Breakwater Investment Management 0.19% Add +11.3% 2,033 $428K
Intrinsic Value Partners, LLC 0.44% New 2,012 $424K
BlueSpruce Investments, LP 0.01% New 2,011 $424K
Aspect Partners, LLC 0.25% Add +1.5% 2,010 $423K
West Tower Group, LLC 1.14% New 2,000 $421K
Aristides Capital LLC 0.18% Reduce -69.7% 2,000 $421K
swisspartners Advisors Ltd 0.42% No change 2,188 $416K
Qsemble Capital Management, LP 0.08% Reduce -71.4% 1,968 $415K
BayBridge Capital Group, LLC 0.32% Reduce -1.2% 1,915 $403K
SigFig Wealth Management, LLC 0.02% No change 2,080 $401K
North Ridge Wealth Advisors, Inc. 0.30% New 1,901 $400K
Castellan Group 0.19% No change 1,884 $397K
Dean, Jacobson Financial Services, LLC 0.32% No change 1,871 $394K
Alexander Randolph Advisory, Inc. 0.37% No change 1,868 $393K
Kathleen S. Wright Associates Inc. 0.18% No change 1,841 $388K
Ironwood Investment Management LLC 0.21% No change 1,836 $387K
Pearl River Capital, LLC 0.06% New 1,817 $383K
Marathon Strategic Advisors, LLC 0.45% Reduce -8.8% 1,812 $382K
Fairway Wealth LLC 0.22% Add +179.5% 1,800 $379K
William B. Walkup & Associates, Inc. 0.25% — 1,792 $377K
AF Advisors, Inc. 0.07% Reduce -0.5% 1,788 $377K
IFS Advisors, LLC 0.31% No change 1,770 $373K
Meixler Investment Management, Ltd. 0.29% Add +22.4% 1,763 $371K
Schiavi & Co LLC 0.14% Reduce -2.4% 1,746 $368K
Livelsberger Financial Advisory 5.43% Add +0.1% 1,727 $364K
Richardson Capital Management LLC 0.28% Add +2.0% 1,713 $361K
Deane Retirement Strategies, Inc. 0.18% No change 1,704 $359K
McCarthy & Cox 0.14% Reduce -21.5% 1,701 $358K
Buska Wealth Management, LLC 0.14% Reduce -7.7% 1,681 $354K
Marmo Financial Group, LLC 0.21% No change 1,681 $354K
Alpha Omega Group, Inc. 0.45% Add +6.1% 1,675 $353K
ESL Trust Services, LLC 0.09% Add +19.3% 1,658 $349K
Frontier Asset Management, LLC 0.13% Add +0.1% 1,657 $349K
Jacobson & Schmitt Advisors, LLC 0.08% New 1,651 $348K
R.m.sincerbeaux Capital Management LLC 0.23% Reduce -26.7% 1,648 $347K
Acute Investment Advisory, LLC 0.20% Reduce -0.8% 1,648 $347K
Cultivar Capital, Inc. 0.29% Reduce -11.4% 1,638 $345K
Roger Wittlin Investment Advisory, LLC 0.22% No change 1,618 $341K
Citadel Investment Advisory, Inc. 0.19% No change 1,600 $337K
Alpha Square Group S LLC 0.62% New 1,600 $337K
Brooklyn FI, LLC 0.13% Reduce -1.4% 1,588 $334K
ETF Store, Inc. 0.34% Reduce -15.6% 1,587 $334K
ArchPoint Investors 0.13% New 1,586 $334K
Pacific Wealth Management 0.17% No change 1,580 $333K
FMFE Wealth Management, LLC 0.31% No change 1,577 $332K
Sumitomo Mitsui Financial Group, Inc. 0.01% Reduce -82.9% 1,548 $331K
Atlantic Private Wealth, LLC 0.27% Add +14.6% 1,568 $330K
Contravisory Investment Management, Inc. 0.07% Reduce -58.5% 1,564 $329K
F&V Capital Management, LLC 0.10% Reduce -17.1% 1,555 $328K
Resolute Advisors LLC 0.08% No change 1,555 $328K
DORVAL Corp 0.14% No change 1,700 $327K
Letson Investment Management, Inc. 0.14% Add +5.5% 1,549 $326K
BCR Wealth Strategies, LLC 0.21% No change 1,537 $323K
Vannoy Advisory Group, Inc. 0.25% No change 1,532 $323K
Kings Path Partners LLC 0.15% — 1,530 $322K
Kirr Marbach & Co. LLC 0.08% No change 1,522 $320K
Hillcrest Wealth Advisors - NY, LLC 0.17% Reduce -14.8% 1,514 $319K
Bullseye Investment Management, LLC 0.22% Reduce -3.7% 1,436 $318K
Divergent Wealth Advisors 0.06% New 1,507 $317K
First Wilshire Securities Management Inc. 0.10% Reduce -14.1% 1,507 $317K
MilWealth Group LLC 0.10% No change 1,501 $316K
WINTON GROUP Ltd 0.02% New 1,501 $316K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.05% No change 1,500 $316K
Midwest Heritage Bank, FSB 0.16% New 1,495 $315K
Bear Mountain Capital, Inc. 0.13% Reduce -12.8% 1,363 $314K
Platt Investment Counsel, LLC 0.30% No change 1,487 $313K
Strategic Equity Management 0.20% Reduce -1.9% 1,478 $311K
DSC Advisors, L.P. 1.04% Reduce -5.6% 1,477 $311K
Disciplined Growth Investors Inc. 0.01% No change 1,464 $308K
Arbor Wealth Advisors LLC 0.30% No change 1,456 $307K
Swmg, LLC 0.14% New 1,453 $306K
Olympiad Research LP 0.22% New 1,427 $301K
Asset Planning Services Inc. /La/ 0.16% No change 1,407 $297K
Socha Financial Group, LLC 0.14% Reduce -87.3% 1,403 $296K
Ciovacco Capital Management LLC 0.19% No change 1,389 $293K
Gainplan LLC 0.14% Reduce -28.2% 1,380 $291K
Burrus Financial Services, Inc. 0.15% Add +0.1% 1,376 $290K
Brown Financial Advisory 0.22% Add +3.8% 1,364 $287K
Crosspoint Financial, LLC 1.17% New 1,364 $287K
Compass Financial Group, Inc. 0.14% Add +2.7% 1,257 $285K
Thomas J. Herzfeld Advisors, Inc. 0.10% New 1,330 $280K
Windham Capital Management, LLC 0.22% No change 1,326 $279K
American Capital Management Inc. 0.01% No change 1,316 $277K
Pacific Financial Group Inc. 0.20% Add +8.0% 1,309 $276K
Touchstone Capital, Inc. 0.43% No change 1,300 $274K
Team Hewins, LLC 0.11% New 1,297 $273K
E Fund Management (Hong Kong) Co., Ltd. 0.17% Reduce -51.9% 1,287 $271K
Samjo Management, LLC 0.10% No change 1,280 $270K
Members Advisory Group LLC 0.15% Reduce -0.5% 1,278 $269K
Cornerstone Management, Inc. 0.06% Reduce -4.1% 1,269 $267K
Financial Life Advisors 0.11% No change 1,267 $267K
Oak Thistle LLC 0.20% Reduce -35.9% 1,259 $265K
Templeton & Phillips Capital Management, LLC 0.23% No change 1,256 $265K
Bay Harbor Wealth Management, LLC 0.09% Reduce -0.2% 1,254 $264K
Accordant Advisory Group Inc 0.26% Reduce -88.3% 1,249 $263K
Applied Capital LLC 0.15% Reduce -17.6% 1,238 $261K
Tranquilli Financial Advisor LLC 0.17% Reduce -35.4% 1,199 $260K
Raymond James Trust Co. of NH 2.40% Add +0.3% 1,222 $257K
Swan Global Investments, LLC 0.01% New 1,221 $257K
Stuart Investment Advisors, Inc. 0.16% Add +2.2% 1,215 $256K
Fee-Only Financial Planning, L.C. 0.17% No change 1,202 $253K
Twele Capital Management, Inc. 0.06% New 1,202 $253K
Safir Wealth Advisors, LLC 0.21% No change 1,200 $253K
Envision Financial Planning, LLC 0.19% Reduce -6.6% 1,196 $252K
AlphaQ Advisors LLC 0.74% Reduce -89.0% 1,193 $251K
Schaeffer Financial LLC 0.27% Add +0.1% 1,190 $251K
Campbell & CO Investment Adviser LLC 0.02% Reduce -72.2% 1,189 $250K
Thor Investment Management Inc. /Oh/ 0.20% Reduce -3.7% 1,187 $250K
Savior LLC 1.29% New 1,176 $248K
Cardinal Capital Management, Inc. 0.01% Reduce -11.3% 1,175 $247K
Hanover Advisors Inc. 0.11% New 1,146 $241K
Clarity Asset Management, Inc. 0.16% Add +148.5% 1,096 $231K
Chartist Inc. 0.12% New 1,076 $227K
Wallace Hart LLC 0.18% New 1,072 $226K
1492 Capital Management LLC 0.13% New 1,067 $225K
Mills Wealth Advisors LLC 0.16% New 1,059 $223K
Gsa Capital Partners LLP 0.02% Reduce -55.5% 1,055 $222K
Robotti Robert 0.03% New 1,047 $220K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.16% New 1,040 $219K
Theory Financial LLC 0.10% New 1,031 $217K
Sequent Asset Management, LLC 0.11% New 1,014 $214K
Legacy Wealth Management, LLC 0.02% Reduce -46.9% 1,001 $211K
Simplify Asset Management Inc. 0.02% New 997 $210K
SMH Capital Advisors Inc. 0.64% New 991 $209K
Benchmark Wealth Management, LLC 0.11% New 988 $208K
Triune Financial Partners, LLC 0.07% New 979 $206K
Sage Financial Group Inc. 0.02% New 977 $206K
Twin City Private Wealth, LLC 0.19% Reduce -66.8% 970 $204K
Triasima Portfolio Management inc. 0.02% Reduce -40.6% 970 $204K
Axim Planning & Wealth 0.24% Reduce -23.4% 966 $203K
SIMA Wealth Partners, LLC 0.19% — 960 $202K
Family CFO Inc 0.12% No change 890 $187K
EMC Capital Management 0.10% No change 831 $181K
Hoese & Co LLP 0.15% Add +6.7% 912 $175K
Perritt Capital Management Inc 0.09% Reduce -1.2% 770 $162K
MidAtlantic Capital Management, Inc. 0.12% No change 688 $145K
Disciplina Capital Management LLC 0.02% Add +0.1% 683 $144K
Disciplined Equity Management, Inc. 0.09% No change 666 $140K
Barometer Capital Management Inc. 0.05% New 592 $125K
Grayhawk Investment Strategies Inc. 0.56% No change 588 $124K
Friedenthal Financial 0.08% No change 578 $122K
Cordant, Inc. 0.06% No change 505 $106K
Access Investment Management LLC 0.03% Reduce -49.0% 417 $88K
Morgan Dempsey Capital Management LLC 0.02% No change 330 $70K
Geo Capital Gestora de Recursos Ltd 0.06% Reduce -92.1% 310 $65K
Quarry LP 0.02% Reduce -9.9% 265 $56K
PayPay Securities Corp 4.08% Reduce -39.1% 232 $49K
Hussman Strategic Advisors, Inc. 0.01% Reduce -66.7% 210 $44K
4Thought Financial Group Inc. 0.03% No change 206 $43K
Hershey Financial Advisers, LLC 0.04% — 200 $42K
Christopher J. Hasenberg, Inc 0.02% Reduce -19.8% 162 $34K
Avenir Tech Ltd 0.01% — 100 $21K
Longfellow Investment Management Co. LLC 0.00% No change 81 $17K
New Age Alpha Advisors, LLC 0.01% New 55 $12K
Consultiva Wealth Management, Corp. 0.10% No change 53 $11K
USA Financial Formulas 0.00% Reduce -65.9% 30 $6K
McClarren Financial Advisors, Inc. 0.04% Reduce -77.9% 5,265 $5K
Capco Asset Management, LLC 0.00% No change 8 $2K
PEAK6 Investments LLC 0.00% Reduce -100.0% 2 $516
AlphaQuest LLC 0.00% Reduce -100.0% 2 $421

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