AppleAAPL

13F holders, Q3 2024 (September 30)
5,100holders −27
82new positions
128sold out
26famous investors
$232.75avg. 13F price*

At the end of Q3 2024, 5,100 institutions reported holding Apple Inc. (AAPL) in their 13F filings, down 27 from Q2 2024. 82 opened new positions and 128 sold out. The largest holders were Vanguard Group Inc. ($313.8B), BlackRock, Inc. ($254.8B) and State Street Corp. ($136.1B). 26 famous investors held it, including Duan Yongping (74.3% of H&H International Investment's portfolio), Warren Buffett (26.2% of Berkshire Hathaway's portfolio) and Ken Fisher (5.6% of Fisher Asset 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions82$2.7B
Exits128$7.7B

All 13F filers, Q2 2024 → Q3 2024: 285,740,527 shares bought and 348,517,245 shares sold, net −62,776,718 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5,100 holders

Vanguard Group Inc. 5.62% Add +1.6% 1,346,616,669 $313.8B
BlackRock, Inc. 5.37% — 1,093,618,174 $254.8B
State Street Corp. 5.54% Add +10.6% 584,010,284 $136.1B
FMR LLC 5.17% Add +5.3% 363,859,362 $84.8B
Geode Capital Management, LLC 6.28% Add +6.5% 333,857,500 $77.5B
Berkshire Hathaway 26.24% Reduce -25.0% 300,000,000 $69.9B
T. Rowe Price Associates Inc. 6.32% Add +3.1% 235,581,369 $54.9B
Morgan Stanley 3.91% Add +0.2% 231,460,925 $53.9B
Norges Bank 5.89% Add +1.9% 180,983,675 $42.2B
JPMorgan Chase & Co. 3.35% Reduce -1.1% 179,306,346 $41.8B
Northern Trust Corp. 5.77% Reduce -1.1% 151,306,059 $35.3B
Bank of America Corp. 2.54% Add +1.4% 124,344,685 $29.0B
Legal & General Group Plc 7.01% Add +4.8% 114,422,029 $26.7B
Bank of New York Mellon Corp 4.75% Reduce -2.4% 109,659,738 $25.6B
Wellington Management Group LLP 3.94% Reduce -7.2% 96,394,516 $22.5B
Charles Schwab Investment Management Inc. 4.22% Add +6.6% 94,942,731 $22.1B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 5.48% Add +1.9% 91,568,390 $21.3B
Goldman Sachs Group Inc. 3.85% Reduce -4.5% 86,514,737 $20.2B
Nuveen Asset Management, LLC 5.41% Add +0.1% 82,544,919 $19.2B
Capital Research Global Investors 3.46% Add +3.4% 71,429,304 $16.6B
Invesco Ltd. 2.97% Add +7.2% 65,890,166 $15.4B
Royal Bank of Canada 3.16% Reduce -0.9% 61,010,938 $14.2B
UBS Group AG 3.86% Add +4.9% 59,163,295 $13.8B
Wells Fargo & Company 3.35% Reduce -1.3% 59,122,609 $13.8B
Fisher Asset Management 5.60% Add +1.9% 58,615,053 $13.7B
Capital International Investors 2.57% Add +6.5% 57,398,273 $13.4B
Barclays PLC 5.90% Add +0.9% 57,367,429 $13.4B
H&H International Investment 74.33% Reduce -17.4% 52,769,155 $12.3B
Dimensional Fund Advisors LP 2.97% Reduce -0.7% 52,617,003 $12.3B
Amundi 4.45% Add +3.0% 53,342,080 $12.0B
Ameriprise Financial Inc. 2.93% Reduce -5.8% 48,761,733 $11.4B
Franklin Resources Inc. 3.04% Add +18.6% 46,376,594 $10.7B
Deutsche Bank AG 4.29% Add +8.5% 45,141,614 $10.5B
Capital World Investors 1.57% Add +3.2% 43,342,637 $10.1B
Swiss National Bank 6.54% Reduce -0.5% 43,239,168 $10.1B
HSBC Holdings PLC 6.16% Reduce -0.3% 42,407,835 $9.9B
Jennison Associates LLC 5.92% Add +0.1% 40,958,068 $9.5B
California Public Employees Retirement System 6.36% Add +0.8% 39,009,001 $9.1B
American Century Companies Inc. 4.80% Add +2.2% 35,384,648 $8.2B
Sumitomo Mitsui Trust Group, Inc. 5.57% Add +1.3% 34,486,195 $8.0B
Bank of Montreal 3.56% Add +1.3% 33,391,450 $7.6B
Janus Henderson Group PLC 3.77% Add +0.1% 31,585,766 $7.4B
Rhumbline Advisers 6.09% Add +0.7% 28,954,965 $6.7B
Massachusetts Financial Services Co. 1.99% Reduce -1.0% 28,548,478 $6.7B
National Pension Service 6.27% Add +14.0% 27,882,996 $6.5B
Alliancebernstein L.P. 2.17% Reduce -2.1% 27,770,379 $6.5B
Arrowstreet Capital, Limited Partnership 5.35% Reduce -4.7% 26,987,143 $6.3B
State Farm Mutual Automobile Insurance Co. 5.19% No change 25,661,032 $6.0B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 6.20% Reduce -7.9% 25,450,131 $5.9B
California State Teachers Retirement System 6.40% Reduce -0.9% 23,562,697 $5.5B
Mitsubishi UFJ Asset Management Co., Ltd. 5.55% Add +11.1% 22,272,860 $5.2B
Principal Financial Group Inc. 2.78% Add +7.8% 21,886,668 $5.1B
SG Americas Securities, LLC 18.92% Add +691.3% 21,077,959 $4.9B
PNC Financial Services Group, Inc. 2.93% Reduce -1.3% 19,719,823 $4.6B
New York State Common Retirement Fund 6.17% Reduce -7.3% 19,559,067 $4.6B
Nordea Investment Management AB 5.14% Add +0.7% 19,547,771 $4.5B
Raymond James & Associates 2.66% Reduce -3.7% 18,723,611 $4.4B
LPL Financial LLC 1.93% Add +5.0% 18,512,413 $4.3B
Sanders Capital, LLC 6.21% Add +0.2% 18,396,954 $4.3B
Swedbank AB 5.31% Reduce -10.7% 17,875,460 $4.2B
Manufacturers Life Insurance Company, The 3.67% Add +3.6% 17,780,297 $4.1B
Citigroup Inc. 3.84% Add +2.1% 17,721,991 $4.1B
TD Asset Management Inc 3.59% Add +6.8% 17,874,867 $4.1B
Neuberger Berman Group LLC 3.14% Reduce -0.3% 17,257,365 $4.0B
Fayez Sarofim & Co 9.93% Reduce -0.5% 16,770,963 $3.9B
Prudential Financial Inc. 5.28% Add +5.0% 16,089,369 $3.7B
Clearbridge Investments, LLC 2.94% Add +2.0% 16,044,439 $3.7B
Voya Investment Management LLC 4.48% Reduce -19.7% 15,965,661 $3.7B
Adage Capital Partners Gp, L.L.C. 5.85% Add +2.4% 14,204,179 $3.3B
Ensign Peak Advisors, Inc 5.79% Reduce -2.9% 14,125,782 $3.3B
New York State Teachers Retirement System 6.72% Add +0.7% 13,984,461 $3.3B
State Board of Administration of Florida Retirement System 6.20% Reduce -2.3% 13,959,171 $3.3B
CANADA LIFE ASSURANCE Co 5.57% Add +3.0% 13,707,447 $3.2B
Mariner, LLC 5.64% Add +1.1% 13,674,034 $3.2B
Schroder Investment Management Group 3.25% Add +12.7% 13,552,379 $3.2B
Bessemer Group Inc. 5.03% Add +6.8% 13,115,732 $3.1B
Envestnet Asset Management Inc. 0.97% Add +2.2% 12,837,372 $3.0B
BNP Paribas Financial Markets 2.93% Add +0.5% 12,833,383 $3.0B
Aberdeen Group plc 5.46% Reduce -4.7% 12,816,397 $3.0B
Corient Private Wealth LP 4.47% Reduce -3.0% 12,144,551 $2.8B
Canada Pension Plan Investment Board 2.64% Add +1.6% 11,948,748 $2.8B
Robeco Institutional Asset Management B.V. 5.50% Add +7.3% 11,881,140 $2.8B
Stifel Financial Corp. 2.88% Add +0.9% 11,781,730 $2.7B
Bank of Nova Scotia 5.47% Add +6.2% 11,603,061 $2.7B
Commonwealth Equity Services, LLC 4.07% Reduce -3.9% 11,516,349 $2.7B
Russell Investments Group, Ltd. 3.89% Add +9.0% 11,513,647 $2.7B
CIBC Private Wealth Group LLC 4.75% Add +0.3% 11,385,366 $2.7B
Korea Investment CORP 6.28% Add +0.7% 11,353,860 $2.6B
US Bancorp \de 3.35% Reduce -0.8% 11,210,199 $2.6B
Victory Capital Management Inc. 2.54% Add +1.2% 11,160,676 $2.6B
HighTower Advisors, LLC 3.77% Reduce -2.8% 10,986,606 $2.6B
Lazard Asset Management LLC 3.59% Add +3.0% 10,729,055 $2.5B
DekaBank Deutsche Girozentrale 4.61% Add +0.2% 10,884,086 $2.5B
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 5.92% Add +19.9% 10,252,147 $2.4B
Allianz Asset Management GmbH 3.68% Reduce -2.8% 10,192,111 $2.4B
Chevy Chase Trust Holdings, LLC 7.19% Add +3.4% 10,061,591 $2.3B
Royal London Asset Management Ltd. 5.67% Add +0.3% 9,887,520 $2.3B
Macquarie Group Ltd. 2.49% Add +4.8% 9,873,027 $2.3B
Caisse de depot et placement du Quebec 4.44% Add +18.2% 9,583,232 $2.2B
Assenagon Asset Management S.A. 4.60% Reduce -25.2% 9,575,751 $2.2B
Creative Planning 2.19% Add +3.9% 9,615,504 $2.2B
Baird Financial Group, Inc. 4.27% Reduce -0.1% 9,442,439 $2.2B
National Bank of Canada 2.85% Reduce -26.9% 9,194,013 $2.1B
Raymond James Financial Services Advisors, Inc. 2.84% Reduce -2.5% 9,130,395 $2.1B
Marshall Wace, LLP 2.78% Add +12.7% 9,092,096 $2.1B
Aviva PLC 5.46% Add +3.1% 8,984,686 $2.1B
State of Wisconsin Investment Board 5.24% Add +2.5% 8,921,552 $2.1B
Mitsubishi UFJ Trust & Banking Corp 4.58% Reduce -3.2% 8,614,112 $2.0B
D. E. Shaw & Co. 2.85% Reduce -14.0% 8,601,774 $2.0B
Pictet Asset Management Holding SA 2.16% Reduce -0.8% 8,435,425 $2.0B
FIL Ltd 1.76% Reduce -11.7% 8,331,142 $1.9B
Danske Bank A/S 6.37% Add +3.2% 8,206,317 $1.9B
Healthcare of Ontario Pension Plan Trust Fund 4.66% Reduce -18.2% 8,190,306 $1.9B
AQR Capital Management 2.59% Reduce -1.3% 8,116,898 $1.9B
Zurcher Kantonalbank (Zurich Cantonalbank) 5.58% Add +4.0% 8,039,914 $1.9B
ProShare Advisors LLC 4.53% Add +7.8% 7,936,498 $1.8B
Storebrand Asset Management As 5.81% Add +7.4% 7,920,739 $1.8B
Toronto Dominion Bank 3.26% Reduce -21.1% 7,912,954 $1.8B
Los Angeles Capital Management LLC 7.36% Reduce -14.6% 7,819,564 $1.8B
T. Rowe Price Investment Management, Inc. 1.09% Reduce -6.1% 7,768,415 $1.8B
Winslow Capital Management, LLC 6.37% Reduce -6.5% 7,604,869 $1.8B
Mackenzie Financial Corp. 2.46% Add +12.1% 7,594,088 $1.8B
Public Employees Retirement Association of Colorado 6.78% Reduce -0.2% 7,329,067 $1.7B
Cerity Partners LLC 3.74% Add +18.2% 7,271,752 $1.7B
Natixis Advisors, LLC 3.27% Add +13.8% 7,192,453 $1.7B
Sei Investments Co. 2.17% Add +13.2% 7,159,429 $1.7B
Truist Financial Corp. 2.60% Add +1.4% 7,090,708 $1.7B
AXA S.A. 4.74% Reduce -5.3% 6,841,301 $1.6B
Polen Capital Management LLC 4.05% New 6,736,143 $1.6B
First Manhattan Co. Llc. 4.61% Reduce -1.0% 6,675,982 $1.6B
Circle Wealth Management, LLC 34.32% Reduce -8.7% 6,638,011 $1.5B
Treasurer of the State of North Carolina 6.14% Reduce 0.0% 6,588,618 $1.5B
Handelsbanken Fonder AB 5.98% Reduce -1.4% 6,493,213 $1.5B
Blair William & Co. 4.37% Reduce -0.4% 6,384,952 $1.5B
GMO 4.63% Add +5.4% 6,340,027 $1.5B
Nomura Asset Management Co. Ltd. 4.54% Reduce -0.9% 6,274,630 $1.5B
Wealth Enhancement Advisory Services, LLC 3.14% Add +3.4% 6,261,038 $1.5B
Jacobs Levy Equity Management, Inc. 5.62% Reduce -0.6% 6,253,358 $1.5B
Fifth Third Bancorp 5.22% Reduce -0.3% 6,182,053 $1.4B
ING Groep NV 8.29% Reduce -2.2% 6,120,105 $1.4B
King Luther Capital Management Corp. 6.08% Reduce -0.5% 6,037,915 $1.4B
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 3.14% Reduce -1.6% 5,950,223 $1.4B
Asset Management One Co., Ltd. 4.91% Add +2.4% 5,920,446 $1.4B
Osaic Holdings, Inc. 3.08% Add +6.0% 5,851,735 $1.4B
Acadian Asset Management LLC 4.23% Add +2.1% 5,849,380 $1.4B
Panagora Asset Management Inc. 6.51% Add +5.5% 5,843,022 $1.4B
STRS Ohio 5.21% Reduce -2.5% 5,810,508 $1.4B
Thrivent Financial for Lutherans 2.55% Add +7.4% 5,746,560 $1.3B
Rockefeller Capital Management L.P. 3.60% Reduce -2.5% 5,741,681 $1.3B
William Blair Investment Management, LLC 3.28% Add +44.1% 5,709,145 $1.3B
State of Tennessee, Department of Treasury 4.58% Add +0.3% 5,589,818 $1.3B
M&T Bank Corp 4.25% Reduce -4.1% 5,546,502 $1.3B
Two Sigma Advisers, LP 3.02% Reduce -10.8% 5,530,500 $1.3B
Keybank National Association 4.87% Reduce -3.9% 5,423,118 $1.3B
Retirement Systems of Alabama 4.68% Reduce -1.3% 5,366,334 $1.3B
State of New Jersey Common Pension Fund D 5.15% Reduce -0.6% 5,362,038 $1.2B
KBC Group NV 3.77% Reduce -13.2% 5,349,517 $1.2B
Cetera Investment Advisers 2.65% Reduce -0.5% 5,191,490 $1.2B
Alphinity Investment Management Pty Ltd 6.98% Add +88.3% 5,074,071 $1.2B
Bank Julius Baer & Co. Ltd, Zurich 3.96% Reduce -4.7% 4,441,098 $1.2B
Credit Agricole S A 6.12% Add +62.5% 5,019,439 $1.2B
Menora Mivtachim Holdings LTD. 7.35% Add +7.1% 5,004,881 $1.2B
Captrust Financial Advisors 3.41% Add +1.8% 4,934,005 $1.1B
Viking Global Investors 4.13% Add +5.8% 4,859,142 $1.1B
Flossbach Von Storch SE 4.42% Reduce -18.2% 4,826,955 $1.1B
Fred Alger Management, LLC 5.45% Add +1.1% 4,822,803 $1.1B
Brown Advisory Inc. 1.40% Reduce -1.4% 4,796,940 $1.1B
Mirae Asset Global Investments Co., Ltd. 4.94% Add +9.4% 4,910,937 $1.1B
AustralianSuper Pty Ltd 5.54% Add +14.4% 4,767,379 $1.1B
Skandinaviska Enskilda Banken AB (publ) 5.06% Reduce -8.5% 4,704,800 $1.1B
Janney Montgomery Scott LLC 3.06% Reduce -1.3% 4,704,442 $1.1B
UniSuper Management Pty Ltd 8.15% Add +6.9% 4,650,499 $1.1B
Allspring Global Investments Holdings, LLC 1.67% Reduce -3.5% 4,620,052 $1.1B
MetLife Investment Management, LLC 6.15% Add +1.8% 4,604,031 $1.1B
1832 Asset Management L.P. 1.77% Reduce -23.6% 4,538,958 $1.1B
Cambridge Investment Research Advisors, Inc. 3.58% Add +1.4% 4,514,910 $1.1B
State of Michigan Retirement System 5.19% Add +4.5% 4,487,625 $1.0B
Resona Asset Management Co.,Ltd. 6.04% Reduce -2.1% 4,486,935 $1.0B
Everett Harris & Co. 12.67% Reduce -0.7% 4,373,933 $1.0B
Nisa Investment Advisors, LLC 5.98% Reduce -4.4% 4,335,564 $1.0B
Calamos Advisors LLC 6.94% Reduce -0.6% 4,305,365 $1.0B
Parnassus Investments, LLC 2.08% Reduce -48.0% 4,207,040 $980.2M
Cibc World Market Inc. 2.20% Add +0.7% 4,196,001 $977.7M
Arizona State Retirement System 6.16% Reduce -1.4% 4,191,976 $976.7M
Performance Wealth Partners, LLC 33.37% Add +0.9% 4,160,187 $969.3M
Glenmede Trust Co. NA 4.63% Add +1.4% 4,150,902 $967.2M
Corebridge Financial, Inc. 5.16% Add +1.4% 4,145,414 $965.9M
Public Sector Pension Investment Board 5.13% Add +15.8% 4,080,886 $950.8M
Teacher Retirement System of Texas 4.51% Add +13.9% 4,071,437 $948.6M
Commerce Bank 5.70% Add +0.1% 3,989,864 $929.6M
Forsta Ap-Fonden 7.00% Add +8.6% 3,910,100 $911.1M
SpiderRock Advisors, LLC 19.37% Add +2.2% 3,876,964 $903.3M
CIBC Asset Management Inc 2.93% Add +7.6% 3,874,982 $902.8M
Comerica Bank 3.55% Reduce -2.2% 3,854,007 $898.0M
Cardano Risk Management B.V. 15.50% Add +2.9% 3,723,104 $876.5M
Focus Partners Wealth 2.78% Reduce -2.4% 3,751,908 $871.4M
Westfield Capital Management Co. LP 3.93% Reduce -2.0% 3,737,306 $870.8M
Man Group plc 2.52% Reduce -26.6% 3,683,202 $858.2M
Jensen Investment Management Inc. 7.15% Reduce -5.6% 3,667,698 $854.6M
DNB Asset Management AS 3.81% Reduce -14.7% 3,619,694 $843.4M
Cresset Asset Management, LLC 3.26% Add +5.7% 3,598,181 $838.4M
Candriam S.C.A. 4.80% Add +0.1% 3,558,476 $829.1M
Xponance LLC 7.94% Add +0.7% 3,530,965 $822.7M
Northwestern Mutual Wealth Management Co. 0.72% Reduce -0.6% 3,454,895 $805.0M
Daiwa Securities Group Inc. 3.69% Add +14.3% 3,394,287 $790.9M
AMF Tjanstepension AB 5.63% Add +21.1% 3,380,064 $787.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 4.87% Add +4.5% 3,309,794 $771.2M
Scotia Capital Inc. 4.12% Add +0.3% 3,304,271 $769.9M
Renaissance Technologies 1.15% Add +90.3% 3,276,203 $763.4M
Zurich Insurance Group Ltd 6.44% Reduce -7.8% 3,260,506 $759.7M
Amalgamated Bank 6.14% Add +3.1% 3,201,193 $745.9M
Artisan Partners Limited Partnership 1.10% Add +3593.3% 3,157,423 $735.7M
Czech National Bank 7.27% Add +12.8% 3,097,244 $721.7M
Worldquant Millennium Advisors LLC 5.27% Add +16.6% 3,091,075 $720.2M
Nissay Asset Management Corp. /Japan 4.54% Add +15.2% 3,077,469 $717.1M
Sustainable Growth Advisers, LP 3.04% Reduce -1.6% 3,074,840 $716.4M
Fort Washington Investment Advisors Inc. 4.35% Reduce -1.3% 3,073,934 $716.2M
CI Investments Inc. 2.66% Reduce -1.7% 3,002,763 $699.6M
IFM Investors Pty Ltd 6.68% Reduce -0.3% 2,986,549 $695.9M
Ninety One UK Ltd 1.85% Add +5.1% 2,981,754 $694.7M
Tredje AP-fonden 6.29% Add +6.7% 2,981,346 $694.7M
Lido Advisors, LLC 5.24% Add +6.9% 2,965,373 $690.9M
Rathbones Group PLC 3.48% Reduce -5.0% 2,959,490 $689.6M
Cincinnati Financial Corp. 14.66% Reduce -8.3% 2,918,453 $680.0M
Rafferty Asset Management, LLC 2.31% Add +51.7% 2,897,338 $675.1M
Mn Services Vermogensbeheer B.V. 4.68% Reduce -2.1% 2,862,992 $667.1M
Cibc World Markets Corp. 4.81% Reduce -14.1% 2,842,276 $662.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 3.94% Reduce -6.3% 2,816,387 $656.2M
Gateway Investment Advisers LLC 7.22% Reduce -3.4% 2,809,605 $654.6M
Sarasin & Partners LLP 6.17% Reduce -7.4% 2,804,497 $653.4M
London Co. of Virginia 3.44% Reduce -5.6% 2,801,539 $652.8M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 7.94% No change 2,800,000 $652.4M
Federated Hermes, Inc. 1.41% Add +8.5% 2,759,104 $642.9M
Sands Capital Management, LLC 1.93% Add +109.0% 2,732,516 $636.7M
Clear Street LLC 14.60% No change 2,687,600 $626.2M
B. Metzler seel. Sohn & Co. Holding AG 6.21% — 2,682,864 $625.1M
B. Metzler seel. Sohn & Co. AG 6.21% Reduce -0.5% 2,682,864 $625.1M
Natixis 3.80% Reduce -32.7% 2,671,287 $622.4M
USS Investment Management Ltd 4.55% Reduce -3.7% 2,660,632 $619.9M
Pinebridge Investments, L.P. 4.62% Reduce -9.0% 2,643,762 $616.0M
First Trust Advisors LP 0.58% Reduce -40.2% 2,627,692 $612.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 6.24% — 2,623,799 $611.3M
Assetmark, Inc. 1.71% Add +12.9% 2,561,493 $596.8M
Kestra Advisory Services, LLC 3.24% Reduce -5.5% 2,519,669 $587.1M
Capital Wealth Planning, LLC 5.45% Add +14.5% 2,508,723 $584.5M
Haverford Trust Co 5.68% Reduce -0.1% 2,501,882 $582.9M
AEGON ASSET MANAGEMENT UK Plc 7.89% Add +4.4% 2,484,524 $578.9M
Susquehanna International Group, LLP 0.98% Reduce -60.8% 2,439,199 $568.3M
Utah Retirement Systems 6.33% Add +0.5% 2,406,239 $560.7M
Hudson Bay Capital Management LP 4.40% Reduce -34.3% 2,350,000 $547.5M
Capitolis Liquid Global Markets LLC 5.78% Reduce -25.6% 2,338,727 $544.9M
Intech Investment Management LLC 6.09% Reduce -16.1% 2,336,542 $544.4M
QRG Capital Management, Inc. 5.88% Add +12.9% 2,334,649 $544.0M
Huntington National Bank 5.19% Reduce -0.9% 2,311,423 $538.6M
NewEdge Advisors, LLC 3.48% Add +2.9% 2,303,121 $536.6M
Private Advisor Group, LLC 3.30% Reduce -1.4% 2,279,719 $531.2M
Pathstone Holdings, LLC 2.36% Reduce -18.6% 2,264,502 $527.6M
Swiss Life Asset Management Ltd 5.99% Reduce -1.8% 2,261,216 $526.7M
Primecap Management Co. 0.39% Add +0.4% 2,260,500 $526.7M
MML Investors Services, LLC 1.92% Add +4.1% 2,257,626 $526.0M
DSM Capital Partners LLC 8.01% Reduce -6.7% 2,252,175 $524.8M
Varma Mutual Pension Insurance Co 4.09% Reduce -19.9% 2,287,483 $516.8M
Williams Jones Wealth Management, LLC. 6.02% Add +0.1% 2,202,038 $513.1M
State of Alaska, Department of Revenue 5.43% Add +7.9% 2,192,836 $510.9M
New York Life Investment Management LLC 4.96% Add +1.3% 2,186,938 $509.6M
Mediolanum International Funds Ltd 7.08% Reduce -3.5% 2,235,966 $508.5M
Steward Partners Investment Advisory, LLC 4.62% Add +6.2% 2,143,269 $499.4M
Saturna Capital Corp. 6.50% Reduce -2.1% 2,134,890 $497.4M
EP Wealth Advisors, LLC 4.15% Add +7.6% 2,074,299 $483.3M
Cwm, LLC 2.08% Add +3.6% 2,071,727 $482.7M
Guggenheim Capital LLC 3.38% Reduce -8.6% 2,045,587 $476.6M
Yarbrough Capital, LLC 19.38% Reduce -3.2% 2,040,895 $475.5M
Jane Street Group, LLC 0.77% Reduce -90.2% 2,036,238 $474.4M
OMERS ADMINISTRATION Corp 4.35% Add +15.1% 2,028,383 $472.6M
Employees Retirement System of Texas 4.72% Reduce -6.0% 1,978,631 $461.0M
Boston Trust Walden Corp 3.17% Reduce -1.7% 1,955,402 $455.6M
Jupiter Asset Management Ltd. 3.96% Add +6.6% 1,940,719 $452.2M
Factory Mutual Insurance Co. 4.66% Reduce -0.2% 1,934,521 $450.7M
Yousif Capital Management, LLC 4.88% Add +3.5% 1,933,279 $450.5M
Mutual of America Capital Management LLC 4.74% Add +2.5% 1,932,077 $450.2M
Cullen/Frost Bankers, Inc. 6.14% Reduce -2.3% 1,931,684 $450.1M
Empower Advisory Group, LLC 1.52% Reduce -0.6% 1,930,857 $449.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 4.84% Add +4.3% 1,929,624 $449.6M
Jefferies Financial Group Inc. 7.80% Add +452.7% 1,923,632 $448.2M
Johnson Investment Counsel Inc. 4.36% Reduce -2.0% 1,900,164 $442.7M
Tiaa Trust, National Association 1.31% Add +0.3% 1,892,158 $440.9M
NorthCoast Asset Management LLC 3.09% Add +21.2% 2,332,627 $438.5M
Teachers Retirement System of the State of Kentucky 3.77% Reduce -3.2% 1,855,531 $432.3M
Whittier Trust Co. 5.59% Add +3.9% 1,792,646 $417.7M
LGT Group Foundation 6.82% Reduce -1.6% 1,835,499 $416.3M
Quantinno Capital Management LP 5.40% Add +31.0% 1,783,153 $415.5M
Ieq Capital, LLC 5.09% Add +6.1% 1,778,628 $414.4M
Bartlett & Co. Wealth Management LLC 5.95% Reduce -1.1% 1,778,375 $414.4M
Welch & Forbes LLC 5.26% Reduce -0.8% 1,772,556 $413.0M
Beacon Pointe Advisors, LLC 4.75% Reduce -2.1% 1,766,209 $411.5M
Bridges Investment Management Inc. 5.75% Reduce -1.8% 1,765,460 $411.4M
Evercore Wealth Management, LLC 6.17% Reduce -0.9% 1,764,354 $411.1M
HM Payson & Co. 6.99% Add +3.0% 1,750,633 $407.9M
Vanguard Personalized Indexing Management, LLC 6.42% Add +9.1% 1,709,940 $398.4M
MAI Capital Management 3.78% Reduce -2.9% 1,696,113 $395.2M
Investment Management Corp of Ontario 8.76% Add +9.4% 1,684,262 $392.4M
Squarepoint Ops LLC 1.28% Reduce -19.1% 1,658,830 $386.5M
Achmea Investment Management B.V. 6.36% Add +1.3% 1,656,013 $385.9M
Epoch Investment Partners, Inc. 1.73% Reduce -9.8% 1,654,703 $385.5M
Regions Financial Corp. 2.70% Reduce -1.6% 1,612,385 $375.7M
Federation des caisses Desjardins du Quebec 1.85% Reduce -9.2% 1,603,496 $373.6M
Fiduciary Trust Co 5.21% Add +0.5% 1,602,167 $373.3M
Fundsmith 1.44% No change 1,558,589 $363.2M
Lord, Abbett & Co. LLC 1.16% Reduce -0.2% 1,542,156 $359.3M
Axiom Investors LLC 3.15% Add +12.6% 1,541,168 $359.1M
Peapack Gladstone Financial Corp. 5.15% Reduce -2.2% 1,533,891 $357.4M
AE Wealth Management LLC 3.24% Reduce -6.5% 1,532,986 $357.2M
D.A. Davidson & Co. 2.91% Reduce -0.1% 1,509,115 $351.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 3.14% Add +0.1% 1,524,556 $351.5M
RJA Asset Management LLC 87.61% No change 1,485,179 $346.0M
United Capital Financial Advisors, LLC 2.83% Reduce -2.9% 1,473,420 $343.3M
Pacer Advisors, Inc. 0.75% Add +1.7% 1,471,257 $342.8M
O'shaughnessy Asset Management, LLC 3.04% Add +12.2% 1,472,758 $340.6M
Crestwood Advisors Group, LLC 6.49% Add +0.4% 1,458,210 $339.8M
TD Waterhouse Canada Inc. 2.72% Reduce -0.2% 1,484,927 $335.6M
Congress Asset Management Co. 2.28% Reduce 0.0% 1,437,924 $335.0M
Vontobel Holding Ltd. 1.08% Reduce -0.3% 1,431,436 $333.5M
Erste Asset Management GmbH 3.98% Reduce -0.5% 1,449,984 $331.9M
Zacks Investment Management 2.87% New 1,418,170 $330.4M
Financial Counselors Inc. 4.87% Reduce -0.3% 1,412,627 $329.1M
Atalanta Sosnoff Capital, LLC 7.04% Reduce -17.5% 1,408,311 $328.1M
Elo Mutual Pension Insurance Co 6.91% Add +3.3% 1,384,469 $322.6M
Greenbrier Partners Capital Management, LLC 24.30% Reduce -0.1% 1,434,110 $321.6M
Clark Capital Management Group, Inc. 2.20% Add +4.5% 1,376,450 $320.7M
Sapient Capital LLC 6.40% Add +3.7% 1,368,787 $318.9M
UMB Bank, n.a. 4.96% Reduce -2.0% 1,368,060 $318.8M
Prudential PLC 1.60% Reduce -0.3% 1,357,322 $316.3M
Mairs & Power Inc. 2.95% Add +3.4% 1,347,213 $313.9M
DAVENPORT & Co LLC 1.84% Reduce -7.5% 1,346,872 $312.9M
CENTRAL TRUST Co 7.30% Reduce -2.6% 1,338,068 $311.8M
Sequoia Financial Advisors, LLC 3.35% Add +5.2% 1,337,633 $311.7M
Shelton Capital Management 7.98% Add +2.5% 1,334,150 $310.9M
iA Global Asset Management Inc. 5.41% Reduce -7.8% 1,322,856 $308.2M
Magellan Asset Management Ltd 3.06% Reduce -24.6% 1,319,341 $307.4M
Polar Capital Holdings Plc 1.47% Reduce -11.6% 1,306,755 $304.5M
Louisiana State Employees Retirement System 5.59% Add +1.4% 1,305,000 $304.1M
Oregon Public Employees Retirement Fund 5.68% Add +5.1% 1,301,859 $303.3M
Brown Brothers Harriman & Co. 2.06% Add +3.6% 1,297,612 $302.3M
Prio Wealth Limited Partnership 8.71% Reduce -3.4% 1,276,209 $297.4M
Border to Coast Pensions Partnership Ltd 6.01% Reduce -1.4% 1,268,089 $294.6M
Qube Research & Technologies Ltd 0.54% Reduce -74.3% 1,262,701 $294.2M
Marsico Capital Management LLC 8.10% Add +3.6% 1,244,695 $290.0M
Ferguson Wellman Capital Management, Inc. 5.61% Reduce -0.6% 1,244,083 $289.9M
Wealthfront Advisers LLC 0.89% Add +1.5% 1,236,533 $288.1M
Markel Group 2.57% No change 1,227,290 $286.0M
Millennium Management 0.26% Reduce -90.4% 1,224,060 $285.2M
Independent Investors Inc. 56.24% Reduce -0.3% 1,191,039 $277.5M
Employees Provident Fund Board 3.74% Reduce -16.6% 1,173,508 $273.4M
HB Wealth Management, LLC 2.94% Add +5.0% 1,173,282 $273.4M
Perigon Wealth Management, LLC 7.31% Reduce -0.6% 1,164,950 $271.4M
Gulf International Bank (UK) Ltd 6.88% Reduce -4.4% 1,152,474 $268.5M
Two Sigma Investments, LP 0.63% Reduce -16.6% 1,152,358 $268.5M
Capital Group Private Client Services, Inc. 2.56% Reduce -2.2% 1,152,243 $268.5M
Allworth Financial LP 1.64% Reduce -0.5% 1,152,026 $268.4M
Aristotle Atlantic Partners, LLC 8.33% Add +6.6% 1,149,957 $267.9M
Eastern Bank 4.80% Add +180.3% 1,149,239 $267.8M
Atria Wealth Solutions, Inc. 2.90% Reduce -10.4% 1,145,114 $266.8M
Bristol John W & Co. Inc. 4.24% Add +1.2% 1,139,959 $265.6M
Quilter Plc 5.42% Add +5.3% 1,139,330 $265.5M
E. Ohman J:or Asset Management AB 6.54% Reduce -2.0% 1,133,978 $264.2M
Bradley Foster & Sargent Inc. 4.41% Reduce -1.6% 1,131,151 $263.6M
Davis R M Inc. 5.04% Add +2.9% 1,119,159 $260.8M
Mesirow Financial Investment Management, Inc. 5.03% Reduce -0.5% 1,115,430 $259.9M
Avantax Advisory Services, Inc. 1.70% Add +0.8% 1,113,641 $259.5M
Stratos Wealth Partners, LTD. 3.79% Add +5.8% 1,113,008 $259.3M
Van Eck Associates Corp. 0.32% Add +10.5% 1,121,107 $258.7M
Pinnacle Associates Ltd. 4.38% Reduce -0.3% 1,338,050 $257.6M
Wilmington Savings Fund Society, FSB 4.57% Add +29.8% 1,091,062 $254.2M
Whittier Trust Co. of Nevada Inc. 6.56% Add +2.9% 1,090,242 $254.0M
Kestra Private Wealth Services, LLC 4.63% Add +3.4% 1,082,414 $252.3M
Jones Financial Companies LLLP 0.26% Add +42.9% 1,098,662 $252.1M
Oppenheimer & Co. Inc. 3.83% Reduce -6.7% 1,076,711 $250.9M
Fishman Jay A Ltd. 24.90% Reduce -1.4% 1,075,584 $250.6M
Hollencrest Capital Management 10.34% Add +0.6% 1,074,876 $250.4M
NewEdge Wealth, LLC 4.51% Add +18.6% 1,072,165 $249.8M
Glenview Trust Co 4.77% Add +1.3% 1,065,244 $248.2M
Himension Capital (singapore) Pte. LTD. 19.31% Reduce -18.5% 1,061,418 $247.3M
PGGM Investments 3.16% Add +13.8% 1,060,255 $247.0M
Kentucky Retirement Systems 7.27% Reduce -2.5% 1,059,203 $246.8M
Danica Pension, Livsforsikringsaktieselskab 4.74% Reduce -7.0% 1,051,299 $245.0M
Illinois Municipal Retirement Fund 3.45% Add +0.2% 1,040,520 $242.4M
Stonegate Investment Group, LLC 6.35% Reduce -0.5% 1,032,890 $240.7M
Bridgewater Associates 1.36% Add +119.9% 1,031,856 $240.4M
Windward Capital Management Co. 18.21% Add +5.0% 1,024,219 $238.6M
Busey Bank 7.79% Reduce -0.1% 1,024,113 $238.6M
Lazard Freres Gestion S.A.S. 5.02% Add +20.3% 1,016,234 $236.8M
Advisors Capital Management, LLC 3.84% Reduce -3.0% 1,010,705 $235.5M
Banco Santander, S.A. 2.77% Add +0.6% 1,006,990 $234.6M
Clearstead Advisors, LLC 3.62% Add +13.5% 1,002,539 $233.6M
Salem Investment Counselors Inc. 7.02% Reduce -0.3% 1,001,412 $233.3M
Nomura Holdings Inc. 1.77% Add +16.3% 993,385 $231.5M
Mizuho Securities USA LLC 4.94% Reduce -11.3% 985,907 $229.7M
Silvant Capital Management LLC 10.00% Reduce -4.1% 978,314 $227.9M
Wedbush Securities Inc. 8.41% Reduce -6.9% 972,457 $226.6M
Montrusco Bolton Investments Inc. 2.38% Reduce -10.3% 969,716 $225.9M
Ilmarinen Mutual Pension Insurance Co 2.45% Reduce -3.5% 965,000 $224.8M
Rakuten Investment Management, Inc. 1.31% Add +37.6% 983,753 $224.1M
Tidal Investments LLC 2.47% Add +14.3% 958,897 $223.4M
Hartford Investment Management Co. 7.34% Add +3.6% 956,855 $222.9M
Pinnacle Financial Partners Inc 4.43% Reduce -10.3% 945,378 $220.3M
Flputnam Investment Management Co. 3.92% Reduce -3.4% 915,523 $218.2M
Voloridge Investment Management, LLC 0.79% Add +62.1% 932,812 $217.3M
Third Point 2.94% Reduce -52.3% 930,000 $216.7M
KCM Investment Advisors LLC 7.38% Reduce -1.4% 928,583 $216.4M
HighPoint Advisor Group LLC 12.58% Reduce -2.6% 925,917 $215.7M
NEOS Investment Management LLC 6.47% Add +20.3% 919,660 $214.3M
&partners 4.14% Add +95.3% 917,815 $214.2M
Integrated Wealth Concepts LLC 2.60% Reduce -0.1% 916,382 $213.5M
Synovus Financial Corp. 2.47% Reduce -5.3% 913,751 $212.9M
Lockheed Martin Investment Management Co. 9.86% Add +9.0% 913,541 $212.9M
Adams Diversified Equity Fund, Inc. 7.74% Reduce -10.5% 904,200 $210.7M
LBP Am SA 3.15% Add +20.2% 899,994 $209.7M
Crossmark Global Holdings, Inc. 3.76% Add +5.7% 893,993 $208.3M
Modera Wealth Management, LLC 2.64% Add +0.5% 890,979 $207.6M
Bokf, NA 3.68% Reduce -1.6% 917,789 $207.1M
Orion Porfolio Solutions, LLC 2.05% Add +7.0% 884,492 $206.1M
Orion Portfolio Solutions, LLC 2.05% Add +7.0% 884,492 $206.1M
Wesbanco Bank Inc. 6.94% Add +0.5% 877,420 $204.4M
Clal Insurance Enterprises Holdings Ltd 1.81% Reduce -24.4% 877,000 $204.3M
Country Trust Bank 4.99% Reduce -1.7% 876,572 $204.2M
Choreo, LLC 2.99% Add +3.6% 900,678 $203.7M
Townsquare Capital LLC 2.44% Add +36.9% 872,654 $203.3M
Independent Advisor Alliance 7.36% Reduce -5.7% 867,866 $202.2M
South Dakota Investment Council 3.94% Add +0.5% 865,097 $201.6M
Cannell & Spears LLC 3.91% Reduce -3.5% 853,696 $198.9M
Bailard, Inc. 5.15% Reduce -0.6% 849,468 $197.9M
Groupama Asset Managment 5.19% Add +7.0% 1,056,473 $197.6M
Citizens Financial Group Inc. 3.97% Add +4.8% 847,414 $197.4M
Metis Global Partners, LLC 6.14% Add +5.3% 846,551 $197.2M
Parallel Advisors, LLC 4.64% Add +3.3% 843,586 $196.6M
SteelPeak Wealth, LLC 8.69% Add +6.3% 842,007 $196.2M
Destination Wealth Management 6.08% Reduce -2.8% 841,668 $196.1M
Tocqueville Asset Management L.P. 3.08% Reduce -3.6% 841,393 $196.0M
Securian Asset Management, Inc. 5.65% Add +1.5% 840,917 $195.9M
Journey Strategic Wealth LLC 7.17% Add +2.6% 839,830 $195.7M
Maryland State Retirement & Pension System 4.09% Reduce -26.2% 835,965 $194.8M
Rwa Wealth Partners, LLC 2.42% Reduce -0.9% 834,004 $194.3M
Connor, Clark & Lunn Investment Management Ltd. 0.93% Reduce -68.3% 827,005 $192.7M
Silvercrest Asset Management Group LLC 1.30% Add +0.8% 819,331 $190.9M
Elevation Point Wealth Partners, LLC 18.24% Reduce -12.9% 815,114 $189.9M
Badgley Phelps Wealth Managers, LLC 4.41% Add +0.3% 814,379 $189.8M
Bahl & Gaynor LLC 0.98% Reduce -0.5% 813,827 $189.6M
Stephens Inc. 2.68% Add +1.6% 810,798 $188.9M
Prime Capital Investment Advisors, LLC 2.68% Reduce -2.0% 808,421 $188.4M
Mission Wealth Management, LP 4.65% Add +4.2% 806,454 $187.9M
Benjamin Edwards Inc. 2.73% Add +865.6% 803,936 $187.4M
Envestnet Portfolio Solutions, Inc. 0.60% Add +2.6% 798,504 $186.1M
Biltmore Family Office, LLC 31.45% Reduce -3.8% 789,206 $183.9M
Migdal Insurance & Financial Holdings Ltd. 2.96% Reduce -20.3% 785,700 $183.1M
Cornerstone Advisors, LLC 7.12% Reduce -1.9% 772,600 $180.0M
Cullinan Associates Inc. 10.05% Reduce -5.1% 754,368 $178.1M
Daymark Wealth Partners, LLC 7.51% Reduce -1.2% 897,159 $177.5M
Trillium Asset Management, LLC 4.35% Add +0.9% 759,631 $177.0M
Greenwoods Asset Management Hong Kong Ltd. 5.60% Add +356.9% 756,708 $176.3M
Douglass Winthrop Advisors, LLC 3.35% Reduce -1.1% 755,304 $176.0M
Patten & Patten Inc. 11.65% Reduce -1.3% 753,572 $175.6M
Advisory Services Network, LLC 3.61% No change 830,077 $174.8M
Ethic Inc. 4.40% Reduce -8.9% 1,015,842 $174.2M
Aptus Capital Advisors, LLC 2.65% Add +21.2% 747,364 $174.1M
Baillie Gifford & Co. 0.13% Add +1.9% 745,705 $173.7M
First Financial Bankshares Inc 3.65% Reduce -11.9% 744,805 $173.5M
Hancock Whitney Corp. 5.57% Reduce -0.3% 742,360 $173.0M
Savant Capital, LLC 1.43% Add +10.8% 738,210 $172.0M
B. Riley Wealth Advisors, Inc. 4.76% Reduce -21.3% 740,508 $171.0M
NorthRock Partners, LLC 5.62% Add +0.4% 732,173 $170.6M
Heritage Investors Management Corp. 5.68% Reduce -1.8% 731,786 $170.5M
Daiichi Life Insurance Co., Ltd. 4.31% Reduce -6.7% 731,708 $170.5M
Harding Loevner LP 0.98% Reduce -1.3% 731,140 $170.3M
Andra AP-fonden 2.48% Reduce -6.0% 723,800 $168.6M
Raymond James Trust N.A. 3.67% Reduce -0.3% 723,674 $168.6M
MassMutual Private Wealth & Trust, FSB 4.79% Reduce -1.4% 721,728 $168.2M
CW Advisors, LLC 2.24% Add +32.7% 721,264 $168.1M
Prospera Financial Services Inc 4.27% Add +8.0% 717,149 $167.1M
Boston Financial Mangement LLC 4.96% Reduce -4.3% 713,248 $166.2M
SurgoCap Partners LP 8.84% Add +49.1% 711,707 $165.8M
Sigma Planning Corp 5.06% Reduce -3.4% 709,439 $165.3M
Laird Norton Wetherby Wealth Management, LLC 7.53% Reduce -1.3% 706,898 $164.7M
New Mexico Educational Retirement Board 5.54% Reduce -3.0% 704,864 $164.2M
Clifford Swan Investment Counsel LLC 5.81% Reduce -2.4% 703,672 $164.0M
Greenleaf Trust 1.46% Add +1.3% 702,624 $163.7M
Capital Advisors Inc. 3.27% Add +2.4% 701,458 $163.4M
HUB Investment Partners, LLC 7.14% Add +1.1% 700,784 $163.3M
7G Capital Management, LLC 70.21% No change 700,000 $163.1M
OneDigital Investment Advisors LLC 1.83% Reduce -0.7% 686,330 $159.9M
Dakota Wealth Management 3.62% Add +3.4% 686,229 $159.9M
Norinchukin Bank, The 3.75% Add +20.2% 682,059 $158.9M
Cohen Klingenstein LLC 5.50% No change 677,546 $157.9M
Logan Capital Management Inc. 6.48% Reduce -3.5% 675,158 $157.3M
Capital International, Inc. 1.98% Add +1.9% 674,635 $157.2M
Argent Capital Management LLC 4.35% Reduce -1.3% 673,706 $157.0M
Florida Trust Wealth Management Co 5.01% Reduce -2.7% 671,569 $156.5M
Northeast Investment Management 7.01% Reduce -0.7% 671,557 $156.5M
Stock Yards Bank & Trust Co. 5.03% Reduce -3.6% 670,692 $156.3M
Becker Capital Management Inc. 5.08% Reduce -1.9% 670,530 $156.2M
Mutual Advisors, LLC 4.56% Reduce -0.5% 675,958 $155.9M
Vinva Investment Management Ltd 6.55% Add +13.2% 680,078 $154.9M
Verus Capital Partners, LLC 15.16% Add +0.0% 664,857 $154.9M
Artemis Investment Management LLP 2.36% Reduce -39.5% 664,287 $154.8M
First American Bank 11.11% Add +0.9% 663,661 $154.6M
Alpha Cubed Investments, LLC 6.88% Reduce -6.4% 662,801 $154.4M
Associated Banc-Corp 4.53% Reduce -2.5% 661,683 $154.2M
Apollon Wealth Management, LLC 4.35% Add +2.5% 660,153 $153.8M
Carnegie Investment Counsel 4.46% Reduce -0.8% 649,856 $151.4M
Braun Stacey Associates Inc. 5.70% Add +1.9% 643,882 $150.0M
Henshaw Capital LLC 6.28% No change 643,494 $149.9M
Mogy Joel R Investment Counsel Inc. 9.10% Reduce -0.7% 637,689 $148.6M
Moneta Group Investment Advisors LLC 2.14% Add +1.1% 630,978 $147.0M
Parsons Capital Management Inc. 9.30% Reduce -1.8% 629,649 $146.7M
Sterling Capital Management LLC 1.89% — 626,964 $146.1M
Great Lakes Advisors, LLC 1.22% Add +4.4% 626,422 $146.0M
Opes Wealth Management LLC 28.03% Reduce -0.7% 625,682 $145.8M
Harel Insurance Investments & Financial Services Ltd. 2.51% Add +28.5% 624,531 $145.5M
Westwood Holdings Group Inc. 1.12% Reduce -26.3% 622,180 $145.0M
Snowden Capital Advisors LLC 4.34% Reduce -4.7% 619,291 $144.3M
Dana Investment Advisors, Inc. 4.76% Add +5.2% 617,410 $143.9M
Impax Asset Management Group plc 0.57% Reduce -3.1% 616,311 $143.6M
Old National Bancorp 3.31% Reduce -1.5% 615,888 $143.5M
Abn Amro Investment Solutions 2.51% Reduce -31.8% 615,283 $143.4M
WASHINGTON TRUST Co 5.01% Reduce -2.2% 613,795 $143.0M
Allianz SE 3.85% Reduce -1.1% 610,726 $142.3M
Valeo Financial Advisors, LLC 4.06% Reduce -1.3% 653,988 $142.1M
Equitable Holdings, Inc. 1.38% Add +4.0% 609,849 $142.1M
Neville Rodie & Shaw Inc. 10.44% Reduce -2.6% 608,648 $141.8M
Diversified Trust Co. 3.55% Add +11.6% 605,036 $141.0M
Calamos Wealth Management LLC 7.34% Reduce -9.5% 603,464 $140.6M
Fundsmith Investment Services LTD. 1.74% Add +0.9% 600,898 $140.0M
Bleakley Financial Group, LLC 4.26% Add +1.0% 599,311 $139.6M
Meyer Handelman Co. 4.68% Reduce -1.2% 594,693 $138.6M
Dearborn Partners LLC 5.61% Reduce -3.5% 593,539 $138.3M
Commerzbank Aktiengesellschaft 3.67% Add +34.7% 591,599 $137.8M
First National Trust Co 5.32% Reduce -1.1% 591,107 $137.7M
Ancora Advisors LLC 3.13% Reduce -0.3% 590,440 $137.6M
PFG Investments, LLC 8.87% Reduce -1.1% 589,355 $137.3M
LGT Capital Partners LTD. 4.77% Add +1.8% 588,840 $137.2M
Argent Trust Co 5.68% Reduce -1.4% 588,008 $137.0M
IHT Wealth Management, LLC 3.88% Add +51.2% 591,583 $136.9M
Nicholas Company, Inc. 2.22% Add +0.0% 586,440 $136.6M
Capital Investment Counsel, Inc 19.57% Reduce -0.9% 585,123 $136.3M
Investment House LLC 7.36% Reduce -6.8% 585,115 $136.3M
FineMark National Bank & Trust 4.73% Reduce -1.3% 583,894 $136.0M
NS Partners Ltd 5.74% Add +2.6% 583,676 $136.0M
Brookstone Capital Management 2.00% Add +2.6% 583,413 $135.9M
Castleark Management LLC 5.51% Reduce -1.6% 579,699 $135.1M
Profund Advisors LLC 5.10% Add +3.5% 578,994 $134.9M
Systematic Alpha Investments, LLC 4.91% No change 576,144 $134.2M
Shell Asset Management Co. 5.90% — 575,080 $134.0M
Cincinnati Insurance Co. 2.24% Reduce -6.9% 573,563 $133.6M
TCW Group Inc. 1.16% Add +6.1% 571,323 $133.1M
Ossiam 2.56% Reduce -15.7% 569,392 $132.7M
Livforsakringsbolaget Skandia, Omsesidigt 7.12% Add +33.9% 568,535 $132.5M
Mill Capital Management, LLC 10.35% Reduce -0.4% 567,889 $132.3M
W.G. Shaheen & Associates DBA Whitney & Co 14.17% Add +1.3% 567,566 $132.2M
J.W. Cole Advisors, Inc. 5.54% Add +1.6% 566,896 $132.1M
Nichols & Pratt Advisers LLP 8.53% Reduce -1.7% 568,143 $132.1M
Choate Investment Advisors 3.36% Add +1.3% 566,074 $131.9M
Citadel Advisors 0.14% Reduce -89.7% 562,863 $131.1M
Trust Co. of Vermont 6.55% Reduce -3.8% 561,101 $130.7M
Railway Pension Investments Ltd 1.56% Add +35.3% 559,852 $130.4M
Sit Investment Associates Inc. 2.89% Add +0.6% 555,998 $129.5M
Donaldson Capital Management, LLC 4.97% Add +0.9% 555,463 $129.4M
Waverly Advisors, LLC 2.39% Add +6.1% 554,474 $129.2M
Oppenheimer Asset Management Inc. 1.55% Add +24.4% 550,773 $128.3M
Kingsview Wealth Management, LLC 2.69% Reduce -0.0% 549,386 $128.0M
Temasek Holdings (Private) Ltd 0.52% Reduce -26.5% 547,909 $127.7M
J. L. Bainbridge & Co., Inc. 12.34% Reduce -1.3% 546,636 $127.4M
Segall Bryant & Hamill, LLC 1.74% Add +286.1% 546,500 $127.3M
Chicago Capital, LLC 3.53% Add +0.1% 546,116 $127.2M
Sheaff Brock Investment Advisors, LLC 11.11% Reduce -1.3% 544,235 $126.8M
Ami Asset Management Corp. 6.87% Reduce -3.0% 544,074 $126.8M
Tokio Marine Asset Management Co. Ltd. 5.52% Add +4.4% 540,710 $126.0M
Signaturefd, LLC 2.40% Add +0.7% 539,836 $125.8M
St Germain D J Co. Inc. 5.73% Reduce -1.8% 535,253 $124.7M
Vestor Capital, LLC 9.80% Add +9.9% 534,795 $124.6M
Phoenix Financial Ltd. 1.83% Add +60.0% 530,941 $123.8M
Cacti Asset Management LLC 9.21% Reduce -0.3% 544,252 $123.7M
HCR Wealth Advisors 16.18% Add +0.5% 530,528 $123.6M
Spire Wealth Management 4.16% Add +6.5% 529,850 $123.5M
Gotham Asset Management 1.28% Add +18.9% 529,675 $123.4M
Private Wealth Partners, LLC 9.81% Reduce -11.9% 528,548 $123.2M
Traynor Capital Management, Inc. 10.03% Add +0.9% 528,126 $123.1M
Park National Corp. 4.28% Reduce -8.8% 524,575 $122.2M
Cowen and Company, LLC 4.27% Reduce -61.0% 523,959 $122.1M
Advisors Asset Management, Inc. 2.24% Reduce -0.5% 523,193 $121.9M
Eagle Asset Management Inc. 0.62% Add +16.7% 536,460 $121.8M
Baker Avenue Asset Management, LP 3.85% Add +3.3% 520,668 $121.3M
Axiom Advisory, LLC 1.13% Add +13.7% 541,915 $121.0M
Empirical Finance, LLC 7.00% Add +1.9% 515,494 $120.1M
First Citizens Bank & Trust Co. 2.63% Reduce -1.9% 514,384 $119.9M
ABN AMRO Bank N.V. 1.64% Add +7.3% 518,381 $119.7M
Prospect Hill Management, LLC 60.10% Add +0.0% 513,836 $119.7M
World Investment Advisors 3.76% Add +42.1% 513,775 $119.7M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 4.78% No change 513,721 $119.7M
Harvest Fund Management Co., Ltd 7.10% Add +35.1% 512,754 $119.5M
Bowen Hanes & Co. Inc. 3.13% Reduce -1.0% 511,999 $119.3M
CWA Asset Management Group, LLC 6.33% — 510,355 $118.9M
Composition Wealth, LLC 2.75% Reduce -2.7% 509,991 $118.8M
Kornitzer Capital Management Inc. 2.20% Reduce -0.4% 509,816 $118.8M
Reynders McVeigh Capital Management, LLC 6.28% Add +1.6% 508,284 $118.4M
Smith Chas P & Associates Pa Cpas 6.66% Reduce -2.9% 507,175 $118.2M
Maple Capital Management, Inc. 8.99% Add +0.3% 505,854 $117.9M
Merit Financial Group, LLC 2.62% Reduce -5.1% 502,291 $117.0M
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 6.59% New 500,000 $116.5M
Meiji Yasuda Asset Management Co Ltd. 4.43% Reduce -0.6% 499,151 $116.3M
OVERSEA-CHINESE BANKING Corp Ltd 3.26% Add +23.9% 499,426 $116.3M
Roffman Miller Associates Inc. 7.09% Add +2.3% 498,412 $116.1M
Level Four Advisory Services, LLC 4.86% Reduce -1.7% 511,025 $115.4M
Zevenbergen Capital Investments LLC 2.42% Add +0.0% 495,317 $115.4M
Ritholtz Wealth Management 3.45% Add +3.6% 491,209 $114.5M
Gabelli Funds LLC 0.84% Reduce -0.5% 491,200 $114.4M
Exencial Wealth Advisors, LLC 4.11% Reduce -4.8% 489,842 $114.1M
Concurrent Investment Advisors, LLC 3.38% Add +4.6% 504,828 $113.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 3.07% Reduce -2.7% 487,634 $113.6M
Alta Capital Management LLC/ 6.72% Reduce -5.5% 484,969 $113.0M
Bard Financial Services, Inc. 13.34% Reduce -13.6% 484,922 $113.0M
Oak Ridge Investments LLC 9.80% Add +7.4% 482,411 $112.4M
Northwestern Mutual Investment Management Company, LLC 2.62% Add +5.0% 481,876 $112.3M
Coldstream Capital Management Inc. 2.41% Add +11.7% 480,563 $111.6M
Burney Co./ 3.95% Reduce -1.4% 476,347 $111.0M
Meritage Portfolio Management 6.78% Reduce -0.8% 475,250 $110.7M
Transcend Capital Advisors, LLC 7.41% Reduce -2.1% 474,589 $110.6M
Covea Finance 4.83% Add +3.4% 472,482 $110.1M
BNP Paribas 4.56% Reduce -2.9% 473,816 $109.9M
Sandy Spring Bank 4.52% Reduce -0.7% 470,914 $109.7M
Dynamic Advisor Solutions LLC 3.29% Add +0.8% 488,030 $109.7M
Agf Management Ltd. 0.56% Reduce -24.7% 470,564 $109.6M
Fort Pitt Capital Group, LLC 3.08% Add +0.1% 469,619 $109.4M
Farmers & Merchants Investments Inc. 3.39% Add +1.2% 468,522 $109.2M
Brighton Jones LLC 4.10% Reduce -10.5% 468,107 $109.1M
NorthCrest Asset Manangement, LLC 3.29% Add +2.6% 466,402 $108.7M
Chilton Capital Management LLC 4.51% Add +2.6% 465,537 $108.5M
Chartwell Investment Partners, LLC 3.72% Reduce -0.9% 464,853 $108.3M
Banque Cantonale Vaudoise 4.45% Reduce -12.5% 463,903 $108.1M
F/m Investments LLC 3.39% Reduce -1.6% 465,256 $108.0M
Franklin Street Advisors Inc. 7.28% Add +0.8% 462,967 $107.9M
Avalon Trust Co 7.97% Reduce -1.1% 462,808 $107.8M
Atria Investments, Inc 1.33% Add +3.1% 461,237 $107.5M
Azimuth Capital Investment Management LLC 4.17% Add +19.3% 460,809 $107.4M
First Trust Direct Indexing L.P. 5.75% Add +9.1% 460,167 $107.2M
Quadrature Capital Ltd 2.43% Reduce -58.1% 459,912 $107.2M
Van Hulzen Asset Management, LLC 7.75% Reduce -15.3% 459,091 $107.0M
Independent Financial Group, LLC 3.90% Reduce -0.9% 455,317 $106.1M
Van Cleef Asset Management,Inc 11.76% Add +3.2% 454,798 $106.0M
Ameritas Investment Partners, Inc. 3.42% Reduce -0.2% 451,475 $105.2M
Motley Fool Asset Management LLC 6.22% Add +21.4% 465,026 $105.2M
Kentucky Retirement Systems Insurance Trust Fund 7.28% Reduce -3.2% 450,155 $104.9M
Great Valley Advisor Group, Inc. 2.57% Reduce -0.6% 449,350 $104.7M
Wilkinson Global Asset Management LLC 6.31% Reduce -2.5% 449,142 $104.7M
J. Safra Sarasin Holding AG 1.82% Add +21.3% 450,076 $104.6M
Delta Financial Group, Inc. 38.82% Add +0.3% 448,210 $104.4M
Bryn Mawr Trust Advisors, LLC 5.63% Reduce -0.5% 447,534 $104.3M
Freestone Capital Holdings, LLC 3.57% Add +1.7% 443,693 $103.4M
Caprock Group, LLC 3.75% Add +4.3% 442,710 $103.2M
Wharton Business Group, LLC 4.61% Reduce -0.1% 440,809 $102.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.89% Reduce -7.9% 440,763 $102.7M
Howard Capital Management Group, LLC 7.21% Reduce -1.2% 440,750 $102.7M
Cary Street Partners Investment Advisory LLC 3.77% Add +0.7% 440,621 $102.7M
APG Asset Management N.V. 0.68% Reduce -96.3% 490,484 $102.4M
Fiduciary Family Office, LLC 33.80% Add +48.3% 439,469 $102.4M
Capital Investment Advisors, LLC 2.11% Add +4.1% 438,984 $102.3M
Ingalls & Snyder LLC 4.01% Reduce -0.4% 438,511 $102.2M
Wealthspire Advisors, LLC 1.04% Add +11.5% 437,325 $101.9M
Moors & Cabot, Inc. 5.02% Add +0.5% 433,946 $101.1M
Nippon Life Global Investors Americas, Inc. 4.31% Add +5.7% 431,310 $100.5M
Van Lanschot Kempen Investment Management N.V. 1.02% Reduce -1.1% 431,254 $100.5M
Hantz Financial Services, Inc. 1.78% Add +35.0% 429,804 $100.1M
Empowered Funds, LLC 1.56% Reduce -4.0% 426,826 $99.5M
Atreides Management 3.34% Add +29.9% 424,965 $99.0M
Howard Capital Management, LLC 1.62% Add +2477.2% 423,853 $98.8M
Evanson Asset Management, LLC 6.96% Reduce -0.3% 423,476 $98.7M
Hoffman, Alan N Investment Management 47.24% Reduce -0.4% 421,061 $98.1M
W1M Investment Management Ltd 1.60% Add +3.8% 419,435 $97.7M
MMBG Investment Advisors Co. 10.20% Reduce -2.8% 419,332 $97.7M
Tower Research Capital LLC (TRC) 2.57% Reduce -69.8% 416,692 $97.1M
Robertson Stephens Wealth Management, LLC 3.57% Reduce -2.9% 416,105 $97.0M
Howland Capital Management LLC 4.17% Add +3.7% 413,181 $96.3M
Joel Isaacson & Co., LLC 4.53% Add +3.6% 407,584 $95.0M
Optiver Holding B.V. 2.42% Add +26.0% 407,458 $94.9M
Bender Robert & Associates 20.08% — 405,831 $94.6M
International Assets Investment Management, LLC 7.66% Add +27.0% 585,184 $94.3M
Exchange Traded Concepts, LLC 2.24% Add +8.9% 404,599 $94.3M
UNIVEST FINANCIAL Corp 6.19% Add +424.5% 403,251 $94.0M
Applied Finance Capital Management, LLC 4.01% Reduce -4.1% 402,699 $93.8M
Sowell Financial Services LLC 4.36% Reduce -0.1% 402,639 $93.8M
Taikang Asset Management (Hong Kong) Co Ltd 9.87% Add +7.7% 401,980 $93.7M
Park Avenue Securities LLC 1.05% Reduce -3.3% 401,620 $93.6M
Focus Financial Network, Inc. 3.81% Reduce -0.6% 400,806 $93.4M
Praxis Investment Management Inc. 5.87% No change 399,198 $93.0M
Mar Vista Investment Partners LLC 5.91% Reduce -25.3% 397,643 $92.7M
Baldwin Wealth Partners LLC 6.31% Reduce -2.5% 397,359 $92.6M
Highland Capital Management, LLC 5.28% Reduce -0.9% 397,229 $92.6M
RiverFront Investment Group, LLC 2.17% Add +43.9% 396,616 $92.4M
Signature Estate & Investment Advisors LLC 2.13% Reduce -3.0% 396,508 $92.4M
Insigneo Advisory Services, LLC 9.32% Reduce -2.4% 395,896 $92.2M
Adell Harriman & Carpenter Inc. 6.69% Reduce -0.4% 394,874 $92.0M
Gradient Investments LLC 1.92% Reduce -0.1% 394,806 $92.0M
Global Retirement Partners, LLC 2.77% Reduce -1.8% 393,824 $91.8M
Community Bank, N.A. 11.56% Reduce -0.7% 393,315 $91.6M
Locust Wood Capital Advisers, LLC 3.21% Add +11.6% 393,229 $91.6M
Tritonpoint Wealth, LLC 8.35% Reduce -1.7% 401,225 $91.4M
Eagle Global Advisors LLC 4.53% Reduce -0.3% 391,438 $91.2M
Smith Salley Wealth Management 5.95% Add +9.2% 390,796 $91.1M
Klingenstein Fields & Co. LP 3.59% Reduce -1.2% 387,610 $90.3M
Davidson Investment Advisors 4.34% Add +2.8% 385,649 $89.9M
Colonial Trust Advisors 7.77% Add +2.0% 385,477 $89.8M
Banque Pictet & Cie SA 0.89% Reduce -1.7% 384,470 $89.6M
Westpac Banking Corp. 6.00% Reduce -7.6% 384,314 $89.5M
Vident Advisory, LLC 2.25% Add +10.6% 383,913 $89.5M
Thoroughbred Financial Services, LLC 5.76% Reduce -2.2% 383,052 $89.3M
Oriental Harbor Investment Master Fund 9.20% — 375,756 $89.2M
Appleton Partners Inc. 6.55% Reduce -2.4% 381,867 $89.0M
Lombard Odier Asset Management (Switzerland) SA 7.43% Add +9.3% 381,376 $88.9M
Campbell Newman Asset Management Inc. 6.65% Reduce -0.4% 379,252 $88.4M
Talbot Financial, LLC 10.75% Add +0.2% 378,843 $88.3M
Vestcor Inc 2.76% Add +10.1% 375,539 $87.5M
Community Trust & Investment Co. 5.51% Add +1.6% 372,795 $86.9M
Edgemoor Investment Advisors, Inc. 7.62% Reduce -2.0% 372,556 $86.8M
Jia Investment Alliance Pte. LTD. 8.82% No change 371,700 $86.6M
Means Investment Co., Inc. 9.59% Reduce -1.7% 370,553 $86.3M
Principle Wealth Partners LLC 6.11% Add +0.2% 369,901 $86.2M
Obermeyer Wealth Partners 4.61% Reduce -1.5% 369,159 $86.0M
Gerber Kawasaki Wealth & Investment Management 3.96% Add +1.1% 368,983 $86.0M
Jaffetilchin Investment Partners, LLC 6.52% Add +22.0% 368,336 $85.8M
Main Street Research LLC 5.39% Add +0.7% 367,344 $85.6M
ARS Investment Partners, LLC 7.66% Reduce -0.3% 366,907 $85.5M
Focus Partners Advisor Solutions, LLC 1.80% Add +7.0% 366,516 $85.4M
Financial Advocates Investment Management 4.83% Reduce -2.7% 366,327 $85.4M
Belmont Capital, LLC 14.16% Reduce -17.4% 365,671 $85.2M
Weatherly Asset Management L. P. 7.47% Reduce -1.6% 365,668 $85.2M
LVM Capital Management Ltd. 9.69% No change 404,507 $85.2M
Welch Group, LLC 3.69% Reduce -0.6% 363,921 $84.8M
Meridian Wealth Management, LLC 4.15% New 362,097 $84.4M
Siemens Fonds Invest GmbH 6.71% Reduce -0.4% 412,076 $84.3M
Wealth Alliance, LLC 10.02% Reduce -1.2% 360,218 $83.9M
McDaniel Terry & Co. 7.03% Add +0.1% 360,084 $83.9M
E Fund Management Co., Ltd. 4.30% Add +17.1% 359,348 $83.7M
Mgo One Seven LLC 3.62% Add +3.7% 359,027 $83.7M
Evergreen Capital Management LLC 2.80% Reduce -0.7% 358,675 $83.6M
Am Investment Strategies LLC 20.29% Reduce -2.6% 358,144 $83.4M
YHB Investment Advisors, Inc. 6.89% Reduce -1.2% 357,094 $83.2M
WealthPlan Investment Management, LLC 8.42% Add +32.6% 356,886 $83.2M
Plato Investment Management Ltd 6.72% Add +1.8% 355,760 $82.8M
U.S. Capital Wealth Advisors, LLC 2.94% Add +8.9% 354,994 $82.7M
SeaCrest Wealth Management, LLC 8.84% Reduce -0.9% 352,114 $82.0M
Wahed Invest LLC 14.56% Add +10.8% 351,354 $81.9M
Venture Visionary Partners LLC 3.61% Add +0.6% 349,192 $81.4M
Cornerstone Wealth Management, LLC 5.72% Add +0.3% 348,894 $81.3M
Albion Financial Group 5.64% Add +0.5% 348,794 $81.3M
Cobblestone Capital Advisors LLC 4.55% Add +11.2% 348,141 $81.1M
Harbor Investment Advisory, LLC 7.96% Reduce -0.1% 363,646 $80.7M
Atlantic Union Bankshares Corp 4.69% Reduce -1.1% 346,350 $80.7M
Brickley Wealth Management 16.46% Reduce -0.3% 346,180 $80.7M
Ballentine Partners, LLC 1.38% Add +3.5% 345,869 $80.6M
Birinyi Associates Inc. 23.13% Reduce -2.8% 345,873 $80.6M
Josh Arnold Investment Consultant, LLC 66.08% Reduce -0.8% 344,919 $80.4M
Academy Capital Management 13.89% Reduce -0.4% 344,271 $80.2M
United Services Automobile Association 2.04% Reduce -16.3% 344,070 $80.2M
Baskin Financial Services Inc. 6.55% Reduce -2.3% 343,315 $80.0M
Birch Hill Investment Advisors LLC 3.75% Reduce -0.1% 342,317 $79.8M
Belpointe Asset Management LLC 4.78% Reduce -5.7% 342,195 $79.7M
Foundations Investment Advisors, LLC 1.67% Add +17.1% 341,617 $79.6M
Grassi Investment Management 6.86% Reduce -0.2% 340,872 $79.4M
Avity Investment Management Inc. 6.18% Reduce -1.7% 340,499 $79.3M
Freedom Together Foundation 8.36% Reduce -60.1% 339,737 $79.2M
First Horizon Advisors, Inc. 2.19% Reduce -1.7% 338,200 $78.8M
Clear Harbor Asset Management, LLC 6.50% Reduce -0.1% 338,064 $78.8M
Carret Asset Management, LLC 8.52% Reduce -0.5% 337,029 $78.5M
GFI Investment Counsel Ltd. 9.10% Reduce -1.0% 336,597 $78.4M
Sloy Dahl & Holst, LLC 13.38% Reduce -6.9% 336,388 $78.4M
Montanova Capital, LLC 2.81% Reduce -7.5% 336,147 $78.3M
Kingswood Wealth Advisors, LLC 5.57% Add +12.4% 336,881 $78.2M
Martin Currie Ltd. 2.77% New 337,577 $78.1M
TCTC Holdings, LLC 2.64% Reduce -1.6% 335,012 $78.1M
Curi Capital, LLC 1.77% Add +7.3% 334,583 $78.0M
Rollins Financial Advisors, LLC 12.91% Reduce -1.1% 333,745 $77.8M
AMG National Trust Bank 2.10% Reduce -16.0% 333,504 $77.7M
Fulton Breakefield Broenniman LLC 5.42% Reduce -2.7% 333,367 $77.7M
Burns J W & Co. Inc. 10.07% Reduce -4.2% 332,334 $77.4M
Saratoga Research & Investment Management 3.39% Reduce -5.7% 332,200 $77.4M
Kanawha Capital Management LLC 5.60% Reduce -2.9% 330,801 $77.1M
First Foundation Advisors 2.89% Reduce -2.8% 329,448 $76.8M
Edmond DE Rothschild Holding S.A. 1.24% Add +4.6% 328,658 $76.6M
HBK Sorce Advisory LLC 2.33% Reduce -1.4% 328,278 $76.5M
Taurus Asset Management, LLC 7.44% Add +2.4% 328,236 $76.5M
Essex Financial Services, Inc. 5.47% Reduce -6.3% 322,522 $76.1M
LS Investment Advisors, LLC 11.23% Add +0.7% 326,251 $76.0M
Frank, Rimerman Advisors LLC 5.38% Reduce -7.5% 325,533 $75.8M
AlTi Global, Inc. 1.82% Add +4.8% 325,301 $75.8M
Northeast Financial Consultants Inc 3.27% Reduce -1.8% 320,842 $74.8M
Beacon Investment Advisory Services, Inc. 3.11% Reduce -0.6% 320,756 $74.7M
National Mutual Insurance Federation of Agricultural Cooperatives 0.67% No change 319,400 $74.4M
Western Wealth Management, LLC 4.24% Add +20.1% 319,397 $74.4M
Boston Family Office LLC 5.04% Reduce -1.9% 319,128 $74.4M
BLB&B Advisors, LLC 3.79% Reduce -2.3% 318,284 $74.2M
Himalaya Capital Management 2.99% Reduce -58.2% 317,700 $74.0M
Summit Trail Advisors, LLC 1.83% Add +10.6% 317,612 $74.0M
Farther Finance Advisors, LLC 2.77% Add +30.9% 317,153 $73.9M
Philadelphia Trust Co. 5.36% Add +0.5% 316,932 $73.8M
North Star Asset Management Inc. 3.31% Reduce -3.2% 316,509 $73.7M
General American Investors Co. Inc. 5.12% No change 316,000 $73.6M
Meeder Advisory Services, Inc. 4.76% Add +3.1% 315,416 $73.5M
Montag A & Associates Inc. 3.48% Reduce 0.0% 315,325 $73.5M
NBT Bank, N.A. 4.95% Reduce -2.4% 315,059 $73.4M
Northwest & Ethical Investments L.P. 1.94% Add +8.8% 314,787 $73.3M
Washington Trust Advisors, Inc. 6.31% Reduce -0.0% 314,311 $73.2M
Aljian Capital Management, LLC 17.07% Add +36.8% 313,323 $73.0M
Longbow Finance SA 7.77% Reduce -7.7% 312,708 $72.9M
Meiji Yasuda Life Insurance Co 1.35% Reduce -2.3% 312,691 $72.9M
GW Henssler & Associates Ltd. 4.11% Reduce -0.4% 311,500 $72.6M
Beese Fulmer Investment Management, Inc. 6.22% Reduce -1.2% 310,744 $72.4M
TRB Advisors LP 13.30% No change 310,000 $72.2M
Comgest Global Investors S.A.S. 1.03% Reduce -2.7% 309,404 $72.1M
IFP Advisors, Inc 2.60% Reduce -1.8% 309,234 $72.1M
Capital International Sarl 1.85% Add +10.9% 309,230 $72.1M
Sound View Wealth Advisors Group, LLC 5.87% Add +35.1% 308,775 $71.9M
Kimelman & Baird, LLC 5.73% Reduce -1.6% 308,098 $71.8M
Cincinnati Specialty Underwriters Insurance CO 21.10% No change 308,000 $71.8M
Rothschild Investment LLC 4.70% Reduce -4.9% 307,732 $71.7M
Stonebridge Capital Advisors LLC 5.83% Reduce -0.4% 306,693 $71.5M
Penobscot Investment Management Company, Inc. 6.43% Reduce -0.6% 306,682 $71.5M
Nwam LLC 4.35% Add +4.0% 306,430 $71.4M
Richard Bernstein Advisors LLC 1.53% Reduce -0.8% 306,207 $71.3M
Moody LYNN Lieberson & Walker, LLC 4.39% Add +0.1% 305,478 $71.2M
Bragg Financial Advisors, Inc 2.92% Add +1.7% 304,916 $71.0M
LMCG Investments, LLC 4.27% Reduce -3.7% 304,846 $71.0M
Lowe Brockenbrough & Co. Inc. 4.53% Reduce -5.1% 304,777 $71.0M
Aspiriant, LLC 2.69% Reduce -0.6% 304,551 $71.0M
Chesley Taft & Associates LLC 3.38% Reduce -0.3% 304,548 $71.0M
Forum Financial Management, LP 1.18% Reduce -1.1% 304,477 $70.9M
MPS Loria Financial Planners, LLC 21.08% Add +0.1% 303,545 $70.7M
RB Capital Management, LLC 17.39% Reduce -1.2% 302,430 $70.5M
Roundview Capital LLC 5.08% Reduce -0.3% 301,166 $70.2M
Mirae Asset Securities (usa) Inc. 4.05% Add +199.7% 300,962 $70.1M
Wendell David Associates Inc. 6.69% Reduce -0.4% 300,428 $70.0M
Baron Capital (BAMCO) 0.19% Add +0.0% 300,328 $70.0M
CFM Wealth Partners LLC 12.20% Add +0.1% 299,891 $69.9M
Southeast Asset Advisors, LLC 7.71% Reduce -0.9% 299,074 $69.7M
TrinityBridge Ltd 2.14% Add +2.5% 298,682 $69.6M
Annex Advisory Services, LLC 2.23% Add +48.5% 298,608 $69.6M
First Trust Investment Solutions L.P. 7.77% Add +11.5% 295,822 $68.9M
Ceeto Capital Group, LLC 25.59% Reduce -3.4% 294,296 $68.6M
SouthState Bank Corp 4.72% Reduce -0.5% 293,839 $68.5M
Fort Sheridan Advisors LLC 10.39% Add +2.0% 293,721 $68.4M
Simon Quick Advisors, LLC 4.32% Add +21.9% 293,674 $68.4M
GuideStone Capital Management, LLC 100.00% No change 293,577 $68.4M
M&G PLC 0.42% Add +42.4% 292,852 $68.2M
Diversify Advisory Services, LLC 3.66% Reduce -0.1% 288,349 $68.0M
Courier Capital LLC 4.66% Reduce -0.9% 291,858 $68.0M
S&co Inc. 4.44% Add +2.3% 291,739 $68.0M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2.13% Reduce -4.7% 291,208 $67.9M
Fulton Bank, N.A. 2.58% Add +0.1% 289,970 $67.6M
Allen Investment Management, LLC 0.80% No change 289,755 $67.5M
Iron Gate Global Advisors LLC 9.43% Reduce -5.6% 289,607 $67.5M
Fragasso Financial Advisors Inc 5.17% Reduce -0.2% 288,815 $67.3M
Wesleyan Assurance Society 5.33% No change 288,700 $67.3M
Shikiar Asset Management Inc. 19.41% Reduce -1.9% 288,270 $67.2M
First National Bank of Omaha 4.29% Reduce -3.5% 287,817 $67.1M
Bath Savings Trust Co 6.65% Add +0.2% 287,427 $67.0M
Heritage Wealth Advisors 3.13% Add +0.1% 286,513 $66.8M
Skye Global Management LP 1.61% Reduce -52.6% 286,500 $66.8M
Avestar Capital, LLC 7.24% Add +2.4% 285,667 $66.6M
SlateStone Wealth, LLC 5.99% Add +9.3% 285,536 $66.5M
Beaumont Financial Advisors, LLC 5.20% Reduce -1.9% 285,404 $66.5M
Ashton Thomas Private Wealth, LLC 3.54% Reduce -0.8% 285,248 $66.5M
ZWJ Investment Counsel Inc. 2.71% Reduce -0.9% 285,061 $66.4M
NZS Capital, LLC 2.58% Add +11.8% 284,174 $66.2M
Wedge Capital Management L L P 1.14% Reduce -17.8% 283,813 $66.1M
Bank Pictet & Cie (Europe) AG 1.56% Reduce -0.8% 283,781 $66.1M
Arkadios Wealth Advisors 3.71% Add +9.2% 280,824 $65.4M
First Nebraska Trust Co 6.36% Reduce -2.7% 280,419 $65.3M
Dillon & Associates Inc. 9.19% Reduce -0.7% 280,371 $65.3M
Bouchey Financial Group, Ltd. 5.84% Reduce -0.9% 280,259 $65.3M
Smithfield Trust Co 3.20% Reduce -0.1% 280,138 $65.3M
Fifth Third Wealth Advisors LLC 3.98% Add +14.4% 278,784 $65.0M
KMG Fiduciary Partners, LLC 5.61% Reduce -2.4% 278,746 $64.9M
Granite Investment Partners, LLC 2.77% Reduce -3.9% 278,135 $64.8M
Harbour Investments, Inc. 1.95% Reduce -3.1% 277,840 $64.7M
Hilltop Holdings Inc. 4.23% Add +83.7% 277,720 $64.7M
Marco Investment Management LLC 5.58% Reduce -0.7% 277,146 $64.6M
Osborne Partners Capital Management, LLC 3.66% Reduce -3.4% 276,798 $64.5M
Narwhal Capital Management 5.80% Add +2.5% 276,791 $64.5M
Private Capital Advisors, Inc. 7.05% Reduce -0.9% 276,209 $64.4M
Sonora Investment Management Group, LLC 4.80% Reduce -3.5% 274,946 $64.1M
Nixon Peabody Trust Co. 5.33% Reduce -0.6% 274,835 $64.0M
SCS Capital Management LLC 1.29% Add +12.4% 274,406 $63.9M
Dupont Capital Management Corp. 5.31% Add +4.5% 272,580 $63.5M
Mechanics Bank Trust Department 8.41% Add +85.2% 271,007 $63.1M
Marble Harbor Investment Counsel, LLC 6.89% Reduce -0.8% 270,270 $63.0M
Insight Holdings Group, LLC 2.73% No change 269,800 $62.9M
Hemenway Trust Co LLC 4.97% Reduce -3.3% 269,664 $62.8M
Falcon Wealth Planning 7.37% Add +0.4% 269,437 $62.8M
Transform Wealth, LLC 4.15% Add +8.4% 269,033 $62.7M
Ledyard National Bank 5.72% Reduce -1.8% 268,406 $62.5M
Hartline Investment Corp./ 7.75% Reduce -3.4% 266,818 $62.2M
Aureus Asset Management, LLC 4.06% Reduce -0.7% 266,409 $62.1M
Compound Planning, Inc. 3.88% Add +5.5% 266,264 $62.0M
Aviance Capital Partners, LLC 8.17% Add +0.5% 265,834 $61.9M
Prosperity Consulting Group, LLC 4.83% Add +171.5% 265,733 $61.9M
Kayne Anderson Rudnick Investment Management LLC 0.14% Add +10.2% 265,588 $61.9M
Avenir Corp. 6.22% Reduce -6.9% 264,852 $61.7M
Thomasville National Bank 4.57% Add +6.6% 264,740 $61.7M
Meeder Asset Management Inc. 4.12% Add +14.2% 264,696 $61.7M
Generate Investment Management Ltd 4.12% Add +3.6% 264,594 $61.6M
Lindbrook Capital, LLC 5.46% Add +1.4% 264,322 $61.6M
Stratos Wealth Advisors, LLC 2.82% Reduce -6.8% 263,206 $61.3M
Bar Harbor Wealth Management 3.92% Reduce -2.4% 263,013 $61.3M
Lee Danner & Bass Inc. 4.31% Reduce -1.8% 262,844 $61.2M
Clare Market Investments LLC 15.97% Reduce -2.1% 261,535 $60.9M
Picton Mahoney Asset Management 2.36% Reduce -20.1% 261,435 $60.9M
Blackhill Capital Inc. 3.51% No change 261,400 $60.9M
Violich Capital Management, Inc. 7.88% Reduce -1.7% 260,311 $60.7M
Middleton & Co. Inc. 6.70% Reduce -2.0% 260,223 $60.6M
Berkshire Asset Management LLC 3.08% No change 287,514 $60.6M
Bedrijfstakpensioenfonds Voor DE Media Pno 7.83% Reduce -5.2% 289,900 $60.5M
Leavell Investment Management, Inc. 3.01% Add +7.8% 259,265 $60.4M
Schechter Investment Advisors, LLC 4.46% Add +4.0% 259,244 $60.4M
Manchester Capital Management LLC 7.06% Reduce -1.5% 258,952 $60.3M
North Star Investment Management Corp. 4.17% Reduce -0.7% 258,856 $60.3M
Integrated Advisors Network LLC 2.89% Reduce -1.3% 258,160 $60.2M
Twin Capital Management Inc. 6.77% Reduce -1.0% 257,633 $60.0M
WMS Partners, LLC 3.35% Add +20.6% 256,569 $59.8M
Rockland Trust Co. 2.94% Reduce -1.9% 256,539 $59.8M
Nishkama Capital, LLC 9.20% Reduce -37.5% 256,007 $59.6M
Knights of Columbus Asset Advisors LLC 3.94% Add +5.0% 255,703 $59.6M
L. Roy Papp & Associates, LLP 7.21% Reduce -4.2% 255,568 $59.5M
Summit Financial, LLC 2.33% Add +25.7% 255,400 $59.5M
Jacobs & Co. 5.94% Reduce -1.6% 255,170 $59.5M
Archon Partners LLC 6.87% No change 255,000 $59.4M
Dock Street Asset Management Inc. 8.02% Reduce -7.0% 254,903 $59.4M
Stokes Family Office, LLC 6.49% Reduce -0.9% 254,454 $59.3M
Sumitomo Life Insurance Co. 1.16% Add +9.3% 254,357 $59.3M
Teamwork Financial Advisors, LLC 8.21% Add +4.3% 254,244 $59.2M
Chilton Investment Co. Inc. 1.55% Add +108.7% 253,849 $59.1M
Ar Asset Management Inc. 13.30% Reduce -2.4% 253,788 $59.1M
Silicon Valley Capital Partners 7.70% Add +12.8% 253,743 $59.1M
DORCHESTER WEALTH MANAGEMENT Co 10.77% Reduce -1.5% 253,354 $59.0M
Stillwater Capital Advisors, LLC 7.62% Reduce -0.4% 253,181 $59.0M
Martingale Asset Management L P 1.35% Reduce -15.5% 252,816 $58.9M
Meitav Investment House Ltd. 0.99% Reduce -68.9% 253,472 $58.8M
Capula Management Ltd 0.74% Reduce -82.6% 252,520 $58.8M
Evoke Wealth, LLC 1.60% Add +8888.5% 251,677 $58.6M
Klingman & Associates, LLC 3.59% Add +3.9% 248,989 $58.0M
Newlands Management Operations LLC 0.42% No change 248,975 $58.0M
Smith Group Asset Management, LLC 4.80% Add +5.1% 248,496 $57.9M
Palisade Capital Management, LP 1.73% Reduce -1.0% 248,356 $57.9M
Caldwell Trust Co 6.08% Add +0.5% 248,287 $57.9M
Connors Investor Services Inc. 5.59% Reduce -3.0% 248,369 $57.8M
Quadrant Capital Group LLC 4.01% Reduce -0.3% 247,505 $57.7M
NJ State Employees Deferred Compensation Plan 6.84% Reduce -0.8% 247,100 $57.6M
Foster & Motley Inc. 3.64% Reduce -2.5% 246,342 $57.4M
Gladstone Capital Management LLP 4.81% Reduce -28.6% 245,603 $57.2M
Forte Capital LLC 6.46% Reduce -2.1% 245,119 $57.1M
Hardman Johnston Global Advisors LLC 2.23% Reduce -4.3% 244,631 $57.0M
Forbes J M & Co. LLP 5.57% Add +0.0% 244,614 $57.0M
Pittenger & Anderson Inc. 2.12% Add +0.4% 243,299 $56.7M
Accredited Investors Inc. 3.23% Reduce -0.0% 242,442 $56.5M
First American Trust, FSB 5.60% Add +4.4% 242,382 $56.5M
SOA Wealth Advisors, LLC. 10.76% Reduce -1.7% 242,231 $56.4M
Quest Investment Management LLC 6.58% Reduce -21.9% 241,077 $56.2M
Alerus Financial NA 4.12% Reduce -3.5% 240,849 $56.1M
Zega Financial, LLC 18.33% Add +7.8% 239,383 $55.8M
Gladstone Institutional Advisory LLC 2.72% Add +10.8% 238,905 $55.7M
Suncoast Equity Management 6.34% Reduce -5.2% 238,868 $55.7M
Guardian Capital LP 2.04% Reduce -0.5% 238,750 $55.6M
Chicago Partners Investment Group LLC 1.98% Add +1.4% 241,004 $55.6M
Edgewood Management LLC 0.15% Reduce -0.9% 237,797 $55.4M
Tower Bridge Advisors 5.83% Add +0.6% 237,376 $55.3M
Sawgrass Asset Management LLC 5.74% Reduce -3.3% 236,737 $55.2M
Apriem Advisors 6.44% Reduce -3.1% 236,576 $55.1M
Bain Capital Public Equity Management II, LLC 2.50% Reduce -60.3% 236,259 $55.0M
WealthPLAN Partners, LLC 7.33% Reduce -26.0% 234,352 $54.6M
First Merchants Corp. 2.09% Reduce -0.7% 234,180 $54.6M
Palisade Asset Management, LLC 5.34% Reduce -0.7% 234,033 $54.5M
Telos Capital Management, Inc. 5.71% Add +0.7% 233,615 $54.4M
Biondo Investment Advisors, LLC 7.44% Reduce -0.8% 233,044 $54.3M
Crawford Investment Counsel Inc. 0.93% Add +0.1% 232,893 $54.3M
Cornerstone Wealth Group, LLC 4.49% Add +0.5% 232,665 $54.2M
Procyon Advisors, LLC 3.71% Add +3.4% 231,999 $54.0M
Krilogy Financial LLC 3.71% Add +0.7% 231,489 $53.9M
Amica Mutual Insurance Co. 5.21% Reduce -2.1% 231,005 $53.8M
Baker Chad R 10.55% Reduce -6.1% 230,474 $53.7M
UG Investment Advisers Ltd. 20.13% Add +14.9% 230,030 $53.6M
China Universal Asset Management Co., Ltd. 5.89% Add +93.4% 229,378 $53.4M
Flagship Harbor Advisors, LLC 2.93% Reduce -0.7% 229,034 $53.4M
Jag Capital Management, LLC 6.45% Add +15.8% 228,659 $53.3M
LaFleur & Godfrey LLC 7.34% Reduce -1.4% 228,400 $53.2M
Pinnacle Wealth Management Advisory Group, LLC 5.08% Reduce -0.8% 228,072 $53.1M
Vision Capital Management, Inc. 7.49% Reduce -0.5% 227,956 $53.1M
Columbia Asset Management 9.23% Reduce -1.1% 227,310 $53.0M
Mindset Wealth Management, LLC 21.84% — 226,901 $52.9M
Argent Financial Group, Inc. 6.27% — 226,838 $52.9M
Clough Capital Partners L P 5.41% Reduce -16.8% 226,790 $52.8M
Vancity Investment Management Ltd 6.33% Reduce -51.1% 226,689 $52.8M
Dixon Mitchell Investment Counsel Inc. 2.39% Add +0.6% 225,664 $52.6M
Harbour Trust & Investment Management Co 5.99% Reduce -2.4% 225,588 $52.6M
Webster Bank, N. A. 5.57% Reduce -4.2% 224,579 $52.3M
CapitalatWork S.A. 1.77% Reduce -60.0% 223,163 $52.0M
Fiduciary Group, LLC 5.25% Add +0.2% 222,534 $51.9M
Sfmg, LLC 4.20% Reduce -0.9% 222,415 $51.8M
Formidable Asset Management, LLC 8.26% Reduce -2.1% 221,889 $51.7M
Pallas Capital Advisors LLC 2.21% Add +3.4% 223,982 $51.6M
CHURCHILL MANAGEMENT Corp 0.59% Add +1.5% 220,910 $51.5M
Trust Co. of Toledo NA 6.95% Reduce -0.6% 220,445 $51.4M
Greenwood Gearhart LLC 4.27% Add +6.7% 220,439 $51.4M
Trexquant Investment LP 0.65% Add +11.4% 220,358 $51.3M
JGP Wealth Management, LLC 6.60% Add +5.2% 219,895 $51.2M
Nan Shan Life Insurance Co., Ltd. 1.20% Reduce -51.9% 219,189 $51.1M
Equitable Trust Co. 3.27% Add +0.4% 218,913 $51.0M
Schaper Benz & Wise Investment Counsel Inc. 4.07% Add +1.5% 218,804 $51.0M
Spinnaker Trust 3.14% Reduce -0.7% 218,563 $50.9M
Visionary Wealth Advisors 3.10% Reduce -1.7% 218,526 $50.9M
Physicians Financial Services, Inc. 15.83% Reduce -1.2% 218,429 $50.9M
Wedmont Private Capital 2.90% Add +12.2% 229,507 $50.9M
Fidelis Capital Partners, LLC 6.06% Add +7.1% 220,444 $50.9M
Graypoint LLC 3.26% Reduce -1.8% 218,290 $50.9M
Alps Advisors Inc. 0.34% Reduce -5.4% 218,010 $50.8M
Bristlecone Advisors, LLC 4.06% Add +3.4% 217,230 $50.6M
Verdence Capital Advisors LLC 4.03% Add +0.8% 217,010 $50.6M
Secure Asset Management, LLC 8.52% Add +3.4% 216,557 $50.5M
GYL Financial Synergies, LLC 3.79% Reduce -3.4% 216,537 $50.5M
Community Bank & Trust, Waco, Texas 11.36% Add +0.6% 216,411 $50.4M
Blue Chip Partners, LLC 4.37% Reduce -1.3% 216,003 $50.3M
Wealthcare Advisory Partners LLC 1.43% Reduce -1.1% 215,946 $50.3M
Elite Wealth Management, Inc. 11.54% Reduce -3.8% 215,308 $50.2M
Baltimore-Washington Financial Advisors, Inc. 2.73% Add +0.6% 215,217 $50.1M
Cullen Investment Group, LTD. 7.48% Reduce -2.2% 215,198 $50.1M
CORDA Investment Management, LLC. 3.91% Reduce -3.3% 215,174 $50.1M
Mullaney, Keating & Wright, Inc. 34.79% Reduce -0.2% 215,092 $50.1M
Balyasny Asset Management L.P. 0.13% Reduce -91.8% 215,008 $50.1M
KEYWISE CAPITAL MANAGEMENT (HK) Ltd 4.99% Add +0.4% 214,600 $50.0M
Private Advisory Group LLC 6.29% Reduce -1.9% 214,353 $49.9M
Alberta Investment Management Corp 0.45% Add +92.1% 214,000 $49.9M
Dorsey & Whitney Trust CO LLC 2.63% Add +11.5% 212,614 $49.5M
ClariVest Asset Management LLC 5.05% No change 234,802 $49.5M
Tompkins Financial Corp. 4.73% Reduce -0.3% 212,004 $49.4M
Cypress Capital Group 5.54% Reduce -1.1% 211,745 $49.3M
Fagan Associates, Inc. 8.29% Reduce -1.1% 211,659 $49.3M
Petredis Investment Advisors LLC 5.24% Add +0.3% 211,287 $49.2M
American Assets Investment Management, LLC 4.28% No change 210,000 $48.9M
Pine Valley Investments Ltd Liability Co 3.36% Reduce -20.8% 209,312 $48.8M
Soltis Investment Advisors LLC 4.76% Add +5.9% 209,065 $48.7M
GM Advisory Group, LLC 2.91% Add +1.1% 208,310 $48.5M
Estabrook Capital Management 7.25% Reduce -1.0% 208,205 $48.5M
Blue Fin Capital, Inc. 9.22% Reduce -0.3% 208,179 $48.5M
Resources Management Corp. /CT/ 6.53% Add +1.7% 207,656 $48.4M
Cadence Bank 3.33% Reduce -0.5% 207,429 $48.3M
BTC Capital Management, Inc. 4.29% Reduce -3.1% 207,284 $48.3M
Oakworth Capital, Inc. 3.35% Reduce -6.3% 207,271 $48.3M
Rossmore Private Capital 5.97% Reduce -0.5% 207,305 $48.3M
Waycross Partners, LLC 6.67% Add +10.0% 207,105 $48.3M
Lake Street Advisors Group, LLC 2.23% Reduce -3.1% 206,918 $48.2M
Greenwich Wealth Management LLC 3.27% Add +0.8% 206,529 $48.1M
Csenge Advisory Group 2.50% Reduce -1.5% 211,074 $48.0M
Steigerwald, Gordon & Koch Inc. 5.22% Add +0.6% 205,599 $47.9M
Valley Wealth Managers, Inc. 3.54% Add +1.3% 205,177 $47.8M
Ascent Group, LLC 3.62% Reduce -2.8% 205,001 $47.8M
Johnson Financial Group, Inc. 2.18% Reduce -1.5% 204,685 $47.7M
EverSource Wealth Advisors, LLC 3.01% Reduce -1.2% 203,947 $47.5M
Mather Group, Llc. 0.61% Reduce -49.5% 203,473 $47.4M
Capital Analysts, LLC 1.93% Add +11.4% 203,221 $47.4M
Executive Wealth Management, LLC 3.71% New 203,080 $47.3M
Principal Securities, Inc. 1.14% Add +11.8% 202,881 $47.3M
Centaurus Financial, Inc. 3.00% Add +2.2% 202,442 $47.2M
Egerton Capital (UK) LLP 0.47% New 201,738 $47.0M
Waldron Private Wealth LLC 1.95% Add +0.5% 201,703 $47.0M
CRA Financial Services, LLC 8.59% Reduce -0.3% 200,985 $46.8M
Keystone Financial Group 6.02% Reduce -1.5% 200,899 $46.8M
Renaissance Group LLC 1.92% Reduce -4.5% 200,542 $46.7M
Unigestion Holding SA 2.25% Add +358.2% 200,231 $46.7M
GAMMA Investing LLC 4.63% Add +34.9% 200,214 $46.6M
Honeycomb Asset Management LP 18.36% Reduce -20.0% 200,000 $46.6M
Zhang Financial LLC 2.94% Add +0.9% 199,665 $46.5M
WCG Wealth Advisors LLC 3.13% Add +0.2% 198,765 $46.3M
Kennedy Capital Management LLC 1.02% Add +27.9% 198,593 $46.3M
Once Capital Management, LLC 20.91% Add +211.8% 197,850 $46.1M
Thompson Siegel & Walmsley LLC 0.69% Reduce -6.0% 197,768 $46.1M
Jackson Wealth Management, LLC 5.50% Add +80.1% 197,641 $46.0M
Ycg, LLC 3.55% Add +0.2% 197,501 $46.0M
Culbertson A N & Co. Inc. 7.41% Reduce -2.2% 197,421 $46.0M
Madison Asset Management, LLC 0.52% Reduce -1.9% 197,303 $46.0M
Valmark Advisers, Inc. 0.72% Add +1.0% 197,176 $45.9M
One Wealth Advisors, LLC 7.05% Add +7.7% 197,106 $45.9M
Kintegral Advisory, LLC 4.20% Reduce -1.3% 196,631 $45.8M
American National Bank & Trust 5.39% Reduce -0.1% 196,243 $45.7M
Bridgewater Advisors Inc. 4.79% Reduce -0.1% 195,646 $45.7M
Nations Financial Group Inc, /Ia/ 3.30% Add +3.5% 195,351 $45.5M
GTS Securities LLC 0.91% Reduce -33.6% 195,212 $45.5M
BBR Partners, LLC 3.46% Reduce -1.9% 195,056 $45.4M
Fullerton Fund Management Co Ltd. 1.91% Reduce -47.9% 195,012 $45.4M
Octavia Wealth Advisors, LLC 5.60% Reduce -7.8% 194,974 $45.4M
Hendershot Investments Inc. 6.17% Reduce -10.2% 194,831 $45.4M
Calydon Capital 7.42% Add +98.8% 215,308 $45.4M
CreativeOne Wealth, LLC 1.54% Add +39.9% 194,628 $45.3M
Venturi Wealth Management, LLC 2.37% Add +5.3% 194,502 $45.3M
MayTech Global Investments, LLC 5.97% Add +13.0% 194,132 $45.2M
Naples Global Advisors, LLC 4.19% Reduce -2.2% 193,581 $45.1M
Invictus Private Wealth, LLC 3.57% Reduce -0.3% 193,547 $45.1M
Fiduciary Alliance LLC 5.99% Add +20.6% 193,392 $45.1M
Rice Partnership, LLC 9.06% Reduce -1.1% 193,127 $45.0M
Blue Investment Partners LLC 18.52% Add +0.7% 192,821 $44.9M
Pacific Global Investment Management Co. 8.11% Reduce -3.9% 192,690 $44.9M
Bowie Capital Management, LLC 2.52% Add +3.8% 192,126 $44.8M
Trivest Advisors Ltd 2.54% Reduce -64.0% 192,000 $44.7M
Trajan Wealth LLC 2.64% Add +9.5% 191,920 $44.7M
SP Asset Management LLC 3.70% Reduce -0.7% 191,434 $44.6M
Edge Wealth Management LLC 8.94% Reduce -0.7% 191,320 $44.6M
CoreCap Advisors, LLC 2.09% New 190,917 $44.5M
Forvis Mazars Wealth Advisors, LLC 1.02% Add +8.0% 190,635 $44.4M
WestEnd Advisors, LLC 1.09% Reduce -13.7% 190,504 $44.4M
Lanark Financial, Inc. 3.73% Add +0.6% 190,366 $44.4M
Boston Common Asset Management, LLC 1.16% Reduce -6.5% 190,272 $44.3M
Texas Yale Capital Corp. 1.93% Reduce -0.4% 190,183 $44.3M
Cassaday & Co Wealth Management LLC 1.25% Reduce -2.9% 190,035 $44.3M
Apexium Financial, LP 2.92% Add +0.2% 189,973 $44.3M
Cascade Financial Partners, LLC 5.53% Reduce -0.9% 186,989 $44.1M
Larson Financial Group LLC 2.49% Add +23.7% 188,001 $43.8M
Winslow Asset Management Inc. 8.10% Reduce -2.0% 187,935 $43.8M
Nilsine Partners, LLC 5.65% Reduce -1.4% 187,125 $43.6M
TBH Global Asset Management, LLC 9.50% Reduce -1.6% 186,825 $43.5M
Harvest Portfolios Group Inc. 1.44% Reduce -16.1% 186,516 $43.5M
Seizert Capital Partners, LLC 1.96% Add +1.4% 186,468 $43.4M
Americana Partners, LLC 2.96% Add +8.8% 186,062 $43.4M
Trybe Capital Management LP 15.04% No change 186,042 $43.3M
Griffin Asset Management, Inc. 4.85% Reduce -5.3% 185,967 $43.3M
K.J. Harrison & Partners Inc 6.54% Reduce -15.3% 183,054 $43.3M
Penn Davis McFarland Inc. 4.87% Add +12.4% 185,781 $43.3M
Liontrust Investment Partners LLP 0.61% No change 205,466 $43.3M
United Asset Strategies, Inc. 4.03% Add +15.6% 185,643 $43.3M
NORTHSTAR ASSET MANAGEMENT Co 9.89% Reduce -0.4% 185,267 $43.2M
Lyell Wealth Management, LP 3.92% Add +0.3% 184,977 $43.1M
Blue Trust, Inc. 0.56% Add +38.2% 204,525 $43.1M
City of London Investment Management Co. Ltd. 3.73% Reduce -13.5% 184,534 $43.0M
Sabal Trust CO 2.34% Add +17.8% 184,343 $43.0M
Confluence Wealth Services, Inc. 3.13% Reduce -0.7% 183,917 $42.9M
German American Bancorp, Inc. 4.53% Add +6.8% 183,768 $42.8M
Ramsay, Stattman, Vela & Price, Inc. 7.96% Reduce -1.9% 183,698 $42.8M
Aire Advisors, LLC 9.46% Reduce -0.4% 183,395 $42.7M
Geneos Wealth Management Inc. 1.63% Add +6.2% 183,254 $42.7M
Washington Trust Bank 4.09% Reduce -1.8% 183,241 $42.7M
Parcion Private Wealth LLC 3.55% Reduce -0.7% 183,060 $42.7M
Strategic Advisors LLC 7.95% Reduce -12.2% 182,792 $42.6M
Coastline Trust Co 5.00% Reduce -4.8% 182,770 $42.6M
Avitas Wealth Management LLC 5.99% Reduce -2.7% 182,767 $42.6M
Douglas Lane & Associates, LLC 0.58% Reduce -4.4% 182,640 $42.6M
Wealth Architects, LLC 4.80% Add +7.1% 182,203 $42.5M
Mark Asset Management LP 5.24% Reduce -0.4% 181,906 $42.4M
J.P. Marvel Investment Advisors, LLC 6.91% Reduce -0.2% 181,888 $42.4M
TruWealth Advisors, LLC 2.59% Add +0.8% 181,552 $42.3M
Oak Grove Capital LLC 9.31% Add +3.2% 180,487 $42.1M
Arthur M. Cohen & Associates, LLC 7.60% Reduce -0.3% 185,877 $42.1M
CSM Advisors, LLC 2.74% Reduce -7.9% 179,905 $41.9M
Good Life Advisors, LLC 2.58% Add +3.3% 179,865 $41.9M
Legacy Private Trust Co. 2.82% Add +1.4% 179,826 $41.9M
Woodmont Investment Counsel LLC 3.15% Reduce -0.5% 179,658 $41.9M
PFG Advisors 2.64% Reduce -3.5% 179,572 $41.8M
Rothschild Capital Partners, LLC 11.66% Add +0.1% 179,478 $41.8M
ARS Wealth Advisors Group, LLC 5.13% Add +0.8% 179,334 $41.8M
Avidian Wealth Enterprises, LLC 1.89% Reduce -1.6% 178,930 $41.7M
Shared Vision Wealth Group LLC 22.27% Reduce -0.1% 178,919 $41.7M
Kovack Advisors, Inc. 4.40% Reduce -3.2% 178,382 $41.6M
Buckingham Capital Management, Inc. 4.74% Reduce -2.5% 177,896 $41.4M
WP Advisors, LLC 15.14% Reduce -0.9% 177,794 $41.4M
Qtron Investments LLC 5.64% Reduce -0.6% 177,284 $41.3M
River Wealth Advisors LLC 5.50% Add +0.2% 177,111 $41.3M
Bank of Hawaii 1.72% Reduce -0.2% 176,801 $41.2M
Barr E S & Co. 2.57% Reduce -0.3% 176,729 $41.2M
Strategic Wealth Investment Group, LLC 4.41% Reduce -21.4% 181,847 $41.1M
Lake Street Private Wealth, LLC 6.63% Reduce -19.0% 176,331 $41.1M
Cercano Management LLC 0.98% Reduce -57.6% 176,043 $41.0M
DDD Partners, LLC 4.45% Reduce -5.0% 176,006 $41.0M
Checchi Capital Advisers, LLC 3.04% Reduce -5.3% 175,228 $40.8M
Novare Capital Management LLC 3.46% Reduce -1.6% 174,909 $40.8M
Cyndeo Wealth Partners, LLC 2.84% Add +36.0% 174,698 $40.7M
Campbell Capital Management Inc. 16.11% Reduce -0.3% 174,474 $40.7M
Ironwood Financial, llc 8.54% Reduce -11.7% 174,405 $40.6M
Callahan Advisors, LLC 3.96% Reduce -0.3% 174,243 $40.6M
L.M. Kohn & Company 10.28% Reduce -0.4% 174,072 $40.6M
AIA Group Ltd 1.05% Add +1.4% 173,990 $40.5M
Shufro Rose & Co. LLC 3.30% No change 192,155 $40.5M
MainStreet Investment Advisors LLC 5.37% Reduce -12.4% 173,325 $40.4M
Grove Bank & Trust 5.97% Add +6.3% 173,323 $40.4M
Avantax Planning Partners, Inc. 1.45% Reduce -8.3% 173,240 $40.4M
Manitou Investment Management Ltd. 7.68% Reduce -9.8% 173,187 $40.4M
JLB & Associates Inc. 5.18% Reduce -2.3% 172,682 $40.2M
Woodstock Corp. 3.87% Reduce -4.2% 172,459 $40.2M
Zullo Investment Group, Inc. 16.68% Add +0.6% 172,402 $40.2M
Smithbridge Asset Management Inc. 6.90% Add +22.5% 171,895 $40.1M
Vantage Investment Partners, LLC 3.36% Reduce -21.4% 171,865 $40.0M
TriaGen Wealth Management LLC 13.40% Add +136.1% 171,691 $40.0M
Bordeaux Wealth Advisors LLC 7.24% Add +1.8% 171,682 $40.0M
Parkside Financial Bank & Trust 5.58% Add +1.6% 171,474 $40.0M
Berger Financial Group, Inc 2.88% Add +2.2% 171,186 $39.9M
Draper Asset Management, LLC 28.77% Reduce -1.2% 170,976 $39.8M
Synergy Asset Management, LLC 6.04% Add +43.4% 170,552 $39.7M
Cliftonlarsonallen Wealth Advisors, LLC 0.91% Add +77.4% 170,327 $39.7M
Mengis Capital Management, Inc. 7.83% Reduce -3.7% 170,006 $39.6M
Mirabaud & Cie SA 11.49% Add +110.2% 169,657 $39.5M
Avior Wealth Management, LLC 1.57% Reduce -2.0% 169,679 $39.5M
Fiduciary Financial Group, LLC 9.07% Add +3.0% 174,987 $39.5M
Sittner & Nelson, LLC 17.65% Reduce -0.2% 169,425 $39.5M
Mitchell Capital Management Co. 6.88% Add +3.5% 169,079 $39.4M
Pure Financial Advisors, LLC 0.95% Reduce -0.7% 169,060 $39.4M
GHP Investment Advisors, Inc. 1.81% Reduce -2.6% 168,984 $39.4M
Perennial Investment Advisors, LLC 5.11% Reduce -0.1% 168,817 $39.3M
Miller Wealth Advisors, LLC 21.40% Reduce -1.8% 169,140 $39.3M
Knuff & Co LLC 11.95% Add +0.3% 168,077 $39.2M
Allen Mooney & Barnes Investment Advisors LLC 6.67% Reduce -0.8% 168,038 $39.2M
SignalPoint Asset Management, LLC 9.14% Reduce -1.1% 171,820 $39.1M
Sage Capital Advisors,llc 10.21% Reduce -4.7% 167,854 $39.1M
Azzad Asset Management Inc. 4.38% Reduce -0.8% 167,486 $39.0M
Rokos Capital Management LLP 1.42% New 167,433 $39.0M
United Bank 4.53% Add +0.4% 167,042 $38.9M
Trust Asset Management LLC 3.10% Reduce -1.6% 166,876 $38.9M
Saybrook Capital 10.97% Reduce -8.3% 166,747 $38.9M
First National Advisers, LLC 6.17% Add +8.6% 166,023 $38.7M
Wedgewood Partners Inc. 7.02% Reduce -1.0% 171,782 $38.7M
Vest Financial, LLC 0.74% Add +25.6% 165,771 $38.6M
Schnieders Capital Management LLC 7.40% Reduce -0.2% 165,466 $38.6M
RFG Advisory, LLC 1.17% Reduce -2.8% 165,382 $38.5M
Pennsylvania Capital Management Inc. 13.88% Reduce -3.3% 165,158 $38.5M
1ST Source Bank 2.17% Reduce -0.9% 165,148 $38.5M
Smith, Moore & Co. 3.67% Add +0.0% 165,055 $38.5M
TCV Trust & Wealth Management, Inc. 3.44% Reduce -2.3% 164,874 $38.4M
Westmount Partners, LLC 11.54% Add +0.1% 164,653 $38.4M
Solidarity Wealth, LLC 10.38% Add +6.1% 164,452 $38.3M
OAKMONT Corp 7.36% Reduce -41.2% 171,705 $38.3M
Hunter Associates Investment Management LLC 5.93% Reduce -1.1% 164,235 $38.3M
Waters Parkerson & Co., LLC 1.94% Reduce -1.5% 163,815 $38.2M
Buckley Wealth Management, LLC 11.75% Reduce -3.0% 163,769 $38.2M
Bedell Frazier Investment Counselling, LLC 9.11% Reduce -2.6% 163,662 $38.1M
Nadler Financial Group, Inc. 4.20% Reduce -0.4% 163,512 $38.1M
Rehmann Capital Advisory Group 2.49% Reduce -2.7% 163,414 $38.1M
Koshinski Asset Management, Inc. 3.29% Reduce -2.7% 163,641 $38.1M
First Long Island Investors, LLC 2.99% Add +91.5% 163,068 $38.0M
DRW Securities, LLC 2.09% Reduce -13.0% 162,991 $38.0M
Kelly Lawrence W & Associates Inc. 8.67% Reduce -0.8% 162,495 $37.9M
Cozad Asset Management Inc. 3.62% Reduce -6.3% 162,494 $37.9M
Folger Nolan Fleming Douglas Capital Management, Inc. 3.74% Reduce -7.2% 162,324 $37.8M
M&R Capital Management Inc. 8.32% Reduce -3.5% 162,112 $37.8M
Capital International Ltd. 1.62% Reduce -0.2% 161,729 $37.7M
Affinity Capital Advisors, LLC 7.29% Reduce -0.9% 161,602 $37.7M
Ameritas Advisory Services, LLC 1.62% Reduce -60.4% 161,502 $37.6M
Peachtree Investment Partners, LLC 14.15% Reduce -0.1% 161,447 $37.6M
West Coast Financial LLC 4.14% Add +0.0% 161,347 $37.6M
Staley Capital Advisers Inc. 1.68% Reduce -0.9% 161,182 $37.6M
Colonial Trust Co / SC 5.79% Add +22.0% 161,078 $37.5M
Mill Creek Capital Advisors, LLC 0.90% Reduce -6.4% 160,964 $37.5M
Progressive Investment Management Corp 9.62% Reduce -1.1% 160,896 $37.5M
Moody National Bank Trust Division 4.01% Add +7.5% 160,653 $37.4M
Certuity, LLC 4.03% Reduce -28.4% 160,199 $37.3M
GAM Holding AG 2.97% Reduce -1.4% 159,970 $37.3M
Cabot Wealth Management Inc. 4.64% Reduce -1.5% 159,352 $37.1M
Capstone Financial Advisors, Inc. 2.28% Reduce -0.8% 159,051 $37.1M
Concentric Capital Strategies, LP 2.33% Reduce -2.9% 158,844 $37.0M
Schmidt P J Investment Management Inc. 6.39% Reduce -1.1% 158,816 $37.0M
Kiley Juergens Wealth Management, LLC 9.59% Reduce -0.8% 158,631 $37.0M
Kavar Capital Partners Group, LLC 5.84% Reduce -1.1% 158,536 $36.9M
CX Institutional 1.64% Reduce -3.3% 158,484 $36.9M
Cooper Creek Partners Management LLC 1.19% Add +21.9% 158,352 $36.9M
Conway Capital Management, Inc. 17.87% Reduce -0.5% 158,045 $36.8M
Winthrop Advisory Group LLC 4.54% Add +2.5% 157,689 $36.7M
Global X Japan Co., Ltd. 4.69% Add +19.4% 157,464 $36.7M
Manning & Napier Advisors LLC 0.40% Reduce -69.1% 157,074 $36.6M
Clarkston Capital Partners, LLC 0.67% Add +0.4% 157,043 $36.6M
Sandbox Financial Partners, LLC 12.95% Reduce -2.0% 157,004 $36.6M
Northstar Group, Inc. 6.63% Reduce -2.1% 156,329 $36.4M
Strategic Blueprint, LLC 2.27% Reduce -0.1% 156,236 $36.4M
Westchester Capital Management, Inc. 8.84% Reduce -10.4% 156,149 $36.4M
Gryphon Financial Partners LLC 5.01% Add +2.7% 155,891 $36.3M
Linscomb Wealth, Inc. 1.80% Reduce -3.7% 155,833 $36.3M
Sargent Investment Group, LLC 6.51% Reduce -0.6% 155,565 $36.2M
Pitcairn Co. 2.14% Reduce -8.5% 155,540 $36.2M
HughesLittle Investment Management Ltd. 7.36% Reduce -0.2% 155,386 $36.2M
Howe & Rusling Inc. 3.11% Add +2.1% 155,331 $36.2M
TrinityPoint Wealth, LLC 5.18% Reduce -0.9% 154,655 $36.0M
Guinness Asset Management LTD 0.68% Reduce -1.7% 154,282 $35.9M
Sompo Asset Management Co., Ltd. 5.62% Add +1.1% 153,986 $35.9M
Condor Capital Management 3.23% Reduce -1.7% 153,824 $35.8M
DE Burlo Group Inc. 4.39% Reduce -27.1% 153,158 $35.7M
Skylands Capital, LLC 4.84% Reduce -12.3% 153,055 $35.7M
West Branch Capital LLC 12.31% Add +0.4% 152,742 $35.6M
Cumberland Partners Ltd 2.47% Reduce -0.4% 152,558 $35.5M
Goelzer Investment Management, Inc. 1.94% Reduce -2.8% 152,108 $35.4M
Terril Brothers, Inc. 11.75% No change 152,011 $35.4M
JB Capital LLC 2.03% Add +1.1% 151,869 $35.4M
Arvest Bank Trust Division 2.04% — 151,860 $35.4M
Cape Cod Five Cents Savings Bank 3.24% Reduce -2.4% 151,758 $35.4M
Godsey & Gibb, Inc. 3.38% Add +0.3% 151,564 $35.3M
Evernest Financial Advisors, LLC 9.51% Add +298.9% 151,345 $35.3M
Denali Advisors LLC 3.77% New 150,684 $35.1M
First National Bank & Trust Co. of Newtown 6.72% Add +0.2% 150,505 $35.1M
Cigna Investments Inc. 6.21% Reduce -1.4% 150,069 $35.0M
Bennett Selby Investments LP 14.68% Reduce -0.3% 149,866 $34.9M
Oak Asset Management, LLC 12.36% Reduce -3.5% 149,863 $34.9M
Knollwood Investment Advisory, LLC 3.74% No change 149,835 $34.9M
Anderson Hoagland & Co. 3.56% Reduce -0.3% 153,704 $34.9M
Sander Capital Advisors Inc. 16.13% Reduce -0.1% 149,433 $34.8M
Private Trust Co. NA 3.51% Reduce -1.7% 149,338 $34.8M
Bluespring Wealth Management, LLC 3.49% Reduce -3.0% 149,329 $34.8M
Nicolet Advisory Services, LLC 3.28% Add +0.4% 154,131 $34.8M
GLOBALT Investments LLC / GA 1.30% Reduce -2.0% 149,275 $34.8M
CHICAGO TRUST Co NA 6.27% Add +15.2% 149,219 $34.8M
Journey Advisory Group, LLC 4.17% Add +0.5% 165,009 $34.8M
Fortitude Family Office, LLC 13.77% Add +5.6% 149,117 $34.7M
Marietta Investment Partners LLC 7.37% Reduce -1.8% 149,028 $34.7M
Rockline Wealth Management, LLC 9.80% Add +2.0% 149,027 $34.7M
Capital Investment Advisory Services, LLC 3.29% Reduce -3.5% 148,973 $34.7M
Cooper Financial Group 4.50% Add +3.0% 148,644 $34.6M
Diamant Asset Management, Inc. 21.68% Reduce -0.6% 148,481 $34.6M
Harbor Advisors LLC 5.79% No change 148,400 $34.6M
Cypress Funds LLC 4.49% No change 148,297 $34.6M
Schwarz Dygos Wheeler Investment Advisors LLC 8.61% Reduce -2.7% 148,157 $34.5M
Morningstar Investment Management LLC 3.41% Add +1.9% 149,112 $34.5M
Legacy Advisors, LLC 3.73% Add +0.9% 147,941 $34.5M
Nemes Rush Group LLC 5.00% Reduce -0.7% 200,953 $34.5M
Missouri Trust & Investment Co 12.03% Reduce -0.6% 147,889 $34.5M
NatWest Group plc 10.18% Add +75.0% 147,832 $34.4M
Segment Wealth Management, LLC 2.37% Reduce -0.9% 147,780 $34.4M
Lazari Capital Management, Inc. 14.73% Reduce -1.8% 147,748 $34.4M
Baader Bank Aktiengesellschaft 2.90% Reduce -31.4% 149,928 $34.4M
IFG Advisory, LLC 2.18% Reduce -0.1% 147,118 $34.3M
Greenwood Capital Associates LLC 4.46% Reduce -2.2% 147,043 $34.3M
Capital Asset Advisory Services LLC 1.71% Reduce -0.8% 151,479 $34.2M
Signet Financial Management, LLC 4.35% Reduce -0.9% 146,471 $34.1M
Occidental Asset Management, LLC 5.50% Add +3.1% 146,301 $34.1M
Greatmark Investment Partners, Inc. 4.62% Reduce -0.8% 146,232 $34.1M
Whalerock Point Partners, LLC 8.39% Add +4.1% 146,135 $34.0M
Clarity Financial LLC 4.00% Add +3.5% 146,122 $34.0M
Hamilton Capital Partners Inc. 2.94% Reduce -2.4% 145,956 $34.0M
Zevin Asset Management LLC 5.26% Reduce -0.7% 145,836 $34.0M
Mitchell McLeod Pugh & Williams Inc. 7.08% Reduce -2.2% 145,560 $33.9M
McKinley Carter Wealth Services, Inc. 2.05% Add +0.1% 145,453 $33.9M
SageView Advisory Group, LLC 1.72% Reduce -16.6% 145,289 $33.9M
Bridgeway Capital Management, LLC 0.73% Reduce -3.1% 144,236 $33.6M
Addenda Capital Inc. 1.20% Add +0.2% 144,061 $33.6M
TCI Wealth Advisors, Inc. 2.83% Add +2.4% 144,042 $33.6M
South Street Advisors LLC 5.09% Reduce -4.7% 143,738 $33.5M
Hemington Wealth Management 9.01% Reduce -0.9% 148,117 $33.5M
FAS Wealth Partners, Inc. 2.66% Add +1.9% 143,582 $33.5M
Auxano Advisors, LLC 8.64% Add +0.7% 143,274 $33.4M
Simplex Trading, LLC 1.12% New 143,113 $33.3M
Schonfeld Strategic Advisors LLC 0.27% Reduce -75.6% 143,011 $33.3M
Tamar Securities, LLC 4.69% Add +39.7% 142,900 $33.3M
Advisor OS, LLC 3.31% Add +5.1% 142,658 $33.2M
Sand Hill Global Advisors, LLC 1.40% Reduce -2.4% 142,604 $33.2M
Westwood Wealth Management 13.02% Add +7.8% 142,501 $33.2M
Ardent Capital Management, Inc. 15.08% Reduce -2.3% 142,416 $33.2M
Ascent Wealth Partners, LLC 4.62% Reduce -1.3% 142,258 $33.1M
Financiere des Professionnels - Fonds d'investissement inc. 2.26% Add +97.3% 142,182 $33.1M
Wittenberg Investment Management, Inc. 10.73% Reduce -10.2% 142,145 $33.1M
Front Row Advisors LLC 11.81% Reduce -2.0% 142,124 $33.1M
First Financial Bank - Trust Division 3.03% Reduce -1.9% 142,114 $33.1M
Lodestar Private Asset Management LLC 4.21% Reduce -0.8% 141,973 $33.1M
Somerville Kurt F 5.31% Reduce -2.3% 141,651 $33.0M
Two Sigma Securities, LLC 2.60% Reduce -30.3% 141,620 $33.0M
Summit Rock Advisors, LP 12.90% Add +0.1% 141,544 $33.0M
Fairview Capital Investment Management, LLC 1.78% Add +1.0% 141,527 $33.0M
Ostrum Asset Management 2.73% Reduce -4.7% 141,512 $33.0M
BetterWealth, LLC 9.73% Reduce -3.6% 141,249 $32.9M
Norman Fields, Gottscho Capital Management, LLC 10.88% Reduce -0.7% 141,124 $32.9M
Hayek Kallen Investment Management 11.63% Reduce -1.1% 140,878 $32.8M
Country Club Bank 2.19% Reduce -1.2% 143,857 $32.8M
Matrix Asset Advisors Inc. 3.64% Add +1.6% 140,607 $32.8M
Core Alternative Capital 6.33% Reduce -3.5% 140,541 $32.7M
Clarius Group, LLC 2.29% Reduce -2.9% 140,698 $32.7M
Chemistry Wealth Management LLC 7.82% Reduce -6.1% 140,268 $32.7M
JFS Wealth Advisors, LLC 2.18% Add +9.9% 140,049 $32.6M
Kidder Stephen W 9.63% Reduce -0.8% 139,974 $32.6M
Premier Path Wealth Partners, LLC 5.14% Add +0.1% 139,901 $32.6M
Martin Capital Advisors, LLP 23.21% Reduce -0.3% 139,857 $32.6M
Princeton Capital Management LLC 10.26% Add +1.1% 139,854 $32.6M
Searle & Co. 8.11% Reduce -0.0% 139,507 $32.5M
SevenBridge Financial Group, LLC 6.26% Add +0.1% 144,834 $32.5M
NTV Asset Management LLC 4.34% Reduce -0.4% 139,359 $32.5M
Canandaigua National Bank & Trust Co. 3.10% Add +2.9% 139,337 $32.5M
Leo Wealth, LLC 2.96% Reduce -1.7% 139,213 $32.4M
Arjuna Capital 8.38% Reduce -1.4% 138,830 $32.3M
FourThought Financial Partners, LLC 3.83% Reduce -20.3% 138,719 $32.3M
Wellington Shields Capital Management, LLC 5.62% Reduce -0.4% 138,689 $32.3M
Rowlandmiller & Partners.adv 6.55% Reduce -0.7% 138,280 $32.2M
Foster Group, Inc. 1.20% Reduce -6.0% 138,213 $32.2M
MIdWestOne Financial Group, Inc. 4.44% Reduce -1.4% 138,154 $32.2M
Monetary Management Group Inc. 8.26% Reduce -2.4% 137,983 $32.2M
San Luis Wealth Advisors LLC 6.64% Add +2.0% 137,973 $32.1M
Svenska Handelsbanken AB (publ) 16.21% New 137,966 $32.1M
LGT Fund Management Co Ltd. 3.34% Add +9.2% 141,596 $32.1M
Manchester Global Management (UK) Ltd 5.18% Add +3.9% 137,668 $32.1M
Quent Capital, LLC 3.25% Add +6.6% 137,845 $32.0M
Spirepoint Private Client, LLC 4.22% Reduce -0.2% 136,941 $31.9M
Semus Wealth Partners LLC 22.31% Add +0.4% 136,904 $31.9M
Laurel Wealth Advisors LLC 5.12% Reduce -0.4% 136,839 $31.9M
Syon Capital LLC 2.82% Reduce -4.3% 136,805 $31.9M
GPS Wealth Strategies Group, LLC 4.25% Add +1.6% 136,934 $31.9M
Firetrail Investments PTY Ltd. 9.18% New 136,907 $31.9M
M Holdings Securities, Inc. 8.01% Reduce -57.1% 136,732 $31.9M
NWF Advisory Services Inc. 4.63% Add +0.4% 136,616 $31.8M
James Investment Research, Inc. 3.67% Reduce -2.9% 136,548 $31.8M
Sterling Investment Advisors, Ltd. 8.06% Reduce -1.6% 136,525 $31.8M
Bourne Lent Asset Management Inc. 12.06% Add +0.3% 136,444 $31.8M
Hamilton Wealth, LLC 7.74% Add +0.6% 135,929 $31.7M
RPG Investment Advisory, LLC 4.52% Add +2.0% 135,857 $31.7M
Hilton Capital Management, LLC 2.45% Reduce -10.6% 135,717 $31.6M
Hardy Reed LLC 2.83% Add +0.8% 135,617 $31.6M
Litman Gregory Wealth Management LLC 2.64% Reduce -2.7% 135,555 $31.6M
Covington Investment Advisors Inc. 4.74% Reduce -0.2% 135,436 $31.6M
Oddo BHF Asset Management Sas 1.57% — 135,226 $31.5M
L & S Advisors Inc 3.68% Reduce -10.1% 134,868 $31.4M
CIC Wealth, LLC 8.11% Reduce -1.0% 134,709 $31.4M
Embree Financial Group 5.58% Reduce -0.8% 134,547 $31.3M
Resolute Wealth Strategies, LLC 16.24% Reduce -1.8% 134,187 $31.3M
Hills Bank & Trust Co 2.36% Reduce -1.5% 134,155 $31.3M
Regal Investment Advisors LLC 2.19% Reduce -6.0% 134,109 $31.2M
Ironwood Investment Counsel, LLC 5.18% Reduce -1.1% 133,615 $31.1M
Cypress Wealth Services, LLC 6.43% Add +0.6% 133,518 $31.1M
Augustine Asset Management Inc. 10.86% Reduce -1.5% 133,515 $31.1M
Howard Financial Services, LTD. 4.49% Reduce -0.5% 133,404 $31.1M
Inscription Capital, LLC 4.62% Reduce -3.3% 133,124 $31.0M
Alley Investment Management Company, LLC 3.93% Add +0.0% 133,098 $31.0M
Simmons Bank 2.24% Add +1.6% 132,641 $30.9M
Bensler, LLC 3.90% Add +2.1% 132,548 $30.9M
Oxford Financial Group, LTD. LLC 1.96% Reduce -1.2% 132,368 $30.8M
Steele Capital Management, Inc. 1.61% Reduce -0.7% 132,207 $30.8M
Clarity Wealth Advisors, LLC 8.93% Add +0.4% 131,793 $30.7M
CCM Investment Advisers LLC 3.42% Add +0.8% 131,655 $30.7M
Platform Technology Partners 9.64% Add +1.3% 133,028 $30.7M
Callan Capital, LLC 2.14% Reduce -8.5% 131,573 $30.7M
Wallington Asset Management, LLC 4.27% Add +5.7% 131,557 $30.7M
Regatta Capital Group, LLC 5.95% Add +2.3% 131,520 $30.6M
Chickasaw Capital Management LLC 1.31% No change 130,917 $30.5M
Orange Investment Advisors, Inc. 3.37% Reduce -6.8% 130,770 $30.5M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 7.46% Add +0.1% 130,550 $30.4M
OMC Financial Services LTD 14.37% No change 144,315 $30.4M
Smartleaf Asset Management LLC 3.68% Add +35.6% 133,153 $30.3M
Lombard Odier Asset Management (Europe) Ltd 2.00% Reduce -20.7% 130,001 $30.3M
XML Financial, LLC 2.81% Reduce -1.0% 129,840 $30.3M
Strategic Planning Group, LLC 5.94% Add +2.2% 129,312 $30.1M
RWQ Financial Management Services, Inc. 10.44% Reduce -47.0% 129,248 $30.1M
Pettyjohn, Wood & White, Inc. 5.54% Reduce -0.1% 129,166 $30.1M
Intrust Bank NA 3.00% Reduce -3.2% 128,780 $30.0M
Atwood & Palmer Inc. 2.04% Add +0.7% 128,776 $30.0M
Harris Associates (Oakmark Funds) 0.05% Add +0.8% 128,731 $30.0M
Legacy Capital Group California, Inc. 9.97% Reduce -0.5% 128,617 $30.0M
StoneX Group Inc. 2.18% Reduce -7.2% 128,119 $29.9M
Institute for Wealth Management, LLC. 3.76% Reduce -0.4% 127,905 $29.8M
CFO4Life Group, LLC 5.28% Reduce -2.9% 127,892 $29.8M
Founders Financial Alliance, LLC 8.29% Reduce -0.5% 127,841 $29.8M
Tyche Wealth Partners LLC 6.74% Reduce -1.3% 127,668 $29.7M
Benin Management CORP 8.36% Add +0.2% 127,628 $29.7M
LVW Advisors, LLC 3.80% Reduce -3.5% 127,411 $29.7M
City Holding Co. 4.11% Reduce -3.0% 127,237 $29.6M
Angeles Wealth Management, LLC 2.55% Add +6.1% 127,059 $29.6M
Gilliland Jeter Wealth Management LLC 9.56% Reduce -2.9% 127,013 $29.6M
New Hampshire Trust 6.33% Reduce -1.0% 126,784 $29.5M
Parthenon LLC 3.52% Add +1.3% 126,393 $29.4M
Sigma Investment Counselors Inc. 1.73% Add +0.2% 126,349 $29.4M
Nwi Management LP 3.50% Reduce -76.5% 126,100 $29.4M
Norden Group LLC 3.47% Add +86.9% 126,057 $29.4M
Cornerstone Advisory, LLC 3.86% Reduce -0.6% 125,992 $29.4M
Anchor Investment Management, LLC 2.76% Add +0.1% 125,723 $29.3M
Activest Wealth Management 9.04% Reduce -0.2% 125,615 $29.3M
Amova Asset Management Americas, Inc. 0.33% Reduce -5.7% 125,597 $29.3M
1776 Wealth LLC 13.22% Reduce -3.3% 125,511 $29.2M
Facet Wealth, Inc. 0.83% Add +4.3% 131,068 $29.2M
Holderness Investments Co. 6.38% Add +1.3% 125,343 $29.2M
Bogart Wealth, LLC 1.38% Reduce -0.4% 125,305 $29.2M
Southland Equity Partners LLC 7.10% Add +4.0% 125,301 $29.2M
Summit Securities Group LLC 18.45% Reduce -37.8% 125,000 $29.1M
Ascentis Independent Advisors 4.55% Add +10.2% 124,972 $29.1M
Arete Wealth Advisors, LLC 2.49% Reduce -34.0% 125,411 $29.1M
Algert Global LLC 0.78% Add +4035.9% 124,862 $29.1M
Onex Canada Asset Management Inc. 3.40% Reduce -0.8% 124,757 $29.1M
Canal Capital Management, LLC 4.64% Add +0.7% 124,656 $29.0M
Retirement Planning Group, LLC 1.58% Add +22.1% 124,681 $29.0M
Hutchinson Capital Management 5.50% Reduce -18.0% 124,561 $29.0M
Horiko Capital Management LLC 8.39% Reduce -4.5% 125,036 $29.0M
Galvin, Gaustad & Stein, LLC 2.62% Reduce -12.2% 124,485 $29.0M
Tradition Wealth Management, LLC 2.58% Reduce -1.6% 124,473 $29.0M
King Wealth Management Group 4.52% Reduce -0.7% 124,360 $29.0M
Adero Partners, LLC 1.92% Reduce -0.9% 123,989 $28.9M
GenTrust, LLC 1.41% Add +3.8% 123,830 $28.9M
Icon Wealth Advisors, LLC 2.40% Add +1.9% 123,487 $28.8M
Citizens National Bank Trust Department 6.05% Reduce -0.3% 123,433 $28.8M
Claro Advisors Inc. 3.72% Add +4.3% 123,266 $28.7M
Jackson Square Capital, LLC 7.13% Add +6.0% 123,232 $28.7M
MJP Associates Inc. 5.44% Add +2.6% 123,077 $28.7M
Continuum Advisory, LLC 3.66% Add +6.5% 125,641 $28.7M
Hoertkorn Richard Charles 12.37% Reduce -2.7% 123,029 $28.7M
Concentrum Wealth Management 11.15% Add +1.1% 123,005 $28.7M
Selway Asset Management 11.18% Reduce -0.5% 122,762 $28.6M
Patton Albertson Miller Group, LLC 3.88% Reduce -3.1% 122,306 $28.5M
J. W. Coons Advisors, LLC 5.30% Reduce -1.2% 122,250 $28.5M
Trust Point Inc. 2.14% Add +0.5% 122,232 $28.5M
Dundas Partners LLP 2.05% No change 122,222 $28.5M
Pioneer Trust Bank N A 7.25% Reduce -3.7% 121,660 $28.3M
Graves Light Lenhart Wealth, Inc. 3.48% Reduce -24.0% 121,603 $28.3M
Shepherd Financial Partners LLC 3.41% Add +2.1% 121,519 $28.3M
Winch Advisory Services, LLC 7.83% Reduce -2.4% 121,460 $28.3M
Magnus Financial Group LLC 2.89% Add +1.0% 121,443 $28.3M
Stevens Capital Management LP 4.02% Add +1959.4% 121,216 $28.2M
Cardiff Park Advisors, LLC 2.55% Add +1.3% 121,131 $28.2M
Lee Financial Co 4.01% Add +59.6% 121,066 $28.2M
RNC Capital Management LLC 1.56% No change 133,906 $28.2M
Peak Asset Management, LLC 5.31% Reduce -5.0% 120,972 $28.2M
Creative Financial Designs Inc. 2.38% Add +2.6% 120,926 $28.2M
Concourse Financial Group Securities, Inc. 1.68% Reduce -2.6% 140,592 $28.2M
Red Door Wealth Management, LLC 4.69% Add +6.8% 120,849 $28.2M
Maryland Capital Advisors Inc. 13.65% Reduce -3.6% 120,600 $28.1M
Te Ahumairangi Investment Management Ltd 4.97% Add +1.7% 121,033 $28.0M
GAMCO Investors 0.29% Reduce -2.9% 120,315 $28.0M
Money Concepts Capital Corp. 2.13% Reduce -2.3% 120,311 $28.0M
Conning Inc. 0.97% Reduce -1.0% 120,282 $28.0M
Security National Bank 3.81% Reduce -0.6% 120,185 $28.0M
Main Street Financial Solutions, LLC 2.57% Reduce -9.5% 120,115 $28.0M
RBF Capital, LLC 1.43% No change 120,000 $28.0M
Verity & Verity, LLC 2.74% Add +1.0% 119,973 $28.0M
Texas Capital Bank Wealth Management Services Inc 2.75% Reduce -6.4% 119,879 $27.9M
Arcadia Investment Management Corp. 4.59% Add +1.1% 119,862 $27.9M
GW&K Investment Management, LLC 0.24% Add +837.2% 119,779 $27.9M
Valley National Advisers Inc. 5.02% Reduce -17.0% 119,376 $27.8M
Community Financial Services Group, LLC 5.69% Reduce -1.6% 119,299 $27.8M
Broadleaf Partners, LLC 6.57% Reduce -0.4% 119,158 $27.8M
Quantum Private Wealth, LLC 9.39% Reduce -2.5% 119,037 $27.7M
Cypress Asset Management Inc. 6.90% Add +1.6% 118,903 $27.7M
Old Mission Investment Co LLC 8.49% Add +0.2% 118,653 $27.6M
RPS Advisory Solutions LLC 19.79% Add +35.1% 118,630 $27.6M
RMR Wealth Builders 2.93% Add +1.4% 118,476 $27.6M
Liberty Wealth Management LLC 4.69% Reduce -34.8% 118,449 $27.6M
Valicenti Advisory Services Inc. 7.07% Reduce -1.6% 118,204 $27.5M
TRUE Private Wealth Advisors 3.29% Reduce -20.9% 118,197 $27.5M
Wells Trecaso Financial Group, LLC 9.06% Reduce -0.5% 118,158 $27.5M
American Money Management, LLC 5.50% Reduce -2.9% 118,047 $27.5M
First Hawaiian Bank 0.88% Reduce -12.1% 118,009 $27.5M
B.O.S.S. Retirement Advisors, LLC 5.53% Add +8.8% 117,896 $27.5M
BSN CAPITAL PARTNERS Ltd 5.34% Reduce -95.3% 120,000 $27.4M
Nicholas Hoffman & Company, LLC. 1.16% Reduce -1.6% 117,720 $27.4M
Sanders Morris Harris LLC 4.55% Reduce -8.7% 117,715 $27.4M
1834 Investment Advisors Co. 3.19% Reduce -10.4% 117,676 $27.4M
Arrow Financial Corp 2.53% Add +0.1% 117,384 $27.4M
Broderick Brian C 5.35% Reduce -2.5% 117,271 $27.3M
Sowa Financial Group, Inc. 17.25% Reduce -2.1% 117,113 $27.3M
Scott & Selber, Inc. 8.47% Reduce -0.4% 117,071 $27.3M
Abacus FCF Advisors LLC 6.32% Add +0.0% 117,003 $27.3M
Jamison Private Wealth Management, Inc. 4.14% Add +1.3% 116,833 $27.2M
GC Wealth Management RIA, LLC 4.75% Add +10.0% 116,813 $27.2M
AdvisorNet Financial, Inc 2.03% Add +4.0% 116,746 $27.2M
Grand Jean Capital Management Inc. 6.08% Add +0.0% 116,591 $27.2M
Marietta Wealth Management, LLC 3.94% Reduce -0.2% 116,518 $27.1M
Tyler-Stone Wealth Management 5.12% Add +107.0% 116,344 $27.1M
Supplemental Annuity Collective Trust of NJ 8.00% Reduce -2.5% 116,200 $27.1M
Jasper Ridge Partners, L.P. 0.77% No change 115,577 $26.9M
Sunbelt Securities, Inc. 2.64% Add +3.9% 115,493 $26.9M
First Western Trust Bank 1.21% Reduce -2.2% 115,423 $26.9M
Millennium Capital Advisors, LLC 17.54% Reduce -2.6% 115,247 $26.9M
Decatur Capital Management, Inc. 12.36% Add +0.1% 115,203 $26.8M
Beverly Hills Private Wealth, LLC 5.47% Reduce -1.4% 115,016 $26.8M
McGuire Investment Group, LLC 3.77% Reduce -2.0% 114,915 $26.8M
James J. Burns & Company, LLC 4.84% Add +3.0% 114,839 $26.8M
GeoWealth Management, LLC 0.94% Reduce -3.2% 114,470 $26.7M
Westover Capital Advisors, LLC 5.12% Add +5.4% 114,336 $26.6M
Biechele Royce Advisors 8.77% Reduce -1.8% 114,250 $26.6M
Farmers Trust Co. 4.96% Reduce -1.4% 114,211 $26.6M
Strategic Wealth Partners, Ltd. 2.55% Add +4.1% 113,938 $26.5M
Sierra Summit Advisors LLC 6.10% Add +6.0% 113,820 $26.5M
Advisory Alpha, LLC 0.94% Add +12.5% 113,574 $26.5M
Sierra Capital LLC 3.15% Add +70.6% 113,444 $26.4M
Beck Mack & Oliver LLC 0.51% Reduce -1.0% 113,272 $26.4M
Financial Avengers, Inc. 12.98% Reduce -1.6% 113,209 $26.4M
Bellecapital International Ltd. 5.28% Add +1.9% 113,175 $26.4M
Brady Family Wealth, LLC 7.91% Add +1.1% 113,124 $26.4M
Barlow Wealth Partners, LLC 3.45% Add +0.4% 118,888 $26.4M
Trifecta Capital Advisors, LLC 5.51% Reduce 0.0% 113,026 $26.3M
Copeland Capital Management, LLC 0.46% Reduce -3.7% 112,983 $26.3M
Oak Associates Ltd. 1.77% No change 112,894 $26.3M
Brown Miller Wealth Management, LLC 10.21% Add +0.5% 112,736 $26.3M
TTP Investments, Inc. 9.03% Add +4.7% 112,677 $26.3M
RKL Wealth Management LLC 2.37% Add +0.1% 112,526 $26.2M
Plancorp, LLC 1.07% Reduce -8.9% 112,197 $26.1M
Sage Mountain Advisors LLC 2.23% Add +3.8% 112,089 $26.1M
Werba Rubin Papier Wealth Management 6.12% Add +17.7% 112,056 $26.1M
Oxbow Advisors, LLC 2.66% Reduce -5.9% 111,953 $26.1M
Plimoth Trust Co. LLC 6.57% Add +1.0% 111,896 $26.1M
Essex Bank 6.50% Add +2.8% 111,818 $26.1M
Atwater Malick LLC 8.38% Add +1.3% 111,726 $26.0M
Connecticut Wealth Management, LLC 1.26% Add +1.4% 111,723 $26.0M
Prairie Sky Financial Group LLC 14.79% Reduce -0.2% 111,643 $26.0M
Financial Engines Advisors L.L.C. 0.05% Reduce -0.8% 111,634 $26.0M
JCIC Asset Management Inc. 10.66% Add +0.6% 111,561 $26.0M
Tenere Capital LLC 6.88% Add +3.3% 111,031 $25.9M
Garde Capital, Inc. 1.70% Reduce -1.6% 110,910 $25.8M
Regent Peak Wealth Advisors LLC 5.93% Add +1.6% 110,808 $25.8M
Wellington Shields & Co., LLC 7.85% Reduce -0.5% 110,771 $25.8M
Fulcrum Capital LLC 5.61% Add +3.4% 110,619 $25.8M
Willis Investment Counsel 1.67% Add +0.0% 110,534 $25.8M
Edge Capital Group, LLC 1.14% Reduce -2.6% 110,365 $25.7M
Lester Murray Antman dba SimplyRich 7.15% Reduce -0.2% 110,006 $25.6M
Whitener Capital Management, Inc. 7.27% Reduce -1.6% 110,023 $25.6M
Alexander Labrunerie & Co., Inc. 11.88% Reduce -5.6% 109,912 $25.6M
Mattern Wealth Management LLC 5.63% Add +0.3% 109,894 $25.6M
Romano Brothers and Company 3.19% Reduce -0.9% 109,727 $25.6M
Prestige Wealth Management Group LLC 5.28% Reduce -1.5% 109,384 $25.5M
Smith Anglin Financial, LLC 2.45% Add +0.1% 109,383 $25.5M
Montag & Caldwell, LLC 5.18% Reduce -4.0% 109,364 $25.5M
Asset Dedication, LLC 1.72% Reduce -4.5% 109,278 $25.5M
Peddock Capital Advisors, LLC 6.10% Reduce -0.6% 108,869 $25.4M
Balentine LLC 1.00% Add +88.0% 108,534 $25.3M
Trustmark Bank Trust Department 1.90% Reduce -12.0% 107,867 $25.1M
MSA Advisors, LLC 6.47% Reduce -0.4% 107,690 $25.1M
Cornell Pochily Investment Advisors, Inc. 8.70% Add +0.0% 107,586 $25.1M
HTLF Bank 2.71% Reduce -2.6% 107,155 $25.0M
Ellevest, Inc. 1.38% Add +0.3% 106,977 $24.9M
Elk River Wealth Management LLC 4.53% Add +0.9% 106,964 $24.9M
180 Wealth Advisors, LLC 3.92% Reduce -0.7% 106,947 $24.9M
TD Private Client Wealth LLC 0.72% Add +6.5% 106,889 $24.9M
Financial Partners Group, Inc 3.68% Add +0.7% 106,714 $24.9M
Zions Bancorporation, N.A. 1.81% Add +3.8% 106,630 $24.8M
LM Advisors LLC 5.09% Reduce -1.9% 106,592 $24.8M
Ithaka Group LLC 4.70% Reduce -2.9% 106,432 $24.8M
Winning Points Advisors, LLC 46.93% — 145,174 $24.8M
Keel Point, LLC 2.06% Add +4.9% 106,168 $24.7M
CMH Wealth Management LLC 5.82% Reduce -0.6% 106,162 $24.7M
Personal Cfo Solutions, LLC 3.45% Add +9.9% 106,029 $24.7M
Paulson Wealth Management Inc. 6.61% Reduce -1.9% 105,990 $24.7M
Vishria Bird Financial Group, LLC 9.34% Reduce -1.4% 105,749 $24.6M
Ridgecrest Wealth Partners, LLC 12.81% Add +0.8% 105,427 $24.6M
Rappaport Reiches Capital Management, LLC 6.53% Add +5.2% 105,358 $24.5M
Altfest L J & Co. Inc. 3.27% Reduce -1.9% 105,269 $24.5M
Empire Life Investments Inc. 1.49% Add +16.3% 105,173 $24.5M
9258 Wealth Management, LLC 3.62% Reduce -1.6% 105,163 $24.5M
Little House Capital LLC 7.02% Add +14.2% 105,070 $24.5M
Goldstream Capital Management Ltd 11.05% Reduce -10.1% 104,879 $24.4M
Tufton Capital Management 4.58% Reduce -0.8% 104,878 $24.4M
Kozak & Associates, Inc. 5.76% Add +0.2% 105,163 $24.4M
Focused Wealth Management, Inc 3.28% Reduce -5.4% 104,572 $24.4M
Cyrus J. Lawrence, LLC 4.78% Reduce -0.8% 104,554 $24.4M
Members Trust Co 0.79% Reduce -3.1% 104,458 $24.3M
Clean Yield Group 7.74% Add +8.1% 104,448 $24.3M
D L Carlson Investment Group Inc. 4.40% Reduce -1.2% 104,407 $24.3M
Accurate Wealth Management, LLC 4.87% Add +8.8% 103,801 $24.3M
Modern Wealth Management, LLC 1.49% Add +1.7% 103,983 $24.2M
Avala Global LP 1.59% Reduce -56.1% 103,790 $24.2M
Canvas Wealth Advisors, LLC 6.67% Add +12.8% 103,596 $24.1M
AlphaStar Capital Management, LLC 1.92% Add +13.7% 103,575 $24.1M
Summit X, LLC 5.86% Reduce -5.0% 114,375 $24.1M
PFC Capital Group, Inc. 11.61% Reduce -1.0% 103,409 $24.1M
Marks Group Wealth Management, Inc 2.30% Reduce -0.8% 103,325 $24.1M
Harvey Capital Management Inc. 6.01% Reduce -3.3% 103,191 $24.0M
Ballast Advisors LLC 7.43% Reduce -10.3% 103,154 $24.0M
Abner Herrman & Brock LLC 2.90% Reduce -0.3% 103,074 $24.0M
Harrell Investment Partners, LLC 6.79% Reduce -1.5% 103,016 $24.0M
Naviter Wealth, LLC 3.34% Reduce -1.1% 102,859 $24.0M
University of Texas/Texas Am Investment Management Co. 3.89% Add +45.3% 102,842 $24.0M
Spectrum Wealth Counsel, LLC 2.83% Reduce -6.0% 102,819 $24.0M
BSW Wealth Partners 3.59% Add +2.1% 102,798 $24.0M
Laird Norton Wetherby Trust Company, LLC 3.14% Add +15.7% 102,781 $23.9M
Motco 2.39% Reduce -5.6% 102,532 $23.9M
Ables, Iannone, Moore & Associates, Inc. 15.43% Reduce -8.2% 102,489 $23.9M
Stockman Wealth Management, Inc. 3.71% Add +1.3% 102,466 $23.9M
PGIM Custom Harvest LLC 0.48% Add +1.0% 102,464 $23.9M
Absher Wealth Management, LLC 3.07% Reduce -10.1% 102,283 $23.8M
Haverford Financial Services, Inc. 6.82% Reduce -9.7% 102,240 $23.8M
Covenant Asset Management, LLC 5.28% Reduce -0.6% 102,222 $23.8M
Moneco Advisors, LLC 2.96% Reduce -12.0% 102,145 $23.8M
Mirador Capital Partners LP 4.26% Reduce -3.1% 101,693 $23.7M
Brandywine Oak Private Wealth LLC 2.29% Add +0.7% 101,428 $23.6M
Riverview Capital Advisers, LLC 7.28% Reduce -0.2% 101,415 $23.6M
Plante Moran Financial Advisors, LLC 2.01% Add +2.9% 101,307 $23.6M
GSG Advisors LLC 7.79% Add +1.3% 104,157 $23.6M
Mitchell Sinkler & Starr 5.92% Add +1.9% 105,184 $23.5M
Sentinel Trust Co. Lba 2.67% Reduce -2.3% 100,545 $23.4M
Watts Gwilliam & Co., LLC 5.11% — 103,719 $23.4M
NFJ Investment Group, LLC 0.69% Reduce -10.5% 100,482 $23.4M
True North Advisors, LLC 6.12% Reduce -16.3% 100,322 $23.4M
Stratos Investment Management, LLC 1.63% Reduce -3.4% 100,320 $23.4M
Independence Bank of Kentucky 5.02% Add +26.3% 100,257 $23.4M
Chapin Davis, Inc. 7.57% Reduce -0.4% 100,236 $23.4M
Navalign, LLC 6.87% Add +4.0% 100,188 $23.3M
Martin Investment Management, LLC 5.71% Reduce -4.8% 100,179 $23.3M
Manhattan West Asset Management, LLC 6.03% Add +3.6% 100,115 $23.3M
Benedict Financial Advisors Inc. 5.51% Reduce -3.9% 100,108 $23.3M
Capital Planning Advisors, LLC 3.52% Add +4.6% 99,950 $23.3M
Moloney Securities Asset Management, LLC 3.14% Reduce -0.7% 99,898 $23.3M
Jeppson Wealth Management, LLC 8.34% Reduce -0.4% 99,881 $23.3M
Asset Management Group, Inc. 3.29% Reduce -0.4% 99,834 $23.3M
Key Financial Inc 5.14% Reduce -0.0% 99,772 $23.2M
Hamilton Point Investment Advisors, LLC 4.19% Reduce -0.1% 99,657 $23.2M
PDS Planning, Inc 2.08% Add +1.6% 99,602 $23.2M
Weil Company, Inc. 7.59% Reduce -0.5% 99,245 $23.1M
Chelsea Counsel Co. 11.39% Reduce -1.7% 99,183 $23.1M
FRG Family Wealth Advisors LLC 4.13% Reduce -0.4% 99,163 $23.1M
Guyasuta Investment Advisors Inc. 1.42% Reduce -0.7% 98,812 $23.0M
Peak Planning Group, LLC 10.09% Reduce -0.1% 98,732 $23.0M
Peterson Wealth Services 7.35% Add +1.4% 98,794 $23.0M
Guardian Investment Management 19.81% Add +7.2% 98,729 $23.0M
Traphagen Investment Advisors LLC 2.32% Add +10.4% 98,586 $23.0M
Nelson Capital Management, LLC 3.86% Add +1.2% 98,209 $22.9M
Ellis Investment Partners, LLC 4.46% Reduce -0.3% 98,114 $22.9M
Aaron Wealth Advisors LLC 2.71% Add +16.3% 97,771 $22.8M
Harbor Island Capital LLC 10.77% No change 97,688 $22.8M
Accent Capital Management, LLC 13.06% Reduce -5.0% 97,602 $22.7M
Northstar Asset Management Inc. 5.58% Reduce -4.5% 97,493 $22.7M
Monograph Wealth Advisors, LLC 2.96% Reduce -18.7% 97,480 $22.7M
Atlas Private Wealth Advisors 3.29% Reduce -0.1% 97,372 $22.7M
Perkins Coie Trust Co 5.03% Reduce -1.9% 97,265 $22.7M
Villere St Denis J & Co. LLC 1.89% Reduce -2.0% 97,247 $22.7M
Pinnacle Wealth Planning Services, Inc. 3.08% Add +9.0% 97,173 $22.6M
Herold Advisors, Inc. 4.90% Reduce -0.7% 96,926 $22.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3.42% Add +0.5% 96,685 $22.5M
Paragon Capital Management LLC 11.65% Reduce -0.2% 96,611 $22.5M
Catalyst Financial Partners LLC 4.40% Add +4.3% 96,589 $22.5M
Insight Advisors, LLC/ PA 3.91% Reduce -3.1% 96,465 $22.5M
Zuckerman Investment Group, LLC 2.31% Add +2.3% 96,377 $22.5M
Meridian Wealth Advisors, LLC 3.75% Reduce -3.3% 96,369 $22.5M
Lathrop Investment Management Co. 4.17% Reduce -1.3% 96,301 $22.4M
CenterBook Partners LP 1.38% Add +69.8% 96,271 $22.4M
HFR Wealth Management, LLC 5.45% Reduce -0.0% 96,252 $22.4M
Elyxium Wealth, LLC 12.31% — 96,014 $22.4M
Bfsg, LLC 2.59% Reduce -2.0% 95,690 $22.3M
JTC Employer Solutions Trustee Ltd 1.46% Reduce -1.2% 95,685 $22.3M
WoodTrust Financial Corp 3.17% Reduce -2.6% 95,648 $22.3M
EagleClaw Capital Managment, LLC 3.72% Add +5.5% 95,493 $22.2M
Montis Financial, LLC 7.88% Reduce -7.1% 95,187 $22.2M
Loomis Sayles & Co. L P 0.03% Reduce -10.9% 95,106 $22.2M
Vantage Wealth 4.79% Reduce -7.1% 95,093 $22.2M
Jacobi Capital Management LLC 1.67% Add +2.5% 94,951 $22.1M
Armstrong, Fleming & Moore, Inc 12.88% Reduce -2.5% 94,857 $22.1M
Family Manage LLC 3.68% Add +0.2% 94,828 $22.1M
O'Dell Group, LLC 4.90% Reduce -5.1% 94,774 $22.1M
Grandfield & Dodd, LLC 1.31% Reduce -0.1% 94,557 $22.0M
Quadcap Wealth Management, LLC 3.44% Add +8.3% 94,401 $22.0M
Oak Harvest Investment Services 3.16% Reduce -33.4% 94,206 $21.9M
Arlington Financial Advisors, LLC 4.51% Reduce -1.4% 94,161 $21.9M
Act Two Investors LLC 4.14% Reduce -0.2% 94,125 $21.9M
Adams Asset Advisors, LLC 2.96% Reduce -3.4% 94,026 $21.9M
Stonebridge Capital Management Inc. 8.68% Reduce -1.1% 93,883 $21.9M
SOL Capital Management CO 2.43% Reduce -8.1% 93,813 $21.9M
IPG Investment Advisors LLC 4.75% Reduce -31.7% 93,673 $21.8M
Capital City Trust Co. 5.42% Add +0.5% 93,669 $21.8M
Bill Few Associates, Inc. 7.74% Reduce -0.9% 93,643 $21.8M
First PREMIER Bank 5.43% Add +1.7% 93,467 $21.8M
Brooklyn Investment Group 7.16% Add +7.3% 93,437 $21.8M
Jessup Wealth Management, Inc 9.98% Reduce -7.9% 93,402 $21.8M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3.31% Add +0.3% 93,381 $21.8M
Taylor Hoffman Capital Management LLC 8.34% — 96,271 $21.7M
Toth Financial Advisory Corp. 2.57% Reduce -0.8% 93,224 $21.7M
Ransom Advisory, Ltd 10.14% Reduce -1.9% 93,111 $21.7M
Walter & Keenan Wealth Management LLC /in/ 6.58% Reduce -0.4% 92,894 $21.6M
Liberty Capital Management, Inc. 4.79% Reduce -1.9% 92,891 $21.6M
GDS Wealth Management 2.11% Add +3.0% 92,753 $21.6M
Titan Global Capital Management USA LLC 3.37% Reduce -3.1% 92,660 $21.6M
Bison Wealth, LLC 3.44% Reduce -46.1% 92,547 $21.6M
Rench Wealth Management, Inc. 7.39% Reduce -0.9% 92,403 $21.5M
St. Clair Advisors, LLC 6.11% Reduce -0.1% 92,364 $21.5M
Aries Wealth Management 5.91% Reduce -0.7% 92,352 $21.5M
Brave Asset Management Inc. 5.34% Reduce -0.4% 92,351 $21.5M
Private Capital Management LLC 3.89% Add +25.6% 92,297 $21.5M
Mine & Arao Wealth Creation & Management, LLC. 9.98% Add +0.7% 92,263 $21.5M
Riversedge Advisors, LLC 4.88% Add +0.4% 92,255 $21.5M
Onyx Bridge Wealth Group LLC 3.24% Reduce -0.7% 92,252 $21.5M
Central Bank & Trust Co. 2.96% Reduce -6.4% 92,068 $21.5M
Everhart Financial Group, Inc. 4.75% Add +13.1% 94,815 $21.4M
ProVise Management Group, LLC 1.70% Reduce -1.7% 91,951 $21.4M
Marcum Wealth, LLC 1.99% Add +0.7% 91,734 $21.4M
Guardian Asset Advisors, LLC 14.51% Reduce -0.5% 91,662 $21.4M
United American Securities Inc. (d/b/a UAS Asset Management) 5.19% Reduce -3.7% 91,651 $21.4M
Sterneck Capital Management, LLC 11.55% Reduce -1.4% 91,598 $21.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.82% Reduce -2.2% 91,584 $21.3M
Strategic Investment Advisors / MI 2.33% Add +5.9% 91,440 $21.3M
Roberts Wealth Advisors, LLC 6.89% Add +2.2% 94,309 $21.3M
Slow Capital, Inc. 3.26% Add +0.6% 91,353 $21.3M
SkyOak Wealth, LLC 4.71% Reduce -2.6% 91,338 $21.3M
Levin Capital Strategies, L.P. 2.06% Reduce -10.2% 91,280 $21.3M
Warther Private Wealth, LLC 7.50% Reduce -22.6% 91,274 $21.3M
Northwest Bank & Trust Co 16.17% Add +0.1% 91,256 $21.3M
Central Pacific Bank - Trust Division 2.80% Reduce -12.9% 91,229 $21.3M
Westhampton Capital, LLC 10.78% Reduce -6.8% 91,186 $21.2M
Global Endowment Management, LP 2.14% Reduce -2.7% 91,074 $21.2M
Westbourne Investment Advisors, Inc. 7.41% Reduce -0.4% 91,024 $21.2M
McCollum Christoferson Group LLC 6.14% Reduce -0.7% 90,945 $21.2M
Mission Creek Capital Partners, Inc. 4.92% Add +3.0% 90,845 $21.2M
Isthmus Partners, LLC 2.51% Reduce -2.1% 90,722 $21.1M
Carolinas Wealth Consulting LLC 3.83% Add +0.1% 90,696 $21.1M
MBL Wealth, LLC 2.28% Reduce -9.9% 90,663 $21.1M
Tanager Wealth Management LLP 2.84% Add +0.3% 90,642 $21.1M
Wealth Effects LLC 7.40% Reduce -1.5% 90,612 $21.1M
HWG Holdings LP 7.26% Add +31.3% 90,599 $21.1M
Carmichael Hill & Associates, Inc. 7.80% Reduce -0.3% 90,530 $21.1M
BNC Wealth Management, LLC 7.77% Add +0.3% 90,501 $21.1M
Vertex Planning Partners, LLC 5.03% Add +6.4% 90,365 $21.1M
Ipswich Investment Management Co., Inc. 4.87% Reduce -2.2% 90,320 $21.0M
Allen Capital Group, LLC 2.67% Add +3.7% 90,316 $21.0M
O'ROURKE & COMPANY, Inc 10.52% Reduce -0.3% 90,188 $21.0M
Lineweaver Wealth Advisors, LLC 4.00% Add +2.0% 90,086 $21.0M
Red Lighthouse Investment Management, LLC 8.17% Reduce -1.0% 89,712 $20.9M
Optimum Investment Advisors 9.03% Reduce -1.8% 89,688 $20.9M
MV Capital Management, Inc. 2.22% Add +12.4% 89,615 $20.9M
Inlet Private Wealth, LLC 5.30% Reduce -0.3% 89,587 $20.9M
MCF Advisors LLC 1.46% Reduce -1.5% 89,496 $20.9M
First Interstate Bank 1.27% Reduce -0.3% 89,388 $20.8M
Mayflower Financial Advisors, LLC 3.14% Reduce -2.1% 89,338 $20.8M
Kapstone Financial Advisors LLC 12.62% Add +0.0% 91,355 $20.8M
Proficio Capital Partners LLC 2.06% Reduce -16.3% 89,008 $20.7M
Rheos Capital Works Inc. 1.08% New 89,000 $20.7M
Legacy Trust 4.74% Reduce -2.4% 88,608 $20.6M
Guardian Capital Advisors LP 2.03% Add +1.6% 91,236 $20.6M
Sound Income Strategies, LLC 1.33% Add +1.4% 88,531 $20.6M
Puzo Michael J 5.38% Reduce -0.6% 88,350 $20.6M
AIMZ Investment Advisors, LLC 7.02% Reduce -0.4% 88,232 $20.6M
Laffer Tengler Investments, Inc. 5.01% Add +1.1% 88,176 $20.5M
Raab & Moskowitz Asset Management LLC 5.20% Reduce -1.4% 88,137 $20.5M
Westside Investment Management, Inc. 4.35% Reduce -1.0% 90,003 $20.4M
EPG Wealth Management LLC 5.15% Add +0.0% 87,547 $20.4M
Unisphere Establishment 0.19% Reduce -7.2% 87,500 $20.4M
Carroll Investors, Inc 13.36% Add +1.6% 87,623 $20.4M
Wright Investors Service Inc. 5.33% Add +7.2% 87,347 $20.4M
Foster Dykema Cabot & Partners, LLC 1.71% Add +3.5% 87,322 $20.3M
Beacon Bank & Trust 4.77% Add +3.4% 87,220 $20.3M
EULAV Asset Management 0.49% Add +4.8% 87,056 $20.3M
Ausdal Financial Partners, Inc. 2.11% Add +3.5% 87,025 $20.3M
Round Rock Advisors LLC 4.73% Reduce -4.7% 86,847 $20.2M
Pegasus Asset Management, Inc. 6.10% Reduce -3.1% 86,480 $20.1M
Atlas Wealth LLC 12.83% Add +0.1% 86,406 $20.1M
DF Dent & Co. Inc. 0.24% Reduce -8.7% 86,381 $20.1M
Great Lakes Retirement, Inc. 2.58% Add +3.1% 86,245 $20.1M
Trek Financial, LLC 1.50% Reduce -36.5% 86,223 $20.1M
FinTrust Capital Advisors, LLC 3.41% Add +2.5% 86,154 $20.1M
SFE Investment Counsel 4.17% Reduce -1.3% 85,984 $20.0M
Intrua Financial, LLC 3.25% Reduce -19.4% 85,710 $20.0M
Mattern Capital Management, LLC 2.51% Reduce -0.5% 85,552 $19.9M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.65% Reduce -25.4% 85,329 $19.9M
STF Management LP 9.05% Reduce -9.8% 85,324 $19.9M
Guardian Wealth Advisors, LLC / NC 2.15% Reduce -3.3% 85,296 $19.9M
Trivium Point Advisory, LLC 2.77% Add +1.9% 88,182 $19.9M
Breakwater Capital Group 4.00% Reduce -0.9% 85,155 $19.8M
Rockport Wealth LLC 5.28% Add +9.6% 84,969 $19.8M
Schwerin Boyle Capital Management Inc. 2.07% Reduce -45.6% 84,950 $19.8M
Leonteq Securities AG 2.33% Add +19.4% 84,946 $19.8M
Renaissance Investment Group LLC 4.11% Reduce -2.9% 84,718 $19.7M
Grandview Asset Management LLC 11.31% Reduce -4.3% 84,711 $19.7M
Frisch Financial Group, Inc. 5.93% Reduce -2.0% 84,680 $19.7M
Armstrong Advisory Group, Inc. 1.63% Reduce -5.6% 84,639 $19.7M
Analyst IMS Investment Management Services Ltd. 0.76% Add +13.0% 84,547 $19.7M
Montchanin Asset Management, LLC 18.31% Add +0.4% 84,407 $19.7M
Vise Technologies, Inc. 2.50% Add +47.7% 84,372 $19.7M
RVW Wealth, LLC 1.83% Reduce -0.2% 84,328 $19.6M
Diligent Investors, LLC 4.55% Reduce -1.1% 84,127 $19.6M
NBW Capital LLC 3.69% Reduce -1.9% 84,026 $19.6M
Cim, LLC 2.82% Reduce -0.3% 83,976 $19.6M
Fusion Capital, LLC 8.39% Reduce -1.4% 83,957 $19.6M
World Equity Group, Inc. 7.06% Reduce -3.9% 83,873 $19.5M
Overbrook Management Corp 4.48% Reduce -0.7% 83,722 $19.5M
Merriman Wealth Management, LLC 0.79% Reduce -2.0% 83,640 $19.5M
Sassicaia Capital Advisers LLC 56.55% Add +1991.0% 83,640 $19.5M
Harbor Capital Advisors, Inc. 0.85% Add +0.3% 83,575 $19.5M
Cardinal Capital Management 3.03% Add +0.3% 83,501 $19.5M
Investment Research & Advisory Group, Inc. 8.21% Reduce -1.5% 83,482 $19.5M
Blume Capital Management, Inc. 4.39% Reduce -1.3% 83,347 $19.4M
Cypress Capital Management LLC (WY) 21.00% Reduce -11.3% 83,347 $19.4M
New Capital Management LP 5.48% Reduce -0.2% 83,267 $19.4M
Union Heritage Capital, LLC 7.16% No change 83,238 $19.4M
Founders Capital Management, LLC 3.40% Reduce -1.7% 83,230 $19.4M
Bank of New Hampshire 4.86% Reduce -1.7% 83,208 $19.4M
SeaBridge Investment Advisors LLC 4.73% Reduce -0.3% 83,050 $19.4M
Janney Capital Management LLC 1.30% Add +2.0% 82,913 $19.3M
Marex Group Ltd 0.44% Add +13.7% 82,754 $19.3M
Allied Investment Advisors, LLC 3.82% Reduce -0.9% 82,730 $19.3M
Twin Lakes Capital Management, LLC 12.41% Add +0.1% 82,675 $19.3M
Bremer Bank National Association 3.63% Reduce -4.0% 82,662 $19.3M
Greystone Financial Group, LLC 3.44% Add +1.0% 82,647 $19.3M
Stonebrook Private Inc. 5.07% Reduce -1.0% 82,324 $19.2M
Cahill Financial Advisors Inc. 2.62% Add +0.5% 82,293 $19.2M
Chatham Capital Group, Inc. 3.13% Reduce -0.5% 82,257 $19.2M
Mezzasalma Advisors, LLC 7.55% Add +0.3% 82,229 $19.2M
Nicollet Investment Management, Inc. 6.62% Reduce -1.9% 82,196 $19.2M
Duncker Streett & Co. Inc. 3.49% Reduce -0.1% 82,078 $19.1M
Eagle Rock Investment Company, LLC 3.20% Reduce -2.0% 82,056 $19.1M
Acropolis Investment Management, LLC 1.13% Add +0.7% 81,959 $19.1M
Flynn Zito Capital Management, LLC 9.24% Add +2.1% 81,928 $19.1M
Norris Perne & French LLP 1.31% Reduce -4.0% 81,627 $19.0M
L2 Asset Management, LLC 5.16% Reduce -3.8% 81,523 $19.0M
Gradient Capital Advisors, LLC 6.28% Reduce -4.6% 81,447 $19.0M
Summit Global Investments 1.21% Reduce -9.6% 81,314 $18.9M
Aviso Wealth Management 10.27% Add +5.2% 81,267 $18.9M
Leisure Capital Management 8.09% Add +0.9% 81,242 $18.9M
Resonant Capital Advisors, LLC 1.39% Add +4.8% 81,233 $18.9M
Gifford Fong Associates 4.73% No change 81,169 $18.9M
Charter Oak Capital Management, LLC 1.77% Add +4.0% 81,105 $18.9M
SS&H Financial Advisors, Inc. 6.87% Add +1.2% 80,886 $18.8M
Cable Hill Partners, LLC 1.85% Add +33.6% 80,871 $18.8M
Hodges Capital Management Inc. 1.20% Reduce -1.0% 80,713 $18.8M
Edgestream Partners, L.P. 0.83% Reduce -38.3% 80,657 $18.8M
Patten Group, Inc. 4.17% Reduce -1.3% 80,637 $18.8M
Wambolt & Associates, LLC 5.15% Add +0.4% 83,027 $18.8M
Tradewinds, LLC. 5.78% Add +2.1% 80,569 $18.8M
Ironvine Capital Partners, LLC 2.01% Add +1.0% 80,467 $18.7M
WealthTrust Axiom LLC 5.55% Add +4.5% 80,458 $18.7M
Live Oak Private Wealth LLC 3.04% Reduce -1.0% 80,444 $18.7M
Bedel Financial Consulting, Inc. 2.64% Reduce -1.8% 80,380 $18.7M
Crescent Grove Advisors, LLC 1.91% Reduce -2.2% 80,358 $18.7M
Napean Trading & Investment Co (Singapore) PTE Ltd 4.55% Add +14.6% 80,077 $18.7M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.94% Add +2.7% 80,036 $18.6M
Udine Wealth Management, Inc. 13.14% Reduce -2.7% 79,938 $18.6M
Radnor Capital Management, LLC 2.77% Add +9.4% 79,929 $18.6M
Kingfisher Capital LLC 4.29% Reduce -1.9% 79,887 $18.6M
CapWealth Advisors, LLC 2.03% Reduce -10.7% 79,789 $18.6M
Horan Capital Advisors, LLC. 6.16% Reduce -2.4% 79,625 $18.6M
Neumann Capital Management, LLC 6.17% Reduce -3.0% 79,557 $18.5M
Portfolio Design Labs, LLC 5.17% Reduce -7.1% 79,538 $18.5M
Aragon Global Management, LP 7.75% No change 79,403 $18.5M
Relyea Zuckerberg Hanson LLC 2.81% Add +0.2% 79,396 $18.5M
Hamel Associates, Inc. 5.64% Reduce -0.9% 79,210 $18.5M
KLCM Advisors, Inc. 2.19% Add +12.4% 79,211 $18.5M
Allegheny Financial Group 4.55% Reduce -1.1% 79,186 $18.5M
General Partner, Inc. 11.46% Reduce -8.4% 79,158 $18.4M
McDonald Partners LLC 4.61% Add +2.2% 79,131 $18.4M
Nikulski Financial, Inc. 5.52% Reduce -0.6% 79,106 $18.4M
Knightsbridge Asset Management, LLC 4.19% Add +0.1% 79,087 $18.4M
Legacy Financial Advisors, Inc. 3.09% Add +4.5% 79,052 $18.4M
Argonautica Private Wealth Management, Inc. 6.11% Add +0.3% 79,028 $18.4M
Richard C. Young & CO., LTD. 2.01% Add +1.6% 79,005 $18.4M
Fairhaven Wealth Management, LLC 5.63% Reduce -0.3% 78,921 $18.4M
Fort Point Capital Partners LLC 2.30% Add +4.2% 78,677 $18.3M
Concord Wealth Partners 3.05% Add +3.4% 78,496 $18.3M
Corus Family Wealth Advisors 13.00% Reduce -20.0% 78,452 $18.3M
EFG Asset Management (North America) Corp. 3.06% Add +6.4% 78,412 $18.3M
Cidel Asset Management Inc. 1.29% Reduce -0.4% 78,395 $18.3M
McAdam, LLC 1.02% Add +6.6% 78,385 $18.3M
Symphony Financial, Ltd. Co. 3.02% Add +2.6% 80,434 $18.3M
United Capital Management of KS, Inc. 3.97% Reduce -15.9% 78,335 $18.3M
Avalon Global Asset Management LLC 5.62% No change 78,320 $18.2M
Strait & Sound Wealth Management LLC 8.86% Reduce -0.7% 78,227 $18.2M
Empirical Asset Management, LLC 6.49% Reduce -1.7% 288,961 $18.2M
Iowa State Bank 3.75% Reduce -5.9% 78,174 $18.2M
Jackson Hole Capital Partners, LLC 3.80% Reduce -0.1% 78,113 $18.2M
Certified Advisory Corp 2.02% Reduce -1.0% 78,084 $18.2M
Heritage Wealth Management, Inc. 5.96% Reduce -5.5% 78,067 $18.2M
AlphaCore Capital LLC 4.10% Reduce -1.2% 77,865 $18.1M
Keebeck Wealth Management 2.63% Reduce -0.3% 77,855 $18.1M
High Note Wealth, LLC 5.18% Reduce -0.2% 77,822 $18.1M
TFG Advisers LLC 6.52% Reduce -2.9% 77,800 $18.1M
WESPAC Advisors SoCal, LLC 4.19% Add +1.6% 77,719 $18.1M
Monterey Private Wealth, Inc. 6.17% Reduce -0.5% 77,684 $18.1M
Catalina Capital Group, LLC 6.14% Add +8.1% 77,681 $18.1M
First Commonwealth Financial Corp 4.33% Add +2.1% 77,656 $18.1M
Capital Counsel LLC 0.78% Add +0.6% 77,610 $18.1M
Field & Main Bank 6.43% Reduce -1.8% 77,475 $18.1M
Optas, LLC 4.15% Add +9.3% 77,407 $18.0M
Professional Advisory Services Inc. 2.17% Reduce -0.7% 77,339 $18.0M
American Trust 1.49% Add +7.1% 77,292 $18.0M
Alpine Woods Capital Investors, LLC 3.16% Reduce -3.3% 80,259 $18.0M
Kathmere Capital Management, LLC 1.69% Add +9.4% 77,210 $18.0M
BOK Financial Private Wealth, Inc. 1.30% Reduce -1.2% 77,139 $18.0M
Silver Oak Securities, Incorporated 1.90% Add +23.5% 79,514 $18.0M
Fortis Capital Advisors, LLC 6.01% Add +4.1% 77,092 $18.0M
Apella Capital, LLC 0.74% Add +1.6% 79,072 $17.9M
Bell Asset Management Ltd 3.28% Reduce -61.9% 76,901 $17.9M
Leuthold Group, LLC 1.99% Reduce -17.9% 76,886 $17.9M
RFP Financial Group LLC 5.83% Reduce -7.8% 76,897 $17.9M
ICICI Prudential Asset Management Co Ltd 1.89% Add +17.8% 76,845 $17.9M
Lipe & Dalton 9.02% Reduce -1.5% 76,633 $17.9M
Two Point Capital Management, Inc. 6.52% Add +0.7% 76,625 $17.9M
Austin Private Wealth, LLC 1.76% Add +0.5% 76,527 $17.8M
Founders Financial Securities LLC 1.64% Reduce -15.9% 76,276 $17.8M
Ifrah Financial Services, Inc. 4.79% Reduce -0.3% 76,255 $17.8M
Humankind Investments LLC 6.41% Reduce -2.4% 76,212 $17.8M
Alpha Omega Wealth Management LLC 3.26% Reduce -2.9% 76,190 $17.8M
Strategic Global Advisors, LLC 3.50% Reduce -2.5% 76,113 $17.7M
Crane Advisory, LLC 3.20% Add +369.0% 78,471 $17.7M
Beach Investment Counsel Inc. 2.19% Reduce -1.3% 75,955 $17.7M
Clearstead Trust, LLC 4.23% Add +0.5% 75,908 $17.7M
Olde Wealth Management, LLC 6.34% Reduce -0.6% 75,888 $17.7M
Atlas Brown,Inc. 6.10% Reduce -0.1% 75,605 $17.6M
Realta Investment Advisors 8.10% Reduce -49.0% 76,098 $17.6M
Physician Wealth Advisors, Inc. 3.17% Add +0.5% 75,131 $17.6M
Deroy & Devereaux Private Investment Counsel Inc. 1.01% Reduce -3.7% 75,388 $17.6M
Waterloo Capital, L.P. 1.91% Add +1.2% 75,143 $17.5M
LRI Investments, LLC 1.70% Add +30.7% 76,638 $17.5M
WBH Advisory Inc. 1.66% Add +1.8% 75,039 $17.5M
American Investment Services, Inc. 2.91% Add +0.3% 74,844 $17.4M
Keystone Wealth Services, LLC 4.81% Add +4.8% 74,587 $17.4M
Mane Global Capital Management LP 1.21% Reduce -72.2% 74,542 $17.4M
Sustainable Insight Capital Management, LLC 7.86% Reduce -4.4% 74,401 $17.3M
Strategic Financial Services, Inc. 1.03% Add +1.3% 74,392 $17.3M
Monolith Management Ltd 10.11% New 74,250 $17.3M
Wealth Group, Ltd. 11.60% Add +0.9% 74,215 $17.3M
Harmony Asset Management LLC 6.35% Add +1.6% 74,175 $17.3M
Verition Fund Management LLC 0.13% Reduce -92.4% 74,124 $17.3M
Bell Bank 2.04% Add +15.7% 73,994 $17.2M
CPC Advisors, LLC 2.56% Add +2.6% 73,964 $17.2M
Legacy Wealth Management, LLC / MS 6.33% Add +7.6% 73,945 $17.2M
Trust Co of the South 3.65% Reduce -0.1% 73,943 $17.2M
McDonough Capital Management, Inc 11.85% Add +0.5% 73,888 $17.2M
Morningstar Investment Services LLC 0.18% Add +34.0% 75,573 $17.2M
Managed Asset Portfolios, LLC 2.43% Reduce -9.9% 73,793 $17.2M
Patriot Financial Group Insurance Agency, LLC 2.31% Reduce -3.5% 73,673 $17.2M
Newman Dignan & Sheerar, Inc. 4.11% Reduce -2.4% 73,529 $17.2M
LMG Wealth Partners, LLC 3.93% Reduce -0.9% 73,595 $17.1M
Baldwin Investment Management, LLC 2.15% Reduce -0.5% 73,567 $17.1M
Capital Investment Counsel, LLC 2.97% Add +1.7% 73,567 $17.1M
FLC Capital Advisors 3.95% No change 73,544 $17.1M
Callan Family Office, LLC 2.88% Add +53.6% 73,507 $17.1M
Souders Financial Advisors 2.39% Reduce -4.6% 73,487 $17.1M
Financial Insights, Inc. 5.57% Reduce -29.6% 73,396 $17.1M
JSF Financial, LLC 4.98% Reduce -1.0% 73,195 $17.1M
Centurion Wealth Management LLC 5.44% — 73,182 $17.1M
Strengthening Families & Communities, LLC 4.37% Add +1.5% 73,171 $17.0M
Quotient Wealth Partners, LLC 0.56% Reduce -0.9% 73,147 $17.0M
Kercheville Advisors, LLC 7.19% Reduce -0.1% 73,135 $17.0M
Kennedy Investment Group, Inc. 7.84% Reduce -1.4% 73,108 $17.0M
Roberts Glore & Co. Inc. 4.92% Reduce -1.7% 72,964 $17.0M
Burford Brothers, Inc. 8.86% Add +0.4% 72,936 $17.0M
Hirtle & Co., LLC 0.80% Add +2.1% 72,927 $17.0M
Dominguez Wealth Management Solutions, Inc. 12.30% Reduce -0.0% 72,906 $17.0M
Kesler, Norman & Wride, LLC 3.33% Reduce -10.2% 72,885 $17.0M
Sweeney & Michel, LLC 6.69% Reduce -0.2% 72,212 $17.0M
Moseley Investment Management Inc. 6.77% Reduce -2.9% 72,814 $17.0M
Consilium Wealth Advisory, LLC 9.25% Add +1.0% 72,705 $16.9M
Intelligence Driven Advisers, LLC 2.42% Add +2.5% 72,547 $16.9M
Balboa Wealth Partners 4.22% Reduce -5.4% 72,512 $16.9M
Charter Research & Investment Group, Inc. 12.44% Reduce -2.5% 72,402 $16.9M
Adirondack Trust Co. 6.50% Reduce -0.5% 72,392 $16.9M
Stablepoint Partners, LLC 3.07% Reduce -1.1% 72,386 $16.9M
Moss Adams Wealth Advisors LLC 1.85% Add +7.3% 72,384 $16.9M
Gladius Capital Management LP 10.11% Add +59.5% 72,301 $16.8M
W1M Asset Management Ltd 1.33% Add +10.6% 72,188 $16.8M
Birch Capital Management, LLC 8.20% Add +0.0% 72,029 $16.8M
Rbo & Co. LLC 2.64% Reduce -1.7% 71,864 $16.7M
Ignite Planners, LLC 3.83% Reduce -11.7% 71,707 $16.7M
Global Financial Private Client, LLC 6.51% Add +1.4% 71,622 $16.7M
ORBA Wealth Advisors, L.L.C. 8.44% Reduce -1.0% 71,551 $16.7M
Citizens Business Bank 3.36% Reduce -1.7% 71,543 $16.7M
Glassy Mountain Advisors, Inc. 5.85% Reduce -7.0% 71,524 $16.7M
Enterprise Bank & Trust Co 5.36% Add +0.0% 71,475 $16.7M
Lattice Capital Management, LLC 15.15% No change 71,434 $16.6M
Borer Denton & Associates, Inc. 5.68% Reduce -0.2% 71,405 $16.6M
First Dallas Securities Inc. 6.95% Add +0.1% 71,398 $16.6M
Bay Rivers Group 8.26% Reduce -0.5% 71,348 $16.6M
Centre Asset Management, LLC 3.58% Reduce -46.7% 71,231 $16.6M
Tiff Advisory Services, LLC 5.51% Add +6.6% 71,155 $16.6M
DLK Investment Management, LLC 6.36% Reduce -0.6% 71,157 $16.6M
Koa Wealth Management, LLC 12.78% Reduce -4.5% 71,021 $16.5M
Settian Capital LP 12.04% No change 70,900 $16.5M
Stoneridge Investment Partners LLC 6.13% Reduce -13.5% 70,818 $16.5M
Hendley & Co. Inc. 5.75% Reduce -19.4% 70,765 $16.5M
Bangor Savings Bank 1.55% Reduce -2.3% 70,742 $16.5M
Georgetown University 5.14% Add +0.1% 70,735 $16.5M
Shulman DeMeo Asset Management LLC 4.04% Add +0.1% 70,043 $16.5M
Park State Asset Management 9.66% Reduce -1.4% 70,618 $16.5M
Dumont & Blake Investment Advisors LLC 4.39% Reduce -50.3% 70,602 $16.5M
Revisor Wealth Management LLC 10.28% Reduce -5.1% 70,587 $16.4M
Solstein Capital, LLC 8.71% No change 70,561 $16.4M
Wills Financial Group, Inc. 6.90% Add +0.0% 70,555 $16.4M
Glen Eagle Advisors, LLC 2.77% Reduce -1.1% 70,514 $16.4M
Acorn Financial Advisory Services Inc. 2.91% Reduce -30.3% 70,490 $16.4M
Hudson Value Partners, LLC 6.38% Add +4.5% 70,476 $16.4M
Nvwm, LLC 4.18% Add +10.8% 70,475 $16.4M
Hoey Investments, Inc. 3.14% No change 77,922 $16.4M
First National Bank of Mount Dora, Trust Investment Services 3.72% Reduce -2.7% 70,378 $16.4M
Keudell/Morrison Wealth Management 4.45% Add +4.0% 70,347 $16.4M
Headlands Technologies LLC 1.88% Reduce -80.6% 70,258 $16.4M
Full Sail Capital, LLC 1.05% Reduce -26.5% 70,252 $16.4M
Summit Financial Strategies, Inc. 1.84% Reduce -0.8% 70,251 $16.4M
Ashburton (Jersey) Ltd 5.93% Reduce -1.1% 72,325 $16.4M
Trust Co. of Oklahoma 5.31% Reduce -0.0% 70,192 $16.4M
Trivant Custom Portfolio Group, LLC 9.40% Reduce -0.9% 69,959 $16.3M
Centric Wealth Management 4.33% Add +1.9% 73,166 $16.3M
Arax Advisory Partners 1.45% Add +1.4% 69,853 $16.3M
Sterling Investment Counsel, LLC 5.80% Add +3.8% 69,824 $16.3M
Doheny Asset Management 11.10% Add +0.0% 69,765 $16.3M
Hennion & Walsh Asset Management, Inc. 0.76% Reduce -3.0% 69,847 $16.2M
Fortis Group Advisors, LLC 3.00% Add +2.0% 69,696 $16.2M
First Heartland Consultants, Inc. 1.74% Reduce -5.9% 69,536 $16.2M
Fermata Advisors, LLC 3.29% Add +2.1% 69,485 $16.2M
Dnca Finance 1.43% Add +62.5% 69,470 $16.2M
M. Kulyk & Associates, LLC 3.25% Reduce -1.8% 69,451 $16.2M
Delta Financial Advisors LLC 5.86% Reduce -1.8% 69,289 $16.1M
Pegasus Partners Ltd. 1.51% Reduce -1.7% 69,229 $16.1M
Sepio Capital, LP 1.25% Reduce -15.7% 69,125 $16.1M
Curbstone Financial Management Corp 3.44% Reduce -4.5% 69,067 $16.1M
Tortoise Investment Management, LLC 1.68% Add +1.2% 69,056 $16.1M
Northwest Bancshares, Inc. 2.74% Reduce -10.4% 69,037 $16.1M
Clark Asset Management, LLC 3.45% Reduce -3.9% 68,915 $16.1M
Bank of Nova Scotia Trust Co. 1.63% Reduce -0.7% 68,787 $16.0M
Westend Capital Management, LLC 5.48% Add +1.4% 68,655 $16.0M
Nicolet Bankshares Inc. 3.22% Reduce -6.1% 68,571 $16.0M
Blodgett Wealth Advisors, LLC 13.43% Reduce -1.9% 68,566 $16.0M
EFG Asset Management (Americas) Corp. 3.12% Reduce -10.5% 68,491 $16.0M
LexAurum Advisors, LLC 3.52% Reduce -1.6% 68,165 $15.9M
Finer Wealth Management, Inc. 9.80% Reduce -0.2% 68,163 $15.9M
Greenfield Savings Bank 7.51% Reduce -0.8% 68,035 $15.9M
Councilmark Asset Management, LLC 10.64% Reduce -0.7% 68,019 $15.8M
Baugh & Associates, LLC 8.15% Add +2.7% 70,363 $15.8M
Archford Capital Strategies, LLC 2.38% Reduce -2.5% 68,421 $15.8M
Core Wealth Partners LLC 9.59% Add +3.8% 67,870 $15.8M
Mosaic Family Wealth Partners, LLC 2.35% Reduce -4.5% 67,858 $15.8M
Pensionfund Sabic 4.93% Reduce -15.0% 67,780 $15.8M
Hexagon Capital Partners LLC 3.09% Reduce -0.2% 67,750 $15.8M
Avalon Capital Management 4.78% Reduce -1.8% 67,668 $15.8M
N.E.W. Advisory Services LLC 1.55% Reduce -4.0% 67,663 $15.8M
United Advisor Group, LLC 3.56% Add +32.8% 67,613 $15.8M
Providence Capital Advisors, LLC 3.13% Add +1.1% 67,598 $15.8M
Destiny Wealth Partners, LLC 2.76% Reduce -13.1% 67,593 $15.7M
KRS Capital Management, LLC 11.46% Reduce -0.4% 67,480 $15.7M
Bryant Woods Investment Advisors, LLC 8.00% Add +2.4% 67,445 $15.7M
First National Corp. /Ma/ 3.49% Add +0.2% 67,325 $15.7M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 5.70% Add +61.5% 67,267 $15.7M
LJI Wealth Management, LLC 3.20% Add +0.2% 67,252 $15.7M
Gibraltar Capital Management, Inc. 7.01% Add +3.1% 67,005 $15.6M
Harbour Capital Advisors, LLC 3.60% Add +0.0% 67,985 $15.6M
Western Pacific Wealth Management, LP 10.36% Add +9.2% 66,872 $15.6M
Iyo Bank, Ltd. 5.52% No change 66,690 $15.5M
TCFG Wealth Management, LLC 7.84% — 66,608 $15.5M
Turtle Creek Wealth Advisors, LLC 3.11% Add +4.6% 66,556 $15.5M
Morton Capital Management LLC 3.05% Add +4.3% 66,499 $15.5M
LongView Wealth Management 4.94% Reduce -0.6% 66,465 $15.5M
Concord Asset Management, LLC 3.50% Add +10.1% 66,396 $15.5M
Sentry Investment Management LLC 6.49% Add +2.4% 66,285 $15.4M
Harrington Investments, INC 8.43% Reduce -2.8% 66,280 $15.4M
Consolidated Investment Group LLC 2.29% No change 66,172 $15.4M
Northwest Financial Advisors 12.26% Add +0.8% 66,122 $15.4M
Burke & Herbert Bank & Trust Co. 3.58% Reduce -2.3% 66,088 $15.4M
Earned Wealth Advisors, LLC 4.68% Add +4.2% 66,025 $15.4M
Geller Advisors LLC 1.06% Add +4.3% 66,022 $15.4M
Quad-Cities Investment Group, LLC 7.72% Reduce -2.0% 65,904 $15.4M
S.E.E.D. Planning Group LLC 5.08% Reduce -3.9% 65,761 $15.3M
Mycio Wealth Partners, LLC 3.51% Reduce -0.0% 65,727 $15.3M
Monarch Capital Management Inc. 4.11% Add +0.9% 65,590 $15.3M
Silverleafe Capital Partners, LLC 5.40% Reduce -4.7% 65,528 $15.3M
Light Street Capital Management, LLC 3.78% Reduce -15.4% 65,517 $15.3M
Wealth Management Associates, Inc. 6.71% Reduce -13.3% 65,515 $15.3M
Hedeker Wealth, LLC 4.05% Add +1.1% 65,496 $15.3M
Moser Wealth Advisors, LLC 7.89% Reduce -0.6% 65,322 $15.2M
Kaizen Financial Strategies 8.87% Reduce -1.9% 65,307 $15.2M
IRON Financial LLC 8.28% Reduce -1.1% 65,303 $15.2M
CWS Financial Advisors, LLC 5.38% Add +0.1% 65,215 $15.2M
Independent Solutions Wealth Management, LLC 3.44% Reduce -3.3% 65,179 $15.2M
Wealth Advisory Solutions, LLC 4.18% Reduce -12.3% 65,115 $15.2M
Capital Market Strategies LLC 9.16% Reduce -4.4% 64,932 $15.1M
Geneva Partners, LLC 6.55% Add +3.3% 65,926 $15.1M
Quantitative Investment Management, LLC 1.49% Reduce -70.7% 64,893 $15.1M
Farrow Financial, Inc. 9.51% Reduce -0.2% 64,768 $15.1M
Cerro Pacific Wealth Advisors LLC 5.70% Add +10.1% 71,649 $15.1M
Armstrong Henry H Associates Inc. 1.44% Reduce -1.4% 64,547 $15.0M
Manchester Financial Inc. 3.26% Reduce -2.9% 64,483 $15.0M
Platte River Wealth Advisors, LLC 4.03% Add +0.8% 64,444 $15.0M
Compton Wealth Advisory Group, LLC 3.79% Add +2.1% 64,397 $15.0M
Highline Wealth Partners LLC 5.01% Reduce -1.1% 64,330 $15.0M
Tiemann Investment Advisors, LLC 6.46% Reduce -1.5% 64,254 $15.0M
Indiana Trust & Investment Management Co 5.10% Reduce -1.8% 64,176 $15.0M
Revolve Wealth Partners, LLC 2.28% Add +8.7% 64,162 $14.9M
Financial Perspectives, Inc 5.18% Add +0.5% 64,107 $14.9M
Arlington Trust Co LLC 3.26% Reduce -0.2% 64,021 $14.9M
Drucker Wealth 3.0, LLC 3.58% Add +0.8% 64,020 $14.9M
High Net Worth Advisory Group LLC 4.16% Add +1.7% 64,015 $14.9M
Matthew 25 Management Corp 5.01% Reduce -3.8% 64,000 $14.9M
Sendero Wealth Management, LLC 2.35% Add +2.0% 63,999 $14.9M
Eos Management, L.P. 5.24% Reduce -12.1% 63,875 $14.9M
Dudley Capital Management, LLC 7.79% Reduce -0.0% 63,871 $14.9M
IVC Wealth Advisors LLC 8.10% Reduce -6.5% 63,520 $14.8M
Drive Wealth Management, LLC 3.85% Add +1.1% 63,498 $14.8M
Index Fund Advisors, Inc. 0.78% Reduce -0.4% 63,408 $14.8M
Arkfeld Wealth Strategies, L.L.C. 7.15% Reduce -1.5% 65,135 $14.8M
Roof Eidam Maycock Peralta, LLC 3.76% Reduce -0.3% 63,389 $14.8M
Mount Vernon Associates Inc. 11.75% Add +1.2% 63,362 $14.8M
WealthShield Partners, LLC 2.00% Add +7.5% 63,349 $14.8M
Poehling Capital Management, INC. 3.77% Add +0.3% 63,340 $14.8M
Diversify Wealth Management, LLC 1.42% Add +20.9% 63,923 $14.8M
Soundwatch Capital LLC 2.33% Add +989.5% 63,299 $14.7M
FUKOKU MUTUAL LIFE INSURANCE Co 1.05% Reduce -2.6% 63,268 $14.7M
Muhlenkamp & Co. Inc. 4.49% Add +0.1% 62,914 $14.7M
Quantum Financial Advisors, LLC 2.29% Add +2.3% 62,909 $14.7M
Northwest Investment Counselors, LLC 3.31% Reduce -1.5% 62,809 $14.6M
Aspen Grove Capital, LLC 3.23% Reduce -2.0% 62,767 $14.6M
McGinn Penninger Investment Management, Inc. 9.73% Reduce -0.8% 62,763 $14.6M
Financial Management Network Inc. 3.06% Add +3.2% 64,470 $14.6M
Delta Investment Management, LLC 2.98% Reduce -0.5% 62,747 $14.6M
NWK Group, Inc. 5.95% Add +2.1% 62,741 $14.6M
Balanced Wealth Group LLC 6.46% Reduce -0.1% 62,672 $14.6M
Aviso Financial Inc. 0.72% Add +7.9% 62,662 $14.6M
Pacifica Partners Inc. 6.03% Reduce -1.2% 62,640 $14.6M
BIP Wealth, LLC 0.99% Add +13.8% 62,622 $14.6M
Root Financial Partners, LLC 2.33% Add +16.9% 62,570 $14.6M
Portside Wealth Group, LLC 2.49% Add +83.6% 62,520 $14.6M
Apollon Financial, LLC 4.28% Add +1.3% 62,500 $14.6M
Abacus Planning Group, Inc. 2.60% Add +4.6% 62,490 $14.6M
LBMC Investment Advisors, LLC 1.15% Reduce -0.9% 62,454 $14.6M
Next Century Growth Investors LLC 1.18% Reduce -7.9% 62,433 $14.5M
Global Wealth Management Investment Advisory, Inc. 3.14% Add +0.0% 62,414 $14.5M
Bell & Brown Wealth Advisors, LLC 5.68% Add +0.6% 62,344 $14.5M
Strategy Asset Managers LLC 2.79% Add +0.8% 62,281 $14.5M
Salomon & Ludwin, LLC 1.48% Reduce -2.0% 62,267 $14.5M
Bank Ozk 5.99% Reduce -2.4% 62,240 $14.5M
Blueprint Investment Partners LLC 2.63% Add +0.3% 62,211 $14.5M
Graybill Wealth Management, LTD. 5.37% Add +0.2% 62,132 $14.5M
Bright Rock Capital Management, LLC 2.90% No change 62,000 $14.4M
Masso Torrence Wealth Management Inc. 7.79% Reduce -2.5% 61,978 $14.4M
Cladis Investment Advisory, LLC 10.00% Reduce -5.6% 61,959 $14.4M
Paces Ferry Wealth Advisors, LLC 8.30% Reduce -14.0% 61,935 $14.4M
Coston, McIsaac & Partners 4.07% Add +3.4% 61,888 $14.4M
Twin Focus Capital Partners, LLC 2.27% Reduce -0.2% 61,831 $14.4M
Thames Capital Management LLC 4.49% Reduce -25.6% 61,806 $14.4M
Pekin Hardy Strauss, Inc. 1.85% Reduce -2.5% 61,788 $14.4M
Global Assets Advisory, LLC 7.88% Add +12.0% 63,613 $14.4M
Bray Capital Advisors 3.52% Reduce -1.8% 61,735 $14.4M
Castle Rock Wealth Management, LLC 3.43% Add +0.2% 63,861 $14.4M
Olistico Wealth, LLC 8.78% Reduce -4.1% 61,654 $14.4M
Titleist Asset Management, LLC 2.08% Reduce -4.4% 61,629 $14.4M
Torray Investment Partners LLC 2.01% Add +0.0% 61,568 $14.3M
Ervin Investment Management, LLC 9.20% Reduce -1.9% 61,559 $14.3M
VeraBank, N.A. 4.19% Reduce -1.5% 61,497 $14.3M
Kelleher Financial Advisors 5.46% Reduce -2.3% 61,486 $14.3M
Stolper Co 4.69% Reduce -2.7% 61,472 $14.3M
Wealth Dimensions Group, Ltd. 3.63% Reduce -0.5% 61,467 $14.3M
Willow Creek Wealth Management Inc. 1.51% Reduce -0.9% 61,463 $14.3M
Coastal Bridge Advisors, LLC 3.55% Reduce -1.5% 61,446 $14.3M
Bridge Creek Capital Management LLC 4.31% Reduce -3.3% 61,330 $14.3M
National Philanthropic Trust 0.26% Reduce -2.3% 61,311 $14.3M
Gardner Lewis Asset Management L P 4.04% Reduce -2.9% 61,250 $14.3M
Diversified, LLC 1.57% Reduce -0.7% 61,209 $14.3M
Diversified Enterprises, LLC 1.57% — 61,209 $14.3M
Symmetry Partners, LLC 3.38% Reduce -41.0% 61,188 $14.3M
IMS Capital Management 6.41% Reduce -1.0% 61,162 $14.3M
Chronos Wealth Management, LLC 7.42% Add +0.3% 61,104 $14.2M
Wimmer Associates 1, LLC 6.97% Reduce -0.6% 61,091 $14.2M
IFG Advisors, LLC 3.04% Add +1.0% 61,051 $14.2M
Zweig-DiMenna Associates LLC 1.44% Reduce -15.4% 60,981 $14.2M
DeDora Capital, Inc. 3.97% Reduce -0.2% 60,945 $14.2M
Sphera Funds Management LTD. 2.32% Reduce -1.1% 60,847 $14.2M
Horizon Investments, LLC 0.38% Add +6.0% 60,914 $14.2M
All Terrain Financial Advisors, LLC 5.43% Reduce -1.9% 60,845 $14.2M
Engineers Gate Manager LP 0.28% Add +32.7% 60,787 $14.2M
Lincoln Capital Corp. 5.79% Reduce -0.3% 60,723 $14.1M
DCM Advisors, LLC 7.12% Reduce -0.9% 60,687 $14.1M
Perpetual Ltd 0.15% Reduce -10.4% 60,676 $14.1M
Columbia Bank 5.17% Reduce -5.3% 60,644 $14.1M
Meridian Investment Counsel Inc. 4.26% Reduce -8.3% 60,557 $14.1M
KPP Advisory Services LLC 3.38% Reduce -1.3% 60,399 $14.1M
Cordgrass Capital Advisors, LLC 4.08% Reduce -0.9% 60,355 $14.1M
Davidson Trust Co. 7.22% Add +17.5% 60,332 $14.1M
Capital Insight Partners, LLC 2.46% Reduce -0.1% 60,290 $14.0M
Pictet North America Advisors SA 1.38% Reduce -0.9% 60,031 $14.0M
Arbor Investment Advisors, LLC 1.85% Add +135.3% 60,011 $14.0M
Hartford Financial Management Inc. 2.86% Reduce -3.5% 60,010 $14.0M
Grand Alliance Asset Management Ltd 9.31% New 60,000 $14.0M
Hall Laurie J Trustee 4.43% Reduce -1.4% 59,942 $14.0M
Alera Investment Advisors, LLC 1.64% Add +5.0% 59,919 $14.0M
Lewis Asset Management, LLC 10.19% Reduce -9.9% 59,917 $14.0M
CGN Advisors LLC 1.40% Add +32.3% 59,860 $13.9M
Evermay Wealth Management LLC 2.24% Reduce -1.2% 59,822 $13.9M
Artemis Wealth Advisors, LLC 2.19% Add +22.5% 59,810 $13.9M
Central Valley Advisors, LLC 7.86% Reduce -1.3% 59,807 $13.9M
Vanguard Capital Wealth Advisors 14.70% Reduce -1.2% 59,739 $13.9M
Sculati Wealth Management, LLC 5.57% Reduce -1.9% 59,701 $13.9M
WNY Asset Management, LLC 1.62% Reduce -3.1% 59,690 $13.9M
Carnegie Lake Advisors LLC 5.50% — 59,625 $13.9M
Concentric Wealth Management, LLC 3.38% Add +9.1% 59,556 $13.9M
Carderock Capital Management Inc. 3.27% Add +1.2% 59,491 $13.9M
Twin Peaks Wealth Advisors, LLC 6.39% Reduce -3.1% 59,462 $13.9M
Strong Tower Advisory Services 3.86% Reduce -0.4% 59,444 $13.9M
Mechanics Financial Corp 6.06% Reduce -7.7% 59,415 $13.8M
SJS Investment Consulting Inc. 2.44% Add +1.8% 59,402 $13.8M
Towercrest Capital Management 2.23% Reduce -6.3% 59,382 $13.8M
3Chopt Investment Partners, LLC 4.94% Reduce -2.4% 59,302 $13.8M
Jupiter Wealth Management LLC 7.06% Add +0.7% 59,192 $13.8M
Amplius Wealth Advisors, LLC 1.50% Add +0.7% 59,163 $13.8M
Northside Capital Management, LLC 2.15% Reduce -0.7% 59,057 $13.8M
PKO Investment Management Joint-Stock Co 1.70% Reduce -9.2% 59,000 $13.7M
Brick & Kyle, Associates 5.92% Reduce -2.0% 62,191 $13.7M
Midland Wealth Advisors, LLC 0.80% Reduce -5.8% 58,923 $13.7M
Inspirion Wealth Advisors, LLC 1.92% Reduce -0.3% 58,872 $13.7M
Buckhead Capital Management LLC 4.33% Reduce -3.2% 58,812 $13.7M
Kestra Investment Management, LLC 0.59% Add +6.9% 58,797 $13.7M
Mathes Company, Inc. 4.88% Reduce -8.7% 58,743 $13.7M
Old Second National Bank of Aurora 3.30% Add +2.3% 58,720 $13.7M
Eagle Bay Advisors LLC 5.25% Reduce -0.8% 58,718 $13.7M
Garden State Investment Advisory Services LLC 4.38% Reduce -2.6% 58,597 $13.7M
First Community Trust NA 11.16% Reduce -1.3% 58,608 $13.7M
Blue Edge Capital, LLC 2.12% Add +0.1% 58,406 $13.6M
O'Brien Greene & Co. Inc 4.23% Reduce -6.1% 58,352 $13.6M
Prosperity Financial Group, Inc. 7.64% Reduce -1.6% 58,328 $13.6M
Channel Wealth LLC 4.48% Reduce -11.0% 58,323 $13.6M
Lafayette Investments, Inc. 2.86% Reduce -0.1% 58,299 $13.6M
Princeton Global Asset Management LLC 2.64% Add +4.0% 58,160 $13.6M
Chemung Canal Trust Co. 2.74% Add +40.4% 58,152 $13.5M
First Business Financial Services, Inc. 1.36% Add +10.4% 58,144 $13.5M
Boston Research & Management Inc. 3.16% Add +0.2% 58,101 $13.5M
Timber Creek Capital Management LLC 3.79% Reduce -0.1% 58,091 $13.5M
KG Capital Management 4.36% Add +4.0% 58,256 $13.5M
Walkner Condon Financial Advisors LLC 2.76% Add +1.3% 58,059 $13.5M
Opal Wealth Advisors, LLC 4.24% Add +81.8% 58,048 $13.5M
Gables Capital Management Inc. 6.82% Reduce -7.7% 58,018 $13.5M
Hollow Brook Wealth Management LLC 4.01% Add +2.7% 57,981 $13.5M
Insight Wealth Strategies, LLC 1.78% Reduce -1.4% 57,954 $13.5M
Marathon Capital Management 3.30% Reduce -1.7% 57,940 $13.5M
Bellevue Asset Management, LLC 6.93% Reduce -0.2% 57,937 $13.5M
Kensington Investment Counsel, LLC 5.64% Add +1.0% 57,908 $13.5M
Debussy Capital Management LP 3.91% Reduce -5.6% 57,825 $13.5M
Lincoln Capital LLC 2.85% Reduce -0.6% 57,785 $13.5M
Clearwater Capital Advisors, LLC 1.31% Add +14.5% 57,766 $13.5M
Vicus Capital 1.19% Reduce -6.9% 57,708 $13.4M
CNB Bank 6.22% Reduce -2.1% 57,705 $13.4M
Vestmark Advisory Solutions, Inc. 0.50% Add +23.9% 57,681 $13.4M
Navellier & Associates Inc. 1.82% Reduce -4.1% 57,634 $13.4M
Kemnay Advisory Services Inc. 2.43% Reduce -12.5% 57,594 $13.4M
Citizens & Northern Corp. 4.03% Add +6.7% 57,579 $13.4M
Simplicity Wealth,LLC 1.24% Reduce -91.1% 57,404 $13.4M
Roman Butler Fullerton & Co. 4.04% Add +0.2% 57,162 $13.4M
Texas Capital Bancshares Inc 5.39% No change 57,315 $13.4M
SPC Financial, Inc. 1.18% Add +10.6% 57,254 $13.3M
Rock Point Advisors, LLC 3.64% Add +8.9% 57,228 $13.3M
Alaethes Wealth, LLC 4.91% Add +0.6% 57,173 $13.3M
Satovsky Asset Management LLC 3.00% Add +2.6% 57,150 $13.3M
Sawyer & Company, Inc 4.93% Add +0.2% 57,136 $13.3M
Consolidated Portfolio Review Corp 2.97% Add +3.1% 57,093 $13.3M
Triton Financial Group Inc 8.51% Reduce -1.4% 57,080 $13.3M
Clay Northam Wealth Management, LLC 9.15% Reduce -0.0% 57,063 $13.3M
Foster Victor Wealth Advisors, LLC 1.06% Reduce -1.5% 57,903 $13.3M
Ballast, Inc. 3.76% Reduce -3.8% 56,860 $13.2M
Carmel Capital Management L.L.C. 4.97% Reduce -1.3% 56,847 $13.2M
JT Stratford LLC 2.27% Add +4.2% 56,843 $13.2M
Buffington Mohr McNeal 2.18% Add +6.6% 56,824 $13.2M
Eastover Investment Advisors LLC 6.19% Reduce -8.3% 56,767 $13.2M
Alpha Family Trust 7.38% No change 56,700 $13.2M
Promethium Advisors,llc 9.33% — 56,687 $13.2M
WFA of San Diego, LLC 11.18% Reduce -1.6% 56,683 $13.2M
Bulltick Wealth Management, LLC 3.28% Reduce -9.9% 56,673 $13.2M
Alkeon Capital Management LLC 0.07% No change 56,627 $13.2M
Dover Advisors, LLC 7.48% Reduce -2.3% 56,588 $13.2M
Parkside Investments, LLC 1.99% Add +4.4% 56,560 $13.2M
Nkcfo LLC 6.29% Add +1.6% 56,550 $13.2M
Lederer & Associates Investment Counsel 9.25% Reduce -0.9% 56,416 $13.1M
Trail Ridge Investment Advisors, LLC 6.26% Reduce -0.5% 56,922 $13.1M
Abbot Financial Management, Inc. 6.61% Reduce -0.3% 56,328 $13.1M
Miramar Capital, LLC 3.06% Reduce -8.5% 56,311 $13.1M
Marshall Financial Group, LLC 3.13% Add +7.2% 56,295 $13.1M
Wescott Financial Advisory Group, LLC 1.41% Reduce -0.7% 56,240 $13.1M
McIlrath & Eck, LLC 1.69% Add +1.7% 56,230 $13.1M
Redhawk Wealth Advisors, Inc. 1.87% Reduce -1.8% 56,212 $13.1M
Chiron Investment Management, LLC 4.61% Reduce -1.3% 56,204 $13.1M
Provenance Wealth Advisors, LLC 1.63% Add +5.3% 56,133 $13.1M
Asio Capital, LLC 2.48% Reduce -0.4% 56,066 $13.1M
Roberts Capital Advisors, LLC 11.16% No change 55,974 $13.0M
CFS Investment Advisory Services, LLC 1.10% New 55,952 $13.0M
TLW Wealth Management, LLC 7.74% Reduce -0.1% 55,945 $13.0M
WealthBridge Capital Management, LLC 3.73% Reduce -0.6% 55,741 $13.0M
Woodward Diversified Capital, LLC 8.22% Reduce -2.0% 55,628 $13.0M
Financial Security Advisor, Inc. 3.23% Add +1.5% 55,599 $13.0M
City State Bank 4.72% Reduce -1.9% 55,553 $12.9M
High Falls Advisors, Inc 2.96% Add +1.4% 55,479 $12.9M
Sugarloaf Wealth Management, LLC 2.17% Add +0.5% 55,477 $12.9M
Fernwood Investment Management, LLC 4.22% Reduce -12.4% 55,472 $12.9M
Noked Israel Ltd 2.82% Reduce -7.9% 55,450 $12.9M
Eukles Asset Management 5.18% Reduce -0.1% 55,380 $12.9M
Private Portfolio Partners LLC 2.42% New 55,354 $12.9M
Abundance Wealth Counselors 2.67% Add +0.3% 55,354 $12.9M
B & T Capital Management DBA Alpha Capital Management 2.42% Reduce -7.0% 55,269 $12.9M
Excalibur Management Corp. 4.91% Reduce -3.3% 55,229 $12.9M
Fourpath Capital Management, LLC 2.37% Add +257.1% 55,202 $12.9M
Alhambra Investment Management LLC 6.67% Reduce -0.1% 55,160 $12.9M
Fairfield Financial Advisors, LTD 4.39% Reduce -4.0% 55,122 $12.8M
Somerset Trust Co 4.80% Reduce -1.0% 55,106 $12.8M
HHM Wealth Advisors, LLC 1.82% Add +3.5% 55,090 $12.8M
Freemont Management S.A. 6.70% Reduce -57.0% 55,000 $12.8M
Zimmermann Investment Management & Planning LLC 3.91% Add +0.8% 54,655 $12.7M
Investment Advisory Services Inc. /TX 4.49% Reduce -5.7% 54,611 $12.7M
Broadwater Capital Management LLC 9.37% Reduce -2.0% 54,591 $12.7M
Menlo Advisors LLC 6.55% Add +0.3% 54,576 $12.7M
Sage Rhino Capital LLC 2.81% Reduce -1.1% 54,551 $12.7M
Householder Group Estate & Retirement Specialist, LLC 3.70% Reduce -3.9% 54,537 $12.7M
Horizon Wealth Management, LLC 2.54% Reduce -5.1% 54,525 $12.7M
Prospect Financial Services LLC 7.89% Add +3.2% 54,524 $12.7M
Ninety One SA (Pty) Ltd 2.77% Reduce -68.3% 54,562 $12.7M
DGS Capital Management, LLC 3.44% Add +4.1% 54,499 $12.7M
Wealth Management Partners, LLC 5.88% Reduce -3.0% 54,462 $12.7M
Bourgeon Capital Management LLC 2.44% Reduce -0.4% 54,441 $12.7M
Bonness Enterprises Inc. 4.22% No change 54,440 $12.7M
Benson Investment Management Company, Inc. 5.00% Reduce -0.2% 54,247 $12.6M
Xcel Wealth Management, LLC 3.72% Add +0.7% 54,084 $12.6M
Seamount Financial Group Inc. 9.46% Reduce -2.0% 53,968 $12.6M
NovaPoint Capital, LLC 3.89% Reduce -1.4% 53,894 $12.6M
Tsfg, LLC 2.74% Add +0.8% 53,882 $12.6M
White Pine Capital LLC 4.29% Add +0.5% 53,847 $12.5M
Sovereign Financial Group, Inc. 2.93% Reduce -0.8% 53,839 $12.5M
Eagle Capital Management, LLC 5.22% Reduce -0.1% 53,813 $12.5M
Scissortail Wealth Management, LLC 3.04% Reduce -99.2% 438 $12.5M
Sterling Financial Group, Inc. 5.35% Reduce -0.1% 53,753 $12.5M
Cherry Creek Investment Advisors, Inc. 6.47% Reduce -0.8% 53,714 $12.5M
New Millennium Group LLC 8.08% Add +3.2% 53,648 $12.5M
DT Investment Partners, LLC 1.01% Add +4.7% 53,630 $12.5M
Sandy Cove Advisors, LLC 5.09% Reduce -2.7% 53,592 $12.5M
Obsidian Cio, LLC 2.62% Add +3.2% 53,590 $12.5M
CV Advisors LLC 6.38% Add +1.4% 53,577 $12.5M
Parisi Gray Wealth Management 4.11% Reduce -0.1% 53,458 $12.5M
Montgomery Investment Management Inc. 4.51% Reduce -0.1% 53,455 $12.5M
Kessler Investment Group, LLC 6.40% Add +1.4% 53,439 $12.5M
Brass Tax Wealth Management, Inc. 2.66% Reduce -2.1% 53,337 $12.4M
Port Capital LLC 0.56% Reduce -5.3% 53,307 $12.4M
Sheets Smith Wealth Management 1.52% Reduce -18.0% 53,274 $12.4M
Kenora Financial, LLC 4.95% Reduce -0.5% 53,247 $12.4M
Planning Alternatives Ltd. 1.89% Add +0.1% 53,223 $12.4M
Freedom Investment Management, Inc. 0.99% Reduce -18.0% 53,075 $12.4M
TFC Financial Management, Inc. 1.95% Add +0.2% 53,030 $12.4M
Peoples Financial Services Corp. 5.60% Reduce -3.3% 53,030 $12.4M
Signature Wealth Management Partners, LLC 8.95% Add +0.3% 53,028 $12.4M
Curated Wealth Partners LLC 1.58% Add +5.8% 53,013 $12.4M
Pflug Koory, LLC 0.82% — 52,988 $12.3M
DMC Group, LLC 9.98% Reduce -0.6% 52,943 $12.3M
Wealth Alliance Advisory Group, LLC 2.59% Add +2.0% 52,907 $12.3M
REDW Wealth LLC 3.15% Reduce -1.6% 52,838 $12.3M
Global Trust Asset Management, LLC 4.56% Add +3.5% 52,833 $12.3M
Wrapmanager Inc. 3.18% Add +31.4% 52,810 $12.3M
Strategic Investment Solutions, Inc. 3.69% Reduce -0.1% 52,811 $12.3M
Cairn Investment Group, Inc. 6.80% Reduce -0.0% 52,796 $12.3M
jvl associates llc 4.74% Reduce -0.3% 52,739 $12.3M
Gateway Advisory, LLC 1.98% Reduce -4.9% 52,667 $12.3M
Delta Asset Management LLC 1.06% Reduce -2.6% 52,632 $12.3M
Towne Trust Company, N.A 4.40% Reduce -2.1% 52,591 $12.3M
Capital Advantage, Inc. 2.35% Reduce -7.9% 52,559 $12.2M
Consolidated Capital Management, LLC 5.34% Reduce -11.4% 52,469 $12.2M
Greater Midwest Financial Group, LLC 7.17% Add +1.3% 52,435 $12.2M
Grace & Mercy Foundation, Inc. 2.77% No change 52,300 $12.2M
Hazlett, Burt & Watson, Inc. 5.60% Add +0.7% 52,190 $12.2M
Harbor Advisory Corp. 3.97% Reduce -1.2% 52,195 $12.2M
Connable Office Inc. 1.22% Reduce -0.8% 52,170 $12.2M
Gemmer Asset Management LLC 1.22% Add +20.9% 52,151 $12.2M
JARISLOWSKY, FRASER Ltd 0.07% Reduce -2.7% 52,131 $12.1M
BigSur Wealth Management LLC 3.35% Add +0.1% 52,127 $12.1M
Calton & Associates, Inc. 4.64% Add +29.3% 52,118 $12.1M
Beacon Capital Management, LLC 1.72% Add +6.6% 52,055 $12.1M
Walleye Capital LLC 0.14% Reduce -81.5% 51,986 $12.1M
Darwin Wealth Management, LLC 3.32% New 51,943 $12.1M
Cove Private Wealth, LLC 9.65% Reduce -0.2% 51,924 $12.1M
Blue Zone Wealth Advisors, LLC 3.76% Add +2.6% 51,863 $12.1M
Mark Sheptoff Financial Planning, LLC 6.42% Reduce -0.7% 51,830 $12.1M
Ethos Financial Group, LLC 2.01% Reduce -0.4% 51,799 $12.1M
Peninsula Wealth, LLC 2.11% Add +1.5% 52,013 $12.1M
Key Client Fiduciary Advisors, LLC 5.49% Add +0.8% 51,708 $12.0M
FCG Investment Co 7.90% Add +5.2% 51,707 $12.0M
Harbour Investment Management LLC 5.33% Reduce -1.0% 51,603 $12.0M
Childress Capital Advisors, LLC 3.24% Add +0.6% 51,559 $12.0M
GPM Growth Investors, Inc. 4.99% Reduce -2.9% 51,464 $12.0M
Northwest Capital Management Inc 4.32% Reduce -15.1% 51,430 $12.0M
Syntegra Private Wealth Group, LLC 1.38% Reduce -0.5% 51,361 $12.0M
CVA Family Office, LLC 1.94% Reduce -0.5% 51,360 $12.0M
626 Financial, LLC 6.61% Reduce -2.4% 51,225 $11.9M
Capasso Planning Partners LLC 3.52% Reduce -3.1% 51,203 $11.9M
Bienville Capital Management, LLC 3.09% Reduce -10.9% 51,187 $11.9M
McLean Asset Management Corp 3.59% Add +0.1% 52,492 $11.9M
Owen LaRue, LLC 6.32% Reduce -5.5% 51,071 $11.9M
Integrated Investment Consultants, LLC 2.59% Add +3891.8% 1,736,650 $11.9M
Heartland Bank & Trust Co 6.41% Add +0.4% 51,019 $11.9M
Affiance Financial, LLC 2.88% Reduce -0.6% 50,977 $11.9M
Fox Hill Wealth Management 6.55% Add +27.2% 50,977 $11.9M
Tsai Capital Corp 9.65% Reduce -31.6% 50,941 $11.9M
Merrion Investment Management Co, LLC 7.81% Reduce -4.8% 50,781 $11.8M
Enclave Advisors LLC 2.01% — 50,777 $11.8M
Mystic Asset Management, Inc. 4.46% Add +2.1% 50,726 $11.8M
Waypoint Capital Advisors, LLC 2.51% Add +1.1% 50,660 $11.8M
Family Capital Trust Co 3.79% Reduce -0.3% 50,650 $11.8M
Notis-McConarty Edward 5.34% Reduce -21.5% 50,629 $11.8M
Peninsula Asset Management Inc. 5.95% Reduce -2.6% 50,606 $11.8M
Lwmg, LLC 2.24% Add +0.3% 50,580 $11.8M
Valley Brook Capital Group, Inc. 8.46% Add +0.2% 50,562 $11.8M
Capital Advisors Wealth Management, LLC 2.17% Reduce -2.1% 50,530 $11.8M
Sitrin Capital Management LLC 5.88% Add +30.9% 50,501 $11.8M
Eagle Ridge Investment Management 1.03% Add +0.6% 50,485 $11.8M
Riggs Asset Managment Co. Inc. 3.21% Add +3.6% 50,439 $11.8M
Financial Council, LLC 6.12% Reduce -0.1% 50,436 $11.8M
Rede Wealth, LLC 4.49% Add +2.0% 50,407 $11.7M
Faithward Advisors, LLC 2.04% Reduce -2.4% 50,336 $11.7M
Payden & Rygel 0.90% Reduce -48.8% 50,100 $11.7M
CoreFirst Bank & Trust 6.74% Reduce -2.5% 50,098 $11.7M
Willis Johnson & Associates, Inc. 0.89% Add +60.3% 50,012 $11.7M
Kentucky Farm Bureau Mutual Insurance Co 2.51% No change 50,000 $11.7M
Orleans Capital Management Corp. 6.61% Reduce -7.7% 49,954 $11.6M
Silverlake Wealth Management LLC 4.47% Reduce -7.3% 49,943 $11.6M
St. Johns Investment Management Company, LLC 5.46% Reduce -14.0% 49,879 $11.6M
Orion Capital Management LLC 5.64% Reduce -3.4% 49,832 $11.6M
Trust Investment Advisors 7.40% Reduce -8.3% 49,830 $11.6M
Modus Advisors, LLC 3.80% Reduce -0.5% 49,688 $11.6M
Cottage Street Advisors LLC 6.30% Reduce -0.9% 49,678 $11.6M
Walled Lake Planning & Wealth Management, LLC 4.34% Reduce -0.2% 49,602 $11.6M
Purus Wealth Management, LLC 4.89% Reduce -1.8% 49,548 $11.5M
Lebenthal Global Advisors, LLC 2.34% Add +0.4% 49,489 $11.5M
Chesapeake Wealth Management 3.93% Reduce -1.4% 49,403 $11.5M
Nia Impact Advisors, LLC 3.82% Reduce -1.5% 49,358 $11.5M
Waterfront Wealth Inc. 2.82% Add +2.5% 49,246 $11.5M
Kowal Investment Group, LLC 2.11% Add +3.9% 49,326 $11.5M
Cim Investment Management Inc. 3.40% Reduce -4.0% 49,322 $11.5M
Yoder Wealth Management, Inc. 6.89% Reduce -8.8% 49,220 $11.5M
Highview Capital Management LLC 4.65% Add +3.1% 49,109 $11.4M
Slagle Financial, LLC 5.07% Add +6.2% 49,073 $11.4M
Palogic Value Management, L.P. 4.64% Reduce -2.3% 49,036 $11.4M
Brown, Lisle/Cummings, Inc. 3.47% Reduce -4.8% 48,944 $11.4M
Thrive Wealth Management, LLC 2.09% Reduce -1.3% 48,880 $11.4M
Stony Point Capital LLC 2.72% Add +2.8% 48,856 $11.4M
Garrett Wealth Advisory Group, LLC 2.81% Add +25.3% 48,850 $11.4M
Searcy Financial Services Inc. 5.34% Reduce -1.2% 48,834 $11.4M
Laraway Financial Advisors Inc 9.07% Reduce -1.1% 48,815 $11.4M
Carl P. Sherr & Co., LLC 5.99% Reduce -2.0% 48,815 $11.4M
MTM Investment Management, LLC 4.42% Reduce -4.7% 50,070 $11.4M
Sandhill Capital Partners LLC 0.81% Add +5.7% 48,679 $11.3M
Canopy Partners, LLC 4.88% Add +2.1% 48,659 $11.3M
Prosperitas Financial LLC 6.08% Add +2.0% 48,491 $11.3M
Stokes Capital Advisors, LLC 2.89% Reduce -0.3% 48,462 $11.3M
Heron Bay Capital Management 2.37% Reduce -6.2% 48,312 $11.3M
Wealthquest Corp 0.99% Add +0.9% 49,732 $11.3M
Caldwell Sutter Capital, Inc. 5.24% Reduce -6.1% 48,230 $11.2M
Linden Thomas Advisory Services, LLC 1.53% Add +26.5% 48,178 $11.2M
Aprio Wealth Management, LLC 1.79% Add +38.1% 47,993 $11.2M
GS Investments, Inc. 4.97% Add +0.1% 47,896 $11.2M
Advocate Group LLC 2.02% Reduce -6.0% 47,784 $11.1M
Atticus Wealth Management, LLC 3.57% Reduce -0.4% 47,667 $11.1M
Wisconsin Capital Management LLC 5.83% Add +3.9% 47,651 $11.1M
Lynch & Associates 2.35% Reduce -0.5% 47,632 $11.1M
Osterweis Capital Management Inc. 0.67% Add +41.1% 47,621 $11.1M
REAP Financial Group, LLC 2.72% Add +5.4% 47,604 $11.1M
Spinnaker Investment Group, LLC 2.71% Add +2.0% 47,561 $11.1M
Barometer Capital Management Inc. 3.20% Add +7941.9% 47,608 $11.1M
West Wealth Group, LLC 3.59% Reduce -0.6% 47,507 $11.1M
Tudor Investment Corporation 0.12% Reduce -90.3% 47,382 $11.0M
Gilder Gagnon Howe & Co. LLC 0.13% Reduce -15.2% 47,325 $11.0M
Pettinga Financial Advisors LLC 2.61% Reduce -0.6% 47,325 $11.0M
Vista Investment Partners LLC 3.53% Add +0.3% 47,320 $11.0M
Cascades Capital Asset Management, LLC 6.24% — 47,265 $11.0M
Stiles Financial Services Inc 3.88% Reduce -1.2% 47,247 $11.0M
Buck Wealth Strategies, LLC 3.46% Reduce -10.9% 47,200 $11.0M
Milestone Asset Management, LLC 2.47% Add +30.2% 47,165 $11.0M
WestHill Financial Advisors, Inc. 2.46% Add +19.7% 47,164 $11.0M
GUNN & Co INVESTMENT MANAGEMENT, INC. 7.54% Reduce -91.0% 47,048 $11.0M
Investmark Advisory Group LLC 5.32% Add +0.0% 47,024 $11.0M
BWM Planning, LLC 4.85% — 46,934 $10.9M
Patron Partners, LLC 6.04% Reduce -2.6% 46,930 $10.9M
Thomas Story & Son LLC 4.46% Reduce -3.3% 46,926 $10.9M
RPg Family Wealth Advisory, LLC 3.53% Add +1.6% 46,924 $10.9M
Atlantic Edge Private Wealth Management, LLC 3.33% Reduce -1.1% 46,908 $10.9M
Clear Creek Financial Management, LLC 1.24% Reduce -0.8% 46,831 $10.9M
Grey Ledge Advisors, LLC 2.79% Reduce -0.3% 46,806 $10.9M
Game Plan Financial Advisors, LLC 5.82% Reduce -0.2% 46,804 $10.9M
Pecaut & Co. 3.86% Reduce -19.9% 46,741 $10.9M
Centerpoint Advisors, LLC 3.79% Add +2.1% 46,727 $10.9M
SeaTown Holdings Pte. Ltd. 8.04% New 46,722 $10.9M
Chris Bulman Inc 7.40% Reduce -0.5% 46,646 $10.9M
Cornerstone Capital, Inc. 1.01% Reduce -1.7% 46,608 $10.9M
Shepherd Kaplan Krochuk, LLC 8.18% Reduce -2.7% 46,557 $10.8M
Advanced Asset Management Advisors Inc 2.90% No change 51,438 $10.8M
American Trust Investment Advisors, LLC 4.43% Reduce -2.4% 46,483 $10.8M
Sage Advisors, LLC 8.48% Add +4.0% 46,181 $10.8M
Abacus Wealth Partners, LLC 1.61% Add +22.1% 46,161 $10.8M
Ellerson Group Inc. 8.44% Reduce -2.6% 46,148 $10.8M
Goodman Advisory Group, LLC 3.07% Add +1.9% 46,096 $10.7M
Cypress Capital, LLC 2.77% Reduce -2.4% 46,063 $10.7M
LCM Capital Management Inc 6.17% Reduce -5.0% 46,014 $10.7M
Paloma Partners Management Co 0.74% New 46,000 $10.7M
Invst, LLC 1.30% Reduce -14.8% 45,966 $10.7M
Sonata Capital Group Inc. 4.51% Add +1.3% 45,823 $10.7M
Enterprise Financial Services Corp 6.21% Reduce -5.2% 45,766 $10.7M
West Family Investments, Inc. 3.63% Add +16.7% 45,722 $10.7M
Dantai Capital Ltd 13.52% Add +12.9% 45,715 $10.7M
Northwest Wealth Management, LLC 2.48% Add +1.5% 45,694 $10.6M
Cohen Investment Advisors LLC 6.49% Reduce -2.1% 45,601 $10.6M
Norway Savings Bank 5.76% Reduce -3.3% 45,581 $10.6M
Seaview Investment Managers LLC 3.19% Reduce -7.5% 45,464 $10.6M
BKM Wealth Management, LLC 4.30% Add +98.2% 45,416 $10.6M
Spirit of America Management Corp. 2.11% Reduce -2.2% 45,382 $10.6M
Evexia Wealth LLC 3.75% Reduce -14.4% 47,692 $10.6M
Cetera Trust Company, N.A 6.46% Reduce -2.7% 45,360 $10.6M
Pacific Sun Financial Corp 5.83% Reduce -0.1% 45,342 $10.6M
Clear Street Derivatives LLC 0.18% Reduce -46.5% 45,199 $10.5M
Leeward Financial Partners, LLC 3.97% Add +6.6% 45,139 $10.5M
Providence Wealth Advisors, LLC 7.78% Reduce -0.3% 44,883 $10.5M
Agate Pass Investment Management, LLC 5.25% Reduce -1.9% 45,120 $10.5M
Carlson Capital Management 0.45% Add +20.5% 45,114 $10.5M
Thurston, Springer, Miller, Herd & Titak, Inc. 2.92% Add +4.0% 45,103 $10.5M
Painted Porch Advisors LLC 5.31% Add +0.9% 45,016 $10.5M
KP Management LLC 3.69% Reduce -8.2% 45,000 $10.5M
MUFG Securities EMEA plc 0.43% Reduce -87.1% 45,000 $10.5M
Colonial River Investments, LLC 5.19% Reduce -33.4% 44,901 $10.5M
Opinicus Capital, Inc. 8.38% Reduce -1.6% 44,901 $10.5M
Banyan Capital Management, Inc. 6.06% Reduce -28.8% 44,886 $10.5M
Elevated Capital Advisors, LLC 2.78% Add +26.9% 44,870 $10.5M
Wealth Advisors of Tampa Bay, LLC 4.36% Reduce -8.8% 44,835 $10.4M
Reliant Investment Management, LLC 4.91% Add +0.8% 44,787 $10.4M
Beacon Financial Group 1.14% Reduce -3.0% 44,763 $10.4M
Delaney Dennis R 5.38% Reduce -3.0% 44,758 $10.4M
Shorepath Capital Management LLC 7.63% Reduce -2.1% 44,732 $10.4M
Alan B Lancz & Associates, Inc. 9.56% Reduce -2.5% 44,724 $10.4M
Smallwood Wealth Investment Management, LLC 7.43% Reduce -0.5% 44,690 $10.4M
Keynote Financial Services LLC 8.01% Reduce -0.3% 44,678 $10.4M
First County Bank 5.14% Add +1.6% 44,677 $10.4M
Sienna Gestion 0.69% Add +156.7% 44,772 $10.4M
ORG Partners LLC 1.67% Reduce -22.4% 44,479 $10.4M
Cross Staff Investments Inc 8.00% Reduce -0.2% 44,460 $10.4M
Stansberry Asset Management, LLC 1.38% Add +0.7% 44,452 $10.4M
West Michigan Advisors, LLC 3.12% Reduce -3.9% 44,432 $10.4M
Advisor Resource Council 4.70% Add +9.5% 44,410 $10.3M
Copperwynd Financial, LLC 3.11% Add +6.7% 44,305 $10.3M
Drexel Morgan & Co. 1.92% No change 44,296 $10.3M
Advisors Management Group Inc. 2.44% Reduce -0.8% 44,256 $10.3M
Dynasty Wealth Management, LLC 0.31% Add +31.9% 44,254 $10.3M
Transcendent Capital Group LLC 5.29% Reduce -22.6% 44,223 $10.3M
Hikari Tsushin, Inc. 0.73% Reduce -34.0% 44,207 $10.3M
WealthBridge Investment Counsel Inc. 3.65% Reduce -0.9% 44,168 $10.3M
Palumbo Wealth Management LLC 4.00% Reduce -0.3% 44,159 $10.3M
Encompass Wealth Advisors, LLC 2.59% Add +2.0% 44,095 $10.3M
Horst & Graben Wealth Management LLC 1.84% Reduce -0.8% 44,087 $10.3M
North Growth Management Ltd. 1.91% No change 44,000 $10.3M
Dagco, Inc. 4.21% Reduce -1.0% 44,041 $10.3M
Chou Associates Management Inc. 6.61% No change 44,000 $10.3M
MSH Capital Advisors LLC 3.13% Reduce -0.4% 43,985 $10.2M
Summit Asset Management, LLC 1.17% Reduce -1.4% 43,952 $10.2M
Marino, Stram & Associates LLC 2.28% Reduce -0.0% 43,939 $10.2M
Spring Capital Management, LLC 8.30% Reduce -8.4% 59,779 $10.2M
Joseph P. Lucia & Associates, LLC 4.71% Reduce -0.3% 43,897 $10.2M
Thompson Investment Management, Inc. 1.47% Reduce -4.7% 43,895 $10.2M
Tranquility Partners, LLC 3.71% Reduce -2.2% 43,864 $10.2M
Old North State Trust, LLC 8.31% Reduce -0.3% 43,854 $10.2M
Freedom Day Solutions, LLC 3.17% Add +1.2% 43,825 $10.2M
Garner Asset Management Corp 3.49% Add +3.2% 43,691 $10.2M
Congress Park Capital LLC 3.77% Reduce -6.9% 43,670 $10.2M
United Bank 4.69% Reduce -0.8% 43,664 $10.2M
East Coast Asset Management, LLC. 3.38% Reduce -0.6% 43,661 $10.2M
Royal Fund Management, LLC 0.72% Reduce -10.3% 43,556 $10.2M
Next Capital Management LLC 4.14% Reduce -2.9% 43,570 $10.2M
Alkeme Wealth, LLC 4.49% Reduce -1.6% 43,530 $10.1M
Matisse Capital 4.93% Add +0.3% 43,480 $10.1M
D.B. Root & Company, LLC 3.34% Reduce -6.9% 43,471 $10.1M
Windle Wealth, LLC 5.50% Reduce -2.7% 43,436 $10.1M
RBA Wealth Management, LLC 3.90% Reduce -0.9% 43,419 $10.1M
Pine Haven Investment Counsel, Inc 8.18% Reduce -0.6% 43,393 $10.1M
LaSalle St. Investment Advisors, LLC 3.97% Add +26.6% 43,366 $10.1M
ABLE Financial Group, LLC 3.12% Reduce -0.6% 43,363 $10.1M
Stanley-Laman Group, Ltd. 1.29% Add +0.9% 43,357 $10.1M
VCI Wealth Management LLC 4.49% Add +74.2% 43,335 $10.1M
Intact Investment Management Inc. 0.34% Add +0.7% 43,300 $10.1M
Alta Advisers Ltd 4.60% Add +6.8% 43,260 $10.1M
Bank of Stockton 3.04% Reduce -3.3% 43,251 $10.1M
Kohmann Bosshard Financial Services, LLC 1.25% Add +0.5% 43,206 $10.1M
Planning Directions Inc. 5.99% Reduce -1.7% 43,145 $10.1M
Morling Financial Advisors, LLC 3.83% Reduce -1.9% 43,105 $10.0M
Cantor Fitzgerald Investment Advisors L.P. 0.68% Add +39.5% 43,098 $10.0M
Boyd Watterson Asset Management LLC 2.78% Reduce -0.5% 43,067 $10.0M
Oxler Private Wealth LLC 3.49% Add +2.0% 43,023 $10.0M
ERn Financial, LLC 1.52% Add +2.9% 42,986 $10.0M
Saxon Interests, Inc. 4.56% Add +2.5% 42,959 $10.0M
Baker Ellis Asset Management LLC 1.42% Reduce -0.5% 42,930 $10.0M
Trust Co of Kansas 4.85% Add +7.2% 42,829 $10.0M
One Day In July LLC 1.12% Add +7.3% 42,806 $10.0M
Savoie Capital LLC 1.22% Add +0.0% 42,752 $10.0M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 3.74% Reduce -4.1% 42,699 $9.9M
Trinity Legacy Partners, LLC 2.56% Reduce -5.2% 43,009 $9.9M
Baron Silver Stevens Financial Advisors, LLC 1.73% Reduce -3.5% 42,597 $9.9M
Empire Financial Management Company, LLC 3.05% Reduce -10.1% 42,586 $9.9M
Security National Bank of So Dak 5.51% Reduce -0.7% 42,572 $9.9M
Security Financial Services, INC. 2.02% Add +0.6% 42,563 $9.9M
White Pine Investment CO 2.72% Reduce -0.4% 42,553 $9.9M
Clarus Group, Inc. 4.18% Reduce -2.9% 42,529 $9.9M
Acas, LLC 8.15% Add +0.3% 42,405 $9.9M
Hudson Canyon Capital Management 6.38% No change 42,380 $9.9M
Atlas Capital Advisors Inc. 1.51% Reduce -42.8% 42,329 $9.9M
Goepper Burkhardt LLC 4.07% Add +5.4% 42,329 $9.9M
Delta Capital Management LLC 5.76% Reduce -15.1% 42,324 $9.9M
PBMares Wealth Management LLC 2.06% Add +0.5% 42,296 $9.9M
Jmac Enterprises LLC 1.57% Reduce -3.3% 42,256 $9.8M
Fi3 FINANCIAL ADVISORS, LLC 3.91% Add +2.5% 42,249 $9.8M
Essex Investment Management Co. LLC 1.72% Reduce -23.4% 42,234 $9.8M
Townsend Asset Management Corp. /NC/ 3.65% Reduce -0.5% 42,224 $9.8M
Bright Futures Wealth Management, LLC. 4.76% Add +7.7% 42,734 $9.8M
SWP Financial LLC 5.99% Add +0.2% 42,155 $9.8M
Genesee Capital Advisors, LLC 4.73% Reduce -3.0% 42,154 $9.8M
ROI Financial Advisors, LLC 6.78% Reduce -2.1% 42,116 $9.8M
Brown Capital Management LLC 0.21% Reduce -2.1% 42,104 $9.8M
GP Brinson Investments LLC 4.00% No change 42,000 $9.8M
Glass Wealth Management Co LLC 5.40% Add +22.5% 41,969 $9.8M
Oder Investment Management, LLC 8.40% Reduce -1.4% 41,949 $9.8M
Savvy Advisors, Inc. 1.98% Add +46.8% 41,934 $9.8M
Transatlantique Private Wealth LLC 3.73% Add +0.7% 41,896 $9.8M
Meritas Wealth Management, LLC 6.03% Add +0.7% 41,854 $9.8M
Intrepid Financial Planning Group LLC 4.17% Reduce -4.8% 41,819 $9.7M
Y.D. More Investments Ltd 1.02% Reduce -18.1% 41,784 $9.7M
Gray Wealth Management Inc. 3.84% Add +1.1% 41,763 $9.7M
Brophy Wealth Management, LLC 3.48% — 41,744 $9.7M
Amarillo National Bank 1.78% Add +0.5% 41,730 $9.7M
Darden Wealth Group Inc 7.01% Add +4.8% 41,706 $9.7M
Susquehanna International Group Ltd. 2.05% New 41,563 $9.7M
Palmer Knight Co 4.25% Reduce -1.3% 41,539 $9.7M
Lummis Asset Management, LP 11.30% Add +6.3% 41,518 $9.7M
Quantum Portfolio Management LLC 5.23% Add +9.8% 41,466 $9.7M
Avanda Investment Management Pte. Ltd. 1.88% Reduce -52.1% 41,450 $9.7M
Advus Financial Partners, LLC 2.76% Reduce -0.4% 41,437 $9.7M
Cornerstone Enterprises, LLC 6.04% Reduce -1.9% 41,423 $9.7M
Demars Financial Group, LLC 4.40% Add +0.5% 41,421 $9.7M
Interchange Capital Partners, LLC 3.43% Reduce -8.3% 41,371 $9.6M
Asahi Life Asset Management Co., LTD. 5.83% Add +5.4% 41,350 $9.6M
Madrona Financial Services, LLC 2.68% Add +12.1% 41,344 $9.6M
Woodard & Co. Asset Management Group Inc. 2.16% Add +0.1% 41,325 $9.6M
Family Legacy, Inc. 3.20% Reduce -0.8% 41,304 $9.6M
Heirloom Wealth Management 3.00% Add +1.8% 41,272 $9.6M
Ravenstone Capital Management Inc. 5.78% Add +0.3% 41,261 $9.6M
Lindenwold Advisors, INC 4.84% Add +1.1% 41,244 $9.6M
Point Windward Advisors Inc. 3.64% Reduce -1.8% 41,224 $9.6M
Northcape Wealth Management, LLC 3.14% Reduce -0.1% 41,208 $9.6M
Aurora Investment Managers, LLC. 6.15% Reduce -1.7% 41,182 $9.6M
Cadent Capital Advisors, LLC 3.26% Reduce -2.5% 41,147 $9.6M
Silvia McColl Wealth Management, LLC 7.17% Reduce -16.8% 41,139 $9.6M
Cresta Advisors, Ltd. 5.01% Reduce -3.4% 41,129 $9.6M
Objective Capital Management, LLC 5.63% — 41,111 $9.6M
One Wealth Management Investment & Advisory Services, LLC 16.77% Reduce -9.8% 41,043 $9.6M
Sivia Capital Partners, LLC 5.64% Add +4.0% 40,998 $9.6M
Blackhawk Capital Partners, LLC 5.10% Reduce -1.6% 40,970 $9.5M
FPC Investment Advisory, Inc. 8.09% Add +1.9% 42,994 $9.5M
Berry Wealth Group, LP 6.83% Add +1.5% 40,903 $9.5M
Portland Global Advisors LLC 1.20% Reduce -0.1% 40,867 $9.5M
Martin & Co. Inc. 2.24% Reduce -0.4% 40,855 $9.5M
Hilltop National Bank 2.89% Reduce -1.2% 40,806 $9.5M
Waddell & Associates, LLC 1.16% Add +0.1% 40,806 $9.5M
RDA Financial Network 2.95% Add +0.0% 40,788 $9.5M
Bernardo Wealth Planning LLC 2.30% Add +2.9% 40,825 $9.5M
Aft, Forsyth & Company, Inc. 4.67% Reduce -0.1% 40,628 $9.5M
D'Orazio & Associates, Inc. 1.35% Add +7.5% 40,615 $9.5M
Impact Partnership Wealth, LLC 2.13% Reduce -2.5% 40,560 $9.5M
Cromwell Holdings LLC 6.07% Add +4.6% 40,528 $9.4M
Asset Management Advisors, LLC 6.58% Reduce -11.6% 40,450 $9.4M
Truvestments Capital LLC 2.53% Add +34.3% 40,421 $9.4M
Oarsman Capital, Inc. 1.74% Add +4.1% 40,420 $9.4M
Beck Capital Management, LLC 2.52% Add +84.1% 40,415 $9.4M
Altrafin AG 3.39% No change 40,350 $9.4M
WT Wealth Management 3.00% Reduce -9.3% 39,974 $9.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC 3.58% Add +0.1% 42,312 $9.4M
First Command Advisory Services, Inc. 0.09% Reduce -0.6% 40,257 $9.4M
Madison Wealth Partners, Inc 2.77% Add +14.7% 40,194 $9.4M
Johnson Bixby & Associates, LLC 1.43% Reduce -2.9% 40,185 $9.4M
Integris Wealth Management, LLC 2.62% Add +1.4% 40,183 $9.4M
Legato Capital Management LLC 1.16% No change 40,154 $9.4M
Rodgers Brothers Inc. 1.19% Reduce -0.7% 40,142 $9.4M
Cambridge Advisors Inc. 2.04% Add +1.1% 40,110 $9.3M
Orca Investment Management, LLC 8.42% Add +5.6% 40,046 $9.3M
Wealthspire Retirement, LLC 0.75% Reduce -3.5% 40,008 $9.3M
Piscataqua Savings Bank 7.91% Reduce -1.4% 39,972 $9.3M
FSM Wealth Advisors, LLC 2.47% Add +3.9% 39,955 $9.3M
NewSquare Capital LLC 0.74% Add +7.4% 39,891 $9.3M
First United Bank & Trust 3.34% Reduce -6.0% 39,870 $9.3M
Hixon Zuercher, LLC 3.64% Reduce -9.0% 39,866 $9.3M
CYBER HORNET ETFs LLC 9.43% Add +4.8% 39,844 $9.3M
William Allan Corp 5.76% Reduce -8.6% 39,821 $9.3M
SGL Investment Advisors, Inc. 4.83% — 40,616 $9.3M
Capital Advisors, Ltd. LLC 1.15% Add +1.2% 39,704 $9.3M
Bruce & Co., Inc. 2.70% No change 39,700 $9.3M
Peak Financial Management, Inc. 2.71% Reduce -10.4% 39,660 $9.2M
Old Port Advisors 2.57% Reduce -2.1% 39,635 $9.2M
Resurgent Financial Advisors LLC 5.42% Reduce -0.0% 39,627 $9.2M
Mainstream Capital Management LLC 7.85% — 39,625 $9.2M
Bank Hapoalim BM 1.47% Reduce -3.1% 39,622 $9.2M
Vance Wealth, LLC 3.49% Reduce -0.5% 39,590 $9.2M
Commons Capital, LLC 10.17% Reduce -2.4% 39,558 $9.2M
Founders Capital Management 5.61% Reduce -9.8% 39,547 $9.2M
Novak & Powell Financial Services, Inc. 5.34% Reduce -4.1% 39,516 $9.2M
Processus Wealth & Capital Management, LLC 7.59% Reduce -5.1% 39,509 $9.2M
Quattro Financial Advisors LLC 2.60% Add +33.3% 39,891 $9.2M
Integral Investment Advisors, Inc. 2.51% Reduce -0.9% 39,459 $9.2M
Chapman Investment Management, LLC 6.71% Reduce -1.6% 39,439 $9.2M
Ayalon Insurance Comp Ltd. 2.86% Reduce -0.2% 39,422 $9.2M
Pinnacle West Asset Management, Inc. 6.57% Reduce -1.4% 39,340 $9.2M
OV Management LLC 6.08% Add +1.1% 39,272 $9.2M
Laidlaw Wealth Management LLC 4.52% Add +32.4% 39,247 $9.1M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 3.53% Add +31.7% 39,241 $9.1M
Lantern Wealth Advisors, LLC 6.33% Reduce -0.1% 39,226 $9.1M
Worth Financial Advisory Group, LLC 5.37% Add +50.1% 39,214 $9.1M
C2C Wealth Management, LLC 8.48% Reduce -0.5% 40,325 $9.1M
BHK Investment Advisors, LLC 3.39% Reduce -3.9% 39,005 $9.1M
Bull Street Advisors, LLC 4.22% Reduce -2.1% 38,979 $9.1M
Patriot Investment Management Group, Inc. 0.67% Reduce -2.3% 38,957 $9.1M
Creekside Partners 4.69% Reduce -0.3% 38,950 $9.1M
Morse Asset Management, Inc 1.98% Add +4.8% 38,943 $9.1M
Virtue Capital Management, LLC 1.82% Reduce -28.5% 38,914 $9.1M
Paragon Private Wealth Management, LLC 4.49% Add +12.9% 38,909 $9.1M
Hohimer Wealth Management, LLC 1.95% Reduce -0.6% 38,881 $9.1M
Wayfinding Financial, LLC 6.73% Reduce -1.0% 38,857 $9.1M
Kades & Cheifetz LLC 5.18% Reduce -0.7% 38,828 $9.0M
Lynch Asset Management, Inc. 3.80% Reduce -0.3% 38,825 $9.0M
Lavaca Capital LLC 4.33% Reduce -10.6% 38,810 $9.0M
Convergence Financial, LLC 1.92% Reduce -15.8% 38,778 $9.0M
Woodley Farra Manion Portfolio Management Inc. 0.46% Reduce -0.8% 38,773 $9.0M
Signet Investment Advisory Group, Inc. 4.51% Reduce -0.2% 38,701 $9.0M
Ranch Capital Advisors Inc. 4.25% Reduce -0.4% 38,660 $9.0M
Godshalk Welsh Capital Management, Inc. 5.69% Reduce -3.8% 38,606 $9.0M
KKM Financial LLC 4.45% Reduce -7.8% 38,595 $9.0M
Harfst & Associates, Inc. 2.02% Add +2.0% 38,569 $9.0M
W Advisors, LLC 5.50% Add +0.5% 38,336 $8.9M
Family Firm, Inc. 1.95% Add +2.4% 38,260 $8.9M
Peregrine Asset Advisers, Inc. 3.06% Add +5.6% 38,220 $8.9M
Pacific Capital Wealth Advisors, Inc. 1.50% Add +0.7% 38,219 $8.9M
Signal Advisors Wealth, LLC 1.27% Add +184.0% 38,197 $8.9M
Sweet Financial Partners, LLC 1.92% Reduce -3.5% 38,146 $8.9M
Alta Wealth Advisors LLC 4.06% Add +6.3% 38,139 $8.9M
Midwest Financial Group LLC 5.22% Reduce -1.1% 38,117 $8.9M
Per Stirling Capital Management, LLC. 1.23% Reduce -15.3% 38,108 $8.9M
Patrick M Sweeney & Associates, Inc. 6.52% Add +0.0% 38,079 $8.9M
Greenspring Advisors, LLC 1.93% Add +6.8% 38,043 $8.9M
Cheviot Value Management, LLC 1.67% Reduce -8.2% 37,942 $8.8M
Strategic Financial Concepts, LLC 2.81% Reduce -99.5% 37,931 $8.8M
Sky Investment Group LLC 1.63% Reduce -2.7% 37,922 $8.8M
Gilbert & Cook, Inc. 1.21% Add +0.7% 37,871 $8.8M
Headinvest, LLC 1.63% Reduce -1.6% 37,805 $8.8M
Convergence Investment Partners, LLC 2.37% Add +28.8% 37,770 $8.8M
LMR Partners LLP 0.25% Reduce -75.8% 37,764 $8.8M
Boxwood Ventures, Inc. 13.61% No change 37,745 $8.8M
US Asset Management LLC 7.77% Reduce -4.3% 39,061 $8.8M
Transamerica Financial Advisors, LLC 0.86% New 37,667 $8.8M
Inspire Trust Co, N.A. 2.42% Add +6.0% 37,654 $8.8M
Greenline Partners, LLC 1.26% Reduce -6.6% 37,651 $8.8M
Dash Acquisitions Inc. 2.13% Add +1.7% 37,897 $8.8M
Ritter Daniher Financial Advisory LLC / DE 2.55% Reduce -1.6% 37,637 $8.8M
Verity Asset Management, Inc. 3.30% Reduce -1.1% 38,046 $8.8M
Safeguard Investment Advisory Group, LLC 2.50% Reduce -6.5% 37,609 $8.8M
New Potomac Partners, LLC 4.50% Reduce -1.1% 37,588 $8.8M
Beacon Investment Advisors LLC 4.14% Add +0.1% 37,502 $8.7M
Vigilare Wealth Management 3.53% Reduce -1.4% 37,440 $8.7M
Financial Enhancement Group LLC 1.70% Add +11.0% 50,697 $8.7M
Acima Private Wealth, LLC 2.92% No change 37,403 $8.7M
Studio Investment Management LLC 1.83% Reduce -0.1% 37,351 $8.7M
Cowa, LLC 4.13% Add +2.6% 37,259 $8.7M
Benchmark Financial Wealth Advisors, LLC 2.89% Add +5.4% 37,189 $8.7M
Vista Capital Partners, Inc. 1.00% Add +0.7% 37,138 $8.7M
Summit Financial Wealth Advisors, LLC 1.62% Reduce -3.3% 37,086 $8.6M
Pasadena Private Wealth, LLC 1.84% Reduce -0.9% 37,079 $8.6M
J. Goldman & Co LP 0.38% Reduce -49.0% 37,068 $8.6M
SC&H Financial Advisors, Inc. 1.89% Reduce -0.7% 37,039 $8.6M
Boltwood Capital Management 2.56% Add +3.9% 37,027 $8.6M
State of Wyoming 1.23% Add +141.0% 37,007 $8.6M
Wilson & Boucher Capital Management, LLC 5.94% Reduce -0.2% 36,991 $8.6M
Legacy Edge Advisors, LLC 1.38% Add +10.4% 36,975 $8.6M
Orser Capital Management, LLC 6.15% Reduce -0.7% 36,949 $8.6M
Sterling Group Wealth Management, LLC 4.56% Add +0.2% 36,938 $8.6M
Indie Asset Partners, LLC 6.44% Reduce -1.7% 36,880 $8.6M
Clayton Financial Group LLC 3.22% Add +12.8% 36,862 $8.6M
Lokken Investment Group LLC 3.58% Reduce -0.1% 36,860 $8.6M
Cape Ann Savings Bank 4.98% Reduce -2.3% 36,855 $8.6M
O'Neil Global Advisors, Inc. 2.19% Add +213.5% 36,840 $8.6M
Pettee Investors, Inc. 4.17% Reduce -0.0% 36,767 $8.6M
Investment Partners Asset Management, Inc. 7.02% Reduce -0.1% 36,757 $8.6M
Promethos Capital, LLC 3.05% No change 36,750 $8.6M
Aua Capital Management, LLC 4.95% Reduce -0.7% 36,713 $8.6M
Annis Gardner Whiting Capital Advisors, LLC 2.41% Reduce -6.0% 36,704 $8.6M
Rip Road Capital Partners LP 7.63% Add +4.0% 36,700 $8.6M
Arista Wealth Management, LLC 2.05% Add +1.8% 36,650 $8.5M
McBroom & Associates, LLC 5.22% Add +1.1% 36,637 $8.5M
NCM Capital Management, LLC 4.10% Reduce -0.8% 36,633 $8.5M
Veracity Capital LLC 3.26% Add +1.1% 36,629 $8.5M
Heritage Financial Services, LLC 1.13% Add +9.0% 36,619 $8.5M
New Century Financial Group, LLC 3.13% Add +4.1% 36,616 $8.5M
Great Waters Wealth Management 1.15% Reduce -5.7% 36,589 $8.5M
Eagle Strategies LLC 1.54% Reduce -2.9% 36,546 $8.5M
O'Brien Wealth Partners LLC 1.66% Reduce -0.2% 36,391 $8.5M
New England Research & Management, Inc. 3.98% Add +0.3% 36,348 $8.5M
Alcosta Capital Management, Inc. 5.06% Add +0.7% 36,347 $8.5M
Weaver Consulting Group 2.69% Add +2.6% 36,326 $8.5M
Omnia Family Wealth, LLC 3.63% Add +4.6% 36,307 $8.5M
Wellspring Financial Advisors, LLC 1.01% Add +7.9% 61,735 $8.5M
Granite Bay Wealth Management, LLC 4.74% New 36,293 $8.5M
Seelaus Asset Management LLC 7.92% Add +28.5% 36,291 $8.5M
tru Independence LLC 2.47% Add +2.9% 36,281 $8.5M
Ceera Investments, LLC 3.18% Reduce -2.7% 36,246 $8.4M
Forge First Asset Management Inc. 4.62% Reduce -37.3% 36,200 $8.4M
Trilogy Capital Inc. 0.42% Reduce -0.6% 36,190 $8.4M
Cary Street Partners Asset Management LLC 1.11% Reduce -3.3% 36,184 $8.4M
Chaney Capital Management, Inc. 4.71% Reduce -1.2% 36,022 $8.4M
Marion Wealth Management 2.24% Add +2.3% 36,002 $8.4M
Oxinas Partners, LLC 5.14% Reduce -0.5% 35,996 $8.4M
Constitution Capital LLC 4.47% Reduce -9.6% 35,944 $8.4M
Capital Management Associates, Inc 3.42% Add +2.3% 35,940 $8.4M
WR Wealth Planners, LLC 2.33% Reduce -0.8% 35,920 $8.4M
Seven Mile Advisory 5.53% Add +19.8% 35,900 $8.4M
GFG Capital, LLC 3.37% Add +0.2% 113,887 $8.4M
Planning Center, Inc. 1.03% Add +0.2% 35,809 $8.3M
Leelyn Smith, LLC 1.51% Add +3.8% 35,798 $8.3M
Kinsale Capital Group, Inc. 2.46% Add +15.1% 35,774 $8.3M
Asset Advisors Investment Management, LLC 0.87% Reduce -1.2% 35,748 $8.3M
Meridian Wealth Partners, LLC 1.29% Reduce -8.9% 35,731 $8.3M
Town & Country Bank & Trust CO dba First Bankers Trust CO 3.19% Reduce -15.2% 35,639 $8.3M
Colorado Capital Management, Inc. 4.09% Reduce -0.1% 35,583 $8.3M
Fortis Capital Management LLC 1.67% Add +2.2% 35,500 $8.3M
Pacific Center for Financial Services 2.18% Reduce -1.6% 35,498 $8.3M
Pps&v Asset Management Consultants, Inc. 5.66% Reduce -0.1% 35,415 $8.3M
My Legacy Advisors, LLC 3.26% Reduce -17.8% 35,410 $8.3M
Yarger Wealth Strategies, LLC 4.56% Reduce -2.7% 35,404 $8.2M
Hourglass Capital, LLC 2.30% Reduce -1.5% 35,387 $8.2M
Hudock, Inc. 1.42% Add +3.0% 35,382 $8.2M
Strategic Advocates LLC 2.95% Add +11.6% 35,351 $8.2M
Parkwood LLC 1.00% New 35,330 $8.2M
Fingerlakes Wealth Management, Inc. 6.84% Reduce -1.3% 35,313 $8.2M
Ellenbecker Investment Group 1.56% Reduce -4.1% 35,291 $8.2M
Trueblood Wealth Management, LLC 4.12% Reduce -0.7% 35,235 $8.2M
First Personal Financial Services 1.74% Reduce -2.0% 35,226 $8.2M
Brio Consultants, LLC 1.30% Add +2.5% 35,200 $8.2M
OneAscent Financial Services LLC 5.90% Reduce -10.0% 35,190 $8.2M
Ashton Thomas Securities, LLC 1.59% Add +25.8% 35,109 $8.2M
Clarus Wealth Advisors 4.17% Reduce -2.0% 36,873 $8.2M
Ulland Investment Advisors, LLC 6.09% Reduce -0.9% 35,055 $8.2M
Gratus Wealth Advisors, LLC 1.33% Add +8.1% 36,829 $8.2M
ODonnell Financial Services, LLC 3.31% Add +4.0% 35,003 $8.2M
Paradiem, LLC 1.92% No change 34,976 $8.1M
Chase Investment Counsel Corp. 2.70% Add +2.9% 34,856 $8.1M
Capital Group Investment Management Pte. LTD. 1.63% Add +0.6% 34,824 $8.1M
Teza Capital Management LLC 0.89% Add +1.1% 34,820 $8.1M
Legacy Financial Group, Inc. 2.76% Add +4.1% 35,912 $8.1M
Wellington Wealth Strategies, LLC. 6.15% New 35,891 $8.1M
Bridge Advisory, LLC 3.86% Add +1.1% 34,797 $8.1M
Aurora Private Wealth, Inc. 6.36% Reduce -1.8% 34,771 $8.1M
Sutton Place Investors LLC 4.94% Add +2.3% 34,710 $8.1M
StrongBox Wealth, LLC 3.47% Reduce -4.2% 34,709 $8.1M
Cora Capital Advisors LLC 3.98% Reduce -0.8% 34,678 $8.1M
Abound Wealth Management 2.68% Add +2.2% 34,655 $8.1M
Palo Alto Wealth Advisors, LLC 3.34% Add +72.4% 34,136 $8.1M
Arnhold LLC 0.78% Reduce -1.3% 34,617 $8.1M
Redwood Investment Management, LLC 0.72% Reduce -66.7% 34,748 $8.1M
Shoker Investment Counsel, Inc. 2.71% Reduce -3.9% 34,572 $8.1M
Pursue Wealth Partners LLC 4.40% Add +27.4% 34,555 $8.1M
Correct Capital Wealth Management 1.78% Reduce -0.5% 34,487 $8.0M
Gitterman Wealth Management, LLC 3.35% Reduce -2.1% 34,469 $8.0M
Tiller Private Wealth, Inc. 3.33% Reduce -3.4% 34,453 $8.0M
Kennebec Savings Bank 7.94% — 34,447 $8.0M
Wealth Quarterback LLC 4.17% Add +6.1% 34,398 $8.0M
HBW Advisory Services LLC 1.17% Add +5.8% 34,374 $8.0M
Long Road Investment Counsel, LLC 3.19% No change 34,351 $8.0M
Shum Financial Group, Inc. 6.67% — 35,783 $8.0M
Allred Capital Management, LLC 3.14% Reduce -3.2% 34,285 $8.0M
Fruth Investment Management 2.07% Reduce -0.8% 34,262 $8.0M
Andrew Hill Investment Advisors, Inc. 5.98% Add +3.0% 34,254 $8.0M
Ellsworth Advisors, LLC 2.07% Add +1.7% 34,252 $8.0M
Etesian Wealth Advisors, Inc. 3.61% Add +2.4% 34,243 $8.0M
LWM Advisory Services, LLC 5.91% Add +28.7% 34,235 $8.0M
NavPoint Financial, Inc. 6.43% Add +0.0% 34,233 $8.0M
WFA Asset Management Corp 4.32% Reduce -1.6% 34,161 $8.0M
Denver Wealth Management, Inc. 3.68% Reduce -2.9% 34,117 $7.9M
Summit Place Financial Advisors, LLC 4.43% Reduce -3.5% 34,116 $7.9M
Nova R Wealth, Inc. 3.91% Add +1.8% 34,104 $7.9M
Meridian Financial Partners LLC 4.02% New 34,088 $7.9M
Montz Harcus Wealth Management LLC 4.64% Reduce -1.7% 34,069 $7.9M
Coastwise Capital Group, LLC 6.53% Add +6.3% 34,053 $7.9M
Choice Wealth Advisors LLC 3.96% Reduce -6.8% 34,050 $7.9M
BOS Asset Management, LLC 2.94% Reduce -1.5% 34,019 $7.9M
Investment Partners, LTD. 3.30% Add +0.1% 33,991 $7.9M
Davies Financial Advisors, Inc. 6.90% Reduce -0.5% 33,953 $7.9M
Tempus Wealth Planning, LLC 2.90% Add +0.1% 33,951 $7.9M
Northstar Advisory Group, LLC 4.10% Reduce -16.5% 33,900 $7.9M
Ayrshire Capital Management LLC 3.76% Add +1.4% 33,899 $7.9M
Diversified Portfolios, Inc. 0.82% Add +35.6% 33,859 $7.9M
Tarbox Family Office, Inc. 1.29% Add +7.8% 33,857 $7.9M
American Financial Advisors, LLC 1.08% Reduce -6.6% 33,842 $7.9M
Corrigan Financial, Inc. 1.81% Reduce -1.6% 33,828 $7.9M
IMA Advisory Services, Inc. 1.71% Reduce -14.1% 33,728 $7.9M
Meridian Management Co. 2.00% Add +0.2% 33,724 $7.9M
Retirement Planning Co of New England, Inc. 3.91% Reduce -2.7% 33,705 $7.9M
Register Financial Advisors LLC 4.03% Reduce -1.6% 33,684 $7.8M
Cutter & CO Brokerage, Inc. 1.77% Reduce -6.0% 33,669 $7.8M
Samalin Investment Counsel, LLC 3.42% Reduce -0.9% 33,652 $7.8M
Mason & Associates Inc 1.96% Add +0.3% 33,644 $7.8M
Barry Investment Advisors, LLC 2.39% Reduce -4.7% 33,581 $7.8M
Wolf Group Capital Advisors 3.72% Reduce -9.0% 40,313 $7.8M
Nvest Financial, LLC 4.46% Reduce -0.9% 33,548 $7.8M
Riverbridge Partners LLC 0.10% Reduce -1.8% 33,532 $7.8M
Pinnacle Bancorp, Inc. 2.09% Add +1.0% 33,530 $7.8M
LCNB Corp. 2.76% Reduce -1.4% 33,411 $7.8M
Lakeshore Financial Planning, Inc. 3.43% Add +0.4% 33,386 $7.8M
Duncan Williams Asset Management, LLC 4.28% Add +187.4% 33,363 $7.8M
Lodestone Wealth Management LLC 3.88% Reduce -2.8% 33,296 $7.8M
Gateway Wealth Partners, LLC 2.14% Reduce -6.4% 33,293 $7.8M
Altman Advisors, Inc. 3.45% Reduce -1.0% 33,280 $7.8M
Norris Financial Group, LLC 3.82% Reduce -0.9% 33,269 $7.8M
Sachetta, LLC 3.07% Add +0.8% 33,268 $7.8M
Howard Wealth Management, LLC 4.51% Reduce -0.5% 33,259 $7.7M
Front Street Capital Management, Inc. 1.25% Reduce -0.5% 33,237 $7.7M
1858 Wealth Management, LLC 6.35% Add +5.9% 33,116 $7.7M
ELCO Management Co., LLC 4.17% Reduce -0.7% 33,104 $7.7M
Investment Advisory Group, LLC 2.67% Add +0.9% 33,009 $7.7M
Monetta Financial Services Inc. 6.55% No change 33,000 $7.7M
Integrity Financial Corp 4.51% Add +18.8% 32,980 $7.7M
LifeSteps Financial, Inc. 6.01% Add +0.0% 32,979 $7.7M
Ruggaard & Associates LLC 3.34% Reduce -15.6% 32,970 $7.7M
Peoples Bank 3.92% Add +0.5% 32,924 $7.7M
Retirement Solution LLC 1.86% Add +165.3% 32,845 $7.7M
Tilia Fiduciary Partners, Inc. 5.30% Add +5.3% 32,816 $7.6M
CMG Global Holdings, LLC 4.32% Add +2.9% 32,811 $7.6M
Total Investment Management Inc. 0.86% Add +6.4% 32,809 $7.6M
Partners Capital Investment Group, LLP 0.12% Add +126.4% 32,800 $7.6M
Mfa Wealth Advisors, LLC 1.67% Reduce -35.5% 32,796 $7.6M
Pacific Sage Partners, LLC 1.82% Reduce -0.3% 32,745 $7.6M
Moran Wealth Management, LLC 0.23% Reduce -0.1% 32,733 $7.6M
Arbor Trust Wealth Advisors, LLC 4.00% No change 36,209 $7.6M
WD Rutherford LLC 3.71% Reduce -1.2% 32,635 $7.6M
Deltec Asset Management LLC 1.50% Add +23.0% 32,613 $7.6M
Lantz Financial LLC 2.06% Add +9.5% 32,582 $7.6M
Horizon Investment Services, LLC 3.24% Add +0.1% 32,548 $7.6M
Essex LLC 1.55% Reduce -0.2% 32,508 $7.6M
Opus Investment Management Inc. 5.30% No change 32,400 $7.5M
BTG Pactual Asset Management US LLC 1.10% Reduce -7.4% 32,378 $7.5M
Clark Financial Services Group Inc. 6.85% Reduce -6.0% 32,332 $7.5M
Aft, Forsyth & Sober, LLC 2.48% No change 32,300 $7.5M
Beacon Harbor Wealth Advisors, Inc. 1.79% Add +13.5% 32,264 $7.5M
JNBA Financial Advisors 0.76% Reduce -2.3% 32,220 $7.5M
Sensible Money, LLC 3.28% Add +92.4% 32,217 $7.5M
Security National Bank of Sioux City Iowa 4.58% Add +1.6% 32,165 $7.5M
Byrne Asset Management LLC 5.22% Reduce -3.0% 32,148 $7.5M
Gries Financial LLC 1.40% Add +19.9% 32,145 $7.5M
Fortitude Advisory Group L.L.C. 4.72% Reduce -4.0% 32,117 $7.5M
Financial Strategies Group, Inc. 1.75% Reduce -25.7% 32,316 $7.5M
MADDEN SECURITIES Corp 3.22% Add +1.7% 32,033 $7.5M
Financial Partners Group, LLC 2.80% Add +0.1% 32,012 $7.5M
Smith Shellnut Wilson LLC 3.37% No change 31,997 $7.5M
Anchor Capital Advisors LLC 0.20% Add +0.3% 31,962 $7.4M
Coppell Advisory Solutions LLC 1.09% Reduce -77.4% 32,647 $7.4M
Keeler Thomas Management LLC 2.35% Reduce -0.9% 31,897 $7.4M
Triangle Securities Wealth Management 1.92% Reduce -2.0% 31,895 $7.4M
Beam Wealth Advisors, Inc. 2.25% Add +0.9% 31,884 $7.4M
Symphony Financial Services, Inc. 6.32% Add +3.6% 33,065 $7.4M
Hillsdale Investment Management Inc. 0.57% Add +41.8% 31,869 $7.4M
Pinkerton Wealth, LLC 1.08% Add +6.3% 31,864 $7.4M
Next Level Private LLC 3.04% Reduce -0.1% 31,859 $7.4M
Prossimo Advisors, LLC 5.42% New 31,838 $7.4M
Ergawealth Advisors, Inc. 3.68% Reduce -0.1% 31,826 $7.4M
River Street Advisors LLC 4.04% Add +0.1% 31,690 $7.4M
RiverPark Advisors, LLC 6.03% Add +8.1% 31,685 $7.4M
Echo Wealth Management, LLC 5.16% Add +10.2% 32,153 $7.4M
Petix & Botte Co 1.96% Add +0.7% 31,653 $7.4M
Entropy Technologies, LP 0.77% Reduce -32.5% 31,639 $7.4M
Noesis Capital Mangement Corp. 1.46% Add +5.4% 31,632 $7.4M
Wolverine Trading, LLC 0.19% Reduce -97.2% 32,354 $7.4M
Beaton Management Co. Inc. 3.73% Add +0.1% 31,620 $7.4M
Goldstein Advisors, LLC 1.12% Add +2.0% 31,601 $7.4M
Check Capital Management Inc. 0.52% Reduce -5.4% 31,582 $7.4M
Gerber, LLC 5.41% Reduce -0.8% 31,575 $7.4M
Altus Wealth Group LLC 3.14% Add +2.6% 31,547 $7.4M
Farrell Financial LLC 5.19% Add +0.1% 32,383 $7.3M
Elevation Wealth Partners, LLC 3.15% Reduce -0.7% 31,541 $7.3M
Archer Investment Corp 1.97% Reduce -1.4% 31,460 $7.3M
Sather Financial Group Inc 0.47% Reduce -5.5% 31,448 $7.3M
Legacy Financial Strategies, LLC 1.62% Add +6.2% 31,438 $7.3M
Mattson Financial Services, LLC 2.63% Reduce -0.7% 34,767 $7.3M
Burton Enright Welch 1.57% Reduce -0.2% 31,401 $7.3M
Vaughan David Investments LLC 0.17% Reduce -2.6% 31,396 $7.3M
Wynn Capital, LLC 4.79% Add +1.0% 31,366 $7.3M
Barton Investment Management 0.91% No change 31,344 $7.3M
Schear Investment Advisers, LLC 4.51% Add +8.2% 31,310 $7.3M
Ahl Investment Management, Inc. 5.03% Reduce -5.6% 31,307 $7.3M
Granite Harbor Advisors, Inc. 4.31% Add +13.4% 31,306 $7.3M
Altshuler Shaham Ltd 0.44% Add +409.8% 31,280 $7.3M
Kampmann Melissa S. 5.14% Reduce -0.0% 31,228 $7.3M
Beacon Financial Advisory LLC 2.47% Reduce -10.4% 31,221 $7.3M
Dempze Nancy E 4.05% Add +1.5% 31,172 $7.3M
Maxwell Wealth Strategies Inc. 3.08% Add +2.3% 32,444 $7.2M
Everpar Advisors LLC 3.75% Reduce -31.5% 31,105 $7.2M
Five Oceans Advisors 3.47% Add +5.8% 31,080 $7.2M
Evolution Wealth Advisors, LLC 1.30% Reduce -0.1% 31,091 $7.2M
Alesco Advisors, LLC, An ESL Co 0.22% Reduce -1.5% 31,029 $7.2M
Long Run Wealth Advisors, LLC 1.70% Reduce -6.9% 30,957 $7.2M
Monument Capital Management 1.99% Reduce -2.4% 30,956 $7.2M
Eley Financial Management, Inc 2.90% Reduce -2.1% 30,937 $7.2M
PSI Advisors, LLC 2.11% Reduce -12.4% 30,933 $7.2M
Criterion Capital Advisors, LLC 4.54% No change 34,213 $7.2M
PAX Financial Group, LLC 1.29% Add +56.9% 30,892 $7.2M
FWL Investment Management, LLC 2.75% Add +62.2% 30,852 $7.2M
Garrison Point Advisors, LLC 4.44% Add +0.5% 30,790 $7.2M
Seascape Capital Management 2.56% Reduce -2.9% 30,766 $7.2M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.80% Reduce -24.4% 30,753 $7.2M
Needham Investment Management LLC 0.55% No change 30,750 $7.2M
Phoenix Wealth Advisors 3.32% Reduce -63.5% 30,657 $7.1M
Jacobsen Capital Management 3.00% Reduce -0.2% 30,640 $7.1M
Hilltop Partners LLC 2.40% Reduce -0.8% 30,632 $7.1M
Eclectic Associates Inc. 2.82% Add +1.5% 30,629 $7.1M
Fiera Capital Corp 0.02% Reduce -1.4% 30,626 $7.1M
Taylor & Morgan Wealth Management, LLC 4.78% Reduce -2.9% 30,592 $7.1M
Baron Wealth Management LLC 3.43% Reduce -4.8% 30,553 $7.1M
Counterweight Ventures, LLC 5.04% Add +0.0% 30,536 $7.1M
G2 Capital Management, LLC / Oh 2.09% Add +0.1% 30,508 $7.1M
Riverview Trust Co 6.25% Reduce -0.3% 30,490 $7.1M
Chesapeake Asset Management LLC 6.17% Reduce -5.9% 30,489 $7.1M
White Lighthouse Investment Management Inc. 1.27% Reduce -10.5% 30,481 $7.1M
McAlister, Sweet & Associates, Inc. 5.86% Add +2.9% 30,477 $7.1M
JBR Co Financial Management Inc 4.64% Reduce -0.4% 30,444 $7.1M
Colton Groome Financial Advisors, LLC 2.65% Reduce -0.4% 30,374 $7.1M
Infusive Asset Management Inc. 2.98% Reduce -21.9% 30,284 $7.1M
Kolinsky Wealth Management, LLC 4.57% Add +7.5% 30,132 $7.0M
Shorepoint Capital Partners LLC 1.60% Reduce -7.3% 30,083 $7.0M
Emerald Advisers, LLC 0.27% Add +6.1% 30,075 $7.0M
Snider Financial Group 2.56% Reduce -2.6% 30,006 $7.0M
Miura Global Management, LLC 8.03% Reduce -40.0% 30,000 $7.0M
Intrinsic Edge Capital Management LLC 0.87% No change 30,000 $7.0M
Hamilton Capital, LLC 0.52% Add +15.6% 30,938 $7.0M
Cascade Investment Group, Inc. 5.12% Reduce -1.5% 29,988 $7.0M
Black Diamond Financial, LLC 1.18% Add +4.2% 29,956 $7.0M
Mitchell & Pahl Private Wealth, LLC 3.25% Add +2.7% 29,925 $7.0M
Ameliora Wealth Management Ltd. 2.91% Reduce -9.1% 29,924 $7.0M
Advance Capital Management, Inc. 0.31% Add +2.4% 29,905 $7.0M
Guinness Atkinson Asset Management Inc 3.39% Add +0.2% 29,883 $7.0M
Ramirez Asset Management, Inc. 1.34% No change 29,877 $7.0M
Hanson & Doremus Investment Management 1.10% Reduce -1.2% 29,781 $6.9M
Accel Wealth Management 2.58% Add +1.3% 29,743 $6.9M
Dark Forest Capital Management LP 0.89% New 29,724 $6.9M
Vectors Research Management, LLC 2.10% No change 30,655 $6.9M
Provident Trust Co. 0.12% Add +3.2% 29,700 $6.9M
First Bancorp, Inc 4.81% Reduce -1.8% 29,673 $6.9M
Penserra Capital Management LLC 0.15% Reduce -96.4% 29,605 $6.9M
Altura Wealth Advisors Inc. 4.52% Add +61.0% 29,600 $6.9M
Gould Asset Management LLC 1.48% Add +0.5% 29,598 $6.9M
Mayfair Advisory Group, LLC 4.35% Add +1.0% 30,390 $6.9M
Shira Ridge Wealth Management 3.51% Reduce -0.4% 29,579 $6.9M
Schneider Downs Wealth Management Advisors, LP 1.41% Reduce -25.1% 29,518 $6.9M
waypoint wealth counsel 4.66% Add +4.7% 29,507 $6.9M
Sentry LLC 1.32% Reduce -3.0% 29,487 $6.9M
Pin Oak Investment Advisors Inc. 6.24% Reduce -1.6% 29,422 $6.9M
W.H. Cornerstone Investments Inc. 4.63% Add +1.1% 29,406 $6.9M
Home Federal Bank of Tennessee 1.96% Reduce -3.8% 29,397 $6.8M
Aldebaran Financial Inc. 8.05% Reduce -1.1% 29,312 $6.8M
Syntax Research, Inc. 4.61% Reduce -3.3% 29,254 $6.8M
TFB Advisors LLC 2.03% Add +2.1% 29,252 $6.8M
1900 Wealth Management LLC 0.58% Add +0.0% 29,223 $6.8M
Astoria Portfolio Advisors LLC. 2.32% Reduce -0.0% 29,897 $6.8M
Unio Capital LLC 2.75% No change 29,169 $6.8M
Lakeridge Wealth Management LLC 3.73% Reduce -1.3% 29,136 $6.8M
Bowman & Co S.C. 3.58% Add +1.8% 29,098 $6.8M
Boit C F David 3.35% Reduce -0.3% 29,902 $6.8M
Crown Wealth Group, LLC 2.95% Add +0.2% 29,086 $6.8M
Hudson Capital Management LLC 2.24% Reduce -2.2% 29,084 $6.8M
Retirement Capital Strategies 2.65% Reduce -1.1% 29,082 $6.8M
Center for Financial Planning, Inc. 0.92% Reduce -6.2% 29,073 $6.8M
Adamsbrown Wealth Consultants LLC 2.35% Add +23.9% 29,011 $6.8M
Landmark Wealth Management, Inc. 3.37% Reduce -0.5% 29,005 $6.8M
Insight Inv LLC 5.67% Reduce -0.8% 29,000 $6.8M
Unison Asset Management LLC 3.21% Reduce -0.2% 28,957 $6.7M
Eaton Financial Holdings Company, LLC 2.74% — 28,938 $6.7M
Sage Capital Management, LLC 3.23% Add +1.1% 28,866 $6.7M
Bey-Douglas LLC 5.90% Add +7.2% 28,841 $6.7M
Greenup Street Wealth Management LLC 1.38% Add +10.3% 28,754 $6.7M
MGB Wealth Management, LLC 2.44% Reduce -8.0% 28,828 $6.7M
Plotkin Financial Advisors, LLC 4.01% Reduce -0.1% 28,731 $6.7M
Cardinal Point Capital Management ULC 1.11% Add +0.9% 28,702 $6.7M
Rockbridge Investment Management, LCC 0.87% Reduce -2.6% 28,692 $6.7M
Exchange Bank 5.46% Reduce -1.8% 28,641 $6.7M
Paragon Financial Partners, Inc. 4.89% Add +0.0% 28,633 $6.7M
SYM FINANCIAL Corp 0.89% Add +6.3% 28,626 $6.7M
Landaas & Co. /Wi 1.86% Reduce -5.5% 28,608 $6.7M
49 Wealth Management, LLC 1.08% Reduce -4.2% 28,580 $6.7M
Widmann Financial Services, Inc. 5.04% Reduce -1.3% 28,564 $6.7M
West Oak Capital, LLC 3.27% Add +7.1% 28,558 $6.7M
RE Dickinson Investment Advisors, LLC 3.75% Reduce -0.7% 28,553 $6.7M
Comprehensive Financial Consultants Institutional, Inc. 2.43% Reduce -2.5% 28,533 $6.6M
Cannon Advisors, Inc. 5.43% — 29,181 $6.6M
Alliance Wealth Management Group 1.77% Add +1.5% 28,477 $6.6M
Park Place Capital Corp 1.91% Add +15.5% 28,476 $6.6M
Tectonic Advisors LLC 0.44% Add +16.6% 28,470 $6.6M
Centennial Wealth Advisory LLC 2.58% Reduce -1.4% 28,374 $6.6M
First National Bank of Hutchinson 4.27% Reduce -0.0% 28,337 $6.6M
Charles Schwab Trust Co 0.57% Add +13.0% 28,333 $6.6M
Rf&l Wealth Management, LLC 4.66% Reduce -0.1% 28,289 $6.6M
Argent Advisors, Inc. 2.45% Add +0.2% 28,267 $6.6M
Orrstown Financial Services Inc. 1.94% Add +147.9% 28,235 $6.6M
Regency Capital Management Inc.\DE 3.61% Add +2.5% 28,216 $6.6M
Bigelow Investment Advisors, LLC 2.93% Reduce -0.8% 28,178 $6.6M
Pacific Wealth Strategies Group, Inc. 4.87% Add +1.7% 28,082 $6.5M
Grey Fox Wealth Advisors, LLC 1.82% Add +6.2% 28,082 $6.5M
Summit Wealth & Retirement Planning, Inc. 2.09% Add +21.8% 28,062 $6.5M
Crew Capital Management, Ltd 5.24% Reduce -12.7% 28,011 $6.5M
Edmonds Duncan Registered Investment Advisors, LLC 1.43% Add +0.6% 28,009 $6.5M
Mitsubishi UFJ Asset Management (UK) Ltd. 3.37% Reduce -30.0% 28,000 $6.5M
NorthStar Asset Management LLC 4.35% Add +7.3% 27,979 $6.5M
Bell Investment Advisors, Inc 1.19% Reduce -1.7% 27,941 $6.5M
Raleigh Capital Management Inc. 2.51% Add +7.9% 27,937 $6.5M
WMG Financial Advisors, LLC 2.94% Add +6.2% 27,919 $6.5M
Bank of Marin 5.25% No change 27,910 $6.5M
Cortland Associates Inc. 0.79% Reduce -1.3% 27,905 $6.5M
Sentinel Pension Advisors, LLC 1.25% Reduce -0.9% 27,903 $6.5M
Baxter Bros Inc. 0.84% Reduce -31.9% 27,876 $6.5M
Act Wealth Management, LLC 2.88% Reduce -4.0% 27,852 $6.5M
Libra Wealth LLC 2.59% Add +0.0% 27,810 $6.5M
Cranbrook Wealth Management, LLC 1.48% Add +27.9% 27,807 $6.5M
Graphene Investments SAS 4.15% Reduce -7.6% 27,800 $6.5M
Hansen & Associates Financial Group, Inc. 3.42% New 27,440 $6.5M
Westshore Wealth, LLC 2.65% Reduce -0.4% 27,723 $6.5M
SFI Advisors, LLC 4.60% Reduce -0.1% 27,670 $6.4M
Hoxton Planning & Management, LLC 2.50% Add +6.8% 27,661 $6.4M
Blankinship & Foster, LLC 1.57% Reduce -4.8% 27,646 $6.4M
Cavalier Investments, LLC 1.97% Add +30.1% 27,624 $6.4M
Total Clarity Wealth Management, Inc. 2.07% Reduce -1.0% 27,585 $6.4M
Edge Financial Advisors LLC 5.69% Reduce -1.6% 27,571 $6.4M
Sunpointe, LLC 5.28% Reduce -5.0% 27,557 $6.4M
M. Kraus & Co 1.88% Reduce -1.3% 27,522 $6.4M
Selective Wealth Management, Inc. 2.66% Add +29.0% 28,389 $6.4M
One Charles Private Wealth Services, LLC 2.43% Reduce -0.0% 27,478 $6.4M
MWA Asset Management 4.26% Reduce -1.8% 27,475 $6.4M
Auxier Asset Management LLC 0.95% Reduce -5.2% 27,445 $6.4M
Burt Wealth Advisors 1.57% Reduce -4.8% 27,436 $6.4M
Pure Portfolios Holdings LLC 2.41% — 27,431 $6.4M
Royal Capital Wealth Management, LLC 4.51% Add +5.8% 27,426 $6.4M
Marshall & Sullivan Inc. 3.06% Add +0.0% 27,360 $6.4M
RW Investment Management LLC 0.79% No change 27,331 $6.4M
Barrett & Company, Inc. 2.76% Reduce -12.0% 27,322 $6.4M
Royal Harbor Partners, LLC 2.47% Reduce -4.0% 27,280 $6.4M
Betterment LLC 0.02% Add +13.8% 27,260 $6.4M
Strategic Family Wealth Counselors, L.L.C. 2.22% Add +1.6% 27,257 $6.4M
First Affirmative Financial Network 3.48% Add +19.4% 27,252 $6.3M
Ullmann Wealth Partners Group, LLC 0.82% Add +2.4% 27,217 $6.3M
Aveo Capital Partners, LLC 0.67% Reduce -5.5% 27,125 $6.3M
Wormser Freres Gestion 3.85% Reduce -35.2% 27,175 $6.3M
Old North State Wealth Management, LLC 3.53% Add +99.2% 27,050 $6.3M
Quaker Wealth Management, LLC 2.31% — 27,061 $6.3M
Redwood Investments, LLC 1.88% Reduce -12.5% 27,046 $6.3M
EdgeRock Capital LLC 4.43% New 27,025 $6.3M
Magnolia Capital Management Ltd. 5.01% No change 27,016 $6.3M
Madison Park Capital Advisors, LLC 4.72% Add +107.4% 26,999 $6.3M
Cahaba Wealth Management, Inc. 0.52% Reduce -2.2% 26,995 $6.3M
Planning Capital Management Corp 4.17% Add +23.0% 26,978 $6.3M
Spreng Capital Management, Inc. 3.00% Reduce -36.8% 26,974 $6.3M
Amica Retiree Medical Trust 5.21% — 26,958 $6.3M
Prudent Man Advisors, LLC 2.10% Reduce -6.1% 26,456 $6.3M
Rovin Capital /Ut/ 2.32% Add +12.8% 26,933 $6.3M
Herbst Group, LLC 3.88% Reduce -2.1% 26,916 $6.3M
Compass Ion Advisors, LLC 0.77% Add +3.6% 26,903 $6.3M
Pinnacle Family Advisors, LLC 3.25% Reduce -0.7% 26,891 $6.3M
Gibbs Wealth Management 2.03% Add +78.3% 26,875 $6.3M
Alliance Wealth Advisors, LLC 1.64% Add +205.6% 26,849 $6.3M
Breed's Hill Capital LLC 5.12% Add +1.0% 26,811 $6.2M
Impact Asset Management GmbH 2.40% — 26,801 $6.2M
Lion Street Advisors, LLC 2.17% Reduce -5.2% 26,717 $6.2M
Salvus Wealth Management, LLC 3.82% Add +11.5% 26,693 $6.2M
Fullcircle Wealth LLC 2.79% Add +1.2% 26,597 $6.2M
Addison Advisors LLC 1.72% Reduce -7.4% 26,604 $6.2M
Trinity Financial Advisors LLC 2.77% Reduce -2.0% 28,837 $6.2M
Polymer Capital Management (HK) LTD 1.43% Reduce -80.3% 26,587 $6.2M
Values Added Financial LLC 3.90% Add +0.3% 26,561 $6.2M
Clarity Capital Partners LLC 3.65% Reduce -6.9% 26,555 $6.2M
Napa Wealth Management 2.92% Add +312.8% 26,515 $6.2M
Exchange Capital Management, Inc. 0.98% Reduce -4.7% 26,441 $6.2M
Collaborative Wealth Managment Inc. 2.79% Reduce -0.3% 26,439 $6.2M
Saranac Partners Ltd 9.28% Add +42.0% 26,375 $6.1M
Legacy Capital Wealth Partners, LLC 1.23% Add +1.8% 26,346 $6.1M
Lee Johnson Capital Management, LLC 3.16% Add +209.8% 26,335 $6.1M
Triton Wealth Management, PLLC 3.49% Add +2.0% 27,139 $6.1M
Prosperity Wealth Management, Inc. 2.45% Add +1.2% 26,304 $6.1M
Dunhill Financial, LLC 3.15% Add +14.7% 26,301 $6.1M
Swisher Financial Concepts, Inc. 3.85% New 27,220 $6.1M
Ardsley Advisory Partners LP 1.15% Add +11.5% 26,200 $6.1M
Hengehold Capital Management LLC 0.58% Add +3.0% 26,184 $6.1M
Affinity Wealth Management LLC 1.08% Reduce -1.0% 26,160 $6.1M
Quartz Partners, LLC 3.82% — 26,159 $6.1M
Austin Asset Management Co Inc 1.24% Add +0.8% 26,148 $6.1M
Maia Wealth LLC 1.51% Add +21.3% 26,424 $6.1M
Butensky & Cohen Financial Security, Inc. 1.80% Reduce -3.6% 26,081 $6.1M
WPWealth LLP 1.26% Add +4.8% 26,081 $6.1M
Bantamac Capital, LLC 2.93% Reduce -2.6% 26,062 $6.1M
Leslie Global Wealth, LLC 2.95% Add +25.3% 26,042 $6.1M
Lifeworks Advisors, LLC 1.19% Reduce -5.3% 26,014 $6.1M
JBF Capital, Inc. 0.90% No change 26,000 $6.1M
McRae Capital Management Inc. 1.18% Reduce -0.8% 25,989 $6.1M
Doliver Advisors, LP 1.66% Add +4.4% 25,930 $6.0M
MeadowBrook Investment Advisors LLC 5.55% Reduce -0.9% 25,925 $6.0M
Alaska Permanent Fund Corp 0.09% No change 25,886 $6.0M
E&G Advisors, LLC 1.67% Add +0.1% 25,884 $6.0M
Lynx Investment Advisory 4.34% Add +3.9% 25,860 $6.0M
Evergreen Private Wealth LLC 2.79% Reduce -0.3% 25,801 $6.0M
Aberdeen Wealth Management LLC 3.95% Reduce -22.3% 25,762 $6.0M
ShoreHaven Wealth Partners, LLC 2.89% Reduce -0.8% 25,730 $6.0M
Midwest Professional Planners, LTD. 1.83% Add +20.9% 25,672 $6.0M
Well Done, LLC 1.09% Reduce -12.0% 25,664 $6.0M
New World Advisors LLC 1.56% Add +10.9% 25,647 $6.0M
Wiser Advisor Group LLC 8.92% Add +0.6% 25,642 $6.0M
Tennessee Valley Asset Management Partners 0.99% Reduce -0.9% 25,533 $6.0M
Certus Wealth Management, LLC 4.15% Reduce -1.9% 25,606 $6.0M
Marest Capital, LLC 5.05% Reduce -0.0% 25,590 $6.0M
Tandem Capital Management Corp. 3.14% Reduce -1.4% 25,561 $6.0M
Addison Capital Co 2.40% Reduce -0.2% 25,527 $5.9M
Tevis Investment Management 4.40% Add +4.2% 25,520 $5.9M
Creative Capital Management Investments LLC 2.48% Reduce -0.1% 25,464 $5.9M
Tanaka Capital Management Inc. 13.72% Reduce -1.0% 25,464 $5.9M
Financial Advisors, LLC 1.13% Add +2.3% 25,446 $5.9M
American Capital Advisory, LLC 3.44% Add +3.7% 25,428 $5.9M
Castle Wealth Management LLC 2.37% Add +6.4% 25,428 $5.9M
PrairieView Partners, LLC 0.62% Reduce -1.8% 25,414 $5.9M
American State Bank (Iowa) 3.59% Reduce -1.8% 25,388 $5.9M
Blackston Financial Advisory Group, LLC 3.05% Add +10.1% 25,358 $5.9M
Fortem Financial Group, LLC 2.40% Add +3.7% 25,351 $5.9M
Elser Financial Planning, Inc 8.56% Add +1.2% 25,322 $5.9M
Eldridge Investment Advisors, Inc. 1.38% Add +0.4% 25,293 $5.9M
Seeds Investor LLC 2.20% Add +33.1% 25,283 $5.9M
Summit Wealth Group, LLC 1.70% Reduce -0.5% 25,277 $5.9M
Creekmur Asset Management LLC 1.38% Reduce -1.4% 25,241 $5.9M
Center For Asset Management LLC 3.51% Add +2.2% 25,206 $5.9M
Mendel Capital Management LLC 3.60% Reduce -1.8% 25,206 $5.9M
Intellectus Partners, LLC 1.50% Add +21.6% 25,166 $5.9M
Castleview Partners, LLC 3.37% Reduce -5.5% 25,116 $5.9M
Hyperion Partners, LLC 3.73% Reduce -0.1% 25,104 $5.8M
ICW Investment Advisors LLC 2.43% Reduce -0.8% 25,090 $5.8M
McElhenny Sheffield Capital Management, LLC 1.92% Reduce -0.2% 25,091 $5.8M
Wagner Wealth Management, LLC 1.58% Reduce -10.8% 25,082 $5.8M
Ewa, LLC 2.09% Add +18.8% 25,606 $5.8M
Archvest Wealth Advisors, Inc. 3.70% Reduce -4.4% 25,036 $5.8M
Rothschild Wealth LLC 1.74% Reduce -0.2% 25,029 $5.8M
Heritage Wealth Management, Inc. 5.26% Add +1.0% 25,021 $5.8M
Steel Grove Capital Advisors, LLC 0.82% Reduce -0.1% 25,576 $5.8M
Auto-Owners Insurance Co 0.14% No change 25,000 $5.8M
HERALD INVESTMENT MANAGEMENT Ltd 1.00% No change 25,000 $5.8M
Second Line Capital, LLC 1.59% Add +3.4% 24,995 $5.8M
New Republic Capital, LLC 3.34% Reduce -8.0% 24,942 $5.8M
Knott David M Jr 2.04% No change 2,494 $5.8M
Raelipskie Partnership 2.83% Add +8.8% 24,924 $5.8M
Windsor Capital Management, LLC 1.68% Add +11.1% 24,916 $5.8M
Curran Financial Partners, LLC 1.65% Reduce -0.2% 24,890 $5.8M
Firethorn Wealth Partners, LLC 2.94% Reduce -0.5% 24,887 $5.8M
Sunburst Financial Group, LLC 1.47% Reduce -1.3% 24,870 $5.8M
DDFG, Inc 1.65% Reduce -8.0% 24,843 $5.8M
Traveka Wealth, LLC 2.94% Add +2.7% 24,830 $5.8M
Trustco Bank Corp. N Y 5.81% Reduce -5.4% 24,828 $5.8M
Mountain Pacific Investment Advisers LLC 0.39% Reduce -1.1% 24,756 $5.8M
Kwmg, LLC 0.58% Add +0.8% 24,734 $5.8M
My Personal CFO, LLC 3.16% Reduce -11.7% 24,718 $5.8M
Global Strategic Investment Solutions, LLC 0.67% Reduce -1.1% 24,716 $5.8M
FinDec Wealth Services, Inc. 3.34% Reduce -0.5% 24,710 $5.8M
CWC Advisors, LLC. 5.69% — 24,707 $5.8M
Capital Planning LLC 1.61% Add +3.3% 24,651 $5.7M
Schrum Private Wealth Management LLC 2.96% Reduce -5.5% 24,616 $5.7M
Baker Tilly Wealth Management, LLC 2.54% Reduce -38.6% 24,599 $5.7M
Corundum Group, Inc. 2.61% Reduce -13.3% 24,593 $5.7M
Rockingstone Advisors LLC 2.81% Add +0.3% 24,577 $5.7M
Sykon Capital LLC 2.02% Reduce -0.2% 24,572 $5.7M
MBA Advisors LLC 2.75% Reduce -3.4% 24,571 $5.7M
Blake Schutter Theil Wealth Advisors, LLC 4.11% — 24,552 $5.7M
Somerset Group LLC 5.27% Reduce -11.2% 24,545 $5.7M
Connective Capital Management, LLC 5.30% No change 25,295 $5.7M
Red Wave Investments LLC 1.99% Add +0.3% 24,521 $5.7M
Argus Investors' Counsel, Inc. 3.73% Reduce -9.6% 24,518 $5.7M
Advisory Resource Group 1.22% Reduce -2.7% 24,463 $5.7M
Birmingham Capital Management Co. Inc. 2.07% Add +23.6% 24,462 $5.7M
IronBridge Private Wealth, LLC 2.12% Reduce -3.9% 24,395 $5.7M
Wilkins Investment Counsel Inc. 0.79% Reduce -0.7% 24,393 $5.7M
West Paces Advisors Inc. 1.39% Reduce -0.9% 24,374 $5.7M
Court Place Advisors, LLC 1.66% Reduce -3.7% 24,370 $5.7M
American Institute for Advanced Investment Management, LLP 4.06% Reduce -5.6% 24,358 $5.7M
Crescent Sterling, Ltd. 5.40% Reduce -1.5% 24,311 $5.7M
Parkside Advisors LLC 1.34% Reduce -1.6% 24,295 $5.7M
Shaker Investments LLC 2.36% Add +80.0% 24,265 $5.7M
Financial Connections Group, Inc. 2.78% Reduce -1.9% 24,265 $5.7M
Emprise Bank 3.26% Reduce -5.9% 24,258 $5.7M
Symmetry Investments LP 1.20% Reduce -75.9% 24,243 $5.6M
Verum Partners LLC 1.66% Add +1.0% 24,199 $5.6M
Cooper/Haims Advisors, LLC 3.09% Reduce -23.5% 24,143 $5.6M
Legacy PCG, LLC 4.00% Reduce -8.0% 24,109 $5.6M
44 Wealth Management LLC 1.98% — 24,329 $5.6M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 3.56% Reduce -1.6% 24,076 $5.6M
Richmond Brothers, Inc. 3.45% Reduce -13.5% 24,018 $5.6M
Peterson Wealth Management 3.58% Add +0.5% 24,013 $5.6M
Pathway Financial Advisers, LLC 2.54% Reduce -1.4% 23,994 $5.6M
Versant Capital Management, Inc 1.27% Add +7.9% 23,980 $5.6M
InTrack Investment Management Inc 3.96% Add +2.1% 23,961 $5.6M
Eight 31 Financial, LLC 4.33% Reduce -1.8% 23,939 $5.6M
Legacy Wealth Asset Management, LLC 1.50% Reduce -1.5% 23,932 $5.6M
Summitry LLC 0.27% Add +7.0% 23,915 $5.6M
David J Yvars Group 3.45% Add +0.4% 23,909 $5.6M
Dodge & Cox 0.00% Reduce -1.9% 23,868 $5.6M
Annandale Capital, LLC 1.11% Reduce -1.4% 23,811 $5.5M
Fiducient Advisors LLC 0.64% Add +2.9% 23,799 $5.5M
Cutler Investment Counsel LLC 0.70% Reduce -0.9% 23,796 $5.5M
Worth Asset Management, LLC 3.02% Add +24.0% 23,794 $5.5M
Alpine Bank Wealth Management 0.89% — 23,792 $5.5M
Hofer & Associates. Inc 3.82% Reduce -0.7% 23,763 $5.5M
Melfa Wealth Management, Inc. 3.65% Reduce -2.5% 23,719 $5.5M
Richardson Financial Services Inc. 3.51% Add +0.1% 26,219 $5.5M
Almanack Investment Partners, LLC. 0.87% Add +0.1% 23,697 $5.5M
Outlook Wealth Advisors, LLC 1.58% Reduce -3.0% 23,617 $5.5M
Great Diamond Partners, LLC 1.40% Reduce -13.8% 23,615 $5.5M
Spectrum Wealth Advisory Group, LLC 3.08% Reduce -9.3% 23,593 $5.5M
Ibex Wealth Advisors 1.50% Add +153.8% 273,862 $5.5M
LVZ, Inc. 0.70% Reduce -1.3% 23,583 $5.5M
American Planning Services, Inc. 4.34% Add +1.9% 23,538 $5.5M
Financial Advisory Partners, LLC 1.82% Reduce -1.5% 23,531 $5.5M
Elmwood Wealth Management, Inc. 2.26% Reduce -4.3% 23,485 $5.5M
Fonville Wealth Management LLC 1.89% Add +7.3% 23,475 $5.5M
IAM Advisory, LLC 1.38% Reduce -1.6% 23,440 $5.5M
Austin Wealth Management, LLC 1.20% Reduce -0.9% 24,147 $5.4M
Warwick Investment Management, Inc. 1.29% Add +18.4% 23,375 $5.4M
Vickerman Investment Advisors, Inc. 1.60% Reduce -2.8% 23,368 $5.4M
Dechtman Wealth Management, LLC 1.11% Add +4.4% 23,367 $5.4M
Luts & Greenleigh Group, Inc. 5.23% Add +2.8% 23,362 $5.4M
Legacy CG, LLC 1.78% Reduce -7.4% 23,331 $5.4M
Massachusetts Wealth Management 3.43% Add +4.0% 23,327 $5.4M
Angeles Investment Advisors, LLC 0.28% Add +6.0% 23,320 $5.4M
Rational Advisors, Inc. 0.54% Add +0.6% 23,313 $5.4M
TPG Advisors LLC 4.25% Reduce -11.4% 23,306 $5.4M
Seldon Capital LP 3.06% No change 23,268 $5.4M
Mayport, LLC 1.73% Add +9.0% 23,176 $5.4M
New Wave Wealth Advisors LLC 2.49% Reduce -0.8% 23,156 $5.4M
Heritage Oak Wealth Advisors LLC 2.49% Add +9.8% 23,156 $5.4M
WESCAP Management Group, Inc. 1.35% Reduce -17.1% 23,155 $5.4M
Accuvest Global Advisors 4.62% Add +16.2% 22,254 $5.4M
Horan Securities, Inc. 2.08% Reduce -0.6% 23,078 $5.4M
Financial Management Professionals, Inc. 0.67% Reduce -1.9% 23,068 $5.4M
Socorro Asset Management LP 2.11% Reduce -23.5% 22,988 $5.4M
Union Savings Bank 2.62% Reduce -0.4% 22,942 $5.3M
Invenio Wealth Partners LLC 2.31% Add +16.9% 22,911 $5.3M
BCS Wealth Management 2.26% Reduce -29.6% 22,853 $5.3M
PCA Investment Advisory Services Inc. 2.51% Reduce -2.5% 22,846 $5.3M
Mountain Capital Investment Advisors Inc. 1.17% Add +3.4% 23,739 $5.3M
Sprott Inc. 0.34% Reduce -31.7% 22,840 $5.3M
Roanoke Asset Management Corp./ NY 1.69% No change 22,758 $5.3M
Beaird Harris Wealth Management, LLC 0.46% Reduce -5.2% 22,747 $5.3M
Fuller & Thaler Asset Management, Inc. 0.02% No change 22,741 $5.3M
Okabena Investment Services Inc. 1.49% Reduce -23.9% 22,725 $5.3M
Cadinha & Co. LLC 0.91% Add +0.5% 22,725 $5.3M
First National Bank Sioux Falls 2.40% No change 22,671 $5.3M
Gould Capital, LLC 3.47% Reduce -2.0% 22,671 $5.3M
Blue Square Asset Management, LLC 2.84% Add +3.6% 22,658 $5.3M
Hartford Funds Management Co LLC 0.49% Add +17.5% 22,627 $5.3M
Dimension Capital Management LLC 1.00% Reduce -1.6% 22,621 $5.3M
MRA Advisory Group 2.88% Add +14.0% 22,619 $5.3M
Camarda Financial Advisors, LLC 1.97% Reduce -1.9% 22,615 $5.3M
Richard P Slaughter Associates Inc 1.22% Reduce -1.7% 22,593 $5.3M
Walker Asset Management, LLC 3.26% Add +0.0% 22,560 $5.3M
Mascoma Wealth Management LLC 1.31% Reduce -5.5% 22,544 $5.3M
Cassady Schiller Wealth Management, LLC 1.92% Add +0.3% 22,507 $5.2M
RS Crum Inc. 1.23% Reduce -2.0% 22,502 $5.2M
Carson Advisory Inc. 3.29% Reduce -6.7% 22,481 $5.2M
S.A. Mason LLC 2.78% Reduce -0.5% 22,478 $5.2M
Carr Financial Group Corp 1.56% Reduce -2.8% 22,465 $5.2M
Ogorek Anthony Joseph /NY/ 1.80% Reduce -0.0% 22,455 $5.2M
Legacies Wealth LLC 4.15% Reduce -0.7% 22,422 $5.2M
First Citizens Financial Corp 2.76% Add +0.2% 22,401 $5.2M
Goldstone Financial Group, LLC 0.91% Add +7.3% 22,377 $5.2M
Richard W. Paul & Associates, LLC 1.87% Reduce -2.7% 22,369 $5.2M
Leibman Financial Services, Inc. 3.69% Reduce -3.8% 22,364 $5.2M
Peavine Capital, LLC 1.27% No change 22,360 $5.2M
Valueworks LLC 1.66% Reduce -1.2% 22,313 $5.2M
Fairscale Capital, LLC 4.55% Reduce -0.3% 22,298 $5.2M
Aspire Private Capital, LLC 1.24% Add +5.1% 22,298 $5.2M
Aspire Capital Advisors LLC 1.55% Add +7.0% 22,295 $5.2M
Driehaus Capital Management LLC 0.04% Add +0.4% 22,290 $5.2M
White Knight Strategic Wealth Advisors, LLC 4.70% Reduce -0.7% 22,270 $5.2M
Bluesphere Advisors LLC 2.56% Reduce -2.8% 22,242 $5.2M
Robbins Farley 2.61% Reduce -12.6% 22,239 $5.2M
Palisades Hudson Asset Management, L.P. 2.17% Reduce -3.7% 22,109 $5.2M
Primoris Wealth Advisors, LLC 3.74% Reduce -0.5% 22,064 $5.1M
Florida Financial Advisors, LLC 2.65% Add +10.7% 22,028 $5.1M
Landscape Capital Management, L.L.C. 0.52% Add +52.4% 22,025 $5.1M
Burr Financial Services, LLC 3.63% Reduce -25.5% 22,013 $5.1M
Liberty One Investment Management, LLC 0.52% Add +3.3% 21,943 $5.1M
KFG Wealth Management, LLC 1.11% Reduce -9.6% 21,932 $5.1M
Wintrust Investments LLC 3.78% Reduce -90.0% 21,921 $5.1M
Successful Portfolios LLC 3.45% Reduce -2.9% 21,911 $5.1M
Heartwood Wealth Advisors LLC 0.56% Reduce -2.5% 21,867 $5.1M
Synergy Financial Group, LTD 4.83% Reduce -3.7% 21,839 $5.1M
Forbes Financial Planning, Inc. 3.67% No change 21,833 $5.1M
Retirement Guys Formula LLC 2.37% Reduce -5.2% 21,830 $5.1M
Jackson, Grant Investment Advisers, Inc. 1.89% Add +0.1% 21,741 $5.1M
Deseret Mutual Benefit Administrators 2.58% Reduce -3.9% 21,723 $5.1M
Seneca House Advisors 2.12% Reduce -0.6% 21,637 $5.0M
Fairfield, Bush & Co. 3.00% Add +0.9% 21,632 $5.0M
Islay Capital Management, LLC 3.40% No change 21,609 $5.0M
Outfitters Financial LLC 4.15% Reduce -5.3% 21,560 $5.0M
Pathway Financial Advisors LLC 1.29% Add +1.5% 21,556 $5.0M
Whelan Financial 2.07% Add +3.6% 21,545 $5.0M
Virginia Wealth Management Group, Inc. 3.14% Add +33.2% 21,516 $5.0M
Unique Wealth, LLC 1.15% Add +10.0% 21,504 $5.0M
Mosaic Financial Group, LLC 3.55% Reduce -9.6% 21,449 $5.0M
Heritage Investment Group, Inc. 0.95% Add +22.3% 21,443 $5.0M
Granger Management LLC 0.98% Reduce -13.8% 21,422 $5.0M
Safe Harbor Fiduciary, LLC 4.66% — 21,340 $5.0M
Measured Wealth Private Client Group, LLC 1.66% Reduce -8.6% 21,318 $5.0M
Brooks, Moore & Associates, Inc. 2.93% Reduce -3.2% 21,306 $5.0M
Cloverfields Capital Group, LP 1.60% New 21,305 $5.0M
Rogco, LP 1.94% Add +2.9% 21,288 $5.0M
Johnson & White Wealth Management, LLC 4.25% Add +0.7% 21,207 $4.9M
Finivi Inc. 4.00% Reduce -2.4% 21,183 $4.9M
LGL Partners, LLC 0.69% Reduce -6.1% 21,174 $4.9M
Red Mountain Financial, LLC 5.25% Reduce -2.0% 21,171 $4.9M
Phillips Financial Management, LLC 0.38% Add +0.4% 21,168 $4.9M
BlueChip Wealth Advisors LLC 2.58% Add +3.0% 21,154 $4.9M
Detalus Advisors, LLC 1.64% Reduce -0.3% 21,138 $4.9M
Family Asset Management, LLC 2.96% No change 21,111 $4.9M
First Financial Corp. 2.34% Reduce -1.7% 21,062 $4.9M
Arcataur Capital Management LLC 1.66% Reduce -0.8% 21,053 $4.9M
Benchmark Investment Advisors LLC 3.50% Reduce -1.3% 21,053 $4.9M
Philip James Wealth Mangement, LLC 0.62% Add +197.8% 21,018 $4.9M
Baker Boyer National Bank 1.64% Add +3.2% 21,015 $4.9M
Viking Fund Management LLC 0.80% Reduce -8.7% 21,000 $4.9M
McGowan Group Asset Management, Inc. 0.66% Reduce -0.1% 20,992 $4.9M
Accretive Wealth Partners, LLC 2.04% Reduce -65.7% 20,949 $4.9M
HRC Wealth Management, LLC 3.15% Add +0.0% 20,948 $4.9M
Ferguson Shapiro LLC 1.82% Add +6.1% 20,943 $4.9M
IMPACTfolio, LLC 2.52% Reduce -0.2% 20,940 $4.9M
Canton Hathaway, LLC 1.22% Reduce -0.5% 20,928 $4.9M
JDM Financial Group LLC 2.65% Add +1.8% 20,903 $4.9M
Stonehage Fleming Financial Services Holdings Ltd 0.13% Reduce -1.3% 20,889 $4.9M
OmniStar Financial Group, Inc. 3.64% Add +16.3% 20,841 $4.9M
Unionview, LLC 3.77% Reduce -0.4% 20,796 $4.8M
Roberts Financial Services LLC 0.91% Reduce -0.7% 20,756 $4.8M
Pine Ridge Advisers LLC 0.48% Reduce -17.7% 20,755 $4.8M
Beta Wealth Group, Inc. 2.18% Reduce -5.0% 20,754 $4.8M
Birchcreek Wealth Management, LLC 3.17% Reduce -4.7% 20,734 $4.8M
Kearns & Associates LLC 3.18% No change 20,728 $4.8M
Wealthspan Partners, LLC 2.38% Reduce -0.2% 20,719 $4.8M
First City Capital Management, Inc. 2.49% Add +1.8% 20,718 $4.8M
BlackDiamond Wealth Management, LLC 2.91% Add +25.5% 21,493 $4.8M
Private Management Group Inc. 0.17% Add +10.5% 20,683 $4.8M
Sicart Associates LLC 1.69% No change 20,664 $4.8M
Proactive Wealth Strategies LLC 2.67% — 20,662 $4.8M
FSA Wealth Management LLC 1.92% — 20,655 $4.8M
Pine Harbor Wealth Management, LLC 2.39% Reduce -16.7% 20,653 $4.8M
Alpha DNA Investment Management LLC 2.63% Add +0.8% 20,643 $4.8M
Dynamic Technology Lab Private Ltd 0.51% Reduce -38.3% 20,638 $4.8M
Private Harbour Investment Management & Counsel, LLC 5.06% Reduce -0.4% 20,632 $4.8M
Skyline Advisors, Inc. 1.98% Reduce -10.8% 20,619 $4.8M
Kintra Wealth, LLC 3.26% Reduce -14.3% 20,610 $4.8M
TD Capital Management LLC 0.48% Add +0.2% 20,602 $4.8M
TAP Consulting, LLC 0.94% Reduce -10.9% 20,590 $4.8M
AAF Wealth Management, LLC 2.42% Add +0.2% 20,578 $4.8M
Elevatus Welath Management 1.57% Add +0.3% 20,574 $4.8M
Mb, Levis & Associates, LLC 2.36% Reduce -1.2% 20,561 $4.8M
SAM Advisors, LLC 1.76% Reduce -2.9% 20,522 $4.8M
CJM Wealth Advisers, Ltd. 1.64% Add +10.7% 20,515 $4.8M
Rinkey Investments 1.55% Add +0.6% 20,507 $4.8M
Retirement Income Solutions, Inc. 1.09% Reduce -3.0% 20,503 $4.8M
Prostatis Group LLC 1.56% Add +17.1% 20,488 $4.8M
Berkshire Money Management, Inc. 0.55% Reduce -1.2% 20,487 $4.8M
Dividend Assets Capital, LLC 0.91% Reduce -2.5% 20,462 $4.8M
Paradigm Asset Management Co. LLC 1.25% No change 20,446 $4.8M
Peoples Bank 3.19% Reduce -0.1% 20,420 $4.8M
Sara-Bay Financial 1.72% Reduce -6.1% 20,419 $4.8M
Bridgewealth Advisory Group, LLC 1.73% Add +8.9% 20,380 $4.7M
Banco de Sabadell, S.A 3.56% Reduce -29.8% 20,363 $4.7M
Murphy, Middleton, Hinkle & Parker, Inc. 2.56% Reduce -2.6% 20,365 $4.7M
Independent Wealth Network Inc. 2.10% Reduce -2.4% 20,337 $4.7M
Southern Capital Advisors, LLC 2.67% Add +0.1% 20,332 $4.7M
Blue Bell Private Wealth Management, LLC 0.90% Add +3.5% 20,323 $4.7M
Lawson Kroeker Investment Management Inc. 0.86% Reduce -0.9% 20,322 $4.7M
Atlanta Consulting Group Advisors, LLC 1.18% Add +4.0% 20,320 $4.7M
Meadow Creek Wealth Advisors LLC 3.75% Add +6.3% 20,289 $4.7M
Alterna Wealth Management, Inc. 4.24% Reduce -6.4% 20,280 $4.7M
Tobias Financial Advisors, Inc. 0.94% Reduce -4.1% 20,227 $4.7M
Intelligent Financial Strategies 2.59% Add +0.0% 20,191 $4.7M
Arq Wealth Advisors, LLC 1.78% Add +0.6% 20,528 $4.7M
Emerald Advisors, LLC 0.68% Reduce -2.3% 20,003 $4.7M
Precedent Wealth Partners, LLC 1.55% Add +9.3% 20,174 $4.7M
Kraematon Investment Advisors, Inc. 4.61% Reduce -6.3% 20,170 $4.7M
Cantor Fitzgerald, L. P. 0.43% New 20,169 $4.7M
Kendall Capital Management 1.45% Reduce -0.3% 20,159 $4.7M
Planned Solutions, Inc. 1.91% Add +20.8% 20,142 $4.7M
Grant/GrossMendelsohn, LLC 2.02% Add +0.0% 20,135 $4.7M
Catalyst Capital Advisors LLC 0.11% Reduce -4.5% 20,130 $4.7M
Willner & Heller, LLC 4.17% Reduce -0.2% 20,104 $4.7M
Oxford Wealth Group, LLC 3.81% Reduce -15.2% 20,103 $4.7M
ICONIQ Capital, LLC 0.10% Add +48.2% 20,090 $4.7M
Mainsail Asset Management, LLC 3.46% Add +0.0% 20,051 $4.7M
Summit Wealth Partners, LLC 0.90% Add +0.7% 20,033 $4.7M
Soviero Asset Management, LP 4.69% Reduce -39.4% 20,000 $4.7M
Platinum Investment Management Ltd. 0.21% Reduce -41.4% 20,000 $4.7M
Signify Wealth 5.70% Reduce -14.3% 19,975 $4.7M
Winthrop Capital Management, LLC 2.22% Reduce -5.2% 19,975 $4.7M
Paragon Capital Management Ltd 0.91% Reduce -2.5% 19,841 $4.6M
Gallagher Fiduciary Advisors, LLC 0.94% Reduce -3.6% 19,841 $4.6M
TNF LLC 1.67% Add +0.1% 20,041 $4.6M
Foresight Capital Management Advisors, Inc. 2.75% Add +4.3% 19,828 $4.6M
Ruedi Wealth Management, Inc. 1.59% Reduce -2.1% 19,827 $4.6M
AA Financial Advisors, LLC 1.34% Reduce -10.4% 19,798 $4.6M
Fogel Capital Management, Inc. 2.37% Reduce -0.6% 19,750 $4.6M
Kerusso Capital Management LLC 2.92% Add +6.5% 19,748 $4.6M
Great Point Wealth Advisors, LLC 0.98% Add +4.0% 19,721 $4.6M
McGlone Suttner Wealth Management, Inc. 0.95% Reduce -9.3% 19,700 $4.6M
Wolff Wiese Magana LLC 3.13% Reduce -1.4% 19,646 $4.6M
Davis Investment Partners, LLC 1.91% Reduce -11.7% 20,143 $4.6M
Cascade Investment Advisors, Inc. 2.91% Reduce -1.3% 19,603 $4.6M
Crumly & Associates Inc. 1.26% Add +4.4% 19,594 $4.6M
Wolff Financial Management LLC 1.24% Add +1.2% 19,586 $4.6M
Brown Financial Advisors 1.88% Reduce -6.5% 19,548 $4.6M
Northern Financial Advisors Inc 3.45% Reduce -0.9% 19,527 $4.5M
Nicholas Investment Partners, LP 0.46% Add +30.8% 19,507 $4.5M
Aperture Investors, LLC 0.58% New 19,505 $4.5M
Cumberland Advisors Inc. 1.80% Add +7.2% 19,487 $4.5M
Kuhn & Co Investment Counsel 3.87% Reduce -0.3% 19,444 $4.5M
Tradewinds Capital Management, LLC 1.21% Add +2.7% 19,419 $4.5M
Paladin Advisory Group, LLC 3.33% Reduce -0.6% 19,384 $4.5M
Hurlow Wealth Management Group, Inc. 1.41% Reduce -1.2% 19,383 $4.5M
NCP Inc. 2.57% Add +1.7% 19,381 $4.5M
Up Strategic Wealth Investment Advisors LLC 5.05% Add +41.2% 19,374 $4.5M
Element Pointe Advisors, LLC 1.10% Add +0.9% 19,353 $4.5M
Glass Jacobson Investment Advisors llc 1.49% Reduce -0.8% 19,348 $4.5M
Dohj, LLC 1.05% Reduce -0.3% 19,867 $4.5M
Aspire Wealth Management Corp 2.42% Reduce -0.8% 19,317 $4.5M
Dupree Financial Group, LLC 1.92% Reduce -2.3% 19,308 $4.5M
FMB Wealth Management 2.54% Add +2.7% 19,291 $4.5M
Westfuller Advisors, LLC 3.23% — 19,291 $4.5M
Cornerstone Planning Group LLC 1.19% Add +0.6% 19,227 $4.5M
Source Financial Advisors LLC 1.32% Add +1.1% 19,237 $4.5M
Acorns Advisers, LLC 0.04% Add +17.1% 19,237 $4.5M
United Community Bank 1.75% Reduce -12.8% 19,234 $4.5M
Select Asset Management & Trust 1.65% Add +9.2% 19,226 $4.5M
Towerpoint Wealth, LLC 2.12% Reduce -3.5% 19,225 $4.5M
Ledgewood Wealth Advisors, LLC 3.00% Add +20.8% 19,144 $4.5M
FFT Wealth Management LLC 0.34% Add +79.3% 19,117 $4.5M
Glynn Capital Management LLC 1.02% Reduce -40.3% 19,112 $4.5M
WJ Wealth Management, LLC 1.57% Add +18.8% 19,106 $4.5M
Cahill Wealth Management, LLC 2.30% Reduce -0.1% 19,099 $4.5M
Fca Corp. 1.36% Add +0.3% 19,094 $4.4M
Stone Summit Wealth LLC 1.43% Reduce -1.2% 19,045 $4.4M
Cook Wealth, LLC 2.23% Add +4.2% 19,273 $4.4M
Lakewood Asset Management LLC 3.03% Reduce -15.6% 19,012 $4.4M
Napatree Capital LLC 3.09% Add +6.3% 18,989 $4.4M
Acorn Wealth Advisors, LLC 1.90% Add +3.4% 18,978 $4.4M
Praetorian Wealth Management, Inc. 1.10% Add +3.2% 18,947 $4.4M
Kaye Capital Management 1.77% Reduce -0.3% 18,913 $4.4M
Quantbot Technologies LP 0.17% Reduce -13.5% 18,882 $4.4M
Mosaic Advisors LLC 3.37% Add +0.2% 18,867 $4.4M
BCGM Wealth Management, LLC 1.42% Reduce -3.9% 18,841 $4.4M
AAFMAA Wealth Management & Trust LLC 1.93% Add +3.3% 18,816 $4.4M
Triad Wealth Partners, LLC 2.33% Add +57.4% 18,796 $4.4M
CAP Partners, LLC 3.26% Reduce -0.6% 18,740 $4.4M
New Insight Wealth Advisors 2.30% Reduce -5.3% 18,730 $4.4M
Campion Asset Management 3.20% Add +6.8% 18,704 $4.4M
Taylor Financial Group, Inc. 3.01% No change 18,703 $4.4M
Alliance Wealth Advisors, LLC 2.51% Add +0.2% 18,689 $4.4M
Tidemark, LLC 1.78% Add +4.4% 18,663 $4.3M
FWG Holdings, LLC 2.16% Reduce -6.0% 18,625 $4.3M
Weaver Capital Management LLC 1.31% Add +5.9% 18,655 $4.3M
Strata Wealth Advisors, LLC 1.40% Add +3.7% 18,655 $4.3M
Houlihan Financial Resource Group, Ltd. 1.79% Reduce -0.6% 18,624 $4.3M
St. Louis Trust Co 0.61% Reduce -4.8% 18,620 $4.3M
Vienna Asset Management LLC 3.20% Reduce -18.5% 18,588 $4.3M
Proffitt & Goodson Inc. 0.71% Add +1.4% 18,573 $4.3M
Oak Family Advisors, LLC 1.56% Reduce -1.6% 18,558 $4.3M
Francis Financial, Inc. 1.14% Add +7.5% 18,552 $4.3M
CPA Asset Management Group, LLC 2.09% No change 18,541 $4.3M
STAR Financial Bank 2.91% Reduce -15.4% 18,524 $4.3M
Financial Synergies Wealth Advisors, Inc. 0.54% Add +238.9% 18,519 $4.3M
Twelve Points Wealth Management LLC 1.36% Reduce -2.7% 18,513 $4.3M
Oliver Lagore Vanvalin Investment Group 1.15% Reduce -12.7% 18,485 $4.3M
Schulhoff & Co. Inc. 1.80% Reduce -2.6% 18,468 $4.3M
Gilman Hill Asset Management, LLC 0.72% Reduce -1.5% 18,458 $4.3M
Paradigm, Strategies in Wealth Management, LLC 2.79% Add +0.3% 18,433 $4.3M
KilterHowling LLC 2.70% Add +14.5% 18,425 $4.3M
Warren Street Wealth Advisors, LLC 1.78% Add +7.7% 18,403 $4.3M
VestGen Investment Management 1.20% Add +17.0% 18,398 $4.3M
Spectrum Strategic Capital Management, LLC 2.91% Reduce -0.7% 18,387 $4.3M
Viawealth, LLC 2.48% Add +3.7% 18,289 $4.3M
Cedrus LLC 1.58% Add +4.3% 18,256 $4.3M
New Covenant Trust Company, N.A. 4.12% Add +12.8% 18,667 $4.3M
Cynosure Group, LLC 0.62% Reduce -33.4% 18,247 $4.3M
Redwood Wealth Management Group, LLC 2.10% Reduce -2.9% 18,200 $4.2M
Arvest Investments, Inc. 0.64% Reduce -0.8% 18,185 $4.2M
Encompass More Asset Management 1.61% Add +347.2% 18,178 $4.2M
GEM Asset Management, LLC 2.42% Reduce -0.8% 19,087 $4.2M
Waypoint Wealth Partners Inc. 1.12% Add +0.5% 18,149 $4.2M
Private Capital Management, LLC 0.46% Reduce -4.4% 18,133 $4.2M
Lane & Associates LLC 2.29% Reduce -5.7% 18,047 $4.2M
Vantage Financial Partners, LLC 1.04% Reduce -0.6% 18,038 $4.2M
Mendel Money Management 1.82% Reduce -1.0% 18,031 $4.2M
Acorn Creek Capital LLC 2.23% Add +4.7% 18,024 $4.2M
Washburn Capital Management, Inc. 3.01% Reduce -2.9% 18,015 $4.2M
Koss-Olinger Consulting, LLC 0.36% Add +1.5% 18,011 $4.2M
Reik & Co., LLC 1.00% No change 17,999 $4.2M
Wealth Advisors of Iowa, LLC 2.13% Add +0.6% 17,994 $4.2M
Granite Group Advisors, LLC 2.69% Reduce -0.9% 17,979 $4.2M
Donoghue Forlines LLC 1.19% Add +7.7% 17,973 $4.2M
Tributary Capital Management, LLC 0.33% Reduce -0.6% 17,967 $4.2M
EPIQ Capital Group, LLC 1.20% Add +1.2% 17,960 $4.2M
Autumn Glory Partners, LLC 1.61% Add +29.6% 17,933 $4.2M
Jump Financial, LLC 0.09% Reduce -96.3% 17,943 $4.2M
M.D. Sass, LLC 0.32% Add +36.6% 17,900 $4.2M
Prairie Wealth Advisors, Inc. 2.06% Reduce -1.8% 17,880 $4.2M
Pinnbrook Capital Management LP 1.26% Reduce -78.9% 17,879 $4.2M
Truepoint, Inc. 0.11% Add +16.0% 17,853 $4.2M
Better Money Decisions, LLC 2.95% Add +1.1% 17,836 $4.2M
Trust Co 0.50% Reduce -4.4% 17,789 $4.1M
Hutner Capital Management Inc. 2.06% Reduce -0.2% 17,773 $4.1M
Arlington Partners LLC 1.61% Add +15.7% 17,663 $4.1M
Geometric Wealth Advisors 0.76% Reduce -2.5% 17,632 $4.1M
Berkeley Capital Partners, LLC 1.17% Add +8.6% 17,617 $4.1M
Private Wealth Management Group, LLC 1.62% Reduce -2.0% 17,576 $4.1M
Sterling Wealth Management, Inc. 1.53% Add +51.3% 17,570 $4.1M
Narus Financial Partners, LLC 1.46% Reduce -2.7% 17,536 $4.1M
Waller Financial Planning Group, Inc. 1.01% Add +15.5% 17,534 $4.1M
John G Ullman & Associates Inc. 0.58% Reduce -4.4% 17,457 $4.1M
Creegan & Nassoura Financial Group, LLC 2.56% Reduce -0.1% 17,445 $4.1M
Joseph Group Capital Management 1.55% Add +18.6% 17,435 $4.1M
Aerodigm Wealth, LLC 2.57% Reduce -9.4% 17,424 $4.1M
Regimen Wealth, LLC 1.31% Add +0.4% 17,411 $4.1M
Obsidian Personal Planning Solutions LLC 2.12% Reduce -0.5% 17,941 $4.1M
Elios Financial Group Inc. 1.87% — 17,377 $4.0M
OMNI 360 Wealth, Inc. 2.77% Add +12.3% 17,335 $4.0M
Shilanski & Associates, Inc. 1.31% Reduce -10.1% 17,331 $4.0M
IMZ Advisory Inc 1.87% Reduce -0.7% 17,800 $4.0M
CBIZ Investment Advisory Services, LLC 0.21% Reduce -15.2% 17,323 $4.0M
Integrated Capital Management, LLC 2.14% — 17,318 $4.0M
Guild Investment Management, Inc. 4.43% Add +5.8% 17,298 $4.0M
SilverOak Wealth Management LLC 0.90% Add +0.3% 17,293 $4.0M
Loudon Investment Management, LLC 2.20% Reduce -0.4% 17,266 $4.0M
Todd Asset Management LLC 0.09% No change 17,266 $4.0M
Firestone Capital Management 1.01% Add +16.7% 17,254 $4.0M
M3 Advisory Group, LLC 2.95% Add +7.1% 17,236 $4.0M
Latitude Advisors, LLC 2.27% Add +0.3% 17,236 $4.0M
Aspen Investment Management Inc 1.87% Reduce -0.4% 17,230 $4.0M
Camden National Bank 0.57% Add +1.0% 17,189 $4.0M
Wealthstream Advisors, Inc. 0.73% Add +2.4% 17,171 $4.0M
Kelly Financial Services LLC 1.47% Add +2.3% 17,147 $4.0M
Consilio Wealth Advisors, LLC 1.65% Add +24.1% 17,146 $4.0M
HMS Capital Management, LLC 1.95% Add +0.1% 17,107 $4.0M
Guerra Pan Advisors, LLC 3.18% No change 17,086 $4.0M
Permanens Capital L.P. 0.81% Reduce -44.9% 17,079 $4.0M
Wick Capital Partners, LLC 1.29% Add +87.2% 17,078 $4.0M
Fielder Capital Group LLC 1.31% Add +1.4% 17,061 $4.0M
Investors Asset Management of Georgia Inc. /Ga/ 1.88% Add +1.4% 17,055 $4.0M
Community Bank of Raymore 3.00% Add +1.1% 17,028 $4.0M
Caerus Investment Advisors, LLC 3.76% Reduce -0.0% 17,004 $4.0M
Crestline Management, L.P. 0.23% Reduce -85.1% 17,000 $4.0M
B&D White Capital Company, LLC 0.68% Add +10.9% 16,993 $4.0M
Athena Investment Management 2.26% Reduce -0.9% 16,989 $4.0M
Dixon Fnancial Services, Inc. 2.10% Add +1.2% 16,967 $4.0M
Nottingham Advisors, Inc. 0.44% Reduce -23.1% 16,966 $4.0M
Murphy Pohlad Asset Management LLC 1.64% Reduce -3.9% 16,949 $3.9M
Cape Investment Advisory, Inc. 1.60% Reduce -0.1% 16,927 $3.9M
G&S Capital LLC 1.65% Add +0.6% 16,922 $3.9M
WESPAC Advisors, LLC 2.92% Add +0.1% 16,907 $3.9M
Jackson Thornton Wealth Management, LLC 0.52% Add +0.9% 16,895 $3.9M
Sterling Investment Management, LLC 2.99% Reduce -4.8% 16,888 $3.9M
Investors Research Corp 0.86% Add +3.1% 16,884 $3.9M
Epiq Partners, LLC 2.25% Add +1.5% 16,882 $3.9M
Family Capital Management, Inc. 2.53% Reduce -0.0% 16,862 $3.9M
PICTET BANK & TRUST Ltd 3.98% Reduce -21.8% 16,850 $3.9M
Single Point Partners, LLC 6.24% Reduce -1.4% 16,791 $3.9M
Del-Sette Capital Management, LLC 3.05% Reduce -6.0% 16,785 $3.9M
Scharf Investments, LLC 0.11% Add +6.0% 16,769 $3.9M
Bright Financial Advisors, Inc. 2.48% Add +1.0% 16,767 $3.9M
AXS Investments LLC 1.04% Reduce -26.3% 16,731 $3.9M
Opus Capital Group, LLC 0.49% Reduce -0.1% 16,723 $3.9M
Capital Management Associates 4.33% No change 16,715 $3.9M
WorthPointe, LLC 1.64% Add +2.4% 16,701 $3.9M
Human Investing LLC 0.70% Add +0.9% 16,680 $3.9M
Private Client Services, LLC 2.09% Reduce -24.6% 16,645 $3.9M
Farmers & Merchants Trust Co of Chambersburg PA 1.49% Reduce -8.7% 16,634 $3.9M
Beirne Wealth Consulting Services, LLC 1.36% Reduce -13.5% 16,619 $3.9M
AllSquare Wealth Management LLC 2.20% Add +1.1% 16,601 $3.9M
Thrive Capital Management, LLC 1.82% Reduce -2.0% 16,576 $3.9M
Integrity Wealth Solutions LLC 2.25% Reduce -0.3% 16,557 $3.9M
Avaii Wealth Management, LLC 1.95% Reduce -5.9% 16,555 $3.9M
Malaga Cove Capital, LLC 1.55% Add +0.6% 16,523 $3.8M
apricus wealth, LLC 2.53% Reduce -0.3% 16,501 $3.8M
4J Wealth Management LLC 2.98% Reduce -0.0% 16,496 $3.8M
Wade Financial Advisory, Inc 1.29% Reduce -2.3% 16,492 $3.8M
Hobbs Group Advisors, LLC 1.38% Add +1.5% 16,473 $3.8M
Verus Financial Partners, Inc. 0.42% Add +0.1% 16,947 $3.8M
Watershed Private Wealth LLC 1.53% Reduce -0.9% 16,434 $3.8M
John W. Brooker & Co., CPAs 1.76% Add +2.5% 16,430 $3.8M
Foundation Wealth Management, LLC 2.90% Reduce -8.0% 16,378 $3.8M
Main Street Group, LTD 1.70% Reduce -1.9% 16,345 $3.8M
Centennial Bank 1.74% Reduce -5.2% 16,331 $3.8M
V2 Financial group LLC 2.45% No change 16,289 $3.8M
Cookson Peirce & Co. Inc. 0.18% Add +15.0% 16,276 $3.8M
Centered Wealth LLC dba Miller Equity Capital Advisors 1.48% Reduce -7.1% 16,250 $3.8M
Affinity Investment Advisors, LLC 2.59% Reduce -3.7% 16,203 $3.8M
Matrix Private Capital Group LLC 2.16% Reduce -1.2% 16,113 $3.8M
Covenant Partners, LLC 1.08% Reduce -1.4% 15,995 $3.7M
Aspen Wealth Strategies, LLC 2.40% Reduce -1.4% 15,976 $3.7M
Halbert Hargrove Global Advisors, LLC 0.21% Reduce -2.8% 15,968 $3.7M
Cambridge Financial Group, LLC 1.55% Add +7.8% 15,958 $3.7M
Balefire, LLC 1.25% Reduce -10.1% 15,938 $3.7M
Pointe Capital Management LLC 2.16% Add +1.3% 15,923 $3.7M
Whitaker-Myers Wealth Managers, LTD. 1.23% Add +3.4% 15,900 $3.7M
Scarborough Advisors, LLC 0.60% Reduce -0.5% 15,889 $3.7M
Cox Capital Mgt LLC 2.21% Add +0.2% 15,865 $3.7M
Stableford Capital II LLC 1.48% Reduce -4.3% 16,238 $3.7M
Abel Hall, LLC 2.42% Add +2.2% 15,848 $3.7M
Coyle Financial Counsel LLC 1.29% Add +4.7% 17,518 $3.7M
Triumph Capital Management 1.31% Add +1.3% 15,809 $3.7M
Whalen Wealth Management Inc. 2.60% Reduce -28.7% 15,791 $3.7M
Nabity-Jensen Investment Management Inc 2.82% Add +4.0% 15,790 $3.7M
First Bank & Trust 0.70% Reduce -1.5% 15,745 $3.7M
Keb Asset Management, LLC 1.10% Add +14.4% 15,734 $3.7M
Ssi Investment Management LLC 1.40% Reduce -0.1% 15,725 $3.7M
Brasada Capital Management, LP 0.64% Reduce -15.1% 16,138 $3.7M
FOCUS Wealth Advisors, LLC 1.82% Reduce -1.7% 15,676 $3.7M
Lorne Steinberg Wealth Management Inc. 1.06% Reduce -0.3% 15,676 $3.7M
Harvest Investment Services, LLC 1.17% Add +26.2% 15,663 $3.6M
Running Point Capital Advisors, LLC 1.41% Add +11.2% 15,646 $3.6M
Rainey & Randall Wealth Advisors Inc. 0.78% Reduce -1.0% 15,616 $3.6M
Bollard Group LLC 0.10% Add +0.1% 15,541 $3.6M
RAM Investment Partners, LLC 0.94% Add +2.0% 15,503 $3.6M
Robinson Smith Wealth Advisors LLC 3.06% Reduce -22.9% 15,471 $3.6M
Eads & Heald Wealth Management 1.70% Reduce -6.5% 15,415 $3.6M
Pinpoint Asset Management Ltd 0.77% Reduce -30.4% 15,415 $3.6M
Avion Wealth 0.94% Add +9.2% 15,405 $3.6M
Collective Family Office LLC 0.97% Reduce -6.1% 15,392 $3.6M
KFA Private Wealth Group, LLC 1.71% Add +3.5% 15,381 $3.6M
Pinnacle Holdings, LLC 1.59% Reduce -2.1% 15,280 $3.6M
Brogan Financial, Inc. 2.03% Reduce -3.9% 15,342 $3.6M
Grant Street Asset Management, Inc. 1.05% Reduce -0.3% 15,333 $3.6M
Valtinson Bruner Financial Planning LLC 1.25% Reduce -46.8% 15,332 $3.6M
Ascentis Wealth Management, LLC 1.34% — 15,303 $3.6M
Eagle Harbor Asset Management Inc. 3.53% Reduce -2.0% 15,302 $3.6M
Enzi Wealth 1.39% Add +104.9% 15,380 $3.6M
Ade, LLC 2.18% Reduce -1.7% 15,255 $3.6M
R. W. Roge & Company, Inc. 1.90% Reduce -19.0% 15,253 $3.6M
Lionsbridge Wealth Management LLC 2.81% Reduce -1.5% 15,239 $3.6M
Northwest Quadrant Wealth Management, LLC 0.82% Reduce -0.6% 15,237 $3.6M
Flaharty Asset Management, LLC 0.50% Reduce -0.9% 15,234 $3.5M
McCarthy Asset Management, Inc. 2.21% Reduce -51.0% 15,228 $3.5M
25 LLC 1.54% Add +2.0% 15,228 $3.5M
Droms Strauss Advisors Inc. /Mo/ 1.26% Reduce -11.6% 15,224 $3.5M
CKW Financial Group 0.43% Add +0.0% 15,678 $3.5M
Rakuten Securities, Inc. 1.54% Reduce -7.9% 15,199 $3.5M
LYNX Capital Group Ltd. 2.29% Reduce -2.5% 15,195 $3.5M
Lansing Street Advisors 1.30% Add +13.5% 15,193 $3.5M
Etfidea, LLC 1.12% Reduce -0.5% 15,190 $3.5M
Valued Retirements, Inc. 4.88% Add +1.6% 15,184 $3.5M
Elgethun Capital Management 0.83% Reduce -5.5% 15,160 $3.5M
Werlinich Asset Management, LLC 2.05% No change 15,145 $3.5M
Mosley Wealth Management 2.41% Add +8.2% 14,914 $3.5M
Elwood & Goetz Wealth Advisory Group, LLC 0.87% Add +62.2% 15,136 $3.5M
JRM Investment Counsel, LLC 1.29% Reduce -9.6% 15,133 $3.5M
Cardinal Strategic Wealth Guidance 1.15% Add +2.7% 15,132 $3.5M
RCS Financial Planning, LLC 1.95% Reduce -1.1% 15,108 $3.5M
5th Street Advisors, LLC 1.71% Add +32.9% 15,100 $3.5M
Riverpark Capital Management LLC 6.39% Reduce -10.3% 15,091 $3.5M
Heritage Family Offices, LLP 1.81% Reduce -4.6% 15,084 $3.5M
Bond & Devick Financial Network, Inc. 1.50% Reduce -12.2% 15,080 $3.5M
Sterling Financial Planning, Inc. 1.29% Reduce -1.6% 15,067 $3.5M
Uptick Partners, LLC 1.48% Add +6.4% 15,052 $3.5M
West Bancorporation Inc. 2.34% Add +0.8% 15,051 $3.5M
Aletheian Wealth Advisors LLC 2.05% Reduce -2.6% 15,036 $3.5M
Pinion Investment Advisors, LLC 1.47% Add +10.1% 15,019 $3.5M
Lumbard & Kellner, LLC 1.54% Reduce -1.5% 15,010 $3.5M
Myecfo, LLC 1.89% Reduce -2.3% 15,007 $3.5M
Clear Investment Research, LLC 4.55% Add +0.7% 15,002 $3.5M
Lombard Odier Asset Management (USA) Corp 1.51% Reduce -11.8% 15,000 $3.5M
Inspire Advisors, LLC 0.42% Add +8.0% 14,979 $3.5M
Arkos Global Advisors 0.51% Reduce -1.4% 14,979 $3.5M
Buttonwood Financial Advisors Inc. 1.52% Reduce -0.5% 14,961 $3.5M
KWB Wealth 0.45% Reduce -7.4% 16,506 $3.5M
Arcus Capital Partners, LLC 1.26% Reduce -7.0% 14,909 $3.5M
Powell Investment Advisors, LLC 1.62% Reduce -3.2% 14,890 $3.5M
Operose Advisors LLC 1.12% Add +12.5% 14,883 $3.5M
Objectivity Squared, LLC 2.40% Reduce -0.3% 15,594 $3.5M
Heritage Wealth Partners, LLC 4.06% Reduce -3.1% 14,831 $3.5M
Sharper & Granite LLC 1.54% Reduce -2.8% 14,830 $3.5M
Marathon Trading Investment Management LLC 1.64% Reduce -93.0% 14,809 $3.5M
MBM Wealth Consultants, LLC 1.09% Add +7.7% 14,808 $3.5M
Channing Global Advisors, LLC 2.91% Reduce -0.4% 14,797 $3.4M
Davis Capital Management 2.72% Add +0.2% 14,775 $3.4M
Colony Family Offices, LLC 1.07% Reduce -12.2% 14,773 $3.4M
Kennicott Capital Management LLC 1.32% No change 14,767 $3.4M
Commonwealth Financial Services, LLC 0.68% Reduce -0.7% 15,206 $3.4M
Boomfish Wealth Group, LLC 2.11% Reduce -2.7% 14,750 $3.4M
MRP Capital Investments, LLC 3.27% Reduce -6.2% 14,738 $3.4M
Safeguard Financial, LLC 0.81% Add +17.8% 14,734 $3.4M
Concorde Asset Management, LLC 1.94% Add +12.4% 14,723 $3.4M
Tucker Asset Management LLC 0.79% Reduce -12.6% 14,633 $3.4M
One River Asset Management, LLC 3.84% Add +47.3% 14,960 $3.4M
Gallacher Capital Management LLC 1.56% Add +5.2% 14,611 $3.4M
Wetzel Investment Advisors, Inc. 1.72% Add +5.0% 14,595 $3.4M
SMART Wealth LLC 1.33% Add +3.6% 14,580 $3.4M
Avondale Wealth Management 2.21% Add +3.2% 14,578 $3.4M
MN Wealth Advisors, LLC 1.93% No change 14,545 $3.4M
First Pacific Financial 0.79% Reduce -0.6% 14,544 $3.4M
EDENTREE ASSET MANAGEMENT Ltd 0.98% No change 14,538 $3.4M
Capital Square, LLC 2.06% Reduce -1.4% 14,532 $3.4M
Capital Advisory Group Advisory Services, LLC 1.35% Reduce -0.1% 14,524 $3.4M
CGC Financial Services, LLC 1.36% Add +3.2% 14,510 $3.4M
Townsend & Associates, Inc 0.35% Reduce -0.7% 14,636 $3.4M
Custos Family Office, LLC 1.22% Reduce -9.1% 14,486 $3.4M
Viewpoint Capital Management LLC 1.88% Reduce -0.0% 14,784 $3.4M
Riverstone Advisors, LLC 1.96% Reduce -5.7% 14,448 $3.4M
Saxony Capital Management, LLC 3.08% Reduce -4.4% 14,436 $3.4M
Kirtland Hills Capital Management, LLC 1.85% Reduce -0.2% 14,432 $3.4M
Nicholas Wealth, LLC. 2.11% Add +2.5% 14,430 $3.4M
Pinnacle Wealth Management Group, Inc. 2.12% Add +0.5% 14,400 $3.4M
Compass Capital Management, Inc. 0.21% Reduce -2.9% 14,396 $3.4M
Uhlmann Price Securities, LLC 2.67% — 14,390 $3.4M
Evergreen Wealth Management, LLC 2.01% Add +21.6% 14,366 $3.3M
Stonebridge Financial Planning Group, LLC 1.59% Add +1.1% 14,365 $3.3M
Frazier Financial Advisors, LLC 2.60% Add +13.3% 14,361 $3.3M
Nebula Research & Development LLC 0.40% Add +18.0% 14,341 $3.3M
Constant Guidance Financial LLC 2.83% Reduce -28.5% 14,303 $3.3M
Fortune Financial Advisors, LLC 3.02% Reduce -40.5% 14,301 $3.3M
One Plus One Wealth Management, LLC 1.97% Reduce -1.4% 14,284 $3.3M
Grace & White Inc. 0.61% Reduce -18.8% 14,283 $3.3M
Davidson Capital Management Inc. 0.96% Reduce -13.8% 14,275 $3.3M
Apeiron RIA LLC 0.95% Add +3.8% 14,268 $3.3M
Tanglewood Legacy Advisors, LLC 1.48% Add +0.0% 14,263 $3.3M
Compass Financial Group, INC 0.65% Reduce -1.0% 14,250 $3.3M
Cannon Wealth Management Services, LLC 3.03% — 14,233 $3.3M
WealthTrust Asset Management, LLC 2.47% Reduce -16.2% 14,196 $3.3M
SK Wealth Management, LLC 1.69% — 12,927 $3.3M
Seven Springs Wealth Group, LLC 1.23% Add +0.4% 14,154 $3.3M
Rather & Kittrell, Inc. 0.81% Add +0.5% 14,151 $3.3M
Terra Nova Asset Management LLC 2.45% Add +100.2% 14,148 $3.3M
Garrison Asset Management, LLC 1.66% Reduce -1.6% 14,079 $3.3M
Allegiance Financial Group Advisory Services LLC 1.14% Reduce -4.7% 14,070 $3.3M
MinichMacGregor Wealth Management, LLC 0.70% No change 14,050 $3.3M
Burkett Financial Services, LLC 1.35% Add +0.1% 14,044 $3.3M
Schorn Wealth LLC 1.11% Add +12.1% 14,015 $3.3M
Cherry Tree Wealth Management, LLC 0.77% Add +0.0% 13,984 $3.3M
Moisand Fitzgerald Tamayo, LLC 0.45% Reduce -1.6% 13,947 $3.2M
Professional Financial Advisors, LLC 0.84% Add +0.5% 13,938 $3.2M
Chicago Wealth Management, Inc. 1.73% Reduce -0.0% 13,933 $3.2M
Barden Capital Management, Inc. 2.85% Reduce -0.3% 13,927 $3.2M
Von Berge Wealth Management Group, LLC 2.01% Reduce -6.1% 14,570 $3.2M
Vivid Wealth Management, LLC 1.68% Reduce -8.1% 13,833 $3.2M
Campbell Wealth Management 0.29% Reduce -38.8% 13,805 $3.2M
Oldfather Financial Services, LLC 1.24% Add +1.0% 13,806 $3.2M
One Degree Advisors Inc 1.36% Reduce -2.6% 14,122 $3.2M
Orion Investment Co 1.25% No change 13,793 $3.2M
MA Private Wealth 0.60% Add +0.2% 13,780 $3.2M
Navera Investment Management Ltd. 0.06% Reduce -4.9% 13,774 $3.2M
Advanced Portfolio Management, LLC 3.30% Reduce -46.4% 13,768 $3.2M
Weik Capital Management 1.29% No change 13,762 $3.2M
Banco BTG Pactual S.A. 0.83% Reduce -77.6% 13,749 $3.2M
Core Wealth Advisors, Inc. 1.03% Add +11.1% 13,739 $3.2M
CCG Wealth Management, LLC 1.79% Reduce -0.4% 13,734 $3.2M
BluePointe Capital Management, LLC 2.07% Add +2.6% 13,733 $3.2M
Second Half Financial Partners, LLC 1.70% New 13,728 $3.2M
SFG Wealth Management, LLC. 1.70% Add +1.2% 13,727 $3.2M
US Financial Advisors, LLC 0.99% Reduce -5.9% 13,680 $3.2M
Dodds Wealth, LLC 1.06% Reduce -0.8% 13,903 $3.2M
Sunflower Bank, N.A. 0.87% Add +8.3% 13,661 $3.2M
Intergy Private Wealth, LLC 1.21% Add +4.3% 13,655 $3.2M
Flower City Capital 1.87% Add +23.7% 13,638 $3.2M
X-Square Capital, LLC 1.07% Add +0.1% 13,636 $3.2M
Three Seasons Wealth, LLC 1.67% Add +44.0% 13,635 $3.2M
West Financial Advisors, LLC 0.61% Add +3.2% 13,630 $3.2M
Audent Global Asset Management, LLC 5.41% Reduce -46.1% 13,623 $3.2M
Renasant Bank 2.09% Reduce -4.2% 13,611 $3.2M
Sterling Manor Financial, LLC 2.15% Add +1.4% 13,593 $3.2M
EWG Elevate Inc. 1.27% Reduce -11.3% 13,588 $3.2M
Forza Wealth Management, LLC 1.45% Add +2.3% 13,558 $3.2M
Harvey Investment Co. LLC 0.36% Reduce -1.3% 13,548 $3.2M
Fenimore Asset Management Inc 0.06% Add +0.4% 13,537 $3.2M
Latko Wealth Management, Ltd. 1.91% — 13,537 $3.2M
Power Wealth Management LLC 1.34% Reduce -25.5% 13,501 $3.1M
Smith & Howard Wealth Management, LLC 0.88% Add +0.8% 13,484 $3.1M
Guardian Financial Partners, LLC 1.96% Reduce -2.1% 13,483 $3.1M
Maripau Wealth Management LLC 2.72% Add +24.1% 13,465 $3.1M
Stonehearth Capital Management, LLC 1.24% Reduce -1.7% 13,434 $3.1M
International Private Wealth Advisors LLC 4.58% Add +279.8% 13,429 $3.1M
Wbi Investments, LLC 0.75% Reduce -53.9% 13,425 $3.1M
Kellett Wealth Advisors, LLC 2.23% Reduce -1.1% 13,379 $3.1M
Groesbeck Investment Management Corp. 4.57% Reduce -2.9% 13,371 $3.1M
Financial Alternatives, Inc 2.19% No change 13,363 $3.1M
CMT Capital Markets Trading GmbH 1.42% Add +26.5% 13,350 $3.1M
Fortune 45 LLC 2.20% Reduce -3.1% 13,341 $3.1M
Arrowroot Family Office, LLC 1.81% Add +9.4% 13,335 $3.1M
Mach-1 Financial Group, LLC 1.90% Add +9.5% 13,320 $3.1M
CarsonAllaria Wealth Management, Ltd. 1.78% Add +1.1% 13,293 $3.1M
Northern Capital Management, Inc. 1.96% Add +0.0% 13,290 $3.1M
Conservest Capital Advisors, Inc. 0.32% Add +3.4% 18,054 $3.1M
Mowery & Schoenfeld Wealth Management, LLC 4.87% Add +4.3% 13,223 $3.1M
Capitol Family Office, Inc. 3.81% Reduce -0.2% 13,212 $3.1M
Warner Financial, Inc. 1.36% Add +0.2% 13,154 $3.1M
Diker Management LLC 2.44% Reduce -1.1% 13,142 $3.1M
Sage Private Wealth Group, LLC 2.41% Reduce -7.0% 13,128 $3.1M
Campbell & CO Investment Adviser LLC 0.23% Add +1002.9% 13,113 $3.1M
Elkhorn Partners Limited Partnership 1.96% Reduce -2.6% 13,100 $3.1M
Pension & Wealth Management Advisors, Inc. 1.56% Add +3.5% 13,078 $3.0M
Curtis Advisory Group, LLC 0.86% Add +0.5% 13,061 $3.0M
Allstate Corp. 0.29% Reduce -73.2% 13,018 $3.0M
Cohen Capital Management, Inc. 0.49% Add +12.8% 13,005 $3.0M
Olstein Capital Management, L.P. 0.52% Reduce -10.3% 13,000 $3.0M
FSC Wealth Advisors, LLC 2.17% Reduce -2.5% 12,996 $3.0M
Basepoint Wealth LLC 2.23% Add +2.8% 12,984 $3.0M
Client 1ST Advisory Group, LLC 1.20% Add +8.0% 12,976 $3.0M
Alaska Wealth Advisors, LLC 0.45% Reduce -3.0% 12,963 $3.0M
JFG Wealth Management, LLC 0.83% Add +254.3% 12,952 $3.0M
Perissos Private Wealth Management, LLC 2.42% Add +40.6% 12,943 $3.0M
Marvin & Palmer Associates Inc. 2.53% New 12,928 $3.0M
Old West Investment Management, LLC 1.16% Reduce -3.7% 12,914 $3.0M
Wrenne Financial Planning LLC 1.79% Add +0.9% 12,897 $3.0M
Portfolio Strategies, Inc. 0.40% Add +0.5% 12,844 $3.0M
Tobam 0.55% Add +0.1% 12,836 $3.0M
HTG Investment Advisors, Inc. 1.41% Add +0.0% 12,823 $3.0M
Bank & Trust Co 2.43% Reduce -0.1% 12,812 $3.0M
Mid-American Wealth Advisory Group, Inc. 1.87% Reduce -8.6% 12,799 $3.0M
Refined Wealth Management 2.30% Add +1.2% 12,785 $3.0M
Hel Ved Capital Management Ltd 1.40% New 12,780 $3.0M
WealthCollab, LLC 1.95% Add +1.0% 12,739 $3.0M
Riverpoint Wealth Management Holdings, LLC 0.76% Add +0.1% 12,719 $3.0M
DiNuzzo Private Wealth, Inc. 0.37% Add +198.2% 12,716 $3.0M
Neo Ivy Capital Management 0.96% Reduce -51.4% 12,716 $3.0M
Williams & Novak, LLC 2.76% Add +14.4% 12,708 $3.0M
Catalyst Private Wealth, LLC 1.45% Reduce -0.1% 12,705 $3.0M
Three Bridge Wealth Advisors, LLC 1.09% Reduce -2.7% 12,699 $3.0M
New Perspectives, Inc 1.58% Add +0.8% 12,699 $3.0M
FSB Premier Wealth Management, Inc. 1.21% Add +0.9% 12,688 $3.0M
Marquette Asset Management, LLC 0.47% No change 12,686 $3.0M
Blueshift Asset Management, LLC 0.73% Reduce -26.4% 12,684 $3.0M
Talisman Wealth Advisors LLC 3.11% Add +0.1% 12,897 $3.0M
Halter Ferguson Financial Inc. 1.67% Add +1.2% 12,671 $3.0M
TLWM 0.60% Reduce -21.3% 12,668 $3.0M
Rooted Wealth Advisors, Inc. 1.32% Reduce -2.9% 13,311 $3.0M
Fortress Wealth Management, Inc. 1.47% Reduce -3.1% 12,661 $3.0M
Clarity Capital Advisors, LLC 2.12% Reduce -0.6% 12,651 $2.9M
Drake & Associates, LLC 0.95% Add +9.5% 12,646 $2.9M
Waterway Wealth Management, LLC 1.27% Reduce -8.5% 12,645 $2.9M
Flagstone Financial Management 0.99% Add +104.5% 12,621 $2.9M
Net Worth Advisory Group 0.87% — 12,613 $2.9M
Hibernia Wealth Partners, LLC 1.02% Add +123.4% 12,605 $2.9M
Wealth Forward, LLC 2.06% Add +7.7% 12,583 $2.9M
Compass Wealth Management LLC 0.69% Reduce -4.9% 12,558 $2.9M
Solutions 4 Wealth, Ltd 5.72% Reduce -5.6% 12,546 $2.9M
Aspen Wealth Management LLC 0.89% Reduce -13.0% 12,536 $2.9M
McCarter Private Wealth Services LLC 1.85% — 12,536 $2.9M
Pinnacle Financial Group, LLC / IL 1.14% Add +0.2% 12,534 $2.9M
MKT Advisors LLC 1.37% Add +1.8% 12,872 $2.9M
Brendel Financial Advisors LLC 1.66% Reduce -3.1% 12,526 $2.9M
AlphaMark Advisors, LLC 1.00% Reduce -1.2% 12,490 $2.9M
Peterson Wealth Advisors, LLC 0.55% Add +4.0% 12,443 $2.9M
Paradigm Capital Management, LLC 2.80% — 12,431 $2.9M
Cherrydale Wealth Management, LLC 1.18% Add +0.7% 12,424 $2.9M
Wallace Capital Management Inc. 0.39% Add +3.0% 12,388 $2.9M
Keyes, Stange & Wooten Wealth Management, LLC 1.71% Reduce -1.2% 12,382 $2.9M
Adams Wealth Management 0.62% Reduce -6.5% 12,381 $2.9M
CacheTech Inc. 0.62% Reduce -6.5% 12,381 $2.9M
TrueWealth Advisors, LLC 0.96% Reduce -2.3% 12,376 $2.9M
Gill Capital Partners, LLC 1.03% Add +1.4% 12,335 $2.9M
Systematic Financial Management LP 0.07% No change 12,335 $2.9M
Christensen, King & Associates Investment Services, Inc. 1.35% Reduce -3.4% 12,323 $2.9M
Paladin Wealth, LLC 2.51% — 12,320 $2.9M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.40% Reduce -38.6% 12,306 $2.9M
Blossom Wealth Management 5.75% Add +3.7% 12,243 $2.9M
Market Street Wealth Management Advisors LLC 0.47% Add +0.9% 12,232 $2.9M
Holistic Financial Partners 1.37% Add +4.2% 12,224 $2.8M
Menard Financial Group LLC 1.88% Add +0.4% 12,221 $2.8M
Birchbrook, Inc. 1.58% Reduce -2.1% 12,221 $2.8M
Silphium Asset Management Ltd 1.02% Add +0.1% 12,210 $2.8M
Matrix Trust Co 0.53% Add +1.1% 12,184 $2.8M
Prelude Capital Management, LLC 0.22% Reduce -54.7% 12,179 $2.8M
SWAN Capital LLC 1.39% Reduce -0.0% 12,154 $2.8M
Stephens Consulting, LLC 0.72% Add +0.3% 12,106 $2.8M
Weinberger Asset Management, Inc 1.20% Add +1.4% 12,101 $2.8M
Motive Wealth Advisors 1.69% No change 13,351 $2.8M
Accelerate Investment Advisors LLC 2.74% — 12,053 $2.8M
Solitude Financial Services 1.20% Reduce -6.2% 12,049 $2.8M
A. D. Beadell Investment Counsel, Inc. 2.24% Reduce -3.5% 12,050 $2.8M
Steph & Co. 0.89% Add +2.2% 12,047 $2.8M
Gray Private Wealth, LLC 1.68% Reduce -1.6% 12,037 $2.8M
Sycomore Asset Management 0.46% New 12,296 $2.8M
Value Star Asset Management (Hong Kong) Ltd 10.48% New 12,000 $2.8M
Factorial Partners, LLC 1.61% Reduce -32.6% 12,000 $2.8M
RHS Financial, LLC 1.41% Reduce -8.1% 11,995 $2.8M
Penobscot Wealth Management 1.51% Reduce -0.5% 11,982 $2.8M
Seven Post Investment Office LP 0.42% Add +0.0% 11,980 $2.8M
Clear Point Advisors Inc. 2.15% Add +0.9% 11,942 $2.8M
Iams Wealth Management, LLC 1.37% Add +16.0% 11,937 $2.8M
Red Cedar Investment Management, LLC 0.35% No change 11,921 $2.8M
Cottonwood Capital Advisors, LLC 2.04% Reduce -2.5% 11,912 $2.8M
Richwood Investment Advisors, LLC 2.29% Reduce -0.7% 11,905 $2.8M
Hutchens & Kramer Investment Management Group, LLC 1.54% Add +19.5% 12,246 $2.8M
Hara Capital LLC 1.72% Reduce -2.5% 11,856 $2.8M
Hill Island Financial LLC 0.83% Add +5.4% 11,838 $2.8M
Canandaigua National Trust Co of Florida 2.37% — 11,813 $2.8M
Palouse Capital Management, Inc. 1.74% Reduce -0.7% 11,808 $2.8M
Financial Freedom, LLC 1.45% Add +0.1% 11,793 $2.7M
Wedgewood Investors Inc. 3.00% Reduce -2.5% 11,775 $2.7M
Mraz, Amerine & Associates, Inc. 0.49% Reduce -0.4% 11,739 $2.7M
Raffa Wealth Management, LLC 0.66% Reduce -1.9% 11,715 $2.7M
Barings LLC 0.06% Add +10.4% 11,666 $2.7M
Private Wealth Advisors, LLC 1.11% Reduce -1.7% 12,003 $2.7M
Prentice Wealth Management LLC 0.81% Reduce -1.7% 11,648 $2.7M
Financial Symmetry Inc 1.89% Reduce -1.4% 11,635 $2.7M
Rwwm, Inc. 0.25% Reduce -0.0% 11,622 $2.7M
Roth Financial Partners LLC 1.08% No change 11,565 $2.7M
Commonwealth Retirement Investments LLC 1.13% Add +16.0% 11,521 $2.7M
GoalVest Advisory LLC 0.77% Add +10.9% 11,509 $2.7M
Financial Network Wealth Advisors LLC 2.21% Reduce -47.5% 11,504 $2.7M
Delos Wealth Advisors, LLC 2.34% Reduce -2.8% 11,498 $2.7M
Builder Investment Group Inc. 0.72% Add +0.7% 11,484 $2.7M
Vista Investment Management 1.01% Add +3.9% 11,479 $2.7M
Summa Corp. 1.28% Add +14.0% 11,477 $2.7M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.07% Reduce -84.3% 11,466 $2.7M
Tower Wealth Partners, Inc. 1.55% Reduce -1.9% 11,457 $2.7M
VAUGHAN & Co SECURITIES, INC. 1.57% Reduce -1.2% 11,424 $2.7M
Financial Planning & Information Services, Inc. 0.37% Reduce -0.0% 11,380 $2.7M
St. Louis Financial Planners Asset Management, LLC 2.10% Reduce -14.7% 11,654 $2.6M
Mma Asset Management LLC 0.70% Add +52.6% 13,084 $2.6M
Legal Advantage Investments, Inc. 1.45% Reduce -1.7% 11,337 $2.6M
Financial & Tax Architects, LLC 0.68% Add +20.6% 11,326 $2.6M
Insight Wealth Partners, LLC 1.61% Add +26.3% 11,307 $2.6M
Kelman-Lazarov, Inc. 0.45% Reduce -0.1% 11,293 $2.6M
Element Capital Management LLC 0.12% New 11,285 $2.6M
Rosenberg Matthew Hamilton 0.69% Add +1.4% 11,277 $2.6M
Orin Green Financial, LLC 1.13% Add +31.8% 11,275 $2.6M
Hudson Edge Investment Partners Inc. 0.49% Reduce -2.2% 11,233 $2.6M
Howard Bailey Securities, LLC 0.99% — 11,200 $2.6M
Threadgill Financial, LLC 1.55% Add +2.0% 11,198 $2.6M
Gouws Capital LLC 1.76% Reduce -0.4% 11,193 $2.6M
Leonard Rickey Investment Advisors P.L.L.C. 0.59% Reduce -2.1% 11,176 $2.6M
Forthright Family Wealth Advisory LLC 1.67% Reduce -20.4% 10,717 $2.6M
Wallace Advisory Group, LLC 1.90% Reduce -16.3% 12,331 $2.6M
Pring Turner Capital Group Inc. 1.63% Reduce -2.6% 11,109 $2.6M
Ami Investment Management Inc. 0.87% Reduce -3.4% 11,093 $2.6M
Wealthcare Capital Management LLC 0.26% Add +3.4% 11,089 $2.6M
Monte Financial Group, LLC 1.07% Reduce -2.8% 11,079 $2.6M
Legacy Financial Group LLC 0.50% Add +2.2% 11,067 $2.6M
FDx Advisors, Inc. 0.70% Add +8.0% 11,057 $2.6M
Able Wealth Management LLC 1.95% Reduce -0.3% 11,051 $2.6M
DecisionPoint Financial, LLC 0.81% Add +1.9% 11,026 $2.6M
Arbor Capital Management Inc. 2.42% Reduce -5.6% 11,352 $2.6M
Defined Wealth Management, LLC 1.66% Add +2.6% 10,970 $2.6M
Smith Thornton Advisors LLC 1.68% Add +0.2% 10,956 $2.6M
WINTON GROUP Ltd 0.18% Add +628.9% 10,940 $2.5M
Rebalance, LLC 0.19% Add +11.1% 10,923 $2.5M
Maiden Cove Capital, LLC 3.96% Add +0.1% 10,901 $2.5M
PARK CIRCLE Co 2.26% No change 10,900 $2.5M
Element Wealth, LLC 1.34% Add +1.0% 10,895 $2.5M
Tealwood Asset Management Inc. 1.12% Add +0.4% 10,883 $2.5M
Allen Wealth Management, LLC 1.76% Add +5.2% 10,868 $2.5M
HF Advisory Group, LLC 1.18% Add +11.2% 10,868 $2.5M
Landmark Wealth Management, LLC 1.10% Reduce -1.6% 10,868 $2.5M
Eisler Capital (UK) Ltd. 0.60% New 10,861 $2.5M
Wulff, Hansen & Co. 2.29% No change 10,844 $2.5M
Farnam Financial LLC 2.77% — 10,830 $2.5M
PYA Waltman Capital, LLC 0.82% Add +35.4% 10,813 $2.5M
Brightwater Advisory LLC 1.85% Reduce -3.5% 10,810 $2.5M
Eaton-Cambridge Inc. 1.19% Add +1.2% 10,807 $2.5M
Pinnacle Wealth Management, LLC 3.00% Reduce -0.3% 10,771 $2.5M
Lake Hills Wealth Management, LLC 1.68% Reduce -0.9% 10,766 $2.5M
Harbert Fund Advisors, LLC 2.02% New 10,750 $2.5M
Sprinkle Financial Consultants LLC 1.79% Add +0.1% 10,734 $2.5M
Vima LLC 5.13% Add +0.0% 10,728 $2.5M
360 Financial, Inc. 0.92% Reduce -3.0% 10,725 $2.5M
Carmel Capital Partners, LLC 0.96% No change 10,716 $2.5M
Shayne & Jacobs, LLC 0.63% Add +0.0% 10,701 $2.5M
Powers Advisory Group, LLC 1.24% Add +0.8% 10,682 $2.5M
Global Wealth Strategies & Associates 0.82% Add +4.0% 10,671 $2.5M
Dopkins Wealth Management, LLC 1.99% Reduce -30.5% 10,600 $2.5M
ETF Portfolio Partners, Inc. 0.73% No change 10,587 $2.5M
Clifford Group, LLC 1.92% Add +3.3% 10,580 $2.5M
Franklin, Parlapiano, Turner & Welch, LLC 0.64% No change 10,568 $2.5M
Saiph Capital, LLC 1.16% Reduce -0.5% 97,817 $2.5M
Longitude (Cayman) Ltd. 3.53% Reduce -8.7% 10,560 $2.5M
Brand Asset Management Group, Inc. 0.96% Add +49.6% 10,483 $2.4M
Cohen & Steers, Inc. 0.00% Reduce -4.3% 10,476 $2.4M
Capstone Wealth Management Group, LLC 1.44% Reduce -3.5% 10,465 $2.4M
Sard Wealth Management Group, LLC 1.61% Add +0.1% 10,458 $2.4M
Yeomans Consulting Group, Inc. 0.91% Add +11.1% 10,453 $2.4M
Conrad Siegel Investment Advisors, Inc. 0.66% Add +1.3% 10,449 $2.4M
Columbus Macro, LLC 0.89% Reduce -0.6% 10,590 $2.4M
Fairbanks Capital Management, Inc. 1.53% No change 10,443 $2.4M
Smart Portfolios, LLC 2.48% Reduce -3.5% 10,421 $2.4M
Cypress Point Wealth Management, LLC 0.95% Add +1.2% 10,417 $2.4M
Veery Capital, LLC 0.91% Reduce -0.1% 10,414 $2.4M
Uncommon Cents Investing LLC 0.68% No change 10,398 $2.4M
Prosperity Planning, Inc. 1.08% Add +0.2% 10,374 $2.4M
Carrera Capital Advisors 0.59% Add +30.2% 10,367 $2.4M
Sageworth Trust Co 0.14% Reduce -40.2% 10,356 $2.4M
FMA Wealth Management, LLC 1.75% Reduce -1.9% 10,348 $2.4M
HT Partners LLC 0.85% Reduce -3.3% 10,343 $2.4M
Mustard Seed Financial, LLC 2.00% Reduce -0.7% 10,317 $2.4M
Seed Wealth Management, Inc. 1.92% No change 10,309 $2.4M
Newton One Investments LLC 0.96% Add +4.3% 10,291 $2.4M
Pavion Blue Capital, LLC 1.12% Add +0.2% 10,288 $2.4M
Lakeside Advisors, INC. 1.51% Reduce -5.4% 10,284 $2.4M
HBC Financial Services, PLLC 1.46% Add +0.5% 10,413 $2.4M
Black Swift Group, LLC 0.53% Reduce -0.5% 10,249 $2.4M
Future Financial Wealth Managment LLC 1.70% Reduce -1.1% 10,238 $2.4M
Kaydan Wealth Management, Inc. 0.70% Reduce -2.3% 10,223 $2.4M
Ionic Capital Management LLC 2.12% New 10,200 $2.4M
Panoramic Investment Advisors, LLC 1.64% — 10,188 $2.4M
Stelac Advisory Services LLC 0.96% Add +12.9% 10,184 $2.4M
Sage Investment Advisers LLC 2.48% Add +7.3% 10,173 $2.4M
Tudor Financial Inc. 1.46% — 10,172 $2.4M
GR Financial Group, LLC 0.41% Reduce -0.2% 10,169 $2.4M
Sinecera Capital, LLC 2.85% Add +2.1% 10,151 $2.4M
Shakespeare Wealth Management, LLC 0.62% Add +3.9% 10,146 $2.4M
ForthRight Wealth Management, LLC 0.78% Reduce -2.0% 10,113 $2.4M
Brooktree Capital Management 1.91% Reduce -13.3% 10,103 $2.4M
FC Advisory LLC 0.79% Add +0.1% 10,043 $2.3M
DHJJ Financial Advisors, Ltd. 0.93% Reduce -0.5% 10,036 $2.3M
Valliance Asset Management Ltd 4.23% Reduce -60.0% 10,000 $2.3M
SCP Investment, LP 1.69% No change 10,000 $2.3M
PCG Wealth Advisors, LLC 0.90% Add +6.1% 9,999 $2.3M
Delphi Management Inc. 2.11% Reduce -21.2% 9,992 $2.3M
Gordian Advisors LLC 1.86% Add +202.6% 9,986 $2.3M
Silver Oak Advisory Group, Inc. 1.19% Add +72.9% 9,971 $2.3M
Family Investment Center, Inc. 0.58% Add +7.2% 9,970 $2.3M
Wooster Corthell Wealth Management, Inc. 0.49% Reduce -3.0% 9,942 $2.3M
New Jersey Better Educational Savings Trust 4.38% No change 9,936 $2.3M
Authentikos Wealth Advisory, LLC 2.23% Reduce -29.2% 9,935 $2.3M
Koesten, Hirschmann & Crabtree, INC. 1.34% Reduce -9.7% 9,909 $2.3M
Park Edge Advisors, LLC 0.66% Reduce -4.2% 9,907 $2.3M
Boyce & Associates Wealth Consulting, Inc. 2.39% Reduce -1.9% 9,884 $2.3M
Fidelity D & D Bancorp Inc. 1.53% Reduce -1.1% 9,879 $2.3M
Vawter Financial, Ltd. 1.40% Reduce -5.0% 9,858 $2.3M
Giverny Capital 0.09% Reduce -1.8% 9,852 $2.3M
TruNorth Capital Management, LLC 0.68% Reduce -2.4% 9,830 $2.3M
Lauterbach Financial Advisors, LLC 1.39% Add +0.1% 9,823 $2.3M
TCP Asset Management, LLC 0.53% Add +1.9% 9,808 $2.3M
Chiron Capital Management, LLC 2.02% Add +12.0% 9,793 $2.3M
Macroview Investment Management LLC 2.22% Add +0.8% 9,727 $2.3M
Strid Group, LLC 0.34% Reduce -0.2% 9,724 $2.3M
Valley Forge Investment Consultants Inc. Adv 0.79% Add +7.6% 9,687 $2.3M
Hudson Portfolio Management LLC 2.21% — 9,666 $2.3M
Provident Wealth Management, LLC 0.77% Reduce -7.9% 9,658 $2.3M
1620 Investment Advisors, Inc. 1.66% Add +0.5% 9,654 $2.2M
RIA Advisory Group LLC 0.79% — 9,648 $2.2M
FreeGulliver LLC 1.33% Add +30.4% 9,637 $2.2M
GenWealth Group, Inc. 0.52% Reduce -7.5% 9,636 $2.2M
Access Financial Services, Inc. 1.02% Reduce -3.9% 9,570 $2.2M
Stevens Capital Partners 1.06% Add +2.4% 9,564 $2.2M
Mizuho Markets Cayman LP 9.84% Add +185.5% 9,543 $2.2M
Phocas Financial Corp. 0.25% No change 9,521 $2.2M
Miller Investment Management, LP 0.23% No change 9,503 $2.2M
Harbor Group, Inc. 0.51% Add +0.1% 9,377 $2.2M
Mainstay Capital Management LLC 0.37% Reduce -5.1% 9,374 $2.2M
Cornerstone Wealth Advisors, Inc. 0.61% Add +5.7% 9,363 $2.2M
EnRich Financial Partners LLC 0.73% Add +0.7% 9,356 $2.2M
Trinity Wealth Management, LLC 1.00% Add +73.2% 9,349 $2.2M
Wiser Wealth Management, Inc 0.62% Add +7.4% 9,333 $2.2M
Waycross Investment Management Co 2.00% Reduce -13.3% 9,327 $2.2M
Cedar Mountain Advisors, LLC 0.49% Reduce -2.9% 9,272 $2.2M
Level Financial Advisors 0.82% New 9,263 $2.2M
Provident Investment Management, Inc. 0.19% Add +1.7% 9,255 $2.2M
Compass Advisory Group LLC 0.84% Reduce -15.1% 9,252 $2.2M
POM Investment Strategies, LLC 1.68% Reduce -6.2% 9,219 $2.1M
Granite FO LLC 1.22% No change 9,219 $2.1M
Divergent Planning, LLC 0.80% Reduce -1.5% 9,467 $2.1M
FWG Investments, LLC. 1.85% Add +5.8% 9,202 $2.1M
RFG Holdings, Inc. 0.76% Add +2.2% 9,177 $2.1M
Meredith Wealth Planning 1.02% Reduce -0.1% 9,183 $2.1M
Ariadne Wealth Management, LP 1.16% Add +14.2% 9,357 $2.1M
Bruce G. Allen Investments, LLC 1.65% Reduce -0.6% 9,129 $2.1M
Insight 2811, Inc. 1.06% Reduce -1.1% 9,120 $2.1M
Rezny Wealth Management, Inc. 0.54% Add +215.0% 9,116 $2.1M
Signature Wealth Management Group 0.85% Reduce -0.5% 9,086 $2.1M
Muirfield Wealth Advisors LLC 1.80% Add +9.7% 9,080 $2.1M
Profit Investment Management, LLC 1.66% Reduce -6.6% 9,078 $2.1M
David Kennon Inc 0.83% Add +0.1% 9,046 $2.1M
Courage Miller Partners, LLC 0.71% Add +0.0% 9,127 $2.1M
Occudo Quantitative Strategies LP 0.38% Reduce -67.8% 9,034 $2.1M
Emerald Mutual Fund Advisers Trust 0.11% Add +6.0% 9,026 $2.1M
WealthCare Investment Partners, LLC 0.92% Reduce -10.3% 9,486 $2.1M
Redmond Asset Management, LLC 0.66% Reduce -2.0% 9,025 $2.1M
BDF-Gestion 0.23% No change 431,516 $2.1M
Deuterium Capital Management, LLC 3.85% Reduce -66.7% 9,000 $2.1M
C M Bidwell & Associates Ltd. 1.28% Add +15.5% 8,992 $2.1M
Burns Matteson Capital Management, LLC 1.17% Add +6.2% 8,988 $2.1M
Corsair Capital Management, L.P. 0.50% No change 8,986 $2.1M
Santori & Peters, Inc. 0.83% Reduce -7.1% 8,958 $2.1M
StoneCrest Wealth Management, Inc. 1.52% Reduce -5.4% 8,944 $2.1M
Morton Brown Family Wealth, LLC 0.74% Reduce -0.1% 8,942 $2.1M
Legacy Bridge, LLC 1.12% Add +0.2% 8,934 $2.1M
OneAscent Wealth Management LLC 0.79% Add +0.7% 8,923 $2.1M
Meridian Financial Advisors, LLC 1.39% Reduce -4.0% 8,916 $2.1M
Motley Fool Wealth Management, LLC 0.10% Reduce -19.5% 8,913 $2.1M
Lloyd Advisory Services, LLC. 1.00% Add +8.0% 8,908 $2.1M
Pingora Partners LLC 1.47% Reduce -2.2% 8,871 $2.1M
Armbruster Capital Management, Inc. 0.41% Add +2.5% 8,861 $2.1M
Parker Investment Management, LLC 0.33% No change 8,849 $2.1M
Eagle Wealth Strategies LLC 1.50% Reduce -6.7% 8,825 $2.1M
NDVR, Inc. 2.11% Add +0.0% 9,026 $2.1M
Capital Investment Services of America, Inc. 0.20% Reduce -2.7% 8,821 $2.1M
William Howard & Co Financial Advisors Inc 1.75% Reduce -0.7% 8,808 $2.1M
Presidio Capital Management, LLC 1.31% Reduce -14.9% 8,801 $2.1M
Echo45 Advisors LLC 1.33% Reduce -5.8% 8,822 $2.1M
Stewardship Advisors, LLC 0.58% Add +24.1% 8,789 $2.0M
Tran Capital Management, L.P. 0.22% Add +3.2% 8,789 $2.0M
Magnolia Capital Advisors LLC 1.02% Reduce -3.4% 8,788 $2.0M
Councilor Wealth, LLC 1.00% Reduce -50.7% 8,787 $2.0M
Prudent Investors Network, Inc. 0.63% Add +14.3% 8,774 $2.0M
OLIO Financial Planning 0.86% Add +0.0% 10,551 $2.0M
AllGen Financial Advisors, Inc. 0.66% Add +16.9% 8,758 $2.0M
Rosenblum Silverman Sutton S F Inc. 0.52% Reduce -2.0% 8,748 $2.0M
Krane Funds Advisors LLC 0.07% Add +56.8% 8,732 $2.0M
Sollinda Capital Management LLC 0.57% Add +6.9% 8,715 $2.0M
HFG Wealth Management, LLC 1.29% No change 9,616 $2.0M
Cunning Capital Partners, LP 1.06% No change 8,690 $2.0M
Dravo Bay LLC 1.04% Add +2.3% 8,678 $2.0M
Redwood Financial Network Corp 1.58% Reduce -2.7% 8,667 $2.0M
Voisard Asset Management Group, Inc. 0.84% Add +10.7% 8,659 $2.0M
Discipline Wealth Solutions, LLC 1.06% New 8,641 $2.0M
Secured Retirement Advisors, LLC 1.45% Reduce -4.2% 8,623 $2.0M
Stamos Capital Partners, L.P. 0.47% Reduce -46.4% 8,620 $2.0M
Wealthgarden F.S. LLC 1.95% Add +0.5% 8,617 $2.0M
Claris Advisors, LLC / Mo / 0.87% Add +2.6% 8,597 $2.0M
Vestia Personal Wealth Advisors 1.89% Add +4.2% 8,591 $2.0M
Nicholson Wealth Management Group, LLC 1.64% — 8,582 $2.0M
BlueSky Wealth Advisors, LLC 0.31% Add +0.7% 8,577 $2.0M
LifePlan Investment Advisors, Inc. 1.28% Reduce -1.1% 8,560 $2.0M
Northeast Financial Group, Inc. 0.77% Add +5.3% 8,554 $2.0M
Boothbay Fund Management, LLC 0.07% Reduce -92.5% 8,540 $2.0M
Altus Wealth Management, LLC 0.93% Reduce -10.2% 8,536 $2.0M
Rempart Asset Management Inc. 0.37% Reduce -26.6% 8,447 $2.0M
Tru Independence Asset Management 2, LLC 1.67% — 8,519 $2.0M
Stevard, LLC 8.08% Reduce -33.6% 8,518 $2.0M
Marotta Asset Management 0.39% Reduce -0.6% 8,504 $2.0M
17 Capital Partners, LLC 1.29% Add +10.5% 8,498 $2.0M
Ground Swell Capital, LLC 2.82% Add +168.1% 8,479 $2.0M
Wealth Group Ltd 0.57% Reduce -4.7% 8,444 $2.0M
Hill Investment Group Partners, LLC 0.27% Reduce -4.9% 9,067 $2.0M
Bellwether Advisors, LLC 0.38% Reduce -65.5% 8,410 $2.0M
Keeler & Nadler Financial Planning & Wealth Management 0.95% Add +0.1% 8,409 $2.0M
Auour Investments LLC 0.70% Reduce -1.2% 8,381 $2.0M
Kooman & Associates 0.72% Reduce -0.6% 8,382 $2.0M
Waterford Advisors, LLC 0.99% Reduce -0.0% 8,370 $2.0M
Provident Co of the Employees of the Hebrew University LTD 2.19% No change 8,363 $1.9M
Corundum Trust Company, INC 5.36% Reduce -26.2% 8,349 $1.9M
Elevate Wealth Advisory, Inc. 1.44% Add +0.0% 8,344 $1.9M
BCM Advisors, LLC 0.45% Add +2.5% 8,736 $1.9M
LifePro Asset Management 1.19% Add +9.9% 8,313 $1.9M
Leicht Financial Planning & Wealth Management, Inc. 0.97% Add +2.5% 8,291 $1.9M
Oakwell Private Wealth Management, LLC 0.56% Reduce -4.9% 8,289 $1.9M
Code Waechter LLC 1.84% — 8,272 $1.9M
Easterly Investment Partners LLC 0.15% No change 8,267 $1.9M
Guidance Point Advisors, LLC 0.58% Reduce -0.7% 8,265 $1.9M
Trevian Wealth Management LLC 1.57% Add +0.0% 8,240 $1.9M
Thornburg Investment Management Inc. 0.03% Add +68.1% 8,230 $1.9M
CM Wealth Advisors LLC 0.62% No change 8,219 $1.9M
Matthew Goff Investment Advisor, LLC 0.36% Reduce -21.1% 8,203 $1.9M
Tolleson Wealth Management, Inc. 0.36% Reduce -0.5% 8,179 $1.9M
McNamara Financial Services, Inc. 0.38% Reduce -1.6% 8,176 $1.9M
Cypress Financial Planning LLC 0.70% Add +3.2% 8,173 $1.9M
Golden Road Advisors LLC 1.49% Reduce -2.2% 8,153 $1.9M
Virtus Investment Advisers, LLC 1.54% Reduce -18.7% 8,148 $1.9M
Eubel Brady & Suttman Asset Management Inc. 0.27% Reduce -10.6% 8,136 $1.9M
Naples Money Management LLC 1.60% Add +0.1% 8,128 $1.9M
McNaughton Wealth Management, LLC 0.92% Reduce -3.8% 8,126 $1.9M
Verdad Advisers, LP 2.53% Add +294.0% 8,120 $1.9M
Donor Advised Charitable Giving, Inc. 0.05% No change 8,100 $1.9M
Interactive Financial Advisors, Inc. 0.97% No change 8,096 $1.9M
Brown Wealth Management, LLC 0.68% Add +8.1% 8,063 $1.9M
White Wing Wealth Management 1.45% Reduce -1.0% 8,062 $1.9M
Nordwand Advisors, LLC 0.50% Reduce -5.4% 8,050 $1.9M
Gen-Wealth Partners Inc 0.82% Reduce -10.1% 8,143 $1.9M
Eliot Finkel Investment Counsel, LLC 1.15% No change 8,036 $1.9M
Essential Planning, LLC. 0.77% Reduce -4.5% 8,024 $1.9M
Horizon Kinetics Asset Management LLC 0.03% Reduce -4.2% 8,007 $1.9M
DCF Advisers, LLC 0.97% Reduce -55.6% 8,000 $1.9M
Aristotle Capital Management, LLC 0.00% No change 8,000 $1.9M
America First Investment Advisors, LLC 0.42% No change 7,998 $1.9M
Lifestyle Asset Management, Inc. 1.03% Add +0.6% 7,992 $1.9M
BW Gestao de Investimentos Ltda. 0.31% Add +42.4% 7,966 $1.9M
Intrepid Capital Management Inc. 1.03% Reduce -3.8% 7,957 $1.9M
Horrell Capital Management, Inc. 0.55% Reduce -1.2% 7,946 $1.9M
Costello Asset Management, INC 1.24% Add +8.5% 7,939 $1.8M
Copperleaf Capital, LLC 1.42% Reduce -10.1% 7,936 $1.8M
Legend Financial Advisors, Inc. 1.27% Reduce -11.3% 7,911 $1.8M
Orgel Wealth Management, LLC 0.05% Reduce -7.0% 7,898 $1.8M
RiverGlades Family Offices LLC 1.31% Add +0.3% 7,871 $1.8M
Beck Bode, LLC 0.34% Reduce -6.3% 7,855 $1.8M
ARK & TLK Investments, LLC 0.65% No change 7,855 $1.8M
Penney Financial, LLC 1.25% Add +1.6% 7,852 $1.8M
Holland Advisory Services, Inc. 2.39% Reduce -2.8% 7,845 $1.8M
FF Advisors,LLC 1.19% Add +4.0% 7,898 $1.8M
RMR Capital Management, LLC 1.55% No change 7,832 $1.8M
Osprey Private Wealth LLC 1.27% — 7,810 $1.8M
Cedar Wealth Management, LLC 0.56% Reduce -8.6% 7,801 $1.8M
Horizon Family Wealth, Inc. 1.30% Reduce -10.7% 7,799 $1.8M
RTD Financial Advisors, Inc. 0.23% Add +2.1% 7,699 $1.8M
Hubbell Strickland Wealth Management, LLC 0.84% Add +1.1% 7,685 $1.8M
Ballew Advisors, Inc 1.20% Add +0.3% 7,770 $1.8M
New England Capital Financial Advisors LLC 0.93% Reduce -0.8% 7,648 $1.8M
Dogwood Wealth Management LLC 1.02% Add +1.5% 7,640 $1.8M
Plan Group Financial, LLC 0.94% Add +19.3% 7,629 $1.8M
Morris Financial Concepts, Inc. 0.76% Add +9.8% 7,626 $1.8M
VitalStone Financial, LLC 1.21% Reduce -7.1% 7,611 $1.8M
Schwartz Investment Counsel Inc. 0.06% Reduce -1.3% 7,600 $1.8M
Asset Allocation Strategies LLC 0.50% Add +8.4% 7,581 $1.8M
Slocum, Gordon & Co LLP 0.71% Reduce -11.7% 7,536 $1.8M
Oliver Luxxe Assets LLC 0.31% Reduce -2.1% 7,532 $1.8M
Tandem Investment Advisors, Inc. 0.07% Add +31.6% 7,522 $1.8M
Gibson Capital, LLC 0.35% No change 7,454 $1.7M
Prevail Innovative Wealth Advisors, LLC 0.53% Reduce -39.7% 7,446 $1.7M
Foguth Wealth Management, LLC. 0.63% Reduce -9.0% 7,677 $1.7M
Sippican Capital Advisors 1.21% No change 7,436 $1.7M
Yost Capital Management, LP 1.79% No change 7,430 $1.7M
National Wealth Management Group, LLC 1.17% Reduce -2.8% 7,424 $1.7M
Probity Advisors, Inc. 0.33% Reduce -2.5% 7,423 $1.7M
Stegent Equity Advisors, Inc. 1.91% Reduce -5.9% 7,421 $1.7M
Millington Financial Advisors, LLC 1.07% Reduce -16.6% 7,374 $1.7M
Aufman Associates Inc 1.10% Reduce -2.9% 7,350 $1.7M
Shore Point Advisors, LLC 0.92% Reduce -0.0% 7,349 $1.7M
Boston Mountain Money Management Inc. 0.99% Reduce -1.4% 7,349 $1.7M
Lowery Thomas, LLC 1.16% Reduce -3.5% 7,337 $1.7M
Plum Street Advisors, LLC 0.87% Add +53.0% 7,334 $1.7M
GGM Financial LLC 1.47% Add +2.6% 7,324 $1.7M
ACT Advisors, LLC. 0.80% Add +3.9% 7,299 $1.7M
Robinswood Financial LLC 0.63% Add +2.1% 7,282 $1.7M
Barnes Pettey Financial Advisors, LLC 1.35% Reduce -12.6% 7,278 $1.7M
Gainplan LLC 0.80% Add +483.3% 8,049 $1.7M
Sanchez Wealth Management Group 0.52% Add +0.7% 7,267 $1.7M
Strategic Point Investment Advisors, LLC 0.28% No change 7,262 $1.7M
USA Financial Formulas 0.26% Add +24100.0% 7,260 $1.7M
Financial Sense Advisors, Inc. 0.47% Reduce -1.8% 7,259 $1.7M
FSA Advisors, Inc. 1.68% Reduce -2.6% 7,698 $1.7M
Bayshore Asset Management, LLC 0.75% Reduce -1.0% 7,210 $1.7M
Braun-Bostich & Associates Inc. 1.17% Reduce -9.0% 7,196 $1.7M
Defender Capital, LLC. 0.56% Reduce -7.7% 7,195 $1.7M
Advisory Research Inc. 0.30% Add +16.2% 7,194 $1.7M
Proquility Private Wealth Partners, LLC 0.54% Reduce -14.0% 7,181 $1.7M
Prentiss Smith & Co. Inc. 1.07% No change 7,174 $1.7M
Prepared Retirement Institute LLC 1.01% Reduce -0.6% 7,147 $1.7M
Paragon Advisors, LLC 0.54% Add +5.5% 7,128 $1.7M
Disciplined Investments, LLC 0.82% Reduce -19.8% 7,115 $1.7M
Kanen Wealth Management LLC 0.88% No change 7,100 $1.7M
Seneca Financial Advisors LLC 0.80% Reduce -3.7% 7,099 $1.7M
Sfm, LLC 1.24% Reduce -1.1% 7,089 $1.7M
Stone Run Capital, LLC 0.61% No change 7,080 $1.6M
Marshall Financial Group Inc. 0.50% Add +0.0% 7,045 $1.6M
Swmg, LLC 0.68% Add +401.0% 7,280 $1.6M
HighMark Wealth Management LLC 0.90% Add +1.3% 7,030 $1.6M
Earnest Partners LLC 0.01% Reduce -1.6% 7,016 $1.6M
Fortis Advisors, LLC 1.06% Add +0.1% 7,005 $1.6M
Jordan Park Group LLC 0.11% New 7,000 $1.6M
Gunderson Capital Management LLC 0.69% Add +50.0% 6,993 $1.6M
Mason & Associates, LLC 0.50% No change 6,984 $1.6M
Stephenson & Company, Inc. 1.10% Reduce -0.3% 6,964 $1.6M
Instrumental Wealth, LLC 1.58% Add +1.4% 7,007 $1.6M
Axecap Investments, LLC 1.23% — 6,943 $1.6M
Mason Investment Advisory Services, Inc. 0.09% Reduce -10.6% 6,933 $1.6M
Shelton Wealth Management, LLC 0.92% Add +1.6% 6,931 $1.6M
Albert D Mason Inc. 1.03% Reduce -1.4% 6,931 $1.6M
Baron Financial Group, LLC 0.98% Reduce -2.4% 6,899 $1.6M
Gibson Wealth Advisors LLC 1.31% Add +0.0% 6,895 $1.6M
Trellis Wealth Advisors LLC 0.80% Add +67.9% 6,865 $1.6M
Arkansas Financial Group, Inc. 0.26% Add +46.8% 6,863 $1.6M
Motiv8 Investments LLC 1.07% Reduce -9.6% 6,850 $1.6M
D. Scott Neal, Inc. 0.84% Reduce -0.1% 6,847 $1.6M
Continental Investors Services, Inc. 3.28% Reduce -3.5% 7,048 $1.6M
Biltmore Wealth Management, LLC 0.65% Reduce -2.9% 6,827 $1.6M
PFG Private Wealth Management, LLC 0.92% Reduce -0.2% 6,799 $1.6M
Cannon Financial Strategists, Inc. 0.28% Add +154.1% 6,798 $1.6M
Ascension Capital Advisors, Inc. 0.74% Reduce -4.3% 6,785 $1.6M
Partners in Financial Planning 0.32% Reduce -0.0% 6,782 $1.6M
Eagle Bluffs Wealth Management LLC 0.85% No change 6,775 $1.6M
Newport Capital Group, LLC 1.16% Add +6.5% 6,770 $1.6M
Sensible Financial Planning & Management, LLC. 0.31% New 6,770 $1.6M
SRH Advisors, LLC 0.48% Add +0.0% 6,761 $1.6M
All Season Financial Advisors, Inc. 1.34% Add +0.4% 6,760 $1.6M
Lesa Sroufe & Co 1.47% Add +0.0% 6,758 $1.6M
BCK Capital Management LP 0.94% Add +24.0% 6,758 $1.6M
Cedar Point Capital Partners, LLC 1.08% Add +1.1% 6,749 $1.6M
Financial Guidance Group, Inc. 0.92% Add +0.0% 6,740 $1.6M
Covestor Ltd 0.98% Reduce -4.8% 6,721 $1.6M
Alamar Capital Management, LLC 0.86% Add +0.0% 6,716 $1.6M
Independent Family Office, LLC 0.78% Add +35.7% 6,824 $1.6M
Ping Capital Management, Inc. 0.87% Reduce -84.9% 6,700 $1.6M
IAG Wealth Partners, LLC 0.29% Add +0.9% 6,686 $1.6M
Boulder Wealth Advisors, LLC 0.85% Add +1.3% 6,685 $1.6M
Heritage Wealth Management, Inc./Texas 0.90% Reduce -1.2% 6,672 $1.6M
Tilson Financial Group, Inc. 0.67% Add +0.1% 6,661 $1.6M
Battery Global Advisors, LLC 0.84% New 6,635 $1.5M
Stonekeep Investments, LLC 1.19% Add +1.4% 6,627 $1.5M
PFS Partners, LLC 0.88% Reduce -3.7% 6,590 $1.5M
Ti-Trust, Inc. 1.10% Reduce -0.6% 6,587 $1.5M
Delta Wealth Advisors LLC 1.47% Reduce -21.7% 6,585 $1.5M
Omega Financial Group, LLC 0.58% Reduce -33.2% 6,567 $1.5M
Rodgers & Associates, LTD 0.18% Add +1.1% 6,541 $1.5M
Caxton Associates LP 0.07% Reduce -98.7% 6,523 $1.5M
Unique Wealth Strategies, LLC 0.66% Add +10.0% 6,522 $1.5M
Verde Capital Management 0.45% Add +83.2% 6,506 $1.5M
Altiora Financial Group, LLC 0.34% No change 6,506 $1.5M
Smart Money Group LLC 0.54% Add +3.9% 6,699 $1.5M
TPG Financial Advisors, LLC 0.68% Add +3.1% 6,468 $1.5M
Briaud Financial Planning Inc 0.78% No change 6,456 $1.5M
Cullen Capital Management, LLC 0.02% No change 6,444 $1.5M
Adapt Wealth Advisors, LLC 0.80% Add +1.4% 6,424 $1.5M
Sequent Planning LLC 0.52% Reduce -0.4% 6,421 $1.5M
Annapolis Financial Services, LLC 0.44% Add +0.5% 6,404 $1.5M
North Point Portfolio Managers Corp. 0.24% No change 6,401 $1.5M
Lutz Financial Services LLC 0.12% Add +5.7% 6,386 $1.5M
Retirement Investment Advisors, Inc. 0.16% Reduce -0.3% 6,377 $1.5M
Lockerman Financial Group, Inc. 2.51% Add +5.1% 6,366 $1.5M
Hyperion Capital Advisors LP 0.69% No change 6,293 $1.5M
Valley Financial Group, Inc. 1.02% Add +0.0% 6,286 $1.5M
Gardner Russo & Quinn 0.01% Reduce -7.7% 6,274 $1.5M
Black Point Wealth Management 1.69% Reduce -26.9% 6,265 $1.5M
Alpha Financial Partners LLC 1.04% Add +8.7% 6,255 $1.5M
Ehrlich Financial Group 1.04% Add +0.2% 6,255 $1.5M
Higgins & Schmidt Wealth Strategies LLC 0.94% Reduce -2.2% 6,252 $1.5M
AMJ Financial Wealth Management 0.42% Reduce -5.8% 6,237 $1.5M
True Wealth Design, LLC 0.57% Reduce -36.6% 6,229 $1.5M
Highland Financial Advisors, LLC 0.52% Reduce -6.0% 6,221 $1.4M
First International Bank & Trust 0.46% Add +8.0% 6,215 $1.4M
MorganRosel Wealth Management, LLC 0.48% Add +0.1% 6,214 $1.4M
Thompson Davis & Co., Inc. 1.07% Reduce -1.3% 6,209 $1.4M
Voya Financial Advisors, Inc. 0.16% Reduce -9.8% 6,338 $1.4M
LGT Financial Advisors LLC 3.56% Reduce -18.7% 6,189 $1.4M
Presilium Private Wealth, LLC 0.33% No change 6,179 $1.4M
Turim 21 Investimentos Ltda. 0.40% No change 6,170 $1.4M
Veltria Advisors Corp. 0.57% Add +9.4% 6,161 $1.4M
Asset Planning Corporation 0.94% No change 6,149 $1.4M
GoalFusion Wealth Management, LLC 0.79% No change 6,142 $1.4M
Monument Group Wealth Advisors, LLC 0.86% Reduce -0.2% 6,136 $1.4M
Silver Lake Advisory, LLC 0.32% Add +0.1% 6,118 $1.4M
Stone House Investment Management, LLC 0.29% Reduce -0.4% 6,112 $1.4M
Greenhouse Wealth Management, LLC 0.96% Add +0.1% 6,107 $1.4M
Aull & Monroe Investment Management Corp 0.66% No change 6,103 $1.4M
Stephen J. Garry & Associates, LLC 1.35% Add +3.4% 6,100 $1.4M
Wheelhouse Advisory Group LLC 0.91% Reduce -4.5% 6,097 $1.4M
Donald L. Hagan, LLC 0.72% Reduce -10.3% 6,087 $1.4M
Mokosak Advisory Group, LLC 0.42% Add +0.1% 6,067 $1.4M
Ridgepath Capital Management LLC 1.12% Add +23.3% 6,028 $1.4M
Hiley Hunt Wealth Management 0.80% Reduce -2.9% 6,011 $1.4M
Atlas Wealth Partners, LLC 2.13% Reduce -1.0% 6,010 $1.4M
Essex Private Wealth Management, LLC 3.29% Reduce -6.2% 6,005 $1.4M
Mork Capital Management, LLC 1.00% No change 6,000 $1.4M
Carmignac Gestion 0.02% Add +100.0% 6,000 $1.4M
Kure Advisory, LLC 1.25% Add +32.2% 5,991 $1.4M
Cobblestone Asset Management LLC 0.83% Add +1.9% 5,947 $1.4M
Squire Investment Management Company, LLC 0.66% Reduce -0.7% 5,929 $1.4M
Game Creek Capital, LP 0.74% Reduce -3.1% 5,925 $1.4M
Beckerman Institutional, LLC 1.16% — 5,923 $1.4M
Prism Advisors, Inc. 0.39% Reduce -3.9% 5,902 $1.4M
Kraft, Davis & Associates, LLC 0.41% Reduce -0.6% 6,054 $1.4M
MBE Wealth Management, LLC 0.76% Add +22.2% 5,890 $1.4M
Maxi Investments CY Ltd 0.37% Reduce -77.3% 5,880 $1.4M
PDT Partners, LLC 0.12% New 5,860 $1.4M
Syverson Strege & Co 0.46% Reduce -26.5% 5,850 $1.4M
Bush Investment Group, LLC 1.09% Reduce -1.7% 5,846 $1.4M
Providence First Trust Co 0.58% Reduce -43.4% 5,833 $1.4M
Alternative Investment Advisors, LLC. 0.71% Add +6.7% 5,831 $1.4M
Pineridge Advisors LLC 0.51% Reduce -0.6% 5,828 $1.4M
Red Tortoise LLC 0.68% No change 5,828 $1.4M
Chico Wealth RIA 1.16% Reduce -4.2% 5,821 $1.4M
Vista Finance, LLC 1.83% Add +0.5% 5,800 $1.4M
Columbia Advisory Partners LLC 1.28% Add +14.2% 5,789 $1.3M
Castellan Group 0.57% Add +206.9% 5,782 $1.3M
Milestones Administradora de Recursos Ltda. 0.54% No change 5,780 $1.3M
Welch Capital Partners LLC 0.30% No change 5,763 $1.3M
HC Advisors, LLC 1.10% Reduce -2.3% 5,763 $1.3M
Durante & Waters, LLC 1.13% Reduce -0.5% 5,762 $1.3M
Your Advocates Ltd., LLP 0.53% Reduce -5.8% 5,758 $1.3M
Cornerstone Advisors Asset Management, LLC 0.30% Add +6.5% 5,755 $1.3M
Ackerman Capital Advisors, LLC 0.35% No change 5,752 $1.3M
Cassia Capital Partners, LLC 0.88% Reduce -5.4% 5,751 $1.3M
Adalta Capital Management LLC 0.69% Reduce -0.9% 5,740 $1.3M
Pitti Group Wealth Management, LLC 1.45% No change 6,928 $1.3M
Elite Life Management LLC 4.34% Add +3.1% 5,707 $1.3M
Afg Fiduciary Services Limited Partnership 0.90% Add +0.1% 5,842 $1.3M
Guidance Capital, Inc. 0.41% Reduce -0.1% 5,631 $1.3M
GG Group Ventures, LLC 1.93% Add +7.9% 5,786 $1.3M
Aquire Wealth Advisors, LLC 0.41% Add +1.7% 5,660 $1.3M
Phillips Wealth Planners LLC 1.26% Add +4.7% 5,681 $1.3M
Scientech Research LLC 0.26% Reduce -50.4% 5,646 $1.3M
Vermillion & White Wealth Management Group, LLC 0.97% Reduce -3.2% 5,641 $1.3M
Galibier Capital Management Ltd. 0.30% Reduce -6.6% 5,635 $1.3M
Gold Investment Management Ltd. 0.55% Add +0.1% 5,656 $1.3M
Clearview Wealth Advisors LLC 1.01% Reduce -5.8% 5,601 $1.3M
Hilltop Wealth Advisors, LLC 0.61% Add +3.1% 5,601 $1.3M
Capital Markets Trading UK LLP 1.21% Reduce -76.9% 5,596 $1.3M
First Fiduciary Investment Counsel, Inc. 0.26% Add +2.9% 5,561 $1.3M
Sirios Capital Management L P 0.23% Reduce -32.9% 5,559 $1.3M
First Washington CORP 0.51% Reduce -13.9% 5,550 $1.3M
DBK Financial Counsel, LLC 1.30% Add +0.1% 5,541 $1.3M
Pacifica Capital Investments, LLC 0.44% Reduce -0.4% 5,540 $1.3M
Sonoma Private Wealth LLC 2.01% Reduce -2.2% 5,540 $1.3M
Optimist Retirement Group LLC 0.58% New 5,535 $1.3M
Bare Financial Services, Inc 0.53% Add +0.0% 5,528 $1.3M
Heck Capital Advisors, LLC 0.15% Reduce -22.1% 5,519 $1.3M
Evolution Advisers, Inc. 0.70% Reduce -1.6% 5,489 $1.3M
Jentner Corp 0.39% Add +5.8% 5,453 $1.3M
JMG Financial Group, Ltd. 0.04% Add +0.0% 5,449 $1.3M
Compton Financial Group, LLC 0.38% No change 5,446 $1.3M
Hummer Financial Advisory Services Inc 1.00% No change 5,437 $1.3M
Cornerstone National Bank & Trust Co 0.57% No change 5,437 $1.3M
Fulcrum Equity Management 1.07% Add +0.2% 5,433 $1.3M
Truefg, LLC 0.41% Add +7.7% 5,390 $1.3M
Blue Barn Wealth, LLC 0.64% Add +66.1% 5,389 $1.3M
Optivise Advisory Services LLC 0.66% Add +4.3% 5,389 $1.3M
Sagace Wealth Management LLC 0.97% Add +34.6% 5,416 $1.3M
Flagship Private Wealth, LLC 0.64% Reduce -3.8% 5,367 $1.3M
Windsor Advisory Group, LLC 1.41% Add +7.4% 5,360 $1.2M
Seaside Wealth Management, Inc. 0.47% Add +0.0% 5,331 $1.2M
Beacon Wealthcare LLC 0.50% Add +4.8% 5,304 $1.2M
Insight Folios Inc 0.44% Reduce -3.7% 5,289 $1.2M
Berkeley, Inc 0.36% Add +141.7% 5,286 $1.2M
TSA Wealth Managment LLC 0.49% Add +5.7% 5,268 $1.2M
Atom Investors LP 0.13% Reduce -82.9% 5,254 $1.2M
Beacon Financial Planning, Inc. 0.75% Reduce -10.4% 5,236 $1.2M
Total Wealth Planning, LLC 0.19% Reduce -0.3% 5,233 $1.2M
Guardian Wealth Management, Inc. 0.86% Reduce -1.9% 5,232 $1.2M
TrueWealth Financial Partners 0.73% No change 5,210 $1.2M
Covey Capital Advisors, LLC 1.33% No change 5,187 $1.2M
Mainsail Financial Group, LLC 0.71% Reduce -2.0% 5,244 $1.2M
Sanctuary Wealth Management, L.L.C. 0.86% No change 5,166 $1.2M
Retirement Financial Solutions, LLC 0.53% Reduce -7.1% 5,160 $1.2M
Green Alpha Advisors, LLC 0.94% Reduce -3.4% 5,146 $1.2M
Portland Investment Counsel Inc. 0.43% No change 5,134 $1.2M
Visionary Horizons, LLC 0.80% Add +4.0% 5,125 $1.2M
American Financial & Tax Strategies Inc. 0.60% Reduce -16.6% 5,113 $1.2M
Hunter Perkins Capital Management, LLC 0.24% No change 5,111 $1.2M
ShankerValleau Wealth Advisors, Inc. 0.41% No change 5,110 $1.2M
True Vision MN LLC 0.71% Reduce -7.7% 5,099 $1.2M
Machina Capital S.A.S. 0.47% New 5,092 $1.2M
Sharkey, Howes & Javer 0.17% Reduce -6.9% 5,068 $1.2M
Poplar Forest Capital LLC 0.16% No change 5,067 $1.2M
Maven Securities LTD 0.13% Reduce -72.3% 5,033 $1.2M
Sheridan Capital Management, LLC 0.83% Add +0.1% 5,027 $1.2M
Van Strum & Towne Inc. 0.41% Reduce -6.2% 5,022 $1.2M
James Hambro & Partners LLP 0.05% Reduce -9.4% 5,017 $1.2M
Walleye Trading LLC 0.03% No change 5,000 $1.2M
Ulysses Management LLC 0.27% New 5,000 $1.2M
Lane Generational LLC 1.45% No change 4,987 $1.2M
Madden Advisory Services, Inc. 0.53% Reduce -4.9% 4,979 $1.2M
Hardin Capital Partners, LLC 0.66% Reduce -0.2% 5,136 $1.2M
Maltin Wealth Management, Inc. 0.56% Add +0.1% 4,965 $1.2M
Hoge Financial Services, LLC 0.87% Add +17.7% 4,963 $1.2M
Awm Capital, LLC 0.14% Reduce -16.3% 4,961 $1.2M
High Probability Advisors, LLC 0.20% Add +17.8% 4,950 $1.2M
New England Professional Planning Group Inc. 0.57% No change 4,944 $1.2M
Marathon Mission, Inc. 0.80% Reduce -24.8% 4,922 $1.1M
Tacita Capital Inc 0.74% Reduce -11.1% 4,892 $1.1M
Horizon Bancorp Inc. 0.53% Reduce -0.3% 4,884 $1.1M
Kingdom Financial Group LLC. 0.85% Reduce -1.3% 4,879 $1.1M
Partnership Wealth Management, LLC 0.80% Add +0.0% 4,873 $1.1M
Peak Financial Advisors LLC 0.58% Reduce -0.1% 4,863 $1.1M
Camelot Portfolios, LLC 1.11% Reduce -49.0% 4,857 $1.1M
Great Oak Capital Partners, LLC 0.39% Add +1.4% 4,978 $1.1M
Merkkuri Wealth Advisors LLC 0.89% Add +4.1% 4,831 $1.1M
Barnett & Company, Inc. 0.74% Add +2.2% 4,822 $1.1M
Lanham O'Dell & Company, Inc. 0.63% Add +8.4% 4,821 $1.1M
Iron Horse Wealth Management, LLC 0.38% Add +5.3% 4,812 $1.1M
Greenfield Seitz Capital Management, LLC 0.41% Reduce -12.7% 4,810 $1.1M
Reaves W H & Co. Inc. 0.03% No change 4,800 $1.1M
Silver Coast Investments LLC 0.41% Reduce -0.5% 4,786 $1.1M
Sightline Wealth Advisors, LLC 0.61% No change 4,780 $1.1M
Range Financial Group LLC 1.52% Reduce -27.3% 4,759 $1.1M
Petra Financial Advisors Inc. 0.73% Add +4.8% 4,753 $1.1M
Argyle Capital Management, LLC 0.44% Add +4.6% 4,745 $1.1M
ZynergyRetirementPlanningLLC 0.78% Reduce -2.1% 4,734 $1.1M
KOM Wealth Management Group, LLC 0.92% Reduce -14.1% 4,731 $1.1M
Forte Asset Management LLC 0.59% Reduce -14.9% 4,731 $1.1M
Fairman Group, LLC 0.99% Add +0.0% 4,721 $1.1M
Ninepoint Partners LP 0.14% Reduce -21.7% 4,718 $1.1M
Priebe Wealth Holdings LLC 0.80% Reduce -2.8% 4,713 $1.1M
Monumental Financial Group Inc. 0.41% Reduce -10.3% 4,696 $1.1M
Hobart Private Capital, LLC 0.28% Add +104.5% 4,681 $1.1M
Topel & Distasi Wealth Management, LLC 0.45% Add +16.3% 4,673 $1.1M
Perkins Capital Management Inc. 1.02% No change 4,650 $1.1M
Pachira Investments Inc. 0.83% Add +5.5% 4,646 $1.1M
Capstone Investment Advisors, LLC 0.04% Reduce -94.1% 4,618 $1.1M
Tillman Hartley LLC 0.32% Reduce -1.7% 4,595 $1.1M
Treasure Coast Financial Planning 0.66% Add +3.4% 4,589 $1.1M
Tandem Wealth Advisors LLC 0.54% Add +0.1% 4,589 $1.1M
Sugar Maple Asset Management, LLC 0.93% Add +85.5% 4,577 $1.1M
Endowment Wealth Management, Inc. 0.70% Reduce -1.1% 4,575 $1.1M
BayBridge Capital Group, LLC 0.77% Add +138.3% 4,563 $1.1M
Fort, L.P. 2.68% Reduce -5.8% 4,555 $1.1M
AJ Advisors, LLC 0.54% Add +1.5% 4,545 $1.1M
Henrickson Nauta Wealth Advisors, Inc. 0.42% Add +4.5% 4,533 $1.1M
Luken Investment Analytics, LLC 0.48% Reduce -4.8% 4,529 $1.1M
Legacy Advisory Services, LLC 0.90% Reduce -5.9% 4,509 $1.1M
Websterrogers Financial Advisors, LLC 0.37% Reduce -2.2% 4,507 $1.1M
Ted Buchan & Co 0.50% Reduce -3.9% 4,497 $1.0M
BIT Capital GmbH 0.10% Add +22.6% 4,471 $1.0M
Boyd Wealth Management, LLC 0.53% Add +3.0% 4,459 $1.0M
Reston Wealth Management LLC 0.38% Add +2.5% 4,457 $1.0M
Klein Pavlis & Peasley Financial, Inc. 0.83% Reduce -1.1% 4,454 $1.0M
Rise Advisors, LLC 0.50% Reduce -1.1% 4,452 $1.0M
Spectrum Investment Advisors, Inc. 0.71% Reduce -1.0% 4,416 $1.0M
Keener Financial Planning LLC 0.67% Reduce -18.0% 4,413 $1.0M
Gimbal Financial 0.67% Reduce -0.7% 4,458 $1.0M
LFA - Lugano Financial Advisors SA 0.69% Add +2.9% 4,378 $1.0M
Unconventional Investor, LLC 0.64% Add +6.7% 4,373 $1.0M
Spectrum Asset Management, Inc. (NB/CA) 0.43% Add +0.5% 4,369 $1.0M
Fusion Family Wealth, LLC 0.09% Add +7.9% 4,340 $1.0M
BCK Partners, Inc. 0.48% Reduce -2.3% 4,337 $1.0M
Stordahl Capital Management, Inc. 0.24% Reduce -0.7% 4,467 $1.0M
Western Financial Corp 0.57% Reduce -7.7% 4,330 $1.0M
Value Partners Investments Inc. 0.08% Add +6.8% 4,294 $1.0M
Significant Wealth Partners LLC 0.52% Add +25.2% 4,301 $1.0M
Altrius Capital Management Inc 0.25% Add +7.2% 4,294 $1.0M
von Borstel & Associates, Inc. 0.56% — 4,282 $997K
Ashford Capital Management Inc. 0.12% Add +6.1% 4,276 $996K
Passive Capital Management, LLC. 0.35% Add +0.5% 4,265 $994K
Equita Financial Network, Inc. 0.36% Reduce -11.1% 4,262 $993K
Graham Capital Management, L.P. 0.05% New 4,231 $986K
Israel Discount Bank of New York 1.46% Reduce -9.5% 4,224 $984K
Straight Path Wealth Management 0.42% Add +0.7% 4,210 $981K
SRN Advisors, LLC 0.87% Reduce -3.6% 4,198 $978K
Long Island Wealth Management, Inc. 0.64% Reduce -3.0% 4,183 $975K
O'Keefe Stevens Advisory, Inc. 0.29% Add +49.5% 4,168 $971K
Semper Augustus Investments 0.16% Reduce -67.3% 4,140 $965K
HFG Advisors, Inc. 0.85% No change 4,120 $960K
Penbrook Management LLC 0.62% No change 4,104 $956K
Regal Partners Ltd 0.08% No change 4,100 $955K
Sharp Wealth Advisory, LLC 0.74% Reduce -7.2% 4,100 $955K
Virtus Advisers, LLC 0.44% New 4,062 $946K
Scott Capital Advisors, LLC 0.27% Reduce -2.9% 4,050 $944K
Strategic Financial Partners, Ltd. 0.48% No change 4,046 $943K
Unison Advisors LLC 0.11% No change 4,046 $943K
USAdvisors Wealth Management, LLC 0.33% Reduce -10.7% 4,132 $941K
American Alpha Advisors, LLC 0.88% — 4,029 $939K
Cyr Financial Inc. 0.88% Reduce -1.0% 4,028 $938K
FFG Partners, LLC 0.36% Add +0.1% 4,021 $937K
ArrowMark Colorado Holdings LLC 0.01% No change 3,992 $930K
LPWM LLC 0.30% No change 4,114 $928K
Gentry Private Wealth, LLC 0.76% Reduce -4.5% 3,974 $926K
Freestate Advisors LLC 0.96% — 3,950 $920K
Shariaportfolio, Inc. 0.49% No change 3,949 $920K
Foundry Partners, LLC 0.05% Reduce -6.0% 3,945 $919K
Valued Wealth Advisors LLC 0.59% Add +12.2% 3,933 $916K
Fluent Financial, LLC 0.44% Reduce -2.0% 3,922 $914K
Keystone Financial Services 0.35% Add +1.0% 3,900 $909K
Riverwater Partners LLC 0.45% Reduce -8.4% 3,985 $904K
Itau Unibanco Holding S.A. 0.03% Reduce -97.8% 3,867 $901K
Treynor Bancshares, Inc. 0.92% Reduce -9.7% 3,861 $900K
Emergent Wealth Advisors, LLC 0.66% Add +14.3% 3,861 $900K
AtlasMark Financial, Inc 0.83% — 3,848 $897K
Gleason Group, Inc. 0.16% Reduce -0.3% 3,830 $893K
SWS Partners 0.28% Add +0.1% 3,825 $891K
Proathlete Wealth Management LLC 0.36% Add +2.3% 3,801 $886K
Woodline Partners LP 0.01% Reduce -0.8% 3,792 $884K
Capital CS Group, LLC 1.07% Reduce -47.5% 3,791 $883K
Bain Capital Public Equity, LP 0.68% Reduce -62.3% 3,791 $883K
Parker Financial LLC 0.44% Reduce -23.9% 3,788 $883K
Cambridge Capital Management, LLC 0.58% Add +41.6% 3,787 $882K
Boston Standard Wealth Management, LLC 0.17% Reduce -5.4% 3,785 $882K
Roble, Belko & Company, Inc 0.14% No change 3,781 $881K
Keeley-Teton Advisors, LLC 0.10% No change 3,780 $881K
CMC Financial Group 1.29% Add +0.1% 3,766 $878K
Hart & Patterson Financial Group LLC 0.42% Reduce -5.5% 3,766 $877K
Capital Management Corp. 0.16% Reduce -5.7% 3,760 $876K
Private Wealth Group, LLC 0.44% Reduce -0.6% 3,747 $873K
Keating Investment Counselors Inc. 0.26% Reduce -2.0% 3,746 $873K
Armor Investment Advisors, LLC 0.36% Reduce -3.1% 3,745 $873K
Hanseatic Management Services Inc. 1.23% Add +5.8% 3,727 $868K
Guardian Wealth Advisors, LLC 0.54% Add +10.6% 3,724 $868K
Two West Capital Advisors LLC 0.70% Add +1.6% 3,710 $865K
Gruss & Co., LLC 6.80% Reduce -54.9% 3,700 $862K
Precision Wealth Strategies, LLC 0.80% Reduce -3.0% 3,690 $860K
Kennon-Green & Company, LLC 0.71% Reduce -10.0% 3,679 $857K
Halpern Financial, Inc. 0.22% Reduce -0.2% 3,775 $856K
Fischer Investment Strategies, LLC 0.74% Reduce -1.1% 3,668 $855K
Cooksen Wealth, LLC 0.80% No change 3,668 $855K
Axiom Financial Strategies, LLC 0.45% New 3,656 $852K
Lam Group, Inc. 0.60% Add +0.0% 3,654 $851K
Avid Wealth Partners LLC 0.60% Add +11.1% 3,652 $851K
Luminvest Wealth Management LLC 0.35% Reduce -3.0% 3,640 $850K
Lowe Wealth Advisors, LLC 0.37% Add +4.9% 3,643 $849K
Harvest Investment Advisors, LLC 0.58% Reduce -64.3% 3,643 $849K
Horizons Wealth Management 0.66% Reduce -5.0% 3,633 $846K
Anfield Capital Management, LLC 0.32% Add +4.3% 3,623 $844K
TAGStone Capital, Inc. 0.43% Add +47.4% 3,617 $843K
Mandatum Life Insurance Co Ltd 0.26% Reduce -8.0% 3,618 $843K
Watchman Group, Inc. 0.22% Reduce -0.5% 3,616 $842K
Whitegate Investment Counselors, Inc. 0.22% Add +0.1% 3,604 $840K
Everstar Asset Management, LLC 0.58% — 3,602 $839K
Horizon Financial Services, LLC 0.50% Reduce -6.5% 3,595 $838K
Weybosset Research & Management LLC 0.28% Reduce -4.7% 3,588 $836K
Sage Financial Management Group, Inc. 0.32% No change 3,578 $834K
Schulz Wealth, LTD. 0.64% No change 3,569 $832K
Denver PWM, LLC 0.31% Reduce -14.6% 3,545 $826K
O'Connor Financial Group LLC 0.43% Add +1.8% 3,537 $824K
Passumpsic Savings Bank 0.54% Add +9.4% 3,528 $822K
Whitcomb & Hess, Inc. 0.24% Reduce -0.8% 3,513 $819K
Team Financial Group, LLC 0.49% Add +0.4% 3,507 $817K
Hoya Capital Real Estate, LLC 15.13% No change 3,500 $816K
Silverberg Bernstein Capital Management LLC 0.75% No change 3,500 $816K
Phraction Management LLC 0.31% Reduce -2.8% 3,500 $816K
Ironsides Asset Advisors, LLC 0.24% Add +59.7% 3,497 $815K
Standard Family Office LLC 0.99% No change 3,493 $814K
Carolina Wealth Advisors, LLC 0.41% Add +1.3% 3,489 $813K
Capstone Capital LLC 0.67% Add +4.8% 3,486 $812K
Allie Family Office LLC 0.44% Add +23.0% 3,481 $811K
MontVue Capital Management, Inc. 0.62% Reduce -0.7% 3,476 $810K
Raub Brock Capital Management LP 0.16% No change 3,470 $809K
Caitlin John, LLC 0.52% Reduce -5.6% 3,578 $805K
Arrien Investments, Inc. 0.58% Reduce -7.9% 3,452 $804K
Scholtz & Company, LLC 0.38% Add +54.4% 3,450 $804K
Salzhauer Michael 0.51% No change 3,418 $796K
TL Private Wealth 0.36% Add +3.9% 3,583 $794K
Darrow Company, Inc. 0.46% Add +20.2% 3,401 $792K
Vinland Capital Management Gestora de Recursos LTDA. 3.01% Reduce -83.0% 3,390 $790K
DHK Financial Advisors, Inc. 0.48% Reduce -2.3% 3,385 $789K
Signature Resources Capital Management, LLC 0.72% Reduce -27.1% 3,378 $787K
Martin Capital Partners, LLC 0.38% Add +0.0% 3,336 $777K
Tenon Financial LLC 0.51% Reduce -1.2% 3,330 $776K
Counterpoint Mutual Funds LLC 0.15% New 3,328 $775K
NDWM LLC 0.64% Add +0.1% 3,318 $773K
Traction Financial Partners, LLC 0.61% Reduce -5.0% 3,318 $773K
City Center Advisors, LLC 0.86% Reduce -2.3% 3,315 $772K
Johnson Financial Group, LLC 0.09% Add +2.4% 3,311 $771K
BCU Wealth Advisors, LLC 0.46% Add +0.1% 3,303 $770K
Oberweis Asset Management Inc./ 0.04% Reduce -2.7% 3,292 $767K
Kinloch Capital, LLC 0.37% Add +6.5% 3,277 $764K
Ameraudi Asset Management, Inc. 0.35% No change 3,258 $759K
Family Wealth Partners, LLC 0.39% Add +5.2% 3,257 $759K
Cravens & Co Advisors, LLC 0.59% Reduce -1.5% 3,257 $759K
Financial Futures Ltd Liability Co. 0.43% Reduce -1.8% 3,250 $757K
Legacy Wealth Management, LLC 0.05% Add +224.4% 3,247 $757K
Main Line Retirement Advisors, LLC 0.52% Add +2.8% 3,237 $754K
Grunden Financial Advisory, Inc. 0.37% Add +0.1% 3,221 $751K
Legacy Investment Solutions, LLC 0.46% — 3,330 $750K
Legacy Wealth Managment, LLC 0.46% — 3,330 $750K
Arcadia Wealth Management, LLC 0.39% Reduce -2.5% 3,207 $747K
Copley Financial Group, Inc. 0.68% — 3,202 $746K
MTM Financial Group, LLC 0.45% Reduce -0.9% 3,180 $741K
Group One Trading LLC 0.03% New 3,172 $739K
Sound Stewardship, LLC 0.41% Add +3.6% 3,166 $738K
Crestmont Private Wealth LLC 0.32% Add +4.8% 3,166 $738K
Joule Financial, LLC 0.27% Add +3.5% 3,154 $735K
Graham Capital Wealth Management, LLC 0.78% Add +5.5% 3,150 $734K
Mission Hills Financial Advisory, LLC 0.62% — 3,215 $731K
Clark Estates Inc. 0.13% No change 3,111 $725K
Evergreen Advisors, LLC 0.20% Add +4.1% 3,104 $723K
Chesapeake Capital Corp. 0.65% Reduce -5.8% 3,086 $719K
Magnolia Wealth Management, LLC 0.51% Add +34.6% 3,080 $718K
Boyar Asset Management Inc. 0.46% No change 3,071 $716K
Quarry Hill Advisors, LLC 0.48% Reduce -1.8% 3,062 $713K
Twele Capital Management, Inc. 0.15% Add +153.6% 3,048 $710K
Bridgefront Capital, LLC 0.27% New 3,040 $708K
Bluestem Financial Advisors, LLC 0.33% Reduce -1.6% 3,007 $701K
Codex Capital Asset Management L.L.C. 0.31% No change 3,000 $699K
Fosun International Ltd 0.23% No change 3,000 $699K
Prairiewood Capital, LLC 0.30% Reduce -1.8% 2,995 $698K
Investments & Financial Planning, LLC 0.44% Add +0.1% 2,973 $693K
Mawer Investment Management Ltd. 0.00% No change 2,960 $690K
Spectrum Planning & Advisory Services Inc. 0.66% Reduce -19.5% 2,959 $690K
Advisory Services & Investments, LLC 0.47% Reduce -6.0% 2,942 $686K
Foundry Financial Group, Inc. 0.43% Reduce -0.1% 2,926 $682K
Ridgewood Investments LLC 0.34% Reduce -12.7% 2,925 $681K
Ecofi Investissements SA 0.45% No change 3,650 $680K
SVB Wealth LLC 0.58% Reduce -99.8% 2,919 $680K
American Asset Management Inc. 0.73% No change 2,910 $678K
Walker Financial Services, Inc. 0.46% Add +6.3% 2,903 $676K
Moneywise, Inc. 0.33% Add +15.7% 2,889 $673K
Dynamic Wealth Strategies, LLC 0.55% Reduce -0.2% 2,890 $673K
Atlas Financial Advisors, Inc. 1.06% Add +3.1% 2,866 $668K
Coerente Capital Management 0.12% Reduce -0.9% 2,865 $668K
Stuart Chaussee & Associates, Inc. 0.17% Add +0.0% 2,850 $664K
Left Brain Wealth Management, LLC 0.31% Add +1.1% 2,847 $663K
Peterson Financial Group, Inc. 2.54% Add +1.3% 2,834 $660K
S&T Bank 0.17% Reduce -7.5% 2,833 $660K
Alpha Financial Advisors, LLC 0.29% Add +11.5% 2,827 $659K
Hapanowicz & Associates Financial Services, Inc 0.33% Add +1.8% 2,802 $653K
Mizuho Bank, Ltd. 0.13% Add +3.7% 2,800 $652K
VanderPol Investments L.L.C. 1.45% Reduce -2.2% 2,785 $649K
Capital Wealth Management, LLC 0.28% Reduce -4.1% 2,775 $647K
Martel Wealth Advisors LLC 0.13% Reduce -9.1% 2,826 $641K
Lunt Capital Management, Inc. 0.30% No change 2,747 $640K
Idaho Trust Co 0.31% No change 2,732 $637K
Financial Architects, LLC 0.41% Reduce -14.6% 2,715 $633K
Oceanside Advisors LLC 0.47% Reduce -1.7% 2,698 $629K
Investment Planning Advisors, Inc. 0.32% No change 2,985 $629K
Core Wealth Management, Inc. 0.25% No change 2,968 $625K
Laurel Wealth Planning LLC 0.41% Reduce -30.9% 2,681 $625K
Schwallier Wealth Management LLC 0.45% Add +3.2% 2,676 $624K
Forum Private Client Group LLC 0.28% Reduce -0.6% 2,669 $622K
TKG Advisors, LLC 0.31% Reduce -2.1% 2,660 $620K
Leading Edge Financial Planning LLC 0.21% Add +4.6% 2,640 $615K
True Link Financial Advisors, LLC 0.05% Reduce -6.8% 2,633 $613K
Stegner Investment Associates Inc. 0.42% Reduce -0.9% 2,624 $611K
Avalon Advisory Group 0.28% No change 2,622 $611K
Leverty Financial Group, LLC 0.33% Reduce -8.1% 2,620 $610K
Diversified Investment Strategies, LLC 0.40% No change 2,615 $609K
PACK Private Wealth, LLC 0.34% Reduce -3.3% 2,610 $608K
MAS Advisors LLC 1.30% Reduce -3.6% 2,608 $608K
Corepath Wealth Partners LLC 0.59% Add +1.2% 2,622 $606K
Beddow Capital Management Inc. 0.26% No change 2,600 $606K
Rpo LLC 0.94% Reduce -49.5% 2,600 $606K
Corrado Advisors, LLC 0.38% Add +11.2% 2,595 $605K
Lauer Wealth, LLC 0.47% Reduce -1.2% 2,619 $604K
Beacon Financial Strategies CORP 0.41% No change 2,587 $603K
AIFG Consultants Ltd. 0.46% Reduce -4.8% 2,572 $599K
Erickson Financial Group, LLC 0.43% No change 2,566 $598K
Olympiad Research LP 0.39% Add +78.8% 2,551 $594K
Louisbourg Investments Inc. 0.15% No change 2,940 $594K
Williamson Legacy Group, LLC 0.39% Reduce -1.2% 2,519 $587K
LifePlan Financial, LLC 0.50% Reduce -2.1% 2,518 $587K
Rice Hall James & Associates, LLC 0.03% No change 2,510 $585K
Arlington Capital Management, Inc. 0.48% Add +10.1% 2,503 $583K
Innova Wealth Partners 0.48% Reduce -75.5% 2,503 $583K
Shearwater Capital LLC 0.40% No change 2,500 $583K
nVerses Capital, LLC 0.27% Add +19.1% 2,500 $583K
Kahn Brothers Group Inc. 0.10% No change 2,492 $581K
Tull Financial Group, Inc. 0.35% — 2,465 $574K
One Wealth Map LLC 0.34% No change 2,451 $573K
Morton Community Bank 0.15% No change 2,444 $569K
Seven Eight Capital, LP 0.05% Reduce -87.2% 2,439 $568K
Cadence Wealth Management LLC 0.46% Reduce -15.6% 2,428 $566K
Dakota Community Bank & Trust NA 2.84% Reduce -0.6% 2,425 $565K
Randolph Co Inc 0.07% No change 2,411 $562K
Absolute Capital Management, LLC 0.33% Reduce -2.1% 2,408 $561K
Fairholme Capital Management 0.04% No change 2,400 $559K
Wall Street Financial Group, Inc. 0.59% New 2,397 $559K
Tanglewood Wealth Management, Inc. 0.06% Reduce -51.2% 2,393 $558K
Boothe Investment Group, Inc. 0.25% Reduce -4.7% 2,369 $552K
Peloton Wealth Strategists 0.22% No change 2,359 $550K
Wela Strategies, Inc. 0.24% Reduce -0.2% 2,344 $546K
Navis Wealth Advisors, LLC 0.59% Add +8.1% 2,326 $542K
VERITY Wealth Advisors 0.38% No change 2,318 $540K
SkyView Investment Advisors, LLC 0.09% Reduce -0.5% 2,313 $539K
Mendota Financial Group, LLC 0.26% Add +3.8% 2,311 $538K
Kraft Asset Management, LLC 0.42% Add +1.7% 2,306 $537K
LPF Advisors LLC 0.46% Reduce -2.9% 2,288 $533K
Kiely Wealth Advisory Group, Inc. 0.34% No change 2,353 $529K
Andina Capital Management, LLC 0.40% Reduce -10.6% 2,264 $528K
Global Wealth Management, LLC 0.35% — 2,249 $524K
Horizon Advisory Services, Inc. 0.24% Add +6.6% 2,224 $518K
Beacon Capital Management, Inc. 0.02% Reduce -3.5% 2,219 $517K
Sachem Hill LLC 0.10% Reduce -1.3% 2,201 $513K
Wallace Hart LLC 0.38% Add +102.0% 2,166 $505K
LifeGuide Financial Advisors, LLC 0.22% Reduce -15.5% 2,165 $504K
Goodwin Investment Advisory 0.22% New 2,156 $502K
Orcam Financial Group 0.49% No change 2,149 $501K
Stage Harbor Financial, LLC 0.46% Reduce -10.7% 2,196 $500K
Trademark Financial Management, LLC 0.40% Reduce -6.2% 2,144 $500K
Hassell Wealth Management, LLC 0.21% Add +0.1% 2,208 $499K
Keene & Associates, Inc. 0.37% Reduce -0.2% 2,121 $494K
Kickstand Ventures, Llc. 0.13% Reduce -6.8% 2,121 $494K
NorthLanding Financial Partners, LLC 0.49% Reduce -56.9% 2,121 $494K
Petrus Trust Company, LTA 0.05% Reduce -20.1% 2,119 $494K
Adaptive Financial Consulting, LLC 0.20% No change 2,117 $493K
Advantage Trust Co 0.33% No change 2,105 $490K
Stack Financial Management, Inc 0.04% No change 2,101 $490K
Alpha Square Group S LLC 1.28% Add +31.3% 2,100 $489K
Virtus Family Office LLC 0.65% No change 2,100 $489K
Bayesian Capital Management, LP 0.06% Reduce -94.5% 2,100 $489K
NFC Investments, LLC 0.14% Reduce -33.4% 2,100 $489K
Conscious Wealth Investments, LLC 0.34% Reduce -4.0% 2,118 $489K
Aspect Partners, LLC 0.27% Add +3.6% 2,083 $485K
Sunesis Advisors, LLC 0.29% No change 2,081 $485K
New Harbor Financial Group, LLC 0.14% Reduce -48.9% 2,072 $483K
Balanced Rock Investment Advisors LLC 0.37% Reduce -1.6% 2,051 $478K
Mirabella Financial Services LLP 0.03% Reduce -96.3% 2,014 $469K
Intrinsic Value Partners, LLC 0.47% No change 2,012 $469K
Glaxis Capital Management, LLC 1.82% New 2,000 $466K
Beaumont Asset Management, L.L.C. 0.27% New 1,990 $464K
Marmo Financial Group, LLC 0.25% Add +17.6% 1,977 $460K
Semmax Financial Advisors Inc. 0.13% Reduce -10.9% 2,047 $459K
Dean, Jacobson Financial Services, LLC 0.34% Add +4.6% 1,957 $456K
Resolute Advisors LLC 0.09% Add +25.5% 1,951 $455K
Strategic Equity Management 0.21% Add +31.3% 1,940 $452K
BancFirst Trust & Investment Management 0.15% Reduce -3.2% 1,983 $452K
Eisler Capital (US) LLC 0.08% Reduce -93.6% 1,923 $448K
AlphaQuest LLC 0.04% Add +95950.0% 1,921 $448K
GQG Partners LLC 0.00% Reduce -100.0% 1,915 $446K
McClarren Financial Advisors, Inc. 0.06% Add +249.6% 18,404 $444K
North Ridge Wealth Advisors, Inc. 0.30% No change 1,901 $443K
Continuum Wealth Advisors, LLC 0.23% Reduce -28.4% 1,876 $437K
ETF Store, Inc. 0.45% Add +17.8% 1,869 $435K
Frontier Asset Management, LLC 0.14% Add +12.2% 1,859 $433K
Alexander Randolph Advisory, Inc. 0.38% Reduce -0.8% 1,853 $432K
swisspartners Advisors Ltd 0.40% No change 2,188 $431K
Ironwood Investment Management LLC 0.21% No change 1,836 $428K
Breakwater Investment Management 0.18% Reduce -9.7% 1,835 $428K
Kathleen S. Wright Associates Inc. 0.17% Reduce -2.2% 1,800 $419K
AF Advisors, Inc. 0.06% Add +0.3% 1,793 $418K
William B. Walkup & Associates, Inc. 0.26% Reduce -1.0% 1,774 $413K
IFS Advisors, LLC 0.33% No change 1,770 $413K
Sherbrooke Park Advisers LLC 0.09% Reduce -79.9% 1,769 $412K
Atlantic Private Wealth, LLC 0.31% Add +12.8% 1,768 $412K
McCarthy & Cox 0.16% Add +3.9% 1,767 $412K
S. R. Schill & Associates 0.29% Reduce -90.7% 1,757 $409K
Schiavi & Co LLC 0.15% Add +0.1% 1,748 $407K
Livelsberger Financial Advisory 8.45% Add +0.1% 1,729 $403K
Jim Saulnier & Associates, LLC 0.39% — 1,716 $400K
Marathon Strategic Advisors, LLC 0.42% Reduce -5.9% 1,705 $397K
Deane Retirement Strategies, Inc. 0.19% No change 1,704 $397K
Yardley Wealth Management LLC 0.23% — 1,701 $396K
Richardson Capital Management LLC 0.28% Reduce -1.1% 1,694 $395K
Buska Wealth Management, LLC 0.14% Reduce -0.1% 1,680 $391K
Ciovacco Capital Management LLC 0.23% Add +20.7% 1,676 $390K
DORVAL Corp 0.16% No change 1,700 $389K
Meixler Investment Management, Ltd. 0.28% Reduce -6.2% 1,653 $385K
Jacobson & Schmitt Advisors, LLC 0.08% No change 1,651 $385K
Acute Investment Advisory, LLC 0.22% No change 1,648 $384K
Cultivar Capital, Inc. 0.31% No change 1,638 $382K
Roger Wittlin Investment Advisory, LLC 0.22% No change 1,618 $377K
Citadel Investment Advisory, Inc. 0.20% No change 1,600 $373K
ArchPoint Investors 0.12% No change 1,586 $370K
Pacific Wealth Management 0.17% No change 1,580 $368K
Parkwoods Wealth Partners, LLC 0.30% — 1,577 $367K
Contravisory Investment Management, Inc. 0.08% No change 1,564 $364K
F&V Capital Management, LLC 0.09% No change 1,555 $362K
Letson Investment Management, Inc. 0.14% No change 1,549 $361K
Peirce Capital Management, LLC 0.18% Reduce -27.4% 1,540 $359K
Alpha Omega Group, Inc. 0.49% Reduce -8.1% 1,539 $359K
BCR Wealth Strategies, LLC 0.17% No change 1,537 $358K
Vannoy Advisory Group, Inc. 0.26% No change 1,532 $357K
Kings Path Partners LLC 0.15% Reduce -0.2% 1,527 $356K
Kirr Marbach & Co. LLC 0.08% No change 1,522 $355K
Hillcrest Wealth Advisors - NY, LLC 0.18% No change 1,514 $353K
Divergent Wealth Advisors 0.06% Add +0.1% 1,508 $351K
MilWealth Group LLC 0.10% No change 1,501 $350K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.06% No change 1,500 $350K
Brooklyn FI, LLC 0.12% Reduce -6.0% 1,492 $348K
Platt Investment Counsel, LLC 0.31% No change 1,487 $346K
Innovator Capital Management, LLC 30.07% — 1,477 $344K
Disciplined Growth Investors Inc. 0.01% No change 1,464 $341K
First Wilshire Securities Management Inc. 0.10% Reduce -3.0% 1,462 $341K
Arbor Wealth Advisors LLC 0.31% Add +0.1% 1,457 $339K
Cove Street Capital, LLC 0.26% New 1,450 $338K
SigFig Wealth Management, LLC 0.01% Reduce -14.4% 1,780 $338K
Bay Harbor Wealth Management, LLC 0.11% Add +15.1% 1,443 $336K
Old Mission Capital LLC 0.01% New 1,432 $334K
R.m.sincerbeaux Capital Management LLC 0.20% Reduce -14.2% 1,414 $329K
Asset Planning Services Inc. /La/ 0.16% Add +0.1% 1,408 $328K
Socha Financial Group, LLC 0.14% Add +0.1% 1,405 $327K
Capital Wealth Alliance, LLC 0.19% Reduce -89.6% 1,404 $327K
ESL Trust Services, LLC 0.07% Reduce -15.4% 1,402 $327K
Kitching Partners, LLC 0.44% New 1,393 $325K
Accordant Advisory Group Inc 0.36% Add +10.8% 1,384 $322K
Conestoga Capital Advisors, LLC 0.00% Reduce -52.9% 1,380 $322K
Burrus Financial Services, Inc. 0.16% Add +0.1% 1,378 $321K
OxenFree Capital LLC 0.25% Reduce -34.3% 1,377 $321K
Bear Mountain Capital, Inc. 0.13% No change 1,363 $319K
Brown Financial Advisory 0.22% Add +0.1% 1,365 $318K
Crosspoint Financial, LLC 1.09% No change 1,364 $318K
MBB Public Markets I LLC 0.03% Reduce -99.9% 1,350 $315K
Templeton & Phillips Capital Management, LLC 0.24% Add +6.7% 1,340 $312K
American Capital Management Inc. 0.01% No change 1,316 $307K
Lighthouse Investment Partners, LLC 0.02% Reduce -96.7% 1,315 $306K
Hoese & Co LLP 0.26% Add +43.9% 1,312 $306K
Summit Investment Advisory Services, LLC 0.16% Reduce -76.4% 1,311 $305K
Revere Asset Management, Inc 0.24% Reduce -94.0% 1,305 $304K
Kapitalo Investimentos Ltda 0.07% Reduce -38.0% 1,304 $304K
Touchstone Capital, Inc. 0.46% No change 1,300 $303K
DSC Advisors, L.P. 2.76% Reduce -12.0% 1,300 $303K
Investment Management Associates Inc. 0.12% New 1,281 $298K
Samjo Management, LLC 0.10% No change 1,280 $298K
ONE Advisory Partners, LLC 0.13% New 1,278 $298K
Financial Life Advisors 0.11% Reduce -0.4% 1,262 $294K
Raymond James Trust Co. of NH 2.40% Add +2.4% 1,251 $291K
Compass Financial Group, Inc. 0.13% Reduce -0.6% 1,249 $291K
Members Advisory Group LLC 0.14% Reduce -3.1% 1,238 $289K
Amara Financial, Llc. 0.28% — 1,238 $288K
Stuart Investment Advisors, Inc. 0.16% No change 1,215 $283K
Thor Investment Management Inc. /Oh/ 0.21% Add +1.9% 1,210 $282K
AlphaQ Advisors LLC 0.79% Add +1.3% 1,209 $282K
Fee-Only Financial Planning, L.C. 0.18% No change 1,202 $280K
Safir Wealth Advisors, LLC 0.21% No change 1,200 $280K
Envision Financial Planning, LLC 0.15% No change 1,196 $279K
Savior LLC 1.52% Add +0.1% 1,177 $274K
Cardinal Capital Management, Inc. 0.01% No change 1,175 $274K
Midwest Heritage Bank, FSB 0.13% Reduce -22.4% 1,160 $270K
Schaeffer Financial LLC 0.27% Reduce -2.8% 1,157 $269K
Applied Capital LLC 0.14% Reduce -6.9% 1,153 $269K
Eldred Rock Partners, LLC 0.09% New 1,152 $268K
Hanover Advisors Inc. 0.11% No change 1,146 $267K
WJ Interests, LLC 0.12% New 1,140 $266K
Pillar Wealth Advisors, LLC 7.83% Reduce -74.2% 1,124 $262K
Fairway Wealth LLC 0.13% Reduce -38.5% 1,107 $258K
FIDELIS iM, LLC 0.12% New 1,096 $255K
Axim Planning & Wealth 0.29% Add +12.5% 1,087 $253K
Chartist Inc. 0.13% Reduce -0.8% 1,067 $249K
Mills Wealth Advisors LLC 0.17% No change 1,059 $247K
1492 Capital Management LLC 0.12% Reduce -1.4% 1,052 $245K
Robotti Robert 0.04% Add +0.1% 1,048 $244K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.17% No change 1,040 $242K
Swan Global Investments, LLC 0.01% Reduce -15.7% 1,029 $240K
Cornerstone Management, Inc. 0.05% Reduce -19.5% 1,022 $238K
Twin City Private Wealth, LLC 0.20% Add +3.5% 1,004 $234K
SMH Capital Advisors Inc. 1.45% Add +1.3% 1,004 $234K
Theory Financial LLC 0.10% No change 1,031 $233K
Simplify Asset Management Inc. 0.02% No change 997 $232K
Triune Financial Partners, LLC 0.07% Add +0.1% 980 $228K
Sage Financial Group Inc. 0.02% No change 977 $228K
Melia Wealth LLC 0.12% New 956 $223K
LBJ Family Wealth Advisors, Ltd. 0.13% New 944 $220K
Causeway Capital Management LLC 0.01% New 939 $219K
SIMA Wealth Partners, LLC 0.19% Reduce -2.3% 938 $219K
Brookmont Capital Management 0.11% New 930 $217K
Williams Financial, LLC 0.14% New 930 $217K
Mizuho Securities Co. Ltd. 0.53% Reduce -76.0% 930 $217K
Sterling Investment Advisors LLC 0.12% New 928 $216K
Piedmont Capital Management, LLC 0.13% New 930 $216K
TFO Wealth Partners, LLC 0.04% New 922 $215K
Redmont Wealth Advisors LLC 0.33% Reduce -60.7% 914 $213K
Family CFO Inc 0.12% No change 890 $207K
EMC Capital Management 0.13% Add +7.3% 892 $201K
Clarity Asset Management, Inc. 0.13% Reduce -27.7% 792 $184K
Talon Private Wealth, LLC 0.04% — 790 $184K
Perritt Capital Management Inc 0.09% Reduce -2.5% 751 $175K
BOCHK Asset Management Ltd 0.05% Reduce -98.0% 700 $163K
MidAtlantic Capital Management, Inc. 0.12% No change 688 $160K
Cordant, Inc. 0.08% Add +34.3% 678 $158K
Disciplined Equity Management, Inc. 0.10% No change 666 $155K
Grayhawk Investment Strategies Inc. 0.21% No change 588 $137K
Disciplina Capital Management LLC 0.02% Reduce -14.3% 585 $136K
Friedenthal Financial 0.08% No change 578 $135K
West Tower Group, LLC 0.25% Reduce -75.0% 500 $117K
ARK Investment Management 0.00% New 474 $110K
Access Investment Management LLC 0.03% No change 417 $97K
PayPay Securities Corp 8.32% Add +72.8% 401 $93K
Teachers Insurance & Annuity Association of America 0.12% — 330 $77K
Morgan Dempsey Capital Management LLC 0.03% No change 330 $77K
SPX Gestao de Recursos Ltda 0.01% New 305 $71K
Christopher J. Hasenberg, Inc 0.03% Add +88.9% 306 $69K
Geo Capital Gestora de Recursos Ltd 0.07% Reduce -15.2% 263 $61K
Hussman Strategic Advisors, Inc. 0.01% No change 210 $49K
4Thought Financial Group Inc. 0.03% No change 206 $48K
Bull Oak Capital, LLC 0.02% New 155 $36K
New Age Alpha Advisors, LLC 0.02% Add +90.9% 105 $25K
Avenir Tech Ltd 0.10% No change 100 $23K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Reduce -93.8% 80 $19K
Longfellow Investment Management Co. LLC 0.00% No change 81 $19K
Consultiva Wealth Management, Corp. 0.13% Add +32.1% 70 $16K
Abich Financial Wealth Management LLC 0.03% Reduce -98.3% 58 $14K
Quarry LP 0.00% Reduce -86.0% 37 $9K
SYSTM Wealth Solutions LLC 0.17% — 24 $6K
Berkshire Capital Holdings Inc. 0.00% Reduce -100.0% 10 $2K
Capco Asset Management, LLC 0.00% No change 8 $2K

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