AppleAAPL

13F holders, Q4 2024 (December 31)
5,664holders +564
89new positions
91sold out
23famous investors
$250.24avg. 13F price*

At the end of Q4 2024, 5,664 institutions reported holding Apple Inc. (AAPL) in their 13F filings, up 564 from Q3 2024. 89 opened new positions and 91 sold out. The largest holders were Vanguard Group Inc. ($349.5B), BlackRock, Inc. ($281.3B) and State Street Corp. ($149.1B). 23 famous investors held it, including Duan Yongping (70.5% of H&H International Investment's portfolio), Warren Buffett (28.1% of Berkshire Hathaway's portfolio) and Ken Fisher (5.9% 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions89$5.9B
Exits91$3.2B

All 13F filers, Q3 2024 → Q4 2024: 301,044,637 shares bought and 213,136,572 shares sold, net +87,908,065 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5,664 holders

Vanguard Group Inc. 6.09% Add +3.6% 1,395,785,512 $349.5B
BlackRock, Inc. 5.71% Add +2.7% 1,123,417,607 $281.3B
State Street Corp. 5.89% Add +2.0% 595,501,507 $149.1B
FMR LLC 5.12% Reduce -6.1% 341,640,974 $85.6B
Geode Capital Management, LLC 6.59% Add +1.9% 340,164,913 $85.0B
Berkshire Hathaway 28.12% No change 300,000,000 $75.1B
Morgan Stanley 4.18% Add +2.9% 238,264,141 $59.7B
T. Rowe Price Associates Inc. 6.36% Reduce -6.6% 220,107,535 $55.1B
Norges Bank 6.15% Add +3.4% 187,160,162 $46.9B
JPMorgan Chase & Co. 3.63% Add +2.1% 183,008,151 $45.8B
Northern Trust Corp. 6.08% Add +13.3% 171,385,531 $42.9B
Bank of America Corp. 2.75% Reduce -4.5% 118,785,350 $29.7B
Legal & General Group Plc 7.34% Reduce -3.1% 110,828,969 $27.8B
Bank of New York Mellon Corp 5.05% Reduce -0.4% 109,191,964 $27.3B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 6.12% Add +14.3% 104,706,358 $26.2B
Charles Schwab Investment Management Inc. 4.53% Add +3.3% 98,099,411 $24.6B
Goldman Sachs Group Inc. 4.37% Add +5.3% 91,057,452 $22.8B
Wellington Management Group LLP 4.10% Reduce -7.4% 89,249,664 $22.3B
Nuveen Asset Management, LLC 5.68% Reduce -2.9% 80,181,514 $20.1B
Capital Research Global Investors 3.72% Add +1.1% 72,183,884 $18.1B
Invesco Ltd. 3.06% Add +0.0% 65,903,964 $16.5B
Royal Bank of Canada 3.46% Add +4.7% 63,852,842 $16.0B
UBS Group AG 3.42% Add +3.0% 60,933,369 $15.3B
Fisher Asset Management 5.91% Add +1.1% 59,290,044 $14.8B
Wells Fargo & Company 3.50% Reduce -2.0% 57,915,929 $14.5B
Capital International Investors 2.64% Reduce -2.4% 56,040,143 $14.0B
Dimensional Fund Advisors LP 3.24% Add +2.4% 53,892,219 $13.5B
Amundi 4.53% Add +0.4% 53,539,248 $13.0B
Franklin Resources Inc. 3.36% Add +2.2% 47,386,701 $11.9B
Ameriprise Financial Inc. 3.01% Reduce -4.3% 46,676,849 $11.7B
Deutsche Bank AG 4.28% Reduce -3.4% 43,606,265 $10.9B
Swiss National Bank 7.16% Reduce -0.7% 42,951,268 $10.8B
H&H International Investment 70.50% Reduce -22.6% 40,864,577 $10.2B
California Public Employees Retirement System 6.67% Add +2.0% 39,805,248 $10.0B
Jennison Associates LLC 6.00% Reduce -3.6% 39,484,722 $9.9B
HSBC Holdings PLC 6.13% Reduce -6.9% 39,471,581 $9.9B
Barclays PLC 4.80% Reduce -32.6% 38,666,511 $9.7B
Sumitomo Mitsui Trust Group, Inc. 6.05% Add +3.8% 35,808,108 $9.0B
American Century Companies Inc. 4.85% Reduce -5.0% 33,632,068 $8.4B
Capital World Investors 1.23% Reduce -25.8% 32,173,747 $8.1B
Janus Henderson Group PLC 3.98% Reduce -1.0% 31,281,736 $7.8B
Bank of Montreal 3.84% Reduce -8.4% 30,594,861 $7.7B
Raymond James Financial Inc. 2.75% — 29,762,374 $7.5B
Rhumbline Advisers 6.36% Reduce -2.0% 28,377,163 $7.1B
National Pension Service 6.42% Reduce -2.8% 27,094,436 $6.8B
Massachusetts Financial Services Co. 2.11% Reduce -6.6% 26,653,858 $6.7B
Arrowstreet Capital, Limited Partnership 5.34% Reduce -1.4% 26,624,155 $6.7B
Alliancebernstein L.P. 2.26% Reduce -4.3% 26,578,866 $6.7B
State Farm Mutual Automobile Insurance Co. 5.85% No change 25,661,032 $6.4B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 6.50% Reduce -5.2% 24,118,715 $6.0B
Mitsubishi UFJ Asset Management Co., Ltd. 5.81% Add +10.7% 24,652,511 $6.0B
California State Teachers Retirement System 6.95% Add +0.9% 23,773,861 $6.0B
Principal Financial Group Inc. 2.97% Reduce -0.7% 21,727,015 $5.4B
Nordea Investment Management AB 5.55% Add +7.7% 21,051,418 $5.3B
LPL Financial LLC 2.00% Add +6.0% 19,616,292 $4.9B
PNC Financial Services Group, Inc. 3.24% Reduce -1.9% 19,350,242 $4.8B
New York State Common Retirement Fund 6.45% Reduce -1.8% 19,211,498 $4.8B
Swedbank AB 5.77% Add +4.8% 18,725,882 $4.7B
TD Asset Management Inc 4.10% Add +3.5% 18,504,403 $4.6B
Manufacturers Life Insurance Company, The 4.00% Add +2.4% 18,198,754 $4.6B
Sanders Capital, LLC 6.43% Reduce -4.6% 17,547,392 $4.4B
Fayez Sarofim & Co 10.41% Add +1.6% 17,035,394 $4.3B
Neuberger Berman Group LLC 3.39% Reduce -1.2% 17,042,769 $4.3B
BNP Paribas Financial Markets 3.21% Add +27.7% 16,393,414 $4.1B
Clearbridge Investments, LLC 3.25% Reduce -0.4% 15,979,440 $4.0B
Schroder Investment Management Group 3.81% Add +17.3% 15,891,824 $4.0B
Canada Pension Plan Investment Board 3.66% Add +28.5% 15,356,490 $3.8B
Prudential Financial Inc. 5.15% Reduce -6.7% 15,006,422 $3.8B
Citigroup Inc. 3.62% Reduce -15.4% 14,996,134 $3.8B
SG Americas Securities, LLC 16.00% Reduce -30.9% 14,569,726 $3.6B
Voya Investment Management LLC 4.34% Reduce -10.1% 14,361,520 $3.6B
CANADA LIFE ASSURANCE Co 6.18% Add +4.4% 14,315,134 $3.6B
Mariner, LLC 5.94% Add +3.4% 14,134,239 $3.5B
State Board of Administration of Florida Retirement System 6.65% Reduce -0.1% 13,952,676 $3.5B
Adage Capital Partners Gp, L.L.C. 6.10% Reduce -2.0% 13,919,179 $3.5B
Marshall Wace, LLP 4.32% Add +49.5% 13,593,812 $3.4B
New York State Teachers Retirement System 7.01% Reduce -5.0% 13,286,514 $3.3B
Ensign Peak Advisors, Inc 5.91% Reduce -6.0% 13,275,420 $3.3B
Envestnet Asset Management Inc. 1.05% Add +1.7% 13,054,043 $3.3B
Allianz Asset Management GmbH 4.59% Add +23.9% 12,627,214 $3.2B
Robeco Institutional Asset Management B.V. 5.91% Add +4.7% 12,442,651 $3.1B
Bessemer Group Inc. 5.07% Reduce -5.4% 12,402,023 $3.1B
Aberdeen Group plc 5.69% Reduce -5.9% 12,056,597 $3.0B
Russell Investments Group, Ltd. 4.18% Add +4.7% 12,053,866 $3.0B
Stifel Financial Corp. 3.10% Add +0.8% 11,878,636 $3.0B
Corient Private Wealth LP 4.94% Reduce -0.1% 12,134,422 $3.0B
Commonwealth Equity Services, LLC 4.25% Add +0.7% 11,593,988 $2.9B
Korea Investment CORP 6.86% Add +1.7% 11,546,284 $2.9B
Victory Capital Management Inc. 2.87% Add +2.8% 11,476,304 $2.9B
HighTower Advisors, LLC 3.92% Add +3.9% 11,414,601 $2.9B
US Bancorp \de 3.64% Reduce -1.1% 11,090,682 $2.8B
Bank of Nova Scotia 4.85% Reduce -5.4% 10,980,520 $2.7B
DekaBank Deutsche Girozentrale 5.05% No change 10,884,086 $2.7B
Universal- Beteiligungs- und Servicegesellschaft mbH 5.44% — 10,784,183 $2.7B
CIBC Private Wealth Group LLC 4.86% Reduce -3.0% 11,038,856 $2.7B
Danske Bank A/S 7.88% Add +28.2% 10,523,757 $2.6B
AQR Capital Management 3.33% Add +27.3% 10,335,636 $2.6B
Creative Planning 2.51% Add +7.1% 10,295,510 $2.6B
Lazard Asset Management LLC 4.08% Reduce -4.0% 10,294,514 $2.6B
Royal London Asset Management Ltd. 6.06% Add +0.4% 9,926,179 $2.5B
Chevy Chase Trust Holdings, LLC 7.49% Reduce -2.3% 9,829,640 $2.5B
APG Asset Management N.V. 6.77% Add +1949.3% 10,051,304 $2.4B
ProShare Advisors LLC 5.53% Add +21.8% 9,665,766 $2.4B
Baird Financial Group, Inc. 4.58% Add +1.2% 9,557,076 $2.4B
Assenagon Asset Management S.A. 4.19% Reduce -2.6% 9,323,200 $2.3B
Aviva PLC 6.07% Add +3.7% 9,313,623 $2.3B
Mackenzie Financial Corp. 3.07% Add +18.4% 8,989,756 $2.3B
State of Wisconsin Investment Board 5.65% Reduce -2.3% 8,719,571 $2.2B
Mitsubishi UFJ Trust & Banking Corp 5.09% Add +0.4% 8,645,346 $2.2B
Zurcher Kantonalbank (Zurich Cantonalbank) 5.97% Add +4.0% 8,363,902 $2.1B
Storebrand Asset Management As 6.35% Add +5.3% 8,339,353 $2.1B
Pictet Asset Management Holding SA 2.24% Reduce -1.8% 8,279,802 $2.1B
Macquarie Group Ltd. 2.51% Reduce -6.2% 9,261,191 $2.1B
Healthcare of Ontario Pension Plan Trust Fund 4.39% Reduce -0.6% 8,142,251 $2.0B
FIL Ltd 1.90% Reduce -2.4% 8,131,988 $2.0B
T. Rowe Price Investment Management, Inc. 1.23% Add +2.5% 7,960,889 $2.0B
Caisse de depot et placement du Quebec 4.10% Reduce -17.9% 7,868,261 $2.0B
Natixis Advisors, LLC 3.62% Add +7.5% 7,735,785 $1.9B
National Bank of Canada 2.50% Reduce -16.1% 7,716,077 $1.9B
Sei Investments Co. 2.42% Add +4.9% 7,511,041 $1.9B
Public Employees Retirement Association of Colorado 7.32% Add +0.5% 7,362,969 $1.8B
Winslow Capital Management, LLC 6.51% Reduce -3.9% 7,312,261 $1.8B
Truist Financial Corp. 2.87% Add +3.0% 7,303,847 $1.8B
KBC Group NV 5.01% Add +35.6% 7,251,943 $1.8B
Cerity Partners LLC 3.94% Add +0.9% 7,339,778 $1.8B
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 4.50% Reduce -29.4% 7,241,156 $1.8B
Los Angeles Capital Management LLC 7.33% Reduce -7.8% 7,207,352 $1.8B
Wealth Enhancement Advisory Services, LLC 3.42% Add +14.0% 7,134,996 $1.8B
Toronto Dominion Bank 3.35% Reduce -11.4% 7,014,090 $1.8B
Jacobs Levy Equity Management, Inc. 6.12% Add +10.4% 6,904,555 $1.7B
Handelsbanken Fonder AB 6.47% Add +4.2% 6,765,969 $1.7B
Circle Wealth Management, LLC 35.18% Reduce -1.0% 6,569,692 $1.6B
First Manhattan Co. Llc. 4.80% Reduce -2.1% 6,533,184 $1.6B
Treasurer of the State of North Carolina 6.38% Reduce -0.8% 6,535,864 $1.6B
Nomura Asset Management Co. Ltd. 4.92% Add +4.0% 6,526,380 $1.6B
Public Employees Retirement System of Ohio 5.61% New 6,523,660 $1.6B
AXA S.A. 4.96% Reduce -5.2% 6,488,363 $1.6B
Susquehanna International Group, LLP 2.42% Add +165.0% 6,464,306 $1.6B
GMO 5.14% Reduce -0.4% 6,313,992 $1.6B
Asset Management One Co., Ltd. 5.43% Add +4.5% 6,184,360 $1.6B
Blair William & Co. 4.57% Reduce -1.7% 6,277,205 $1.6B
Credit Agricole S A 5.25% Add +23.3% 6,191,193 $1.6B
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 3.30% Add +3.7% 6,172,905 $1.5B
Polen Capital Management LLC 4.17% Reduce -8.4% 6,169,513 $1.5B
Fifth Third Bancorp 5.59% Reduce -0.4% 6,159,063 $1.5B
AustralianSuper Pty Ltd 7.13% Add +26.5% 6,031,766 $1.5B
D. E. Shaw & Co. 1.79% Reduce -29.9% 6,028,352 $1.5B
King Luther Capital Management Corp. 6.53% Reduce -0.8% 5,988,005 $1.5B
KLP Kapitalforvaltning As 6.88% — 5,799,404 $1.5B
Skandinaviska Enskilda Banken AB (publ) 6.52% Add +21.6% 5,720,987 $1.4B
Rockefeller Capital Management L.P. 3.71% Reduce -0.3% 5,725,239 $1.4B
Acadian Asset Management LLC 4.15% Reduce -2.4% 5,710,923 $1.4B
Teacher Retirement System of Texas 5.11% Add +39.1% 5,664,096 $1.4B
Panagora Asset Management Inc. 6.54% Reduce -3.3% 5,652,033 $1.4B
Osaic Holdings, Inc. 3.16% Add +2.6% 6,003,098 $1.4B
Focus Partners Wealth 3.66% Add +49.6% 5,613,811 $1.4B
Thrivent Financial for Lutherans 2.73% Reduce -2.0% 5,631,428 $1.4B
State of New Jersey Common Pension Fund D 5.64% Add +4.0% 5,575,218 $1.4B
Two Sigma Advisers, LP 3.22% Add +0.4% 5,552,300 $1.4B
M&T Bank Corp 4.65% Reduce -0.2% 5,536,580 $1.4B
STRS Ohio 5.43% Reduce -5.9% 5,465,604 $1.4B
State of Tennessee, Department of Treasury 4.95% Reduce -2.5% 5,449,904 $1.4B
Alphinity Investment Management Pty Ltd 7.30% Add +5.7% 5,361,779 $1.3B
Retirement Systems of Alabama 4.96% Reduce -0.6% 5,334,771 $1.3B
Keybank National Association 5.13% Reduce -1.7% 5,330,040 $1.3B
Mirae Asset Global Investments Co., Ltd. 5.37% Add +5.7% 5,190,986 $1.3B
Cetera Investment Advisers 2.74% Add +0.9% 5,236,230 $1.3B
Lansforsakringar Fondforvaltning AB (publ) 4.94% — 5,199,712 $1.3B
Bank Julius Baer & Co. Ltd, Zurich 4.02% Add +8.3% 4,809,212 $1.3B
Captrust Financial Advisors 3.70% Add +4.8% 5,169,675 $1.3B
William Blair Investment Management, LLC 3.12% Reduce -10.6% 5,104,490 $1.3B
Menora Mivtachim Holdings LTD. 7.84% Reduce -0.3% 4,992,003 $1.3B
Mercer Global Advisors Inc. 3.01% New 4,989,719 $1.2B
Public Sector Pension Investment Board 5.09% Add +17.9% 4,810,604 $1.2B
1832 Asset Management L.P. 2.12% Add +4.5% 4,745,240 $1.2B
UniSuper Management Pty Ltd 8.45% Add +1.1% 4,701,274 $1.2B
Janney Montgomery Scott LLC 3.26% Reduce -0.3% 4,690,525 $1.2B
Brown Advisory Inc. 1.47% Reduce -3.6% 4,624,216 $1.2B
MetLife Investment Management, LLC 6.27% Add +0.3% 4,617,994 $1.2B
Squarepoint Ops LLC 2.97% Add +176.4% 4,584,951 $1.1B
State of Michigan Retirement System 5.88% Add +0.6% 4,512,899 $1.1B
Allspring Global Investments Holdings, LLC 1.80% Reduce -0.2% 4,609,994 $1.1B
Fred Alger Management, LLC 5.36% Reduce -7.0% 4,487,750 $1.1B
Resona Asset Management Co.,Ltd. 6.61% Reduce -0.9% 4,447,592 $1.1B
Flossbach Von Storch SE 4.42% Reduce -8.1% 4,436,956 $1.1B
Arizona State Retirement System 6.78% Add +5.6% 4,427,210 $1.1B
Cambridge Investment Research Advisors, Inc. 3.66% Reduce -3.1% 4,375,474 $1.1B
Nisa Investment Advisors, LLC 4.23% Add +0.5% 4,355,447 $1.1B
Everett Harris & Co. 13.79% Reduce -0.6% 4,349,530 $1.1B
Cibc World Market Inc. 2.49% Add +2.8% 4,313,593 $1.1B
Calamos Advisors LLC 7.24% Add +0.1% 4,310,272 $1.1B
Performance Wealth Partners, LLC 33.39% Reduce -0.3% 4,148,600 $1.0B
Forsta Ap-Fonden 7.24% Add +4.1% 4,070,900 $1.0B
CIBC Asset Management Inc 3.30% Add +3.9% 4,024,242 $1.0B
Corebridge Financial, Inc. 5.40% Reduce -3.8% 3,989,415 $999.0M
Commerce Bank 6.08% Reduce -1.3% 3,937,572 $986.0M
Parnassus Investments, LLC 2.19% Reduce -6.5% 3,935,571 $985.5M
Daiwa Securities Group Inc. 4.35% Add +13.5% 3,853,850 $965.1M
DNB Asset Management AS 4.17% Add +6.2% 3,845,123 $962.9M
Cardano Risk Management B.V. 14.75% Add +3.1% 3,839,577 $961.5M
Comerica Bank 3.77% Reduce -3.2% 3,729,974 $934.1M
Glenmede Trust Co. NA 4.70% Reduce -11.4% 3,676,167 $920.6M
Westfield Capital Management Co. LP 3.98% Reduce -2.2% 3,655,031 $915.3M
ING Groep NV 6.16% Reduce -40.4% 3,649,947 $914.0M
Xponance LLC 8.21% Add +1.8% 3,595,473 $900.4M
Candriam S.C.A. 5.15% Reduce -0.3% 3,547,896 $888.5M
Northwestern Mutual Wealth Management Co. 0.73% Add +0.3% 3,466,216 $868.0M
Man Group plc 2.66% Reduce -7.8% 3,397,450 $850.8M
Scotia Capital Inc. 4.46% Add +2.3% 3,378,733 $846.2M
AMF Tjanstepension AB 5.96% Reduce -1.0% 3,346,040 $838.0M
First Trust Advisors LP 0.74% Add +27.4% 3,346,239 $838.0M
Jensen Investment Management Inc. 7.55% Reduce -9.2% 3,329,243 $833.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 4.95% Add +17.7% 3,314,937 $830.1M
Czech National Bank 7.60% Add +5.8% 3,277,536 $820.8M
Lido Advisors, LLC 5.16% Add +10.3% 3,270,414 $819.0M
Zurich Insurance Group Ltd 6.66% Reduce -0.0% 3,259,353 $816.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 5.01% Reduce -2.9% 3,214,077 $804.9M
Cibc World Markets Corp. 4.73% Add +12.9% 3,208,608 $803.5M
Swiss Life Asset Management Ltd 5.87% Add +40.6% 3,180,505 $796.1M
Amalgamated Bank 6.44% Reduce -2.1% 3,135,179 $785.1M
Nissay Asset Management Corp. /Japan 4.76% Reduce -0.8% 3,051,366 $779.9M
Tredje AP-fonden 6.82% Add +1.8% 3,035,544 $760.2M
Fort Washington Investment Advisors Inc. 4.47% Reduce -2.7% 2,990,457 $748.9M
Mn Services Vermogensbeheer B.V. 4.93% Add +2.1% 2,922,392 $731.8M
Rafferty Asset Management, LLC 2.58% Add +0.6% 2,915,663 $730.1M
Rathbones Group PLC 3.48% Reduce -3.1% 2,867,303 $718.0M
IFM Investors Pty Ltd 7.26% Reduce -4.5% 2,850,845 $713.9M
Pinebridge Investments, L.P. 5.37% Add +7.7% 2,847,624 $713.1M
Cincinnati Financial Corp. 15.54% Reduce -3.0% 2,832,016 $709.2M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 8.47% No change 2,800,000 $701.2M
CI Investments Inc. 2.64% Reduce -6.8% 2,797,579 $700.6M
Gateway Investment Advisers LLC 7.73% Reduce -1.3% 2,773,020 $694.4M
Sarasin & Partners LLP 7.63% Reduce -1.5% 2,763,435 $692.0M
Worldquant Millennium Advisors LLC 4.48% Reduce -10.7% 2,761,732 $691.6M
USS Investment Management Ltd 5.01% Add +3.5% 2,755,130 $689.9M
Pathstone Holdings, LLC 3.03% Add +20.8% 2,735,881 $684.8M
NorthCoast Asset Management LLC 3.36% Add +17.2% 2,733,366 $684.5M
Sands Capital Management, LLC 2.01% Reduce -0.6% 2,715,054 $679.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 6.82% Add +2.7% 2,695,399 $675.0M
Clear Street LLC 13.36% No change 2,687,600 $673.0M
London Co. of Virginia 3.66% Reduce -4.5% 2,676,380 $670.2M
Cresset Asset Management, LLC 3.19% Reduce -26.6% 2,641,101 $661.4M
Ninety One UK Ltd 1.77% Reduce -11.5% 2,637,630 $660.5M
B. Metzler seel. Sohn & Co. AG 6.71% Reduce -3.0% 2,601,676 $652.2M
Federated Hermes, Inc. 1.42% Reduce -5.9% 2,596,407 $650.2M
Assetmark, Inc. 1.76% Add +0.9% 2,584,301 $647.2M
Kestra Advisory Services, LLC 3.54% Add +2.0% 2,569,716 $643.5M
Sustainable Growth Advisers, LP 3.19% Reduce -17.3% 2,543,448 $636.9M
BSN CAPITAL PARTNERS Ltd 25.46% Add +1994.6% 2,513,483 $636.6M
Natixis 4.32% Reduce -5.0% 2,536,982 $635.3M
Capitolis Liquid Global Markets LLC 6.18% Add +8.4% 2,535,027 $634.8M
Simplex Trading, LLC 17.54% Add +1636.0% 2,484,516 $622.2M
Haverford Trust Co 6.18% Reduce -0.7% 2,483,925 $622.0M
Renaissance Technologies 0.91% Reduce -24.7% 2,467,613 $617.9M
NewEdge Advisors, LLC 3.63% Add +4.9% 2,415,121 $604.8M
QRG Capital Management, Inc. 6.19% Add +2.8% 2,400,681 $601.2M
Artisan Partners Limited Partnership 0.92% Reduce -24.2% 2,392,140 $599.0M
BI Asset Management Fondsmaeglerselskab A/S 6.28% New 2,377,429 $595.4M
Utah Retirement Systems 6.55% Reduce -1.3% 2,374,639 $594.7M
MML Investors Services, LLC 2.02% Add +3.6% 2,338,723 $585.7M
Huntington National Bank 5.45% Add +0.0% 2,312,006 $579.0M
Private Advisor Group, LLC 3.21% Reduce -0.1% 2,278,234 $570.5M
Primecap Management Co. 0.44% Add +0.4% 2,270,500 $568.6M
Quantinno Capital Management LP 5.46% Add +24.4% 2,217,270 $555.2M
New York Life Investment Management LLC 5.37% Add +0.3% 2,194,371 $549.5M
Cwm, LLC 2.27% Add +5.4% 2,184,176 $547.0M
Mediolanum International Funds Ltd 7.07% Reduce -3.1% 2,166,610 $545.1M
Steward Partners Investment Advisory, LLC 4.83% Add +1.4% 2,172,290 $544.0M
Williams Jones Wealth Management, LLC. 6.54% Reduce -1.6% 2,166,154 $542.4M
Saturna Capital Corp. 7.23% Reduce -0.3% 2,128,054 $532.9M
State of Alaska, Department of Revenue 5.93% Reduce -3.4% 2,118,061 $530.4M
Police & Firemen's Retirement System of New Jersey 5.07% — 2,082,340 $521.5M
OMERS ADMINISTRATION Corp 4.55% Add +2.5% 2,079,495 $520.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 5.32% Add +7.8% 2,079,095 $520.6M
Varma Mutual Pension Insurance Co 3.94% Reduce -9.4% 2,071,383 $518.7M
Hudson Bay Capital Management LP 3.71% Reduce -12.5% 2,056,180 $514.9M
EP Wealth Advisors, LLC 4.19% Reduce -1.2% 2,049,802 $513.3M
Guggenheim Capital LLC 4.20% Reduce -0.8% 2,030,119 $508.4M
Employees Retirement System of Texas 4.96% No change 1,978,631 $495.5M
Aware Super Pty Ltd as trustee of Aware Super 7.89% — 1,976,102 $494.9M
Empower Advisory Group, LLC 1.65% Add +1.5% 1,960,205 $490.9M
AEGON ASSET MANAGEMENT UK Plc 6.40% Reduce -21.9% 1,940,721 $485.9M
Factory Mutual Insurance Co. 5.24% No change 1,934,521 $484.4M
Ieq Capital, LLC 4.65% Add +8.1% 1,921,857 $481.3M
Yarbrough Capital, LLC 18.46% Reduce -6.0% 1,918,654 $480.5M
Cullen/Frost Bankers, Inc. 6.52% Reduce -1.4% 1,904,969 $477.0M
Teachers Retirement System of the State of Kentucky 4.13% Add +1.3% 1,879,838 $470.7M
Yousif Capital Management, LLC 5.20% Reduce -2.8% 1,878,736 $470.5M
MAI Capital Management 3.50% Add +10.6% 1,875,776 $469.7M
Johnson Investment Counsel Inc. 4.57% Reduce -1.4% 1,873,164 $469.1M
Intech Investment Management LLC 4.54% Reduce -19.9% 1,872,310 $468.9M
Mutual of America Capital Management LLC 5.02% Reduce -3.3% 1,867,689 $467.7M
Boston Trust Walden Corp 3.26% Reduce -5.1% 1,856,306 $464.9M
Federation des caisses Desjardins du Quebec 2.37% Add +15.7% 1,855,642 $464.6M
Tiaa Trust, National Association 1.40% Reduce -2.9% 1,837,386 $460.1M
Banco Bilbao Vizcaya Argentaria, S.A. 4.80% New 1,820,292 $457.2M
LGT Group Foundation 7.03% Reduce -1.3% 1,812,464 $453.9M
MUFG Securities EMEA plc 8.47% Add +3918.7% 1,808,415 $452.9M
Whittier Trust Co. 5.92% Add +0.2% 1,795,663 $449.7M
Vanguard Personalized Indexing Management, LLC 6.76% Add +4.6% 1,788,576 $447.9M
Beacon Pointe Advisors, LLC 4.96% Add +1.2% 1,786,651 $447.4M
HM Payson & Co. 7.54% Add +1.4% 1,774,295 $444.3M
Bartlett & Co. Wealth Management LLC 6.39% Reduce -1.0% 1,760,160 $440.8M
Welch & Forbes LLC 5.66% Reduce -0.8% 1,758,178 $440.3M
Evercore Wealth Management, LLC 6.56% Reduce -0.8% 1,749,350 $438.1M
Axiom Investors LLC 3.18% Add +11.8% 1,723,822 $431.7M
Bridges Investment Management Inc. 5.93% Reduce -4.1% 1,693,183 $424.0M
O'shaughnessy Asset Management, LLC 3.55% Add +13.4% 1,670,536 $418.3M
Investment Management Corp of Ontario 13.77% Reduce -1.2% 1,664,137 $416.7M
Achmea Investment Management B.V. 6.85% Add +0.5% 1,663,544 $416.6M
DSM Capital Partners LLC 6.41% Reduce -26.4% 1,656,917 $414.9M
AE Wealth Management LLC 3.47% Add +6.4% 1,631,483 $408.6M
Regions Financial Corp. 2.97% Add +0.1% 1,614,137 $404.2M
SVB Wealth LLC 7.51% Add +54880.1% 1,604,869 $401.9M
Jupiter Asset Management Ltd. 3.90% Reduce -17.8% 1,595,045 $399.4M
Fiduciary Trust Co 5.25% Reduce -0.8% 1,589,393 $398.0M
Citadel Advisors 0.37% Add +180.1% 1,576,734 $394.8M
Lord, Abbett & Co. LLC 1.29% Add +1.3% 1,561,817 $391.1M
Pacer Advisors, Inc. 0.86% Add +4.7% 1,540,955 $385.9M
D.A. Davidson & Co. 3.09% Add +0.4% 1,515,140 $379.4M
TD Waterhouse Canada Inc. 3.05% Add +1.7% 1,509,597 $378.0M
Polar Capital Holdings Plc 2.13% Add +15.4% 1,507,656 $377.5M
Peapack Gladstone Financial Corp. 5.48% Reduce -1.7% 1,507,357 $377.5M
GF Fund Management Co. LTD. 8.10% — 1,495,258 $374.4M
Jones Financial Companies LLLP 0.35% Add +33.3% 1,463,971 $366.6M
Crestwood Advisors Group, LLC 6.85% Add +0.0% 1,458,633 $365.3M
Avanza Fonder AB 10.84% — 1,457,232 $364.9M
Sequoia Financial Advisors, LLC 3.50% Add +8.5% 1,451,595 $363.5M
Congress Asset Management Co. 2.44% Add +0.5% 1,444,519 $361.7M
Zacks Investment Management 3.34% Add +1.7% 1,442,319 $361.2M
United Capital Financial Advisors, LLC 3.05% Reduce -2.1% 1,442,100 $361.1M
Greenbrier Partners Capital Management, LLC 26.03% No change 1,434,110 $359.1M
Mizuho Securities USA LLC 6.54% Add +45.3% 1,432,637 $358.8M
RJA Asset Management LLC 85.88% Reduce -3.8% 1,428,079 $357.6M
Erste Asset Management GmbH 4.37% Reduce -3.6% 1,397,804 $356.4M
Shelton Capital Management 8.86% Add +6.6% 1,421,709 $356.0M
&partners 4.25% Add +58.5% 1,454,279 $354.5M
Atalanta Sosnoff Capital, LLC 7.68% Add +0.1% 1,409,969 $353.1M
Sapient Capital LLC 6.74% Add +3.0% 1,409,733 $353.0M
Financial Counselors Inc. 5.13% Reduce -0.6% 1,403,955 $351.6M
Elo Mutual Pension Insurance Co 7.46% Add +1.2% 1,401,658 $351.0M
Vontobel Holding Ltd. 1.18% Reduce -3.7% 1,378,926 $345.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 2.97% Reduce -1.5% 1,501,607 $345.2M
Wealthfront Advisers LLC 0.99% Add +9.6% 1,354,939 $339.3M
Pinnacle Associates Ltd. 4.60% Add +1.2% 1,354,382 $339.2M
Mairs & Power Inc. 3.28% Add +0.5% 1,353,586 $339.0M
Epoch Investment Partners, Inc. 1.64% Reduce -18.3% 1,352,422 $338.7M
Clark Capital Management Group, Inc. 2.36% Reduce -2.3% 1,344,854 $336.8M
Raiffeisen Bank International AG 5.10% — 1,334,023 $336.4M
DAVENPORT & Co LLC 1.97% Reduce -0.4% 1,341,508 $336.2M
UMB Bank, n.a. 5.31% Reduce -2.1% 1,339,553 $335.5M
Prudential PLC 1.66% Reduce -3.3% 1,312,985 $328.8M
Tidal Investments LLC 2.69% Add +36.5% 1,308,483 $327.7M
Brown Brothers Harriman & Co. 2.28% Reduce 0.0% 1,297,568 $324.9M
iA Global Asset Management Inc. 5.69% Reduce -2.0% 1,296,248 $324.6M
Oregon Public Employees Retirement Fund 5.97% Reduce -0.5% 1,295,887 $324.5M
Ilmarinen Mutual Pension Insurance Co 2.78% Add +34.2% 1,295,000 $324.3M
Ethic Inc. 6.38% Add +24.2% 1,262,098 $316.1M
Louisiana State Employees Retirement System 5.94% Reduce -3.3% 1,261,600 $315.9M
Banque Transatlantique SA 7.97% — 1,249,658 $313.3M
Magellan Asset Management Ltd 3.42% Reduce -5.9% 1,241,614 $310.9M
Ferguson Wellman Capital Management, Inc. 5.88% Reduce -0.9% 1,233,360 $308.9M
Markel Group 2.71% No change 1,227,290 $307.3M
HB Wealth Management, LLC 3.11% Add +3.4% 1,213,149 $303.8M
Border to Coast Pensions Partnership Ltd 5.95% Reduce -4.4% 1,212,711 $303.5M
NEOS Investment Management LLC 7.09% Add +30.7% 1,201,625 $300.9M
Avantax Advisory Services, Inc. 1.89% Add +7.8% 1,200,955 $300.7M
Gulf International Bank (UK) Ltd 7.50% Add +2.9% 1,186,348 $297.1M
Himension Capital (singapore) Pte. LTD. 20.52% Add +11.4% 1,182,787 $296.2M
Capital Group Private Client Services, Inc. 2.71% Add +2.3% 1,178,445 $295.1M
Independent Investors Inc. 58.18% Reduce -1.4% 1,173,797 $293.9M
E. Ohman J:or Asset Management AB 6.82% Add +3.0% 1,168,547 $292.6M
Nomura Holdings Inc. 1.55% Add +17.4% 1,166,356 $292.1M
Marsico Capital Management LLC 7.85% Reduce -7.4% 1,152,100 $288.5M
Verition Fund Management LLC 1.50% Add +1452.2% 1,150,517 $288.1M
Eagle Global Advisors LLC 11.76% Add +193.1% 1,147,377 $287.3M
Bradley Foster & Sargent Inc. 4.82% Add +1.1% 1,144,191 $286.5M
Eastern Bank 5.31% Reduce -0.7% 1,141,361 $285.8M
NewEdge Wealth, LLC 4.93% Add +5.9% 1,135,029 $284.2M
Two Sigma Investments, LP 0.68% Reduce -1.9% 1,130,602 $283.1M
PGGM Investments 3.74% Add +6.0% 1,124,311 $281.6M
Jane Street Group, LLC 0.45% Reduce -44.8% 1,124,143 $281.5M
Davis R M Inc. 5.49% Add +0.4% 1,123,548 $281.4M
Quilter Plc 5.53% Reduce -1.8% 1,118,355 $280.1M
Whittier Trust Co. of Nevada Inc. 6.87% Add +2.5% 1,117,416 $279.8M
Tower Research Capital LLC (TRC) 5.55% Add +167.9% 1,116,378 $279.6M
Allworth Financial LP 1.54% Add +8.4% 1,248,954 $279.6M
Bristol John W & Co. Inc. 4.59% Reduce -2.2% 1,114,978 $279.2M
Millennium Management 0.25% Reduce -9.3% 1,109,604 $277.9M
Groupama Asset Managment 5.78% Add +4.0% 1,098,333 $277.0M
Mesirow Financial Investment Management, Inc. 5.47% Reduce -1.4% 1,100,235 $275.5M
Oppenheimer & Co. Inc. 4.10% Add +1.8% 1,095,665 $274.4M
Wilmington Savings Fund Society, FSB 4.94% Add +0.4% 1,095,220 $274.3M
Aristotle Atlantic Partners, LLC 8.61% Reduce -4.9% 1,093,679 $273.9M
Lazard Freres Gestion S.A.S. 5.47% Add +7.3% 1,090,779 $273.2M
Employees Provident Fund Board 3.39% Reduce -7.2% 1,089,124 $272.7M
CENTRAL TRUST Co 6.65% Reduce -19.0% 1,083,432 $271.3M
Hollencrest Capital Management 10.93% Add +0.7% 1,081,875 $270.9M
Stratos Wealth Partners, LTD. 3.86% Reduce -2.9% 1,080,549 $270.6M
Lockheed Martin Investment Management Co. 10.76% Add +18.1% 1,078,580 $270.1M
Glenview Trust Co 5.03% Add +0.6% 1,071,668 $268.4M
Fishman Jay A Ltd. 24.98% Reduce -1.1% 1,063,581 $266.3M
Perigon Wealth Management, LLC 6.54% Reduce -0.0% 1,164,527 $265.8M
Illinois Municipal Retirement Fund 3.74% Add +1.4% 1,054,857 $264.2M
Kentucky Retirement Systems 7.71% Reduce -1.4% 1,044,811 $261.6M
Atria Wealth Solutions, Inc. 2.85% Reduce -9.5% 1,035,895 $259.4M
Van Eck Associates Corp. 0.33% Reduce -8.3% 1,028,332 $257.5M
Busey Bank 8.45% Add +0.3% 1,027,580 $257.3M
Advisors Capital Management, LLC 4.04% Add +1.4% 1,024,384 $256.5M
Danica Pension, Livsforsikringsaktieselskab 4.77% Reduce -3.2% 1,017,341 $254.8M
Windward Capital Management Co. 19.34% Reduce -1.4% 1,010,180 $253.0M
Stonegate Investment Group, LLC 6.70% Reduce -2.9% 1,002,672 $251.1M
Aptus Capital Advisors, LLC 2.97% Add +33.5% 997,698 $249.8M
Banco Santander, S.A. 3.01% Reduce -0.9% 997,484 $249.8M
Clearstead Advisors, LLC 3.80% Reduce -0.6% 996,651 $249.6M
Kestra Private Wealth Services, LLC 4.25% Reduce -8.0% 995,754 $249.4M
Salem Investment Counselors Inc. 8.17% Reduce -0.6% 995,287 $249.2M
Connor, Clark & Lunn Investment Management Ltd. 1.11% Add +18.6% 980,886 $245.6M
Choreo, LLC 3.51% Add +7.8% 970,615 $244.0M
LBP Am SA 3.29% Add +7.9% 971,086 $243.2M
Local Pensions Partnership Investment Ltd 4.48% — 962,580 $241.1M
Ofi Invest Asset Management 5.69% — 996,097 $240.9M
Integrated Wealth Concepts LLC 2.79% Add +4.7% 959,519 $240.3M
Independent Advisor Alliance 3.16% Add +9.7% 952,107 $238.4M
Flputnam Investment Management Co. 4.31% Add +3.0% 942,749 $236.1M
Montrusco Bolton Investments Inc. 2.85% Reduce -3.0% 941,021 $235.7M
Silvant Capital Management LLC 9.78% Reduce -3.8% 940,792 $235.6M
Townsquare Capital LLC 2.64% Add +7.1% 934,338 $234.0M
Hartford Investment Management Co. 7.67% Reduce -2.4% 934,023 $233.9M
Commerzbank Aktiengesellschaft 5.62% Add +57.5% 931,871 $233.4M
Wedbush Securities Inc. 8.25% Reduce -5.1% 922,824 $231.1M
KCM Investment Advisors LLC 7.99% Reduce -1.0% 919,211 $230.2M
Pinnacle Financial Partners Inc 4.58% Reduce -2.3% 923,509 $226.1M
Golden Unicorn (BVI) Ltd 39.67% — 900,000 $225.4M
Citizens Financial Group Inc. 4.36% Add +5.4% 893,366 $223.7M
Synovus Financial Corp. 2.84% Reduce -2.4% 892,061 $223.4M
Woodline Partners LP 1.50% Add +23255.2% 885,629 $221.8M
Modera Wealth Management, LLC 2.67% Reduce -0.8% 884,026 $221.4M
Envestnet Portfolio Solutions, Inc. 0.72% Add +9.7% 875,674 $219.3M
Crossmark Global Holdings, Inc. 4.04% Reduce -2.2% 874,565 $219.0M
Metis Global Partners, LLC 6.58% Add +3.1% 872,416 $218.5M
SteelPeak Wealth, LLC 9.04% Add +3.4% 870,293 $217.9M
HighPoint Advisor Group LLC 11.79% Add +0.5% 930,782 $217.0M
South Dakota Investment Council 4.30% Reduce -0.4% 861,813 $215.8M
Bokf, NA 3.63% Reduce -1.1% 907,577 $215.0M
Parallel Advisors, LLC 4.83% Add +1.2% 854,070 $213.9M
Adams Diversified Equity Fund, Inc. 8.08% Reduce -5.7% 852,600 $213.5M
Rwa Wealth Partners, LLC 2.62% Add +2.0% 850,324 $212.9M
Bailard, Inc. 5.42% Reduce -0.3% 846,560 $212.0M
Groupe la Francaise 5.22% — 862,017 $210.7M
Journey Strategic Wealth LLC 7.87% Add +0.1% 840,704 $210.5M
Advisory Services Network, LLC 3.92% Add +1.2% 840,352 $210.4M
Tocqueville Asset Management L.P. 3.30% Reduce -0.3% 838,774 $210.0M
Mission Wealth Management, LP 4.98% Add +3.5% 834,925 $209.1M
Destination Wealth Management 6.52% Reduce -1.1% 832,120 $208.4M
Wesbanco Bank Inc. 7.07% Reduce -5.8% 826,361 $206.9M
Stephens Inc. 2.89% Add +1.3% 821,627 $205.8M
Baillie Gifford & Co. 0.16% Add +10.1% 820,871 $205.6M
Benjamin Edwards Inc. 2.92% Add +1.5% 816,103 $204.4M
Badgley Phelps Wealth Managers, LLC 4.77% Add +0.1% 815,428 $204.2M
Prime Capital Investment Advisors, LLC 2.97% Add +0.9% 815,335 $204.2M
Securian Asset Management, Inc. 5.92% Reduce -3.4% 812,411 $203.4M
Silvercrest Asset Management Group LLC 1.35% Reduce -1.6% 806,303 $201.9M
Apollon Wealth Management, LLC 4.65% Add +21.9% 804,697 $201.5M
Cannell & Spears LLC 4.11% Reduce -6.3% 799,798 $200.3M
Country Trust Bank 5.00% Reduce -8.8% 799,497 $200.2M
CW Advisors, LLC 2.73% Add +9.9% 792,773 $198.5M
Bahl & Gaynor LLC 1.04% Reduce -3.8% 782,908 $196.1M
Maryland State Retirement & Pension System 4.18% Reduce -7.4% 773,738 $193.8M
Vinva Investment Management Ltd 7.34% Add +12.3% 764,075 $192.7M
Prospera Financial Services Inc 4.48% Add +7.0% 767,733 $192.3M
Savant Capital, LLC 1.51% Add +3.8% 766,156 $191.9M
Biltmore Family Office, LLC 31.97% Reduce -3.7% 760,075 $190.3M
Daymark Wealth Partners, LLC 8.02% Reduce -0.4% 893,599 $189.9M
Douglass Winthrop Advisors, LLC 3.67% Reduce -0.2% 753,773 $188.8M
Parsons Capital Management Inc. 10.19% Add +19.1% 749,682 $187.7M
First Financial Bankshares Inc 4.05% Add +0.3% 747,245 $187.1M
Greenwoods Asset Management Hong Kong Ltd. 5.89% Reduce -1.6% 744,308 $186.4M
Patten & Patten Inc. 12.25% Reduce -1.7% 740,786 $185.5M
Cornerstone Advisors, LLC 7.39% Reduce -4.1% 740,600 $185.5M
Trillium Asset Management, LLC 4.78% Reduce -3.1% 736,215 $184.4M
Heritage Investors Management Corp. 5.95% Add +0.6% 736,090 $184.3M
MassMutual Private Wealth & Trust, FSB 5.16% Add +1.7% 734,077 $183.8M
Clal Insurance Enterprises Holdings Ltd 1.65% Reduce -16.5% 732,188 $183.4M
Capital International, Inc. 2.16% Add +8.5% 731,956 $183.3M
Norinchukin Bank, The 3.87% Add +7.3% 731,659 $183.2M
Hancock Whitney Corp. 5.78% Reduce -1.7% 729,771 $182.7M
Generali Asset Management SPA SGR 4.63% — 723,222 $181.1M
New Mexico Educational Retirement Board 6.05% Add +2.1% 719,664 $180.2M
NorthRock Partners, LLC 5.85% Reduce -2.1% 716,555 $179.4M
Boston Financial Mangement LLC 5.42% Add +0.5% 716,496 $179.4M
HUB Investment Partners, LLC 7.53% Add +2.0% 714,830 $179.0M
Gladstone Capital Management LLP 14.88% Add +190.3% 713,037 $178.6M
Capital Advisors Inc. 3.55% Add +1.3% 710,783 $178.0M
Daiichi Life Insurance Co., Ltd. 4.92% Reduce -2.9% 710,232 $177.9M
Greenleaf Trust 1.62% Add +1.0% 709,917 $177.8M
Composition Wealth, LLC 3.55% Add +37.0% 698,798 $175.0M
Harvest Fund Management Co., Ltd 8.08% Add +35.9% 696,952 $174.4M
Clifford Swan Investment Counsel LLC 6.26% Reduce -1.2% 694,957 $174.0M
Sigma Planning Corp 5.46% Reduce -2.2% 693,734 $173.7M
Elevation Point Wealth Partners, LLC 13.99% Reduce -15.2% 691,646 $173.2M
Waverly Advisors, LLC 2.63% Add +22.6% 679,778 $170.2M
Castleark Management LLC 5.92% Add +16.9% 677,429 $169.6M
Dakota Wealth Management 3.86% Reduce -2.4% 669,967 $167.8M
B. Riley Wealth Advisors, Inc. 5.48% Reduce -9.9% 667,482 $167.2M
Exchange Traded Concepts, LLC 3.39% Add +64.3% 664,870 $166.5M
Northeast Investment Management 7.38% Reduce -1.2% 663,751 $166.2M
Carnegie Investment Counsel 4.78% Add +2.1% 663,700 $166.2M
Becker Capital Management Inc. 5.42% Reduce -1.1% 662,944 $166.0M
Laird Norton Wetherby Wealth Management, LLC 7.95% Reduce -6.4% 661,816 $165.7M
Verus Capital Partners, LLC 15.82% Reduce -0.6% 661,062 $165.5M
Argent Capital Management LLC 4.66% Reduce -2.1% 659,476 $165.1M
Florida Trust Wealth Management Co 5.26% Reduce -2.1% 657,360 $164.6M
Cullinan Associates Inc. 10.56% Reduce -12.9% 656,812 $164.5M
First American Bank 11.59% Reduce -1.1% 656,685 $164.4M
Diversified Trust Co. 3.99% Add +8.2% 654,345 $163.9M
Sterling Capital Management LLC 2.25% Add +4.3% 653,896 $163.7M
Baker Avenue Asset Management, LP 5.01% Add +25.3% 652,205 $163.3M
Alpha Cubed Investments, LLC 7.45% Reduce -1.8% 650,634 $162.9M
OneDigital Investment Advisors LLC 1.89% Reduce -5.2% 650,497 $162.9M
Henshaw Capital LLC 6.71% No change 643,494 $161.1M
Moneta Group Investment Advisors LLC 2.25% Add +1.5% 640,275 $160.3M
Associated Banc-Corp 4.80% Reduce -3.8% 636,272 $159.3M
Stock Yards Bank & Trust Co. 5.46% Reduce -5.3% 635,471 $159.1M
Mogy Joel R Investment Counsel Inc. 9.42% Reduce -0.8% 632,876 $158.5M
Agf Management Ltd. 0.79% Add +34.4% 632,279 $158.3M
Braun Stacey Associates Inc. 5.90% Reduce -1.9% 631,429 $158.1M
Union Bancaire Privee, UBP SA 2.84% — 667,006 $158.1M
Logan Capital Management Inc. 6.61% Reduce -6.7% 629,793 $157.7M
Harel Insurance Investments & Financial Services Ltd. 2.57% Add +0.4% 626,881 $157.0M
Profund Advisors LLC 5.73% Add +8.2% 626,601 $156.9M
Tokio Marine Asset Management Co. Ltd. 5.53% Add +14.9% 621,494 $155.6M
Westwood Holdings Group Inc. 1.21% Reduce -0.1% 621,478 $155.6M
Gotham Asset Management 1.47% Add +17.2% 620,816 $155.5M
Dana Investment Advisors, Inc. 5.13% Add +0.5% 620,616 $155.4M
Old National Bancorp 3.67% Add +0.5% 618,975 $155.0M
Bridgewater Associates 0.71% Reduce -40.2% 617,203 $154.6M
Harding Loevner LP 1.04% Reduce -15.8% 615,811 $154.2M
Allianz SE 4.00% Reduce -0.1% 610,413 $153.8M
Merit Financial Group, LLC 2.76% Add +21.9% 612,032 $153.3M
Jefferies Financial Group Inc. 1.77% Reduce -68.2% 611,946 $153.2M
Calamos Wealth Management LLC 7.77% Add +1.3% 611,528 $153.1M
World Investment Advisors 4.16% Add +17.9% 605,770 $151.7M
First Citizens Bank & Trust Co. 2.77% Add +17.3% 603,176 $151.0M
Neville Rodie & Shaw Inc. 10.98% Reduce -1.2% 601,228 $150.6M
Holocene Advisors, LP 0.49% New 600,000 $150.3M
Mutual Advisors, LLC 4.35% Reduce -2.7% 657,532 $150.1M
Bleakley Financial Group, LLC 4.52% Reduce -0.1% 598,892 $150.0M
Great Lakes Advisors, LLC 1.28% Reduce -4.4% 598,758 $149.9M
WASHINGTON TRUST Co 5.37% Reduce -2.6% 597,785 $149.7M
Choate Investment Advisors 3.59% Add +5.4% 596,564 $149.4M
First National Trust Co 5.60% Add +0.8% 595,623 $149.2M
Valeo Financial Advisors, LLC 4.16% Add +12.9% 738,227 $148.9M
Argent Trust Co 6.06% Add +0.9% 593,117 $148.5M
Polar Asset Management Partners Inc. 2.89% New 592,500 $148.4M
Meyer Handelman Co. 5.13% Reduce -0.4% 592,391 $148.3M
PFG Investments, LLC 9.24% Add +0.5% 592,386 $148.3M
Alecta Tjanstepension Omsesidigt 0.78% New 592,000 $148.2M
Equitable Holdings, Inc. 1.41% Reduce -3.2% 590,409 $147.9M
Migdal Insurance & Financial Holdings Ltd. 2.12% Reduce -24.9% 589,700 $147.7M
Snowden Capital Advisors LLC 4.62% Reduce -5.1% 587,463 $147.1M
Nicholas Company, Inc. 2.38% No change 586,440 $146.9M
Dearborn Partners LLC 6.15% Reduce -1.2% 586,170 $146.8M
Andra AP-fonden 2.34% Reduce -19.4% 583,400 $146.1M
Ancora Advisors LLC 3.26% Reduce -1.3% 582,640 $145.9M
Whale Rock Capital Management 1.72% New 580,237 $145.3M
Shell Asset Management Co. 6.35% Add +0.9% 580,135 $145.3M
NS Partners Ltd 5.99% Reduce -0.8% 578,790 $144.9M
Abn Amro Investment Solutions 2.70% Reduce -6.1% 577,606 $144.6M
Kingsview Wealth Management, LLC 2.81% Add +5.0% 576,996 $144.5M
TCW Group Inc. 1.21% Add +0.9% 576,765 $144.4M
FineMark National Bank & Trust 5.04% Reduce -1.3% 576,490 $144.4M
Trust Co. of Vermont 7.01% Add +2.7% 576,462 $144.4M
Systematic Alpha Investments, LLC 5.32% No change 576,144 $144.3M
Brookstone Capital Management 2.07% Reduce -2.6% 568,037 $142.2M
Livforsakringsbolaget Skandia, Omsesidigt 7.52% Reduce -0.1% 567,835 $142.2M
J.W. Cole Advisors, Inc. 5.69% Reduce -0.9% 561,961 $140.7M
Impax Asset Management Group plc 0.64% Reduce -8.9% 561,672 $140.7M
Phoenix Financial Ltd. 1.92% Add +5.7% 560,986 $140.5M
W.G. Shaheen & Associates DBA Whitney & Co 14.70% Reduce -1.5% 558,891 $140.0M
Spire Wealth Management 4.34% Add +5.4% 558,254 $139.8M
Donaldson Capital Management, LLC 5.32% Add +0.3% 556,872 $139.5M
Investment House LLC 7.57% Reduce -5.1% 555,435 $139.1M
Segall Bryant & Hamill, LLC 1.91% Add +1.6% 555,206 $139.0M
Nichols & Pratt Advisers LLP 9.23% Reduce -2.7% 552,753 $138.4M
Signaturefd, LLC 2.62% Add +2.2% 551,748 $138.2M
Mill Capital Management, LLC 10.85% Reduce -3.4% 548,390 $137.3M
Oppenheimer Asset Management Inc. 1.67% Reduce -0.5% 548,080 $137.3M
LGT Capital Partners LTD. 5.19% Reduce -7.5% 544,979 $136.5M
Cacti Asset Management LLC 10.23% Reduce -0.7% 540,239 $136.2M
DJE Kapital AG 3.18% — 542,229 $136.0M
Vident Advisory, LLC 2.36% Add +40.0% 537,411 $134.6M
Brighton Jones LLC 3.89% Add +14.8% 537,314 $134.6M
Sheaff Brock Investment Advisors, LLC 11.70% Reduce -1.4% 536,790 $134.4M
J. L. Bainbridge & Co., Inc. 12.65% Reduce -2.0% 535,565 $134.1M
Covea Finance 6.04% Add +13.3% 535,442 $134.1M
Ami Asset Management Corp. 7.13% Reduce -1.7% 534,873 $133.9M
Advisors Asset Management, Inc. 2.46% Add +2.1% 534,397 $133.8M
Chicago Capital, LLC 3.53% Reduce -2.6% 531,753 $133.2M
HCR Wealth Advisors 16.62% Reduce -0.1% 529,758 $132.7M
E Fund Management Co., Ltd. 6.63% Add +46.8% 527,427 $132.1M
Motley Fool Asset Management LLC 6.88% Add +13.4% 527,172 $132.0M
Railway Pension Investments Ltd 1.75% Reduce -5.8% 527,152 $132.0M
Private Wealth Partners, LLC 10.08% Reduce -0.6% 525,335 $131.6M
Traynor Capital Management, Inc. 10.19% Reduce -0.6% 524,986 $131.5M
CWA Asset Management Group, LLC 6.63% Add +2.8% 524,466 $131.3M
St Germain D J Co. Inc. 5.97% Reduce -2.1% 524,093 $131.2M
Marex Group Ltd 2.21% Add +527.1% 518,945 $130.0M
Balyasny Asset Management L.P. 0.31% Add +140.6% 517,401 $129.6M
Meiji Yasuda Asset Management Co Ltd. 4.92% Add +3.4% 516,330 $129.3M
Ritholtz Wealth Management 3.78% Add +4.6% 513,801 $128.7M
Prospect Hill Management, LLC 56.38% Reduce -0.3% 512,031 $128.2M
Oak Ridge Investments LLC 10.04% Add +5.9% 510,813 $127.9M
Moore Capital Management, LP 2.58% New 509,062 $127.5M
Empirical Finance, LLC 7.36% Reduce -1.4% 508,078 $127.2M
Level Four Advisory Services, LLC 5.20% Reduce -0.7% 507,601 $127.1M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 4.94% Reduce -1.3% 506,907 $126.9M
Maple Capital Management, Inc. 9.34% Add +0.2% 506,774 $126.9M
Kornitzer Capital Management Inc. 2.49% Reduce -0.6% 506,583 $126.9M
Reynders McVeigh Capital Management, LLC 6.65% Reduce -0.7% 504,734 $126.4M
Sit Investment Associates Inc. 2.86% Reduce -9.4% 503,559 $126.1M
Park National Corp. 4.61% Reduce -4.3% 502,193 $125.8M
SBI Securities Co., Ltd. 3.86% — 500,390 $125.3M
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 6.90% No change 500,000 $125.2M
Bowen Hanes & Co. Inc. 3.35% Reduce -2.5% 499,288 $125.0M
Smith Chas P & Associates Pa Cpas 7.18% Reduce -1.6% 498,964 $125.0M
Empowered Funds, LLC 1.81% Add +16.1% 495,363 $124.0M
BNP Paribas 1.72% Add +4.3% 494,051 $124.0M
ABN AMRO Bank N.V. 1.67% Reduce -3.8% 498,522 $123.6M
Concurrent Investment Advisors, LLC 3.34% Add +0.7% 508,554 $123.4M
Coldstream Capital Management Inc. 2.62% Add +2.1% 490,566 $122.8M
Zevenbergen Capital Investments LLC 2.50% Reduce -1.3% 488,796 $122.4M
Bard Financial Services, Inc. 14.68% Add +0.8% 488,717 $122.4M
Gabelli Funds LLC 0.93% Reduce -0.6% 488,340 $122.3M
Exencial Wealth Advisors, LLC 4.50% Reduce -0.3% 488,294 $122.3M
Capital Investment Counsel, Inc 18.37% Reduce -16.8% 487,002 $122.0M
Roffman Miller Associates Inc. 7.47% Reduce -2.7% 484,891 $121.4M
Evelyn Partners Investment Management LLP 3.93% — 483,503 $121.1M
J. Safra Sarasin Holding AG 2.05% Add +7.3% 483,170 $121.0M
BLI - Banque de Luxembourg Investments 3.28% — 479,662 $120.9M
Northwestern Mutual Investment Management Company, LLC 2.66% Reduce -0.4% 479,943 $120.2M
Sandy Spring Bank 4.86% Add +1.9% 479,709 $120.1M
Freestone Capital Holdings, LLC 4.10% Add +6.7% 473,443 $118.6M
Atria Investments, Inc 1.47% Add +2.4% 472,388 $118.3M
Burney Co./ 4.17% Reduce -1.1% 470,857 $117.9M
W1M Investment Management Ltd 1.88% Add +12.1% 470,328 $117.8M
NorthCrest Asset Manangement, LLC 3.52% Add +0.7% 469,767 $117.6M
OVERSEA-CHINESE BANKING Corp Ltd 3.36% Reduce -6.0% 469,553 $117.6M
Park Avenue Securities LLC 1.21% Add +16.8% 468,966 $117.4M
Alta Capital Management LLC/ 6.98% Reduce -3.5% 467,939 $117.2M
Cohen Klingenstein LLC 4.00% Reduce -31.1% 466,566 $116.8M
Bryn Mawr Trust Advisors, LLC 6.25% Add +3.5% 463,133 $116.0M
Independent Financial Group, LLC 3.85% Add +1.7% 462,907 $115.9M
Wealthspire Advisors, LLC 1.15% Add +5.7% 462,148 $115.7M
IHT Wealth Management, LLC 3.72% Reduce -22.1% 460,566 $115.3M
Ameritas Investment Partners, Inc. 3.75% Add +1.9% 460,169 $115.2M
Avalon Trust Co 8.19% Reduce -0.6% 459,823 $115.1M
Moors & Cabot, Inc. 5.46% Add +5.7% 458,798 $114.9M
Farmers & Merchants Investments Inc. 3.59% Reduce -2.5% 456,969 $114.4M
Howard Capital Management, LLC 1.77% Add +7.5% 455,685 $114.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3.10% Add +3.1% 454,544 $113.8M
Azimuth Capital Investment Management LLC 4.40% Reduce -1.9% 452,009 $113.2M
Van Cleef Asset Management,Inc 12.41% Reduce -0.6% 452,000 $113.2M
Caprock Group, LLC 3.70% Add +2.0% 451,633 $113.1M
Chilton Capital Management LLC 4.76% Reduce -3.0% 451,585 $113.1M
Allstate Corp. 3.33% Add +3368.2% 451,489 $113.1M
Dynamic Advisor Solutions LLC 4.87% Reduce -8.0% 449,249 $112.5M
RiverFront Investment Group, LLC 2.56% Add +13.2% 449,044 $112.4M
Wilkinson Global Asset Management LLC 6.86% Reduce -0.8% 445,456 $111.6M
Delta Financial Group, Inc. 26.09% Reduce -0.7% 444,933 $111.4M
Capital Investment Advisors, LLC 2.27% Add +1.3% 444,817 $111.4M
Opes Wealth Management LLC 22.79% Reduce -29.1% 443,814 $111.1M
F/m Investments LLC 4.09% Reduce -4.7% 443,322 $111.0M
Ossiam 1.91% Reduce -22.3% 442,364 $110.8M
Great Valley Advisor Group, Inc. 2.48% Reduce -1.6% 442,133 $110.7M
Franklin Street Advisors Inc. 7.35% Reduce -4.6% 441,677 $110.6M
Cary Street Partners Financial LLC 3.57% — 439,163 $110.0M
Transcend Capital Advisors, LLC 7.94% Reduce -7.5% 439,119 $110.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 3.16% Reduce -10.1% 438,289 $109.8M
Wharton Business Group, LLC 4.95% Reduce -0.7% 437,576 $109.6M
Meritage Portfolio Management 6.77% Reduce -8.3% 435,930 $109.2M
Mizuho Markets Americas LLC 2.09% New 435,000 $108.9M
Howard Capital Management Group, LLC 7.44% Reduce -1.4% 434,499 $108.8M
Robertson Stephens Wealth Management, LLC 3.84% Add +3.6% 430,945 $107.9M
Sienna Gestion 7.27% Add +860.9% 430,191 $107.7M
Evanson Asset Management, LLC 7.26% Reduce -0.1% 422,893 $105.9M
Hantz Financial Services, Inc. 1.84% Reduce -1.7% 422,593 $105.8M
Vestor Capital, LLC 8.07% Reduce -21.0% 422,438 $105.8M
Lombard Odier Asset Management (Switzerland) SA 7.86% Add +10.5% 421,538 $105.6M
Van Lanschot Kempen Investment Management N.V. 1.05% Reduce -2.5% 420,673 $105.3M
Cincinnati Insurance Co. 1.86% Reduce -26.8% 420,000 $105.2M
Ingalls & Snyder LLC 4.14% Reduce -4.5% 418,940 $104.9M
Hoffman, Alan N Investment Management 47.23% Reduce -0.8% 417,699 $104.6M
MMBG Investment Advisors Co. 11.08% Reduce -0.6% 416,792 $104.4M
Banque Pictet & Cie SA 1.02% Add +8.2% 415,985 $104.2M
Global Retirement Partners, LLC 2.98% Add +5.5% 415,602 $104.1M
Howland Capital Management LLC 4.54% Add +0.3% 414,329 $103.8M
Van Hulzen Asset Management, LLC 7.55% Reduce -10.2% 412,195 $103.2M
Joel Isaacson & Co., LLC 4.63% Add +0.7% 410,573 $102.8M
Applied Finance Capital Management, LLC 4.44% Add +1.3% 408,106 $102.2M
Temasek Holdings (Private) Ltd 0.40% Reduce -26.0% 405,474 $101.5M
Baldwin Wealth Partners LLC 6.99% Add +1.7% 404,041 $101.2M
Ameritas Advisory Services, LLC 3.47% Add +148.6% 401,479 $100.5M
U.S. Capital Wealth Advisors, LLC 3.13% Add +12.9% 400,922 $100.4M
Signature Estate & Investment Advisors LLC 2.51% Add +0.9% 400,155 $100.2M
UNIVEST FINANCIAL Corp 6.31% Reduce -0.9% 399,681 $100.1M
Americana Partners, LLC 4.08% Add +114.3% 398,824 $99.9M
Sowell Financial Services LLC 5.23% Reduce -1.3% 397,496 $99.5M
Tritonpoint Wealth, LLC 9.01% Reduce -0.9% 397,450 $99.5M
Adell Harriman & Carpenter Inc. 6.88% Add +0.1% 395,162 $99.0M
LVM Capital Management Ltd. 10.62% Reduce -2.5% 394,482 $98.8M
Focus Financial Network, Inc. 3.93% Reduce -1.6% 394,447 $98.8M
Smith Salley Wealth Management 6.34% Add +0.8% 393,952 $98.7M
Mgo One Seven LLC 3.79% Add +9.6% 393,523 $98.5M
Centiva Capital, LP 3.75% New 393,307 $98.5M
Nippon Life Global Investors Americas, Inc. 4.53% Reduce -9.0% 392,380 $98.3M
Westpac Banking Corp. 6.51% Add +1.9% 391,534 $98.0M
Highland Capital Management, LLC 5.59% Reduce -1.6% 390,801 $97.9M
Community Bank, N.A. 12.54% Reduce -0.7% 390,498 $97.8M
ExodusPoint Capital Management, LP 1.01% New 389,128 $97.4M
Gradient Investments LLC 1.96% Reduce -2.3% 385,597 $96.6M
Klingenstein Fields & Co. LP 3.87% Reduce -1.2% 383,031 $95.9M
Plato Investment Management Ltd 7.05% Add +7.2% 381,377 $95.9M
BDF-Gestion 9.81% Reduce -11.5% 381,923 $95.6M
Davidson Investment Advisors 4.64% Reduce -1.0% 381,702 $95.6M
Colonial Trust Advisors 8.42% Reduce -1.6% 379,213 $95.0M
ARS Investment Partners, LLC 8.54% Add +3.2% 378,612 $94.8M
Locust Wood Capital Advisers, LLC 3.50% Reduce -3.8% 378,290 $94.7M
Alberta Investment Management Corp 0.66% Add +76.6% 377,985 $94.7M
Insigneo Advisory Services, LLC 9.79% Reduce -4.5% 377,964 $94.6M
Oriental Harbor Investment Master Fund 9.46% No change 375,756 $94.1M
Praxis Investment Management Inc. 6.10% Reduce -6.0% 375,278 $94.0M
Thoroughbred Financial Services, LLC 5.73% Reduce -2.3% 374,133 $93.7M
Vestcor Inc 3.10% Reduce -0.4% 374,008 $93.7M
Focus Partners Advisor Solutions, LLC 1.58% Add +1.8% 372,938 $93.4M
Fisher Funds Management LTD 2.25% — 371,983 $93.1M
Jia Investment Alliance Pte. LTD. 9.60% No change 371,700 $93.1M
Talbot Financial, LLC 11.05% Reduce -2.1% 370,988 $92.9M
Principle Wealth Partners LLC 6.52% Add +0.2% 370,624 $92.8M
RK Capital Management, LLC 7.72% New 370,010 $92.7M
Schonfeld Strategic Advisors LLC 0.58% Add +158.7% 369,984 $92.7M
Main Street Research LLC 5.77% Add +0.6% 369,578 $92.5M
Mar Vista Investment Partners LLC 6.32% Reduce -7.3% 368,415 $92.3M
International Assets Investment Management, LLC 7.69% Reduce -19.4% 471,462 $91.9M
Means Investment Co., Inc. 9.54% Reduce -1.2% 366,044 $91.7M
Gerber Kawasaki Wealth & Investment Management 3.98% Reduce -1.0% 365,292 $91.5M
Jaffetilchin Investment Partners, LLC 6.61% Reduce -1.0% 364,627 $91.3M
Obermeyer Wealth Partners 4.76% Reduce -1.2% 364,614 $91.3M
Welch Group, LLC 4.10% Reduce -0.7% 361,297 $91.1M
Community Trust & Investment Co. 5.63% Reduce -2.5% 363,468 $91.0M
Wahed Invest LLC 15.12% Add +3.4% 363,304 $91.0M
Foundations Investment Advisors, LLC 1.76% Add +6.3% 363,124 $90.9M
Appleton Partners Inc. 6.71% Reduce -5.0% 362,782 $90.8M
WealthPlan Investment Management, LLC 8.95% Add +1.4% 361,925 $90.6M
Wealth Alliance, LLC 10.84% Add +0.5% 361,913 $90.6M
Edgemoor Investment Advisors, Inc. 8.03% Reduce -3.0% 361,437 $90.5M
McDaniel Terry & Co. 7.42% Add +0.3% 361,332 $90.5M
Voleon Capital Management LP 6.72% — 361,182 $90.4M
Brickley Wealth Management 18.32% Add +4.1% 360,273 $90.2M
Campbell Newman Asset Management Inc. 7.26% Reduce -5.2% 359,565 $90.0M
Weatherly Asset Management L. P. 7.97% Reduce -1.9% 358,639 $89.8M
Meridian Wealth Management, LLC 4.25% Reduce -1.1% 358,302 $89.7M
Evergreen Capital Management LLC 2.92% Reduce -0.1% 358,194 $89.7M
Keystone Financial Group 8.83% Add +79.3% 360,158 $89.4M
North Star Asset Management Inc. 3.94% Add +12.4% 355,697 $89.1M
YHB Investment Advisors, Inc. 7.27% Reduce -1.0% 353,478 $88.5M
Ballentine Partners, LLC 1.51% Add +2.1% 353,038 $88.4M
SeaCrest Wealth Management, LLC 9.29% Add +0.2% 352,766 $88.3M
Financial Advocates Investment Management 5.03% Reduce -3.7% 352,694 $88.3M
Albion Financial Group 6.02% Add +0.7% 351,175 $87.9M
United Services Automobile Association 2.86% Add +1.7% 349,900 $87.6M
Cornerstone Wealth Management, LLC 5.90% Add +0.0% 348,988 $87.4M
Venture Visionary Partners LLC 3.69% Reduce -0.4% 347,836 $87.1M
Meiji Yasuda Life Insurance Co 1.64% Add +11.1% 347,406 $87.0M
Berkley W R Corp. 4.92% New 347,200 $86.9M
Atlantic Union Bankshares Corp 5.04% Reduce -0.1% 346,009 $86.6M
Clear Harbor Asset Management, LLC 6.98% Add +2.2% 345,634 $86.6M
Cobblestone Capital Advisors LLC 4.71% Reduce -0.8% 345,231 $86.5M
Birinyi Associates Inc. 23.71% Reduce -0.5% 344,033 $86.2M
Harbor Investment Advisory, LLC 8.05% Reduce -0.7% 361,107 $86.1M
Annex Advisory Services, LLC 2.59% Add +14.9% 343,025 $85.9M
Academy Capital Management 14.04% Reduce -0.4% 343,006 $85.9M
Fulton Breakefield Broenniman LLC 6.12% Add +2.7% 342,331 $85.7M
Birch Hill Investment Advisors LLC 3.98% Reduce -0.1% 341,919 $85.6M
Triglav Investments, D.O.O. 6.72% — 340,881 $85.4M
SouthState Bank Corp 5.59% Add +16.0% 340,745 $85.3M
Josh Arnold Investment Consultant, LLC 71.81% Reduce -1.8% 338,862 $84.9M
Avity Investment Management Inc. 6.64% Reduce -0.6% 338,540 $84.8M
IFP Advisors, Inc 2.78% Add +9.4% 338,411 $84.7M
Baskin Financial Services Inc. 6.72% Reduce -1.7% 337,500 $84.5M
Am Investment Strategies LLC 20.55% Reduce -5.9% 337,142 $84.4M
First Horizon Advisors, Inc. 2.36% Reduce -0.6% 336,236 $84.2M
GFI Investment Counsel Ltd. 9.65% Reduce -0.3% 335,652 $84.1M
HBK Sorce Advisory LLC 2.52% Add +1.7% 333,771 $83.6M
Grassi Investment Management 7.13% Reduce -2.2% 333,458 $83.5M
Belpointe Asset Management LLC 5.02% Add +6.3% 363,826 $83.4M
Carret Asset Management, LLC 9.11% Reduce -1.4% 332,264 $83.2M
TCTC Holdings, LLC 2.98% Reduce -1.0% 331,737 $83.1M
Essex Financial Services, Inc. 5.86% Add +2.6% 330,874 $82.9M
AMG National Trust Bank 2.28% Reduce -1.3% 329,305 $82.6M
Rollins Financial Advisors, LLC 12.90% Reduce -1.1% 329,923 $82.6M
Longbow Finance SA 8.98% Add +5.0% 328,254 $82.2M
First Foundation Advisors 3.09% Reduce -0.4% 328,092 $82.2M
Kanawha Capital Management LLC 6.42% Reduce -1.3% 326,534 $81.8M
Taurus Asset Management, LLC 7.91% Reduce -1.0% 324,839 $81.3M
Compound Planning, Inc. 4.10% Add +21.7% 324,005 $81.1M
Martin Currie Ltd. 2.98% Reduce -4.3% 323,181 $80.9M
Meeder Advisory Services, Inc. 5.05% Add +2.5% 323,157 $80.9M
LS Investment Advisors, LLC 11.84% Reduce -1.1% 322,542 $80.8M
Burns J W & Co. Inc. 10.31% Reduce -3.0% 322,369 $80.7M
Beacon Investment Advisory Services, Inc. 3.50% Add +0.5% 322,192 $80.7M
Northeast Financial Consultants Inc 3.40% Add +0.3% 321,881 $80.6M
Elequin Capital, LP 12.41% New 320,000 $80.1M
National Mutual Insurance Federation of Agricultural Cooperatives 0.69% No change 319,400 $80.0M
Himalaya Capital Management 2.93% No change 317,700 $79.6M
Western Wealth Management, LLC 4.26% Reduce -0.7% 317,239 $79.4M
Boston Family Office LLC 5.45% Reduce -0.6% 317,186 $79.4M
General American Investors Co. Inc. 5.65% No change 316,000 $79.1M
Capstone Investment Advisors, LLC 1.00% Add +6738.0% 315,780 $79.1M
Saratoga Research & Investment Management 3.97% Reduce -5.4% 314,141 $78.7M
Caisse Des Depots Et Consignations 3.85% — 313,459 $78.5M
Montag A & Associates Inc. 3.73% Reduce -0.7% 312,984 $78.4M
Modern Wealth Management, LLC 2.92% Add +200.4% 312,343 $78.2M
Northwest & Ethical Investments L.P. 2.12% Reduce -1.0% 311,596 $78.0M
Washington Trust Advisors, Inc. 6.52% Reduce -1.0% 311,218 $77.9M
Aljian Capital Management, LLC 16.95% Reduce -0.7% 311,164 $77.9M
TRB Advisors LP 12.92% No change 310,000 $77.6M
Belmont Capital, LLC 12.62% Reduce -15.3% 309,765 $77.6M
Roundview Capital LLC 5.40% Add +2.6% 309,051 $77.4M
Sound View Wealth Advisors Group, LLC 6.23% Add +0.1% 308,929 $77.4M
Beese Fulmer Investment Management, Inc. 6.60% Reduce -0.6% 308,927 $77.4M
Cincinnati Specialty Underwriters Insurance CO 21.21% No change 308,000 $77.1M
BLB&B Advisors, LLC 3.93% Reduce -3.5% 307,273 $76.9M
Callan Family Office, LLC 4.87% Add +315.8% 305,612 $76.5M
Philadelphia Trust Co. 5.61% Reduce -3.6% 305,352 $76.5M
Moody LYNN Lieberson & Walker, LLC 4.68% Reduce -0.1% 305,264 $76.4M
Stonebridge Capital Advisors LLC 6.13% Reduce -0.6% 304,936 $76.4M
Ashton Thomas Private Wealth, LLC 2.97% Add +6.7% 304,426 $76.2M
Curi Capital, LLC 1.76% Reduce -9.0% 304,332 $76.2M
MPS Loria Financial Planners, LLC 22.53% Add +0.1% 303,845 $76.1M
Bragg Financial Advisors, Inc 3.08% Reduce -0.4% 303,700 $76.1M
Chesley Taft & Associates LLC 3.51% Reduce -0.9% 301,667 $75.5M
Lowe Brockenbrough & Co. Inc. 4.84% Reduce -1.0% 301,630 $75.5M
Kimelman & Baird, LLC 6.00% Reduce -2.1% 301,461 $75.5M
Baron Capital (BAMCO) 0.20% Add +0.3% 301,279 $75.4M
Rothschild Investment LLC 4.94% Reduce -2.2% 301,018 $75.4M
Aspiriant, LLC 2.71% Reduce -1.4% 300,142 $75.2M
Forbes Financial Planning, Inc. 36.40% Reduce -6.3% 20,454 $75.1M
Penobscot Investment Management Company, Inc. 6.80% Reduce -2.5% 299,003 $74.9M
TrinityBridge Ltd 2.11% No change 298,682 $74.8M
Strategic Wealth Investment Group, LLC 4.13% Add +37.4% 249,927 $74.7M
Meeder Asset Management Inc. 5.17% Add +12.4% 297,580 $74.5M
Wendell David Associates Inc. 7.36% Reduce -1.0% 297,451 $74.5M
CreativeOne Wealth, LLC 2.28% Add +52.5% 296,753 $74.3M
Frank, Rimerman Advisors LLC 5.39% Reduce -9.0% 296,371 $74.2M
Avestar Capital, LLC 6.73% Add +3.5% 295,822 $74.1M
Iron Gate Global Advisors LLC 10.45% Add +2.3% 296,230 $74.1M
Richard Bernstein Advisors LLC 1.68% Reduce -3.6% 295,272 $73.9M
CFM Wealth Partners LLC 12.44% Reduce -1.8% 294,521 $73.8M
GuideStone Capital Management, LLC 100.00% No change 293,577 $73.5M
Transform Wealth, LLC 4.08% Add +9.0% 293,349 $73.5M
Capital International Sarl 1.69% Reduce -5.5% 292,260 $73.2M
Fort Sheridan Advisors LLC 10.67% Reduce -0.6% 291,931 $73.1M
NBT Bank, N.A. 5.09% Reduce -7.4% 291,783 $73.1M
Simon Quick Advisors, LLC 4.37% Reduce -0.8% 291,286 $72.9M
Ceeto Capital Group, LLC 26.85% Reduce -1.0% 291,281 $72.9M
Fifth Third Wealth Advisors LLC 3.96% Add +4.5% 291,250 $72.9M
Larson Financial Group LLC 3.77% Add +54.6% 290,632 $72.8M
Bouchey Financial Group, Ltd. 6.34% Add +3.4% 289,725 $72.6M
M&G PLC 0.46% Reduce -1.3% 289,113 $72.3M
Wedge Capital Management L L P 1.30% Add +1.5% 287,955 $72.1M
GW Henssler & Associates Ltd. 4.13% Reduce -0.8% 309,098 $72.0M
Summit Financial, LLC 2.52% Add +12.1% 286,408 $71.7M
AlTi Global, Inc. 1.73% Reduce -8.4% 297,800 $71.7M
RB Capital Management, LLC 17.47% Reduce -5.5% 285,895 $71.6M
LMCG Investments, LLC 4.38% Reduce -6.4% 285,341 $71.5M
Bath Savings Trust Co 7.25% Reduce -0.8% 285,147 $71.4M
Shikiar Asset Management Inc. 20.95% Reduce -1.1% 285,127 $71.4M
Fulton Bank, N.A. 2.75% Reduce -1.8% 284,779 $71.3M
Hilltop Holdings Inc. 4.50% Add +2.4% 284,495 $71.2M
Edmond DE Rothschild Holding S.A. 1.22% Reduce -13.6% 284,070 $71.1M
Kingswood Wealth Advisors, LLC 5.34% Reduce -15.7% 283,858 $71.1M
First Nebraska Trust Co 6.84% Add +0.9% 282,958 $70.9M
Beaumont Financial Advisors, LLC 5.31% Reduce -0.9% 282,833 $70.8M
Boussard & Gavaudan Investment Management LLP 9.36% New 280,600 $70.8M
Wesleyan Assurance Society 5.41% Reduce -2.1% 282,600 $70.8M
Bank Pictet & Cie (Europe) AG 1.55% Reduce -0.4% 282,519 $70.7M
Arkadios Wealth Advisors 3.86% Add +0.6% 282,490 $70.7M
Fragasso Financial Advisors Inc 5.40% Reduce -2.2% 282,484 $70.7M
Harbour Investments, Inc. 2.03% Add +1.6% 282,390 $70.7M
ZWJ Investment Counsel Inc. 2.92% Reduce -1.0% 282,098 $70.6M
First National Bank of Omaha 4.58% Reduce -2.5% 280,638 $70.3M
Smithfield Trust Co 3.47% Reduce -0.7% 278,073 $69.6M
Courier Capital LLC 4.80% Reduce -4.8% 277,885 $69.6M
Nwam LLC 4.30% Reduce -9.4% 277,740 $69.6M
KMG Fiduciary Partners, LLC 5.74% Reduce -0.7% 276,782 $69.3M
Comgest Global Investors S.A.S. 1.13% Reduce -10.6% 276,612 $69.3M
Osborne Partners Capital Management, LLC 3.99% Reduce -0.4% 275,634 $69.0M
Allen Investment Management, LLC 0.80% Reduce -4.9% 275,623 $69.0M
Private Capital Advisors, Inc. 8.22% Reduce -0.2% 275,609 $69.0M
Dillon & Associates Inc. 9.54% Reduce -1.8% 275,202 $68.8M
SCS Capital Management LLC 1.42% Add +0.1% 274,673 $68.8M
Marco Investment Management LLC 5.93% Reduce -1.0% 274,316 $68.7M
Knights of Columbus Asset Advisors LLC 4.53% Add +7.2% 274,173 $68.7M
Integrated Advisors Network LLC 3.29% Add +6.2% 274,104 $68.6M
Narwhal Capital Management 6.07% Reduce -1.0% 274,069 $68.6M
Nixon Peabody Trust Co. 5.65% Reduce -0.4% 273,642 $68.5M
Sumitomo Life Insurance Co. 1.29% Add +7.6% 273,640 $68.5M
Unigestion Holding SA 3.94% Add +36.6% 273,465 $68.5M
Sonora Investment Management Group, LLC 5.31% Reduce -0.6% 273,268 $68.4M
S&co Inc. 4.64% Reduce -6.4% 273,083 $68.4M
Aviance Capital Partners, LLC 9.45% Add +2.7% 272,983 $68.4M
Farther Finance Advisors, LLC 2.47% Reduce -13.9% 272,948 $68.4M
Dupont Capital Management Corp. 6.37% No change 272,580 $68.3M
Trust Co. of Toledo NA 8.93% Add +23.4% 272,014 $68.1M
Granite Investment Partners, LLC 2.94% Reduce -2.4% 271,351 $68.0M
Heritage Wealth Advisors 3.35% Reduce -5.8% 269,976 $67.6M
China Universal Asset Management Co., Ltd. 6.30% Add +17.2% 268,894 $67.3M
Hemenway Trust Co LLC 5.43% Reduce -0.9% 267,235 $66.9M
Prosperity Consulting Group, LLC 5.04% Add +0.6% 267,220 $66.9M
Marble Harbor Investment Counsel, LLC 7.37% Reduce -1.2% 266,962 $66.9M
Twin Capital Management Inc. 7.32% Add +3.6% 266,805 $66.8M
Bedrijfstakpensioenfonds Voor DE Media Pno 8.31% Reduce -5.0% 275,400 $66.6M
Thomasville National Bank 4.75% Reduce -0.4% 263,662 $66.0M
WMS Partners, LLC 3.69% Add +2.5% 263,095 $65.9M
Aureus Asset Management, LLC 4.25% Reduce -1.4% 262,655 $65.8M
Hartline Investment Corp./ 7.54% Reduce -1.6% 262,525 $65.7M
Bender Robert & Associates 15.86% Reduce -35.3% 262,400 $65.7M
Blackhill Capital Inc. 3.39% No change 261,400 $65.5M
Bar Harbor Wealth Management 4.28% Reduce -0.7% 261,105 $65.4M
Clare Market Investments LLC 15.51% Reduce -0.2% 260,913 $65.3M
First American Trust, FSB 6.52% Add +7.6% 260,899 $65.3M
Middleton & Co. Inc. 7.19% Reduce -0.1% 260,031 $65.1M
Ledyard National Bank 6.11% Reduce -3.4% 259,247 $64.9M
Manchester Capital Management LLC 7.50% Reduce -0.3% 258,068 $64.6M
Evoke Wealth, LLC 1.79% Add +2.3% 257,350 $64.4M
Leavell Investment Management, Inc. 3.16% Reduce -0.8% 257,090 $64.4M
Stokes Family Office, LLC 6.86% Add +0.8% 256,373 $64.2M
Rockland Trust Co. 3.26% Reduce -0.3% 255,865 $64.1M
Archon Partners LLC 7.43% No change 255,000 $63.9M
Teamwork Financial Advisors, LLC 8.28% Reduce -0.2% 253,800 $63.6M
Sloy Dahl & Holst, LLC 8.05% Reduce -24.7% 253,441 $63.5M
Avenir Corp. 6.49% Reduce -4.4% 253,297 $63.4M
North Star Investment Management Corp. 4.41% Reduce -2.3% 252,989 $63.4M
Connors Investor Services Inc. 5.93% Add +1.8% 252,749 $63.3M
L. Roy Papp & Associates, LLP 7.39% Reduce -1.1% 252,681 $63.3M
Chilton Investment Co. Inc. 1.62% Reduce -0.6% 252,330 $63.2M
Stillwater Capital Advisors, LLC 7.80% Reduce -0.6% 251,690 $63.0M
Ar Asset Management Inc. 14.43% Reduce -0.9% 251,588 $63.0M
Klingman & Associates, LLC 3.98% Add +1.0% 251,534 $63.0M
Dock Street Asset Management Inc. 7.53% Reduce -1.5% 251,032 $62.9M
Gladstone Institutional Advisory LLC 2.91% Add +4.9% 250,566 $62.7M
Lee Danner & Bass Inc. 4.97% Reduce -4.8% 250,297 $62.7M
Smith Group Asset Management, LLC 4.61% Add +0.6% 249,880 $62.6M
Kayne Anderson Rudnick Investment Management LLC 0.14% Reduce -5.9% 249,829 $62.6M
Forbes J M & Co. LLP 6.01% Add +1.9% 249,186 $62.4M
Newlands Management Operations LLC 0.39% No change 248,975 $62.3M
Jacobs & Co. 6.34% Reduce -2.4% 248,949 $62.3M
SlateStone Wealth, LLC 6.11% Reduce -12.9% 248,764 $62.3M
Boston Common Asset Management, LLC 1.81% Add +30.7% 248,706 $62.3M
Lindbrook Capital, LLC 5.61% Reduce -6.1% 248,302 $62.2M
Southeast Asset Advisors, LLC 7.62% Reduce -17.1% 247,989 $62.1M
Essential Planning, LLC. 0.40% Add +3181.0% 263,269 $62.1M
Violich Capital Management, Inc. 8.04% Reduce -5.1% 246,947 $61.8M
Chicago Partners Investment Group LLC 2.06% Add +5.6% 254,537 $61.8M
Foster & Motley Inc. 4.02% Add +0.1% 246,608 $61.8M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.95% Reduce -16.1% 244,389 $61.6M
Mindset Wealth Management, LLC 22.49% Add +8.3% 245,666 $61.5M
Diversify Advisory Services, LLC 3.38% Reduce -10.2% 258,823 $61.3M
Caldwell Trust Co 6.40% Reduce -1.5% 244,500 $61.2M
Palisade Capital Management, LP 1.85% Reduce -1.6% 244,428 $61.2M
Silicon Valley Capital Partners 6.83% Reduce -3.7% 244,354 $61.2M
Guardian Capital LP 2.27% Add +1.9% 243,274 $60.9M
Berkshire Asset Management LLC 2.88% Reduce -5.0% 273,048 $60.8M
Taikang Asset Management (Hong Kong) Co Ltd 8.88% Reduce -40.0% 241,277 $60.4M
Soltis Investment Advisors LLC 5.58% Add +15.1% 240,664 $60.3M
Cornerstone Wealth Group, LLC 4.93% Add +3.4% 240,458 $60.2M
Quadrant Capital Group LLC 4.14% Reduce -2.9% 240,366 $60.2M
Accredited Investors Inc. 3.53% Reduce -0.9% 240,256 $60.2M
Procyon Advisors, LLC 3.84% Add +3.3% 239,710 $60.0M
SOA Wealth Advisors, LLC. 11.03% Reduce -1.3% 239,051 $59.9M
Pittenger & Anderson Inc. 2.17% Reduce -1.9% 238,701 $59.8M
Jag Capital Management, LLC 8.32% Add +4.0% 237,871 $59.6M
Falcon Wealth Planning 6.64% Reduce -11.7% 237,826 $59.6M
Edgewood Management LLC 0.17% Reduce -0.1% 237,641 $59.5M
Stratos Wealth Advisors, LLC 2.85% Reduce -9.8% 237,368 $59.4M
Wedmont Private Capital 3.13% Add +9.2% 250,656 $59.4M
Greenwood Gearhart LLC 4.09% Add +7.3% 236,587 $59.2M
Forte Capital LLC 6.66% Reduce -3.5% 236,546 $59.2M
Apriem Advisors 6.77% Reduce -0.2% 236,181 $59.1M
NJ State Employees Deferred Compensation Plan 7.16% Reduce -4.8% 235,300 $58.9M
Capula Management Ltd 0.40% Reduce -7.0% 234,956 $58.8M
Suncoast Equity Management 6.57% Reduce -1.6% 234,947 $58.8M
Hardman Johnston Global Advisors LLC 2.42% Reduce -4.4% 233,779 $58.5M
Crawford Investment Counsel Inc. 1.05% Reduce -0.1% 232,616 $58.3M
CTC LLC 5.87% New 232,531 $58.2M
Palisade Asset Management, LLC 5.90% Reduce -0.8% 232,223 $58.2M
Biondo Investment Advisors, LLC 8.01% Reduce -0.4% 232,204 $58.1M
Tower Bridge Advisors 6.29% Reduce -2.3% 232,032 $58.1M
Pallas Capital Advisors LLC 2.48% Add +3.1% 231,017 $57.9M
Nearwater Capital Markets, Ltd 1.65% — 231,000 $57.8M
GAMMA Investing LLC 4.93% Add +15.2% 230,722 $57.8M
Dorsey & Whitney Trust CO LLC 3.18% Add +8.3% 230,369 $57.7M
Ursa Fund Management, LLC 10.35% New 229,900 $57.6M
Flagship Harbor Advisors, LLC 3.02% Add +0.4% 229,871 $57.6M
Telos Capital Management, Inc. 6.08% Reduce -2.5% 227,672 $57.0M
Mechanics Bank Trust Department 7.58% Reduce -16.1% 227,229 $56.9M
First Merchants Corp. 2.19% Reduce -3.1% 226,967 $56.8M
Fidelis Capital Partners, LLC 5.68% Add +13.0% 249,087 $56.8M
Fiduciary Group, LLC 5.69% Add +1.8% 226,443 $56.7M
Fiduciary Alliance LLC 5.73% Add +16.9% 226,116 $56.6M
Pinnacle Wealth Management Advisory Group, LLC 5.29% Reduce -0.9% 226,064 $56.6M
New Age Alpha Advisors, LLC 2.29% Add +214982.9% 225,837 $56.6M
Vision Capital Management, Inc. 8.30% Reduce -1.0% 225,581 $56.5M
Krilogy Financial LLC 3.75% Reduce -3.0% 224,422 $56.2M
Harbour Trust & Investment Management Co 6.36% Reduce -1.0% 223,285 $55.9M
Sfmg, LLC 4.41% Add +0.4% 223,224 $55.9M
Mufg Securities Americas Inc. 7.37% — 223,134 $55.9M
CHURCHILL MANAGEMENT Corp 0.61% Add +0.9% 222,938 $55.8M
Spinnaker Trust 3.51% Add +1.8% 222,468 $55.7M
JGP Wealth Management, LLC 7.16% Add +0.7% 221,319 $55.4M
LaFleur & Godfrey LLC 7.59% Reduce -3.2% 221,060 $55.4M
Equitable Trust Co. 3.09% Add +1.0% 221,022 $55.3M
BBR Partners, LLC 3.86% Add +13.3% 220,998 $55.3M
Columbia Asset Management 10.58% Reduce -2.8% 220,945 $55.3M
Webster Bank, N. A. 5.94% Reduce -1.8% 220,541 $55.2M
Dale Q Rice Investment Management Ltd 24.26% — 220,298 $55.2M
Physicians Financial Services, Inc. 16.73% Add +0.8% 220,058 $55.1M
Artemis Investment Management LLP 0.78% Reduce -66.9% 219,868 $55.1M
Principal Securities, Inc. 1.24% Add +8.3% 219,761 $55.0M
Amica Mutual Insurance Co. 5.61% Reduce -5.3% 218,741 $54.8M
Alps Advisors Inc. 0.35% Add +0.3% 218,710 $54.8M
Private Advisory Group LLC 6.13% Add +1.9% 218,467 $54.7M
Martingale Asset Management L P 1.33% Reduce -13.7% 218,262 $54.7M
Secure Asset Management, LLC 8.29% Add +0.7% 218,167 $54.6M
Heritage Trust Co 6.43% — 218,121 $54.6M
Sawgrass Asset Management LLC 6.00% Reduce -7.9% 218,110 $54.6M
Venturi Wealth Management, LLC 2.68% Add +11.9% 217,681 $54.5M
Visionary Wealth Advisors 3.18% Reduce -0.8% 216,822 $54.3M
Formidable Asset Management, LLC 8.89% Reduce -2.5% 216,235 $54.1M
Bristlecone Advisors, LLC 4.23% Reduce -0.5% 216,082 $54.1M
Baltimore-Washington Financial Advisors, Inc. 2.81% Add +0.2% 215,645 $54.0M
Schaper Benz & Wise Investment Counsel Inc. 4.33% Reduce -1.5% 215,614 $54.0M
Graypoint LLC 3.27% Reduce -1.3% 215,478 $54.0M
Nilsine Partners, LLC 5.77% Add +14.9% 215,098 $53.9M
7G Capital Management, LLC 47.39% Reduce -69.3% 215,000 $53.8M
WealthPLAN Partners, LLC 7.63% Reduce -8.4% 214,695 $53.8M
Community Bank & Trust, Waco, Texas 12.27% Reduce -0.8% 214,693 $53.8M
Wealthcare Advisory Partners LLC 1.49% Reduce -0.6% 214,610 $53.7M
KEYWISE CAPITAL MANAGEMENT (HK) Ltd 4.45% Reduce -0.0% 214,550 $53.7M
Cullen Investment Group, LTD. 7.91% Reduce -0.5% 214,198 $53.6M
Mullaney, Keating & Wright, Inc. 36.21% Reduce -0.4% 214,184 $53.6M
Verdence Capital Advisors LLC 4.31% Reduce -1.3% 214,153 $53.6M
EverSource Wealth Advisors, LLC 3.01% Add +4.9% 213,909 $53.6M
Blue Chip Partners, LLC 4.60% Reduce -1.0% 213,749 $53.5M
Alerus Financial NA 4.09% Reduce -11.5% 213,069 $53.4M
GM Advisory Group, LLC 2.93% Add +1.5% 211,357 $52.9M
Picton Mahoney Asset Management 2.01% Reduce -19.2% 211,185 $52.9M
Apexium Financial, LP 3.21% Add +11.0% 210,899 $52.8M
Baker Chad R 10.32% Reduce -8.7% 210,474 $52.7M
Aquatic Capital Management LLC 1.43% New 210,424 $52.7M
Rossmore Private Capital 6.51% Add +1.4% 210,163 $52.6M
American Assets Investment Management, LLC 4.28% No change 210,000 $52.6M
Strategic Advisors LLC 9.51% Add +14.8% 209,940 $52.6M
Trajan Wealth LLC 2.91% Add +9.3% 209,769 $52.5M
Cypress Capital Group 6.43% Reduce -1.1% 209,307 $52.4M
Harold Davidson & Associates Inc. 25.01% — 208,825 $52.3M
Centaurus Financial, Inc. 3.18% Add +2.9% 208,239 $52.1M
Oakworth Capital, Inc. 3.58% Add +0.3% 207,934 $52.1M
DORCHESTER WEALTH MANAGEMENT Co 10.38% Reduce -18.0% 207,802 $52.0M
Tompkins Financial Corp. 4.83% Reduce -2.1% 207,555 $52.0M
Petredis Investment Advisors LLC 5.37% Reduce -1.9% 207,369 $51.9M
Blue Fin Capital, Inc. 9.55% Reduce -0.6% 206,997 $51.8M
Greenwich Wealth Management LLC 3.65% Add +0.1% 206,765 $51.8M
Cadence Bank 3.51% Reduce -0.4% 206,683 $51.8M
Mather Group, Llc. 0.67% Add +1.5% 206,511 $51.7M
Nemes Rush Group LLC 6.38% Add +2.5% 205,967 $51.6M
Estabrook Capital Management 7.92% Reduce -1.7% 204,650 $51.2M
BTC Capital Management, Inc. 4.74% Reduce -1.4% 204,404 $51.2M
Waycross Partners, LLC 6.61% Reduce -1.5% 203,931 $51.1M
Valley Wealth Managers, Inc. 3.81% Reduce -0.7% 203,754 $51.0M
ZEGA Investments, LLC 15.11% — 229,031 $51.0M
Resources Management Corp. /CT/ 6.97% Reduce -1.9% 203,729 $51.0M
Rehmann Capital Advisory Group 3.23% Add +24.6% 203,637 $51.0M
Capital Analysts, LLC 2.05% Add +0.2% 203,564 $51.0M
Trexquant Investment LP 0.59% Reduce -7.7% 203,428 $50.9M
MayTech Global Investments, LLC 6.00% Add +4.7% 203,239 $50.9M
Pine Valley Investments Ltd Liability Co 3.32% Reduce -3.1% 202,738 $50.8M
UG Investment Advisers Ltd. 19.87% Reduce -11.9% 202,663 $50.8M
Jackson Wealth Management, LLC 5.74% Add +2.4% 202,301 $50.7M
CRA Financial Services, LLC 8.67% Add +0.4% 201,818 $50.5M
Nan Shan Life Insurance Co., Ltd. 1.21% Reduce -8.1% 201,402 $50.4M
Steigerwald, Gordon & Koch Inc. 5.69% Reduce -2.1% 201,196 $50.4M
Lake Street Advisors Group, LLC 2.32% Reduce -3.0% 200,796 $50.3M
Mirae Asset Securities (usa) Inc. 2.35% Reduce -33.4% 200,574 $50.2M
Waldron Private Wealth LLC 2.02% Reduce -0.6% 200,559 $50.2M
Caption Management, LLC 2.07% New 200,000 $50.1M
Voloridge Investment Management, LLC 0.18% Reduce -78.6% 200,000 $50.1M
DSG Capital Advisors, LLC 9.04% — 199,267 $49.9M
Valmark Advisers, Inc. 0.77% Add +0.6% 198,299 $49.7M
City of London Investment Management Co. Ltd. 4.93% Add +7.5% 198,281 $49.7M
Kovack Advisors, Inc. 4.86% Add +10.7% 197,532 $49.5M
Cercano Management LLC 1.26% Add +12.1% 197,395 $49.4M
Ycg, LLC 3.92% Reduce -0.1% 197,214 $49.4M
Seizert Capital Partners, LLC 2.22% Add +5.4% 196,479 $49.2M
Avior Wealth Management, LLC 1.80% Add +15.8% 196,440 $49.2M
Zhang Financial LLC 2.81% Reduce -1.8% 196,007 $49.1M
Rothschild Capital Partners, LLC 11.90% Add +9.2% 195,947 $49.1M
AIA Group Ltd 1.18% Add +12.5% 195,717 $49.0M
OAKMONT Corp 8.56% Add +13.8% 195,397 $48.9M
Morningstar Investment Management LLC 3.85% Add +30.7% 194,913 $48.8M
American National Bank & Trust 5.43% Reduce -1.1% 194,118 $48.6M
Blue Investment Partners LLC 17.83% Add +0.6% 193,972 $48.6M
Madison Asset Management, LLC 0.55% Reduce -1.7% 193,953 $48.6M
Madison Investment Advisors, LLC 0.55% — 193,953 $48.6M
Renaissance Group LLC 2.01% Reduce -3.4% 193,719 $48.5M
CORDA Investment Management, LLC. 3.87% Reduce -10.0% 193,677 $48.5M
Executive Wealth Management, LLC 3.79% Reduce -4.8% 193,396 $48.4M
Rice Partnership, LLC 9.21% Add +0.0% 193,164 $48.4M
Octavia Wealth Advisors, LLC 5.87% Reduce -0.9% 193,158 $48.4M
Johnson Financial Group, Inc. 2.28% Reduce -0.1% 204,458 $48.3M
Legacy Private Trust Co. 3.15% Add +7.0% 192,391 $48.2M
Invictus Private Wealth, LLC 3.65% Reduce -0.8% 192,095 $48.1M
Kennedy Capital Management LLC 1.07% Reduce -3.4% 191,934 $48.1M
WestEnd Advisors, LLC 1.22% Add +0.5% 191,540 $48.0M
Hendershot Investments Inc. 6.53% Reduce -1.8% 191,282 $47.9M
Shufro Rose & Co. LLC 3.73% Reduce -0.6% 191,082 $47.9M
Culbertson A N & Co. Inc. 7.60% Reduce -3.3% 190,854 $47.8M
WCG Wealth Advisors LLC 3.14% Reduce -4.5% 189,857 $47.5M
Texas Yale Capital Corp. 1.91% Reduce -0.3% 189,666 $47.5M
Cassaday & Co Wealth Management LLC 1.30% Reduce -0.2% 189,611 $47.5M
Sabal Trust CO 2.74% Add +2.8% 189,421 $47.4M
Azzad Asset Management Inc. 9.14% Add +13.0% 189,297 $47.4M
Naples Global Advisors, LLC 4.43% Reduce -2.4% 189,020 $47.3M
SP Asset Management LLC 3.96% Reduce -1.5% 188,584 $47.2M
Vest Financial, LLC 0.83% Add +13.6% 188,326 $47.2M
Consolidated Portfolio Review Corp 7.46% Add +229.6% 188,191 $47.1M
Cascade Financial Partners, LLC 6.13% Add +0.5% 187,931 $47.1M
Kintegral Advisory, LLC 4.44% Reduce -4.5% 187,879 $47.0M
Fagan Associates, Inc. 7.43% Reduce -11.7% 186,822 $46.8M
Fullerton Fund Management Co Ltd. 1.63% Reduce -4.3% 186,663 $46.7M
German American Bancorp, Inc. 4.89% Add +1.5% 186,555 $46.7M
StoneX Group Inc. 2.57% Add +45.5% 186,424 $46.7M
Penn Davis McFarland Inc. 5.09% Add +0.3% 186,402 $46.7M
Checchi Capital Advisers, LLC 3.48% Add +6.2% 186,100 $46.6M
Trybe Capital Management LP 12.78% No change 186,042 $46.6M
Edge Wealth Management LLC 9.42% Reduce -2.8% 185,897 $46.6M
One Wealth Advisors, LLC 6.90% Reduce -5.8% 185,721 $46.5M
GAM Holding AG 3.47% Add +16.1% 185,647 $46.5M
Lyell Wealth Management, LP 4.16% Add +0.2% 185,415 $46.4M
NORTHSTAR ASSET MANAGEMENT Co 10.59% Reduce -0.4% 184,522 $46.2M
Douglas Lane & Associates, LLC 0.65% Add +0.8% 184,171 $46.1M
TruWealth Advisors, LLC 2.78% Add +1.4% 184,162 $46.1M
SageView Advisory Group, LLC 1.98% Add +26.7% 184,136 $46.1M
Coastline Trust Co 5.38% Add +0.3% 183,354 $45.9M
Thompson Siegel & Walmsley LLC 0.72% Reduce -7.4% 183,120 $45.9M
Aire Advisors, LLC 9.44% Reduce -0.2% 183,061 $45.8M
Forvis Mazars Wealth Advisors, LLC 1.06% Reduce -4.1% 182,848 $45.8M
TBH Global Asset Management, LLC 10.82% Reduce -2.3% 182,462 $45.7M
Cyndeo Wealth Partners, LLC 3.09% Add +4.4% 182,372 $45.7M
Csenge Advisory Group 2.47% Reduce -13.8% 182,006 $45.6M
Ramsay, Stattman, Vela & Price, Inc. 8.47% Reduce -0.9% 181,948 $45.6M
Meitav Investment House Ltd. 0.77% Reduce -28.4% 181,414 $45.4M
J.P. Marvel Investment Advisors, LLC 7.49% Reduce -0.3% 181,258 $45.4M
Griffin Asset Management, Inc. 5.32% Reduce -2.8% 180,794 $45.3M
Quest Investment Management LLC 5.25% Reduce -25.1% 180,642 $45.2M
Avitas Wealth Management LLC 6.24% Reduce -1.5% 180,028 $45.1M
Avidian Wealth Enterprises, LLC 2.02% Add +0.4% 179,572 $45.0M
Dixon Mitchell Investment Counsel Inc. 2.07% Reduce -20.6% 179,231 $44.9M
Synergy Asset Management, LLC 3.46% Add +7.5% 183,398 $44.7M
Arthur M. Cohen & Associates, LLC 7.90% Reduce -4.2% 178,032 $44.6M
BetterWealth, LLC 12.27% Add +25.9% 177,880 $44.5M
Woodmont Investment Counsel LLC 3.29% Reduce -1.1% 177,754 $44.5M
Elite Wealth Management, Inc. 10.40% Reduce -17.5% 177,608 $44.5M
Winslow Asset Management Inc. 8.85% Reduce -5.6% 177,417 $44.4M
Shared Vision Wealth Group LLC 23.38% Reduce -0.8% 177,398 $44.4M
Bowie Capital Management, LLC 2.35% Reduce -7.9% 177,027 $44.3M
CX Institutional 1.76% Add +11.7% 176,965 $44.3M
Nations Financial Group Inc, /Ia/ 3.24% Reduce -9.4% 176,963 $44.3M
Good Life Advisors, LLC 3.22% Reduce -1.7% 176,738 $44.3M
Generate Investment Management Ltd 3.09% Reduce -33.3% 176,542 $44.2M
River Wealth Advisors LLC 5.86% Reduce -0.4% 176,446 $44.2M
Washington Trust Bank 4.24% Reduce -3.8% 176,243 $44.1M
Bridgewater Advisors Inc. 4.60% Reduce -3.4% 188,992 $44.1M
Grove Bank & Trust 6.12% Add +1.5% 175,985 $44.1M
Bank of Hawaii 2.44% Reduce -0.5% 175,871 $44.0M
CSM Advisors, LLC 2.06% Reduce -2.3% 175,798 $44.0M
Lazari Capital Management, Inc. 17.52% Add +18.8% 175,482 $43.9M
Wealth Architects, LLC 4.96% Reduce -3.7% 175,403 $43.9M
K.J. Harrison & Partners Inc 6.87% Reduce -1.8% 179,704 $43.8M
Barr E S & Co. 2.59% Reduce -1.0% 174,965 $43.8M
Qtron Investments LLC 6.14% Reduce -1.4% 174,706 $43.7M
TriaGen Wealth Management LLC 14.74% Add +1.7% 174,652 $43.7M
Harvest Portfolios Group Inc. 1.46% Reduce -6.4% 174,585 $43.7M
Buckingham Capital Management, Inc. 5.01% Reduce -2.0% 174,354 $43.7M
United Asset Strategies, Inc. 4.00% Reduce -6.1% 174,236 $43.6M
Novare Capital Management LLC 3.67% Reduce -0.5% 174,075 $43.6M
Arete Wealth Advisors, LLC 3.12% Add +37.8% 172,767 $43.3M
CoreCap Advisors, LLC 1.97% Reduce -9.6% 172,656 $43.2M
Woodstock Corp. 4.16% Add +0.0% 172,475 $43.2M
Legacy Advisors, LLC 4.19% Add +16.5% 172,411 $43.2M
Ironwood Financial, llc 9.06% Reduce -1.2% 172,385 $43.2M
Hamilton Capital Partners Inc. 3.22% Add +18.0% 172,216 $43.1M
Pure Financial Advisors, LLC 0.98% Add +1.9% 172,210 $43.1M
WP Advisors, LLC 14.37% Reduce -3.1% 172,195 $43.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.83% Add +0.9% 171,916 $43.1M
L.M. Kohn & Company 11.14% Reduce -1.3% 171,849 $43.0M
Draper Asset Management, LLC 27.06% Reduce -2.9% 166,072 $43.0M
Abacus FCF Advisors LLC 5.65% Add +46.5% 171,439 $42.9M
Zullo Investment Group, Inc. 17.33% Reduce -0.6% 171,340 $42.9M
PFG Advisors 2.62% Reduce -4.9% 170,732 $42.8M
Colonial Trust Co / SC 6.35% Add +5.9% 170,531 $42.7M
RFG Advisory, LLC 1.21% Add +3.1% 170,468 $42.7M
Callahan Advisors, LLC 4.02% Reduce -2.2% 170,380 $42.7M
Smith, Moore & Co. 3.89% Add +2.9% 169,879 $42.5M
SignalPoint Asset Management, LLC 10.36% Reduce -1.1% 169,874 $42.5M
Guinness Asset Management LTD 0.80% Add +9.9% 169,584 $42.5M
MainStreet Investment Advisors LLC 5.95% Reduce -2.2% 169,550 $42.5M
Parkside Financial Bank & Trust 5.62% Reduce -1.1% 169,548 $42.5M
Certuity, LLC 4.61% Add +5.7% 169,357 $42.4M
Cozad Asset Management Inc. 3.95% Add +4.2% 169,355 $42.4M
Mengis Capital Management, Inc. 8.71% Reduce -0.4% 169,324 $42.4M
GTS Securities LLC 2.07% Reduce -13.3% 169,240 $42.4M
First National Advisers, LLC 6.84% Add +1.8% 169,016 $42.3M
Bordeaux Wealth Advisors LLC 6.80% Reduce -1.6% 169,002 $42.3M
Quantitative Investment Management, LLC 3.17% Add +160.4% 168,984 $42.3M
Sittner & Nelson, LLC 18.33% Reduce -0.3% 168,897 $42.3M
Berger Financial Group, Inc 2.92% Reduce -1.5% 168,693 $42.2M
JLB & Associates Inc. 5.72% Reduce -2.6% 168,253 $42.1M
Sargent Investment Group, LLC 6.86% Add +15.0% 178,954 $41.9M
Trust Asset Management LLC 3.27% No change 166,876 $41.8M
GHP Investment Advisors, Inc. 1.95% Reduce -1.4% 166,703 $41.7M
Blue Trust, Inc. 0.53% Reduce -18.6% 166,555 $41.7M
Waters Parkerson & Co., LLC 2.20% Add +1.7% 166,552 $41.7M
Miller Wealth Advisors, LLC 21.23% Reduce -1.7% 166,285 $41.6M
NWF Advisory Services Inc. 6.08% Add +21.4% 165,795 $41.5M
Fiduciary Financial Group, LLC 9.09% Add +0.0% 174,992 $41.4M
Vantage Investment Partners, LLC 3.61% Reduce -3.8% 165,315 $41.4M
Saybrook Capital 11.06% Reduce -0.9% 165,307 $41.4M
Allen Mooney & Barnes Investment Advisors LLC 6.98% Reduce -1.6% 165,277 $41.4M
Pennsylvania Capital Management Inc. 14.23% Reduce -0.0% 165,099 $41.3M
Insight Holdings Group, LLC 2.67% Reduce -38.8% 165,070 $41.3M
TCV Trust & Wealth Management, Inc. 3.82% Add +0.0% 164,935 $41.3M
Campbell Capital Management Inc. 16.14% Reduce -5.6% 164,669 $41.2M
DDD Partners, LLC 5.07% Reduce -6.5% 164,623 $41.2M
Knuff & Co LLC 12.51% Reduce -2.2% 164,425 $41.2M
Westmount Partners, LLC 12.51% Reduce -0.2% 164,393 $41.2M
Mitchell Capital Management Co. 7.21% Reduce -2.8% 164,387 $41.2M
Perennial Investment Advisors, LLC 4.85% Reduce -2.7% 164,204 $41.1M
Nadler Financial Group, Inc. 4.33% Add +0.4% 164,151 $41.1M
Oak Grove Capital LLC 8.24% Reduce -9.2% 163,880 $41.0M
Wedgewood Partners Inc. 8.08% Reduce -4.6% 163,857 $41.0M
Hunter Associates Investment Management LLC 6.22% Reduce -0.7% 163,068 $40.9M
Sagespring Wealth Partners, LLC 1.08% — 163,081 $40.8M
1ST Source Bank 2.33% Reduce -1.6% 162,513 $40.7M
Smartleaf Asset Management LLC 4.14% Add +20.9% 161,005 $40.6M
Bedell Frazier Investment Counselling, LLC 10.05% Reduce -1.1% 161,908 $40.5M
NZS Capital, LLC 1.72% Reduce -43.0% 161,829 $40.5M
Vise Technologies, Inc. 3.37% Add +91.3% 161,375 $40.4M
Koshinski Asset Management, Inc. 3.45% Reduce -1.3% 161,577 $40.4M
West Coast Financial LLC 4.45% Reduce -0.1% 161,103 $40.3M
Geneos Wealth Management Inc. 1.41% Reduce -12.1% 161,066 $40.3M
Lake Street Private Wealth, LLC 6.48% Reduce -8.7% 161,026 $40.3M
Kelly Lawrence W & Associates Inc. 9.56% Reduce -0.9% 161,005 $40.3M
Solidarity Wealth, LLC 10.50% Reduce -2.1% 160,955 $40.3M
Denali Advisors LLC 4.22% Add +6.6% 160,669 $40.2M
LGT Fund Management Co Ltd. 3.53% Add +13.4% 160,612 $40.2M
Staley Capital Advisers Inc. 1.78% Reduce -0.6% 160,222 $40.1M
Mirabaud & Cie SA 12.88% Reduce -5.7% 160,063 $40.1M
Fulcrum Capital LLC 8.39% Add +44.7% 160,032 $40.1M
Peachtree Investment Partners, LLC 15.01% Reduce -0.9% 159,971 $40.1M
TradeWell Securities, LLC. 20.70% — 159,594 $40.0M
Buckley Wealth Management, LLC 12.22% Reduce -2.6% 159,432 $39.9M
Strategic Blueprint, LLC 2.37% Add +1.7% 158,943 $39.8M
Ascent Group, LLC 2.99% Reduce -22.5% 158,846 $39.8M
Avantax Planning Partners, Inc. 1.43% Reduce -8.4% 158,632 $39.7M
Parallax Volatility Advisers, L.P. 1.01% New 158,382 $39.7M
Sage Capital Advisors,llc 10.31% Reduce -5.8% 158,180 $39.6M
Confluence Wealth Services, Inc. 2.58% Reduce -3.7% 177,056 $39.6M
Mill Creek Capital Advisors, LLC 0.95% Reduce -1.8% 158,011 $39.6M
Conway Capital Management, Inc. 17.49% Reduce -0.2% 157,755 $39.5M
Kiley Juergens Wealth Management, LLC 9.89% Reduce -0.7% 157,568 $39.5M
Northstar Group, Inc. 6.87% Add +0.8% 157,529 $39.4M
Clarkston Capital Partners, LLC 0.76% Add +0.2% 157,366 $39.4M
Westchester Capital Management, Inc. 9.90% Add +0.7% 157,194 $39.4M
Advisor OS, LLC 4.56% Add +10.2% 157,174 $39.4M
DRW Securities, LLC 2.66% Reduce -3.6% 157,100 $39.3M
First Long Island Investors, LLC 3.13% Reduce -3.7% 157,010 $39.3M
Progressive Investment Management Corp 10.09% Reduce -2.5% 156,961 $39.3M
Kavar Capital Partners Group, LLC 6.64% Reduce -1.1% 156,825 $39.3M
Zevin Asset Management LLC 5.76% Add +7.2% 156,388 $39.2M
United Bank 4.67% Reduce -6.4% 156,324 $39.1M
Howe & Rusling Inc. 3.37% Add +0.5% 156,142 $39.1M
Moody National Bank Trust Division 4.09% Reduce -2.8% 156,097 $39.1M
Godsey & Gibb, Inc. 3.90% Add +2.9% 155,893 $39.0M
Financial Engines Advisors L.L.C. 0.08% Add +39.5% 155,747 $39.0M
Schnieders Capital Management LLC 7.78% Reduce -5.9% 155,691 $39.0M
Cooper Financial Group 4.69% Add +4.7% 155,597 $39.0M
Capstone Financial Advisors, Inc. 2.41% Reduce -2.2% 155,587 $39.0M
Cabot Wealth Management Inc. 4.93% Reduce -2.7% 155,099 $38.8M
Schmidt P J Investment Management Inc. 6.74% Reduce -2.3% 155,096 $38.8M
Folger Nolan Fleming Douglas Capital Management, Inc. 4.07% Reduce -4.5% 154,987 $38.8M
West Branch Capital LLC 12.36% Add +1.3% 154,737 $38.7M
Winthrop Advisory Group LLC 4.65% Reduce -2.0% 154,588 $38.7M
Fortitude Family Office, LLC 13.83% Add +3.6% 154,558 $38.7M
IFG Advisory, LLC 2.19% Add +4.9% 154,305 $38.6M
Pitcairn Co. 2.28% Reduce -0.9% 154,178 $38.6M
Linscomb Wealth, Inc. 1.92% Reduce -1.4% 153,568 $38.5M
Goelzer Investment Management, Inc. 2.23% Add +0.9% 153,462 $38.4M
Parcion Private Wealth LLC 2.94% Reduce -16.2% 153,400 $38.4M
Sandbox Financial Partners, LLC 12.79% Reduce -2.5% 153,099 $38.3M
JB Capital LLC 2.14% Add +0.5% 152,572 $38.2M
Affinity Capital Advisors, LLC 7.18% Reduce -2.5% 157,515 $38.2M
Cumberland Partners Ltd 2.66% Reduce -0.2% 152,264 $38.1M
Condor Capital Management 3.36% Reduce -1.0% 152,219 $38.1M
Terril Brothers, Inc. 11.58% Add +0.1% 152,093 $38.1M
Ascent Wealth Partners, LLC 5.12% Add +6.5% 151,551 $38.0M
Ausdal Financial Partners, Inc. 3.27% Add +74.0% 151,390 $37.9M
TrinityPoint Wealth, LLC 5.32% Reduce -2.3% 151,096 $37.8M
Addenda Capital Inc. 1.33% Add +4.5% 150,546 $37.7M
Gryphon Financial Partners LLC 5.42% Reduce -3.4% 150,532 $37.7M
Arvest Bank Trust Division 2.27% Reduce -0.9% 150,446 $37.7M
Knollwood Investment Advisory, LLC 3.93% No change 149,835 $37.5M
Evernest Financial Advisors, LLC 9.73% Reduce -1.0% 149,802 $37.5M
Hemington Wealth Management 9.40% Add +0.8% 149,244 $37.4M
Bennett Selby Investments LP 14.82% Reduce -0.5% 149,194 $37.4M
CHICAGO TRUST Co NA 6.91% Reduce -0.1% 149,035 $37.3M
Oak Asset Management, LLC 13.80% Reduce -0.6% 148,988 $37.3M
Harbor Advisors LLC 5.84% No change 148,400 $37.2M
Cypress Funds LLC 5.00% No change 148,297 $37.1M
Lodestar Private Asset Management LLC 4.64% Add +4.4% 148,209 $37.1M
Cigna Investments Inc. 6.53% Reduce -1.3% 148,145 $37.1M
Occidental Asset Management, LLC 5.79% Add +1.2% 148,084 $37.1M
Segment Wealth Management, LLC 2.53% Add +0.2% 148,045 $37.1M
GLOBALT Investments LLC / GA 1.42% Reduce -0.8% 148,008 $37.1M
Rockline Wealth Management, LLC 9.90% Reduce -0.7% 147,928 $37.0M
Auxano Advisors, LLC 9.31% Add +3.0% 147,507 $36.9M
Sander Capital Advisors Inc. 17.00% Reduce -1.3% 147,483 $36.9M
Martin Capital Advisors, LLP 23.78% Add +5.3% 147,339 $36.9M
CapitalatWork S.A. 1.20% Reduce -34.0% 147,327 $36.9M
Quent Capital, LLC 3.82% Add +6.9% 147,311 $36.9M
Global X Japan Co., Ltd. 4.61% Reduce -6.5% 147,221 $36.9M
Country Club Bank 2.46% Add +1.6% 146,130 $36.9M
Nicolet Advisory Services, LLC 3.38% Add +0.8% 155,407 $36.8M
Bridgeway Capital Management, LLC 0.82% Add +1.5% 146,353 $36.6M
Whalerock Point Partners, LLC 8.76% Reduce -0.1% 145,983 $36.6M
Signet Financial Management, LLC 4.66% Reduce -0.5% 145,673 $36.5M
Debussy Capital Management LP 5.59% Add +174.3% 158,602 $36.5M
Spirepoint Private Client, LLC 4.56% Add +6.2% 145,434 $36.4M
Greenwood Capital Associates LLC 4.75% Reduce -1.1% 145,398 $36.4M
Schwarz Dygos Wheeler Investment Advisors LLC 8.99% Reduce -1.9% 145,313 $36.4M
Capital Asset Advisory Services LLC 1.79% Reduce -1.4% 149,389 $36.4M
Marietta Investment Partners LLC 7.98% Reduce -2.9% 144,731 $36.2M
Bluespring Wealth Management, LLC 3.72% Reduce -3.1% 144,671 $36.2M
NatWest Group plc 10.69% Reduce -2.4% 144,291 $36.1M
DE Burlo Group Inc. 4.82% Reduce -5.9% 144,102 $36.1M
Firetrail Investments PTY Ltd. 10.80% Add +4.8% 143,440 $36.1M
Postrock Partners LLC 17.42% — 143,541 $35.9M
Tamar Securities, LLC 4.96% Add +0.3% 143,330 $35.9M
Fairview Capital Investment Management, LLC 1.86% Add +1.2% 143,243 $35.9M
Greatmark Investment Partners, Inc. 4.88% Reduce -2.0% 143,234 $35.9M
FAS Wealth Partners, Inc. 3.01% Reduce -0.5% 142,900 $35.8M
Matrix Asset Advisors Inc. 3.90% Add +1.5% 142,768 $35.8M
Sand Hill Global Advisors, LLC 1.51% Reduce -0.1% 142,539 $35.7M
Private Trust Co. NA 3.67% Reduce -4.6% 142,508 $35.7M
McKinley Carter Wealth Services, Inc. 2.18% Reduce -2.2% 142,281 $35.6M
First National Bank & Trust Co. of Newtown 7.43% Reduce -5.6% 142,097 $35.6M
TCI Wealth Advisors, Inc. 2.97% Reduce -1.4% 141,969 $35.6M
Capital Investment Advisory Services, LLC 3.42% Reduce -4.7% 141,953 $35.5M
Ostrum Asset Management 3.08% Add +0.2% 141,800 $35.5M
Front Row Advisors LLC 12.25% Reduce -0.4% 141,591 $35.5M
Clarity Financial LLC 4.24% Reduce -3.1% 141,577 $35.5M
Summit Rock Advisors, LP 12.02% No change 141,544 $35.4M
Diamant Asset Management, Inc. 22.65% Reduce -4.8% 141,403 $35.4M
Premier Path Wealth Partners, LLC 5.39% Add +1.0% 141,272 $35.4M
Cape Cod Five Cents Savings Bank 3.15% No change 151,758 $35.4M
San Luis Wealth Advisors LLC 6.70% Add +2.3% 141,196 $35.4M
Manitou Investment Management Ltd. 6.97% Reduce -18.7% 140,840 $35.3M
RNC Capital Management LLC 1.88% Add +5.1% 140,794 $35.3M
First Financial Bank - Trust Division 3.29% Reduce -1.0% 140,676 $35.2M
Norman Fields, Gottscho Capital Management, LLC 11.55% Reduce -0.6% 140,222 $35.1M
Augustine Asset Management Inc. 9.22% Add +5.0% 140,156 $35.1M
Headlands Technologies LLC 3.52% Add +99.3% 139,986 $35.1M
Leisure Capital Management 13.72% Add +72.2% 139,879 $35.0M
Algert Global LLC 0.82% Add +11.7% 139,493 $34.9M
Empire Life Investments Inc. 2.19% Add +32.6% 139,442 $34.9M
Kidder Stephen W 10.51% Reduce -0.4% 139,441 $34.9M
Searle & Co. 10.08% Reduce -0.2% 139,279 $34.9M
Foster Group, Inc. 1.33% Add +0.7% 139,105 $34.8M
Capital International Ltd. 1.42% Reduce -14.1% 138,999 $34.8M
Schechter Investment Advisors, LLC 2.67% Reduce -46.4% 138,918 $34.8M
Journey Advisory Group, LLC 4.17% No change 165,009 $34.8M
Somerville Kurt F 5.83% Reduce -2.1% 138,709 $34.7M
Tyche Wealth Partners LLC 7.32% Add +8.4% 138,351 $34.6M
Rowlandmiller & Partners.adv 7.24% Add +0.0% 138,307 $34.6M
Princeton Capital Management LLC 10.72% Reduce -1.1% 138,250 $34.6M
Financiere des Professionnels - Fonds d'investissement inc. 2.42% Reduce -2.9% 138,058 $34.6M
OMC Financial Services LTD 14.68% Reduce -4.5% 137,841 $34.5M
MJP Associates Inc. 6.18% Add +27.9% 157,358 $34.4M
Semus Wealth Partners LLC 22.79% Add +0.4% 137,439 $34.4M
Hayek Kallen Investment Management 12.50% Reduce -2.5% 137,360 $34.4M
JFS Wealth Advisors, LLC 2.35% Reduce -2.0% 137,214 $34.4M
Red Door Wealth Management, LLC 5.26% Add +13.3% 136,889 $34.3M
Stonebridge Financial Group, LLC 3.78% — 136,837 $34.3M
South Street Advisors LLC 5.25% Reduce -4.8% 136,778 $34.3M
MIdWestOne Financial Group, Inc. 4.81% Reduce -1.0% 136,721 $34.2M
King Wealth Management Group 4.99% Add +9.8% 136,570 $34.2M
Bensler, LLC 4.06% Add +2.8% 136,273 $34.1M
Covington Investment Advisors Inc. 5.12% Add +0.6% 136,200 $34.1M
Hardy Reed LLC 3.00% Add +0.4% 136,107 $34.1M
Wellington Shields Capital Management, LLC 6.03% Reduce -1.9% 136,043 $34.1M
FourThought Financial Partners, LLC 3.54% Reduce -1.9% 136,017 $34.1M
Laurel Wealth Advisors LLC 5.32% Reduce -0.6% 136,005 $34.1M
Arjuna Capital 9.06% Reduce -2.1% 135,962 $34.0M
Jamison Private Wealth Management, Inc. 5.03% Add +16.4% 135,943 $34.0M
RPG Investment Advisory, LLC 4.56% Reduce -0.1% 135,777 $34.0M
Brandywine Oak Private Wealth LLC 3.32% Add +33.8% 135,722 $34.0M
Leo Wealth, LLC 3.04% Reduce -2.7% 135,417 $33.9M
NTV Asset Management LLC 4.47% Reduce -2.8% 135,402 $33.9M
Monetary Management Group Inc. 8.80% Reduce -1.9% 135,313 $33.9M
Canandaigua National Bank & Trust Co. 3.35% Reduce -2.9% 135,307 $33.9M
Missouri Trust & Investment Co 11.89% Reduce -8.5% 135,287 $33.9M
Westwood Wealth Management 12.23% Reduce -5.2% 135,158 $33.8M
Skylands Capital, LLC 4.72% Reduce -11.8% 135,055 $33.8M
Sterling Investment Advisors, Ltd. 8.19% Reduce -1.2% 134,894 $33.8M
Dnca Finance 2.69% Add +94.0% 134,801 $33.8M
Howard Financial Services, LTD. 4.59% Add +1.0% 134,741 $33.7M
Alley Investment Management Company, LLC 4.26% Add +1.0% 134,461 $33.7M
Hamilton Wealth, LLC 8.14% Reduce -1.3% 134,198 $33.6M
James Investment Research, Inc. 4.00% Reduce -1.7% 134,194 $33.6M
Mark Asset Management LP 5.18% Reduce -26.3% 134,162 $33.6M
Cypress Wealth Services, LLC 6.74% Add +0.3% 133,980 $33.6M
Syon Capital LLC 3.02% Reduce -2.1% 133,933 $33.5M
Adero Partners, LLC 2.16% Add +8.0% 133,913 $33.5M
Parr McKnight Wealth Management Group, LLC 4.81% — 133,888 $33.5M
one8zero8, LLC 7.23% — 133,856 $33.5M
Strategic Wealth Partners, Ltd. 2.77% Add +21.6% 138,600 $33.5M
Clarity Wealth Advisors, LLC 9.12% Add +1.4% 133,590 $33.5M
Clarius Group, LLC 2.28% Reduce -5.2% 133,424 $33.4M
Bourne Lent Asset Management Inc. 12.72% Reduce -2.3% 133,258 $33.4M
Ardent Capital Management, Inc. 15.15% Reduce -6.6% 132,958 $33.3M
Parthenon LLC 4.01% Add +4.7% 132,329 $33.1M
Resolute Wealth Strategies, LLC 17.04% Reduce -1.4% 132,272 $33.1M
Ironwood Investment Counsel, LLC 5.67% Reduce -1.0% 132,230 $33.1M
Simmons Bank 2.42% Reduce -0.3% 132,205 $33.1M
Hills Bank & Trust Co 2.49% Reduce -1.6% 132,071 $33.1M
Embree Financial Group 5.65% Reduce -1.9% 131,997 $33.1M
First Hawaiian Bank 1.08% Add +11.8% 131,958 $33.0M
Steele Capital Management, Inc. 1.72% Reduce -0.3% 131,878 $33.0M
CCM Investment Advisers LLC 3.65% Add +0.1% 131,781 $33.0M
XML Financial, LLC 3.01% Add +1.0% 131,191 $32.9M
GPS Wealth Strategies Group, LLC 4.21% Reduce -4.3% 131,109 $32.8M
Wallington Asset Management, LLC 4.73% Reduce -0.6% 130,754 $32.7M
Chemistry Wealth Management LLC 7.67% Reduce -6.9% 130,607 $32.7M
Callan Capital, LLC 2.39% Reduce -0.8% 130,547 $32.7M
Mitchell McLeod Pugh & Williams Inc. 6.86% Reduce -10.4% 130,441 $32.7M
Chickasaw Capital Management LLC 1.32% Reduce -0.4% 130,433 $32.7M
Oxford Financial Group, LTD. LLC 2.11% Reduce -1.5% 130,357 $32.6M
Oddo BHF Asset Management Sas 1.66% Reduce -3.7% 130,270 $32.6M
Trust Point Inc. 2.26% Add +6.4% 130,045 $32.6M
Magnus Financial Group LLC 3.16% Add +7.1% 130,030 $32.6M
Lombard Odier Asset Management (Europe) Ltd 2.21% No change 130,001 $32.6M
Angeles Wealth Management, LLC 2.68% Add +2.2% 129,862 $32.5M
Anchor Investment Management, LLC 3.03% Add +3.3% 129,809 $32.5M
Harris Associates (Oakmark Funds) 0.05% Add +0.6% 129,560 $32.4M
Litman Gregory Wealth Management LLC 2.81% Reduce -4.6% 129,322 $32.4M
Platform Technology Partners 9.81% Reduce -2.8% 129,279 $32.4M
Sompo Asset Management Co., Ltd. 5.45% Reduce -16.3% 128,924 $32.3M
Founders Financial Alliance, LLC 8.87% Add +0.7% 128,750 $32.2M
Jackson Square Capital, LLC 7.77% Add +4.5% 128,738 $32.2M
Manchester Global Management (UK) Ltd 4.25% Reduce -6.5% 128,699 $32.2M
Atwood & Palmer Inc. 2.21% Reduce -0.2% 128,519 $32.2M
Regal Investment Advisors LLC 2.42% Reduce -4.2% 128,491 $32.2M
Activest Wealth Management 8.99% Add +2.2% 128,391 $32.2M
RKL Wealth Management LLC 2.85% Add +13.7% 127,972 $32.0M
Orange Investment Advisors, Inc. 3.63% Reduce -2.2% 127,944 $32.0M
CFO4Life Group, LLC 5.63% Reduce -0.0% 127,858 $32.0M
Bogart Wealth, LLC 1.52% Add +1.9% 127,735 $32.0M
Anderson Hoagland & Co. 3.29% Reduce -9.6% 139,020 $32.0M
Main Street Financial Solutions, LLC 3.15% Add +6.2% 127,608 $32.0M
Legacy Capital Group California, Inc. 9.74% Reduce -0.8% 127,565 $31.9M
Benin Management CORP 8.81% Reduce -0.1% 127,563 $31.9M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 7.92% Reduce -2.4% 127,440 $31.9M
Ibex Wealth Advisors 3.76% Reduce -53.5% 127,368 $31.9M
New Hampshire Trust 6.72% Add +0.4% 127,341 $31.9M
Sage Mountain Advisors LLC 2.33% Add +13.6% 127,313 $31.9M
Wittenberg Investment Management, Inc. 12.59% Reduce -10.5% 127,201 $31.9M
Fischer Financial Services, Inc. 10.02% — 127,009 $31.8M
Norden Group LLC 3.59% Add +0.7% 126,900 $31.8M
Institute for Wealth Management, LLC. 3.99% Reduce -0.9% 126,770 $31.7M
GenTrust, LLC 1.38% Add +2.4% 126,736 $31.7M
SevenBridge Financial Group, LLC 6.00% Reduce -5.8% 136,394 $31.7M
Pettyjohn, Wood & White, Inc. 5.80% Reduce -2.2% 126,272 $31.6M
Nwi Management LP 2.50% No change 126,100 $31.6M
Continuum Advisory, LLC 4.04% Add +0.2% 125,948 $31.5M
Perennial Advisors, LLC 6.86% — 125,821 $31.5M
Icon Wealth Advisors, LLC 2.59% Add +1.8% 125,737 $31.5M
Intrust Bank NA 3.19% Reduce -2.4% 125,647 $31.5M
Verity & Verity, LLC 2.87% Add +4.7% 125,604 $31.5M
Centre Asset Management, LLC 7.19% Add +76.2% 125,528 $31.4M
Southland Equity Partners LLC 7.31% Add +0.1% 125,384 $31.4M
Gilliland Jeter Wealth Management LLC 10.59% Reduce -1.3% 125,309 $31.4M
Edgestream Partners, L.P. 1.33% Add +54.7% 124,791 $31.3M
Retirement Planning Group, LLC 1.57% Add +0.0% 124,711 $31.2M
Concentrum Wealth Management 10.98% Add +1.4% 124,693 $31.2M
Sigma Investment Counselors Inc. 1.83% Reduce -1.4% 124,544 $31.2M
Skye Global Management LP 0.65% Reduce -56.5% 124,500 $31.2M
Cache Advisors, LLC 12.99% — 124,467 $31.2M
Claro Advisors Inc. 4.21% Add +0.8% 124,219 $31.1M
Holderness Investments Co. 6.85% Reduce -1.1% 124,028 $31.1M
Golden State Wealth Management, LLC 4.65% — 123,818 $31.0M
Canal Capital Management, LLC 5.01% Reduce -0.9% 123,577 $30.9M
Citizens National Bank Trust Department 6.53% Reduce -0.1% 123,342 $30.9M
Horiko Capital Management LLC 8.90% Reduce -1.9% 122,644 $30.8M
LVW Advisors, LLC 3.77% Reduce -3.6% 122,808 $30.8M
Hilton Capital Management, LLC 2.65% Reduce -9.8% 122,465 $30.7M
Hutchinson Capital Management 5.78% Reduce -1.8% 122,315 $30.6M
Dundas Partners LLP 2.15% No change 122,222 $30.6M
GW&K Investment Management, LLC 0.26% Add +2.0% 122,127 $30.6M
Patton Albertson Miller Group, LLC 4.09% Reduce -0.3% 121,992 $30.5M
Naviter Wealth, LLC 3.68% Add +18.4% 121,788 $30.5M
Valley National Advisers Inc. 5.48% Add +2.0% 121,792 $30.5M
Baader Bank Aktiengesellschaft 2.80% Reduce -18.8% 121,763 $30.5M
Tradition Wealth Management, LLC 2.68% Reduce -2.4% 121,441 $30.4M
Community Financial Services Group, LLC 6.03% Add +1.8% 121,407 $30.4M
Waratah Capital Advisors Ltd. 1.70% New 121,364 $30.4M
Generali Investments, Management Co LLC 7.84% — 121,186 $30.3M
Zions Bancorporation, N.A. 1.91% Add +13.3% 120,795 $30.2M
Independence Bank of Kentucky 4.65% Add +20.4% 120,698 $30.2M
Graves Light Lenhart Wealth, Inc. 3.76% Reduce -0.8% 120,620 $30.2M
Creative Financial Designs Inc. 2.45% Reduce -0.3% 120,618 $30.2M
Huntleigh Advisors, Inc. 6.50% — 120,484 $30.2M
Elyxium Wealth, LLC 18.36% Add +25.4% 120,378 $30.1M
Arcadia Investment Management Corp. 4.81% Add +0.2% 120,153 $30.1M
City Holding Co. 4.26% Reduce -5.6% 120,079 $30.1M
Wilmar Advisors LLC 27.80% — 120,000 $30.1M
RBF Capital, LLC 1.57% No change 120,000 $30.1M
Regatta Capital Group, LLC 5.82% Reduce -8.8% 119,902 $30.0M
Texas Capital Bank Wealth Management Services Inc 3.06% Reduce -0.3% 119,531 $29.9M
Quantum Private Wealth, LLC 9.57% Add +0.4% 119,491 $29.9M
Pioneer Trust Bank N A 7.53% Reduce -1.8% 119,466 $29.9M
Broderick Brian C 5.87% Add +1.9% 119,441 $29.9M
Onex Canada Asset Management Inc. 3.58% Reduce -4.3% 119,400 $29.9M
RMR Wealth Builders 3.09% Add +0.7% 119,262 $29.9M
J. W. Coons Advisors, LLC 7.67% Reduce -2.5% 119,217 $29.9M
Old Mission Investment Co LLC 8.92% Add +0.4% 119,174 $29.8M
Sunbelt Securities, Inc. 2.63% Add +2.4% 118,301 $29.8M
Peak Asset Management, LLC 5.51% Reduce -1.6% 119,026 $29.8M
Advisory Alpha, LLC 1.06% Add +4.8% 118,983 $29.8M
Strategic Planning Group, LLC 5.47% Reduce -8.0% 118,970 $29.8M
Winch Advisory Services, LLC 7.75% Reduce -2.1% 118,943 $29.8M
L & S Advisors Inc 3.66% Reduce -11.9% 118,784 $29.7M
Cardiff Park Advisors, LLC 2.84% Reduce -1.9% 118,773 $29.7M
Burling Wealth Partners, LLC 6.07% — 118,760 $29.7M
Susquehanna Fundamental Investments, LLC 0.50% — 118,513 $29.7M
RVW Wealth, LLC 2.76% Add +40.3% 118,321 $29.6M
Core Alternative Capital 6.19% Reduce -15.8% 118,299 $29.6M
Shepherd Financial Partners LLC 3.53% Reduce -2.9% 117,993 $29.5M
Tyler-Stone Wealth Management 5.25% Add +1.3% 117,832 $29.5M
Cypress Asset Management Inc. 7.32% Reduce -3.4% 114,870 $29.5M
Tiff Advisory Services, LLC 9.60% Add +118.9% 155,729 $29.5M
Security National Bank 4.20% Reduce -2.3% 117,433 $29.4M
Marietta Wealth Management, LLC 4.21% Add +0.7% 117,315 $29.4M
Bellecapital International Ltd. 5.25% Add +3.6% 117,254 $29.4M
TTP Investments, Inc. 10.27% Add +4.0% 117,238 $29.4M
Concourse Financial Group Securities, Inc. 1.66% Add +7.3% 150,811 $29.3M
RPS Advisory Solutions LLC 18.26% Reduce -1.2% 117,170 $29.3M
Ascentis Independent Advisors 5.60% Reduce -6.4% 116,941 $29.3M
Lee Financial Co 4.12% Reduce -3.5% 116,838 $29.3M
Liberty Wealth Management LLC 4.87% Reduce -1.5% 116,709 $29.2M
Selway Asset Management 11.48% Reduce -5.0% 116,666 $29.2M
TRUE Private Wealth Advisors 3.54% Reduce -1.5% 116,384 $29.1M
Hoertkorn Richard Charles 11.97% Reduce -5.5% 116,273 $29.1M
Broadleaf Partners, LLC 6.79% Reduce -2.5% 116,157 $29.1M
James J. Burns & Company, LLC 5.06% Add +1.1% 116,122 $29.1M
Galvin, Gaustad & Stein, LLC 2.64% Reduce -6.8% 116,022 $29.1M
Jasper Ridge Partners, L.P. 0.92% Add +0.1% 115,685 $29.0M
American Money Management, LLC 5.65% Reduce -2.0% 115,635 $29.0M
Conning Inc. 1.06% Reduce -3.9% 115,560 $28.9M
Nicholas Hoffman & Company, LLC. 1.16% Reduce -2.0% 115,384 $28.9M
First Western Trust Bank 1.33% Reduce -0.1% 115,349 $28.9M
Beverly Hills Private Wealth, LLC 5.87% Add +0.3% 115,347 $28.9M
Plancorp, LLC 1.19% Add +2.8% 115,325 $28.9M
Wells Trecaso Financial Group, LLC 9.43% Reduce -2.5% 115,155 $28.8M
Arrow Financial Corp 2.74% Reduce -1.9% 115,147 $28.8M
TD Private Client Wealth LLC 0.80% Add +7.5% 114,912 $28.8M
McGuire Investment Group, LLC 4.15% Reduce -0.0% 114,880 $28.8M
Money Concepts Capital Corp. 2.14% Reduce -4.6% 114,804 $28.7M
Supplemental Annuity Collective Trust of NJ 8.46% Reduce -1.2% 114,800 $28.7M
Valicenti Advisory Services Inc. 7.13% Reduce -3.3% 114,284 $28.6M
Oxbow Advisors, LLC 3.46% Add +2.0% 114,194 $28.6M
Edge Capital Group, LLC 1.27% Add +3.5% 114,186 $28.6M
Scott & Selber, Inc. 8.60% Reduce -2.6% 114,056 $28.6M
JCIC Asset Management Inc. 11.57% Add +2.2% 114,026 $28.6M
Farmers Trust Co. 5.32% Reduce -0.3% 113,909 $28.5M
Brown Miller Wealth Management, LLC 10.94% Add +1.0% 113,873 $28.5M
GAMCO Investors 0.30% Reduce -5.4% 113,829 $28.5M
Westover Capital Advisors, LLC 6.27% Reduce -0.5% 113,812 $28.5M
HughesLittle Investment Management Ltd. 5.39% Reduce -26.9% 113,564 $28.4M
Decatur Capital Management, Inc. 12.96% Reduce -1.5% 113,515 $28.4M
Barlow Wealth Partners, LLC 3.59% Add +0.4% 119,414 $28.4M
Mystic Asset Management, Inc. 7.61% Add +123.3% 113,299 $28.4M
Sowa Financial Group, Inc. 17.75% Reduce -3.4% 113,184 $28.3M
Savvy Advisors, Inc. 3.41% Add +169.8% 113,136 $28.3M
Weil Company, Inc. 9.80% Add +14.0% 113,124 $28.3M
GFG Capital, LLC 7.78% Reduce -0.7% 113,042 $28.3M
GWN Securities Inc. 7.56% — 126,179 $28.3M
Oak Associates Ltd. 1.95% No change 112,894 $28.3M
Essex Bank 6.98% Add +0.7% 112,648 $28.2M
Intact Investment Management Inc. 0.98% Add +160.0% 112,580 $28.2M
Connecticut Wealth Management, LLC 1.38% Add +0.6% 112,439 $28.2M
Grand Jean Capital Management Inc. 6.54% Reduce -3.6% 112,394 $28.1M
Sierra Capital LLC 3.33% Reduce -1.0% 112,275 $28.1M
Cornerstone Advisory, LLC 3.19% Reduce -8.8% 114,918 $28.1M
Mirabella Financial Services LLP 2.66% Add +5467.6% 112,132 $28.1M
GeoWealth Management, LLC 0.92% Reduce -2.3% 111,890 $28.0M
Regent Peak Wealth Advisors LLC 6.29% Add +0.9% 111,858 $28.0M
Garde Capital, Inc. 1.85% Add +0.8% 111,818 $28.0M
Moneco Advisors, LLC 2.95% Add +9.3% 111,599 $27.9M
Trifecta Capital Advisors, LLC 5.51% Reduce -1.5% 111,316 $27.9M
Prairie Sky Financial Group LLC 17.09% Reduce -0.3% 111,289 $27.9M
Brady Family Wealth, LLC 8.54% Reduce -1.8% 111,124 $27.8M
Summit X, LLC 6.17% Reduce -2.9% 111,116 $27.8M
Beck Mack & Oliver LLC 0.51% Reduce -1.9% 111,094 $27.8M
Plimoth Trust Co. LLC 7.13% Reduce -1.0% 110,826 $27.8M
Willis Investment Counsel 1.82% Add +0.0% 110,581 $27.7M
Sava Infond d.o.o. 4.89% — 110,470 $27.7M
Sanders Morris Harris LLC 4.15% Reduce -7.0% 109,502 $27.6M
1834 Investment Advisors Co. 3.50% Reduce -6.3% 110,286 $27.6M
Keel Point, LLC 2.21% Add +3.8% 110,246 $27.6M
BSW Wealth Partners 4.05% Add +7.2% 110,171 $27.6M
Cable Car Capital, LP 2.11% New 110,000 $27.5M
Putney Financial Group LLC 24.45% — 109,621 $27.5M
Personal Cfo Solutions, LLC 5.40% Add +3.4% 109,617 $27.5M
Wellington Shields & Co., LLC 8.41% Reduce -1.1% 109,510 $27.4M
Calydon Capital 5.38% Reduce -49.2% 109,340 $27.4M
GC Wealth Management RIA, LLC 4.80% Reduce -6.6% 109,155 $27.3M
Tudor Investment Corporation 0.29% Add +130.3% 109,125 $27.3M
University of Texas/Texas Am Investment Management Co. 3.23% Add +6.0% 109,053 $27.3M
AdvisorNet Financial, Inc 2.28% Reduce -6.8% 108,764 $27.2M
Everhart Financial Group, Inc. 5.60% Add +14.7% 108,728 $27.2M
Prestige Wealth Management Group LLC 5.66% Reduce -0.6% 108,704 $27.2M
Harvard Management Co. Inc. 1.61% New 108,700 $27.2M
Lester Murray Antman dba SimplyRich 7.77% Reduce -1.2% 108,654 $27.2M
Sierra Summit Advisors LLC 5.46% Reduce -4.6% 108,615 $27.2M
Leonteq Securities AG 2.67% Add +23.6% 105,029 $27.2M
Alexander Labrunerie & Co., Inc. 12.16% Reduce -1.2% 108,578 $27.2M
Romano Brothers and Company 3.43% Reduce -1.2% 108,364 $27.1M
Proficio Capital Partners LLC 2.20% Add +21.6% 108,247 $27.1M
Peddock Capital Advisors, LLC 6.48% Reduce -0.8% 108,009 $27.0M
Amova Asset Management Americas, Inc. 0.29% Reduce -14.0% 107,964 $27.0M
Whitener Capital Management, Inc. 7.56% Reduce -2.1% 107,746 $27.0M
Atwater Malick LLC 9.01% Reduce -3.9% 107,350 $26.9M
Trustmark Bank Trust Department 1.99% Reduce -0.6% 107,195 $26.8M
Smith Anglin Financial, LLC 2.52% Reduce -2.1% 107,102 $26.8M
CMH Wealth Management LLC 6.14% Add +0.9% 107,097 $26.8M
Arax Advisory Partners 1.69% Add +53.2% 107,036 $26.8M
180 Wealth Advisors, LLC 4.19% Reduce -0.1% 106,853 $26.8M
Elk River Wealth Management LLC 4.83% Reduce -0.4% 106,529 $26.7M
True North Advisors, LLC 6.27% Add +5.9% 106,259 $26.6M
Facet Wealth, Inc. 0.71% Reduce -10.8% 116,886 $26.6M
Cornell Pochily Investment Advisors, Inc. 9.24% Reduce -1.8% 105,664 $26.5M
Wernau Asset Management Inc. 25.57% — 105,507 $26.4M
Aaron Wealth Advisors LLC 3.06% Add +7.7% 105,272 $26.4M
Clean Yield Group 8.37% Add +0.7% 105,124 $26.3M
Vishria Bird Financial Group, LLC 9.22% Reduce -0.6% 105,076 $26.3M
Rappaport Reiches Capital Management, LLC 6.79% Reduce -0.3% 105,045 $26.3M
Focused Wealth Management, Inc 3.55% Add +0.4% 104,986 $26.3M
Altfest L J & Co. Inc. 3.35% Reduce -0.3% 104,975 $26.3M
Ridgecrest Wealth Partners, LLC 14.24% Reduce -0.6% 104,837 $26.3M
Paulson Wealth Management Inc. 7.16% Reduce -1.2% 104,764 $26.2M
Financial Partners Group, Inc 3.83% Reduce -1.9% 104,745 $26.2M
GDS Wealth Management 2.39% Add +12.8% 104,647 $26.2M
Millennium Capital Advisors, LLC 17.89% Reduce -9.2% 104,640 $26.2M
Cyrus J. Lawrence, LLC 5.05% Reduce -0.2% 104,341 $26.1M
Little House Capital LLC 7.43% Reduce -1.1% 103,901 $26.0M
Hamilton Point Investment Advisors, LLC 4.69% Add +4.2% 103,885 $26.0M
Members Trust Co 0.90% Reduce -0.6% 103,880 $26.0M
Abner Herrman & Brock LLC 3.23% Add +0.8% 103,869 $26.0M
Stratos Investment Management, LLC 1.56% Add +3.4% 103,769 $26.0M
Te Ahumairangi Investment Management Ltd 5.42% Reduce -14.5% 103,514 $25.9M
PGIM Custom Harvest LLC 0.51% Add +0.8% 103,336 $25.9M
HTLF Bank 2.92% Reduce -3.6% 103,263 $25.9M
Harrell Investment Partners, LLC 7.23% Add +0.2% 103,256 $25.9M
Harvey Capital Management Inc. 6.08% No change 103,191 $25.8M
Navalign, LLC 7.58% Add +2.8% 103,017 $25.8M
Tufton Capital Management 4.88% Reduce -1.8% 103,012 $25.8M
Mattern Wealth Management LLC 5.68% Reduce -6.5% 102,808 $25.7M
Monograph Wealth Advisors, LLC 3.40% Add +5.4% 102,776 $25.7M
Laird Norton Wetherby Trust Company, LLC 3.51% Reduce -0.1% 102,640 $25.7M
Haverford Financial Services, Inc. 7.83% Add +0.3% 102,597 $25.7M
Marks Group Wealth Management, Inc 2.53% Reduce -0.8% 102,512 $25.7M
D L Carlson Investment Group Inc. 4.57% Reduce -1.8% 102,500 $25.7M
Clough Capital Partners L P 2.94% Reduce -54.8% 102,490 $25.7M
Mirador Capital Partners LP 4.65% Add +0.7% 102,404 $25.6M
Ithaka Group LLC 4.72% Reduce -3.8% 102,399 $25.6M
Spectrum Wealth Counsel, LLC 3.01% Reduce -0.4% 102,398 $25.6M
Manske Wealth Management 10.17% — 102,198 $25.6M
Canvas Wealth Advisors, LLC 6.42% Reduce -1.4% 102,120 $25.6M
TigerOak Management, L.L.C. 9.34% — 101,936 $25.5M
Oak Harvest Investment Services 3.56% Add +8.1% 101,837 $25.5M
True Blue (BVI) Ltd 15.70% — 101,800 $25.5M
Montag & Caldwell, LLC 5.43% Reduce -7.1% 101,639 $25.5M
GSG Advisors LLC 8.01% Reduce -2.6% 101,486 $25.4M
Ables, Iannone, Moore & Associates, Inc. 15.68% Reduce -1.0% 101,487 $25.4M
Stockman Wealth Management, Inc. 3.97% Reduce -1.1% 101,345 $25.4M
PFC Capital Group, Inc. 12.24% Reduce -2.3% 101,074 $25.3M
Ballast Advisors LLC 7.80% Reduce -2.0% 101,037 $25.3M
Financial Avengers, Inc. 11.90% Reduce -11.0% 100,787 $25.2M
PDS Planning, Inc 2.24% Add +1.1% 100,647 $25.2M
Silver Oak Securities, Incorporated 2.34% Add +25.6% 99,910 $25.2M
CenterBook Partners LP 1.50% Add +4.4% 100,532 $25.2M
Bearing Point Capital, LLC 5.25% — 100,366 $25.1M
Brooklyn Investment Group 7.48% Add +7.3% 100,258 $25.1M
Sentinel Trust Co. Lba 2.87% Reduce -0.6% 99,947 $25.0M
Nelson Capital Management, LLC 4.15% Add +1.8% 99,935 $25.0M
Jacobi Capital Management LLC 1.86% Add +4.9% 99,567 $24.9M
Capital Planning Advisors, LLC 3.84% Reduce -0.6% 99,403 $24.9M
Asset Management Group, Inc. 4.43% Reduce -0.4% 99,397 $24.9M
Portfolio Design Labs, LLC 5.11% Add +25.0% 99,388 $24.9M
Jeppson Wealth Management, LLC 9.02% Reduce -0.6% 99,288 $24.9M
CloudAlpha Capital Management Limited/Hong Kong 5.17% New 99,218 $24.8M
Motco 2.55% Reduce -3.3% 99,154 $24.8M
Traphagen Investment Advisors LLC 2.52% Add +0.5% 99,102 $24.8M
Catalyst Financial Partners LLC 4.66% Add +2.5% 98,992 $24.8M
FRG Family Wealth Advisors LLC 4.50% Reduce -0.3% 98,890 $24.8M
Montis Financial, LLC 7.63% Add +3.7% 98,679 $24.7M
Mitchell Sinkler & Starr 6.59% Reduce -6.3% 98,584 $24.7M
Benedict Financial Advisors Inc. 5.98% Reduce -1.7% 98,428 $24.6M
Key Financial Inc 5.60% Reduce -1.5% 98,314 $24.6M
Peterson Wealth Services 7.54% Reduce -0.8% 98,047 $24.6M
Watts Gwilliam & Co., LLC 5.19% Reduce -2.3% 101,332 $24.5M
Goldstream Capital Management Ltd 10.41% Reduce -6.6% 97,982 $24.5M
Round Rock Advisors LLC 5.02% Add +12.4% 97,662 $24.5M
Meridian Wealth Advisors, LLC 4.03% Add +1.2% 97,554 $24.4M
Accent Capital Management, LLC 13.90% Reduce -0.1% 97,476 $24.4M
Copeland Capital Management, LLC 0.45% Reduce -13.7% 97,466 $24.4M
Atlas Private Wealth Advisors 3.46% Add +0.0% 97,411 $24.4M
Quadcap Wealth Management, LLC 3.59% Add +3.2% 97,405 $24.4M
Riverview Capital Advisers, LLC 7.35% Reduce -4.1% 97,287 $24.4M
Harbor Island Capital LLC 11.66% Reduce -0.4% 97,285 $24.4M
Ellis Investment Partners, LLC 4.79% Reduce -0.9% 97,227 $24.3M
LM Advisors LLC 4.39% Reduce -8.8% 97,203 $24.3M
Peak Planning Group, LLC 10.11% Reduce -1.9% 96,907 $24.3M
Moloney Securities Asset Management, LLC 3.27% Reduce -3.1% 96,834 $24.2M
CCM Investment Group, LLC 2.64% — 96,116 $24.2M
WoodTrust Financial Corp 3.40% Add +0.9% 96,531 $24.2M
Family Manage LLC 3.91% Add +1.6% 96,309 $24.1M
Guyasuta Investment Advisors Inc. 1.52% Reduce -2.6% 96,265 $24.1M
EagleClaw Capital Managment, LLC 3.82% Add +0.7% 96,133 $24.1M
Itau Unibanco Holding S.A. 0.75% Add +2388.7% 96,239 $24.1M
Guardian Investment Management 17.13% Reduce -2.9% 95,869 $24.0M
Accurate Wealth Management, LLC 4.60% Reduce -2.5% 101,203 $24.0M
Trivium Point Advisory, LLC 3.02% Add +8.5% 95,682 $24.0M
Insight Advisors, LLC/ PA 4.10% Reduce -1.5% 94,985 $24.0M
Herold Advisors, Inc. 5.22% Reduce -1.4% 95,594 $23.9M
Plante Moran Financial Advisors, LLC 1.99% Reduce -5.7% 95,553 $23.9M
Diversify Wealth Management, LLC 1.86% Add +57.9% 100,959 $23.9M
Pensioenfonds Rail & Ov 1.62% New 93,664 $23.9M
HFR Wealth Management, LLC 5.89% Reduce -1.1% 95,163 $23.8M
Hoey Investments, Inc. 4.05% Add +22.1% 95,108 $23.8M
Taylor Hoffman Capital Management LLC 8.64% Reduce -1.4% 94,974 $23.8M
Natural Investments, LLC 6.57% — 94,798 $23.7M
Perkins Coie Trust Co 5.22% Reduce -2.6% 94,726 $23.7M
Chelsea Counsel Co. 12.24% Reduce -4.6% 94,662 $23.7M
NFJ Investment Group, LLC 0.76% Reduce -5.8% 94,613 $23.7M
Horizon Investments, LLC 0.68% Add +55.4% 94,671 $23.7M
Marcum Wealth, LLC 2.05% Add +3.0% 94,467 $23.7M
Villere St Denis J & Co. LLC 2.18% Reduce -2.9% 94,459 $23.7M
Grandfield & Dodd, LLC 1.46% Reduce -0.2% 94,407 $23.6M
Jessup Wealth Management, Inc 10.08% Add +1.1% 94,408 $23.6M
Absher Wealth Management, LLC 3.09% Reduce -7.8% 94,344 $23.6M
bLong Financial, LLC 19.43% — 94,168 $23.6M
Adams Asset Advisors, LLC 3.08% No change 94,026 $23.5M
CLG LLC 8.39% — 93,854 $23.5M
Symmetry Partners, LLC 3.34% Add +53.3% 93,806 $23.5M
Allen Capital Group, LLC 2.87% Add +3.7% 93,662 $23.5M
DF Dent & Co. Inc. 0.30% Add +8.4% 93,626 $23.4M
Act Two Investors LLC 4.56% Reduce -0.6% 93,529 $23.4M
Covenant Asset Management, LLC 5.19% Reduce -8.6% 93,427 $23.4M
Chapin Davis, Inc. 7.62% No change 100,236 $23.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3.46% Reduce -3.5% 93,252 $23.4M
Werba Rubin Papier Wealth Management 5.51% Reduce -16.8% 93,244 $23.4M
Bfsg, LLC 2.73% Reduce -2.6% 93,197 $23.3M
Guardian Wealth Advisors, LLC / NC 1.86% Add +9.1% 93,072 $23.3M
Capital City Trust Co. 5.81% Reduce -0.7% 93,003 $23.3M
First PREMIER Bank 5.93% Reduce -0.5% 92,983 $23.3M
Riversedge Advisors, LLC 5.26% Add +0.6% 92,823 $23.2M
Bernard Wealth Management Corp. 10.93% — 92,778 $23.2M
Northstar Asset Management Inc. 6.09% Reduce -5.0% 92,601 $23.2M
SkyOak Wealth, LLC 4.96% Add +1.4% 92,577 $23.2M
St. Clair Advisors, LLC 6.66% Add +0.2% 92,576 $23.2M
Onyx Bridge Wealth Group LLC 3.33% Add +0.2% 92,432 $23.1M
Rench Wealth Management, Inc. 7.88% Reduce -0.2% 92,225 $23.1M
United American Securities Inc. (d/b/a UAS Asset Management) 5.57% Add +0.6% 92,201 $23.1M
Toth Financial Advisory Corp. 2.72% Reduce -1.1% 92,199 $23.1M
O'Dell Group, LLC 5.21% Reduce -2.8% 92,149 $23.1M
HWG Holdings LP 7.55% Add +1.7% 92,119 $23.1M
JTC Employer Solutions Trustee Ltd 1.64% Reduce -4.4% 91,495 $23.1M
Wolverine Trading, LLC 0.52% Add +182.0% 91,243 $23.0M
Liberty Capital Management, Inc. 5.10% Reduce -1.1% 91,855 $23.0M
Lineweaver Wealth Advisors, LLC 4.25% Add +1.9% 91,780 $23.0M
Bill Few Associates, Inc. 8.07% Reduce -2.2% 91,615 $22.9M
Loomis Sayles & Co. L P 0.03% Reduce -3.8% 91,534 $22.9M
Aries Wealth Management 6.31% Reduce -0.9% 91,499 $22.9M
Brave Asset Management Inc. 7.26% Reduce -1.2% 91,205 $22.8M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3.45% Reduce -2.3% 91,194 $22.8M
Mission Creek Capital Partners, Inc. 4.98% Add +20.1% 109,061 $22.8M
Holcombe Financial, Inc. 18.76% — 90,965 $22.8M
Paragon Capital Management LLC 12.21% Reduce -5.9% 90,930 $22.8M
Sterneck Capital Management, LLC 12.30% Reduce -0.8% 90,882 $22.8M
Asset Dedication, LLC 1.79% Reduce -16.9% 90,803 $22.7M
Guardian Asset Advisors, LLC 14.58% Reduce -1.0% 90,771 $22.7M
Stonebridge Capital Management Inc. 9.31% Reduce -3.3% 90,788 $22.7M
Arlington Financial Advisors, LLC 4.52% Reduce -3.6% 90,778 $22.7M
Strait & Sound Wealth Management LLC 10.53% Add +15.8% 90,576 $22.7M
Ransom Advisory, Ltd 10.41% Reduce -2.9% 90,459 $22.7M
Lathrop Investment Management Co. 4.32% Reduce -6.1% 90,421 $22.6M
Mine & Arao Wealth Creation & Management, LLC. 10.37% Reduce -2.1% 90,357 $22.6M
Titan Global Capital Management USA LLC 3.43% Reduce -2.5% 90,298 $22.6M
McCollum Christoferson Group LLC 6.68% Reduce -0.7% 90,269 $22.6M
Isthmus Partners, LLC 2.74% Reduce -0.8% 89,982 $22.5M
Walter & Keenan Wealth Management LLC /in/ 6.80% Reduce -3.2% 89,890 $22.5M
Armstrong, Fleming & Moore, Inc 13.63% Reduce -5.3% 89,816 $22.5M
Vertex Planning Partners, LLC 4.96% Reduce -0.7% 89,778 $22.5M
Central Pacific Bank - Trust Division 3.07% Reduce -1.6% 89,725 $22.5M
Trust Co of the South 4.57% Add +21.3% 89,701 $22.5M
Chokshi & Queen Wealth Advisors, Inc 13.94% — 89,690 $22.5M
Intellus Advisors LLC 3.89% — 89,641 $22.4M
Beacon Bank & Trust 5.22% Add +2.7% 89,580 $22.4M
Westbourne Investment Advisors, Inc. 7.67% Reduce -1.7% 89,458 $22.4M
BNC Wealth Management, LLC 7.37% Reduce -1.2% 89,438 $22.4M
Martin Investment Management, LLC 6.15% Reduce -10.7% 89,418 $22.4M
Foster Dykema Cabot & Partners, LLC 1.74% Add +2.2% 89,210 $22.3M
Mayflower Financial Advisors, LLC 3.34% Reduce -0.2% 89,126 $22.3M
Strategic Investment Advisors / MI 2.37% Reduce -2.5% 89,108 $22.3M
Gladius Capital Management LP 12.83% Add +23.2% 89,091 $22.3M
Merriman Wealth Management, LLC 0.93% Add +6.3% 88,881 $22.3M
MCF Advisors LLC 1.56% Reduce -0.7% 88,862 $22.3M
Roberts Wealth Advisors, LLC 6.76% Reduce -0.9% 93,499 $22.2M
EFG Asset Management (North America) Corp. 3.04% Add +13.2% 88,774 $22.2M
Sound Income Strategies, LLC 1.37% Add +0.3% 88,752 $22.2M
Ipswich Investment Management Co., Inc. 5.34% Reduce -1.8% 88,688 $22.2M
Farmers National Bank 6.47% — 88,581 $22.2M
Westhampton Capital, LLC 11.33% Reduce -2.9% 88,575 $22.2M
Guardian Partners Inc. 2.26% — 91,376 $22.2M
Red Lighthouse Investment Management, LLC 8.76% Reduce -1.4% 88,445 $22.1M
Clearstead Trust, LLC 4.78% Add +16.4% 88,372 $22.1M
MV Capital Management, Inc. 2.36% Reduce -1.4% 88,344 $22.1M
STF Management LP 9.92% Add +3.5% 88,277 $22.1M
Mezzasalma Advisors, LLC 7.12% Add +7.3% 88,205 $22.1M
MBL Wealth, LLC 2.22% Reduce -2.7% 88,187 $22.1M
Slow Capital, Inc. 3.12% Reduce -3.7% 88,014 $22.0M
Wealth Effects LLC 7.82% Reduce -3.0% 87,855 $22.0M
Levin Capital Strategies, L.P. 2.10% Reduce -3.9% 87,761 $22.0M
Analyst IMS Investment Management Services Ltd. 0.80% Add +3.7% 87,655 $21.9M
Sax Wealth Advisors, LLC 1.72% New 87,552 $21.9M
Optimum Investment Advisors 9.67% Reduce -2.4% 87,519 $21.9M
Unisphere Establishment 0.19% No change 87,500 $21.9M
Central Bank & Trust Co. 3.32% Reduce -5.0% 87,491 $21.9M
Realta Investment Advisors 8.97% Add +18.2% 89,968 $21.9M
Cordatus Wealth Management LLC 5.77% New 87,348 $21.9M
Zuckerman Investment Group, LLC 2.10% Reduce -0.5% 95,918 $21.9M
Trek Financial, LLC 1.63% Add +1.3% 87,319 $21.9M
Relyea Zuckerberg Hanson LLC 2.94% Add +9.9% 87,225 $21.8M
First Interstate Bank 1.32% Reduce -2.4% 87,205 $21.8M
Vantage Wealth 4.70% Reduce -8.3% 87,181 $21.8M
Carroll Investors, Inc 12.27% Reduce -0.9% 86,862 $21.8M
Westside Investment Management, Inc. 4.58% Reduce -3.6% 86,782 $21.7M
Kozak & Associates, Inc. 4.97% Reduce -15.1% 89,279 $21.7M
SeaBridge Investment Advisors LLC 4.53% Add +4.2% 86,559 $21.7M
Northwest Bank & Trust Co 15.99% Add +0.1% 91,298 $21.7M
AIMZ Investment Advisors, LLC 7.51% Reduce -2.1% 86,344 $21.6M
Kapstone Financial Advisors LLC 11.51% Reduce -1.3% 90,130 $21.6M
JSF Financial, LLC 5.77% Add +17.6% 86,110 $21.6M
MSA Advisors, LLC 5.38% Reduce -20.3% 85,866 $21.5M
Harbor Capital Advisors, Inc. 0.94% Add +2.6% 85,716 $21.5M
Raab & Moskowitz Asset Management LLC 5.27% Reduce -2.8% 85,705 $21.5M
Atlas Wealth LLC 11.27% Reduce -0.8% 85,668 $21.5M
Legacy Trust 4.97% Reduce -3.5% 85,502 $21.4M
Great Lakes Retirement, Inc. 2.76% Reduce -1.1% 85,258 $21.4M
Schwerin Boyle Capital Management Inc. 2.19% Add +0.3% 85,200 $21.3M
Renaissance Investment Group LLC 4.50% Add +0.6% 85,198 $21.3M
Inlet Private Wealth, LLC 5.64% Reduce -5.0% 85,085 $21.3M
SFE Investment Counsel 4.52% Reduce -1.2% 84,931 $21.3M
Evelyn Partners Investment Management Services Ltd 3.71% — 84,897 $21.3M
Pegasus Asset Management, Inc. 8.01% Reduce -1.9% 84,831 $21.2M
NBW Capital LLC 3.93% Add +0.9% 84,786 $21.2M
Breakwater Capital Group 4.22% Reduce -0.7% 84,592 $21.2M
EULAV Asset Management 0.51% Reduce -3.4% 84,061 $21.1M
Fort Point Capital Partners LLC 2.36% Add +6.8% 84,040 $21.0M
Cardinal Capital Management 3.30% Add +0.6% 83,977 $21.0M
Fusion Capital, LLC 8.47% Reduce -0.1% 83,879 $21.0M
Puzo Michael J 5.87% Reduce -5.1% 83,809 $21.0M
Armstrong Advisory Group, Inc. 1.67% Reduce -1.1% 83,735 $21.0M
Allied Investment Advisors, LLC 4.22% Add +1.2% 83,706 $21.0M
Global Endowment Management, LP 2.68% Reduce -8.2% 83,640 $20.9M
Frisch Financial Group, Inc. 6.34% Reduce -1.2% 83,641 $20.9M
Greystone Financial Group, LLC 3.64% Add +1.1% 83,601 $20.9M
111 Capital 4.38% — 83,402 $20.9M
Cim, LLC 2.97% Reduce -0.7% 83,386 $20.9M
AlphaCore Capital LLC 4.52% Add +7.0% 83,315 $20.9M
O'ROURKE & COMPANY, Inc 10.21% Reduce -7.7% 83,257 $20.8M
Union Heritage Capital, LLC 7.70% No change 83,238 $20.8M
Diligent Investors, LLC 4.78% Reduce -1.1% 83,177 $20.8M
Ofc Financial Planning, LLC 21.97% — 83,173 $20.8M
PKO Investment Management Joint-Stock Co 2.59% Add +40.7% 83,000 $20.8M
Cypress Capital Management LLC (WY) 23.78% Reduce -0.5% 82,943 $20.8M
Kathmere Capital Management, LLC 1.86% Add +7.4% 82,903 $20.8M
Stonebrook Private Inc. 5.43% Add +0.7% 82,894 $20.8M
Blume Capital Management, Inc. 4.66% Reduce -0.7% 82,765 $20.7M
New Capital Management LP 6.05% Reduce -0.8% 82,621 $20.7M
Cidel Asset Management Inc. 1.39% Add +5.2% 82,471 $20.7M
Mattern Capital Management, LLC 2.69% Reduce -3.6% 82,438 $20.6M
Investment Research & Advisory Group, Inc. 8.55% Reduce -1.4% 82,329 $20.6M
Twin Lakes Capital Management, LLC 13.22% Reduce -0.5% 82,306 $20.6M
Founders Capital Management, LLC 3.65% Reduce -1.1% 82,293 $20.6M
Overbrook Management Corp 4.44% Reduce -1.7% 82,291 $20.6M
EPG Wealth Management LLC 5.40% Reduce -6.5% 81,837 $20.5M
Chatham Capital Group, Inc. 3.37% Reduce -0.5% 81,815 $20.5M
McAdam, LLC 1.11% Add +4.1% 81,595 $20.4M
Cahill Financial Advisors Inc. 2.76% Reduce -1.0% 81,460 $20.4M
ProVise Management Group, LLC 1.75% Reduce -11.5% 81,408 $20.4M
National Philanthropic Trust 0.29% Add +32.5% 81,235 $20.3M
Nicollet Investment Management, Inc. 6.98% Reduce -1.2% 81,225 $20.3M
Janney Capital Management LLC 1.35% Reduce -2.1% 81,203 $20.3M
Gifford Fong Associates 4.99% No change 81,169 $20.3M
NFSG Corp 5.21% New 81,096 $20.3M
Moss Adams Wealth Advisors LLC 2.15% Add +12.0% 81,062 $20.3M
Flynn Zito Capital Management, LLC 9.44% Reduce -1.1% 81,052 $20.3M
Duncker Streett & Co. Inc. 3.77% Reduce -1.3% 81,010 $20.3M
Bremer Bank National Association 4.00% Reduce -2.2% 80,838 $20.2M
World Equity Group, Inc. 4.34% Reduce -3.7% 80,766 $20.2M
SS&H Financial Advisors, Inc. 7.37% Reduce -0.2% 80,736 $20.2M
Chancellor Financial Group WB LP 16.28% — 80,722 $20.2M
Crescent Grove Advisors, LLC 2.00% Add +0.4% 80,667 $20.2M
Aviso Wealth Management 10.29% Reduce -0.9% 80,554 $20.2M
Wright Investors Service Inc. 6.55% Reduce -7.8% 80,505 $20.2M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2.38% Add +0.6% 80,501 $20.2M
Bank of New Hampshire 5.18% Reduce -3.4% 80,403 $20.1M
Ironvine Capital Partners, LLC 2.16% Reduce -0.1% 80,351 $20.1M
Tenere Capital LLC 5.33% Reduce -27.6% 80,331 $20.1M
Catalina Capital Group, LLC 6.62% Add +3.4% 80,303 $20.1M
Optas, LLC 4.33% Add +3.6% 80,225 $20.1M
Richard C. Young & CO., LTD. 2.19% Add +1.5% 80,210 $20.1M
Legacy Financial Advisors, Inc. 3.32% Add +1.4% 80,182 $20.1M
ICICI Prudential Asset Management Co Ltd 2.20% Add +4.1% 80,009 $20.0M
Acropolis Investment Management, LLC 1.18% Reduce -2.4% 79,971 $20.0M
Resonant Capital Advisors, LLC 1.46% Reduce -1.6% 79,967 $20.0M
Coleford Investment Management Ltd. 5.28% — 79,935 $20.0M
WealthTrust Axiom LLC 5.96% Reduce -0.7% 79,931 $20.0M
Blueprint Investment Partners LLC 3.18% Add +28.4% 79,900 $20.0M
Intrua Financial, LLC 3.25% Reduce -6.9% 79,775 $20.0M
Gradient Capital Advisors, LLC 6.42% Reduce -2.3% 79,556 $19.9M
Cable Hill Partners, LLC 2.01% Reduce -1.6% 79,538 $19.9M
Charter Oak Capital Management, LLC 1.85% Reduce -2.0% 79,499 $19.9M
M1 Capital Management LLC 10.75% — 79,481 $19.9M
Empirical Asset Management, LLC 6.60% Add +111.3% 610,442 $19.9M
Aragon Global Management, LP 7.37% No change 79,403 $19.9M
Strategic Global Advisors, LLC 3.63% Add +4.2% 79,289 $19.9M
Eagle Rock Investment Company, LLC 3.30% Reduce -3.4% 79,284 $19.9M
Fairhaven Wealth Management, LLC 6.20% Add +0.3% 79,165 $19.8M
Concord Wealth Partners 3.24% Add +0.8% 79,103 $19.8M
United Capital Management of KS, Inc. 3.60% Add +0.8% 79,000 $19.8M
Hodges Capital Management Inc. 1.18% Reduce -2.4% 78,782 $19.7M
Montchanin Asset Management, LLC 19.27% Reduce -6.8% 78,639 $19.7M
Apella Capital, LLC 0.75% Reduce -0.7% 78,509 $19.7M
Monterey Private Wealth, Inc. 6.48% Add +1.0% 78,478 $19.7M
Avalon Global Asset Management LLC 5.50% No change 78,320 $19.6M
Crane Advisory, LLC 3.44% Add +2.7% 80,579 $19.6M
McDonald Partners LLC 5.01% Reduce -1.1% 78,300 $19.6M
Atlas Capital Advisors Inc. 2.50% Add +84.8% 78,213 $19.6M
Horan Capital Advisors, LLC. 6.59% Reduce -1.8% 78,208 $19.6M
CapWealth Advisors, LLC 2.16% Reduce -2.0% 78,205 $19.6M
Crews Bank & Trust 3.30% — 78,198 $19.6M
Argonautica Private Wealth Management, Inc. 6.31% Reduce -1.2% 78,065 $19.5M
Perpetual Ltd 0.23% Add +28.6% 78,057 $19.5M
High Note Wealth, LLC 5.09% Add +0.3% 78,025 $19.5M
Iowa State Bank 4.07% Reduce -0.2% 78,022 $19.5M
Allegheny Financial Group 5.03% Reduce -1.5% 78,009 $19.5M
KLCM Advisors, Inc. 2.26% Reduce -1.7% 77,831 $19.5M
Pinnacle Wealth Planning Services, Inc. 2.93% Reduce -19.9% 77,820 $19.5M
Knightsbridge Asset Management, LLC 4.58% Reduce -1.6% 77,814 $19.5M
Certified Advisory Corp 2.12% Reduce -0.3% 77,813 $19.5M
Keebeck Wealth Management 2.81% Reduce -0.1% 77,807 $19.5M
Papamarkou Wellner Asset Management inc. 13.42% — 77,805 $19.5M
Waterloo Capital, L.P. 2.05% Add +3.5% 77,754 $19.5M
Live Oak Private Wealth LLC 3.26% Reduce -3.6% 77,580 $19.4M
Hamel Associates, Inc. 6.24% Reduce -2.2% 77,437 $19.4M
Tanager Wealth Management LLP 2.52% Reduce -14.6% 77,411 $19.4M
RWQ Financial Management Services, Inc. 7.58% Reduce -40.1% 77,351 $19.4M
Nikulski Financial, Inc. 5.69% Reduce -2.3% 77,330 $19.4M
Alpine Woods Capital Investors, LLC 3.67% Reduce -3.8% 77,191 $19.3M
General Partner, Inc. 11.63% Reduce -2.6% 77,123 $19.3M
Neumann Capital Management, LLC 6.41% Reduce -3.1% 77,077 $19.3M
Humankind Investments LLC 4.88% Add +1.0% 76,999 $19.3M
CPC Advisors, LLC 2.62% Add +4.1% 76,990 $19.3M
Austin Private Wealth, LLC 1.81% Add +0.6% 76,968 $19.3M
LRI Investments, LLC 1.83% Add +0.4% 76,914 $19.3M
TFG Advisers LLC 6.93% Reduce -1.1% 76,902 $19.3M
Ellevest, Inc. 1.11% Reduce -28.1% 76,864 $19.2M
Patten Group, Inc. 4.26% Reduce -4.7% 76,832 $19.2M
Meridian Investment Counsel Inc. 5.73% Add +26.6% 76,662 $19.2M
WBH Advisory Inc. 1.78% Add +2.1% 76,594 $19.2M
Founders Financial Securities LLC 1.73% Add +0.4% 76,564 $19.2M
Heritage Wealth Management, Inc. 6.37% Reduce -1.9% 76,562 $19.2M
Capital Counsel LLC 0.82% Reduce -1.4% 76,493 $19.2M
WESCAP Management Group, Inc. 4.64% Add +229.4% 76,278 $19.1M
Norris Perne & French LLP 1.38% Reduce -6.6% 76,253 $19.1M
Field & Main Bank 6.71% Reduce -1.6% 76,218 $19.1M
Physician Wealth Advisors, Inc. 3.22% Add +1.4% 76,187 $19.1M
Ifrah Financial Services, Inc. 5.26% Reduce -0.3% 76,001 $19.0M
Tradewinds, LLC. 5.28% Add +0.9% 81,305 $19.0M
McDonough Capital Management, Inc 11.74% Add +2.6% 75,801 $19.0M
Quotient Wealth Partners, LLC 0.62% Add +3.5% 75,669 $18.9M
First Commonwealth Financial Corp 4.46% Reduce -2.6% 75,598 $18.9M
Kercheville Advisors, LLC 7.34% Add +3.3% 75,526 $18.9M
Virtu Financial LLC 1.00% New 75,436 $18.9M
Atlas Brown,Inc. 6.46% Reduce -0.3% 75,373 $18.9M
Professional Advisory Services Inc. 2.38% Reduce -2.7% 75,266 $18.8M
Lipe & Dalton 9.98% Reduce -2.0% 75,105 $18.8M
Olde Wealth Management, LLC 6.72% Reduce -1.1% 75,086 $18.8M
Root Financial Partners, LLC 2.33% Add +19.9% 75,023 $18.8M
American Trust 1.43% Reduce -3.1% 74,857 $18.7M
Bedel Financial Consulting, Inc. 2.61% Add +0.3% 80,621 $18.7M
Alpha Omega Wealth Management LLC 3.55% Reduce -1.8% 74,796 $18.7M
Texas Bank & Trust Co 7.71% — 74,742 $18.7M
Deroy & Devereaux Private Investment Counsel Inc. 1.08% Reduce -0.9% 74,713 $18.7M
Strategic Financial Services, Inc. 1.12% Add +0.4% 74,682 $18.7M
Jackson Hole Capital Partners, LLC 3.77% Reduce -4.5% 74,629 $18.7M
RFP Financial Group LLC 7.29% Reduce -3.0% 74,614 $18.7M
Grandview Asset Management LLC 6.85% Reduce -12.0% 74,567 $18.7M
DCM Advisors, LLC 8.75% Add +23.7% 75,080 $18.7M
Ring Mountain Capital, LLC 12.49% — 74,436 $18.6M
Keystone Wealth Services, LLC 4.92% Reduce -0.5% 74,246 $18.6M
Next Century Growth Investors LLC 1.39% Add +18.8% 74,141 $18.6M
Wealth Group, Ltd. 11.98% Reduce -0.3% 73,996 $18.5M
Hirtle & Co., LLC 0.90% Add +1.3% 73,866 $18.5M
Turtle Creek Wealth Advisors, LLC 4.26% Add +10.9% 73,818 $18.5M
Corus Family Wealth Advisors 12.44% Reduce -6.0% 73,741 $18.5M
IPG Investment Advisors LLC 4.19% Reduce -21.5% 73,511 $18.4M
LMG Wealth Partners, LLC 4.01% Reduce -0.2% 73,463 $18.4M
Managed Asset Portfolios, LLC 2.72% Reduce -0.6% 73,328 $18.4M
FLC Capital Advisors 4.21% Reduce -0.7% 73,041 $18.3M
Dominguez Wealth Management Solutions, Inc. 13.34% Add +0.2% 73,021 $18.3M
Archford Capital Strategies, LLC 2.76% Add +6.5% 72,868 $18.2M
Patriot Financial Group Insurance Agency, LLC 2.45% Reduce -1.2% 72,802 $18.2M
Centurion Wealth Management LLC 5.70% Reduce -0.6% 72,746 $18.2M
Capital Investment Counsel, LLC 3.04% Reduce -1.2% 72,682 $18.2M
Bell Bank 1.35% Reduce -1.8% 72,656 $18.2M
Kennedy Investment Group, Inc. 8.23% Reduce -0.6% 72,645 $18.2M
Consilium Wealth Advisory, LLC 8.67% Reduce -0.1% 72,597 $18.2M
Baldwin Investment Management, LLC 2.37% Reduce -1.4% 72,533 $18.2M
Hennion & Walsh Asset Management, Inc. 0.82% Add +3.7% 72,428 $18.1M
Birch Capital Management, LLC 9.12% Add +0.5% 72,390 $18.1M
Intelligence Driven Advisers, LLC 3.41% Reduce -0.3% 72,367 $18.1M
Maryland Capital Advisors Inc. 8.40% Reduce -40.0% 72,357 $18.1M
Radnor Capital Management, LLC 3.02% Reduce -9.6% 72,231 $18.1M
Liberty Square Wealth Partners LLC 6.60% — 73,948 $18.1M
Burford Brothers, Inc. 8.87% Reduce -1.0% 72,189 $18.1M
CV Advisors LLC 6.28% Add +57.9% 84,570 $18.1M
Newman Dignan & Sheerar, Inc. 4.63% Reduce -2.0% 72,068 $18.0M
BOK Financial Private Wealth, Inc. 1.31% Reduce -6.8% 71,920 $18.0M
Wealthspire Retirement, LLC 1.42% Add +79.7% 71,880 $18.0M
Roberts Glore & Co. Inc. 5.34% Reduce -1.5% 71,861 $18.0M
Aspen Grove Capital, LLC 3.81% Add +14.3% 71,775 $18.0M
Global Financial Private Client, LLC 6.74% Add +0.2% 71,734 $18.0M
Harmony Asset Management LLC 7.12% Reduce -3.3% 71,726 $18.0M
Full Sail Capital, LLC 1.14% Add +1.9% 71,596 $17.9M
Stablepoint Partners, LLC 3.29% Reduce -1.2% 71,548 $17.9M
Mosaic Family Wealth Partners, LLC 2.58% Add +5.4% 71,492 $17.9M
Bison Wealth, LLC 2.19% — 71,467 $17.9M
Lattice Capital Management, LLC 15.01% No change 71,434 $17.9M
First Dallas Securities Inc. 7.29% Add +0.0% 71,405 $17.9M
Kentucky Retirement Systems Insurance Trust Fund 3.09% Reduce -92.9% 31,862 $17.9M
WESPAC Advisors SoCal, LLC 4.04% Reduce -8.3% 71,283 $17.9M
DLK Investment Management, LLC 7.45% Reduce -0.1% 71,119 $17.8M
Adirondack Trust Co. 6.80% Reduce -1.8% 71,103 $17.8M
Kesler, Norman & Wride, LLC 3.84% Reduce -2.5% 71,041 $17.8M
Borer Denton & Associates, Inc. 6.19% Reduce -0.5% 71,041 $17.8M
Stoneridge Investment Partners LLC 6.35% Add +0.2% 70,930 $17.8M
Settian Capital LP 12.81% No change 70,900 $17.8M
ORBA Wealth Advisors, L.L.C. 9.28% Reduce -0.9% 70,874 $17.7M
Sustainable Insight Capital Management, LLC 7.76% Reduce -4.8% 70,840 $17.7M
Georgetown University 5.22% Add +0.1% 70,812 $17.7M
Alteri Wealth LLC 4.90% — 70,756 $17.7M
Trust Investment Advisors 11.31% Add +42.0% 70,751 $17.7M
Balboa Wealth Partners 4.06% Reduce -2.5% 70,735 $17.7M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 5.83% Add +4.9% 70,584 $17.7M
Hendley & Co. Inc. 6.20% Reduce -0.3% 70,577 $17.7M
Rbo & Co. LLC 2.88% Reduce -1.8% 70,563 $17.7M
Solstein Capital, LLC 9.89% Add +0.0% 70,562 $17.7M
Park State Asset Management 9.93% Reduce -0.1% 70,547 $17.7M
Acorn Financial Advisory Services Inc. 2.91% Reduce -0.1% 70,442 $17.6M
SPC Financial, Inc. 1.54% Add +23.0% 70,415 $17.6M
Glen Eagle Advisors, LLC 2.92% Reduce -0.2% 70,389 $17.6M
Keudell/Morrison Wealth Management 4.59% Add +0.1% 70,383 $17.6M
Dumont & Blake Investment Advisors LLC 4.72% Reduce -0.5% 70,219 $17.6M
Destiny Wealth Partners, LLC 2.87% Add +3.8% 70,169 $17.6M
Nvwm, LLC 4.43% Reduce -0.4% 70,164 $17.6M
First National Bank of Mount Dora, Trust Investment Services 4.10% Reduce -0.5% 70,033 $17.5M
Bay Rivers Group 8.48% Reduce -2.0% 69,899 $17.5M
Summit Financial Strategies, Inc. 1.93% Reduce -0.6% 69,809 $17.5M
Hudson Value Partners, LLC 6.50% Reduce -1.0% 69,796 $17.5M
Charter Research & Investment Group, Inc. 13.30% Reduce -3.7% 69,731 $17.5M
Moseley Investment Management Inc. 6.81% Reduce -4.3% 69,675 $17.4M
LaSalle St. Investment Advisors, LLC 5.41% Add +60.6% 69,666 $17.4M
Wills Financial Group, Inc. 7.52% Reduce -1.5% 69,516 $17.4M
HHM Wealth Advisors, LLC 2.36% Add +25.8% 69,289 $17.4M
Penserra Capital Management LLC 0.32% Add +134.1% 69,292 $17.3M
Delta Financial Advisors LLC 6.45% Reduce -0.0% 69,262 $17.3M
Glassy Mountain Advisors, Inc. 5.93% Reduce -3.2% 69,245 $17.3M
Trust Co. of Oklahoma 5.54% Reduce -1.4% 69,235 $17.3M
Enterprise Bank & Trust Co 5.70% Reduce -3.2% 69,203 $17.3M
Ignite Planners, LLC 3.80% Reduce -0.7% 71,190 $17.3M
Legacy Wealth Management, LLC / MS 6.88% Reduce -6.5% 69,166 $17.3M
Trivant Custom Portfolio Group, LLC 10.11% Reduce -1.1% 69,154 $17.3M
Curbstone Financial Management Corp 3.66% Reduce -0.1% 69,013 $17.3M
United Advisor Group, LLC 3.42% Add +2.0% 68,985 $17.3M
Bangor Savings Bank 1.62% Reduce -2.6% 68,915 $17.3M
Quantum Financial Advisors, LLC 2.63% Add +9.5% 68,913 $17.3M
Finer Wealth Management, Inc. 9.86% Add +0.8% 68,684 $17.2M
Councilmark Asset Management, LLC 11.55% Add +1.0% 68,674 $17.2M
Blodgett Wealth Advisors, LLC 13.48% Add +0.1% 68,657 $17.2M
Westend Capital Management, LLC 5.10% Reduce -0.0% 68,641 $17.2M
Fortis Capital Advisors, LLC 5.87% Reduce -2.7% 75,018 $17.2M
Concord Asset Management, LLC 3.77% Add +3.2% 68,523 $17.2M
Earned Wealth Advisors, LLC 5.48% Add +3.7% 68,478 $17.1M
Tortoise Investment Management, LLC 1.81% Reduce -0.9% 68,454 $17.1M
LexAurum Advisors, LLC 3.42% Add +0.4% 68,450 $17.1M
Providence Capital Advisors, LLC 3.47% Add +1.2% 68,403 $17.1M
Core Wealth Partners LLC 9.81% Add +0.7% 68,361 $17.1M
Bank of Nova Scotia Trust Co. 1.81% Reduce -0.7% 68,296 $17.1M
Coastal Bridge Advisors, LLC 4.30% Add +11.0% 68,202 $17.1M
Fortis Group Advisors, LLC 3.18% Reduce -2.2% 68,191 $17.1M
Symphony Financial, Ltd. Co. 2.68% Reduce -4.8% 76,531 $17.1M
Doheny Asset Management 12.71% Reduce -2.5% 67,993 $17.0M
Baugh & Associates, LLC 8.82% Reduce -0.1% 70,329 $17.0M
Nicolet Bankshares Inc. 3.32% Reduce -1.0% 67,900 $17.0M
Freedom Together Foundation 1.88% Reduce -80.1% 67,737 $17.0M
EFG Asset Management (Americas) Corp. 3.29% Reduce -1.3% 67,620 $16.9M
Summit Global Investments 1.06% Reduce -16.9% 67,595 $16.9M
Bison Wealth, LLC 3.73% Reduce -27.0% 67,541 $16.9M
Bryant Woods Investment Advisors, LLC 8.19% Add +0.1% 67,500 $16.9M
Two Point Capital Management, Inc. 6.04% Reduce -0.9% 75,916 $16.9M
Bell Asset Management Ltd 3.08% Reduce -12.3% 67,431 $16.9M
AssuredPartners Investment Advisors, LLC 3.29% — 67,402 $16.9M
First National Corp. /Ma/ 3.81% Reduce -0.1% 67,234 $16.8M
Drucker Wealth 3.0, LLC 3.88% Add +4.9% 67,159 $16.8M
Greenfield Savings Bank 8.06% Reduce -1.3% 67,145 $16.8M
Gibraltar Capital Management, Inc. 7.42% Add +0.2% 67,132 $16.8M
N.E.W. Advisory Services LLC 1.59% Reduce -0.9% 67,046 $16.8M
Koa Wealth Management, LLC 13.71% Reduce -5.7% 66,995 $16.8M
Cerro Pacific Wealth Advisors LLC 5.55% Add +0.5% 71,990 $16.8M
Revolve Wealth Partners, LLC 2.46% Add +4.2% 66,857 $16.7M
Liontrust Investment Partners LLP 0.24% Reduce -67.5% 66,800 $16.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.36% Reduce -27.1% 66,771 $16.7M
Iyo Bank, Ltd. 5.71% No change 66,690 $16.7M
Wealth Advisory Solutions, LLC 4.67% Add +2.1% 66,514 $16.7M
KRS Capital Management, LLC 11.77% Reduce -1.5% 66,497 $16.7M
Silverleafe Capital Partners, LLC 5.28% Add +1.5% 66,490 $16.7M
LJI Wealth Management, LLC 3.28% Reduce -1.1% 66,488 $16.6M
Wealth Management Associates, Inc. 7.10% Add +1.2% 66,309 $16.6M
First Heartland Consultants, Inc. 1.70% Reduce -4.7% 66,267 $16.6M
Drive Wealth Management, LLC 4.07% Add +4.3% 66,260 $16.6M
Consolidated Investment Group LLC 2.32% No change 66,172 $16.6M
ICONIQ Capital, LLC 0.26% Add +229.2% 66,143 $16.6M
Arlington Trust Co LLC 3.48% Add +3.2% 66,044 $16.5M
Diversified Enterprises, LLC 1.58% Add +7.8% 65,986 $16.5M
Burke & Herbert Bank & Trust Co. 3.91% Reduce -0.3% 65,870 $16.5M
Monarch Capital Management Inc. 4.52% Add +0.4% 65,849 $16.5M
OneAscent Financial Services LLC 1.40% Add +87.0% 65,788 $16.5M
Geneva Partners, LLC 6.69% Reduce -0.2% 65,778 $16.5M
Geller Advisors LLC 1.08% Reduce -0.5% 65,700 $16.5M
Financial Management Network Inc. 3.42% Add +4.8% 67,536 $16.4M
Twin Peaks Wealth Advisors, LLC 6.97% Add +10.3% 65,563 $16.4M
Fermata Advisors, LLC 3.06% Reduce -5.8% 65,487 $16.4M
CWS Financial Advisors, LLC 5.31% Add +0.3% 65,436 $16.4M
Harbour Capital Advisors, LLC 3.65% Reduce -1.1% 67,242 $16.4M
Udine Wealth Management, Inc. 10.51% Reduce -18.3% 65,337 $16.4M
Harrington Investments, INC 8.99% Reduce -1.5% 65,286 $16.3M
LongView Wealth Management 4.98% Reduce -1.8% 65,244 $16.3M
IRON Financial LLC 9.17% Reduce -0.2% 65,170 $16.3M
M Holdings Securities, Inc. 2.63% Reduce -4.8% 130,126 $16.3M
Apollon Financial, LLC 4.07% Add +4.0% 65,012 $16.3M
Quad-Cities Investment Group, LLC 7.99% Reduce -1.4% 65,007 $16.3M
Capital Market Strategies LLC 9.41% Add +0.1% 64,982 $16.3M
Wealth Dimensions Group, Ltd. 3.99% Add +5.7% 64,974 $16.3M
Compton Wealth Advisory Group, LLC 4.19% Add +0.8% 64,889 $16.2M
Global Wealth Management Investment Advisory, Inc. 3.35% Add +3.9% 64,834 $16.2M
Spring Capital Management, LLC 9.69% Add +8.4% 64,825 $16.2M
Wellspring Financial Advisors, LLC 1.70% Add +5.0% 64,801 $16.2M
Farrow Financial, Inc. 10.53% Reduce -0.7% 64,295 $16.2M
TCFG Wealth Management, LLC 8.21% Reduce -2.9% 64,699 $16.2M
Private Capital Management LLC 3.23% Reduce -30.0% 64,647 $16.2M
Financial Perspectives, Inc 5.44% Add +0.8% 64,643 $16.2M
Northwest Financial Advisors 13.36% Reduce -2.3% 64,585 $16.2M
Hedeker Wealth, LLC 4.03% Reduce -1.4% 64,585 $16.2M
Provenance Wealth Advisors, LLC 2.09% Add +15.0% 64,575 $16.2M
Centric Wealth Management 4.37% Reduce -11.8% 64,553 $16.2M
Rheos Capital Works Inc. 0.90% Reduce -27.5% 64,500 $16.2M
Morton Capital Management LLC 3.05% Reduce -3.0% 64,498 $16.2M
Avalon Capital Management 5.20% Reduce -4.8% 64,393 $16.1M
Independent Solutions Wealth Management, LLC 3.53% Reduce -1.3% 64,349 $16.1M
Portside Wealth Group, LLC 2.67% Add +2.9% 64,320 $16.1M
IFG Advisors, LLC 3.20% Add +5.2% 64,229 $16.1M
Highline Wealth Partners LLC 5.26% Reduce -0.2% 64,207 $16.1M
CGN Advisors LLC 1.56% Add +7.0% 64,021 $16.0M
Armstrong Henry H Associates Inc. 1.60% Reduce -1.0% 63,885 $16.0M
Northwest Bancshares, Inc. 2.96% Reduce -7.5% 63,875 $16.0M
Revisor Wealth Management LLC 14.74% Reduce -9.5% 63,870 $16.0M
Hexagon Capital Partners LLC 2.90% Reduce -5.8% 63,796 $16.0M
Shulman DeMeo Asset Management LLC 4.31% Reduce -8.9% 63,794 $16.0M
Dudley Capital Management, LLC 8.14% Reduce -0.6% 63,485 $15.9M
S.E.E.D. Planning Group LLC 5.31% Reduce -3.5% 63,485 $15.9M
Kaizen Financial Strategies 9.04% Reduce -2.8% 63,478 $15.9M
Once Capital Management, LLC 7.21% Reduce -67.9% 63,450 $15.9M
Soundwatch Capital LLC 1.68% Add +0.2% 63,448 $15.9M
Roof Eidam Maycock Peralta, LLC 4.10% Add +0.0% 63,410 $15.9M
Financial Insights, Inc. 6.13% Reduce -13.7% 63,347 $15.9M
Poehling Capital Management, INC. 3.90% Reduce -0.0% 63,313 $15.9M
Sentry Investment Management LLC 7.55% Reduce -4.6% 63,256 $15.8M
Warther Private Wealth, LLC 5.37% Reduce -30.8% 63,143 $15.8M
Muhlenkamp & Co. Inc. 4.79% Add +0.2% 63,056 $15.8M
FUKOKU MUTUAL LIFE INSURANCE Co 1.14% Reduce -0.3% 63,053 $15.8M
Mount Vernon Associates Inc. 12.33% Reduce -0.5% 63,042 $15.8M
M. Kulyk & Associates, LLC 3.41% Reduce -9.3% 62,995 $15.8M
Tiemann Investment Advisors, LLC 7.01% Reduce -2.0% 62,982 $15.8M
Abacus Planning Group, Inc. 2.77% Add +0.7% 62,953 $15.8M
Moser Wealth Advisors, LLC 8.19% Reduce -3.8% 62,867 $15.7M
Manchester Financial Inc. 3.44% Reduce -2.6% 62,824 $15.7M
Delta Investment Management, LLC 3.06% Add +0.1% 62,821 $15.7M
Olistico Wealth, LLC 9.14% Add +1.8% 62,732 $15.7M
Towercrest Capital Management 2.54% Add +5.6% 62,713 $15.7M
Generali Investments CEE, investicni spolecnost, a.s. 1.62% — 62,620 $15.7M
Clark Asset Management, LLC 2.93% Reduce -9.1% 62,618 $15.7M
Aviso Financial Inc. 0.79% Reduce -0.2% 62,528 $15.7M
Matthew 25 Management Corp 4.96% Reduce -2.3% 62,500 $15.7M
McGinn Penninger Investment Management, Inc. 10.44% Reduce -0.6% 62,397 $15.6M
Western Pacific Wealth Management, LP 12.60% Reduce -6.7% 62,378 $15.6M
Manhattan West Asset Management, LLC 4.21% Reduce -37.8% 62,254 $15.6M
Pekin Hardy Strauss, Inc. 1.98% Add +0.6% 62,139 $15.6M
IFC Advisors LLC 3.39% — 62,028 $15.5M
Cove Private Wealth, LLC 9.56% Add +19.4% 62,009 $15.5M
Bright Rock Capital Management, LLC 3.31% No change 62,000 $15.5M
BIP Wealth, LLC 1.04% Reduce -1.1% 61,950 $15.5M
Gables Capital Management Inc. 7.48% Add +6.7% 61,895 $15.5M
Souders Financial Advisors 2.16% Reduce -15.8% 61,842 $15.5M
Thames Capital Management LLC 4.20% No change 61,806 $15.5M
Bell & Brown Wealth Advisors, LLC 5.76% Reduce -0.9% 61,761 $15.5M
Indiana Trust & Investment Management Co 5.26% Reduce -3.8% 61,722 $15.5M
IVC Wealth Advisors LLC 8.65% Reduce -2.9% 61,709 $15.5M
Torray Investment Partners LLC 2.21% Add +0.1% 61,648 $15.4M
LBMC Investment Advisors, LLC 1.22% Reduce -1.3% 61,645 $15.4M
Castle Rock Wealth Management, LLC 3.68% Reduce -1.2% 63,103 $15.4M
Investor's Fiduciary Advisor Network, LLC 5.90% — 61,541 $15.4M
Index Fund Advisors, Inc. 0.83% Reduce -3.0% 61,538 $15.4M
Titleist Asset Management, LLC 1.77% Reduce -0.2% 61,505 $15.4M
Hartford Financial Management Inc. 3.15% Add +2.5% 61,492 $15.4M
KPP Advisory Services LLC 3.63% Add +1.8% 61,479 $15.4M
Brick & Kyle, Associates 6.58% Reduce -1.3% 61,388 $15.4M
McLean Asset Management Corp 4.62% Add +16.9% 61,386 $15.4M
NWK Group, Inc. 5.94% Reduce -2.2% 61,364 $15.4M
Vestmark Advisory Solutions, Inc. 0.53% Add +6.4% 61,357 $15.4M
High Net Worth Advisory Group LLC 4.29% Reduce -4.2% 61,342 $15.4M
Buffington Mohr McNeal 2.55% Add +7.9% 61,320 $15.4M
VeraBank, N.A. 4.33% Reduce -0.4% 61,278 $15.3M
O'Brien Wealth Partners LLC 2.75% Add +67.7% 61,038 $15.3M
Stolper Co 5.09% Reduce -0.7% 61,034 $15.3M
Bank Ozk 6.34% Reduce -1.9% 61,029 $15.3M
Zweig-DiMenna Associates LLC 1.29% No change 60,981 $15.3M
Freedom Financial Partners LLC 7.36% — 60,945 $15.3M
Arkfeld Wealth Strategies, L.L.C. 7.01% Reduce -0.1% 65,094 $15.3M
Mycio Wealth Partners, LLC 3.65% Reduce -7.4% 60,866 $15.2M
Kestra Investment Management, LLC 0.60% Add +3.5% 60,851 $15.2M
All Terrain Financial Advisors, LLC 5.93% Reduce -0.1% 60,778 $15.2M
Twin Focus Capital Partners, LLC 2.25% Reduce -1.7% 60,755 $15.2M
Central Valley Advisors, LLC 6.91% Add +1.5% 60,691 $15.2M
Lincoln Capital Corp. 6.25% Reduce -0.3% 60,548 $15.2M
Chronos Wealth Management, LLC 7.74% Reduce -0.9% 60,546 $15.2M
Stenger Family Office, LLC 5.15% — 60,512 $15.2M
Jupiter Wealth Management LLC 7.58% Add +2.1% 60,429 $15.1M
Citizens & Northern Corp. 4.14% Add +4.9% 60,417 $15.1M
Capital Insight Partners, LLC 2.61% Add +0.2% 60,402 $15.1M
Willow Creek Wealth Management Inc. 1.54% Reduce -1.7% 60,395 $15.1M
IMS Capital Management 7.01% Reduce -1.4% 60,313 $15.1M
Bradley & Co. Private Wealth Management, LLC 9.42% — 60,264 $15.1M
Wimmer Associates 1, LLC 7.46% Reduce -1.4% 60,232 $15.1M
Opal Wealth Advisors, LLC 4.53% Add +3.8% 60,222 $15.1M
Masso Torrence Wealth Management Inc. 7.92% Reduce -2.9% 60,181 $15.1M
Blue Edge Capital, LLC 2.37% Add +2.9% 60,115 $15.1M
Kelleher Financial Advisors 5.68% Reduce -2.4% 60,034 $15.0M
Hall Laurie J Trustee 4.94% Add +0.3% 60,092 $15.0M
Sandy Cove Advisors, LLC 5.90% Add +12.0% 60,034 $15.0M
Milestone Asset Management, LLC 3.31% Add +27.1% 59,931 $15.0M
3Chopt Investment Partners, LLC 5.15% Add +1.1% 59,924 $15.0M
Pictet North America Advisors SA 1.43% Reduce -0.2% 59,911 $15.0M
Novem Group 2.23% — 59,911 $15.0M
Buck Wealth Strategies, LLC 3.12% Add +26.9% 59,873 $15.0M
Pacifica Partners Inc. 6.48% Reduce -1.9% 61,479 $15.0M
Amplius Wealth Advisors, LLC 1.53% Add +1.0% 59,763 $15.0M
Balentine LLC 0.61% Reduce -45.0% 59,750 $15.0M
L2 Asset Management, LLC 3.26% Reduce -26.7% 59,720 $15.0M
Davidson Trust Co. 7.69% Reduce -1.1% 59,667 $14.9M
DeDora Capital, Inc. 4.08% Reduce -2.3% 59,561 $14.9M
Bridge Creek Capital Management LLC 4.59% Reduce -2.9% 59,537 $14.9M
Salomon & Ludwin, LLC 1.58% Reduce -4.4% 59,521 $14.9M
JT Stratford LLC 2.46% Add +4.5% 59,423 $14.9M
Marshall Financial Group, LLC 3.60% Add +5.5% 59,421 $14.9M
Capital Wealth Planning, LLC 0.14% Reduce -97.6% 59,346 $14.9M
Clear Creek Financial Management, LLC 1.61% Add +26.7% 59,332 $14.9M
Mechanics Financial Corp 6.66% Reduce -0.3% 59,220 $14.8M
Cordgrass Capital Advisors, LLC 4.30% Reduce -1.9% 59,195 $14.8M
City State Bank 5.23% Add +6.5% 59,173 $14.8M
O'Brien Greene & Co. Inc 4.81% Add +1.4% 59,156 $14.8M
Obsidian Cio, LLC 2.70% Add +10.4% 59,144 $14.8M
WealthShield Partners, LLC 2.10% Reduce -6.7% 59,115 $14.8M
Balanced Wealth Group LLC 6.64% No change 62,672 $14.8M
Sepio Capital, LP 1.18% Reduce -14.6% 59,038 $14.8M
Woodley Farra Manion Portfolio Management Inc. 0.74% Add +52.0% 58,947 $14.8M
Evermay Wealth Management LLC 2.24% Reduce -1.5% 58,940 $14.8M
Carolinas Wealth Consulting LLC 2.90% Reduce -35.1% 58,890 $14.7M
Columbia Bank 5.10% Add +4.2% 63,194 $14.7M
Channel Wealth LLC 4.80% Add +0.8% 58,816 $14.7M
Princeton Global Asset Management LLC 2.75% Add +1.1% 58,784 $14.7M
Carderock Capital Management Inc. 3.69% Reduce -1.3% 58,750 $14.7M
Gardner Lewis Asset Management L P 3.73% Reduce -4.1% 58,748 $14.7M
First Business Financial Services, Inc. 1.45% Add +1.0% 58,728 $14.7M
Sculati Wealth Management, LLC 5.83% Reduce -1.7% 58,707 $14.7M
SJS Investment Consulting Inc. 2.54% Reduce -1.2% 58,671 $14.7M
PKS Advisory Services, LLC 3.67% — 58,668 $14.7M
Strategy Asset Managers LLC 2.85% Reduce -5.9% 58,582 $14.7M
First Community Trust NA 10.47% Reduce -0.2% 58,503 $14.7M
WNY Asset Management, LLC 1.82% Reduce -2.0% 58,493 $14.6M
Vanguard Capital Wealth Advisors 16.00% Reduce -2.1% 58,465 $14.6M
Orca Wealth Management, LLC 13.17% — 58,457 $14.6M
Walkner Condon Financial Advisors LLC 2.97% Add +0.6% 58,415 $14.6M
Lafayette Investments, Inc. 3.13% Add +0.1% 58,364 $14.6M
Ervin Investment Management, LLC 9.39% Reduce -5.5% 58,141 $14.6M
CFS Investment Advisory Services, LLC 1.30% Add +3.8% 58,088 $14.5M
Wescott Financial Advisory Group, LLC 1.51% Add +3.3% 58,082 $14.5M
Buckhead Capital Management LLC 4.65% Reduce -1.3% 58,028 $14.5M
Vicus Capital 1.29% Add +0.5% 58,021 $14.5M
Oak Hill Wealth Advisors, LLC 3.46% — 58,011 $14.5M
Mathes Company, Inc. 5.34% Reduce -1.4% 57,951 $14.5M
Old Second National Bank of Aurora 3.30% Reduce -1.3% 57,939 $14.5M
Northside Capital Management, LLC 3.86% Reduce -1.9% 57,910 $14.5M
Duncan Williams Asset Management, LLC 5.71% Add +73.5% 57,902 $14.5M
Carlson Capital Management 0.63% Add +28.2% 57,832 $14.5M
St. Nicholas Private Asset Management, Inc. 12.94% — 57,829 $14.5M
Garden State Investment Advisory Services LLC 4.45% Reduce -1.4% 57,769 $14.5M
Marathon Capital Management 3.64% Reduce -0.3% 57,789 $14.5M
Prosperity Financial Group, Inc. 7.24% Reduce -1.1% 57,694 $14.4M
Boston Research & Management Inc. 3.52% Reduce -0.8% 57,665 $14.4M
McIlrath & Eck, LLC 1.84% Add +2.3% 57,527 $14.4M
Timber Creek Capital Management LLC 4.16% Reduce -1.0% 57,512 $14.4M
Thrive Wealth Management, LLC 2.59% Add +17.5% 57,445 $14.4M
Trail Ridge Investment Advisors, LLC 6.83% Add +0.8% 57,375 $14.4M
Texas Capital Bancshares Inc 5.78% Add +0.1% 57,367 $14.4M
Potentia Wealth 6.38% — 57,332 $14.4M
Lincoln Capital LLC 3.02% Reduce -0.8% 57,304 $14.3M
Argentarii, LLC 7.21% — 57,277 $14.3M
W1M Asset Management Ltd 1.22% Reduce -20.8% 57,188 $14.3M
Satovsky Asset Management LLC 3.27% Reduce -0.7% 56,727 $14.3M
Paces Ferry Wealth Advisors, LLC 6.94% Reduce -7.9% 57,053 $14.3M
Sheets Smith Wealth Management 1.74% Add +7.1% 57,039 $14.3M
Abundance Wealth Counselors 3.11% Add +3.0% 57,034 $14.3M
Thurston, Springer, Miller, Herd & Titak, Inc. 2.88% Add +26.3% 56,966 $14.3M
Redhawk Wealth Advisors, Inc. 1.93% Add +1.3% 56,946 $14.3M
Bellevue Asset Management, LLC 7.36% Reduce -1.8% 56,914 $14.3M
Clay Northam Wealth Management, LLC 9.19% Reduce -0.4% 56,843 $14.2M
Kensington Investment Counsel, LLC 5.94% Reduce -1.9% 56,839 $14.2M
Millstone Evans Group, LLC 9.69% — 56,786 $14.2M
1776 Wealth LLC 6.53% Add +0.1% 125,680 $14.2M
Alaethes Wealth, LLC 5.08% Reduce -0.7% 56,758 $14.2M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.12% Reduce -33.5% 56,750 $14.2M
Alpha Family Trust 7.97% No change 56,700 $14.2M
Clearwater Capital Advisors, LLC 1.39% Reduce -1.9% 56,686 $14.2M
Alkeon Capital Management LLC 0.08% No change 56,627 $14.2M
Nkcfo LLC 6.23% No change 56,550 $14.2M
KG Capital Management 4.55% Reduce -2.6% 56,751 $14.2M
CNB Bank 6.57% Reduce -2.1% 56,467 $14.1M
Miramar Capital, LLC 3.37% Add +0.2% 56,443 $14.1M
FCG Investment Co 8.57% Add +8.8% 56,272 $14.1M
Cladis Investment Advisory, LLC 9.99% Reduce -9.2% 56,259 $14.1M
Aprio Wealth Management, LLC 2.05% Add +17.1% 56,222 $14.1M
Rock Point Advisors, LLC 4.09% Reduce -2.1% 56,041 $14.0M
Canopy Partners, LLC 5.36% Add +15.2% 56,037 $14.0M
Abbot Financial Management, Inc. 6.99% Reduce -0.5% 56,034 $14.0M
DGS Capital Management, LLC 3.51% Add +2.8% 56,027 $14.0M
High Falls Advisors, Inc 3.25% Add +1.0% 56,023 $14.0M
Roberts Capital Advisors, LLC 11.73% No change 55,974 $14.0M
Sendero Wealth Management, LLC 2.09% Reduce -12.7% 55,904 $14.0M
Hazlett, Burt & Watson, Inc. 6.19% Add +7.0% 55,840 $14.0M
New Millennium Group LLC 8.18% Add +4.1% 55,857 $14.0M
Sawyer & Company, Inc 5.17% Reduce -2.4% 55,788 $14.0M
Private Portfolio Partners LLC 2.56% Add +0.6% 55,689 $13.9M
Asio Capital, LLC 2.63% Reduce -0.7% 55,671 $13.9M
Eastover Investment Advisors LLC 6.52% Reduce -1.9% 55,660 $13.9M
Sugarloaf Wealth Management, LLC 2.64% Add +0.2% 55,594 $13.9M
TLW Wealth Management, LLC 8.29% Reduce -0.7% 55,544 $13.9M
Midland Wealth Advisors, LLC 0.84% Reduce -5.8% 55,507 $13.9M
Horizon Wealth Management, LLC 2.42% Add +1.7% 55,439 $13.9M
Carmel Capital Management L.L.C. 5.24% Reduce -2.5% 55,412 $13.9M
Point72 (DIFC) Ltd 1.25% New 55,400 $13.9M
Inspirion Wealth Advisors, LLC 1.94% Reduce -2.7% 57,268 $13.9M
Triton Financial Group Inc 8.67% Reduce -3.0% 55,371 $13.9M
WealthBridge Capital Management, LLC 3.85% Reduce -0.8% 55,285 $13.8M
Financial Advisors Network, Inc. 2.30% — 55,284 $13.8M
Chemung Canal Trust Co. 2.88% Reduce -5.0% 55,246 $13.8M
Roehl & Yi Investment Advisors, LLC 7.62% — 55,240 $13.8M
Promethium Advisors,llc 9.47% Reduce -2.6% 55,234 $13.8M
Aventura Private Wealth, LLC 7.43% — 55,141 $13.8M
Ballast, Inc. 3.94% Reduce -3.1% 55,101 $13.8M
Freemont Management S.A. 6.76% No change 55,000 $13.8M
Alhambra Investment Management LLC 7.06% Reduce -0.4% 54,941 $13.8M
Tsfg, LLC 2.83% Add +1.9% 54,933 $13.8M
Garrison Point Advisors, LLC 6.52% Add +78.4% 54,921 $13.8M
Coston, McIsaac & Partners 4.07% Reduce -11.4% 54,854 $13.7M
Fourpath Capital Management, LLC 2.54% Reduce -0.8% 54,754 $13.7M
TFC Financial Management, Inc. 2.17% Add +3.2% 54,735 $13.7M
Wambolt & Associates, LLC 4.40% Reduce -34.1% 54,670 $13.7M
Menlo Advisors LLC 6.98% Add +0.1% 54,617 $13.7M
Lederer & Associates Investment Counsel 9.55% Reduce -3.2% 54,607 $13.7M
Ethos Financial Group, LLC 1.79% Add +5.4% 54,597 $13.7M
Owen LaRue, LLC 7.14% Add +6.8% 54,534 $13.7M
Excalibur Management Corp. 5.43% Reduce -1.3% 54,526 $13.7M
Prospect Financial Services LLC 7.46% Reduce -0.1% 54,476 $13.6M
Bonness Enterprises Inc. 4.78% No change 54,440 $13.6M
B & T Capital Management DBA Alpha Capital Management 2.50% Reduce -1.6% 54,414 $13.6M
Wrapmanager Inc. 3.49% Add +3.0% 54,402 $13.6M
American Investment Services, Inc. 2.41% Reduce -27.4% 54,355 $13.6M
Old North State Trust, LLC 8.66% Add +23.9% 54,348 $13.6M
Wealth Management Partners, LLC 5.87% Reduce -0.2% 54,332 $13.6M
Sovereign Financial Group, Inc. 3.12% Add +0.7% 54,216 $13.6M
Greater Midwest Financial Group, LLC 8.59% Add +3.3% 54,187 $13.6M
Bourgeon Capital Management LLC 2.58% Reduce -0.5% 54,152 $13.6M
Dover Advisors, LLC 7.77% Reduce -4.3% 54,137 $13.6M
Bulltick Wealth Management, LLC 3.19% Reduce -4.5% 54,106 $13.5M
Scissortail Wealth Management, LLC 3.47% Add +12250.5% 54,095 $13.5M
Financial Security Advisor, Inc. 3.44% Reduce -2.7% 54,087 $13.5M
Eagle Capital Management, LLC 5.46% Add +0.5% 54,085 $13.5M
CVA Family Office, LLC 2.14% Add +5.3% 54,074 $13.5M
Fairfield Financial Advisors, LTD 4.77% Reduce -1.9% 54,069 $13.5M
Somerset Trust Co 5.09% Reduce -2.1% 53,960 $13.5M
Colonial River Investments, LLC 6.54% Add +20.1% 53,948 $13.5M
Seamount Financial Group Inc. 9.33% Reduce -0.1% 53,942 $13.5M
Broadwater Capital Management LLC 10.34% Reduce -1.3% 53,888 $13.5M
Benson Investment Management Company, Inc. 5.60% Reduce -0.8% 53,837 $13.5M
Citizens Business Bank 3.20% Reduce -25.1% 53,584 $13.4M
Sterling Financial Group, Inc. 4.99% Reduce -0.4% 53,557 $13.4M
NovaPoint Capital, LLC 4.09% Reduce -0.7% 53,542 $13.4M
Parisi Gray Wealth Management 4.26% Add +0.1% 53,536 $13.4M
Global Trust Asset Management, LLC 5.08% Add +1.2% 53,466 $13.4M
Ameriflex Group, Inc. 6.13% — 56,715 $13.4M
Beach Investment Counsel Inc. 1.81% Reduce -29.6% 53,440 $13.4M
Syntegra Private Wealth Group, LLC 1.51% Add +4.0% 53,418 $13.4M
Kenora Financial, LLC 5.33% Add +0.3% 53,410 $13.4M
Planning Alternatives Ltd. 2.05% Add +0.2% 53,324 $13.4M
Blue Zone Wealth Advisors, LLC 3.85% Add +2.8% 53,300 $13.3M
Investment Advisory Services Inc. /TX 4.70% Reduce -2.4% 53,282 $13.3M
Xcel Wealth Management, LLC 3.72% Reduce -1.5% 53,280 $13.3M
Foster Victor Wealth Advisors, LLC 1.02% Add +0.1% 57,953 $13.3M
Fortis Capital Management LLC 2.47% Add +49.7% 53,146 $13.3M
Montgomery Investment Management Inc. 5.23% Reduce -0.8% 53,039 $13.3M
Signature Wealth Management Partners, LLC 9.11% Reduce -0.1% 52,953 $13.3M
Capital Advisors Wealth Management, LLC 2.36% Add +4.8% 52,944 $13.3M
Port Capital LLC 0.60% Reduce -0.7% 52,913 $13.3M
Strategic Financial Concepts, LLC 2.54% Add +39.5% 52,903 $13.2M
Cherokee Insurance Co 6.00% — 52,900 $13.2M
Harbour Investment Management LLC 5.81% Add +2.5% 52,896 $13.2M
Light Street Capital Management, LLC 2.72% Reduce -19.3% 52,849 $13.2M
Wealth Alliance Advisory Group, LLC 2.80% Reduce -0.1% 52,837 $13.2M
Peninsula Wealth, LLC 2.25% Add +1.6% 52,830 $13.2M
Pflug Koory, LLC 0.89% Reduce -0.5% 52,707 $13.2M
JARISLOWSKY, FRASER Ltd 0.08% Add +1.1% 52,703 $13.2M
Eos Management, L.P. 5.59% Reduce -17.6% 52,642 $13.2M
White Pine Capital LLC 4.42% Reduce -2.6% 52,428 $13.1M
Grace & Mercy Foundation, Inc. 2.95% No change 52,300 $13.1M
Peoples Financial Services Corp. 6.07% Reduce -1.4% 52,299 $13.1M
SOL Capital Management CO 1.46% Reduce -44.3% 52,293 $13.1M
DMC Group, LLC 10.65% Reduce -1.3% 52,267 $13.1M
Consolidated Capital Management, LLC 5.70% Reduce -0.5% 52,186 $13.1M
Heartland Bank & Trust Co 7.09% Add +2.1% 52,108 $13.0M
Childress Capital Advisors, LLC 3.64% Add +1.1% 52,102 $13.0M
Delta Asset Management LLC 1.17% Reduce -1.1% 52,052 $13.0M
Cherry Creek Investment Advisors, Inc. 6.39% Reduce -3.4% 51,907 $13.0M
Eukles Asset Management 5.53% Reduce -6.4% 51,854 $13.0M
Global Assets Advisory, LLC 7.15% Reduce -16.6% 53,062 $12.9M
Affiance Financial, LLC 3.09% Add +1.3% 51,646 $12.9M
Eagle Bay Advisors LLC 8.13% Reduce -12.1% 51,633 $12.9M
Bienville Capital Management, LLC 3.17% Add +0.9% 51,628 $12.9M
Laffer Tengler Investments, Inc. 3.12% Reduce -41.5% 51,607 $12.9M
Kessler Investment Group, LLC 6.13% Reduce -3.5% 51,594 $12.9M
Beacon Capital Management, LLC 1.68% Reduce -1.0% 51,514 $12.9M
Key Client Fiduciary Advisors, LLC 5.77% Reduce -0.4% 51,480 $12.9M
JPL Wealth Management, LLC 3.69% — 51,474 $12.9M
Mark Sheptoff Financial Planning, LLC 6.91% Reduce -0.8% 51,430 $12.9M
Harbor Advisory Corp. 4.23% Reduce -1.5% 51,420 $12.9M
Tsai Capital Corp 9.37% Add +0.9% 51,413 $12.9M
Gemmer Asset Management LLC 1.26% Reduce -1.6% 51,331 $12.9M
Strong Tower Advisory Services 3.34% Reduce -14.1% 51,050 $12.8M
Willis Johnson & Associates, Inc. 0.98% Add +2.1% 51,046 $12.8M
Riggs Asset Managment Co. Inc. 3.41% Add +0.5% 50,677 $12.8M
GPM Growth Investors, Inc. 5.40% Reduce -0.8% 51,025 $12.8M
Advanced Asset Management Advisors Inc 3.35% Reduce -0.8% 51,000 $12.8M
Capital Advantage, Inc. 2.32% Reduce -3.2% 50,895 $12.7M
626 Financial, LLC 6.86% Reduce -0.8% 50,829 $12.7M
Lebenthal Global Advisors, LLC 2.32% Add +2.7% 50,810 $12.7M
Carnegie Lake Advisors LLC 5.13% Reduce -14.9% 50,760 $12.7M
Bray Capital Advisors 3.44% Reduce -17.8% 50,748 $12.7M
ERn Financial, LLC 1.91% Add +18.0% 50,740 $12.7M
Silverlake Wealth Management LLC 4.91% Add +1.5% 50,685 $12.7M
Roman Butler Fullerton & Co. 4.04% Reduce -3.5% 55,175 $12.7M
Linden Thomas Advisory Services, LLC 1.61% Add +5.0% 50,600 $12.7M
Walled Lake Planning & Wealth Management, LLC 4.71% Add +1.8% 50,507 $12.6M
Alta Advisers Ltd 7.98% Add +16.6% 50,450 $12.6M
Fourth Dimension Wealth, LLC 6.59% — 50,344 $12.6M
Valley Brook Capital Group, Inc. 9.42% Reduce -0.4% 50,374 $12.6M
BankPlus Trust Department 4.14% — 50,369 $12.6M
Connable Office Inc. 1.30% Reduce -3.6% 50,308 $12.6M
Financial Council, LLC 6.49% Reduce -0.3% 50,277 $12.6M
Highview Capital Management LLC 4.83% Add +2.4% 50,264 $12.6M
Caldwell Sutter Capital, Inc. 5.85% Add +4.0% 50,178 $12.6M
Fox Hill Wealth Management 7.10% Reduce -1.6% 50,151 $12.6M
Kemnay Advisory Services Inc. 2.25% Reduce -13.0% 50,118 $12.6M
Payden & Rygel 1.08% No change 50,100 $12.5M
Brass Tax Wealth Management, Inc. 2.64% Reduce -6.1% 50,085 $12.5M
Cottage Street Advisors LLC 6.53% Add +0.8% 50,073 $12.5M
Parkside Investments, LLC 1.88% Reduce -11.5% 50,033 $12.5M
Copperwynd Financial, LLC 3.46% Add +12.9% 50,028 $12.5M
Kentucky Farm Bureau Mutual Insurance Co 2.82% No change 50,000 $12.5M
Sitrin Capital Management LLC 6.31% Reduce -1.0% 49,995 $12.5M
Rahlfs Capital, LLC 12.41% — 49,990 $12.5M
BigSur Wealth Management LLC 3.57% Reduce -4.2% 49,927 $12.5M
BKM Wealth Management, LLC 5.13% Add +9.8% 49,889 $12.5M
Fortress Private Ledger, LLC 7.63% — 49,867 $12.5M
Crowley Wealth Management, Inc. 11.00% — 49,798 $12.5M
Waterfront Wealth Inc. 3.03% Add +0.9% 49,709 $12.4M
St. Johns Investment Management Company, LLC 5.79% Reduce -0.3% 49,707 $12.4M
Rede Wealth, LLC 4.77% Reduce -1.5% 49,670 $12.4M
Fernwood Investment Management, LLC 4.33% Reduce -10.5% 49,665 $12.4M
Sovran Advisors, LLC 1.77% — 53,256 $12.4M
Brown, Lisle/Cummings, Inc. 3.71% Add +1.3% 49,601 $12.4M
Purus Wealth Management, LLC 4.91% Reduce -0.0% 49,538 $12.4M
Towne Trust Company, N.A 4.35% Reduce -5.8% 49,528 $12.4M
Eagle Ridge Investment Management 1.08% Reduce -1.9% 49,520 $12.4M
Navellier & Associates Inc. 1.48% Reduce -14.3% 49,421 $12.4M
CoreFirst Bank & Trust 7.34% Reduce -1.5% 49,338 $12.4M
Curated Wealth Partners LLC 1.41% Reduce -7.0% 49,317 $12.3M
MTM Investment Management, LLC 4.75% Reduce -1.6% 49,259 $12.3M
Family Capital Trust Co 4.18% Reduce -2.8% 49,231 $12.3M
Wealthquest Corp 1.00% Reduce -1.1% 49,211 $12.3M
Freedom Investment Management, Inc. 1.02% Reduce -7.3% 49,209 $12.3M
West Wealth Group, LLC 3.67% Add +3.5% 49,181 $12.3M
Nia Impact Advisors, LLC 4.00% Reduce -0.6% 49,060 $12.3M
Peninsula Asset Management Inc. 6.52% Reduce -3.2% 49,006 $12.3M
Sage Rhino Capital LLC 2.68% Reduce -10.2% 48,979 $12.3M
Fairvoy Private Wealth, LLC 3.26% — 48,914 $12.2M
SYM FINANCIAL Corp 1.58% Add +70.8% 48,900 $12.2M
Garrett Wealth Advisory Group, LLC 2.79% Add +0.1% 48,898 $12.2M
RPg Family Wealth Advisory, LLC 4.33% Add +4.2% 48,876 $12.2M
Stony Point Capital LLC 2.81% No change 48,856 $12.2M
Orion Capital Management LLC 5.37% Reduce -2.1% 48,785 $12.2M
Pine Ridge Advisers LLC 1.09% Add +134.9% 48,755 $12.2M
Carl P. Sherr & Co., LLC 6.41% Reduce -0.1% 48,748 $12.2M
Palogic Value Management, L.P. 4.98% Reduce -0.7% 48,713 $12.2M
Yoder Wealth Management, Inc. 6.73% Reduce -1.2% 48,629 $12.2M
Advocate Group LLC 2.29% Add +1.7% 48,604 $12.2M
jvl associates llc 4.61% Reduce -7.9% 48,592 $12.2M
Cim Investment Management Inc. 3.56% Reduce -1.5% 48,582 $12.2M
Chesapeake Wealth Management 4.17% Reduce -1.8% 48,537 $12.2M
Sandhill Capital Partners LLC 0.95% Reduce -0.3% 48,522 $12.2M
Heron Bay Capital Management 2.54% Add +0.3% 48,473 $12.1M
Slagle Financial, LLC 5.46% Reduce -1.2% 48,472 $12.1M
Stansberry Asset Management, LLC 1.68% Add +8.9% 48,429 $12.1M
Eclectic Associates Inc. 3.58% Add +57.9% 48,365 $12.1M
Elevated Capital Advisors, LLC 3.30% Add +7.8% 48,358 $12.1M
Chiron Investment Management, LLC 4.03% Reduce -14.0% 48,337 $12.1M
Integrity Alliance, Llc. 1.31% — 48,322 $12.1M
Notis-McConarty Edward 5.86% Reduce -4.6% 48,315 $12.1M
Laraway Financial Advisors Inc 9.32% Reduce -1.0% 48,314 $12.1M
Enclave Advisors LLC 1.99% Reduce -4.9% 48,298 $12.1M
Prosperitas Financial LLC 6.11% Reduce -0.5% 48,243 $12.1M
Richards, Merrill & Peterson, Inc. 6.30% — 48,190 $12.1M
Goodman Advisory Group, LLC 3.55% Add +4.3% 48,060 $12.0M
Impact Capital Partners LLC 4.28% — 48,039 $12.0M
Modus Advisors, LLC 3.77% Reduce -3.4% 48,025 $12.0M
Searcy Financial Services Inc. 5.55% Reduce -1.7% 48,018 $12.0M
Seaview Investment Managers LLC 3.32% Add +5.5% 47,987 $12.0M
Merrion Investment Management Co, LLC 8.36% Reduce -5.5% 47,976 $12.0M
Anb Bank 5.27% — 47,897 $12.0M
Stokes Capital Advisors, LLC 3.09% Reduce -1.5% 47,744 $12.0M
LeClair Wealth Partners LLC 7.95% — 47,642 $11.9M
Osterweis Capital Management Inc. 0.73% Reduce -0.0% 47,608 $11.9M
Atticus Wealth Management, LLC 3.70% Reduce -0.3% 47,542 $11.9M
Capstone Wealth Management Group LLC 9.03% — 47,494 $11.9M
Advisors Management Group Inc. 2.81% Add +7.2% 47,442 $11.9M
ORG Partners LLC 1.64% Add +6.4% 47,326 $11.9M
Atlantic Edge Private Wealth Management, LLC 3.67% Add +0.9% 47,326 $11.9M
Elevatus Welath Management 4.05% Add +130.0% 47,322 $11.9M
Pettinga Financial Advisors LLC 2.67% Reduce -0.3% 47,200 $11.8M
Cornerstone Capital, Inc. 1.24% Add +1.0% 47,094 $11.8M
Chase Investment Counsel Corp. 3.79% Add +35.0% 47,066 $11.8M
Northwest Wealth Management, LLC 2.50% Add +3.0% 47,061 $11.8M
Financial Enhancement Group LLC 1.80% Reduce -0.8% 50,274 $11.8M
Cascades Capital Asset Management, LLC 6.45% Reduce -0.5% 47,044 $11.8M
Invst, LLC 1.43% Add +2.3% 47,035 $11.8M
Vista Investment Partners LLC 3.67% Reduce -0.7% 46,991 $11.8M
Centerpoint Advisors, LLC 4.12% Add +0.5% 46,950 $11.8M
Game Plan Financial Advisors, LLC 6.22% Add +0.2% 46,897 $11.7M
Haven Capital Group, Inc. 11.03% — 46,867 $11.7M
Hamilton Capital Partners, LLC 7.41% — 46,857 $11.7M
Chris Bulman Inc 7.49% Add +0.5% 46,857 $11.7M
GS Investments, Inc. 5.30% Reduce -2.2% 46,855 $11.7M
Lynch & Associates 2.54% Reduce -1.7% 46,839 $11.7M
WestHill Financial Advisors, Inc. 2.63% Reduce -0.7% 46,834 $11.7M
Snider Financial Group 3.63% Add +55.9% 46,777 $11.7M
Agate Pass Investment Management, LLC 5.30% Add +3.7% 46,775 $11.7M
Investmark Advisory Group LLC 5.74% Reduce -0.6% 46,743 $11.7M
Spinnaker Investment Group, LLC 2.82% Reduce -1.8% 46,714 $11.7M
REAP Financial Group, LLC 2.90% Reduce -1.9% 46,712 $11.7M
BWM Planning, LLC 5.09% Reduce -0.5% 46,687 $11.7M
Magnolia Capital Advisors LLC 3.02% Add +430.4% 46,615 $11.7M
Grey Ledge Advisors, LLC 3.01% Reduce -0.7% 46,467 $11.6M
Thomas Story & Son LLC 4.87% Reduce -1.1% 46,429 $11.6M
Glass Wealth Management Co LLC 6.32% Add +10.6% 46,426 $11.6M
Gilder Gagnon Howe & Co. LLC 0.13% Reduce -2.0% 46,396 $11.6M
Dagco, Inc. 3.85% Add +5.3% 46,363 $11.6M
NewSquare Capital LLC 0.93% Add +15.8% 46,192 $11.6M
American Trust Investment Advisors, LLC 4.74% Reduce -0.8% 46,127 $11.6M
Wisconsin Capital Management LLC 6.34% Reduce -3.3% 46,070 $11.5M
Enterprise Financial Services Corp 6.41% Add +0.6% 46,026 $11.5M
LCM Capital Management Inc 6.49% Reduce -0.1% 45,958 $11.5M
Faithward Advisors, LLC 1.96% Reduce -8.8% 45,911 $11.5M
Hohimer Wealth Management, LLC 2.18% Add +17.7% 45,778 $11.5M
Transcendent Capital Group LLC 5.93% Add +3.5% 45,768 $11.5M
VCI Wealth Management LLC 4.86% Add +5.5% 45,729 $11.5M
Ellerson Group Inc. 8.35% Reduce -1.0% 45,675 $11.4M
Parkwood LLC 1.41% Add +29.2% 45,656 $11.4M
Leeward Financial Partners, LLC 4.08% Add +1.1% 45,649 $11.4M
Ninety One SA (Pty) Ltd 2.51% Reduce -16.6% 45,484 $11.4M
Brentview Investment Management LLC 6.47% — 45,474 $11.4M
RDA Financial Network 3.32% Add +11.4% 45,449 $11.4M
Meritas Wealth Management, LLC 6.84% Add +8.5% 45,427 $11.4M
Sonata Capital Group Inc. 4.70% Reduce -1.0% 45,369 $11.4M
Pacific Sun Financial Corp 6.18% Reduce -0.1% 45,310 $11.3M
Norway Savings Bank 6.28% Reduce -0.7% 45,267 $11.3M
West Family Investments, Inc. 3.94% Reduce -1.1% 45,209 $11.3M
Spirit of America Management Corp. 2.29% Reduce -0.4% 45,182 $11.3M
Palumbo Wealth Management LLC 4.22% Add +2.2% 45,126 $11.3M
Cetera Trust Company, N.A 7.33% Reduce -0.6% 45,097 $11.3M
Wealth Advisors of Tampa Bay, LLC 4.83% Add +0.4% 45,030 $11.3M
Empire Financial Management Company, LLC 3.52% Add +5.7% 45,010 $11.3M
KP Management LLC 3.96% No change 45,000 $11.3M
Shorepath Capital Management LLC 8.05% Add +0.5% 44,959 $11.3M
ABLE Financial Group, LLC 3.31% Add +3.3% 44,809 $11.2M
Vega Investment Solutions 9.23% — 44,797 $11.2M
Paul R. Ried Financial Group, LLC 7.86% — 44,735 $11.2M
Alphadyne Asset Management LP 4.64% New 44,708 $11.2M
Smallwood Wealth Investment Management, LLC 7.71% Reduce -0.1% 44,640 $11.2M
Delaney Dennis R 5.88% Reduce -0.3% 44,628 $11.2M
Meridian Wealth Partners, LLC 1.69% Add +24.7% 44,558 $11.2M
Next Capital Management LLC 4.58% Add +2.2% 44,546 $11.2M
Quattro Financial Advisors LLC 2.88% Add +25.0% 49,855 $11.1M
Stiles Financial Services Inc 4.03% Reduce -5.8% 44,481 $11.1M
Cross Staff Investments Inc 7.76% Add +0.0% 44,466 $11.1M
Impact Partnership Wealth, LLC 2.25% Add +9.6% 44,447 $11.1M
Drexel Morgan & Co. 2.29% No change 44,296 $11.1M
United Bank 4.68% Add +1.4% 44,260 $11.1M
Reliant Investment Management, LLC 4.90% Reduce -1.2% 44,251 $11.1M
Opinicus Capital, Inc. 9.32% Reduce -1.5% 44,214 $11.1M
Painted Porch Advisors LLC 5.46% Reduce -1.9% 44,173 $11.1M
Marino, Stram & Associates LLC 2.45% Add +0.5% 44,158 $11.1M
Royal Fund Management, LLC 1.20% Add +1.1% 44,056 $11.0M
Sage Advisors, LLC 8.25% Reduce -4.5% 44,097 $11.0M
Centerline Wealth Advisors, LLC 6.47% — 44,121 $11.0M
White Pine Investment CO 2.98% Add +3.5% 44,039 $11.0M
White Knight Strategic Wealth Advisors, LLC 4.61% Add +97.6% 44,007 $11.0M
Chou Associates Management Inc. 7.68% No change 44,000 $11.0M
Orleans Capital Management Corp. 6.15% Reduce -5.3% 47,280 $11.0M
DT Investment Partners, LLC 0.93% Reduce -18.1% 43,912 $11.0M
Trinity Legacy Partners, LLC 2.83% Add +1.9% 43,843 $11.0M
Heirloom Wealth Management 3.29% Add +6.2% 43,841 $11.0M
Banyan Capital Management, Inc. 6.58% Reduce -2.4% 43,833 $11.0M
Baron Silver Stevens Financial Advisors, LLC 1.86% Add +2.9% 43,829 $11.0M
Summit Asset Management, LLC 1.92% Reduce -0.5% 43,751 $11.0M
Tranquility Partners, LLC 4.12% Reduce -0.5% 43,648 $10.9M
Thompson Investment Management, Inc. 1.58% Reduce -0.5% 43,688 $10.9M
Lantern Wealth Advisors, LLC 7.09% Add +11.3% 43,644 $10.9M
WealthBridge Investment Counsel Inc. 4.01% Reduce -1.3% 43,597 $10.9M
Garner Asset Management Corp 4.97% Reduce -0.4% 43,503 $10.9M
Alkeme Wealth, LLC 4.98% Reduce -0.1% 43,476 $10.9M
Lewis Asset Management, LLC 8.31% Reduce -27.5% 43,459 $10.9M
Integrated Investment Consultants, LLC 2.24% Reduce -97.5% 43,441 $10.9M
InvesTrust 3.02% — 43,244 $10.9M
Saxon Interests, Inc. 4.78% Add +1.0% 43,404 $10.9M
Windle Wealth, LLC 6.00% Reduce -0.2% 43,335 $10.9M
Beacon Financial Group 1.17% Reduce -3.8% 43,077 $10.8M
Joseph P. Lucia & Associates, LLC 4.81% Reduce -1.6% 43,207 $10.8M
Planning Directions Inc. 6.28% Add +0.1% 43,202 $10.8M
West Michigan Advisors, LLC 3.27% Reduce -2.8% 43,196 $10.8M
Pecaut & Co. 3.74% Reduce -7.6% 43,185 $10.8M
Baker Ellis Asset Management LLC 1.59% Add +0.6% 43,183 $10.8M
Northwest Capital Management Inc 4.63% Reduce -16.2% 43,117 $10.8M
Security National Bank of So Dak 6.02% Add +1.2% 43,068 $10.8M
MSH Capital Advisors LLC 3.39% Reduce -2.1% 43,050 $10.8M
Providence Wealth Advisors, LLC 8.14% Reduce -2.2% 43,901 $10.8M
Strategic Investment Solutions, Inc. 3.60% Reduce -0.5% 52,525 $10.8M
Rockbridge Asset Management LLC 6.11% — 42,896 $10.7M
Quantum Portfolio Management LLC 5.76% Add +3.4% 42,884 $10.7M
Freedom Day Solutions, LLC 3.21% Reduce -2.2% 42,845 $10.7M
Pine Haven Investment Counsel, Inc 8.81% Reduce -1.3% 42,826 $10.7M
PBMares Wealth Management LLC 2.19% Add +1.2% 42,793 $10.7M
Savoie Capital LLC 1.28% No change 42,752 $10.7M
Boyd Watterson Asset Management LLC 3.00% Reduce -0.8% 42,730 $10.7M
Security Financial Services, INC. 2.18% Add +0.4% 42,726 $10.7M
Horst & Graben Wealth Management LLC 1.90% Reduce -3.3% 42,639 $10.7M
Advus Financial Partners, LLC 3.00% Add +2.9% 42,624 $10.7M
Seven Mile Advisory 6.80% Add +18.6% 42,584 $10.7M
Evexia Wealth LLC 3.61% Reduce -1.9% 46,767 $10.6M
Calton & Associates, Inc. 4.70% Reduce -18.5% 42,487 $10.6M
Paragon Private Wealth Management, LLC 4.91% Add +9.2% 42,484 $10.6M
Jmac Enterprises LLC 1.67% Add +0.3% 42,398 $10.6M
Hudson Canyon Capital Management 6.92% No change 42,380 $10.6M
KKM Financial LLC 4.42% Add +10.5% 42,634 $10.6M
Clarus Group, Inc. 3.77% Reduce -0.4% 42,345 $10.6M
Morling Financial Advisors, LLC 3.69% Reduce -1.9% 42,283 $10.6M
Cairn Investment Group, Inc. 6.22% Reduce -17.9% 43,329 $10.6M
Kane Investment Management, Inc. 5.91% — 42,241 $10.6M
Truvestments Capital LLC 2.72% Add +4.5% 42,221 $10.6M
Bank of Stockton 3.21% Reduce -2.4% 42,195 $10.6M
Trust Co of Kansas 5.07% Reduce -1.5% 42,190 $10.6M
Delta Capital Management LLC 6.12% Reduce -0.3% 42,184 $10.6M
Simplicity Wealth,LLC 2.20% Reduce -26.5% 42,182 $10.6M
TFR Capital, LLC. 5.24% — 42,143 $10.6M
HBW Advisory Services LLC 1.08% Add +22.6% 42,126 $10.5M
GP Brinson Investments LLC 4.34% No change 42,000 $10.5M
D'Orazio & Associates, Inc. 1.55% Add +3.4% 42,000 $10.5M
RBA Wealth Management, LLC 4.00% Reduce -3.3% 41,996 $10.5M
Congress Park Capital LLC 3.82% Reduce -3.9% 41,971 $10.5M
One Wealth Management Investment & Advisory Services, LLC 16.62% Add +2.0% 41,862 $10.5M
Banque de Luxembourg S.A. 5.64% — 41,669 $10.5M
Cantor Fitzgerald Investment Advisors L.P. 0.72% Reduce -3.0% 41,785 $10.5M
Fi3 FINANCIAL ADVISORS, LLC 3.92% Reduce -1.2% 41,755 $10.5M
Genesee Capital Advisors, LLC 4.86% Reduce -1.0% 41,739 $10.5M
D.B. Root & Company, LLC 3.32% Reduce -4.0% 41,735 $10.5M
Planning Center, Inc. 1.33% Add +16.5% 41,725 $10.4M
Transatlantique Private Wealth LLC 3.97% Reduce -0.4% 41,716 $10.4M
Ravenstone Capital Management Inc. 6.00% Add +1.0% 41,691 $10.4M
OV Management LLC 4.85% Add +6.2% 41,689 $10.4M
Oder Investment Management, LLC 8.69% Reduce -0.7% 41,672 $10.4M
Amarillo National Bank 1.91% Reduce -0.2% 41,658 $10.4M
Essex Investment Management Co. LLC 1.88% Reduce -1.4% 41,640 $10.4M
One Day In July LLC 1.09% Reduce -2.8% 41,618 $10.4M
Oxler Private Wealth LLC 3.42% Reduce -3.3% 41,591 $10.4M
SWP Financial LLC 6.28% Reduce -1.4% 41,580 $10.4M
Gray Wealth Management Inc. 3.95% Reduce -0.5% 41,565 $10.4M
Palmer Knight Co 4.66% Add +0.0% 41,548 $10.4M
Beck Capital Management, LLC 2.76% Add +2.8% 41,526 $10.4M
Alan B Lancz & Associates, Inc. 10.56% Reduce -7.2% 41,515 $10.4M
Keynote Financial Services LLC 8.01% Reduce -7.3% 41,423 $10.4M
Demars Financial Group, LLC 4.54% Reduce -0.0% 41,403 $10.4M
Lionshead Wealth Management, LLC 7.49% — 41,389 $10.4M
Stanley-Laman Group, Ltd. 1.45% Reduce -4.8% 41,278 $10.3M
WT Wealth Management 3.24% Add +3.2% 41,257 $10.3M
Greenline Partners, LLC 1.45% Add +9.5% 41,232 $10.3M
Private Wealth Management Group, LLC 3.95% Add +134.5% 41,214 $10.3M
Corps Capital Advisors, LLC 10.45% — 41,136 $10.3M
Lavaca Capital LLC 4.52% Add +5.9% 41,091 $10.3M
Cadent Capital Advisors, LLC 3.59% Reduce -0.1% 41,086 $10.3M
CYBER HORNET ETFs LLC 9.86% Add +3.0% 41,022 $10.3M
Headland Capital, LLC 3.52% — 41,010 $10.3M
Signal Advisors Wealth, LLC 1.16% Add +7.3% 40,991 $10.3M
Northcape Wealth Management, LLC 3.32% Reduce -0.5% 40,986 $10.3M
Kohmann Bosshard Financial Services, LLC 1.23% Reduce -5.2% 40,949 $10.3M
Cromwell Holdings LLC 5.91% Add +1.0% 40,934 $10.3M
Sivia Capital Partners, LLC 5.09% Reduce -0.3% 40,884 $10.2M
Woodard & Co. Asset Management Group Inc. 2.21% Reduce -1.1% 40,863 $10.2M
Integris Wealth Management, LLC 2.88% Add +1.6% 40,839 $10.2M
Hilltop National Bank 3.07% Add +0.1% 40,825 $10.2M
Darden Wealth Group Inc 6.93% Reduce -2.1% 40,810 $10.2M
Intrepid Financial Planning Group LLC 4.32% Reduce -2.5% 40,793 $10.2M
Hanson & Doremus Investment Management 1.59% Add +36.7% 40,700 $10.2M
Oarsman Capital, Inc. 1.78% Add +0.5% 40,635 $10.2M
Rodgers Brothers Inc. 1.33% Add +1.2% 40,623 $10.2M
Goepper Burkhardt LLC 4.13% Reduce -4.1% 40,580 $10.2M
East Coast Asset Management, LLC. 3.40% Reduce -7.1% 40,580 $10.2M
ROI Financial Advisors, LLC 6.91% Reduce -3.8% 40,531 $10.1M
Brown Capital Management LLC 0.23% Reduce -3.8% 40,500 $10.1M
Cohen Investment Advisors LLC 6.11% Reduce -11.3% 40,433 $10.1M
Interchange Capital Partners, LLC 3.67% Reduce -2.3% 40,440 $10.1M
Boothbay Fund Management, LLC 0.32% Add +373.0% 40,393 $10.1M
Point Windward Advisors Inc. 3.78% Reduce -2.1% 40,347 $10.1M
C2C Wealth Management, LLC 9.36% Reduce -0.0% 40,320 $10.1M
Pensionfund Sabic 2.65% Reduce -40.6% 40,280 $10.1M
Cambridge Advisors Inc. 2.25% Add +0.4% 40,276 $10.1M
Matisse Capital 5.11% Reduce -7.7% 40,136 $10.1M
Madrona Financial Services, LLC 2.74% Reduce -3.0% 40,121 $10.0M
Hager Investment Management Services, LLC 6.27% — 40,098 $10.0M
Madison Wealth Partners, Inc 2.81% Reduce -0.2% 40,096 $10.0M
Innovative Advisory Group, LLC 8.95% — 40,074 $10.0M
Legacy Financial Group, Inc. 3.23% Add +11.6% 40,066 $10.0M
Berry Wealth Group, LP 7.23% Reduce -2.1% 40,048 $10.0M
Napean Trading & Investment Co (Singapore) PTE Ltd 2.48% Reduce -50.0% 40,037 $10.0M
Telemark Asset Management, LLC 1.00% New 40,000 $10.0M
Davidson Kempner Capital Management LP 0.27% New 40,000 $10.0M
Old Port Advisors 2.88% Add +0.8% 39,970 $10.0M
Integral Investment Advisors, Inc. 3.24% Add +1.2% 39,948 $10.0M
Kinsale Capital Group, Inc. 2.69% Add +11.5% 39,901 $10.0M
Laidlaw Wealth Management LLC 4.35% Add +1.6% 39,889 $10.0M
Silvia McColl Wealth Management, LLC 7.48% Reduce -3.1% 39,860 $10.0M
Artemis Wealth Advisors, LLC 1.59% Reduce -33.4% 39,852 $10.0M
Family Legacy, Inc. 3.38% Reduce -0.5% 41,112 $10.0M
Capital Advisors, Ltd. LLC 1.26% Add +0.3% 39,837 $10.0M
Northstar Financial Companies, Inc. 9.43% — 39,801 $10.0M
Peak Financial Management, Inc. 2.98% Add +0.3% 39,770 $10.0M
SC&H Financial Advisors, Inc. 2.06% Add +7.4% 39,770 $10.0M
Waddell & Associates, LLC 1.01% Reduce -2.6% 39,762 $10.0M
Acas, LLC 7.37% Add +0.9% 42,796 $9.9M
Lindenwold Advisors, INC 5.31% Reduce -3.7% 39,725 $9.9M
Variant Private Wealth, LLC 9.48% — 39,701 $9.9M
Chapman Investment Management, LLC 7.38% Add +0.5% 39,635 $9.9M
Morse Asset Management, Inc 2.30% Add +1.7% 39,610 $9.9M
Pacific Wealth Strategies Group, Inc. 6.92% Add +41.0% 39,590 $9.9M
Novak & Powell Financial Services, Inc. 5.90% Add +0.2% 39,582 $9.9M
Encompass Wealth Advisors, LLC 4.00% Reduce -10.3% 39,568 $9.9M
Johnson Bixby & Associates, LLC 1.51% Reduce -1.5% 39,566 $9.9M
Patron Partners, LLC 5.37% Reduce -15.7% 39,553 $9.9M
Aft, Forsyth & Company, Inc. 4.85% Reduce -2.8% 39,488 $9.9M
Commons Capital, LLC 8.97% Reduce -0.2% 39,483 $9.9M
Hollow Brook Wealth Management LLC 3.04% Reduce -31.9% 39,455 $9.9M
Parkshore Wealth Management, Inc. 5.94% — 39,407 $9.9M
Piscataqua Savings Bank 8.48% Reduce -1.5% 39,390 $9.9M
Altrafin AG 3.41% Reduce -2.6% 39,306 $9.8M
Mainstream Capital Management LLC 6.90% Reduce -0.9% 39,285 $9.8M
First United Bank & Trust 3.57% Reduce -1.5% 39,275 $9.8M
First Command Advisory Services, Inc. 0.09% Reduce -2.5% 39,251 $9.8M
Aurora Investment Managers, LLC. 6.16% Reduce -4.8% 39,192 $9.8M
Ayalon Insurance Comp Ltd. 3.03% Reduce -0.7% 39,137 $9.8M
Martin & Co. Inc. 2.43% Reduce -4.3% 39,117 $9.8M
Ayrshire Capital Management LLC 4.77% Add +15.3% 39,077 $9.8M
Gould Asset Management LLC 2.06% Add +31.9% 39,056 $9.8M
Hixon Zuercher, LLC 3.76% Reduce -2.1% 39,039 $9.8M
Ranch Capital Advisors Inc. 4.61% Add +0.9% 39,006 $9.8M
Processus Wealth & Capital Management, LLC 7.78% Reduce -1.3% 38,998 $9.8M
Portland Global Advisors LLC 1.24% Reduce -4.6% 38,983 $9.8M
FPC Investment Advisory, Inc. 7.14% Reduce -3.8% 41,349 $9.8M
Bull Street Advisors, LLC 4.70% Reduce -0.1% 38,939 $9.8M
Heritage Financial Services, LLC 1.29% Add +6.3% 38,915 $9.7M
Bruce & Co., Inc. 3.14% Reduce -2.0% 38,900 $9.7M
Founders Capital Management 6.16% Reduce -1.7% 38,880 $9.7M
Lynch Asset Management, Inc. 3.94% No change 38,825 $9.7M
1248 Management, LLC 4.19% — 38,812 $9.7M
Safeguard Investment Advisory Group, LLC 2.67% Add +3.2% 38,805 $9.7M
Pasadena Private Wealth, LLC 1.99% Add +4.5% 38,757 $9.7M
Brio Consultants, LLC 1.52% Add +9.9% 38,689 $9.7M
Strategic Advocates LLC 3.27% Add +9.4% 38,689 $9.7M
Pinnacle West Asset Management, Inc. 6.93% Reduce -1.7% 38,680 $9.7M
SGL Investment Advisors, Inc. 4.95% Add +0.5% 40,825 $9.7M
Carlton Hofferkamp & Jenks Wealth Management, LLC 3.56% Reduce -1.8% 41,543 $9.7M
Harfst & Associates, Inc. 2.01% Reduce -0.0% 38,560 $9.7M
Resurgent Financial Advisors LLC 5.71% Reduce -2.7% 38,551 $9.7M
Asahi Life Asset Management Co., LTD. 5.88% Reduce -6.8% 38,543 $9.7M
Bernardo Wealth Planning LLC 2.31% Reduce -0.2% 40,751 $9.7M
Transce3nd, LLC 3.27% — 38,562 $9.6M
W Advisors, LLC 5.96% Add +0.4% 38,495 $9.6M
Atlas Legacy Advisors, LLC 2.33% — 38,444 $9.6M
Wayfinding Financial, LLC 5.13% Reduce -1.4% 38,315 $9.6M
Ritter Daniher Financial Advisory LLC / DE 2.71% Add +1.7% 38,271 $9.6M
Cresta Advisors, Ltd. 5.01% No change 41,129 $9.6M
William Allan Corp 5.89% Reduce -3.9% 38,261 $9.6M
Headinvest, LLC 1.81% Add +1.1% 38,214 $9.6M
Woodward Diversified Capital, LLC 7.03% Reduce -31.3% 38,193 $9.6M
Creekside Partners 4.96% Reduce -1.9% 38,192 $9.6M
Cornerstone Enterprises, LLC 5.74% Reduce -7.8% 38,183 $9.6M
Ashton Thomas Securities, LLC 2.63% Add +8.8% 38,193 $9.6M
Virtue Capital Management, LLC 1.92% Reduce -1.9% 38,179 $9.6M
Benchmark Financial Wealth Advisors, LLC 3.06% Add +2.6% 38,165 $9.6M
Pacific Capital Wealth Advisors, Inc. 1.59% Reduce -0.2% 38,135 $9.5M
Alta Wealth Advisors LLC 4.18% Reduce -0.1% 38,118 $9.5M
Blackhawk Capital Partners, LLC 4.94% Reduce -7.0% 38,084 $9.5M
Promethos Capital, LLC 3.37% Add +3.6% 38,080 $9.5M
Insight Wealth Strategies, LLC 1.28% Reduce -34.5% 37,991 $9.5M
Patriot Investment Management Group, Inc. 0.71% Reduce -2.9% 37,841 $9.5M
Beacon Investment Advisors LLC 4.45% Add +0.8% 37,822 $9.5M
US Asset Management LLC 8.50% Reduce -3.2% 37,817 $9.5M
Pines Wealth Management, LLC 4.11% — 39,920 $9.5M
Noesis Capital Mangement Corp. 1.80% Add +19.3% 37,746 $9.5M
Boxwood Ventures, Inc. 12.65% No change 37,745 $9.5M
Sky Investment Group LLC 1.78% Reduce -0.5% 37,721 $9.4M
Vista Capital Partners, Inc. 1.10% Add +1.5% 37,689 $9.4M
McBroom & Associates, LLC 5.34% Add +2.9% 37,680 $9.4M
Victrix Investment Advisors 6.80% — 37,661 $9.4M
Aspire Growth Partners LLC 9.23% — 37,722 $9.4M
Patrick M Sweeney & Associates, Inc. 7.06% Reduce -1.2% 37,634 $9.4M
Convergence Financial, LLC 1.88% Reduce -3.0% 37,617 $9.4M
Orca Investment Management, LLC 8.83% Reduce -6.3% 37,513 $9.4M
Hall Capital Management Co. Inc. 4.37% — 37,426 $9.4M
Wealth Quarterback LLC 4.39% Add +8.6% 37,341 $9.4M
Altshuler Shaham Ltd 0.32% Add +19.3% 37,320 $9.3M
William Mack & Associates, Inc. 9.78% — 37,316 $9.3M
Lummis Asset Management, LP 11.84% Reduce -10.1% 37,308 $9.3M
Breed's Hill Capital LLC 4.88% Add +39.1% 37,287 $9.3M
Great Waters Wealth Management 1.20% Add +1.9% 37,275 $9.3M
Compass Capital Corp. /Ma/ 3.64% — 39,648 $9.3M
Acima Private Wealth, LLC 3.14% Reduce -0.5% 37,221 $9.3M
Sterling Investment Counsel, LLC 6.16% Reduce -46.7% 37,219 $9.3M
Vance Wealth, LLC 3.60% Reduce -6.0% 37,205 $9.3M
Studio Investment Management LLC 1.98% Reduce -0.5% 37,150 $9.3M
Godshalk Welsh Capital Management, Inc. 5.99% Reduce -4.0% 37,061 $9.3M
Omnia Family Wealth, LLC 3.83% Add +2.0% 37,048 $9.3M
Midwest Financial Group LLC 5.32% Reduce -3.0% 36,966 $9.3M
North Growth Management Ltd. 1.76% Reduce -15.9% 37,000 $9.3M
NCM Capital Management, LLC 4.17% Add +0.8% 36,922 $9.2M
Sterling Group Wealth Management, LLC 4.79% Reduce -0.1% 36,903 $9.2M
Ellenbecker Investment Group 1.65% Add +4.5% 36,897 $9.2M
Eagle Strategies LLC 1.60% Add +0.9% 36,886 $9.2M
Ceera Investments, LLC 3.17% Add +1.8% 36,886 $9.2M
FSM Wealth Advisors, LLC 2.26% Add +1.1% 40,398 $9.2M
Wilson & Boucher Capital Management, LLC 6.53% Reduce -0.5% 36,791 $9.2M
Pettee Investors, Inc. 4.68% No change 36,767 $9.2M
Arista Wealth Management, LLC 2.21% Add +0.3% 36,751 $9.2M
Townsend Asset Management Corp. /NC/ 3.36% Reduce -13.0% 36,726 $9.2M
Rip Road Capital Partners LP 7.77% No change 36,700 $9.2M
Investment Partners Asset Management, Inc. 7.21% Reduce -0.2% 36,676 $9.2M
Granite Bay Wealth Management, LLC 3.40% Add +0.8% 36,603 $9.2M
BHK Investment Advisors, LLC 3.44% Reduce -6.3% 36,569 $9.2M
Coppell Advisory Solutions LLC 1.28% Add +11.1% 36,268 $9.2M
Byrne Financial Freedom, LLC 4.07% — 36,548 $9.2M
Per Stirling Capital Management, LLC. 1.30% Reduce -4.1% 36,547 $9.2M
Trilogy Capital Inc. 0.47% Add +1.0% 36,536 $9.1M
Transamerica Financial Advisors, LLC 0.90% Reduce -3.0% 36,526 $9.1M
Landing Point Financial Group, LLC 6.97% — 38,575 $9.1M
Indie Asset Partners, LLC 7.17% Reduce -1.1% 36,465 $9.1M
Alcosta Capital Management, Inc. 5.32% Add +0.3% 36,437 $9.1M
McHugh Group, LLC 6.91% — 36,436 $9.1M
Arbor Trust Wealth Advisors, LLC 4.27% Add +0.6% 36,432 $9.1M
Marion Wealth Management 2.42% Add +1.1% 36,402 $9.1M
Argyle Capital Partners, LLC 7.81% — 36,372 $9.1M
Dash Acquisitions Inc. 1.94% Add +0.8% 38,195 $9.1M
Leelyn Smith, LLC 1.62% Add +1.5% 36,325 $9.1M
Cowa, LLC 4.43% Reduce -2.6% 36,281 $9.1M
Cambridge Financial Group, Inc. 3.75% — 36,277 $9.1M
Clayton Financial Group LLC 3.27% Reduce -1.7% 36,226 $9.1M
Claris Financial LLC 5.96% — 36,208 $9.1M
Forge First Asset Management Inc. 3.25% No change 36,200 $9.1M
SLT Holdings LLC 8.79% — 36,187 $9.1M
Veracity Capital LLC 3.30% Reduce -1.2% 36,173 $9.1M
Greenspring Advisors, LLC 1.98% Reduce -4.9% 36,171 $9.1M
Weaver Consulting Group 2.78% Reduce -0.5% 36,154 $9.1M
Gratus Wealth Advisors, LLC 1.45% Reduce -2.0% 36,100 $9.0M
Bank Hapoalim BM 1.53% Reduce -9.0% 36,043 $9.0M
Lokken Investment Group LLC 3.89% Reduce -2.4% 35,993 $9.0M
Kingstone Capital Partners Texas, LLC 7.32% — 35,987 $9.0M
Landmark Wealth Management, Inc. 4.38% Add +23.9% 35,952 $9.0M
Family Firm, Inc. 2.00% Reduce -6.0% 35,947 $9.0M
Tempus Wealth Planning, LLC 2.75% Add +5.8% 35,937 $9.0M
Seelaus Asset Management LLC 8.34% Reduce -1.0% 35,926 $9.0M
Orser Capital Management, LLC 6.18% Reduce -3.0% 35,847 $9.0M
Cheviot Value Management, LLC 1.72% Reduce -5.6% 35,820 $9.0M
New England Research & Management, Inc. 4.56% Reduce -1.4% 35,820 $9.0M
Constitution Capital LLC 5.03% Reduce -0.4% 35,788 $9.0M
Asset Advisors Investment Management, LLC 0.94% No change 35,748 $9.0M
Capital Management Associates, Inc 3.34% Reduce -0.9% 35,606 $8.9M
Signet Investment Advisory Group, Inc. 4.55% Reduce -8.0% 35,593 $8.9M
Chaney Capital Management, Inc. 4.21% Reduce -1.3% 35,538 $8.9M
Clarus Wealth Advisors 4.43% Add +2.9% 37,936 $8.9M
Howard Wealth Management, LLC 4.81% Add +6.7% 35,501 $8.9M
Nvest Financial, LLC 4.51% Add +5.8% 35,491 $8.9M
Cape Ann Savings Bank 5.22% Reduce -3.8% 35,439 $8.9M
Legacy Edge Advisors, LLC 1.40% Reduce -5.1% 35,087 $8.8M
Purkiss Capital Advisors LLC 7.64% — 35,334 $8.8M
Pps&v Asset Management Consultants, Inc. 5.98% Reduce -0.2% 35,331 $8.8M
Decker Retirement Planning Inc. 5.13% — 35,319 $8.8M
First National Bank of Hutchinson 5.35% Add +24.6% 35,319 $8.8M
Trueblood Wealth Management, LLC 4.36% Add +0.2% 35,314 $8.8M
Sutton Place Investors LLC 5.11% Add +1.6% 35,251 $8.8M
Cathy Pareto & Associates, Inc. 8.11% — 35,232 $8.8M
Hourglass Capital, LLC 2.43% Reduce -0.5% 35,229 $8.8M
Ellsworth Advisors, LLC 2.31% Add +2.7% 35,163 $8.8M
Financial Gravity Companies, Inc. 2.01% New 35,159 $8.8M
Convergence Investment Partners, LLC 1.97% Reduce -7.0% 35,110 $8.8M
Evolution Wealth Advisors, LLC 1.47% Add +12.9% 35,089 $8.8M
Peregrine Asset Advisers, Inc. 3.24% Reduce -8.2% 35,099 $8.8M
Oxinas Partners, LLC 5.15% Reduce -2.5% 35,083 $8.8M
Ulland Investment Advisors, LLC 6.06% Reduce -0.0% 35,047 $8.8M
Cardinal Point Capital Management ULC 1.39% Add +22.1% 35,031 $8.8M
Annis Gardner Whiting Capital Advisors, LLC 2.46% Reduce -4.6% 35,026 $8.8M
Orion Porfolio Solutions, LLC 0.09% Reduce -93.9% 53,905 $8.8M
Orion Portfolio Solutions, LLC 0.09% Reduce -93.9% 53,905 $8.8M
Gateway Wealth Partners, LLC 2.27% Add +5.1% 34,980 $8.8M
Paradiem, LLC 2.35% No change 34,976 $8.8M
My Legacy Advisors, LLC 3.40% Add +4.0% 36,812 $8.8M
Fingerlakes Wealth Management, Inc. 7.05% Reduce -1.2% 34,883 $8.7M
Shum Financial Group, Inc. 7.53% Reduce -2.7% 34,806 $8.7M
Town & Country Bank & Trust CO dba First Bankers Trust CO 3.40% Reduce -2.3% 34,806 $8.7M
Retirement Planning Co of New England, Inc. 4.23% Add +3.3% 34,802 $8.7M
Northstar Advisory Group, LLC 4.44% Add +2.6% 34,795 $8.7M
Audent Global Asset Management, LLC 5.67% Add +155.3% 34,785 $8.7M
tru Independence LLC 2.74% Reduce -4.1% 34,783 $8.7M
Hudock, Inc. 1.52% Reduce -1.7% 34,780 $8.7M
Ameliora Wealth Management Ltd. 3.27% Add +16.2% 34,768 $8.7M
Jump Financial, LLC 0.19% Add +93.6% 34,741 $8.7M
Shoker Investment Counsel, Inc. 2.94% Add +0.4% 34,721 $8.7M
Colorado Capital Management, Inc. 4.21% Reduce -2.5% 34,712 $8.7M
NavPoint Financial, Inc. 6.86% Add +1.3% 34,660 $8.7M
Abound Wealth Management 2.77% Reduce -0.4% 34,527 $8.6M
Gitterman Wealth Management, LLC 3.61% Add +0.1% 34,505 $8.6M
Mfa Wealth Advisors, LLC 2.21% Add +5.0% 34,433 $8.6M
Palo Alto Wealth Advisors, LLC 3.02% Add +0.8% 34,412 $8.6M
Monument Capital Management 2.38% Add +11.1% 34,393 $8.6M
Summit Financial Wealth Advisors, LLC 1.68% Add +1.7% 37,716 $8.6M
Black Diamond Financial, LLC 1.29% Add +14.6% 34,318 $8.6M
LifeSteps Financial, Inc. 6.59% Add +3.9% 34,280 $8.6M
Vigilare Wealth Management 3.48% Reduce -8.5% 34,268 $8.6M
Fruth Investment Management 2.36% Reduce -0.2% 34,181 $8.6M
Yarger Wealth Strategies, LLC 4.93% Reduce -3.5% 34,160 $8.6M
WR Wealth Planners, LLC 2.75% Reduce -5.0% 34,133 $8.5M
Select Asset Management & Trust 3.31% Add +77.5% 34,126 $8.5M
Investment Partners, LTD. 3.52% Add +0.4% 34,115 $8.5M
Inspire Trust Co, N.A. 2.18% Reduce -9.4% 34,112 $8.5M
BCS Wealth Management 2.12% Add +49.3% 34,108 $8.5M
Pacific Sage Partners, LLC 1.95% Add +4.1% 34,096 $8.5M
Allred Capital Management, LLC 3.30% Reduce -0.7% 34,039 $8.5M
Mason & Associates Inc 2.01% Add +1.2% 34,033 $8.5M
Triton Wealth Management, PLLC 4.38% Add +40.2% 38,055 $8.5M
Register Financial Advisors LLC 4.27% Add +0.9% 33,975 $8.5M
Meridian Financial Partners LLC 4.49% Reduce -0.3% 33,971 $8.5M
Montz Harcus Wealth Management LLC 4.75% Reduce -0.4% 33,921 $8.5M
Advance Capital Management, Inc. 0.39% Add +13.3% 33,882 $8.5M
Asset Management Advisors, LLC 6.18% Reduce -16.3% 33,875 $8.5M
Abacus Wealth Partners, LLC 1.27% Reduce -26.6% 33,871 $8.5M
Moran Wealth Management, LLC 0.27% Add +3.4% 33,837 $8.5M
Samalin Investment Counsel, LLC 3.64% Add +0.5% 33,820 $8.5M
Nova R Wealth, Inc. 4.27% Reduce -0.9% 33,787 $8.5M
Cora Capital Advisors LLC 4.08% Reduce -2.6% 33,775 $8.5M
First County Bank 4.72% Reduce -24.4% 33,761 $8.5M
Choice Wealth Advisors LLC 4.32% Reduce -0.9% 33,749 $8.5M
Warm Springs Advisors Inc. 7.83% — 33,718 $8.4M
Summit Place Financial Advisors, LLC 4.79% Reduce -1.4% 33,657 $8.4M
Coastwise Capital Group, LLC 6.73% Reduce -1.2% 33,645 $8.4M
1 North Wealth Services LLC 3.57% — 33,621 $8.4M
Etesian Wealth Advisors, Inc. 3.71% Reduce -2.3% 33,459 $8.4M
Altman Advisors, Inc. 3.57% Add +0.5% 33,455 $8.4M
Corrigan Financial, Inc. 1.92% Reduce -1.3% 33,403 $8.4M
Spectrum Wealth Advisory Group, LLC 3.94% Add +41.5% 33,378 $8.4M
Kades & Cheifetz LLC 4.28% Reduce -14.1% 33,373 $8.4M
Pacific Center for Financial Services 2.15% Reduce -6.1% 33,337 $8.3M
Columbus Macro, LLC 1.16% Add +214.3% 33,285 $8.3M
American Financial Advisors, LLC 1.17% Reduce -1.7% 33,281 $8.3M
Aurora Private Wealth, Inc. 6.24% Reduce -4.3% 33,272 $8.3M
Davies Financial Advisors, Inc. 7.08% Reduce -2.2% 33,219 $8.3M
Blue Sky Capital Consultants Group, Inc. 4.98% — 33,131 $8.3M
Lantz Financial LLC 2.21% Add +1.6% 33,119 $8.3M
Everpar Advisors LLC 4.18% Add +6.5% 33,116 $8.3M
Correct Capital Wealth Management 1.65% Reduce -4.0% 33,104 $8.3M
IMA Advisory Services, Inc. 1.00% Reduce -1.9% 33,103 $8.3M
Lodestone Wealth Management LLC 4.16% Reduce -0.6% 33,102 $8.3M
Arnhold LLC 0.82% Reduce -2.4% 33,787 $8.3M
Pinnacle Bancorp, Inc. 2.69% Reduce -1.3% 33,081 $8.3M
Long Road Investment Counsel, LLC 3.38% Reduce -3.8% 33,051 $8.3M
LCNB Corp. 3.02% Reduce -1.1% 33,034 $8.3M
Exchange Capital Management, Inc. 1.31% Add +24.9% 33,033 $8.3M
Gries Financial LLC 1.47% Add +2.7% 33,024 $8.3M
Tarbox Family Office, Inc. 1.36% Reduce -2.5% 33,019 $8.3M
Denver Wealth Management, Inc. 3.72% Reduce -3.2% 33,013 $8.3M
Lakeshore Financial Planning, Inc. 3.53% Reduce -1.1% 33,005 $8.3M
Monetta Financial Services Inc. 6.65% No change 33,000 $8.3M
Hilltop Partners LLC 2.81% Add +7.7% 32,994 $8.3M
NRI Wealth Management LC 5.70% — 32,981 $8.3M
Gsa Capital Partners LLP 0.61% New 32,973 $8.3M
Phoenix Wealth Advisors 3.58% Add +7.4% 32,938 $8.2M
Diversified Portfolios, Inc. 0.90% Reduce -2.8% 32,928 $8.2M
Front Street Capital Management, Inc. 1.43% Reduce -1.1% 32,888 $8.2M
Comprehensive Financial Planning, Inc. 6.95% — 32,855 $8.2M
RiverPark Advisors, LLC 6.57% Add +3.5% 32,789 $8.2M
Shaker Investments LLC 3.43% Add +34.7% 32,682 $8.2M
Helium Advisors LLC 6.48% — 32,675 $8.2M
Schear Investment Advisers, LLC 4.36% Add +4.3% 32,672 $8.2M
WFA Asset Management Corp 4.41% Reduce -4.5% 32,609 $8.2M
Horizon Investment Services, LLC 3.47% Add +0.1% 32,578 $8.2M
Tilia Fiduciary Partners, Inc. 5.56% Reduce -0.8% 32,558 $8.2M
Fearless Solutions, LLC dba Best Invest 6.22% — 32,546 $8.2M
Mattson Financial Services, LLC 2.59% Add +0.5% 34,955 $8.1M
PAX Financial Group, LLC 1.45% Add +5.1% 32,463 $8.1M
Opus Investment Management Inc. 5.99% No change 32,400 $8.1M
Clark Financial Services Group Inc. 6.20% Add +0.2% 32,391 $8.1M
Farrell Financial LLC 5.79% Reduce -0.1% 32,351 $8.1M
LWM Advisory Services, LLC 5.63% Reduce -5.4% 32,399 $8.1M
Asset Planning,Inc 6.17% — 32,327 $8.1M
Anchor Capital Advisors LLC 0.23% Add +1.1% 32,311 $8.1M
Investment Advisory Group, LLC 2.71% Reduce -2.1% 32,301 $8.1M
Aft, Forsyth & Sober, LLC 2.62% No change 32,300 $8.1M
Cutter & CO Brokerage, Inc. 1.97% Reduce -4.1% 32,276 $8.1M
Maxwell Wealth Strategies Inc. 3.30% Reduce -0.6% 32,251 $8.1M
SeaTown Holdings Pte. Ltd. 5.54% Reduce -31.0% 32,222 $8.1M
Riverbridge Partners LLC 0.11% Reduce -4.0% 32,187 $8.1M
BOS Asset Management, LLC 2.90% Reduce -5.5% 32,148 $8.1M
Smith Shellnut Wilson LLC 3.56% Add +0.5% 32,146 $8.1M
Tiller Private Wealth, Inc. 3.41% Reduce -6.8% 32,124 $8.0M
1858 Wealth Management, LLC 6.37% Reduce -3.1% 32,093 $8.0M
Prossimo Advisors, LLC 5.81% Add +0.8% 32,083 $8.0M
MADDEN SECURITIES Corp 3.21% Reduce -0.1% 32,014 $8.0M
Sensible Money, LLC 3.51% Reduce -0.7% 32,005 $8.0M
Echo Wealth Management, LLC 5.53% Reduce -0.6% 31,952 $8.0M
Byrne Asset Management LLC 6.52% Reduce -0.8% 31,903 $8.0M
Next Level Private LLC 3.22% Add +0.1% 31,892 $8.0M
Boltwood Capital Management 2.43% Reduce -14.0% 31,858 $8.0M
Objective Capital Management, LLC 5.33% Reduce -22.5% 31,855 $8.0M
Wealthedge Investment Advisors, LLC 3.60% — 31,853 $8.0M
WD Rutherford LLC 3.78% Reduce -2.5% 31,818 $8.0M
Eley Financial Management, Inc 3.10% Add +2.8% 31,816 $8.0M
Alliance Wealth Management Group 2.13% Add +11.7% 31,808 $8.0M
StrongBox Wealth, LLC 3.36% Reduce -8.8% 31,660 $7.9M
Hamilton Capital, LLC 0.60% Add +2.3% 31,647 $7.9M
Altus Wealth Group LLC 3.50% Add +0.3% 31,636 $7.9M
Norris Financial Group, LLC 3.72% Reduce -5.0% 31,618 $7.9M
Charles Schwab Trust Co 0.68% Add +11.6% 31,616 $7.9M
Gerber, LLC 5.77% Add +0.1% 31,605 $7.9M
CVFG LLC 7.22% — 31,603 $7.9M
Gallagher Capital Advisors, LLC 5.77% — 31,595 $7.9M
ODonnell Financial Services, LLC 3.31% No change 35,003 $7.9M
Wynn Capital, LLC 4.99% Add +0.6% 31,565 $7.9M
Sachetta, LLC 3.12% Reduce -5.1% 31,565 $7.9M
Kennebec Savings Bank 7.96% Reduce -2.2% 33,703 $7.9M
Forefront Wealth Management Inc. 7.27% — 31,525 $7.9M
Beacon Financial Advisory LLC 2.57% Add +0.9% 31,496 $7.9M
Symphony Financial Services, Inc. 6.34% Reduce -4.9% 31,453 $7.9M
Beam Wealth Advisors, Inc. 2.49% Reduce -1.3% 31,481 $7.9M
Financial Strategies Group, Inc. 1.88% Add +2.8% 33,211 $7.9M
Ergawealth Advisors, Inc. 3.89% Reduce -1.3% 31,410 $7.9M
Granite Harbor Advisors, Inc. 4.35% Add +0.3% 31,409 $7.9M
Security National Bank of Sioux City Iowa 5.50% Reduce -2.4% 31,388 $7.9M
Integrity Financial Corp 4.52% Reduce -4.9% 31,370 $7.9M
White Lighthouse Investment Management Inc. 1.38% Add +2.8% 31,321 $7.8M
Alpha Advisors, LLC 8.07% — 31,290 $7.8M
ELCO Management Co., LLC 4.12% Reduce -5.5% 31,281 $7.8M
Beaton Management Co. Inc. 3.95% Reduce -1.1% 31,277 $7.8M
FWL Investment Management, LLC 2.85% Add +1.3% 31,262 $7.8M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 3.11% Reduce -21.0% 31,015 $7.8M
Wolf Group Capital Advisors 3.79% No change 40,313 $7.8M
Burton Enright Welch 1.64% Reduce -0.7% 31,195 $7.8M
Andrew Hill Investment Advisors, Inc. 5.80% Reduce -9.0% 31,177 $7.8M
Piar LLC 7.70% — 31,151 $7.8M
1900 Wealth Management LLC 0.65% Add +6.6% 31,150 $7.8M
MGB Wealth Management, LLC 2.42% Add +7.9% 31,110 $7.8M
Goldstein Advisors, LLC 1.13% Reduce -1.5% 31,130 $7.8M
Elevation Wealth Partners, LLC 3.29% Reduce -1.3% 31,121 $7.8M
Insight Inv LLC 5.43% Add +7.3% 31,118 $7.8M
Dempze Nancy E 4.49% Reduce -0.3% 31,081 $7.8M
Petix & Botte Co 2.05% Reduce -1.9% 31,061 $7.8M
Vision Financial Markets LLC 8.39% — 31,060 $7.8M
Jacobsen Capital Management 3.31% Add +1.2% 31,009 $7.8M
Ruggaard & Associates LLC 3.41% Reduce -6.0% 31,009 $7.8M
Gibbs Wealth Management 2.10% Add +15.3% 30,984 $7.8M
Baron Wealth Management LLC 3.64% Add +1.2% 30,924 $7.7M
Bcwm, LLC 2.76% — 30,917 $7.7M
Figure 8 Investment Strategies LLC 7.59% — 30,902 $7.7M
River Street Advisors LLC 3.96% Reduce -2.5% 30,893 $7.7M
waypoint wealth counsel 5.05% Add +4.6% 30,877 $7.7M
Triangle Securities Wealth Management 1.98% Reduce -3.2% 30,874 $7.7M
McAlister, Sweet & Associates, Inc. 5.50% Add +1.3% 30,870 $7.7M
Archer Investment Corp 2.07% Reduce -1.9% 30,867 $7.7M
Vaughan David Investments LLC 0.18% Reduce -1.8% 30,822 $7.7M
Dunhill Financial, LLC 3.58% Add +17.0% 30,773 $7.7M
Fiera Capital Corp 0.02% Add +0.4% 30,748 $7.7M
Greykasell Wealth Strategies, Inc. 4.27% — 30,722 $7.7M
Westbourne Investments, Inc. 4.53% — 30,718 $7.7M
Kentucky Trust Co 4.52% — 30,700 $7.7M
JNBA Financial Advisors 0.78% Reduce -4.7% 30,695 $7.7M
Chesapeake Asset Management LLC 7.15% Add +0.6% 30,670 $7.7M
Counterweight Ventures, LLC 5.43% Add +0.4% 30,662 $7.7M
Vectors Research Management, LLC 2.62% No change 30,655 $7.7M
Total Investment Management Inc. 1.08% Reduce -6.6% 30,646 $7.7M
PSI Advisors, LLC 2.28% Reduce -0.9% 30,643 $7.7M
Hillsdale Investment Management Inc. 0.39% Reduce -3.9% 30,639 $7.7M
Kolinsky Wealth Management, LLC 4.68% Add +1.6% 30,621 $7.7M
Alesco Advisors, LLC, An ESL Co 0.24% Reduce -1.4% 30,590 $7.7M
B&D White Capital Company, LLC 1.29% Add +80.0% 30,588 $7.7M
Jericho Financial, LLP 5.54% — 30,578 $7.7M
Shepherd Kaplan Krochuk, LLC 6.40% Reduce -34.4% 30,557 $7.7M
Seascape Capital Management 2.66% Reduce -0.7% 30,553 $7.7M
Cascade Investment Group, Inc. 5.47% Add +1.8% 30,527 $7.6M
Financial Partners Group, LLC 3.17% Reduce -4.7% 30,522 $7.6M
G2 Capital Management, LLC / Oh 2.25% Add +0.0% 30,512 $7.6M
Keeler Thomas Management LLC 2.72% Reduce -4.4% 30,481 $7.6M
Seeds Investor LLC 2.17% Add +20.5% 30,471 $7.6M
CM Wealth Advisors LLC 2.49% Add +270.7% 30,469 $7.6M
Parkside Advisors LLC 1.80% Add +25.4% 30,464 $7.6M
JBR Co Financial Management Inc 4.65% Reduce -0.0% 30,440 $7.6M
Essex LLC 1.60% Reduce -6.4% 30,434 $7.6M
Riverview Trust Co 6.95% Reduce -0.3% 30,413 $7.6M
Ahl Investment Management, Inc. 5.33% Reduce -2.9% 30,400 $7.6M
Raleigh Capital Management Inc. 2.93% Add +8.7% 30,362 $7.6M
Legacy Financial Strategies, LLC 1.64% Reduce -0.9% 31,151 $7.6M
Mayfair Advisory Group, LLC 4.47% Reduce -0.2% 30,321 $7.6M
Unionview, LLC 5.55% Add +45.4% 30,231 $7.6M
Cypress Capital, LLC 2.16% Reduce -34.4% 30,204 $7.6M
Evelyn Partners Investment Management (Europe) Ltd 2.75% — 30,199 $7.6M
Teza Capital Management LLC 1.14% Reduce -13.3% 30,175 $7.6M
Five Oceans Advisors 3.46% Reduce -3.0% 30,141 $7.5M
North Berkeley Wealth Management, LLC 7.66% — 30,141 $7.5M
Morey & Quinn Wealth Partners, LLC 6.40% — 30,107 $7.5M
Mitchell & Pahl Private Wealth, LLC 3.52% Add +0.5% 30,066 $7.5M
Shorepoint Capital Partners LLC 1.72% Reduce -0.1% 30,059 $7.5M
Capital Group Investment Management Pte. LTD. 1.43% Reduce -13.7% 30,054 $7.5M
Boit C F David 3.78% Add +0.3% 30,002 $7.5M
Mitsubishi UFJ Asset Management (UK) Ltd. 3.32% Add +7.1% 30,000 $7.5M
State of Wyoming 0.96% Reduce -19.0% 29,972 $7.5M
Accel Wealth Management 2.84% Add +0.7% 29,945 $7.5M
Strategic Family Wealth Counselors, L.L.C. 2.43% Add +9.5% 29,854 $7.5M
Dynasty Wealth Management, LLC 0.13% Reduce -32.6% 29,828 $7.5M
Sather Financial Group Inc 0.47% Reduce -5.3% 29,772 $7.5M
Fortitude Advisory Group L.L.C. 4.49% Reduce -7.3% 29,767 $7.5M
TPG Financial Advisors, LLC 3.24% Add +359.7% 29,735 $7.4M
Provident Trust Co. 0.13% No change 29,700 $7.4M
2UniFi Bank 4.95% — 29,699 $7.4M
Shira Ridge Wealth Management 3.64% Add +0.3% 29,670 $7.4M
Unison Asset Management LLC 3.64% Add +2.4% 29,656 $7.4M
Crown Wealth Group, LLC 3.02% Add +1.9% 29,653 $7.4M
Tableaux LLC 6.13% — 29,597 $7.4M
Versant Capital Management, Inc 1.60% Add +23.3% 29,563 $7.4M
Pinkerton Wealth, LLC 1.07% Reduce -7.2% 29,561 $7.4M
New Republic Capital, LLC 4.82% Add +18.1% 29,452 $7.4M
TFB Advisors LLC 2.10% Add +0.5% 29,388 $7.4M
Astoria Portfolio Advisors LLC. 2.62% Add +5.4% 31,523 $7.4M
Tectonic Advisors LLC 0.48% Add +2.9% 29,281 $7.3M
BridgePort Financial Solutions, LLC 3.32% — 30,895 $7.3M
Syntax Research, Inc. 5.26% Add +0.1% 29,270 $7.3M
Landaas & Co. /Wi 2.03% Add +2.3% 29,265 $7.3M
Rovin Capital /Ut/ 2.64% Add +8.6% 29,260 $7.3M
Regency Capital Management Inc.\DE 3.97% Add +3.6% 29,245 $7.3M
49 Wealth Management, LLC 1.04% Add +2.2% 29,213 $7.3M
Barton Investment Management 0.78% Reduce -6.9% 29,194 $7.3M
Factor Wealth Management LTD 2.42% — 29,139 $7.3M
Barry Investment Advisors, LLC 2.34% Reduce -13.5% 29,039 $7.3M
Greenup Street Wealth Management LLC 1.44% Add +1.0% 29,036 $7.3M
Center for Financial Planning, Inc. 0.97% Reduce -0.2% 29,006 $7.3M
Whelan Financial 2.86% Add +34.6% 29,003 $7.3M
Flow Traders U.S. LLC 0.29% New 28,917 $7.2M
Lakeridge Wealth Management LLC 3.74% Reduce -0.8% 28,889 $7.2M
Redwood Investment Management, LLC 0.71% Reduce -16.9% 28,881 $7.2M
Schneider Downs Wealth Management Advisors, LP 1.36% Reduce -2.3% 28,841 $7.2M
Bowman & Co S.C. 3.75% Reduce -0.9% 28,837 $7.2M
Aveo Capital Partners, LLC 0.79% Add +6.3% 28,826 $7.2M
Comprehensive Financial Consultants Institutional, Inc. 2.63% Add +1.0% 28,823 $7.2M
W.H. Cornerstone Investments Inc. 4.82% Reduce -2.0% 28,817 $7.2M
Financial Life Planners 6.04% — 28,790 $7.2M
Crew Capital Management, Ltd 5.99% Add +2.8% 28,793 $7.2M
Criterion Capital Advisors, LLC 4.54% No change 34,213 $7.2M
Eaton Financial Holdings Company, LLC 2.77% Reduce -0.6% 28,773 $7.2M
Deltec Asset Management LLC 1.42% Reduce -11.9% 28,716 $7.2M
RFG - Bristol Wealth Advisors, LLC 2.36% — 28,715 $7.2M
Plotkin Financial Advisors, LLC 4.26% Reduce -0.1% 28,690 $7.2M
Barrett & Company, Inc. 3.03% Add +4.9% 28,672 $7.2M
Bey-Douglas LLC 6.19% Reduce -0.6% 28,672 $7.2M
Hudson Capital Management LLC 2.31% Reduce -1.6% 28,616 $7.2M
West Oak Capital, LLC 3.78% Add +0.0% 28,562 $7.2M
NorthStar Asset Management LLC 4.55% Add +2.1% 28,557 $7.2M
Householder Group Estate & Retirement Specialist, LLC 5.34% Reduce -47.6% 28,553 $7.2M
Centennial Wealth Advisory LLC 2.80% Add +0.6% 28,548 $7.1M
Park Square Financial Group, LLC 4.94% — 28,541 $7.1M
Alpha DNA Investment Management LLC 3.90% Add +38.2% 28,530 $7.1M
First Bancorp, Inc 4.88% Reduce -4.0% 28,492 $7.1M
Orrstown Financial Services Inc. 1.91% Add +0.8% 28,451 $7.1M
CMG Global Holdings, LLC 3.93% Reduce -3.0% 31,824 $7.1M
Runnymede Capital Advisors, Inc. 6.22% — 28,417 $7.1M
Exchange Bank 5.72% Reduce -0.8% 28,401 $7.1M
Kampmann Melissa S. 5.59% Reduce -9.2% 28,368 $7.1M
U S Wealth Group, Llc. 5.37% — 28,345 $7.1M
Bigelow Investment Advisors, LLC 3.33% Add +0.5% 28,329 $7.1M
Rf&l Wealth Management, LLC 5.01% No change 28,289 $7.1M
Values Added Financial LLC 4.10% Add +6.5% 28,275 $7.1M
Long Run Wealth Advisors, LLC 1.70% Reduce -8.7% 28,268 $7.1M
Pure Portfolios Holdings LLC 2.63% Add +3.0% 28,266 $7.1M
Ascent Capital Management, LLC 7.23% — 28,246 $7.1M
Summit Wealth & Retirement Planning, Inc. 2.19% Add +0.6% 28,231 $7.1M
Taylor & Morgan Wealth Management, LLC 4.97% Reduce -7.7% 28,224 $7.1M
Legato Capital Management LLC 0.92% Reduce -29.8% 28,196 $7.1M
RE Dickinson Investment Advisors, LLC 6.03% Reduce -1.3% 28,174 $7.1M
Sunpointe, LLC 3.54% Add +2.1% 28,125 $7.0M
Marshall & Sullivan Inc. 3.44% Add +2.8% 28,121 $7.0M
Retirement Capital Strategies 2.66% Reduce -3.5% 28,058 $7.0M
Symmetry Investments LP 0.42% Add +15.7% 28,050 $7.0M
Karani Asset Management LLC 6.55% — 28,043 $7.0M
Bell Investment Advisors, Inc 1.31% Add +0.3% 28,020 $7.0M
Ullmann Wealth Partners Group, LLC 0.90% Add +2.8% 27,986 $7.0M
Cary Street Partners Investment Advisory LLC 4.59% Reduce -93.7% 27,970 $7.0M
Home Federal Bank of Tennessee 2.07% Reduce -4.9% 27,957 $7.0M
Ramirez Asset Management, Inc. 1.41% Reduce -6.4% 27,954 $7.0M
Guinness Atkinson Asset Management Inc 3.57% Reduce -6.5% 27,943 $7.0M
Bank of Marin 5.54% Add +0.0% 27,918 $7.0M
Grey Fox Wealth Advisors, LLC 1.92% Reduce -0.6% 27,916 $7.0M
Hoxton Planning & Management, LLC 2.67% Add +0.9% 27,903 $7.0M
Corundum Group, Inc. 2.60% Add +13.3% 27,851 $7.0M
Fortem Financial Group, LLC 2.70% Add +9.8% 27,847 $7.0M
Nautilus Advisors LLC 5.55% — 27,839 $7.0M
Cranbrook Wealth Management, LLC 1.61% Add +0.0% 27,817 $7.0M
Avantra Family Wealth, Inc. 6.50% — 27,795 $7.0M
Rockbridge Investment Management, LCC 0.89% Reduce -3.1% 27,793 $7.0M
Check Capital Management Inc. 0.46% Reduce -12.0% 27,782 $7.0M
Cortland Associates Inc. 0.79% Reduce -0.5% 27,776 $7.0M
Widmann Financial Services, Inc. 5.38% Reduce -2.8% 27,773 $7.0M
Sentinel Pension Advisors, LLC 1.29% Reduce -0.5% 27,767 $7.0M
Trinity Financial Advisors LLC 2.64% Reduce -1.3% 28,477 $6.9M
Total Clarity Wealth Management, Inc. 2.26% Add +0.5% 27,728 $6.9M
Westshore Wealth, LLC 2.82% Add +0.0% 27,725 $6.9M
EdgeRock Capital LLC 4.55% Add +2.6% 27,717 $6.9M
Act Wealth Management, LLC 3.24% Reduce -0.5% 27,710 $6.9M
New Century Financial Group, LLC 2.95% Reduce -22.2% 28,503 $6.9M
SFI Advisors, LLC 4.87% Add +0.0% 27,678 $6.9M
Chapman Financial Group, LLC 5.56% — 27,667 $6.9M
BostonPremier Wealth LLC 4.20% — 27,644 $6.9M
Aberdeen Wealth Management LLC 4.74% Add +7.2% 27,625 $6.9M
Sprott Inc. 0.46% Add +20.8% 27,590 $6.9M
Founders Grove Wealth Partners, LLC 2.00% — 27,571 $6.9M
Edge Financial Advisors LLC 6.16% Reduce -0.1% 27,547 $6.9M
Emerald Advisers, LLC 0.27% Reduce -8.5% 27,509 $6.9M
WMG Financial Advisors, LLC 2.97% Reduce -1.5% 27,509 $6.9M
Adamsbrown Wealth Consultants LLC 2.34% Reduce -5.3% 27,475 $6.9M
Argent Advisors, Inc. 2.55% Reduce -2.9% 27,455 $6.9M
Burt Wealth Advisors 1.74% Add +0.0% 27,440 $6.9M
Old North State Wealth Management, LLC 3.86% Add +1.3% 27,394 $6.9M
Lifeworks Advisors, LLC 1.24% Add +5.5% 27,433 $6.9M
Sage Capital Management, LLC 3.47% Reduce -5.1% 27,394 $6.9M
Pin Oak Investment Advisors Inc. 6.24% No change 29,422 $6.9M
Betterment LLC 0.02% Add +0.3% 27,346 $6.8M
Colton Groome Financial Advisors, LLC 2.62% Reduce -10.0% 27,341 $6.8M
RW Investment Management LLC 0.83% Reduce -0.1% 27,312 $6.8M
Capital Planning LLC 1.79% Add +10.7% 27,298 $6.8M
Spartan Planning & Wealth Management 6.24% — 27,283 $6.8M
First Affirmative Financial Network 3.94% Reduce -0.0% 27,249 $6.8M
Bradyco, Inc. 4.21% — 26,789 $6.8M
Stillwater Wealth Management Group 6.12% — 27,236 $6.8M
Madison Park Capital Advisors, LLC 5.44% Add +0.9% 27,231 $6.8M
Royal Harbor Partners, LLC 2.57% Reduce -0.2% 27,230 $6.8M
Wormser Freres Gestion 4.05% Reduce -0.8% 26,947 $6.8M
Spreng Capital Management, Inc. 3.04% Add +0.8% 27,195 $6.8M
Redwood Investments, LLC 1.82% Add +0.5% 27,183 $6.8M
M. Kraus & Co 2.04% Reduce -1.3% 27,174 $6.8M
Baxter Bros Inc. 0.89% Reduce -2.6% 27,140 $6.8M
Hengehold Capital Management LLC 0.64% Add +3.6% 27,138 $6.8M
Park Place Capital Corp 1.90% Reduce -4.7% 27,135 $6.8M
Altura Wealth Advisors Inc. 5.00% Reduce -8.4% 27,101 $6.8M
Peoples Bank 3.99% Reduce -17.7% 27,090 $6.8M
Cahaba Wealth Management, Inc. 0.56% Add +0.3% 27,069 $6.8M
Florida Financial Advisors, LLC 3.03% Add +22.8% 27,054 $6.8M
Delos Wealth Advisors, LLC 5.40% Add +135.3% 27,052 $6.8M
Gilbert & Cook, Inc. 0.95% Reduce -28.6% 27,047 $6.8M
Magnolia Capital Management Ltd. 5.37% No change 27,016 $6.8M
Matauro, LLC 1.46% — 26,976 $6.8M
Auxier Asset Management LLC 1.05% Reduce -1.8% 26,952 $6.7M
Lee Johnson Capital Management, LLC 3.56% Add +2.3% 26,948 $6.7M
MWA Asset Management 4.48% Reduce -2.2% 26,881 $6.7M
Compass Ion Advisors, LLC 0.80% Reduce -0.1% 26,862 $6.7M
Affinity Wealth Management LLC 1.19% Add +2.6% 26,830 $6.7M
Traveka Wealth, LLC 3.70% Add +8.0% 26,817 $6.7M
Richardson Financial Services Inc. 4.72% Add +1.5% 26,623 $6.7M
Blackston Financial Advisory Group, LLC 3.34% Add +5.7% 26,807 $6.7M
Salvus Wealth Management, LLC 4.27% Add +0.1% 26,731 $6.7M
Selective Wealth Management, Inc. 2.72% Add +1.1% 28,692 $6.7M
ShoreHaven Wealth Partners, LLC 3.15% Add +3.6% 26,661 $6.7M
Beaird Harris Wealth Management, LLC 0.58% Add +17.1% 26,638 $6.7M
Quartz Partners, LLC 4.06% Add +1.8% 26,629 $6.7M
One Charles Private Wealth Services, LLC 2.24% Reduce -3.1% 26,624 $6.7M
Ewa, LLC 2.50% Add +3.9% 26,605 $6.7M
IronBridge Private Wealth, LLC 2.44% Add +8.9% 26,572 $6.7M
Chung Wu Investment Group, LLC 6.69% — 26,513 $6.6M
Koss-Olinger Consulting, LLC 0.58% Add +47.1% 26,503 $6.6M
Libra Wealth LLC 2.58% Reduce -4.7% 26,502 $6.6M
Elefante Mark B 6.06% — 26,499 $6.6M
Creative Capital Management Investments LLC 2.77% Add +4.0% 26,496 $6.6M
FORA Capital, LLC 0.76% New 26,434 $6.6M
Prostatis Group LLC 1.93% Add +28.9% 26,406 $6.6M
Clarity Capital Partners LLC 3.43% Reduce -0.6% 26,403 $6.6M
Lynx Investment Advisory 4.51% Add +2.0% 26,389 $6.6M
Financial Advisors, LLC 1.27% Add +3.6% 26,351 $6.6M
Thompson David Blair 4.79% — 26,261 $6.6M
New World Advisors LLC 1.58% Add +2.3% 26,239 $6.6M
Saranac Partners Ltd 3.70% Reduce -0.7% 26,204 $6.6M
Pinnacle Family Advisors, LLC 3.17% Reduce -2.7% 26,165 $6.6M
Butensky & Cohen Financial Security, Inc. 2.05% Reduce -0.2% 26,024 $6.5M
Cantor Fitzgerald, L. P. 0.25% Add +29.0% 26,023 $6.5M
First Financial Group Corp 7.20% — 25,999 $6.5M
JBF Capital, Inc. 1.12% No change 26,000 $6.5M
Capasso Planning Partners LLC 2.60% Reduce -49.2% 25,992 $6.5M
Prosperity Wealth Management, Inc. 2.68% Reduce -1.2% 25,991 $6.5M
Maia Wealth LLC 1.40% Add +7.1% 28,299 $6.5M
Archvest Wealth Advisors, Inc. 4.71% Add +3.7% 25,965 $6.5M
Peterson Wealth Management 3.86% Add +8.0% 25,924 $6.5M
Alliance Wealth Advisors, LLC 1.67% Reduce -3.5% 25,921 $6.5M
Doliver Advisors, LP 1.80% Reduce -0.0% 25,921 $6.5M
McRae Capital Management Inc. 1.27% Reduce -0.3% 25,909 $6.5M
Impact Asset Management GmbH 2.56% Reduce -3.4% 25,901 $6.5M
Alaska Permanent Fund Corp 0.10% No change 25,886 $6.5M
Hidden Cove Wealth Management, LLC 5.26% — 25,861 $6.5M
Lion Street Advisors, LLC 2.06% Reduce -3.3% 25,828 $6.5M
Heritage Wealth Management, Inc. 5.52% Add +3.2% 25,829 $6.5M
Leslie Global Wealth, LLC 3.00% Reduce -1.0% 25,788 $6.5M
Curran Financial Partners, LLC 1.70% Add +3.6% 25,785 $6.5M
Unio Capital LLC 2.31% Reduce -11.6% 25,784 $6.5M
Rothschild Wealth LLC 1.89% Add +3.0% 25,772 $6.5M
Wagner Wealth Management, LLC 1.66% Add +2.7% 25,769 $6.5M
Wiser Advisor Group LLC 9.38% Add +0.4% 25,748 $6.4M
Partners Wealth Management, LLC 7.33% — 25,734 $6.4M
Ashburton (Jersey) Ltd 2.84% Reduce -64.4% 25,734 $6.4M
Cook Wealth, LLC 3.02% Add +49.4% 28,796 $6.4M
Aspire Private Capital, LLC 1.60% Add +15.3% 25,713 $6.4M
Wilkins Investment Counsel Inc. 0.93% Add +5.3% 25,688 $6.4M
Marest Capital, LLC 5.19% Add +0.3% 25,654 $6.4M
Rockingstone Advisors LLC 2.84% Add +4.4% 25,653 $6.4M
Addison Advisors LLC 1.79% Reduce -3.6% 25,645 $6.4M
Spahn Wealth & Retirement LLC 4.20% — 25,594 $6.4M
Firethorn Wealth Partners, LLC 3.18% Add +2.8% 25,588 $6.4M
Sentry LLC 1.25% Reduce -13.3% 25,580 $6.4M
MOKAN Wealth Management Inc. 4.07% — 25,563 $6.4M
Evergreen Private Wealth LLC 3.00% Reduce -1.0% 25,539 $6.4M
WPWealth LLP 1.30% Reduce -2.3% 25,482 $6.4M
E&G Advisors, LLC 1.73% Reduce -1.6% 25,475 $6.4M
MeadowBrook Investment Advisors LLC 5.74% Reduce -1.9% 25,442 $6.4M
Creekmur Asset Management LLC 1.46% Add +0.7% 25,427 $6.4M
PrairieView Partners, LLC 0.67% Add +0.0% 25,421 $6.4M
Schrum Private Wealth Management LLC 5.39% Add +3.3% 25,418 $6.4M
Baker Tilly Wealth Management, LLC 2.49% Add +3.2% 25,382 $6.4M
Luts & Greenleigh Group, Inc. 6.28% Add +8.6% 25,380 $6.4M
Tevis Investment Management 4.72% Reduce -0.6% 25,378 $6.4M
Meridian Management Co. 1.67% Reduce -24.8% 25,372 $6.4M
Mendel Capital Management LLC 3.84% Add +0.4% 25,301 $6.3M
Connective Capital Management, LLC 7.38% No change 25,295 $6.3M
Prudent Man Advisors, LLC 2.30% Reduce -6.3% 24,789 $6.3M
Austin Asset Management Co Inc 1.32% Reduce -3.4% 25,256 $6.3M
Eldridge Investment Advisors, Inc. 1.47% Reduce -0.2% 25,248 $6.3M
Paragon Financial Partners, Inc. 4.76% Reduce -11.8% 25,248 $6.3M
Tandem Capital Management Corp. 3.38% Reduce -1.3% 25,234 $6.3M
Worth Financial Advisory Group, LLC 3.89% Reduce -35.7% 25,217 $6.3M
InTrack Investment Management Inc 4.41% Add +12.9% 27,065 $6.3M
Court Place Advisors, LLC 2.05% Add +3.4% 25,203 $6.3M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.16% Add +119.6% 25,180 $6.3M
McElhenny Sheffield Capital Management, LLC 2.11% Add +0.3% 25,168 $6.3M
American State Bank (Iowa) 3.79% Reduce -1.0% 25,140 $6.3M
Arbor Investment Advisors, LLC 0.89% Reduce -58.2% 25,091 $6.3M
Cornerstone Planning Group LLC 1.54% Add +42.2% 27,335 $6.3M
Y.D. More Investments Ltd 0.57% Reduce -40.0% 25,089 $6.3M
Park Capital Management, LLC / WI 7.51% — 25,074 $6.3M
Fullcircle Wealth LLC 2.56% Reduce -2.4% 25,950 $6.3M
ICW Investment Advisors LLC 2.62% Reduce -0.3% 25,023 $6.3M
Tennessee Valley Asset Management Partners 1.05% Reduce -2.1% 25,003 $6.3M
Auto-Owners Insurance Co 0.14% No change 25,000 $6.3M
HERALD INVESTMENT MANAGEMENT Ltd 1.02% No change 25,000 $6.3M
LongView Asset Management LLC 5.45% — 24,990 $6.3M
American Capital Advisory, LLC 3.47% Reduce -1.7% 24,989 $6.3M
PFW Advisors LLC 1.92% — 24,946 $6.2M
Elser Financial Planning, Inc 0.37% Reduce -1.5% 24,943 $6.2M
Collaborative Wealth Managment Inc. 2.83% Reduce -5.9% 24,890 $6.2M
Victory Financial Group, LLC 1.64% — 24,887 $6.2M
Intellectus Partners, LLC 1.38% Reduce -1.2% 24,873 $6.2M
Group One Trading LLC 0.21% Add +683.3% 24,847 $6.2M
My Personal CFO, LLC 3.19% Add +0.5% 24,843 $6.2M
Cannon Advisors, Inc. 5.29% Reduce -14.9% 24,838 $6.2M
Aldebaran Financial Inc. 7.25% Reduce -16.0% 24,609 $6.2M
CFC Planning Co LLC 6.65% — 24,777 $6.2M
BTG Pactual Asset Management US LLC 0.80% Reduce -23.5% 24,774 $6.2M
Sykon Capital LLC 2.13% Add +0.7% 24,731 $6.2M
Bridgewealth Advisory Group, LLC 1.75% Add +25.8% 25,633 $6.2M
AGH Wealth Advisors, LLC 5.73% — 24,698 $6.2M
Addison Capital Co 2.46% Reduce -3.3% 24,698 $6.2M
Kwmg, LLC 0.64% Reduce -0.2% 24,678 $6.2M
LifeWealth Investments, LLC 4.09% — 24,627 $6.2M
Blankinship & Foster, LLC 1.52% Reduce -10.9% 24,622 $6.2M
Hartford Funds Management Co LLC 0.56% Add +8.8% 24,619 $6.2M
Second Line Capital, LLC 1.66% Reduce -1.6% 24,605 $6.2M
Advisory Resource Group 1.31% Add +0.5% 24,594 $6.2M
Trustco Bank Corp. N Y 6.64% Reduce -0.9% 24,594 $6.2M
Griffith & Werner, Inc. 4.06% — 24,585 $6.2M
Parvin Asset Management, LLC 6.61% — 24,525 $6.1M
Castle Wealth Management LLC 2.41% Reduce -3.7% 24,495 $6.1M
Melfa Wealth Management, Inc. 4.09% Add +3.1% 24,446 $6.1M
DDFG, Inc 1.76% Reduce -1.7% 24,416 $6.1M
BankPlus Wealth Management LLC 4.55% — 24,401 $6.1M
Tanaka Capital Management Inc. 13.96% Reduce -4.3% 24,376 $6.1M
LVZ, Inc. 0.78% Add +3.3% 24,354 $6.1M
Somerset Group LLC 5.57% Reduce -0.8% 24,345 $6.1M
Herbst Group, LLC 3.80% Reduce -9.7% 24,316 $6.1M
Clarendon Private LLC 6.37% — 24,300 $6.1M
Castleview Partners, LLC 3.27% Reduce -0.9% 24,878 $6.1M
Financial Connections Group, Inc. 2.91% Reduce -0.2% 24,216 $6.1M
Marvin & Palmer Associates Inc. 4.63% Add +87.1% 24,194 $6.1M
Mayport, LLC 1.79% Add +4.4% 24,192 $6.1M
Red Wave Investments LLC 2.11% Reduce -1.6% 24,128 $6.0M
Austin Wealth Management, LLC 1.25% Add +8.8% 26,271 $6.0M
Graphene Investments SAS 4.17% Reduce -13.3% 24,100 $6.0M
Amica Retiree Medical Trust 5.71% Reduce -10.7% 24,086 $6.0M
Birmingham Capital Management Co. Inc. 2.23% Reduce -1.6% 24,062 $6.0M
Centerpoint Advisory Group 5.83% — 24,058 $6.0M
Royal Capital Wealth Management, LLC 4.22% Reduce -12.3% 24,056 $6.0M
West Paces Advisors Inc. 1.47% Reduce -1.6% 23,997 $6.0M
Cutler Investment Counsel LLC 0.75% Add +0.8% 23,995 $6.0M
Elmwood Wealth Management, Inc. 2.42% Add +2.1% 23,982 $6.0M
Windsor Capital Management, LLC 1.78% Reduce -3.8% 23,961 $6.0M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 3.12% Reduce -43.9% 23,949 $6.0M
Eight 31 Financial, LLC 4.54% Reduce -0.1% 23,924 $6.0M
Generation Capital Management LLC 5.13% — 23,905 $6.0M
Global Strategic Investment Solutions, LLC 0.70% Reduce -3.4% 23,886 $6.0M
Verum Partners LLC 1.73% Reduce -1.3% 23,882 $6.0M
Well Done, LLC 1.09% No change 25,664 $6.0M
Pathway Financial Advisers, LLC 2.01% Reduce -0.5% 23,870 $6.0M
Dodge & Cox 0.00% No change 23,868 $6.0M
Legacy Capital Wealth Partners, LLC 1.48% Reduce -9.4% 23,856 $6.0M
Steel Grove Capital Advisors, LLC 0.84% Reduce -6.8% 23,838 $6.0M
Cooper/Haims Advisors, LLC 3.38% Reduce -1.4% 23,817 $6.0M
Midwest Professional Planners, LTD. 1.78% Reduce -7.3% 23,808 $6.0M
Prevail Innovative Wealth Advisors, LLC 1.73% Add +219.5% 23,791 $6.0M
Goldstone Financial Group, LLC 0.93% Add +6.3% 23,786 $6.0M
CJM Wealth Advisers, Ltd. 2.00% Add +15.7% 23,741 $5.9M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 3.45% Reduce -1.4% 23,735 $5.9M
First Citizens Financial Corp 3.23% Add +5.9% 23,725 $5.9M
Annandale Capital, LLC 1.18% Reduce -0.4% 23,722 $5.9M
Oliver Lagore Vanvalin Investment Group 1.52% Add +28.3% 23,714 $5.9M
Argus Investors' Counsel, Inc. 3.96% Reduce -3.4% 23,677 $5.9M
Crescent Sterling, Ltd. 6.08% Reduce -2.7% 23,653 $5.9M
Almanack Investment Partners, LLC. 0.91% Reduce -0.3% 23,625 $5.9M
CWC Advisors, LLC. 5.90% Reduce -4.4% 23,617 $5.9M
Unique Wealth, LLC 1.23% Add +9.7% 23,597 $5.9M
Illumine Investment Management, LLC 4.86% — 23,589 $5.9M
Hofer & Associates. Inc 3.96% Reduce -0.8% 23,583 $5.9M
MRWM Advisors, LLC 4.62% — 23,571 $5.9M
Triad Wealth Partners, LLC 2.13% Add +25.2% 23,536 $5.9M
Certus Wealth Management, LLC 3.93% Add +0.8% 25,813 $5.9M
HRC Wealth Management, LLC 3.48% Add +11.8% 23,416 $5.9M
Financial Advisory Partners, LLC 1.94% Reduce -0.6% 23,381 $5.9M
Outlook Wealth Advisors, LLC 1.68% Reduce -1.0% 23,372 $5.9M
Raelipskie Partnership 2.91% Reduce -6.3% 23,360 $5.8M
YANKCOM Partnership 3.13% — 23,359 $5.8M
Reliant Investment Partners, LLC 5.18% — 23,333 $5.8M
Legacy PCG, LLC 4.16% Reduce -3.3% 23,322 $5.8M
Warwick Investment Management, Inc. 1.20% Reduce -0.2% 23,321 $5.8M
IAM Advisory, LLC 1.48% Reduce -0.5% 23,318 $5.8M
Dechtman Wealth Management, LLC 1.13% Reduce -0.3% 23,296 $5.8M
Seldon Capital LP 2.39% No change 23,268 $5.8M
Great Diamond Partners, LLC 1.51% Reduce -1.5% 23,254 $5.8M
44 Wealth Management LLC 2.24% Reduce -4.5% 23,238 $5.8M
TPG Advisors LLC 4.54% Reduce -0.4% 23,223 $5.8M
Morangie Management LLC 4.72% — 23,156 $5.8M
Mountain Pacific Investment Advisers LLC 0.41% Reduce -6.5% 23,154 $5.8M
Horan Securities, Inc. 2.20% Add +0.3% 23,153 $5.8M
Berkshire Money Management, Inc. 0.63% Add +12.9% 23,133 $5.8M
Massachusetts Wealth Management 3.58% Reduce -0.9% 23,127 $5.8M
Richard P Slaughter Associates Inc 1.30% Add +2.4% 23,123 $5.8M
Berbice Capital Management LLC 4.64% — 23,116 $5.8M
Up Strategic Wealth Investment Advisors LLC 5.79% Add +19.3% 23,108 $5.8M
Liberty One Investment Management, LLC 0.63% Add +5.2% 23,077 $5.8M
Pathway Financial Advisors LLC 1.33% Add +6.9% 23,051 $5.8M
Terra Alpha Investments LLC 5.84% — 23,029 $5.8M
Socorro Asset Management LP 2.36% No change 22,988 $5.8M
Blue Square Asset Management, LLC 2.87% Add +1.4% 22,983 $5.8M
Invenio Wealth Partners LLC 2.40% Add +0.0% 22,914 $5.7M
Emprise Bank 3.24% Reduce -5.6% 22,909 $5.7M
Richard W. Paul & Associates, LLC 2.09% Add +2.4% 22,907 $5.7M
Fonville Wealth Management LLC 1.89% Reduce -2.5% 22,891 $5.7M
PCA Investment Advisory Services Inc. 2.65% Reduce -0.1% 22,822 $5.7M
Campbell Wealth Management 0.51% Add +65.2% 22,810 $5.7M
Quantessence Capital LLC 2.34% — 22,802 $5.7M
Robbins Farley 2.78% Add +2.4% 22,782 $5.7M
Roanoke Asset Management Corp./ NY 1.85% No change 22,758 $5.7M
Sunburst Financial Group, LLC 1.41% Reduce -8.5% 22,751 $5.7M
Camarda Financial Advisors, LLC 2.14% Add +0.6% 22,750 $5.7M
Fuller & Thaler Asset Management, Inc. 0.02% No change 22,741 $5.7M
Okabena Investment Services Inc. 1.58% No change 22,725 $5.7M
Financial Management Professionals, Inc. 0.72% Reduce -1.6% 22,691 $5.7M
Arq Wealth Advisors, LLC 2.16% Add +10.5% 22,686 $5.7M
First National Bank Sioux Falls 2.42% No change 22,671 $5.7M
Vista Cima Wealth Management LLC 5.90% — 22,661 $5.7M
Walker Asset Management, LLC 3.48% Add +0.2% 22,605 $5.7M
Petros Family Wealth, LLC 6.11% — 22,583 $5.7M
Mascoma Wealth Management LLC 1.42% Reduce -0.2% 22,503 $5.6M
Challenger Wealth Management 4.85% — 22,498 $5.6M
Dimension Capital Management LLC 0.92% Reduce -0.8% 22,450 $5.6M
Birch Financial Group, LLC 6.32% — 22,444 $5.6M
Legacies Wealth LLC 4.35% Reduce -0.0% 22,416 $5.6M
Private Management Group Inc. 0.20% Add +8.3% 22,396 $5.6M
RS Crum Inc. 1.38% Reduce -0.7% 22,353 $5.6M
Riverbend Wealth Management, LLC 4.98% — 22,318 $5.6M
Aspire Capital Advisors LLC 1.60% Add +0.1% 22,313 $5.6M
Union Savings Bank 2.75% Reduce -2.8% 22,293 $5.6M
Topsail Wealth Management, LLC 1.19% — 22,282 $5.6M
Gould Capital, LLC 3.88% Reduce -1.7% 22,282 $5.6M
Catalyst Capital Advisors LLC 0.12% Add +10.6% 22,261 $5.6M
BlackDiamond Wealth Management, LLC 3.22% Add +3.6% 22,261 $5.6M
Fairscale Capital, LLC 4.79% Reduce -0.2% 22,244 $5.6M
S.A. Mason LLC 2.92% Reduce -1.3% 22,185 $5.6M
Bolthouse Investments, LLC 5.13% — 22,181 $5.6M
Ogorek Anthony Joseph /NY/ 1.76% Reduce -1.4% 22,135 $5.5M
Cadinha & Co. LLC 0.92% Reduce -2.8% 22,099 $5.5M
New Wave Wealth Advisors LLC 2.26% Reduce -4.7% 22,061 $5.5M
Canton Hathaway, LLC 1.38% Add +5.4% 22,053 $5.5M
Jackson Thornton Wealth Management, LLC 0.70% Add +30.5% 22,053 $5.5M
Vantage Point Financial LLC 2.98% — 22,048 $5.5M
Bluesphere Advisors LLC 2.70% Reduce -0.9% 22,038 $5.5M
American Institute for Advanced Investment Management, LLP 4.11% Reduce -9.6% 22,028 $5.5M
Carr Financial Group Corp 1.73% Reduce -2.0% 22,025 $5.5M
Mountain Capital Investment Advisors Inc. 1.14% Add +0.9% 23,958 $5.5M
Deseret Mutual Benefit Administrators 2.71% Add +1.1% 21,973 $5.5M
Primoris Wealth Advisors, LLC 4.19% Reduce -0.5% 21,955 $5.5M
FinDec Wealth Services, Inc. 3.81% Reduce -11.2% 21,935 $5.5M
Leigh Baldwin & Co., LLC 4.63% — 21,902 $5.5M
MRA Advisory Group 2.90% Reduce -3.2% 21,892 $5.5M
South Plains Financial, Inc. 4.18% — 21,859 $5.5M
Capital & Planning, LLC 3.99% — 21,766 $5.5M
Legacy CG, LLC 1.67% Reduce -6.9% 21,717 $5.4M
Philip James Wealth Mangement, LLC 0.73% Add +3.3% 21,703 $5.4M
Summitry LLC 0.27% Reduce -9.3% 21,695 $5.4M
Finivi Inc. 4.34% Add +2.4% 21,687 $5.4M
Acorns Advisers, LLC 0.05% Add +12.7% 21,681 $5.4M
Napa Wealth Management 2.35% Reduce -18.3% 21,674 $5.4M
Tealwood Asset Management Inc. 2.26% Add +99.0% 21,658 $5.4M
Islay Capital Management, LLC 3.79% Add +0.2% 21,647 $5.4M
Virginia Wealth Management Group, Inc. 3.35% Add +0.5% 21,618 $5.4M
Independent Wealth Network Inc. 2.20% Add +6.3% 21,617 $5.4M
Trust Co 0.62% Add +21.4% 21,599 $5.4M
McGlone Suttner Wealth Management, Inc. 0.90% Add +9.6% 21,594 $5.4M
Phillips Financial Management, LLC 0.43% Add +2.0% 21,593 $5.4M
Pinney & Scofield, Inc. 4.09% — 21,556 $5.4M
Keyvantage Wealth, LLC 3.86% — 21,555 $5.4M
Flavin Financial Services, Inc. 5.13% — 21,551 $5.4M
Synergy Financial Group, LTD 4.50% Reduce -1.3% 21,550 $5.4M
David J Yvars Group 3.29% Reduce -9.9% 21,548 $5.4M
LGL Partners, LLC 0.78% Add +1.6% 21,518 $5.4M
Bayesian Capital Management, LP 0.66% Add +923.8% 21,500 $5.4M
Cassady Schiller Wealth Management, LLC 1.97% Reduce -4.6% 21,481 $5.4M
R.H. Investment Group, LLC 5.07% — 21,463 $5.4M
Prentice Wealth Management LLC 1.55% Add +84.2% 21,450 $5.4M
Retirement Income Solutions, Inc. 1.08% Add +4.6% 21,444 $5.4M
RoundAngle Advisors LLC 5.11% — 21,426 $5.4M
Meadow Creek Wealth Advisors LLC 3.86% Add +5.5% 21,413 $5.4M
Dohj, LLC 1.24% Add +7.8% 21,406 $5.4M
Safe Harbor Fiduciary, LLC 5.46% Add +0.3% 21,398 $5.4M
Glass Jacobson Investment Advisors llc 1.76% Add +10.6% 21,396 $5.4M
Tobias Financial Advisors, Inc. 1.08% Add +5.7% 21,384 $5.4M
DKM Wealth Management, Inc. 5.07% — 21,346 $5.3M
Fairfield, Bush & Co. 3.14% Reduce -1.4% 21,339 $5.3M
Murphy, Middleton, Hinkle & Parker, Inc. 3.01% Add +4.6% 21,302 $5.3M
Neo Ivy Capital Management 1.07% Add +67.5% 21,297 $5.3M
Accuvest Global Advisors 7.46% Reduce -5.2% 21,104 $5.3M
Measured Wealth Private Client Group, LLC 1.72% Reduce -0.3% 21,263 $5.3M
Wincap Financial LLC 5.43% — 21,259 $5.3M
Palisades Hudson Asset Management, L.P. 2.24% Reduce -3.9% 21,249 $5.3M
Vickerman Investment Advisors, Inc. 1.45% Reduce -9.1% 21,247 $5.3M
Tradewinds Capital Management, LLC 1.40% Add +9.2% 21,198 $5.3M
OmniStar Financial Group, Inc. 4.27% Add +1.7% 21,194 $5.3M
Gallagher Fiduciary Advisors, LLC 1.04% Add +6.8% 21,187 $5.3M
Jackson, Grant Investment Advisers, Inc. 2.04% Reduce -2.6% 21,167 $5.3M
Outfitters Financial LLC 4.24% Reduce -1.9% 21,155 $5.3M
Cloverfields Capital Group, LP 1.70% Reduce -0.9% 21,122 $5.3M
JFG Wealth Management, LLC 1.21% Add +62.9% 21,104 $5.3M
Dividend Assets Capital, LLC 1.02% Add +3.1% 21,089 $5.3M
Mizuho Markets Cayman LP 13.08% Add +120.9% 21,078 $5.3M
Commonwealth Financial Services, LLC 1.03% Add +38.5% 21,068 $5.3M
Wintrust Investments LLC 4.64% Reduce -4.0% 21,047 $5.3M
Channing Global Advisors, LLC 3.51% Add +42.0% 21,016 $5.3M
Viking Fund Management LLC 0.82% No change 21,000 $5.3M
Davis Investment Partners, LLC 2.22% Add +10.2% 22,198 $5.3M
Summit Wealth Group, LLC 1.52% Reduce -16.9% 20,994 $5.3M
Detalus Advisors, LLC 1.73% Reduce -1.0% 20,927 $5.2M
Proactive Wealth Strategies LLC 2.73% Add +1.3% 20,924 $5.2M
IMPACTfolio, LLC 2.72% Reduce -0.1% 20,924 $5.2M
McGowan Group Asset Management, Inc. 0.71% Reduce -0.4% 20,915 $5.2M
Puff Wealth Management, LLC 9.13% — 20,908 $5.2M
Arcataur Capital Management LLC 1.76% Reduce -0.7% 20,898 $5.2M
First Financial Corp. 2.44% Reduce -0.8% 20,884 $5.2M
Accretive Wealth Partners, LLC 2.22% Reduce -0.3% 20,883 $5.2M
Nicholas Investment Partners, LP 0.51% Add +6.8% 20,843 $5.2M
Darwin Wealth Management, LLC 1.75% Reduce -59.9% 20,840 $5.2M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.25% Reduce -32.3% 20,832 $5.2M
Pinnacle Holdings, LLC 2.27% Add +36.2% 20,808 $5.2M
Rinkey Investments 1.67% Add +1.4% 20,801 $5.2M
Carson Advisory Inc. 3.62% Reduce -7.5% 20,800 $5.2M
Financial Synergies Wealth Advisors, Inc. 0.65% Add +12.2% 20,772 $5.2M
Retirement Guys Formula LLC 2.62% Reduce -4.9% 20,762 $5.2M
Winebrenner Capital Management LLC 4.01% — 20,761 $5.2M
Brooks, Moore & Associates, Inc. 3.07% Reduce -2.6% 20,746 $5.2M
Kearns & Associates LLC 3.35% No change 20,728 $5.2M
Sara-Bay Financial 1.92% Add +0.7% 20,551 $5.2M
Banco de Sabadell, S.A 4.07% Add +1.6% 20,688 $5.2M
GKV Capital Management Co., Inc. 2.11% — 20,664 $5.2M
Sicart Associates LLC 1.85% No change 20,664 $5.2M
Successful Portfolios LLC 3.46% Reduce -5.7% 20,659 $5.2M
First City Capital Management, Inc. 2.75% Reduce -0.4% 20,644 $5.2M
Kintra Wealth, LLC 3.60% Add +0.1% 20,621 $5.2M
Rogco, LP 2.10% Reduce -3.2% 20,600 $5.2M
Kendall Capital Management 1.51% Add +2.2% 20,599 $5.2M
Heartwood Wealth Advisors LLC 0.58% Reduce -5.8% 20,587 $5.2M
Winthrop Capital Management, LLC 1.37% Add +2.3% 20,441 $5.2M
Ferguson Shapiro LLC 1.91% Reduce -1.8% 20,572 $5.2M
TAP Consulting, LLC 1.05% Reduce -0.1% 20,564 $5.1M
TD Capital Management LLC 0.52% Reduce -0.2% 20,563 $5.1M
Needham Investment Management LLC 0.40% Reduce -33.2% 20,550 $5.1M
Rossby Financial, LCC 3.26% — 20,541 $5.1M
Precedent Wealth Partners, LLC 1.68% Add +1.8% 20,540 $5.1M
Sunbeam Capital Management, LLC 4.77% — 20,530 $5.1M
Legacy Wealth Asset Management, LLC 1.40% Reduce -14.3% 20,519 $5.1M
Weaver Capital Management LLC 1.44% Add +10.0% 20,515 $5.1M
Johnson & White Wealth Management, LLC 3.11% Reduce -0.7% 21,065 $5.1M
Birchcreek Wealth Management, LLC 3.22% Reduce -1.1% 20,500 $5.1M
Wealthspan Partners, LLC 2.45% Reduce -1.1% 20,499 $5.1M
Roberts Financial Services LLC 0.97% Reduce -1.3% 20,495 $5.1M
Napatree Capital LLC 3.01% Add +7.9% 20,494 $5.1M
SAM Advisors, LLC 1.86% Reduce -0.1% 20,496 $5.1M
Joseph Group Capital Management 2.02% Add +17.3% 20,456 $5.1M
Polymer Capital Management (HK) LTD 0.90% Reduce -23.1% 20,447 $5.1M
Pine Harbor Wealth Management, LLC 2.06% Reduce -1.1% 20,431 $5.1M
Benchmark Investment Advisors LLC 3.33% Reduce -3.0% 20,414 $5.1M
Vista Investment Partners Ii, LLC 3.02% — 20,408 $5.1M
KDT Advisors, LLC 7.50% — 20,405 $5.1M
Mosaic Financial Group, LLC 3.66% Reduce -4.9% 20,401 $5.1M
MBA Advisors LLC 2.59% Reduce -17.1% 20,361 $5.1M
JDM Financial Group LLC 2.64% Reduce -2.8% 20,313 $5.1M
Sage Investment Counsel LLC 6.63% — 20,304 $5.1M
Lawson Kroeker Investment Management Inc. 0.96% Reduce -0.4% 20,239 $5.1M
Peoples Bank 3.50% Reduce -1.0% 20,217 $5.1M
Cornerstone Planning, LLC 1.93% — 20,211 $5.1M
Blue Bell Private Wealth Management, LLC 0.96% Reduce -0.6% 20,193 $5.1M
Intelligent Financial Strategies 2.80% Add +0.0% 20,192 $5.1M
Integrity Wealth Advisors, Inc. 3.71% — 20,180 $5.1M
Oxford Wealth Group, LLC 3.27% Add +0.4% 20,179 $5.1M
Beta Wealth Group, Inc. 2.23% Reduce -2.8% 20,172 $5.1M
Peavine Capital, LLC 1.27% Reduce -9.8% 20,160 $5.0M
Angeles Investment Advisors, LLC 0.24% Reduce -13.6% 20,142 $5.0M
Pursue Wealth Partners LLC 2.88% Reduce -41.8% 20,121 $5.0M
PCG Asset Management, LLC 4.41% — 20,094 $5.0M
Elevate Capital Advisors, LLC 4.43% — 20,083 $5.0M
Mb, Levis & Associates, LLC 2.52% Reduce -2.4% 20,063 $5.0M
AA Financial Advisors, LLC 1.34% Add +1.3% 20,050 $5.0M
Seneca House Advisors 2.00% Reduce -7.3% 20,046 $5.0M
Sanchez Wealth Management Group 1.37% Add +175.6% 20,031 $5.0M
Red Mountain Financial, LLC 5.39% Reduce -5.4% 20,025 $5.0M
Summit Wealth Partners, LLC 1.03% Reduce -0.1% 20,003 $5.0M
Sphera Management Technology Funds Ltd 3.97% — 20,000 $5.0M
Southern Capital Advisors, LLC 2.76% Reduce -2.0% 19,916 $5.0M
Signify Wealth 5.61% Reduce -0.6% 19,849 $5.0M
United Community Bank 1.93% Add +3.1% 19,836 $5.0M
Baker Boyer National Bank 1.72% Reduce -5.6% 19,830 $5.0M
Finward Bancorp 4.30% — 19,820 $5.0M
Great Point Wealth Advisors, LLC 1.08% Add +0.4% 19,799 $5.0M
Engineers Gate Manager LP 0.09% Reduce -67.4% 19,796 $5.0M
Kerusso Capital Management LLC 3.17% Add +0.2% 19,792 $5.0M
Miller Financial Services LLC 4.18% — 19,787 $5.0M
Ruedi Wealth Management, Inc. 1.56% Reduce -0.3% 19,768 $5.0M
Kraematon Investment Advisors, Inc. 4.89% Reduce -2.0% 19,760 $4.9M
Willner & Heller, LLC 4.33% Reduce -1.7% 19,757 $4.9M
BXM Wealth LLC 6.92% — 19,746 $4.9M
Milestone Asset Management Group, LLC 4.41% — 19,726 $4.9M
Emerald Advisors, LLC 0.68% Reduce -1.4% 19,716 $4.9M
Paragon Capital Management Ltd 0.99% Reduce -0.7% 19,705 $4.9M
Mainsail Asset Management, LLC 3.44% Reduce -1.9% 19,660 $4.9M
Private Harbour Investment Management & Counsel, LLC 5.39% Reduce -4.8% 19,640 $4.9M
Aster Capital Management (DIFC) Ltd 1.88% New 19,619 $4.9M
Dupree Financial Group, LLC 2.39% Add +1.6% 19,613 $4.9M
Wolff Wiese Magana LLC 3.24% Reduce -0.4% 19,571 $4.9M
Frederick Financial Consultants, LLC 3.91% — 19,556 $4.9M
Skyline Advisors, Inc. 1.90% Reduce -5.2% 19,543 $4.9M
FSA Wealth Management LLC 1.99% Reduce -5.4% 19,531 $4.9M
Wolff Financial Management LLC 1.36% Reduce -0.3% 19,522 $4.9M
Rational Advisors, Inc. 0.50% Reduce -16.3% 19,521 $4.9M
Sycomore Asset Management 0.70% Add +74.7% 21,479 $4.9M
Tidemark, LLC 1.87% Add +4.5% 19,494 $4.9M
Alterna Wealth Management, Inc. 4.12% Reduce -3.9% 19,487 $4.9M
Cumberland Advisors Inc. 1.95% No change 19,487 $4.9M
FFT Wealth Management LLC 0.37% Add +1.9% 19,483 $4.9M
International Private Wealth Advisors LLC 4.85% Add +45.0% 19,475 $4.9M
Kuhn & Co Investment Counsel 4.14% Add +0.0% 19,445 $4.9M
Fogel Capital Management, Inc. 2.44% Reduce -1.6% 19,425 $4.9M
Cascade Investment Advisors, Inc. 3.12% Reduce -0.9% 19,425 $4.9M
Crumly & Associates Inc. 1.32% Reduce -0.9% 19,423 $4.9M
Marshall Investment Management, LLC 2.87% — 20,870 $4.9M
Stance Capital LLC 3.01% — 19,399 $4.9M
Atlatl Advisers LLC 2.85% — 19,380 $4.9M
Warren Street Wealth Advisors, LLC 1.99% Add +5.3% 19,376 $4.9M
NCP Inc. 2.48% Reduce -0.4% 19,309 $4.8M
Wealth Management Strategies, Inc. 3.70% — 19,297 $4.8M
AAF Wealth Management, LLC 2.44% Reduce -6.3% 19,284 $4.8M
Hurlow Wealth Management Group, Inc. 1.51% Reduce -0.7% 19,253 $4.8M
Westfuller Advisors, LLC 3.06% Reduce -0.3% 19,231 $4.8M
Swisher Financial Concepts, Inc. 5.65% Reduce -29.6% 19,172 $4.8M
Foresight Capital Management Advisors, Inc. 2.81% Reduce -3.4% 19,163 $4.8M
Bright Financial Advisors, Inc. 3.02% Add +14.3% 19,160 $4.8M
Glynn Capital Management LLC 1.13% Add +0.1% 19,125 $4.8M
Element Pointe Advisors, LLC 1.13% Reduce -1.2% 19,118 $4.8M
Stonehage Fleming Financial Services Holdings Ltd 0.13% Reduce -8.6% 19,098 $4.8M
Cahill Wealth Management, LLC 2.44% Reduce -0.0% 19,096 $4.8M
Ames National Corp. 3.21% — 19,034 $4.8M
Schulhoff & Co. Inc. 1.74% Add +3.1% 19,033 $4.8M
Infusive Asset Management Inc. 2.12% Reduce -37.2% 19,016 $4.8M
Acorn Wealth Advisors, LLC 1.97% Add +0.2% 19,009 $4.8M
Ledgewood Wealth Advisors, LLC 3.07% Reduce -0.8% 18,994 $4.8M
Sylvest Advisors, LLC 2.92% — 18,964 $4.7M
GEM Asset Management, LLC 2.64% Reduce -0.8% 18,929 $4.7M
Strata Wealth Advisors, LLC 1.49% Add +1.5% 18,927 $4.7M
Collar Capital Management, LLC 3.95% — 18,924 $4.7M
Stone Summit Wealth LLC 1.58% Reduce -1.0% 18,858 $4.7M
Trace Wealth Advisors, LLC 4.23% — 18,852 $4.7M
Lakewood Asset Management LLC 3.24% Reduce -1.1% 18,793 $4.7M
Paladin Advisory Group, LLC 3.60% Reduce -3.1% 18,783 $4.7M
Kaye Capital Management 2.13% Reduce -1.0% 18,723 $4.7M
Taylor Financial Group, Inc. 3.24% No change 18,703 $4.7M
Brown Financial Advisors 1.88% Reduce -4.4% 18,690 $4.7M
Proffitt & Goodson Inc. 0.78% Add +0.6% 18,682 $4.7M
Sig Brokerage, LP 2.19% — 18,669 $4.7M
Northern Financial Advisors Inc 3.73% Reduce -4.5% 18,647 $4.7M
Worth Asset Management, LLC 2.49% Reduce -21.6% 18,644 $4.7M
Panoramic Capital Partners, LLC 4.10% — 18,631 $4.7M
Acorn Creek Capital LLC 2.39% Add +3.1% 18,577 $4.7M
FMB Wealth Management 2.62% Reduce -3.7% 18,574 $4.7M
BCGM Wealth Management, LLC 1.47% Reduce -1.5% 18,564 $4.6M
CAP Partners, LLC 3.27% Reduce -1.1% 18,526 $4.6M
Atlanta Consulting Group Advisors, LLC 1.71% Reduce -8.8% 18,521 $4.6M
Barnes Wealth Management Group, Inc 3.10% — 18,491 $4.6M
Aua Capital Management, LLC 2.97% Reduce -49.6% 18,485 $4.6M
Oak Family Advisors, LLC 1.81% Reduce -0.6% 18,447 $4.6M
VestGen Investment Management 1.26% Add +0.2% 18,432 $4.6M
West Financial Advisors, LLC 0.89% Add +35.2% 18,429 $4.6M
Campion Asset Management 3.48% Reduce -1.5% 18,417 $4.6M
New Insight Wealth Advisors 2.31% Reduce -1.9% 18,378 $4.6M
Jacksonville Wealth Management, LLC 4.29% — 18,348 $4.6M
Surience Private Wealth LLC 5.93% New 18,327 $4.6M
Arrowroot Family Office, LLC 2.38% Add +37.3% 18,305 $4.6M
St. Louis Trust Co 0.65% Reduce -1.8% 18,277 $4.6M
Inkwell Capital LLC 4.89% — 18,261 $4.6M
Minot DeBlois Advisors LLC 4.17% — 18,248 $4.6M
Whitaker-Myers Wealth Managers, LTD. 1.33% Add +14.7% 18,230 $4.6M
Wealthstream Advisors, Inc. 0.84% Add +6.1% 18,215 $4.6M
CPA Asset Management Group, LLC 2.12% Reduce -2.0% 18,178 $4.6M
Alliance Wealth Advisors, LLC 2.61% Reduce -2.7% 18,176 $4.6M
Private Capital Management, LLC 0.49% Add +0.2% 18,173 $4.6M
Verity Asset Management, Inc. 2.56% Reduce -50.0% 19,041 $4.5M
Arlington Partners LLC 1.76% Add +2.6% 18,128 $4.5M
Narus Financial Partners, LLC 1.53% Add +3.3% 18,116 $4.5M
Bantamac Capital, LLC 2.03% Reduce -30.5% 18,102 $4.5M
Washburn Capital Management, Inc. 2.81% Add +0.5% 18,096 $4.5M
Spectrum Strategic Capital Management, LLC 2.85% Reduce -1.6% 18,084 $4.5M
Heritage Investment Group, Inc. 0.84% Reduce -15.7% 18,076 $4.5M
Baer Investment Advisory LLC 4.88% — 11,897 $4.5M
Truepoint, Inc. 0.12% Add +1.2% 18,069 $4.5M
Viawealth, LLC 2.73% Reduce -1.3% 18,060 $4.5M
Paradigm, Strategies in Wealth Management, LLC 2.98% Reduce -2.1% 18,054 $4.5M
Aspetuck Financial Management LLC 3.52% — 18,013 $4.5M
Reik & Co., LLC 1.08% No change 17,999 $4.5M
KilterHowling LLC 2.58% Add +3.3% 19,028 $4.5M
Redwood Wealth Management Group, LLC 2.20% Reduce -1.1% 18,002 $4.5M
Mascagni Wealth Management, Inc. 4.48% — 20,273 $4.5M
EPIQ Capital Group, LLC 1.17% Add +0.1% 17,978 $4.5M
Avant Financial Advisors LLC 4.13% — 17,967 $4.5M
Whipplewood Advisors, LLC 2.55% — 17,945 $4.5M
BluePointe Capital Management, LLC 2.57% Add +30.5% 17,919 $4.5M
BlueStem Wealth Partners, LLC 0.59% — 17,912 $4.5M
Francis Financial, Inc. 1.14% Add +28.7% 23,881 $4.5M
Planned Solutions, Inc. 1.83% Reduce -11.1% 17,900 $4.5M
Waypoint Wealth Partners Inc. 1.22% Reduce -1.4% 17,890 $4.5M
Moment Partners, LLC 0.85% — 17,890 $4.5M
Capital Markets Trading UK LLP 2.65% Add +218.8% 17,839 $4.5M
Redmond Asset Management, LLC 1.12% Add +97.6% 17,836 $4.5M
Granite Group Advisors, LLC 2.85% Reduce -0.8% 17,836 $4.5M
Gilman Hill Asset Management, LLC 0.78% Reduce -3.4% 17,823 $4.5M
Aerodigm Wealth, LLC 2.67% Add +2.3% 17,818 $4.5M
MFG Wealth Management, Inc. 4.09% — 17,818 $4.5M
Wealth Advisors of Iowa, LLC 2.25% Reduce -1.1% 17,804 $4.5M
WJ Wealth Management, LLC 1.53% Reduce -6.9% 17,782 $4.5M
Crux Wealth Advisors 2.47% — 17,717 $4.4M
New Covenant Trust Company, N.A. 4.40% Reduce -5.8% 17,582 $4.4M
Northwest Quadrant Wealth Management, LLC 1.01% Add +16.2% 17,702 $4.4M
G&S Capital LLC 1.83% Add +4.5% 17,678 $4.4M
Arvest Investments, Inc. 0.71% Reduce -2.8% 17,671 $4.4M
Prairie Wealth Advisors, Inc. 2.13% Reduce -1.2% 17,671 $4.4M
CKW Financial Group 0.54% Add +12.5% 17,641 $4.4M
Geometric Wealth Advisors 0.80% Reduce -0.0% 17,630 $4.4M
Elm3 Financial Group, LLC 3.76% — 17,621 $4.4M
BlueChip Wealth Advisors LLC 2.45% Reduce -16.7% 17,616 $4.4M
Conservest Capital Advisors, Inc. 0.46% Reduce -2.5% 17,607 $4.4M
KFG Wealth Management, LLC 0.82% Reduce -19.8% 17,598 $4.4M
Mendel Money Management 1.97% Reduce -2.5% 17,577 $4.4M
IMZ Advisory Inc 2.01% Reduce -1.3% 17,575 $4.4M
Heritage Family Offices, LLP 2.20% Add +16.5% 17,567 $4.4M
Waller Financial Planning Group, Inc. 1.11% Add +0.1% 17,547 $4.4M
Serenus Wealth Advisors, LLC 0.76% — 17,527 $4.4M
M3 Advisory Group, LLC 3.14% Add +1.7% 17,525 $4.4M
Atala Financial Inc 3.08% — 17,503 $4.4M
Platinum Investment Management Ltd. 0.26% Reduce -12.5% 17,500 $4.4M
Hutner Capital Management Inc. 2.12% Reduce -1.6% 17,496 $4.4M
Berkeley Capital Partners, LLC 1.22% Reduce -0.7% 17,486 $4.4M
Encompass More Asset Management 1.45% Reduce -3.8% 17,481 $4.4M
Barings LLC 0.10% Add +49.6% 17,452 $4.4M
Landscape Capital Management, L.L.C. 0.46% Reduce -20.8% 17,444 $4.4M
Floyd Financial Group LLC 3.59% — 18,421 $4.4M
FWG Holdings, LLC 2.09% Add +2.7% 19,126 $4.4M
Elios Financial Group Inc. 2.06% Add +0.2% 17,405 $4.4M
Community Bank of Raymore 3.42% Add +2.0% 17,365 $4.3M
Consilio Wealth Advisors, LLC 1.78% Add +1.1% 17,338 $4.3M
Praetorian Wealth Management, Inc. 1.05% Reduce -8.7% 17,303 $4.3M
Scharf Investments, LLC 0.13% Add +3.1% 17,296 $4.3M
Sterling Wealth Management, Inc. 1.60% Reduce -1.7% 17,277 $4.3M
Loudon Investment Management, LLC 2.46% No change 17,266 $4.3M
Todd Asset Management LLC 0.10% No change 17,266 $4.3M
Coyle Financial Counsel LLC 1.37% Reduce -1.6% 17,235 $4.3M
Twelve Points Wealth Management LLC 1.24% Reduce -6.9% 17,235 $4.3M
Cornerstone Select Advisors, LLC 4.16% — 17,232 $4.3M
John G Ullman & Associates Inc. 0.63% Reduce -1.5% 17,192 $4.3M
Tributary Capital Management, LLC 0.33% Reduce -4.5% 17,160 $4.3M
Firestone Capital Management 1.07% Reduce -0.6% 17,149 $4.3M
May Hill Capital, LLC 1.66% — 17,133 $4.3M
Shilanski & Associates, Inc. 1.38% Reduce -1.2% 17,127 $4.3M
Mosaic Advisors LLC 5.04% Reduce -9.3% 17,119 $4.3M
Grant Private Wealth Management Inc 4.62% — 17,113 $4.3M
Stableford Capital II LLC 1.69% Add +5.3% 17,106 $4.3M
Permanens Capital L.P. 0.82% No change 17,079 $4.3M
Fielder Capital Group LLC 1.33% Add +0.1% 17,077 $4.3M
Guild Investment Management, Inc. 4.65% Reduce -1.4% 17,054 $4.3M
Integrated Capital Management, LLC 2.27% Reduce -1.5% 17,051 $4.3M
Aspen Investment Management Inc 1.98% Reduce -1.1% 17,043 $4.3M
CBIZ Investment Advisory Services, LLC 0.21% Reduce -1.6% 17,043 $4.3M
Howard Bailey Securities, LLC 1.58% Add +52.1% 17,040 $4.3M
Heritage Oak Wealth Advisors LLC 2.04% Reduce -26.5% 17,011 $4.3M
Fca Corp. 1.33% Reduce -7.3% 17,694 $4.3M
Giverny Capital 0.16% Add +72.3% 16,976 $4.3M
Vienna Asset Management LLC 2.87% Reduce -8.8% 16,957 $4.2M
Vantage Financial Partners, LLC 1.06% Reduce -6.1% 16,943 $4.2M
Hobbs Group Advisors, LLC 1.59% Add +2.8% 16,940 $4.2M
Investors Research Corp 0.93% Add +0.3% 16,926 $4.2M
Dixon Fnancial Services, Inc. 2.30% Reduce -0.3% 16,911 $4.2M
Guerra Pan Advisors, LLC 3.07% Reduce -1.0% 16,911 $4.2M
Family Capital Management, Inc. 2.56% Add +0.3% 16,910 $4.2M
AXS Investments LLC 1.19% Add +1.0% 16,891 $4.2M
Thrive Capital Management, LLC 1.94% Add +1.9% 16,886 $4.2M
Peak Financial Advisors LLC 2.20% Add +247.2% 16,883 $4.2M
Regimen Wealth, LLC 1.38% Reduce -3.2% 16,855 $4.2M
Maven Securities LTD 0.68% Add +234.9% 16,855 $4.2M
Paradigm Asset Management Co. LLC 1.16% Reduce -17.6% 16,846 $4.2M
Epiq Partners, LLC 2.38% Reduce -0.3% 16,834 $4.2M
Murphy Pohlad Asset Management LLC 1.81% Add +0.2% 16,981 $4.2M
Caerus Investment Advisors, LLC 3.96% Reduce -1.0% 16,830 $4.2M
SilverOak Wealth Management LLC 0.90% Reduce -2.9% 16,790 $4.2M
HMS Capital Management, LLC 2.03% Reduce -1.9% 16,778 $4.2M
Sollinda Capital Management LLC 1.15% Add +92.4% 16,766 $4.2M
Investors Asset Management of Georgia Inc. /Ga/ 2.05% Reduce -1.8% 16,753 $4.2M
PICTET BANK & TRUST Ltd 4.18% Reduce -0.8% 16,715 $4.2M
Elgethun Capital Management 1.02% Add +10.2% 16,713 $4.2M
WorthPointe, LLC 1.74% Add +0.0% 16,707 $4.2M
WESPAC Advisors, LLC 3.08% Reduce -1.2% 16,702 $4.2M
Fortress Financial Solutions, LLC 5.96% — 16,698 $4.2M
Wick Capital Partners, LLC 1.23% Reduce -2.3% 16,684 $4.2M
Farmers & Merchants Trust Co of Chambersburg PA 1.58% Add +0.3% 16,682 $4.2M
AllSquare Wealth Management LLC 2.40% Add +0.5% 16,679 $4.2M
Reyes Financial Architecture, Inc. 3.28% — 16,672 $4.2M
Private Client Services, LLC 2.24% Add +0.1% 16,664 $4.2M
TB Alternative Assets Ltd. 1.07% New 16,650 $4.2M
SMART Wealth LLC 1.48% Add +14.2% 16,647 $4.2M
Athena Investment Management 2.41% Reduce -2.0% 16,643 $4.2M
Obsidian Personal Planning Solutions LLC 2.01% Reduce -1.6% 17,652 $4.2M
Tanglewood Legacy Advisors, LLC 1.78% Add +16.5% 16,620 $4.2M
Richmond Brothers, Inc. 2.67% Reduce -30.8% 16,614 $4.2M
Kirtland Hills Capital Management, LLC 2.66% Add +15.0% 16,595 $4.2M
Gill Capital Partners, LLC 1.49% Add +34.5% 16,589 $4.2M
Opus Capital Group, LLC 0.53% Reduce -0.9% 16,577 $4.2M
Cookson Peirce & Co. Inc. 0.19% Add +1.8% 16,576 $4.2M
Camden National Bank 0.62% Reduce -3.6% 16,566 $4.1M
Sterling Investment Management, LLC 3.25% Reduce -2.0% 16,542 $4.1M
Better Money Decisions, LLC 2.87% Reduce -7.3% 16,541 $4.1M
Accredited Investor Services, LLC 3.31% — 16,512 $4.1M
Abel Hall, LLC 2.63% Add +4.1% 16,495 $4.1M
Stonehearth Capital Management, LLC 1.66% Add +22.8% 16,493 $4.1M
Beirne Wealth Consulting Services, LLC 1.49% Reduce -0.9% 16,469 $4.1M
Nabity-Jensen Investment Management Inc 3.11% Add +4.1% 16,444 $4.1M
John W. Brooker & Co., CPAs 1.78% Add +0.1% 16,441 $4.1M
REDW Wealth LLC 1.43% Reduce -68.9% 16,432 $4.1M
RAM Investment Partners, LLC 1.01% Add +6.0% 16,430 $4.1M
Avaii Wealth Management, LLC 2.02% Reduce -0.9% 16,413 $4.1M
Iams Wealth Management, LLC 1.88% Add +37.4% 16,404 $4.1M
Cape Investment Advisory, Inc. 1.61% Reduce -3.2% 16,392 $4.1M
Avion Wealth 1.05% Add +6.4% 16,392 $4.1M
AAFMAA Wealth Management & Trust LLC 1.80% Reduce -12.9% 16,379 $4.1M
Wrenne Financial Planning LLC 2.33% Add +26.9% 16,367 $4.1M
Malaga Cove Capital, LLC 1.61% Reduce -1.1% 16,338 $4.1M
Wallace Advisory Group, LLC 2.83% Add +42.3% 17,543 $4.1M
Guerra Advisors Inc 2.27% — 16,320 $4.1M
Kelly Financial Services LLC 1.47% Reduce -4.9% 16,306 $4.1M
B.O.S.S. Retirement Advisors, LLC 1.14% Reduce -86.2% 16,289 $4.1M
V2 Financial group LLC 2.48% No change 16,289 $4.1M
Wade Financial Advisory, Inc 1.38% Reduce -1.3% 16,283 $4.1M
Del-Sette Capital Management, LLC 3.31% Reduce -3.1% 16,267 $4.1M
4J Wealth Management LLC 3.30% Reduce -1.4% 16,266 $4.1M
Watershed Private Wealth LLC 1.59% Reduce -1.1% 16,254 $4.1M
Centered Wealth LLC dba Miller Equity Capital Advisors 1.55% No change 16,250 $4.1M
Aperture Investors, LLC 0.53% Reduce -16.8% 16,227 $4.1M
Centennial Bank 1.91% Reduce -0.7% 16,218 $4.1M
Strive Asset Management, LLC 3.04% — 16,204 $4.1M
Human Investing LLC 0.72% Reduce -3.0% 16,180 $4.1M
Affinity Investment Advisors, LLC 3.37% Reduce -0.4% 16,145 $4.0M
Campbell & CO Investment Adviser LLC 0.31% Add +22.7% 16,094 $4.0M
Towerpoint Wealth, LLC 1.97% Reduce -16.3% 16,087 $4.0M
Evelyn Partners Asset Management Ltd 1.08% — 16,083 $4.0M
Aspen Wealth Strategies, LLC 2.57% Add +0.6% 16,073 $4.0M
Halbert Hargrove Global Advisors, LLC 0.23% Add +0.7% 16,071 $4.0M
Single Point Partners, LLC 0.92% Reduce -4.5% 16,034 $4.0M
Valueworks LLC 1.33% Reduce -28.3% 15,998 $4.0M
Covenant Partners, LLC 1.23% No change 15,995 $4.0M
Matrix Private Capital Group LLC 2.28% Reduce -0.9% 15,971 $4.0M
Cambridge Financial Group, LLC 1.71% Reduce -0.0% 15,952 $4.0M
Sterling Financial Planning, Inc. 1.47% Add +5.9% 15,950 $4.0M
Scarborough Advisors, LLC 0.56% Add +0.3% 15,940 $4.0M
KWB Wealth 0.49% Add +3.6% 17,109 $4.0M
Balefire, LLC 1.36% Add +2.5% 16,345 $4.0M
Heritage Wealth Partners, LLC 5.00% Add +7.3% 15,907 $4.0M
Davidson Kahn Capital Management, LLC 3.68% — 15,818 $4.0M
Cox Capital Mgt LLC 2.54% Reduce -0.4% 15,806 $4.0M
Wealthcare Capital Partners, LLC 2.06% — 15,802 $4.0M
Grant Street Asset Management, Inc. 1.03% Add +2.9% 15,782 $4.0M
Pointe Capital Management LLC 2.27% Reduce -1.0% 15,770 $3.9M
Warner Financial, Inc. 1.70% Add +19.8% 15,763 $3.9M
Lane & Associates LLC 2.03% Reduce -7.6% 16,670 $3.9M
Ssi Investment Management LLC 1.41% Reduce -0.1% 15,710 $3.9M
Ascentis Wealth Management, LLC 1.38% Add +2.6% 15,696 $3.9M
25 LLC 1.66% Add +2.9% 15,675 $3.9M
CGC Financial Services, LLC 1.56% Add +8.0% 15,667 $3.9M
Cardinal Strategic Wealth Guidance 1.25% Add +3.2% 15,618 $3.9M
Aletheian Wealth Advisors LLC 2.31% Add +3.8% 15,608 $3.9M
First Bank & Trust 0.75% Reduce -1.1% 15,580 $3.9M
Lorne Steinberg Wealth Management Inc. 1.13% Reduce -0.7% 15,572 $3.9M
Bollard Group LLC 0.11% Add +0.1% 15,558 $3.9M
HMV Wealth Advisors, LLC 3.90% — 15,551 $3.9M
Riverpark Capital Management LLC 6.80% Add +3.0% 15,537 $3.9M
Integrity Wealth Solutions LLC 2.18% Reduce -6.3% 15,522 $3.9M
Main Street Group, LTD 1.63% Reduce -5.1% 15,508 $3.9M
FOCUS Wealth Advisors, LLC 2.06% Reduce -1.1% 15,500 $3.9M
Lansing Street Advisors 1.35% Add +1.8% 15,459 $3.9M
Burr Financial Services, LLC 2.61% Reduce -29.8% 15,451 $3.9M
Uptick Partners, LLC 1.40% Add +2.6% 15,438 $3.9M
Custos Family Office, LLC 1.35% Add +6.5% 15,429 $3.9M
Rainey & Randall Wealth Advisors Inc. 0.77% Reduce -1.2% 15,427 $3.9M
Valtinson Bruner Financial Planning LLC 1.35% Add +0.6% 15,426 $3.9M
Pinpoint Asset Management Ltd 0.68% Add +0.0% 15,417 $3.9M
Pinion Investment Advisors, LLC 1.53% Add +2.4% 15,381 $3.9M
Brogan Financial, Inc. 1.89% Add +0.2% 15,379 $3.9M
Rialto Wealth Management, LLC 1.27% — 15,363 $3.8M
Ade, LLC 2.36% Add +0.5% 15,329 $3.8M
Inspire Advisors, LLC 0.47% Add +2.3% 15,319 $3.8M
Eads & Heald Wealth Management 1.89% Reduce -0.7% 15,315 $3.8M
Collective Family Office LLC 1.05% Reduce -0.6% 15,305 $3.8M
Sharper & Granite LLC 1.69% Add +3.2% 15,302 $3.8M
Safeguard Financial, LLC 0.83% Add +3.8% 15,286 $3.8M
apricus wealth, LLC 2.48% Reduce -7.4% 15,277 $3.8M
Werlinich Asset Management, LLC 2.22% No change 15,145 $3.8M
Rainier Family Wealth Inc. 4.62% — 15,252 $3.8M
R. W. Roge & Company, Inc. 2.06% Reduce -0.0% 15,248 $3.8M
Canandaigua National Trust Co of Florida 2.98% Add +29.1% 15,246 $3.8M
Uhlmann Price Securities, LLC 2.88% Add +5.9% 15,240 $3.8M
Turn8 Private Wealth Inc. 2.72% — 15,234 $3.8M
Thoma Capital Management LLC 2.61% — 15,223 $3.8M
MN Wealth Advisors, LLC 2.14% Add +4.5% 15,203 $3.8M
Motive Wealth Advisors 2.04% Add +13.9% 15,203 $3.8M
LYNX Capital Group Ltd. 2.19% Reduce -0.2% 15,170 $3.8M
Valued Retirements, Inc. 5.12% Reduce -0.1% 15,168 $3.8M
Eagle Harbor Asset Management Inc. 3.80% Reduce -0.9% 15,164 $3.8M
RCS Financial Planning, LLC 2.02% Add +0.2% 15,143 $3.8M
Triumph Capital Management 1.30% Reduce -4.4% 15,114 $3.8M
Droms Strauss Advisors Inc. /Mo/ 1.23% Reduce -0.9% 15,090 $3.8M
Foundation Wealth Management, LLC 2.93% Reduce -7.9% 15,085 $3.8M
WealthTrust Asset Management, LLC 2.71% Add +6.1% 15,063 $3.8M
JRM Investment Counsel, LLC 1.41% Reduce -0.5% 15,058 $3.8M
Motley Fool Wealth Management, LLC 0.19% Add +77.7% 15,839 $3.8M
Tucker Asset Management LLC 0.85% Add +2.5% 15,006 $3.8M
Virtus Wealth Solutions LLC 0.89% — 15,006 $3.8M
Miura Global Management, LLC 4.10% Reduce -50.0% 15,000 $3.8M
Arrow Capital Pty Ltd 3.44% — 15,000 $3.8M
Myecfo, LLC 2.03% Reduce -0.1% 14,994 $3.8M
KFA Private Wealth Group, LLC 1.57% Reduce -2.7% 14,968 $3.7M
Arkos Global Advisors 0.55% Reduce -0.1% 14,964 $3.7M
Capital Management Associates 4.41% Reduce -10.5% 14,954 $3.7M
Fiducient Advisors LLC 0.46% Reduce -37.2% 14,952 $3.7M
West Bancorporation Inc. 2.46% Reduce -0.8% 14,927 $3.7M
DecisionMap Wealth Management, LLC 2.96% — 14,922 $3.7M
Davidson Capital Management Inc. 0.98% Add +4.5% 14,920 $3.7M
Capital Advisory Group Advisory Services, LLC 1.34% Add +2.7% 14,916 $3.7M
Clear Investment Research, LLC 4.80% Reduce -0.6% 14,908 $3.7M
Optiver Holding B.V. 0.12% Reduce -96.3% 14,907 $3.7M
Allegiance Financial Group Advisory Services LLC 1.21% Add +5.9% 14,900 $3.7M
Powell Investment Advisors, LLC 1.73% Add +0.0% 14,891 $3.7M
Concorde Asset Management, LLC 1.94% Add +1.1% 14,890 $3.7M
Agp Franklin, LLC 2.26% — 14,849 $3.7M
STAR Financial Bank 2.68% Reduce -19.9% 14,847 $3.7M
Mach-1 Financial Group, LLC 6.69% Add +11.2% 14,815 $3.7M
Fire Capital Management LLC 2.76% — 14,816 $3.7M
Viewpoint Capital Management LLC 1.95% Add +0.1% 14,801 $3.7M
Colony Family Offices, LLC 1.16% Add +0.2% 14,798 $3.7M
Kennicott Capital Management LLC 1.90% No change 14,767 $3.7M
Buttonwood Financial Advisors Inc. 1.63% Reduce -1.3% 14,762 $3.7M
Verus Financial Partners, Inc. 0.41% Reduce -8.0% 15,599 $3.7M
One River Asset Management, LLC 5.53% Reduce -2.1% 14,647 $3.7M
Objectivity Squared, LLC 2.57% Reduce -0.1% 15,582 $3.7M
Capstone Wealth Management Group, LLC 1.98% Add +40.8% 14,735 $3.7M
Creegan & Nassoura Financial Group, LLC 2.48% Reduce -15.6% 14,732 $3.7M
Grant/GrossMendelsohn, LLC 1.93% Reduce -26.9% 14,712 $3.7M
Certior Financial Group, LLC 3.27% — 14,692 $3.7M
Elwood & Goetz Wealth Advisory Group, LLC 0.89% Reduce -3.2% 14,647 $3.7M
MBM Wealth Consultants, LLC 1.09% Add +1.5% 15,035 $3.7M
Saxony Capital Management, LLC 3.22% Add +1.3% 14,625 $3.7M
Riverstone Advisors, LLC 2.08% Add +1.0% 14,596 $3.7M
Wetzel Investment Advisors, Inc. 1.82% No change 14,595 $3.7M
Barden Capital Management, Inc. 3.13% Add +4.8% 14,589 $3.7M
MinichMacGregor Wealth Management, LLC 0.76% Add +3.7% 14,573 $3.6M
Cura Wealth Advisors, LLC 1.61% — 14,573 $3.6M
Boomfish Wealth Group, LLC 2.21% Reduce -1.3% 14,562 $3.6M
MorganRosel Wealth Management, LLC 1.20% Add +134.3% 14,556 $3.6M
MRP Capital Investments, LLC 3.32% Reduce -1.3% 14,551 $3.6M
Sherman Asset Management, Inc. 3.33% — 14,542 $3.6M
EDENTREE ASSET MANAGEMENT Ltd 1.06% No change 14,538 $3.6M
Magnolia Private Wealth, LLC 3.24% — 14,527 $3.6M
Guardian Financial Partners, LLC 2.16% Add +7.7% 14,520 $3.6M
Holistic Financial Partners 1.81% Add +18.8% 14,520 $3.6M
Schorn Wealth LLC 1.18% Add +3.6% 14,514 $3.6M
Stonebridge Financial Planning Group, LLC 1.62% Add +0.9% 14,502 $3.6M
Smith & Howard Wealth Management, LLC 1.03% Add +7.5% 14,497 $3.6M
Maridea Wealth Management LLC 1.17% — 14,470 $3.6M
TruNorth Capital Management, LLC 0.99% Add +47.0% 14,451 $3.6M
Leibman Financial Services, Inc. 2.63% Reduce -35.5% 14,414 $3.6M
Accelerate Investment Advisors LLC 3.18% Add +19.5% 14,399 $3.6M
Compass Capital Management, Inc. 0.24% No change 14,396 $3.6M
Mosley Wealth Management 2.23% Add +0.8% 15,040 $3.6M
Houlihan Financial Resource Group, Ltd. 1.53% Reduce -23.0% 14,348 $3.6M
Burkett Financial Services, LLC 1.47% Add +1.9% 14,308 $3.6M
Intergy Private Wealth, LLC 1.34% Add +4.8% 14,306 $3.6M
Davis Capital Management 2.92% Reduce -3.2% 14,303 $3.6M
Cannon Wealth Management Services, LLC 3.09% Add +10.3% 15,706 $3.6M
Orion Investment Co 1.43% Add +3.6% 14,293 $3.6M
Seven Springs Wealth Group, LLC 1.36% Add +0.9% 14,278 $3.6M
Clientfirst Wealth Management, LLC 3.62% — 14,272 $3.6M
Cherry Tree Wealth Management, LLC 0.88% Add +1.8% 14,239 $3.6M
RIA Advisory Group LLC 1.21% Add +47.4% 14,225 $3.6M
Roxbury Financial LLC 3.43% — 15,001 $3.6M
Prudent Man Investment Management, Inc. 1.97% — 14,190 $3.6M
PUREfi Wealth, LLC 3.48% — 14,187 $3.6M
Brady Martz Wealth Solutions, LLC 0.86% — 15,225 $3.6M
Frazier Financial Advisors, LLC 2.82% Reduce -2.0% 14,074 $3.5M
Terra Nova Asset Management LLC 2.70% Add +0.1% 14,166 $3.5M
Flagship Wealth Advisors, LLC 2.08% — 14,158 $3.5M
Pension & Wealth Management Advisors, Inc. 1.41% Add +8.2% 14,144 $3.5M
MA Private Wealth 0.66% Add +2.6% 14,144 $3.5M
Total Wealth Planning & Management, Inc. 3.48% — 14,132 $3.5M
Compass Financial Group, INC 0.67% Reduce -0.8% 14,129 $3.5M
Pinnacle Wealth Management Group, Inc. 2.20% Reduce -1.9% 14,125 $3.5M
Fortune Financial Advisors, LLC 3.21% Reduce -1.3% 14,122 $3.5M
Gallacher Capital Management LLC 1.75% Reduce -3.6% 14,089 $3.5M
Fjell Capital, LLC 3.64% — 14,087 $3.5M
Legacy Capital Wealth Management, LLC 3.50% — 14,072 $3.5M
Market Street Wealth Management Advisors LLC 0.59% Add +15.0% 14,065 $3.5M
US Financial Advisors, LLC 1.08% Add +2.8% 14,056 $3.5M
Core Wealth Advisors, Inc. 1.16% Add +2.3% 14,052 $3.5M
First Pacific Financial 0.82% Reduce -3.5% 14,038 $3.5M
Bond & Devick Financial Network, Inc. 1.50% No change 15,080 $3.5M
Nicholas Wealth, LLC. 1.91% Add +3.7% 14,962 $3.5M
Muirfield Wealth Advisors LLC 2.89% Add +54.2% 14,002 $3.5M
Medallion Wealth Advisors, LLC 1.74% — 14,581 $3.5M
Longitude (Cayman) Ltd. 4.02% Add +32.6% 14,000 $3.5M
DecisionPoint Financial, LLC 1.07% Add +26.9% 13,990 $3.5M
EWG Elevate Inc. 1.07% Add +2.9% 13,983 $3.5M
Chicago Wealth Management, Inc. 1.82% Add +0.2% 13,966 $3.5M
Fortune 45 LLC 2.28% Add +4.6% 13,955 $3.5M
Sierra Legacy Group 3.21% — 13,936 $3.5M
Sunflower Bank, N.A. 0.97% Add +2.0% 13,933 $3.5M
Vivid Wealth Management, LLC 1.76% Add +0.6% 13,910 $3.5M
RD Lewis Holdings, Inc. 3.83% — 15,282 $3.5M
Running Point Capital Advisors, LLC 1.19% Reduce -11.3% 13,871 $3.5M
Navera Investment Management Ltd. 0.06% Add +0.7% 13,865 $3.5M
Sulzberger Capital Advisors, Inc. 3.95% — 13,834 $3.5M
Flower City Capital 2.12% Add +1.4% 13,832 $3.5M
Redwood Park Advisors LLC 2.95% — 13,823 $3.5M
Pacific Point Advisors, LLC 2.10% — 14,862 $3.5M
Enzi Wealth 1.32% Add +0.5% 15,450 $3.5M
Keb Asset Management, LLC 1.00% Reduce -12.3% 13,807 $3.5M
Mowery & Schoenfeld Wealth Management, LLC 6.72% Add +4.4% 13,801 $3.5M
Fenimore Asset Management Inc 0.07% Add +1.7% 13,773 $3.4M
Weik Capital Management 1.40% No change 13,762 $3.4M
McCarter Private Wealth Services LLC 2.19% Add +9.7% 13,757 $3.4M
SFG Wealth Management, LLC. 1.80% Reduce -0.1% 13,709 $3.4M
Uniting Wealth Partners, LLC 1.66% — 13,702 $3.4M
CCG Wealth Management, LLC 1.91% Reduce -0.3% 13,693 $3.4M
Apeiron RIA LLC 0.96% Reduce -4.0% 13,690 $3.4M
Driehaus Capital Management LLC 0.03% Reduce -38.7% 13,662 $3.4M
One Plus One Wealth Management, LLC 2.01% Reduce -4.6% 13,633 $3.4M
X-Square Capital, LLC 1.40% Reduce -0.0% 13,633 $3.4M
Kellett Wealth Advisors, LLC 2.34% Add +1.8% 13,621 $3.4M
Carmignac Gestion 0.05% Add +126.9% 13,614 $3.4M
Authentikos Wealth Advisory, LLC 3.37% Add +36.9% 13,603 $3.4M
Latko Wealth Management, Ltd. 2.02% Add +0.3% 13,574 $3.4M
Three Seasons Wealth, LLC 1.65% Reduce -0.5% 13,561 $3.4M
Harvey Investment Co. LLC 0.39% No change 13,548 $3.4M
Professional Financial Advisors, LLC 0.87% Reduce -3.0% 13,527 $3.4M
Grantvest Financial Group LLC 3.76% — 13,459 $3.4M
Alpha Wealth Funds, LLC 3.52% — 13,441 $3.4M
Brasada Capital Management, LP 0.60% Reduce -11.2% 14,337 $3.4M
Adams Wealth Management 0.64% Add +8.2% 13,395 $3.4M
CacheTech Inc. 0.63% Add +8.2% 13,395 $3.4M
Three Bridge Wealth Advisors, LLC 1.17% Add +5.4% 13,388 $3.4M
Autumn Glory Partners, LLC 1.64% Reduce -25.4% 13,375 $3.3M
Avondale Wealth Management 2.14% Reduce -8.3% 13,365 $3.3M
Pacific Global Investment Management Co. 4.30% Reduce -93.1% 13,359 $3.3M
Operose Advisors LLC 1.14% Reduce -10.3% 13,356 $3.3M
Nestegg Advisors, Inc. 3.38% — 14,534 $3.3M
Forza Wealth Management, LLC 1.51% Reduce -2.2% 13,265 $3.3M
FSC Wealth Advisors, LLC 2.13% Add +1.7% 13,222 $3.3M
Bingham Private Wealth, LLC 3.52% — 13,221 $3.3M
Capitol Family Office, Inc. 4.42% No change 13,212 $3.3M
Northern Capital Management, Inc. 2.03% Reduce -0.7% 13,198 $3.3M
Sterling Manor Financial, LLC 2.30% Reduce -2.9% 13,193 $3.3M
Rooted Wealth Advisors, Inc. 1.29% Add +2.4% 13,627 $3.3M
Cherrydale Wealth Management, LLC 1.28% Add +6.0% 13,169 $3.3M
Drake & Associates, LLC 0.94% Add +14.5% 14,476 $3.3M
Financial Alternatives, Inc 2.32% Reduce -1.5% 13,157 $3.3M
Moisand Fitzgerald Tamayo, LLC 0.47% Reduce -5.8% 13,144 $3.3M
Diker Management LLC 2.85% No change 13,142 $3.3M
Von Berge Wealth Management Group, LLC 1.99% Reduce -5.1% 13,824 $3.3M
Elkhorn Partners Limited Partnership 2.15% No change 13,100 $3.3M
Hill Investment Group Partners, LLC 0.44% Add +44.3% 13,083 $3.3M
Anchor Pointe Wealth Management, LLC 4.25% — 12,961 $3.3M
Entruity Wealth, LLC 3.24% — 13,044 $3.3M
Sage Private Wealth Group, LLC 2.45% Reduce -0.7% 13,040 $3.3M
America First Investment Advisors, LLC 0.71% Add +63.0% 13,040 $3.3M
Advanced Portfolio Management, LLC 3.72% Add +0.3% 13,815 $3.3M
Cohen Capital Management, Inc. 0.54% No change 13,005 $3.3M
Halter Ferguson Financial Inc. 1.38% Add +2.6% 12,999 $3.3M
Stevens Capital Management LP 1.30% Reduce -89.3% 12,985 $3.3M
TLWM 0.64% Add +2.5% 12,978 $3.2M
AdviceOne Advisory Services, LLC 2.88% — 12,975 $3.2M
Dopkins Wealth Management, LLC 1.65% Add +22.3% 12,959 $3.2M
AmeriServ Wealth Advisors 1.75% — 12,956 $3.2M
Townsend & Associates, Inc 0.33% Reduce -0.5% 14,567 $3.2M
Perissos Private Wealth Management, LLC 2.42% Reduce -0.1% 12,930 $3.2M
SK Wealth Management, LLC 1.65% No change 12,927 $3.2M
Old West Investment Management, LLC 1.31% No change 12,914 $3.2M
Blake Schutter Theil Wealth Advisors, LLC 3.41% Reduce -47.4% 12,911 $3.2M
CarsonAllaria Wealth Management, Ltd. 1.85% Reduce -2.9% 12,904 $3.2M
Renasant Bank 2.09% Reduce -5.5% 12,868 $3.2M
Capital Square, LLC 1.83% Reduce -0.5% 14,458 $3.2M
Evergreen Wealth Management, LLC 1.90% Reduce -10.5% 12,857 $3.2M
Power Wealth Management LLC 1.34% Reduce -4.8% 12,851 $3.2M
Portfolio Strategies, Inc. 0.46% No change 12,844 $3.2M
Wood Tarver Financial Group, LLC 1.07% — 12,822 $3.2M
Harvest Investment Services, LLC 0.79% Reduce -18.2% 12,818 $3.2M
DiNuzzo Private Wealth, Inc. 0.41% Add +0.8% 12,818 $3.2M
Brendel Financial Advisors LLC 1.94% Add +2.3% 12,816 $3.2M
Greenbush Financial Group, LLC 1.69% — 12,691 $3.2M
HTG Investment Advisors, Inc. 1.46% Reduce -0.3% 12,780 $3.2M
Riverpoint Wealth Management Holdings, LLC 0.83% Add +0.3% 12,756 $3.2M
MFA Wealth Services 2.56% — 12,741 $3.2M
St. Louis Financial Planners Asset Management, LLC 2.30% Add +9.3% 12,738 $3.2M
Refined Wealth Management 2.43% Reduce -0.5% 12,728 $3.2M
Clarity Wealth Development LLC 3.45% — 13,484 $3.2M
New Perspectives, Inc 1.71% Add +0.1% 12,705 $3.2M
Curtis Advisory Group, LLC 0.84% Reduce -2.8% 12,702 $3.2M
Talisman Wealth Advisors LLC 3.37% Reduce -1.6% 12,691 $3.2M
Flaharty Asset Management, LLC 0.46% Reduce -16.9% 12,666 $3.2M
Blossom Wealth Management 6.10% Add +3.4% 12,661 $3.2M
Tenon Financial LLC 2.05% Add +290.3% 12,997 $3.2M
Clarity Capital Advisors, LLC 2.12% No change 12,651 $3.2M
Hutchens & Kramer Investment Management Group, LLC 1.72% Add +3.2% 12,634 $3.2M
MKT Advisors LLC 1.38% Add +6.8% 13,754 $3.2M
Clear Street Derivatives LLC 0.04% Reduce -72.1% 12,617 $3.2M
FSB Premier Wealth Management, Inc. 1.27% Reduce -0.6% 12,612 $3.2M
Hill Island Financial LLC 0.92% Add +6.5% 12,609 $3.2M
Client 1ST Advisory Group, LLC 1.21% Reduce -2.9% 12,606 $3.2M
Bank & Trust Co 2.66% Reduce -1.6% 12,602 $3.2M
Basepoint Wealth LLC 2.51% Reduce -3.1% 12,586 $3.2M
Bay Capital Advisors, LLC 2.53% — 12,580 $3.2M
Matrix Trust Co 0.55% Add +3.2% 12,573 $3.1M
Claris Advisors, LLC / Mo / 1.18% Add +45.9% 12,545 $3.1M
Fortress Wealth Management, Inc. 1.52% Reduce -1.0% 12,540 $3.1M
OMNI 360 Wealth, Inc. 2.09% Reduce -27.7% 12,529 $3.1M
North Forty Two & Co. 3.62% — 12,529 $3.1M
Oldfather Financial Services, LLC 1.19% Reduce -9.3% 12,524 $3.1M
Menard Financial Group LLC 1.88% Add +2.5% 12,523 $3.1M
Ewing Morris & Co. Investment Partners Ltd. 1.08% New 12,517 $3.1M
Measured Risk Portfolios, Inc. 3.49% — 12,515 $3.1M
Christensen, King & Associates Investment Services, Inc. 1.47% Reduce -1.5% 12,135 $3.1M
NewGen Asset Management Ltd 3.32% New 12,500 $3.1M
Wbi Investments, LLC 0.78% Reduce -7.2% 12,453 $3.1M
Paradigm Capital Management, LLC 2.95% Reduce -0.0% 12,427 $3.1M
Lumbard & Kellner, LLC 1.34% Reduce -17.3% 12,421 $3.1M
Peterson Wealth Advisors, LLC 0.56% Add +2.5% 12,757 $3.1M
Prudent Investors Network, Inc. 0.91% Add +41.2% 12,386 $3.1M
Flagstone Financial Management 1.03% Reduce -1.9% 12,377 $3.1M
Wealth Forward, LLC 2.18% Reduce -1.7% 12,364 $3.1M
Dodds Wealth, LLC 1.00% Reduce -0.5% 13,830 $3.1M
WealthCollab, LLC 1.98% Reduce -3.0% 12,352 $3.1M
Nottingham Advisors, Inc. 0.39% Reduce -27.2% 12,349 $3.1M
Solutions 4 Wealth, Ltd 5.60% Reduce -1.6% 12,348 $3.1M
Palacios Wealth Management, LLC 3.34% — 13,024 $3.1M
Systematic Financial Management LP 0.08% No change 12,335 $3.1M
Disciplined Investors, L.L.C. 2.97% — 13,171 $3.1M
Paladin Wealth, LLC 2.67% Add +0.0% 12,325 $3.1M
Wallace Capital Management Inc. 0.42% Reduce -0.6% 12,309 $3.1M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.37% No change 12,306 $3.1M
Grace & White Inc. 0.58% Reduce -14.0% 12,283 $3.1M
Payne Capital Management, LLC 1.33% — 12,276 $3.1M
Financial & Tax Architects, LLC 0.78% Add +8.4% 12,275 $3.1M
Groesbeck Investment Management Corp. 4.00% Reduce -8.2% 12,270 $3.1M
One Degree Advisors Inc 1.25% Reduce -6.4% 13,213 $3.1M
Panoramic Investment Advisors, LLC 2.00% Add +20.2% 12,242 $3.1M
Keyes, Stange & Wooten Wealth Management, LLC 1.81% Reduce -1.2% 12,235 $3.1M
Catalyst Private Wealth, LLC 1.36% Reduce -3.8% 12,229 $3.1M
Holos Integrated Wealth LLC 2.09% — 12,206 $3.1M
Penobscot Wealth Management 1.41% Add +1.7% 12,187 $3.1M
SWAN Capital LLC 1.49% Add +0.1% 12,167 $3.0M
Palouse Capital Management, Inc. 2.03% Add +3.0% 12,167 $3.0M
Retirement Solution LLC 0.80% Reduce -63.0% 12,166 $3.0M
AlphaMark Advisors, LLC 1.32% Reduce -2.6% 12,164 $3.0M
Climber Capital SA 2.50% — 12,148 $3.0M
Rather & Kittrell, Inc. 0.71% Reduce -14.3% 12,121 $3.0M
Williams & Novak, LLC 2.92% Reduce -4.7% 12,111 $3.0M
Rwwm, Inc. 0.28% Add +4.1% 12,102 $3.0M
Weinberger Asset Management, Inc 1.27% Reduce -0.0% 12,099 $3.0M
Red Crane Wealth Management, LLC 2.87% — 12,081 $3.0M
Carrera Capital Advisors 0.71% Add +16.5% 12,081 $3.0M
Alexis Investment Partners, LLC 1.47% — 11,972 $3.0M
Private Wealth Advisors, LLC 1.31% Add +0.1% 12,012 $3.0M
Richwood Investment Advisors, LLC 2.51% Add +0.8% 12,000 $3.0M
Soviero Asset Management, LP 2.09% Reduce -40.0% 12,000 $3.0M
Lombard Odier Asset Management (USA) Corp 1.31% Reduce -20.0% 12,000 $3.0M
HF Advisory Group, LLC 1.38% Add +10.1% 11,966 $3.0M
Legal Advantage Investments, Inc. 1.58% Add +5.5% 11,965 $3.0M
A. D. Beadell Investment Counsel, Inc. 2.43% Reduce -0.8% 11,950 $3.0M
Birchbrook, Inc. 1.70% Reduce -2.3% 11,935 $3.0M
Red Cedar Investment Management, LLC 0.38% No change 11,921 $3.0M
Robinson Smith Wealth Advisors LLC 2.53% Reduce -23.0% 11,914 $3.0M
Compass Wealth Management LLC 0.72% Reduce -5.2% 11,902 $3.0M
Cottonwood Capital Advisors, LLC 2.13% Reduce -0.2% 11,885 $3.0M
Apex Wealth Management, LLC 2.56% — 11,868 $3.0M
Silphium Asset Management Ltd 1.08% Reduce -2.8% 11,866 $3.0M
Commonwealth Retirement Investments LLC 1.22% Add +3.0% 11,861 $3.0M
Hara Capital LLC 1.88% No change 11,856 $3.0M
Gray Private Wealth, LLC 1.77% Reduce -1.6% 11,848 $3.0M
Smith Thornton Advisors LLC 1.87% Add +8.1% 11,842 $3.0M
Clear Point Advisors Inc. 2.53% Reduce -1.0% 11,818 $3.0M
Womack Financial LLC 2.62% — 11,809 $3.0M
5th Street Advisors, LLC 1.54% Reduce -21.9% 11,800 $3.0M
Second Half Financial Partners, LLC 1.44% Reduce -14.2% 11,783 $3.0M
Able Wealth Management LLC 1.94% Add +6.6% 11,779 $2.9M
Tudor Financial Inc. 1.72% Add +15.7% 11,765 $2.9M
Lighthouse Financial LLC 2.39% — 11,754 $2.9M
Raffa Wealth Management, LLC 0.68% Add +0.3% 11,745 $2.9M
NBZ Investment Advisors LLC 1.64% — 11,727 $2.9M
Stephens Consulting, LLC 0.74% Reduce -3.2% 11,724 $2.9M
Breakthru Advisory Services, LLC 2.66% — 11,719 $2.9M
Momentous Wealth Management, Inc. 2.43% — 11,695 $2.9M
Wealthcare Capital Management LLC 0.29% Add +5.4% 11,685 $2.9M
Aspen Wealth Management LLC 0.86% Reduce -7.1% 11,643 $2.9M
Steph & Co. 0.98% Reduce -3.5% 11,619 $2.9M
Wedgewood Investors Inc. 3.42% Reduce -1.5% 11,601 $2.9M
Factorial Partners, LLC 1.67% Reduce -3.3% 11,600 $2.9M
Bright Futures Wealth Management, LLC. 2.61% Reduce -71.6% 12,135 $2.9M
Net Worth Advisory Group 0.88% Reduce -8.1% 11,594 $2.9M
Resolute Advisors LLC 0.58% Add +492.9% 11,567 $2.9M
Tolleson Wealth Management, Inc. 0.59% Add +41.4% 11,566 $2.9M
Mid-American Wealth Advisory Group, Inc. 1.70% Reduce -9.8% 11,543 $2.9M
Financial Freedom, LLC 1.52% Reduce -2.2% 11,530 $2.9M
Kondo Wealth Advisors, Inc. 1.47% — 11,527 $2.9M
Haven Private, LLC 1.61% — 11,512 $2.9M
Global Wealth Strategies & Associates 0.90% Add +7.8% 11,509 $2.9M
Olstein Capital Management, L.P. 0.51% Reduce -11.5% 11,500 $2.9M
Maripau Wealth Management LLC 1.71% Reduce -14.6% 11,497 $2.9M
Summa Corp. 1.41% Add +0.1% 11,491 $2.9M
Saiph Capital, LLC 1.30% Add +0.9% 98,740 $2.9M
SIH Partners, LLLP 0.20% New 11,458 $2.9M
Threadgill Financial, LLC 1.52% Add +2.1% 11,429 $2.9M
Mraz, Amerine & Associates, Inc. 0.51% Reduce -2.7% 11,423 $2.9M
Builder Investment Group Inc. 0.78% Reduce -0.7% 11,409 $2.9M
GR Financial Group, LLC 0.48% Add +12.2% 11,407 $2.9M
4WEALTH Advisors, Inc. 2.92% — 11,401 $2.9M
PYA Waltman Capital, LLC 0.92% Add +5.3% 11,392 $2.9M
Financial Symmetry Inc 1.93% Reduce -2.1% 11,391 $2.9M
BIP Alliance, LLC 1.21% — 11,384 $2.9M
Gibson Capital, LLC 0.58% Add +52.6% 11,374 $2.8M
GoalVest Advisory LLC 0.78% Reduce -1.3% 11,362 $2.8M
Bravias Capital Group, LLC 2.31% — 12,032 $2.8M
Rosenberg Matthew Hamilton 0.74% Add +0.5% 11,330 $2.8M
Brucke Financial, Inc. 2.44% — 12,021 $2.8M
Kelman-Lazarov, Inc. 0.51% Add +0.2% 11,316 $2.8M
TrueWealth Advisors, LLC 0.95% Reduce -8.6% 11,308 $2.8M
Park Edge Advisors, LLC 0.82% Add +13.9% 11,287 $2.8M
VSM Wealth Advisory, LLC 1.01% — 11,354 $2.8M
Defined Wealth Management, LLC 1.87% Add +2.6% 11,256 $2.8M
Black Swift Group, LLC 0.60% Add +9.8% 11,253 $2.8M
Waterway Wealth Management, LLC 1.24% Reduce -11.0% 11,250 $2.8M
Kera Capital Partners, Inc. 0.81% — 11,248 $2.8M
Element Wealth, LLC 1.47% Add +3.1% 11,238 $2.8M
VAUGHAN & Co SECURITIES, INC. 1.69% Reduce -1.8% 11,221 $2.8M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 2.76% — 11,214 $2.8M
Fidato Wealth LLC 2.10% New 11,195 $2.8M
Gouws Capital LLC 1.92% No change 11,193 $2.8M
Vista Investment Management 1.06% Reduce -2.6% 11,185 $2.8M
Rebalance, LLC 0.21% Add +2.3% 11,179 $2.8M
Legacy Financial Group LLC 0.45% Add +0.9% 11,169 $2.8M
Pring Turner Capital Group Inc. 1.87% Add +0.5% 11,169 $2.8M
Fairtree Asset Management (Pty) Ltd 2.67% — 11,154 $2.8M
Solitude Financial Services 1.22% Reduce -7.5% 11,149 $2.8M
ShankerValleau Wealth Advisors, Inc. 0.89% Add +117.4% 11,110 $2.8M
Cohen & Steers, Inc. 0.01% Add +6.1% 11,111 $2.8M
Rakuten Securities, Inc. 1.09% Reduce -27.0% 11,096 $2.8M
Constant Guidance Financial LLC 2.39% Reduce -22.5% 11,088 $2.8M
GK Wealth Management LLC 3.52% — 11,088 $2.8M
ETF Portfolio Partners, Inc. 0.83% Add +4.7% 11,087 $2.8M
Defined Financial Planning LLC 2.96% — 11,087 $2.8M
Family Office Research LLC 1.22% — 11,075 $2.8M
Vested Financial Planning, LLC 2.62% — 11,046 $2.8M
Ami Investment Management Inc. 0.90% Reduce -0.5% 11,040 $2.8M
Chiron Capital Management, LLC 2.60% Add +12.4% 11,010 $2.8M
Ally Financial Inc. 0.34% New 11,000 $2.8M
Latitude Advisors, LLC 1.55% Reduce -36.3% 10,973 $2.7M
Allen Wealth Management, LLC 1.97% Add +1.0% 10,973 $2.7M
Stevens Capital Partners 1.24% Add +14.7% 10,969 $2.7M
Pennington Partners & Co., LLC 1.36% — 10,961 $2.7M
Forefront Wealth Partners, LLC 2.04% — 10,954 $2.7M
MPWM Advisory Solutions, LLC 2.00% — 10,910 $2.7M
PARK CIRCLE Co 2.48% No change 10,900 $2.7M
Leonard Rickey Investment Advisors P.L.L.C. 0.63% Reduce -2.5% 10,893 $2.7M
Blueshift Asset Management, LLC 1.00% Reduce -14.1% 10,890 $2.7M
Pinnacle Financial Group, LLC / IL 1.07% Reduce -13.2% 10,877 $2.7M
Causey Wealth LLC 1.59% — 10,875 $2.7M
Burns Matteson Capital Management, LLC 1.52% Add +20.8% 10,853 $2.7M
Monte Financial Group, LLC 1.16% Reduce -2.1% 10,847 $2.7M
Carmel Capital Partners, LLC 1.09% Add +1.0% 10,819 $2.7M
Eaton-Cambridge Inc. 1.21% Reduce -0.1% 10,797 $2.7M
Roth Financial Partners LLC 1.07% Reduce -6.9% 10,765 $2.7M
Veery Capital, LLC 1.03% Add +3.4% 10,765 $2.7M
National Wealth Management Group, LLC 1.79% Add +44.9% 10,759 $2.7M
Farnam Financial LLC 2.81% Reduce -0.7% 10,750 $2.7M
Graham Capital Management, L.P. 0.13% Add +153.9% 10,743 $2.7M
Maiden Cove Capital, LLC 4.10% Reduce -1.7% 10,717 $2.7M
Altiora Financial Group, LLC 0.58% Add +64.7% 10,715 $2.7M
Shayne & Jacobs, LLC 0.70% Add +0.0% 10,702 $2.7M
Wulff, Hansen & Co. 2.53% Reduce -1.4% 10,687 $2.7M
Pinnacle Wealth Management, LLC 2.97% Reduce -0.9% 10,670 $2.7M
Two Sigma Securities, LLC 0.48% Reduce -92.5% 10,669 $2.7M
Conrad Siegel Investment Advisors, Inc. 0.72% Add +1.9% 10,653 $2.7M
Lake Hills Wealth Management, LLC 1.82% Reduce -1.1% 10,642 $2.7M
Clifford Group, LLC 2.02% Add +0.2% 10,604 $2.7M
Stark Wealth Management LLC 1.95% — 10,586 $2.7M
Landmark Wealth Management, LLC 1.17% Reduce -2.7% 10,575 $2.6M
Fairbanks Capital Management, Inc. 1.65% Add +1.2% 10,572 $2.6M
Franklin, Parlapiano, Turner & Welch, LLC 0.72% No change 10,568 $2.6M
Wilkins Miller Wealth Management, LLC 2.77% — 10,557 $2.6M
Powers Advisory Group, LLC 1.32% Reduce -1.3% 10,546 $2.6M
Arcus Capital Partners, LLC 0.84% Add +3.3% 15,396 $2.6M
Vermillion Wealth Management, Inc. 1.35% — 10,540 $2.6M
Blue Capital, Inc. 1.86% — 10,540 $2.6M
FDx Advisors, Inc. 0.77% Reduce -4.8% 10,524 $2.6M
Tandem Investment Partners LLC 2.52% — 10,504 $2.6M
Lakeside Advisors, INC. 1.74% Add +2.1% 10,497 $2.6M
JDH Wealth Management, LLC 2.30% — 10,478 $2.6M
Peak Retirement Planning, Inc. 1.77% — 10,476 $2.6M
360 Financial, Inc. 0.95% Reduce -2.5% 10,461 $2.6M
Uncommon Cents Investing LLC 0.78% Add +0.6% 10,457 $2.6M
Wiser Wealth Management, Inc 0.73% Add +11.9% 10,448 $2.6M
Newton One Investments LLC 1.01% Add +1.3% 10,423 $2.6M
Goodman Financial Corp 0.56% New 10,420 $2.6M
HBC Financial Services, PLLC 1.60% No change 10,413 $2.6M
Axis Wealth Partners, LLC 2.19% — 10,381 $2.6M
Future You Wealth LLC 1.84% — 10,374 $2.6M
Master's Wealth Management Inc. 1.39% — 10,361 $2.6M
Prosperity Planning, Inc. 1.18% Reduce -0.2% 10,349 $2.6M
Sard Wealth Management Group, LLC 1.74% Reduce -1.1% 10,341 $2.6M
Hickory Point Bank & Trust 2.30% — 10,340 $2.6M
Briaud Financial Planning Inc 1.05% Add +59.9% 10,321 $2.6M
Mustard Seed Financial, LLC 2.10% No change 10,317 $2.6M
Seed Wealth Management, Inc. 2.08% No change 10,309 $2.6M
Pavion Blue Capital, LLC 1.21% No change 10,288 $2.6M
Hudson Edge Investment Partners Inc. 0.47% Reduce -8.8% 10,248 $2.6M
Gordian Advisors LLC 2.03% Add +2.4% 10,223 $2.6M
Brightwater Advisory LLC 2.00% Reduce -5.7% 10,199 $2.6M
Abound Financial, LLC 1.29% — 10,194 $2.6M
Brand Asset Management Group, Inc. 1.04% Reduce -2.9% 10,180 $2.5M
Family Investment Center, Inc. 0.65% Add +2.1% 10,177 $2.5M
Forthright Family Wealth Advisory LLC 1.65% Reduce -5.2% 10,155 $2.5M
Financial Harvest, LLC 2.15% — 10,151 $2.5M
Kaydan Wealth Management, Inc. 0.84% Reduce -0.8% 10,140 $2.5M
Smart Portfolios, LLC 2.66% Reduce -2.7% 10,140 $2.5M
ForthRight Wealth Management, LLC 0.85% Add +0.2% 10,129 $2.5M
Wooster Corthell Wealth Management, Inc. 0.55% Add +1.9% 10,129 $2.5M
Maxele Advisors, LLC 2.42% — 10,124 $2.5M
Poinciana Advisors Group, LLC 2.57% — 10,122 $2.5M
Everest Private Wealth 2.23% — 10,122 $2.5M
Innova Wealth Partners 1.59% Add +303.8% 10,106 $2.5M
Crestline Management, L.P. 0.09% Reduce -40.6% 10,104 $2.5M
Members Wealth LLC 1.89% — 10,672 $2.5M
Baring Financial LLC 2.25% — 10,083 $2.5M
Meredith Wealth Planning 1.12% Add +9.7% 10,069 $2.5M
DHJJ Financial Advisors, Ltd. 0.98% Add +0.3% 10,065 $2.5M
FC Advisory LLC 0.84% Reduce -0.0% 10,040 $2.5M
Rik Saylor Financial, Inc. 2.32% — 10,037 $2.5M
Brooktree Capital Management 1.86% Reduce -0.7% 10,032 $2.5M
Fidelity D & D Bancorp Inc. 1.67% Add +1.5% 10,026 $2.5M
Shakespeare Wealth Management, LLC 0.68% Reduce -1.4% 10,008 $2.5M
PCG Wealth Advisors, LLC 0.92% Add +0.0% 10,000 $2.5M
Telligent Fund, LP 2.38% — 10,000 $2.5M
SCP Investment, LP 1.91% No change 10,000 $2.5M
SPX Gestao de Recursos Ltda 0.38% Add +3178.7% 10,000 $2.5M
Sprinkle Financial Consultants LLC 1.70% Reduce -6.9% 9,989 $2.5M
Nicholson Wealth Management Group, LLC 1.67% Add +16.1% 9,959 $2.5M
Navigoe, LLC 2.43% — 9,959 $2.5M
HT Partners LLC 0.85% Reduce -3.9% 9,939 $2.5M
Sheets Smith Investment Management 2.11% — 9,937 $2.5M
New Jersey Better Educational Savings Trust 4.78% No change 9,936 $2.5M
Cassia Capital Partners, LLC 1.58% Add +72.2% 9,905 $2.5M
Sierra Ocean, LLC 2.02% — 9,859 $2.5M
Coordinated Financial Services, Inc. 1.95% — 9,843 $2.5M
Hikari Tsushin, Inc. 0.18% Reduce -77.7% 9,843 $2.5M
TCP Asset Management, LLC 0.54% Add +0.3% 9,835 $2.5M
Michael A. Dubis Financial Planning, LLC 2.38% — 9,832 $2.5M
Lauterbach Financial Advisors, LLC 1.49% Add +0.0% 9,826 $2.5M
One Wealth Capital Management, LLC 1.24% — 9,791 $2.5M
RHS Financial, LLC 1.27% Reduce -18.5% 9,779 $2.4M
Silver Oak Advisory Group, Inc. 1.29% Reduce -2.0% 9,773 $2.4M
Lionsbridge Wealth Management LLC 2.05% Reduce -35.9% 9,768 $2.4M
Valley Forge Investment Consultants Inc. Adv 0.84% Add +0.7% 9,750 $2.4M
Pilgrim Partners Asia Pte Ltd 2.12% — 9,741 $2.4M
1620 Investment Advisors, Inc. 1.89% Add +0.9% 9,740 $2.4M
Future Financial Wealth Managment LLC 1.78% Reduce -4.9% 9,739 $2.4M
Insight Wealth Partners, LLC 1.54% Reduce -13.9% 9,731 $2.4M
Blue Oak Capital, LLC 1.48% — 9,728 $2.4M
Cynosure Group, LLC 0.36% Reduce -46.8% 9,716 $2.4M
Boyce & Associates Wealth Consulting, Inc. 2.46% Reduce -1.7% 9,712 $2.4M
Delphi Management Inc. 2.35% Reduce -2.9% 9,707 $2.4M
Macroview Investment Management LLC 2.47% Reduce -0.4% 9,692 $2.4M
Strid Group, LLC 0.38% Reduce -0.3% 9,692 $2.4M
Stelac Advisory Services LLC 0.94% Reduce -5.2% 9,652 $2.4M
Ariadne Wealth Management, LP 1.10% Add +12.9% 10,568 $2.4M
RFG Holdings, Inc. 0.80% Add +4.5% 9,593 $2.4M
Foguth Wealth Management, LLC. 0.63% Add +40.5% 10,785 $2.4M
Bonfire Financial 2.17% — 9,565 $2.4M
Richmond Investment Services, LLC 1.34% — 9,549 $2.4M
Koesten, Hirschmann & Crabtree, INC. 1.37% Reduce -3.6% 9,548 $2.4M
Hudson Portfolio Management LLC 2.34% Reduce -1.3% 9,543 $2.4M
Provident Wealth Management, LLC 0.80% Reduce -1.3% 9,537 $2.4M
Flywheel Private Wealth LLC 2.19% — 9,535 $2.4M
Accredited Wealth Management, LLC 2.09% — 9,528 $2.4M
Turim 21 Investimentos Ltda. 0.62% Add +63.5% 10,091 $2.4M
Miller Investment Management, LP 0.26% No change 9,503 $2.4M
Eagle Wealth Strategies LLC 1.72% Add +7.2% 9,459 $2.4M
NDVR, Inc. 2.27% Add +4.7% 9,451 $2.4M
Access Financial Services, Inc. 1.05% Reduce -1.3% 9,450 $2.4M
Vawter Financial, Ltd. 1.42% Reduce -4.2% 9,444 $2.4M
IronOak Wealth LLC. 2.65% — 9,441 $2.4M
Lakeshore Capital Group, Inc. 3.57% — 9,428 $2.4M
Brueske Advisory Services, LLC 2.10% — 9,425 $2.4M
Retirement Planning Group, LLC / NY 2.59% — 9,412 $2.4M
Sovereign Investment Advisors, LLC 0.70% New 9,390 $2.4M
FMA Wealth Management, LLC 1.75% Reduce -9.4% 9,376 $2.3M
Discipline Wealth Solutions, LLC 1.09% Add +8.5% 9,374 $2.3M
Cornerstone Wealth Advisors, Inc. 0.64% Add +0.0% 9,367 $2.3M
SkyView Investment Advisors, LLC 0.37% Add +304.5% 9,357 $2.3M
EnRich Financial Partners LLC 0.78% Reduce -0.0% 9,355 $2.3M
OneAscent Wealth Management LLC 0.96% Add +4.6% 9,332 $2.3M
Phocas Financial Corp. 0.31% Reduce -2.1% 9,325 $2.3M
Signature Wealth Management Group 0.94% Add +2.5% 9,315 $2.3M
GenWealth Group, Inc. 0.53% Reduce -3.3% 9,315 $2.3M
Harbor Group, Inc. 0.52% Reduce -0.7% 9,313 $2.3M
FWG Investments, LLC. 1.81% Add +1.1% 9,308 $2.3M
HFG Wealth Management, LLC 1.51% Add +3.8% 9,982 $2.3M
Rezny Wealth Management, Inc. 0.57% Add +1.9% 9,285 $2.3M
Econ Financial Services Corp 1.33% New 9,284 $2.3M
Bellwether Advisors, LLC 0.42% Add +10.4% 9,281 $2.3M
Waycross Investment Management Co 2.44% Reduce -0.7% 9,261 $2.3M
Provident Investment Management, Inc. 0.22% Add +0.0% 9,256 $2.3M
Trinity Wealth Management, LLC 1.05% Reduce -1.0% 9,255 $2.3M
Wealthstar Advisors, LLC 1.01% — 9,254 $2.3M
Stewardship Advisors, LLC 0.64% Add +4.9% 9,221 $2.3M
Granite FO LLC 1.32% No change 9,219 $2.3M
JBGlobal.com LLC 2.43% — 9,195 $2.3M
WealthCare Investment Partners, LLC 1.00% Reduce -0.7% 9,424 $2.3M
Compass Advisory Group LLC 0.82% Reduce -1.1% 9,155 $2.3M
Prasad Wealth Partners, LLC 0.74% — 9,133 $2.3M
Prelude Capital Management, LLC 0.19% Reduce -25.1% 9,125 $2.3M
Pingora Partners LLC 1.50% Add +2.8% 9,121 $2.3M
Inman Jager Wealth Management, LLC 1.78% — 9,113 $2.3M
Financial Advisory Corp 0.40% — 9,112 $2.3M
Advyzon Investment Management, LLC 0.88% — 9,111 $2.3M
Cypress Financial Planning LLC 0.84% Add +11.4% 9,105 $2.3M
Lloyd Advisory Services, LLC. 1.08% Add +2.2% 9,104 $2.3M
Financial Network Wealth Advisors LLC 4.24% Reduce -20.9% 9,103 $2.3M
Secured Retirement Advisors, LLC 1.30% Add +5.5% 9,097 $2.3M
Mainstay Capital Management LLC 0.35% Reduce -3.0% 9,090 $2.3M
Tower Wealth Partners, Inc. 1.19% Reduce -20.7% 9,086 $2.3M
Krane Funds Advisors LLC 0.09% Add +3.7% 9,053 $2.3M
LifePlan Investment Advisors, Inc. 1.40% Add +5.6% 9,038 $2.3M
David Kennon Inc 0.89% Reduce -0.1% 9,036 $2.3M
Yeomans Consulting Group, Inc. 0.85% Reduce -13.6% 9,030 $2.3M
RTD Financial Advisors, Inc. 0.29% Add +17.2% 9,026 $2.3M
Arbor Capital Management Inc. 2.22% Reduce -15.8% 9,561 $2.3M
Bruce G. Allen Investments, LLC 1.83% Reduce -1.3% 9,014 $2.3M
Parker Investment Management, LLC 0.35% Add +1.8% 9,006 $2.3M
Armbruster Capital Management, Inc. 0.46% Add +1.5% 8,997 $2.3M
Morton Brown Family Wealth, LLC 0.79% Add +0.6% 8,996 $2.3M
Cedar Mountain Advisors, LLC 0.49% Reduce -3.0% 8,992 $2.3M
Corsair Capital Management, L.P. 0.48% No change 8,986 $2.3M
Level Financial Advisors 0.83% Reduce -3.0% 8,982 $2.2M
Vestia Personal Wealth Advisors 1.85% Add +4.4% 8,972 $2.2M
Oak Thistle LLC 0.67% New 8,962 $2.2M
Santori & Peters, Inc. 0.86% Add +0.0% 8,959 $2.2M
Walleye Capital LLC 0.02% Reduce -82.8% 8,935 $2.2M
Legacy Bridge, LLC 1.17% No change 8,934 $2.2M
DMKC Advisory Services, LLC 2.02% — 8,898 $2.2M
Fortress Financial Group, LLC 2.21% — 8,865 $2.2M
Cushing Capital Partners, LLC 2.14% — 8,864 $2.2M
Dravo Bay LLC 1.07% Add +2.0% 8,854 $2.2M
POM Investment Strategies, LLC 1.67% Reduce -4.0% 8,848 $2.2M
Courage Miller Partners, LLC 0.76% Add +0.0% 9,129 $2.2M
Rosenblum Silverman Sutton S F Inc. 0.56% Add +1.1% 8,843 $2.2M
Echo45 Advisors LLC 1.45% Add +3.1% 9,093 $2.2M
Tran Capital Management, L.P. 0.25% Add +0.5% 8,833 $2.2M
Profit Investment Management, LLC 1.77% Reduce -3.2% 8,791 $2.2M
Alaska Wealth Advisors, LLC 0.34% Reduce -32.4% 8,761 $2.2M
AllGen Financial Advisors, Inc. 0.74% No change 8,758 $2.2M
Capital Investment Services of America, Inc. 0.21% Reduce -0.8% 8,754 $2.2M
Clark & Stuart, Inc 1.60% — 8,721 $2.2M
Elevate Wealth Advisory, Inc. 1.64% Add +4.5% 8,720 $2.2M
Redwood Financial Network Corp 1.63% Add +0.6% 8,720 $2.2M
Insight 2811, Inc. 1.12% Reduce -4.5% 8,713 $2.2M
Cunning Capital Partners, LP 1.30% No change 8,690 $2.2M
Mma Asset Management LLC 0.95% Reduce -33.6% 8,686 $2.2M
Paragon Advisors, LLC 0.75% Add +21.8% 8,685 $2.2M
17 Capital Partners, LLC 1.38% Add +2.1% 8,674 $2.2M
Councilor Wealth, LLC 1.03% Reduce -1.3% 8,672 $2.2M
Meridian Financial Advisors, LLC 1.50% Reduce -2.8% 8,670 $2.2M
Altus Wealth Management, LLC 0.97% Add +1.6% 8,669 $2.2M
Grange Capital, LLC 2.28% — 8,669 $2.2M
Wealthgarden F.S. LLC 2.03% Add +0.5% 8,658 $2.2M
Guidance Point Advisors, LLC 0.63% Add +4.5% 8,641 $2.2M
Littlejohn Financial Services, Inc. 1.94% — 8,641 $2.2M
Presidio Capital Management, LLC 1.16% Reduce -2.0% 8,621 $2.2M
KDK Private Wealth Management, LLC 2.24% — 8,611 $2.2M
TABR Capital Management, LLC 1.89% — 8,604 $2.2M
Next Level Wealth Planning, LLC 1.69% — 8,597 $2.2M
Voisard Asset Management Group, Inc. 0.72% Reduce -0.8% 8,593 $2.2M
Graney & King, LLC 1.62% — 8,586 $2.2M
Wealth Advisors Northwest LLC 1.46% — 8,555 $2.1M
Divergent Planning, LLC 0.73% Reduce -4.5% 9,042 $2.1M
Kelly Financial Group LLC 0.76% — 8,536 $2.1M
Capstone Wealth Management, LLC 2.09% — 8,528 $2.1M
Permanent Capital Management, LP 0.66% — 8,526 $2.1M
Tru Independence Asset Management 2, LLC 1.78% No change 8,519 $2.1M
Stevard, LLC 7.96% No change 8,518 $2.1M
Copperleaf Capital, LLC 1.35% Add +7.2% 8,509 $2.1M
Tobam 0.65% Reduce -33.7% 8,506 $2.1M
BlueSky Wealth Advisors, LLC 0.33% Reduce -0.8% 8,504 $2.1M
Carbahal Olsen Financial Services Group, LLC 1.96% — 8,486 $2.1M
OLIO Financial Planning 0.75% Reduce -19.6% 8,485 $2.1M
C M Bidwell & Associates Ltd. 1.29% Reduce -5.8% 8,474 $2.1M
StoneCrest Wealth Management, Inc. 1.38% Reduce -5.4% 8,458 $2.1M
Galilei Investment Office LLP 1.07% — 8,449 $2.1M
Brown Wealth Management, LLC 0.75% Add +4.7% 8,443 $2.1M
Matthew Goff Investment Advisor, LLC 0.39% Add +2.8% 8,436 $2.1M
Northeast Financial Group, Inc. 0.81% Reduce -1.6% 8,421 $2.1M
Probity Advisors, Inc. 0.40% Add +12.9% 8,379 $2.1M
Code Waechter LLC 1.83% Add +1.3% 8,376 $2.1M
Waterford Advisors, LLC 1.07% Reduce -0.0% 8,367 $2.1M
Provident Co of the Employees of the Hebrew University LTD 2.44% No change 8,363 $2.1M
Sageworth Trust Co 0.13% Reduce -19.4% 8,347 $2.1M
Three Magnolias Financial Advisors, LLC 2.20% — 8,339 $2.1M
Gainplan LLC 0.79% Add +3.5% 8,334 $2.1M
Genesis Wealth Advisors, LLC 1.82% — 8,333 $2.1M
Prospect Financial Group LLC 2.56% — 8,326 $2.1M
Eubel Brady & Suttman Asset Management Inc. 0.30% Add +2.1% 8,308 $2.1M
Strategic Point Investment Advisors, LLC 0.34% Add +14.3% 8,298 $2.1M
M Wealth Management, LLC 1.90% — 8,296 $2.1M
Leicht Financial Planning & Wealth Management, Inc. 1.06% Reduce -0.2% 8,277 $2.1M
Kooman & Associates 0.75% Reduce -1.3% 8,274 $2.1M
Easterly Investment Partners LLC 0.16% No change 8,267 $2.1M
Trevian Wealth Management LLC 1.52% No change 8,240 $2.1M
Keeler & Nadler Financial Planning & Wealth Management 0.97% Reduce -2.0% 8,241 $2.1M
Virtus Investment Advisers, LLC 1.66% Add +0.7% 8,208 $2.1M
Lifestyle Asset Management, Inc. 1.12% Add +2.5% 8,195 $2.1M
Oakwell Private Wealth Management, LLC 0.57% Reduce -1.2% 8,187 $2.1M
Donor Advised Charitable Giving, Inc. 0.05% Add +0.9% 8,173 $2.0M
Wingate Wealth Advisors, Inc. 2.01% — 8,173 $2.0M
Gen-Wealth Partners Inc 0.88% Add +0.3% 8,170 $2.0M
Golden Road Advisors LLC 1.55% Add +0.2% 8,169 $2.0M
Unified Investment Management 2.32% — 8,167 $2.0M
Campbell Deegan Wealth Management, LLC 2.46% — 8,163 $2.0M
Dogwood Wealth Management LLC 1.08% Add +6.8% 8,158 $2.0M
Motiv8 Investments LLC 1.43% Add +19.1% 8,156 $2.0M
Syverson Strege & Co 0.68% Add +39.4% 8,155 $2.0M
Emerald Mutual Fund Advisers Trust 0.12% Reduce -9.8% 8,139 $2.0M
CogentBlue Wealth Advisors, LLC 1.79% — 8,128 $2.0M
Cooper Capital Advisors LLC 2.11% — 8,119 $2.0M
White Wing Wealth Management 1.51% Add +0.5% 8,103 $2.0M
Interactive Financial Advisors, Inc. 1.06% No change 8,096 $2.0M
Noble Wealth Management PBC 1.40% — 8,077 $2.0M
Hopwood Financial Services, Inc. 1.53% — 8,061 $2.0M
William Howard & Co Financial Advisors Inc 1.82% Reduce -8.6% 8,049 $2.0M
Marotta Asset Management 0.42% Reduce -2.9% 8,256 $2.0M
McNaughton Wealth Management, LLC 0.97% Reduce -1.1% 8,035 $2.0M
Aristotle Capital Management, LLC 0.00% Add +0.1% 8,010 $2.0M
Horizon Kinetics Asset Management LLC 0.03% Add +0.0% 8,008 $2.0M
DCF Advisers, LLC 1.01% No change 8,000 $2.0M
Bosman Wealth Management, LLC 1.92% — 7,985 $2.0M
Nordwand Advisors, LLC 0.82% Reduce -0.8% 7,985 $2.0M
Intrepid Capital Management Inc. 1.26% Add +0.3% 7,984 $2.0M
Legend Financial Advisors, Inc. 1.41% Add +0.9% 7,982 $2.0M
BCM Advisors, LLC 0.45% Reduce -1.6% 8,598 $2.0M
Impact Investors, Inc 1.55% — 7,975 $2.0M
Costello Asset Management, INC 1.32% Add +0.4% 7,970 $2.0M
ACT Advisors, LLC. 1.07% Add +9.2% 7,968 $2.0M
BW Gestao de Investimentos Ltda. 0.09% No change 7,966 $2.0M
Orgel Wealth Management, LLC 0.05% Add +0.5% 7,938 $2.0M
Gunderson Capital Management LLC 0.98% Add +13.4% 7,931 $2.0M
Range Financial Group LLC 0.91% Add +66.3% 7,912 $2.0M
Alpha Zero LLC 1.51% — 7,909 $2.0M
Horizon Family Wealth, Inc. 1.31% Add +1.3% 7,902 $2.0M
Rempart Asset Management Inc. 0.39% Reduce -6.5% 7,897 $2.0M
Wealth Group Ltd 0.57% Reduce -6.5% 7,895 $2.0M
Osprey Private Wealth LLC 1.38% Add +1.0% 7,885 $2.0M
Lowery Thomas, LLC 1.29% Add +7.4% 7,882 $2.0M
RiverGlades Family Offices LLC 1.41% No change 7,871 $2.0M
Penney Financial, LLC 1.32% Add +0.0% 7,854 $2.0M
Horrell Capital Management, Inc. 0.57% Reduce -1.3% 7,846 $2.0M
Holland Advisory Services, Inc. 2.57% Add +0.0% 7,846 $2.0M
Eliot Finkel Investment Counsel, LLC 1.25% Reduce -2.4% 7,840 $2.0M
Wisconsin Wealth Advisors, LLC 2.89% — 7,835 $2.0M
RMR Capital Management, LLC 1.46% No change 7,832 $2.0M
Beck Bode, LLC 0.36% Reduce -0.3% 7,831 $2.0M
M.E. Allison & Co., Inc. 2.16% — 7,827 $2.0M
FreeGulliver LLC 1.02% Reduce -18.8% 7,821 $2.0M
Morris Financial Concepts, Inc. 0.84% Add +2.1% 7,788 $2.0M
Atlantic Family Wealth, LLC 2.30% — 7,757 $1.9M
Murphy & Mullick Capital Management Corp 1.79% — 7,755 $1.9M
Corundum Trust Company, INC 5.82% Reduce -7.3% 7,741 $1.9M
Novus Advisors, LLC 1.92% — 7,713 $1.9M
FF Advisors,LLC 1.33% Reduce -1.5% 7,778 $1.9M
Endeavor Private Wealth, Inc. 1.83% — 7,669 $1.9M
FSA Advisors, Inc. 2.35% Reduce -0.1% 7,690 $1.9M
Deepwater Asset Management, LLC 0.63% New 7,654 $1.9M
Pollock Investment Advisors, LLC 1.56% — 7,648 $1.9M
Marshall & Sterling Wealth Advisors Inc. 1.32% — 7,606 $1.9M
Schwartz Investment Counsel Inc. 0.07% No change 7,600 $1.9M
Valtrion Capital Management, LLC 4.05% — 7,591 $1.9M
Plum Street Advisors, LLC 0.94% Add +3.5% 7,588 $1.9M
New England Capital Financial Advisors LLC 0.93% Reduce -0.8% 7,586 $1.9M
Promus Capital, LLC 1.45% — 7,558 $1.9M
Slocum, Gordon & Co LLP 1.55% Reduce -0.4% 7,508 $1.9M
Auour Investments LLC 0.66% Reduce -5.0% 7,961 $1.9M
Investment Counsel Co. of Nevada 4.76% — 7,500 $1.9M
Oakland Financial Corp. 21.50% — 7,500 $1.9M
CMT Capital Markets Trading GmbH 1.12% Reduce -43.8% 7,500 $1.9M
Post Resch Tallon Group Inc. 1.82% — 7,696 $1.9M
Dynamic Technology Lab Private Ltd 0.30% Reduce -63.7% 7,489 $1.9M
Plan Group Financial, LLC 0.99% Reduce -2.0% 7,475 $1.9M
Ascension Capital Advisors, Inc. 0.81% Add +10.0% 7,466 $1.9M
Sippican Capital Advisors 1.36% No change 7,436 $1.9M
Ballew Advisors, Inc 1.19% Add +2.2% 7,944 $1.9M
Pineridge Advisors LLC 0.70% Add +27.5% 7,432 $1.9M
Yost Capital Management, LP 2.07% No change 7,430 $1.9M
Cannon Financial Strategists, Inc. 0.32% Add +8.7% 7,388 $1.9M
Mason & Associates, LLC 0.55% Add +5.8% 7,386 $1.8M
Instrumental Wealth, LLC 1.75% Add +7.4% 7,525 $1.8M
Shore Point Advisors, LLC 0.99% Add +0.0% 7,350 $1.8M
Cypress Point Wealth Management, LLC 0.57% Reduce -29.6% 7,333 $1.8M
GGM Financial LLC 1.96% Add +0.1% 7,332 $1.8M
Blalock Williams, LLC 2.13% — 7,315 $1.8M
Croban 1.79% — 7,299 $1.8M
Smart Money Group LLC 0.63% Add +8.8% 7,291 $1.8M
Robinswood Financial LLC 0.69% Add +0.0% 7,284 $1.8M
Tandem Investment Advisors, Inc. 0.07% Reduce -3.6% 7,252 $1.8M
XTX Topco Ltd 0.15% New 7,251 $1.8M
Rockport Wealth LLC 0.81% Reduce -91.2% 7,480 $1.8M
Hubbell Strickland Wealth Management, LLC 0.86% Reduce -6.1% 7,214 $1.8M
Aufman Associates Inc 1.22% Reduce -1.9% 7,208 $1.8M
Arcadia Wealth Management, Inc. 1.53% — 7,205 $1.8M
Defender Capital, LLC. 0.66% Add +0.0% 7,196 $1.8M
Braun-Bostich & Associates Inc. 1.30% Reduce -0.0% 7,194 $1.8M
Advisory Research Inc. 0.30% Reduce -0.1% 7,190 $1.8M
LMR Partners LLP 0.04% Reduce -81.0% 7,181 $1.8M
Bayshore Asset Management, LLC 0.83% Reduce -0.5% 7,177 $1.8M
SoundView Advisors Inc. 0.74% — 7,172 $1.8M
Disciplined Investments, LLC 0.89% Add +0.7% 7,166 $1.8M
HighMark Wealth Management LLC 1.03% Add +1.9% 7,165 $1.8M
Verde Capital Management 0.51% Add +9.9% 7,152 $1.8M
Asset Allocation Strategies LLC 0.43% Reduce -0.4% 7,548 $1.8M
Barnes Pettey Financial Advisors, LLC 1.36% Reduce -2.0% 7,132 $1.8M
Proquility Private Wealth Partners, LLC 0.57% Reduce -1.0% 7,112 $1.8M
True Wealth Design, LLC 0.69% Add +14.1% 7,109 $1.8M
Riggs Capital Management LLC 1.75% — 7,107 $1.8M
Seneca Financial Advisors LLC 0.88% Add +0.0% 7,101 $1.8M
Kanen Wealth Management LLC 0.66% No change 7,100 $1.8M
Voya Financial Advisors, Inc. 0.19% Add +11.2% 7,048 $1.8M
Financial Sense Advisors, Inc. 0.60% Reduce -2.3% 7,094 $1.8M
Sequent Planning LLC 0.65% Add +10.3% 7,080 $1.8M
Stephenson & Company, Inc. 1.19% Add +1.6% 7,074 $1.8M
Coign Capital Advisors LLC 1.63% — 7,074 $1.8M
Astra Wealth Partners LLC 1.67% — 7,067 $1.8M
Continental Investors Services, Inc. 3.51% Add +0.2% 7,064 $1.8M
Eagle Bluffs Wealth Management LLC 0.95% Add +4.2% 7,061 $1.8M
Mason Investment Advisory Services, Inc. 0.10% Add +1.7% 7,048 $1.8M
Marshall Financial Group Inc. 0.54% Add +0.0% 7,047 $1.8M
Stegent Equity Advisors, Inc. 1.79% Reduce -5.2% 7,035 $1.8M
Fortis Advisors, LLC 1.15% Add +0.3% 7,023 $1.8M
Prentiss Smith & Co. Inc. 1.15% Reduce -2.3% 7,009 $1.8M
Oliver Luxxe Assets LLC 0.32% No change 7,532 $1.8M
City National Bank of Florida 1.60% — 7,003 $1.8M
Jordan Park Group LLC 0.13% Add +0.0% 7,002 $1.8M
Earnest Partners LLC 0.01% Reduce -0.5% 6,984 $1.7M
Newport Capital Group, LLC 1.29% Add +3.1% 6,982 $1.7M
Stone Run Capital, LLC 0.69% Reduce -1.4% 6,980 $1.7M
Aspiring Ventures, LLC 1.10% — 7,597 $1.7M
Shelton Wealth Management, LLC 0.96% Add +0.5% 6,966 $1.7M
Axecap Investments, LLC 1.31% Add +0.1% 6,948 $1.7M
Omega Financial Group, LLC 0.66% Add +5.4% 6,919 $1.7M
Scientech Research LLC 0.49% Add +22.4% 6,913 $1.7M
Truefg, LLC 0.57% Add +28.2% 6,912 $1.7M
Hughes Financial Services, LLC 0.36% — 6,908 $1.7M
Baron Financial Group, LLC 1.07% Add +0.0% 6,901 $1.7M
Covestor Ltd 1.08% Add +2.5% 6,890 $1.7M
Veltria Advisors Corp. 0.72% Add +11.8% 6,888 $1.7M
Highland Financial Advisors, LLC 0.60% Add +10.7% 6,884 $1.7M
IAG Wealth Partners, LLC 0.30% Add +2.8% 6,876 $1.7M
Trellis Wealth Advisors LLC 0.86% No change 6,865 $1.7M
WPG Advisers, LLC 1.60% — 6,865 $1.7M
Sfm, LLC 1.21% Reduce -3.3% 6,857 $1.7M
D. Scott Neal, Inc. 0.94% No change 6,847 $1.7M
Websterrogers Financial Advisors, LLC 0.59% Add +51.7% 6,836 $1.7M
Gibson Wealth Advisors LLC 1.41% Reduce -1.0% 6,829 $1.7M
Cedar Point Capital Partners, LLC 1.15% Add +0.8% 6,805 $1.7M
PFG Private Wealth Management, LLC 0.97% Add +0.1% 6,805 $1.7M
Signal Tree Financial Partners LLC 1.99% — 6,769 $1.7M
SRH Advisors, LLC 0.50% Add +0.0% 6,762 $1.7M
Advisor Resource Council 1.21% Reduce -84.8% 6,758 $1.7M
BCK Capital Management LP 1.23% No change 6,758 $1.7M
5T Wealth, LLC 0.93% — 6,753 $1.7M
Meriwether Wealth & Planning, LLC 1.20% — 6,750 $1.7M
Biltmore Wealth Management, LLC 0.70% Reduce -1.2% 6,746 $1.7M
Cedar Wealth Management, LLC 0.61% Reduce -13.5% 6,745 $1.7M
Financial Guidance Group, Inc. 0.92% No change 6,740 $1.7M
Millington Financial Advisors, LLC 0.98% Add +0.3% 7,393 $1.7M
ARK & TLK Investments, LLC 0.59% Reduce -14.4% 6,725 $1.7M
Quantum Financial Planning Services, Inc. 0.93% — 6,711 $1.7M
Stanich Group LLC 1.25% — 6,696 $1.7M
Unique Wealth Strategies, LLC 0.73% Add +2.0% 6,650 $1.7M
Seneschal Advisors, LLC 1.39% — 6,644 $1.7M
Summit Investment Advisors, Inc. 1.48% — 6,887 $1.7M
Battery Global Advisors, LLC 0.89% Add +0.1% 6,638 $1.7M
Optivise Advisory Services LLC 0.90% Add +23.2% 6,637 $1.7M
LGT Financial Advisors LLC 3.66% Add +6.8% 6,612 $1.7M
Verus Wealth Management, LLC 1.85% — 6,583 $1.6M
Delta Wealth Advisors LLC 1.55% Reduce -0.1% 6,582 $1.6M
Thompson Davis & Co., Inc. 1.06% Add +5.8% 6,570 $1.6M
Kilter Group LLC 1.07% — 6,565 $1.6M
PFS Partners, LLC 0.89% Reduce -0.7% 6,542 $1.6M
Ti-Trust, Inc. 1.10% Reduce -0.8% 6,537 $1.6M
Dynamic Financial Group 1.66% — 6,535 $1.6M
Partners in Financial Planning 0.33% Reduce -3.8% 6,527 $1.6M
Boulder Wealth Advisors, LLC 0.84% Reduce -2.7% 6,504 $1.6M
Alamar Capital Management, LLC 0.89% Reduce -3.2% 6,502 $1.6M
Broadway Wealth Solutions, Inc. 1.23% — 6,502 $1.6M
Martin Worley Group 1.02% — 6,492 $1.6M
Rodgers & Associates, LTD 0.19% Reduce -0.8% 6,491 $1.6M
Adapt Wealth Advisors, LLC 0.80% Add +0.9% 6,481 $1.6M
Broyhill Asset Management, LLC 1.43% — 6,473 $1.6M
USA Financial Formulas 0.25% Reduce -10.9% 6,469 $1.6M
Arkansas Financial Group, Inc. 0.26% Reduce -5.8% 6,465 $1.6M
David Wealth Management LLC 1.34% — 6,462 $1.6M
Tilson Financial Group, Inc. 0.66% Reduce -3.1% 6,455 $1.6M
Lifelong Wealth Advisors, Inc. 0.73% — 6,441 $1.6M
Alternative Investment Advisors, LLC. 0.84% Add +10.2% 6,427 $1.6M
Retirement Investment Advisors, Inc. 0.17% Add +0.6% 6,416 $1.6M
Beacon Harbor Wealth Advisors, Inc. 0.37% Reduce -80.1% 6,407 $1.6M
North Point Portfolio Managers Corp. 0.28% No change 6,401 $1.6M
Stonekeep Investments, LLC 1.19% Reduce -3.9% 6,371 $1.6M
Squire Investment Management Company, LLC 0.70% Add +7.5% 6,371 $1.6M
Ipsen Advisor Group LLC 1.36% — 6,357 $1.6M
Swmg, LLC 0.63% Reduce -2.3% 7,111 $1.6M
Asset Planning Corporation 1.00% Add +3.3% 6,349 $1.6M
Cullen Capital Management, LLC 0.02% Reduce -1.6% 6,344 $1.6M
Tepp RIA, LLC 2.35% — 6,338 $1.6M
Maltin Wealth Management, Inc. 0.78% Add +27.5% 6,330 $1.6M
Global View Capital Management LLC 0.56% — 6,496 $1.6M
Valley Financial Group, Inc. 1.10% Add +0.5% 6,318 $1.6M
Lockerman Financial Group, Inc. 2.69% Reduce -0.9% 6,311 $1.6M
Silver Oak Wealth Advisors Services, LLC 1.37% — 6,302 $1.6M
Heritage Wealth Management, Inc./Texas 0.93% Reduce -5.7% 6,295 $1.6M
Hyperion Capital Advisors LP 0.81% No change 6,293 $1.6M
Altrius Capital Management Inc 0.42% Add +46.4% 6,285 $1.6M
Blue Barn Wealth, LLC 0.82% Add +15.7% 6,237 $1.6M
Whalen Wealth Management Inc. 1.08% Reduce -60.6% 6,220 $1.6M
Ehrlich Financial Group 1.11% Reduce -0.6% 6,218 $1.6M
Yoffe Investment Management, LLC 2.31% — 6,212 $1.6M
Greenhouse Wealth Management, LLC 1.03% Add +1.6% 6,207 $1.6M
Presilium Private Wealth, LLC 0.36% Add +0.4% 6,204 $1.6M
Longview Financial Advisors LLC 1.04% — 6,201 $1.6M
Pacific Asset Management, LLC 1.45% — 6,183 $1.5M
Lutz Financial Services LLC 0.12% Reduce -3.7% 6,151 $1.5M
AMJ Financial Wealth Management 0.43% Reduce -1.4% 6,150 $1.5M
Lighthouse Wealth Management Inc. 1.41% — 6,129 $1.5M
Cornerstone Advisors Asset Management, LLC 0.33% Add +6.5% 6,128 $1.5M
Silver Lake Advisory, LLC 0.67% Add +0.1% 6,123 $1.5M
SpringVest Wealth Management LLC 1.31% — 6,121 $1.5M
Donald L. Hagan, LLC 0.79% Add +0.4% 6,112 $1.5M
Concentric Capital Strategies, LP 0.10% Reduce -96.2% 6,101 $1.5M
Independent Family Office, LLC 0.79% Reduce -7.3% 6,324 $1.5M
Aull & Monroe Investment Management Corp 0.78% Reduce -0.4% 6,078 $1.5M
Mokosak Advisory Group, LLC 0.46% Add +0.1% 6,074 $1.5M
Wheelhouse Advisory Group LLC 0.90% Reduce -0.4% 6,071 $1.5M
Hiley Hunt Wealth Management 0.84% Add +0.5% 6,041 $1.5M
Synergy Investment Management, LLC 0.65% — 6,035 $1.5M
SWS Partners 0.46% Add +57.4% 6,022 $1.5M
Pitti Group Wealth Management, LLC 1.53% Reduce -13.3% 6,009 $1.5M
Mork Capital Management, LLC 0.99% No change 6,000 $1.5M
Castellan Group 0.65% Add +3.3% 5,974 $1.5M
Stamos Capital Partners, L.P. 0.35% Reduce -30.9% 5,960 $1.5M
Sonoma Private Wealth LLC 2.41% Add +7.5% 5,957 $1.5M
Colrain Capital LLC 1.46% — 5,948 $1.5M
Cobblestone Asset Management LLC 0.97% No change 5,947 $1.5M
Atlas Wealth Partners, LLC 1.88% Reduce -1.2% 5,936 $1.5M
Stone House Investment Management, LLC 0.38% Reduce -2.9% 5,936 $1.5M
HC Advisors, LLC 1.19% Add +2.7% 5,920 $1.5M
Prodigy Asset Management LLC 1.26% — 5,889 $1.5M
GG Group Ventures, LLC 1.94% Add +1.8% 5,888 $1.5M
Game Creek Capital, LP 0.81% Reduce -0.8% 5,875 $1.5M
GoalFusion Wealth Management, LLC 0.80% Reduce -4.6% 5,857 $1.5M
Guidance Capital, Inc. 0.45% Add +16.7% 6,573 $1.5M
Bush Investment Group, LLC 1.14% No change 5,846 $1.5M
Red Tortoise LLC 0.77% No change 5,828 $1.5M
Total Wealth Planning, LLC 0.23% Add +11.3% 5,827 $1.5M
Hobart Private Capital, LLC 0.36% Add +24.5% 5,826 $1.5M
Gardner Russo & Quinn 0.02% Reduce -7.5% 5,804 $1.5M
Elite Life Management LLC 4.29% Add +1.4% 5,788 $1.4M
Hilltop Wealth Advisors, LLC 0.73% Add +3.3% 5,783 $1.4M
Your Advocates Ltd., LLP 0.57% Add +0.2% 5,767 $1.4M
Durante & Waters, LLC 1.19% No change 5,762 $1.4M
Vista Finance, LLC 1.48% Reduce -0.7% 5,761 $1.4M
Compton Financial Group, LLC 0.43% Add +5.7% 5,755 $1.4M
Visionary Horizons, LLC 0.95% Add +12.3% 5,753 $1.4M
Ackerman Capital Advisors, LLC 0.38% No change 5,752 $1.4M
Strategic Financial Partners, Ltd. 0.73% Add +41.9% 5,743 $1.4M
Veridan Wealth LLC 0.67% — 6,308 $1.4M
Adalta Capital Management LLC 0.75% No change 5,740 $1.4M
Aquire Wealth Advisors, LLC 0.44% Add +1.1% 5,720 $1.4M
Prism Advisors, Inc. 0.43% Reduce -3.1% 5,718 $1.4M
First Fiduciary Investment Counsel, Inc. 0.29% Add +2.8% 5,715 $1.4M
Hobbs Wealth Management, LLC 1.63% — 5,707 $1.4M
Welch Capital Partners LLC 0.31% Reduce -1.4% 5,685 $1.4M
Prepared Retirement Institute LLC 0.81% Reduce -20.7% 5,668 $1.4M
Black Point Wealth Management 1.64% Reduce -9.6% 5,665 $1.4M
Gold Investment Management Ltd. 0.60% Add +0.1% 5,659 $1.4M
Vermillion & White Wealth Management Group, LLC 1.04% Add +0.1% 5,648 $1.4M
Providence First Trust Co 0.53% Reduce -3.2% 5,644 $1.4M
Higgins & Schmidt Wealth Strategies LLC 0.88% Reduce -10.1% 5,619 $1.4M
Chico Wealth RIA 1.23% Reduce -3.6% 5,611 $1.4M
Regal Partners Ltd 0.14% Add +36.6% 5,600 $1.4M
Caxton Associates LP 0.04% Reduce -14.2% 5,596 $1.4M
Beckerman Institutional, LLC 1.12% Reduce -5.7% 5,587 $1.4M
Clearview Wealth Advisors LLC 1.06% Reduce -0.4% 5,579 $1.4M
Smith Asset Management Co., LLC 1.36% — 5,571 $1.4M
Joel Adams & Associates, Inc. 1.27% — 5,563 $1.4M
Sincerus Advisory, LLC 1.49% — 5,555 $1.4M
Afg Fiduciary Services Limited Partnership 0.99% Add +0.1% 5,848 $1.4M
First Washington CORP 0.49% No change 5,550 $1.4M
DBK Financial Counsel, LLC 1.40% Add +0.1% 5,545 $1.4M
Optimist Retirement Group LLC 0.66% Add +0.1% 5,540 $1.4M
Pacifica Capital Investments, LLC 0.45% No change 5,540 $1.4M
Nova Wealth Management, Inc. 1.20% — 5,538 $1.4M
MBE Wealth Management, LLC 0.78% Reduce -6.1% 5,531 $1.4M
Bare Financial Services, Inc 0.56% No change 5,528 $1.4M
Columbia Advisory Partners LLC 1.29% Reduce -4.5% 5,526 $1.4M
Ninepoint Partners LP 0.22% Add +16.8% 5,511 $1.4M
Fulcrum Equity Management 1.36% Add +1.4% 5,510 $1.4M
Heck Capital Advisors, LLC 0.16% Reduce -0.2% 5,507 $1.4M
Evolution Advisers, Inc. 0.75% No change 5,489 $1.4M
Van Strum & Towne Inc. 0.48% Add +9.0% 5,472 $1.4M
Alpha Financial Partners LLC 1.08% Reduce -12.6% 5,470 $1.4M
Sharkey, Howes & Javer 0.19% Add +7.9% 5,467 $1.4M
Jentner Corp 0.40% Add +0.0% 5,454 $1.4M
Hoge Financial Services, LLC 1.00% Add +9.8% 5,450 $1.4M
Seaside Wealth Management, Inc. 0.50% Add +2.1% 5,442 $1.4M
Genesis Private Wealth, LLC 0.75% — 5,441 $1.4M
Awm Capital, LLC 0.17% Add +9.7% 5,440 $1.4M
Hummer Financial Advisory Services Inc 1.08% No change 5,437 $1.4M
Centricity Wealth Management, LLC 1.27% — 5,422 $1.4M
Copia Wealth Management 1.29% — 5,421 $1.4M
Connective Portfolio Management, LLC 2.02% New 5,420 $1.4M
Credit Industriel Et Commercial 0.48% — 5,420 $1.4M
Cornerstone National Bank & Trust Co 0.62% Reduce -0.4% 5,417 $1.4M
First International Bank & Trust 0.44% Reduce -13.1% 5,404 $1.4M
Sirios Capital Management L P 0.24% Reduce -3.4% 5,372 $1.3M
Flagship Private Wealth, LLC 0.65% Add +0.0% 5,369 $1.3M
Optima Capital LLC 0.92% — 5,353 $1.3M
TSA Wealth Managment LLC 0.54% Add +0.4% 5,288 $1.3M
Priebe Wealth Holdings LLC 0.90% Add +12.0% 5,279 $1.3M
Kraft, Davis & Associates, LLC 0.38% Reduce -7.3% 5,615 $1.3M
Mainsail Financial Group, LLC 0.76% Add +0.0% 5,245 $1.3M
Compass Financial Services Inc 0.74% — 5,241 $1.3M
LWM Advisors Inc. 1.32% — 5,240 $1.3M
Beacon Financial Planning, Inc. 0.76% Add +0.1% 5,239 $1.3M
Guardian Wealth Management, Inc. 0.89% Add +0.1% 5,237 $1.3M
Barnett & Company, Inc. 0.86% Add +8.5% 5,234 $1.3M
Hardin Capital Partners, LLC 0.79% Add +1.6% 5,218 $1.3M
BayBridge Capital Group, LLC 0.95% Add +14.3% 5,213 $1.3M
TrueWealth Financial Partners 0.81% No change 5,210 $1.3M
Curio Wealth, LLC 0.70% — 5,205 $1.3M
JMG Financial Group, Ltd. 0.04% Reduce -4.5% 5,201 $1.3M
O'Keefe Stevens Advisory, Inc. 0.40% Add +24.6% 5,194 $1.3M
Entrewealth, LLC 1.20% — 5,744 $1.3M
Covey Capital Advisors, LLC 1.48% No change 5,187 $1.3M
Timonier Family Office, LTD. 0.67% — 5,181 $1.3M
Sanctuary Wealth Management, L.L.C. 0.86% No change 5,166 $1.3M
Warburton Capital Management, LLC 0.97% — 5,167 $1.3M
Tumwater Wealth Management, LLC 0.67% — 5,139 $1.3M
Portland Investment Counsel Inc. 0.33% No change 5,134 $1.3M
Fairway Wealth LLC 0.58% Add +362.3% 5,118 $1.3M
Albert D Mason Inc. 0.86% Reduce -26.2% 5,115 $1.3M
American Financial & Tax Strategies Inc. 0.66% No change 5,113 $1.3M
Hunter Perkins Capital Management, LLC 0.27% No change 5,111 $1.3M
Greenfield Seitz Capital Management, LLC 0.49% Add +6.2% 5,108 $1.3M
McGrath & Associates, Inc. 2.58% — 5,106 $1.3M
denkapparat Operations GmbH 1.89% — 5,102 $1.3M
Retirement Financial Solutions, LLC 0.69% Reduce -1.3% 5,095 $1.3M
Friday Financial 0.88% — 5,088 $1.3M
New England Professional Planning Group Inc. 0.63% Add +2.7% 5,079 $1.3M
Spurstone Advisory Services, LLC 24.20% — 5,076 $1.3M
Requisite Capital Management, LLC 0.26% New 5,072 $1.3M
Poplar Forest Capital LLC 0.23% No change 5,067 $1.3M
TAGStone Capital, Inc. 0.62% Add +40.0% 5,062 $1.3M
Iron Horse Wealth Management, LLC 0.43% Add +5.2% 5,060 $1.3M
James Reed Financial Services, Inc. 1.32% — 5,048 $1.3M
Beacon Wealthcare LLC 0.51% Reduce -4.9% 5,046 $1.3M
Sheridan Capital Management, LLC 0.89% Add +0.4% 5,045 $1.3M
Wealth Management Nebraska 0.21% — 5,037 $1.3M
Wellment Financial 1.57% — 5,002 $1.3M
Stephen J. Garry & Associates, LLC 1.16% Reduce -18.0% 5,002 $1.3M
Walleye Trading LLC 0.02% No change 5,000 $1.3M
Sagace Wealth Management LLC 0.94% Reduce -7.8% 4,996 $1.3M
Lane Generational LLC 1.22% No change 4,987 $1.2M
Seros Financial, LLC 1.12% — 5,927 $1.2M
Persium Advisors, LLC 1.23% — 4,972 $1.2M
Horizon Bancorp Inc. 0.59% Add +1.8% 4,970 $1.2M
Seven Post Investment Office LP 0.47% Reduce -58.7% 4,951 $1.2M
A&I Financial Services, LLC 1.20% — 4,928 $1.2M
True Vision MN LLC 0.73% Reduce -3.4% 4,928 $1.2M
Keener Financial Planning LLC 0.73% Add +11.7% 4,928 $1.2M
Graver Capital Management, LLC 1.29% — 4,919 $1.2M
Oregon Pacific Wealth Management, LLC 1.21% — 4,910 $1.2M
High Probability Advisors, LLC 0.22% Reduce -1.0% 4,902 $1.2M
Madden Advisory Services, Inc. 0.57% Reduce -1.9% 4,886 $1.2M
Ridgepath Capital Management LLC 0.56% Reduce -19.1% 4,877 $1.2M
Kingdom Financial Group LLC. 0.83% Reduce -0.1% 4,876 $1.2M
Strathmore Capital Advisors, Inc. 0.89% — 4,874 $1.2M
Foundry Partners, LLC 0.06% Add +23.4% 4,870 $1.2M
Merkkuri Wealth Advisors LLC 0.96% Add +0.6% 4,862 $1.2M
AlpenGlobal Capital LLC 0.79% — 4,860 $1.2M
Foundation Wealth Management, LLC\PA 0.59% — 4,840 $1.2M
Michels Family Financial, LLC 1.11% — 4,832 $1.2M
Stordahl Capital Management, Inc. 0.29% Add +7.9% 4,821 $1.2M
Green Alpha Advisors, LLC 0.97% Reduce -6.4% 4,815 $1.2M
Tacita Capital Inc 0.86% Reduce -1.7% 4,809 $1.2M
Asset Allocation & Management Company, LLC 0.66% New 4,800 $1.2M
Reaves W H & Co. Inc. 0.03% No change 4,800 $1.2M
Avant Capital LLC 1.00% — 4,800 $1.2M
Sightline Wealth Advisors, LLC 0.65% Add +0.0% 4,781 $1.2M
Petra Financial Advisors Inc. 0.81% Add +0.6% 4,779 $1.2M
Tandem Wealth Advisors LLC 0.61% Add +3.8% 4,761 $1.2M
Silver Coast Investments LLC 0.45% Reduce -0.5% 4,760 $1.2M
Argyle Capital Management, LLC 0.47% No change 4,745 $1.2M
KOM Wealth Management Group, LLC 0.88% Add +0.1% 4,735 $1.2M
Forte Asset Management LLC 0.63% No change 4,731 $1.2M
Marathon Mission, Inc. 0.80% Reduce -4.1% 4,719 $1.2M
Strategies Wealth Advisors, LLC 0.15% New 4,983 $1.2M
Gruss & Co., LLC 5.02% Add +27.0% 4,700 $1.2M
Grove Street Fiduciary, LLC 0.62% — 4,688 $1.2M
Pachira Investments Inc. 0.72% Add +0.0% 4,648 $1.2M
Kropog Financial Group, LLC 1.07% — 4,676 $1.2M
Partnership Wealth Management, LLC 0.97% Reduce -4.1% 4,674 $1.2M
Topel & Distasi Wealth Management, LLC 0.50% No change 4,673 $1.2M
Great Oak Capital Partners, LLC 0.39% Add +0.1% 4,985 $1.2M
Perkins Capital Management Inc. 1.03% No change 4,650 $1.2M
Friedenthal Financial 0.68% Add +704.1% 4,648 $1.2M
Equita Financial Network, Inc. 0.42% Add +9.0% 4,645 $1.2M
Fusion Family Wealth, LLC 0.11% Add +6.6% 4,626 $1.2M
Plan A Wealth LLC 1.06% — 4,618 $1.2M
Lanham O'Dell & Company, Inc. 1.75% Reduce -4.2% 4,617 $1.2M
Treasure Coast Financial Planning 0.76% Add +0.5% 4,612 $1.2M
SwitchPoint Financial Planning, LLC 1.10% — 4,607 $1.2M
Endowment Wealth Management, Inc. 0.77% Add +0.7% 4,606 $1.2M
Camelot Portfolios, LLC 1.24% Reduce -5.4% 4,593 $1.2M
Hurley Capital, LLC 0.92% — 4,638 $1.1M
James Hambro & Partners LLP 0.05% Reduce -8.6% 4,584 $1.1M
McMill Wealth Management 0.46% — 4,571 $1.1M
von Borstel & Associates, Inc. 0.45% Add +6.6% 4,564 $1.1M
AJ Advisors, LLC 0.59% Add +0.0% 4,547 $1.1M
LFA - Lugano Financial Advisors SA 0.74% Add +3.6% 4,538 $1.1M
Value Partners Investments Inc. 0.64% Add +5.8% 4,541 $1.1M
Luken Investment Analytics, LLC 0.53% No change 4,529 $1.1M
Wealth Watch Advisors, INC 0.70% — 4,783 $1.1M
Boyd Wealth Management, LLC 0.56% Add +0.8% 4,496 $1.1M
Comprehensive Money Management Services LLC 0.93% — 4,494 $1.1M
Keystone Financial Services, LLC 1.02% — 4,454 $1.1M
Innovative Wealth Building LLC 1.01% — 4,450 $1.1M
Gimbal Financial 0.91% Reduce -0.5% 4,435 $1.1M
Spectrum Investment Advisors, Inc. 0.74% Add +0.1% 4,419 $1.1M
Klein Pavlis & Peasley Financial, Inc. 0.89% Reduce -0.9% 4,414 $1.1M
Burk Holdings LLC 0.89% — 4,409 $1.1M
ZynergyRetirementPlanningLLC 0.78% No change 4,734 $1.1M
Axq Capital, LP 0.49% New 4,388 $1.1M
Aigen Investment Management, LP 0.19% New 4,380 $1.1M
XY Planning Network, Inc. 0.82% — 4,376 $1.1M
Unconventional Investor, LLC 0.66% Add +0.0% 4,374 $1.1M
Spectrum Asset Management, Inc. (NB/CA) 0.49% Reduce -0.3% 4,356 $1.1M
Western Financial Corp 0.60% Add +0.0% 4,331 $1.1M
McNamara Financial Services, Inc. 0.25% Reduce -47.0% 4,329 $1.1M
Significant Wealth Partners LLC 0.56% Add +0.7% 4,329 $1.1M
Fairman Group, LLC 0.89% Reduce -8.4% 4,322 $1.1M
Grunden Financial Advisory, Inc. 0.52% Add +34.2% 4,322 $1.1M
Ted Buchan & Co 0.51% Reduce -4.1% 4,314 $1.1M
Crown Oak Advisors, LLC 0.56% New 4,313 $1.1M
Wolverine Asset Management LLC 0.08% New 4,305 $1.1M
Reston Wealth Management LLC 0.40% Reduce -3.5% 4,299 $1.1M
Phillips Wealth Planners LLC 1.07% Reduce -20.3% 4,528 $1.1M
HFG Advisors, Inc. 0.94% Add +3.9% 4,281 $1.1M
Kaufman Rossin Wealth, LLC 1.10% — 4,262 $1.1M
AG Asset Advisory, LLC 1.06% — 4,261 $1.1M
Valued Wealth Advisors LLC 0.67% Add +8.3% 4,260 $1.1M
Rise Advisors, LLC 0.51% Reduce -4.5% 4,254 $1.1M
Solano Wealth Investment Advisors LLC 0.64% — 4,252 $1.1M
Thornburg Investment Management Inc. 0.01% Reduce -48.4% 4,248 $1.1M
Capital A Wealth Management, LLC 1.76% — 4,243 $1.1M
Long Island Wealth Management, Inc. 0.67% Add +1.4% 4,243 $1.1M
BCK Partners, Inc. 0.65% Reduce -2.3% 4,237 $1.1M
Galibier Capital Management Ltd. 0.30% Reduce -24.8% 4,235 $1.1M
Windsor Advisory Group, LLC 1.23% Reduce -21.3% 4,217 $1.1M
Tillman Hartley LLC 0.30% Reduce -8.2% 4,217 $1.1M
Straight Path Wealth Management 0.42% Reduce -0.2% 4,201 $1.1M
Marquette Asset Management, LLC 0.17% Reduce -67.0% 4,181 $1.0M
Passumpsic Savings Bank 0.65% Add +17.7% 4,154 $1.0M
Israel Discount Bank of New York 0.76% Reduce -1.7% 4,151 $1.0M
Shariaportfolio, Inc. 0.49% Add +5.1% 4,149 $1.0M
Semper Augustus Investments 0.19% No change 4,140 $1.0M
Precision Wealth Strategies, LLC 0.80% Add +12.0% 4,133 $1.0M
Monument Group Wealth Advisors, LLC 0.73% Reduce -32.8% 4,124 $1.0M
Penbrook Management LLC 0.70% No change 4,104 $1.0M
Charis Legacy Partners, LLC 2.09% — 4,095 $1.0M
LPWM LLC 0.33% Reduce -0.6% 4,089 $1.0M
LifeGoal Investments, LLC 1.11% — 4,080 $1.0M
Drum Hill Capital, LLC 1.29% — 4,075 $1.0M
ADG Wealth Management Group, LLC 0.91% — 4,075 $1.0M
Legacy Advisory Services, LLC 0.87% Reduce -10.1% 4,056 $1.0M
Ashford Capital Management Inc. 0.12% Reduce -5.2% 4,053 $1.0M
FFG Partners, LLC 0.36% Add +0.7% 4,047 $1.0M
Unison Advisors LLC 0.12% No change 4,046 $1.0M
Two West Capital Advisors LLC 0.87% Add +8.8% 4,036 $1.0M
Clark Wealth Partners 0.78% — 4,031 $1.0M
WealthTrak Capital Management LLC 0.85% — 4,024 $1.0M
ArrowMark Colorado Holdings LLC 0.01% No change 3,992 $1000K
Manuka Financial, LLC 0.67% — 3,990 $999K
Passive Capital Management, LLC. 0.35% Reduce -6.6% 3,983 $997K
Mission Hills Financial Advisory, LLC 0.77% Add +23.3% 3,963 $992K
Mawer Investment Management Ltd. 0.00% Add +33.8% 3,960 $992K
Proathlete Wealth Management LLC 0.37% Add +4.0% 3,952 $989K
Attessa Capital LLC 0.67% — 3,935 $985K
Roble, Belko & Company, Inc 0.16% Add +3.8% 3,926 $983K
Freestate Advisors LLC 1.01% Reduce -1.1% 3,905 $978K
PMV Capital Advisers, LLC 2.63% — 3,901 $977K
Keystone Financial Services 0.37% No change 3,900 $977K
Morningstar Investment Services LLC 0.09% Reduce -94.8% 3,899 $976K
Parkworth Wealth Management, Inc. 0.81% — 3,888 $974K
Emergent Wealth Advisors, LLC 0.70% Add +0.1% 3,864 $968K
Henrickson Nauta Wealth Advisors, Inc. 0.39% Reduce -14.9% 3,859 $966K
Everstar Asset Management, LLC 0.68% Add +7.1% 3,857 $966K
Oak Wealth Advisors LLC 0.74% — 3,855 $965K
Ridgewood Investments LLC 0.47% Add +31.7% 3,852 $965K
Cyr Financial Inc. 0.88% Reduce -4.4% 3,850 $964K
AtlasMark Financial, Inc 0.89% No change 3,848 $964K
Strategic Equity Management 0.40% Add +97.5% 3,831 $959K
Capital Management Corp. 0.17% Add +1.6% 3,822 $957K
Capital CS Group, LLC 1.27% Add +0.2% 3,797 $951K
USAdvisors Wealth Management, LLC 0.31% Reduce -8.2% 3,793 $950K
Treynor Bancshares, Inc. 1.00% Reduce -1.8% 3,790 $949K
Fluent Financial, LLC 0.42% Reduce -3.4% 3,787 $948K
Ball & Co Wealth Management Inc. 0.75% — 3,782 $947K
CMC Financial Group 2.02% Add +0.3% 3,776 $945K
Hanseatic Management Services Inc. 1.20% Add +1.3% 3,775 $945K
Note Advisors, LLC 0.84% — 3,774 $945K
Keeley-Teton Advisors, LLC 0.11% Reduce -0.2% 3,772 $945K
Lowe Wealth Advisors, LLC 0.40% Add +3.4% 3,767 $943K
Sharp Wealth Advisory, LLC 0.72% Reduce -8.2% 3,763 $942K
J2 Capital Management Inc 0.88% — 3,761 $942K
American Alpha Advisors, LLC 0.86% Reduce -6.8% 3,757 $941K
Armor Investment Advisors, LLC 0.39% Add +0.1% 3,748 $939K
Private Wealth Group, LLC 0.46% Reduce -0.2% 3,740 $937K
Parker Financial LLC 0.46% Reduce -1.6% 3,726 $933K
Kieckhefer Group LLC 0.56% — 3,712 $930K
Spectrum Planning & Advisory Services Inc. 0.81% Add +25.4% 3,709 $929K
Archer Investment Management, LLC 0.57% — 3,684 $923K
Keating Investment Counselors Inc. 0.29% Reduce -1.7% 3,682 $922K
Fischer Investment Strategies, LLC 0.73% Add +0.1% 3,671 $919K
Cooksen Wealth, LLC 0.84% No change 3,668 $919K
Kennon-Green & Company, LLC 0.79% Reduce -0.4% 3,664 $918K
LPF Advisors LLC 0.77% Add +60.1% 3,663 $917K
Lam Group, Inc. 0.65% Reduce -5.3% 3,459 $915K
Boston Standard Wealth Management, LLC 0.18% Reduce -3.9% 3,636 $911K
Evergreen Advisors, LLC 0.25% Add +17.1% 3,636 $910K
Innovator Capital Management, LLC 17.90% Add +145.8% 3,631 $909K
Straightline Group LLC 0.60% — 3,628 $908K
Allie Family Office LLC 0.50% Add +4.3% 3,631 $907K
Whitegate Investment Counselors, Inc. 0.31% Add +0.1% 3,606 $903K
Lord & Richards Wealth Management, LLC 1.91% — 3,605 $903K
Horizon Financial Services, LLC 0.51% Add +0.2% 3,602 $902K
Guardian Wealth Advisors, LLC 0.58% Reduce -3.3% 3,601 $902K
Board of the Pension Protection Fund 1.04% — 3,600 $902K
Weybosset Research & Management LLC 0.31% No change 3,588 $899K
Caitlin John, LLC 0.61% Add +0.1% 3,580 $896K
O'Connor Financial Group LLC 0.47% Add +1.2% 3,578 $896K
Scott Capital Advisors, LLC 0.26% Reduce -5.7% 3,821 $896K
Hart & Patterson Financial Group LLC 0.43% Reduce -5.1% 3,574 $895K
Denver PWM, LLC 0.35% Add +0.4% 3,560 $892K
Strengthening Families & Communities, LLC 0.51% Reduce -95.1% 3,558 $891K
Cambridge Capital Management, LLC 0.57% Reduce -6.1% 3,557 $891K
Integras Partners LLC 0.79% — 3,554 $890K
Horizons Wealth Management 0.69% Reduce -2.8% 3,532 $884K
Sage Financial Management Group, Inc. 0.33% Reduce -1.8% 3,513 $880K
Team Financial Group, LLC 0.50% Add +0.1% 3,511 $879K
PDT Partners, LLC 0.08% Reduce -40.1% 3,508 $878K
Whitcomb & Hess, Inc. 0.27% Reduce -0.2% 3,505 $878K
Kiker Wealth Management, LLC 0.71% — 3,502 $877K
Hoya Capital Real Estate, LLC 16.54% No change 3,500 $876K
Silverberg Bernstein Capital Management LLC 0.77% No change 3,500 $876K
Phraction Management LLC 0.33% No change 3,500 $876K
Ulysses Management LLC 0.20% Reduce -30.0% 3,500 $876K
Ironsides Asset Advisors, LLC 0.25% No change 3,497 $876K
Standard Family Office LLC 1.06% No change 3,493 $875K
McCarthy Asset Management, Inc. 0.62% Reduce -77.1% 3,488 $873K
Capstone Capital LLC 0.71% No change 3,486 $873K
MontVue Capital Management, Inc. 0.66% No change 3,476 $870K
Hoese & Co LLP 0.75% Add +164.6% 3,472 $869K
Raub Brock Capital Management LP 0.18% Add +0.1% 3,472 $869K
Siligmueller & Norvid Wealth Advisors LLC 0.37% — 3,458 $866K
City Center Advisors, LLC 0.96% Add +3.3% 3,425 $858K
Aurdan Capital Management, LLC 0.33% — 3,420 $856K
Salzhauer Michael 0.44% No change 3,418 $856K
BG Investment Services, LLC 0.86% — 3,408 $853K
TL Private Wealth 0.38% Add +0.0% 3,584 $852K
Darrow Company, Inc. 0.49% No change 3,401 $852K
Traction Financial Partners, LLC 0.66% Add +2.4% 3,397 $851K
DHK Financial Advisors, Inc. 0.51% No change 3,385 $848K
Signature Resources Capital Management, LLC 0.76% Add +0.1% 3,380 $846K
Legacy Solutions, LLC 0.92% — 3,373 $845K
Forum Private Client Group LLC 0.38% Add +26.0% 3,364 $842K
Brevan Howard Capital Management LP 0.02% New 3,353 $840K
Joule Financial, LLC 0.30% Add +6.0% 3,343 $837K
Enhancing Capital LLC 0.67% — 3,338 $836K
NDWM LLC 0.69% Add +0.1% 3,320 $831K
Mandatum Life Insurance Co Ltd 0.25% Reduce -8.3% 3,318 $831K
Opulen Financial Group LLC 0.75% — 3,316 $830K
BCU Wealth Advisors, LLC 0.47% Add +0.1% 3,306 $828K
Schulz Wealth, LTD. 0.63% Reduce -7.5% 3,301 $827K
Main Line Retirement Advisors, LLC 0.54% Add +1.7% 3,293 $825K
Avid Wealth Partners LLC 0.58% Reduce -10.2% 3,281 $822K
Legacy Wealth Management, LLC 0.05% Add +0.9% 3,277 $821K
Daner Wealth Management, LLC 0.60% — 3,447 $819K
IMG Wealth Management, Inc. 0.76% — 3,264 $817K
Axiom Financial Strategies, LLC 0.46% Reduce -10.9% 3,258 $816K
Ameraudi Asset Management, Inc. 0.45% No change 3,258 $816K
Sound Stewardship, LLC 0.48% Add +2.9% 3,257 $816K
Cavalier Investments, LLC 0.27% Reduce -88.2% 3,249 $814K
Oberweis Asset Management Inc./ 0.04% Reduce -1.5% 3,243 $812K
L.K. Benson & Company, P.C. 0.57% — 3,242 $812K
PMG Wealth Management, Inc. 0.74% — 3,232 $809K
Cornerstone Financial Group, LLC 0.80% — 3,228 $808K
Kinloch Capital, LLC 0.41% Reduce -1.5% 3,227 $808K
Hickory Asset Management, Inc. 0.69% — 3,224 $807K
Manning & Napier Advisors LLC 0.01% Reduce -98.0% 3,220 $806K
Cravens & Co Advisors, LLC 0.61% Reduce -1.2% 3,218 $806K
Level Wealth Management LLC 0.57% — 3,200 $801K
Citrine Capital LLC 0.59% — 3,198 $801K
Ecofi Investissements SA 0.49% Reduce -5.5% 3,450 $800K
Anfield Capital Management, LLC 0.29% Reduce -11.8% 3,196 $800K
Oceanside Advisors LLC 0.60% Add +18.3% 3,191 $799K
Johnson Financial Group, LLC 0.09% Reduce -4.4% 3,164 $792K
Graham Capital Wealth Management, LLC 0.68% No change 3,150 $789K
SRN Advisors, LLC 0.70% Reduce -25.0% 3,147 $788K
Stuart Chaussee & Associates, Inc. 0.19% Add +10.1% 3,137 $785K
Quest 10 Wealth Builders, Inc. 0.78% — 3,134 $785K
Arrien Investments, Inc. 0.56% Reduce -4.3% 3,303 $785K
Clark Estates Inc. 0.15% No change 3,111 $779K
Wall Street Financial Group, Inc. 0.76% Add +29.4% 3,101 $777K
Bluestem Financial Advisors, LLC 0.37% Add +3.1% 3,101 $777K
Legacy Investment Solutions, LLC 0.51% Add +2.3% 3,407 $776K
Legacy Wealth Managment, LLC 0.51% Add +2.3% 3,407 $776K
Watchman Group, Inc. 0.20% Reduce -14.7% 3,084 $772K
Magnolia Wealth Management, LLC 0.54% Reduce -0.2% 3,074 $770K
Boyar Asset Management Inc. 0.51% No change 3,071 $769K
Financial Futures Ltd Liability Co. 0.44% Reduce -5.6% 3,069 $769K
Copley Financial Group, Inc. 0.59% Reduce -4.3% 3,065 $768K
Quarry Hill Advisors, LLC 0.52% No change 3,062 $767K
Tanglewood Wealth Management, Inc. 0.09% Add +27.7% 3,056 $765K
Gleason Group, Inc. 0.13% Reduce -20.3% 3,054 $765K
TKG Advisors, LLC 0.35% Add +28.3% 3,413 $760K
Foundry Financial Group, Inc. 0.47% Add +3.0% 3,013 $755K
Codex Capital Asset Management L.L.C. 0.33% No change 3,000 $751K
Prairiewood Capital, LLC 0.32% No change 2,995 $750K
Walker Financial Services, Inc. 0.44% Add +3.0% 2,989 $749K
VanderPol Investments L.L.C. 1.64% Add +7.4% 2,990 $749K
Quarry LP 0.15% Add +7975.7% 2,988 $748K
Luminvest Wealth Management LLC 0.30% Reduce -18.0% 2,985 $748K
Hapanowicz & Associates Financial Services, Inc 0.38% Add +6.4% 2,982 $747K
Arcadia Wealth Management, LLC 0.38% Reduce -7.2% 2,976 $745K
Investments & Financial Planning, LLC 0.46% Add +0.1% 2,975 $745K
Core Wealth Management, Inc. 0.29% Reduce -0.4% 2,957 $741K
Global Value Investment Corp. 0.79% — 2,955 $740K
Ridgeline Wealth, LLC 0.60% — 2,952 $739K
Schwallier Wealth Management LLC 0.56% Add +9.8% 2,937 $736K
Infinity Wealth Counsel, LLC 0.78% — 2,935 $735K
S&T Bank 0.23% Add +3.3% 2,926 $733K
Investment Planning Advisors, Inc. 0.32% Reduce -2.1% 2,923 $732K
Left Brain Wealth Management, LLC 0.28% Add +2.4% 2,916 $730K
American Asset Management Inc. 0.74% No change 2,910 $729K
Crestmont Private Wealth LLC 0.33% Reduce -8.2% 2,908 $728K
LifeGuide Financial Advisors, LLC 0.31% Add +34.2% 2,906 $728K
Ontario Teachers Pension Plan Board 0.01% New 2,903 $727K
Frontier Asset Management, LLC 0.24% Add +56.0% 2,900 $726K
MTM Financial Group, LLC 0.43% Reduce -9.1% 2,891 $724K
Cadence Wealth Management LLC 0.48% Add +18.9% 2,886 $723K
Dynamic Wealth Strategies, LLC 0.64% Reduce -0.2% 2,884 $722K
Severin Investments, LLC 0.72% — 2,880 $721K
Stonehaven Wealth & Tax Solutions, LLC 0.79% — 2,880 $721K
Moneywise, Inc. 0.36% Reduce -0.3% 2,880 $721K
Tull Financial Group, Inc. 0.43% Add +16.6% 2,874 $720K
Coerente Capital Management 0.13% Reduce -0.3% 2,855 $715K
Twele Capital Management, Inc. 0.15% Reduce -6.9% 2,837 $711K
Dakota Community Bank & Trust NA 3.36% Add +16.3% 2,820 $706K
Mizuho Bank, Ltd. 0.20% No change 2,800 $701K
Kahn Brothers Group Inc. 0.15% Add +12.0% 2,792 $699K
Verisail Partners, LLC 0.33% — 2,789 $698K
Capital Wealth Management, LLC 0.30% Add +0.1% 2,777 $695K
Martel Wealth Advisors LLC 0.13% Reduce -3.0% 2,742 $687K
Riverwater Partners LLC 0.33% Reduce -31.5% 2,731 $684K
Lunt Capital Management, Inc. 0.26% Reduce -1.9% 2,695 $675K
Wallace Hart LLC 0.54% Add +24.2% 2,691 $674K
Northeast Planning Associates, Inc. / NH / 0.70% — 2,688 $673K
PVG Asset Management Corp. 3.18% New 2,685 $672K
Rolek Wealth Management LLC 0.53% — 2,680 $671K
True Link Financial Advisors, LLC 0.06% Add +0.7% 2,652 $664K
Stegner Investment Associates Inc. 0.44% Add +1.0% 2,651 $664K
Yardley Wealth Management LLC 0.32% Add +59.7% 2,717 $663K
Three Cord True Wealth Management, LLC 0.57% — 2,644 $662K
Berkeley, Inc 0.34% Reduce -50.0% 2,643 $662K
Alpha Financial Advisors, LLC 0.30% Reduce -6.7% 2,638 $661K
Sugar Maple Asset Management, LLC 0.50% Reduce -42.5% 2,630 $659K
Consultiva Wealth Management, Corp. 3.30% Add +3650.0% 2,625 $657K
Avalon Advisory Group 0.30% No change 2,622 $657K
PACK Private Wealth, LLC 0.38% No change 2,610 $654K
MAS Advisors LLC 1.10% No change 2,608 $653K
Peloton Wealth Strategists 0.27% Add +10.5% 2,607 $653K
Beddow Capital Management Inc. 0.28% No change 2,600 $651K
Principia Wealth Advisory, LLC 0.61% — 2,589 $648K
Davis Wealth Advisors, LLC 0.71% — 2,578 $646K
Leading Edge Financial Planning LLC 0.21% Reduce -2.6% 2,572 $644K
Erickson Financial Group, LLC 0.46% No change 2,566 $643K
Beacon Financial Strategies CORP 0.43% Reduce -1.2% 2,557 $640K
Financial Architects, LLC 0.41% Reduce -6.3% 2,545 $637K
Sunesis Advisors, LLC 0.39% Add +22.1% 2,541 $636K
Diversified Investment Strategies, LLC 0.41% Reduce -3.1% 2,535 $635K
Laurel Wealth Planning LLC 0.41% Reduce -6.3% 2,513 $629K
Rice Hall James & Associates, LLC 0.03% No change 2,510 $629K
West Tower Group, LLC 1.39% Add +400.0% 2,500 $626K
Knott David M Jr 0.23% No change 2,494 $625K
Louisbourg Investments Inc. 0.16% No change 2,940 $622K
Shearwater Capital LLC 0.42% Reduce -1.4% 2,465 $617K
Vestment Financial LLC 0.47% — 2,535 $616K
Morton Community Bank 0.16% No change 2,444 $612K
Massachusetts Institute of Technology 0.09% New 2,410 $608K
Lauer Wealth, LLC 0.41% Reduce -7.6% 2,421 $606K
Bestgate Wealth Advisors, LLC 1.22% — 2,420 $606K
Harvest Investment Advisors, LLC 0.42% Reduce -33.9% 2,407 $603K
Mizuho Securities Co. Ltd. 9.10% Add +157.0% 2,390 $603K
Dahring | Cusmano LLC 0.55% — 2,406 $603K
Fairholme Capital Management 0.05% No change 2,400 $601K
OneAscent Family Office, LLC 1.09% — 2,395 $600K
Ground Swell Capital, LLC 1.31% Reduce -71.8% 2,394 $600K
AIFG Consultants Ltd. 0.98% Reduce -7.2% 2,388 $598K
Navis Wealth Advisors, LLC 0.65% Add +2.6% 2,387 $598K
LifePlan Financial, LLC 0.53% Reduce -5.2% 2,387 $598K
Versor Investments LP 0.10% New 2,384 $597K
Randolph Co Inc 0.07% Reduce -1.9% 2,365 $592K
Corrado Advisors, LLC 0.38% Reduce -9.2% 2,356 $590K
Southern Style Financial, Inc. 0.48% — 2,345 $588K
Arlington Capital Management, Inc. 0.40% Reduce -6.6% 2,338 $586K
Jordan Park Trust Co LLC 0.49% — 2,334 $584K
VERITY Wealth Advisors 0.42% No change 2,318 $580K
Absolute Capital Management, LLC 0.32% Reduce -4.5% 2,300 $580K
Scholtz & Company, LLC 0.28% Reduce -33.1% 2,307 $578K
Keene & Associates, Inc. 0.46% Add +8.1% 2,293 $574K
Leverty Financial Group, LLC 0.29% Reduce -13.4% 2,270 $568K
Global Wealth Management, LLC 0.36% Add +0.1% 2,251 $564K
Inlight Wealth Management, LLC 0.33% — 2,249 $563K
Sherbrooke Park Advisers LLC 0.18% Add +26.1% 2,231 $559K
Semmax Financial Advisors Inc. 0.15% Add +11.8% 2,288 $553K
Sachem Hill LLC 0.12% No change 2,201 $551K
Andina Capital Management, LLC 0.45% Reduce -3.0% 2,195 $550K
O'Neil Global Advisors, Inc. 0.16% Reduce -94.1% 2,190 $548K
Beacon Capital Management, Inc. 0.02% Reduce -2.0% 2,174 $545K
Goodwin Investment Advisory 0.28% Add +0.7% 2,172 $544K
Hibernia Wealth Partners, LLC 0.41% Reduce -82.9% 2,151 $539K
Balanced Rock Investment Advisors LLC 0.43% Add +4.8% 2,149 $538K
Horizon Advisory Services, Inc. 0.31% Reduce -3.4% 2,148 $538K
Continuum Wealth Advisors, LLC 0.27% Add +14.1% 2,141 $536K
Kiely Wealth Advisory Group, Inc. 0.34% No change 2,353 $536K
One Wealth Map LLC 0.33% Reduce -11.1% 2,180 $535K
Orcam Financial Group 0.52% Reduce -1.0% 2,127 $533K
NorthLanding Financial Partners, LLC 0.54% Add +0.1% 2,122 $531K
Hassell Wealth Management, LLC 0.21% Add +0.1% 2,209 $526K
Martin Capital Partners, LLC 0.62% Reduce -37.0% 2,100 $526K
NFC Investments, LLC 0.15% No change 2,100 $526K
Kraft Asset Management, LLC 0.41% Reduce -4.4% 2,205 $525K
Atlantic Private Wealth, LLC 0.39% Add +18.2% 2,089 $523K
Trademark Financial Management, LLC 0.41% Reduce -2.7% 2,086 $522K
GatePass Capital, LLC 0.58% — 2,085 $522K
Aspect Partners, LLC 0.30% Reduce -0.8% 2,067 $518K
Carolina Wealth Advisors, LLC 0.28% Reduce -40.9% 2,062 $516K
BFI Infinity Ltd. 0.56% — 2,060 $516K
New Harbor Financial Group, LLC 0.15% Reduce -1.0% 2,052 $514K
Fiduciary Family Office, LLC 0.15% Reduce -99.5% 2,052 $514K
Envision Financial LLC 0.41% — 2,043 $512K
Theory Financial LLC 0.21% Add +97.0% 2,031 $509K
Stack Financial Management, Inc 0.05% Reduce -3.8% 2,021 $506K
Marmo Financial Group, LLC 0.27% Add +2.1% 2,018 $505K
Dean, Jacobson Financial Services, LLC 0.39% Add +2.9% 2,013 $504K
Intrinsic Value Partners, LLC 0.51% No change 2,012 $504K
Kathleen S. Wright Associates Inc. 0.21% Add +11.1% 2,000 $501K
BancFirst Trust & Investment Management 0.23% No change 1,983 $500K
Corepath Wealth Partners LLC 0.49% Reduce -18.2% 2,144 $500K
IFS Advisors, LLC 0.39% Add +12.8% 1,996 $500K
swisspartners Advisors Ltd 0.54% No change 2,188 $497K
Investment Management Corp. /Va/ 0.44% — 1,982 $496K
FSA Investment Group, LLC 0.43% — 2,123 $495K
Twin City Private Wealth, LLC 0.44% Add +96.6% 1,974 $494K
Adaptive Financial Consulting, LLC 0.20% Reduce -7.1% 1,967 $493K
Columbia River Financial Group, LLC 0.34% — 1,968 $492K
ArborFi Advisors, LLC 0.49% — 1,963 $492K
Beaumont Asset Management, L.L.C. 0.28% Reduce -1.5% 1,960 $491K
Conscious Wealth Investments, LLC 0.33% Add +0.4% 2,126 $489K
Stage Harbor Financial, LLC 0.42% Reduce -11.8% 1,938 $485K
Kickstand Ventures, Llc. 0.12% Reduce -8.8% 1,934 $484K
Idaho Trust Co 0.24% Reduce -29.3% 1,933 $484K
Advantage Trust Co 0.27% Reduce -11.9% 1,855 $465K
GEN Financial Management, INC. 0.30% — 1,847 $462K
Williamson Legacy Group, LLC 0.31% Reduce -27.1% 1,836 $460K
Ironwood Investment Management LLC 0.23% No change 1,836 $460K
Kitching Partners, LLC 0.58% Add +30.6% 1,820 $456K
E Fund Management (Hong Kong) Co., Ltd. 0.36% Add +2162.5% 1,810 $453K
ESL Trust Services, LLC 0.10% Add +28.5% 1,802 $451K
Brown Financial Advisory 0.32% Add +31.7% 1,798 $450K
AF Advisors, Inc. 0.06% Add +0.1% 1,794 $449K
William B. Walkup & Associates, Inc. 0.28% Add +0.8% 1,789 $448K
Gutierrez Wealth Advisory, LLC 0.37% — 1,783 $446K
Swan Global Investments, LLC 0.02% Add +72.7% 1,777 $445K
Strategent Financial, LLC 0.44% — 1,762 $441K
Babb Wealth Advisors LLC 0.35% — 1,745 $437K
DORVAL Corp 0.17% Add +2.3% 1,739 $435K
Contravisory Investment Management, Inc. 0.09% Add +11.1% 1,737 $435K
Jim Saulnier & Associates, LLC 0.38% Add +1.2% 1,736 $435K
Livelsberger Financial Advisory 20.30% Add +0.1% 1,731 $433K
Mendota Financial Group, LLC 0.28% Reduce -25.2% 1,728 $433K
Schiavi & Co LLC 0.17% Reduce -1.9% 1,715 $429K
FLP Wealth Management, LLC 1.09% — 1,708 $428K
Deane Retirement Strategies, Inc. 0.21% No change 1,704 $427K
Richardson Capital Management LLC 0.27% No change 1,694 $424K
Marathon Strategic Advisors, LLC 0.46% Reduce -1.2% 1,685 $422K
Buska Wealth Management, LLC 0.13% No change 1,680 $421K
Ciovacco Capital Management LLC 0.24% Reduce -0.1% 1,675 $420K
Brighton Securities Corp. 0.20% — 1,672 $419K
North Ridge Wealth Advisors, Inc. 0.29% Reduce -12.2% 1,670 $418K
Arbor Wealth Advisors LLC 0.37% Add +13.7% 1,657 $415K
Jacobson & Schmitt Advisors, LLC 0.08% No change 1,651 $413K
McCarthy & Cox 0.14% Reduce -6.8% 1,647 $412K
Cultivar Capital, Inc. 0.36% No change 1,638 $410K
KMT Wealth Management, LLC 0.33% — 1,633 $409K
Letson Investment Management, Inc. 0.16% Add +4.8% 1,624 $407K
Portland Financial Advisors Inc 1.09% — 1,622 $406K
Eq Wealth Advisors, LLC 0.39% — 1,620 $406K
Citadel Investment Advisory, Inc. 0.21% No change 1,600 $401K
Parkwoods Wealth Partners, LLC 0.32% Add +1.3% 1,597 $400K
Wise Wealth Partners 0.99% — 1,595 $400K
ArchPoint Investors 0.13% No change 1,586 $397K
Alexander Randolph Advisory, Inc. 0.37% Reduce -14.5% 1,585 $397K
Pacific Wealth Management 0.21% No change 1,580 $396K
Breakwater Investment Management 0.17% Reduce -14.7% 1,566 $392K
BCR Wealth Strategies, LLC 0.18% Add +1.6% 1,562 $391K
Uptown Financial Advisors LLC 0.42% — 1,545 $387K
Meixler Investment Management, Ltd. 0.29% Reduce -6.7% 1,542 $386K
Kagan Cocozza Asset Management 0.32% — 1,540 $386K
Peirce Capital Management, LLC 0.20% No change 1,540 $386K
Envision Financial Planning, LLC 0.20% Add +28.4% 1,536 $385K
Randall & Associates Wealth Management 0.32% New 1,535 $384K
Catherine Avery Investment Management LLC 0.34% — 1,533 $384K
Vannoy Advisory Group, Inc. 0.29% No change 1,532 $384K
Retirement Wealth Solutions LLC 0.32% — 1,618 $383K
Revere Asset Management, Inc 0.32% Add +17.2% 1,529 $383K
Kings Path Partners LLC 0.16% No change 1,527 $382K
Hillcrest Wealth Advisors - NY, LLC 0.18% Reduce -0.1% 1,513 $379K
Alpha Omega Group, Inc. 0.44% Reduce -2.1% 1,507 $377K
Family CFO Inc 0.21% Add +69.3% 1,507 $377K
Socha Financial Group, LLC 0.18% Add +7.2% 1,506 $377K
MilWealth Group LLC 0.10% No change 1,501 $376K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.06% No change 1,500 $376K
EMC Capital Management 0.21% Add +65.4% 1,475 $369K
CenterStar Asset Management, LLC 0.81% New 1,474 $369K
Sharpepoint LLC 0.33% — 1,472 $369K
Disciplined Growth Investors Inc. 0.01% No change 1,464 $367K
Capital Wealth Alliance, LLC 0.21% Add +3.8% 1,457 $365K
Cove Street Capital, LLC 0.42% No change 1,450 $363K
First Wilshire Securities Management Inc. 0.10% Reduce -1.0% 1,448 $363K
Atlas Financial Advisors, Inc. 0.56% Reduce -49.8% 1,438 $360K
True Freedom Investing, LLC 0.16% — 1,434 $359K
Farringdon Capital, Ltd. 0.15% — 1,430 $358K
Cornerstone Management, Inc. 0.07% Add +39.6% 1,427 $357K
Acute Investment Advisory, LLC 0.39% Reduce -13.5% 1,426 $357K
Kirr Marbach & Co. LLC 0.08% Reduce -6.6% 1,422 $356K
Bay Harbor Wealth Management, LLC 0.12% Reduce -1.5% 1,421 $356K
Tme Financial, Inc. 0.33% — 1,522 $355K
Asset Planning Services Inc. /La/ 0.17% No change 1,408 $353K
Lee, Kelleher & Klein Wealth Management 0.25% — 1,407 $352K
Bullseye Investment Management, LLC 0.25% New 1,445 $352K
Financial Life Advisors 0.13% Add +11.3% 1,405 $352K
Hippocratic Financial Advisors, LLC 0.24% — 1,395 $349K
ARK Investment Management 0.00% Add +194.1% 1,394 $349K
Bear Mountain Capital, Inc. 0.14% Add +14.4% 1,559 $349K
OxenFree Capital LLC 0.26% Add +0.5% 1,384 $347K
Conestoga Capital Advisors, LLC 0.00% No change 1,380 $346K
Burrus Financial Services, Inc. 0.18% Add +0.1% 1,379 $345K
Tassel Capital Management, Inc. 0.31% — 1,375 $344K
Platt Investment Counsel, LLC 0.33% Reduce -7.5% 1,375 $344K
GQG Partners LLC 0.00% Reduce -28.8% 1,363 $341K
F&V Capital Management, LLC 0.09% Reduce -12.9% 1,355 $339K
Chesapeake Capital Corp. 0.34% Reduce -56.2% 1,353 $339K
MKD Wealth Coaches, LLC 0.34% — 1,352 $339K
SigFig Wealth Management, LLC 0.01% No change 1,780 $338K
Templeton & Phillips Capital Management, LLC 0.27% No change 1,340 $336K
Brooklyn FI, LLC 0.11% Reduce -10.5% 1,335 $334K
Red Spruce Capital, LLC 0.15% New 1,323 $331K
American Capital Management Inc. 0.01% No change 1,316 $330K
Mane Global Capital Management LP 0.01% Reduce -98.2% 1,313 $329K
Summit Investment Advisory Services, LLC 0.17% No change 1,311 $328K
Fortitude Financial, LLC 0.18% — 1,308 $328K
Bernzott Capital Advisors 0.16% New 1,304 $327K
Samjo Management, LLC 0.12% No change 1,280 $321K
ONE Advisory Partners, LLC 0.14% Reduce -0.9% 1,266 $317K
Salus Financial Advisors, LLC 0.25% — 1,261 $316K
Family Wealth Partners, LLC 0.15% Reduce -61.4% 1,257 $315K
Compass Financial Group, Inc. 0.15% No change 1,249 $313K
Potomac Fund Management Inc. 0.02% — 1,247 $312K
Members Advisory Group LLC 0.13% Add +0.1% 1,239 $311K
Amara Financial, Llc. 0.29% Add +0.1% 1,239 $310K
Investment Management Associates Inc. 0.14% Reduce -3.6% 1,235 $309K
Stuart Investment Advisors, Inc. 0.16% Add +0.1% 1,216 $304K
R.m.sincerbeaux Capital Management LLC 0.18% Reduce -14.1% 1,214 $304K
AlphaQ Advisors LLC 0.83% No change 1,209 $303K
Fee-Only Financial Planning, L.C. 0.19% No change 1,202 $301K
Safir Wealth Advisors, LLC 0.23% No change 1,200 $301K
Accordant Advisory Group Inc 0.29% Reduce -14.4% 1,184 $296K
Thor Investment Management Inc. /Oh/ 0.23% Reduce -2.3% 1,182 $296K
Savior LLC 1.69% No change 1,177 $295K
Virtus Family Office LLC 0.37% Reduce -44.3% 1,169 $293K
Cambria Investment Management, L.P. 0.02% New 1,166 $292K
Mills Wealth Advisors LLC 0.17% Add +10.0% 1,165 $292K
Schaeffer Financial LLC 0.29% No change 1,157 $290K
Sims Investment Management, LLC 0.16% — 1,155 $289K
Midwest Heritage Bank, FSB 0.13% Reduce -0.4% 1,155 $289K
ETF Store, Inc. 0.36% Reduce -38.3% 1,153 $289K
Towneley Capital Management, Inc / DE 0.07% New 1,153 $289K
Hanover Advisors Inc. 0.12% No change 1,146 $287K
Marathon Trading Investment Management LLC 0.05% Reduce -92.4% 1,124 $281K
Granger Management LLC 0.06% Reduce -94.9% 1,100 $276K
FNY Investment Advisers, LLC 0.14% New 1,100 $275K
FIDELIS iM, LLC 0.13% No change 1,096 $274K
Luminist Capital LLC 0.48% — 1,088 $272K
Cardinal Capital Management, Inc. 0.01% Reduce -7.7% 1,085 $272K
VanWeelden Wealth Management, LLC 0.24% — 1,077 $270K
Applied Capital LLC 0.14% Reduce -6.8% 1,075 $269K
Bulldog Investors, LLP 0.07% New 1,100 $269K
Brookmont Capital Management 0.14% Add +14.5% 1,065 $267K
Aurelius Family Office LLC 0.13% — 1,057 $265K
Gator Capital Management, LLC 0.10% New 1,052 $263K
Robotti Robert 0.05% Add +0.1% 1,049 $263K
Chartist Inc. 0.14% Reduce -1.7% 1,049 $263K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.19% No change 1,040 $260K
Journey Beyond Wealth, LLC 0.24% — 1,030 $258K
Brewster Financial Planning LLC 0.19% New 1,013 $254K
Ridgeline Wealth Planning, LLC 0.24% — 1,007 $252K
Axim Planning & Wealth 0.27% Reduce -8.0% 1,000 $250K
Sherwood Financial Partners, LLC 0.25% — 999 $250K
Triune Financial Partners, LLC 0.08% Add +0.1% 981 $246K
Keystone Financial Group, Inc. 0.20% — 977 $245K
Sage Financial Group Inc. 0.02% No change 977 $245K
Triasima Portfolio Management inc. 0.05% New 970 $243K
Zimmermann Investment Management & Planning LLC 10.65% — 964 $242K
Causeway Capital Management LLC 0.01% Add +2.3% 961 $241K
Qube Research & Technologies Ltd 0.00% Reduce -99.9% 941 $236K
SIMA Wealth Partners, LLC 0.20% No change 938 $235K
Sterling Investment Advisors LLC 0.14% No change 928 $232K
Compass Investment Advisers LLC 0.67% — 927 $232K
LBJ Family Wealth Advisors, Ltd. 0.14% Reduce -3.1% 915 $229K
Redmont Wealth Advisors LLC 0.40% No change 914 $229K
Allodium Investment Consultants, LLC 0.19% — 912 $228K
Williams Financial, LLC 0.14% Reduce -2.4% 908 $227K
Piedmont Capital Management, LLC 0.14% No change 930 $227K
Define Financial, LLC 0.17% — 899 $225K
XY Capital Ltd 0.25% New 889 $223K
Scratch Capital LLC 0.27% — 884 $221K
ALM First Financial Advisors, LLC 0.05% New 1,050 $218K
Sequent Asset Management, LLC 0.11% New 864 $216K
BCO Wealth Management LLC 0.18% — 850 $213K
Parametrica Management Ltd 0.28% New 844 $211K
Tranquilli Financial Advisor LLC 0.13% New 844 $211K
Van Den Berg Management I, Inc. 0.06% New 837 $210K
Emory University 0.30% New 826 $207K
Perritt Capital Management Inc 0.11% Add +9.3% 821 $206K
Ruane, Cunniff & Goldfarb L.P. 0.00% New 821 $206K
Fiduciary Advisors, Inc. 0.20% — 812 $203K
Sebold Capital Management, Inc. 0.14% New 811 $203K
Independence Asset Advisors, LLC 0.94% New 802 $202K
BIT Capital GmbH 0.02% Reduce -82.0% 807 $202K
Ghe, LLC 0.08% New 800 $200K
Clarity Asset Management, Inc. 0.13% No change 792 $198K
TT Capital Management LLC 0.15% — 818 $188K
Mountain Hill Investment Partners Corp. 0.18% — 716 $179K
MidAtlantic Capital Management, Inc. 0.13% No change 688 $172K
Cordant, Inc. 0.09% No change 678 $170K
Disciplined Equity Management, Inc. 0.11% No change 666 $167K
10Elms LLP 0.20% — 650 $163K
Midwest Capital Advisors, LLC 0.11% — 603 $151K
Sellwood Investment Partners LLC 0.08% — 589 $147K
Grayhawk Investment Strategies Inc. 0.28% No change 588 $147K
Disciplina Capital Management LLC 0.02% Add +0.2% 586 $147K
Collier Financial 0.13% — 561 $140K
Winnacle Wealth LLC 0.11% — 445 $111K
Access Investment Management LLC 0.03% No change 417 $104K
Talon Private Wealth, LLC 0.02% Reduce -48.6% 406 $102K
BOCHK Asset Management Ltd 0.03% Reduce -42.9% 400 $100K
Compass Planning Associates Inc 0.10% — 383 $96K
Bayforest Capital Ltd 0.11% — 355 $89K
Financially Speaking Inc 0.06% — 333 $83K
Teachers Insurance & Annuity Association of America 0.11% No change 330 $83K
Morgan Dempsey Capital Management LLC 0.03% No change 330 $83K
Pillar Financial Advisors, LLC 0.06% — 328 $82K
PayPay Securities Corp 3.55% Reduce -18.4% 327 $82K
Christopher J. Hasenberg, Inc 0.03% Add +0.3% 307 $77K
LSV Asset Management 0.00% New 260 $65K
Conquis Financial LLC 0.06% — 251 $63K
Geo Capital Gestora de Recursos Ltd 0.08% Reduce -6.5% 246 $62K
Lanark Financial, Inc. 3.21% — 139 $35K
Avenir Tech Ltd 0.00% No change 100 $25K
Drystone LLC 0.02% — 98 $25K
Longfellow Investment Management Co. LLC 0.01% No change 81 $20K
Anderson Financial Strategies, LLC 0.01% — 49 $12K
ROSS\JOHNSON & Associates LLC 0.06% — 10 $3K
Berkshire Capital Holdings Inc. 0.00% No change 10 $3K
Capco Asset Management, LLC 0.00% No change 8 $2K
AlphaQuest LLC 0.00% Reduce -99.7% 6 $2K
PEAK6 LLC 0.00% — 3 $833
Eisler Capital Management Ltd. 0.00% — 1 $244

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