AppleAAPL

13F holders, Q2 2025 (June 30)
5,597holders −8
110new positions
116sold out
23famous investors
$203.62avg. 13F price*

At the end of Q2 2025, 5,597 institutions reported holding Apple Inc. (AAPL) in their 13F filings, down 8 from Q1 2025. 110 opened new positions and 116 sold out. The largest holders were Vanguard Group Inc. ($290.5B), BlackRock, Inc. ($235.7B) and State Street Corp. ($123.4B). 23 famous investors held it, including Duan Yongping (62.5% of H&H International Investment's portfolio), Warren Buffett (22.3% of Berkshire Hathaway's portfolio) and Ken Fisher (4.4% 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions110$1.7B
Exits116$6.3B

All 13F filers, Q1 2025 → Q2 2025: 384,180,546 shares bought and 274,109,392 shares sold, net +110,071,154 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5,597 holders

Vanguard Group Inc. 4.70% Add +1.1% 1,415,932,804 $290.5B
BlackRock, Inc. 4.52% Add +0.8% 1,148,838,990 $235.7B
State Street Corp. 4.63% Add +0.9% 601,249,995 $123.4B
Geode Capital Management, LLC 5.08% Add +1.4% 354,749,794 $72.5B
FMR LLC 3.56% Reduce -6.5% 306,758,594 $62.9B
Berkshire Hathaway 22.31% Reduce -6.7% 280,000,000 $57.4B
Morgan Stanley 3.12% Reduce -3.3% 233,198,646 $47.8B
JPMorgan Chase & Co. 3.03% Add +8.0% 214,606,399 $44.0B
T. Rowe Price Associates Inc. 4.72% Reduce -5.6% 202,720,404 $41.6B
Norges Bank 4.86% Add +4.4% 189,804,820 $38.9B
Northern Trust Corp. 4.69% Reduce -1.3% 166,268,524 $34.1B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 5.00% Add +799.6% 120,280,483 $24.7B
Bank of America Corp. 1.94% Reduce -4.2% 116,858,984 $24.0B
Legal & General Group Plc 5.48% Reduce -4.4% 107,653,328 $22.1B
Charles Schwab Investment Management Inc. 3.55% Add +2.7% 100,179,593 $20.6B
Bank of New York Mellon Corp 3.81% Reduce -7.3% 98,199,123 $20.1B
Goldman Sachs Group Inc. 3.02% Add +1.9% 90,922,060 $18.7B
Wellington Management Group LLP 2.85% Reduce -7.3% 76,449,371 $15.7B
Nuveen, LLC 4.31% Reduce -3.6% 75,800,305 $15.6B
Invesco Ltd. 2.48% Add +6.0% 70,901,121 $14.5B
Amundi 4.91% Reduce -2.5% 66,459,700 $14.1B
Royal Bank of Canada 2.42% Reduce -4.2% 60,615,088 $12.4B
Wells Fargo & Company 2.62% Add +0.6% 57,763,731 $11.9B
Dimensional Fund Advisors LP 2.71% Add +1.2% 57,085,609 $11.7B
UBS Group AG 2.32% Reduce -10.9% 54,134,464 $11.1B
Fisher Asset Management 4.36% Add +0.5% 53,555,986 $11.0B
Capital International Investors 1.86% Reduce -8.3% 52,350,493 $10.7B
Deutsche Bank AG 3.77% Add +4.8% 49,790,911 $10.2B
Barclays PLC 3.77% Add +0.2% 45,525,742 $9.3B
Swiss National Bank 5.59% Add +7.2% 45,473,468 $9.3B
Ameriprise Financial Inc. 2.26% Reduce -1.4% 44,661,469 $9.2B
Franklin Resources Inc. 2.44% Reduce -4.8% 44,185,482 $9.1B
Capital Research Global Investors 1.72% Reduce -13.8% 41,748,081 $8.6B
HSBC Holdings PLC 5.22% Reduce -2.5% 39,679,662 $8.1B
California Public Employees Retirement System 4.79% Add +5.7% 36,643,039 $7.5B
Sumitomo Mitsui Trust Group, Inc. 4.67% Add +1.6% 36,511,452 $7.5B
H&H International Investment 62.47% Add +2.6% 35,118,607 $7.2B
Jennison Associates LLC 3.94% Reduce -11.4% 32,412,407 $6.7B
Mitsubishi UFJ Asset Management Co., Ltd. 4.80% Add +6.8% 29,304,156 $6.0B
Raymond James Financial Inc. 2.06% Reduce -0.7% 29,215,988 $6.0B
National Pension Service 5.10% Add +0.8% 28,813,985 $5.9B
American Century Companies Inc. 3.19% Reduce -8.9% 28,505,744 $5.8B
Alliancebernstein L.P. 1.90% Add +0.7% 28,396,851 $5.8B
Rhumbline Advisers 4.97% Reduce -1.1% 28,265,971 $5.8B
Janus Henderson Group PLC 2.84% Reduce -4.7% 28,226,446 $5.8B
Bank of Montreal 2.89% Add +1.6% 27,791,939 $5.7B
Arrowstreet Capital, Limited Partnership 3.66% Reduce -8.3% 25,241,600 $5.2B
Massachusetts Financial Services Co. 1.64% Reduce -3.3% 25,119,076 $5.2B
State Farm Mutual Automobile Insurance Co. 4.54% Reduce -1.0% 25,029,759 $5.1B
California State Teachers Retirement System 5.37% Add +0.3% 23,559,112 $4.8B
Citigroup Inc. 3.31% Reduce -5.1% 23,125,776 $4.7B
Canada Pension Plan Investment Board 4.03% Add +16.5% 22,943,811 $4.7B
Nordea Investment Management AB 4.13% Add +3.4% 22,268,852 $4.5B
Capital World Investors 0.64% Reduce -46.1% 21,559,620 $4.4B
LPL Financial LLC 1.47% Add +5.4% 21,497,413 $4.4B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 4.59% Reduce -18.2% 21,389,390 $4.4B
Principal Financial Group Inc. 2.32% Add +0.1% 21,378,416 $4.4B
Assenagon Asset Management S.A. 6.85% Add +17.4% 21,028,504 $4.3B
BNP Paribas Financial Markets 3.21% Add +10.1% 19,749,991 $4.1B
PNC Financial Services Group, Inc. 2.53% Reduce -0.5% 19,111,492 $3.9B
Victory Capital Management Inc. 2.56% Add +69.4% 19,007,062 $3.9B
Swedbank AB 4.39% Reduce -0.7% 19,044,661 $3.9B
New York State Common Retirement Fund 5.12% Reduce -0.7% 18,749,075 $3.8B
National Bank of Canada 4.11% Add +22.9% 18,592,328 $3.8B
Neuberger Berman Group LLC 2.62% Reduce -0.4% 16,611,145 $3.4B
Fayez Sarofim & Co 7.78% Reduce -6.6% 15,735,811 $3.2B
Mariner, LLC 4.66% Add +8.9% 15,727,127 $3.2B
Aberdeen Group plc 5.44% Add +5.0% 15,985,339 $3.2B
TD Asset Management Inc 2.71% Reduce -15.1% 15,468,657 $3.2B
Manufacturers Life Insurance Company, The 2.85% Reduce -10.6% 15,378,387 $3.2B
Prudential Financial Inc. 4.07% Add +2.9% 15,356,543 $3.2B
Schroder Investment Management Group 2.62% Reduce -5.8% 15,124,168 $3.1B
Clearbridge Investments, LLC 2.52% Add +1.5% 15,109,464 $3.1B
CANADA LIFE ASSURANCE Co 4.84% Add +1.2% 14,868,956 $3.1B
Voya Investment Management LLC 3.45% Reduce -7.9% 14,666,330 $3.0B
State Board of Administration of Florida Retirement System 5.21% Add +0.5% 14,309,174 $2.9B
Adage Capital Partners Gp, L.L.C. 4.64% Reduce -1.5% 13,410,379 $2.8B
Robeco Institutional Asset Management B.V. 4.36% Add +6.0% 13,138,933 $2.7B
SG Americas Securities, LLC 12.03% Reduce -21.7% 13,116,660 $2.7B
Sanders Capital, LLC 3.57% Reduce -9.5% 12,974,887 $2.7B
Bank of Nova Scotia 5.43% Add +16.7% 12,873,219 $2.6B
Russell Investments Group, Ltd. 3.34% Reduce -0.1% 12,757,716 $2.6B
Envestnet Asset Management Inc. 0.76% Add +1.3% 12,733,860 $2.6B
New York State Teachers Retirement System 5.43% Reduce -0.1% 12,648,833 $2.6B
Ensign Peak Advisors, Inc 4.25% Reduce -4.8% 12,096,746 $2.5B
Lazard Asset Management LLC 3.70% Reduce -0.5% 11,805,502 $2.4B
Allianz Asset Management GmbH 3.19% Add +8.4% 11,628,103 $2.4B
D. E. Shaw & Co. 2.53% Add +104.3% 11,618,867 $2.4B
Bessemer Group Inc. 3.84% Add +2.8% 11,532,638 $2.4B
Aviva PLC 4.87% Add +6.7% 11,488,541 $2.4B
Stifel Financial Corp. 2.28% Reduce -0.9% 11,419,668 $2.3B
Danske Bank A/S 5.81% Add +13.3% 11,403,108 $2.3B
Commonwealth Equity Services, LLC 3.07% Reduce -5.3% 11,320,083 $2.3B
ProShare Advisors LLC 4.59% Add +5.5% 11,219,682 $2.3B
Korea Investment CORP 5.09% Reduce -3.0% 11,146,008 $2.3B
HighTower Advisors, LLC 2.81% Reduce -0.8% 10,935,498 $2.2B
Universal- Beteiligungs- und Servicegesellschaft mbH 4.05% Add +1.9% 10,905,219 $2.2B
CIBC Private Wealth Group LLC 3.97% Reduce -0.7% 10,821,497 $2.2B
DekaBank Deutsche Girozentrale 3.93% Add +9.8% 10,884,086 $2.2B
US Bancorp \de 2.76% Reduce -2.2% 10,690,172 $2.2B
Corient Private Wealth LP 2.81% Reduce -9.9% 10,282,657 $2.1B
FIL Ltd 1.80% Add +27.8% 10,259,462 $2.1B
Creative Planning 1.78% Reduce -0.0% 10,174,834 $2.1B
Royal London Asset Management Ltd. 4.76% Reduce -4.9% 10,162,156 $2.1B
Marshall Wace, LLP 2.46% Reduce -14.4% 9,991,647 $2.0B
AQR Capital Management 1.69% Reduce -0.5% 10,199,877 $2.0B
Chevy Chase Trust Holdings, LLC 5.78% Reduce -0.6% 9,679,767 $2.0B
Baird Financial Group, Inc. 3.46% Add +0.2% 9,620,363 $2.0B
APG Asset Management N.V. 5.65% Add +6.2% 10,917,706 $1.9B
Zurcher Kantonalbank (Zurich Cantonalbank) 4.61% Add +9.9% 9,174,813 $1.9B
Caisse de depot et placement du Quebec 3.94% Add +10.9% 8,990,725 $1.8B
Cerity Partners LLC 3.23% Add +3.5% 8,850,687 $1.8B
Mackenzie Financial Corp. 2.31% Reduce -0.5% 8,690,470 $1.8B
Pictet Asset Management Holding SA 1.75% Add +4.5% 8,398,023 $1.7B
Mitsubishi UFJ Trust & Banking Corp 3.99% Reduce -0.9% 8,392,941 $1.7B
State of Wisconsin Investment Board 4.20% Reduce -5.3% 8,366,836 $1.7B
Storebrand Asset Management As 4.82% Add +1.4% 8,111,825 $1.7B
Macquarie Group Ltd. 2.04% Reduce -15.0% 8,103,602 $1.7B
Natixis 8.23% Add +26.6% 8,028,111 $1.6B
Wealth Enhancement Advisory Services, LLC 2.67% Add +7.5% 7,551,499 $1.6B
Natixis Advisors, LLC 2.54% Reduce -10.4% 7,808,792 $1.6B
T. Rowe Price Investment Management, Inc. 0.98% Add +5.5% 7,568,643 $1.6B
Treasurer of the State of North Carolina 4.97% Add +8.7% 7,559,755 $1.6B
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 3.77% Add +1.3% 7,527,783 $1.5B
Sei Investments Co. 1.78% Reduce -1.3% 7,494,428 $1.5B
Healthcare of Ontario Pension Plan Trust Fund 3.07% Reduce -29.5% 7,391,562 $1.5B
Toronto Dominion Bank 3.21% Add +14.7% 7,229,390 $1.5B
Public Employees Retirement Association of Colorado 5.71% Reduce -1.0% 7,208,967 $1.5B
Winslow Capital Management, LLC 4.94% Add +6.7% 7,204,012 $1.5B
Nomura Asset Management Co. Ltd. 4.01% Add +1.2% 7,116,721 $1.5B
Los Angeles Capital Management LLC 5.28% Reduce -0.4% 6,873,719 $1.4B
Truist Financial Corp. 2.06% Reduce -0.1% 6,836,934 $1.4B
Acadian Asset Management LLC 2.85% Add +41.4% 6,740,997 $1.4B
Asset Management One Co., Ltd. 4.22% Add +0.7% 6,561,834 $1.3B
Circle Wealth Management, LLC 29.85% Reduce -0.4% 6,544,894 $1.3B
Public Employees Retirement System of Ohio 4.45% Add +0.3% 6,444,197 $1.3B
KBC Group NV 3.57% Add +3.7% 6,434,133 $1.3B
AXA S.A. 3.78% Reduce -2.8% 6,389,482 $1.3B
Handelsbanken Fonder AB 4.65% Reduce -1.0% 6,383,364 $1.3B
Two Sigma Advisers, LP 2.68% Add +8.0% 6,382,300 $1.3B
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.55% Reduce -6.0% 6,373,462 $1.3B
Rockefeller Capital Management L.P. 2.84% Add +1.0% 6,085,965 $1.3B
Focus Partners Wealth 2.79% Add +10.1% 6,275,291 $1.3B
Mirae Asset Global Investments Co., Ltd. 4.43% Reduce -10.6% 6,194,450 $1.3B
Captrust Financial Advisors 2.81% Add +0.1% 6,126,289 $1.3B
Osaic Holdings, Inc. 2.23% Add +1.7% 6,102,220 $1.3B
Fifth Third Bancorp 4.30% Reduce -1.1% 6,063,214 $1.2B
Blair William & Co. 3.43% Reduce -2.4% 6,026,880 $1.2B
GMO 3.71% Reduce -10.6% 5,974,046 $1.2B
Jacobs Levy Equity Management, Inc. 4.74% Reduce -14.0% 5,894,651 $1.2B
KLP Kapitalforvaltning As 5.19% Add +0.6% 5,856,904 $1.2B
King Luther Capital Management Corp. 5.10% Reduce -3.4% 5,683,272 $1.2B
Daiwa Securities Group Inc. 4.29% Add +16.6% 5,643,060 $1.2B
Man Group plc 2.55% Add +57.4% 5,639,467 $1.2B
STRS Ohio 4.31% Add +3.1% 5,621,081 $1.2B
First Manhattan Co. Llc. 3.19% Reduce -12.4% 5,512,294 $1.1B
Cetera Investment Advisers 1.88% Add +0.1% 5,431,665 $1.1B
Skandinaviska Enskilda Banken AB (publ) 4.73% Add +12.0% 5,299,969 $1.1B
William Blair Investment Management, LLC 2.86% Add +0.3% 5,253,841 $1.1B
Squarepoint Ops LLC 2.37% Reduce -25.9% 5,228,340 $1.1B
Retirement Systems of Alabama 3.82% Reduce -1.1% 5,208,317 $1.1B
State of Tennessee, Department of Treasury 3.82% Reduce -2.0% 5,204,956 $1.1B
Bank Julius Baer & Co. Ltd, Zurich 3.13% Reduce -0.1% 5,139,131 $1.1B
Thrivent Financial for Lutherans 2.37% Reduce -8.7% 5,142,552 $1.1B
State of New Jersey Common Pension Fund D 4.02% Reduce -0.1% 5,054,806 $1.0B
Panagora Asset Management Inc. 4.65% Reduce -13.0% 5,033,134 $1.0B
ING Groep NV 6.21% Add +39.4% 4,977,580 $1.0B
Resona Asset Management Co.,Ltd. 4.99% Add +5.2% 4,984,322 $1.0B
Susquehanna International Group, LLP 1.56% Add +210.8% 4,963,061 $1.0B
Keybank National Association 3.76% Reduce -3.5% 4,928,727 $1.0B
M&T Bank Corp 3.46% Reduce -4.8% 4,901,724 $1.0B
AustralianSuper Pty Ltd 5.08% Reduce -10.8% 4,885,815 $1.0B
Menora Mivtachim Holdings LTD. 5.64% Add +0.1% 4,782,203 $981.2M
DNB Asset Management AS 4.05% Add +36.2% 4,760,592 $976.7M
Lansforsakringar Fondforvaltning AB (publ) 5.56% Reduce -6.4% 4,728,979 $970.2M
Teacher Retirement System of Texas 3.99% Reduce -6.6% 4,626,696 $949.3M
Janney Montgomery Scott LLC 2.46% Reduce -1.0% 4,594,242 $942.6M
Qube Research & Technologies Ltd 1.29% Add +112.8% 4,528,751 $929.1M
Worldquant Millennium Advisors LLC 4.58% Add +19.0% 4,493,562 $921.9M
UniSuper Management Pty Ltd 6.13% Reduce -7.1% 4,460,976 $915.3M
Public Sector Pension Investment Board 3.90% Reduce -17.2% 4,445,876 $912.2M
Nisa Investment Advisors, LLC 4.08% Add +3.3% 4,412,673 $905.3M
Quantinno Capital Management LP 3.90% Add +29.8% 4,392,089 $901.1M
Arizona State Retirement System 5.19% Reduce -0.7% 4,391,595 $901.0M
State of Michigan Retirement System 4.66% Reduce -0.7% 4,383,099 $899.3M
Cambridge Investment Research Advisors, Inc. 2.69% Reduce -0.6% 4,312,995 $884.9M
Capitolis Liquid Global Markets LLC 6.36% Add +85.2% 4,229,848 $867.8M
Everett Harris & Co. 11.14% Reduce -2.0% 4,220,075 $865.8M
First Trust Advisors LP 0.70% Reduce -8.5% 4,217,733 $865.4M
Cardano Risk Management B.V. 10.90% Add +4.5% 4,152,231 $851.9M
Calamos Advisors LLC 5.29% Reduce -3.6% 4,115,653 $844.4M
Cibc World Market Inc. 1.86% Reduce -3.7% 4,097,059 $840.6M
Brown Advisory Inc. 1.10% Reduce -10.2% 4,082,408 $837.6M
Performance Wealth Partners, LLC 26.69% Reduce -0.9% 4,066,186 $834.3M
Forsta Ap-Fonden 5.40% Add +1.6% 4,003,500 $821.4M
Swiss Life Asset Management Ltd 4.89% Add +17.4% 3,938,369 $808.0M
Commerce Bank 4.72% Reduce -0.3% 3,901,311 $800.4M
Lido Advisors, LLC 4.23% Add +6.8% 3,884,090 $796.9M
Capstone Investment Advisors, LLC 8.12% Add +154.5% 3,817,310 $783.2M
Clear Street LLC 4.62% Add +14.0% 3,817,143 $783.2M
Xponance LLC 6.52% Add +5.5% 3,802,618 $780.2M
CIBC Asset Management Inc 2.45% Reduce -5.6% 3,795,665 $778.7M
Fred Alger Management, LLC 3.44% Reduce -6.3% 3,742,666 $767.9M
Northwestern Mutual Wealth Management Co. 0.56% Add +4.8% 3,723,510 $764.0M
Cibc World Markets Corp. 5.03% Add +35.6% 3,700,393 $759.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 3.98% Add +6.6% 3,663,095 $751.6M
Czech National Bank 5.84% Add +5.8% 3,650,810 $749.0M
Parnassus Investments, LLC 1.71% Reduce -3.3% 3,607,907 $740.2M
Allspring Global Investments Holdings, LLC 1.23% Reduce -17.2% 3,543,569 $736.4M
Comerica Bank 2.84% Reduce -2.3% 3,564,329 $731.3M
Federated Hermes, Inc. 1.36% Add +13.9% 3,527,854 $723.8M
Westfield Capital Management Co. LP 3.01% Add +2.7% 3,494,184 $716.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 4.91% Reduce -4.0% 3,466,823 $711.3M
Candriam S.C.A. 4.07% Add +0.2% 3,416,085 $700.9M
Glenmede Investment Management, LP 3.53% — 3,402,314 $698.1M
Amalgamated Bank 5.27% Add +3.3% 3,324,984 $682.2M
Scotia Capital Inc. 3.17% Reduce -1.7% 3,268,070 $670.5M
AMF Tjanstepension AB 4.38% Reduce -3.5% 3,211,366 $658.9M
Flossbach Von Storch SE 2.58% Reduce -24.2% 3,076,030 $631.1M
Nissay Asset Management Corp. /Japan 3.69% Reduce -4.2% 3,075,558 $631.0M
Holocene Advisors, LP 1.56% Reduce -14.3% 3,075,000 $630.9M
Rafferty Asset Management, LLC 2.05% Add +30.3% 3,024,941 $620.6M
Pinebridge Investments, L.P. 4.88% Reduce -3.8% 2,997,739 $615.0M
Tredje AP-fonden 4.82% Reduce -12.3% 2,946,150 $604.5M
IFM Investors Pty Ltd 5.73% Add +3.7% 2,932,508 $601.7M
Rathbones Group PLC 2.57% Add +2.3% 2,907,467 $596.5M
Zurich Insurance Group Ltd 4.56% Reduce -14.6% 2,876,900 $590.3M
NorthCoast Asset Management LLC 2.52% Add +15.4% 2,865,448 $587.9M
Fort Washington Investment Advisors Inc. 3.35% Add +0.2% 2,830,554 $580.7M
Assetmark, Inc. 1.37% Add +7.5% 2,830,002 $580.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 3.36% Reduce -14.4% 2,813,659 $577.3M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 6.63% No change 2,800,000 $574.5M
Cincinnati Financial Corp. 12.16% Reduce -0.4% 2,797,016 $573.9M
QRG Capital Management, Inc. 4.95% Add +5.8% 2,766,202 $567.5M
Mn Services Vermogensbeheer B.V. 3.94% Add +1.7% 2,758,492 $566.0M
Pathstone Holdings, LLC 2.19% Reduce -1.2% 2,718,817 $554.3M
Gateway Investment Advisers LLC 6.04% Reduce -4.3% 2,694,199 $552.8M
B. Metzler seel. Sohn & Co. AG 5.26% Reduce -0.1% 2,680,362 $549.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 4.99% Add +20.6% 2,636,499 $540.9M
1832 Asset Management L.P. 0.92% Reduce -35.5% 2,582,340 $529.8M
MML Investors Services, LLC 1.52% Add +6.1% 2,562,075 $525.7M
Kestra Advisory Services, LLC 2.56% Add +6.4% 2,558,681 $525.0M
Alecta Tjanstepension Omsesidigt 2.46% Add +142.5% 2,555,900 $524.1M
London Co. of Virginia 2.96% Reduce -2.1% 2,547,704 $522.7M
Capital Wealth Planning, LLC 4.11% Add +56.0% 2,537,343 $520.6M
Ninety One UK Ltd 1.20% Add +8.3% 2,500,633 $513.1M
Haverford Trust Co 4.84% Add +0.2% 2,481,545 $509.1M
NewEdge Advisors, LLC 2.61% Add +4.4% 2,523,030 $506.4M
Utah Retirement Systems 5.20% Reduce -0.5% 2,428,688 $498.3M
Employees Retirement System of Texas 4.77% Add +23.4% 2,414,514 $495.4M
OMERS ADMINISTRATION Corp 3.84% Add +0.6% 2,380,948 $488.5M
Citadel Advisors 0.43% Add +10716.0% 2,363,284 $484.9M
USS Investment Management Ltd 3.01% Add +0.1% 2,339,220 $479.7M
Varma Mutual Pension Insurance Co 3.52% Add +4.1% 2,329,683 $478.0M
Jensen Investment Management Inc. 5.57% Reduce -18.0% 2,317,269 $475.4M
Cwm, LLC 1.67% Add +0.7% 2,310,366 $474.0M
Brown Brothers Harriman & Co. 3.04% Add +70.6% 2,303,823 $472.7M
Ieq Capital, LLC 2.88% Reduce -5.9% 2,294,475 $470.8M
Huntington National Bank 4.09% Reduce -1.3% 2,286,550 $469.1M
Renaissance Technologies 0.62% Add +52145.5% 2,286,262 $469.1M
Private Advisor Group, LLC 2.49% Reduce -0.1% 2,253,126 $462.3M
Jones Financial Companies LLLP 0.35% Add +18.7% 2,287,145 $461.4M
Police & Firemen's Retirement System of New Jersey 4.27% Add +4.4% 2,238,465 $459.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 4.13% Add +4.2% 2,235,466 $458.7M
Mediolanum International Funds Ltd 5.46% Add +20.9% 2,268,388 $456.1M
New York Life Investment Management LLC 4.23% Add +1.9% 2,204,347 $452.3M
NEOS Investment Management LLC 5.57% Add +38.8% 2,192,436 $449.8M
Caxton Associates LLP 11.57% Add +13266.6% 2,183,031 $447.9M
Empower Advisory Group, LLC 1.32% Add +9.2% 2,144,982 $440.1M
EP Wealth Advisors, LLC 2.88% Add +5.9% 2,136,596 $438.4M
Banco Bilbao Vizcaya Argentaria, S.A. 3.96% Add +11.2% 2,137,783 $437.2M
Vanguard Personalized Indexing Management, LLC 4.93% Add +11.4% 2,129,345 $437.0M
ASR Vermogensbeheer N.V. 5.57% Add +1.5% 2,093,918 $429.6M
Steward Partners Investment Advisory, LLC 3.35% Reduce -2.7% 2,090,296 $428.9M
Primecap Management Co. 0.34% Reduce -5.8% 2,089,680 $428.7M
Williams Jones Wealth Management, LLC. 5.08% Reduce -2.0% 2,071,258 $425.0M
State of Alaska, Department of Revenue 4.50% Reduce -4.7% 2,050,758 $420.8M
Federation des caisses Desjardins du Quebec 1.83% Add +3.4% 2,032,400 $417.0M
Employees Provident Fund Board 3.60% Add +72.8% 2,031,731 $416.9M
BI Asset Management Fondsmaeglerselskab A/S 4.07% Reduce -12.7% 2,043,313 $413.8M
&partners 3.17% Add +23.4% 2,011,769 $412.9M
Achmea Investment Management B.V. 5.31% Add +3.5% 2,005,296 $411.4M
Millennium Management 0.38% Add +5.9% 2,001,957 $410.7M
Teachers Retirement System of the State of Kentucky 3.31% Add +2.7% 1,991,461 $408.6M
Erste Asset Management GmbH 3.44% Add +43.6% 2,012,743 $406.5M
Aware Super Pty Ltd as trustee of Aware Super 5.96% Add +0.1% 1,978,658 $406.0M
Guggenheim Capital LLC 3.21% Add +19.0% 1,922,953 $394.5M
CW Advisors, LLC 3.82% Add +9.2% 1,922,034 $394.3M
Cullen/Frost Bankers, Inc. 4.91% Add +0.6% 1,910,139 $391.9M
O'shaughnessy Asset Management, LLC 2.67% Add +2.2% 1,907,412 $391.3M
Johnson Investment Counsel Inc. 3.51% Add +0.7% 1,905,789 $391.0M
MAI Capital Management 2.69% Add +0.5% 1,886,893 $387.1M
Intech Investment Management LLC 3.60% Add +1.1% 1,867,667 $383.2M
Allworth Financial LP 1.83% Add +43.4% 1,861,716 $382.0M
Yousif Capital Management, LLC 4.10% Reduce -1.5% 1,852,890 $380.2M
Tiaa Trust, National Association 0.99% Reduce -0.3% 1,846,239 $378.8M
CI Investments Inc. 1.42% Reduce -20.6% 1,841,704 $377.9M
Cresset Asset Management, LLC 1.89% Reduce -27.1% 1,841,239 $377.8M
Saturna Capital Corp. 5.09% Reduce -13.0% 1,835,276 $376.5M
Factory Mutual Insurance Co. 4.09% Reduce -1.4% 1,825,221 $374.5M
AE Wealth Management LLC 2.71% Add +6.5% 1,803,941 $370.1M
HM Payson & Co. 5.80% Add +0.2% 1,786,389 $366.5M
Yarbrough Capital, LLC 13.06% Reduce -0.8% 1,783,410 $365.9M
Whittier Trust Co. 4.37% Reduce -1.4% 1,766,469 $362.4M
Mutual of America Capital Management LLC 3.90% Reduce -2.0% 1,765,268 $362.2M
LGT Group Foundation 4.53% Reduce -12.4% 1,760,687 $361.2M
Boston Trust Walden Corp 2.57% Reduce -2.7% 1,755,454 $360.2M
Welch & Forbes LLC 4.45% Reduce -0.4% 1,735,567 $356.1M
Bartlett & Co. Wealth Management LLC 4.95% Reduce -0.1% 1,729,819 $354.9M
OP Asset Management Ltd 5.21% Add +1.9% 1,724,291 $353.8M
Pacer Advisors, Inc. 0.92% Add +54.3% 1,709,447 $350.7M
AEGON ASSET MANAGEMENT UK Plc 4.48% Reduce -7.6% 1,705,523 $349.7M
Jupiter Asset Management Ltd. 2.89% Reduce -5.8% 1,687,351 $346.2M
Tidal Investments LLC 2.22% Add +15.7% 1,651,143 $338.8M
Evercore Wealth Management, LLC 5.25% Reduce -3.3% 1,645,530 $337.6M
Investment Management Corp of Ontario 4.91% Add +2.0% 1,642,222 $336.9M
Beacon Pointe Advisors, LLC 3.48% Reduce -2.0% 1,623,942 $333.2M
Regions Financial Corp. 2.29% Add +0.0% 1,622,067 $332.8M
Woodline Partners LP 1.75% Add +27.3% 1,615,597 $331.5M
Sequoia Financial Advisors, LLC 2.24% Add +5.1% 1,592,873 $326.8M
Ossiam 3.66% Reduce -11.2% 1,584,159 $325.0M
Fiduciary Trust Co 3.98% Reduce -0.6% 1,576,165 $323.4M
Vontobel Holding Ltd. 1.04% Add +6.3% 1,544,498 $316.9M
Bridges Investment Management Inc. 4.24% Reduce -7.2% 1,529,670 $313.8M
Lord, Abbett & Co. LLC 1.05% Reduce -29.3% 1,522,010 $312.3M
Zacks Investment Management 2.65% Add +2.0% 1,512,558 $310.3M
GF Fund Management Co. LTD. 6.20% Add +0.1% 1,502,374 $308.2M
Shelton Capital Management 7.07% Reduce -19.9% 1,497,981 $307.3M
Quadrature Capital Ltd 5.28% New 1,493,459 $306.3M
D.A. Davidson & Co. 2.15% Add +0.2% 1,490,699 $305.8M
Elo Mutual Pension Insurance Co 6.23% Add +2.6% 1,490,250 $305.8M
TD Waterhouse Canada Inc. 2.18% Reduce -1.3% 1,468,884 $304.9M
United Capital Financial Advisors, LLC 2.44% Reduce -0.1% 1,468,466 $301.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 2.65% Reduce -1.5% 1,463,881 $300.3M
Avanza Fonder AB 8.86% Add +3.5% 1,457,753 $299.1M
Crestwood Advisors Group, LLC 5.35% Reduce -1.8% 1,454,270 $298.4M
Midwest Trust Co 4.10% — 1,442,483 $296.0M
Greenbrier Partners Capital Management, LLC 21.43% Reduce -0.3% 1,425,227 $292.4M
Connor, Clark & Lunn Investment Management Ltd. 1.03% Add +30.4% 1,423,336 $292.0M
Congress Asset Management Co. 2.00% Reduce -1.5% 1,421,677 $291.7M
Two Sigma Investments, LP 0.54% Add +34.2% 1,404,489 $288.2M
Prudential PLC 1.76% Add +5.6% 1,403,290 $287.9M
Clark Capital Management Group, Inc. 1.99% Add +9.9% 1,400,845 $287.4M
Sarasin & Partners LLP 2.85% Reduce -21.7% 1,396,881 $286.6M
Peapack Gladstone Financial Corp. 4.03% Reduce -4.0% 1,388,804 $284.9M
Sapient Capital LLC 5.09% Reduce -1.0% 1,385,768 $284.3M
Wealthfront Advisers LLC 0.73% Reduce -4.5% 1,379,744 $283.1M
Ethic Inc. 5.02% Add +2.1% 1,393,628 $280.2M
Voloridge Investment Management, LLC 1.03% Add +326.7% 1,365,393 $280.1M
Sustainable Growth Advisers, LP 1.40% Reduce -44.5% 1,324,290 $271.7M
Atalanta Sosnoff Capital, LLC 5.51% Reduce -7.5% 1,322,767 $271.4M
Raiffeisen Bank International AG 4.01% Reduce -3.2% 1,342,611 $270.6M
Capital Fund Management S.A. 2.97% New 1,313,784 $269.5M
Oregon Public Employees Retirement Fund 4.67% Add +0.1% 1,290,897 $264.9M
Pinnacle Associates Ltd. 3.83% Reduce -4.3% 1,288,720 $264.4M
Nearwater Capital Markets, Ltd 4.20% Add +401.2% 1,278,000 $262.2M
Quilter Plc 4.78% Add +7.3% 1,276,559 $261.9M
HB Wealth Management, LLC 2.09% Reduce -16.1% 1,275,279 $261.6M
iA Global Asset Management Inc. 3.86% Reduce -7.5% 1,248,719 $256.2M
Ferguson Wellman Capital Management, Inc. 4.50% Add +0.3% 1,245,752 $255.6M
Avantax Advisory Services, Inc. 1.40% Reduce -1.0% 1,239,536 $254.3M
DAVENPORT & Co LLC 1.40% Add +0.6% 1,238,490 $253.5M
Louisiana State Employees Retirement System 4.58% Reduce -1.8% 1,232,000 $252.8M
Lazard Freres Gestion S.A.S. 6.17% Add +18.3% 1,229,267 $252.2M
Markel Group 2.13% No change 1,227,290 $251.8M
J.W. Cole Advisors, Inc. 5.35% Add +29.3% 1,226,637 $251.7M
UMB Bank, n.a. 3.86% Reduce -8.6% 1,206,003 $247.4M
NewEdge Wealth, LLC 3.82% Add +3.1% 1,108,491 $243.9M
Groupama Asset Managment 4.07% Add +3.3% 1,201,432 $241.6M
Border to Coast Pensions Partnership Ltd 4.37% Reduce -3.4% 1,161,439 $238.3M
Banco Santander, S.A. 2.25% Add +7.5% 1,156,246 $237.2M
Mairs & Power Inc. 2.31% Reduce -15.7% 1,142,568 $234.4M
Van Eck Associates Corp. 0.27% Add +9.0% 1,141,321 $234.2M
Groupe la Francaise 3.81% Add +25.6% 1,142,926 $234.1M
Davis R M Inc. 4.33% Add +1.4% 1,137,516 $233.4M
Oppenheimer & Co. Inc. 3.06% Reduce -1.0% 1,127,141 $231.3M
RJA Asset Management LLC 79.36% Reduce -11.6% 1,123,300 $230.5M
Independent Investors Inc. 50.18% Reduce -2.8% 1,122,721 $230.3M
Capital Group Private Client Services, Inc. 1.99% Reduce -11.0% 1,117,953 $229.4M
Aptus Capital Advisors, LLC 2.25% Add +4.4% 1,109,968 $227.7M
Eastern Bank 4.31% Reduce -3.8% 1,104,072 $226.5M
Bradley Foster & Sargent Inc. 3.54% Reduce -2.0% 1,101,841 $226.1M
Perigon Wealth Management, LLC 5.26% Reduce -2.9% 1,096,447 $225.0M
Whittier Trust Co. of Nevada Inc. 5.08% Reduce -3.5% 1,091,605 $224.0M
Bristol John W & Co. Inc. 3.62% Reduce -0.3% 1,088,164 $223.3M
Eagle Global Advisors LLC 8.93% Reduce -1.1% 1,075,491 $220.7M
Glenview Trust Co 3.82% Add +1.6% 1,074,902 $220.5M
Mesirow Financial Investment Management, Inc. 4.26% Reduce -3.5% 1,064,255 $218.4M
Commerzbank Aktiengesellschaft 5.00% Add +1.2% 1,063,957 $218.3M
Vinva Investment Management Ltd 5.62% Add +37.7% 1,075,962 $216.4M
CENTRAL TRUST Co 4.99% Reduce -0.9% 1,053,486 $216.1M
Banque Transatlantique SA 5.96% Reduce -5.9% 1,046,976 $216.1M
Illinois Municipal Retirement Fund 2.94% Add +0.2% 1,052,402 $215.9M
Stratos Wealth Partners, LTD. 2.94% Add +4.5% 1,048,467 $215.1M
Hollencrest Capital Management 9.17% Reduce -0.3% 1,043,914 $214.2M
Kestra Private Wealth Services, LLC 3.08% Add +2.6% 1,040,774 $213.5M
Mizuho Securities USA LLC 4.52% — 1,032,235 $211.8M
E. Ohman J:or Asset Management AB 5.25% Reduce -5.6% 1,029,834 $211.3M
Polar Capital Holdings Plc 1.11% Reduce -20.2% 1,036,638 $210.5M
Danica Pension, Livsforsikringsaktieselskab 3.52% Add +5.9% 1,025,593 $210.4M
Simplex Trading, LLC 5.64% Add +310.7% 1,021,727 $209.6M
Norinchukin Bank, The 3.09% Add +8.9% 1,012,199 $207.7M
Intermede Investment Partners Ltd 6.40% Reduce -4.9% 1,011,733 $207.6M
Mission Wealth Management, LP 4.50% Add +12.2% 1,005,665 $206.3M
Stonegate Investment Group, LLC 5.15% Add +0.1% 996,690 $204.5M
Ofi Invest Asset Management 5.01% Add +3.1% 1,156,665 $202.2M
Migdal Insurance & Financial Holdings Ltd. 2.39% Add +0.7% 980,700 $201.2M
Clearstead Advisors, LLC 2.81% Add +1.2% 975,418 $200.1M
Salem Investment Counselors Inc. 6.34% Reduce -0.2% 975,375 $200.1M
Artisan Partners Limited Partnership 0.30% Reduce -59.8% 969,989 $199.0M
Fishman Jay A Ltd. 19.03% Add +3.1% 968,705 $198.7M
Axiom Investors LLC 1.63% Reduce -36.9% 967,850 $198.6M
Busey Bank 6.05% Reduce -5.8% 966,540 $198.3M
Wilmington Savings Fund Society, FSB 3.53% Reduce -8.2% 965,959 $198.2M
Citizens Financial Group Inc. 3.17% Add +54.2% 961,212 $197.2M
Orion Porfolio Solutions, LLC 1.68% Reduce -0.2% 957,004 $196.3M
Advisors Capital Management, LLC 2.72% Add +5.0% 954,478 $195.8M
Aristotle Atlantic Partners, LLC 5.94% Reduce -4.7% 951,406 $195.2M
Crossmark Global Holdings, Inc. 3.14% Reduce -1.3% 946,092 $194.1M
Kentucky Retirement Systems 5.67% Reduce -6.2% 944,502 $193.8M
Independent Advisor Alliance 5.58% Reduce -1.8% 943,130 $193.5M
M&G PLC 1.10% Add +264.8% 941,667 $193.0M
LBP Am SA 2.70% Add +0.8% 936,031 $192.0M
HighPoint Advisor Group LLC 10.16% Add +0.1% 931,635 $191.1M
Integrated Wealth Concepts LLC 1.91% Add +2.5% 930,271 $190.9M
Parallel Advisors, LLC 3.82% Add +0.3% 929,883 $190.8M
Exchange Traded Concepts, LLC 2.43% Add +35.4% 928,218 $190.4M
Choreo, LLC 2.64% Reduce -0.6% 921,480 $189.1M
Hancock Whitney Corp. 3.61% Add +26.4% 919,932 $188.7M
Wesbanco Bank Inc. 5.52% Add +6.9% 905,523 $185.8M
Journey Strategic Wealth LLC 6.00% Add +5.6% 901,608 $185.0M
Hartford Investment Management Co. 5.89% Reduce -1.7% 901,021 $184.9M
Waverly Advisors, LLC 2.03% Add +0.6% 900,513 $184.8M
Montrusco Bolton Investments Inc. 2.04% Reduce -4.6% 898,066 $184.3M
Advisory Services Network, LLC 2.95% Add +3.3% 883,828 $183.5M
Optiver Holding B.V. 4.94% Add +4132.8% 893,382 $183.3M
Gotham Asset Management 1.09% Add +12.0% 890,230 $182.6M
Flputnam Investment Management Co. 3.12% Reduce -4.5% 886,371 $181.9M
KCM Investment Advisors LLC 6.11% Reduce -1.6% 881,786 $180.9M
Bailard, Inc. 4.22% Add +1.4% 881,294 $180.8M
Metis Global Partners, LLC 4.58% Reduce -9.7% 866,093 $177.7M
Modera Wealth Management, LLC 2.19% Add +0.0% 861,560 $176.8M
Bokf, NA 2.86% Add +0.7% 860,490 $176.5M
HUB Investment Partners, LLC 6.17% Add +8.3% 860,225 $176.5M
Local Pensions Partnership Investment Ltd 3.24% Reduce -2.2% 856,780 $175.7M
Apollon Wealth Management, LLC 3.47% Reduce -1.1% 855,330 $175.5M
South Dakota Investment Council 3.36% Reduce -0.2% 853,883 $175.2M
Synovus Financial Corp. 2.13% Reduce -2.3% 847,044 $173.8M
Destination Wealth Management 5.08% Add +5.1% 844,719 $173.3M
Wedbush Securities Inc. 6.00% Reduce -6.7% 835,246 $171.4M
Silvant Capital Management LLC 6.46% Reduce -0.7% 832,733 $170.9M
Prospera Financial Services Inc 3.18% Add +5.3% 832,443 $170.8M
Epoch Investment Partners, Inc. 0.88% Reduce -22.0% 832,319 $170.8M
Adams Diversified Equity Fund, Inc. 6.11% Reduce -1.5% 831,000 $170.5M
Windward Capital Management Co. 14.45% Reduce -0.8% 829,844 $170.3M
Pinnacle Financial Partners Inc 3.58% Reduce -10.2% 829,224 $170.1M
Phoenix Financial Ltd. 2.23% Add +8.2% 683,459 $169.0M
Badgley Phelps Wealth Managers, LLC 3.70% Reduce -0.1% 813,411 $166.9M
Stephens Inc. 2.28% Reduce -0.1% 806,990 $165.6M
Prime Capital Investment Advisors, LLC 2.18% Reduce -22.4% 800,659 $164.3M
Atlantic Union Bankshares Corp 3.75% Add +136.4% 799,865 $164.1M
Benjamin Edwards Inc. 2.08% Reduce -4.0% 797,842 $163.7M
SteelPeak Wealth, LLC 6.35% Reduce -2.9% 793,906 $162.9M
Andra AP-fonden 2.26% Add +17.8% 790,500 $162.2M
Securian Asset Management, Inc. 4.57% Reduce -1.9% 780,891 $160.2M
Silvercrest Asset Management Group LLC 1.08% Reduce -3.1% 780,125 $160.1M
Cornerstone Advisors, LLC 5.49% Add +5.1% 778,700 $159.8M
Envestnet Portfolio Solutions, Inc. 0.59% Add +1.8% 778,438 $159.7M
Cannell & Spears LLC 3.22% Reduce -3.0% 778,249 $159.7M
Daymark Wealth Partners, LLC 6.04% Add +1.2% 774,337 $158.9M
Gulf International Bank (UK) Ltd 5.61% Reduce -10.6% 772,083 $158.4M
Sterling Capital Management LLC 2.25% Add +23.5% 772,054 $158.4M
Biltmore Family Office, LLC 26.22% Reduce -0.9% 756,607 $155.2M
Vident Advisory, LLC 1.74% Add +7.8% 755,121 $154.9M
Country Trust Bank 3.47% Reduce -2.7% 754,559 $154.8M
Composition Wealth, LLC 2.59% Add +7.3% 751,238 $154.1M
Baker Avenue Asset Management, LP 4.35% Reduce -0.6% 745,373 $152.9M
Bahl & Gaynor LLC 0.77% Reduce -1.9% 744,773 $152.8M
IMC-Chicago, LLC 3.80% New 739,952 $151.8M
Daiichi Life Insurance Co., Ltd. 4.26% Add +6.0% 739,468 $151.7M
Merit Financial Group, LLC 1.68% Add +9.8% 735,881 $151.0M
Rwa Wealth Partners, LLC 1.89% Reduce -0.6% 734,722 $150.7M
NorthRock Partners, LLC 3.90% Add +2.3% 729,644 $149.7M
Equitable Holdings, Inc. 1.23% Add +16.1% 728,969 $149.6M
Heritage Investors Management Corp. 4.71% Reduce -0.6% 726,513 $149.1M
First Financial Bankshares Inc 3.32% Reduce -5.9% 723,361 $148.4M
Capital Advisors Inc. 2.66% Add +0.2% 723,018 $148.3M
Capital International, Inc. 1.44% Reduce -6.0% 723,007 $148.3M
Baillie Gifford & Co. 0.11% Reduce -8.1% 721,726 $148.1M
Moneta Group Investment Advisors LLC 1.75% Add +14.6% 718,068 $147.3M
Maryland State Retirement & Pension System 3.21% Add +3.5% 714,491 $146.6M
MassMutual Private Wealth & Trust, FSB 3.89% Add +1.0% 711,878 $146.1M
World Investment Advisors 3.30% Add +14.9% 707,040 $145.1M
Tocqueville Asset Management L.P. 2.21% Reduce -6.8% 704,780 $144.6M
Shell Asset Management Co. 4.98% Add +26.2% 703,509 $144.3M
New Mexico Educational Retirement Board 4.70% No change 701,864 $144.0M
Temasek Holdings (Private) Ltd 0.56% Reduce -24.1% 700,544 $143.7M
Golden Unicorn (BVI) Ltd 24.72% No change 700,000 $143.6M
Patten & Patten Inc. 9.29% Reduce -4.4% 699,582 $143.5M
Douglass Winthrop Advisors, LLC 2.59% Reduce -3.9% 698,526 $143.3M
Elevation Point Wealth Partners, LLC 11.17% Add +2.2% 697,826 $143.2M
Calamos Wealth Management LLC 6.12% Add +4.8% 695,218 $142.6M
Tudor Investment Corporation 1.07% Add +113.6% 691,381 $141.9M
Trillium Asset Management, LLC 3.78% Reduce -2.5% 684,369 $140.4M
Savant Capital, LLC 1.01% Add +4.6% 683,628 $140.3M
Clifford Swan Investment Counsel LLC 4.94% Reduce -1.0% 682,225 $140.0M
Lockheed Martin Investment Management Co. 5.09% Reduce -26.9% 678,780 $139.3M
Greenleaf Trust 1.22% Reduce -7.5% 673,239 $138.1M
RiverFront Investment Group, LLC 2.69% Add +33.4% 672,373 $138.0M
Union Bancaire Privee, UBP SA 2.03% Reduce -5.2% 653,497 $137.9M
Carnegie Investment Counsel 2.77% Reduce -3.3% 671,133 $137.7M
Alpha Cubed Investments, LLC 5.22% Add +3.1% 670,450 $137.6M
Old National Bancorp 2.45% Add +12.8% 669,401 $137.3M
Covea Finance 5.09% Add +2.0% 668,609 $137.2M
Nan Shan Life Insurance Co., Ltd. 3.05% Add +6.9% 668,507 $137.2M
Livforsakringsbolaget Skandia, Omsesidigt 5.91% Add +17.1% 662,135 $135.8M
Empowered Funds, LLC 1.53% Add +38.0% 657,753 $135.0M
Florida Trust Wealth Management Co 4.12% Add +0.4% 653,458 $134.1M
Laird Norton Wetherby Wealth Management, LLC 5.97% — 653,281 $134.0M
Sigma Planning Corp 4.02% Reduce -6.2% 651,503 $133.7M
First American Bank 9.16% Reduce -0.2% 651,076 $133.6M
Concurrent Investment Advisors, LLC 2.58% Add +5.0% 664,788 $133.1M
Northeast Investment Management 5.67% Reduce -2.0% 646,618 $132.7M
Diversified Trust Co. 2.94% Reduce -0.2% 645,781 $132.5M
Verus Capital Partners, LLC 11.79% Reduce -0.7% 644,220 $132.2M
Henshaw Capital LLC 5.23% No change 643,494 $132.0M
Mutual Advisors, LLC 3.26% Reduce -3.0% 609,926 $130.5M
Becker Capital Management Inc. 4.02% Reduce -3.7% 628,239 $128.9M
Choate Investment Advisors 2.79% Add +5.6% 627,653 $128.8M
Tokio Marine Asset Management Co. Ltd. 4.89% Reduce -1.8% 623,357 $127.9M
First Citizens Bank & Trust Co. 2.31% Add +1.1% 621,827 $127.6M
Generali Asset Management SPA SGR 2.91% Reduce -9.6% 621,455 $127.5M
Bleakley Financial Group, LLC 3.21% Add +2.6% 616,693 $126.5M
Mogy Joel R Investment Counsel Inc. 7.29% Reduce -0.6% 614,888 $126.2M
Lombard Odier Asset Management (Switzerland) SA 6.32% Add +4.9% 611,355 $125.4M
Profund Advisors LLC 4.50% Add +10.2% 608,612 $124.9M
Stock Yards Bank & Trust Co. 4.16% Reduce -2.2% 607,181 $124.6M
Valeo Financial Advisors, LLC 3.06% Reduce -21.0% 606,903 $124.5M
Associated Banc-Corp 3.53% Reduce -3.6% 606,664 $124.5M
Braun Stacey Associates Inc. 4.49% Reduce -2.7% 605,338 $124.2M
Dana Investment Advisors, Inc. 4.10% Reduce -3.5% 602,990 $123.7M
Harvest Fund Management Co., Ltd 5.83% Reduce -13.3% 601,611 $123.4M
Capital Investment Counsel, Inc 16.30% Add +3.9% 597,740 $122.6M
Curi Capital, LLC 2.32% Add +56.4% 595,246 $122.1M
Allianz SE 2.88% Reduce -2.4% 594,477 $122.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.75% Add +19.7% 592,479 $121.6M
Nicholas Company, Inc. 2.01% No change 586,415 $120.3M
Van Lanschot Kempen Investment Management N.V. 1.14% Reduce -2.1% 585,551 $120.1M
OneDigital Investment Advisors LLC 1.33% Reduce -8.0% 584,293 $119.9M
Motley Fool Asset Management LLC 5.52% Add +6.5% 583,674 $119.8M
Dakota Wealth Management 2.52% Reduce -12.9% 582,071 $119.4M
Meyer Handelman Co. 3.94% Reduce -1.0% 581,776 $119.4M
Parsons Capital Management Inc. 7.29% Reduce -20.0% 578,619 $118.7M
FineMark National Bank & Trust 4.03% Add +0.9% 577,529 $118.5M
Systematic Alpha Investments, LLC 4.20% No change 576,144 $118.2M
Brookstone Capital Management 1.55% Reduce -1.2% 574,673 $117.9M
Argent Trust Co 4.45% Reduce -0.6% 574,166 $117.8M
Farther Finance Advisors, LLC 2.36% Add +17.4% 573,665 $117.7M
Himension Capital (singapore) Pte. LTD. 9.19% Reduce -10.7% 573,519 $117.7M
First National Trust Co 4.39% Reduce -1.3% 572,170 $117.4M
Trust Co. of Vermont 5.48% Reduce -0.1% 567,406 $116.4M
Coldstream Capital Management Inc. 1.90% Add +14.0% 564,657 $115.9M
Donaldson Capital Management, LLC 4.23% Reduce -0.1% 561,790 $115.3M
Ancora Advisors LLC 2.40% Reduce -1.3% 560,496 $115.0M
Snowden Capital Advisors LLC 3.42% Reduce -3.1% 559,373 $114.8M
Signaturefd, LLC 1.96% Add +1.3% 559,032 $114.7M
AG2R La Mondiale Gestion D'actifs 5.88% Add +0.8% 558,148 $114.5M
NS Partners Ltd 4.67% Reduce -4.1% 557,598 $114.4M
W.G. Shaheen & Associates DBA Whitney & Co 11.27% Reduce -0.1% 556,836 $114.2M
TCW Group Inc. 0.89% Reduce -4.1% 556,746 $114.2M
Investment House LLC 5.74% Add +3.4% 553,357 $113.5M
Kingsview Wealth Management, LLC 1.92% Reduce -22.9% 551,862 $113.2M
WASHINGTON TRUST Co 3.97% Reduce -0.9% 547,750 $112.4M
Abn Amro Investment Solutions 2.25% Reduce -2.9% 545,976 $112.0M
Traynor Capital Management, Inc. 7.92% Add +1.5% 537,181 $111.6M
Oak Ridge Investments LLC 7.98% Add +1.1% 542,495 $111.3M
Nichols & Pratt Advisers LLP 7.46% Add +0.5% 541,338 $111.2M
Schonfeld Strategic Advisors LLC 0.84% Add +30.3% 541,186 $111.0M
Neville Rodie & Shaw Inc. 8.23% Reduce -5.0% 540,790 $111.0M
Mill Capital Management, LLC 8.67% Add +0.2% 539,358 $110.7M
E Fund Management Co., Ltd. 5.26% Reduce -14.6% 537,912 $110.4M
Ritholtz Wealth Management 2.42% Add +2.7% 535,107 $109.8M
Brighton Jones LLC 2.95% Add +3.1% 530,470 $108.8M
Park Avenue Securities LLC 1.00% New 529,895 $108.7M
HCR Wealth Advisors 12.78% Add +0.3% 529,406 $108.6M
Advisors Asset Management, Inc. 1.94% Reduce -0.9% 528,610 $108.5M
Cacti Asset Management LLC 7.71% Reduce -0.0% 539,286 $108.4M
Logan Capital Management Inc. 5.01% Reduce -11.7% 524,718 $107.7M
CWA Asset Management Group, LLC 4.55% Reduce -1.9% 524,195 $107.5M
Maple Capital Management, Inc. 7.35% Add +2.7% 523,384 $107.4M
Empirical Finance, LLC 5.61% Add +1.7% 521,839 $107.1M
Nomura Holdings Inc. 0.86% Reduce -43.4% 521,359 $107.0M
Level Four Advisory Services, LLC 3.91% Add +2.2% 516,635 $106.0M
PFG Investments, LLC 6.21% Reduce -0.6% 516,017 $105.9M
NorthCrest Asset Manangement, LLC 2.84% Add +0.3% 494,274 $105.6M
Summit Trail Advisors, LLC 1.80% New 510,009 $104.6M
Bowen Hanes & Co. Inc. 2.63% Add +1.4% 508,916 $104.4M
Summit Financial, LLC 2.35% Add +37.7% 507,505 $104.1M
Prospect Hill Management, LLC 53.68% Reduce -1.1% 506,986 $104.0M
SBI Securities Co., Ltd. 2.97% Add +0.2% 502,414 $103.1M
SouthState Bank Corp 4.48% Reduce -1.6% 499,316 $102.4M
J. L. Bainbridge & Co., Inc. 9.40% Reduce -1.0% 498,579 $102.3M
Howland Capital Management LLC 4.17% Add +11.2% 498,516 $102.3M
SVB Wealth LLC 5.46% Reduce -33.0% 496,291 $101.8M
Tower Research Capital LLC (TRC) 2.74% Reduce -13.3% 495,427 $101.6M
Three Seasons Wealth, LLC 11.60% Add +3462.1% 492,999 $101.1M
Reynders McVeigh Capital Management, LLC 5.03% Reduce -0.9% 490,987 $100.7M
Sit Investment Associates Inc. 2.14% Reduce -0.9% 488,540 $100.2M
BNP Paribas 3.25% Reduce -1.7% 489,105 $100.2M
Freestone Capital Holdings, LLC 3.40% Add +8.4% 487,468 $100.0M
Ami Asset Management Corp. 5.72% Reduce -5.4% 487,448 $100.0M
Railway Pension Investments Ltd 1.41% Reduce -14.8% 486,052 $99.7M
Locust Wood Capital Advisers, LLC 2.93% Add +3.8% 483,674 $99.2M
Exencial Wealth Advisors, LLC 3.47% Reduce -2.0% 480,327 $98.5M
Park National Corp. 3.24% Reduce -1.9% 478,791 $98.2M
Voleon Capital Management LP 5.39% Add +39.7% 478,587 $98.2M
Private Wealth Partners, LLC 7.64% Reduce -4.3% 476,521 $97.8M
Northwestern Mutual Investment Management Company, LLC 1.50% Reduce -0.3% 476,466 $97.8M
Zevenbergen Capital Investments LLC 1.91% Reduce -2.4% 475,911 $97.6M
St Germain D J Co. Inc. 4.19% Add +7.7% 473,126 $97.1M
Independent Financial Group, LLC 2.67% Reduce -0.1% 472,770 $97.0M
Gabelli Funds LLC 0.70% Reduce -2.7% 470,583 $96.5M
Callan Family Office, LLC 3.04% Add +110.7% 470,332 $96.5M
Segall Bryant & Hamill, LLC 1.35% Reduce -11.4% 470,176 $96.5M
Ashton Thomas Private Wealth, LLC 3.39% Add +52.5% 468,764 $96.2M
Dearborn Partners LLC 4.55% Reduce -6.2% 468,754 $96.2M
Chicago Capital, LLC 2.37% Reduce -0.1% 467,591 $95.9M
Cohen Klingenstein LLC 3.19% Reduce 0.0% 466,450 $95.7M
Gradient Investments LLC 1.75% Add +5.7% 465,265 $95.5M
Chilton Capital Management LLC 3.49% Add +3.8% 464,742 $95.4M
Signature Estate & Investment Advisors LLC 2.20% Add +2.9% 464,527 $95.3M
Smith Chas P & Associates Pa Cpas 5.35% Reduce -5.4% 464,372 $95.3M
Bard Financial Services, Inc. 11.36% Reduce -2.5% 463,863 $95.2M
Siemens Fonds Invest GmbH 5.59% Add +6.5% 463,564 $95.1M
Capital Investment Advisors, LLC 1.68% Add +1.7% 461,210 $95.1M
J. Safra Sarasin Holding AG 1.64% Reduce -8.2% 462,884 $94.8M
Horizon Investments, LLC 1.50% Add +371.6% 462,017 $94.7M
IHT Wealth Management, LLC 2.60% Reduce -0.3% 460,447 $94.5M
Cary Street Partners Financial LLC 2.64% Add +0.7% 458,846 $94.1M
Great Lakes Advisors, LLC 0.79% Reduce -5.5% 457,461 $93.9M
Roffman Miller Associates Inc. 5.60% Reduce -4.7% 457,159 $93.8M
Farmers & Merchants Investments Inc. 2.73% Add +1.1% 456,368 $93.6M
Cullinan Associates Inc. 6.14% Reduce -1.6% 453,593 $93.1M
Global Retirement Partners, LLC 2.30% — 452,277 $92.8M
Ameritas Investment Partners, Inc. 2.92% Reduce -0.7% 450,235 $92.4M
Mgo One Seven LLC 2.97% Add +3.1% 449,035 $92.1M
Wealthspire Advisors, LLC 0.52% Reduce -25.4% 448,471 $92.0M
W1M Investment Management Ltd 1.26% Reduce -5.3% 444,515 $91.2M
Dynamic Advisor Solutions LLC 2.81% Reduce -1.5% 443,169 $90.9M
Fiduciary Family Office, LLC 29.73% Reduce -0.7% 442,469 $90.8M
Moors & Cabot, Inc. 4.20% Reduce -0.7% 440,698 $90.4M
Trexquant Investment LP 1.02% Add +38.0% 439,429 $90.2M
OVERSEA-CHINESE BANKING Corp Ltd 2.54% Reduce -6.6% 439,981 $90.0M
Wharton Business Group, LLC 3.80% Add +0.4% 438,241 $90.0M
Agf Management Ltd. 0.41% Reduce -33.9% 436,387 $89.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 2.42% Reduce -0.9% 433,658 $89.0M
Franklin Street Advisors Inc. 5.51% Reduce -0.8% 433,319 $88.9M
Kornitzer Capital Management Inc. 1.80% Reduce -12.6% 432,839 $88.8M
Van Cleef Asset Management,Inc 9.56% Reduce -1.1% 432,733 $88.8M
IFP Advisors, Inc 2.53% Add +1.9% 432,458 $88.7M
Marsico Capital Management LLC 2.40% Reduce -23.2% 431,992 $88.6M
Transcend Capital Advisors, LLC 6.86% Reduce -7.1% 430,882 $88.4M
Banque Cantonale Vaudoise 3.60% Reduce -0.1% 430,331 $88.3M
Annex Advisory Services, LLC 2.12% Add +9.4% 428,462 $87.9M
Crake Asset Management LLP 4.63% New 428,000 $87.8M
Howard Capital Management Group, LLC 6.09% Reduce -0.1% 427,325 $87.7M
Focus Partners Advisor Solutions, LLC 1.16% Reduce -4.7% 424,084 $87.0M
Robertson Stephens Wealth Management, LLC 3.01% Reduce -2.1% 423,737 $86.9M
Opes Wealth Management LLC 15.41% Add +2.4% 423,047 $86.8M
Cincinnati Insurance Co. 1.45% No change 420,000 $86.2M
Joel Isaacson & Co., LLC 3.50% Add +3.5% 419,132 $86.0M
Talbot Financial, LLC 8.13% Add +14.3% 418,782 $85.9M
Quadrant Capital Group LLC 3.09% Add +1.6% 418,763 $85.9M
MMBG Investment Advisors Co. 8.55% Add +0.7% 418,665 $85.9M
Evelyn Partners Investment Management LLP 2.62% Reduce -11.5% 417,383 $85.6M
Burney Co./ 2.89% Reduce -1.9% 415,494 $85.2M
F/m Investments LLC 3.08% Add +3.6% 413,721 $84.8M
Great Valley Advisor Group, Inc. 1.87% Reduce -5.9% 411,637 $84.5M
Argent Capital Management LLC 2.41% Reduce -36.7% 410,637 $84.3M
Hoffman, Alan N Investment Management 41.42% Reduce -1.1% 409,468 $84.0M
Northwest & Ethical Investments L.P. 2.08% Add +7.4% 409,544 $83.9M
Meritage Portfolio Management 5.30% Reduce -4.6% 408,343 $83.8M
Arkadios Wealth Advisors 2.51% Add +7.8% 407,457 $83.6M
Smith Salley Wealth Management 4.83% Add +2.1% 406,816 $83.5M
Visionary Wealth Advisors 4.26% Add +87.0% 406,726 $83.4M
Americana Partners, LLC 2.87% Reduce -0.3% 406,063 $83.3M
Adell Harriman & Carpenter Inc. 5.51% Reduce -1.8% 404,639 $83.0M
Sowell Financial Services LLC 3.37% Add +1.0% 403,635 $82.8M
LGT Capital Partners LTD. 3.66% Reduce -23.2% 403,555 $82.8M
Clal Insurance Enterprises Holdings Ltd 0.81% Reduce -0.5% 402,864 $82.7M
Atria Investments, Inc 0.97% Reduce -8.2% 401,172 $82.3M
Kentucky Retirement Systems Insurance Trust Fund 5.68% Reduce -6.5% 400,864 $82.2M
Wahed Invest LLC 12.53% Add +5.2% 400,738 $82.2M
U.S. Capital Wealth Advisors, LLC 2.39% Reduce -3.5% 398,562 $81.8M
Modern Wealth Management, LLC 2.00% Add +13.5% 396,401 $81.3M
Avalon Trust Co 5.94% Reduce -11.7% 395,671 $81.2M
Baldwin Wealth Partners LLC 5.50% Reduce -1.8% 394,491 $80.9M
Impax Asset Management Group plc 0.46% Reduce -5.0% 393,986 $80.8M
ABN AMRO Bank N.V. 1.05% Add +0.9% 391,104 $80.7M
Castleark Management LLC 2.42% Reduce -34.9% 393,216 $80.7M
Foundations Investment Advisors, LLC 1.27% Add +5.8% 392,876 $80.6M
Meridian Wealth Management, LLC 3.44% Add +0.1% 391,878 $80.4M
WealthPlan Investment Management, LLC 5.85% Add +9.0% 391,440 $80.3M
Highland Capital Management, LLC 4.32% Reduce -1.6% 389,388 $79.9M
Jump Financial, LLC 1.01% New 389,137 $79.8M
LVM Capital Management Ltd. 8.24% Reduce -0.9% 387,208 $79.4M
Spire Wealth Management 2.85% Reduce -22.5% 387,871 $79.4M
Banque Pictet & Cie SA 0.82% Reduce -2.0% 385,340 $79.1M
HRT Financial LP 0.35% New 383,692 $78.7M
Community Trust & Investment Co. 4.55% Add +4.6% 383,479 $78.7M
Tritonpoint Wealth, LLC 7.28% Reduce -2.8% 383,207 $78.6M
Community Bank, N.A. 10.32% Reduce -0.5% 382,464 $78.5M
UNIVEST FINANCIAL Corp 4.70% Reduce -4.0% 381,955 $78.4M
Sienna Gestion 5.38% Add +7.4% 417,772 $78.3M
Van Hulzen Asset Management, LLC 6.52% Add +7.7% 380,231 $78.0M
Insigneo Advisory Services, LLC 6.68% Add +2.0% 378,848 $77.7M
B. Riley Wealth Advisors, Inc. 3.77% Reduce -42.4% 378,609 $77.7M
Wilkinson Global Asset Management LLC 4.88% Reduce -13.6% 378,207 $77.6M
Gerber Kawasaki Wealth & Investment Management 3.00% Add +0.3% 377,863 $77.5M
Howard Capital Management, LLC 1.16% Reduce -6.2% 377,472 $77.4M
Principle Wealth Partners LLC 4.83% Add +2.3% 376,641 $77.3M
Larson Financial Group LLC 3.10% Add +15.5% 376,225 $77.2M
Azimuth Capital Investment Management LLC 2.87% Reduce -15.0% 375,631 $77.1M
Welch Group, LLC 3.22% Add +4.0% 375,181 $77.0M
North Star Asset Management Inc. 3.25% Add +3.4% 374,479 $76.8M
Brickley Wealth Management 15.03% Add +3.8% 374,320 $76.8M
Vestcor Inc 2.32% Reduce -2.8% 374,283 $76.8M
Colonial Trust Advisors 6.34% Reduce -1.3% 374,023 $76.7M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2.96% Reduce -26.2% 373,340 $76.6M
Bryn Mawr Trust Advisors, LLC 4.19% Reduce -7.3% 372,877 $76.5M
Jia Investment Alliance Pte. LTD. 8.09% No change 371,700 $76.3M
Nippon Life Global Investors Americas, Inc. 3.33% Reduce -8.5% 369,280 $75.8M
Ballentine Partners, LLC 1.14% Reduce -0.4% 367,807 $75.5M
Klingenstein Fields & Co. LP 2.98% Reduce -3.7% 367,156 $75.3M
MUFG Securities EMEA plc 3.42% Reduce -78.8% 366,135 $75.1M
Ingalls & Snyder LLC 2.67% Reduce -10.1% 365,108 $74.9M
Evoke Wealth, LLC 1.75% Add +0.1% 363,107 $74.5M
Compound Planning, Inc. 2.81% Add +7.8% 362,745 $74.4M
Davidson Investment Advisors 3.34% Reduce -0.1% 362,628 $74.4M
Belmont Capital, LLC 11.29% Reduce -21.2% 361,936 $74.3M
Fifth Third Wealth Advisors LLC 3.11% Add +12.3% 361,224 $74.1M
Jaffetilchin Investment Partners, LLC 4.85% Reduce -0.1% 361,032 $74.1M
Keystone Financial Group 6.70% Add +2.4% 354,157 $74.0M
Focus Financial Network, Inc. 2.92% Reduce -7.0% 360,470 $74.0M
ARS Investment Partners, LLC 5.38% Reduce -4.7% 359,651 $73.8M
McDaniel Terry & Co. 6.03% Reduce -0.1% 359,094 $73.7M
Birch Hill Investment Advisors LLC 3.26% Add +1.3% 357,701 $73.4M
Eisler Capital Management Ltd. 2.52% Add +99.5% 357,479 $73.3M
Bridgewater Associates 0.30% Reduce -62.1% 356,812 $73.2M
BLI - Banque de Luxembourg Investments 2.08% Reduce -8.5% 360,852 $72.5M
Picton Mahoney Asset Management 1.02% Add +10.7% 352,999 $72.4M
CreativeOne Wealth, LLC 1.89% Add +4.7% 352,169 $72.3M
Plato Investment Management Ltd 5.43% Add +3.3% 353,133 $72.2M
Atria Wealth Solutions, Inc. 1.63% Reduce -60.0% 346,234 $72.0M
Alta Capital Management LLC/ 4.09% Reduce -2.1% 350,715 $72.0M
Edgemoor Investment Advisors, Inc. 6.23% Reduce -3.1% 349,630 $71.7M
Appleton Partners Inc. 5.07% Reduce -1.4% 349,357 $71.7M
Venture Visionary Partners LLC 2.70% Reduce -0.1% 349,004 $71.6M
Knights of Columbus Asset Advisors LLC 4.33% Add +30.1% 348,151 $71.4M
Praxis Investment Management Inc. 4.60% Reduce -2.4% 348,128 $71.4M
Weatherly Asset Management L. P. 6.07% Reduce -1.7% 347,382 $71.3M
Evergreen Capital Management LLC 2.14% Reduce -0.7% 347,184 $71.2M
Wealth Alliance, LLC 7.94% Reduce -1.3% 346,321 $71.1M
Harel Insurance Investments & Financial Services Ltd. 0.81% Reduce -44.7% 346,027 $71.0M
Cobblestone Capital Advisors LLC 3.63% Add +0.1% 345,632 $70.9M
Cornerstone Wealth Management, LLC 4.29% Add +0.7% 344,807 $70.7M
BDF-Gestion 7.91% Reduce -9.8% 344,400 $70.7M
International Assets Investment Management, LLC 5.69% Reduce -7.1% 380,393 $70.5M
Wesleyan Assurance Society 4.57% No change 343,650 $70.5M
YHB Investment Advisors, Inc. 5.44% Reduce -1.5% 343,421 $70.5M
Fulton Breakefield Broenniman LLC 4.76% Add +3.3% 343,293 $70.4M
AMG National Trust Bank 1.84% Add +1.0% 341,099 $70.0M
Obermeyer Wealth Partners 3.48% Reduce -5.1% 340,447 $69.8M
Evanson Asset Management, LLC 4.34% Reduce -18.4% 340,073 $69.8M
HBK Sorce Advisory LLC 1.89% Add +0.6% 339,888 $69.7M
Vise Technologies, Inc. 2.88% — 339,870 $69.7M
Oriental Harbor Investment Master Fund 6.16% Reduce -34.5% 338,432 $69.4M
Campbell Newman Asset Management Inc. 5.52% Reduce -2.8% 337,915 $69.3M
Albion Financial Group 4.52% Reduce -4.9% 337,200 $69.2M
Harbor Investment Advisory, LLC 6.12% Reduce -0.6% 352,168 $68.7M
Fisher Funds Management LTD 1.63% Reduce -10.0% 334,785 $68.7M
Martin Currie Ltd. 2.63% Reduce -2.2% 334,550 $68.6M
Birinyi Associates Inc. 19.98% Reduce -0.7% 332,915 $68.3M
Oppenheimer Asset Management Inc. 0.78% Reduce -30.1% 332,406 $68.2M
Josh Arnold Investment Consultant, LLC 59.03% Reduce -1.4% 331,502 $68.0M
Diversify Advisory Services, LLC 2.60% Add +26.4% 296,123 $68.0M
Mufg Securities Americas Inc. 5.84% Add +24.5% 331,020 $67.9M
Grassi Investment Management 5.39% Reduce -0.4% 330,171 $67.7M
Westpac Banking Corp. 4.53% Reduce -4.4% 330,157 $67.7M
Avestar Capital, LLC 4.94% Add +8.8% 329,924 $67.7M
Meeder Advisory Services, Inc. 3.49% Reduce -2.4% 328,348 $67.4M
Clear Harbor Asset Management, LLC 5.06% Reduce -4.7% 327,931 $67.3M
Essex Financial Services, Inc. 4.42% Add +1.4% 327,819 $67.3M
Calydon Capital 6.58% Add +199.0% 327,064 $67.1M
Carret Asset Management, LLC 7.11% Reduce -3.0% 324,469 $66.6M
Baskin Financial Services Inc. 5.03% Reduce -2.0% 323,965 $66.5M
TCTC Holdings, LLC 2.13% Reduce -0.1% 323,120 $66.3M
Kanawha Capital Management LLC 4.87% Reduce -1.2% 320,402 $65.7M
Means Investment Co., Inc. 6.22% Reduce -0.4% 320,092 $65.7M
National Mutual Insurance Federation of Agricultural Cooperatives 0.53% No change 319,400 $65.5M
Triglav Investments, D.O.O. 4.74% Reduce -3.6% 319,401 $65.5M
Beese Fulmer Investment Management, Inc. 4.87% Add +2.6% 318,445 $65.3M
Meiji Yasuda Asset Management Co Ltd. 3.24% Reduce -35.7% 318,411 $65.3M
SeaCrest Wealth Management, LLC 7.09% Reduce -8.9% 318,283 $65.3M
Avity Investment Management Inc. 4.83% Reduce -5.7% 316,665 $65.0M
Burns J W & Co. Inc. 7.88% Reduce -1.2% 316,386 $64.9M
Caisse Des Depots Et Consignations 2.72% Add +1.3% 316,217 $64.9M
First Horizon Advisors, Inc. 1.68% Reduce -2.8% 315,951 $64.8M
Bank Pictet & Cie (Europe) AG 1.39% Add +6.1% 315,639 $64.8M
LS Investment Advisors, LLC 9.46% Reduce -0.7% 315,470 $64.7M
GW Henssler & Associates Ltd. 3.44% Add +1.0% 314,217 $64.5M
First Foundation Advisors 2.38% Add +0.1% 313,304 $64.3M
Forum Financial Management, LP 0.97% Reduce -1.4% 312,054 $64.0M
Iron Gate Global Advisors LLC 7.10% Add +5.4% 310,702 $63.7M
BLB&B Advisors, LLC 2.97% Reduce -2.1% 309,770 $63.6M
Academy Capital Management 9.07% Reduce -1.0% 309,615 $63.5M
Cincinnati Specialty Underwriters Insurance CO 16.61% No change 308,000 $63.2M
Hantz Financial Services, Inc. 1.02% Reduce -14.9% 306,788 $62.9M
Nwi Management LP 5.77% Add +142.7% 306,100 $62.8M
LM Advisors LLC 8.05% Add +196.4% 303,101 $62.2M
New Age Alpha Advisors, LLC 2.73% Reduce -9.4% 302,427 $62.0M
Washington Trust Advisors, Inc. 5.01% Reduce -0.9% 300,822 $61.7M
Bragg Financial Advisors, Inc 2.20% Add +0.0% 300,375 $61.6M
Aspiriant, LLC 1.96% Reduce -12.8% 300,315 $61.6M
Allen Investment Management, LLC 0.67% Reduce -2.3% 299,907 $61.5M
Oddo BHF Asset Management Sas 2.34% Add +14.9% 299,766 $61.5M
Am Investment Strategies LLC 14.43% Reduce -10.4% 298,898 $61.3M
Aljian Capital Management, LLC 13.47% Reduce -3.1% 298,793 $61.3M
Beacon Investment Advisory Services, Inc. 2.70% Reduce -4.9% 298,644 $61.3M
Bender Robert & Associates 13.66% Reduce -2.4% 298,598 $61.3M
Boston Family Office LLC 4.06% Add +0.1% 297,988 $61.1M
Montag A & Associates Inc. 2.98% Reduce -4.3% 297,203 $61.0M
AlTi Global, Inc. 1.53% Add +3.1% 292,230 $61.0M
Morningstar Investment Management LLC 5.34% Add +27.6% 296,355 $60.8M
Bouchey Financial Group, Ltd. 5.05% Add +2.0% 296,206 $60.8M
Osborne Partners Capital Management, LLC 3.22% Reduce -1.6% 295,218 $60.6M
Main Street Research LLC 3.76% Reduce -21.2% 294,394 $60.4M
Kimelman & Baird, LLC 4.91% Reduce -1.1% 293,968 $60.3M
Sound View Wealth Advisors Group, LLC 4.45% Add +2.0% 293,761 $60.3M
GuideStone Capital Management, LLC 100.00% No change 293,577 $60.2M
Stonebridge Capital Advisors LLC 4.54% Reduce -0.9% 291,479 $59.8M
Soltis Investment Advisors LLC 4.70% Add +17.1% 291,353 $59.8M
Penobscot Investment Management Company, Inc. 5.11% Reduce -1.1% 291,066 $59.7M
General American Investors Co. Inc. 4.01% No change 291,000 $59.7M
Rollins Financial Advisors, LLC 9.51% Reduce -8.6% 290,767 $59.7M
Roundview Capital LLC 3.98% Reduce -1.9% 290,087 $59.5M
CFM Wealth Partners LLC 9.47% Reduce -1.5% 290,071 $59.5M
Thoroughbred Financial Services, LLC 4.14% Reduce -23.3% 288,549 $59.2M
CORDA Investment Management, LLC. 4.34% Add +51.7% 287,356 $59.0M
KMG Fiduciary Partners, LLC 4.36% Add +2.7% 287,069 $58.9M
NBT Bank, N.A. 4.03% Reduce -2.3% 285,813 $58.6M
MPS Loria Financial Planners, LLC 17.17% Reduce -6.4% 284,413 $58.4M
Ceeto Capital Group, LLC 20.29% Reduce -2.7% 284,231 $58.3M
Sumitomo Life Insurance Co. 3.95% Reduce -1.6% 284,078 $58.3M
First American Trust, FSB 4.63% Reduce -7.8% 282,749 $58.0M
Chesley Taft & Associates LLC 2.59% Reduce -5.8% 282,298 $57.9M
Lowe Brockenbrough & Co. Inc. 3.25% Reduce -1.0% 281,425 $57.7M
First Nebraska Trust Co 5.48% Reduce -0.9% 278,986 $57.3M
Pure Financial Advisors, LLC 1.01% Add +57.5% 279,045 $57.3M
RB Capital Management, LLC 13.51% Add +0.2% 278,958 $57.2M
Berkshire Asset Management LLC 2.59% Add +0.4% 278,001 $57.0M
GAMMA Investing LLC 3.60% Add +2.7% 277,763 $57.0M
Bath Savings Trust Co 5.77% Reduce -0.5% 277,624 $57.0M
TrinityBridge Ltd 1.66% Reduce -4.6% 277,695 $57.0M
Harbour Investments, Inc. 1.44% Reduce -3.5% 277,485 $56.9M
Beaumont Financial Advisors, LLC 4.12% Reduce -1.6% 277,438 $56.9M
Chicago Partners Investment Group LLC 1.64% Add +2.8% 265,692 $56.9M
Shikiar Asset Management Inc. 17.36% Add +0.2% 276,443 $56.7M
Rothschild Investment LLC 3.55% Reduce -4.6% 276,346 $56.7M
Frank, Rimerman Advisors LLC 3.80% Reduce -5.5% 275,849 $56.6M
Philadelphia Trust Co. 4.33% Reduce -0.7% 275,311 $56.5M
Private Capital Advisors, Inc. 6.88% Add +0.0% 275,286 $56.5M
Fulton Bank, N.A. 2.09% Reduce -1.1% 275,274 $56.5M
Narwhal Capital Management 4.53% Reduce -0.8% 274,968 $56.4M
Westwood Holdings Group Inc. 0.41% Add +43.0% 274,881 $56.4M
Smithfield Trust Co 2.66% Reduce -0.6% 274,279 $56.3M
Washington Trust Bank 4.74% Add +56.4% 274,073 $56.2M
Gladstone Institutional Advisory LLC 2.32% Add +3.1% 273,778 $56.2M
Nwam LLC 3.26% Reduce -0.9% 271,172 $56.2M
Vest Financial, LLC 0.79% Add +0.7% 273,658 $56.1M
Marco Investment Management LLC 4.68% Add +1.0% 273,434 $56.1M
Leonteq Securities AG 3.29% Add +252.6% 273,329 $56.1M
Simon Quick Advisors, LLC 2.83% Reduce -19.7% 272,550 $55.9M
Heritage Wealth Advisors 2.65% Add +0.1% 271,983 $55.8M
Jane Street Group, LLC 0.09% Reduce -83.0% 271,651 $55.7M
Applied Finance Capital Management, LLC 3.80% Add +1.4% 270,896 $55.6M
Wendell David Associates Inc. 5.58% Reduce -7.5% 270,573 $55.5M
Falcon Wealth Planning 5.60% Reduce -0.9% 270,215 $55.4M
Comgest Global Investors S.A.S. 0.94% Reduce -8.5% 269,818 $55.4M
Hemenway Trust Co LLC 4.27% Reduce -1.4% 269,228 $55.2M
Courier Capital LLC 3.35% Reduce -1.9% 269,167 $55.2M
Edmond DE Rothschild Holding S.A. 0.88% Reduce -0.3% 268,151 $55.0M
Fragasso Financial Advisors Inc 3.71% Reduce -1.0% 268,008 $55.0M
Sonora Investment Management Group, LLC 4.08% Reduce -1.7% 267,774 $54.9M
Twin Capital Management Inc. 5.84% Add +2.5% 267,734 $54.9M
Susquehanna Portfolio Strategies, LLC 1.20% New 267,277 $54.8M
Canada Post Corp Registered Pension Plan 3.21% Reduce -26.2% 266,323 $54.6M
First National Bank of Omaha 3.54% Reduce -0.7% 266,273 $54.6M
Trust Co. of Toledo NA 6.02% Reduce -2.2% 265,830 $54.5M
Nixon Peabody Trust Co. 4.22% Reduce -0.8% 265,752 $54.5M
Aviance Capital Partners, LLC 7.12% Reduce -1.5% 265,410 $54.5M
Dillon & Associates Inc. 7.37% Reduce -0.6% 264,931 $54.3M
ZEGA Investments, LLC 13.60% Add +4.2% 264,275 $54.2M
LMCG Investments, LLC 3.40% Reduce -1.1% 264,010 $54.2M
Fort Sheridan Advisors LLC 7.69% Reduce -5.3% 263,040 $54.0M
Pine Valley Investments Ltd Liability Co 3.16% Add +33.4% 261,926 $53.7M
Harvest Portfolios Group Inc. 1.25% Add +41.3% 261,532 $53.7M
ZWJ Investment Counsel Inc. 1.99% Reduce -3.4% 261,412 $53.6M
Wedmont Private Capital 2.28% Reduce -2.7% 253,621 $53.5M
Klingman & Associates, LLC 2.94% Add +2.6% 259,702 $53.3M
Smith Group Asset Management, LLC 3.49% Add +1.7% 259,308 $53.2M
Western Wealth Management, LLC 3.16% Add +0.5% 259,165 $53.2M
Prosperity Consulting Group, LLC 3.88% Reduce -1.4% 259,076 $53.2M
Rockland Trust Co. 2.58% Add +1.7% 258,599 $53.1M
Manchester Capital Management LLC 6.98% Reduce -0.3% 258,516 $53.0M
Moody LYNN Lieberson & Walker, LLC 3.05% Reduce -5.8% 257,976 $52.9M
Aureus Asset Management, LLC 3.38% Reduce -1.1% 257,672 $52.9M
Richard Bernstein Advisors LLC 1.30% Reduce -9.3% 257,609 $52.9M
Longbow Finance SA 5.64% Add +19.2% 257,419 $52.8M
Leavell Investment Management, Inc. 2.36% Reduce -0.4% 256,329 $52.6M
Blackhill Capital Inc. 3.03% Reduce -2.1% 255,800 $52.5M
Archon Partners LLC 6.04% No change 255,000 $52.3M
Jacobs & Co. 5.18% Add +3.7% 254,468 $52.2M
Balyasny Asset Management L.P. 0.12% Add +665.8% 253,782 $52.1M
Marble Harbor Investment Counsel, LLC 5.65% Reduce -2.3% 252,940 $51.9M
Pallas Capital Advisors LLC 1.97% Reduce -3.6% 252,484 $51.8M
Ar Asset Management Inc. 11.61% Add +0.1% 251,803 $51.7M
GM Advisory Group, LLC 2.55% Add +15.2% 251,447 $51.6M
City of London Investment Management Co. Ltd. 4.79% Add +30.2% 251,070 $51.5M
S&co Inc. 3.30% Add +2.7% 251,069 $51.5M
Crawford Investment Counsel Inc. 0.90% Add +5.8% 251,020 $51.5M
Foster & Motley Inc. 2.97% Add +2.2% 250,899 $51.5M
Belpointe Asset Management LLC 2.14% Reduce -20.4% 250,798 $51.5M
Caldwell Trust Co 5.15% Add +2.2% 250,773 $51.5M
Alyeska Investment Group, L.P. 0.18% Reduce -42.0% 249,806 $51.3M
Newlands Management Operations LLC 0.27% No change 248,975 $51.1M
Fidelis Capital Partners, LLC 4.64% Add +1.3% 239,169 $51.0M
Boston Common Asset Management, LLC 1.43% Reduce -2.5% 248,521 $51.0M
Jag Capital Management, LLC 5.72% Add +3.5% 248,434 $51.0M
Alberta Investment Management Corp 0.43% Reduce -45.2% 247,600 $50.8M
Clare Market Investments LLC 11.27% Reduce -0.6% 247,510 $50.8M
Waycross Partners, LLC 4.77% Add +1.1% 246,830 $50.6M
Trajan Wealth LLC 2.47% Add +14.3% 246,287 $50.5M
Fiduciary Alliance LLC 3.77% Add +5.3% 246,036 $50.5M
Integrated Advisors Network LLC 2.28% Add +0.1% 245,955 $50.5M
Stillwater Capital Advisors, LLC 6.42% Reduce -0.2% 245,881 $50.4M
Principal Securities, Inc. 0.95% Add +11.1% 245,764 $50.4M
Ledyard National Bank 4.75% Reduce -2.4% 245,374 $50.3M
Forbes J M & Co. LLP 4.60% Reduce -2.6% 245,286 $50.3M
Bar Harbor Wealth Management 3.21% Reduce -2.6% 244,654 $50.2M
Apexium Financial, LP 2.66% Reduce -0.9% 244,498 $50.2M
Avenir Corp. 5.10% Reduce -3.0% 241,933 $49.6M
Private Advisory Group LLC 4.63% Add +3.1% 241,294 $49.5M
L. Roy Papp & Associates, LLP 5.87% Reduce -0.7% 240,877 $49.4M
North Star Investment Management Corp. 3.44% Reduce -3.5% 240,401 $49.3M
SlateStone Wealth, LLC 4.59% Reduce -0.9% 239,315 $49.1M
Mar Vista Investment Partners LLC 3.76% Reduce -9.5% 239,054 $49.0M
China Universal Asset Management Co., Ltd. 4.61% Reduce -26.3% 238,557 $48.9M
Cardinal Point Capital Management ULC 3.86% Add +560.1% 237,427 $48.7M
SP Asset Management LLC 4.02% Add +27.4% 237,352 $48.7M
Geneos Wealth Management Inc. 1.19% Add +26.1% 236,784 $48.6M
Krilogy Financial LLC 2.77% Add +6.3% 235,587 $48.3M
Artemis Investment Management LLP 0.62% Add +3.3% 235,564 $48.3M
Palisade Capital Management, LP 1.56% Reduce -0.8% 235,384 $48.3M
Middleton & Co. Inc. 5.42% Reduce -6.5% 235,338 $48.3M
CHURCHILL MANAGEMENT Corp 0.52% Add +3.9% 234,672 $48.1M
Bedrijfstakpensioenfonds Voor DE Media Pno 6.65% No change 275,400 $48.1M
Vision Capital Management, Inc. 6.32% Reduce -1.1% 234,529 $48.1M
Taikang Asset Management (Hong Kong) Co Ltd 6.19% No change 234,375 $48.1M
Northeast Financial Consultants Inc 1.96% Reduce -24.2% 233,136 $47.8M
Thomasville National Bank 3.26% Reduce -8.5% 233,005 $47.8M
NJ State Employees Deferred Compensation Plan 5.65% No change 233,000 $47.8M
SCS Capital Management LLC 0.53% Add +6.9% 232,625 $47.7M
Lee Danner & Bass Inc. 3.71% Reduce -4.2% 232,422 $47.7M
Apriem Advisors 5.06% Reduce -1.3% 231,921 $47.6M
Kayne Anderson Rudnick Investment Management LLC 0.11% Reduce -5.2% 230,616 $47.3M
Hardman Johnston Global Advisors LLC 2.10% Reduce -0.2% 230,510 $47.3M
Martingale Asset Management L P 1.16% Add +13.1% 230,304 $47.3M
Telos Capital Management, Inc. 4.80% Add +0.9% 229,806 $47.1M
PGGM Investments 0.82% Reduce -78.0% 229,664 $47.1M
Greenwood Gearhart LLC 2.94% Reduce -2.5% 229,588 $47.1M
Pinnacle Wealth Management Advisory Group, LLC 3.90% Add +1.2% 229,256 $47.0M
SOA Wealth Advisors, LLC. 8.61% Reduce -0.7% 267,635 $47.0M
GC Wealth Management RIA, LLC 3.84% Add +106.2% 228,720 $46.9M
Southeast Asset Advisors, LLC 5.57% Add +0.8% 228,584 $46.9M
Formidable Asset Management, LLC 7.82% Reduce -0.1% 210,331 $46.7M
Accredited Investors Inc. 2.76% Reduce -1.1% 227,672 $46.7M
Baltimore-Washington Financial Advisors, Inc. 2.17% Add +4.1% 226,876 $46.5M
Flagship Harbor Advisors, LLC 2.20% Reduce -0.3% 226,156 $46.4M
Stokes Family Office, LLC 4.87% Reduce -1.2% 226,155 $46.4M
Forte Capital LLC 4.98% Reduce -1.3% 225,618 $46.3M
United Asset Strategies, Inc. 3.95% Add +23.8% 225,522 $46.3M
Fiduciary Group, LLC 4.35% Reduce -0.4% 225,501 $46.3M
Wealthcare Advisory Partners LLC 1.05% Add +4.3% 224,975 $46.2M
Biondo Investment Advisors, LLC 6.08% Reduce -0.5% 224,752 $46.1M
Hamilton Capital Partners Inc. 2.35% Add +13.3% 224,556 $46.1M
Cornerstone Wealth Group, LLC 3.44% Add +1.8% 223,612 $45.9M
PKO Investment Management Joint-Stock Co 4.92% Add +48.7% 223,000 $45.8M
Tower Bridge Advisors 4.98% Reduce -2.6% 222,754 $45.7M
Blue Chip Partners, LLC 3.72% Add +2.4% 222,439 $45.6M
Violich Capital Management, Inc. 6.42% Reduce -8.9% 222,414 $45.6M
Financial Advocates Investment Management 3.72% Add +150.0% 222,140 $45.6M
LaFleur & Godfrey LLC 5.69% Add +1.0% 222,002 $45.5M
Pittenger & Anderson Inc. 1.66% Reduce -5.0% 221,310 $45.4M
Dorsey & Whitney Trust CO LLC 2.40% Reduce -3.8% 220,882 $45.3M
Mindset Wealth Management, LLC 14.83% Reduce -0.1% 220,771 $45.3M
Heritage Trust Co 5.21% Add +5.6% 219,815 $45.1M
Hartline Investment Corp./ 5.17% Reduce -13.4% 219,787 $45.1M
CTC LLC 2.87% Add +1385.4% 219,191 $45.0M
JGP Wealth Management, LLC 5.43% Reduce -0.3% 218,480 $44.8M
Granite Investment Partners, LLC 2.19% Reduce -6.0% 218,400 $44.8M
Sfmg, LLC 3.36% Add +0.9% 218,065 $44.7M
Kingswood Wealth Advisors, LLC 3.53% Reduce -0.0% 218,012 $44.7M
Silicon Valley Capital Partners 4.66% Reduce -1.5% 217,727 $44.7M
Cantor Fitzgerald, L. P. 1.10% Add +173.5% 217,571 $44.6M
Stony Point Capital LLC 3.53% Add +63.1% 217,546 $44.6M
Guardian Capital LP 1.57% Reduce -11.3% 216,471 $44.4M
Itau Unibanco Holding S.A. 1.69% Add +14.6% 216,423 $44.4M
Venturi Wealth Management, LLC 2.19% Add +1.4% 216,408 $44.4M
Palisade Asset Management, LLC 4.42% Reduce -0.7% 216,279 $44.4M
Physicians Financial Services, Inc. 13.20% Reduce -2.0% 216,046 $44.3M
Dupont Capital Management Corp. 4.76% Reduce -25.9% 215,625 $44.2M
RFG Advisory, LLC 1.04% Add +10.7% 214,907 $44.1M
First Merchants Corp. 1.71% Reduce -5.3% 214,726 $44.1M
BBR Partners, LLC 2.74% Reduce -1.0% 214,693 $44.0M
TBH Global Asset Management, LLC 9.41% Reduce -15.4% 214,413 $44.0M
Mullaney, Keating & Wright, Inc. 28.76% Reduce -0.1% 214,035 $43.9M
Petredis Investment Advisors LLC 3.82% Add +1.2% 212,297 $43.6M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.23% Reduce -14.8% 212,203 $43.5M
Cadence Bank 2.87% Add +2.7% 212,176 $43.5M
Spinnaker Trust 2.62% Reduce -1.6% 212,017 $43.5M
Coastal Bridge Advisors, LLC 3.61% Reduce -6.3% 211,720 $43.4M
Harbour Trust & Investment Management Co 4.81% Reduce -0.3% 211,659 $43.4M
Cullen Investment Group, LTD. 6.13% Add +0.3% 211,592 $43.4M
Community Bank & Trust, Waco, Texas 9.79% Reduce -0.8% 210,630 $43.2M
Alps Advisors Inc. 0.25% Reduce -2.5% 210,196 $43.1M
Meeder Asset Management Inc. 2.65% Reduce -44.9% 210,167 $43.1M
American Assets Investment Management, LLC 3.46% No change 210,000 $43.1M
BTC Capital Management, Inc. 3.51% Reduce -1.7% 209,639 $43.0M
Capital International Sarl 0.82% Reduce -46.4% 208,974 $42.9M
Johnson Financial Group, Inc. 1.93% Add +4.1% 208,758 $42.8M
Columbia Asset Management 8.40% Reduce -2.4% 208,272 $42.7M
CX Institutional 1.49% Add +9.6% 208,224 $42.7M
Cyndeo Wealth Partners, LLC 2.53% Add +3.8% 208,124 $42.7M
Schaper Benz & Wise Investment Counsel Inc. 3.28% Reduce -2.6% 208,066 $42.7M
Webster Bank, N. A. 4.40% Reduce -4.7% 207,527 $42.6M
Verdence Capital Advisors LLC 2.90% Reduce -2.4% 206,946 $42.5M
Nilsine Partners, LLC 4.29% Reduce -4.4% 206,786 $42.4M
VestGen Advisors, LLC 1.69% Reduce -0.6% 206,890 $42.3M
PFG Advisors 1.95% Add +7.1% 206,113 $42.3M
Ycg, LLC 3.26% Add +4.8% 205,758 $42.2M
Nemes Rush Group LLC 4.59% Add +0.4% 205,135 $42.1M
Greenwich Wealth Management LLC 2.04% Reduce -0.1% 204,598 $42.0M
Cassaday & Co Wealth Management LLC 1.05% Add +6.3% 204,268 $41.9M
WestEnd Advisors, LLC 1.04% Add +12.0% 204,181 $41.9M
Consolidated Portfolio Review Corp 5.79% Add +0.9% 204,052 $41.9M
Cercano Management LLC 1.19% Reduce -26.3% 203,207 $41.7M
Cascade Financial Partners, LLC 5.01% Add +4.3% 203,185 $41.7M
CRA Financial Services, LLC 6.37% Add +0.2% 203,169 $41.7M
Blue Fin Capital, Inc. 7.09% Reduce -0.8% 202,850 $41.6M
Mechanics Bank Trust Department 5.95% Reduce -9.3% 202,174 $41.5M
Zhang Financial LLC 1.91% Add +1.2% 202,137 $41.5M
Rossmore Private Capital 4.85% Reduce -1.9% 202,061 $41.5M
Valmark Advisers, Inc. 0.58% Add +3.4% 202,051 $41.5M
Alerus Financial NA 2.98% Reduce -3.1% 201,565 $41.4M
Sagespring Wealth Partners, LLC 0.89% Add +1.1% 201,102 $41.3M
Bridgewater Advisors Inc. 3.13% Add +2.2% 194,599 $41.1M
Resources Management Corp. /CT/ 5.58% Reduce -1.1% 200,049 $41.0M
Jackson Wealth Management, LLC 4.46% Reduce -0.8% 199,737 $41.0M
Rehmann Capital Advisory Group 2.48% Reduce -1.3% 199,693 $41.0M
Edgewood Management LLC 0.13% Reduce -2.5% 199,649 $41.0M
Cypress Capital Group 5.08% Reduce -0.6% 198,975 $40.8M
Tompkins Financial Corp. 3.75% Reduce -3.5% 198,841 $40.8M
Stratos Wealth Advisors, LLC 2.15% Reduce -17.9% 198,735 $40.8M
Shufro Rose & Co. LLC 3.30% Reduce -3.0% 183,424 $40.7M
WealthPLAN Partners, LLC 6.56% Reduce -7.2% 198,534 $40.7M
Bristlecone Advisors, LLC 3.42% Reduce -2.6% 198,490 $40.7M
Graypoint LLC 2.29% Reduce -5.0% 198,083 $40.6M
TruWealth Advisors, LLC 2.23% Add +4.3% 197,426 $40.5M
Strategic Advisors LLC 7.95% Reduce -1.6% 196,967 $40.4M
Capital Analysts, LLC 1.35% Reduce -0.2% 196,885 $40.4M
Steigerwald, Gordon & Koch Inc. 4.25% Reduce -0.5% 196,274 $40.3M
Savvy Advisors, Inc. 2.68% Add +38.5% 195,748 $40.2M
Financial Engines Advisors L.L.C. 0.08% Add +16.8% 195,497 $40.1M
American National Bank & Trust 4.11% Add +2.4% 195,482 $40.1M
Baker Chad R 7.45% No change 195,384 $40.1M
SageView Advisory Group, LLC 1.51% Reduce -0.7% 186,710 $40.0M
Solidarity Wealth, LLC 9.30% Reduce -0.1% 193,784 $39.8M
OAKMONT Corp 6.96% Reduce -0.4% 193,559 $39.7M
Rice Partnership, LLC 6.90% Reduce -0.1% 193,445 $39.7M
Blue Investment Partners LLC 13.91% Reduce -0.1% 193,343 $39.7M
Sloy Dahl & Holst, LLC 5.51% Reduce -12.9% 193,228 $39.6M
Auxano Advisors, LLC 9.24% Add +33.8% 192,943 $39.6M
Global X Japan Co., Ltd. 4.01% Add +18.8% 192,868 $39.6M
Valley Wealth Managers, Inc. 2.83% Reduce -2.2% 191,695 $39.3M
Naples Global Advisors, LLC 3.37% Add +0.5% 190,883 $39.2M
Renaissance Group LLC 1.51% Add +0.8% 189,430 $38.9M
Invictus Private Wealth, LLC 2.65% Reduce -1.4% 188,965 $38.8M
Avior Wealth Management, LLC 1.34% Add +1.9% 188,913 $38.7M
Amica Mutual Insurance Co. 3.74% Reduce -8.9% 188,804 $38.7M
Apella Capital, LLC 1.05% Add +62.0% 184,366 $38.7M
Mather Group, Llc. 0.41% Reduce -18.3% 188,180 $38.6M
Sargent Investment Group, LLC 5.22% Reduce -0.5% 180,869 $38.6M
Capital Asset Advisory Services LLC 1.80% Add +35.0% 185,477 $38.5M
WCG Wealth Advisors LLC 2.49% Add +0.7% 187,854 $38.5M
Wealth Architects, LLC 3.91% Reduce -6.5% 187,688 $38.5M
River Wealth Advisors LLC 4.78% Add +5.8% 187,602 $38.5M
Estabrook Capital Management 5.94% Reduce -3.4% 187,538 $38.5M
Equitable Trust Co. 1.92% Reduce -7.2% 187,514 $38.5M
Fiduciary Financial Group, LLC 6.95% Add +6.7% 185,072 $38.5M
Novare Capital Management LLC 3.13% Add +8.4% 187,397 $38.4M
Kintegral Advisory, LLC 3.49% Reduce -0.1% 186,969 $38.4M
German American Bancorp, Inc. 3.74% Add +0.2% 186,870 $38.3M
Ironwood Financial, llc 8.19% No change 171,906 $38.2M
Ausdal Financial Partners, Inc. 2.55% Add +8.4% 185,927 $38.1M
Azzad Asset Management Inc. 4.08% Reduce -1.6% 185,769 $38.1M
J.P. Marvel Investment Advisors, LLC 6.13% Reduce -0.1% 185,512 $38.1M
Madison Asset Management, LLC 0.41% Reduce -2.1% 185,412 $38.0M
Generate Investment Management Ltd 2.10% Add +1.4% 184,657 $37.9M
Edge Wealth Management LLC 7.28% Reduce -1.1% 183,912 $37.8M
Texas Yale Capital Corp. 1.24% Add +0.0% 184,215 $37.8M
Dock Street Asset Management Inc. 3.54% Reduce -18.4% 183,847 $37.7M
StoneX Group Inc. 1.84% Add +0.2% 183,691 $37.7M
Cache Advisors, LLC 10.19% Add +15.9% 183,639 $37.7M
Ascent Group, LLC 1.47% Reduce -13.9% 183,577 $37.7M
Lyell Wealth Management, LP 2.97% Reduce -1.4% 183,514 $37.7M
Penn Davis McFarland Inc. 4.23% Reduce -0.8% 183,118 $37.6M
Octavia Wealth Advisors, LLC 4.27% Reduce -5.0% 183,067 $37.6M
Culbertson A N & Co. Inc. 5.74% Reduce -2.5% 182,066 $37.4M
Parkside Financial Bank & Trust 4.02% Add +4.9% 181,824 $37.3M
Legacy Private Trust Co. 2.41% Reduce -3.3% 181,637 $37.3M
Integrity Alliance, Llc. 2.04% Reduce -43.7% 181,546 $37.2M
Sawgrass Asset Management LLC 4.23% Reduce -11.6% 181,506 $37.2M
CSM Advisors, LLC 1.08% Add +4.2% 180,955 $37.1M
Forvis Mazars Wealth Advisors, LLC 0.80% Add +6.0% 180,826 $37.1M
Woodmont Investment Counsel LLC 2.45% Add +1.7% 180,705 $37.1M
Shared Vision Wealth Group LLC 18.44% Add +0.3% 177,852 $36.9M
DSG Capital Advisors, LLC 6.55% Add +0.4% 179,535 $36.8M
Syon Capital LLC 2.44% Add +2.7% 179,476 $36.8M
Brevan Howard Capital Management LP 0.41% Reduce -51.0% 179,102 $36.7M
Coastline Trust Co 4.20% Reduce -0.5% 178,680 $36.7M
Fagan Associates, Inc. 5.66% Reduce -2.9% 178,305 $36.6M
Checchi Capital Advisers, LLC 2.55% Reduce -6.8% 178,258 $36.6M
ARS Wealth Advisors Group, LLC 4.22% New 178,098 $36.5M
EverSource Wealth Advisors, LLC 1.65% Reduce -11.9% 177,873 $36.5M
Confluence Wealth Services, Inc. 1.99% Reduce -6.4% 177,662 $36.5M
Griffin Asset Management, Inc. 4.27% Reduce -1.0% 176,394 $36.2M
Aire Advisors, LLC 7.01% Reduce -0.2% 176,377 $36.2M
Blue Trust, Inc. 0.43% Add +3.8% 176,304 $36.2M
Qtron Investments LLC 4.60% No change 175,598 $36.0M
Guinness Asset Management LTD 0.64% Reduce -2.0% 174,955 $35.9M
Connors Investor Services Inc. 3.16% Reduce -1.8% 174,136 $35.7M
Trust Asset Management LLC 2.65% Reduce -0.1% 173,947 $35.7M
Douglas Lane & Associates, LLC 0.52% Reduce -7.2% 173,746 $35.6M
Arthur M. Cohen & Associates, LLC 6.28% Reduce -1.5% 173,411 $35.6M
Kovack Advisors, Inc. 3.49% Reduce -5.7% 173,259 $35.5M
Cliftonlarsonallen Wealth Advisors, LLC 0.60% Add +0.6% 173,120 $35.5M
Ramsay, Stattman, Vela & Price, Inc. 6.62% Reduce -3.7% 172,885 $35.5M
Suncoast Equity Management 3.63% Reduce -5.4% 172,599 $35.4M
CoreCap Advisors, LLC 1.42% Reduce -0.5% 172,421 $35.4M
Cape Cod Five Cents Savings Bank 3.24% No change 151,758 $35.4M
J. Goldman & Co LP 1.11% New 172,317 $35.4M
Red Door Wealth Management, LLC 4.21% Add +20.5% 171,644 $35.2M
Thompson Siegel & Walmsley LLC 0.59% Reduce -0.7% 171,434 $35.2M
MASTERINVEST Kapitalanlage GmbH 3.69% — 170,893 $35.1M
Vantage Investment Partners, LLC 2.55% Add +3.5% 170,785 $35.0M
Svenska Handelsbanken AB (publ) 33.04% Add +39.1% 170,715 $35.0M
Barr E S & Co. 2.00% Reduce -1.1% 170,398 $35.0M
Csenge Advisory Group 1.84% Reduce -1.9% 173,729 $34.9M
Woodstock Corp. 3.20% Add +0.0% 169,874 $34.9M
Sittner & Nelson, LLC 13.95% Reduce -0.3% 169,070 $34.7M
One Wealth Advisors, LLC 4.81% Reduce -4.8% 168,584 $34.6M
GAM Holding AG 2.41% Reduce -20.1% 167,187 $34.3M
Quantbot Technologies LP 0.88% Add +189.8% 167,161 $34.3M
Winslow Asset Management Inc. 6.91% Reduce -1.6% 167,068 $34.3M
K.J. Harrison & Partners Inc 5.68% Reduce -0.8% 167,032 $34.3M
Bank of Hawaii 1.81% Reduce -3.0% 166,934 $34.2M
First National Advisers, LLC 5.01% Reduce -0.2% 166,834 $34.2M
Strategic Wealth Partners, Ltd. 2.69% — 166,569 $34.2M
Koshinski Asset Management, Inc. 2.58% Add +0.5% 165,911 $34.1M
DRW Securities, LLC 2.39% Add +274.0% 165,780 $34.0M
Waters Parkerson & Co., LLC 1.70% Add +0.4% 165,655 $34.0M
Lazari Capital Management, Inc. 12.79% Reduce -5.2% 165,583 $34.0M
IFG Advisory, LLC 1.71% Add +1.3% 165,382 $33.9M
TCV Trust & Wealth Management, Inc. 2.96% Reduce -0.6% 164,944 $33.8M
Certuity, LLC 3.18% Reduce -1.2% 165,222 $33.8M
Berger Financial Group, Inc 2.20% Reduce -2.4% 164,925 $33.8M
AIA Group Ltd 0.73% Reduce -30.1% 164,688 $33.8M
Vancity Investment Management Ltd 4.26% Reduce -8.2% 164,463 $33.7M
Grove Bank & Trust 4.20% Reduce -4.8% 164,251 $33.7M
CHICAGO TRUST Co NA 4.81% Add +12.1% 164,087 $33.7M
NORTHSTAR ASSET MANAGEMENT Co 7.74% Reduce -10.1% 164,037 $33.7M
Westmount Partners, LLC 9.23% Reduce -0.1% 163,843 $33.6M
AlphaCore Capital LLC 1.28% Add +54.4% 163,813 $33.6M
WP Advisors, LLC 9.22% Add +1.8% 163,560 $33.6M
Hendershot Investments Inc. 4.48% Reduce -2.3% 163,368 $33.5M
Miller Wealth Advisors, LLC 15.64% Reduce -1.4% 162,852 $33.4M
MayTech Global Investments, LLC 3.45% Reduce -25.7% 162,001 $33.3M
TriaGen Wealth Management LLC 10.09% Reduce -2.9% 162,326 $33.3M
Zullo Investment Group, Inc. 13.49% Reduce -4.4% 162,135 $33.3M
TradeWell Securities, LLC. 15.86% Add +1.7% 161,596 $33.2M
Godsey & Gibb, Inc. 3.09% Add +0.2% 161,094 $33.1M
Walleye Capital LLC 0.34% Reduce -80.5% 160,827 $33.0M
Simplicity Wealth,LLC 1.37% Add +72.7% 160,567 $32.9M
Nicolet Advisory Services, LLC 2.80% Add +2.2% 162,656 $32.9M
Wedgewood Partners Inc. 6.39% Reduce -2.0% 161,857 $32.9M
Synergy Asset Management, LLC 3.76% Reduce -8.8% 160,319 $32.9M
GHP Investment Advisors, Inc. 1.45% Reduce -1.8% 160,104 $32.8M
Harold Davidson & Associates Inc. 21.26% Reduce -22.2% 159,937 $32.8M
Arax Advisory Partners 1.51% Reduce -7.5% 97,116 $32.8M
Gryphon Financial Partners LLC 4.28% Add +4.3% 159,699 $32.8M
Advisor OS, LLC 3.22% Add +4.2% 159,678 $32.8M
Perennial Investment Advisors, LLC 3.18% Reduce -4.2% 159,664 $32.8M
Procyon Advisors, LLC 3.09% Reduce -34.8% 159,111 $32.6M
Addenda Capital Inc. 1.17% Add +7.3% 158,901 $32.6M
Good Life Advisors, LLC 2.03% Reduce -1.8% 158,581 $32.5M
MainStreet Investment Advisors LLC 4.50% Reduce -2.7% 158,474 $32.5M
Occidental Asset Management, LLC 4.48% Add +1.0% 158,274 $32.5M
Westchester Capital Management, Inc. 7.64% Add +0.3% 158,193 $32.5M
TRB Advisors LP 7.77% Reduce -49.0% 158,000 $32.4M
LGT Fund Management Co Ltd. 2.84% Add +0.3% 157,989 $32.4M
Kiley Juergens Wealth Management, LLC 7.48% Add +3.1% 157,897 $32.4M
Denali Advisors LLC 3.37% Reduce -1.2% 157,687 $32.4M
Smithbridge Asset Management Inc. 5.65% Reduce -3.0% 157,636 $32.3M
Parcion Private Wealth LLC 2.31% Add +1.0% 157,606 $32.3M
Buckley Wealth Management, LLC 9.67% Reduce -0.9% 157,529 $32.3M
DDD Partners, LLC 3.46% Add +1.0% 157,356 $32.3M
Oakworth Capital, Inc. 2.08% Reduce -4.2% 157,322 $32.3M
Mill Creek Capital Advisors, LLC 0.71% Reduce -5.2% 156,940 $32.2M
Avidian Wealth Enterprises, LLC 1.31% Reduce -10.8% 156,880 $32.2M
Campbell Capital Management Inc. 12.53% Reduce -2.9% 156,674 $32.1M
Arvest Bank Trust Division 1.87% Reduce -0.3% 156,357 $32.1M
Schmidt P J Investment Management Inc. 5.55% Add +1.9% 156,323 $32.1M
Staley Capital Advisers Inc. 1.36% Reduce -2.3% 155,857 $32.0M
Moody National Bank Trust Division 2.92% Add +0.8% 155,800 $32.0M
Winthrop Advisory Group LLC 3.08% Add +3.4% 155,787 $32.0M
Clarkston Capital Partners, LLC 0.68% Reduce -0.4% 155,692 $31.9M
Journey Advisory Group, LLC 2.49% Reduce -2.5% 155,647 $31.9M
Kavar Capital Partners Group, LLC 4.58% Reduce -0.5% 155,165 $31.8M
Howe & Rusling Inc. 2.35% Add +0.1% 154,887 $31.8M
Bordeaux Wealth Advisors LLC 4.07% Reduce -5.0% 154,831 $31.8M
JB Capital LLC 1.54% Add +1.4% 154,594 $31.7M
Penserra Capital Management LLC 0.44% Add +405.3% 154,586 $31.7M
Affinity Capital Advisors, LLC 5.45% Reduce -6.5% 154,453 $31.7M
Debussy Capital Management LP 4.75% Reduce -1.0% 154,269 $31.7M
Nations Financial Group Inc, /Ia/ 2.17% Reduce -10.7% 153,659 $31.5M
Ascent Wealth Partners, LLC 3.89% Reduce -2.3% 153,456 $31.5M
Northstar Group, Inc. 5.08% Add +0.3% 152,963 $31.4M
Rothschild Capital Partners, LLC 8.23% Reduce -3.2% 152,863 $31.4M
Bedell Frazier Investment Counselling, LLC 7.89% Reduce -2.2% 152,774 $31.3M
Algert Global LLC 0.66% Add +0.7% 152,761 $31.3M
Cozad Asset Management Inc. 2.74% Add +6.1% 152,686 $31.3M
West Branch Capital LLC 9.26% Reduce -1.5% 152,615 $31.3M
Smith, Moore & Co. 2.63% Reduce -1.1% 152,513 $31.3M
Colonial Trust Co / SC 4.55% Reduce -7.0% 152,346 $31.3M
Linscomb Wealth, Inc. 1.44% Add +1.4% 152,193 $31.2M
Terril Brothers, Inc. 11.78% Reduce -0.0% 152,083 $31.2M
Saybrook Capital 8.81% Reduce -8.4% 151,839 $31.2M
Cabot Wealth Management Inc. 3.70% Reduce -1.8% 151,743 $31.1M
Progressive Investment Management Corp 7.93% Reduce -1.4% 151,626 $31.1M
Cooper Financial Group 3.65% Reduce -7.3% 151,431 $31.1M
Segment Wealth Management, LLC 1.97% Reduce -0.8% 151,349 $31.1M
Bridgeway Capital Management, LLC 0.74% Add +1.8% 151,324 $31.0M
Pennsylvania Capital Management Inc. 9.90% Reduce -8.0% 150,419 $30.9M
Sassicaia Capital Advisers LLC 19.33% Add +180.5% 150,348 $30.8M
Callahan Advisors, LLC 2.77% Reduce -7.6% 150,224 $30.8M
Capital Investment Advisory Services, LLC 2.52% Add +2.9% 150,048 $30.8M
Bennett Selby Investments LP 10.95% Add +0.5% 149,906 $30.8M
Knollwood Investment Advisory, LLC 2.95% No change 149,835 $30.7M
Clarius Group, LLC 1.79% Reduce -1.3% 149,766 $30.7M
Quent Capital, LLC 2.96% Add +2.4% 149,573 $30.7M
Conway Capital Management, Inc. 13.73% Reduce -1.7% 149,568 $30.7M
Lake Street Private Wealth, LLC 4.39% Reduce -0.6% 149,472 $30.7M
Hillsdale Investment Management Inc. 1.13% Add +386.8% 149,289 $30.6M
Matrix Asset Advisors Inc. 3.08% Add +4.5% 148,576 $30.5M
Harbor Advisors LLC 4.98% No change 148,400 $30.4M
Cypress Funds LLC 3.57% No change 148,297 $30.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 3.37% Reduce -1.6% 148,112 $30.4M
Greenwood Capital Associates LLC 3.78% Add +7.1% 148,020 $30.4M
Hemington Wealth Management 4.40% Reduce -0.9% 147,969 $30.4M
Peachtree Investment Partners, LLC 11.57% Reduce -4.7% 147,775 $30.3M
Sage Capital Advisors,llc 7.48% Reduce -3.0% 147,766 $30.3M
Goelzer Investment Management, Inc. 1.66% Reduce -4.4% 147,666 $30.3M
JLB & Associates Inc. 4.22% Reduce -10.6% 147,370 $30.2M
Kennedy Capital Management LLC 0.72% Reduce -15.1% 147,309 $30.2M
Oak Asset Management, LLC 10.81% Reduce -1.1% 147,042 $30.2M
Main Street Financial Solutions, LLC 2.19% Add +18.2% 146,860 $30.1M
Capstone Financial Advisors, Inc. 1.75% Reduce -1.6% 146,797 $30.1M
Sand Hill Global Advisors, LLC 1.12% Add +1.1% 146,724 $30.1M
Knuff & Co LLC 9.48% Reduce -4.2% 146,720 $30.1M
FAS Wealth Partners, Inc. 2.22% Add +3.9% 146,337 $30.0M
Arete Wealth Advisors, LLC 2.13% Reduce -13.6% 146,287 $30.0M
Bogart Wealth, LLC 1.28% Add +15.5% 146,148 $30.0M
Whalerock Point Partners, LLC 6.66% Reduce -0.4% 146,009 $30.0M
Firetrail Investments PTY Ltd. 7.80% Reduce -1.7% 146,200 $29.9M
Hunter Associates Investment Management LLC 4.43% Reduce -10.3% 145,499 $29.9M
Pitcairn Co. 1.95% Reduce -8.9% 145,432 $29.8M
Cigna Investments Inc. 5.11% Reduce -2.2% 145,415 $29.8M
Martin Capital Advisors, LLP 19.39% Add +0.0% 145,263 $29.8M
Leisure Capital Management 11.20% Add +3.8% 144,832 $29.7M
L.M. Kohn & Company 8.01% Reduce -13.8% 144,796 $29.7M
BetterWealth, LLC 7.60% Reduce -2.0% 144,586 $29.7M
Sunbelt Securities, Inc. 2.62% Add +1.2% 118,301 $29.6M
Empire Life Investments Inc. 1.88% Reduce -5.7% 144,373 $29.6M
Tamar Securities, LLC 3.60% Reduce -0.3% 144,049 $29.6M
Spirepoint Private Client, LLC 3.34% Reduce -0.1% 144,013 $29.5M
Foster Group, Inc. 1.01% Reduce -0.8% 143,641 $29.5M
Postrock Partners LLC 14.09% Add +0.0% 143,584 $29.5M
Financiere des Professionnels - Fonds d'investissement inc. 1.78% Add +32.2% 143,512 $29.4M
Bluespring Wealth Management, LLC 2.79% Reduce -0.7% 143,176 $29.4M
Lodestar Private Asset Management LLC 3.38% Reduce -1.7% 143,061 $29.4M
Greatmark Investment Partners, Inc. 3.67% Reduce -0.4% 142,622 $29.3M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 6.21% Add +10.0% 142,621 $29.3M
Marietta Investment Partners LLC 6.39% Reduce -1.1% 142,351 $29.2M
Private Trust Co. NA 2.78% Add +0.7% 142,338 $29.2M
Mitchell Capital Management Co. 5.46% Reduce -13.1% 138,182 $29.2M
Bensler, LLC 3.26% Add +1.9% 142,157 $29.2M
1ST Source Bank 1.60% Reduce -11.3% 141,862 $29.1M
Sander Capital Advisors Inc. 13.27% Reduce -3.5% 141,858 $29.1M
Smartleaf Asset Management LLC 2.56% Reduce -13.2% 144,550 $29.1M
McKinley Carter Wealth Services, Inc. 1.61% Add +0.9% 141,071 $28.9M
Virtu Financial LLC 1.48% Add +99.5% 140,908 $28.9M
Rockline Wealth Management, LLC 6.84% Reduce -1.7% 140,871 $28.9M
Premier Path Wealth Partners, LLC 4.01% Reduce -0.6% 140,274 $28.8M
Angeles Wealth Management, LLC 1.97% Add +5.0% 139,836 $28.7M
Continuum Advisory, LLC 3.45% Add +5.6% 139,815 $28.7M
Sandbox Financial Partners, LLC 9.03% Reduce -7.5% 139,523 $28.6M
MJP Associates Inc. 4.24% Add +4.0% 139,242 $28.6M
First National Bank & Trust Co. of Newtown 5.72% Reduce -1.4% 139,202 $28.6M
Platform Technology Partners 7.46% Reduce -1.0% 139,180 $28.6M
Kidder Stephen W 8.58% Add +0.5% 139,065 $28.5M
Country Club Bank 1.79% Reduce -1.2% 141,878 $28.5M
Schwarz Dygos Wheeler Investment Advisors LLC 6.49% Reduce -0.5% 138,743 $28.5M
Magnus Financial Group LLC 2.51% Reduce -0.3% 138,694 $28.5M
Mengis Capital Management, Inc. 6.08% Reduce -11.8% 138,651 $28.4M
Condor Capital Management 2.47% Reduce -0.5% 138,574 $28.4M
Missouri Trust & Investment Co 9.28% Add +2.6% 138,501 $28.4M
DE Burlo Group Inc. 3.74% Reduce -2.6% 138,495 $28.4M
Augustine Asset Management Inc. 7.60% Reduce -0.2% 138,477 $28.4M
Schnieders Capital Management LLC 5.01% Reduce -8.1% 138,285 $28.4M
Semus Wealth Partners LLC 18.35% Add +0.3% 137,936 $28.3M
Allen Mooney & Barnes Investment Advisors LLC 4.65% Add +1.3% 137,928 $28.3M
Avantax Planning Partners, Inc. 0.90% Add +1.7% 137,824 $28.3M
SevenBridge Financial Group, LLC 4.98% Reduce -0.4% 122,925 $28.2M
Hayek Kallen Investment Management 9.59% Add +2.1% 137,458 $28.2M
United Bank 3.37% Reduce -3.7% 137,290 $28.2M
Traphagen Investment Advisors LLC 2.67% Add +31.6% 137,259 $28.2M
Sage Mountain Advisors LLC 1.83% Add +8.5% 137,200 $28.1M
Stonebridge Financial Group, LLC 2.73% Reduce -0.6% 137,112 $28.1M
Strategic Planning Group, LLC 4.56% Add +14.4% 136,853 $28.1M
Vestmark Advisory Solutions, Inc. 0.41% Add +14.2% 136,851 $28.1M
Clarity Wealth Advisors, LLC 6.92% Add +0.3% 136,741 $28.1M
Elyxium Wealth, LLC 10.52% Add +1.4% 136,709 $28.0M
Anchor Investment Management, LLC 2.46% Add +0.8% 136,659 $28.0M
Meiji Yasuda Life Insurance Co 0.83% Reduce -62.6% 136,640 $28.0M
Zevin Asset Management LLC 4.03% Reduce -4.5% 136,608 $28.0M
Rowlandmiller & Partners.adv 5.78% Add +0.1% 136,395 $28.0M
Front Row Advisors LLC 9.72% Reduce -2.5% 136,142 $27.9M
Elite Wealth Management, Inc. 9.18% Reduce -22.9% 136,097 $27.9M
NWF Advisory Services Inc. 3.33% Add +3.8% 135,872 $27.9M
Activest Wealth Management 6.71% Add +4.9% 135,609 $27.8M
Alley Investment Management Company, LLC 3.36% Add +0.2% 135,301 $27.8M
Embree Financial Group 4.17% Reduce -0.3% 134,963 $27.7M
TCI Wealth Advisors, Inc. 1.89% Reduce -3.3% 134,733 $27.6M
Covington Investment Advisors Inc. 3.95% Reduce -1.2% 134,610 $27.6M
Lanark Financial, Inc. 2.27% Reduce -0.9% 134,593 $27.6M
Zions Bancorporation, National Association 1.48% Add +3.6% 134,578 $27.6M
Verition Fund Management LLC 0.17% Add +259.0% 134,507 $27.6M
Cypress Wealth Services, LLC 4.94% Add +1.2% 134,494 $27.6M
Sterling Investment Advisors, Ltd. 6.04% Add +0.0% 134,283 $27.6M
Advisory Alpha, LLC 0.86% Add +3.2% 134,069 $27.5M
King Wealth Management Group 3.73% Reduce -0.7% 133,940 $27.5M
Leo Wealth, LLC 2.13% Add +93.5% 133,850 $27.4M
S-Bank Fund Management Ltd 4.05% New 133,689 $27.4M
Saratoga Research & Investment Management 1.47% Reduce -43.7% 133,633 $27.4M
Mark Asset Management LP 3.28% Reduce -15.1% 133,527 $27.4M
Patton Albertson Miller Group, LLC 3.61% Add +12.5% 133,497 $27.4M
Te Ahumairangi Investment Management Ltd 4.89% Add +29.1% 133,261 $27.3M
Oxford Financial Group, LTD. LLC 1.62% Add +1.5% 133,060 $27.3M
Monetary Management Group Inc. 6.72% Reduce -1.5% 133,037 $27.3M
Somerville Kurt F 4.60% Reduce -2.0% 133,020 $27.3M
Jefferies Financial Group Inc. 0.47% Reduce -80.0% 132,871 $27.3M
Bourne Lent Asset Management Inc. 10.54% Add +0.2% 132,756 $27.2M
MIdWestOne Financial Group, Inc. 3.53% Reduce -0.5% 132,674 $27.2M
Wallington Asset Management, LLC 3.83% Add +0.4% 132,525 $27.2M
Howard Financial Services, LTD. 3.57% Reduce -1.8% 132,520 $27.2M
Steele Capital Management, Inc. 1.30% Reduce -0.3% 132,475 $27.2M
Draper Asset Management, LLC 17.93% Reduce -10.3% 135,164 $27.2M
Strategic Blueprint, LLC 1.33% Reduce -19.3% 132,183 $27.1M
Parthenon LLC 3.10% Add +0.5% 132,075 $27.1M
Laurel Wealth Advisors LLC 4.05% Add +0.2% 131,935 $27.1M
Oxbow Advisors, LLC 3.01% Add +15.0% 131,800 $27.0M
South Street Advisors LLC 4.01% Reduce -2.6% 131,673 $27.0M
RKL Wealth Management LLC 2.37% Reduce -1.8% 131,585 $27.0M
Benin Management CORP 7.04% Add +1.4% 131,468 $27.0M
Canal Capital Management, LLC 4.25% Add +2.6% 131,262 $26.9M
Brandywine Oak Private Wealth LLC 2.49% Reduce -2.1% 131,183 $26.9M
Ostrum Asset Management 1.26% Reduce -5.4% 131,155 $26.9M
Hardy Reed LLC 2.16% Add +0.7% 131,131 $26.9M
GenTrust, LLC 1.27% Add +3.1% 130,842 $26.8M
Harris Associates (Oakmark Funds) 0.04% Add +1.8% 130,818 $26.8M
GLOBALT Investments LLC / GA 1.03% Reduce -3.9% 130,669 $26.8M
Princeton Capital Management LLC 7.94% Reduce -2.7% 130,351 $26.7M
Keel Point, LLC 1.77% Add +8.8% 130,094 $26.7M
Resolute Wealth Strategies, LLC 14.28% Reduce -0.9% 129,842 $26.6M
Hills Bank & Trust Co 1.68% Reduce -0.8% 129,566 $26.6M
Chickasaw Capital Management LLC 1.05% Reduce -0.6% 129,318 $26.5M
Ironwood Investment Counsel, LLC 4.09% Add +2.2% 128,987 $26.5M
Orange Investment Advisors, Inc. 2.90% Add +2.0% 128,951 $26.5M
Simmons Bank 1.88% Reduce -1.0% 128,854 $26.4M
Founders Financial Alliance, LLC 6.01% Add +1.0% 128,804 $26.4M
Facet Wealth, Inc. 0.60% Add +3.2% 127,299 $26.4M
J. W. Coons Advisors, LLC 5.97% Add +9.9% 128,706 $26.4M
First Financial Bank - Trust Division 2.32% Reduce -3.2% 128,506 $26.4M
James Investment Research, Inc. 3.13% Reduce -1.7% 128,220 $26.3M
Canandaigua National Bank & Trust Co. 2.44% Add +2.2% 128,032 $26.3M
Golden State Wealth Management, LLC 3.19% Reduce -0.4% 127,951 $26.3M
Trifecta Capital Advisors, LLC 4.37% Add +12.7% 127,884 $26.2M
Fischer Financial Services, Inc. 7.69% Add +0.3% 127,705 $26.1M
Atwood & Palmer Inc. 1.63% Reduce -0.1% 127,374 $26.1M
Pettyjohn, Wood & White, Inc. 4.67% Add +4.2% 127,356 $26.1M
RMR Wealth Builders 2.37% Add +5.8% 127,314 $26.1M
LVW Advisors, LLC 2.92% Add +3.5% 127,131 $26.1M
Creative Financial Designs Inc. 1.88% Add +4.8% 127,000 $26.1M
Proficio Capital Partners LLC 1.62% Add +15.3% 127,000 $26.1M
Quest Investment Management LLC 2.86% Reduce -23.8% 126,725 $26.0M
RNC Capital Management LLC 1.26% Reduce -6.8% 126,301 $25.9M
Legacy Capital Group California, Inc. 7.18% Reduce -2.0% 126,232 $25.9M
CCM Investment Advisers LLC 2.79% Add +0.7% 126,092 $25.9M
Regatta Capital Group, LLC 4.44% Reduce -2.2% 125,931 $25.8M
Southland Equity Partners LLC 5.66% Add +0.4% 125,857 $25.8M
Tyche Wealth Partners LLC 5.19% Reduce -0.8% 125,842 $25.8M
Institute for Wealth Management, LLC. 2.88% Reduce -1.5% 125,768 $25.8M
Plancorp, LLC 0.89% Add +4.1% 125,703 $25.8M
Parr McKnight Wealth Management Group, LLC 3.53% Reduce -6.2% 125,355 $25.7M
Horiko Capital Management LLC 6.71% Reduce -1.6% 125,727 $25.7M
Skylands Capital, LLC 3.72% Reduce -3.4% 125,135 $25.7M
Retirement Planning Group, LLC 1.09% Add +0.4% 125,090 $25.7M
CFO4Life Group, LLC 4.01% Reduce -2.2% 125,035 $25.7M
RVW Wealth, LLC 2.18% Add +0.1% 125,008 $25.6M
Ally Financial Inc. 2.90% Add +171.7% 125,000 $25.6M
1776 Wealth LLC 10.55% Reduce -0.0% 124,835 $25.6M
Turtle Creek Wealth Advisors, LLC 3.02% Add +21.3% 124,740 $25.6M
Litman Gregory Wealth Management LLC 2.01% Reduce -1.2% 124,721 $25.6M
Barlow Wealth Partners, LLC 3.06% Reduce -6.9% 120,277 $25.6M
Regal Investment Advisors LLC 1.91% Add +0.2% 124,099 $25.5M
one8zero8, LLC 6.01% Reduce -2.1% 124,084 $25.5M
Verity & Verity, LLC 2.19% Reduce -0.1% 123,911 $25.4M
Dixon Mitchell Investment Counsel Inc. 0.99% Add +3.4% 123,468 $25.4M
KLCM Advisors, Inc. 2.69% Add +64.8% 123,458 $25.3M
Sigma Investment Counselors Inc. 1.39% Add +6.1% 123,338 $25.3M
Hound Partners, LLC 3.41% New 123,000 $25.2M
Tounjian Advisory Partners, LLC 4.89% Reduce -1.8% 113,598 $25.2M
XML Financial, LLC 2.19% Reduce -5.5% 122,937 $25.2M
NTV Asset Management LLC 3.01% Reduce -3.7% 122,867 $25.2M
ADAPT Investment Managers SA 8.68% Reduce -52.2% 122,800 $25.2M
Citizens National Bank Trust Department 5.02% Reduce -0.6% 122,793 $25.2M
Holderness Investments Co. 5.41% Reduce -0.8% 122,693 $25.2M
GW&K Investment Management, LLC 0.23% Add +0.1% 122,579 $25.1M
Wellington Shields Capital Management, LLC 4.25% Reduce -5.2% 122,388 $25.1M
Hilton Capital Management, LLC 2.00% Reduce -4.0% 122,376 $25.1M
RPG Investment Advisory, LLC 3.12% Reduce -50.2% 122,308 $25.1M
PGIM Custom Harvest LLC 0.52% Reduce -1.1% 122,202 $25.1M
CenterBook Partners LP 1.39% Add +22.4% 122,069 $25.0M
Old Mission Investment Co LLC 6.87% Add +0.7% 122,032 $25.0M
Tradition Wealth Management, LLC 2.00% Reduce -1.3% 122,016 $25.0M
OMC Financial Services LTD 10.22% Reduce -4.6% 121,938 $25.0M
Icon Wealth Advisors, LLC 1.78% Add +6.8% 121,796 $25.0M
Norman Fields, Gottscho Capital Management, LLC 8.27% Reduce -2.4% 121,792 $25.0M
Westerkirk Capital Inc. 3.08% — 121,791 $25.0M
Seek First Inc. 20.23% Add +3.7% 121,726 $25.0M
San Luis Wealth Advisors LLC 5.36% Reduce -4.0% 121,612 $25.0M
PDS Planning, Inc 1.86% Add +12.9% 121,501 $24.9M
Perennial Advisors, LLC 4.63% Reduce -2.2% 121,295 $24.9M
Marietta Wealth Management, LLC 3.24% Add +1.6% 121,266 $24.9M
GPS Wealth Strategies Group, LLC 2.85% Reduce -2.8% 120,858 $24.8M
L & S Advisors Inc 2.79% Add +9.6% 120,848 $24.8M
Mystic Asset Management, Inc. 5.99% Reduce -3.1% 120,727 $24.8M
Townsquare Capital LLC 2.41% Reduce -86.7% 120,540 $24.7M
Connecticut Wealth Management, LLC 1.18% Add +7.2% 120,446 $24.7M
RPS Advisory Solutions LLC 13.54% Add +5.2% 120,306 $24.7M
Intrust Bank NA 2.19% Reduce -2.6% 120,280 $24.7M
Tiff Advisory Services, LLC 5.84% Reduce -22.9% 120,140 $24.6M
New Hampshire Trust 5.15% Reduce -0.3% 120,074 $24.6M
RBF Capital, LLC 1.22% No change 120,000 $24.6M
Cardiff Park Advisors, LLC 2.13% Add +5.5% 119,998 $24.6M
Hutchinson Capital Management 4.49% Reduce -0.9% 119,924 $24.6M
Shepherd Financial Partners LLC 2.60% Reduce -4.5% 119,815 $24.6M
Diamant Asset Management, Inc. 18.72% Reduce -2.0% 119,791 $24.6M
Integrated Financial Solutions, Inc. 20.86% — 119,542 $24.5M
Stratos Investment Management, LLC 1.12% Add +3.6% 119,480 $24.5M
Independence Bank of Kentucky 3.47% Add +1.7% 119,431 $24.5M
GAMCO Investors 0.24% Add +9.0% 119,215 $24.5M
Kelly Lawrence W & Associates Inc. 6.54% Reduce -23.9% 119,063 $24.4M
Pioneer Trust Bank N A 6.23% Add +1.3% 118,981 $24.4M
TD Private Client Wealth LLC 0.60% Add +1.1% 118,933 $24.4M
Mitchell McLeod Pugh & Williams Inc. 4.52% Reduce -7.9% 118,287 $24.3M
Members Trust Co 0.84% Add +10.8% 118,212 $24.3M
Diversify Wealth Management, LLC 1.50% Add +4.1% 105,600 $24.3M
Bellecapital International Ltd. 4.33% Add +0.8% 118,126 $24.2M
Peak Asset Management, LLC 4.44% Add +0.7% 118,034 $24.2M
Inscription Capital, LLC 3.48% Reduce -16.5% 117,736 $24.2M
Onex Canada Asset Management Inc. 2.95% Add +0.9% 117,724 $24.2M
Signet Financial Management, LLC 3.03% Add +0.3% 117,498 $24.1M
Moneco Advisors, LLC 2.24% Add +2.8% 117,286 $24.1M
Concentrum Wealth Management 7.54% Reduce -3.1% 117,180 $24.0M
Gilliland Jeter Wealth Management LLC 7.83% Reduce -3.0% 117,157 $24.0M
AlphaStar Capital Management, LLC 1.69% New 117,011 $24.0M
Jamison Private Wealth Management, Inc. 3.44% Reduce -13.6% 116,947 $24.0M
Westwood Wealth Management 8.06% Reduce -5.9% 116,873 $24.0M
Burling Wealth Partners, LLC 4.42% Add +1.3% 116,636 $23.9M
Claret Asset Management Corp 3.11% Reduce -2.3% 116,530 $23.9M
McGuire Investment Group, LLC 3.05% Add +1.5% 116,410 $23.9M
James J. Burns & Company, LLC 3.89% Reduce -0.3% 116,099 $23.8M
First Western Trust Bank 1.07% Add +3.2% 115,690 $23.7M
Jasper Ridge Partners, L.P. 0.59% No change 115,685 $23.7M
Texas Capital Bank Wealth Management Services Inc 2.22% Reduce -1.5% 115,622 $23.7M
Arjuna Capital 6.24% Reduce -4.0% 115,465 $23.7M
Werba Rubin Papier Wealth Management 4.44% Add +26.3% 115,251 $23.6M
Broderick Brian C 4.67% Reduce -2.6% 115,243 $23.6M
JFS Wealth Advisors, LLC 1.50% Reduce -5.4% 115,223 $23.6M
Community Financial Services Group, LLC 4.70% Reduce -1.2% 115,053 $23.6M
Relyea Zuckerberg Hanson LLC 2.76% Add +34.8% 114,757 $23.5M
Teamwork Financial Advisors, LLC 2.89% Reduce -44.1% 114,689 $23.5M
Aventura Private Wealth, LLC 10.19% Add +90.9% 114,714 $23.5M
Everhart Financial Group, Inc. 2.72% Reduce -6.8% 114,566 $23.5M
Wells Trecaso Financial Group, LLC 7.25% Reduce -0.2% 114,489 $23.5M
Scott & Selber, Inc. 6.55% Add +0.3% 114,474 $23.5M
Hamilton Wealth, LLC 5.24% Reduce -8.5% 114,270 $23.4M
Cornerstone Advisory, LLC 2.51% Reduce -0.0% 114,133 $23.4M
Symmetry Partners, LLC 2.88% Reduce -1.6% 113,956 $23.4M
GDS Wealth Management 1.70% Add +4.4% 113,826 $23.4M
Nicholas Hoffman & Company, LLC. 0.60% Add +1.6% 113,804 $23.3M
Decatur Capital Management, Inc. 10.22% No change 113,780 $23.3M
Oak Harvest Investment Services 2.92% Reduce -1.8% 113,545 $23.3M
Mirabaud & Cie SA 7.40% Reduce -5.9% 113,294 $23.2M
Aaron Wealth Advisors LLC 2.37% Add +6.4% 113,152 $23.2M
NZS Capital, LLC 0.79% Add +25.9% 113,080 $23.2M
Supplemental Annuity Collective Trust of NJ 6.53% No change 113,000 $23.2M
Providence Capital Advisors, LLC 4.26% Add +15.4% 112,980 $23.2M
Beck Mack & Oliver LLC 0.44% Add +2.2% 112,966 $23.2M
Winch Advisory Services, LLC 5.66% Reduce -2.2% 112,963 $23.2M
Oak Associates Ltd. 1.51% No change 112,894 $23.2M
Waldron Private Wealth LLC 1.01% Reduce -0.2% 112,665 $23.1M
Mirador Capital Partners LP 3.76% Add +2.4% 112,648 $23.1M
Sierra Summit Advisors LLC 4.11% Add +1.2% 112,642 $23.1M
Kathmere Capital Management, LLC 1.78% Add +0.9% 112,578 $23.1M
American Money Management, LLC 4.08% Reduce -1.8% 112,545 $23.1M
Brown Miller Wealth Management, LLC 7.17% Reduce -1.3% 112,515 $23.1M
Money Concepts Capital Corp. 1.54% Reduce -2.3% 112,330 $23.0M
Watts Gwilliam & Co., LLC 3.78% Reduce -4.9% 96,848 $23.0M
Conning Inc. 0.83% Add +1.5% 112,083 $23.0M
Cypress Asset Management Inc. 5.53% Reduce -1.1% 111,863 $23.0M
Waterloo Capital, L.P. 1.85% Add +3.8% 111,860 $23.0M
Garde Capital, Inc. 1.23% Reduce -0.1% 111,794 $22.9M
Ignite Planners, LLC 3.99% Reduce -1.3% 108,380 $22.9M
True North Advisors, LLC 4.38% Add +2.8% 111,335 $22.8M
Essex Bank 5.44% Reduce -2.0% 111,333 $22.8M
Dale Q Rice Investment Management Ltd 18.92% Reduce -41.8% 108,520 $22.8M
Tyler-Stone Wealth Management 3.67% Add +0.0% 111,121 $22.8M
Arcadia Investment Management Corp. 3.65% Reduce -1.3% 111,093 $22.8M
Ibex Wealth Advisors 2.43% Reduce -18.7% 111,081 $22.8M
Valicenti Advisory Services Inc. 5.32% Reduce -0.8% 111,025 $22.8M
Cove Private Wealth, LLC 8.10% Add +49.3% 110,917 $22.8M
Security National Bank 3.94% Reduce -5.0% 110,858 $22.7M
Wellington Shields & Co., LLC 6.43% Reduce -0.7% 110,733 $22.7M
Himalaya Capital Management 0.84% No change 110,600 $22.7M
Valley National Advisers Inc. 3.70% Reduce -0.5% 110,480 $22.7M
Smith Anglin Financial, LLC 2.05% Add +1.4% 110,455 $22.7M
Clough Capital Partners L P 2.27% Add +2.6% 110,358 $22.6M
TTP Investments, Inc. 7.43% Reduce -5.9% 110,340 $22.6M
Canvas Wealth Advisors, LLC 4.46% Add +1.8% 105,577 $22.6M
Brooklyn Investment Group 2.97% Add +40.6% 169,631 $22.6M
Graves Light Lenhart Wealth, Inc. 2.68% Reduce -6.1% 109,948 $22.6M
Harrell Investment Partners, LLC 5.71% Add +4.4% 109,815 $22.5M
Willis Investment Counsel 1.32% Add +12.6% 109,645 $22.5M
Huntleigh Advisors, Inc. 4.34% Reduce -1.0% 109,628 $22.5M
Nadler Financial Group, Inc. 2.30% Reduce -32.6% 109,540 $22.5M
Personal Cfo Solutions, LLC 4.15% Add +0.2% 109,455 $22.5M
Liberty Wealth Management LLC 3.52% Reduce -4.3% 109,386 $22.4M
Legacy Wealth Management, LLC / MS 6.82% Reduce -54.5% 109,347 $22.4M
Sierra Capital LLC 2.58% Reduce -1.3% 109,055 $22.4M
Quantum Private Wealth, LLC 7.21% Reduce -4.5% 108,628 $22.3M
Prairie Sky Financial Group LLC 12.25% Reduce -2.7% 108,593 $22.3M
Plimoth Trust Co. LLC 5.34% Add +1.1% 108,508 $22.3M
Westover Capital Advisors, LLC 4.45% Reduce -0.5% 108,482 $22.3M
Norden Group LLC 2.41% Reduce -3.3% 108,395 $22.2M
Lester Murray Antman dba SimplyRich 6.20% Reduce -0.2% 108,370 $22.2M
Accurate Wealth Management, LLC 3.40% Add +3.9% 104,642 $22.2M
Weil Company, Inc. 5.86% Reduce -2.0% 108,273 $22.2M
Brady Family Wealth, LLC 6.88% Reduce -1.5% 108,270 $22.2M
Slow Capital, Inc. 2.72% Add +1.5% 108,161 $22.2M
AdvisorNet Financial, Inc 1.43% Reduce -0.7% 107,915 $22.1M
TRUE Private Wealth Advisors 2.49% Reduce -4.0% 107,875 $22.1M
Wittenberg Investment Management, Inc. 9.72% Reduce -0.4% 107,797 $22.1M
Harvey Capital Management Inc. 5.17% Add +3.2% 106,244 $22.1M
7G Capital Management, LLC 17.16% Reduce -28.3% 107,500 $22.1M
Trustmark Bank Trust Department 1.52% Reduce -2.1% 107,437 $22.0M
Atwater Malick LLC 6.97% Reduce -0.3% 107,234 $22.0M
Jacobi Capital Management LLC 1.46% Add +6.3% 107,226 $22.0M
Guardian Wealth Advisors, LLC / NC 1.55% Add +10.1% 107,054 $22.0M
Galvin, Gaustad & Stein, LLC 1.91% Reduce -0.9% 106,840 $21.9M
Beverly Hills Private Wealth, LLC 4.15% Reduce -6.1% 106,613 $21.9M
Focused Wealth Management, Inc 2.67% Add +0.7% 106,605 $21.9M
Crewe Advisors LLC 3.09% New 106,363 $21.8M
Brookwood Investment Group LLC 3.51% Reduce -3.5% 106,241 $21.8M
Ridgecrest Wealth Partners, LLC 11.50% Reduce -0.8% 106,220 $21.8M
Wilmar Advisors LLC 20.87% Reduce -3.6% 106,000 $21.7M
Private Wealth Asset Management, LLC 2.88% Reduce -1.3% 105,781 $21.7M
Family Manage LLC 3.29% Reduce -1.1% 105,736 $21.7M
Alexander Labrunerie & Co., Inc. 8.98% Reduce -1.3% 105,608 $21.7M
Stockman Wealth Management, Inc. 2.94% Add +4.0% 105,504 $21.6M
Prestige Wealth Management Group LLC 4.41% Reduce -2.5% 105,450 $21.6M
Cornell Pochily Investment Advisors, Inc. 7.08% Add +1.4% 105,430 $21.6M
City Holding Co. 2.83% Reduce -12.2% 105,396 $21.6M
180 Wealth Advisors, LLC 3.02% Add +1.3% 105,291 $21.6M
Fulcrum Capital LLC 4.57% Reduce -29.6% 105,236 $21.6M
Moss Adams Wealth Advisors LLC 1.96% Add +20.4% 105,201 $21.6M
Peddock Capital Advisors, LLC 4.99% Reduce -0.7% 105,130 $21.6M
Intact Investment Management Inc. 0.73% Reduce -6.5% 105,100 $21.6M
MSA Advisors, LLC 5.40% Reduce -2.5% 104,990 $21.5M
Elk River Wealth Management LLC 3.70% Reduce -0.4% 104,950 $21.5M
Sowa Financial Group, Inc. 13.43% Reduce -5.6% 104,845 $21.5M
Naviter Wealth, LLC 2.65% Reduce -12.1% 104,702 $21.5M
Edgestream Partners, L.P. 0.60% Add +78.8% 104,424 $21.4M
Cim Investment Management Inc. 4.08% Add +106.9% 93,705 $21.4M
Romano Brothers and Company 2.65% Reduce -2.4% 104,417 $21.4M
Northside Capital Management, LLC 1.63% Add +81.8% 104,300 $21.4M
GSG Advisors LLC 6.20% Add +0.4% 104,194 $21.4M
Vestor Capital, LLC 1.60% Reduce -17.8% 238,933 $21.4M
Blume Capital Management, Inc. 4.35% Add +18.8% 104,039 $21.3M
Root Financial Partners, LLC 2.06% Add +2.9% 103,964 $21.3M
Abner Herrman & Brock LLC 2.38% Reduce -0.0% 103,824 $21.3M
Baader Bank Aktiengesellschaft 1.83% Add +1.6% 104,933 $21.3M
FourThought Financial Partners, LLC 2.10% Reduce -17.5% 103,674 $21.3M
Quadcap Wealth Management, LLC 2.70% Add +3.1% 103,532 $21.2M
Sax Wealth Advisors, LLC 1.28% Add +16.6% 103,479 $21.2M
Ascentis Independent Advisors 3.91% Add +1.3% 102,911 $21.1M
Wolverine Asset Management LLC 1.53% Add +28.4% 102,861 $21.1M
Clean Yield Group 6.30% Reduce -3.7% 102,648 $21.1M
McLean Asset Management Corp 5.52% Add +0.5% 98,957 $21.0M
WoodTrust Financial Corp 2.67% Add +14.7% 110,345 $21.0M
Sompo Asset Management Co., Ltd. 3.64% Reduce -8.3% 102,219 $21.0M
Whitener Capital Management, Inc. 5.54% Reduce -3.0% 101,951 $20.9M
Paulson Wealth Management Inc. 5.41% Reduce -0.2% 101,907 $20.9M
Marks Group Wealth Management, Inc 1.94% Reduce -0.7% 101,871 $20.9M
Summit X, LLC 3.90% Reduce -3.0% 101,856 $20.9M
Chapin Davis, Inc. 5.78% Reduce -1.8% 101,851 $20.9M
Chemistry Wealth Management LLC 4.48% Reduce -1.4% 101,779 $20.9M
Earned Wealth Advisors, LLC 4.09% Reduce -0.2% 101,596 $20.8M
Archford Capital Strategies, LLC 2.66% Add +13.9% 101,564 $20.8M
Allen Capital Group, LLC 2.17% Reduce -0.7% 101,559 $20.8M
1834 Investment Advisors Co. 2.64% Reduce -1.9% 101,541 $20.8M
Rheos Capital Works Inc. 1.20% Add +16.0% 101,500 $20.8M
Navalign, LLC 5.74% Reduce -0.6% 101,445 $20.8M
Catalyst Financial Partners LLC 2.27% Add +1.7% 101,370 $20.8M
Bison Wealth, LLC 1.64% Reduce -7.2% 99,534 $20.8M
Financial Partners Group, Inc 2.87% Reduce -2.3% 101,104 $20.7M
Ables, Iannone, Moore & Associates, Inc. 12.86% Reduce -0.2% 100,750 $20.7M
Trivium Point Advisory, LLC 2.24% Reduce -0.1% 100,707 $20.7M
TigerOak Management, L.L.C. 7.07% Add +1.0% 100,572 $20.6M
Manske Wealth Management 6.80% Reduce -1.1% 100,225 $20.6M
Hamilton Point Investment Advisors, LLC 3.38% Reduce -3.9% 100,164 $20.6M
Summit Securities Group LLC 7.34% Add +16.4% 100,000 $20.5M
Silver Oak Securities, Incorporated 1.70% Add +1.0% 99,620 $20.4M
Talos Eurisko Asset Management LP 4.89% New 99,400 $20.4M
Berkley W R Corp. 1.27% New 99,400 $20.4M
Motco 1.95% Reduce -2.2% 98,153 $20.4M
Putney Financial Group LLC 20.57% Reduce -6.5% 99,282 $20.4M
Key Financial Inc 4.09% Add +1.6% 99,061 $20.3M
Zuckerman Investment Group, LLC 1.98% Add +3.6% 99,012 $20.3M
Millennium Capital Advisors, LLC 13.54% Reduce -3.4% 98,975 $20.3M
Nelson Capital Management, LLC 2.68% Reduce -0.6% 98,905 $20.3M
Claro Advisors Inc. 3.35% Reduce -21.3% 98,875 $20.3M
Asset Dedication, LLC 1.47% Reduce -1.0% 98,703 $20.3M
CMH Wealth Management LLC 4.71% Reduce -8.8% 98,600 $20.2M
Jeppson Wealth Management, LLC 6.97% Reduce -0.7% 98,158 $20.1M
Intellus Advisors LLC 3.00% Add +3.5% 98,076 $20.1M
Haverford Financial Services, Inc. 5.95% Reduce -0.2% 98,032 $20.1M
Vishria Bird Financial Group, LLC 6.68% Reduce -7.1% 97,940 $20.1M
Monograph Wealth Advisors, LLC 2.48% Add +2.3% 97,836 $20.1M
Cordatus Wealth Management LLC 4.93% Add +7.6% 97,756 $20.1M
Peterson Wealth Services 5.47% Reduce -2.6% 97,388 $20.0M
Meridian Wealth Advisors, LLC 3.15% Add +1.3% 97,252 $20.0M
Symphony Financial, Ltd. Co. 2.61% Add +224.4% 94,026 $19.9M
FRG Family Wealth Advisors LLC 3.46% Reduce -0.8% 96,910 $19.9M
BSW Wealth Partners 2.72% Reduce -4.1% 96,870 $19.9M
Hoertkorn Richard Charles 8.41% Reduce -2.4% 96,779 $19.9M
Grandfield & Dodd, LLC 1.16% Add +2.1% 96,300 $19.8M
Asset Management Group, Inc. 3.43% Reduce -0.6% 95,970 $19.7M
Tufton Capital Management 3.74% Reduce -5.9% 95,973 $19.7M
Dnca Finance 1.54% Reduce -28.9% 95,904 $19.7M
Broadleaf Partners, LLC 4.33% Reduce -16.1% 95,836 $19.7M
Yukon Wealth Management, Inc. 7.02% Add +1.3% 95,700 $19.6M
Guardian Partners Inc. 1.76% Add +4.8% 92,820 $19.6M
Ellis Investment Partners, LLC 3.81% Reduce -0.1% 95,490 $19.6M
Generali Investments, Management Co LLC 4.43% Add +9.3% 95,581 $19.6M
Sentinel Trust Co. Lba 2.13% Reduce -2.5% 95,429 $19.6M
Accent Capital Management, LLC 8.72% Reduce -1.1% 95,340 $19.6M
Wernau Asset Management Inc. 22.10% Reduce -7.0% 95,228 $19.5M
Founders Financial Securities LLC 1.48% Add +0.9% 95,168 $19.5M
Great Lakes Retirement, Inc. 2.31% Add +7.9% 95,148 $19.5M
Ransom Advisory, Ltd 9.19% Add +2.0% 95,060 $19.5M
Copeland Capital Management, LLC 0.40% Reduce -0.3% 95,051 $19.5M
Herold Advisors, Inc. 4.09% Reduce -4.6% 95,045 $19.5M
Farmers National Bank 5.14% Reduce -1.4% 95,025 $19.5M
Perkins Coie Trust Co 3.32% Add +0.1% 94,967 $19.5M
Lineweaver Wealth Advisors, LLC 3.08% Add +4.0% 94,963 $19.5M
Summit Global Investments 1.15% Add +124.3% 94,959 $19.5M
Financial Avengers, Inc. 9.03% Reduce -2.1% 94,849 $19.5M
Taylor Hoffman Capital Management LLC 6.65% Reduce -0.2% 94,814 $19.5M
Core Alternative Capital 5.31% Reduce -9.3% 94,702 $19.4M
Clearstead Trust, LLC 3.68% Add +7.3% 94,689 $19.4M
Bearing Point Capital, LLC 3.57% Reduce -1.7% 94,580 $19.4M
Kozak & Associates, Inc. 3.95% Add +1.8% 91,825 $19.4M
Altfest L J & Co. Inc. 2.28% Reduce -10.1% 94,072 $19.3M
bLong Financial, LLC 14.90% Reduce -0.3% 94,068 $19.3M
Arlington Financial Advisors, LLC 3.15% Reduce -1.7% 93,866 $19.3M
Bell Asset Management Ltd 4.25% Add +18.2% 93,859 $19.3M
Chokshi & Queen Wealth Advisors, Inc 11.03% Add +4.3% 93,811 $19.2M
Atlas Private Wealth Advisors 2.47% Reduce -2.5% 93,569 $19.2M
Tairen Capital Ltd 1.96% Add +6.3% 93,400 $19.2M
Searle & Co. 5.42% Reduce -32.9% 93,309 $19.1M
Clark Asset Management, LLC 2.61% Add +39.8% 93,194 $19.1M
Central Bank & Trust Co. 3.12% Reduce -0.5% 93,044 $19.1M
Rench Wealth Management, Inc. 6.03% Add +0.5% 92,913 $19.1M
Guyasuta Investment Advisors Inc. 1.17% Reduce -0.3% 92,873 $19.1M
Benedict Financial Advisors Inc. 4.31% Reduce -1.0% 92,783 $19.0M
Roberts Wealth Advisors, LLC 5.47% Reduce -0.5% 92,733 $19.0M
PFC Capital Group, Inc. 8.81% Reduce -4.3% 92,718 $19.0M
Natural Investments, LLC 4.92% Reduce -1.7% 92,648 $19.0M
Jessup Wealth Management, Inc 7.62% Reduce -3.3% 92,542 $19.0M
Pinnacle Wealth Planning Services, Inc. 2.50% Add +12.3% 92,520 $19.0M
Capital Planning Advisors, LLC 2.78% Reduce -4.8% 92,365 $19.0M
Resonant Capital Advisors, LLC 1.21% Add +12.3% 92,256 $18.9M
First PREMIER Bank 4.58% Add +0.0% 92,239 $18.9M
Ballast Advisors LLC 5.58% Reduce -0.7% 92,231 $18.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.61% Add +0.7% 92,131 $18.9M
Strait & Sound Wealth Management LLC 8.02% Reduce -4.3% 91,994 $18.9M
Sound Income Strategies, LLC 1.08% Reduce -3.5% 91,699 $18.8M
STF Management LP 7.41% Add +2.9% 91,521 $18.8M
Chelsea Counsel Co. 9.30% Reduce -0.1% 91,406 $18.8M
Isthmus Partners, LLC 2.19% Add +1.9% 91,369 $18.7M
O'Dell Group, LLC 4.67% Reduce -0.3% 91,287 $18.7M
Westbourne Investment Advisors, Inc. 5.67% Add +2.8% 91,157 $18.7M
Farmers Trust Co. 3.48% Reduce -9.2% 90,901 $18.7M
SkyOak Wealth, LLC 3.75% Add +0.7% 90,824 $18.6M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3.21% Reduce -0.1% 90,808 $18.6M
Walter & Keenan Wealth Management LLC /in/ 5.41% Add +0.4% 90,805 $18.6M
Holcombe Financial, Inc. 14.03% No change 90,800 $18.6M
EagleClaw Capital Managment, LLC 2.78% Reduce -0.9% 90,764 $18.6M
Riverview Capital Advisers, LLC 5.33% Reduce -4.9% 90,692 $18.6M
Absher Wealth Management, LLC 2.30% Reduce -2.3% 90,538 $18.6M
Vertex Planning Partners, LLC 3.87% Add +0.9% 90,457 $18.6M
D L Carlson Investment Group Inc. 3.37% Reduce -3.1% 90,184 $18.5M
Bill Few Associates, Inc. 5.24% Reduce -1.2% 90,161 $18.5M
Guardian Asset Advisors, LLC 10.61% Reduce -0.9% 90,065 $18.5M
Armstrong, Fleming & Moore, Inc 10.03% Add +813.6% 90,013 $18.5M
MBL Wealth, LLC 1.77% Add +0.0% 90,004 $18.5M
Villere St Denis J & Co. LLC 1.81% Reduce -1.2% 89,752 $18.4M
HFR Wealth Management, LLC 4.44% Reduce -4.5% 89,574 $18.4M
Costello Asset Management, INC 6.90% Reduce -19.5% 89,485 $18.4M
SFE Investment Counsel 3.23% Add +1.8% 89,398 $18.3M
St. Clair Advisors, LLC 4.77% Reduce -2.0% 88,920 $18.2M
Mine & Arao Wealth Creation & Management, LLC. 8.14% Reduce -0.6% 88,910 $18.2M
Capital City Trust Co. 4.72% Reduce -1.9% 88,637 $18.2M
Liberty Capital Management, Inc. 3.67% Reduce -2.9% 88,540 $18.2M
Aries Wealth Management 4.74% Reduce -1.5% 88,422 $18.1M
Red Lighthouse Investment Management, LLC 6.92% Reduce -5.6% 88,333 $18.1M
Levin Capital Strategies, L.P. 1.78% Add +0.1% 88,272 $18.1M
JTC Employer Solutions Trustee Ltd 1.72% Add +1.6% 88,116 $18.1M
Onyx Bridge Wealth Group LLC 2.38% Reduce -2.8% 87,905 $18.0M
Sterneck Capital Management, LLC 9.15% Reduce -0.5% 87,871 $18.0M
Martin Investment Management, LLC 4.62% Reduce -1.4% 87,821 $18.0M
Cardinal Capital Management 2.64% Add +4.8% 87,738 $18.0M
Breakwater Capital Group 2.93% Reduce -0.2% 87,734 $18.0M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.60% Add +0.1% 87,694 $18.0M
Little House Capital LLC 4.50% Reduce -9.3% 87,541 $18.0M
111 Capital 3.09% Add +7.2% 87,538 $18.0M
Act Two Investors LLC 3.66% No change 87,464 $17.9M
Riversedge Advisors, LLC 3.51% Reduce -1.3% 87,449 $17.9M
Kapstone Financial Advisors LLC 8.95% Add +0.5% 87,445 $17.9M
Bernard Wealth Management Corp. 8.31% Reduce -4.9% 87,440 $17.9M
McCollum Christoferson Group LLC 5.33% Reduce -2.0% 87,311 $17.9M
Ipswich Investment Management Co., Inc. 4.32% Reduce -0.2% 87,259 $17.9M
Mezzasalma Advisors, LLC 5.37% Reduce -0.3% 87,105 $17.9M
Covenant Asset Management, LLC 3.67% Reduce -6.2% 86,941 $17.8M
Westhampton Capital, LLC 9.20% Reduce -0.1% 86,829 $17.8M
Stonebridge Capital Management Inc. 6.96% Add +0.1% 86,738 $17.8M
Insight Advisors, LLC/ PA 2.87% Reduce -8.0% 86,734 $17.8M
Mayflower Financial Advisors, LLC 2.47% Add +0.1% 86,589 $17.8M
Stenger Family Office, LLC 4.58% — 84,947 $17.8M
Paragon Capital Management LLC 9.12% Reduce -1.5% 86,540 $17.8M
Sovran Advisors, LLC 1.85% Add +4.5% 84,224 $17.7M
JSF Financial, LLC 4.20% Add +0.7% 86,206 $17.7M
Optimum Investment Advisors 7.68% Reduce -0.7% 86,140 $17.7M
Fort Point Capital Partners LLC 1.77% Add +4.6% 86,117 $17.7M
DF Dent & Co. Inc. 0.22% Add +1.4% 86,023 $17.6M
Trek Financial, LLC 1.18% Reduce -2.0% 85,984 $17.6M
Sava Infond d.o.o. 2.76% Reduce -9.2% 85,940 $17.6M
Trust Co of the South 3.13% Add +0.3% 85,907 $17.6M
Toth Financial Advisory Corp. 2.06% Reduce -3.7% 85,850 $17.6M
AIMZ Investment Advisors, LLC 5.89% Reduce -0.5% 85,779 $17.6M
MCF Advisors LLC 1.16% Reduce -0.7% 85,497 $17.5M
Adams Asset Advisors, LLC 2.51% Reduce -7.3% 85,468 $17.5M
Bfsg, LLC 1.96% Add +1.1% 85,418 $17.5M
Moloney Securities Asset Management, LLC 2.18% Reduce -2.3% 85,401 $17.5M
BNC Wealth Management, LLC 5.18% Reduce -3.1% 85,117 $17.5M
MV Capital Management, Inc. 1.78% Reduce -0.6% 84,533 $17.3M
Stevens Capital Management LP 4.70% Reduce -11.1% 84,387 $17.3M
Stonebrook Private Inc. 4.04% Add +0.0% 84,240 $17.3M
Strategic Global Advisors, LLC 2.81% Add +21.5% 84,222 $17.3M
Inlet Private Wealth, LLC 4.24% Reduce -0.1% 84,185 $17.3M
Westside Investment Management, Inc. 3.20% Add +0.7% 83,651 $17.3M
Laird Norton Wetherby Trust Company, LLC 2.37% No change 83,988 $17.2M
Laffer Tengler Investments, Inc. 3.67% Add +87.8% 83,900 $17.2M
Atlas Wealth LLC 8.50% Reduce -0.4% 82,787 $17.2M
Wealth Effects LLC 6.43% Reduce -2.6% 83,766 $17.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.12% Add +22.5% 83,754 $17.2M
Sustainable Insight Capital Management, LLC 7.77% Add +21.0% 83,698 $17.2M
Round Rock Advisors LLC 2.96% Reduce -4.4% 83,697 $17.2M
OneAscent Financial Services LLC 1.22% Reduce -44.4% 83,049 $17.1M
Union Heritage Capital, LLC 5.95% No change 83,238 $17.1M
CV Advisors LLC 5.24% Reduce -4.5% 83,132 $17.1M
World Equity Group, Inc. 4.65% Reduce -24.4% 83,511 $17.0M
Pegasus Asset Management, Inc. 5.83% Reduce -0.2% 82,861 $17.0M
Foster Dykema Cabot & Partners, LLC 1.19% No change 82,770 $17.0M
Ofc Financial Planning, LLC 18.02% Reduce -0.1% 82,745 $17.0M
Vantage Wealth 3.85% Reduce -4.1% 82,719 $17.0M
Greystone Financial Group, LLC 2.79% Add +0.1% 82,542 $16.9M
First Interstate Bank 0.99% Reduce -0.8% 82,264 $16.9M
Realta Investment Advisors 6.66% Reduce -3.1% 82,177 $16.9M
Armstrong Advisory Group, Inc. 1.28% Reduce -1.9% 82,160 $16.9M
GeoWealth Management, LLC 0.66% Reduce -0.8% 82,018 $16.8M
Fusion Capital, LLC 5.74% Reduce -0.2% 81,834 $16.8M
Cypress Capital Management LLC (WY) 18.23% Reduce -0.5% 81,832 $16.8M
Thurston, Springer, Miller, Herd & Titak, Inc. 2.17% Add +22.7% 81,786 $16.8M
Diversified Enterprises, LLC 1.25% Reduce -2.4% 81,753 $16.8M
Crane Advisory, LLC 2.78% Reduce -16.9% 79,397 $16.8M
Strategic Planning, Inc. 10.04% Reduce -1.0% 81,703 $16.8M
Twin Lakes Capital Management, LLC 10.18% Add +0.1% 81,612 $16.7M
Diligent Investors, LLC 3.96% Reduce -0.1% 81,504 $16.7M
Richard C. Young & CO., LTD. 1.65% Add +0.8% 81,466 $16.7M
HORAN Wealth, LLC 5.12% — 81,462 $16.7M
Raab & Moskowitz Asset Management LLC 3.98% Reduce -1.1% 81,329 $16.7M
Duncker Streett & Co. Inc. 3.04% Add +2.4% 81,217 $16.7M
Knightsbridge Asset Management, LLC 3.73% Add +3.7% 81,173 $16.7M
Gifford Fong Associates 3.83% No change 81,169 $16.7M
Brave Asset Management Inc. 4.53% Reduce -11.0% 81,089 $16.6M
Cahill Financial Advisors Inc. 2.07% Reduce -0.7% 81,094 $16.6M
49 Wealth Management, LLC 1.77% Add +838.6% 258,377 $16.6M
SeaBridge Investment Advisors LLC 3.09% Add +1.6% 80,939 $16.6M
Once Capital Management, LLC 5.13% Add +0.1% 80,900 $16.6M
M1 Capital Management LLC 8.36% Add +1.2% 80,837 $16.6M
Nikulski Financial, Inc. 4.54% Add +3.7% 80,807 $16.6M
Mattern Capital Management, LLC 1.99% Add +4.0% 80,752 $16.6M
O'ROURKE & COMPANY, Inc 7.72% Add +58.4% 80,628 $16.5M
ProVise Management Group, LLC 1.31% Add +2.4% 80,564 $16.5M
Jackson Hole Capital Partners, LLC 3.03% Add +9.5% 80,526 $16.5M
Independent Solutions Wealth Management, LLC 3.22% Add +27.7% 80,420 $16.5M
McAdam, LLC 0.90% Add +7.5% 80,263 $16.5M
Bedel Financial Consulting, Inc. 2.25% Reduce -0.8% 80,249 $16.5M
Iowa State Bank 3.28% Reduce -0.1% 80,246 $16.5M
Harbor Capital Advisors, Inc. 0.69% Reduce -0.6% 80,226 $16.5M
GFG Capital, LLC 4.91% Reduce -23.2% 80,116 $16.4M
Carroll Investors, Inc 8.70% Reduce -5.8% 80,125 $16.4M
Ring Mountain Capital, LLC 9.99% Add +3.6% 77,692 $16.4M
United Capital Management of KS, Inc. 2.57% Add +1.6% 79,894 $16.4M
Aviso Wealth Management 7.65% Add +0.6% 79,845 $16.4M
Interchange Capital Partners, LLC 3.78% Reduce -0.7% 79,881 $16.4M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 4.59% Add +5.7% 79,608 $16.3M
Avalon Global Asset Management LLC 4.60% No change 79,580 $16.3M
Nicollet Investment Management, Inc. 5.47% Reduce -3.7% 79,563 $16.3M
Beacon Bank & Trust 3.72% Reduce -1.4% 79,518 $16.3M
McDonough Capital Management, Inc 9.13% Add +332.5% 331,764 $16.3M
Acropolis Investment Management, LLC 0.89% Reduce -0.6% 79,358 $16.3M
Abacus FCF Advisors LLC 2.28% Reduce -54.5% 79,349 $16.3M
NFSG Corp 2.64% Reduce -2.7% 79,336 $16.3M
Humankind Investments LLC 3.96% Add +4.5% 79,241 $16.3M
WealthTrust Axiom LLC 4.77% Add +0.4% 79,124 $16.2M
Strategic Investment Advisors / MI 1.58% Reduce -11.8% 79,264 $16.2M
Destiny Wealth Partners, LLC 2.18% Add +10.5% 78,984 $16.2M
Rockport Wealth LLC 3.75% Add +19.9% 78,916 $16.2M
Patriot Financial Group Insurance Agency, LLC 1.86% Add +7.9% 78,885 $16.2M
Allegheny Financial Group 3.59% Add +0.7% 78,823 $16.2M
Ameritas Advisory Services, LLC 0.84% Reduce -54.4% 78,815 $16.2M
Chatham Capital Group, Inc. 2.46% Reduce -3.0% 78,749 $16.2M
FLC Capital Advisors 3.34% Reduce -2.2% 78,709 $16.1M
Iyo Bank, Ltd. 6.52% No change 78,680 $16.1M
Guardian Investment Management 16.23% Reduce -11.4% 78,618 $16.1M
Cidel Asset Management Inc. 0.97% Reduce -1.9% 78,574 $16.1M
Harbor Island Capital LLC 7.56% Reduce -7.0% 78,561 $16.1M
Chancellor Financial Group WB LP 12.52% Reduce -0.2% 78,536 $16.1M
New Capital Management LP 4.49% Reduce 0.0% 78,408 $16.1M
Loomis Sayles & Co. L P 0.02% Add +6.9% 78,369 $16.1M
Coleford Investment Management Ltd. 4.14% Reduce -0.5% 78,208 $16.0M
FORA Capital, LLC 1.78% New 78,207 $16.0M
Crescent Grove Advisors, LLC 1.55% Reduce -1.1% 78,196 $16.0M
CLG LLC 5.00% Reduce -4.4% 78,053 $16.0M
Optas, LLC 3.04% Add +3.5% 77,968 $16.0M
Cobler Capital Management, LLC 15.82% — 74,451 $16.0M
Gibraltar Capital Management, Inc. 3.12% Add +4.4% 77,790 $16.0M
Neumann Capital Management, LLC 5.01% Reduce -0.7% 77,696 $15.9M
Fairview Capital Investment Management, LLC 0.82% Reduce -45.1% 77,616 $15.9M
Puzo Michael J 4.54% Reduce -3.3% 77,591 $15.9M
Legacy Trust 3.90% Reduce -8.8% 77,571 $15.9M
Bantamac Capital, LLC 5.70% Add +69.7% 77,529 $15.9M
Arista Wealth Management, LLC 2.20% Add +109.2% 77,456 $15.9M
Empirical Asset Management, LLC 4.91% Reduce -0.9% 77,411 $15.9M
Eagle Rock Investment Company, LLC 2.51% Reduce -0.2% 77,341 $15.9M
Cim, LLC 2.13% Add +0.1% 77,258 $15.9M
Janney Capital Management LLC 1.02% Reduce -1.4% 77,234 $15.8M
Alta Advisers Ltd 5.63% No change 77,080 $15.8M
Global Endowment Management, LP 2.10% No change 77,012 $15.8M
DJE Kapital AG 0.38% Reduce -46.8% 78,486 $15.8M
Live Oak Private Wealth LLC 2.35% Add +0.1% 76,896 $15.8M
Central Pacific Bank - Trust Division 2.09% Reduce -15.9% 76,838 $15.8M
Legacy Financial Advisors, Inc. 2.46% Reduce -7.0% 76,788 $15.8M
Buck Wealth Strategies, LLC 2.40% Add +14.9% 76,654 $15.7M
Physician Wealth Advisors, Inc. 2.47% Add +0.3% 76,639 $15.7M
CapWealth Advisors, LLC 1.55% Reduce -1.8% 76,606 $15.7M
First Long Island Investors, LLC 1.23% Reduce -48.4% 76,548 $15.7M
Linden Thomas Advisory Services, LLC 1.73% Add +41.1% 76,455 $15.7M
Ifrah Financial Services, Inc. 4.28% Add +1.2% 76,434 $15.7M
Charter Oak Capital Management, LLC 1.32% Reduce -0.4% 76,406 $15.7M
Founders Capital Management, LLC 2.69% Reduce -9.4% 76,222 $15.6M
ICICI Prudential Asset Management Co Ltd 1.94% Reduce -2.9% 76,084 $15.6M
Meridian Investment Counsel Inc. 4.25% Reduce -0.6% 76,083 $15.6M
Northstar Asset Management Inc. 4.30% Add +0.3% 75,855 $15.6M
ICONIQ Capital, LLC 0.26% Reduce -1.0% 75,772 $15.5M
Professional Advisory Services Inc. 1.92% Add +2.9% 75,738 $15.5M
Austin Private Wealth, LLC 1.23% Reduce -3.5% 75,735 $15.5M
Crews Bank & Trust 2.45% Reduce -2.2% 75,726 $15.5M
Full Sail Capital, LLC 0.90% Add +5.4% 75,720 $15.5M
TFG Advisers LLC 5.32% Reduce -0.5% 75,710 $15.5M
Atlas Brown,Inc. 4.98% Reduce -0.6% 75,533 $15.5M
Argonautica Private Wealth Management, Inc. 4.90% Reduce -2.2% 75,451 $15.5M
Investment Research & Advisory Group, Inc. 5.76% Reduce -6.8% 75,382 $15.5M
Liberty Square Wealth Partners LLC 5.34% Reduce -0.8% 75,359 $15.5M
Manitou Investment Management Ltd. 2.94% Reduce -17.0% 75,226 $15.4M
Flynn Zito Capital Management, LLC 6.49% Reduce -2.1% 75,184 $15.4M
High Note Wealth, LLC 3.52% Reduce -2.9% 74,992 $15.4M
3Chopt Investment Partners, LLC 3.69% Add +5.5% 74,767 $15.3M
Corus Family Wealth Advisors 10.84% Reduce -0.8% 74,702 $15.3M
Quotient Wealth Partners, LLC 0.45% Reduce -1.4% 74,685 $15.3M
Peak Planning Group, LLC 9.79% Reduce -21.6% 74,603 $15.3M
Certified Advisory Corp 1.59% Reduce -1.8% 74,568 $15.3M
Papamarkou Wellner Asset Management inc. 10.11% Reduce -2.4% 74,450 $15.3M
Hamel Associates, Inc. 5.16% Reduce -1.5% 74,314 $15.2M
WealthShield Partners, LLC 1.84% Add +4.8% 74,221 $15.2M
First Commonwealth Financial Corp 3.29% Add +0.1% 74,210 $15.2M
Centric Wealth Management 3.63% Add +3.1% 66,344 $15.2M
Savoie Capital LLC 1.89% Add +73.4% 74,151 $15.2M
Mattern Wealth Management LLC 3.16% Reduce -19.4% 74,049 $15.2M
Radnor Capital Management, LLC 2.42% Add +0.2% 74,042 $15.2M
Drucker Wealth 3.0, LLC 2.93% Add +3.0% 71,920 $15.2M
Parkside Investments, LLC 2.06% Reduce -3.3% 73,977 $15.2M
Gradient Capital Advisors, LLC 4.48% Reduce -3.1% 73,967 $15.2M
Alpha Omega Wealth Management LLC 2.72% Reduce -1.4% 73,907 $15.2M
Keystone Wealth Services, LLC 3.65% Add +5.9% 73,853 $15.2M
Bank of New Hampshire 3.77% Reduce -5.3% 73,844 $15.2M
Hoey Investments, Inc. 2.27% Reduce -14.9% 73,811 $15.1M
Aspen Grove Capital, LLC 2.57% Add +9.4% 73,794 $15.1M
Intelligence Driven Advisers, LLC 2.28% Add +5.6% 73,767 $15.1M
LRI Investments, LLC 1.28% Reduce -2.4% 73,664 $15.1M
Atlas Capital Advisors Inc. 1.85% Reduce -3.5% 73,604 $15.1M
Freemont Management S.A. 2.49% Add +30.5% 73,600 $15.1M
Frisch Financial Group, Inc. 3.69% Add +0.1% 73,515 $15.1M
Field & Main Bank 4.90% Reduce -0.8% 73,408 $15.1M
IPG Investment Advisors LLC 2.94% Reduce -3.7% 73,348 $15.0M
FSM Wealth Advisors, LLC 2.44% Add +56.8% 71,539 $15.0M
Dominguez Wealth Management Solutions, Inc. 10.42% Reduce -0.0% 73,168 $15.0M
SS&H Financial Advisors, Inc. 5.01% Reduce -8.4% 73,116 $15.0M
LMG Wealth Partners, LLC 3.08% Reduce -0.2% 72,972 $15.0M
Keebeck Wealth Management 1.96% Reduce -3.5% 72,915 $15.0M
Analyst IMS Investment Management Services Ltd. 0.51% Add +4.3% 72,827 $14.9M
Deroy & Devereaux Private Investment Counsel Inc. 0.81% Reduce -1.6% 72,825 $14.9M
Kesler, Norman & Wride, LLC 2.65% Add +1.5% 72,670 $14.9M
GTS Securities LLC 0.66% Reduce -39.4% 72,533 $14.9M
Sweeney & Michel, LLC 5.28% Reduce -1.2% 70,456 $14.9M
Heritage Wealth Management, Inc. 4.81% Reduce -1.8% 72,501 $14.9M
Oak Grove Capital LLC 3.43% Reduce -51.2% 72,432 $14.9M
Baldwin Investment Management, LLC 1.79% Add +0.5% 72,428 $14.9M
Moseley Investment Management Inc. 5.12% Add +4.7% 72,373 $14.8M
Grandview Asset Management LLC 4.75% Reduce -2.3% 72,268 $14.8M
Tanager Wealth Management LLP 1.75% Reduce -2.1% 72,231 $14.8M
Fortis Capital Advisors, LLC 2.65% Reduce -7.5% 72,216 $14.8M
Wealthspire Retirement, LLC 0.98% Add +0.4% 72,199 $14.8M
TOWER TRUST & INVESTMENT Co 10.53% Add +1.8% 72,188 $14.8M
Burford Brothers, Inc. 6.79% Add +0.1% 72,133 $14.8M
WBH Advisory Inc. 1.26% Reduce -4.4% 72,102 $14.8M
Strategic Financial Services, Inc. 0.80% Reduce -1.2% 72,094 $14.8M
Hennion & Walsh Asset Management, Inc. 0.60% Add +1.9% 72,008 $14.8M
Stablepoint Partners, LLC 2.51% Add +1.1% 71,998 $14.8M
Maryland Capital Advisors Inc. 5.78% Add +0.1% 71,920 $14.8M
Norris Perne & French LLP 1.03% Reduce -0.6% 71,894 $14.8M
Capital Counsel LLC 0.60% Reduce -3.0% 71,832 $14.7M
Kemnay Advisory Services Inc. 2.34% Add +13.6% 71,813 $14.7M
Arrow Financial Corp 1.55% Reduce -1.1% 71,810 $14.7M
VeraBank, N.A. 2.95% Add +17.9% 71,714 $14.7M
Kennedy Investment Group, Inc. 6.25% Reduce -1.8% 71,700 $14.7M
Kercheville Advisors, LLC 5.07% Reduce -1.1% 71,656 $14.7M
Amova Asset Management Americas, Inc. 0.15% Reduce -19.9% 71,669 $14.7M
Texas Bank & Trust Co 5.82% Reduce -2.9% 71,381 $14.6M
Global Wealth Management Investment Advisory, Inc. 2.75% Add +2.4% 71,348 $14.6M
RFP Financial Group LLC 6.04% Reduce -5.2% 71,284 $14.6M
American Trust 1.38% Add +19.7% 71,199 $14.6M
Alteri Wealth LLC 5.67% Reduce -1.1% 71,195 $14.6M
Marex Group Ltd 0.28% Reduce -13.8% 71,192 $14.6M
Gsa Capital Partners LLP 1.02% Add +1390.7% 71,180 $14.6M
Citizens Business Bank 2.84% Add +2.0% 71,158 $14.6M
Sawyer & Company, Inc 4.90% Reduce -3.0% 50,402 $14.6M
Centurion Wealth Management LLC 4.18% Reduce -2.3% 71,047 $14.6M
SPC Financial, Inc. 1.22% Add +0.3% 71,013 $14.6M
Settian Capital LP 10.25% No change 70,900 $14.5M
Fullerton Fund Management Co Ltd. 0.59% Reduce -51.2% 70,896 $14.5M
Cerro Pacific Wealth Advisors LLC 4.04% Reduce -1.0% 70,869 $14.5M
Consilium Wealth Advisory, LLC 6.13% Reduce -0.7% 70,813 $14.5M
S.E.E.D. Planning Group LLC 4.55% Add +10.4% 70,788 $14.5M
WESPAC Advisors SoCal, LLC 3.21% Reduce -0.7% 70,213 $14.4M
United Advisor Group, LLC 2.49% Add +7.3% 70,192 $14.4M
Hudson Bay Capital Management LP 0.11% Reduce -95.9% 70,172 $14.4M
Mosaic Family Wealth Partners, LLC 1.84% Reduce -2.6% 70,166 $14.4M
Compass Capital Management, Inc. 0.77% Add +407.3% 70,155 $14.4M
Ironvine Capital Partners, LLC 1.49% Reduce -12.6% 70,086 $14.4M
Meitav Investment House Ltd. 0.19% Reduce -40.4% 70,161 $14.4M
Lathrop Investment Management Co. 2.72% Reduce -20.3% 70,044 $14.4M
Lipe & Dalton 7.76% Reduce -2.7% 70,030 $14.4M
Wellspring Financial Advisors, LLC 1.28% Add +4.3% 70,018 $14.4M
Dumont & Blake Investment Advisors LLC 3.74% Add +0.3% 69,858 $14.3M
Titleist Asset Management, LLC 1.43% Add +0.6% 69,854 $14.3M
Bell Bank 0.67% Reduce -0.5% 69,834 $14.3M
Balboa Wealth Partners 2.88% Add +2.0% 69,830 $14.3M
Pasadena Private Wealth, LLC 2.46% Add +0.3% 69,828 $14.3M
Twin Peaks Wealth Advisors, LLC 4.64% Reduce -1.8% 62,338 $14.3M
L2 Asset Management, LLC 2.34% Add +5.6% 69,746 $14.3M
Enterprise Bank & Trust Co 5.35% Add +0.0% 69,739 $14.3M
General Partner, Inc. 8.38% Reduce -3.5% 69,723 $14.3M
First Dallas Securities Inc. 5.65% Reduce -2.9% 69,710 $14.3M
Trust Investment Advisors 8.68% Reduce -2.9% 69,689 $14.3M
Harmony Asset Management LLC 5.35% Reduce -1.6% 69,667 $14.3M
Perpetual Ltd 0.17% Add +3.8% 69,638 $14.3M
Bank of Nova Scotia Trust Co. 1.40% Add +0.6% 69,545 $14.3M
HHM Wealth Advisors, LLC 1.69% Add +0.6% 69,485 $14.3M
Ethos Financial Group, LLC 1.23% Reduce -46.0% 69,473 $14.3M
Summit Financial Strategies, Inc. 1.32% Reduce -0.3% 69,467 $14.3M
Patten Group, Inc. 3.01% Reduce -5.6% 69,418 $14.2M
KG Capital Management 4.20% Add +30.9% 69,450 $14.2M
Borer Denton & Associates, Inc. 4.94% Reduce -0.5% 69,366 $14.2M
Fortitude Family Office, LLC 4.71% Reduce -0.1% 69,362 $14.2M
Lee Financial Co 2.04% Reduce -1.1% 69,285 $14.2M
Renaissance Investment Group LLC 3.08% Reduce -0.8% 69,239 $14.2M
Udine Wealth Management, Inc. 7.50% Add +2.7% 69,214 $14.2M
Engineers Gate Manager LP 0.18% Add +136.8% 69,147 $14.2M
Chilton Investment Co. Inc. 0.31% Reduce -30.7% 69,043 $14.2M
Birch Capital Management, LLC 7.25% Reduce -1.9% 69,043 $14.2M
KPP Advisory Services LLC 2.34% Add +1.5% 69,002 $14.2M
Quantum Financial Advisors, LLC 1.91% Reduce -0.8% 68,883 $14.1M
Generali Investments CEE, investicni spolecnost, a.s. 1.16% Add +2.0% 68,873 $14.1M
Signal Advisors Wealth, LLC 1.10% Add +76.6% 68,821 $14.1M
Capital Management Associates, Inc 4.47% Add +13.6% 68,796 $14.1M
Concord Asset Management, LLC 2.12% Add +3.4% 68,788 $14.1M
Concord Wealth Partners 2.06% Reduce -8.0% 68,788 $14.1M
West Family Investments, Inc. 3.68% Add +46.8% 68,775 $14.1M
Arkfeld Wealth Strategies, L.L.C. 5.57% Add +1.3% 67,199 $14.1M
Financial Management Network Inc. 2.53% Add +1.4% 66,039 $14.1M
IFG Advisors, LLC 2.37% Add +6.9% 68,707 $14.1M
Roberts Glore & Co. Inc. 4.12% Add +1.4% 68,699 $14.1M
Caitong International Asset Management Co., Ltd 10.04% Add +6850100.0% 68,502 $14.1M
Clear Creek Financial Management, LLC 1.34% Add +7.7% 68,391 $14.0M
McDonald Partners LLC 3.37% Reduce -8.9% 68,321 $14.0M
NBW Capital LLC 3.02% Reduce -0.3% 68,186 $14.0M
Sepio Capital, LP 1.00% Add +30.2% 68,178 $14.0M
Ellevest, Inc. 2.23% Reduce -6.3% 68,122 $14.0M
Revolve Wealth Partners, LLC 1.82% Reduce -6.1% 68,081 $14.0M
First National Bank of Mount Dora, Trust Investment Services 3.15% Reduce -0.1% 68,077 $14.0M
DLK Investment Management, LLC 5.27% Reduce -2.1% 68,006 $14.0M
Charter Research & Investment Group, Inc. 10.41% Reduce -1.8% 67,918 $13.9M
Novem Group 1.77% Add +7.5% 67,875 $13.9M
Overbrook Management Corp 2.59% Reduce -13.0% 67,811 $13.9M
LexAurum Advisors, LLC 2.21% Add +2.0% 67,757 $13.9M
Adirondack Trust Co. 5.05% Reduce -4.2% 67,727 $13.9M
Jackson Square Capital, LLC 3.08% Reduce -24.9% 67,670 $13.9M
Drive Wealth Management, LLC 3.04% Reduce -0.4% 67,581 $13.9M
Calton & Associates, Inc. 2.39% Reduce -8.7% 67,483 $13.8M
Finer Wealth Management, Inc. 7.40% Reduce -0.0% 67,477 $13.8M
Dover Advisors, LLC 6.09% Reduce -14.1% 67,446 $13.8M
Hudson Value Partners, LLC 4.77% Reduce -3.3% 67,378 $13.8M
Doheny Asset Management 9.68% Reduce -0.2% 67,337 $13.8M
Graybill Wealth Management, LTD. 4.51% Add +2.9% 67,328 $13.8M
Montis Financial, LLC 3.84% Reduce -18.0% 67,279 $13.8M
Councilmark Asset Management, LLC 8.73% Reduce -1.1% 67,231 $13.8M
New Millennium Group LLC 7.63% Add +16.5% 67,188 $13.8M
Bryant Woods Investment Advisors, LLC 5.94% Reduce -0.5% 67,121 $13.8M
Arlington Trust Co LLC 2.69% Add +0.5% 67,060 $13.8M
Nicolet Bankshares Inc. 2.38% Add +3.5% 67,041 $13.8M
Monarch Capital Management Inc. 3.69% Add +4.6% 66,967 $13.7M
Glassy Mountain Advisors, Inc. 4.42% Reduce -0.2% 66,887 $13.7M
Solstein Capital, LLC 7.03% Add +1.6% 66,771 $13.7M
Keudell/Morrison Wealth Management 3.04% Reduce -4.3% 66,697 $13.7M
Fortis Capital Management LLC 2.13% Add +23.0% 66,556 $13.7M
BOK Financial Private Wealth, Inc. 0.91% Reduce -0.0% 66,425 $13.6M
Foster Victor Wealth Advisors, LLC 0.92% Add +5.7% 64,511 $13.6M
Greenfield Savings Bank 6.17% Add +0.5% 66,337 $13.6M
Trust Co. of Oklahoma 4.33% Add +0.4% 66,287 $13.6M
Kestra Investment Management, LLC 0.41% Reduce -68.8% 66,254 $13.6M
OPTIMAS CAPITAL Ltd 14.28% New 66,000 $13.5M
Seamount Financial Group Inc. 6.96% Add +18.4% 65,980 $13.5M
Bollard Group LLC 0.31% Add +323.3% 65,922 $13.5M
Financial Advisors Network, Inc. 2.04% Add +5.9% 65,817 $13.5M
Wright Investors Service Inc. 4.08% Reduce -10.0% 65,809 $13.5M
Global Financial Private Client, LLC 5.06% Reduce -0.2% 65,783 $13.5M
Aprio Wealth Management, LLC 1.52% Add +8.4% 65,705 $13.5M
Cumberland Partners Ltd 0.93% Reduce -1.2% 65,615 $13.5M
Capital Investment Counsel, LLC 2.08% Reduce -6.0% 65,463 $13.4M
CWS Financial Advisors, LLC 3.90% Reduce -5.8% 65,363 $13.4M
KRS Capital Management, LLC 8.96% Reduce -1.9% 65,330 $13.4M
Wealth Dimensions Group, Ltd. 2.95% Reduce -0.6% 65,320 $13.4M
Spring Capital Management, LLC 7.06% Add +1.3% 65,283 $13.4M
Baron Silver Stevens Financial Advisors, LLC 2.14% Add +55.2% 65,136 $13.4M
Bangor Savings Bank 1.19% Reduce -2.6% 65,113 $13.4M
Unisphere Establishment 0.11% No change 65,100 $13.4M
Financial Perspectives, Inc 4.03% Add +2.1% 65,042 $13.3M
DCM Advisors, LLC 5.72% Add +7.9% 65,368 $13.3M
IRON Financial LLC 7.05% Add +0.3% 64,872 $13.3M
Tenere Capital LLC 3.41% Reduce -27.4% 64,805 $13.3M
Delta Financial Advisors LLC 4.67% Reduce -6.0% 64,689 $13.3M
Wealth Management Associates, Inc. 5.15% Reduce -2.1% 64,552 $13.2M
Mission Creek Capital Partners, Inc. 2.94% Reduce -14.1% 82,516 $13.2M
Core Wealth Partners LLC 6.71% Add +0.4% 64,449 $13.2M
Columbia Bank 4.03% Add +0.2% 62,950 $13.2M
Midland Wealth Advisors, LLC 0.73% Add +20.8% 64,417 $13.2M
Pandora Wealth, Inc. 8.12% Reduce -3.4% 64,387 $13.2M
LBMC Investment Advisors, LLC 0.94% Reduce -0.7% 64,302 $13.2M
Two Point Capital Management, Inc. 5.61% — 64,219 $13.2M
Bay Rivers Group 6.03% Reduce -6.0% 64,204 $13.2M
Salomon & Ludwin, LLC 1.30% Add +0.1% 61,966 $13.2M
Compton Wealth Advisory Group, LLC 3.33% Add +0.8% 64,160 $13.2M
Antonelli Financial Advisors, LLC 9.49% Reduce -2.6% 64,063 $13.1M
Global Assets Advisory, LLC 5.13% Reduce -44.1% 63,225 $13.1M
Consolidated Investment Group LLC 1.75% No change 63,762 $13.1M
Harbour Capital Advisors, LLC 2.76% Reduce -1.5% 61,566 $13.1M
Apollon Financial, LLC 2.74% Reduce -6.5% 63,632 $13.1M
Harrington Investments, INC 6.91% Reduce -0.8% 63,615 $13.1M
Silverleafe Capital Partners, LLC 4.54% Reduce -3.9% 63,485 $13.0M
Excalibur Management Corp. 4.89% Reduce -0.3% 63,409 $13.0M
Obsidian Cio, LLC 1.89% Add +0.9% 63,382 $13.0M
Burke & Herbert Bank & Trust Co. 2.91% Reduce -2.2% 63,367 $13.0M
Caliber Wealth Management, LLC / KS 1.40% Add +7.2% 63,310 $13.0M
Shulman DeMeo Asset Management LLC 3.21% Reduce -0.7% 63,219 $13.0M
Hexagon Capital Partners LLC 2.88% Reduce -0.6% 63,144 $13.0M
Hendley & Co. Inc. 4.52% Reduce -8.0% 63,140 $13.0M
Balanced Wealth Group LLC 5.62% Reduce -0.4% 62,385 $12.9M
Curbstone Financial Management Corp 2.66% Reduce -2.7% 63,079 $12.9M
LJI Wealth Management, LLC 2.25% Reduce -3.4% 63,074 $12.9M
Trivant Custom Portfolio Group, LLC 7.13% Reduce -0.7% 63,057 $12.9M
Amplius Wealth Advisors, LLC 1.20% Add +6.0% 62,956 $12.9M
TCFG Wealth Management, LLC 5.87% Reduce -1.4% 62,772 $12.9M
Dark Forest Capital Management LP 0.52% Add +57.0% 62,762 $12.9M
CPC Advisors, LLC 1.61% Reduce -22.4% 62,680 $12.9M
Muhlenkamp & Co. Inc. 4.01% Add +0.3% 62,616 $12.8M
Nvwm, LLC 3.10% Reduce -8.5% 62,591 $12.8M
Georgetown University 4.88% Add +0.1% 62,422 $12.8M
Highline Wealth Partners LLC 3.79% Reduce -3.0% 62,418 $12.8M
Bell & Brown Wealth Advisors, LLC 4.57% Add +0.6% 62,340 $12.8M
Roman Butler Fullerton & Co. 3.77% Add +8.5% 59,787 $12.8M
Richard P Slaughter Associates Inc 2.60% Add +7.3% 62,235 $12.8M
Soundwatch Capital LLC 2.17% Add +2244.9% 1,327,174 $12.8M
First National Corp. /Ma/ 2.57% Reduce -7.3% 62,160 $12.8M
Manhattan West Asset Management, LLC 2.95% Reduce -11.8% 62,058 $12.7M
Mycio Wealth Partners, LLC 2.94% Add +1.9% 61,996 $12.7M
Accretive Wealth Partners, LLC 4.17% Reduce -0.4% 61,954 $12.7M
Davis-Rea LTD. 3.16% Add +178.0% 61,947 $12.7M
Copperwynd Financial, LLC 3.17% Add +21.5% 61,907 $12.7M
Hartford Financial Management Inc. 3.47% Add +1.9% 61,895 $12.7M
Brick & Kyle, Associates 5.66% Reduce -0.4% 60,103 $12.7M
Quad-Cities Investment Group, LLC 5.77% Reduce -3.1% 61,818 $12.7M
Kaizen Financial Strategies 6.47% Add +0.5% 61,808 $12.7M
Thames Capital Management LLC 2.87% No change 61,806 $12.7M
Koa Wealth Management, LLC 10.07% Reduce -0.0% 61,796 $12.7M
Plante Moran Financial Advisors, LLC 0.89% Reduce -25.6% 61,792 $12.7M
Next Century Growth Investors LLC 0.98% Reduce -1.9% 61,706 $12.7M
Kelleher Financial Advisors 4.39% Add +1.4% 61,692 $12.7M
Scott Marsh Financial, LLC 4.69% — 61,640 $12.6M
National Philanthropic Trust 0.17% Reduce -19.6% 61,639 $12.6M
BIP Wealth, LLC 0.78% Add +1.6% 61,616 $12.6M
Baugh & Associates, LLC 6.58% Reduce -4.7% 66,574 $12.6M
Mount Vernon Associates Inc. 9.12% Reduce -1.7% 61,557 $12.6M
Hedeker Wealth, LLC 2.94% Reduce -2.3% 61,537 $12.6M
Matthew 25 Management Corp 4.06% No change 61,500 $12.6M
FF Advisors,LLC 6.54% Add +0.9% 61,414 $12.6M
United American Securities Inc. (d/b/a UAS Asset Management) 2.71% Add +21.2% 61,329 $12.6M
Armstrong Henry H Associates Inc. 1.19% Reduce -2.9% 61,276 $12.6M
Capital Insight Partners, LLC 2.18% Add +1.9% 61,254 $12.6M
W1M Asset Management Ltd 0.95% Reduce -1.3% 61,221 $12.6M
Intrua Financial, LLC 1.80% Add +2.5% 61,209 $12.6M
Tiemann Investment Advisors, LLC 5.14% Reduce -0.4% 61,188 $12.6M
Newman Dignan & Sheerar, Inc. 2.87% Reduce -10.9% 60,853 $12.5M
CapitalatWork S.A. 0.38% Reduce -1.2% 60,840 $12.5M
Morton Capital Management LLC 2.21% Add +3.4% 60,797 $12.5M
O'Brien Wealth Partners LLC 1.96% Reduce -0.5% 60,752 $12.5M
Capital Advisors Wealth Management, LLC 1.96% Add +8.1% 60,739 $12.5M
Willow Creek Wealth Management Inc. 1.12% Add +0.3% 60,708 $12.5M
Sandy Cove Advisors, LLC 4.49% Add +1.8% 60,631 $12.4M
Bank Ozk 4.77% Reduce -1.2% 60,619 $12.4M
Northwest Bancshares, Inc. 2.17% Reduce -4.2% 60,612 $12.4M
Argentarii, LLC 5.69% Add +0.4% 60,429 $12.4M
Blodgett Wealth Advisors, LLC 9.69% Reduce -6.7% 60,310 $12.4M
Marshall Financial Group, LLC 2.42% Add +0.5% 58,879 $12.4M
All Terrain Financial Advisors, LLC 4.48% Reduce -0.2% 60,213 $12.4M
Leeward Financial Partners, LLC 3.91% Add +29.1% 60,208 $12.4M
Delta Investment Management, LLC 2.37% Reduce -2.1% 60,070 $12.3M
Investor's Fiduciary Advisor Network, LLC 4.57% Add +20.8% 59,984 $12.3M
Masso Torrence Wealth Management Inc. 5.69% Add +1.3% 59,976 $12.3M
Almanack Investment Partners, LLC. 1.96% Add +176.3% 59,886 $12.3M
Tsfg, LLC 2.22% Reduce -0.2% 59,871 $12.3M
Secure Asset Management, LLC 2.28% Reduce -1.6% 59,872 $12.3M
LaSalle St. Investment Advisors, LLC 3.37% Reduce -5.2% 59,838 $12.3M
Hall Laurie J Trustee 4.06% Add +0.4% 59,838 $12.3M
IVC Wealth Advisors LLC 5.99% Add +0.3% 59,834 $12.3M
Chronos Wealth Management, LLC 6.35% Add +0.3% 59,776 $12.3M
Kensington Investment Counsel, LLC 5.25% Add +2.2% 59,647 $12.2M
First Business Financial Services, Inc. 1.10% Reduce -2.5% 59,631 $12.2M
Castle Rock Wealth Management, LLC 2.85% Add +5.5% 57,286 $12.2M
Freedom Financial Partners LLC 5.15% Reduce -1.6% 59,500 $12.2M
Ardent Capital Management, Inc. 5.85% Reduce -56.5% 59,461 $12.2M
DGS Capital Management, LLC 2.52% Add +0.8% 59,418 $12.2M
Opal Wealth Advisors, LLC 3.38% Add +2.7% 59,407 $12.2M
Walkner Condon Financial Advisors LLC 2.24% Reduce -0.5% 59,387 $12.2M
Dudley Capital Management, LLC 6.10% Reduce -3.3% 59,269 $12.2M
Roof Eidam Maycock Peralta, LLC 3.00% Reduce -1.4% 59,241 $12.2M
Oak Hill Wealth Advisors, LLC 2.52% Reduce -0.7% 57,844 $12.1M
Davidson Trust Co. 5.60% Reduce -1.0% 59,180 $12.1M
Pictet North America Advisors SA 1.22% No change 59,114 $12.1M
Evermay Wealth Management LLC 1.49% Add +1.1% 59,068 $12.1M
Silverlake Wealth Management LLC 3.56% Add +17.2% 59,026 $12.1M
PKS Advisory Services, LLC 2.99% Add +98917.0% 57,956,620 $12.1M
Manchester Financial Inc. 2.53% Reduce -4.0% 58,962 $12.1M
M. Kulyk & Associates, LLC 2.63% Reduce -0.2% 58,928 $12.1M
Glen Eagle Advisors, LLC 1.86% Reduce -6.9% 58,911 $12.1M
Bayesian Capital Management, LP 1.91% Add +792.5% 58,904 $12.1M
Heartland Bank & Trust Co 5.66% Reduce -6.3% 58,899 $12.1M
IFC Advisors LLC 2.26% Reduce -3.6% 58,819 $12.1M
Stolper Co 3.96% Reduce -1.5% 58,794 $12.1M
Hazlett, Burt & Watson, Inc. 4.93% Add +7.3% 58,742 $12.0M
Olistico Wealth, LLC 6.69% Add +0.5% 58,718 $12.0M
Indiana Trust & Investment Management Co 3.98% Reduce -2.2% 58,701 $12.0M
Bridge Creek Capital Management LLC 3.54% Add +0.9% 58,674 $12.0M
City State Bank 3.77% Reduce -0.4% 58,647 $12.0M
Abacus Planning Group, Inc. 1.79% Reduce -8.0% 58,577 $12.0M
DeDora Capital, Inc. 3.13% Reduce -0.0% 58,528 $12.0M
NWK Group, Inc. 4.21% Reduce -4.8% 58,494 $12.0M
Mechanics Financial Corp 5.09% Reduce -0.7% 58,374 $12.0M
CFS Investment Advisory Services, LLC 0.98% Reduce -1.6% 58,350 $12.0M
Lafayette Investments, Inc. 2.42% Add +0.7% 58,335 $12.0M
Potentia Wealth 6.82% Add +1.9% 58,333 $12.0M
Moser Wealth Advisors, LLC 5.74% Reduce -1.2% 58,307 $12.0M
First Community Trust NA 9.70% Reduce -0.1% 58,176 $11.9M
Evelyn Partners Investment Management Services Ltd 1.79% Reduce -35.6% 58,176 $11.9M
Citizens & Northern Corp. 3.19% Reduce -2.0% 58,164 $11.9M
Gables Capital Management Inc. 5.64% Reduce -5.3% 58,145 $11.9M
Abundance Wealth Counselors 2.23% Add +1.6% 58,540 $11.9M
WNY Asset Management, LLC 1.31% Reduce -0.6% 58,068 $11.9M
Texas Capital Bancshares Inc 4.31% Add +0.0% 58,036 $11.9M
High Falls Advisors, Inc 2.63% Add +1.6% 57,976 $11.9M
Pacifica Partners Inc. 4.82% Reduce -2.2% 59,081 $11.9M
Souders Financial Advisors 1.51% Reduce -1.4% 57,890 $11.9M
Sovereign Financial Group, Inc. 2.45% Add +1.9% 57,874 $11.9M
Orca Wealth Management, LLC 10.00% Reduce -2.5% 57,858 $11.9M
FUKOKU MUTUAL LIFE INSURANCE Co 0.76% Reduce -8.1% 57,844 $11.9M
Capital Market Strategies LLC 8.29% Reduce -7.1% 57,805 $11.9M
Hamilton Capital Partners, LLC 5.69% Reduce -24.4% 57,745 $11.8M
LongView Wealth Management 3.59% Reduce -8.5% 57,727 $11.8M
Park State Asset Management 7.60% Reduce -5.9% 57,726 $11.8M
West Wealth Group, LLC 2.94% Add +0.8% 55,517 $11.8M
Alpine Woods Capital Investors, LLC 2.81% Reduce -6.9% 57,694 $11.8M
Woodley Farra Manion Portfolio Management Inc. 0.56% Reduce -1.3% 57,650 $11.8M
Capital International Ltd. 0.45% Reduce -67.4% 57,612 $11.8M
High Net Worth Advisory Group LLC 3.13% Reduce -2.3% 57,567 $11.8M
Alpha Family Trust 5.85% Reduce -10.5% 57,550 $11.8M
Inspirion Wealth Advisors, LLC 1.56% Add +1.4% 57,546 $11.8M
Asio Capital, LLC 1.97% Add +3.4% 57,535 $11.8M
First Heartland Consultants, Inc. 1.05% Reduce -5.0% 57,487 $11.8M
Boston Research & Management Inc. 2.81% Add +0.5% 57,443 $11.8M
Wills Financial Group LLC 5.11% Reduce -1.1% 57,398 $11.8M
Montag & Caldwell, LLC 2.58% Reduce -40.9% 57,346 $11.8M
Strategy Asset Managers LLC 2.19% Reduce -0.1% 57,206 $11.7M
O'Brien Greene & Co. Inc 3.84% Reduce -1.8% 57,188 $11.7M
Channel Wealth LLC 3.32% Add +1.5% 57,175 $11.7M
WFA of San Diego, LLC 8.65% — 57,116 $11.7M
Cordgrass Capital Advisors, LLC 3.16% Reduce -0.9% 56,995 $11.7M
Millstone Evans Group, LLC 7.97% Reduce -0.9% 56,990 $11.7M
Fermata Advisors, LLC 3.12% Reduce -24.6% 56,988 $11.7M
Abbot Financial Management, Inc. 5.39% Add +3.3% 56,943 $11.7M
Wimmer Associates 1, LLC 5.97% Reduce -0.2% 56,921 $11.7M
Buckhead Capital Management LLC 4.51% Add +0.1% 56,881 $11.7M
Palumbo Wealth Management LLC 3.61% Add +8.3% 56,798 $11.7M
Timber Creek Capital Management LLC 2.96% Reduce -0.5% 57,360 $11.6M
IMS Capital Management 5.44% Reduce -2.3% 56,698 $11.6M
Consolidated Capital Management, LLC 4.20% Add +12.9% 56,671 $11.6M
Alkeon Capital Management LLC 0.06% No change 56,627 $11.6M
Hodges Capital Management Inc. 1.11% Reduce -6.4% 56,613 $11.6M
Thrive Wealth Management, LLC 1.87% Add +1.3% 56,561 $11.6M
Old Second National Bank of Aurora 2.53% Reduce -0.2% 56,527 $11.6M
Redhawk Wealth Advisors, Inc. 1.45% Reduce -0.0% 56,478 $11.6M
Lincoln Capital LLC 2.23% Reduce -0.5% 56,460 $11.6M
Bradley & Co. Private Wealth Management, LLC 7.09% Reduce -0.6% 56,410 $11.6M
Wescott Financial Advisory Group, LLC 1.11% Reduce -1.4% 56,377 $11.6M
St. Nicholas Private Asset Management, Inc. 10.71% Add +0.3% 56,272 $11.5M
McGinn Penninger Investment Management, Inc. 7.29% Reduce -8.7% 56,141 $11.5M
Gemmer Asset Management LLC 1.02% Add +7.7% 56,132 $11.5M
Bellevue Asset Management, LLC 5.60% Reduce -0.6% 56,068 $11.5M
Cladis Investment Advisory, LLC 7.21% Add +0.3% 56,049 $11.5M
Bright Rock Capital Management, LLC 2.33% Reduce -9.7% 56,000 $11.5M
Promethium Advisors,llc 6.97% Reduce -0.7% 55,947 $11.5M
SJS Investment Consulting Inc. 1.82% Reduce -5.2% 55,939 $11.5M
Blue Edge Capital, LLC 1.70% Reduce -0.9% 55,845 $11.5M
Vicus Capital 0.95% Add +0.1% 55,842 $11.5M
Revisor Wealth Management LLC 4.13% Reduce -1.5% 53,872 $11.4M
My Personal CFO, LLC 5.20% Add +0.3% 55,709 $11.4M
Duncan Williams Asset Management, LLC 3.60% Reduce -2.9% 55,656 $11.4M
Torray Investment Partners LLC 1.66% Reduce -6.4% 55,582 $11.4M
Old North State Trust, LLC 7.79% Add +2.3% 55,576 $11.4M
Lederer & Associates Investment Counsel 7.54% Reduce -0.8% 55,517 $11.4M
Rock Point Advisors, LLC 3.21% Reduce -0.2% 55,513 $11.4M
Fortis Group Advisors, LLC 2.07% Reduce -17.3% 54,916 $11.4M
Fourth Dimension Wealth, LLC 4.80% Reduce -3.7% 55,433 $11.4M
CVA Family Office, LLC 1.60% Add +0.6% 55,395 $11.4M
Parisi Gray Wealth Management 3.25% Reduce -0.1% 55,323 $11.4M
Sculati Wealth Management, LLC 4.27% Reduce -0.8% 55,313 $11.3M
Eaton Financial Holdings Company, LLC 3.49% Add +117.4% 55,282 $11.3M
Financial Enhancement Group LLC 1.62% Add +1.8% 53,685 $11.3M
Lincoln Capital Corp. 4.36% Reduce -6.7% 55,249 $11.3M
Beutel, Goodman & Co Ltd. 0.06% Reduce -6.7% 55,251 $11.3M
Tortoise Investment Management, LLC 1.08% Reduce -4.4% 55,216 $11.3M
Acorn Financial Advisory Services Inc. 1.85% Reduce -3.7% 55,102 $11.3M
FCG Investment Co 5.90% Reduce -6.2% 55,074 $11.3M
Prosperity Financial Group, Inc. 4.80% Reduce -3.5% 54,979 $11.3M
Capital Advantage, Inc. 1.79% Add +8.0% 54,966 $11.3M
Alaethes Wealth, LLC 3.37% Reduce -6.6% 54,944 $11.3M
Gardner Lewis Asset Management L P 2.81% Reduce -0.4% 54,928 $11.3M
Roehl & Yi Investment Advisors, LLC 5.77% Add +260.9% 200,073 $11.3M
Vanguard Capital Wealth Advisors 11.19% Reduce -2.5% 54,846 $11.3M
Clay Northam Wealth Management, LLC 7.19% Reduce -1.4% 54,845 $11.3M
Somerset Trust Co 3.66% Reduce -0.1% 54,782 $11.2M
Alhambra Investment Management LLC 5.57% Reduce -0.0% 54,709 $11.2M
Miramar Capital, LLC 2.65% Add +3.6% 54,645 $11.2M
Governors Lane LP 1.55% New 54,600 $11.2M
Clearwater Capital Advisors, LLC 1.02% Reduce -2.7% 54,554 $11.2M
Kenora Financial, LLC 4.17% Reduce -1.5% 54,550 $11.2M
N.E.W. Advisory Services LLC 1.09% Reduce -38.8% 54,502 $11.2M
Ervin Investment Management, LLC 6.99% Reduce -3.4% 54,494 $11.2M
Bonness Enterprises Inc. 3.66% No change 54,440 $11.2M
Wealth Management Partners, LLC 3.94% Add +0.5% 53,135 $11.2M
Syntegra Private Wealth Group, LLC 1.14% Add +0.9% 54,332 $11.1M
Childress Capital Advisors, LLC 2.81% Add +8.3% 54,332 $11.1M
Fourpath Capital Management, LLC 1.75% Reduce -0.3% 54,316 $11.1M
Bourgeon Capital Management LLC 2.24% Add +0.2% 54,271 $11.1M
Wealth Advisory Solutions, LLC 2.82% Add +0.1% 54,230 $11.1M
McIlrath & Eck, LLC 1.27% Add +0.4% 54,222 $11.1M
Paces Ferry Wealth Advisors, LLC 5.11% Reduce -3.1% 54,218 $11.1M
VCI Wealth Management LLC 3.89% Add +13.5% 54,137 $11.1M
TFR Capital, LLC. 4.02% Add +2.3% 54,107 $11.1M
Planning Alternatives Ltd. 1.54% Reduce -7.5% 54,010 $11.1M
JT Stratford LLC 1.68% Add +5.8% 53,996 $11.1M
TLW Wealth Management, LLC 6.17% Reduce -3.9% 53,989 $11.1M
CNB Bank 5.25% Add +0.4% 53,971 $11.1M
NewSquare Capital LLC 0.82% Add +5.2% 53,968 $11.1M
Aviso Financial Inc. 0.50% Reduce -7.8% 53,955 $11.1M
Greenberg Financial Group 4.15% Add +0.9% 38,247 $11.1M
Pekin Hardy Strauss, Inc. 1.27% Reduce -8.2% 53,911 $11.1M
St. Johns Investment Management Company, LLC 5.08% Add +4.4% 53,905 $11.1M
Cherokee Insurance Co 4.82% Add +1.9% 53,900 $11.1M
Slagle Financial, LLC 4.45% Add +10.0% 53,804 $11.0M
B & T Capital Management DBA Alpha Capital Management 1.90% Add +0.4% 53,776 $11.0M
Elevated Capital Advisors, LLC 3.09% No change 49,655 $11.0M
SYM FINANCIAL Corp 1.23% Add +6.8% 53,728 $11.0M
Canopy Partners, LLC 4.04% Reduce -2.3% 53,717 $11.0M
Financial Security Advisor, Inc. 2.54% Add +0.8% 53,709 $11.0M
Trail Ridge Investment Advisors, LLC 5.30% Reduce -1.1% 53,071 $11.0M
EPG Wealth Management LLC 3.30% Reduce -25.1% 53,644 $11.0M
Satovsky Asset Management LLC 2.34% Reduce -0.3% 53,638 $11.0M
Ballast, Inc. 2.88% Reduce -0.0% 53,628 $11.0M
State of Wyoming 1.34% Add +7.0% 53,574 $11.0M
Avalon Capital Management 2.95% Reduce -13.0% 53,549 $11.0M
WealthBridge Capital Management, LLC 2.78% Reduce -2.3% 53,469 $11.0M
Jupiter Wealth Management LLC 5.54% Reduce -2.7% 46,983 $11.0M
ORBA Wealth Advisors, L.L.C. 9.97% Reduce -24.5% 53,357 $10.9M
Marathon Capital Management 2.81% Reduce -4.6% 53,349 $10.9M
Eastover Investment Advisors LLC 4.90% Add +0.2% 53,292 $10.9M
Coston, McIsaac & Partners 2.83% Add +0.2% 53,266 $10.9M
Freedom Investment Management, Inc. 0.87% Add +7.8% 53,235 $10.9M
Blue Zone Wealth Advisors, LLC 2.73% Reduce -1.2% 53,201 $10.9M
Chemung Canal Trust Co. 2.29% Reduce -1.4% 53,081 $10.9M
Sterling Financial Group, Inc. 3.65% Add +0.1% 53,042 $10.9M
Menlo Advisors LLC 5.86% Reduce -1.9% 53,001 $10.9M
Garden State Investment Advisory Services LLC 2.94% Reduce -5.1% 52,931 $10.9M
NovaPoint Capital, LLC 3.33% Add +1.7% 52,911 $10.9M
Willis Johnson & Associates, Inc. 0.74% Reduce -1.0% 52,857 $10.8M
Fairfield Financial Advisors, LTD 3.81% Reduce -3.4% 52,802 $10.8M
Impact Capital Partners LLC 3.55% Add +2.2% 52,741 $10.8M
Scissortail Wealth Management, LLC 2.60% Add +2.2% 52,732 $10.8M
Harbour Investment Management LLC 4.67% Reduce -0.3% 52,601 $10.8M
Eukles Asset Management 4.41% Reduce -0.1% 52,542 $10.8M
Riggs Asset Managment Co. Inc. 2.65% Reduce -3.0% 52,511 $10.8M
Owen LaRue, LLC 4.58% Reduce -0.4% 52,478 $10.8M
Eagle Capital Management, LLC 4.73% Reduce -1.0% 52,434 $10.8M
JARISLOWSKY, FRASER Ltd 0.06% Reduce -0.8% 52,388 $10.7M
626 Financial, LLC 5.04% Add +0.7% 52,363 $10.7M
DMC Group, LLC 8.35% Add +0.5% 52,362 $10.7M
Grace & Mercy Foundation, Inc. 2.22% No change 52,300 $10.7M
White Pine Capital LLC 3.40% Reduce -1.9% 52,272 $10.7M
Painted Porch Advisors LLC 4.40% Reduce -0.9% 52,271 $10.7M
Lummis Asset Management, LP 7.01% Reduce -27.3% 46,694 $10.7M
Lewis Asset Management, LLC 5.03% Add +33.0% 52,145 $10.7M
Waddell & Associates, LLC 1.14% Add +3.7% 52,120 $10.7M
JPL Wealth Management, LLC 2.88% Add +0.8% 52,085 $10.7M
Princeton Global Asset Management LLC 1.94% Reduce -1.9% 52,034 $10.7M
Horizon Wealth Management, LLC 1.87% Reduce -5.8% 51,890 $10.6M
Inspire Trust Co, N.A. 2.19% Add +19.1% 51,843 $10.6M
Highview Capital Management LLC 4.10% Add +2.2% 51,806 $10.6M
Florida Financial Advisors, LLC 2.58% Add +82.5% 51,654 $10.6M
Purus Wealth Management, LLC 3.69% Add +2.0% 51,782 $10.6M
Garrison Point Advisors, LLC 4.88% Reduce -3.2% 51,770 $10.6M
Greenline Partners, LLC 1.43% Add +12.3% 51,719 $10.6M
Xcel Wealth Management, LLC 3.08% Reduce -1.8% 51,711 $10.6M
Strategic Investment Solutions, Inc. 3.21% Reduce -3.0% 51,246 $10.6M
EFG Asset Management (Americas) Corp. 1.94% Reduce -11.2% 51,325 $10.5M
Hanson & Doremus Investment Management 1.41% Add +0.6% 51,236 $10.5M
Cloud Capital Management, LLC 6.54% Add +230.3% 51,569 $10.5M
Brass Tax Wealth Management, Inc. 2.02% Add +2.8% 51,025 $10.5M
Tsai Capital Corp 7.67% Reduce -0.9% 50,970 $10.5M
Wealth Group, Ltd. 10.37% Reduce -32.4% 50,949 $10.5M
Symmetry Investments LP 0.87% Add +68.2% 50,932 $10.4M
Colonial River Investments, LLC 4.50% Reduce -1.8% 49,177 $10.4M
Brown, Lisle/Cummings, Inc. 2.78% Reduce -0.1% 50,826 $10.4M
Fortress Private Ledger, LLC 4.72% Reduce -0.1% 50,660 $10.4M
Providence Wealth Advisors, LLC 7.12% Add +8.2% 47,160 $10.4M
Private Management Group Inc. 0.34% Add +220.6% 50,530 $10.4M
Signature Wealth Management Partners, LLC 5.92% Reduce -3.1% 50,520 $10.4M
Waterfront Wealth Inc. 2.32% Add +0.0% 50,510 $10.4M
GPM Growth Investors, Inc. 4.11% Reduce -1.1% 50,493 $10.4M
Allied Investment Advisors, LLC 1.81% Reduce -1.4% 50,475 $10.4M
BKM Wealth Management, LLC 4.03% Reduce -1.7% 50,337 $10.3M
Pflug Koory, LLC 5.24% Reduce -3.9% 50,329 $10.3M
Woodward Diversified Capital, LLC 5.22% Add +33.5% 50,302 $10.3M
Net Worth Advisory Group 2.29% Add +308.4% 50,296 $10.3M
Versant Capital Management, Inc 1.56% Add +3.1% 50,239 $10.3M
Evolution Wealth Advisors, LLC 1.51% Reduce -2.4% 50,191 $10.3M
Searcy Financial Services Inc. 4.18% Add +2.4% 50,164 $10.3M
Atticus Wealth Management, LLC 2.78% Add +7.3% 50,141 $10.3M
jvl associates llc 3.69% Add +6.4% 50,058 $10.3M
Triton Financial Group Inc 7.45% — 50,042 $10.3M
Wealth Alliance Advisory Group, LLC 1.95% Add +4.4% 50,015 $10.3M
Lattice Capital Management, LLC 11.29% Reduce -30.0% 50,000 $10.3M
Kentucky Farm Bureau Mutual Insurance Co 2.19% No change 50,000 $10.3M
Gendell Jeffrey L 0.27% New 50,000 $10.3M
Montgomery Investment Management Inc. 3.97% Reduce -3.8% 49,973 $10.3M
Carnegie Lake Advisors LLC 4.06% Reduce -0.5% 49,942 $10.2M
Summit Wealth Group LLC / Co. 2.57% — 49,891 $10.2M
Osterweis Capital Management Inc. 0.63% Add +5.3% 49,818 $10.2M
Quantum Portfolio Management LLC 4.87% Reduce -1.5% 49,795 $10.2M
Eclectic Associates Inc. 2.22% Reduce -1.4% 49,766 $10.2M
Evexia Wealth LLC 3.20% Add +3.3% 48,185 $10.2M
Rede Wealth, LLC 3.67% Reduce -0.2% 49,505 $10.2M
Carmel Capital Management L.L.C. 3.42% Reduce -10.5% 49,492 $10.2M
Key Client Fiduciary Advisors, LLC 4.16% Reduce -2.3% 49,450 $10.1M
Bienville Capital Management, LLC 2.00% Reduce -0.3% 49,442 $10.1M
Sentry Investment Management LLC 5.59% Add +10.3% 48,294 $10.1M
Connable Office Inc. 1.00% Add +7.9% 49,365 $10.1M
Port Capital LLC 0.43% Reduce -1.1% 49,299 $10.1M
Advanced Asset Management Advisors Inc 2.73% Reduce -1.4% 49,287 $10.1M
Orion Capital Management LLC 3.84% Reduce -2.1% 49,141 $10.1M
BankPlus Trust Department 2.98% Reduce -0.5% 49,132 $10.1M
GWN Securities Inc. 1.87% Reduce -71.3% 49,111 $10.1M
Beacon Capital Management, LLC 1.36% Reduce -0.6% 49,118 $10.1M
Delta Asset Management LLC 0.88% Reduce -2.0% 49,055 $10.1M
Sheets Smith Wealth Management 1.18% Reduce -1.2% 49,031 $10.1M
Agate Pass Investment Management, LLC 4.13% Add +3.1% 48,995 $10.1M
SOL Capital Management CO 0.97% Add +0.7% 48,944 $10.0M
Harbor Advisory Corp. 3.20% Reduce -3.8% 48,921 $10.0M
Crowley Wealth Management, Inc. 9.13% Reduce -1.4% 48,867 $10.0M
Financial Insights, Inc. 3.66% Reduce -25.1% 48,806 $10.0M
Investment Advisory Services Inc. /TX 3.34% Add +3.1% 48,804 $10.0M
Wambolt & Associates, LLC 3.38% Reduce -8.3% 48,140 $10.0M
MTM Investment Management, LLC 3.36% Add +0.9% 48,711 $10.0M
Orleans Capital Management Corp. 5.30% Add +3.6% 48,674 $10.0M
BWM Planning, LLC 3.44% Add +5.6% 48,660 $10.0M
Central Valley Advisors, LLC 3.39% Add +0.8% 48,606 $10.0M
Roberts Capital Advisors, LLC 7.38% No change 48,578 $10.0M
Sandhill Capital Partners LLC 0.72% Add +0.5% 48,563 $10.0M
1248 Management, LLC 3.68% Add +25.4% 48,545 $10.0M
Victory Financial Group, LLC 1.58% Add +46.3% 48,480 $9.9M
Garrett Wealth Advisory Group, LLC 2.10% Reduce -0.1% 48,479 $9.9M
One Wealth Management Investment & Advisory Services, LLC 12.77% Add +13.3% 48,313 $9.9M
Yoder Wealth Management, Inc. 5.17% Add +0.7% 48,309 $9.9M
Redwood Investment Management, LLC 1.05% Reduce -20.3% 48,056 $9.9M
Maxi Investments CY Ltd 1.64% Add +19.5% 48,051 $9.9M
Carl P. Sherr & Co., LLC 4.98% Reduce -0.7% 48,039 $9.9M
Peninsula Asset Management Inc. 5.20% Reduce -0.4% 47,966 $9.8M
Chris Bulman Inc 5.61% Add +1.3% 47,951 $9.8M
Saxon Interests, Inc. 4.60% No change 44,286 $9.8M
HBW Advisory Services LLC 1.21% Add +27.6% 47,935 $9.8M
Caldwell Sutter Capital, Inc. 4.50% Reduce -0.8% 47,886 $9.8M
Prosperitas Financial LLC 4.62% Reduce -2.1% 47,884 $9.8M
Modus Advisors, LLC 2.91% Reduce -0.2% 47,727 $9.8M
Walled Lake Planning & Wealth Management, LLC 3.20% Reduce -2.2% 47,712 $9.8M
Western Pacific Wealth Management, LP 9.38% Reduce -23.5% 47,676 $9.8M
Fairvoy Private Wealth, LLC 2.43% Add +5.3% 47,662 $9.8M
Wealthquest Corp 0.77% Add +0.4% 47,635 $9.8M
Thomas Story & Son LLC 3.75% Reduce -0.1% 47,594 $9.8M
Pacific Sun Financial Corp 5.10% Add +3.4% 47,587 $9.8M
Vista Investment Partners LLC 2.81% Reduce -2.2% 47,535 $9.8M
TFC Financial Management, Inc. 1.33% Reduce -0.2% 47,481 $9.7M
Curated Wealth Partners LLC 1.14% Add +1.6% 47,470 $9.7M
Financial Council, LLC 4.70% Reduce -2.0% 47,458 $9.7M
CGN Advisors LLC 0.87% Reduce -1.4% 47,417 $9.7M
Portfolio Design Labs, LLC 1.91% Reduce -38.2% 47,355 $9.7M
Laraway Financial Advisors Inc 7.37% Reduce -1.6% 47,350 $9.7M
Nkcfo LLC 4.05% No change 47,300 $9.7M
Broadwater Capital Management LLC 7.55% Add +18671.0% 9,703,310 $9.7M
Dagco, Inc. 2.71% Add +0.4% 47,266 $9.7M
Impact Partnership Wealth, LLC 1.79% Add +4.3% 47,237 $9.7M
Chesapeake Wealth Management 3.23% Reduce -0.6% 47,232 $9.7M
RDA Financial Network 2.62% Add +1.1% 47,171 $9.7M
Pettinga Financial Advisors LLC 2.12% Add +0.1% 47,163 $9.7M
LeClair Wealth Partners LLC 6.57% Reduce -0.2% 47,148 $9.7M
Cherry Creek Investment Advisors, Inc. 4.53% Reduce -3.6% 47,130 $9.7M
Sage Rhino Capital LLC 2.04% Reduce -1.5% 47,081 $9.7M
RedJay Asset Management Inc. 2.26% No change 47,000 $9.6M
Lynch & Associates 1.94% Add +0.4% 46,993 $9.6M
Atlantic Edge Private Wealth Management, LLC 2.65% Reduce -0.3% 46,985 $9.6M
Richards, Merrill & Peterson, Inc. 4.57% Reduce -0.6% 46,874 $9.6M
Wrapmanager Inc. 2.34% Reduce -14.7% 46,854 $9.6M
Purkiss Capital Advisors LLC 5.34% Add +3.3% 46,852 $9.6M
Smallwood Wealth Investment Management, LLC 5.48% Add +3.4% 46,799 $9.6M
Kinsale Capital Group, Inc. 1.97% Add +13.9% 46,754 $9.6M
Family Capital Trust Co 3.32% Reduce -5.1% 46,702 $9.6M
Palogic Value Management, L.P. 4.11% Add +0.1% 46,669 $9.6M
Mark Sheptoff Financial Planning, LLC 5.10% Reduce -3.8% 46,618 $9.6M
Mathes Company, Inc. 3.57% Reduce -2.3% 46,592 $9.6M
Paragon Private Wealth Management, LLC 3.80% Add +3.9% 46,544 $9.5M
Advisors Management Group Inc. 1.80% Reduce -1.0% 46,532 $9.5M
Sterling Investment Counsel, LLC 5.59% Reduce -31.6% 46,487 $9.5M
Sitrin Capital Management LLC 4.87% Reduce -7.4% 46,486 $9.5M
Magnolia Capital Advisors LLC 2.40% Add +1.4% 46,461 $9.5M
Contravisory Investment Management, Inc. 1.88% Add +4.2% 46,451 $9.5M
ABLE Financial Group, LLC 2.30% Add +3.9% 46,364 $9.5M
Haven Capital Group, Inc. 8.38% Reduce -2.0% 46,356 $9.5M
Marino, Stram & Associates LLC 1.92% Add +4.2% 46,327 $9.5M
Enterprise Financial Services Corp 5.07% Add +2.5% 46,291 $9.5M
Cross Staff Investments Inc 7.05% Add +3.9% 46,237 $9.5M
GS Investments, Inc. 4.20% Reduce -0.5% 46,219 $9.5M
Towne Trust Company, N.A 3.31% Reduce -3.8% 46,154 $9.5M
West Michigan Advisors, LLC 2.67% Add +5.3% 46,145 $9.5M
Invst, LLC 1.18% Add +11.1% 46,139 $9.5M
Navellier & Associates Inc. 1.17% Reduce -0.8% 46,079 $9.5M
Vista Capital Partners, Inc. 1.03% Add +23.4% 45,938 $9.4M
Poehling Capital Management, INC. 2.20% New 45,924 $9.4M
Affiance Financial, LLC 1.91% Reduce -2.6% 45,844 $9.4M
Qsemble Capital Management, LP 0.90% New 45,820 $9.4M
Horst & Graben Wealth Management LLC 1.56% Add +1.6% 45,787 $9.4M
United Bank 3.59% Add +12.0% 45,732 $9.4M
Lebenthal Global Advisors, LLC 1.75% Reduce -2.3% 45,719 $9.4M
Northwest Wealth Management, LLC 1.69% Reduce -3.3% 45,695 $9.4M
Reliant Investment Management, LLC 4.05% Add +3.3% 45,562 $9.3M
Mitchell Sinkler & Starr 4.47% Reduce -53.9% 45,507 $9.3M
Heirloom Wealth Management 2.46% Add +0.2% 45,500 $9.3M
LCM Capital Management Inc 4.85% Reduce -2.9% 45,479 $9.3M
Coppell Advisory Solutions LLC 1.10% Add +13.4% 46,284 $9.3M
Centerpoint Advisors, LLC 3.15% Reduce -0.4% 45,223 $9.3M
Stokes Capital Advisors, LLC 2.27% Reduce -6.1% 45,186 $9.3M
Peoples Financial Services Corp. 4.58% Reduce -5.8% 45,129 $9.3M
Shorepath Capital Management LLC 7.63% Add +1.0% 45,125 $9.3M
Capstone Wealth Management Group LLC 6.73% Reduce -1.4% 45,063 $9.2M
Meritas Wealth Management, LLC 5.08% Reduce -0.3% 45,026 $9.2M
KP Management LLC 3.74% No change 45,000 $9.2M
CoreFirst Bank & Trust 5.21% Reduce -4.6% 44,994 $9.2M
Grey Ledge Advisors, LLC 2.26% Reduce -3.6% 44,966 $9.2M
Glass Wealth Management Co LLC 4.91% Reduce -4.0% 44,959 $9.2M
Nia Impact Advisors, LLC 3.19% Reduce -1.9% 44,916 $9.2M
Hilltop Holdings Inc. 0.59% Reduce -84.2% 44,906 $9.2M
Summit Asset Management, LLC 1.50% Add +0.1% 44,844 $9.2M
Snider Financial Group 2.65% Add +0.9% 44,826 $9.2M
Notis-McConarty Edward 4.48% Reduce -0.5% 44,800 $9.2M
Faithward Advisors, LLC 1.43% Reduce -0.8% 44,765 $9.2M
Pacific Wealth Strategies Group, Inc. 6.04% Add +14.6% 44,200 $9.2M
Security National Bank of So Dak 5.00% Add +0.1% 44,701 $9.2M
Integrated Investment Consultants, LLC 1.80% Reduce -5.4% 44,690 $9.2M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 3.68% Add +45.8% 44,666 $9.2M
Sonata Capital Group Inc. 3.66% Add +0.1% 44,666 $9.2M
Lavaca Capital LLC 3.74% Add +1.8% 44,653 $9.2M
WT Wealth Management 2.71% Add +8.7% 44,563 $9.1M
Sivia Capital Partners, LLC 3.11% Add +2.4% 44,543 $9.1M
Delaney Dennis R 4.69% Add +1.6% 44,539 $9.1M
Trinity Legacy Partners, LLC 2.22% Reduce -0.9% 43,416 $9.1M
Drexel Morgan & Co. 1.61% No change 44,296 $9.1M
Carderock Capital Management Inc. 2.33% Reduce -16.3% 44,256 $9.1M
Nordwand Advisors, LLC 1.42% Add +442.3% 44,236 $9.1M
Opinicus Capital, Inc. 6.89% Add +1.7% 44,198 $9.1M
Thompson Investment Management, Inc. 1.28% Add +1.0% 44,176 $9.1M
Investmark Advisory Group LLC 4.24% Reduce -0.6% 44,143 $9.1M
WestHill Financial Advisors, Inc. 1.92% Reduce -1.2% 44,127 $9.1M
Beacon Financial Group 0.94% Reduce -0.8% 44,024 $9.0M
Next Capital Management LLC 3.34% Add +4.8% 44,014 $9.0M
Centerline Wealth Advisors, LLC 4.43% Reduce -0.1% 44,005 $9.0M
Chou Associates Management Inc. 4.94% No change 44,000 $9.0M
Cascades Capital Asset Management, LLC 4.72% Reduce -5.7% 43,999 $9.0M
Stiles Financial Services Inc 3.11% Add +0.1% 43,875 $9.0M
Cottage Street Advisors LLC 4.68% Reduce -60.3% 43,832 $9.0M
Baker Ellis Asset Management LLC 1.23% Reduce -0.0% 43,757 $9.0M
SGL Investment Advisors, Inc. 4.32% Add +1.7% 42,710 $9.0M
Fox Hill Wealth Management 4.60% Reduce -11.3% 43,661 $9.0M
Cohen Investment Advisors LLC 4.67% Reduce -2.5% 43,623 $9.0M
Goldstream Capital Management Ltd 3.85% Reduce -17.2% 43,587 $8.9M
Eagle Bay Advisors LLC 7.37% Reduce -3.2% 43,476 $8.9M
Pines Wealth Management, LLC 3.15% Add +6.7% 41,744 $8.9M
Valley Brook Capital Group, Inc. 6.67% Reduce -9.5% 43,421 $8.9M
WealthBridge Investment Counsel Inc. 2.89% Reduce -0.2% 43,419 $8.9M
Cetera Trust Company, N.A 5.32% Reduce -2.6% 43,392 $8.9M
Convergence Financial, LLC 1.53% Add +7.9% 43,373 $8.9M
Cairn Investment Group, Inc. 4.63% Reduce -1.5% 43,227 $8.9M
KKM Financial LLC 3.08% Add +9.0% 43,255 $8.9M
Integral Investment Advisors, Inc. 2.53% Add +3.5% 43,214 $8.9M
Fluent Financial, LLC 3.65% Add +1052.1% 43,193 $8.9M
Planning Directions Inc. 4.99% Reduce -1.8% 43,186 $8.9M
Security Financial Services, INC. 1.56% Add +0.4% 43,027 $8.8M
Windle Wealth, LLC 4.31% Add +5.5% 43,016 $8.8M
Brentview Investment Management LLC 4.45% Reduce -9.8% 42,999 $8.8M
Cornerstone Capital, Inc. 0.92% Reduce -0.9% 42,973 $8.8M
Acas, LLC 5.90% Reduce -11.2% 37,756 $8.8M
Wealth Advisors of Tampa Bay, LLC 3.32% Add +0.3% 42,900 $8.8M
Rydar Equities, Inc. 6.95% — 42,889 $8.8M
White Pine Investment CO 2.18% Reduce -1.1% 42,572 $8.7M
Prevail Innovative Wealth Advisors, LLC 1.96% Add +400.0% 42,543 $8.7M
Tranquility Partners, LLC 3.11% Add +0.5% 42,510 $8.7M
Truvestments Capital LLC 1.74% Reduce -9.0% 42,495 $8.7M
Empire Financial Management Company, LLC 2.51% Reduce -2.3% 42,473 $8.7M
BigSur Wealth Management LLC 2.20% Reduce -4.3% 42,397 $8.7M
Advocate Group LLC 1.55% Reduce -0.5% 42,301 $8.7M
Banque de Luxembourg S.A. 4.97% Reduce -0.3% 39,064 $8.7M
Mirabella Financial Services LLP 0.93% Reduce -89.7% 42,097 $8.7M
Norway Savings Bank 4.45% Reduce -2.9% 42,227 $8.7M
Wisconsin Capital Management LLC 4.78% Reduce -1.7% 42,220 $8.7M
RBA Wealth Management, LLC 3.22% Add +1.0% 42,169 $8.7M
Amarillo National Bank 1.60% Add +1.2% 42,080 $8.6M
Headland Capital, LLC 2.61% Add +2.5% 42,046 $8.6M
Oarsman Capital, Inc. 1.35% Add +5.3% 42,016 $8.6M
Pine Haven Investment Counsel, Inc 6.77% Reduce -0.1% 42,000 $8.6M
GP Brinson Investments LLC 3.67% No change 42,000 $8.6M
Genesee Capital Advisors, LLC 3.86% Add +0.3% 41,990 $8.6M
Oder Investment Management, LLC 6.51% Add +0.1% 41,977 $8.6M
Cary Street Partners Investment Advisory LLC 4.16% Add +32.0% 41,880 $8.6M
Banyan Capital Management, Inc. 4.41% Reduce -1.9% 41,835 $8.6M
Spinnaker Investment Group, LLC 2.01% Reduce -7.7% 41,796 $8.6M
Bank of Stockton 2.55% Add +0.6% 41,793 $8.6M
Hilltop National Bank 2.23% — 41,746 $8.6M
Morling Financial Advisors, LLC 2.81% Reduce -11.1% 41,718 $8.6M
Aspire Growth Partners LLC 6.99% Add +9.3% 41,608 $8.5M
Seven Mile Advisory 5.13% Reduce -4.8% 41,585 $8.5M
McBroom & Associates, LLC 4.88% No change 38,375 $8.5M
Hudson Canyon Capital Management 5.30% Reduce -2.1% 41,488 $8.5M
Ayrshire Capital Management LLC 4.08% Add +0.2% 41,397 $8.5M
Altshuler Shaham Ltd 0.27% Reduce -96.2% 41,383 $8.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC 3.08% Reduce -1.9% 40,597 $8.5M
D.B. Root & Company, LLC 2.51% Reduce -1.1% 41,362 $8.5M
Atlas Legacy Advisors, LLC 1.87% Add +18.9% 41,306 $8.5M
Integris Wealth Management, LLC 2.21% Add +1.6% 41,241 $8.5M
SWP Financial LLC 4.64% Add +0.0% 41,210 $8.5M
Joseph P. Lucia & Associates, LLC 3.46% Add +0.9% 41,185 $8.4M
Hall Capital Management Co. Inc. 3.56% Add +2.6% 41,123 $8.4M
Cheviot Value Management, LLC 0.97% Add +3.1% 36,759 $8.4M
First Command Advisory Services, Inc. 0.07% Add +5.3% 41,086 $8.4M
Oxler Private Wealth LLC 2.65% Reduce -0.5% 41,080 $8.4M
Strong Tower Advisory Services 1.66% Add +1.8% 41,000 $8.4M
Alkeme Wealth, LLC 3.73% Reduce -2.6% 40,854 $8.4M
Safeguard Investment Advisory Group, LLC 2.09% Reduce -3.1% 40,829 $8.4M
Ellerson Group Inc. 5.90% Reduce -3.5% 40,812 $8.4M
Omnia Family Wealth, LLC 3.03% Reduce -1.5% 40,810 $8.4M
DT Investment Partners, LLC 0.75% Reduce -2.4% 40,787 $8.4M
Northwest Capital Management Inc 4.53% Reduce -5.2% 40,753 $8.4M
Anb Bank 3.75% Reduce -10.4% 40,750 $8.4M
Northcape Wealth Management, LLC 2.55% Add +2.9% 40,744 $8.4M
Heritage Financial Services, LLC 0.80% Reduce -6.7% 40,720 $8.4M
Advisors Preferred, LLC 1.38% Reduce -7.3% 40,200 $8.4M
Fi3 FINANCIAL ADVISORS, LLC 3.01% Add +1.2% 40,692 $8.3M
Summitry LLC 0.38% Add +1.3% 40,674 $8.3M
Kane Investment Management, Inc. 4.38% Reduce -36.3% 40,644 $8.3M
ORG Partners LLC 1.82% Add +3.7% 40,122 $8.3M
My Legacy Advisors, LLC 2.96% Add +2.4% 39,178 $8.3M
Financial Strategies Group, Inc. 1.73% Add +11.0% 39,375 $8.3M
Sanders Morris Harris LLC 1.99% Reduce -62.8% 40,509 $8.3M
Triton Wealth Management, PLLC 3.54% — 38,869 $8.3M
Rodgers Brothers Inc. 1.05% No change 40,494 $8.3M
Trust Co of Kansas 3.96% Reduce -1.1% 40,399 $8.3M
Keynote Financial Services LLC 5.62% Reduce -0.6% 40,356 $8.3M
Global Trust Asset Management, LLC 4.43% Reduce -2.9% 40,336 $8.3M
SC&H Financial Advisors, Inc. 1.41% Reduce -0.5% 40,335 $8.3M
Milestone Asset Management, LLC 1.75% Add +17.6% 40,328 $8.3M
Kohmann Bosshard Financial Services, LLC 0.92% Reduce -0.3% 40,320 $8.3M
ROI Financial Advisors, LLC 5.25% Reduce -0.9% 40,283 $8.3M
Mattson Financial Services, LLC 2.23% Add +8.4% 40,278 $8.3M
Madison Wealth Partners, Inc 1.80% Add +0.1% 40,245 $8.3M
Meridian Wealth Partners, LLC 1.19% Add +1.8% 40,169 $8.2M
CYBER HORNET ETFs LLC 5.93% Reduce -1.0% 40,146 $8.2M
Entropy Technologies, LP 0.65% New 40,101 $8.2M
Abound Wealth Management 2.32% Add +1.0% 40,024 $8.2M
Register Financial Advisors LLC 3.59% Add +20.6% 40,023 $8.2M
Seven Grand Managers, LLC 0.98% New 40,000 $8.2M
Whitebox Advisors LLC 0.59% Add +100.0% 40,000 $8.2M
Variant Private Wealth, LLC 8.51% Add +1.0% 39,967 $8.2M
Family Legacy, Inc. 2.66% Reduce -0.7% 39,896 $8.2M
East Coast Asset Management, LLC. 2.71% Reduce -0.5% 39,833 $8.2M
Goepper Burkhardt LLC 3.01% Reduce -1.8% 39,829 $8.2M
Fieldview Capital Management, LLC 1.23% New 39,783 $8.2M
Royal Fund Management, LLC 0.87% Reduce -11.1% 39,772 $8.2M
Boxwood Ventures, Inc. 10.56% Add +5.4% 39,767 $8.2M
Berry Wealth Group, LP 5.71% Add +0.9% 39,754 $8.2M
Trilogy Capital Inc. 0.40% Add +1.1% 39,688 $8.1M
Summit Financial Wealth Advisors, LLC 1.46% Add +5.6% 39,687 $8.1M
Artemis Wealth Advisors, LLC 1.24% Add +2.4% 39,684 $8.1M
LifeWealth Investments, LLC 2.95% Add +16.9% 39,529 $8.1M
Johnson Bixby & Associates, LLC 1.11% Add +0.3% 39,511 $8.1M
Aft, Forsyth & Company, Inc. 4.15% Add +0.3% 39,485 $8.1M
Intrepid Financial Planning Group LLC 3.40% Reduce -0.1% 39,472 $8.1M
One Day In July LLC 0.73% Reduce -1.6% 39,407 $8.1M
Ayalon Insurance Comp Ltd. 2.33% No change 39,358 $8.1M
Alan B Lancz & Associates, Inc. 8.08% Reduce -2.5% 39,330 $8.1M
Provenance Wealth Advisors, LLC 1.16% Reduce -12.7% 39,314 $8.1M
SLT Holdings LLC 6.17% Add +2.0% 39,208 $8.0M
Matisse Capital 3.80% Reduce -1.2% 39,181 $8.0M
Liontrust Investment Partners LLP 0.12% Reduce -73.3% 39,170 $8.0M
Asahi Life Asset Management Co., LTD. 4.69% Add +1.2% 39,169 $8.0M
Freedom Day Solutions, LLC 2.39% Reduce -4.8% 39,149 $8.0M
Lynch Asset Management, Inc. 2.83% Add +1.0% 39,125 $8.0M
Lakeshore Financial Planning, Inc. 3.22% Add +1.5% 39,099 $8.0M
Trinity Financial Advisors LLC 2.46% Add +34.8% 39,090 $8.0M
Parkshore Wealth Management, Inc. 3.92% Reduce -0.9% 39,073 $8.0M
Novak & Powell Financial Services, Inc. 5.56% Reduce -0.3% 39,069 $8.0M
Bernardo Wealth Planning LLC 1.74% Reduce -4.5% 39,034 $8.0M
Rahlfs Capital, LLC 7.33% Reduce -17.8% 39,035 $8.0M
W Advisors, LLC 4.59% Add +0.4% 38,994 $8.0M
C2C Wealth Management, LLC 7.24% Reduce -2.5% 38,986 $8.0M
Spirit of America Management Corp. 1.67% Reduce -11.8% 38,982 $8.0M
Lindenwold Advisors, INC 4.15% Add +2.0% 38,958 $8.0M
Blackhawk Capital Partners, LLC 3.68% Add +0.6% 38,926 $8.0M
Strategic Financial Concepts, LLC 1.12% Reduce -25.7% 38,903 $8.0M
Hollow Brook Wealth Management LLC 2.34% Reduce -0.2% 38,900 $8.0M
Bruce & Co., Inc. 2.59% No change 38,900 $8.0M
Madrona Financial Services, LLC 1.91% Add +3.7% 38,885 $8.0M
Goldstone Financial Group, LLC 1.05% Add +25.5% 37,354 $8.0M
William Allan Corp 4.64% Add +1.5% 38,851 $8.0M
Okabena Investment Services Inc. 1.77% Add +29.7% 38,819 $8.0M
Patrick M Sweeney & Associates, Inc. 5.48% Reduce -0.2% 37,273 $8.0M
Palmer Knight Co 3.39% Add +16.6% 38,791 $8.0M
Ranch Capital Advisors Inc. 3.45% Reduce -0.1% 38,775 $8.0M
Legacy Financial Group, Inc. 2.35% Reduce -2.7% 38,750 $8.0M
Transatlantique Private Wealth LLC 2.92% Reduce -1.8% 38,750 $8.0M
Balentine LLC 0.31% Reduce -42.4% 38,733 $7.9M
Ameriflex Group, Inc. 4.18% Reduce -33.5% 39,522 $7.9M
Resurgent Financial Advisors LLC 4.37% Add +2.0% 38,695 $7.9M
Martin & Co. Inc. 1.46% Add +0.3% 38,689 $7.9M
Vance Wealth, LLC 2.67% Add +2.4% 38,648 $7.9M
Cromwell Holdings LLC 4.81% Reduce -6.4% 38,627 $7.9M
Processus Wealth & Capital Management, LLC 6.26% Reduce -2.4% 38,605 $7.9M
Altrafin AG 2.67% Reduce -3.3% 38,536 $7.9M
Aurora Investment Managers, LLC. 4.78% Add +0.0% 38,530 $7.9M
Paul R. Ried Financial Group, LLC 4.77% Reduce -14.4% 38,444 $7.9M
Insight Wealth Strategies, LLC 1.00% Add +2.5% 37,946 $7.9M
Rockbridge Asset Management LLC 4.49% Reduce -0.3% 38,431 $7.9M
Victrix Investment Advisors 3.49% Add +2.9% 38,422 $7.9M
Founders Capital Management 4.72% Reduce -0.3% 38,421 $7.9M
Revere Asset Management, Inc 3.82% Add +2473.9% 38,403 $7.9M
Haven Private, LLC 3.49% Add +215.2% 38,401 $7.9M
D'Orazio & Associates, Inc. 1.11% Reduce -5.1% 38,390 $7.9M
Encompass Wealth Advisors, LLC 2.89% Reduce -2.3% 38,385 $7.9M
Piscataqua Savings Bank 6.57% Add +0.8% 38,328 $7.9M
Nvest Financial, LLC 4.09% Add +10.0% 38,250 $7.8M
Pinnacle West Asset Management, Inc. 5.42% Reduce -0.7% 38,245 $7.8M
Clarus Group, Inc. 2.88% Reduce -1.5% 38,207 $7.8M
Beacon Financial Advisory LLC 2.03% Add +18.9% 38,182 $7.8M
Wealth Quarterback LLC 3.71% Add +1.3% 38,158 $7.8M
Libra Wealth LLC 2.56% Add +56.1% 39,140 $7.8M
McAlister, Sweet & Associates, Inc. 6.94% Add +26.9% 38,127 $7.8M
Pecaut & Co. 2.59% Reduce -3.4% 38,070 $7.8M
Gould Asset Management LLC 1.53% Reduce -2.8% 38,042 $7.8M
tru Independence LLC 2.26% Add +8.7% 38,021 $7.8M
Cambridge Advisors Inc. 1.63% Reduce -6.7% 37,940 $7.8M
Marion Wealth Management 1.95% Add +0.8% 37,939 $7.8M
Gilder Gagnon Howe & Co. LLC 0.08% Reduce -16.4% 37,880 $7.8M
Mason & Associates Inc 1.79% Add +9.9% 37,877 $7.8M
Landing Point Financial Group, LLC 4.90% Add +0.3% 37,871 $7.8M
Innovative Advisory Group, LLC 6.65% Reduce -3.5% 37,809 $7.8M
Merrion Investment Management Co, LLC 5.03% Reduce -20.8% 37,797 $7.8M
Advus Financial Partners, LLC 1.98% Reduce -5.8% 37,781 $7.8M
William Mack & Associates, Inc. 4.92% Add +5.3% 37,772 $7.7M
Mainstream Capital Management LLC 5.63% Reduce -2.9% 37,737 $7.7M
Yarger Wealth Strategies, LLC 4.04% Add +10.2% 37,692 $7.7M
First United Bank & Trust 2.69% Reduce -2.3% 37,653 $7.7M
Legacy Edge Advisors, LLC 1.03% Add +5.8% 37,642 $7.7M
US Asset Management LLC 6.69% Reduce -0.2% 37,628 $7.7M
Bull Street Advisors, LLC 3.71% Reduce -3.5% 37,576 $7.7M
BridgePort Financial Solutions, LLC 2.56% Add +20.5% 37,562 $7.7M
RPg Family Wealth Advisory, LLC 2.05% Reduce -23.2% 37,538 $7.7M
American Trust Investment Advisors, LLC 3.89% Reduce -17.5% 37,535 $7.7M
Game Plan Financial Advisors, LLC 3.37% Reduce -14.0% 37,504 $7.7M
Sunpointe, LLC 3.05% Add +55.6% 37,492 $7.7M
Cowa, LLC 2.93% Add +4.5% 37,433 $7.7M
Orca Investment Management, LLC 6.91% Add +0.4% 37,354 $7.7M
Silvia McColl Wealth Management, LLC 5.57% Reduce -5.6% 37,346 $7.7M
Creekside Partners 3.64% Reduce -2.2% 37,323 $7.7M
Ellenbecker Investment Group 1.24% Add +1.7% 37,312 $7.7M
Evernest Financial Advisors, LLC 2.48% Add +1.1% 37,302 $7.7M
Ritter Daniher Financial Advisory LLC / DE 1.88% Reduce -2.2% 37,295 $7.7M
Patriot Investment Management Group, Inc. 0.53% Reduce -0.7% 37,246 $7.6M
Eagle Strategies LLC 1.16% Add +0.2% 37,188 $7.6M
Cresta Advisors, Ltd. 3.72% Reduce -8.0% 37,182 $7.6M
Patron Partners, LLC 3.78% Reduce -4.7% 37,180 $7.6M
Beacon Investment Advisors LLC 3.29% Add +0.1% 37,909 $7.6M
FPC Investment Advisory, Inc. 4.76% Reduce -9.0% 36,080 $7.6M
MSH Capital Advisors LLC 2.19% Reduce -1.9% 37,112 $7.6M
North Growth Management Ltd. 1.43% No change 37,000 $7.6M
Samalin Investment Counsel, LLC 2.94% Add +0.2% 37,086 $7.6M
Seizert Capital Partners, LLC 0.33% Reduce -3.9% 37,080 $7.6M
Promethos Capital, LLC 2.57% No change 37,070 $7.6M
Ashton Thomas Securities, LLC 1.84% Reduce -5.3% 36,993 $7.6M
Breed's Hill Capital LLC 3.65% Reduce -0.5% 36,960 $7.6M
Woodard & Co. Asset Management Group Inc. 1.39% Reduce -10.3% 36,938 $7.6M
Astoria Portfolio Advisors LLC. 2.13% Reduce -5.0% 35,444 $7.6M
Congress Park Capital LLC 2.48% Reduce -2.4% 36,910 $7.6M
Moran Wealth Management, LLC 0.23% Add +7.8% 36,882 $7.6M
Bcwm, LLC 2.40% Add +20.9% 36,880 $7.6M
Farrow Financial, Inc. 4.59% Reduce -0.9% 36,878 $7.6M
Per Stirling Capital Management, LLC. 0.99% Add +7.1% 36,785 $7.5M
Gateway Wealth Partners, LLC 1.43% Add +3.1% 36,765 $7.5M
Garner Asset Management Corp 3.50% Reduce -7.6% 36,758 $7.5M
Essex Investment Management Co. LLC 1.37% Reduce -2.4% 36,647 $7.5M
Capital Advisors, Ltd. LLC 0.93% Reduce -9.7% 36,619 $7.5M
Next Level Private LLC 2.44% Add +12.3% 36,581 $7.5M
Wealth Preservation Advisors, LLC 4.62% Reduce -0.3% 36,550 $7.5M
Leelyn Smith, LLC 1.23% Add +1.6% 36,498 $7.5M
Ellsworth Advisors, LLC 1.81% Add +2.3% 36,304 $7.4M
Granite Harbor Advisors, Inc. 3.49% Add +6.1% 36,262 $7.4M
Clarion Wealth Managment Partners, LLC 8.14% — 36,233 $7.4M
Strategic Advocates LLC 2.21% Add +4.5% 36,222 $7.4M
Boltwood Capital Management 2.11% Add +6.2% 36,204 $7.4M
Stanley-Laman Group, Ltd. 1.10% Reduce -7.0% 36,191 $7.4M
Harfst & Associates, Inc. 1.53% Reduce -5.5% 36,175 $7.4M
Landmark Wealth Management, Inc. 3.18% Add +0.6% 36,164 $7.4M
Byrne Financial Freedom, LLC 3.70% Add +1.1% 36,121 $7.4M
Alcosta Capital Management, Inc. 4.13% Reduce -0.4% 36,093 $7.4M
Tempus Wealth Planning, LLC 1.84% Reduce -0.7% 36,029 $7.4M
Hager Investment Management Services, LLC 4.41% Reduce -2.0% 36,020 $7.4M
Wayfinding Financial, LLC 3.30% Reduce -3.6% 36,341 $7.4M
Studio Investment Management LLC 1.48% Reduce -1.6% 36,007 $7.4M
Family Firm, Inc. 1.78% Add +0.0% 35,965 $7.4M
Cadent Capital Advisors, LLC 2.41% Add +1.6% 35,949 $7.4M
Investment Partners Asset Management, Inc. 5.13% Reduce -1.1% 35,945 $7.4M
Gratus Wealth Advisors, LLC 1.11% Add +0.3% 35,892 $7.4M
New England Research & Management, Inc. 3.50% Add +4.0% 35,886 $7.4M
McHugh Group, LLC 4.99% No change 35,886 $7.4M
Goodman Advisory Group, LLC 2.50% Reduce -22.8% 35,815 $7.3M
Lantern Wealth Advisors, LLC 4.37% — 35,774 $7.3M
Darden Wealth Group Inc 4.45% Reduce -10.0% 35,748 $7.3M
Tiller Private Wealth, Inc. 2.78% Add +8.7% 35,711 $7.3M
Private Wealth Management Group, LLC 2.43% Reduce -1.2% 35,709 $7.3M
Argent Advisors, Inc. 2.26% Add +9.4% 35,656 $7.3M
Weaver Consulting Group 2.02% Reduce -0.5% 35,636 $7.3M
WFA Asset Management Corp 4.13% Reduce -5.5% 34,708 $7.3M
Cathy Pareto & Associates, Inc. 6.04% Reduce -7.4% 35,614 $7.3M
Altman Advisors, Inc. 2.98% Add +3.1% 35,128 $7.3M
Shoker Investment Counsel, Inc. 2.29% Add +3.9% 35,558 $7.3M
Trueblood Wealth Management, LLC 3.05% Add +0.1% 35,553 $7.3M
Seelaus Asset Management LLC 6.56% Reduce -1.2% 35,553 $7.3M
Hilltop Partners LLC 2.20% Add +5.8% 35,399 $7.3M
Essex LLC 1.43% Add +17.2% 35,383 $7.3M
Lokken Investment Group LLC 2.79% Reduce -1.2% 35,315 $7.2M
Alta Wealth Advisors LLC 3.42% Add +1.4% 35,275 $7.2M
Montz Harcus Wealth Management LLC 3.49% Reduce -0.2% 35,272 $7.2M
Chapman Investment Management, LLC 5.05% Reduce -10.3% 35,260 $7.2M
Pps&v Asset Management Consultants, Inc. 4.56% Add +0.5% 35,213 $7.2M
Retirement Planning Co of New England, Inc. 3.22% Reduce -0.3% 35,209 $7.2M
Colorado Capital Management, Inc. 3.09% Reduce -0.2% 35,193 $7.2M
Towercrest Capital Management 1.29% Reduce -0.3% 35,188 $7.2M
Summit Place Financial Advisors, LLC 3.63% Add +4.0% 35,176 $7.2M
Cantor Fitzgerald Investment Advisors L.P. 0.51% Add +0.2% 35,157 $7.2M
Exchange Capital Management, Inc. 1.08% Add +10.7% 35,149 $7.2M
Alight Capital Management LP 1.82% New 35,000 $7.2M
Brio Consultants, LLC 1.05% Reduce -8.6% 34,993 $7.2M
Paradiem, LLC 1.81% No change 34,976 $7.2M
Howard Wealth Management, LLC 3.62% Reduce -0.9% 34,935 $7.2M
Old Port Advisors 1.95% Reduce -6.0% 34,926 $7.2M
NavPoint Financial, Inc. 4.33% Reduce -6.1% 34,924 $7.2M
Meridian Financial Partners LLC 3.36% Add +0.1% 34,877 $7.2M
Eos Management, L.P. 3.12% No change 34,829 $7.1M
Wilson & Boucher Capital Management, LLC 4.98% Reduce -2.1% 34,790 $7.1M
Noesis Capital Mangement Corp. 1.24% Reduce -1.2% 34,788 $7.1M
Pensionfund Sabic 2.02% Add +1.5% 34,780 $7.1M
Gerber, LLC 5.01% Add +0.3% 34,757 $7.1M
First National Bank of Hutchinson 4.43% Reduce -0.3% 34,702 $7.1M
Stoneridge Investment Partners LLC 5.36% Add +16.6% 34,681 $7.1M
Jacobsen Capital Management 2.62% Add +10.3% 34,647 $7.1M
Planning Center, Inc. 0.79% Reduce -16.5% 34,616 $7.1M
Sky Investment Group LLC 1.28% Reduce -5.9% 34,605 $7.1M
Burton Enright Welch 1.23% Add +7.5% 34,602 $7.1M
NRI Wealth Management LC 4.28% Add +1.5% 34,595 $7.1M
Investment Partners, LTD. 2.69% Add +0.1% 34,586 $7.1M
Portland Global Advisors LLC 0.83% Reduce -7.9% 34,563 $7.1M
Hudock, Inc. 1.14% Reduce -0.4% 34,527 $7.1M
Select Asset Management & Trust 2.42% Add +0.9% 34,447 $7.1M
Asset Advisors Investment Management, LLC 0.70% Reduce -3.0% 34,444 $7.1M
Rovin Capital /Ut/ 2.14% Add +2.1% 34,429 $7.1M
Stamos Capital Partners, L.P. 1.26% Add +137.1% 34,361 $7.0M
CMG Global Holdings, LLC 3.71% Add +10.3% 32,923 $7.0M
Hamilton Capital, LLC 0.39% Reduce -0.8% 34,343 $7.0M
Vigilare Wealth Management 2.64% Reduce -0.6% 34,328 $7.0M
Orser Capital Management, LLC 5.01% Reduce -4.1% 34,243 $7.0M
Castleview Partners, LLC 4.51% Add +65.2% 34,223 $7.0M
PBMares Wealth Management LLC 1.28% Reduce -10.5% 34,165 $7.0M
Portside Wealth Group, LLC 1.04% Reduce -35.2% 34,095 $7.0M
Cora Capital Advisors LLC 3.11% Add +1.0% 34,064 $7.0M
Veracity Capital LLC 2.43% Reduce -2.4% 34,057 $7.0M
Blue Sky Capital Consultants Group, Inc. 3.59% Add +3.7% 34,040 $7.0M
Integrity Financial Corp 3.56% Add +0.8% 34,023 $7.0M
Bulltick Wealth Management, LLC 1.72% Reduce -21.2% 34,021 $7.0M
Transamerica Financial Advisors, LLC 0.66% Reduce -4.5% 34,019 $7.0M
Ewa, LLC 2.20% Add +5.4% 33,999 $7.0M
Kennebec Savings Bank 6.84% Add +1.1% 33,991 $7.0M
Chaney Capital Management, Inc. 2.73% Reduce -4.4% 33,967 $7.0M
Delta Capital Management LLC 3.94% No change 33,914 $7.0M
XTX Topco Ltd 0.29% New 33,848 $6.9M
Annis Gardner Whiting Capital Advisors, LLC 2.40% Add +0.6% 33,814 $6.9M
RiverPark Advisors, LLC 5.47% Add +0.7% 33,813 $6.9M
Twin Focus Capital Partners, LLC 0.97% No change 33,805 $6.9M
Prudent Man Advisors, LLC 2.21% Add +28.7% 33,325 $6.9M
Arnhold LLC 0.63% No change 33,787 $6.9M
Choice Wealth Advisors LLC 3.13% Add +0.2% 33,759 $6.9M
Argyle Capital Partners, LLC 5.71% Reduce -2.1% 33,750 $6.9M
IMA Advisory Services, Inc. 0.74% Add +3.4% 33,701 $6.9M
Skye Global Management LP 0.15% Add +220.0% 33,600 $6.9M
Everpar Advisors LLC 3.13% Add +1.1% 33,597 $6.9M
JBR Co Financial Management Inc 3.40% Add +7.8% 33,589 $6.9M
Mfa Wealth Advisors, LLC 1.62% Reduce -7.0% 33,580 $6.9M
Asset Management Advisors, LLC 4.62% Reduce -1.2% 33,557 $6.9M
Socorro Asset Management LP 2.39% Add +33.7% 33,537 $6.9M
MADDEN SECURITIES Corp 2.34% Add +4.7% 33,435 $6.9M
Godshalk Welsh Capital Management, Inc. 4.22% Reduce -7.2% 33,392 $6.9M
Boyd Watterson Asset Management LLC 2.18% Reduce -10.6% 33,375 $6.8M
PSI Advisors, LLC 3.41% Add +18.1% 33,367 $6.8M
Financial Partners Group, LLC 2.48% Add +22.1% 33,344 $6.8M
Palo Alto Wealth Advisors, LLC 2.59% Add +7.5% 33,319 $6.8M
Spectrum Wealth Advisory Group, LLC 3.18% Reduce -0.6% 33,291 $6.8M
Ceera Investments, LLC 2.09% No change 33,232 $6.8M
Compass Capital Corp. /Ma/ 3.21% Reduce -0.5% 31,496 $6.8M
Gitterman Wealth Management, LLC 1.59% Add +2.7% 33,206 $6.8M
Matauro, LLC 1.28% Reduce -2.1% 33,204 $6.8M
Monument Capital Management 1.77% Reduce -1.4% 33,195 $6.8M
Columbus Macro, LLC 0.83% Add +6.0% 33,156 $6.8M
Nova R Wealth, Inc. 3.16% Reduce -2.8% 33,152 $6.8M
Hixon Zuercher, LLC 2.20% Add +1.0% 33,149 $6.8M
Pacific Center for Financial Services 1.84% Reduce -0.6% 33,145 $6.8M
Norris Financial Group, LLC 2.78% Add +8.9% 33,139 $6.8M
Fruth Investment Management 1.85% Reduce -0.1% 33,141 $6.8M
Oxinas Partners, LLC 3.49% Reduce -8.7% 33,123 $6.8M
Arbor Trust Wealth Advisors, LLC 3.32% Reduce -6.0% 33,055 $6.8M
EULAV Asset Management 0.16% Reduce -35.3% 33,039 $6.8M
BostonPremier Wealth LLC 3.76% Add +19.6% 33,017 $6.8M
Lodestone Wealth Management LLC 3.29% Reduce -1.4% 32,973 $6.8M
Pinnacle Bancorp, Inc. 2.09% Add +1.7% 32,953 $6.8M
Wynn Capital, LLC 3.61% Add +0.5% 32,951 $6.8M
waypoint wealth counsel 3.35% Add +5.2% 32,917 $6.8M
Pacific Sage Partners, LLC 1.34% Add +0.5% 32,894 $6.7M
Piar LLC 7.53% Reduce -0.7% 30,381 $6.7M
LCNB Corp. 2.37% Add +1.7% 32,877 $6.7M
Audent Global Asset Management, LLC 4.80% Reduce -0.7% 32,751 $6.7M
Virtue Capital Management, LLC 1.24% Reduce -47.7% 32,731 $6.7M
Tarbox Family Office, Inc. 1.01% Reduce -0.1% 32,723 $6.7M
Town & Country Bank & Trust CO dba First Bankers Trust CO 2.48% Reduce -0.1% 32,700 $6.7M
Advisory Research Inc. 1.03% Add +16.3% 32,641 $6.7M
Clarus Wealth Advisors 3.10% Reduce -18.1% 31,889 $6.7M
Mayfair Advisory Group, LLC 3.16% Reduce -1.4% 29,197 $6.7M
Acorns Advisers, LLC 0.06% Add +26.6% 32,632 $6.7M
Lantz Financial LLC 1.67% Reduce -0.4% 32,613 $6.7M
Cape Ann Savings Bank 3.99% Reduce -4.1% 32,596 $6.7M
Denver Wealth Management, Inc. 2.76% Reduce -0.6% 32,563 $6.7M
1 North Wealth Services LLC 2.65% Reduce -0.3% 32,550 $6.7M
Aft, Forsyth & Sober, LLC 2.25% Add +0.5% 32,550 $6.7M
NCM Capital Management, LLC 2.74% Add +10.1% 32,526 $6.7M
Long Run Wealth Advisors, LLC 1.40% Add +4.1% 32,517 $6.7M
Prossimo Advisors, LLC 5.35% Add +1.5% 32,484 $6.7M
Fiera Capital Corp 0.02% Add +6.9% 32,459 $6.7M
Fingerlakes Wealth Management, Inc. 4.97% Reduce -2.5% 32,429 $6.7M
American Financial Advisors, LLC 0.93% Reduce -0.4% 32,418 $6.7M
Advance Capital Management, Inc. 0.30% Reduce -5.5% 32,417 $6.7M
Opus Investment Management Inc. 4.42% No change 32,400 $6.6M
Coastwise Capital Group, LLC 5.29% Add +0.3% 32,382 $6.6M
Riverbridge Partners LLC 0.11% Reduce -0.5% 32,375 $6.6M
Fearless Solutions, LLC dba Best Invest 4.63% Reduce -1.7% 32,267 $6.6M
2UniFi Bank 3.76% Add +6.9% 32,258 $6.6M
Legato Capital Management LLC 0.79% Add +0.2% 32,234 $6.6M
CVFG LLC 5.25% Add +0.6% 32,229 $6.6M
Tilia Fiduciary Partners, Inc. 4.03% Reduce -4.0% 32,155 $6.6M
Clark Financial Services Group Inc. 4.05% Reduce -0.7% 32,125 $6.6M
Kelly Financial Group LLC 1.90% Reduce -0.7% 32,072 $6.6M
Acima Private Wealth, LLC 2.24% No change 31,989 $6.6M
Eley Financial Management, Inc 2.52% Reduce -0.1% 31,957 $6.6M
Credit Industriel Et Commercial 1.41% Add +39.9% 31,938 $6.6M
Enclave Advisors LLC 1.06% Reduce -26.4% 31,937 $6.6M
1900 Wealth Management LLC 0.50% Reduce -11.0% 31,933 $6.6M
Smith Shellnut Wilson LLC 2.84% Reduce -0.8% 31,908 $6.5M
Dempze Nancy E 3.77% Add +1.7% 31,880 $6.5M
Vision Financial Markets LLC 6.15% Add +0.3% 31,812 $6.5M
Constitution Capital LLC 3.33% Reduce -17.9% 31,793 $6.5M
Ergawealth Advisors, Inc. 2.93% Add +2.1% 31,778 $6.5M
LifeSteps Financial, Inc. 4.48% Add +1.9% 31,757 $6.5M
EdgeRock Capital LLC 2.06% Add +23.2% 31,765 $6.5M
Pinkerton Wealth, LLC 0.78% Reduce -0.9% 31,744 $6.5M
Charles Schwab Trust Co 0.49% Add +25.4% 31,718 $6.5M
Allred Capital Management, LLC 2.43% Reduce -4.7% 31,646 $6.5M
Legacy Financial Strategies, LLC 1.27% Reduce -0.8% 31,627 $6.5M
CM Wealth Advisors LLC 1.91% Add +4.6% 31,622 $6.5M
Jericho Financial, LLP 4.28% Add +1.0% 31,598 $6.5M
Midwest Financial Group LLC 3.41% Reduce -11.7% 31,596 $6.5M
Signet Investment Advisory Group, Inc. 3.33% Reduce -1.1% 31,569 $6.5M
Townsend Asset Management Corp. /NC/ 2.34% Reduce -11.0% 31,512 $6.5M
Etesian Wealth Advisors, Inc. 2.41% Reduce -0.6% 31,435 $6.4M
Creekmur Asset Management LLC 1.14% Reduce -1.3% 31,375 $6.4M
Asset Planning,Inc 4.85% Reduce -2.5% 31,361 $6.4M
Security National Bank of Sioux City Iowa 4.52% Reduce -0.1% 31,361 $6.4M
TFB Advisors LLC 1.69% Add +6.2% 31,357 $6.4M
Long Road Investment Counsel, LLC 2.40% Reduce -6.3% 31,351 $6.4M
Investment Advisory Group, LLC 1.95% Reduce -1.9% 31,340 $6.4M
Alpha Advisors, LLC 5.51% Reduce -0.1% 31,332 $6.4M
Betterment LLC 0.01% Add +4.5% 31,332 $6.4M
Old North State Wealth Management, LLC 3.35% Add +6.6% 31,244 $6.4M
Davies Financial Advisors, Inc. 4.98% Reduce -6.5% 31,247 $6.4M
Weaver Capital Management LLC 1.58% Add +7.0% 31,225 $6.4M
Baron Wealth Management LLC 2.27% Reduce -2.7% 31,219 $6.4M
Phoenix Wealth Advisors 2.68% Reduce -3.2% 31,195 $6.4M
Pin Oak Investment Advisors Inc. 5.42% Reduce -39.8% 28,806 $6.4M
Encompass More Asset Management 1.50% Add +79.5% 31,178 $6.4M
Commons Capital, LLC 4.87% Reduce -19.7% 31,144 $6.4M
Counterweight Ventures, LLC 4.17% Add +1.9% 31,142 $6.4M
Sensible Money, LLC 2.42% Reduce -2.9% 31,132 $6.4M
ODonnell Financial Services, LLC 2.45% Reduce -7.0% 31,104 $6.4M
Great Waters Wealth Management 0.83% Reduce -0.9% 31,097 $6.4M
Strategic Family Wealth Counselors, L.L.C. 1.81% Add +2.1% 31,039 $6.4M
Byrne Asset Management LLC 4.93% Add +2.2% 31,014 $6.4M
Sather Financial Group Inc 0.37% Reduce -0.8% 30,981 $6.4M
Whelan Financial 2.30% Add +0.3% 30,953 $6.4M
River Street Advisors LLC 2.73% Reduce -0.9% 30,939 $6.3M
AssuredPartners Investment Advisors, LLC 1.55% Reduce -53.0% 30,926 $6.3M
CFC Planning Co LLC 6.12% Add +14.5% 30,895 $6.3M
Lifeworks Advisors, LLC 0.95% Add +6.8% 30,896 $6.3M
One Charles Private Wealth Services, LLC 1.78% Add +1.8% 30,888 $6.3M
Petix & Botte Co 1.55% Add +0.0% 30,854 $6.3M
Barrett & Company, Inc. 2.37% Add +1.0% 30,847 $6.3M
G2 Capital Management, LLC / Oh 1.78% Reduce -0.1% 30,837 $6.3M
Front Street Capital Management, Inc. 1.21% Reduce -2.6% 30,817 $6.3M
Aspire Private Capital, LLC 1.47% Add +2.6% 30,805 $6.3M
Hohimer Wealth Management, LLC 1.13% Add +3.7% 30,776 $6.3M
Kentucky Trust Co 3.62% Add +1.0% 30,736 $6.3M
NorthStar Asset Management LLC 3.33% Add +4.2% 30,735 $6.3M
RW Investment Management LLC 0.70% Add +13.1% 30,723 $6.3M
JNBA Financial Advisors 0.61% Add +0.9% 30,682 $6.3M
Altus Wealth Group LLC 2.78% Add +0.5% 30,660 $6.3M
BOS Asset Management, LLC 2.02% Reduce -0.8% 30,655 $6.3M
New World Advisors LLC 1.34% Add +14.1% 30,605 $6.3M
Abacus Wealth Partners, LLC 0.96% Reduce -4.5% 30,577 $6.3M
Beaton Management Co. Inc. 3.06% Reduce -0.7% 30,527 $6.3M
Horizon Investment Services, LLC 2.74% Reduce -4.1% 30,503 $6.3M
Vectors Research Management, LLC 2.14% Reduce -0.3% 30,480 $6.3M
Quartz Partners, LLC 2.86% Add +2.3% 30,448 $6.2M
Insight Inv LLC 4.18% Reduce -55.8% 30,387 $6.2M
Farrell Financial LLC 4.18% Reduce -4.8% 30,380 $6.2M
Maia Wealth LLC 1.19% Add +9.1% 30,371 $6.2M
Edge Financial Advisors LLC 3.28% Add +10.9% 30,334 $6.2M
Centennial Wealth Advisory LLC 1.98% Add +2.0% 30,289 $6.2M
Shepherd Kaplan Krochuk, LLC 5.41% Add +0.0% 30,323 $6.2M
North Berkeley Wealth Management, LLC 5.71% Add +3.4% 30,319 $6.2M
Elefante Mark B 4.67% Reduce -0.8% 30,309 $6.2M
Triad Wealth Partners, LLC 1.26% Add +20.7% 30,302 $6.2M
Mitchell & Pahl Private Wealth, LLC 2.74% Add +1.9% 30,245 $6.2M
Dodge & Cox 0.00% Add +11.4% 30,244 $6.2M
Ahl Investment Management, Inc. 4.14% Reduce -0.3% 30,202 $6.2M
Five Oceans Advisors 2.64% Reduce -0.6% 30,159 $6.2M
QTR Family Wealth, LLC 3.83% Add +11.8% 30,105 $6.2M
Alliance Wealth Management Group 1.57% Reduce -0.4% 30,089 $6.2M
Altura Wealth Advisors Inc. 3.45% Add +2.4% 30,088 $6.2M
Transcendent Capital Group LLC 3.17% Reduce -27.9% 30,085 $6.2M
Catalina Capital Group, LLC 4.16% Reduce -13.3% 30,075 $6.2M
Anchor Capital Advisors LLC 0.18% Reduce -2.2% 30,054 $6.2M
Ruggaard & Associates LLC 2.48% Add +0.0% 30,051 $6.2M
Kingstone Capital Partners Texas, LLC 4.02% Reduce -16.3% 30,012 $6.2M
Greykasell Wealth Strategies, Inc. 2.95% Reduce -3.3% 30,005 $6.2M
Boit C F David 2.96% No change 30,002 $6.2M
Paloma Partners Management Co 2.65% New 30,000 $6.2M
Gries Financial LLC 1.12% Reduce -5.8% 29,908 $6.1M
Grey Fox Wealth Advisors, LLC 1.46% Add +5.1% 29,840 $6.1M
ELCO Management Co., LLC 3.21% Reduce -2.6% 29,834 $6.1M
Bowman & Co S.C. 2.74% Add +0.5% 29,825 $6.1M
Comprehensive Financial Consultants Institutional, Inc. 2.01% Add +2.5% 29,808 $6.1M
Values Added Financial LLC 2.96% Reduce -14.8% 29,802 $6.1M
Provident Trust Co. 0.11% No change 29,787 $6.1M
Symphony Financial Services, Inc. 3.65% Reduce -6.5% 29,794 $6.1M
Shira Ridge Wealth Management 2.79% Reduce -0.9% 29,751 $6.1M
Vaughan David Investments LLC 0.14% Add +3.8% 29,744 $6.1M
HWG Holdings LP 1.79% Reduce -67.2% 29,739 $6.1M
Fonville Wealth Management LLC 1.54% Add +9.2% 29,734 $6.1M
Comprehensive Financial Planning, Inc. 4.80% Reduce -6.5% 29,731 $6.1M
Seascape Capital Management 1.92% Reduce -1.4% 29,727 $6.1M
Advisor Resource Council 2.99% Reduce -78.9% 29,702 $6.1M
Cortland Associates Inc. 0.71% Add +10.1% 29,647 $6.1M
1858 Wealth Management, LLC 4.48% Reduce -1.5% 29,618 $6.1M
Seeds Investor LLC 1.42% Add +2.8% 29,574 $6.1M
Accel Wealth Management 2.02% Reduce -1.3% 29,531 $6.1M
Cascade Investment Group, Inc. 4.23% Reduce -0.8% 29,524 $6.1M
Heritage Wealth Management, Inc. 4.59% Reduce -2.2% 29,514 $6.1M
Forbes Financial Planning, Inc. 4.09% Add +17.8% 29,478 $6.0M
Archer Investment Corp 1.44% Reduce -1.5% 29,474 $6.0M
FFT Wealth Management LLC 1.19% Reduce -4.8% 27,460 $6.0M
Graphene Investments SAS 3.93% Add +19.0% 29,400 $6.0M
Crew Capital Management, Ltd 4.33% Add +7.2% 29,399 $6.0M
Strategies Wealth Advisors, LLC 0.66% Reduce -5.8% 29,395 $6.0M
Pettee Investors, Inc. 3.60% Reduce -2.5% 29,367 $6.0M
Evelyn Partners Investment Management (Europe) Ltd 2.16% Reduce -5.5% 29,344 $6.0M
Hudson Capital Management LLC 1.76% Add +1.0% 29,339 $6.0M
Steel Grove Capital Advisors, LLC 0.71% Add +16.9% 29,287 $6.0M
Allstate Corp. 0.43% Reduce -94.3% 29,285 $6.0M
TPG Financial Advisors, LLC 2.40% Reduce -0.3% 29,263 $6.0M
Blueprint Investment Partners LLC 1.06% Reduce -51.8% 29,239 $6.0M
White Lighthouse Investment Management Inc. 0.97% Reduce -1.1% 29,218 $6.0M
Chesapeake Asset Management LLC 5.45% Reduce -1.3% 29,203 $6.0M
Morey & Quinn Wealth Partners, LLC 4.79% Reduce -3.8% 29,193 $6.0M
Schear Investment Advisers, LLC 2.96% Reduce -7.1% 29,170 $6.0M
Alesco Advisors, LLC, An ESL Co 0.17% Reduce -2.5% 29,160 $6.0M
Cornerstone Planning Group LLC 1.22% Reduce -0.5% 29,472 $6.0M
WD Rutherford LLC 2.75% Reduce -6.7% 29,148 $6.0M
Financial Gravity Companies, Inc. 1.17% — 29,122 $6.0M
Elevation Wealth Partners, LLC 2.36% Reduce -1.7% 29,121 $6.0M
LWM Advisory Services, LLC 4.12% Reduce -1.9% 29,114 $6.0M
First County Bank 3.22% Reduce -4.5% 29,103 $6.0M
Founders Grove Wealth Partners, LLC 1.50% Add +6.4% 29,071 $6.0M
InvesTrust 2.30% Reduce -32.1% 29,056 $6.0M
Austin Wealth Management, LLC 1.06% Reduce -0.8% 28,657 $5.9M
Cypress Capital, LLC 1.73% Reduce -5.0% 28,971 $5.9M
Windsor Capital Management, LLC 1.73% Reduce -1.5% 28,945 $5.9M
Fortitude Advisory Group L.L.C. 3.39% Reduce -2.2% 28,945 $5.9M
Correct Capital Wealth Management 1.16% Reduce -8.4% 28,944 $5.9M
Great Diamond Partners, LLC 1.25% Add +17.7% 28,904 $5.9M
Three Bridge Wealth Advisors, LLC 1.56% Add +136.7% 28,900 $5.9M
Sachetta, LLC 2.34% Reduce -2.0% 28,889 $5.9M
Home Federal Bank of Tennessee 1.68% Add +1.7% 28,836 $5.9M
Syntax Research, Inc. 4.20% Reduce -0.3% 28,808 $5.9M
Point Windward Advisors Inc. 2.69% Reduce -26.0% 28,802 $5.9M
Barton Investment Management 0.61% Reduce -1.4% 28,784 $5.9M
MGB Wealth Management, LLC 1.95% Reduce -8.2% 28,868 $5.9M
Landaas & Co. /Wi 1.41% Reduce -0.3% 28,771 $5.9M
Hartford Funds Management Co LLC 0.51% Reduce -0.9% 28,740 $5.9M
Helium Advisors LLC 3.73% Reduce -3.0% 28,733 $5.9M
Auxier Asset Management LLC 0.87% Reduce -2.7% 28,719 $5.9M
North Dallas Bank & Trust Co. 4.46% — 28,697 $5.9M
Orrstown Financial Services Inc. 1.24% Add +11.8% 28,677 $5.9M
Palacios Wealth Management, LLC 4.83% Add +127.5% 28,646 $5.9M
Total Investment Management Inc. 0.85% Reduce -1.4% 28,643 $5.9M
Deltec Asset Management LLC 1.05% Reduce -0.2% 28,630 $5.9M
WMG Financial Advisors, LLC 2.17% Add +1.7% 28,613 $5.9M
W.H. Cornerstone Investments Inc. 3.72% Add +0.2% 28,596 $5.9M
Avantra Family Wealth, Inc. 4.84% Add +4.3% 28,553 $5.9M
Curran Financial Partners, LLC 1.29% Add +7.2% 28,525 $5.9M
West Oak Capital, LLC 2.94% Add +2.0% 28,502 $5.8M
Leslie Global Wealth, LLC 3.12% Add +9.3% 28,501 $5.8M
Ascent Capital Management, LLC 5.19% Add +0.2% 28,489 $5.8M
Plotkin Financial Advisors, LLC 3.22% Reduce -0.4% 28,466 $5.8M
Aurora Private Wealth, Inc. 4.32% Reduce -6.4% 28,466 $5.8M
Ascentis Wealth Management, LLC 1.60% Add +14.0% 28,091 $5.8M
Widmann Financial Services, Inc. 4.07% Add +4.8% 28,436 $5.8M
Black Diamond Financial, LLC 0.91% Reduce -6.9% 28,424 $5.8M
Blue Bell Private Wealth Management, LLC 0.97% Add +44.7% 28,416 $5.8M
StrongBox Wealth, LLC 2.21% Reduce -4.8% 28,338 $5.8M
Rf&l Wealth Management, LLC 3.74% No change 28,289 $5.8M
PCA Investment Advisory Services Inc. 2.44% Add +3.0% 28,269 $5.8M
Summit Wealth & Retirement Planning, Inc. 1.56% Add +0.3% 28,264 $5.8M
MOKAN Wealth Management Inc. 3.24% Add +2.5% 28,210 $5.8M
Bigelow Investment Advisors, LLC 2.55% Add +10.8% 31,695 $5.8M
Hourglass Capital, LLC 1.43% Reduce -18.6% 28,194 $5.8M
Bell Investment Advisors, Inc 0.99% Add +1.0% 28,192 $5.8M
Carmignac Gestion 0.09% Add +91.6% 28,190 $5.8M
Hengehold Capital Management LLC 0.53% Add +1.2% 28,162 $5.8M
Figure 8 Investment Strategies LLC 5.64% Reduce -3.1% 28,144 $5.8M
Balefire, LLC 1.26% Add +72.2% 28,126 $5.8M
Pine Ridge Advisers LLC 0.37% No change 28,115 $5.8M
Crown Wealth Group, LLC 2.17% Reduce -1.7% 28,100 $5.8M
Lion Street Advisors, LLC 1.75% Add +0.4% 28,078 $5.8M
Center for Financial Planning, Inc. 0.66% Add +1.5% 28,070 $5.8M
Benchmark Financial Wealth Advisors, LLC 1.90% Reduce -1.6% 28,060 $5.8M
Partners Wealth Management, LLC 6.54% No change 25,757 $5.7M
First Affirmative Financial Network 2.95% Add +6.6% 27,986 $5.7M
Cambridge Financial Group, Inc. 2.89% Reduce -22.4% 27,934 $5.7M
Rothschild Wealth LLC 1.40% Add +2.0% 27,905 $5.7M
Beam Wealth Advisors, Inc. 1.71% Reduce -1.4% 27,903 $5.7M
Sentinel Pension Advisors, LLC 0.96% Reduce -0.4% 27,805 $5.7M
KFG Wealth Management, LLC 0.92% Add +32.9% 27,774 $5.7M
Westshore Wealth, LLC 2.19% Add +0.1% 27,758 $5.7M
Burt Wealth Advisors 1.30% Reduce -0.7% 27,705 $5.7M
Factor Wealth Management LTD 1.55% Reduce -1.0% 27,633 $5.7M
SFI Advisors, LLC 3.92% Reduce -0.4% 27,617 $5.7M
Bank of Marin 4.27% Reduce -1.1% 27,535 $5.6M
Fortem Financial Group, LLC 1.82% Add +0.9% 27,518 $5.6M
Rockbridge Investment Management, LCC 0.60% Add +1.8% 27,507 $5.6M
Ramirez Asset Management, Inc. 0.85% Reduce -1.1% 27,501 $5.6M
Retirement Capital Strategies 2.24% Reduce -1.8% 27,500 $5.6M
Forefront Wealth Management Inc. 4.52% Reduce -12.1% 27,464 $5.6M
Taylor & Morgan Wealth Management, LLC 3.79% Reduce -1.2% 27,402 $5.6M
Grant Private Wealth Management Inc 3.17% Add +53.2% 27,265 $5.6M
Quaker Wealth Management, LLC 1.87% — 27,264 $5.6M
Tactive Advisors, LLC 1.81% — 27,362 $5.6M
REAP Financial Group, LLC 1.31% Reduce -38.1% 27,260 $5.6M
Schneider Downs Wealth Management Advisors, LP 0.84% Reduce -6.0% 27,242 $5.6M
Headinvest, LLC 1.19% Reduce -23.8% 27,211 $5.6M
New Republic Capital, LLC 1.98% Reduce -7.5% 27,206 $5.6M
Saranac Partners Ltd 2.99% Add +1.7% 27,195 $5.6M
Ameliora Wealth Management Ltd. 1.99% Reduce -12.0% 27,169 $5.6M
Nautilus Advisors LLC 4.08% Add +0.9% 27,123 $5.6M
Second Line Capital, LLC 1.29% Add +7.5% 27,099 $5.6M
Kessler Investment Group, LLC 2.28% Reduce -50.0% 27,082 $5.6M
RFG - Bristol Wealth Advisors, LLC 1.72% Reduce -5.6% 27,076 $5.6M
CWC Advisors, LLC. 2.87% Reduce -3.5% 27,044 $5.5M
Bey-Douglas LLC 3.32% Add +33.4% 27,037 $5.5M
Lakeridge Wealth Management LLC 2.55% Reduce -5.0% 27,018 $5.5M
Wagner Wealth Management, LLC 1.26% Add +4.8% 26,944 $5.5M
Kingsman Wealth Management, Inc. 3.44% Reduce -36.6% 26,902 $5.5M
Hoxton Planning & Management, LLC 1.90% Reduce -2.4% 26,854 $5.5M
Exchange Bank 4.35% Reduce -2.8% 26,811 $5.5M
Evergreen Private Wealth LLC 2.30% Add +4.8% 26,797 $5.5M
Act Wealth Management, LLC 2.32% Add +2.3% 26,785 $5.5M
Total Clarity Wealth Management, Inc. 1.57% Reduce -3.4% 26,777 $5.5M
Park Square Financial Group, LLC 3.98% Reduce -5.2% 26,773 $5.5M
MWA Asset Management 3.36% Add +0.8% 26,771 $5.5M
M. Kraus & Co 1.61% Reduce -0.1% 26,763 $5.5M
Magnolia Capital Management Ltd. 4.38% No change 26,726 $5.5M
WINTON GROUP Ltd 0.28% Add +86.9% 26,712 $5.5M
Sage Advisors, LLC 3.91% Reduce -40.8% 26,697 $5.5M
Worth Financial Advisory Group, LLC 3.36% Add +4.2% 26,692 $5.5M
Kampmann Melissa S. 4.11% Reduce -3.4% 26,680 $5.5M
Check Capital Management Inc. 0.36% Add +0.1% 26,675 $5.5M
Vickerman Investment Advisors, Inc. 1.18% Add +3.9% 26,669 $5.5M
Colton Groome Financial Advisors, LLC 1.85% Add +1.8% 26,654 $5.5M
Adamsbrown Wealth Consultants LLC 1.58% Add +0.3% 26,501 $5.4M
First Bancorp, Inc 3.12% Reduce -4.4% 26,501 $5.4M
Affinity Wealth Management LLC 0.87% Reduce -0.2% 26,469 $5.4M
Mayport, LLC 1.30% Add +4.0% 26,460 $5.4M
Joseph Group Capital Management 1.82% Add +17.3% 26,403 $5.4M
Occudo Quantitative Strategies LP 0.61% New 26,375 $5.4M
Canton Hathaway, LLC 1.10% Reduce -4.0% 26,346 $5.4M
Richardson Financial Services Inc. 3.63% Reduce -2.3% 25,987 $5.4M
Dunhill Financial, LLC 1.56% Reduce -2.6% 26,310 $5.4M
Belvedere Trading LLC 0.43% Reduce -71.3% 26,310 $5.4M
Selective Wealth Management, Inc. 1.97% Reduce -10.6% 25,565 $5.4M
Greater Midwest Financial Group, LLC 4.12% Reduce -45.2% 26,306 $5.4M
Swisher Financial Concepts, Inc. 3.48% New 26,294 $5.4M
Tennessee Valley Asset Management Partners 1.37% Add +3.8% 26,241 $5.4M
Bank Hapoalim BM 0.77% Reduce -8.3% 26,176 $5.4M
Vega Investment Solutions 1.26% Reduce -25.2% 26,169 $5.4M
Prostatis Group LLC 1.54% Add +1.4% 26,153 $5.4M
Butensky & Cohen Financial Security, Inc. 1.59% Add +1.6% 26,087 $5.4M
Financial Life Planners 4.35% Reduce -13.0% 26,071 $5.3M
Raelipskie Partnership 2.45% Add +5.8% 26,048 $5.3M
ShoreHaven Wealth Partners, LLC 2.19% Reduce -0.5% 26,029 $5.3M
Elser Financial Planning, Inc 6.66% Add +0.3% 26,015 $5.3M
Chapman Financial Group, LLC 4.53% — 26,014 $5.3M
Olstein Capital Management, L.P. 1.00% Add +13.0% 26,000 $5.3M
Park Capital Management, LLC / WI 4.94% Reduce -0.0% 25,990 $5.3M
Lynx Investment Advisory 3.47% Reduce -2.5% 25,931 $5.3M
Runnymede Capital Advisors, Inc. 4.90% Reduce -7.1% 25,928 $5.3M
WPWealth LLP 0.96% Add +1.4% 25,924 $5.3M
Liberty One Investment Management, LLC 0.54% Add +6.2% 25,915 $5.3M
OmniStar Financial Group, Inc. 3.98% Add +14.5% 25,909 $5.3M
Ullmann Wealth Partners Group, LLC 0.63% Add +0.9% 25,904 $5.3M
Firethorn Wealth Partners, LLC 2.30% Reduce -2.7% 25,894 $5.3M
FWL Investment Management, LLC 1.63% Reduce -13.8% 25,889 $5.3M
Mendel Capital Management LLC 3.03% Reduce -1.8% 25,876 $5.3M
Bradyco, Inc. 3.89% No change 26,789 $5.3M
Certus Wealth Management, LLC 3.41% No change 25,813 $5.3M
ICW Investment Advisors LLC 2.09% Add +2.2% 25,778 $5.3M
Park Place Capital Corp 1.20% Add +11.0% 25,440 $5.3M
Madison Park Capital Advisors, LLC 4.44% Reduce -0.2% 25,732 $5.3M
Parkside Advisors LLC 1.16% Reduce -2.9% 25,729 $5.3M
Delos Wealth Advisors, LLC 4.11% Reduce -4.8% 25,686 $5.3M
Cinctive Capital Management LP 0.29% New 25,683 $5.3M
Tectonic Advisors LLC 0.31% Reduce -17.5% 25,610 $5.3M
American State Bank (Iowa) 2.91% Reduce -0.9% 25,585 $5.2M
Beaird Harris Wealth Management, LLC 0.41% Add +2.4% 25,558 $5.2M
Financial Connections Group, Inc. 2.16% Add +1.1% 25,548 $5.2M
U S Wealth Group, Llc. 4.08% Reduce -5.2% 25,507 $5.2M
Regency Capital Management Inc.\DE 2.74% Reduce -9.5% 25,495 $5.2M
Sentry LLC 1.04% Reduce -0.4% 25,487 $5.2M
Carter Financial Group, INC. 3.42% — 25,456 $5.2M
Paragon Financial Partners, Inc. 3.56% Add +0.0% 25,430 $5.2M
Advisory Resource Group 1.00% Add +2.3% 25,425 $5.2M
Clarity Capital Partners LLC 1.87% Reduce -3.8% 25,418 $5.2M
Talon Private Wealth, LLC 0.72% Reduce -57.9% 25,405 $5.2M
Warm Springs Advisors Inc. 4.47% Reduce -3.3% 25,387 $5.2M
Court Place Advisors, LLC 1.64% Add +0.6% 25,386 $5.2M
Sunbeam Capital Management, LLC 3.95% Add +23.2% 25,383 $5.2M
Financial Advisors, LLC 0.97% Reduce -3.6% 25,346 $5.2M
Spahn Wealth & Retirement LLC 3.34% Reduce -0.2% 25,331 $5.2M
Birch Financial Group, LLC 4.14% Add +5.0% 25,256 $5.2M
Traub Capital Management LLC 4.79% — 25,247 $5.2M
Doliver Advisors, LP 1.42% Reduce -2.1% 25,240 $5.2M
PrairieView Partners, LLC 0.50% Reduce -3.4% 25,240 $5.2M
Legacy Capital Wealth Partners, LLC 1.18% Add +2.9% 25,204 $5.2M
Invera Wealth Advisors, LLC 3.37% Reduce -2.1% 25,199 $5.2M
Marshall & Sullivan Inc. 2.48% Reduce -13.6% 25,185 $5.2M
MeadowBrook Investment Advisors LLC 4.69% Reduce -0.9% 25,177 $5.2M
Pure Portfolios Holdings LLC 1.75% Reduce -2.7% 25,165 $5.2M
Cranbrook Wealth Management, LLC 1.10% Add +0.4% 25,148 $5.2M
Wealthedge Investment Advisors, LLC 2.16% Reduce -13.9% 25,141 $5.2M
Center For Asset Management LLC 3.18% Reduce -2.1% 20,453 $5.2M
Allium Financial Advisors, LLC 4.48% Reduce -3.1% 25,081 $5.1M
Demars Financial Group, LLC 1.97% Reduce -41.6% 25,002 $5.1M
Auto-Owners Insurance Co 0.11% No change 25,000 $5.1M
McRae Capital Management Inc. 1.05% Reduce -0.2% 24,994 $5.1M
BCS Wealth Management 1.10% Add +44.5% 24,987 $5.1M
Pinnacle Family Advisors, LLC 2.49% Reduce -4.0% 25,122 $5.1M
Rossby Financial, LCC 1.93% Add +2.9% 24,958 $5.1M
Warther Private Wealth, LLC 1.34% Reduce -28.2% 24,952 $5.1M
Hidden Cove Wealth Management, LLC 3.70% Reduce -3.7% 24,925 $5.1M
Unio Capital LLC 1.50% Reduce -0.4% 24,904 $5.1M
Triangle Securities Wealth Management 1.26% Reduce -19.9% 24,901 $5.1M
Parvin Asset Management, LLC 5.24% Add +1.4% 24,869 $5.1M
Headlands Technologies LLC 0.61% New 24,865 $5.1M
Pacific Capital Wealth Advisors, Inc. 0.93% Reduce -36.5% 24,264 $5.1M
Warwick Investment Management, Inc. 0.99% Reduce -3.9% 24,808 $5.1M
Gibbs Wealth Management 0.98% Reduce -25.4% 24,802 $5.1M
Diversified Portfolios, Inc. 0.49% Add +3.5% 24,794 $5.1M
Cutler Investment Counsel LLC 0.57% Add +3.6% 24,788 $5.1M
Trustco Bank Corp. N Y 4.97% Reduce -0.0% 24,733 $5.1M
South Plains Financial, Inc. 3.57% Add +6.3% 24,723 $5.1M
Guinness Atkinson Asset Management Inc 2.66% Reduce -7.3% 24,696 $5.1M
Aldebaran Financial Inc. 5.61% Add +2.0% 24,692 $5.1M
Kwmg, LLC 0.48% Reduce -1.4% 24,682 $5.1M
Cahaba Wealth Management, Inc. 0.39% Reduce -9.7% 24,620 $5.1M
Mountain Capital Investment Advisors Inc. 0.97% Reduce -0.0% 24,288 $5.0M
Benson Investment Management Company, Inc. 1.92% Reduce -48.8% 24,599 $5.0M
Addison Capital Co 1.75% Add +4.1% 24,596 $5.0M
Peregrine Asset Advisers, Inc. 1.57% Reduce -2.3% 25,138 $5.0M
Tableaux LLC 2.89% Reduce -0.3% 24,535 $5.0M
Eldridge Investment Advisors, Inc. 1.05% Add +4.0% 24,528 $5.0M
Bridgewealth Advisory Group, LLC 1.28% Add +371.1% 24,521 $5.0M
Monetta Financial Services Inc. 3.65% No change 24,500 $5.0M
LVZ, Inc. 0.60% Reduce -2.5% 24,492 $5.0M
YANKCOM Partnership 2.45% Add +3.4% 24,406 $5.0M
Secured Retirement Advisors, LLC 2.98% Add +3.4% 24,359 $5.0M
Cooper/Haims Advisors, LLC 2.46% Add +7.0% 24,350 $5.0M
Koss-Olinger Consulting, LLC 0.41% Reduce -2.1% 24,320 $5.0M
Baker Tilly Wealth Management, LLC 1.78% Reduce -5.1% 24,310 $5.0M
Morangie Management LLC 4.32% Add +11.0% 24,276 $5.0M
44 Wealth Management LLC 1.76% Reduce -0.4% 24,270 $5.0M
Archvest Wealth Advisors, Inc. 4.33% Reduce -2.5% 24,230 $5.0M
Lionshead Wealth Management, LLC 4.58% Reduce -4.7% 24,202 $5.0M
BlackDiamond Wealth Management, LLC 2.87% Add +1.9% 23,889 $5.0M
DDFG, Inc 1.25% Add +0.2% 24,170 $5.0M
Pathway Financial Advisers, LLC 1.61% Add +1.5% 24,130 $5.0M
Generation Capital Management LLC 3.92% Reduce -0.4% 24,130 $5.0M
Capital & Planning, LLC 3.36% Add +5.4% 24,106 $4.9M
Topsail Wealth Management, LLC 0.90% Reduce -2.4% 24,102 $4.9M
Pinney & Scofield, Inc. 3.34% Add +3.3% 24,057 $4.9M
Waller Financial Planning Group, Inc. 1.19% Reduce -0.4% 24,056 $4.9M
InTrack Investment Management Inc 3.31% Add +11.4% 24,052 $4.9M
Karani Asset Management LLC 4.78% Reduce -6.1% 24,042 $4.9M
Dohj, LLC 1.43% Add +1.9% 24,075 $4.9M
Creative Capital Management Investments LLC 1.76% Reduce -3.8% 23,976 $4.9M
Schrum Private Wealth Management LLC 3.94% Reduce -1.4% 23,950 $4.9M
Spreng Capital Management, Inc. 2.09% Reduce -4.0% 23,946 $4.9M
MRWM Advisors, LLC 3.07% Reduce -0.4% 23,934 $4.9M
Corundum Group, Inc. 2.17% Reduce -0.2% 23,925 $4.9M
Eight 31 Financial, LLC 3.24% Reduce -3.3% 23,924 $4.9M
North Capital, Inc. 4.23% Add +55.5% 23,917 $4.9M
BCS Private Wealth Management, Inc. 1.85% — 23,911 $4.9M
Echo Wealth Management, LLC 3.00% Reduce -18.7% 23,897 $4.9M
Davis Investment Partners, LLC 1.75% Add +8.2% 23,555 $4.9M
E&G Advisors, LLC 1.27% Reduce -5.4% 23,859 $4.9M
Northstar Advisory Group, LLC 2.39% Reduce -17.9% 23,834 $4.9M
Kintra Wealth, LLC 2.94% Add +7.4% 23,819 $4.9M
Sycomore Asset Management 0.76% No change 21,479 $4.9M
Payden & Rygel 0.40% Reduce -60.7% 23,800 $4.9M
Verum Partners LLC 1.13% Reduce -4.0% 23,795 $4.9M
Austin Asset Management Co Inc 0.99% Reduce -5.0% 23,794 $4.9M
Detalus Advisors, LLC 1.41% Reduce -0.7% 23,759 $4.9M
Hofer & Associates. Inc 3.04% Add +0.3% 23,749 $4.9M
Alpine Bank Wealth Management 0.74% Add +0.5% 23,739 $4.9M
Wilkins Investment Counsel Inc. 0.69% Reduce -1.7% 23,733 $4.9M
Safe Harbor Fiduciary, LLC 4.57% Add +10.8% 23,733 $4.9M
Blue Square Asset Management, LLC 2.28% Add +3.9% 23,726 $4.9M
Vista Cima Wealth Management LLC 4.55% Add +4.0% 23,709 $4.9M
Addison Advisors LLC 1.21% Reduce -4.0% 23,685 $4.9M
HRC Wealth Management, LLC 2.59% Add +1.1% 23,670 $4.9M
Collaborative Wealth Managment Inc. 2.11% Reduce -0.3% 23,611 $4.8M
Cannon Advisors, Inc. 3.90% Reduce -2.2% 23,597 $4.8M
Fairscale Capital, LLC 3.52% Add +5.7% 23,320 $4.8M
Annandale Capital, LLC 0.89% Add +0.0% 23,592 $4.8M
Castle Wealth Management LLC 1.76% Reduce -6.0% 23,580 $4.8M
Compass Ion Advisors, LLC 0.52% Reduce -11.8% 23,549 $4.8M
BankPlus Wealth Management LLC 3.20% Reduce -1.3% 23,523 $4.8M
BHK Investment Advisors, LLC 1.89% Add +0.3% 23,522 $4.8M
Red Wave Investments LLC 1.59% Reduce -0.1% 23,517 $4.8M
AGH Wealth Advisors, LLC 3.97% Reduce -3.8% 23,468 $4.8M
Wiser Advisor Group LLC 8.36% Reduce -7.7% 23,467 $4.8M
Tevis Investment Management 3.08% Reduce -7.5% 23,462 $4.8M
Challenger Wealth Management 3.33% Add +4.6% 23,405 $4.8M
Berkshire Money Management, Inc. 0.50% Add +0.5% 23,374 $4.8M
Ogorek Anthony Joseph /NY/ 1.48% Reduce -3.9% 23,359 $4.8M
Robbins Farley 2.23% Add +2.2% 23,344 $4.8M
McGlone Suttner Wealth Management, Inc. 0.72% Add +0.6% 23,341 $4.8M
Traveka Wealth, LLC 2.54% Reduce -4.3% 23,328 $4.8M
Seldon Capital LP 2.07% No change 23,268 $4.8M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.34% Reduce -59.1% 23,215 $4.8M
Outlook Wealth Advisors, LLC 1.22% Add +0.3% 23,195 $4.8M
Murphy, Middleton, Hinkle & Parker, Inc. 2.66% No change 21,413 $4.8M
Salvus Wealth Management, LLC 2.78% Reduce -5.9% 23,172 $4.8M
Up Strategic Wealth Investment Advisors LLC 3.70% Reduce -4.4% 23,133 $4.7M
Marest Capital, LLC 3.69% Add +0.6% 23,125 $4.7M
May Hill Capital, LLC 1.56% Add +13.5% 23,063 $4.7M
Mascoma Wealth Management LLC 1.10% Add +9.5% 23,054 $4.7M
Claris Financial LLC 3.55% Reduce -36.5% 22,990 $4.7M
American Capital Advisory, LLC 2.36% Reduce -3.1% 22,974 $4.7M
Guerra Advisors Inc 2.23% Add +21.4% 22,948 $4.7M
IAM Advisory, LLC 1.13% Add +0.3% 22,934 $4.7M
Riverbend Wealth Management, LLC 3.56% Add +5.4% 22,910 $4.7M
Luts & Greenleigh Group, Inc. 4.50% Reduce -1.5% 22,872 $4.7M
Morse Asset Management, Inc 1.04% Reduce -43.1% 22,852 $4.7M
Northstar Financial Companies, Inc. 4.87% Reduce -3.4% 22,845 $4.7M
Banco de Sabadell, S.A 3.24% Add +0.5% 22,850 $4.7M
Uptick Partners, LLC 1.34% Add +43.7% 22,794 $4.7M
PFW Advisors LLC 1.44% Reduce -8.5% 22,792 $4.7M
Precedent Wealth Partners, LLC 1.14% Add +4.8% 22,779 $4.7M
Sunburst Financial Group, LLC 1.05% Reduce -0.3% 22,759 $4.7M
Fuller & Thaler Asset Management, Inc. 0.02% No change 22,741 $4.7M
LMR Partners LLP 0.11% Add +216.2% 22,712 $4.7M
Walker Asset Management, LLC 2.68% Reduce -0.1% 22,663 $4.6M
WESCAP Management Group, Inc. 1.06% Reduce -64.4% 22,640 $4.6M
Brown Financial Advisors 1.81% Add +2.0% 22,630 $4.6M
Aberdeen Wealth Management LLC 3.09% Add +0.0% 22,627 $4.6M
Financial Advisory Partners, LLC 1.46% Reduce -1.7% 22,619 $4.6M
American Institute for Advanced Investment Management, LLP 3.27% Reduce -0.2% 22,562 $4.6M
TPG Advisors LLC 3.35% Reduce -1.4% 22,548 $4.6M
Strata Wealth Advisors, LLC 1.27% Add +24.9% 22,535 $4.6M
Beck Capital Management, LLC 1.15% Reduce -30.5% 22,533 $4.6M
Rinkey Investments 1.39% Add +14.1% 22,523 $4.6M
Finivi Inc. 3.13% Add +1.2% 22,521 $4.6M
Pointe Capital Management LLC 2.39% Add +43.4% 22,475 $4.6M
Dividend Assets Capital, LLC 0.84% Reduce -0.0% 22,438 $4.6M
Capital Planning LLC 1.45% Reduce -14.6% 22,430 $4.6M
Synergy Financial Group, LTD 3.38% Add +5.6% 22,393 $4.6M
Petros Family Wealth, LLC 4.20% Reduce -1.0% 22,388 $4.6M
First National Bank Sioux Falls 1.68% Reduce -8.7% 22,357 $4.6M
Camarda Financial Advisors, LLC 1.80% Reduce -0.7% 22,338 $4.6M
Primoris Wealth Advisors, LLC 3.13% Add +0.9% 22,323 $4.6M
Wedge Capital Management L L P 0.08% Reduce -92.0% 22,286 $4.6M
Retirement Guys Formula LLC 1.74% Add +2.5% 22,285 $4.6M
Horan Securities, Inc. 1.61% Add +1.5% 22,278 $4.6M
Wincap Financial LLC 3.67% Add +1.1% 22,250 $4.6M
Well Done, LLC 0.86% Reduce -11.8% 22,228 $4.6M
Elmwood Wealth Management, Inc. 1.80% Reduce -6.4% 22,174 $4.5M
Westbourne Investments, Inc. 2.42% Reduce -24.5% 22,126 $4.5M
RS Crum Inc. 1.09% Reduce -3.1% 22,118 $4.5M
Frederick Financial Consultants, LLC 2.82% Reduce -1.6% 22,111 $4.5M
Phillips Financial Management, LLC 0.33% Add +1.1% 22,095 $4.5M
Reliant Investment Partners, LLC 3.95% Reduce -4.4% 22,089 $4.5M
Bolthouse Investments, LLC 4.49% Reduce -0.5% 22,082 $4.5M
Private Client Services, LLC 1.76% Add +59.9% 22,080 $4.5M
Aspen Capital Management, LLC 1.27% Add +0.6% 22,025 $4.5M
McElhenny Sheffield Capital Management, LLC 1.20% Add +4.9% 22,018 $4.5M
Unique Wealth, LLC 0.73% Add +0.7% 22,017 $4.5M
Emerald Advisors, LLC 0.58% Add +8.0% 22,017 $4.5M
Tobias Financial Advisors, Inc. 0.77% Reduce -0.2% 21,999 $4.5M
Capasso Planning Partners LLC 2.55% Reduce -9.5% 21,983 $4.5M
Herbst Group, LLC 2.70% Add +0.3% 21,951 $4.5M
Quantitative Investment Management, LLC 0.60% New 21,948 $4.5M
Legacies Wealth LLC 2.99% No change 21,926 $4.5M
White Knight Strategic Wealth Advisors, LLC 3.83% Reduce -0.1% 21,923 $4.5M
Dimension Capital Management LLC 0.70% Add +0.9% 21,908 $4.5M
Royal Harbor Partners, LLC 1.64% Reduce -15.8% 21,891 $4.5M
Legacy CG, LLC 1.34% Reduce -1.1% 21,885 $4.5M
Beta Wealth Group, Inc. 1.64% Add +12.2% 21,876 $4.5M
First Financial Group Corp 4.38% Reduce -11.8% 21,873 $4.5M
Commonwealth Financial Services, LLC 0.86% Reduce -2.5% 21,819 $4.5M
Centerpoint Advisory Group 3.88% Reduce -1.0% 21,787 $4.5M
Somerset Group LLC 3.78% Reduce -11.8% 21,776 $4.5M
Union Savings Bank 2.05% Reduce -1.9% 21,520 $4.5M
Financial Synergies Wealth Advisors, Inc. 0.49% Add +4.8% 21,737 $4.5M
Emprise Bank 2.14% Add +3.3% 21,732 $4.5M
Kendall Capital Management 1.18% Add +7.4% 21,728 $4.5M
R.H. Investment Group, LLC 4.09% Add +1.1% 21,725 $4.5M
CJM Wealth Advisers, Ltd. 1.48% Reduce -1.4% 21,723 $4.5M
Massachusetts Wealth Management 2.51% New 21,693 $4.5M
Barry Investment Advisors, LLC 1.11% Reduce -1.5% 21,693 $4.5M
Truepoint, Inc. 0.11% Reduce -12.1% 21,690 $4.5M
Aspire Capital Advisors LLC 1.23% Reduce -0.4% 21,680 $4.4M
Arlington Partners LLC 1.64% Add +19.4% 21,640 $4.4M
Goldstein Advisors, LLC 0.60% Reduce -27.5% 21,639 $4.4M
David J Yvars Group 2.60% Add +1.2% 21,626 $4.4M
First Citizens Financial Corp 2.44% Reduce -10.0% 21,579 $4.4M
S.A. Mason LLC 2.14% Reduce -0.6% 21,567 $4.4M
Paradigm Asset Management Co. LLC 1.09% Add +27.9% 21,546 $4.4M
RAM Investment Partners, LLC 0.93% Add +28.1% 21,542 $4.4M
Deseret Mutual Benefit Administrators 2.07% No change 21,529 $4.4M
Accuvest Global Advisors 2.87% Add +14.3% 21,485 $4.4M
Rogco, LP 1.66% Reduce -1.6% 21,471 $4.4M
J Hagan Capital, Inc. 2.97% Reduce -5.4% 20,704 $4.4M
Arbor Investment Advisors, LLC 0.56% Reduce -14.7% 21,429 $4.4M
Vantage Point Financial LLC 1.93% Reduce -7.4% 21,429 $4.4M
RoundAngle Advisors LLC 3.67% Add +1.2% 21,418 $4.4M
Vista Investment Partners Ii, LLC 2.12% Add +2.0% 21,398 $4.4M
DKM Wealth Management, Inc. 3.77% Reduce -0.4% 21,300 $4.4M
Paragon Advisors, LLC 1.14% Add +162.3% 21,297 $4.4M
RIA Advisory Group LLC 1.28% Add +18.9% 21,295 $4.4M
West Paces Advisors Inc. 0.93% Reduce -10.1% 21,279 $4.4M
Philip James Wealth Mangement, LLC 0.58% No change 21,271 $4.4M
Leigh Baldwin & Co., LLC 2.87% Add +5.7% 21,252 $4.4M
Seaview Investment Managers LLC 0.92% Reduce -68.5% 21,210 $4.4M
First Financial Corp. 1.94% Reduce -0.3% 21,133 $4.3M
Soros Fund Management 0.12% New 21,131 $4.3M
Wealth Advisors of Iowa, LLC 1.62% Add +20.6% 21,129 $4.3M
Blankinship & Foster, LLC 1.01% Reduce -13.7% 21,095 $4.3M
Richmond Investment Services, LLC 0.91% Add +117.4% 21,076 $4.3M
Triumph Capital Management 1.30% Add +28.3% 21,054 $4.3M
Retirement Income Solutions, Inc. 0.79% Reduce -1.3% 21,045 $4.3M
Berbice Capital Management LLC 3.02% Reduce -9.5% 21,044 $4.3M
Genus Capital Management Inc. 0.55% Reduce -64.0% 21,030 $4.3M
Jackson Thornton Wealth Management, LLC 0.49% Reduce -2.3% 20,545 $4.3M
McClarren Financial Advisors, Inc. 2.81% Add +16.4% 21,026 $4.3M
Unison Asset Management LLC 2.17% Add +1.3% 21,016 $4.3M
Inspire Advisors, LLC 0.45% Add +3.9% 21,001 $4.3M
Viking Fund Management LLC 0.59% No change 21,000 $4.3M
Family Capital Management, Inc. 2.26% Add +21.9% 20,985 $4.3M
Westfuller Advisors, LLC 2.45% Add +5.9% 20,985 $4.3M
BXM Wealth LLC 5.11% Reduce -1.5% 20,951 $4.3M
Johnson & White Wealth Management, LLC 2.16% Reduce -0.5% 20,948 $4.3M
Virginia Wealth Management Group, Inc. 2.61% Add +0.3% 20,946 $4.3M
FSA Wealth Management LLC 1.67% Add +0.1% 20,894 $4.3M
TD Capital Management LLC 0.40% Reduce -0.3% 20,843 $4.3M
Jackson, Grant Investment Advisers, Inc. 1.57% Reduce -1.7% 20,830 $4.3M
Indie Asset Partners, LLC 7.77% Reduce -39.8% 20,826 $4.3M
Steadtrust LLC 3.35% — 20,790 $4.3M
LOM Asset Management Ltd 1.44% — 20,768 $4.3M
Dash Acquisitions Inc. 0.90% Reduce -39.9% 19,880 $4.3M
SAM Advisors, LLC 1.47% Add +3.0% 20,739 $4.3M
Financial Management Professionals, Inc. 0.48% Reduce -7.5% 20,732 $4.3M
Kearns & Associates LLC 2.44% No change 20,728 $4.3M
Heartwood Wealth Advisors LLC 0.44% Add +1.7% 20,724 $4.3M
Cadinha & Co. LLC 0.71% Reduce -5.3% 20,722 $4.3M
Brooks, Moore & Associates, Inc. 2.29% Add +0.3% 20,482 $4.3M
ERn Financial, LLC 0.90% Reduce -50.8% 20,715 $4.3M
Peak Financial Management, Inc. 1.21% Reduce -42.5% 20,694 $4.2M
Birchcreek Wealth Management, LLC 2.40% Add +1.1% 20,686 $4.2M
Peoples Bank 2.84% Reduce -0.0% 20,657 $4.2M
Proactive Wealth Strategies LLC 2.00% Reduce -0.5% 20,616 $4.2M
Proffitt & Goodson Inc. 0.64% Add +2.5% 20,589 $4.2M
Stansberry Asset Management, LLC 0.49% Reduce -58.5% 20,537 $4.2M
Sage Investment Counsel LLC 4.88% Add +2.4% 20,536 $4.2M
Tandem Capital Management Corp. 2.13% Reduce -6.8% 20,532 $4.2M
Gilman Hill Asset Management, LLC 0.69% Add +18.1% 20,523 $4.2M
Advyzon Investment Management, LLC 0.93% Add +43.9% 20,523 $4.2M
Mainsail Asset Management, LLC 2.60% Reduce -0.2% 20,520 $4.2M
Legacy Wealth Asset Management, LLC 1.07% Reduce -0.3% 20,499 $4.2M
Puff Wealth Management, LLC 6.84% Reduce -1.5% 20,496 $4.2M
Foguth Wealth Management, LLC. 0.90% Add +73.8% 20,496 $4.2M
Red Mountain Financial, LLC 4.66% Add +0.7% 20,480 $4.2M
Spectrum Strategic Capital Management, LLC 2.68% Add +17.1% 20,472 $4.2M
Mascagni Wealth Management, Inc. 3.57% Add +0.8% 20,446 $4.2M
AA Financial Advisors, LLC 0.90% Reduce -6.1% 20,436 $4.2M
Agp Franklin, LLC 2.22% Add +0.8% 20,425 $4.2M
Winthrop Capital Management, LLC 1.06% New 20,409 $4.2M
Fca Corp. 1.25% Reduce -5.6% 20,406 $4.2M
HERALD INVESTMENT MANAGEMENT Ltd 0.62% Reduce -18.4% 20,400 $4.2M
Successful Portfolios LLC 2.57% Reduce -0.2% 20,383 $4.2M
Ferguson Shapiro LLC 1.41% Add +0.6% 20,362 $4.2M
Kerusso Capital Management LLC 2.58% Add +0.1% 20,321 $4.2M
Fairfield, Bush & Co. 2.36% Reduce -0.9% 20,316 $4.2M
Milestone Asset Management Group, LLC 3.08% Add +3.4% 20,289 $4.2M
AAF Wealth Management, LLC 1.89% Add +2.5% 20,270 $4.2M
IMPACTfolio, LLC 1.97% Reduce -1.1% 20,254 $4.2M
Royal Capital Wealth Management, LLC 2.76% Reduce -15.5% 20,240 $4.2M
Arvest Investments, Inc. 0.62% Add +4.0% 20,175 $4.1M
Warren Street Wealth Advisors, LLC 1.37% Reduce -3.4% 20,175 $4.1M
Stableford Capital II LLC 1.56% Add +8.6% 19,342 $4.1M
Peavine Capital, LLC 0.97% No change 20,160 $4.1M
Melfa Wealth Management, Inc. 2.61% Reduce -17.4% 20,149 $4.1M
Southern Capital Advisors, LLC 2.11% Add +2.5% 20,120 $4.1M
Hutner Capital Management Inc. 1.88% Add +14.7% 20,094 $4.1M
Fogel Capital Management, Inc. 2.19% Reduce -0.0% 20,060 $4.1M
Better Money Decisions, LLC 2.50% Add +0.2% 20,034 $4.1M
Mitsubishi UFJ Asset Management (UK) Ltd. 2.14% Reduce -39.4% 20,000 $4.1M
Flavin Financial Services, Inc. 3.98% Reduce -8.2% 19,992 $4.1M
Towerpoint Wealth, LLC 1.81% Add +1.0% 19,950 $4.1M
Terra Alpha Investments LLC 4.26% Reduce -0.8% 19,949 $4.1M
SilverOak Wealth Management LLC 0.77% Add +18.7% 19,926 $4.1M
Mb, Levis & Associates, LLC 1.79% Reduce -0.4% 19,909 $4.1M
Argus Investors' Counsel, Inc. 2.90% Reduce -10.3% 19,901 $4.1M
Pursue Wealth Partners LLC 2.32% Add +5.7% 19,888 $4.1M
KFA Private Wealth Group, LLC 1.26% Reduce -3.3% 19,857 $4.1M
Prospect Financial Services LLC 2.54% Reduce -62.6% 19,848 $4.1M
Pinnacle Holdings, LLC 1.70% Add +10.3% 19,845 $4.1M
PAX Financial Group, LLC 0.78% Reduce -43.8% 19,844 $4.1M
Ssa Swiss Advisors AG 1.96% Add +5.4% 19,083 $4.1M
JDM Financial Group LLC 1.92% Add +0.1% 19,836 $4.1M
Prentice Wealth Management LLC 1.07% Reduce -0.3% 19,836 $4.1M
Wealthspan Partners, LLC 1.69% Reduce -1.3% 19,824 $4.1M
McGowan Group Asset Management, Inc. 0.52% Reduce -1.2% 19,807 $4.1M
Fiducient Advisors LLC 0.50% Add +6.8% 19,795 $4.1M
B&D White Capital Company, LLC 0.62% Add +96.2% 19,795 $4.1M
Legacy PCG, LLC 2.60% Reduce -7.8% 19,777 $4.1M
Sendero Wealth Management, LLC 0.51% Reduce -0.2% 19,759 $4.1M
Willner & Heller, LLC 3.41% Reduce -1.6% 19,748 $4.1M
Gould Capital, LLC 2.71% Add +1.4% 19,735 $4.0M
Wolff Financial Management LLC 1.05% Add +1.1% 19,732 $4.0M
Kuhn & Co Investment Counsel 3.06% Add +0.4% 19,729 $4.0M
Boreal Capital Management LLC 3.88% — 19,723 $4.0M
Seneca House Advisors 1.72% Add +1.9% 19,716 $4.0M
Hill Island Financial LLC 1.13% Add +70.1% 19,707 $4.0M
Measured Wealth Private Client Group, LLC 1.21% Add +2.0% 19,692 $4.0M
Sciencast Management LP 0.83% New 19,647 $4.0M
Baxter Bros Inc. 0.49% Reduce -2.9% 19,642 $4.0M
First Pacific Financial 0.59% Add +33.4% 19,641 $4.0M
Mosaic Financial Group, LLC 3.08% Add +2.5% 19,636 $4.0M
Fullcircle Wealth LLC 1.50% Reduce -15.8% 19,806 $4.0M
Heritage Family Offices, LLP 2.04% No change 18,475 $4.0M
Cape Investment Advisory, Inc. 1.47% Add +19.6% 19,617 $4.0M
Islay Capital Management, LLC 2.61% Reduce -3.4% 19,609 $4.0M
Panoramic Capital Partners, LLC 2.79% Add +3.4% 18,839 $4.0M
FMB Wealth Management 1.91% Add +12.4% 19,592 $4.0M
Arcataur Capital Management LLC 1.25% Add +0.4% 19,554 $4.0M
Winebrenner Capital Management LLC 3.22% Add +1.8% 19,435 $4.0M
Meadow Creek Wealth Advisors LLC 2.69% Reduce -0.7% 19,433 $4.0M
Summit Wealth Partners, LLC 0.76% Reduce -1.1% 19,426 $4.0M
Prosperity Wealth Management, Inc. 1.48% Reduce -4.1% 19,423 $4.0M
Independent Wealth Network Inc. 1.45% Reduce -6.8% 19,418 $4.0M
Taylor Financial Group, Inc. 2.49% Add +0.7% 19,403 $4.0M
Connective Capital Management, LLC 3.72% No change 19,379 $4.0M
Rational Advisors, Inc. 0.41% Add +34.5% 19,373 $4.0M
Clarendon Private LLC 3.82% Reduce -18.6% 19,368 $4.0M
Foresight Capital Management Advisors, Inc. 2.31% Add +2.8% 19,357 $4.0M
Cloverfields Capital Group, LP 1.18% Reduce -1.3% 19,348 $4.0M
Carson Advisory Inc. 2.52% Reduce -3.9% 19,340 $4.0M
Rockingstone Advisors LLC 2.09% Reduce -23.4% 19,335 $4.0M
Pine Harbor Wealth Management, LLC 1.39% Add +5.0% 19,319 $4.0M
Palisades Hudson Asset Management, L.P. 1.55% Reduce -6.3% 19,311 $4.0M
Crescent Sterling, Ltd. 4.43% Reduce -14.1% 19,306 $4.0M
Sara-Bay Financial 1.42% Reduce -2.8% 19,298 $4.0M
Cumberland Advisors Inc. 1.66% Reduce -0.9% 19,228 $3.9M
Wealth Management Strategies, Inc. 2.12% Reduce -0.4% 19,224 $3.9M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 2.06% Add +10.6% 19,220 $3.9M
Paragon Capital Management Ltd 0.72% Reduce -5.1% 19,184 $3.9M
Sanchez Wealth Management Group 0.95% Reduce -1.8% 19,167 $3.9M
Gallagher Capital Advisors, LLC 3.17% Reduce -40.7% 18,494 $3.9M
Summit Wealth Group, LLC 1.01% Reduce -5.9% 19,124 $3.9M
KilterHowling LLC 2.34% Reduce -0.0% 19,113 $3.9M
Acorn Wealth Advisors, LLC 1.46% Reduce -0.6% 19,109 $3.9M
Bright Financial Advisors, Inc. 2.18% Add +0.4% 19,107 $3.9M
Hurlow Wealth Management Group, Inc. 1.11% Reduce -0.1% 19,096 $3.9M
FWG Holdings, LLC 1.84% Add +2.6% 19,258 $3.9M
BlueStem Wealth Partners, LLC 0.48% Add +3.8% 19,082 $3.9M
BCGM Wealth Management, LLC 1.10% Add +3.1% 19,070 $3.9M
Crumly & Associates Inc. 0.95% Reduce -3.0% 19,022 $3.9M
Carr Financial Group Corp 1.15% Reduce -4.2% 19,012 $3.9M
Intelligent Financial Strategies 2.06% Reduce -5.4% 18,943 $3.9M
Collar Capital Management, LLC 3.27% Reduce -0.4% 18,928 $3.9M
Finward Bancorp 3.05% Reduce -3.4% 18,841 $3.9M
Schulhoff & Co. Inc. 1.71% Add +0.2% 18,836 $3.9M
Investors Research Corp 0.76% Add +4.4% 18,827 $3.9M
Dupree Financial Group, LLC 1.52% Reduce -2.9% 18,818 $3.9M
PCG Asset Management, LLC 3.32% Reduce -2.0% 18,810 $3.9M
Ruedi Wealth Management, Inc. 1.14% Reduce -2.5% 18,797 $3.9M
Planned Solutions, Inc. 1.48% Add +53.4% 18,786 $3.9M
KDT Advisors, LLC 6.22% Reduce -5.0% 18,785 $3.9M
Paladin Advisory Group, LLC 2.94% Reduce -0.1% 18,759 $3.8M
Channing Global Advisors, LLC 2.48% Reduce -10.7% 18,753 $3.8M
Richard W. Paul & Associates, LLC 1.39% Add +4.0% 18,746 $3.8M
Northern Financial Advisors Inc 2.89% Reduce -0.2% 18,739 $3.8M
Barnes Wealth Management Group, Inc 2.27% Add +1.2% 18,703 $3.8M
BlueChip Wealth Advisors LLC 1.58% Add +8.0% 18,697 $3.8M
Aquatic Capital Management LLC 0.08% Reduce -79.9% 18,696 $3.8M
Maridea Wealth Management LLC 1.00% Add +23.9% 18,691 $3.8M
Avion Wealth 0.87% Add +13.4% 18,645 $3.8M
Northwest Financial Advisors 5.34% Reduce -71.0% 18,638 $3.8M
Atlatl Advisers LLC 1.81% Add +1.6% 18,627 $3.8M
Narus Financial Partners, LLC 1.19% Add +5.2% 18,599 $3.8M
Firestone Capital Management 0.90% Add +7.5% 18,552 $3.8M
Wealthstream Advisors, Inc. 0.63% Add +2.4% 18,545 $3.8M
Mainstay Capital Management LLC 0.19% Add +102.7% 18,540 $3.8M
GR Financial Group, LLC 0.93% Add +17.1% 18,536 $3.8M
Glynn Capital Management LLC 0.85% Reduce -3.4% 18,490 $3.8M
Aua Capital Management, LLC 2.27% No change 18,485 $3.8M
Cascade Investment Advisors, Inc. 2.43% Reduce -3.2% 18,463 $3.8M
Needham Investment Management LLC 0.30% Reduce -3.1% 18,450 $3.8M
SKY-Mountain Capital Management, Inc. 2.51% Reduce -2.3% 17,196 $3.8M
Invenio Wealth Partners LLC 1.50% Reduce -22.7% 18,435 $3.8M
Sylvest Advisors, LLC 2.18% Add +3.6% 18,432 $3.8M
Peoples Bank 2.33% Reduce -3.2% 18,412 $3.8M
Wick Capital Partners, LLC 0.98% Reduce -57.3% 7,174 $3.8M
Denver PWM, LLC 1.18% Add +71.0% 18,389 $3.8M
Turn8 Private Wealth Inc. 2.72% Add +8.4% 18,052 $3.8M
Ledgewood Wealth Advisors, LLC 2.37% Reduce -3.2% 18,366 $3.8M
Mountain Pacific Investment Advisers LLC 0.27% Reduce -18.8% 18,353 $3.8M
Trust Co 0.42% Reduce -8.7% 18,344 $3.8M
Outfitters Financial LLC 3.21% Reduce -0.7% 18,335 $3.8M
Convergence Investment Partners, LLC 0.95% Reduce -25.2% 18,327 $3.8M
Chung Wu Investment Group, LLC 3.92% Reduce -22.7% 18,318 $3.8M
Friday Financial 1.91% Add +8.3% 18,303 $3.8M
Kirtland Hills Capital Management, LLC 1.73% Add +0.5% 18,294 $3.8M
Gallagher Fiduciary Advisors, LLC 0.15% Add +6.5% 18,273 $3.7M
Sprott Inc. 0.19% Add +2.8% 18,270 $3.7M
Jacksonville Wealth Management, LLC 3.01% Reduce -0.3% 18,265 $3.7M
Infusive Asset Management Inc. 1.67% Add +194.3% 18,248 $3.7M
Ames National Corp. 2.42% Reduce -3.3% 18,234 $3.7M
KWB Wealth 0.45% Reduce -3.5% 16,833 $3.7M
Raleigh Capital Management Inc. 1.57% Add +17.0% 18,205 $3.7M
Tidemark, LLC 1.20% Reduce -3.9% 18,202 $3.7M
Skyline Advisors, Inc. 1.38% Reduce -4.7% 18,194 $3.7M
West Financial Advisors, LLC 0.65% Add +0.0% 18,194 $3.7M
Lawson Kroeker Investment Management Inc. 0.69% No change 18,172 $3.7M
Athena Investment Management 2.08% Add +12.2% 18,130 $3.7M
CAP Partners, LLC 2.34% Reduce -1.2% 18,097 $3.7M
CPA Asset Management Group, LLC 1.56% Reduce -0.5% 18,083 $3.7M
Aletheian Wealth Advisors LLC 1.82% Reduce -4.1% 18,076 $3.7M
Conservest Capital Advisors, Inc. 0.37% Add +2.4% 18,058 $3.7M
Intellectus Partners, LLC 0.80% Reduce -8.8% 18,057 $3.7M
Stone Summit Wealth LLC 1.15% Reduce -2.0% 18,033 $3.7M
Keyvantage Wealth, LLC 1.66% Reduce -2.4% 18,030 $3.7M
Baker Boyer National Bank 1.27% Add +0.3% 18,011 $3.7M
Kraematon Investment Advisors, Inc. 3.47% Reduce -9.3% 17,941 $3.7M
Private Harbour Investment Management & Counsel, LLC 3.81% Reduce -0.8% 17,919 $3.7M
Parsonex Advisory Services, Inc. 3.06% — 17,891 $3.7M
Atlanta Consulting Group Advisors, LLC 1.00% Reduce -0.3% 17,870 $3.7M
Drake & Associates, LLC 0.90% Reduce -19.7% 17,869 $3.7M
Reik & Co., LLC 0.91% No change 17,849 $3.7M
Moment Partners, LLC 0.69% Reduce -5.1% 17,833 $3.7M
Meridian Management Co. 1.00% Add +0.1% 17,606 $3.7M
Sutton Place Investors LLC 2.20% Reduce -4.5% 17,811 $3.7M
OV Management LLC 3.06% Reduce -61.2% 17,809 $3.7M
Geometric Wealth Advisors 0.54% Add +0.3% 17,780 $3.6M
Moore Capital Management, LP 0.08% Add +34.5% 17,774 $3.6M
CBIZ Investment Advisory Services, LLC 0.16% Add +0.1% 17,772 $3.6M
Obsidian Personal Planning Solutions LLC 1.47% Add +2.9% 17,753 $3.6M
Transce3nd, LLC 1.54% Reduce -8.4% 17,727 $3.6M
Saiph Capital, LLC 1.42% Add +5.8% 104,942 $3.6M
Fortress Financial Solutions, LLC 4.57% Add +1.8% 17,737 $3.6M
Francis Financial, Inc. 0.84% Add +1.0% 17,736 $3.6M
Sora Investors LLC 0.33% New 17,717 $3.6M
RD Lewis Holdings, Inc. 3.67% Add +4.4% 16,520 $3.6M
Paradigm, Strategies in Wealth Management, LLC 2.38% Add +0.1% 17,716 $3.6M
NCP Inc. 3.42% Reduce -3.8% 17,684 $3.6M
New Insight Wealth Advisors 1.49% Reduce -3.0% 17,674 $3.6M
Shaker Investments LLC 1.48% Reduce -35.5% 17,673 $3.6M
Valtinson Bruner Financial Planning LLC 1.14% Add +15.8% 17,659 $3.6M
Aspetuck Financial Management LLC 2.73% Reduce -0.9% 17,656 $3.6M
Arq Wealth Advisors, LLC 1.24% No change 16,292 $3.6M
Northwest Quadrant Wealth Management, LLC 0.81% Reduce -0.1% 17,600 $3.6M
Trace Wealth Advisors, LLC 2.95% No change 17,580 $3.6M
Running Point Capital Advisors, LLC 1.00% Reduce -6.4% 17,577 $3.6M
Rise Advisors, LLC 1.43% Add +9.3% 17,530 $3.6M
Twelve Points Wealth Management LLC 0.97% Reduce -1.0% 17,529 $3.6M
Elios Financial Group Inc. 1.63% Reduce -1.8% 17,528 $3.6M
Campion Asset Management 2.70% Reduce -4.2% 17,526 $3.6M
Mendel Money Management 1.59% Reduce -1.4% 17,516 $3.6M
Abel Hall, LLC 1.66% Reduce -4.4% 17,481 $3.6M
Oak Family Advisors, LLC 1.30% Reduce -1.7% 17,462 $3.6M
IMZ Advisory Inc 1.43% Reduce -2.0% 16,938 $3.6M
SWP Investment Management LLC 4.23% Add +33.8% 17,425 $3.6M
MA Private Wealth 0.64% Add +0.5% 17,381 $3.6M
Emerald Advisers, LLC 0.13% Reduce -13.6% 17,365 $3.6M
Prudent Man Investment Management, Inc. 1.97% No change 14,190 $3.6M
Corps Capital Advisors, LLC 5.71% Reduce -54.6% 17,320 $3.6M
Integrated Quantitative Investments LLC 1.04% New 17,314 $3.6M
AAFMAA Wealth Management & Trust LLC 1.47% Add +0.9% 17,299 $3.5M
Main Street Group, LTD 1.29% Add +1.6% 17,290 $3.5M
Brucke Financial, Inc. 2.46% Add +8.6% 17,276 $3.5M
Sterling Group Wealth Management, LLC 1.96% Reduce -53.2% 17,266 $3.5M
Capula Management Ltd 0.04% Reduce -24.0% 17,233 $3.5M
Kaye Capital Management 1.36% Reduce -3.9% 17,223 $3.5M
Fielder Capital Group LLC 0.94% Reduce -5.2% 17,215 $3.5M
Barnes Dennig Private Wealth Management LLC 4.23% Add +10.6% 17,195 $3.5M
John G Ullman & Associates Inc. 0.52% Add +3.6% 17,183 $3.5M
Redmond Asset Management, LLC 0.84% Reduce -3.6% 17,179 $3.5M
Wall Street Financial Group, Inc. 3.18% Add +247.8% 17,170 $3.5M
GKV Capital Management Co., Inc. 1.56% Reduce -13.6% 17,159 $3.5M
Elevatus Welath Management 1.17% Reduce -13.5% 17,157 $3.5M
Brian Low Financial Group, LLC 3.30% — 17,157 $3.5M
Praetorian Wealth Management, Inc. 0.81% Reduce -0.9% 17,147 $3.5M
Ping Capital Management, Inc. 1.99% New 17,100 $3.5M
Vienna Asset Management LLC 2.41% Add +13.0% 17,070 $3.5M
MRA Advisory Group 1.64% Reduce -2.7% 17,067 $3.5M
Todd Asset Management LLC 0.08% Reduce -1.2% 17,066 $3.5M
Oliver Lagore Vanvalin Investment Group 1.37% — 15,760 $3.5M
XY Planning Network, Inc. 1.19% Add +221.9% 17,055 $3.5M
Malaga Cove Capital, LLC 1.37% Reduce -3.7% 17,052 $3.5M
Alliance Wealth Advisors, LLC 1.90% Reduce -2.5% 17,043 $3.5M
Birmingham Capital Management Co. Inc. 1.54% Reduce -23.4% 17,027 $3.5M
MBA Advisors LLC 1.61% Reduce -12.8% 17,021 $3.5M
LongView Asset Management LLC 2.64% Reduce -3.3% 17,006 $3.5M
Avaii Wealth Management, LLC 1.55% Reduce -1.4% 16,976 $3.5M
Loudon Investment Management, LLC 1.93% Reduce -1.7% 16,976 $3.5M
Giverny Capital 0.12% Add +81.2% 16,976 $3.5M
Custos Family Office, LLC 1.11% Add +8.3% 16,972 $3.5M
Arrowroot Family Office, LLC 1.56% — 16,964 $3.5M
Private Capital Management, LLC 0.35% Reduce -5.8% 16,949 $3.5M
Amica Retiree Medical Trust 5.01% Reduce -7.7% 16,931 $3.5M
Navigoe, LLC 2.62% Add +68.4% 16,918 $3.5M
Consilio Wealth Advisors, LLC 1.24% Reduce -1.4% 17,256 $3.5M
Beirne Wealth Consulting Services, LLC 1.12% Reduce -1.9% 16,890 $3.5M
Legal Advantage Investments, Inc. 1.62% Add +37.5% 16,865 $3.5M
Worth Asset Management, LLC 1.71% Reduce -4.0% 16,861 $3.5M
Stance Capital LLC 1.30% New 16,835 $3.5M
United Community Bank 1.18% Reduce -7.2% 16,830 $3.5M
Everest Private Wealth 2.48% Add +47.9% 16,819 $3.5M
4J Wealth Management LLC 2.32% Reduce -0.6% 16,745 $3.4M
Flower City Capital 2.03% Reduce -2.1% 16,739 $3.4M
B.O.S.S. Retirement Advisors, LLC 0.86% Add +6.9% 16,722 $3.4M
Community Bank of Raymore 2.54% Add +4.8% 16,701 $3.4M
Riverpark Capital Management LLC 5.55% Add +5.8% 16,685 $3.4M
Opus Capital Group, LLC 0.41% Add +0.0% 16,678 $3.4M
Arcus Capital Partners, LLC 1.48% Add +10.5% 16,672 $3.4M
Summa Corp. 1.78% Add +62.0% 16,652 $3.4M
M3 Advisory Group, LLC 2.36% Add +5.3% 16,648 $3.4M
Investors Asset Management of Georgia Inc. /Ga/ 1.58% Add +1.7% 16,604 $3.4M
Nabity-Jensen Investment Management Inc 2.51% Reduce -0.1% 16,600 $3.4M
Rainey & Randall Wealth Advisors Inc. 0.62% Add +0.1% 16,597 $3.4M
Plan Group Financial, LLC 1.12% Add +19.9% 16,573 $3.4M
Murphy Pohlad Asset Management LLC 1.44% Reduce -0.4% 16,569 $3.4M
CKW Financial Group 0.39% Add +0.0% 16,335 $3.4M
Intergy Private Wealth, LLC 1.16% Add +13.2% 16,536 $3.4M
Guardian Financial Partners, LLC 1.52% Reduce -3.6% 16,526 $3.4M
Kelly Financial Services LLC 1.00% Add +1.7% 16,525 $3.4M
Landscape Capital Management, L.L.C. 0.27% Reduce -7.7% 16,522 $3.4M
Syverson Strege & Co 0.80% Add +93.6% 16,512 $3.4M
Dixon Fnancial Services, Inc. 1.71% Reduce -2.0% 16,501 $3.4M
One Degree Advisors Inc 1.20% Add +16.4% 16,443 $3.4M
Tradewinds Capital Management, LLC 0.85% Reduce -4.2% 16,436 $3.4M
Whipplewood Advisors, LLC 1.85% Reduce -13.4% 16,431 $3.4M
Lakewood Asset Management LLC 2.25% Reduce -12.6% 16,397 $3.4M
Viawealth, LLC 1.99% Reduce -7.5% 16,378 $3.4M
Sicart Associates LLC 1.17% Reduce -18.1% 16,364 $3.4M
Redwood Wealth Management Group, LLC 1.52% Reduce -5.7% 16,356 $3.4M
Elwood & Goetz Wealth Advisory Group, LLC 0.73% Add +8.4% 16,353 $3.4M
First Hawaiian Bank 0.46% Add +0.9% 16,345 $3.4M
Heritage Investment Group, Inc. 0.58% Reduce -11.4% 16,335 $3.4M
Serenus Wealth Advisors, LLC 0.57% Reduce -6.9% 16,324 $3.3M
Cornerstone Select Advisors, LLC 2.95% Reduce -5.1% 16,314 $3.3M
Clarity Financial LLC 0.36% Reduce -89.9% 16,303 $3.3M
GEM Asset Management, LLC 1.71% Reduce -5.5% 15,929 $3.3M
Halbert Hargrove Global Advisors, LLC 0.18% Add +1.5% 16,289 $3.3M
Regimen Wealth, LLC 1.04% Reduce -4.1% 16,285 $3.3M
New Covenant Trust Company, N.A. 2.98% Reduce -1.9% 16,606 $3.3M
Campbell & CO Investment Adviser LLC 0.21% New 16,332 $3.3M
Guerra Pan Advisors, LLC 2.20% Reduce -3.8% 16,257 $3.3M
Harvest Investment Services, LLC 0.75% Add +20.1% 16,255 $3.3M
Farmers & Merchants Trust Co of Chambersburg PA 1.04% Reduce -2.2% 16,249 $3.3M
Concentric Capital Strategies, LP 0.19% New 16,248 $3.3M
Human Investing LLC 0.53% Add +1.4% 16,246 $3.3M
G&S Capital LLC 1.32% Reduce -13.3% 16,243 $3.3M
Davidson Kahn Capital Management, LLC 2.14% Reduce -0.4% 16,238 $3.3M
Wrenne Financial Planning LLC 1.56% Reduce -1.3% 16,232 $3.3M
Tributary Capital Management, LLC 0.29% Reduce -2.3% 16,215 $3.3M
Shilanski & Associates, Inc. 0.95% Reduce -5.0% 16,195 $3.3M
Dynasty Wealth Management, LLC 0.06% Reduce -62.4% 16,192 $3.3M
Motive Wealth Advisors 1.51% Add +12.3% 16,180 $3.3M
Midwest Professional Planners, LTD. 0.87% Reduce -8.0% 16,172 $3.3M
Whitaker-Myers Wealth Managers, LTD. 0.83% Reduce -13.1% 16,119 $3.3M
Aspen Investment Management Inc 1.39% Add +2.2% 16,106 $3.3M
Gouws Capital LLC 2.01% Reduce -1.4% 16,088 $3.3M
DHJJ Financial Advisors, Ltd. 1.19% Add +62.6% 15,999 $3.3M
Lorne Steinberg Wealth Management Inc. 0.86% Add +1.6% 15,975 $3.3M
Maripau Wealth Management LLC 1.65% Add +36.9% 15,939 $3.3M
Talisman Wealth Advisors LLC 2.98% Add +20.0% 15,919 $3.3M
A&I Financial Services, LLC 1.84% Reduce -0.1% 15,911 $3.3M
Discipline Wealth Solutions, LLC 1.25% Add +69.7% 15,909 $3.3M
Gilbert & Cook, Inc. 0.44% Add +1.1% 15,908 $3.3M
HMS Capital Management, LLC 1.47% Reduce -1.8% 15,900 $3.3M
Centennial Bank 1.37% Reduce -1.2% 15,889 $3.3M
Covenant Partners, LLC 0.97% Reduce -5.6% 15,849 $3.3M
Integrity Wealth Advisors, Inc. 2.27% Reduce -14.3% 15,824 $3.2M
Prairie Wealth Advisors, Inc. 1.39% Reduce -0.6% 15,815 $3.2M
Peak Financial Advisors LLC 1.66% Reduce -11.0% 15,777 $3.2M
Element Pointe Advisors, LLC 0.78% Reduce -10.4% 15,775 $3.2M
Valueworks LLC 1.06% Reduce -2.4% 15,768 $3.2M
Elgethun Capital Management 0.65% Reduce -0.5% 15,759 $3.2M
Constant Guidance Financial LLC 3.25% Add +7.9% 15,773 $3.2M
Global Strategic Investment Solutions, LLC 0.35% Reduce -0.1% 15,752 $3.2M
Acorn Creek Capital LLC 1.34% Reduce -8.1% 15,751 $3.2M
Stonehearth Capital Management, LLC 1.34% Reduce -2.3% 15,751 $3.2M
Caerus Investment Advisors, LLC 3.08% Add +0.4% 15,750 $3.2M
NINE MASTS CAPITAL Ltd 1.34% New 15,742 $3.2M
Waterway Wealth Management, LLC 0.98% Add +34.4% 15,732 $3.2M
Kera Capital Partners, Inc. 0.64% Add +35.1% 15,727 $3.2M
Heritage Oak Wealth Advisors LLC 1.27% Reduce -7.2% 15,711 $3.2M
MBM Wealth Consultants, LLC 0.86% Add +2.1% 15,709 $3.2M
Brogan Financial, Inc. 1.44% Add +0.6% 15,701 $3.2M
Sage Private Wealth Group, LLC 2.06% Add +20.1% 15,681 $3.2M
Magnolia Private Wealth, LLC 2.49% Reduce -0.9% 15,673 $3.2M
V2 Financial group LLC 1.94% Reduce -0.2% 15,664 $3.2M
IronBridge Private Wealth, LLC 1.12% Reduce -43.2% 15,661 $3.2M
Mraz, Amerine & Associates, Inc. 0.52% Add +36.3% 15,652 $3.2M
Epiq Partners, LLC 1.71% Reduce -6.7% 15,645 $3.2M
Pinion Investment Advisors, LLC 1.11% Reduce -48.9% 15,625 $3.2M
Wallace Advisory Group, LLC 2.33% Reduce -20.2% 14,431 $3.2M
Rakuten Securities, Inc. 1.26% Add +37.3% 15,620 $3.2M
Tanglewood Legacy Advisors, LLC 1.31% Reduce -8.3% 15,616 $3.2M
Sterling Financial Planning, Inc. 1.07% Reduce -0.0% 15,611 $3.2M
Rooted Wealth Advisors, Inc. 1.11% Add +12.4% 15,160 $3.2M
Cambridge Financial Group, LLC 1.20% Reduce -9.3% 15,601 $3.2M
First Bank & Trust 0.57% No change 15,587 $3.2M
Virtus Wealth Solutions LLC 0.66% Add +0.1% 15,585 $3.2M
PUREfi Wealth, LLC 2.55% Add +6.3% 15,562 $3.2M
Wealthcare Capital Partners, LLC 1.60% Reduce -2.2% 15,559 $3.2M
Boomfish Wealth Group, LLC 1.84% Add +8.1% 15,556 $3.2M
Medallion Wealth Advisors, LLC 1.23% Add +0.7% 15,411 $3.2M
Minot DeBlois Advisors LLC 3.02% Reduce -0.7% 15,540 $3.2M
Rialto Wealth Management, LLC 0.89% Reduce -0.6% 15,509 $3.2M
Wulff, Hansen & Co. 2.72% Reduce -3.1% 15,499 $3.2M
Pathway Financial Advisors LLC 0.46% Reduce -32.9% 15,448 $3.2M
Fortune 45 LLC 1.82% Add +1.9% 15,424 $3.2M
Vantage Financial Partners, LLC 0.73% Reduce -9.6% 15,416 $3.2M
Seven Springs Wealth Group, LLC 0.80% Reduce -1.0% 15,409 $3.2M
Rainier Family Wealth Inc. 3.16% Add +1.6% 15,406 $3.2M
Enzi Wealth 1.16% Add +0.2% 14,956 $3.2M
Brendel Financial Advisors LLC 1.77% Add +20.4% 15,382 $3.2M
Gill Capital Partners, LLC 1.02% Reduce -4.9% 15,379 $3.2M
Grant Street Asset Management, Inc. 0.71% Add +2.0% 15,378 $3.2M
Core Wealth Advisors, Inc. 0.91% Add +6.8% 15,378 $3.2M
Granite Group Advisors, LLC 1.90% Reduce -13.6% 15,374 $3.2M
Index Fund Advisors, Inc. 0.18% Reduce -1.4% 15,355 $3.2M
Miller Financial Services LLC 4.01% Reduce -0.4% 15,343 $3.1M
Fjell Capital, LLC 2.92% Add +0.2% 15,336 $3.1M
Latko Wealth Management, Ltd. 1.77% Add +25.3% 15,329 $3.1M
Single Point Partners, LLC 0.69% Reduce -1.9% 15,320 $3.1M
Integrity Wealth Solutions LLC 1.53% Reduce -0.7% 15,297 $3.1M
Sharper & Granite LLC 1.19% Add +3.7% 14,757 $3.1M
Scarborough Advisors, LLC 0.62% Reduce -4.3% 15,265 $3.1M
Pension & Wealth Management Advisors, Inc. 1.05% Reduce -5.5% 15,247 $3.1M
Graham Capital Management, L.P. 0.10% Add +509.1% 15,228 $3.1M
Cannon Wealth Management Services, LLC 2.55% Reduce -4.6% 15,225 $3.1M
Sender Co & Partners, Inc. 0.88% New 15,161 $3.1M
Avant Financial Advisors LLC 2.56% Reduce -12.0% 15,158 $3.1M
Sykon Capital LLC 1.13% Reduce -31.0% 15,125 $3.1M
Holistic Financial Partners 1.35% Add +3.2% 15,076 $3.1M
Foundation Wealth Management, LLC 2.15% Reduce -0.1% 15,069 $3.1M
FOCUS Wealth Advisors, LLC 1.61% Add +0.1% 15,057 $3.1M
Myecfo, LLC 1.51% Add +0.3% 15,015 $3.1M
Mowery & Schoenfeld Wealth Management, LLC 4.98% Reduce -2.0% 15,008 $3.1M
Elm3 Financial Group, LLC 2.56% Reduce -14.5% 15,003 $3.1M
Cox Capital Mgt LLC 2.10% Reduce -2.0% 15,003 $3.1M
Valued Retirements, Inc. 3.47% Reduce -0.5% 14,999 $3.1M
AllSquare Wealth Management LLC 1.73% Reduce -8.9% 14,987 $3.1M
Verus Financial Partners, Inc. 0.31% Reduce -2.9% 14,528 $3.1M
RCS Financial Planning, LLC 1.53% Reduce -0.2% 14,947 $3.1M
Objectivity Squared, LLC 2.11% Reduce -0.4% 14,940 $3.1M
Sherman Asset Management, Inc. 2.72% No change 14,939 $3.1M
Washburn Capital Management, Inc. 1.80% Reduce -10.8% 14,939 $3.1M
Blueprint Financial Advisors LLC 0.98% Add +12.3% 14,929 $3.1M
Pacific Point Advisors, LLC 1.66% Reduce -0.7% 14,879 $3.1M
Smith & Howard Wealth Management, LLC 0.77% Add +3.1% 14,879 $3.1M
25 LLC 1.12% Reduce -6.3% 14,870 $3.1M
Brady Martz Wealth Solutions, LLC 0.59% Reduce -1.9% 14,868 $3.1M
Three Magnolias Financial Advisors, LLC 2.12% Reduce -3.1% 14,864 $3.0M
Buttonwood Financial Advisors Inc. 1.22% Add +0.1% 14,855 $3.0M
Integrated Capital Management, LLC 1.46% Reduce -9.3% 14,339 $3.0M
Kellett Wealth Advisors, LLC 1.99% Add +9.4% 14,836 $3.0M
Droms Strauss Advisors Inc. /Mo/ 0.93% Reduce -11.0% 14,821 $3.0M
Townsend & Associates, Inc 0.30% Reduce -2.2% 14,216 $3.0M
Sphera Management Technology Funds Ltd 1.86% Add +20.8% 14,810 $3.0M
Berkeley Capital Partners, LLC 0.77% Reduce -15.4% 14,796 $3.0M
Tucker Asset Management LLC 0.97% Reduce -5.7% 14,760 $3.0M
Johnson Financial Group, LLC 0.29% Reduce -24.3% 14,740 $3.0M
Creegan & Nassoura Financial Group, LLC 1.97% No change 14,732 $3.0M
Wolff Wiese Magana LLC 1.87% Reduce -2.0% 14,732 $3.0M
Total Wealth Planning & Management, Inc. 2.61% Add +7.4% 14,718 $3.0M
Werlinich Asset Management, LLC 1.65% Reduce -2.9% 14,705 $3.0M
New Wave Wealth Advisors LLC 1.28% Reduce -31.8% 14,687 $3.0M
Cherrydale Wealth Management, LLC 1.05% Reduce -5.7% 14,663 $3.0M
Houlihan Financial Resource Group, Ltd. 1.25% Add +5.5% 14,516 $3.0M
DecisionMap Wealth Management, LLC 2.06% Reduce -4.2% 14,652 $3.0M
Eads & Heald Wealth Management 1.48% Reduce -2.0% 14,634 $3.0M
West Bancorporation Inc. 1.89% Reduce -1.6% 14,617 $3.0M
Camden National Bank 0.43% Reduce -7.4% 14,612 $3.0M
Cambria Investment Management, L.P. 0.20% New 14,612 $3.0M
Lansing Street Advisors 0.89% Reduce -0.7% 14,608 $3.0M
LYNX Capital Group Ltd. 1.45% Reduce -0.1% 14,602 $3.0M
Fortune Financial Advisors, LLC 2.41% Reduce -4.3% 14,586 $3.0M
Clear Investment Research, LLC 3.77% Reduce -1.6% 14,583 $3.0M
Nestegg Advisors, Inc. 2.88% Add +0.1% 14,568 $3.0M
apricus wealth, LLC 1.74% Reduce -5.5% 14,547 $3.0M
Allegiance Financial Group Advisory Services LLC 0.79% Add +2.0% 14,494 $3.0M
Market Street Wealth Management Advisors LLC 0.49% Add +0.4% 14,492 $3.0M
Cura Wealth Advisors, LLC 1.38% Reduce -16.2% 14,479 $3.0M
Uhlmann Price Securities, LLC 2.12% Reduce -4.3% 14,471 $3.0M
Ulland Investment Advisors, LLC 2.43% Reduce -0.5% 14,464 $3.0M
SK Wealth Management, LLC 1.28% Add +11.3% 14,034 $3.0M
Guild Investment Management, Inc. 2.57% Reduce -6.4% 14,425 $3.0M
Burkett Financial Services, LLC 1.07% Add +0.1% 14,419 $3.0M
Powell Investment Advisors, LLC 1.11% New 14,409 $3.0M
Wetzel Investment Advisors, Inc. 1.36% Reduce -0.6% 14,408 $3.0M
Accelerate Investment Advisors LLC 2.20% Reduce -6.2% 14,404 $3.0M
Clientfirst Wealth Management, LLC 3.02% Add +0.9% 14,402 $3.0M
Virtus Advisers, LLC 1.85% Reduce -6.2% 14,384 $3.0M
Fairtree Asset Management (Pty) Ltd 2.22% Add +37.9% 14,378 $2.9M
CGC Financial Services, LLC 0.99% Reduce -1.1% 14,346 $2.9M
Arkos Global Advisors 0.41% Reduce -3.0% 14,333 $2.9M
Operose Advisors LLC 0.83% Add +4.3% 14,334 $2.9M
Paladin Wealth, LLC 2.28% Add +7.4% 14,320 $2.9M
Orion Investment Co 1.04% No change 14,313 $2.9M
Barings LLC 0.07% Reduce -22.5% 14,289 $2.9M
Eagle Harbor Asset Management Inc. 2.83% Reduce -1.8% 14,288 $2.9M
Davidson Capital Management Inc. 0.70% Add +12.7% 14,284 $2.9M
Farnam Financial LLC 2.63% Add +24.2% 14,240 $2.9M
Milestones Private Investment Advisors LLC 2.16% — 14,236 $2.9M
Thrive Capital Management, LLC 0.91% Reduce -5.0% 14,213 $2.9M
Compass Financial Group, INC 0.48% Add +0.2% 14,205 $2.9M
Viewpoint Capital Management LLC 1.43% Reduce -0.0% 14,200 $2.9M
Kennicott Capital Management LLC 1.66% No change 14,198 $2.9M
MN Wealth Advisors, LLC 1.69% Add +6.0% 14,192 $2.9M
LifePlan Investment Advisors, Inc. 1.44% Add +64.4% 14,163 $2.9M
Financial & Tax Architects, LLC 0.71% Add +6.5% 14,151 $2.9M
Muirfield Wealth Advisors LLC 2.31% Add +0.6% 14,143 $2.9M
Solitude Financial Services 1.05% Add +17.9% 14,141 $2.9M
Matrix Trust Co 0.46% Add +8.9% 14,128 $2.9M
REDW Wealth LLC 1.15% Add +1.2% 14,090 $2.9M
MorganRosel Wealth Management, LLC 0.79% Reduce -1.9% 14,088 $2.9M
Nalls Sherbakoff Group, LLC 2.10% Add +3.9% 14,068 $2.9M
Coyle Financial Counsel LLC 0.77% Reduce -24.0% 14,065 $2.9M
Avondale Wealth Management 1.61% Reduce -2.2% 14,025 $2.9M
Elevate Capital Advisors, LLC 2.29% Reduce -23.9% 14,021 $2.9M
Stonehage Fleming Financial Services Holdings Ltd 0.08% New 14,014 $2.9M
Roxbury Financial LLC 2.79% Reduce -5.2% 13,983 $2.9M
Thoma Capital Management LLC 1.82% Reduce -6.0% 13,953 $2.9M
Cookson Peirce & Co. Inc. 0.13% Reduce -16.4% 13,930 $2.9M
Sierra Legacy Group 2.21% Reduce -0.2% 13,908 $2.9M
Entruity Wealth, LLC 2.42% Reduce -0.8% 13,869 $2.8M
Inkwell Capital LLC 3.05% Reduce -0.9% 13,865 $2.8M
Providence First Trust Co 1.00% Add +127.5% 13,830 $2.8M
Hobbs Group Advisors, LLC 0.97% Add +1.9% 13,791 $2.8M
National Wealth Management Group, LLC 1.58% Reduce -5.2% 13,781 $2.8M
Boothbay Fund Management, LLC 0.09% Add +101.5% 13,772 $2.8M
Iams Wealth Management, LLC 1.30% Reduce -14.5% 13,765 $2.8M
MKT Advisors LLC 1.12% Reduce -0.6% 13,566 $2.8M
Affinity Investment Advisors, LLC 2.13% Reduce -11.2% 13,736 $2.8M
Ade, LLC 1.50% Reduce -3.0% 13,721 $2.8M
TruNorth Capital Management, LLC 0.63% Reduce -6.1% 13,718 $2.8M
AdviceOne Advisory Services, LLC 2.08% Add +3.9% 13,713 $2.8M
Northern Capital Management, Inc. 1.65% Add +2.8% 13,711 $2.8M
Disciplined Investors, L.L.C. 2.19% Add +1.7% 13,704 $2.8M
Scharf Investments, LLC 0.08% Add +4.1% 13,668 $2.8M
Rexford Capital Inc. 2.33% — 13,668 $2.8M
Capitol Family Office, Inc. 3.65% Add +12.3% 13,654 $2.8M
Wallace Capital Management Inc. 0.38% Reduce -19.3% 13,627 $2.8M
Chicago Wealth Management, Inc. 1.33% Reduce -1.9% 13,612 $2.8M
Oak Thistle LLC 0.41% New 13,573 $2.8M
Capstone Wealth Management Group, LLC 2.67% Reduce -8.4% 13,561 $2.8M
Grantvest Financial Group LLC 2.07% Reduce -1.6% 13,560 $2.8M
Nicholas Investment Partners, LP 0.28% Reduce -38.2% 13,560 $2.8M
First City Capital Management, Inc. 1.61% Reduce -19.1% 13,558 $2.8M
FSB Premier Wealth Management, Inc. 0.99% Add +1.0% 13,546 $2.8M
Bond & Devick Financial Network, Inc. 0.92% No change 13,530 $2.8M
Keb Asset Management, LLC 0.69% Reduce -1.1% 13,529 $2.8M
Sonoma Private Wealth LLC 3.40% Reduce -0.4% 13,521 $2.8M
Sollinda Capital Management LLC 0.72% Reduce -7.0% 13,513 $2.8M
Smith Thornton Advisors LLC 1.59% Add +14.7% 13,509 $2.8M
Sage Capital Management, LLC 1.33% Add +0.1% 13,508 $2.8M
Forefront Wealth Partners, LLC 1.90% Add +1.2% 11,069 $2.8M
One Plus One Wealth Management, LLC 1.51% Add +3.4% 13,481 $2.8M
Fenimore Asset Management Inc 0.06% No change 13,481 $2.8M
TLWM 0.52% Add +0.2% 13,451 $2.8M
Compass Advisory Group LLC 0.87% Add +47.5% 13,449 $2.8M
Colony Family Offices, LLC 0.71% No change 13,448 $2.8M
Cherry Tree Wealth Management, LLC 0.64% Reduce -2.4% 13,444 $2.8M
Strathmore Capital Advisors, Inc. 1.22% — 13,061 $2.8M
Flagship Wealth Advisors, LLC 1.04% Reduce -14.3% 13,432 $2.8M
MFG Wealth Management, Inc. 2.32% Add +8.1% 13,424 $2.8M
Dodds Wealth, LLC 0.74% Reduce -2.3% 13,416 $2.8M
FORM Wealth Advisors, LLC 0.33% Add +1.5% 13,382 $2.7M
Laidlaw Wealth Management LLC 7.91% Reduce -13.7% 13,370 $2.7M
McCarter Private Wealth Services LLC 1.57% Reduce -14.7% 13,363 $2.7M
RMG Wealth Management LLC 0.42% — 12,968 $2.7M
Sunflower Bank, N.A. 0.69% Reduce -3.3% 13,331 $2.7M
Harvey Investment Co. LLC 0.30% No change 13,327 $2.7M
Greenbush Financial Group, LLC 1.19% Add +3.3% 13,297 $2.7M
Wooster Corthell Wealth Management, Inc. 0.50% Reduce -3.1% 13,273 $2.7M
Moisand Fitzgerald Tamayo, LLC 0.34% Reduce -0.5% 13,255 $2.7M
Clarity Wealth Development LLC 2.70% Add +0.0% 13,237 $2.7M
AXS Investments LLC 1.11% Reduce -15.0% 13,232 $2.7M
Vivid Wealth Management, LLC 1.19% Reduce -1.6% 13,222 $2.7M
GoalVest Advisory LLC 0.67% Add +7.4% 13,219 $2.7M
Orin Green Financial, LLC 1.15% Add +1.9% 13,214 $2.7M
St. Louis Financial Planners Asset Management, LLC 2.06% Reduce -11.6% 13,180 $2.7M
Richmond Brothers, Inc. 1.77% Reduce -10.7% 13,175 $2.7M
Cardinal Strategic Wealth Guidance 0.78% Reduce -1.2% 13,157 $2.7M
DiNuzzo Private Wealth, Inc. 0.32% Add +7.0% 13,156 $2.7M
Financial Alternatives, Inc 1.76% No change 13,145 $2.7M
STAR Financial Bank 1.71% Reduce -3.2% 13,128 $2.7M
Hutchens & Kramer Investment Management Group, LLC 1.23% Add +3.2% 12,946 $2.7M
Brown Wealth Management, LLC 0.84% Add +10.1% 13,107 $2.7M
Diker Management LLC 2.53% Reduce -0.3% 13,107 $2.7M
Capital Squared Financial LLC 3.13% — 13,090 $2.7M
Atala Financial Inc 1.85% Add +10791.7% 13,070 $2.7M
America First Investment Advisors, LLC 0.53% No change 13,065 $2.7M
Leibman Financial Services, Inc. 2.06% Reduce -9.1% 13,061 $2.7M
Blackston Financial Advisory Group, LLC 1.67% Reduce -4.7% 13,051 $2.7M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 1.82% Reduce -60.5% 11,680 $2.7M
Capital Square, LLC 1.42% Reduce -8.0% 12,647 $2.7M
Dopkins Wealth Management, LLC 1.20% No change 12,987 $2.7M
CarsonAllaria Wealth Management, Ltd. 1.43% Reduce -0.1% 12,985 $2.7M
EWG Elevate Inc. 0.82% Reduce -0.2% 12,979 $2.7M
Dogwood Wealth Management LLC 1.30% Add +36.9% 12,677 $2.7M
OMNI 360 Wealth, Inc. 1.65% Add +9.1% 12,966 $2.7M
Weik Capital Management 1.05% Add +0.8% 12,959 $2.7M
Riverstone Advisors, LLC 1.44% Reduce -11.3% 12,945 $2.7M
Wood Tarver Financial Group, LLC 0.80% Add +0.9% 12,943 $2.7M
Stevens Capital Partners 0.95% Add +37.4% 12,444 $2.7M
SWAN Capital LLC 1.15% Add +6.3% 12,932 $2.7M
Waypoint Wealth Partners Inc. 0.64% Reduce -6.4% 12,929 $2.7M
MinichMacGregor Wealth Management, LLC 0.57% Reduce -11.2% 12,919 $2.7M
Old West Investment Management, LLC 0.87% No change 12,914 $2.6M
360 Financial, Inc. 0.83% Add +22.8% 12,882 $2.6M
Baer Investment Advisory LLC 4.32% Reduce -1.2% 13,095 $2.6M
Portfolio Strategies, Inc. 0.34% Reduce -0.4% 12,869 $2.6M
Wealth Forward, LLC 1.77% Add +4.0% 12,866 $2.6M
Littlejohn Financial Services, Inc. 2.04% Add +47.6% 12,861 $2.6M
RFG Holdings, Inc. 0.76% Add +18.9% 12,847 $2.6M
Menard Financial Group LLC 1.56% Reduce -1.5% 12,839 $2.6M
Defined Financial Planning LLC 2.33% Reduce -4.6% 12,540 $2.6M
Riverpoint Wealth Management Holdings, LLC 0.62% Add +0.1% 12,773 $2.6M
Redwood Park Advisors LLC 2.01% Reduce -6.5% 12,770 $2.6M
Certior Financial Group, LLC 2.01% Reduce -9.0% 12,767 $2.6M
Able Wealth Management LLC 1.32% Add +6.9% 12,755 $2.6M
Uniting Wealth Partners, LLC 1.01% Reduce -5.2% 12,747 $2.6M
Maseco LLP 0.10% — 12,748 $2.6M
Crux Wealth Advisors 1.11% Reduce -23.2% 12,742 $2.6M
Alterna Wealth Management, Inc. 2.09% Reduce -33.6% 12,733 $2.6M
Mach-1 Financial Group, LLC 0.76% Reduce -4.2% 12,702 $2.6M
Hutchinson Financial Advisors, INC 2.92% — 12,699 $2.6M
Kondo Wealth Advisors, Inc. 1.15% Add +4.0% 12,533 $2.6M
Stonebridge Financial Planning Group, LLC 1.09% Reduce -4.0% 12,688 $2.6M
Schorn Wealth LLC 0.86% Reduce -16.0% 12,683 $2.6M
CacheTech Inc. 0.48% Reduce -19.3% 12,681 $2.6M
Veery Capital, LLC 0.89% Add +7.8% 12,680 $2.6M
Canandaigua National Trust Co of Florida 1.85% Reduce -1.1% 12,673 $2.6M
CCG Wealth Management, LLC 1.37% Reduce -0.5% 12,672 $2.6M
Fire Capital Management LLC 1.65% Reduce -18.4% 12,655 $2.6M
Tenon Financial LLC 1.15% No change 11,673 $2.6M
Gallacher Capital Management LLC 1.20% Reduce -2.6% 12,635 $2.6M
Client 1ST Advisory Group, LLC 0.94% Add +0.8% 12,631 $2.6M
Partners Capital Investment Group, LLP 0.10% Reduce -6.7% 12,620 $2.6M
Frazier Financial Advisors, LLC 1.83% Reduce -6.4% 12,615 $2.6M
Forza Wealth Management, LLC 1.06% Reduce -2.2% 12,606 $2.6M
Collective Family Office LLC 0.66% Reduce -7.4% 12,606 $2.6M
Bank & Trust Co 2.05% Add +0.8% 12,604 $2.6M
Watershed Private Wealth LLC 0.94% Reduce -22.1% 12,604 $2.6M
Blake Schutter Theil Wealth Advisors, LLC 2.93% Add +0.0% 12,601 $2.6M
Power Wealth Management LLC 0.99% Reduce -0.1% 12,591 $2.6M
International Private Wealth Advisors LLC 2.21% Reduce -39.6% 12,574 $2.6M
Barden Capital Management, Inc. 2.26% Reduce -9.4% 12,569 $2.6M
Curtis Advisory Group, LLC 0.65% Add +0.3% 12,566 $2.6M
Capital Group Investment Management Pte. LTD. 0.46% Reduce -67.1% 12,550 $2.6M
Presper Financial Architects, LLC 1.92% — 12,545 $2.6M
Sterling Manor Financial, LLC 1.72% Reduce -1.6% 12,545 $2.6M
Momentous Wealth Management, Inc. 1.66% Reduce -2.8% 12,529 $2.6M
Saxony Capital Management, LLC 1.97% Reduce -3.0% 12,522 $2.6M
Y.D. More Investments Ltd 0.18% Reduce -13.4% 12,528 $2.6M
Apex Wealth Management, LLC 2.06% Add +3.1% 12,511 $2.6M
Peak Retirement Planning, Inc. 1.04% Add +14.1% 12,509 $2.6M
Measured Risk Portfolios, Inc. 2.87% Add +2.2% 12,508 $2.6M
Elkhorn Partners Limited Partnership 1.86% Reduce -1.6% 12,500 $2.6M
Fortitude Financial, LLC 2.28% Add +1903.6% 26,207 $2.6M
Baron Capital (BAMCO) 0.01% Reduce -96.1% 12,471 $2.6M
WealthCollab, LLC 1.44% Add +0.3% 12,461 $2.6M
Weinberger Asset Management, Inc 0.99% Reduce -1.9% 12,455 $2.6M
Gray Private Wealth, LLC 1.37% Add +11.3% 12,434 $2.6M
Peterson Wealth Advisors, LLC 0.42% Add +0.3% 12,424 $2.5M
WESPAC Advisors, LLC 1.78% Reduce -0.1% 12,419 $2.5M
SFG Wealth Management, LLC. 1.54% Reduce -2.2% 12,411 $2.5M
Clarity Capital Advisors, LLC 1.48% Reduce -2.0% 12,398 $2.5M
Professional Financial Advisors, LLC 0.59% Reduce -8.7% 12,392 $2.5M
Macroview Investment Management LLC 2.08% Add +3.0% 12,386 $2.5M
Park Edge Advisors, LLC 0.65% Add +6.2% 12,378 $2.5M
Monte Financial Group, LLC 0.99% Add +17.4% 12,373 $2.5M
PTM Wealth Management, LLC 1.68% Add +23.6% 11,887 $2.5M
Ariadne Wealth Management, LP 1.21% Add +7.2% 10,870 $2.5M
Wbi Investments, LLC 0.66% Reduce -11.9% 12,344 $2.5M
Systematic Financial Management LP 0.07% No change 12,335 $2.5M
FSC Wealth Advisors, LLC 1.60% Reduce -4.5% 12,326 $2.5M
Sterling Investment Management, LLC 1.67% Reduce -2.6% 12,325 $2.5M
Pinnacle Wealth Management Group, Inc. 1.45% New 12,322 $2.5M
Keyes, Stange & Wooten Wealth Management, LLC 1.31% Reduce -0.8% 12,314 $2.5M
Halter Ferguson Financial Inc. 0.93% Add +3.4% 12,306 $2.5M
Commonwealth Retirement Investments LLC 0.96% Add +0.1% 12,304 $2.5M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.30% No change 12,277 $2.5M
Red Crane Wealth Management, LLC 2.29% Add +1.5% 12,260 $2.5M
Flagstone Financial Management 0.72% Reduce -0.9% 12,216 $2.5M
Basepoint Wealth LLC 1.94% Reduce -3.6% 12,212 $2.5M
Grace & White Inc. 0.46% No change 12,179 $2.5M
HTG Investment Advisors, Inc. 0.93% Reduce -4.9% 12,173 $2.5M
Raffa Wealth Management, LLC 0.50% Add +3.8% 12,171 $2.5M
WJ Wealth Management, LLC 0.79% Reduce -17.6% 12,154 $2.5M
LeConte Wealth Management, LLC 1.69% Add +28.4% 12,154 $2.5M
Solutions 4 Wealth, Ltd 4.15% Reduce -0.0% 12,147 $2.5M
Fairbanks Capital Management, Inc. 1.42% Add +14.7% 12,122 $2.5M
EDENTREE ASSET MANAGEMENT Ltd 0.69% Reduce -10.4% 12,121 $2.5M
Financial Symmetry Inc 1.28% Add +2.6% 12,109 $2.5M
Penobscot Wealth Management 0.88% Reduce -1.6% 12,043 $2.5M
Birchbrook, Inc. 1.32% Add +1.5% 12,029 $2.5M
Glass Jacobson Investment Advisors llc 0.95% Reduce -43.9% 11,998 $2.5M
Apeiron RIA LLC 0.63% Reduce -8.4% 11,988 $2.5M
Live Oak Investment Partners 1.88% Reduce -1.3% 11,934 $2.4M
Sirios Capital Management L P 0.35% Add +12.4% 11,932 $2.4M
Richwood Investment Advisors, LLC 2.01% Reduce -0.5% 11,925 $2.4M
Red Cedar Investment Management, LLC 0.31% No change 11,921 $2.4M
Rosenberg Matthew Hamilton 0.57% Reduce -1.3% 11,889 $2.4M
Oldfather Financial Services, LLC 0.84% Reduce -2.9% 11,883 $2.4M
Carmel Capital Partners, LLC 0.85% Add +9.9% 11,864 $2.4M
BIP Alliance, LLC 0.93% Add +7.4% 11,856 $2.4M
Aspen Wealth Management LLC 0.60% Add +1.3% 11,783 $2.4M
Shayne & Jacobs, LLC 0.80% Add +0.0% 11,774 $2.4M
X-Square Capital, LLC 0.87% Add +1.9% 11,771 $2.4M
Global Wealth Strategies & Associates 0.69% Reduce -4.7% 11,769 $2.4M
Rather & Kittrell, Inc. 0.48% Reduce -2.5% 11,761 $2.4M
Womack Financial LLC 2.01% Add +2.5% 11,758 $2.4M
Bay Capital Advisors, LLC 1.84% Reduce -0.7% 11,751 $2.4M
Renasant Bank 1.61% Reduce -4.7% 11,747 $2.4M
Warner Financial, Inc. 0.99% Reduce -23.6% 11,727 $2.4M
Precision Wealth Strategies, LLC 0.78% Add +171.6% 11,725 $2.4M
WorthPointe, LLC 1.01% Reduce -9.5% 11,722 $2.4M
Pinnacle Wealth Management, LLC 2.01% Add +67.9% 11,721 $2.4M
SMART Wealth LLC 0.75% Reduce -5.4% 11,710 $2.4M
Latitude Advisors, LLC 1.21% Add +3.0% 11,708 $2.4M
Pennington Partners & Co., LLC 1.29% Add +130.1% 11,707 $2.4M
North Forty Two & Co. 2.55% Reduce -3.9% 11,693 $2.4M
Catalyst Private Wealth, LLC 1.07% Reduce -5.1% 11,678 $2.4M
Private Wealth Advisors, LLC 0.94% Reduce -1.1% 11,637 $2.4M
Prudent Investors Network, Inc. 0.64% Add +0.9% 11,607 $2.4M
Factorial Partners, LLC 1.72% No change 11,600 $2.4M
Paradigm Capital Management, LLC 2.38% Reduce -0.8% 11,578 $2.4M
Defined Wealth Management, LLC 1.47% Add +2.0% 11,575 $2.4M
Alaska Wealth Advisors, LLC 0.34% Add +43.5% 11,548 $2.4M
Brown Capital Management LLC 0.07% Reduce -17.1% 11,517 $2.4M
Compass Wealth Management LLC 0.56% Add +6.2% 11,503 $2.4M
MFA Wealth Services 1.77% Reduce -2.8% 11,463 $2.4M
VSM Wealth Advisory, LLC 0.78% Reduce -0.5% 11,455 $2.4M
Threadgill Financial, LLC 1.26% Add +0.1% 11,442 $2.3M
Clear Point Advisors Inc. 1.98% Reduce -0.0% 11,423 $2.3M
Christensen, King & Associates Investment Services, Inc. 1.07% Reduce -3.6% 11,420 $2.3M
NDVR, Inc. 2.19% Add +21.8% 11,404 $2.3M
Lakeshore Capital Group, Inc. 2.08% Add +15.9% 11,404 $2.3M
Builder Investment Group Inc. 0.58% Reduce -0.0% 11,381 $2.3M
Kelman-Lazarov, Inc. 0.38% Reduce -1.9% 11,368 $2.3M
Kaufman Rossin Wealth, LLC 1.47% Add +39.5% 11,319 $2.3M
5th Street Advisors, LLC 1.15% Reduce -24.8% 11,310 $2.3M
HF Advisory Group, LLC 0.92% Add +0.2% 11,309 $2.3M
Wedgewood Investors Inc. 2.67% Reduce -0.5% 11,301 $2.3M
NBZ Investment Advisors LLC 1.33% Reduce -17.9% 11,296 $2.3M
Wiser Wealth Management, Inc 0.58% Add +4.1% 11,282 $2.3M
Tandem Investment Partners LLC 2.02% Add +8.5% 11,271 $2.3M
Intrepid Capital Management Inc. 1.22% Reduce -6.4% 11,255 $2.3M
Sard Wealth Management Group, LLC 1.42% Reduce -8.2% 11,250 $2.3M
Steph & Co. 0.75% Reduce -0.7% 11,243 $2.3M
Autumn Glory Partners, LLC 1.08% Reduce -1.1% 11,233 $2.3M
Maverick Capital 0.04% New 11,229 $2.3M
Legend Financial Advisors, Inc. 1.53% Add +40.6% 11,211 $2.3M
Northeast Financial Group, Inc. 0.73% Add +17.9% 11,194 $2.3M
Hickory Point Bank & Trust 1.85% Add +4.4% 11,180 $2.3M
Viewpoint Investment Partners Corp. 1.25% Add +99.7% 11,176 $2.3M
Hartmann Taylor Wealth Management, LLC 1.91% Add +14.9% 11,172 $2.3M
Second Half Financial Partners, LLC 1.08% Add +0.1% 11,168 $2.3M
Gibson Capital, LLC 0.45% Reduce -8.0% 11,157 $2.3M
Eaton-Cambridge Inc. 0.86% Add +2.0% 11,157 $2.3M
Darwin Wealth Management, LLC 0.79% Reduce -46.5% 11,155 $2.3M
Blossom Wealth Management 4.05% Add +1.6% 11,125 $2.3M
New Perspectives, Inc 1.13% Reduce -11.0% 11,100 $2.3M
ETF Portfolio Partners, Inc. 0.63% No change 11,087 $2.3M
Cornerstone National Bank & Trust Co 0.98% Add +67.9% 11,082 $2.3M
Financial Freedom, LLC 1.22% Reduce -1.7% 11,070 $2.3M
Strategic Wealth Investment Group, LLC 3.28% Add +11.2% 11,031 $2.3M
TrueWealth Advisors, LLC 0.67% Reduce -2.9% 11,030 $2.3M
4WEALTH Advisors, Inc. 2.35% Reduce -2.0% 11,020 $2.3M
Groesbeck Investment Management Corp. 3.96% Reduce -1.6% 11,010 $2.3M
Robinson Smith Wealth Advisors LLC 1.80% Reduce -20.1% 11,008 $2.3M
Lighthouse Financial LLC 1.73% Reduce -0.9% 11,004 $2.3M
Fiduciary Wealth Partners, LLC 2.13% Reduce -31.5% 11,004 $2.3M
Investment Counsel Co. of Nevada 4.62% No change 11,002 $2.3M
Cohen & Steers, Inc. 0.00% Reduce -1.1% 11,000 $2.3M
PYA Waltman Capital, LLC 0.65% Add +0.1% 10,991 $2.3M
Adams Wealth Management 0.43% Reduce -17.6% 10,960 $2.2M
DecisionPoint Financial, LLC 0.57% Reduce -22.1% 10,810 $2.2M
GenWealth Group, Inc. 0.45% Add +3.0% 10,939 $2.2M
Axis Wealth Partners, LLC 1.47% Add +5.3% 10,910 $2.2M
Cohen Capital Management, Inc. 0.36% No change 10,905 $2.2M
PARK CIRCLE Co 1.92% No change 10,900 $2.2M
Catalyst Capital Advisors LLC 0.05% Reduce -55.4% 10,882 $2.2M
Bingham Private Wealth, LLC 2.13% Add +39.1% 15,852 $2.2M
Arbor Capital Management Inc. 1.94% Reduce -2.0% 10,752 $2.2M
Code Waechter LLC 1.59% Add +32.3% 10,871 $2.2M
Allen Wealth Management, LLC 1.56% Reduce -2.1% 10,857 $2.2M
VAUGHAN & Co SECURITIES, INC. 1.28% Reduce -1.8% 10,840 $2.2M
ShankerValleau Wealth Advisors, Inc. 0.63% No change 10,810 $2.2M
Terra Nova Asset Management LLC 1.55% Reduce -28.0% 10,809 $2.2M
Von Berge Wealth Management Group, LLC 1.24% Reduce -4.0% 10,336 $2.2M
Forte Asset Management LLC 1.13% Reduce -0.4% 10,778 $2.2M
Roth Financial Partners LLC 0.80% No change 10,765 $2.2M
HFG Wealth Management, LLC 1.35% Add +0.0% 9,936 $2.2M
Gladius Capital Management LP 3.46% Reduce -80.5% 10,756 $2.2M
Sterling Wealth Management, Inc. 0.75% — 10,733 $2.2M
Camelot Portfolios, LLC 1.32% Add +2.3% 10,715 $2.2M
Powers Advisory Group, LLC 0.97% Add +1.5% 10,698 $2.2M
Gordian Advisors LLC 1.57% Add +5.3% 10,698 $2.2M
Alexis Investment Partners, LLC 0.94% Reduce -11.2% 10,811 $2.2M
Vested Financial Planning, LLC 1.95% No change 10,696 $2.2M
Ipsen Advisor Group LLC 1.67% Add +61.0% 10,693 $2.2M
Nicholson Wealth Management Group, LLC 1.35% Add +3.3% 10,686 $2.2M
A. D. Beadell Investment Counsel, Inc. 1.68% Reduce -8.9% 10,687 $2.2M
Cottonwood Capital Advisors, LLC 1.47% Reduce -4.9% 10,668 $2.2M
Ssi Investment Management LLC 0.88% Reduce -32.1% 10,656 $2.2M
Lumbard & Kellner, LLC 0.95% Reduce -11.6% 10,653 $2.2M
Chiron Capital Management, LLC 1.89% Reduce -1.2% 10,608 $2.2M
Smart Portfolios, LLC 2.19% Reduce -0.3% 10,604 $2.2M
Signature Wealth Management Group 0.86% Add +0.7% 10,604 $2.2M
Nicholson Meyer Capital Management, Inc. 1.84% Reduce -3.3% 10,598 $2.2M
Vista Investment Management 0.81% Reduce -3.1% 10,591 $2.2M
Altiora Financial Group, LLC 0.42% No change 10,590 $2.2M
Rebalance, LLC 0.15% Reduce -14.9% 10,578 $2.2M
Franklin, Parlapiano, Turner & Welch, LLC 0.57% No change 10,568 $2.2M
Uncommon Cents Investing LLC 0.58% Add +2.8% 10,562 $2.2M
Tower Wealth Partners, Inc. 1.28% Add +4.5% 10,537 $2.2M
AmeriServ Wealth Advisors 1.06% Reduce -2.4% 10,495 $2.2M
Lake Hills Wealth Management, LLC 1.23% Add +1.3% 10,476 $2.1M
Tudor Financial Inc. 1.22% Reduce -6.5% 10,468 $2.1M
Trinity Wealth Management, LLC 0.85% Add +12.5% 10,467 $2.1M
Briaud Financial Planning Inc 0.85% Add +0.8% 10,446 $2.1M
Baring Financial LLC 1.60% Add +8.6% 10,429 $2.1M
Payne Capital Management, LLC 0.82% Add +1.0% 10,393 $2.1M
Mustard Seed Financial, LLC 1.54% Add +0.7% 10,388 $2.1M
Master's Wealth Management Inc. 0.99% Add +0.0% 10,383 $2.1M
Stephens Consulting, LLC 0.51% Reduce -15.1% 10,365 $2.1M
Leonard Rickey Investment Advisors P.L.L.C. 0.42% Reduce -0.2% 10,363 $2.1M
Kaydan Wealth Management, Inc. 0.70% Add +2.3% 10,360 $2.1M
Prosperity Planning, Inc. 0.86% No change 10,349 $2.1M
WealthTrust Asset Management, LLC 1.59% Reduce -46.0% 10,349 $2.1M
CogentBlue Wealth Advisors, LLC 1.63% Reduce -18.4% 10,349 $2.1M
Motley Fool Wealth Management, LLC 0.13% Reduce -41.7% 10,346 $2.1M
Palouse Capital Management, Inc. 1.42% Reduce -0.0% 10,338 $2.1M
SkyView Investment Advisors, LLC 0.30% Add +10.0% 10,545 $2.1M
Landmark Wealth Management, LLC 0.90% Add +0.1% 10,311 $2.1M
Element Wealth, LLC 0.97% Add +1.0% 10,311 $2.1M
Legacy Financial Group LLC 0.29% Reduce -3.8% 10,292 $2.1M
Pavion Blue Capital, LLC 0.94% Add +0.0% 10,292 $2.1M
Tripletail Wealth Management, LLC 3.01% — 9,241 $2.1M
Burns Matteson Capital Management, LLC 1.02% Reduce -6.9% 10,274 $2.1M
Rik Saylor Financial, Inc. 1.62% Add +0.1% 10,246 $2.1M
Maxele Advisors, LLC 1.83% Reduce -0.4% 10,243 $2.1M
Retirement Planning Group, LLC / NY 1.85% Add +1.9% 10,242 $2.1M
Lifestyle Asset Management, Inc. 0.98% Add +26.9% 10,215 $2.1M
Oakwell Private Wealth Management, LLC 0.48% Reduce -5.5% 10,207 $2.1M
Abound Financial, LLC 0.92% Add +0.0% 10,198 $2.1M
Conrad Siegel Investment Advisors, Inc. 0.47% Reduce -1.6% 10,194 $2.1M
Ami Investment Management Inc. 0.54% Reduce -5.2% 10,192 $2.1M
WealthCare Investment Partners, LLC 0.75% Add +2.8% 9,781 $2.1M
Sprinkle Financial Consultants LLC 1.27% Reduce -3.3% 10,153 $2.1M
Panoramic Investment Advisors, LLC 1.28% Reduce -11.0% 10,140 $2.1M
PCG Wealth Advisors, LLC 1.06% Add +1.6% 10,133 $2.1M
Carrera Capital Advisors 0.42% Reduce -22.0% 10,110 $2.1M
Tealwood Asset Management Inc. 0.92% Reduce -2.1% 10,107 $2.1M
Wilkins Miller Wealth Management, LLC 1.41% Reduce -4.0% 10,107 $2.1M
Pinnacle Financial Group, LLC / IL 0.69% Reduce -6.6% 10,108 $2.1M
Napean Trading & Investment Co (Singapore) PTE Ltd 0.55% Reduce -63.2% 10,100 $2.1M
Sequent Planning LLC 0.66% Add +47.6% 10,097 $2.1M
Navera Investment Management Ltd. 0.04% Reduce -7.1% 10,094 $2.1M
Marathon Trading Investment Management LLC 1.27% Add +138.9% 10,090 $2.1M
Seed Wealth Management, Inc. 1.54% Reduce -2.2% 10,086 $2.1M
Wealthgarden F.S. LLC 1.71% Add +6.1% 9,936 $2.1M
Econ Financial Services Corp 1.06% Reduce -1.6% 10,046 $2.1M
Flaharty Asset Management, LLC 0.28% Add +4.8% 10,044 $2.1M
Insight Wealth Partners, LLC 1.14% Reduce -0.4% 10,021 $2.1M
Parallax Volatility Advisers, L.P. 0.10% Reduce -96.9% 10,016 $2.1M
Forthright Family Wealth Advisory LLC 1.30% Reduce -0.6% 10,007 $2.1M
FDx Advisors, Inc. 0.63% Reduce -1.4% 10,008 $2.1M
SCP Investment, LP 1.65% No change 10,000 $2.1M
Cassia Capital Partners, LLC 1.23% Reduce -0.9% 9,997 $2.1M
BCK Capital Management LP 1.78% Add +53.8% 9,996 $2.1M
Newton One Investments LLC 0.64% Reduce -4.5% 9,963 $2.0M
Aspen Wealth Strategies, LLC 1.23% Reduce -38.0% 9,961 $2.0M
Smart Money Group LLC 0.64% Add +9.7% 9,946 $2.0M
Brand Asset Management Group, Inc. 0.76% Reduce -3.4% 9,940 $2.0M
Hara Capital LLC 1.26% Reduce -12.7% 9,936 $2.0M
ForthRight Wealth Management, LLC 0.64% Add +0.3% 9,936 $2.0M
Future You Wealth LLC 1.11% Reduce -1.4% 9,917 $2.0M
Wealthcare Capital Management LLC 0.21% Reduce -27.4% 9,903 $2.0M
Clifford Group, LLC 1.66% Reduce -6.8% 9,867 $2.0M
Reyes Financial Architecture, Inc. 1.74% Add +17.7% 9,861 $2.0M
Shakespeare Wealth Management, LLC 0.54% Reduce -0.1% 9,858 $2.0M
Innova Wealth Partners 1.19% Reduce -1.1% 9,834 $2.0M
HMV Wealth Advisors, LLC 1.32% Reduce -36.8% 9,828 $2.0M
1620 Investment Advisors, Inc. 1.46% Add +1.4% 9,825 $2.0M
Aufman Associates Inc 1.24% Add +34.3% 9,805 $2.0M
Boyce & Associates Wealth Consulting, Inc. 1.84% Add +0.9% 9,704 $2.0M
Bellwether Advisors, LLC 0.34% Add +5.4% 9,799 $2.0M
Meredith Wealth Planning 0.73% Add +0.3% 9,788 $2.0M
Silver Oak Advisory Group, Inc. 0.97% Add +6.8% 9,789 $2.0M
FC Advisory LLC 0.62% Add +0.1% 9,772 $2.0M
Osprey Private Wealth LLC 1.09% Add +9.3% 9,375 $2.0M
Elevate Wealth Advisory, Inc. 1.42% Reduce -6.3% 9,750 $2.0M
Lloyd Advisory Services, LLC. 0.97% Add +28.2% 15,022 $2.0M
HT Partners LLC 0.61% Reduce -2.0% 9,723 $2.0M
Financial Network Wealth Advisors LLC 2.42% Reduce -6.9% 9,718 $2.0M
Financial Harvest, LLC 1.49% New 9,710 $2.0M
Plan A Wealth LLC 1.13% Add +49.1% 9,695 $2.0M
Prasad Wealth Partners, LLC 0.58% Add +3.5% 9,693 $2.0M
Rezny Wealth Management, Inc. 0.49% Add +3.8% 9,677 $2.0M
Omega Financial Group, LLC 0.71% Add +25.0% 9,657 $2.0M
Causey Wealth LLC 1.02% Reduce -10.6% 9,640 $2.0M
City National Bank of Florida 1.44% Add +7.7% 9,614 $2.0M
Vermillion Wealth Management, Inc. 0.94% Reduce -7.1% 9,599 $2.0M
Clark & Stuart, Inc 1.48% Add +9.8% 9,580 $2.0M
Provident Wealth Management, LLC 0.64% Reduce -0.6% 9,573 $2.0M
Objective Capital Management, LLC 2.20% Reduce -12.6% 9,565 $2.0M
RTD Financial Advisors, Inc. 0.25% Reduce -0.6% 9,556 $2.0M
Sierra Ocean, LLC 1.41% Reduce -1.0% 9,533 $2.0M
QVR LLC 1.97% — 9,525 $2.0M
Smith Asset Management Co., LLC 1.69% Add +31.4% 9,515 $2.0M
Aspiring Ventures, LLC 0.91% Reduce -13.3% 9,511 $2.0M
Krane Funds Advisors LLC 0.08% Reduce -9.6% 9,502 $1.9M
Future Financial Wealth Managment LLC 1.33% Reduce -2.1% 9,492 $1.9M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.43% Reduce -54.6% 9,467 $1.9M
MPWM Advisory Solutions, LLC 1.23% Reduce -10.7% 9,462 $1.9M
Williams & Novak, LLC 1.65% Add +0.1% 9,458 $1.9M
Family Office Research LLC 0.92% Reduce -7.8% 9,450 $1.9M
Access Financial Services, Inc. 0.73% Reduce -0.3% 9,420 $1.9M
Miller Investment Management, LP 0.20% Reduce -0.5% 9,418 $1.9M
McNaughton Wealth Management, LLC 0.86% Add +10.2% 9,415 $1.9M
Prospect Financial Group LLC 2.02% Add +0.2% 9,413 $1.9M
Voisard Asset Management Group, Inc. 0.50% Add +6.2% 9,403 $1.9M
Broadway Wealth Solutions, Inc. 1.20% Add +13.0% 9,393 $1.9M
Longfellow Investment Management Co. LLC 0.48% Add +11479.0% 9,379 $1.9M
Bonfire Financial 1.58% Add +1.1% 9,378 $1.9M
Koesten, Hirschmann & Crabtree, INC. 0.99% Add +3.1% 9,372 $1.9M
Howard Bailey Securities, LLC 0.59% Reduce -22.7% 9,363 $1.9M
Brightwater Advisory LLC 1.38% Reduce -2.2% 9,343 $1.9M
Authentikos Wealth Advisory, LLC 1.33% Reduce -56.1% 9,335 $1.9M
Ithaka Group LLC 0.33% Reduce -90.8% 9,326 $1.9M
Holos Integrated Wealth LLC 1.15% Reduce -11.7% 8,342 $1.9M
Phocas Financial Corp. 0.28% No change 9,325 $1.9M
Divergent Planning, LLC 0.56% Reduce -10.0% 9,180 $1.9M
Vestia Personal Wealth Advisors 1.30% Add +0.6% 9,284 $1.9M
Element Squared LLC 1.19% — 9,270 $1.9M
Councilor Wealth, LLC 0.88% Add +0.1% 9,235 $1.9M
Tran Capital Management, L.P. 0.22% Reduce -0.4% 9,234 $1.9M
Presidio Capital Management, LLC 0.73% Reduce -5.2% 9,210 $1.9M
EnRich Financial Partners LLC 0.58% Reduce -0.4% 9,210 $1.9M
Climber Capital SA 1.21% Reduce -21.1% 9,232 $1.9M
Stanich Group LLC 1.69% Add +36.4% 9,021 $1.9M
Echo45 Advisors LLC 1.19% Add +0.2% 9,171 $1.9M
Harbor Group, Inc. 0.33% Reduce -1.6% 9,165 $1.9M
Eagle Wealth Strategies LLC 1.05% Reduce -0.5% 9,161 $1.9M
Pring Turner Capital Group Inc. 1.21% Reduce -0.2% 9,146 $1.9M
Strive Asset Management, LLC 1.13% Reduce -22.3% 9,127 $1.9M
Brasada Capital Management, LP 0.32% Reduce -37.1% 8,766 $1.9M
BCM Advisors, LLC 0.40% Add +2.9% 8,860 $1.9M
Ballew Advisors, Inc 1.11% Add +6.2% 8,758 $1.9M
JDH Wealth Management, LLC 1.43% Reduce -16.3% 9,116 $1.9M
JBGlobal.com LLC 1.94% Reduce -0.4% 9,115 $1.9M
Nebula Research & Development LLC 0.16% Add +422.4% 9,111 $1.9M
Morton Brown Family Wealth, LLC 0.57% Reduce -2.5% 9,103 $1.9M
Stewardship Advisors, LLC 0.47% Reduce -3.0% 9,100 $1.9M
Marshall & Sterling Wealth Advisors Inc. 1.26% Add +3.2% 9,123 $1.9M
Inman Jager Wealth Management, LLC 1.26% Add +2.6% 9,094 $1.9M
Fortress Financial Group, LLC 1.58% Add +2.0% 9,112 $1.9M
Flywheel Private Wealth LLC 1.49% Reduce -1.8% 9,073 $1.9M
Future Fund LLC 0.83% Add +32.3% 9,072 $1.9M
Horizon Kinetics Asset Management LLC 0.02% Add +42.4% 9,062 $1.9M
BlueSky Wealth Advisors, LLC 0.27% Add +5.3% 9,035 $1.9M
Cushing Capital Partners, LLC 1.57% Reduce -2.6% 9,035 $1.9M
AllGen Financial Advisors, Inc. 0.50% Add +1.3% 9,029 $1.9M
Wealthstar Advisors, LLC 0.70% Reduce -0.3% 9,027 $1.9M
David Kennon Inc 0.69% Reduce -0.5% 9,021 $1.9M
Gen-Wealth Partners Inc 0.71% Add +4.6% 9,019 $1.9M
Lauterbach Financial Advisors, LLC 1.02% Reduce -2.8% 9,012 $1.8M
GK Wealth Management LLC 1.84% Reduce -9.4% 9,004 $1.8M
Yeomans Consulting Group, Inc. 0.76% Reduce -3.7% 8,887 $1.8M
Carbahal Olsen Financial Services Group, LLC 1.57% Reduce -0.6% 8,998 $1.8M
Corsair Capital Management, L.P. 0.35% No change 8,986 $1.8M
Campbell Deegan Wealth Management, LLC 1.81% Reduce -3.7% 8,981 $1.8M
Probity Advisors, Inc. 0.32% Reduce -1.2% 8,970 $1.8M
Redwood Financial Network Corp 1.24% Add +1.1% 8,963 $1.8M
Armbruster Capital Management, Inc. 0.33% Reduce -1.6% 8,960 $1.8M
Granite FO LLC 1.04% Reduce -2.9% 8,954 $1.8M
Pingora Partners LLC 1.37% Reduce -0.4% 8,906 $1.8M
Burr Financial Services, LLC 1.54% Reduce -18.1% 8,905 $1.8M
Santori & Peters, Inc. 0.66% Reduce -0.6% 8,903 $1.8M
Cynosure Group, LLC 0.21% Add +9.5% 8,884 $1.8M
Hudson Portfolio Management LLC 1.70% Reduce -4.3% 8,883 $1.8M
Bravias Capital Group, LLC 1.34% Reduce -12.2% 8,872 $1.8M
Bruce G. Allen Investments, LLC 1.38% Reduce -0.3% 8,868 $1.8M
Optimize Financial Inc. 1.11% Reduce -10.4% 8,857 $1.8M
Abc Arbitrage SA 0.21% New 8,851 $1.8M
RHS Financial, LLC 1.03% Reduce -3.6% 8,842 $1.8M
KDK Private Wealth Management, LLC 1.94% Add +7.7% 8,841 $1.8M
TCP Asset Management, LLC 0.36% Reduce -1.1% 8,827 $1.8M
Cypress Financial Planning LLC 0.59% Add +0.3% 8,826 $1.8M
Disciplined Investments, LLC 0.77% Reduce -0.7% 8,814 $1.8M
OneAscent Wealth Management LLC 0.67% Add +18.2% 8,805 $1.8M
Motiv8 Investments LLC 1.10% Add +6.5% 8,772 $1.8M
TAGStone Capital, Inc. 0.74% Add +55.6% 7,841 $1.8M
DCF Advisers, LLC 0.86% Add +9.4% 8,750 $1.8M
Financial Advisory Corp 0.28% Reduce -4.1% 8,744 $1.8M
FSA Advisors, Inc. 1.46% Reduce -4.7% 8,741 $1.8M
Family Investment Center, Inc. 0.41% Add +11.8% 8,736 $1.8M
Base Wealth Management LLC 1.15% Add +4.7% 8,732 $1.8M
Next Level Wealth Planning, LLC 1.15% Add +2.7% 8,726 $1.8M
Parker Investment Management, LLC 0.27% Reduce -0.2% 8,712 $1.8M
Oliver Luxxe Assets LLC 0.32% Reduce -11.8% 8,708 $1.8M
Endeavor Private Wealth, Inc. 0.84% Reduce -0.7% 8,697 $1.8M
FMA Wealth Management, LLC 1.32% Reduce -6.3% 8,686 $1.8M
Hughes Financial Services, LLC 0.31% Add +26.9% 8,351 $1.8M
Cunning Capital Partners, LP 0.92% No change 8,640 $1.8M
Graney & King, LLC 1.19% Reduce -0.8% 8,638 $1.8M
Rosenblum Silverman Sutton S F Inc. 0.43% Reduce -2.3% 8,638 $1.8M
Blue Oak Capital, LLC 0.93% Add +77.5% 8,635 $1.8M
Keeler Thomas Management LLC 0.76% Reduce -48.6% 8,631 $1.8M
Grange Capital, LLC 1.85% Reduce -0.4% 8,615 $1.8M
Guidance Point Advisors, LLC 0.47% Reduce -0.3% 8,612 $1.8M
Level Financial Advisors 0.55% Reduce -2.6% 8,611 $1.8M
Insight 2811, Inc. 0.84% Reduce -0.1% 8,595 $1.8M
Sageworth Trust Co 0.10% Add +5.8% 8,580 $1.8M
Copperleaf Capital, LLC 0.89% Add +1.2% 8,562 $1.8M
Greenup Street Wealth Management LLC 0.31% Reduce -9.0% 8,553 $1.8M
Mma Asset Management LLC 0.67% Reduce -0.5% 8,550 $1.8M
Wisconsin Wealth Advisors, LLC 2.01% Add +7.3% 8,536 $1.8M
Kooman & Associates 0.59% Reduce -2.9% 8,532 $1.8M
Polen Capital Management LLC 0.01% Reduce -99.7% 8,526 $1.7M
Courage Miller Partners, LLC 0.55% Reduce -4.5% 8,524 $1.7M
Delphi Management Inc. 1.69% Reduce -7.7% 8,507 $1.7M
Capstone Wealth Management, LLC 1.53% Add +0.0% 8,495 $1.7M
Cedar Mountain Advisors, LLC 0.36% Reduce -3.2% 8,480 $1.7M
Valley Forge Investment Consultants Inc. Adv 0.56% Add +3.9% 8,477 $1.7M
Lakeside Advisors, INC. 1.12% Reduce -16.9% 8,475 $1.7M
Trevian Wealth Management LLC 1.06% Add +3.8% 8,472 $1.7M
First Fiduciary Investment Counsel, Inc. 0.34% Add +48.1% 8,465 $1.7M
Arkansas Financial Group, Inc. 0.27% Add +30.9% 8,465 $1.7M
Wealth Group Ltd 0.44% Reduce -0.4% 8,458 $1.7M
Galilei Investment Office LLP 0.88% No change 8,449 $1.7M
Tru Independence Asset Management 2, LLC 1.19% Add +0.4% 8,442 $1.7M
Wealth Advisors Northwest LLC 0.91% Add +8.6% 8,440 $1.7M
Brueske Advisory Services, LLC 1.18% Reduce -3.7% 8,427 $1.7M
Golden Road Advisors LLC 1.15% Reduce -15.8% 8,412 $1.7M
Garda Capital Partners LP 0.49% Reduce -36.3% 8,410 $1.7M
Retirement Solution LLC 0.44% Add +3.7% 8,395 $1.7M
Tandem Financial, LLC 1.61% Add +0.3% 8,378 $1.7M
OLIO Financial Planning 0.54% Reduce -2.2% 8,374 $1.7M
Fidelity D & D Bancorp Inc. 1.05% Reduce -12.5% 8,366 $1.7M
Bluesphere Advisors LLC 0.86% Reduce -3.4% 8,363 $1.7M
Instrumental Wealth, LLC 1.36% Reduce -2.5% 8,197 $1.7M
17 Capital Partners, LLC 0.99% Reduce -5.1% 8,354 $1.7M
HighMark Wealth Management LLC 0.84% Add +18.2% 8,344 $1.7M
Quattro Financial Advisors LLC 0.60% Reduce -68.7% 8,341 $1.7M
Genesis Wealth Advisors, LLC 1.28% No change 8,333 $1.7M
Waterford Advisors, LLC 0.63% Add +3224.8% 276,491 $1.7M
ACT Advisors, LLC. 0.79% Add +0.8% 8,315 $1.7M
Murphy & Mullick Capital Management Corp 1.39% Add +6.0% 8,257 $1.7M
M Wealth Management, LLC 1.57% No change 8,296 $1.7M
Robinswood Financial LLC 0.60% Add +3.8% 8,293 $1.7M
Keeler & Nadler Financial Planning & Wealth Management 0.68% Add +0.5% 8,282 $1.7M
Light Street Capital Management, LLC 0.35% Add +30.0% 8,276 $1.7M
David Wealth Management LLC 1.26% Add +28.2% 8,275 $1.7M
Accredited Wealth Management, LLC 1.38% New 8,270 $1.7M
Auour Investments LLC 0.58% No change 8,268 $1.7M
Nicholas Wealth, LLC. 1.49% Add +7.3% 8,268 $1.7M
Easterly Investment Partners LLC 0.12% No change 8,267 $1.7M
Kingdom Financial Group LLC. 1.48% Add +73.5% 8,237 $1.7M
Blalock Williams, LLC 1.68% Reduce -5.4% 8,176 $1.7M
FinDec Wealth Services, Inc. 1.75% Reduce -9.9% 8,172 $1.7M
Neo Ivy Capital Management 0.53% Reduce -56.8% 8,156 $1.7M
PFS Partners, LLC 0.84% Add +26.6% 8,154 $1.7M
Heck Capital Advisors, LLC 0.14% Reduce -13.5% 8,149 $1.7M
M.E. Allison & Co., Inc. 1.34% Reduce -0.1% 8,126 $1.7M
Verity Asset Management, Inc. 0.80% Add +10.6% 8,124 $1.7M
RiverGlades Family Offices LLC 1.09% Add +3.3% 8,110 $1.7M
Interactive Financial Advisors, Inc. 0.81% Add +0.1% 8,107 $1.7M
Astra Wealth Partners LLC 1.34% Add +8.1% 8,105 $1.7M
Legacy Bridge, LLC 0.79% Reduce -6.3% 8,092 $1.7M
Promus Capital, LLC 1.08% Add +4.6% 8,083 $1.7M
Leicht Financial Planning & Wealth Management, Inc. 0.79% No change 8,075 $1.7M
Entrewealth, LLC 1.14% Reduce -3.9% 8,068 $1.7M
White Wing Wealth Management 1.12% Reduce -1.0% 8,059 $1.7M
Eubel Brady & Suttman Asset Management Inc. 0.23% Reduce -2.5% 8,037 $1.6M
Sfm, LLC 1.06% Reduce -3.4% 8,037 $1.6M
Maven Securities LTD 0.43% New 8,189 $1.6M
Aristotle Capital Management, LLC 0.00% No change 8,000 $1.6M
Woodbridge Co Ltd 0.00% — 8,000 $1.6M
Impact Investors, Inc 1.16% Add +0.6% 7,998 $1.6M
Rwwm, Inc. 0.14% Reduce -22.9% 7,983 $1.6M
Capital Advisory Group Advisory Services, LLC 0.59% Reduce -22.7% 7,979 $1.6M
Oxford Asset Management LLP 0.54% New 7,975 $1.6M
Horizon Bancorp Inc. 0.82% Add +80.6% 7,969 $1.6M
BW Gestao de Investimentos Ltda. 0.15% No change 7,966 $1.6M
Penney Financial, LLC 0.83% Add +1.3% 7,958 $1.6M
Strategic Point Investment Advisors, LLC 0.25% Add +0.8% 7,956 $1.6M
Capital Investment Services of America, Inc. 0.15% Reduce -7.2% 7,954 $1.6M
Horizon Family Wealth, Inc. 0.99% Reduce -0.2% 7,944 $1.6M
Arrow Investment Advisors, LLC 1.58% New 12,524 $1.6M
Capital Management Associates 2.64% No change 7,900 $1.6M
Strid Group, LLC 0.23% Reduce -8.1% 7,895 $1.6M
Truefg, LLC 0.48% New 7,885 $1.6M
Hobart Private Capital, LLC 0.37% Reduce -0.9% 7,883 $1.6M
Holland Advisory Services, Inc. 2.36% Add +0.3% 7,875 $1.6M
Independent Family Office, LLC 0.75% Add +24.2% 7,857 $1.6M
Omnitrust Wealth Management, Inc 1.89% — 5,549 $1.6M
Plum Street Advisors, LLC 0.71% Reduce -0.8% 7,823 $1.6M
William Howard & Co Financial Advisors Inc 1.40% Add +0.0% 7,818 $1.6M
Lee Johnson Capital Management, LLC 0.55% Reduce -73.0% 7,811 $1.6M
Cobblestone Asset Management LLC 0.84% Reduce -2.9% 7,798 $1.6M
Alpha DNA Investment Management LLC 30.41% Reduce -1.3% 7,785 $1.6M
Stegent Equity Advisors, Inc. 1.41% Add +10.8% 7,767 $1.6M
Cedar Wealth Management, LLC 0.54% Add +8.8% 7,760 $1.6M
Lowery Thomas, LLC 1.02% Add +0.0% 7,753 $1.6M
Financial Guidance Group, Inc. 0.77% No change 7,746 $1.6M
Bosman Wealth Management, LLC 1.41% No change 7,736 $1.6M
Morris Financial Concepts, Inc. 0.63% Reduce -0.2% 7,733 $1.6M
Matrix Private Capital Group LLC 0.93% Reduce -41.3% 7,725 $1.6M
Continental Investors Services, Inc. 2.85% Add +1.5% 7,725 $1.6M
Meridian Financial Advisors, LLC 1.02% Reduce -9.7% 7,719 $1.6M
Profit Investment Management, LLC 1.42% Reduce -2.8% 7,700 $1.6M
Horrell Capital Management, Inc. 0.64% Reduce -0.6% 7,699 $1.6M
Warburton Capital Management, LLC 0.94% Add +14.3% 7,474 $1.6M
Tolleson Wealth Management, Inc. 0.27% Add +0.3% 7,694 $1.6M
Stephenson & Company, Inc. 0.96% Add +7.1% 7,683 $1.6M
Donor Advised Charitable Giving, Inc. 0.03% No change 7,671 $1.6M
New England Capital Financial Advisors LLC 0.72% Add +1.0% 7,642 $1.6M
Tilson Financial Group, Inc. 0.59% Add +11.4% 7,620 $1.6M
Valtrion Capital Management, LLC 1.87% Reduce -0.0% 7,612 $1.6M
Marotta Asset Management 0.31% Reduce -11.1% 7,558 $1.6M
denkapparat Operations GmbH 1.24% Add +29.1% 7,544 $1.5M
New Century Financial Group, LLC 1.82% Add +668.7% 7,541 $1.5M
Tribridge Partners Financial LLC 0.91% — 7,525 $1.5M
Oakland Financial Corp. 28.96% No change 7,500 $1.5M
BlueCrest Capital Management Ltd 0.21% New 7,459 $1.5M
Asset Allocation Strategies LLC 0.34% Add +2.1% 7,459 $1.5M
True Wealth Design, LLC 0.54% Add +3.2% 7,449 $1.5M
Williams Financial, LLC 1.67% Add +145.4% 7,449 $1.5M
C M Bidwell & Associates Ltd. 0.79% Reduce -5.9% 7,434 $1.5M
Cypress Point Wealth Management, LLC 0.37% Add +1.9% 7,432 $1.5M
Passive Capital Management, LLC. 0.47% Reduce -1.8% 7,323 $1.5M
Napa Wealth Management 0.73% Reduce -14.7% 7,409 $1.5M
GGM Financial LLC 0.88% Add +0.1% 7,402 $1.5M
Schwartz Investment Counsel Inc. 0.05% No change 7,400 $1.5M
Mason & Associates, LLC 0.38% Add +0.1% 7,392 $1.5M
Elm Partners Management LLC 0.09% Add +482.7% 7,354 $1.5M
Sippican Capital Advisors 1.09% Reduce -0.0% 7,308 $1.5M
Heron Bay Capital Management 0.29% Reduce -73.2% 7,301 $1.5M
BG Investment Services, LLC 1.87% Add +19.2% 7,297 $1.5M
Cannon Financial Strategists, Inc. 0.24% Reduce -0.8% 7,286 $1.5M
Blueshift Asset Management, LLC 0.46% Add +428.3% 7,259 $1.5M
Unique Wealth Strategies, LLC 0.62% Add +1.2% 7,256 $1.5M
Orgel Wealth Management, LLC 0.04% Reduce -3.2% 7,232 $1.5M
Coign Capital Advisors LLC 1.00% Add +1.3% 7,228 $1.5M
Swmg, LLC 0.50% Reduce -9.6% 6,924 $1.5M
Hubbell Strickland Wealth Management, LLC 0.65% Add +0.4% 7,204 $1.5M
Hopwood Financial Services, Inc. 1.16% Reduce -17.8% 7,203 $1.5M
Caitlin John, LLC 1.34% Add +192.0% 7,187 $1.5M
Newport Capital Group, LLC 1.00% Add +0.0% 7,185 $1.5M
Unified Investment Management 1.58% Add +3.3% 7,184 $1.5M
Sulzberger Capital Advisors, Inc. 1.72% Reduce -20.0% 7,184 $1.5M
Ascension Capital Advisors, Inc. 0.62% Reduce -3.6% 7,181 $1.5M
Whalen Wealth Management Inc. 0.92% Add +6.0% 7,175 $1.5M
Claris Advisors, LLC / Mo / 0.51% Reduce -32.4% 7,165 $1.5M
Meriwether Wealth & Planning, LLC 0.92% Add +8.8% 7,164 $1.5M
Squire Investment Management Company, LLC 0.54% Add +4.8% 7,154 $1.5M
American Financial & Tax Strategies Inc. 0.76% No change 7,150 $1.5M
Voya Financial Advisors, Inc. 0.15% Reduce -4.0% 7,275 $1.5M
Lionsbridge Wealth Management LLC 1.45% Reduce -59.0% 7,102 $1.5M
Kanen Wealth Management LLC 0.56% No change 7,100 $1.5M
Stonebridge Wealth Management, LLC 1.40% — 7,099 $1.5M
Fortis Advisors, LLC 0.93% Reduce -0.8% 7,096 $1.5M
IAG Wealth Partners, LLC 0.19% Add +3.2% 7,094 $1.5M
Arcadia Wealth Management, Inc. 0.99% No change 7,091 $1.5M
WPG Advisers, LLC 1.23% Reduce -13.6% 7,086 $1.5M
Barnes Pettey Financial Advisors, LLC 0.97% Add +1.1% 7,061 $1.4M
Range Financial Group LLC 0.57% Reduce -18.6% 7,059 $1.4M
Millington Financial Advisors, LLC 0.73% Reduce -8.7% 6,756 $1.4M
Eliot Finkel Investment Counsel, LLC 0.93% Reduce -10.2% 7,035 $1.4M
Matthew Goff Investment Advisor, LLC 0.27% Add +13.1% 7,010 $1.4M
Prentiss Smith & Co. Inc. 0.86% No change 7,009 $1.4M
Bayshore Asset Management, LLC 0.66% No change 7,008 $1.4M
Financial Sense Advisors, Inc. 0.35% Reduce -1.3% 7,008 $1.4M
Shelton Wealth Management, LLC 0.72% Reduce -0.8% 7,004 $1.4M
Essential Planning, LLC. 0.53% No change 7,002 $1.4M
Jordan Park Group LLC 0.09% No change 7,000 $1.4M
Interval Partners, LP 0.03% Reduce -75.2% 7,000 $1.4M
Stone Run Capital, LLC 0.57% No change 6,980 $1.4M
Stone House Investment Management, LLC 0.26% Add +3.5% 6,963 $1.4M
5T Wealth, LLC 0.73% Add +11.5% 6,961 $1.4M
JRM Investment Counsel, LLC 0.46% Reduce -42.7% 6,956 $1.4M
Marshall Financial Group Inc. 0.43% Reduce -1.4% 6,947 $1.4M
Mission Hills Financial Advisory, LLC 0.88% Add +72.8% 6,938 $1.4M
Earnest Partners LLC 0.01% No change 6,934 $1.4M
Lifelong Wealth Advisors, Inc. 0.47% Add +6.9% 6,918 $1.4M
Eagle Bluffs Wealth Management LLC 0.67% Reduce -0.8% 6,914 $1.4M
First International Bank of Israel Ltd. 0.84% — 6,911 $1.4M
Andina Capital Management, LLC 0.99% Add +1.6% 6,898 $1.4M
Goodman Financial Corp 0.28% Reduce -6.7% 6,889 $1.4M
Alliance Wealth Advisors, LLC 0.34% Reduce -56.8% 6,888 $1.4M
Seneca Financial Advisors LLC 0.54% Reduce -17.6% 6,888 $1.4M
JFG Wealth Management, LLC 0.30% Reduce -54.3% 6,886 $1.4M
D. Scott Neal, Inc. 0.70% No change 6,872 $1.4M
Quantum Financial Planning Services, Inc. 0.66% Reduce -15.1% 6,863 $1.4M
Braun-Bostich & Associates Inc. 0.96% Add +2.1% 6,855 $1.4M
Verde Capital Management 0.35% Add +2.7% 6,838 $1.4M
Hilltop Wealth Advisors, LLC 0.79% Reduce -8.2% 6,836 $1.4M
Good Steward Wealth Advisors,LLC 1.10% Reduce -5.1% 6,833 $1.4M
Gibson Wealth Advisors LLC 1.04% Add +0.0% 6,831 $1.4M
Stelac Advisory Services LLC 0.53% Add +8.0% 6,825 $1.4M
Hibernia Wealth Partners, LLC 0.51% Add +264.7% 6,817 $1.4M
Hill Investment Group Partners, LLC 0.18% Add +6.7% 6,803 $1.4M
Rempart Asset Management Inc. 0.27% Reduce -7.8% 6,802 $1.4M
Cedar Point Capital Partners, LLC 0.98% Reduce -0.1% 6,791 $1.4M
SRH Advisors, LLC 0.42% Add +0.0% 6,764 $1.4M
Heritage Wealth Management, Inc./Texas 0.69% Add +7.4% 6,763 $1.4M
Cornerstone Advisors Asset Management, LLC 0.27% Add +3.8% 6,724 $1.4M
Walker Financial Services, Inc. 0.63% Add +102.8% 6,717 $1.4M
Rodgers & Associates, LTD 0.15% Add +4.2% 6,682 $1.4M
Pitti Group Wealth Management, LLC 1.18% Add +10.0% 6,660 $1.4M
Mokosak Advisory Group, LLC 0.39% Add +9.5% 6,657 $1.4M
Prospera Capital Management, LLC 0.76% Add +5.2% 6,656 $1.4M
Lutz Financial Services LLC 0.11% Add +1.4% 6,652 $1.4M
Summit Investment Advisors, Inc. 1.12% Add +0.9% 6,740 $1.4M
Battery Global Advisors, LLC 0.67% Add +0.1% 6,644 $1.4M
Binnacle Investments Inc 0.89% Reduce -0.5% 6,630 $1.4M
Biltmore Wealth Management, LLC 0.55% Reduce -0.7% 6,629 $1.4M
Virtus Investment Advisers, LLC 0.46% New 6,623 $1.4M
Independence Financial Advisors, LLC 0.53% Reduce -0.3% 6,600 $1.4M
Ti-Trust, Inc. 0.91% Add +0.7% 6,580 $1.4M
Cornerstone Wealth Advisors, Inc. 0.35% Reduce -29.1% 6,574 $1.3M
Persium Advisors, LLC 1.12% Add +13.6% 6,567 $1.3M
SoundView Advisors Inc. 0.49% Reduce -8.7% 6,547 $1.3M
Corundum Trust Company, INC 3.54% Reduce -0.1% 6,540 $1.3M
Partners in Financial Planning 0.25% Add +0.0% 6,528 $1.3M
Evelyn Partners Asset Management Ltd 0.34% Reduce -58.9% 6,518 $1.3M
Prepared Retirement Institute LLC 0.79% Add +8.6% 6,507 $1.3M
Tandem Investment Advisors, Inc. 0.05% Reduce -6.9% 6,506 $1.3M
Verus Wealth Management, LLC 1.34% Reduce -1.6% 6,492 $1.3M
Wheelhouse Advisory Group LLC 0.66% Add +15.3% 6,488 $1.3M
Slocum, Gordon & Co LLP 1.07% Add +3.2% 6,448 $1.3M
FreeGulliver LLC 0.61% Reduce -15.4% 6,436 $1.3M
TABR Capital Management, LLC 1.13% Reduce -4.6% 6,433 $1.3M
Highland Financial Advisors, LLC 0.42% Add +1.6% 6,421 $1.3M
Ehrlich Financial Group 0.85% Add +3.1% 6,419 $1.3M
Kure Advisory, LLC 0.87% Reduce -2.8% 6,394 $1.3M
PFG Private Wealth Management, LLC 0.67% Add +2.8% 6,375 $1.3M
Alpha Zero LLC 0.85% Add +7.5% 6,373 $1.3M
Broyhill Asset Management, LLC 1.18% No change 6,325 $1.3M
ARK & TLK Investments, LLC 0.42% Reduce -2.5% 6,322 $1.3M
Hyperion Capital Advisors LP 0.81% Add +0.1% 6,296 $1.3M
Kilter Group LLC 0.68% Reduce -1.8% 6,279 $1.3M
Fortress Wealth Management, Inc. 0.62% No change 6,263 $1.3M
Adapt Wealth Advisors, LLC 0.57% Add +0.5% 6,257 $1.3M
North Point Portfolio Managers Corp. 0.22% Reduce -2.2% 6,256 $1.3M
Maltin Wealth Management, Inc. 0.58% Add +0.2% 6,255 $1.3M
DBK Financial Counsel, LLC 1.16% Add +13.9% 6,252 $1.3M
Silver Oak Wealth Advisors Services, LLC 0.92% No change 6,249 $1.3M
Davis Wealth Advisors, LLC 1.36% Add +141.7% 6,230 $1.3M
POM Investment Strategies, LLC 0.91% Reduce -7.6% 6,226 $1.3M
Lockerman Financial Group, Inc. 1.72% Reduce -2.3% 6,218 $1.3M
Yoffe Investment Management, LLC 1.74% Add +0.0% 6,212 $1.3M
Elite Life Management LLC 3.28% Add +6.1% 6,212 $1.3M
Beacon Harbor Wealth Advisors, Inc. 0.32% Reduce -3.1% 6,207 $1.3M
Greenhouse Wealth Management, LLC 0.82% No change 6,207 $1.3M
Stonekeep Investments, LLC 0.86% Reduce -3.6% 6,198 $1.3M
Tandem Wealth Advisors LLC 0.63% Add +9.1% 6,196 $1.3M
Websterrogers Financial Advisors, LLC 0.40% Reduce -4.0% 6,193 $1.3M
Seaside Wealth Management, Inc. 0.40% Add +8.2% 6,191 $1.3M
Wealth Management Nebraska 0.17% Add +5.2% 6,313 $1.3M
Dynamic Technology Lab Private Ltd 0.17% Add +223.2% 6,186 $1.3M
Saudi Central Bank 0.05% Add +4.4% 6,180 $1.3M
Compass Financial Services Inc 0.61% Add +17.2% 6,177 $1.3M
Hoge Financial Services, LLC 0.79% Add +7.3% 6,161 $1.3M
Altrius Capital Management Inc 0.30% Reduce -3.0% 6,170 $1.3M
Signal Tree Financial Partners LLC 1.09% Add +1.1% 6,170 $1.3M
Turim 21 Investimentos Ltda. 0.25% No change 6,170 $1.3M
Bare Financial Services, Inc 0.43% Add +10.7% 6,168 $1.3M
Donald L. Hagan, LLC 0.63% Add +0.8% 6,158 $1.3M
Gentry Private Wealth, LLC 0.96% Add +98.3% 6,152 $1.3M
TSA Wealth Managment LLC 0.46% Add +14.6% 6,149 $1.3M
Pacific Asset Management, LLC 1.01% Add +0.4% 6,146 $1.3M
Cooper Capital Advisors LLC 1.22% No change 6,136 $1.3M
Portland Investment Counsel Inc. 0.37% Add +19.5% 6,134 $1.3M
Silver Lake Advisory, LLC 0.54% Add +0.1% 6,133 $1.3M
Advanced Portfolio Management, LLC 3.51% No change 6,116 $1.3M
Alpha Financial Partners LLC 0.90% Add +9.3% 6,110 $1.3M
FWG Investments, LLC. 0.95% New 6,107 $1.3M
Andrew Hill Investment Advisors, Inc. 1.01% Reduce -65.0% 6,102 $1.3M
RMR Capital Management, LLC 0.89% Reduce -22.2% 6,096 $1.3M
Curio Wealth, LLC 0.55% Add +35741.2% 6,093 $1.3M
Grove Street Fiduciary, LLC 0.60% Reduce -0.3% 6,084 $1.2M
Mainsail Financial Group, LLC 0.58% Add +3.9% 5,952 $1.2M
Hiley Hunt Wealth Management 0.63% Add +0.1% 5,928 $1.2M
Asset Planning Corporation 0.66% Add +0.0% 6,058 $1.2M
Kraft, Davis & Associates, LLC 0.34% Add +0.5% 5,798 $1.2M
Afg Fiduciary Services Limited Partnership 0.80% Add +0.7% 5,968 $1.2M
Wakefield Asset Management LLLP 0.35% No change 6,037 $1.2M
Balance Wealth Partners LLC 0.72% Add +0.7% 6,026 $1.2M
Nova Wealth Management, Inc. 0.91% Add +5.9% 6,012 $1.2M
Wealth Watch Advisors, INC 0.71% Add +167.3% 8,723 $1.2M
McNamara Financial Services, Inc. 0.24% Add +0.0% 6,004 $1.2M
Wingate Wealth Advisors, Inc. 1.10% Reduce -8.0% 6,004 $1.2M
Compton Financial Group, LLC 0.32% Add +4.3% 6,002 $1.2M
Mork Capital Management, LLC 0.90% No change 6,000 $1.2M
Corecam Pte. Ltd. 0.69% New 6,000 $1.2M
Lesa Sroufe & Co 1.13% Reduce -1.2% 5,988 $1.2M
21 West Wealth Management LLC 1.23% — 5,924 $1.2M
Essential Partners LLC 0.48% — 5,907 $1.2M
Longview Financial Advisors LLC 0.76% Reduce -4.4% 5,907 $1.2M
Iron Horse Wealth Management, LLC 0.36% Add +17.1% 5,906 $1.2M
Presilium Private Wealth, LLC 0.25% Reduce -1.9% 5,904 $1.2M
Optivise Advisory Services LLC 0.62% Add +2.2% 5,900 $1.2M
Covestor Ltd 0.71% Reduce -19.6% 5,888 $1.2M
Alternative Investment Advisors, LLC. 0.60% Add +0.6% 5,882 $1.2M
Carolina Wealth Advisors, LLC 0.59% Add +20.7% 5,874 $1.2M
Prism Advisors, Inc. 0.34% Reduce -4.0% 5,870 $1.2M
Retirement Investment Advisors, Inc. 0.11% Reduce -8.0% 5,869 $1.2M
Sheridan Capital Management, LLC 0.83% Add +14.3% 5,865 $1.2M
Vermillion & White Wealth Management Group, LLC 0.78% Add +3.6% 5,855 $1.2M
MBE Wealth Management, LLC 0.52% Add +4.3% 5,851 $1.2M
Bush Investment Group, LLC 0.81% No change 5,846 $1.2M
AJ Advisors, LLC 0.53% Add +8.0% 5,836 $1.2M
Pollock Investment Advisors, LLC 0.98% Reduce -10.9% 5,836 $1.2M
HC Advisors, LLC 0.84% Reduce -1.3% 5,825 $1.2M
Optima Capital LLC 0.64% Add +13.9% 5,802 $1.2M
Columbia Advisory Partners LLC 0.90% Add +7.7% 5,800 $1.2M
Your Advocates Ltd., LLP 0.43% Add +0.3% 5,786 $1.2M
Vista Finance, LLC 1.02% No change 5,761 $1.2M
GoalFusion Wealth Management, LLC 0.60% New 5,736 $1.2M
Requisite Capital Management, LLC 0.25% Add +16.0% 5,736 $1.2M
Axecap Investments, LLC 0.77% Reduce -14.3% 5,733 $1.2M
Red Tortoise LLC 0.57% Add +0.9% 5,717 $1.2M
Hurley Capital, LLC 0.82% Add +14.8% 5,717 $1.2M
Baron Financial Group, LLC 0.69% Reduce -4.6% 5,715 $1.2M
Anderson Hoagland & Co. 0.11% Reduce -94.9% 5,692 $1.2M
Kiker Wealth Management, LLC 0.66% Reduce -7.4% 5,692 $1.2M
Durante & Waters, LLC 0.92% Reduce -1.2% 5,692 $1.2M
Lighthouse Wealth Management Inc. 1.01% Reduce -1.7% 5,689 $1.2M
Brown Financial Advisory 0.64% Add +50.8% 5,686 $1.2M
Blue Capital, Inc. 0.83% — 5,675 $1.2M
Tacita Capital Inc 0.75% Add +18.0% 5,674 $1.2M
Evergreen Wealth Management, LLC 0.65% Reduce -40.4% 5,671 $1.2M
Delta Wealth Advisors LLC 0.97% Reduce -3.1% 5,668 $1.2M
Aull & Monroe Investment Management Corp 0.62% Reduce -6.6% 5,657 $1.2M
Global View Capital Management LLC 0.37% Add +1.2% 5,652 $1.2M
Monument Group Wealth Advisors, LLC 0.73% Add +13.5% 5,646 $1.2M
Dynamic Financial Group 1.12% Add +2.2% 5,645 $1.2M
Beacon Financial Planning, Inc. 0.65% Add +7.7% 5,643 $1.2M
AMJ Financial Wealth Management 0.29% Reduce -8.8% 5,641 $1.2M
Emerald Mutual Fund Advisers Trust 0.07% Reduce -14.6% 5,639 $1.2M
Awm Capital, LLC 0.12% Reduce -5.0% 5,638 $1.2M
Keystone Financial Services, LLC 0.88% Reduce -2.4% 5,617 $1.2M
Post Resch Tallon Group Inc. 1.12% Reduce -26.0% 5,617 $1.2M
Foundation Wealth Management, LLC\PA 0.50% Add +5.2% 5,606 $1.2M
Welch Capital Partners LLC 0.26% Reduce -1.5% 5,601 $1.1M
Joule Financial, LLC 0.37% Reduce -4.3% 5,600 $1.1M
Clearview Wealth Advisors LLC 0.80% Add +1.6% 5,575 $1.1M
Galibier Capital Management Ltd. 0.34% No change 5,573 $1.1M
Alamar Capital Management, LLC 0.62% Add +0.0% 5,568 $1.1M
Del-Sette Capital Management, LLC 0.79% Reduce -58.4% 5,566 $1.1M
Higgins & Schmidt Wealth Strategies LLC 0.63% Add +0.5% 5,561 $1.1M
Guidance Capital, Inc. 0.33% Reduce -1.0% 5,635 $1.1M
Spurstone Advisory Services, LLC 17.26% Add +7.1% 5,551 $1.1M
Sincerus Advisory, LLC 1.07% Reduce -2.8% 5,317 $1.1M
Sharp Wealth Advisory, LLC 0.73% Add +17.1% 5,541 $1.1M
Copia Wealth Management 0.95% Add +2.5% 5,516 $1.1M
Endowment Wealth Management, Inc. 0.58% Add +17.8% 5,492 $1.1M
Tepp RIA, LLC 1.45% Reduce -6.5% 5,487 $1.1M
Avid Wealth Partners LLC 0.64% Add +30.1% 5,479 $1.1M
Beckerman Institutional, LLC 0.75% Add +1.9% 5,474 $1.1M
Genesis Private Wealth, LLC 0.53% Add +2.2% 5,458 $1.1M
Seneschal Advisors, LLC 0.88% Reduce -12.3% 5,455 $1.1M
Martin Worley Group 0.55% Add +7.7% 5,444 $1.1M
Atlas Wealth Partners, LLC 1.29% Reduce -2.5% 5,432 $1.1M
Gainplan LLC 0.51% Reduce -34.3% 5,426 $1.1M
First Washington CORP 0.36% Reduce -1.6% 5,414 $1.1M
Riverwater Partners LLC 0.52% Add +17.9% 5,404 $1.1M
BLVD Private Wealth, LLC 1.04% — 5,400 $1.1M
Chico Wealth RIA 0.88% Reduce -3.9% 5,393 $1.1M
Jentner Corp 0.30% Reduce -1.2% 5,390 $1.1M
Dymon Asia Capital (singapore) Pte. LTD. 0.78% New 5,386 $1.1M
SwitchPoint Financial Planning, LLC 0.90% Add +2.5% 5,379 $1.1M
Reston Wealth Management LLC 0.39% Add +16.3% 5,368 $1.1M
Harbor Asset Planning, Inc. 1.05% — 5,367 $1.1M
Idaho Trust Co 0.39% Reduce -4.9% 5,357 $1.1M
Attessa Capital LLC 0.70% Reduce -0.5% 5,356 $1.1M
Ackerman Capital Advisors, LLC 0.26% Reduce -1.8% 5,352 $1.1M
One Wealth Capital Management, LLC 0.52% Reduce -29.8% 5,351 $1.1M
Joel Adams & Associates, Inc. 0.97% No change 5,349 $1.1M
ZynergyRetirementPlanningLLC 0.74% No change 5,346 $1.1M
Boyd Wealth Management, LLC 0.47% Add +18.7% 5,337 $1.1M
Strategic Financial Partners, Ltd. 0.51% Reduce -7.1% 5,335 $1.1M
SummitTX Capital, L.P. 0.05% Reduce -90.4% 5,327 $1.1M
Beck Bode, LLC 0.18% Reduce -24.0% 5,322 $1.1M
Integrity Investment Advisors, LLC 0.84% Reduce -4.4% 5,293 $1.1M
Evolution Advisers, Inc. 0.53% Reduce -4.1% 5,266 $1.1M
Ridgepath Capital Management LLC 0.50% Add +7.6% 5,252 $1.1M
Gilbert Capital Group, Inc. 0.89% — 5,251 $1.1M
Oak Wealth Advisors LLC 0.69% No change 5,243 $1.1M
Total Wealth Planning, LLC 0.14% Add +1.8% 5,233 $1.1M
Seros Financial, LLC 0.68% Reduce -2.7% 5,224 $1.1M
Centiva Capital, LP 0.07% New 5,221 $1.1M
Hummer Financial Advisory Services Inc 0.80% Reduce -4.3% 5,203 $1.1M
Ackerman Asset Management, LLC 0.85% Reduce -6.1% 5,200 $1.1M
Game Creek Capital, LP 0.55% Reduce -2.8% 5,200 $1.1M
LWM Advisors Inc. 1.19% Reduce -0.1% 5,195 $1.1M
O'Keefe Stevens Advisory, Inc. 0.30% No change 5,194 $1.1M
Equita Financial Network, Inc. 0.42% Reduce -27.4% 5,164 $1.1M
Gardner Russo & Quinn 0.01% Reduce -1.9% 5,149 $1.1M
McGrath & Associates, Inc. 1.72% Reduce -8.7% 5,141 $1.1M
Great Oak Capital Partners, LLC 0.30% Reduce -0.2% 4,977 $1.1M
Guardian Wealth Management, Inc. 0.70% Reduce -0.8% 5,114 $1.0M
Beacon Wealthcare LLC 0.40% Add +1.1% 5,108 $1.0M
Greenfield Seitz Capital Management, LLC 0.37% No change 5,108 $1.0M
Centricity Wealth Management, LLC 0.84% Reduce -2.7% 5,096 $1.0M
Keener Financial Planning LLC 0.52% Add +16.6% 5,091 $1.0M
New England Professional Planning Group Inc. 0.47% Add +0.0% 5,080 $1.0M
Adalta Capital Management LLC 0.52% Reduce -10.5% 5,075 $1.0M
Black Swift Group, LLC 0.21% Reduce -18.8% 5,075 $1.0M
Prodigy Asset Management LLC 0.68% Add +13.0% 5,073 $1.0M
JMG Financial Group, Ltd. 0.03% Reduce -4.9% 5,070 $1.0M
von Borstel & Associates, Inc. 0.27% Add +15.0% 5,087 $1.0M
Mason Investment Advisory Services, Inc. 0.06% Reduce -0.1% 5,038 $1.0M
Synergy Investment Management, LLC 0.62% Add +1.1% 5,010 $1.0M
Walleye Trading LLC 0.03% Reduce -44.9% 5,000 $1.0M
Phillips Wealth Planners LLC 0.93% Reduce -3.2% 4,876 $1.0M
Lane Generational LLC 0.95% No change 4,987 $1.0M
Waycross Investment Management Co 1.06% Reduce -46.2% 4,986 $1.0M
Mullooly Asset Management, Inc. 0.43% Reduce -7.0% 4,974 $1.0M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1.49% Reduce -80.9% 4,960 $1.0M
AlpenGlobal Capital LLC 0.61% Add +2.1% 4,960 $1.0M
Consultiva Wealth Management, Corp. 3.13% No change 4,952 $1.0M
BLKBRD Asset Management, LP 0.57% New 4,952 $1.0M
Seven Post Investment Office LP 0.38% No change 4,951 $1.0M
First International Bank & Trust 0.35% Reduce -27.3% 4,950 $1.0M
Flagship Private Wealth, LLC 0.43% Reduce -8.2% 4,950 $1.0M
Daner Wealth Management, LLC 0.70% — 4,417 $1.0M
Cullen Capital Management, LLC 0.01% Reduce -22.1% 4,940 $1.0M
Sagace Wealth Management LLC 0.76% Reduce -0.5% 4,938 $1.0M
Stephen J. Garry & Associates, LLC 0.87% Reduce -1.4% 4,933 $1.0M
Charis Legacy Partners, LLC 1.66% No change 4,920 $1.0M
Van Strum & Towne Inc. 0.32% Reduce -8.4% 4,912 $1.0M
Madden Advisory Services, Inc. 0.43% Add +0.3% 4,910 $1.0M
BayBridge Capital Group, LLC 0.65% Add +4.2% 4,910 $1.0M
IronOak Wealth LLC. 0.98% — 4,907 $1.0M
LGT Financial Advisors LLC 2.55% Add +6.4% 4,906 $1.0M
Foronjy Financial LLC 0.47% — 4,899 $1.0M
Stordahl Capital Management, Inc. 0.22% Add +2.6% 4,887 $1.0M
Jim Saulnier & Associates, LLC 0.68% Add +0.0% 4,883 $1.0M
Capital Markets Trading UK LLP 1.13% New 4,870 $999K
Capital CS Group, LLC 1.64% Add +14.7% 4,858 $997K
Sullivan Wood Capital Management LLC 2.08% — 4,858 $997K
Timonier Family Office, LTD. 0.37% Add +0.0% 4,857 $996K
CMT Capital Markets Trading GmbH 0.48% Reduce -38.0% 4,850 $995K
Gold Investment Management Ltd. 0.37% Add +0.1% 4,795 $994K
Sharkey, Howes & Javer 0.13% Add +0.0% 4,838 $993K
Treasure Coast Financial Planning 0.58% No change 4,832 $991K
Oregon Pacific Wealth Management, LLC 0.94% No change 4,831 $991K
Aventus Investment Advisors, Inc. 0.89% — 4,827 $990K
VestGen Investment Management 0.71% Add +0.5% 4,817 $988K
SpringVest Wealth Management LLC 0.80% Reduce -3.9% 4,801 $985K
Asset Allocation & Management Company, LLC 0.46% No change 4,800 $985K
Michels Family Financial, LLC 0.84% Reduce -9.1% 4,800 $985K
Reaves W H & Co. Inc. 0.02% No change 4,800 $985K
Long Island Wealth Management, Inc. 0.51% Add +12.9% 4,789 $982K
Atlantic Family Wealth, LLC 0.85% Reduce -38.5% 4,780 $981K
Avant Capital LLC 0.76% Add +0.4% 4,771 $979K
LFA - Lugano Financial Advisors SA 0.58% Add +13.0% 4,762 $977K
Valley Financial Group, Inc. 0.59% Reduce -8.1% 4,760 $977K
Marathon Mission, Inc. 0.62% Add +0.6% 4,745 $974K
Argyle Capital Management, LLC 0.35% No change 4,745 $974K
Poinciana Advisors Group, LLC 0.88% Reduce -35.0% 4,742 $973K
Tumwater Wealth Management, LLC 0.45% Reduce -7.8% 4,740 $972K
Thompson Davis & Co., Inc. 0.66% Reduce -14.0% 4,733 $971K
Graver Capital Management, LLC 0.85% No change 4,702 $965K
Tillman Hartley LLC 0.27% Add +11.5% 4,702 $965K
Mid-American Wealth Advisory Group, Inc. 0.46% Reduce -62.5% 4,697 $964K
Defender Capital, LLC. 0.33% Add +0.0% 4,696 $964K
Hobbs Wealth Management, LLC 0.92% Reduce -6.3% 4,690 $962K
Midwestern Financial, LLC 0.90% — 4,682 $961K
James Reed Financial Services, Inc. 0.87% Reduce -4.3% 4,680 $960K
Albert D Mason Inc. 0.69% Reduce -4.5% 4,670 $958K
Luken Investment Analytics, LLC 0.42% No change 4,658 $956K
Perkins Capital Management Inc. 0.96% No change 4,650 $954K
Aurdan Capital Management, LLC 0.32% Add +40.3% 4,643 $953K
McMill Wealth Management 0.32% Add +1.8% 4,747 $952K
Fusion Family Wealth, LLC 0.08% No change 4,626 $949K
Keystone Global Partners, LLC 0.52% No change 4,608 $945K
Clark Wealth Partners 0.64% Reduce -1.3% 4,594 $942K
Henrickson Nauta Wealth Advisors, Inc. 0.33% Add +9.9% 4,589 $942K
Legacy Investment Solutions, LLC 0.50% — 4,579 $939K
Legacy Wealth Managment, LLC 0.50% Add +36.6% 4,579 $939K
Aquire Wealth Advisors, LLC 0.25% Reduce -2.4% 4,578 $939K
Semmax Financial Advisors Inc. 0.24% Add +56.0% 4,068 $933K
Spectrum Planning & Advisory Services Inc. 0.60% Add +41.1% 4,543 $932K
Hunter Perkins Capital Management, LLC 0.22% Reduce -11.7% 4,511 $926K
Cornerstone Enterprises, LLC 0.50% Reduce -88.8% 4,509 $925K
High Probability Advisors, LLC 0.14% Add +8.3% 4,504 $924K
Innovative Wealth Building LLC 0.76% Reduce -0.4% 4,494 $922K
Gunderson Capital Management LLC 0.39% Reduce -44.2% 4,493 $922K
Innovator Capital Management, LLC 14.16% Reduce -1.0% 4,492 $922K
Cyr Financial Inc. 0.71% Add +13.1% 4,472 $918K
Kropog Financial Group, LLC 0.80% Add +0.1% 4,467 $917K
Gutierrez Wealth Advisory, LLC 0.61% Add +151.5% 4,466 $916K
Lanham O'Dell & Company, Inc. 0.38% No change 4,417 $906K
Burk Holdings LLC 0.57% Reduce -9.3% 4,406 $904K
Significant Wealth Partners LLC 0.44% Add +1.1% 4,384 $899K
Pineridge Advisors LLC 0.33% Add +8.9% 4,381 $899K
Fulcrum Equity Management 0.92% Reduce -33.1% 4,370 $897K
Lowe Wealth Advisors, LLC 0.35% Reduce -1.1% 4,319 $886K
ADG Wealth Management Group, LLC 0.75% Add +5.7% 4,319 $886K
Roble, Belko & Company, Inc 0.13% Add +35.9% 4,304 $883K
RD Finance Ltd 1.15% No change 4,300 $882K
Gleason Group, Inc. 0.10% Add +40.2% 4,287 $880K
AG Asset Advisory, LLC 0.76% No change 4,261 $874K
Spectrum Asset Management, Inc. (NB/CA) 0.38% Reduce -0.7% 4,253 $873K
O'Connor Financial Group LLC 0.38% Add +7.5% 4,075 $870K
Grunden Financial Advisory, Inc. 0.38% Reduce -0.8% 4,241 $870K
Partnership Wealth Management, LLC 0.70% Add +0.0% 4,240 $870K
BCK Partners, Inc. 0.51% Add +0.1% 4,239 $870K
HFG Advisors, Inc. 0.69% Reduce -4.0% 4,234 $869K
Kinloch Capital, LLC 0.40% Add +39.8% 4,218 $865K
Trellis Wealth Advisors LLC 0.37% No change 4,192 $860K
Covey Capital Advisors, LLC 0.92% Reduce -19.3% 4,187 $859K
R. W. Roge & Company, Inc. 0.49% Reduce -71.8% 4,182 $858K
Archer Investment Management, LLC 0.62% Reduce -25.4% 4,182 $858K
Comprehensive Money Management Services LLC 0.64% Add +3.2% 4,141 $850K
Semper Augustus Investments 0.12% No change 4,140 $849K
IMG Wealth Management, Inc. 0.66% Add +26.7% 4,130 $847K
Parker Financial LLC 0.37% Add +9.5% 4,121 $845K
Blue Barn Wealth, LLC 0.40% Reduce -23.0% 4,119 $845K
Western Financial Corp 0.45% Reduce -2.4% 4,119 $845K
Proathlete Wealth Management LLC 0.27% Add +3.4% 4,098 $844K
Unconventional Investor, LLC 0.46% Reduce -6.3% 4,099 $841K
Windsor Advisory Group, LLC 1.19% Add +4.0% 4,083 $838K
Veltria Advisors Corp. 0.56% Add +4.9% 4,083 $838K
Drum Hill Capital, LLC 0.94% No change 4,075 $836K
Inceptionr LLC 0.19% New 4,066 $834K
Keystone Financial Services 0.28% Add +4.2% 4,063 $834K
OneAscent Family Office, LLC 0.79% Reduce -58.7% 4,059 $833K
Freestate Advisors LLC 0.74% Add +0.1% 4,057 $832K
FFG Partners, LLC 0.28% Add +0.1% 4,054 $832K
Penbrook Management LLC 0.63% No change 4,054 $832K
Friedenthal Financial 0.46% Reduce -18.0% 4,053 $832K
Unison Advisors LLC 0.09% No change 4,047 $830K
Topel & Distasi Wealth Management, LLC 0.43% No change 4,043 $830K
Emergent Wealth Advisors, LLC 0.53% Add +1.7% 4,018 $824K
Everstar Asset Management, LLC 0.50% Add +11.2% 4,010 $823K
Strengthening Families & Communities, LLC 0.46% Reduce -23.6% 3,699 $822K
Shariaportfolio, Inc. 0.35% Add +1.3% 3,999 $820K
Oberweis Asset Management Inc./ 0.04% Reduce -0.5% 3,991 $819K
LPWM LLC 0.24% Reduce -3.6% 3,967 $814K
Mawer Investment Management Ltd. 0.00% No change 3,960 $812K
Novus Advisors, LLC 1.24% Reduce -49.4% 3,959 $812K
Opulen Financial Group LLC 0.67% Add +19.3% 3,956 $812K
Stark Wealth Management LLC 1.16% Add +24.5% 3,943 $809K
PMV Capital Advisers, LLC 1.80% Add +1.0% 3,942 $809K
Shore Point Advisors, LLC 0.39% Add +2.7% 3,937 $808K
University of Texas/Texas Am Investment Management Co. 0.13% Reduce -4.4% 3,923 $805K
Legacy Solutions, LLC 0.77% Add +12.1% 3,902 $800K
Gimbal Financial 0.49% Reduce -6.1% 3,895 $799K
City Center Advisors, LLC 0.85% Add +7.5% 3,878 $796K
Legacy Wealth Management, LLC 0.05% Add +31.4% 3,862 $792K
LifeGoal Investments, LLC 0.75% Reduce -5.7% 3,848 $789K
Marquette Asset Management, LLC 0.13% No change 3,841 $788K
Sightline Wealth Advisors, LLC 0.38% Reduce -19.8% 3,834 $787K
Solano Wealth Investment Advisors LLC 0.40% Reduce -0.6% 3,831 $786K
Note Advisors, LLC 0.54% Add +0.3% 3,786 $777K
CMC Financial Group 1.77% Add +0.1% 3,779 $775K
Hapanowicz & Associates Financial Services, Inc 0.39% Add +6.6% 3,777 $775K
Silver Coast Investments LLC 0.28% Reduce -1.9% 3,750 $769K
Scientech Research LLC 0.19% New 3,750 $769K
Private Wealth Group, LLC 0.41% No change 3,738 $767K
L.K. Benson & Company, P.C. 0.47% No change 3,720 $763K
Graham Capital Wealth Management, LLC 0.86% Add +12.3% 3,718 $763K
Harvest Investment Advisors, LLC 0.49% Add +75.5% 3,718 $763K
Kennon-Green & Company, LLC 0.61% Add +0.4% 3,667 $762K
Hardin Capital Partners, LLC 0.45% Reduce -31.4% 3,657 $760K
Armor Investment Advisors, LLC 0.29% Add +0.1% 3,700 $759K
Cooksen Wealth, LLC 0.61% Add +0.8% 3,696 $758K
LifeGuide Financial Advisors, LLC 0.28% Add +24.4% 3,694 $758K
KOM Wealth Management Group, LLC 0.60% Reduce -20.1% 3,689 $757K
AtlasMark Financial, Inc 0.57% Reduce -3.9% 3,678 $755K
TL Private Wealth 0.31% No change 3,585 $753K
Riverview Trust Co 0.94% Reduce -84.4% 3,662 $751K
Darrow Company, Inc. 0.38% Add +7.1% 3,651 $749K
Fischer Investment Strategies, LLC 0.50% Reduce -0.8% 3,644 $748K
SWS Partners 0.20% Reduce -41.0% 3,640 $747K
Crestmont Private Wealth LLC 0.27% Add +8.4% 3,633 $745K
Cascade Wealth Advisors, Inc 0.42% New 3,238 $743K
Alpha Financial Advisors, LLC 0.29% Add +34.1% 3,612 $741K
Deepwater Asset Management, LLC 0.29% No change 3,605 $740K
Scott Capital Advisors, LLC 0.20% Reduce -6.9% 3,501 $739K
Financial Designs Corp 0.45% New 3,560 $730K
Integras Partners LLC 0.78% Add +0.0% 3,558 $730K
Financial Futures Ltd Liability Co. 0.39% Add +13.2% 3,552 $729K
Evergreen Advisors, LLC 0.19% Add +1.9% 3,545 $727K
Petra Financial Advisors Inc. 0.46% Add +11.8% 3,526 $724K
Ted Buchan & Co 0.29% Reduce -10.4% 3,523 $723K
Glaxis Capital Management, LLC 0.97% New 3,520 $722K
Dravo Bay LLC 0.35% Reduce -0.2% 3,520 $722K
Boyum Wealth Architects LLC 0.53% Add +71.4% 3,517 $722K
Sage Financial Management Group, Inc. 0.25% No change 3,513 $721K
Siligmueller & Norvid Wealth Advisors LLC 0.28% Reduce -4.2% 3,427 $720K
Hoya Capital Real Estate, LLC 13.65% No change 3,500 $718K
Silverberg Bernstein Capital Management LLC 0.49% No change 3,500 $718K
Phraction Management LLC 0.24% No change 3,500 $718K
BOCHK Asset Management Ltd 0.21% New 3,500 $718K
Aigen Investment Management, LP 0.10% New 3,486 $715K
Value Partners Investments Inc. 0.06% Add +5.0% 3,491 $715K
Straight Path Wealth Management 0.24% Add +0.6% 3,484 $715K
StoneCrest Wealth Management, Inc. 0.34% Reduce -9.9% 3,483 $715K
Sound Stewardship, LLC 0.37% Add +0.0% 3,477 $713K
Pachira Investments Inc. 0.54% Reduce -9.4% 3,475 $713K
Whitcomb & Hess, Inc. 0.20% No change 3,473 $713K
Resolute Wealth Advisor, Inc. 0.41% — 2,803 $711K
Boston Standard Wealth Management, LLC 0.13% Reduce -13.4% 3,462 $710K
Lam Group, Inc. 0.47% Reduce -0.8% 3,458 $709K
Cambridge Capital Management, LLC 0.38% Reduce -1.5% 3,449 $708K
LifePlan Financial, LLC 0.59% Add +45.6% 3,441 $706K
Whitegate Investment Counselors, Inc. 0.24% Reduce -4.7% 3,438 $705K
Schwallier Wealth Management LLC 0.43% Reduce -10.0% 3,428 $703K
Keating Investment Counselors Inc. 0.21% Add +3.8% 3,426 $703K
Horizon Financial Services, LLC 0.37% Add +1.7% 3,422 $702K
Nottingham Advisors, Inc. 0.10% Reduce -38.6% 3,420 $702K
Salzhauer Michael 0.44% No change 3,418 $701K
Spectrum Investment Advisors, Inc. 0.41% Reduce -23.5% 3,415 $701K
Family Legacy Financial Solutions, LLC 0.59% — 3,412 $700K
Compass Wealth Management, LLC 0.37% — 3,411 $700K
Define Financial, LLC 0.46% Add +0.1% 3,405 $699K
J2 Capital Management Inc 0.56% Add +17.2% 3,401 $698K
NDWM LLC 0.51% Add +0.7% 3,386 $695K
New England Asset Management Inc. 0.11% No change 3,382 $694K
Stonehaven Wealth & Tax Solutions, LLC 0.68% Add +0.3% 3,378 $693K
Summit Financial Consulting LLC 0.62% Reduce -12.2% 3,363 $690K
Kieckhefer Group LLC 0.37% Reduce -9.4% 3,362 $690K
Valued Wealth Advisors LLC 0.36% Reduce -7.2% 3,357 $689K
USAdvisors Wealth Management, LLC 0.26% Reduce -14.6% 3,352 $688K
Forum Private Client Group LLC 0.26% Reduce -0.4% 3,349 $687K
GatePass Capital, LLC 0.46% Reduce -13.4% 3,347 $687K
Enhancing Capital LLC 0.52% No change 3,338 $685K
Driehaus Capital Management LLC 0.01% Reduce -55.0% 3,337 $685K
Dakota Community Bank & Trust NA 3.07% Add +18.3% 3,335 $684K
Raub Brock Capital Management LP 0.15% Reduce -4.3% 3,323 $682K
Foundry Financial Group, Inc. 0.39% Reduce -3.1% 3,319 $681K
McCarthy Asset Management, Inc. 0.46% Reduce -5.0% 3,315 $680K
ONE Advisory Partners, LLC 0.23% Add +132.9% 3,174 $680K
One Wealth Map LLC 0.37% Add +45.8% 3,187 $677K
Sims Investment Management, LLC 0.27% Add +0.1% 3,297 $677K
Schulz Wealth, LTD. 0.50% Add +0.2% 3,286 $674K
WealthTrak Capital Management LLC 0.56% Reduce -0.3% 3,281 $673K
DHK Financial Advisors, Inc. 0.39% Reduce -0.6% 3,275 $672K
Capstone Capital LLC 0.49% Reduce -6.2% 3,270 $671K
Swan Global Investments, LLC 0.03% Add +25.3% 3,270 $671K
Investment Planning Advisors, Inc. 0.24% Add +14.3% 3,268 $670K
Main Line Retirement Advisors, LLC 0.38% Reduce -1.0% 3,261 $669K
Citrine Capital LLC 0.36% Add +1.9% 3,260 $669K
Ameraudi Asset Management, Inc. 0.35% No change 3,258 $668K
Signature Resources Capital Management, LLC 0.40% Add +8.7% 3,237 $664K
SRN Advisors, LLC 0.60% Add +5.9% 3,233 $663K
Howard Hughes Medical Institute 0.26% New 3,232 $663K
Priebe Wealth Holdings LLC 0.57% Reduce -49.7% 3,230 $663K
Traction Financial Partners, LLC 0.45% Add +10.5% 3,221 $661K
Resolute Advisors LLC 0.16% Add +30.4% 3,221 $661K
Horizons Wealth Management 0.48% Reduce -6.5% 3,216 $660K
Team Financial Group, LLC 0.32% Reduce -14.1% 3,215 $660K
Barnett & Company, Inc. 0.52% Reduce -22.0% 3,215 $660K
Cavalier Investments, LLC 0.20% Reduce -1.4% 3,199 $656K
Anfield Capital Management, LLC 0.22% Add +0.2% 3,193 $655K
Stuart Chaussee & Associates, Inc. 0.15% Add +3.2% 3,193 $655K
MQS Management LLC 0.36% New 3,192 $655K
Verisail Partners, LLC 0.28% Add +15.6% 3,180 $652K
Oceanside Advisors LLC 0.44% Reduce -0.1% 3,176 $652K
Mandatum Life Insurance Co Ltd 0.17% No change 3,173 $651K
Altus Wealth Management, LLC 0.31% Reduce -62.4% 3,165 $649K
True Vision MN LLC 0.36% Reduce -34.4% 3,141 $644K
Visionary Horizons, LLC 0.41% Reduce -4.5% 3,125 $641K
Arrien Investments, Inc. 0.40% Reduce -2.8% 3,117 $640K
Clark Estates Inc. 0.14% No change 3,111 $638K
Lord & Richards Wealth Management, LLC 0.67% Add +64.7% 3,103 $637K
Thornburg Investment Management Inc. 0.01% No change 3,103 $637K
Jmac Enterprises LLC 0.14% Reduce -4.5% 3,100 $636K
Quarry Hill Advisors, LLC 0.37% Add +0.1% 3,098 $636K
True Link Financial Advisors, LLC 0.04% Reduce -5.6% 3,092 $634K
Momentum Wealth Planning, LLC 0.55% — 3,090 $634K
Prairiewood Capital, LLC 0.23% Add +3.0% 3,086 $633K
Level Wealth Management LLC 0.37% Reduce -3.6% 3,086 $633K
Wellment Financial 0.81% Reduce -5.0% 3,082 $632K
Magnolia Wealth Management, LLC 0.41% No change 3,074 $631K
Boyar Asset Management Inc. 0.41% No change 3,071 $630K
Manuka Financial, LLC 0.34% Add +3.2% 3,039 $623K
Pacifica Capital Investments, LLC 0.18% Reduce -45.3% 3,030 $622K
Ashford Capital Management Inc. 0.07% Reduce -11.9% 3,015 $619K
Charter Capital Management, LLC\DE 0.36% — 3,007 $617K
Codex Capital Asset Management L.L.C. 0.25% No change 3,000 $616K
Luminist Capital LLC 0.61% Reduce -0.4% 2,983 $615K
Kahn Brothers Group Inc. 0.12% Add +7.2% 2,992 $614K
VanderPol Investments L.L.C. 1.29% Reduce -0.2% 2,990 $613K
Moneywise, Inc. 0.29% Add +96.4% 2,976 $611K
Investments & Financial Planning, LLC 0.35% No change 2,975 $610K
Provident Investment Management, Inc. 0.05% Reduce -66.1% 2,966 $608K
Leading Edge Financial Planning LLC 0.17% Add +6.7% 2,966 $608K
Copley Financial Group, Inc. 0.45% Reduce -4.1% 2,957 $607K
Round Hill Asset Management 0.41% New 2,955 $606K
Ball & Co Wealth Management Inc. 0.65% Add +0.1% 2,956 $606K
MTM Financial Group, LLC 0.33% Add +1.4% 2,940 $603K
Fairman Group, LLC 0.49% Add +0.0% 2,924 $600K
Brooklyn FI, LLC 0.15% Add +60.1% 2,923 $600K
American Asset Management Inc. 0.55% No change 2,910 $597K
Anderson Financial Strategies, LLC 0.38% No change 2,906 $596K
Chase Investment Counsel Corp. 0.19% Reduce -82.9% 2,901 $595K
Rolek Wealth Management LLC 0.51% Add +2.8% 2,898 $595K
MontVue Capital Management, Inc. 0.42% Add +0.4% 2,882 $591K
S&T Bank 0.18% Reduce -5.3% 2,880 $591K
PMG Wealth Management, Inc. 0.49% Reduce -10.5% 2,880 $591K
Tull Financial Group, Inc. 0.27% Reduce -0.1% 2,872 $589K
Infinity Wealth Counsel, LLC 0.59% Reduce -0.6% 2,856 $586K
Principia Wealth Advisory, LLC 0.50% Add +11.1% 2,852 $585K
Evolution Wealth Management Inc. 0.72% — 2,830 $581K
Cornerstone Financial Group, LLC 0.49% Add +0.0% 2,830 $581K
Teza Capital Management LLC 0.43% Reduce -4.7% 2,829 $580K
Wellington Capital Management, Inc. 0.87% — 2,339 $580K
E Fund Management (Hong Kong) Co., Ltd. 0.56% Reduce -12.8% 2,819 $578K
Hickory Asset Management, Inc. 0.48% Reduce -12.8% 2,815 $578K
Dynamic Wealth Strategies, LLC 0.42% Reduce -0.6% 2,814 $577K
Tradewinds, LLC. 0.44% Reduce -96.5% 2,801 $575K
Merkkuri Wealth Advisors LLC 0.44% Reduce -16.3% 2,801 $575K
American Capital Management Inc. 0.02% Add +112.8% 2,800 $574K
Washington Growth Strategies LLC 0.44% — 2,800 $574K
Northeast Planning Associates, Inc. / NH / 0.53% Add +4.9% 2,789 $572K
New Jersey Better Educational Savings Trust 1.47% Reduce -71.9% 2,789 $572K
Quest 10 Wealth Builders, Inc. 0.56% Add +3.6% 2,785 $571K
Ninety One SA (Pty) Ltd 0.09% Reduce -91.6% 2,858 $571K
Corrado Advisors, LLC 0.35% Add +0.9% 2,784 $571K
Navis Wealth Advisors, LLC 0.48% Add +10.9% 2,766 $568K
Guardian Wealth Advisors, LLC 0.33% Reduce -23.4% 2,751 $564K
Refined Wealth Management 0.39% Reduce -7.4% 2,750 $564K
Martel Wealth Advisors LLC 0.10% Add +0.0% 2,743 $563K
R Squared Ltd 0.31% New 2,742 $563K
Mustico Financial Group, Inc. 0.52% — 2,657 $561K
Tanglewood Wealth Management, Inc. 0.06% Reduce -10.6% 2,731 $560K
FSA Investment Group, LLC 0.41% Add +0.6% 2,728 $560K
Lunt Capital Management, Inc. 0.21% Add +1.0% 2,723 $559K
Israel Discount Bank of New York 2.11% Reduce -2.2% 2,708 $556K
Global Wealth Management, LLC 0.30% Add +17.9% 2,657 $554K
Gruss & Co., LLC 2.59% No change 2,700 $554K
Polymer Capital Management (HK) LTD 0.09% Reduce -95.3% 2,700 $554K
Coordinated Financial Services, Inc. 0.39% — 2,700 $554K
Three Cord True Wealth Management, LLC 0.41% Reduce -1.7% 2,682 $550K
Peloton Wealth Strategists 0.23% Add +2.9% 2,682 $550K
Arcadia Wealth Management, LLC 0.24% Reduce -18.8% 2,675 $549K
Rbo & Co. LLC 0.09% No change 2,669 $548K
Cravens & Co Advisors, LLC 0.41% Add +0.1% 2,657 $545K
Stegner Investment Associates Inc. 0.33% No change 2,651 $544K
Severin Investments, LLC 0.51% Reduce -2.0% 2,645 $543K
Sarver Vrooman Wealth Advisors 0.36% Add +112.8% 2,641 $542K
Twele Capital Management, Inc. 0.11% Reduce -7.0% 2,640 $542K
James Hambro & Partners LLP 0.02% Reduce -44.0% 2,633 $540K
Berkeley, Inc 0.19% Reduce -0.5% 2,631 $540K
Parkworth Wealth Management, Inc. 0.39% Reduce -16.5% 2,630 $540K
Avalon Advisory Group 0.23% Add +0.2% 2,628 $539K
Core Wealth Management, Inc. 0.19% Reduce -11.7% 2,611 $536K
DMKC Advisory Services, LLC 0.28% Add +63.5% 2,544 $534K
Hoese & Co LLP 0.43% No change 2,602 $534K
Trademark Financial Management, LLC 0.33% Add +43.2% 2,601 $534K
KMT Wealth Management, LLC 0.31% No change 2,599 $533K
Beddow Capital Management Inc. 0.22% Add +1.8% 2,597 $533K
Two West Capital Advisors LLC 0.35% Add +5.7% 2,484 $531K
Fee-Only Financial Planning, L.C. 0.33% Add +122.4% 2,582 $530K
Martin Capital Partners, LLC 0.21% Add +47.9% 2,580 $529K
Tobam 0.21% Reduce -58.6% 2,573 $528K
Envision Financial LLC 0.35% Add +11.1% 2,573 $528K
Parkwoods Wealth Partners, LLC 0.30% Add +50.5% 2,567 $527K
Absolute Capital Management, LLC 0.26% Add +8.2% 2,562 $526K
Bestgate Wealth Advisors, LLC 1.09% No change 2,357 $524K
Capital Wealth Management, LLC 0.19% Reduce -0.4% 2,542 $521K
Beacon Financial Strategies CORP 0.32% Reduce -14.8% 2,518 $517K
Coerente Capital Management 0.09% Reduce -10.7% 2,510 $515K
Vestment Financial LLC 0.33% Reduce -3.9% 2,436 $514K
Knott David M Jr 0.23% No change 2,494 $512K
Erickson Financial Group, LLC 0.35% Reduce -3.0% 2,490 $511K
Ridgewood Investments LLC 0.22% Reduce -0.4% 2,488 $510K
PACK Private Wealth, LLC 0.27% Reduce -4.8% 2,485 $510K
Laurel Wealth Planning LLC 0.29% Reduce -1.1% 2,485 $510K
SPG Advisors LLC 6.11% — 2,485 $510K
Kings Path Partners LLC 0.20% Add +67.6% 2,480 $509K
Leith Wheeler Investment Counsel Ltd. 0.04% Reduce -27.9% 2,477 $508K
Strategic Equity Management 0.19% Reduce -35.6% 2,466 $506K
Shearwater Capital LLC 0.32% No change 2,465 $506K
Bluestem Financial Advisors, LLC 0.22% Reduce -14.4% 2,447 $502K
Bulwark Capital Corp 0.42% — 2,443 $501K
Luminvest Wealth Management LLC 0.18% Reduce -19.1% 2,414 $498K
Watchman Group, Inc. 0.13% Add +1.6% 2,424 $497K
Fairholme Capital Management 0.04% No change 2,400 $495K
Investment Management Corp. /Va/ 0.45% Add +1.5% 2,407 $494K
Semitam Bonam LLC 0.46% — 2,386 $490K
Rice Hall James & Associates, LLC 0.03% No change 2,385 $489K
Randolph Co Inc 0.05% Add +0.6% 2,379 $488K
Croban 0.41% Reduce -50.9% 2,365 $485K
Diversified Investment Strategies, LLC 0.33% Reduce -6.9% 2,360 $484K
MAS Advisors LLC 0.79% Reduce -9.7% 2,359 $484K
Weybosset Research & Management LLC 0.17% Reduce -5.6% 2,358 $484K
Morton Community Bank 0.12% No change 2,351 $482K
Wela Strategies, Inc. 0.19% Reduce -1.3% 2,331 $478K
VERITY Wealth Advisors 0.32% No change 2,318 $476K
TrueWealth Financial Partners 0.26% Add +6.3% 2,312 $474K
Disciplined Growth Investors Inc. 0.01% Add +73.6% 2,312 $474K
Jordan Park Trust Co LLC 0.44% Reduce -0.7% 2,302 $472K
BCR Wealth Strategies, LLC 0.18% Reduce -20.1% 2,296 $471K
Balanced Rock Investment Advisors LLC 0.37% Add +6.5% 2,293 $470K
Perissos Private Wealth Management, LLC 0.37% Reduce -9.1% 2,285 $469K
Valpey Financial Services, LLC 0.32% — 2,281 $468K
AdvisorShares Investments LLC 0.08% Add +13.8% 2,275 $467K
Lauer Wealth, LLC 0.39% Reduce -15.2% 2,053 $466K
Beaumont Asset Management, L.L.C. 0.25% No change 2,266 $465K
Ridgeline Wealth, LLC 0.38% Reduce -11.4% 2,265 $465K
Corepath Wealth Partners LLC 0.39% Add +0.8% 2,160 $461K
Inlight Wealth Management, LLC 0.24% Reduce -0.2% 2,247 $461K
Louisbourg Investments Inc. 0.11% No change 2,640 $459K
Curat Global, LLC 0.44% Add +628.8% 14,168 $456K
Bay Harbor Wealth Management, LLC 0.13% Add +15.3% 2,222 $456K
F&V Capital Management, LLC 0.12% No change 2,215 $454K
Peterson Wealth Management 0.27% Reduce -78.7% 2,211 $454K
Retirement Wealth Solutions LLC 0.33% Add +3.7% 2,201 $452K
Pembroke Management, LTD 0.05% Add +140.0% 2,198 $451K
Conscious Wealth Investments, LLC 0.29% No change 2,128 $450K
swisspartners Advisors Ltd 0.42% No change 2,188 $448K
Financial Architects, LLC 0.27% Reduce -5.6% 2,185 $448K
Brooktree Capital Management 0.29% Reduce -31.0% 2,175 $446K
Readystate Asset Management LP 0.03% Reduce -78.2% 2,167 $445K
Dundas Partners LLP 0.03% Reduce -98.4% 1,912 $444K
Elevation Capital Advisory, LLC 0.18% New 2,166 $444K
Dahring | Cusmano LLC 0.35% Add +0.4% 2,163 $444K
Ridgeline Wealth Planning, LLC 0.36% Add +18.1% 2,160 $443K
Arlington Capital Management, Inc. 0.38% Reduce -2.4% 2,151 $441K
Cadence Wealth Management LLC 0.29% Reduce -4.1% 2,146 $440K
Green Alpha Advisors, LLC 0.42% Reduce -7.3% 2,141 $439K
Atlantic Private Wealth, LLC 0.29% Reduce -4.4% 2,140 $439K
Beacon Capital Management, Inc. 0.02% No change 2,128 $437K
NorthLanding Financial Partners, LLC 0.39% Add +0.1% 2,126 $436K
NFC Investments, LLC 0.12% Add +0.1% 2,101 $431K
Credit Capital Investments LLC 0.60% New 2,100 $431K
Stack Financial Management, Inc 0.04% Reduce -2.1% 2,096 $430K
New Harbor Financial Group, LLC 0.10% Reduce -1.2% 2,052 $421K
Theory Financial LLC 0.16% Reduce -0.4% 2,023 $420K
Leverty Financial Group, LLC 0.12% Reduce -4.9% 2,036 $418K
American Investment Services, Inc. 0.11% Reduce -96.3% 2,029 $416K
Aspect Partners, LLC 0.20% Add +0.7% 2,024 $415K
Horizon Advisory Services, Inc. 0.22% No change 2,023 $415K
Left Brain Wealth Management, LLC 0.14% Reduce -29.0% 2,006 $412K
Standard Family Office LLC 0.48% No change 1,996 $410K
Strategent Financial, LLC 0.32% No change 1,995 $409K
Marmo Financial Group, LLC 0.20% Add +3.0% 1,977 $406K
Intrinsic Value Partners, LLC 0.36% Reduce -1.9% 1,966 $403K
Columbia River Financial Group, LLC 0.26% Add +1.3% 1,983 $403K
Sugar Maple Asset Management, LLC 0.31% Reduce -1.2% 1,957 $401K
October Effect Ltd 0.48% — 1,955 $401K
William B. Walkup & Associates, Inc. 0.24% No change 1,953 $401K
PVG Asset Management Corp. 1.35% Reduce -22.9% 1,933 $397K
Kickstand Ventures, Llc. 0.09% Reduce -27.9% 1,933 $397K
Aerodigm Wealth, LLC 0.19% Reduce -89.1% 1,928 $396K
Dean, Jacobson Financial Services, LLC 0.30% Add +2.7% 1,921 $394K
George Kaiser Family Foundation 0.06% Add +55.5% 1,908 $391K
Prescott Group Capital Management, L.L.C. 0.05% Add +55.5% 1,908 $391K
Triune Financial Partners, LLC 0.11% Reduce -2.4% 1,903 $390K
Westend Capital Management, LLC 0.12% Reduce -97.3% 1,902 $390K
RWQ Financial Management Services, Inc. 0.16% New 1,901 $390K
SIH Partners, LLLP 0.04% New 1,898 $389K
Financial Life Advisors 0.13% Reduce -4.9% 1,895 $389K
Continuum Wealth Advisors, LLC 0.19% No change 1,886 $387K
Twin City Private Wealth, LLC 0.32% Reduce -8.0% 1,885 $387K
IFS Advisors, LLC 0.29% Reduce -5.1% 1,876 $385K
Kathleen S. Wright Associates Inc. 0.15% Reduce -6.5% 1,871 $384K
Moody Aldrich Partners LLC 0.07% No change 1,837 $377K
Financial Counselors Inc. 0.53% Reduce -99.9% 1,836 $377K
Ironwood Investment Management LLC 0.18% No change 1,836 $377K
Ewing Morris & Co. Investment Partners Ltd. 0.17% Add +23.9% 1,833 $376K
FLP Wealth Management, LLC 1.05% Add +0.1% 1,825 $374K
Lee, Kelleher & Klein Wealth Management 0.25% Add +42.0% 1,824 $374K
Marshall Investment Management, LLC 1.77% Reduce -89.8% 1,819 $373K
Bannerman Wealth Management Group, LLC 0.29% Add +35.1% 1,816 $373K
Hassell Wealth Management, LLC 0.14% Reduce -19.9% 1,730 $370K
Lountzis Asset Management, LLC 0.13% No change 1,802 $370K
Clayton Financial Group LLC 0.44% Reduce -95.0% 1,795 $368K
SigFig Wealth Management, LLC 0.01% Add +2.8% 1,830 $368K
Crown Oak Advisors, LLC 0.17% Reduce -9.8% 1,785 $366K
BancFirst Trust & Investment Management 0.17% No change 1,797 $361K
Randall & Associates Wealth Management 0.28% Add +14.9% 1,761 $361K
AF Advisors, Inc. 0.12% Reduce -0.8% 1,754 $360K
DORVAL Corp 0.13% No change 1,739 $357K
Livelsberger Financial Advisory 6.89% Add +0.1% 1,734 $356K
ArborFi Advisors, LLC 0.31% Reduce -1.4% 1,722 $353K
Marathon Strategic Advisors, LLC 0.33% Add +1.6% 1,713 $351K
Rochester Wealth Strategies, LLC 0.25% Add +2.8% 1,708 $351K
Jacobson & Schmitt Advisors, LLC 0.06% New 1,707 $350K
Deane Retirement Strategies, Inc. 0.16% No change 1,704 $350K
Yardley Wealth Management LLC 0.19% No change 1,701 $349K
Orcam Financial Group 0.30% No change 1,677 $344K
Advantage Trust Co 0.17% No change 1,675 $344K
Scholtz & Company, LLC 0.15% Reduce -8.5% 1,666 $342K
Arbor Wealth Advisors LLC 0.28% No change 1,657 $340K
Buska Wealth Management, LLC 0.09% Reduce -1.0% 1,647 $338K
Schiavi & Co LLC 0.11% Reduce -4.1% 1,644 $337K
Castellan Group 0.06% No change 1,642 $337K
Cultivar Capital, Inc. 0.24% No change 1,638 $336K
Fsa Wealth Partners, Inc. 0.16% Reduce -24.3% 1,632 $335K
Axiom Financial Strategies, LLC 0.19% Reduce -49.3% 1,628 $334K
Global Value Investment Corp. 0.48% Reduce -5.8% 1,624 $333K
Klein Pavlis & Peasley Financial, Inc. 0.22% Reduce -61.9% 1,621 $333K
Bear Mountain Capital, Inc. 0.12% Reduce -5.7% 1,570 $332K
Kagan Cocozza Asset Management 0.25% Add +4.9% 1,609 $330K
Accordant Advisory Group Inc 0.25% No change 1,604 $329K
Winnacle Wealth LLC 0.25% Add +165.6% 1,604 $329K
Citadel Investment Advisory, Inc. 0.16% No change 1,600 $328K
Wise Wealth Partners 0.55% Add +0.1% 1,598 $328K
ArchPoint Investors 0.10% No change 1,586 $325K
Pacific Wealth Management 0.16% No change 1,580 $324K
Family Wealth Partners, LLC 0.13% Add +0.1% 1,572 $323K
Kirr Marbach & Co. LLC 0.06% Add +10.6% 1,572 $322K
Adaptive Financial Consulting, LLC 0.13% Reduce -20.3% 1,567 $322K
Kitching Partners, LLC 0.33% Reduce -14.0% 1,565 $321K
Uptown Financial Advisors LLC 0.30% Reduce -9.4% 1,559 $320K
Breakwater Investment Management 0.12% No change 1,555 $319K
McCarthy & Cox 0.08% Reduce -7.3% 1,544 $317K
Pioneer Wealth Management Group 0.12% New 1,539 $316K
Vannoy Advisory Group, Inc. 0.22% No change 1,532 $314K
Bullseye Investment Management, LLC 0.20% No change 1,412 $314K
Amara Financial, Llc. 0.27% Add +22.3% 1,517 $311K
Envision Financial Planning, LLC 0.15% Reduce -7.7% 1,514 $311K
Hillcrest Wealth Advisors - NY, LLC 0.15% No change 1,513 $310K
Allodium Investment Consultants, LLC 0.20% New 1,512 $310K
Family CFO Inc 0.15% No change 1,507 $309K
MilWealth Group LLC 0.08% No change 1,501 $308K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.05% No change 1,500 $308K
Stage Harbor Financial, LLC 0.25% Add +5.5% 1,499 $308K
Geneva Partners, LLC 0.12% Reduce -68.0% 1,499 $307K
Portland Financial Advisors Inc 0.74% Reduce -7.9% 1,494 $307K
Avos Capital Management, LLC 0.17% New 1,494 $307K
Manning & Napier Advisors LLC 0.00% Reduce -17.5% 1,485 $305K
Frontier Asset Management, LLC 0.08% New 1,483 $304K
Mittelman Wealth Management 0.25% New 1,463 $300K
ESL Trust Services, LLC 0.06% Reduce -2.8% 1,460 $300K
Hippocratic Financial Advisors, LLC 0.16% Reduce -5.9% 1,456 $299K
OxenFree Capital LLC 0.18% Add +1.8% 1,452 $298K
LSV Asset Management 0.00% Add +176.9% 1,440 $295K
Acute Investment Advisory, LLC 2.39% Add +0.7% 1,430 $293K
Mizuho Securities Co. Ltd. 1.06% Add +66.3% 1,430 $293K
Moller Wealth Partners 0.06% New 1,426 $293K
Sherbrooke Park Advisers LLC 0.13% Reduce -33.3% 1,423 $292K
Ironsides Asset Advisors, LLC 0.08% Reduce -59.4% 1,420 $291K
North Ridge Wealth Advisors, Inc. 0.18% Reduce -8.4% 1,417 $291K
R.m.sincerbeaux Capital Management LLC 0.16% Add +16.5% 1,414 $290K
Versor Investments LP 0.05% New 1,413 $290K
Asset Planning Services Inc. /La/ 0.13% Add +0.1% 1,410 $289K
Roberts Financial Services LLC 0.10% Reduce -92.5% 1,407 $289K
CenterStar Asset Management, LLC 0.35% Reduce -0.4% 1,393 $286K
Burrus Financial Services, Inc. 0.14% Add +0.3% 1,384 $284K
Conestoga Capital Advisors, LLC 0.00% No change 1,380 $283K
Platt Investment Counsel, LLC 0.27% No change 1,375 $282K
Alexander Randolph Advisory, Inc. 0.25% Reduce -13.3% 1,375 $282K
Tme Financial, Inc. 0.23% Reduce -7.2% 1,375 $282K
BFI Infinity Ltd. 0.23% Reduce -26.5% 1,367 $280K
PICTET BANK & TRUST Ltd 0.33% No change 1,360 $279K
Capital A Wealth Management, LLC 3.11% Reduce -88.6% 1,443 $278K
MKD Wealth Coaches, LLC 0.29% No change 1,352 $277K
Socha Financial Group, LLC 0.12% Add +0.1% 1,349 $277K
BTG Pactual Asset Management US LLC 0.04% Reduce -83.8% 1,349 $277K
Meixler Investment Management, Ltd. 0.19% Reduce -1.7% 1,347 $276K
Templeton & Phillips Capital Management, LLC 0.20% No change 1,340 $275K
Red Spruce Capital, LLC 0.12% No change 1,323 $271K
Salus Financial Advisors, LLC 0.18% Reduce -0.1% 1,309 $269K
Summit Investment Advisory Services, LLC 0.12% Reduce -35.5% 1,308 $268K
Retireful, LLC 0.18% New 1,307 $268K
Eq Wealth Advisors, LLC 0.18% Reduce -20.1% 1,295 $266K
Samjo Management, LLC 0.11% No change 1,280 $263K
Catherine Avery Investment Management LLC 0.20% Reduce -3.4% 1,278 $262K
AIFG Consultants Ltd. 0.51% Reduce -26.9% 1,272 $261K
EMC Capital Management 0.14% Reduce -15.0% 1,269 $260K
Davis Selected Advisers 0.00% New 1,265 $260K
Quarry LP 0.06% New 1,262 $259K
GEN Financial Management, INC. 0.21% Reduce -30.5% 1,241 $255K
Capital Management Corp. 0.04% Reduce -64.5% 1,240 $254K
Sachem Hill LLC 0.05% Reduce -54.2% 1,240 $254K
Brighton Securities Corp. 0.14% Reduce -25.9% 1,239 $254K
Letson Investment Management, Inc. 0.10% Reduce -24.1% 1,232 $253K
Hanover Advisors Inc. 0.10% Add +5.8% 1,212 $249K
rebel Financial LLC 0.11% — 1,208 $248K
Cove Street Capital, LLC 0.36% No change 1,200 $246K
Safir Wealth Advisors, LLC 0.18% No change 1,200 $246K
MBB Public Markets I LLC 0.03% Reduce -18.6% 1,198 $246K
Scratch Capital LLC 0.20% Add +20.9% 1,194 $245K
Magnetar Financial LLC 0.00% New 1,192 $245K
Kraft Asset Management, LLC 0.23% Reduce -43.6% 1,182 $243K
Wealth Advisory Team LLC 0.22% — 1,162 $238K
Schaeffer Financial LLC 0.23% Add +0.1% 1,159 $238K
Fairway Wealth LLC 0.08% No change 1,155 $237K
Colrain Capital LLC 0.18% No change 1,150 $236K
Mendota Financial Group, LLC 0.22% Reduce -9.2% 1,148 $236K
Sterling Investment Advisors LLC 0.12% Add +787.4% 8,244 $235K
Midwest Heritage Bank, FSB 0.09% Reduce -3.4% 1,144 $235K
ETF Store, Inc. 0.27% Add +0.1% 1,139 $234K
Volterra Technologies LP 0.31% — 1,127 $231K
Mills Wealth Advisors LLC 0.10% Add +3.0% 1,116 $229K
Investment Management Associates Inc. 0.08% Reduce -9.6% 1,116 $229K
Woodside Wealth Management LLC 0.20% No change 1,115 $229K
GQG Partners LLC 0.00% Reduce -1.6% 1,114 $229K
TKG Advisors, LLC 0.10% Reduce -68.2% 1,111 $228K
American Alpha Advisors, LLC 0.18% New 1,110 $228K
Cornerstone Management, Inc. 0.04% Reduce -22.0% 1,107 $227K
Granger Management LLC 0.08% New 1,100 $226K
Brookmont Capital Management 0.13% Add +13.0% 1,092 $224K
Piedmont Capital Management, LLC 0.13% New 1,090 $224K
Thor Investment Management Inc. /Oh/ 0.15% Reduce -9.1% 1,086 $223K
Cardinal Capital Management, Inc. 0.01% No change 1,085 $223K
Madrid Financial Services 0.15% New 1,080 $222K
Floyd Financial Group LLC 0.20% Reduce -92.7% 1,036 $221K
Access Investment Management LLC 0.06% — 1,073 $220K
Stuart Investment Advisors, Inc. 0.11% Add +6.3% 1,070 $220K
Bull Oak Capital, LLC 0.10% Reduce -0.1% 1,069 $219K
EntryPoint Capital, LLC 0.11% Reduce -3.6% 1,069 $219K
Pacific Financial Group Inc. 0.17% New 1,062 $218K
John W. Brooker & Co., CPAs 0.51% Reduce -94.3% 1,020 $217K
Gator Capital Management, LLC 0.07% No change 1,052 $216K
Robotti Robert 0.04% Add +0.2% 1,052 $216K
Patton Fund Management, Inc. 0.05% New 1,051 $216K
Compass Financial Group, Inc. 0.11% Reduce -13.2% 1,050 $215K
Prelude Capital Management, LLC 0.02% Reduce -72.3% 1,050 $215K
LGL Partners, LLC 0.10% Reduce -11.7% 977 $215K
S. R. Schill & Associates 0.16% New 1,047 $215K
Applied Capital LLC 0.09% Reduce -2.8% 1,041 $214K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.15% No change 1,040 $213K
Virtus Family Office LLC 0.27% No change 1,037 $213K
Members Advisory Group LLC 0.08% Reduce -9.4% 1,034 $213K
Aurelius Family Office LLC 0.10% No change 1,030 $211K
Journey Beyond Wealth, LLC 0.18% No change 1,030 $211K
Nixon Capital, LLC 0.07% New 1,017 $209K
Wallace Hart LLC 0.17% Reduce -88.5% 1,015 $208K
Two Sigma Securities, LLC 0.03% New 1,014 $208K
Polymer Capital Management (US) LLC 0.03% New 1,013 $208K
Babb Wealth Advisors LLC 0.15% Reduce -51.4% 1,009 $207K
Schwerin Boyle Capital Management Inc. 0.02% No change 1,007 $207K
Causeway Capital Management LLC 0.00% Reduce -0.2% 1,003 $206K
Corient IA LP 0.12% Reduce -4.8% 1,000 $205K
Peirce Capital Management, LLC 0.09% Reduce -35.1% 1,000 $205K
BCO Wealth Management LLC 0.15% New 994 $204K
Advocacy Wealth Management, LLC 0.01% New 987 $203K
Managed Asset Portfolios, LLC 0.03% Reduce -98.7% 982 $202K
Sumitomo Mitsui Financial Group, Inc. 0.00% Add +254.9% 976 $196K
SIMA Wealth Partners, LLC 0.16% No change 938 $192K
Redmont Wealth Advisors LLC 0.28% New 914 $188K
Richardson Capital Management LLC 0.10% Reduce -48.1% 886 $182K
Fiduciary Advisors, Inc. 0.15% Add +0.1% 813 $167K
MJT & Associates Financial Advisory Group, Inc. 0.19% Add +2.2% 739 $152K
Ninepoint Partners LP 0.03% Reduce -84.3% 734 $151K
Decker Retirement Planning Inc. 0.09% Reduce -7.0% 733 $150K
Keystone Financial Group, Inc. 0.09% No change 704 $149K
Midwest Capital Advisors, LLC 0.08% No change 706 $145K
Disciplined Equity Management, Inc. 0.08% Add +4.2% 688 $141K
Mountain Hill Investment Partners Corp. 0.11% Reduce -3.0% 641 $131K
Sagard Holdings Management Inc. 0.34% — 588 $121K
Legacy Advisors, LLC 1.87% — 24,312 $118K
Perritt Capital Management Inc 0.06% Reduce -5.0% 567 $117K
HFM Investment Advisors, LLC 0.05% Add +26.1% 560 $115K
Hennessy Advisors Inc. 0.00% New 511 $105K
Elequin Capital, LP 0.03% Reduce -99.8% 509 $104K
Cordant, Inc. 0.05% Reduce -25.5% 505 $104K
Clarity Asset Management, Inc. 0.05% Add +0.2% 443 $91K
Morgan Dempsey Capital Management LLC 0.04% Add +41.0% 430 $88K
Wormser Freres Gestion 0.05% Reduce -98.5% 400 $82K
Compass Planning Associates Inc 0.07% No change 384 $79K
Financially Speaking Inc 0.05% New 334 $69K
Teachers Insurance & Annuity Association of America 0.08% No change 330 $68K
Pillar Financial Advisors, LLC 0.05% Reduce -0.3% 327 $67K
Nexus Investment Management ULC 0.01% Add +333.3% 260 $53K
PayPay Securities Corp 2.54% Add +11.4% 253 $52K
Geo Capital Gestora de Recursos Ltd 0.08% No change 246 $50K
10Elms LLP 0.06% Reduce -62.6% 243 $50K
Disciplina Capital Management LLC 0.01% Add +0.4% 236 $48K
Conquis Financial LLC 0.04% Reduce -11.3% 220 $45K
Christopher J. Hasenberg, Inc 0.01% No change 168 $34K
Ryan Investment Management, Inc. 0.02% — 152 $31K
Avenir Tech Ltd 0.00% Reduce -95.8% 100 $21K
Drystone LLC 0.02% No change 98 $20K
Sellwood Investment Partners LLC 0.01% No change 64 $13K
Bridge Generations Wealth Management LLC 0.00% No change 18 $4K
ROSS\JOHNSON & Associates LLC 0.07% Reduce -91.6% 16 $3K
Berkshire Capital Holdings Inc. 0.00% No change 10 $2K
Capco Asset Management, LLC 0.00% No change 8 $2K

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