AppleAAPL

13F holders, Q3 2025 (September 30)
5,612holders +15
118new positions
81sold out
24famous investors
$254.47avg. 13F price*

At the end of Q3 2025, 5,612 institutions reported holding Apple Inc. (AAPL) in their 13F filings, up 15 from Q2 2025. 118 opened new positions and 81 sold out. The largest holders were Vanguard Group Inc. ($356.3B), BlackRock, Inc. ($291.9B) and State Street Corp. ($152.1B). 24 famous investors held it, including Duan Yongping (60.4% of H&H International Investment's portfolio), Peter Thiel (27.1% of Thiel Macro's portfolio) and Warren Buffett (22.7% of Berkshire Hathaway's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions118$5.5B
Exits81$717.2M

All 13F filers, Q2 2025 → Q3 2025: 230,841,378 shares bought and 303,595,978 shares sold, net −72,754,600 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5,612 holders

Vanguard Group Inc. 5.33% Reduce -1.2% 1,399,427,162 $356.3B
BlackRock, Inc. 5.15% Reduce -0.2% 1,146,332,274 $291.9B
State Street Corp. 5.28% Reduce -0.6% 597,501,113 $152.1B
Geode Capital Management, LLC 5.77% Add +0.4% 356,166,414 $90.4B
FMR LLC 4.02% Reduce -1.1% 303,254,081 $77.2B
Berkshire Hathaway 22.69% Reduce -14.9% 238,212,764 $60.7B
JPMorgan Chase & Co. 3.85% Add +10.3% 236,655,531 $60.3B
Morgan Stanley 3.53% Reduce -1.8% 229,103,384 $58.3B
T. Rowe Price Associates Inc. 5.81% Add +5.0% 212,755,053 $54.2B
Northern Trust Corp. 5.36% Reduce -1.0% 164,666,723 $41.9B
Bank of America Corp. 2.35% Add +5.3% 123,024,725 $31.3B
Legal & General Group Plc 6.31% Add +2.6% 110,450,842 $28.1B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 5.82% Reduce -12.5% 105,276,556 $26.8B
Charles Schwab Investment Management Inc. 4.06% Reduce -0.4% 99,802,666 $25.4B
Bank of New York Mellon Corp 4.45% Reduce -0.7% 97,482,002 $24.8B
Goldman Sachs Group Inc. 3.56% Add +6.2% 96,584,304 $24.6B
Wellington Management Group LLP 3.74% Add +9.6% 83,753,174 $21.3B
Invesco Ltd. 2.96% Add +3.7% 73,503,088 $18.7B
Nuveen, LLC 4.87% Reduce -4.7% 72,275,799 $18.4B
Amundi 5.31% Reduce -3.1% 64,400,318 $16.5B
Royal Bank of Canada 2.85% Add +3.6% 62,815,097 $16.0B
Wells Fargo & Company 3.13% Add +3.9% 59,985,271 $15.3B
Dimensional Fund Advisors LP 3.13% Add +0.4% 57,323,012 $14.6B
Capital International Investors 2.31% Add +7.0% 56,041,782 $14.3B
Fisher Asset Management 5.02% Add +1.7% 54,442,459 $13.9B
UBS Group AG 2.48% Reduce -8.0% 49,813,806 $12.7B
Deutsche Bank AG 4.02% Reduce -5.4% 47,106,689 $12.0B
Ameriprise Financial Inc. 2.75% Add +4.6% 46,731,089 $11.9B
Capital Research Global Investors 2.18% Add +9.2% 45,575,256 $11.6B
Franklin Resources Inc. 2.92% Add +2.8% 45,437,042 $11.6B
Swiss National Bank 6.36% Reduce -5.3% 43,054,168 $11.0B
Barclays PLC 3.98% Reduce -8.1% 41,840,175 $10.7B
HSBC Holdings PLC 5.65% Reduce -5.4% 37,537,871 $9.6B
Jennison Associates LLC 5.55% Add +15.6% 37,458,386 $9.5B
Sumitomo Mitsui Trust Group, Inc. 5.35% Add +0.0% 36,517,138 $9.3B
California Public Employees Retirement System 5.38% Reduce -3.7% 35,295,171 $9.0B
H&H International Investment 60.42% Reduce -0.8% 34,829,107 $8.9B
Mitsubishi UFJ Asset Management Co., Ltd. 5.58% Add +3.9% 30,438,660 $7.8B
Raymond James Financial Inc. 2.44% Add +1.8% 29,751,127 $7.6B
National Pension Service 5.88% Add +3.2% 29,726,955 $7.6B
Bank of Montreal 3.21% Add +6.1% 29,481,152 $7.5B
Alliancebernstein L.P. 2.33% Add +2.3% 29,050,171 $7.4B
Massachusetts Financial Services Co. 2.24% Add +13.0% 28,380,412 $7.2B
Janus Henderson Group PLC 3.29% Add +0.4% 28,339,802 $7.2B
Arrowstreet Capital, Limited Partnership 4.52% Add +11.6% 28,160,570 $7.2B
American Century Companies Inc. 3.61% Reduce -2.7% 27,748,074 $7.1B
Rhumbline Advisers 5.64% Reduce -2.4% 27,600,280 $7.0B
Canada Pension Plan Investment Board 4.45% Add +8.5% 24,894,984 $6.3B
State Farm Mutual Automobile Insurance Co. 5.16% Reduce -2.9% 24,316,798 $6.2B
California State Teachers Retirement System 6.14% Reduce -0.2% 23,507,131 $6.0B
LPL Financial LLC 1.70% Add +6.3% 22,850,810 $5.8B
Nordea Investment Management AB 4.75% Reduce -4.6% 21,240,909 $5.4B
Principal Financial Group Inc. 2.68% Reduce -2.4% 20,867,240 $5.3B
Capital World Investors 0.71% Reduce -5.2% 20,436,163 $5.2B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 4.61% Reduce -6.9% 19,922,155 $5.1B
Swedbank AB 5.04% Add +2.6% 19,536,238 $5.0B
T. Rowe Price Investment Management, Inc. 3.01% Add +155.5% 19,334,523 $4.9B
PNC Financial Services Group, Inc. 2.97% Add +0.6% 19,233,102 $4.9B
Victory Capital Management Inc. 2.83% Add +2.5% 19,484,972 $4.8B
New York State Common Retirement Fund 5.87% Reduce -5.0% 17,816,949 $4.5B
National Bank of Canada 4.97% Reduce -7.1% 17,266,110 $4.4B
Neuberger Berman Group LLC 3.12% Add +0.9% 16,767,381 $4.3B
Assenagon Asset Management S.A. 6.20% Reduce -21.6% 16,488,034 $4.2B
Mariner, LLC 5.40% Add +4.4% 16,414,338 $4.2B
Aberdeen Group plc 6.59% Add +2.4% 16,369,176 $4.2B
TD Asset Management Inc 3.35% Add +4.7% 16,200,743 $4.1B
CANADA LIFE ASSURANCE Co 5.65% Add +4.5% 15,530,833 $3.9B
Fayez Sarofim & Co 9.11% Reduce -2.3% 15,366,927 $3.9B
Schroder Investment Management Group 3.08% Add +2.0% 15,421,143 $3.9B
Citigroup Inc. 2.72% Reduce -33.4% 15,402,597 $3.9B
Clearbridge Investments, LLC 2.94% Add +1.3% 15,299,452 $3.9B
Voya Investment Management LLC 4.35% Add +2.8% 15,073,446 $3.8B
Prudential Financial Inc. 4.49% Reduce -3.4% 14,839,291 $3.8B
Bank of Nova Scotia 6.41% Add +9.7% 14,123,137 $3.6B
Manufacturers Life Insurance Company, The 2.87% Reduce -11.6% 13,596,995 $3.5B
Adage Capital Partners Gp, L.L.C. 5.39% Reduce -0.3% 13,366,654 $3.4B
State Board of Administration of Florida Retirement System 5.95% Reduce -6.7% 13,357,373 $3.4B
Russell Investments Group, Ltd. 3.85% Add +4.0% 13,262,683 $3.4B
Robeco Institutional Asset Management B.V. 4.89% Add +0.8% 13,249,175 $3.4B
Envestnet Asset Management Inc. 0.91% Reduce -2.8% 12,378,348 $3.2B
New York State Teachers Retirement System 6.13% Reduce -2.4% 12,350,929 $3.1B
Aviva PLC 5.68% Add +6.7% 12,255,332 $3.1B
Lazard Asset Management LLC 4.16% Add +2.6% 12,113,366 $3.1B
Bessemer Group Inc. 4.65% Add +3.6% 11,943,730 $3.0B
Ensign Peak Advisors, Inc 4.98% Reduce -1.5% 11,917,886 $3.0B
BNP Paribas Financial Markets 2.36% Reduce -40.8% 11,686,605 $3.0B
Stifel Financial Corp. 2.67% Add +0.6% 11,487,047 $2.9B
Korea Investment CORP 5.89% Add +1.0% 11,255,291 $2.9B
HighTower Advisors, LLC 3.25% Add +2.9% 11,251,676 $2.9B
FIL Ltd 2.23% Add +8.7% 11,154,976 $2.8B
Universal- Beteiligungs- und Servicegesellschaft mbH 4.82% Add +2.2% 11,148,058 $2.8B
Allianz Asset Management GmbH 3.49% Reduce -4.5% 11,110,084 $2.8B
Sanders Capital, LLC 3.43% Reduce -15.5% 10,964,047 $2.8B
Creative Planning 2.12% Add +7.0% 10,884,515 $2.8B
DekaBank Deutsche Girozentrale 4.65% No change 10,884,086 $2.8B
AQR Capital Management 1.77% Add +6.1% 10,820,122 $2.8B
Marshall Wace, LLP 3.05% Add +8.2% 10,813,733 $2.8B
CIBC Private Wealth Group LLC 4.66% Reduce -1.1% 10,698,436 $2.7B
Commonwealth Equity Services, LLC 3.49% Reduce -6.6% 10,572,429 $2.7B
US Bancorp \de 3.15% Reduce -2.3% 10,442,818 $2.7B
Danske Bank A/S 6.56% Reduce -9.2% 10,359,342 $2.6B
Royal London Asset Management Ltd. 5.47% Reduce -1.6% 9,999,881 $2.5B
Baird Financial Group, Inc. 3.99% Add +1.3% 9,742,126 $2.5B
Caisse de depot et placement du Quebec 4.38% Add +6.2% 9,550,123 $2.4B
Acadian Asset Management LLC 4.21% Add +40.5% 9,468,966 $2.4B
ProShare Advisors LLC 5.00% Reduce -16.3% 9,388,366 $2.4B
Chevy Chase Trust Holdings, LLC 6.55% Reduce -3.3% 9,356,582 $2.4B
Natixis Advisors, LLC 3.44% Add +18.4% 9,245,728 $2.4B
Corient Private Wealth LP 3.68% Reduce -10.0% 9,255,136 $2.3B
Macquarie Group Ltd. 2.73% Add +13.2% 9,172,631 $2.3B
Zurcher Kantonalbank (Zurich Cantonalbank) 5.35% Reduce -0.4% 9,140,454 $2.3B
Mackenzie Financial Corp. 2.79% Add +4.3% 9,060,674 $2.3B
APG Asset Management N.V. 6.37% Reduce -4.0% 10,476,806 $2.3B
Sei Investments Co. 2.43% Add +18.5% 8,878,966 $2.3B
Pictet Asset Management Holding SA 2.15% Add +4.3% 8,756,615 $2.2B
Cerity Partners LLC 3.61% Reduce -0.6% 8,800,700 $2.2B
Winslow Capital Management, LLC 7.19% Add +18.7% 8,548,882 $2.2B
Storebrand Asset Management As 5.59% Add +2.2% 8,287,663 $2.1B
Mitsubishi UFJ Trust & Banking Corp 4.57% Reduce -2.7% 8,169,220 $2.1B
State of Wisconsin Investment Board 4.76% Reduce -2.9% 8,128,674 $2.1B
Toronto Dominion Bank 4.00% Add +10.9% 8,019,155 $2.0B
Wealth Enhancement Advisory Services, LLC 3.02% Add +3.1% 7,787,018 $2.0B
Los Angeles Capital Management LLC 6.58% Add +10.8% 7,616,210 $1.9B
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 4.91% Reduce -0.6% 7,480,778 $1.9B
Quantinno Capital Management LP 5.06% Add +65.7% 7,277,058 $1.9B
Treasurer of the State of North Carolina 5.63% Reduce -5.0% 7,185,481 $1.8B
Osaic Holdings, Inc. 2.55% Add +22.0% 7,443,864 $1.8B
Nomura Asset Management Co. Ltd. 4.70% Reduce -0.7% 7,067,231 $1.8B
Handelsbanken Fonder AB 5.69% Add +10.2% 7,034,699 $1.8B
Truist Financial Corp. 2.43% Add +2.8% 7,031,344 $1.8B
Millennium Management 1.46% Add +250.4% 7,015,832 $1.8B
Public Employees Retirement Association of Colorado 6.49% Reduce -3.8% 6,937,787 $1.8B
KBC Group NV 4.17% Add +6.2% 6,830,482 $1.7B
Focus Partners Wealth 2.78% Add +7.9% 6,772,706 $1.7B
Cetera Investment Advisers 2.00% Add +24.2% 6,744,633 $1.7B
Circle Wealth Management, LLC 32.89% Add +1.4% 6,637,298 $1.7B
Healthcare of Ontario Pension Plan Trust Fund 3.15% Reduce -10.2% 6,634,352 $1.7B
Asset Management One Co., Ltd. 4.86% Add +0.5% 6,594,086 $1.7B
Mirae Asset Global Investments Co., Ltd. 5.22% Add +5.4% 6,530,591 $1.7B
AXA Investment Managers S.A. 4.46% — 6,472,176 $1.6B
Public Employees Retirement System of Ohio 5.09% Reduce -2.3% 6,296,385 $1.6B
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.58% Reduce -1.7% 6,264,811 $1.6B
Rockefeller Capital Management L.P. 3.12% Add +2.9% 6,259,272 $1.6B
Captrust Financial Advisors 3.20% Add +0.5% 6,157,714 $1.6B
Man Group plc 3.08% Add +9.2% 6,156,047 $1.6B
GMO 4.40% Add +2.5% 6,122,841 $1.6B
Fifth Third Bancorp 4.90% Reduce -0.8% 6,014,377 $1.5B
Mercer Global Advisors Inc. 2.55% New 6,050,013 $1.5B
Blair William & Co. 4.06% Reduce -0.6% 5,992,795 $1.5B
KLP Kapitalforvaltning As 5.89% Reduce -0.3% 5,837,404 $1.5B
Daiwa Securities Group Inc. 5.02% Add +3.1% 5,818,934 $1.5B
D. E. Shaw & Co. 1.28% Reduce -50.0% 5,812,636 $1.5B
Bank Julius Baer & Co. Ltd, Zurich 4.17% Add +13.0% 5,809,379 $1.5B
King Luther Capital Management Corp. 6.02% Add +0.2% 5,696,757 $1.5B
Thrivent Financial for Lutherans 2.89% Add +9.5% 5,632,055 $1.4B
William Blair Investment Management, LLC 3.70% Add +7.0% 5,620,453 $1.4B
DNB Asset Management AS 5.29% Add +16.8% 5,561,135 $1.4B
AustralianSuper Pty Ltd 6.64% Add +12.9% 5,516,235 $1.4B
Panagora Asset Management Inc. 5.65% Add +9.3% 5,502,870 $1.4B
Two Sigma Advisers, LP 2.79% Reduce -14.3% 5,472,600 $1.4B
STRS Ohio 5.08% Reduce -3.2% 5,443,529 $1.4B
Credit Agricole S A 4.56% — 5,406,066 $1.4B
SG Americas Securities, LLC 5.11% Reduce -58.9% 5,395,957 $1.4B
Skandinaviska Enskilda Banken AB (publ) 5.42% Add +0.0% 5,302,012 $1.4B
First Manhattan Co. Llc. 3.54% Reduce -4.5% 5,263,575 $1.3B
Retirement Systems of Alabama 4.44% Add +0.7% 5,242,533 $1.3B
Jacobs Levy Equity Management, Inc. 5.29% Reduce -11.3% 5,228,272 $1.3B
State of New Jersey Common Pension Fund D 4.88% Add +3.0% 5,207,827 $1.3B
State of Tennessee, Department of Treasury 4.38% Reduce -0.8% 5,164,296 $1.3B
Worldquant Millennium Advisors LLC 5.61% Add +13.5% 5,101,336 $1.3B
ING Groep NV 6.95% Add +1.4% 5,048,684 $1.3B
Citadel Advisors 1.02% Add +108.2% 4,920,683 $1.3B
Lansforsakringar Fondforvaltning AB (publ) 6.40% Add +2.7% 4,854,917 $1.2B
Keybank National Association 4.34% Reduce -1.5% 4,854,658 $1.2B
Menora Mivtachim Holdings LTD. 6.18% Add +0.1% 4,784,603 $1.2B
Resona Asset Management Co.,Ltd. 5.69% Reduce -5.4% 4,713,024 $1.2B
Jane Street Group, LLC 1.41% Add +1629.8% 4,699,091 $1.2B
M&T Bank Corp 3.98% Reduce -5.2% 4,646,711 $1.2B
Janney Montgomery Scott LLC 2.77% Reduce -0.2% 4,585,290 $1.2B
Susquehanna International Group, LLP 1.66% Reduce -10.1% 4,463,087 $1.1B
1832 Asset Management L.P. 1.90% Add +70.6% 4,406,539 $1.1B
Cambridge Investment Research Advisors, Inc. 3.07% Add +1.9% 4,394,125 $1.1B
UniSuper Management Pty Ltd 6.83% Reduce -1.8% 4,379,178 $1.1B
Arizona State Retirement System 5.92% Reduce -0.7% 4,361,774 $1.1B
Lido Advisors, LLC 4.60% Add +12.3% 4,360,204 $1.1B
State of Michigan Retirement System 5.31% Reduce -1.1% 4,335,499 $1.1B
MetLife Investment Management, LLC 5.27% New 4,311,733 $1.1B
Cardano Risk Management B.V. 11.46% Add +2.1% 4,238,026 $1.1B
First Trust Advisors LP 0.80% Add +0.4% 4,234,034 $1.1B
Teacher Retirement System of Texas 4.32% Reduce -8.9% 4,216,552 $1.1B
Everett Harris & Co. 13.21% Reduce -0.6% 4,194,363 $1.1B
Forsta Ap-Fonden 6.25% Add +3.4% 4,138,000 $1.1B
Fred Alger Management, LLC 4.08% Add +9.9% 4,112,719 $1.0B
Nisa Investment Advisors, LLC 4.01% Reduce -7.5% 4,082,593 $1.0B
Calamos Advisors LLC 6.13% Reduce -1.0% 4,074,858 $1.0B
Performance Wealth Partners, LLC 28.71% Reduce -0.6% 4,041,533 $1.0B
Swiss Life Asset Management Ltd 5.35% Add +2.6% 4,039,366 $1.0B
Brown Advisory Inc. 1.29% Reduce -5.0% 3,878,501 $987.6M
CIBC Asset Management Inc 2.85% Add +1.8% 3,865,603 $984.1M
Commerce Bank 5.46% Reduce -1.2% 3,855,040 $981.6M
Clear Street Group Inc. 4.75% — 3,825,479 $974.1M
Czech National Bank 6.62% Add +3.2% 3,769,149 $959.7M
Public Sector Pension Investment Board 3.53% Reduce -15.2% 3,768,354 $959.5M
Northwestern Mutual Wealth Management Co. 0.64% Add +0.8% 3,752,997 $955.6M
Tredje AP-fonden 7.60% Add +26.2% 3,716,915 $946.4M
Xponance LLC 7.41% Reduce -3.4% 3,673,887 $935.5M
Alyeska Investment Group, L.P. 2.82% Add +1359.5% 3,645,880 $928.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 4.55% Reduce -2.7% 3,563,719 $907.4M
Parnassus Investments, LLC 2.08% Reduce -2.1% 3,530,850 $899.1M
Federated Hermes, Inc. 1.59% Reduce -0.1% 3,525,707 $897.8M
Allspring Global Investments Holdings, LLC 1.43% Reduce -1.4% 3,495,611 $893.0M
Zurich Insurance Group Ltd 6.37% Add +21.7% 3,502,416 $891.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 5.68% Reduce -0.8% 3,437,940 $875.4M
Candriam S.C.A. 4.56% Reduce -0.4% 3,402,027 $866.3M
Flossbach Von Storch SE 3.41% Add +10.3% 3,393,476 $864.1M
Comerica Bank 3.25% Reduce -5.0% 3,387,334 $862.5M
NEOS Investment Management LLC 6.36% Add +52.2% 3,337,038 $849.7M
Glenmede Investment Management, LP 4.10% Reduce -2.0% 3,335,317 $849.3M
Westfield Capital Management Co. LP 3.56% Reduce -4.6% 3,334,545 $849.1M
Scotia Capital Inc. 3.59% Add +1.4% 3,314,976 $844.1M
Amalgamated Bank 6.01% Reduce -0.7% 3,302,365 $840.9M
Capital Wealth Planning, LLC 5.77% Add +26.8% 3,216,757 $819.1M
AMF Tjanstepension AB 5.18% Reduce -0.1% 3,207,806 $816.8M
Cibc World Market Inc. 1.68% Reduce -22.3% 3,185,383 $811.1M
Rathbones Group PLC 3.24% Add +7.7% 3,132,050 $797.5M
Nissay Asset Management Corp. /Japan 4.40% Add +1.8% 3,129,350 $796.8M
CIBC Bancorp USA Inc. 4.76% — 3,097,938 $788.8M
Pinebridge Investments, L.P. 5.74% Add +1.3% 3,037,520 $773.4M
HRT Financial LP 2.84% Add +690.6% 3,033,415 $772.4M
Gateway Investment Advisers LLC 7.43% Add +12.1% 3,019,790 $768.9M
Agf Management Ltd. 3.39% Add +586.3% 2,994,700 $762.5M
NorthCoast Asset Management LLC 2.98% Add +4.5% 2,993,014 $762.1M
IFM Investors Pty Ltd 6.54% Reduce -0.7% 2,913,522 $744.3M
Ninety One UK Ltd 1.57% Add +13.9% 2,849,443 $725.6M
Rafferty Asset Management, LLC 2.35% Reduce -5.8% 2,849,312 $725.5M
Fort Washington Investment Advisors Inc. 3.90% Reduce -0.1% 2,827,926 $720.1M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 7.76% No change 2,800,000 $713.0M
Cincinnati Financial Corp. 14.10% No change 2,797,016 $712.2M
Mn Services Vermogensbeheer B.V. 4.60% Add +1.3% 2,794,292 $711.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 4.06% Reduce -1.1% 2,781,975 $708.4M
Assetmark, Inc. 1.51% Reduce -2.3% 2,766,377 $704.4M
B. Metzler seel. Sohn & Co. AG 6.17% Add +2.6% 2,749,136 $700.0M
Pathstone Holdings, LLC 2.64% Reduce -0.2% 2,712,937 $690.7M
CI Investments Inc. 2.51% Add +47.2% 2,710,578 $690.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 5.84% Add +0.9% 2,660,748 $677.5M
Alecta Tjanstepension Omsesidigt 3.02% Add +3.9% 2,656,000 $676.0M
Kestra Advisory Services, LLC 3.09% Add +3.7% 2,652,334 $675.4M
Jones Financial Companies LLLP 0.46% Add +14.6% 2,620,999 $669.3M
MML Investors Services, LLC 1.78% Add +2.4% 2,623,518 $668.0M
Ieq Capital, LLC 1.97% Add +11.1% 2,549,845 $649.3M
Mediolanum International Funds Ltd 6.82% Add +12.4% 2,549,408 $648.6M
Cwm, LLC 1.92% Add +8.5% 2,506,458 $638.2M
London Co. of Virginia 3.49% Reduce -2.5% 2,483,978 $632.5M
Banco Bilbao Vizcaya Argentaria, S.A. 4.83% Add +16.0% 2,479,363 $631.3M
Employees Retirement System of Texas 5.86% Add +1.0% 2,439,273 $621.1M
Utah Retirement Systems 5.96% Reduce -0.8% 2,409,143 $613.4M
Varma Mutual Pension Insurance Co 3.90% Add +2.6% 2,391,483 $608.9M
NewEdge Advisors, LLC 2.74% Reduce -4.1% 2,419,154 $602.8M
Haverford Trust Co 5.42% Reduce -5.0% 2,358,756 $600.6M
Police & Firemen's Retirement System of New Jersey 4.81% Add +5.0% 2,350,847 $598.6M
USS Investment Management Ltd 2.86% Reduce -0.0% 2,338,914 $595.4M
Brown Brothers Harriman & Co. 3.61% Add +1.0% 2,326,850 $592.5M
Compagnie Lombard Odier SCmA 6.52% New 2,321,499 $591.1M
Jensen Investment Management Inc. 7.28% Reduce -0.6% 2,303,255 $586.5M
OMERS ADMINISTRATION Corp 4.20% Reduce -3.3% 2,302,969 $586.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 4.67% Add +1.3% 2,263,558 $576.4M
Private Advisor Group, LLC 2.83% Add +0.4% 2,261,452 $575.8M
Huntington National Bank 4.70% Reduce -1.3% 2,257,482 $574.8M
Vanguard Personalized Indexing Management, LLC 5.86% Add +5.5% 2,246,305 $572.2M
O'shaughnessy Asset Management, LLC 3.34% Add +17.1% 2,234,360 $568.9M
Steward Partners Investment Advisory, LLC 3.21% Add +5.2% 2,199,385 $560.0M
Capitolis Liquid Global Markets LLC 4.45% Reduce -48.2% 2,190,468 $557.8M
Balyasny Asset Management L.P. 1.15% Add +759.2% 2,180,475 $555.2M
&partners 3.53% Add +8.4% 2,181,166 $551.6M
Caxton Associates LLP 15.03% Reduce -1.4% 2,152,518 $548.1M
Empower Advisory Group, LLC 1.52% Add +0.3% 2,152,177 $548.0M
New York Life Investment Management LLC 4.77% Reduce -3.4% 2,130,016 $542.4M
Qube Research & Technologies Ltd 0.77% Reduce -53.0% 2,128,725 $542.1M
BI Asset Management Fondsmaeglerselskab A/S 4.87% Add +4.9% 2,142,988 $539.1M
Tidal Investments LLC 2.27% Add +27.0% 2,097,502 $534.1M
Federation des caisses Desjardins du Quebec 2.08% Add +2.1% 2,074,412 $528.2M
ASR Vermogensbeheer N.V. 6.40% Reduce -1.0% 2,073,148 $527.9M
Williams Jones Wealth Management, LLC. 6.00% Reduce -0.6% 2,058,413 $524.1M
Woodline Partners LP 2.46% Add +26.9% 2,050,252 $522.1M
Achmea Investment Management B.V. 6.40% Add +0.8% 2,021,144 $514.6M
MAI Capital Management 3.22% Add +6.9% 2,017,871 $513.8M
AE Wealth Management LLC 3.26% Add +11.4% 2,010,129 $511.8M
Aware Super Pty Ltd as trustee of Aware Super 6.94% No change 1,978,658 $503.8M
State of Alaska, Department of Revenue 5.11% Reduce -4.1% 1,966,315 $500.7M
Teachers Retirement System of the State of Kentucky 3.80% Reduce -1.3% 1,964,769 $500.3M
QRG Capital Management, Inc. 6.05% Reduce -29.1% 1,961,437 $499.4M
Holocene Advisors, LP 1.14% Reduce -36.6% 1,950,000 $496.5M
Allworth Financial LP 2.19% Add +4.3% 1,941,811 $494.4M
Natixis 2.67% Reduce -76.0% 1,930,139 $491.5M
Guggenheim Capital LLC 3.65% Add +0.3% 1,927,913 $490.9M
Squarepoint Ops LLC 1.04% Reduce -63.4% 1,916,296 $487.9M
Cullen/Frost Bankers, Inc. 5.65% Add +0.0% 1,910,735 $486.5M
Johnson Investment Counsel Inc. 4.05% Reduce -0.3% 1,900,050 $483.8M
Cresset Asset Management, LLC 2.11% Add +2.0% 1,877,718 $478.1M
Tiaa Trust, National Association 1.16% Add +1.4% 1,872,138 $476.7M
Vontobel Holding Ltd. 1.45% Add +17.8% 1,818,965 $463.2M
Whittier Trust Co. 5.24% Add +1.1% 1,785,159 $460.6M
Saturna Capital Corp. 5.90% Reduce -2.0% 1,798,007 $457.8M
Connor, Clark & Lunn Investment Management Ltd. 1.44% Add +26.1% 1,795,581 $457.2M
Yarbrough Capital, LLC 14.13% No change 1,783,410 $454.1M
HM Payson & Co. 6.51% Reduce -0.5% 1,777,400 $452.6M
LGT Group Foundation 5.17% Add +0.3% 1,765,195 $450.9M
Factory Mutual Insurance Co. 4.38% Reduce -3.2% 1,767,571 $450.1M
Primecap Management Co. 0.34% Reduce -15.7% 1,760,880 $448.4M
OP Asset Management Ltd 5.86% Add +1.3% 1,746,334 $444.7M
Yousif Capital Management, LLC 4.74% Reduce -5.9% 1,744,061 $444.1M
Welch & Forbes LLC 5.28% Reduce -0.8% 1,722,290 $438.5M
Bartlett & Co. Wealth Management LLC 5.75% Reduce -1.4% 1,705,709 $434.3M
Oregon Public Employees Retirement Fund 5.62% Add +31.4% 1,696,315 $431.9M
AEGON ASSET MANAGEMENT UK Plc 5.10% Reduce -0.9% 1,689,284 $430.0M
Pacer Advisors, Inc. 1.12% Reduce -1.9% 1,677,580 $427.2M
Intech Investment Management LLC 3.80% Reduce -10.4% 1,673,750 $426.2M
Sequoia Financial Advisors, LLC 2.59% Add +4.7% 1,667,078 $424.5M
Investment Management Corp of Ontario 6.42% Add +1.1% 1,660,727 $422.9M
Mutual of America Capital Management LLC 4.45% Reduce -6.1% 1,657,445 $422.0M
Elo Mutual Pension Insurance Co 6.83% Add +9.6% 1,632,742 $415.7M
Evercore Wealth Management, LLC 6.05% Reduce -1.6% 1,619,311 $412.3M
Ossiam 5.31% Add +2.2% 1,619,207 $412.3M
Regions Financial Corp. 2.66% Reduce -1.0% 1,605,256 $408.7M
Boston Trust Walden Corp 2.98% Reduce -9.0% 1,597,030 $406.7M
Zacks Investment Management 3.24% Add +5.5% 1,596,292 $406.5M
Erste Asset Management GmbH 3.86% Reduce -22.1% 1,568,585 $399.0M
Fiduciary Trust Co 4.50% Reduce -0.9% 1,561,192 $397.5M
Shelton Capital Management 8.49% Add +4.0% 1,557,500 $396.6M
United Capital Financial Advisors, LLC 2.84% Add +5.5% 1,549,938 $394.7M
Raiffeisen Bank International AG 5.24% Add +15.3% 1,548,683 $394.0M
Beacon Pointe Advisors, LLC 3.32% Reduce -5.4% 1,536,816 $391.3M
HB Wealth Management, LLC 2.64% Add +19.4% 1,522,715 $387.7M
GF Fund Management Co. LTD. 7.03% Add +1.3% 1,521,545 $387.4M
D.A. Davidson & Co. 2.47% Add +1.5% 1,513,425 $385.4M
Clark Capital Management Group, Inc. 2.40% Add +7.6% 1,507,195 $383.8M
TD Waterhouse Canada Inc. 2.50% Add +2.0% 1,498,872 $383.1M
Jupiter Asset Management Ltd. 3.29% Reduce -10.9% 1,502,797 $382.7M
Avanza Fonder AB 9.88% Add +2.6% 1,495,794 $380.9M
Bridges Investment Management Inc. 4.87% Reduce -2.2% 1,495,356 $380.8M
Prudential PLC 2.78% Add +5.7% 1,483,202 $377.7M
Wealthfront Advisers LLC 0.88% Add +6.9% 1,474,557 $375.5M
Nomura Holdings Inc. 1.90% Add +179.5% 1,457,231 $371.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 3.25% Reduce -2.4% 1,428,893 $370.9M
iA Global Asset Management Inc. 5.07% Add +16.6% 1,455,987 $370.7M
Sarasin & Partners LLP 3.62% Add +3.8% 1,450,538 $369.1M
Midwest Trust Co 4.78% Reduce -0.0% 1,441,861 $367.1M
Gotham Asset Management 1.58% Add +60.5% 1,428,976 $363.9M
Citizens Financial Group Inc. 4.98% Add +48.4% 1,426,605 $363.3M
Greenbrier Partners Capital Management, LLC 24.54% Reduce -0.1% 1,423,300 $362.4M
Congress Asset Management Co. 2.40% Reduce -0.5% 1,414,488 $360.2M
Crestwood Advisors Group, LLC 6.10% Reduce -3.2% 1,407,408 $358.4M
Atalanta Sosnoff Capital, LLC 6.86% Add +6.3% 1,405,397 $357.9M
Ethic Inc. 5.88% Add +0.8% 1,404,405 $357.6M
MKP Capital Management, L.L.C. 14.19% New 1,390,000 $353.9M
DAVENPORT & Co LLC 1.88% Add +11.0% 1,374,872 $350.0M
Peapack Gladstone Financial Corp. 4.55% Reduce -1.2% 1,371,791 $349.3M
Nearwater Capital Markets, Ltd 4.66% Add +7.1% 1,368,900 $348.6M
Sapient Capital LLC 5.34% Reduce -1.6% 1,363,041 $346.8M
Danica Pension, Livsforsikringsaktieselskab 5.24% Add +30.0% 1,333,576 $339.6M
LBP Am SA 4.16% Add +41.9% 1,328,155 $338.2M
Lord, Abbett & Co. LLC 1.04% Reduce -13.4% 1,318,356 $335.7M
Sustainable Growth Advisers, LP 1.96% Reduce -0.5% 1,317,612 $335.5M
Banco Santander, S.A. 2.96% Add +13.2% 1,308,481 $333.2M
Employees Provident Fund Board 2.62% Reduce -36.9% 1,282,409 $326.5M
Groupama Asset Managment 4.86% Add +6.5% 1,279,533 $325.8M
Groupe la Francaise 4.42% Add +12.6% 1,286,765 $323.7M
Polar Capital Holdings Plc 1.57% Add +22.6% 1,270,729 $323.6M
Vinva Investment Management Ltd 6.30% Add +17.7% 1,266,391 $322.2M
Lazard Freres Gestion S.A.S. 6.13% Add +2.9% 1,264,285 $321.9M
Quilter Plc 5.51% Reduce -1.4% 1,259,099 $320.6M
Pinnacle Associates Ltd. 4.24% Reduce -2.7% 1,253,616 $319.2M
NewEdge Wealth, LLC 4.52% Add +5.3% 1,167,152 $315.3M
Ferguson Wellman Capital Management, Inc. 5.09% Reduce -1.1% 1,231,595 $313.6M
Border to Coast Pensions Partnership Ltd 5.46% Add +5.9% 1,230,462 $313.3M
Markel Group 2.54% No change 1,227,290 $312.5M
Louisiana State Employees Retirement System 5.21% Reduce -1.1% 1,218,600 $310.3M
ExodusPoint Capital Management, LP 4.29% New 1,202,327 $306.1M
UMB Bank, n.a. 4.45% Reduce -1.5% 1,188,367 $302.6M
J.W. Cole Advisors, Inc. 5.78% Reduce -3.3% 1,185,991 $302.0M
Mairs & Power Inc. 2.83% Add +3.5% 1,182,743 $301.2M
Van Eck Associates Corp. 0.28% Add +3.0% 1,176,018 $299.4M
Simplex Trading, LLC 6.48% Add +12.9% 1,153,494 $293.7M
Davis R M Inc. 5.05% Reduce -0.4% 1,133,470 $288.6M
Capital Fund Management S.A. 2.88% Reduce -13.8% 1,132,709 $288.4M
Aptus Capital Advisors, LLC 2.63% Add +1.9% 1,130,520 $287.9M
Oppenheimer & Co. Inc. 3.48% Reduce -0.5% 1,121,589 $285.6M
Walleye Capital LLC 2.56% Add +597.2% 1,121,243 $285.5M
Whittier Trust Co. of Nevada Inc. 6.06% Add +0.9% 1,101,836 $284.3M
Commerzbank Aktiengesellschaft 5.85% Add +3.9% 1,105,663 $281.5M
Independent Investors Inc. 53.92% Reduce -2.0% 1,100,423 $280.2M
Perigon Wealth Management, LLC 5.71% Add +0.2% 1,098,241 $279.6M
Bradley Foster & Sargent Inc. 4.12% Reduce -0.5% 1,096,250 $279.1M
Stratos Wealth Partners, LTD. 3.32% Add +4.5% 1,095,288 $278.9M
Epoch Investment Partners, Inc. 1.53% Add +31.1% 1,090,982 $277.8M
Eastern Bank 4.89% Reduce -2.1% 1,081,376 $275.4M
Glenview Trust Co 4.33% Reduce -0.2% 1,072,750 $273.2M
Eagle Global Advisors LLC 10.46% Reduce -0.3% 1,072,172 $273.0M
Bristol John W & Co. Inc. 4.28% Reduce -2.2% 1,064,378 $271.0M
Ofi Invest Asset Management 5.70% Add +8.0% 1,248,728 $270.6M
Illinois Municipal Retirement Fund 3.43% Add +0.2% 1,054,297 $268.5M
Mesirow Financial Investment Management, Inc. 4.80% Reduce -1.0% 1,053,309 $268.2M
Hollencrest Capital Management 9.68% Add +0.7% 1,050,675 $267.5M
Kestra Private Wealth Services, LLC 3.46% Reduce -0.1% 1,039,446 $264.7M
E. Ohman J:or Asset Management AB 6.17% Reduce -0.0% 1,029,388 $262.1M
CENTRAL TRUST Co 5.45% Reduce -2.8% 1,023,919 $260.7M
Banque Transatlantique SA 6.34% Reduce -2.5% 1,020,907 $259.9M
Norinchukin Bank, The 3.46% Reduce -0.0% 1,011,957 $257.7M
Hudson Bay Capital Management LP 1.81% Add +1340.2% 1,010,591 $257.3M
Stonegate Investment Group, LLC 5.86% Reduce -0.5% 991,367 $252.4M
Orion Porfolio Solutions, LLC 1.95% Add +3.0% 986,079 $251.1M
Mizuho Securities USA LLC 5.09% Add +4.7% 1,080,876 $250.9M
RJA Asset Management LLC 95.03% Reduce -12.7% 980,200 $249.6M
Aristotle Atlantic Partners, LLC 7.21% Add +2.6% 976,639 $248.7M
Salem Investment Counselors Inc. 7.11% Add +0.0% 975,635 $248.4M
Capstone Investment Advisors, LLC 2.65% Reduce -74.5% 974,127 $248.0M
Waverly Advisors, LLC 2.47% Add +7.8% 970,962 $247.2M
Advisors Capital Management, LLC 3.10% Add +1.6% 969,803 $246.9M
Integrated Wealth Concepts LLC 2.19% Add +3.6% 963,471 $245.3M
Clearstead Advisors, LLC 3.57% Reduce -1.3% 963,252 $245.3M
Benjamin Edwards Inc. 2.77% Add +20.5% 961,238 $244.8M
Mission Wealth Management, LP 4.98% Reduce -4.9% 955,982 $243.4M
Busey Bank 6.78% Reduce -1.2% 954,572 $243.1M
Crossmark Global Holdings, Inc. 3.64% Add +0.8% 954,065 $242.9M
M&G PLC 1.35% Add +1.1% 951,621 $242.7M
Parallel Advisors, LLC 4.44% Add +2.2% 950,107 $241.9M
Choreo, LLC 3.13% Add +2.3% 942,821 $240.1M
HighPoint Advisor Group LLC 11.44% Add +1.2% 942,808 $240.1M
Fishman Jay A Ltd. 20.57% Reduce -2.7% 942,324 $239.9M
Voleon Capital Management LP 5.82% Add +95.5% 935,657 $238.2M
Montrusco Bolton Investments Inc. 2.77% Add +3.9% 933,027 $237.6M
Local Pensions Partnership Investment Ltd 4.04% Add +8.8% 931,980 $237.2M
Independent Advisor Alliance 6.09% Reduce -2.5% 919,771 $234.2M
Kentucky Retirement Systems 6.45% Reduce -3.1% 915,340 $233.1M
Migdal Insurance & Financial Holdings Ltd. 2.51% Reduce -6.7% 914,700 $232.9M
Artisan Partners Limited Partnership 0.33% Reduce -6.0% 911,715 $232.1M
Two Sigma Investments, LP 0.37% Reduce -35.6% 904,421 $230.3M
Advisory Services Network, LLC 3.33% Add +0.9% 892,038 $227.1M
Flputnam Investment Management Co. 3.35% Reduce -0.8% 878,872 $223.8M
Hancock Whitney Corp. 4.07% Reduce -4.6% 877,511 $223.4M
KCM Investment Advisors LLC 7.23% Reduce -0.6% 876,885 $223.3M
Atlantic Union Bankshares Corp 4.20% Add +9.5% 875,734 $223.0M
Destination Wealth Management 6.13% Add +3.4% 873,391 $222.4M
Hartford Investment Management Co. 6.68% Reduce -3.5% 869,502 $221.4M
Bokf, NA 3.32% Add +0.8% 867,536 $220.9M
Journey Strategic Wealth LLC 6.23% Reduce -3.8% 866,947 $220.8M
Capital International, Inc. 1.77% Add +19.7% 865,337 $220.3M
SteelPeak Wealth, LLC 7.38% Add +8.7% 862,933 $219.7M
Wesbanco Bank Inc. 6.07% Reduce -5.5% 855,392 $217.8M
NorthRock Partners, LLC 3.93% Add +16.9% 852,751 $217.1M
Silvant Capital Management LLC 7.53% Add +2.4% 852,692 $217.1M
Phoenix Financial Ltd. 2.64% Add +24.5% 850,706 $216.7M
Capital Advisors Inc. 3.62% Add +19.1% 860,996 $216.3M
Bailard, Inc. 4.69% Reduce -3.8% 847,956 $215.9M
Apollon Wealth Management, LLC 3.83% Reduce -1.3% 844,540 $215.0M
Prospera Financial Services Inc 3.67% Add +1.4% 844,124 $215.0M
Synovus Financial Corp. 2.45% Reduce -0.9% 839,520 $213.8M
Exchange Traded Concepts, LLC 2.03% Reduce -10.0% 835,037 $212.6M
Modera Wealth Management, LLC 2.46% Reduce -3.2% 833,809 $212.3M
Stephens Inc. 2.67% Add +2.0% 823,406 $209.8M
Adams Diversified Equity Fund, Inc. 7.06% Reduce -1.0% 822,900 $209.5M
Metis Global Partners, LLC 4.92% Reduce -5.3% 820,515 $208.9M
Prime Capital Investment Advisors, LLC 2.62% Add +2.3% 819,084 $208.6M
Baker Avenue Asset Management, LP 4.97% Add +9.3% 814,376 $207.4M
Wedbush Securities Inc. 6.78% Reduce -2.5% 813,960 $207.3M
Empowered Funds, LLC 2.07% Add +22.5% 805,806 $205.2M
Windward Capital Management Co. 16.35% Reduce -3.0% 805,194 $205.0M
RiverFront Investment Group, LLC 3.58% Add +18.5% 796,768 $203.7M
South Dakota Investment Council 3.93% Reduce -6.9% 794,886 $202.4M
Badgley Phelps Wealth Managers, LLC 4.24% Reduce -2.6% 792,020 $201.7M
Daymark Wealth Partners, LLC 6.83% Add +2.0% 789,636 $201.1M
Vident Advisory, LLC 1.96% Add +4.4% 788,216 $200.7M
Wilmington Savings Fund Society, FSB 4.82% Reduce -18.7% 785,442 $200.0M
Calamos Wealth Management LLC 7.30% Add +12.9% 785,082 $199.9M
Silvercrest Asset Management Group LLC 1.32% Add +0.6% 784,484 $199.8M
Rwa Wealth Partners, LLC 2.27% Add +6.9% 785,404 $199.7M
Merit Financial Group, LLC 1.83% Add +6.2% 781,670 $199.0M
Cornerstone Advisors, LLC 6.54% No change 778,700 $198.3M
Andra AP-fonden 2.52% Reduce -2.1% 773,700 $197.0M
Cannell & Spears LLC 3.67% Reduce -1.7% 764,917 $194.8M
Envestnet Portfolio Solutions, Inc. 0.72% Reduce -1.8% 764,465 $194.7M
Moneta Group Investment Advisors LLC 1.54% Add +5.9% 760,672 $193.7M
Gulf International Bank (UK) Ltd 6.33% Reduce -1.9% 757,684 $192.9M
Equitable Holdings, Inc. 1.42% Add +3.7% 755,750 $192.4M
Intermede Investment Partners Ltd 7.86% Reduce -25.8% 750,911 $191.2M
Composition Wealth, LLC 2.86% Reduce -0.4% 748,550 $190.6M
Biltmore Family Office, LLC 27.09% Reduce -1.2% 747,692 $190.4M
Daiichi Life Insurance Co., Ltd. 4.74% Add +0.5% 743,477 $189.3M
Axiom Investors LLC 1.39% Reduce -23.3% 742,215 $189.0M
Douglass Winthrop Advisors, LLC 3.27% Add +5.4% 736,396 $187.5M
World Investment Advisors 3.83% Add +3.9% 734,485 $187.0M
First Financial Bankshares Inc 3.84% Add +1.5% 734,425 $187.0M
Alphinity Investment Management Pty Ltd 1.81% New 726,986 $185.1M
Railway Pension Investments Ltd 2.51% Add +49.5% 726,652 $185.0M
Maryland State Retirement & Pension System 3.88% Add +1.5% 725,203 $184.7M
Savant Capital, LLC 1.12% Add +5.7% 722,747 $184.0M
Securian Asset Management, Inc. 4.86% Reduce -7.7% 720,974 $183.6M
Heritage Investors Management Corp. 5.46% Reduce -1.3% 717,131 $182.6M
Marsico Capital Management LLC 4.68% Add +65.9% 716,498 $182.4M
ABN AMRO Bank N.V. 1.79% Add +83.3% 716,882 $181.9M
Baillie Gifford & Co. 0.13% Reduce -1.5% 710,870 $181.0M
MassMutual Private Wealth & Trust, FSB 4.57% Reduce -0.9% 705,260 $179.6M
Alpha Cubed Investments, LLC 6.24% Add +4.9% 703,416 $179.1M
Bahl & Gaynor LLC 0.89% Reduce -5.7% 702,586 $178.9M
Tocqueville Asset Management L.P. 2.60% Reduce -0.6% 700,660 $178.4M
Temasek Holdings (Private) Ltd 0.62% No change 700,544 $178.4M
Golden Unicorn (BVI) Ltd 25.18% No change 700,000 $178.2M
Farther Finance Advisors, LLC 2.66% Add +20.3% 689,954 $175.7M
Concurrent Investment Advisors, LLC 3.02% Add +5.6% 702,230 $174.8M
Patten & Patten Inc. 10.15% Reduce -3.0% 678,668 $172.8M
Clifford Swan Investment Counsel LLC 5.74% Reduce -0.7% 677,452 $172.5M
Livforsakringsbolaget Skandia, Omsesidigt 6.70% Add +1.5% 672,335 $171.1M
New Mexico Educational Retirement Board 5.29% Reduce -4.5% 669,964 $170.6M
Sterling Capital Management LLC 2.50% Reduce -13.3% 669,738 $170.5M
Carnegie Investment Counsel 3.21% Reduce -0.3% 668,997 $170.3M
Trillium Asset Management, LLC 4.48% Reduce -2.7% 666,030 $169.6M
Old National Bancorp 2.90% Reduce -0.7% 665,001 $169.3M
Florida Trust Wealth Management Co 4.81% Add +1.5% 663,420 $168.9M
Country Trust Bank 3.69% Reduce -12.1% 662,971 $168.8M
Diversified Trust Co. 3.35% Add +2.0% 658,931 $167.8M
Covea Finance 5.83% Reduce -1.7% 657,284 $167.4M
Mutual Advisors, LLC 3.67% Add +5.0% 640,733 $166.3M
First American Bank 10.40% Reduce -0.1% 650,123 $165.5M
Greenleaf Trust 1.50% Reduce -3.6% 649,004 $165.3M
Henshaw Capital LLC 6.11% No change 643,494 $163.9M
First Citizens Bank & Trust Co. 3.53% Add +3.3% 642,083 $163.5M
Northeast Investment Management 6.57% Reduce -1.0% 640,269 $163.0M
Harvest Fund Management Co., Ltd 6.88% Add +6.0% 638,020 $162.4M
Laird Norton Wetherby Wealth Management, LLC 6.63% Reduce -2.4% 637,536 $162.3M
Pinnacle Financial Partners Inc 3.87% Reduce -23.5% 634,373 $161.5M
Tokio Marine Asset Management Co. Ltd. 5.72% Add +1.4% 632,080 $160.9M
Verus Capital Partners, LLC 12.50% Reduce -2.0% 631,332 $160.8M
Choate Investment Advisors 3.32% Add +0.4% 630,304 $160.5M
Curi Capital, LLC 2.95% Add +5.8% 629,928 $160.4M
Sigma Planning Corp 4.53% Reduce -3.9% 626,117 $159.4M
Nan Shan Life Insurance Co., Ltd. 3.38% Reduce -6.6% 624,473 $159.0M
Becker Capital Management Inc. 4.62% Reduce -1.1% 621,381 $158.2M
Union Bancaire Privee, UBP SA 2.26% Reduce -0.2% 652,430 $157.7M
Bleakley Financial Group, LLC 3.65% Add +0.3% 618,580 $157.5M
Rokos Capital Management LLP 1.99% New 616,389 $156.9M
Generali Asset Management SPA SGR 3.35% Reduce -0.9% 615,558 $156.7M
Lombard Odier Asset Management (Switzerland) SA 7.12% Add +0.4% 613,557 $156.2M
Motley Fool Asset Management LLC 6.45% Add +5.0% 612,839 $156.0M
Braun Stacey Associates Inc. 5.11% Add +1.2% 612,628 $156.0M
Quadrature Capital Ltd 1.85% Reduce -59.0% 612,766 $156.0M
Mogy Joel R Investment Counsel Inc. 8.52% Reduce -0.7% 610,633 $155.5M
Allianz SE 3.27% Add +1.7% 604,495 $153.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3.09% Add +1.8% 602,915 $153.5M
Coldstream Capital Management Inc. 2.05% Add +6.1% 598,954 $152.5M
Westwood Holdings Group Inc. 1.10% Add +117.2% 596,995 $152.0M
OneDigital Investment Advisors LLC 1.56% Add +2.1% 596,489 $151.9M
Valeo Financial Advisors, LLC 3.45% Reduce -2.0% 594,738 $151.4M
Stock Yards Bank & Trust Co. 4.74% Reduce -2.2% 593,974 $151.2M
Associated Banc-Corp 3.98% Reduce -2.1% 593,731 $151.2M
Dana Investment Advisors, Inc. 4.42% Reduce -1.8% 592,212 $150.8M
Capital Investment Counsel, Inc 18.23% Reduce -1.7% 587,795 $149.7M
Nicholas Company, Inc. 2.53% Add +0.0% 586,605 $149.4M
Profund Advisors LLC 4.83% Reduce -4.0% 584,197 $148.8M
Tudor Investment Corporation 0.99% Reduce -15.9% 581,576 $148.1M
Brookstone Capital Management 1.76% Add +1.0% 580,647 $147.9M
Arax Advisory Partners 2.12% Add +497.9% 580,606 $147.8M
Dakota Wealth Management 2.98% Reduce -0.4% 579,952 $147.7M
Snowden Capital Advisors LLC 4.05% Add +3.6% 579,577 $147.6M
Systematic Alpha Investments, LLC 4.83% No change 576,144 $146.7M
Signaturefd, LLC 2.30% Add +2.6% 573,863 $146.1M
Parsons Capital Management Inc. 8.25% Reduce -1.4% 570,409 $145.2M
Donaldson Capital Management, LLC 4.58% Add +1.2% 568,554 $144.8M
Trust Co. of Vermont 6.28% Reduce -0.1% 567,055 $144.4M
Summit Trail Advisors, LLC 2.00% Add +11.1% 566,770 $144.3M
Argent Trust Co 5.11% Reduce -1.5% 565,718 $144.0M
Locust Wood Capital Advisers, LLC 3.92% Add +16.7% 564,545 $143.8M
First National Trust Co 4.90% Reduce -1.8% 561,649 $143.0M
Ritholtz Wealth Management 2.77% Add +4.7% 560,086 $142.6M
Van Lanschot Kempen Investment Management N.V. 1.26% Reduce -5.1% 555,516 $141.5M
Optiver Holding B.V. 2.29% Reduce -37.9% 554,776 $141.3M
Mgo One Seven LLC 3.26% Add +23.4% 554,166 $141.1M
Oak Ridge Investments LLC 9.10% Add +2.0% 553,158 $140.9M
NS Partners Ltd 5.44% Reduce -0.9% 552,568 $140.7M
FineMark National Bank & Trust 4.60% Reduce -4.3% 552,534 $140.7M
Park Avenue Securities LLC 1.10% Add +4.2% 552,156 $140.6M
W.G. Shaheen & Associates DBA Whitney & Co 12.75% Reduce -0.8% 552,114 $140.6M
J. Safra Sarasin Holding AG 2.26% Add +18.7% 549,519 $139.9M
Kingsview Wealth Management, LLC 2.13% Reduce -0.6% 548,810 $139.7M
WASHINGTON TRUST Co 4.57% Reduce -0.2% 546,788 $139.2M
Ancora Advisors LLC 2.79% Reduce -2.5% 546,275 $139.1M
Nichols & Pratt Advisers LLP 8.77% Add +0.8% 545,397 $138.9M
Summit Financial, LLC 2.12% Add +7.2% 543,776 $138.5M
CWA Asset Management Group, LLC 5.13% Add +3.7% 543,635 $138.4M
Allstate Corp. 3.15% Add +1753.7% 542,845 $138.2M
Traynor Capital Management, Inc. 7.93% Add +1.0% 542,688 $138.2M
HCR Wealth Advisors 14.29% Add +1.4% 536,830 $138.0M
Meyer Handelman Co. 4.36% Reduce -6.8% 542,076 $138.0M
Advisors Asset Management, Inc. 2.32% Add +1.7% 537,387 $136.8M
Chilton Capital Management LLC 4.60% Add +15.4% 536,116 $136.5M
Mill Capital Management, LLC 10.08% Reduce -1.0% 534,043 $136.0M
Brighton Jones LLC 3.26% Add +0.6% 533,728 $135.9M
Logan Capital Management Inc. 5.72% Add +1.5% 532,655 $135.6M
Axxcess Wealth Management, LLC 2.86% New 551,749 $135.2M
Horizon Investments, LLC 1.77% Add +14.9% 530,813 $135.0M
Abn Amro Investment Solutions 2.76% Reduce -3.1% 529,271 $134.8M
Howland Capital Management LLC 5.12% Add +5.8% 527,531 $134.3M
Ashton Thomas Private Wealth, LLC 3.48% Add +12.5% 527,188 $134.2M
NorthCrest Asset Manangement, LLC 3.21% Add +5.9% 523,378 $134.2M
Maple Capital Management, Inc. 8.81% Add +0.7% 527,115 $134.2M
Empirical Finance, LLC 6.38% Add +0.9% 526,416 $134.0M
Freestone Capital Holdings, LLC 4.10% Add +7.7% 525,049 $133.7M
Investment House LLC 6.34% Reduce -5.2% 524,838 $133.6M
PFG Investments, LLC 6.84% Add +0.2% 517,030 $131.7M
Cacti Asset Management LLC 8.62% Reduce -5.0% 512,536 $130.9M
Prospect Hill Management, LLC 55.19% Add +0.0% 507,076 $129.1M
Focus Partners Advisor Solutions, LLC 1.46% Add +15.6% 490,027 $128.6M
Bowen Hanes & Co. Inc. 3.20% Reduce -1.3% 502,486 $127.9M
Level Four Advisory Services, LLC 4.37% Reduce -3.1% 500,673 $127.5M
Lockheed Martin Investment Management Co. 4.63% Reduce -27.3% 493,180 $125.6M
Callan Family Office, LLC 4.00% Add +4.8% 493,117 $125.6M
Three Seasons Wealth, LLC 12.46% Reduce -0.1% 492,731 $125.5M
Caprock Group, LLC 3.09% — 540,150 $125.4M
SBI Securities Co., Ltd. 3.18% Reduce -2.8% 488,288 $124.3M
Reynders McVeigh Capital Management, LLC 5.78% Reduce -1.4% 484,141 $123.3M
Gradient Investments LLC 2.05% Add +3.6% 481,952 $122.7M
J. L. Bainbridge & Co., Inc. 10.37% Reduce -3.4% 481,816 $122.7M
Independent Financial Group, LLC 2.93% Add +1.3% 478,680 $121.9M
Ami Asset Management Corp. 6.80% Reduce -1.9% 478,170 $121.8M
Zevenbergen Capital Investments LLC 2.36% Add +0.0% 476,051 $121.2M
Park National Corp. 3.78% Reduce -0.9% 474,459 $120.8M
Exencial Wealth Advisors, LLC 3.94% Reduce -1.2% 474,418 $120.8M
Sit Investment Associates Inc. 2.45% Reduce -3.0% 473,829 $120.7M
Northwestern Mutual Investment Management Company, LLC 1.74% Reduce -0.7% 472,991 $120.4M
Global Retirement Partners, LLC 2.70% Add +4.5% 472,772 $120.4M
Quadrant Capital Group LLC 3.90% Add +12.6% 471,619 $120.1M
St Germain D J Co. Inc. 4.79% Reduce -0.6% 470,348 $119.8M
Trexquant Investment LP 1.23% Add +7.0% 470,068 $119.7M
Capital Investment Advisors, LLC 1.97% Add +1.8% 469,545 $119.6M
BNP Paribas 3.60% Reduce -4.4% 467,800 $119.2M
Harvest Portfolios Group Inc. 2.19% Add +78.5% 466,846 $118.9M
Cohen Klingenstein LLC 3.72% No change 466,450 $118.8M
Private Wealth Partners, LLC 8.48% Reduce -2.2% 466,145 $118.7M
Artemis Investment Management LLP 1.47% Add +97.3% 464,720 $118.3M
GC Wealth Management RIA, LLC 3.88% Add +102.3% 462,703 $117.8M
Dearborn Partners LLC 5.52% Reduce -1.3% 462,537 $117.8M
Chicago Capital, LLC 2.90% Reduce -1.1% 462,480 $117.8M
SVB Wealth LLC 6.33% Reduce -6.9% 461,841 $117.6M
Crake Asset Management LLP 5.33% Add +7.8% 461,401 $117.5M
Neville Rodie & Shaw Inc. 8.49% Reduce -14.7% 461,180 $117.4M
Modern Wealth Management, LLC 2.32% Add +16.2% 460,772 $117.3M
Bard Financial Services, Inc. 12.84% Reduce -0.9% 459,568 $117.0M
Americana Partners, LLC 3.50% Add +12.4% 456,621 $116.3M
Cary Street Partners Financial LLC 3.01% Reduce -0.8% 455,146 $115.9M
IHT Wealth Management, LLC 2.93% Reduce -1.3% 454,592 $115.8M
Segall Bryant & Hamill, LLC 1.54% Reduce -3.5% 453,681 $115.5M
Siemens Fonds Invest GmbH 6.30% Reduce -2.4% 452,678 $115.3M
Roffman Miller Associates Inc. 6.44% Reduce -1.2% 451,553 $115.0M
Cullinan Associates Inc. 7.48% Reduce -0.5% 451,281 $114.9M
AG2R La Mondiale Gestion D'actifs 5.88% No change 558,148 $114.5M
Capula Management Ltd 0.85% Add +2506.0% 449,089 $114.4M
SouthState Bank Corp 5.23% Reduce -10.6% 446,214 $113.6M
Wealthspire Advisors, LLC 0.59% Reduce -1.3% 442,634 $112.7M
Dynamic Advisor Solutions LLC 3.27% Add +2.3% 453,220 $112.5M
Fiduciary Family Office, LLC 32.01% Reduce -0.1% 441,915 $112.5M
Ameritas Investment Partners, Inc. 3.44% Reduce -2.0% 441,422 $112.4M
Moors & Cabot, Inc. 4.86% Reduce -0.8% 437,232 $111.3M
Great Lakes Advisors, LLC 0.93% Reduce -4.5% 436,851 $111.2M
Farmers & Merchants Investments Inc. 3.15% Reduce -4.4% 436,385 $111.1M
Wharton Business Group, LLC 4.85% Reduce -0.5% 436,126 $111.1M
Joel Isaacson & Co., LLC 4.00% Add +3.9% 435,529 $110.9M
Transcend Capital Advisors, LLC 7.80% Add +0.7% 433,776 $110.5M
Franklin Street Advisors Inc. 6.36% Add +0.0% 433,509 $110.4M
Kornitzer Capital Management Inc. 2.23% Add +0.1% 433,445 $110.4M
Burney Co./ 3.51% Add +4.3% 433,308 $110.3M
OVERSEA-CHINESE BANKING Corp Ltd 2.85% Reduce -1.8% 432,064 $110.0M
Van Cleef Asset Management,Inc 11.17% Reduce -0.3% 431,592 $109.9M
Arkadios Wealth Advisors 2.69% Add +5.7% 430,724 $109.7M
F/m Investments LLC 4.22% Add +3.9% 429,917 $109.5M
Howard Capital Management Group, LLC 6.92% Add +0.4% 429,144 $109.3M
Banque Cantonale Vaudoise 4.10% Reduce -0.3% 429,119 $109.3M
Larson Financial Group LLC 3.84% Add +14.0% 428,800 $109.2M
Gabelli Funds LLC 0.75% Reduce -9.5% 425,718 $108.4M
Talbot Financial, LLC 9.12% Add +1.1% 423,177 $107.8M
Picton Mahoney Asset Management 1.37% Add +19.1% 420,307 $107.0M
Cincinnati Insurance Co. 1.66% No change 420,000 $106.9M
Northwest & Ethical Investments L.P. 2.52% Add +2.5% 419,805 $106.9M
Howard Capital Management, LLC 1.41% Add +10.9% 418,517 $106.6M
MUFG Securities EMEA plc 2.66% Add +13.6% 416,055 $105.9M
Annex Advisory Services, LLC 2.25% Reduce -2.9% 415,892 $105.9M
Avalon Trust Co 6.83% Add +4.5% 413,400 $105.3M
Insigneo Advisory Services, LLC 7.38% Add +8.8% 412,275 $105.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 2.59% Reduce -5.0% 412,082 $104.9M
Atria Investments, Inc 1.20% Add +2.7% 412,015 $104.9M
Robertson Stephens Wealth Management, LLC 3.16% Reduce -2.9% 411,271 $104.7M
Great Valley Advisor Group, Inc. 2.10% Reduce -0.2% 410,886 $104.6M
Smith Salley Wealth Management 5.38% Add +0.8% 410,211 $104.5M
Visionary Wealth Advisors 4.86% Add +0.6% 409,297 $104.2M
IFP Advisors, Inc 2.70% Reduce -5.5% 408,865 $104.1M
Canada Post Corp Registered Pension Plan 4.61% Add +53.6% 409,014 $104.1M
Hoffman, Alan N Investment Management 45.35% Reduce -0.4% 408,013 $103.9M
U.S. Capital Wealth Advisors, LLC 2.77% Add +1.4% 404,034 $102.9M
MMBG Investment Advisors Co. 9.10% Reduce -3.5% 403,919 $102.8M
Clal Insurance Enterprises Holdings Ltd 0.78% Add +0.1% 403,431 $102.7M
Sowell Financial Services LLC 3.93% Reduce -0.3% 402,464 $102.5M
Meeder Asset Management Inc. 5.84% Add +91.5% 402,407 $102.5M
Meridian Wealth Management, LLC 3.93% Add +2.5% 401,795 $102.3M
Foundations Investment Advisors, LLC 1.48% Add +2.0% 400,683 $102.0M
Mufg Securities Americas Inc. 6.59% Add +20.9% 400,191 $101.9M
Evelyn Partners Investment Management LLP 2.89% Reduce -4.2% 399,746 $101.8M
Highland Capital Management, LLC 5.05% Add +2.2% 397,834 $101.3M
Wahed Invest LLC 13.83% Reduce -0.8% 397,312 $101.2M
Adell Harriman & Carpenter Inc. 6.14% Reduce -1.9% 396,812 $101.0M
Azimuth Capital Investment Management LLC 3.61% Add +5.0% 394,561 $100.5M
M Holdings Securities, Inc. 21.18% New 393,532 $100.2M
Tritonpoint Wealth, LLC 8.53% Add +2.0% 390,727 $99.5M
Baldwin Wealth Partners LLC 6.45% Reduce -1.4% 388,900 $99.0M
Compound Planning, Inc. 3.19% Add +6.7% 387,010 $98.5M
WealthPlan Investment Management, LLC 6.52% Reduce -1.3% 386,371 $98.4M
Brevan Howard Capital Management LP 1.43% Add +115.7% 386,334 $98.4M
Signature Estate & Investment Advisors LLC 2.10% Reduce -16.9% 386,089 $98.3M
Opes Wealth Management LLC 17.24% Reduce -9.1% 384,537 $97.9M
Spire Wealth Management 3.33% Reduce -1.0% 383,855 $97.7M
Kentucky Retirement Systems Insurance Trust Fund 6.45% Reduce -4.3% 383,671 $97.7M
Evoke Wealth, LLC 2.03% Add +5.4% 382,684 $97.4M
Gerber Kawasaki Wealth & Investment Management 3.34% Add +1.2% 382,380 $97.4M
LVM Capital Management Ltd. 9.33% Reduce -1.6% 381,204 $97.1M
Community Bank, N.A. 11.72% Reduce -0.5% 380,736 $96.9M
Castleark Management LLC 2.71% Reduce -3.4% 380,021 $96.8M
Argent Capital Management LLC 2.64% Reduce -7.7% 379,133 $96.5M
Welch Group, LLC 3.76% Add +0.8% 378,099 $96.3M
Community Trust & Investment Co. 5.17% Reduce -1.6% 377,243 $96.1M
Van Hulzen Asset Management, LLC 7.12% Reduce -1.2% 375,727 $95.7M
Fiera Capital Corp 0.31% Add +1057.3% 375,635 $95.6M
Brickley Wealth Management 16.66% Add +0.3% 375,506 $95.6M
Principle Wealth Partners LLC 5.54% Reduce -0.5% 374,872 $95.5M
UNIVEST FINANCIAL Corp 5.33% Reduce -2.0% 374,223 $95.3M
Impax Asset Management Group plc 0.56% Reduce -5.1% 373,893 $95.2M
Evergreen Capital Management LLC 2.26% Add +7.7% 373,750 $95.2M
Ballentine Partners, LLC 1.32% Add +1.2% 372,367 $94.8M
Candlestick Capital Management LP 3.67% New 371,747 $94.7M
Jia Investment Alliance Pte. LTD. 9.43% No change 371,700 $94.6M
Generate Investment Management Ltd 4.80% Add +101.1% 371,280 $94.5M
Vestor Capital, LLC 6.06% Add +55.2% 370,819 $94.4M
BLI - Banque de Luxembourg Investments 2.74% Add +2.4% 369,572 $94.1M
Keystone Financial Group 7.20% Add +2.6% 363,510 $94.0M
Fifth Third Wealth Advisors LLC 3.46% Add +2.2% 369,055 $94.0M
Bryn Mawr Trust Advisors, LLC 4.66% Reduce -1.0% 369,013 $94.0M
Klingenstein Fields & Co. LP 3.54% Add +0.3% 368,134 $93.7M
Venture Visionary Partners LLC 3.22% Add +5.4% 367,706 $93.6M
Birch Hill Investment Advisors LLC 3.95% Add +2.7% 367,388 $93.5M
Wilkinson Global Asset Management LLC 5.87% Reduce -3.0% 366,717 $93.4M
Davidson Investment Advisors 3.92% Add +0.1% 363,142 $92.5M
Oppenheimer Asset Management Inc. 1.01% Add +9.0% 362,318 $92.3M
Oddo BHF Asset Management Sas 3.51% Add +20.8% 362,227 $92.2M
North Star Asset Management Inc. 3.74% Reduce -3.3% 361,995 $92.2M
McDaniel Terry & Co. 7.33% Reduce -0.4% 357,784 $91.1M
Plato Investment Management Ltd 6.16% Add +1.9% 359,781 $90.9M
Vestcor Inc 2.71% Reduce -4.7% 356,557 $90.8M
LGT Capital Partners LTD. 4.39% Reduce -11.9% 355,553 $90.5M
Meeder Advisory Services, Inc. 4.20% Add +8.0% 354,537 $90.3M
Harel Insurance Investments & Financial Services Ltd. 0.81% Add +2.4% 354,218 $90.2M
Triglav Investments, D.O.O. 5.89% Add +10.7% 353,707 $90.1M
Focus Financial Network, Inc. 3.21% Reduce -1.9% 353,651 $90.1M
Colonial Trust Advisors 6.91% Reduce -5.8% 352,405 $89.7M
Fulton Breakefield Broenniman LLC 5.79% Add +2.6% 352,083 $89.7M
B. Riley Wealth Advisors, Inc. 4.30% Reduce -7.1% 351,791 $89.6M
Main Street Research LLC 4.83% Add +19.3% 351,315 $89.5M
Ingalls & Snyder LLC 2.94% Reduce -3.8% 351,266 $89.4M
Diversify Advisory Services, LLC 2.99% Add +11.8% 331,041 $89.1M
Soros Fund Management 2.03% Add +1555.1% 349,736 $89.1M
Westpac Banking Corp. 5.51% Add +5.8% 349,419 $89.0M
Appleton Partners Inc. 5.95% Reduce -0.4% 348,074 $88.6M
Edgemoor Investment Advisors, Inc. 6.86% Reduce -0.7% 347,332 $88.4M
CreativeOne Wealth, LLC 2.16% Reduce -1.5% 346,899 $88.3M
Knights of Columbus Asset Advisors LLC 5.05% Reduce -0.5% 346,443 $88.2M
Jaffetilchin Investment Partners, LLC 5.26% Reduce -4.3% 345,481 $88.0M
Bridgewater Associates 0.34% Reduce -3.4% 344,756 $87.8M
Wealth Alliance, LLC 9.02% Reduce -0.6% 344,294 $87.7M
Wesleyan Assurance Society 5.23% No change 343,650 $87.5M
Campbell Newman Asset Management Inc. 6.39% Add +1.5% 343,009 $87.3M
Banque Pictet & Cie SA 0.87% Reduce -11.2% 342,137 $87.1M
YHB Investment Advisors, Inc. 6.36% Reduce -0.6% 341,453 $86.9M
Cobblestone Capital Advisors LLC 4.17% Reduce -1.4% 340,764 $86.8M
GW Henssler & Associates Ltd. 4.33% Add +8.4% 340,655 $86.7M
HBK Sorce Advisory LLC 2.17% Add +2.2% 347,439 $86.6M
Nippon Life Global Investors Americas, Inc. 3.65% Reduce -7.9% 340,060 $86.6M
Albion Financial Group 5.23% Add +0.8% 339,780 $86.5M
Obermeyer Wealth Partners 4.05% Reduce -0.2% 339,634 $86.5M
AMG National Trust Bank 2.11% Reduce -0.4% 339,614 $86.5M
PGGM Investments 1.40% Add +47.7% 339,229 $86.4M
Oriental Harbor Investment Master Fund 6.66% Reduce -0.1% 338,002 $86.1M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 3.13% Reduce -9.7% 337,117 $85.8M
Weatherly Asset Management L. P. 7.04% Reduce -3.4% 335,490 $85.4M
Rockland Trust Co. 3.50% Add +29.5% 334,934 $85.3M
Fisher Funds Management LTD 2.26% No change 334,785 $85.2M
Meritage Portfolio Management 5.68% Reduce -18.0% 334,667 $85.2M
Harbor Investment Advisory, LLC 7.05% Reduce -0.1% 351,828 $85.2M
Cornerstone Wealth Management, LLC 4.70% Reduce -3.2% 333,894 $85.0M
Alta Capital Management LLC/ 4.72% Reduce -5.1% 332,783 $84.7M
Hantz Financial Services, Inc. 1.28% Add +8.4% 332,708 $84.7M
Praxis Investment Management Inc. 5.07% Reduce -4.6% 331,965 $84.5M
ARS Investment Partners, LLC 5.57% Reduce -7.9% 331,391 $84.4M
Birinyi Associates Inc. 21.54% Reduce -0.5% 331,210 $84.3M
Josh Arnold Investment Consultant, LLC 67.36% Reduce -0.9% 328,376 $83.6M
Forum Financial Management, LP 1.14% Add +5.1% 328,004 $83.5M
Synergy Asset Management, LLC 3.02% Add +104.6% 327,944 $83.5M
Essex Financial Services, Inc. 4.96% Reduce -0.8% 325,362 $82.8M
Carret Asset Management, LLC 7.99% Reduce -0.6% 322,541 $82.1M
Baskin Financial Services Inc. 6.04% Reduce -0.5% 322,454 $82.1M
Vest Financial, LLC 1.07% Add +17.8% 322,329 $82.1M
Clear Harbor Asset Management, LLC 5.78% Reduce -1.8% 321,963 $82.0M
TCTC Holdings, LLC 2.43% Reduce -0.7% 320,993 $81.7M
Kanawha Capital Management LLC 5.64% Reduce -0.1% 320,252 $81.5M
Bank Pictet & Cie (Europe) AG 1.63% Add +1.3% 319,880 $81.5M
National Mutual Insurance Federation of Agricultural Cooperatives 0.62% No change 319,400 $81.3M
Avestar Capital, LLC 5.79% Reduce -3.6% 318,140 $81.0M
GAMMA Investing LLC 4.46% Add +14.3% 317,506 $80.8M
Beese Fulmer Investment Management, Inc. 5.57% Reduce -0.6% 316,581 $80.6M
Hilltop Holdings Inc. 4.25% Add +603.2% 315,769 $80.4M
Avity Investment Management Inc. 5.64% Reduce -0.3% 315,569 $80.4M
Caisse Des Depots Et Consignations 3.39% Reduce -0.8% 313,758 $79.9M
Himension Capital (singapore) Pte. LTD. 4.87% Reduce -45.6% 312,161 $79.5M
BLB&B Advisors, LLC 3.43% Add +0.6% 311,666 $79.4M
Meiji Yasuda Asset Management Co Ltd. 3.77% Reduce -2.2% 311,383 $79.3M
Burns J W & Co. Inc. 8.94% Reduce -2.0% 310,198 $79.0M
Thoroughbred Financial Services, LLC 4.86% Add +7.1% 309,103 $78.7M
VestGen Advisors, LLC 2.62% Add +49.3% 308,838 $78.6M
Morningstar Investment Management LLC 2.90% Add +4.2% 308,671 $78.6M
Cincinnati Specialty Underwriters Insurance CO 18.33% No change 308,000 $78.4M
True North Advisors, LLC 12.33% Add +173.8% 304,809 $77.6M
Means Investment Co., Inc. 6.69% Reduce -5.2% 303,398 $77.3M
Bragg Financial Advisors, Inc 2.56% Add +1.0% 303,337 $77.2M
First American Trust, FSB 5.58% Add +6.7% 301,718 $76.8M
SeaCrest Wealth Management, LLC 8.10% Reduce -6.5% 297,569 $76.8M
Allen Investment Management, LLC 0.85% Add +0.6% 301,566 $76.8M
AlTi Global, Inc. 1.80% Add +3.1% 301,447 $76.8M
First Foundation Advisors 2.84% Reduce -3.8% 301,315 $76.7M
Iron Gate Global Advisors LLC 7.97% Reduce -3.1% 300,997 $76.7M
Montag A & Associates Inc. 3.52% Add +0.9% 299,970 $76.4M
LS Investment Advisors, LLC 10.74% Reduce -5.1% 299,513 $76.3M
Evanson Asset Management, LLC 4.28% Reduce -12.3% 298,167 $75.9M
Chicago Partners Investment Group LLC 1.99% Add +6.2% 282,044 $75.9M
Penobscot Investment Management Company, Inc. 5.83% Add +2.0% 296,946 $75.6M
BDF-Gestion 8.99% Reduce -13.9% 296,502 $75.5M
AIA Group Ltd 1.33% Add +80.0% 296,426 $75.5M
Jump Financial, LLC 1.01% Reduce -23.9% 296,216 $75.4M
Bouchey Financial Group, Ltd. 5.80% Reduce -0.1% 295,765 $75.3M
Aljian Capital Management, LLC 15.13% Reduce -1.2% 295,185 $75.2M
Boston Family Office LLC 4.78% Reduce -1.1% 294,833 $75.1M
Private Capital Advisors, Inc. 8.34% Add +6.9% 294,218 $74.9M
Osborne Partners Capital Management, LLC 3.80% Reduce -0.3% 294,199 $74.9M
Washington Trust Advisors, Inc. 5.70% Reduce -2.2% 294,139 $74.9M
Beacon Investment Advisory Services, Inc. 3.15% Reduce -1.7% 293,615 $74.8M
GuideStone Capital Management, LLC 100.00% No change 293,577 $74.8M
Aspiriant, LLC 2.28% Reduce -2.5% 292,895 $74.6M
Sound View Wealth Advisors Group, LLC 5.12% Reduce -0.3% 292,732 $74.5M
Am Investment Strategies LLC 16.14% Reduce -2.3% 291,968 $74.3M
Bender Robert & Associates 16.02% Reduce -2.5% 291,005 $74.1M
New Age Alpha Advisors, LLC 3.12% Reduce -3.8% 290,848 $74.1M
Vise Technologies, Inc. 2.76% Reduce -14.4% 290,839 $74.1M
Tower Research Capital LLC (TRC) 2.04% Reduce -41.3% 290,700 $74.0M
Roundview Capital LLC 4.67% Add +0.0% 290,170 $73.9M
KMG Fiduciary Partners, LLC 4.95% Add +1.0% 289,888 $73.8M
Sumitomo Life Insurance Co. 2.29% Add +1.8% 289,193 $73.6M
Stonebridge Capital Advisors LLC 5.25% Reduce -0.8% 289,067 $73.6M
CFM Wealth Partners LLC 10.68% Reduce -0.4% 289,019 $73.6M
Academy Capital Management 10.49% Reduce -6.7% 288,878 $73.6M
Ascent Group, LLC 2.60% Add +57.1% 288,477 $73.5M
Kimelman & Baird, LLC 5.73% Reduce -2.0% 288,020 $73.3M
CORDA Investment Management, LLC. 5.15% Add +0.1% 287,779 $73.3M
Guardian Capital LP 2.36% Add +32.5% 286,722 $73.0M
Chesley Taft & Associates LLC 3.09% Add +1.5% 286,657 $73.0M
Capital Group Private Client Services, Inc. 1.22% Reduce -74.4% 286,475 $72.9M
Soltis Investment Advisors LLC 5.03% Reduce -1.9% 285,736 $72.8M
Smith Chas P & Associates Pa Cpas 6.28% Reduce -38.7% 284,822 $72.5M
International Assets Investment Management, LLC 5.83% Reduce -8.6% 347,579 $72.4M
Pure Financial Advisors, LLC 1.15% Add +1.6% 283,554 $72.2M
MPS Loria Financial Planners, LLC 19.10% Reduce -0.7% 282,316 $71.9M
General American Investors Co. Inc. 4.47% Reduce -3.5% 280,705 $71.5M
NBT Bank, N.A. 4.65% Reduce -5.3% 270,585 $71.4M
Berkshire Asset Management LLC 3.03% Add +0.7% 280,031 $71.3M
Lowe Brockenbrough & Co. Inc. 3.65% Reduce -0.9% 278,991 $71.0M
First Nebraska Trust Co 6.41% Reduce -0.2% 278,537 $70.9M
RB Capital Management, LLC 15.39% Reduce -0.3% 278,196 $70.8M
Ceeto Capital Group, LLC 20.52% Reduce -2.2% 278,017 $70.8M
Krilogy Financial LLC 2.66% Add +11.2% 261,875 $70.7M
Cardinal Point Capital Management ULC 4.94% Add +17.2% 278,354 $70.6M
Bath Savings Trust Co 6.99% Reduce -0.1% 277,295 $70.6M
Wedmont Private Capital 2.62% Add +8.4% 275,017 $70.5M
Harbour Investments, Inc. 1.60% Reduce -0.2% 276,864 $70.5M
Comgest Global Investors S.A.S. 1.25% Add +2.5% 276,640 $70.4M
Shikiar Asset Management Inc. 19.45% Reduce -0.1% 276,203 $70.3M
Moody LYNN Lieberson & Walker, LLC 3.78% Add +7.0% 275,959 $70.3M
Heritage Wealth Advisors 3.08% Add +1.4% 275,930 $70.3M
Smith Group Asset Management, LLC 4.03% Add +6.3% 275,543 $70.2M
Frank, Rimerman Advisors LLC 4.49% Reduce -0.3% 275,067 $70.0M
Nwam LLC 3.79% Reduce -1.1% 268,196 $69.9M
Falcon Wealth Planning 6.27% Add +1.4% 273,929 $69.8M
Smithfield Trust Co 3.11% Reduce -0.3% 273,595 $69.7M
Narwhal Capital Management 5.14% Reduce -0.9% 272,566 $69.4M
Fulton Bank, N.A. 2.42% Reduce -1.1% 272,148 $69.3M
Klingman & Associates, LLC 3.50% Add +4.8% 272,103 $69.3M
Beaumont Financial Advisors, LLC 4.62% Reduce -2.1% 271,623 $69.2M
Trajan Wealth LLC 2.98% Add +10.1% 271,179 $69.1M
Gladstone Institutional Advisory LLC 2.66% Reduce -1.1% 270,849 $69.0M
Marco Investment Management LLC 5.28% Reduce -1.0% 270,646 $68.9M
Mar Vista Investment Partners LLC 5.98% Add +13.1% 270,359 $68.8M
Simon Quick Advisors, LLC 3.11% Reduce -1.1% 269,682 $68.7M
Prosperity Consulting Group, LLC 3.37% Add +3.7% 268,650 $68.4M
ZEGA Investments, LLC 15.69% Add +1.6% 268,626 $68.4M
KLCM Advisors, Inc. 6.80% Add +117.1% 267,980 $68.2M
Nishkama Capital, LLC 6.11% New 267,360 $68.1M
Susquehanna Portfolio Strategies, LLC 1.08% Reduce -0.2% 266,713 $67.9M
Nixon Peabody Trust Co. 4.97% Add +0.3% 266,608 $67.9M
Wendell David Associates Inc. 6.68% Reduce -1.8% 265,723 $67.7M
Philadelphia Trust Co. 4.76% Reduce -3.5% 265,599 $67.6M
Fragasso Financial Advisors Inc 4.21% Reduce -2.4% 261,723 $67.5M
Aviance Capital Partners, LLC 7.98% Reduce -0.5% 264,038 $67.2M
Pine Valley Investments Ltd Liability Co 3.49% Add +0.4% 263,073 $67.0M
Rothschild Investment LLC 3.78% Reduce -4.9% 262,927 $66.9M
Trust Co. of Toledo NA 6.70% Reduce -1.2% 262,608 $66.9M
Principal Securities, Inc. 1.10% Add +6.8% 262,373 $66.8M
Boston Common Asset Management, LLC 1.87% Add +5.5% 262,323 $66.8M
Washington Trust Bank 4.88% Reduce -4.5% 261,659 $66.6M
TCW Group Inc. 0.56% Reduce -53.0% 261,559 $66.6M
Sonora Investment Management Group, LLC 4.70% Reduce -2.7% 260,565 $66.3M
Hemenway Trust Co LLC 5.07% Reduce -3.3% 260,282 $66.3M
Fort Sheridan Advisors LLC 8.66% Reduce -1.1% 260,109 $66.2M
ZWJ Investment Counsel Inc. 2.34% Reduce -0.6% 259,899 $66.2M
Courier Capital LLC 3.79% Reduce -3.5% 259,728 $66.1M
Western Wealth Management, LLC 3.48% Reduce -0.2% 258,697 $65.9M
Edmond DE Rothschild Holding S.A. 1.02% Reduce -3.8% 258,030 $65.7M
Integrated Advisors Network LLC 2.76% Add +4.8% 257,853 $65.7M
Dillon & Associates Inc. 8.44% Reduce -2.9% 257,384 $65.6M
LMCG Investments, LLC 3.86% Reduce -2.4% 257,693 $65.6M
Longbow Finance SA 6.44% Reduce -0.4% 256,333 $65.3M
Kingswood Wealth Advisors, LLC 3.91% Add +16.4% 253,776 $64.6M
Applied Finance Capital Management, LLC 4.57% Reduce -6.7% 252,799 $64.4M
Archon Partners LLC 6.82% Reduce -1.2% 252,000 $64.2M
Waycross Partners, LLC 5.51% Add +2.0% 251,720 $64.1M
Polar Asset Management Partners Inc. 1.87% New 251,626 $64.1M
China Universal Asset Management Co., Ltd. 5.29% Add +5.5% 251,595 $64.1M
Foster & Motley Inc. 3.45% Add +0.1% 251,123 $63.9M
First National Bank of Omaha 4.04% Reduce -5.7% 251,012 $63.9M
Caldwell Trust Co 5.97% Add +0.1% 251,003 $63.9M
Fidelis Capital Partners, LLC 4.98% Add +4.8% 250,606 $63.8M
Jacobs & Co. 6.09% Reduce -1.7% 250,192 $63.7M
City of London Investment Management Co. Ltd. 4.71% Reduce -0.4% 250,131 $63.7M
Ar Asset Management Inc. 13.56% Reduce -0.8% 249,803 $63.6M
Blackhill Capital Inc. 3.15% Reduce -2.4% 249,800 $63.6M
Clare Market Investments LLC 12.73% Add +0.9% 249,737 $63.6M
Kayne Anderson Rudnick Investment Management LLC 0.15% Add +8.3% 249,673 $63.6M
Marble Harbor Investment Counsel, LLC 6.65% Reduce -1.4% 249,515 $63.5M
First Horizon Corp. 2.99% — 249,426 $63.5M
GM Advisory Group, LLC 2.70% Reduce -0.9% 249,271 $63.5M
Newlands Management Operations LLC 0.30% No change 248,975 $63.4M
Pallas Capital Advisors LLC 2.33% Reduce -1.7% 248,302 $63.2M
Crawford Investment Counsel Inc. 1.05% Reduce -1.1% 248,267 $63.2M
Belpointe Asset Management LLC 2.41% Reduce -1.4% 247,338 $63.0M
Forbes J M & Co. LLP 5.22% Add +0.5% 246,592 $62.8M
Bar Harbor Wealth Management 3.76% Add +0.6% 246,103 $62.7M
Fiduciary Alliance LLC 4.20% Add +0.0% 246,042 $62.6M
Freestone Grove Partners LP 0.47% New 245,962 $62.6M
CX Institutional 1.90% Add +17.8% 245,217 $62.4M
Accredited Investors Inc. 3.47% Add +7.4% 244,431 $62.2M
Stillwater Capital Advisors, LLC 6.97% Reduce -1.1% 243,081 $61.9M
Aureus Asset Management, LLC 4.02% Reduce -6.0% 242,278 $61.7M
Leavell Investment Management, Inc. 2.60% Reduce -5.6% 242,037 $61.6M
North Star Investment Management Corp. 3.95% Add +0.3% 241,125 $61.4M
Ledyard National Bank 5.49% Reduce -1.9% 240,596 $61.3M
Munich Reinsurance Co Stock Corp in Munich 1.53% — 239,093 $60.9M
Apexium Financial, LP 2.96% Reduce -2.2% 239,070 $60.9M
L. Roy Papp & Associates, LLP 6.82% Reduce -1.1% 238,148 $60.6M
Manchester Capital Management LLC 8.21% Reduce -8.1% 237,466 $60.5M
Southeast Asset Advisors, LLC 6.58% Add +3.7% 237,138 $60.4M
Rollins Financial Advisors, LLC 9.13% Reduce -18.5% 236,859 $60.3M
Mizuho Markets Americas LLC 1.26% New 235,000 $59.8M
Vision Capital Management, Inc. 7.37% Add +0.0% 234,596 $59.7M
Stratos Wealth Advisors, LLC 2.88% Add +17.9% 234,399 $59.7M
Bedrijfstakpensioenfonds Voor DE Media Pno 7.87% No change 275,400 $59.7M
Apriem Advisors 5.64% Add +1.0% 234,246 $59.6M
Palisade Capital Management, LP 1.83% Reduce -0.5% 234,170 $59.6M
Avenir Corp. 6.20% Reduce -3.4% 233,792 $59.5M
S&co Inc. 3.63% Reduce -7.2% 233,109 $59.4M
Leonteq Securities AG 3.17% Reduce -14.9% 232,650 $59.2M
Private Advisory Group LLC 5.16% Reduce -3.7% 232,448 $59.2M
Cornerstone Wealth Group, LLC 4.00% Add +3.9% 232,384 $59.2M
Middleton & Co. Inc. 6.38% Reduce -1.4% 231,949 $59.1M
DF Dent & Co. Inc. 0.76% Add +169.2% 231,579 $59.0M
Empire Life Investments Inc. 3.43% Add +59.5% 230,306 $58.6M
Baltimore-Washington Financial Advisors, Inc. 2.51% Add +1.4% 230,010 $58.6M
Telos Capital Management, Inc. 5.61% Reduce -0.0% 229,786 $58.5M
United Asset Strategies, Inc. 4.67% Add +1.4% 228,650 $58.2M
Pinnacle Wealth Management Advisory Group, LLC 4.37% Reduce -0.3% 228,541 $58.2M
Greenwood Gearhart LLC 3.35% Reduce -0.5% 228,538 $58.2M
Stony Point Capital LLC 4.07% Add +5.0% 228,410 $58.2M
SOA Wealth Advisors, LLC. 9.47% Reduce -0.3% 266,747 $58.1M
Ycg, LLC 4.36% Add +10.9% 228,202 $58.1M
NJ State Employees Deferred Compensation Plan 6.41% Reduce -2.1% 228,000 $58.1M
Novare Capital Management LLC 4.41% Add +21.4% 227,522 $57.9M
Thomasville National Bank 3.64% Reduce -2.6% 226,961 $57.8M
Stokes Family Office, LLC 5.47% Add +0.1% 226,261 $57.6M
Jag Capital Management, LLC 6.32% Reduce -9.0% 226,009 $57.5M
Lee Danner & Bass Inc. 4.17% Reduce -3.1% 225,232 $57.4M
Flagship Harbor Advisors, LLC 2.49% Reduce -0.7% 224,484 $57.2M
Wealthcare Advisory Partners LLC 1.19% Reduce -0.4% 224,053 $57.1M
Fiduciary Group, LLC 5.01% Reduce -0.7% 223,964 $57.0M
Johnson Financial Group, Inc. 2.14% Add +7.2% 223,820 $57.0M
Hamilton Capital Partners Inc. 2.35% Reduce -0.5% 223,412 $56.9M
PFG Advisors 2.33% Add +8.3% 223,326 $56.9M
Blue Chip Partners, LLC 4.25% Add +0.3% 223,024 $56.8M
SP Asset Management LLC 4.50% Reduce -6.2% 222,647 $56.7M
Biondo Investment Advisors, LLC 7.08% Reduce -1.2% 222,005 $56.5M
JGP Wealth Management, LLC 6.26% Add +0.6% 219,836 $56.5M
Pittenger & Anderson Inc. 2.07% Add +0.2% 221,737 $56.5M
SCS Capital Management LLC 0.61% Reduce -5.1% 220,735 $56.2M
Sfmg, LLC 3.89% Add +0.9% 220,068 $56.0M
Ausdal Financial Partners, Inc. 2.73% Add +18.4% 220,060 $56.0M
Capital International Sarl 0.97% Add +5.3% 220,021 $56.0M
Coastal Bridge Advisors, LLC 4.25% Add +3.9% 219,978 $56.0M
Sagespring Wealth Partners, LLC 1.10% Add +9.4% 219,939 $56.0M
Mindset Wealth Management, LLC 15.25% Reduce -0.5% 219,767 $56.0M
Dorsey & Whitney Trust CO LLC 2.95% Reduce -0.8% 219,114 $55.8M
Tower Bridge Advisors 5.64% Reduce -1.8% 218,817 $55.7M
LaFleur & Godfrey LLC 6.75% Reduce -1.5% 218,659 $55.7M
Schonfeld Strategic Advisors LLC 0.39% Reduce -59.6% 218,607 $55.7M
SlateStone Wealth, LLC 4.80% Reduce -9.0% 217,766 $55.5M
Venturi Wealth Management, LLC 2.57% Add +0.5% 217,560 $55.4M
Verdence Capital Advisors LLC 3.19% Reduce -0.5% 205,846 $55.3M
Hartline Investment Corp./ 5.77% Reduce -1.2% 217,153 $55.3M
Nilsine Partners, LLC 4.95% Add +4.6% 216,287 $55.1M
Ameritas Advisory Services, LLC 3.60% Add +174.1% 216,014 $55.0M
Mullaney, Keating & Wright, Inc. 30.53% Add +0.9% 215,943 $55.0M
Dupont Capital Management Corp. 5.68% No change 215,625 $54.9M
Addenda Capital Inc. 1.62% Add +35.2% 214,901 $54.7M
Physicians Financial Services, Inc. 14.93% Reduce -0.6% 214,740 $54.7M
Twin Capital Management Inc. 6.88% Reduce -19.8% 214,692 $54.7M
BBR Partners, LLC 3.15% Reduce -0.0% 214,671 $54.7M
Cullen Investment Group, LTD. 7.22% Reduce -0.1% 211,496 $54.6M
Martingale Asset Management L P 1.37% Reduce -7.2% 213,733 $54.4M
Violich Capital Management, Inc. 6.47% Reduce -3.9% 213,667 $54.4M
Savvy Advisors, Inc. 2.50% Add +9.2% 213,658 $54.4M
Greenwoods Asset Management Hong Kong Ltd. 1.22% New 213,104 $54.3M
Alberta Investment Management Corp 0.44% Reduce -13.9% 213,100 $54.3M
GAM Holding AG 3.34% Add +27.1% 212,492 $54.1M
TBH Global Asset Management, LLC 10.55% Reduce -1.0% 212,200 $54.0M
BTC Capital Management, Inc. 3.72% Add +1.0% 211,684 $53.9M
Spinnaker Trust 2.98% Reduce -0.4% 211,078 $53.7M
Petredis Investment Advisors LLC 4.29% Reduce -1.0% 210,085 $53.5M
American Assets Investment Management, LLC 3.93% No change 210,000 $53.5M
Alps Advisors Inc. 0.30% Reduce -0.3% 209,623 $53.4M
Auxano Advisors, LLC 11.33% Add +8.5% 209,311 $53.3M
Palisade Asset Management, LLC 4.95% Reduce -3.2% 209,300 $53.3M
Community Bank & Trust, Waco, Texas 10.98% Reduce -0.7% 209,072 $53.2M
Silicon Valley Capital Partners 5.00% Reduce -4.3% 208,337 $53.0M
Taikang Asset Management (Hong Kong) Co Ltd 5.93% Reduce -11.1% 208,317 $53.0M
Fullerton Fund Management Co Ltd. 2.04% Add +192.9% 207,635 $52.9M
Shell Asset Management Co. 5.30% Reduce -70.6% 207,085 $52.7M
Harbour Trust & Investment Management Co 5.45% Reduce -2.2% 207,082 $52.7M
Cassaday & Co Wealth Management LLC 1.21% Add +1.3% 206,839 $52.7M
First Merchants Corp. 1.99% Reduce -3.7% 206,737 $52.6M
Heritage Trust Co 5.58% Reduce -6.0% 206,621 $52.6M
Cadence Bank 3.19% Reduce -2.7% 206,535 $52.6M
Syon Capital LLC 2.82% Add +15.0% 206,435 $52.6M
Certuity, LLC 3.60% Add +601.2% 1,158,516 $52.4M
TrinityBridge Ltd 1.16% Reduce -25.9% 205,622 $52.3M
Zhang Financial LLC 2.12% Add +1.4% 204,959 $52.2M
Bridgewater Advisors Inc. 3.62% Reduce -0.6% 193,436 $52.2M
Consolidated Portfolio Review Corp 6.55% Add +0.4% 204,847 $52.2M
Nemes Rush Group LLC 5.18% Reduce -0.2% 204,751 $52.1M
Rossmore Private Capital 5.60% Add +1.1% 204,242 $52.0M
Cyndeo Wealth Partners, LLC 2.89% Reduce -2.0% 204,022 $52.0M
Harold Davidson & Associates Inc. 23.55% Add +27.3% 203,540 $51.8M
Columbia Asset Management 9.69% Reduce -2.4% 203,343 $51.8M
Strategic Advisors LLC 8.34% Add +3.1% 202,992 $51.7M
Webster Bank, N. A. 4.97% Reduce -2.3% 202,828 $51.6M
Global X Japan Co., Ltd. 4.47% Add +5.1% 202,666 $51.6M
CRA Financial Services, LLC 7.06% Reduce -0.3% 202,585 $51.6M
Valmark Advisers, Inc. 0.67% Add +0.2% 202,452 $51.6M
Geneos Wealth Management Inc. 1.31% Reduce -14.6% 202,248 $51.5M
Cascade Financial Partners, LLC 5.90% Reduce -0.5% 202,193 $51.5M
Capital Analysts, LLC 1.50% Add +2.6% 202,071 $51.5M
WestEnd Advisors, LLC 1.20% Reduce -1.1% 201,961 $51.4M
Jackson Wealth Management, LLC 5.14% Add +1.1% 201,857 $51.4M
Schaper Benz & Wise Investment Counsel Inc. 3.82% Reduce -3.0% 201,856 $51.4M
Rehmann Capital Advisory Group 2.80% Add +0.7% 201,000 $51.2M
K.J. Harrison & Partners Inc 7.32% Add +19.1% 198,969 $51.2M
SageView Advisory Group, LLC 1.76% Add +7.5% 200,665 $51.1M
TruWealth Advisors, LLC 2.58% Add +1.5% 200,454 $51.0M
Cumberland Partners Ltd 3.33% Add +205.1% 200,179 $51.0M
Centaurus Financial, Inc. 2.39% New 199,830 $50.9M
Blue Fin Capital, Inc. 8.00% Reduce -1.5% 199,814 $50.9M
Vestmark Advisory Solutions, Inc. 0.97% Add +45.5% 199,132 $50.7M
American National Bank & Trust 4.99% Add +1.6% 198,684 $50.6M
Cache Advisors, LLC 8.80% Add +7.9% 198,067 $50.4M
LGT Fund Management Co Ltd. 4.08% Add +24.9% 197,377 $50.4M
Solidarity Wealth, LLC 10.84% Add +2.1% 197,932 $50.4M
Cypress Capital Group 6.01% Reduce -0.8% 197,387 $50.3M
WealthPLAN Partners, LLC 7.53% Reduce -0.6% 197,358 $50.3M
Parkside Financial Bank & Trust 3.88% Add +8.3% 196,954 $50.2M
RFG Advisory, LLC 1.04% Reduce -8.4% 196,937 $50.1M
Legacy Private Trust Co. 2.98% Add +7.7% 195,639 $49.8M
Baker Chad R 8.56% No change 195,384 $49.8M
Madison Asset Management, LLC 0.55% Add +5.3% 195,295 $49.7M
Resources Management Corp. /CT/ 6.43% Reduce -2.4% 195,211 $49.7M
PKO Investment Management Joint-Stock Co 4.24% Reduce -12.6% 195,000 $49.7M
Fiduciary Financial Group, LLC 7.84% Add +5.3% 194,916 $49.6M
Financial Engines Advisors L.L.C. 0.09% Reduce -1.1% 193,383 $49.2M
Steigerwald, Gordon & Koch Inc. 4.78% Reduce -1.8% 192,774 $49.1M
Smartleaf Asset Management LLC 3.03% Add +33.3% 192,688 $49.0M
Valley Wealth Managers, Inc. 3.24% Add +0.3% 192,368 $49.0M
Tompkins Financial Corp. 4.09% Reduce -3.4% 192,069 $48.9M
Nicolet Advisory Services, LLC 3.80% Add +17.1% 190,450 $48.8M
Granite Investment Partners, LLC 2.76% Reduce -12.7% 190,664 $48.5M
Avior Wealth Management, LLC 1.56% Add +0.8% 190,391 $48.5M
OAKMONT Corp 8.65% Reduce -1.8% 190,098 $48.4M
Alerus Financial NA 2.46% Reduce -5.7% 190,092 $48.4M
Azzad Asset Management Inc. 4.76% Add +2.0% 189,534 $48.3M
Equitable Trust Co. 2.22% Add +1.0% 189,433 $48.2M
Apella Capital, LLC 1.07% Add +5.4% 194,289 $48.1M
Octavia Wealth Advisors, LLC 4.78% Add +3.1% 188,740 $48.1M
Invictus Private Wealth, LLC 3.01% Reduce -0.2% 188,628 $48.0M
Naples Global Advisors, LLC 3.72% Reduce -1.7% 187,700 $47.8M
German American Bancorp, Inc. 4.22% Add +0.4% 187,626 $47.8M
Junto Capital Management LP 1.00% New 187,395 $47.7M
Mather Group, Llc. 0.48% Reduce -0.5% 187,178 $47.7M
Aaron Wealth Advisors LLC 2.88% Add +65.2% 186,953 $47.6M
Zions Bancorporation, National Association 2.35% Add +38.8% 186,733 $47.5M
Hardman Johnston Global Advisors LLC 2.34% Reduce -19.0% 186,670 $47.5M
Kintegral Advisory, LLC 4.03% Reduce -0.4% 186,137 $47.4M
River Wealth Advisors LLC 5.54% Reduce -0.8% 186,012 $47.4M
Amica Mutual Insurance Co. 4.34% Reduce -1.6% 185,777 $47.3M
Estabrook Capital Management 6.91% Reduce -1.0% 185,709 $47.3M
J.P. Marvel Investment Advisors, LLC 6.87% Add +0.1% 185,652 $47.3M
Sloy Dahl & Holst, LLC 5.01% Reduce -4.0% 185,524 $47.2M
Financiere des Professionnels - Fonds d'investissement inc. 2.72% Add +28.9% 185,014 $47.1M
Texas Yale Capital Corp. 1.48% Add +0.4% 184,876 $47.1M
Integrity Alliance, Llc. 2.22% Add +1.8% 184,719 $47.0M
Turtle Creek Wealth Advisors, LLC 4.19% Add +47.8% 184,321 $46.9M
Edge Wealth Management LLC 8.31% Add +0.2% 184,217 $46.9M
Penn Davis McFarland Inc. 4.82% Reduce -0.1% 182,988 $46.6M
Hendershot Investments Inc. 5.83% Add +11.4% 182,018 $46.3M
EverSource Wealth Advisors, LLC 1.83% Add +2.1% 181,625 $46.2M
Lyell Wealth Management, LP 3.43% Reduce -1.1% 181,525 $46.2M
StoneX Group Inc. 2.01% Reduce -1.3% 181,255 $46.2M
Retirement Planning Group, LLC 1.60% Add +44.6% 180,891 $46.1M
Sargent Investment Group, LLC 6.56% Reduce -0.0% 180,800 $46.0M
Rice Partnership, LLC 6.53% Reduce -6.6% 180,602 $46.0M
AlphaCore Capital LLC 1.55% Add +10.2% 180,468 $46.0M
Shared Vision Wealth Group LLC 19.36% Reduce -0.5% 176,916 $45.7M
Jefferies Financial Group Inc. 0.43% Add +34.3% 178,445 $45.4M
Culbertson A N & Co. Inc. 6.43% Reduce -2.0% 178,420 $45.4M
Confluence Wealth Services, Inc. 2.23% Add +0.3% 178,126 $45.4M
Blue Trust, Inc. 0.51% Add +1.0% 178,067 $45.3M
Guinness Asset Management LTD 0.72% Add +1.6% 177,800 $45.2M
Capital Asset Advisory Services LLC 1.95% Reduce -4.3% 177,531 $45.2M
Bristlecone Advisors, LLC 3.78% Reduce -10.6% 177,528 $45.2M
Forvis Mazars Wealth Advisors, LLC 0.90% Reduce -1.9% 177,478 $45.2M
WCG Wealth Advisors LLC 2.83% Reduce -5.6% 177,401 $45.2M
Coastline Trust Co 4.85% Reduce -0.7% 177,368 $45.2M
Fagan Associates, Inc. 6.21% Reduce -0.9% 176,739 $45.0M
DSG Capital Advisors, LLC 7.17% Reduce -1.6% 176,643 $45.0M
Wealth Architects, LLC 4.24% Reduce -6.0% 176,497 $44.9M
Edgewood Management LLC 0.16% Reduce -11.6% 176,477 $44.9M
ARS Wealth Advisors Group, LLC 4.43% Reduce -1.1% 176,205 $44.9M
Renaissance Group LLC 1.68% Reduce -7.5% 175,234 $44.6M
Douglas Lane & Associates, LLC 0.62% Add +0.4% 174,473 $44.4M
S-Bank Fund Management Ltd 5.89% Add +30.4% 174,394 $44.4M
Trust Asset Management LLC 3.04% No change 173,947 $44.3M
Suncoast Equity Management 4.41% Add +0.6% 173,621 $44.2M
Penserra Capital Management LLC 0.53% Add +12.3% 173,617 $44.2M
Griffin Asset Management, Inc. 4.97% Reduce -1.6% 173,540 $44.2M
Woodmont Investment Counsel LLC 2.91% Reduce -4.5% 172,537 $43.9M
Aire Advisors, LLC 7.96% Reduce -2.3% 172,264 $43.9M
Qtron Investments LLC 5.42% Reduce -2.1% 171,844 $43.8M
Arthur M. Cohen & Associates, LLC 7.30% Reduce -1.7% 170,456 $43.4M
Ramsay, Stattman, Vela & Price, Inc. 7.77% Reduce -1.4% 170,452 $43.4M
Thompson Siegel & Walmsley LLC 0.70% Reduce -0.6% 170,362 $43.4M
Vantage Investment Partners, LLC 2.96% Reduce -0.5% 169,999 $43.3M
Strategic Planning Group, LLC 5.84% Add +24.1% 169,812 $43.2M
First National Advisers, LLC 5.86% Add +1.7% 169,740 $43.2M
Woodstock Corp. 3.74% Reduce -0.3% 169,409 $43.1M
Y-Intercept (Hong Kong) Ltd 1.03% New 169,404 $43.1M
Connors Investor Services Inc. 3.67% Reduce -2.7% 169,360 $43.1M
Red Door Wealth Management, LLC 4.57% Reduce -1.5% 169,054 $43.0M
Sittner & Nelson, LLC 15.59% Reduce -0.4% 168,448 $42.9M
Advisor OS, LLC 3.70% Add +5.3% 168,121 $42.8M
Sawgrass Asset Management LLC 5.28% Reduce -7.4% 168,061 $42.8M
Teamwork Financial Advisors, LLC 4.66% Add +46.5% 168,032 $42.8M
Cliftonlarsonallen Wealth Advisors, LLC 0.68% Reduce -3.0% 167,995 $42.8M
Barr E S & Co. 2.32% Reduce -1.6% 167,758 $42.7M
Meridiem Capital Partners LP 2.93% New 166,965 $42.5M
GHP Investment Advisors, Inc. 1.79% Add +4.3% 166,914 $42.5M
Wedgewood Partners Inc. 7.76% Add +3.1% 166,890 $42.5M
IFG Advisory, LLC 1.93% Add +0.7% 166,541 $42.4M
Avidian Wealth Enterprises, LLC 1.60% Add +6.1% 166,416 $42.4M
Mechanics Bank Trust Department 5.93% Reduce -17.9% 165,906 $42.2M
Koshinski Asset Management, Inc. 3.00% Reduce -0.5% 165,132 $42.1M
Waters Parkerson & Co., LLC 2.05% Reduce -0.3% 165,110 $42.0M
Arvest Bank Trust Division 2.33% Add +5.6% 165,051 $42.0M
MASTERINVEST Kapitalanlage GmbH 4.09% Reduce -3.6% 164,708 $41.9M
Dnca Finance 2.93% Add +71.5% 164,500 $41.9M
Procyon Advisors, LLC 2.48% Add +3.4% 164,496 $41.9M
Winslow Asset Management Inc. 7.86% Reduce -1.6% 164,431 $41.9M
Gryphon Financial Partners LLC 4.77% Add +2.8% 164,242 $41.8M
Perennial Investment Advisors, LLC 3.46% Add +2.9% 164,241 $41.8M
TCV Trust & Wealth Management, Inc. 3.50% Reduce -0.5% 164,067 $41.8M
Grove Bank & Trust 4.88% Reduce -0.3% 163,697 $41.7M
Ironwood Financial, llc 7.38% Reduce -4.8% 163,648 $41.7M
Occidental Asset Management, LLC 5.23% Add +3.4% 163,600 $41.7M
Formidable Asset Management, LLC 6.57% Reduce -3.5% 203,032 $41.7M
Berger Financial Group, Inc 2.49% Reduce -0.8% 163,540 $41.6M
Checchi Capital Advisers, LLC 2.86% Reduce -8.4% 163,361 $41.6M
WP Advisors, LLC 10.56% Reduce -0.3% 163,090 $41.5M
NORTHSTAR ASSET MANAGEMENT Co 8.89% Reduce -0.7% 162,827 $41.5M
CoreCap Advisors, LLC 1.50% Reduce -5.8% 162,326 $41.3M
Miller Wealth Advisors, LLC 16.66% Reduce -0.5% 162,116 $41.3M
TriaGen Wealth Management LLC 10.75% Reduce -0.3% 161,904 $41.2M
Zullo Investment Group, Inc. 15.24% Reduce -0.2% 161,877 $41.2M
TradeWell Securities, LLC. 17.27% Reduce -0.5% 160,778 $41.1M
NZS Capital, LLC 1.26% Add +42.6% 161,251 $41.1M
DDD Partners, LLC 2.60% Add +2.0% 160,529 $40.9M
Rheos Capital Works Inc. 2.29% Add +58.1% 160,500 $40.9M
Linscomb Wealth, Inc. 1.76% Add +5.4% 160,442 $40.9M
One Wealth Advisors, LLC 5.12% Reduce -4.9% 160,309 $40.8M
Westmount Partners, LLC 10.53% Reduce -2.6% 159,653 $40.8M
Lazari Capital Management, Inc. 13.80% Reduce -3.7% 159,399 $40.6M
Godsey & Gibb, Inc. 3.58% Reduce -1.2% 159,201 $40.5M
Main Street Financial Solutions, LLC 2.60% Add +8.3% 159,101 $40.5M
Shufro Rose & Co. LLC 3.33% Reduce -0.7% 182,240 $40.5M
Csenge Advisory Group 1.93% Reduce -8.6% 158,781 $40.4M
Quest Investment Management LLC 4.24% Add +25.0% 158,386 $40.3M
Parcion Private Wealth LLC 2.52% Add +0.5% 158,323 $40.3M
Affinity Capital Advisors, LLC 6.18% Add +1.3% 156,409 $40.2M
Bank of Hawaii 2.01% Reduce -5.5% 157,766 $40.2M
Mill Creek Capital Advisors, LLC 0.82% Add +0.1% 157,127 $40.0M
Winthrop Advisory Group LLC 3.50% Add +0.8% 157,018 $40.0M
Howe & Rusling Inc. 2.74% Add +1.3% 156,955 $40.0M
Buckley Wealth Management, LLC 10.91% Reduce -0.6% 156,522 $39.9M
Moody National Bank Trust Division 3.36% Add +0.4% 156,475 $39.8M
MayTech Global Investments, LLC 4.16% Reduce -3.5% 156,391 $39.8M
Westchester Capital Management, Inc. 8.54% Reduce -1.3% 156,096 $39.7M
Knuff & Co LLC 11.51% Add +6.3% 156,038 $39.7M
Clarkston Capital Partners, LLC 0.86% Add +0.2% 155,948 $39.7M
Kovack Advisors, Inc. 3.74% Reduce -10.0% 155,892 $39.7M
Tiff Advisory Services, LLC 8.26% Add +29.6% 155,729 $39.7M
Oakworth Capital, Inc. 2.29% Reduce -1.2% 155,370 $39.6M
Staley Capital Advisers Inc. 1.62% Reduce -0.4% 155,242 $39.5M
Smithbridge Asset Management Inc. 5.74% Reduce -1.7% 155,009 $39.5M
Schmidt P J Investment Management Inc. 6.52% Reduce -0.9% 154,897 $39.4M
Bedell Frazier Investment Counselling, LLC 8.11% Add +1.4% 154,883 $39.4M
Arete Wealth Advisors, LLC 2.47% Add +5.8% 154,830 $39.4M
Kavar Capital Partners Group, LLC 5.24% Reduce -0.6% 154,313 $39.3M
Verition Fund Management LLC 0.23% Add +14.5% 154,043 $39.2M
Spirepoint Private Client, LLC 4.12% Add +6.8% 153,862 $39.2M
Strategic Wealth Partners, Ltd. 2.92% Reduce -7.8% 153,531 $39.1M
Bridgeway Capital Management, LLC 0.83% Add +1.3% 153,214 $39.0M
Journey Advisory Group, LLC 2.89% Reduce -1.6% 153,091 $39.0M
Sage Mountain Advisors LLC 2.23% Add +11.6% 153,043 $39.0M
TRB Advisors LP 7.85% Reduce -3.2% 153,000 $39.0M
Smith, Moore & Co. 2.98% Add +0.3% 152,992 $39.0M
Debussy Capital Management LP 5.50% Reduce -1.0% 152,777 $38.9M
Ascent Wealth Partners, LLC 4.51% Reduce -0.5% 152,770 $38.9M
Rothschild Capital Partners, LLC 9.19% Reduce -0.1% 152,730 $38.9M
West Branch Capital LLC 10.17% Reduce -0.3% 152,225 $38.8M
Terril Brothers, Inc. 11.75% No change 152,083 $38.7M
GenTrust, LLC 1.76% Add +16.1% 151,898 $38.7M
Cooper Financial Group 4.28% Add +0.3% 151,844 $38.7M
Nations Financial Group Inc, /Ia/ 2.41% Reduce -1.2% 151,796 $38.7M
Colonial Trust Co / SC 5.20% Reduce -0.4% 151,711 $38.6M
Northstar Group, Inc. 5.88% Reduce -0.9% 151,543 $38.6M
Saybrook Capital 10.06% Reduce -0.4% 151,259 $38.5M
Cabot Wealth Management Inc. 4.27% Reduce -0.4% 151,178 $38.5M
Segment Wealth Management, LLC 2.30% Reduce -0.3% 150,835 $38.4M
Cozad Asset Management Inc. 3.05% Reduce -1.3% 150,732 $38.4M
Capstone Financial Advisors, Inc. 2.08% Add +2.4% 150,363 $38.3M
Progressive Investment Management Corp 9.30% Reduce -0.9% 150,288 $38.3M
Lake Street Private Wealth, LLC 4.95% Add +0.3% 149,964 $38.2M
MainStreet Investment Advisors LLC 5.13% Reduce -5.4% 149,944 $38.2M
Knollwood Investment Advisory, LLC 3.44% No change 149,835 $38.2M
Bennett Selby Investments LP 12.61% Reduce -0.1% 149,731 $38.1M
Greenwich Wealth Management LLC 1.90% Reduce -27.0% 149,442 $38.1M
Algert Global LLC 0.64% Reduce -2.2% 149,431 $38.0M
Marex Group Ltd 0.47% Add +109.8% 149,341 $38.0M
Catalyst Funds Management Pty Ltd 5.77% New 149,200 $38.0M
Campbell Capital Management Inc. 14.61% Reduce -4.9% 148,981 $37.9M
Capital Investment Advisory Services, LLC 3.00% Reduce -0.9% 148,668 $37.9M
Angeles Wealth Management, LLC 2.32% Add +6.3% 148,598 $37.8M
Matrix Asset Advisors Inc. 3.51% Reduce -0.0% 148,549 $37.8M
Quent Capital, LLC 3.17% Reduce -0.7% 148,529 $37.8M
Hemington Wealth Management 4.91% Add +0.3% 148,441 $37.8M
Harbor Advisors LLC 5.83% No change 148,400 $37.8M
Cypress Funds LLC 4.95% No change 148,297 $37.8M
Folger Nolan Fleming Douglas Capital Management, Inc. 3.94% Add +0.1% 148,244 $37.7M
Avantax Planning Partners, Inc. 1.08% Add +7.5% 148,149 $37.7M
Strategic Wealth Investment Group, LLC 3.17% Add +1242.5% 148,090 $37.7M
Pennsylvania Capital Management Inc. 10.99% Reduce -1.7% 147,868 $37.7M
FAS Wealth Partners, Inc. 2.55% Add +1.0% 147,810 $37.6M
Conway Capital Management, Inc. 15.78% Reduce -1.3% 147,683 $37.6M
Goelzer Investment Management, Inc. 1.99% Reduce -0.0% 147,607 $37.6M
Bogart Wealth, LLC 1.52% Add +0.5% 146,855 $37.4M
JLB & Associates Inc. 4.92% Reduce -0.4% 146,809 $37.4M
Greenwood Capital Associates LLC 4.31% Reduce -1.0% 146,552 $37.3M
Kiley Juergens Wealth Management, LLC 8.23% Reduce -7.3% 146,417 $37.3M
Sage Capital Advisors,llc 8.86% Reduce -1.0% 146,332 $37.3M
Lodestar Private Asset Management LLC 3.89% Add +2.3% 146,315 $37.3M
Callahan Advisors, LLC 3.16% Reduce -2.8% 146,065 $37.2M
Money Concepts Capital Corp. 2.29% Add +29.9% 145,978 $37.2M
Whalerock Point Partners, LLC 7.55% Reduce -0.0% 145,965 $37.2M
Hunter Associates Investment Management LLC 5.16% Add +0.2% 145,821 $37.1M
CHICAGO TRUST Co NA 5.24% Reduce -11.2% 145,709 $37.1M
Foster Group, Inc. 1.16% Add +1.3% 145,472 $37.0M
Continuum Advisory, LLC 3.92% Add +4.0% 145,461 $37.0M
Leisure Capital Management 12.66% Add +0.2% 145,167 $37.0M
Marietta Investment Partners LLC 7.10% Add +1.6% 144,667 $36.8M
Peachtree Investment Partners, LLC 12.77% Reduce -2.1% 144,637 $36.8M
MJP Associates Inc. 4.84% Add +3.7% 144,332 $36.8M
Martin Capital Advisors, LLP 22.15% Reduce -0.8% 144,090 $36.7M
Sand Hill Global Advisors, LLC 1.29% Reduce -2.0% 143,828 $36.6M
JB Capital LLC 1.58% Reduce -7.0% 143,697 $36.6M
Mark Asset Management LP 3.74% Add +7.6% 143,684 $36.6M
Postrock Partners LLC 16.17% No change 143,584 $36.6M
Patton Albertson Miller Group, LLC 4.40% Add +7.3% 143,198 $36.5M
Cigna Investments Inc. 5.16% Reduce -1.7% 142,905 $36.4M
Lanark Financial, Inc. 2.81% Add +6.2% 142,885 $36.4M
Princeton Capital Management LLC 9.75% Add +9.5% 142,775 $36.4M
Oak Harvest Investment Services 4.24% Add +25.6% 142,662 $36.3M
Premier Path Wealth Partners, LLC 4.67% Add +1.7% 142,646 $36.3M
Vancity Investment Management Ltd 4.83% Reduce -13.3% 142,499 $36.3M
Private Trust Co. NA 3.19% Reduce -0.2% 141,990 $36.2M
Bluespring Wealth Management, LLC 3.14% Reduce -1.0% 141,737 $36.1M
Greatmark Investment Partners, Inc. 4.32% Reduce -0.8% 141,452 $36.0M
CSM Advisors, LLC 1.01% Reduce -21.9% 141,263 $36.0M
Bensler, LLC 3.73% Reduce -0.8% 141,078 $35.9M
1ST Source Bank 1.89% Reduce -0.7% 140,897 $35.9M
Tamar Securities, LLC 4.09% Reduce -2.3% 140,753 $35.8M
Sandbox Financial Partners, LLC 10.23% Add +0.5% 140,272 $35.7M
Rockline Wealth Management, LLC 7.39% Reduce -0.5% 140,158 $35.7M
Hillsdale Investment Management Inc. 1.08% Reduce -6.2% 140,024 $35.7M
PEAK6 LLC 0.89% New 139,200 $35.4M
First National Bank & Trust Co. of Newtown 6.71% Reduce -0.1% 139,016 $35.4M
Cape Cod Five Cents Savings Bank 3.24% No change 151,758 $35.4M
Platform Technology Partners 8.47% Reduce -0.3% 138,755 $35.3M
Kidder Stephen W 10.12% Reduce -0.3% 138,663 $35.3M
Stonebridge Financial Group, LLC 3.11% Add +1.0% 138,490 $35.3M
Magnus Financial Group LLC 2.79% Reduce -0.2% 138,396 $35.2M
Meiji Yasuda Life Insurance Co 1.01% Add +1.2% 138,316 $35.2M
Semus Wealth Partners LLC 19.94% Add +0.3% 138,292 $35.2M
Firetrail Investments PTY Ltd. 8.82% Reduce -4.7% 139,315 $35.2M
Summitry LLC 1.49% Add +239.8% 138,200 $35.2M
Augustine Asset Management Inc. 7.07% Reduce -0.3% 138,073 $35.2M
Country Club Bank 2.08% Reduce -2.7% 138,079 $35.1M
Missouri Trust & Investment Co 10.38% Reduce -0.4% 137,927 $35.1M
McKinley Carter Wealth Services, Inc. 1.84% Reduce -2.2% 137,908 $35.1M
Mengis Capital Management, Inc. 6.94% Reduce -0.6% 137,863 $35.1M
Strategic Blueprint, LLC 1.53% Add +3.8% 137,200 $34.9M
Oxford Financial Group, LTD. LLC 1.97% Add +3.0% 137,086 $34.9M
Activest Wealth Management 7.07% Add +1.1% 137,058 $34.9M
Hayek Kallen Investment Management 10.98% Reduce -0.6% 136,659 $34.8M
Traphagen Investment Advisors LLC 2.99% Reduce -0.6% 136,429 $34.7M
Cypress Wealth Services, LLC 5.68% Add +1.2% 136,156 $34.7M
LVW Advisors, LLC 3.58% Add +7.0% 135,972 $34.6M
Clarity Wealth Advisors, LLC 7.60% Reduce -1.0% 135,387 $34.5M
Covington Investment Advisors Inc. 4.51% Add +0.5% 135,230 $34.4M
Embree Financial Group 4.62% Add +0.2% 135,175 $34.4M
South Street Advisors LLC 4.51% Add +2.6% 135,164 $34.4M
Sterling Investment Advisors, Ltd. 6.70% Add +0.6% 135,113 $34.4M
Rowlandmiller & Partners.adv 6.76% Reduce -1.0% 135,049 $34.4M
Schwarz Dygos Wheeler Investment Advisors LLC 7.27% Reduce -3.0% 134,652 $34.3M
Condor Capital Management 2.81% Reduce -2.8% 134,646 $34.3M
Jamison Private Wealth Management, Inc. 4.43% Add +14.9% 134,414 $34.2M
Hardy Reed LLC 2.51% Add +2.3% 134,124 $34.2M
Facet Wealth, Inc. 0.71% Add +5.3% 134,078 $34.1M
Advisory Alpha, LLC 0.95% Reduce -1.0% 132,721 $34.1M
King Wealth Management Group 4.28% Reduce -0.0% 133,893 $34.1M
Wallington Asset Management, LLC 4.41% Add +0.7% 133,491 $34.0M
Anchor Investment Management, LLC 2.81% Reduce -2.4% 133,320 $33.9M
Allen Mooney & Barnes Investment Advisors LLC 5.28% Reduce -3.6% 132,981 $33.9M
TCI Wealth Advisors, Inc. 2.02% Reduce -1.4% 132,816 $33.8M
BetterWealth, LLC 8.05% Reduce -8.2% 132,793 $33.8M
Laurel Wealth Advisors LLC 4.72% Add +0.6% 132,728 $33.8M
RVW Wealth, LLC 2.64% Add +6.2% 132,724 $33.8M
Schnieders Capital Management, Llc. 5.48% — 132,672 $33.8M
Howard Financial Services, LTD. 4.12% Reduce -0.2% 132,253 $33.7M
MIdWestOne Financial Group, Inc. 4.09% Reduce -0.3% 132,234 $33.7M
Waterloo Capital, L.P. 2.50% Add +18.1% 132,095 $33.6M
Keel Point, LLC 2.07% Add +1.5% 132,034 $33.6M
Oak Asset Management, LLC 11.49% Reduce -10.2% 131,978 $33.6M
Shepherd Financial Partners LLC 3.20% Add +10.1% 131,935 $33.6M
RPG Investment Advisory, LLC 3.96% Add +7.6% 131,635 $33.5M
Steele Capital Management, Inc. 1.49% Reduce -0.7% 131,616 $33.5M
Brooklyn Investment Group 4.53% Reduce -1.8% 166,664 $33.5M
Parthenon LLC 3.71% Reduce -0.5% 131,469 $33.5M
Citizens National Bank Trust Department 5.97% Add +7.0% 131,390 $33.5M
Benin Management CORP 7.90% Reduce -0.2% 131,193 $33.4M
Brandywine Oak Private Wealth LLC 2.89% Reduce -0.5% 130,476 $33.2M
Front Row Advisors LLC 11.16% Reduce -4.2% 130,424 $33.2M
Bourne Lent Asset Management Inc. 11.79% Reduce -1.8% 130,371 $33.2M
Inscription Capital, LLC 3.56% Add +10.3% 129,838 $33.1M
DE Burlo Group Inc. 3.97% Reduce -6.5% 129,545 $33.0M
Oxbow Advisors, LLC 3.11% Reduce -1.8% 129,494 $33.0M
Canal Capital Management, LLC 4.94% Reduce -1.5% 129,333 $32.9M
Somerville Kurt F 5.44% Reduce -2.8% 129,296 $32.9M
NWF Advisory Services Inc. 3.61% Reduce -4.9% 129,225 $32.9M
CCM Investment Advisers LLC 3.24% Add +2.3% 128,985 $32.8M
United Bank 3.91% Reduce -6.1% 128,867 $32.8M
San Luis Wealth Advisors LLC 5.91% Add +6.0% 128,860 $32.8M
Chickasaw Capital Management LLC 1.34% Reduce -0.4% 128,843 $32.8M
Harris Associates (Oakmark Funds) 0.05% Reduce -1.5% 128,803 $32.8M
Resolute Wealth Strategies, LLC 14.98% Reduce -1.0% 128,576 $32.7M
Ostrum Asset Management 1.47% Reduce -2.1% 128,385 $32.7M
Liontrust Investment Partners LLP 0.48% Add +227.7% 128,352 $32.7M
Founders Financial Alliance, LLC 6.16% Reduce -0.4% 128,331 $32.7M
Golden State Wealth Management, LLC 3.60% Add +0.1% 128,052 $32.6M
Simmons Bank 2.17% Reduce -0.7% 128,015 $32.6M
Hills Bank & Trust Co 1.92% Reduce -1.2% 127,979 $32.6M
Regal Investment Advisors LLC 2.12% Add +3.1% 127,944 $32.6M
Zevin Asset Management LLC 4.73% Reduce -6.5% 127,785 $32.5M
Legacy Capital Group California, Inc. 8.28% Add +1.2% 127,693 $32.5M
Pettyjohn, Wood & White, Inc. 5.36% Add +0.0% 127,393 $32.4M
Monetary Management Group Inc. 7.43% Reduce -4.5% 127,057 $32.4M
Atwood & Palmer Inc. 1.90% Reduce -0.3% 126,977 $32.3M
Creative Financial Designs Inc. 2.17% Reduce -0.1% 126,907 $32.3M
RMR Wealth Builders 2.70% Reduce -0.4% 126,817 $32.3M
Elyxium Wealth, LLC 11.25% Reduce -7.3% 126,691 $32.3M
Norden Group LLC 3.28% Add +16.9% 126,676 $32.3M
L & S Advisors Inc 3.44% Add +4.6% 126,456 $32.2M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 6.79% Reduce -11.6% 126,110 $32.1M
Regatta Capital Group, LLC 5.07% Add +0.1% 126,099 $32.1M
James Investment Research, Inc. 3.51% Reduce -1.7% 126,015 $32.1M
GLOBALT Investments LLC / GA 1.17% Reduce -3.8% 125,773 $32.0M
Parallax Volatility Advisers, L.P. 1.08% Add +1153.4% 125,539 $32.0M
Tyche Wealth Partners LLC 5.61% Reduce -0.3% 125,471 $31.9M
CFO4Life Group, LLC 4.64% Add +0.3% 125,441 $31.9M
Fischer Financial Services, Inc. 8.57% Reduce -2.1% 125,068 $31.8M
First Financial Bank - Trust Division 2.72% Reduce -2.7% 125,031 $31.8M
Seven Grand Managers, LLC 2.58% Add +212.5% 125,000 $31.8M
RKL Wealth Management LLC 2.71% Reduce -5.0% 124,968 $31.8M
Dixon Mitchell Investment Counsel Inc. 1.13% Add +0.9% 124,618 $31.8M
Te Ahumairangi Investment Management Ltd 5.40% Reduce -6.3% 124,841 $31.8M
Sunbelt Securities, Inc. 2.19% Add +5.5% 124,816 $31.8M
Verity & Verity, LLC 2.54% Add +0.6% 124,705 $31.8M
SevenBridge Financial Group, LLC 5.22% Reduce -5.8% 115,843 $31.7M
Ironwood Investment Counsel, LLC 4.62% Reduce -3.5% 124,413 $31.7M
Saratoga Research & Investment Management 1.65% Reduce -7.0% 124,335 $31.7M
Institute for Wealth Management, LLC. 3.30% Reduce -1.2% 124,255 $31.6M
1776 Wealth LLC 12.19% Reduce -0.5% 124,208 $31.6M
Alley Investment Management Company, LLC 3.67% Reduce -8.3% 124,043 $31.6M
RNC Capital Management LLC 1.45% Reduce -1.9% 123,948 $31.6M
Southland Equity Partners LLC 6.38% Reduce -1.6% 123,863 $31.5M
GTS Securities LLC 1.21% Add +70.7% 123,841 $31.5M
Integrated Financial Solutions, Inc. 21.72% Add +3.5% 123,782 $31.5M
PDS Planning, Inc 2.18% Add +1.8% 123,694 $31.5M
Canandaigua National Bank & Trust Co. 2.77% Reduce -3.5% 123,602 $31.5M
Monograph Wealth Advisors, LLC 3.18% Add +26.3% 123,595 $31.5M
Parr McKnight Wealth Management Group, LLC 4.13% Reduce -1.4% 123,593 $31.5M
Marietta Wealth Management, LLC 3.84% Add +1.8% 123,395 $31.4M
one8zero8, LLC 6.79% Reduce -0.6% 123,363 $31.4M
Orange Investment Advisors, Inc. 3.26% Reduce -4.7% 122,960 $31.3M
Barlow Wealth Partners, LLC 3.48% Add +0.7% 121,111 $31.3M
Draper Asset Management, LLC 18.86% Reduce -9.2% 122,782 $31.3M
Legacy Trust 6.16% Add +58.3% 122,764 $31.3M
Westerkirk Capital Inc. 3.57% Add +0.7% 122,591 $31.2M
Stratos Investment Management, LLC 1.29% Add +2.6% 122,566 $31.2M
Sander Capital Advisors Inc. 13.08% Reduce -13.6% 122,529 $31.2M
Pioneer Trust Bank N A 7.28% Add +2.6% 122,088 $31.1M
XML Financial, LLC 2.53% Reduce -0.8% 121,920 $31.0M
Mitchell Capital Management Co. 5.30% Reduce -12.0% 121,554 $31.0M
Intrust Bank NA 2.57% Add +1.0% 121,526 $30.9M
Perennial Advisors, LLC 5.36% Add +0.1% 121,443 $30.9M
Independence Bank of Kentucky 3.97% Add +1.6% 121,294 $30.9M
Tradition Wealth Management, LLC 2.28% Reduce -0.7% 121,208 $30.9M
SIH Partners, LLLP 2.70% Add +6281.2% 121,115 $30.8M
NTV Asset Management LLC 3.36% Reduce -1.4% 121,080 $30.8M
Horiko Capital Management LLC 7.31% Reduce -3.7% 121,078 $30.8M
OMC Financial Services LTD 11.41% Reduce -0.9% 120,793 $30.8M
Mitchell McLeod Pugh & Williams Inc. 4.94% Reduce -3.4% 114,243 $30.7M
Silver Oak Securities, Incorporated 2.30% Add +21.1% 120,674 $30.7M
Wellington Shields Capital Management, LLC 4.65% Reduce -1.7% 120,260 $30.6M
Norman Fields, Gottscho Capital Management, LLC 9.78% Reduce -1.4% 120,133 $30.6M
Sigma Investment Counselors Inc. 1.59% Reduce -2.7% 120,048 $30.6M
GDS Wealth Management 2.02% Add +5.5% 120,027 $30.6M
RBF Capital, LLC 1.40% No change 120,000 $30.6M
New Hampshire Trust 5.90% Reduce -0.1% 119,996 $30.6M
Elevation Point Wealth Partners, LLC 2.12% Reduce -82.8% 119,784 $30.5M
Icon Wealth Advisors, LLC 2.06% Reduce -1.9% 119,444 $30.4M
Unio Capital LLC 7.24% Add +379.3% 119,371 $30.4M
Connecticut Wealth Management, LLC 1.35% Reduce -1.1% 119,187 $30.3M
Cardiff Park Advisors, LLC 2.33% Reduce -0.7% 119,182 $30.3M
Plancorp, LLC 0.95% Reduce -5.2% 119,141 $30.3M
Abner Herrman & Brock LLC 3.12% Add +14.7% 119,106 $30.3M
Denali Advisors LLC 3.42% Reduce -24.5% 119,018 $30.3M
Bellecapital International Ltd. 4.90% Add +0.5% 118,714 $30.2M
Moneco Advisors, LLC 2.52% Add +1.2% 118,714 $30.2M
Hutchinson Capital Management 5.23% Reduce -1.0% 118,714 $30.2M
GW&K Investment Management, LLC 0.27% Reduce -3.2% 118,663 $30.2M
Kelly Lawrence W & Associates Inc. 7.47% Reduce -0.4% 118,548 $30.2M
RPS Advisory Solutions LLC 14.79% Reduce -1.6% 118,383 $30.1M
Kathmere Capital Management, LLC 2.14% Add +5.2% 118,371 $30.1M
Old Mission Investment Co LLC 7.36% Reduce -3.0% 118,339 $30.1M
Burling Wealth Partners, LLC 4.99% Add +1.4% 118,303 $30.1M
Richard Bernstein Advisors LLC 0.86% Reduce -54.1% 118,196 $30.1M
AdvisorNet Financial, Inc 1.70% Add +9.2% 117,795 $30.0M
TD Private Client Wealth LLC 0.68% Reduce -1.0% 117,771 $30.0M
Peak Asset Management, LLC 5.23% Reduce -0.4% 117,609 $29.9M
Legacy Advisors, LLC 3.69% — 117,259 $29.9M
GAMCO Investors 0.29% Reduce -1.8% 117,085 $29.8M
Aventura Private Wealth, LLC 10.99% Add +2.0% 117,015 $29.8M
Holderness Investments Co. 6.07% Reduce -4.8% 116,849 $29.8M
Summit Securities Group LLC 9.77% Add +16.8% 116,770 $29.7M
Mystic Asset Management, Inc. 6.71% Reduce -3.4% 116,665 $29.7M
Werba Rubin Papier Wealth Management 4.80% Add +1.2% 116,652 $29.7M
Hamilton Wealth, LLC 6.19% Add +2.0% 116,601 $29.7M
Litman Gregory Wealth Management LLC 2.21% Reduce -6.5% 116,573 $29.7M
Members Trust Co 0.97% Reduce -1.6% 116,279 $29.6M
Trifecta Capital Advisors, LLC 4.50% Reduce -9.1% 116,261 $29.6M
Diversify Wealth Management, LLC 1.71% Add +4.1% 109,892 $29.6M
Providence Capital Advisors, LLC 5.12% Add +2.8% 116,107 $29.6M
Seek First Inc. 21.24% Reduce -4.7% 116,016 $29.5M
Cornerstone Advisory, LLC 2.90% Add +1.5% 115,868 $29.5M
Waldron Private Wealth LLC 1.19% Add +2.8% 115,765 $29.5M
McGuire Investment Group, LLC 3.34% Reduce -0.6% 115,721 $29.5M
Jasper Ridge Partners, L.P. 0.66% No change 115,685 $29.5M
Signet Financial Management, LLC 3.41% Reduce -1.7% 115,473 $29.4M
Onex Canada Asset Management Inc. 3.71% Reduce -1.9% 115,428 $29.4M
Jackson Square Capital, LLC 6.40% Add +70.3% 115,270 $29.4M
James J. Burns & Company, LLC 4.37% Reduce -0.8% 115,153 $29.3M
Decatur Capital Management, Inc. 11.64% Add +1.2% 115,103 $29.3M
Lee Financial Co 3.68% Add +66.0% 114,999 $29.3M
Everhart Financial Group, Inc. 2.93% Add +0.3% 114,970 $29.3M
Portfolio Design Labs, LLC 5.02% Add +142.6% 114,902 $29.3M
JFS Wealth Advisors, LLC 1.71% Reduce -0.3% 114,826 $29.2M
First Western Trust Bank 1.34% Reduce -1.0% 114,521 $29.2M
Claret Asset Management Corp 3.50% Reduce -1.8% 114,427 $29.1M
Broderick Brian C 5.51% Reduce -1.1% 113,941 $29.0M
Sanders Morris Harris LLC 3.87% Add +181.1% 113,868 $29.0M
Gilliland Jeter Wealth Management LLC 8.92% Reduce -3.1% 113,534 $28.9M
Clarius Group, LLC 1.71% Reduce -24.3% 113,376 $28.9M
Root Financial Partners, LLC 1.78% Add +8.9% 113,252 $28.8M
Scott & Selber, Inc. 7.34% Reduce -1.2% 113,100 $28.8M
Supplemental Annuity Collective Trust of NJ 7.57% No change 113,000 $28.8M
Oak Associates Ltd. 1.75% No change 112,894 $28.7M
Ibex Wealth Advisors 2.75% Add +1.5% 112,724 $28.7M
American Money Management, LLC 4.78% Add +0.1% 112,599 $28.7M
Accurate Wealth Management, LLC 3.82% Add +10.6% 115,719 $28.7M
Pitcairn Co. 2.26% Reduce -22.7% 112,439 $28.6M
Clearstead Trust, LLC 4.89% Add +18.7% 112,426 $28.6M
Nicholas Hoffman & Company, LLC. 0.69% Reduce -1.3% 112,277 $28.6M
Mirador Capital Partners LP 4.05% Reduce -0.3% 112,266 $28.6M
Brown Miller Wealth Management, LLC 8.10% Reduce -0.3% 112,209 $28.6M
Security National Bank 4.38% Add +1.2% 112,169 $28.6M
Winch Advisory Services, LLC 6.42% Reduce -0.8% 112,110 $28.5M
Cove Private Wealth, LLC 9.15% Add +1.0% 111,997 $28.5M
TTP Investments, Inc. 8.25% Add +0.3% 110,715 $28.5M
Mirabaud & Cie SA 9.05% Reduce -1.4% 111,758 $28.5M
Liberty Wealth Management LLC 3.99% Add +1.7% 111,291 $28.3M
Wellington Shields & Co., LLC 7.39% Add +0.5% 111,255 $28.3M
Diamant Asset Management, Inc. 20.82% Reduce -7.3% 111,030 $28.3M
Essex Bank 6.37% Reduce -0.3% 111,016 $28.3M
Simplicity Wealth,LLC 1.64% Reduce -30.9% 110,919 $28.2M
Beck Mack & Oliver LLC 0.51% Reduce -1.9% 110,820 $28.2M
Calydon Capital 4.50% Reduce -66.1% 110,785 $28.2M
Westover Capital Advisors, LLC 5.21% Add +2.1% 110,725 $28.2M
Himalaya Capital Management 0.87% No change 110,600 $28.2M
Brookwood Investment Group LLC 3.63% Add +3.9% 110,416 $28.1M
Naviter Wealth, LLC 3.27% Add +5.4% 110,352 $28.1M
Valicenti Advisory Services Inc. 6.02% Reduce -0.7% 110,305 $28.1M
Graves Light Lenhart Wealth, Inc. 3.11% Add +0.2% 110,205 $28.1M
GPS Wealth Strategies Group, LLC 2.96% Reduce -8.9% 110,110 $28.0M
Concentric Capital Strategies, LP 1.34% Add +577.5% 110,075 $28.0M
Willis Investment Counsel 1.53% Add +0.4% 110,059 $28.0M
World Equity Group, Inc. 6.35% Add +31.6% 109,933 $28.0M
Arjuna Capital 6.96% Reduce -4.8% 109,941 $28.0M
Huntleigh Advisors, Inc. 4.77% Add +0.2% 109,857 $28.0M
Marks Group Wealth Management, Inc 2.59% Add +7.6% 109,612 $27.9M
Regent Peak Wealth Advisors LLC 5.57% — 109,265 $27.8M
Cypress Asset Management Inc. 6.31% Reduce -2.6% 109,003 $27.8M
Canvas Wealth Advisors, LLC 5.03% Add +1.6% 107,212 $27.7M
Garde Capital, Inc. 1.39% Reduce -3.0% 108,451 $27.6M
Sax Wealth Advisors, LLC 1.48% Add +4.7% 108,343 $27.6M
Dale Q Rice Investment Management Ltd 19.47% Add +0.1% 108,572 $27.6M
Conning Inc. 0.97% Reduce -3.4% 108,297 $27.6M
Lester Murray Antman dba SimplyRich 7.44% Reduce -0.1% 108,295 $27.6M
Sovran Advisors, LLC 2.44% Add +20.6% 101,559 $27.6M
Concentrum Wealth Management 7.95% Reduce -7.7% 108,183 $27.5M
Alexander Labrunerie & Co., Inc. 10.28% Add +2.4% 108,095 $27.5M
Sierra Summit Advisors LLC 4.19% Reduce -4.1% 108,016 $27.5M
Weil Company, Inc. 6.60% Reduce -0.6% 107,676 $27.4M
Skylands Capital, LLC 3.79% Reduce -14.0% 107,585 $27.4M
TRUE Private Wealth Advisors 2.79% Reduce -0.3% 107,548 $27.4M
Arcadia Investment Management Corp. 4.22% Reduce -3.2% 107,543 $27.4M
Symmetry Partners, LLC 2.98% Reduce -5.6% 107,540 $27.4M
Guardian Wealth Advisors, LLC / NC 1.79% Add +0.5% 107,538 $27.4M
Plimoth Trust Co. LLC 6.20% Reduce -0.9% 107,519 $27.4M
Stockman Wealth Management, Inc. 3.39% Add +1.6% 107,156 $27.3M
Jacobi Capital Management LLC 1.66% Reduce -0.2% 106,989 $27.2M
Harrell Investment Partners, LLC 6.42% Reduce -2.8% 106,772 $27.2M
Wittenberg Investment Management, Inc. 10.83% Reduce -1.2% 106,487 $27.1M
Quantum Private Wealth, LLC 7.92% Reduce -2.0% 106,462 $27.1M
Personal Cfo Solutions, LLC 4.75% Reduce -2.8% 106,418 $27.1M
Family Manage LLC 3.76% Add +0.6% 106,347 $27.1M
Focused Wealth Management, Inc 2.93% Reduce -0.3% 106,276 $27.1M
Ridgecrest Wealth Partners, LLC 12.21% Reduce -0.1% 106,058 $27.0M
Wilmar Advisors LLC 22.15% No change 106,000 $27.0M
Crewe Advisors LLC 2.58% Reduce -0.3% 105,986 $27.0M
Nadler Financial Group, Inc. 2.57% Reduce -3.3% 105,966 $27.0M
Allen Capital Group, LLC 2.58% Add +4.3% 105,963 $27.0M
Ignite Planners, LLC 4.42% Reduce -2.3% 105,864 $27.0M
Atwater Malick LLC 7.81% Reduce -1.5% 105,654 $26.9M
Private Wealth Asset Management, LLC 3.17% Reduce -0.3% 105,493 $26.9M
Strait & Sound Wealth Management LLC 10.31% Add +14.7% 105,485 $26.9M
LM Advisors LLC 3.89% Reduce -65.2% 105,476 $26.9M
Trustmark Bank Trust Department 1.74% Reduce -2.0% 105,296 $26.8M
Cornell Pochily Investment Advisors, Inc. 8.00% Reduce -0.2% 105,223 $26.8M
Moss Adams Wealth Advisors LLC 2.09% Add +0.0% 105,212 $26.8M
Texas Capital Bank Wealth Management Services Inc 2.20% Reduce -9.1% 105,109 $26.8M
Bison Wealth, LLC 2.47% Add +1.9% 101,424 $26.7M
Perkins Coie Trust Co 5.03% Add +10.5% 104,923 $26.7M
Sierra Capital LLC 2.93% Reduce -3.8% 104,882 $26.7M
Trust Point Inc. 2.16% New 104,822 $26.7M
Townsquare Capital LLC 4.03% Reduce -13.3% 104,571 $26.6M
Community Financial Services Group, LLC 4.87% Reduce -9.3% 104,350 $26.6M
RWQ Financial Management Services, Inc. 11.53% Add +5387.9% 104,326 $26.6M
Prestige Wealth Management Group LLC 5.13% Reduce -1.1% 104,309 $26.6M
Elk River Wealth Management LLC 4.25% Reduce -0.7% 104,215 $26.5M
Earned Wealth Advisors, LLC 4.36% Add +2.3% 103,917 $26.5M
Generali Investments, Management Co LLC 5.51% Add +8.5% 103,730 $26.4M
Concord Investment Counsel Inc. 8.38% — 103,671 $26.4M
Peddock Capital Advisors, LLC 5.68% Reduce -1.6% 103,441 $26.3M
180 Wealth Advisors, LLC 3.21% Reduce -1.9% 103,275 $26.3M
LSV Asset Management 0.06% Add +7063.4% 103,153 $26.3M
Whitener Capital Management, Inc. 6.29% Add +1.2% 103,149 $26.3M
Clean Yield Group 7.42% Add +0.4% 103,090 $26.2M
Blume Capital Management, Inc. 5.05% Reduce -1.0% 103,033 $26.2M
Brady Family Wealth, LLC 8.11% Reduce -5.0% 102,864 $26.2M
Fulcrum Capital LLC 5.36% Reduce -2.5% 102,658 $26.1M
GSG Advisors LLC 6.91% Reduce -1.9% 102,191 $26.1M
Catalyst Financial Partners LLC 3.14% Add +1.0% 102,392 $26.1M
Archford Capital Strategies, LLC 3.10% Add +0.7% 102,301 $26.0M
Ascentis Independent Advisors 4.39% Reduce -0.6% 102,263 $26.0M
Sustainable Insight Capital Management, LLC 8.16% Add +21.9% 101,987 $26.0M
Beverly Hills Private Wealth, LLC 4.64% Reduce -4.5% 101,835 $25.9M
HORAN Wealth, LLC 4.08% Add +24.9% 101,783 $25.9M
Sowa Financial Group, Inc. 14.54% Reduce -2.9% 101,780 $25.9M
NatWest Group plc 6.40% New 101,717 $25.9M
Quadcap Wealth Management, LLC 3.05% Reduce -2.0% 101,494 $25.8M
Navalign, LLC 6.81% Reduce -0.1% 101,381 $25.8M
Farmers Trust Co. 4.44% Add +11.3% 101,192 $25.8M
Dock Street Asset Management Inc. 2.25% Reduce -45.0% 101,177 $25.8M
Trivium Point Advisory, LLC 2.63% Add +0.4% 101,151 $25.8M
Mirae Asset Securities (usa) Inc. 1.13% New 101,031 $25.7M
Stenger Family Office, LLC 5.28% Add +12.6% 95,665 $25.7M
Great Lakes Retirement, Inc. 2.79% Add +5.5% 100,402 $25.6M
Manske Wealth Management 7.84% Add +0.1% 100,357 $25.6M
Galvin, Gaustad & Stein, LLC 2.10% Reduce -6.2% 100,239 $25.5M
Legacy Wealth Management, LLC / MS 7.68% Reduce -8.3% 100,224 $25.5M
Tufton Capital Management 4.54% Add +4.3% 100,130 $25.5M
Romano Brothers and Company 2.91% Reduce -4.2% 100,059 $25.5M
Financial Partners Group, Inc 3.17% Reduce -1.1% 100,030 $25.5M
7G Capital Management, LLC 16.32% Reduce -7.0% 100,000 $25.5M
Alight Capital Management LP 6.09% Add +185.7% 100,000 $25.5M
Hamilton Point Investment Advisors, LLC 3.97% Reduce -0.2% 99,975 $25.5M
City Holding Co. 3.19% Reduce -5.3% 99,754 $25.4M
Chapin Davis, Inc. 6.23% Reduce -2.2% 99,651 $25.4M
Motco 2.31% Add +1.4% 99,520 $25.3M
FourThought Financial Partners, LLC 2.23% Reduce -4.0% 99,500 $25.3M
Meridian Wealth Advisors, LLC 3.59% Add +2.2% 99,362 $25.3M
Onyx Bridge Wealth Group LLC 2.75% Add +13.0% 99,313 $25.3M
TigerOak Management, L.L.C. 7.83% Reduce -1.5% 99,094 $25.2M
McLean Asset Management Corp 5.19% Reduce -0.9% 98,065 $25.2M
Hilton Capital Management, LLC 2.04% Reduce -19.2% 98,825 $25.2M
1834 Investment Advisors Co. 3.09% Reduce -2.7% 98,774 $25.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.46% Add +17.7% 98,563 $25.1M
Relyea Zuckerberg Hanson LLC 2.64% Reduce -14.2% 98,474 $25.1M
Zuckerman Investment Group, LLC 2.32% Reduce -0.9% 98,144 $25.0M
Harvey Capital Management Inc. 5.33% Reduce -7.7% 98,089 $25.0M
Northside Capital Management, LLC 2.28% Reduce -6.0% 98,083 $25.0M
Kepler Cheuvreux (Suisse) SA 1.34% — 98,014 $25.0M
Key Financial Inc 4.61% Reduce -1.4% 97,691 $25.0M
Bell Asset Management Ltd 6.81% Add +4.2% 97,816 $24.9M
Cordatus Wealth Management LLC 5.87% Add +0.0% 97,792 $24.9M
Chemistry Wealth Management LLC 4.80% Reduce -4.0% 97,736 $24.9M
Unisphere Establishment 0.20% Add +50.1% 97,700 $24.9M
Asset Dedication, LLC 1.67% Reduce -1.3% 97,457 $24.8M
BSW Wealth Partners 3.09% Add +0.6% 97,411 $24.8M
Jeppson Wealth Management, LLC 7.90% Reduce -0.9% 97,309 $24.8M
Isthmus Partners, LLC 2.91% Add +6.4% 97,177 $24.7M
Paulson Wealth Management Inc. 5.84% Reduce -4.7% 97,097 $24.7M
WoodTrust Financial Corp 2.94% Reduce -12.1% 97,027 $24.7M
Farmers National Bank 5.86% Add +2.1% 97,011 $24.7M
Foster Dykema Cabot & Partners, LLC 1.62% Add +17.1% 96,940 $24.7M
Vishria Bird Financial Group, LLC 4.84% Reduce -1.1% 96,839 $24.7M
Ables, Iannone, Moore & Associates, Inc. 14.18% Reduce -3.9% 96,817 $24.7M
Nelson Capital Management, LLC 2.93% Reduce -2.3% 96,607 $24.6M
Yukon Wealth Management, Inc. 8.04% Add +0.6% 96,265 $24.5M
Nwi Management LP 2.42% Reduce -68.6% 96,100 $24.5M
Valley National Advisers Inc. 3.79% Reduce -13.0% 96,086 $24.5M
Grandfield & Dodd, LLC 1.39% Reduce -0.4% 95,932 $24.4M
Asset Management Group, Inc. 3.99% Reduce -0.1% 95,906 $24.4M
Altfest L J & Co. Inc. 2.72% Add +1.8% 95,714 $24.4M
Sompo Asset Management Co., Ltd. 4.18% Reduce -6.8% 95,300 $24.3M
Resonant Capital Advisors, LLC 1.41% Add +3.3% 95,292 $24.3M
Chilton Investment Co. Inc. 0.49% Add +37.9% 95,238 $24.3M
Putney Financial Group LLC 24.05% Reduce -4.1% 95,229 $24.2M
Watts Gwilliam & Co., LLC 3.91% Reduce -1.9% 94,985 $24.2M
Accent Capital Management, LLC 10.13% Reduce -0.6% 94,797 $24.1M
Arlington Financial Advisors, LLC 3.55% Add +1.0% 94,782 $24.1M
Ellis Investment Partners, LLC 4.36% Reduce -0.8% 94,778 $24.1M
Summit Global Investments 1.41% Reduce -0.3% 94,682 $24.1M
Duncker Streett & Co. Inc. 4.20% Add +16.5% 94,646 $24.1M
Peterson Wealth Services 5.96% Reduce -98.8% 1,125 $24.1M
Millennium Capital Advisors, LLC 14.54% Reduce -4.4% 94,576 $24.1M
Symphony Financial, Ltd. Co. 2.93% Add +0.3% 94,275 $24.0M
Taylor Hoffman Capital Management LLC 7.57% Reduce -0.5% 94,366 $24.0M
Broadleaf Partners, LLC 5.01% Reduce -1.5% 94,365 $24.0M
Loomis Sayles & Co. L P 0.03% Add +20.4% 94,347 $24.0M
Wernau Asset Management Inc. 24.83% Reduce -1.0% 94,243 $24.0M
FRG Family Wealth Advisors LLC 3.85% Reduce -3.1% 93,863 $23.9M
bLong Financial, LLC 16.65% Reduce -0.3% 93,808 $23.9M
Pinnacle Wealth Planning Services, Inc. 2.80% Add +1.4% 93,777 $23.9M
Hoertkorn Richard Charles 9.22% Reduce -3.2% 93,656 $23.8M
Ransom Advisory, Ltd 10.74% Reduce -1.5% 93,636 $23.8M
Sentinel Trust Co. Lba 2.42% Reduce -2.1% 93,431 $23.8M
PFC Capital Group, Inc. 10.00% Add +0.8% 93,429 $23.8M
SFE Investment Counsel 3.79% Add +4.4% 93,299 $23.8M
Guardian Partners Inc. 2.00% Reduce -0.2% 92,662 $23.7M
Kozak & Associates, Inc. 4.66% Reduce -3.6% 88,491 $23.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.79% Add +0.6% 92,721 $23.6M
Rench Wealth Management, Inc. 6.92% Reduce -0.3% 92,638 $23.6M
ICICI Prudential Asset Management Co Ltd 2.49% Add +21.8% 92,637 $23.6M
Lineweaver Wealth Advisors, LLC 3.45% Reduce -2.5% 92,596 $23.6M
Jessup Wealth Management, Inc 8.78% Add +0.1% 92,588 $23.6M
Searle & Co. 6.25% Reduce -0.9% 92,431 $23.5M
Bearing Point Capital, LLC 4.05% Reduce -2.3% 92,415 $23.5M
Natural Investments, LLC 5.85% Reduce -0.3% 92,408 $23.5M
Riversedge Advisors, LLC 3.94% Add +5.5% 92,230 $23.5M
First PREMIER Bank 5.32% Reduce -0.2% 92,077 $23.4M
O'Dell Group, LLC 5.02% Add +0.7% 91,893 $23.4M
Mirabella Financial Services LLP 2.05% Add +118.6% 92,027 $23.4M
Financial Avengers, Inc. 10.05% Reduce -3.3% 91,751 $23.4M
Chokshi & Queen Wealth Advisors, Inc 12.36% Reduce -2.3% 91,671 $23.3M
Costello Asset Management, INC 7.80% Add +2.2% 91,462 $23.3M
Chelsea Counsel Co. 10.34% Add +0.0% 91,415 $23.3M
Westbourne Investment Advisors, Inc. 6.49% Add +0.3% 91,386 $23.3M
Roberts Wealth Advisors, LLC 6.19% Reduce -1.4% 91,384 $23.3M
Central Bank & Trust Co. 3.66% Reduce -2.1% 91,095 $23.2M
Walter & Keenan Wealth Management LLC /in/ 6.43% Add +0.3% 91,057 $23.2M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3.72% Add +0.1% 90,936 $23.2M
D L Carlson Investment Group Inc. 3.89% Add +0.8% 90,921 $23.2M
Copeland Capital Management, LLC 0.48% Reduce -4.5% 90,808 $23.1M
Skye Global Management LP 0.47% Add +170.2% 90,800 $23.1M
Little House Capital LLC 5.30% Add +3.4% 90,548 $23.1M
Guyasuta Investment Advisors Inc. 1.32% Reduce -2.6% 90,466 $23.0M
Riverview Capital Advisers, LLC 6.66% Reduce -0.3% 90,441 $23.0M
Vertex Planning Partners, LLC 4.41% Reduce -0.1% 90,392 $23.0M
Trek Financial, LLC 1.37% Add +5.1% 90,384 $23.0M
Benedict Financial Advisors Inc. 4.98% Reduce -2.9% 90,134 $23.0M
Trust Co of the South 3.80% Add +4.8% 90,001 $22.9M
Claro Advisors Inc. 3.34% Reduce -9.0% 89,963 $22.9M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.55% Add +2.5% 89,899 $22.9M
Armstrong, Fleming & Moore, Inc 10.91% Reduce -0.4% 89,658 $22.8M
Founders Financial Securities LLC 1.55% Reduce -5.8% 89,635 $22.8M
EagleClaw Capital Managment, LLC 3.19% Reduce -1.3% 89,589 $22.8M
Bill Few Associates, Inc. 5.85% Reduce -1.1% 89,150 $22.7M
United Advisor Group, LLC 3.05% Add +27.0% 89,121 $22.7M
Mine & Arao Wealth Creation & Management, LLC. 9.21% Add +0.1% 88,991 $22.7M
Headlands Technologies LLC 1.81% Add +257.9% 88,990 $22.7M
Haverford Financial Services, Inc. 6.35% Reduce -9.3% 88,908 $22.6M
Absher Wealth Management, LLC 2.70% Reduce -1.8% 88,891 $22.6M
Holcombe Financial, Inc. 15.78% Reduce -2.2% 88,774 $22.6M
Ballast Advisors LLC 6.22% Reduce -3.8% 88,719 $22.6M
MBL Wealth, LLC 1.98% Reduce -1.4% 88,715 $22.6M
Villere St Denis J & Co. LLC 2.22% Reduce -1.2% 88,642 $22.6M
Capital Planning Advisors, LLC 3.09% Reduce -4.3% 88,409 $22.5M
Red Lighthouse Investment Management, LLC 7.86% Add +0.0% 88,358 $22.5M
STF Management LP 8.32% Reduce -3.7% 88,155 $22.4M
Intact Investment Management Inc. 0.68% Reduce -16.3% 88,000 $22.4M
Clark Asset Management, LLC 2.60% Reduce -5.6% 87,981 $22.4M
Destiny Wealth Partners, LLC 2.74% Add +11.4% 87,957 $22.4M
CenterBook Partners LP 1.11% Reduce -28.0% 87,916 $22.4M
Act Two Investors LLC 3.97% Add +0.5% 87,901 $22.4M
Baader Bank Aktiengesellschaft 1.86% Reduce -15.9% 88,250 $22.4M
Levin Capital Strategies, L.P. 2.05% Reduce -0.6% 87,787 $22.4M
SkyOak Wealth, LLC 4.22% Reduce -3.4% 87,733 $22.3M
Liberty Capital Management, Inc. 4.20% Reduce -0.9% 87,706 $22.3M
Aries Wealth Management 5.28% Reduce -0.8% 87,680 $22.3M
Cardinal Capital Management 3.08% Reduce -0.1% 87,613 $22.3M
CPC Advisors, LLC 2.35% Add +39.6% 87,486 $22.3M
JCIC Asset Management Inc. 6.97% — 87,479 $22.3M
Mayflower Financial Advisors, LLC 2.80% Add +0.9% 87,384 $22.3M
Mezzasalma Advisors, LLC 5.68% Add +0.0% 87,134 $22.2M
Slow Capital, Inc. 2.61% Reduce -19.5% 87,075 $22.2M
Fusion Capital, LLC 6.45% Add +0.2% 81,980 $22.2M
St. Clair Advisors, LLC 5.87% Reduce -2.3% 86,889 $22.1M
Martin Investment Management, LLC 5.62% Reduce -1.1% 86,819 $22.1M
Capital City Trust Co. 5.40% Reduce -2.2% 86,675 $22.1M
Brave Asset Management Inc. 5.39% Add +6.8% 86,643 $22.1M
Ipswich Investment Management Co., Inc. 5.15% Reduce -0.8% 86,543 $22.0M
Bernard Wealth Management Corp. 9.18% Reduce -1.3% 86,316 $22.0M
Guardian Asset Advisors, LLC 11.82% Reduce -4.2% 86,266 $22.0M
Toth Financial Advisory Corp. 2.37% Add +0.5% 86,233 $22.0M
Sterneck Capital Management, LLC 10.21% Reduce -2.0% 86,137 $21.9M
Paragon Capital Management LLC 10.58% Reduce -0.5% 86,077 $21.9M
Intellus Advisors LLC 3.00% Reduce -12.3% 86,055 $21.9M
Sound Income Strategies, LLC 1.20% Reduce -5.9% 86,252 $21.9M
Westside Investment Management, Inc. 3.49% Add +2.5% 85,723 $21.9M
Sava Infond d.o.o. 3.10% Reduce -0.2% 85,780 $21.8M
Norris Perne & French LLP 1.51% Add +19.1% 85,588 $21.8M
Optimum Investment Advisors 8.64% Reduce -0.7% 85,515 $21.8M
Bfsg, LLC 2.11% Add +0.1% 85,491 $21.8M
Adams Asset Advisors, LLC 2.86% No change 85,468 $21.8M
Greystone Financial Group, LLC 3.37% Add +3.5% 85,399 $21.7M
Breakwater Capital Group 3.21% Reduce -2.8% 85,246 $21.7M
AIMZ Investment Advisors, LLC 6.80% Reduce -0.8% 85,100 $21.7M
Core Alternative Capital 6.29% Reduce -10.2% 85,084 $21.7M
Clough Capital Partners L P 1.93% Reduce -22.9% 85,033 $21.7M
Herold Advisors, Inc. 5.00% Reduce -10.9% 84,645 $21.6M
JSF Financial, LLC 4.78% Reduce -1.8% 84,616 $21.5M
Inlet Private Wealth, LLC 4.86% Add +0.5% 84,589 $21.5M
Stonebrook Private Inc. 4.65% Add +0.4% 84,585 $21.5M
Kapstone Financial Advisors LLC 10.14% Reduce -3.3% 84,522 $21.5M
MCF Advisors LLC 1.31% Reduce -1.5% 84,231 $21.4M
OneAscent Financial Services LLC 1.42% Add +1.1% 84,005 $21.4M
Laird Norton Wetherby Trust Company, LLC 3.67% No change 83,988 $21.4M
Diversified Enterprises, LLC 1.44% Add +2.7% 83,924 $21.4M
Realta Investment Advisors 7.12% Add +1.8% 83,628 $21.3M
NFSG Corp 3.18% Add +5.4% 83,611 $21.3M
GeoWealth Management, LLC 0.78% Add +1.9% 83,601 $21.3M
Cahill Financial Advisors Inc. 2.42% Add +3.0% 83,532 $21.3M
Insight Advisors, LLC/ PA 3.26% Reduce -3.8% 83,485 $21.3M
Moloney Securities Asset Management, LLC 2.53% Reduce -2.6% 83,209 $21.2M
Pegasus Asset Management, Inc. 6.80% Add +0.4% 83,185 $21.2M
Westhampton Capital, LLC 10.31% Reduce -4.3% 83,100 $21.2M
Covenant Asset Management, LLC 3.99% Reduce -4.4% 83,084 $21.2M
Independent Solutions Wealth Management, LLC 3.75% Add +3.0% 82,862 $21.1M
Raab & Moskowitz Asset Management LLC 4.72% Add +1.9% 82,836 $21.1M
Quantum Financial Advisors, LLC 2.57% Add +20.2% 82,793 $21.1M
Interchange Capital Partners, LLC 4.13% Add +3.6% 82,756 $21.1M
CV Advisors LLC 5.83% Reduce -0.6% 82,660 $21.0M
First Interstate Bank 1.16% Add +0.5% 82,633 $21.0M
McAdam, LLC 1.04% Add +2.9% 82,549 $21.0M
Harbor Capital Advisors, Inc. 1.63% Add +2.7% 82,411 $21.0M
Ofc Financial Planning, LLC 20.77% Reduce -0.4% 82,383 $21.0M
Jackson Hole Capital Partners, LLC 3.58% Add +2.0% 82,155 $20.9M
SeaBridge Investment Advisors LLC 3.39% Add +1.4% 82,080 $20.9M
Perpetual Ltd 0.26% Add +17.9% 82,075 $20.9M
BNC Wealth Management, LLC 5.26% Reduce -3.8% 81,894 $20.9M
Strategic Planning, Inc. 12.07% Add +0.2% 81,887 $20.9M
MV Capital Management, Inc. 2.00% Reduce -3.2% 81,796 $20.8M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 4.93% Add +2.7% 81,732 $20.8M
Atlas Wealth LLC 8.88% Reduce -1.3% 81,729 $20.8M
HFR Wealth Management, LLC 4.77% Reduce -8.8% 81,712 $20.8M
Abacus FCF Advisors LLC 2.76% Add +2.9% 81,677 $20.8M
Twin Lakes Capital Management, LLC 9.62% Add +0.1% 81,658 $20.8M
Cypress Capital Management LLC (WY) 20.92% Reduce -0.2% 81,638 $20.8M
Nikulski Financial, Inc. 5.22% Add +1.0% 81,628 $20.8M
Armstrong Advisory Group, Inc. 1.47% Reduce -0.7% 81,622 $20.8M
United Capital Management of KS, Inc. 2.83% Add +2.1% 81,613 $20.8M
Vantage Wealth 4.52% Reduce -1.3% 81,610 $20.8M
Wealth Effects LLC 6.68% Reduce -2.6% 81,549 $20.8M
O'ROURKE & COMPANY, Inc 8.68% Add +1.1% 81,538 $20.8M
Cercano Management LLC 0.80% Reduce -59.9% 81,443 $20.7M
Legacy Financial Advisors, Inc. 2.85% Add +6.0% 81,376 $20.7M
Richard C. Young & CO., LTD. 1.92% Reduce -0.2% 81,280 $20.7M
Gifford Fong Associates 4.34% No change 81,169 $20.7M
Meitav Investment House Ltd. 0.27% Add +15.7% 81,162 $20.7M
M1 Capital Management LLC 8.89% Add +0.1% 80,902 $20.6M
Once Capital Management, LLC 5.59% No change 80,900 $20.6M
First Long Island Investors, LLC 1.53% Add +5.3% 80,572 $20.5M
Dynasty Wealth Management, LLC 0.27% Add +397.6% 80,566 $20.5M
Knightsbridge Asset Management, LLC 3.50% Reduce -0.8% 80,533 $20.5M
FLC Capital Advisors 3.96% Add +2.0% 80,316 $20.5M
Tanager Wealth Management LLP 2.14% Add +10.9% 80,112 $20.4M
Tradewinds, LLC. 4.96% Add +2755.2% 79,973 $20.4M
Optas, LLC 3.45% Add +2.4% 79,868 $20.3M
Strategic Global Advisors, LLC 3.07% Reduce -5.4% 79,647 $20.3M
Avalon Global Asset Management LLC 4.65% No change 79,580 $20.3M
Carroll Investors, Inc 9.80% Reduce -0.9% 79,437 $20.2M
Bedel Financial Consulting, Inc. 2.58% Reduce -1.1% 79,388 $20.2M
Aviso Wealth Management 8.80% Reduce -0.7% 79,292 $20.2M
Physician Wealth Advisors, Inc. 2.87% Add +3.4% 79,259 $20.2M
WealthTrust Axiom LLC 5.40% Add +0.1% 79,231 $20.2M
Tema ETFs LLC 1.67% New 79,192 $20.2M
Thiel Macro 27.08% New 79,181 $20.2M
Gibraltar Capital Management, Inc. 3.62% Add +1.7% 79,126 $20.1M
Rockport Wealth LLC 4.10% Add +0.1% 79,036 $20.1M
Mattern Capital Management, LLC 2.37% Reduce -2.1% 79,018 $20.1M
McDonough Capital Management, Inc 10.11% Add +10.2% 365,675 $20.1M
Linden Thomas Advisory Services, LLC 2.03% Add +3.1% 78,851 $20.1M
Guardian Investment Management 17.07% Add +0.3% 78,848 $20.1M
Sepio Capital, LP 1.19% Add +15.7% 78,846 $20.1M
Apollon Financial, LLC 3.35% Add +23.9% 78,813 $20.1M
Chancellor Financial Group WB LP 14.27% Add +0.3% 78,795 $20.1M
Northstar Asset Management Inc. 5.21% Add +3.8% 78,720 $20.0M
Quotient Wealth Partners, LLC 0.55% Add +5.4% 78,703 $20.0M
Iyo Bank, Ltd. 7.56% No change 78,680 $20.0M
Crescent Grove Advisors, LLC 1.92% Add +0.6% 78,630 $20.0M
Financial Consulate, Inc. 2.83% New 78,624 $20.0M
Harbor Island Capital LLC 8.56% No change 78,561 $20.0M
Iowa State Bank 3.81% Reduce -2.2% 78,511 $20.0M
Humankind Investments LLC 4.58% Reduce -0.9% 78,510 $20.0M
New Capital Management LP 5.23% Reduce -0.0% 78,388 $20.0M
Live Oak Private Wealth LLC 2.78% Add +1.9% 78,318 $19.9M
Cidel Asset Management Inc. 1.14% Reduce -0.6% 78,124 $19.9M
Westend Capital Management, LLC 5.79% Add +4004.2% 78,061 $19.9M
Allegheny Financial Group 3.71% Reduce -1.1% 77,930 $19.8M
Montis Financial, LLC 4.58% Add +15.8% 77,919 $19.8M
Coleford Investment Management Ltd. 4.76% Reduce -0.5% 77,848 $19.8M
Neumann Capital Management, LLC 5.80% Add +0.2% 77,846 $19.8M
CLG LLC 5.40% Reduce -0.3% 77,788 $19.8M
Charter Oak Capital Management, LLC 1.55% Add +1.6% 77,651 $19.8M
Ring Mountain Capital, LLC 10.95% Reduce -0.1% 77,641 $19.8M
Puzo Michael J 5.39% Add +0.0% 77,599 $19.8M
Beacon Bank & Trust 4.25% Reduce -2.5% 77,562 $19.7M
LRI Investments, LLC 1.62% Add +5.2% 77,504 $19.7M
CMH Wealth Management LLC 4.20% Reduce -21.5% 77,400 $19.7M
Buck Wealth Strategies, LLC 2.70% Add +0.9% 77,356 $19.7M
Leo Wealth, LLC 2.55% Reduce -42.2% 77,349 $19.7M
Delta Financial Advisors LLC 5.55% Add +19.4% 77,250 $19.7M
JTC Employer Solutions Trustee Ltd 1.69% Reduce -12.4% 77,186 $19.6M
Eagle Rock Investment Company, LLC 2.93% Reduce -0.4% 77,053 $19.6M
Acropolis Investment Management, LLC 1.00% Add +20.4% 95,577 $19.6M
Global Endowment Management, LP 2.46% No change 77,012 $19.6M
Chatham Capital Group, Inc. 2.82% Reduce -2.3% 76,912 $19.6M
BIP Wealth, LLC 0.97% Add +24.6% 76,793 $19.6M
Ameriflex Group, Inc. 7.33% Add +94.3% 76,787 $19.6M
Cim, LLC 2.55% Reduce -0.7% 76,712 $19.5M
Investment Research & Advisory Group, Inc. 6.62% Add +1.3% 76,359 $19.5M
Nicollet Investment Management, Inc. 6.36% Reduce -3.8% 76,545 $19.5M
Patriot Financial Group Insurance Agency, LLC 2.49% Reduce -3.0% 76,482 $19.5M
Ifrah Financial Services, Inc. 5.02% Reduce -0.5% 76,067 $19.4M
Janney Capital Management LLC 1.21% Reduce -1.5% 76,053 $19.4M
ProVise Management Group, LLC 1.42% Reduce -5.8% 75,889 $19.3M
Bantamac Capital, LLC 14.60% Reduce -2.2% 75,831 $19.3M
Itau Unibanco Holding S.A. 0.66% Reduce -65.0% 75,790 $19.3M
GFG Capital, LLC 6.66% Reduce -5.5% 75,722 $19.3M
Keebeck Wealth Management 2.28% Add +3.7% 75,631 $19.3M
Alta Advisers Ltd 5.89% Reduce -1.9% 75,580 $19.2M
Arista Wealth Management, LLC 2.39% Reduce -2.5% 75,501 $19.2M
Stablepoint Partners, LLC 3.05% Add +4.8% 75,487 $19.2M
McCollum Christoferson Group LLC 5.51% Reduce -13.5% 75,486 $19.2M
Crews Bank & Trust 2.81% Reduce -0.3% 75,471 $19.2M
Strategic Investment Advisors / MI 1.72% Reduce -5.0% 75,335 $19.2M
Centurion Wealth Management LLC 4.38% Add +6.0% 75,323 $19.2M
CapWealth Advisors, LLC 1.73% Reduce -1.7% 75,322 $19.2M
Analyst IMS Investment Management Services Ltd. 0.60% Add +3.3% 75,213 $19.2M
Argonautica Private Wealth Management, Inc. 5.59% Reduce -0.3% 75,199 $19.1M
Blue Zone Wealth Advisors, LLC 3.81% Add +41.0% 75,037 $19.1M
WealthShield Partners, LLC 2.17% Add +1.1% 75,022 $19.1M
Citizens Business Bank 3.19% Add +5.3% 74,964 $19.1M
Atlas Brown,Inc. 5.63% Reduce -0.9% 74,864 $19.1M
Revolve Wealth Partners, LLC 2.29% Add +9.9% 74,815 $19.1M
Fairview Capital Investment Management, LLC 0.97% Reduce -3.6% 74,790 $19.0M
Full Sail Capital, LLC 1.05% Reduce -1.3% 74,758 $19.0M
3Chopt Investment Partners, LLC 4.32% Reduce -0.2% 74,650 $19.0M
Founders Capital Management, LLC 2.99% Reduce -2.1% 74,632 $19.0M
Liberty Square Wealth Partners LLC 5.86% Reduce -1.1% 74,533 $19.0M
Hennion & Walsh Asset Management, Inc. 0.69% Add +3.5% 74,525 $19.0M
Drucker Wealth 3.0, LLC 3.38% Add +3.6% 74,507 $19.0M
High Note Wealth, LLC 3.81% Reduce -0.7% 74,434 $19.0M
Keystone Wealth Services, LLC 4.13% Add +0.7% 74,368 $18.9M
FSM Wealth Advisors, LLC 2.68% Add +3.9% 74,351 $18.9M
Grandview Asset Management LLC 5.32% Add +2.7% 74,218 $18.9M
Certified Advisory Corp 1.79% Reduce -0.6% 74,140 $18.9M
Hoey Investments, Inc. 2.55% Add +0.4% 74,122 $18.9M
Parkside Investments, LLC 2.36% Add +0.2% 74,121 $18.9M
KPP Advisory Services LLC 2.80% Add +7.4% 74,102 $18.9M
Cantor Fitzgerald, L. P. 0.37% Reduce -65.9% 74,097 $18.9M
Central Pacific Bank - Trust Division 2.37% Reduce -3.6% 74,048 $18.9M
Flynn Zito Capital Management, LLC 6.96% Reduce -1.5% 74,043 $18.9M
Strengthening Families & Communities, LLC 4.18% Add +1912.9% 74,457 $18.8M
IPG Investment Advisors LLC 3.36% Add +0.8% 73,953 $18.8M
Papamarkou Wellner Asset Management inc. 11.64% Reduce -0.7% 73,925 $18.8M
Kemnay Advisory Services Inc. 2.86% Add +2.8% 73,822 $18.8M
Signal Advisors Wealth, LLC 1.70% Add +7.1% 73,713 $18.8M
Intelligence Driven Advisers, LLC 2.60% Reduce -0.1% 73,680 $18.8M
Radnor Capital Management, LLC 2.85% Reduce -0.5% 73,644 $18.8M
Manitou Investment Management Ltd. 3.27% Reduce -2.1% 73,611 $18.7M
Meridian Investment Counsel Inc. 4.63% Reduce -3.3% 73,606 $18.7M
Global Wealth Management Investment Advisory, Inc. 3.14% Add +3.1% 73,558 $18.7M
Gradient Capital Advisors, LLC 5.02% Reduce -0.6% 73,530 $18.7M
Peak Planning Group, LLC 9.73% Reduce -1.7% 73,363 $18.7M
SS&H Financial Advisors, Inc. 5.68% Add +0.3% 73,351 $18.7M
Field & Main Bank 5.52% Reduce -0.1% 73,337 $18.7M
Moseley Investment Management Inc. 5.67% Add +1.1% 73,205 $18.6M
First Commonwealth Financial Corp 3.12% Reduce -1.4% 73,188 $18.6M
Dominguez Wealth Management Solutions, Inc. 11.79% Reduce -0.0% 73,140 $18.6M
Mattern Wealth Management LLC 3.72% Reduce -1.3% 73,126 $18.6M
LexAurum Advisors, LLC 2.65% Add +7.9% 73,098 $18.6M
Olde Wealth Management, LLC 5.74% — 69,047 $18.6M
LMG Wealth Partners, LLC 3.46% Add +0.0% 72,999 $18.6M
Ninety One SA (Pty) Ltd 0.84% Add +2448.7% 72,842 $18.6M
Professional Advisory Services Inc. 2.20% Reduce -3.9% 72,769 $18.5M
Alpha Omega Wealth Management LLC 3.07% Reduce -1.9% 72,503 $18.5M
Baldwin Investment Management, LLC 2.11% Add +0.1% 72,486 $18.5M
Frisch Financial Group, Inc. 4.29% Reduce -1.5% 72,445 $18.4M
Alteri Wealth LLC 6.33% Add +1.7% 72,399 $18.4M
Aprio Wealth Management, LLC 1.83% Add +10.1% 72,308 $18.4M
Hamel Associates, Inc. 5.66% Reduce -2.7% 72,277 $18.4M
DRW Securities, LLC 0.94% Reduce -56.5% 72,184 $18.4M
Deroy & Devereaux Private Investment Counsel Inc. 0.92% Reduce -1.1% 72,051 $18.3M
Arrow Financial Corp 1.87% Add +0.2% 71,982 $18.3M
VeraBank, N.A. 3.42% Add +0.3% 71,922 $18.3M
Sweeney & Michel, LLC 6.15% Add +5.9% 74,643 $18.3M
WBH Advisory Inc. 1.40% Reduce -0.3% 71,858 $18.3M
Empirical Asset Management, LLC 5.08% Add +21.0% 93,681 $18.3M
American Trust 1.54% Add +0.8% 71,735 $18.3M
Pasadena Private Wealth, LLC 2.64% Add +2.7% 71,718 $18.3M
Centric Wealth Management 4.06% Add +1.7% 67,498 $18.2M
Strategic Financial Services, Inc. 0.91% Reduce -0.7% 71,604 $18.2M
Next Century Growth Investors LLC 1.33% Add +16.0% 71,578 $18.2M
RFP Financial Group LLC 7.42% Add +0.4% 71,599 $18.2M
Capital Counsel LLC 0.70% Reduce -0.5% 71,492 $18.2M
Clear Creek Financial Management, LLC 1.58% Add +4.5% 71,461 $18.2M
SPC Financial, Inc. 1.42% Add +0.6% 71,416 $18.2M
Burford Brothers, Inc. 7.77% Reduce -1.0% 71,400 $18.2M
First National Bank of Mount Dora, Trust Investment Services 4.02% Add +4.9% 71,397 $18.2M
Weiss Asset Management LP 0.32% New 71,385 $18.2M
Financial Advocates Investment Management 10.22% Reduce -67.9% 71,372 $18.2M
Union Heritage Capital, LLC 5.88% Reduce -14.4% 71,238 $18.1M
Bank of New Hampshire 4.18% Reduce -3.6% 71,202 $18.1M
Renaissance Investment Group LLC 3.67% Add +2.7% 71,117 $18.1M
Kercheville Advisors, LLC 5.47% Reduce -0.9% 71,036 $18.1M
Fortis Capital Advisors, LLC 2.87% Reduce -1.6% 71,034 $18.1M
Heritage Wealth Management, Inc. 5.30% Reduce -2.1% 70,963 $18.1M
Settian Capital LP 12.27% No change 70,900 $18.1M
TOWER TRUST & INVESTMENT Co 12.14% Reduce -1.9% 70,835 $18.0M
Fortis Capital Management LLC 2.54% Add +6.3% 70,727 $18.0M
Baron Silver Stevens Financial Advisors, LLC 2.63% Add +8.5% 70,690 $18.0M
Udine Wealth Management, Inc. 8.63% Add +2.1% 70,651 $18.0M
Hexagon Capital Partners LLC 3.60% Add +11.8% 70,577 $18.0M
Kennedy Investment Group, Inc. 7.14% Reduce -1.7% 70,509 $18.0M
Fortitude Family Office, LLC 4.83% Add +1.2% 70,166 $17.9M
Round Rock Advisors LLC 2.83% Reduce -16.2% 70,116 $17.9M
Hohimer Wealth Management, LLC 2.52% Add +127.7% 70,061 $17.8M
Lathrop Investment Management Co. 3.29% Reduce -0.1% 69,984 $17.8M
Harmony Asset Management LLC 6.13% Add +0.4% 69,954 $17.8M
West Family Investments, Inc. 3.98% Add +1.7% 69,921 $17.8M
Ironvine Capital Partners, LLC 1.77% Reduce -0.2% 69,918 $17.8M
Salomon & Ludwin, LLC 1.60% Add +11.3% 68,983 $17.8M
Borer Denton & Associates, Inc. 5.88% Add +0.8% 69,886 $17.8M
Kesler, Norman & Wride, LLC 3.49% Reduce -2.2% 71,041 $17.8M
Laffer Tengler Investments, Inc. 3.34% Reduce -16.9% 69,767 $17.8M
Balboa Wealth Partners 3.07% Reduce -0.1% 69,743 $17.8M
Capital Management Associates, Inc 4.80% Add +1.3% 69,703 $17.7M
Trust Investment Advisors 9.97% Reduce -0.1% 69,633 $17.7M
Lipe & Dalton 8.75% Reduce -0.9% 69,393 $17.7M
Potentia Wealth 6.74% Add +18.9% 69,386 $17.7M
Titleist Asset Management, LLC 1.55% Reduce -0.8% 69,323 $17.7M
Bank of Nova Scotia Trust Co. 1.64% Reduce -0.4% 69,271 $17.6M
Consilium Wealth Advisory, LLC 6.80% Reduce -2.2% 69,249 $17.6M
L2 Asset Management, LLC 2.55% Reduce -0.9% 69,089 $17.6M
Dumont & Blake Investment Advisors LLC 4.27% Reduce -1.1% 69,070 $17.6M
HHM Wealth Advisors, LLC 2.03% Reduce -0.6% 69,068 $17.6M
Wellspring Financial Advisors, LLC 1.61% Reduce -1.4% 69,030 $17.6M
Coppell Advisory Solutions LLC 1.86% Add +49.2% 69,052 $17.6M
Ellevest, Inc. 2.51% Add +1.3% 68,994 $17.6M
Heartland Bank & Trust Co 7.25% Add +17.0% 68,922 $17.5M
IFG Advisors, LLC 2.86% Add +0.1% 68,793 $17.5M
Ethos Financial Group, LLC 1.38% Reduce -1.0% 68,749 $17.5M
Texas Bank & Trust Co 6.62% Reduce -3.7% 68,746 $17.5M
Intrua Financial, LLC 2.05% Add +12.3% 68,718 $17.5M
S.E.E.D. Planning Group LLC 5.10% Reduce -3.0% 68,703 $17.5M
First Dallas Securities Inc. 6.55% Reduce -1.5% 68,667 $17.5M
Financial Management Network Inc. 2.88% Add +3.1% 68,100 $17.5M
Birch Capital Management, LLC 8.91% Reduce -0.7% 68,552 $17.5M
Stevens Capital Management LP 2.31% Reduce -18.8% 68,527 $17.4M
Mosaic Family Wealth Partners, LLC 2.04% Reduce -2.3% 68,579 $17.4M
WESPAC Advisors SoCal, LLC 3.54% Reduce -2.5% 68,424 $17.4M
Kestra Investment Management, LLC 0.47% Add +3.3% 68,407 $17.4M
Summit Financial Strategies, Inc. 1.49% Reduce -1.6% 68,376 $17.4M
QVR LLC 21.07% Add +617.6% 68,350 $17.4M
Finer Wealth Management, Inc. 8.65% Add +1.1% 68,202 $17.4M
Adirondack Trust Co. 5.82% Add +0.6% 68,162 $17.4M
Arkfeld Wealth Strategies, L.L.C. 6.33% Add +0.0% 67,227 $17.3M
Austin Private Wealth, LLC 1.33% Reduce -10.2% 68,001 $17.3M
Calton & Associates, Inc. 2.59% Add +0.3% 67,714 $17.2M
Tenere Capital LLC 4.07% Add +4.5% 67,700 $17.2M
Diligent Investors, LLC 4.36% Reduce -17.0% 67,677 $17.2M
Foster Victor Wealth Advisors, LLC 1.07% Add +3.3% 66,647 $17.2M
Bryant Woods Investment Advisors, LLC 6.70% Add +0.3% 67,297 $17.1M
Blueprint Investment Partners LLC 2.41% Add +130.1% 67,286 $17.1M
Doheny Asset Management 10.87% Reduce -0.1% 67,287 $17.1M
Patten Group, Inc. 3.33% Reduce -3.1% 67,278 $17.1M
Bollard Group LLC 0.42% Add +2.0% 67,221 $17.1M
Aspen Grove Capital, LLC 2.88% Reduce -8.9% 67,191 $17.1M
Roberts Glore & Co. Inc. 4.68% Reduce -2.2% 67,191 $17.1M
Charter Research & Investment Group, Inc. 11.81% Reduce -1.4% 66,934 $17.0M
National Philanthropic Trust 0.19% Add +8.6% 66,926 $17.0M
Councilmark Asset Management, LLC 9.76% Reduce -0.6% 66,846 $17.0M
Glassy Mountain Advisors, Inc. 5.11% Reduce -0.4% 66,624 $17.0M
KRS Capital Management, LLC 10.24% Add +1.9% 66,592 $17.0M
Cerro Pacific Wealth Advisors LLC 4.64% Reduce -6.1% 66,571 $17.0M
Arlington Trust Co LLC 3.05% Reduce -0.8% 66,551 $16.9M
Nicolet Bankshares Inc. 2.72% Reduce -0.8% 66,541 $16.9M
Dover Advisors, LLC 6.75% Reduce -1.4% 66,525 $16.9M
Financial Advisors Network, Inc. 2.40% Add +1.1% 66,518 $16.9M
Capital Investment Counsel, LLC 2.49% Add +1.6% 66,484 $16.9M
Overbrook Management Corp 3.04% Reduce -2.0% 66,474 $16.9M
Hudson Value Partners, LLC 5.31% Reduce -1.5% 66,389 $16.9M
Twin Peaks Wealth Advisors, LLC 5.77% Add +6.4% 66,353 $16.9M
Solstein Capital, LLC 7.73% Reduce -0.7% 66,327 $16.9M
Trust Co. of Oklahoma 4.99% Reduce -0.2% 66,178 $16.9M
Global Assets Advisory, LLC 5.00% Add +4.5% 66,066 $16.8M
Greenfield Savings Bank 7.09% Reduce -0.5% 66,015 $16.8M
Graybill Wealth Management, LTD. 5.17% Reduce -2.0% 66,003 $16.8M
Trivest Advisors Ltd 0.54% New 66,000 $16.8M
Mission Creek Capital Partners, Inc. 3.31% Add +1.5% 83,745 $16.7M
Spring Capital Management, LLC 8.18% Add +0.5% 65,634 $16.7M
Gateway Wealth Partners, LLC 2.24% Add +77.5% 65,268 $16.6M
Monarch Capital Management Inc. 4.06% Reduce -2.8% 65,067 $16.6M
WNY Asset Management, LLC 1.59% Add +12.0% 65,026 $16.6M
CWS Financial Advisors, LLC 4.59% Reduce -0.6% 64,993 $16.5M
Kaizen Financial Strategies 7.49% Reduce -0.8% 61,327 $16.5M
111 Capital 3.14% Reduce -25.8% 64,971 $16.5M
Bangor Savings Bank 1.38% Reduce -0.4% 64,871 $16.5M
Concord Wealth Partners 2.27% Reduce -6.0% 64,688 $16.5M
Core Wealth Partners LLC 7.56% Add +0.3% 64,657 $16.5M
Wells Trecaso Financial Group, LLC 7.82% Reduce -43.5% 64,634 $16.5M
Hartford Financial Management Inc. 4.35% Add +4.2% 64,496 $16.4M
DGS Capital Management, LLC 2.99% Add +8.3% 64,370 $16.4M
Pandora Wealth, Inc. 9.92% Reduce -0.1% 64,353 $16.4M
Belvedere Trading LLC 1.31% Add +144.4% 64,294 $16.4M
Silverleafe Capital Partners, LLC 5.04% Add +1.0% 64,130 $16.3M
General Partner, Inc. 8.98% Reduce -8.1% 64,080 $16.3M
Bay Rivers Group 6.86% Reduce -0.3% 64,009 $16.3M
Financial Perspectives, Inc 4.52% Reduce -1.6% 63,968 $16.3M
IRON Financial LLC 7.80% Reduce -1.4% 63,938 $16.3M
Wealth Dimensions Group, Ltd. 3.35% Reduce -2.1% 63,929 $16.3M
Novem Group 1.94% Reduce -6.0% 63,775 $16.2M
Consolidated Investment Group LLC 1.99% No change 63,762 $16.2M
LBMC Investment Advisors, LLC 1.03% Reduce -0.9% 63,716 $16.2M
Obsidian Cio, LLC 2.13% Add +0.5% 63,696 $16.2M
Pictet North America Advisors SA 1.52% Add +7.7% 63,687 $16.2M
Compass Capital Management, Inc. 0.86% Reduce -9.3% 63,648 $16.2M
Compton Wealth Advisory Group, LLC 3.75% Reduce -0.8% 63,621 $16.2M
Harrington Investments, INC 8.05% Reduce -0.5% 63,315 $16.1M
Atmos Capital Gestao DE Recursos Ltda. 2.28% New 63,293 $16.1M
Generali Investments CEE, investicni spolecnost, a.s. 1.23% Reduce -8.1% 63,268 $16.1M
Nvwm, LLC 3.62% Add +0.9% 63,149 $16.1M
Aviso Financial Inc. 0.65% Add +17.0% 63,125 $16.1M
Roman Butler Fullerton & Co. 4.32% Reduce -0.4% 59,572 $16.1M
Olistico Wealth, LLC 8.49% Add +7.4% 63,079 $16.1M
Shulman DeMeo Asset Management LLC 3.69% Reduce -0.3% 63,062 $16.1M
Two Point Capital Management, Inc. 6.45% Reduce -1.9% 63,032 $16.0M
DLK Investment Management, LLC 6.05% Reduce -7.3% 63,020 $16.0M
Midland Wealth Advisors, LLC 0.86% Reduce -2.4% 62,869 $16.0M
Trivant Custom Portfolio Group, LLC 8.23% Reduce -0.3% 62,854 $16.0M
Antonelli Financial Advisors, LLC 10.86% Reduce -2.0% 62,786 $16.0M
Wealth Management Associates, Inc. 5.67% Reduce -2.9% 62,697 $16.0M
Muhlenkamp & Co. Inc. 4.34% Add +0.1% 62,673 $16.0M
Hazlett, Burt & Watson, Inc. 5.63% Add +6.6% 62,593 $15.9M
Secure Asset Management, LLC 2.63% Add +4.3% 62,425 $15.9M
Curbstone Financial Management Corp 3.07% Reduce -0.7% 62,623 $15.9M
Bell & Brown Wealth Advisors, LLC 5.22% Add +0.4% 62,611 $15.9M
Georgetown University 5.32% Add +0.1% 62,491 $15.9M
Burke & Herbert Bank & Trust Co. 3.42% Reduce -1.4% 62,488 $15.9M
Highline Wealth Partners LLC 4.28% Add +0.0% 62,440 $15.9M
Manhattan West Asset Management, LLC 3.36% Add +0.6% 62,414 $15.9M
Hendley & Co. Inc. 5.26% Reduce -1.3% 62,330 $15.9M
DCM Advisors, LLC 6.69% Reduce -4.1% 62,664 $15.9M
Excalibur Management Corp. 5.76% Reduce -1.8% 62,268 $15.9M
Tounjian Advisory Partners, LLC 5.30% Reduce -45.3% 62,192 $15.8M
SJS Investment Consulting Inc. 2.17% Add +11.2% 62,180 $15.8M
Silverlake Wealth Management LLC 3.88% Add +5.3% 62,130 $15.8M
BOK Financial Private Wealth, Inc. 1.00% Reduce -6.5% 62,109 $15.8M
LaSalle St. Investment Advisors, LLC 2.83% Add +3.8% 62,101 $15.8M
DJE Kapital AG 0.38% No change 78,486 $15.8M
Mycio Wealth Partners, LLC 3.65% Reduce -0.2% 61,887 $15.8M
Hedeker Wealth, LLC 3.27% Add +0.5% 61,840 $15.7M
CFS Investment Advisory Services, LLC 1.17% Add +2.6% 59,889 $15.7M
Thames Capital Management LLC 2.28% No change 61,806 $15.7M
Alpine Woods Capital Investors, LLC 3.66% Add +7.1% 61,772 $15.7M
Empire Financial Management Company, LLC 3.60% Add +45.3% 61,701 $15.7M
Matthew 25 Management Corp 4.82% No change 61,500 $15.7M
Accretive Wealth Partners, LLC 4.78% Reduce -0.8% 61,492 $15.7M
First National Corp. /Ma/ 2.97% Reduce -1.4% 61,283 $15.7M
Bell Bank 0.68% Reduce -12.0% 61,461 $15.6M
FF Advisors,LLC 7.47% Reduce -0.1% 61,371 $15.6M
Columbia Bank 4.37% Reduce -0.5% 62,639 $15.6M
Tiemann Investment Advisors, LLC 5.97% Add +0.1% 61,252 $15.6M
Kensington Investment Counsel, LLC 6.35% Add +2.7% 61,250 $15.6M
Wescott Financial Advisory Group, LLC 1.40% Add +8.6% 61,196 $15.6M
United American Securities Inc. (d/b/a UAS Asset Management) 3.30% Reduce -0.2% 61,181 $15.6M
Bank Ozk 5.50% Add +0.8% 61,105 $15.6M
Leeward Financial Partners, LLC 4.42% Add +1.4% 61,071 $15.6M
Wright Investors Service Inc. 4.50% Reduce -7.2% 61,059 $15.5M
Sandy Cove Advisors, LLC 4.97% Add +0.7% 61,052 $15.5M
TCFG Wealth Management, LLC 6.12% Reduce -2.9% 60,976 $15.5M
Alpha Family Trust 7.26% Add +5.6% 60,770 $15.5M
Willow Creek Wealth Management Inc. 1.27% Add +0.1% 60,737 $15.5M
O'Brien Wealth Partners LLC 2.09% Reduce -0.1% 60,722 $15.5M
Mount Vernon Associates Inc. 10.79% Reduce -1.4% 60,689 $15.5M
49 Wealth Management, LLC 1.46% Add +15.7% 298,920 $15.4M
Indiana Trust & Investment Management Co 4.70% Add +3.3% 60,627 $15.4M
Soundwatch Capital LLC 2.47% Reduce -95.4% 60,590 $15.4M
Walkner Condon Financial Advisors LLC 2.44% Add +2.0% 60,586 $15.4M
Planning Alternatives Ltd. 1.97% Add +11.8% 60,363 $15.4M
Northwest Bancshares, Inc. 2.55% Reduce -0.6% 60,269 $15.3M
Palumbo Wealth Management LLC 4.90% Add +14.5% 65,027 $15.3M
Delta Investment Management, LLC 2.75% Add +0.3% 60,238 $15.3M
Quad-Cities Investment Group, LLC 6.53% Reduce -2.6% 60,197 $15.3M
Fortis Group Advisors, LLC 2.64% Add +3.6% 56,901 $15.3M
Argentarii, LLC 6.11% Reduce -0.5% 60,158 $15.3M
Koa Wealth Management, LLC 11.35% Reduce -2.7% 60,105 $15.3M
MSA Advisors, LLC 3.82% Reduce -42.8% 60,024 $15.3M
Advocacy Wealth Management, LLC 0.66% Add +5970.0% 59,911 $15.3M
Pacifica Partners Inc. 5.45% Add +1.0% 59,675 $15.2M
Harbour Capital Advisors, LLC 3.12% Reduce -3.5% 59,398 $15.2M
LJI Wealth Management, LLC 2.66% Reduce -5.2% 59,816 $15.2M
Kelleher Financial Advisors 3.83% Reduce -3.0% 59,809 $15.2M
Brick & Kyle, Associates 5.64% Reduce -0.5% 59,787 $15.2M
Plante Moran Financial Advisors, LLC 0.96% Reduce -3.3% 59,782 $15.2M
Masso Torrence Wealth Management Inc. 6.33% Reduce -0.3% 59,772 $15.2M
Capital Advisors Wealth Management, LLC 2.17% Reduce -1.7% 59,725 $15.2M
Blodgett Wealth Advisors, LLC 10.47% Reduce -1.0% 59,710 $15.2M
City State Bank 4.39% Add +1.8% 59,683 $15.2M
Souders Financial Advisors 1.81% Add +3.0% 59,656 $15.2M
Wolverine Trading, LLC 0.31% New 59,673 $15.2M
Investor's Fiduciary Advisor Network, LLC 5.14% Reduce -0.6% 59,603 $15.2M
Hall Laurie J Trustee 4.96% Reduce -0.4% 59,594 $15.2M
Vicus Capital 1.16% Add +6.6% 59,542 $15.2M
Ardent Capital Management, Inc. 6.41% Reduce -0.1% 59,403 $15.1M
Armstrong Henry H Associates Inc. 1.37% Reduce -3.2% 59,336 $15.1M
Elite Wealth Management, Inc. 3.90% Reduce -56.5% 59,170 $15.1M
PKS Advisory Services, LLC 3.50% Reduce -99.9% 59,155 $15.1M
Tsfg, LLC 2.39% Reduce -1.2% 59,154 $15.1M
Baugh & Associates, LLC 7.48% Reduce -2.8% 64,713 $15.1M
Newman Dignan & Sheerar, Inc. 3.25% Reduce -2.9% 59,087 $15.0M
Chronos Wealth Management, LLC 7.37% Reduce -1.2% 59,078 $15.0M
Orca Wealth Management, LLC 11.39% Add +2.1% 59,066 $15.0M
Wimmer Associates 1, LLC 7.23% Add +3.8% 59,054 $15.0M
Seamount Financial Group Inc. 7.10% Reduce -10.6% 59,019 $15.0M
Goldstream Capital Management Ltd 5.30% Add +35.3% 58,991 $15.0M
Waddell & Associates, LLC 1.28% Add +13.1% 58,951 $15.0M
IFC Advisors LLC 2.75% Add +0.2% 58,949 $15.0M
Roof Eidam Maycock Peralta, LLC 3.65% Reduce -0.6% 58,900 $15.0M
High Falls Advisors, Inc 3.09% Add +1.5% 58,842 $15.0M
Seven Mile Advisory 2.46% Add +41.5% 58,831 $15.0M
Financial Enhancement Group LLC 2.01% Add +8.0% 57,972 $15.0M
Marshall Financial Group, LLC 2.91% Reduce -0.3% 58,734 $15.0M
Samlyn Capital, LLC 0.21% New 58,685 $14.9M
JT Stratford LLC 2.01% Add +8.7% 58,666 $14.9M
IVC Wealth Advisors LLC 6.67% Reduce -2.0% 58,643 $14.9M
Stolper Co 4.52% Reduce -0.5% 58,528 $14.9M
CapitalatWork S.A. 0.43% Reduce -3.8% 58,516 $14.9M
Proficio Capital Partners LLC 1.02% Reduce -54.0% 58,366 $14.9M
Dudley Capital Management, LLC 6.70% Reduce -1.6% 58,340 $14.9M
NWK Group, Inc. 5.05% Reduce -0.3% 58,315 $14.8M
Lafayette Investments, Inc. 2.84% Reduce -0.1% 58,295 $14.8M
Abacus Planning Group, Inc. 2.05% Reduce -0.5% 58,261 $14.8M
Asio Capital, LLC 2.22% Add +1.2% 58,204 $14.8M
Boston Research & Management Inc. 3.26% Add +1.2% 58,139 $14.8M
Childress Capital Advisors, LLC 2.70% Add +7.0% 58,119 $14.8M
M. Kulyk & Associates, LLC 3.01% Reduce -1.4% 58,104 $14.8M
KG Capital Management 4.06% Reduce -16.0% 58,342 $14.8M
Freedom Financial Partners LLC 5.63% Reduce -2.5% 58,025 $14.8M
Mechanics Financial Corp 5.59% Reduce -0.7% 57,993 $14.8M
Oak Hill Wealth Advisors, LLC 2.77% Add +0.3% 57,992 $14.8M
Concord Asset Management, LLC 2.68% Reduce -15.8% 57,935 $14.8M
Citizens & Northern Corp. 3.65% Reduce -0.5% 57,868 $14.7M
DeDora Capital, Inc. 3.56% Reduce -1.1% 57,867 $14.7M
Capital International Ltd. 0.53% Add +0.4% 57,829 $14.7M
Evermay Wealth Management LLC 1.68% Reduce -2.1% 57,827 $14.7M
State of Wyoming 1.68% Add +7.8% 57,780 $14.7M
Gables Capital Management Inc. 6.30% Reduce -0.6% 57,775 $14.7M
Glen Eagle Advisors, LLC 2.04% Reduce -1.9% 57,763 $14.7M
Capital Insight Partners, LLC 2.43% Reduce -5.7% 57,741 $14.7M
Sovereign Financial Group, Inc. 2.75% Reduce -0.5% 57,612 $14.7M
Thrive Wealth Management, LLC 2.21% Add +1.8% 57,585 $14.7M
Channel Wealth LLC 3.92% Add +0.7% 57,558 $14.7M
Cordgrass Capital Advisors, LLC 3.60% Add +0.5% 57,273 $14.6M
Lincoln Capital LLC 2.73% Add +0.1% 56,520 $14.6M
Lewis Asset Management, LLC 5.97% Add +9.4% 57,075 $14.5M
Timber Creek Capital Management LLC 3.51% Reduce -0.6% 57,035 $14.5M
Millstone Evans Group, LLC 9.21% Reduce -0.1% 56,963 $14.5M
All Terrain Financial Advisors, LLC 4.67% Reduce -5.5% 56,908 $14.5M
Atlas Legacy Advisors, LLC 2.80% Add +37.7% 56,891 $14.5M
W1M Asset Management Ltd 1.03% Reduce -7.1% 56,879 $14.5M
Wills Financial Group LLC 5.94% Reduce -0.9% 56,855 $14.5M
Paragon Private Wealth Management, LLC 4.74% Add +22.1% 56,820 $14.5M
Connable Office Inc. 1.34% Add +15.0% 56,759 $14.5M
Strategy Asset Managers LLC 2.60% Reduce -0.8% 56,750 $14.5M
First Community Trust NA 11.18% Reduce -2.5% 56,735 $14.4M
First Heartland Consultants, Inc. 1.16% Reduce -1.4% 56,692 $14.4M
Drive Wealth Management, LLC 3.06% Reduce -16.1% 56,678 $14.4M
Old Second National Bank of Aurora 2.97% Add +0.3% 56,675 $14.4M
Gemmer Asset Management LLC 1.16% Add +0.9% 56,654 $14.4M
Woodley Farra Manion Portfolio Management Inc. 0.68% Reduce -1.8% 56,627 $14.4M
Alkeon Capital Management LLC 0.07% No change 56,627 $14.4M
Consolidated Capital Management, LLC 5.10% Reduce -0.1% 56,599 $14.4M
Bridge Creek Capital Management LLC 4.01% Reduce -3.6% 56,583 $14.4M
Bradley & Co. Private Wealth Management, LLC 7.97% Add +0.3% 56,564 $14.4M
Victory Financial Group, LLC 1.98% Add +16.7% 56,558 $14.4M
Manchester Financial Inc. 2.88% Reduce -4.2% 56,506 $14.4M
First Business Financial Services, Inc. 1.32% Reduce -5.3% 56,477 $14.4M
Fourth Dimension Wealth, LLC 5.48% Add +1.8% 56,447 $14.4M
LongView Wealth Management 3.89% Reduce -2.2% 56,436 $14.4M
WFA of San Diego, LLC 9.83% Reduce -1.2% 56,420 $14.4M
Park State Asset Management 9.83% Reduce -2.5% 56,267 $14.3M
Davidson Trust Co. 5.91% Reduce -5.0% 56,200 $14.3M
Virtu Financial LLC 0.80% Reduce -60.2% 56,095 $14.3M
Cladis Investment Advisory, LLC 8.17% No change 56,049 $14.3M
Redhawk Wealth Advisors, Inc. 1.66% Reduce -0.8% 56,039 $14.3M
Quantum Portfolio Management LLC 4.24% Add +12.5% 56,008 $14.3M
Bright Rock Capital Management, LLC 2.79% No change 56,000 $14.3M
Prosperity Financial Group, Inc. 5.23% Add +1.8% 55,987 $14.3M
Old North State Trust, LLC 8.67% Add +0.6% 55,925 $14.2M
Hodges Capital Management Inc. 1.22% Reduce -1.3% 55,889 $14.2M
Sterling Investment Counsel, LLC 4.56% Add +20.2% 55,887 $14.2M
Abbot Financial Management, Inc. 6.08% Reduce -1.9% 55,866 $14.2M
Duncan Williams Asset Management, LLC 4.00% Add +0.2% 55,782 $14.2M
CVA Family Office, LLC 1.83% Add +0.6% 55,751 $14.2M
McGinn Penninger Investment Management, Inc. 8.32% Reduce -0.7% 55,725 $14.2M
Castle Rock Wealth Management, LLC 3.13% Reduce -4.1% 54,941 $14.1M
Vanguard Capital Wealth Advisors 11.31% Add +1.1% 55,420 $14.1M
Lummis Asset Management, LP 9.27% Add +18.7% 55,408 $14.1M
FCG Investment Co 6.60% Add +0.6% 55,382 $14.1M
Syntegra Private Wealth Group, LLC 1.33% Add +1.9% 55,368 $14.1M
Triad Wealth Partners, LLC 1.82% Add +82.6% 55,344 $14.1M
McIlrath & Eck, LLC 1.45% Add +2.0% 55,290 $14.1M
W1M Investment Management Ltd 0.18% Reduce -87.6% 55,227 $14.1M
FUKOKU MUTUAL LIFE INSURANCE Co 0.87% Reduce -4.7% 55,152 $14.0M
Lincoln Capital Corp. 5.05% Reduce -0.3% 55,058 $14.0M
Slagle Financial, LLC 5.14% Add +2.3% 55,054 $14.0M
O'Brien Greene & Co. Inc 4.31% Reduce -3.8% 55,033 $14.0M
Morton Capital Management LLC 2.30% Reduce -9.5% 55,004 $14.0M
NovaPoint Capital, LLC 3.42% Add +3.9% 54,965 $14.0M
Sculati Wealth Management, LLC 4.93% Reduce -0.8% 54,867 $14.0M
Somerset Trust Co 4.31% Add +0.1% 54,866 $14.0M
Kenora Financial, LLC 4.72% Add +0.5% 54,847 $14.0M
Revisor Wealth Management LLC 4.82% Add +2.0% 54,940 $14.0M
Bellevue Asset Management, LLC 6.42% Reduce -2.3% 54,807 $14.0M
Parisi Gray Wealth Management 3.63% Reduce -0.9% 54,801 $14.0M
Miramar Capital, LLC 3.09% Add +0.2% 54,764 $13.9M
Rock Point Advisors, LLC 3.69% Reduce -1.4% 54,711 $13.9M
EPG Wealth Management LLC 3.83% Add +1.9% 54,671 $13.9M
CNB Bank 5.78% Add +1.0% 54,526 $13.9M
Blue Edge Capital, LLC 1.97% Reduce -2.4% 54,520 $13.9M
Tortoise Investment Management, LLC 1.24% Reduce -1.3% 54,487 $13.9M
Cadent Capital Advisors, LLC 3.68% Add +51.5% 54,470 $13.9M
Bonness Enterprises Inc. 4.55% No change 54,440 $13.9M
Avalon Capital Management 3.40% Add +1.6% 54,426 $13.9M
TFR Capital, LLC. 4.62% Add +0.5% 54,388 $13.8M
Capital Advantage, Inc. 2.08% Reduce -1.1% 54,379 $13.8M
VCI Wealth Management LLC 4.20% Add +0.4% 54,340 $13.8M
St. Nicholas Private Asset Management, Inc. 11.99% Reduce -3.5% 54,280 $13.8M
Fourpath Capital Management, LLC 1.96% Reduce -0.1% 54,271 $13.8M
IMS Capital Management 6.38% Reduce -4.3% 54,248 $13.8M
B & T Capital Management DBA Alpha Capital Management 2.19% Add +0.8% 54,202 $13.8M
Alaethes Wealth, LLC 3.91% Reduce -1.4% 54,192 $13.8M
Paces Ferry Wealth Advisors, LLC 5.72% Reduce -0.4% 54,017 $13.8M
Clay Northam Wealth Management, LLC 7.86% Reduce -1.5% 54,014 $13.8M
NewSquare Capital LLC 0.93% Add +0.1% 54,005 $13.8M
Wealth Advisory Solutions, LLC 3.33% Reduce -0.6% 53,932 $13.7M
Bourgeon Capital Management LLC 2.54% Reduce -0.7% 53,914 $13.7M
Sageworth Trust Co 0.64% Add +528.3% 53,912 $13.7M
Cherokee Insurance Co 5.88% No change 53,900 $13.7M
Willis Johnson & Associates, Inc. 0.85% Add +1.9% 53,877 $13.7M
Inspirion Wealth Advisors, LLC 1.92% Add +2.3% 58,872 $13.7M
Alhambra Investment Management LLC 6.51% Reduce -1.6% 53,844 $13.7M
Gardner Lewis Asset Management L P 3.60% Reduce -2.0% 53,831 $13.7M
Painted Porch Advisors LLC 5.22% Add +2.9% 53,797 $13.7M
High Net Worth Advisory Group LLC 3.29% Reduce -6.6% 53,764 $13.7M
Satovsky Asset Management LLC 2.73% Add +0.2% 53,755 $13.7M
Arbor Investment Advisors, LLC 1.74% Add +150.7% 53,712 $13.7M
Promethium Advisors,llc 7.84% Reduce -4.0% 53,702 $13.7M
N.E.W. Advisory Services LLC 1.22% Reduce -1.5% 53,671 $13.7M
First Bank & Trust 2.30% Add +244.2% 53,657 $13.7M
Fermata Advisors, LLC 3.46% Reduce -6.0% 53,570 $13.6M
Evelyn Partners Investment Management Services Ltd 1.83% Reduce -8.0% 53,531 $13.6M
Inspire Trust Co, N.A. 2.48% Add +3.2% 53,505 $13.6M
Canopy Partners, LLC 4.55% Reduce -0.5% 53,463 $13.6M
Torray Investment Partners LLC 1.91% Reduce -3.9% 53,411 $13.6M
Trail Ridge Investment Advisors, LLC 6.10% Add +0.6% 53,394 $13.6M
Ervin Investment Management, LLC 7.78% Reduce -2.0% 53,392 $13.6M
Ballast, Inc. 3.30% Reduce -0.7% 53,261 $13.6M
Scissortail Wealth Management, LLC 2.95% Add +0.8% 53,144 $13.5M
Beacon Capital Management, LLC 1.92% Add +8.2% 53,133 $13.5M
Financial Security Advisor, Inc. 2.88% Reduce -1.1% 53,105 $13.5M
Charles Schwab Trust Co 0.92% Add +67.3% 53,060 $13.5M
West Wealth Group, LLC 3.05% Reduce -2.4% 54,173 $13.5M
Clearwater Capital Advisors, LLC 1.15% Reduce -2.9% 52,991 $13.5M
Strategic Investment Solutions, Inc. 3.57% Add +3.6% 53,080 $13.5M
Abundance Wealth Counselors 2.30% Reduce -9.8% 52,794 $13.4M
Coston, McIsaac & Partners 3.20% Reduce -1.0% 52,752 $13.4M
Princeton Global Asset Management LLC 2.22% Add +0.9% 52,523 $13.4M
DMC Group, LLC 9.25% Add +0.3% 52,502 $13.4M
Eukles Asset Management 5.19% Reduce -0.3% 52,390 $13.3M
Impact Capital Partners LLC 4.01% Reduce -0.7% 52,388 $13.3M
Pekin Hardy Strauss, Inc. 1.35% Reduce -2.9% 52,343 $13.3M
Roehl & Yi Investment Advisors, LLC 5.79% Add +21.9% 243,924 $13.3M
White Pine Capital LLC 3.81% Add +0.0% 52,290 $13.3M
Private Management Group Inc. 0.40% Add +3.4% 52,225 $13.3M
Menlo Advisors LLC 6.30% Reduce -1.6% 52,157 $13.3M
Eagle Capital Management, LLC 5.00% Reduce -0.9% 51,961 $13.2M
Central Valley Advisors, LLC 4.09% Add +6.8% 51,893 $13.2M
Wealth Management Partners, LLC 4.20% Reduce -2.4% 51,878 $13.2M
Garrison Point Advisors, LLC 5.54% Add +0.2% 51,870 $13.2M
Lederer & Associates Investment Counsel 8.57% Reduce -6.6% 51,861 $13.2M
Chemung Canal Trust Co. 2.63% Reduce -2.4% 51,810 $13.2M
626 Financial, LLC 5.81% Reduce -1.1% 51,797 $13.2M
Caldwell Sutter Capital, Inc. 5.63% Add +8.1% 51,780 $13.2M
Buckhead Capital Management LLC 4.79% Reduce -9.1% 51,733 $13.2M
Versant Capital Management, Inc 1.79% Add +2.9% 51,696 $13.2M
TFC Financial Management, Inc. 1.69% Add +8.8% 51,683 $13.2M
Brass Tax Wealth Management, Inc. 2.19% Add +1.2% 51,649 $13.2M
ORBA Wealth Advisors, L.L.C. 10.82% Reduce -3.2% 51,638 $13.1M
WealthBridge Capital Management, LLC 3.08% Reduce -3.5% 51,574 $13.1M
Garrett Wealth Advisory Group, LLC 2.56% Add +6.3% 51,540 $13.1M
St. Johns Investment Management Company, LLC 5.57% Reduce -4.6% 51,448 $13.1M
Marathon Capital Management 3.01% Reduce -3.9% 51,272 $13.1M
Marino, Stram & Associates LLC 2.35% Add +10.7% 51,262 $13.1M
Agate Pass Investment Management, LLC 4.97% Add +4.6% 51,259 $13.1M
Greenline Partners, LLC 1.59% Reduce -1.0% 51,224 $13.0M
Maytus Capital Management, LLC 2.80% New 51,210 $13.0M
Waterfront Wealth Inc. 2.67% Add +0.2% 50,625 $13.0M
Atticus Wealth Management, LLC 3.29% Add +2.1% 51,206 $13.0M
Crowley Wealth Management, Inc. 10.36% Add +4.7% 51,146 $13.0M
Balanced Wealth Group LLC 5.72% Add +0.4% 62,658 $13.0M
Sterling Financial Group, Inc. 4.12% Reduce -3.8% 51,040 $13.0M
JPL Wealth Management, LLC 3.08% Reduce -2.0% 51,039 $13.0M
Pflug Koory, LLC 6.16% Add +1.4% 51,018 $13.0M
Global Financial Private Client, LLC 4.63% Reduce -22.5% 51,000 $13.0M
GPM Growth Investors, Inc. 5.00% Add +1.0% 50,997 $13.0M
Highview Capital Management LLC 4.77% Reduce -1.6% 50,969 $13.0M
Kinsale Capital Group, Inc. 2.37% Add +9.0% 50,960 $13.0M
Balentine LLC 0.48% Add +31.3% 50,843 $12.9M
Eastover Investment Advisors LLC 5.62% Reduce -4.8% 50,747 $12.9M
Xcel Wealth Management, LLC 3.42% Reduce -1.9% 50,739 $12.9M
Riggs Asset Managment Co. Inc. 2.80% Reduce -3.5% 50,676 $12.9M
Purus Wealth Management, LLC 4.12% Reduce -2.1% 50,671 $12.9M
Magnolia Capital Advisors LLC 3.36% Add +8.9% 50,589 $12.9M
Hidden Lake Asset Management LP 5.14% New 50,555 $12.9M
TLW Wealth Management, LLC 7.35% Reduce -6.5% 50,473 $12.9M
Horizon Wealth Management, LLC 1.89% Reduce -2.8% 50,454 $12.8M
Tsai Capital Corp 8.95% Reduce -1.1% 50,382 $12.8M
Elevated Capital Advisors, LLC 3.19% Add +1.4% 50,356 $12.8M
Grace & Mercy Foundation, Inc. 2.73% Reduce -3.8% 50,300 $12.8M
Brown, Lisle/Cummings, Inc. 3.29% Reduce -1.1% 50,276 $12.8M
Prosperitas Financial LLC 5.29% Add +4.7% 50,135 $12.8M
CGN Advisors LLC 1.05% Add +5.6% 50,055 $12.7M
Signature Wealth Management Partners, LLC 6.67% Reduce -0.9% 50,052 $12.7M
Beutel, Goodman & Co Ltd. 0.08% Reduce -9.4% 50,041 $12.7M
Searcy Financial Services Inc. 4.84% Reduce -0.3% 50,000 $12.7M
Lattice Capital Management, LLC 12.21% No change 50,000 $12.7M
Kentucky Farm Bureau Mutual Insurance Co 3.13% No change 50,000 $12.7M
Ally Financial Inc. 1.57% Reduce -60.0% 50,000 $12.7M
Woodward Diversified Capital, LLC 5.93% Reduce -0.6% 49,991 $12.7M
Triton Financial Group Inc 8.53% Reduce -0.1% 49,980 $12.7M
Fortress Private Ledger, LLC 4.63% Reduce -1.5% 49,881 $12.7M
Carnegie Lake Advisors LLC 4.88% Reduce -0.3% 49,776 $12.7M
Acorn Financial Advisory Services Inc. 1.94% Reduce -9.7% 49,769 $12.7M
Montgomery Investment Management Inc. 4.46% Reduce -0.5% 49,750 $12.7M
Oak Grove Capital LLC 2.74% Reduce -31.4% 49,725 $12.7M
Allied Investment Advisors, LLC 2.01% Reduce -1.8% 49,590 $12.6M
Carmel Capital Management L.L.C. 3.83% Add +0.1% 49,542 $12.6M
Evolution Wealth Advisors, LLC 1.69% Reduce -1.3% 49,524 $12.6M
Steinberganna Wealth Management 5.92% — 49,435 $12.6M
Bienville Capital Management, LLC 2.39% Reduce -0.3% 49,315 $12.6M
Maryland Capital Advisors Inc. 4.49% Reduce -31.5% 49,281 $12.5M
Advanced Asset Management Advisors Inc 3.35% Reduce -0.1% 49,252 $12.5M
Sandhill Capital Partners LLC 0.88% Add +1.4% 49,245 $12.5M
Wealthquest Corp 1.00% Add +3.4% 49,242 $12.5M
SYM FINANCIAL Corp 1.34% Reduce -8.4% 49,201 $12.5M
Polymer Capital Management (HK) LTD 1.74% Add +1721.8% 49,188 $12.5M
Purkiss Capital Advisors LLC 5.99% Add +4.9% 49,132 $12.5M
BWM Planning, LLC 3.72% Add +0.9% 49,092 $12.5M
Providence Wealth Advisors, LLC 7.88% Reduce -1.5% 46,449 $12.5M
Richard P Slaughter Associates Inc 2.69% Reduce -21.3% 48,983 $12.5M
One Wealth Management Investment & Advisory Services, LLC 14.48% Add +1.3% 48,957 $12.5M
Lebenthal Global Advisors, LLC 2.18% Add +7.1% 48,946 $12.5M
Delta Asset Management LLC 1.06% Reduce -0.3% 48,915 $12.5M
HBW Advisory Services LLC 1.40% Add +2.0% 48,878 $12.4M
Navellier & Associates Inc. 1.26% Add +6.1% 48,871 $12.4M
Port Capital LLC 0.52% Reduce -0.9% 48,852 $12.4M
Fairfield Financial Advisors, LTD 4.19% Reduce -7.6% 48,807 $12.4M
SOL Capital Management CO 1.11% Reduce -0.3% 48,803 $12.4M
PGIM Custom Harvest LLC 0.19% Reduce -60.1% 48,771 $12.4M
Fort Point Capital Partners LLC 1.58% Reduce -43.4% 48,769 $12.4M
First Command Advisory Services, Inc. 0.09% Add +18.4% 48,664 $12.4M
Fairvoy Private Wealth, LLC 2.82% Add +2.1% 48,648 $12.4M
Owen LaRue, LLC 4.87% Reduce -7.3% 48,622 $12.4M
Impact Partnership Wealth, LLC 1.84% Add +2.9% 48,605 $12.4M
Hanson & Doremus Investment Management 1.56% Reduce -5.2% 48,585 $12.4M
Crane Advisory, LLC 1.94% Reduce -38.8% 48,614 $12.4M
Amplius Wealth Advisors, LLC 1.07% Reduce -23.0% 48,491 $12.3M
Nordwand Advisors, LLC 1.96% Add +9.5% 48,443 $12.3M
Wealth Alliance Advisory Group, LLC 2.22% Reduce -3.2% 48,410 $12.3M
Yoder Wealth Management, Inc. 5.82% Add +0.1% 48,345 $12.3M
MTM Investment Management, LLC 3.91% Reduce -0.8% 48,329 $12.3M
Financial Insights, Inc. 4.07% Reduce -1.1% 48,277 $12.3M
BankPlus Trust Department 3.29% Reduce -1.8% 48,269 $12.3M
Investment Advisory Services Inc. /TX 3.86% Reduce -1.4% 48,126 $12.3M
Carl P. Sherr & Co., LLC 5.78% Reduce -0.2% 47,922 $12.2M
LeClair Wealth Partners LLC 7.58% Add +1.4% 47,809 $12.2M
V. M. Manning & Co., Inc. 11.08% New 52,347 $12.2M
Pacific Sun Financial Corp 5.87% Add +0.3% 47,723 $12.2M
Osterweis Capital Management Inc. 0.72% Reduce -4.3% 47,701 $12.1M
Harbor Advisory Corp. 3.59% Reduce -2.5% 47,685 $12.1M
jvl associates llc 4.02% Reduce -4.8% 47,664 $12.1M
Pettinga Financial Advisors LLC 2.36% Add +1.0% 47,627 $12.1M
Financial Council, LLC 5.38% Add +0.3% 47,622 $12.1M
Thomas Story & Son LLC 4.45% Reduce -0.1% 47,559 $12.1M
Corus Family Wealth Advisors 8.90% Reduce -36.4% 47,538 $12.1M
Jupiter Wealth Management LLC 5.72% Add +1.2% 47,538 $12.1M
RDA Financial Network 2.99% Add +0.7% 47,520 $12.1M
Sheets Smith Wealth Management 1.37% Reduce -3.3% 47,402 $12.1M
Lynch & Associates 2.33% Add +0.7% 47,331 $12.1M
Vista Investment Partners LLC 3.36% Reduce -0.5% 47,310 $12.0M
Eclectic Associates Inc. 2.21% Reduce -5.0% 47,288 $12.0M
Westwood Wealth Management 4.42% Reduce -59.5% 47,284 $12.0M
Peninsula Asset Management Inc. 6.18% Reduce -1.5% 47,236 $12.0M
Kohmann Bosshard Financial Services, LLC 1.24% Add +17.1% 47,229 $12.0M
Laraway Financial Advisors Inc 8.20% Reduce -0.3% 47,198 $12.0M
Broadwater Capital Management LLC 8.79% Reduce -99.5% 47,194 $12.0M
Dagco, Inc. 3.02% Reduce -0.2% 47,186 $12.0M
Family Capital Trust Co 4.02% Add +1.0% 47,154 $12.0M
Cherry Creek Investment Advisors, Inc. 5.19% Reduce -0.1% 47,093 $12.0M
United Bank 4.17% Add +3.0% 47,087 $12.0M
Vista Capital Partners, Inc. 1.22% Add +2.4% 47,019 $12.0M
Peregrine Asset Advisers, Inc. 3.59% Add +87.0% 46,995 $12.0M
Smallwood Wealth Investment Management, LLC 6.15% Add +0.4% 46,992 $12.0M
Colonial River Investments, LLC 4.41% Reduce -4.5% 46,963 $12.0M
McDonald Partners LLC 3.57% Reduce -31.3% 46,935 $12.0M
SGL Investment Advisors, Inc. 5.03% Add +4.0% 44,417 $12.0M
Ellsworth Advisors, LLC 2.55% Add +31.9% 47,867 $11.9M
Chesapeake Wealth Management 3.64% Reduce -0.8% 46,854 $11.9M
BKM Wealth Management, LLC 4.40% Reduce -6.9% 46,853 $11.9M
Eaton Financial Holdings Company, LLC 3.36% Reduce -15.3% 46,842 $11.9M
Key Client Fiduciary Advisors, LLC 4.02% Reduce -5.3% 46,839 $11.9M
Sage Rhino Capital LLC 2.30% Reduce -0.7% 46,773 $11.9M
Trinity Legacy Partners, LLC 2.74% Add +1.4% 44,018 $11.9M
Pacific Wealth Strategies Group, Inc. 7.32% Add +5.7% 46,725 $11.9M
Mark Sheptoff Financial Planning, LLC 5.69% Add +0.1% 46,668 $11.9M
Atlantic Edge Private Wealth Management, LLC 3.05% Reduce -0.7% 46,659 $11.9M
Mathes Company, Inc. 4.30% Add +0.0% 46,610 $11.9M
Chris Bulman Inc 5.94% Reduce -2.9% 46,581 $11.9M
Insight Wealth Strategies, LLC 1.40% Add +22.7% 46,562 $11.9M
Towne Trust Company, N.A 3.83% Add +0.7% 46,469 $11.8M
Advisors Management Group Inc. 2.07% Reduce -0.4% 46,328 $11.8M
Transamerica Financial Advisors, LLC 0.98% Add +36.1% 46,318 $11.8M
Cross Staff Investments Inc 8.22% Add +0.1% 46,263 $11.8M
Heirloom Wealth Management 2.84% Add +1.5% 46,199 $11.8M
Orion Capital Management LLC 4.10% Reduce -6.1% 46,157 $11.8M
Richards, Merrill & Peterson, Inc. 5.07% Reduce -1.5% 46,155 $11.8M
Peoples Financial Services Corp. 5.30% Add +2.1% 46,060 $11.7M
Poehling Capital Management, INC. 2.46% Add +0.3% 46,039 $11.7M
Touchstone Capital, Inc. 6.01% — 46,000 $11.7M
Modus Advisors, LLC 3.19% Reduce -3.6% 45,986 $11.7M
Centerpoint Advisors, LLC 3.63% Add +1.6% 45,944 $11.7M
Cloud Capital Management, LLC 6.16% Reduce -11.1% 45,869 $11.7M
Horst & Graben Wealth Management LLC 1.78% Add +0.2% 45,863 $11.7M
KKM Financial LLC 3.67% Add +5.9% 45,820 $11.7M
Palogic Value Management, L.P. 5.00% Reduce -1.9% 45,794 $11.7M
ABLE Financial Group, LLC 2.52% Reduce -1.5% 45,677 $11.6M
Walled Lake Planning & Wealth Management, LLC 3.82% Reduce -4.3% 45,643 $11.6M
West Michigan Advisors, LLC 2.79% Reduce -1.1% 45,637 $11.6M
Enterprise Financial Services Corp 5.98% Reduce -1.5% 45,587 $11.6M
Affiance Financial, LLC 2.11% Reduce -0.7% 45,543 $11.6M
Landing Point Financial Group, LLC 6.05% Add +20.3% 45,542 $11.6M
Carderock Capital Management Inc. 2.82% Add +2.9% 45,530 $11.6M
Beacon Financial Group 1.14% Add +3.3% 45,478 $11.6M
Sitrin Capital Management LLC 5.55% Reduce -2.2% 45,448 $11.6M
Haven Capital Group, Inc. 10.30% Reduce -2.0% 45,436 $11.6M
Sivia Capital Partners, LLC 3.26% Add +1.9% 45,371 $11.6M
Opal Wealth Advisors, LLC 3.21% Reduce -23.6% 45,368 $11.6M
Sonata Capital Group Inc. 4.27% Add +1.6% 45,368 $11.6M
GWN Securities Inc. 2.67% Reduce -7.9% 45,232 $11.5M
Harbour Investment Management LLC 5.00% Reduce -14.1% 45,213 $11.5M
Mitchell Sinkler & Starr 5.17% Reduce -0.7% 45,182 $11.5M
Cary Street Partners Investment Advisory LLC 4.81% Add +7.9% 45,176 $11.5M
Capstone Wealth Management Group LLC 7.32% Reduce -0.1% 45,018 $11.5M
Glass Wealth Management Co LLC 5.11% Add +0.1% 45,014 $11.5M
Clearline Capital LP 0.99% New 45,000 $11.5M
Integrated Investment Consultants, LLC 1.94% Add +0.5% 44,904 $11.4M
Evexia Wealth LLC 3.42% Reduce -4.4% 46,069 $11.4M
Elevatus Welath Management 3.29% Add +161.1% 44,798 $11.4M
Stokes Capital Advisors, LLC 2.65% Reduce -0.9% 44,763 $11.4M
Notis-McConarty Edward 5.30% Reduce -0.1% 44,755 $11.4M
Nkcfo LLC 3.43% Reduce -5.4% 44,750 $11.4M
JARISLOWSKY, FRASER Ltd 0.06% Reduce -14.6% 44,738 $11.4M
Curated Wealth Partners LLC 1.38% Reduce -5.8% 44,736 $11.4M
Brentview Investment Management LLC 5.19% Add +4.0% 44,709 $11.4M
Atlas Private Wealth Advisors 2.79% Reduce -52.2% 44,708 $11.4M
Reliant Investment Management, LLC 4.32% Reduce -1.9% 44,705 $11.4M
Integral Investment Advisors, Inc. 3.07% Add +3.5% 44,704 $11.4M
Cim Investment Management Inc. 3.09% Reduce -52.3% 44,688 $11.4M
BridgePort Financial Solutions, LLC 3.05% Add +18.6% 44,566 $11.3M
Banyan Capital Management, Inc. 5.15% Add +6.5% 44,547 $11.3M
Delaney Dennis R 5.67% Reduce -0.1% 44,489 $11.3M
Spinnaker Investment Group, LLC 2.13% Add +6.4% 44,462 $11.3M
Oarsman Capital, Inc. 1.58% Add +5.5% 44,340 $11.3M
Nia Impact Advisors, LLC 3.67% Reduce -1.3% 44,321 $11.3M
Investmark Advisory Group LLC 4.89% Add +0.4% 44,317 $11.3M
Baker Ellis Asset Management LLC 1.39% Add +1.3% 44,317 $11.3M
Drexel Morgan & Co. 1.77% No change 44,296 $11.3M
Security National Bank of So Dak 5.67% Reduce -0.9% 44,286 $11.3M
Thompson Investment Management, Inc. 1.51% Add +0.1% 44,233 $11.3M
Summit Financial Wealth Advisors, LLC 1.74% Add +11.0% 44,068 $11.3M
Milestone Asset Management, LLC 2.13% Add +9.6% 44,203 $11.3M
Truvestments Capital LLC 2.03% Add +3.9% 44,170 $11.2M
Grey Ledge Advisors, LLC 2.54% Reduce -1.9% 44,096 $11.2M
Cascades Capital Asset Management, LLC 5.02% Add +0.2% 44,082 $11.2M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4.50% Reduce -1.3% 44,078 $11.2M
LCM Capital Management Inc 5.38% Reduce -3.1% 44,051 $11.2M
Stiles Financial Services Inc 3.53% Add +0.3% 44,016 $11.2M
Chou Associates Management Inc. 5.39% No change 44,000 $11.2M
Summit Asset Management, LLC 1.72% Reduce -1.9% 43,986 $11.2M
von Borstel & Associates, Inc. 1.72% Add +716.7% 41,545 $11.2M
Valley Brook Capital Group, Inc. 7.47% Add +0.4% 43,613 $11.1M
Faithward Advisors, LLC 1.65% Reduce -2.7% 43,569 $11.1M
Security Financial Services, INC. 1.79% Add +1.3% 43,565 $11.1M
Opinicus Capital, Inc. 7.68% Reduce -1.5% 43,550 $11.1M
Snider Financial Group 3.02% Reduce -3.0% 43,467 $11.1M
Global Trust Asset Management, LLC 5.01% Add +7.7% 43,442 $11.1M
CoreFirst Bank & Trust 5.97% Reduce -3.6% 43,382 $11.0M
Windle Wealth, LLC 4.93% Add +0.6% 43,280 $11.0M
Fox Hill Wealth Management 5.14% Reduce -1.1% 43,161 $11.0M
Planning Directions Inc. 5.72% Reduce -0.3% 43,052 $11.0M
Cohen Investment Advisors LLC 5.32% Reduce -1.3% 43,043 $11.0M
Lavaca Capital LLC 1.98% Reduce -3.6% 43,036 $11.0M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.74% Add +85.2% 42,990 $10.9M
Carlton Hofferkamp & Jenks Wealth Management, LLC 3.66% Reduce -0.1% 40,547 $10.9M
Cornerstone Capital, Inc. 1.06% Reduce -0.6% 42,715 $10.9M
Vance Wealth, LLC 3.34% Add +10.4% 42,658 $10.9M
Oder Investment Management, LLC 7.80% Add +1.6% 42,635 $10.9M
Northwest Wealth Management, LLC 1.79% Reduce -6.7% 42,620 $10.9M
Genesee Capital Advisors, LLC 4.71% Add +1.5% 42,620 $10.9M
WealthBridge Investment Counsel Inc. 3.34% Reduce -1.9% 42,593 $10.8M
Safeguard Investment Advisory Group, LLC 2.69% Add +4.3% 42,571 $10.8M
Hudson Canyon Capital Management 6.20% Reduce -3.3% 40,135 $10.8M
Hollow Brook Wealth Management LLC 2.55% Add +8.8% 42,312 $10.8M
Greykasell Wealth Strategies, Inc. 4.54% Add +41.0% 42,308 $10.8M
Hilltop National Bank 2.65% Add +1.3% 42,302 $10.8M
Game Plan Financial Advisors, LLC 4.92% Add +12.6% 42,211 $10.7M
Sawyer & Company, Inc 4.06% Add +3.9% 52,362 $10.7M
Goldstone Financial Group, LLC 1.27% Add +12.7% 42,102 $10.7M
Okabena Investment Services Inc. 2.08% Add +8.4% 42,099 $10.7M
White Pine Investment CO 2.54% Reduce -1.2% 42,054 $10.7M
D.B. Root & Company, LLC 2.72% Add +1.6% 42,034 $10.7M
Redwood Investment Management, LLC 1.16% Reduce -12.5% 42,032 $10.7M
Ranch Capital Advisors Inc. 4.14% Add +8.4% 42,024 $10.7M
GP Brinson Investments LLC 4.36% No change 42,000 $10.7M
WestHill Financial Advisors, Inc. 2.09% Reduce -4.9% 41,971 $10.7M
Provenance Wealth Advisors, LLC 1.38% Add +6.7% 41,956 $10.7M
Convergence Financial, LLC 1.60% Reduce -3.3% 41,954 $10.7M
Jain Global LLC 0.15% New 41,947 $10.7M
WT Wealth Management 3.07% Reduce -5.9% 41,945 $10.7M
Heritage Financial Services, LLC 0.96% Add +2.9% 41,904 $10.7M
Amarillo National Bank 1.88% Reduce -0.4% 41,899 $10.7M
Rede Wealth, LLC 8.37% Reduce -15.5% 41,839 $10.7M
Eagle Bay Advisors LLC 8.37% Reduce -3.8% 41,839 $10.7M
Headland Capital, LLC 2.99% Reduce -0.5% 41,818 $10.6M
Centerline Wealth Advisors, LLC 4.63% Reduce -5.0% 41,814 $10.6M
Bank of Stockton 3.03% Reduce -0.1% 41,770 $10.6M
Pine Haven Investment Counsel, Inc 7.67% Reduce -0.7% 41,711 $10.6M
CYBER HORNET ETFs LLC 6.83% Add +3.8% 41,686 $10.6M
Norway Savings Bank 5.13% Reduce -1.4% 41,653 $10.6M
Wealth Advisors of Tampa Bay, LLC 3.53% Reduce -3.0% 41,611 $10.6M
Hall Capital Management Co. Inc. 4.17% Add +1.1% 41,577 $10.6M
Cottage Street Advisors LLC 4.49% Reduce -5.5% 41,415 $10.6M
Aspire Growth Partners LLC 7.71% Reduce -0.4% 41,452 $10.6M
Contravisory Investment Management, Inc. 2.04% Reduce -10.8% 41,434 $10.6M
ORG Partners LLC 1.96% Add +3.2% 41,421 $10.5M
Madison Wealth Partners, Inc 2.08% Add +2.7% 41,345 $10.5M
Triton Wealth Management, PLLC 4.00% Add +0.1% 38,925 $10.5M
Tranquility Partners, LLC 3.55% Reduce -2.8% 41,307 $10.5M
Mattson Financial Services, LLC 2.51% Add +2.5% 41,279 $10.5M
Northcape Wealth Management, LLC 3.06% Add +1.0% 41,156 $10.5M
RBA Wealth Management, LLC 3.61% Reduce -2.5% 41,126 $10.5M
Oxler Private Wealth LLC 3.05% Add +0.1% 41,117 $10.5M
Joseph P. Lucia & Associates, LLC 3.94% Reduce -0.3% 41,058 $10.5M
Beacon Financial Advisory LLC 2.42% Add +7.5% 41,045 $10.5M
Integris Wealth Management, LLC 2.54% Reduce -0.6% 41,004 $10.4M
Cetera Trust Company, N.A 5.84% Reduce -5.5% 40,992 $10.4M
Annis Gardner Whiting Capital Advisors, LLC 2.15% Add +21.2% 40,978 $10.4M
Victrix Investment Advisors 5.72% Add +6.6% 40,971 $10.4M
EFG Asset Management (Americas) Corp. 1.80% Reduce -20.2% 40,966 $10.4M
Moran Wealth Management, LLC 0.31% Add +11.0% 40,945 $10.4M
Advocate Group LLC 1.71% Reduce -3.3% 40,917 $10.4M
Invst, LLC 1.18% Reduce -11.4% 40,895 $10.4M
Variant Private Wealth, LLC 9.62% Add +2.3% 40,882 $10.4M
Wrapmanager Inc. 3.20% Reduce -12.8% 40,854 $10.4M
Morling Financial Advisors, LLC 3.44% Reduce -2.3% 40,761 $10.4M
Meritas Wealth Management, LLC 5.12% Reduce -9.8% 40,611 $10.3M
Ayrshire Capital Management LLC 4.79% Reduce -2.1% 40,544 $10.3M
Anb Bank 4.18% Reduce -0.6% 40,495 $10.3M
Ellerson Group Inc. 6.40% Reduce -1.0% 40,406 $10.3M
Strong Tower Advisory Services 1.95% Reduce -1.5% 40,395 $10.3M
Kane Investment Management, Inc. 5.00% Reduce -0.7% 40,352 $10.3M
Advisors Preferred, LLC 1.52% No change 40,200 $10.3M
D'Orazio & Associates, Inc. 1.35% Add +4.7% 40,205 $10.2M
Saxon Interests, Inc. 3.99% Reduce -0.8% 43,911 $10.2M
Evelyn Partners Asset Management Ltd 2.30% Add +514.2% 40,032 $10.2M
KP Management LLC 3.57% Reduce -11.1% 40,000 $10.2M
Novak & Powell Financial Services, Inc. 5.35% Add +2.2% 39,945 $10.2M
Garden State Investment Advisory Services LLC 2.57% Reduce -24.6% 39,907 $10.2M
Argent Advisors, Inc. 2.99% Add +11.8% 39,857 $10.1M
Omnia Family Wealth, LLC 3.29% Reduce -2.4% 39,852 $10.1M
Family Legacy, Inc. 3.10% Reduce -0.2% 39,820 $10.1M
Artemis Wealth Advisors, LLC 1.51% Reduce -0.3% 39,577 $10.1M
W Advisors, LLC 5.30% Add +1.4% 39,555 $10.1M
Rodgers Brothers Inc. 1.24% Reduce -2.3% 39,545 $10.1M
Aft, Forsyth & Company, Inc. 4.82% Add +0.1% 39,545 $10.1M
Trilogy Capital Inc. 0.47% Reduce -0.4% 39,533 $10.1M
Alan B Lancz & Associates, Inc. 9.08% Add +0.3% 39,452 $10.0M
Gould Asset Management LLC 1.86% Add +3.6% 39,420 $10.0M
Altrafin AG 3.18% Add +2.3% 39,416 $10.0M
Blackhawk Capital Partners, LLC 3.90% Add +1.3% 39,413 $10.0M
Legacy Edge Advisors, LLC 1.18% Add +4.7% 39,412 $10.0M
University of Wisconsin Foundation 8.50% New 39,402 $10.0M
Capital Advisors, Ltd. LLC 1.13% Add +7.5% 39,381 $10.0M
Ayalon Insurance Comp Ltd. 2.53% No change 39,358 $10.0M
East Coast Asset Management, LLC. 3.14% Reduce -1.2% 39,347 $10.0M
Bernardo Wealth Planning LLC 1.96% Add +0.8% 39,327 $10.0M
Register Financial Advisors LLC 3.94% Reduce -1.8% 39,315 $10.0M
Lantern Wealth Advisors, LLC 5.24% Add +9.8% 39,285 $10.0M
Alkeme Wealth, LLC 4.32% Reduce -3.9% 39,265 $10.0M
Freedom Day Solutions, LLC 2.71% Add +0.3% 39,255 $10.0M
Cromwell Holdings LLC 5.34% Add +1.6% 39,254 $10.0M
Johnson Bixby & Associates, LLC 1.28% Reduce -0.7% 39,241 $10.0M
Lynch Asset Management, Inc. 3.20% Add +0.3% 39,225 $10.0M
Sentry Investment Management LLC 6.66% Reduce -19.9% 38,663 $10.0M
Keynote Financial Services LLC 6.07% Reduce -2.9% 39,171 $10.0M
Granite Bay Wealth Management, LLC 2.59% New 38,998 $9.9M
C2C Wealth Management, LLC 8.52% No change 38,986 $9.9M
Abound Wealth Management 2.48% Reduce -2.7% 38,940 $9.9M
McAlister, Sweet & Associates, Inc. 6.54% Add +2.1% 38,924 $9.9M
SWP Financial LLC 5.04% Reduce -5.6% 38,903 $9.9M
Bruce & Co., Inc. 3.07% No change 38,900 $9.9M
ROI Financial Advisors, LLC 5.91% Reduce -3.4% 38,899 $9.9M
WESCAP Management Group, Inc. 2.08% Add +71.8% 38,897 $9.9M
Founders Capital Management 5.24% Add +1.2% 38,873 $9.9M
CFC Planning Co LLC 8.31% Add +25.7% 38,835 $9.9M
Madrona Financial Services, LLC 2.18% Reduce -0.2% 38,817 $9.9M
Rydar Equities, Inc. 7.92% Reduce -9.8% 38,691 $9.9M
Patron Partners, LLC 4.47% Add +4.2% 38,730 $9.9M
Boothbay Fund Management, LLC 0.26% Add +181.1% 38,710 $9.9M
Cheviot Value Management, LLC 1.05% Reduce -0.4% 36,613 $9.8M
Lakeshore Financial Planning, Inc. 3.65% Reduce -1.2% 38,645 $9.8M
New Millennium Group LLC 4.49% Reduce -42.5% 38,601 $9.8M
McBroom & Associates, LLC 4.67% Add +0.6% 38,590 $9.8M
Goepper Burkhardt LLC 3.35% Reduce -3.1% 38,582 $9.8M
First National Bank of Hutchinson 5.19% Add +11.1% 38,540 $9.8M
Processus Wealth & Capital Management, LLC 7.03% Reduce -0.2% 38,522 $9.8M
SLT Holdings LLC 6.58% Reduce -1.8% 38,511 $9.8M
Aurora Investment Managers, LLC. 5.33% Reduce -0.1% 38,504 $9.8M
Oribel Capital Management, LP 0.79% New 38,500 $9.8M
Pines Wealth Management, LLC 3.30% Reduce -7.8% 38,486 $9.8M
Meridian Wealth Partners, LLC 1.35% Reduce -4.3% 38,455 $9.8M
Matisse Capital 4.40% Reduce -1.9% 38,426 $9.8M
Encompass Wealth Advisors, LLC 3.33% Reduce -0.1% 38,362 $9.8M
Martin & Co. Inc. 1.74% Reduce -0.9% 38,343 $9.8M
tru Independence LLC 2.53% Add +0.8% 38,322 $9.8M
Parkshore Wealth Management, Inc. 3.98% Reduce -2.0% 38,307 $9.8M
William Allan Corp 5.46% Reduce -1.7% 38,206 $9.7M
Tred Avon Family Wealth, LLC 3.35% — 38,180 $9.7M
Clarus Group, Inc. 3.38% Reduce -0.1% 38,167 $9.7M
Wisconsin Capital Management LLC 4.96% Reduce -9.6% 38,161 $9.7M
Intrepid Financial Planning Group LLC 3.70% Reduce -3.4% 38,151 $9.7M
Pinnacle West Asset Management, Inc. 6.29% Reduce -0.3% 38,145 $9.7M
Eagle Strategies LLC 1.30% Add +2.5% 38,105 $9.7M
Evernest Financial Advisors, LLC 2.72% Add +2.1% 38,085 $9.7M
Wealth Quarterback LLC 3.75% Reduce -0.3% 38,055 $9.7M
Beacon Investment Advisors LLC 3.96% Add +0.3% 38,007 $9.7M
Rahlfs Capital, LLC 7.65% Reduce -2.7% 37,995 $9.7M
MSH Capital Advisors LLC 2.59% Add +2.3% 37,982 $9.7M
Fi3 FINANCIAL ADVISORS, LLC 3.27% Reduce -6.7% 37,950 $9.7M
Transatlantique Private Wealth LLC 3.16% Reduce -2.1% 37,939 $9.7M
Convergence Investment Partners, LLC 2.16% Add +106.7% 37,877 $9.6M
Everpar Advisors LLC 3.81% Add +12.7% 37,850 $9.6M
Cambridge Advisors Inc. 1.88% Reduce -0.3% 37,833 $9.6M
Merrion Investment Management Co, LLC 5.52% No change 37,797 $9.6M
Trinity Financial Advisors LLC 2.78% Reduce -3.3% 37,785 $9.6M
Palmer Knight Co 4.56% Reduce -2.6% 37,779 $9.6M
Marion Wealth Management 2.28% Reduce -0.5% 37,767 $9.6M
Innovative Advisory Group, LLC 6.31% Reduce -0.2% 37,746 $9.6M
Boxwood Ventures, Inc. 10.70% Reduce -5.1% 37,745 $9.6M
Cairn Investment Group, Inc. 4.38% Reduce -12.7% 37,739 $9.6M
Piscataqua Savings Bank 7.50% Reduce -1.5% 37,740 $9.6M
Patriot Investment Management Group, Inc. 0.63% Add +1.3% 37,734 $9.6M
Mason & Associates Inc 1.93% Reduce -0.4% 37,727 $9.6M
Creekside Partners 4.23% Add +1.1% 37,722 $9.6M
Paul R. Ried Financial Group, LLC 4.85% Reduce -2.0% 37,682 $9.6M
Portside Wealth Group, LLC 1.33% Add +10.3% 37,614 $9.6M
Next Level Private LLC 2.78% Add +2.0% 37,305 $9.6M
Gilder Gagnon Howe & Co. LLC 0.10% Reduce -1.0% 37,515 $9.6M
New England Research & Management, Inc. 4.39% Add +4.5% 37,501 $9.5M
SC&H Financial Advisors, Inc. 1.56% Reduce -7.1% 37,484 $9.5M
Orca Investment Management, LLC 7.80% Add +0.2% 37,427 $9.5M
Bull Street Advisors, LLC 4.45% Reduce -0.4% 37,416 $9.5M
Resurgent Financial Advisors LLC 4.69% Reduce -3.4% 37,389 $9.5M
Patrick M Sweeney & Associates, Inc. 6.14% Add +0.1% 37,330 $9.5M
LifeWealth Investments, LLC 3.13% Reduce -5.7% 37,291 $9.5M
Matauro, LLC 1.51% Add +12.3% 37,275 $9.5M
US Asset Management LLC 7.79% Reduce -1.0% 37,258 $9.5M
First United Bank & Trust 3.08% Reduce -1.1% 37,224 $9.5M
Banque de Luxembourg S.A. 4.90% Reduce -4.8% 37,200 $9.5M
Legacy Financial Group, Inc. 2.59% Reduce -4.1% 37,165 $9.5M
Ashton Thomas Securities, LLC 1.32% Add +0.3% 37,123 $9.5M
William Mack & Associates, Inc. 5.08% Reduce -1.7% 37,117 $9.5M
Weaver Consulting Group 2.40% Add +4.1% 37,105 $9.4M
DT Investment Partners, LLC 0.80% Reduce -9.1% 37,064 $9.4M
Leelyn Smith, LLC 1.42% Add +1.5% 37,060 $9.4M
Castleview Partners, LLC 5.12% Add +8.3% 37,051 $9.4M
Asahi Life Asset Management Co., LTD. 5.22% Reduce -5.6% 36,992 $9.4M
Advus Financial Partners, LLC 2.26% Reduce -2.2% 36,963 $9.4M
Ellenbecker Investment Group 1.39% Reduce -1.0% 36,938 $9.4M
Granite Harbor Advisors, Inc. 3.95% Add +1.8% 36,924 $9.4M
Cowa, LLC 3.32% Reduce -1.5% 36,879 $9.4M
Wealth Preservation Advisors, LLC 5.46% Add +0.7% 36,809 $9.4M
Samalin Investment Counsel, LLC 3.25% Reduce -0.8% 36,799 $9.4M
Farrow Financial, Inc. 5.44% Reduce -0.3% 36,784 $9.4M
Yarger Wealth Strategies, LLC 4.29% Reduce -2.4% 36,774 $9.4M
Sunbeam Capital Management, LLC 5.82% Add +44.8% 36,763 $9.4M
Rockbridge Asset Management LLC 5.52% Reduce -4.5% 36,711 $9.3M
RPg Family Wealth Advisory, LLC 2.05% Reduce -2.2% 36,703 $9.3M
Sunpointe, LLC 3.37% Reduce -2.1% 36,688 $9.3M
Cambria Investment Management, L.P. 0.56% Add +150.1% 36,540 $9.3M
Bcwm, LLC 2.78% Reduce -1.0% 36,506 $9.3M
Ritter Daniher Financial Advisory LLC / DE 1.64% Reduce -2.1% 36,495 $9.3M
Garner Asset Management Corp 3.74% Reduce -0.8% 36,448 $9.3M
Woodard & Co. Asset Management Group Inc. 1.51% Reduce -1.4% 36,411 $9.3M
Western Pacific Wealth Management, LP 9.05% Reduce -23.7% 36,397 $9.3M
Wayfinding Financial, LLC 3.99% Add +0.1% 36,395 $9.3M
Boltwood Capital Management 2.47% Add +0.5% 36,394 $9.3M
Silvia McColl Wealth Management, LLC 6.26% Reduce -2.8% 36,314 $9.2M
Congress Park Capital LLC 2.87% Reduce -1.6% 36,304 $9.2M
Silphium Asset Management Ltd 2.73% New 36,300 $9.2M
Pecaut & Co. 2.97% Reduce -4.7% 36,294 $9.2M
Essex Investment Management Co. LLC 1.41% Reduce -1.1% 36,260 $9.2M
Gitterman Wealth Management, LLC 2.11% Add +9.1% 36,222 $9.2M
Mainstream Capital Management LLC 6.12% Reduce -4.3% 36,132 $9.2M
Hager Investment Management Services, LLC 4.97% Add +0.3% 36,123 $9.2M
Lombard Odier Asset Management (Europe) Ltd 0.68% New 36,073 $9.2M
Investment Partners, LTD. 3.23% Add +4.2% 36,044 $9.2M
Stanley-Laman Group, Ltd. 1.31% Reduce -0.5% 36,027 $9.2M
Studio Investment Management LLC 1.73% Reduce -0.0% 36,002 $9.2M
Symmetry Investments LP 0.74% Reduce -29.3% 36,001 $9.2M
Strategic Advocates LLC 2.38% Reduce -0.7% 35,962 $9.2M
Lokken Investment Group LLC 3.14% Add +1.8% 35,949 $9.2M
Landmark Wealth Management, Inc. 3.57% Reduce -0.6% 35,940 $9.2M
Orleans Capital Management Corp. 5.91% Reduce -26.3% 35,887 $9.1M
Spirit of America Management Corp. 1.83% Reduce -8.0% 35,882 $9.1M
NRI Wealth Management LC 4.88% Add +3.7% 35,866 $9.1M
McHugh Group, LLC 5.52% Reduce -0.2% 35,809 $9.1M
Baron Wealth Management LLC 3.01% Add +14.6% 35,779 $9.1M
Quartz Partners, LLC 3.29% Add +17.3% 35,718 $9.1M
Harfst & Associates, Inc. 1.67% Reduce -1.4% 35,663 $9.1M
Tempus Wealth Planning, LLC 2.08% Reduce -1.0% 35,661 $9.1M
Private Wealth Management Group, LLC 2.50% Reduce -0.2% 35,631 $9.1M
Gratus Wealth Advisors, LLC 1.28% Reduce -0.8% 35,622 $9.1M
Alcosta Capital Management, Inc. 4.87% Reduce -1.5% 35,547 $9.1M
Trueblood Wealth Management, LLC 3.53% Reduce -0.1% 35,516 $9.0M
Investment Partners Asset Management, Inc. 5.96% Reduce -1.2% 35,507 $9.0M
Lifeworks Advisors, LLC 1.21% Add +14.8% 35,477 $9.0M
FPC Investment Advisory, Inc. 5.42% Reduce -1.7% 35,474 $9.0M
Cambridge Financial Group, Inc. 3.50% Add +27.0% 35,467 $9.0M
Summit Place Financial Advisors, LLC 4.25% Add +0.8% 35,454 $9.0M
BigSur Wealth Management LLC 2.21% Reduce -16.4% 35,453 $9.0M
Acorns Advisers, LLC 0.07% Add +8.5% 35,419 $9.0M
Shoker Investment Counsel, Inc. 2.66% Reduce -0.4% 35,419 $9.0M
Tiller Private Wealth, Inc. 3.20% Reduce -1.1% 35,323 $9.0M
Shum Financial Group, Inc. 6.70% — 35,281 $9.0M
Hixon Zuercher, LLC 2.73% Add +6.4% 35,269 $9.0M
Alta Wealth Advisors LLC 3.22% Reduce -0.0% 35,263 $9.0M
Meridian Financial Partners LLC 3.73% Reduce -0.3% 34,765 $9.0M
PSI Advisors, LLC 2.33% Add +5.5% 35,216 $9.0M
Montz Harcus Wealth Management LLC 3.91% Reduce -0.2% 35,213 $9.0M
Cornerstone Planning Group LLC 1.44% Add +12.1% 33,022 $9.0M
Hudock, Inc. 1.36% Add +1.8% 35,158 $9.0M
Palo Alto Wealth Advisors, LLC 2.61% Reduce -2.5% 32,493 $9.0M
Burton Enright Welch 1.35% Add +1.6% 35,152 $9.0M
Weaver Capital Management LLC 1.95% Add +12.5% 35,120 $8.9M
Claris Financial LLC 5.08% Add +52.7% 35,114 $8.9M
Retirement Planning Co of New England, Inc. 3.60% Reduce -0.3% 35,101 $8.9M
Altman Advisors, Inc. 3.41% Reduce -0.2% 35,050 $8.9M
Gendell Jeffrey L 0.16% Reduce -30.0% 35,000 $8.9M
Jacobsen Capital Management 3.02% Add +0.9% 34,977 $8.9M
Paradiem, LLC 2.08% No change 34,976 $8.9M
Cathy Pareto & Associates, Inc. 6.72% Reduce -1.8% 34,963 $8.9M
NavPoint Financial, Inc. 4.66% Add +0.0% 34,926 $8.9M
Eos Management, L.P. 3.52% No change 34,829 $8.9M
Smith Shellnut Wilson LLC 3.40% Add +9.1% 34,809 $8.9M
Pensionfund Sabic 2.42% No change 34,780 $8.9M
Portland Global Advisors LLC 0.99% Add +0.5% 34,747 $8.8M
Darden Wealth Group Inc 4.63% Reduce -2.8% 34,732 $8.8M
Berman McAleer LLC 1.24% — 34,707 $8.8M
Whelan Financial 2.80% Add +12.0% 34,673 $8.8M
Colorado Capital Management, Inc. 3.41% Reduce -1.5% 34,669 $8.8M
Maia Wealth LLC 1.48% Add +7.7% 32,723 $8.8M
Select Asset Management & Trust 2.71% Add +0.4% 34,591 $8.8M
Summit Wealth Group LLC / Co. 0.93% Add +3.0% 51,414 $8.8M
Chaney Capital Management, Inc. 3.12% Add +1.7% 34,553 $8.8M
Asset Advisors Investment Management, LLC 0.83% Add +0.3% 34,538 $8.8M
waypoint wealth counsel 3.47% Add +4.9% 34,518 $8.8M
Cresta Advisors, Ltd. 3.92% Reduce -7.2% 34,497 $8.8M
Columbus Macro, LLC 1.00% Add +3.9% 34,456 $8.8M
Infusive Asset Management Inc. 4.01% Add +88.4% 34,382 $8.8M
Cape Ann Savings Bank 4.67% Add +5.4% 34,362 $8.7M
Texas Capital Bancshares Inc 3.44% Reduce -40.9% 34,299 $8.7M
Cora Capital Advisors LLC 3.71% Add +0.6% 34,271 $8.7M
PBMares Wealth Management LLC 1.41% Add +0.3% 34,249 $8.7M
Astoria Portfolio Advisors LLC. 2.29% Reduce -4.7% 33,774 $8.7M
Planning Center, Inc. 0.91% Reduce -1.1% 34,227 $8.7M
Lantz Financial LLC 1.93% Add +4.9% 34,212 $8.7M
Greenspring Advisors, LLC 1.54% — 34,205 $8.7M
Kennebec Savings Bank 7.94% Add +0.6% 34,201 $8.7M
Wilson & Boucher Capital Management, LLC 5.72% Reduce -1.8% 34,181 $8.7M
Old Port Advisors 2.19% Reduce -2.2% 34,172 $8.7M
Hilltop Partners LLC 2.60% Reduce -3.5% 34,153 $8.7M
Seelaus Asset Management LLC 7.01% Reduce -4.0% 34,132 $8.7M
Pps&v Asset Management Consultants, Inc. 5.01% Reduce -3.1% 34,113 $8.7M
Pinnacle Bancorp, Inc. 2.56% Add +3.4% 34,062 $8.7M
Towercrest Capital Management 1.39% Reduce -3.3% 34,031 $8.7M
Mitsubishi UFJ Asset Management (UK) Ltd. 4.18% Add +70.0% 34,000 $8.7M
Delta Capital Management LLC 4.52% Reduce -0.0% 33,909 $8.6M
IMA Advisory Services, Inc. 0.87% Add +0.6% 33,889 $8.6M
American Trust Investment Advisors, LLC 4.45% Reduce -9.8% 33,869 $8.6M
Orser Capital Management, LLC 4.53% Reduce -1.1% 33,863 $8.6M
Twin Focus Capital Partners, LLC 1.09% No change 33,805 $8.6M
Essex LLC 1.56% Reduce -4.5% 33,801 $8.6M
Arnhold LLC 0.72% No change 33,787 $8.6M
One Day In July LLC 0.73% Reduce -14.3% 33,764 $8.6M
Choice Wealth Advisors LLC 3.68% No change 33,759 $8.6M
North Growth Management Ltd. 1.50% Reduce -8.1% 34,000 $8.6M
Phoenix Wealth Advisors 3.30% Add +8.1% 33,724 $8.6M
Rovin Capital /Ut/ 2.38% Reduce -2.1% 33,691 $8.6M
Guerra Advisors Inc 3.17% Add +46.8% 33,681 $8.6M
Elefante Mark B 5.48% Add +11.0% 33,634 $8.6M
New World Advisors LLC 1.57% Add +9.8% 33,606 $8.6M
Asset Management Advisors, LLC 5.21% Reduce -0.1% 33,533 $8.5M
Cantor Fitzgerald Investment Advisors L.P. 0.58% Reduce -4.7% 33,522 $8.5M
Spectrum Wealth Advisory Group, LLC 3.52% Add +0.6% 33,504 $8.5M
Noesis Capital Mangement Corp. 1.32% Reduce -3.8% 33,453 $8.5M
Wealthspire Retirement, LLC 0.54% Reduce -53.7% 33,419 $8.5M
JBR Co Financial Management Inc 3.60% Reduce -0.6% 33,404 $8.5M
BostonPremier Wealth LLC 4.22% Add +1.0% 33,336 $8.5M
Godshalk Welsh Capital Management, Inc. 4.87% Reduce -0.2% 33,327 $8.5M
QTR Family Wealth, LLC 4.02% Add +10.6% 33,283 $8.5M
Mfa Wealth Advisors, LLC 1.85% Reduce -0.9% 33,273 $8.5M
Monument Capital Management 2.12% Add +0.2% 33,248 $8.5M
AXA S.A. 4.24% Reduce -99.5% 33,208 $8.5M
Compass Capital Corp. /Ma/ 3.69% Reduce -1.0% 31,172 $8.4M
Integrity Financial Corp 4.03% Reduce -2.6% 33,143 $8.4M
Veracity Capital LLC 2.71% Reduce -2.7% 33,136 $8.4M
Wynn Capital, LLC 4.09% Add +0.5% 33,118 $8.4M
Sky Investment Group LLC 1.45% Reduce -4.3% 33,115 $8.4M
Pacific Center for Financial Services 2.15% Reduce -0.1% 33,109 $8.4M
Liberty One Investment Management, LLC 0.47% Add +27.7% 33,096 $8.4M
Lodestone Wealth Management LLC 3.79% Add +0.4% 33,092 $8.4M
Byrne Asset Management LLC 6.03% Add +6.6% 33,066 $8.4M
MADDEN SECURITIES Corp 2.59% Reduce -1.2% 33,047 $8.4M
Elevation Wealth Partners, LLC 3.03% Add +13.5% 33,044 $8.4M
EULAV Asset Management 0.20% No change 33,039 $8.4M
Brio Consultants, LLC 1.16% Reduce -5.7% 33,017 $8.4M
Ascentis Wealth Management, LLC 2.01% Add +17.3% 32,942 $8.4M
Argyle Capital Partners, LLC 6.01% Reduce -2.5% 32,917 $8.4M
Arbor Trust Wealth Advisors, LLC 3.77% Reduce -0.4% 32,909 $8.4M
Coastwise Capital Group, LLC 5.88% Add +1.3% 32,811 $8.4M
Centennial Wealth Advisory LLC 2.32% Add +8.2% 32,770 $8.3M
Vigilare Wealth Management 2.89% Reduce -4.7% 32,731 $8.3M
Tarbox Family Office, Inc. 1.22% Reduce -0.1% 32,708 $8.3M
Howard Wealth Management, LLC 3.83% Reduce -6.4% 32,696 $8.3M
Jericho Financial, LLP 5.05% Add +3.3% 32,650 $8.3M
Aft, Forsyth & Sober, LLC 2.57% Add +0.1% 32,600 $8.3M
2UniFi Bank 4.15% Add +1.0% 32,569 $8.3M
Norris Financial Group, LLC 3.03% Reduce -1.8% 32,547 $8.3M
RiverPark Advisors, LLC 6.37% Reduce -3.8% 32,531 $8.3M
Royal Fund Management, LLC 1.00% Reduce -18.3% 32,502 $8.3M
1 North Wealth Services LLC 3.39% Reduce -0.1% 32,501 $8.3M
Altura Wealth Advisors Inc. 3.94% Add +7.9% 32,475 $8.3M
Clark Financial Services Group Inc. 4.39% Add +1.0% 32,444 $8.3M
Opus Investment Management Inc. 5.12% No change 32,400 $8.3M
Vectors Research Management, LLC 2.59% Add +6.0% 32,320 $8.2M
Clarion Wealth Managment Partners, LLC 8.11% Reduce -11.0% 32,259 $8.2M
Advance Capital Management, Inc. 0.36% Reduce -0.5% 32,259 $8.2M
Ruggaard & Associates LLC 3.07% Add +7.3% 32,251 $8.2M
Constitution Capital LLC 3.84% Add +1.4% 32,243 $8.2M
Bulltick Wealth Management, LLC 1.94% Reduce -5.3% 32,236 $8.2M
Legato Capital Management LLC 0.89% No change 32,234 $8.2M
Aspire Private Capital, LLC 1.80% Add +4.6% 32,221 $8.2M
Town & Country Bank & Trust CO dba First Bankers Trust CO 2.86% Reduce -1.5% 32,195 $8.2M
Per Stirling Capital Management, LLC. 0.98% Reduce -12.5% 32,187 $8.2M
Center for Financial Planning, Inc. 0.88% Add +14.6% 32,168 $8.2M
Fingerlakes Wealth Management, Inc. 5.34% Reduce -0.8% 32,164 $8.2M
Enclave Advisors LLC 1.25% Add +0.7% 32,151 $8.2M
Grant Private Wealth Management Inc 5.04% Add +17.8% 32,111 $8.2M
Dempze Nancy E 4.49% Add +0.7% 32,104 $8.2M
Blue Sky Capital Consultants Group, Inc. 3.59% Reduce -5.7% 32,088 $8.2M
CMG Global Holdings, LLC 3.99% Reduce -0.5% 32,759 $8.2M
CVFG LLC 5.89% Reduce -0.6% 32,046 $8.2M
Acima Private Wealth, LLC 2.55% Add +0.2% 32,040 $8.2M
Ewa, LLC 2.26% Reduce -5.8% 32,036 $8.2M
Eley Financial Management, Inc 2.94% Add +0.2% 32,030 $8.2M
LCNB Corp. 2.85% Reduce -2.6% 32,030 $8.2M
Riverbridge Partners LLC 0.14% Reduce -1.1% 32,007 $8.1M
Investment Advisory Group, LLC 2.22% Add +2.1% 31,994 $8.1M
Balefire, LLC 1.62% Add +13.6% 31,946 $8.1M
Legacy Financial Strategies, LLC 1.47% Add +0.8% 31,878 $8.1M
Stoneridge Investment Partners LLC 5.56% Reduce -8.2% 31,847 $8.1M
Fearless Solutions, LLC dba Best Invest 5.20% Reduce -1.3% 31,844 $8.1M
Haven Private, LLC 3.58% Reduce -17.1% 31,823 $8.1M
Gries Financial LLC 1.28% Add +6.4% 31,810 $8.1M
Nvest Financial, LLC 4.64% Reduce -17.0% 31,740 $8.1M
Strategies Wealth Advisors, LLC 0.84% Add +8.0% 31,739 $8.1M
Altus Wealth Group LLC 3.31% Add +3.3% 31,669 $8.1M
Founders Grove Wealth Partners, LLC 1.89% Add +8.9% 31,657 $8.1M
Alpha Advisors, LLC 6.05% Add +0.8% 31,593 $8.0M
American Financial Advisors, LLC 1.04% Reduce -2.6% 31,564 $8.0M
Kelly Financial Group LLC 2.13% Reduce -1.6% 31,562 $8.0M
Midwest Financial Group LLC 3.83% Reduce -0.1% 31,558 $8.0M
Strategic Financial Concepts, LLC 1.17% Reduce -18.9% 31,533 $8.0M
Gallagher Capital Advisors, LLC 4.62% Add +63.4% 30,216 $8.0M
Old North State Wealth Management, LLC 3.75% Add +0.7% 31,459 $8.0M
Vision Financial Markets LLC 6.84% Reduce -1.1% 31,460 $8.0M
Insight Inv LLC 4.70% Add +3.5% 31,448 $8.0M
Seeds Investor LLC 1.69% Add +6.3% 31,430 $8.0M
Counterweight Ventures, LLC 4.68% Add +0.9% 31,424 $8.0M
Black Diamond Financial, LLC 0.90% Add +10.4% 31,385 $8.0M
Asset Planning,Inc 5.78% Add +0.1% 31,384 $8.0M
BOS Asset Management, LLC 2.26% Add +2.3% 31,363 $8.0M
Long Road Investment Counsel, LLC 2.83% No change 31,351 $8.0M
River Street Advisors LLC 3.09% Add +1.3% 31,335 $8.0M
Denver Wealth Management, Inc. 2.94% Reduce -3.8% 31,329 $8.0M
Dodge & Cox 0.00% Add +3.6% 31,322 $8.0M
G2 Capital Management, LLC / Oh 2.01% Add +1.5% 31,294 $8.0M
Corsicana & Co. 4.47% — 31,283 $8.0M
Allred Capital Management, LLC 2.77% Reduce -1.2% 31,269 $8.0M
WFA Asset Management Corp 4.33% Reduce -1.6% 34,161 $8.0M
Security National Bank of Sioux City Iowa 5.18% Reduce -0.4% 31,243 $8.0M
Goodman Advisory Group, LLC 1.98% Reduce -12.9% 31,181 $7.9M
AssuredPartners Investment Advisors, LLC 1.77% Add +0.8% 31,178 $7.9M
Seizert Capital Partners, LLC 0.34% Reduce -16.1% 31,124 $7.9M
Horizon Investment Services, LLC 2.99% Add +1.8% 31,057 $7.9M
Socorro Asset Management LP 2.98% Reduce -7.4% 31,052 $7.9M
Commons Capital, LLC 5.30% Reduce -0.4% 31,024 $7.9M
Lindenwold Advisors, INC 3.73% Reduce -20.4% 31,023 $7.9M
GS Investments, Inc. 3.91% Reduce -32.9% 31,005 $7.9M
Kingsman Wealth Management, Inc. 4.39% Add +15.2% 30,984 $7.9M
Etesian Wealth Advisors, Inc. 2.60% Reduce -1.6% 30,933 $7.9M
NorthStar Asset Management LLC 3.75% Add +0.2% 30,791 $7.8M
Pacific Sage Partners, LLC 1.31% Reduce -6.5% 30,765 $7.8M
LifeSteps Financial, Inc. 5.03% Reduce -3.2% 30,749 $7.8M
Westfuller Advisors, LLC 3.56% Add +46.5% 30,745 $7.8M
Pinkerton Wealth, LLC 0.84% Reduce -3.2% 30,721 $7.8M
Transcendent Capital Group LLC 3.50% Add +2.1% 30,721 $7.8M
Townsend Asset Management Corp. /NC/ 2.78% Reduce -2.5% 30,709 $7.8M
Sensible Money, LLC 2.66% Reduce -1.4% 30,699 $7.8M
One Charles Private Wealth Services, LLC 2.05% Reduce -0.6% 30,698 $7.8M
1900 Wealth Management LLC 0.53% Reduce -4.0% 30,670 $7.8M
Ceera Investments, LLC 2.44% Reduce -7.7% 30,662 $7.8M
Clarus Wealth Advisors 3.45% Reduce -5.1% 30,259 $7.8M
Kentucky Trust Co 4.22% Reduce -0.3% 30,656 $7.8M
Values Added Financial LLC 3.47% Add +2.8% 30,639 $7.8M
Triangle Securities Wealth Management 1.76% Add +22.9% 30,601 $7.8M
GKV Capital Management Co., Inc. 3.07% Add +78.1% 30,564 $7.8M
Alesco Advisors, LLC, An ESL Co 0.21% Add +4.8% 30,545 $7.8M
Shira Ridge Wealth Management 3.29% Add +2.5% 30,481 $7.8M
Front Street Capital Management, Inc. 1.20% Reduce -1.1% 30,480 $7.8M
Beaton Management Co. Inc. 3.52% Reduce -0.3% 30,432 $7.7M
JNBA Financial Advisors 0.70% Reduce -0.9% 30,413 $7.7M
Shepherd Kaplan Krochuk, LLC 6.35% Add +0.1% 30,367 $7.7M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 5.14% Add +145.1% 28,629 $7.7M
Farrell Financial LLC 4.83% Reduce -0.4% 30,269 $7.7M
Grey Fox Wealth Advisors, LLC 1.57% Add +1.4% 30,257 $7.7M
Catalina Capital Group, LLC 4.74% Add +0.4% 30,206 $7.7M
Financial Strategies Group, Inc. 1.46% Reduce -27.5% 28,549 $7.7M
Bowman & Co S.C. 3.25% Add +1.0% 30,131 $7.7M
Saranac Partners Ltd 1.61% Add +10.8% 30,132 $7.7M
Hudson Capital Management LLC 2.10% Add +2.6% 30,094 $7.7M
Edge Financial Advisors LLC 3.43% Reduce -0.9% 30,063 $7.7M
Betterment LLC 0.02% Reduce -4.1% 30,056 $7.7M
Kingstone Capital Partners Texas, LLC 4.44% Add +0.1% 30,045 $7.7M
Comprehensive Financial Consultants Institutional, Inc. 2.37% Add +0.8% 30,037 $7.6M
LWM Advisory Services, LLC 4.46% Add +3.1% 30,022 $7.6M
Boit C F David 3.46% No change 30,002 $7.6M
Great Waters Wealth Management 0.90% Reduce -3.6% 29,991 $7.6M
Mitchell & Pahl Private Wealth, LLC 3.20% Reduce -0.8% 29,989 $7.6M
Fonville Wealth Management LLC 1.72% Add +0.9% 29,989 $7.6M
Benchmark Financial Wealth Advisors, LLC 2.30% Add +6.8% 29,977 $7.6M
Davies Financial Advisors, Inc. 6.18% Reduce -4.4% 29,879 $7.6M
Tilia Fiduciary Partners, Inc. 4.40% Reduce -7.1% 29,872 $7.6M
Seascape Capital Management 2.18% Add +0.4% 29,846 $7.6M
Anchor Capital Advisors LLC 0.22% Reduce -0.8% 29,829 $7.6M
Signet Investment Advisory Group, Inc. 3.65% Reduce -5.6% 29,814 $7.6M
Provident Trust Co. 0.13% No change 29,787 $7.6M
Peck Wealth Management, LLC 7.23% — 29,724 $7.6M
Creekmur Asset Management LLC 1.25% Reduce -5.3% 29,721 $7.6M
CM Wealth Advisors LLC 1.99% Reduce -6.3% 29,622 $7.5M
Archer Investment Corp 1.70% Add +0.4% 29,579 $7.5M
WD Rutherford LLC 3.19% Add +1.2% 29,486 $7.5M
Palacios Wealth Management, LLC 4.94% Add +2.8% 29,456 $7.5M
Boyd Watterson Asset Management LLC 2.24% Reduce -11.8% 29,453 $7.5M
Crown Wealth Group, LLC 2.25% Add +4.7% 29,415 $7.5M
Graphene Investments SAS 4.73% No change 29,400 $7.5M
Symphony Financial Services, Inc. 4.03% Reduce -1.4% 29,392 $7.5M
Pettee Investors, Inc. 4.12% No change 29,367 $7.5M
Rothschild Wealth LLC 1.63% Add +5.2% 29,367 $7.5M
Oxinas Partners, LLC 4.00% Reduce -11.5% 29,318 $7.5M
Strategic Family Wealth Counselors, L.L.C. 1.92% Reduce -5.6% 29,288 $7.5M
Kessler Investment Group, LLC 3.20% Add +8.0% 29,259 $7.5M
Comprehensive Financial Planning, Inc. 5.10% Reduce -1.6% 29,253 $7.4M
Prudent Man Advisors, LLC 2.75% Reduce -13.7% 28,775 $7.4M
First County Bank 3.80% Add +0.4% 29,219 $7.4M
Schear Investment Advisers, LLC 3.31% Reduce -0.0% 29,167 $7.4M
Curran Financial Partners, LLC 1.47% Add +2.2% 29,164 $7.4M
Accel Wealth Management 2.15% Reduce -1.5% 29,090 $7.4M
Morey & Quinn Wealth Partners, LLC 5.45% Reduce -0.5% 29,050 $7.4M
Chesapeake Asset Management LLC 6.55% Reduce -0.6% 29,037 $7.4M
Petix & Botte Co 1.70% Reduce -6.0% 28,990 $7.4M
Windsor Capital Management, LLC 2.04% Add +0.1% 28,961 $7.4M
TPG Financial Advisors, LLC 2.75% Reduce -1.0% 28,960 $7.4M
Auxier Asset Management LLC 1.03% Add +0.8% 28,956 $7.4M
Vaughan David Investments LLC 0.16% Reduce -2.7% 28,949 $7.4M
Alliance Wealth Management Group 1.64% Reduce -3.9% 28,932 $7.4M
Mayfair Advisory Group, LLC 3.16% Reduce -0.9% 28,927 $7.4M
Schneider Downs Wealth Management Advisors, LP 0.87% Add +6.2% 28,918 $7.4M
Crew Capital Management, Ltd 4.93% Reduce -1.7% 28,905 $7.4M
ELCO Management Co., LLC 3.84% Reduce -3.2% 28,869 $7.4M
First Affirmative Financial Network 3.46% Add +3.1% 28,856 $7.3M
Hengehold Capital Management LLC 0.63% Add +2.5% 28,852 $7.3M
Spartan Planning & Wealth Management 5.74% New 28,850 $7.3M
Ahl Investment Management, Inc. 5.02% Reduce -4.5% 28,840 $7.3M
Home Federal Bank of Tennessee 1.96% Reduce -0.0% 28,826 $7.3M
Syntax Research, Inc. 4.72% Add +0.1% 28,825 $7.3M
Sachetta, LLC 2.73% Reduce -0.3% 28,817 $7.3M
Great Diamond Partners, LLC 1.42% Reduce -0.3% 28,810 $7.3M
RW Investment Management LLC 0.76% Reduce -6.2% 28,807 $7.3M
Widmann Financial Services, Inc. 4.61% Add +1.3% 28,807 $7.3M
Leslie Global Wealth, LLC 3.44% Add +1.1% 28,804 $7.3M
PCA Investment Advisory Services Inc. 2.71% Add +1.8% 28,788 $7.3M
Boyce & Associates Wealth Consulting, Inc. 5.99% Add +196.3% 28,750 $7.3M
Firethorn Wealth Partners, LLC 2.88% Add +10.9% 28,730 $7.3M
Shorepoint Capital Partners LLC 1.45% — 28,724 $7.3M
Five Oceans Advisors 2.69% Reduce -4.9% 28,692 $7.3M
InvesTrust 2.68% Reduce -1.3% 28,691 $7.3M
Ascent Capital Management, LLC 5.83% Add +0.7% 28,675 $7.3M
Griffith & Werner, Inc. 3.78% — 27,090 $7.3M
HWG Holdings LP 1.85% Reduce -3.6% 28,660 $7.3M
Morse Asset Management, Inc 1.47% Add +25.4% 28,658 $7.3M
Pin Oak Investment Advisors Inc. 5.21% Reduce -0.5% 28,651 $7.3M
Evelyn Partners Investment Management (Europe) Ltd 2.52% Reduce -2.6% 28,593 $7.3M
Vickerman Investment Advisors, Inc. 1.47% Add +6.9% 28,513 $7.3M
Cypress Capital, LLC 2.08% Reduce -1.6% 28,509 $7.3M
Total Investment Management Inc. 0.94% Reduce -0.6% 28,484 $7.3M
Plotkin Financial Advisors, LLC 3.58% No change 28,466 $7.2M
U S Wealth Group, Llc. 4.73% Add +11.4% 28,428 $7.2M
Landaas & Co. /Wi 1.64% Reduce -1.2% 28,417 $7.2M
Avantra Family Wealth, Inc. 5.41% Reduce -0.5% 28,398 $7.2M
Westshore Wealth, LLC 2.47% Add +2.3% 28,395 $7.2M
Heritage Wealth Management, Inc. 4.93% Reduce -3.9% 28,369 $7.2M
1858 Wealth Management, LLC 5.07% Reduce -4.3% 28,338 $7.2M
Barton Investment Management 0.73% Reduce -1.6% 28,329 $7.2M
44 Wealth Management LLC 2.45% Add +16.7% 28,325 $7.2M
Exchange Bank 5.00% Add +5.5% 28,292 $7.2M
Rf&l Wealth Management, LLC 4.23% Reduce -0.0% 28,279 $7.2M
Blue Square Asset Management, LLC 3.14% Add +19.2% 28,274 $7.2M
New Republic Capital, LLC 2.21% Add +3.9% 28,258 $7.2M
Blueprint Financial Advisors LLC 1.55% Add +89.1% 28,235 $7.2M
Barrett & Company, Inc. 2.46% Reduce -8.5% 28,235 $7.2M
Long Run Wealth Advisors, LLC 1.41% Reduce -13.2% 28,229 $7.2M
Kennedy Capital Management LLC 0.16% Reduce -80.8% 28,217 $7.2M
Cascade Investment Group, Inc. 4.76% Reduce -4.4% 28,216 $7.2M
W.H. Cornerstone Investments Inc. 4.38% Reduce -1.4% 28,211 $7.2M
MGB Wealth Management, LLC 2.03% Reduce -2.4% 28,186 $7.2M
ODonnell Financial Services, LLC 2.55% Reduce -9.4% 28,176 $7.2M
Hourglass Capital, LLC 1.61% Reduce -0.1% 28,172 $7.2M
Birch Financial Group, LLC 4.21% Add +11.1% 28,061 $7.1M
Almanack Investment Partners, LLC. 1.10% Reduce -53.1% 28,055 $7.1M
Mayport, LLC 1.55% Add +5.9% 28,013 $7.1M
Piar LLC 5.08% Reduce -8.2% 27,890 $7.1M
Sentinel Pension Advisors, LLC 1.13% Add +0.2% 27,873 $7.1M
Investment Research Partners LLC 3.19% — 26,301 $7.1M
Austin Wealth Management, LLC 1.11% Reduce -4.3% 27,434 $7.1M
Bell Investment Advisors, Inc 1.16% Reduce -1.3% 27,832 $7.1M
Maridea Wealth Management LLC 1.10% Add +44.5% 27,001 $7.1M
Bank of Marin 5.00% Add +0.8% 27,751 $7.1M
Dunhill Financial, LLC 2.37% Add +5.4% 27,740 $7.1M
Next Capital Management LLC 2.35% Reduce -37.1% 27,703 $7.1M
Figure 8 Investment Strategies LLC 6.28% Reduce -1.6% 27,684 $7.0M
Evergreen Private Wealth LLC 2.86% Add +3.3% 27,683 $7.0M
Cranbrook Wealth Management, LLC 1.41% Add +10.1% 27,679 $7.0M
MWA Asset Management 3.89% Add +3.3% 27,648 $7.0M
Summit Wealth & Retirement Planning, Inc. 1.73% Reduce -2.3% 27,629 $7.0M
Rockbridge Investment Management, LCC 0.69% Add +0.4% 27,606 $7.0M
Correct Capital Wealth Management 1.29% Reduce -4.7% 27,588 $7.0M
Factor Wealth Management LTD 1.76% Reduce -0.2% 27,583 $7.0M
Byrne Financial Freedom, LLC 3.49% Reduce -23.7% 27,571 $7.0M
ICW Investment Advisors LLC 2.55% Add +6.7% 27,499 $7.0M
SFI Advisors, LLC 4.46% Reduce -0.5% 27,489 $7.0M
KFG Wealth Management, LLC 1.01% Reduce -1.1% 27,460 $7.0M
North Berkeley Wealth Management, LLC 5.51% Reduce -9.5% 27,433 $7.0M
Taylor & Morgan Wealth Management, LLC 4.29% Add +0.1% 27,426 $7.0M
WMG Financial Advisors, LLC 2.33% Reduce -4.2% 27,410 $7.0M
Retirement Capital Strategies 2.68% Reduce -0.3% 27,409 $7.0M
Farnam Financial LLC 5.42% Add +92.3% 27,378 $7.0M
Abacus Wealth Partners, LLC 1.00% Reduce -10.5% 27,374 $7.0M
Richardson Financial Services Inc. 4.32% Add +5.3% 27,373 $7.0M
Chapman Financial Group, LLC 4.82% Add +5.2% 27,364 $7.0M
Bigelow Investment Advisors, LLC 2.81% Reduce -13.7% 27,346 $7.0M
Blue Bell Private Wealth Management, LLC 1.06% Reduce -3.8% 27,341 $7.0M
Prostatis Group LLC 1.74% Add +4.4% 27,310 $7.0M
Pine Ridge Advisers LLC 0.48% Reduce -2.9% 27,305 $7.0M
Northwest Capital Management Inc 7.31% Reduce -33.0% 27,297 $7.0M
Baxter Bros Inc. 0.80% Add +38.9% 27,277 $6.9M
Burt Wealth Advisors 1.70% Reduce -1.6% 27,257 $6.9M
Fortitude Advisory Group L.L.C. 3.72% Reduce -6.0% 27,210 $6.9M
Beam Wealth Advisors, Inc. 1.89% Reduce -2.5% 27,195 $6.9M
Stamos Capital Partners, L.P. 1.31% Reduce -20.9% 27,171 $6.9M
Colton Groome Financial Advisors, LLC 2.12% Add +1.9% 27,148 $6.9M
Magnolia Capital Management Ltd. 5.30% Add +1.6% 27,147 $6.9M
Fortem Financial Group, LLC 1.98% Reduce -1.4% 27,134 $6.9M
FFT Wealth Management LLC 1.27% Reduce -1.2% 27,124 $6.9M
Advyzon Investment Management, LLC 1.19% Add +32.1% 27,114 $6.9M
CWC Advisors, LLC. 3.38% Add +0.2% 27,104 $6.9M
NCM Capital Management, LLC 2.68% Reduce -16.7% 27,091 $6.9M
Hartford Funds Management Co LLC 0.59% Reduce -6.0% 27,012 $6.9M
Joseph Group Capital Management 1.94% Add +2.2% 26,995 $6.9M
Quaker Wealth Management, LLC 2.24% Reduce -1.0% 26,993 $6.9M
Partners Wealth Management, LLC 6.78% Add +4.8% 26,988 $6.9M
EdgeRock Capital LLC 1.91% Reduce -15.1% 26,971 $6.9M
Steadtrust LLC 4.65% Add +29.7% 26,970 $6.9M
Fiduciary Wealth Partners, LLC 2.88% Add +145.1% 26,968 $6.9M
BCS Private Wealth Management, Inc. 2.46% Add +12.8% 26,964 $6.9M
Second Line Capital, LLC 1.42% Reduce -0.5% 26,962 $6.9M
Hoxton Planning & Management, LLC 2.21% Add +0.3% 26,928 $6.9M
Orrstown Financial Services Inc. 1.17% Reduce -6.1% 26,924 $6.9M
Affinity Wealth Management LLC 1.00% Add +1.2% 26,780 $6.8M
Sage Advisors, LLC 4.88% Add +0.2% 26,758 $6.8M
M. Kraus & Co 1.90% Reduce -0.2% 26,704 $6.8M
South Plains Financial, Inc. 4.24% Add +8.0% 26,703 $6.8M
Ullmann Wealth Partners Group, LLC 0.74% Add +3.1% 26,701 $6.8M
Francis Financial, Inc. 1.21% Add +12.3% 19,914 $6.8M
MOKAN Wealth Management Inc. 3.41% Reduce -5.7% 26,604 $6.8M
Nautilus Advisors LLC 4.56% Reduce -1.9% 26,602 $6.8M
Dixon Fnancial Services, Inc. 3.08% Add +61.1% 26,576 $6.8M
Forefront Wealth Management Inc. 4.96% Reduce -3.2% 26,573 $6.8M
Wagner Wealth Management, LLC 1.57% Reduce -1.4% 26,562 $6.8M
Karani Asset Management LLC 5.77% Add +10.5% 26,558 $6.8M
Virtue Asset Management LLC 5.68% — 26,536 $6.8M
Cortland Associates Inc. 0.80% Reduce -10.6% 26,497 $6.7M
Regency Capital Management Inc.\DE 3.21% Add +3.8% 26,475 $6.7M
Chapman Investment Management, LLC 4.79% Reduce -25.0% 26,437 $6.7M
Beaird Harris Wealth Management, LLC 0.48% Add +3.4% 26,413 $6.7M
Worth Financial Advisory Group, LLC 3.77% Reduce -1.1% 26,403 $6.7M
APS Management Group, Inc. 5.95% — 26,390 $6.7M
Stillwater Wealth Management Group 4.70% — 26,368 $6.7M
Rossby Financial, LCC 2.23% Add +5.3% 26,279 $6.7M
Warwick Investment Management, Inc. 1.17% Add +6.3% 26,359 $6.7M
Deltec Asset Management LLC 1.11% Reduce -8.0% 26,350 $6.7M
Dash Acquisitions Inc. 1.33% Add +25.1% 24,863 $6.7M
Selective Wealth Management, Inc. 2.15% Add +2.1% 26,092 $6.7M
Aldebaran Financial Inc. 6.68% Add +6.3% 26,235 $6.7M
Pinnacle Family Advisors, LLC 2.91% Add +4.3% 26,207 $6.7M
Beck Capital Management, LLC 1.54% Add +16.3% 26,194 $6.7M
Lakeridge Wealth Management LLC 2.96% Reduce -3.0% 26,194 $6.7M
Total Clarity Wealth Management, Inc. 1.77% Reduce -2.2% 26,176 $6.7M
West Oak Capital, LLC 3.31% Reduce -8.2% 26,168 $6.7M
Delos Wealth Advisors, LLC 4.50% Add +1.9% 26,167 $6.7M
Adamsbrown Wealth Consultants LLC 1.83% Reduce -1.3% 26,146 $6.7M
Butensky & Cohen Financial Security, Inc. 1.85% Add +0.2% 26,140 $6.7M
McGlone Suttner Wealth Management, Inc. 0.93% Add +12.0% 26,136 $6.7M
Tactive Advisors, LLC 1.88% Reduce -4.3% 26,194 $6.6M
Doliver Advisors, LP 1.72% Add +3.3% 26,061 $6.6M
Kampmann Melissa S. 4.83% Reduce -2.5% 26,020 $6.6M
Bank Hapoalim BM 0.85% Reduce -0.6% 26,019 $6.6M
Financial Advisors, LLC 1.17% Add +2.5% 25,976 $6.6M
Mendel Capital Management LLC 3.47% Add +0.4% 25,973 $6.6M
Northern Financial Advisors Inc 3.47% Add +38.6% 25,968 $6.6M
ShoreHaven Wealth Partners, LLC 2.45% Reduce -0.3% 25,963 $6.6M
Baker Tilly Wealth Management, LLC 1.49% Add +6.7% 25,938 $6.6M
Elmwood Wealth Management, Inc. 2.34% Add +16.8% 25,891 $6.6M
Eight 31 Financial, LLC 3.72% Add +8.2% 25,886 $6.6M
Sava Penzisko Drushtvo A.D. Skopje 2.16% — 25,850 $6.6M
Swisher Financial Concepts, Inc. 3.94% Reduce -1.8% 25,832 $6.6M
May Hill Capital, LLC 1.93% Add +12.0% 25,830 $6.6M
Certus Wealth Management, LLC 3.93% Reduce -0.0% 25,807 $6.6M
Pinnbrook Capital Management LP 1.21% New 25,751 $6.6M
Beck Bode, LLC 1.06% Add +383.8% 25,749 $6.6M
WPWealth LLP 1.07% Reduce -0.7% 25,748 $6.6M
American State Bank (Iowa) 3.34% Add +0.5% 25,710 $6.5M
RFG - Bristol Wealth Advisors, LLC 1.89% Reduce -5.1% 25,693 $6.5M
Capital & Planning, LLC 4.04% Add +6.5% 25,682 $6.5M
Park Capital Management, LLC / WI 5.23% Reduce -1.3% 25,663 $6.5M
Plan Group Financial, LLC 1.75% Add +54.8% 25,662 $6.5M
Marshall & Sullivan Inc. 3.03% Add +1.8% 25,646 $6.5M
Financial Management Professionals, Inc. 0.68% Add +23.6% 25,630 $6.5M
Canton Hathaway, LLC 1.25% Reduce -2.8% 25,620 $6.5M
Raelipskie Partnership 2.80% Reduce -1.9% 25,563 $6.5M
Madison Park Capital Advisors, LLC 5.33% Reduce -0.9% 25,508 $6.5M
Runnymede Capital Advisors, Inc. 5.35% Reduce -1.6% 25,499 $6.5M
Westbourne Investments, Inc. 3.10% Add +8.5% 24,004 $6.5M
Lynx Investment Advisory 3.88% Reduce -1.8% 25,477 $6.5M
Bradyco, Inc. 7.35% Reduce -4.9% 25,467 $6.5M
First Bancorp, Inc 3.45% Reduce -3.9% 25,461 $6.5M
InTrack Investment Management Inc 3.87% Add +5.8% 25,457 $6.5M
Point Windward Advisors Inc. 3.07% Reduce -11.7% 25,435 $6.5M
Hidden Cove Wealth Management, LLC 4.28% Add +2.0% 25,424 $6.5M
Check Capital Management Inc. 0.41% Reduce -4.8% 25,395 $6.5M
Demars Financial Group, LLC 2.24% Add +1.6% 25,389 $6.5M
Acorn Wealth Advisors, LLC 2.03% Add +32.8% 25,371 $6.5M
Elser Financial Planning, Inc 7.78% Reduce -3.5% 25,118 $6.5M
Sykon Capital LLC 2.15% Add +67.4% 25,326 $6.4M
Wealthedge Investment Advisors, LLC 2.44% Add +0.6% 25,300 $6.4M
Paragon Financial Partners, Inc. 4.06% Reduce -0.8% 25,240 $6.4M
Court Place Advisors, LLC 1.93% Reduce -0.9% 25,164 $6.4M
Carter Financial Group, INC. 3.86% Reduce -1.3% 25,114 $6.4M
McElhenny Sheffield Capital Management, LLC 1.51% Add +14.0% 25,105 $6.4M
OmniStar Financial Group, Inc. 3.87% Reduce -3.1% 25,103 $6.4M
Park Place Capital Corp 1.35% Reduce -1.4% 25,090 $6.4M
MeadowBrook Investment Advisors LLC 5.58% Reduce -0.5% 25,053 $6.4M
Invera Wealth Advisors, LLC 3.93% Reduce -0.7% 25,030 $6.4M
LVZ, Inc. 0.72% Add +2.1% 25,018 $6.4M
Fuller & Thaler Asset Management, Inc. 0.02% Add +10.0% 25,010 $6.4M
Act Wealth Management, LLC 2.23% Reduce -6.9% 24,943 $6.4M
BankPlus Wealth Management LLC 3.74% Add +6.0% 24,924 $6.3M
Kwmg, LLC 0.56% Add +0.9% 24,916 $6.3M
Sienna Gestion 0.44% Reduce -93.5% 27,327 $6.3M
Arvest Investments, Inc. 0.91% Add +23.4% 24,894 $6.3M
Traub Capital Management LLC 6.27% Reduce -1.4% 24,894 $6.3M
Spahn Wealth & Retirement LLC 3.75% Reduce -1.8% 24,873 $6.3M
Stansberry Asset Management, LLC 0.67% Add +21.1% 24,869 $6.3M
Financial Life Planners 4.25% Reduce -4.8% 24,828 $6.3M
Tennessee Valley Asset Management Partners 0.86% Reduce -5.5% 24,806 $6.3M
Financial Gravity Asset Management, Inc. 1.24% — 24,784 $6.3M
Elm Partners Management LLC 0.32% Add +237.0% 24,783 $6.3M
Trustco Bank Corp. N Y 5.68% Add +0.2% 24,773 $6.3M
Secured Retirement Advisors, LLC 3.52% Add +1.6% 24,746 $6.3M
Benson Investment Management Company, Inc. 2.16% Add +0.5% 24,714 $6.3M
E Fund Management (Hong Kong) Co., Ltd. 3.82% Add +774.7% 24,659 $6.3M
Warm Springs Advisors Inc. 4.77% Reduce -2.9% 24,647 $6.3M
Jackson Thornton Wealth Management, LLC 0.64% Add +18.4% 24,318 $6.3M
Altshuler Shaham Ltd 0.10% Reduce -40.6% 24,596 $6.3M
Topsail Wealth Management, LLC 1.06% Add +2.0% 24,582 $6.3M
Addison Capital Co 1.85% Reduce -0.1% 24,574 $6.3M
FWL Investment Management, LLC 1.63% Reduce -5.2% 24,550 $6.3M
McRae Capital Management Inc. 1.24% Reduce -1.8% 24,544 $6.2M
Addison Advisors LLC 1.45% Add +3.6% 24,539 $6.2M
Mosaic Advisors LLC 15.14% New 24,531 $6.2M
Parvin Asset Management, LLC 5.52% Reduce -1.4% 24,525 $6.2M
Advisory Resource Group 1.12% Reduce -3.6% 24,511 $6.2M
Compass Ion Advisors, LLC 0.60% Add +4.1% 24,509 $6.2M
YANKCOM Partnership 2.80% Add +0.2% 24,458 $6.2M
Financial Connections Group, Inc. 2.43% Reduce -4.3% 24,456 $6.2M
Generation Capital Management LLC 4.50% Add +1.2% 24,430 $6.2M
Phillips Financial Management, LLC 0.41% Add +10.5% 24,412 $6.2M
Cutler Investment Counsel LLC 0.65% Reduce -1.6% 24,403 $6.2M
Morangie Management LLC 5.34% Add +0.2% 24,328 $6.2M
Pure Portfolios Holdings LLC 1.94% Reduce -3.3% 24,326 $6.2M
Schrum Private Wealth Management LLC 4.53% Add +1.4% 24,277 $6.2M
Traveka Wealth, LLC 2.76% Add +4.0% 24,265 $6.2M
PFW Advisors LLC 1.83% Add +6.4% 24,245 $6.2M
Legacy Capital Wealth Partners, LLC 1.34% Reduce -3.9% 24,210 $6.2M
Tairen Capital Ltd 0.67% Reduce -74.1% 24,190 $6.2M
Mountain Capital Investment Advisors Inc. 1.08% Reduce -0.9% 24,067 $6.1M
Lionshead Wealth Management, LLC 4.88% Reduce -0.3% 24,140 $6.1M
Diversified Portfolios, Inc. 0.54% Reduce -2.6% 24,138 $6.1M
North Capital, Inc. 4.75% Add +0.8% 24,117 $6.1M
Verum Partners LLC 1.31% Add +1.2% 24,091 $6.1M
Pathway Financial Advisers, LLC 1.79% Add +0.2% 24,184 $6.1M
DDFG, Inc 1.41% Reduce -0.6% 24,020 $6.1M
Creative Capital Management Investments LLC 1.95% Reduce -0.1% 23,949 $6.1M
Berkshire Money Management, Inc. 0.63% Add +2.5% 23,946 $6.1M
Libra Wealth LLC 1.83% Reduce -38.9% 23,932 $6.1M
Accuvest Global Advisors 3.80% Add +11.4% 23,925 $6.1M
Sather Financial Group Inc 0.33% Reduce -22.8% 23,919 $6.1M
Index Fund Advisors, Inc. 0.29% Add +55.5% 23,870 $6.1M
Cahaba Wealth Management, Inc. 0.44% Reduce -3.1% 23,860 $6.1M
REAP Financial Group, LLC 1.32% Reduce -12.7% 23,799 $6.1M
White Lighthouse Investment Management Inc. 0.92% Reduce -18.6% 23,795 $6.1M
BlackDiamond Wealth Management, LLC 3.30% Reduce -0.4% 23,786 $6.1M
Cannon Advisors, Inc. 4.07% Reduce -1.2% 23,322 $6.1M
Eldridge Investment Advisors, Inc. 1.38% Reduce -3.1% 23,768 $6.1M
Ramirez Asset Management, Inc. 0.84% Reduce -13.6% 23,764 $6.1M
Edgestream Partners, L.P. 0.18% Reduce -77.3% 23,727 $6.0M
Aspire Capital Advisors LLC 1.49% Add +9.4% 23,711 $6.0M
E&G Advisors, LLC 1.40% Reduce -0.8% 23,681 $6.0M
HRC Wealth Management, LLC 2.94% Add +0.0% 23,674 $6.0M
Fruth Investment Management 1.63% Reduce -28.6% 23,671 $6.0M
Marest Capital, LLC 3.66% Add +2.3% 23,650 $6.0M
Truepoint, Inc. 0.14% Add +8.9% 23,627 $6.0M
Robbins Farley 2.50% Add +1.2% 23,626 $6.0M
Steel Grove Capital Advisors, LLC 0.72% No change 29,287 $6.0M
Alpine Bank Wealth Management 0.85% Reduce -0.6% 23,595 $6.0M
MRWM Advisors, LLC 3.42% Reduce -1.5% 23,574 $6.0M
Davis Investment Partners, LLC 2.05% Reduce -0.3% 23,493 $6.0M
Fire Capital Management LLC 3.45% Add +86.2% 23,568 $6.0M
Austin Asset Management Co Inc 1.14% Reduce -1.1% 23,532 $6.0M
Allium Financial Advisors, LLC 4.94% Reduce -6.5% 23,459 $6.0M
Helium Advisors LLC 4.99% Reduce -18.4% 23,455 $6.0M
Corundum Group, Inc. 2.45% Reduce -2.0% 23,455 $6.0M
Beirne Wealth Consulting Services, LLC 1.43% Add +38.7% 23,434 $6.0M
Noble Wealth Management PBC 3.17% — 23,424 $6.0M
Collaborative Wealth Managment Inc. 2.41% Reduce -0.8% 23,423 $6.0M
BHK Investment Advisors, LLC 2.23% Reduce -0.4% 23,422 $6.0M
Tevis Investment Management 3.59% Reduce -0.3% 23,402 $6.0M
Camarda Financial Advisors, LLC 2.20% Add +4.8% 23,402 $6.0M
XTX Topco Ltd 0.31% Reduce -30.9% 23,402 $6.0M
Uptick Partners, LLC 1.56% Add +2.6% 23,395 $6.0M
Red Wave Investments LLC 1.83% Reduce -0.5% 23,394 $6.0M
Ogorek Anthony Joseph /NY/ 1.70% Reduce -0.2% 23,320 $5.9M
Spreng Capital Management, Inc. 2.43% Reduce -2.6% 23,317 $5.9M
J. Team Financial, Inc. 6.01% — 23,281 $5.9M
Wiser Advisor Group LLC 7.37% Reduce -0.8% 23,271 $5.9M
Fairscale Capital, LLC 4.07% Reduce -0.2% 23,268 $5.9M
Seldon Capital LP 2.08% No change 23,268 $5.9M
Uniting Wealth Partners, LLC 1.40% Add +82.5% 23,263 $5.9M
RIA Advisory Group LLC 1.53% Add +9.2% 23,258 $5.9M
Caliber Wealth Management, LLC / KS 0.66% Reduce -63.3% 23,258 $5.9M
Bridgewealth Advisory Group, LLC 1.37% Reduce -5.2% 23,256 $5.9M
Riverbend Wealth Management, LLC 4.13% Add +1.4% 23,228 $5.9M
Gilman Hill Asset Management, LLC 0.92% Add +12.7% 23,136 $5.9M
Tobias Financial Advisors, Inc. 0.89% Add +5.1% 23,129 $5.9M
Quantessence Capital LLC 1.86% New 23,121 $5.9M
Annandale Capital, LLC 1.04% Reduce -2.1% 23,096 $5.9M
Detalus Advisors, LLC 1.52% Reduce -2.8% 23,086 $5.9M
IAM Advisory, LLC 1.32% Add +0.6% 23,060 $5.9M
Iams Wealth Management, LLC 2.35% Add +67.4% 23,046 $5.9M
Mascoma Wealth Management LLC 1.29% Reduce -0.2% 23,012 $5.9M
Luts & Greenleigh Group, Inc. 5.26% Add +0.6% 23,008 $5.9M
Emprise Bank 2.53% Add +5.8% 22,986 $5.9M
DKM Wealth Management, Inc. 4.69% Add +7.8% 22,968 $5.8M
Northstar Advisory Group, LLC 2.39% Reduce -3.7% 22,960 $5.8M
Fiducient Advisors LLC 0.68% Add +15.9% 22,943 $5.8M
Wilkins Investment Counsel Inc. 0.83% Reduce -3.4% 22,918 $5.8M
Cooper/Haims Advisors, LLC 2.73% Reduce -5.9% 22,908 $5.8M
Wincap Financial LLC 4.03% Add +2.9% 22,894 $5.8M
RAM Investment Partners, LLC 1.09% Add +6.1% 22,853 $5.8M
Castle Wealth Management LLC 1.96% Reduce -3.2% 22,818 $5.8M
Walker Asset Management, LLC 3.26% Add +0.7% 22,814 $5.8M
Precedent Wealth Partners, LLC 1.28% Add +0.1% 22,808 $5.8M
Sunburst Financial Group, LLC 1.22% Add +0.2% 22,806 $5.8M
Hofer & Associates. Inc 3.32% Reduce -4.1% 22,784 $5.8M
Finivi Inc. 3.69% Add +1.0% 22,746 $5.8M
Guinness Atkinson Asset Management Inc 2.75% Reduce -7.9% 22,737 $5.8M
Vantage Point Financial LLC 2.24% Add +6.0% 22,713 $5.8M
Frederick Financial Consultants, LLC 3.24% Add +2.7% 22,707 $5.8M
Aberdeen Wealth Management LLC 3.62% No change 22,627 $5.8M
Headinvest, LLC 1.19% Reduce -16.9% 22,619 $5.8M
First National Bank Sioux Falls 1.79% Add +1.0% 22,579 $5.7M
Strata Wealth Advisors, LLC 1.52% Add +0.1% 22,568 $5.7M
Brown Financial Advisors 2.12% Reduce -0.4% 22,545 $5.7M
Northstar Financial Companies, Inc. 5.30% Reduce -1.6% 22,489 $5.7M
Flavin Financial Services, Inc. 4.07% Add +12.5% 22,484 $5.7M
Up Strategic Wealth Investment Advisors LLC 4.29% Reduce -0.8% 22,941 $5.7M
Lion Street Advisors, LLC 1.97% Add +35.6% 38,070 $5.7M
Carmignac Gestion 0.09% Reduce -20.6% 22,394 $5.7M
Virtue Capital Management, LLC 0.91% Reduce -20.8% 25,934 $5.7M
American Capital Advisory, LLC 2.64% Reduce -2.7% 22,357 $5.7M
Pointe Capital Management LLC 2.78% Reduce -0.5% 22,355 $5.7M
Aspen Capital Management, LLC 1.45% Add +1.3% 22,309 $5.7M
Financial Advisory Partners, LLC 1.66% Reduce -1.4% 22,307 $5.7M
Wedge Capital Management L L P 0.10% No change 22,286 $5.7M
SilverOak Wealth Management LLC 0.96% Add +11.8% 22,276 $5.7M
Genus Capital Management Inc. 0.66% Add +5.9% 22,274 $5.7M
Family Capital Management, Inc. 2.71% Add +6.0% 22,250 $5.7M
American Institute for Advanced Investment Management, LLP 3.71% Reduce -1.4% 22,242 $5.7M
Dimension Capital Management LLC 0.82% Add +1.5% 22,240 $5.7M
Legacies Wealth LLC 3.64% Add +1.1% 22,174 $5.6M
Petros Family Wealth, LLC 4.72% Reduce -1.1% 22,153 $5.6M
Capital Planning LLC 1.64% Reduce -1.3% 22,131 $5.6M
Hutner Capital Management Inc. 2.38% Add +10.1% 22,117 $5.6M
Mainsail Asset Management, LLC 2.47% Add +7.7% 22,103 $5.6M
Kendall Capital Management 1.27% Add +1.7% 22,089 $5.6M
Bolthouse Investments, LLC 5.10% No change 22,082 $5.6M
Occudo Quantitative Strategies LP 0.68% Reduce -16.3% 22,076 $5.6M
Emerald Advisors, LLC 0.74% Add +0.1% 22,038 $5.6M
Pinney & Scofield, Inc. 3.48% Reduce -8.4% 22,026 $5.6M
Andrew Hill Investment Advisors, Inc. 4.36% Add +260.8% 22,017 $5.6M
Reliant Investment Partners, LLC 4.39% Reduce -1.7% 21,722 $5.6M
Greenup Street Wealth Management LLC 0.86% Add +157.3% 22,007 $5.6M
Synergy Financial Group, LTD 3.78% Reduce -1.8% 22,001 $5.6M
Deseret Mutual Benefit Administrators 2.36% Add +2.2% 21,994 $5.6M
Primoris Wealth Advisors, LLC 3.56% Reduce -1.5% 21,986 $5.6M
Terra Alpha Investments LLC 5.70% Add +10.0% 21,941 $5.6M
Well Done, LLC 0.95% Reduce -1.3% 21,938 $5.6M
First Citizens Financial Corp 2.76% Add +1.6% 21,933 $5.6M
Rinkey Investments 1.48% Reduce -2.9% 21,880 $5.6M
StrongBox Wealth, LLC 1.88% Reduce -22.8% 21,875 $5.6M
Deane Retirement Strategies, Inc. 2.40% Add +1183.6% 21,872 $5.6M
Caerus Investment Advisors, LLC 2.28% Add +38.9% 21,870 $5.6M
Gerber, LLC 3.49% Reduce -37.2% 21,825 $5.6M
Salvus Wealth Management, LLC 3.10% Reduce -6.0% 21,779 $5.5M
Legacy CG, LLC 1.56% Reduce -0.5% 21,774 $5.5M
Davis-Rea LTD. 1.35% Reduce -64.8% 21,774 $5.5M
Massachusetts Wealth Management 2.75% Add +0.3% 21,758 $5.5M
BXM Wealth LLC 5.24% Add +3.8% 21,742 $5.5M
S.A. Mason LLC 2.44% Add +0.8% 21,740 $5.5M
R.H. Investment Group, LLC 4.80% Reduce -0.1% 21,700 $5.5M
Unique Wealth, LLC 0.81% Reduce -1.5% 21,693 $5.5M
First Financial Group Corp 4.79% Reduce -0.8% 21,692 $5.5M
RS Crum Inc. 1.23% Reduce -2.0% 21,678 $5.5M
Warren Street Wealth Advisors, LLC 1.65% Add +7.1% 21,607 $5.5M
David J Yvars Group 2.95% Reduce -0.1% 21,604 $5.5M
Somerset Group LLC 4.36% Reduce -0.8% 21,602 $5.5M
Arlington Partners LLC 1.90% Reduce -0.3% 21,586 $5.5M
Paradigm Asset Management Co. LLC 1.26% No change 21,546 $5.5M
Private Client Services, LLC 1.83% Reduce -2.5% 21,531 $5.5M
Warther Private Wealth, LLC 1.30% Reduce -13.8% 21,513 $5.5M
Goldstein Advisors, LLC 0.67% Reduce -0.7% 21,494 $5.5M
Commonwealth Financial Services, LLC 0.94% Reduce -1.5% 21,491 $5.5M
Centerpoint Advisory Group 4.26% Reduce -1.4% 21,473 $5.5M
Bey-Douglas LLC 4.05% Reduce -21.0% 21,365 $5.4M
Agp Franklin, LLC 2.65% Add +4.6% 21,363 $5.4M
Wealth Advisors of Iowa, LLC 1.85% Add +1.0% 21,343 $5.4M
Leigh Baldwin & Co., LLC 3.06% Add +0.4% 21,329 $5.4M
WJ Financial Advisors LLC 5.27% — 21,321 $5.4M
Retirement Income Solutions, Inc. 0.93% Add +1.3% 21,315 $5.4M
TPG Advisors LLC 3.57% Reduce -5.6% 21,295 $5.4M
Royal Harbor Partners, LLC 1.84% Reduce -2.8% 21,290 $5.4M
AGH Wealth Advisors, LLC 3.97% Reduce -9.3% 21,280 $5.4M
Richmond Investment Services, LLC 1.01% Add +0.9% 21,271 $5.4M
Dividend Assets Capital, LLC 0.95% Reduce -5.2% 21,268 $5.4M
Outlook Wealth Advisors, LLC 1.35% Reduce -8.3% 21,263 $5.4M
Inspire Advisors, LLC 0.52% Add +1.0% 21,218 $5.4M
LOM Asset Management Ltd 1.65% Add +2.1% 21,208 $5.4M
Proactive Wealth Strategies LLC 2.32% Add +2.8% 21,185 $5.4M
Philip James Wealth Mangement, LLC 0.65% Reduce -0.4% 21,184 $5.4M
SAM Advisors, LLC 1.74% Add +2.1% 21,179 $5.4M
Parsonex Advisory Services, Inc. 3.67% Add +18.3% 21,164 $5.4M
Landscape Capital Management, L.L.C. 0.34% Add +28.0% 21,155 $5.4M
Fullcircle Wealth LLC 1.90% Add +0.6% 19,924 $5.4M
RoundAngle Advisors LLC 4.16% Reduce -1.4% 21,121 $5.4M
J Hagan Capital, Inc. 3.25% Add +1.9% 21,090 $5.4M
Tectonic Advisors LLC 0.29% Reduce -17.7% 21,083 $5.4M
Challenger Wealth Management 4.20% Reduce -9.9% 21,083 $5.4M
Atlatl Advisers LLC 2.13% Add +13.1% 21,074 $5.4M
Berbice Capital Management LLC 3.30% Add +0.1% 21,056 $5.4M
Archvest Wealth Advisors, Inc. 4.78% Reduce -13.1% 21,046 $5.4M
Virginia Wealth Management Group, Inc. 3.09% Add +0.5% 21,041 $5.4M
Unison Asset Management LLC 2.50% No change 21,016 $5.4M
West Paces Advisors Inc. 1.06% Reduce -1.3% 21,014 $5.4M
Viking Fund Management LLC 0.65% No change 21,000 $5.3M
Puff Wealth Management, LLC 8.11% Add +2.4% 20,980 $5.3M
Johnson & White Wealth Management, LLC 2.44% Reduce -0.1% 20,918 $5.3M
Beta Wealth Group, Inc. 2.10% Reduce -4.5% 20,887 $5.3M
Jackson, Grant Investment Advisers, Inc. 1.77% Add +0.1% 20,845 $5.3M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 2.81% Add +8.3% 20,820 $5.3M
White Knight Strategic Wealth Advisors, LLC 4.17% Reduce -5.1% 20,797 $5.3M
Barry Investment Advisors, LLC 1.22% Reduce -4.2% 20,788 $5.3M
Discipline Wealth Solutions, LLC 1.40% Add +30.7% 20,786 $5.3M
TD Capital Management LLC 0.48% Reduce -0.3% 20,781 $5.3M
Murphy, Middleton, Hinkle & Parker, Inc. 2.59% Reduce -3.0% 20,780 $5.3M
Brucke Financial, Inc. 3.10% Add +13.2% 19,561 $5.3M
McClarren Financial Advisors, Inc. 3.23% Reduce -13.4% 18,213 $5.3M
Kearns & Associates LLC 2.80% Add +0.1% 20,743 $5.3M
Cadinha & Co. LLC 0.72% Add +0.1% 20,740 $5.3M
Clarendon Private LLC 4.79% Add +7.0% 20,733 $5.3M
Financial Synergies Wealth Advisors, Inc. 0.53% Reduce -4.8% 20,691 $5.3M
Chung Wu Investment Group, LLC 4.38% Add +12.6% 20,634 $5.3M
Proffitt & Goodson Inc. 0.75% Add +0.1% 20,604 $5.2M
National Wealth Management Group, LLC 1.98% Add +49.5% 20,602 $5.2M
Quantbot Technologies LP 0.14% Reduce -87.7% 20,537 $5.2M
Drake & Associates, LLC 1.09% Add +8.2% 19,325 $5.2M
Red Mountain Financial, LLC 5.29% Add +0.0% 20,484 $5.2M
CJM Wealth Advisers, Ltd. 1.60% Reduce -5.8% 20,459 $5.2M
Indie Asset Partners, LLC 6.93% Reduce -1.8% 20,456 $5.2M
Tandem Capital Management Corp. 2.42% Reduce -0.4% 20,450 $5.2M
Milestone Asset Management Group, LLC 3.28% Add +0.8% 20,449 $5.2M
Arcataur Capital Management LLC 1.53% Add +4.5% 20,444 $5.2M
Center For Asset Management LLC 2.78% Reduce -0.1% 20,434 $5.2M
Fca Corp. 1.44% Add +0.0% 20,413 $5.2M
First Financial Corp. 2.04% Reduce -3.4% 20,409 $5.2M
Saiph Capital, LLC 1.87% Add +2.6% 107,682 $5.2M
Rational Advisors, Inc. 0.54% Add +5.3% 20,397 $5.2M
HERALD INVESTMENT MANAGEMENT Ltd 0.69% No change 20,400 $5.2M
Spectrum Strategic Capital Management, LLC 3.11% Reduce -0.5% 20,373 $5.2M
Vista Investment Partners Ii, LLC 2.42% Reduce -4.8% 20,360 $5.2M
Heartwood Wealth Advisors LLC 0.48% Reduce -1.9% 20,339 $5.2M
Southern Capital Advisors, LLC 2.43% Add +1.1% 20,333 $5.2M
AAF Wealth Management, LLC 2.34% Add +0.2% 20,308 $5.2M
Brooks, Moore & Associates, Inc. 2.62% Reduce -0.9% 20,302 $5.2M
HAP Trading, LLC 1.42% — 20,287 $5.2M
Royal Capital Wealth Management, LLC 3.16% Reduce -0.1% 20,226 $5.2M
Towerpoint Wealth, LLC 2.11% Add +1.4% 20,224 $5.1M
Mascagni Wealth Management, Inc. 3.98% Reduce -1.1% 20,217 $5.1M
Ferguson Shapiro LLC 1.67% Reduce -0.7% 20,212 $5.1M
Peavine Capital, LLC 1.06% No change 20,160 $5.1M
Emerald Advisers, LLC 0.16% Add +15.9% 20,133 $5.1M
Legacy Wealth Asset Management, LLC 1.25% Reduce -1.9% 20,120 $5.1M
Ameliora Wealth Management Ltd. 1.70% Reduce -26.0% 20,100 $5.1M
Carr Financial Group Corp 1.40% Add +5.5% 20,050 $5.1M
Prentice Wealth Management LLC 1.26% Add +1.1% 20,046 $5.1M
BlueChip Wealth Advisors LLC 2.18% Add +7.2% 20,034 $5.1M
Fairtree Asset Management (Pty) Ltd 3.34% Add +39.2% 20,009 $5.1M
Rogco, LP 1.79% Reduce -6.9% 19,980 $5.1M
Hill Island Financial LLC 1.27% Add +1.3% 19,962 $5.1M
Seneca House Advisors 2.05% Add +1.1% 19,943 $5.1M
Meadow Creek Wealth Advisors LLC 3.37% Add +5.5% 20,506 $5.1M
Herbst Group, LLC 3.15% Reduce -9.3% 19,921 $5.1M
Rainier Family Wealth Inc. 4.52% Add +29.3% 19,921 $5.1M
Gould Capital, LLC 3.14% Add +0.8% 19,900 $5.1M
JDM Financial Group LLC 2.12% Add +0.3% 19,889 $5.1M
Narus Financial Partners, LLC 1.38% Add +6.8% 19,871 $5.1M
Brian Low Financial Group, LLC 3.92% Add +15.8% 19,859 $5.1M
Pursue Wealth Partners LLC 2.78% Reduce -0.2% 19,844 $5.1M
Pinnacle Holdings, LLC 1.98% Reduce -0.0% 19,842 $5.1M
FMB Wealth Management 2.14% Add +1.1% 19,815 $5.0M
IMPACTfolio, LLC 2.17% Reduce -2.3% 19,795 $5.0M
Elwood & Goetz Wealth Advisory Group, LLC 0.97% Add +21.0% 19,794 $5.0M
Birchcreek Wealth Management, LLC 2.60% Reduce -4.3% 19,792 $5.0M
Banco de Sabadell, S.A 3.33% Reduce -13.5% 19,769 $5.0M
Wall Street Financial Group, Inc. 3.69% Add +15.3% 19,792 $5.0M
Fairfield, Bush & Co. 2.58% Reduce -2.8% 19,741 $5.0M
Sendero Wealth Management, LLC 0.59% Reduce -0.1% 19,730 $5.0M
Planned Solutions, Inc. 1.74% Add +5.0% 19,718 $5.0M
Pine Harbor Wealth Management, LLC 1.61% Add +2.1% 19,717 $5.0M
Cox Capital Mgt LLC 3.28% Add +31.3% 19,701 $5.0M
GR Financial Group, LLC 1.16% Add +6.2% 19,680 $5.0M
Gibbs Wealth Management 1.13% Reduce -20.7% 19,659 $5.0M
TFB Advisors LLC 1.46% Reduce -35.6% 20,195 $5.0M
Hilltop Wealth Advisors, LLC 2.61% Add +187.2% 19,630 $5.0M
L.M. Kohn & Company 6.01% Reduce -86.5% 19,622 $5.0M
B.O.S.S. Retirement Advisors, LLC 1.19% Add +17.3% 19,621 $5.0M
Independent Wealth Network Inc. 1.61% Add +0.8% 19,581 $5.0M
BlueStem Wealth Partners, LLC 0.57% Add +2.6% 19,577 $5.0M
Peak Financial Management, Inc. 1.32% Reduce -5.5% 19,556 $5.0M
Northeast Financial Group, Inc. 1.24% Add +74.7% 19,552 $5.0M
Sage Investment Counsel LLC 5.51% Reduce -4.8% 19,543 $5.0M
Wealthspan Partners, LLC 1.92% Reduce -1.5% 19,533 $5.0M
Mosaic Financial Group, LLC 3.54% Reduce -0.5% 19,530 $5.0M
Islay Capital Management, LLC 2.88% Reduce -0.4% 19,529 $5.0M
Legacy PCG, LLC 2.98% Reduce -1.3% 19,526 $5.0M
Panoramic Capital Partners, LLC 3.19% Add +3.6% 19,510 $5.0M
FSA Wealth Management LLC 1.82% Reduce -6.7% 19,494 $5.0M
Richard W. Paul & Associates, LLC 1.69% Add +4.0% 19,491 $5.0M
Willner & Heller, LLC 3.80% Reduce -1.6% 19,429 $4.9M
Dupree Financial Group, LLC 1.92% Add +3.2% 19,427 $4.9M
Taylor Financial Group, Inc. 2.84% No change 19,403 $4.9M
Rockingstone Advisors LLC 2.44% Add +0.3% 19,388 $4.9M
BCGM Wealth Management, LLC 1.28% Add +1.6% 19,382 $4.9M
Connective Capital Management, LLC 4.53% No change 19,379 $4.9M
Carson Advisory Inc. 2.66% Add +0.2% 19,378 $4.9M
Shaker Investments LLC 1.97% Add +9.6% 19,370 $4.9M
AA Financial Advisors, LLC 0.97% Reduce -5.3% 19,350 $4.9M
FWG Holdings, LLC 2.13% Reduce -5.2% 18,267 $4.9M
Foresight Capital Management Advisors, Inc. 2.78% Reduce -0.1% 19,345 $4.9M
Wealthstream Advisors, Inc. 0.74% Add +4.3% 19,340 $4.9M
Successful Portfolios LLC 2.87% Reduce -5.2% 19,326 $4.9M
Keyvantage Wealth, LLC 2.06% Add +7.1% 19,314 $4.9M
Florida Financial Advisors, LLC 1.51% Reduce -62.7% 19,249 $4.9M
Melfa Wealth Management, Inc. 2.87% Reduce -4.5% 19,249 $4.9M
Sara-Bay Financial 1.37% Reduce -0.3% 19,249 $4.9M
Kerusso Capital Management LLC 3.01% Reduce -5.3% 19,245 $4.9M
Fogel Capital Management, Inc. 2.27% Reduce -4.1% 19,238 $4.9M
Stableford Capital II LLC 1.77% Reduce -0.6% 19,223 $4.9M
Cumberland Advisors Inc. 1.88% Reduce -0.1% 19,205 $4.9M
Sycomore Asset Management 0.81% No change 21,479 $4.9M
Crumly & Associates Inc. 1.07% Add +0.9% 19,186 $4.9M
KFA Private Wealth Group, LLC 1.39% Reduce -3.5% 19,161 $4.9M
Winebrenner Capital Management LLC 3.50% Reduce -1.5% 19,139 $4.9M
SWP Investment Management LLC 4.78% Add +9.7% 19,108 $4.9M
Hurlow Wealth Management Group, Inc. 1.26% Add +0.1% 19,106 $4.9M
Trust Co of Kansas 2.33% Reduce -52.7% 19,105 $4.9M
a16z Perennial Management, L.P. 0.39% New 19,086 $4.9M
Kirtland Hills Capital Management, LLC 1.92% Add +4.3% 19,074 $4.9M
Collar Capital Management, LLC 3.41% Add +0.7% 19,051 $4.9M
Prospect Financial Services LLC 2.79% Reduce -4.0% 19,045 $4.8M
Ssa Swiss Advisors AG 2.25% Reduce -0.3% 19,028 $4.8M
Summit Wealth Partners, LLC 0.87% Reduce -2.0% 19,033 $4.8M
Three Bridge Wealth Advisors, LLC 1.25% Reduce -34.2% 19,025 $4.8M
McGowan Group Asset Management, Inc. 0.61% Reduce -4.0% 19,021 $4.8M
Obsidian Personal Planning Solutions LLC 1.68% Add +0.8% 17,904 $4.8M
Bright Financial Advisors, Inc. 2.37% Reduce -0.5% 19,008 $4.8M
Sanchez Wealth Management Group 1.07% Reduce -0.9% 18,996 $4.8M
Retirement Guys Formula LLC 1.70% Reduce -14.9% 18,967 $4.8M
Summit Wealth Group, LLC 1.17% Reduce -0.9% 18,954 $4.8M
Waller Financial Planning Group, Inc. 1.11% Reduce -21.3% 18,937 $4.8M
Schulhoff & Co. Inc. 2.06% Add +0.5% 18,936 $4.8M
Wick Capital Partners, LLC 1.15% Add +163.5% 18,904 $4.8M
Encompass More Asset Management 0.93% Reduce -39.4% 18,894 $4.8M
Moment Partners, LLC 0.85% Add +5.8% 18,876 $4.8M
J. Goldman & Co LP 0.18% Reduce -89.1% 18,856 $4.8M
180 GPS Investments IC Ltd 2.79% — 18,833 $4.8M
Kintra Wealth, LLC 2.70% Reduce -20.9% 18,828 $4.8M
Baker Boyer National Bank 1.59% Add +4.5% 18,825 $4.8M
Payden & Rygel 0.40% Reduce -21.0% 18,800 $4.8M
Raleigh Capital Management Inc. 1.82% Add +3.3% 18,799 $4.8M
Running Point Capital Advisors, LLC 1.28% Add +6.9% 18,790 $4.8M
Integrity Wealth Advisors, Inc. 1.72% Add +28.9% 20,392 $4.8M
Ruedi Wealth Management, Inc. 1.34% Reduce -0.4% 18,728 $4.8M
Blankinship & Foster, LLC 1.04% Reduce -11.3% 18,714 $4.8M
Trust Co 0.49% Add +1.9% 18,696 $4.8M
Barnes Wealth Management Group, Inc 2.62% Reduce -0.1% 18,693 $4.8M
PCG Asset Management, LLC 3.82% Reduce -0.7% 18,674 $4.8M
Atlanta Consulting Group Advisors, LLC 1.16% Add +4.3% 18,637 $4.7M
PAX Financial Group, LLC 0.85% Reduce -6.3% 18,597 $4.7M
Firestone Capital Management 1.02% Add +0.2% 18,596 $4.7M
Trace Wealth Advisors, LLC 3.53% Add +5.6% 18,566 $4.7M
Roberts Capital Advisors, LLC 5.25% Reduce -61.9% 18,524 $4.7M
West Financial Advisors, LLC 0.78% Add +1.7% 18,498 $4.7M
Cascade Investment Advisors, Inc. 2.85% Add +0.2% 18,495 $4.7M
Gilbert & Cook, Inc. 0.61% Add +16.3% 18,495 $4.7M
Aua Capital Management, LLC 2.64% No change 18,485 $4.7M
Koss-Olinger Consulting, LLC 0.39% Reduce -5.7% 22,933 $4.7M
Osprey Private Wealth LLC 1.71% Add +96.9% 18,460 $4.7M
Palisades Hudson Asset Management, L.P. 1.70% Reduce -4.4% 18,461 $4.7M
Needham Investment Management LLC 0.33% No change 18,450 $4.7M
Capasso Planning Partners LLC 2.93% Reduce -16.1% 18,447 $4.7M
Finward Bancorp 3.56% Reduce -2.2% 18,420 $4.7M
Consilio Wealth Advisors, LLC 1.54% Add +6.5% 18,387 $4.7M
Sentry LLC 1.16% Reduce -28.0% 18,347 $4.7M
Peoples Bank 2.86% Reduce -0.6% 18,309 $4.7M
Avion Wealth 1.00% Reduce -1.8% 18,309 $4.7M
Prosperity Wealth Management, Inc. 1.58% Reduce -6.0% 18,264 $4.7M
Friday Financial 1.95% Reduce -0.3% 18,243 $4.6M
BCS Wealth Management 1.05% Reduce -27.1% 18,228 $4.6M
KilterHowling LLC 2.58% Reduce -4.7% 18,225 $4.6M
RD Lewis Holdings, Inc. 4.34% Add +2.6% 16,946 $4.6M
Investors Research Corp 0.86% Reduce -3.4% 18,196 $4.6M
G&S Capital LLC 1.71% Add +12.0% 18,191 $4.6M
Sylvest Advisors, LLC 2.49% Reduce -1.3% 18,191 $4.6M
Sutton Place Investors LLC 2.64% Add +2.0% 18,168 $4.6M
Ames National Corp. 2.74% Reduce -0.6% 18,134 $4.6M
Crescent Sterling, Ltd. 4.85% Reduce -6.2% 18,104 $4.6M
Wealth Management Strategies, Inc. 2.28% Reduce -5.8% 18,101 $4.6M
Marshall Investment Management, LLC 2.44% Add +894.8% 18,096 $4.6M
Outfitters Financial LLC 3.72% Reduce -1.4% 18,080 $4.6M
Tidemark, LLC 1.34% Reduce -0.7% 18,072 $4.6M
Core Wealth Advisors, Inc. 1.20% Add +17.5% 18,064 $4.6M
Fielder Capital Group LLC 1.05% Add +4.9% 18,051 $4.6M
Clarity Financial LLC 0.46% Add +10.7% 18,051 $4.6M
Lawson Kroeker Investment Management Inc. 0.84% Reduce -0.7% 18,042 $4.6M
Integrated Quantitative Investments LLC 1.30% Add +4.2% 18,034 $4.6M
Kingdom Financial Group LLC. 2.81% Add +118.9% 18,030 $4.6M
Conservest Capital Advisors, Inc. 0.42% Reduce -0.2% 18,025 $4.6M
Monetta Financial Services Inc. 3.21% Reduce -26.5% 18,000 $4.6M
OV Management LLC 3.88% Add +0.8% 17,952 $4.6M
SHUTTLEWORTH & Co 4.14% — 17,938 $4.6M
Stance Capital LLC 1.67% Add +6.4% 17,915 $4.6M
Abel Hall, LLC 1.84% Add +2.5% 17,915 $4.6M
Intergy Private Wealth, LLC 1.42% Add +8.1% 17,873 $4.6M
Stone Summit Wealth LLC 1.29% Reduce -1.0% 17,858 $4.5M
Turn8 Private Wealth Inc. 3.26% Reduce -1.1% 17,858 $4.5M
Reik & Co., LLC 1.17% No change 17,849 $4.5M
Kraematon Investment Advisors, Inc. 3.89% Reduce -0.6% 17,840 $4.5M
Jacksonville Wealth Management, LLC 3.34% Reduce -2.3% 17,837 $4.5M
Aletheian Wealth Advisors LLC 2.11% Reduce -1.4% 17,822 $4.5M
KDT Advisors, LLC 6.64% Reduce -5.2% 17,812 $4.5M
Meridian Management Co. 1.21% Add +1.1% 17,803 $4.5M
First Pacific Financial 0.63% Reduce -9.4% 17,796 $4.5M
Kera Capital Partners, Inc. 0.68% Add +13.0% 17,775 $4.5M
Ledgewood Wealth Advisors, LLC 2.68% Reduce -3.2% 17,771 $4.5M
1248 Management, LLC 2.55% Reduce -63.4% 17,746 $4.5M
Measured Wealth Private Client Group, LLC 1.22% Reduce -9.9% 17,745 $4.5M
ERn Financial, LLC 0.89% Reduce -14.4% 17,732 $4.5M
Boreal Capital Management LLC 4.33% Reduce -10.2% 17,716 $4.5M
Valtinson Bruner Financial Planning LLC 1.34% Add +0.3% 17,709 $4.5M
Aspetuck Financial Management LLC 3.09% Add +0.3% 17,702 $4.5M
Aerodigm Wealth, LLC 1.90% Add +815.0% 17,642 $4.5M
Gallagher Fiduciary Advisors, LLC 0.17% Reduce -3.2% 17,688 $4.5M
Vienna Asset Management LLC 2.68% Add +3.6% 17,682 $4.5M
United Community Bank 1.39% Add +5.0% 17,672 $4.5M
Fortress Financial Solutions, LLC 4.90% Reduce -0.5% 17,649 $4.5M
Avaii Wealth Management, LLC 1.71% Add +4.0% 17,646 $4.5M
NCP Inc. 3.34% Reduce -0.3% 17,637 $4.5M
Oak Family Advisors, LLC 1.46% Add +1.0% 17,631 $4.5M
Element Pointe Advisors, LLC 0.96% Add +11.6% 17,606 $4.5M
Wolff Financial Management LLC 1.04% Reduce -11.0% 17,570 $4.5M
Athena Investment Management 2.33% Reduce -3.3% 17,537 $4.5M
Campion Asset Management 3.17% Add +0.0% 17,529 $4.5M
Twelve Points Wealth Management LLC 1.11% Reduce -0.0% 17,523 $4.5M
SK Wealth Management, LLC 1.66% Add +24.9% 17,528 $4.5M
Halbert Hargrove Global Advisors, LLC 0.22% Add +7.3% 17,484 $4.5M
Viawealth, LLC 2.43% Add +6.7% 17,475 $4.4M
UG Investment Advisers Ltd. 0.76% New 17,474 $4.4M
Northwest Quadrant Wealth Management, LLC 0.94% Reduce -0.8% 17,458 $4.4M
Custos Family Office, LLC 2.51% Add +2.8% 17,452 $4.4M
Argus Investors' Counsel, Inc. 3.53% Reduce -12.3% 17,446 $4.4M
Barnes Dennig Private Wealth Management LLC 4.77% Add +1.4% 17,434 $4.4M
Worth Asset Management, LLC 1.99% Add +3.0% 17,364 $4.4M
Corps Capital Advisors, LLC 6.68% Add +0.0% 17,322 $4.4M
Great Point Wealth Advisors, LLC 0.83% — 17,318 $4.4M
Main Street Group, LTD 1.41% Add +0.1% 17,312 $4.4M
5th Street Advisors, LLC 2.18% Add +53.0% 17,310 $4.4M
Everest Private Wealth 2.81% Add +2.8% 17,285 $4.4M
4J Wealth Management LLC 2.58% Add +3.1% 17,266 $4.4M
MA Private Wealth 0.74% Reduce -0.8% 17,251 $4.4M
Intellectus Partners, LLC 0.85% Reduce -4.6% 17,231 $4.4M
Sterling Group Wealth Management, LLC 2.17% Reduce -0.2% 17,225 $4.4M
Freemont Management S.A. 3.42% Reduce -76.6% 17,200 $4.4M
Praetorian Wealth Management, Inc. 0.90% Add +0.2% 17,177 $4.4M
PFG Private Wealth Management, LLC 1.95% Add +169.3% 17,166 $4.4M
Integrity Wealth Solutions LLC 1.95% Add +12.2% 17,166 $4.4M
Northwest Financial Advisors 5.61% Reduce -7.9% 17,159 $4.4M
Geometric Wealth Advisors 0.58% Reduce -3.5% 17,152 $4.4M
Farmers & Merchants Trust Co of Chambersburg PA 1.23% Add +5.5% 17,138 $4.4M
Sora Investors LLC 0.40% Reduce -3.3% 17,134 $4.4M
West Bancorporation Inc. 2.42% Add +17.1% 17,119 $4.4M
Community Bank of Raymore 3.02% Add +2.5% 17,111 $4.4M
Alliance Wealth Advisors, LLC 2.18% Add +0.3% 17,100 $4.4M
Cornerstone Select Advisors, LLC 3.20% Add +4.8% 17,097 $4.4M
Mb, Levis & Associates, LLC 1.88% Reduce -14.2% 17,088 $4.4M
Todd Asset Management LLC 0.09% No change 17,066 $4.3M
John G Ullman & Associates Inc. 0.58% Reduce -0.7% 17,058 $4.3M
Sandler Capital Management 1.60% New 17,052 $4.3M
AAFMAA Wealth Management & Trust LLC 1.72% Reduce -1.5% 17,040 $4.3M
CAP Partners, LLC 2.46% Reduce -5.9% 17,025 $4.3M
Heritage Family Offices, LLP 2.02% Reduce -7.9% 17,019 $4.3M
KW Wealth Management LLC 7.38% — 17,004 $4.3M
Pacific Capital Wealth Advisors, Inc. 0.75% Reduce -29.9% 17,000 $4.3M
Loudon Investment Management, LLC 2.26% Reduce -0.0% 16,971 $4.3M
Rainey & Randall Wealth Advisors Inc. 0.72% Add +2.2% 16,968 $4.3M
Single Point Partners, LLC 0.88% Add +10.7% 16,960 $4.3M
Arkos Global Advisors 0.55% Add +18.3% 16,956 $4.3M
CPA Asset Management Group, LLC 1.66% Reduce -6.3% 16,951 $4.3M
Private Capital Management, LLC 0.40% Add +0.0% 16,950 $4.3M
Lansing Street Advisors 1.14% Add +16.0% 16,939 $4.3M
MRA Advisory Group 1.88% Reduce -0.8% 16,938 $4.3M
Magnolia Private Wealth, LLC 3.16% Add +8.0% 16,925 $4.3M
Opus Capital Group, LLC 0.48% Add +1.2% 16,874 $4.3M
Giverny Capital 0.15% Reduce -0.6% 16,875 $4.3M
New Covenant Trust Company, N.A. 4.00% Add +1.6% 16,871 $4.3M
Tableaux LLC 1.72% Reduce -31.2% 16,870 $4.3M
Human Investing LLC 0.63% Add +3.7% 16,849 $4.3M
Navigoe, LLC 2.74% Reduce -0.4% 16,843 $4.3M
IMZ Advisory Inc 1.60% Reduce -0.6% 16,830 $4.3M
Heritage Investment Group, Inc. 0.69% Add +3.0% 16,826 $4.3M
Windsor Advisory Group, LLC 3.79% Add +311.9% 16,818 $4.3M
Financial & Tax Architects, LLC 0.94% Add +18.8% 16,816 $4.3M
Mendel Money Management 1.80% Reduce -4.1% 16,792 $4.3M
Malaga Cove Capital, LLC 1.55% Reduce -1.6% 16,787 $4.3M
Mach-1 Financial Group, LLC 0.68% Add +31.5% 16,702 $4.3M
Integrity Advisory Solutions, LLC 0.68% — 16,702 $4.3M
Syverson Strege & Co 1.02% Add +1.0% 16,675 $4.2M
Jacobson & Schmitt Advisors, LLC 0.73% Add +876.6% 16,670 $4.2M
Rise Advisors, LLC 1.52% Reduce -4.9% 16,666 $4.2M
Amica Retiree Medical Trust 5.79% Reduce -1.6% 16,652 $4.2M
Legal Advantage Investments, Inc. 1.90% Reduce -1.6% 16,599 $4.2M
M.E. Allison & Co., Inc. 2.96% Add +104.2% 16,592 $4.2M
Investors Asset Management of Georgia Inc. /Ga/ 1.80% Reduce -0.1% 16,588 $4.2M
Waterway Wealth Management, LLC 1.01% Add +5.4% 16,587 $4.2M
Private Harbour Investment Management & Counsel, LLC 4.37% Reduce -7.4% 16,586 $4.2M
Lorne Steinberg Wealth Management Inc. 1.02% Add +3.6% 16,557 $4.2M
Nabity-Jensen Investment Management Inc 2.92% Reduce -0.3% 16,545 $4.2M
Gibson Capital, LLC 0.78% Add +48.1% 16,529 $4.2M
MBA Advisors LLC 1.79% Reduce -3.1% 16,496 $4.2M
BAM Wealth Management, LLC 3.25% — 16,495 $4.2M
Paradigm, Strategies in Wealth Management, LLC 2.69% Reduce -6.9% 16,488 $4.2M
Rooted Wealth Advisors, Inc. 1.28% Add +7.1% 16,243 $4.2M
Silver Grove Financial Group, Inc. 3.96% — 16,404 $4.2M
Leibman Financial Services, Inc. 3.17% Add +25.6% 16,401 $4.2M
Boomfish Wealth Group, LLC 2.25% Add +5.4% 16,391 $4.2M
Tradewinds Capital Management, LLC 0.94% Reduce -0.4% 16,367 $4.2M
Sicart Associates LLC 1.13% No change 16,364 $4.2M
First Hawaiian Bank 0.53% Add +0.1% 16,359 $4.2M
Dark Forest Capital Management LP 0.16% Reduce -73.9% 16,358 $4.2M
M3 Advisory Group, LLC 2.60% Reduce -1.8% 16,350 $4.2M
SKY-Mountain Capital Management, Inc. 2.90% Reduce -6.4% 16,093 $4.2M
CKW Financial Group 0.45% Reduce -0.4% 16,269 $4.2M
Regimen Wealth, LLC 1.23% Add +0.1% 16,303 $4.2M
Harvest Investment Services, LLC 0.83% Add +0.1% 16,276 $4.1M
Redmond Asset Management, LLC 1.02% Reduce -5.3% 16,264 $4.1M
Serenus Wealth Advisors, LLC 0.71% Reduce -0.4% 16,264 $4.1M
Motive Wealth Advisors 1.78% Add +0.3% 16,236 $4.1M
Midwest Professional Planners, LTD. 1.01% Add +0.4% 16,231 $4.1M
Guerra Pan Advisors, LLC 2.50% Reduce -0.2% 16,224 $4.1M
CacheTech Inc. 0.83% Add +27.9% 16,221 $4.1M
Atom Investors LP 0.31% New 16,216 $4.1M
Murphy Pohlad Asset Management LLC 1.62% Reduce -2.1% 16,214 $4.1M
Kelly Financial Services LLC 1.07% Reduce -1.9% 16,210 $4.1M
Fortune 45 LLC 2.09% Add +4.9% 16,182 $4.1M
Shilanski & Associates, Inc. 1.09% Reduce -0.3% 16,149 $4.1M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.84% Add +71.0% 16,192 $4.1M
Wrenne Financial Planning LLC 1.76% Reduce -0.5% 16,146 $4.1M
Paladin Advisory Group, LLC 3.20% Reduce -14.1% 16,106 $4.1M
Davidson Kahn Capital Management, LLC 2.28% Reduce -0.9% 16,093 $4.1M
Epiq Partners, LLC 1.99% Add +2.7% 16,061 $4.1M
Triumph Capital Management 1.10% Reduce -23.7% 16,057 $4.1M
Cambridge Financial Group, LLC 1.32% Add +2.9% 16,051 $4.1M
Pinion Investment Advisors, LLC 1.12% Reduce -0.5% 15,547 $4.1M
LeConte Wealth Management, LLC 2.72% Add +31.8% 16,015 $4.1M
Siligmueller & Norvid Wealth Advisors LLC 1.83% Add +366.6% 15,992 $4.1M
Olstein Capital Management, L.P. 0.77% Reduce -38.5% 16,000 $4.1M
Arrowroot Family Office, LLC 1.63% Reduce -5.7% 15,998 $4.1M
GEM Asset Management, LLC 1.93% Reduce -0.4% 15,860 $4.1M
RHS Financial, LLC 2.11% Add +80.7% 15,975 $4.1M
Talisman Wealth Advisors LLC 3.37% Add +0.3% 15,970 $4.1M
Granite Group Advisors, LLC 2.46% Add +3.7% 15,938 $4.1M
Cherrydale Wealth Management, LLC 1.27% Add +8.7% 15,932 $4.1M
Heritage Oak Wealth Advisors LLC 1.50% Add +1.3% 15,917 $4.1M
Holistic Financial Partners 1.66% Add +5.4% 15,890 $4.0M
Acorn Creek Capital LLC 1.53% Add +0.8% 15,882 $4.0M
MBM Wealth Consultants, LLC 1.00% Add +1.0% 15,867 $4.0M
Pacific Point Advisors, LLC 2.36% Add +6.6% 15,865 $4.0M
Redwood Wealth Management Group, LLC 1.71% Reduce -3.1% 15,854 $4.0M
Covenant Partners, LLC 1.14% No change 15,849 $4.0M
Skyline Advisors, Inc. 1.39% Reduce -12.9% 15,846 $4.0M
Birmingham Capital Management Co. Inc. 1.85% Reduce -7.0% 15,842 $4.0M
Gouws Capital LLC 2.22% Reduce -1.6% 15,838 $4.0M
Future Fund LLC 1.42% Add +74.3% 15,810 $4.0M
Bayesian Capital Management, LP 0.82% Reduce -73.2% 15,800 $4.0M
Virtus Wealth Solutions LLC 0.77% Add +1.2% 15,772 $4.0M
Centennial Bank 1.58% Reduce -0.8% 15,764 $4.0M
MFG Wealth Management, Inc. 3.03% Add +17.4% 15,761 $4.0M
Cura Wealth Advisors, LLC 1.54% Add +8.8% 15,757 $4.0M
A&I Financial Services, LLC 1.96% Reduce -1.4% 15,691 $4.0M
Stonehearth Capital Management, LLC 1.55% Reduce -0.1% 15,741 $4.0M
Three Magnolias Financial Advisors, LLC 2.49% Add +5.7% 15,711 $4.0M
Capstone Wealth Management Group, LLC 1.69% Add +15.8% 15,710 $4.0M
Flower City Capital 2.15% Reduce -6.2% 15,710 $4.0M
Medallion Wealth Advisors, LLC 1.42% Add +1.8% 15,680 $4.0M
Elgethun Capital Management 0.72% Reduce -1.5% 15,519 $4.0M
Brown Wealth Management, LLC 1.12% Add +19.2% 15,629 $4.0M
Pathway Financial Advisors LLC 0.53% Add +1.1% 15,626 $4.0M
Tanglewood Legacy Advisors, LLC 1.54% Reduce -0.0% 15,609 $4.0M
Apeiron RIA LLC 0.89% Add +32.7% 15,913 $4.0M
Market Street Wealth Management Advisors LLC 0.63% Add +7.6% 15,594 $4.0M
Mountain Pacific Investment Advisers LLC 0.62% Reduce -15.1% 15,584 $4.0M
Sterling Financial Planning, Inc. 1.25% Reduce -0.2% 15,578 $4.0M
Brogan Financial, Inc. 1.69% Reduce -0.8% 15,577 $4.0M
CCG Wealth Management, LLC 1.87% Add +22.8% 15,560 $4.0M
Davis Capital Management 2.75% — 15,556 $4.0M
Guardian Financial Partners, LLC 1.67% Reduce -5.9% 15,554 $4.0M
Johnson Financial Group, LLC 0.36% Add +5.5% 15,544 $4.0M
Vantage Financial Partners, LLC 0.83% Add +0.7% 15,529 $4.0M
V2 Financial group LLC 2.19% Reduce -1.0% 15,506 $3.9M
Invenio Wealth Partners LLC 1.44% Reduce -15.9% 15,506 $3.9M
Prairie Wealth Advisors, Inc. 1.62% Reduce -2.1% 15,490 $3.9M
Davidson Capital Management Inc. 0.88% Add +8.3% 15,471 $3.9M
DHJJ Financial Advisors, Ltd. 1.33% Reduce -3.4% 15,454 $3.9M
Stevens Capital Partners 1.17% Add +24.2% 15,451 $3.9M
Seven Springs Wealth Group, LLC 0.97% Add +0.3% 15,451 $3.9M
Arq Wealth Advisors, LLC 1.16% Reduce -5.2% 15,444 $3.9M
Global Strategic Investment Solutions, LLC 0.39% Reduce -2.0% 15,433 $3.9M
KERR FINANCIAL PLANNING Corp 5.54% — 14,596 $3.9M
Wealthcare Capital Partners, LLC 1.81% Reduce -0.8% 15,430 $3.9M
New Insight Wealth Advisors 1.48% Reduce -12.8% 15,414 $3.9M
Sage Private Wealth Group, LLC 2.18% Reduce -1.9% 15,390 $3.9M
Axis Wealth Partners, LLC 2.29% Add +41.0% 15,383 $3.9M
Minot DeBlois Advisors LLC 3.55% Reduce -1.0% 15,380 $3.9M
Polen Capital Management LLC 0.01% Add +80.1% 15,355 $3.9M
Coyle Financial Counsel LLC 0.90% Add +9.1% 15,346 $3.9M
Vista Cima Wealth Management LLC 3.25% Reduce -35.4% 15,313 $3.9M
Thrive Capital Management, LLC 1.01% Add +7.7% 15,304 $3.9M
Operose Advisors LLC 0.97% Add +6.5% 15,268 $3.9M
25 LLC 1.32% Add +2.5% 15,247 $3.9M
Valueworks LLC 1.13% Reduce -3.5% 15,223 $3.9M
Arcus Capital Partners, LLC 1.70% Reduce -8.7% 15,218 $3.9M
Constant Guidance Financial LLC 3.09% Reduce -3.5% 15,216 $3.9M
Scarborough Advisors, LLC 0.68% Reduce -0.3% 15,212 $3.9M
RFG Holdings, Inc. 1.00% Add +18.1% 15,174 $3.9M
Latko Wealth Management, Ltd. 1.96% Reduce -1.0% 15,175 $3.9M
Miller Financial Services LLC 4.46% Reduce -1.3% 15,145 $3.9M
Channing Global Advisors, LLC 2.67% Reduce -19.3% 15,140 $3.9M
Aspen Investment Management Inc 1.49% Reduce -6.0% 15,135 $3.9M
Gill Capital Partners, LLC 1.18% Reduce -1.6% 15,128 $3.9M
Grant Street Asset Management, Inc. 0.81% Reduce -1.6% 15,126 $3.9M
FOCUS Wealth Advisors, LLC 1.85% Add +0.4% 15,122 $3.9M
Rialto Wealth Management, LLC 0.99% Reduce -2.5% 15,115 $3.8M
Wulff, Hansen & Co. 3.31% Reduce -2.6% 15,097 $3.8M
PUREfi Wealth, LLC 2.96% Reduce -3.0% 15,091 $3.8M
Kuhn & Co Investment Counsel 3.04% Reduce -23.6% 15,069 $3.8M
Foundation Wealth Management, LLC 2.61% No change 15,069 $3.8M
Maxi Investments CY Ltd 0.80% Reduce -68.7% 15,057 $3.8M
apricus wealth, LLC 2.07% Add +3.5% 15,053 $3.8M
Exit Wealth Advisors, LLC. 2.55% — 15,042 $3.8M
HMS Capital Management, LLC 1.61% Reduce -5.5% 15,029 $3.8M
Wolff Wiese Magana LLC 2.16% Add +1.8% 14,995 $3.8M
AXS Investments LLC 1.20% Add +13.3% 14,992 $3.8M
Lakewood Asset Management LLC 2.31% Reduce -8.6% 14,985 $3.8M
Brady Martz Wealth Solutions, LLC 0.69% Add +0.6% 14,959 $3.8M
Disciplined Investors, L.L.C. 2.71% Add +9.2% 14,959 $3.8M
Sherman Asset Management, Inc. 3.28% No change 14,939 $3.8M
Pension & Wealth Management Advisors, Inc. 1.20% Reduce -2.0% 14,934 $3.8M
Accelerate Investment Advisors LLC 2.59% Add +3.7% 14,933 $3.8M
Tucker Asset Management LLC 1.14% Add +1.1% 14,917 $3.8M
AllSquare Wealth Management LLC 2.00% Reduce -0.7% 14,887 $3.8M
Objectivity Squared, LLC 2.26% Reduce -0.4% 14,877 $3.8M
RCS Financial Planning, LLC 1.68% Reduce -0.5% 14,867 $3.8M
Flow Traders U.S. LLC 0.15% New 14,866 $3.8M
Mowery & Schoenfeld Wealth Management, LLC 6.48% Reduce -1.2% 14,827 $3.8M
Auto-Owners Insurance Co 0.10% Reduce -40.7% 14,818 $3.8M
Denver PWM, LLC 1.18% No change 18,389 $3.8M
Concorde Asset Management, LLC 1.58% — 15,069 $3.8M
Buttonwood Financial Advisors Inc. 1.30% Reduce -0.5% 14,776 $3.8M
Clear Investment Research, LLC 5.03% Add +1.2% 14,756 $3.8M
Mraz, Amerine & Associates, Inc. 0.58% Reduce -5.8% 14,746 $3.8M
Fortune Financial Advisors, LLC 2.82% Add +1.1% 14,741 $3.8M
Golden Road Advisors LLC 2.17% Add +75.2% 14,737 $3.8M
Elevate Capital Advisors, LLC 2.61% Add +5.0% 14,725 $3.7M
DecisionMap Wealth Management, LLC 2.40% Add +0.4% 14,714 $3.7M
Berkeley Capital Partners, LLC 0.89% Reduce -0.6% 14,708 $3.7M
Werlinich Asset Management, LLC 1.86% No change 14,705 $3.7M
MinichMacGregor Wealth Management, LLC 0.73% Add +13.8% 14,704 $3.7M
FSB Premier Wealth Management, Inc. 1.23% Add +8.4% 14,685 $3.7M
Kellett Wealth Advisors, LLC 2.26% Reduce -1.0% 14,682 $3.7M
Aegis Wealth Management LLC 2.00% New 14,675 $3.7M
STAR Financial Bank 2.21% Add +11.7% 14,669 $3.7M
Camden National Bank 0.52% Add +0.2% 14,647 $3.7M
Ulland Investment Advisors, LLC 2.83% Add +1.3% 14,646 $3.7M
Eagle Harbor Asset Management Inc. 3.22% Add +2.0% 14,577 $3.7M
Prevail Innovative Wealth Advisors, LLC 0.72% Reduce -65.8% 14,555 $3.7M
Greenbush Financial Group, LLC 1.42% Add +9.0% 14,496 $3.7M
Capital Squared Financial LLC 3.20% Add +10.7% 14,491 $3.7M
CBIZ Investment Advisory Services, LLC 0.14% Reduce -18.5% 14,489 $3.7M
MN Wealth Advisors, LLC 1.97% Add +2.0% 14,474 $3.7M
Burkett Financial Services, LLC 1.27% Add +0.4% 14,471 $3.7M
Bond & Devick Financial Network, Inc. 1.11% Add +6.8% 14,453 $3.7M
Droms Strauss Advisors Inc. /Mo/ 1.07% Reduce -2.5% 14,452 $3.7M
Rather & Kittrell, Inc. 0.64% Add +22.7% 14,427 $3.7M
Guild Investment Management, Inc. 2.92% No change 14,425 $3.7M
Paragon Capital Management Ltd 0.70% Reduce -24.8% 14,423 $3.7M
Wetzel Investment Advisors, Inc. 1.57% Add +0.0% 14,410 $3.7M
Clientfirst Wealth Management, LLC 2.94% No change 14,402 $3.7M
CGC Financial Services, LLC 1.01% No change 14,346 $3.7M
Orion Investment Co 1.16% No change 14,313 $3.6M
New Wave Wealth Advisors LLC 1.42% Reduce -2.6% 14,309 $3.6M
Neo Ivy Capital Management 0.89% Add +75.4% 14,304 $3.6M
Fjell Capital, LLC 3.20% Reduce -6.9% 14,274 $3.6M
Tributary Capital Management, LLC 0.33% Reduce -12.2% 14,230 $3.6M
Kennicott Capital Management LLC 1.74% No change 14,198 $3.6M
Brendel Financial Advisors LLC 1.85% Reduce -7.8% 14,174 $3.6M
LYNX Capital Group Ltd. 1.67% Reduce -3.0% 14,167 $3.6M
Uhlmann Price Securities, LLC 2.20% Reduce -2.2% 14,157 $3.6M
Eads & Heald Wealth Management 1.72% Reduce -3.3% 14,159 $3.6M
Y.D. More Investments Ltd 0.20% Add +12.2% 14,060 $3.6M
Verus Financial Partners, Inc. 0.34% Reduce -3.3% 14,050 $3.6M
Riverpark Capital Management LLC 6.46% Reduce -15.8% 14,049 $3.6M
Elm3 Financial Group, LLC 2.93% Reduce -6.5% 14,035 $3.6M
Milestones Private Investment Advisors LLC 2.44% Reduce -1.5% 14,024 $3.6M
Able Wealth Management LLC 1.34% Add +9.9% 14,019 $3.6M
LifePlan Investment Advisors, Inc. 1.50% Reduce -1.0% 14,018 $3.6M
Nestegg Advisors, Inc. 3.17% Reduce -3.8% 14,013 $3.6M
AdviceOne Advisory Services, LLC 2.37% Add +2.2% 14,010 $3.6M
Cannon Wealth Management Services, LLC 2.70% Reduce -8.0% 14,004 $3.6M
Hobbs Group Advisors, LLC 1.11% Add +1.5% 14,000 $3.6M
FreeGulliver LLC 1.60% Add +117.4% 13,991 $3.6M
TLWM 0.64% Add +3.9% 13,977 $3.6M
One Degree Advisors Inc 1.09% Reduce -15.1% 13,962 $3.6M
Enzi Wealth 1.25% Reduce -4.0% 14,356 $3.6M
Prudent Man Investment Management, Inc. 1.97% Reduce -0.0% 14,185 $3.6M
Viewpoint Capital Management LLC 1.56% Reduce -1.8% 13,943 $3.6M
Permanent Capital Management, LP 0.66% — 13,939 $3.5M
Matrix Trust Co 0.56% Reduce -1.4% 13,930 $3.5M
Sierra Legacy Group 2.62% Add +0.1% 13,929 $3.5M
Rexford Capital Inc. 2.74% Add +1.7% 13,903 $3.5M
Smith Thornton Advisors LLC 1.86% Add +2.9% 13,901 $3.5M
NBZ Investment Advisors LLC 1.85% Add +22.9% 13,877 $3.5M
Financial Alternatives, Inc 2.14% Add +5.4% 13,858 $3.5M
Curtis Advisory Group, LLC 0.80% Add +10.3% 13,855 $3.5M
Avondale Wealth Management 1.88% Reduce -1.3% 13,845 $3.5M
Warner Group LLC 2.43% — 13,834 $3.5M
Peoples Bank 3.50% Reduce -33.1% 13,824 $3.5M
Entruity Wealth, LLC 2.73% Reduce -0.4% 13,810 $3.5M
Solitude Financial Services 1.20% Reduce -2.5% 13,791 $3.5M
Allegiance Financial Group Advisory Services LLC 0.81% Reduce -4.9% 13,786 $3.5M
Roxbury Financial LLC 3.24% Reduce -1.4% 13,781 $3.5M
Powell Investment Advisors, LLC 1.23% Reduce -4.5% 13,758 $3.5M
Paladin Wealth, LLC 2.54% Reduce -3.9% 13,758 $3.5M
XY Planning Network, Inc. 1.19% No change 17,055 $3.5M
MKT Advisors LLC 1.30% Add +0.8% 13,678 $3.5M
Inkwell Capital LLC 3.56% Reduce -1.3% 13,686 $3.5M
Compass Financial Group, INC 0.52% Reduce -3.7% 13,676 $3.5M
Barings LLC 0.07% Reduce -4.4% 13,663 $3.5M
Capitol Family Office, Inc. 4.22% No change 13,654 $3.5M
Graham Capital Management, L.P. 0.19% Reduce -10.3% 13,654 $3.5M
Lifestyle Asset Management, Inc. 1.19% Add +33.6% 13,652 $3.5M
Northern Capital Management, Inc. 1.89% Reduce -0.4% 13,651 $3.5M
Payne Capital Management, LLC 1.12% Add +31.2% 13,640 $3.5M
Ade, LLC 1.75% Reduce -0.6% 13,635 $3.5M
Chicago Wealth Management, Inc. 1.51% Add +0.1% 13,625 $3.5M
Affinity Investment Advisors, LLC 2.34% Reduce -1.0% 13,603 $3.5M
Verity Asset Management, Inc. 1.13% Add +67.4% 13,602 $3.5M
Washburn Capital Management, Inc. 1.93% Reduce -9.0% 13,600 $3.5M
Tealwood Asset Management Inc. 1.40% Add +34.4% 13,583 $3.5M
Orin Green Financial, LLC 1.38% Add +2.4% 13,536 $3.4M
Fieldview Capital Management, LLC 0.56% Reduce -66.0% 13,531 $3.4M
Baer Investment Advisory LLC 4.31% Add +3.3% 13,528 $3.4M
Keb Asset Management, LLC 0.77% Reduce -0.1% 13,522 $3.4M
Sage Capital Management, LLC 1.55% Add +0.1% 13,516 $3.4M
Sonoma Private Wealth LLC 4.11% Reduce -0.1% 13,507 $3.4M
Fenimore Asset Management Inc 0.07% No change 13,481 $3.4M
Compass Advisory Group LLC 0.96% Add +0.2% 13,479 $3.4M
McCarter Private Wealth Services LLC 1.75% Add +0.7% 13,458 $3.4M
Colony Family Offices, LLC 0.89% No change 13,448 $3.4M
EWG Elevate Inc. 1.07% Add +3.6% 13,443 $3.4M
CogentBlue Wealth Advisors, LLC 2.33% Add +29.8% 13,430 $3.4M
Dodds Wealth, LLC 0.85% Add +0.0% 13,417 $3.4M
Scharf Investments, LLC 0.09% Reduce -1.9% 13,414 $3.4M
Laidlaw Wealth Management LLC 8.14% Add +0.3% 13,405 $3.4M
Ping Capital Management, Inc. 2.05% Reduce -21.6% 13,400 $3.4M
BOCHK Asset Management Ltd 0.90% Add +282.9% 13,400 $3.4M
First City Capital Management, Inc. 1.84% Reduce -1.2% 13,396 $3.4M
RMG Wealth Management LLC 0.48% Add +0.9% 13,080 $3.4M
Gsa Capital Partners LLP 0.28% Reduce -81.3% 13,348 $3.4M
Wallace Capital Management Inc. 0.42% Reduce -2.1% 13,335 $3.4M
Flagship Wealth Advisors, LLC 1.12% Reduce -0.8% 13,328 $3.4M
Harvey Investment Co. LLC 0.36% No change 13,327 $3.4M
WealthCollab, LLC 1.56% Add +6.9% 13,316 $3.4M
Greater Midwest Financial Group, LLC 2.19% Reduce -49.4% 13,314 $3.4M
REDW Wealth LLC 1.28% Reduce -5.6% 13,304 $3.4M
Forza Wealth Management, LLC 1.30% Add +5.5% 13,293 $3.4M
Kaufman Rossin Wealth, LLC 1.85% Add +17.4% 13,285 $3.4M
MorganRosel Wealth Management, LLC 0.87% Reduce -6.0% 13,250 $3.4M
Clear Point Advisors Inc. 2.62% Add +15.9% 13,238 $3.4M
Moisand Fitzgerald Tamayo, LLC 0.40% Reduce -0.1% 13,235 $3.4M
Net Worth Advisory Group 0.97% Reduce -73.7% 13,212 $3.4M
Menard Financial Group LLC 2.26% Add +2.7% 13,182 $3.4M
Saxony Capital Management, LLC 2.21% Add +5.1% 13,162 $3.4M
Financial Symmetry Inc 1.50% Add +8.6% 13,147 $3.3M
Wealth Forward, LLC 1.94% Add +2.0% 13,130 $3.3M
Peak Retirement Planning, Inc. 0.94% Add +4.9% 13,126 $3.3M
Hutchens & Kramer Investment Management Group, LLC 1.32% Add +1.3% 13,117 $3.3M
Diker Management LLC 2.69% No change 13,107 $3.3M
America First Investment Advisors, LLC 0.62% Add +0.1% 13,077 $3.3M
Sunflower Bank, N.A. 0.81% Reduce -1.9% 13,073 $3.3M
Cherry Tree Wealth Management, LLC 0.73% Reduce -3.0% 13,036 $3.3M
Wood Tarver Financial Group, LLC 0.98% Add +0.7% 13,037 $3.3M
Sciencast Management LP 0.62% Reduce -33.7% 13,032 $3.3M
Atala Financial Inc 2.08% Reduce -0.3% 13,027 $3.3M
Berry Wealth Group, LP 10.82% Reduce -67.3% 13,017 $3.3M
KWB Wealth 0.37% Reduce -4.1% 16,150 $3.3M
Whipplewood Advisors, LLC 2.18% Reduce -20.9% 13,004 $3.3M
Dopkins Wealth Management, LLC 1.40% Add +0.0% 12,990 $3.3M
Client 1ST Advisory Group, LLC 1.10% Add +2.7% 12,977 $3.3M
Tanaka Capital Management Inc. 5.95% — 12,972 $3.3M
Weik Capital Management 1.23% No change 12,959 $3.3M
Peterson Wealth Advisors, LLC 0.49% Add +3.5% 12,855 $3.3M
Hutchinson Financial Advisors, INC 3.24% Add +1.9% 12,942 $3.3M
Adapt Wealth Advisors, LLC 1.22% Add +106.7% 12,931 $3.3M
Nalls Sherbakoff Group, LLC 2.22% Reduce -8.1% 12,931 $3.3M
SMART Wealth LLC 1.24% Add +10.4% 12,926 $3.3M
Old West Investment Management, LLC 0.75% No change 12,914 $3.3M
360 Financial, Inc. 1.06% Add +0.2% 12,905 $3.3M
B&D White Capital Company, LLC 0.42% Reduce -34.9% 12,895 $3.3M
Richmond Brothers, Inc. 2.06% Reduce -2.6% 12,838 $3.3M
Strathmore Capital Advisors, Inc. 1.34% Reduce -1.8% 12,830 $3.3M
Basepoint Wealth LLC 2.31% Add +5.0% 12,823 $3.3M
Townsend & Associates, Inc 0.31% Reduce -9.0% 12,938 $3.3M
Barden Capital Management, Inc. 2.71% Add +1.8% 12,799 $3.3M
Capital Group Investment Management Pte. LTD. 0.55% Add +2.0% 12,798 $3.3M
Riverpoint Wealth Management Holdings, LLC 0.72% Add +0.1% 12,786 $3.3M
OMNI 360 Wealth, Inc. 1.82% Reduce -1.5% 12,770 $3.3M
Dogwood Wealth Management LLC 1.48% Add +0.6% 12,751 $3.2M
Summa Corp. 1.43% Reduce -23.4% 12,750 $3.2M
Muirfield Wealth Advisors LLC 2.40% Reduce -9.9% 12,738 $3.2M
Kondo Wealth Advisors, Inc. 1.31% Add +1.6% 12,730 $3.2M
Veery Capital, LLC 1.02% Add +0.4% 12,730 $3.2M
St. Louis Financial Planners Asset Management, LLC 2.09% Reduce -3.4% 12,729 $3.2M
Defined Financial Planning LLC 2.69% Add +0.1% 12,552 $3.2M
Sterling Manor Financial, LLC 2.04% Add +1.4% 12,719 $3.2M
Vivid Wealth Management, LLC 1.29% Reduce -3.8% 12,719 $3.2M
Christensen, King & Associates Investment Services, Inc. 1.39% Add +11.0% 12,675 $3.2M
Avant Financial Advisors LLC 2.43% Reduce -16.4% 12,668 $3.2M
Stonehage Fleming Financial Services Holdings Ltd 0.09% Reduce -9.7% 12,650 $3.2M
Park Edge Advisors, LLC 0.74% Add +1.8% 12,601 $3.2M
SWAN Capital LLC 1.30% Reduce -2.6% 12,599 $3.2M
Gallacher Capital Management LLC 1.26% Reduce -0.6% 12,563 $3.2M
Cookson Peirce & Co. Inc. 0.13% Reduce -9.8% 12,560 $3.2M
Weinberger Asset Management, Inc 1.16% Add +0.7% 12,544 $3.2M
Crux Wealth Advisors 1.27% Reduce -1.6% 12,538 $3.2M
Bank & Trust Co 2.36% Reduce -0.5% 12,536 $3.2M
Creegan & Nassoura Financial Group, LLC 2.06% Reduce -14.9% 12,531 $3.2M
Apex Wealth Management, LLC 2.28% Add +0.1% 12,525 $3.2M
Macroview Investment Management LLC 2.39% Add +1.0% 12,515 $3.2M
Portfolio Strategies, Inc. 0.37% Reduce -3.0% 12,490 $3.2M
Oldfather Financial Services, LLC 0.99% Add +4.9% 12,465 $3.2M
Elkhorn Partners Limited Partnership 2.15% Reduce -0.3% 12,460 $3.2M
Blake Schutter Theil Wealth Advisors, LLC 3.14% Reduce -1.1% 12,457 $3.2M
Audent Global Asset Management, LLC 2.30% Reduce -62.0% 12,449 $3.2M
LongView Asset Management LLC 2.19% Reduce -26.9% 12,435 $3.2M
Capital Square, LLC 1.61% Reduce -1.7% 12,427 $3.2M
CarsonAllaria Wealth Management, Ltd. 1.65% Reduce -4.3% 12,424 $3.2M
Partners Capital Investment Group, LLP 0.13% Reduce -1.6% 12,423 $3.2M
Mma Asset Management LLC 1.05% Add +45.2% 12,412 $3.2M
Lumbard & Kellner, LLC 1.16% Add +16.4% 12,401 $3.2M
Watershed Private Wealth LLC 1.00% Reduce -1.6% 12,400 $3.2M
Measured Risk Portfolios, Inc. 3.41% Reduce -0.9% 12,393 $3.2M
Grantvest Financial Group LLC 2.18% Reduce -8.7% 12,386 $3.2M
Aigen Investment Management, LP 0.49% Add +255.1% 12,377 $3.2M
International Private Wealth Advisors LLC 1.98% Reduce -1.6% 12,369 $3.1M
Nicholas Investment Partners, LP 0.28% Reduce -8.8% 12,364 $3.1M
Gray Private Wealth, LLC 1.58% Reduce -0.8% 12,337 $3.1M
Systematic Financial Management LP 0.08% No change 12,335 $3.1M
FSC Wealth Advisors, LLC 1.81% Add +0.1% 12,333 $3.1M
Sterling Wealth Management, Inc. 0.95% Add +14.8% 12,321 $3.1M
Commonwealth Retirement Investments LLC 1.07% No change 12,304 $3.1M
Clarity Wealth Development LLC 2.83% Reduce -12.1% 11,639 $3.1M
Redwood Park Advisors LLC 2.33% Reduce -3.7% 12,295 $3.1M
WESPAC Advisors, LLC 1.83% Reduce -1.1% 12,287 $3.1M
Professional Financial Advisors, LLC 0.66% Reduce -0.9% 12,285 $3.1M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.24% Reduce -0.1% 12,267 $3.1M
Integrated Capital Management, LLC 1.37% Reduce -19.1% 11,593 $3.1M
Frazier Financial Advisors, LLC 1.91% Reduce -3.0% 12,237 $3.1M
HTG Investment Advisors, Inc. 1.05% Add +0.5% 12,236 $3.1M
Stephens Consulting, LLC 1.07% Add +18.0% 12,227 $3.1M
Certior Financial Group, LLC 2.11% Reduce -4.3% 12,224 $3.1M
Cardinal Strategic Wealth Guidance 0.84% Reduce -7.2% 12,212 $3.1M
Collective Family Office LLC 0.75% Reduce -3.1% 12,212 $3.1M
Wbi Investments, LLC 0.79% Reduce -1.2% 12,196 $3.1M
Houlihan Financial Resource Group, Ltd. 2.73% Reduce -16.0% 12,196 $3.1M
Breakthru Advisory Services, LLC 2.04% New 12,194 $3.1M
Grace & White Inc. 0.56% No change 12,179 $3.1M
Intelligent Financial Strategies 1.51% Reduce -35.8% 12,162 $3.1M
Endeavor Private Wealth, Inc. 0.96% Add +39.6% 12,138 $3.1M
Gladius Capital Management LP 6.08% Add +12.8% 12,134 $3.1M
City National Bank of Florida 2.04% Add +26.0% 12,117 $3.1M
Catalyst Private Wealth, LLC 1.35% Add +3.7% 12,108 $3.1M
Valued Retirements, Inc. 3.47% No change 14,999 $3.1M
Solutions 4 Wealth, Ltd 4.77% Reduce -0.6% 12,079 $3.1M
Power Wealth Management LLC 1.12% Reduce -4.3% 12,046 $3.1M
TruNorth Capital Management, LLC 0.61% Reduce -12.3% 12,035 $3.1M
Flagstone Financial Management 0.81% Reduce -1.6% 12,017 $3.1M
Requisite Capital Management, LLC 0.51% Add +109.4% 12,011 $3.1M
Keyes, Stange & Wooten Wealth Management, LLC 1.48% Reduce -2.5% 12,004 $3.1M
Glass Jacobson Investment Advisors llc 1.11% Add +0.0% 12,003 $3.1M
Cohen & Steers, Inc. 0.01% Add +9.1% 12,000 $3.1M
Kelman-Lazarov, Inc. 0.45% Add +5.5% 11,989 $3.1M
Sierra Ocean, LLC 2.56% Add +25.7% 11,984 $3.1M
Latitude Advisors, LLC 1.39% Add +2.3% 11,981 $3.1M
Thoma Capital Management LLC 1.75% Reduce -14.2% 11,978 $3.1M
Monte Financial Group, LLC 1.12% Reduce -3.2% 11,978 $3.0M
Fairbanks Capital Management, Inc. 1.65% Reduce -1.4% 11,957 $3.0M
Terra Nova Asset Management LLC 1.92% Add +10.6% 11,952 $3.0M
Pinnacle Wealth Management Group, Inc. 1.56% Reduce -3.1% 11,938 $3.0M
Rosenberg Matthew Hamilton 0.66% Add +0.3% 11,926 $3.0M
Red Cedar Investment Management, LLC 0.36% No change 11,921 $3.0M
Halter Ferguson Financial Inc. 0.74% Reduce -3.2% 11,912 $3.0M
Aspen Wealth Management LLC 0.67% Add +1.0% 11,905 $3.0M
Schorn Wealth LLC 0.93% Reduce -6.2% 11,899 $3.0M
Alliance Wealth Advisors, LLC 0.71% Add +72.7% 11,894 $3.0M
Lakeshore Capital Group, Inc. 2.44% Add +4.2% 11,885 $3.0M
Darwin Wealth Management, LLC 0.96% Add +6.4% 11,868 $3.0M
Richwood Investment Advisors, LLC 2.36% Reduce -0.8% 11,834 $3.0M
Payne Capital LLC 3.05% — 11,825 $3.0M
Autumn Glory Partners, LLC 1.24% Add +5.2% 11,818 $3.0M
Live Oak Investment Partners 1.99% Reduce -1.1% 11,807 $3.0M
OPTIMAS CAPITAL Ltd 1.90% Reduce -82.1% 11,800 $3.0M
Wiser Wealth Management, Inc 0.69% Add +4.5% 11,794 $3.0M
Red Crane Wealth Management, LLC 2.53% Reduce -3.8% 11,792 $3.0M
X-Square Capital, LLC 0.94% Add +0.1% 11,789 $3.0M
Advisory Research Inc. 0.39% Reduce -63.9% 11,785 $3.0M
Shayne & Jacobs, LLC 0.93% Add +0.0% 11,775 $3.0M
Oak Thistle LLC 0.46% Reduce -13.4% 11,753 $3.0M
Renasant Bank 1.90% Add +0.0% 11,748 $3.0M
DiNuzzo Private Wealth, Inc. 0.34% Reduce -2.1% 12,875 $3.0M
Warner Financial, Inc. 1.12% No change 11,727 $3.0M
Portus Wealth Advisors, LLC 2.97% — 11,713 $3.0M
Ariadne Wealth Management, LP 1.33% Add +0.4% 10,914 $3.0M
Birchbrook, Inc. 1.53% Reduce -3.3% 11,633 $3.0M
Bay Capital Advisors, LLC 1.93% Reduce -1.0% 11,632 $3.0M
PTM Wealth Management, LLC 1.77% Reduce -2.9% 11,538 $3.0M
Tenon Financial LLC 1.52% No change 11,673 $3.0M
Momentous Wealth Management, Inc. 1.87% Reduce -7.4% 11,600 $3.0M
Factorial Partners, LLC 2.03% No change 11,600 $3.0M
Steph & Co. 0.90% Add +3.2% 11,600 $3.0M
4WEALTH Advisors, Inc. 2.73% Add +5.2% 11,593 $3.0M
Defined Wealth Management, LLC 1.71% Reduce -0.1% 11,566 $2.9M
Raffa Wealth Management, LLC 0.53% Reduce -5.1% 11,555 $2.9M
Stonebridge Financial Planning Group, LLC 1.10% Reduce -9.2% 11,515 $2.9M
One Plus One Wealth Management, LLC 1.42% Reduce -14.7% 11,494 $2.9M
Blackston Financial Advisory Group, LLC 1.74% Reduce -12.1% 11,475 $2.9M
Penobscot Wealth Management 0.94% Reduce -4.7% 11,474 $2.9M
Precision Wealth Strategies, LLC 0.94% Reduce -2.5% 11,434 $2.9M
Global Wealth Strategies & Associates 0.75% Reduce -3.1% 11,407 $2.9M
Riverstone Advisors, LLC 1.42% Reduce -11.9% 11,406 $2.9M
Maripau Wealth Management LLC 1.46% Reduce -28.5% 11,403 $2.9M
Threadgill Financial, LLC 1.41% Reduce -0.4% 11,401 $2.9M
WorthPointe, LLC 1.09% Reduce -2.8% 11,394 $2.9M
Womack Financial LLC 2.20% Reduce -3.1% 11,393 $2.9M
Retirement Planning Group, LLC / NY 2.17% Add +11.0% 11,369 $2.9M
MFA Wealth Services 2.00% Reduce -0.9% 11,363 $2.9M
WealthCare Investment Partners, LLC 0.94% Add +15.8% 11,326 $2.9M
Maltin Wealth Management, Inc. 1.20% Add +81.7% 11,362 $2.9M
Echo Wealth Management, LLC 1.69% Reduce -52.5% 11,339 $2.9M
TrueWealth Advisors, LLC 0.78% Add +2.6% 11,319 $2.9M
Invested Advisors 4.19% — 11,841 $2.9M
FSA Advisors, Inc. 2.28% Add +29.1% 11,283 $2.9M
Private Wealth Advisors, LLC 1.08% Reduce -3.1% 11,280 $2.9M
Hartmann Taylor Wealth Management, LLC 2.06% Add +1.0% 11,279 $2.9M
Alterna Wealth Management, Inc. 2.36% Reduce -11.5% 11,265 $2.9M
Sharper & Granite LLC 1.03% Reduce -23.8% 11,242 $2.9M
Builder Investment Group Inc. 0.64% Reduce -1.4% 11,223 $2.9M
Eaton-Cambridge Inc. 0.99% Add +0.5% 11,215 $2.9M
Nicholson Wealth Management Group, LLC 1.67% Add +4.9% 11,205 $2.9M
HF Advisory Group, LLC 1.05% Reduce -0.9% 11,201 $2.9M
Cornerstone National Bank & Trust Co 1.16% Add +0.9% 11,186 $2.8M
Legend Financial Advisors, Inc. 1.74% Reduce -0.3% 11,176 $2.8M
Innova Wealth Partners 1.54% Add +13.6% 11,170 $2.8M
Tandem Investment Partners LLC 2.34% Reduce -0.9% 11,166 $2.8M
Wedgewood Investors Inc. 3.11% Reduce -1.4% 11,147 $2.8M
Hickory Point Bank & Trust 2.12% Reduce -0.4% 11,140 $2.8M
Blossom Wealth Management 4.58% No change 11,125 $2.8M
Intrepid Capital Management Inc. 1.39% Reduce -1.2% 11,123 $2.8M
Bright Futures Wealth Management, LLC. 2.23% — 11,123 $2.8M
Second Half Financial Partners, LLC 1.25% Reduce -0.4% 11,122 $2.8M
Tower Wealth Partners, Inc. 1.55% Add +5.4% 11,107 $2.8M
New Perspectives, Inc 1.27% No change 11,100 $2.8M
MRP Capital Investments, LLC 2.43% New 13,771 $2.8M
ETF Portfolio Partners, Inc. 0.75% No change 11,087 $2.8M
NDVR, Inc. 2.35% Reduce -2.8% 11,082 $2.8M
Financial Freedom, LLC 1.41% Add +0.1% 11,079 $2.8M
EDENTREE ASSET MANAGEMENT Ltd 0.68% Reduce -8.6% 11,078 $2.8M
Compass Wealth Management LLC 0.63% Reduce -3.8% 11,068 $2.8M
Clarity Capital Advisors, LLC 1.53% Reduce -10.8% 11,055 $2.8M
Maverick Capital 0.04% Reduce -1.6% 11,051 $2.8M
Motiv8 Investments LLC 1.50% Add +25.9% 11,047 $2.8M
DecisionPoint Financial, LLC 0.66% Add +1.8% 11,002 $2.8M
Members Wealth LLC 1.78% — 10,974 $2.8M
Whitaker-Myers Wealth Managers, LTD. 0.61% Reduce -31.9% 10,972 $2.8M
Cohen Capital Management, Inc. 0.43% Add +0.2% 10,922 $2.8M
PARK CIRCLE Co 2.41% No change 10,900 $2.8M
Powers Advisory Group, LLC 1.10% Add +1.8% 10,885 $2.8M
Sollinda Capital Management LLC 0.76% Reduce -19.5% 10,884 $2.8M
GoalVest Advisory LLC 0.59% Reduce -17.8% 10,868 $2.8M
Freedom Investment Management, Inc. 0.73% Reduce -79.6% 10,861 $2.8M
Sequent Planning LLC 0.78% Add +7.5% 10,851 $2.8M
Ipsen Advisor Group LLC 1.98% Add +1.3% 10,832 $2.8M
Gordian Advisors LLC 1.85% Add +1.1% 10,819 $2.8M
North Forty Two & Co. 2.69% Reduce -7.5% 10,818 $2.8M
SFG Wealth Management, LLC. 1.19% Reduce -12.8% 10,817 $2.8M
ShankerValleau Wealth Advisors, Inc. 0.71% No change 10,810 $2.8M
Vawter Financial, Ltd. 1.25% New 10,801 $2.8M
Sender Co & Partners, Inc. 1.06% Reduce -28.8% 10,794 $2.7M
Lighthouse Financial LLC 1.81% Reduce -2.0% 10,782 $2.7M
Arbor Capital Management Inc. 2.20% Reduce -0.6% 10,684 $2.7M
Roth Financial Partners LLC 0.92% No change 10,765 $2.7M
Leonard Rickey Investment Advisors P.L.L.C. 0.52% Add +3.8% 10,761 $2.7M
Gen-Wealth Partners Inc 0.92% Add +19.2% 10,752 $2.7M
Presper Financial Architects, LLC 1.58% Reduce -14.6% 10,714 $2.7M
Councilor Wealth, LLC 1.26% Add +15.7% 10,688 $2.7M
Delta Global Management LP 0.20% New 10,680 $2.7M
Light Street Capital Management, LLC 0.46% Add +28.9% 10,667 $2.7M
Signature Wealth Management Group 1.05% Add +0.6% 10,663 $2.7M
Ssi Investment Management LLC 1.03% No change 10,656 $2.7M
Benchmark Investment Advisors LLC 1.58% — 10,652 $2.7M
Altiora Financial Group, LLC 0.50% Add +0.4% 10,637 $2.7M
Cassia Capital Partners, LLC 1.48% Add +6.4% 10,634 $2.7M
Canandaigua National Trust Co of Florida 2.14% Reduce -16.2% 10,619 $2.7M
BlueSky Wealth Advisors, LLC 0.36% Add +17.4% 10,610 $2.7M
Uncommon Cents Investing LLC 0.67% Add +0.4% 10,609 $2.7M
SkyView Investment Advisors, LLC 0.34% Add +0.6% 10,605 $2.7M
Hamilton Capital Partners, LLC 1.04% Reduce -81.7% 10,598 $2.7M
ForthRight Wealth Management, LLC 0.78% Add +6.6% 10,596 $2.7M
Prudent Investors Network, Inc. 0.66% Reduce -8.7% 10,594 $2.7M
Franklin, Parlapiano, Turner & Welch, LLC 0.68% No change 10,568 $2.7M
Aspiring Ventures, LLC 0.97% Add +10.8% 10,540 $2.7M
Tolleson Wealth Management, Inc. 0.42% Add +37.0% 10,537 $2.7M
Legacy Financial Group LLC 0.35% Add +2.1% 10,507 $2.7M
Sprinkle Financial Consultants LLC 1.49% Add +3.2% 10,481 $2.7M
EHP Funds Inc. 3.51% New 10,465 $2.7M
Tudor Financial Inc. 1.42% Reduce -0.0% 10,464 $2.7M
GenWealth Group, Inc. 0.50% Reduce -4.5% 10,446 $2.7M
Code Waechter LLC 1.73% Reduce -1.3% 10,725 $2.7M
A. D. Beadell Investment Counsel, Inc. 1.81% Reduce -2.3% 10,437 $2.7M
Strive Asset Management, LLC 1.44% Add +14.3% 10,434 $2.7M
Pilgrim Partners Asia Pte Ltd 1.18% — 10,426 $2.7M
Carrera Capital Advisors 0.48% Add +3.1% 10,421 $2.7M
Forefront Wealth Partners, LLC 0.67% Reduce -5.9% 10,418 $2.7M
Whalen Wealth Management Inc. 1.55% Add +45.1% 10,410 $2.7M
Conrad Siegel Investment Advisors, Inc. 0.56% Add +2.1% 10,406 $2.6M
Allen Wealth Management, LLC 1.79% Reduce -4.5% 10,369 $2.6M
Smart Portfolios, LLC 2.54% Reduce -2.4% 10,349 $2.6M
Prosperity Planning, Inc. 0.99% No change 10,349 $2.6M
Master's Wealth Management Inc. 1.14% Reduce -0.4% 10,342 $2.6M
Access Financial Services, Inc. 0.95% Add +9.8% 10,340 $2.6M
Smart Money Group LLC 0.78% Add +3.7% 10,313 $2.6M
WealthTrust Asset Management, LLC 1.82% Reduce -0.4% 10,312 $2.6M
John Boyer, Inc. 2.62% — 10,306 $2.6M
Trinity Wealth Management, LLC 0.98% Reduce -1.5% 10,309 $2.6M
Flaharty Asset Management, LLC 0.33% Add +2.6% 10,302 $2.6M
Palouse Capital Management, Inc. 1.70% Reduce -0.4% 10,300 $2.6M
Alaska Wealth Advisors, LLC 0.34% Reduce -10.8% 10,298 $2.6M
Pavion Blue Capital, LLC 1.12% No change 10,292 $2.6M
Meredith Wealth Planning 0.83% Add +5.1% 10,291 $2.6M
Chiron Capital Management, LLC 2.24% Reduce -3.1% 10,282 $2.6M
Adams Wealth Management 0.56% Reduce -6.2% 10,280 $2.6M
Pinnacle Wealth Management, LLC 1.77% Reduce -12.3% 10,278 $2.6M
PCG Wealth Advisors, LLC 0.76% Add +1.3% 10,268 $2.6M
Burns Matteson Capital Management, LLC 1.10% Reduce -0.2% 10,256 $2.6M
Pioneer Wealth Management Group 0.84% Add +566.3% 10,254 $2.6M
Camelot Portfolios, LLC 1.55% Reduce -4.5% 10,233 $2.6M
Pinnacle Financial Group, LLC / IL 0.79% Add +1.2% 10,227 $2.6M
Fortitude Financial, LLC 2.14% Reduce -3.1% 25,392 $2.6M
R. W. Roge & Company, Inc. 1.33% Add +144.3% 10,215 $2.6M
Landmark Wealth Management, LLC 1.03% Reduce -1.0% 10,210 $2.6M
Maxele Advisors, LLC 2.24% Reduce -0.4% 10,203 $2.6M
Lake Hills Wealth Management, LLC 1.39% Reduce -2.6% 10,202 $2.6M
Lloyd Advisory Services, LLC. 1.22% Add +2.7% 15,429 $2.6M
Robinson Smith Wealth Advisors LLC 1.86% Reduce -7.5% 10,177 $2.6M
Kirkwood Financial Services 0.96% — 10,163 $2.6M
Kaydan Wealth Management, Inc. 0.74% Reduce -2.1% 10,143 $2.6M
Rik Saylor Financial, Inc. 1.89% Reduce -1.2% 10,127 $2.6M
Cedar Wealth Management, LLC 0.79% Add +30.2% 10,107 $2.6M
Ami Investment Management Inc. 0.60% Reduce -0.8% 10,106 $2.6M
FDx Advisors, Inc. 0.77% Reduce -4.9% 9,514 $2.6M
Napean Trading & Investment Co (Singapore) PTE Ltd 0.50% No change 10,100 $2.6M
Torrey Growth & Income Advisors 0.76% — 10,097 $2.6M
Insight Wealth Partners, LLC 1.14% Add +0.7% 10,092 $2.6M
Forthright Family Wealth Advisory LLC 1.58% Add +0.7% 10,080 $2.6M
Wilkins Miller Wealth Management, LLC 1.59% Reduce -0.3% 10,075 $2.6M
Rebalance, LLC 0.15% Reduce -4.8% 10,073 $2.6M
Blalock Williams, LLC 2.25% Add +23.1% 10,067 $2.6M
Baring Financial LLC 1.75% Reduce -3.5% 10,059 $2.6M
5T Wealth, LLC 1.12% Add +44.5% 10,057 $2.6M
Wealthgarden F.S. LLC 1.82% Reduce -1.8% 9,755 $2.6M
Paradigm Capital Management, LLC 2.57% Reduce -13.2% 10,046 $2.6M
Motley Fool Wealth Management, LLC 0.17% Reduce -3.0% 10,035 $2.6M
Bonfire Financial 1.96% Add +6.8% 10,018 $2.6M
Shakespeare Wealth Management, LLC 0.58% Add +1.6% 10,017 $2.6M
SCP Investment, LP 2.05% No change 10,000 $2.5M
HFG Wealth Management, LLC 1.38% Add +0.6% 9,997 $2.5M
Smith Asset Management Co., LLC 2.17% Add +4.4% 9,931 $2.5M
Vista Investment Management 0.89% Reduce -5.7% 9,991 $2.5M
Nicholson Meyer Capital Management, Inc. 1.96% Reduce -5.7% 9,991 $2.5M
Hobart Private Capital, LLC 0.53% Add +26.6% 9,984 $2.5M
Newton One Investments LLC 0.75% Add +0.1% 9,974 $2.5M
Aspen Wealth Strategies, LLC 1.42% Add +0.1% 9,973 $2.5M
Brand Asset Management Group, Inc. 0.71% Add +0.3% 9,968 $2.5M
Hansen & Associates Financial Group, Inc. 1.06% New 9,216 $2.5M
Thurston, Springer, Miller, Herd & Titak, Inc. 5.02% Reduce -87.8% 9,957 $2.5M
Brightwater Advisory LLC 1.74% Add +6.5% 9,953 $2.5M
Vestia Personal Wealth Advisors 1.35% Add +7.2% 9,954 $2.5M
Plan A Wealth LLC 1.29% Add +2.6% 9,948 $2.5M
Krane Funds Advisors LLC 0.07% Add +6.4% 10,106 $2.5M
Hara Capital LLC 1.49% No change 9,936 $2.5M
Briaud Financial Planning Inc 0.82% Reduce -5.1% 9,914 $2.5M
PACK Private Wealth, LLC 1.19% Add +298.8% 9,910 $2.5M
Smith & Howard Wealth Management, LLC 0.59% Reduce -33.4% 9,905 $2.5M
Reyes Financial Architecture, Inc. 1.71% Add +0.4% 9,898 $2.5M
Oakwell Private Wealth Management, LLC 0.50% Reduce -3.4% 9,865 $2.5M
Instrumental Wealth, LLC 1.76% Add +12.8% 9,246 $2.5M
HT Partners LLC 0.77% Add +1.2% 9,837 $2.5M
Barnes Pettey Financial Advisors, LLC 1.37% Add +39.2% 9,832 $2.5M
Financial Network Wealth Advisors LLC 2.74% Add +1.1% 9,827 $2.5M
Cinctive Capital Management LP 0.13% Reduce -61.8% 9,818 $2.5M
PYA Waltman Capital, LLC 0.67% Reduce -10.8% 9,810 $2.5M
Littlejohn Financial Services, Inc. 1.82% Reduce -23.8% 9,801 $2.5M
Element Squared LLC 1.42% Add +5.5% 9,781 $2.5M
FC Advisory LLC 0.73% Add +0.1% 9,777 $2.5M
Prasad Wealth Partners, LLC 0.69% Add +0.7% 9,761 $2.5M
CMT Capital Markets Trading GmbH 1.03% Add +101.0% 9,750 $2.5M
Credit Industriel Et Commercial 0.56% Reduce -69.5% 9,748 $2.5M
Voisard Asset Management Group, Inc. 0.57% Add +3.4% 9,722 $2.5M
Rezny Wealth Management, Inc. 0.56% Add +0.3% 9,711 $2.5M
Williams & Novak, LLC 1.90% Add +2.6% 9,703 $2.5M
Vested Financial Planning, LLC 2.00% Reduce -9.3% 9,696 $2.5M
Clifford Group, LLC 1.92% Reduce -1.9% 9,678 $2.5M
Howard Bailey Securities, LLC 0.70% Add +3.3% 9,672 $2.5M
1620 Investment Advisors, Inc. 1.68% Reduce -1.7% 9,657 $2.5M
Financial Harvest, LLC 1.66% Reduce -0.6% 9,655 $2.5M
Vermillion Wealth Management, Inc. 0.67% Add +0.5% 9,646 $2.5M
Causey Wealth LLC 1.20% Add +0.0% 9,642 $2.5M
Catalyst Capital Advisors LLC 0.05% Reduce -11.4% 9,642 $2.5M
Wealthcare Capital Management LLC 0.25% Reduce -2.7% 9,636 $2.5M
Forte Asset Management LLC 1.18% Reduce -10.6% 9,633 $2.5M
TCP Asset Management, LLC 0.44% Add +9.1% 9,630 $2.5M
Provident Wealth Management, LLC 0.74% Add +0.2% 9,589 $2.4M
Sonoma Allocations LLC 0.89% — 9,871 $2.4M
Donoghue Forlines LLC 0.75% New 9,575 $2.4M
Objective Capital Management, LLC 2.52% Reduce -0.2% 9,546 $2.4M
Inman Jager Wealth Management, LLC 1.55% Add +4.8% 9,532 $2.4M
Clark & Stuart, Inc 1.73% Reduce -0.6% 9,525 $2.4M
Oliver Luxxe Assets LLC 0.38% Add +9.3% 9,515 $2.4M
Silver Oak Advisory Group, Inc. 1.10% Reduce -2.8% 9,516 $2.4M
Bravias Capital Group, LLC 1.62% Add +7.0% 9,496 $2.4M
Carmel Capital Partners, LLC 1.02% Reduce -20.1% 9,485 $2.4M
MPWM Advisory Solutions, LLC 1.44% Add +0.2% 9,481 $2.4M
RTD Financial Advisors, Inc. 0.29% Reduce -0.9% 9,467 $2.4M
Prospect Financial Group LLC 2.35% Add +0.3% 9,445 $2.4M
Higgins & Schmidt Wealth Strategies LLC 1.21% Add +69.6% 9,429 $2.4M
Panoramic Investment Advisors, LLC 1.35% Reduce -7.0% 9,427 $2.4M
Broadway Wealth Solutions, Inc. 1.34% Add +0.1% 9,404 $2.4M
Axecap Investments, LLC 1.48% Add +63.8% 9,393 $2.4M
Navera Investment Management Ltd. 0.05% Reduce -6.9% 9,394 $2.4M
Brueske Advisory Services, LLC 1.30% Add +11.4% 9,391 $2.4M
OneAscent Wealth Management LLC 0.80% Add +6.6% 9,383 $2.4M
Longfellow Investment Management Co. LLC 0.57% No change 9,379 $2.4M
BCM Advisors, LLC 0.48% Add +0.0% 8,863 $2.4M
Cushing Capital Partners, LLC 1.86% Add +3.5% 9,347 $2.4M
Virtus Advisers, LLC 1.34% Reduce -35.0% 9,344 $2.4M
Miller Investment Management, LP 0.24% Reduce -0.8% 9,339 $2.4M
Ithaka Group LLC 0.41% No change 9,326 $2.4M
Cedar Mountain Advisors, LLC 0.46% Add +10.0% 9,325 $2.4M
AmeriServ Wealth Advisors 1.20% Reduce -11.2% 9,323 $2.4M
Next Level Wealth Planning, LLC 1.34% Add +6.8% 9,321 $2.4M
Balance Wealth Partners LLC 0.59% Add +54.6% 9,318 $2.4M
Abound Financial, LLC 0.95% Reduce -8.8% 9,300 $2.4M
Sard Wealth Management Group, LLC 1.35% Reduce -17.5% 9,278 $2.4M
Koesten, Hirschmann & Crabtree, INC. 1.13% Reduce -1.1% 9,268 $2.4M
DCF Advisers, LLC 0.89% Add +5.7% 9,250 $2.4M
McNaughton Wealth Management, LLC 0.99% Reduce -1.9% 9,240 $2.4M
Presidio Capital Management, LLC 0.83% Add +0.3% 9,238 $2.4M
Nicholas Wealth, LLC. 1.72% Add +11.7% 9,234 $2.4M
Future Financial Wealth Managment LLC 1.48% Reduce -2.8% 9,226 $2.3M
EnRich Financial Partners LLC 0.67% Reduce -0.3% 9,178 $2.3M
Disciplined Investments, LLC 0.93% Add +4.1% 9,175 $2.3M
Harbor Group, Inc. 0.37% Add +0.0% 9,166 $2.3M
Pring Turner Capital Group Inc. 1.42% No change 9,146 $2.3M
Blackstone Inc. 0.01% New 9,144 $2.3M
Fortress Financial Group, LLC 1.78% Add +0.3% 9,141 $2.3M
Sterling Investment Management, LLC 1.40% Reduce -25.9% 9,133 $2.3M
JBGlobal.com LLC 2.36% Add +0.0% 9,116 $2.3M
Phocas Financial Corp. 0.30% Reduce -2.4% 9,100 $2.3M
Base Wealth Management LLC 1.32% Add +4.2% 9,099 $2.3M
Astra Wealth Partners LLC 1.61% Add +12.2% 9,092 $2.3M
Eagle Wealth Strategies LLC 1.15% Reduce -1.0% 9,073 $2.3M
Omega Financial Group, LLC 0.78% Reduce -6.1% 9,069 $2.3M
Flywheel Private Wealth LLC 1.80% Reduce -0.1% 9,061 $2.3M
Sfm, LLC 1.34% Add +12.6% 9,051 $2.3M
IFS Group,LLC 2.03% — 9,020 $2.3M
Baron Capital (BAMCO) 0.01% Reduce -27.6% 9,030 $2.3M
AllGen Financial Advisors, Inc. 0.56% Reduce -0.0% 9,027 $2.3M
Echo45 Advisors LLC 1.35% Reduce -1.6% 9,024 $2.3M
Mustard Seed Financial, LLC 1.47% Reduce -13.3% 9,010 $2.3M
Element Wealth, LLC 1.00% Reduce -12.7% 9,006 $2.3M
Viewpoint Investment Partners Corp. 1.25% No change 11,176 $2.3M
Authentikos Wealth Advisory, LLC 1.52% Reduce -3.6% 9,003 $2.3M
Financial Sense Advisors, Inc. 0.47% Add +28.4% 9,002 $2.3M
Strid Group, LLC 0.29% Add +14.0% 8,997 $2.3M
Tripletail Wealth Management, LLC 2.71% Reduce -3.5% 8,920 $2.3M
Corsair Capital Management, L.P. 0.41% No change 8,986 $2.3M
Wealthstar Advisors, LLC 0.90% Reduce -0.5% 8,983 $2.3M
David Kennon Inc 0.82% Reduce -0.5% 8,978 $2.3M
Stanich Group LLC 1.40% Reduce -0.5% 8,975 $2.3M
Divergent Planning, LLC 0.61% Reduce -3.6% 8,850 $2.3M
Carbahal Olsen Financial Services Group, LLC 1.83% Reduce -0.4% 8,962 $2.3M
Granite FO LLC 1.24% No change 8,954 $2.3M
Lauterbach Financial Advisors, LLC 1.15% Reduce -0.7% 8,953 $2.3M
Campbell Deegan Wealth Management, LLC 2.03% Reduce -0.7% 8,920 $2.3M
Tandem Financial, LLC 0.85% Add +6.4% 8,912 $2.3M
Santori & Peters, Inc. 0.81% Add +0.0% 8,904 $2.3M
Pingora Partners LLC 1.51% Reduce -0.1% 8,901 $2.3M
Cypress Financial Planning LLC 0.69% Add +0.4% 8,858 $2.3M
Probity Advisors, Inc. 0.37% Reduce -1.4% 8,848 $2.3M
Marshall & Sterling Wealth Advisors Inc. 1.44% Reduce -2.8% 8,871 $2.3M
Family Office Research LLC 0.98% Reduce -6.9% 8,800 $2.2M
Cynosure Group, LLC 0.24% Reduce -1.1% 8,789 $2.2M
Bruce G. Allen Investments, LLC 1.60% Reduce -0.9% 8,788 $2.2M
Tran Capital Management, L.P. 0.27% Reduce -5.0% 8,770 $2.2M
Stewardship Advisors, LLC 0.53% Reduce -3.8% 8,754 $2.2M
Murphy & Mullick Capital Management Corp 1.65% Add +2.7% 8,480 $2.2M
Wisconsin Wealth Advisors, LLC 2.11% Add +2.0% 8,705 $2.2M
Morton Brown Family Wealth, LLC 0.64% Reduce -4.4% 8,702 $2.2M
Millington Financial Advisors, LLC 1.07% Add +32.3% 8,937 $2.2M
Courage Miller Partners, LLC 0.66% Add +1.7% 8,669 $2.2M
Cunning Capital Partners, LP 1.02% No change 8,640 $2.2M
Rosenblum Silverman Sutton S F Inc. 0.50% No change 8,638 $2.2M
Graney & King, LLC 1.52% Reduce -0.3% 8,608 $2.2M
Johnson Wealth Management, LLC 1.21% — 8,607 $2.2M
Level Financial Advisors 0.62% Reduce -0.1% 8,605 $2.2M
Redwood Financial Network Corp 1.39% Reduce -4.0% 8,600 $2.2M
Keeler Thomas Management LLC 1.00% Reduce -0.4% 8,596 $2.2M
Hudson Portfolio Management LLC 1.94% Reduce -3.3% 8,593 $2.2M
Hughes Financial Services, LLC 0.35% Reduce -3.3% 8,077 $2.2M
Myecfo, LLC 0.99% Reduce -43.1% 8,544 $2.2M
Capstone Wealth Management, LLC 1.67% Add +0.5% 8,537 $2.2M
Rwwm, Inc. 0.15% Add +6.8% 8,528 $2.2M
Kooman & Associates 0.67% Reduce -0.3% 8,511 $2.2M
Mizuho Markets Cayman LP 0.18% New 8,503 $2.2M
17 Capital Partners, LLC 1.17% Add +1.4% 8,474 $2.2M
Alexis Investment Partners, LLC 0.18% Reduce -21.7% 8,469 $2.2M
Penney Financial, LLC 0.96% Add +6.2% 8,451 $2.2M
Arkansas Financial Group, Inc. 0.32% Reduce -0.2% 8,451 $2.2M
Ballew Advisors, Inc 1.20% Reduce -0.8% 8,684 $2.2M
Galilei Investment Office LLP 1.03% No change 8,449 $2.2M
Family Investment Center, Inc. 0.45% Reduce -3.3% 8,448 $2.2M
Armbruster Capital Management, Inc. 0.37% Reduce -5.7% 8,446 $2.2M
Pacific Asset Management, LLC 1.46% Add +37.2% 8,435 $2.1M
Aufman Associates Inc 1.21% Reduce -14.1% 8,424 $2.1M
Impact Investors, Inc 1.41% Add +5.2% 8,413 $2.1M
Delphi Management Inc. 1.99% Reduce -1.1% 8,412 $2.1M
HighMark Wealth Management LLC 0.94% Add +0.8% 8,408 $2.1M
First Fiduciary Investment Counsel, Inc. 0.42% Reduce -0.7% 8,405 $2.1M
GK Wealth Management LLC 1.59% Reduce -6.8% 8,390 $2.1M
Yeomans Consulting Group, Inc. 0.74% Reduce -6.0% 8,352 $2.1M
Swmg, LLC 0.64% Add +18.6% 8,211 $2.1M
Mainstay Capital Management LLC 0.21% Reduce -54.9% 8,370 $2.1M
Genesis Wealth Advisors, LLC 1.50% Add +0.3% 8,358 $2.1M
Bluesphere Advisors LLC 0.97% Reduce -0.2% 8,348 $2.1M
Waterford Advisors, LLC 0.73% Reduce -97.0% 8,343 $2.1M
Fidelity D & D Bancorp Inc. 1.17% Reduce -0.3% 8,341 $2.1M
Hurley Capital, LLC 1.20% Add +45.9% 8,339 $2.1M
ACT Advisors, LLC. 0.86% Add +0.1% 8,320 $2.1M
Insight 2811, Inc. 0.94% Reduce -3.2% 8,317 $2.1M
Keeler & Nadler Financial Planning & Wealth Management 0.78% Add +0.4% 8,314 $2.1M
Retirement Solution LLC 0.50% Reduce -1.1% 8,304 $2.1M
Squire Investment Management Company, LLC 0.69% Add +16.1% 8,304 $2.1M
Copperleaf Capital, LLC 1.01% Reduce -3.1% 8,297 $2.1M
Heck Capital Advisors, LLC 0.16% Add +1.8% 8,295 $2.1M
Lakeside Advisors, INC. 1.34% Reduce -2.1% 8,295 $2.1M
Robinswood Financial LLC 0.70% Add +0.0% 8,294 $2.1M
Quattro Financial Advisors LLC 0.67% Reduce -0.6% 8,290 $2.1M
Wealth Group Ltd 0.49% Reduce -2.0% 8,285 $2.1M
OLIO Financial Planning 0.62% Reduce -1.1% 8,280 $2.1M
True Wealth Design, LLC 0.64% Add +11.1% 8,275 $2.1M
Auour Investments LLC 0.69% No change 8,268 $2.1M
Easterly Investment Partners LLC 0.14% No change 8,267 $2.1M
Brasada Capital Management, LP 0.36% Reduce -6.8% 8,166 $2.1M
Tru Independence Asset Management 2, LLC 1.38% Reduce -2.4% 8,242 $2.1M
Wingate Wealth Advisors, Inc. 1.45% Add +37.1% 8,229 $2.1M
Burr Financial Services, LLC 1.56% Reduce -7.6% 8,228 $2.1M
Driehaus Capital Management LLC 0.01% Add +146.0% 8,210 $2.1M
Verde Capital Management 0.46% Add +19.6% 8,177 $2.1M
PFS Partners, LLC 0.99% Add +0.0% 8,156 $2.1M
New England Capital Financial Advisors LLC 0.88% Add +6.6% 8,147 $2.1M
Wallace Advisory Group, LLC 1.67% Reduce -30.0% 10,106 $2.1M
Guidance Point Advisors, LLC 0.52% Reduce -5.5% 8,135 $2.1M
White Wing Wealth Management 1.28% Add +0.1% 8,063 $2.1M
KDK Private Wealth Management, LLC 2.09% Reduce -8.5% 8,087 $2.1M
WPG Advisers, LLC 1.60% Add +14.1% 8,087 $2.1M
Keener Financial Planning LLC 0.95% Add +58.9% 8,089 $2.1M
Legacy Bridge, LLC 0.86% Reduce -0.1% 8,082 $2.1M
Adalta Capital Management LLC 0.93% Add +59.1% 8,075 $2.1M
Leicht Financial Planning & Wealth Management, Inc. 0.93% No change 8,075 $2.1M
Eubel Brady & Suttman Asset Management Inc. 0.26% Add +0.4% 8,068 $2.1M
Accredited Wealth Management, LLC 1.53% Reduce -99.4% 50 $2.1M
Wealth Advisors Northwest LLC 0.99% Reduce -4.8% 8,039 $2.0M
FinDec Wealth Services, Inc. 2.12% Reduce -1.6% 8,039 $2.0M
Grange Capital, LLC 1.98% Reduce -6.7% 8,036 $2.0M
Holos Integrated Wealth LLC 1.20% No change 8,342 $2.0M
Valtrion Capital Management, LLC 2.19% Add +5.2% 8,010 $2.0M
Woodbridge Co Ltd 0.00% No change 8,000 $2.0M
Aristotle Capital Management, LLC 0.00% No change 8,000 $2.0M
FMA Wealth Management, LLC 1.39% Reduce -8.2% 7,977 $2.0M
BW Gestao de Investimentos Ltda. 0.15% No change 7,966 $2.0M
Capital Investment Services of America, Inc. 0.18% No change 7,954 $2.0M
Rakuten Securities, Inc. 0.75% Reduce -49.1% 7,944 $2.0M
Cobblestone Asset Management LLC 0.92% Add +1.5% 7,915 $2.0M
Strategic Point Investment Advisors, LLC 0.29% Reduce -0.6% 7,911 $2.0M
Capital Advisory Group Advisory Services, LLC 0.63% Reduce -0.9% 7,909 $2.0M
Williams Financial, LLC 2.08% Add +6.2% 7,907 $2.0M
Capital Management Associates 3.00% No change 7,900 $2.0M
Nokomis Capital, L.L.C. 0.73% New 7,900 $2.0M
BG Investment Services, LLC 1.98% Add +8.1% 7,890 $2.0M
Warburton Capital Management, LLC 1.21% Add +5.3% 7,868 $2.0M
Lee Johnson Capital Management, LLC 0.67% Add +1.0% 7,888 $2.0M
RiverGlades Family Offices LLC 1.22% Reduce -3.3% 7,845 $2.0M
TAGStone Capital, Inc. 0.79% Add +0.0% 7,842 $2.0M
Financial Advisory Corp 0.29% Reduce -10.3% 7,841 $2.0M
Quantum Financial Planning Services, Inc. 0.81% Add +14.2% 7,835 $2.0M
Continental Investors Services, Inc. 2.96% Add +1.5% 7,842 $2.0M
Morris Financial Concepts, Inc. 0.72% Add +0.9% 7,805 $2.0M
Donor Advised Charitable Giving, Inc. 0.04% Add +1.2% 7,763 $2.0M
Financial Guidance Group, Inc. 0.89% Add +0.2% 7,762 $2.0M
Holland Advisory Services, Inc. 2.71% Reduce -1.6% 7,748 $2.0M
JFG Wealth Management, LLC 0.39% Add +12.5% 7,746 $2.0M
Bosman Wealth Management, LLC 1.53% No change 7,736 $2.0M
Lowery Thomas, LLC 1.13% Reduce -0.5% 7,716 $2.0M
Marotta Asset Management 0.37% Add +1.6% 7,677 $2.0M
Stephenson & Company, Inc. 1.12% Reduce -0.2% 7,670 $2.0M
Horizon Family Wealth, Inc. 1.12% Reduce -3.7% 7,652 $1.9M
First International Bank of Israel Ltd. 1.10% Add +10.5% 7,637 $1.9M
Asset Allocation Strategies LLC 0.38% Add +2.3% 7,627 $1.9M
Tilson Financial Group, Inc. 0.64% Reduce -0.0% 7,618 $1.9M
Riverwater Partners LLC 0.80% Add +40.8% 7,607 $1.9M
Horrell Capital Management, Inc. 0.81% Reduce -1.8% 7,559 $1.9M
Unique Wealth Strategies, LLC 0.76% Add +4.5% 7,582 $1.9M
Wealth Management Nebraska 0.23% Add +19.4% 7,540 $1.9M
Hopwood Financial Services, Inc. 1.28% Add +4.5% 7,531 $1.9M
Independent Family Office, LLC 0.81% Reduce -4.3% 7,523 $1.9M
Passive Capital Management, LLC. 0.62% Add +2.6% 7,513 $1.9M
Oakland Financial Corp. 32.56% No change 7,500 $1.9M
Good Steward Wealth Advisors,LLC 1.32% Add +9.4% 7,475 $1.9M
Ergawealth Advisors, Inc. 0.89% Reduce -76.5% 7,467 $1.9M
Cannon Financial Strategists, Inc. 0.27% Add +2.3% 7,455 $1.9M
Fiscal Wisdom Wealth Management, LLC 1.80% — 7,340 $1.9M
Boston Partners 0.00% New 7,427 $1.9M
Baron Financial Group, LLC 1.04% Add +29.9% 7,422 $1.9M
Plum Street Advisors, LLC 0.73% Reduce -5.2% 7,419 $1.9M
American National Bank of Texas 1.78% — 7,415 $1.9M
Sippican Capital Advisors 1.24% Add +1.0% 7,383 $1.9M
Horizon Kinetics Asset Management LLC 0.02% Reduce -18.9% 7,347 $1.9M
Valley Forge Investment Consultants Inc. Adv 0.55% Reduce -13.4% 7,344 $1.9M
Napa Wealth Management 0.88% Reduce -0.9% 7,340 $1.9M
Caitlin John, LLC 1.30% Add +2.1% 7,337 $1.9M
ICONIQ Capital, LLC 0.02% Reduce -90.3% 7,327 $1.9M
C M Bidwell & Associates Ltd. 0.90% Reduce -1.6% 7,313 $1.9M
Matthew Goff Investment Advisor, LLC 0.32% Add +4.1% 7,298 $1.9M
Lockerman Financial Group, Inc. 2.33% Add +16.6% 7,250 $1.8M
Matrix Private Capital Group LLC 0.98% Reduce -6.4% 7,234 $1.8M
Orgel Wealth Management, LLC 0.04% No change 7,232 $1.8M
BCK Capital Management LP 1.98% Reduce -27.8% 7,213 $1.8M
Hubbell Strickland Wealth Management, LLC 0.76% Add +0.1% 7,210 $1.8M
Heron Bay Capital Management 0.34% Reduce -1.6% 7,187 $1.8M
Wheelhouse Advisory Group LLC 0.79% Add +10.8% 7,187 $1.8M
Sulzberger Capital Advisors, Inc. 2.04% Reduce -0.0% 7,181 $1.8M
Ascension Capital Advisors, Inc. 0.71% No change 7,181 $1.8M
Truefg, LLC 0.50% Reduce -9.1% 7,164 $1.8M
Unified Investment Management 1.82% Reduce -0.3% 7,159 $1.8M
Shelton Wealth Management, LLC 0.85% Add +2.2% 7,156 $1.8M
Alpha Financial Partners LLC 1.18% Add +17.0% 7,149 $1.8M
Stegent Equity Advisors, Inc. 1.48% Reduce -8.1% 7,141 $1.8M
Kilter Group LLC 0.86% Add +13.7% 7,138 $1.8M
Lionsbridge Wealth Management LLC 1.79% Add +0.4% 7,129 $1.8M
Range Financial Group LLC 0.66% Add +0.9% 7,124 $1.8M
Turim 21 Investimentos Ltda. 0.61% Add +15.4% 7,119 $1.8M
Stonebridge Wealth Management, LLC 1.65% Add +0.3% 7,118 $1.8M
Parker Investment Management, LLC 0.25% Reduce -18.4% 7,112 $1.8M
Tillman Hartley LLC 0.47% Add +51.1% 7,105 $1.8M
Kanen Wealth Management LLC 0.60% No change 7,100 $1.8M
Meridian Financial Advisors, LLC 1.02% Reduce -8.1% 7,095 $1.8M
Entrewealth, LLC 0.93% Reduce -12.1% 7,090 $1.8M
CenterStar Asset Management, LLC 3.43% Add +408.3% 7,081 $1.8M
Newport Capital Group, LLC 1.13% Reduce -1.4% 7,083 $1.8M
Lutz Financial Services LLC 0.13% Add +6.4% 7,078 $1.8M
Cornerstone Advisors Asset Management, LLC 0.31% Add +5.1% 7,069 $1.8M
Coign Capital Advisors LLC 0.99% Reduce -2.5% 7,047 $1.8M
Stone House Investment Management, LLC 0.30% Add +0.9% 7,028 $1.8M
Optivise Advisory Services LLC 1.06% Add +19.1% 7,028 $1.8M
Eagle Bluffs Wealth Management LLC 0.77% Add +1.6% 7,024 $1.8M
Prentiss Smith & Co. Inc. 1.01% No change 7,009 $1.8M
Jordan Park Group LLC 0.10% No change 7,000 $1.8M
Schwartz Investment Counsel Inc. 0.06% Reduce -5.4% 7,000 $1.8M
VAUGHAN & Co SECURITIES, INC. 0.95% Reduce -35.5% 6,996 $1.8M
Stone Run Capital, LLC 0.70% No change 6,980 $1.8M
Beckerman Institutional, LLC 1.05% Add +27.4% 6,972 $1.8M
Mission Hills Financial Advisory, LLC 0.94% Add +0.2% 6,950 $1.8M
Slocum, Gordon & Co LLP 1.41% Add +7.8% 6,948 $1.8M
Voya Financial Advisors, Inc. 0.17% Reduce -4.8% 6,926 $1.8M
GGM Financial LLC 0.89% Reduce -6.6% 6,913 $1.8M
Earnest Partners LLC 0.01% Reduce -0.5% 6,903 $1.8M
Essential Planning, LLC. 0.60% Reduce -1.4% 6,901 $1.8M
Meriwether Wealth & Planning, LLC 1.02% Reduce -3.7% 6,900 $1.8M
Goodman Financial Corp 0.34% No change 6,889 $1.8M
Lifelong Wealth Advisors, Inc. 0.52% Reduce -0.5% 6,887 $1.8M
IAG Wealth Partners, LLC 0.21% Reduce -3.0% 6,884 $1.8M
D. Scott Neal, Inc. 0.81% Add +0.1% 6,882 $1.8M
Mokosak Advisory Group, LLC 0.46% Add +3.4% 6,880 $1.8M
United Financial Planning Group LLC 1.10% — 6,865 $1.7M
Eliot Finkel Investment Counsel, LLC 1.05% Reduce -2.5% 6,860 $1.7M
Hoge Financial Services, LLC 1.00% Add +11.2% 6,849 $1.7M
Cornerstone Wealth Advisors, Inc. 0.42% Add +4.0% 6,839 $1.7M
Highland Financial Advisors, LLC 0.50% Add +6.5% 6,837 $1.7M
Gibson Wealth Advisors LLC 1.24% Add +0.0% 6,832 $1.7M
TSA Wealth Managment LLC 0.59% Add +11.1% 6,829 $1.7M
JRM Investment Counsel, LLC 0.52% Reduce -2.1% 6,811 $1.7M
Seneca Financial Advisors LLC 0.56% Reduce -1.4% 6,791 $1.7M
Binnacle Investments Inc 1.02% Add +2.3% 6,780 $1.7M
Fortis Advisors, LLC 0.98% Reduce -4.5% 6,774 $1.7M
Marshall Financial Group Inc. 0.47% Reduce -2.5% 6,774 $1.7M
Veridan Wealth LLC 0.59% — 6,774 $1.7M
SRH Advisors, LLC 0.50% Add +0.0% 6,765 $1.7M
William Howard & Co Financial Advisors Inc 1.46% Reduce -13.9% 6,733 $1.7M
Walker Financial Services, Inc. 0.66% Reduce -0.1% 6,711 $1.7M
Providence First Trust Co 0.59% Reduce -51.5% 6,703 $1.7M
Persium Advisors, LLC 1.28% Add +2.0% 6,696 $1.7M
Investment Counsel Co. of Nevada 3.47% Reduce -39.2% 6,692 $1.7M
New Century Financial Group, LLC 3.02% Reduce -11.6% 6,664 $1.7M
Tribridge Partners Financial LLC 0.78% Reduce -12.4% 6,595 $1.7M
Prospera Capital Management, LLC 0.82% No change 6,656 $1.7M
Cedar Point Capital Partners, LLC 1.11% Reduce -2.1% 6,650 $1.7M
Silver Oak Wealth Advisors Services, LLC 1.12% Add +6.4% 6,649 $1.7M
Battery Global Advisors, LLC 0.80% Add +0.1% 6,648 $1.7M
Ti-Trust, Inc. 1.06% Add +1.0% 6,643 $1.7M
Biltmore Wealth Management, LLC 0.65% Add +0.1% 6,636 $1.7M
Beacon Harbor Wealth Advisors, Inc. 0.39% Add +6.8% 6,626 $1.7M
Cooper Capital Advisors LLC 1.09% Add +7.8% 6,613 $1.7M
Braun-Bostich & Associates Inc. 1.06% Reduce -3.8% 6,597 $1.7M
Independence Financial Advisors, LLC 0.51% Reduce -0.7% 6,556 $1.7M
Rodgers & Associates, LTD 0.17% Reduce -2.0% 6,551 $1.7M
Prepared Retirement Institute LLC 0.87% Add +0.4% 6,533 $1.7M
Partners in Financial Planning 0.29% No change 6,528 $1.7M
Corundum Trust Company, INC 3.60% Reduce -0.2% 6,527 $1.7M
Connective Portfolio Management, LLC 2.93% New 6,520 $1.7M
Trevian Wealth Management LLC 0.89% Reduce -23.1% 6,516 $1.7M
One River Asset Management, LLC 5.29% New 6,515 $1.7M
One Wealth Capital Management, LLC 0.74% Add +21.4% 6,495 $1.7M
Verus Wealth Management, LLC 1.54% Add +0.0% 6,493 $1.7M
Carolina Wealth Advisors, LLC 0.71% Add +10.5% 6,490 $1.7M
Sirios Capital Management L P 0.21% Reduce -45.8% 6,464 $1.6M
Asset Planning Corporation 0.78% Add +6.6% 6,458 $1.6M
Imprint Wealth LLC 5.26% — 6,457 $1.6M
Hill Investment Group Partners, LLC 0.20% Reduce -5.5% 6,429 $1.6M
Total Wealth Planning, LLC 0.19% Add +22.4% 6,404 $1.6M
POM Investment Strategies, LLC 0.88% Add +2.6% 6,387 $1.6M
Horizon Bancorp Inc. 0.77% Reduce -19.9% 6,379 $1.6M
Essential Partners LLC 0.54% Add +7.8% 6,368 $1.6M
Vermillion & White Wealth Management Group, LLC 0.92% Add +8.5% 6,351 $1.6M
Cottonwood Capital Advisors, LLC 1.18% Reduce -40.5% 6,343 $1.6M
Fortress Wealth Management, Inc. 0.72% Add +1.2% 6,340 $1.6M
WJ Wealth Management, LLC 0.71% Reduce -50.9% 5,970 $1.6M
Elite Life Management LLC 3.29% Add +4.1% 6,467 $1.6M
Broyhill Asset Management, LLC 1.41% No change 6,325 $1.6M
M Wealth Management, LLC 1.41% Reduce -24.1% 6,296 $1.6M
Ehrlich Financial Group 0.95% Reduce -2.3% 6,274 $1.6M
A4 Wealth Advisors LLC 1.35% — 6,270 $1.6M
Hyperion Capital Advisors LP 0.85% Reduce -0.8% 6,248 $1.6M
FWG Investments, LLC. 1.09% Add +2.3% 6,247 $1.6M
Paragon Advisors, LLC 0.41% Reduce -70.7% 6,245 $1.6M
Mason Investment Advisory Services, Inc. 0.08% Add +23.8% 6,238 $1.6M
DBK Financial Counsel, LLC 1.33% Reduce -0.3% 6,236 $1.6M
Yoffe Investment Management, LLC 2.06% No change 6,212 $1.6M
Greenhouse Wealth Management, LLC 0.95% No change 6,207 $1.6M
Mainsail Financial Group, LLC 0.68% Add +4.2% 6,202 $1.6M
Stonekeep Investments, LLC 1.00% Add +0.0% 6,200 $1.6M
North Point Portfolio Managers Corp. 0.26% Reduce -1.0% 6,196 $1.6M
Seaside Wealth Management, Inc. 0.47% Add +0.0% 6,192 $1.6M
Signal Tree Financial Partners LLC 1.25% No change 6,170 $1.6M
denkapparat Operations GmbH 1.00% Reduce -18.1% 6,176 $1.6M
Saudi Central Bank 0.06% Reduce -0.2% 6,165 $1.6M
Advanced Portfolio Management, LLC 4.09% Add +0.8% 6,165 $1.6M
Donald L. Hagan, LLC 0.77% No change 6,158 $1.6M
Pitti Group Wealth Management, LLC 1.33% Reduce -7.7% 6,147 $1.6M
Copia Wealth Management 1.16% Add +11.4% 6,145 $1.6M
Portland Investment Counsel Inc. 0.43% No change 6,134 $1.6M
Boulder Wealth Advisors, LLC 0.73% — 6,131 $1.6M
Heritage Wealth Management, Inc./Texas 0.69% Reduce -9.6% 6,111 $1.6M
Presilium Private Wealth, LLC 0.29% Add +3.3% 6,097 $1.6M
RMR Capital Management, LLC 1.08% No change 6,096 $1.6M
Davis Wealth Advisors, LLC 1.39% Reduce -2.3% 6,090 $1.6M
Grove Street Fiduciary, LLC 0.73% No change 6,084 $1.5M
Columbia Advisory Partners LLC 1.07% Add +4.7% 6,074 $1.5M
Gentry Private Wealth, LLC 1.07% Reduce -1.5% 6,059 $1.5M
JDH Wealth Management, LLC 1.09% Reduce -33.6% 6,057 $1.5M
Silver Lake Advisory, LLC 0.61% Reduce -1.3% 6,053 $1.5M
Wakefield Asset Management LLLP 0.42% No change 6,037 $1.5M
Avid Wealth Partners LLC 0.76% Add +10.2% 6,036 $1.5M
TABR Capital Management, LLC 1.05% Reduce -6.1% 6,038 $1.5M
Aurdan Capital Management, LLC 0.49% Add +29.9% 6,032 $1.5M
Phillips Wealth Planners LLC 1.27% Add +22.7% 5,982 $1.5M
Websterrogers Financial Advisors, LLC 0.46% Reduce -2.7% 6,026 $1.5M
MBE Wealth Management, LLC 0.66% Add +2.9% 6,022 $1.5M
Beacon Wealthcare LLC 0.54% Add +17.8% 6,016 $1.5M
Covestor Ltd 0.84% Add +2.1% 6,009 $1.5M
McNamara Financial Services, Inc. 0.28% Add +0.0% 6,006 $1.5M
Compton Financial Group, LLC 0.37% Add +0.0% 6,003 $1.5M
Altrius Capital Management Inc 0.35% Reduce -2.7% 6,001 $1.5M
Sheridan Capital Management, LLC 0.81% Add +2.3% 6,000 $1.5M
Mork Capital Management, LLC 1.05% No change 6,000 $1.5M
Alternative Investment Advisors, LLC. 0.69% Add +1.9% 5,996 $1.5M
Lesa Sroufe & Co 1.23% Add +0.0% 5,990 $1.5M
Wealth Watch Advisors, INC 0.63% Reduce -31.6% 5,964 $1.5M
Mason & Associates, LLC 0.38% No change 7,392 $1.5M
Kagan Cocozza Asset Management 1.14% Add +268.7% 5,933 $1.5M
Compass Financial Services Inc 0.67% Reduce -4.0% 5,932 $1.5M
Scratch Capital LLC 0.99% Add +395.9% 5,921 $1.5M
Longview Financial Advisors LLC 0.87% No change 5,907 $1.5M
21 West Wealth Management LLC 1.42% Reduce -0.6% 5,891 $1.5M
Genesis Private Wealth, LLC 0.63% Add +7.8% 5,885 $1.5M
Pollock Investment Advisors, LLC 1.17% Add +0.4% 5,861 $1.5M
Groesbeck Investment Management Corp. 2.91% Reduce -46.9% 5,850 $1.5M
Voloridge Investment Management, LLC 0.01% Reduce -99.6% 5,849 $1.5M
Bush Investment Group, LLC 0.88% No change 5,846 $1.5M
Afg Fiduciary Services Limited Partnership 0.86% Reduce -2.5% 5,822 $1.5M
Andina Capital Management, LLC 0.84% Reduce -15.4% 5,838 $1.5M
Sharp Wealth Advisory, LLC 0.81% Add +5.3% 5,836 $1.5M
Guidance Capital, Inc. 0.39% No change 5,635 $1.5M
Tandem Investment Advisors, Inc. 0.05% Reduce -10.6% 5,816 $1.5M
HC Advisors, LLC 1.04% Reduce -0.2% 5,815 $1.5M
Stelac Advisory Services LLC 0.51% Reduce -15.1% 5,798 $1.5M
Hobbs Wealth Management, LLC 1.24% Add +23.6% 5,797 $1.5M
Rempart Asset Management Inc. 0.27% Reduce -14.8% 5,797 $1.5M
Your Advocates Ltd., LLP 0.49% Add +0.1% 5,792 $1.5M
Claris Advisors, LLC / Mo / 0.51% No change 7,165 $1.5M
Dynamic Technology Lab Private Ltd 0.25% Reduce -6.8% 5,768 $1.5M
Decker Retirement Planning Inc. 0.81% Add +687.0% 5,769 $1.5M
Vista Finance, LLC 0.98% Add +0.0% 5,762 $1.5M
ARK & TLK Investments, LLC 0.46% Reduce -9.1% 5,745 $1.5M
Beacon Financial Planning, Inc. 0.75% Add +1.4% 5,724 $1.5M
Optima Capital LLC 0.71% Reduce -1.4% 5,723 $1.5M
Tacita Capital Inc 0.88% Add +0.8% 5,718 $1.5M
Red Tortoise LLC 0.64% No change 5,717 $1.5M
Lighthouse Wealth Management Inc. 1.18% Add +0.2% 5,699 $1.5M
Durante & Waters, LLC 1.07% No change 5,692 $1.4M
Post Resch Tallon Group Inc. 1.28% Add +1.0% 5,675 $1.4M
SoundView Advisors Inc. 0.50% Reduce -13.3% 5,678 $1.4M
Anderson Hoagland & Co. 0.13% Reduce -0.7% 5,651 $1.4M
Prism Advisors, Inc. 0.39% Reduce -4.0% 5,634 $1.4M
Delta Wealth Advisors LLC 1.12% Reduce -0.7% 5,628 $1.4M
Keystone Financial Services, LLC 1.00% Add +0.1% 5,624 $1.4M
Welch Capital Partners LLC 0.29% No change 5,601 $1.4M
Awm Capital, LLC 0.13% Reduce -0.9% 5,587 $1.4M
SwitchPoint Financial Planning, LLC 1.03% Add +3.9% 5,587 $1.4M
Brown Financial Advisory 0.74% Reduce -1.8% 5,586 $1.4M
Alpha Zero LLC 0.82% Reduce -12.4% 5,584 $1.4M
Dynamic Financial Group 1.23% Reduce -1.1% 5,583 $1.4M
AMJ Financial Wealth Management 0.34% Reduce -1.2% 5,574 $1.4M
Bare Financial Services, Inc 0.42% Reduce -9.6% 5,574 $1.4M
Blue Capital, Inc. 1.05% Reduce -1.8% 5,574 $1.4M
Alamar Capital Management, LLC 0.75% Add +0.0% 5,569 $1.4M
Aull & Monroe Investment Management Corp 0.73% Reduce -1.6% 5,569 $1.4M
Seneschal Advisors, LLC 1.03% Add +1.8% 5,552 $1.4M
Gunderson Capital Management LLC 0.52% Add +23.2% 5,534 $1.4M
Sharkey, Howes & Javer 0.18% Add +14.3% 5,529 $1.4M
Great Oak Capital Partners, LLC 0.37% Add +10.5% 5,500 $1.4M
My Personal CFO, LLC 0.54% Reduce -90.1% 5,510 $1.4M
Foundation Wealth Management, LLC\PA 0.54% Reduce -1.7% 5,510 $1.4M
Clearview Wealth Advisors LLC 0.90% Reduce -1.2% 5,510 $1.4M
Tandem Wealth Advisors LLC 0.66% Reduce -11.8% 5,467 $1.4M
Evolution Advisers, Inc. 0.62% Add +2.9% 5,419 $1.4M
Kraft, Davis & Associates, LLC 0.34% Reduce -7.2% 5,380 $1.4M
Strategic Financial Partners, Ltd. 0.63% Add +1.5% 5,416 $1.4M
Gainplan LLC 0.58% Reduce -0.2% 5,413 $1.4M
Del-Sette Capital Management, LLC 0.85% Reduce -3.0% 5,402 $1.4M
Severin Investments, LLC 1.22% Add +104.2% 5,400 $1.4M
BLVD Private Wealth, LLC 1.18% Reduce -0.0% 5,399 $1.4M
Sincerus Advisory, LLC 1.18% Add +1.5% 5,398 $1.4M
Reliant Wealth Planning 0.45% New 5,393 $1.4M
First Washington CORP 0.37% Reduce -0.7% 5,378 $1.4M
Tepp RIA, LLC 1.55% Reduce -2.0% 5,377 $1.4M
Chico Wealth RIA 0.93% Reduce -0.4% 5,370 $1.4M
Synergy Investment Management, LLC 0.52% Add +7.2% 5,368 $1.4M
Ninepoint Partners LP 0.19% Add +631.2% 5,367 $1.4M
Harbor Asset Planning, Inc. 1.22% No change 5,367 $1.4M
Stephen J. Garry & Associates, LLC 1.09% Add +8.7% 5,362 $1.4M
Cypress Point Wealth Management, LLC 0.28% Reduce -27.9% 5,357 $1.4M
Endowment Wealth Management, Inc. 0.62% Reduce -2.5% 5,355 $1.4M
Ackerman Capital Advisors, LLC 0.29% No change 5,352 $1.4M
Joel Adams & Associates, Inc. 1.10% No change 5,349 $1.4M
ZynergyRetirementPlanningLLC 0.86% No change 5,346 $1.4M
Spectrum Planning & Advisory Services Inc. 0.77% Add +17.4% 5,335 $1.4M
Kure Advisory, LLC 0.84% Reduce -16.9% 5,313 $1.4M
Reston Wealth Management LLC 0.44% Reduce -1.2% 5,303 $1.4M
Curio Wealth, LLC 0.55% Reduce -13.8% 5,252 $1.3M
Gilbert Capital Group, Inc. 1.03% Reduce -0.3% 5,236 $1.3M
Spurstone Advisory Services, LLC 19.10% Reduce -5.8% 5,229 $1.3M
Ackerman Asset Management, LLC 0.95% No change 5,200 $1.3M
Idaho Trust Co 0.45% Reduce -2.9% 5,200 $1.3M
Nova R Wealth, Inc. 0.56% Reduce -84.3% 5,195 $1.3M
Nova Wealth Management, Inc. 0.93% Reduce -13.7% 5,191 $1.3M
VestGen Investment Management 0.79% Add +7.1% 5,161 $1.3M
McGrath & Associates, Inc. 1.95% No change 5,141 $1.3M
Atlas Wealth Partners, LLC 1.33% Reduce -5.5% 5,132 $1.3M
Hiley Hunt Wealth Management 0.61% Reduce -13.6% 5,123 $1.3M
Guardian Wealth Management, Inc. 0.77% Add +0.1% 5,118 $1.3M
Oak Wealth Advisors LLC 0.76% Reduce -2.5% 5,110 $1.3M
Greenfield Seitz Capital Management, LLC 0.42% No change 5,108 $1.3M
Joule Financial, LLC 0.39% Reduce -8.9% 5,103 $1.3M
Hummer Financial Advisory Services Inc 0.95% Reduce -1.9% 5,103 $1.3M
Game Creek Capital, LP 0.56% Reduce -1.9% 5,100 $1.3M
Permanens Capital L.P. 0.19% New 5,075 $1.3M
Prodigy Asset Management LLC 0.58% No change 5,073 $1.3M
JMG Financial Group, Ltd. 0.04% Reduce -0.1% 5,066 $1.3M
Michels Family Financial, LLC 1.00% Add +5.5% 5,066 $1.3M
AJ Advisors, LLC 0.53% Reduce -13.3% 5,059 $1.3M
O'Keefe Stevens Advisory, Inc. 0.35% Reduce -3.0% 5,038 $1.3M
Roble, Belko & Company, Inc 0.17% Add +16.6% 5,019 $1.3M
Marquette Asset Management, LLC 0.20% Add +30.6% 5,018 $1.3M
Profit Investment Management, LLC 1.61% Reduce -34.9% 5,014 $1.3M
Kiker Wealth Management, LLC 0.64% Reduce -11.9% 5,013 $1.3M
Mad River Investors 0.55% New 5,000 $1.3M
Walleye Trading LLC 0.02% No change 5,000 $1.3M
Lane Generational LLC 1.05% No change 4,987 $1.3M
High Probability Advisors, LLC 0.17% Add +10.7% 4,986 $1.3M
Albert D Mason Inc. 0.83% Add +6.7% 4,982 $1.3M
New England Professional Planning Group Inc. 0.58% Reduce -2.2% 4,966 $1.3M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1.71% No change 4,960 $1.3M
Seven Post Investment Office LP 0.45% No change 4,951 $1.3M
Henrickson Nauta Wealth Advisors, Inc. 0.40% Add +7.8% 4,945 $1.3M
Cullen Capital Management, LLC 0.01% No change 4,940 $1.3M
Consultiva Wealth Management, Corp. 3.52% Reduce -0.4% 4,932 $1.3M
Seros Financial, LLC 0.76% Reduce -5.7% 4,925 $1.3M
Ridgepath Capital Management LLC 0.53% Reduce -6.3% 4,921 $1.3M
Waycross Investment Management Co 1.28% Reduce -1.5% 4,912 $1.3M
BayBridge Capital Group, LLC 0.80% Reduce -0.2% 4,901 $1.2M
Jim Saulnier & Associates, LLC 0.69% Add +0.0% 4,885 $1.2M
Black Swift Group, LLC 0.22% Reduce -3.9% 4,876 $1.2M
Sagace Wealth Management LLC 0.85% Reduce -1.3% 4,872 $1.2M
Van Strum & Towne Inc. 0.36% Reduce -1.0% 4,862 $1.2M
Timonier Family Office, LTD. 0.41% Add +0.0% 4,858 $1.2M
Sullivan Wood Capital Management LLC 1.82% No change 4,858 $1.2M
Long Island Wealth Management, Inc. 0.60% Add +1.4% 4,854 $1.2M
Thompson Davis & Co., Inc. 0.76% Add +6.3% 5,033 $1.2M
Bayshore Asset Management, LLC 0.53% Reduce -31.2% 4,822 $1.2M
Avant Capital LLC 0.86% Add +0.9% 4,814 $1.2M
Stordahl Capital Management, Inc. 0.26% Reduce -1.5% 4,813 $1.2M
LGT Financial Advisors LLC 2.64% Reduce -1.9% 4,812 $1.2M
Campbell & CO Investment Adviser LLC 0.09% Reduce -70.6% 4,803 $1.2M
Clark Wealth Partners 0.74% Reduce -2.1% 4,498 $1.2M
Reaves W H & Co. Inc. 0.02% No change 4,800 $1.2M
Gold Investment Management Ltd. 0.41% Add +0.1% 4,798 $1.2M
Aventus Investment Advisors, Inc. 1.04% Reduce -0.8% 4,786 $1.2M
Pennington Partners & Co., LLC 0.58% Reduce -59.1% 4,786 $1.2M
Charis Legacy Partners, LLC 1.82% Reduce -2.7% 4,786 $1.2M
HMV Wealth Advisors, LLC 0.67% Reduce -51.3% 4,782 $1.2M
Atlantic Family Wealth, LLC 0.94% No change 4,780 $1.2M
Treasure Coast Financial Planning 0.68% Reduce -1.2% 4,772 $1.2M
LFA - Lugano Financial Advisors SA 0.64% No change 4,762 $1.2M
Blue Barn Wealth, LLC 0.53% Add +15.4% 4,755 $1.2M
McMill Wealth Management 0.34% No change 4,747 $1.2M
Argyle Capital Management, LLC 0.42% No change 4,745 $1.2M
Investment Planning Advisors, Inc. 0.38% Add +45.2% 4,744 $1.2M
Fulcrum Equity Management 1.22% Add +8.2% 4,727 $1.2M
Engineers Gate Manager LP 0.01% Reduce -93.2% 4,711 $1.2M
Sprott Inc. 0.05% Reduce -74.2% 4,710 $1.2M
Madden Advisory Services, Inc. 0.50% Reduce -4.2% 4,704 $1.2M
Lanham O'Dell & Company, Inc. 0.38% Add +6.4% 4,700 $1.2M
Gardner Russo & Quinn 0.01% Reduce -8.7% 4,699 $1.2M
University of Texas/Texas Am Investment Management Co. 0.17% Add +19.7% 4,696 $1.2M
Valley Financial Group, Inc. 0.68% Reduce -1.4% 4,694 $1.2M
Tumwater Wealth Management, LLC 0.53% Reduce -1.1% 4,690 $1.2M
Marathon Mission, Inc. 0.71% Reduce -1.2% 4,686 $1.2M
Unconventional Investor, LLC 0.60% Add +14.1% 4,678 $1.2M
Innovative Wealth Building LLC 0.92% Add +3.5% 4,653 $1.2M
Perkins Capital Management Inc. 1.04% No change 4,650 $1.2M
Peak Financial Advisors LLC 0.57% Reduce -70.5% 4,647 $1.2M
Cornerstone Enterprises, LLC 0.58% Add +2.9% 4,640 $1.2M
Cyr Financial Inc. 0.81% Add +3.7% 4,639 $1.2M
Fusion Family Wealth, LLC 0.09% No change 4,626 $1.2M
Partnership Wealth Management, LLC 0.91% Add +9.0% 4,621 $1.2M
SpringVest Wealth Management LLC 0.86% Reduce -4.0% 4,610 $1.2M
Keystone Global Partners, LLC 0.60% No change 4,608 $1.2M
Integrity Investment Advisors, LLC 0.78% Reduce -13.1% 4,601 $1.2M
Daner Wealth Management, LLC 0.76% Add +5.1% 4,642 $1.2M
Attessa Capital LLC 0.69% Reduce -14.3% 4,593 $1.2M
Oregon Pacific Wealth Management, LLC 1.01% Reduce -5.4% 4,571 $1.2M
Luken Investment Analytics, LLC 0.45% Reduce -2.1% 4,558 $1.2M
Opulen Financial Group LLC 0.88% Add +14.8% 4,543 $1.2M
Abich Financial Wealth Management LLC 0.41% — 4,540 $1.2M
Sage Financial Management Group, Inc. 0.37% Add +29.2% 4,539 $1.2M
Hunter Perkins Capital Management, LLC 0.26% No change 4,511 $1.1M
Meadowbrook Wealth Management, LLC 1.20% — 4,509 $1.1M
Kropog Financial Group, LLC 0.93% Add +0.1% 4,472 $1.1M
James Reed Financial Services, Inc. 1.02% Reduce -4.8% 4,455 $1.1M
Global View Capital Management LLC 0.24% Reduce -21.3% 4,448 $1.1M
Foronjy Financial LLC 0.50% Reduce -9.3% 4,445 $1.1M
ADG Wealth Management Group, LLC 0.90% Add +2.8% 4,441 $1.1M
Emerald Mutual Fund Advisers Trust 0.06% Reduce -21.9% 4,401 $1.1M
Gimbal Financial 0.67% Add +13.0% 4,400 $1.1M
Aquire Wealth Advisors, LLC 0.28% Reduce -4.0% 4,395 $1.1M
Gutierrez Wealth Advisory, LLC 0.71% Reduce -1.9% 4,381 $1.1M
Burk Holdings LLC 0.59% Reduce -1.0% 4,360 $1.1M
Everstar Asset Management, LLC 0.63% Add +8.6% 4,356 $1.1M
Spectrum Asset Management, Inc. (NB/CA) 0.39% Add +1.3% 4,310 $1.1M
Lowe Wealth Advisors, LLC 0.40% Reduce -0.5% 4,299 $1.1M
LWM Advisors Inc. 0.98% Reduce -17.4% 4,292 $1.1M
Hapanowicz & Associates Financial Services, Inc 0.50% Add +13.5% 4,286 $1.1M
Boyd Wealth Management, LLC 0.47% Reduce -19.8% 4,280 $1.1M
GoalFusion Wealth Management, LLC 0.52% Reduce -25.4% 4,276 $1.1M
HFG Advisors, Inc. 0.80% Add +0.8% 4,266 $1.1M
Asset Allocation & Management Company, LLC 0.46% Reduce -11.3% 4,260 $1.1M
Equita Financial Network, Inc. 0.37% Reduce -17.5% 4,259 $1.1M
Graver Capital Management, LLC 0.91% Reduce -9.7% 4,246 $1.1M
Grunden Financial Advisory, Inc. 0.44% Add +0.1% 4,243 $1.1M
Value Partners Investments Inc. 0.09% Add +21.3% 4,234 $1.1M
Freestate Advisors LLC 0.90% Add +4.3% 4,231 $1.1M
AG Asset Advisory, LLC 0.89% Reduce -0.7% 4,231 $1.1M
Significant Wealth Partners LLC 0.53% Reduce -3.8% 4,219 $1.1M
Shore Point Advisors, LLC 0.47% Add +7.1% 4,217 $1.1M
Gruss & Co., LLC 2.79% Add +55.6% 4,200 $1.1M
Trellis Wealth Advisors LLC 0.43% No change 4,192 $1.1M
Emergent Wealth Advisors, LLC 0.62% Add +4.3% 4,191 $1.1M
O'Connor Financial Group LLC 0.44% Add +2.3% 4,167 $1.1M
BTG Pactual Asset Management US LLC 0.13% Add +207.9% 4,153 $1.1M
American Financial & Tax Strategies Inc. 0.53% Reduce -42.0% 4,150 $1.1M
Semper Augustus Investments 0.13% No change 4,140 $1.1M
IMG Wealth Management, Inc. 0.71% No change 4,130 $1.1M
FFG Partners, LLC 0.28% Add +1.9% 4,129 $1.1M
Legacy Solutions, LLC 0.94% Add +5.2% 4,103 $1.0M
Comprehensive Money Management Services LLC 0.74% Reduce -1.0% 4,101 $1.0M
Note Advisors, LLC 0.62% Add +8.3% 4,101 $1.0M
Sassicaia Capital Advisers LLC 0.47% Reduce -97.3% 4,100 $1.0M
Proathlete Wealth Management LLC 0.30% No change 4,098 $1.0M
Mullooly Asset Management, Inc. 0.40% Reduce -18.1% 4,071 $1.0M
Western Financial Corp 0.45% Reduce -1.2% 4,070 $1.0M
Kinloch Capital, LLC 0.45% Reduce -3.5% 4,069 $1.0M
Keystone Financial Services 0.32% No change 4,063 $1.0M
Friedenthal Financial 0.53% Add +0.1% 4,057 $1.0M
Topel & Distasi Wealth Management, LLC 0.51% No change 4,043 $1.0M
Legacy Wealth Managment, LLC 0.46% Reduce -12.1% 4,023 $1.0M
Capital CS Group, LLC 1.68% Reduce -17.4% 4,015 $1.0M
Cape Investment Advisory, Inc. 1.00% Reduce -79.6% 4,002 $1.0M
Darrow Company, Inc. 0.47% Add +7.9% 3,941 $1.0M
Midwestern Financial, LLC 0.87% Reduce -14.7% 3,994 $1.0M
BCK Partners, Inc. 0.55% Reduce -6.0% 3,986 $1.0M
Galibier Capital Management Ltd. 0.34% Reduce -28.9% 3,961 $1.0M
Hardin Capital Partners, LLC 0.54% Add +8.2% 3,956 $1.0M
Amova Asset Management Americas, Inc. 0.01% Reduce -94.5% 3,945 $1.0M
Stark Wealth Management LLC 4.60% No change 3,943 $1.0M
Gleason Group, Inc. 0.10% Reduce -8.1% 3,938 $1.0M
OneAscent Family Office, LLC 0.81% Reduce -3.1% 3,934 $1.0M
Equity Wealth Partners, LLC 0.81% — 3,929 $1.0M
Parker Financial LLC 0.41% Reduce -4.9% 3,920 $998K
Nottingham Advisors, Inc. 0.14% Add +14.6% 3,919 $998K
PMV Capital Advisers, LLC 1.93% Reduce -1.0% 3,904 $994K
Mawer Investment Management Ltd. 0.01% Reduce -1.5% 3,899 $993K
Schwallier Wealth Management LLC 0.62% Add +13.6% 3,895 $992K
Flagship Private Wealth, LLC 0.40% Reduce -21.3% 3,894 $992K
Spectrum Investment Advisors, Inc. 0.54% Add +13.7% 3,884 $989K
Kieckhefer Group LLC 0.46% Add +14.9% 3,862 $983K
GreatBanc Trust CO 0.67% — 3,856 $982K
Crestmont Private Wealth LLC 0.32% Add +6.0% 3,851 $981K
City Center Advisors, LLC 0.95% Reduce -1.5% 3,821 $973K
First International Bank & Trust 0.34% Reduce -22.9% 3,819 $972K
Silver Coast Investments LLC 0.33% Add +1.6% 3,808 $970K
Archer Investment Management, LLC 0.60% Reduce -8.9% 3,808 $970K
FSA Investment Group, LLC 0.60% Add +39.1% 3,795 $969K
Horizon Financial Services, LLC 0.46% Add +10.8% 3,793 $966K
Solano Wealth Investment Advisors LLC 0.47% Reduce -1.1% 3,787 $964K
LPWM LLC 0.26% Reduce -4.6% 3,784 $963K
CMC Financial Group 1.78% Add +0.1% 3,783 $963K
Sightline Wealth Advisors, LLC 0.43% Reduce -1.6% 3,773 $961K
Capstone Capital LLC 0.64% Add +15.3% 3,772 $960K
iSAM Funds (UK) Ltd 0.20% New 3,746 $954K
Guardian Wealth Advisors, LLC 0.54% Add +36.0% 3,741 $953K
Private Wealth Group, LLC 0.47% No change 3,738 $952K
Barnett & Company, Inc. 0.73% Add +16.0% 3,730 $950K
L.K. Benson & Company, P.C. 0.51% No change 3,720 $947K
Harvest Investment Advisors, LLC 0.56% No change 3,718 $947K
VanderPol Investments L.L.C. 1.84% Add +20.4% 3,601 $946K
Graham Capital Wealth Management, LLC 0.97% Reduce -0.4% 3,704 $943K
Cooksen Wealth, LLC 0.70% No change 3,696 $941K
Arcadia Wealth Management, Inc. 0.57% Reduce -48.0% 3,684 $938K
AtlasMark Financial, Inc 0.63% No change 3,678 $937K
Alpha Financial Advisors, LLC 0.33% Add +1.8% 3,677 $936K
Kennon-Green & Company, LLC 0.72% No change 3,667 $934K
Citrine Capital LLC 0.43% Add +12.4% 3,666 $933K
Riverview Trust Co 1.13% Reduce -0.3% 3,652 $930K
LifeGoal Investments, LLC 0.77% Reduce -5.3% 3,644 $928K
Armor Investment Advisors, LLC 0.29% Reduce -1.6% 3,642 $927K
Drum Hill Capital, LLC 1.02% Reduce -10.8% 3,635 $926K
Volterra Technologies LP 0.61% Add +222.4% 3,633 $925K
Altus Wealth Management, LLC 0.41% Add +14.8% 3,632 $925K
Heartland Advisors Inc. 0.05% New 3,613 $920K
Deepwater Asset Management, LLC 0.37% No change 3,605 $918K
Swan Global Investments, LLC 0.04% Add +10.2% 3,605 $918K
Silverberg Bernstein Capital Management LLC 0.56% Add +2.9% 3,600 $917K
Seed Wealth Management, Inc. 0.63% Reduce -64.4% 3,591 $914K
NDWM LLC 0.62% Add +5.8% 3,583 $912K
Whitcomb & Hess, Inc. 0.23% Add +3.0% 3,579 $911K
Straight Path Wealth Management 0.25% Add +2.5% 3,572 $910K
S&T Bank 0.26% Add +23.9% 3,568 $909K
Financial Futures Ltd Liability Co. 0.44% Add +0.2% 3,560 $907K
IronBridge Private Wealth, LLC 0.29% Reduce -77.3% 3,555 $905K
Petra Financial Advisors Inc. 0.53% Add +0.8% 3,553 $905K
WealthTrak Capital Management LLC 0.74% Add +8.3% 3,552 $904K
Ionic Capital Management LLC 1.13% New 3,548 $903K
GatePass Capital, LLC 0.53% Add +5.7% 3,539 $901K
Wellment Financial 1.07% Add +14.8% 3,537 $901K
Monument Group Wealth Advisors, LLC 0.53% Reduce -37.5% 3,527 $898K
Dravo Bay LLC 0.40% Add +0.2% 3,526 $898K
Valpey Financial Services, LLC 0.59% Add +54.4% 3,521 $897K
Boyum Wealth Architects LLC 0.55% Add +0.0% 3,518 $896K
Integras Partners LLC 0.72% Reduce -1.2% 3,516 $895K
Compass Wealth Management, LLC 0.40% Add +2.8% 3,505 $894K
Hoya Capital Real Estate, LLC 14.81% No change 3,500 $891K
Phraction Management LLC 0.27% No change 3,500 $891K
TL Private Wealth 0.36% Add +0.0% 3,586 $888K
Sound Stewardship, LLC 0.42% No change 3,477 $885K
Dakota Community Bank & Trust NA 3.49% Add +4.2% 3,475 $885K
Formulate Financial LLC 1.09% — 3,465 $882K
Lam Group, Inc. 0.55% No change 3,458 $881K
Summit Financial Consulting LLC 0.70% Add +2.7% 3,453 $879K
USAdvisors Wealth Management, LLC 0.30% Add +2.9% 3,448 $878K
Valued Wealth Advisors LLC 0.41% Add +2.5% 3,442 $877K
Whitegate Investment Counselors, Inc. 0.29% Add +0.1% 3,440 $876K
Fischer Investment Strategies, LLC 0.52% Reduce -6.0% 3,425 $872K
Stonehaven Wealth & Tax Solutions, LLC 0.81% Add +1.3% 3,423 $872K
Salzhauer Michael 0.45% No change 3,418 $870K
Pachira Investments Inc. 0.49% Reduce -1.8% 3,413 $869K
Oberweis Asset Management Inc./ 0.03% Reduce -15.1% 3,388 $863K
New England Asset Management Inc. 0.12% No change 3,382 $861K
Prairiewood Capital, LLC 0.28% Add +9.3% 3,372 $859K
Brooklyn FI, LLC 0.19% Add +15.3% 3,370 $858K
Core Wealth Management, Inc. 0.28% Add +28.8% 3,364 $857K
Corrado Advisors, LLC 0.46% Add +20.1% 3,343 $851K
Enhancing Capital LLC 0.62% No change 3,338 $850K
LifePlan Financial, LLC 0.67% Reduce -3.4% 3,324 $846K
Raub Brock Capital Management LP 0.18% No change 3,323 $846K
Forum Private Client Group LLC 0.30% Reduce -0.8% 3,322 $846K
Define Financial, LLC 0.51% Reduce -2.6% 3,315 $844K
Jmac Enterprises LLC 0.17% Add +6.9% 3,315 $844K
Cambridge Capital Management, LLC 0.40% Reduce -3.9% 3,315 $844K
McCarthy Asset Management, Inc. 0.54% Reduce -0.2% 3,307 $842K
Signature Resources Capital Management, LLC 0.46% Add +1.8% 3,296 $839K
Oceanside Advisors LLC 0.52% Add +3.8% 3,296 $839K
Schulz Wealth, LTD. 0.55% No change 3,286 $837K
ONE Advisory Partners, LLC 0.26% Add +6.2% 3,372 $835K
Anfield Capital Management, LLC 0.24% Add +2.2% 3,264 $831K
Main Line Retirement Advisors, LLC 0.43% Add +0.1% 3,263 $831K
Stuart Chaussee & Associates, Inc. 0.18% Add +0.8% 3,220 $820K
Traction Financial Partners, LLC 0.51% Reduce -0.1% 3,218 $819K
Boston Standard Wealth Management, LLC 0.14% Reduce -7.3% 3,209 $817K
StoneCrest Wealth Management, Inc. 0.36% Reduce -8.1% 3,201 $815K
Martin Capital Partners, LLC 0.32% Add +23.8% 3,193 $813K
Howard Hughes Medical Institute 0.48% Reduce -1.4% 3,188 $812K
Charter Capital Management, LLC\DE 0.44% Add +5.7% 3,178 $809K
Pembroke Management, LTD 0.08% Add +44.1% 3,167 $806K
Scott Capital Advisors, LLC 0.18% Reduce -10.8% 3,124 $806K
Continuum Wealth Advisors, LLC 0.34% Add +67.5% 3,160 $805K
Luminist Capital LLC 0.70% Add +5.7% 3,153 $804K
True Vision MN LLC 0.42% Add +0.5% 3,156 $804K
Team Financial Group, LLC 0.37% Reduce -2.2% 3,143 $800K
Renaissance Technologies 0.00% Reduce -99.9% 3,125 $798K
Arrien Investments, Inc. 0.46% No change 3,117 $794K
Wallace Hart LLC 0.58% Add +207.0% 3,116 $793K
Clark Estates Inc. 0.18% No change 3,111 $792K
Tull Financial Group, Inc. 0.35% Add +8.1% 3,104 $790K
Thornburg Investment Management Inc. 0.01% No change 3,103 $790K
Level Wealth Management LLC 0.41% No change 3,086 $786K
Boyar Asset Management Inc. 0.49% No change 3,071 $782K
Parkwoods Wealth Partners, LLC 0.27% Add +19.6% 3,069 $781K
Mallini Complete Financial Planning LLC 0.69% New 3,067 $781K
PMG Family Office LLC 0.87% — 3,064 $780K
Two West Capital Advisors LLC 0.47% Add +18.7% 2,948 $775K
True Link Financial Advisors, LLC 0.05% Reduce -1.9% 3,034 $773K
Leading Edge Financial Planning LLC 0.19% Add +2.3% 3,034 $772K
Horizons Wealth Management 0.53% Reduce -5.7% 3,033 $772K
Sims Investment Management, LLC 0.28% Reduce -8.2% 3,027 $771K
KOM Wealth Management Group, LLC 0.58% Reduce -18.0% 3,025 $770K
LifeGuide Financial Advisors, LLC 0.28% No change 3,694 $768K
Ashford Capital Management Inc. 0.09% No change 3,015 $768K
Mizuho Securities Co. Ltd. 5.23% Add +109.8% 3,000 $764K
Glaxis Capital Management, LLC 1.27% Reduce -14.8% 3,000 $764K
Codex Capital Asset Management L.L.C. 0.29% No change 3,000 $764K
Kahn Brothers Group Inc. 0.14% No change 2,992 $762K
Investments & Financial Planning, LLC 0.41% Add +0.0% 2,976 $758K
Foundry Financial Group, Inc. 0.40% Reduce -10.4% 2,972 $757K
MTM Financial Group, LLC 0.37% Add +1.0% 2,969 $756K
Absolute Capital Management, LLC 0.32% Add +15.3% 2,953 $752K
Cascade Wealth Advisors, Inc 0.37% Reduce -14.0% 2,784 $750K
Round Hill Asset Management 0.49% Reduce -0.5% 2,940 $749K
Dynamic Wealth Strategies, LLC 0.50% Add +4.4% 2,939 $748K
Provident Investment Management, Inc. 0.07% Reduce -1.0% 2,936 $748K
Northeast Planning Associates, Inc. / NH / 0.63% Add +5.0% 2,929 $746K
Randolph Co Inc 0.07% Add +22.6% 2,917 $743K
Family Legacy Financial Solutions, LLC 0.57% Reduce -14.6% 2,913 $742K
Leith Wheeler Investment Counsel Ltd. 0.05% Add +17.4% 2,908 $740K
Anderson Financial Strategies, LLC 0.44% No change 2,906 $740K
Advisor Resource Council 1.00% Reduce -90.3% 2,896 $737K
Lunt Capital Management, Inc. 0.28% Add +6.0% 2,887 $735K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.44% Add +177.2% 2,883 $734K
Mandatum Life Insurance Co Ltd 0.18% Reduce -9.2% 2,882 $734K
Infinity Wealth Counsel, LLC 0.71% Add +0.9% 2,881 $734K
Verisail Partners, LLC 0.31% Reduce -9.5% 2,879 $733K
Ball & Co Wealth Management Inc. 0.49% Reduce -2.7% 2,875 $732K
Rolek Wealth Management LLC 0.55% Reduce -0.8% 2,874 $732K
Principia Wealth Advisory, LLC 0.52% Add +0.8% 2,874 $732K
Fluent Financial, LLC 0.29% Reduce -93.4% 2,869 $731K
Refined Wealth Management 0.47% Add +3.6% 2,850 $726K
Shariaportfolio, Inc. 0.28% Reduce -28.9% 2,845 $724K
Copley Financial Group, Inc. 0.49% Reduce -4.1% 2,837 $722K
FNY Investment Advisers, LLC 0.24% New 2,838 $722K
Cornerstone Financial Group, LLC 0.56% Add +0.0% 2,831 $721K
Keating Investment Counselors Inc. 0.21% Reduce -17.5% 2,826 $720K
American Asset Management Inc. 0.64% Reduce -3.0% 2,822 $719K
PMG Wealth Management, Inc. 0.55% Reduce -3.0% 2,794 $716K
Fairman Group, LLC 0.58% Reduce -4.0% 2,807 $715K
Morton Community Bank 0.17% Add +12.4% 2,643 $715K
Navis Wealth Advisors, LLC 0.54% Add +1.3% 2,801 $713K
Washington Growth Strategies LLC 0.51% No change 2,800 $713K
American Capital Management Inc. 0.03% No change 2,800 $713K
Evolution Wealth Management Inc. 0.73% Reduce -1.3% 2,793 $711K
New Jersey Better Educational Savings Trust 1.20% No change 2,789 $710K
MontVue Capital Management, Inc. 0.47% Reduce -3.5% 2,782 $708K
One Wealth Map LLC 0.37% Reduce -18.1% 2,610 $703K
Manuka Financial, LLC 0.44% Reduce -9.2% 2,760 $703K
Rakuten Investment Management, Inc. 0.00% — 28,868 $703K
Prossimo Advisors, LLC 5.17% Reduce -91.5% 2,757 $702K
Merkkuri Wealth Advisors LLC 0.51% Reduce -1.7% 2,754 $701K
Coordinated Financial Services, Inc. 0.45% Add +1.3% 2,736 $697K
Tanglewood Wealth Management, Inc. 0.06% No change 2,731 $695K
AlphaQuest LLC 0.05% New 2,731 $695K
Mid-American Wealth Advisory Group, Inc. 0.31% Reduce -42.1% 2,721 $693K
Momentum Wealth Planning, LLC 0.55% Reduce -12.0% 2,719 $692K
Innovator Capital Management, LLC 16.88% Reduce -40.2% 2,686 $684K
Rbo & Co. LLC 0.11% No change 2,669 $680K
Global Wealth Management, LLC 0.36% Add +0.1% 2,660 $677K
Magnolia Wealth Management, LLC 0.42% Reduce -13.5% 2,659 $677K
Cravens & Co Advisors, LLC 0.46% Add +0.1% 2,659 $677K
Quest 10 Wealth Builders, Inc. 0.62% Reduce -4.6% 2,656 $676K
Lord & Richards Wealth Management, LLC 0.62% Reduce -14.8% 2,643 $673K
Sarver Vrooman Wealth Advisors 0.43% No change 2,641 $672K
Twele Capital Management, Inc. 0.12% Add +0.0% 2,641 $672K
Israel Discount Bank of New York 1.98% Reduce -3.1% 2,623 $668K
Quarry Hill Advisors, LLC 0.34% Reduce -15.4% 2,620 $667K
Berkeley, Inc 0.21% Reduce -0.5% 2,617 $666K
Visionary Horizons, LLC 0.37% Reduce -16.3% 2,615 $666K
Avalon Advisory Group 0.27% Reduce -0.6% 2,613 $665K
Three Cord True Wealth Management, LLC 0.45% Reduce -2.6% 2,611 $665K
Peloton Wealth Strategists 0.27% Reduce -2.8% 2,608 $664K
Hoese & Co LLP 0.51% No change 2,602 $663K
Tobam 0.24% Add +1.0% 2,599 $662K
Avos Capital Management, LLC 0.31% Add +73.5% 2,592 $660K
Fee-Only Financial Planning, L.C. 0.38% No change 2,582 $657K
Mustico Financial Group, Inc. 0.67% No change 2,657 $656K
SWS Partners 0.16% Reduce -29.2% 2,577 $656K
Triune Financial Partners, LLC 0.17% Add +35.4% 2,576 $656K
Envision Financial LLC 0.38% No change 2,573 $655K
Beddow Capital Management Inc. 0.25% Reduce -1.8% 2,550 $649K
Trademark Financial Management, LLC 0.38% Reduce -2.4% 2,538 $646K
Beacon Financial Strategies CORP 0.38% No change 2,518 $641K
Sunesis Advisors, LLC 0.30% — 2,516 $641K
Fosun International Ltd 0.24% New 2,500 $637K
Knott David M Jr 0.27% No change 2,494 $635K
Bay Harbor Wealth Management, LLC 0.17% Add +12.2% 2,492 $635K
Chase Investment Counsel Corp. 0.19% Reduce -14.1% 2,492 $634K
SPG Advisors LLC 7.28% Reduce -0.1% 2,483 $632K
Strategic Equity Management 0.23% Add +0.6% 2,481 $632K
GFI Investment Counsel Ltd. 0.07% New 2,480 $631K
Corepath Wealth Partners LLC 0.46% Add +13.6% 2,454 $630K
Ridgeline Wealth Planning, LLC 0.47% Add +14.5% 2,473 $630K
Croban 0.42% Add +4.4% 2,469 $629K
Vestment Financial LLC 0.36% No change 2,436 $629K
Shearwater Capital LLC 0.37% No change 2,465 $628K
Unison Advisors LLC 0.06% Reduce -39.1% 2,464 $627K
Investment Management Corp. /Va/ 0.54% Add +2.1% 2,458 $626K
Moneywise, Inc. 0.28% Reduce -17.4% 2,457 $626K
Arcadia Wealth Management, LLC 0.25% Reduce -8.2% 2,456 $625K
Bluestem Financial Advisors, LLC 0.24% No change 2,447 $623K
Coerente Capital Management 0.11% Reduce -2.6% 2,445 $623K
Watchman Group, Inc. 0.15% Add +0.7% 2,441 $622K
TKG Advisors, LLC 0.26% Add +117.7% 2,419 $616K
Erickson Financial Group, LLC 0.38% Reduce -3.5% 2,402 $612K
Fairholme Capital Management 0.05% No change 2,400 $611K
Conscious Wealth Investments, LLC 0.36% Add +5.7% 2,249 $608K
Bestgate Wealth Advisors, LLC 1.07% Add +1.2% 2,386 $608K
Laurel Wealth Planning LLC 0.32% Reduce -4.0% 2,385 $607K
Rice Hall James & Associates, LLC 0.03% No change 2,385 $607K
Balanced Rock Investment Advisors LLC 0.44% Add +3.3% 2,368 $603K
Bulwark Capital Corp 0.47% Reduce -3.3% 2,363 $602K
MAS Advisors LLC 0.95% No change 2,359 $601K
James Hambro & Partners LLP 0.02% Reduce -10.4% 2,359 $600K
Hibernia Wealth Partners, LLC 0.38% Reduce -65.0% 2,385 $600K
Ridgewood Investments LLC 0.25% Add +13.9% 2,835 $596K
BCR Wealth Strategies, LLC 0.21% Add +1.5% 2,331 $593K
Schiavi & Co LLC 0.19% Add +41.2% 2,322 $591K
VERITY Wealth Advisors 0.37% No change 2,318 $590K
Orcam Financial Group 0.48% Add +38.2% 2,317 $590K
New Harbor Financial Group, LLC 0.12% Add +12.9% 2,316 $590K
Fairway Wealth LLC 0.16% Add +99.8% 2,308 $588K
KMT Wealth Management, LLC 0.32% Reduce -11.5% 2,299 $585K
Retirement Wealth Solutions LLC 0.38% Add +4.1% 2,292 $584K
Capital Wealth Management, LLC 0.20% Reduce -9.9% 2,291 $583K
Jordan Park Trust Co LLC 0.56% Reduce -1.4% 2,270 $578K
Virtus Family Office LLC 0.54% Add +118.3% 2,264 $576K
Stegner Investment Associates Inc. 0.32% Reduce -14.9% 2,257 $575K
Inlight Wealth Management, LLC 0.27% Add +0.0% 2,248 $573K
AdvisorShares Investments LLC 0.09% Reduce -1.2% 2,247 $572K
Beaumont Asset Management, L.L.C. 0.29% Reduce -1.1% 2,241 $571K
Pacific Wealth Management 0.29% Add +40.9% 2,226 $567K
Louisbourg Investments Inc. 0.12% No change 2,640 $565K
Fsa Wealth Partners, Inc. 0.22% Add +35.6% 2,213 $564K
Peterson Wealth Management 0.39% No change 2,211 $563K
Mane Global Capital Management LP 0.03% New 2,210 $563K
swisspartners Advisors Ltd 0.46% No change 2,188 $558K
Wela Strategies, Inc. 0.21% Reduce -6.3% 2,184 $556K
Luminvest Wealth Management LLC 0.18% Reduce -9.8% 2,177 $554K
Brooktree Capital Management 0.35% No change 2,175 $554K
Cavalier Investments, LLC 0.22% Add +3.9% 3,323 $554K
Bannerman Wealth Management Group, LLC 0.41% Add +19.4% 2,169 $552K
Curat Global, LLC 0.52% Reduce -84.7% 2,168 $552K
Golden Reserve Retirement LLC 0.14% New 1,998 $549K
Semitam Bonam LLC 0.49% Reduce -9.6% 2,156 $549K
Cadence Wealth Management LLC 0.29% No change 2,146 $547K
Arlington Capital Management, Inc. 0.35% Reduce -0.8% 2,133 $543K
Dahring | Cusmano LLC 0.39% Reduce -1.5% 2,131 $543K
Poinciana Advisors Group, LLC 0.46% Reduce -55.1% 2,129 $542K
F&V Capital Management, LLC 0.12% Reduce -4.5% 2,115 $539K
Elevate Wealth Advisory, Inc. 0.39% Reduce -78.6% 2,084 $531K
Theory Financial LLC 0.19% No change 2,023 $531K
NFC Investments, LLC 0.15% Reduce -1.0% 2,080 $530K
NorthLanding Financial Partners, LLC 0.44% Reduce -2.3% 2,078 $529K
Columbia River Financial Group, LLC 0.32% Reduce -1.5% 1,954 $526K
Moody Aldrich Partners LLC 0.10% Add +11.1% 2,040 $519K
Atlantic Private Wealth, LLC 0.34% Reduce -4.7% 2,040 $519K
DMKC Advisory Services, LLC 0.26% Reduce -20.1% 2,032 $517K
American Investment Services, Inc. 0.12% Reduce -0.1% 2,028 $516K
Green Alpha Advisors, LLC 0.50% Reduce -5.6% 2,021 $515K
Stack Financial Management, Inc 0.04% Reduce -3.8% 2,016 $513K
Martel Wealth Advisors LLC 0.09% Reduce -26.8% 2,009 $511K
Left Brain Wealth Management, LLC 0.16% No change 2,006 $511K
Standard Family Office LLC 0.55% No change 1,996 $508K
Ridgeline Wealth, LLC 0.37% Reduce -12.2% 1,989 $506K
Perbak Capital Partners LLP 0.09% New 1,989 $506K
Lauer Wealth, LLC 0.37% Reduce -1.2% 2,028 $506K
Marmo Financial Group, LLC 0.24% Add +0.3% 1,982 $505K
SIMA Wealth Partners, LLC 0.38% Add +110.3% 1,973 $502K
Sugar Maple Asset Management, LLC 0.36% Add +0.7% 1,970 $502K
Aspect Partners, LLC 0.23% Reduce -2.7% 1,969 $501K
Sound Financial Strategies Group, LLC 0.37% New 1,969 $501K
Intrinsic Value Partners, LLC 0.41% No change 1,966 $501K
William B. Walkup & Associates, Inc. 0.27% No change 1,953 $497K
Resolute Advisors LLC 0.13% Reduce -39.4% 1,953 $497K
FLP Wealth Management, LLC 1.40% Add +6.9% 1,951 $497K
Hassell Wealth Management, LLC 0.17% Add +12.1% 1,939 $494K
Providence Financial Advisors, LLC 0.47% — 1,935 $493K
PVG Asset Management Corp. 1.81% No change 1,933 $492K
Horizon Advisory Services, Inc. 0.25% Reduce -4.5% 1,932 $492K
Financial Counselors Inc. 0.65% Add +4.0% 1,910 $486K
George Kaiser Family Foundation 0.07% No change 1,908 $486K
Prescott Group Capital Management, L.L.C. 0.05% No change 1,908 $486K
Sheets Smith Investment Management 0.31% New 1,903 $485K
IFS Advisors, LLC 0.28% Add +1.0% 1,894 $482K
VanWeelden Wealth Management, LLC 0.40% — 1,894 $482K
Twin City Private Wealth, LLC 0.37% Reduce -0.1% 1,884 $480K
Stage Harbor Financial, LLC 0.35% Add +25.7% 1,884 $480K
Kathleen S. Wright Associates Inc. 0.18% No change 1,871 $476K
Dean, Jacobson Financial Services, LLC 0.35% Reduce -2.6% 1,871 $476K
Financial Architects, LLC 0.27% Reduce -14.6% 1,866 $475K
Cultivar Capital, Inc. 0.32% Add +13.4% 1,857 $473K
Lountzis Asset Management, LLC 0.15% Add +2.7% 1,850 $471K
American Wealth Advisors, LLC 0.46% — 1,837 $468K
SigFig Wealth Management, LLC 0.01% No change 1,830 $468K
Ironwood Investment Management LLC 0.20% No change 1,836 $468K
Brown Capital Management LLC 0.02% Reduce -84.2% 1,825 $465K
Clayton Financial Group LLC 0.34% Add +1.6% 1,823 $464K
Polymer Capital Management (US) LLC 0.06% Add +79.9% 1,822 $464K
Pineridge Advisors LLC 0.13% Reduce -58.5% 1,819 $463K
Financial Life Advisors 0.15% Reduce -4.1% 1,817 $463K
BancFirst Trust & Investment Management 0.18% Add +0.7% 1,809 $460K
Strategent Financial, LLC 0.33% Reduce -9.6% 1,804 $459K
Kickstand Ventures, Llc. 0.10% Reduce -7.3% 1,791 $456K
Revere Asset Management, Inc 0.17% Reduce -95.4% 1,776 $452K
Ewing Morris & Co. Investment Partners Ltd. 0.19% Reduce -3.3% 1,773 $451K
Envision Financial Planning, LLC 0.19% Add +16.8% 1,768 $450K
October Effect Ltd 0.49% Reduce -10.2% 1,755 $447K
Colrain Capital LLC 0.25% Add +52.2% 1,750 $446K
AF Advisors, Inc. 0.18% Reduce -0.2% 1,750 $445K
DORVAL Corp 0.15% No change 1,739 $443K
Livelsberger Financial Advisory 16.47% Add +0.1% 1,736 $442K
Penbrook Management LLC 0.31% Reduce -57.4% 1,729 $440K
Leverty Financial Group, LLC 0.11% Reduce -15.3% 1,724 $439K
Ted Buchan & Co 0.17% Reduce -51.3% 1,715 $437K
Rochester Wealth Strategies, LLC 0.28% Add +0.1% 1,709 $435K
Beacon Capital Management, Inc. 0.02% Reduce -19.7% 1,708 $435K
Randall & Associates Wealth Management 0.32% Reduce -3.1% 1,706 $434K
Scholtz & Company, LLC 0.19% Add +1.8% 1,696 $432K
Thor Investment Management Inc. /Oh/ 0.26% Add +55.3% 1,687 $430K
Weybosset Research & Management LLC 0.14% Reduce -28.5% 1,687 $430K
ArborFi Advisors, LLC 0.35% Reduce -2.3% 1,682 $428K
Buska Wealth Management, LLC 0.13% Add +1.8% 1,676 $427K
Arbor Wealth Advisors LLC 0.32% No change 1,657 $422K
John W. Brooker & Co., CPAs 0.85% Add +61.8% 1,650 $420K
Castellan Group 0.06% No change 1,642 $418K
Bear Mountain Capital, Inc. 0.14% Add +0.5% 1,578 $415K
Yardley Wealth Management LLC 0.23% Reduce -4.7% 1,621 $413K
Breakwater Investment Management 0.15% Add +3.7% 1,612 $410K
Letson Investment Management, Inc. 0.15% Add +30.8% 1,612 $410K
Bellevue Group AG 0.01% New 1,609 $410K
Accordant Advisory Group Inc 0.28% No change 1,604 $408K
J2 Capital Management Inc 0.31% Reduce -52.9% 1,601 $408K
Wise Wealth Partners 0.62% No change 1,598 $407K
ArchPoint Investors 0.11% No change 1,586 $404K
Kirr Marbach & Co. LLC 0.07% No change 1,572 $400K
Uptown Financial Advisors LLC 0.35% Add +0.2% 1,562 $398K
Lee, Kelleher & Klein Wealth Management 0.24% Reduce -14.7% 1,556 $396K
Diversified Investment Strategies, LLC 0.26% Reduce -34.1% 1,555 $396K
McCarthy & Cox 0.09% Add +0.1% 1,545 $393K
Amara Financial, Llc. 0.29% Add +1.3% 1,536 $391K
Disciplined Growth Investors Inc. 0.01% Reduce -33.6% 1,535 $391K
Vannoy Advisory Group, Inc. 0.25% No change 1,532 $390K
Hillcrest Wealth Advisors - NY, LLC 0.17% No change 1,513 $385K
Family CFO Inc 0.18% No change 1,507 $384K
MilWealth Group LLC 0.09% No change 1,501 $382K
Citadel Investment Advisory, Inc. 0.18% Reduce -6.3% 1,500 $382K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.06% No change 1,500 $382K
Geneva Partners, LLC 0.14% No change 1,499 $382K
Portland Financial Advisors Inc 0.81% No change 1,494 $380K
ESL Trust Services, LLC 0.07% Add +1.4% 1,481 $377K
EMC Capital Management 0.18% Add +15.8% 1,469 $374K
Kings Path Partners LLC 0.14% Reduce -40.9% 1,465 $373K
Hippocratic Financial Advisors, LLC 0.18% No change 1,456 $371K
Global Value Investment Corp. 0.60% Reduce -10.4% 1,455 $370K
Seaview Investment Managers LLC 0.14% Reduce -93.2% 1,447 $368K
Crown Oak Advisors, LLC 0.17% No change 1,785 $366K
Prelude Capital Management, LLC 0.03% Add +36.3% 1,431 $364K
Acute Investment Advisory, LLC 3.06% No change 1,430 $364K
Moller Wealth Partners 0.08% Reduce -0.1% 1,425 $363K
Ironsides Asset Advisors, LLC 0.09% No change 1,420 $362K
North Ridge Wealth Advisors, Inc. 0.21% No change 1,417 $361K
R.m.sincerbeaux Capital Management LLC 0.19% No change 1,414 $360K
OxenFree Capital LLC 0.20% Reduce -4.1% 1,393 $359K
Asset Planning Services Inc. /La/ 0.15% No change 1,410 $359K
Roberts Financial Services LLC 0.12% Add +0.1% 1,409 $359K
WJ Interests, LLC 0.14% New 1,390 $354K
Red Spruce Capital, LLC 0.14% Add +4.7% 1,385 $353K
Burrus Financial Services, Inc. 0.16% Add +0.1% 1,385 $352K
Conestoga Capital Advisors, LLC 0.01% No change 1,380 $351K
Alexander Randolph Advisory, Inc. 0.29% No change 1,375 $350K
Meixler Investment Management, Ltd. 0.21% Add +1.1% 1,362 $347K
PICTET BANK & TRUST Ltd 0.42% No change 1,360 $346K
Summit Investment Advisory Services, LLC 0.14% Add +3.8% 1,357 $346K
Platt Investment Counsel, LLC 0.27% Reduce -1.6% 1,353 $345K
MKD Wealth Coaches, LLC 0.34% No change 1,352 $344K
Mittelman Wealth Management 0.23% Reduce -7.7% 1,351 $344K
Socha Financial Group, LLC 0.15% Add +0.1% 1,351 $344K
Brookmont Capital Management 0.19% Add +23.1% 1,344 $342K
Templeton & Phillips Capital Management, LLC 0.25% No change 1,340 $341K
Tme Financial, Inc. 0.25% Reduce -5.0% 1,307 $333K
Turning Point Benefit Group, Inc. 0.20% New 1,300 $332K
Salus Financial Advisors, LLC 0.20% Reduce -0.5% 1,303 $332K
Eq Wealth Advisors, LLC 0.22% Add +0.1% 1,296 $330K
Marathon Strategic Advisors, LLC 0.26% Reduce -24.8% 1,289 $328K
Blueshift Asset Management, LLC 0.10% Reduce -82.3% 1,281 $326K
Samjo Management, LLC 0.12% No change 1,280 $326K
Catherine Avery Investment Management LLC 0.21% No change 1,278 $325K
Bull Oak Capital, LLC 0.14% Add +18.7% 1,269 $323K
GEN Financial Management, INC. 0.27% Add +0.3% 1,245 $317K
Sachem Hill LLC 0.06% No change 1,240 $316K
AIFG Consultants Ltd. 0.56% Reduce -2.8% 1,237 $315K
Bullseye Investment Management, LLC 0.20% No change 1,412 $314K
BFI Infinity Ltd. 0.21% Reduce -10.0% 1,230 $313K
Kitching Partners, LLC 0.29% Reduce -23.2% 1,202 $306K
Cove Street Capital, LLC 0.40% No change 1,200 $306K
Safir Wealth Advisors, LLC 0.22% No change 1,200 $306K
Axiom Financial Strategies, LLC 0.13% Reduce -26.4% 1,199 $305K
Hanover Advisors Inc. 0.12% Reduce -1.4% 1,195 $304K
Kapitalo Investimentos Ltda 0.06% New 1,185 $302K
Schaeffer Financial LLC 0.27% Add +1.8% 1,180 $300K
Hershey Financial Advisers, LLC 0.26% New 1,172 $298K
American Alpha Advisors, LLC 0.21% Add +3.7% 1,151 $293K
Midwest Heritage Bank, FSB 0.10% No change 1,144 $291K
Klein Pavlis & Peasley Financial, Inc. 0.18% Reduce -29.4% 1,144 $291K
ETF Store, Inc. 0.31% Add +0.1% 1,140 $290K
Mendota Financial Group, LLC 0.22% Reduce -1.1% 1,136 $289K
Journey Beyond Wealth, LLC 0.24% Add +9.9% 1,132 $288K
Manning & Napier Advisors LLC 0.00% Reduce -24.2% 1,125 $286K
Floyd Financial Group LLC 0.21% Add +11.0% 1,150 $285K
Mills Wealth Advisors LLC 0.12% No change 1,116 $284K
Capital Wealth Alliance, LLC 0.14% New 1,115 $284K
Woodside Wealth Management LLC 0.22% No change 1,115 $284K
Babb Wealth Advisors LLC 0.18% Add +10.0% 1,110 $283K
Cornerstone Management, Inc. 0.05% No change 1,107 $282K
Granger Management LLC 0.08% No change 1,100 $280K
Optimize Financial Inc. 0.15% Reduce -87.6% 1,100 $280K
Melia Wealth LLC 0.12% New 1,100 $280K
Wilsey Asset Management Inc. 0.05% New 1,096 $279K
Cardinal Capital Management, Inc. 0.01% No change 1,085 $276K
Piedmont Capital Management, LLC 0.15% Reduce -1.6% 1,072 $275K
Advantage Trust Co 0.12% Reduce -35.8% 1,075 $274K
Access Investment Management LLC 0.07% No change 1,073 $273K
Mountain Hill Investment Partners Corp. 0.24% Add +67.4% 1,073 $273K
Brighton Securities Corp. 0.14% Reduce -14.5% 1,059 $270K
Robotti Robert 0.05% Add +0.1% 1,053 $268K
Gator Capital Management, LLC 0.07% No change 1,052 $268K
Patton Fund Management, Inc. 0.05% No change 1,051 $268K
Allodium Investment Consultants, LLC 0.15% Reduce -30.9% 1,045 $266K
S. R. Schill & Associates 0.19% Reduce -0.8% 1,039 $265K
Kassira Wealth Management LLC 0.25% — 1,038 $264K
Compass Financial Group, Inc. 0.12% Reduce -1.3% 1,036 $264K
Members Advisory Group LLC 0.09% Reduce -0.9% 1,025 $261K
Chartist Inc. 0.18% — 1,026 $261K
Nixon Capital, LLC 0.08% Add +0.1% 1,018 $259K
Applied Capital LLC 0.10% Reduce -2.8% 1,012 $258K
Interactive Financial Advisors, Inc. 0.14% Reduce -87.5% 1,011 $257K
Managed Asset Portfolios, LLC 0.03% Add +2.9% 1,010 $257K
BCO Wealth Management LLC 0.17% Add +1.5% 1,009 $257K
Stuart Investment Advisors, Inc. 0.24% Reduce -5.8% 1,008 $257K
Corient IA LP 0.19% No change 1,000 $255K
Peirce Capital Management, LLC 0.11% No change 1,000 $255K
LGL Partners, LLC 0.11% No change 977 $249K
Mann Financial Group, Inc. 0.25% — 976 $249K
Legacy Wealth Management, LLC 0.01% Reduce -74.8% 975 $248K
Triasima Portfolio Management inc. 0.04% New 970 $247K
Teramo Advisors, LLC 0.09% New 967 $246K
Frontier Asset Management, LLC 0.06% Reduce -35.9% 951 $242K
Capital Management Corp. 0.04% Reduce -23.4% 950 $242K
Aurelius Family Office LLC 0.11% Reduce -7.8% 950 $242K
BCU Wealth Advisors, LLC 0.10% New 950 $242K
Keystone Financial Group, Inc. 0.14% Add +34.8% 949 $242K
Client First Capital LLC 0.11% New 947 $241K
Sage Financial Group Inc. 0.02% New 947 $241K
St. Louis Trust Co 0.03% New 939 $239K
LMR Partners LLP 0.00% Reduce -95.9% 938 $239K
Sterling Investment Advisors LLC 0.12% Reduce -88.7% 936 $238K
Spectrum Financial Alliance Ltd LLC 0.06% New 933 $238K
TT Capital Management LLC 0.18% New 930 $237K
Ehrenkranz Partners L.P. 0.21% — 930 $237K
Causeway Capital Management LLC 0.00% Reduce -7.6% 927 $236K
LBJ Family Wealth Advisors, Ltd. 0.13% New 917 $234K
Midwest Financial Network, LLC 0.19% New 915 $233K
Evergreen Wealth Management, LLC 0.12% Reduce -83.9% 915 $233K
Redmont Wealth Advisors LLC 0.32% No change 914 $233K
Crosspoint Financial, LLC 0.57% New 913 $232K
GQG Partners LLC 0.00% Reduce -18.7% 906 $231K
SWF LLC 0.02% New 895 $228K
Ruane, Cunniff & Goldfarb L.P. 0.00% New 891 $227K
Astoria Strategic Wealth, Inc. 0.06% New 886 $226K
Sherwood Financial Partners, LLC 0.20% New 883 $225K
New Dimensions Wealth Management, LLC 0.20% New 876 $223K
Onyx Financial Advisors, LLC 0.10% New 875 $223K
Destiny Capital Corp 0.12% New 866 $221K
First Wilshire Securities Management Inc. 0.06% New 861 $219K
Life Planning Partners, Inc 0.16% New 858 $218K
Richardson Capital Management LLC 0.10% Reduce -3.3% 857 $218K
SMI Advisory Services, LLC 0.04% New 839 $216K
Quarry LP 0.06% Reduce -33.2% 843 $215K
Brewster Financial Planning LLC 0.13% New 839 $214K
Corton Capital Inc. 0.52% New 832 $212K
Perissos Private Wealth Management, LLC 0.15% Reduce -64.0% 823 $210K
Towneley Capital Management, Inc / DE 0.05% New 820 $209K
Fidato Wealth LLC 0.14% New 811 $207K
Wasatch Advisors LP 0.00% New 799 $203K
MJT & Associates Financial Advisory Group, Inc. 0.16% Add +3.8% 767 $195K
Midwest Capital Advisors, LLC 0.09% Add +3.1% 728 $185K
Fiduciary Advisors, Inc. 0.14% Reduce -13.9% 700 $178K
Disciplined Equity Management, Inc. 0.09% Reduce -4.1% 660 $168K
HFM Investment Advisors, LLC 0.06% Add +5.2% 589 $150K
Sagard Holdings Management Inc. 0.75% No change 588 $150K
Glynn Capital Management LLC 0.05% Reduce -96.8% 587 $149K
Collier Financial 0.11% — 584 $149K
Winnacle Wealth LLC 0.11% Reduce -65.1% 560 $143K
Perritt Capital Management Inc 0.07% Reduce -2.5% 553 $141K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -47.5% 512 $130K
Cordant, Inc. 0.06% Add +0.8% 509 $130K
Clarity Asset Management, Inc. 0.06% No change 443 $113K
Morgan Dempsey Capital Management LLC 0.05% Reduce -7.0% 400 $102K
Wormser Freres Gestion 0.06% No change 400 $102K
Financially Speaking Inc 0.06% No change 334 $85K
Teachers Insurance & Annuity Association of America 0.10% No change 330 $84K
Pillar Financial Advisors, LLC 0.05% No change 327 $83K
Alphadyne Asset Management LP 0.05% New 279 $71K
10Elms LLP 0.06% No change 243 $62K
PayPay Securities Corp 2.20% Reduce -5.1% 240 $61K
Disciplina Capital Management LLC 0.01% No change 236 $60K
Park Square Financial Group, LLC 0.25% Reduce -99.2% 228 $58K
Conquis Financial LLC 0.05% No change 220 $56K
Geo Capital Gestora de Recursos Ltd 0.10% Reduce -11.0% 219 $56K
Sellwood Investment Partners LLC 0.01% Add +110.9% 135 $34K
Eisler Capital Management Ltd. 0.00% Reduce -100.0% 103 $26K
Avenir Tech Ltd 0.00% No change 100 $25K
Drystone LLC 0.02% No change 98 $25K
Uniplan Investment Counsel, Inc. 0.00% New 80 $20K
VSM Wealth Advisory, LLC 0.01% Reduce -99.3% 86 $18K
Nexus Investment Management ULC 0.00% Reduce -76.9% 60 $15K
Bridge Generations Wealth Management LLC 0.00% No change 18 $5K
ROSS\JOHNSON & Associates LLC 0.08% No change 16 $4K
Berkshire Capital Holdings Inc. 0.00% No change 10 $3K
Transce3nd, LLC 0.02% Reduce -98.8% 220 $2K
Capco Asset Management, LLC 0.00% Reduce -50.0% 4 $1K
Globeflex Capital L P 0.00% New 1 $255
Elequin Capital, LP 0.00% Reduce -99.8% 1 $255

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