AppleAAPL

13F holders, Q4 2025 (December 31)
6,126holders +514
93new positions
84sold out
21famous investors
$271.35avg. 13F price*

At the end of Q4 2025, 6,126 institutions reported holding Apple Inc. (AAPL) in their 13F filings, up 514 from Q3 2025. 93 opened new positions and 84 sold out. The largest holders were Vanguard Group Inc. ($387.7B), BlackRock, Inc. ($313.9B) and State Street Corp. ($164.2B). 21 famous investors held it, including Duan Yongping (50.3% of H&H International Investment's portfolio), Warren Buffett (22.6% of Berkshire Hathaway's portfolio) and Ken Fisher (5.1% of Fisher Asset Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions93$1.6B
Exits84$2.8B

All 13F filers, Q3 2025 → Q4 2025: 356,447,855 shares bought and 194,486,442 shares sold, net +161,961,413 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6,126 holders

Vanguard Group Inc. 5.62% Add +1.9% 1,426,283,914 $387.7B
BlackRock, Inc. 5.34% Add +0.7% 1,154,665,731 $313.9B
State Street Corp. 5.52% Add +1.1% 604,056,505 $164.2B
Geode Capital Management, LLC 5.99% Add +0.5% 358,032,517 $97.0B
FMR LLC 4.27% Add +1.4% 307,397,264 $83.6B
Morgan Stanley 3.74% Add +0.6% 230,483,035 $62.7B
Berkshire Hathaway 22.60% Reduce -4.3% 227,917,808 $62.0B
JPMorgan Chase & Co. 4.13% Reduce -4.8% 225,419,111 $61.3B
T. Rowe Price Associates Inc. 5.98% Reduce -4.3% 203,499,482 $55.3B
Invesco Ltd. 4.98% Add +163.6% 193,716,625 $52.7B
Norges Bank 5.59% — 192,255,086 $52.3B
Northern Trust Corp. 5.57% Reduce -2.4% 160,670,451 $43.7B
Bank of America Corp. 2.45% Add +0.5% 123,611,784 $33.6B
Legal & General Group Plc 6.66% Add +0.0% 110,452,467 $30.0B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 6.06% Add +0.2% 105,465,608 $28.7B
Charles Schwab Investment Management Inc. 4.22% Reduce -0.0% 99,788,496 $27.1B
Goldman Sachs Group Inc. 3.84% Add +2.7% 99,164,706 $27.0B
Bank of New York Mellon Corp 4.69% Add +0.4% 97,837,182 $26.6B
Wellington Management Group LLP 3.69% Reduce -7.7% 77,305,231 $21.0B
Nuveen, LLC 5.35% Add +3.8% 75,000,920 $20.4B
Capital International Investors 3.07% Add +28.2% 71,822,415 $19.5B
Royal Bank of Canada 3.36% Add +11.8% 70,248,069 $19.1B
Amundi 4.90% Reduce -7.9% 59,302,536 $16.1B
Wells Fargo & Company 3.11% Reduce -2.9% 58,276,322 $15.8B
Dimensional Fund Advisors LP 3.28% Add +0.4% 57,574,200 $15.7B
Capital Research Global Investors 2.79% Add +21.7% 55,474,240 $15.1B
Fisher Asset Management 5.12% Add +1.3% 55,146,752 $15.0B
Franklin Resources Inc. 3.21% Add +4.4% 47,429,525 $12.9B
Deutsche Bank AG 4.12% Reduce -1.4% 46,428,100 $12.6B
Ameriprise Financial Inc. 2.81% Reduce -2.6% 45,534,081 $12.4B
UBS Group AG 2.40% Reduce -10.6% 44,547,157 $12.1B
Alliancebernstein L.P. 3.49% Add +40.0% 40,682,653 $11.1B
Swiss National Bank 6.58% Reduce -5.5% 40,667,068 $11.1B
HSBC Holdings PLC 5.72% Reduce -1.6% 36,932,909 $10.0B
California Public Employees Retirement System 5.65% Add +3.1% 36,375,266 $9.9B
Jennison Associates LLC 5.82% Reduce -4.8% 35,669,018 $9.7B
Sumitomo Mitsui Trust Group, Inc. 5.62% Reduce -3.6% 35,189,550 $9.6B
Barclays PLC 3.80% Reduce -16.9% 34,770,785 $9.5B
H&H International Investment 50.30% Reduce -7.1% 32,358,507 $8.8B
Mitsubishi UFJ Asset Management Co., Ltd. 5.85% Add +4.7% 31,856,462 $8.6B
National Pension Service 6.08% Add +1.6% 30,195,243 $8.2B
Raymond James Financial Inc. 2.54% Add +1.0% 30,054,951 $8.2B
Bank of Montreal 3.16% Reduce -4.4% 28,178,778 $7.7B
Capital World Investors 1.02% Add +34.5% 27,487,370 $7.5B
Janus Henderson Group PLC 3.32% Reduce -3.5% 27,341,792 $7.4B
Massachusetts Financial Services Co. 2.36% Reduce -5.2% 26,896,166 $7.3B
Rhumbline Advisers 5.83% Reduce -3.9% 26,533,538 $7.2B
American Century Companies Inc. 3.57% Reduce -6.2% 26,030,829 $7.1B
Canada Pension Plan Investment Board 4.44% Reduce -1.9% 24,410,695 $6.6B
LPL Financial LLC 1.75% Add +3.3% 23,606,189 $6.4B
State Farm Mutual Automobile Insurance Co. 5.03% Reduce -3.1% 23,565,339 $6.4B
California State Teachers Retirement System 6.25% Reduce -2.2% 22,981,011 $6.2B
Victory Capital Management Inc. 3.45% Add +14.2% 22,254,786 $6.1B
Nordea Investment Management AB 5.14% Add +3.7% 22,035,680 $6.0B
Principal Financial Group Inc. 2.91% Add +0.6% 20,994,069 $5.7B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 4.76% Reduce -0.8% 19,768,858 $5.4B
PNC Financial Services Group, Inc. 2.83% Reduce -0.8% 19,086,315 $5.2B
BNP Paribas Financial Markets 3.32% Add +63.0% 19,045,380 $5.2B
Assenagon Asset Management S.A. 7.69% Add +14.3% 18,853,552 $5.1B
Swedbank AB 4.75% Reduce -7.6% 18,056,658 $4.9B
Arrowstreet Capital, Limited Partnership 2.76% Reduce -38.4% 17,359,626 $4.7B
Mariner, LLC 5.59% Add +5.2% 17,268,228 $4.7B
New York State Common Retirement Fund 6.25% Reduce -3.3% 17,231,786 $4.7B
TD Asset Management Inc 3.72% Add +4.8% 16,985,985 $4.6B
T. Rowe Price Investment Management, Inc. 2.83% Reduce -14.8% 16,466,197 $4.5B
Schroder Investment Management Group 3.38% Add +6.2% 16,383,661 $4.5B
Neuberger Berman Group LLC 3.28% Reduce -3.3% 16,215,660 $4.4B
Aberdeen Group plc 6.80% Reduce -1.3% 16,161,971 $4.4B
Citigroup Inc. 2.98% Add +3.8% 15,988,868 $4.3B
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 4.96% Add +112.5% 15,899,182 $4.3B
Voya Investment Management LLC 4.77% Add +3.0% 15,526,172 $4.2B
Fayez Sarofim & Co 9.40% Reduce -6.3% 14,400,530 $3.9B
National Bank of Canada 3.99% Reduce -17.2% 14,291,459 $3.9B
Russell Investments Group, Ltd. 4.24% Add +7.6% 14,275,264 $3.9B
Clearbridge Investments, LLC 3.07% Reduce -7.9% 14,085,524 $3.8B
Prudential Financial Inc. 4.48% Reduce -8.1% 13,636,789 $3.7B
Robeco Institutional Asset Management B.V. 5.15% Add +0.3% 13,292,168 $3.6B
Adage Capital Partners Gp, L.L.C. 5.45% Reduce -1.1% 13,226,554 $3.6B
Aviva PLC 5.95% Add +5.8% 12,969,366 $3.5B
State Board of Administration of Florida Retirement System 6.23% Reduce -3.0% 12,952,636 $3.5B
SG Americas Securities, LLC 4.54% Add +133.3% 12,588,384 $3.4B
Manufacturers Life Insurance Company, The 2.83% Reduce -7.7% 12,545,302 $3.4B
AQR Capital Management 1.78% Add +15.5% 12,501,523 $3.4B
Bessemer Group Inc. 5.12% Add +2.7% 12,265,721 $3.3B
New York State Teachers Retirement System 6.33% Reduce -3.0% 11,980,097 $3.3B
CANADA LIFE ASSURANCE Co 5.66% Reduce -22.9% 11,969,448 $3.3B
Allianz Asset Management GmbH 3.66% Add +5.8% 11,758,940 $3.2B
Envestnet Asset Management Inc. 0.94% Reduce -5.7% 11,675,095 $3.2B
Ensign Peak Advisors, Inc 5.48% Reduce -4.2% 11,422,735 $3.1B
ProShare Advisors LLC 5.47% Add +21.4% 11,397,763 $3.1B
Creative Planning 2.20% Add +3.9% 11,310,582 $3.1B
Stifel Financial Corp. 2.76% Reduce -1.6% 11,302,918 $3.1B
Universal- Beteiligungs- und Servicegesellschaft mbH 5.03% Add +0.8% 11,232,447 $3.0B
Korea Investment CORP 5.97% Reduce -0.9% 11,157,026 $3.0B
HighTower Advisors, LLC 3.27% Reduce -2.2% 11,007,492 $3.0B
Corient Private Wealth LP 4.07% Add +18.9% 11,001,858 $3.0B
Acadian Asset Management LLC 4.89% Add +15.8% 10,964,955 $3.0B
Sanders Capital, LLC 3.42% Reduce -0.5% 10,910,255 $3.0B
CIBC Private Wealth Group LLC 4.85% Reduce -1.3% 10,564,205 $2.9B
US Bancorp \de 3.28% Reduce -1.5% 10,284,947 $2.8B
Danske Bank A/S 6.36% Reduce -2.8% 10,064,719 $2.7B
Natixis Advisors, LLC 3.87% Add +8.6% 10,042,236 $2.7B
Royal London Asset Management Ltd. 5.68% Reduce -0.7% 9,934,207 $2.7B
FIL Ltd 2.02% Reduce -11.1% 9,914,056 $2.7B
Baird Financial Group, Inc. 4.19% Add +1.4% 9,875,218 $2.7B
Caisse de depot et placement du Quebec 4.47% Add +1.5% 9,695,513 $2.6B
Commonwealth Equity Services, LLC 3.50% Reduce -8.8% 9,642,395 $2.6B
Quantinno Capital Management LP 5.24% Add +31.7% 9,586,155 $2.6B
Focus Partners Wealth 2.93% Add +40.6% 9,521,669 $2.6B
Sei Investments Co. 2.53% Add +6.2% 9,432,230 $2.6B
Circle Wealth Management, LLC 39.44% Add +41.9% 9,416,666 $2.6B
Chevy Chase Trust Holdings, LLC 6.79% Reduce -1.2% 9,248,101 $2.5B
Mackenzie Financial Corp. 2.97% Add +1.6% 9,203,899 $2.5B
Cerity Partners LLC 3.62% Add +3.6% 9,120,631 $2.5B
Bank of Nova Scotia 3.65% Reduce -36.2% 9,013,426 $2.5B
Zurcher Kantonalbank (Zurich Cantonalbank) 5.22% Reduce -2.8% 8,886,177 $2.4B
Pictet Asset Management Holding SA 2.33% Add +0.9% 8,834,896 $2.4B
PFA Pension, Forsikringsaktieselskab 6.69% — 8,639,269 $2.4B
APG Asset Management N.V. 6.57% Reduce -4.5% 10,003,258 $2.3B
Los Angeles Capital Management LLC 7.76% Add +10.1% 8,388,193 $2.3B
Winslow Capital Management, LLC 7.51% Reduce -3.1% 8,279,618 $2.2B
Storebrand Asset Management As 5.90% Reduce -2.4% 8,085,663 $2.2B
State of Wisconsin Investment Board 4.70% Reduce -5.1% 7,711,087 $2.1B
DekaBank Deutsche Girozentrale 3.57% No change 10,884,086 $2.1B
Osaic Holdings, Inc. 2.99% Add +1.1% 7,528,673 $2.0B
Wealth Enhancement Advisory Services, LLC 2.78% Add +0.3% 7,814,046 $2.0B
Mitsubishi UFJ Trust & Banking Corp 4.84% Reduce -8.2% 7,503,779 $2.0B
Lazard Asset Management LLC 3.40% Reduce -39.2% 7,369,513 $2.0B
Credit Agricole S A 5.51% Add +36.0% 7,352,647 $2.0B
Eurizon Capital SGR S.p.A. 6.20% — 7,326,422 $2.0B
Mirae Asset Global Investments Co., Ltd. 5.45% Add +10.7% 7,226,979 $2.0B
Handelsbanken Fonder AB 5.89% Add +1.9% 7,168,943 $1.9B
KBC Group NV 4.37% Add +3.1% 7,044,697 $1.9B
Toronto Dominion Bank 3.39% Reduce -12.8% 6,988,872 $1.9B
Nomura Asset Management Co. Ltd. 4.79% Reduce -1.6% 6,951,830 $1.9B
Cetera Investment Advisers 2.06% Add +2.9% 6,939,491 $1.9B
Truist Financial Corp. 2.49% Reduce -2.7% 6,841,318 $1.9B
Public Employees Retirement Association of Colorado 6.80% Reduce -2.0% 6,801,856 $1.8B
GMO 4.66% Add +9.5% 6,707,117 $1.8B
Asset Management One Co., Ltd. 5.06% Add +0.8% 6,647,103 $1.8B
Treasurer of the State of North Carolina 5.80% Reduce -7.3% 6,662,227 $1.8B
Marshall Wace, LLP 1.76% Reduce -38.4% 6,657,719 $1.8B
Healthcare of Ontario Pension Plan Trust Fund 3.07% Reduce -0.1% 6,629,761 $1.8B
Mercer Global Advisors Inc. 2.73% Add +9.1% 6,601,785 $1.8B
Captrust Financial Advisors 3.39% Add +6.4% 6,554,107 $1.8B
Rockefeller Capital Management L.P. 3.19% Add +3.9% 6,504,923 $1.8B
Panagora Asset Management Inc. 6.13% Add +15.7% 6,364,252 $1.7B
Public Employees Retirement System of Ohio 5.33% Reduce -0.1% 6,288,654 $1.7B
Bank Julius Baer & Co. Ltd, Zurich 4.53% Add +4.0% 6,039,498 $1.6B
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.47% Reduce -4.1% 6,010,688 $1.6B
Man Group plc 3.17% Reduce -2.6% 5,993,760 $1.6B
Fifth Third Bancorp 5.16% Reduce -0.7% 5,974,736 $1.6B
Blair William & Co. 4.34% Reduce -0.7% 5,949,948 $1.6B
Two Sigma Advisers, LP 3.12% Add +7.8% 5,896,700 $1.6B
Daiwa Securities Group Inc. 5.17% Add +0.5% 5,848,633 $1.6B
KLP Kapitalforvaltning As 6.11% Reduce -0.3% 5,817,204 $1.6B
Nomura Asset Management International Inc. 2.39% — 5,816,006 $1.6B
King Luther Capital Management Corp. 6.42% Add +1.2% 5,763,298 $1.6B
AustralianSuper Pty Ltd 7.10% Add +1.8% 5,615,450 $1.5B
Thrivent Financial for Lutherans 2.76% Reduce -0.7% 5,595,192 $1.5B
Citadel Advisors 1.04% Add +12.2% 5,520,590 $1.5B
William Blair Investment Management, LLC 4.13% Reduce -3.1% 5,444,328 $1.5B
D. E. Shaw & Co. 1.20% Reduce -6.4% 5,441,516 $1.5B
STRS Ohio 5.32% Reduce -3.7% 5,242,975 $1.4B
CIBC Asset Management Inc 3.44% Add +35.5% 5,239,027 $1.4B
Retirement Systems of Alabama 4.61% Reduce -0.4% 5,220,255 $1.4B
First Manhattan Co. Llc. 3.69% Reduce -1.7% 5,173,749 $1.4B
DNB Asset Management AS 4.87% Reduce -7.6% 5,137,260 $1.4B
State of New Jersey Common Pension Fund D 4.98% Reduce -2.7% 5,067,641 $1.4B
Parnassus Investments, LLC 3.56% Add +43.0% 5,049,172 $1.4B
Skandinaviska Enskilda Banken AB (publ) 5.45% Reduce -5.7% 5,001,960 $1.4B
Millennium Management 1.00% Reduce -29.4% 4,950,847 $1.3B
Jane Street Group, LLC 1.59% Add +4.2% 4,895,066 $1.3B
State of Tennessee, Department of Treasury 4.25% Reduce -0.9% 5,119,921 $1.3B
Lansforsakringar Fondforvaltning AB (publ) 6.56% Add +0.5% 4,876,821 $1.3B
Worldquant Millennium Advisors LLC 5.13% Reduce -4.6% 4,868,338 $1.3B
Keybank National Association 4.72% Reduce -0.1% 4,849,893 $1.3B
M&T Bank Corp 4.17% Add +2.9% 4,780,670 $1.3B
Menora Mivtachim Holdings LTD. 6.10% Reduce -0.2% 4,776,136 $1.3B
Jacobs Levy Equity Management, Inc. 4.99% Reduce -9.0% 4,756,835 $1.3B
Janney Montgomery Scott LLC 2.94% Add +2.7% 4,708,902 $1.3B
Teacher Retirement System of Texas 4.40% Add +11.1% 4,682,646 $1.3B
Fred Alger Management, LLC 4.85% Add +10.6% 4,549,302 $1.2B
Resona Asset Management Co.,Ltd. 5.89% Reduce -4.4% 4,503,560 $1.2B
UniSuper Management Pty Ltd 7.23% Add +1.4% 4,440,224 $1.2B
1832 Asset Management L.P. 1.53% Reduce -0.2% 4,399,620 $1.2B
Cambridge Investment Research Advisors, Inc. 3.15% Reduce -0.4% 4,377,705 $1.2B
ING Groep NV 7.11% Reduce -14.2% 4,333,766 $1.2B
First Trust Advisors LP 0.85% Add +1.9% 4,313,072 $1.2B
NEOS Investment Management LLC 6.74% Add +28.4% 4,284,860 $1.2B
Nisa Investment Advisors, LLC 3.82% Add +4.4% 4,260,984 $1.2B
Cardano Risk Management B.V. 11.48% Reduce -0.9% 4,198,481 $1.1B
Arizona State Retirement System 6.20% Reduce -3.8% 4,194,593 $1.1B
Lido Advisors, LLC 4.52% Add +1.4% 4,423,627 $1.1B
State of Michigan Retirement System 5.53% Reduce -3.5% 4,183,799 $1.1B
Everett Harris & Co. 13.65% Reduce -1.3% 4,140,002 $1.1B
MetLife Investment Management, LLC 5.39% Reduce -5.0% 4,095,729 $1.1B
Federated Hermes, Inc. 1.85% Add +15.6% 4,073,978 $1.1B
Forsta Ap-Fonden 6.53% Reduce -2.6% 4,030,000 $1.1B
Calamos Advisors LLC 6.40% Reduce -2.5% 3,975,058 $1.1B
Performance Wealth Partners, LLC 29.17% Reduce -2.1% 3,958,279 $1.1B
Czech National Bank 6.87% Add +3.4% 3,896,300 $1.1B
Brown Advisory Inc. 1.48% Add +0.4% 3,893,193 $1.1B
VIRGINIA RETIREMENT SYSTEMS ET Al 6.28% Add +12.9% 3,880,040 $1.1B
Swiss Life Asset Management Ltd 5.36% Reduce -4.2% 3,869,256 $1.1B
Public Sector Pension Investment Board 3.52% Add +1.9% 3,840,481 $1.0B
Commerce Bank 5.72% Reduce -1.1% 3,813,198 $1.0B
Macquarie Group Ltd. 4.51% Reduce -58.7% 3,785,315 $1.0B
Clear Street Group Inc. 5.38% Reduce -1.1% 3,784,704 $1.0B
Northwestern Mutual Wealth Management Co. 0.64% Reduce -1.2% 3,708,731 $1.0B
Qube Research & Technologies Ltd 1.44% Add +73.8% 3,699,855 $1.0B
Xponance LLC 7.55% Add +0.7% 3,699,721 $1.0B
Susquehanna International Group, LLP 1.34% Reduce -19.8% 3,580,033 $973.3M
Allspring Global Investments Holdings, LLC 1.53% Reduce -0.6% 3,474,473 $941.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 4.73% Reduce -3.5% 3,437,062 $934.4M
NewEdge Advisors, LLC 3.39% Add +41.9% 3,432,296 $933.1M
Candriam S.C.A. 4.57% Reduce -1.4% 3,353,628 $911.8M
Zurich Insurance Group Ltd 6.31% Reduce -4.5% 3,346,141 $909.7M
Glenmede Trust Co. NA 4.30% — 3,334,601 $906.5M
Tredje AP-fonden 6.81% Reduce -10.5% 3,325,963 $904.2M
Scotia Capital Inc. 3.59% Reduce -1.1% 3,280,097 $891.6M
Westfield Capital Management Co. LP 3.71% Reduce -1.8% 3,274,318 $890.2M
Flossbach Von Storch SE 3.52% Reduce -3.8% 3,263,728 $887.3M
Comerica Bank 3.49% Reduce -5.0% 3,216,562 $874.5M
AMF Tjanstepension AB 5.39% Reduce -0.2% 3,202,597 $870.7M
Nissay Asset Management Corp. /Japan 4.46% Add +0.9% 3,156,732 $858.2M
Rathbones Group PLC 3.35% Add +0.6% 3,151,569 $856.8M
Cibc World Market Inc. 1.51% Reduce -2.3% 3,113,841 $846.5M
Amalgamated Bank 6.09% Reduce -6.0% 3,104,765 $844.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 4.45% Add +11.2% 3,094,711 $841.3M
Gateway Investment Advisers LLC 7.81% Add +2.2% 3,086,898 $839.2M
Agf Management Ltd. 3.61% Add +1.4% 3,037,988 $825.9M
Ninety One UK Ltd 1.75% Add +5.1% 2,994,661 $814.1M
Capital Wealth Planning, LLC 5.16% Reduce -8.7% 2,937,051 $797.6M
IFM Investors Pty Ltd 6.63% Add +0.4% 2,924,490 $795.1M
Capitolis Liquid Global Markets LLC 4.73% Add +33.3% 2,919,147 $793.6M
Assetmark, Inc. 1.61% Add +5.2% 2,908,985 $790.8M
Life Cycle Investment Partners Ltd 5.51% — 2,898,293 $787.9M
Jones Financial Companies LLLP 0.48% Add +9.6% 2,873,037 $781.1M
Mn Services Vermogensbeheer B.V. 4.78% Add +2.4% 2,860,126 $777.6M
Kestra Advisory Services, LLC 3.17% Add +6.7% 2,829,676 $769.3M
PensionDanmark Pensionsforsikringsaktieselskab 6.92% — 2,800,567 $761.4M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 8.17% No change 2,800,000 $761.2M
Cincinnati Financial Corp. 14.84% No change 2,797,016 $760.4M
Cibc World Markets Corp. 3.79% — 2,782,317 $756.4M
MML Investors Services, LLC 1.84% Add +5.9% 2,778,119 $755.3M
Pathstone Holdings, LLC 2.90% Add +1.9% 2,764,894 $751.1M
Ieq Capital, LLC 2.23% Add +7.5% 2,740,916 $745.1M
Rafferty Asset Management, LLC 2.57% Reduce -3.9% 2,737,806 $744.3M
Cwm, LLC 2.00% Add +8.1% 2,710,224 $736.8M
Pinebridge Investments LLC 5.41% — 2,699,213 $733.8M
Fort Washington Investment Advisors Inc. 3.89% Reduce -5.0% 2,686,669 $730.4M
Alecta Tjanstepension Omsesidigt 3.17% No change 2,656,000 $722.0M
&partners 3.77% Add +21.6% 2,651,448 $720.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 5.78% Reduce -4.6% 2,538,148 $690.0M
Woodline Partners LP 2.66% Add +23.0% 2,522,287 $685.7M
Varma Mutual Pension Insurance Co 4.10% Add +4.4% 2,495,883 $678.5M
O'shaughnessy Asset Management, LLC 3.74% Add +11.5% 2,491,090 $677.2M
London Co. of Virginia 3.79% Reduce -2.7% 2,415,820 $656.8M
Utah Retirement Systems 6.23% Reduce -0.0% 2,408,738 $654.8M
Tidal Investments LLC 2.71% Add +13.3% 2,376,468 $646.1M
Haverford Trust Co 5.75% Add +0.5% 2,371,358 $644.7M
CI Investments Inc. 2.82% Reduce -12.9% 2,361,643 $642.0M
Brown Brothers Harriman & Co. 3.46% Add +0.2% 2,331,459 $633.8M
OMERS ADMINISTRATION Corp 4.51% Add +1.1% 2,327,741 $632.8M
USS Investment Management Ltd 3.13% Reduce -0.8% 2,321,435 $631.2M
Vanguard Personalized Indexing Management, LLC 6.15% Add +3.2% 2,318,807 $630.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 4.90% Add +1.2% 2,291,385 $622.9M
EP Wealth Advisors, LLC 3.24% — 2,291,304 $622.9M
Compagnie Lombard Odier SCmA 6.74% Reduce -1.8% 2,280,902 $620.1M
Connor, Clark & Lunn Investment Management Ltd. 1.62% Add +26.9% 2,278,198 $619.4M
BI Asset Management Fondsmaeglerselskab A/S 5.46% Add +7.3% 2,299,778 $618.2M
Employees Retirement System of Texas 5.87% Reduce -7.0% 2,268,191 $616.6M
HRT Financial LP 1.94% Reduce -25.4% 2,262,382 $615.1M
Rakuten Investment Management, Inc. 2.06% Add +7643.7% 2,235,441 $612.0M
Banco Bilbao Vizcaya Argentaria, S.A. 4.25% Reduce -9.7% 2,239,057 $609.3M
Police & Firemen's Retirement System of New Jersey 5.05% Reduce -5.0% 2,233,478 $607.2M
Steward Partners Investment Advisory, LLC 3.32% Add +1.3% 2,228,272 $605.8M
Private Advisor Group, LLC 2.85% Reduce -1.6% 2,226,109 $605.2M
Mediolanum International Funds Ltd 5.95% Reduce -14.4% 2,181,728 $595.8M
MAI Capital Management 3.41% Add +7.4% 2,166,803 $589.1M
AE Wealth Management LLC 3.36% Add +7.0% 2,150,834 $584.7M
B. Metzler seel. Sohn & Co. AG 5.10% Reduce -21.8% 2,149,049 $584.7M
Federation des caisses Desjardins du Quebec 2.22% Add +3.3% 2,142,098 $582.3M
Huntington National Bank 4.71% Reduce -5.2% 2,141,159 $582.1M
Empower Advisory Group, LLC 1.56% Reduce -1.1% 2,129,082 $578.8M
New York Life Investment Management LLC 4.93% Reduce -1.3% 2,102,486 $571.6M
QRG Capital Management, Inc. 6.33% Add +6.6% 2,090,638 $568.4M
ASR Vermogensbeheer N.V. 6.56% Add +0.1% 2,074,768 $564.0M
Williams Jones Wealth Management, LLC. 6.35% Add +0.4% 2,066,525 $561.8M
Sequoia Financial Advisors, LLC 3.03% Add +19.6% 1,994,220 $542.1M
Jensen Investment Management Inc. 8.46% Reduce -14.1% 1,978,272 $537.8M
Vinva Investment Management Ltd 6.68% Add +55.0% 1,962,603 $535.9M
Squarepoint Ops LLC 1.06% Add +0.8% 1,931,285 $525.0M
Teachers Retirement System of the State of Kentucky 3.91% Reduce -2.3% 1,920,057 $522.0M
OP Asset Management Ltd 6.16% Add +9.3% 1,907,938 $518.7M
Cullen/Frost Bankers, Inc. 5.65% Reduce -1.1% 1,889,776 $513.8M
Allworth Financial LP 2.09% Reduce -3.5% 1,873,987 $509.5M
Johnson Investment Counsel Inc. 4.14% Reduce -2.1% 1,860,944 $505.9M
Tiaa Trust, National Association 1.20% Reduce -1.3% 1,847,781 $502.3M
Cresset Asset Management, LLC 2.13% Reduce -1.7% 1,845,772 $501.8M
State of Alaska, Department of Revenue 5.33% Reduce -6.2% 1,843,985 $501.3M
Ofi Invest Asset Management 7.06% Add +70.5% 2,128,499 $494.4M
Saturna Capital Corp. 6.44% Reduce -0.7% 1,786,099 $485.6M
United Capital Financial Advisors, LLC 2.93% Add +15.2% 1,785,601 $485.4M
Yarbrough Capital, LLC 15.09% No change 1,783,410 $484.8M
Erste Asset Management GmbH 4.06% Add +12.6% 1,766,788 $483.4M
LGT Group Foundation 5.25% Reduce -0.1% 1,764,294 $481.8M
Whittier Trust Co. 5.21% Add +2.7% 1,833,094 $480.9M
Guggenheim Capital LLC 3.53% Reduce -8.2% 1,768,985 $480.9M
HM Payson & Co. 6.77% Reduce -0.7% 1,764,533 $479.7M
Primecap Management Co. 0.36% No change 1,760,880 $478.7M
Factory Mutual Insurance Co. 4.76% Reduce -2.3% 1,727,321 $469.6M
AEGON ASSET MANAGEMENT UK Plc 5.54% Add +1.4% 1,712,364 $465.5M
Welch & Forbes LLC 5.61% Reduce -1.2% 1,702,197 $462.8M
Oregon Public Employees Retirement Fund 5.85% Reduce -0.3% 1,692,115 $460.0M
Bartlett & Co. Wealth Management LLC 5.99% Reduce -1.3% 1,683,579 $457.7M
Intech Investment Management LLC 4.06% Reduce -0.1% 1,672,321 $454.6M
Beacon Pointe Advisors, LLC 3.19% Add +8.8% 1,672,021 $454.6M
Investment Management Corp of Ontario 5.95% Reduce -1.0% 1,644,851 $447.2M
Congress Asset Management Co. 3.14% Add +16.2% 1,643,557 $446.8M
Mutual of America Capital Management LLC 4.67% Reduce -1.4% 1,635,094 $444.5M
Vontobel Holding Ltd. 1.46% Reduce -10.1% 1,634,593 $444.4M
Banco Santander, S.A. 3.32% Add +24.7% 1,632,089 $443.7M
Holocene Advisors, LP 0.93% Reduce -16.4% 1,630,000 $443.1M
Regions Financial Corp. 2.78% Reduce -0.5% 1,597,271 $434.2M
PBU - The Pension Fund of Early Childhood & Youth Educators 6.28% — 1,593,166 $433.1M
Jupiter Asset Management Ltd. 3.44% Add +5.2% 1,581,364 $429.9M
Pacer Advisors, Inc. 1.15% Reduce -5.8% 1,580,324 $429.6M
Zacks Investment Management 3.38% Reduce -1.0% 1,580,088 $429.6M
Wealthfront Advisers LLC 0.96% Add +6.9% 1,576,668 $428.6M
Evercore Wealth Management, LLC 6.28% Reduce -2.6% 1,576,554 $428.6M
MUFG Securities EMEA plc 4.98% Add +278.6% 1,575,360 $428.3M
Gotham Asset Management 1.55% Add +9.3% 1,562,604 $424.8M
Boston Trust Walden Corp 3.18% Reduce -2.9% 1,551,190 $421.7M
Clark Capital Management Group, Inc. 2.58% Add +2.6% 1,545,785 $420.2M
HB Wealth Management, LLC 2.72% Add +1.2% 1,540,363 $418.8M
Artisan Partners Limited Partnership 0.64% Add +68.2% 1,533,380 $416.9M
Elo Mutual Pension Insurance Co 6.38% Reduce -6.2% 1,531,931 $416.5M
Raiffeisen Bank International AG 5.33% Reduce -2.4% 1,511,269 $412.7M
TD Waterhouse Canada Inc. 2.56% Add +1.0% 1,513,518 $411.4M
Fiduciary Trust Co 4.67% Reduce -3.2% 1,510,828 $410.7M
Yousif Capital Management, LLC 4.50% Reduce -4.6% 1,663,116 $410.3M
D.A. Davidson & Co. 2.49% Reduce -1.1% 1,496,845 $406.9M
Alphinity Investment Management Pty Ltd 4.12% Add +105.7% 1,495,149 $406.5M
GF Fund Management Co. LTD. 6.93% Reduce -2.0% 1,490,633 $405.2M
Polar Capital Holdings Plc 1.83% Add +15.9% 1,472,639 $400.4M
Ethic Inc. 6.15% Add +4.8% 1,472,001 $400.2M
LBP Am SA 4.64% Add +10.8% 1,471,769 $400.1M
Lord, Abbett & Co. LLC 1.28% Add +11.4% 1,468,801 $399.3M
Prudential PLC 3.19% Reduce -1.2% 1,465,579 $398.4M
Pinnacle Financial Partners, Inc. 3.00% — 1,460,394 $397.0M
Shelton Capital Management 7.76% Reduce -7.1% 1,446,671 $393.3M
Atalanta Sosnoff Capital, LLC 7.66% Add +2.8% 1,444,610 $392.7M
Midwest Trust Co 4.89% Reduce -0.1% 1,440,807 $391.7M
Greenbrier Partners Capital Management, LLC 25.91% Reduce -0.1% 1,421,438 $386.4M
Citizens Financial Group Inc. 5.16% Reduce -0.8% 1,415,079 $384.7M
Crestwood Advisors Group, LLC 6.25% Reduce -1.9% 1,381,107 $375.5M
Peapack Gladstone Financial Corp. 4.71% Add +0.2% 1,374,898 $373.8M
iA Global Asset Management Inc. 4.75% Reduce -5.8% 1,371,233 $372.8M
Bridges Investment Management Inc. 4.72% Reduce -8.5% 1,368,537 $372.1M
Sapient Capital LLC 5.22% Reduce -0.1% 1,361,346 $371.7M
Ferguson Wellman Capital Management, Inc. 5.92% Add +10.4% 1,359,550 $369.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 3.32% Reduce -0.8% 1,417,914 $366.2M
NewEdge Wealth, LLC 4.13% Add +15.2% 1,343,979 $365.4M
Sarasin & Partners LLP 3.79% Reduce -7.5% 1,342,254 $364.9M
DAVENPORT & Co LLC 1.96% Reduce -3.1% 1,332,623 $362.5M
Employees Provident Fund Board 2.65% Add +3.3% 1,324,583 $360.1M
HUB Investment Partners, LLC 9.53% New 1,284,361 $349.2M
Danica Pension, Livsforsikringsaktieselskab 4.99% Reduce -4.5% 1,273,892 $346.3M
Natixis 1.36% Reduce -34.2% 1,269,274 $345.1M
Andra AP-fonden 4.24% Add +63.1% 1,262,188 $343.1M
Groupama Asset Managment 5.07% Reduce -1.4% 1,261,671 $342.9M
Epoch Investment Partners, Inc. 1.91% Add +13.3% 1,235,955 $336.0M
Lazard Freres Gestion S.A.S. 6.05% Reduce -2.4% 1,234,233 $335.5M
Pinnacle Associates Ltd. 4.30% Reduce -1.6% 1,233,646 $335.4M
Border to Coast Pensions Partnership Ltd 5.84% No change 1,230,462 $335.1M
Markel Group 2.66% No change 1,227,290 $333.7M
UMB Bank, n.a. 4.44% Add +3.3% 1,226,949 $333.6M
Sustainable Growth Advisers, LP 2.30% Reduce -7.4% 1,220,036 $331.7M
Mairs & Power Inc. 3.19% Add +2.9% 1,217,486 $331.0M
Quilter Plc 5.48% Reduce -4.6% 1,201,257 $326.6M
Hudson Bay Capital Management LP 2.03% Add +17.9% 1,191,454 $323.9M
Waverly Advisors, LLC 2.62% Add +22.4% 1,188,506 $323.1M
Abn Amro Investment Solutions 4.75% Add +122.8% 1,179,415 $320.6M
Aptus Capital Advisors, LLC 2.71% Add +3.8% 1,173,172 $318.9M
Union Bancaire Privee, UBP SA 3.72% Add +77.6% 1,158,690 $310.8M
Allstate Corp. 4.20% Add +108.2% 1,130,406 $307.3M
Perigon Wealth Management, LLC 5.50% Add +2.9% 1,129,695 $307.1M
Davis R M Inc. 5.28% Reduce -0.5% 1,128,190 $306.7M
Louisiana State Employees Retirement System 5.19% Reduce -8.7% 1,112,800 $302.5M
Crossmark Global Holdings, Inc. 4.31% Add +15.8% 1,105,150 $300.4M
Stratos Wealth Partners, LTD. 3.42% Add +0.8% 1,103,868 $300.1M
Mizuho Securities USA LLC 4.97% Reduce -0.5% 1,075,917 $300.0M
Blue Sparrow, LLC 5.61% — 1,095,900 $297.9M
Independent Investors Inc. 55.22% Reduce -0.7% 1,092,983 $297.1M
HighPoint Advisor Group LLC 6.53% Add +15.9% 1,092,841 $297.1M
Bradley Foster & Sargent Inc. 4.35% Reduce -0.8% 1,088,075 $295.8M
Eastern Bank 5.09% Add +0.4% 1,085,599 $295.1M
Norinchukin Bank, The 3.40% Add +6.0% 1,073,183 $291.8M
Eagle Global Advisors LLC 10.76% Reduce -0.2% 1,070,107 $290.9M
Glenview Trust Co 4.48% Reduce -0.4% 1,068,348 $290.4M
ExodusPoint Capital Management, LP 3.23% Reduce -11.3% 1,066,155 $289.8M
Whittier Trust Co. of Nevada Inc. 5.93% Reduce -1.3% 1,087,824 $285.4M
Hollencrest Capital Management 9.87% Reduce -0.2% 1,048,621 $285.1M
Illinois Municipal Retirement Fund 3.57% Reduce -0.6% 1,048,477 $285.0M
M&G PLC 1.52% Add +9.8% 1,044,982 $284.2M
Bristol John W & Co. Inc. 4.37% Reduce -1.8% 1,045,191 $284.1M
Kestra Private Wealth Services, LLC 3.53% Add +0.4% 1,043,828 $283.8M
Van Eck Associates Corp. 0.23% Reduce -11.7% 1,038,910 $282.4M
Orion Porfolio Solutions, LLC 2.06% Add +4.7% 1,031,942 $280.5M
Commerzbank Aktiengesellschaft 5.70% Reduce -6.9% 1,029,804 $280.0M
Osmosis Investment Management UK Ltd 7.06% — 1,029,212 $279.8M
Capital International, Inc. 2.20% Add +18.6% 1,026,477 $279.1M
Concurrent Investment Advisors, LLC 3.19% Add +48.4% 1,041,888 $278.9M
Capstone Investment Advisors, LLC 2.83% Add +5.2% 1,024,889 $278.6M
Avanza Fonder AB 7.03% Reduce -31.9% 1,019,368 $277.1M
Advisors Capital Management, LLC 3.24% Add +3.2% 1,001,087 $272.2M
Mesirow Financial Investment Management, Inc. 5.58% Reduce -5.1% 999,523 $271.7M
Laird Norton Wetherby Trust Company, LLC 5.64% Add +1088.8% 998,483 $271.4M
CENTRAL TRUST Co 5.31% Reduce -2.7% 996,229 $270.8M
Voleon Capital Management LP 5.81% Add +6.3% 994,326 $270.3M
Banque Transatlantique SA 6.53% Reduce -2.7% 993,167 $269.5M
Parallel Advisors, LLC 4.92% Add +4.0% 988,070 $268.6M
Clearstead Advisors, LLC 3.39% Add +2.5% 987,417 $268.4M
Exchange Traded Concepts, LLC 2.24% Add +18.2% 986,913 $268.3M
NorthCoast Asset Management LLC 5.91% Reduce -67.2% 981,399 $266.8M
RJA Asset Management LLC 94.32% No change 980,200 $266.5M
Badgley Phelps Wealth Managers, LLC 4.88% Add +23.7% 979,816 $266.4M
Groupe la Francaise 3.88% Reduce -23.6% 983,784 $265.4M
Salem Investment Counselors Inc. 7.40% Reduce -1.2% 964,223 $262.1M
Benjamin Edwards Inc. 2.90% Add +0.3% 963,918 $262.1M
Trexquant Investment LP 2.33% Add +104.8% 962,629 $261.7M
Farther Finance Advisors, LLC 2.79% Add +38.5% 955,662 $259.8M
Busey Bank 6.84% Add +0.1% 955,046 $259.6M
Evolution Wealth Advisors, LLC 25.71% Add +1794.7% 938,352 $255.1M
Mission Wealth Management, LP 5.19% Reduce -2.0% 937,240 $254.8M
Independent Advisor Alliance 6.13% Add +0.9% 927,993 $252.3M
Fishman Jay A Ltd. 20.70% Reduce -1.8% 925,730 $251.7M
Flputnam Investment Management Co. 3.65% Add +5.1% 923,525 $251.1M
Choreo, LLC 3.17% Reduce -3.4% 911,166 $248.8M
Kentucky Retirement Systems 6.74% Reduce -0.0% 915,099 $248.8M
Wedbush Securities Inc. 7.26% Add +12.3% 914,052 $248.5M
Merit Financial Group, LLC 1.97% Add +15.5% 902,994 $245.5M
J.W. Cole Advisors, Inc. 5.91% Reduce -7.3% 1,099,418 $243.9M
E. Ohman J:or Asset Management AB 5.67% Reduce -13.0% 895,538 $243.5M
Two Sigma Investments, LP 0.38% Reduce -1.4% 891,843 $242.5M
Baker Avenue Asset Management, LP 5.50% Add +7.8% 877,458 $238.5M
World Investment Advisors 3.92% Add +19.4% 877,186 $238.5M
Silvant Capital Management LLC 8.04% Add +2.7% 875,781 $238.1M
Ossiam 4.74% Reduce -46.1% 873,312 $237.4M
ABN AMRO Bank N.V. 2.23% Add +21.8% 873,124 $236.9M
Journey Strategic Wealth LLC 6.19% Reduce -0.0% 866,637 $235.6M
Daymark Wealth Partners, LLC 7.50% Add +9.6% 865,722 $235.4M
Hancock Whitney Corp. 4.24% Reduce -1.5% 864,052 $234.9M
Atlantic Union Bankshares Corp 4.40% Reduce -1.4% 863,535 $234.8M
Destination Wealth Management 6.14% Reduce -1.2% 862,817 $234.6M
KCM Investment Advisors LLC 7.55% Reduce -1.7% 861,620 $234.2M
Advisory Services Network, LLC 3.31% Reduce -3.4% 861,450 $234.2M
Local Pensions Partnership Investment Ltd 4.12% Reduce -7.6% 860,880 $234.1M
Hartford Investment Management Co. 6.95% Reduce -1.8% 853,590 $232.1M
Capital Advisors Inc. 3.73% Add +0.3% 863,139 $231.5M
Capital Fund Management S.A. 2.19% Reduce -24.9% 850,925 $231.3M
Prospera Financial Services Inc 3.77% Add +0.0% 844,258 $229.6M
Apollon Wealth Management, LLC 3.97% Reduce -0.3% 842,245 $229.0M
Stephens Inc. 2.84% Add +1.7% 837,578 $228.0M
RiverFront Investment Group, LLC 3.75% Add +5.1% 837,401 $227.7M
SteelPeak Wealth, LLC 7.45% Reduce -3.4% 833,417 $226.6M
Phoenix Financial Ltd. 2.45% Reduce -0.1% 850,228 $225.9M
Bailard, Inc. 4.99% Reduce -2.3% 828,481 $225.2M
Envestnet Portfolio Solutions, Inc. 0.79% Add +7.8% 823,738 $223.9M
Wesbanco Bank Inc. 6.16% Reduce -3.9% 822,196 $223.5M
Adams Diversified Equity Fund, Inc. 7.38% Reduce -0.8% 816,400 $221.9M
Modera Wealth Management, LLC 2.56% Reduce -2.5% 813,044 $221.0M
Equitable Holdings, Inc. 1.51% Add +7.4% 811,521 $220.6M
Prime Capital Investment Advisors, LLC 2.66% Reduce -1.9% 803,181 $218.4M
Rwa Wealth Partners, LLC 2.38% Add +2.4% 803,952 $217.4M
Tower Research Capital LLC (TRC) 5.23% Add +173.6% 795,356 $216.2M
Silvercrest Asset Management Group LLC 1.48% Add +1.2% 793,890 $215.8M
Montrusco Bolton Investments Inc. 2.69% Reduce -15.0% 793,410 $215.7M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2.99% Add +135.3% 793,123 $215.6M
Calamos Wealth Management LLC 7.50% Add +0.6% 789,875 $214.7M
Bokf, NA 3.28% Reduce -9.1% 789,065 $214.5M
Vident Advisory, LLC 2.00% Reduce -0.5% 784,348 $213.2M
Metis Global Partners, LLC 5.03% Reduce -4.7% 782,293 $212.7M
Cornerstone Advisors, LLC 7.05% No change 778,700 $211.7M
Windward Capital Management Co. 16.73% Reduce -3.5% 776,677 $211.1M
Wilmington Savings Fund Society, FSB 4.94% Reduce -1.5% 773,797 $210.4M
Nearwater Capital Markets, Ltd 3.56% Reduce -44.0% 766,000 $208.2M
Railway Pension Investments Ltd 2.41% Add +3.7% 753,452 $204.8M
Gulf International Bank (UK) Ltd 6.65% Reduce -0.6% 753,291 $204.8M
South Dakota Investment Council 3.90% Reduce -5.3% 752,718 $204.6M
Composition Wealth, LLC 2.93% Add +0.4% 751,550 $204.3M
Cannell & Spears LLC 3.80% Reduce -2.8% 743,848 $202.2M
Lockheed Martin Investment Management Co. 6.71% Add +49.8% 738,920 $200.9M
Daiichi Life Insurance Co., Ltd. 5.13% Reduce -1.4% 732,790 $199.2M
Douglass Winthrop Advisors, LLC 3.48% Reduce -0.5% 732,424 $199.1M
NorthRock Partners, LLC 3.36% Reduce -14.3% 730,854 $198.7M
First Financial Bankshares Inc 3.99% Reduce -0.6% 729,974 $198.5M
Maryland State Retirement & Pension System 4.08% Add +0.6% 729,503 $198.3M
Kingsview Wealth Management, LLC 2.80% Add +30.4% 715,940 $194.6M
Intermede Investment Partners Ltd 7.99% Reduce -4.8% 715,082 $194.4M
Marsico Capital Management LLC 5.37% Reduce -0.9% 710,035 $193.0M
Optiver Holding B.V. 3.47% Add +28.0% 709,875 $193.0M
Simplex Trading, LLC 5.42% Reduce -38.6% 708,741 $192.7M
Heritage Investors Management Corp. 5.60% Reduce -1.5% 706,566 $192.1M
Savant Capital, LLC 1.09% Reduce -2.4% 705,083 $191.7M
Bahl & Gaynor LLC 0.97% Add +0.2% 704,289 $191.5M
Moneta Group Investment Advisors LLC 1.44% Reduce -7.8% 701,224 $190.6M
Golden Unicorn (BVI) Ltd 25.45% No change 700,000 $190.3M
Biltmore Family Office, LLC 25.88% Reduce -7.8% 689,512 $187.5M
Alpha Cubed Investments, LLC 6.41% Reduce -2.0% 688,984 $187.3M
Bleakley Financial Group, LLC 3.24% Add +10.9% 686,110 $186.5M
MassMutual Private Wealth & Trust, FSB 4.80% Reduce -2.7% 685,902 $186.5M
Carnegie Investment Counsel 3.44% Add +2.5% 685,642 $186.4M
Livforsakringsbolaget Skandia, Omsesidigt 7.24% Add +1.7% 683,600 $185.8M
Axiom Investors LLC 1.63% Reduce -8.0% 682,714 $185.6M
Diversified Trust Co. 3.40% Add +3.1% 679,439 $184.7M
Clifford Swan Investment Counsel LLC 6.11% Add +0.0% 677,751 $184.3M
New Mexico Educational Retirement Board 5.49% Add +1.1% 677,064 $184.1M
Migdal Insurance & Financial Holdings Ltd. 1.58% Reduce -26.2% 674,700 $183.4M
Temasek Holdings (Private) Ltd 0.58% Reduce -4.9% 666,203 $181.1M
Baillie Gifford & Co. 0.15% Reduce -6.7% 663,344 $180.3M
Balyasny Asset Management L.P. 0.35% Reduce -69.8% 658,584 $179.0M
Mutual Advisors, LLC 3.81% Add +2.1% 654,138 $177.8M
Harvest Fund Management Co., Ltd 6.68% Add +2.4% 653,536 $177.7M
Braun Stacey Associates Inc. 5.75% Add +6.5% 652,301 $177.3M
Arkadios Wealth Advisors 3.50% Add +50.5% 648,448 $176.3M
Florida Trust Wealth Management Co 4.86% Reduce -2.3% 647,872 $176.1M
Lombard Odier Asset Management (Switzerland) SA 7.48% Add +5.5% 647,359 $176.0M
Sterling Capital Management LLC 2.87% Reduce -3.4% 646,793 $175.8M
First Citizens Bank & Trust Co. 3.67% Add +0.7% 646,364 $175.7M
Old National Bancorp 2.91% Reduce -3.2% 643,577 $175.0M
Henshaw Capital LLC 6.29% No change 643,494 $174.9M
Rokos Capital Management LLP 2.60% Add +4.4% 643,312 $174.9M
Tokio Marine Asset Management Co. Ltd. 6.01% Add +1.6% 642,317 $174.6M
Dakota Wealth Management 3.10% Add +10.6% 641,622 $174.4M
First American Bank 10.57% Reduce -1.3% 641,559 $174.4M
Snowden Capital Advisors LLC 4.52% Add +10.6% 640,813 $174.2M
Greenleaf Trust 1.60% Reduce -1.3% 640,284 $174.1M
Northeast Investment Management 6.78% Reduce -0.3% 638,610 $173.6M
Patten & Patten Inc. 10.18% Reduce -6.0% 638,218 $173.5M
Coldstream Capital Management Inc. 2.25% Add +6.3% 636,854 $173.1M
Country Trust Bank 3.13% Reduce -4.1% 635,958 $172.9M
Tudor Investment Corporation 0.98% Add +8.9% 633,209 $172.1M
Nicholas Company, Inc. 3.01% Add +7.7% 631,495 $171.7M
Curi Capital, LLC 2.97% Reduce -0.0% 629,777 $171.2M
Verus Capital Partners, LLC 11.44% Reduce -0.5% 628,192 $170.8M
Choate Investment Advisors 3.33% Reduce -1.1% 623,374 $169.5M
Sigma Planning Corp 4.67% Reduce -0.7% 621,839 $169.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3.02% Add +2.9% 620,346 $168.6M
Becker Capital Management Inc. 4.80% Reduce -0.6% 617,560 $167.9M
Milford Funds Ltd. 3.30% — 617,499 $167.9M
Van Lanschot Kempen Investment Management N.V. 1.43% Add +10.4% 613,102 $166.7M
Tocqueville Asset Management L.P. 2.43% Reduce -12.5% 612,988 $166.6M
Horizon Investments, LLC 2.10% Add +15.0% 610,554 $166.0M
Allianz SE 2.13% Add +0.9% 609,786 $165.8M
Generali Asset Management SPA SGR 3.38% Reduce -1.0% 609,182 $165.6M
Mogy Joel R Investment Counsel Inc. 8.90% Reduce -1.2% 603,545 $164.1M
Callan Family Office, LLC 3.51% Add +22.0% 601,709 $163.6M
OneDigital Investment Advisors LLC 1.60% Add +0.4% 598,915 $162.8M
Vaughan Nelson Investment Management, L.P. 1.58% New 594,115 $161.5M
Oak Ridge Investments LLC 9.76% Add +7.1% 592,599 $161.1M
Covea Finance 5.29% Reduce -10.1% 590,784 $160.6M
Wealthspire Advisors, LLC 1.28% Add +33.4% 590,564 $160.6M
Caprock Group, LLC 3.38% Add +9.1% 589,235 $160.2M
Traynor Capital Management, Inc. 8.82% Add +8.4% 588,475 $160.0M
AG2R La Mondiale Gestion D'actifs 7.08% Add +5.4% 588,180 $159.9M
Valeo Financial Advisors, LLC 3.56% Reduce -1.1% 588,091 $159.9M
Dana Investment Advisors, Inc. 4.63% Reduce -1.1% 585,716 $159.2M
J. Safra Sarasin Holding AG 2.58% Add +6.3% 584,324 $158.9M
Ritholtz Wealth Management 2.90% Add +4.2% 583,607 $158.7M
Summit Trail Advisors, LLC 2.74% Add +2.8% 582,620 $158.4M
Trust Co. of Vermont 6.61% Add +2.7% 582,482 $158.4M
Americana Partners, LLC 4.34% Add +27.5% 582,088 $158.2M
Associated Banc-Corp 4.04% Reduce -2.2% 580,600 $157.8M
Mgo One Seven LLC 3.21% Add +4.4% 578,430 $157.3M
Capital Investment Counsel, Inc 18.47% Reduce -1.7% 577,778 $157.1M
Verition Fund Management LLC 0.89% Add +274.9% 577,543 $157.0M
Signaturefd, LLC 2.40% Add +0.6% 577,278 $156.9M
Systematic Alpha Investments, LLC 4.89% No change 576,144 $156.6M
Banque Pictet & Cie SA 1.57% Add +68.3% 575,833 $156.5M
Stock Yards Bank & Trust Co. 4.78% Reduce -3.2% 574,770 $156.3M
Parsons Capital Management Inc. 8.58% Add +0.7% 574,417 $156.2M
W.G. Shaheen & Associates DBA Whitney & Co 12.33% Add +3.2% 569,718 $154.9M
Global Retirement Partners, LLC 2.74% Add +20.3% 568,591 $154.6M
Meyer Handelman Co. 4.84% Add +4.8% 568,294 $154.5M
Donaldson Capital Management, LLC 4.89% Reduce -0.6% 565,368 $153.7M
Brighton Jones LLC 5.67% Add +5.9% 565,008 $153.6M
Brookstone Capital Management 1.76% Reduce -2.8% 564,466 $153.5M
Bank Pictet & Cie (Europe) AG 3.06% Add +76.1% 563,229 $153.1M
Profund Advisors LLC 4.65% Reduce -3.7% 562,581 $152.9M
Integrated Wealth Concepts LLC 1.82% Reduce -41.6% 562,225 $152.8M
First National Trust Co 5.09% Reduce -0.2% 560,740 $152.4M
Trillium Asset Management, LLC 4.64% Reduce -17.6% 548,885 $151.6M
CWA Asset Management Group, LLC 5.47% Add +2.5% 557,270 $151.5M
Argent Trust Co 5.17% Reduce -1.9% 554,744 $150.8M
NS Partners Ltd 5.91% Add +0.4% 554,622 $150.8M
Park Avenue Securities LLC 1.28% Add +0.4% 554,177 $150.7M
TCW Group Inc. 1.08% Add +111.6% 553,559 $150.5M
Ancora Advisors LLC 3.10% Add +1.2% 552,924 $150.3M
Advisors Asset Management, Inc. 2.50% Add +1.9% 547,716 $148.9M
Fiera Capital Corp 0.47% Add +45.5% 546,699 $148.6M
FineMark National Bank & Trust 4.62% Reduce -1.4% 544,537 $148.0M
Locust Wood Capital Advisers, LLC 3.67% Reduce -4.5% 538,995 $146.5M
WASHINGTON TRUST Co 4.77% Reduce -1.8% 537,097 $146.0M
Nichols & Pratt Advisers LLP 9.10% Reduce -1.9% 535,089 $145.5M
Motley Fool Asset Management LLC 5.67% Reduce -12.7% 534,884 $145.4M
NorthCrest Asset Manangement, LLC 3.24% Add +3.9% 543,869 $145.4M
Logan Capital Management Inc. 6.11% Add +0.3% 534,445 $145.3M
HCR Wealth Advisors 14.39% Reduce -0.5% 534,282 $145.3M
Summit Financial, LLC 2.12% Reduce -2.2% 531,978 $144.6M
PFG Investments, LLC 6.81% Add +2.8% 531,586 $144.5M
BSN CAPITAL PARTNERS Ltd 6.78% New 525,502 $143.9M
Howland Capital Management LLC 5.46% Add +0.1% 527,998 $143.5M
Ashton Thomas Private Wealth, LLC 3.49% Reduce -0.4% 525,172 $142.8M
Maple Capital Management, Inc. 8.98% Reduce -0.4% 524,773 $142.7M
DJE Kapital AG 3.94% Add +565.2% 522,098 $142.7M
Investment House LLC 6.71% Reduce -1.0% 519,601 $141.3M
Freestone Capital Holdings, LLC 4.17% Reduce -1.4% 517,475 $140.7M
Westwood Holdings Group Inc. 1.15% Reduce -13.8% 514,420 $139.9M
Vise Technologies, Inc. 2.74% Add +76.9% 514,365 $139.8M
Robertson Stephens Wealth Management, LLC 3.91% Add +23.9% 509,692 $138.6M
Cacti Asset Management LLC 8.37% Reduce -1.3% 506,134 $138.6M
Mill Capital Management, LLC 9.96% Reduce -4.9% 507,768 $138.0M
Gradient Investments LLC 2.19% Add +5.1% 506,680 $137.7M
Harvest Portfolios Group Inc. 2.39% Add +8.4% 506,068 $137.6M
Prospect Hill Management, LLC 55.59% Reduce -0.2% 505,976 $137.6M
Focus Partners Advisor Solutions, LLC 1.68% Add +2.5% 502,446 $136.6M
BNP Paribas 3.91% Add +6.6% 498,768 $136.5M
Empirical Finance, LLC 6.51% Reduce -4.6% 502,037 $136.5M
Zevenbergen Capital Investments LLC 3.03% Add +5.4% 501,917 $136.5M
Ursa Fund Management, LLC 11.71% New 500,000 $135.9M
North Dakota State Investment Board 5.06% — 499,753 $135.9M
Bowen Hanes & Co. Inc. 3.40% Reduce -0.8% 498,335 $135.5M
Level Four Advisory Services, LLC 4.43% Reduce -0.5% 498,031 $135.4M
Independent Financial Group, LLC 3.02% Add +3.9% 497,431 $135.2M
Keating Financial Advisory Services, Inc. 18.31% — 496,335 $134.9M
Canada Post Corp Registered Pension Plan 5.13% Add +21.1% 495,140 $134.6M
Modern Wealth Management, LLC 2.45% Add +7.4% 494,995 $134.6M
Three Seasons Wealth, LLC 12.82% Add +0.3% 494,465 $134.4M
Artemis Investment Management LLP 1.61% Add +5.5% 490,096 $133.2M
Quadrant Capital Group LLC 3.99% Add +3.0% 485,774 $132.1M
EFG International AG 2.53% — 480,719 $130.7M
J. L. Bainbridge & Co., Inc. 10.62% Reduce -1.0% 476,888 $129.6M
Capital Investment Advisors, LLC 1.97% Add +1.3% 475,784 $129.3M
Reynders McVeigh Capital Management, LLC 6.04% Reduce -2.2% 473,457 $128.7M
SBI Securities Co., Ltd. 3.30% Reduce -3.2% 472,812 $128.5M
Northwestern Mutual Investment Management Company, LLC 1.50% Reduce -0.2% 472,133 $128.4M
Caption Management, LLC 5.80% New 470,000 $127.8M
Compound Planning, Inc. 3.78% Add +21.4% 469,753 $127.7M
Cary Street Partners Financial LLC 3.14% Add +2.6% 467,079 $127.0M
Cohen Klingenstein LLC 3.85% No change 466,450 $126.8M
Ami Asset Management Corp. 7.19% Reduce -2.5% 466,170 $126.7M
Annex Advisory Services, LLC 2.42% Add +11.8% 465,193 $126.5M
St Germain D J Co. Inc. 4.90% Reduce -1.4% 463,940 $126.1M
Oddo BHF Asset Management Sas 4.74% Add +27.8% 462,845 $125.8M
Park National Corp. 3.91% Reduce -2.8% 461,360 $125.4M
Chicago Capital, LLC 3.10% Reduce -0.3% 461,151 $125.4M
Chilton Capital Management LLC 4.31% Reduce -14.1% 460,370 $125.2M
Sit Investment Associates Inc. 2.46% Reduce -3.1% 459,252 $124.9M
Neville Rodie & Shaw Inc. 8.72% Reduce -1.6% 453,983 $123.4M
Vestmark Advisory Solutions, Inc. 1.66% Add +127.7% 453,385 $123.3M
SouthState Bank Corp 5.49% Add +1.2% 451,450 $122.7M
Great Lakes Advisors, LLC 1.00% Add +3.1% 450,345 $122.4M
Joel Isaacson & Co., LLC 4.04% Add +3.4% 450,300 $122.4M
Dearborn Partners LLC 6.10% Reduce -2.8% 449,668 $122.2M
Howard Capital Management, LLC 1.58% Add +7.2% 448,536 $121.9M
Roffman Miller Associates Inc. 6.66% Reduce -0.7% 448,259 $121.9M
IHT Wealth Management, LLC 2.96% Reduce -1.5% 447,970 $121.8M
Exencial Wealth Advisors, LLC 3.86% Reduce -5.6% 447,949 $121.8M
Evergreen Capital Management LLC 2.72% Add +19.8% 447,640 $121.7M
Cullinan Associates Inc. 8.23% Reduce -1.0% 446,756 $121.5M
M Holdings Securities, Inc. 8.68% Add +13.3% 446,064 $121.3M
Aristotle Atlantic Partners, LLC 5.54% Reduce -54.4% 445,100 $121.0M
Siemens Fonds Invest GmbH 6.44% Reduce -2.2% 442,804 $120.9M
Burney Co./ 3.75% Add +2.1% 442,313 $120.2M
Vestor Capital, LLC 10.11% Reduce -73.0% 100,017 $120.1M
Fiduciary Family Office, LLC 34.49% Reduce -0.1% 441,339 $120.0M
Smith Chas P & Associates Pa Cpas 6.25% Add +53.4% 437,009 $118.8M
Private Wealth Partners, LLC 8.42% Reduce -6.4% 436,467 $118.7M
Moors & Cabot, Inc. 5.04% Reduce -0.9% 433,275 $117.8M
Franklin Street Advisors Inc. 6.72% Reduce -0.1% 432,929 $117.7M
IFP Advisors, Inc 2.64% Add +5.8% 432,769 $117.7M
F/m Investments LLC 4.47% Add +0.6% 432,578 $117.6M
OVERSEA-CHINESE BANKING Corp Ltd 3.25% Add +0.1% 432,317 $117.6M
AIA Group Ltd 1.76% Add +45.7% 431,981 $117.4M
Wharton Business Group, LLC 4.45% Reduce -1.2% 430,887 $117.1M
Meridian Wealth Management, LLC 4.11% Add +6.7% 428,805 $116.6M
Farmers & Merchants Investments Inc. 3.22% Reduce -1.9% 428,221 $116.4M
Sowell Financial Services LLC 4.27% Add +6.3% 427,645 $116.3M
Van Cleef Asset Management,Inc 11.74% Reduce -1.4% 425,758 $115.7M
Gabelli Funds LLC 0.79% Reduce -0.4% 424,002 $115.3M
Larson Financial Group LLC 3.85% Reduce -1.3% 423,382 $115.1M
Ameritas Investment Partners, Inc. 3.49% Reduce -4.3% 422,256 $114.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 2.74% Add +2.3% 421,743 $114.7M
Kornitzer Capital Management Inc. 2.40% Reduce -2.9% 421,039 $114.5M
Talbot Financial, LLC 9.40% Reduce -0.7% 420,204 $114.2M
Cincinnati Insurance Co. 1.74% No change 420,000 $114.2M
Foundations Investment Advisors, LLC 1.49% Add +4.4% 418,362 $113.7M
Howard Capital Management Group, LLC 7.18% Reduce -2.6% 418,167 $113.7M
Soros Fund Management 2.03% Add +19.0% 416,239 $113.2M
Azimuth Capital Investment Management LLC 4.06% Add +5.4% 415,934 $113.1M
Great Valley Advisor Group, Inc. 2.17% Add +1.0% 415,043 $112.8M
Smith Salley Wealth Management 5.57% Add +0.9% 413,982 $112.5M
Picton Mahoney Asset Management 1.23% Reduce -1.7% 413,092 $112.3M
Transcend Capital Advisors, LLC 8.71% Reduce -4.9% 412,650 $112.2M
Avalon Trust Co 7.23% Reduce -0.6% 411,025 $111.7M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 3.99% — 408,654 $111.1M
Clal Insurance Enterprises Holdings Ltd 0.71% Add +0.3% 404,723 $110.0M
Gerber Kawasaki Wealth & Investment Management 3.83% Add +5.5% 403,403 $109.7M
Atria Investments, Inc 1.24% Reduce -2.3% 402,411 $109.4M
Securian Asset Management, Inc. 4.14% Reduce -44.3% 401,798 $109.2M
Evoke Wealth, LLC 2.10% Add +4.9% 401,605 $109.2M
Jefferies Financial Group Inc. 0.91% Add +123.9% 399,482 $108.6M
Visionary Wealth Advisors 4.89% Reduce -2.6% 398,506 $108.3M
Adell Harriman & Carpenter Inc. 6.46% Add +0.3% 398,103 $108.2M
Mufg Securities Americas Inc. 6.79% Reduce -0.5% 398,079 $108.2M
Segall Bryant & Hamill, LLC 1.46% Reduce -12.3% 397,783 $108.1M
Highland Capital Management, LLC 5.38% Reduce -0.2% 397,184 $108.0M
MMBG Investment Advisors Co. 9.08% Reduce -1.8% 396,540 $107.8M
Alberta Investment Management Corp 0.71% Add +84.0% 392,200 $106.6M
Evelyn Partners Investment Management LLP 2.94% Reduce -1.9% 391,945 $106.6M
Banque Cantonale Vaudoise 3.80% Reduce -8.8% 391,436 $106.4M
Northwest & Ethical Investments L.P. 2.38% Reduce -7.3% 388,946 $105.8M
Brickley Wealth Management 17.79% Add +3.4% 388,140 $105.5M
Adventist Health System Sunbelt Healthcare Corp. 3.14% New 388,000 $105.5M
Castleark Management LLC 3.09% Add +1.9% 387,041 $105.2M
Spire Wealth Management 3.52% Add +0.7% 386,398 $105.0M
Wahed Invest LLC 13.75% Reduce -3.4% 383,927 $104.4M
First National Bank of Omaha 3.09% Add +52.7% 383,200 $104.3M
Kentucky Retirement Systems Insurance Trust Fund 6.74% Reduce -0.0% 383,571 $104.3M
WealthPlan Investment Management, LLC 6.62% Reduce -1.1% 382,164 $103.9M
Insigneo Advisory Services, LLC 7.44% Reduce -7.7% 380,654 $103.5M
Venture Visionary Partners LLC 3.37% Add +2.0% 375,095 $103.1M
SVB Wealth LLC 6.07% Reduce -18.0% 378,890 $103.0M
Signature Estate & Investment Advisors LLC 2.07% Reduce -2.0% 378,347 $102.9M
Baldwin Wealth Partners LLC 6.57% Reduce -2.8% 378,060 $102.8M
Ballentine Partners, LLC 1.44% Add +1.4% 377,545 $102.6M
Community Bank, N.A. 12.09% Reduce -1.2% 376,338 $102.3M
NLB Skladi, upravljanje premozenja, d.o.o. 4.68% — 376,164 $102.3M
Welch Group, LLC 3.94% Reduce -0.6% 375,861 $102.2M
Meeder Advisory Services, Inc. 4.38% Add +5.9% 375,468 $102.1M
Opes Wealth Management LLC 17.29% Reduce -2.6% 374,434 $101.8M
Fifth Third Wealth Advisors LLC 3.57% Add +1.4% 374,297 $101.8M
Dynamic Advisor Solutions LLC 3.26% Reduce -15.1% 384,747 $101.5M
UNIVEST FINANCIAL Corp 5.37% Reduce -0.4% 372,716 $101.3M
Principle Wealth Partners LLC 5.70% Reduce -0.8% 371,902 $101.1M
Jia Investment Alliance Pte. LTD. 9.29% No change 371,700 $101.1M
U.S. Capital Wealth Advisors, LLC 2.64% Reduce -8.1% 371,513 $101.0M
Bryn Mawr Trust Advisors, LLC 4.85% Add +0.5% 370,978 $100.9M
Community Trust & Investment Co. 5.33% Reduce -1.7% 370,662 $100.8M
Argent Capital Management LLC 2.85% Reduce -2.7% 369,057 $100.3M
LVM Capital Management Ltd. 9.31% Reduce -3.3% 368,719 $100.2M
Impax Asset Management Group plc 0.63% Reduce -1.5% 368,237 $100.1M
GLP Holdings LLLP 95.19% — 367,556 $99.9M
Davidson Investment Advisors 4.13% Add +0.6% 365,179 $99.3M
Klingenstein Fields & Co. LP 3.71% Reduce -1.3% 363,394 $98.8M
Birch Hill Investment Advisors LLC 4.12% Reduce -1.2% 362,974 $98.7M
Van Hulzen Asset Management, LLC 7.22% Reduce -3.8% 361,313 $98.2M
Plato Investment Management Ltd 6.40% Reduce -0.3% 358,725 $98.0M
PGGM Investments 1.54% Add +5.5% 357,916 $97.3M
Westpac Banking Corp. 6.13% Add +2.1% 356,909 $97.0M
Vestcor Inc 2.76% Reduce -0.0% 356,528 $96.9M
GAMMA Investing LLC 4.87% Add +12.2% 356,266 $96.9M
Harel Insurance Investments & Financial Services Ltd. 0.84% Add +0.4% 355,716 $96.7M
North Star Asset Management Inc. 3.88% Reduce -2.2% 354,142 $96.3M
Meeder Asset Management Inc. 5.17% Reduce -12.3% 353,030 $96.0M
Nippon Life Global Investors Americas, Inc. 3.98% Add +3.8% 352,920 $95.9M
CreativeOne Wealth, LLC 2.33% Add +1.7% 352,895 $95.9M
Triglav Investments, D.O.O. 6.05% Reduce -0.3% 352,585 $95.9M
OpenArc Corporate Advisory, LLC 1.58% — 352,112 $95.7M
Brooklyn Investment Group 4.41% Add +109.7% 349,449 $95.7M
Tritonpoint Wealth, LLC 9.68% Reduce -10.1% 351,223 $95.5M
GC Wealth Management RIA, LLC 3.47% Reduce -24.8% 347,754 $94.5M
Colonial Trust Advisors 7.11% Reduce -1.4% 347,367 $94.4M
ZEGA Investments, LLC 18.30% Add +29.2% 347,055 $94.4M
HBK Sorce Advisory LLC 2.16% Reduce -2.6% 338,441 $94.1M
Laurion Capital Management LP 6.64% New 345,433 $93.9M
Ingalls & Snyder LLC 3.46% Reduce -1.8% 345,049 $93.8M
Wilkinson Global Asset Management LLC 6.39% Reduce -6.1% 344,324 $93.6M
McMillan Office, Inc. 11.28% — 344,239 $93.6M
Campbell Newman Asset Management Inc. 6.85% Add +0.3% 344,157 $93.6M
Wesleyan Assurance Society 5.40% Add +0.1% 344,050 $93.5M
BLI - Banque de Luxembourg Investments 2.74% Reduce -7.5% 341,817 $93.3M
Focus Financial Network, Inc. 3.24% Reduce -3.0% 342,847 $93.2M
Harbor Investment Advisory, LLC 7.00% Add +2.3% 359,837 $93.1M
Wealth Alliance, LLC 9.10% Reduce -0.7% 342,020 $93.0M
Cornerstone Wealth Management, LLC 4.84% Add +2.4% 341,995 $93.0M
Appleton Partners Inc. 6.12% Reduce -1.8% 341,715 $92.9M
Keystone Financial Group 6.89% Reduce -6.0% 341,627 $92.9M
Oriental Harbor Investment Master Fund 7.06% Add +1.1% 341,548 $92.9M
Edgemoor Investment Advisors, Inc. 7.25% Reduce -1.7% 341,455 $92.8M
Jaffetilchin Investment Partners, LLC 5.41% Reduce -1.6% 340,107 $92.5M
Fulton Breakefield Broenniman LLC 5.82% Reduce -3.6% 339,272 $92.2M
Hoffman, Alan N Investment Management 51.75% Reduce -17.3% 337,490 $91.8M
Hantz Financial Services, Inc. 1.35% Add +1.4% 337,321 $91.7M
Knights of Columbus Asset Advisors LLC 5.19% Reduce -2.9% 336,434 $91.5M
Fisher Funds Management LTD 2.36% No change 334,785 $91.2M
B. Riley Wealth Advisors, Inc. 4.29% Reduce -5.1% 333,941 $90.8M
First American Trust, FSB 6.23% Add +10.5% 333,439 $90.7M
Diversify Advisory Services, LLC 2.87% Add +7.1% 354,646 $90.6M
Praxis Investment Management Inc. 5.36% Add +0.3% 333,008 $90.5M
LGT Capital Partners LTD. 4.49% Reduce -6.4% 332,763 $90.5M
GW Henssler & Associates Ltd. 4.35% Reduce -2.5% 332,262 $90.3M
AMG National Trust Bank 2.13% Reduce -2.3% 331,808 $90.2M
YHB Investment Advisors, Inc. 6.22% Reduce -2.9% 331,417 $90.1M
Rockland Trust Co. 3.55% Reduce -1.1% 331,382 $90.1M
Weatherly Asset Management L. P. 6.93% Reduce -1.3% 331,250 $90.1M
Birinyi Associates Inc. 22.52% Reduce -0.0% 331,186 $90.0M
Capital International Sarl 1.44% Add +50.1% 330,203 $89.8M
Albion Financial Group 5.56% Reduce -3.3% 328,607 $89.3M
Meritage Portfolio Management 5.93% Reduce -1.8% 328,546 $89.3M
Obermeyer Wealth Partners 4.07% Reduce -3.6% 327,428 $89.0M
Forum Financial Management, LP 1.15% Reduce -0.7% 325,788 $88.6M
Beese Fulmer Investment Management, Inc. 5.73% Add +2.2% 323,595 $88.0M
International Assets Investment Management, LLC 6.02% Add +1.0% 351,131 $87.9M
Essex Financial Services, Inc. 4.98% Reduce -1.0% 322,076 $87.6M
Clear Harbor Asset Management, LLC 5.98% Reduce -0.0% 321,888 $87.5M
WCG Wealth Advisors LLC 2.45% Add +80.9% 320,990 $87.3M
National Mutual Insurance Federation of Agricultural Cooperatives 0.64% No change 319,400 $86.8M
Carret Asset Management, LLC 8.22% Reduce -1.2% 318,607 $86.6M
ARS Investment Partners, LLC 5.06% Reduce -4.0% 318,233 $86.5M
Avestar Capital, LLC 5.92% Reduce -0.5% 316,680 $86.1M
Josh Arnold Investment Consultant, LLC 64.14% Reduce -3.7% 316,243 $86.0M
Baskin Financial Services Inc. 6.46% Reduce -2.2% 315,458 $85.8M
Allen Investment Management, LLC 0.95% Add +4.4% 314,949 $85.6M
Kanawha Capital Management LLC 5.88% Reduce -2.0% 313,844 $85.3M
Caisse Des Depots Et Consignations 1.94% No change 313,758 $85.3M
Sumitomo Life Insurance Co. 2.33% Add +8.4% 313,432 $85.2M
Avity Investment Management Inc. 5.96% Reduce -0.9% 312,579 $85.0M
Kingswood Wealth Advisors, LLC 4.10% Add +22.9% 311,859 $84.8M
Arax Advisory Partners 2.47% Reduce -46.3% 311,700 $84.7M
Vest Financial, LLC 1.07% Reduce -3.7% 310,464 $84.4M
Capula Management Ltd 0.55% Reduce -31.0% 309,743 $84.2M
Thoroughbred Financial Services, LLC 4.96% Reduce -0.3% 308,299 $83.8M
TCTC Holdings, LLC 2.50% Reduce -4.0% 308,207 $83.8M
Cincinnati Specialty Underwriters Insurance CO 19.32% No change 308,000 $83.7M
Burns J W & Co. Inc. 9.26% Reduce -0.8% 307,683 $83.6M
71 West Capital Partners 3.83% — 306,732 $83.4M
9823 Capital, L.P. 57.44% — 306,612 $83.4M
Ameritas Advisory Services, LLC 3.12% Add +41.8% 306,339 $83.3M
BLB&B Advisors, LLC 3.46% Reduce -2.4% 304,311 $82.7M
Munich Reinsurance Co Stock Corp in Munich 2.00% Add +25.9% 300,900 $82.2M
True North Advisors, LLC 10.61% Reduce -1.0% 301,690 $82.0M
Bragg Financial Advisors, Inc 2.66% Reduce -0.8% 300,921 $81.8M
Montag A & Associates Inc. 3.74% Add +0.3% 300,764 $81.8M
Means Investment Co., Inc. 6.84% Reduce -1.6% 298,672 $81.2M
Smith Group Asset Management, LLC 4.28% Add +7.8% 296,967 $80.7M
Capital Group Private Client Services, Inc. 1.28% Add +2.9% 294,841 $80.2M
Penobscot Investment Management Company, Inc. 6.03% Reduce -0.8% 294,508 $80.1M
Meiji Yasuda Asset Management Co Ltd. 3.84% Reduce -5.6% 293,813 $79.9M
GuideStone Capital Management, LLC 100.00% No change 293,577 $79.8M
Ascent Group, LLC 2.72% Add +1.5% 292,896 $79.6M
Pure Financial Advisors, LLC 1.19% Add +3.1% 292,326 $79.5M
Generate Investment Management Ltd 3.62% Reduce -21.3% 292,134 $79.4M
Main Street Research LLC 4.52% Reduce -17.2% 290,937 $79.1M
Global X Japan Co., Ltd. 6.01% Add +43.5% 290,764 $79.0M
Roundview Capital LLC 4.86% Add +0.1% 290,344 $78.9M
AlTi Global, Inc. 1.69% Reduce -3.8% 289,981 $78.8M
Principal Securities, Inc. 1.22% Add +10.4% 289,790 $78.8M
Bridgewater Associates 0.29% Reduce -16.0% 289,471 $78.7M
Am Investment Strategies LLC 16.34% Reduce -0.9% 289,200 $78.6M
Smartleaf Asset Management LLC 2.98% Add +49.3% 287,658 $78.6M
Washington Trust Advisors, Inc. 5.98% Reduce -2.2% 287,747 $78.2M
LS Investment Advisors, LLC 10.94% Reduce -4.1% 287,219 $78.1M
Chesley Taft & Associates LLC 3.08% Add +0.1% 286,935 $78.0M
Simon Quick Advisors, LLC 3.40% Add +6.4% 286,882 $78.0M
Beacon Investment Advisory Services, Inc. 3.18% Reduce -2.3% 286,862 $78.0M
Aljian Capital Management, LLC 15.52% Reduce -2.9% 286,737 $78.0M
Academy Capital Management 10.35% Reduce -0.8% 286,620 $77.9M
Boston Family Office LLC 4.94% Reduce -2.9% 286,427 $77.9M
BDF-Gestion 9.56% Reduce -3.5% 286,137 $77.8M
Bender Robert & Associates 16.11% Reduce -2.0% 285,181 $77.5M
KMG Fiduciary Partners, LLC 5.51% Reduce -1.7% 285,063 $77.5M
Osborne Partners Capital Management, LLC 3.98% Reduce -3.4% 284,356 $77.3M
Kimelman & Baird, LLC 5.94% Reduce -1.3% 284,277 $77.3M
Guardian Capital LP 2.29% Reduce -1.0% 283,872 $77.2M
SeaCrest Wealth Management, LLC 7.80% Reduce -0.5% 296,205 $77.1M
Kovack Advisors, Inc. 3.67% Add +81.8% 283,444 $77.1M
Aspiriant, LLC 2.21% Reduce -3.3% 283,200 $77.0M
First Foundation Advisors 2.90% Reduce -6.1% 282,922 $76.9M
Stonebridge Capital Advisors LLC 5.32% Reduce -2.2% 282,736 $76.9M
Frank, Rimerman Advisors LLC 4.87% Add +2.6% 282,326 $76.8M
MPS Loria Financial Planners, LLC 19.70% Reduce -0.1% 281,985 $76.7M
First Nebraska Trust Co 6.98% Add +0.7% 280,612 $76.3M
VestGen Advisors, LLC 3.24% Reduce -9.4% 279,908 $76.1M
Sound View Wealth Advisors Group, LLC 5.10% Reduce -4.4% 279,740 $76.1M
New Age Alpha Advisors, LLC 3.28% Reduce -4.0% 279,290 $75.9M
Moody LYNN Lieberson & Walker, LLC 4.02% Add +1.1% 279,130 $75.9M
McDaniel Terry & Co. 6.59% Reduce -22.2% 278,487 $75.7M
CFM Wealth Partners LLC 10.90% Reduce -3.9% 277,886 $75.5M
Iron Gate Global Advisors LLC 7.74% Reduce -7.7% 277,868 $75.5M
Ceeto Capital Group, LLC 21.98% Reduce -0.3% 277,061 $75.3M
Lowe Brockenbrough & Co. Inc. 3.71% Reduce -0.7% 276,982 $75.3M
Falcon Wealth Planning 6.32% Add +0.8% 276,154 $75.1M
Narwhal Capital Management 5.45% Add +1.3% 276,129 $75.1M
Fulton Bank, N.A. 2.59% Add +1.4% 276,010 $75.0M
General American Investors Co. Inc. 4.67% Reduce -1.8% 275,705 $75.0M
Bath Savings Trust Co 7.45% Reduce -1.0% 274,422 $74.6M
NBT Bank, N.A. 4.81% Reduce -2.3% 264,373 $74.6M
Cardinal Point Capital Management ULC 4.87% Reduce -1.5% 274,167 $74.5M
Brevan Howard Capital Management LP 1.56% Reduce -29.1% 274,033 $74.5M
Shikiar Asset Management Inc. 20.18% Reduce -0.9% 273,764 $74.4M
Berkshire Asset Management LLC 3.26% Reduce -2.3% 273,504 $74.4M
Heritage Wealth Advisors 2.83% Reduce -1.1% 272,807 $74.2M
Gladstone Institutional Advisory LLC 2.80% Add +0.7% 272,659 $74.1M
Smithfield Trust Co 3.27% Reduce -0.5% 272,320 $74.0M
Klingman & Associates, LLC 3.57% Reduce -0.0% 272,012 $73.9M
KLCM Advisors, Inc. 6.35% Add +1.3% 271,533 $73.8M
Voloridge Investment Management, LLC 0.26% Add +4541.3% 271,469 $73.8M
Headlands Technologies LLC 6.16% Add +205.0% 271,386 $73.8M
Harbour Investments, Inc. 1.49% Reduce -2.1% 270,999 $73.7M
Wedmont Private Capital 2.56% Add +2.9% 282,853 $73.6M
Evolve Private Wealth, LLC 4.37% — 270,573 $73.6M
RB Capital Management, LLC 15.49% Reduce -3.0% 269,970 $73.4M
Jag Capital Management, LLC 7.98% Add +19.4% 269,832 $73.4M
Cornerstone Wealth Group, LLC 5.01% Add +16.0% 269,652 $73.3M
Prosperity Consulting Group, LLC 3.29% Add +0.2% 269,257 $73.2M
Trajan Wealth LLC 3.05% Reduce -0.8% 269,007 $73.1M
Marco Investment Management LLC 5.49% Reduce -0.6% 268,988 $73.1M
Y-Intercept (Hong Kong) Ltd 1.63% Add +58.6% 268,739 $73.1M
Pine Valley Investments Ltd Liability Co 3.64% Add +2.1% 268,739 $73.1M
Edmond DE Rothschild Holding S.A. 1.04% Add +4.0% 268,470 $73.0M
Chicago Partners Investment Group LLC 1.80% Add +4.3% 294,046 $72.9M
Wealthcare Advisory Partners LLC 1.43% Add +19.3% 267,241 $72.7M
Susquehanna Portfolio Strategies, LLC 1.12% No change 266,713 $72.5M
Leonteq Securities AG 3.86% Add +14.5% 266,289 $72.4M
Private Capital Advisors, Inc. 7.37% Reduce -9.7% 265,568 $72.2M
Evanson Asset Management, LLC 3.89% Reduce -11.0% 265,278 $72.1M
Stratos Wealth Advisors, LLC 3.49% Add +13.1% 265,193 $72.1M
Fort Sheridan Advisors LLC 9.09% Add +1.2% 263,167 $71.5M
Western Wealth Management, LLC 3.30% Add +1.7% 263,094 $71.5M
Beaumont Financial Advisors, LLC 4.68% Reduce -3.8% 261,269 $71.0M
Bouchey Financial Group, Ltd. 5.31% Reduce -11.8% 260,705 $70.9M
Waycross Partners, LLC 5.78% Add +3.2% 259,775 $70.6M
Hemenway Trust Co LLC 5.40% Reduce -0.2% 259,704 $70.6M
Nixon Peabody Trust Co. 5.33% Reduce -2.8% 259,137 $70.4M
Ostrum Asset Management 3.38% Add +101.8% 259,077 $70.4M
Washington Trust Bank 4.93% Reduce -1.0% 258,986 $70.4M
Fragasso Financial Advisors Inc 4.25% Reduce -1.3% 258,443 $70.3M
Wendell David Associates Inc. 7.13% Reduce -2.8% 258,310 $70.2M
Aviance Capital Partners, LLC 8.09% Reduce -2.2% 258,188 $70.2M
Soltis Investment Advisors LLC 4.62% Reduce -9.7% 257,904 $70.1M
Philadelphia Trust Co. 4.83% Reduce -3.0% 257,740 $70.1M
AlphaCore Capital LLC 1.57% Add +42.7% 257,563 $70.0M
Rothschild Investment LLC 3.84% Reduce -2.5% 256,425 $69.7M
Trust Co. of Toledo NA 6.86% Reduce -2.6% 255,638 $69.5M
Dillon & Associates Inc. 8.96% Reduce -0.9% 255,000 $69.4M
Apella Capital, LLC 1.37% Add +31.0% 254,471 $69.2M
GM Advisory Group, LLC 2.71% Add +1.9% 254,074 $69.1M
Kayne Anderson Rudnick Investment Management LLC 0.19% Add +1.8% 254,071 $69.1M
ZWJ Investment Counsel Inc. 2.49% Reduce -2.4% 253,705 $69.0M
Mar Vista Investment Partners LLC 6.33% Reduce -6.2% 253,571 $68.9M
Crawford Investment Counsel Inc. 1.15% Add +2.1% 253,465 $68.9M
LMCG Investments, LLC 3.94% Reduce -1.7% 253,381 $68.9M
DF Dent & Co. Inc. 0.99% Add +9.3% 253,165 $68.8M
Archon Partners LLC 7.16% No change 252,000 $68.5M
Belpointe Asset Management LLC 2.47% Add +1.8% 251,704 $68.4M
Boston Common Asset Management, LLC 4.11% Reduce -4.3% 250,954 $68.2M
GTS Securities LLC 2.32% Add +101.9% 249,993 $68.0M
Blackhill Capital Inc. 3.49% Reduce -0.1% 249,500 $67.8M
Ar Asset Management Inc. 13.98% Reduce -0.3% 249,153 $67.7M
Elevation Point Wealth Partners, LLC 3.26% Add +108.0% 249,088 $67.7M
Caldwell Trust Co 6.02% Reduce -0.8% 249,061 $67.7M
Newlands Management Operations LLC 0.35% No change 248,975 $67.7M
First Horizon Corp. 3.02% Reduce -0.3% 248,744 $67.6M
Courier Capital LLC 3.79% Reduce -4.5% 248,120 $67.5M
Mariner Investment Group LLC 4.22% New 248,000 $67.4M
Applied Finance Capital Management, LLC 4.81% Reduce -2.3% 246,884 $67.1M
Foster & Motley Inc. 3.57% Reduce -1.8% 246,531 $67.0M
Marathon Trading Investment Management LLC 8.04% New 246,481 $67.0M
Forbes J M & Co. LLP 5.42% Reduce -0.1% 246,287 $67.0M
Marble Harbor Investment Counsel, LLC 7.15% Reduce -1.5% 245,881 $66.8M
Savvy Advisors, Inc. 2.16% Add +14.9% 245,595 $66.8M
Cache Advisors, LLC 8.14% Add +23.0% 243,703 $66.3M
TBH Global Asset Management, LLC 11.04% Add +14.7% 243,368 $66.2M
Bar Harbor Wealth Management 3.82% Reduce -1.2% 243,132 $66.1M
China Universal Asset Management Co., Ltd. 5.07% Reduce -3.4% 242,967 $66.1M
Fiduciary Alliance LLC 4.31% Reduce -1.6% 242,232 $65.9M
Aureus Asset Management, LLC 4.19% Reduce -0.1% 242,144 $65.8M
Stillwater Capital Advisors, LLC 7.07% Reduce -0.5% 241,973 $65.8M
Nwam LLC 3.66% Reduce -5.8% 252,603 $65.5M
Jacobs & Co. 6.18% Reduce -3.8% 240,735 $65.4M
Manchester Capital Management LLC 8.90% Add +1.3% 240,521 $65.4M
Alta Capital Management LLC/ 4.34% Reduce -27.9% 239,833 $65.2M
Hamilton Capital Partners Inc. 2.39% Add +7.1% 239,195 $65.0M
Fidelis Capital Partners, LLC 4.72% Reduce -4.6% 239,069 $65.0M
Comgest Global Investors S.A.S. 1.16% Reduce -13.8% 238,418 $64.8M
Leavell Investment Management, Inc. 2.69% Reduce -1.8% 237,734 $64.6M
North Star Investment Management Corp. 4.06% Reduce -1.4% 237,669 $64.6M
Pallas Capital Advisors LLC 2.12% Reduce -4.7% 236,534 $64.3M
CX Institutional 1.92% Reduce -3.6% 236,446 $64.3M
Apriem Advisors 5.90% Add +0.9% 236,367 $64.3M
Ledyard National Bank 5.52% Reduce -2.0% 235,859 $64.1M
Stony Point Capital LLC 4.70% Add +2.6% 234,296 $63.7M
Integrated Advisors Network LLC 2.82% Reduce -9.2% 234,067 $63.6M
Aaron Wealth Advisors LLC 3.54% Add +25.2% 234,058 $63.6M
Crake Asset Management LLP 2.49% Reduce -49.3% 234,053 $63.6M
L. Roy Papp & Associates, LLP 7.03% Reduce -1.8% 233,943 $63.6M
Fideuram Asset Management (Ireland) dac 5.05% — 255,040 $63.6M
Palisade Capital Management, LP 2.11% Reduce -0.2% 233,800 $63.6M
Krilogy Financial LLC 2.16% Reduce -5.0% 248,672 $63.5M
Baltimore-Washington Financial Advisors, Inc. 2.65% Add +1.5% 233,508 $63.5M
Sagespring Wealth Partners, LLC 1.15% Add +6.0% 233,226 $63.4M
S&co Inc. 3.93% Reduce -0.1% 232,949 $63.3M
Caxton Associates LLP 1.25% Reduce -89.2% 232,069 $63.1M
Southeast Asset Advisors, LLC 5.99% Reduce -2.1% 232,067 $63.1M
Private Advisory Group LLC 4.97% Reduce -0.2% 231,936 $63.1M
JGP Wealth Management, LLC 6.57% Add +5.4% 231,740 $63.0M
Venturi Wealth Management, LLC 2.79% Add +6.3% 231,242 $62.9M
Financiere des Professionnels - Fonds d'investissement inc. 3.57% Add +24.8% 230,962 $62.8M
Heritage Trust Co 6.38% Add +11.6% 230,591 $62.7M
Avenir Corp. 6.80% Reduce -1.4% 230,558 $62.7M
Itau Unibanco Holding S.A. 1.54% Add +204.1% 230,457 $62.7M
United Asset Strategies, Inc. 4.83% Add +0.6% 229,928 $62.5M
BBR Partners, LLC 3.35% Add +7.0% 229,592 $62.4M
Pinnacle Wealth Management Advisory Group, LLC 4.29% Add +0.3% 229,235 $62.3M
GAM Holding AG 3.97% Add +7.7% 228,914 $62.2M
Vision Capital Management, Inc. 7.47% Reduce -2.9% 227,918 $62.0M
Novare Capital Management LLC 4.64% Add +0.1% 227,651 $61.9M
Platform Wealth Management, LLC 16.45% — 227,553 $61.9M
Middleton & Co. Inc. 6.56% Reduce -2.0% 227,411 $61.8M
Stokes Family Office, LLC 5.65% Add +0.5% 227,278 $61.8M
Thomasville National Bank 3.81% Reduce -0.3% 226,252 $61.5M
SOA Wealth Advisors, LLC. 10.15% Reduce -0.8% 264,478 $61.4M
Empire Life Investments Inc. 3.46% Reduce -1.9% 225,865 $61.4M
Telos Capital Management, Inc. 5.72% Reduce -1.8% 225,706 $61.4M
Affinity Capital Advisors, LLC 8.45% Add +43.6% 224,654 $61.1M
Marex Group Ltd 0.66% Add +50.2% 224,343 $61.0M
Accredited Investors Inc. 3.24% Reduce -8.3% 224,153 $60.9M
Syon Capital LLC 3.03% Add +8.4% 223,753 $60.8M
Sfmg, LLC 4.08% Add +1.5% 223,378 $60.7M
Smithbridge Asset Management Inc. 5.19% Add +44.0% 223,203 $60.7M
Altshuler Shaham Ltd 0.93% Add +807.0% 223,092 $60.6M
Coastal Bridge Advisors, LLC 4.51% Add +0.9% 222,055 $60.4M
Rollins Financial Advisors, LLC 8.84% Reduce -6.5% 221,497 $60.2M
SP Asset Management LLC 4.76% Reduce -0.5% 221,473 $60.2M
Fiduciary Group, LLC 5.05% Reduce -1.2% 221,313 $60.2M
Pittenger & Anderson Inc. 2.31% Reduce -0.4% 220,862 $60.0M
Lee Danner & Bass Inc. 4.30% Reduce -2.0% 220,705 $60.0M
Blue Chip Partners, LLC 4.35% Reduce -1.1% 220,584 $60.0M
Mindset Wealth Management, LLC 15.62% Reduce -0.3% 219,183 $59.6M
Ausdal Financial Partners, Inc. 2.76% Reduce -0.4% 219,093 $59.6M
Greenwood Gearhart LLC 3.27% Reduce -4.3% 218,673 $59.4M
Integrity Alliance, Llc. 2.17% Add +18.1% 218,185 $59.3M
Dorsey & Whitney Trust CO LLC 3.12% Reduce -0.9% 217,194 $59.0M
Martingale Asset Management L P 1.50% Add +1.6% 217,071 $59.0M
Hartline Investment Corp./ 6.38% Reduce -0.1% 217,048 $59.0M
Addenda Capital Inc. 1.73% Add +0.9% 216,803 $58.9M
Zhang Financial LLC 2.20% Add +5.7% 216,708 $58.9M
Mullaney, Keating & Wright, Inc. 30.89% Reduce -0.3% 215,233 $58.5M
Biondo Investment Advisors, LLC 7.06% Reduce -3.3% 214,696 $58.4M
Nilsine Partners, LLC 5.03% Reduce -1.3% 213,510 $58.0M
LaFleur & Godfrey LLC 7.03% Reduce -2.4% 213,498 $58.0M
Greenwoods Asset Management Hong Kong Ltd. 1.43% No change 213,104 $57.9M
Violich Capital Management, Inc. 6.46% Reduce -0.3% 212,967 $57.9M
Spinnaker Trust 3.10% Add +0.8% 212,736 $57.8M
Twin Capital Management Inc. 7.17% Reduce -1.0% 212,559 $57.8M
SCS Capital Management LLC 0.61% Reduce -3.8% 212,435 $57.8M
Johnson Financial Group, Inc. 2.16% Reduce -5.2% 212,205 $57.7M
Rossmore Private Capital 5.15% Add +3.6% 211,612 $57.5M
Physicians Financial Services, Inc. 15.38% Reduce -1.8% 210,839 $57.3M
Tower Bridge Advisors 5.85% Reduce -3.8% 210,589 $57.3M
American Assets Investment Management, LLC 3.94% No change 210,000 $57.1M
Cyndeo Wealth Partners, LLC 3.07% Add +2.8% 209,696 $57.0M
Auxano Advisors, LLC 11.24% Add +0.0% 209,366 $56.9M
NZS Capital, LLC 1.74% Add +29.6% 208,934 $56.8M
Certuity, LLC 3.57% Add +0.3% 1,161,622 $56.8M
Webster Bank, N. A. 5.32% Add +2.8% 208,433 $56.7M
Silicon Valley Capital Partners 5.16% Add +0.0% 208,414 $56.7M
Taikang Asset Management (Hong Kong) Co Ltd 5.60% No change 208,317 $56.6M
BTC Capital Management, Inc. 3.95% Reduce -1.7% 208,149 $56.6M
MidFirst Bank 4.49% — 219,223 $56.4M
Petredis Investment Advisors LLC 4.42% Reduce -1.3% 207,308 $56.4M
Valmark Advisers, Inc. 0.70% Add +2.4% 207,293 $56.4M
Morningstar Investment Management LLC 3.33% Reduce -32.9% 207,210 $56.3M
RFG Advisory, LLC 1.06% Add +4.7% 206,228 $56.1M
Cadence Bank 3.28% Reduce -0.3% 206,016 $56.0M
SlateStone Wealth, LLC 4.68% Reduce -5.5% 205,871 $56.0M
Cassaday & Co Wealth Management LLC 1.18% Reduce -0.5% 205,799 $55.9M
Jackson Wealth Management, LLC 5.43% Add +1.7% 205,198 $55.8M
LGT Fund Management Co Ltd. 4.40% Add +3.3% 203,973 $55.7M
Dupont Capital Management Corp. 6.26% Reduce -5.3% 204,150 $55.5M
First Merchants Corp. 2.05% Reduce -1.6% 203,478 $55.3M
Capital Analysts, LLC 1.53% Add +0.6% 203,373 $55.3M
Harold Davidson & Associates Inc. 24.35% Reduce -0.6% 202,394 $55.0M
Nemes Rush Group LLC 5.18% Reduce -1.2% 202,383 $55.0M
Verdence Capital Advisors LLC 3.26% Reduce -1.7% 202,317 $55.0M
Harbour Trust & Investment Management Co 5.61% Reduce -2.3% 202,253 $55.0M
Community Bank & Trust, Waco, Texas 11.28% Reduce -3.3% 202,156 $55.0M
Rehmann Capital Advisory Group 2.86% Add +0.5% 202,079 $54.9M
CRA Financial Services, LLC 7.18% Reduce -0.4% 201,819 $54.9M
Cypress Capital Group 6.15% Add +2.2% 201,752 $54.8M
Centaurus Financial, Inc. 2.51% Add +0.9% 201,647 $54.8M
TruWealth Advisors, LLC 2.68% Add +0.4% 201,280 $54.7M
Schaper Benz & Wise Investment Counsel Inc. 3.95% Reduce -0.3% 201,226 $54.7M
TrinityBridge Ltd 1.21% Reduce -2.4% 200,763 $54.6M
Perryman Financial Advisory Inc. 8.00% — 200,492 $54.5M
Palisade Asset Management, LLC 5.31% Reduce -4.3% 200,245 $54.4M
Geneos Wealth Management Inc. 1.33% Reduce -1.1% 200,004 $54.4M
Cumberland Partners Ltd 3.33% Reduce -0.1% 199,971 $54.4M
Solidarity Wealth, LLC 11.11% Add +0.9% 199,720 $54.3M
Columbia Asset Management 9.65% Reduce -1.8% 199,639 $54.3M
Forvis Mazars Wealth Advisors, LLC 1.02% Add +12.2% 199,170 $54.1M
Turtle Creek Wealth Advisors, LLC 4.26% Add +8.0% 199,054 $54.1M
Granite Investment Partners, LLC 3.21% Add +4.4% 198,983 $54.1M
American National Bank & Trust 5.11% Add +0.1% 198,888 $54.1M
Walleye Capital LLC 0.33% Reduce -82.4% 197,824 $53.8M
K.J. Harrison & Partners Inc 7.14% Reduce -0.7% 197,571 $53.7M
Parkside Financial Bank & Trust 4.02% Add +0.3% 197,533 $53.7M
WestEnd Advisors, LLC 1.24% Reduce -3.0% 195,950 $53.3M
Madison Asset Management, LLC 0.61% Add +0.1% 195,520 $53.2M
Blue Fin Capital, Inc. 8.23% Reduce -2.3% 195,202 $53.1M
OAKMONT Corp 9.17% Add +2.5% 194,926 $53.0M
WealthPLAN Partners, LLC 7.87% Reduce -1.9% 193,701 $52.7M
Cascade Financial Partners, LLC 5.33% Reduce -4.4% 193,254 $52.5M
Nicolet Advisory Services, LLC 3.54% Add +5.9% 201,637 $52.5M
Shufro Rose & Co. LLC 3.56% Add +5.8% 192,857 $52.4M
Legacy Private Trust Co. 3.09% Reduce -1.5% 192,654 $52.4M
Valley Wealth Managers, Inc. 3.35% Add +0.1% 192,513 $52.3M
Strategic Advisors LLC 8.19% Reduce -5.2% 192,449 $52.3M
Fiduciary Financial Group, LLC 7.39% Reduce -1.3% 192,425 $52.3M
Resources Management Corp. /CT/ 6.76% Reduce -1.8% 191,696 $52.1M
Mather Group, Llc. 0.54% Add +2.3% 191,529 $52.1M
Fullerton Fund Management Co Ltd. 2.27% Reduce -7.8% 191,326 $52.0M
SageView Advisory Group, LLC 1.75% Reduce -4.9% 190,817 $51.9M
Coastline Trust Co 4.87% Add +7.3% 190,331 $51.7M
Flagship Harbor Advisors, LLC 2.44% Reduce -15.3% 190,104 $51.7M
Invictus Private Wealth, LLC 3.11% Add +0.2% 188,984 $51.4M
Steigerwald, Gordon & Koch Inc. 4.99% Reduce -2.1% 188,682 $51.3M
Jain Global LLC 0.52% Add +348.8% 188,258 $51.2M
Equitable Trust Co. 2.28% Reduce -0.8% 187,961 $51.1M
Zions Bancorporation, National Association 2.36% Add +0.5% 187,617 $51.0M
Cullen Investment Group, LTD. 6.59% Reduce -7.3% 195,969 $50.8M
Rice Partnership, LLC 6.86% Add +3.3% 186,558 $50.7M
Alerus Financial NA 2.48% Reduce -1.9% 186,447 $50.7M
Connors Investor Services Inc. 4.36% Add +9.9% 186,185 $50.6M
German American Bancorp, Inc. 4.31% Reduce -0.8% 186,115 $50.6M
PKO Investment Management Joint-Stock Co 4.03% Reduce -4.6% 186,000 $50.6M
River Wealth Advisors LLC 5.67% Reduce -0.0% 185,954 $50.6M
Amica Mutual Insurance Co. 4.39% No change 185,777 $50.5M
J.P. Marvel Investment Advisors, LLC 7.01% No change 185,652 $50.5M
Tompkins Financial Corp. 3.92% Reduce -3.5% 185,439 $50.4M
City of London Investment Management Co. Ltd. 3.78% Reduce -25.9% 185,361 $50.4M
Naples Global Advisors, LLC 3.76% Reduce -1.4% 185,100 $50.3M
Texas Yale Capital Corp. 1.52% Reduce 0.0% 184,875 $50.3M
CORDA Investment Management, LLC. 3.65% Reduce -35.8% 184,838 $50.3M
Synergy Asset Management, LLC 5.21% Reduce -43.8% 184,308 $50.1M
Lyell Wealth Management, LP 3.62% Add +1.2% 183,761 $50.0M
Formidable Asset Management, LLC 7.28% Reduce -3.4% 196,091 $49.9M
EverSource Wealth Advisors, LLC 1.83% Add +0.8% 183,044 $49.8M
Avior Wealth Management, LLC 1.54% Reduce -4.3% 182,302 $49.5M
Penn Davis McFarland Inc. 4.74% Reduce -0.6% 181,890 $49.4M
Edge Wealth Management LLC 8.72% Reduce -1.3% 181,773 $49.4M
Sloy Dahl & Holst, LLC 5.92% Reduce -2.3% 181,288 $49.3M
Kintegral Advisory, LLC 4.17% Reduce -2.7% 181,179 $49.3M
StoneX Group Inc. 2.14% Reduce -0.1% 181,043 $49.2M
Estabrook Capital Management 7.24% Reduce -2.5% 180,998 $49.2M
Retirement Planning Group, LLC 1.61% Reduce -0.3% 180,423 $49.0M
Octavia Wealth Advisors, LLC 4.68% Reduce -4.6% 180,059 $49.0M
Baker Chad R 8.76% Reduce -8.4% 178,883 $48.8M
Earned Wealth Advisors, LLC 3.46% Add +72.5% 179,254 $48.7M
Occidental Asset Management, LLC 5.82% Add +8.9% 178,223 $48.5M
Hendershot Investments Inc. 6.17% Reduce -2.2% 177,985 $48.4M
Alps Advisors Inc. 0.28% Reduce -15.3% 177,497 $48.3M
Cliftonlarsonallen Wealth Advisors, LLC 0.73% Add +5.6% 177,430 $48.2M
Sargent Investment Group, LLC 6.04% Reduce -2.0% 177,255 $48.2M
Financial Engines Advisors L.L.C. 0.09% Reduce -8.6% 176,774 $48.1M
Procyon Advisors, LLC 2.37% Add +7.3% 176,486 $48.0M
Azzad Asset Management Inc. 4.71% Reduce -6.9% 176,473 $48.0M
Guinness Asset Management LTD 0.78% Add +0.1% 177,912 $47.9M
ARS Wealth Advisors Group, LLC 4.30% Reduce -0.4% 175,574 $47.7M
Fagan Associates, Inc. 6.35% Reduce -0.9% 175,122 $47.6M
Griffin Asset Management, Inc. 5.12% Add +0.4% 174,226 $47.4M
Arvest Bank Trust Division 2.56% Add +5.5% 174,102 $47.3M
Tiff Advisory Services, LLC 8.14% Add +11.7% 174,002 $47.3M
Strategic Planning Group, LLC 6.08% Add +2.3% 173,721 $47.2M
Blue Trust, Inc. 0.53% Reduce -2.6% 173,464 $47.2M
Culbertson A N & Co. Inc. 6.45% Reduce -3.0% 173,040 $47.0M
Kepler Cheuvreux (Suisse) SA 2.65% Add +76.5% 172,949 $47.0M
Bridgewater Advisors Inc. 3.03% Reduce -2.4% 188,828 $46.8M
Hardman Johnston Global Advisors LLC 2.23% Reduce -8.0% 171,797 $46.7M
Sittner & Nelson, LLC 16.53% Reduce -0.3% 167,893 $46.7M
TriaGen Wealth Management LLC 12.07% Add +6.0% 171,564 $46.6M
Norden Group LLC 4.55% Add +34.8% 170,783 $46.4M
Thompson Siegel & Walmsley LLC 0.78% Add +0.1% 170,548 $46.4M
Avidian Wealth Enterprises, LLC 1.69% Add +2.4% 170,387 $46.3M
Aire Advisors, LLC 8.46% Reduce -1.1% 170,277 $46.3M
MSH Capital Advisors LLC 9.89% Add +348.3% 170,265 $46.3M
Lake Street Private Wealth, LLC 5.68% Add +13.5% 170,167 $46.3M
Westmount Partners, LLC 11.53% Add +6.5% 170,045 $46.2M
Spirepoint Private Client, LLC 4.42% Add +10.5% 170,031 $46.2M
Woodmont Investment Counsel LLC 2.90% Reduce -1.5% 170,006 $46.2M
Vantage Investment Partners, LLC 3.08% Reduce -0.0% 169,944 $46.2M
Advisor OS, LLC 3.72% Add +1.0% 169,841 $46.2M
Wedbush Fund Advisers, LLC 4.77% — 169,676 $46.1M
GenTrust, LLC 2.00% Add +11.6% 169,550 $46.1M
Suncoast Equity Management 4.65% Reduce -2.5% 169,375 $46.0M
Algert Global LLC 0.72% Add +13.2% 169,217 $46.0M
Edgewood Management LLC 0.22% Reduce -4.2% 169,074 $46.0M
Texas Capital Bank Wealth Management Services Inc 2.65% Add +60.6% 168,788 $45.9M
Woodstock Corp. 3.94% Reduce -0.4% 168,718 $45.9M
Arthur M. Cohen & Associates, LLC 7.48% Reduce -1.2% 168,414 $45.8M
Capital Asset Advisory Services LLC 1.84% Reduce -1.8% 174,283 $45.7M
Cypress Wealth Services, LLC 6.32% Add +23.4% 168,039 $45.7M
Barr E S & Co. 2.38% Add +0.1% 167,850 $45.6M
Angeles Wealth Management, LLC 2.52% Add +12.9% 167,839 $45.6M
DSG Capital Advisors, LLC 6.95% Reduce -0.0% 176,598 $45.6M
Trust Asset Management LLC 3.11% Reduce -3.6% 167,660 $45.6M
Gryphon Financial Partners LLC 4.87% Add +2.0% 167,567 $45.6M
Howe & Rusling Inc. 3.01% Add +6.7% 167,506 $45.5M
Confluence Wealth Services, Inc. 1.88% Reduce -6.1% 167,305 $45.5M
MASTERINVEST Kapitalanlage GmbH 4.32% Add +1.1% 166,435 $45.5M
S-Bank Fund Management Ltd 5.88% Reduce -4.3% 166,885 $45.4M
IFG Advisory, LLC 1.97% Add +0.0% 166,567 $45.3M
Penserra Capital Management LLC 0.54% Reduce -4.1% 166,491 $45.3M
Bank of Hawaii 2.23% Add +5.4% 166,346 $45.2M
CoreCap Advisors, LLC 1.58% Add +2.5% 166,319 $45.2M
Ramsay, Stattman, Vela & Price, Inc. 8.14% Reduce -2.4% 166,286 $45.2M
Clarkston Capital Partners, LLC 1.04% Add +6.3% 165,816 $45.1M
Douglas Lane & Associates, LLC 0.62% Reduce -5.3% 165,180 $44.9M
Unio Capital LLC 8.44% Add +38.2% 165,018 $44.9M
TCV Trust & Wealth Management, Inc. 3.62% Add +0.6% 165,005 $44.9M
Koshinski Asset Management, Inc. 2.89% Reduce -0.0% 165,103 $44.8M
Renaissance Group LLC 1.80% Reduce -5.9% 164,885 $44.8M
Dnca Finance 2.63% No change 164,500 $44.7M
Grove Bank & Trust 5.03% Add +0.5% 164,484 $44.7M
DDD Partners, LLC 2.84% Add +2.4% 164,376 $44.7M
Wealth Architects, LLC 4.02% Reduce -7.0% 164,127 $44.6M
Shared Vision Wealth Group LLC 18.03% Reduce -1.4% 174,344 $44.5M
Perennial Investment Advisors, LLC 3.52% Reduce -0.3% 163,791 $44.5M
GHP Investment Advisors, Inc. 1.82% Reduce -2.3% 163,073 $44.3M
Laurel Oak Wealth Management, LLC 7.47% — 163,031 $44.3M
First National Advisers, LLC 6.08% Reduce -4.1% 162,773 $44.3M
Mizuho Markets Americas LLC 0.95% Reduce -30.9% 162,500 $44.2M
Nations Financial Group Inc, /Ia/ 2.32% Add +6.8% 162,037 $44.1M
Checchi Capital Advisers, LLC 3.00% Reduce -0.8% 161,991 $44.0M
Winslow Asset Management Inc. 8.12% Reduce -1.6% 161,838 $44.0M
Zullo Investment Group, Inc. 16.04% Reduce -0.3% 161,335 $43.9M
Miller Wealth Advisors, LLC 16.20% Reduce -0.5% 161,314 $43.9M
Bedell Frazier Investment Counselling, LLC 8.46% Add +4.1% 161,297 $43.9M
Red Door Wealth Management, LLC 4.56% Reduce -4.7% 161,137 $43.8M
Arete Wealth Advisors, LLC 3.03% Add +3.8% 160,670 $43.7M
Berger Financial Group, Inc 2.53% Reduce -1.8% 160,667 $43.7M
Teamwork Financial Advisors, LLC 4.65% Reduce -4.5% 160,466 $43.6M
Parcion Private Wealth LLC 2.65% Add +1.0% 159,970 $43.5M
Qtron Investments LLC 5.63% Reduce -7.3% 159,389 $43.3M
Oxford Financial Group, LTD. LLC 2.38% Add +16.1% 159,149 $43.3M
Knuff & Co LLC 12.73% Add +1.8% 158,841 $43.2M
Waters Parkerson & Co., LLC 2.12% Reduce -3.8% 158,782 $43.2M
Sawgrass Asset Management LLC 5.37% Reduce -6.0% 157,984 $42.9M
NORTHSTAR ASSET MANAGEMENT Co 9.11% Reduce -3.0% 157,941 $42.9M
Csenge Advisory Group 1.94% Reduce -0.6% 157,904 $42.9M
Linscomb Wealth, Inc. 1.80% Reduce -1.8% 157,637 $42.9M
MayTech Global Investments, LLC 4.33% Add +0.7% 157,467 $42.8M
TradeWell Securities, LLC. 16.63% Reduce -2.2% 157,172 $42.7M
Bridgeway Capital Management, LLC 0.90% Add +2.5% 157,108 $42.7M
Westchester Capital Management, Inc. 8.81% Add +0.5% 156,803 $42.6M
Winthrop Advisory Group LLC 3.61% Reduce -0.2% 156,657 $42.6M
Godsey & Gibb, Inc. 3.81% Reduce -1.9% 156,158 $42.5M
Goelzer Investment Management, Inc. 1.96% Add +5.5% 155,765 $42.3M
WP Advisors, LLC 10.53% Reduce -4.7% 155,480 $42.3M
Lazari Capital Management, Inc. 14.29% Reduce -2.6% 155,321 $42.2M
PFG Advisors 2.05% Reduce -30.6% 155,081 $42.2M
Greenwich Wealth Management LLC 1.88% Add +3.8% 155,081 $42.2M
Buckley Wealth Management, LLC 11.17% Reduce -1.0% 154,908 $42.1M
Oakworth Capital, Inc. 2.29% Reduce -0.8% 154,194 $41.9M
Cooper Financial Group 4.46% Add +1.5% 154,099 $41.9M
Northstar Group, Inc. 5.88% Add +1.4% 153,648 $41.8M
Purpose Unlimited Inc. 1.93% — 153,039 $41.6M
Kavar Capital Partners Group, LLC 5.73% Reduce -0.8% 153,024 $41.6M
TRB Advisors LP 9.74% No change 153,000 $41.6M
Premier Path Wealth Partners, LLC 5.35% Add +6.8% 152,318 $41.4M
Schmidt P J Investment Management Inc. 6.73% Reduce -1.7% 152,206 $41.4M
Capital Investment Advisory Services, LLC 2.91% Add +1.8% 151,373 $41.2M
Segment Wealth Management, LLC 2.38% Add +0.3% 151,268 $41.1M
Terril Brothers, Inc. 10.79% Reduce -0.6% 151,120 $41.1M
West Branch Capital LLC 10.57% Reduce -0.8% 150,941 $41.0M
Pennsylvania Capital Management Inc. 11.24% Add +1.9% 150,640 $41.0M
Debussy Capital Management LP 5.57% Reduce -1.5% 150,554 $40.9M
Staley Capital Advisers Inc. 1.69% Reduce -3.1% 150,356 $40.9M
Saybrook Capital 10.17% Reduce -0.6% 150,289 $40.9M
Ascent Wealth Partners, LLC 4.70% Reduce -1.6% 150,281 $40.9M
Quent Capital, LLC 2.94% Add +1.0% 150,064 $40.8M
Polar Asset Management Partners Inc. 1.05% Reduce -40.4% 150,000 $40.8M
Sage Mountain Advisors LLC 2.16% Reduce -2.0% 149,994 $40.8M
Bennett Selby Investments LP 13.13% Add +0.2% 149,971 $40.8M
Knollwood Investment Advisory, LLC 3.83% No change 149,835 $40.7M
Conway Capital Management, Inc. 17.25% Add +1.3% 149,598 $40.7M
Colonial Trust Co / SC 5.42% Reduce -1.5% 149,495 $40.6M
Ironwood Financial, llc 6.89% Reduce -4.6% 156,075 $40.6M
One Wealth Advisors, LLC 4.96% Reduce -6.8% 149,370 $40.6M
FAS Wealth Partners, Inc. 2.62% Add +0.9% 149,204 $40.6M
Cozad Asset Management Inc. 3.14% Reduce -1.0% 149,193 $40.6M
Campbell Capital Management Inc. 13.73% Add +0.1% 149,193 $40.6M
Mill Creek Capital Advisors, LLC 0.83% Reduce -5.1% 149,129 $40.5M
Cabot Wealth Management Inc. 4.48% Reduce -1.4% 149,125 $40.5M
Progressive Investment Management Corp 9.68% Reduce -1.0% 148,846 $40.5M
Quest Investment Management LLC 4.36% Reduce -6.2% 148,600 $40.4M
Harbor Advisors LLC 6.06% No change 148,400 $40.3M
King Wealth Management Group 4.86% Add +10.7% 148,243 $40.3M
Continuum Advisory, LLC 4.02% Add +1.5% 147,654 $40.1M
Journey Advisory Group, LLC 3.38% Reduce -3.6% 147,645 $40.1M
Strategic Wealth Partners, Ltd. 2.75% Reduce -3.9% 147,538 $40.1M
Folger Nolan Fleming Douglas Capital Management, Inc. 4.11% Reduce -0.6% 147,410 $40.1M
MJP Associates Inc. 5.01% Add +2.1% 147,362 $40.1M
Hillsdale Investment Management Inc. 1.11% Add +5.2% 147,332 $40.1M
Avantax Planning Partners, Inc. 1.12% Reduce -0.7% 147,060 $40.0M
Magnus Financial Group LLC 3.06% Add +6.2% 146,995 $40.0M
Greenwood Capital Associates LLC 4.34% Add +0.3% 146,993 $40.0M
Matrix Asset Advisors Inc. 3.59% Reduce -1.2% 146,802 $39.9M
Foster Group, Inc. 1.20% Add +0.7% 146,545 $39.8M
Sage Capital Advisors,llc 9.45% Reduce -0.1% 146,201 $39.7M
Rothschild Capital Partners, LLC 9.38% Reduce -4.3% 146,095 $39.7M
Facet Wealth, Inc. 0.70% Add +15.2% 154,452 $39.6M
Hunter Associates Investment Management LLC 5.28% Reduce -0.4% 145,249 $39.5M
SageGuard Financial Group, LLC 6.27% — 145,017 $39.4M
Smith, Moore & Co. 2.98% Reduce -5.2% 144,983 $39.4M
Capstone Financial Advisors, Inc. 2.10% Reduce -3.6% 144,979 $39.4M
Winning Points Advisors, LLC 42.13% — 160,788 $39.4M
Leisure Capital Management 13.04% Reduce -0.2% 144,827 $39.4M
JLB & Associates Inc. 5.30% Reduce -1.5% 144,564 $39.3M
Lodestar Private Asset Management LLC 3.93% Reduce -1.6% 144,022 $39.2M
Marietta Investment Partners LLC 7.76% Reduce -0.6% 143,795 $39.1M
Sand Hill Global Advisors, LLC 1.36% Reduce -0.1% 143,636 $39.0M
Postrock Partners LLC 16.96% No change 143,584 $39.0M
Peachtree Investment Partners, LLC 12.95% Reduce -0.8% 143,531 $39.0M
Westerkirk Capital Inc. 3.80% Add +17.1% 143,491 $39.0M
Kiley Juergens Wealth Management, LLC 8.45% Reduce -2.1% 143,370 $39.0M
Longbow Finance SA 6.59% Reduce -44.2% 143,135 $38.9M
Platform Technology Partners 8.29% Add +3.1% 143,126 $38.9M
Martin Capital Advisors, LLP 22.80% Reduce -0.7% 143,055 $38.9M
Wedgewood Partners Inc. 7.26% Reduce -14.4% 142,920 $38.9M
CSM Advisors, LLC 1.06% Add +1.1% 142,832 $38.8M
Lanark Financial, Inc. 2.92% Reduce -0.1% 142,679 $38.8M
Greatmark Investment Partners, Inc. 4.58% Add +0.7% 142,375 $38.7M
Keel Point, LLC 2.33% Add +7.7% 142,218 $38.7M
Money Concepts Capital Corp. 2.16% Reduce -2.8% 141,912 $38.6M
Mengis Capital Management, Inc. 6.84% Add +2.9% 141,833 $38.6M
Callahan Advisors, LLC 3.16% Reduce -3.3% 141,312 $38.4M
Cigna Investments Inc. 5.59% Reduce -1.2% 141,169 $38.4M
Rockline Wealth Management, LLC 7.81% Add +0.5% 140,902 $38.3M
Personal Cfo Solutions, LLC 6.07% Add +32.3% 140,740 $38.3M
LVW Advisors, LLC 3.88% Add +3.5% 140,686 $38.2M
Sandbox Financial Partners, LLC 10.56% Add +0.1% 140,357 $38.2M
Bensler, LLC 3.82% Reduce -0.5% 140,320 $38.1M
MainStreet Investment Advisors LLC 5.48% Reduce -6.6% 140,101 $38.1M
Stembrook Asset Management, LLC 35.88% — 139,703 $38.0M
Waterloo Capital, L.P. 2.74% Add +5.7% 139,654 $38.0M
Princeton Capital Management LLC 9.79% Reduce -2.3% 139,566 $37.9M
Regatta Capital Group, LLC 5.71% Add +10.3% 139,092 $37.8M
First National Bank & Trust Co. of Newtown 6.92% Reduce -0.1% 138,837 $37.7M
Augustine Asset Management Inc. 7.53% Add +0.4% 138,661 $37.7M
Traphagen Investment Advisors LLC 3.10% Add +1.5% 138,524 $37.7M
Whalerock Point Partners, LLC 7.40% Reduce -5.3% 138,223 $37.6M
Kidder Stephen W 10.58% Reduce -0.5% 138,035 $37.5M
Semus Wealth Partners LLC 20.21% Reduce -0.2% 138,029 $37.5M
Defiance ETFs, LLC 1.23% — 137,288 $37.5M
Bluespring Wealth Management, LLC 3.22% Reduce -2.9% 137,617 $37.4M
Advisory Alpha, LLC 1.02% Add +3.6% 137,500 $37.4M
Private Trust Co. NA 3.27% Reduce -3.3% 137,311 $37.3M
Buffalo Business & Estate Services Ltd. 5.36% — 137,217 $37.3M
Embree Financial Group 4.58% Add +1.4% 137,022 $37.3M
Clarity Wealth Advisors, LLC 7.59% Add +1.0% 136,756 $37.2M
Stonebridge Financial Group, LLC 3.17% Reduce -1.3% 136,662 $37.2M
Evernest Financial Advisors, LLC 7.77% Add +254.5% 135,023 $37.1M
Tamar Securities, LLC 3.92% Reduce -3.2% 136,259 $37.0M
Abacus FCF Advisors LLC 4.82% Add +66.3% 135,833 $36.9M
Meiji Yasuda Life Insurance Co 1.07% Reduce -2.2% 135,211 $36.8M
Vision Retirement, LLC 9.84% — 135,005 $36.7M
Vancity Investment Management Ltd 4.99% Reduce -5.3% 134,990 $36.7M
Sterling Investment Advisors, Ltd. 6.75% Reduce -0.2% 134,825 $36.7M
Hardy Reed LLC 2.61% Add +0.5% 134,792 $36.6M
Patton Albertson Miller Group, LLC 4.31% Reduce -5.9% 134,775 $36.6M
RVW Wealth, LLC 2.80% Add +1.4% 134,616 $36.6M
Rheos Capital Works Inc. 2.34% Reduce -16.2% 134,500 $36.6M
Jamison Private Wealth Management, Inc. 4.55% Reduce -0.1% 134,251 $36.5M
Bogart Wealth, LLC 1.46% Reduce -8.6% 134,180 $36.5M
1ST Source Bank 1.91% Reduce -4.8% 134,118 $36.5M
Missouri Trust & Investment Co 10.69% Reduce -2.9% 133,921 $36.4M
Rowlandmiller & Partners.adv 7.02% Reduce -1.0% 133,713 $36.4M
Garde Capital, Inc. 2.15% Add +23.2% 133,648 $36.3M
NatWest Group plc 8.44% Add +31.1% 133,404 $36.3M
Wallington Asset Management, LLC 4.60% Reduce -0.1% 133,297 $36.2M
Shepherd Financial Partners LLC 3.36% Add +1.0% 133,205 $36.2M
Harris Associates (Oakmark Funds) 0.05% Add +3.4% 133,170 $36.2M
Pettyjohn, Wood & White, Inc. 5.67% Add +4.4% 133,053 $36.2M
RMR Wealth Builders 2.88% Add +4.5% 132,523 $36.0M
Benin Management CORP 8.04% Add +0.9% 132,419 $36.0M
Liontrust Investment Partners LLP 0.53% Add +3.1% 132,294 $36.0M
Schnieders Capital Management, Llc. 5.63% Reduce -0.3% 132,224 $35.9M
Inscription Capital, LLC 3.69% Add +1.8% 132,154 $35.9M
BetterWealth, LLC 8.19% Reduce -0.5% 132,081 $35.9M
Founders Financial Alliance, LLC 6.78% Add +2.9% 132,044 $35.9M
Allen Mooney & Barnes Investment Advisors LLC 5.40% Reduce -0.8% 131,970 $35.9M
JB Capital LLC 1.46% Reduce -8.2% 131,912 $35.9M
Schwarz Dygos Wheeler Investment Advisors LLC 7.38% Reduce -2.4% 131,461 $35.7M
Tyche Wealth Partners LLC 5.67% Add +4.7% 131,301 $35.7M
Root Financial Partners, LLC 1.84% Add +15.8% 131,129 $35.6M
RPG Investment Advisory, LLC 4.04% Reduce -0.5% 130,975 $35.6M
NWF Advisory Services Inc. 3.93% Add +1.3% 130,927 $35.6M
Condor Capital Management 2.88% Reduce -2.8% 130,868 $35.6M
Citizens National Bank Trust Department 6.13% Reduce -0.5% 130,762 $35.5M
McKinley Carter Wealth Services, Inc. 1.99% Reduce -5.3% 130,670 $35.5M
Moneco Advisors, LLC 2.82% Add +10.1% 130,648 $35.5M
Anchor Investment Management, LLC 2.89% Reduce -2.0% 130,632 $35.5M
PDS Planning, Inc 2.37% Add +5.6% 130,608 $35.5M
RFP Financial Group LLC 16.99% Add +82.3% 130,512 $35.5M
Howard Financial Services, LTD. 4.14% Reduce -1.5% 130,295 $35.4M
Laurel Wealth Advisors LLC 4.68% Reduce -1.8% 130,285 $35.4M
Steele Capital Management, Inc. 1.52% Reduce -1.1% 130,201 $35.4M
Cape Cod Five Cents Savings Bank 3.24% No change 151,758 $35.4M
MKP Capital Management, L.L.C. 1.26% Reduce -90.7% 130,000 $35.3M
Oak Asset Management, LLC 12.04% Reduce -1.6% 129,876 $35.3M
Mechanics Bank Trust Department 4.62% Reduce -21.8% 129,780 $35.3M
Front Row Advisors LLC 11.74% Reduce -0.7% 129,571 $35.2M
Burling Wealth Partners, LLC 5.46% Add +9.2% 129,233 $35.1M
MIdWestOne Financial Group, Inc. 3.90% Reduce -2.4% 129,033 $35.1M
Parthenon LLC 3.78% Reduce -2.0% 128,855 $35.0M
TCI Wealth Advisors, Inc. 1.93% Reduce -3.1% 128,737 $35.0M
Bourne Lent Asset Management Inc. 11.61% Reduce -1.3% 128,706 $35.0M
DE Burlo Group Inc. 4.25% Reduce -0.7% 128,680 $35.0M
Simmons Bank 2.33% Add +0.2% 128,289 $34.9M
Canal Capital Management, LLC 4.94% Reduce -1.0% 128,053 $34.8M
Hills Bank & Trust Co 2.02% Reduce -0.0% 127,964 $34.8M
Oxbow Advisors, LLC 3.10% Reduce -1.3% 127,851 $34.8M
Chickasaw Capital Management LLC 1.43% Reduce -0.8% 127,794 $34.7M
Regal Investment Advisors LLC 2.07% Reduce -0.4% 127,471 $34.7M
Icon Wealth Advisors, LLC 2.30% Add +6.6% 127,299 $34.6M
Zevin Asset Management LLC 4.63% Reduce -0.7% 126,902 $34.5M
Resolute Wealth Strategies, LLC 15.11% Reduce -1.4% 126,804 $34.5M
Legacy Capital Group California, Inc. 8.35% Reduce -0.8% 126,709 $34.4M
Legacy Advisors, LLC 3.70% Add +8.0% 126,601 $34.4M
San Luis Wealth Advisors LLC 5.76% Reduce -1.9% 126,455 $34.4M
CCM Investment Advisers LLC 3.28% Reduce -2.4% 125,892 $34.2M
TD Private Client Wealth LLC 0.73% Add +6.8% 125,746 $34.2M
RKL Wealth Management LLC 2.80% Add +0.5% 125,644 $34.2M
Golden State Wealth Management, LLC 3.61% Reduce -1.9% 125,607 $34.1M
Atwood & Palmer Inc. 1.94% Reduce -1.1% 125,566 $34.1M
Kathmere Capital Management, LLC 2.30% Add +5.9% 125,392 $34.1M
Mirae Asset Securities (usa) Inc. 1.35% Add +24.0% 125,290 $34.1M
Sunbelt Securities, Inc. 2.27% Add +0.3% 125,257 $34.1M
Dixon Mitchell Investment Counsel Inc. 1.12% Add +0.3% 124,938 $34.0M
Draper Asset Management, LLC 17.89% Add +1.8% 125,005 $34.0M
Activest Wealth Management 6.35% Reduce -8.8% 124,964 $34.0M
South Street Advisors LLC 4.77% Reduce -7.6% 124,884 $34.0M
Creative Financial Designs Inc. 2.14% Reduce -1.6% 124,848 $33.9M
CFO4Life Group, LLC 4.84% Reduce -0.5% 124,846 $33.9M
Mitchell McLeod Pugh & Williams Inc. 4.84% Add +6.7% 121,876 $33.9M
L & S Advisors Inc 3.45% Reduce -1.6% 124,399 $33.8M
Stratos Investment Management, LLC 1.35% Add +1.5% 124,357 $33.8M
Intrust Bank NA 2.80% Add +2.3% 124,265 $33.8M
Legacy Trust 6.32% Add +1.2% 124,248 $33.8M
1776 Wealth LLC 12.71% Add +0.0% 124,222 $33.8M
Verity & Verity, LLC 2.62% Reduce -0.5% 124,034 $33.7M
Everhart Financial Group, Inc. 3.12% Add +7.9% 124,008 $33.7M
Signal Advisors Wealth, LLC 2.68% Add +68.2% 123,976 $33.7M
Leo Wealth, LLC 2.44% Add +60.5% 124,127 $33.7M
James Investment Research, Inc. 3.68% Reduce -1.8% 123,794 $33.7M
Oak Harvest Investment Services 3.66% Reduce -13.4% 123,578 $33.6M
CHICAGO TRUST Co NA 5.30% Reduce -15.2% 123,570 $33.6M
Silver Oak Securities, Incorporated 2.27% Add +1.9% 122,962 $33.6M
Somerville Kurt F 5.68% Reduce -4.7% 123,275 $33.5M
Marietta Wealth Management, LLC 3.86% Reduce -0.4% 122,889 $33.4M
Alley Investment Management Company, LLC 3.91% Reduce -1.0% 122,832 $33.4M
Ironwood Investment Counsel, LLC 4.66% Reduce -1.4% 122,723 $33.4M
First Financial Bank - Trust Division 2.74% Reduce -1.9% 122,631 $33.3M
Institute for Wealth Management, LLC. 3.53% Reduce -1.4% 122,517 $33.3M
American Money Management, LLC 5.23% Add +8.7% 122,370 $33.3M
Brandywine Oak Private Wealth LLC 2.79% Reduce -6.3% 122,289 $33.2M
Marble Wealth, LLC 4.61% — 122,201 $33.2M
Southland Equity Partners LLC 6.55% Reduce -1.4% 122,122 $33.2M
Fischer Financial Services, Inc. 8.77% Reduce -2.5% 121,984 $33.2M
Perennial Advisors, LLC 5.56% Add +0.4% 121,978 $33.2M
Tradition Wealth Management, LLC 2.38% Add +0.6% 121,932 $33.1M
GLOBALT Investments LLC / GA 1.21% Reduce -3.2% 121,708 $33.1M
Monetary Management Group Inc. 7.64% Reduce -4.3% 121,527 $33.0M
one8zero8, LLC 7.15% Reduce -2.2% 120,678 $32.8M
RNC Capital Management LLC 1.49% Reduce -2.7% 120,584 $32.8M
Pioneer Trust Bank N A 7.60% Reduce -1.3% 120,528 $32.8M
United Bank 4.32% Reduce -6.7% 120,296 $32.7M
Elyxium Wealth, LLC 9.07% Reduce -5.1% 120,286 $32.7M
GDS Wealth Management 2.04% Add +0.2% 120,264 $32.7M
Hamilton Wealth, LLC 6.21% Add +3.0% 120,087 $32.6M
RBF Capital, LLC 1.49% No change 120,000 $32.6M
AdvisorNet Financial, Inc 1.74% Add +1.8% 119,911 $32.6M
National Philanthropic Trust 0.32% Add +79.0% 119,782 $32.6M
NTV Asset Management LLC 3.44% Reduce -1.2% 119,602 $32.5M
Boussard & Gavaudan Investment Management LLP 4.92% New 119,000 $32.5M
Independence Bank of Kentucky 4.04% Reduce -1.5% 119,480 $32.5M
Aventura Private Wealth, LLC 11.63% Add +1.8% 119,099 $32.4M
Abner Herrman & Brock LLC 3.30% Reduce -0.2% 118,890 $32.3M
Horiko Capital Management LLC 7.12% Reduce -2.0% 118,664 $32.3M
Hutchinson Capital Management 5.54% Add +0.1% 118,780 $32.3M
Cypress Funds LLC 5.34% Reduce -19.9% 118,747 $32.3M
GW&K Investment Management, LLC 0.28% Add +0.1% 118,719 $32.3M
Strategic Blueprint, LLC 1.91% Reduce -13.5% 118,700 $32.3M
Cove Private Wealth, LLC 9.67% Add +5.9% 118,587 $32.2M
Parr McKnight Wealth Management Group, LLC 4.22% Reduce -4.1% 118,473 $32.2M
Quantum Financial Advisors, LLC 3.62% Add +43.0% 118,439 $32.2M
Kelly Lawrence W & Associates Inc. 8.02% Reduce -0.1% 118,438 $32.2M
Old Mission Investment Co LLC 7.71% Add +0.0% 118,377 $32.2M
Denali Advisors LLC 3.57% Reduce -0.6% 118,352 $32.2M
Wellington Shields Capital Management, LLC 4.68% Reduce -1.8% 118,135 $32.1M
Sigma Investment Counselors Inc. 1.63% Reduce -1.8% 117,865 $32.0M
Beck Mack & Oliver LLC 0.58% Add +5.9% 117,400 $31.9M
James J. Burns & Company, LLC 4.40% Add +1.9% 117,374 $31.9M
Canandaigua National Bank & Trust Co. 2.86% Reduce -5.1% 117,325 $31.9M
Seek First Inc. 21.97% Add +1.0% 117,226 $31.9M
McGuire Investment Group, LLC 3.40% Add +1.2% 117,115 $31.8M
First Western Trust Bank 1.57% Add +2.3% 117,099 $31.8M
Liberty Wealth Management LLC 4.10% Add +5.1% 116,951 $31.8M
Covington Investment Advisors Inc. 4.34% Reduce -13.6% 116,817 $31.8M
Trifecta Capital Advisors, LLC 4.70% Add +0.4% 116,736 $31.7M
Barlow Wealth Partners, LLC 3.42% Add +0.8% 122,146 $31.7M
Jackson Square Capital, LLC 6.26% Add +1.0% 116,454 $31.7M
Plancorp, LLC 0.96% Reduce -2.3% 116,364 $31.6M
Brookwood Investment Group LLC 3.81% Add +5.4% 116,359 $31.6M
Marks Group Wealth Management, Inc 3.03% Add +6.2% 116,359 $31.6M
RPS Advisory Solutions LLC 14.88% Reduce -2.0% 116,020 $31.5M
Peak Asset Management, LLC 5.36% Reduce -1.5% 115,878 $31.5M
Strait & Sound Wealth Management LLC 11.72% Add +9.8% 115,876 $31.5M
Portfolio Design Labs, LLC 5.19% Add +0.8% 115,811 $31.5M
New Hampshire Trust 6.13% Reduce -3.5% 115,785 $31.5M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 7.18% Reduce -8.2% 115,730 $31.5M
Norman Fields, Gottscho Capital Management, LLC 10.14% Reduce -3.7% 115,715 $31.5M
Signet Financial Management, LLC 3.52% Add +0.2% 115,700 $31.5M
Connecticut Wealth Management, LLC 1.37% Reduce -3.0% 115,607 $31.4M
Saratoga Research & Investment Management 1.65% Reduce -7.1% 115,542 $31.4M
XML Financial, LLC 2.56% Reduce -5.4% 115,371 $31.4M
Holderness Investments Co. 6.38% Reduce -1.3% 115,356 $31.4M
OMC Financial Services LTD 11.65% Reduce -4.8% 115,013 $31.3M
Sax Wealth Advisors, LLC 1.47% Add +6.1% 114,994 $31.3M
Bellecapital International Ltd. 5.56% Reduce -3.2% 114,884 $31.2M
Family Manage LLC 3.94% Add +7.7% 114,557 $31.1M
Members Trust Co 1.01% Reduce -1.7% 114,350 $31.1M
Litman Gregory Wealth Management LLC 2.28% Reduce -1.9% 114,311 $31.1M
Clarius Group, LLC 1.77% Add +0.7% 114,121 $31.0M
Cornerstone Advisory, LLC 2.96% Reduce -1.5% 114,120 $31.0M
Clough Capital Partners L P 2.79% Add +34.0% 113,952 $31.0M
GAMCO Investors 0.30% Reduce -2.7% 113,912 $31.0M
Sander Capital Advisors Inc. 14.74% Reduce -7.1% 113,833 $30.9M
Claret Asset Management Corp 3.61% Reduce -0.7% 113,642 $30.9M
Ibex Wealth Advisors 3.02% Add +0.6% 113,449 $30.8M
Cardiff Park Advisors, LLC 2.54% Reduce -4.8% 113,426 $30.8M
Mitchell Capital Management Co. 5.49% Reduce -7.1% 112,922 $30.7M
Oak Associates Ltd. 1.84% No change 112,894 $30.7M
Catalyst Financial Partners LLC 3.42% Add +10.0% 112,670 $30.6M
Broderick Brian C 5.79% Reduce -1.2% 112,623 $30.6M
Waldron Private Wealth LLC 1.21% Reduce -2.9% 112,446 $30.6M
Nicholas Hoffman & Company, LLC. 0.71% Add +0.1% 112,410 $30.6M
Security National Bank 4.39% Add +0.2% 112,396 $30.6M
Gilliland Jeter Wealth Management LLC 9.22% Reduce -1.1% 112,262 $30.5M
Guardian Wealth Advisors, LLC / NC 1.91% Add +4.4% 112,242 $30.5M
Mirador Capital Partners LP 4.18% Reduce -0.1% 112,101 $30.5M
Supplemental Annuity Collective Trust of NJ 7.87% Reduce -0.9% 112,010 $30.5M
Mystic Asset Management, Inc. 6.87% Reduce -4.3% 111,687 $30.4M
Huntleigh Advisors, Inc. 5.12% Add +1.5% 111,526 $30.3M
Orange Investment Advisors, Inc. 3.34% Reduce -9.6% 111,176 $30.2M
Onex Canada Asset Management Inc. 4.19% Reduce -3.8% 111,024 $30.2M
Moody National Bank Trust Division 2.90% Reduce -29.2% 110,811 $30.1M
Wealth Enhancement Trust Services, Inc. 3.81% — 110,808 $30.1M
Cypress Asset Management Inc. 6.62% Add +1.6% 110,719 $30.1M
Himalaya Capital Management 0.84% No change 110,600 $30.1M
Essex Bank 6.51% Reduce -0.5% 110,480 $30.0M
Westover Capital Advisors, LLC 5.46% Reduce -0.3% 110,385 $30.0M
W1M Asset Management Ltd 0.31% Add +93.9% 110,298 $30.0M
Valicenti Advisory Services Inc. 6.27% Reduce 0.0% 110,302 $30.0M
Wellington Shields & Co., LLC 7.39% Reduce -0.9% 110,258 $30.0M
Baader Bank Aktiengesellschaft 2.49% Add +25.0% 110,275 $29.9M
Brown Miller Wealth Management, LLC 8.26% Reduce -1.9% 110,025 $29.9M
Sierra Capital LLC 3.16% Add +4.9% 109,988 $29.9M
Scott & Selber, Inc. 7.49% Reduce -2.8% 109,885 $29.9M
Decatur Capital Management, Inc. 12.13% Reduce -4.7% 109,663 $29.8M
Arjuna Capital 7.30% Reduce -0.3% 109,663 $29.8M
Legacy Wealth Management, LLC / MS 7.96% Add +9.4% 109,653 $29.8M
Allen Capital Group, LLC 2.74% Add +3.5% 109,639 $29.8M
Mirabaud & Cie SA 9.61% Reduce -1.9% 109,633 $29.8M
Willis Investment Counsel 1.54% Reduce -0.4% 109,586 $29.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.78% Add +11.1% 109,468 $29.8M
Regent Peak Wealth Advisors LLC 5.87% Add +0.2% 109,440 $29.8M
Accurate Wealth Management, LLC 3.77% Reduce -1.0% 114,531 $29.7M
TTP Investments, Inc. 9.67% Reduce -1.6% 108,911 $29.6M
University of Texas/Texas Am Investment Management Co. 4.18% Add +2219.2% 108,908 $29.6M
Winch Advisory Services, LLC 6.54% Reduce -3.0% 108,792 $29.6M
Clearstead Trust, LLC 4.65% Reduce -3.3% 108,666 $29.5M
Intesa Sanpaolo S.p.A. 1.90% — 108,109 $29.5M
Graves Light Lenhart Wealth, Inc. 3.12% Reduce -1.7% 108,300 $29.4M
FourThought Financial Partners, LLC 2.48% Add +8.7% 108,156 $29.4M
Diversify Wealth Management, LLC 1.36% Add +1.9% 111,993 $29.2M
Meiji Yasuda America Inc 6.71% — 107,506 $29.2M
Lester Murray Antman dba SimplyRich 7.63% Reduce -0.8% 107,389 $29.2M
Main Street Financial Solutions, LLC 2.19% Reduce -32.5% 107,327 $29.2M
BIP Wealth, LLC 1.03% Add +39.6% 107,220 $29.1M
Harrell Investment Partners, LLC 6.87% Add +0.4% 107,203 $29.1M
Weil Company, Inc. 6.69% Reduce -0.6% 107,026 $29.1M
Perpetual Ltd 0.42% Add +30.4% 106,994 $29.1M
Focused Wealth Management, Inc 3.09% Add +0.7% 106,967 $29.1M
Private Wealth Asset Management, LLC 3.16% Add +1.4% 106,919 $29.1M
Jacobi Capital Management LLC 1.68% Reduce -0.1% 106,909 $29.1M
Guardian Partners Inc. 2.33% Add +13.7% 105,312 $29.0M
Monograph Wealth Advisors, LLC 2.85% Reduce -13.6% 106,745 $29.0M
Summit Global Investments 1.71% Add +12.5% 106,487 $28.9M
Concentrum Wealth Management 8.08% Reduce -1.6% 106,487 $28.9M
Richard Bernstein Advisors LLC 0.85% Reduce -10.0% 106,412 $28.9M
SevenBridge Financial Group, LLC 4.65% Reduce -2.3% 113,219 $28.9M
Trustmark Bank Trust Department 1.82% Add +0.9% 106,267 $28.9M
Quantum Private Wealth, LLC 8.43% Reduce -0.2% 106,211 $28.9M
Te Ahumairangi Investment Management Ltd 5.17% Reduce -15.0% 106,144 $28.9M
Diamant Asset Management, Inc. 20.86% Reduce -4.4% 106,142 $28.9M
Canvas Wealth Advisors, LLC 4.90% Reduce -1.0% 106,104 $28.8M
Plimoth Trust Co. LLC 6.43% Reduce -1.3% 106,086 $28.8M
Wilmar Advisors LLC 22.51% No change 106,000 $28.8M
Ascentis Independent Advisors 4.64% Add +3.5% 105,881 $28.8M
Founders Financial Securities LLC 1.70% Add +18.1% 105,878 $28.8M
Capital International Ltd. 1.01% Add +83.0% 105,850 $28.8M
Nomura Holdings Inc. 0.08% Reduce -92.7% 105,840 $28.8M
Stockman Wealth Management, Inc. 3.36% Reduce -1.4% 105,603 $28.7M
Valley National Advisers Inc. 3.97% Add +9.8% 105,530 $28.7M
Dale Q Rice Investment Management Ltd 20.55% Reduce -2.8% 105,521 $28.7M
TRUE Private Wealth Advisors 2.87% Reduce -2.1% 105,326 $28.6M
Nadler Financial Group, Inc. 2.65% Reduce -0.9% 104,989 $28.5M
Wittenberg Investment Management, Inc. 10.97% Reduce -1.7% 104,668 $28.5M
Overbrook Management Corp 4.91% Add +57.4% 104,648 $28.4M
Trust Point Inc. 2.25% Reduce -0.3% 104,557 $28.4M
Cornell Pochily Investment Advisors, Inc. 8.23% Reduce -0.8% 104,425 $28.4M
Weiss Asset Management LP 0.51% Add +46.2% 104,383 $28.4M
Symmetry Partners, LLC 1.68% Reduce -3.0% 104,303 $28.4M
Prestige Wealth Management Group LLC 5.38% Reduce -0.5% 103,790 $28.2M
Alchemi Wealth, LLC 15.41% — 103,706 $28.2M
Moss Adams Wealth Advisors LLC 2.04% Reduce -1.6% 103,482 $28.1M
Alexander Labrunerie & Co., Inc. 10.28% Reduce -4.3% 103,471 $28.1M
LSV Asset Management 0.06% No change 103,153 $28.0M
Peddock Capital Advisors, LLC 5.87% Reduce -0.3% 103,089 $28.0M
Crewe Advisors LLC 2.47% Reduce -3.0% 102,757 $27.9M
Wellspring Financial Advisors, LLC 2.21% Add +48.8% 102,703 $27.9M
HORAN Wealth, LLC 4.28% Add +0.8% 102,578 $27.9M
MBL Wealth, LLC 2.24% Add +15.6% 102,557 $27.9M
Diversified Enterprises, LLC 1.66% Add +22.2% 102,542 $27.9M
Firetrail Investments PTY Ltd. 9.13% Reduce -26.8% 101,954 $27.9M
Simplicity Wealth,LLC 1.66% Reduce -7.8% 102,304 $27.8M
Atwater Malick LLC 7.66% Reduce -3.2% 102,236 $27.8M
Arcadia Investment Management Corp. 4.51% Reduce -5.0% 102,172 $27.8M
Jump Financial, LLC 0.38% Reduce -65.5% 102,172 $27.8M
Great Lakes Retirement, Inc. 2.89% Add +1.7% 102,132 $27.8M
Clean Yield Group 7.70% Reduce -1.0% 102,038 $27.7M
Archford Capital Strategies, LLC 3.23% Reduce -0.4% 101,907 $27.7M
Perkins Coie Trust Co 5.15% Reduce -3.0% 101,826 $27.7M
GSG Advisors LLC 7.15% Reduce -0.4% 101,821 $27.7M
Blume Capital Management, Inc. 5.08% Reduce -1.3% 101,681 $27.6M
Elk River Wealth Management LLC 4.43% Reduce -2.6% 101,536 $27.6M
Strategic Wealth Investment Group, LLC 3.38% Reduce -31.6% 101,275 $27.5M
Hamilton Point Investment Advisors, LLC 4.18% Add +1.1% 101,114 $27.5M
Fulcrum Capital LLC 5.52% Reduce -1.5% 101,083 $27.5M
Navalign, LLC 6.74% Reduce -0.3% 101,073 $27.5M
Quadcap Wealth Management, LLC 3.13% Reduce -0.9% 100,595 $27.3M
Tufton Capital Management 4.78% Add +0.5% 100,588 $27.3M
Whitener Capital Management, Inc. 6.22% Reduce -2.5% 100,553 $27.3M
Brady Family Wealth, LLC 8.44% Reduce -2.3% 100,543 $27.3M
Clark Asset Management, LLC 2.84% Add +14.3% 100,525 $27.3M
City Holding Co. 3.35% Add +0.4% 100,133 $27.2M
JFS Wealth Advisors, LLC 1.53% Reduce -12.9% 100,006 $27.2M
7G Capital Management, LLC 16.91% No change 100,000 $27.2M
Chilton Investment Co. Inc. 0.57% Add +5.0% 99,979 $27.2M
Trivium Point Advisory, LLC 2.73% Reduce -1.2% 99,937 $27.2M
180 Wealth Advisors, LLC 3.10% Reduce -3.3% 99,903 $27.2M
Farmers Trust Co. 4.43% Reduce -1.3% 99,850 $27.1M
Farmers National Bank 6.05% Add +2.9% 99,778 $27.1M
Resonant Capital Advisors, LLC 1.49% Add +4.5% 99,610 $27.1M
Mark Asset Management LP 3.03% Reduce -30.7% 99,588 $27.1M
Naviter Wealth, LLC 3.53% Reduce -9.8% 99,535 $27.1M
Manske Wealth Management 8.00% Reduce -0.8% 99,528 $27.1M
Chapin Davis, Inc. 6.34% Reduce -0.1% 99,500 $27.1M
Beverly Hills Private Wealth, LLC 4.69% Reduce -2.5% 99,260 $27.0M
Hilton Capital Management, LLC 2.03% Add +0.3% 99,075 $26.9M
Sowa Financial Group, Inc. 13.97% Reduce -3.1% 98,655 $26.8M
Motco 2.43% Reduce -1.1% 98,473 $26.8M
Ignite Planners, LLC 4.09% Reduce -2.8% 102,902 $26.7M
Sovran Advisors, LLC 2.27% Add +1.8% 103,389 $26.7M
Community Financial Services Group, LLC 4.90% Reduce -5.9% 98,183 $26.7M
Harvey Capital Management Inc. 5.69% No change 98,089 $26.7M
Sierra Summit Advisors LLC 4.09% Reduce -9.2% 98,081 $26.7M
Romano Brothers and Company 3.03% Reduce -2.0% 98,037 $26.7M
Unisphere Establishment 0.20% No change 97,700 $26.6M
Skylands Capital, LLC 3.59% Reduce -9.6% 97,270 $26.4M
Key Financial Inc 4.82% Reduce -0.6% 97,145 $26.4M
TigerOak Management, L.L.C. 8.05% Reduce -2.0% 97,139 $26.4M
BSW Wealth Partners 3.16% Reduce -0.6% 96,807 $26.3M
Zuckerman Investment Group, LLC 2.35% Reduce -1.5% 96,681 $26.3M
Jeppson Wealth Management, LLC 8.31% Reduce -0.7% 96,591 $26.3M
Cordatus Wealth Management LLC 6.07% Reduce -1.3% 96,571 $26.3M
Asset Dedication, LLC 1.72% Reduce -0.9% 96,560 $26.3M
Linden Rose Investment LLC 21.81% — 96,541 $26.2M
Natural Investments, LLC 6.53% Add +4.5% 96,528 $26.2M
Bearing Point Capital, LLC 4.10% Add +4.3% 96,399 $26.2M
Onyx Bridge Wealth Group LLC 2.79% Reduce -3.0% 96,330 $26.2M
Nwi Management LP 1.60% No change 96,100 $26.1M
Foster Dykema Cabot & Partners, LLC 1.60% Reduce -0.9% 96,068 $26.1M
WoodTrust Financial Corp 3.05% Reduce -1.1% 96,008 $26.1M
Ellis Investment Partners, LLC 4.55% Add +1.3% 95,981 $26.1M
Ables, Iannone, Moore & Associates, Inc. 14.28% Reduce -0.9% 95,941 $26.1M
Nelson Capital Management, LLC 3.05% Reduce -0.7% 95,940 $26.1M
Grandfield & Dodd, LLC 1.48% Reduce -0.1% 95,859 $26.1M
Asset Management Group, Inc. 4.21% Reduce -0.2% 95,741 $26.0M
Altfest L J & Co. Inc. 2.85% Reduce -0.1% 95,645 $26.0M
Relyea Zuckerberg Hanson LLC 2.63% Reduce -2.9% 95,637 $26.0M
Conning Inc. 0.92% Reduce -11.7% 95,599 $26.0M
Paulson Wealth Management Inc. 6.00% Reduce -1.6% 95,553 $26.0M
SG Trading Solutions, LLC 6.03% — 95,526 $26.0M
Accent Capital Management, LLC 11.15% Add +0.7% 95,460 $26.0M
Aprio Wealth Management, LLC 1.49% Add +32.0% 95,420 $25.9M
Trek Financial, LLC 1.50% Add +5.2% 95,083 $25.8M
Jessup Wealth Management, Inc 8.55% Add +2.7% 95,076 $25.8M
Meridian Wealth Advisors, LLC 3.58% Reduce -4.3% 95,049 $25.8M
Financial Partners Group, Inc 2.97% Reduce -0.9% 99,108 $25.7M
Frec Markets, Inc. 7.51% — 94,564 $25.7M
Stenger Family Office, LLC 5.31% Reduce -1.1% 94,564 $25.7M
Northside Capital Management, LLC 2.23% Reduce -3.7% 94,470 $25.7M
Riversedge Advisors, LLC 4.17% Add +2.2% 94,290 $25.6M
Professional Advisory Services Inc. 3.03% Add +29.6% 94,277 $25.6M
Sustainable Insight Capital Management, LLC 8.55% Reduce -7.7% 94,187 $25.6M
Broadleaf Partners, LLC 5.40% Reduce -0.2% 94,176 $25.6M
Isthmus Partners, LLC 2.84% Reduce -3.2% 94,073 $25.6M
NFSG Corp 3.97% Add +12.4% 94,008 $25.6M
Potentia Wealth 9.36% Add +35.4% 93,970 $25.5M
Townsquare Capital LLC 5.73% Reduce -10.2% 93,961 $25.5M
bLong Financial, LLC 17.80% Reduce -0.0% 93,777 $25.5M
Miramontes Capital, LLC 8.68% — 93,631 $25.5M
Wernau Asset Management Inc. 25.28% Reduce -0.7% 93,615 $25.5M
Mezzasalma Advisors, LLC 6.11% Add +7.6% 93,791 $25.4M
Trust Co of the South 4.09% Add +3.9% 93,485 $25.4M
McLean Asset Management Corp 4.55% Reduce -0.4% 97,716 $25.4M
Ninety One SA (Pty) Ltd 1.09% Add +28.0% 93,246 $25.3M
Millennium Capital Advisors, LLC 14.91% Reduce -1.7% 92,977 $25.3M
Sepio Capital, LP 1.38% Add +17.9% 92,967 $25.3M
Taylor Hoffman Capital Management LLC 7.67% Reduce -1.5% 92,943 $25.3M
Putney Financial Group LLC 23.62% Reduce -2.4% 92,934 $25.3M
Pinnacle Wealth Planning Services, Inc. 2.64% Reduce -0.9% 92,922 $25.3M
Peterson Wealth Services 6.46% Add +8158.8% 92,911 $25.3M
Ransom Advisory, Ltd 9.94% Reduce -0.8% 92,848 $25.2M
FRG Family Wealth Advisors LLC 3.92% Reduce -1.1% 92,807 $25.2M
1834 Investment Advisors Co. 3.17% Reduce -6.0% 92,806 $25.2M
Lineweaver Wealth Advisors, LLC 3.44% Add +0.1% 92,676 $25.2M
Bill Few Associates, Inc. 6.19% Add +3.7% 92,477 $25.1M
Searle & Co. 6.49% Add +0.1% 92,476 $25.1M
PFC Capital Group, Inc. 10.34% Reduce -1.2% 92,299 $25.1M
Sentinel Trust Co. Lba 2.47% Reduce -1.4% 92,149 $25.1M
Chemistry Wealth Management LLC 4.69% Reduce -5.7% 92,146 $25.1M
AIMZ Investment Advisors, LLC 7.15% Add +8.0% 91,909 $25.0M
First PREMIER Bank 5.73% Reduce -0.2% 91,869 $25.0M
Strategic Global Advisors, LLC 3.85% Add +15.2% 91,764 $24.9M
Chokshi & Queen Wealth Advisors, Inc 13.00% Reduce -0.2% 91,495 $24.9M
Guyasuta Investment Advisors Inc. 1.42% Add +1.0% 91,395 $24.8M
Duncker Streett & Co. Inc. 4.41% Reduce -3.5% 91,370 $24.8M
Capital Planning Advisors, LLC 3.32% Add +3.2% 91,270 $24.8M
Chelsea Counsel Co. 10.58% Reduce -0.9% 90,600 $24.6M
Acropolis Investment Management, LLC 1.11% Reduce -5.2% 90,598 $24.6M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3.30% Reduce -0.7% 90,312 $24.6M
Galvin, Gaustad & Stein, LLC 1.94% Reduce -9.9% 90,284 $24.5M
Hoertkorn Richard Charles 9.53% Reduce -3.6% 90,269 $24.5M
Sompo Asset Management Co., Ltd. 4.21% Reduce -5.3% 90,240 $24.5M
Central Bank & Trust Co. 3.79% Reduce -1.0% 90,173 $24.5M
MCF Advisors LLC 1.35% Add +7.0% 90,130 $24.5M
Costello Asset Management, INC 8.09% Reduce -1.6% 89,958 $24.5M
Summitry LLC 1.02% Reduce -35.0% 89,797 $24.4M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.68% Reduce -0.2% 89,748 $24.4M
Walter & Keenan Wealth Management LLC /in/ 6.53% Reduce -1.6% 89,630 $24.4M
Sava Infond d.o.o. 3.28% Add +4.3% 89,475 $24.3M
Mine & Arao Wealth Creation & Management, LLC. 9.52% Add +0.5% 89,461 $24.3M
Financial Avengers, Inc. 9.96% Reduce -2.5% 89,442 $24.3M
Westbourne Investment Advisors, Inc. 6.71% Reduce -2.2% 89,406 $24.3M
Tema ETFs LLC 1.88% Add +12.6% 89,170 $24.2M
Riverview Capital Advisers, LLC 7.33% Reduce -1.4% 89,150 $24.2M
Goldstream Capital Management Ltd 9.94% Add +50.7% 88,900 $24.2M
Armstrong, Fleming & Moore, Inc 11.16% Reduce -0.9% 88,869 $24.2M
Claro Advisors Inc. 3.29% Reduce -1.3% 88,801 $24.1M
Rench Wealth Management, Inc. 6.92% Reduce -4.2% 88,758 $24.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.88% Reduce -4.8% 88,239 $24.0M
EagleClaw Capital Managment, LLC 3.46% Reduce -1.9% 87,925 $23.9M
Haverford Financial Services, Inc. 6.70% Reduce -1.2% 87,880 $23.9M
Roberts Wealth Advisors, LLC 6.22% Reduce -4.0% 87,743 $23.9M
Vertex Planning Partners, LLC 5.54% Reduce -2.9% 87,730 $23.9M
Levin Capital Strategies, L.P. 2.07% Reduce -0.1% 87,669 $23.8M
Benedict Financial Advisors Inc. 5.02% Reduce -2.7% 87,665 $23.8M
Mayflower Financial Advisors, LLC 2.88% Add +0.3% 87,656 $23.8M
Holcombe Financial, Inc. 14.95% Reduce -1.3% 87,602 $23.8M
United Advisor Group, LLC 3.05% Reduce -1.9% 87,440 $23.8M
Indivisible Partners 2.58% — 87,377 $23.8M
D L Carlson Investment Group Inc. 4.01% Reduce -3.9% 87,367 $23.8M
Liberty Capital Management, Inc. 4.42% Reduce -0.4% 87,347 $23.7M
Aries Wealth Management 5.25% Reduce -0.5% 87,287 $23.7M
Peak Planning Group, LLC 6.65% Add +18.9% 87,231 $23.7M
Providence Capital Advisors, LLC 3.99% Reduce -24.9% 87,212 $23.7M
Cardinal Capital Management 3.14% Reduce -0.5% 87,178 $23.7M
Dynasty Wealth Management, LLC 0.23% Add +8.2% 87,152 $23.7M
CPC Advisors, LLC 2.39% Reduce -0.5% 87,014 $23.7M
Seven Grand Managers, LLC 1.80% Reduce -30.4% 87,000 $23.7M
SFE Investment Counsel 3.69% Reduce -6.8% 86,997 $23.7M
Capital City Trust Co. 5.26% Add +0.3% 86,938 $23.6M
Norris Perne & French LLP 1.56% Add +1.3% 86,726 $23.6M
Brave Asset Management Inc. 5.56% Add +0.1% 86,690 $23.6M
JCIC Asset Management Inc. 7.19% Reduce -1.2% 86,409 $23.5M
CenterBook Partners LP 1.15% Reduce -1.7% 86,399 $23.5M
Guardian Asset Advisors, LLC 12.20% Add +0.0% 86,273 $23.5M
Concord Investment Counsel Inc. 7.62% Reduce -16.8% 86,276 $23.5M
Richard C. Young & CO., LTD. 2.10% Add +6.1% 86,231 $23.4M
Absher Wealth Management, LLC 2.78% Reduce -3.1% 86,118 $23.4M
Copeland Capital Management, LLC 0.52% Reduce -5.2% 86,082 $23.4M
Legacy Financial Advisors, Inc. 3.24% Add +5.7% 86,033 $23.4M
Bernard Wealth Management Corp. 9.48% Reduce -0.4% 85,935 $23.4M
Sound Income Strategies, LLC 1.11% Add +6.0% 91,407 $23.4M
ICICI Prudential Asset Management Co Ltd 2.73% Reduce -7.3% 85,901 $23.4M
SkyOak Wealth, LLC 4.19% Reduce -2.3% 85,727 $23.3M
Core Alternative Capital 6.43% Add +0.7% 85,709 $23.3M
Cambient Family Office, LLC 3.32% — 85,664 $23.3M
Sterneck Capital Management, LLC 10.47% Reduce -0.7% 85,512 $23.2M
Tulsa Wealth Advisors, INC 7.71% — 85,294 $23.2M
Henson-Edgewater Management, LLC 13.69% — 85,243 $23.2M
Ipswich Investment Management Co., Inc. 5.36% Reduce -1.6% 85,151 $23.1M
Intellus Advisors LLC 3.07% Reduce -1.1% 85,140 $23.1M
Toth Financial Advisory Corp. 2.51% Reduce -1.3% 85,079 $23.1M
Ethos Financial Group, LLC 1.71% Add +23.3% 84,772 $23.0M
Interchange Capital Partners, LLC 4.27% Add +2.4% 84,735 $23.0M
Optas, LLC 3.60% Add +6.0% 84,666 $23.0M
McAdam, LLC 1.05% Add +2.5% 84,619 $23.0M
Villere St Denis J & Co. LLC 2.36% Reduce -4.7% 84,485 $23.0M
Generali Investments, Management Co LLC 4.57% Reduce -18.6% 84,394 $22.9M
Westside Investment Management, Inc. 3.67% Reduce -1.4% 84,514 $22.9M
JSF Financial, LLC 4.75% Reduce -0.3% 84,352 $22.9M
Dock Street Asset Management Inc. 2.10% Reduce -16.7% 84,293 $22.9M
St. Clair Advisors, LLC 5.91% Reduce -3.1% 84,225 $22.9M
Gateway Wealth Partners, LLC 2.55% Add +28.9% 84,156 $22.9M
GeoWealth Management, LLC 0.84% Add +0.4% 83,917 $22.8M
Breakwater Capital Group 3.17% Reduce -1.9% 83,581 $22.7M
111 Capital 4.96% Add +28.6% 83,579 $22.7M
Ballast Advisors LLC 6.26% Reduce -6.0% 83,443 $22.7M
Kapstone Financial Advisors LLC 11.27% Reduce -1.3% 83,423 $22.7M
Cahill Financial Advisors Inc. 2.47% Reduce -0.4% 83,235 $22.6M
Robinhood Asset Management, LLC 1.80% — 83,221 $22.6M
Pegasus Asset Management, Inc. 6.96% Reduce -0.1% 83,111 $22.6M
Nikulski Financial, Inc. 5.39% Add +1.6% 82,969 $22.6M
PCM Encore, LLC 4.78% — 82,697 $22.5M
Raab & Moskowitz Asset Management LLC 4.90% Reduce -0.5% 82,388 $22.4M
Westhampton Capital, LLC 10.57% Reduce -0.9% 82,379 $22.4M
Harbor Capital Advisors, Inc. 1.74% Reduce -0.1% 82,288 $22.4M
Central Pacific Bank - Trust Division 2.85% Add +11.1% 82,268 $22.4M
Ofc Financial Planning, LLC 21.23% Reduce -0.2% 82,244 $22.4M
Kozak & Associates, Inc. 4.32% Reduce -2.6% 86,174 $22.4M
Cypress Capital Management LLC (WY) 21.62% Add +0.6% 82,132 $22.3M
Bfsg, LLC 2.17% Reduce -3.9% 82,125 $22.3M
Act Two Investors LLC 4.01% Reduce -6.6% 82,079 $22.3M
Realta Investment Advisors 7.32% Reduce -2.0% 81,943 $22.3M
Inlet Private Wealth, LLC 5.17% Reduce -3.1% 81,931 $22.3M
Herold Advisors, Inc. 4.98% Reduce -3.2% 81,899 $22.3M
Wealth Effects LLC 6.97% Add +0.4% 81,874 $22.3M
Greystone Financial Group, LLC 3.47% Reduce -4.1% 81,873 $22.3M
Independent Solutions Wealth Management, LLC 4.08% Reduce -1.3% 81,779 $22.2M
Insight Advisors, LLC/ PA 3.37% Reduce -2.1% 81,766 $22.2M
Fusion Capital, LLC 6.24% Reduce -0.4% 81,621 $22.2M
Quotient Wealth Partners, LLC 0.59% Add +3.6% 81,567 $22.2M
United Capital Management of KS, Inc. 3.11% Reduce -0.1% 81,513 $22.2M
Delta Financial Advisors LLC 5.76% Add +5.5% 81,508 $22.2M
Twin Lakes Capital Management, LLC 9.84% Reduce -0.2% 81,492 $22.2M
Apollon Financial, LLC 3.23% Add +3.4% 81,475 $22.1M
Westend Capital Management, LLC 6.20% Add +4.3% 81,446 $22.1M
MV Capital Management, Inc. 2.13% Reduce -0.5% 81,424 $22.1M
Jackson Hole Capital Partners, LLC 3.79% Reduce -1.0% 81,327 $22.1M
HFR Wealth Management, LLC 5.21% Reduce -0.6% 81,233 $22.1M
Gifford Fong Associates 4.40% No change 81,169 $22.1M
CV Advisors LLC 5.63% Reduce -1.8% 81,139 $22.1M
SeaBridge Investment Advisors LLC 3.63% Reduce -1.4% 80,900 $22.0M
Once Capital Management, LLC 5.55% No change 80,900 $22.0M
Meitav Investment House Ltd. 0.25% Reduce -0.5% 80,747 $22.0M
Knightsbridge Asset Management, LLC 3.56% Add +0.3% 80,732 $21.9M
Clear Trail Advisors, LLC 5.09% — 80,725 $21.9M
Armstrong Advisory Group, Inc. 1.48% Reduce -1.1% 80,714 $21.9M
Red Lighthouse Investment Management, LLC 7.85% Reduce -8.8% 80,629 $21.9M
Strategic Planning, Inc. 11.80% Reduce -1.6% 80,558 $21.9M
Covenant Asset Management, LLC 4.21% Reduce -3.3% 80,379 $21.9M
Vantage Wealth 4.72% Reduce -1.5% 80,355 $21.8M
Integrated Financial Solutions, Inc. 15.52% Reduce -5.5% 117,038 $21.8M
Martin Investment Management, LLC 6.10% Reduce -7.6% 80,243 $21.8M
COFG Advisors, LLC 5.39% — 80,240 $21.8M
FLC Capital Advisors 4.03% Reduce -0.1% 80,222 $21.8M
M1 Capital Management LLC 9.09% Reduce -0.9% 80,132 $21.8M
Atlas Wealth LLC 8.66% Reduce -2.0% 80,083 $21.8M
World Equity Group, Inc. 6.08% Reduce -27.2% 80,059 $21.8M
Paragon Capital Management LLC 11.02% Reduce -7.1% 79,976 $21.7M
Keystone Wealth Services, LLC 4.57% Add +7.3% 79,774 $21.7M
XTX Topco Ltd 0.57% Add +240.1% 79,600 $21.6M
Little House Capital LLC 5.43% Reduce -12.1% 79,589 $21.6M
Avalon Global Asset Management LLC 4.81% No change 79,580 $21.6M
O'ROURKE & COMPANY, Inc 8.40% Reduce -2.5% 79,456 $21.6M
Next Century Growth Investors LLC 1.50% Add +10.9% 79,402 $21.6M
Global Endowment Management, LP 2.69% Add +2.9% 79,258 $21.5M
Linden Thomas Advisory Services, LLC 2.18% Add +0.4% 79,197 $21.5M
Guardian Investment Management 16.71% No change 78,848 $21.4M
Milestone Asset Management, LLC 4.04% Add +78.2% 78,787 $21.4M
Titleist Asset Management, LLC 1.73% Add +13.5% 78,711 $21.4M
Iyo Bank, Ltd. 6.83% No change 78,680 $21.4M
WealthTrust Axiom LLC 5.50% Reduce -0.8% 78,624 $21.4M
Iowa State Bank 4.01% Add +0.1% 78,568 $21.4M
Harbor Island Capital LLC 8.19% No change 78,561 $21.4M
Northstar Asset Management Inc. 5.51% Reduce -0.2% 78,539 $21.4M
Charter Oak Capital Management, LLC 1.63% Add +1.1% 78,467 $21.3M
Rockport Wealth LLC 4.14% Reduce -0.9% 78,352 $21.3M
Allegheny Financial Group 3.15% Add +0.5% 78,346 $21.3M
Aviso Wealth Management 8.95% Reduce -1.3% 78,296 $21.3M
New Capital Management LP 5.33% Reduce -0.3% 78,114 $21.2M
Financial Consulate, Inc. 2.90% Reduce -0.7% 78,098 $21.2M
Adams Asset Advisors, LLC 2.84% Reduce -8.7% 78,074 $21.2M
McDonough Capital Management, Inc 10.39% Add +2.9% 376,204 $21.2M
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 5.68% — 77,905 $21.2M
Ak Global Asset Management, LLC 18.51% — 77,872 $21.2M
L2 Asset Management, LLC 2.83% Add +12.7% 77,859 $21.2M
First Interstate Bank 1.14% Reduce -5.8% 77,855 $21.2M
Gibraltar Capital Management, Inc. 3.60% Reduce -1.6% 77,853 $21.2M
Neumann Capital Management, LLC 6.11% Reduce -0.0% 77,822 $21.2M
Tradewinds, LLC. 5.05% Reduce -2.7% 77,814 $21.2M
Bedel Financial Consulting, Inc. 2.27% Reduce -2.1% 77,747 $21.1M
Slow Capital, Inc. 2.52% Reduce -10.9% 77,610 $21.1M
Tanager Wealth Management LLP 2.11% Reduce -3.1% 77,591 $21.1M
Ridgecrest Wealth Partners, LLC 11.44% Reduce -26.9% 77,576 $21.1M
Strengthening Families & Communities, LLC 7.51% Add +4.1% 77,537 $21.1M
Patriot Financial Group Insurance Agency, LLC 2.51% Add +1.3% 77,437 $21.1M
Intesa Sanpaolo Wealth Management 4.35% — 77,414 $21.0M
Carroll Investors, Inc 10.05% Reduce -2.6% 77,341 $21.0M
BNC Wealth Management, LLC 5.39% Reduce -5.7% 77,248 $21.0M
Gladius Capital Management LP 25.91% Add +535.7% 77,133 $21.0M
Cidel Asset Management Inc. 1.48% Reduce -1.3% 77,102 $21.0M
Hennion & Walsh Asset Management, Inc. 0.72% Add +3.4% 77,037 $20.9M
Field & Main Bank 6.03% Add +5.0% 76,996 $20.9M
Investment Research & Advisory Group, Inc. 6.93% Add +0.5% 76,703 $20.9M
CLG LLC 5.21% Reduce -1.1% 76,953 $20.9M
Chatham Capital Group, Inc. 2.98% Add +0.0% 76,916 $20.9M
Eagle Rock Investment Company, LLC 2.95% Reduce -0.2% 76,913 $20.9M
Chancellor Financial Group WB LP 14.31% Reduce -2.4% 76,904 $20.9M
Keebeck Wealth Management 2.41% Add +1.7% 76,884 $20.9M
Mattern Capital Management, LLC 2.46% Reduce -2.9% 76,733 $20.9M
Live Oak Private Wealth LLC 2.84% Reduce -2.0% 76,712 $20.9M
Sweeney & Michel, LLC 6.15% Add +1.3% 75,625 $20.8M
QVT Financial LP 2.00% New 76,337 $20.8M
Coleford Investment Management Ltd. 5.05% Reduce -2.0% 76,293 $20.7M
Nicollet Investment Management, Inc. 6.55% Reduce -0.6% 76,092 $20.7M
CMH Wealth Management LLC 4.43% Reduce -1.8% 75,993 $20.7M
Citizens Business Bank 3.41% Add +1.3% 75,907 $20.6M
Hoey Investments, Inc. 2.80% Add +2.4% 75,895 $20.6M
KTF Investments, LLC 3.38% — 75,770 $20.6M
WealthShield Partners, LLC 2.27% Add +0.9% 75,702 $20.6M
Puzo Michael J 5.59% Reduce -2.7% 75,507 $20.5M
Ifrah Financial Services, Inc. 5.27% Reduce -0.8% 75,497 $20.5M
Bantamac Capital, LLC 14.47% Reduce -0.7% 75,326 $20.5M
GFG Capital, LLC 7.29% Reduce -0.6% 75,261 $20.5M
High Note Wealth, LLC 4.00% Add +1.1% 75,230 $20.5M
Buck Wealth Strategies, LLC 2.60% Reduce -2.8% 75,217 $20.4M
JTC Employer Solutions Trustee Ltd 1.39% Reduce -2.7% 75,099 $20.4M
LRI Investments, LLC 1.64% Reduce -3.2% 75,037 $20.4M
McCollum Christoferson Group LLC 5.90% Reduce -0.7% 74,993 $20.4M
Blue Zone Wealth Advisors, LLC 3.90% Reduce -0.1% 74,969 $20.4M
Alteri Wealth LLC 6.60% Add +3.5% 74,909 $20.4M
Beacon Bank & Trust 4.13% Reduce -3.4% 74,900 $20.4M
CapWealth Advisors, LLC 1.79% Reduce -0.7% 74,834 $20.3M
Liberty Square Wealth Partners LLC 5.80% Add +0.4% 74,806 $20.3M
Stablepoint Partners, LLC 3.17% Reduce -1.0% 74,738 $20.3M
Centurion Wealth Management LLC 4.46% Reduce -0.9% 74,678 $20.3M
Symphony Financial, Ltd. Co. 2.72% Reduce -21.2% 74,309 $20.3M
Grandview Asset Management LLC 5.55% Add +0.3% 74,435 $20.2M
Montis Financial, LLC 4.00% Reduce -4.5% 74,414 $20.2M
Drucker Wealth 3.0, LLC 3.56% Reduce -0.1% 74,402 $20.2M
Founders Capital Management, LLC 3.02% Reduce -0.4% 74,316 $20.2M
Janney Capital Management LLC 1.27% Reduce -2.4% 74,213 $20.2M
Strategic Investment Advisors / MI 1.74% Reduce -1.5% 74,180 $20.2M
Arista Wealth Management, LLC 2.48% Reduce -1.9% 74,078 $20.1M
Parkside Investments, LLC 2.53% Reduce -0.2% 73,982 $20.1M
Fairview Capital Investment Management, LLC 1.03% Reduce -1.1% 73,977 $20.1M
Intrua Financial, LLC 2.20% Add +7.5% 73,841 $20.1M
Radnor Capital Management, LLC 2.98% Add +0.1% 73,738 $20.0M
ProVise Management Group, LLC 1.43% Reduce -2.9% 73,679 $20.0M
Certified Advisory Corp 1.82% Reduce -0.7% 73,590 $20.0M
Flynn Zito Capital Management, LLC 7.15% Reduce -0.6% 73,577 $20.0M
Papamarkou Wellner Asset Management inc. 11.99% Reduce -0.7% 73,415 $20.0M
KPP Advisory Services LLC 2.90% Reduce -0.9% 73,396 $20.0M
Global Wealth Management Investment Advisory, Inc. 3.19% Reduce -0.3% 73,329 $19.9M
FSM Wealth Advisors, LLC 2.72% Reduce -1.5% 73,211 $19.9M
Loomis Sayles & Co. L P 0.02% Reduce -22.4% 73,189 $19.9M
Cim, LLC 2.61% Reduce -4.6% 73,186 $19.9M
Ring Mountain Capital, LLC 10.20% Add +0.3% 77,855 $19.9M
SS&H Financial Advisors, Inc. 5.80% Reduce -0.3% 73,166 $19.9M
Crescent Grove Advisors, LLC 1.89% Reduce -7.0% 73,112 $19.9M
First Commonwealth Financial Corp 3.27% Reduce -0.4% 72,919 $19.8M
Pasadena Private Wealth, LLC 2.72% Add +1.6% 72,852 $19.8M
Triad Wealth Partners, LLC 1.88% Add +31.6% 72,837 $19.8M
Manitou Investment Management Ltd. 3.47% Reduce -1.1% 72,811 $19.8M
Crews Bank & Trust 2.83% Reduce -3.5% 72,800 $19.8M
Gradient Capital Advisors, LLC 5.10% Reduce -1.0% 72,766 $19.8M
Schonfeld Strategic Advisors LLC 0.10% Reduce -66.7% 72,743 $19.8M
Intact Investment Management Inc. 0.57% Reduce -17.4% 72,700 $19.8M
William John Sempolinski 9.72% — 72,695 $19.8M
Diversified Management Inc. 4.61% — 72,669 $19.8M
Blueprint Investment Partners LLC 2.11% Add +8.0% 72,649 $19.8M
Argos Wealth Advisors, LLC 5.30% — 71,902 $19.7M
Udine Wealth Management, Inc. 9.32% Add +2.6% 72,503 $19.7M
Dominguez Wealth Management Solutions, Inc. 12.05% Reduce -0.9% 72,479 $19.7M
Bison Wealth, LLC 2.21% Reduce -21.8% 79,310 $19.7M
Bank of New Hampshire 4.42% Add +1.4% 72,224 $19.6M
Atlas Brown,Inc. 5.83% Reduce -3.6% 72,165 $19.6M
Mattern Wealth Management LLC 3.78% Reduce -1.3% 72,164 $19.6M
First Long Island Investors, LLC 1.44% Reduce -10.5% 72,102 $19.6M
TB Alternative Assets Ltd. 3.21% New 72,024 $19.6M
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 2.88% New 72,000 $19.6M
Kennedy Investment Group, Inc. 7.38% Add +2.0% 71,944 $19.6M
WESPAC Advisors SoCal, LLC 3.94% Add +5.1% 71,895 $19.5M
Destiny Wealth Partners, LLC 2.24% Reduce -13.0% 76,502 $19.5M
WBH Advisory Inc. 1.45% Reduce -0.0% 71,850 $19.5M
Fortis Capital Management LLC 2.59% Add +1.3% 71,669 $19.5M
Burford Brothers, Inc. 8.04% Add +0.3% 71,653 $19.5M
Dumont & Blake Investment Advisors LLC 4.68% Add +3.7% 71,635 $19.5M
SJS Investment Consulting Inc. 2.46% Add +14.9% 71,462 $19.4M
VeraBank, N.A. 3.53% Reduce -0.8% 71,361 $19.4M
Arrow Financial Corp 1.93% Reduce -0.9% 71,340 $19.4M
Bank of Nova Scotia Trust Co. 1.69% Add +2.9% 71,278 $19.4M
MSA Advisors, LLC 4.84% Add +18.5% 71,143 $19.3M
Kemnay Advisory Services Inc. 2.92% Reduce -3.7% 71,109 $19.3M
Moseley Investment Management Inc. 5.97% Reduce -2.9% 71,072 $19.3M
Intelligence Driven Advisers, LLC 2.76% Reduce -3.6% 71,033 $19.3M
Hexagon Capital Partners LLC 3.56% Add +0.5% 70,905 $19.3M
IPG Investment Advisors LLC 3.38% Reduce -4.1% 70,903 $19.3M
Settian Capital LP 12.85% No change 70,900 $19.3M
Twin Peaks Wealth Advisors, LLC 5.62% Add +5.8% 70,177 $19.3M
Revolve Wealth Partners, LLC 2.26% Reduce -5.3% 70,873 $19.3M
Renaissance Investment Group LLC 3.88% Reduce -0.4% 70,805 $19.2M
Meridian Investment Counsel Inc. 4.64% Reduce -3.9% 70,772 $19.2M
Argentarii, LLC 6.26% Add +17.6% 70,747 $19.2M
Trust Investment Advisors 10.23% Add +1.6% 70,726 $19.2M
Deroy & Devereaux Private Investment Counsel Inc. 0.94% Reduce -1.8% 70,722 $19.2M
Walter Public Investments Inc. 3.40% New 70,711 $19.2M
Hohimer Wealth Management, LLC 2.61% Add +0.8% 70,657 $19.2M
First National Bank of Mount Dora, Trust Investment Services 4.19% Reduce -1.1% 70,589 $19.2M
Kesler, Norman & Wride, LLC 3.29% Reduce -0.7% 70,561 $19.2M
Argonautica Private Wealth Management, Inc. 5.63% Reduce -6.2% 70,550 $19.2M
Fortis Capital Advisors, LLC 2.83% Reduce -0.9% 70,425 $19.1M
Ketron Financial 6.37% — 70,404 $19.1M
Lathrop Investment Management Co. 3.47% Add +0.5% 70,348 $19.1M
TOWER TRUST & INVESTMENT Co 12.03% Reduce -0.7% 70,338 $19.1M
Third View Private Wealth, LLC 2.57% — 70,217 $19.1M
Clear Creek Financial Management, LLC 1.56% Reduce -1.8% 70,151 $19.1M
Capital Counsel LLC 0.73% Reduce -1.9% 70,137 $19.1M
Bell Asset Management Ltd 5.09% Reduce -28.6% 69,815 $19.1M
LMR Partners LLP 0.24% Add +7364.1% 70,013 $19.0M
Baldwin Investment Management, LLC 2.15% Reduce -3.5% 69,950 $19.0M
Kestra Investment Management, LLC 0.46% Add +2.0% 69,801 $19.0M
Union Heritage Capital, LLC 6.42% Reduce -2.1% 69,738 $19.0M
Balboa Wealth Partners 3.14% Reduce -0.1% 69,701 $18.9M
DGS Capital Management, LLC 3.25% Add +8.3% 69,693 $18.9M
Strategic Financial Services, Inc. 0.87% Reduce -4.9% 68,104 $18.9M
J. Derek Lewis & Associates Inc. 4.44% — 69,651 $18.9M
Harmony Asset Management LLC 6.34% Reduce -0.6% 69,571 $18.9M
Consilium Wealth Advisory, LLC 6.96% Add +0.2% 69,389 $18.9M
Centric Wealth Management 3.98% Add +3.5% 69,854 $18.9M
N.E.W. Advisory Services LLC 1.39% Add +29.1% 69,291 $18.8M
Balentine LLC 0.71% Add +36.0% 69,165 $18.8M
Abacus Wealth Partners, LLC 1.84% Add +152.6% 69,153 $18.8M
Borer Denton & Associates, Inc. 6.33% Reduce -1.2% 69,067 $18.8M
Alpha Omega Wealth Management LLC 3.11% Reduce -4.8% 69,034 $18.8M
Finer Wealth Management, Inc. 9.07% Add +1.1% 68,954 $18.7M
Summit Financial Strategies, Inc. 1.54% Add +0.8% 68,912 $18.7M
Childress Capital Advisors, LLC 3.01% Add +18.5% 68,845 $18.7M
Laffer Tengler Investments, Inc. 3.28% Reduce -1.3% 68,836 $18.7M
Olde Wealth Management, LLC 5.75% Reduce -0.4% 68,786 $18.7M
Pincus Capital Management, LP 12.47% — 68,733 $18.7M
Fortitude Family Office, LLC 4.37% Reduce -2.1% 68,663 $18.7M
Frisch Financial Group, Inc. 4.18% Reduce -5.3% 68,620 $18.7M
Salomon & Ludwin, LLC 1.65% Add +1.0% 69,693 $18.6M
Everest Financial Group LLC 4.17% — 68,501 $18.6M
Mosaic Family Wealth Partners, LLC 2.04% Reduce -0.1% 68,475 $18.6M
Texas Bank & Trust Co 6.77% Reduce -0.4% 68,464 $18.6M
Financial Advisors Network, Inc. 2.55% Add +2.9% 68,432 $18.6M
LaSalle St. Investment Advisors, LLC 2.99% Add +10.1% 68,388 $18.6M
IFG Advisors, LLC 3.09% Reduce -0.8% 68,274 $18.6M
Stonebrook Private Inc. 3.88% Reduce -19.4% 68,194 $18.5M
Heritage Wealth Management, Inc. 5.15% Reduce -4.0% 68,139 $18.5M
American Trust 1.56% Reduce -5.1% 68,055 $18.5M
Delta Investment Management, LLC 3.21% Add +13.0% 68,043 $18.5M
First Dallas Securities Inc. 6.88% Reduce -0.9% 68,024 $18.5M
Birch Capital Management, LLC 9.20% Reduce -1.1% 67,831 $18.4M
Mission Creek Capital Partners, Inc. 3.72% Add +2.5% 85,793 $18.4M
Calton & Associates, Inc. 2.71% Add +0.1% 67,782 $18.4M
S.E.E.D. Planning Group LLC 5.25% Reduce -1.4% 67,740 $18.4M
Kelleher Financial Advisors 4.26% Add +13.0% 67,581 $18.4M
Compton Wealth Advisory Group, LLC 4.01% Add +6.2% 67,567 $18.4M
DRW Securities, LLC 1.40% Reduce -6.5% 67,512 $18.4M
Aviso Financial Inc. 0.70% Add +6.8% 67,415 $18.3M
Adirondack Trust Co. 6.02% Reduce -1.3% 67,281 $18.3M
Ellevest, Inc. 2.53% Reduce -2.5% 67,273 $18.3M
Himension Capital (singapore) Pte. LTD. 1.13% Reduce -78.5% 67,239 $18.3M
Global Assets Advisory, LLC 5.22% Add +1.6% 67,139 $18.3M
Financial Management Network Inc. 2.88% Reduce -1.2% 67,267 $18.2M
SmartHarvest Portfolios, LLC 6.33% — 67,043 $18.2M
Round Rock Advisors LLC 2.74% Reduce -4.5% 66,993 $18.2M
Doheny Asset Management 11.12% Reduce -0.5% 66,979 $18.2M
Lipe & Dalton 8.99% Reduce -3.6% 66,911 $18.2M
Capital Investment Counsel, LLC 2.53% Add +0.6% 66,884 $18.2M
3Chopt Investment Partners, LLC 4.07% Reduce -10.5% 66,830 $18.2M
Lee Financial Co 2.45% Reduce -42.0% 66,755 $18.1M
HHM Wealth Advisors, LLC 2.14% Reduce -3.4% 66,741 $18.1M
Edgestream Partners, L.P. 0.51% Add +181.2% 66,727 $18.1M
Taylor Securities Services, Inc. 8.27% — 66,722 $18.1M
Heartland Bank & Trust Co 7.68% Reduce -3.2% 66,706 $18.1M
Northbridge Financial Group, LLC 8.13% — 66,615 $18.1M
Empirical Asset Management, LLC 5.11% Reduce -5.6% 88,473 $18.1M
Bryant Woods Investment Advisors, LLC 7.01% Reduce -1.2% 66,513 $18.1M
KRS Capital Management, LLC 10.39% Reduce -0.2% 66,436 $18.1M
Catalyst Funds Management Pty Ltd 4.18% Reduce -55.6% 66,300 $18.0M
OneAscent Financial Services LLC 1.66% Reduce -21.2% 66,225 $18.0M
Arlington Financial Advisors, LLC 2.58% Reduce -30.1% 66,219 $18.0M
Dover Advisors, LLC 6.97% Reduce -0.5% 66,170 $18.0M
Diligent Investors, LLC 4.42% Reduce -2.4% 66,086 $18.0M
Councilmark Asset Management, LLC 10.02% Reduce -1.4% 65,876 $17.9M
Aspen Grove Capital, LLC 3.10% Reduce -2.0% 65,851 $17.9M
Trust Co. of Oklahoma 5.22% Reduce -0.5% 65,837 $17.9M
Indiana Trust & Investment Management Co 5.28% Add +8.6% 65,833 $17.9M
LMG Wealth Partners, LLC 3.33% Reduce -10.0% 65,728 $17.9M
Asset Advisory Group, Inc. 8.92% — 65,682 $17.9M
Keudell/Morrison Wealth Management 3.75% — 65,575 $17.8M
Hartford Financial Management Inc. 4.62% Add +1.5% 65,476 $17.8M
University of Wisconsin Foundation 14.96% Add +66.1% 65,442 $17.8M
Charter Research & Investment Group, Inc. 11.88% Reduce -2.2% 65,434 $17.8M
Graybill Wealth Management, LTD. 5.25% Reduce -0.9% 65,404 $17.8M
Coppell Advisory Solutions LLC 1.75% Reduce -5.7% 65,086 $17.8M
Patten Group, Inc. 3.29% Reduce -2.8% 65,370 $17.8M
West Family Investments, Inc. 4.17% Reduce -6.5% 65,355 $17.8M
Palumbo Wealth Management LLC 4.38% Add +0.5% 65,355 $17.8M
Roberts Glore & Co. Inc. 4.73% Reduce -2.7% 65,351 $17.8M
Concord Wealth Partners 2.31% Add +0.9% 65,301 $17.8M
Austin Private Wealth, LLC 1.33% Reduce -4.0% 65,290 $17.7M
All Terrain Financial Advisors, LLC 5.44% Add +14.6% 65,212 $17.7M
Cerro Pacific Wealth Advisors LLC 4.78% Reduce -2.0% 65,207 $17.7M
Bay Rivers Group 7.17% Add +1.9% 65,190 $17.7M
SHP Wealth Management 1.38% — 65,151 $17.7M
Greenfield Savings Bank 7.44% Reduce -1.4% 65,089 $17.7M
CFS Investment Advisory Services, LLC 1.29% Add +8.5% 65,003 $17.7M
Cercano Management LLC 0.67% Reduce -20.4% 64,847 $17.6M
Pandora Wealth, Inc. 10.71% Add +0.7% 64,798 $17.6M
Hamel Associates, Inc. 5.30% Reduce -10.5% 64,713 $17.6M
TSG Advice Partners, LLC 2.69% — 64,714 $17.6M
Atlas Capital Advisors Inc. 1.96% — 64,611 $17.6M
Hudson Value Partners, LLC 5.24% Reduce -3.1% 64,340 $17.5M
Generali Investments CEE, investicni spolecnost, a.s. 1.24% Add +1.9% 64,491 $17.5M
Hazlett, Burt & Watson, Inc. 5.60% Add +2.9% 64,435 $17.5M
Kercheville Advisors, LLC 4.59% Reduce -0.7% 70,547 $17.5M
IFC Advisors LLC 2.56% Add +9.3% 64,437 $17.5M
Sterling Investment Counsel, LLC 5.02% Add +16.8% 65,301 $17.5M
Arkfeld Wealth Strategies, L.L.C. 6.00% Reduce -0.2% 67,098 $17.5M
Core Wealth Partners LLC 7.85% Reduce -0.9% 64,091 $17.4M
Financial Planning Hawaii, Inc. 10.03% — 64,047 $17.4M
Financial Perspectives, Inc 4.68% Reduce -0.1% 63,890 $17.4M
LBMC Investment Advisors, LLC 1.08% Add +0.2% 63,834 $17.4M
Consolidated Investment Group LLC 2.07% No change 63,762 $17.3M
Tempo Wealth, LLC 3.08% — 63,697 $17.3M
Channel Wealth LLC 4.38% Add +10.6% 63,666 $17.3M
Okabena Investment Services Inc. 3.30% Add +51.0% 63,555 $17.3M
Spring Capital Management, LLC 8.74% Reduce -3.3% 63,500 $17.3M
Analyst IMS Investment Management Services Ltd. 0.50% Reduce -15.7% 63,402 $17.2M
IRON Financial LLC 7.92% Reduce -0.9% 63,351 $17.2M
Triumph Capital Management 3.72% Add +294.5% 63,341 $17.2M
BOK Financial Private Wealth, Inc. 1.05% Add +1.8% 63,239 $17.2M
Glassy Mountain Advisors, Inc. 5.19% Reduce -5.2% 63,192 $17.2M
DLK Investment Management, LLC 6.39% Add +0.2% 63,132 $17.2M
Churchill Financial Advisors, LLC 5.24% — 63,093 $17.2M
CWS Financial Advisors, LLC 4.65% Reduce -3.0% 63,058 $17.1M
AssuredPartners Investment Advisors, LLC 2.55% Add +101.9% 62,937 $17.1M
Shulman DeMeo Asset Management LLC 3.88% Reduce -0.2% 62,924 $17.1M
Muhlenkamp & Co. Inc. 4.59% Add +0.3% 62,841 $17.1M
Highline Wealth Partners LLC 4.80% Add +0.6% 62,812 $17.1M
Monarch Capital Management Inc. 4.19% Reduce -3.5% 62,763 $17.1M
Silverleafe Capital Partners, LLC 5.07% Reduce -2.2% 62,727 $17.1M
Burke & Herbert Bank & Trust Co. 4.71% Add +0.3% 62,700 $17.0M
Trivant Custom Portfolio Group, LLC 9.81% Reduce -0.3% 62,685 $17.0M
Runnymede Capital Advisors, Inc. 9.81% Add +145.8% 62,685 $17.0M
Kensington Investment Counsel, LLC 6.92% Add +2.3% 62,644 $17.0M
Prosperity Financial Group, Inc. 6.14% Add +11.9% 62,625 $17.0M
Two Point Capital Management, Inc. 6.90% Reduce -0.7% 62,604 $17.0M
Georgetown University 6.77% Add +0.1% 62,550 $17.0M
Wealth Dimensions Group, Ltd. 3.37% Reduce -2.2% 62,548 $17.0M
Westco Advisory Services Inc. 10.43% — 62,421 $17.0M
Investor's Fiduciary Advisor Network, LLC 3.64% Add +4.6% 62,352 $17.0M
Physician Wealth Advisors, Inc. 2.36% Reduce -21.4% 62,305 $16.9M
Bangor Savings Bank 1.36% Reduce -4.0% 62,297 $16.9M
Bell & Brown Wealth Advisors, LLC 5.45% Reduce -0.6% 62,246 $16.9M
Nvwm, LLC 3.68% Reduce -1.5% 62,200 $16.9M
Curbstone Financial Management Corp 3.23% Reduce -0.9% 62,087 $16.9M
Transamerica Financial Advisors, LLC 1.41% Add +34.0% 62,085 $16.9M
Olistico Wealth, LLC 8.23% Reduce -1.6% 62,074 $16.9M
Waddell & Associates, LLC 1.14% Add +5.2% 62,029 $16.9M
Mycio Wealth Partners, LLC 3.48% Add +0.0% 61,908 $16.8M
Secure Asset Management, LLC 2.65% Reduce -0.9% 61,889 $16.8M
Thames Capital Management LLC 2.44% No change 61,806 $16.8M
Wimmer Associates 1, LLC 7.80% Add +4.5% 61,705 $16.8M
FF Advisors,LLC 7.46% Add +0.3% 61,574 $16.7M
Foster Victor Wealth Advisors, LLC 0.98% Reduce -1.7% 65,502 $16.7M
Planning Alternatives Ltd. 2.10% Add +1.6% 61,329 $16.7M
Accretive Wealth Partners, LLC 4.94% Reduce -0.5% 61,201 $16.6M
Bollard Group LLC 0.44% Reduce -9.0% 61,157 $16.6M
New Republic Capital, LLC 4.43% Add +116.0% 61,031 $16.6M
Concentric Capital Strategies, LP 0.86% Reduce -44.6% 61,008 $16.6M
Alpine Woods Capital Investors, LLC 3.95% Reduce -1.3% 60,965 $16.6M
Alpha Family Trust 7.53% No change 60,770 $16.5M
VCI Wealth Management LLC 4.59% Add +11.8% 60,761 $16.5M
General Partner, Inc. 9.35% Reduce -5.3% 60,680 $16.5M
Souders Financial Advisors 1.89% Add +1.6% 60,589 $16.5M
Fielder Capital Group LLC 3.50% Add +235.5% 60,567 $16.5M
Empire Financial Management Company, LLC 3.57% Reduce -2.1% 60,426 $16.4M
Harrington Investments, INC 8.25% Reduce -4.6% 60,418 $16.4M
Soundwatch Capital LLC 2.55% Reduce -0.3% 60,417 $16.4M
United American Securities Inc. (d/b/a UAS Asset Management) 3.46% Reduce -1.3% 60,382 $16.4M
Atlas Legacy Advisors, LLC 2.88% Add +8.0% 61,424 $16.4M
Hedeker Wealth, LLC 3.44% Reduce -2.5% 60,301 $16.4M
Bank Ozk 5.78% Reduce -1.4% 60,255 $16.4M
Manhattan West Asset Management, LLC 3.35% Reduce -3.6% 60,189 $16.4M
Walkner Condon Financial Advisors LLC 2.27% Reduce -0.7% 60,177 $16.4M
Capital Advisors Wealth Management, LLC 2.22% Add +0.4% 59,951 $16.3M
JT Stratford LLC 2.10% Add +2.2% 59,932 $16.3M
Silverlake Wealth Management LLC 3.66% Reduce -3.6% 59,918 $16.3M
Wright Investors Service Inc. 4.89% Reduce -1.9% 59,886 $16.3M
Excalibur Management Corp. 5.87% Reduce -3.9% 59,822 $16.3M
Mount Vernon Associates Inc. 10.94% Reduce -1.4% 59,809 $16.3M
Greenspring Advisors, LLC 1.00% Add +74.8% 59,774 $16.3M
Vicus Capital 1.22% Add +0.4% 59,763 $16.2M
TCFG Wealth Management, LLC 6.36% Reduce -2.1% 59,662 $16.2M
LJI Wealth Management, LLC 2.47% Reduce -0.5% 59,513 $16.2M
City State Bank 4.43% Reduce -0.3% 59,486 $16.2M
Nicolet Bankshares Inc. 2.59% Reduce -10.7% 59,427 $16.2M
Sandy Cove Advisors, LLC 4.78% Reduce -2.8% 59,318 $16.1M
Wescott Financial Advisory Group, LLC 1.41% Reduce -3.2% 59,262 $16.1M
Kaizen Financial Strategies 7.12% Reduce -3.4% 59,258 $16.1M
Genus Capital Management Inc. 1.87% Add +165.8% 59,194 $16.1M
Ardent Capital Management, Inc. 6.36% Reduce -0.4% 59,154 $16.1M
Drive Wealth Management, LLC 3.14% Add +4.4% 59,148 $16.1M
Solstein Capital, LLC 6.44% Reduce -10.9% 59,068 $16.1M
Anchyra Partners LLC 4.92% — 59,011 $16.0M
Revisor Wealth Management LLC 4.29% Add +16.8% 64,161 $16.0M
Armstrong Henry H Associates Inc. 1.49% Reduce -0.6% 58,963 $16.0M
Advocacy Wealth Management, LLC 0.67% Reduce -1.7% 58,919 $16.0M
Blodgett Wealth Advisors, LLC 11.17% Reduce -1.4% 58,887 $16.0M
Pictet North America Advisors SA 1.52% Reduce -7.6% 58,859 $16.0M
Meadowbrook Advisors Group, LLC 9.00% — 58,836 $16.0M
Chronos Wealth Management, LLC 7.40% Reduce -0.5% 58,804 $16.0M
Columbia Bank 4.44% Reduce -6.1% 58,791 $16.0M
Triangle Securities Wealth Management 3.37% Add +98.4% 60,723 $16.0M
CVA Family Office, LLC 1.84% Add +5.4% 58,776 $16.0M
Antonelli Financial Advisors, LLC 10.50% Reduce -6.5% 58,726 $16.0M
PKS Advisory Services, LLC 3.64% Reduce -0.8% 58,697 $16.0M
Paragon Private Wealth Management, LLC 4.89% Add +3.1% 58,609 $15.9M
Balanced Wealth Group LLC 5.83% Reduce -0.5% 62,356 $15.9M
Novem Group 1.84% Reduce -8.1% 58,591 $15.9M
Orca Wealth Management, LLC 11.39% Reduce -0.0% 59,061 $15.9M
Roof Eidam Maycock Peralta, LLC 3.60% Reduce -0.9% 58,370 $15.9M
Harbour Capital Advisors, LLC 3.23% Reduce -1.4% 58,549 $15.9M
Tsfg, LLC 2.37% Reduce -1.4% 58,356 $15.9M
Davidson Trust Co. 6.61% Add +3.8% 58,329 $15.9M
Newman Dignan & Sheerar, Inc. 3.31% Reduce -1.3% 58,309 $15.9M
Basecamp Wealth Advisors LLC 3.37% — 58,248 $15.8M
Lafayette Investments, Inc. 2.99% Reduce -0.2% 58,155 $15.8M
Dudley Capital Management, LLC 6.93% Reduce -0.4% 58,107 $15.8M
Tiemann Investment Advisors, LLC 6.13% Reduce -5.2% 58,085 $15.8M
Leeward Financial Partners, LLC 4.44% Reduce -4.9% 58,069 $15.8M
Concord Asset Management, LLC 2.73% Add +0.2% 58,064 $15.8M
Hendley & Co. Inc. 5.64% Reduce -6.8% 58,059 $15.8M
M. Kulyk & Associates, LLC 3.01% Reduce -0.1% 58,019 $15.8M
Consolidated Capital Management, LLC 4.77% Add +2.5% 58,016 $15.8M
Strategy Asset Managers LLC 2.59% Add +2.2% 58,014 $15.8M
Flatrock Wealth Partners LLC 7.56% — 57,985 $15.8M
Alta Advisers Ltd 5.71% Reduce -23.3% 57,980 $15.8M
Tounjian Advisory Partners, LLC 5.34% Reduce -6.8% 57,972 $15.8M
NWK Group, Inc. 5.47% Reduce -0.7% 57,895 $15.7M
Mechanics Financial Corp 5.81% Reduce -0.2% 57,862 $15.7M
Baugh & Associates, LLC 7.73% Reduce -3.8% 62,248 $15.7M
Seamount Financial Group Inc. 7.14% Reduce -2.0% 57,813 $15.7M
Asset One Wealth Management LLC 2.15% — 58,136 $15.7M
Brick & Kyle, Associates 5.58% Reduce -3.5% 57,726 $15.7M
Stolper Co 4.62% Reduce -1.4% 57,706 $15.7M
Ycg, LLC 1.18% Reduce -74.7% 57,659 $15.7M
NovaPoint Capital, LLC 4.03% Add +4.8% 57,613 $15.7M
Inspire Trust Co, N.A. 2.57% Add +7.6% 57,586 $15.7M
Hall Laurie J Trustee 5.20% Reduce -3.5% 57,536 $15.6M
Matthew 25 Management Corp 4.78% Reduce -6.5% 57,500 $15.6M
Asio Capital, LLC 2.20% Reduce -1.2% 57,482 $15.6M
Quad-Cities Investment Group, LLC 6.44% Reduce -4.6% 57,410 $15.6M
Koa Wealth Management, LLC 10.70% Reduce -4.7% 57,295 $15.6M
Wealthquest Corp 1.18% Add +16.3% 57,286 $15.6M
Cordgrass Capital Advisors, LLC 3.74% Reduce -0.1% 57,236 $15.6M
Abacus Planning Group, Inc. 2.07% Reduce -1.9% 57,143 $15.5M
Victory Financial Group, LLC 1.95% Add +1.0% 57,128 $15.5M
Freedom Financial Partners LLC 5.64% Reduce -1.7% 57,044 $15.5M
Legato Capital Management LLC 1.33% Add +76.9% 57,019 $15.5M
Highview Capital Management LLC 5.47% Add +11.8% 56,998 $15.5M
Versant Capital Management, Inc 1.94% Add +10.2% 56,980 $15.5M
First Business Financial Services, Inc. 1.42% Add +0.8% 56,928 $15.5M
Wealth Management Associates, Inc. 5.38% Reduce -9.2% 56,927 $15.5M
Evermay Wealth Management LLC 1.74% Reduce -1.6% 56,915 $15.5M
LongView Wealth Management 3.74% Add +5.3% 59,440 $15.5M
Humankind Investments LLC 6.93% Reduce -27.6% 56,800 $15.4M
Millstone Evans Group, LLC 9.08% Reduce -0.3% 56,783 $15.4M
Alkeon Capital Management LLC 0.07% No change 56,627 $15.4M
Wills Financial Group LLC 5.88% Reduce -0.5% 56,584 $15.4M
Compass Capital Management, Inc. 0.85% Reduce -11.1% 56,557 $15.4M
Lincoln Capital LLC 2.78% Reduce -0.2% 56,396 $15.3M
Thrive Wealth Management, LLC 2.25% Reduce -2.1% 56,389 $15.3M
Old Second National Bank of Aurora 3.06% Reduce -0.6% 56,365 $15.3M
Redhawk Wealth Advisors, Inc. 1.72% Add +0.5% 56,331 $15.3M
McGinn Penninger Investment Management, Inc. 8.89% Add +1.0% 56,298 $15.3M
Pekin Hardy Strauss, Inc. 1.41% Add +7.4% 56,224 $15.3M
DeDora Capital, Inc. 3.62% Reduce -2.8% 56,224 $15.3M
IVC Wealth Advisors LLC 6.64% Reduce -4.2% 56,186 $15.3M
Gables Capital Management Inc. 6.45% Reduce -2.8% 56,185 $15.3M
Duncan Williams Asset Management, LLC 3.79% Reduce -1.0% 55,201 $15.3M
Cloud Capital Management, LLC 7.21% Add +22.4% 56,134 $15.3M
Fourth Dimension Wealth, LLC 5.57% Reduce -0.6% 56,121 $15.3M
Glen Eagle Advisors, LLC 2.08% Reduce -2.9% 56,105 $15.3M
Bright Rock Capital Management, LLC 2.99% No change 56,000 $15.2M
Vanguard Capital Wealth Advisors 12.20% Add +1.0% 55,986 $15.2M
Kenora Financial, LLC 5.12% Add +2.1% 55,984 $15.2M
Connable Office Inc. 1.39% Reduce -1.5% 55,932 $15.2M
Cladis Investment Advisory, LLC 8.32% Reduce -0.2% 55,925 $15.2M
KG Capital Management 3.92% Reduce -3.6% 56,227 $15.2M
TFR Capital, LLC. 5.03% Add +2.8% 55,908 $15.2M
Jones Kertz & Associates, Inc. 7.81% — 55,884 $15.2M
Blue Edge Capital, LLC 2.03% Add +2.5% 55,874 $15.2M
Proficio Capital Partners LLC 1.06% Reduce -4.4% 55,798 $15.2M
Strategic Investment Solutions, Inc. 3.65% Add +6.3% 56,422 $15.2M
Painted Porch Advisors LLC 6.09% Add +3.5% 55,696 $15.1M
Lewis Asset Management, LLC 6.15% Reduce -2.6% 55,590 $15.1M
Midland Wealth Advisors, LLC 0.79% Reduce -11.6% 55,576 $15.1M
Roman Butler Fullerton & Co. 3.96% Add +2.0% 60,789 $15.1M
Inspirion Wealth Advisors, LLC 1.85% Reduce -5.8% 55,488 $15.1M
Abbot Financial Management, Inc. 6.25% Reduce -0.7% 55,462 $15.1M
Evelyn Partners Investment Management Services Ltd 1.89% Add +3.6% 55,445 $15.1M
Lincoln Capital Corp. 5.35% Add +0.6% 55,382 $15.1M
Bradley & Co. Private Wealth Management, LLC 8.07% Reduce -2.1% 55,374 $15.1M
Fermata Advisors, LLC 3.61% Add +3.4% 55,370 $15.1M
Net Worth Advisory Group 3.04% Add +318.7% 55,314 $15.0M
Bell Bank 0.64% Reduce -10.2% 55,187 $15.0M
Plante Moran Financial Advisors, LLC 0.95% Reduce -7.7% 55,173 $15.0M
Gemmer Asset Management LLC 1.15% Reduce -2.6% 55,168 $15.0M
Peregrine Asset Advisers, Inc. 4.23% Add +17.4% 55,164 $15.0M
Northwest Bancshares, Inc. 2.90% Reduce -8.6% 55,108 $15.0M
Syntegra Private Wealth Group, LLC 1.37% Reduce -0.6% 55,039 $15.0M
Manchester Financial Inc. 2.79% Reduce -2.8% 54,943 $14.9M
Fourpath Capital Management, LLC 2.04% Add +1.2% 54,898 $14.9M
Morton Capital Management LLC 2.29% Reduce -0.3% 54,853 $14.9M
Parisi Gray Wealth Management 3.38% Add +0.0% 54,817 $14.9M
Slagle Financial, LLC 5.20% Reduce -0.5% 54,806 $14.9M
O'Brien Greene & Co. Inc 4.42% Reduce -0.4% 54,802 $14.9M
Capital Management Associates, Inc 3.29% Reduce -21.4% 54,798 $14.9M
Hodges Capital Management Inc. 1.28% Reduce -2.1% 54,734 $14.9M
EPG Wealth Management LLC 4.00% Add +0.1% 54,704 $14.9M
Rock Point Advisors, LLC 3.72% Reduce -0.0% 54,698 $14.9M
Old North State Trust, LLC 8.79% Reduce -2.2% 54,689 $14.9M
High Falls Advisors, Inc 3.01% Reduce -7.1% 54,654 $14.9M
Fortis Group Advisors, LLC 2.49% Add +0.3% 57,055 $14.9M
Timber Creek Capital Management LLC 3.45% Reduce -4.2% 54,625 $14.9M
Lummis Asset Management, LP 9.12% Reduce -1.5% 54,569 $14.8M
First Bank & Trust 2.42% Add +1.7% 54,567 $14.8M
WFA of San Diego, LLC 10.87% Reduce -3.4% 54,519 $14.8M
Bellevue Asset Management, LLC 4.79% Reduce -0.7% 54,442 $14.8M
Avalon Capital Management 3.54% Reduce -0.1% 54,379 $14.8M
B & T Capital Management DBA Alpha Capital Management 2.08% Add +0.3% 54,341 $14.8M
Woodley Farra Manion Portfolio Management Inc. 0.70% Reduce -4.0% 54,332 $14.8M
West Wealth Group, LLC 3.06% Add +0.2% 54,282 $14.8M
Cadent Capital Advisors, LLC 3.90% Reduce -0.4% 54,252 $14.7M
CapitalatWork S.A. 0.45% Reduce -7.3% 54,237 $14.7M
Paces Ferry Wealth Advisors, LLC 5.98% Add +0.3% 54,196 $14.7M
Decker Wealth Management LLC 3.23% — 54,160 $14.7M
Park State Asset Management 9.87% Reduce -3.8% 54,141 $14.7M
Trail Ridge Investment Advisors, LLC 6.32% Add +1.3% 54,081 $14.7M
Cherokee Insurance Co 5.94% No change 53,900 $14.7M
Summit Wealth Group LLC / Co. 1.94% Add +4.8% 53,886 $14.6M
Sonata Capital Group Inc. 5.29% Add +18.7% 53,870 $14.6M
Princeton Global Asset Management LLC 2.37% Add +2.5% 53,851 $14.6M
First Heartland Consultants, Inc. 1.11% Reduce -5.0% 53,836 $14.6M
Canopy Partners, LLC 4.77% Add +0.7% 53,834 $14.6M
Somerset Trust Co 4.47% Reduce -2.0% 53,752 $14.6M
Satovsky Asset Management LLC 2.83% Reduce -0.0% 53,745 $14.6M
Miramar Capital, LLC 3.19% Reduce -1.9% 53,696 $14.6M
Willis Johnson & Associates, Inc. 0.90% Reduce -0.5% 53,635 $14.6M
Kentucky Farm Bureau Mutual Insurance Co 3.93% Add +7.2% 53,601 $14.6M
Sawyer & Company, Inc 5.16% Add +2.4% 53,597 $14.6M
Boston Research & Management Inc. 3.36% Reduce -7.8% 53,583 $14.6M
Wealth Advisory Solutions, LLC 3.39% Reduce -0.8% 53,516 $14.5M
McIlrath & Eck, LLC 1.35% Reduce -3.3% 53,488 $14.5M
Charles Schwab Trust Co 0.95% Add +0.7% 53,418 $14.5M
Sivia Capital Partners, LLC 2.94% Add +17.6% 53,369 $14.5M
Capital Advantage, Inc. 1.96% Reduce -1.9% 53,359 $14.5M
Redwood Investment Management, LLC 1.63% Add +26.9% 53,335 $14.5M
Promethium Advisors,llc 7.82% Reduce -0.7% 53,327 $14.5M
Gardner Lewis Asset Management L P 3.68% Reduce -0.9% 53,318 $14.5M
Bourgeon Capital Management LLC 2.40% Reduce -1.1% 53,302 $14.5M
CNB Bank 5.93% Reduce -2.3% 53,258 $14.5M
Citizens & Northern Corp. 3.59% Reduce -8.0% 53,237 $14.5M
Magnolia Capital Advisors LLC 3.04% Add +5.2% 53,226 $14.5M
Alhambra Investment Management LLC 6.73% Reduce -1.2% 53,214 $14.5M
St. Nicholas Private Asset Management, Inc. 12.97% Reduce -2.0% 53,181 $14.5M
Trust Co 1.36% Add +184.4% 53,181 $14.5M
Tortoise Investment Management, LLC 1.27% Reduce -2.4% 53,180 $14.5M
High Net Worth Advisory Group LLC 3.33% Reduce -1.1% 53,146 $14.4M
Garrison Point Advisors, LLC 6.39% Add +2.4% 53,115 $14.4M
Clay Northam Wealth Management, LLC 8.01% Reduce -1.8% 53,058 $14.4M
Scissortail Wealth Management, LLC 3.29% Reduce -0.3% 53,004 $14.4M
Garrett Wealth Advisory Group, LLC 2.72% Add +2.8% 53,002 $14.4M
Alaethes Wealth, LLC 4.05% Reduce -2.3% 52,970 $14.4M
DMC Group, LLC 9.60% Add +0.8% 52,947 $14.4M
Insight Holdings Group, LLC 1.08% New 52,940 $14.4M
Kinsale Capital Group, Inc. 2.39% Add +3.7% 52,862 $14.4M
Urban Wealth Management, LLC 13.35% — 52,815 $14.4M
Fortress Private Ledger, LLC 4.73% Add +5.9% 52,813 $14.4M
Beacon Capital Management, LLC 2.22% Reduce -0.7% 52,771 $14.3M
Sovereign Financial Group, Inc. 2.55% Reduce -8.7% 52,610 $14.3M
Abundance Wealth Counselors 2.41% Reduce -0.4% 52,599 $14.3M
Chemung Canal Trust Co. 2.82% Add +1.3% 52,465 $14.3M
Central Valley Advisors, LLC 4.26% Add +1.0% 52,406 $14.2M
Flagship Capital Management Inc. 10.08% — 52,402 $14.2M
ORBA Wealth Advisors, L.L.C. 12.37% Add +1.5% 52,399 $14.2M
Castle Rock Wealth Management, LLC 3.08% Reduce -3.9% 52,776 $14.2M
Financial Security Advisor, Inc. 2.75% Reduce -1.5% 52,291 $14.2M
Daybright Advisory Services, Inc. 3.79% — 52,255 $14.2M
Impact Capital Partners LLC 4.20% Reduce -0.6% 52,066 $14.2M
White Pine Capital LLC 3.88% Reduce -0.8% 51,877 $14.1M
Buckhead Capital Management LLC 5.06% Add +0.3% 51,874 $14.1M
Roehl & Yi Investment Advisors, LLC 5.63% Reduce -0.2% 243,479 $14.1M
Eukles Asset Management 5.46% Reduce -1.3% 51,686 $14.1M
Agate Pass Investment Management, LLC 5.22% Add +0.8% 51,661 $14.0M
Financial Enhancement Group LLC 1.82% Reduce -2.4% 56,594 $14.0M
Coston, McIsaac & Partners 3.25% Reduce -2.4% 51,499 $14.0M
Sun Group Wealth Partners 11.24% — 51,492 $14.0M
Richard P Slaughter Associates Inc 2.93% Add +5.0% 51,458 $14.0M
Calydon Capital 2.36% Reduce -53.6% 51,450 $14.0M
Eagle Capital Management, LLC 5.08% Reduce -1.2% 51,337 $14.0M
Carderock Capital Management Inc. 3.38% Add +12.8% 51,335 $14.0M
Ameriflex Group, Inc. 7.25% Reduce -33.1% 51,331 $14.0M
Ballast, Inc. 3.26% Reduce -3.7% 51,300 $13.9M
Ervin Investment Management, LLC 7.81% Reduce -4.0% 51,250 $13.9M
Sheets Smith Wealth Management 1.53% Add +8.1% 51,236 $13.9M
Crusonia Wealth Advisors LLC 3.07% — 51,215 $13.9M
Freemont Management S.A. 2.74% Add +197.1% 51,100 $13.9M
WealthBridge Capital Management, LLC 3.16% Reduce -1.1% 50,991 $13.9M
Marks Wealth, LLC 4.64% New 50,988 $13.9M
Game Plan Financial Advisors, LLC 6.04% Add +20.8% 50,972 $13.9M
626 Financial, LLC 5.97% Reduce -1.8% 50,849 $13.8M
Global Financial Private Client, LLC 4.84% Reduce -0.3% 50,844 $13.8M
J.Safra Asset Management Corp 0.72% New 50,721 $13.8M
Impact Partnership Wealth, LLC 1.77% Add +4.3% 50,709 $13.8M
Prosperitas Financial LLC 5.37% Add +1.0% 50,657 $13.8M
Wealth Management Partners, LLC 3.93% Reduce -2.4% 50,626 $13.8M
Lebenthal Global Advisors, LLC 2.12% Add +3.3% 50,580 $13.8M
Ewa, LLC 3.36% Add +57.6% 50,485 $13.7M
Purus Wealth Management, LLC 4.28% Reduce -0.4% 50,484 $13.7M
Sculati Wealth Management, LLC 4.84% Reduce -8.1% 50,425 $13.7M
CGN Advisors LLC 1.09% Add +0.7% 50,401 $13.7M
Horizon Wealth Management, LLC 2.13% Reduce -0.2% 50,367 $13.7M
Madison Wealth Partners, Inc 2.50% Add +21.8% 50,344 $13.7M
PGIM Custom Harvest LLC 0.20% Add +3.2% 50,339 $13.7M
Elevated Capital Advisors, LLC 3.19% Reduce -0.2% 50,272 $13.7M
Xcel Wealth Management, LLC 3.56% Reduce -0.9% 50,271 $13.7M
Quantum Portfolio Management LLC 6.03% Reduce -10.4% 50,201 $13.6M
Atticus Wealth Management, LLC 3.37% Reduce -2.0% 50,162 $13.6M
St. Johns Investment Management Company, LLC 5.68% Reduce -2.7% 50,076 $13.6M
Torray Investment Partners LLC 2.09% Reduce -6.3% 50,061 $13.6M
Elequin Capital, LP 2.09% Add +5000000.0% 50,001 $13.6M
Oarsman Capital, Inc. 1.77% Add +12.7% 49,984 $13.6M
Pflug Koory, LLC 6.33% Reduce -2.1% 49,937 $13.6M
Private Management Group Inc. 0.39% Reduce -4.7% 49,764 $13.5M
Atmos Capital Gestao DE Recursos Ltda. 2.05% Reduce -21.4% 49,735 $13.5M
Carmel Capital Management L.L.C. 4.09% Add +0.3% 49,687 $13.5M
Signature Wealth Management Partners, LLC 6.68% Reduce -0.8% 49,671 $13.5M
Brown, Lisle/Cummings, Inc. 3.33% Reduce -1.2% 49,651 $13.5M
Triton Financial Group Inc 8.94% Reduce -0.7% 49,649 $13.5M
Riggs Asset Managment Co. Inc. 2.72% Reduce -2.1% 49,621 $13.5M
Eastover Investment Advisors LLC 5.93% Reduce -2.3% 49,599 $13.5M
SYM FINANCIAL Corp 1.38% Add +0.8% 49,583 $13.5M
BWM Planning, LLC 3.60% Add +1.0% 49,572 $13.5M
Lynch & Associates 2.54% Add +4.6% 49,510 $13.5M
Acorn Financial Advisory Services Inc. 1.99% Reduce -0.6% 49,486 $13.5M
Rubicon Advisors, GP 12.72% — 49,477 $13.5M
Marshall Financial Group, LLC 2.61% Reduce -15.8% 49,427 $13.4M
Carnegie Lake Advisors LLC 5.11% Reduce -0.8% 49,376 $13.4M
JPL Wealth Management, LLC 3.27% Reduce -3.3% 49,350 $13.4M
FUKOKU MUTUAL LIFE INSURANCE Co 0.88% Reduce -10.7% 49,275 $13.4M
Sandhill Capital Partners LLC 0.95% Add +0.0% 49,255 $13.4M
Steinberganna Wealth Management 6.27% Reduce -0.4% 49,245 $13.4M
One Wealth Management Investment & Advisory Services, LLC 14.58% Add +0.4% 49,167 $13.4M
Allied Investment Advisors, LLC 2.07% Reduce -0.9% 49,150 $13.4M
Colonial River Investments, LLC 4.76% Add +4.6% 49,129 $13.4M
Wealth Group, Ltd. 13.01% — 49,089 $13.3M
Bonness Enterprises Inc. 4.60% Reduce -9.9% 49,070 $13.3M
Pettinga Financial Advisors LLC 2.52% Add +2.8% 48,936 $13.3M
DCM Advisors, LLC 5.52% Reduce -21.3% 49,308 $13.3M
Montgomery Investment Management Inc. 4.78% Reduce -1.8% 48,880 $13.3M
Marathon Capital Management 2.87% Reduce -4.8% 48,820 $13.3M
TLW Wealth Management, LLC 7.65% Reduce -3.3% 48,802 $13.3M
Bienville Capital Management, LLC 2.11% Reduce -1.1% 48,777 $13.3M
Port Capital LLC 0.57% Reduce -0.4% 48,672 $13.2M
First Command Advisory Services, Inc. 0.09% Reduce -0.0% 48,654 $13.2M
Clearwater Capital Advisors, LLC 1.10% Reduce -8.2% 48,644 $13.2M
Financial Insights, Inc. 4.42% Add +0.6% 48,544 $13.2M
Caldwell Sutter Capital, Inc. 5.59% Reduce -6.3% 48,500 $13.2M
Maryland Capital Advisors Inc. 4.46% Reduce -1.6% 48,491 $13.2M
Faithward Advisors, LLC 1.93% Add +11.3% 48,472 $13.2M
Lederer & Associates Investment Counsel 8.84% Reduce -6.6% 48,450 $13.2M
Delta Asset Management LLC 1.13% Reduce -1.1% 48,373 $13.2M
Nordwand Advisors, LLC 2.30% Reduce -0.2% 48,365 $13.1M
Goldstone Financial Group, LLC 1.46% Add +14.8% 48,339 $13.1M
Oak Grove Capital LLC 2.60% Reduce -3.2% 48,151 $13.1M
Searcy Financial Services Inc. 4.85% Reduce -3.7% 48,132 $13.1M
GWN Securities Inc. 2.65% Add +6.4% 48,128 $13.1M
Fairvoy Private Wealth, LLC 2.93% Reduce -1.1% 48,124 $13.1M
Purkiss Capital Advisors LLC 6.13% Reduce -2.1% 48,104 $13.1M
Jupiter Wealth Management LLC 5.80% Add +4.6% 49,730 $13.0M
Tsai Capital Corp 8.85% Reduce -5.1% 47,793 $13.0M
HBW Advisory Services LLC 1.41% Reduce -2.2% 47,789 $13.0M
GPM Growth Investors, Inc. 5.06% Reduce -6.3% 47,767 $13.0M
Fairfield Financial Advisors, LTD 4.23% Reduce -2.1% 47,763 $13.0M
Moran Wealth Management, LLC 0.40% Add +16.6% 47,746 $13.0M
LeClair Wealth Partners LLC 7.53% Reduce -0.1% 47,737 $13.0M
Owen LaRue, LLC 4.93% Reduce -2.0% 47,650 $13.0M
Richards, Merrill & Peterson, Inc. 4.96% Add +3.1% 47,576 $12.9M
Thomas Story & Son LLC 4.80% Reduce -0.0% 47,549 $12.9M
Amplius Wealth Advisors, LLC 1.08% Reduce -1.9% 47,548 $12.9M
Joseph P. Lucia & Associates, LLC 4.66% Add +15.8% 47,545 $12.9M
KP Management LLC 4.02% Add +18.8% 47,500 $12.9M
Rede Wealth, LLC 4.49% Add +13.5% 47,500 $12.9M
Vista Capital Partners, Inc. 1.27% Add +1.0% 47,473 $12.9M
Pacific Wealth Strategies Group, Inc. 7.33% Add +1.6% 47,472 $12.9M
Cary Street Partners Investment Advisory LLC 3.48% Add +5.0% 47,435 $12.9M
Financial Council, LLC 5.15% Reduce -0.4% 47,420 $12.9M
Integral Investment Advisors, Inc. 3.20% Add +6.0% 47,406 $12.9M
Hanson & Doremus Investment Management 1.55% Reduce -2.5% 47,366 $12.9M
Vista Investment Partners LLC 3.38% Add +0.1% 47,359 $12.9M
RDA Financial Network 3.10% Reduce -0.5% 47,297 $12.9M
Vega Investment Solutions 2.04% — 47,253 $12.8M
Menlo Advisors LLC 5.76% Reduce -9.6% 47,157 $12.8M
Family Capital Trust Co 4.18% Reduce -0.1% 47,129 $12.8M
jvl associates llc 4.17% Reduce -1.1% 47,127 $12.8M
Navellier & Associates Inc. 1.43% Reduce -3.7% 47,078 $12.8M
Chris Bulman Inc 5.66% Add +1.0% 47,062 $12.8M
Lattice Capital Management, LLC 17.92% Reduce -6.0% 47,000 $12.8M
Yoder Wealth Management, Inc. 5.80% Reduce -3.1% 46,868 $12.7M
Investment Advisory Services Inc. /TX 3.98% Reduce -2.7% 46,842 $12.7M
Laraway Financial Advisors Inc 8.29% Reduce -0.8% 46,825 $12.7M
Marino, Stram & Associates LLC 2.30% Reduce -8.7% 46,817 $12.7M
Tenere Capital LLC 9.85% Reduce -30.9% 46,762 $12.7M
Broadwater Capital Management LLC 9.49% Reduce -1.0% 46,731 $12.7M
Heirloom Wealth Management 2.93% Add +1.0% 46,678 $12.7M
Mark Sheptoff Financial Planning, LLC 6.05% Add +0.0% 46,669 $12.7M
Cherry Creek Investment Advisors, Inc. 5.42% Reduce -0.9% 46,658 $12.7M
Waterfront Wealth Inc. 2.41% Reduce -1.0% 50,140 $12.7M
Kohmann Bosshard Financial Services, LLC 1.15% Reduce -1.4% 46,556 $12.7M
Capital Insight Partners, LLC 2.68% Reduce -19.4% 46,516 $12.6M
Woodward Diversified Capital, LLC 5.78% Reduce -7.1% 46,452 $12.6M
Aquatic Capital Management LLC 0.36% New 46,412 $12.6M
Smallwood Wealth Investment Management, LLC 6.60% Reduce -1.3% 46,405 $12.6M
United Bank 4.26% Reduce -1.8% 46,256 $12.6M
Wealth Alliance Advisory Group, LLC 2.15% Reduce -4.5% 46,234 $12.6M
Enterprise Financial Services Corp 6.38% Add +1.4% 46,216 $12.6M
Atlantic Edge Private Wealth Management, LLC 3.12% Reduce -1.0% 46,191 $12.6M
Fort Point Capital Partners LLC 1.52% Reduce -0.3% 48,630 $12.6M
Dagco, Inc. 2.90% Reduce -2.1% 46,171 $12.6M
ABLE Financial Group, LLC 2.55% Add +1.0% 46,133 $12.5M
TFC Financial Management, Inc. 1.57% Reduce -10.8% 46,077 $12.5M
KKM Financial LLC 2.22% Add +0.4% 46,017 $12.5M
Towne Trust Company, N.A 3.90% Reduce -1.1% 45,968 $12.5M
SGL Investment Advisors, Inc. 5.07% Add +1.9% 45,277 $12.5M
Stokes Capital Advisors, LLC 2.85% Add +2.5% 45,878 $12.5M
Chesapeake Wealth Management 3.71% Reduce -2.1% 45,875 $12.5M
Peninsula Asset Management Inc. 6.40% Reduce -2.9% 45,851 $12.5M
First Community Trust NA 9.30% Reduce -19.2% 45,844 $12.5M
Truvestments Capital LLC 2.26% Add +3.7% 45,803 $12.5M
Osterweis Capital Management Inc. 0.71% Reduce -4.0% 45,788 $12.4M
Annis Gardner Whiting Capital Advisors, LLC 2.36% Add +11.7% 45,773 $12.4M
Cross Staff Investments Inc 6.85% Reduce -1.2% 45,726 $12.4M
Centerpoint Advisors, LLC 3.82% Reduce -0.6% 45,667 $12.4M
Poehling Capital Management, INC. 2.54% Reduce -0.8% 45,665 $12.4M
Insight Wealth Strategies, LLC 1.42% Reduce -2.1% 45,601 $12.4M
BridgePort Financial Solutions, LLC 3.33% Add +2.3% 45,587 $12.4M
Acumen Wealth Advisors, LLC 3.57% — 45,563 $12.4M
Key Client Fiduciary Advisors, LLC 4.29% Reduce -2.7% 45,560 $12.4M
BankPlus Trust Department 3.24% Reduce -5.7% 45,542 $12.4M
O'Brien Wealth Partners LLC 1.64% Reduce -25.0% 45,531 $12.4M
Palogic Value Management, L.P. 5.34% Reduce -0.7% 45,492 $12.4M
ADAPT Investment Managers SA 2.49% New 45,400 $12.3M
Greenline Partners, LLC 1.41% Reduce -11.4% 45,395 $12.3M
Horst & Graben Wealth Management LLC 1.86% Reduce -1.0% 45,390 $12.3M
Sitrin Capital Management LLC 5.85% Reduce -0.2% 45,364 $12.3M
Eaton Financial Holdings Company, LLC 3.31% Reduce -3.3% 45,319 $12.3M
Beutel, Goodman & Co Ltd. 0.08% Reduce -9.5% 45,283 $12.3M
My Personal CFO, LLC 5.13% Add +720.3% 45,200 $12.3M
Income Insurance Ltd 7.97% — 45,197 $12.3M
Mitchell Sinkler & Starr 5.54% Reduce -0.2% 45,102 $12.3M
MTM Investment Management, LLC 3.91% Reduce -6.7% 45,076 $12.3M
Walled Lake Planning & Wealth Management, LLC 3.88% Reduce -1.3% 45,054 $12.2M
Baker Ellis Asset Management LLC 1.47% Add +1.6% 45,033 $12.2M
BKM Wealth Management, LLC 4.47% Reduce -3.9% 45,019 $12.2M
Crane Advisory, LLC 1.85% Reduce -3.3% 47,015 $12.2M
Orion Capital Management LLC 4.13% Reduce -2.5% 44,992 $12.2M
Mach-1 Financial Group, LLC 2.51% Add +169.1% 44,951 $12.2M
Spinnaker Investment Group, LLC 2.21% Add +1.0% 44,912 $12.2M
Capstone Wealth Management Group LLC 7.39% Reduce -0.3% 44,906 $12.2M
SOL Capital Management CO 1.10% Reduce -8.0% 44,900 $12.2M
Nvest Financial, LLC 5.07% Add +41.3% 44,846 $12.2M
Nkcfo LLC 3.52% No change 44,750 $12.2M
RPg Family Wealth Advisory, LLC 2.67% Add +21.9% 44,740 $12.2M
Beacon Financial Group 1.21% Reduce -1.7% 44,691 $12.1M
Cim Investment Management Inc. 3.18% No change 44,688 $12.1M
Brentview Investment Management LLC 5.49% Reduce -0.1% 44,656 $12.1M
Stansberry Asset Management, LLC 1.24% Add +79.0% 44,506 $12.1M
Ellsworth Advisors, LLC 2.39% Reduce -2.4% 46,740 $12.1M
Seven Mile Advisory 2.11% Reduce -24.6% 44,362 $12.1M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 3.03% Reduce -45.8% 44,312 $12.0M
Drexel Morgan & Co. 1.89% No change 44,296 $12.0M
Lavaca Capital LLC 2.04% Add +2.8% 44,250 $12.0M
Trinity Legacy Partners, LLC 2.76% Add +0.5% 44,229 $12.0M
Thompson Investment Management, Inc. 1.51% Reduce -0.0% 44,216 $12.0M
Atlas Private Wealth Advisors 2.81% Reduce -1.2% 44,190 $12.0M
Providence Wealth Advisors, LLC 7.50% Reduce -3.1% 45,001 $12.0M
Security National Bank of So Dak 5.91% Reduce -0.4% 44,106 $12.0M
D'Orazio & Associates, Inc. 1.53% Add +9.6% 44,074 $12.0M
Notis-McConarty Edward 5.55% Reduce -1.6% 44,040 $12.0M
Peoples Financial Services Corp. 5.58% Reduce -4.4% 44,039 $12.0M
Harbor Advisory Corp. 3.62% Reduce -7.7% 44,037 $12.0M
Chou Associates Management Inc. 5.93% No change 44,000 $12.0M
Delaney Dennis R 6.01% Reduce -1.1% 43,986 $12.0M
Eclectic Associates Inc. 1.86% Reduce -7.1% 43,930 $11.9M
Affiance Financial, LLC 1.92% Reduce -3.6% 43,879 $11.9M
Landing Point Financial Group, LLC 5.93% Reduce -3.9% 43,762 $11.9M
Security Financial Services, INC. 1.87% Add +0.4% 43,739 $11.9M
Saxon Interests, Inc. 4.20% Reduce -0.5% 43,709 $11.9M
Banyan Capital Management, Inc. 5.16% Reduce -1.9% 43,698 $11.9M
CYBER HORNET ETFs LLC 7.09% Add +4.8% 43,694 $11.9M
LCM Capital Management Inc 5.74% Reduce -0.9% 43,664 $11.9M
New Millennium Group LLC 5.14% Add +13.1% 43,659 $11.9M
Summit Financial Wealth Advisors, LLC 1.70% Reduce -1.0% 43,611 $11.9M
Cascades Capital Asset Management, LLC 5.04% Reduce -1.3% 43,533 $11.8M
Investmark Advisory Group LLC 5.04% Reduce -1.8% 43,531 $11.8M
Three Arch Wealth Management LLC 2.22% — 43,521 $11.8M
Valley Brook Capital Group, Inc. 7.82% Reduce -0.3% 43,493 $11.8M
Aspen Investment Management Inc 3.56% Add +186.6% 43,375 $11.8M
Reliant Investment Management, LLC 4.77% Reduce -3.1% 43,305 $11.8M
Opal Wealth Advisors, LLC 3.07% Reduce -4.6% 43,289 $11.8M
Sage Rhino Capital LLC 2.22% Reduce -7.5% 43,268 $11.8M
Virtue Capital Management, LLC 1.81% Add +67.0% 43,316 $11.7M
Amarillo National Bank 2.06% Add +3.0% 43,170 $11.7M
Portside Wealth Group, LLC 1.59% Add +14.6% 43,107 $11.7M
Carl P. Sherr & Co., LLC 5.23% Reduce -5.8% 45,155 $11.7M
Auctus Advisors LLC 10.78% — 43,018 $11.7M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.76% No change 42,990 $11.7M
Sagewood Asset Management LP 4.14% — 42,931 $11.7M
CFC Planning Co LLC 8.98% Add +10.5% 42,924 $11.7M
Greykasell Wealth Strategies, Inc. 4.60% Add +1.4% 42,896 $11.7M
Cfo Capital Management LLC 8.73% — 42,877 $11.7M
Genesee Capital Advisors, LLC 4.69% Add +0.5% 42,830 $11.6M
McDonald Partners LLC 3.67% Reduce -8.8% 42,805 $11.6M
Opinicus Capital, Inc. 8.11% Reduce -1.7% 42,799 $11.6M
Sunpointe, LLC 3.86% Add +16.6% 42,786 $11.6M
Glass Wealth Management Co LLC 4.77% Reduce -5.0% 42,757 $11.6M
ORG Partners LLC 2.07% Add +3.0% 42,650 $11.6M
Summit Asset Management, LLC 1.64% Reduce -3.1% 42,634 $11.6M
Bank of Stockton 3.32% Add +2.0% 42,623 $11.6M
Planning Directions Inc. 5.84% Reduce -1.0% 42,613 $11.6M
Nia Impact Advisors, LLC 3.89% Reduce -3.9% 42,612 $11.6M
WealthBridge Investment Counsel Inc. 3.47% Reduce -0.1% 42,561 $11.6M
Stiles Financial Services Inc 3.55% Reduce -3.6% 42,414 $11.5M
Abound Wealth Management 2.70% Add +8.7% 42,326 $11.5M
One Day In July LLC 0.94% Add +25.0% 42,220 $11.5M
Evexia Wealth LLC 3.21% Reduce -4.2% 44,127 $11.5M
Marin Bay Wealth Advisors, LLC 6.57% — 42,177 $11.5M
Northwest Wealth Management, LLC 1.80% Reduce -1.1% 42,150 $11.5M
Fox Hill Wealth Management 5.32% Reduce -2.4% 42,128 $11.5M
Cohen Investment Advisors LLC 5.26% Reduce -2.3% 42,056 $11.4M
Ranch Capital Advisors Inc. 4.21% Add +0.1% 42,052 $11.4M
Baron Silver Stevens Financial Advisors, LLC 1.65% Reduce -40.6% 42,016 $11.4M
GP Brinson Investments LLC 4.92% No change 42,000 $11.4M
Windle Wealth, LLC 5.11% Reduce -3.0% 41,963 $11.4M
Seeds Investor LLC 2.19% Add +33.5% 41,954 $11.4M
Vance Wealth, LLC 3.39% Reduce -1.7% 41,927 $11.4M
Elevatus Welath Management 3.11% Reduce -6.5% 41,901 $11.4M
Hartford Funds Management Co LLC 0.93% Add +54.9% 41,843 $11.4M
Wright Wealth LLC 7.41% — 41,832 $11.4M
Hilltop National Bank 2.75% Reduce -1.2% 41,801 $11.4M
CoreFirst Bank & Trust 6.14% Reduce -3.7% 41,792 $11.4M
Everpar Advisors LLC 4.21% Add +10.4% 41,775 $11.4M
Kane Investment Management, Inc. 5.50% Add +3.3% 41,683 $11.3M
White Pine Investment CO 2.67% Reduce -0.9% 41,676 $11.3M
Integrated Investment Consultants, LLC 2.22% Reduce -7.3% 41,609 $11.3M
Headland Capital, LLC 3.14% Reduce -0.7% 41,528 $11.3M
Mathes Company, Inc. 4.04% Reduce -11.0% 41,492 $11.3M
Cornerstone Capital, Inc. 1.11% Reduce -2.9% 41,470 $11.3M
Cottage Street Advisors LLC 4.76% Add +0.0% 41,429 $11.3M
West Michigan Advisors, LLC 2.59% Reduce -9.2% 41,425 $11.3M
Invst, LLC 1.22% Add +1.2% 41,401 $11.3M
Pacific Sun Financial Corp 5.42% Reduce -13.3% 41,362 $11.2M
Eagle Bay Advisors LLC 8.21% Reduce -1.1% 41,359 $11.2M
Hall Capital Management Co. Inc. 4.34% Reduce -0.6% 41,339 $11.2M
Advyzon Investment Management, LLC 1.30% Add +52.5% 41,334 $11.2M
Snider Financial Group 2.99% Reduce -4.9% 41,319 $11.2M
Pine Haven Investment Counsel, Inc 7.99% Reduce -1.0% 41,291 $11.2M
Norway Savings Bank 5.19% Reduce -0.9% 41,282 $11.2M
Tred Avon Family Wealth, LLC 3.66% Add +8.1% 41,264 $11.2M
Oder Investment Management, LLC 8.12% Reduce -3.3% 41,226 $11.2M
Hilltop Holdings Inc. 0.67% Reduce -87.0% 41,206 $11.2M
Mattson Financial Services, LLC 2.61% Reduce -0.2% 41,181 $11.2M
Royal Fund Management, LLC 1.03% Add +26.6% 41,138 $11.2M
Contravisory Investment Management, Inc. 2.21% Reduce -0.9% 41,076 $11.2M
Cetera Trust Company, N.A 5.96% No change 40,992 $11.1M
Aspire Growth Partners LLC 7.75% Reduce -1.2% 40,962 $11.1M
Haven Capital Group, Inc. 10.43% Reduce -10.0% 40,897 $11.1M
Legacy Edge Advisors, LLC 1.22% Add +3.7% 40,887 $11.1M
Garden State Investment Advisory Services LLC 2.64% Add +2.3% 40,808 $11.1M
Safeguard Investment Advisory Group, LLC 2.84% Reduce -4.2% 40,798 $11.1M
Mason & Associates Inc 2.09% Add +8.0% 40,757 $11.1M
Eagle Wealth Advisors LLC 9.44% — 40,751 $11.1M
Vectors Research Management, LLC 3.38% Add +25.9% 40,696 $11.1M
Greenland Capital Management LP 1.73% New 40,661 $11.1M
IMA Advisory Services, Inc. 1.06% Add +19.8% 40,607 $11.0M
Northcape Wealth Management, LLC 3.12% Reduce -1.4% 40,583 $11.0M
Meritas Wealth Management, LLC 5.30% Reduce -0.1% 40,552 $11.0M
Integris Wealth Management, LLC 2.51% Reduce -1.2% 40,518 $11.0M
CM Wealth Advisors LLC 2.49% Add +36.7% 40,487 $11.0M
SC&H Financial Advisors, Inc. 1.70% Add +8.0% 40,473 $11.0M
Strong Tower Advisory Services 1.97% Add +0.1% 40,441 $11.0M
Altrafin AG 3.55% Add +2.5% 40,416 $11.0M
Gunpowder Capital Management, LLC dba Oliver Wealth Management 8.55% — 40,410 $11.0M
Napier Financial, LLC 2.74% — 40,400 $11.0M
Oxler Private Wealth LLC 3.18% Reduce -1.7% 40,400 $11.0M
Convergence Financial, LLC 1.60% Reduce -3.8% 40,371 $11.0M
RBA Wealth Management, LLC 3.72% Reduce -1.9% 40,366 $11.0M
Cane Capital Partners, LLC 4.59% — 40,235 $10.9M
Argent Advisors, Inc. 3.05% Add +0.9% 40,204 $10.9M
Lombard Odier Asset Management (Europe) Ltd 0.83% Add +11.4% 40,174 $10.9M
Ellerson Group Inc. 7.39% Reduce -0.6% 40,172 $10.9M
Global Trust Asset Management, LLC 4.32% Reduce -7.5% 40,168 $10.9M
Hudson Canyon Capital Management 6.38% No change 40,135 $10.9M
Gould Asset Management LLC 1.93% Add +1.8% 40,114 $10.9M
Anb Bank 4.32% Reduce -1.0% 40,080 $10.9M
Advisors Preferred, LLC 1.77% No change 40,200 $10.9M
Stanley-Laman Group, Ltd. 1.38% Add +11.2% 40,073 $10.9M
Carlton Hofferkamp & Jenks Wealth Management, LLC 3.64% Reduce -1.2% 40,051 $10.9M
Wealth Advisors of Tampa Bay, LLC 3.75% Reduce -3.9% 40,006 $10.9M
Advocate Group LLC 1.76% Reduce -2.2% 39,999 $10.9M
W Advisors, LLC 5.46% Add +1.0% 39,956 $10.9M
Fi3 FINANCIAL ADVISORS, LLC 3.32% Add +5.2% 39,933 $10.9M
Processus Wealth & Capital Management, LLC 7.15% Add +3.5% 39,880 $10.8M
Novak & Powell Financial Services, Inc. 5.65% Reduce -0.2% 39,873 $10.8M
G2 Capital Management, LLC / Oh 2.61% Add +27.4% 39,864 $10.8M
Variant Private Wealth, LLC 11.26% Reduce -2.5% 39,859 $10.8M
Evelyn Partners Asset Management Ltd 2.54% Reduce -0.5% 39,827 $10.8M
Advisors Management Group Inc. 1.97% Reduce -14.1% 39,795 $10.8M
Strategic Family Wealth Counselors, L.L.C. 2.43% Add +49.6% 43,816 $10.8M
Bernardo Wealth Planning LLC 2.06% Add +1.1% 39,750 $10.8M
Lynch Asset Management, Inc. 3.39% Add +1.2% 39,700 $10.8M
Blackhawk Capital Partners, LLC 4.05% Add +0.7% 39,684 $10.8M
Alkeme Wealth, LLC 4.59% Add +1.0% 39,663 $10.8M
Artemis Wealth Advisors, LLC 1.79% Add +0.1% 39,613 $10.8M
East Coast Asset Management, LLC. 3.17% Add +0.7% 39,610 $10.8M
Trilogy Capital Inc. 0.48% Add +0.1% 39,561 $10.8M
Aft, Forsyth & Company, Inc. 4.64% Reduce -0.0% 39,540 $10.7M
Alan B Lancz & Associates, Inc. 9.42% Reduce -0.0% 39,449 $10.7M
Victrix Investment Advisors 4.15% Reduce -3.8% 39,432 $10.7M
D.B. Root & Company, LLC 2.61% Reduce -6.2% 39,422 $10.7M
Northstar Advisory Group, LLC 3.80% Add +71.6% 39,390 $10.7M
Ayalon Insurance Comp Ltd. 2.60% No change 39,358 $10.7M
Wisconsin Capital Management LLC 5.41% Add +3.1% 39,344 $10.7M
Cromwell Holdings LLC 5.82% No change 39,254 $10.7M
Geremia Financial Services, LLC 8.80% — 39,249 $10.7M
Freedom Day Solutions, LLC 2.89% Reduce -0.2% 39,185 $10.7M
C2C Wealth Management, LLC 8.98% Add +0.5% 39,168 $10.6M
Family Legacy, Inc. 3.18% Reduce -1.8% 39,092 $10.6M
Heritage Financial Services, LLC 0.89% Reduce -6.9% 39,019 $10.6M
Banque de Luxembourg S.A. 4.52% Add +4.9% 39,008 $10.6M
Martin & Co. Inc. 1.82% Add +1.7% 38,991 $10.6M
Bruce & Co., Inc. 3.28% No change 38,900 $10.6M
Legacy Financial Group, Inc. 2.77% Add +4.6% 38,874 $10.6M
SWP Financial LLC 5.30% Reduce -0.1% 38,857 $10.6M
Wealth Quarterback LLC 3.80% Add +2.1% 38,845 $10.6M
Johnson Bixby & Associates, LLC 1.31% Reduce -1.1% 38,801 $10.5M
Triton Wealth Management, PLLC 3.97% Add +0.4% 39,075 $10.5M
Sentry Investment Management LLC 6.92% Add +0.3% 38,770 $10.5M
Weaver Consulting Group 2.58% Add +4.5% 38,761 $10.5M
Goepper Burkhardt LLC 3.43% Add +0.3% 38,718 $10.5M
Ellenbecker Investment Group 1.47% Add +4.7% 38,676 $10.5M
Bernicke Wealth Management, Ltd. 1.35% — 38,669 $10.5M
Meramec Financial Planners, LLC 4.10% — 37,797 $10.5M
Register Financial Advisors LLC 4.09% Reduce -1.7% 38,650 $10.5M
Madrona Financial Services, LLC 2.25% Reduce -0.4% 38,645 $10.5M
ROI Financial Advisors, LLC 6.03% Reduce -0.7% 38,632 $10.5M
Tranquility Partners, LLC 3.78% Reduce -6.5% 38,618 $10.5M
Founders Capital Management 5.45% Reduce -0.7% 38,611 $10.5M
McBroom & Associates, LLC 5.10% Add +0.0% 38,604 $10.5M
Pines Wealth Management, LLC 3.39% Add +0.2% 38,554 $10.5M
WestHill Financial Advisors, Inc. 1.99% Reduce -8.3% 38,473 $10.5M
Omnia Family Wealth, LLC 3.09% Reduce -3.5% 38,467 $10.5M
Marathon Wealth Advisors LLC 4.16% — 38,467 $10.5M
Parkshore Wealth Management, Inc. 3.92% Add +0.3% 38,437 $10.4M
WESCAP Management Group, Inc. 2.11% Reduce -1.4% 38,362 $10.4M
Samalin Investment Counsel, LLC 3.72% Add +4.2% 38,344 $10.4M
SLT Holdings LLC 6.97% Reduce -0.5% 38,322 $10.4M
Aurora Investment Managers, LLC. 5.90% Reduce -0.5% 38,319 $10.4M
Lakeshore Financial Planning, Inc. 3.71% Reduce -1.1% 38,219 $10.4M
First National Bank of Hutchinson 6.09% Reduce -0.8% 38,213 $10.4M
tru Independence LLC 2.62% Reduce -0.3% 38,206 $10.4M
Morling Financial Advisors, LLC 3.27% Reduce -6.3% 38,195 $10.4M
Matauro, LLC 1.56% Add +2.4% 38,166 $10.4M
Greenberg Financial Group 4.27% — 38,135 $10.4M
Rydar Equities, Inc. 8.07% Reduce -1.5% 38,102 $10.4M
Weaver Capital Management LLC 2.19% Add +8.4% 38,064 $10.3M
Quattro Advisors LLC 8.27% — 38,033 $10.3M
NewSquare Capital LLC 0.91% Reduce -29.6% 38,032 $10.3M
Rodgers Brothers Inc. 1.24% Reduce -3.9% 38,000 $10.3M
Cowa, LLC 3.14% Add +3.0% 37,984 $10.3M
DT Investment Partners, LLC 0.85% Add +2.5% 37,984 $10.3M
Beacon Investment Advisors LLC 4.14% Reduce -0.1% 37,971 $10.3M
LifeWealth Investments, LLC 3.27% Add +1.7% 37,937 $10.3M
Provenance Wealth Advisors, LLC 1.14% Reduce -9.8% 37,829 $10.3M
Creekside Partners 4.35% Add +0.3% 37,819 $10.3M
Keynote Financial Services LLC 5.80% Reduce -3.5% 37,817 $10.3M
Merrion Investment Management Co, LLC 5.53% No change 37,797 $10.3M
Modus Advisors, LLC 2.71% Reduce -17.8% 37,785 $10.3M
Cairn Investment Group, Inc. 4.87% Add +0.1% 37,780 $10.3M
PW Nova Financial Services LLC 3.89% — 37,890 $10.3M
Centerline Wealth Advisors, LLC 3.72% Reduce -9.7% 37,753 $10.3M
Boxwood Ventures, Inc. 10.33% No change 37,745 $10.3M
NavPoint Financial, Inc. 4.38% Add +8.0% 37,727 $10.3M
Encompass Wealth Advisors, LLC 3.49% Reduce -1.8% 37,685 $10.2M
Cambridge Advisors Inc. 1.95% Reduce -0.4% 37,679 $10.2M
Transatlantique Private Wealth LLC 3.21% Reduce -0.7% 37,660 $10.2M
Innovative Advisory Group, LLC 6.72% Reduce -0.3% 37,647 $10.2M
Pecaut & Co. 3.30% Add +3.6% 37,598 $10.2M
BCS Wealth Management 1.03% Add +106.2% 37,590 $10.2M
Garner Asset Management Corp 3.91% Add +2.9% 37,506 $10.2M
Pinnacle West Asset Management, Inc. 6.62% Reduce -1.7% 37,505 $10.2M
Granite Bay Wealth Management, LLC 2.47% Reduce -3.9% 37,487 $10.2M
Patron Partners, LLC 4.54% Reduce -3.2% 37,478 $10.2M
Lantern Wealth Advisors, LLC 5.41% Reduce -4.7% 37,451 $10.2M
William Allan Corp 5.76% Reduce -2.2% 37,362 $10.2M
New England Research & Management, Inc. 4.44% Reduce -0.4% 37,338 $10.2M
Orca Investment Management, LLC 7.98% Reduce -0.4% 37,280 $10.1M
Granite Harbor Advisors, Inc. 4.28% Add +0.9% 37,275 $10.1M
Patrick M Sweeney & Associates, Inc. 6.33% Reduce -0.2% 37,249 $10.1M
Patriot Investment Management Group, Inc. 0.64% Reduce -1.3% 37,241 $10.1M
Piscataqua Savings Bank 7.10% Reduce -1.5% 37,189 $10.1M
1900 Wealth Management LLC 0.65% Add +21.2% 37,184 $10.1M
Intrepid Financial Planning Group LLC 3.84% Reduce -2.7% 37,136 $10.1M
Trinity Financial Advisors LLC 2.82% Reduce -1.7% 37,132 $10.1M
Next Level Private LLC 2.64% Reduce -0.5% 37,111 $10.1M
Capital Advisors, Ltd. LLC 1.14% Reduce -5.8% 37,088 $10.1M
Bull Street Advisors, LLC 4.68% Reduce -0.9% 37,066 $10.1M
Merrithew & Thorsten Inc 10.66% — 37,066 $10.1M
Eagle Strategies LLC 1.29% Reduce -2.8% 37,040 $10.1M
Niles Investment Management, LLC 8.37% — 37,028 $10.1M
TrustBank 4.19% — 36,971 $10.1M
Meridian Wealth Partners, LLC 1.38% Reduce -3.9% 36,956 $10.0M
Rahlfs Capital, LLC 7.80% Reduce -2.8% 36,920 $10.0M
US Asset Management LLC 8.19% Reduce -0.9% 36,916 $10.0M
Hollow Brook Wealth Management LLC 2.60% Reduce -12.8% 36,912 $10.0M
Alta Wealth Advisors LLC 3.34% Add +4.3% 36,784 $10.0M
Gilder Gagnon Howe & Co. LLC 0.11% Reduce -2.1% 36,743 $10.0M
Wayfinding Financial, LLC 4.23% Add +0.9% 36,740 $10.0M
Matisse Capital 4.47% Reduce -4.4% 36,722 $10.0M
Aua Capital Management, LLC 5.01% Add +98.6% 36,713 $10.0M
Baron Wealth Management LLC 3.07% Add +2.5% 36,675 $10.0M
Ashton Thomas Securities, LLC 1.89% Reduce -1.2% 36,667 $10.0M
Acorns Advisers, LLC 0.07% Add +3.5% 36,658 $10.0M
Old Port Advisors 2.45% Add +7.3% 36,648 $10.0M
Lighthouse Financial Services Inc. 2.29% — 36,614 $10.0M
Clarus Group, Inc. 3.58% Reduce -4.2% 36,577 $9.9M
Bcwm, LLC 2.97% Add +0.1% 36,543 $9.9M
Leelyn Smith, LLC 1.44% Reduce -1.4% 36,540 $9.9M
Corus Family Wealth Advisors 7.92% Reduce -23.2% 36,500 $9.9M
Boltwood Capital Management 2.57% Reduce -0.1% 36,374 $9.9M
E Fund Management (Hong Kong) Co., Ltd. 3.32% Add +48.5% 36,621 $9.9M
Sunbeam Capital Management, LLC 5.85% Reduce -1.2% 36,321 $9.9M
Xena Financial Planning, LLC 11.58% — 36,284 $9.9M
Wrapmanager Inc. 3.33% Reduce -11.2% 36,263 $9.9M
Rockbridge Asset Management LLC 5.96% Reduce -1.5% 36,175 $9.8M
Silvia McColl Wealth Management, LLC 6.53% Reduce -0.5% 36,146 $9.8M
Ritter Daniher Financial Advisory LLC / DE 1.65% Reduce -1.0% 36,136 $9.8M
CMG Global Holdings, LLC 4.36% Add +8.4% 35,519 $9.8M
First United Bank & Trust 3.13% Reduce -3.0% 36,111 $9.8M
Grey Ledge Advisors, LLC 2.22% Reduce -18.2% 36,066 $9.8M
Altura Wealth Advisors Inc. 4.21% Add +10.8% 35,972 $9.8M
McAlister, Sweet & Associates, Inc. 7.42% Reduce -7.6% 35,960 $9.8M
Woodard & Co. Asset Management Group Inc. 1.55% Reduce -1.3% 35,926 $9.8M
Cornerstone Planning, LLC 2.27% — 35,938 $9.8M
Studio Investment Management LLC 1.78% Reduce -0.3% 35,897 $9.8M
Congress Park Capital LLC 2.91% Reduce -1.3% 35,836 $9.7M
McHugh Group, LLC 5.60% No change 35,809 $9.7M
Asahi Life Asset Management Co., LTD. 5.43% Reduce -3.2% 35,801 $9.7M
Rothschild Wealth LLC 0.93% Add +21.9% 35,785 $9.7M
Spirit of America Management Corp. 2.06% Reduce -0.3% 35,782 $9.7M
NRI Wealth Management LC 4.96% Reduce -0.3% 35,759 $9.7M
Mainstream Capital Management LLC 6.36% Reduce -1.1% 35,740 $9.7M
Pinnacle Bancorp, Inc. 2.84% Add +4.5% 35,585 $9.7M
Tempus Wealth Planning, LLC 2.21% Reduce -0.4% 35,514 $9.7M
New World Advisors LLC 1.65% Add +5.7% 35,504 $9.7M
BigSur Wealth Management LLC 2.34% Add +0.0% 35,458 $9.6M
Gratus Wealth Advisors, LLC 1.34% Reduce -0.5% 35,440 $9.6M
V. M. Manning & Co., Inc. 9.70% Reduce -32.5% 35,358 $9.6M
waypoint wealth counsel 3.52% Add +2.3% 35,322 $9.6M
Investment Partners, LTD. 3.36% Reduce -2.0% 35,315 $9.6M
Black Diamond Financial, LLC 1.01% Add +12.5% 35,298 $9.6M
FPC Investment Advisory, Inc. 5.25% Reduce -0.7% 35,223 $9.6M
Investment Partners Asset Management, Inc. 5.95% Reduce -0.9% 35,183 $9.6M
Hudock, Inc. 1.41% Reduce -0.0% 35,145 $9.6M
Strategic Advocates LLC 2.44% Reduce -2.9% 34,922 $9.5M
Burton Enright Welch 1.34% Reduce -0.2% 35,077 $9.5M
E-Wealth Partners, LLC 8.00% — 35,046 $9.5M
QTR Family Wealth, LLC 4.19% Add +4.6% 34,804 $9.5M
Beacon Financial Advisory LLC 2.21% Reduce -14.6% 35,036 $9.5M
Landmark Wealth Management, Inc. 3.59% Reduce -2.6% 35,013 $9.5M
Goodman Advisory Group, LLC 2.34% Add +12.3% 35,005 $9.5M
Harfst & Associates, Inc. 1.72% Reduce -1.9% 35,005 $9.5M
Gendell Jeffrey L 0.17% No change 35,000 $9.5M
Paradiem, LLC 2.27% No change 34,976 $9.5M
Copos Capital B.V. 6.63% — 34,928 $9.5M
Darden Wealth Group Inc 4.61% Add +0.4% 34,876 $9.5M
Essex Investment Management Co. LLC 1.45% Reduce -3.8% 34,868 $9.5M
Eos Management, L.P. 3.71% No change 34,829 $9.5M
MADDEN SECURITIES Corp 2.89% Add +5.4% 34,825 $9.5M
Wealth Preservation Advisors, LLC 4.76% Reduce -5.5% 34,771 $9.5M
Altman Advisors, Inc. 3.56% Reduce -0.9% 34,728 $9.4M
RWQ Financial Management Services, Inc. 4.34% Reduce -66.7% 34,726 $9.4M
Hager Investment Management Services, LLC 5.14% Reduce -4.0% 34,668 $9.4M
Hamilton Capital, LLC 0.47% — 34,662 $9.4M
Cambridge Financial Group, Inc. 3.60% Reduce -2.3% 34,639 $9.4M
Elmwood Wealth Management, Inc. 2.97% Add +33.8% 34,638 $9.4M
Cathy Pareto & Associates, Inc. 6.53% Reduce -1.0% 34,629 $9.4M
Hilltop Partners LLC 2.43% Add +1.4% 34,626 $9.4M
Cora Capital Advisors LLC 3.66% Add +1.0% 34,600 $9.4M
Trueblood Wealth Management, LLC 3.67% Reduce -2.6% 34,590 $9.4M
Claris Financial LLC 5.00% Reduce -1.5% 34,578 $9.4M
Montz Harcus Wealth Management LLC 3.81% Reduce -1.8% 34,577 $9.4M
STF Management LP 8.82% Reduce -60.8% 34,570 $9.4M
Asset Advisors Investment Management, LLC 0.87% No change 34,538 $9.4M
Thurston, Springer, Miller, Herd & Titak, Inc. 3.29% Add +246.7% 34,517 $9.4M
Columbus Macro, LLC 1.03% Add +0.2% 34,512 $9.4M
Ayrshire Capital Management LLC 4.30% Reduce -14.9% 34,496 $9.4M
Shoker Investment Counsel, Inc. 2.75% Reduce -2.6% 34,486 $9.4M
Jacobsen Capital Management 3.06% Reduce -1.5% 34,460 $9.4M
Select Asset Management & Trust 2.91% Reduce -0.5% 34,413 $9.4M
Cresta Advisors, Ltd. 3.92% Reduce -0.3% 34,408 $9.4M
Advus Financial Partners, LLC 2.27% Reduce -6.9% 34,399 $9.4M
Vines Capital Management, LLC 9.11% — 34,381 $9.3M
VUB Generali dochodkova spravcovska spolocnost, a.s. 7.15% — 34,371 $9.3M
AMJ Financial Wealth Management 2.24% Add +515.9% 34,330 $9.3M
William Mack & Associates, Inc. 4.39% Reduce -7.5% 34,322 $9.3M
Sky Investment Group LLC 1.58% Add +3.6% 34,304 $9.3M
Steel Grove Capital Advisors, LLC 0.97% Add +17.0% 34,277 $9.3M
Veracity Capital LLC 2.76% Add +3.4% 34,275 $9.3M
Cape Ann Savings Bank 4.78% Reduce -0.3% 34,269 $9.3M
Lantz Financial LLC 1.97% Add +0.1% 34,260 $9.3M
Marion Wealth Management 2.07% Reduce -0.7% 37,519 $9.3M
Commons Capital, LLC 6.54% Add +10.3% 34,208 $9.3M
WT Wealth Management 2.67% Reduce -18.5% 34,202 $9.3M
Shum Financial Group, Inc. 6.70% Reduce -3.1% 34,199 $9.3M
Abel Hall, LLC 2.17% Add +90.8% 34,175 $9.3M
Portland Global Advisors LLC 1.00% Reduce -1.8% 34,127 $9.3M
Cantor Fitzgerald, L. P. 0.28% Reduce -54.0% 34,123 $9.3M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 3.51% Reduce -22.6% 34,100 $9.3M
North Growth Management Ltd. 1.45% No change 34,000 $9.3M
Mayport, LLC 1.87% Add +21.7% 34,089 $9.3M
Pensionfund Sabic 2.51% Reduce -2.0% 34,080 $9.3M
Summit Place Financial Advisors, LLC 4.48% Reduce -3.9% 34,058 $9.3M
American Trust Investment Advisors, LLC 4.95% Add +0.5% 34,042 $9.3M
Founders Grove Wealth Partners, LLC 2.08% Add +7.4% 33,999 $9.2M
Retirement Planning Co of New England, Inc. 3.70% Reduce -3.3% 33,942 $9.2M
Schneider Downs Wealth Management Advisors, LP 1.04% Add +17.4% 33,936 $9.2M
Integrated Quantitative Investments LLC 1.98% Add +88.1% 33,922 $9.2M
Green Ridge Wealth Planning LLC 4.72% — 33,921 $9.2M
Sienna Gestion 0.56% Add +24.1% 33,921 $9.2M
Kennebec Savings Bank 7.95% Reduce -1.0% 33,851 $9.2M
Kingsman Wealth Management, Inc. 4.98% Add +9.2% 33,846 $9.2M
Yarger Wealth Strategies, LLC 3.95% Reduce -8.0% 33,824 $9.2M
Planning Center, Inc. 0.94% Reduce -1.3% 33,798 $9.2M
Alcosta Capital Management, Inc. 5.78% Reduce -5.0% 33,785 $9.2M
Seelaus Asset Management LLC 7.41% Reduce -1.0% 33,784 $9.2M
Arta Finance Wealth Management LLC 4.68% — 33,762 $9.2M
Centennial Wealth Advisory LLC 2.43% Add +3.0% 33,760 $9.2M
Chaney Capital Management, Inc. 3.17% Reduce -2.3% 33,751 $9.2M
Colorado Capital Management, Inc. 3.44% Reduce -2.7% 33,726 $9.2M
Lifeworks Advisors, LLC 1.19% Reduce -5.0% 33,702 $9.2M
Wilson & Boucher Capital Management, LLC 6.01% Reduce -1.4% 33,686 $9.2M
Elefante Mark B 5.61% Add +0.1% 33,650 $9.1M
Monument Capital Management 2.28% Add +1.2% 33,643 $9.1M
Orser Capital Management, LLC 5.17% Reduce -0.7% 33,639 $9.1M
LCNB Corp. 3.06% Add +5.0% 33,636 $9.1M
Vigilare Wealth Management 3.07% Add +2.7% 33,618 $9.1M
Whelan Financial 2.85% Reduce -3.2% 33,560 $9.1M
Orleans Capital Management Corp. 5.67% Reduce -6.5% 33,556 $9.1M
Asset Management Advisors, LLC 5.51% Reduce -0.1% 33,513 $9.1M
BW Gestao de Investimentos Ltda. 0.32% Add +320.1% 33,466 $9.1M
Strategies Wealth Advisors, LLC 0.91% Add +5.3% 33,429 $9.1M
Castlefield Investment Partners LLP 7.00% — 33,390 $9.1M
Factor Wealth Management LTD 1.96% Add +21.1% 33,389 $9.1M
Wealthspire Retirement, LLC 0.55% Reduce -0.1% 33,389 $9.1M
Towercrest Capital Management 1.43% Reduce -2.0% 33,354 $9.1M
Phoenix Wealth Advisors 3.49% Reduce -1.1% 33,350 $9.1M
Resurgent Financial Advisors LLC 4.55% Reduce -11.0% 33,293 $9.1M
Curated Wealth Partners LLC 0.98% Reduce -25.8% 33,209 $9.0M
Essex LLC 1.60% Reduce -1.9% 33,173 $9.0M
Noesis Capital Mangement Corp. 1.31% Reduce -0.8% 33,169 $9.0M
Meridian Financial Partners LLC 3.57% Add +4.7% 36,404 $9.0M
Choice Wealth Advisors LLC 3.55% Reduce -2.1% 33,043 $9.0M
TritonPoint Partners, LLC 4.79% — 33,033 $9.0M
Aspire Private Capital, LLC 2.00% Add +2.4% 33,003 $9.0M
Mfa Wealth Advisors, LLC 1.89% Reduce -1.2% 32,879 $8.9M
Pitcairn Wealth Advisors LLC 0.80% — 32,868 $8.9M
Berman McAleer LLC 1.22% Reduce -5.3% 32,850 $8.9M
Harbour Investment Management LLC 4.72% Reduce -27.6% 32,740 $8.9M
Rovin Capital /Ut/ 2.36% Reduce -2.9% 32,725 $8.9M
Brio Consultants, LLC 1.16% Reduce -1.0% 32,701 $8.9M
Godshalk Welsh Capital Management, Inc. 5.07% Reduce -2.0% 32,667 $8.9M
JBR Co Financial Management Inc 3.72% Reduce -2.2% 32,655 $8.9M
Cheviot Value Management, LLC 0.87% Reduce -5.5% 34,616 $8.9M
2UniFi Bank 4.21% Add +0.2% 32,625 $8.9M
Blue Square Asset Management, LLC 3.94% Add +15.3% 32,612 $8.9M
Aft, Forsyth & Sober, LLC 2.68% No change 32,600 $8.9M
Jericho Financial, LLP 5.33% Reduce -0.3% 32,566 $8.9M
Betterment LLC 0.02% Add +8.3% 32,566 $8.9M
Ponta Wealth Partners, LLC 8.25% — 32,556 $8.9M
Twin Focus Capital Partners, LLC 1.02% Reduce -3.8% 32,532 $8.8M
Ascentis Wealth Management, LLC 2.26% Reduce -1.3% 32,510 $8.8M
Opus Investment Management Inc. 5.36% No change 32,400 $8.8M
Cambria Investment Management, L.P. 0.51% Reduce -11.5% 32,346 $8.8M
Howard Wealth Management, LLC 3.84% Reduce -1.1% 32,341 $8.8M
Shaker Investments LLC 3.66% Add +66.8% 32,318 $8.8M
Dempze Nancy E 4.57% Add +0.6% 32,298 $8.8M
Wealth Analytics Partners, LLC 3.44% — 32,277 $8.8M
Clarion Wealth Managment Partners, LLC 8.12% Add +0.1% 32,275 $8.8M
Smith Shellnut Wilson LLC 3.35% Reduce -7.6% 32,175 $8.7M
Coastwise Capital Group, LLC 4.51% Reduce -2.0% 32,160 $8.7M
1 North Wealth Services LLC 3.07% Reduce -1.1% 32,130 $8.7M
Old North State Wealth Management, LLC 4.10% Add +1.9% 32,040 $8.7M
Stableford Capital II LLC 3.15% Add +67.0% 32,106 $8.7M
Legacy Financial Strategies, LLC 1.54% Add +0.7% 32,087 $8.7M
Arbor Trust Wealth Advisors, LLC 3.81% Reduce -2.5% 32,080 $8.7M
Insight Inv LLC 4.89% Add +1.9% 32,061 $8.7M
CVFG LLC 5.98% Add +0.0% 32,059 $8.7M
Constitution Capital LLC 4.12% Reduce -0.6% 32,058 $8.7M
Convergence Investment Partners, LLC 1.73% Reduce -15.4% 32,047 $8.7M
Focused Alpha, LLC 2.56% — 32,013 $8.7M
Center for Financial Planning, Inc. 0.91% Reduce -0.5% 32,000 $8.7M
Grace & Mercy Foundation, Inc. 1.96% Reduce -36.6% 31,900 $8.7M
Fingerlakes Wealth Management, Inc. 5.51% Reduce -0.8% 31,897 $8.7M
Cantor Fitzgerald Investment Advisors L.P. 0.64% Reduce -4.9% 31,871 $8.7M
Riverbridge Partners LLC 0.16% Reduce -0.5% 31,843 $8.7M
Crown Wealth Group, LLC 2.42% Add +8.2% 31,829 $8.7M
Dodge & Cox 0.00% Add +1.6% 31,807 $8.6M
Eley Financial Management, Inc 3.10% Reduce -0.8% 31,787 $8.6M
Corsicana & Co. 4.85% Add +1.6% 31,777 $8.6M
Arsenal Capital Advisors LLC 6.10% — 31,767 $8.6M
Acima Private Wealth, LLC 2.68% Reduce -0.8% 31,767 $8.6M
Argyle Capital Partners, LLC 6.31% Reduce -3.5% 31,766 $8.6M
Granite Islands Private Wealth, LLC 7.95% — 31,949 $8.6M
JM2 Capital Inc. 6.94% — 31,754 $8.6M
Astoria Portfolio Advisors LLC. 1.96% Reduce -4.0% 32,416 $8.6M
Grant Private Wealth Management Inc 5.21% Reduce -1.2% 31,734 $8.6M
Delta Capital Management LLC 4.90% Reduce -6.5% 31,709 $8.6M
Spectrum Wealth Advisory Group, LLC 3.17% Reduce -5.4% 31,698 $8.6M
Elite Wealth Management, Inc. 2.34% Reduce -46.5% 31,670 $8.6M
Haven Private, LLC 3.76% Reduce -0.6% 31,620 $8.6M
Security National Bank of Sioux City Iowa 5.52% Add +1.2% 31,610 $8.6M
Vaughan David Investments LLC 0.19% Add +9.1% 31,584 $8.6M
Enclave Advisors LLC 1.22% Reduce -1.8% 31,558 $8.6M
Bulltick Wealth Management, LLC 1.82% Reduce -2.1% 31,553 $8.6M
Saranac Partners Ltd 3.36% Add +4.5% 31,501 $8.6M
Norris Financial Group, LLC 2.91% Reduce -3.1% 31,531 $8.6M
Advance Capital Management, Inc. 0.36% Reduce -2.3% 31,526 $8.6M
Fearless Solutions, LLC dba Best Invest 5.19% Reduce -1.0% 31,520 $8.6M
TMB Capital Partners, LLC 2.93% — 31,511 $8.6M
Kelly Financial Group LLC 2.18% Reduce -0.2% 31,498 $8.6M
Pursue Wealth Partners LLC 4.16% Add +58.6% 31,467 $8.6M
Wynn Capital, LLC 4.15% Reduce -5.0% 31,447 $8.5M
Byrne Asset Management LLC 4.79% Reduce -4.9% 31,431 $8.5M
Town & Country Bank & Trust CO dba First Bankers Trust CO 2.87% Reduce -2.4% 31,422 $8.5M
Compass Capital Corp. /Ma/ 3.28% Reduce -0.0% 31,167 $8.5M
BostonPremier Wealth LLC 4.37% Reduce -5.8% 31,392 $8.5M
Forty-three Eighteen Advisors, LLC 6.63% — 31,373 $8.5M
Morse Asset Management, Inc 1.72% Add +9.3% 31,335 $8.5M
Altus Wealth Group LLC 3.40% Reduce -1.1% 31,311 $8.5M
LWM Advisory Services, LLC 4.98% Add +4.2% 31,290 $8.5M
Petros Family Wealth, LLC 5.66% Add +41.3% 31,291 $8.5M
BOS Asset Management, LLC 2.29% Reduce -0.3% 31,277 $8.5M
Retirement Solution LLC 1.88% Add +275.8% 31,210 $8.5M
Midwest Financial Group LLC 3.75% Reduce -1.1% 31,210 $8.5M
Denver Wealth Management, Inc. 3.01% Reduce -0.4% 31,203 $8.5M
Fonville Wealth Management LLC 1.73% Add +4.0% 31,201 $8.5M
Lodestone Wealth Management LLC 3.45% Reduce -5.9% 31,128 $8.5M
Paul R. Ried Financial Group, LLC 3.99% Reduce -17.5% 31,085 $8.5M
Counterweight Ventures, LLC 4.74% Reduce -1.1% 31,082 $8.4M
American Financial Advisors, LLC 1.09% Reduce -1.6% 31,071 $8.4M
Dunhill Financial, LLC 2.66% Add +11.0% 30,784 $8.4M
EULAV Asset Management 0.23% Reduce -6.0% 31,039 $8.4M
Investment Advisory Group, LLC 2.17% Reduce -3.0% 31,028 $8.4M
Asset Planning,Inc 5.93% Reduce -1.1% 31,023 $8.4M
Pacific Center for Financial Services 2.15% No change 33,109 $8.4M
Pacific Sage Partners, LLC 1.34% Add +0.8% 31,010 $8.4M
Kintra Wealth, LLC 1.17% Add +64.5% 30,969 $8.4M
NorthStar Asset Management LLC 3.78% Add +0.5% 30,937 $8.4M
Integrity Financial Corp 4.26% Reduce -6.7% 30,918 $8.4M
Values Added Financial LLC 3.55% Add +0.9% 30,914 $8.4M
Spartan Planning & Wealth Management 6.19% Add +7.0% 30,874 $8.4M
Horizon Investment Services, LLC 3.02% Reduce -0.7% 30,851 $8.4M
Private Wealth Management Group, LLC 2.24% Reduce -13.4% 30,838 $8.4M
LFG Wealth Partners, LLC 5.33% — 30,775 $8.4M
Vision Financial Markets LLC 8.54% Reduce -2.2% 30,760 $8.4M
North Dallas Bank & Trust Co. 5.45% — 30,754 $8.4M
Quantbot Technologies LP 0.28% Add +49.7% 30,741 $8.4M
Allred Capital Management, LLC 3.02% Reduce -1.8% 30,715 $8.4M
Benchmark Financial Wealth Advisors, LLC 2.39% Add +2.3% 30,676 $8.3M
Westfuller Advisors, LLC 3.36% Reduce -0.6% 30,560 $8.3M
River Street Advisors LLC 3.11% Reduce -2.5% 30,552 $8.3M
Signet Investment Advisory Group, Inc. 3.85% Add +2.3% 30,501 $8.3M
Elevation Wealth Partners, LLC 2.93% Reduce -7.8% 30,461 $8.3M
Alesco Advisors, LLC, An ESL Co 0.21% Reduce -0.3% 30,459 $8.3M
Buckland Partners Management Co LLC 4.58% — 30,400 $8.3M
Alpha Advisors, LLC 6.37% Reduce -3.8% 30,400 $8.3M
Shepherd Kaplan Krochuk, LLC 6.82% Add +0.1% 30,392 $8.3M
SBI Okasan Asset Management Co.Ltd. 0.46% — 30,170 $8.3M
Kentucky Trust Co 4.37% Reduce -1.1% 30,334 $8.2M
Front Street Capital Management, Inc. 1.17% Reduce -0.7% 30,279 $8.2M
Sensible Money, LLC 2.63% Reduce -1.4% 30,271 $8.2M
Etesian Wealth Advisors, Inc. 2.58% Reduce -2.2% 30,251 $8.2M
Diversified Portfolios, Inc. 0.68% Add +25.3% 30,249 $8.2M
Per Stirling Capital Management, LLC. 0.92% Reduce -6.1% 30,225 $8.2M
Mosley Wealth Management 3.76% — 31,823 $8.2M
Kingstone Capital Partners Texas, LLC 4.78% Add +0.4% 30,158 $8.2M
Foguth Wealth Management, LLC. 1.27% — 30,252 $8.2M
Winthrop Partners - WNY, LLC 4.41% — 30,140 $8.2M
Tilia Fiduciary Partners, Inc. 4.52% Add +0.8% 30,127 $8.2M
Rockbridge Investment Management, LCC 0.76% Add +9.1% 30,121 $8.2M
Greenup Street Wealth Management LLC 1.18% Add +36.8% 30,113 $8.2M
Edge Financial Advisors LLC 3.44% Add +0.0% 30,067 $8.2M
AXA S.A. 3.86% Reduce -9.5% 30,048 $8.2M
Beaton Management Co. Inc. 3.60% Reduce -1.3% 30,032 $8.2M
One Charles Private Wealth Services, LLC 2.11% Reduce -2.3% 30,006 $8.2M
JNBA Financial Advisors 0.71% Reduce -1.4% 30,000 $8.2M
Archer Investment Corp 1.84% Add +1.4% 29,994 $8.2M
Ruggiero Investments, Inc. 7.35% — 29,964 $8.1M
Tiller Private Wealth, Inc. 2.90% Reduce -15.2% 29,956 $8.1M
Provident Trust Co. 0.14% Add +0.6% 29,951 $8.1M
Farrell Financial LLC 4.80% Reduce -1.1% 29,947 $8.1M
Beacon Harbor Wealth Advisors, Inc. 1.80% Add +351.7% 29,931 $8.1M
Great Waters Wealth Management 0.89% Reduce -0.2% 29,919 $8.1M
Bowman & Co S.C. 3.44% Reduce -0.8% 29,887 $8.1M
Comprehensive Financial Planning, Inc. 5.37% Add +2.1% 29,883 $8.1M
Stoneridge Investment Partners LLC 5.65% Reduce -6.2% 29,868 $8.1M
Blueprint Financial Advisors LLC 1.24% Add +5.5% 29,801 $8.1M
Cypress Capital, LLC 2.27% Add +4.5% 29,791 $8.1M
ELCO Management Co., LLC 5.10% Add +3.1% 29,759 $8.1M
Arnhold LLC 0.61% Reduce -12.0% 29,724 $8.1M
Sentinel Pension Advisors, LLC 1.24% Add +6.6% 29,722 $8.1M
Financial Plan, Inc. 0.93% — 29,698 $8.1M
Hudson Capital Management LLC 2.09% Reduce -1.3% 29,695 $8.1M
Wagner Wealth Management, LLC 1.72% Add +11.8% 29,689 $8.1M
Mitchell & Pahl Private Wealth, LLC 3.35% Reduce -1.1% 29,672 $8.1M
Occudo Quantitative Strategies LP 0.54% Add +34.4% 29,669 $8.1M
Bluedoor Private Wealth, LLC 3.72% — 29,666 $8.1M
Advanced Asset Management Advisors Inc 2.20% Reduce -39.8% 29,662 $8.1M
Kessler Investment Group, LLC 3.39% Add +1.2% 29,613 $8.1M
Gallagher Capital Advisors, LLC 5.20% Reduce -2.0% 29,606 $8.0M
Forbes Financial Planning, Inc. 4.70% New 29,578 $8.0M
PSI Advisors, LLC 2.02% Reduce -16.0% 29,572 $8.0M
Peck Wealth Management, LLC 7.59% Reduce -0.7% 29,524 $8.0M
Wealthedge Investment Advisors, LLC 2.97% Add +16.6% 29,488 $8.0M
Quartz Partners, LLC 2.98% Reduce -17.5% 29,480 $8.0M
Xxi Wealth, LLC 4.87% — 29,474 $8.0M
Clark Financial Services Group Inc. 4.26% Reduce -7.7% 29,959 $8.0M
Tobam 1.97% Add +1033.0% 29,446 $8.0M
WD Rutherford LLC 3.35% Reduce -0.2% 29,439 $8.0M
Transcendent Capital Group LLC 3.62% Reduce -4.3% 29,408 $8.0M
RiverPark Advisors, LLC 4.12% Reduce -9.8% 29,327 $8.0M
Pettee Investors, Inc. 4.47% Reduce -0.2% 29,302 $8.0M
Ballast Rock Private Wealth LLC 4.98% — 29,299 $8.0M
Pps&v Asset Management Consultants, Inc. 4.62% Reduce -14.1% 29,294 $8.0M
Crew Capital Management, Ltd 5.02% Add +1.3% 29,289 $8.0M
Schear Investment Advisers, LLC 3.41% Add +0.1% 29,187 $7.9M
Morey & Quinn Wealth Partners, LLC 5.69% Add +0.3% 29,141 $7.9M
Shira Ridge Wealth Management 3.18% Reduce -4.4% 29,128 $7.9M
Maia Wealth LLC 1.35% Reduce -7.8% 30,159 $7.9M
Exchange Bank 5.46% Add +2.6% 29,034 $7.9M
Hengehold Capital Management LLC 0.66% Add +0.6% 29,029 $7.9M
Home Federal Bank of Tennessee 2.05% Add +0.7% 29,026 $7.9M
Symphony Financial Services, Inc. 4.04% Reduce -1.3% 29,018 $7.9M
Mitsubishi UFJ Asset Management (UK) Ltd. 3.84% Reduce -14.7% 29,000 $7.9M
Palmer Knight Co 4.13% Reduce -23.3% 28,981 $7.9M
Anchor Capital Advisors LLC 0.23% Reduce -2.9% 28,964 $7.9M
Leslie Global Wealth, LLC 3.54% Add +0.5% 28,958 $7.9M
Accel Wealth Management 2.15% Reduce -0.5% 28,958 $7.9M
Hixon Zuercher, LLC 2.38% Reduce -18.1% 28,899 $7.9M
Tarbox Family Office, Inc. 1.26% Reduce -11.7% 28,893 $7.9M
PCA Investment Advisory Services Inc. 2.74% Add +0.3% 28,877 $7.9M
Seascape Capital Management 2.23% Reduce -3.3% 28,862 $7.8M
Syntax Research, Inc. 4.83% Add +0.0% 28,826 $7.8M
Five Oceans Advisors 2.77% Add +0.4% 28,818 $7.8M
Auxier Asset Management LLC 1.10% Reduce -0.5% 28,809 $7.8M
Avantra Family Wealth, Inc. 5.68% Add +1.4% 28,803 $7.8M
Boyd Watterson Asset Management LLC 2.26% Reduce -2.3% 28,789 $7.8M
Western Pacific Wealth Management, LP 7.58% Reduce -20.9% 28,784 $7.8M
Prudent Man Advisors, LLC 2.85% Reduce -1.7% 28,290 $7.8M
Barrier Capital Management, LLC 5.74% New 28,700 $7.8M
Opal Capital LLC 1.95% — 28,419 $7.8M
Raelipskie Partnership 3.27% Add +12.1% 28,650 $7.8M
Osprey Private Wealth LLC 2.24% Add +55.1% 28,633 $7.8M
Boit C F David 3.36% No change 30,002 $7.8M
Christine Messmer PC 5.07% — 28,619 $7.8M
Total Investment Management Inc. 1.00% Add +0.5% 28,614 $7.8M
Colton Groome Financial Advisors, LLC 2.23% Add +5.4% 28,604 $7.8M
Mayfair Advisory Group, LLC 3.02% Reduce -0.9% 28,676 $7.8M
EdgeRock Capital LLC 2.07% Add +6.0% 28,580 $7.8M
Farrow Financial, Inc. 4.46% Reduce -22.3% 28,579 $7.8M
Grey Fox Wealth Advisors, LLC 1.59% Reduce -5.6% 28,551 $7.8M
Firethorn Wealth Partners, LLC 2.90% Reduce -0.8% 28,501 $7.7M
First County Bank 4.08% Reduce -2.6% 28,462 $7.7M
Oxinas Partners, LLC 3.72% Reduce -2.9% 28,455 $7.7M
Comprehensive Financial Consultants Institutional, Inc. 2.33% Reduce -5.5% 28,395 $7.7M
MGB Wealth Management, LLC 2.21% Add +0.7% 28,373 $7.7M
Plotkin Financial Advisors, LLC 3.76% Reduce -0.3% 28,371 $7.7M
Ceera Investments, LLC 2.98% Reduce -7.5% 28,353 $7.7M
Next Capital Management LLC 2.47% Add +2.3% 28,346 $7.7M
Fiducient Advisors LLC 0.96% Add +23.5% 28,344 $7.7M
Redwood Family Wealth LLC 7.61% — 28,334 $7.7M
Headinvest, LLC 1.53% Add +25.1% 28,307 $7.7M
Chesapeake Asset Management LLC 6.38% Reduce -2.6% 28,290 $7.7M
Baker Tilly Wealth Management, LLC 1.89% Add +9.0% 28,275 $7.7M
Pin Oak Investment Advisors Inc. 5.39% Reduce -3.5% 27,636 $7.7M
Windsor Capital Management, LLC 2.25% Reduce -2.5% 28,252 $7.7M
Great Diamond Partners, LLC 1.48% Reduce -1.9% 28,251 $7.7M
U S Wealth Group, Llc. 5.06% Reduce -0.6% 28,246 $7.7M
Alliance Wealth Management Group 1.68% Reduce -2.4% 28,230 $7.7M
44 Wealth Management LLC 2.58% Reduce -0.3% 28,228 $7.7M
Collaborative Wealth Managment Inc. 2.70% Add +20.5% 28,223 $7.7M
Long Run Wealth Advisors, LLC 1.45% Reduce -0.0% 28,220 $7.7M
Wiregrass Investment Management LLC 6.41% — 28,218 $7.7M
Blue Bell Private Wealth Management, LLC 1.12% Add +3.1% 28,188 $7.7M
Stamos Capital Partners, L.P. 1.23% Add +3.6% 28,158 $7.7M
Second Line Capital, LLC 1.57% Add +4.4% 28,137 $7.6M
Landaas & Co. /Wi 1.68% Reduce -1.1% 28,099 $7.6M
ODonnell Financial Services, LLC 2.61% Reduce -0.3% 28,086 $7.6M
Rf&l Wealth Management, LLC 4.27% Reduce -0.9% 28,019 $7.6M
Hourglass Capital, LLC 1.64% Reduce -0.7% 27,982 $7.6M
Financial Strategies Group, Inc. 1.38% Add +1.6% 28,991 $7.6M
Socorro Asset Management LP 3.06% Reduce -10.1% 27,922 $7.6M
BlackDiamond Wealth Management, LLC 3.70% Add +16.1% 27,625 $7.6M
Townsend Asset Management Corp. /NC/ 2.67% Reduce -9.3% 27,855 $7.6M
Range Advisory, LLC 1.95% — 27,779 $7.6M
Cascade Investment Group, Inc. 5.04% Reduce -1.6% 27,776 $7.6M
Clarus Wealth Advisors 3.13% Reduce -4.5% 28,908 $7.5M
Palacios Wealth Management, LLC 5.78% Reduce -5.8% 27,753 $7.5M
49 Wealth Management, LLC 0.61% Reduce -90.7% 27,733 $7.5M
South Plains Financial, Inc. 4.48% Add +3.8% 27,711 $7.5M
W.H. Cornerstone Investments Inc. 4.54% Reduce -1.8% 27,704 $7.5M
LifeSteps Financial, Inc. 4.82% Reduce -9.9% 27,692 $7.5M
Evelyn Partners Investment Management (Europe) Ltd 2.44% Reduce -3.2% 27,688 $7.5M
North Berkeley Wealth Management, LLC 4.44% Add +0.9% 27,676 $7.5M
Baxter Bros Inc. 0.87% Add +1.5% 27,675 $7.5M
ICW Investment Advisors LLC 2.74% Add +0.6% 27,671 $7.5M
Widmann Financial Services, Inc. 4.60% Reduce -4.0% 27,647 $7.5M
Reflection Asset Management 5.33% — 27,600 $7.5M
Virtue Asset Management LLC 6.10% Add +4.0% 27,591 $7.5M
Farnam Financial LLC 5.64% Add +0.8% 27,587 $7.5M
Barrett & Company, Inc. 2.50% Reduce -2.3% 27,585 $7.5M
DWR Wealth Management, LLC 6.96% — 27,448 $7.5M
Westshore Wealth, LLC 2.48% Reduce -3.0% 27,558 $7.5M
Hoxton Planning & Management, LLC 2.24% Add +2.3% 27,548 $7.5M
Byrne Financial Freedom, LLC 3.43% Reduce -0.3% 27,499 $7.5M
Wealth Intelligence, LLC 3.71% — 27,488 $7.5M
Bank of Marin 5.17% Reduce -1.0% 27,469 $7.5M
Selective Wealth Management, Inc. 2.33% Add +10.8% 28,918 $7.5M
Advisor Resource Council 2.66% Add +854.0% 27,628 $7.5M
Petix & Botte Co 1.69% Reduce -5.4% 27,436 $7.5M
SFI Advisors, LLC 4.78% Reduce -0.2% 27,432 $7.5M
Retirement Capital Strategies 2.76% No change 27,409 $7.5M
Elser Financial Planning, Inc 5.38% Add +8.9% 27,352 $7.4M
Maridea Wealth Management LLC 1.12% Add +1.3% 27,348 $7.4M
Saba Capital Management, L.P. 0.25% New 27,345 $7.4M
Curran Financial Partners, LLC 1.41% Reduce -6.3% 27,337 $7.4M
Consolidated Portfolio Review Corp 0.64% Reduce -86.7% 27,305 $7.4M
Pine Ridge Advisers LLC 0.51% No change 27,305 $7.4M
Richardson Financial Services Inc. 2.40% Reduce -0.2% 27,307 $7.4M
Sykon Capital LLC 2.38% Add +7.7% 27,286 $7.4M
Advisortrust Partners, LLC 3.25% — 27,246 $7.4M
Investment Research Partners LLC 3.18% Add +3.5% 27,221 $7.4M
Well Done, LLC 1.11% Add +24.1% 27,219 $7.4M
Cranbrook Wealth Management, LLC 1.46% Reduce -1.9% 27,161 $7.4M
Figure 8 Investment Strategies LLC 6.57% Reduce -1.9% 27,157 $7.4M
Warwick Investment Management, Inc. 1.13% Add +2.7% 27,074 $7.4M
May Hill Capital, LLC 1.98% Add +4.7% 27,051 $7.4M
MWA Asset Management 4.10% Reduce -2.2% 27,046 $7.4M
NCM Capital Management, LLC 2.73% Reduce -0.2% 27,043 $7.4M
Ruggaard & Associates LLC 2.89% Reduce -16.2% 27,026 $7.3M
Catalina Capital Group, LLC 4.51% Reduce -10.5% 27,022 $7.3M
Rossby Financial, LCC 2.31% Add +2.8% 27,019 $7.3M
Quaker Wealth Management, LLC 2.33% Add +0.1% 27,012 $7.3M
Chapman Financial Group, LLC 4.99% Reduce -1.5% 26,959 $7.3M
Berkshire Money Management, Inc. 0.70% Add +12.5% 26,950 $7.3M
Blackstone Inc. 0.03% Add +194.3% 26,907 $7.3M
Bigelow Investment Advisors, LLC 2.86% Reduce -1.6% 26,901 $7.3M
Worth Financial Advisory Group, LLC 3.54% Add +1.8% 26,878 $7.3M
Doliver Advisors, LP 1.83% Add +3.1% 26,875 $7.3M
Griffith & Werner, Inc. 3.72% Reduce -0.9% 26,842 $7.3M
Nautilus Advisors LLC 4.76% Add +0.8% 26,811 $7.3M
OmniStar Financial Group, Inc. 4.27% Add +6.7% 26,795 $7.3M
WPWealth LLP 1.14% Add +4.0% 26,771 $7.3M
Magnolia Capital Management Ltd. 5.41% Reduce -1.5% 26,739 $7.3M
Tactive Advisors, LLC 2.13% Add +2.4% 26,832 $7.3M
Total Clarity Wealth Management, Inc. 1.76% Add +2.1% 26,723 $7.3M
Karani Asset Management LLC 6.37% Add +0.6% 26,715 $7.3M
Summit Securities Group LLC 1.30% Reduce -77.1% 26,708 $7.3M
M. Kraus & Co 2.03% No change 26,704 $7.3M
BCS Private Wealth Management, Inc. 2.48% Reduce -1.0% 26,703 $7.3M
Pinkerton Wealth, LLC 0.74% Reduce -13.1% 26,696 $7.3M
MOR Wealth Management, LLC 3.32% — 26,685 $7.3M
Taylor & Morgan Wealth Management, LLC 4.06% Reduce -2.8% 26,664 $7.2M
Piar LLC 5.50% Reduce -4.4% 26,660 $7.2M
Fortem Financial Group, LLC 1.94% Reduce -1.8% 26,656 $7.2M
Fiduciary Wealth Partners, LLC 2.97% Reduce -1.2% 26,655 $7.2M
Steadtrust LLC 4.46% Reduce -1.2% 26,641 $7.2M
InvesTrust 2.79% Reduce -7.3% 26,585 $7.2M
Tobias Financial Advisors, Inc. 1.02% Add +14.9% 26,584 $7.2M
Partners Wealth Management, LLC 7.54% Reduce -1.6% 26,568 $7.2M
Ackerman Asset Management, LLC 4.80% Add +410.9% 26,568 $7.2M
Affinity Wealth Management LLC 1.03% Reduce -0.8% 26,564 $7.2M
Beaird Harris Wealth Management, LLC 0.50% Add +0.5% 26,553 $7.2M
Plan Group Financial, LLC 1.87% Add +3.5% 26,552 $7.2M
Beck Capital Management, LLC 1.72% Add +1.3% 26,546 $7.2M
Dixon Fnancial Services, Inc. 3.19% Reduce -0.3% 26,500 $7.2M
APS Management Group, Inc. 6.16% Add +0.4% 26,485 $7.2M
Ullmann Wealth Partners Group, LLC 0.75% Reduce -0.4% 26,601 $7.2M
Lakeridge Wealth Management LLC 3.27% Add +1.0% 26,452 $7.2M
Dark Forest Capital Management LP 0.33% Add +61.6% 26,442 $7.2M
Hidden Cove Wealth Management, LLC 4.65% Add +4.0% 26,439 $7.2M
Chapman Investment Management, LLC 5.26% No change 26,437 $7.2M
Goldenstone Wealth Management LLC 5.36% — 26,371 $7.2M
Regency Capital Management Inc.\DE 2.98% Reduce -0.5% 26,356 $7.2M
Deltec Asset Management LLC 1.19% Reduce -0.1% 26,337 $7.2M
Cortland Associates Inc. 0.90% Reduce -0.7% 26,324 $7.2M
ShoreHaven Wealth Partners, LLC 2.57% Add +1.4% 26,313 $7.2M
Heritage Wealth Management, Inc. 4.63% Reduce -7.3% 26,313 $7.2M
Long Road Investment Counsel, LLC 2.71% Reduce -16.1% 26,300 $7.1M
Delos Wealth Advisors, LLC 4.72% Add +0.5% 26,291 $7.1M
Sage Advisors, LLC 4.74% Reduce -1.8% 26,291 $7.1M
Adamsbrown Wealth Consultants LLC 1.99% Add +0.4% 26,256 $7.1M
Florida Financial Advisors, LLC 1.94% Add +36.7% 26,321 $7.1M
Stillwater Wealth Management Group 4.84% Reduce -0.5% 26,238 $7.1M
Cahaba Wealth Management, Inc. 0.50% Add +9.9% 26,226 $7.1M
Forefront Wealth Management Inc. 5.11% Reduce -1.4% 26,215 $7.1M
CWC Advisors, LLC. 3.44% Reduce -3.3% 26,206 $7.1M
Pinnacle Family Advisors, LLC 3.13% Reduce -0.3% 26,135 $7.1M
State of Wyoming 0.78% Reduce -54.8% 26,094 $7.1M
Tortuga Wealth Management, Inc 7.46% — 26,046 $7.1M
MOKAN Wealth Management Inc. 3.14% Reduce -2.2% 26,016 $7.1M
Butensky & Cohen Financial Security, Inc. 1.91% Reduce -0.9% 25,901 $7.0M
Eight 31 Financial, LLC 3.86% No change 25,886 $7.0M
Balefire, LLC 1.37% Reduce -19.0% 25,862 $7.0M
Sava Penzisko Drushtvo A.D. Skopje 2.27% No change 25,850 $7.0M
Jackson Thornton Wealth Management, LLC 0.66% Add +10.1% 26,776 $7.0M
Gilman Hill Asset Management, LLC 1.11% Add +11.6% 25,820 $7.0M
Uptick Partners, LLC 1.50% Add +10.3% 25,803 $7.0M
Fortitude Advisory Group L.L.C. 2.98% Reduce -5.2% 25,792 $7.0M
Topsail Wealth Management, LLC 1.03% Add +4.8% 25,753 $7.0M
Beam Wealth Advisors, Inc. 1.92% Reduce -5.3% 25,745 $7.0M
Monument Group Wealth Advisors, LLC 3.81% Add +628.6% 25,699 $7.0M
American State Bank (Iowa) 3.36% Reduce -0.1% 25,694 $7.0M
Cornerstone Planning Group LLC 1.09% Reduce -17.5% 27,237 $7.0M
Joseph Group Capital Management 1.83% Reduce -4.9% 25,670 $7.0M
Birch Financial Group, LLC 3.98% Reduce -8.5% 25,670 $7.0M
WINTON GROUP Ltd 0.24% New 25,668 $7.0M
Lynx Investment Advisory 3.81% Add +0.7% 25,654 $7.0M
Nova R Wealth, Inc. 2.54% Add +393.0% 25,611 $7.0M
Financial Gravity Asset Management, Inc. 1.34% Add +3.3% 25,609 $7.0M
Canton Hathaway, LLC 1.34% Reduce -0.1% 25,608 $7.0M
LVZ, Inc. 0.78% Add +2.3% 25,601 $7.0M
Fire Capital Management LLC 3.47% Add +8.6% 25,592 $7.0M
RFG - Bristol Wealth Advisors, LLC 1.94% Reduce -0.5% 25,573 $7.0M
Split Rock Private Trading & Wealth Management, LLC 5.57% — 25,564 $6.9M
Financial Management Professionals, Inc. 0.72% Reduce -0.3% 25,560 $6.9M
XY Planning Network, Inc. 1.21% Add +49.8% 25,550 $6.9M
Terra Alpha Investments LLC 7.10% Add +16.4% 25,539 $6.9M
Jasper Ridge Partners, L.P. 0.15% Reduce -77.9% 25,525 $6.9M
McGuire Capital Advisors Inc. 4.41% — 25,505 $6.9M
Aurora Private Wealth, Inc. 4.55% — 25,477 $6.9M
Spectrum Strategic Capital Management, LLC 3.68% Add +25.0% 25,460 $6.9M
Bradyco, Inc. 8.58% Reduce -0.1% 25,429 $6.9M
Barton Investment Management 0.74% Reduce -10.3% 25,402 $6.9M
Check Capital Management Inc. 0.41% No change 25,395 $6.9M
YANKCOM Partnership 2.93% Add +3.7% 25,371 $6.9M
Madison Park Capital Advisors, LLC 5.60% Reduce -0.6% 25,365 $6.9M
Kerusso Capital Management LLC 3.19% Add +31.8% 25,364 $6.9M
Beck Bode, LLC 1.15% Reduce -1.6% 25,346 $6.9M
Sora Investors LLC 0.59% Add +47.6% 25,290 $6.9M
Trustco Bank Corp. N Y 6.19% Add +2.1% 25,283 $6.9M
Uncommon Cents Investing LLC 1.66% Add +138.1% 25,264 $6.9M
Prostatis Group LLC 1.64% Reduce -7.6% 25,244 $6.9M
Secured Retirement Advisors, LLC 3.83% Add +2.0% 25,239 $6.9M
HWG Holdings LP 1.66% Reduce -12.0% 25,209 $6.9M
Cutler Investment Counsel LLC 0.71% Add +3.3% 25,201 $6.9M
Aldebaran Financial Inc. 6.34% Reduce -4.4% 25,071 $6.8M
InTrack Investment Management Inc 3.83% Reduce -1.1% 25,175 $6.8M
BHK Investment Advisors, LLC 2.25% Add +7.5% 25,173 $6.8M
Austin Wealth Management, LLC 1.01% Reduce -3.8% 26,401 $6.8M
KFG Wealth Management, LLC 0.91% Reduce -8.4% 25,147 $6.8M
EJMK Ventures LLC 4.21% — 25,142 $6.8M
TPG Financial Advisors, LLC 2.28% Reduce -13.2% 25,141 $6.8M
Carter Financial Group, INC. 4.05% Add +0.1% 25,137 $6.8M
McGlone Suttner Wealth Management, Inc. 0.92% Reduce -3.8% 25,133 $6.8M
Pension & Wealth Management Advisors, Inc. 2.02% Add +68.0% 25,090 $6.8M
Correct Capital Wealth Management 1.28% Reduce -9.2% 25,051 $6.8M
FWL Investment Management, LLC 1.64% Add +1.9% 25,017 $6.8M
Fuller & Thaler Asset Management, Inc. 0.02% No change 25,010 $6.8M
Alight Capital Management LP 1.82% Reduce -75.0% 25,000 $6.8M
Ninety One North America, Inc. 0.28% New 24,998 $6.8M
Warner Group LLC 4.19% Add +80.6% 24,986 $6.8M
Benson Investment Management Company, Inc. 2.38% Add +1.1% 24,981 $6.8M
Midwest Financial Partners Investments, Inc. 3.77% — 24,979 $6.8M
Legacies Wealth LLC 3.83% Add +12.5% 24,942 $6.8M
Park Capital Management, LLC / WI 4.85% Reduce -2.9% 24,927 $6.8M
Arvest Investments, Inc. 0.95% Add +0.1% 24,921 $6.8M
a16z Perennial Management, L.P. 0.54% Add +30.6% 24,920 $6.8M
Swisher Financial Concepts, Inc. 3.84% Reduce -3.6% 24,906 $6.8M
Paragon Financial Partners, Inc. 4.17% Reduce -1.4% 24,900 $6.8M
Financial Life Planners 4.85% Add +0.2% 24,876 $6.8M
MeadowBrook Investment Advisors LLC 5.85% Reduce -1.0% 24,813 $6.7M
Dash Acquisitions Inc. 1.41% Reduce -1.9% 24,391 $6.7M
Traveka Wealth, LLC 2.74% Add +2.1% 24,771 $6.7M
Spahn Wealth & Retirement LLC 4.18% Reduce -0.5% 24,756 $6.7M
Marest Capital, LLC 3.76% Add +4.6% 24,745 $6.7M
BankPlus Wealth Management LLC 3.71% Reduce -0.8% 24,727 $6.7M
Bell Investment Advisors, Inc 1.06% Reduce -11.3% 24,700 $6.7M
Summit Wealth & Retirement Planning, Inc. 1.58% Reduce -10.7% 24,675 $6.7M
Generation Capital Management LLC 4.35% Add +0.9% 24,647 $6.7M
Morangie Management LLC 5.34% Add +1.3% 24,646 $6.7M
Tennessee Valley Asset Management Partners 0.87% Reduce -0.7% 24,624 $6.7M
GS Investments, Inc. 3.63% Reduce -20.6% 24,612 $6.7M
Addison Advisors LLC 1.50% Add +0.3% 24,606 $6.7M
Discipline Wealth Solutions, LLC 1.24% Add +18.2% 24,568 $6.7M
Caliber Wealth Management, LLC / KS 0.72% Add +5.4% 24,508 $6.7M
SIH Partners, LLLP 0.39% Reduce -79.8% 24,506 $6.7M
Castellan Group 0.84% Add +1392.2% 24,502 $6.7M
Legacy Capital Wealth Partners, LLC 1.43% Add +1.2% 24,491 $6.7M
Vickerman Investment Advisors, Inc. 1.33% Reduce -14.1% 24,484 $6.7M
Vericrest Private Wealth 5.91% — 24,480 $6.7M
Act Wealth Management, LLC 2.18% Reduce -1.9% 24,477 $6.7M
Westwood Wealth Management 5.00% Reduce -48.3% 24,469 $6.7M
Lionshead Wealth Management, LLC 5.00% Add +1.4% 24,469 $6.7M
Evergreen Private Wealth LLC 2.62% Reduce -11.6% 24,460 $6.6M
Andrew Hill Investment Advisors, Inc. 5.06% Add +11.0% 24,440 $6.6M
Financial Connections Group, Inc. 2.28% Reduce -0.1% 24,439 $6.6M
Castleview Partners, LLC 3.28% Reduce -34.3% 24,351 $6.6M
Parvin Asset Management, LLC 5.35% Reduce -0.8% 24,325 $6.6M
Orrstown Financial Services Inc. 1.10% Reduce -9.7% 24,301 $6.6M
Acorn Wealth Advisors, LLC 1.97% Reduce -4.2% 24,298 $6.6M
Schrum Private Wealth Management LLC 4.88% Add +0.0% 24,280 $6.6M
REAP Financial Group, LLC 1.34% Add +1.9% 24,243 $6.6M
QP Wealth Management, LLC 5.81% — 24,237 $6.6M
Uniting Wealth Partners, LLC 2.01% Add +3.6% 24,098 $6.6M
Torrey-Payne Wealth Management, LLC 5.87% — 25,641 $6.5M
Marvin & Palmer Associates Inc. 4.62% New 24,048 $6.5M
Verum Partners LLC 1.32% Reduce -0.4% 24,003 $6.5M
Pathway Financial Advisers, LLC 1.89% Reduce -0.8% 24,001 $6.5M
Graphene Investments SAS 4.09% Reduce -18.4% 24,000 $6.5M
Traub Capital Management LLC 6.26% Reduce -3.9% 23,930 $6.5M
Point Windward Advisors Inc. 3.16% Reduce -5.9% 23,923 $6.5M
Sather Financial Group Inc 0.35% Add +0.0% 23,921 $6.5M
Y.D. More Investments Ltd 0.31% Add +70.1% 23,910 $6.5M
RIA Advisory Group LLC 1.57% Add +2.7% 23,895 $6.5M
Adkins Seale Capital Management LLC 6.41% — 23,852 $6.5M
McRae Capital Management Inc. 1.32% Reduce -2.8% 23,847 $6.5M
Addison Capital Co 1.62% Reduce -3.0% 23,845 $6.5M
Pacific Point Advisors, LLC 3.47% Add +50.1% 23,822 $6.5M
Silphium Asset Management Ltd 2.75% Reduce -34.4% 23,820 $6.5M
Bridgewealth Advisory Group, LLC 1.43% Add +2.4% 23,810 $6.5M
Fund Advisors of America Inc 5.94% — 23,804 $6.5M
Midway Capital Research & Management 6.30% — 23,796 $6.5M
Creative Capital Management Investments LLC 1.95% Reduce -0.7% 23,792 $6.5M
Riverbend Wealth Management, LLC 4.07% Add +2.4% 23,790 $6.5M
Pure Portfolios Holdings LLC 1.95% Reduce -2.3% 23,772 $6.5M
Invera Wealth Advisors, LLC 4.08% Reduce -5.0% 23,768 $6.5M
Ramirez Asset Management, Inc. 0.85% No change 23,764 $6.5M
Compass Ion Advisors, LLC 0.61% Reduce -3.1% 23,744 $6.5M
Westbourne Investments, Inc. 3.00% Reduce -1.2% 23,712 $6.4M
DDFG, Inc 1.41% Reduce -1.3% 23,708 $6.4M
HRC Wealth Management, LLC 3.09% Add +0.1% 23,697 $6.4M
Demars Financial Group, LLC 2.16% Reduce -6.7% 23,697 $6.4M
Kampmann Melissa S. 4.76% Reduce -0.0% 26,010 $6.4M
Connecticut Capital Management Group, LLC 6.17% — 23,692 $6.4M
Advisory Resource Group 1.13% Reduce -3.4% 23,677 $6.4M
Fruth Investment Management 1.74% No change 23,671 $6.4M
Directional Asset Management 5.64% — 23,669 $6.4M
Sunburst Financial Group, LLC 1.30% Add +3.5% 23,604 $6.4M
Annandale Capital, LLC 1.04% Add +2.1% 23,584 $6.4M
Kwmg, LLC 0.55% Reduce -5.4% 23,581 $6.4M
White Lighthouse Investment Management Inc. 0.89% Reduce -0.9% 23,577 $6.4M
Eldridge Investment Advisors, Inc. 1.41% Reduce -0.8% 23,571 $6.4M
Proactive Wealth Strategies LLC 2.54% Add +11.1% 23,545 $6.4M
Titiun Yejiel 7.86% — 23,500 $6.4M
PFW Advisors LLC 1.93% Reduce -3.1% 23,485 $6.4M
Detalus Advisors, LLC 1.56% Add +1.7% 23,477 $6.4M
Alpine Bank Wealth Management 0.90% Reduce -0.5% 23,473 $6.4M
Corundum Group, Inc. 2.14% Add +0.1% 23,469 $6.4M
WMG Financial Advisors, LLC 2.63% Reduce -14.4% 23,460 $6.4M
Precedent Wealth Partners, LLC 1.34% Add +2.9% 23,460 $6.4M
Private Capital Management, LLC 0.61% Add +38.3% 23,447 $6.4M
Fairscale Capital, LLC 4.22% Add +0.7% 23,434 $6.4M
Warm Springs Advisors Inc. 4.93% Reduce -5.0% 23,428 $6.4M
Southern Capital Services Inc. 4.01% — 23,403 $6.4M
Davis Investment Partners, LLC 2.23% Reduce -0.1% 23,475 $6.4M
Red Wave Investments LLC 1.89% Add +0.0% 23,399 $6.4M
KFA Private Wealth Group, LLC 1.54% Add +21.6% 23,307 $6.3M
Capital Group Investment Management Pte. LTD. 1.03% Add +82.0% 23,291 $6.3M
Emerald Advisors, LLC 0.86% Add +5.7% 23,288 $6.3M
Seldon Capital LP 2.19% No change 23,268 $6.3M
Johnson Financial Group, LLC 0.39% Add +49.6% 23,254 $6.3M
Outlook Wealth Advisors, LLC 1.43% Add +9.2% 23,209 $6.3M
Integrity Investment Advisors, LLC 3.47% Add +403.4% 23,160 $6.3M
Libra Wealth LLC 1.76% Reduce -3.4% 23,116 $6.3M
Pathfinder Wealth Consulting, Inc. 3.97% — 23,105 $6.3M
Luts & Greenleigh Group, Inc. 5.33% Add +0.3% 23,075 $6.3M
Wincap Financial LLC 4.30% Add +0.7% 23,061 $6.3M
Banta Asset Management LP 5.72% — 23,059 $6.3M
Park Place Capital Corp 1.30% Reduce -8.1% 23,059 $6.3M
Frederick Financial Consultants, LLC 3.43% Add +1.4% 23,032 $6.3M
Encompass More Asset Management 1.16% Add +21.9% 23,028 $6.3M
Thayer Partners, LLC / MA 3.04% — 23,017 $6.3M
Aerodigm Wealth, LLC 2.42% Add +30.5% 23,015 $6.3M
Seizert Capital Partners, LLC 0.26% Reduce -26.2% 22,982 $6.2M
Noble Wealth Management PBC 3.14% Reduce -1.9% 22,973 $6.2M
Walker Asset Management, LLC 3.35% Add +0.6% 22,960 $6.2M
BXM Wealth LLC 4.81% Add +829.5% 202,094 $6.2M
Corps Capital Advisors, LLC 6.46% Add +32.4% 22,940 $6.2M
Ironvine Capital Partners, LLC 0.62% Reduce -67.2% 22,936 $6.2M
ARK & TLK Investments, LLC 1.71% Add +298.7% 22,903 $6.2M
Emprise Bank 2.59% Reduce -0.4% 22,893 $6.2M
DKM Wealth Management, Inc. 4.64% Reduce -0.4% 22,885 $6.2M
Austin Asset Management Co Inc 1.06% Reduce -2.8% 22,865 $6.2M
J. Team Financial, Inc. 6.21% Reduce -1.9% 22,850 $6.2M
Hofer & Associates. Inc 3.29% Add +0.2% 22,827 $6.2M
Financial Synergies Wealth Advisors, Inc. 0.60% Add +10.3% 22,812 $6.2M
FFT Wealth Management LLC 1.18% Reduce -15.9% 22,805 $6.2M
Safe Harbor Fiduciary, LLC 5.48% — 22,796 $6.2M
Ogorek Anthony Joseph /NY/ 1.70% Reduce -2.3% 22,795 $6.2M
Xcelsior Advisor Partners LLC 3.01% — 22,794 $6.2M
Phillips Financial Management, LLC 0.40% Reduce -6.6% 22,792 $6.2M
Northstar Financial Companies, Inc. 4.93% Add +1.3% 22,784 $6.2M
Cooper/Haims Advisors, LLC 2.81% Reduce -0.6% 22,764 $6.2M
Spreng Capital Management, Inc. 2.43% Reduce -2.5% 22,741 $6.2M
Mosaic Advisors LLC 11.91% Reduce -7.4% 22,711 $6.2M
Afg Fiduciary Services Limited Partnership 3.70% Add +79636.5% 4,642,260 $6.2M
Pinney & Scofield, Inc. 3.50% Add +3.0% 22,697 $6.2M
Fieldview Capital Management, LLC 1.05% Add +67.7% 22,693 $6.2M
Fairtree Asset Management (Pty) Ltd 2.84% Add +13.4% 22,687 $6.2M
Aspire Capital Advisors LLC 1.45% Reduce -4.3% 22,684 $6.2M
IAM Advisory, LLC 1.37% Reduce -1.7% 22,674 $6.2M
Wiser Advisor Group LLC 7.05% Reduce -2.6% 22,674 $6.2M
Hirtle & Co., LLC 0.24% New 22,668 $6.2M
Atlatl Advisers LLC 2.36% Add +7.5% 22,663 $6.2M
Family Capital Management, Inc. 2.73% Add +1.7% 22,625 $6.2M
Wilkins Investment Counsel Inc. 0.90% Reduce -1.3% 22,618 $6.1M
Aspen Capital Management, LLC 1.52% Add +1.3% 22,606 $6.1M
Aberdeen Wealth Management LLC 2.84% Reduce -0.3% 22,571 $6.1M
Signature Equity Partners, LLC 3.39% — 22,547 $6.1M
Francis Financial, Inc. 1.20% Add +13.2% 22,539 $6.1M
Exit Wealth Advisors, LLC. 3.62% Add +49.8% 22,538 $6.1M
First National Bank Sioux Falls 1.83% Reduce -0.3% 22,523 $6.1M
Sandro Wealth Management LLC 5.06% — 22,510 $6.1M
Milestone Asset Management Group, LLC 3.46% Add +10.1% 22,508 $6.1M
Mascoma Wealth Management LLC 1.31% Reduce -2.2% 22,498 $6.1M
First Bancorp, Inc 3.25% Reduce -11.8% 22,455 $6.1M
E&G Advisors, LLC 1.36% Reduce -5.2% 22,452 $6.1M
American Capital Advisory, LLC 2.65% Add +0.4% 22,442 $6.1M
Brown Financial Advisors 2.23% Reduce -0.5% 22,436 $6.1M
Neo Ivy Capital Management 0.96% Add +56.7% 22,414 $6.1M
Bolthouse Investments, LLC 5.41% Add +1.5% 22,406 $6.1M
Pointe Capital Management LLC 3.01% No change 22,355 $6.1M
Camarda Financial Advisors, LLC 2.31% Reduce -4.5% 22,355 $6.1M
Inspire Advisors, LLC 0.56% Add +5.3% 22,341 $6.1M
Flavin Financial Services, Inc. 4.15% Reduce -0.8% 22,292 $6.1M
Wedge Capital Management L L P 0.11% No change 22,286 $6.1M
Commonwealth Financial Services, LLC 1.00% Add +3.6% 22,268 $6.1M
Aster Capital Management (DIFC) Ltd 2.65% New 22,225 $6.0M
J Hagan Capital, Inc. 3.34% Add +5.4% 22,223 $6.0M
Financial Advisory Partners, LLC 1.70% Reduce -0.4% 22,208 $6.0M
Planned Solutions, Inc. 1.95% Add +12.6% 22,206 $6.0M
Reliant Investment Partners, LLC 4.73% Add +2.1% 22,170 $6.0M
Richmond Investment Services, LLC 1.04% Add +4.2% 22,156 $6.0M
Truepoint, Inc. 0.14% Reduce -6.4% 22,121 $6.0M
Parsonex Advisory Services, Inc. 3.83% Add +4.5% 22,120 $6.0M
Castle Wealth Management LLC 1.99% Reduce -3.1% 22,117 $6.0M
MRWM Advisors, LLC 3.22% Reduce -6.2% 22,103 $6.0M
Hutner Capital Management Inc. 2.51% Reduce -0.1% 22,085 $6.0M
Wealth Advisors of Iowa, LLC 1.97% Add +3.4% 22,060 $6.0M
Strive Financial Group ,LLC 3.17% — 22,008 $6.0M
Rogco, LP 1.98% Add +10.1% 22,006 $6.0M
Cannon Advisors, Inc. 4.21% Reduce -1.4% 22,987 $6.0M
Caerus Investment Advisors, LLC 2.00% Add +0.5% 21,981 $6.0M
Finivi Inc. 3.45% Reduce -3.5% 21,962 $6.0M
Capital Planning LLC 1.67% Reduce -0.6% 21,996 $6.0M
Tevis Investment Management 3.59% No change 23,402 $6.0M
Deane Retirement Strategies, Inc. 2.46% Add +0.2% 21,906 $6.0M
Goldstein Advisors, LLC 0.68% Add +1.9% 21,893 $6.0M
Primoris Wealth Advisors, LLC 3.56% Reduce -0.6% 21,866 $5.9M
Wick Capital Partners, LLC 1.06% Add +15.6% 21,843 $5.9M
Index Fund Advisors, Inc. 0.28% Reduce -8.6% 21,828 $5.9M
Accuvest Global Advisors 4.37% Reduce -8.9% 21,805 $5.9M
Synergy Financial Group, LTD 4.16% Reduce -0.9% 21,802 $5.9M
SilverOak Wealth Management LLC 0.93% Reduce -2.1% 21,797 $5.9M
Strata Wealth Advisors, LLC 1.65% Reduce -3.4% 21,796 $5.9M
S.A. Mason LLC 2.34% Add +0.1% 21,771 $5.9M
Vantage Point Financial LLC 2.12% Reduce -4.2% 21,752 $5.9M
Allium Financial Advisors, LLC 4.69% Reduce -7.3% 21,742 $5.9M
Dimension Capital Management LLC 0.83% Reduce -2.3% 21,724 $5.9M
Fell Capital Management 5.76% — 21,717 $5.9M
Braeburn Wealth Management LLC 3.01% — 21,690 $5.9M
Deseret Mutual Benefit Administrators 2.51% Reduce -1.5% 21,673 $5.9M
Mountain Capital Investment Advisors Inc. 0.95% Reduce -1.4% 23,733 $5.9M
Massachusetts Wealth Management 2.74% Reduce -0.5% 21,650 $5.9M
David J Yvars Group 3.14% Add +0.2% 21,644 $5.9M
Guinness Atkinson Asset Management Inc 2.77% Reduce -5.5% 21,493 $5.9M
R.H. Investment Group, LLC 4.92% Reduce -0.4% 21,605 $5.9M
Unison Asset Management LLC 2.62% Add +2.3% 21,503 $5.8M
Measured Wealth Private Client Group, LLC 1.55% Add +21.2% 21,503 $5.8M
White Knight Strategic Wealth Advisors, LLC 4.27% Add +3.3% 21,486 $5.8M
RS Crum Inc. 1.17% Reduce -0.9% 21,478 $5.8M
Centerpoint Advisory Group 4.49% Reduce -0.1% 21,461 $5.8M
Gerber, LLC 3.25% Reduce -1.8% 21,428 $5.8M
Wall Street Financial Group, Inc. 4.24% Add +8.3% 21,426 $5.8M
Vista Cima Wealth Management LLC 4.85% Add +39.8% 21,411 $5.8M
Indie Asset Partners, LLC 6.48% Add +4.6% 21,389 $5.8M
Unique Wealth, LLC 0.81% Reduce -1.4% 21,389 $5.8M
Rainier Family Wealth Inc. 4.38% Add +7.3% 21,372 $5.8M
Mainsail Asset Management, LLC 2.49% Reduce -3.4% 21,357 $5.8M
GPS Wealth Strategies Group, LLC 4.94% Reduce -80.6% 21,349 $5.8M
Agp Franklin, LLC 2.72% Reduce -0.2% 21,319 $5.8M
Union Savings Bank 2.51% — 21,313 $5.8M
Bey-Douglas LLC 4.64% Reduce -0.3% 21,305 $5.8M
CrossGen Wealth, LLC 5.10% — 21,295 $5.8M
Clarendon Private LLC 4.91% Add +2.7% 21,294 $5.8M
Koss-Olinger Consulting, LLC 0.45% Reduce -7.4% 21,245 $5.8M
Davis-Rea LTD. 1.45% Reduce -2.4% 21,244 $5.8M
GKV Capital Management Co., Inc. 2.16% Reduce -30.5% 21,244 $5.8M
AGH Wealth Advisors, LLC 4.34% Reduce -0.3% 21,227 $5.8M
Adelphi Trust Co 4.70% — 21,203 $5.8M
TD Capital Management LLC 0.51% Add +1.9% 21,186 $5.8M
Mars Jewett Financial Group, Inc. 1.71% — 20,902 $5.8M
Brucke Financial, Inc. 3.15% Add +8.3% 21,181 $5.8M
Wellington Grp LLC 1.92% — 21,171 $5.8M
Jackson, Grant Investment Advisers, Inc. 1.89% Add +1.5% 21,166 $5.8M
AAF Wealth Management, LLC 2.42% Add +4.1% 21,138 $5.7M
LOM Asset Management Ltd 1.66% Reduce -0.3% 21,138 $5.7M
WJ Financial Advisors LLC 5.11% Reduce -1.1% 21,090 $5.7M
Kendall Capital Management 1.20% Reduce -4.5% 21,084 $5.7M
Virginia Wealth Management Group, Inc. 3.35% Add +0.1% 21,066 $5.7M
West Paces Advisors Inc. 1.11% Add +0.3% 21,066 $5.7M
American Institute for Advanced Investment Management, LLP 3.68% Reduce -4.6% 21,211 $5.7M
Berbice Capital Management LLC 3.44% No change 21,056 $5.7M
BOCHK Asset Management Ltd 1.53% Add +57.1% 21,050 $5.7M
Puff Wealth Management, LLC 7.38% Add +0.5% 21,086 $5.7M
Arlington Trust Co LLC 0.58% Reduce -68.4% 21,017 $5.7M
Viking Fund Management LLC 0.66% No change 21,000 $5.7M
Ankerstar Wealth, LLC 5.68% — 20,981 $5.7M
Heartwood Wealth Advisors LLC 0.52% Add +3.0% 20,960 $5.7M
Challenger Wealth Management 4.34% Reduce -0.7% 20,941 $5.7M
Maxi Investments CY Ltd 1.03% Add +38.8% 20,900 $5.7M
SAM Advisors, LLC 1.80% Reduce -1.4% 20,873 $5.7M
Chung Wu Investment Group, LLC 4.64% Add +1.1% 20,864 $5.7M
Elwood & Goetz Wealth Advisory Group, LLC 1.00% Add +5.3% 20,849 $5.7M
Panoramic Capital Partners, LLC 3.48% Add +6.9% 20,849 $5.7M
National Wealth Management Group, LLC 1.96% Add +1.1% 20,834 $5.7M
Salvus Wealth Management, LLC 3.15% Reduce -4.7% 20,749 $5.6M
Capasso Planning Partners LLC 3.10% Add +12.5% 20,749 $5.6M
Kearns & Associates LLC 2.91% No change 20,743 $5.6M
TPG Advisors LLC 3.51% Reduce -2.6% 20,739 $5.6M
Garton & Associates Financial Advisors LLC 3.25% — 20,728 $5.6M
McClarren Financial Advisors, Inc. 3.36% Reduce -47.1% 9,641 $5.6M
RoundAngle Advisors LLC 4.10% Reduce -1.9% 20,716 $5.6M
Rinkey Investments 1.43% Reduce -5.4% 20,698 $5.6M
Cadinha & Co. LLC 0.87% Reduce -0.3% 20,688 $5.6M
Dividend Assets Capital, LLC 1.07% Reduce -2.8% 20,683 $5.6M
First Citizens Financial Corp 2.78% Reduce -5.7% 20,681 $5.6M
DV Equities, LLC 1.02% — 20,679 $5.6M
Somerset Group LLC 4.23% Reduce -0.1% 21,580 $5.6M
BNB Wealth Management, LLC 3.62% — 20,644 $5.6M
Prentice Wealth Management LLC 1.28% Add +3.0% 20,641 $5.6M
Saiph Capital, LLC 2.01% Add +0.2% 107,936 $5.6M
Tectonic Advisors LLC 0.30% Reduce -2.2% 20,626 $5.6M
Philip James Wealth Mangement, LLC 0.67% Reduce -2.8% 20,602 $5.6M
Longitude (Cayman) Ltd. 4.85% — 20,600 $5.6M
55 North Private Wealth, LLC 1.48% — 20,592 $5.6M
Meadow Creek Wealth Advisors LLC 3.57% Add +0.2% 20,538 $5.6M
Essential Investment Partners LLC 5.25% — 20,535 $5.6M
Retirement Income Solutions, Inc. 0.95% Reduce -3.7% 20,530 $5.6M
Warther Private Wealth, LLC 1.33% Reduce -4.7% 20,501 $5.6M
Sendero Wealth Management, LLC 0.62% Add +3.9% 20,489 $5.6M
Johnson & White Wealth Management, LLC 2.42% Reduce -2.1% 20,483 $5.6M
Retirement Planning Group, LLC / NY 3.80% Add +80.0% 20,467 $5.6M
Oak Barrel Wealth Advisory LLC 3.33% — 20,465 $5.6M
Carr Financial Group Corp 1.48% Add +2.0% 20,444 $5.6M
Mascagni Wealth Management, Inc. 4.14% Add +1.1% 20,442 $5.6M
Arcataur Capital Management LLC 1.59% Reduce -0.1% 20,430 $5.6M
Proffitt & Goodson Inc. 0.78% Reduce -0.9% 20,419 $5.6M
HERALD INVESTMENT MANAGEMENT Ltd 0.72% No change 20,400 $5.5M
Red Mountain Financial, LLC 5.44% Reduce -0.5% 20,389 $5.5M
Ferguson Shapiro LLC 1.70% Add +0.7% 20,345 $5.5M
Southern Capital Advisors, LLC 2.55% Add +0.0% 20,340 $5.5M
Hill Island Financial LLC 1.32% Add +1.7% 20,306 $5.5M
Kera Capital Partners, Inc. 0.68% Add +19.5% 21,243 $5.5M
Ameliora Wealth Management Ltd. 1.68% Add +0.9% 20,272 $5.5M
First Financial Corp. 2.08% Reduce -0.7% 20,267 $5.5M
CCG Wealth Management, LLC 2.36% Add +30.1% 20,239 $5.5M
Legacy Wealth Asset Management, LLC 1.35% Add +0.3% 20,182 $5.5M
Atlanta Consulting Group Advisors, LLC 1.24% Add +8.2% 20,167 $5.5M
Cambridge Financial Group, LLC 1.91% Add +32.2% 21,217 $5.5M
Peavine Capital, LLC 1.16% No change 20,160 $5.5M
Flagship Wealth Advisors, LLC 1.59% Add +51.3% 20,158 $5.5M
Royal Capital Wealth Management, LLC 3.23% Reduce -0.4% 20,153 $5.5M
Paradigm Asset Management Co. LLC 1.26% Reduce -6.5% 20,146 $5.5M
Thryve Wealth Management LLC 2.71% — 20,139 $5.5M
StrongBox Wealth, LLC 1.80% Reduce -8.0% 20,125 $5.5M
Herbst Group, LLC 3.22% Add +1.0% 20,125 $5.5M
Hilltop Wealth Advisors, LLC 2.75% Add +2.5% 20,118 $5.5M
GEM Asset Management, LLC 2.43% Add +32.2% 20,974 $5.5M
Stonebridge Financial Group, LLC / MO 4.73% — 20,083 $5.5M
Private Client Services, LLC 1.70% Reduce -6.8% 20,061 $5.5M
AA Financial Advisors, LLC 1.01% Add +3.5% 20,024 $5.4M
Tandem Capital Management Corp. 2.47% Reduce -2.2% 20,003 $5.4M
Fca Corp. 1.53% Reduce -2.0% 19,997 $5.4M
Pinnacle Holdings, LLC 2.06% Add +0.7% 19,984 $5.4M
Up Strategic Wealth Investment Advisors LLC 3.95% Reduce -14.8% 19,534 $5.4M
Raleigh Capital Management Inc. 1.97% Add +6.3% 19,981 $5.4M
Bannerstone Capital Management, LLC 5.21% — 19,976 $5.4M
Seneca House Advisors 2.03% Add +0.1% 19,967 $5.4M
Diker Management LLC 4.20% Add +52.3% 19,957 $5.4M
Brooks, Moore & Associates, Inc. 2.67% Reduce -1.7% 19,957 $5.4M
Guardian Capital, LLC 4.86% — 19,948 $5.4M
First Financial Group Corp 4.61% Reduce -8.1% 19,945 $5.4M
Winthrop Capital Management, LLC 1.26% New 19,925 $5.4M
Narus Financial Partners, LLC 1.49% Add +0.2% 19,914 $5.4M
Vista Investment Partners Ii, LLC 2.33% Reduce -2.3% 19,888 $5.4M
Gould Capital, LLC 3.33% Reduce -0.2% 19,868 $5.4M
SWP Investment Management LLC 3.92% Add +4.0% 19,866 $5.4M
Archvest Wealth Advisors, Inc. 3.45% Reduce -5.6% 19,863 $5.4M
TFB Advisors LLC 1.51% Reduce -1.7% 19,844 $5.4M
Sanchez Wealth Management Group 1.15% Add +4.4% 19,839 $5.4M
Elm Partners Management LLC 0.24% Reduce -20.0% 19,832 $5.4M
CJM Wealth Advisers, Ltd. 1.61% Reduce -3.1% 19,831 $5.4M
Legend Capital Advisors LLC 3.00% — 19,816 $5.4M
G&S Capital LLC 1.90% Add +8.7% 19,774 $5.4M
WealthSpring Partners, LLC 5.50% — 19,734 $5.4M
FMB Wealth Management 2.11% Reduce -0.5% 19,709 $5.4M
Legacy CG, LLC 1.50% Reduce -9.5% 19,707 $5.4M
Paladin Partners, LLC 3.99% — 19,673 $5.3M
Emerald Advisers, LLC 0.16% Reduce -2.5% 19,619 $5.3M
Lexington Hill Partners, LLC 4.01% — 19,612 $5.3M
Independent Wealth Network Inc. 1.63% Add +0.1% 19,607 $5.3M
Drake & Associates, LLC 1.06% Add +1.4% 19,600 $5.3M
Fogel Capital Management, Inc. 2.46% Add +1.9% 19,598 $5.3M
Andrews Advisory Associates, LLC 2.83% — 19,592 $5.3M
IMPACTfolio, LLC 2.23% Reduce -1.3% 19,537 $5.3M
Rational Advisors, Inc. 0.58% Reduce -4.3% 19,524 $5.3M
Summit Wealth Group, LLC 1.24% Add +3.0% 19,523 $5.3M
Kuhn & Co Investment Counsel 3.53% Add +29.4% 19,503 $5.3M
Z3 Capital Partners, LLC 1.27% — 19,486 $5.3M
Melfa Wealth Management, Inc. 3.05% Add +1.1% 19,467 $5.3M
AAFMAA Wealth Management & Trust LLC 2.07% Add +14.1% 19,438 $5.3M
Legacy PCG, LLC 3.27% Reduce -0.5% 19,437 $5.3M
Rockingstone Advisors LLC 2.41% Add +0.2% 19,424 $5.3M
Barry Investment Advisors, LLC 1.18% Reduce -6.6% 19,422 $5.3M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 2.57% Reduce -6.8% 19,410 $5.3M
Banco de Sabadell, S.A 3.44% Reduce -1.8% 19,407 $5.3M
BlueStem Wealth Partners, LLC 0.58% Reduce -0.9% 19,397 $5.3M
Connective Capital Management, LLC 3.09% No change 19,379 $5.3M
Wealthspan Partners, LLC 1.91% Reduce -0.9% 19,361 $5.3M
Islay Capital Management, LLC 3.11% Reduce -0.9% 19,358 $5.3M
Dupree Financial Group, LLC 1.92% Reduce -0.4% 19,355 $5.3M
BCGM Wealth Management, LLC 1.34% Reduce -0.3% 19,334 $5.3M
Taylor Financial Group, Inc. 3.09% Reduce -0.4% 19,328 $5.3M
Sage Investment Counsel LLC 5.78% Reduce -1.1% 19,324 $5.3M
Successful Portfolios LLC 2.68% Add +4.8% 20,252 $5.3M
JDM Financial Group LLC 2.04% Reduce -2.9% 19,318 $5.3M
Willner & Heller, LLC 3.77% Reduce -0.7% 19,302 $5.2M
Worth Asset Management, LLC 2.22% Add +10.9% 19,266 $5.2M
McGowan Group Asset Management, Inc. 0.66% Add +1.2% 19,257 $5.2M
Sjbenen Advisory, LLC 5.43% — 19,255 $5.2M
Baker Boyer National Bank 1.58% Add +2.1% 19,224 $5.2M
Mosaic Financial Group, LLC 3.56% Reduce -1.7% 19,202 $5.2M
Bright Financial Advisors, Inc. 2.46% Add +1.0% 19,195 $5.2M
Sutton Place Investors LLC 2.86% Add +5.6% 19,193 $5.2M
GenWealth Group, Inc. 0.89% Add +90.4% 19,887 $5.2M
Beta Wealth Group, Inc. 2.10% Reduce -8.1% 19,187 $5.2M
Three Bridge Wealth Advisors, LLC 1.37% Add +0.7% 19,150 $5.2M
Robbins Farley 2.36% Reduce -19.0% 19,141 $5.2M
Kirtland Hills Capital Management, LLC 1.82% Add +0.2% 19,110 $5.2M
Trust Co of Kansas 2.39% Reduce -0.1% 19,096 $5.2M
NWM Advisors, LLC 4.50% — 19,040 $5.2M
Crumly & Associates Inc. 1.08% Reduce -1.1% 18,973 $5.2M
Avion Wealth 1.08% Add +3.6% 18,976 $5.2M
South Shore Capital Advisors 3.77% — 18,964 $5.2M
Collar Capital Management, LLC 3.44% Reduce -0.5% 18,959 $5.2M
Peoples Bank 3.20% Add +3.5% 18,959 $5.2M
Cox Capital Mgt LLC 3.20% Add +0.2% 19,743 $5.2M
Ducere Wealth Management LLC 1.99% — 18,957 $5.2M
Fairfield, Bush & Co. 2.72% Reduce -4.0% 18,956 $5.2M
Schulhoff & Co. Inc. 2.17% Add +0.0% 18,940 $5.1M
Foresight Capital Management Advisors, Inc. 2.79% Reduce -2.1% 18,934 $5.1M
Marshall Investment Management, LLC 2.59% Add +4.6% 18,932 $5.1M
Ssa Swiss Advisors AG 2.40% Reduce -1.1% 18,813 $5.1M
Royal Harbor Partners, LLC 1.70% Reduce -11.3% 18,884 $5.1M
New Insight Wealth Advisors 1.83% Add +22.5% 18,882 $5.1M
Cumberland Advisors Inc. 1.95% Reduce -1.7% 18,880 $5.1M
Barnes Wealth Management Group, Inc 2.74% Add +0.8% 18,852 $5.1M
Waller Financial Planning Group, Inc. 1.14% Reduce -0.5% 18,844 $5.1M
ASL Financial, LLC 4.02% — 18,816 $5.1M
Fjell Capital, LLC 3.92% Add +31.7% 18,799 $5.1M
Brian Low Financial Group, LLC 3.62% Reduce -5.4% 18,795 $5.1M
Trace Wealth Advisors, LLC 3.68% Add +1.0% 18,752 $5.1M
Capital Financial Group Inc\co\ 2.84% — 18,748 $5.1M
MLG Wealth Management DBA Pine Grove Financial Group 0.61% — 18,744 $5.1M
Sara-Bay Financial 1.52% Reduce -3.1% 18,642 $5.1M
Carson Advisory Inc. 2.65% Reduce -3.4% 18,722 $5.1M
Platt Wealth Management LLC 5.03% — 18,680 $5.1M
Cura Wealth Advisors, LLC 1.92% Add +18.4% 18,664 $5.1M
Harvest Investment Services, LLC 0.96% Add +14.4% 18,625 $5.1M
Blankinship & Foster, LLC 1.09% Reduce -0.6% 18,609 $5.1M
Stone Summit Wealth LLC 1.37% Add +4.2% 18,605 $5.1M
WealthCare Asset Management, LLC 4.67% — 19,781 $5.1M
PAX Financial Group, LLC 0.87% Reduce -0.1% 18,586 $5.1M
Forteris Wealth Management Inc. 4.96% — 18,547 $5.0M
Peak Financial Management, Inc. 1.30% Reduce -5.2% 18,544 $5.0M
Affinity Investment Advisors, LLC 3.35% Add +36.2% 18,524 $5.0M
Hardworking Capital Advisors, LLC 4.57% — 18,521 $5.0M
Parkway Wealth Management Group, LLC 0.67% — 18,482 $5.0M
Elevation Wealth Management LLC 4.82% — 18,482 $5.0M
Birchcreek Wealth Management, LLC 2.46% Reduce -6.7% 18,465 $5.0M
Gibbs Wealth Management 1.21% Reduce -1.6% 19,353 $5.0M
RAM Investment Partners, LLC 0.91% Reduce -19.2% 18,457 $5.0M
Triasima Portfolio Management inc. 0.75% Add +1802.2% 18,451 $5.0M
Needham Investment Management LLC 0.32% No change 18,450 $5.0M
Birchwood Financial Partners, Inc. 4.98% — 18,440 $5.0M
Winebrenner Capital Management LLC 3.34% Reduce -3.7% 18,432 $5.0M
Tidemark, LLC 1.42% Add +1.9% 18,415 $5.0M
IKE Capital, LLC 4.35% — 18,403 $5.0M
Tannin Capital LLC 4.47% — 18,392 $5.0M
Ruedi Wealth Management, Inc. 1.31% Reduce -1.8% 18,391 $5.0M
Constant Guidance Financial LLC 3.51% Add +20.7% 18,372 $5.0M
Arbor Investment Advisors, LLC 0.66% Reduce -65.8% 18,358 $5.0M
Warner Financial, Inc. 1.73% Add +56.0% 18,293 $5.0M
Avaii Wealth Management, LLC 1.80% Add +3.6% 18,289 $5.0M
Consilio Wealth Advisors, LLC 1.45% Reduce -0.5% 18,287 $5.0M
Praetorian Wealth Management, Inc. 0.99% Add +6.4% 18,281 $5.0M
Pine Harbor Wealth Management, LLC 1.52% Reduce -7.3% 18,275 $5.0M
Finward Bancorp 3.85% Reduce -0.9% 18,258 $5.0M
Core Wealth Advisors, Inc. 1.29% Add +1.1% 18,255 $5.0M
Friday Financial 1.75% Reduce -0.0% 18,241 $5.0M
Liberty One Investment Management, LLC 0.63% Reduce -44.9% 18,240 $5.0M
Conservest Capital Advisors, Inc. 0.45% Add +1.2% 18,237 $5.0M
Thrive Capital Management, LLC 1.10% Add +19.1% 18,235 $5.0M
Coquina Private Wealth LLC 3.96% — 18,190 $4.9M
KDT Advisors, LLC 6.93% Add +2.1% 18,181 $4.9M
PCG Asset Management, LLC 3.94% Reduce -3.0% 18,111 $4.9M
Prospect Financial Services LLC 2.84% Reduce -4.7% 18,154 $4.9M
Richard W. Paul & Associates, LLC 1.64% Reduce -7.0% 18,136 $4.9M
Prosperity Wealth Management, Inc. 1.64% Reduce -0.7% 18,133 $4.9M
Meridian Management Co. 1.22% Add +1.8% 18,130 $4.9M
Kraematon Investment Advisors, Inc. 3.92% Add +1.4% 18,095 $4.9M
Investors Research Corp 0.90% Reduce -0.6% 18,087 $4.9M
AG Campbell Advisory, LLC 3.10% — 18,077 $4.9M
Waterway Wealth Management, LLC 1.11% Add +8.9% 18,058 $4.9M
CBIZ Investment Advisory Services, LLC 0.19% Add +24.6% 18,055 $4.9M
Iams Wealth Management, LLC 1.77% Reduce -21.7% 18,041 $4.9M
Legacy Wealth Advisors, LLC 3.24% — 18,038 $4.9M
Snowwater Investment Partners, LLC 4.51% — 18,036 $4.9M
Monetta Financial Services Inc. 3.50% No change 18,000 $4.9M
Rialto Wealth Management, LLC 1.17% Add +19.0% 17,993 $4.9M
CPA Asset Management Group, LLC 1.72% Add +6.1% 17,979 $4.9M
Stevens Capital Partners 1.28% Add +16.4% 17,979 $4.9M
Sycomore Asset Management 0.81% No change 21,479 $4.9M
Firestone Capital Management 1.04% Reduce -3.4% 17,964 $4.9M
Winter & Associates, Inc. 4.51% — 17,958 $4.9M
Retirement Guys Formula LLC 2.22% Reduce -5.5% 17,932 $4.9M
Running Point Capital Advisors, LLC 1.33% Reduce -4.7% 17,909 $4.9M
Valtinson Bruner Financial Planning LLC 1.40% Add +1.1% 17,908 $4.9M
Sylvest Advisors, LLC 2.60% Reduce -1.6% 17,903 $4.9M
Brown Wealth Management, LLC 1.28% Add +14.4% 17,883 $4.9M
Outfitters Financial LLC 3.82% Reduce -1.1% 17,880 $4.9M
Leigh Baldwin & Co., LLC 3.19% Reduce -16.2% 17,874 $4.9M
Cedarwood Wealth LLC 5.41% — 19,007 $4.9M
25 LLC 1.54% Add +17.0% 17,838 $4.8M
Cascade Investment Advisors, Inc. 2.85% Reduce -3.6% 17,822 $4.8M
Palisades Hudson Asset Management, L.P. 1.88% Reduce -3.5% 17,821 $4.8M
Wealth Management Strategies, Inc. 2.23% Reduce -1.6% 17,820 $4.8M
Crescent Sterling, Ltd. 4.97% Reduce -1.6% 17,818 $4.8M
Warren Street Wealth Advisors, LLC 1.39% Reduce -17.5% 17,817 $4.8M
Kurv Investment Management LLC 6.05% — 17,806 $4.8M
Cape Investment Advisory, Inc. 1.49% Add +344.9% 17,804 $4.8M
Sentry LLC 1.32% Reduce -3.0% 17,797 $4.8M
Turn8 Private Wealth Inc. 3.47% Reduce -0.3% 17,795 $4.8M
Coyle Financial Counsel LLC 1.03% Add +15.6% 17,743 $4.8M
Gallagher Fiduciary Advisors, LLC 0.16% Add +0.2% 17,731 $4.8M
MRA Advisory Group 2.02% Add +4.6% 17,720 $4.8M
Ledgewood Wealth Advisors, LLC 2.77% Reduce -0.3% 17,708 $4.8M
Serenus Wealth Advisors, LLC 0.93% Add +8.9% 17,706 $4.8M
Aspetuck Financial Management LLC 3.23% Add +0.0% 17,705 $4.8M
NCP Inc. 3.88% Add +0.4% 17,702 $4.8M
Ames National Corp. 2.81% Reduce -2.5% 17,681 $4.8M
Oak Family Advisors, LLC 1.47% Add +0.0% 17,632 $4.8M
Intergy Private Wealth, LLC 1.44% Reduce -1.5% 17,604 $4.8M
Argus Investors' Counsel, Inc. 3.82% Add +0.9% 17,596 $4.8M
Viawealth, LLC 2.69% Add +0.6% 17,573 $4.8M
Wolff Financial Management LLC 1.07% Add +0.0% 17,571 $4.8M
Barnes Dennig Private Wealth Management LLC 4.80% Add +0.8% 17,567 $4.8M
Holistic Financial Partners 1.73% Add +10.2% 17,516 $4.8M
ERn Financial, LLC 0.89% Reduce -1.3% 17,507 $4.8M
Silver Grove Financial Group, Inc. 4.11% Add +6.6% 17,487 $4.8M
Northwest Quadrant Wealth Management, LLC 0.98% Reduce -0.0% 17,453 $4.7M
Campion Asset Management 3.29% Reduce -0.4% 17,453 $4.7M
Magnolia Private Wealth, LLC 3.32% Add +3.1% 17,451 $4.7M
OV Management LLC 4.11% Reduce -2.8% 17,448 $4.7M
Custos Family Office, LLC 3.24% Reduce -0.1% 17,443 $4.7M
Watershed Private Wealth LLC 1.42% Add +40.6% 17,436 $4.7M
Sterling Group Wealth Management, LLC 2.29% Add +1.0% 17,405 $4.7M
Bayban 4.18% — 17,397 $4.7M
Boomfish Wealth Group, LLC 2.53% Add +6.1% 17,391 $4.7M
Element Pointe Advisors, LLC 0.91% Reduce -1.5% 17,343 $4.7M
Moment Partners, LLC 0.97% Reduce -8.1% 17,342 $4.7M
Great Point Wealth Advisors, LLC 0.86% Add +0.1% 17,331 $4.7M
Journey Retirement Planning & Investment Management LLC 0.97% — 17,312 $4.7M
Ahara Advisors LLC 4.27% — 17,269 $4.7M
Fortress Financial Solutions, LLC 4.79% Reduce -2.4% 17,234 $4.7M
Todd Asset Management LLC 0.09% Add +0.9% 17,226 $4.7M
4J Wealth Management LLC 2.68% Reduce -0.3% 17,218 $4.7M
Pinion Investment Advisors, LLC 1.14% Add +10.7% 17,211 $4.7M
Lansing Street Advisors 1.20% Add +1.5% 17,190 $4.7M
Beirne Wealth Consulting Services, LLC 1.35% Reduce -26.7% 17,180 $4.7M
BlueChip Wealth Advisors LLC 1.96% Reduce -14.4% 17,146 $4.7M
Integrity Wealth Solutions LLC 1.84% Reduce -0.2% 17,139 $4.7M
Keeler & Nadler Financial Planning & Wealth Management 1.61% Add +105.8% 17,109 $4.7M
FWG Holdings, LLC 1.76% Reduce -1.9% 17,910 $4.6M
Financial & Tax Architects, LLC 1.04% Add +1.6% 17,083 $4.6M
MA Private Wealth 0.77% Reduce -1.0% 17,081 $4.6M
Hurlow Wealth Management Group, Inc. 1.14% Reduce -10.6% 17,075 $4.6M
LeConte Wealth Management, LLC 3.03% Add +6.5% 17,061 $4.6M
Grant Street Asset Management, Inc. 0.93% Add +12.6% 17,024 $4.6M
Athena Investment Management 2.37% Reduce -2.9% 17,021 $4.6M
Twelve Points Wealth Management LLC 1.04% Add +1.8% 17,834 $4.6M
Cornerstone Select Advisors, LLC 3.21% Reduce -0.5% 17,015 $4.6M
SHUTTLEWORTH & Co 4.23% Reduce -5.2% 17,008 $4.6M
New Covenant Trust Company, N.A. 4.17% Add +1.1% 17,049 $4.6M
Heritage Investment Group, Inc. 0.70% Add +1.0% 16,993 $4.6M
Jacksonville Wealth Management, LLC 3.27% Reduce -4.7% 16,993 $4.6M
Prosperity Bancshares Inc 4.17% — 16,992 $4.6M
Loudon Investment Management, LLC 2.41% No change 16,971 $4.6M
RD Lewis Holdings, Inc. 3.94% Add +1.0% 17,108 $4.6M
Monetary Solutions, Ltd 4.54% — 16,949 $4.6M
Human Investing LLC 0.65% Add +0.6% 16,948 $4.6M
West Bancorporation Inc. 2.41% Reduce -1.0% 16,948 $4.6M
ATLas Financial Planning LLC 4.52% — 16,931 $4.6M
Davidson Kahn Capital Management, LLC 2.39% Add +5.2% 16,921 $4.6M
Carbahal Olsen Financial Services Group, LLC 3.53% Add +88.7% 16,910 $4.6M
Opus Capital Group, LLC 0.50% Add +0.2% 16,910 $4.6M
M3 Advisory Group, LLC 2.80% Add +3.4% 16,906 $4.6M
Bluebird Wealth Management LLC 4.29% — 16,900 $4.6M
Community Bank of Raymore 3.12% Reduce -1.4% 16,873 $4.6M
WMS Group LLC 5.83% — 16,865 $4.6M
Reik & Co., LLC 1.26% Reduce -5.6% 16,849 $4.6M
Mb, Levis & Associates, LLC 1.93% Reduce -1.5% 16,834 $4.6M
Integrity Advisory Solutions, LLC 0.66% Add +0.8% 16,834 $4.6M
Parrish Capital LLC 4.14% — 16,813 $4.6M
Clarity Financial LLC 0.42% Reduce -6.9% 16,804 $4.6M
Summit Wealth Partners, LLC 0.84% Reduce -11.7% 16,801 $4.6M
Payden & Rygel 0.32% Reduce -10.6% 16,800 $4.6M
Boreal Capital Management LLC 4.18% Reduce -5.2% 16,792 $4.6M
Campbell & CO Investment Adviser LLC 0.22% Add +249.5% 16,788 $4.6M
KWB Wealth 0.43% Add +3.8% 16,760 $4.6M
John G Ullman & Associates Inc. 0.61% Reduce -1.8% 16,758 $4.6M
August Group Capital Ltd 5.06% — 16,757 $4.6M
Alliance Wealth Advisors, LLC 2.18% Reduce -2.0% 16,754 $4.6M
Geometric Wealth Advisors 0.59% Reduce -2.4% 16,739 $4.6M
Navigoe, LLC 2.81% Reduce -0.7% 16,724 $4.5M
Clearwave Capital, LLC 3.35% — 16,712 $4.5M
Emissary Wealth LLC 3.82% — 16,710 $4.5M
M3 Wealth Management, LLC 3.70% — 16,703 $4.5M
Rooted Wealth Advisors, Inc. 1.28% Add +1.1% 16,422 $4.5M
Mendel Money Management 1.90% Reduce -0.7% 16,677 $4.5M
Helium Advisors LLC 4.59% Reduce -28.9% 16,674 $4.5M
JMN Financial LLC 4.51% — 16,655 $4.5M
Pacific Capital Wealth Advisors, Inc. 0.78% Reduce -2.1% 16,639 $4.5M
Intellectus Partners, LLC 0.87% Reduce -3.5% 16,625 $4.5M
IMZ Advisory Inc 1.65% Reduce -1.3% 16,620 $4.5M
Paladin Advisory Group, LLC 3.30% Add +3.2% 16,618 $4.5M
Heritage Family Offices, LLP 2.05% Reduce -2.4% 16,615 $4.5M
Legal Advantage Investments, Inc. 2.09% Reduce -0.0% 16,598 $4.5M
KW Wealth Management LLC 6.85% Reduce -2.4% 16,597 $4.5M
Lorne Steinberg Wealth Management Inc. 1.04% Add +0.2% 16,593 $4.5M
Investors Asset Management of Georgia Inc. /Ga/ 1.87% Add +0.0% 16,589 $4.5M
Nabity-Jensen Investment Management Inc 3.05% Add +0.2% 16,576 $4.5M
B.O.S.S. Retirement Advisors, LLC 1.42% Reduce -15.6% 16,569 $4.5M
Signet Private Wealth LLC 4.31% — 16,567 $4.5M
Single Point Partners, LLC 0.89% Reduce -2.4% 16,552 $4.5M
Malaga Cove Capital, LLC 1.56% Reduce -1.5% 16,540 $4.5M
Greenbush Financial Group, LLC 1.53% Add +14.1% 16,538 $4.5M
Private Harbour Investment Management & Counsel, LLC 4.70% Reduce -0.4% 16,522 $4.5M
Giverny Capital 0.15% Reduce -2.1% 16,518 $4.5M
Rainey & Randall Wealth Advisors Inc. 0.73% Reduce -2.7% 16,509 $4.5M
Tradewinds Capital Management, LLC 0.95% Add +0.8% 16,503 $4.5M
5th Street Advisors, LLC 2.10% Reduce -4.7% 16,503 $4.5M
M.E. Allison & Co., Inc. 3.05% Reduce -0.6% 16,500 $4.5M
Northern Lights Advisors, Inc. 3.08% — 16,496 $4.5M
Gibson Capital, LLC 0.82% Reduce -0.3% 16,488 $4.5M
Midwest Professional Planners, LTD. 1.06% Add +1.4% 16,464 $4.5M
Heritage Oak Wealth Advisors LLC 1.65% Add +3.4% 16,455 $4.5M
Momentum Wealth Planning, LLC 3.54% Add +504.7% 16,443 $4.5M
Estate Planners Group, LLC 1.94% — 16,418 $4.5M
Gilbert & Cook, Inc. 0.56% Reduce -11.3% 16,412 $4.5M
Ping Capital Management, Inc. 1.78% Add +22.4% 16,400 $4.5M
MBA Advisors LLC 1.80% Reduce -0.6% 16,398 $4.5M
Sicart Associates LLC 1.18% No change 16,364 $4.4M
Whalen Wealth Management Inc. 2.38% Add +57.0% 16,340 $4.4M
Fortune 45 LLC 2.12% Add +1.3% 16,389 $4.4M
Guerra Pan Advisors, LLC 2.63% Add +0.6% 16,315 $4.4M
Farmers & Merchants Trust Co of Chambersburg PA 1.24% Reduce -4.8% 16,310 $4.4M
North Capital, Inc. 3.82% Reduce -32.4% 16,296 $4.4M
BAM Wealth Management, LLC 3.20% Reduce -1.3% 16,278 $4.4M
Regimen Wealth, LLC 1.29% Reduce -0.3% 16,247 $4.4M
CacheTech Inc. 0.82% Add +0.2% 16,247 $4.4M
PUREfi Wealth, LLC 3.38% Add +7.5% 16,218 $4.4M
Donalies Financial Planning, LLC 3.75% — 16,203 $4.4M
Engineers Gate Manager LP 0.05% Add +243.8% 16,199 $4.4M
RHS Financial, LLC 2.15% Add +1.4% 16,196 $4.4M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.86% No change 16,192 $4.4M
Almanack Investment Partners, LLC. 0.75% Reduce -42.3% 16,187 $4.4M
Capstone Wealth Management Group, LLC 1.84% Add +2.9% 16,164 $4.4M
Market Street Wealth Management Advisors LLC 0.68% Add +3.6% 16,157 $4.4M
First Pacific Financial 0.57% Reduce -9.3% 16,148 $4.4M
Syverson Strege & Co 1.04% Reduce -3.4% 16,115 $4.4M
Motive Wealth Advisors 1.86% Reduce -0.8% 16,105 $4.4M
Medallion Wealth Advisors, LLC 1.47% Add +2.4% 16,049 $4.4M
Redmond Asset Management, LLC 1.11% Reduce -1.4% 16,035 $4.4M
Blue Sky Capital Consultants Group, Inc. 1.90% Reduce -50.0% 16,034 $4.4M
Rise Advisors, LLC 1.55% Reduce -3.8% 16,027 $4.4M
Karras Company, Inc. 4.24% — 16,002 $4.4M
Graham Capital Management, L.P. 0.21% Add +17.2% 16,000 $4.3M
Acorn Creek Capital LLC 1.56% Add +0.7% 15,998 $4.3M
Piedmont Capital Management, LLC 2.86% — 15,996 $4.3M
Apeiron RIA LLC 0.88% Add +1.0% 16,077 $4.3M
Centiva Capital, LP 0.26% New 15,976 $4.3M
Covenant Partners, LLC 1.27% Add +0.8% 15,969 $4.3M
CAP Partners, LLC 2.46% Reduce -6.2% 15,966 $4.3M
Brady Martz Wealth Solutions, LLC 0.76% Add +6.3% 15,904 $4.3M
Atom Investors LP 0.34% Reduce -2.0% 15,892 $4.3M
West Financial Advisors, LLC 0.73% Reduce -14.2% 15,876 $4.3M
Boothbay Fund Management, LLC 0.12% Reduce -59.0% 15,863 $4.3M
Alliance Wealth Advisors, LLC 0.93% Add +33.3% 15,860 $4.3M
Hobart Private Capital, LLC 0.84% Add +58.8% 15,855 $4.3M
Sterling Financial Planning, Inc. 1.30% Add +1.7% 15,848 $4.3M
Center For Asset Management LLC 2.25% Reduce -22.5% 15,836 $4.3M
V2 Financial group LLC 2.12% Add +2.1% 15,832 $4.3M
Total Wealth Planning & Management, Inc. 3.42% — 15,829 $4.3M
Gouws Capital LLC 2.27% Reduce -0.1% 15,828 $4.3M
Dougherty & Associates, LLC 3.85% — 15,827 $4.3M
Allegiance Financial Group Advisory Services LLC 0.90% Add +14.4% 15,778 $4.3M
RM Financial Services, LLC 3.81% — 15,772 $4.3M
Elevate Capital Advisors, LLC 2.83% Add +6.9% 15,738 $4.3M
United Community Bank 1.62% Reduce -11.1% 15,714 $4.3M
RFG Holdings, Inc. 1.07% Add +3.5% 15,706 $4.3M
Palatine Hill Wealth Management, LLC 3.44% — 15,685 $4.3M
Centennial Bank 1.69% Reduce -0.6% 15,664 $4.3M
Birmingham Capital Management Co. Inc. 1.87% Reduce -1.3% 15,642 $4.3M
Scarborough Advisors, LLC 0.72% Add +2.6% 15,613 $4.2M
MBM Wealth Consultants, LLC 1.01% Reduce -1.6% 15,605 $4.2M
Selby Wealth Management, LLC 1.71% — 15,580 $4.2M
Cherrydale Wealth Management, LLC 1.29% Reduce -2.3% 15,574 $4.2M
Stonehearth Capital Management, LLC 1.57% Reduce -1.1% 15,573 $4.2M
Decision Investments, Inc. 4.63% — 15,567 $4.2M
Brogan Financial, Inc. 1.85% Reduce -0.1% 15,555 $4.2M
Murphy Pohlad Asset Management LLC 1.62% Reduce -4.1% 15,554 $4.2M
CKW Financial Group 0.46% Reduce -4.5% 15,536 $4.2M
TruNorth Capital Management, LLC 0.80% Add +29.0% 15,527 $4.2M
A&I Financial Services, LLC 2.00% Reduce -1.1% 15,524 $4.2M
Center for Wealth Management Advisory 3.11% — 15,518 $4.2M
Tanglewood Legacy Advisors, LLC 1.58% Reduce -0.6% 15,513 $4.2M
Paradigm, Strategies in Wealth Management, LLC 2.77% Reduce -5.9% 15,512 $4.2M
Three Magnolias Financial Advisors, LLC 2.62% Reduce -1.3% 15,506 $4.2M
Davidson Capital Management Inc. 0.91% Add +0.2% 15,503 $4.2M
Vantage Financial Partners, LLC 0.86% Reduce -0.2% 15,502 $4.2M
Rather & Kittrell, Inc. 0.68% Add +7.4% 15,498 $4.2M
Oakmont Investment Advisors, Inc. 3.08% — 15,481 $4.2M
Redwood Wealth Management Group, LLC 1.76% Reduce -2.4% 15,469 $4.2M
Global Strategic Investment Solutions, LLC 0.41% Add +0.2% 15,469 $4.2M
Solitude Financial Services 1.39% Add +12.2% 15,468 $4.2M
McElhenny Sheffield Capital Management, LLC 1.02% Reduce -38.5% 15,453 $4.2M
Machina Capital S.A.S. 0.80% New 15,437 $4.2M
Mirova US LLC 0.04% New 15,420 $4.2M
Greenline Wealth Management LLC 4.34% — 15,417 $4.2M
MFG Wealth Management, Inc. 3.26% Reduce -2.5% 15,374 $4.2M
Granite Group Advisors, LLC 2.37% Reduce -3.6% 15,362 $4.2M
Blue Line Capital, LLC / IL 4.94% — 15,339 $4.2M
CGC Financial Services, LLC 1.11% Add +6.8% 15,319 $4.2M
Operose Advisors LLC 0.97% Add +0.1% 15,288 $4.2M
Concorde Asset Management, LLC 1.66% Add +1.3% 15,270 $4.2M
Eurizon SLJ Capital Ltd 1.64% — 15,249 $4.1M
Sage Private Wealth Group, LLC 2.23% Reduce -0.9% 15,248 $4.1M
DHJJ Financial Advisors, Ltd. 1.37% Reduce -1.6% 15,209 $4.1M
Davis Capital Management 2.84% Reduce -2.4% 15,189 $4.1M
Wrenne Financial Planning LLC 1.67% Reduce -6.3% 15,129 $4.1M
Epiq Partners, LLC 1.98% Reduce -5.8% 15,128 $4.1M
Channing Global Advisors, LLC 2.63% Reduce -0.1% 15,121 $4.1M
Arcus Capital Partners, LLC 1.48% Reduce -0.6% 15,121 $4.1M
FOCUS Wealth Advisors, LLC 1.91% Reduce -0.0% 15,117 $4.1M
Wolff Wiese Magana LLC 2.25% Add +0.6% 15,086 $4.1M
Pathway Financial Advisors LLC 0.52% Reduce -0.0% 15,624 $4.1M
Flower City Capital 2.09% Reduce -4.0% 15,073 $4.1M
FSB Premier Wealth Management, Inc. 1.30% Add +2.6% 15,073 $4.1M
Avise Financial Cooperative, Inc. 3.71% — 15,043 $4.1M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 2.84% Reduce -44.3% 15,962 $4.1M
Diesslin Group, Inc. 1.62% — 15,003 $4.1M
Carmignac Gestion 0.06% Reduce -33.1% 14,979 $4.1M
Elgethun Capital Management 0.70% Reduce -3.5% 14,977 $4.1M
Axis Wealth Partners, LLC 2.25% Reduce -2.7% 14,972 $4.1M
Talisman Wealth Advisors LLC 3.17% Reduce -6.4% 14,943 $4.1M
Camden National Bank 0.56% Add +2.1% 14,957 $4.1M
apricus wealth, LLC 2.07% Reduce -0.8% 14,937 $4.1M
Wulff, Hansen & Co. 3.40% Reduce -1.2% 14,918 $4.1M
Wealthcare Capital Partners, LLC 1.90% Reduce -3.4% 14,908 $4.1M
Eagle Harbor Asset Management Inc. 3.36% Add +2.3% 14,908 $4.1M
Investment Insight Wealth Management, LLC 3.98% — 14,905 $4.1M
Kelly Financial Services LLC 1.02% Reduce -8.1% 14,900 $4.1M
Golden Reserve Retirement LLC 0.75% Add +645.4% 14,893 $4.0M
Valued Retirements, Inc. 3.95% Reduce -0.8% 14,875 $4.0M
Berkeley Capital Partners, LLC 0.95% Add +1.0% 14,850 $4.0M
BLKBRD Asset Management, LP 5.43% New 14,844 $4.0M
RCS Financial Planning, LLC 1.74% Reduce -0.2% 14,837 $4.0M
Auto-Owners Insurance Co 0.08% No change 14,818 $4.0M
DV Trading LLC 0.35% — 14,778 $4.0M
MinichMacGregor Wealth Management, LLC 0.73% Add +0.4% 14,760 $4.0M
KERR FINANCIAL PLANNING Corp 5.45% Reduce -0.6% 14,511 $4.0M
Arkos Global Advisors 0.51% Reduce -13.0% 14,753 $4.0M
Legacy Wealth Partners, LLC 1.04% — 14,750 $4.0M
Werlinich Asset Management, LLC 1.98% Reduce -0.2% 14,680 $4.0M
HMS Capital Management, LLC 1.66% Reduce -1.9% 14,738 $4.0M
Mraz, Amerine & Associates, Inc. 0.59% Reduce -0.1% 14,731 $4.0M
FreeGulliver LLC 1.79% Add +5.2% 14,720 $4.0M
Lakewood Asset Management LLC 2.35% Reduce -1.8% 14,719 $4.0M
DecisionMap Wealth Management, LLC 2.47% Add +0.0% 14,718 $4.0M
Buttonwood Financial Advisors Inc. 1.33% Reduce -0.6% 14,692 $4.0M
Mowery & Schoenfeld Wealth Management, LLC 5.79% Reduce -0.9% 14,692 $4.0M
AXS Investments LLC 1.37% Reduce -2.0% 14,685 $4.0M
Foundation Wealth Management, LLC 2.75% Reduce -2.6% 14,670 $4.0M
Leith Wheeler Investment Counsel Ltd. 0.30% Add +404.4% 14,668 $4.0M
Wetzel Investment Advisors, Inc. 1.62% Add +1.8% 14,665 $4.0M
Arq Wealth Advisors, LLC 1.07% Reduce -5.1% 14,653 $4.0M
Valueworks LLC 1.05% Reduce -3.8% 14,652 $4.0M
Carrera Capital Advisors 0.67% Add +40.4% 14,626 $4.0M
Uhlmann Price Securities, LLC 2.35% Add +3.2% 14,613 $4.0M
Limestone Investment Advisors LP 2.85% New 14,596 $4.0M
Minot DeBlois Advisors LLC 3.56% Reduce -5.1% 14,591 $4.0M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 3.71% — 14,567 $4.0M
LifePlan Investment Advisors, Inc. 1.61% Add +3.7% 14,533 $4.0M
Mountain Pacific Investment Advisers LLC 0.64% Reduce -6.7% 14,533 $4.0M
Gill Capital Partners, LLC 1.20% Reduce -4.0% 14,522 $3.9M
Measured Risk Portfolios, Inc. 4.55% Add +17.1% 14,507 $3.9M
Kellett Wealth Advisors, LLC 2.25% Reduce -1.2% 14,501 $3.9M
SK Wealth Management, LLC 1.10% Reduce -13.1% 15,232 $3.9M
One Degree Advisors Inc 1.08% Add +3.7% 14,473 $3.9M
TLWM 0.72% Add +3.4% 14,449 $3.9M
SKY-Mountain Capital Management, Inc. 2.61% Reduce -4.5% 15,371 $3.9M
Arrowroot Family Office, LLC 1.43% Reduce -9.9% 14,417 $3.9M
Capital Squared Financial LLC 3.06% Reduce -0.5% 14,414 $3.9M
Towerpoint Wealth, LLC 1.55% Reduce -28.7% 14,412 $3.9M
Main Street Group, LTD 1.35% Reduce -16.8% 14,409 $3.9M
Clientfirst Wealth Management, LLC 3.14% No change 14,402 $3.9M
New Wave Wealth Advisors LLC 1.43% Add +0.6% 14,397 $3.9M
Tenon Financial LLC 1.65% Add +23.3% 14,392 $3.9M
Halter Ferguson Financial Inc. 0.86% Add +20.6% 14,366 $3.9M
Steffes Financial, Ltd. 2.04% — 14,356 $3.9M
Orion Investment Co 1.19% Add +0.3% 14,354 $3.9M
Brendel Financial Advisors LLC 1.92% Add +1.2% 14,349 $3.9M
Fortune Financial Advisors, LLC 2.63% Reduce -2.8% 14,333 $3.9M
Guild Investment Management, Inc. 2.89% Reduce -0.7% 14,321 $3.9M
Shepherd Street Advisors LLC 3.73% — 14,306 $3.9M
Rpo LLC 5.04% New 14,300 $3.9M
Baron Capital (BAMCO) 0.01% Add +58.3% 14,293 $3.9M
Prudent Man Investment Management, Inc. 1.31% Add +0.7% 14,286 $3.9M
AdviceOne Advisory Services, LLC 2.29% Add +1.9% 14,282 $3.9M
McCarter Private Wealth Services LLC 1.74% Add +5.9% 14,256 $3.9M
Ridge Creek Global, Inc 3.25% — 14,234 $3.9M
Ticino Wealth 1.43% — 14,232 $3.9M
Provident Living Financial Services, Inc. 3.79% — 14,202 $3.9M
Harbour Wealth Management Group, Inc. 3.01% — 14,178 $3.9M
Hutchens & Kramer Investment Management Group, LLC 1.33% Add +8.0% 14,168 $3.9M
Bond & Devick Financial Network, Inc. 1.08% Reduce -2.0% 14,168 $3.9M
LYNX Capital Group Ltd. 1.77% Reduce -0.1% 14,160 $3.8M
Oxford Wealth Group, LLC 1.87% — 14,140 $3.8M
Vienna Asset Management LLC 2.18% Reduce -20.1% 14,124 $3.8M
Burkett Financial Services, LLC 1.31% Reduce -2.5% 14,110 $3.8M
Nestegg Advisors, Inc. 3.27% Add +0.6% 14,098 $3.8M
Permanent Capital Management, LP 0.75% Add +1.0% 14,080 $3.8M
Menard Financial Group LLC 2.63% Add +6.8% 14,073 $3.8M
Disciplined Investors, L.L.C. 2.51% Reduce -6.0% 14,062 $3.8M
Credit Industriel Et Commercial 0.88% Add +44.1% 14,049 $3.8M
Northern Financial Advisors Inc 4.36% Reduce -45.9% 14,043 $3.8M
Seven Springs Wealth Group, LLC 1.11% Reduce -9.3% 14,011 $3.8M
Cannon Wealth Management Services, LLC 2.69% Reduce -0.0% 14,003 $3.8M
LuminArx Capital Management LP 5.58% — 14,000 $3.8M
Prevail Innovative Wealth Advisors, LLC 0.68% Reduce -4.0% 13,977 $3.8M
Align Financial, LLC 2.20% — 3,799,244 $3.8M
Baer Investment Advisory LLC 5.29% Add +3.0% 13,938 $3.8M
Rayburn West Financial Services LLC 2.35% — 13,935 $3.8M
Sierra Legacy Group 2.78% No change 13,929 $3.8M
Milestones Private Investment Advisors LLC 2.60% Reduce -0.7% 13,920 $3.8M
Future Fund LLC 1.20% Reduce -11.9% 13,920 $3.8M
KilterHowling LLC 1.92% Reduce -23.7% 13,906 $3.8M
Maripau Wealth Management LLC 1.74% Add +21.8% 13,888 $3.8M
Denver PWM, LLC 1.26% No change 18,389 $3.8M
Peak Retirement Planning, Inc. 0.88% Add +5.7% 13,873 $3.8M
Aspiring Ventures, LLC 1.37% Add +31.5% 13,864 $3.8M
Smith Thornton Advisors LLC 1.92% Reduce -0.3% 13,853 $3.8M
Legacy Capital Wealth Management, LLC 2.28% — 13,850 $3.8M
Latko Wealth Management, Ltd. 1.84% Reduce -8.8% 13,840 $3.8M
Sherman Asset Management, Inc. 3.18% Reduce -7.5% 13,813 $3.8M
Matrix Trust Co 0.62% Reduce -0.8% 13,811 $3.8M
Northern Capital Management, Inc. 1.98% Add +1.1% 13,798 $3.8M
Elevated Financial Group LLC 1.30% — 13,796 $3.8M
Alliance Private Wealth, LLC 1.30% — 13,909 $3.7M
GR Financial Group, LLC 0.84% Reduce -30.1% 13,758 $3.7M
Eads & Heald Wealth Management 1.81% Reduce -2.9% 13,755 $3.7M
Curtis Advisory Group, LLC 0.78% Reduce -0.8% 13,742 $3.7M
Compass Advisory Group LLC 1.01% Add +1.9% 13,740 $3.7M
Shrier Wealth Management, LLC 1.49% — 13,738 $3.7M
Paragon Capital Management Ltd 0.76% Reduce -4.9% 13,722 $3.7M
Invenio Wealth Partners LLC 1.39% Reduce -11.5% 13,721 $3.7M
Alessandra Capital Management, LLC 3.31% — 13,717 $3.7M
Entruity Wealth, LLC 2.66% Reduce -0.7% 13,715 $3.7M
Oldfather Financial Services, LLC 1.11% Add +9.9% 13,696 $3.7M
Enzi Wealth 1.31% Reduce -0.2% 14,321 $3.7M
Orin Green Financial, LLC 1.49% Add +0.9% 13,656 $3.7M
SMART Wealth LLC 1.13% Add +5.6% 13,651 $3.7M
Accelerate Investment Advisors LLC 2.50% Reduce -8.7% 13,637 $3.7M
Chicago Wealth Management, Inc. 1.49% Add +0.1% 13,635 $3.7M
Lifestyle Asset Management, Inc. 1.21% Reduce -0.1% 13,634 $3.7M
Sonoma Allocations LLC 1.23% Add +41.9% 14,008 $3.7M
Skyline Advisors, Inc. 1.24% Reduce -14.1% 13,613 $3.7M
Avondale Wealth Management 1.90% Reduce -1.7% 13,611 $3.7M
Strong Retirement Solutions LLC 2.49% — 13,601 $3.7M
Washburn Capital Management, Inc. 2.04% Reduce -0.0% 13,598 $3.7M
Donoghue Forlines LLC 1.14% Add +41.9% 13,584 $3.7M
Rexford Capital Inc. 2.79% Reduce -2.5% 13,562 $3.7M
Alvarez & Marsal Private Wealth Partners, LLC 0.71% — 13,558 $3.7M
Inkwell Capital LLC 3.75% Reduce -1.0% 13,550 $3.7M
Ade, LLC 1.78% Reduce -0.7% 13,540 $3.7M
Carlson Financial, Inc. 2.13% — 13,525 $3.7M
Compass Financial Group, INC 0.52% Reduce -1.1% 13,522 $3.7M
REDW Wealth LLC 1.40% Add +1.5% 13,504 $3.7M
GoalVest Advisory LLC 0.70% Add +24.1% 13,486 $3.7M
Wallace Capital Management Inc. 0.44% Add +1.0% 13,470 $3.7M
Guardian Financial Partners, LLC 1.54% Reduce -13.4% 13,465 $3.7M
Miller Financial Services LLC 4.29% Reduce -11.2% 13,451 $3.7M
Smith Partners Wealth Management, LLC 3.36% — 13,434 $3.7M
Dodds Wealth, LLC 0.89% Add +0.0% 13,419 $3.6M
Elm3 Financial Group, LLC 3.02% Reduce -4.4% 13,414 $3.6M
Objectivity Squared, LLC 2.04% Reduce -9.9% 13,400 $3.6M
Powell Investment Advisors, LLC 1.25% Reduce -2.6% 13,393 $3.6M
Keb Asset Management, LLC 0.74% Reduce -1.0% 13,388 $3.6M
Greater Midwest Financial Group, LLC 2.03% Add +0.6% 13,388 $3.6M
Wealth Forward, LLC 2.06% Add +1.9% 13,382 $3.6M
Payne Capital Management, LLC 1.15% Reduce -2.0% 13,362 $3.6M
Authentikos Wealth Advisory, LLC 2.40% Add +48.4% 13,359 $3.6M
Barings LLC 0.07% Reduce -2.3% 13,353 $3.6M
CogentBlue Wealth Advisors, LLC 2.47% Reduce -0.6% 13,352 $3.6M
First City Capital Management, Inc. 1.92% Reduce -0.4% 13,348 $3.6M
MKT Advisors LLC 1.24% Reduce -0.8% 13,572 $3.6M
Zinnia Wealth Advisory, LLC 3.92% — 13,325 $3.6M
Twinbeech Capital LP 0.26% New 13,306 $3.6M
Fenimore Asset Management Inc 0.08% Reduce -1.4% 13,296 $3.6M
Cherry Tree Wealth Management, LLC 0.76% Add +1.9% 13,283 $3.6M
Harvey Investment Co. LLC 0.38% Reduce -0.4% 13,277 $3.6M
Houlihan Financial Resource Group, Ltd. 1.40% Add +13.1% 13,793 $3.6M
Macroview Investment Management LLC 2.48% Add +6.0% 13,261 $3.6M
Laidlaw Wealth Management LLC 11.16% Reduce -1.1% 13,257 $3.6M
Client 1ST Advisory Group, LLC 1.13% Add +2.1% 13,253 $3.6M
Ulland Investment Advisors, LLC 2.89% Reduce -9.6% 13,237 $3.6M
Tributary Capital Management, LLC 0.35% Reduce -7.1% 13,225 $3.6M
Hobbs Group Advisors, LLC 1.08% Reduce -5.6% 13,219 $3.6M
Element Squared LLC 1.95% Add +35.0% 13,209 $3.6M
Peterson Wealth Advisors, LLC 0.48% Add +2.7% 13,201 $3.6M
Forza Wealth Management, LLC 1.30% Reduce -0.7% 13,199 $3.6M
Birchbrook, Inc. 1.79% Add +13.5% 13,199 $3.6M
Roxbury Financial LLC 3.22% Reduce -4.2% 13,199 $3.6M
WealthCollab, LLC 1.47% Reduce -1.0% 13,182 $3.6M
MorganRosel Wealth Management, LLC 0.90% Reduce -0.6% 13,166 $3.6M
Clear Point Advisors Inc. 2.77% Reduce -0.8% 13,138 $3.6M
Kaufman Rossin Wealth, LLC 1.86% Reduce -1.2% 13,129 $3.6M
Weinberger Asset Management, Inc 1.29% Add +4.6% 13,126 $3.6M
Halbert Hargrove Global Advisors, LLC 0.17% Reduce -24.9% 13,125 $3.6M
Strategic Financial Concepts, LLC 3.26% Reduce -58.4% 13,116 $3.6M
Viewpoint Capital Management LLC 1.54% Reduce -6.0% 13,110 $3.6M
Vilga Financial Planning LLC 3.41% — 13,105 $3.6M
MN Wealth Advisors, LLC 1.80% Reduce -9.5% 13,098 $3.6M
Kelman-Lazarov, Inc. 0.51% Add +9.2% 13,092 $3.6M
Invested Advisors 3.68% Add +10.5% 13,084 $3.6M
Peoples Bank 3.57% Reduce -5.5% 13,060 $3.6M
Sonoma Private Wealth LLC 4.29% Reduce -3.3% 13,057 $3.5M
Whipplewood Advisors, LLC 2.28% Add +0.4% 13,055 $3.5M
Saxony Capital Management, LLC 2.18% Reduce -0.8% 13,052 $3.5M
Endeavor Private Wealth, Inc. 1.02% Add +7.5% 13,046 $3.5M
Moisand Fitzgerald Tamayo, LLC 0.40% Reduce -1.5% 13,042 $3.5M
1248 Management, LLC 1.89% Reduce -26.7% 13,010 $3.5M
Olstein Capital Management, L.P. 0.72% Reduce -18.8% 13,000 $3.5M
Global Trust Wealth Management LLC 2.61% — 12,970 $3.5M
Sunflower Bank, N.A. 0.89% Reduce -0.8% 12,968 $3.5M
Pathway Wealth Management LLC 3.21% — 12,950 $3.5M
LifeGoal Investments, LLC 2.36% Add +255.1% 12,939 $3.5M
Tanaka Capital Management Inc. 6.42% Reduce -0.3% 12,937 $3.5M
Paladin Wealth, LLC 2.40% Reduce -6.0% 12,928 $3.5M
Weik Capital Management 1.31% Reduce -0.6% 12,879 $3.5M
Aspen Wealth Management LLC 0.73% Add +8.1% 12,865 $3.5M
Kondo Wealth Advisors, Inc. 1.34% Add +0.9% 12,844 $3.5M
Riverpark Capital Management LLC 6.75% Reduce -8.6% 12,846 $3.5M
Capitol Family Office, Inc. 4.12% Reduce -5.9% 12,846 $3.5M
Bullock Wealth Management Group 1.71% — 12,844 $3.5M
Old West Investment Management, LLC 0.62% Reduce -0.6% 12,835 $3.5M
Golden Road Advisors LLC 1.99% Reduce -12.9% 12,828 $3.5M
Storen Legacy Partners, LLC 1.09% — 12,828 $3.5M
Alaska Wealth Advisors, LLC 0.44% Add +24.3% 12,801 $3.5M
City National Bank of Florida 2.27% Add +5.6% 12,792 $3.5M
Veery Capital, LLC 1.07% Add +0.4% 12,784 $3.5M
360 Financial, Inc. 1.05% Reduce -1.0% 12,781 $3.5M
Tucker Asset Management LLC 1.01% Reduce -14.4% 12,766 $3.5M
Adapt Wealth Advisors, LLC 1.19% Reduce -1.4% 12,751 $3.5M
Summa Corp. 1.49% Reduce -0.0% 12,749 $3.5M
Richmond Brothers, Inc. 2.20% Reduce -1.1% 12,697 $3.5M
Collective Family Office LLC 0.79% Add +4.0% 12,696 $3.5M
Northland Securities, Inc. 3.32% — 12,683 $3.4M
Wood Tarver Financial Group, LLC 0.97% Reduce -2.9% 12,657 $3.4M
SWAN Capital LLC 1.34% Add +0.3% 12,633 $3.4M
Financial Symmetry Inc 1.40% Reduce -4.1% 12,604 $3.4M
Basepoint Wealth LLC 2.08% Reduce -1.7% 12,601 $3.4M
International Private Wealth Advisors LLC 2.16% Add +1.8% 12,591 $3.4M
Capital Square, LLC 1.75% Add +1.3% 12,587 $3.4M
St. Louis Financial Planners Asset Management, LLC 2.10% Reduce -1.2% 12,580 $3.4M
Breakthru Advisory Services, LLC 2.18% Add +3.1% 12,570 $3.4M
Partners Capital Investment Group, LLP 0.13% Add +1.1% 12,565 $3.4M
Blackston Financial Advisory Group, LLC 2.08% Add +9.4% 12,551 $3.4M
Strathmore Capital Advisors, Inc. 1.12% Reduce -2.3% 12,541 $3.4M
MRP Capital Investments, LLC 2.86% Reduce -9.1% 12,521 $3.4M
Catalyst Private Wealth, LLC 1.49% Add +3.4% 12,517 $3.4M
Value Investment Professionals, LLC 3.57% — 12,515 $3.4M
Elevated Private Wealth, LLC 3.54% — 12,509 $3.4M
Sterling Manor Financial, LLC 2.11% Reduce -2.0% 12,467 $3.4M
Canandaigua National Trust Co of Florida 2.12% Add +17.3% 12,458 $3.4M
Keyvantage Wealth, LLC 1.45% Reduce -35.5% 12,447 $3.4M
Sageworth Trust Co 0.14% Reduce -76.9% 12,440 $3.4M
Jefferson Bridge Capital, LLC 3.40% — 12,424 $3.4M
Requisite Capital Management, LLC 0.64% Add +3.4% 12,423 $3.4M
CarsonAllaria Wealth Management, Ltd. 1.67% Reduce -0.1% 12,406 $3.4M
Gallacher Capital Management LLC 1.30% Reduce -1.3% 12,405 $3.4M
Leibman Financial Services, Inc. 2.43% Reduce -24.4% 12,396 $3.4M
Wellington-Altus USA Inc. 2.50% — 12,394 $3.4M
Bank & Trust Co 2.38% Reduce -1.2% 12,383 $3.4M
Odyssey Capital Advisors, Inc. 2.99% — 12,367 $3.4M
Nicholas Investment Partners, LP 0.28% No change 12,364 $3.4M
RMG Wealth Management LLC 0.43% Add +2.7% 13,431 $3.4M
Systematic Financial Management LP 0.08% No change 12,335 $3.4M
WESPAC Advisors, LLC 1.82% Add +0.3% 12,326 $3.4M
X-Square Capital, LLC 1.10% Add +4.5% 12,319 $3.3M
Commonwealth Retirement Investments LLC 1.08% No change 12,304 $3.3M
Barden Capital Management, Inc. 2.75% Reduce -3.9% 12,304 $3.3M
Momentous Wealth Management, Inc. 1.90% Add +6.0% 12,295 $3.3M
Grantvest Financial Group LLC 2.14% Reduce -0.8% 12,293 $3.3M
Professional Financial Advisors, LLC 0.68% Add +0.0% 12,289 $3.3M
Colony Family Offices, LLC 0.83% Reduce -8.6% 12,288 $3.3M
Droms Strauss Advisors Inc. /Mo/ 0.88% Reduce -15.0% 12,281 $3.3M
Lombard Odier Asset Management (USA) Corp 1.79% New 12,272 $3.3M
Blake Schutter Theil Wealth Advisors, LLC 2.74% Reduce -1.5% 12,269 $3.3M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.30% Add +0.0% 12,268 $3.3M
Portfolio Strategies, Inc. 0.39% Reduce -1.8% 12,266 $3.3M
Gray Private Wealth, LLC 1.62% Reduce -0.8% 12,237 $3.3M
Scharf Investments, LLC 0.09% Reduce -8.8% 12,237 $3.3M
Davies Financial Advisors, Inc. 6.15% Reduce -59.0% 12,234 $3.3M
Portus Wealth Advisors, LLC 3.13% Add +4.3% 12,219 $3.3M
Arwa LLC 1.94% — 12,209 $3.3M
Stephens Consulting, LLC 1.07% Reduce -0.3% 12,191 $3.3M
Townsend & Associates, Inc 0.30% Reduce -0.8% 12,834 $3.3M
Autumn Glory Partners, LLC 1.16% Add +3.1% 12,181 $3.3M
Riverpoint Wealth Management Holdings, LLC 0.71% Reduce -4.8% 12,170 $3.3M
Berry Wealth Group, LP 11.62% Reduce -6.5% 12,169 $3.3M
DiNuzzo Private Wealth, Inc. 0.36% Reduce -5.5% 12,165 $3.3M
Intelligent Financial Strategies 1.59% Add +0.0% 12,163 $3.3M
Redwood Park Advisors LLC 2.25% Reduce -1.1% 12,157 $3.3M
Carmel Capital Partners, LLC 1.16% Add +27.8% 12,122 $3.3M
Lakeshore Capital Group, Inc. 2.64% Add +1.9% 12,113 $3.3M
Stonehage Fleming Financial Services Holdings Ltd 0.10% Reduce -4.3% 12,105 $3.3M
HTG Investment Advisors, Inc. 1.01% Reduce -1.1% 12,104 $3.3M
Everest Private Wealth 1.83% Reduce -30.0% 12,092 $3.3M
Certior Financial Group, LLC 2.24% Reduce -1.2% 12,074 $3.3M
Riverstone Advisors, LLC 1.55% Add +5.8% 12,072 $3.3M
Bay Capital Advisors, LLC 2.00% Add +3.6% 12,051 $3.3M
Master's Wealth Management Inc. 1.18% Add +16.3% 12,028 $3.3M
Cookson Peirce & Co. Inc. 0.14% Reduce -4.3% 12,024 $3.3M
Fairbanks Capital Management, Inc. 1.80% Add +0.5% 12,017 $3.3M
Crux Wealth Advisors 1.21% Reduce -4.2% 12,006 $3.3M
Cohen & Steers, Inc. 0.01% No change 12,000 $3.3M
Sierra Ocean, LLC 2.70% Add +0.0% 11,989 $3.3M
Dopkins Wealth Management, LLC 1.33% Reduce -7.8% 11,983 $3.3M
Wiser Wealth Management, Inc 0.72% Add +1.6% 11,980 $3.3M
Schorn Wealth LLC 0.99% Add +0.7% 11,979 $3.3M
Rhodes Investment Advisors Inc. 2.63% — 11,972 $3.3M
Gilpin Wealth Management, LLC 2.58% — 11,970 $3.3M
Bingham Private Wealth, LLC 2.81% — 16,946 $3.3M
STAR Financial Bank 1.66% Reduce -18.4% 11,964 $3.3M
Latitude Advisors, LLC 1.43% Reduce -0.3% 11,942 $3.2M
Red Cedar Investment Management, LLC 0.35% No change 11,921 $3.2M
Pinnacle Wealth Management Group, Inc. 1.62% Reduce -0.2% 11,918 $3.2M
Christensen, King & Associates Investment Services, Inc. 1.38% Reduce -6.0% 11,912 $3.2M
Northeast Financial Group, Inc. 0.81% Reduce -39.1% 11,902 $3.2M
Veratis Advisors, Inc. 2.56% — 12,362 $3.2M
Defined Wealth Management, LLC 1.86% Add +2.6% 11,865 $3.2M
Solutions 4 Wealth, Ltd 4.87% Reduce -1.8% 11,858 $3.2M
Keyes, Stange & Wooten Wealth Management, LLC 1.53% Reduce -1.3% 11,854 $3.2M
Rosenberg Matthew Hamilton 0.67% Reduce -0.7% 11,849 $3.2M
WorthPointe, LLC 0.85% Add +3.9% 11,834 $3.2M
Payne Capital LLC 3.28% Add +0.1% 11,833 $3.2M
Vivid Wealth Management, LLC 1.25% Reduce -7.0% 11,831 $3.2M
Muirfield Wealth Advisors LLC 2.36% Reduce -7.2% 11,819 $3.2M
Kennicott Capital Management LLC 1.56% Reduce -16.8% 11,808 $3.2M
Verus Financial Partners, Inc. 0.29% Reduce -10.7% 12,554 $3.2M
Advisory Research Inc. 0.40% Add +0.1% 11,792 $3.2M
Red Crane Wealth Management, LLC 2.62% Reduce -0.1% 11,779 $3.2M
Shayne & Jacobs, LLC 0.97% Add +0.0% 11,776 $3.2M
Financial Alternatives, Inc 1.86% Reduce -15.1% 11,768 $3.2M
Hilton Head Capital Partners, LLC 1.87% — 11,763 $3.2M
Private Wealth Advisors, LLC 1.15% Add +4.3% 11,762 $3.2M
OMNI 360 Wealth, Inc. 1.63% Reduce -4.0% 12,263 $3.2M
Capital Asset Managemnet, LLC 3.53% — 11,713 $3.2M
Readystate Asset Management LP 0.24% New 11,710 $3.2M
Nalls Sherbakoff Group, LLC 2.29% Reduce -9.5% 11,702 $3.2M
Maxele Advisors, LLC 2.58% Add +14.7% 11,699 $3.2M
Sachetta, LLC 1.74% Reduce -59.5% 11,686 $3.2M
NBZ Investment Advisors LLC 1.39% Reduce -15.8% 11,681 $3.2M
PTM Wealth Management, LLC 1.79% Add +2.9% 11,869 $3.2M
Power Wealth Management LLC 1.12% Reduce -3.3% 11,653 $3.2M
Terra Nova Asset Management LLC 2.09% Reduce -2.5% 11,652 $3.2M
Park Edge Advisors, LLC 0.72% Reduce -7.5% 11,649 $3.2M
Creegan & Nassoura Financial Group, LLC 2.05% Reduce -7.2% 11,634 $3.2M
Factorial Partners, LLC 2.08% No change 11,600 $3.2M
Flagstone Financial Management 0.81% Reduce -3.6% 11,583 $3.1M
Avant Financial Advisors LLC 2.26% Reduce -8.7% 11,563 $3.1M
Viewpoint Investment Partners Corp. 1.50% Add +3.4% 11,561 $3.1M
Elkhorn Partners Limited Partnership 1.98% Reduce -7.2% 11,560 $3.1M
Smith Asset Management Co., LLC 2.59% Add +16.2% 11,538 $3.1M
Penobscot Wealth Management 0.97% Add +0.5% 11,531 $3.1M
One Plus One Wealth Management, LLC 1.44% Add +0.3% 11,523 $3.1M
Eaton-Cambridge Inc. 1.03% Add +2.7% 11,518 $3.1M
Sterling Wealth Management, Inc. 0.89% Reduce -6.6% 11,511 $3.1M
Clarity Wealth Development LLC 2.64% Reduce -1.3% 11,492 $3.1M
Athena Wealth Management, LLC 3.03% — 11,476 $3.1M
Aegis Wealth Management LLC 1.76% Reduce -21.9% 11,454 $3.1M
Raffa Wealth Management, LLC 0.48% Reduce -0.9% 11,450 $3.1M
Integrated Capital Management, LLC 1.34% Reduce -1.3% 11,445 $3.1M
Nicholas Wealth, LLC. 2.10% Add +23.9% 11,436 $3.1M
Stonebridge Financial Planning Group, LLC 1.12% Reduce -0.7% 11,430 $3.1M
TCP Asset Management, LLC 0.52% Add +18.7% 11,427 $3.1M
DecisionPoint Financial, LLC 0.68% Add +3.8% 11,420 $3.1M
Threadgill Financial, LLC 1.28% Add +0.1% 11,411 $3.1M
Lumbard & Kellner, LLC 1.09% Reduce -8.0% 11,409 $3.1M
Darwin Wealth Management, LLC 0.96% Reduce -3.9% 11,400 $3.1M
Maltin Wealth Management, Inc. 1.23% Add +0.3% 11,398 $3.1M
Womack Financial LLC 2.28% Reduce -0.1% 11,382 $3.1M
Cornerstone National Bank & Trust Co 1.23% Add +1.6% 11,367 $3.1M
Monte Financial Group, LLC 1.15% Reduce -5.1% 11,366 $3.1M
Cogent Private Wealth, Inc. 2.34% — 11,309 $3.1M
Thoma Capital Management LLC 1.77% Reduce -5.7% 11,291 $3.1M
Glass Jacobson Investment Advisors llc 1.10% Reduce -6.0% 11,278 $3.1M
TrueWealth Advisors, LLC 0.79% Reduce -0.4% 11,277 $3.1M
Keener Financial Planning LLC 1.32% Add +39.4% 11,276 $3.1M
Richwood Investment Advisors, LLC 2.20% Reduce -7.0% 11,009 $3.1M
Global Wealth Strategies & Associates 0.76% Reduce -1.3% 11,260 $3.1M
Qsemble Capital Management, LP 0.25% New 11,253 $3.1M
Tower Wealth Partners, Inc. 1.68% Add +1.3% 11,249 $3.1M
Alterna Wealth Management, Inc. 2.55% Reduce -0.1% 11,248 $3.1M
Hartmann Taylor Wealth Management, LLC 2.06% Reduce -0.3% 11,241 $3.1M
Burns Matteson Capital Management, LLC 1.22% Add +9.3% 11,208 $3.0M
Frazier Financial Advisors, LLC 1.80% Reduce -8.5% 11,194 $3.0M
Bright Futures Wealth Management, LLC. 2.27% Add +0.6% 11,186 $3.0M
Grace & White Inc. 0.55% Reduce -8.2% 11,179 $3.0M
CDKV Holdings LLC 2.54% — 11,149 $3.0M
Innova Wealth Partners 1.53% Reduce -0.2% 11,144 $3.0M
Second Half Financial Partners, LLC 1.34% Add +0.1% 11,138 $3.0M
Wealthcare Capital Management LLC 0.30% Add +15.4% 11,116 $3.0M
NDVR, Inc. 2.51% Add +0.3% 11,113 $3.0M
Steph & Co. 0.87% Reduce -4.3% 11,104 $3.0M
Beto Financial Group, LLC 2.04% — 11,178 $3.0M
New Perspectives, Inc 1.05% No change 11,100 $3.0M
Hickory Point Bank & Trust 2.19% Reduce -0.4% 11,092 $3.0M
ETF Portfolio Partners, Inc. 0.78% No change 11,087 $3.0M
SFG Wealth Management, LLC. 1.18% Add +2.4% 11,078 $3.0M
EDENTREE ASSET MANAGEMENT Ltd 0.92% No change 11,078 $3.0M
Blossom Wealth Management 4.96% Reduce -0.6% 11,064 $3.0M
Trinity Wealth Management, LLC 1.11% Add +7.3% 11,063 $3.0M
Intrepid Capital Management Inc. 1.45% Reduce -0.6% 11,062 $3.0M
Thompson David Blair 1.72% — 11,061 $3.0M
Precision Wealth Strategies, LLC 0.97% Reduce -3.3% 11,061 $3.0M
Waystone Advisors LLC 2.58% — 11,047 $3.0M
Audent Global Asset Management, LLC 1.90% Reduce -11.3% 11,042 $3.0M
Sollinda Capital Management LLC 0.77% Add +1.3% 11,024 $3.0M
Wealth Science Advisors LLC 1.73% — 11,021 $3.0M
Sharper & Granite LLC 1.06% Reduce -2.0% 11,021 $3.0M
Signature Wealth Management Group 1.22% Add +3.3% 11,015 $3.0M
Sassicaia Capital Advisers LLC 6.55% Add +168.3% 11,000 $3.0M
McLaughlin Asset Management, Inc. 2.68% — 10,999 $3.0M
Robinson Smith Wealth Advisors LLC 2.04% Add +8.1% 10,997 $3.0M
Atala Financial Inc 1.91% Reduce -15.6% 10,996 $3.0M
Cypress Financial Planning LLC 0.84% Add +23.6% 10,953 $3.0M
Legend Financial Advisors, Inc. 1.81% Reduce -1.8% 10,972 $3.0M
ShankerValleau Wealth Advisors, Inc. 0.81% Add +1.4% 10,958 $3.0M
VSM Wealth Advisory, LLC 0.89% Add +12630.2% 10,948 $3.0M
Nicholson Wealth Management Group, LLC 1.74% Reduce -2.4% 10,932 $3.0M
Whitaker-Myers Wealth Managers, LTD. 0.62% Reduce -0.4% 10,929 $3.0M
Cohen Capital Management, Inc. 0.45% No change 10,922 $3.0M
Pinnacle Financial Group, LLC / IL 0.86% Add +6.8% 10,922 $3.0M
Builder Investment Group Inc. 0.64% Reduce -2.7% 10,921 $3.0M
Leonard Rickey Investment Advisors P.L.L.C. 0.54% Add +1.5% 10,921 $3.0M
Lighthouse Financial LLC 1.94% Add +1.3% 10,921 $3.0M
R. W. Roge & Company, Inc. 1.47% Add +6.9% 10,918 $3.0M
Lanham O'Dell & Company, Inc. 0.85% Add +271.4% 17,454 $3.0M
Cardinal Strategic Wealth Guidance 0.78% Reduce -10.6% 10,915 $3.0M
BDFS Capital LLC 1.50% — 10,914 $3.0M
PARK CIRCLE Co 2.67% No change 10,900 $3.0M
Powers Advisory Group, LLC 1.12% Add +0.1% 10,896 $3.0M
HF Advisory Group, LLC 1.03% Reduce -2.8% 10,891 $3.0M
Cedar Wealth Management, LLC 0.88% Add +7.4% 10,857 $3.0M
Integrity Wealth Advisors, Inc. 2.07% Reduce -46.9% 10,839 $2.9M
Compass Wealth Management LLC 0.73% Reduce -2.1% 10,836 $2.9M
MFA Wealth Services 1.99% Reduce -4.7% 10,833 $2.9M
MH & Associates Securities Management Corp. 2.40% — 10,825 $2.9M
Gordian Advisors LLC 1.95% Add +0.0% 10,820 $2.9M
Bellwether Advisors, LLC 0.47% New 10,810 $2.9M
Miller Capital Partners, Inc. 1.50% — 10,807 $2.9M
Live Oak Investment Partners 1.80% Reduce -8.6% 10,788 $2.9M
WealthCare Investment Partners, LLC 0.85% Reduce -4.5% 10,818 $2.9M
Roth Financial Partners LLC 0.97% No change 10,765 $2.9M
LiftPoint Family Wealth Advisors LLC 2.50% — 10,801 $2.9M
Echo Wealth Management, LLC 1.71% Reduce -5.2% 10,753 $2.9M
Bravera Wealth 1.46% — 10,740 $2.9M
Pursuit Wealth Management LLC 2.50% — 10,711 $2.9M
Wedgewood Investors Inc. 3.32% Reduce -4.0% 10,707 $2.9M
Vantus Wealth LLC 2.14% — 10,690 $2.9M
Prasad Wealth Partners, LLC 0.78% Add +9.5% 10,685 $2.9M
4WEALTH Advisors, Inc. 2.51% Reduce -8.0% 10,671 $2.9M
Legacy Financial Group LLC 0.36% Reduce -0.3% 10,480 $2.9M
Ssi Investment Management LLC 1.08% No change 10,656 $2.9M
North Forty Two & Co. 2.73% Reduce -1.7% 10,633 $2.9M
Tudor Financial Inc. 1.48% Add +1.6% 10,630 $2.9M
Causey Wealth LLC 1.31% Add +10.3% 10,630 $2.9M
Conrad Siegel Investment Advisors, Inc. 0.55% Add +2.1% 10,629 $2.9M
Sun Financial Inc 1.61% — 10,605 $2.9M
Sequent Planning LLC 0.73% Reduce -2.6% 10,573 $2.9M
BlueSky Wealth Advisors, LLC 0.38% Reduce -0.4% 10,567 $2.9M
Allen Wealth Management, LLC 1.73% Add +1.8% 10,559 $2.9M
Voisard Asset Management Group, Inc. 0.62% Add +8.6% 10,553 $2.9M
Mma Asset Management LLC 1.02% Reduce -15.0% 10,545 $2.9M
Southern Financial Group, LLC 0.82% — 10,539 $2.9M
Financial Freedom, LLC 1.42% Reduce -4.9% 10,536 $2.9M
17 Capital Partners, LLC 1.49% Add +24.0% 10,511 $2.9M
Rebalance, LLC 0.17% Add +4.2% 10,491 $2.9M
Petersen Hastings Wealth Advisors Inc. 0.27% — 10,465 $2.8M
Cassia Capital Partners, LLC 1.54% Reduce -1.6% 10,463 $2.8M
Sprinkle Financial Consultants LLC 1.44% Reduce -0.4% 10,436 $2.8M
A. D. Beadell Investment Counsel, Inc. 1.85% No change 10,437 $2.8M
Prudent Investors Network, Inc. 0.65% Reduce -1.6% 10,427 $2.8M
Councilor Wealth, LLC 1.34% Reduce -2.5% 10,425 $2.8M
Bucket List Wealth Management, LLC 1.69% — 10,409 $2.8M
SkyView Investment Advisors, LLC 0.36% Reduce -1.9% 10,404 $2.8M
Nan Shan Life Insurance Co., Ltd. 0.09% Reduce -98.3% 10,396 $2.8M
Madrid Wealth Management, LLC 2.29% — 10,395 $2.8M
OLIO Financial Planning 0.79% Add +25.2% 10,367 $2.8M
Smart Money Group LLC 0.82% Add +0.5% 10,363 $2.8M
Blalock Williams, LLC 2.25% Add +2.9% 10,362 $2.8M
Vawter Financial, Ltd. 1.19% Reduce -4.2% 10,348 $2.8M
Prosperity Planning, Inc. 1.04% Reduce -0.1% 10,334 $2.8M
Ariadne Wealth Management, LP 1.16% Reduce -2.0% 10,693 $2.8M
Pavion Blue Capital, LLC 1.16% Reduce -0.1% 10,287 $2.8M
ForthRight Wealth Management, LLC 0.80% Reduce -3.1% 10,263 $2.8M
Altar Rock LLC 3.34% — 10,246 $2.8M
Smart Portfolios, LLC 2.77% Reduce -1.1% 10,240 $2.8M
Briaud Financial Planning Inc 0.69% Add +3.3% 10,239 $2.8M
Shakespeare Wealth Management, LLC 0.61% Add +2.2% 10,234 $2.8M
PCG Wealth Advisors, LLC 0.79% Reduce -0.3% 10,233 $2.8M
Gen-Wealth Partners Inc 0.89% Reduce -4.9% 10,227 $2.8M
Pilgrim Partners Asia Pte Ltd 1.34% Reduce -1.9% 10,225 $2.8M
Dogwood Wealth Management LLC 1.22% Reduce -19.9% 10,218 $2.8M
KDK Private Wealth Management, LLC 2.42% Add +26.3% 10,210 $2.8M
Sage Capital Management, LLC 1.28% Reduce -24.5% 10,201 $2.8M
Altiora Financial Group, LLC 0.48% Reduce -4.1% 10,201 $2.8M
Newton One Investments LLC 0.82% Add +2.2% 10,194 $2.8M
Guidance Capital, Inc. 0.68% Add +97.8% 11,146 $2.8M
Hamrick Investment Counsel, llc 2.05% — 10,130 $2.8M
Fulcrum Wealth Advisors, LLC 2.27% — 10,127 $2.8M
Clarity Capital Advisors, LLC 1.37% Reduce -8.5% 10,116 $2.8M
John Boyer, Inc. 2.80% Reduce -1.8% 10,118 $2.7M
Kaydan Wealth Management, Inc. 0.80% Reduce -0.3% 10,110 $2.7M
Vermillion Wealth Management, Inc. 1.13% Add +4.8% 10,109 $2.7M
Ami Investment Management Inc. 0.62% No change 10,106 $2.7M
Lake Hills Wealth Management, LLC 1.43% Reduce -1.0% 10,100 $2.7M
Napean Trading & Investment Co (Singapore) PTE Ltd 0.53% No change 10,100 $2.7M
Driehaus Capital Management LLC 0.02% Add +23.0% 10,098 $2.7M
Dala Group, LLC 2.38% — 10,095 $2.7M
Presidio Capital Management, LLC 0.82% Add +9.1% 10,079 $2.7M
Plan A Wealth LLC 1.34% Add +1.1% 10,058 $2.7M
Pinnacle Wealth Management, LLC 1.84% Reduce -2.1% 10,058 $2.7M
Baring Financial LLC 1.66% Reduce -0.1% 10,054 $2.7M
Paradigm Capital Management, LLC 2.57% Add +0.1% 10,054 $2.7M
Light Street Capital Management, LLC 0.42% Reduce -5.9% 10,039 $2.7M
Reyes Financial Architecture, Inc. 1.66% Add +1.2% 10,021 $2.7M
Daytona Street Capital LLC 2.12% — 10,015 $2.7M
HFG Wealth Management, LLC 1.50% Add +0.1% 10,007 $2.7M
SCP Investment, LP 2.22% No change 10,000 $2.7M
Maytus Capital Management, LLC 0.64% Reduce -80.5% 10,000 $2.7M
Williams & Novak, LLC 2.05% Add +3.0% 9,997 $2.7M
Two Sigma Securities, LLC 0.37% New 9,997 $2.7M
Ipsen Advisor Group LLC 1.93% Reduce -8.0% 9,965 $2.7M
Members Wealth LLC 1.70% Reduce -3.4% 10,601 $2.7M
Tandem Investment Partners LLC 2.28% Reduce -10.8% 9,957 $2.7M
Financial Harvest, LLC 1.67% Add +3.0% 9,948 $2.7M
Hara Capital LLC 1.50% No change 9,936 $2.7M
Franklin, Parlapiano, Turner & Welch, LLC 0.67% No change 10,568 $2.7M
Bravias Capital Group, LLC 1.63% Add +4.5% 9,924 $2.7M
HT Partners LLC 0.80% Add +0.8% 9,919 $2.7M
Rik Saylor Financial, Inc. 1.98% Reduce -2.1% 9,916 $2.7M
First Hawaiian Bank 0.36% Reduce -39.4% 9,909 $2.7M
Disciplined Investments, LLC 1.03% Add +7.9% 9,902 $2.7M
Walsky Investment Management, Inc. 2.74% — 9,886 $2.7M
Oakwell Private Wealth Management, LLC 0.50% Add +0.2% 9,881 $2.7M
Financial Network Wealth Advisors LLC 2.79% Add +0.4% 9,863 $2.7M
Vista Investment Management 0.89% Reduce -1.3% 9,863 $2.7M
Tealwood Asset Management Inc. 1.20% Reduce -27.6% 9,833 $2.7M
Barnes Pettey Financial Advisors, LLC 1.32% Reduce -0.2% 9,815 $2.7M
Instrumental Wealth, LLC 1.60% Add +5.7% 9,770 $2.7M
Benson Wealth Management INC 2.97% — 9,797 $2.7M
Forefront Wealth Partners, LLC 1.26% Reduce -6.0% 9,796 $2.7M
Aspen Wealth Strategies, LLC 1.46% Reduce -1.8% 9,794 $2.7M
Forte Asset Management LLC 1.21% Add +1.5% 9,778 $2.7M
Access Financial Services, Inc. 0.97% Reduce -5.5% 9,766 $2.7M
Peak Wealth Management LLC 2.22% — 9,764 $2.7M
Presper Financial Architects, LLC 1.50% Reduce -8.9% 9,760 $2.7M
Insight Wealth Partners, LLC 1.10% Reduce -3.4% 9,746 $2.6M
Boyce & Associates Wealth Consulting, Inc. 2.22% Reduce -66.1% 9,744 $2.6M
Wilkins Miller Wealth Management, LLC 1.58% Reduce -3.4% 9,736 $2.6M
O'Neil Global Advisors, Inc. 0.91% New 9,730 $2.6M
Renasant Bank 1.79% Reduce -17.4% 9,709 $2.6M
Landmark Wealth Management, LLC 1.01% Reduce -5.2% 9,682 $2.6M
Rezny Wealth Management, Inc. 0.57% Reduce -0.4% 9,670 $2.6M
Vested Financial Planning, LLC 2.02% Reduce -0.5% 9,652 $2.6M
Lauterbach Financial Advisors, LLC 1.28% Add +7.8% 9,651 $2.6M
LongView Asset Management LLC 1.83% Reduce -22.4% 9,647 $2.6M
Brand Asset Management Group, Inc. 0.73% Reduce -3.3% 9,637 $2.6M
PACK Private Wealth, LLC 1.20% Reduce -2.8% 9,629 $2.6M
Littlejohn Financial Services, Inc. 1.93% Reduce -1.8% 9,626 $2.6M
FC Advisory LLC 0.75% Reduce -1.6% 9,623 $2.6M
Gambit Capital Management, LLC 1.87% — 9,598 $2.6M
Box Hill Private Wealth LLC 2.64% — 9,598 $2.6M
Gsa Capital Partners LLP 0.22% Reduce -28.1% 9,597 $2.6M
Wealth Watch Advisors, INC 0.97% Add +60.7% 9,585 $2.6M
Smith & Howard Wealth Management, LLC 0.60% Reduce -3.3% 9,579 $2.6M
Inman Jager Wealth Management, LLC 1.59% Add +0.5% 9,578 $2.6M
Clayton Financial Group LLC 1.33% Add +425.1% 9,573 $2.6M
Arbor Capital Management Inc. 2.18% Reduce -8.7% 9,750 $2.6M
Stewardship Advisors, LLC 0.60% Add +9.2% 9,561 $2.6M
NerdWallet Wealth Partners, LLC 1.16% New 9,539 $2.6M
Clifford Group, LLC 2.00% Reduce -1.4% 9,539 $2.6M
Tenzing Financial LLC 2.10% — 9,533 $2.6M
Adams Wealth Management 0.55% Reduce -7.3% 9,526 $2.6M
Entrust Financial LLC 1.92% — 9,516 $2.6M
MLP3, LLC 2.82% — 9,514 $2.6M
Sfm, LLC 1.51% Add +5.0% 9,508 $2.6M
Clark & Stuart, Inc 1.78% Reduce -0.2% 9,504 $2.6M
PYA Waltman Capital, LLC 0.69% Reduce -3.2% 9,500 $2.6M
Navera Investment Management Ltd. 0.05% Add +1.1% 9,494 $2.6M
Motley Fool Wealth Management, LLC 0.20% Reduce -5.5% 9,485 $2.6M
Meredith Wealth Planning 0.77% Reduce -7.8% 9,483 $2.6M
Sterling Investment Management, LLC 1.46% Add +3.8% 9,481 $2.6M
Santori & Peters, Inc. 0.88% Add +6.1% 9,444 $2.6M
MPWM Advisory Solutions, LLC 1.43% Reduce -0.6% 9,429 $2.6M
Prospect Financial Group LLC 2.38% Reduce -0.3% 9,412 $2.6M
Adirondack Capital Advisors, LLC 1.72% — 9,411 $2.6M
Sherman Wealth Management LLC 2.22% — 9,408 $2.6M
Provident Wealth Management, LLC 0.76% Reduce -2.0% 9,401 $2.6M
1620 Investment Advisors, Inc. 1.71% Reduce -2.7% 9,399 $2.6M
Bauman Advisory Group, LLC 2.06% — 9,393 $2.6M
Nolet Wealth Management, LLC 1.42% — 9,390 $2.6M
Harbor Group, Inc. 0.38% Add +2.3% 9,375 $2.5M
Impact Investors, Inc 1.76% Add +10.9% 9,330 $2.5M
Cedar Mountain Advisors, LLC 0.49% Add +0.0% 9,329 $2.5M
Ithaka Group LLC 0.45% No change 9,326 $2.5M
Miller Investment Management, LP 0.25% Reduce -0.2% 9,320 $2.5M
Astra Wealth Partners LLC 1.55% Add +2.5% 9,319 $2.5M
Next Level Wealth Planning, LLC 1.35% Reduce -0.2% 9,303 $2.5M
Quantum Financial Planning Services, Inc. 0.92% Add +18.7% 9,300 $2.5M
Tailwinds Wealth, LLC 2.72% — 9,287 $2.5M
Motiv8 Investments LLC 1.37% Reduce -16.1% 9,269 $2.5M
Cushing Capital Partners, LLC 1.87% Reduce -0.8% 9,269 $2.5M
Keeler Thomas Management LLC 1.20% Add +7.7% 9,257 $2.5M
Maimon Wealth Management LTD. 2.34% — 9,256 $2.5M
Legacy Bridge, LLC 1.02% Add +14.5% 9,253 $2.5M
DCF Advisers, LLC 0.83% No change 9,250 $2.5M
Sard Wealth Management Group, LLC 1.38% Reduce -0.5% 9,234 $2.5M
FDx Advisors, Inc. 1.28% Reduce -2.9% 9,234 $2.5M
Objective Capital Management, LLC 2.55% Reduce -3.4% 9,223 $2.5M
McNaughton Wealth Management, LLC 1.03% Reduce -0.2% 9,219 $2.5M
Vestia Personal Wealth Advisors 1.27% Add +1.5% 10,100 $2.5M
Cornerstone Advisors Asset Management, LLC 0.40% Add +29.8% 9,172 $2.5M
Fulcrum Equity Management 2.39% Add +94.0% 9,168 $2.5M
Millington Financial Advisors, LLC 1.10% Add +0.2% 8,958 $2.5M
Strid Group, LLC 0.31% Add +1.6% 9,144 $2.5M
Pring Turner Capital Group Inc. 1.54% Reduce -0.1% 9,141 $2.5M
Element Wealth, LLC 1.03% Add +1.4% 9,130 $2.5M
Koesten, Hirschmann & Crabtree, INC. 1.22% Reduce -1.6% 9,117 $2.5M
Financial Sense Advisors, Inc. 0.53% Add +1.3% 9,115 $2.5M
Aigen Investment Management, LP 0.57% Reduce -26.4% 9,113 $2.5M
Omega Financial Group, LLC 0.82% Add +0.3% 9,101 $2.5M
Grand Central Investment Group 1.79% — 9,095 $2.5M
Vigil Wealth Management, LLC 2.05% — 9,076 $2.5M
Walsh & Associates, LLC 2.43% — 9,074 $2.5M
LifeGuide Financial Advisors, LLC 0.82% Add +146.4% 9,101 $2.5M
Sage Investment Advisers LLC 1.85% — 9,067 $2.5M
Fortress Financial Group, LLC 1.82% Reduce -0.9% 9,059 $2.5M
Wealthgarden F.S. LLC 1.62% Reduce -1.3% 9,633 $2.5M
Premier Private Wealth Management LLC 2.55% — 9,107 $2.5M
Eagle Wealth Strategies LLC 1.14% Reduce -0.6% 9,017 $2.5M
Nicholson Meyer Capital Management, Inc. 1.85% Reduce -9.8% 9,017 $2.5M
Base Wealth Management LLC 1.32% Reduce -0.9% 9,015 $2.5M
Phocas Financial Corp. 0.32% Reduce -1.0% 9,008 $2.4M
Forthright Family Wealth Advisory LLC 1.54% Reduce -10.8% 8,990 $2.4M
Corsair Capital Management, L.P. 0.40% No change 8,986 $2.4M
Welch Financial Planning, LLC 1.78% — 8,968 $2.4M
Brightwater Advisory LLC 1.65% Reduce -9.9% 8,966 $2.4M
Family Investment Center, Inc. 0.49% Add +6.1% 8,962 $2.4M
David Kennon Inc 0.87% Reduce -0.3% 8,954 $2.4M
Axecap Investments, LLC 1.50% Reduce -4.7% 8,952 $2.4M
AmeriServ Wealth Advisors 1.41% Reduce -4.0% 8,952 $2.4M
Climber Capital SA 1.58% — 8,942 $2.4M
Johnson Wealth Management, LLC 1.21% Add +3.7% 8,924 $2.4M
Everstar Asset Management, LLC 1.30% Add +104.8% 8,923 $2.4M
Granite FO LLC 1.29% Reduce -0.5% 8,911 $2.4M
Symmetry Investments LP 0.45% Reduce -75.3% 8,900 $2.4M
Tran Capital Management, L.P. 0.29% Add +1.5% 8,898 $2.4M
Balance Wealth Partners LLC 0.78% Reduce -4.5% 8,895 $2.4M
Valley Financial Group, Inc. 1.36% Add +89.5% 8,895 $2.4M
Index Technologies Group LLC 2.53% — 8,894 $2.4M
CMT Capital Markets Trading GmbH 1.60% Reduce -8.8% 8,887 $2.4M
Penney Financial, LLC 0.93% Add +5.2% 8,887 $2.4M
Breachway Investments LLC 2.55% — 8,886 $2.4M
5T Wealth, LLC 0.96% Reduce -11.8% 8,868 $2.4M
Rosenblum Silverman Sutton S F Inc. 0.56% Add +2.5% 8,855 $2.4M
Murphy & Mullick Capital Management Corp 1.73% Add +4.2% 8,838 $2.4M
Torrey Growth & Income Advisors 0.83% Reduce -12.6% 8,822 $2.4M
Echo45 Advisors LLC 1.37% Reduce -2.3% 8,816 $2.4M
Morton Brown Family Wealth, LLC 0.65% Add +1.2% 8,804 $2.4M
Panoramic Investment Advisors, LLC 1.30% Reduce -6.6% 8,804 $2.4M
Pingora Partners LLC 1.46% Reduce -1.2% 8,794 $2.4M
Family Office Research LLC 0.98% Reduce -0.8% 8,728 $2.4M
Bonfire Financial 1.78% Reduce -12.3% 8,783 $2.4M
Freedom Investment Management, Inc. 0.69% Reduce -19.2% 8,771 $2.4M
Wilkerson Advisory Group LLC 0.84% — 8,767 $2.4M
ACT Advisors, LLC. 0.94% Add +5.2% 8,754 $2.4M
Opus Financial Solutions LLC 2.24% — 8,735 $2.4M
Capstone Wealth Management, LLC 1.73% Add +2.2% 8,728 $2.4M
Spectrum Investment Advisors, Inc. 1.19% Add +124.2% 8,709 $2.4M
Oliver Luxxe Assets LLC 0.36% Reduce -8.5% 8,707 $2.4M
Stone Wealth Partners 2.11% — 8,706 $2.4M
WealthTrust Asset Management, LLC 1.65% Reduce -15.7% 8,697 $2.4M
Stanich Group LLC 1.78% Reduce -3.3% 8,679 $2.4M
Krane Funds Advisors LLC 0.08% Reduce -14.2% 8,668 $2.4M
Gunderson Capital Management LLC 1.06% Add +56.6% 8,664 $2.4M
Alexis Investment Partners, LLC 0.88% Add +1.9% 8,629 $2.4M
Cunning Capital Partners, LP 1.09% No change 8,640 $2.3M
Campbell Deegan Wealth Management, LLC 1.89% Reduce -3.3% 8,630 $2.3M
Virtus Advisers, LLC 1.13% Reduce -7.9% 8,610 $2.3M
Wingate Wealth Advisors, Inc. 1.31% Add +4.6% 8,604 $2.3M
JBGlobal.com LLC 2.94% Reduce -5.7% 8,595 $2.3M
Flaharty Asset Management, LLC 0.29% Reduce -16.6% 8,594 $2.3M
Hudson Portfolio Management LLC 2.01% No change 8,593 $2.3M
Pioneer Wealth Management Group 0.71% Reduce -16.2% 8,591 $2.3M
True Wealth Design, LLC 0.68% Add +3.7% 8,578 $2.3M
Mainstay Capital Management LLC 0.18% Add +2.5% 8,578 $2.3M
Tripletail Wealth Management, LLC 2.95% Reduce -3.9% 8,577 $2.3M
WPG Advisers, LLC 1.73% Add +5.9% 8,565 $2.3M
Warburton Capital Management, LLC 1.31% Add +8.9% 8,565 $2.3M
Divergent Planning, LLC 0.59% Reduce -3.0% 8,584 $2.3M
Tillman Hartley LLC 0.58% Add +20.2% 8,538 $2.3M
Kooman & Associates 0.69% Add +0.3% 8,538 $2.3M
Wheelhouse Advisory Group LLC 0.88% Add +18.2% 8,496 $2.3M
J. R. Prunier Capital Management LLC 0.96% — 8,524 $2.3M
Armbruster Capital Management, Inc. 0.39% Add +0.8% 8,512 $2.3M
Providence First Trust Co 0.80% Add +26.9% 8,506 $2.3M
Broadway Wealth Solutions, Inc. 1.23% Reduce -9.7% 8,496 $2.3M
Pacific Asset Management, LLC 1.39% Add +0.6% 8,487 $2.3M
GK Wealth Management LLC 1.69% Add +1.1% 8,486 $2.3M
Waterford Advisors, LLC 0.90% Add +1.6% 8,475 $2.3M
Cobblestone Asset Management LLC 1.03% Add +7.0% 8,470 $2.3M
Cadia Private Client LLC 1.83% — 8,463 $2.3M
Galilei Investment Office LLP 1.08% No change 8,449 $2.3M
Investment Advisory Services Group LLC 2.03% — 8,417 $2.3M
Bridgefront Capital, LLC 0.57% New 8,413 $2.3M
Pursuit Wealth Strategies, LLC 3.20% — 8,393 $2.3M
Cynosure Group, LLC 0.23% Reduce -4.6% 8,385 $2.3M
Parker Investment Management, LLC 0.32% Add +17.8% 8,380 $2.3M
Rakuten Securities, Inc. 0.74% Add +5.3% 8,363 $2.3M
Rwwm, Inc. 0.16% Reduce -2.0% 8,361 $2.3M
Genesis Wealth Advisors, LLC 1.56% No change 8,358 $2.3M
Obsidian Cio, LLC 3.36% Reduce -86.9% 8,348 $2.3M
Redwood Financial Network Corp 1.45% Reduce -3.0% 8,344 $2.3M
Howard Bailey Securities, LLC 0.89% Reduce -13.8% 8,338 $2.3M
Code Waechter LLC 1.45% Reduce -22.4% 8,323 $2.3M
Arkansas Financial Group, Inc. 0.33% Reduce -1.5% 8,322 $2.3M
Floyd Financial Group LLC 1.53% Add +643.3% 8,548 $2.3M
Wealth Management Nebraska 0.26% Add +10.3% 8,317 $2.3M
Stegent Equity Advisors, Inc. 1.76% Add +16.5% 8,318 $2.3M
Wisconsin Wealth Advisors, LLC 2.22% Reduce -4.5% 8,314 $2.3M
Ballew Advisors, Inc 1.27% Reduce -0.4% 8,652 $2.3M
America First Investment Advisors, LLC 0.41% Reduce -36.5% 8,303 $2.3M
Bluesphere Advisors LLC 1.00% Reduce -0.6% 8,300 $2.3M
Alpha Capital Advisors Inc. 2.09% — 8,641 $2.3M
Elite Life Management LLC 3.66% Add +25.4% 8,109 $2.3M
Yeomans Consulting Group, Inc. 0.66% Reduce -0.7% 8,292 $2.3M
Quattro Financial Advisors LLC 0.67% No change 8,290 $2.3M
Colter Lewis Investment Partners LLC 2.61% — 8,289 $2.3M
Squire Investment Management Company, LLC 0.68% Reduce -0.2% 8,286 $2.3M
Hurley Capital, LLC 1.26% Reduce -0.8% 8,271 $2.2M
Auour Investments LLC 0.72% No change 8,268 $2.2M
Easterly Investment Partners LLC 0.14% Add +0.0% 8,268 $2.2M
Hughes Financial Services, LLC 0.35% Add +2.2% 8,255 $2.2M
Serenity Investment Advisors 1.31% — 8,663 $2.2M
Graney & King, LLC 1.31% Reduce -4.2% 8,250 $2.2M
Bruce G. Allen Investments, LLC 1.52% Reduce -6.1% 8,248 $2.2M
Tru Independence Asset Management 2, LLC 1.40% No change 8,242 $2.2M
OneAscent Wealth Management LLC 0.75% Reduce -12.3% 8,234 $2.2M
Range Financial Group LLC 0.77% Add +15.3% 8,216 $2.2M
New England Capital Financial Advisors LLC 0.87% Add +0.7% 8,204 $2.2M
Holos Integrated Wealth LLC 1.24% Reduce -1.4% 8,222 $2.2M
Myecfo, LLC 0.95% Reduce -4.1% 8,194 $2.2M
Verde Capital Management 0.47% Add +0.2% 8,190 $2.2M
Wallace Advisory Group, LLC 2.33% Reduce -19.0% 8,185 $2.2M
Abound Financial, LLC 0.86% Reduce -12.2% 8,170 $2.2M
Targeted Financial Services LLC 1.91% — 8,154 $2.2M
Valtrion Capital Management, LLC 2.21% Add +1.8% 8,152 $2.2M
Hansen & Associates Financial Group, Inc. 1.21% Reduce -12.2% 8,089 $2.2M
Brasada Capital Management, LP 0.38% No change 8,166 $2.2M
Delphi Management Inc. 2.15% Reduce -3.4% 8,124 $2.2M
PFS Partners, LLC 1.01% Reduce -0.4% 8,122 $2.2M
Future Financial Wealth Managment LLC 1.49% Reduce -3.0% 8,947 $2.2M
Mustard Seed Financial, LLC 1.38% Reduce -10.1% 8,103 $2.2M
Apex Wealth Management, LLC 2.23% Reduce -31.2% 8,613 $2.2M
Eubel Brady & Suttman Asset Management Inc. 0.27% No change 8,068 $2.2M
Leicht Financial Planning & Wealth Management, Inc. 0.98% Reduce -0.1% 8,063 $2.2M
Evansbrook LLC 1.47% — 8,061 $2.2M
White Wing Wealth Management 1.31% Reduce -0.1% 8,059 $2.2M
Lakeside Advisors, INC. 1.40% Reduce -3.0% 8,044 $2.2M
Kirkwood Financial Services 0.76% Reduce -20.9% 8,038 $2.2M
Capital Advisory Group Advisory Services, LLC 0.64% Add +1.6% 8,034 $2.2M
C M Bidwell & Associates Ltd. 1.03% Add +9.8% 8,032 $2.2M
Summitas Investment Management LLC 1.64% — 8,030 $2.2M
First Growth Capital LLC 1.94% — 7,913 $2.2M
Lynch Investment Planning, LLC 2.08% — 8,005 $2.2M
Woodbridge Co Ltd 0.01% No change 8,000 $2.2M
Aristotle Capital Management, LLC 0.00% No change 8,000 $2.2M
BCM Advisors, LLC 0.42% Reduce -1.2% 8,758 $2.2M
BG Investment Services, LLC 1.93% Add +1.1% 7,980 $2.2M
Boston Partners 0.00% Add +7.4% 7,977 $2.2M
Marquette Asset Management, LLC 0.32% Add +58.9% 7,971 $2.2M
First International Bank of Israel Ltd. 1.03% Add +4.2% 7,957 $2.2M
Robinswood Financial LLC 0.69% Reduce -4.1% 7,953 $2.2M
TSA Wealth Managment LLC 0.72% Add +16.4% 7,950 $2.2M
SB Capital Management Inc 0.79% — 7,941 $2.2M
FinDec Wealth Services, Inc. 2.31% Reduce -1.2% 7,939 $2.2M
Level Financial Advisors 0.57% Reduce -7.8% 7,936 $2.2M
Tandem Financial, LLC 2.60% Reduce -3.4% 8,608 $2.2M
HighMark Wealth Management LLC 0.88% Reduce -5.8% 7,924 $2.2M
Courage Miller Partners, LLC 0.65% Reduce -8.6% 7,922 $2.2M
Strategic Point Investment Advisors, LLC 0.30% No change 7,911 $2.2M
Capital Management Associates 3.15% No change 7,900 $2.1M
Hamilton Capital Partners, LLC 0.71% Reduce -25.5% 7,898 $2.1M
PICTET BANK & TRUST Ltd 2.57% Add +480.5% 7,895 $2.1M
Orgel Wealth Management, LLC 0.05% Add +9.1% 7,893 $2.1M
Williams Financial, LLC 1.24% Reduce -0.2% 7,892 $2.1M
FMA Wealth Management, LLC 1.39% Reduce -1.1% 7,886 $2.1M
Prism Planning Partners LLC 2.40% — 7,884 $2.1M
ProCore Advisors, LLC 2.20% — 7,883 $2.1M
Morris Financial Concepts, Inc. 0.75% Add +0.9% 7,873 $2.1M
TAGStone Capital, Inc. 0.80% Add +0.3% 7,868 $2.1M
Pacific Excel Wealth Advisors, Inc. 4.04% — 8,040 $2.1M
Plum Street Advisors, LLC 0.76% Add +6.0% 7,862 $2.1M
Michael Brady & Co., LLC 2.12% — 7,829 $2.1M
United Financial Planning Group LLC 1.29% Add +13.9% 7,817 $2.1M
Advocate Investing Services LLC 1.90% — 7,808 $2.1M
Higgins & Schmidt Wealth Strategies LLC 1.01% Reduce -17.2% 7,808 $2.1M
First Fiduciary Investment Counsel, Inc. 0.41% Reduce -7.2% 7,797 $2.1M
Guidance Point Advisors, LLC 0.50% Reduce -4.2% 7,791 $2.1M
Financial Advisory Corp 0.31% Reduce -0.6% 7,793 $2.1M
Swmg, LLC 0.59% Reduce -7.3% 7,613 $2.1M
Western Reserve Capital Management, LLC 1.97% — 7,774 $2.1M
Aufman Associates Inc 1.08% Reduce -7.8% 7,770 $2.1M
Baron Financial Group, LLC 1.13% Add +4.6% 7,762 $2.1M
Berkeley, Inc 0.67% Add +196.6% 7,761 $2.1M
Themes Management Co LLC 1.68% — 7,758 $2.1M
Flywheel Private Wealth LLC 1.32% Reduce -14.5% 7,751 $2.1M
Asset Allocation Strategies LLC 0.39% Add +1.6% 7,747 $2.1M
Lane Brothers & Co. Inc. 1.52% — 7,743 $2.1M
Bosman Wealth Management, LLC 1.73% Reduce -0.0% 7,734 $2.1M
VAUGHAN & Co SECURITIES, INC. 1.09% Add +10.5% 7,732 $2.1M
Polen Capital Management LLC 0.01% Reduce -49.7% 7,724 $2.1M
Tolleson Wealth Management, Inc. 0.30% Reduce -26.8% 7,717 $2.1M
Wallace Hart LLC 1.54% Add +147.4% 7,710 $2.1M
Continental Investors Services, Inc. 2.70% Add +2.7% 8,057 $2.1M
Adalta Capital Management LLC 0.93% Reduce -4.6% 7,700 $2.1M
Lowery Thomas, LLC 1.18% Reduce -0.4% 7,688 $2.1M
PCB Capital LLC 3.35% — 7,685 $2.1M
Insight 2811, Inc. 0.92% Reduce -7.8% 7,672 $2.1M
Stephenson & Company, Inc. 1.15% No change 7,670 $2.1M
Capital Investment Management, Inc. 0.73% — 7,660 $2.1M
Holland Advisory Services, Inc. 2.81% Reduce -1.3% 7,650 $2.1M
Shelter Rock Management, LLC 2.09% — 7,648 $2.1M
Horizon Family Wealth, Inc. 1.11% Reduce -0.1% 7,642 $2.1M
Independent Family Office, LLC 0.87% Add +1.5% 7,633 $2.1M
Lee Johnson Capital Management, LLC 0.71% Reduce -3.3% 7,629 $2.1M
Burr Financial Services, LLC 1.55% Reduce -7.5% 7,612 $2.1M
Wbi Investments, LLC 0.54% Reduce -37.6% 7,607 $2.1M
Tilson Financial Group, Inc. 0.64% Reduce -0.2% 7,605 $2.1M
Horrell Capital Management, Inc. 0.90% No change 7,559 $2.1M
Integrated Wealth Management 2.32% — 7,588 $2.1M
Marshall & Sterling Wealth Advisors Inc. 1.36% Reduce -14.5% 7,587 $2.1M
Gaddis Premier Wealth Advisors LLC 1.56% — 7,564 $2.1M
Trevian Wealth Management LLC 0.97% Add +16.0% 7,556 $2.1M
Sandler Capital Management 0.92% Reduce -55.7% 7,554 $2.1M
Passive Capital Management, LLC. 0.64% Add +0.5% 7,550 $2.1M
Henrickson Nauta Wealth Advisors, Inc. 0.30% Add +57.8% 7,805 $2.0M
Blue Capital, Inc. 1.45% Add +34.7% 7,507 $2.0M
Richard Young Associates, Ltd. 1.59% — 7,504 $2.0M
Boulder Wealth Advisors, LLC 0.86% Add +22.4% 7,503 $2.0M
Oakland Financial Corp. 33.77% No change 7,500 $2.0M
Entrewealth, LLC 0.92% Add +3.4% 7,329 $2.0M
Entelevest, LLC 2.11% — 7,496 $2.0M
Unique Wealth Strategies, LLC 0.80% Reduce -1.3% 7,485 $2.0M
Cornerstone Financial Management LLC 1.91% — 7,481 $2.0M
Kelsey Financial, LLC 1.74% — 7,453 $2.0M
Riverwater Partners LLC 0.78% Reduce -2.1% 7,450 $2.0M
Lavelle Capital LP 1.28% — 7,449 $2.0M
Probity Advisors, Inc. 0.32% Reduce -15.8% 7,447 $2.0M
Cannon Financial Strategists, Inc. 0.28% Reduce -0.4% 7,427 $2.0M
Grange Capital, LLC 1.94% Reduce -7.6% 7,426 $2.0M
Element Capital Management LLC 1.04% New 7,426 $2.0M
Goodman Financial Corp 0.38% Add +7.8% 7,424 $2.0M
Fidelity D & D Bancorp Inc. 0.87% Reduce -11.1% 7,414 $2.0M
RTD Financial Advisors, Inc. 0.25% Reduce -21.8% 7,407 $2.0M
Wealth Group Ltd 0.45% Reduce -10.6% 7,407 $2.0M
Shelton Wealth Management, LLC 0.88% Add +3.4% 7,402 $2.0M
Kilter Group LLC 0.89% Add +3.7% 7,401 $2.0M
Markin Asset Management, LP 2.21% — 7,395 $2.0M
Wealth Advisors Northwest LLC 0.89% Reduce -8.1% 7,389 $2.0M
Mason & Associates, LLC 0.46% Reduce -0.1% 7,386 $2.0M
GGM Financial LLC 0.97% Add +6.7% 7,377 $2.0M
Good Steward Wealth Advisors,LLC 1.32% Reduce -1.5% 7,366 $2.0M
Cypress Point Wealth Management, LLC 0.44% Add +37.3% 7,357 $2.0M
Alpha Financial Partners LLC 1.22% Add +2.9% 7,353 $2.0M
TopTier Wealth Management, LLC 1.36% — 7,349 $2.0M
Heck Capital Advisors, LLC 0.15% Reduce -11.7% 7,324 $2.0M
Reston Wealth Management LLC 0.61% Add +38.0% 7,321 $2.0M
Financial Guidance Group, Inc. 0.81% Reduce -6.0% 7,297 $2.0M
Eagle Bluffs Wealth Management LLC 0.80% Add +3.8% 7,293 $2.0M
Hopwood Financial Services, Inc. 1.39% Reduce -3.2% 7,287 $2.0M
Newport Capital Group, LLC 1.21% Add +2.8% 7,284 $2.0M
Old Peak Finance LLC 1.22% — 7,275 $2.0M
B&D White Capital Company, LLC 0.23% Reduce -43.6% 7,275 $2.0M
Lawood & Co. 1.87% — 7,265 $2.0M
DUTCH ASSET Corp 1.52% — 7,253 $2.0M
Matrix Private Capital Group LLC 1.00% Add +0.2% 7,249 $2.0M
Battery Global Advisors, LLC 0.91% Add +9.0% 7,248 $2.0M
Fiscal Wisdom Wealth Management, LLC 1.85% Reduce -1.4% 7,236 $2.0M
Capital Investment Services of America, Inc. 0.18% Reduce -9.6% 7,194 $2.0M
Positano Wealth Management Ltd 1.53% — 7,194 $2.0M
Hoge Financial Services, LLC 1.05% Add +4.9% 7,185 $2.0M
Pachira Investments Inc. 0.95% Add +110.3% 7,179 $2.0M
Wagner Wealth Management, Corp 1.93% — 7,178 $2.0M
Ascension Capital Advisors, Inc. 0.67% Reduce -0.1% 7,177 $2.0M
Key Capital Management, INC 1.93% — 7,166 $1.9M
American National Bank of Texas 1.87% Reduce -3.5% 7,159 $1.9M
Ergawealth Advisors, Inc. 0.90% Reduce -4.2% 7,157 $1.9M
Tableaux LLC 1.38% Reduce -59.9% 6,773 $1.9M
Truefg, LLC 0.52% Reduce -0.4% 7,134 $1.9M
Unified Investment Management 1.96% Reduce -0.4% 7,133 $1.9M
Stonebridge Wealth Management, LLC 1.85% No change 7,118 $1.9M
Stone House Investment Management, LLC 0.30% Add +1.3% 7,117 $1.9M
Turim 21 Investimentos Ltda. 0.75% Reduce -0.3% 7,100 $1.9M
Virtus Investment Advisers, LLC 0.52% New 7,091 $1.9M
Evergreen Wealth Partners LLC 1.62% — 7,088 $1.9M
Coign Capital Advisors LLC 1.01% Add +0.4% 7,077 $1.9M
Windsor Advisory Group, LLC 1.71% Reduce -58.0% 7,063 $1.9M
Lionsbridge Wealth Management LLC 1.94% Reduce -1.2% 7,041 $1.9M
Optivise Advisory Services LLC 1.10% Add +0.1% 7,035 $1.9M
Highland Financial Advisors, LLC 0.53% Add +2.8% 7,029 $1.9M
Catalyst Capital Advisors LLC 0.04% Reduce -27.1% 7,027 $1.9M
E6 Portfolios, LLC 2.18% — 7,019 $1.9M
Meridian Financial Advisors, LLC 1.04% Reduce -1.3% 7,004 $1.9M
Voya Financial Advisors, Inc. 0.18% Add +0.4% 6,954 $1.9M
Jordan Park Group LLC 0.11% No change 7,000 $1.9M
Schwartz Investment Counsel Inc. 0.07% No change 7,000 $1.9M
Catalyst Investment Management LLC 1.80% — 6,999 $1.9M
Juno Financial Group LLC 0.76% — 6,980 $1.9M
Beckerman Institutional, LLC 1.06% No change 6,972 $1.9M
Lifelong Wealth Advisors, Inc. 0.50% Add +1.2% 6,967 $1.9M
Trailhead Planners LLC 1.86% — 6,951 $1.9M
Slocum, Gordon & Co LLP 1.37% No change 6,948 $1.9M
Independence Wealth Advisors, LLC 1.06% — 6,945 $1.9M
Horizon Kinetics Asset Management LLC 0.03% Reduce -5.5% 6,939 $1.9M
Earnest Partners LLC 0.01% Add +0.2% 6,918 $1.9M
Essential Planning, LLC. 0.60% Add +0.1% 6,910 $1.9M
Essential Partners LLC 0.58% Add +8.3% 6,896 $1.9M
Mokosak Advisory Group, LLC 0.47% Add +0.1% 6,884 $1.9M
Advisory Advocates, LLC 1.86% — 6,862 $1.9M
Eliot Finkel Investment Counsel, LLC 1.14% No change 6,860 $1.9M
Gibson Wealth Advisors LLC 1.27% Add +0.0% 6,833 $1.9M
1015 Capital Partners, LLC 1.82% — 6,824 $1.9M
Ebert Capital Management Inc. 1.79% — 7,148 $1.9M
ATX Financial Planning, LLC 1.42% — 6,796 $1.8M
SRH Advisors, LLC 0.53% Add +0.0% 6,766 $1.8M
Gainplan LLC 0.69% Add +24.4% 6,735 $1.8M
William Howard & Co Financial Advisors Inc 1.54% No change 6,733 $1.8M
Alternative Investment Advisors, LLC. 0.79% Add +12.2% 6,727 $1.8M
Walser Wealth Management Company, A Ltd Liability Co 0.96% — 6,712 $1.8M
Walker Financial Services, Inc. 0.66% Reduce -0.1% 6,706 $1.8M
POM Investment Strategies, LLC 0.94% Add +4.8% 6,695 $1.8M
Gentry Private Wealth, LLC 1.15% Add +10.5% 6,694 $1.8M
Investment Counsel Co. of Nevada 3.91% No change 6,692 $1.8M
Cornerstone Wealth Advisors, Inc. 0.42% Reduce -2.3% 6,684 $1.8M
Cedar Point Capital Partners, LLC 1.16% Add +0.5% 6,683 $1.8M
Prentiss Smith & Co. Inc. 1.08% Reduce -4.8% 6,669 $1.8M
marrick wealth, LLC 1.48% — 6,668 $1.8M
Marotta Asset Management 0.34% Reduce -13.2% 6,663 $1.8M
Sippican Capital Advisors 1.16% Reduce -9.8% 6,658 $1.8M
Prospera Capital Management, LLC 0.91% Reduce -0.0% 6,655 $1.8M
Veridan Wealth LLC 0.61% Reduce -1.8% 6,651 $1.8M
Silver Oak Wealth Advisors Services, LLC 1.17% No change 6,649 $1.8M
Braun-Bostich & Associates Inc. 1.12% Add +0.8% 6,649 $1.8M
Meriwether Wealth & Planning, LLC 1.02% Reduce -3.9% 6,630 $1.8M
Prota Financial, LLC 1.30% — 6,623 $1.8M
Cooper Capital Advisors LLC 1.13% No change 6,613 $1.8M
Wexford Capital LP 0.46% New 6,612 $1.8M
Ark Wealth Advisors LLC 1.93% — 6,601 $1.8M
Tribridge Partners Financial LLC 0.75% No change 6,595 $1.8M
BTG Pactual Asset Management US LLC 0.20% Add +58.7% 6,592 $1.8M
Ti-Trust, Inc. 1.10% Reduce -0.9% 6,580 $1.8M
Ares Financial Consulting, LLC 1.70% — 6,578 $1.8M
Forge Financial Services LLC 0.76% New 6,575 $1.8M
Hibernia Wealth Partners, LLC 0.54% Add +175.2% 6,564 $1.8M
Fortis Advisors, LLC 0.98% Reduce -3.2% 6,560 $1.8M
Stirlingshire Investments, Inc. 1.58% — 6,558 $1.8M
Carolina Wealth Advisors, LLC 0.79% Add +1.0% 6,552 $1.8M
JRM Investment Counsel, LLC 0.52% Reduce -3.9% 6,546 $1.8M
Partners in Financial Planning 0.30% Add +0.2% 6,541 $1.8M
Rodgers & Associates, LTD 0.18% Reduce -0.3% 6,533 $1.8M
Prepared Retirement Institute LLC 0.89% Reduce -0.1% 6,530 $1.8M
Numerai GP LLC 0.21% New 6,524 $1.8M
Connective Portfolio Management, LLC 3.19% No change 6,520 $1.8M
FWG Investments, LLC. 1.13% Add +4.3% 6,517 $1.8M
Kure Advisory, LLC 0.99% Add +22.6% 6,516 $1.8M
Gross & Hartman Investments LLC 1.01% — 6,508 $1.8M
Curio Wealth, LLC 0.63% Add +22.9% 6,453 $1.8M
Biltmore Wealth Management, LLC 0.67% Reduce -2.1% 6,493 $1.8M
Retirement Investment Advisors, Inc. 0.14% New 6,466 $1.8M
EnRich Financial Partners LLC 0.48% Reduce -29.6% 6,458 $1.8M
Sightline Wealth Advisors, LLC 0.75% Add +71.1% 6,456 $1.8M
Hill Investment Group Partners, LLC 0.21% No change 6,429 $1.7M
Heron Bay Capital Management 0.33% Reduce -10.6% 6,427 $1.7M
Worthington Financial Partners, LLC 1.54% — 6,387 $1.7M
Covestor Ltd 0.90% Add +5.5% 6,341 $1.7M
Claris Advisors, LLC / Mo / 0.53% Reduce -11.6% 6,337 $1.7M
Copia Wealth Management 1.23% Add +3.1% 6,336 $1.7M
Persium Advisors, LLC 1.26% Reduce -5.5% 6,327 $1.7M
BankChampaign, National Association 1.69% — 6,324 $1.7M
Cottonwood Capital Advisors, LLC 1.23% Reduce -0.3% 6,321 $1.7M
Vermillion & White Wealth Management Group, LLC 0.93% Add +3.3% 6,562 $1.7M
Matthew Goff Investment Advisor, LLC 0.30% Reduce -13.6% 6,304 $1.7M
Unify Financial Advisors 1.79% — 6,301 $1.7M
Genesis Private Wealth, LLC 0.53% Add +7.0% 6,300 $1.7M
M Wealth Management, LLC 1.49% Reduce -0.1% 6,291 $1.7M
Ehrlich Financial Group 0.97% Add +0.0% 6,275 $1.7M
Blue Jean Financial LLC 1.38% — 6,268 $1.7M
VestGen Investment Management 0.94% Add +21.4% 6,264 $1.7M
Hyperion Capital Advisors LP 0.83% No change 6,248 $1.7M
Merited Wealth, LLC 1.57% — 6,244 $1.7M
DBK Financial Counsel, LLC 1.30% Add +0.1% 6,239 $1.7M
CDM Financial Counseling Services, Inc. 1.59% — 6,239 $1.7M
Wealthstar Advisors, LLC 0.92% Reduce -30.6% 6,237 $1.7M
One Wealth Capital Management, LLC 0.72% Reduce -4.0% 6,235 $1.7M
Northwest Wealth Advisors, LLC 1.32% — 6,227 $1.7M
AllGen Financial Advisors, Inc. 0.40% Reduce -31.0% 6,225 $1.7M
Avid Wealth Partners LLC 0.83% Add +3.1% 6,223 $1.7M
Seaside Wealth Management, Inc. 0.48% Add +0.5% 6,220 $1.7M
Yoffe Investment Management, LLC 2.16% No change 6,212 $1.7M
Greenhouse Wealth Management, LLC 1.00% No change 6,207 $1.7M
North Point Portfolio Managers Corp. 0.29% Add +0.2% 6,206 $1.7M
Clear Investment Research, LLC 2.80% Reduce -58.0% 6,200 $1.7M
PFG Private Wealth Management, LLC 0.74% Reduce -63.9% 6,194 $1.7M
Financially in Tune, LLC 1.57% — 6,194 $1.7M
Corundum Trust Company, INC 3.83% Reduce -5.2% 6,189 $1.7M
Stack Financial Management, Inc 0.13% Add +206.3% 6,174 $1.7M
Portland Investment Counsel Inc. 0.50% No change 6,134 $1.7M
Sharp Wealth Advisory, LLC 0.84% Add +5.5% 6,154 $1.7M
Saudi Central Bank 0.06% Reduce -0.4% 6,139 $1.7M
Hubbell Strickland Wealth Management, LLC 0.67% Reduce -14.9% 6,136 $1.7M
Silver Oak Advisory Group, Inc. 0.75% Reduce -35.5% 6,134 $1.7M
Guardsman Private Capital Management, Inc. 1.33% — 6,128 $1.7M
Kinloch Capital, LLC 0.72% Add +50.6% 6,127 $1.7M
WealthPoint Financial, LLC 1.45% — 6,120 $1.7M
AlphaGrep UK Ltd 0.56% — 6,118 $1.7M
JDH Wealth Management, LLC 1.14% Add +1.0% 6,117 $1.7M
Professional Financial Solutions LLC 1.56% — 6,108 $1.7M
Landscape Capital Management, L.L.C. 0.11% Reduce -71.1% 6,107 $1.7M
Paragon Advisors, LLC 0.45% Reduce -2.2% 6,106 $1.7M
Chico Wealth RIA 1.08% Add +13.7% 6,106 $1.7M
Alongside, LLC 0.55% — 6,103 $1.7M
Vista Finance, LLC 1.10% Add +5.9% 6,100 $1.7M
Good Harbor Advisors, Inc. 1.93% — 6,091 $1.7M
Grove Street Fiduciary, LLC 0.69% No change 6,084 $1.7M
Alpha Zero LLC 0.90% Add +8.8% 6,076 $1.7M
Pitti Group Wealth Management, LLC 1.36% Reduce -1.2% 6,073 $1.7M
Altrius Capital Management Inc 0.35% Add +1.2% 6,072 $1.7M
Stonekeep Investments, LLC 1.05% Reduce -2.1% 6,069 $1.6M
Sheridan Capital Management, LLC 0.84% Add +1.1% 6,068 $1.6M
Davis Wealth Advisors, LLC 1.37% Reduce -0.5% 6,061 $1.6M
McNamara Financial Services, Inc. 0.31% Add +0.9% 6,058 $1.6M
Seneca Financial Advisors LLC 0.50% Reduce -10.8% 6,056 $1.6M
Mainsail Financial Group, LLC 0.68% Reduce -2.5% 6,050 $1.6M
Sbe LLC Dba Cedar Cove Wealth Partners 0.86% — 6,050 $1.6M
RMR Capital Management, LLC 1.19% Reduce -0.8% 6,046 $1.6M
Lutz Financial Services LLC 0.11% Reduce -14.6% 6,044 $1.6M
Red Reef Advisors LLC 1.67% — 6,042 $1.6M
MBE Wealth Management, LLC 0.69% Add +0.3% 6,041 $1.6M
Aegis Wealth Management, Inc. 1.29% — 6,026 $1.6M
Broyhill Asset Management, LLC 1.44% Reduce -4.7% 6,025 $1.6M
J.M. Arbour, LLC 1.63% — 6,024 $1.6M
Heritage Wealth Management, Inc./Texas 0.71% Reduce -1.5% 6,019 $1.6M
Compton Financial Group, LLC 0.37% No change 6,003 $1.6M
Mork Capital Management, LLC 1.00% No change 6,000 $1.6M
Ally Financial Inc. 0.20% Reduce -88.0% 6,000 $1.6M
Columbia Advisory Partners LLC 1.11% Reduce -1.2% 5,999 $1.6M
Lesa Sroufe & Co 1.21% Add +0.0% 5,991 $1.6M
Optima Capital LLC 0.71% Add +4.7% 5,990 $1.6M
Decker Retirement Planning Inc. 0.81% Add +3.7% 5,985 $1.6M
Hopwood Nicholas Hunter 0.53% — 5,981 $1.6M
Virtus Wealth Solutions LLC 0.31% Reduce -62.2% 5,966 $1.6M
Kagan Cocozza Asset Management 1.15% Add +0.4% 5,957 $1.6M
CTC Alternative Strategies, Ltd. 3.03% New 5,950 $1.6M
Compass Financial Services Inc 0.70% Add +0.1% 5,936 $1.6M
FORM Wealth Advisors, LLC 0.19% — 5,925 $1.6M
Dedeker Financial LLC 1.44% — 5,921 $1.6M
Van Diest Capital, LLC 2.40% — 5,920 $1.6M
IAG Wealth Partners, LLC 0.19% Reduce -14.2% 5,908 $1.6M
Presilium Private Wealth, LLC 0.29% Reduce -3.1% 5,906 $1.6M
21 West Wealth Management LLC 1.46% Reduce -0.2% 5,881 $1.6M
Tacita Capital Inc 0.93% Add +2.8% 5,879 $1.6M
Synergy Investment Management, LLC 0.56% Add +9.4% 5,871 $1.6M
Longview Financial Advisors LLC 0.88% Reduce -0.6% 5,869 $1.6M
Pollock Investment Advisors, LLC 1.17% Add +0.0% 5,863 $1.6M
Sullivan Wood Capital Management LLC 2.40% Add +20.6% 5,858 $1.6M
Groesbeck Investment Management Corp. 3.00% No change 5,850 $1.6M
Bush Investment Group, LLC 0.89% No change 5,846 $1.6M
Teucrium Investment Advisors, LLC 1.74% — 5,836 $1.6M
Boyum Wealth Architects LLC 0.74% Add +81.8% 6,395 $1.6M
Up Capital Management, Inc. 1.42% — 5,823 $1.6M
Beacon Wealthcare LLC 0.54% Reduce -3.3% 5,815 $1.6M
Roble, Belko & Company, Inc 0.21% Add +15.7% 5,808 $1.6M
Permanens Capital L.P. 0.21% Add +14.3% 5,803 $1.6M
Carter Financial, LLC 1.39% — 5,801 $1.6M
Horizon Bancorp Inc. 0.77% Reduce -9.1% 5,798 $1.6M
Anderson Hoagland & Co. 0.13% Add +2.1% 5,769 $1.6M
Ninepoint Partners LP 0.19% Add +7.4% 5,764 $1.6M
Expressive Wealth LLC 1.69% — 5,761 $1.6M
Silver Lake Advisory, LLC 0.61% Reduce -4.9% 5,757 $1.6M
Stelac Advisory Services LLC 0.55% Reduce -0.9% 5,745 $1.6M
Mission Hills Financial Advisory, LLC 0.82% Reduce -17.4% 5,739 $1.6M
Red Tortoise LLC 0.67% No change 5,717 $1.6M
Awm Capital, LLC 0.14% Add +2.0% 5,700 $1.5M
Define Financial, LLC 0.88% Add +71.9% 5,699 $1.5M
Blue Water Asset Management 0.56% — 5,694 $1.5M
Durante & Waters, LLC 1.08% No change 5,692 $1.5M
Stevens Capital Management LP 0.54% Reduce -91.7% 5,686 $1.5M
Jim Saulnier & Associates, LLC 0.80% Add +16.4% 5,686 $1.5M
Keystone Financial Services, LLC 1.05% Add +0.9% 5,675 $1.5M
Tandem Wealth Advisors LLC 0.69% Add +3.8% 5,673 $1.5M
Granville Capital, Inc. 0.82% — 5,669 $1.5M
Hardin Capital Partners, LLC 0.73% Add +43.3% 5,669 $1.5M
Valley Forge Investment Consultants Inc. Adv 0.45% Reduce -23.3% 5,630 $1.5M
Delta Wealth Advisors LLC 1.28% No change 5,628 $1.5M
Welch Capital Partners LLC 0.31% No change 5,601 $1.5M
Your Advocates Ltd., LLP 0.50% Reduce -3.5% 5,592 $1.5M
Sulzberger Capital Advisors, Inc. 1.54% Reduce -22.1% 5,591 $1.5M
Brown Financial Advisory 0.77% Add +0.0% 5,587 $1.5M
Waycross Investment Management Co 1.34% Add +13.7% 5,586 $1.5M
Prelude Capital Management, LLC 0.11% Add +290.2% 5,584 $1.5M
Michels Family Financial, LLC 1.11% Add +10.1% 5,577 $1.5M
SoundView Advisors Inc. 0.53% Reduce -1.7% 5,579 $1.5M
Financial Planning Navigators CORP 0.70% — 5,573 $1.5M
Alamar Capital Management, LLC 0.84% Add +0.0% 5,570 $1.5M
Phillip James Consulting Co. 26.70% — 6,134 $1.5M
TABR Capital Management, LLC 1.01% Reduce -7.9% 5,563 $1.5M
HC Advisors, LLC 1.04% Reduce -4.5% 5,553 $1.5M
Andina Capital Management, LLC 0.91% Reduce -4.9% 5,551 $1.5M
Seneschal Advisors, LLC 1.11% Reduce -0.2% 5,540 $1.5M
Sharkey, Howes & Javer 0.19% Add +0.0% 5,530 $1.5M
Omnitrust Wealth Management, Inc 1.91% — 5,517 $1.5M
Post Resch Tallon Group Inc. 1.26% Reduce -2.9% 5,508 $1.5M
Dynamic Financial Group 1.27% Reduce -1.7% 5,486 $1.5M
Great Oak Capital Partners, LLC 0.37% No change 5,500 $1.5M
Beacon Financial Planning, Inc. 0.72% Reduce -4.3% 5,479 $1.5M
Legacy Wealth Managment, LLC 0.71% Add +36.1% 5,475 $1.5M
Bare Financial Services, Inc 0.41% Reduce -1.9% 5,469 $1.5M
True Freedom Investing, LLC 0.10% New 5,452 $1.5M
WJ Wealth Management, LLC 0.65% Reduce -8.7% 5,449 $1.5M
Rempart Asset Management Inc. 0.28% Reduce -6.0% 5,447 $1.5M
Signal Tree Financial Partners LLC 1.13% Reduce -11.9% 5,436 $1.5M
Websterrogers Financial Advisors, LLC 0.43% Reduce -9.8% 5,434 $1.5M
Strategic Financial Partners, Ltd. 0.64% Add +0.2% 5,427 $1.5M
Polaris Investment Advisors, LLC 1.07% — 5,426 $1.5M
Evolution Advisers, Inc. 0.64% No change 5,419 $1.5M
Aull & Monroe Investment Management Corp 0.74% Reduce -2.9% 5,410 $1.5M
Phillips Wealth Planners LLC 1.18% Reduce -0.8% 5,935 $1.5M
Del-Sette Capital Management, LLC 0.91% Reduce -0.1% 5,399 $1.5M
Sincerus Advisory, LLC 1.18% No change 5,398 $1.5M
Financial Management, Inc. 1.39% — 5,383 $1.5M
Gilbert Capital Group, Inc. 1.10% Add +2.7% 5,378 $1.5M
Harbor Asset Planning, Inc. 1.25% Add +0.0% 5,368 $1.5M
Stephen J. Garry & Associates, LLC 1.16% Add +0.0% 5,364 $1.5M
denkapparat Operations GmbH 0.79% Reduce -13.2% 5,358 $1.5M
Lighthouse Wealth Management Inc. 1.00% Reduce -6.0% 5,358 $1.5M
Joel Adams & Associates, Inc. 1.09% No change 5,349 $1.5M
Verity Asset Management, Inc. 0.62% Reduce -60.7% 5,348 $1.5M
ZynergyRetirementPlanningLLC 0.90% No change 5,346 $1.5M
Clearview Wealth Advisors LLC 0.92% Reduce -3.0% 5,345 $1.5M
Spectrum Planning & Advisory Services Inc. 0.75% Add +0.1% 5,338 $1.5M
Independence Financial Advisors, LLC 0.40% Reduce -18.7% 5,332 $1.4M
Burk Holdings LLC 0.69% Add +22.2% 5,328 $1.4M
First Washington CORP 0.37% Reduce -1.2% 5,313 $1.4M
Hyposwiss Advisors SA 1.42% — 5,307 $1.4M
Oak Wealth Advisors LLC 0.83% Add +3.8% 5,306 $1.4M
DeLarme Wealth Management, Inc. 1.02% — 5,304 $1.4M
O'Domhnaill Enterprises, Inc. 1.35% — 5,303 $1.4M
Tepp RIA, LLC 1.42% Reduce -1.6% 5,292 $1.4M
Greenfield Seitz Capital Management, LLC 0.47% Add +3.6% 5,292 $1.4M
Endowment Wealth Management, Inc. 0.66% Reduce -1.3% 5,286 $1.4M
Jacobs Equity LLC 1.38% — 5,268 $1.4M
Ackerman Capital Advisors, LLC 0.29% Reduce -1.7% 5,262 $1.4M
AJ Advisors, LLC 0.53% Add +4.0% 5,262 $1.4M
Idaho Trust Co 0.47% Add +1.2% 5,262 $1.4M
BLVD Private Wealth, LLC 1.24% Reduce -2.8% 5,250 $1.4M
SwitchPoint Financial Planning, LLC 1.00% Reduce -6.0% 5,249 $1.4M
Osbon Capital Management LLC 1.33% — 5,241 $1.4M
Argo Wealth Advisory, LLC 0.85% — 5,238 $1.4M
Joule Financial, LLC 0.43% Add +2.5% 5,233 $1.4M
SVRN Asset Management, LLC 1.17% — 5,208 $1.4M
Ferguson Johnson Wealth Management Inc 1.17% — 5,190 $1.4M
Foundation Wealth Management, LLC\PA 0.51% Reduce -6.5% 5,151 $1.4M
Daviman Financial, LLC 0.82% — 5,148 $1.4M
Three Bearings Fiduciary Advisors, Inc. 1.31% — 5,389 $1.4M
Investment Planning Advisors, Inc. 0.41% Add +8.4% 5,142 $1.4M
Carroll Advisory Group, LLC 0.60% — 5,133 $1.4M
Hiley Hunt Wealth Management 0.62% Add +0.1% 5,127 $1.4M
Mad River Investors 0.63% Add +2.0% 5,100 $1.4M
Game Creek Capital, LP 0.53% No change 5,100 $1.4M
von Borstel & Associates, Inc. 0.32% Reduce -87.8% 5,088 $1.4M
Prodigy Asset Management LLC 0.48% No change 5,073 $1.4M
JMG Financial Group, Ltd. 0.04% Add +0.0% 5,067 $1.4M
Kraft, Davis & Associates, LLC 0.31% Reduce -2.1% 5,267 $1.4M
Hummer Financial Advisory Services Inc 0.97% Reduce -1.1% 5,048 $1.4M
O'Keefe Stevens Advisory, Inc. 0.36% No change 5,038 $1.4M
Mason Investment Advisory Services, Inc. 0.06% Reduce -19.3% 5,033 $1.4M
Spurstone Advisory Services, LLC 21.47% Reduce -4.0% 5,021 $1.4M
AMG Asset Management Group, Inc. 4.40% — 5,021 $1.4M
Cedrus Wealth Group LLC 1.26% — 5,017 $1.4M
McGrath & Associates, Inc. 1.94% Reduce -2.4% 5,016 $1.4M
Profit Investment Management, LLC 5.51% No change 5,014 $1.4M
Lane Generational LLC 1.23% Add +0.3% 5,004 $1.4M
Bayshore Asset Management, LLC 0.55% Add +3.6% 4,994 $1.4M
Asempa Wealth Advisors 1.17% — 4,979 $1.4M
Thompson Davis & Co., Inc. 0.81% Reduce -1.1% 4,978 $1.4M
Sagace Wealth Management LLC 0.92% Add +1.8% 4,961 $1.3M
Defender Capital, LLC. 0.44% New 4,953 $1.3M
Seven Post Investment Office LP 0.48% No change 4,951 $1.3M
Cullen Capital Management, LLC 0.01% No change 4,940 $1.3M
Yukon Wealth Management, Inc. 0.77% Reduce -95.0% 4,850 $1.3M
Guardian Wealth Management, Inc. 0.79% Reduce -3.7% 4,928 $1.3M
Nova Wealth Management, Inc. 0.92% Reduce -5.3% 4,918 $1.3M
Keystone Financial Services 0.40% Add +20.5% 4,895 $1.3M
Chatterton & Associates Inc. 1.14% — 4,884 $1.3M
Albert D Mason Inc. 0.87% Reduce -2.1% 4,878 $1.3M
L.K. Benson & Company, P.C. 0.66% Add +30.8% 4,867 $1.3M
Seros Financial, LLC 0.78% Reduce -1.3% 4,860 $1.3M
Timonier Family Office, LTD. 0.42% Add +0.0% 4,859 $1.3M
Opulen Financial Group LLC 0.96% Add +7.0% 4,859 $1.3M
Long Island Wealth Management, Inc. 0.62% No change 4,854 $1.3M
Aurdan Capital Management, LLC 0.41% Reduce -19.6% 4,850 $1.3M
IMG Wealth Management, Inc. 0.83% Add +17.0% 4,833 $1.3M
High Probability Advisors, LLC 0.18% Reduce -3.1% 4,832 $1.3M
New England Professional Planning Group Inc. 0.55% Reduce -2.7% 4,831 $1.3M
LGT Financial Advisors LLC 8.01% No change 4,812 $1.3M
Attessa Capital LLC 0.71% Add +4.5% 4,801 $1.3M
Gold Investment Management Ltd. 0.42% Add +0.0% 4,800 $1.3M
Reaves W H & Co. Inc. 0.02% No change 4,800 $1.3M
James Reed Financial Services, Inc. 1.05% Add +7.7% 4,798 $1.3M
Stordahl Capital Management, Inc. 0.27% Reduce -0.4% 4,795 $1.3M
Lifetime Wealth Management P.C. 0.83% — 4,781 $1.3M
Atlantic Family Wealth, LLC 0.98% No change 4,780 $1.3M
Innovative Wealth Building LLC 0.95% Add +2.5% 4,771 $1.3M
BayBridge Capital Group, LLC 0.80% Reduce -2.8% 4,766 $1.3M
True Link Financial Advisors, LLC 0.08% Add +56.9% 4,759 $1.3M
Daner Wealth Management, LLC 0.79% Add +1.8% 4,727 $1.3M
Parkwoods Wealth Partners, LLC 0.38% Add +54.8% 4,752 $1.3M
Argyle Capital Management, LLC 0.43% No change 4,745 $1.3M
McMill Wealth Management 0.36% Reduce -0.1% 4,741 $1.3M
Valued Wealth Advisors LLC 0.57% Add +37.6% 4,735 $1.3M
Severin Investments, LLC 1.13% Reduce -12.6% 4,719 $1.3M
Avant Capital LLC 0.88% Reduce -2.4% 4,699 $1.3M
Marathon Mission, Inc. 0.74% Add +0.1% 4,693 $1.3M
Verus Wealth Management, LLC 1.19% Reduce -27.9% 4,678 $1.3M
Luken Investment Analytics, LLC 0.50% Add +2.6% 4,677 $1.3M
Sirios Capital Management L P 0.16% Reduce -27.7% 4,674 $1.3M
Gardner Russo & Quinn 0.01% Reduce -0.5% 4,674 $1.3M
Pennington Partners & Co., LLC 0.51% Reduce -2.5% 4,664 $1.3M
Sfam, LLC 1.16% — 4,663 $1.3M
Madden Advisory Services, Inc. 0.51% Reduce -0.9% 4,662 $1.3M
Aureum Wealth Management, LLC 1.17% — 4,656 $1.3M
Perkins Capital Management Inc. 1.00% No change 4,650 $1.3M
Aventus Investment Advisors, Inc. 1.02% Reduce -2.9% 4,647 $1.3M
SpringVest Wealth Management LLC 0.88% Add +0.4% 4,627 $1.3M
Fusion Family Wealth, LLC 0.10% No change 4,626 $1.3M
Partnership Wealth Management, LLC 0.90% Add +0.0% 4,622 $1.3M
Unconventional Investor, LLC 0.60% Reduce -1.2% 4,621 $1.3M
Cyr Financial Inc. 0.78% Reduce -0.4% 4,619 $1.3M
Sprott Inc. 0.05% Reduce -2.1% 4,610 $1.3M
Meadowbrook Wealth Management, LLC 1.44% Add +2.2% 4,609 $1.3M
Ridgepath Capital Management LLC 0.58% No change 4,921 $1.3M
Van Strum & Towne Inc. 0.35% Reduce -5.3% 4,602 $1.3M
Keystone Global Partners, LLC 0.55% Reduce -0.2% 4,600 $1.3M
Passumpsic Savings Bank 0.68% — 4,577 $1.2M
Consultiva Wealth Management, Corp. 3.49% Reduce -7.3% 4,574 $1.2M
Stonehaven Wealth & Tax Solutions, LLC 1.12% Add +33.6% 4,572 $1.2M
Sage Financial Management Group, Inc. 0.38% Add +0.7% 4,572 $1.2M
Midwestern Financial, LLC 1.03% Add +14.4% 4,570 $1.2M
Peak Financial Advisors LLC 0.56% Reduce -1.7% 4,568 $1.2M
Atlas Wealth Partners, LLC 1.36% Reduce -11.1% 4,562 $1.2M
Pioneer Family Office, LLC 0.84% — 4,557 $1.2M
Core Wealth Management, Inc. 0.39% Add +35.3% 4,551 $1.2M
LFA - Lugano Financial Advisors SA 0.64% Reduce -4.6% 4,542 $1.2M
Strategic Advisory Partners, LLC 1.02% — 4,531 $1.2M
Treasure Coast Financial Planning 0.65% Reduce -5.2% 4,526 $1.2M
HMV Wealth Advisors, LLC 0.61% Reduce -5.5% 4,518 $1.2M
Hunter Perkins Capital Management, LLC 0.28% No change 4,511 $1.2M
Invariant Investment Management 0.78% — 4,719 $1.2M
ADG Wealth Management Group, LLC 0.93% Add +1.3% 4,500 $1.2M
Clark Wealth Partners 0.74% No change 4,498 $1.2M
Proathlete Wealth Management LLC 0.33% Add +9.3% 4,481 $1.2M
Contango Wealth Management LLC 1.36% — 4,477 $1.2M
iSAM Funds (UK) Ltd 0.44% Add +19.3% 4,470 $1.2M
S Harris Financial Group, LLC 1.16% — 4,469 $1.2M
Belleair Asset Management, LLC 1.16% — 4,462 $1.2M
Oasis Advisors, LLC 0.64% — 4,455 $1.2M
Briggs Wealth Management, Inc 1.30% — 4,447 $1.2M
Strategic Wealth Advisors LLC 1.03% — 4,437 $1.2M
Sankala Group LLC 0.96% — 4,564 $1.2M
Emergent Wealth Advisors, LLC 0.68% Add +5.5% 4,420 $1.2M
Cordoba Advisory Partners LLC 0.30% — 4,419 $1.2M
Camelot Portfolios, LLC 0.74% Reduce -56.9% 4,409 $1.2M
Anfield Capital Management, LLC 0.38% Add +34.9% 4,403 $1.2M
Freestate Advisors LLC 0.97% Add +3.8% 4,393 $1.2M
Tumwater Wealth Management, LLC 0.49% Reduce -6.3% 4,392 $1.2M
Darrow Company, Inc. 0.54% Add +11.4% 4,391 $1.2M
GatePass Capital, LLC 0.63% Add +24.0% 4,388 $1.2M
Integras Partners LLC 0.96% Add +24.2% 4,368 $1.2M
Independent Wealth Advisors LLC 1.23% — 4,353 $1.2M
Safe Harbor Wealth Advisors, LLC 1.14% — 4,516 $1.2M
Torren Management, LLC 0.60% — 4,332 $1.2M
HFG Advisors, Inc. 0.85% Add +1.2% 4,319 $1.2M
truNorth Financial Services, Inc. 1.26% — 4,290 $1.2M
Seed Wealth Management, Inc. 0.80% Add +19.4% 4,286 $1.2M
Hapanowicz & Associates Financial Services, Inc 0.46% No change 4,286 $1.2M
Kropog Financial Group, LLC 0.90% Reduce -4.2% 4,284 $1.2M
SPWM Advisors LLC 1.11% — 4,274 $1.2M
GoalFusion Wealth Management, LLC 0.54% Reduce -0.1% 4,274 $1.2M
Evergreen Advisors, LLC 0.28% — 4,271 $1.2M
Spectrum Asset Management, Inc. (NB/CA) 0.39% Reduce -1.0% 4,267 $1.2M
IFC & Insurance Marketing, Inc. 1.15% — 4,261 $1.2M
Asset Allocation & Management Company, LLC 0.46% No change 4,260 $1.2M
Global View Capital Management LLC 0.22% Reduce -4.3% 4,256 $1.2M
HighRoad Wealth Advisors, LLC 1.10% — 4,250 $1.2M
Graver Capital Management, LLC 0.91% No change 4,246 $1.2M
Foronjy Financial LLC 0.48% Reduce -4.7% 4,238 $1.2M
AG Asset Advisory, LLC 0.99% No change 4,231 $1.2M
Aznar Financial Advisors, LLC 1.10% — 4,224 $1.1M
Safe Harbor Family Capital, LLC 1.01% — 4,218 $1.1M
Verdad Advisers, LP 1.31% — 4,203 $1.1M
Gutierrez Wealth Advisory, LLC 0.72% Reduce -4.2% 4,198 $1.1M
Shore Point Advisors, LLC 0.48% Reduce -0.5% 4,196 $1.1M
Private Wealth Group, LLC 0.55% Add +12.3% 4,196 $1.1M
Legacy Solutions, LLC 1.00% Add +2.1% 4,189 $1.1M
DB&C Advisors, LLC 1.43% — 4,188 $1.1M
PeakShares LLC 1.11% — 4,172 $1.1M
Boyd Wealth Management, LLC 0.48% Reduce -2.9% 4,158 $1.1M
A4 Wealth Advisors LLC 0.98% Reduce -33.8% 4,151 $1.1M
American Financial & Tax Strategies Inc. 0.56% No change 4,150 $1.1M
Trellis Wealth Advisors LLC 0.44% Reduce -1.1% 4,144 $1.1M
Semper Augustus Investments 0.13% No change 4,140 $1.1M
Koenig Investment Advisory, LLC 0.91% — 4,121 $1.1M
FFG Partners, LLC 0.33% Add +0.1% 4,133 $1.1M
Prism Advisors, Inc. 0.30% Reduce -26.8% 4,126 $1.1M
Prosperity Advisers, LLC 0.92% — 4,106 $1.1M
Comprehensive Money Management Services LLC 0.77% No change 4,101 $1.1M
S&T Bank 0.35% Add +14.8% 4,098 $1.1M
Horizon Financial Services, LLC 0.51% Add +8.0% 4,097 $1.1M
Centennial Advisors, LLC 1.44% — 4,075 $1.1M
Friedenthal Financial 0.57% Add +0.1% 4,061 $1.1M
Pembroke Management, LTD 0.11% Add +28.1% 4,058 $1.1M
City Center Advisors, LLC 1.01% Add +6.0% 4,049 $1.1M
Western Financial Corp 0.44% Reduce -0.5% 4,049 $1.1M
Topel & Distasi Wealth Management, LLC 0.54% No change 4,043 $1.1M
Vavra Capital Management, LLC 1.08% — 4,033 $1.1M
OneAscent Family Office, LLC 0.74% Add +2.4% 4,029 $1.1M
Cornerstone Enterprises, LLC 0.52% Reduce -13.3% 4,024 $1.1M
Evolution Wealth Management Inc. 0.90% Add +43.9% 4,018 $1.1M
Swan Global Investments, LLC 0.05% Add +11.4% 4,015 $1.1M
Capital CS Group, LLC 1.73% No change 4,015 $1.1M
Mullooly Asset Management, Inc. 0.40% Reduce -1.4% 4,014 $1.1M
Delaney Capital Management Ltd. 0.18% — 3,995 $1.1M
Fischer Investment Strategies, LLC 0.63% Add +16.6% 3,992 $1.1M
One River Asset Management, LLC 0.96% Reduce -39.1% 3,965 $1.1M
WealthTrak Capital Management LLC 0.77% Add +11.4% 3,956 $1.1M
PMV Capital Advisers, LLC 1.96% Add +1.2% 3,952 $1.1M
BluePrint Investing LLC 0.96% — 3,950 $1.1M
Flagship Private Wealth, LLC 0.42% Add +1.4% 3,947 $1.1M
LWM Advisors Inc. 0.94% Reduce -8.1% 3,945 $1.1M
Aquire Wealth Advisors, LLC 0.28% Reduce -10.2% 3,945 $1.1M
Stark Wealth Management LLC 4.03% No change 3,943 $1.1M
O'Connor Financial Group LLC 0.43% Add +3.6% 4,319 $1.1M
BCK Partners, Inc. 0.58% Reduce -1.5% 3,926 $1.1M
LPWM LLC 0.27% Add +3.7% 3,923 $1.1M
Mawer Investment Management Ltd. 0.01% Add +0.6% 3,921 $1.1M
Parker Financial LLC 0.43% Reduce -0.2% 3,911 $1.1M
Amova Asset Management Americas, Inc. 0.01% Reduce -0.6% 3,920 $1.1M
Barnett & Company, Inc. 0.86% Add +5.0% 3,917 $1.1M
NewCorp Financial Services, Inc. 0.94% — 3,916 $1.1M
Rare Wolf Capital LLC 0.66% — 3,907 $1.1M
AlphaQuest LLC 0.06% Add +42.6% 3,894 $1.1M
Continuum Wealth Advisors, LLC 0.41% Add +23.2% 3,892 $1.1M
FIDELIS iM, LLC 0.41% New 3,892 $1.1M
FSA Investment Group, LLC 0.64% Add +2.3% 3,882 $1.1M
Crestmont Private Wealth LLC 0.34% Add +0.5% 3,869 $1.1M
Ionic Capital Management LLC 1.22% Add +9.0% 3,866 $1.1M
RHL Group, LLC 0.84% — 3,865 $1.1M
Alpha Financial Advisors, LLC 0.32% Add +5.1% 3,863 $1.1M
Artesa Financial Group, LLC 1.08% — 3,854 $1.0M
Charis Legacy Partners, LLC 1.55% Reduce -19.5% 3,854 $1.0M
Stronghold Wealth Management L.L.C. 1.54% — 3,830 $1.0M
Coordinated Financial Services, Inc. 0.61% Add +39.8% 3,825 $1.0M
GreatBanc Trust CO 0.73% Reduce -0.9% 3,821 $1.0M
Equity Wealth Partners, LLC 0.67% Reduce -3.2% 3,802 $1.0M
Town Capital LLC 0.84% — 3,794 $1.0M
Genesis Financial Group, LLC 0.60% — 3,793 $1.0M
DMKC Advisory Services, LLC 0.45% Add +86.6% 3,792 $1.0M
CMC Financial Group 1.84% Add +0.1% 3,787 $1.0M
Havemeyer Place LP 0.20% — 3,783 $1.0M
Nottingham Advisors, Inc. 0.14% Reduce -4.6% 3,739 $1.0M
Gleason Group, Inc. 0.10% Reduce -5.1% 3,737 $1.0M
Arnold Financial Planning LLC 1.05% — 3,734 $1.0M
Blue Barn Wealth, LLC 1.48% Reduce -21.5% 3,733 $1.0M
Formulate Financial LLC 1.19% Add +7.5% 3,724 $1.0M
Harvest Investment Advisors, LLC 0.57% No change 3,718 $1.0M
VanderPol Investments L.L.C. 1.93% Add +3.2% 3,717 $1.0M
Silver Coast Investments LLC 0.35% Reduce -2.4% 3,715 $1.0M
AtlasMark Financial, Inc 0.65% Add +0.9% 3,711 $1.0M
Graham Capital Wealth Management, LLC 0.93% Add +0.2% 3,710 $1.0M
Tull Financial Group, Inc. 0.43% Add +19.4% 3,707 $1.0M
Straight Path Wealth Management 0.27% Add +3.6% 3,702 $1.0M
TKG Advisors, LLC 0.41% Add +53.0% 3,701 $1.0M
Laurel Wealth Planning LLC 0.56% Add +55.1% 3,699 $1.0M
Cooksen Wealth, LLC 0.73% No change 3,696 $1.0M
Solano Wealth Investment Advisors LLC 0.50% Reduce -2.7% 3,685 $1.0M
Value Partners Investments Inc. 0.08% Reduce -13.2% 3,674 $1.0M
Citrine Capital LLC 0.46% No change 3,666 $997K
Archer Investment Management, LLC 0.54% Reduce -3.8% 3,664 $996K
Arcadia Wealth Management, Inc. 0.57% Reduce -0.9% 3,649 $992K
Altus Wealth Management, LLC 0.43% Add +0.0% 3,633 $988K
Riverview Trust Co 1.19% Reduce -0.8% 3,623 $985K
Equita Financial Network, Inc. 0.30% Reduce -15.1% 3,616 $983K
Heartland Advisors Inc. 0.05% No change 3,613 $982K
Financial Futures Ltd Liability Co. 0.46% Add +1.5% 3,612 $982K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1.36% Reduce -27.2% 3,610 $981K
Resolute Capital, LLC 0.41% — 3,607 $981K
Deepwater Asset Management, LLC 0.29% No change 3,605 $980K
Sherry Group, Inc. 1.03% — 3,585 $979K
Silverberg Bernstein Capital Management LLC 0.57% No change 3,600 $979K
NDWM LLC 0.65% Add +0.2% 3,590 $976K
Black Swift Group, LLC 0.16% Reduce -26.8% 3,570 $971K
CBM Financial, LLC 0.66% — 3,668 $970K
IronBridge Private Wealth, LLC 0.31% No change 3,555 $966K
Polymer Capital Management (HK) LTD 0.15% Reduce -92.8% 3,555 $966K
Navis Wealth Advisors, LLC 0.41% Add +26.2% 3,535 $961K
Guardian Wealth Advisors, LLC 0.54% Reduce -5.5% 3,535 $961K
ONE Advisory Partners, LLC 0.29% Add +4.7% 3,531 $960K
Whitcomb & Hess, Inc. 0.23% Add +2.7% 3,676 $960K
Note Advisors, LLC 0.49% Reduce -5.6% 3,871 $959K
USAdvisors Wealth Management, LLC 0.32% Add +2.0% 3,518 $956K
Compass Wealth Management, LLC 0.39% Add +0.1% 3,508 $954K
Harborfront Financial Group LLC 7.10% — 3,506 $953K
Tandem Investment Advisors, Inc. 0.04% Reduce -39.8% 3,504 $953K
Hoya Capital Real Estate, LLC 15.37% No change 3,500 $952K
Phraction Management LLC 0.27% No change 3,500 $952K
Manuka Financial, LLC 0.59% Add +26.4% 3,490 $949K
Oberweis Asset Management Inc./ 0.03% Add +2.6% 3,476 $945K
Dakota Community Bank & Trust NA 3.24% No change 3,475 $945K
Brooklyn FI, LLC 0.20% Add +2.9% 3,466 $942K
Fluent Financial, LLC 0.36% Add +20.6% 3,460 $941K
Foundry Financial Group, Inc. 0.47% Add +16.4% 3,459 $940K
Lam Group, Inc. 0.54% No change 3,458 $940K
Drum Hill Capital, LLC 1.00% Reduce -5.0% 3,455 $939K
Ewing Morris & Co. Investment Partners Ltd. 0.41% Add +92.5% 3,413 $939K
Imprint Wealth LLC 4.39% Reduce -46.5% 3,453 $939K
Whitegate Investment Counselors, Inc. 0.29% Add +0.1% 3,443 $936K
Stolz & Associates, PS 0.72% — 3,434 $934K
Dravo Bay LLC 0.39% Reduce -2.9% 3,423 $931K
Atlantic Private Wealth, LLC 0.59% Add +67.5% 3,418 $929K
Salzhauer Michael 0.41% No change 3,418 $929K
TL Private Wealth 0.36% Reduce -0.3% 3,574 $927K
Armor Investment Advisors, LLC 0.34% Reduce -6.4% 3,409 $927K
Advanced Portfolio Management, LLC 2.83% Reduce -44.8% 3,404 $925K
Cavalier Investments, LLC 0.29% Add +2.3% 3,399 $924K
SeedSafe Financial LLC 0.82% — 3,397 $924K
New England Asset Management Inc. 0.12% No change 3,382 $919K
Signature Resources Capital Management, LLC 0.46% Add +2.3% 3,371 $917K
DiPaolo Financial Group, Inc. 0.98% — 3,371 $916K
Summit Financial Consulting LLC 0.67% Reduce -2.4% 3,370 $916K
American Asset Management Inc. 0.77% Add +18.8% 3,352 $911K
Kennon-Green & Company, LLC 0.72% Reduce -8.7% 3,349 $910K
Enhancing Capital LLC 0.65% No change 3,338 $907K
Bellevue Group AG 0.02% Add +106.3% 3,320 $903K
Jmac Enterprises LLC 0.17% No change 3,315 $901K
Cambridge Capital Management, LLC 0.40% Reduce -0.1% 3,313 $901K
Kieckhefer Group LLC 0.43% Reduce -14.2% 3,312 $900K
Forum Private Client Group LLC 0.31% Reduce -0.5% 3,306 $899K
Schulz Wealth, LTD. 0.58% Add +0.5% 3,303 $898K
Guilbault Capital LLC 1.00% — 3,295 $896K
Oceanside Advisors LLC 0.54% Reduce -0.1% 3,291 $895K
Traction Financial Partners, LLC 0.53% Add +2.2% 3,289 $894K
Cauble & Harre Wealth Management, Inc. 0.75% — 3,279 $891K
Main Line Retirement Advisors, LLC 0.45% Add +0.0% 3,264 $887K
Raub Brock Capital Management LP 0.20% Reduce -1.8% 3,263 $887K
Dynamic Wealth Strategies, LLC 0.53% Add +10.7% 3,253 $884K
Matters Capital LLC 0.72% — 3,250 $884K
LifePlan Financial, LLC 0.68% Reduce -2.4% 3,243 $882K
True Vision MN LLC 0.45% Add +2.8% 3,243 $882K
McCarthy Asset Management, Inc. 0.46% Reduce -2.0% 3,242 $881K
Corrado Advisors, LLC 0.44% Reduce -3.4% 3,231 $878K
Burkett Asset Management Ltd 0.89% — 3,229 $878K
ICONIQ Capital, LLC 0.01% Reduce -56.1% 3,219 $875K
Schwallier Wealth Management LLC 0.56% Reduce -13.4% 3,372 $875K
Mid-American Wealth Advisory Group, Inc. 0.37% Add +18.1% 3,214 $874K
Refined Wealth Management 0.59% Add +12.7% 3,211 $873K
Clear Retirement Advice LLC 0.68% — 3,147 $870K
Absolute Capital Management, LLC 0.32% Add +8.2% 3,194 $868K
Grunden Financial Advisory, Inc. 0.34% Reduce -24.7% 3,194 $868K
Martin Capital Partners, LLC 0.33% Add +0.0% 3,194 $868K
Howard Hughes Medical Institute 0.50% Reduce -0.1% 3,184 $866K
StoneCrest Wealth Management, Inc. 0.35% Reduce -0.6% 3,181 $865K
Prairiewood Capital, LLC 0.27% Reduce -5.7% 3,181 $865K
Quarry Hill Advisors, LLC 0.40% Add +21.3% 3,177 $864K
Boston Standard Wealth Management, LLC 0.14% Reduce -1.3% 3,166 $861K
Praxis Capital Management LLC 3.08% — 3,166 $861K
Godfrey Financial Associates, Inc. 0.74% — 3,163 $860K
Investors Portfolio Services LLC 0.77% — 3,147 $855K
Charter Capital Management, LLC\DE 0.44% Reduce -1.7% 3,123 $849K
Investment Management Associates Inc. 0.24% New 3,119 $848K
Clark Estates Inc. 0.21% No change 3,111 $846K
PVG Asset Management Corp. 1.80% Add +60.7% 3,107 $845K
Wellment Financial 0.99% Reduce -12.4% 3,097 $842K
Avos Capital Management, LLC 0.37% Add +19.3% 3,092 $841K
Kahn Brothers Group Inc. 0.15% Add +3.3% 3,092 $841K
Sound Stewardship, LLC 0.40% Reduce -11.2% 3,087 $839K
Petra Financial Advisors Inc. 0.49% Reduce -13.4% 3,078 $837K
Boyar Asset Management Inc. 0.53% No change 3,071 $835K
PMG Family Office LLC 0.96% No change 3,064 $833K
Scott Capital Advisors, LLC 0.18% Reduce -2.0% 3,062 $832K
Leading Edge Financial Planning LLC 0.19% Add +0.8% 3,058 $831K
Level Wealth Management LLC 0.42% Reduce -1.2% 3,049 $829K
Kingdom Financial Group LLC. 0.26% Reduce -83.2% 3,036 $826K
Eddie Patel Inc 0.61% — 3,029 $823K
Team Financial Group, LLC 0.37% Reduce -4.0% 3,016 $820K
KOM Wealth Management Group, LLC 0.58% Reduce -0.7% 3,005 $817K
Ehrenkranz Partners L.P. 0.93% Add +223.0% 3,004 $817K
Arrien Investments, Inc. 0.46% Reduce -3.7% 3,001 $816K
Glaxis Capital Management, LLC 1.40% No change 3,000 $816K
Codex Capital Asset Management L.L.C. 0.30% No change 3,000 $816K
Fairway Wealth LLC 0.22% Add +29.4% 2,986 $812K
Investments & Financial Planning, LLC 0.43% No change 2,976 $809K
Dean, Jacobson Financial Services, LLC 0.51% Add +58.8% 2,971 $808K
MTM Financial Group, LLC 0.39% Add +0.0% 2,970 $807K
Vistica Wealth Advisors, LLC 0.80% — 2,967 $807K
Blom & Howell Financial Planning, Inc. 0.80% — 2,954 $803K
Two West Capital Advisors LLC 0.47% Add +0.2% 2,953 $803K
Bluestem Financial Advisors, LLC 0.31% Add +20.5% 2,948 $801K
Sims Investment Management, LLC 0.28% Reduce -2.8% 2,943 $800K
Fullerton Advisors, LLC 0.80% — 2,939 $799K
Northeast Planning Associates, Inc. / NH / 0.56% No change 2,929 $796K
Capstone Capital Management Ltd 0.76% — 2,921 $794K
Randolph Co Inc 0.08% No change 2,917 $793K
Keenan, LLC 0.70% — 2,914 $792K
Bay Harbor Wealth Management, LLC 0.21% Add +16.9% 2,912 $792K
Curry Webb Wealth Management LLC 0.39% — 2,908 $791K
Anderson Financial Strategies, LLC 0.46% No change 2,906 $790K
Capital Developers, LLC 0.71% — 2,902 $789K
Cannon Capital Management, Inc. 0.69% — 2,901 $789K
Rolek Wealth Management LLC 0.54% Add +0.9% 2,900 $788K
Englebert Financial Advisers, LLC 0.91% — 2,895 $787K
Ashford Capital Management Inc. 0.09% Reduce -4.0% 2,895 $787K
Ridgeline Wealth Planning, LLC 0.56% Add +17.0% 2,893 $787K
Fortune Financial Group, Inc. 0.77% — 2,642 $785K
Infinity Wealth Counsel, LLC 0.71% No change 2,881 $783K
Randall & Associates Wealth Management 0.54% Add +68.8% 2,880 $783K
Verisail Partners, LLC 0.32% No change 2,879 $783K
Lunt Capital Management, Inc. 0.29% Reduce -1.0% 2,859 $777K
Ball & Co Wealth Management Inc. 0.50% Reduce -0.6% 2,858 $777K
Magnolia Wealth Management, LLC 0.46% Add +7.3% 2,854 $776K
Washington Growth Strategies LLC 0.50% Add +1.9% 2,854 $776K
Provident Investment Management, Inc. 0.07% Reduce -3.2% 2,842 $773K
PMG Wealth Management, Inc. 0.57% Add +1.6% 2,840 $772K
Peloton Wealth Strategists 0.31% Add +8.8% 2,838 $772K
Townsend Financial Planning, LLC 0.77% — 2,833 $770K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.48% Reduce -1.7% 2,833 $770K
Prossimo Advisors, LLC 4.96% Add +2.7% 2,832 $770K
Cornerstone Financial Group, LLC 0.54% Add +0.0% 2,832 $770K
MontVue Capital Management, Inc. 0.51% Add +1.7% 2,830 $769K
Principia Wealth Advisory, LLC 0.48% Reduce -1.8% 2,823 $768K
Horizons Wealth Management 0.51% Reduce -7.0% 2,820 $767K
Capstone Capital LLC 0.50% Reduce -25.6% 2,807 $763K
Strategic Equity Management 0.26% Add +12.9% 2,801 $762K
Lawson Kroeker Investment Management Inc. 0.23% Reduce -84.5% 2,800 $761K
American Capital Management Inc. 0.03% No change 2,800 $761K
New Jersey Better Educational Savings Trust 1.29% No change 2,789 $758K
Odyssean, LLC 0.54% — 2,780 $756K
Swiss Re Ltd. 0.05% — 2,777 $755K
Keating Investment Counselors Inc. 0.21% Reduce -1.8% 2,776 $755K
Mustico Financial Group, Inc. 0.58% Add +9.3% 2,903 $754K
Sound Financial Strategies Group, LLC 0.53% Add +40.7% 2,771 $753K
GFI Investment Counsel Ltd. 0.08% Add +11.4% 2,764 $751K
Retireful, LLC 0.94% New 2,748 $750K
Merkkuri Wealth Advisors LLC 0.51% Add +0.1% 2,758 $750K
Bridgelight Financial Advisors, Inc. 0.63% — 2,737 $744K
Cassady Wealth & Retirement Planning, LLC 0.48% — 2,733 $743K
Tanglewood Wealth Management, Inc. 0.07% No change 2,731 $742K
Mizuho Markets Cayman LP 0.04% Reduce -67.9% 2,727 $741K
Three Cord True Wealth Management, LLC 0.43% Add +3.5% 2,701 $734K
Gruss & Co., LLC 1.61% Reduce -35.7% 2,700 $734K
Family Legacy Financial Solutions, LLC 0.57% Reduce -7.3% 2,699 $734K
Lord & Richards Wealth Management, LLC 0.63% Add +1.4% 2,679 $728K
SWS Partners 0.18% Add +3.7% 2,672 $727K
Rbo & Co. LLC 0.12% No change 2,669 $726K
Liberty Atlantic Advisors LLC 0.71% — 2,666 $725K
GuidedMoney, LLC 0.39% — 2,659 $723K
Sarver Vrooman Wealth Advisors 0.46% Add +0.6% 2,656 $722K
Cascade Wealth Advisors, Inc 0.33% Add +1.1% 2,815 $722K
Fsa Wealth Partners, Inc. 0.26% Add +18.6% 2,625 $714K
Visionary Horizons, LLC 0.37% Add +0.0% 2,616 $711K
Ethos Capital Management, Inc. 0.67% — 2,615 $711K
Global Wealth Management, LLC 0.38% Reduce -1.8% 2,611 $710K
Arbejdsmarkedets Tillaegspension 0.02% — 2,609 $709K
Hoese & Co LLP 0.50% No change 2,602 $707K
KRM Wealth Management L.L.C. 0.39% — 2,601 $707K
Avanda Investment Management Pte. Ltd. 0.70% New 2,600 $707K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 1.11% — 2,593 $705K
Fee-Only Financial Planning, L.C. 0.41% No change 2,582 $702K
Northwest Financial Advisors 1.43% Reduce -85.1% 2,564 $697K
Twele Capital Management, Inc. 0.12% Reduce -3.2% 2,556 $695K
Beddow Capital Management Inc. 0.27% No change 2,550 $693K
Copley Financial Group, Inc. 0.43% Reduce -10.3% 2,545 $692K
Cravens & Co Advisors, LLC 0.45% Reduce -0.7% 2,641 $689K
Beacon Financial Strategies CORP 0.38% No change 2,518 $685K
Sunesis Advisors, LLC 0.31% No change 2,516 $684K
Coastline Complete Wealth LLC 0.43% — 2,515 $684K
Walleye Partners, LLC 0.76% — 2,507 $682K
WHI TRUST Co LLC 0.52% — 2,499 $679K
Quest 10 Wealth Builders, Inc. 0.61% Reduce -6.1% 2,495 $678K
Knott David M Jr 0.31% No change 2,494 $678K
Mandatum Life Insurance Co Ltd 0.15% Reduce -13.9% 2,482 $675K
Chase Investment Counsel Corp. 0.19% Reduce -0.5% 2,480 $674K
Investment Management Corp. /Va/ 0.57% Add +0.8% 2,479 $674K
SPG Advisors LLC 6.90% Reduce -0.6% 2,469 $671K
Watchman Group, Inc. 0.16% Add +1.1% 2,467 $671K
Unison Advisors LLC 0.06% No change 2,464 $670K
Bannerman Wealth Management Group, LLC 0.47% Add +13.6% 2,463 $670K
Trademark Financial Management, LLC 0.37% Reduce -3.0% 2,461 $669K
Beaumont Asset Management, L.L.C. 0.33% Add +9.7% 2,458 $668K
New Harbor Financial Group, LLC 0.12% Add +6.0% 2,456 $668K
Envision Financial LLC 0.35% Reduce -4.7% 2,453 $667K
Pearl Planning LLC 0.41% — 2,449 $666K
Boyer Financial Services, Inc. 0.71% — 2,455 $665K
J.E. Simmons & Co., P.C. 0.43% — 2,445 $665K
Palouse Capital Management, Inc. 0.43% Reduce -76.4% 2,429 $663K
Left Brain Wealth Management, LLC 0.23% Add +21.1% 2,429 $660K
Powerhouse Assets LLC 0.58% — 2,422 $659K
Morton Community Bank 0.14% Reduce -4.1% 2,534 $658K
Dara Capital Us, Inc. 0.58% — 2,401 $653K
Intercapital, LLC 0.34% — 2,400 $652K
Fairholme Capital Management 0.05% No change 2,400 $652K
Balanced Rock Investment Advisors LLC 0.46% Add +1.3% 2,399 $652K
Peterson Wealth Management 0.48% Add +8.1% 2,391 $650K
Shariaportfolio, Inc. 0.27% Reduce -16.2% 2,385 $648K
Rice Hall James & Associates, LLC 0.04% No change 2,385 $648K
Hudson Oak Wealth Advisory LLC 0.57% — 2,382 $648K
James Hambro & Partners LLP 0.02% Add +0.5% 2,370 $644K
One Wealth Map LLC 0.33% Reduce -9.1% 2,372 $641K
Lloyd Advisory Services, LLC. 0.25% Reduce -84.8% 2,343 $637K
Corepath Wealth Partners LLC 0.43% Reduce -0.3% 2,447 $637K
Axim Planning & Wealth 0.68% New 2,336 $635K
Bedminster, LLC 0.58% — 2,334 $635K
BCR Wealth Strategies, LLC 0.21% No change 2,331 $633K
Vestment Financial LLC 0.33% Add +0.0% 2,437 $632K
Sumitomo Mitsui Financial Group, Inc. 0.01% Add +350.6% 2,307 $632K
Schiavi & Co LLC 0.20% No change 2,322 $631K
VERITY Wealth Advisors 0.39% No change 2,318 $630K
Calder Financial LLC 0.62% — 2,307 $627K
Retirement Wealth Solutions LLC 0.40% Add +0.5% 2,303 $626K
KMT Wealth Management, LLC 0.33% No change 2,299 $625K
Troutman Wealth Management, LLC 0.52% — 2,294 $624K
Croban 0.30% Reduce -7.3% 2,290 $623K
F&V Capital Management, LLC 0.13% Add +8.2% 2,289 $622K
Erickson Financial Group, LLC 0.38% Reduce -5.4% 2,272 $618K
Arcadia Wealth Management, LLC 0.23% Reduce -8.0% 2,260 $615K
Bestgate Wealth Advisors, LLC 1.08% Reduce -5.5% 2,254 $613K
Inlight Wealth Management, LLC 0.22% Add +0.1% 2,250 $612K
Louisbourg Investments Inc. 0.12% No change 2,640 $607K
Elevate Wealth Advisory, Inc. 0.41% Add +6.9% 2,228 $606K
Pacific Wealth Management 0.28% No change 2,226 $605K
Orcam Financial Group 0.45% Reduce -4.5% 2,212 $601K
Mane Global Capital Management LP 0.03% No change 2,210 $601K
Innovator Capital Management, LLC 17.60% Reduce -17.9% 2,206 $600K
Cogent Strategic Wealth LLC 0.65% — 2,408 $597K
swisspartners Advisors Ltd 0.43% No change 2,188 $594K
Bulwark Capital Corp 0.42% Reduce -7.8% 2,178 $592K
Brooktree Capital Management 0.39% No change 2,175 $591K
Poinciana Advisors Group, LLC 0.47% Add +2.0% 2,172 $590K
Redstone Wealth Management, LLC 0.47% — 2,169 $590K
Curat Global, LLC 0.65% No change 2,168 $589K
Manning & Napier Advisors LLC 0.01% Add +91.1% 2,150 $587K
Scratch Capital LLC 0.38% Reduce -63.5% 2,159 $587K
Martel Wealth Advisors LLC 0.10% Add +7.5% 2,159 $587K
Oath Planning, LLC 0.58% — 2,155 $586K
Stegner Investment Associates Inc. 0.31% Reduce -5.4% 2,136 $581K
Foundry Financial LLC 0.30% — 2,134 $580K
Dahring | Cusmano LLC 0.40% Reduce -0.1% 2,129 $579K
Dynamic Technology Lab Private Ltd 0.13% Reduce -63.3% 2,117 $576K
Semitam Bonam LLC 0.48% Reduce -2.0% 2,113 $575K
Pacific Park Financial, Inc. 0.36% — 2,110 $574K
Nvest Wealth Strategies, Inc. 0.42% — 2,105 $572K
Arlington Capital Management, Inc. 0.35% Reduce -1.8% 2,095 $570K
Cadence Wealth Management LLC 0.27% Reduce -2.4% 2,094 $569K
Ridgeline Wealth, LLC 0.39% Add +4.7% 2,082 $566K
NFC Investments, LLC 0.16% No change 2,080 $566K
NorthLanding Financial Partners, LLC 0.45% Add +0.1% 2,080 $565K
Conscious Wealth Investments, LLC 0.34% Reduce -8.9% 2,048 $565K
Shearwater Capital LLC 0.32% Reduce -16.5% 2,059 $560K
Demming Financial Services Corp. 0.42% — 2,057 $559K
Moody Aldrich Partners LLC 0.10% No change 2,040 $555K
BancFirst Trust & Investment Management 0.23% Add +12.2% 2,030 $554K
American Investment Services, Inc. 0.13% No change 2,028 $551K
Benchmark Financial, LLC 0.54% — 2,009 $546K
Bramshill Investments, LLC 0.03% New 2,000 $544K
Yanni & Associates Investment Advisors, LLC 0.54% — 1,997 $543K
Standard Family Office LLC 0.58% No change 1,996 $543K
Sugar Maple Asset Management, LLC 0.36% Add +1.0% 1,989 $541K
Coerente Capital Management 0.10% Reduce -18.8% 1,985 $540K
Marmo Financial Group, LLC 0.26% No change 1,982 $539K
Aspect Partners, LLC 0.23% Add +0.3% 1,975 $537K
SIMA Wealth Partners, LLC 0.41% No change 1,973 $536K
William B. Walkup & Associates, Inc. 0.29% Add +0.9% 1,970 $536K
HBE Wealth Management, LLC 0.50% — 1,960 $533K
Fairman Group, LLC 0.43% Reduce -30.2% 1,960 $533K
Thor Investment Management Inc. /Oh/ 0.31% Add +16.2% 1,960 $533K
Hassell Wealth Management, LLC 0.18% Add +7.5% 2,084 $533K
Columbia River Financial Group, LLC 0.33% No change 1,954 $531K
Jordan Park Trust Co LLC 0.36% Reduce -14.3% 1,946 $529K
High Point Wealth Management, LLC 0.51% — 1,942 $528K
OakTrust Wealth Advisors, LLC 0.48% — 1,933 $525K
Lauer Wealth, LLC 0.40% No change 2,028 $525K
Caitlin John, LLC 0.34% Reduce -73.7% 1,929 $524K
Integrated Wealthcare, LLC 0.44% — 1,929 $524K
Crosspoint Financial, LLC 1.23% Add +111.1% 1,927 $524K
Financial Life Advisors 0.16% Add +5.9% 1,924 $523K
Willow Financial LLC 0.53% — 1,913 $520K
George Kaiser Family Foundation 0.07% No change 1,908 $519K
Prescott Group Capital Management, L.L.C. 0.05% No change 1,908 $519K
Intrinsic Value Partners, LLC 0.39% Reduce -3.2% 1,903 $517K
Financial Counselors Inc. 0.72% Reduce -0.6% 1,899 $516K
Wilsey Asset Management Inc. 0.08% Add +73.0% 1,896 $515K
Optimus Capital Advisors, LLC 0.30% — 1,889 $514K
Twin City Private Wealth, LLC 0.39% Reduce -0.1% 1,883 $512K
Cultivar Capital, Inc. 0.33% Add +1.2% 1,880 $511K
Envision Financial Planning, LLC 0.19% Add +6.0% 1,874 $510K
Turning Point Benefit Group, Inc. 0.27% Add +43.8% 1,869 $508K
Buska Wealth Management, LLC 0.19% Add +11.1% 1,862 $506K
Theory Financial LLC 0.17% Reduce -2.2% 1,978 $505K
Jacobson & Schmitt Advisors, LLC 0.08% Reduce -88.9% 1,848 $502K
XY Capital Ltd 0.51% New 1,844 $501K
Klein Pavlis & Peasley Financial, Inc. 0.30% Add +61.1% 1,843 $501K
SigFig Wealth Management, LLC 0.01% No change 1,830 $500K
Graetz Wealth LLC 0.46% — 1,840 $500K
American Wealth Advisors, LLC 0.49% Add +0.1% 1,839 $500K
Sound Portfolio Advisors, LLC 0.42% — 1,839 $500K
Ironwood Investment Management LLC 0.21% No change 1,836 $499K
FLP Wealth Management, LLC 1.17% Reduce -6.7% 1,820 $495K
Revere Asset Management, Inc 0.17% Add +1.4% 1,801 $490K
Financial Architects, LLC 0.26% Reduce -4.3% 1,785 $485K
Crown Oak Advisors, LLC 0.23% No change 1,785 $485K
Round Hill Asset Management 0.30% Reduce -39.7% 1,772 $482K
IFS Advisors, LLC 0.25% Reduce -6.6% 1,769 $481K
Paller Financial Services Inc 0.39% — 1,767 $480K
Sunrise Financial Services, LLC 0.36% — 1,765 $480K
Resolute Advisors LLC 0.16% Reduce -9.7% 1,764 $480K
AdvisorShares Investments LLC 0.08% Reduce -21.5% 1,763 $479K
Thayer Financial, L.L.C. 0.51% — 1,762 $479K
Skyview Financial Group LLC 0.49% — 1,756 $477K
October Effect Ltd 0.53% No change 1,755 $477K
Hemming& Wealth Management, Inc. 0.33% — 1,753 $477K
Larry Mathis Financial Planning, LLC 0.42% — 1,748 $475K
Rachor Investment Advisory Services, LLC 0.25% — 1,746 $475K
Wise Wealth Partners 0.68% Add +9.0% 1,742 $474K
AF Advisors, Inc. 0.18% Reduce -0.5% 1,741 $473K
DORVAL Corp 0.15% No change 1,739 $473K
Downshift Financial, LLC 0.29% — 1,711 $473K
RCW Management, LLC 0.47% — 1,729 $470K
Client First Capital LLC 0.20% Add +82.4% 1,727 $470K
Stage Harbor Financial, LLC 0.32% Reduce -8.5% 1,724 $469K
Oregon Pacific Wealth Management, LLC 0.48% Reduce -62.4% 1,718 $467K
VanWeelden Wealth Management, LLC 0.37% Reduce -9.6% 1,713 $466K
FSA Advisors, Inc. 0.32% Reduce -84.8% 1,709 $465K
Lountzis Asset Management, LLC 0.17% Reduce -7.6% 1,709 $465K
Accordant Advisory Group Inc 0.32% Add +6.2% 1,704 $463K
Luminvest Wealth Management LLC 0.13% Reduce -22.0% 1,698 $462K
Scholtz & Company, LLC 0.20% No change 1,696 $461K
Triune Financial Partners, LLC 0.11% Reduce -31.3% 1,771 $459K
Pandowealth. LLC 0.42% — 1,686 $458K
Dymon Asia Capital (singapore) Pte. LTD. 0.10% New 1,675 $455K
Kickstand Ventures, Llc. 0.10% Reduce -6.8% 1,670 $454K
Rochester Wealth Strategies, LLC 0.28% Reduce -2.5% 1,666 $453K
Strategent Financial, LLC 0.29% Reduce -8.1% 1,658 $451K
Arbor Wealth Advisors LLC 0.32% No change 1,657 $451K
Kitching Partners, LLC 0.41% Add +36.4% 1,640 $446K
Sherbrooke Park Advisers LLC 1.15% New 1,632 $444K
Donor Advised Charitable Giving, Inc. 0.01% Reduce -79.0% 1,626 $442K
Yardley Wealth Management LLC 0.23% No change 1,621 $441K
Letson Investment Management, Inc. 0.16% No change 1,612 $438K
Ghe, LLC 0.14% New 1,606 $437K
Palladiem, LLC 0.41% — 1,596 $436K
J2 Capital Management Inc 0.32% No change 1,601 $435K
Fund Evaluation Group, LLC 0.01% New 1,595 $434K
Weybosset Research & Management LLC 0.13% Reduce -5.7% 1,591 $432K
ArchPoint Investors 0.10% No change 1,586 $431K
Breakwater Investment Management 0.16% Reduce -1.7% 1,584 $431K
Kirr Marbach & Co. LLC 0.08% No change 1,572 $427K
Livet Wealth, LLC 0.26% — 1,565 $425K
Uptown Financial Advisors LLC 0.36% No change 1,562 $425K
ArborFi Advisors, LLC 0.34% Reduce -7.1% 1,563 $425K
CSS LLC 0.07% New 1,560 $424K
Lee, Kelleher & Klein Wealth Management 0.25% No change 1,556 $423K
Diversified Investment Strategies, LLC 0.28% No change 1,555 $423K
Ted Buchan & Co 0.15% Reduce -9.4% 1,553 $422K
Significant Wealth Partners LLC 0.47% Reduce -63.3% 1,549 $421K
Beacon Capital Management, Inc. 0.02% Reduce -10.0% 1,537 $418K
Acute Investment Advisory, LLC 4.04% Add +7.3% 1,535 $417K
Disciplined Growth Investors Inc. 0.01% No change 1,535 $417K
Amara Financial, Llc. 0.29% Reduce -0.1% 1,534 $417K
Vannoy Advisory Group, Inc. 0.26% No change 1,532 $416K
Amicus Financial Advisors, LLC 0.12% — 1,530 $416K
Penbrook Management LLC 0.29% Reduce -11.6% 1,529 $416K
McCartney Wealth Management LLC 0.36% — 1,524 $414K
Stewardship Concepts Financial Services LLC 0.35% — 1,510 $411K
Hillcrest Wealth Advisors - NY, LLC 0.18% Reduce -0.1% 1,511 $411K
Catherine Avery Investment Management LLC 0.25% Add +18.0% 1,508 $410K
Family CFO Inc 0.18% No change 1,507 $410K
Citadel Investment Advisory, Inc. 0.18% No change 1,500 $408K
West Tower Group, LLC 0.94% New 1,500 $408K
Horizon Advisory Services, Inc. 0.21% Reduce -22.4% 1,500 $408K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.06% No change 1,500 $408K
Portland Financial Advisors Inc 0.86% No change 1,494 $406K
Bear Mountain Capital, Inc. 0.13% Reduce -0.3% 1,573 $406K
Geneva Partners, LLC 0.14% Reduce -0.9% 1,485 $404K
Blueline Advisors LLC 0.33% — 1,483 $403K
Ramiah Investment Group 0.35% New 1,483 $403K
Tme Financial, Inc. 0.28% Add +12.8% 1,475 $401K
ESL Trust Services, LLC 0.08% Reduce -1.4% 1,460 $397K
Broadhurst Jeffrey B 0.41% — 1,457 $396K
Hippocratic Financial Advisors, LLC 0.18% No change 1,456 $396K
Virtus Family Office LLC 0.34% Reduce -35.8% 1,454 $395K
Avalon Advisory Group 0.16% Reduce -44.4% 1,452 $395K
Seaview Investment Managers LLC 0.15% No change 1,447 $393K
Fortitude Financial, LLC 0.33% Reduce -94.3% 1,445 $393K
Summit Investment Advisory Services, LLC 0.15% Add +6.3% 1,443 $392K
Lecap Asset Management Ltd. 0.16% New 1,440 $391K
Woodside Wealth Management LLC 0.29% Add +28.5% 1,433 $390K
Kings Path Partners LLC 0.14% Reduce -2.4% 1,430 $389K
Ironsides Asset Advisors, LLC 0.10% No change 1,420 $386K
Sacks & Associates, LLC 0.28% — 1,420 $386K
Moller Wealth Partners 0.08% Reduce -0.4% 1,419 $386K
North Ridge Wealth Advisors, Inc. 0.22% No change 1,417 $385K
R.m.sincerbeaux Capital Management LLC 0.22% No change 1,414 $384K
Asset Planning Services Inc. /La/ 0.17% No change 1,410 $384K
Roberts Financial Services LLC 0.12% Add +0.1% 1,410 $383K
EMC Capital Management 0.17% Add +0.1% 1,470 $381K
Sharpepoint LLC 0.23% New 1,396 $380K
Ballast Financial Advisors LLC 0.39% — 1,391 $378K
Mittelman Wealth Management 0.25% Add +2.9% 1,390 $378K
Sachem Hill LLC 0.07% Add +12.1% 1,390 $378K
Frontier Asset Management, LLC 0.09% Add +45.6% 1,385 $377K
Red Spruce Capital, LLC 0.15% No change 1,385 $377K
Polymer Capital Management (US) LLC 0.05% Reduce -24.4% 1,377 $374K
Cardinal Capital Management, Inc. 0.01% Reduce -8.1% 997 $372K
OxenFree Capital LLC 0.19% Reduce -2.1% 1,363 $370K
Point Nemo Capital, LLC 0.36% — 1,355 $368K
Platt Investment Counsel, LLC 0.27% No change 1,353 $368K
Templeton & Phillips Capital Management, LLC 0.24% No change 1,340 $364K
Leverty Financial Group, LLC 0.09% Reduce -22.4% 1,338 $364K
Meixler Investment Management, Ltd. 0.22% Reduce -1.8% 1,337 $363K
Alexander Randolph Advisory, Inc. 0.30% Reduce -2.8% 1,336 $363K
Conestoga Capital Advisors, LLC 0.01% Reduce -3.3% 1,335 $363K
GEN Financial Management, INC. 0.23% Add +7.2% 1,334 $363K
Brookmont Capital Management 0.21% Reduce -1.0% 1,330 $362K
Thornburg Investment Management Inc. 0.00% Reduce -57.2% 1,329 $361K
Reality Financial Planning Services, LLC 0.34% — 1,325 $360K
Frankly Finances, LLC 0.34% — 1,323 $360K
1492 Capital Management LLC 0.14% New 1,298 $353K
Blueshift Asset Management, LLC 0.10% Add +1.2% 1,296 $352K
Lockerman Financial Group, Inc. 0.67% Reduce -82.2% 1,291 $351K
Retirement Management Systems Inc. 0.09% — 1,288 $350K
Portfolio Resources Advisor Group, Inc. 0.35% — 1,287 $350K
John W. Brooker & Co., CPAs 0.63% Reduce -22.1% 1,286 $350K
Marathon Strategic Advisors, LLC 0.27% Reduce -0.5% 1,283 $349K
Samjo Management, LLC 0.13% No change 1,280 $348K
Israel Discount Bank of New York 0.95% Reduce -51.3% 1,278 $347K
Luminist Capital LLC 0.43% Reduce -59.5% 1,276 $347K
MilWealth Group LLC 0.08% Reduce -15.3% 1,271 $346K
Hershey Financial Advisers, LLC 0.29% Add +7.5% 1,260 $343K
Quarry LP 0.06% Add +49.5% 1,260 $343K
Salus Financial Advisors, LLC 0.20% Reduce -3.8% 1,254 $341K
Legacy Wealth Management, LLC 0.02% Add +27.0% 1,238 $337K
Sciencast Management LP 0.05% Reduce -90.5% 1,238 $337K
rebel Financial LLC 0.14% Add +0.0% 1,237 $336K
BFI Infinity Ltd. 0.21% No change 1,230 $334K
Approach Retirement Advisors, LLC 0.29% — 1,225 $333K
LBJ Family Wealth Advisors, Ltd. 0.18% Add +32.8% 1,218 $331K
Bull Oak Capital, LLC 0.13% Reduce -4.4% 1,213 $330K
AIFG Consultants Ltd. 0.57% Reduce -2.1% 1,211 $329K
Fox Run Management, L.L.C. 0.05% New 1,207 $328K
Wealth Advisory Team LLC 0.29% — 1,202 $327K
Safir Wealth Advisors, LLC 0.23% No change 1,200 $326K
Hanover Advisors Inc. 0.13% No change 1,195 $325K
Eq Wealth Advisors, LLC 0.19% Reduce -8.3% 1,189 $323K
Able Wealth Management LLC 0.10% Reduce -91.5% 1,187 $323K
Applied Capital LLC 0.12% Add +16.7% 1,181 $321K
Schaeffer Financial LLC 0.28% Add +0.1% 1,181 $321K
BFI Wealth Solutions, LLC 0.30% — 1,166 $317K
Pura Vida Investments, LLC 1.18% New 1,165 $317K
Allodium Investment Consultants, LLC 0.16% Add +11.5% 1,165 $317K
JHP Wealth Management, LLC 0.30% — 1,155 $314K
Mills Wealth Advisors LLC 0.12% Add +3.4% 1,154 $314K
American Alpha Advisors, LLC 0.20% No change 1,151 $313K
Moneywise, Inc. 0.13% Reduce -53.6% 1,139 $310K
Quadrature Capital Ltd 0.00% Reduce -99.8% 1,130 $307K
Midwest Heritage Bank, FSB 0.11% Reduce -1.7% 1,125 $306K
Cornerstone Management, Inc. 0.05% Add +1.4% 1,122 $305K
Cygnus Capital Advisors, LLC 0.23% — 1,120 $304K
Perspective Wealth Advisors LLC 0.22% — 1,116 $303K
Ground Swell Capital, LLC 0.62% New 1,107 $301K
HFM Investment Advisors, LLC 0.12% Add +86.9% 1,101 $299K
Granger Management LLC 0.08% No change 1,100 $299K
Colrain Capital LLC 0.16% Reduce -37.1% 1,100 $299K
Capital Wealth Alliance, LLC 0.13% Reduce -4.0% 1,070 $294K
E&R Wealth Management, LLC 0.31% — 1,076 $293K
Allstreet Capital Advisors LLC 0.21% — 1,076 $293K
Advantage Trust Co 0.13% No change 1,075 $292K
Mountain Hill Investment Partners Corp. 0.21% No change 1,073 $292K
LGL Partners, LLC 0.12% Add +9.7% 1,072 $292K
Piedmont Capital Management, LLC 0.15% No change 1,072 $291K
TrustWell Financial Advisors, LLC 0.28% — 1,065 $290K
DLD Asset Management, LP 0.10% New 1,062 $289K
ETF Store, Inc. 0.29% Reduce -6.8% 1,062 $289K
Destiny Capital Corp 0.15% Add +21.7% 1,054 $287K
Gator Capital Management, LLC 0.06% No change 1,052 $286K
Interactive Financial Advisors, Inc. 0.18% Add +4.0% 1,051 $286K
MKD Wealth Coaches, LLC 0.29% Reduce -22.3% 1,050 $285K
Optimize Financial Inc. 0.14% Reduce -4.6% 1,049 $285K
LCW Services, LLC 0.15% — 1,047 $285K
Kassira Wealth Management LLC 0.27% No change 1,038 $282K
Compass Financial Group, Inc. 0.12% No change 1,036 $282K
Journey Beyond Wealth, LLC 0.22% Reduce -8.7% 1,034 $281K
Total Wealth Planning, LLC 0.60% Reduce -83.9% 1,029 $280K
Kastel Capital Advisors, LLC 0.17% — 1,024 $278K
Nixon Capital, LLC 0.07% Add +0.1% 1,019 $277K
Chartist Inc. 0.19% Reduce -0.8% 1,018 $277K
Stuart Investment Advisors, Inc. 0.25% No change 1,008 $274K
Axiom Financial Strategies, LLC 0.12% Reduce -16.2% 1,005 $273K
Access Investment Management LLC 0.07% No change 1,073 $273K
Fidelis Wealth Advisors LLC 0.40% — 1,004 $273K
Corient IA LP 0.26% No change 1,000 $272K
BCO Wealth Management LLC 0.17% Reduce -1.1% 998 $271K
Ciovacco Capital Management LLC 0.14% New 994 $270K
Guardian Wealth Management, LLC 0.08% — 985 $268K
Plus Group Wealth Advisors LLC 0.30% — 984 $268K
Bullseye Investment Management, LLC 0.14% Reduce -30.4% 983 $267K
Teachers Insurance & Annuity Association of America 0.31% Add +197.0% 980 $266K
Compass Financial Group, Inc. (Ohio) 0.19% — 975 $265K
Mann Financial Group, Inc. 0.26% Reduce -0.4% 972 $264K
Managed Asset Portfolios, LLC 0.03% Reduce -4.1% 969 $264K
Teramo Advisors, LLC 0.08% No change 967 $263K
Babb Wealth Advisors LLC 0.15% Reduce -13.4% 961 $261K
Members Advisory Group LLC 0.10% Reduce -6.7% 956 $260K
Brown Capital Management LLC 0.02% Reduce -47.8% 952 $259K
Capital Management Corp. 0.04% No change 950 $258K
BCU Wealth Advisors, LLC 0.10% No change 950 $258K
Keystone Financial Group, Inc. 0.14% Add +0.1% 950 $258K
Sage Financial Group Inc. 0.02% No change 947 $257K
St. Louis Trust Co 0.03% No change 939 $255K
Sterling Investment Advisors LLC 0.12% No change 936 $255K
Providence Financial Advisors, LLC 0.25% Reduce -51.7% 935 $254K
Aurelius Family Office LLC 0.11% No change 950 $254K
Brighton Securities Corp. 0.13% Reduce -12.0% 932 $253K
Peirce Capital Management, LLC 0.10% Reduce -7.1% 929 $253K
Capstone Wealth Management, Inc. 0.22% — 925 $252K
Redmont Wealth Advisors LLC 0.38% No change 914 $248K
Evergreen Wealth Management, LLC 0.12% Reduce -0.7% 909 $247K
Midwest Financial Network, LLC 0.19% Reduce -1.1% 905 $246K
Chesapeake Capital Corp. 0.20% New 898 $244K
Causeway Capital Management LLC 0.00% Reduce -3.1% 898 $244K
SWF LLC 0.02% No change 895 $243K
Ruane, Cunniff & Goldfarb L.P. 0.00% No change 891 $242K
Cassilly Financial Group LLC 0.21% — 890 $242K
Sherwood Financial Partners, LLC 0.21% No change 883 $240K
New Dimensions Wealth Management, LLC 0.20% Reduce -1.5% 863 $235K
Oakmont Advisory Group, LLC 0.25% — 862 $234K
First Wilshire Securities Management Inc. 0.06% Reduce -0.1% 860 $234K
Life Planning Partners, Inc 0.18% No change 858 $233K
Spectrum Financial Alliance Ltd LLC 0.05% Reduce -8.2% 857 $233K
Richardson Capital Management LLC 0.12% No change 857 $233K
Perissos Private Wealth Management, LLC 0.19% Add +0.7% 829 $225K
Astoria Strategic Wealth, Inc. 0.06% Reduce -7.5% 820 $223K
River's Edge Wealth Management, LLC 0.22% — 871 $223K
Bayshore Capital Advisors, LLC 0.11% — 815 $222K
Fidato Wealth LLC 0.14% No change 811 $221K
Infrastructure Capital Advisors, LLC 0.04% New 811 $220K
Family Wealth Partners, LLC 0.08% New 803 $218K
T3 Companies, LLC 0.28% — 802 $218K
Capital & Planning, LLC 1.01% Reduce -96.9% 800 $217K
Mendota Financial Group, LLC 0.16% Reduce -29.7% 799 $217K
S. R. Schill & Associates 0.15% Reduce -23.1% 799 $217K
Arbor Wealth Management LLC\AZ 0.17% — 796 $216K
Optimist Retirement Group LLC 0.10% New 793 $216K
Wasatch Advisors LP 0.00% Reduce -2.0% 783 $213K
Patton Fund Management, Inc. 0.03% Reduce -25.6% 782 $213K
Corbyn Investment Management Inc. 0.10% New 777 $211K
TT Capital Management LLC 0.17% Reduce -16.7% 775 $211K
NorthAvenue LLC 0.17% — 771 $210K
Independence Asset Advisors, LLC 0.12% New 771 $210K
LTG Capital LLC 0.16% New 757 $206K
True Blue Financial, LLC 0.17% — 751 $204K
Kane Co Wealth Management, Inc. 0.18% — 750 $204K
Brandywine Global Investment Management, LLC 0.00% New 744 $202K
Elevation Capital Advisory, LLC 0.08% New 743 $202K
MJT & Associates Financial Advisory Group, Inc. 0.15% Reduce -6.5% 717 $195K
Fiduciary Advisors, Inc. 0.14% No change 700 $190K
MidAtlantic Capital Management, Inc. 0.12% New 688 $187K
Disciplined Equity Management, Inc. 0.09% No change 660 $179K
Midwest Capital Advisors, LLC 0.08% Reduce -10.4% 652 $177K
Fundsmith Investment Services LTD. 0.00% New 605 $164K
Glynn Capital Management LLC 0.06% Add +2.2% 600 $163K
Winnacle Wealth LLC 0.12% Add +4.8% 587 $160K
Collier Financial 0.12% No change 584 $159K
Dorato Capital Management 0.12% — 603 $157K
Atomic Invest LLC 0.08% — 545 $149K
Networth Advisors, LLC 0.11% — 544 $148K
Cordant, Inc. 0.06% Reduce -0.8% 505 $137K
Titan Wealth (CI) Ltd 0.05% — 491 $133K
Miller Global Investments, LLC 0.12% — 468 $127K
Clarity Asset Management, Inc. 0.07% Add +2.0% 452 $123K
eCIO, Inc. 0.05% New 412 $112K
Wormser Freres Gestion 0.06% No change 400 $109K
Morgan Dempsey Capital Management LLC 0.05% No change 400 $109K
Bard Associates Inc. 0.03% New 400 $109K
LM Advisors LLC 0.42% Reduce -72.5% 29,026 $107K
PayPay Securities Corp 2.91% Add +52.1% 365 $99K
Financially Speaking Inc 0.06% Add +0.3% 335 $91K
Basso Capital Management, L.P. 0.05% New 324 $88K
Pillar Financial Advisors, LLC 0.05% Reduce -2.1% 320 $87K
Inspire Investing, LLC 0.01% New 280 $76K
Timmons Wealth Management, LLC 0.07% — 252 $69K
10Elms LLP 0.07% No change 243 $66K
Disciplina Capital Management LLC 0.01% No change 236 $64K
Park Square Financial Group, LLC 0.36% Add +4.8% 239 $60K
Conquis Financial LLC 0.05% No change 220 $60K
Northwest Capital Management Inc 0.22% Reduce -99.3% 184 $50K
180 GPS Investments IC Ltd 0.03% Reduce -99.1% 165 $33K
Longfellow Investment Management Co. LLC 0.01% Reduce -98.9% 105 $29K
Avenir Tech Ltd 0.00% No change 100 $27K
Drystone LLC 0.02% No change 98 $27K
CFG Wealth Management Services, Inc. 0.02% — 70 $19K
Nexus Investment Management ULC 0.00% No change 60 $16K
ROSS\JOHNSON & Associates LLC 0.24% Add +200.0% 48 $13K
University of Illinois Foundation 0.00% New 20 $5K
Bridge Generations Wealth Management LLC 0.00% No change 18 $5K
Transce3nd, LLC 0.03% Reduce -92.7% 16 $4K
Berkshire Capital Holdings Inc. 0.00% No change 10 $3K
USA Financial Formulas 0.00% New 7 $2K
PEAK6 LLC 0.00% Reduce -100.0% 5 $1K
Capco Asset Management, LLC 0.00% No change 4 $1K
Akuna Securities LLC 0.00% New 3 $816

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