AppleAAPL

13F holders, Q1 2026 (March 31)
6,128holders +2
97new positions
95sold out
23famous investors
$252.64avg. 13F price*

At the end of Q1 2026, 6,128 institutions reported holding Apple Inc. (AAPL) in their 13F filings, up 2 from Q4 2025. 97 opened new positions and 95 sold out. The largest holders were BlackRock, Inc. ($290.5B), Vanguard Capital Management LLC ($242.1B) and State Street Corp. ($152.9B). 23 famous investors held it, including Duan Yongping (36.7% of H&H International Investment's portfolio), Warren Buffett (22.0% of Berkshire Hathaway's portfolio) and Ken Fisher (4.9% of Fisher Asset Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions97$3.8B
Exits95$1.7B

All 13F filers, Q4 2025 → Q1 2026: 281,732,256 shares bought and 212,838,683 shares sold, net +68,893,573 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6,128 holders

BlackRock, Inc. 5.10% Reduce -0.9% 1,144,695,425 $290.5B
Vanguard Capital Management LLC 5.99% — 953,847,648 $242.1B
State Street Corp. 5.29% Reduce -0.3% 602,341,409 $152.9B
Geode Capital Management, LLC 5.80% Add +3.0% 368,616,954 $93.3B
Vanguard Portfolio Management LLC 4.39% — 331,437,055 $84.1B
FMR LLC 4.12% Add +0.0% 307,442,040 $78.0B
Morgan Stanley 3.74% Add +6.1% 244,474,722 $62.0B
Berkshire Hathaway 21.99% No change 227,917,808 $57.8B
JPMorgan Chase & Co. 3.88% Add +2.8% 231,622,141 $57.1B
T. Rowe Price Associates Inc. 5.90% Reduce -1.5% 200,426,620 $50.9B
Invesco Ltd. 4.58% Reduce -4.8% 184,501,632 $46.8B
Northern Trust Corp. 5.34% Reduce -0.9% 159,265,625 $40.4B
Bank of America Corp. 2.24% Reduce -2.3% 120,727,964 $30.6B
Legal & General Group Plc 6.35% Reduce -2.1% 108,127,380 $27.4B
Goldman Sachs Group Inc. 3.56% Add +7.5% 106,585,393 $27.1B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 5.57% Add +0.0% 105,510,753 $26.8B
Charles Schwab Investment Management Inc. 3.97% Add +2.6% 102,344,793 $26.0B
Bank of New York Mellon Corp 4.30% Reduce -5.8% 92,111,869 $23.4B
Vanguard Fiduciary Trust Co. 5.39% — 84,194,668 $21.4B
Nuveen, LLC 5.41% Add +4.7% 78,503,018 $19.9B
Amundi 5.05% Add +23.2% 73,082,616 $18.5B
Royal Bank of Canada 3.22% Reduce -4.7% 66,964,149 $17.0B
Wellington Management Group LLP 3.09% Reduce -15.9% 65,033,441 $16.5B
Capital Research Global Investors 2.53% Add +15.4% 64,035,728 $16.3B
Wells Fargo & Company 2.99% Add +0.8% 58,736,486 $14.9B
Dimensional Fund Advisors LP 3.09% Add +1.7% 58,554,032 $14.9B
Fisher Asset Management 4.86% Add +2.3% 56,430,341 $14.3B
UBS Group AG 2.25% Add +12.3% 50,015,661 $12.7B
Franklin Resources Inc. 3.07% Add +2.5% 48,602,133 $12.3B
Deutsche Bank AG 3.91% Add +0.3% 46,564,322 $11.8B
Ameriprise Financial Inc. 2.74% Add +1.9% 46,415,500 $11.8B
Alliancebernstein L.P. 3.76% Add +4.9% 42,677,473 $11.6B
Swiss National Bank 6.30% Add +6.1% 43,134,968 $10.9B
California Public Employees Retirement System 5.89% Add +3.7% 37,713,677 $9.6B
Capital International Investors 2.17% Reduce -49.5% 36,296,549 $9.2B
Barclays PLC 3.29% Add +4.3% 36,270,766 $9.2B
HSBC Holdings PLC 5.36% Reduce -4.2% 35,370,236 $9.0B
Mitsubishi UFJ Asset Management Co., Ltd. 5.78% Add +6.6% 33,951,353 $8.6B
Jennison Associates LLC 5.86% Reduce -5.8% 33,589,491 $8.5B
Sumitomo Mitsui Trust Group, Inc. 5.46% Reduce -5.6% 33,209,803 $8.4B
Vanguard Global Advisers, LLC 4.37% — 32,093,749 $8.1B
National Pension Service 5.98% Add +2.7% 31,019,702 $7.9B
Massachusetts Financial Services Co. 2.64% Add +12.7% 30,317,142 $7.8B
Raymond James Financial Inc. 2.36% Add +0.3% 30,138,239 $7.6B
H&H International Investment 36.72% Reduce -10.6% 28,945,607 $7.3B
Bank of Montreal 2.87% Reduce -3.2% 27,285,061 $6.9B
Capital World Investors 0.94% Reduce -1.3% 27,140,333 $6.9B
Janus Henderson Group PLC 3.25% Reduce -1.6% 26,916,594 $6.8B
Rhumbline Advisers 5.61% Reduce -2.7% 25,818,857 $6.6B
Canada Pension Plan Investment Board 4.22% Add +5.5% 25,754,832 $6.5B
American Century Companies Inc. 3.31% Reduce -3.1% 25,211,083 $6.4B
VANGUARD ASSET MANAGEMENT, Ltd 5.43% — 25,047,653 $6.4B
LPL Financial LLC 1.60% Add +0.4% 23,695,604 $6.0B
State Farm Mutual Automobile Insurance Co. 4.70% Reduce -0.3% 23,496,832 $6.0B
California State Teachers Retirement System 5.98% Reduce -3.1% 22,272,610 $5.7B
Citigroup Inc. 3.61% Add +39.3% 22,270,975 $5.7B
Nordea Investment Management AB 5.27% Add +3.6% 22,832,186 $5.6B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 5.00% Add +8.3% 21,409,997 $5.4B
Principal Financial Group Inc. 2.89% Add +1.7% 21,342,814 $5.4B
Schroder Investment Management Group 4.15% Add +21.6% 19,929,692 $5.1B
Arrowstreet Capital, Limited Partnership 2.67% Add +12.0% 19,443,190 $4.9B
Swedbank AB 5.19% Add +7.7% 19,443,032 $4.9B
PNC Financial Services Group, Inc. 2.78% Reduce -0.6% 18,967,095 $4.8B
Victory Capital Management Inc. 3.07% Reduce -15.9% 18,706,629 $4.7B
National Bank of Canada 4.67% Add +25.9% 17,998,880 $4.6B
Mariner, LLC 5.24% Add +2.5% 17,695,216 $4.5B
New York State Common Retirement Fund 6.06% Reduce -0.9% 17,082,386 $4.3B
Aberdeen Group plc 6.83% Add +3.1% 16,659,996 $4.2B
Assenagon Asset Management S.A. 6.71% Reduce -12.3% 16,544,617 $4.2B
TD Asset Management Inc 3.37% Reduce -3.6% 16,375,214 $4.2B
Neuberger Berman Group LLC 3.07% Reduce -1.9% 15,901,898 $4.0B
Voya Investment Management LLC 4.78% Add +1.4% 15,741,351 $4.0B
T. Rowe Price Investment Management, Inc. 2.74% Reduce -4.8% 15,668,672 $4.0B
Russell Investments Group, Ltd. 4.28% Add +10.1% 15,711,424 $4.0B
Acadian Asset Management LLC 5.52% Add +39.9% 15,340,172 $3.9B
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 4.39% Reduce -6.3% 14,894,239 $3.8B
Robeco Institutional Asset Management B.V. 5.18% Add +7.7% 14,310,898 $3.6B
AQR Capital Management 1.66% Add +16.7% 14,593,957 $3.6B
Fayez Sarofim & Co 9.01% Reduce -3.6% 13,881,697 $3.5B
CIBC Bancorp USA Inc. 4.67% — 13,622,498 $3.5B
Envestnet Asset Management Inc. 0.91% Add +14.1% 13,323,726 $3.4B
Prudential Financial Inc. 4.15% Reduce -2.5% 13,288,804 $3.4B
Aviva PLC 5.62% Add +1.8% 13,199,906 $3.4B
Clearbridge Investments, LLC 2.90% Reduce -6.8% 13,130,195 $3.3B
Adage Capital Partners Gp, L.L.C. 5.11% Reduce -1.4% 13,046,454 $3.3B
Allianz Asset Management GmbH 3.74% Add +8.4% 12,741,916 $3.2B
State Board of Administration of Florida Retirement System 6.04% Reduce -1.9% 12,700,394 $3.2B
Creative Planning 2.09% Add +7.2% 12,129,399 $3.1B
CANADA LIFE ASSURANCE Co 5.50% Add +0.7% 12,054,898 $3.1B
Circle Wealth Management, LLC 43.23% Add +26.8% 11,944,494 $3.0B
Bessemer Group Inc. 4.76% Reduce -2.8% 11,928,565 $3.0B
New York State Teachers Retirement System 6.15% Reduce -0.4% 11,926,803 $3.0B
HighTower Advisors, LLC 3.17% Add +7.0% 11,772,399 $3.0B
Quantinno Capital Management LP 4.99% Add +22.7% 11,761,522 $3.0B
Ensign Peak Advisors, Inc 5.54% Add +2.6% 11,717,641 $3.0B
BNP Paribas Financial Markets 1.98% Reduce -38.8% 11,663,650 $3.0B
Danske Bank A/S 7.04% Add +14.3% 11,498,987 $2.9B
Manufacturers Life Insurance Company, The 2.52% Reduce -9.1% 11,401,668 $2.9B
Sei Investments Co. 2.63% Add +19.3% 11,250,613 $2.9B
Universal- Beteiligungs- und Servicegesellschaft mbH 4.95% Reduce -0.4% 11,190,562 $2.8B
Bank of Nova Scotia 4.96% Add +23.3% 11,117,287 $2.8B
Caisse de depot et placement du Quebec 4.51% Add +14.3% 11,082,804 $2.8B
DekaBank Deutsche Girozentrale 4.64% Reduce 0.0% 10,884,083 $2.8B
Stifel Financial Corp. 2.58% Reduce -2.2% 11,053,456 $2.8B
Sanders Capital, LLC 3.29% Reduce -0.4% 10,869,641 $2.8B
Natixis Advisors, LLC 3.83% Add +8.0% 10,842,181 $2.8B
Korea Investment CORP 5.66% Reduce -3.5% 10,760,490 $2.7B
Corient Private Wealth LP 3.73% Reduce -5.3% 10,418,774 $2.6B
US Bancorp \de 3.12% Reduce -1.5% 10,134,565 $2.6B
FIL Ltd 1.99% Add +1.8% 10,094,057 $2.6B
Focus Partners Wealth 2.83% Add +5.4% 10,037,788 $2.5B
Baird Financial Group, Inc. 3.97% Add +1.3% 10,001,362 $2.5B
Royal London Asset Management Ltd. 5.31% Add +0.5% 9,979,214 $2.5B
Mackenzie Financial Corp. 2.93% Add +4.7% 9,632,092 $2.4B
Cerity Partners LLC 3.37% Add +2.8% 9,372,275 $2.4B
Zurcher Kantonalbank (Zurich Cantonalbank) 5.16% Add +5.1% 9,336,103 $2.4B
Winslow Capital Management, LLC 9.16% Add +11.8% 9,259,247 $2.3B
ProShare Advisors LLC 3.47% Reduce -19.0% 9,232,719 $2.3B
Fifth Third Bancorp 4.25% Add +53.3% 9,161,758 $2.3B
KBC Group NV 5.81% Add +29.6% 9,131,650 $2.3B
Pictet Asset Management Holding SA 2.43% Add +2.5% 9,059,616 $2.3B
Chevy Chase Trust Holdings, LLC 6.57% Reduce -2.9% 8,981,425 $2.3B
Commonwealth Equity Services, LLC 3.17% Reduce -7.1% 8,955,368 $2.3B
PFA Pension, Forsikringsaktieselskab 6.59% Reduce -0.1% 8,629,711 $2.2B
Marshall Wace, LLP 2.30% Add +25.9% 8,383,099 $2.1B
Jones Financial Companies LLLP 1.01% Add +193.2% 8,423,796 $2.1B
Lazard Asset Management LLC 3.44% Add +11.8% 8,235,113 $2.1B
Osaic Holdings, Inc. 3.00% Add +7.3% 8,075,691 $2.0B
Storebrand Asset Management As 5.87% Reduce -0.4% 8,051,497 $2.0B
State of Wisconsin Investment Board 4.59% Add +2.5% 7,905,859 $2.0B
Captrust Financial Advisors 3.46% Add +18.8% 7,788,222 $2.0B
Healthcare of Ontario Pension Plan Trust Fund 3.24% Add +15.5% 7,658,024 $1.9B
Mitsubishi UFJ Trust & Banking Corp 4.71% Add +0.4% 7,532,234 $1.9B
Mirae Asset Global Investments Co., Ltd. 5.46% Add +3.9% 7,506,435 $1.9B
Vanguard Investments Australia, Ltd. 5.37% — 7,324,810 $1.9B
Daiwa Securities Group Inc. 5.32% Add +23.7% 7,236,979 $1.8B
Los Angeles Capital Management LLC 7.22% Reduce -13.9% 7,224,649 $1.8B
Handelsbanken Fonder AB 6.04% Reduce -0.3% 7,145,623 $1.8B
Nomura Asset Management Co. Ltd. 4.64% Add +1.8% 7,079,341 $1.8B
Cetera Investment Advisers 1.90% Add +1.6% 7,051,511 $1.8B
D. E. Shaw & Co. 1.50% Add +28.4% 6,989,786 $1.8B
SG Americas Securities, LLC 1.96% Reduce -44.7% 6,964,698 $1.8B
GMO 4.50% Add +3.4% 6,937,574 $1.8B
Truist Financial Corp. 2.35% Add +0.3% 6,858,756 $1.7B
Treasurer of the State of North Carolina 5.41% Add +1.8% 6,781,124 $1.7B
Public Employees Retirement Association of Colorado 6.75% Reduce -0.4% 6,774,177 $1.7B
Rockefeller Capital Management L.P. 3.01% Add +2.8% 6,683,923 $1.7B
Mercer Global Advisors Inc. 2.48% Add +1.0% 6,666,360 $1.7B
Asset Management One Co., Ltd. 4.92% Reduce -1.1% 6,575,253 $1.7B
Credit Agricole S A 5.43% Reduce -11.0% 6,545,978 $1.7B
Eurizon Capital SGR S.p.A. 5.11% Reduce -11.7% 6,469,560 $1.6B
Panagora Asset Management Inc. 6.00% Reduce -0.8% 6,315,538 $1.6B
Public Employees Retirement System of Ohio 5.09% Reduce -1.3% 6,206,703 $1.6B
KLP Kapitalforvaltning As 6.13% Add +5.9% 6,161,104 $1.6B
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.10% Add +0.7% 6,055,120 $1.5B
AustralianSuper Pty Ltd 7.98% Add +7.5% 6,033,707 $1.5B
Worldquant Millennium Advisors LLC 5.90% Add +23.8% 6,026,560 $1.5B
Man Group plc 3.19% Reduce -0.0% 5,993,037 $1.5B
Two Sigma Investments, LP 1.30% Add +566.5% 5,944,443 $1.5B
Blair William & Co. 4.31% Reduce -0.3% 5,930,914 $1.5B
Menora Mivtachim Holdings LTD. 7.04% Add +22.6% 5,857,736 $1.5B
King Luther Capital Management Corp. 6.20% Reduce -2.7% 5,607,434 $1.4B
Qube Research & Technologies Ltd 2.00% Add +49.6% 5,535,510 $1.4B
Bank Julius Baer & Co. Ltd, Zurich 4.22% Reduce -8.2% 5,541,578 $1.4B
Toronto Dominion Bank 2.63% Reduce -23.8% 5,327,450 $1.4B
Nomura Asset Management International Inc. 2.28% Reduce -9.9% 5,239,170 $1.3B
CIBC Asset Management Inc 3.24% Reduce -0.3% 5,222,142 $1.3B
First Trust Advisors LP 0.95% Add +20.9% 5,213,875 $1.3B
Citadel Advisors 0.95% Reduce -5.6% 5,213,870 $1.3B
Retirement Systems of Alabama 4.40% Reduce -0.5% 5,194,467 $1.3B
APG Asset Management N.V. 4.11% Reduce -41.1% 5,891,986 $1.3B
State of Tennessee, Department of Treasury 4.35% Reduce -0.3% 5,105,030 $1.3B
NEOS Investment Management LLC 6.55% Add +19.1% 5,104,395 $1.3B
1832 Asset Management L.P. 1.70% Add +15.3% 5,073,214 $1.3B
Ninety One UK Ltd 2.98% Add +69.1% 5,062,702 $1.3B
Thrivent Financial for Lutherans 2.50% Reduce -9.7% 5,055,463 $1.3B
STRS Ohio 5.09% Reduce -3.7% 5,050,649 $1.3B
State of New Jersey Common Pension Fund D 4.92% Reduce -0.8% 5,024,674 $1.3B
First Manhattan Co. Llc. 3.53% Reduce -3.0% 5,016,495 $1.3B
SEB Asset Management AB 5.41% — 4,986,398 $1.3B
Keybank National Association 4.48% Reduce -0.4% 4,829,888 $1.2B
Lansforsakringar Fondforvaltning AB (publ) 6.40% Reduce -1.1% 4,821,645 $1.2B
William Blair Investment Management, LLC 4.04% Reduce -11.6% 4,812,433 $1.2B
DNB Asset Management AS 4.35% Reduce -6.4% 4,806,571 $1.2B
Janney Montgomery Scott LLC 3.01% Add +1.8% 4,792,927 $1.2B
Calamos Advisors LLC 6.31% Add +20.2% 4,778,795 $1.2B
M&T Bank Corp 3.91% Reduce -1.7% 4,698,809 $1.2B
Parnassus Investments, LLC 3.47% Reduce -7.4% 4,674,755 $1.2B
Millennium Management 0.93% Reduce -5.7% 4,668,333 $1.2B
Teacher Retirement System of Texas 4.93% Reduce -0.5% 4,658,611 $1.2B
Fred Alger Management, LLC 5.17% Add +1.9% 4,636,913 $1.2B
Public Sector Pension Investment Board 3.65% Add +20.2% 4,617,098 $1.2B
Federated Hermes, Inc. 1.90% Add +13.2% 4,610,537 $1.2B
Jacobs Levy Equity Management, Inc. 4.85% Reduce -4.4% 4,548,328 $1.2B
Resona Asset Management Co.,Ltd. 5.72% Add +1.0% 4,549,018 $1.1B
Cardano Risk Management B.V. 10.89% Add +4.5% 4,387,962 $1.1B
Cambridge Investment Research Advisors, Inc. 2.87% Add +0.2% 4,385,052 $1.1B
Tredje AP-fonden 6.02% Add +30.4% 4,337,505 $1.1B
Commerce Bank 5.31% Add +13.4% 4,322,486 $1.1B
Swiss Life Asset Management Ltd 5.31% Add +10.5% 4,275,270 $1.1B
TD Waterhouse Canada Inc. 3.18% Add +177.8% 4,205,151 $1.1B
Everett Harris & Co. 13.47% Reduce -0.7% 4,111,105 $1.0B
Natixis 4.20% Add +222.9% 4,098,703 $1.0B
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 5.66% Add +61.2% 4,090,648 $1.0B
Xponance LLC 7.29% Add +9.2% 4,041,577 $1.0B
Arizona State Retirement System 5.98% Reduce -4.0% 4,026,974 $1.0B
Brown Advisory Inc. 1.67% Add +3.1% 4,014,257 $1.0B
Czech National Bank 6.67% Add +2.6% 3,998,345 $1.0B
UniSuper Management Pty Ltd 6.63% Reduce -10.0% 3,994,788 $1.0B
Nisa Investment Advisors, LLC 3.74% Reduce -6.6% 3,981,558 $1.0B
MetLife Investment Management, LLC 5.14% Reduce -3.0% 3,971,879 $1.0B
Performance Wealth Partners, LLC 28.90% Reduce -0.8% 3,924,612 $996.0M
State of Michigan Retirement System 5.23% Reduce -6.8% 3,900,499 $989.9M
Susquehanna International Group, LLP 1.27% Add +7.7% 3,853,834 $978.1M
Lido Advisors, LLC 3.86% Reduce -13.1% 3,842,432 $975.2M
Clear Street Group Inc. 5.39% Reduce -0.4% 3,768,562 $960.0M
Northwestern Mutual Wealth Management Co. 0.57% Reduce -0.9% 3,673,641 $932.3M
Allspring Global Investments Holdings, LLC 1.53% Add +2.8% 3,570,552 $912.7M
Viking Global Investors 2.55% New 3,593,057 $911.9M
Life Cycle Investment Partners Ltd 5.77% Add +23.1% 3,568,329 $905.6M
O'shaughnessy Asset Management, LLC 4.53% Add +43.0% 3,561,249 $903.8M
Capital Wealth Planning, LLC 4.97% Add +21.0% 3,553,595 $901.9M
Cibc World Market Inc. 1.56% Add +12.5% 3,504,009 $889.3M
Candriam S.C.A. 4.64% Add +4.5% 3,503,348 $889.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 4.42% Reduce -0.5% 3,419,865 $867.9M
Glenmede Trust Co. NA 4.24% Add +2.0% 3,400,617 $863.0M
NewEdge Advisors, LLC 3.09% Reduce -1.9% 3,365,597 $854.2M
Capitolis Liquid Global Markets LLC 5.34% — 3,307,057 $839.3M
Rathbones Group PLC 3.32% Add +4.1% 3,280,093 $832.5M
Scotia Capital Inc. 3.42% Reduce -0.0% 3,279,655 $832.3M
AMF Tjanstepension AB 5.48% Add +1.8% 3,258,851 $827.1M
Nissay Asset Management Corp. /Japan 4.35% Add +2.5% 3,236,418 $821.4M
Kestra Advisory Services, LLC 3.03% Add +11.5% 3,156,209 $801.0M
Westfield Capital Management Co. LP 3.34% Reduce -4.3% 3,133,113 $795.2M
Renaissance Technologies 1.22% New 3,075,638 $780.6M
Amalgamated Bank 5.87% Reduce -2.6% 3,024,352 $767.5M
IFM Investors Pty Ltd 6.40% Add +3.4% 3,022,506 $767.1M
Connor, Clark & Lunn Investment Management Ltd. 1.77% Add +32.6% 3,021,296 $766.8M
Zurich Insurance Group Ltd 6.02% Reduce -9.8% 3,019,479 $766.3M
Assetmark, Inc. 1.54% Add +2.6% 2,983,516 $757.2M
OP Asset Management Ltd 7.45% Add +53.0% 2,919,605 $741.0M
Pathstone Holdings, LLC 2.94% Add +5.3% 2,910,646 $738.7M
Woodline Partners LP 2.76% Add +14.0% 2,876,219 $730.0M
PensionDanmark Pensionsforsikringsaktieselskab 7.09% Add +2.6% 2,873,323 $729.2M
Gotham Asset Management 2.23% Add +83.9% 2,873,250 $729.2M
Mn Services Vermogensbeheer B.V. 4.78% Reduce -0.2% 2,854,626 $724.5M
OMERS ADMINISTRATION Corp 4.66% Add +22.5% 2,851,506 $723.7M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 8.78% No change 2,800,000 $710.6M
Cincinnati Financial Corp. 14.30% No change 2,797,016 $709.9M
&partners 3.49% Add +4.9% 2,780,794 $706.0M
Cwm, LLC 1.82% Add +0.8% 2,730,847 $693.1M
Tidal Investments LLC 2.16% Add +14.9% 2,730,222 $692.9M
Flossbach Von Storch SE 3.21% Reduce -16.9% 2,712,526 $688.4M
Brown Brothers Harriman & Co. 3.69% Add +16.2% 2,708,731 $687.4M
Ieq Capital, LLC 3.18% Reduce -1.6% 2,695,851 $684.2M
Gateway Investment Advisers LLC 7.59% Reduce -13.2% 2,681,025 $680.4M
Squarepoint Ops LLC 1.47% Add +38.6% 2,677,743 $679.6M
Alecta Tjanstepension Omsesidigt 3.28% No change 2,656,000 $673.7M
ING Groep NV 4.11% Reduce -38.9% 2,647,393 $671.9M
Fort Washington Investment Advisors Inc. 3.71% Reduce -1.7% 2,641,243 $670.3M
MML Investors Services, LLC 1.81% Reduce -7.5% 2,570,695 $652.4M
Macquarie Group Ltd. 3.88% Reduce -32.2% 2,565,436 $651.1M
Pinebridge Investments LLC 5.43% Reduce -6.0% 2,538,155 $644.2M
Varma Mutual Pension Insurance Co 3.75% Add +0.8% 2,516,883 $638.8M
Holocene Advisors, LP 1.53% Add +52.9% 2,493,000 $632.7M
MAI Capital Management 3.55% Add +13.6% 2,461,445 $624.7M
Steward Partners Investment Advisory, LLC 3.18% Add +10.3% 2,457,406 $623.7M
AE Wealth Management LLC 3.32% Add +12.4% 2,418,374 $613.8M
QRG Capital Management, Inc. 6.30% Add +15.1% 2,406,468 $610.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 3.59% Reduce -22.8% 2,387,886 $606.0M
USS Investment Management Ltd 2.57% Add +2.7% 2,383,084 $604.6M
Vanguard Personalized Indexing Management, LLC 5.88% Add +1.9% 2,361,852 $599.4M
Utah Retirement Systems 6.08% Reduce -2.8% 2,342,276 $594.4M
Balyasny Asset Management L.P. 1.22% Add +254.5% 2,334,748 $592.5M
CI Investments Inc. 2.87% Reduce -1.1% 2,334,524 $592.5M
Huntington National Bank 4.36% Add +8.9% 2,331,979 $591.8M
Mediolanum International Funds Ltd 6.28% Add +10.0% 2,399,089 $591.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 4.79% Add +1.7% 2,331,296 $591.7M
Haverford Trust Co 5.41% Reduce -1.9% 2,326,481 $590.4M
Harel Insurance Investments & Financial Services Ltd. 3.99% Add +552.5% 2,320,981 $589.0M
EP Wealth Advisors, LLC 2.87% Add +0.2% 2,296,297 $582.8M
Federation des caisses Desjardins du Quebec 2.07% Add +6.0% 2,270,887 $576.3M
London Co. of Virginia 3.55% Reduce -6.0% 2,269,872 $576.1M
New York Life Investment Management LLC 4.86% Add +7.6% 2,261,351 $573.9M
Police & Firemen's Retirement System of New Jersey 4.81% Reduce -0.7% 2,218,227 $563.0M
Ofi Invest Asset Management 7.37% Add +18.4% 2,520,001 $557.5M
Private Advisor Group, LLC 2.61% Reduce -1.6% 2,190,272 $555.9M
Andra AP-fonden 6.59% Add +72.7% 2,179,667 $553.2M
Compagnie Lombard Odier SCmA 6.77% Reduce -4.8% 2,171,155 $551.0M
BSN CAPITAL PARTNERS Ltd 13.92% Add +304.8% 2,127,202 $546.6M
Beacon Pointe Advisors, LLC 2.88% Add +28.1% 2,142,646 $543.8M
ASR Vermogensbeheer N.V. 6.39% Add +3.1% 2,139,525 $543.0M
B. Metzler seel. Sohn & Co. AG 4.99% Reduce -1.4% 2,119,401 $537.9M
Rafferty Asset Management, LLC 2.17% Reduce -22.9% 2,110,273 $535.6M
Empower Advisory Group, LLC 1.39% Reduce -1.2% 2,102,992 $533.7M
Williams Jones Wealth Management, LLC. 6.54% Add +1.5% 2,098,040 $532.5M
Banco Bilbao Vizcaya Argentaria, S.A. 3.70% Reduce -6.8% 2,087,181 $528.8M
BI Asset Management Fondsmaeglerselskab A/S 5.48% Reduce -9.3% 2,086,741 $522.9M
Employees Retirement System of Texas 5.42% Reduce -9.9% 2,044,472 $518.9M
Hudson Bay Capital Management LP 3.48% Add +71.2% 2,039,515 $517.6M
Vinva Investment Management Ltd 6.36% Add +6.0% 2,080,355 $512.9M
Lord, Abbett & Co. LLC 1.72% Add +34.9% 1,981,190 $502.8M
Sequoia Financial Advisors, LLC 2.76% Reduce -2.7% 1,940,490 $492.5M
Allworth Financial LP 1.96% Add +1.5% 1,902,351 $482.8M
Cullen/Frost Bankers, Inc. 5.45% Add +0.0% 1,889,977 $479.7M
Teachers Retirement System of the State of Kentucky 3.72% Reduce -1.6% 1,889,728 $479.6M
Vontobel Holding Ltd. 1.65% Add +15.5% 1,887,507 $479.0M
Ilmarinen Mutual Pension Insurance Co 3.77% New 1,886,513 $478.8M
Aware Super Pty Ltd as trustee of Aware Super 7.18% — 1,868,427 $474.2M
State of Alaska, Department of Revenue 5.09% Add +0.7% 1,856,415 $471.1M
Sarasin & Partners LLP 5.70% Add +37.1% 1,840,569 $467.1M
Johnson Investment Counsel Inc. 3.76% Reduce -1.4% 1,834,364 $465.5M
Cresset Asset Management, LLC 2.01% Reduce -0.7% 1,832,739 $465.1M
Erste Asset Management GmbH 4.29% Add +6.0% 1,872,227 $463.3M
Bartlett & Co. Wealth Management LLC 5.84% Reduce -2.0% 1,648,996 $456.5M
Saturna Capital Corp. 6.34% Reduce -0.3% 1,780,138 $451.8M
Employees Provident Fund Board 3.40% Add +33.7% 1,771,437 $449.6M
United Capital Financial Advisors, LLC 2.76% Reduce -1.3% 1,762,553 $447.3M
Primecap Management Co. 0.35% No change 1,760,880 $446.9M
Whittier Trust Co. 5.02% Reduce -6.3% 1,718,238 $444.8M
Yarbrough Capital, LLC 15.52% Reduce -2.2% 1,744,835 $442.8M
Zacks Investment Management 3.50% Add +8.9% 1,720,858 $436.7M
Factory Mutual Insurance Co. 4.86% Reduce -1.5% 1,700,771 $431.6M
HM Payson & Co. 6.20% Reduce -4.1% 1,692,805 $429.6M
LGT Group Foundation 5.22% Reduce -4.5% 1,685,696 $427.8M
AEGON ASSET MANAGEMENT UK Plc 5.65% Reduce -1.8% 1,682,057 $426.7M
Oregon Public Employees Retirement Fund 5.63% Reduce -0.7% 1,681,007 $426.6M
Welch & Forbes LLC 5.51% Reduce -1.3% 1,679,909 $426.3M
Jupiter Asset Management Ltd. 2.22% Add +3.7% 1,639,701 $416.1M
Regions Financial Corp. 2.69% Add +2.3% 1,633,436 $414.5M
Congress Asset Management Co. 2.97% Reduce -0.7% 1,631,485 $414.1M
Investment Management Corp of Ontario 5.31% Reduce -1.2% 1,624,436 $412.3M
Empowered Funds, LLC 2.61% New 1,611,127 $408.9M
Mutual of America Capital Management LLC 4.64% Reduce -1.6% 1,608,703 $408.3M
Jensen Investment Management Inc. 7.98% Reduce -19.3% 1,595,941 $405.0M
Yousif Capital Management, LLC 4.75% Reduce -4.2% 1,593,859 $404.5M
Intech Investment Management LLC 3.97% Reduce -4.9% 1,590,222 $403.6M
HB Wealth Management, LLC 2.62% Add +3.1% 1,588,842 $403.2M
Wealthfront Advisers LLC 0.88% Add +0.6% 1,586,612 $402.7M
Elo Mutual Pension Insurance Co 6.63% Add +3.4% 1,583,428 $401.9M
Clark Capital Management Group, Inc. 2.41% Reduce -0.3% 1,540,643 $391.0M
Abn Amro Investment Solutions 5.07% Add +29.9% 1,531,854 $388.8M
Sustainable Growth Advisers, LP 3.65% Add +25.1% 1,525,700 $387.2M
D.A. Davidson & Co. 2.35% Add +1.8% 1,523,959 $386.8M
Rokos Capital Management LLP 6.84% Add +135.2% 1,512,744 $383.9M
Evercore Wealth Management, LLC 6.00% Reduce -4.6% 1,504,338 $381.8M
Ethic Inc. 5.94% Add +1.4% 1,492,645 $378.8M
Boston Trust Walden Corp 3.11% Reduce -3.9% 1,490,524 $378.3M
DAVENPORT & Co LLC 2.09% Add +12.0% 1,493,123 $377.5M
Prudential PLC 2.85% Add +0.7% 1,476,369 $374.7M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 3.73% Add +0.8% 1,428,525 $372.1M
Guggenheim Capital LLC 2.97% Reduce -17.2% 1,463,999 $371.5M
Fiduciary Trust Co 4.38% Reduce -3.3% 1,461,111 $370.8M
PBU - The Pension Fund of Early Childhood & Youth Educators 5.57% Reduce -8.4% 1,458,893 $370.3M
GF Fund Management Co. LTD. 6.18% Reduce -2.3% 1,456,360 $369.6M
Pinnacle Financial Partners, Inc. 2.81% Reduce -0.8% 1,449,050 $367.8M
Midwest Trust Co 4.58% Add +0.5% 1,448,417 $367.6M
Voloridge Investment Management, LLC 1.47% Add +432.8% 1,446,448 $367.1M
Atalanta Sosnoff Capital, LLC 7.82% Reduce -0.7% 1,435,290 $364.3M
Shelton Capital Management 7.79% Reduce -3.0% 1,403,189 $356.1M
Banco Santander, S.A. 2.87% Reduce -14.1% 1,402,496 $355.9M
Citizens Financial Group Inc. 4.92% Reduce -1.5% 1,394,254 $353.8M
Crestwood Advisors Group, LLC 5.95% Add +0.8% 1,392,748 $353.5M
Ferguson Wellman Capital Management, Inc. 4.73% Add +0.4% 1,364,565 $346.3M
NewEdge Wealth, LLC 4.12% Add +1.2% 1,359,822 $345.1M
HUB Investment Partners, LLC 8.34% Add +4.5% 1,342,807 $340.8M
Peapack Gladstone Financial Corp. 4.35% Reduce -2.6% 1,339,686 $340.0M
Raiffeisen Bank International AG 4.85% Reduce -9.6% 1,366,088 $336.9M
iA Global Asset Management Inc. 4.66% Reduce -5.5% 1,296,056 $328.9M
Polar Capital Holdings Plc 1.44% Reduce -12.0% 1,295,827 $328.9M
LBP Am SA 4.46% Reduce -12.7% 1,284,226 $325.9M
Alphinity Investment Management Pty Ltd 5.71% Reduce -14.6% 1,277,270 $324.2M
Waverly Advisors, LLC 2.41% Add +6.7% 1,267,737 $321.7M
MUFG Securities EMEA plc 4.77% Reduce -20.1% 1,258,695 $319.4M
Lazard Freres Gestion S.A.S. 6.29% Add +1.8% 1,256,009 $318.8M
Crossmark Global Holdings, Inc. 4.66% Add +12.4% 1,241,972 $315.2M
Bridges Investment Management Inc. 4.25% Reduce -9.6% 1,236,543 $313.8M
Epoch Investment Partners, Inc. 1.89% Reduce -0.3% 1,231,865 $312.6M
Groupama Asset Managment 4.58% Reduce -2.7% 1,227,358 $311.5M
Markel Group 2.61% No change 1,227,290 $311.5M
Pinnacle Associates Ltd. 3.99% Reduce -0.8% 1,223,636 $310.5M
Border to Coast Pensions Partnership Ltd 5.22% Reduce -1.4% 1,213,399 $308.9M
UMB Bank, n.a. 4.29% Reduce -1.3% 1,210,735 $307.3M
Mairs & Power Inc. 3.13% Reduce -0.8% 1,208,398 $306.7M
Quilter Plc 5.38% Add +0.6% 1,207,861 $306.5M
Danica Pension, Livsforsikringsaktieselskab 5.74% Reduce -5.2% 1,207,429 $306.4M
Bristol John W & Co. Inc. 5.02% Add +14.9% 1,201,484 $304.9M
HRT Financial LP 0.75% Reduce -47.5% 1,187,437 $301.4M
Greenbrier Partners Capital Management, LLC 23.08% Reduce -16.9% 1,180,662 $299.6M
Equitable Holdings, Inc. 1.91% Add +36.2% 1,105,458 $296.6M
Trexquant Investment LP 2.13% Add +20.3% 1,157,666 $293.8M
Illinois Municipal Retirement Fund 3.73% Add +10.2% 1,154,968 $293.1M
Davis R M Inc. 5.19% Add +2.0% 1,151,352 $292.2M
Clearstead Advisors, LLC 2.67% Add +16.5% 1,150,144 $291.9M
Gulf International Bank (UK) Ltd 6.45% Add +50.8% 1,135,897 $288.3M
Perigon Wealth Management, LLC 5.22% Add +0.3% 1,133,645 $287.7M
Skandinaviska Enskilda Banken AB (publ) 6.59% Reduce -77.5% 1,125,336 $285.6M
Aptus Capital Advisors, LLC 2.39% Reduce -4.5% 1,120,769 $284.4M
Groupe la Francaise 3.98% Add +14.5% 1,126,001 $283.9M
Eastern Bank 4.86% Add +2.7% 1,115,291 $283.0M
Oppenheimer & Co. Inc. 3.42% New 1,107,179 $281.0M
Union Bancaire Privee, UBP SA 3.93% Reduce -2.0% 1,135,958 $280.6M
Sapient Capital LLC 4.23% Reduce -18.8% 1,105,077 $280.4M
Stratos Wealth Partners, LTD. 3.21% Reduce -0.0% 1,103,689 $280.1M
Glenview Trust Co 4.39% Add +3.1% 1,101,275 $279.5M
Capital Fund Management S.A. 2.50% Add +29.3% 1,100,176 $279.2M
Louisiana State Employees Retirement System 4.88% Reduce -1.4% 1,097,600 $278.6M
M&G PLC 1.48% Add +4.8% 1,094,595 $278.0M
J.W. Cole Advisors, Inc. 9.35% Reduce -0.8% 1,090,475 $276.8M
Norinchukin Bank, The 3.22% Add +1.3% 1,086,823 $275.8M
Capital International, Inc. 2.13% Add +5.8% 1,085,757 $275.6M
Independent Investors Inc. 54.48% Reduce -1.1% 1,081,073 $274.4M
Tiaa-Cref Individual & Institutional Services, LLC 1.05% — 1,072,514 $272.2M
Eagle Global Advisors LLC 9.77% Reduce -0.2% 1,068,352 $271.1M
Van Eck Associates Corp. 0.20% Add +2.6% 1,065,933 $270.5M
Whittier Trust Co. of Nevada Inc. 5.55% Reduce -4.0% 1,044,044 $270.3M
Kestra Private Wealth Services, LLC 3.33% Add +1.7% 1,062,035 $269.5M
Concurrent Investment Advisors, LLC 2.91% Add +2.4% 1,067,360 $266.8M
Commerzbank Aktiengesellschaft 5.54% Add +1.4% 1,043,898 $264.9M
Ossiam 4.66% Add +19.5% 1,043,798 $264.9M
Pacer Advisors, Inc. 0.76% Reduce -34.0% 1,043,726 $264.9M
Hollencrest Capital Management 9.85% Reduce -0.6% 1,042,697 $264.6M
Bradley Foster & Sargent Inc. 4.08% Reduce -4.9% 1,034,598 $262.6M
Farther Finance Advisors, LLC 2.48% Add +7.4% 1,026,507 $262.4M
Voleon Capital Management LP 5.65% Add +3.9% 1,032,730 $262.1M
Banque Transatlantique SA 6.27% Add +3.5% 1,027,630 $261.6M
Avanza Fonder AB 7.14% Reduce -0.3% 1,016,767 $258.0M
Advisors Capital Management, LLC 3.04% Add +1.4% 1,015,508 $257.7M
Integrated Wealth Concepts LLC 2.05% Add +80.3% 1,013,896 $257.3M
Nearwater Capital Markets, Ltd 6.05% Add +31.9% 1,010,100 $256.4M
SteelPeak Wealth, LLC 8.02% Add +21.0% 1,008,162 $255.9M
Parallel Advisors, LLC 4.59% Add +1.6% 1,003,424 $254.7M
NorthCoast Asset Management LLC 5.86% Add +1.4% 995,445 $252.6M
Wedbush Securities Inc. 7.31% Add +8.0% 987,441 $250.6M
Capstone Investment Advisors, LLC 2.78% Reduce -3.8% 986,365 $250.3M
Merit Financial Group, LLC 1.86% Add +9.1% 985,181 $250.0M
RJA Asset Management LLC 91.53% No change 980,200 $248.8M
CENTRAL TRUST Co 4.88% Reduce -2.0% 975,928 $247.7M
Mesirow Financial Investment Management, Inc. 4.01% Reduce -2.5% 974,704 $247.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 1.81% Reduce -75.2% 963,952 $244.6M
Busey Bank 6.61% Add +0.4% 959,110 $243.4M
Benjamin Edwards Inc. 2.42% Reduce -0.7% 957,162 $242.9M
Salem Investment Counselors Inc. 7.11% Reduce -1.0% 954,501 $242.2M
Exchange Traded Concepts, LLC 1.86% Reduce -3.7% 950,800 $241.3M
Osmosis Investment Management UK Ltd 6.46% Reduce -7.9% 947,791 $240.5M
Allstate Corp. 2.55% Reduce -16.7% 941,273 $238.9M
Evolution Wealth Advisors, LLC 24.32% Add +0.2% 940,410 $238.7M
Vident Advisory, LLC 2.02% Add +19.2% 934,921 $237.3M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 4.46% Add +17.7% 933,314 $236.9M
Baker Avenue Asset Management, LP 5.38% Add +6.0% 930,452 $236.1M
Silvant Capital Management LLC 8.15% Add +6.1% 929,139 $235.8M
Laird Norton Wetherby Trust Company, LLC 5.14% Reduce -7.0% 928,297 $235.6M
Migdal Insurance & Financial Holdings Ltd. 2.04% Add +37.5% 927,700 $235.4M
Flputnam Investment Management Co. 3.50% Add +0.1% 924,915 $234.7M
Choreo, LLC 2.87% Add +1.1% 920,961 $233.7M
RiverFront Investment Group, LLC 3.61% Add +9.9% 920,509 $233.6M
Apollon Wealth Management, LLC 3.76% Add +8.1% 910,403 $231.1M
Fishman Jay A Ltd. 20.36% Reduce -2.9% 898,698 $228.1M
Mission Wealth Management, LP 4.76% Reduce -4.4% 895,665 $227.3M
Orion Porfolio Solutions, LLC 1.93% Reduce -13.4% 893,554 $226.8M
Hancock Whitney Corp. 3.94% Reduce -2.1% 846,270 $226.5M
Mizuho Securities USA LLC 5.33% Reduce -17.5% 887,540 $225.2M
Capital Advisors Inc. 3.58% Add +1.8% 878,474 $222.9M
Journey Strategic Wealth LLC 5.53% Add +1.3% 878,194 $222.9M
Advisory Services Network, LLC 2.96% Add +1.9% 877,937 $222.8M
Independent Advisor Alliance 2.37% Reduce -6.1% 871,524 $221.2M
World Investment Advisors 3.56% Reduce -0.8% 870,139 $220.8M
Horizon Investments, LLC 2.46% Add +42.0% 866,987 $219.8M
Prospera Financial Services Inc 3.51% Add +1.7% 858,322 $217.9M
Destination Wealth Management 5.65% Reduce -0.6% 857,480 $217.6M
Badgley Phelps Wealth Managers, LLC 4.32% Reduce -12.7% 855,552 $217.1M
E. Ohman J:or Asset Management AB 5.70% Reduce -5.1% 850,212 $215.8M
Atlantic Union Bankshares Corp 4.14% Reduce -1.7% 849,162 $215.5M
KCM Investment Advisors LLC 7.11% Reduce -2.5% 839,802 $213.1M
Hartford Investment Management Co. 6.73% Reduce -2.0% 836,619 $212.3M
Wesbanco Bank Inc. 5.86% Add +1.3% 832,689 $211.3M
Bailard, Inc. 4.79% Reduce -0.9% 821,346 $208.4M
Stephens Inc. 2.60% Reduce -2.5% 816,725 $207.9M
Calamos Wealth Management LLC 7.24% Add +3.7% 818,896 $207.8M
ABN AMRO Bank N.V. 2.23% Reduce -6.5% 816,448 $207.2M
Daymark Wealth Partners, LLC 6.45% Reduce -6.7% 808,141 $205.1M
Tudor Investment Corporation 1.10% Add +26.6% 801,529 $203.4M
Savant Capital, LLC 0.98% Add +12.8% 795,367 $201.9M
Rwa Wealth Partners, LLC 2.19% Reduce -1.5% 791,995 $199.9M
Prime Capital Investment Advisors, LLC 2.29% Reduce -2.9% 780,041 $198.0M
Cornerstone Advisors, LLC 7.27% No change 778,700 $197.6M
Silvercrest Asset Management Group LLC 1.43% Reduce -2.0% 778,332 $197.5M
Phoenix Financial Ltd. 1.87% Reduce -8.6% 777,344 $197.3M
NorthRock Partners, LLC 3.17% Add +5.9% 774,012 $196.4M
Bokf, NA 3.00% Reduce -2.0% 773,249 $196.2M
Modera Wealth Management, LLC 2.34% Reduce -5.4% 769,372 $195.3M
Adams Diversified Equity Fund, Inc. 6.86% Reduce -6.0% 767,300 $194.7M
Windward Capital Management Co. 15.80% Reduce -1.6% 764,418 $194.0M
Kingsview Wealth Management, LLC 2.65% Add +6.6% 763,437 $193.8M
Composition Wealth, LLC 2.66% Add +1.6% 763,357 $193.7M
Wilmington Savings Fund Society, FSB 4.59% Reduce -1.9% 759,306 $192.7M
Livforsakringsbolaget Skandia, Omsesidigt 7.42% Add +10.3% 753,700 $191.2M
Metis Global Partners, LLC 4.69% Reduce -3.8% 752,564 $191.0M
Vaughan Nelson Investment Management, L.P. 1.92% Add +26.6% 752,384 $190.9M
South Dakota Investment Council 3.63% Reduce -0.4% 749,700 $190.3M
Parsons Capital Management Inc. 8.55% Add +28.4% 737,551 $187.2M
First Financial Bankshares Inc 3.76% Add +0.6% 734,089 $186.3M
Local Pensions Partnership Investment Ltd 4.01% Reduce -15.0% 731,680 $185.6M
Cannell & Spears LLC 3.64% Reduce -2.5% 725,424 $184.1M
Maryland State Retirement & Pension System 3.73% Reduce -0.8% 723,806 $183.7M
Douglass Winthrop Advisors, LLC 3.36% Reduce -1.3% 722,635 $183.4M
Coldstream Capital Management Inc. 2.27% Add +13.1% 720,415 $182.8M
Bleakley Financial Group, LLC 2.85% Add +4.6% 717,733 $182.2M
Lockheed Martin Investment Management Co. 6.65% Reduce -3.1% 716,240 $181.8M
E Fund Management Co., Ltd. 5.40% — 716,058 $181.7M
Marsico Capital Management LLC 5.34% Add +0.8% 715,610 $181.6M
Summit Trail Advisors, LLC 2.59% Add +22.5% 713,487 $181.1M
Moneta Group Investment Advisors LLC 1.35% Add +1.1% 709,322 $180.0M
Daiichi Life Insurance Co., Ltd. 5.13% Reduce -3.8% 705,319 $179.0M
Golden Unicorn (BVI) Ltd 25.49% No change 700,000 $177.7M
Diversified Trust Co. 3.29% Add +2.8% 698,440 $177.3M
Lombard Odier Asset Management (Switzerland) SA 6.72% Add +7.7% 697,188 $176.9M
Baillie Gifford & Co. 0.18% Add +4.9% 696,091 $176.7M
Arkadios Wealth Advisors 2.90% Add +6.7% 691,690 $175.5M
Heritage Investors Management Corp. 5.33% Reduce -2.1% 691,507 $175.5M
Biltmore Family Office, LLC 24.40% Reduce -0.2% 687,932 $174.6M
Railway Pension Investments Ltd 2.46% Reduce -9.5% 681,852 $173.0M
New Mexico Educational Retirement Board 5.31% Add +0.5% 680,364 $172.7M
MassMutual Private Wealth & Trust, FSB 4.64% Reduce -2.2% 670,956 $170.3M
Curi Capital, LLC 3.04% Add +6.4% 669,941 $170.0M
TIAA Wealth Investment Management LLC 1.29% — 666,906 $169.2M
Tokio Marine Asset Management Co. Ltd. 6.07% Add +3.7% 666,208 $169.1M
Carnegie Investment Counsel 3.29% Reduce -3.1% 664,385 $168.6M
Country Trust Bank 3.20% Add +4.3% 663,380 $168.4M
Nicholas Company, Inc. 3.30% Add +4.9% 662,630 $168.2M
Summit Financial, LLC 2.13% Add +24.1% 660,017 $167.5M
Clifford Swan Investment Counsel LLC 5.68% Reduce -3.0% 657,717 $166.9M
Braun Stacey Associates Inc. 5.51% Add +0.0% 652,506 $165.6M
Ritholtz Wealth Management 2.87% Add +11.5% 650,779 $165.2M
Florida Trust Wealth Management Co 4.61% Add +0.2% 649,068 $164.7M
Bahl & Gaynor LLC 0.83% Reduce -8.1% 647,413 $164.3M
Snowden Capital Advisors LLC 4.36% Add +0.5% 644,037 $163.5M
MKP Capital Management, L.L.C. 5.37% Add +395.4% 644,000 $163.4M
Henshaw Capital LLC 6.05% No change 643,494 $163.3M
First Citizens Bank & Trust Co. 3.43% Reduce -0.6% 642,203 $163.0M
Harvest Fund Management Co., Ltd 6.92% Reduce -1.8% 642,013 $162.8M
First American Bank 10.20% Reduce -0.1% 640,727 $162.6M
Mutual Advisors, LLC 3.48% Reduce -2.3% 639,342 $162.3M
Jane Street Group, LLC 0.18% Reduce -87.0% 638,692 $162.1M
Greenleaf Trust 1.59% Reduce -0.3% 638,089 $161.9M
EFG International AG 3.50% Add +32.5% 636,835 $161.7M
Old National Bancorp 2.69% Reduce -1.7% 632,673 $160.6M
Intermede Investment Partners Ltd 7.37% Reduce -12.3% 626,968 $159.1M
Envestnet Portfolio Solutions, Inc. 0.88% Reduce -23.9% 626,856 $159.1M
Choate Investment Advisors 3.10% Add +0.1% 624,254 $158.4M
Walleye Capital LLC 1.06% Add +214.7% 622,500 $158.0M
Patten & Patten Inc. 9.52% Reduce -2.6% 621,500 $157.7M
Northeast Investment Management 6.51% Reduce -2.9% 620,176 $157.4M
Montrusco Bolton Investments Inc. 2.38% Reduce -22.0% 619,130 $157.1M
Blue Sparrow, LLC 2.67% Reduce -43.9% 615,020 $156.1M
Verus Capital Partners, LLC 10.73% Reduce -2.2% 614,413 $155.9M
Dakota Wealth Management 3.38% Reduce -4.3% 614,281 $155.9M
Vestmark Advisory Solutions, Inc. 1.73% Add +35.5% 614,264 $155.9M
Americana Partners, LLC 4.04% Add +5.4% 613,573 $155.7M
Becker Capital Management Inc. 4.57% Reduce -0.8% 612,934 $155.6M
Artisan Partners Limited Partnership 0.25% Reduce -60.0% 612,826 $155.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.70% Reduce -1.3% 612,419 $155.4M
Sigma Planning Corp 4.32% Reduce -1.6% 611,864 $155.3M
OneDigital Investment Advisors LLC 1.51% Add +1.9% 610,187 $154.9M
Park Avenue Securities LLC 1.19% Add +8.7% 602,628 $152.9M
Nomura Holdings Inc. 1.27% Add +466.6% 599,650 $152.2M
Oak Ridge Investments LLC 10.02% Add +0.7% 596,723 $151.4M
Tocqueville Asset Management L.P. 2.23% Reduce -3.2% 593,394 $150.6M
Mogy Joel R Investment Counsel Inc. 9.42% Reduce -1.8% 592,645 $150.4M
Altshuler Shaham Ltd 2.75% Add +165.2% 591,698 $150.2M
Callan Family Office, LLC 3.40% Reduce -1.8% 591,209 $150.0M
Elevation Point Wealth Partners, LLC 3.56% Add +136.9% 590,038 $149.7M
AG2R La Mondiale Gestion D'actifs 6.79% Add +0.0% 588,417 $149.3M
Signaturefd, LLC 2.28% Add +1.5% 585,900 $148.7M
Generali Asset Management SPA SGR 3.09% Reduce -4.2% 583,544 $148.1M
Ashton Thomas Private Wealth, LLC 3.49% Add +10.7% 581,204 $147.5M
Mgo One Seven LLC 2.95% Add +0.2% 579,468 $147.1M
Harvest Portfolios Group Inc. 2.42% Add +14.3% 578,232 $146.7M
Motley Fool Asset Management LLC 6.29% Add +7.8% 576,526 $146.3M
Systematic Alpha Investments, LLC 5.14% No change 576,144 $146.2M
Dana Investment Advisors, Inc. 4.35% Reduce -1.8% 574,924 $145.9M
Axiom Investors LLC 1.62% Reduce -15.9% 574,172 $145.7M
Traynor Capital Management, Inc. 8.68% Add +0.4% 590,779 $145.7M
CWA Asset Management Group, LLC 4.99% Add +2.9% 573,197 $145.5M
W.G. Shaheen & Associates DBA Whitney & Co 12.08% Add +0.3% 571,663 $145.1M
Associated Banc-Corp 3.84% Reduce -1.7% 570,828 $144.9M
Caprock Group, LLC 3.51% Reduce -3.2% 570,256 $144.7M
Brighton Jones LLC 3.19% Add +0.9% 569,999 $144.7M
Allianz SE 1.59% Reduce -7.1% 566,313 $143.7M
Donaldson Capital Management, LLC 4.65% Add +0.1% 565,829 $143.6M
Meyer Handelman Co. 4.45% Reduce -0.7% 564,419 $143.2M
Van Lanschot Kempen Investment Management N.V. 1.26% Reduce -8.0% 564,361 $143.2M
Bridgewater Associates 0.64% Add +94.7% 563,492 $143.0M
Focus Partners Advisor Solutions, LLC 1.43% Add +11.7% 561,206 $142.4M
Stock Yards Bank & Trust Co. 4.42% Reduce -2.6% 559,986 $142.1M
Covea Finance 4.96% Reduce -5.4% 558,877 $141.8M
J. Safra Sarasin Holding AG 2.41% Reduce -4.4% 558,789 $141.4M
Brookstone Capital Management 1.61% Reduce -1.6% 555,226 $140.9M
Vise Technologies, Inc. 2.75% No change 514,365 $139.8M
TCW Group Inc. 1.05% Reduce -0.5% 550,649 $139.7M
LGT Fund Management Co Ltd. 6.06% Add +169.7% 550,012 $139.6M
First National Trust Co 4.75% Reduce -2.0% 549,400 $139.4M
Fiera Capital Corp 0.48% Add +0.4% 549,008 $139.3M
Argent Trust Co 4.72% Reduce -1.2% 548,029 $139.1M
Trillium Asset Management, LLC 4.61% Add +28.5% 705,298 $138.8M
Banque Pictet & Cie SA 1.61% Reduce -5.1% 546,252 $138.6M
Capital Investment Counsel, Inc 16.93% Reduce -5.8% 544,538 $138.2M
Saudi Central Bank 2.91% Add +8737.2% 542,517 $137.7M
Milford Funds Ltd. 2.88% Reduce -12.3% 541,394 $137.4M
WASHINGTON TRUST Co 4.64% Add +0.7% 540,766 $137.2M
Howland Capital Management LLC 5.41% Add +2.1% 538,950 $136.8M
Axxcess Wealth Management, LLC 4.36% New 552,896 $136.2M
Brooklyn Investment Group 4.24% Add +53.0% 534,618 $135.7M
Investment House LLC 7.06% Add +2.9% 534,443 $135.6M
NS Partners Ltd 6.06% Reduce -3.8% 533,503 $135.4M
Ancora Advisors LLC 2.88% Reduce -3.6% 533,204 $135.3M
PFG Investments, LLC 6.24% Reduce -0.8% 527,569 $133.9M
Nichols & Pratt Advisers LLP 8.62% Reduce -1.6% 526,411 $133.6M
Valeo Financial Advisors, LLC 3.19% Reduce -10.5% 526,086 $133.5M
Advisors Asset Management, Inc. 2.22% Reduce -4.1% 525,365 $133.3M
Modern Wealth Management, LLC 2.27% Add +4.5% 517,048 $132.2M
Bank Pictet & Cie (Europe) AG 2.82% Reduce -7.7% 520,161 $132.0M
Caxton Associates LLP 3.05% Add +123.0% 517,598 $131.4M
Maple Capital Management, Inc. 8.77% Reduce -1.6% 516,417 $131.1M
Temasek Holdings (Private) Ltd 0.44% Reduce -23.0% 513,063 $130.2M
Wealthspire Advisors, LLC 1.02% Reduce -13.2% 512,807 $130.1M
HCR Wealth Advisors 13.45% Reduce -4.3% 511,249 $129.7M
Freestone Capital Holdings, LLC 3.94% Reduce -1.6% 509,077 $129.2M
Cacti Asset Management LLC 7.79% No change 506,134 $128.5M
Prospect Hill Management, LLC 57.18% Reduce -0.1% 505,476 $128.3M
Mill Capital Management, LLC 9.75% Reduce -0.5% 505,298 $128.2M
Quadrant Capital Group LLC 3.82% Add +3.6% 503,050 $127.7M
Zevenbergen Capital Investments LLC 3.66% Reduce -0.0% 501,815 $127.4M
Empirical Finance, LLC 5.98% Reduce -0.2% 501,183 $127.2M
Soros Fund Management 2.34% Add +20.3% 500,534 $127.0M
Bowen Hanes & Co. Inc. 3.07% Reduce -0.2% 497,258 $126.2M
Gradient Investments LLC 1.94% Reduce -2.6% 493,268 $125.2M
Independent Financial Group, LLC 2.80% Reduce -1.1% 492,087 $124.9M
OpenArc Corporate Advisory, LLC 1.78% Add +38.9% 489,044 $124.1M
Canada Post Corp Registered Pension Plan 4.93% Reduce -1.5% 487,801 $123.8M
Level Four Advisory Services, LLC 4.04% Reduce -2.5% 485,494 $123.2M
Robertson Stephens Wealth Management, LLC 3.45% Reduce -4.8% 485,483 $123.2M
IFP Advisors, Inc 2.55% Add +12.1% 485,256 $123.2M
Chilton Capital Management LLC 4.28% Add +4.9% 482,950 $122.6M
Capital Investment Advisors, LLC 1.79% Add +1.3% 481,816 $122.3M
CSM Advisors, LLC 3.00% Add +237.3% 481,731 $122.3M
Locust Wood Capital Advisers, LLC 3.32% Reduce -10.8% 480,783 $122.0M
Keating Financial Advisory Services, Inc. 19.48% Reduce -4.3% 474,938 $120.5M
Cary Street Partners Financial LLC 2.97% Add +1.1% 472,162 $119.8M
SBI Securities Co., Ltd. 3.27% Reduce -0.6% 470,136 $119.3M
Northwestern Mutual Investment Management Company, LLC 1.81% Reduce -0.5% 469,760 $119.2M
Compound Planning, Inc. 3.67% Reduce -0.3% 468,351 $118.9M
Artemis Investment Management LLP 1.26% Reduce -4.5% 468,148 $118.8M
Sit Investment Associates Inc. 2.41% Add +1.7% 466,955 $118.5M
Cohen Klingenstein LLC 3.83% No change 466,450 $118.4M
Park National Corp. 3.60% Add +1.0% 466,121 $118.3M
Reynders McVeigh Capital Management, LLC 5.95% Reduce -1.8% 465,028 $118.0M
Oddo BHF Asset Management Sas 4.66% Add +0.1% 463,287 $117.6M
BNP Paribas 3.73% Reduce -6.2% 467,729 $117.4M
M Holdings Securities, Inc. 7.93% Reduce -2.7% 434,012 $117.3M
J. L. Bainbridge & Co., Inc. 10.54% Reduce -3.3% 460,978 $117.0M
Annex Advisory Services, LLC 2.19% Reduce -1.1% 460,120 $116.8M
Harbour Investments, Inc. 1.80% Add +69.6% 459,637 $116.6M
Profund Advisors LLC 4.28% Reduce -18.4% 458,970 $116.5M
St Germain D J Co. Inc. 4.60% Reduce -1.3% 457,822 $116.2M
AIA Group Ltd 1.69% Add +5.8% 457,049 $116.0M
Exencial Wealth Advisors, LLC 3.60% Add +2.0% 456,827 $115.9M
Joel Isaacson & Co., LLC 3.83% Add +1.2% 455,545 $115.6M
Azimuth Capital Investment Management LLC 4.34% Add +9.3% 454,841 $115.4M
Westwood Holdings Group Inc. 0.84% Reduce -11.7% 454,229 $115.3M
IHT Wealth Management, LLC 2.68% Add +1.2% 453,422 $115.1M
Larson Financial Group LLC 3.69% Add +7.1% 453,403 $115.1M
Chicago Capital, LLC 3.10% Reduce -1.8% 452,808 $114.9M
Ami Asset Management Corp. 7.34% Reduce -2.9% 452,765 $114.9M
Nippon Life Global Investors Americas, Inc. 5.18% Add +28.2% 452,330 $114.8M
Sterling Capital Management LLC 2.16% Reduce -30.7% 448,175 $113.7M
Roffman Miller Associates Inc. 6.55% Reduce -0.1% 447,618 $113.6M
Fiduciary Family Office, LLC 32.29% Add +1.1% 446,402 $113.3M
SouthState Bank Corp 5.27% Reduce -1.5% 444,876 $112.9M
Meeder Asset Management Inc. 6.45% Add +25.7% 443,723 $112.6M
Neville Rodie & Shaw Inc. 8.17% Reduce -2.4% 442,910 $112.4M
Tower Research Capital LLC (TRC) 2.91% Reduce -44.4% 441,968 $112.2M
Foundations Investment Advisors, LLC 1.39% Add +5.5% 441,530 $112.1M
Diversify Wealth Management, LLC 2.00% Add +270.2% 414,603 $112.0M
Farmers & Merchants Investments Inc. 3.08% Add +2.8% 440,311 $111.7M
Evergreen Capital Management LLC 2.41% Reduce -2.5% 436,694 $110.8M
Aristotle Atlantic Partners, LLC 5.16% Reduce -2.4% 434,442 $110.3M
Great Lakes Advisors, LLC 0.91% Reduce -3.6% 433,967 $110.1M
Nan Shan Life Insurance Co., Ltd. 3.97% Add +4053.5% 431,798 $109.6M
Wharton Business Group, LLC 4.12% Reduce -0.3% 429,452 $109.0M
Private Wealth Partners, LLC 8.39% Reduce -1.8% 428,458 $108.7M
Moors & Cabot, Inc. 4.65% Reduce -1.2% 427,887 $108.6M
Siemens Fonds Invest GmbH 6.22% Reduce -3.4% 427,773 $108.6M
Great Valley Advisor Group, Inc. 1.97% Add +2.9% 427,010 $108.4M
Sowell Financial Services LLC 4.00% Reduce -0.3% 426,381 $108.2M
Talbot Financial, LLC 9.09% Add +1.4% 426,168 $108.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 2.98% Add +0.6% 424,450 $107.7M
Atria Investments, Inc 1.20% Add +5.3% 423,596 $107.5M
Smith Chas P & Associates Pa Cpas 5.83% Reduce -3.1% 423,565 $107.5M
Meridian Wealth Management, LLC 3.81% Reduce -1.5% 422,545 $107.2M
North Dakota State Investment Board 4.64% Reduce -15.5% 422,448 $107.2M
WealthPlan Investment Management, LLC 5.98% Add +10.5% 422,306 $107.2M
Jain Global LLC 1.46% Add +124.2% 422,115 $107.1M
Dearborn Partners LLC 5.80% Reduce -6.2% 422,029 $107.1M
Gabelli Funds LLC 0.73% Reduce -0.5% 421,859 $107.1M
Impax Asset Management Group plc 0.75% Add +14.4% 421,335 $106.9M
Franklin Street Advisors Inc. 6.55% Reduce -2.9% 420,327 $106.7M
Cincinnati Insurance Co. 1.61% No change 420,000 $106.6M
Ameritas Investment Partners, Inc. 3.27% Reduce -0.6% 419,649 $106.5M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 3.74% Add +2.6% 419,485 $106.5M
Van Cleef Asset Management,Inc 11.45% Reduce -1.6% 418,867 $106.3M
Howard Capital Management Group, LLC 7.05% Add +0.1% 418,385 $106.2M
OVERSEA-CHINESE BANKING Corp Ltd 3.12% Reduce -3.2% 418,295 $106.1M
Fifth Third Wealth Advisors LLC 3.58% Add +11.6% 417,630 $106.0M
Smith Salley Wealth Management 5.31% Add +0.6% 416,451 $105.7M
Avalon Trust Co 7.27% Add +1.2% 416,025 $105.6M
Financiere des Professionnels - Fonds d'investissement inc. 6.18% Add +79.7% 415,028 $105.3M
Kornitzer Capital Management Inc. 2.28% Reduce -1.5% 414,547 $105.2M
NLB Skladi, upravljanje premozenja, d.o.o. 5.03% Add +9.8% 413,090 $104.8M
Evelyn Partners Investment Management LLP 2.83% Add +4.7% 410,438 $104.2M
Hantz Financial Services, Inc. 1.59% Add +21.4% 409,604 $104.0M
Generate Investment Management Ltd 5.11% Add +40.0% 409,043 $103.8M
Northwest & Ethical Investments L.P. 2.39% Add +4.7% 407,128 $103.4M
Adell Harriman & Carpenter Inc. 6.30% Add +2.2% 406,694 $103.2M
Mufg Securities Americas Inc. 6.66% Add +2.0% 406,150 $103.1M
Picton Mahoney Asset Management 1.07% Reduce -1.9% 405,360 $102.9M
CreativeOne Wealth, LLC 2.39% Add +14.9% 405,327 $102.9M
Oppenheimer Asset Management Inc. 1.17% New 404,261 $102.6M
Gerber Kawasaki Wealth & Investment Management 3.27% Add +0.2% 404,232 $102.6M
Main Street Research LLC 5.96% Add +38.7% 403,578 $102.4M
Transcend Capital Advisors, LLC 8.22% Reduce -2.2% 403,431 $102.4M
Clal Insurance Enterprises Holdings Ltd 0.62% Reduce -0.5% 402,689 $102.2M
Visionary Wealth Advisors 4.51% Add +0.7% 401,244 $101.8M
Cullinan Associates Inc. 8.23% Reduce -10.3% 400,906 $101.7M
Evoke Wealth, LLC 1.87% Reduce -0.4% 400,044 $101.5M
Securian Asset Management, Inc. 4.00% Reduce -0.9% 398,276 $101.1M
U.S. Capital Wealth Advisors, LLC 2.54% Add +7.0% 397,504 $100.9M
MMBG Investment Advisors Co. 9.27% Add +0.2% 397,484 $100.9M
AMG National Trust Bank 2.19% Add +19.5% 396,465 $100.6M
Highland Capital Management, LLC 5.28% Reduce -1.0% 393,118 $99.8M
NorthCrest Asset Manangement, LLC 3.09% Reduce -28.6% 388,351 $99.4M
Ballentine Partners, LLC 1.38% Add +3.6% 391,182 $99.3M
Insigneo Advisory Services, LLC 7.05% Add +2.4% 389,900 $99.0M
Dynamic Advisor Solutions LLC 3.12% Add +1.3% 389,791 $98.9M
Nicolet Bankshares Inc. 3.64% Add +551.1% 386,955 $98.6M
HBK Sorce Advisory LLC 2.00% Reduce -1.1% 334,838 $98.2M
Kentucky Retirement Systems Insurance Trust Fund 6.64% Add +0.2% 384,322 $97.5M
Spire Wealth Management 3.32% Reduce -0.8% 383,388 $97.3M
Brickley Wealth Management 16.65% Reduce -1.4% 382,595 $97.1M
Meeder Advisory Services, Inc. 4.05% Add +1.5% 381,218 $96.7M
Community Trust & Investment Co. 5.24% Add +2.5% 380,005 $96.4M
Venture Visionary Partners LLC 3.20% Add +0.8% 378,124 $96.0M
Wahed Invest LLC 12.43% Reduce -1.8% 377,165 $95.7M
VestGen Advisors, LLC 2.68% Add +15.7% 323,726 $95.4M
First National Bank of Omaha 2.94% Reduce -1.1% 379,155 $95.3M
Welch Group, LLC 3.58% Reduce -0.2% 375,212 $95.2M
Sienna Gestion 6.20% Add +1027.8% 382,571 $95.0M
Segall Bryant & Hamill, LLC 1.36% Reduce -5.9% 374,207 $95.0M
GAMMA Investing LLC 4.42% Add +4.8% 373,371 $94.8M
Community Bank, N.A. 11.26% Reduce -0.9% 372,895 $94.6M
Agf Management Ltd. 0.43% Reduce -87.8% 372,106 $94.4M
Jia Investment Alliance Pte. LTD. 9.87% No change 371,700 $94.3M
Bryn Mawr Trust Advisors, LLC 4.54% Reduce -0.5% 368,981 $93.6M
GLP Holdings LLLP 95.49% No change 367,556 $93.3M
LVM Capital Management Ltd. 8.79% Reduce -0.4% 367,294 $93.2M
Principle Wealth Partners LLC 5.32% Reduce -1.4% 366,709 $93.1M
Van Hulzen Asset Management, LLC 6.91% Add +1.3% 366,138 $92.9M
Plato Investment Management Ltd 6.23% Add +1.9% 365,355 $92.8M
Westpac Banking Corp. 6.44% Add +2.3% 365,000 $92.6M
Opes Wealth Management LLC 15.78% Reduce -2.8% 364,108 $92.4M
LGT Capital Partners LTD. 4.90% Add +9.3% 363,663 $92.3M
BLI - Banque de Luxembourg Investments 2.75% No change 341,817 $91.8M
Birch Hill Investment Advisors LLC 4.12% Reduce -0.4% 361,518 $91.7M
Klingenstein Fields & Co. LP 3.60% Reduce -1.0% 359,634 $91.3M
Vestcor Inc 2.51% Add +0.6% 358,718 $91.0M
Burney Co./ 2.84% Reduce -19.1% 358,069 $90.9M
PGGM Investments 1.59% No change 357,916 $90.8M
UNIVEST FINANCIAL Corp 5.09% Reduce -4.2% 356,996 $90.6M
GC Wealth Management RIA, LLC 3.73% Add +2.2% 355,283 $90.2M
Sumitomo Life Insurance Co. 2.10% Add +13.0% 354,271 $89.9M
Davidson Investment Advisors 3.87% Reduce -3.1% 353,718 $89.8M
Baldwin Wealth Partners LLC 6.49% Reduce -6.8% 352,224 $89.4M
Signature Estate & Investment Advisors LLC 1.81% Reduce -6.9% 352,092 $89.4M
Knights of Columbus Asset Advisors LLC 5.03% Add +4.3% 351,085 $89.1M
McDaniel Terry & Co. 7.55% Add +25.7% 350,028 $88.8M
Castleark Management LLC 2.94% Reduce -9.6% 350,011 $88.8M
ZEGA Investments, LLC 16.76% Add +0.5% 348,831 $88.5M
North Star Asset Management Inc. 3.84% Reduce -1.5% 348,770 $88.5M
Western Wealth Management, LLC 3.37% Add +32.5% 348,678 $88.5M
Wesleyan Assurance Society 5.20% Add +1.1% 347,650 $88.2M
SVB Wealth LLC 5.80% Reduce -8.5% 346,827 $88.0M
Apella Capital, LLC 1.31% Add +27.9% 325,565 $88.0M
Keystone Financial Group 6.04% Reduce -0.1% 341,115 $87.9M
Argent Capital Management LLC 2.77% Reduce -6.2% 346,110 $87.8M
McMillan Office, Inc. 11.24% Add +0.4% 345,591 $87.7M
Oriental Harbor Investment Master Fund 7.71% Add +0.8% 344,276 $87.4M
Cornerstone Wealth Management, LLC 4.37% Add +0.6% 343,985 $87.3M
Edgemoor Investment Advisors, Inc. 6.85% Reduce -0.0% 341,350 $86.6M
Ingalls & Snyder LLC 3.08% Reduce -1.1% 341,311 $86.6M
Focus Financial Network, Inc. 3.09% Reduce -1.0% 339,314 $86.1M
Wealth Alliance, LLC 8.49% Reduce -1.0% 338,664 $85.9M
Vest Financial, LLC 1.03% Add +9.1% 338,661 $85.9M
Banque Cantonale Vaudoise 3.23% Reduce -13.6% 338,359 $85.9M
Appleton Partners Inc. 5.96% Reduce -1.5% 336,626 $85.4M
ARS Investment Partners, LLC 4.42% Add +5.2% 334,764 $85.0M
Guardian Capital LP 2.25% Add +17.9% 334,688 $84.9M
Praxis Investment Management Inc. 5.15% No change 333,008 $84.5M
Tritonpoint Wealth, LLC 9.05% Reduce -5.2% 332,956 $84.5M
Rockland Trust Co. 3.37% Add +0.0% 331,493 $84.1M
Vestor Capital, LLC 6.08% Add +231.0% 331,070 $84.0M
Birinyi Associates Inc. 22.87% Reduce -0.1% 330,879 $84.0M
Jaffetilchin Investment Partners, LLC 4.99% Reduce -2.8% 330,621 $83.9M
GW Henssler & Associates Ltd. 3.95% Reduce -0.6% 330,340 $83.8M
71 West Capital Partners 3.68% Add +7.4% 329,308 $83.6M
Albion Financial Group 5.37% Reduce -0.3% 327,697 $83.2M
Triglav Investments, D.O.O. 5.80% Reduce -7.4% 326,443 $82.8M
YHB Investment Advisors, Inc. 5.92% Reduce -1.8% 325,457 $82.6M
Global X Japan Co., Ltd. 4.24% Add +11.8% 324,977 $82.5M
Chicago Partners Investment Group LLC 1.84% Add +2.5% 301,461 $82.4M
Wilkinson Global Asset Management LLC 6.27% Reduce -5.8% 324,381 $82.3M
Obermeyer Wealth Partners 3.79% Reduce -1.0% 324,220 $82.3M
Weatherly Asset Management L. P. 6.65% Reduce -2.2% 323,858 $82.2M
Essex Financial Services, Inc. 4.61% Add +0.5% 323,679 $82.1M
Clear Harbor Asset Management, LLC 5.68% Add +0.2% 322,658 $81.9M
Beese Fulmer Investment Management, Inc. 5.24% Reduce -0.3% 322,470 $81.8M
Harbor Investment Advisory, LLC 6.45% Reduce -10.4% 322,456 $81.8M
International Assets Investment Management, LLC 5.65% Reduce -1.4% 346,233 $81.4M
National Mutual Insurance Federation of Agricultural Cooperatives 0.62% No change 319,400 $81.1M
Carret Asset Management, LLC 7.91% Reduce -0.1% 318,352 $80.8M
First American Trust, FSB 5.43% Reduce -4.6% 317,966 $80.7M
WCG Wealth Advisors LLC 2.25% Reduce -1.1% 317,290 $80.5M
Avestar Capital, LLC 5.51% Add +0.0% 316,707 $80.4M
Principal Securities, Inc. 1.17% Add +8.7% 314,960 $79.9M
Allen Investment Management, LLC 0.99% Reduce -0.1% 314,671 $79.9M
Howard Capital Management, LLC 1.30% Reduce -30.1% 313,532 $79.6M
Caisse Des Depots Et Consignations 1.31% Reduce -0.2% 313,217 $79.5M
Kanawha Capital Management LLC 5.58% Reduce -0.6% 312,060 $79.2M
Avity Investment Management Inc. 5.76% Reduce -0.2% 312,043 $79.2M
Smith Group Asset Management, LLC 4.03% Add +4.9% 311,523 $79.1M
Josh Arnold Investment Consultant, LLC 67.54% Reduce -1.5% 311,388 $79.0M
Campbell Newman Asset Management Inc. 6.39% Reduce -9.9% 310,180 $78.7M
Parallax Volatility Advisers, L.P. 4.38% New 309,616 $78.6M
Hoffman, Alan N Investment Management 51.82% Reduce -8.3% 309,580 $78.6M
Smartleaf Asset Management LLC 2.84% Add +10.6% 318,269 $78.5M
Colonial Trust Advisors 6.09% Reduce -11.1% 308,812 $78.4M
Thoroughbred Financial Services, LLC 4.68% Add +0.1% 308,603 $78.3M
Kingswood Wealth Advisors, LLC 3.72% Reduce -1.1% 308,487 $78.3M
Savvy Advisors, Inc. 2.10% Add +25.4% 307,951 $78.2M
9823 Capital, L.P. 58.58% Reduce -0.3% 305,751 $77.6M
TCTC Holdings, LLC 2.19% Reduce -1.4% 303,893 $77.1M
Ameritas Advisory Services, LLC 3.00% Reduce -1.0% 303,411 $77.0M
Burns J W & Co. Inc. 8.79% Reduce -1.8% 302,244 $76.7M
Pure Financial Advisors, LLC 1.11% Add +3.3% 301,871 $76.6M
DJE Kapital AG 1.70% Reduce -41.0% 307,802 $76.6M
Bragg Financial Advisors, Inc 2.42% Add +0.2% 301,441 $76.5M
Fulton Breakefield Broenniman LLC 4.96% Reduce -11.6% 299,899 $76.1M
Evolve Private Wealth, LLC 4.07% Add +10.8% 299,847 $76.1M
True North Advisors, LLC 8.67% Reduce -0.7% 299,636 $76.0M
Means Investment Co., Inc. 6.58% Reduce -0.5% 297,057 $75.4M
Capital International Sarl 1.23% Reduce -10.2% 296,472 $75.2M
Montag A & Associates Inc. 3.49% Reduce -1.9% 295,181 $74.9M
SeaCrest Wealth Management, LLC 7.98% Reduce -0.8% 293,952 $74.6M
GuideStone Capital Management, LLC 100.00% No change 293,577 $74.5M
Baskin Financial Services Inc. 6.08% Reduce -7.3% 292,543 $74.2M
Hamilton Capital Partners Inc. 2.49% Add +21.9% 291,650 $74.0M
Fullerton Fund Management Co Ltd. 5.92% Add +52.2% 291,225 $73.9M
Am Investment Strategies LLC 16.24% Add +0.7% 291,125 $73.9M
Wedmont Private Capital 2.38% Add +0.9% 285,372 $73.9M
Cornerstone Wealth Group, LLC 4.76% Add +2.8% 277,261 $73.8M
AlTi Global, Inc. 1.60% Reduce -0.3% 289,193 $73.4M
Roundview Capital LLC 4.57% Reduce -0.5% 288,864 $73.3M
Ostrum Asset Management 4.11% Add +11.4% 288,500 $73.2M
Penobscot Investment Management Company, Inc. 5.73% Reduce -2.1% 288,442 $73.2M
Boston Family Office LLC 4.85% Add +0.2% 286,939 $72.8M
Frank, Rimerman Advisors LLC 4.77% Add +1.4% 286,398 $72.7M
BDF-Gestion 9.70% No change 286,137 $72.6M
Junto Capital Management LP 1.54% New 285,814 $72.5M
KMG Fiduciary Partners, LLC 5.36% Add +0.2% 285,635 $72.5M
Aljian Capital Management, LLC 14.86% Reduce -0.6% 285,064 $72.3M
Chesley Taft & Associates LLC 3.02% Reduce -0.9% 284,387 $72.2M
BLB&B Advisors, LLC 2.98% Reduce -6.6% 284,281 $72.1M
Ascent Group, LLC 2.49% Reduce -3.2% 283,506 $72.0M
Osborne Partners Capital Management, LLC 3.80% Reduce -0.4% 283,118 $71.9M
KLCM Advisors, Inc. 6.23% Add +3.9% 282,168 $71.6M
Falcon Wealth Planning 4.88% Add +2.2% 282,160 $71.6M
Berkshire Asset Management LLC 3.07% Add +3.0% 281,756 $71.5M
Jag Capital Management, LLC 8.07% Add +4.4% 281,717 $71.5M
Washington Trust Advisors, Inc. 5.76% Reduce -2.4% 280,814 $71.3M
Lowe Brockenbrough & Co. Inc. 3.54% Add +1.1% 279,895 $71.0M
MPS Loria Financial Planners, LLC 18.74% Reduce -0.8% 279,808 $71.0M
First Nebraska Trust Co 6.57% Reduce -0.3% 279,764 $71.0M
Iron Gate Global Advisors LLC 7.50% Add +0.6% 279,620 $71.0M
Narwhal Capital Management 5.23% Add +1.2% 279,552 $70.9M
First Foundation Advisors 2.86% Reduce -1.2% 279,434 $70.9M
Ceeto Capital Group, LLC 21.69% Add +0.6% 278,571 $70.7M
Moody LYNN Lieberson & Walker, LLC 3.97% Reduce -0.2% 278,562 $70.7M
Kimelman & Baird, LLC 5.81% Reduce -2.1% 278,161 $70.6M
Simon Quick Advisors, LLC 3.23% Reduce -3.1% 277,854 $70.5M
Meiji Yasuda Asset Management Co Ltd. 3.52% Reduce -5.5% 277,548 $70.4M
Gladstone Institutional Advisory LLC 2.60% Add +1.5% 276,839 $70.3M
Stonebridge Capital Advisors LLC 4.91% Reduce -2.2% 276,477 $70.2M
Academy Capital Management 10.03% Reduce -3.6% 276,278 $70.1M
Smithfield Trust Co 3.05% Add +1.4% 276,230 $70.1M
CFM Wealth Partners LLC 10.48% Reduce -0.9% 275,465 $69.9M
Sound View Wealth Advisors Group, LLC 4.74% Reduce -1.8% 274,762 $69.7M
Fulton Bank, N.A. 2.45% Reduce -0.7% 274,061 $69.6M
First Horizon Corp. 2.90% Add +9.9% 273,381 $69.4M
Shikiar Asset Management Inc. 22.14% Reduce -0.4% 272,669 $69.2M
Prosperity Consulting Group, LLC 3.07% Add +1.0% 272,015 $69.0M
Aspiriant, LLC 1.96% Reduce -4.1% 271,654 $68.9M
Fort Sheridan Advisors LLC 8.33% Add +3.2% 271,517 $68.9M
Marco Investment Management LLC 5.20% Add +0.9% 271,388 $68.9M
LS Investment Advisors, LLC 10.30% Reduce -5.5% 271,328 $68.9M
New Age Alpha Advisors, LLC 3.22% Reduce -2.9% 271,282 $68.8M
NBT Bank, N.A. 4.50% Add +2.4% 270,817 $68.7M
Klingman & Associates, LLC 3.32% Reduce -0.8% 269,842 $68.5M
Ar Asset Management Inc. 13.32% Add +7.9% 268,802 $68.2M
Bath Savings Trust Co 7.27% Reduce -2.2% 268,287 $68.1M
Bouchey Financial Group, Ltd. 4.99% Add +0.1% 260,954 $68.0M
RB Capital Management, LLC 15.02% Reduce -0.9% 267,607 $67.9M
Soltis Investment Advisors LLC 4.42% Add +3.8% 267,577 $67.9M
Evanson Asset Management, LLC 3.64% Add +0.6% 266,862 $67.7M
Private Capital Advisors, Inc. 7.76% Add +0.5% 266,769 $67.7M
Susquehanna Portfolio Strategies, LLC 1.01% No change 266,713 $67.7M
General American Investors Co. Inc. 4.46% Reduce -3.6% 265,705 $67.4M
LMCG Investments, LLC 3.99% Add +4.3% 264,254 $67.1M
Munich Reinsurance Co Stock Corp in Munich 1.65% Reduce -12.2% 264,163 $67.0M
Rothschild Investment LLC 3.50% Add +3.0% 264,002 $67.0M
Fragasso Financial Advisors Inc 4.03% Reduce -0.3% 257,804 $66.7M
Wealthcare Advisory Partners LLC 1.30% Reduce -1.7% 262,694 $66.7M
Bender Robert & Associates 15.96% Reduce -8.1% 262,152 $66.5M
Trajan Wealth LLC 2.68% Reduce -2.9% 261,122 $66.3M
Aviance Capital Partners, LLC 7.74% Add +0.9% 260,577 $66.1M
Fisher Funds Management LTD 1.94% Reduce -22.2% 260,471 $66.1M
Edmond DE Rothschild Holding S.A. 0.95% Reduce -3.4% 259,351 $65.8M
Krilogy Financial LLC 2.12% Add +0.3% 249,492 $65.7M
Belpointe Asset Management LLC 2.40% Add +2.7% 258,568 $65.6M
Pine Valley Investments Ltd Liability Co 3.19% Reduce -3.9% 258,178 $65.5M
Mar Vista Investment Partners LLC 6.55% Add +1.8% 258,050 $65.5M
Forum Financial Management, LP 0.92% Reduce -21.1% 257,073 $65.2M
Beaumont Financial Advisors, LLC 4.48% Reduce -1.7% 256,931 $65.2M
Nwam LLC 3.74% Add +1.3% 255,759 $64.9M
Philadelphia Trust Co. 4.58% Reduce -0.8% 255,554 $64.9M
Hemenway Trust Co LLC 5.21% Reduce -1.8% 255,066 $64.7M
Stratos Wealth Advisors, LLC 3.98% Reduce -3.8% 255,059 $64.7M
Beacon Investment Advisory Services, Inc. 2.69% Reduce -11.2% 254,858 $64.7M
Trust Co. of Toledo NA 6.14% Reduce -0.3% 254,829 $64.7M
EverSource Wealth Advisors, LLC 1.98% Add +39.2% 254,789 $64.7M
CX Institutional 1.97% Add +7.7% 254,754 $64.7M
Bridgewater Advisors Inc. 3.84% Add +14.4% 216,109 $64.6M
ZWJ Investment Counsel Inc. 2.33% Add +0.2% 254,305 $64.5M
Washington Trust Bank 4.76% Reduce -1.9% 254,134 $64.5M
Cincinnati Specialty Underwriters Insurance CO 15.60% Reduce -17.8% 253,080 $64.2M
Dillon & Associates Inc. 8.83% Reduce -1.0% 252,519 $64.1M
GM Advisory Group, LLC 2.47% Reduce -0.6% 252,479 $64.1M
Wendell David Associates Inc. 6.97% Reduce -2.3% 252,349 $64.0M
Courier Capital LLC 3.58% Add +1.6% 252,026 $64.0M
Archon Partners LLC 7.57% No change 252,000 $64.0M
Caldwell Trust Co 5.70% Add +0.9% 251,215 $63.8M
Crawford Investment Counsel Inc. 1.09% Reduce -0.9% 251,196 $63.8M
Newlands Management Operations LLC 0.41% No change 248,975 $63.2M
Forbes J M & Co. LLP 5.33% Add +0.9% 248,512 $63.1M
Greenwoods Asset Management Hong Kong Ltd. 1.63% Add +16.6% 248,368 $63.0M
Manchester Capital Management LLC 9.08% Add +3.3% 248,356 $63.0M
Blackhill Capital Inc. 3.24% Reduce -0.5% 248,200 $63.0M
Ascentis Independent Advisors 4.75% Add +133.8% 247,516 $62.8M
Bar Harbor Wealth Management 3.67% Add +1.6% 246,959 $62.7M
Empire Life Investments Inc. 3.80% Add +8.3% 244,705 $62.6M
Foster & Motley Inc. 3.22% Reduce -0.2% 246,026 $62.4M
Waycross Partners, LLC 5.95% Reduce -5.5% 245,448 $62.3M
Palisade Capital Management, LP 2.23% Add +4.9% 245,291 $62.3M
China Universal Asset Management Co., Ltd. 4.69% Add +0.5% 244,188 $62.0M
Heritage Wealth Advisors 2.42% Reduce -10.7% 243,674 $61.8M
Fiduciary Alliance LLC 3.73% Reduce -4.4% 231,623 $61.7M
Nixon Peabody Trust Co. 4.90% Reduce -6.3% 242,934 $61.7M
Fidelis Capital Partners, LLC 4.38% Add +1.2% 241,894 $61.4M
Leavell Investment Management, Inc. 2.51% Add +1.5% 241,303 $61.2M
BTC Capital Management, Inc. 4.13% Add +15.5% 240,347 $61.0M
Jacobs & Co. 6.02% Reduce -0.2% 240,208 $61.0M
Boston Common Asset Management, LLC 3.91% Reduce -4.6% 239,514 $60.8M
Baltimore-Washington Financial Advisors, Inc. 2.63% Add +2.5% 239,283 $60.7M
Aureus Asset Management, LLC 4.04% Reduce -1.3% 239,082 $60.7M
Clare Market Investments LLC 12.68% — 238,781 $60.6M
Marble Harbor Investment Counsel, LLC 6.56% Reduce -3.0% 238,444 $60.5M
LMR Partners LLP 0.72% Add +239.8% 237,916 $60.4M
Sagespring Wealth Partners, LLC 1.10% Add +1.8% 237,510 $60.3M
Stillwater Capital Advisors, LLC 6.88% Reduce -1.9% 237,492 $60.3M
Arax Advisory Partners 1.69% Reduce -24.5% 235,245 $60.0M
Private Advisory Group LLC 4.17% Add +1.8% 236,096 $59.9M
Applied Finance Capital Management, LLC 4.49% Reduce -4.4% 235,931 $59.9M
Venturi Wealth Management, LLC 2.69% Add +1.6% 234,986 $59.6M
Ledyard National Bank 5.17% Reduce -0.4% 234,913 $59.6M
North Star Investment Management Corp. 3.62% Reduce -1.2% 234,757 $59.6M
Cardinal Point Capital Management ULC 3.65% Reduce -14.4% 234,645 $59.6M
Apriem Advisors 5.68% Reduce -0.9% 234,310 $59.5M
Kovack Advisors, Inc. 3.20% Reduce -17.7% 233,285 $59.4M
DF Dent & Co. Inc. 1.14% Reduce -7.5% 234,123 $59.4M
Cache Advisors, LLC 6.85% Reduce -4.1% 233,789 $59.3M
Stony Point Capital LLC 4.79% Reduce -0.4% 233,279 $59.2M
S&co Inc. 3.66% Reduce -0.3% 232,357 $59.0M
Sfmg, LLC 4.03% Add +3.8% 231,927 $58.9M
JGP Wealth Management, LLC 6.10% Reduce -0.2% 231,218 $58.7M
Nilsine Partners, LLC 4.57% Add +2.4% 218,562 $58.5M
Southeast Asset Advisors, LLC 6.40% Reduce -0.9% 230,071 $58.4M
Kayne Anderson Rudnick Investment Management LLC 0.17% Reduce -9.9% 228,899 $58.1M
Avenir Corp. 7.08% Reduce -0.7% 228,871 $58.1M
Addenda Capital Inc. 1.63% Add +5.0% 227,617 $57.8M
L. Roy Papp & Associates, LLP 6.65% Reduce -2.9% 227,124 $57.6M
United Asset Strategies, Inc. 4.58% Reduce -1.3% 226,942 $57.6M
Greenwood Gearhart LLC 3.11% Add +3.5% 226,392 $57.5M
Zhang Financial LLC 1.98% Add +4.3% 226,060 $57.4M
AlphaCore Capital LLC 1.36% Reduce -12.2% 226,041 $57.4M
Cyndeo Wealth Partners, LLC 3.02% Add +7.7% 225,818 $57.3M
Heritage Trust Co 5.73% Reduce -2.3% 225,204 $57.2M
Telos Capital Management, Inc. 5.47% Reduce -0.3% 225,073 $57.1M
F/m Investments LLC 3.79% Reduce -48.0% 225,027 $57.1M
Novare Capital Management LLC 4.52% Reduce -1.3% 224,755 $57.0M
Syon Capital LLC 2.86% Add +0.3% 224,444 $57.0M
Vision Capital Management, Inc. 7.19% Reduce -1.5% 224,435 $57.0M
Coastal Bridge Advisors, LLC 4.03% Add +1.0% 224,353 $56.9M
Middleton & Co. Inc. 6.49% Reduce -1.5% 224,075 $56.9M
SP Asset Management LLC 5.00% Add +0.8% 223,288 $56.7M
Spinnaker Trust 3.13% Add +4.9% 223,180 $56.6M
Lee Danner & Bass Inc. 3.54% Add +0.7% 222,332 $56.4M
Pittenger & Anderson Inc. 2.24% Add +0.3% 221,609 $56.2M
Y-Intercept (Hong Kong) Ltd 1.06% Reduce -17.7% 221,242 $56.1M
Blue Chip Partners, LLC 4.04% Add +0.3% 221,135 $56.1M
Fiduciary Group, LLC 4.78% Reduce -0.3% 220,637 $56.0M
Mindset Wealth Management, LLC 15.01% Add +0.5% 220,358 $55.9M
Granite Investment Partners, LLC 3.42% Add +10.1% 219,048 $55.6M
Ausdal Financial Partners, Inc. 2.48% Reduce -0.1% 218,911 $55.6M
Martingale Asset Management L P 1.39% Add +0.6% 218,441 $55.4M
Rollins Financial Advisors, LLC 8.76% Reduce -1.4% 218,353 $55.4M
Turtle Creek Wealth Advisors, LLC 4.17% Add +9.3% 217,546 $55.2M
Integrity Alliance, Llc. 2.10% Reduce -0.3% 217,538 $55.2M
Hartline Investment Corp./ 6.07% Add +0.1% 217,374 $55.2M
Pinnacle Wealth Management Advisory Group, LLC 3.77% Reduce -5.2% 217,355 $55.2M
B. Riley Wealth Advisors, Inc. 3.56% Reduce -33.2% 223,212 $55.1M
TrinityBridge Ltd 1.49% Add +8.0% 216,868 $55.0M
Dorsey & Whitney Trust CO LLC 3.02% Reduce -0.4% 216,360 $54.9M
Mullaney, Keating & Wright, Inc. 29.71% Add +0.1% 215,489 $54.7M
Gateway Wealth Partners, LLC 2.13% Add +155.4% 214,976 $54.6M
Certuity, LLC 3.58% Reduce -81.5% 215,143 $54.5M
Jefferies Financial Group Inc. 0.69% Reduce -46.3% 214,590 $54.5M
SlateStone Wealth, LLC 4.49% Add +4.2% 214,532 $54.4M
Accredited Investors Inc. 2.93% Reduce -4.4% 214,235 $54.4M
Tower Bridge Advisors 5.25% Add +1.7% 214,146 $54.3M
City of London Investment Management Co. Ltd. 3.94% Add +15.2% 213,551 $54.2M
Centaurus Financial, Inc. 2.57% Add +5.6% 212,892 $54.0M
Johnson Financial Group, Inc. 1.95% Add +0.2% 212,575 $53.9M
Solidarity Wealth, LLC 10.36% Add +6.4% 212,550 $53.9M
Twin Capital Management Inc. 6.93% Reduce -0.4% 211,698 $53.7M
Rossmore Private Capital 4.73% Add +0.0% 211,630 $53.7M
Violich Capital Management, Inc. 6.26% Reduce -1.0% 210,877 $53.5M
Capital Group Private Client Services, Inc. 0.90% Reduce -28.6% 210,657 $53.5M
Affinity Capital Advisors, LLC 7.49% Reduce -6.3% 210,508 $53.4M
Biondo Investment Advisors, LLC 6.85% Reduce -1.9% 210,506 $53.4M
American Assets Investment Management, LLC 3.62% No change 210,000 $53.3M
TBH Global Asset Management, LLC 10.73% Reduce -13.8% 209,897 $53.3M
SOA Wealth Advisors, LLC. 9.99% Reduce -6.4% 247,542 $53.1M
Rehmann Capital Advisory Group 2.75% Add +3.1% 208,343 $52.9M
Auxano Advisors, LLC 10.54% Reduce -0.6% 208,166 $52.8M
MidFirst Bank 4.36% Reduce -5.3% 207,530 $52.7M
Valmark Advisers, Inc. 0.62% Reduce -0.3% 206,590 $52.4M
Spartan Wealth Advisory Services LLC 4.58% — 206,450 $52.4M
LaFleur & Godfrey LLC 6.52% Reduce -3.4% 206,227 $52.3M
Physicians Financial Services, Inc. 14.33% Reduce -2.2% 206,162 $52.3M
RFG Advisory, LLC 0.96% Reduce -0.0% 206,142 $52.3M
Webster Bank, N. A. 4.96% Reduce -1.1% 206,100 $52.3M
TruWealth Advisors, LLC 2.51% Add +2.3% 205,870 $52.2M
Petredis Investment Advisors LLC 4.27% Reduce -0.8% 205,631 $52.2M
Avidian Wealth Enterprises, LLC 1.65% Add +20.3% 204,904 $52.0M
Cassaday & Co Wealth Management LLC 1.10% Reduce -0.8% 204,230 $51.8M
Silicon Valley Capital Partners 5.07% Reduce -2.1% 204,015 $51.8M
Mather Group, Llc. 0.52% Add +6.4% 203,838 $51.7M
Jackson Wealth Management, LLC 5.31% Reduce -0.9% 203,283 $51.6M
Morningstar Investment Management LLC 3.19% Reduce -2.1% 202,910 $51.5M
Nemes Rush Group LLC 4.88% Reduce -0.2% 202,058 $51.3M
Verdence Capital Advisors LLC 2.99% Reduce -0.1% 202,047 $51.3M
Aaron Wealth Advisors LLC 2.95% Reduce -14.1% 201,114 $51.0M
Madison Asset Management, LLC 0.63% Add +2.9% 201,086 $51.0M
First Merchants Corp. 1.94% Reduce -1.2% 201,048 $51.0M
Invictus Private Wealth, LLC 3.16% Add +6.4% 200,995 $51.0M
BBR Partners, LLC 2.84% Reduce -12.7% 200,535 $50.9M
CRA Financial Services, LLC 6.61% Reduce -0.7% 200,502 $50.9M
Community Bank & Trust, Waco, Texas 10.06% Reduce -1.0% 200,068 $50.8M
Comgest Global Investors S.A.S. 1.11% Reduce -16.2% 199,798 $50.7M
Capital Analysts, LLC 1.33% Reduce -1.8% 199,681 $50.7M
Earned Wealth Advisors, LLC 3.38% Add +11.1% 199,214 $50.6M
SCS Capital Management LLC 0.53% Reduce -6.4% 198,859 $50.5M
Howard Hughes Medical Institute 12.13% Add +6142.3% 198,755 $50.4M
Pallas Capital Advisors LLC 1.90% Reduce -16.0% 198,681 $50.4M
OAKMONT Corp 9.57% Add +1.9% 198,611 $50.4M
Parkside Financial Bank & Trust 3.87% Add +0.4% 198,398 $50.4M
Avior Wealth Management, LLC 1.43% Add +8.8% 198,441 $50.3M
Integrated Advisors Network LLC 2.64% Reduce -15.3% 198,303 $50.3M
Columbia Asset Management 9.57% Reduce -0.8% 198,088 $50.3M
Schaper Benz & Wise Investment Counsel Inc. 3.84% Reduce -1.6% 197,962 $50.2M
Leonteq Securities AG 3.03% Reduce -25.9% 197,437 $50.1M
Palisade Asset Management, LLC 5.02% Reduce -1.6% 197,131 $50.0M
Forvis Mazars Wealth Advisors, LLC 0.95% Reduce -1.0% 197,127 $50.0M
Dupont Capital Management Corp. 5.68% Reduce -3.7% 196,660 $49.9M
Perryman Financial Advisory Inc. 7.46% Reduce -2.1% 196,180 $49.8M
Meridiem Capital Partners LP 3.28% New 196,131 $49.8M
Shufro Rose & Co. LLC 3.39% Add +1.7% 196,063 $49.8M
Connors Investor Services Inc. 4.59% Add +5.1% 195,712 $49.7M
Emerald Investment Advisers, LLC 4.47% — 195,665 $49.7M
Stokes Family Office, LLC 5.11% Reduce -14.2% 194,962 $49.5M
Harbour Trust & Investment Management Co 5.25% Reduce -3.6% 194,862 $49.5M
Harold Davidson & Associates Inc. 24.00% Reduce -3.8% 194,761 $49.4M
Capital Asset Advisory Services LLC 1.89% Add +3.7% 180,657 $49.3M
Chilton Investment Co. Inc. 1.16% Add +94.4% 194,352 $49.3M
American National Bank & Trust 4.71% Reduce -2.4% 194,218 $49.3M
Norden Group LLC 4.72% Add +13.4% 193,694 $49.2M
Cidel Asset Management Inc. 2.68% Add +150.8% 193,373 $49.1M
Formidable Asset Management, LLC 7.60% Reduce -8.0% 180,502 $49.1M
Fiduciary Financial Group, LLC 6.49% Add +0.2% 192,855 $48.9M
Resources Management Corp. /CT/ 6.48% Add +0.3% 192,274 $48.8M
Blue Fin Capital, Inc. 7.97% Reduce -1.9% 191,563 $48.6M
Cypress Capital Group 5.45% Reduce -5.3% 190,977 $48.5M
Flagship Harbor Advisors, LLC 2.13% Add +0.2% 190,430 $48.3M
Strategic Advisors LLC 8.02% Reduce -1.1% 190,315 $48.3M
Cascade Financial Partners, LLC 4.96% Reduce -1.8% 189,780 $48.2M
Geneos Wealth Management Inc. 1.12% Reduce -5.1% 189,739 $48.2M
Legacy Private Trust Co. 2.98% Reduce -1.5% 189,739 $48.2M
Coastline Trust Co 4.75% Reduce -0.9% 188,541 $47.8M
Himension Capital (singapore) Pte. LTD. 3.67% Add +179.9% 188,185 $47.8M
GAM Holding AG 4.19% Reduce -17.9% 187,909 $47.7M
Cullen Investment Group, LTD. 6.29% Reduce -4.2% 187,829 $47.7M
Rice Partnership, LLC 6.48% Add +0.1% 186,833 $47.4M
WestEnd Advisors, LLC 1.14% Reduce -4.7% 186,717 $47.4M
Alerus Financial NA 2.34% Reduce -0.1% 186,327 $47.3M
Steigerwald, Gordon & Koch Inc. 4.85% Reduce -1.3% 186,301 $47.3M
Amica Mutual Insurance Co. 4.05% No change 185,777 $47.1M
J.P. Marvel Investment Advisors, LLC 6.68% Reduce -0.0% 185,627 $47.1M
Arvest Bank Trust Division 2.56% Add +6.6% 185,562 $47.1M
German American Bancorp, Inc. 4.05% Reduce -0.3% 185,524 $47.1M
Equitable Trust Co. 2.16% Reduce -1.7% 184,683 $46.9M
NZS Capital, LLC 1.56% Reduce -11.7% 184,538 $46.8M
River Wealth Advisors LLC 5.38% Reduce -0.8% 184,513 $46.8M
Lyell Wealth Management, LP 3.44% Add +0.3% 184,296 $46.8M
CORDA Investment Management, LLC. 3.23% Reduce -0.5% 183,910 $46.7M
Naples Global Advisors, LLC 3.40% Reduce -0.7% 183,724 $46.6M
Valley Wealth Managers, Inc. 3.00% Reduce -4.8% 183,348 $46.5M
Financial Engines Advisors L.L.C. 0.09% Add +3.2% 182,422 $46.3M
Angeles Wealth Management, LLC 2.52% Add +8.7% 182,360 $46.3M
Guinness Asset Management LTD 0.80% Add +3.8% 184,644 $46.2M
Tompkins Financial Corp. 3.66% Reduce -2.3% 181,272 $46.0M
Occidental Asset Management, LLC 5.43% Add +1.4% 180,729 $45.9M
GenTrust, LLC 1.95% Add +6.0% 179,782 $45.6M
Wellspring Financial Advisors, LLC 3.42% Add +74.9% 179,596 $45.6M
Estabrook Capital Management 6.67% Reduce -0.8% 179,581 $45.6M
Summitry LLC 1.61% Add +99.9% 179,522 $45.6M
Penn Davis McFarland Inc. 4.45% Reduce -1.4% 179,438 $45.5M
Texas Yale Capital Corp. 1.29% Reduce -3.0% 179,289 $45.5M
Culbertson A N & Co. Inc. 5.90% Add +3.6% 179,222 $45.5M
SageView Advisory Group, LLC 1.66% Reduce -6.2% 178,906 $45.4M
Gryphon Financial Partners LLC 4.73% Add +6.2% 177,919 $45.2M
ARS Wealth Advisors Group, LLC 3.81% Add +1.2% 177,700 $45.1M
Hendershot Investments Inc. 6.05% Reduce -0.4% 177,266 $45.0M
Sargent Investment Group, LLC 5.90% Reduce -0.4% 176,511 $44.8M
Procyon Advisors, LLC 2.20% Reduce 0.0% 176,478 $44.8M
Algert Global LLC 0.67% Add +4.2% 176,254 $44.7M
GTS Securities LLC 1.59% Reduce -29.5% 176,202 $44.7M
Sloy Dahl & Holst, LLC 6.12% Reduce -3.2% 175,566 $44.6M
BetterWealth, LLC 8.72% Add +32.6% 175,212 $44.5M
TRB Advisors LP 30.45% Add +14.4% 175,000 $44.4M
PKO Investment Management Joint-Stock Co 3.74% Reduce -5.9% 175,000 $44.4M
DSG Capital Advisors, LLC 7.10% Reduce -1.0% 174,889 $44.4M
Alta Capital Management LLC/ 3.43% Reduce -27.3% 174,443 $44.3M
Azzad Asset Management Inc. 4.47% Reduce -1.2% 174,291 $44.2M
Shared Vision Wealth Group LLC 18.04% Reduce -0.0% 174,276 $44.2M
Wedbush Fund Advisers, LLC 5.11% Add +2.5% 173,886 $44.1M
Baker Chad R 8.32% Reduce -2.8% 173,883 $44.1M
Fagan Associates, Inc. 6.13% Reduce -0.8% 173,699 $44.1M
Kintegral Advisory, LLC 4.17% Reduce -4.3% 173,487 $44.0M
Patriot Financial Group Insurance Agency, LLC 2.48% Add +123.6% 173,178 $44.0M
Westmount Partners, LLC 10.80% Add +1.6% 172,733 $43.8M
Spirepoint Private Client, LLC 4.16% Add +1.2% 172,126 $43.7M
Griffin Asset Management, Inc. 4.91% Reduce -1.6% 171,529 $43.5M
Nations Financial Group Inc, /Ia/ 2.24% Add +5.8% 171,512 $43.5M
Woodmont Investment Counsel LLC 2.68% Add +0.7% 171,186 $43.4M
MSH Capital Advisors LLC 9.17% Add +0.3% 170,789 $43.3M
K.J. Harrison & Partners Inc 7.12% Reduce -13.7% 170,472 $43.3M
Blue Trust, Inc. 0.49% Reduce -1.8% 170,335 $43.2M
Octavia Wealth Advisors, LLC 4.13% Reduce -5.5% 170,161 $43.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.63% Reduce -4.3% 169,804 $43.1M
Vantage Investment Partners, LLC 2.97% Reduce -0.2% 169,652 $43.1M
Aire Advisors, LLC 7.85% Reduce -0.8% 168,989 $42.9M
Advisor OS, LLC 3.10% Reduce -0.6% 168,837 $42.8M
MASTERINVEST Kapitalanlage GmbH 4.45% Add +1.3% 168,617 $42.8M
Unio Capital LLC 9.15% Add +1.9% 168,208 $42.7M
Trust Asset Management LLC 3.05% Reduce -0.0% 167,592 $42.5M
Laurel Oak Wealth Management, LLC 7.14% Add +2.8% 167,591 $42.5M
Perennial Investment Advisors, LLC 3.39% Add +2.3% 167,527 $42.5M
Arthur M. Cohen & Associates, LLC 7.56% Reduce -1.2% 166,319 $42.5M
Woodstock Corp. 3.78% Reduce -0.7% 167,486 $42.5M
Thompson Siegel & Walmsley LLC 0.75% Reduce -1.9% 167,389 $42.5M
Penserra Capital Management LLC 0.50% Add +0.5% 167,277 $42.5M
Alps Advisors Inc. 0.20% Reduce -5.8% 167,117 $42.4M
Confluence Wealth Services, Inc. 1.64% Reduce -0.3% 166,819 $42.3M
Koshinski Asset Management, Inc. 2.64% Add +1.0% 166,814 $42.3M
Howe & Rusling Inc. 2.76% Reduce -0.6% 166,518 $42.3M
Texas Capital Bank Wealth Management Services Inc 2.50% Reduce -1.7% 165,892 $42.1M
Edge Wealth Management LLC 7.19% Reduce -8.8% 165,715 $42.1M
Oxford Financial Group, LTD. LLC 2.26% Add +4.0% 165,575 $42.0M
Barr E S & Co. 2.44% Reduce -1.5% 165,276 $41.9M
Purpose Unlimited Inc. 1.75% Add +8.0% 165,236 $41.9M
DDD Partners, LLC 2.91% Add +0.5% 165,179 $41.9M
CoreCap Advisors, LLC 1.42% Reduce -0.9% 164,734 $41.8M
Cypress Wealth Services, LLC 5.90% Reduce -2.1% 164,551 $41.8M
Suncoast Equity Management 5.01% Reduce -2.9% 164,504 $41.7M
Dnca Finance 2.42% No change 164,500 $41.7M
Continuum Advisory, LLC 4.00% Add +11.3% 164,367 $41.7M
Kentucky Retirement Systems 3.05% Reduce -91.9% 74,284 $41.7M
Sand Hill Global Advisors, LLC 1.40% Add +14.3% 164,127 $41.7M
Bank of Hawaii 2.17% Reduce -1.7% 163,469 $41.5M
Bedell Frazier Investment Counselling, LLC 8.37% Add +1.2% 163,204 $41.4M
TD Private Client Wealth LLC 0.86% Add +29.5% 162,789 $41.3M
Hillsdale Investment Management Inc. 1.12% Add +10.4% 162,694 $41.3M
Cumberland Partners Ltd 3.13% Reduce -18.7% 162,591 $41.3M
Liontrust Investment Partners LLP 0.70% Add +22.9% 162,533 $41.2M
Douglas Lane & Associates, LLC 0.59% Reduce -1.6% 162,502 $41.2M
GHP Investment Advisors, Inc. 1.69% Reduce -0.5% 162,298 $41.2M
Goelzer Investment Management, Inc. 1.99% Add +4.0% 161,957 $41.1M
Grove Bank & Trust 4.64% Reduce -1.8% 161,553 $41.0M
Retirement Planning Group, LLC 1.27% Reduce -10.5% 161,459 $41.0M
PFG Advisors 1.99% Add +4.0% 161,272 $40.9M
Red Door Wealth Management, LLC 4.24% Reduce -0.3% 160,569 $40.8M
Kepler Cheuvreux (Suisse) SA 2.71% Reduce -7.2% 160,496 $40.7M
Bridgeway Capital Management, LLC 0.82% Add +1.7% 159,748 $40.5M
TCV Trust & Wealth Management, Inc. 3.40% Reduce -3.2% 159,713 $40.5M
Longbow Finance SA 7.34% Add +11.5% 159,624 $40.5M
Zullo Investment Group, Inc. 15.37% Reduce -1.1% 159,600 $40.5M
Miller Wealth Advisors, LLC 15.58% Reduce -1.2% 159,448 $40.5M
Cooper Financial Group 4.09% Add +3.4% 159,310 $40.4M
Renaissance Group LLC 1.68% Reduce -3.9% 158,501 $40.2M
Csenge Advisory Group 1.84% Add +0.3% 158,404 $40.2M
Mill Creek Capital Advisors, LLC 0.83% Add +6.2% 158,397 $40.2M
Synergy Asset Management, LLC 4.27% Reduce -14.1% 158,322 $40.2M
Winning Points Advisors, LLC 40.23% Reduce -1.6% 158,230 $40.2M
Lake Street Private Wealth, LLC 5.13% Reduce -7.0% 158,168 $40.1M
Checchi Capital Advisers, LLC 2.75% Reduce -2.5% 157,981 $40.1M
Knuff & Co LLC 12.04% Reduce -0.8% 157,489 $40.0M
ExodusPoint Capital Management, LP 0.40% Reduce -85.2% 157,422 $40.0M
Qtron Investments LLC 5.41% Reduce -1.3% 157,283 $39.9M
Godsey & Gibb, Inc. 3.47% Add +0.6% 157,149 $39.9M
Ascent Wealth Partners, LLC 4.63% Add +4.4% 156,850 $39.8M
Westchester Capital Management, Inc. 8.01% Reduce -0.1% 156,692 $39.8M
WealthPLAN Partners, LLC 7.68% Reduce -19.3% 156,423 $39.7M
Berger Financial Group, Inc 2.22% Reduce -2.8% 156,245 $39.7M
MayTech Global Investments, LLC 4.83% Reduce -0.8% 156,174 $39.6M
Taikang Asset Management (Hong Kong) Co Ltd 3.94% Reduce -25.1% 156,000 $39.6M
Winslow Asset Management Inc. 7.68% Reduce -3.8% 155,743 $39.5M
Buckley Wealth Management, LLC 10.06% Add +0.3% 155,318 $39.4M
NORTHSTAR ASSET MANAGEMENT Co 8.85% Reduce -1.7% 155,266 $39.4M
Oakworth Capital, Inc. 2.08% Add +0.6% 155,122 $39.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 3.51% Add +5.0% 154,732 $39.3M
WP Advisors, LLC 10.16% Reduce -0.5% 154,698 $39.3M
Sittner & Nelson, LLC 14.32% Reduce -8.1% 154,371 $39.2M
Greenwich Wealth Management LLC 1.60% Reduce -0.5% 154,238 $39.1M
Winthrop Advisory Group LLC 3.20% Reduce -1.6% 154,214 $39.1M
TradeWell Securities, LLC. 16.50% Reduce -2.4% 153,347 $39.1M
Wealth Architects, LLC 3.49% Reduce -6.1% 154,114 $39.1M
Waters Parkerson & Co., LLC 2.01% Reduce -3.0% 154,091 $39.1M
RMR Wealth Builders 3.08% Add +16.3% 154,071 $39.1M
FAS Wealth Partners, Inc. 2.43% Add +3.1% 153,887 $39.1M
Hardman Johnston Global Advisors LLC 1.85% Reduce -10.4% 153,836 $39.0M
Sawgrass Asset Management LLC 5.87% Reduce -2.7% 153,740 $39.0M
Benin Management CORP 8.77% Add +16.1% 153,712 $39.0M
Matrix Asset Advisors Inc. 3.57% Add +4.4% 153,271 $38.9M
Premier Path Wealth Partners, LLC 5.07% Add +0.6% 153,212 $38.9M
Teamwork Financial Advisors, LLC 4.32% Reduce -4.6% 153,051 $38.8M
Clough Capital Partners L P 3.75% Add +34.2% 152,956 $38.8M
Citizens National Bank Trust Department 6.46% Add +17.0% 152,949 $38.8M
First National Advisers, LLC 5.66% Reduce -6.3% 152,507 $38.7M
Frec Markets, Inc. 6.59% Add +61.3% 152,494 $38.7M
Segment Wealth Management, LLC 2.26% Add +0.3% 151,792 $38.5M
Terril Brothers, Inc. 10.55% Add +0.4% 151,666 $38.5M
Brevan Howard Capital Management LP 0.40% Reduce -44.7% 151,567 $38.5M
Kavar Capital Partners Group, LLC 4.82% Reduce -1.0% 151,533 $38.5M
Arete Wealth Advisors, LLC 2.88% Reduce -5.7% 151,546 $38.4M
West Branch Capital LLC 10.29% Add +0.3% 151,455 $38.4M
Schmidt P J Investment Management Inc. 6.45% Reduce -0.6% 151,229 $38.4M
Laurel Wealth Advisors LLC 3.79% Add +0.4% 130,782 $38.4M
Ramsay, Stattman, Vela & Price, Inc. 7.57% Reduce -9.1% 151,086 $38.3M
Ironwood Financial, llc 6.67% Reduce -3.5% 150,598 $38.2M
Lazari Capital Management, Inc. 13.39% Reduce -3.1% 150,570 $38.2M
Platform Technology Partners 7.37% Add +5.1% 150,464 $38.2M
Bennett Selby Investments LP 13.39% Add +0.1% 150,174 $38.1M
Northstar Group, Inc. 5.58% Reduce -2.3% 150,063 $38.1M
Foster Group, Inc. 1.13% Add +2.4% 150,060 $38.1M
Signal Advisors Wealth, LLC 2.61% Add +21.0% 150,029 $38.1M
Parcion Private Wealth LLC 2.36% Reduce -6.2% 149,998 $38.1M
Knollwood Investment Advisory, LLC 3.83% No change 149,835 $38.0M
Cozad Asset Management Inc. 2.98% Add +0.3% 149,688 $38.0M
Campbell Capital Management Inc. 18.07% Reduce -0.2% 148,940 $37.8M
Marex Group Ltd 0.39% Reduce -33.6% 148,902 $37.8M
Strategic Wealth Partners, Ltd. 2.62% Add +0.9% 148,882 $37.8M
King Wealth Management Group 4.72% Add +0.4% 148,829 $37.8M
Pennsylvania Capital Management Inc. 10.84% Reduce -1.2% 148,806 $37.8M
Saybrook Capital 10.17% Reduce -1.0% 148,776 $37.8M
Staley Capital Advisers Inc. 1.60% Reduce -1.1% 148,763 $37.8M
Progressive Investment Management Corp 9.96% Reduce -0.1% 148,702 $37.7M
Harbor Advisors LLC 5.44% No change 148,400 $37.7M
Avantax Planning Partners, Inc. 1.03% Add +0.4% 147,675 $37.5M
Cabot Wealth Management Inc. 4.31% Reduce -1.0% 147,567 $37.5M
Conway Capital Management, Inc. 17.48% Reduce -1.6% 147,233 $37.4M
Debussy Capital Management LP 5.16% Reduce -2.3% 147,173 $37.4M
Alta Park Capital, LP 6.00% New 147,004 $37.3M
Edgewood Management LLC 0.24% Reduce -13.2% 146,702 $37.2M
Sage Capital Advisors,llc 8.57% Reduce -0.4% 145,615 $37.0M
Advisory Alpha, LLC 1.01% Add +5.8% 145,417 $36.9M
Verition Fund Management LLC 0.38% Reduce -74.8% 145,420 $36.9M
Quent Capital, LLC 2.61% Reduce -3.3% 145,129 $36.8M
Journey Advisory Group, LLC 3.16% Reduce -1.8% 145,063 $36.8M
HighPoint Advisor Group LLC 1.54% Reduce -86.8% 144,806 $36.8M
Hilltop Holdings Inc. 3.34% Add +251.3% 144,764 $36.7M
Colonial Trust Co / SC 4.99% Reduce -3.3% 144,616 $36.7M
Quest Investment Management LLC 4.28% Reduce -2.7% 144,558 $36.7M
Strategic Planning Group, LLC 5.10% Reduce -17.2% 143,806 $36.5M
Postrock Partners LLC 16.86% Add +0.0% 143,624 $36.5M
Hunter Associates Investment Management LLC 4.82% Reduce -1.2% 143,501 $36.4M
Embree Financial Group 4.29% Add +4.7% 143,484 $36.4M
Marietta Investment Partners LLC 7.29% Reduce -0.3% 143,388 $36.4M
Leisure Capital Management 12.74% Reduce -1.0% 143,376 $36.4M
Money Concepts Capital Corp. 2.01% Add +0.9% 143,206 $36.3M
Lodestar Private Asset Management LLC 3.58% Reduce -0.6% 143,106 $36.3M
Kiley Juergens Wealth Management, LLC 6.41% Reduce -0.4% 142,802 $36.2M
SageGuard Financial Group, LLC 5.61% Reduce -1.6% 142,762 $36.2M
Smith, Moore & Co. 2.64% Reduce -1.6% 142,654 $36.2M
Evernest Financial Advisors, LLC 7.51% Add +0.1% 135,122 $36.2M
Facet Wealth, Inc. 0.63% Reduce -7.8% 142,391 $36.1M
Greatmark Investment Partners, Inc. 4.23% Reduce -0.2% 142,120 $36.1M
Capstone Financial Advisors, Inc. 1.94% Reduce -2.0% 142,016 $36.0M
Mengis Capital Management, Inc. 6.21% Reduce -0.1% 141,764 $36.0M
One Wealth Advisors, LLC 4.47% Reduce -5.3% 141,471 $35.9M
Traphagen Investment Advisors LLC 2.91% Add +2.1% 141,414 $35.9M
Everhart Financial Group, Inc. 3.05% Add +13.8% 141,157 $35.8M
S-Bank Fund Management Ltd 5.33% Reduce -15.5% 141,057 $35.8M
Greenwood Capital Associates LLC 3.94% Reduce -4.0% 141,056 $35.8M
Diversify Advisory Services, LLC 5.48% Reduce -62.7% 132,290 $35.7M
Rothschild Capital Partners, LLC 8.81% Reduce -3.6% 140,826 $35.7M
Callahan Advisors, LLC 2.98% Reduce -0.5% 140,543 $35.7M
Peachtree Investment Partners, LLC 13.56% Reduce -2.4% 140,163 $35.6M
Stembrook Asset Management, LLC 34.72% No change 139,703 $35.5M
Tiff Advisory Services, LLC 7.99% Reduce -19.7% 139,696 $35.5M
LVW Advisors, LLC 3.46% Reduce -0.8% 139,611 $35.4M
JLB & Associates Inc. 5.09% Reduce -3.5% 139,559 $35.4M
MJP Associates Inc. 4.30% Reduce -5.3% 139,514 $35.4M
Kathmere Capital Management, LLC 2.20% Add +11.2% 139,491 $35.4M
Buffalo Business & Estate Services Ltd. 5.14% Add +1.7% 139,489 $35.4M
Augustine Asset Management Inc. 7.93% Add +0.1% 138,729 $35.2M
Lanark Financial, Inc. 2.64% Reduce -2.8% 138,714 $35.2M
NatWest Group plc 7.61% Add +4.0% 138,681 $35.2M
Bluespring Wealth Management, LLC 3.02% Add +0.5% 138,293 $35.1M
Whalerock Point Partners, LLC 7.03% Reduce -0.0% 138,175 $35.1M
Magnus Financial Group LLC 2.87% Reduce -6.1% 138,089 $35.0M
Cigna Investments Inc. 5.43% Reduce -2.4% 137,777 $35.0M
Personal Cfo Solutions, LLC 4.91% Reduce -2.2% 137,617 $34.9M
Howard Financial Services, LTD. 3.93% Add +5.5% 137,531 $34.9M
Kidder Stephen W 10.26% Reduce -0.4% 137,468 $34.9M
Defiance ETFs, LLC 0.50% Add +0.1% 137,467 $34.9M
Tamar Securities, LLC 3.74% Add +0.7% 137,184 $34.8M
Semus Wealth Partners LLC 19.41% Reduce -0.8% 136,878 $34.7M
Martin Capital Advisors, LLP 21.87% Reduce -4.6% 136,456 $34.6M
Westerkirk Capital Inc. 3.72% Reduce -5.1% 136,146 $34.6M
Steele Capital Management, Inc. 1.43% Add +4.5% 136,131 $34.5M
RVW Wealth, LLC 2.69% Add +1.0% 135,988 $34.5M
Princeton Capital Management LLC 9.40% Reduce -2.8% 135,724 $34.4M
Rockline Wealth Management, LLC 7.48% Reduce -3.8% 135,615 $34.4M
Clarity Wealth Advisors, LLC 7.07% Reduce -1.0% 135,434 $34.4M
Sandbox Financial Partners, LLC 9.66% Reduce -3.6% 135,362 $34.4M
Private Trust Co. NA 3.07% Reduce -1.5% 135,212 $34.3M
Wedgewood Partners Inc. 7.08% Reduce -5.5% 135,128 $34.3M
Stonebridge Financial Group, LLC 2.82% Reduce -1.2% 135,025 $34.3M
Bogart Wealth, LLC 1.32% Add +0.6% 134,963 $34.3M
Hardy Reed LLC 2.50% Add +0.0% 134,831 $34.2M
Vision Retirement, LLC 9.73% Reduce -0.2% 134,763 $34.2M
Cove Private Wealth, LLC 7.80% Add +13.6% 134,709 $34.2M
Schnieders Capital Management, Llc. 5.46% Add +1.9% 134,668 $34.2M
Patton Albertson Miller Group, LLC 4.05% Reduce -0.2% 134,497 $34.1M
Sanders Morris Harris LLC 5.51% New 134,159 $34.0M
PDS Planning, Inc 2.24% Add +2.7% 134,089 $34.0M
Missouri Trust & Investment Co 9.98% Add +0.0% 133,979 $34.0M
Moneco Advisors, LLC 2.63% Add +2.4% 133,792 $34.0M
Jamison Private Wealth Management, Inc. 4.26% Reduce -0.3% 133,791 $34.0M
1ST Source Bank 1.75% Reduce -0.4% 133,605 $33.9M
Root Financial Partners, LLC 1.57% Add +1.8% 133,545 $33.9M
Allen Mooney & Barnes Investment Advisors LLC 4.87% Add +1.1% 133,483 $33.9M
Bensler, LLC 3.49% Reduce -4.9% 133,392 $33.9M
MainStreet Investment Advisors LLC 5.09% Reduce -4.8% 133,339 $33.8M
Hayek Kallen Investment Management 11.02% New 133,326 $33.8M
JB Capital LLC 1.37% Add +1.0% 133,202 $33.8M
RPG Investment Advisory, LLC 4.07% Add +1.5% 132,982 $33.7M
Sterling Investment Advisors, Ltd. 6.09% Reduce -1.7% 132,495 $33.6M
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 5.00% Add +69.9% 132,370 $33.6M
Pettyjohn, Wood & White, Inc. 5.34% Reduce -0.6% 132,198 $33.6M
StoneX Group Inc. 1.80% Reduce -27.2% 131,729 $33.4M
Shepherd Financial Partners LLC 3.17% Reduce -1.2% 131,636 $33.4M
Harris Associates (Oakmark Funds) 0.04% Reduce -1.2% 131,541 $33.4M
Tyche Wealth Partners LLC 5.15% Add +0.2% 131,533 $33.4M
Meiji Yasuda Life Insurance Co 1.14% Reduce -2.8% 131,431 $33.4M
Linscomb Wealth, Inc. 1.48% Reduce -17.0% 130,874 $33.2M
Smithbridge Asset Management Inc. 4.92% Reduce -41.4% 130,729 $33.2M
Brick & Kyle, Associates 10.94% Add +126.3% 130,619 $33.1M
Simmons Bank 2.22% Add +1.7% 130,494 $33.1M
Intrust Bank NA 2.69% Add +4.8% 130,246 $33.1M
Barlow Wealth Partners, LLC 3.67% Add +0.1% 122,235 $33.0M
Schwarz Dygos Wheeler Investment Advisors LLC 6.85% Reduce -1.0% 130,120 $33.0M
Inscription Capital, LLC 3.47% Reduce -1.5% 130,119 $33.0M
Burling Wealth Partners, LLC 5.34% Add +0.6% 130,018 $33.0M
Anchor Investment Management, LLC 2.75% Reduce -0.6% 129,905 $33.0M
Mechanics Bank Trust Department 4.55% Reduce -0.1% 129,597 $32.9M
Rowlandmiller & Partners.adv 6.67% Reduce -3.1% 129,559 $32.9M
Stratos Investment Management, LLC 1.32% Add +4.1% 129,412 $32.8M
Resolute Wealth Strategies, LLC 14.12% Add +1.7% 128,935 $32.7M
GLOBALT Investments LLC / GA 1.17% Add +5.8% 128,801 $32.7M
Front Row Advisors LLC 11.05% Reduce -0.6% 128,757 $32.7M
Founders Financial Alliance, LLC 5.88% Reduce -2.6% 128,602 $32.6M
Hills Bank & Trust Co 1.57% Add +0.3% 128,289 $32.6M
Condor Capital Management 2.72% Reduce -2.1% 128,153 $32.5M
Bourne Lent Asset Management Inc. 11.95% Reduce -0.4% 128,141 $32.5M
Canal Capital Management, LLC 4.40% Reduce -0.0% 128,014 $32.5M
Sustainable Insight Capital Management, LLC 10.91% Add +35.9% 127,987 $32.5M
Wallington Asset Management, LLC 4.31% Reduce -4.1% 127,866 $32.5M
Intesa Sanpaolo S.p.A. 2.03% Add +18.3% 127,842 $32.4M
Vancity Investment Management Ltd 5.15% Reduce -5.3% 127,787 $32.4M
Oak Asset Management, LLC 11.16% Reduce -1.7% 127,661 $32.4M
GDS Wealth Management 1.94% Add +6.0% 127,539 $32.4M
RFP Financial Group LLC 17.59% Reduce -2.3% 127,534 $32.4M
Atwood & Palmer Inc. 1.82% Add +1.4% 127,381 $32.3M
Parthenon LLC 3.69% Reduce -1.3% 127,221 $32.3M
Regal Investment Advisors LLC 1.87% Reduce -0.2% 127,198 $32.3M
Accurate Wealth Management, LLC 3.88% Add +8.1% 123,799 $32.2M
Chickasaw Capital Management LLC 1.14% Reduce -0.8% 126,751 $32.2M
Sunbelt Securities, Inc. 2.02% Add +0.8% 126,284 $32.0M
DE Burlo Group Inc. 7.26% Reduce -1.9% 126,232 $32.0M
San Luis Wealth Advisors LLC 5.29% Reduce -0.4% 125,928 $32.0M
Capital Investment Advisory Services, LLC 2.33% Reduce -16.9% 125,718 $31.9M
Legacy Trust 6.10% Add +1.0% 125,520 $31.9M
TCI Wealth Advisors, Inc. 1.68% Reduce -3.1% 124,802 $31.7M
Tradition Wealth Management, LLC 2.25% Add +2.3% 124,738 $31.7M
South Street Advisors LLC 4.58% Reduce -0.3% 124,509 $31.6M
1776 Wealth LLC 12.42% Add +0.2% 124,496 $31.6M
Creative Financial Designs Inc. 1.92% Reduce -0.3% 124,430 $31.6M
Draper Asset Management, LLC 18.01% Reduce -0.6% 124,228 $31.5M
Mark Asset Management LP 4.18% Add +24.6% 124,120 $31.5M
Regatta Capital Group, LLC 4.76% Reduce -10.8% 124,009 $31.5M
Mirador Capital Partners LP 4.45% Add +10.5% 123,822 $31.4M
Verity & Verity, LLC 2.34% Reduce -0.3% 123,633 $31.4M
CCM Investment Advisers LLC 3.00% Reduce -1.8% 123,594 $31.4M
Marietta Wealth Management, LLC 3.72% Add +0.5% 123,490 $31.3M
Zevin Asset Management LLC 4.33% Reduce -2.8% 123,393 $31.3M
Monograph Wealth Advisors, LLC 2.97% Add +15.6% 123,385 $31.3M
Waterloo Capital, L.P. 2.20% Reduce -11.7% 123,320 $31.3M
RNC Capital Management LLC 1.37% Add +2.2% 123,195 $31.3M
Oak Harvest Investment Services 3.26% Reduce -0.3% 123,189 $31.3M
Catalyst Financial Partners LLC 3.68% Add +9.0% 122,851 $31.2M
Sovran Advisors, LLC 2.45% Add +11.1% 114,881 $31.2M
Perennial Advisors, LLC 5.34% Add +0.5% 122,546 $31.1M
Golden State Wealth Management, LLC 3.39% Reduce -2.6% 122,330 $31.0M
Alley Investment Management Company, LLC 3.78% Reduce -0.6% 122,127 $31.0M
Mitchell McLeod Pugh & Williams Inc. 4.57% Add +0.1% 122,000 $31.0M
Legacy Advisors, LLC 3.65% Reduce -3.6% 121,995 $31.0M
Pioneer Trust Bank N A 7.50% Add +1.1% 121,820 $30.9M
First Financial Bank - Trust Division 2.49% Reduce -0.7% 121,784 $30.9M
NWF Advisory Services Inc. 3.49% Reduce -7.1% 121,668 $30.9M
Ironwood Investment Counsel, LLC 4.45% Reduce -0.9% 121,640 $30.9M
Hamilton Wealth, LLC 6.00% Add +1.2% 121,478 $30.8M
Old Mission Investment Co LLC 7.20% Add +2.5% 121,304 $30.8M
Plancorp, LLC 0.88% Add +1.5% 118,161 $30.8M
Monetary Management Group Inc. 7.33% Reduce -0.4% 121,002 $30.7M
Parr McKnight Wealth Management Group, LLC 4.02% Add +2.1% 120,972 $30.7M
Southland Equity Partners LLC 5.98% Reduce -1.0% 120,880 $30.7M
GAMCO Investors 0.30% Add +6.1% 120,827 $30.7M
McKinley Carter Wealth Services, Inc. 1.77% Reduce -7.6% 120,788 $30.7M
Keel Point, LLC 2.05% Reduce -15.1% 120,688 $30.6M
Brandywine Oak Private Wealth LLC 2.57% Reduce -1.4% 120,533 $30.6M
American Money Management, LLC 4.84% Reduce -1.6% 120,408 $30.6M
Proem Advisors LLC 10.06% New 120,000 $30.5M
RBF Capital, LLC 1.50% No change 120,000 $30.5M
Werba Rubin Papier Wealth Management 4.24% New 119,898 $30.4M
Integrated Financial Solutions, Inc. 21.13% Add +2.5% 120,008 $30.4M
RKL Wealth Management LLC 2.74% Reduce -4.6% 119,881 $30.4M
Strategic Blueprint, LLC 1.77% Add +0.9% 119,814 $30.4M
Bison Wealth, LLC 2.95% Add +28.1% 101,586 $30.4M
Abner Herrman & Brock LLC 3.35% Add +0.6% 119,556 $30.3M
CFO4Life Group, LLC 4.62% Reduce -4.3% 119,496 $30.3M
Quantum Financial Advisors, LLC 3.40% Add +0.9% 119,454 $30.3M
Institute for Wealth Management, LLC. 3.25% Reduce -2.6% 119,375 $30.3M
BOCHK Asset Management Ltd 6.27% Add +466.8% 119,300 $30.3M
Leo Wealth, LLC 2.20% Reduce -4.0% 119,197 $30.3M
one8zero8, LLC 6.74% Reduce -1.3% 119,168 $30.2M
First Western Trust Bank 1.52% Add +1.5% 118,825 $30.2M
CHICAGO TRUST Co NA 4.86% Reduce -4.0% 118,687 $30.1M
Denali Advisors LLC 3.34% Add +0.2% 118,540 $30.1M
TriaGen Wealth Management LLC 8.21% Reduce -31.0% 118,442 $30.1M
AdvisorNet Financial, Inc 1.55% Reduce -1.6% 118,039 $30.0M
James J. Burns & Company, LLC 4.06% Add +0.4% 117,827 $29.9M
Ibex Wealth Advisors 2.78% Add +3.7% 117,630 $29.9M
United Bank 3.82% Reduce -2.3% 117,504 $29.8M
Trifecta Capital Advisors, LLC 4.61% Add +0.6% 117,454 $29.8M
Broderick Brian C 5.49% Add +4.1% 117,248 $29.8M
GW&K Investment Management, LLC 0.26% Reduce -1.3% 117,169 $29.7M
Aventura Private Wealth, LLC 10.86% Reduce -1.7% 117,060 $29.7M
SevenBridge Financial Group, LLC 4.65% Reduce -4.0% 108,746 $29.7M
Hutchinson Capital Management 5.46% Reduce -1.5% 117,025 $29.7M
Icon Wealth Advisors, LLC 1.93% Reduce -13.7% 109,914 $29.7M
Jackson Square Capital, LLC 6.21% Add +0.2% 116,683 $29.6M
Activest Wealth Management 5.20% Reduce -6.7% 116,620 $29.6M
McGuire Investment Group, LLC 3.34% Reduce -0.4% 116,601 $29.6M
Signet Financial Management, LLC 3.32% Add +0.8% 116,580 $29.6M
Beck Mack & Oliver LLC 0.61% Reduce -0.8% 116,517 $29.6M
Wealth Enhancement Trust Services, Inc. 3.58% Add +5.1% 116,423 $29.5M
Legacy Capital Group California, Inc. 11.24% Reduce -8.2% 116,370 $29.5M
Te Ahumairangi Investment Management Ltd 4.94% Add +9.5% 116,262 $29.5M
Independence Bank of Kentucky 3.73% Reduce -2.9% 116,073 $29.5M
Connecticut Wealth Management, LLC 1.23% Add +0.3% 115,990 $29.4M
Sax Wealth Advisors, LLC 1.43% Reduce -6.0% 108,157 $29.4M
Natural Investments, LLC 7.24% Add +19.8% 115,627 $29.3M
Holderness Investments Co. 5.87% Reduce -0.1% 115,268 $29.3M
First National Bank & Trust Co. of Newtown 6.31% Reduce -17.0% 115,232 $29.2M
RPS Advisory Solutions LLC 16.57% Reduce -0.8% 115,135 $29.2M
XML Financial, LLC 2.36% Reduce -0.2% 115,126 $29.2M
NTV Asset Management LLC 3.21% Reduce -3.8% 115,034 $29.2M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 6.85% Reduce -0.7% 114,974 $29.2M
James Investment Research, Inc. 3.27% Reduce -7.3% 114,759 $29.1M
Canandaigua National Corp. 2.60% — 114,551 $29.1M
New Hampshire Trust 5.86% Reduce -1.2% 114,432 $29.0M
First Long Island Investors, LLC 2.35% Add +58.4% 114,242 $29.0M
Hohimer Wealth Management, LLC 3.57% Add +61.7% 114,238 $29.0M
Cornerstone Advisory, LLC 2.75% Add +0.1% 114,217 $29.0M
Peak Asset Management, LLC 5.11% Reduce -1.5% 114,124 $29.0M
Focused Wealth Management, Inc 3.02% Add +6.6% 114,063 $28.9M
Members Trust Co 0.96% Reduce -0.4% 113,899 $28.9M
Sander Capital Advisors Inc. 16.71% Reduce -0.1% 113,716 $28.9M
Family Manage LLC 3.46% Reduce -0.8% 113,630 $28.8M
Perpetual Ltd 0.44% Add +6.0% 113,403 $28.8M
Westover Capital Advisors, LLC 5.30% Add +2.7% 113,402 $28.8M
Private Wealth Asset Management, LLC 3.07% Add +5.9% 113,260 $28.7M
Concentrum Wealth Management 8.47% Add +6.2% 113,034 $28.7M
Oak Associates Ltd. 1.93% No change 112,894 $28.7M
Arjuna Capital 7.28% Add +2.9% 112,874 $28.6M
Unisphere Establishment 0.24% Add +15.5% 112,800 $28.6M
Allen Capital Group, LLC 2.58% Add +2.8% 112,681 $28.6M
Mitchell Capital Management Co. 5.24% Reduce -0.3% 112,616 $28.6M
Seek First Inc. 20.13% Reduce -4.0% 112,539 $28.6M
Bellecapital International Ltd. 5.15% Reduce -2.1% 112,489 $28.5M
Silver Oak Securities, Incorporated 2.09% Reduce -8.5% 112,457 $28.5M
Claret Asset Management Corp 3.43% Reduce -1.1% 112,418 $28.5M
Foster Victor Wealth Advisors, LLC 1.63% Add +68.2% 110,161 $28.5M
Saratoga Research & Investment Management 1.61% Reduce -3.1% 111,983 $28.4M
Indivisible Partners 2.51% Add +28.1% 111,916 $28.4M
Liberty Wealth Management LLC 3.54% Reduce -4.4% 111,781 $28.4M
Security National Bank 4.13% Reduce -0.7% 111,575 $28.3M
Sierra Summit Advisors LLC 4.11% Add +13.7% 111,560 $28.3M
Gilliland Jeter Wealth Management LLC 8.39% Reduce -0.7% 111,533 $28.3M
Clark Asset Management, LLC 2.66% Add +10.8% 111,416 $28.3M
Nicholas Hoffman & Company, LLC. 0.65% Reduce -0.9% 111,360 $28.3M
Steadfast Capital Management LP 1.06% New 111,260 $28.2M
Norman Fields, Gottscho Capital Management, LLC 9.32% Reduce -4.0% 111,037 $28.2M
Marks Group Wealth Management, Inc 2.72% Reduce -4.6% 110,979 $28.2M
Jacobi Capital Management LLC 1.57% Add +3.8% 110,977 $28.2M
BSW Wealth Partners 3.43% Add +14.4% 110,785 $28.1M
Clarity Financial LLC 3.06% Add +559.0% 110,740 $28.1M
Moody National Bank Trust Division 2.68% Reduce -0.1% 110,721 $28.1M
Himalaya Capital Management 0.88% No change 110,600 $28.1M
Brown Miller Wealth Management, LLC 7.97% Add +0.4% 110,431 $28.0M
MCF Advisors LLC 1.23% Add +22.4% 110,331 $28.0M
Kelly Lawrence W & Associates Inc. 7.95% Reduce -6.9% 110,244 $28.0M
Waldron Private Wealth LLC 1.09% Reduce -2.0% 110,142 $28.0M
Sigma Investment Counselors Inc. 1.47% Reduce -6.8% 109,912 $27.9M
Main Street Financial Solutions, LLC 2.03% Add +2.2% 109,644 $27.8M
Scott & Selber, Inc. 7.18% Reduce -0.2% 109,619 $27.8M
Covington Investment Advisors Inc. 4.09% Reduce -6.2% 109,591 $27.8M
Resonant Capital Advisors, LLC 1.46% Add +10.0% 109,584 $27.8M
Zions Bancorporation, National Association 1.79% Reduce -41.7% 109,383 $27.8M
Wellington Shields & Co., LLC 7.06% Reduce -1.0% 109,187 $27.7M
Legacy Wealth Management, LLC / MS 7.90% Reduce -0.4% 109,185 $27.7M
Willis Investment Counsel 1.51% Reduce -0.4% 109,136 $27.7M
Stockman Wealth Management, Inc. 3.06% Add +3.1% 108,889 $27.6M
Potentia Wealth 10.66% Add +15.8% 108,824 $27.6M
Farmers Trust Co. 4.33% Add +8.9% 108,703 $27.6M
Cypress Asset Management Inc. 6.39% Reduce -1.9% 108,577 $27.6M
Cardiff Park Advisors, LLC 2.20% Reduce -4.3% 108,549 $27.5M
Rockport Wealth LLC 5.01% Add +38.4% 108,410 $27.5M
Clearstead Trust, LLC 4.48% Reduce -0.3% 108,285 $27.5M
Copeland Capital Management, LLC 0.61% Add +25.8% 108,275 $27.5M
Graves Light Lenhart Wealth, Inc. 2.85% Reduce -0.2% 108,058 $27.4M
Decatur Capital Management, Inc. 12.54% Reduce -1.5% 107,984 $27.4M
Regent Peak Wealth Advisors LLC 5.58% Reduce -1.4% 107,858 $27.4M
Mystic Asset Management, Inc. 6.34% Reduce -3.4% 107,842 $27.4M
Plimoth Trust Co. LLC 6.11% Add +1.6% 107,787 $27.4M
Altfest L J & Co. Inc. 2.92% Add +12.7% 107,743 $27.3M
Guardian Wealth Advisors, LLC / NC 1.74% Reduce -4.0% 107,707 $27.3M
Essex Bank 6.04% Reduce -2.6% 107,599 $27.3M
Sierra Capital LLC 2.97% Reduce -2.3% 107,450 $27.3M
Diversified Enterprises, LLC 1.49% Add +4.8% 107,412 $27.3M
Simplicity Wealth,LLC 1.54% Add +4.9% 107,322 $27.2M
Winch Advisory Services, LLC 6.22% Reduce -1.4% 107,320 $27.2M
Lester Murray Antman dba SimplyRich 6.96% Reduce -0.1% 107,245 $27.2M
Valicenti Advisory Services Inc. 5.93% Reduce -2.8% 107,196 $27.2M
Moss Adams Wealth Advisors LLC 1.99% Add +3.5% 107,100 $27.2M
Asset One Wealth Management LLC 3.00% Add +75.4% 101,971 $27.1M
OMC Financial Services LTD 10.51% Reduce -7.1% 106,872 $27.1M
Ellis Investment Partners, LLC 4.70% Add +11.2% 106,687 $27.1M
Summit Global Investments 1.60% Add +0.1% 106,644 $27.1M
L & S Advisors Inc 3.40% Reduce -14.4% 106,522 $27.0M
Onex Canada Asset Management Inc. 4.50% Reduce -4.1% 106,485 $27.0M
Wellington Shields Capital Management, LLC 4.05% Reduce -10.0% 106,370 $27.0M
Weil Company, Inc. 6.05% Reduce -0.9% 106,084 $26.9M
Quantum Private Wealth, LLC 8.32% Reduce -0.1% 106,071 $26.9M
Meiji Yasuda America Inc 6.65% Reduce -1.4% 106,048 $26.9M
Huntleigh Advisors, Inc. 4.60% Reduce -4.9% 106,012 $26.9M
Fairview Capital Investment Management, LLC 1.46% Add +43.3% 106,010 $26.9M
Wilmar Advisors LLC 23.26% No change 106,000 $26.9M
Brookwood Investment Group LLC 3.42% Reduce -9.3% 105,581 $26.8M
Canvas Wealth Advisors, LLC 4.55% Reduce -0.6% 105,520 $26.8M
Dale Q Rice Investment Management Ltd 20.27% Reduce -0.1% 105,421 $26.8M
Garde Capital, Inc. 1.60% Reduce -21.2% 105,333 $26.7M
Harrell Investment Partners, LLC 6.36% Reduce -1.9% 105,108 $26.7M
Crewe Advisors LLC 2.28% Add +2.3% 105,084 $26.7M
Villere St Denis J & Co. LLC 3.01% Add +24.4% 105,058 $26.7M
Diamant Asset Management, Inc. 19.39% Add +24974.3% 26,614,323 $26.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.51% Reduce -4.3% 104,760 $26.6M
Archford Capital Strategies, LLC 3.04% Add +2.6% 104,586 $26.5M
Strait & Sound Wealth Management LLC 10.12% Reduce -9.8% 104,504 $26.5M
Blue Zone Wealth Advisors, LLC 5.38% Add +39.1% 104,265 $26.5M
HORAN Wealth, LLC 2.51% Reduce -0.2% 102,417 $26.4M
TTP Investments, Inc. 11.02% Reduce -4.4% 104,095 $26.4M
Valley National Advisers Inc. 3.42% Reduce -1.4% 104,090 $26.4M
Trust Point Inc. 2.29% Reduce -0.5% 104,058 $26.4M
LSV Asset Management 0.06% Add +0.5% 103,714 $26.3M
Oxbow Advisors, LLC 2.27% Reduce -19.0% 103,605 $26.3M
Ignite Planners, LLC 4.06% Add +0.7% 103,574 $26.3M
Key Financial Inc 4.67% Add +6.5% 103,472 $26.3M
Elk River Wealth Management LLC 4.35% Add +1.8% 103,328 $26.2M
Firetrail Investments PTY Ltd. 8.94% Add +1.3% 103,230 $26.2M
Prestige Wealth Management Group LLC 5.15% Reduce -0.5% 103,290 $26.2M
Trustmark Bank Trust Department 1.68% Reduce -2.8% 103,266 $26.2M
Symmetry Partners, LLC 1.50% Reduce -1.1% 103,197 $26.2M
Bill Few Associates, Inc. 6.28% Add +11.6% 103,170 $26.2M
Naviter Wealth, LLC 3.26% Add +3.5% 102,986 $26.1M
Stenger Family Office, LLC 4.61% Add +8.8% 102,851 $26.1M
Capital International Ltd. 0.97% Reduce -2.9% 102,816 $26.1M
Wittenberg Investment Management, Inc. 9.74% Reduce -1.8% 102,778 $26.1M
FourThought Financial Partners, LLC 2.25% Reduce -5.0% 102,703 $26.1M
Perkins Coie Trust Co 5.01% Add +0.8% 102,631 $26.0M
Richard Bernstein Advisors LLC 0.75% Reduce -3.7% 102,435 $26.0M
Farmers National Bank 5.73% Add +2.6% 102,387 $26.0M
Kintra Wealth, LLC 1.84% Add +230.3% 102,304 $26.0M
Overbrook Management Corp 4.90% Reduce -2.3% 102,267 $26.0M
Alexander Labrunerie & Co., Inc. 9.78% Reduce -1.3% 102,142 $25.9M
Mirabaud & Cie SA 10.53% Reduce -7.0% 101,986 $25.9M
Community Financial Services Group, LLC 4.56% Add +3.1% 101,247 $25.9M
Clean Yield Group 7.27% Reduce -0.3% 101,762 $25.8M
Cornell Pochily Investment Advisors, Inc. 7.57% Reduce -2.7% 101,596 $25.8M
Alchemi Wealth, LLC 14.29% Reduce -2.2% 101,440 $25.7M
Peddock Capital Advisors, LLC 5.68% Reduce -1.6% 101,404 $25.7M
Nadler Financial Group, Inc. 2.48% Reduce -3.5% 101,258 $25.7M
Zuckerman Investment Group, LLC 2.42% Add +4.4% 100,958 $25.6M
Strategic Investment Advisors / MI 1.77% Add +36.0% 100,915 $25.6M
Brady Family Wealth, LLC 7.98% Add +0.3% 100,818 $25.6M
Arcadia Investment Management Corp. 4.38% Reduce -1.3% 100,808 $25.6M
Arbejdsmarkedets Tillaegspension 0.64% Add +3759.2% 100,686 $25.6M
Portfolio Design Labs, LLC 4.54% Reduce -13.1% 100,667 $25.5M
Hamilton Point Investment Advisors, LLC 3.94% Reduce -0.5% 100,630 $25.5M
Great Lakes Retirement, Inc. 2.64% Reduce -1.5% 100,564 $25.5M
Hilton Capital Management, LLC 1.93% Add +1.4% 100,505 $25.5M
Strategic Wealth Investment Group, LLC 3.23% Reduce -0.9% 100,409 $25.5M
Blume Capital Management, Inc. 4.34% Reduce -1.3% 100,330 $25.5M
Navalign, LLC 6.42% Reduce -0.8% 100,276 $25.4M
Beverly Hills Private Wealth, LLC 4.30% Add +1.0% 100,244 $25.4M
Supplemental Annuity Collective Trust of NJ 7.16% Reduce -10.7% 100,050 $25.4M
Townsquare Capital LLC 5.72% Add +6.5% 100,032 $25.4M
7G Capital Management, LLC 15.12% No change 100,000 $25.4M
Atwater Malick LLC 6.85% Reduce -2.3% 99,860 $25.3M
180 Wealth Advisors, LLC 2.88% Reduce -0.2% 99,690 $25.3M
Fulcrum Capital LLC 5.49% Reduce -1.5% 99,606 $25.3M
TRUE Private Wealth Advisors 2.41% Reduce -5.5% 99,540 $25.3M
Channel Wealth LLC 6.11% Add +56.2% 99,426 $25.2M
Tema ETFs LLC 1.69% Add +11.4% 99,352 $25.2M
Quadcap Wealth Management, LLC 2.87% Reduce -1.3% 99,288 $25.2M
JFS Wealth Advisors, LLC 1.41% Reduce -0.8% 99,225 $25.2M
W1M Asset Management Ltd 0.27% Reduce -10.0% 99,248 $25.2M
EagleClaw Capital Managment, LLC 3.53% Add +12.8% 99,210 $25.2M
City Holding Co. 3.14% Reduce -1.1% 99,036 $25.1M
Ninety One SA (Pty) Ltd 1.08% Add +7.4% 100,105 $25.1M
Summit Wealth Group LLC / Co. 2.63% Add +82.5% 98,361 $25.0M
Financial Partners Group, Inc 2.98% Reduce -0.8% 98,290 $24.9M
Harvey Capital Management Inc. 5.67% Reduce -0.1% 98,028 $24.9M
McLean Asset Management Corp 4.35% Add +0.2% 97,935 $24.9M
Oasis Advisors, LLC 4.88% Add +2093.9% 97,740 $24.8M
Claro Advisors Inc. 2.98% Add +9.9% 97,621 $24.8M
Guardian Partners Inc. 2.06% Reduce -7.5% 97,376 $24.8M
Aprio Wealth Management, LLC 1.35% Add +2.2% 97,552 $24.8M
Robinhood Asset Management, LLC 1.79% Add +17.2% 97,500 $24.7M
Marble Wealth, LLC 4.33% Reduce -20.3% 97,442 $24.7M
Orange Investment Advisors, Inc. 3.19% Reduce -12.9% 96,843 $24.6M
Skylands Capital, LLC 3.22% Reduce -0.5% 96,795 $24.6M
Centiva Capital, LP 1.15% Add +504.9% 96,634 $24.5M
Whale Rock Capital Management 0.32% New 96,613 $24.5M
TigerOak Management, L.L.C. 7.71% Reduce -0.7% 96,416 $24.5M
Jeppson Wealth Management, LLC 7.66% Reduce -0.3% 96,329 $24.4M
Motco 2.26% Reduce -2.2% 96,292 $24.4M
Manske Wealth Management 6.85% Reduce -3.3% 96,289 $24.4M
Trust Co of the South 3.92% Add +2.9% 96,158 $24.4M
Nwi Management LP 1.49% No change 96,100 $24.4M
GSG Advisors LLC 6.33% Reduce -5.7% 96,042 $24.4M
Sowa Financial Group, Inc. 12.06% Reduce -2.8% 95,899 $24.3M
Romano Brothers and Company 2.77% Reduce -2.2% 95,882 $24.3M
Grandfield & Dodd, LLC 1.37% Reduce -0.2% 95,697 $24.3M
Tufton Capital Management 4.41% Reduce -5.1% 95,460 $24.2M
Mezzasalma Advisors, LLC 6.20% Add +1.8% 95,431 $24.2M
Paulson Wealth Management Inc. 5.67% Reduce -0.2% 95,321 $24.2M
Professional Advisory Services Inc. 3.04% Add +1.0% 95,223 $24.2M
Horiko Capital Management LLC 5.57% Reduce -19.4% 95,599 $24.1M
Alight Capital Management LP 7.02% Add +280.0% 95,000 $24.1M
Bearing Point Capital, LLC 3.77% Reduce -1.7% 94,727 $24.0M
Churchill Financial Advisors, LLC 5.05% Add +50.0% 94,647 $24.0M
BIP Wealth, LLC 0.98% Reduce -11.7% 94,634 $24.0M
Foster Dykema Cabot & Partners, LLC 1.52% Reduce -1.8% 94,336 $23.9M
Accent Capital Management, LLC 11.60% Reduce -1.2% 94,332 $23.9M
MBL Wealth, LLC 1.81% Reduce -8.1% 94,269 $23.9M
Nelson Capital Management, LLC 2.92% Reduce -1.8% 94,170 $23.9M
Cambient Family Office, LLC 3.33% Add +9.8% 94,025 $23.9M
Levin Capital Strategies, L.P. 1.81% Add +7.2% 93,973 $23.8M
Sound Income Strategies, LLC 1.15% Add +1.9% 93,151 $23.8M
Wernau Asset Management Inc. 24.72% Add +0.0% 93,626 $23.8M
Meridian Wealth Advisors, LLC 3.14% Reduce -1.6% 93,479 $23.7M
Onyx Bridge Wealth Group LLC 2.55% Reduce -3.0% 93,432 $23.7M
Peterson Wealth Services 5.86% Add +0.5% 93,407 $23.7M
Northside Capital Management, LLC 2.08% Reduce -1.2% 93,344 $23.7M
Chokshi & Queen Wealth Advisors, Inc 12.63% Add +1.8% 93,156 $23.6M
Ables, Iannone, Moore & Associates, Inc. 14.06% Reduce -2.9% 93,133 $23.6M
bLong Financial, LLC 17.87% Reduce -0.7% 93,116 $23.6M
Cordatus Wealth Management LLC 5.62% Reduce -3.6% 93,046 $23.6M
Miramontes Capital, LLC 8.17% Reduce -0.8% 92,857 $23.6M
Loomis Sayles & Co. L P 0.03% Add +26.7% 92,734 $23.5M
Millennium Capital Advisors, LLC 14.47% Reduce -0.3% 92,658 $23.5M
Riversedge Advisors, LLC 3.80% Reduce -1.9% 92,530 $23.5M
Westside Investment Management, Inc. 3.60% Add +8.9% 92,069 $23.5M
Roberts Wealth Advisors, LLC 5.96% Add +5.3% 92,437 $23.5M
Central Bank & Trust Co. 3.67% Add +2.2% 92,138 $23.4M
Pinnacle Wealth Planning Services, Inc. 2.41% Reduce -0.9% 92,065 $23.4M
MSA Advisors, LLC 7.02% Add +29.3% 91,967 $23.3M
Asset Management Group, Inc. 3.77% Reduce -4.0% 91,941 $23.3M
Chemistry Wealth Management LLC 4.09% Reduce -0.7% 91,533 $23.2M
Armstrong, Fleming & Moore, Inc 9.86% Add +3.0% 91,505 $23.2M
Searle & Co. 5.89% Reduce -1.1% 91,466 $23.2M
Norris Perne & French LLP 1.13% Add +5.4% 91,379 $23.2M
Broadleaf Partners, LLC 5.40% Reduce -3.0% 91,302 $23.2M
Titan Investment Solutions Ltd 2.96% New 91,158 $23.1M
Guyasuta Investment Advisors Inc. 1.34% Reduce -0.3% 91,121 $23.1M
Isthmus Partners, LLC 2.42% Reduce -3.3% 90,937 $23.1M
Strategic Global Advisors, LLC 3.69% Reduce -1.0% 90,880 $23.1M
Whitener Capital Management, Inc. 5.26% Reduce -9.7% 90,854 $23.1M
Lineweaver Wealth Advisors, LLC 3.11% Reduce -2.0% 90,777 $23.0M
QVT Financial LP 1.84% Add +18.9% 90,765 $23.0M
AIMZ Investment Advisors, LLC 7.11% Reduce -1.4% 90,620 $23.0M
First PREMIER Bank 5.31% Reduce -1.4% 90,586 $23.0M
Quotient Wealth Partners, LLC 0.60% Add +11.0% 90,509 $23.0M
Founders Financial Securities LLC 1.30% Reduce -16.8% 88,135 $23.0M
Taylor Hoffman Capital Management LLC 7.07% Reduce -2.7% 90,440 $23.0M
National Philanthropic Trust 0.24% Reduce -24.5% 90,425 $22.9M
Costello Asset Management, INC 7.93% Add +0.5% 90,387 $22.9M
Sentinel Trust Co. Lba 2.28% Reduce -2.0% 90,315 $22.9M
Elyxium Wealth, LLC 7.35% Reduce -24.9% 90,288 $22.9M
Baader Bank Aktiengesellschaft 2.26% Reduce -18.2% 90,193 $22.9M
1834 Investment Advisors Co. 2.85% Reduce -3.2% 89,825 $22.8M
FRG Family Wealth Advisors LLC 3.73% Reduce -3.3% 89,749 $22.8M
Walter & Keenan Wealth Management LLC /in/ 6.40% Reduce -0.1% 89,544 $22.7M
Next Level Private LLC 5.13% Add +141.3% 89,544 $22.7M
NFSG Corp 3.73% Reduce -4.8% 89,477 $22.7M
McAdam, LLC 1.02% Add +5.6% 89,389 $22.7M
Westbourne Investment Advisors, Inc. 6.59% Reduce -0.4% 89,041 $22.6M
Acropolis Investment Management, LLC 1.00% Reduce -1.8% 88,996 $22.6M
CMH Wealth Management LLC 3.87% Add +16.9% 88,871 $22.6M
Concentric Capital Strategies, LP 1.97% Add +45.6% 88,851 $22.5M
Chapin Davis, Inc. 5.03% Reduce -10.7% 88,840 $22.5M
Richard C. Young & CO., LTD. 1.87% Add +3.0% 88,771 $22.5M
Gladius Capital Management LP 17.23% Add +15.0% 88,733 $22.5M
Rench Wealth Management, Inc. 6.77% Reduce -0.0% 88,725 $22.5M
Galvin, Gaustad & Stein, LLC 1.83% Reduce -1.7% 88,720 $22.5M
Jessup Wealth Management, Inc 8.22% Reduce -6.7% 88,705 $22.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.75% Add +0.5% 88,656 $22.5M
CenterBook Partners LP 1.21% Add +2.4% 88,458 $22.4M
PFC Capital Group, Inc. 9.87% Reduce -4.4% 88,248 $22.4M
Optas, LLC 3.39% Add +4.2% 88,195 $22.4M
ICICI Prudential Asset Management Co Ltd 2.69% Add +2.6% 88,131 $22.4M
Breakwater Capital Group 2.99% Add +5.4% 88,115 $22.4M
Kozak & Associates, Inc. 4.36% Add +0.1% 86,225 $22.3M
Capital Planning Advisors, LLC 3.23% Reduce -3.6% 88,021 $22.3M
WoodTrust Financial Corp 2.88% Reduce -8.5% 87,881 $22.3M
D L Carlson Investment Group Inc. 3.83% Add +0.5% 87,810 $22.3M
United Advisor Group, LLC 2.76% Add +0.4% 87,796 $22.3M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3.00% Reduce -2.9% 87,732 $22.3M
Sompo Asset Management Co., Ltd. 4.09% Reduce -2.8% 87,730 $22.3M
Haverford Financial Services, Inc. 6.63% Reduce -0.2% 87,681 $22.3M
Vertex Planning Partners, LLC 4.32% Reduce -0.1% 87,675 $22.3M
Mine & Arao Wealth Creation & Management, LLC. 9.34% Reduce -2.0% 87,670 $22.2M
Arch Global Advisors, LLC 11.59% — 87,481 $22.2M
PCM Encore, LLC 4.56% Add +5.7% 87,420 $22.2M
Mayflower Financial Advisors, LLC 2.70% Reduce -0.3% 87,377 $22.2M
Holcombe Financial, Inc. 13.03% Reduce -0.3% 87,331 $22.2M
Intellus Advisors LLC 3.03% Add +2.5% 87,273 $22.1M
Capital City Trust Co. 5.06% Add +0.4% 87,268 $22.1M
Abacus FCF Advisors LLC 4.97% Reduce -35.9% 87,063 $22.1M
Fortis Capital Advisors, LLC 2.89% Add +23.6% 87,047 $22.1M
Brave Asset Management Inc. 5.25% Add +0.4% 87,041 $22.1M
Cardinal Capital Management 2.85% Reduce -0.2% 87,014 $22.1M
Harbor Capital Advisors, Inc. 1.79% Add +5.7% 86,991 $22.1M
Ethos Financial Group, LLC 1.62% Add +1.5% 86,024 $22.1M
SFE Investment Counsel 3.53% Reduce -0.1% 86,876 $22.0M
SeaBridge Investment Advisors LLC 3.72% Add +7.2% 86,702 $22.0M
Dynasty Wealth Management, LLC 0.19% Reduce -0.5% 86,699 $22.0M
L2 Asset Management, LLC 2.09% Add +11.2% 86,581 $22.0M
Toth Financial Advisory Corp. 2.41% Add +1.6% 86,477 $21.9M
Vanguard National Trust Co 1.38% — 86,419 $21.9M
Aries Wealth Management 4.82% Reduce -1.1% 86,348 $21.9M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.66% Reduce -4.0% 86,194 $21.9M
Financial Avengers, Inc. 9.95% Reduce -3.8% 86,019 $21.8M
TRB Wealth Management, LLC 3.09% — 85,725 $21.8M
Generali Investments, Management Co LLC 5.06% Add +1.5% 85,694 $21.7M
Providence Capital Advisors, LLC 3.55% Reduce -1.8% 85,680 $21.7M
Guardian Asset Advisors, LLC 12.70% Reduce -0.8% 85,593 $21.7M
Riverview Capital Advisers, LLC 7.24% Reduce -4.2% 85,442 $21.7M
Sterneck Capital Management, LLC 9.72% Reduce -0.3% 85,248 $21.6M
Independent Solutions Wealth Management, LLC 3.18% Add +4.1% 85,096 $21.6M
Conning Inc. 0.75% Reduce -11.1% 85,019 $21.6M
GeoWealth Management, LLC 0.78% Add +1.1% 84,826 $21.5M
Bernard Wealth Management Corp. 9.18% Reduce -1.4% 84,762 $21.5M
Destiny Wealth Partners, LLC 2.35% Add +10.6% 84,637 $21.5M
Legacy Financial Advisors, Inc. 3.00% Reduce -1.7% 84,578 $21.5M
SkyOak Wealth, LLC 3.93% Reduce -1.4% 84,499 $21.4M
OneAscent Financial Services LLC 1.16% Add +27.4% 84,386 $21.4M
Iyo Bank, Ltd. 7.61% Add +7.2% 84,350 $21.4M
Putney Financial Group LLC 21.56% Reduce -9.3% 84,323 $21.4M
Keebeck Wealth Management 2.41% Add +9.6% 84,275 $21.4M
Benedict Financial Advisors Inc. 4.45% Reduce -4.0% 84,192 $21.4M
Ipswich Investment Management Co., Inc. 5.01% Reduce -1.3% 84,074 $21.3M
Henson-Edgewater Management, LLC 13.56% Reduce -1.4% 84,012 $21.3M
Fortis Capital Management LLC 2.85% Add +17.2% 84,002 $21.3M
Herold Advisors, Inc. 4.68% Add +2.5% 83,949 $21.3M
Central Pacific Bank - Trust Division 2.83% Add +2.0% 83,878 $21.3M
Absher Wealth Management, LLC 2.49% Reduce -2.7% 83,796 $21.3M
CV Advisors LLC 5.79% Add +3.0% 83,615 $21.2M
AssuredPartners Investment Advisors, LLC 2.31% Add +29.8% 81,715 $21.2M
Bfsg, LLC 2.01% Add +1.5% 83,342 $21.2M
Covenant Asset Management, LLC 4.33% Add +3.5% 83,181 $21.1M
Peak Planning Group, LLC 5.85% Reduce -4.7% 83,102 $21.1M
Kestra Investment Management, LLC 0.36% Add +19.1% 83,101 $21.1M
Everest Financial Group LLC 3.47% Add +21.1% 82,933 $21.0M
JSF Financial, LLC 4.12% Reduce -1.7% 82,889 $21.0M
Jackson Hole Capital Partners, LLC 3.48% Add +1.7% 82,696 $21.0M
Cahill Financial Advisors Inc. 2.27% Reduce -0.8% 82,586 $21.0M
Skye Global Management LP 0.45% New 82,500 $20.9M
Pegasus Asset Management, Inc. 6.68% Reduce -1.0% 82,293 $20.9M
Ofc Financial Planning, LLC 20.51% No change 82,244 $20.9M
Tradewinds, LLC. 6.71% Reduce -4.5% 74,352 $20.8M
LexAurum Advisors, LLC 2.71% — 82,002 $20.8M
Meitav Investment House Ltd. 0.23% Add +1.6% 82,011 $20.8M
Cypress Capital Management LLC (WY) 19.75% Reduce -0.4% 81,830 $20.8M
Westhampton Capital, LLC 9.70% Reduce -0.7% 81,820 $20.8M
St. Clair Advisors, LLC 5.52% Reduce -2.9% 81,796 $20.8M
CVFG LLC 2.58% Add +154.7% 81,665 $20.7M
Apollon Financial, LLC 2.86% Reduce -0.1% 81,435 $20.7M
Twin Lakes Capital Management, LLC 9.40% Reduce -0.1% 81,416 $20.7M
Chelsea Counsel Co. 9.17% Reduce -10.3% 81,238 $20.6M
FLC Capital Advisors 3.74% Add +1.2% 81,159 $20.6M
Relyea Zuckerberg Hanson LLC 2.07% Reduce -15.2% 81,130 $20.6M
Dock Street Asset Management Inc. 2.16% Reduce -3.9% 80,985 $20.6M
Delta Financial Advisors LLC 5.35% Reduce -0.7% 80,982 $20.6M
Once Capital Management, LLC 5.50% No change 80,900 $20.5M
Trivium Point Advisory, LLC 3.71% Reduce -19.1% 80,805 $20.5M
Fusion Capital, LLC 5.53% Reduce -1.1% 80,733 $20.5M
Realta Investment Advisors 7.10% Reduce -1.6% 80,611 $20.5M
Duncker Streett & Co. Inc. 3.89% Reduce -11.8% 80,608 $20.5M
Core Alternative Capital 6.04% Reduce -6.0% 80,584 $20.5M
Wealth Effects LLC 7.25% Reduce -1.6% 80,557 $20.4M
Itau Unibanco Holding S.A. 0.49% Reduce -65.0% 80,552 $20.4M
Red Lighthouse Investment Management, LLC 6.90% Reduce -0.1% 80,525 $20.4M
Knightsbridge Asset Management, LLC 2.76% Reduce -0.4% 80,378 $20.4M
Paragon Capital Management LLC 10.08% Add +0.3% 80,196 $20.4M
Strategic Planning, Inc. 10.19% Reduce -0.7% 79,986 $20.3M
HFR Wealth Management, LLC 4.98% Reduce -1.6% 79,909 $20.3M
Slow Capital, Inc. 2.63% Add +2.8% 79,811 $20.3M
M1 Capital Management LLC 9.33% Reduce -0.5% 79,759 $20.2M
GFG Capital, LLC 6.46% Add +5.9% 79,695 $20.2M
Avalon Global Asset Management LLC 4.75% No change 79,580 $20.2M
COFG Advisors, LLC 4.99% Reduce -0.9% 79,504 $20.2M
Tanager Wealth Management LLP 1.95% Add +2.4% 79,483 $20.2M
Titleist Asset Management, LLC 1.52% Add +0.8% 79,349 $20.1M
Heartland Bank & Trust Co 4.55% Add +18.9% 79,289 $20.1M
Global Endowment Management, LP 2.24% No change 79,258 $20.1M
Raab & Moskowitz Asset Management LLC 4.47% Reduce -3.9% 79,208 $20.1M
First Interstate Bank 1.13% Add +1.6% 79,141 $20.1M
Triad Wealth Partners, LLC 1.59% Add +8.6% 79,095 $20.1M
Gilder Gagnon Howe & Co. LLC 0.24% Add +115.1% 79,040 $20.1M
Clear Trail Advisors, LLC 3.34% Reduce -2.1% 79,002 $20.0M
MV Capital Management, Inc. 1.97% Reduce -3.1% 78,935 $20.0M
Guardian Investment Management 15.81% Add +0.1% 78,925 $20.0M
Bell Asset Management Ltd 5.88% Add +12.7% 78,706 $20.0M
World Equity Group, Inc. 5.17% Reduce -1.8% 78,611 $20.0M
Harbor Island Capital LLC 7.41% No change 78,561 $19.9M
Somerville Kurt F 5.26% Reduce -36.3% 78,531 $19.9M
Concord Investment Counsel Inc. 6.70% Reduce -9.1% 78,439 $19.9M
Ring Mountain Capital, LLC 10.89% Add +0.7% 78,418 $19.9M
WealthTrust Axiom LLC 4.88% Reduce -0.5% 78,201 $19.8M
Next Century Growth Investors LLC 1.44% Reduce -1.7% 78,087 $19.8M
Adams Asset Advisors, LLC 2.28% No change 78,074 $19.8M
Atlas Wealth LLC 7.86% Reduce -2.8% 77,880 $19.8M
Gibraltar Capital Management, Inc. 3.40% Reduce -0.1% 77,802 $19.7M
111 Capital 4.86% Reduce -7.1% 77,652 $19.7M
Mattern Capital Management, LLC 2.36% Add +1.1% 77,600 $19.7M
Ridgecrest Wealth Partners, LLC 10.84% Reduce -0.2% 77,408 $19.6M
Consilium Wealth Advisory, LLC 6.70% Add +11.5% 77,394 $19.6M
New Capital Management LP 4.84% Reduce -0.9% 77,393 $19.6M
Allegheny Financial Group 2.65% Reduce -1.3% 77,369 $19.6M
Financial Consulate, Inc. 2.44% Reduce -1.0% 77,287 $19.6M
Act Two Investors LLC 4.32% Reduce -5.9% 77,212 $19.6M
O'ROURKE & COMPANY, Inc 7.75% Reduce -2.9% 77,188 $19.6M
Coleford Investment Management Ltd. 4.80% Add +1.2% 77,188 $19.6M
Martin Investment Management, LLC 5.86% Reduce -3.8% 77,182 $19.6M
CLG LLC 4.86% Add +0.2% 77,131 $19.6M
Chatham Capital Group, Inc. 2.84% Add +0.3% 77,109 $19.6M
Chancellor Financial Group WB LP 14.01% Add +0.3% 77,103 $19.6M
Sweeney & Michel, LLC 5.75% Reduce -0.2% 75,491 $19.6M
LaSalle St. Investment Advisors, LLC 2.75% Add +12.7% 77,054 $19.6M
Investment Research & Advisory Group, Inc. 6.83% Reduce -0.9% 76,013 $19.5M
Armstrong Advisory Group, Inc. 1.31% Reduce -4.6% 76,992 $19.5M
Bedel Financial Consulting, Inc. 2.24% Reduce -1.1% 76,889 $19.5M
Charter Oak Capital Management, LLC 1.51% Reduce -2.0% 76,872 $19.5M
Live Oak Private Wealth LLC 2.72% Add +0.1% 76,827 $19.5M
Buck Wealth Strategies, LLC 2.41% Add +2.1% 76,803 $19.5M
Eagle Rock Investment Company, LLC 2.83% Reduce -0.1% 76,799 $19.5M
William John Sempolinski 9.79% Add +5.6% 76,784 $19.5M
Empirical Asset Management, LLC 5.14% Reduce -13.5% 76,556 $19.4M
Insight Advisors, LLC/ PA 3.68% Reduce -6.8% 76,241 $19.3M
Capital Counsel LLC 0.82% Add +8.7% 76,217 $19.3M
DGS Capital Management, LLC 3.19% Add +9.3% 76,189 $19.3M
Symphony Financial, Ltd. Co. 2.56% Add +4.4% 77,587 $19.3M
Hexagon Capital Partners LLC 2.83% Add +7.3% 76,077 $19.3M
Udine Wealth Management, Inc. 9.43% Add +4.9% 76,039 $19.3M
Ballast Advisors LLC 5.62% Reduce -1.8% 81,980 $19.3M
Little House Capital LLC 4.98% Reduce -4.5% 76,021 $19.3M
Milestone Asset Management, LLC 3.55% Reduce -3.5% 75,991 $19.3M
First Commonwealth Financial Corp 3.07% Add +4.2% 75,977 $19.3M
Iowa State Bank 3.55% Reduce -3.4% 75,930 $19.3M
Field & Main Bank 5.60% Reduce -1.6% 75,796 $19.2M
Neumann Capital Management, LLC 5.65% Reduce -2.8% 75,624 $19.2M
Hoey Investments, Inc. 2.82% Reduce -0.7% 75,353 $19.1M
WealthShield Partners, LLC 2.13% Reduce -0.5% 75,292 $19.1M
Bantamac Capital, LLC 13.90% Reduce -0.1% 75,283 $19.1M
Abacus Wealth Partners, LLC 1.74% Add +8.8% 75,238 $19.1M
High Note Wealth, LLC 3.75% Add +0.0% 75,232 $19.1M
Keystone Wealth Services, LLC 4.07% Reduce -5.9% 75,070 $19.1M
Alteri Wealth LLC 6.17% Add +0.2% 75,069 $19.1M
JTC Employer Solutions Trustee Ltd 1.59% Reduce -0.2% 74,978 $19.0M
KTF Investments, LLC 3.25% Reduce -1.3% 74,809 $19.0M
Laffer Tengler Investments, Inc. 3.30% Add +8.5% 74,715 $19.0M
Twin Peaks Wealth Advisors, LLC 4.77% Add +6.3% 74,581 $18.9M
Nvwm, LLC 4.21% Add +19.8% 74,520 $18.9M
Citizens Business Bank 3.10% Reduce -1.9% 74,431 $18.9M
Drucker Wealth 3.0, LLC 3.29% Reduce -0.1% 74,348 $18.9M
Intesa Sanpaolo Wealth Management 4.60% Reduce -4.0% 74,275 $18.9M
Papamarkou Wellner Asset Management inc. 11.50% Add +1.0% 74,145 $18.8M
Founders Capital Management, LLC 3.10% Reduce -0.4% 73,993 $18.8M
Prosperity Financial Group, Inc. 6.93% Add +18.0% 73,899 $18.8M
Crescent Grove Advisors, LLC 1.86% Add +1.0% 73,863 $18.7M
McDonough Capital Management, Inc 10.20% Reduce -0.1% 375,767 $18.7M
Inlet Private Wealth, LLC 4.76% Reduce -10.4% 73,431 $18.6M
Intact Investment Management Inc. 0.53% Add +1.0% 73,400 $18.6M
Stablepoint Partners, LLC 2.77% Reduce -1.8% 73,385 $18.6M
Arista Wealth Management, LLC 2.27% Reduce -0.9% 73,378 $18.6M
Sepio Capital, LP 1.01% Reduce -21.1% 73,311 $18.6M
Quadrature Capital Ltd 0.22% Add +6377.2% 73,192 $18.6M
Radnor Capital Management, LLC 2.74% Reduce -0.9% 73,087 $18.5M
Arkfeld Wealth Strategies, L.L.C. 5.86% Add +3.7% 69,566 $18.5M
Centric Wealth Management 3.70% Reduce -4.2% 66,927 $18.5M
Certified Advisory Corp 1.66% Reduce -0.8% 72,987 $18.5M
Diversified Management Inc. 3.18% Add +0.4% 72,980 $18.5M
Puzo Michael J 5.39% Reduce -3.4% 72,944 $18.5M
Nicollet Investment Management, Inc. 6.33% Reduce -4.2% 72,873 $18.5M
Montis Financial, LLC 3.82% Reduce -2.3% 72,686 $18.4M
Ak Global Asset Management, LLC 17.34% Reduce -6.7% 72,667 $18.4M
Kemnay Advisory Services Inc. 2.96% Add +2.0% 72,536 $18.4M
Aviso Wealth Management 8.30% Reduce -7.4% 72,521 $18.4M
Liberty Square Wealth Partners LLC 5.13% Reduce -3.1% 72,480 $18.4M
Global Wealth Management Investment Advisory, Inc. 2.88% Reduce -1.2% 72,456 $18.4M
Mosaic Family Wealth Partners, LLC 1.88% Add +5.7% 72,408 $18.4M
Dominguez Wealth Management Solutions, Inc. 11.13% Reduce -0.2% 72,345 $18.4M
Tiaa Trust, National Association 1.11% Reduce -96.1% 72,029 $18.3M
FSM Wealth Advisors, LLC 2.35% Reduce -1.6% 72,016 $18.3M
CapWealth Advisors, LLC 1.65% Reduce -3.9% 71,916 $18.3M
Asset Dedication, LLC 1.28% Reduce -25.6% 71,879 $18.2M
WBH Advisory Inc. 1.36% Reduce -0.9% 71,197 $18.2M
Gradient Capital Advisors, LLC 4.71% Reduce -1.6% 71,602 $18.2M
United American Securities Inc. (d/b/a UAS Asset Management) 3.96% Add +18.5% 71,545 $18.2M
Kennedy Investment Group, Inc. 7.11% Reduce -0.6% 71,540 $18.2M
Burford Brothers, Inc. 7.44% Reduce -0.2% 71,517 $18.2M
Crews Bank & Trust 2.62% Reduce -2.0% 71,305 $18.1M
Argonautica Private Wealth Management, Inc. 5.47% Add +1.1% 71,299 $18.1M
McCollum Christoferson Group LLC 5.43% Add +30.8% 98,106 $18.1M
IPG Investment Advisors LLC 3.10% Add +0.4% 71,186 $18.1M
Sava Infond d.o.o. 2.56% Reduce -20.5% 71,165 $18.1M
Global Assets Advisory, LLC 5.16% Add +20.6% 81,000 $18.0M
Mattern Wealth Management LLC 3.52% Reduce -1.5% 71,051 $18.0M
Catalyst Funds Management Pty Ltd 3.05% Add +7.0% 70,929 $18.0M
Flynn Zito Capital Management, LLC 5.75% Reduce -3.6% 70,903 $18.0M
Settian Capital LP 12.60% No change 70,900 $18.0M
Meridian Investment Counsel Inc. 4.28% Add +0.1% 70,875 $18.0M
Freestone Grove Partners LP 0.13% New 70,839 $18.0M
J. Derek Lewis & Associates Inc. 4.04% Add +1.7% 70,816 $18.0M
Bank of Nova Scotia Trust Co. 1.54% Reduce -0.7% 70,814 $18.0M
Argos Wealth Advisors, LLC 5.16% Reduce -1.6% 70,764 $18.0M
Stonebridge Capital Management Inc. 8.16% — 70,738 $18.0M
Versant Capital Management, Inc 1.77% Add +24.0% 70,662 $17.9M
Beacon Bank & Trust 3.68% Reduce -5.7% 70,658 $17.9M
Balboa Wealth Partners 3.01% Add +1.3% 70,637 $17.9M
3Chopt Investment Partners, LLC 4.10% Add +5.6% 70,587 $17.9M
Baldwin Investment Management, LLC 2.09% Add +0.9% 70,571 $17.9M
CFS Investment Advisory Services, LLC 1.23% Add +1.9% 66,257 $17.9M
BNC Wealth Management, LLC 4.97% Reduce -8.7% 70,525 $17.9M
Harmony Asset Management LLC 5.47% Add +1.4% 70,521 $17.9M
Argentarii, LLC 6.26% Reduce -0.3% 70,520 $17.9M
Clear Creek Financial Management, LLC 1.37% Add +0.4% 70,401 $17.9M
Grandview Asset Management LLC 5.23% Reduce -5.5% 70,373 $17.9M
JCIC Asset Management Inc. 5.47% Reduce -18.6% 70,357 $17.9M
Walter Public Investments Inc. 4.27% Reduce -0.5% 70,351 $17.9M
Dumont & Blake Investment Advisors LLC 4.46% Reduce -1.9% 70,280 $17.8M
Northstar Asset Management Inc. 5.47% Reduce -10.5% 70,268 $17.8M
Pasadena Private Wealth, LLC 2.48% Reduce -3.7% 70,167 $17.8M
Kercheville Advisors, LLC 5.69% Reduce -0.6% 70,137 $17.8M
Summit Financial Strategies, Inc. 1.40% Add +1.8% 70,124 $17.8M
Lathrop Investment Management Co. 3.33% Reduce -0.5% 70,030 $17.8M
Gendell Jeffrey L 0.24% Add +100.0% 70,000 $17.8M
Salomon & Ludwin, LLC 1.59% Reduce -0.4% 69,405 $17.8M
Bank of New Hampshire 4.06% Reduce -3.1% 69,986 $17.8M
LRI Investments, LLC 1.57% Reduce -6.8% 69,914 $17.7M
Third View Private Wealth, LLC 2.43% Reduce -0.5% 69,876 $17.7M
Evermay Wealth Management LLC 1.96% Add +22.6% 69,792 $17.7M
Transamerica Financial Advisors, LLC 1.51% Add +12.4% 69,790 $17.7M
TOWER TRUST & INVESTMENT Co 11.61% Reduce -0.9% 69,713 $17.7M
Ifrah Financial Services, Inc. 4.67% Reduce -7.9% 69,565 $17.7M
KPP Advisory Services LLC 2.56% Reduce -5.4% 69,412 $17.6M
ProVise Management Group, LLC 1.27% Reduce -5.8% 69,404 $17.6M
Parkside Investments, LLC 2.14% Reduce -6.3% 69,358 $17.6M
Balentine LLC 0.71% Add +0.2% 69,294 $17.6M
VeraBank, N.A. 3.22% Reduce -2.9% 69,288 $17.6M
Palumbo Wealth Management LLC 4.29% Add +6.0% 69,259 $17.6M
Arrow Financial Corp 1.77% Reduce -3.0% 69,186 $17.6M
Trust Co. of Oklahoma 5.11% Add +5.1% 69,173 $17.6M
Cim, LLC 2.54% Reduce -5.5% 69,169 $17.6M
Northbridge Financial Group, LLC 7.55% Add +1.6% 67,683 $17.5M
Moseley Investment Management Inc. 5.59% Reduce -2.7% 69,122 $17.5M
Intrua Financial, LLC 1.87% Reduce -6.5% 69,034 $17.5M
Deroy & Devereaux Private Investment Counsel Inc. 0.85% Reduce -2.5% 68,936 $17.5M
HHM Wealth Advisors, LLC 2.01% Add +3.1% 68,780 $17.5M
WESPAC Advisors SoCal, LLC 3.71% Reduce -4.5% 68,690 $17.4M
Borer Denton & Associates, Inc. 6.22% Reduce -0.6% 68,669 $17.4M
Renaissance Investment Group LLC 3.74% Reduce -3.1% 68,633 $17.4M
Fort Point Capital Partners LLC 2.28% Add +41.1% 68,631 $17.4M
Concord Wealth Partners 2.26% Add +5.0% 68,551 $17.4M
Kesler, Norman & Wride, LLC 2.99% Reduce -2.9% 68,503 $17.4M
Ketron Financial 6.22% Reduce -2.7% 68,497 $17.4M
Aviso Financial Inc. 0.62% Add +1.5% 68,410 $17.4M
Finer Wealth Management, Inc. 8.75% Reduce -0.9% 68,343 $17.3M
IFG Advisors, LLC 2.84% Add +0.1% 68,309 $17.3M
Stonebrook Private Inc. 3.69% Add +0.1% 68,263 $17.3M
Inspire Trust Co, N.A. 2.67% Add +18.2% 68,052 $17.3M
Atlas Brown,Inc. 5.19% Reduce -5.8% 67,986 $17.3M
Revolve Wealth Partners, LLC 2.24% Reduce -4.2% 67,926 $17.2M
Strategic Financial Services, Inc. 0.82% Reduce -0.4% 67,807 $17.2M
Interchange Capital Partners, LLC 5.43% Reduce -14.4% 72,502 $17.2M
Frisch Financial Group, Inc. 3.59% Reduce -1.3% 67,716 $17.2M
N.E.W. Advisory Services LLC 1.28% Reduce -2.4% 67,637 $17.2M
Pincus Capital Management, LP 11.95% Reduce -1.6% 67,634 $17.2M
Triumph Capital Management 3.53% Add +6.6% 67,542 $17.1M
Hennion & Walsh Asset Management, Inc. 0.58% Reduce -12.4% 67,478 $17.1M
Atlas Capital Advisors Inc. 1.96% Add +4.4% 67,432 $17.1M
Heritage Wealth Management, Inc. 8.46% Reduce -1.2% 67,304 $17.1M
First Dallas Securities Inc. 6.31% Reduce -1.3% 67,171 $17.0M
Intelligence Driven Advisers, LLC 2.96% Reduce -5.8% 66,919 $17.0M
All Terrain Financial Advisors, LLC 5.29% Add +2.5% 66,858 $17.0M
Round Rock Advisors LLC 2.60% Reduce -0.3% 66,821 $17.0M
TSG Advice Partners, LLC 2.54% Add +3.2% 66,812 $17.0M
Financial Management Network Inc. 2.60% Reduce -3.3% 65,077 $17.0M
Keudell/Morrison Wealth Management 3.46% Add +1.8% 66,743 $16.9M
Taylor Securities Services, Inc. 7.90% Reduce -0.1% 66,683 $16.9M
Blue Edge Capital, LLC 2.25% Add +19.2% 66,604 $16.9M
Genus Capital Management Inc. 1.93% Add +12.3% 66,482 $16.9M
KRS Capital Management, LLC 10.34% Add +0.0% 66,442 $16.9M
Patten Group, Inc. 2.93% Add +1.6% 66,406 $16.9M
SJS Investment Consulting Inc. 2.06% Reduce -7.1% 66,401 $16.9M
BW Gestao de Investimentos Ltda. 0.75% Add +98.4% 66,396 $16.9M
Alpha Omega Wealth Management LLC 2.73% Reduce -3.9% 66,323 $16.8M
Texas Bank & Trust Co 6.31% Reduce -3.3% 66,185 $16.8M
Wills Financial Group LLC 6.33% Reduce -0.7% 56,201 $16.8M
Ellevest, Inc. 2.33% Reduce -1.8% 66,098 $16.8M
SHP Wealth Management 1.26% Add +1.3% 65,999 $16.7M
State of Wyoming 1.98% Add +152.6% 65,912 $16.7M
Bryant Woods Investment Advisors, LLC 6.15% Reduce -1.0% 65,870 $16.7M
Aspen Grove Capital, LLC 3.25% Add +0.0% 65,858 $16.7M
LMG Wealth Partners, LLC 3.04% Add +0.1% 65,829 $16.7M
Diligent Investors, LLC 4.14% Reduce -0.5% 65,776 $16.7M
Trust Investment Advisors 9.76% Reduce -7.1% 65,703 $16.7M
Consolidated Investment Group LLC 1.81% Add +2.9% 65,607 $16.7M
Lipe & Dalton 8.71% Reduce -2.0% 65,579 $16.6M
First National Bank of Mount Dora, Trust Investment Services 3.59% Reduce -7.2% 65,535 $16.6M
Manhattan West Asset Management, LLC 3.25% Add +8.9% 65,532 $16.6M
Financial Perspectives, Inc 4.64% Add +2.6% 65,530 $16.6M
Waddell & Associates, LLC 0.94% Add +5.6% 65,508 $16.6M
Capital Investment Counsel, LLC 2.28% Reduce -2.1% 65,465 $16.6M
Asset Advisory Group, Inc. 8.34% Reduce -0.3% 65,462 $16.6M
Councilmark Asset Management, LLC 9.53% Reduce -0.7% 65,449 $16.6M
WNY Asset Management, LLC 1.72% — 65,378 $16.6M
Charter Research & Investment Group, Inc. 11.05% Reduce -0.1% 65,362 $16.6M
Arlington Financial Advisors, LLC 2.36% Reduce -1.3% 65,350 $16.6M
Tempo Wealth, LLC 2.89% Add +2.5% 65,294 $16.6M
Olde Wealth Management, LLC 5.24% Reduce -5.2% 65,212 $16.6M
Planning Alternatives Ltd. 2.14% Add +6.3% 65,180 $16.5M
Lee Financial Co 2.33% Reduce -2.4% 65,159 $16.5M
Mission Creek Capital Partners, Inc. 3.29% Reduce -3.3% 82,934 $16.5M
Greenfield Savings Bank 7.03% Reduce -0.2% 64,934 $16.5M
Calton & Associates, Inc. 2.36% Reduce -4.4% 64,777 $16.4M
Adirondack Trust Co. 5.52% Reduce -3.8% 64,704 $16.4M
FF Advisors,LLC 6.65% Reduce -2.5% 60,022 $16.4M
Roberts Glore & Co. Inc. 4.51% Reduce -1.1% 64,664 $16.4M
Evelyn Partners Investment Management Services Ltd 1.93% Add +16.6% 64,657 $16.4M
Generali Investments CEE, investicni spolecnost, a.s. 0.86% Add +0.2% 64,613 $16.4M
Cerro Pacific Wealth Advisors LLC 4.30% Reduce -1.0% 64,578 $16.4M
Bay Rivers Group 6.82% Reduce -1.0% 64,541 $16.4M
Highline Wealth Partners LLC 4.18% Add +2.6% 64,428 $16.4M
Hartford Financial Management Inc. 4.16% Reduce -1.7% 64,346 $16.3M
Hazlett, Burt & Watson, Inc. 5.11% Reduce -0.3% 64,259 $16.3M
Compton Wealth Advisory Group, LLC 3.63% Reduce -5.6% 63,790 $16.3M
Delaney Dennis R 5.77% Add +46.0% 64,202 $16.3M
Bollard Group LLC 0.50% Add +5.0% 64,182 $16.3M
Nikulski Financial, Inc. 4.01% Reduce -22.8% 64,019 $16.2M
Indiana Trust & Investment Management Co 5.01% Reduce -2.8% 63,965 $16.2M
Cercano Management LLC 0.70% Reduce -1.5% 63,885 $16.2M
Birch Capital Management, LLC 8.48% Reduce -6.0% 63,779 $16.2M
Childress Capital Advisors, LLC 2.92% Reduce -7.4% 63,720 $16.2M
S.E.E.D. Planning Group LLC 4.69% Reduce -6.0% 63,667 $16.2M
Kelleher Financial Advisors 4.12% Add +0.7% 68,074 $16.1M
Landscape Capital Management, L.L.C. 1.02% Add +940.0% 63,513 $16.1M
IRON Financial LLC 7.04% Add +0.3% 63,508 $16.1M
Walkner Condon Financial Advisors LLC 2.12% Add +5.5% 63,482 $16.1M
CVA Family Office, LLC 1.70% Add +8.0% 63,459 $16.1M
Hudson Value Partners, LLC 4.80% Reduce -1.5% 63,367 $16.1M
Glassy Mountain Advisors, Inc. 4.99% Add +0.2% 63,330 $16.1M
Wealth Dimensions Group, Ltd. 3.16% Add +1.1% 63,253 $16.1M
Okabena Investment Services Inc. 3.09% Reduce -0.5% 63,227 $16.0M
Kapstone Financial Advisors LLC 7.86% Reduce -24.3% 63,195 $16.0M
Linden Thomas Advisory Services, LLC 1.54% Reduce -20.3% 63,160 $16.0M
Harbour Capital Advisors, LLC 3.05% Add +0.2% 58,640 $16.0M
Core Wealth Partners LLC 7.43% Reduce -1.8% 62,970 $16.0M
Accretive Wealth Partners, LLC 4.51% Add +2.7% 62,857 $16.0M
PGIM Custom Harvest LLC 0.25% Add +24.6% 62,734 $15.9M
Physician Wealth Advisors, Inc. 2.21% Add +0.6% 62,645 $15.9M
LBMC Investment Advisors, LLC 0.97% Reduce -1.9% 62,625 $15.9M
Georgetown University 7.19% Add +0.1% 62,609 $15.9M
Muhlenkamp & Co. Inc. 4.18% Reduce -0.5% 62,559 $15.9M
Garrett Wealth Advisory Group, LLC 2.82% Add +18.0% 62,545 $15.9M
Bell & Brown Wealth Advisors, LLC 5.15% Add +0.5% 62,545 $15.9M
Hamel Associates, Inc. 4.53% Reduce -3.3% 62,549 $15.9M
DLK Investment Management, LLC 6.27% Reduce -1.0% 62,496 $15.9M
Financial Planning Hawaii, Inc. 9.35% Reduce -2.4% 62,487 $15.9M
First Bank & Trust 2.55% Add +14.5% 62,479 $15.9M
Shulman DeMeo Asset Management LLC 3.37% Reduce -0.8% 62,454 $15.9M
Doheny Asset Management 10.33% Reduce -6.8% 62,449 $15.8M
Wescott Financial Advisory Group, LLC 1.39% Add +5.3% 62,389 $15.8M
Trivant Custom Portfolio Group, LLC 8.68% Reduce -0.5% 62,363 $15.8M
Balanced Wealth Group LLC 5.66% Reduce -0.0% 62,348 $15.8M
Burke & Herbert Bank & Trust Co. 4.36% Reduce -0.8% 62,214 $15.8M
Two Point Capital Management, Inc. 6.89% Reduce -0.6% 62,202 $15.8M
Silverleafe Capital Partners, LLC 4.75% Reduce -0.9% 62,153 $15.8M
Greenspring Advisors, LLC 0.96% Add +3.8% 62,064 $15.8M
Roman Butler Fullerton & Co. 4.33% Add +0.0% 60,798 $15.7M
Mycio Wealth Partners, LLC 3.13% No change 61,908 $15.7M
Jupiter Wealth Management LLC 6.21% Add +5.7% 52,564 $15.7M
Abundance Wealth Counselors 2.25% Add +17.6% 61,864 $15.7M
Thames Capital Management LLC 2.81% No change 61,806 $15.7M
Baugh & Associates, LLC 6.77% Reduce -0.8% 61,779 $15.7M
Souders Financial Advisors 1.79% Add +1.9% 61,769 $15.7M
Blueprint Investment Partners LLC 1.60% Reduce -15.1% 61,716 $15.7M
Bangor Savings Bank 1.25% Reduce -1.1% 61,636 $15.6M
Impact Capital Partners LLC 4.72% Add +18.1% 61,464 $15.6M
Concord Asset Management, LLC 2.63% Add +5.8% 61,444 $15.6M
Fermata Advisors, LLC 3.51% Add +10.9% 61,391 $15.6M
Kensington Investment Counsel, LLC 7.49% Reduce -2.1% 61,300 $15.6M
Hedeker Wealth, LLC 3.28% Add +1.6% 61,248 $15.5M
United Capital Management of KS, Inc. 2.35% Reduce -24.9% 61,190 $15.5M
Secure Asset Management, LLC 2.45% Reduce -1.4% 61,040 $15.5M
BOK Financial Private Wealth, Inc. 0.94% Reduce -3.5% 61,006 $15.5M
Nicola Wealth Management LTD. 1.86% New 61,000 $15.5M
Olistico Wealth, LLC 7.62% Reduce -1.9% 60,927 $15.5M
Financial Enhancement Group LLC 1.92% Add +1.1% 57,191 $15.5M
Coppell Advisory Solutions LLC 9.08% Reduce -3.9% 62,554 $15.4M
Alpha Family Trust 7.48% No change 60,770 $15.4M
Goldstone Financial Group, LLC 1.67% Add +25.5% 60,670 $15.4M
Sterling Investment Counsel, LLC 4.31% Reduce -7.2% 60,631 $15.4M
CWS Financial Advisors, LLC 3.94% Reduce -4.0% 60,550 $15.4M
McDonald Partners LLC 3.62% Add +41.3% 60,478 $15.3M
Anchyra Partners LLC 4.66% Add +2.5% 60,469 $15.3M
Curbstone Financial Management Corp 2.93% Reduce -2.7% 60,431 $15.3M
Soundwatch Capital LLC 1.93% No change 60,417 $15.3M
Solstein Capital, LLC 6.29% Add +2.1% 60,340 $15.3M
Wealth Management Associates, Inc. 5.29% Add +6.0% 60,318 $15.3M
Montchanin Asset Management, LLC 16.26% — 60,254 $15.3M
Westco Advisory Services Inc. 9.83% Reduce -3.5% 60,220 $15.3M
Paragon Private Wealth Management, LLC 4.78% Add +2.6% 60,128 $15.3M
Spring Capital Management, LLC 7.71% Reduce -5.4% 60,065 $15.2M
Sivia Capital Partners, LLC 2.95% Add +12.4% 60,010 $15.2M
Rheos Capital Works Inc. 1.02% Reduce -55.4% 60,000 $15.2M
LJI Wealth Management, LLC 2.43% Add +0.6% 59,885 $15.2M
Monarch Capital Management Inc. 3.71% Reduce -4.7% 59,810 $15.2M
Harrington Investments, INC 7.99% Reduce -1.0% 59,801 $15.2M
Kaizen Financial Strategies 6.43% Reduce -2.8% 57,584 $15.2M
Silverlake Wealth Management LLC 3.20% Reduce -0.3% 59,764 $15.2M
Magnolia Capital Advisors LLC 2.98% Add +12.2% 59,715 $15.2M
NovaPoint Capital, LLC 3.80% Add +3.6% 59,675 $15.1M
Vicus Capital 1.11% Reduce -0.2% 59,623 $15.1M
First Business Financial Services, Inc. 1.34% Add +4.5% 59,469 $15.1M
Sandy Cove Advisors, LLC 4.52% Add +0.3% 59,469 $15.1M
TFR Capital, LLC. 4.63% Add +6.3% 59,441 $15.1M
Wright Investors Service Inc. 4.74% Reduce -0.8% 59,390 $15.1M
Delta Investment Management, LLC 2.70% Reduce -12.7% 59,381 $15.1M
M. Kulyk & Associates, LLC 2.81% Add +2.1% 59,248 $15.0M
Legato Capital Management LLC 1.37% Add +3.9% 59,228 $15.0M
Tiemann Investment Advisors, LLC 5.89% Add +1.9% 59,213 $15.0M
Bank Ozk 5.30% Reduce -1.8% 59,193 $15.0M
Ashton Thomas Securities, LLC 1.88% Add +61.0% 59,048 $15.0M
Pekin Hardy Strauss, Inc. 1.57% Add +4.9% 58,983 $15.0M
TCFG Wealth Management, LLC 5.62% Reduce -1.2% 58,964 $15.0M
TCFG Investment Advisors, LLC 5.62% — 58,964 $15.0M
Drive Wealth Management, LLC 3.16% Reduce -0.3% 58,947 $15.0M
Basecamp Wealth Advisors LLC 3.09% Add +1.1% 58,912 $15.0M
Highview Capital Management LLC 5.43% Add +3.3% 58,904 $14.9M
McIlrath & Eck, LLC 1.12% Add +10.1% 58,866 $14.9M
Orca Wealth Management, LLC 10.63% Reduce -0.4% 58,841 $14.9M
City State Bank 3.86% Reduce -1.5% 58,610 $14.9M
Excalibur Management Corp. 5.34% Reduce -2.0% 58,605 $14.9M
Bradley & Co. Private Wealth Management, LLC 7.83% Add +5.7% 58,531 $14.9M
Advocacy Wealth Management, LLC 0.66% Reduce -0.7% 58,529 $14.9M
Dudley Capital Management, LLC 6.54% Add +0.6% 58,437 $14.8M
Armstrong Henry H Associates Inc. 1.51% Reduce -0.9% 58,401 $14.8M
Capital Advisors Wealth Management, LLC 1.99% Reduce -2.6% 58,375 $14.8M
Mount Vernon Associates Inc. 10.46% Reduce -2.5% 58,329 $14.8M
University of Illinois Foundation 3.03% Add +291295.0% 58,279 $14.8M
Flatrock Wealth Partners LLC 6.65% Add +0.4% 58,234 $14.8M
Asio Capital, LLC 2.07% Add +1.3% 58,200 $14.8M
Novem Group 1.70% Reduce -0.7% 58,158 $14.8M
Roof Eidam Maycock Peralta, LLC 3.38% Reduce -0.6% 58,006 $14.7M
University of Texas/Texas Am Investment Management Co. 2.14% Reduce -46.8% 57,958 $14.7M
Hendley & Co. Inc. 5.44% Reduce -0.2% 57,948 $14.7M
JT Stratford LLC 1.88% Reduce -3.4% 57,925 $14.7M
Chronos Wealth Management, LLC 7.11% Reduce -1.5% 57,922 $14.7M
Net Worth Advisory Group 3.04% Add +4.6% 57,858 $14.7M
Morton Capital Management LLC 2.18% Add +5.5% 57,848 $14.7M
DMC Group, LLC 9.91% Add +9.2% 57,819 $14.7M
Trust Co 1.37% Add +8.7% 57,783 $14.7M
Duncan Williams Asset Management, LLC 4.07% Add +4.7% 57,771 $14.7M
Alta Advisers Ltd 5.30% Reduce -0.4% 57,768 $14.7M
Lafayette Investments, Inc. 2.97% Reduce -0.7% 57,744 $14.7M
Investor's Fiduciary Advisor Network, LLC 4.49% Reduce -7.4% 57,728 $14.7M
IFC Advisors LLC 2.10% Reduce -10.4% 57,725 $14.6M
Pictet North America Advisors SA 1.45% Reduce -2.0% 57,695 $14.6M
NWK Group, Inc. 5.61% Reduce -0.6% 57,566 $14.6M
Central Valley Advisors, LLC 3.98% Add +9.8% 57,537 $14.6M
Stolper Co 4.14% Reduce -0.3% 57,531 $14.6M
Victory Financial Group, LLC 1.79% Add +0.7% 57,525 $14.6M
Columbia Bank 4.16% Reduce -2.2% 57,494 $14.6M
Wealthquest Corp 1.03% Add +0.3% 57,437 $14.6M
General Partner, Inc. 8.87% Reduce -5.4% 57,405 $14.6M
DV Trading LLC 1.32% Add +288.4% 57,399 $14.6M
Pacifica Partners Inc. 4.83% New 57,358 $14.6M
VCI Wealth Management LLC 4.03% Reduce -5.6% 57,355 $14.6M
Newman Dignan & Sheerar, Inc. 3.07% Reduce -1.7% 57,343 $14.6M
Consolidated Capital Management, LLC 4.70% Reduce -1.2% 57,334 $14.6M
Tsfg, LLC 2.21% Reduce -1.8% 57,315 $14.5M
Dover Advisors, LLC 6.01% Reduce -13.4% 57,272 $14.5M
PKS Advisory Services, LLC 3.38% Reduce -2.6% 57,187 $14.5M
Navigation Group, LLC 3.40% — 57,179 $14.5M
Cordgrass Capital Advisors, LLC 3.40% Reduce -0.1% 57,171 $14.5M
Blodgett Wealth Advisors, LLC 11.48% Reduce -3.1% 57,087 $14.5M
Fortis Group Advisors, LLC 2.39% Reduce -6.1% 53,585 $14.5M
Thrive Wealth Management, LLC 2.16% Add +1.0% 56,970 $14.5M
Mechanics Financial Corp 6.05% Reduce -1.6% 56,932 $14.4M
Davidson Trust Co. 6.23% Reduce -2.4% 56,916 $14.4M
Baron Wealth Management LLC 4.31% Add +55.0% 56,850 $14.4M
Humankind Investments LLC 8.23% No change 56,800 $14.4M
Quad-Cities Investment Group, LLC 5.74% Reduce -1.1% 56,785 $14.4M
Millstone Evans Group, LLC 8.65% Reduce 0.0% 56,782 $14.4M
Koa Wealth Management, LLC 10.41% Reduce -1.0% 56,734 $14.4M
Alkeon Capital Management LLC 0.07% No change 56,627 $14.4M
Slagle Financial, LLC 4.75% Add +3.3% 56,598 $14.4M
Freedom Financial Partners LLC 5.09% Reduce -1.4% 56,267 $14.3M
Carroll Investors, Inc 7.62% Reduce -27.4% 56,180 $14.3M
Reflection Asset Management 8.71% Add +95.8% 54,029 $14.2M
American Trust 1.26% Reduce -17.6% 56,094 $14.2M
Strategy Asset Managers LLC 2.33% Reduce -3.5% 56,005 $14.2M
Bright Rock Capital Management, LLC 2.81% No change 56,000 $14.2M
Lincoln Capital LLC 2.69% Reduce -0.6% 56,035 $14.2M
Chemung Canal Trust Co. 2.87% Add +6.6% 55,912 $14.2M
Hall Laurie J Trustee 5.01% Reduce -2.8% 55,908 $14.2M
Wimmer Associates 1, LLC 6.93% Reduce -9.4% 55,879 $14.2M
IVC Wealth Advisors LLC 6.16% Reduce -0.6% 55,873 $14.2M
Vanguard Capital Wealth Advisors 13.15% Reduce -0.2% 55,855 $14.2M
Old Second National Bank of Aurora 2.93% Reduce -0.9% 55,842 $14.2M
Beacon Capital Management, LLC 2.50% Add +5.8% 55,842 $14.2M
Seamount Financial Group Inc. 6.38% Reduce -3.5% 55,795 $14.2M
Proficio Capital Partners LLC 0.76% Reduce -0.0% 55,789 $14.2M
West Wealth Group, LLC 2.80% Add +2.8% 55,774 $14.2M
Leeward Financial Partners, LLC 4.21% Reduce -4.0% 55,724 $14.1M
Hodges Capital Management Inc. 1.17% Add +1.8% 55,719 $14.1M
Daybright Advisory Services, Inc. 3.91% Add +6.6% 55,709 $14.1M
Tounjian Advisory Partners, LLC 5.11% Reduce -3.9% 55,708 $14.1M
Compass Capital Management, Inc. 0.85% Reduce -1.6% 55,645 $14.1M
Kinsale Capital Group, Inc. 2.25% Add +4.9% 55,430 $14.1M
Old North State Trust, LLC 8.35% Add +1.3% 55,404 $14.1M
Jones Kertz & Associates, Inc. 7.46% Reduce -0.9% 55,394 $14.1M
Gables Capital Management Inc. 5.96% Reduce -1.4% 55,385 $14.1M
Strengthening Families & Communities, LLC 3.51% Reduce -28.6% 55,378 $14.1M
Lewis Asset Management, LLC 5.74% Reduce -0.4% 55,344 $14.0M
Inspirion Wealth Advisors, LLC 1.75% Reduce -0.3% 55,327 $14.0M
O'Brien Greene & Co. Inc 3.97% Add +0.9% 55,295 $14.0M
Purus Wealth Management, LLC 4.47% Add +9.5% 55,286 $14.0M
Graybill Wealth Management, LTD. 4.27% Reduce -15.5% 55,240 $14.0M
Roehl & Yi Investment Advisors, LLC 5.26% Add +21.4% 295,565 $14.0M
Bell Bank 0.59% Reduce -0.1% 55,112 $14.0M
Abbot Financial Management, Inc. 5.94% Reduce -0.6% 55,109 $14.0M
RWQ Financial Management Services, Inc. 9.11% Add +58.7% 55,101 $14.0M
Manchester Financial Inc. 2.68% Add +0.2% 55,055 $14.0M
Heirloom Wealth Management 2.52% Add +17.9% 55,039 $14.0M
Redhawk Wealth Advisors, Inc. 1.54% Reduce -2.3% 55,028 $14.0M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 5.32% New 55,000 $14.0M
Matthew 25 Management Corp 4.64% Reduce -4.3% 55,000 $14.0M
Gemmer Asset Management LLC 1.10% Reduce -0.5% 54,910 $13.9M
Parisi Gray Wealth Management 3.32% Add +0.1% 54,901 $13.9M
Empire Financial Management Company, LLC 3.15% Reduce -9.2% 54,885 $13.9M
Meadowbrook Advisors Group, LLC 8.27% Reduce -6.9% 54,801 $13.9M
Glen Eagle Advisors, LLC 1.95% Reduce -2.3% 54,794 $13.9M
Fortress Private Ledger, LLC 4.35% Add +3.7% 54,789 $13.9M
Abacus Planning Group, Inc. 1.87% Reduce -4.2% 54,765 $13.9M
PW Nova Financial Services LLC 3.78% Add +44.5% 54,758 $13.9M
Capital Management Associates, Inc 3.14% Reduce -0.1% 54,749 $13.9M
Fourpath Capital Management, LLC 1.99% Reduce -0.5% 54,618 $13.9M
Ardent Capital Management, Inc. 5.93% Reduce -7.7% 54,593 $13.9M
Kenora Financial, LLC 4.85% Reduce -2.5% 54,565 $13.8M
LongView Wealth Management 3.48% Reduce -10.1% 53,463 $13.8M
Trail Ridge Investment Advisors, LLC 6.01% Add +0.8% 54,494 $13.8M
Cadent Capital Advisors, LLC 3.66% Add +0.4% 54,475 $13.8M
DeDora Capital, Inc. 3.39% Reduce -3.2% 54,421 $13.8M
Financial Advisors Network, Inc. 1.91% Reduce -20.5% 54,390 $13.8M
Urban Wealth Management, LLC 14.13% Add +3.0% 54,383 $13.8M
Princeton Global Asset Management LLC 2.25% Add +0.9% 54,358 $13.8M
Quantbot Technologies LP 0.56% Add +76.8% 54,355 $13.8M
Timber Creek Capital Management LLC 3.34% Reduce -0.5% 54,351 $13.8M
Woodley Farra Manion Portfolio Management Inc. 0.67% Add +0.0% 54,346 $13.8M
Castle Rock Wealth Management, LLC 2.99% Add +2.1% 53,890 $13.8M
Lincoln Capital Corp. 5.08% Reduce -1.9% 54,333 $13.8M
Mane Global Capital Management LP 1.42% Add +2352.5% 54,200 $13.8M
Lummis Asset Management, LP 8.21% Reduce -3.8% 52,497 $13.7M
Promethium Advisors,llc 7.11% Add +1.4% 54,089 $13.7M
Paces Ferry Wealth Advisors, LLC 5.72% Reduce -0.3% 54,056 $13.7M
Bellevue Asset Management, LLC 6.86% Reduce -0.7% 54,038 $13.7M
Cowa, LLC 3.99% Add +13.7% 43,193 $13.7M
Redwood Investment Management, LLC 1.70% Add +1.2% 53,993 $13.7M
Fourth Dimension Wealth, LLC 5.20% Reduce -3.8% 53,983 $13.7M
WFA of San Diego, LLC 11.02% Reduce -1.0% 53,975 $13.7M
Somerset Trust Co 4.20% Add +0.3% 53,918 $13.7M
SmartHarvest Portfolios, LLC 5.71% Reduce -19.6% 53,903 $13.7M
Cherokee Insurance Co 5.19% No change 53,900 $13.7M
Madison Wealth Partners, Inc 2.18% Add +7.0% 53,870 $13.7M
EPG Wealth Management LLC 3.71% Reduce -1.6% 53,844 $13.7M
Painted Porch Advisors LLC 6.52% Reduce -3.3% 53,837 $13.7M
Willis Johnson & Associates, Inc. 0.80% Add +0.4% 53,833 $13.7M
Global Financial Private Client, LLC 4.47% Add +5.8% 53,809 $13.7M
Canopy Partners, LLC 4.68% Reduce -0.2% 53,746 $13.6M
Scissortail Wealth Management, LLC 2.74% Add +1.4% 53,730 $13.6M
Tulsa Wealth Advisors, INC 2.39% Reduce -37.0% 53,699 $13.6M
Fortitude Family Office, LLC 3.06% Reduce -21.8% 53,673 $13.6M
Signature Wealth Management Partners, LLC 6.83% Add +8.0% 53,661 $13.6M
B & T Capital Management DBA Alpha Capital Management 1.97% Reduce -1.3% 53,639 $13.6M
Citizens & Northern Corp. 3.39% Add +0.7% 53,614 $13.6M
Kentucky Farm Bureau Mutual Insurance Co 4.13% No change 53,601 $13.6M
Rock Point Advisors, LLC 3.68% Reduce -2.0% 53,575 $13.6M
Capital Advantage, Inc. 1.78% Add +0.4% 53,550 $13.6M
Cladis Investment Advisory, LLC 7.47% Reduce -4.3% 53,525 $13.6M
Bourgeon Capital Management LLC 2.41% Add +0.4% 53,524 $13.6M
Trinity Legacy Partners, LLC 2.94% Add +18.6% 52,445 $13.6M
Satovsky Asset Management LLC 2.40% Reduce -0.5% 53,461 $13.6M
Portside Wealth Group, LLC 1.84% Add +24.0% 53,446 $13.6M
Atmos Capital Gestao DE Recursos Ltda. 2.34% Add +7.5% 53,442 $13.6M
Sonata Capital Group Inc. 5.00% Reduce -0.8% 53,422 $13.6M
Northwest Bancshares, Inc. 2.70% Reduce -3.1% 53,413 $13.6M
St. Nicholas Private Asset Management, Inc. 12.67% Add +0.4% 53,375 $13.5M
Park State Asset Management 10.23% Reduce -1.6% 53,271 $13.5M
Sawyer & Company, Inc 5.20% Reduce -0.8% 53,146 $13.5M
Decker Wealth Management LLC 3.06% Reduce -1.9% 53,134 $13.5M
Gardner Lewis Asset Management L P 2.92% Reduce -0.4% 53,119 $13.5M
Alhambra Investment Management LLC 6.22% Reduce -0.2% 53,112 $13.5M
CNB Bank 5.67% Reduce -0.4% 53,050 $13.5M
Midland Wealth Advisors, LLC 0.69% Reduce -4.7% 52,942 $13.4M
Moran Wealth Management, LLC 0.41% Add +10.8% 52,920 $13.4M
Sovereign Financial Group, Inc. 2.33% Add +0.3% 52,784 $13.4M
Ameriflex Group, Inc. 6.78% Add +2.8% 52,768 $13.4M
Carderock Capital Management Inc. 3.30% Add +2.7% 52,711 $13.4M
Alaethes Wealth, LLC 3.86% Reduce -0.5% 52,711 $13.4M
Miramar Capital, LLC 2.98% Reduce -1.9% 52,672 $13.4M
Peninsula Asset Management Inc. 6.82% Add +14.7% 52,606 $13.4M
Lebenthal Global Advisors, LLC 1.94% Add +4.0% 52,579 $13.3M
Financial Security Advisor, Inc. 2.45% Add +0.5% 52,531 $13.3M
Wealth Advisory Solutions, LLC 2.97% Reduce -1.9% 52,524 $13.3M
Revisor Wealth Management LLC 3.68% Reduce -18.2% 52,492 $13.3M
Crusonia Wealth Advisors LLC 2.75% Add +2.4% 52,460 $13.3M
Connable Office Inc. 1.31% Reduce -6.4% 52,335 $13.3M
Syntegra Private Wealth Group, LLC 1.26% Reduce -4.9% 52,328 $13.3M
Integral Investment Advisors, Inc. 3.29% Add +9.7% 51,999 $13.2M
Ewa, LLC 2.99% Add +2.8% 51,875 $13.2M
White Pine Capital LLC 3.58% Reduce -0.0% 51,857 $13.2M
SYM FINANCIAL Corp 1.31% Add +4.5% 51,834 $13.2M
Sheets Smith Wealth Management 1.48% Add +1.1% 51,817 $13.2M
Westend Capital Management, LLC 3.95% Reduce -36.4% 51,796 $13.1M
Hall Capital Management Co. Inc. 4.70% Add +17.2% 48,433 $13.1M
Charles Schwab Trust Co 0.85% Reduce -3.4% 51,616 $13.1M
Clay Northam Wealth Management, LLC 7.35% Reduce -2.7% 51,603 $13.1M
First Heartland Consultants, Inc. 1.00% Reduce -4.3% 51,530 $13.1M
High Net Worth Advisory Group LLC 3.05% Reduce -3.1% 51,504 $13.1M
Calydon Capital 2.13% Reduce -0.1% 51,382 $13.0M
CFC Planning Co LLC 9.40% Add +19.6% 51,337 $13.0M
Rothschild Wealth LLC 1.18% Add +43.4% 51,298 $13.0M
Garrison Point Advisors, LLC 5.94% Reduce -3.4% 51,296 $13.0M
Waterfront Wealth Inc. 2.39% Add +2.3% 51,267 $13.0M
CGN Advisors LLC 1.03% Add +1.6% 51,194 $13.0M
Wealth Management Partners, LLC 3.71% Add +0.9% 51,104 $13.0M
Game Plan Financial Advisors, LLC 6.04% Add +0.2% 51,068 $13.0M
Flagship Capital Management Inc. 9.52% Reduce -2.6% 51,060 $13.0M
Three Arch Wealth Management LLC 2.32% Add +16.9% 50,893 $12.9M
Ballast, Inc. 2.99% Reduce -0.8% 50,867 $12.9M
Acumen Wealth Advisors, LLC 3.47% Add +11.6% 50,843 $12.9M
Tortoise Investment Management, LLC 1.07% Reduce -4.4% 50,826 $12.9M
Agate Pass Investment Management, LLC 5.05% Reduce -1.6% 50,813 $12.9M
Ervin Investment Management, LLC 7.54% Reduce -1.0% 50,749 $12.9M
WealthBridge Capital Management, LLC 2.97% Reduce -0.5% 50,735 $12.9M
Proactive Wealth Strategies LLC 2.42% Add +115.0% 50,631 $12.9M
Vista Capital Partners, Inc. 1.29% Add +6.6% 50,614 $12.8M
Seeds Investor LLC 1.75% Add +18.2% 49,593 $12.8M
Menlo Advisors LLC 5.76% No change 47,157 $12.8M
St. Johns Investment Management Company, LLC 5.39% Add +0.7% 50,443 $12.8M
Quantum Portfolio Management LLC 5.58% Add +0.5% 50,436 $12.8M
Oarsman Capital, Inc. 1.59% Add +0.8% 50,397 $12.8M
Alphadyne Asset Management LP 1.67% New 50,363 $12.8M
Capula Management Ltd 0.11% Reduce -83.8% 50,323 $12.8M
Summit Securities Group LLC 6.21% Add +88.3% 50,300 $12.8M
626 Financial, LLC 5.70% Reduce -1.4% 50,156 $12.7M
Artemis Wealth Advisors, LLC 1.93% Add +26.6% 50,137 $12.7M
Eagle Capital Management, LLC 5.01% Reduce -2.4% 50,128 $12.7M
Broadwater Capital Management LLC 9.49% No change 46,731 $12.7M
Brown, Lisle/Cummings, Inc. 3.17% Add +0.7% 50,016 $12.7M
Hanson & Doremus Investment Management 1.46% Add +5.5% 49,952 $12.7M
Strategic Investment Solutions, Inc. 3.06% Reduce -11.3% 50,037 $12.7M
Sun Group Wealth Partners 9.97% Reduce -3.0% 49,948 $12.7M
Buckhead Capital Management LLC 4.78% Reduce -3.7% 49,935 $12.7M
Pflug Koory, LLC 5.81% Reduce 0.0% 49,935 $12.7M
Lynch & Associates 2.38% Add +0.9% 49,934 $12.7M
Pettinga Financial Advisors LLC 2.38% Add +1.8% 49,816 $12.6M
Horizon Wealth Management, LLC 1.85% Reduce -1.4% 49,689 $12.6M
Boston Research & Management Inc. 2.99% Reduce -7.3% 49,674 $12.6M
Carmel Capital Management L.L.C. 3.61% Reduce -0.1% 49,662 $12.6M
Schonfeld Strategic Advisors LLC 0.10% Reduce -31.8% 49,625 $12.6M
Torray Investment Partners LLC 1.97% Reduce -1.0% 49,566 $12.6M
Oak Grove Capital LLC 2.16% Add +2.9% 49,525 $12.6M
Cary Street Partners Investment Advisory LLC 3.21% Add +4.3% 49,456 $12.6M
Sculati Wealth Management, LLC 4.64% Reduce -1.9% 49,449 $12.5M
Wealth Group, Ltd. 11.69% Add +0.6% 49,373 $12.5M
Coston, McIsaac & Partners 2.83% Reduce -4.2% 49,364 $12.5M
Riggs Asset Managment Co. Inc. 2.58% Reduce -0.6% 49,346 $12.5M
Financial Insights, Inc. 4.06% Add +1.6% 49,313 $12.5M
KKM Financial LLC 2.22% No change 46,017 $12.5M
Atticus Wealth Management, LLC 3.39% Reduce -1.8% 49,283 $12.5M
Eastover Investment Advisors LLC 5.35% Reduce -0.8% 49,218 $12.5M
Annis Gardner Whiting Capital Advisors, LLC 2.00% Add +7.5% 49,211 $12.5M
Montgomery Investment Management Inc. 4.25% Add +0.4% 49,080 $12.5M
Bonness Enterprises Inc. 4.56% No change 49,070 $12.5M
TLW Wealth Management, LLC 7.29% Add +0.5% 49,056 $12.4M
Plante Moran Financial Advisors, LLC 0.81% Reduce -11.1% 49,049 $12.4M
BWM Planning, LLC 3.28% Reduce -1.1% 49,007 $12.4M
Marathon Capital Management 2.80% Add +0.3% 48,992 $12.4M
Colonial River Investments, LLC 4.45% Reduce -0.3% 48,972 $12.4M
Richard P Slaughter Associates Inc 2.69% Reduce -4.9% 48,931 $12.4M
Impact Partnership Wealth, LLC 1.53% Reduce -3.5% 48,929 $12.4M
Atlas Legacy Advisors, LLC 2.27% Reduce -20.6% 48,795 $12.4M
JPL Wealth Management, LLC 2.85% Reduce -0.9% 48,887 $12.4M
Tsai Capital Corp 9.23% Add +2.3% 48,884 $12.4M
Rubicon Advisors, GP 11.08% Reduce -1.3% 48,817 $12.4M
Manitou Investment Management Ltd. 2.45% Reduce -33.0% 48,812 $12.4M
Cornerstone Capital, Inc. 1.24% Add +17.7% 48,811 $12.4M
GWN Securities Inc. 2.37% Add +1.4% 48,795 $12.4M
Crane Advisory, LLC 1.85% Reduce -0.1% 46,961 $12.4M
One Wealth Management Investment & Advisory Services, LLC 14.88% Reduce -1.0% 48,676 $12.4M
Woodward Diversified Capital, LLC 5.62% Reduce -1.7% 45,671 $12.3M
Shum Financial Group, Inc. 8.72% Add +42.1% 48,600 $12.3M
Purkiss Capital Advisors LLC 5.42% Add +1.0% 48,593 $12.3M
Clearwater Capital Advisors, LLC 0.99% Reduce -0.2% 48,551 $12.3M
First Command Advisory Services, Inc. 0.08% Reduce -0.3% 48,498 $12.3M
Horst & Graben Wealth Management LLC 1.69% Add +1.3% 45,965 $12.3M
Steinberganna Wealth Management 5.90% Reduce -1.8% 48,380 $12.3M
United Bank 4.08% Add +4.5% 48,325 $12.3M
Richards, Merrill & Peterson, Inc. 4.49% Add +1.4% 48,255 $12.2M
Carnegie Lake Advisors LLC 4.90% Reduce -2.3% 48,226 $12.2M
Lederer & Associates Investment Counsel 8.67% Reduce -0.5% 48,222 $12.2M
Allied Investment Advisors, LLC 1.75% Reduce -1.9% 48,195 $12.2M
Enterprise Financial Services Corp 6.20% Add +4.3% 48,189 $12.2M
Royal Fund Management, LLC 1.17% Add +17.1% 48,168 $12.2M
Lavaca Capital LLC 2.27% Add +8.8% 48,125 $12.2M
Ellsworth Advisors, LLC 2.29% Add +3.0% 48,123 $12.2M
Prosperitas Financial LLC 4.54% Reduce -5.1% 48,067 $12.2M
J.Safra Asset Management Corp 0.66% Reduce -5.3% 48,019 $12.2M
Everpar Advisors LLC 4.19% Add +14.8% 47,949 $12.2M
FUKOKU MUTUAL LIFE INSURANCE Co 0.79% Reduce -2.9% 47,841 $12.1M
Searcy Financial Services Inc. 4.50% Reduce -0.6% 47,839 $12.1M
GPM Growth Investors, Inc. 5.10% Add +0.1% 47,807 $12.1M
Centurion Wealth Management LLC 2.73% Reduce -36.1% 47,721 $12.1M
Sagewood Asset Management LP 3.78% Add +10.8% 47,579 $12.1M
DCM Advisors, LLC 5.49% Reduce -2.9% 47,905 $12.1M
Vista Investment Partners LLC 3.19% Add +0.2% 47,440 $12.0M
Thomas Story & Son LLC 4.62% Reduce -0.3% 47,417 $12.0M
Eukles Asset Management 5.36% Reduce -8.4% 47,342 $12.0M
Cypress Funds LLC 3.02% Reduce -60.1% 47,315 $12.0M
Antonelli Financial Advisors, LLC 8.29% Reduce -19.5% 47,286 $12.0M
Owen LaRue, LLC 4.60% Reduce -0.9% 47,227 $12.0M
Vega Investment Solutions 2.86% Reduce -0.2% 47,171 $12.0M
jvl associates llc 4.01% Reduce -0.1% 47,101 $12.0M
FCG Investment Co 5.24% — 47,097 $12.0M
Rede Wealth, LLC 4.30% Reduce -0.9% 47,093 $12.0M
Amplius Wealth Advisors, LLC 1.00% Reduce -1.0% 47,078 $11.9M
Marshall Financial Group, LLC 1.91% Reduce -4.9% 46,986 $11.9M
Poehling Capital Management, INC. 2.51% Add +2.8% 46,960 $11.9M
Xcel Wealth Management, LLC 3.38% Reduce -6.6% 46,950 $11.9M
Union Heritage Capital, LLC 4.42% Reduce -32.8% 46,888 $11.9M
Oslo Pensjonsforsikring AS 1.85% — 46,879 $11.9M
Fairfield Financial Advisors, LTD 4.12% Reduce -1.9% 46,859 $11.9M
Cloud Capital Management, LLC 5.18% Reduce -16.6% 46,835 $11.9M
HBW Advisory Services LLC 1.25% Reduce -2.0% 46,814 $11.9M
Port Capital LLC 0.53% Reduce -4.2% 46,648 $11.8M
Navellier & Associates Inc. 1.23% Reduce -1.0% 46,610 $11.8M
Hamilton Capital, LLC 0.61% Add +34.4% 46,597 $11.8M
Dagco, Inc. 2.56% Add +0.9% 46,592 $11.8M
Wealth Alliance Advisory Group, LLC 1.87% Add +0.8% 46,586 $11.8M
Caldwell Sutter Capital, Inc. 4.81% Reduce -4.0% 46,573 $11.8M
Brentview Investment Management LLC 5.10% Add +4.1% 46,496 $11.8M
Nordwand Advisors, LLC 2.06% Reduce -4.0% 46,443 $11.8M
Kohmann Bosshard Financial Services, LLC 1.15% Reduce -0.3% 46,415 $11.8M
AMJ Financial Wealth Management 2.79% Add +35.1% 46,367 $11.8M
BKM Wealth Management, LLC 4.29% Add +2.9% 46,324 $11.8M
Investment Advisory Services Inc. /TX 3.74% Reduce -1.1% 46,304 $11.8M
Joseph P. Lucia & Associates, LLC 4.20% Reduce -2.6% 46,299 $11.8M
Private Management Group Inc. 0.34% Reduce -7.0% 46,262 $11.7M
Freemont Management S.A. 2.19% Reduce -9.6% 46,200 $11.7M
Delta Asset Management LLC 1.07% Reduce -4.5% 46,191 $11.7M
Atlantic Edge Private Wealth Management, LLC 2.89% Reduce -0.0% 46,188 $11.7M
Avalon Capital Management 3.31% Reduce -15.1% 46,166 $11.7M
Weiss Asset Management LP 0.30% Reduce -55.8% 46,140 $11.7M
Marino, Stram & Associates LLC 2.10% Reduce -1.4% 46,139 $11.7M
McGinn Penninger Investment Management, Inc. 7.65% Reduce -18.1% 46,090 $11.7M
Mitchell Sinkler & Starr 5.40% Add +2.1% 46,072 $11.7M
Cross Staff Investments Inc 5.92% Add +0.7% 46,065 $11.7M
SLT Holdings LLC 8.27% Add +20.2% 46,051 $11.7M
MTM Investment Management, LLC 3.70% Add +2.1% 46,026 $11.7M
Key Client Fiduciary Advisors, LLC 4.01% Add +1.0% 46,024 $11.7M
Elevated Capital Advisors, LLC 2.94% Reduce -8.5% 45,998 $11.7M
First Community Trust NA 8.61% Add +0.3% 45,964 $11.7M
Smallwood Wealth Investment Management, LLC 6.15% Reduce -1.0% 45,946 $11.7M
West Michigan Advisors, LLC 2.56% Add +10.7% 45,869 $11.6M
Nvest Financial, LLC 4.33% Add +2.2% 45,831 $11.6M
Truvestments Capital LLC 2.10% Add +0.0% 45,816 $11.6M
RDA Financial Network 2.91% Reduce -3.3% 45,761 $11.6M
Sandhill Capital Partners LLC 1.00% Reduce -7.3% 45,677 $11.6M
Insight Wealth Strategies, LLC 1.29% Add +0.1% 45,628 $11.6M
Stokes Capital Advisors, LLC 2.60% Reduce -0.6% 45,626 $11.6M
Osterweis Capital Management Inc. 0.72% Reduce -0.5% 45,576 $11.6M
Lombard Odier Asset Management (Europe) Ltd 0.95% Add +13.2% 45,475 $11.5M
Cherry Creek Investment Advisors, Inc. 5.01% Reduce -2.6% 45,459 $11.5M
Palogic Value Management, L.P. 5.13% Reduce -0.1% 45,437 $11.5M
Sitrin Capital Management LLC 5.77% Reduce -0.0% 45,356 $11.5M
BridgePort Financial Solutions, LLC 3.26% Reduce -0.5% 45,348 $11.5M
One Day In July LLC 0.92% Add +7.4% 45,345 $11.5M
Wealthedge Investment Advisors, LLC 4.22% Add +53.6% 45,303 $11.5M
Walled Lake Planning & Wealth Management, LLC 3.38% Add +0.4% 45,234 $11.5M
Chris Bulman Inc 5.02% Reduce -4.1% 45,117 $11.5M
Tenere Capital LLC 8.39% Reduce -3.6% 45,061 $11.4M
Orion Capital Management LLC 3.94% Reduce -0.1% 44,936 $11.4M
Amarillo National Bank 2.01% Add +4.1% 44,922 $11.4M
Analyst IMS Investment Management Services Ltd. 0.35% Reduce -29.2% 44,904 $11.4M
Income Insurance Ltd 7.75% Reduce -0.7% 44,897 $11.4M
Towne Trust Company, N.A 3.66% Reduce -2.3% 44,895 $11.4M
Centerpoint Advisors, LLC 3.71% Reduce -1.7% 44,887 $11.4M
Deseret Mutual Benefit Administrators 3.88% Add +107.1% 44,886 $11.4M
Carl P. Sherr & Co., LLC 5.35% Reduce -0.7% 44,860 $11.4M
Yoder Wealth Management, Inc. 5.19% Reduce -4.3% 44,842 $11.4M
Laraway Financial Advisors Inc 7.98% Reduce -4.5% 44,726 $11.4M
Providence Wealth Advisors, LLC 7.21% Reduce -0.9% 44,592 $11.3M
Security Financial Services, INC. 1.79% Add +2.1% 44,641 $11.3M
Ninety One North America, Inc. 0.51% Add +78.4% 44,605 $11.3M
Chesapeake Wealth Management 3.47% Reduce -2.8% 44,577 $11.3M
Baker Ellis Asset Management LLC 1.34% Reduce -1.1% 44,543 $11.3M
SGL Investment Advisors, Inc. 4.28% Reduce -14.7% 38,624 $11.3M
Stansberry Asset Management, LLC 1.18% Reduce -0.0% 44,503 $11.3M
Cim Investment Management Inc. 3.01% Reduce -0.5% 44,487 $11.3M
Glass Wealth Management Co LLC 4.37% Add +3.9% 44,404 $11.3M
Financial Synergies Wealth Advisors, Inc. 1.07% Add +94.2% 44,300 $11.2M
Drexel Morgan & Co. 1.65% No change 44,296 $11.2M
LCM Capital Management Inc 5.63% Add +1.2% 44,205 $11.2M
SIH Partners, LLLP 0.35% Add +80.3% 44,175 $11.2M
Vance Wealth, LLC 3.24% Add +5.3% 44,155 $11.2M
Prudent Man Advisors, LLC 3.36% Add +54.3% 43,648 $11.2M
RPg Family Wealth Advisory, LLC 2.33% Reduce -1.5% 44,074 $11.2M
Peregrine Asset Advisers, Inc. 3.01% Reduce -20.2% 44,009 $11.2M
Chou Associates Management Inc. 5.37% No change 44,000 $11.2M
Greenline Partners, LLC 1.20% Reduce -3.1% 43,987 $11.2M
Resurgent Financial Advisors LLC 4.08% Add +32.1% 43,983 $11.2M
Saxon Interests, Inc. 3.85% Add +0.6% 43,958 $11.2M
Fi3 FINANCIAL ADVISORS, LLC 3.22% Add +10.1% 43,955 $11.2M
Evexia Wealth LLC 3.07% Reduce -2.5% 43,026 $11.2M
Landing Point Financial Group, LLC 5.41% Add +0.4% 43,937 $11.2M
Summit Financial Wealth Advisors, LLC 1.58% Add +0.7% 43,928 $11.1M
Eclectic Associates Inc. 1.48% Reduce -0.1% 43,885 $11.1M
Summit Asset Management, LLC 1.55% Add +2.7% 43,795 $11.1M
Acorn Financial Advisory Services Inc. 1.52% Reduce -11.5% 43,786 $11.1M
Financial Council, LLC 4.29% Reduce -7.7% 43,780 $11.1M
Cascades Capital Asset Management, LLC 4.71% Add +0.5% 43,769 $11.1M
Advyzon Investment Management, LLC 0.99% Add +5.8% 43,722 $11.1M
Reliant Investment Management, LLC 5.35% Add +0.9% 43,715 $11.1M
ABLE Financial Group, LLC 2.17% Reduce -5.4% 43,647 $11.1M
CTC LLC 0.89% New 43,631 $11.1M
Opal Wealth Advisors, LLC 2.50% Add +0.6% 43,536 $11.0M
Uhlmann Price Securities, LLC 0.74% Add +199.2% 43,717 $11.0M
Security National Bank of So Dak 5.30% Reduce -1.7% 43,361 $11.0M
Windle Wealth, LLC 4.65% Add +3.3% 43,339 $11.0M
D'Orazio & Associates, Inc. 1.42% Reduce -1.7% 43,322 $11.0M
Beacon Financial Group 1.10% Reduce -3.1% 43,319 $11.0M
Sunpointe, LLC 3.60% Add +1.2% 43,311 $11.0M
Bank of Stockton 3.40% Add +1.6% 43,309 $11.0M
Notis-McConarty Edward 5.45% Reduce -1.8% 43,240 $11.0M
Peoples Financial Services Corp. 5.20% Reduce -1.9% 43,222 $11.0M
My Personal CFO, LLC 4.80% Reduce -4.4% 43,221 $11.0M
Grant Private Wealth Management Inc 5.82% Add +36.1% 43,195 $11.0M
Thompson Investment Management, Inc. 1.42% Reduce -2.4% 43,163 $11.0M
TFC Financial Management, Inc. 1.35% Reduce -6.3% 43,158 $11.0M
Cane Capital Partners, LLC 4.83% Add +7.2% 43,149 $11.0M
Family Capital Trust Co 3.96% Reduce -8.5% 43,109 $10.9M
Sage Rhino Capital LLC 2.04% Reduce -0.5% 43,067 $10.9M
Greykasell Wealth Strategies, Inc. 4.40% Add +0.3% 43,028 $10.9M
Range Advisory, LLC 2.02% Add +54.8% 43,011 $10.9M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.71% No change 42,990 $10.9M
Manning & Napier Advisors LLC 0.15% Add +1896.4% 42,922 $10.9M
Valley Brook Capital Group, Inc. 7.30% Reduce -1.4% 42,908 $10.9M
Omega Financial Group, LLC 3.58% Add +370.8% 42,846 $10.9M
Planning Directions Inc. 5.50% Add +0.5% 42,845 $10.9M
Fairvoy Private Wealth, LLC 2.59% Reduce -11.1% 42,788 $10.9M
Westwood Wealth Management 4.26% Add +74.7% 42,751 $10.8M
Genesee Capital Advisors, LLC 4.54% Reduce -0.3% 42,712 $10.8M
Stanley-Laman Group, Ltd. 1.33% Add +6.5% 42,686 $10.8M
Atlas Private Wealth Advisors 2.55% Reduce -3.6% 42,602 $10.8M
Vectors Research Management, LLC 3.16% Add +4.6% 42,586 $10.8M
Elite Wealth Management, Inc. 3.50% Add +34.1% 42,464 $10.8M
Opinicus Capital, Inc. 7.59% Reduce -0.9% 42,429 $10.8M
CCG Wealth Management, LLC 2.92% Add +109.6% 42,414 $10.8M
WealthBridge Investment Counsel Inc. 3.29% Reduce -0.4% 42,401 $10.8M
Spinnaker Investment Group, LLC 2.19% Reduce -5.7% 42,372 $10.8M
University of Wisconsin Foundation 9.54% Reduce -35.3% 42,335 $10.7M
Investmark Advisory Group LLC 4.59% Reduce -2.9% 42,267 $10.7M
Advisors Preferred, LLC 1.58% Add +5.1% 42,263 $10.7M
Abound Wealth Management 2.44% Reduce -0.2% 42,238 $10.7M
New Republic Capital, LLC 3.61% Reduce -30.9% 42,164 $10.7M
Ranch Capital Advisors Inc. 3.91% Add +0.1% 42,115 $10.7M
Foguth Wealth Management, LLC. 1.25% Add +13.2% 34,238 $10.7M
West Family Investments, Inc. 3.75% Reduce -35.6% 42,092 $10.7M
Fox Hill Wealth Management 5.14% Reduce -0.1% 42,079 $10.7M
Invst, LLC 1.21% Add +1.6% 42,071 $10.7M
Stiles Financial Services Inc 3.26% Reduce -0.9% 42,044 $10.7M
Hilltop National Bank 2.54% Add +0.6% 42,036 $10.7M
Dunhill Financial, LLC 2.51% Add +36.5% 42,020 $10.7M
GP Brinson Investments LLC 4.84% No change 42,000 $10.7M
Gibbs Wealth Management 1.40% Add +116.3% 41,850 $10.6M
Headland Capital, LLC 2.99% Add +0.7% 41,834 $10.6M
NewSquare Capital LLC 0.92% Add +9.9% 41,813 $10.6M
Bienville Capital Management, LLC 2.01% Reduce -14.4% 41,755 $10.6M
Cohen Investment Advisors LLC 5.03% Reduce -0.8% 41,703 $10.6M
Banyan Capital Management, Inc. 4.55% Reduce -4.7% 41,631 $10.6M
Strong Tower Advisory Services 1.99% Add +2.9% 41,631 $10.6M
Pacific Sun Financial Corp 5.11% Add +0.6% 41,604 $10.6M
Beutel, Goodman & Co Ltd. 0.07% Reduce -8.1% 41,602 $10.6M
Mathes Company, Inc. 3.87% Add +0.2% 41,592 $10.6M
Karani Asset Management LLC 9.23% Add +55.6% 41,560 $10.5M
Integrated Investment Consultants, LLC 2.24% Reduce -0.3% 41,493 $10.5M
Virtue Capital Management, LLC 1.60% Reduce -1.7% 42,589 $10.5M
Oder Investment Management, LLC 8.02% Reduce -0.2% 41,144 $10.4M
Kane Investment Management, Inc. 5.35% Reduce -1.6% 40,996 $10.4M
Hartford Funds Management Co LLC 0.90% Reduce -2.3% 40,895 $10.4M
Curated Wealth Partners LLC 1.31% Add +23.1% 40,892 $10.4M
CYBER HORNET ETFs LLC 6.70% Reduce -7.1% 40,609 $10.4M
Garden State Investment Advisory Services LLC 2.48% Add +0.1% 40,844 $10.4M
Mason & Associates Inc 2.01% Add +3.2% 42,058 $10.4M
BankPlus Trust Department 2.77% Reduce -10.3% 40,870 $10.4M
Haven Capital Group, Inc. 9.62% Reduce -0.1% 40,852 $10.4M
North Growth Management Ltd. 1.59% Add +20.6% 41,000 $10.4M
Victrix Investment Advisors 3.75% Add +3.2% 40,678 $10.3M
Pine Haven Investment Counsel, Inc 7.59% Reduce -1.5% 40,654 $10.3M
Norway Savings Bank 4.89% Reduce -1.6% 40,641 $10.3M
CM Wealth Advisors LLC 2.19% Add +0.3% 40,607 $10.3M
Blackhawk Capital Partners, LLC 3.78% Add +2.3% 40,603 $10.3M
Integris Wealth Management, LLC 2.37% Add +0.2% 40,597 $10.3M
W Advisors, LLC 5.28% Add +1.6% 40,584 $10.3M
Wright Wealth LLC 6.89% Reduce -3.0% 40,557 $10.3M
Harbor Advisory Corp. 3.09% Reduce -7.9% 40,542 $10.3M
Acorns Advisers, LLC 0.08% Add +10.6% 40,524 $10.3M
Gould Asset Management LLC 1.79% Add +1.0% 40,519 $10.3M
Cfo Capital Management LLC 8.46% Reduce -4.4% 40,973 $10.3M
Oxler Private Wealth LLC 3.22% Add +0.2% 40,475 $10.3M
Granite Bay Wealth Management, LLC 2.18% Add +7.9% 40,448 $10.3M
Altrafin AG 3.65% No change 40,416 $10.3M
Aspire Growth Partners LLC 7.03% Reduce -1.4% 40,372 $10.2M
Baron Silver Stevens Financial Advisors, LLC 1.48% Reduce -4.1% 40,299 $10.2M
Johnson Financial Group, LLC 0.68% Add +73.3% 40,296 $10.2M
Meramec Financial Planners, LLC 4.06% Reduce -0.9% 37,453 $10.2M
Cottage Street Advisors LLC 4.42% Reduce -2.8% 40,273 $10.2M
SC&H Financial Advisors, Inc. 1.54% Reduce -0.6% 40,224 $10.2M
Gunpowder Capital Management, LLC dba Oliver Wealth Management 7.74% Reduce -0.5% 40,194 $10.2M
Trilogy Capital Inc. 0.45% Add +1.5% 40,138 $10.2M
Altura Wealth Advisors Inc. 4.43% Add +11.3% 40,031 $10.2M
Pines Wealth Management, LLC 3.29% Add +3.8% 40,014 $10.2M
Ellerson Group Inc. 6.66% Reduce -0.4% 40,013 $10.2M
Mattson Financial Services, LLC 2.42% Reduce -2.9% 40,005 $10.2M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 3.41% Reduce -9.7% 40,000 $10.2M
KP Management LLC 2.91% Reduce -15.8% 40,000 $10.2M
Processus Wealth & Capital Management, LLC 6.89% Add +0.3% 39,987 $10.1M
Strategic Financial Concepts, LLC 2.50% Add +204.6% 39,950 $10.1M
Alkeme Wealth, LLC 4.14% Add +0.8% 39,969 $10.1M
Global Trust Asset Management, LLC 3.88% Reduce -0.6% 39,945 $10.1M
Tred Avon Family Wealth, LLC 3.37% Reduce -3.2% 39,939 $10.1M
Legacy Edge Advisors, LLC 1.06% Reduce -2.4% 39,923 $10.1M
Anb Bank 4.10% Reduce -0.4% 39,916 $10.1M
Hudson Canyon Capital Management 6.20% Reduce -0.6% 39,911 $10.1M
RBA Wealth Management, LLC 3.65% Reduce -1.1% 39,909 $10.1M
White Pine Investment CO 2.35% Reduce -4.3% 39,905 $10.1M
D.B. Root & Company, LLC 2.42% Add +1.1% 39,868 $10.1M
IMA Advisory Services, Inc. 0.99% Reduce -1.9% 39,853 $10.1M
Evelyn Partners Asset Management Ltd 2.49% Reduce -0.1% 39,793 $10.1M
Simplex Trading, LLC 0.31% Reduce -94.4% 39,784 $10.1M
Lynch Asset Management, Inc. 3.38% No change 39,700 $10.1M
Abel Hall, LLC 2.15% Add +16.2% 39,696 $10.1M
Greystone Financial Group, LLC 2.85% Reduce -51.5% 39,695 $10.1M
Lattice Capital Management, LLC 17.69% Reduce -16.2% 39,400 $10.1M
Cetera Trust Company, N.A 5.69% Reduce -3.3% 39,642 $10.1M
Bernardo Wealth Planning LLC 1.97% Reduce -0.3% 39,621 $10.1M
Safeguard Investment Advisory Group, LLC 2.78% Reduce -2.9% 39,609 $10.1M
Geremia Financial Services, LLC 8.18% Add +0.9% 39,590 $10.0M
Northcape Wealth Management, LLC 2.73% Reduce -2.7% 39,469 $10.0M
Martin & Co. Inc. 1.71% Add +1.2% 39,469 $10.0M
Madrona Financial Services, LLC 2.19% Add +2.1% 39,450 $10.0M
Wealth Advisors of Tampa Bay, LLC 3.31% Reduce -1.4% 39,426 $10.0M
Weaver Capital Management LLC 2.17% Add +3.5% 39,390 $10.0M
Convergence Financial, LLC 1.06% Reduce -2.5% 39,366 $10.0M
Argent Advisors, Inc. 2.73% Reduce -2.1% 39,369 $10.0M
Ayalon Insurance Comp Ltd. 2.04% No change 39,358 $10.0M
Provenance Wealth Advisors, LLC 1.06% Add +4.0% 39,349 $10.0M
Marion Wealth Management 2.21% Add +4.8% 39,308 $10.0M
Capstone Wealth Management Group LLC 6.13% Reduce -12.5% 39,275 $10.0M
Cromwell Holdings LLC 5.60% No change 39,254 $10.0M
Marathon Wealth Advisors LLC 4.08% Add +1.9% 39,213 $10.0M
Aft, Forsyth & Company, Inc. 4.68% Reduce -0.8% 39,207 $10.0M
Hoertkorn Richard Charles 8.16% Reduce -56.6% 39,193 $9.9M
C2C Wealth Management, LLC 8.41% No change 39,168 $9.9M
G2 Capital Management, LLC / Oh 2.41% Reduce -1.8% 39,136 $9.9M
Register Financial Advisors LLC 3.67% Add +1.2% 39,130 $9.9M
Rydar Equities, Inc. 7.68% Add +2.5% 39,052 $9.9M
Elefante Mark B 5.46% Add +16.1% 39,085 $9.9M
Founders Capital Management 4.84% Add +1.2% 39,073 $9.9M
Advocate Group LLC 1.55% Reduce -2.3% 39,062 $9.9M
Engineers Gate Manager LP 0.12% Add +141.1% 39,056 $9.9M
Triton Wealth Management, PLLC 3.68% Reduce -0.4% 38,936 $9.9M
Affiance Financial, LLC 1.61% Reduce -11.0% 39,038 $9.9M
Morling Financial Advisors, LLC 3.05% Add +2.2% 39,019 $9.9M
Ponta Wealth Partners, LLC 7.96% Add +19.8% 39,010 $9.9M
Novak & Powell Financial Services, Inc. 5.33% Reduce -2.2% 38,991 $9.9M
Eagle Bay Advisors LLC 8.72% Reduce -5.8% 38,947 $9.9M
Bruce & Co., Inc. 2.82% No change 38,900 $9.9M
Garner Asset Management Corp 3.87% Add +3.7% 38,877 $9.9M
Northwest Wealth Management, LLC 1.48% Reduce -8.0% 38,786 $9.8M
CoreFirst Bank & Trust 5.21% Reduce -7.3% 38,753 $9.8M
Johnson Bixby & Associates, LLC 1.22% Reduce -0.3% 38,705 $9.8M
East Coast Asset Management, LLC. 3.24% Reduce -2.3% 38,704 $9.8M
CPC Advisors, LLC 1.59% Reduce -55.6% 38,601 $9.8M
TritonPoint Partners, LLC 3.60% Add +16.8% 38,571 $9.8M
Legacy Financial Group, Inc. 2.59% Reduce -0.8% 38,571 $9.8M
Aurora Investment Managers, LLC. 7.19% Add +0.6% 38,532 $9.8M
LifeWealth Investments, LLC 2.92% Add +1.6% 38,526 $9.8M
Alta Wealth Advisors LLC 3.17% Add +4.6% 38,472 $9.8M
Tranquility Partners, LLC 3.68% Reduce -0.5% 38,432 $9.8M
Contravisory Investment Management, Inc. 2.00% Reduce -6.5% 38,422 $9.8M
Meritas Wealth Management, LLC 4.41% Reduce -5.3% 38,389 $9.7M
Parkshore Wealth Management, Inc. 3.26% Reduce -0.2% 38,373 $9.7M
Auctus Advisors LLC 9.23% Reduce -10.9% 38,345 $9.7M
Pacific Wealth Strategies Group, Inc. 6.08% Reduce -19.4% 38,288 $9.7M
ROI Financial Advisors, LLC 5.81% Reduce -0.9% 38,275 $9.7M
Sunbeam Capital Management, LLC 5.56% Add +5.3% 38,259 $9.7M
DT Investment Partners, LLC 0.81% Add +0.5% 38,171 $9.7M
Chaney Capital Management, Inc. 3.42% Add +13.1% 38,171 $9.7M
Eaton Financial Holdings Company, LLC 3.17% Reduce -15.8% 38,152 $9.7M
Lakeshore Financial Planning, Inc. 3.51% Reduce -0.2% 38,137 $9.7M
Weaver Consulting Group 2.31% Reduce -1.6% 38,128 $9.7M
Bernicke Wealth Management, Ltd. 1.25% Reduce -1.5% 38,074 $9.7M
Family Legacy, Inc. 2.90% Reduce -2.7% 38,035 $9.7M
Mubadala Investment Co PJSC 0.05% New 38,034 $9.7M
Infusive Asset Management Inc. 4.67% New 38,011 $9.6M
Ally Financial Inc. 1.20% Add +533.3% 38,000 $9.6M
Banque de Luxembourg S.A. 4.99% Reduce -2.7% 37,970 $9.6M
Lantern Wealth Advisors, LLC 4.94% Add +1.4% 37,960 $9.6M
Freedom Day Solutions, LLC 2.58% Reduce -3.3% 37,905 $9.6M
New England Research & Management, Inc. 4.06% Add +1.4% 37,851 $9.6M
Goodman Advisory Group, LLC 2.49% Add +8.0% 37,820 $9.6M
Merrion Investment Management Co, LLC 5.16% No change 37,797 $9.6M
Boltwood Capital Management 2.45% Add +3.9% 37,782 $9.6M
Boxwood Ventures, Inc. 10.15% No change 37,745 $9.6M
Leelyn Smith, LLC 1.34% Add +3.3% 37,742 $9.6M
NavPoint Financial, Inc. 3.87% Add +0.0% 37,729 $9.6M
Encompass Wealth Advisors, LLC 3.33% Reduce -0.0% 37,673 $9.6M
Ellenbecker Investment Group 1.29% Reduce -2.6% 37,671 $9.6M
Cambridge Advisors Inc. 1.85% Reduce -0.1% 37,645 $9.6M
WESCAP Management Group, Inc. 1.88% Reduce -2.0% 37,575 $9.5M
Cairn Investment Group, Inc. 4.74% Reduce -0.6% 37,565 $9.5M
Black Diamond Financial, LLC 1.04% Add +6.4% 37,566 $9.5M
Keynote Financial Services LLC 5.10% Reduce -0.8% 37,525 $9.5M
WestHill Financial Advisors, Inc. 1.82% Reduce -2.5% 37,508 $9.5M
Meridian Wealth Partners, LLC 1.31% Add +1.4% 37,491 $9.5M
Xena Financial Planning, LLC 10.73% Add +3.2% 37,460 $9.5M
Wayfinding Financial, LLC 4.13% Add +1.9% 37,440 $9.5M
Seelaus Asset Management LLC 6.91% Add +10.8% 37,432 $9.5M
First National Bank of Hutchinson 6.06% Reduce -2.2% 37,383 $9.5M
Piscataqua Savings Bank 6.66% Add +0.4% 37,342 $9.5M
Eagle Strategies LLC 1.13% Add +0.8% 37,339 $9.5M
William Allan Corp 5.60% Reduce -0.2% 37,274 $9.5M
TrustBank 3.67% Add +0.8% 37,273 $9.5M
Wisconsin Capital Management LLC 5.19% Reduce -5.3% 37,269 $9.5M
Patron Partners, LLC 4.18% Reduce -0.6% 37,265 $9.5M
Bell Investment Advisors, Inc 1.48% Add +50.8% 37,248 $9.5M
Quattro Advisors LLC 8.19% Reduce -2.1% 37,244 $9.5M
Fiducient Advisors LLC 1.23% Add +31.0% 37,131 $9.4M
Beacon Investment Advisors LLC 3.56% Reduce -2.3% 37,112 $9.4M
LFG Wealth Partners, LLC 5.68% Add +20.6% 37,106 $9.4M
Creekside Partners 3.88% Reduce -1.9% 37,097 $9.4M
Rodgers Brothers Inc. 1.09% Reduce -2.4% 37,078 $9.4M
Old Port Advisors 2.17% Add +1.1% 37,060 $9.4M
Patrick M Sweeney & Associates, Inc. 6.03% Reduce -0.6% 37,044 $9.4M
Meridian Financial Partners LLC 3.57% Add +1.8% 37,074 $9.4M
Wealth Quarterback LLC 3.70% Reduce -4.8% 37,000 $9.4M
Merrithew & Thorsten Inc 8.85% Reduce -0.2% 36,982 $9.4M
Granite Harbor Advisors, Inc. 4.09% Reduce -0.9% 36,931 $9.4M
Rahlfs Capital, LLC 6.88% No change 36,920 $9.4M
McAlister, Sweet & Associates, Inc. 5.83% Add +2.5% 36,862 $9.4M
Bull Street Advisors, LLC 4.63% Reduce -0.7% 36,813 $9.3M
Capital Advisors, Ltd. LLC 1.06% Reduce -0.7% 36,815 $9.3M
Payden & Rygel 0.73% Add +119.0% 36,800 $9.3M
US Asset Management LLC 8.08% Reduce -0.5% 36,739 $9.3M
Pinnacle West Asset Management, Inc. 6.34% Reduce -2.0% 36,735 $9.3M
Aua Capital Management, LLC 4.76% No change 36,713 $9.3M
VUB Generali dochodkova spravcovska spolocnost, a.s. 7.34% Add +6.7% 36,678 $9.3M
Wrapmanager Inc. 3.23% Add +1.1% 36,654 $9.3M
Lifeworks Advisors, LLC 1.19% Add +8.7% 36,643 $9.3M
1900 Wealth Management LLC 0.60% Reduce -1.6% 36,594 $9.3M
Clarus Group, Inc. 3.33% Reduce -0.1% 36,549 $9.3M
Saba Capital Management, L.P. 0.30% Add +33.5% 36,494 $9.3M
Orca Investment Management, LLC 7.86% Reduce -2.3% 36,406 $9.2M
Elmwood Wealth Management, Inc. 2.55% Add +5.0% 36,356 $9.2M
Pecaut & Co. 2.99% Reduce -3.4% 36,337 $9.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 3.07% Reduce -14.2% 34,373 $9.2M
Alesco Advisors, LLC, An ESL Co 0.23% Add +19.0% 36,233 $9.2M
Intrepid Financial Planning Group LLC 3.71% Reduce -2.4% 36,229 $9.2M
Matauro, LLC 1.33% Reduce -5.2% 36,199 $9.2M
Corus Family Wealth Advisors 7.48% Reduce -0.8% 36,195 $9.2M
Trinity Financial Advisors LLC 2.61% Reduce -2.6% 36,147 $9.2M
Eagle Wealth Advisors LLC 8.46% Reduce -11.4% 36,120 $9.2M
Compass Capital Corp. /Ma/ 3.28% Add +1.6% 31,660 $9.2M
Hilltop Partners LLC 2.35% Add +4.1% 36,033 $9.1M
Matisse Capital 3.92% Reduce -1.9% 36,023 $9.1M
Ritter Daniher Financial Advisory LLC / DE 1.55% Reduce -0.4% 35,990 $9.1M
Betterment LLC 0.02% Add +10.3% 35,918 $9.1M
McBroom & Associates, LLC 5.08% Reduce -7.0% 35,915 $9.1M
Beacon Financial Advisory LLC 2.06% Add +2.4% 35,881 $9.1M
Lantz Financial LLC 1.88% Add +4.7% 35,859 $9.1M
Congress Park Capital LLC 2.79% Add +0.0% 35,846 $9.1M
Lighthouse Financial Services Inc. 2.05% Reduce -4.1% 35,125 $9.1M
Encompass More Asset Management 1.53% Add +55.5% 35,813 $9.1M
Napier Financial, LLC 2.08% Reduce -11.4% 35,803 $9.1M
Patriot Investment Management Group, Inc. 0.58% Reduce -4.0% 35,762 $9.1M
Alan B Lancz & Associates, Inc. 8.80% Reduce -9.4% 35,744 $9.1M
FPC Investment Advisory, Inc. 4.52% Reduce -5.0% 33,465 $9.1M
Brio Consultants, LLC 1.11% Reduce -2.4% 31,913 $9.1M
Hollow Brook Wealth Management LLC 2.31% Reduce -3.3% 35,692 $9.1M
Spirit of America Management Corp. 1.79% Reduce -0.3% 35,682 $9.1M
Vaughan David Investments LLC 0.19% Add +13.0% 35,677 $9.1M
Altman Advisors, Inc. 3.75% Add +2.6% 35,619 $9.0M
Marin Bay Wealth Advisors, LLC 5.43% Reduce -12.2% 37,038 $9.0M
Tempus Wealth Planning, LLC 2.07% Add +0.1% 35,558 $9.0M
Mainstream Capital Management LLC 6.05% Reduce -0.5% 35,554 $9.0M
Grey Ledge Advisors, LLC 2.04% Reduce -1.4% 35,543 $9.0M
Goepper Burkhardt LLC 3.01% Reduce -8.2% 35,529 $9.0M
Cornerstone Planning, LLC 2.04% Reduce -1.2% 35,507 $9.0M
SWP Financial LLC 4.60% Reduce -8.6% 35,509 $9.0M
Columbus Macro, LLC 0.96% Add +2.8% 35,482 $9.0M
Howard Wealth Management, LLC 3.79% Add +9.7% 35,465 $9.0M
Pinnacle Bancorp, Inc. 2.66% Reduce -0.4% 35,454 $9.0M
Kingsman Wealth Management, Inc. 5.05% Add +4.7% 35,449 $9.0M
Castlefield Investment Partners LLP 6.86% Add +6.0% 35,376 $9.0M
tru Independence LLC 4.44% Reduce -7.5% 35,352 $9.0M
McHugh Group, LLC 5.36% Reduce -1.3% 35,328 $9.0M
Silvia McColl Wealth Management, LLC 5.90% Reduce -2.3% 35,320 $9.0M
Corps Capital Advisors, LLC 7.79% Add +53.9% 35,312 $9.0M
Investment Partners, LTD. 3.19% Reduce -0.1% 35,289 $9.0M
Centennial Wealth Advisory LLC 2.17% Add +4.3% 35,230 $8.9M
CMG Global Holdings, LLC 4.26% Reduce -0.8% 35,227 $8.9M
Studio Investment Management LLC 1.61% Reduce -1.9% 35,213 $8.9M
Pitcairn Wealth Advisors LLC 0.82% Reduce -0.0% 32,866 $8.9M
Retirement Planning Co of New England, Inc. 3.63% Add +3.6% 35,158 $8.9M
MADDEN SECURITIES Corp 2.68% Add +0.9% 35,157 $8.9M
Investment Partners Asset Management, Inc. 5.49% Reduce -0.4% 35,058 $8.9M
Cape Ann Savings Bank 4.47% Add +2.2% 35,021 $8.9M
Harfst & Associates, Inc. 1.59% Add +0.0% 35,013 $8.9M
Landmark Wealth Management, Inc. 3.35% Reduce 0.0% 35,012 $8.9M
Summit Wealth Partners, LLC 1.41% Add +108.3% 34,989 $8.9M
JBR Co Financial Management Inc 3.72% No change 32,655 $8.9M
Paradiem, LLC 1.96% No change 34,976 $8.9M
Hudock, Inc. 1.31% Reduce -0.5% 34,973 $8.9M
Blueprint Financial Advisors LLC 1.31% Add +17.2% 34,917 $8.9M
Mark Sheptoff Financial Planning, LLC 4.69% Reduce -33.3% 31,144 $8.9M
Cathy Pareto & Associates, Inc. 5.94% Add +0.7% 34,868 $8.8M
Centerline Wealth Advisors, LLC 3.18% Reduce -7.7% 34,847 $8.8M
E-Wealth Partners, LLC 7.15% Reduce -0.8% 34,778 $8.8M
Innovative Asset Advisors Group, LLC 5.08% — 34,689 $8.8M
Commons Capital, LLC 7.36% Add +1.4% 34,688 $8.8M
Cambridge Financial Group, Inc. 3.29% Reduce -0.1% 34,613 $8.8M
Cheviot Value Management, LLC 0.88% Reduce -0.2% 34,539 $8.8M
Astoria Portfolio Advisors LLC. 1.87% Add +1.0% 32,734 $8.8M
Variant Private Wealth, LLC 10.60% Reduce -13.5% 34,477 $8.7M
Vines Capital Management, LLC 8.67% Add +0.3% 34,473 $8.7M
Montz Harcus Wealth Management LLC 3.53% Reduce -0.3% 34,469 $8.7M
QTR Family Wealth, LLC 3.64% Reduce -3.0% 33,777 $8.7M
Jacobsen Capital Management 2.95% Reduce -0.1% 34,441 $8.7M
Woodard & Co. Asset Management Group Inc. 1.40% Reduce -4.2% 34,410 $8.7M
Ycg, LLC 0.79% Reduce -40.3% 34,402 $8.7M
Bulltick Wealth Management, LLC 1.93% Add +9.0% 34,382 $8.7M
Cora Capital Advisors LLC 2.88% Reduce -0.8% 34,326 $8.7M
Hager Investment Management Services, LLC 4.79% Reduce -1.0% 34,317 $8.7M
Trueblood Wealth Management, LLC 3.40% Reduce -0.9% 34,278 $8.7M
Whelan Financial 2.70% Add +2.1% 34,271 $8.7M
Sky Investment Group LLC 1.52% Reduce -0.3% 34,196 $8.7M
Steel Grove Capital Advisors, LLC 0.91% Reduce -0.4% 34,155 $8.7M
Osprey Private Wealth LLC 2.51% Add +19.3% 34,148 $8.7M
LCNB Corp. 2.91% Add +1.5% 34,139 $8.7M
Towercrest Capital Management 1.35% Add +2.3% 34,126 $8.7M
Summit Place Financial Advisors, LLC 4.16% Add +0.2% 34,120 $8.7M
McKinney Capital Management, LLC 7.40% — 33,964 $8.6M
Cresta Advisors, Ltd. 3.53% Reduce -1.3% 33,957 $8.6M
Gratus Wealth Advisors, LLC 1.25% Reduce -4.2% 33,937 $8.6M
Noesis Capital Mangement Corp. 1.27% Add +2.3% 33,929 $8.6M
Green Ridge Wealth Planning LLC 4.53% Add +0.0% 33,926 $8.6M
Samalin Investment Counsel, LLC 3.07% Reduce -11.6% 33,915 $8.6M
Founders Grove Wealth Partners, LLC 1.96% Reduce -0.3% 33,902 $8.6M
Mfa Wealth Advisors, LLC 1.69% Add +3.1% 33,897 $8.6M
First United Bank & Trust 2.79% Reduce -6.2% 33,869 $8.6M
Pacific Sage Partners, LLC 1.35% Add +9.0% 33,810 $8.6M
Portland Global Advisors LLC 0.91% Reduce -1.0% 33,792 $8.6M
Rockbridge Asset Management LLC 5.78% Reduce -6.6% 33,788 $8.6M
Aspen Investment Management Inc 2.62% Reduce -22.1% 33,767 $8.6M
Darden Wealth Group Inc 4.37% Reduce -3.3% 33,729 $8.6M
Schneider Downs Wealth Management Advisors, LP 0.94% Reduce -0.6% 33,719 $8.6M
Claris Financial LLC 4.68% Reduce -2.5% 33,714 $8.6M
Alpine Woods Capital Investors, LLC 2.05% Reduce -44.7% 33,696 $8.6M
Yarger Wealth Strategies, LLC 3.46% Reduce -0.5% 33,652 $8.5M
Vigilare Wealth Management 2.89% Add +0.1% 33,652 $8.5M
Berman McAleer LLC 1.16% Add +2.4% 33,640 $8.5M
Wilson & Boucher Capital Management, LLC 5.66% Reduce -0.1% 33,634 $8.5M
Factor Wealth Management LTD 1.60% Add +0.6% 33,591 $8.5M
Asset Management Advisors, LLC 5.16% Add +0.2% 33,583 $8.5M
Orser Capital Management, LLC 5.57% Reduce -0.2% 33,581 $8.5M
Niles Investment Management, LLC 7.63% Reduce -9.6% 33,482 $8.5M
American Trust Investment Advisors, LLC 4.69% Reduce -1.8% 33,443 $8.5M
Beacon Harbor Wealth Advisors, Inc. 1.78% Add +11.6% 33,387 $8.5M
Strategies Wealth Advisors, LLC 0.85% Reduce -0.2% 33,365 $8.5M
Arta Finance Wealth Management LLC 4.18% Reduce -1.2% 33,362 $8.5M
Magnolia Capital Management Ltd. 5.71% Add +24.7% 33,354 $8.5M
Orleans Capital Management Corp. 5.72% Reduce -0.7% 33,331 $8.5M
Monument Capital Management 2.12% Reduce -1.0% 33,306 $8.5M
Colorado Capital Management, Inc. 3.15% Reduce -1.3% 33,299 $8.5M
Shoker Investment Counsel, Inc. 2.49% Reduce -4.2% 33,056 $8.4M
Cornerstone Planning Group LLC 1.12% Add +8.4% 29,522 $8.4M
Bcwm, LLC 2.37% Reduce -9.8% 32,979 $8.4M
Choice Wealth Advisors LLC 3.28% Reduce -0.2% 32,978 $8.4M
Integrated Quantitative Investments LLC 1.52% Reduce -2.9% 32,947 $8.4M
Granite Islands Private Wealth, LLC 7.70% Add +3.6% 33,094 $8.4M
Crown Wealth Group, LLC 2.45% Add +3.4% 32,898 $8.3M
Sage Mountain Advisors LLC 0.58% Reduce -78.1% 32,862 $8.3M
Essex LLC 1.47% Reduce -1.0% 32,848 $8.3M
New World Advisors LLC 1.47% Reduce -7.5% 32,838 $8.3M
Burton Enright Welch 1.13% Reduce -6.4% 32,837 $8.3M
Convergence Investment Partners, LLC 1.36% Add +2.4% 32,830 $8.3M
Mayport, LLC 1.55% Reduce -3.7% 32,825 $8.3M
Jericho Financial, LLP 5.25% Add +0.7% 32,795 $8.3M
Investment Management Trust, LLC 8.11% — 32,781 $8.3M
First Affirmative Financial Network 3.23% — 32,778 $8.3M
Blue Square Asset Management, LLC 3.93% Add +0.1% 32,638 $8.3M
Asahi Life Asset Management Co., LTD. 5.35% Reduce -8.9% 32,629 $8.3M
Altus Wealth Group LLC 3.39% Add +4.2% 32,625 $8.3M
Aft, Forsyth & Sober, LLC 2.52% No change 32,600 $8.3M
Dempze Nancy E 4.54% Add +0.9% 32,597 $8.3M
Essex Investment Management Co. LLC 1.31% Reduce -6.6% 32,580 $8.3M
Wealthspire Retirement, LLC 0.49% Reduce -2.6% 32,515 $8.3M
Integrity Financial Corp 4.10% Add +5.2% 32,511 $8.3M
Constitution Capital LLC 4.12% Add +1.4% 32,498 $8.2M
Advisors Management Group Inc. 1.50% Reduce -18.4% 32,491 $8.2M
Xxi Wealth, LLC 4.66% Add +10.0% 32,428 $8.2M
Aspire Private Capital, LLC 1.86% Reduce -1.8% 32,413 $8.2M
Select Asset Management & Trust 2.57% Reduce -5.8% 32,413 $8.2M
Opus Investment Management Inc. 4.91% No change 32,400 $8.2M
Per Stirling Capital Management, LLC. 0.91% Add +7.2% 32,387 $8.2M
LWM Advisory Services, LLC 8.78% Add +3.3% 32,333 $8.2M
Godshalk Welsh Capital Management, Inc. 4.75% Reduce -1.1% 32,302 $8.2M
Ayrshire Capital Management LLC 4.23% Reduce -6.5% 32,244 $8.2M
Financial Strategies Group, Inc. 1.37% Add +5.4% 30,568 $8.2M
Orographic Financial Advisors, LLC 5.80% — 32,226 $8.2M
Strategic Family Wealth Counselors, L.L.C. 2.15% Reduce -26.5% 32,211 $8.2M
River Street Advisors LLC 2.76% Add +5.3% 32,178 $8.2M
Pacific Center for Financial Services 2.07% Reduce -2.8% 32,174 $8.2M
Vertrix Wealth Management, LLC 3.01% — 32,155 $8.2M
Beck Capital Management, LLC 1.87% Add +21.0% 32,125 $8.2M
Alcosta Capital Management, Inc. 6.21% Reduce -4.9% 32,122 $8.2M
Titiun Yejiel 8.25% Add +36.6% 32,111 $8.1M
2UniFi Bank 3.94% Reduce -1.7% 32,063 $8.1M
BCS Private Wealth Management, Inc. 2.47% Add +19.9% 32,021 $8.1M
Kennebec Savings Bank 7.29% Reduce -5.5% 31,991 $8.1M
Insight Inv LLC 4.44% Reduce -0.3% 31,970 $8.1M
Pettee Investors, Inc. 4.17% Add +1.9% 29,848 $8.1M
Old North State Wealth Management, LLC 3.75% Reduce -0.6% 31,857 $8.1M
Hengehold Capital Management LLC 0.71% Add +9.9% 31,907 $8.1M
Grace & Mercy Foundation, Inc. 1.98% No change 31,900 $8.1M
Planning Center, Inc. 0.82% Reduce -5.6% 31,895 $8.1M
Riverbridge Partners LLC 0.20% Add +0.1% 31,869 $8.1M
Saranac Partners Ltd 3.50% Add +1.1% 31,831 $8.1M
Eley Financial Management, Inc 2.92% Add +0.2% 31,838 $8.1M
Mizuho Markets Americas LLC 0.22% Reduce -80.4% 31,829 $8.1M
Center for Financial Planning, Inc. 0.84% Reduce -0.5% 31,828 $8.1M
Morse Asset Management, Inc 1.69% Add +1.6% 31,826 $8.1M
Landaas & Co. /Wi 1.77% Add +13.3% 31,823 $8.1M
Omnia Family Wealth, LLC 2.54% Reduce -17.3% 31,813 $8.1M
Spectrum Wealth Advisory Group, LLC 3.00% Add +0.2% 31,762 $8.1M
Legacy Financial Strategies, LLC 1.45% Reduce -1.1% 31,737 $8.1M
Clear Wave Wealth Management LLC 2.05% — 31,737 $8.1M
Delta Capital Management LLC 4.48% No change 31,709 $8.0M
Ascentis Wealth Management, LLC 1.70% Reduce -2.5% 31,701 $8.0M
Stableford Capital II LLC 2.99% Reduce -1.3% 31,681 $8.0M
Regency Capital Management Inc.\DE 3.60% Add +20.2% 31,674 $8.0M
Hudson Capital Management LLC 2.14% Add +6.6% 31,664 $8.0M
Fideuram Asset Management (Ireland) dac 1.02% Reduce -88.4% 29,560 $8.0M
Farrell Financial LLC 4.80% Add +5.7% 31,658 $8.0M
Values Added Financial LLC 3.38% Add +2.4% 31,643 $8.0M
Norris Financial Group, LLC 2.62% Add +0.3% 31,633 $8.0M
Dodge & Cox 0.00% Reduce -0.6% 31,607 $8.0M
JM2 Capital Inc. 6.65% Reduce -0.5% 31,599 $8.0M
Ballast Rock Private Wealth LLC 4.43% Add +7.8% 31,574 $8.0M
Enclave Advisors LLC 1.14% Reduce -0.1% 31,523 $8.0M
Advance Capital Management, Inc. 0.30% Reduce -0.1% 31,498 $8.0M
Haven Private, LLC 3.48% Reduce -0.4% 31,482 $8.0M
Stevens Capital Management LP 1.23% Add +453.3% 31,458 $8.0M
TMB Capital Partners, LLC 2.69% Reduce -0.2% 31,458 $8.0M
Acima Private Wealth, LLC 2.51% Reduce -1.0% 31,455 $8.0M
Clarion Wealth Managment Partners, LLC 7.21% Reduce -2.8% 31,361 $8.0M
Private Wealth Management Group, LLC 2.09% Add +1.7% 31,360 $8.0M
Dickmeyer Boyce Financial Management, Inc. 4.68% — 31,350 $8.0M
Arsenal Capital Advisors LLC 5.78% Reduce -1.3% 31,350 $8.0M
Forty-three Eighteen Advisors, LLC 5.99% Reduce -0.2% 31,318 $7.9M
Fonville Wealth Management LLC 1.51% Add +0.4% 31,318 $7.9M
Palacios Wealth Management, LLC 4.96% Add +5.3% 29,238 $7.9M
BOS Asset Management, LLC 2.03% Reduce -0.1% 31,231 $7.9M
Coastwise Capital Group, LLC 4.40% Reduce -2.9% 31,229 $7.9M
Consolidated Portfolio Review Corp 0.72% Add +14.3% 31,205 $7.9M
Pine Ridge Advisers LLC 0.56% Add +14.3% 31,205 $7.9M
BostonPremier Wealth LLC 4.09% Reduce -0.7% 31,179 $7.9M
GKV Capital Management Co., Inc. 2.96% Add +46.6% 31,146 $7.9M
Lodestone Wealth Management LLC 3.13% Reduce -0.1% 31,102 $7.9M
EULAV Asset Management 0.25% Add +0.2% 31,102 $7.9M
Allred Capital Management, LLC 2.87% Add +1.2% 31,089 $7.9M
Wynn Capital, LLC 4.05% Reduce -1.2% 31,077 $7.9M
Midwest Financial Group LLC 3.36% Reduce -0.4% 31,075 $7.9M
Modus Advisors, LLC 2.17% Reduce -17.8% 31,073 $7.9M
Benchmark Financial Wealth Advisors, LLC 2.18% Add +1.3% 31,068 $7.9M
Asset Planning,Inc 5.59% Reduce -0.1% 31,003 $7.9M
Obsidian Cio, LLC 7.05% Add +270.8% 30,955 $7.9M
Fearless Solutions, LLC dba Best Invest 4.72% Reduce -2.2% 30,832 $7.8M
Shaker Investments LLC 3.56% Reduce -4.6% 30,827 $7.8M
Mosley Wealth Management 3.54% Reduce -3.5% 30,718 $7.8M
Maridea Wealth Management LLC 1.14% Add +12.7% 30,809 $7.8M
Signet Investment Advisory Group, Inc. 3.57% Add +0.8% 30,730 $7.8M
Fingerlakes Wealth Management, Inc. 5.17% Reduce -3.7% 30,716 $7.8M
Kelly Financial Group LLC 1.96% Reduce -1.4% 31,049 $7.8M
Investment Advisory Group, LLC 1.98% Reduce -1.1% 30,686 $7.8M
Alvarez & Marsal Private Wealth Partners, LLC 1.09% Add +126.3% 30,683 $7.8M
Denver Wealth Management, Inc. 2.68% Reduce -1.7% 30,672 $7.8M
Phoenix Wealth Advisors 3.07% Reduce -8.1% 30,641 $7.8M
Security National Bank of Sioux City Iowa 4.60% Reduce -3.1% 30,634 $7.8M
Cantor Fitzgerald Investment Advisors L.P. 0.57% Reduce -4.0% 30,597 $7.8M
Town & Country Bank & Trust CO dba First Bankers Trust CO 2.62% Reduce -2.6% 30,593 $7.8M
Tobam 2.02% Add +3.9% 30,586 $7.8M
PSI Advisors, LLC 1.88% Add +3.4% 30,565 $7.8M
Greenup Street Wealth Management LLC 1.09% Add +1.4% 30,550 $7.8M
Maia Wealth LLC 1.31% Add +1.1% 30,498 $7.7M
Harbour Investment Management LLC 4.19% Reduce -7.0% 30,436 $7.7M
Shepherd Kaplan Krochuk, LLC 6.49% Add +0.1% 30,416 $7.7M
Buckland Partners Management Co LLC 4.68% No change 30,400 $7.7M
Alpha Advisors, LLC 6.09% Reduce -0.0% 30,391 $7.7M
Argyle Capital Partners, LLC 5.55% Reduce -4.4% 30,367 $7.7M
Northstar Advisory Group, LLC 2.94% Reduce -22.9% 30,359 $7.7M
Home Federal Bank of Tennessee 1.93% Add +4.6% 30,351 $7.7M
William Mack & Associates, Inc. 4.40% Reduce -11.6% 30,350 $7.7M
Kentucky Trust Co 4.04% Add +0.0% 30,343 $7.7M
Chapman Investment Management, LLC 6.35% Add +14.7% 30,334 $7.7M
Bluedoor Private Wealth, LLC 3.57% Add +2.3% 30,333 $7.7M
Sentinel Pension Advisors, LLC 1.14% Add +2.0% 30,310 $7.7M
VectorGlobal IAG, Inc. 2.00% — 30,283 $7.7M
Smith Shellnut Wilson LLC 3.37% Reduce -5.9% 30,281 $7.7M
Alaska Wealth Advisors, LLC 0.92% Add +136.2% 30,239 $7.7M
Tilia Fiduciary Partners, Inc. 4.22% Add +0.3% 30,233 $7.7M
Kingstone Capital Partners Texas, LLC 4.72% Add +0.1% 30,174 $7.7M
North Dallas Bank & Trust Co. 5.18% Reduce -1.9% 30,167 $7.7M
Winthrop Partners - WNY, LLC 4.08% Add +0.1% 30,161 $7.7M
One Charles Private Wealth Services, LLC 1.92% Add +0.4% 30,121 $7.6M
IKE Capital, LLC 4.32% Add +63.6% 30,110 $7.6M
Etesian Wealth Advisors, Inc. 2.44% Reduce -0.5% 30,108 $7.6M
Triangle Securities Wealth Management 1.73% Reduce -50.4% 30,102 $7.6M
Focused Alpha, LLC 2.36% Reduce -6.1% 30,072 $7.6M
Wiregrass Investment Management LLC 6.31% Add +6.4% 30,016 $7.6M
Firethorn Wealth Partners, LLC 2.79% Add +5.3% 30,011 $7.6M
Boit C F David 3.38% No change 30,002 $7.6M
Snider Financial Group 2.29% Reduce -27.5% 29,954 $7.6M
Provident Trust Co. 0.16% No change 29,951 $7.6M
Avantra Family Wealth, Inc. 5.65% Add +3.9% 29,932 $7.6M
Tiller Private Wealth, Inc. 2.70% Reduce -0.2% 29,898 $7.6M
Front Street Capital Management, Inc. 1.01% Reduce -1.4% 29,870 $7.6M
Great Waters Wealth Management 0.80% Reduce -0.2% 29,852 $7.6M
Beaton Management Co. Inc. 3.37% Reduce -0.8% 29,807 $7.6M
Baker Tilly Wealth Management, LLC 1.84% Add +5.4% 29,800 $7.6M
Joseph Group Capital Management 1.89% Add +16.0% 29,773 $7.6M
Arnhold LLC 0.55% No change 29,724 $7.5M
McGuire Capital Advisors Inc. 4.82% Add +16.4% 29,698 $7.5M
Wagner Wealth Management, LLC 1.52% Reduce -0.0% 29,683 $7.5M
Advanced Asset Management Advisors Inc 2.08% No change 29,662 $7.5M
Horizon Investment Services, LLC 2.62% Reduce -3.9% 29,651 $7.5M
Second Line Capital, LLC 1.42% Reduce -1.5% 27,725 $7.5M
Total Investment Management Inc. 0.88% Add +3.5% 29,628 $7.5M
Advisortrust Partners, LLC 3.13% Add +8.7% 29,615 $7.5M
Arbor Trust Wealth Advisors, LLC 3.30% Reduce -7.7% 29,603 $7.5M
ODonnell Financial Services, LLC 2.58% Add +5.2% 29,558 $7.5M
Xcelsior Advisor Partners LLC 2.87% Add +29.6% 29,545 $7.5M
American Financial Advisors, LLC 1.00% Reduce -5.0% 29,527 $7.5M
Byrne Asset Management LLC 4.46% Reduce -6.2% 29,488 $7.5M
Archer Investment Corp 1.60% Reduce -1.7% 29,476 $7.5M
Nia Impact Advisors, LLC 3.32% Reduce -30.9% 29,461 $7.5M
Morey & Quinn Wealth Partners, LLC 5.32% Add +1.1% 29,461 $7.5M
ELCO Management Co., LLC 3.59% Reduce -1.0% 29,459 $7.5M
Selective Wealth Management, Inc. 2.21% Reduce -4.3% 27,669 $7.5M
Stamos Capital Partners, L.P. 1.17% Add +4.6% 29,441 $7.5M
Cypress Capital, LLC 2.12% Reduce -1.3% 29,412 $7.5M
Rossby Financial, LCC 1.56% Add +8.1% 29,196 $7.5M
Vision Financial Markets LLC 7.28% Reduce -4.4% 29,395 $7.5M
JNBA Financial Advisors 0.62% Reduce -2.0% 29,394 $7.5M
Advus Financial Partners, LLC 1.87% Reduce -14.6% 29,371 $7.5M
May Hill Capital, LLC 1.87% Add +8.5% 29,361 $7.5M
Westfuller Advisors, LLC 3.21% Reduce -4.1% 29,313 $7.4M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.63% Add +138.8% 29,296 $7.4M
Ullmann Wealth Partners Group, LLC 0.77% Add +10.1% 29,292 $7.4M
NorthStar Asset Management LLC 3.59% Reduce -5.3% 29,289 $7.4M
AXA S.A. 2.90% Reduce -2.6% 29,279 $7.4M
Clark Financial Services Group Inc. 4.10% Reduce -2.3% 29,279 $7.4M
Blankinship & Foster, LLC 1.64% Add +57.2% 29,261 $7.4M
Axiom Investment Management LLC 5.64% — 29,229 $7.4M
EdgeRock Capital LLC 2.01% Add +2.3% 29,223 $7.4M
Schear Investment Advisers, LLC 3.27% Add +0.1% 29,220 $7.4M
Stoneridge Investment Partners LLC 5.36% Reduce -2.2% 29,205 $7.4M
Veracity Capital LLC 2.65% Reduce -14.8% 29,200 $7.4M
Paul R. Ried Financial Group, LLC 3.44% Reduce -6.1% 29,176 $7.4M
Arq Wealth Advisors, LLC 1.33% Add +99.1% 29,174 $7.4M
Peck Wealth Management, LLC 7.42% Reduce -1.3% 29,142 $7.4M
Catalina Capital Group, LLC 4.53% Add +7.8% 29,132 $7.4M
44 Wealth Management LLC 2.59% Add +3.2% 29,131 $7.4M
Long Road Investment Counsel, LLC 2.90% Add +10.7% 29,100 $7.4M
Blue Bell Private Wealth Management, LLC 1.06% Add +3.1% 29,074 $7.4M
Kingsbury Capital Investment Advisors LLC 6.93% — 29,059 $7.4M
Quartz Partners, LLC 2.85% Reduce -1.4% 29,053 $7.4M
Seascape Capital Management 2.12% Add +0.6% 29,047 $7.4M
Colton Groome Financial Advisors, LLC 2.10% Add +1.4% 29,005 $7.4M
Shira Ridge Wealth Management 2.91% Reduce -0.5% 28,973 $7.4M
Plotkin Financial Advisors, LLC 3.69% Add +2.1% 28,957 $7.3M
Grey Fox Wealth Advisors, LLC 1.42% Add +1.4% 28,954 $7.3M
WT Wealth Management 2.18% Reduce -15.4% 28,948 $7.3M
First County Bank 3.95% Add +1.7% 28,946 $7.3M
Five Oceans Advisors 2.65% Add +0.3% 28,902 $7.3M
WD Rutherford LLC 3.26% Reduce -1.8% 28,897 $7.3M
Anchor Capital Advisors LLC 0.21% Reduce -0.2% 28,895 $7.3M
Leslie Global Wealth, LLC 3.86% Reduce -0.2% 28,891 $7.3M
Wealth Preservation Advisors, LLC 6.09% Reduce -16.9% 28,879 $7.3M
Western Pacific Wealth Management, LP 7.45% Add +0.3% 28,858 $7.3M
Gallagher Capital Advisors, LLC 4.94% Reduce -2.5% 28,855 $7.3M
Mayfair Advisory Group, LLC 2.55% Add +0.4% 28,793 $7.3M
Syntax Research, Inc. 4.65% Reduce -0.2% 28,780 $7.3M
Limestone Investment Advisors LP 3.59% Add +97.0% 28,761 $7.3M
1 North Wealth Services LLC 2.63% Reduce -10.6% 28,726 $7.3M
Palmer Knight Co 3.55% Reduce -1.2% 28,629 $7.3M
Hixon Zuercher, LLC 2.26% Reduce -1.0% 28,603 $7.3M
Comprehensive Financial Planning, Inc. 5.03% Reduce -4.3% 28,602 $7.3M
Windsor Capital Management, LLC 2.17% Add +1.2% 28,586 $7.3M
Exchange Bank 5.02% Reduce -1.7% 28,540 $7.2M
North Berkeley Wealth Management, LLC 3.82% Add +3.0% 28,513 $7.2M
Discipline Wealth Solutions, LLC 0.76% Add +15.9% 28,475 $7.2M
PCA Investment Advisory Services Inc. 2.41% Reduce -1.5% 28,441 $7.2M
Pinkerton Wealth, LLC 0.66% Reduce -0.6% 26,546 $7.2M
Accel Wealth Management 1.88% Reduce -1.8% 28,436 $7.2M
Griffith & Werner, Inc. 3.58% Add +5.9% 28,429 $7.2M
Wealth Analytics Partners, LLC 2.93% Reduce -11.9% 28,429 $7.2M
Redwood Family Wealth LLC 7.07% Add +0.3% 28,411 $7.2M
Tortuga Wealth Management, Inc 6.74% Add +9.0% 28,389 $7.2M
Integrity Wealth Partners, LLC 6.48% — 28,363 $7.2M
Comprehensive Financial Consultants Institutional, Inc. 2.14% Reduce -0.2% 28,341 $7.2M
Forum Finance Group S.A. 3.90% — 35,565 $7.2M
Thurston, Springer, Miller, Herd & Titak, Inc. 2.97% Reduce -17.9% 28,321 $7.2M
Crew Capital Management, Ltd 4.77% Reduce -3.3% 28,316 $7.2M
Alliance Wealth Management Group 1.57% Add +0.3% 28,314 $7.2M
E Fund Management (Hong Kong) Co., Ltd. 3.26% Reduce -22.8% 28,272 $7.2M
Great Diamond Partners, LLC 1.38% Reduce -0.1% 28,231 $7.2M
Oxinas Partners, LLC 3.27% Reduce -0.8% 28,218 $7.2M
Townsend Asset Management Corp. /NC/ 2.59% Add +1.2% 28,190 $7.2M
Mitchell & Pahl Private Wealth, LLC 2.90% Reduce -5.1% 28,156 $7.1M
Delos Wealth Advisors, LLC 4.09% Add +7.1% 28,151 $7.1M
Elevation Wealth Partners, LLC 2.56% Reduce -7.6% 28,135 $7.1M
ICW Investment Advisors LLC 2.58% Add +1.6% 28,102 $7.1M
Symphony Financial Services, Inc. 3.66% Reduce -3.2% 28,099 $7.1M
U S Wealth Group, Llc. 4.82% Reduce -0.6% 28,080 $7.1M
Pps&v Asset Management Consultants, Inc. 4.34% Reduce -4.3% 28,041 $7.1M
Curran Financial Partners, LLC 1.27% Add +2.5% 28,028 $7.1M
Mitsubishi UFJ Asset Management (UK) Ltd. 3.67% Reduce -3.5% 28,000 $7.1M
Ruggiero Investments, Inc. 6.86% Reduce -6.7% 27,963 $7.1M
Rockbridge Investment Management, LCC 0.64% Reduce -7.2% 27,961 $7.1M
49 Wealth Management, LLC 0.53% Add +0.7% 27,933 $7.1M
Counterweight Ventures, LLC 3.98% Reduce -10.1% 27,929 $7.1M
Warwick Investment Management, Inc. 1.02% Add +2.9% 27,861 $7.1M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2.92% Reduce -18.4% 27,830 $7.1M
My Portfolio Guide, LLC 3.90% — 27,821 $7.1M
Bull Harbor Capital LLC 1.89% — 27,746 $7.0M
Financial Gravity Asset Management, Inc. 1.25% Add +8.3% 27,738 $7.0M
Cascade Investment Group, Inc. 4.63% Reduce -0.3% 27,682 $7.0M
Waratah Capital Advisors Ltd. 0.63% New 27,664 $7.0M
LifeSteps Financial, Inc. 4.45% Reduce -0.2% 27,647 $7.0M
Barrett & Company, Inc. 2.41% Add +0.2% 27,636 $7.0M
MWA Asset Management 3.84% Add +2.1% 27,626 $7.0M
Virtue Asset Management LLC 5.71% Add +0.1% 27,626 $7.0M
Pin Oak Investment Advisors Inc. 4.96% Reduce -0.0% 27,626 $7.0M
Corsicana & Co. 4.43% Reduce -0.9% 31,483 $7.0M
Arvest Investments, Inc. 0.95% Add +10.4% 27,513 $7.0M
Evelyn Partners Investment Management (Europe) Ltd 2.40% Reduce -0.7% 27,509 $7.0M
Raelipskie Partnership 2.95% Reduce -4.1% 27,485 $7.0M
South Plains Financial, Inc. 4.06% Reduce -0.8% 27,485 $7.0M
Widmann Financial Services, Inc. 4.15% Reduce -0.6% 27,482 $7.0M
Richardson Financial Services Inc. 4.36% Add +0.6% 27,479 $7.0M
Quaker Wealth Management, LLC 2.18% Add +1.7% 27,478 $7.0M
Elser Financial Planning, Inc 0.34% Add +1.1% 27,648 $7.0M
Indie Asset Partners, LLC 7.94% Add +28.4% 27,452 $7.0M
SFI Advisors, LLC 7.31% No change 27,432 $7.0M
Clarus Wealth Advisors 2.96% Reduce -5.3% 27,360 $6.9M
MOKAN Wealth Management Inc. 3.07% Add +5.0% 27,316 $6.9M
Hoxton Planning & Management, LLC 2.08% Reduce -0.9% 27,302 $6.9M
Jackson Thornton Wealth Management, LLC 0.62% Reduce -0.7% 26,598 $6.9M
Baxter Bros Inc. 0.85% Reduce -1.4% 27,286 $6.9M
Advisor Resource Council 2.74% Reduce -1.3% 27,280 $6.9M
Retirement Capital Strategies 2.61% Reduce -0.6% 27,249 $6.9M
BlackDiamond Wealth Management, LLC 3.33% Reduce -1.5% 27,220 $6.9M
Christine Messmer PC 4.42% Reduce -4.9% 27,207 $6.9M
Signature Equity Partners, LLC 3.70% Add +20.6% 27,187 $6.9M
NCM Capital Management, LLC 2.47% Add +0.5% 27,184 $6.9M
Berkshire Money Management, Inc. 0.71% Add +0.9% 27,183 $6.9M
M. Kraus & Co 2.01% Add +1.7% 27,169 $6.9M
Eos Management, L.P. 2.96% Reduce -22.1% 27,142 $6.9M
Transcendent Capital Group LLC 3.14% Reduce -7.7% 27,142 $6.9M
Doliver Advisors, LP 1.57% Add +0.9% 27,131 $6.9M
Fortem Financial Group, LLC 1.73% Add +1.7% 27,111 $6.9M
FFT Wealth Management LLC 1.25% Add +18.9% 27,105 $6.9M
Auxier Asset Management LLC 0.99% Reduce -6.0% 27,096 $6.9M
Marest Capital, LLC 3.98% Add +9.5% 27,086 $6.9M
Bank of Marin 5.03% Reduce -1.4% 27,081 $6.9M
Headlands Technologies LLC 0.78% Reduce -90.0% 27,070 $6.9M
Cahaba Wealth Management, Inc. 0.47% Add +3.0% 27,000 $6.9M
Ruggaard & Associates LLC 2.71% Reduce -0.1% 26,996 $6.9M
V2 Financial group LLC 3.18% Add +70.0% 26,922 $6.8M
SBI Okasan Asset Management Co.Ltd. 0.28% Reduce -8.2% 27,696 $6.8M
Ackerman Asset Management, LLC 4.76% Add +1.2% 26,889 $6.8M
Axecap Investments, LLC 4.69% Add +200.3% 26,879 $6.8M
WPWealth LLP 1.04% Add +0.4% 26,876 $6.8M
W.H. Cornerstone Investments Inc. 4.26% Reduce -3.0% 26,858 $6.8M
APS Management Group, Inc. 5.83% Add +1.4% 26,856 $6.8M
Florida Financial Advisors, LLC 1.63% Add +1.8% 26,786 $6.8M
Cranbrook Wealth Management, LLC 1.38% Reduce -1.4% 26,785 $6.8M
Farrow Financial, Inc. 3.86% Reduce -6.4% 26,762 $6.8M
McGlone Suttner Wealth Management, Inc. 0.90% Add +6.4% 26,750 $6.8M
Dixon Fnancial Services, Inc. 3.05% Add +0.9% 26,742 $6.8M
Lakeridge Wealth Management LLC 2.91% Add +0.9% 26,690 $6.8M
BigSur Wealth Management LLC 1.90% Reduce -24.8% 26,678 $6.8M
Vann Equity Management LLC 4.82% — 26,665 $6.8M
RiverPark Advisors, LLC 3.25% Reduce -9.1% 26,660 $6.8M
Petros Family Wealth, LLC 4.82% Reduce -14.8% 26,655 $6.8M
Heritage Wealth Management, Inc. 3.77% Add +1.2% 26,637 $6.8M
Nautilus Advisors LLC 4.63% Reduce -0.7% 26,627 $6.8M
Next Capital Management LLC 2.05% Reduce -6.1% 26,623 $6.8M
Detalus Advisors, LLC 1.54% Add +13.4% 26,621 $6.8M
Plan Group Financial, LLC 1.59% Add +0.3% 26,621 $6.8M
Steadtrust LLC 3.83% Reduce -0.1% 26,618 $6.8M
Partners Wealth Management, LLC 6.96% Add +0.2% 26,612 $6.8M
Affinity Wealth Management LLC 1.02% Reduce -0.1% 26,550 $6.7M
Capital & Planning, LLC 4.08% Add +3216.1% 26,529 $6.7M
MOR Wealth Management, LLC 3.08% Reduce -0.8% 26,469 $6.7M
Stillwater Wealth Management Group 4.15% Add +0.8% 26,441 $6.7M
Goldenstone Wealth Management LLC 4.87% Add +0.1% 26,396 $6.7M
GK Wealth Management LLC 5.83% Add +220.1% 27,160 $6.7M
DWR Wealth Management, LLC 5.83% Reduce -1.1% 27,160 $6.7M
Wealth Intelligence, LLC 3.22% Reduce -4.0% 26,390 $6.7M
Bigelow Investment Advisors, LLC 2.68% Reduce -2.1% 26,337 $6.7M
Deltec Asset Management LLC 1.23% No change 26,337 $6.7M
Hourglass Capital, LLC 1.39% Reduce -6.0% 26,307 $6.7M
Investment Research Partners LLC 2.72% Reduce -3.4% 26,302 $6.7M
Hidden Cove Wealth Management, LLC 4.29% Reduce -0.5% 26,301 $6.7M
Total Clarity Wealth Management, Inc. 1.57% Reduce -1.6% 26,284 $6.7M
Fire Capital Management LLC 3.12% Add +2.5% 26,232 $6.7M
Spectrum Strategic Capital Management, LLC 3.58% Add +2.9% 26,206 $6.7M
Mosaic Advisors LLC 9.99% Add +8.0% 24,531 $6.6M
Chesapeake Asset Management LLC 5.32% Reduce -7.5% 26,175 $6.6M
RIA Advisory Group LLC 1.62% Add +9.4% 26,134 $6.6M
Topsail Wealth Management, LLC 0.98% Add +1.3% 26,090 $6.6M
Midway Capital Research & Management 6.24% Add +9.6% 26,086 $6.6M
InvesTrust 2.78% Reduce -1.9% 26,077 $6.6M
Headinvest, LLC 1.35% Reduce -8.1% 26,020 $6.6M
Sender Co & Partners, Inc. 4.82% New 25,997 $6.6M
Seven Mile Advisory 4.76% Reduce -41.4% 25,991 $6.6M
Correct Capital Wealth Management 1.23% Add +3.7% 25,975 $6.6M
CWC Advisors, LLC. 3.13% Reduce -1.0% 25,953 $6.6M
Warner Group LLC 4.30% Add +3.9% 25,952 $6.6M
Dark Forest Capital Management LP 0.58% Reduce -1.9% 25,941 $6.6M
Tactive Advisors, LLC 1.86% Reduce -3.0% 26,025 $6.6M
Byrne Financial Freedom, LLC 3.15% Reduce -5.7% 25,922 $6.6M
Mendel Capital Management LLC 3.31% — 25,909 $6.6M
Beaird Harris Wealth Management, LLC 0.45% Reduce -2.5% 25,899 $6.6M
Eight 31 Financial, LLC 3.97% No change 25,886 $6.6M
Cypress Point Wealth Management, LLC 1.41% Add +251.8% 25,881 $6.6M
Sava Penzisko Drushtvo A.D. Skopje 2.00% No change 25,850 $6.6M
Figure 8 Investment Strategies LLC 6.41% Reduce -4.8% 25,846 $6.6M
Balefire, LLC 1.24% Reduce -0.1% 25,838 $6.6M
Kampmann Melissa S. 5.26% Reduce -0.7% 25,825 $6.6M
a16z Perennial Management, L.P. 0.55% Add +3.6% 25,820 $6.6M
ShoreHaven Wealth Partners, LLC 2.35% Reduce -1.9% 25,817 $6.6M
Beck Bode, LLC 1.11% Add +1.8% 25,812 $6.6M
Elevation Advisory Partners LLC 6.11% — 25,364 $6.6M
RW Investment Management LLC 0.63% — 25,750 $6.5M
Financial Management Professionals, Inc. 0.73% Add +0.7% 25,748 $6.5M
Split Rock Private Trading & Wealth Management, LLC 5.05% Add +0.5% 25,695 $6.5M
Pinnacle Family Advisors, LLC 3.06% Reduce -1.8% 25,668 $6.5M
Birch Financial Group, LLC 3.80% Reduce -0.0% 25,659 $6.5M
Adamsbrown Wealth Consultants LLC 1.72% Reduce -2.3% 25,654 $6.5M
Butensky & Cohen Financial Security, Inc. 1.71% Reduce -1.1% 25,630 $6.5M
Kessler Investment Group, LLC 3.08% Reduce -13.5% 25,624 $6.5M
Torrey-Payne Wealth Management, LLC 5.96% Reduce -0.1% 25,621 $6.5M
YANKCOM Partnership 2.67% Add +1.0% 25,619 $6.5M
Ceera Investments, LLC 2.85% Reduce -9.7% 25,616 $6.5M
Taylor & Morgan Wealth Management, LLC 3.71% Reduce -4.0% 25,612 $6.5M
Uptick Partners, LLC 1.30% Reduce -0.8% 25,603 $6.5M
Dash Acquisitions Inc. 1.35% Reduce -2.5% 23,782 $6.5M
Caliber Wealth Management, LLC / KS 0.71% Add +4.2% 25,532 $6.5M
Boyd Watterson Asset Management LLC 1.99% Reduce -11.3% 25,529 $6.5M
Jasper Ridge Partners, L.P. 0.14% No change 25,525 $6.5M
Carter Financial Group, INC. 4.00% Add +1.5% 25,512 $6.5M
Traveka Wealth, LLC 2.47% Add +2.8% 25,466 $6.5M
Wedge Capital Management L L P 0.12% Add +14.3% 25,466 $6.5M
Chapman Financial Group, LLC 4.62% Reduce -5.6% 25,455 $6.5M
Castleview Partners, LLC 3.31% Add +4.5% 25,446 $6.5M
Bradyco, Inc. 5.00% No change 25,429 $6.5M
Lynx Investment Advisory 3.08% Reduce -0.9% 25,425 $6.5M
Paragon Financial Partners, Inc. 3.66% Add +0.0% 24,910 $6.4M
Aurora Private Wealth, Inc. 4.58% Reduce -7.1% 23,678 $6.4M
Asset Advisors Investment Management, LLC 0.61% Reduce -26.6% 25,358 $6.4M
Adelphi Trust Co 5.22% Add +19.2% 25,276 $6.4M
Uncommon Cents Investing LLC 1.49% No change 25,264 $6.4M
BHK Investment Advisors, LLC 2.14% Add +0.3% 25,258 $6.4M
Accuvest Global Advisors 5.96% Add +15.4% 25,170 $6.4M
ORBA Wealth Advisors, L.L.C. 7.62% Reduce -52.0% 25,166 $6.4M
RFG - Bristol Wealth Advisors, LLC 1.72% Reduce -1.6% 25,163 $6.4M
Legacy Capital Wealth Partners, LLC 1.31% Add +2.7% 25,143 $6.4M
InTrack Investment Management Inc 3.64% Reduce -0.1% 25,137 $6.4M
Fortitude Advisory Group L.L.C. 2.87% Reduce -2.7% 25,098 $6.4M
Addison Advisors LLC 1.41% Add +1.9% 25,082 $6.4M
Swisher Financial Concepts, Inc. 3.56% Add +0.7% 25,078 $6.4M
Cantor Fitzgerald, L. P. 0.23% Reduce -26.5% 25,073 $6.4M
Elm Partners Management LLC 0.28% Add +30.1% 25,791 $6.4M
Liberty One Investment Management, LLC 0.66% Add +37.4% 25,052 $6.4M
Nova R Wealth, Inc. 2.03% Reduce -2.3% 25,030 $6.4M
Commonwealth Financial Services, LLC 1.01% Add +12.3% 25,018 $6.3M
Fuller & Thaler Asset Management, Inc. 0.02% Add +0.0% 25,012 $6.3M
Madison Park Capital Advisors, LLC 4.99% Reduce -1.5% 24,994 $6.3M
Directional Asset Management 5.80% Add +5.6% 24,988 $6.3M
Ferguson Shapiro LLC 1.93% Add +22.5% 24,931 $6.3M
Nkcfo LLC 1.88% Reduce -44.3% 24,925 $6.3M
WMG Financial Advisors, LLC 2.64% Add +6.1% 24,893 $6.3M
Pension & Wealth Management Advisors, Inc. 1.87% Reduce -0.8% 24,882 $6.3M
Legacies Wealth LLC 4.00% Reduce -0.3% 24,866 $6.3M
Barton Investment Management 0.79% Reduce -2.1% 24,862 $6.3M
KFG Wealth Management, LLC 0.81% Reduce -1.3% 24,815 $6.3M
HBK Investments L P 0.09% New 24,781 $6.3M
Gilman Hill Asset Management, LLC 0.95% Reduce -4.0% 24,780 $6.3M
MeadowBrook Investment Advisors LLC 5.67% Reduce -0.1% 24,779 $6.3M
Emerald Advisors, LLC 0.78% Add +6.3% 24,757 $6.3M
Flow Traders U.S. LLC 0.20% New 24,757 $6.3M
Park Place Capital Corp 1.26% Add +7.3% 24,743 $6.3M
Exit Wealth Advisors, LLC. 3.24% Add +9.7% 24,724 $6.3M
Secured Retirement Advisors, LLC 3.55% Reduce -2.1% 24,716 $6.3M
Austin Asset Management Co Inc 1.06% Add +8.1% 24,711 $6.3M
Mountain Capital Investment Advisors Inc. 0.93% Reduce -1.3% 23,426 $6.3M
Up Strategic Wealth Investment Advisors LLC 3.95% Add +11.6% 21,804 $6.3M
American State Bank (Iowa) 3.01% Reduce -3.9% 24,682 $6.3M
Tennessee Valley Asset Management Partners 0.83% Add +0.2% 24,682 $6.3M
Runnymede Capital Advisors, Inc. 5.38% Reduce -60.6% 24,672 $6.3M
Caitong International Asset Management Co., Ltd 1.16% New 24,628 $6.3M
Canton Hathaway, LLC 1.26% Reduce -3.9% 24,607 $6.2M
Tobias Financial Advisors, Inc. 0.87% Reduce -7.6% 24,568 $6.2M
LVZ, Inc. 0.71% Reduce -4.1% 24,561 $6.2M
Financial Life Planners 4.78% Reduce -1.3% 24,556 $6.2M
Summit Wealth & Retirement Planning, Inc. 1.49% Reduce -0.5% 24,552 $6.2M
Morangie Management LLC 5.73% Reduce -0.5% 24,533 $6.2M
Generation Capital Management LLC 4.55% Reduce -0.5% 24,524 $6.2M
Bank Hapoalim BM 1.02% New 24,520 $6.2M
Aldebaran Financial Inc. 5.91% Reduce -2.2% 24,511 $6.2M
Verum Partners LLC 1.18% Add +2.1% 24,511 $6.2M
OmniStar Financial Group, Inc. 3.22% Reduce -8.6% 24,495 $6.2M
Triasima Portfolio Management inc. 0.94% Add +32.7% 24,477 $6.2M
BCV Asset Management Inc. 0.21% New 24,504 $6.2M
Whalen Wealth Management Inc. 3.32% Add +49.3% 24,396 $6.2M
AMG Asset Management Group, Inc. 4.81% Add +385.8% 24,394 $6.2M
Rainier Family Wealth Inc. 4.15% Add +14.1% 24,386 $6.2M
Bridgewealth Advisory Group, LLC 1.28% Add +2.3% 24,348 $6.2M
XY Planning Network, Inc. 0.99% Reduce -5.4% 24,166 $6.2M
FWL Investment Management, LLC 1.36% Reduce -2.7% 24,339 $6.2M
Park Capital Management, LLC / WI 6.01% Reduce -2.4% 24,325 $6.2M
Parvin Asset Management, LLC 4.55% No change 24,325 $6.2M
Krane Funds Advisors LLC 0.25% Add +175.2% 23,857 $6.2M
Socorro Asset Management LP 2.92% Reduce -13.0% 24,302 $6.2M
Beam Wealth Advisors, Inc. 1.53% Reduce -5.6% 24,299 $6.2M
True Freedom Investing, LLC 0.47% Add +345.7% 24,299 $6.2M
Vericrest Private Wealth 5.52% Reduce -0.9% 24,270 $6.2M
Pacific Point Advisors, LLC 3.25% Add +1.9% 24,266 $6.2M
Financial Connections Group, Inc. 2.14% Reduce -0.7% 24,264 $6.2M
GS Investments, Inc. 3.53% Reduce -1.4% 24,258 $6.2M
Sykon Capital LLC 2.05% Reduce -11.1% 24,251 $6.2M
Sather Financial Group Inc 0.38% Add +1.3% 24,234 $6.2M
Cutler Investment Counsel LLC 0.63% Reduce -3.8% 24,234 $6.2M
Trustco Bank Corp. N Y 5.45% Reduce -4.3% 24,183 $6.1M
Vickerman Investment Advisors, Inc. 1.29% Reduce -1.2% 24,181 $6.1M
Lionshead Wealth Management, LLC 4.52% Reduce -1.3% 24,164 $6.1M
Evergreen Private Wealth LLC 2.48% Reduce -1.3% 24,149 $6.1M
REAP Financial Group, LLC 1.21% Reduce -0.4% 24,146 $6.1M
Act Wealth Management, LLC 2.06% Reduce -1.5% 24,116 $6.1M
Annandale Capital, LLC 1.00% Add +2.1% 24,086 $6.1M
Pathway Financial Advisers, LLC 1.73% Add +0.3% 24,060 $6.1M
Cortland Associates Inc. 0.88% Reduce -8.6% 24,058 $6.1M
Sandro Wealth Management LLC 4.89% Add +6.8% 24,051 $6.1M
Fairtree Asset Management (Pty) Ltd 2.80% Add +5.9% 24,019 $6.1M
TPG Financial Advisors, LLC 1.98% Reduce -4.5% 24,014 $6.1M
Riverbend Wealth Management, LLC 3.79% Add +0.9% 24,006 $6.1M
Graphene Investments SAS 4.09% No change 24,000 $6.1M
Brady Martz Wealth Solutions, LLC 1.03% Add +50.5% 23,929 $6.1M
Wincap Financial LLC 4.04% Add +3.7% 23,914 $6.1M
Peak Financial Management, Inc. 1.54% Add +28.9% 23,913 $6.1M
Demars Financial Group, LLC 2.00% Add +0.9% 23,901 $6.1M
Penobscot Wealth Management 1.79% Add +100.0% 23,057 $6.1M
Piar LLC 5.10% Reduce -10.5% 23,865 $6.1M
Opal Capital LLC 1.07% Reduce -16.1% 23,852 $6.1M
Advisory Resource Group 1.04% Add +0.7% 23,845 $6.1M
Schrum Private Wealth Management LLC 4.61% Reduce -1.8% 23,835 $6.0M
Gerald Baker Financial Group LLC 1.91% — 23,801 $6.0M
Precedent Wealth Partners, LLC 1.21% Add +1.3% 23,773 $6.0M
Diversified Portfolios, Inc. 0.50% Reduce -21.4% 23,761 $6.0M
Point Windward Advisors Inc. 3.06% Reduce -0.8% 23,735 $6.0M
Alpine Bank Wealth Management 0.88% Add +1.1% 23,730 $6.0M
Pathfinder Wealth Consulting, Inc. 3.90% Add +2.7% 23,727 $6.0M
HRC Wealth Management, LLC 2.84% Add +0.1% 23,720 $6.0M
Kerusso Capital Management LLC 3.01% Reduce -6.6% 23,683 $6.0M
Southern Michigan Bank & Trust 2.29% — 23,565 $6.0M
Westbourne Investments, Inc. 2.84% Reduce -0.7% 23,556 $6.0M
Traub Capital Management LLC 5.93% Reduce -1.6% 23,545 $6.0M
Private Capital Management, LLC 0.61% Add +0.4% 23,539 $6.0M
BXM Wealth LLC 4.60% Reduce -88.3% 23,538 $6.0M
Davis Investment Partners, LLC 2.11% Add +0.2% 23,527 $6.0M
Outlook Wealth Advisors, LLC 1.44% Add +1.3% 23,520 $6.0M
BankPlus Wealth Management LLC 3.08% Reduce -4.9% 23,510 $6.0M
Corundum Group, Inc. 1.99% Add +0.2% 23,510 $6.0M
Lansing Street Advisors 1.50% Add +36.7% 23,500 $6.0M
Richmond Investment Services, LLC 0.96% Add +6.0% 23,489 $6.0M
PFW Advisors LLC 1.87% Reduce -0.0% 23,475 $6.0M
Adkins Seale Capital Management LLC 5.88% Reduce -1.6% 23,467 $6.0M
Fruth Investment Management 1.48% Reduce -0.9% 23,466 $6.0M
Thayer Partners, LLC / MA 2.83% Add +1.9% 23,460 $6.0M
Midwest Financial Partners Investments, Inc. 3.16% Reduce -6.1% 23,454 $6.0M
Warm Springs Advisors Inc. 5.05% No change 23,428 $5.9M
DDFG, Inc 1.28% Reduce -1.3% 23,406 $5.9M
Clarendon Private LLC 4.56% Add +9.9% 23,402 $5.9M
Fairscale Capital, LLC 4.11% Reduce -0.1% 23,398 $5.9M
Cannon Advisors, Inc. 4.40% Add +1.8% 23,392 $5.9M
Southern Capital Services Inc. 3.81% Reduce -0.1% 23,388 $5.9M
Barnes Wealth Management Group, Inc 3.01% Add +24.0% 23,368 $5.9M
Flavin Financial Services, Inc. 3.99% Add +4.7% 23,342 $5.9M
Connecticut Capital Management Group, LLC 5.60% Reduce -1.5% 23,341 $5.9M
Red Wave Investments LLC 1.77% Reduce -0.3% 23,327 $5.9M
Heck Capital Advisors, LLC 0.44% Add +218.3% 23,314 $5.9M
Sunburst Financial Group, LLC 1.14% Reduce -1.3% 23,300 $5.9M
Seldon Capital LP 2.17% No change 23,268 $5.9M
McRae Capital Management Inc. 1.22% Reduce -2.5% 23,247 $5.9M
Addison Capital Co 1.05% Reduce -2.6% 23,228 $5.9M
Finivi Inc. 3.22% Add +5.7% 23,204 $5.9M
Tevis Investment Management 3.35% Reduce -1.0% 23,176 $5.9M
Camarda Financial Advisors, LLC 3.09% Add +3.5% 23,140 $5.9M
Safe Harbor Fiduciary, LLC 5.58% Add +1.3% 23,098 $5.9M
Afg Fiduciary Services Limited Partnership 3.46% Reduce -0.0% 4,641,303 $5.9M
Check Capital Management Inc. 0.36% Reduce -9.1% 23,073 $5.9M
First National Bank Sioux Falls 1.60% Reduce -1.3% 22,230 $5.9M
Luts & Greenleigh Group, Inc. 4.64% Reduce -0.0% 23,068 $5.9M
waypoint wealth counsel 3.02% Reduce -34.7% 23,050 $5.8M
Guinness Atkinson Asset Management Inc 2.92% Add +7.2% 23,043 $5.8M
Eldridge Investment Advisors, Inc. 1.28% Reduce -2.4% 23,016 $5.8M
J Hagan Capital, Inc. 3.15% Add +3.5% 23,004 $5.8M
Tableaux LLC 2.83% Add +239.6% 22,998 $5.8M
Arlington Trust Co LLC 0.51% Add +9.3% 22,979 $5.8M
Readystate Asset Management LP 0.60% Add +96.2% 22,976 $5.8M
Cooper/Haims Advisors, LLC 2.74% Add +0.9% 22,974 $5.8M
DKM Wealth Management, Inc. 4.20% Add +0.3% 22,951 $5.8M
Capital Group Investment Management Pte. LTD. 1.00% Reduce -1.5% 22,949 $5.8M
Ironvine Capital Partners, LLC 0.64% No change 22,936 $5.8M
Inspire Advisors, LLC 0.47% Add +2.7% 22,936 $5.8M
Tarbox Family Office, Inc. 0.95% Reduce -20.6% 22,933 $5.8M
Mainsail Asset Management, LLC 2.61% Add +7.4% 22,929 $5.8M
Maxi Investments CY Ltd 1.27% Add +9.6% 22,900 $5.8M
Waterway Wealth Management, LLC 1.28% Add +26.8% 22,899 $5.8M
HTG Investment Advisors, Inc. 1.66% Add +89.1% 22,884 $5.8M
Libra Wealth LLC 1.63% Reduce -1.1% 22,853 $5.8M
IAM Advisory, LLC 1.30% Add +0.8% 22,852 $5.8M
Cambria Investment Management, L.P. 0.32% Reduce -29.5% 22,815 $5.8M
Synergy Financial Group, LTD 4.35% Add +4.6% 22,800 $5.8M
Noble Wealth Management PBC 2.97% Reduce -0.8% 22,790 $5.8M
Somerset Group LLC 4.29% Reduce -0.9% 21,380 $5.8M
Creative Capital Management Investments LLC 1.66% Reduce -4.3% 22,760 $5.8M
Kwmg, LLC 0.48% Reduce -3.6% 22,735 $5.8M
Monument Group Wealth Advisors, LLC 3.20% Reduce -11.6% 22,717 $5.8M
Seizert Capital Partners, LLC 0.27% Reduce -1.2% 22,715 $5.8M
Goldstein Advisors, LLC 0.64% Add +3.6% 22,673 $5.8M
Commerce Advisors, LLC 4.83% — 22,643 $5.7M
Allium Financial Advisors, LLC 4.61% Add +4.1% 22,631 $5.7M
Raleigh Capital Management Inc. 1.98% Add +13.2% 22,614 $5.7M
Invera Wealth Advisors, LLC 3.68% Reduce -4.9% 22,601 $5.7M
Meadow Creek Wealth Advisors LLC 3.71% Add +9.8% 22,562 $5.7M
Affinity Investment Advisors, LLC 3.58% Add +21.7% 22,540 $5.7M
Aberdeen Wealth Management LLC 2.60% Reduce -0.2% 22,521 $5.7M
E&G Advisors, LLC 1.27% Add +0.2% 22,492 $5.7M
Legacy Wealth Advisors, LLC 2.91% Add +24.6% 22,483 $5.7M
Financial Plan, Inc. 0.61% Reduce -24.3% 22,477 $5.7M
Pinney & Scofield, Inc. 3.08% Reduce -1.0% 22,472 $5.7M
EJMK Ventures LLC 3.18% Reduce -10.7% 22,458 $5.7M
Francis Financial, Inc. 1.06% Reduce -0.5% 22,434 $5.7M
Vantage Point Financial LLC 2.00% Add +3.1% 22,430 $5.7M
Bolthouse Investments, LLC 5.14% No change 22,406 $5.7M
Orrstown Financial Services Inc. 0.95% Reduce -7.8% 22,394 $5.7M
AA Financial Advisors, LLC 0.80% Add +11.8% 22,391 $5.7M
S.A. Mason LLC 2.13% Add +2.8% 22,386 $5.7M
Milestone Asset Management Group, LLC 3.32% Reduce -0.6% 22,382 $5.7M
Pointe Capital Management LLC 2.81% Add +0.0% 22,361 $5.7M
Well Done, LLC 0.83% Reduce -17.9% 22,335 $5.7M
Family Capital Management, Inc. 2.52% Reduce -1.4% 22,301 $5.7M
Longitude (Cayman) Ltd. 4.94% Add +8.3% 22,300 $5.7M
HERALD INVESTMENT MANAGEMENT Ltd 0.79% Add +9.3% 22,300 $5.7M
R.H. Investment Group, LLC 4.36% Add +1.0% 21,815 $5.6M
Aspire Capital Advisors LLC 1.27% Reduce -1.9% 22,244 $5.6M
Elwood & Goetz Wealth Advisory Group, LLC 0.96% Add +6.6% 22,221 $5.6M
ERn Financial, LLC 1.06% Add +26.9% 22,220 $5.6M
Spahn Wealth & Retirement LLC 7.18% Reduce -10.3% 22,214 $5.6M
Hofer & Associates. Inc 3.03% Reduce -2.8% 22,193 $5.6M
Ramirez Asset Management, Inc. 0.68% Reduce -6.8% 22,148 $5.6M
White Lighthouse Investment Management Inc. 0.78% Reduce -6.1% 22,137 $5.6M
Crumly & Associates Inc. 1.18% Add +16.5% 22,103 $5.6M
Hutner Capital Management Inc. 2.30% Reduce -0.1% 22,071 $5.6M
Acorn Wealth Advisors, LLC 1.63% Reduce -9.2% 22,055 $5.6M
Castle Wealth Management LLC 1.81% Reduce -0.3% 22,052 $5.6M
Mascoma Wealth Management LLC 1.16% Reduce -2.0% 22,040 $5.6M
Fund Advisors of America Inc 5.67% Reduce -7.4% 22,035 $5.6M
Aerodigm Wealth, LLC 2.10% Reduce -4.3% 22,027 $5.6M
Aspen Capital Management, LLC 1.38% Reduce -2.6% 22,023 $5.6M
Talon Private Wealth, LLC 0.74% — 22,018 $5.6M
Financial Advisory Partners, LLC 1.58% Reduce -0.9% 21,999 $5.6M
Truepoint, Inc. 0.12% Reduce -0.6% 21,999 $5.6M
Brucke Financial, Inc. 2.83% Add +3.8% 21,976 $5.6M
TD Capital Management LLC 0.50% Add +3.7% 21,966 $5.6M
Unison Asset Management LLC 2.55% Add +2.1% 21,957 $5.6M
Heritage Family Offices, LLP 2.47% Add +32.1% 21,942 $5.6M
Lexington Hill Partners, LLC 3.15% Add +11.7% 21,907 $5.6M
Elevatus Welath Management 2.91% Reduce -47.8% 21,858 $5.5M
Wiser Advisor Group LLC 6.70% Reduce -3.6% 21,854 $5.5M
Kera Capital Partners, Inc. 0.68% Add +2.8% 21,832 $5.5M
Wellington Grp LLC 1.71% Add +3.1% 21,831 $5.5M
Krane Financial Solutions LLC 3.76% — 21,794 $5.5M
Capital Planning LLC 1.80% Reduce -1.0% 21,777 $5.5M
Emprise Bank 2.22% Reduce -4.9% 21,763 $5.5M
MRWM Advisors, LLC 2.99% Reduce -1.6% 21,741 $5.5M
First Citizens Financial Corp 2.60% Add +5.0% 21,724 $5.5M
Index Fund Advisors, Inc. 0.25% Reduce -0.5% 21,712 $5.5M
David J Yvars Group 3.08% Add +0.3% 21,713 $5.5M
AGH Wealth Advisors, LLC 4.05% Add +2.3% 21,704 $5.5M
Bouvel Investment Partners, LLC 1.59% New 21,655 $5.5M
Stelac Advisory Services LLC 1.11% Add +277.2% 21,671 $5.5M
GLR Partners, LLC 2.99% — 21,546 $5.5M
First Bancorp, Inc 2.73% Reduce -3.7% 21,620 $5.5M
WJ Financial Advisors LLC 4.43% Add +2.4% 21,596 $5.5M
Primoris Wealth Advisors, LLC 3.84% Reduce -1.3% 21,591 $5.5M
Hirtle & Co., LLC 0.21% Reduce -4.8% 21,584 $5.5M
Massachusetts Wealth Management 2.37% Reduce -0.4% 21,573 $5.5M
Saiph Capital, LLC 2.07% Reduce -80.0% 21,571 $5.5M
Oak Family Advisors, LLC 1.69% Add +22.3% 21,571 $5.5M
Davis-Rea LTD. 1.43% Add +1.5% 21,562 $5.5M
Phillips Financial Management, LLC 0.40% Reduce -5.7% 21,488 $5.5M
55 North Private Wealth, LLC 1.39% Add +4.1% 21,442 $5.4M
CacheTech Inc. 1.05% Add +31.8% 21,411 $5.4M
Everest Private Wealth 2.75% Add +76.9% 21,395 $5.4M
Strata Wealth Advisors, LLC 1.49% Reduce -1.9% 21,389 $5.4M
Strive Financial Group ,LLC 2.89% Reduce -2.8% 21,389 $5.4M
Uniting Wealth Partners, LLC 1.16% Reduce -11.3% 21,382 $5.4M
Ogorek Anthony Joseph /NY/ 1.49% Reduce -6.3% 21,357 $5.4M
American Capital Advisory, LLC 2.19% Reduce -4.9% 21,344 $5.4M
Fell Capital Management 5.17% Reduce -1.7% 21,342 $5.4M
Owl Creek Wealth Partners LLC 1.93% — 21,329 $5.4M
Essential Investment Partners LLC 5.01% Add +3.8% 21,307 $5.4M
Prostatis Group LLC 1.38% Reduce -15.6% 21,302 $5.4M
Cedarwood Wealth LLC 5.46% Add +12.0% 21,291 $5.4M
Virginia Wealth Management Group, Inc. 2.89% Add +1.0% 21,280 $5.4M
Wilkins Investment Counsel Inc. 0.77% Reduce -6.1% 21,238 $5.4M
LOM Asset Management Ltd 1.55% Add +0.5% 21,235 $5.4M
Heartwood Wealth Advisors LLC 0.47% Add +1.3% 21,230 $5.4M
Wick Capital Partners, LLC 0.98% Reduce -2.8% 21,225 $5.4M
Braeburn Wealth Management LLC 3.08% Reduce -2.1% 21,223 $5.4M
Kurv Investment Management LLC 5.69% Add +22.5% 21,808 $5.4M
Bey-Douglas LLC 4.68% Reduce -0.7% 21,151 $5.4M
Kendall Capital Management 1.10% Add +0.2% 21,123 $5.4M
CrossGen Wealth, LLC 4.71% Reduce -0.8% 21,118 $5.4M
Edgestream Partners, L.P. 0.18% Reduce -68.4% 21,110 $5.4M
Collaborative Wealth Managment Inc. 2.46% Reduce -25.3% 21,075 $5.3M
Credit Industriel Et Commercial 0.94% Add +49.9% 21,058 $5.3M
Berbice Capital Management LLC 3.50% No change 21,056 $5.3M
Pennington Partners & Co., LLC 1.83% Add +351.2% 21,043 $5.3M
Agp Franklin, LLC 2.67% Reduce -1.4% 21,028 $5.3M
Rooted Wealth Advisors, Inc. 1.41% Add +19.0% 19,535 $5.3M
Wealth Advisors of Iowa, LLC 1.65% Reduce -4.7% 21,015 $5.3M
SAM Advisors, LLC 1.67% Add +0.7% 21,013 $5.3M
Compass Ion Advisors, LLC 0.51% Reduce -11.6% 21,001 $5.3M
Viking Fund Management LLC 0.55% No change 21,000 $5.3M
Cadinha & Co. LLC 0.99% Add +1.5% 20,996 $5.3M
Union Savings Bank 2.33% Reduce -1.6% 20,981 $5.3M
GEM Asset Management, LLC 2.34% Reduce -0.2% 20,940 $5.3M
Vista Cima Wealth Management LLC 5.24% Reduce -2.3% 20,920 $5.3M
Sutton Place Investors LLC 2.90% Add +8.9% 20,893 $5.3M
Panoramic Capital Partners, LLC 3.25% Reduce -0.2% 20,803 $5.3M
Northern Lights Advisors, Inc. 3.58% Add +26.1% 20,803 $5.3M
BNB Wealth Management, LLC 3.39% Add +0.7% 20,797 $5.3M
Jackson, Grant Investment Advisers, Inc. 1.76% Reduce -1.8% 20,791 $5.3M
Murphy, Middleton, Hinkle & Parker, Inc. 2.44% New 20,782 $5.3M
Measured Wealth Private Client Group, LLC 1.44% Reduce -3.5% 20,762 $5.3M
Kearns & Associates LLC 2.83% No change 20,743 $5.3M
McClarren Financial Advisors, Inc. 3.12% Add +115.1% 20,739 $5.3M
Walker Asset Management, LLC 2.84% Reduce -9.7% 20,726 $5.3M
Proffitt & Goodson Inc. 0.81% Add +1.5% 20,719 $5.3M
Andrew Hill Investment Advisors, Inc. 4.70% Reduce -15.3% 20,705 $5.3M
Private Client Services, LLC 1.57% Add +3.1% 20,678 $5.2M
Arcataur Capital Management LLC 1.46% Add +1.2% 20,670 $5.2M
Banta Asset Management LP 5.27% Reduce -10.4% 20,666 $5.2M
Legacy Wealth Asset Management, LLC 1.28% Add +2.4% 20,659 $5.2M
Cox Capital Mgt LLC 3.48% Add +4.5% 20,640 $5.2M
Brian Low Financial Group, LLC 3.56% Add +9.8% 20,634 $5.2M
KFA Private Wealth Group, LLC 1.26% Reduce -11.5% 20,625 $5.2M
Capasso Planning Partners LLC 2.82% Reduce -0.6% 20,622 $5.2M
Rational Advisors, Inc. 0.57% Add +5.6% 20,614 $5.2M
Banco de Sabadell, S.A 3.47% Add +9.3% 21,202 $5.2M
Red Mountain Financial, LLC 4.92% Add +1.0% 20,596 $5.2M
Southern Capital Advisors, LLC 2.45% Add +1.2% 20,591 $5.2M
Salvus Wealth Management, LLC 3.04% Reduce -0.8% 20,585 $5.2M
Wall Street Financial Group, Inc. 3.09% Reduce -4.0% 20,567 $5.2M
Retirement Planning Group, LLC / NY 3.36% Add +0.5% 20,565 $5.2M
Challenger Wealth Management 4.17% Reduce -1.9% 20,550 $5.2M
RS Crum Inc. 1.01% Reduce -4.5% 20,503 $5.2M
Solitude Financial Services 1.54% Add +26.2% 19,517 $5.2M
J. Goldman & Co LP 0.24% New 20,471 $5.2M
RoundAngle Advisors LLC 3.88% Reduce -1.2% 20,466 $5.2M
West Paces Advisors Inc. 1.01% Reduce -2.9% 20,466 $5.2M
Hill Island Financial LLC 1.26% Add +0.8% 20,464 $5.2M
Mars Jewett Financial Group, Inc. 1.65% Reduce -2.1% 20,462 $5.2M
ATLas Financial Planning LLC 4.66% Add +20.8% 20,459 $5.2M
Reliant Investment Partners, LLC 4.30% Reduce -7.8% 20,447 $5.2M
Integrity Investment Advisors, LLC 2.81% Reduce -11.8% 20,438 $5.2M
AAF Wealth Management, LLC 2.13% Reduce -3.3% 20,432 $5.2M
Centerpoint Advisory Group 3.90% Reduce -4.8% 20,431 $5.2M
Denver PWM, LLC 1.78% Reduce -4.0% 17,662 $5.2M
Brown Financial Advisors 1.96% Reduce -9.1% 20,399 $5.2M
Winthrop Capital Management, LLC 1.33% Add +2.3% 20,381 $5.2M
HWG Holdings LP 1.36% Reduce -19.4% 20,330 $5.2M
Philip James Wealth Mangement, LLC 0.63% Reduce -1.4% 20,315 $5.2M
Seneca House Advisors 2.05% Add +1.7% 20,313 $5.2M
Ameliora Wealth Management Ltd. 1.64% Add +0.2% 20,310 $5.2M
Mascagni Wealth Management, Inc. 3.67% Reduce -0.7% 20,292 $5.1M
Elevation Wealth Management LLC 4.73% Add +9.7% 20,278 $5.1M
Chung Wu Investment Group, LLC 4.43% Reduce -2.9% 20,264 $5.1M
SWP Investment Management LLC 3.84% Add +2.0% 20,256 $5.1M
Fairfield, Bush & Co. 2.85% Add +6.8% 20,243 $5.1M
AAFMAA Wealth Management & Trust LLC 1.99% Add +4.1% 20,239 $5.1M
TPG Advisors LLC 3.20% Reduce -2.5% 20,225 $5.1M
Retirement Income Solutions, Inc. 0.88% Reduce -1.5% 20,218 $5.1M
Sendero Wealth Management, LLC 0.57% Reduce -1.4% 20,204 $5.1M
Narus Financial Partners, LLC 1.34% Add +1.4% 20,202 $5.1M
Rogco, LP 1.71% Reduce -8.2% 20,197 $5.1M
Bright Financial Advisors, Inc. 2.35% Add +5.2% 20,189 $5.1M
Gerber, LLC 2.90% Reduce -5.8% 20,182 $5.1M
WealthSpring Partners, LLC 4.70% Add +2.3% 20,181 $5.1M
Kirtland Hills Capital Management, LLC 1.63% Reduce -1.7% 18,782 $5.1M
Peavine Capital, LLC 1.15% No change 20,160 $5.1M
Paradigm Asset Management Co. LLC 1.20% No change 20,146 $5.1M
Fogel Capital Management, Inc. 2.34% Add +2.7% 20,130 $5.1M
Rinkey Investments 1.31% Reduce -2.8% 20,115 $5.1M
Caerus Investment Advisors, LLC 2.15% Reduce -8.6% 20,082 $5.1M
Garton & Associates Financial Advisors LLC 4.16% Reduce -3.3% 20,048 $5.1M
Fca Corp. 1.44% Add +0.3% 20,047 $5.1M
First Financial Group Corp 4.15% Add +0.4% 20,029 $5.1M
Fortune Financial Advisors, LLC 2.59% Add +39.5% 19,994 $5.1M
Bayban 4.41% Add +14.9% 19,993 $5.1M
Bannerstone Capital Management, LLC 4.71% Add +0.1% 19,988 $5.1M
Cambridge Financial Group, LLC 1.72% Reduce -5.9% 19,970 $5.1M
Prentice Wealth Management LLC 1.14% Reduce -3.3% 19,970 $5.1M
CJM Wealth Advisers, Ltd. 1.54% Add +0.6% 19,958 $5.1M
GenWealth Group, Inc. 0.87% Add +0.3% 19,937 $5.1M
SilverOak Wealth Management LLC 0.80% Reduce -8.6% 19,928 $5.1M
Silphium Asset Management Ltd 1.92% Reduce -16.4% 19,920 $5.1M
White Knight Strategic Wealth Advisors, LLC 4.26% Reduce -7.3% 19,919 $5.1M
Vista Investment Partners Ii, LLC 2.26% Reduce -0.1% 19,878 $5.0M
Ankerstar Wealth, LLC 5.32% Reduce -5.3% 19,872 $5.0M
Stonebridge Financial Group, LLC / MO 4.25% Reduce -1.2% 19,839 $5.0M
G&S Capital LLC 1.77% Add +0.3% 19,828 $5.0M
Spreng Capital Management, Inc. 2.37% Reduce -12.9% 19,799 $5.0M
Ducere Wealth Management LLC 2.00% Add +4.4% 19,798 $5.0M
Forbes Financial Planning, Inc. 2.90% Reduce -33.1% 19,794 $5.0M
Legend Capital Advisors LLC 3.14% Reduce -0.2% 19,778 $5.0M
Dividend Assets Capital, LLC 1.00% Reduce -4.4% 19,773 $5.0M
Planned Solutions, Inc. 1.66% Reduce -11.0% 19,761 $5.0M
Kuhn & Co Investment Counsel 3.23% Add +1.3% 19,756 $5.0M
Parsonex Advisory Services, Inc. 4.90% Reduce -10.7% 19,753 $5.0M
Parkway Wealth Management Group, LLC 0.63% Add +4.1% 19,245 $5.0M
Petersen Hastings Wealth Advisors Inc. 0.46% Add +88.7% 19,744 $5.0M
Legacy CG, LLC 1.39% Add +0.2% 19,744 $5.0M
StrongBox Wealth, LLC 1.60% Reduce -2.0% 19,725 $5.0M
Stevens Capital Partners 1.20% Add +9.7% 19,723 $5.0M
American Institute for Advanced Investment Management, LLP 3.24% Reduce -7.0% 19,720 $5.0M
PUREfi Wealth, LLC 3.28% Add +21.6% 19,716 $5.0M
First Financial Corp. 1.96% Reduce -2.8% 19,703 $5.0M
BlueStem Wealth Partners, LLC 0.56% Add +1.5% 19,692 $5.0M
Gould Capital, LLC 3.02% Reduce -1.1% 19,658 $5.0M
Independent Wealth Network Inc. 1.48% Add +0.2% 19,647 $5.0M
Successful Portfolios LLC 2.75% Reduce -1.6% 19,928 $5.0M
Emerald Advisers, LLC 0.16% No change 19,619 $5.0M
Pursue Wealth Partners LLC 2.97% Reduce -37.7% 19,599 $5.0M
National Wealth Management Group, LLC 1.85% Reduce -6.1% 19,560 $5.0M
PAX Financial Group, LLC 0.85% Add +5.0% 19,522 $5.0M
Winter & Associates, Inc. 4.34% Add +6.6% 19,137 $5.0M
Tannin Capital LLC 3.60% Add +6.1% 19,518 $5.0M
IMPACTfolio, LLC 2.10% Reduce -0.2% 19,506 $5.0M
Oakmont Investment Advisors, Inc. 4.53% Add +25.9% 19,498 $4.9M
Rockingstone Advisors LLC 2.27% Add +0.3% 19,489 $4.9M
Marshall Investment Management, LLC 2.37% Add +2.8% 19,465 $4.9M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 2.55% Add +0.2% 19,450 $4.9M
Johnson & White Wealth Management, LLC 2.09% Reduce -5.1% 19,438 $4.9M
Melfa Wealth Management, Inc. 2.83% Reduce -0.2% 19,436 $4.9M
Sanchez Wealth Management Group 1.07% Reduce -2.0% 19,435 $4.9M
Tandem Capital Management Corp. 2.47% Reduce -2.8% 19,434 $4.9M
Dupree Financial Group, LLC 1.98% Add +0.3% 19,412 $4.9M
Andrews Advisory Associates, LLC 2.59% Reduce -0.9% 19,409 $4.9M
Wealthspan Partners, LLC 1.74% Add +0.2% 19,406 $4.9M
Robbins Farley 2.18% Add +1.4% 19,399 $4.9M
Connective Capital Management, LLC 4.06% No change 19,379 $4.9M
Royal Capital Wealth Management, LLC 3.06% Reduce -3.8% 19,379 $4.9M
Winebrenner Capital Management LLC 3.16% Add +5.1% 19,376 $4.9M
Z3 Capital Partners, LLC 1.24% Reduce -0.8% 19,339 $4.9M
Willner & Heller, LLC 3.65% Add +0.1% 19,312 $4.9M
JDM Financial Group LLC 1.89% Reduce -0.0% 19,310 $4.9M
B.O.S.S. Retirement Advisors, LLC 1.49% Add +16.4% 19,291 $4.9M
Barry Investment Advisors, LLC 1.08% Reduce -0.7% 19,290 $4.9M
Sycomore Asset Management 0.68% No change 21,479 $4.9M
Boreal Capital Management LLC 4.73% Add +14.7% 19,255 $4.9M
Sage Investment Counsel LLC 5.41% Reduce -0.5% 19,227 $4.9M
Sjbenen Advisory, LLC 4.09% Reduce -0.2% 19,221 $4.9M
Atlanta Consulting Group Advisors, LLC 1.05% Reduce -4.8% 19,198 $4.9M
Atlatl Advisers LLC 3.61% Reduce -15.4% 19,170 $4.9M
Taylor Financial Group, Inc. 2.95% Reduce -0.9% 19,153 $4.9M
BCGM Wealth Management, LLC 1.22% Reduce -1.0% 19,143 $4.9M
Brown Wealth Management, LLC 1.25% Add +7.0% 19,128 $4.9M
Farnam Financial LLC 3.99% Reduce -30.8% 19,103 $4.8M
Serenus Wealth Advisors, LLC 0.97% Add +7.8% 19,087 $4.8M
Fjell Capital, LLC 3.72% Add +1.5% 19,075 $4.8M
S&A Financial Services, Inc. 3.32% — 19,057 $4.8M
Warther Private Wealth, LLC 1.13% Reduce -7.1% 19,054 $4.8M
Carr Financial Group Corp 1.27% Reduce -6.9% 19,036 $4.8M
Praetorian Wealth Management, Inc. 0.92% Add +1.9% 18,632 $4.8M
WealthCare Asset Management, LLC 5.13% Reduce -3.9% 19,003 $4.8M
Brooks, Moore & Associates, Inc. 2.42% Reduce -4.9% 18,985 $4.8M
Archvest Wealth Advisors, Inc. 3.11% Reduce -4.4% 18,983 $4.8M
Coyle Financial Counsel LLC 1.02% Add +7.0% 18,983 $4.8M
McGowan Group Asset Management, Inc. 0.61% Reduce -1.4% 18,981 $4.8M
Fielder Capital Group LLC 1.05% Reduce -68.7% 18,980 $4.8M
Carson Advisory Inc. 2.50% Add +1.3% 18,963 $4.8M
25 LLC 1.48% Add +6.3% 18,961 $4.8M
Capital Financial Group Inc\co\ 2.64% Add +1.1% 18,953 $4.8M
Baker Boyer National Bank 1.45% Reduce -1.4% 18,952 $4.8M
Schulhoff & Co. Inc. 1.98% No change 18,940 $4.8M
Collar Capital Management, LLC 3.11% Reduce -0.1% 18,937 $4.8M
Waller Financial Planning Group, Inc. 1.06% Add +0.5% 18,932 $4.8M
Valtinson Bruner Financial Planning LLC 1.32% Add +5.6% 18,908 $4.8M
Moment Partners, LLC 0.86% Add +9.0% 18,895 $4.8M
Sageworth Trust Co 0.21% Add +51.9% 18,891 $4.8M
Cumberland Advisors Inc. 1.88% No change 18,880 $4.8M
Westshore Wealth, LLC 1.68% Reduce -31.6% 18,859 $4.8M
Austin Wealth Management, LLC 1.09% Reduce -30.1% 18,468 $4.8M
Unique Wealth, LLC 0.66% Reduce -11.9% 18,834 $4.8M
Ssa Swiss Advisors AG 2.22% No change 18,813 $4.8M
R Squared Ltd 2.62% New 18,818 $4.8M
Iams Wealth Management, LLC 1.66% Add +4.3% 18,815 $4.8M
Arbor Investment Advisors, LLC 0.62% Add +2.5% 18,808 $4.8M
Islay Capital Management, LLC 2.44% Reduce -2.9% 18,803 $4.8M
NWM Advisors, LLC 4.34% Reduce -1.4% 18,774 $4.8M
Summit Wealth Group, LLC 1.09% Reduce -3.8% 18,773 $4.8M
Northern Financial Advisors Inc 3.47% Add +33.5% 18,747 $4.8M
MLG Wealth Management DBA Pine Grove Financial Group 0.55% Reduce -0.3% 18,692 $4.7M
Mosaic Financial Group, LLC 3.36% Reduce -2.7% 18,678 $4.7M
Twelve Points Wealth Management LLC 1.04% Add +4.6% 18,647 $4.7M
BCS Wealth Management 0.96% Reduce -50.5% 18,621 $4.7M
Warren Street Wealth Advisors, LLC 1.21% Add +4.4% 18,602 $4.7M
Frederick Financial Consultants, LLC 2.35% Reduce -19.3% 18,588 $4.7M
Conservest Capital Advisors, Inc. 0.43% Add +1.8% 18,561 $4.7M
Conscious Wealth Investments, LLC 2.62% Add +763.2% 17,678 $4.7M
Platt Wealth Management LLC 4.59% Reduce -0.7% 18,542 $4.7M
Fulcrum Wealth Advisors, LLC 3.90% Add +83.1% 18,539 $4.7M
Avaii Wealth Management, LLC 1.64% Add +1.3% 18,521 $4.7M
Core Wealth Advisors, Inc. 1.12% Add +1.4% 18,518 $4.7M
Hardworking Capital Advisors, LLC 4.40% Reduce -0.1% 18,506 $4.7M
New Covenant Trust Company, N.A. 4.19% Add +8.4% 18,479 $4.7M
Northstar Financial Companies, Inc. 3.73% Reduce -18.9% 18,476 $4.7M
Needham Investment Management LLC 0.24% No change 18,450 $4.7M
Operose Advisors LLC 1.09% Add +20.6% 18,440 $4.7M
Consilio Wealth Advisors, LLC 1.37% Add +0.8% 18,439 $4.7M
Legacy Capital Wealth Management, LLC 2.73% Add +33.0% 18,428 $4.7M
Worth Asset Management, LLC 1.74% Reduce -4.4% 18,410 $4.7M
Royal Harbor Partners, LLC 1.58% Reduce -2.7% 18,368 $4.7M
PCG Asset Management, LLC 3.72% Add +1.3% 18,340 $4.7M
Birchcreek Wealth Management, LLC 2.24% Reduce -0.7% 18,337 $4.7M
Ruedi Wealth Management, Inc. 1.20% Reduce -0.3% 18,330 $4.7M
Samara Investment Management, LLC 4.82% — 18,328 $4.7M
MA Private Wealth 0.79% Add +7.2% 18,313 $4.6M
ASL Financial, LLC 3.71% Reduce -2.7% 18,306 $4.6M
New Insight Wealth Advisors 1.67% Reduce -3.1% 18,298 $4.6M
Foresight Capital Management Advisors, Inc. 2.58% Reduce -3.5% 18,274 $4.6M
Herbst Group, LLC 2.86% Reduce -9.3% 18,257 $4.6M
Three Magnolias Financial Advisors, LLC 2.95% Add +17.7% 18,256 $4.6M
Friday Financial 1.60% No change 18,241 $4.6M
Pinion Investment Advisors, LLC 1.08% Add +5.8% 18,211 $4.6M
Sara-Bay Financial 1.39% Reduce -2.3% 18,208 $4.6M
Retirement Guys Formula LLC 2.12% Add +1.5% 18,206 $4.6M
Rather & Kittrell, Inc. 0.71% Add +17.4% 18,203 $4.6M
South Shore Capital Advisors 3.38% Reduce -4.0% 18,198 $4.6M
Richard W. Paul & Associates, LLC 1.55% Add +0.3% 18,195 $4.6M
Intellectus Partners, LLC 0.94% Add +9.3% 18,174 $4.6M
Coquina Private Wealth LLC 3.71% Reduce -0.2% 18,160 $4.6M
Prospect Financial Services LLC 2.81% Reduce -0.2% 18,118 $4.6M
Rialto Wealth Management, LLC 1.03% Add +0.7% 18,115 $4.6M
Sentry LLC 1.46% Add +1.7% 18,097 $4.6M
Harvest Investment Services, LLC 0.84% Reduce -3.0% 18,072 $4.6M
Sylvest Advisors, LLC 2.44% Add +0.8% 18,048 $4.6M
Greenbush Financial Group, LLC 1.52% Add +9.1% 18,043 $4.6M
Peoples Bank 2.81% Reduce -4.9% 18,035 $4.6M
Stone Summit Wealth LLC 1.27% Reduce -3.2% 18,017 $4.6M
Monetta Financial Services Inc. 3.54% No change 18,000 $4.6M
Ahara Advisors LLC 3.82% Add +4.2% 17,999 $4.6M
Trust Co of Kansas 2.52% Reduce -6.0% 17,954 $4.6M
Magnolia Private Wealth, LLC 3.04% Add +2.9% 17,951 $4.6M
Tucker Asset Management LLC 1.36% Add +40.6% 17,946 $4.6M
Finward Bancorp 3.64% Reduce -1.7% 17,945 $4.6M
Custos Family Office, LLC 3.16% Add +2.8% 17,937 $4.6M
Avion Wealth 0.94% Reduce -5.6% 17,921 $4.5M
Meridian Management Co. 1.13% Reduce -1.2% 17,920 $4.5M
Birchwood Financial Partners, Inc. 4.38% Reduce -2.8% 17,919 $4.5M
Viawealth, LLC 2.53% Add +1.9% 17,914 $4.5M
Aspetuck Financial Management LLC 3.11% Add +1.0% 17,880 $4.5M
Dopkins Wealth Management, LLC 1.82% Add +49.1% 17,867 $4.5M
Integrity Wealth Solutions LLC 1.78% Add +4.1% 17,846 $4.5M
Wealth Management Strategies, Inc. 2.05% Add +0.1% 17,836 $4.5M
Forteris Wealth Management Inc. 4.33% Reduce -3.9% 17,827 $4.5M
JMN Financial LLC 4.44% Add +6.9% 17,806 $4.5M
Snowwater Investment Partners, LLC 4.25% Reduce -1.5% 17,770 $4.5M
Pine Harbor Wealth Management, LLC 1.35% Reduce -2.9% 17,749 $4.5M
Intergy Private Wealth, LLC 1.32% Add +0.8% 17,744 $4.5M
Palisades Hudson Asset Management, L.P. 1.75% Reduce -0.5% 17,734 $4.5M
Hobart Private Capital, LLC 0.88% Add +11.8% 17,734 $4.5M
MRA Advisory Group 1.84% Add +0.0% 17,722 $4.5M
Element Pointe Advisors, LLC 0.85% Add +2.1% 17,705 $4.5M
Guidance Capital, Inc. 1.01% Add +41.8% 15,802 $4.5M
Thrive Capital Management, LLC 0.98% Reduce -3.0% 17,695 $4.5M
Outfitters Financial LLC 3.48% Reduce -1.1% 17,690 $4.5M
Ames National Corp. 2.69% No change 17,681 $4.5M
LeConte Wealth Management, LLC 2.90% Add +3.6% 17,672 $4.5M
Trace Wealth Advisors, LLC 3.36% Reduce -5.9% 17,647 $4.5M
Boomfish Wealth Group, LLC 2.39% Add +1.5% 17,645 $4.5M
Holistic Financial Partners 1.66% Add +0.7% 17,641 $4.5M
Leigh Baldwin & Co., LLC 2.90% Reduce -1.3% 17,637 $4.5M
Crescent Sterling, Ltd. 4.32% Reduce -1.2% 17,607 $4.5M
Van Diest Capital, LLC 3.51% Add +197.1% 17,586 $4.5M
Nabity-Jensen Investment Management Inc 3.09% Add +6.0% 17,576 $4.5M
Wolff Financial Management LLC 0.99% Add +0.0% 17,572 $4.5M
Prosperity Bancshares Inc 3.57% Add +3.4% 17,563 $4.5M
Able Wealth Management LLC 1.19% Add +1377.5% 17,538 $4.5M
Fiduciary Wealth Partners, LLC 2.91% Reduce -34.3% 17,525 $4.4M
Cornerstone Select Advisors, LLC 2.78% Add +3.0% 17,520 $4.4M
Gallagher Fiduciary Advisors, LLC 0.17% Reduce -1.3% 17,508 $4.4M
RAM Investment Partners, LLC 0.78% Reduce -5.2% 17,497 $4.4M
Heritage Oak Wealth Advisors LLC 1.41% Add +6.2% 17,478 $4.4M
Firestone Capital Management 0.92% Reduce -2.7% 17,473 $4.4M
Trask Adam Roland 4.20% — 17,470 $4.4M
Spartan Planning & Wealth Management 3.28% Reduce -43.4% 17,470 $4.4M
Heritage Investment Group, Inc. 0.67% Add +2.6% 17,433 $4.4M
Cascade Investment Advisors, Inc. 2.61% Reduce -2.5% 17,385 $4.4M
Ledgewood Wealth Advisors, LLC 2.48% Reduce -1.8% 17,383 $4.4M
5th Street Advisors, LLC 1.91% Add +5.3% 17,372 $4.4M
RD Lewis Holdings, Inc. 3.81% Reduce -1.2% 16,908 $4.4M
International Private Wealth Advisors LLC 2.69% Add +37.8% 17,354 $4.4M
Silver Grove Financial Group, Inc. 3.54% Reduce -0.9% 17,334 $4.4M
Pacific Capital Wealth Advisors, Inc. 0.74% Add +4.0% 17,312 $4.4M
Barnes Dennig Private Wealth Management LLC 4.35% Reduce -1.5% 17,307 $4.4M
Boulder Wealth Advisors, LLC 1.75% Add +130.4% 17,286 $4.4M
Medallion Wealth Advisors, LLC 1.43% Add +7.7% 17,281 $4.4M
Market Street Wealth Management Advisors LLC 0.69% Add +6.8% 17,264 $4.4M
Great Point Wealth Advisors, LLC 0.81% Reduce -0.4% 17,260 $4.4M
Bluebird Wealth Management LLC 4.48% Add +2.1% 17,256 $4.4M
Northwest Quadrant Wealth Management, LLC 0.91% Reduce -1.1% 17,253 $4.4M
Community Bank of Raymore 2.93% Add +2.1% 17,227 $4.4M
Todd Asset Management LLC 0.09% No change 17,226 $4.4M
Campion Asset Management 2.96% Reduce -1.3% 17,220 $4.4M
Human Investing LLC 0.64% Add +1.5% 17,203 $4.4M
Gibson Capital, LLC 0.81% Add +4.2% 17,186 $4.4M
Clearwave Capital, LLC 2.98% Add +2.8% 17,186 $4.4M
Cpwa, LLC 5.20% — 14,884 $4.4M
Tidemark, LLC 1.11% Reduce -6.8% 17,161 $4.4M
4J Wealth Management LLC 2.48% Reduce -0.3% 17,161 $4.4M
Warner Financial, Inc. 1.49% Reduce -6.5% 17,114 $4.3M
West Bancorporation Inc. 2.17% Add +0.9% 17,109 $4.3M
KWB Wealth 0.43% Reduce -5.1% 15,903 $4.3M
Guerra Pan Advisors, LLC 2.67% Add +4.3% 17,022 $4.3M
Athena Investment Management 2.24% Reduce -0.1% 17,013 $4.3M
Campbell & CO Investment Adviser LLC 0.25% Add +1.6% 17,064 $4.3M
SHUTTLEWORTH & Co 3.90% Reduce -0.2% 16,978 $4.3M
Hurlow Wealth Management Group, Inc. 1.02% Reduce -0.7% 16,955 $4.3M
Signet Private Wealth LLC 4.11% Add +2.3% 16,950 $4.3M
Greenline Wealth Management LLC 4.96% Add +9.8% 16,935 $4.3M
Monetary Solutions, Ltd 4.15% Reduce -0.2% 16,914 $4.3M
Kraematon Investment Advisors, Inc. 3.49% Reduce -6.6% 16,903 $4.3M
M3 Advisory Group, LLC 2.64% Reduce -0.0% 16,901 $4.3M
Investors Asset Management of Georgia Inc. /Ga/ 1.75% Add +1.7% 16,878 $4.3M
Geometric Wealth Advisors 0.54% Add +0.8% 16,867 $4.3M
Reik & Co., LLC 1.18% No change 16,849 $4.3M
Tanglewood Legacy Advisors, LLC 1.55% Add +8.6% 16,844 $4.3M
Fortress Financial Solutions, LLC 4.46% Reduce -2.4% 16,827 $4.3M
Mb, Levis & Associates, LLC 1.78% Reduce -0.2% 16,805 $4.3M
Acorn Creek Capital LLC 1.52% Add +5.0% 16,799 $4.3M
Sanchez Levi Garrett 2.67% — 16,783 $4.3M
North Capital, Inc. 3.61% Add +2.9% 16,775 $4.3M
Financial & Tax Architects, LLC 0.95% Reduce -1.8% 16,774 $4.3M
Rise Advisors, LLC 1.50% Add +3.9% 16,649 $4.3M
Carbahal Olsen Financial Services Group, LLC 3.40% Reduce -0.9% 16,756 $4.3M
Grant Street Asset Management, Inc. 0.82% Reduce -1.6% 16,747 $4.3M
Lorne Steinberg Wealth Management Inc. 1.01% Add +0.8% 16,719 $4.2M
Almanack Investment Partners, LLC. 0.72% Add +3.2% 16,710 $4.2M
Drake & Associates, LLC 0.81% Reduce -14.8% 16,707 $4.2M
Keeler & Nadler Financial Planning & Wealth Management 1.44% Reduce -2.5% 16,685 $4.2M
Opus Capital Group, LLC 0.45% Reduce -1.4% 16,666 $4.2M
M3 Wealth Management, LLC 3.26% Reduce -0.2% 16,666 $4.2M
Jacksonville Wealth Management, LLC 2.85% Reduce -2.1% 16,633 $4.2M
Syverson Strege & Co 1.01% Add +3.1% 16,612 $4.2M
Sage Private Wealth Group, LLC 2.12% Add +8.8% 16,596 $4.2M
Alliance Wealth Advisors, LLC 1.99% Reduce -1.0% 16,583 $4.2M
Emissary Wealth LLC 3.94% Reduce -0.8% 16,579 $4.2M
Navigoe, LLC 2.48% Reduce -1.0% 16,558 $4.2M
Beirne Wealth Consulting Services, LLC 1.19% Reduce -3.7% 16,547 $4.2M
Wolff Wiese Magana LLC 2.32% Add +9.6% 16,530 $4.2M
Loudon Investment Management, LLC 2.26% Reduce -2.6% 16,521 $4.2M
FWG Holdings, LLC 1.58% Reduce -9.8% 16,157 $4.2M
BlueChip Wealth Advisors LLC 1.83% Reduce -2.2% 16,773 $4.2M
M.E. Allison & Co., Inc. 2.77% Reduce -0.3% 16,457 $4.2M
BAM Wealth Management, LLC 3.12% Add +1.1% 16,456 $4.2M
KDT Advisors, LLC 6.65% Reduce -9.6% 16,444 $4.2M
Farmers & Merchants Trust Co of Chambersburg PA 1.13% Add +0.7% 16,424 $4.2M
Tradewinds Capital Management, LLC 0.83% Reduce -0.5% 16,422 $4.2M
Mendel Money Management 1.74% Reduce -1.6% 16,412 $4.2M
Argus Investors' Counsel, Inc. 3.70% Reduce -6.9% 16,383 $4.2M
SMART Wealth LLC 1.22% Add +19.9% 16,375 $4.2M
Paladin Advisory Group, LLC 3.15% Reduce -1.8% 16,324 $4.1M
SK Wealth Management, LLC 1.15% Add +5.0% 15,995 $4.1M
FMB Wealth Management 1.71% Reduce -17.3% 16,303 $4.1M
Sicart Associates LLC 1.06% Reduce -0.4% 16,294 $4.1M
Regimen Wealth, LLC 1.21% Add +0.1% 16,262 $4.1M
Estate Planners Group, LLC 1.98% Reduce -1.1% 16,237 $4.1M
Redmond Asset Management, LLC 1.12% Add +1.1% 16,211 $4.1M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.81% No change 16,192 $4.1M
Rainey & Randall Wealth Advisors Inc. 0.67% Reduce -2.0% 16,177 $4.1M
Karras Company, Inc. 4.16% Add +1.1% 16,173 $4.1M
TruNorth Capital Management, LLC 0.79% Add +3.9% 16,139 $4.1M
MBA Advisors LLC 1.57% Reduce -1.7% 16,120 $4.1M
GoalVest Advisory LLC 0.80% Add +19.4% 16,106 $4.1M
DecisionMap Wealth Management, LLC 2.64% Add +9.2% 16,067 $4.1M
IMZ Advisory Inc 1.54% Reduce -3.4% 16,054 $4.1M
McElhenny Sheffield Capital Management, LLC 1.01% Add +3.8% 16,042 $4.1M
Private Harbour Investment Management & Counsel, LLC 4.47% Reduce -2.9% 16,040 $4.1M
Dimension Capital Management LLC 0.57% Reduce -26.2% 16,028 $4.1M
Malaga Cove Capital, LLC 1.46% Reduce -3.1% 16,026 $4.1M
Integrity Advisory Solutions, LLC 0.54% Reduce -4.9% 16,015 $4.1M
Alliance Wealth Advisors, LLC 0.88% Add +0.9% 16,009 $4.1M
Avondale Wealth Management 2.00% Add +17.6% 16,000 $4.1M
Donalies Financial Planning, LLC 3.46% Reduce -1.3% 15,996 $4.1M
Capstone Wealth Management Group, LLC 1.70% Reduce -1.2% 15,968 $4.1M
Cape Investment Advisory, Inc. 1.35% Reduce -10.4% 15,959 $4.1M
Berkeley Capital Partners, LLC 0.94% Add +7.4% 15,948 $4.0M
Apeiron RIA LLC 0.94% Reduce -0.8% 15,940 $4.0M
Motive Wealth Advisors 1.90% Reduce -1.0% 15,937 $4.0M
Parrish Capital LLC 3.60% Reduce -5.3% 15,922 $4.0M
August Group Capital Ltd 4.69% Reduce -5.1% 15,897 $4.0M
One Plus One Wealth Management, LLC 1.70% Add +37.8% 15,881 $4.0M
Ticino Wealth 1.40% Add +4.1% 14,815 $4.0M
NCP Inc. 6.69% Reduce -10.5% 15,836 $4.0M
Gouws Capital LLC 2.13% No change 15,828 $4.0M
Gilbert & Cook, Inc. 0.52% Reduce -3.8% 15,792 $4.0M
RFG Holdings, Inc. 1.01% Add +0.4% 15,770 $4.0M
Watershed Private Wealth LLC 1.25% Reduce -9.6% 15,764 $4.0M
West Financial Advisors, LLC 0.68% Reduce -0.7% 15,762 $4.0M
Pathway Financial Advisors LLC 0.49% Add +0.0% 15,625 $4.0M
Crystal Cove Asset Management, LLC 5.28% — 15,753 $4.0M
Redwood Wealth Management Group, LLC 1.73% Add +1.7% 15,732 $4.0M
LifeGoal Investments, LLC 2.28% Add +20.4% 15,574 $4.0M
Navigate Wealth Management, LLC 2.79% — 14,955 $4.0M
Sterling Financial Planning, Inc. 1.18% Reduce -1.1% 15,675 $4.0M
United Community Bank 1.33% Reduce -0.3% 15,674 $4.0M
Laurion Capital Management LP 0.39% Reduce -95.5% 15,672 $4.0M
Avise Financial Cooperative, Inc. 3.31% Add +4.1% 15,659 $4.0M
RHS Financial, LLC 1.88% Reduce -3.3% 15,656 $4.0M
Compass Financial Group, INC 0.56% Add +15.7% 15,648 $4.0M
Birmingham Capital Management Co. Inc. 1.67% No change 15,642 $4.0M
CPA Asset Management Group, LLC 1.33% Reduce -13.0% 15,635 $4.0M
Dougherty & Associates, LLC 3.64% Reduce -1.3% 15,627 $4.0M
Arkos Global Advisors 0.50% Add +5.9% 15,617 $4.0M
Helium Advisors LLC 3.79% Reduce -6.4% 15,614 $4.0M
Center For Asset Management LLC 1.97% Reduce -1.5% 15,599 $4.0M
Center for Wealth Management Advisory 2.85% Add +0.4% 15,584 $4.0M
KilterHowling LLC 1.99% Add +11.7% 15,539 $3.9M
Selby Wealth Management, LLC 1.55% Reduce -0.4% 15,522 $3.9M
KERR FINANCIAL PLANNING Corp 2.78% Add +0.6% 14,601 $3.9M
Brogan Financial, Inc. 1.73% Reduce -0.3% 15,507 $3.9M
TFB Advisors LLC 2.06% Reduce -21.9% 15,506 $3.9M
Murphy Pohlad Asset Management LLC 1.41% Reduce -0.4% 15,494 $3.9M
Scarborough Advisors, LLC 0.43% Reduce -0.8% 15,489 $3.9M
First Pacific Financial 0.51% Reduce -4.1% 15,479 $3.9M
Permanent Capital Management, LP 0.61% Add +2.8% 14,471 $3.9M
City National Bank of Florida 2.34% Add +20.9% 15,463 $3.9M
CKW Financial Group 0.43% Reduce -1.3% 15,337 $3.9M
RM Financial Services, LLC 3.38% Reduce -2.1% 15,439 $3.9M
Mirova US LLC 0.04% No change 15,420 $3.9M
Piedmont Capital Management, LLC 2.60% Reduce -3.9% 15,371 $3.9M
Granite Group Advisors, LLC 2.36% Add +0.2% 15,386 $3.9M
Aletheian Wealth Advisors LLC 1.90% — 15,368 $3.9M
RMG Wealth Management LLC 0.45% Reduce -0.8% 13,323 $3.9M
Axis Wealth Partners, LLC 2.07% Add +2.6% 15,356 $3.9M
Prudent Man Investment Management, Inc. 1.31% No change 14,286 $3.9M
Sensible Money, LLC 1.18% Reduce -49.5% 15,289 $3.9M
DHJJ Financial Advisors, Ltd. 1.28% Add +0.4% 15,269 $3.9M
Davis Capital Management 2.63% Add +0.5% 15,266 $3.9M
Legacy Wealth Partners, LLC 0.97% Add +3.1% 15,209 $3.9M
MBM Wealth Consultants, LLC 0.89% Reduce -2.5% 15,208 $3.9M
New Wave Wealth Advisors LLC 1.35% Add +5.5% 15,193 $3.9M
Wrenne Financial Planning LLC 1.51% Add +0.3% 15,182 $3.9M
Paladin Partners, LLC 2.78% Reduce -22.9% 15,177 $3.9M
TrueWealth Financial Partners 1.53% New 15,158 $3.8M
Pilgrim Partners Asia Pte Ltd 1.62% Add +48.2% 15,150 $3.8M
Blue Line Capital, LLC / IL 4.35% Reduce -1.2% 15,149 $3.8M
Epiq Partners, LLC 1.85% Add +0.1% 15,143 $3.8M
Lighthouse Financial LLC 2.32% Add +38.6% 15,138 $3.8M
Carrera Capital Advisors 0.59% Add +3.4% 15,128 $3.8M
Philadelphia Investment Partners, LLC 2.61% — 15,128 $3.8M
Verde Capital Management 0.82% Add +84.7% 15,126 $3.8M
Single Point Partners, LLC 0.76% Reduce -8.7% 15,121 $3.8M
Collaborative Fund Advisors, LLC 2.37% — 15,116 $3.8M
FSB Premier Wealth Management, Inc. 1.20% Add +0.3% 15,112 $3.8M
Minot DeBlois Advisors LLC 3.48% Add +3.6% 15,111 $3.8M
Strathmore Capital Advisors, Inc. 1.08% Add +12.8% 14,148 $3.8M
CAP Partners, LLC 2.16% Reduce -5.4% 15,097 $3.8M
Tenon Financial LLC 1.50% Add +4.6% 15,058 $3.8M
TLWM 0.69% Add +4.2% 15,049 $3.8M
Flower City Capital 1.92% Reduce -0.2% 15,045 $3.8M
Total Wealth Planning & Management, Inc. 3.03% Reduce -5.0% 15,041 $3.8M
Maripau Wealth Management LLC 1.68% Add +8.3% 15,040 $3.8M
Giverny Capital 0.14% Reduce -8.9% 15,040 $3.8M
Elevated Financial Group LLC 1.26% Add +8.9% 15,023 $3.8M
Clientfirst Wealth Management, LLC 3.21% Add +4.2% 15,002 $3.8M
SKY-Mountain Capital Management, Inc. 2.73% Reduce -2.5% 14,979 $3.8M
Centennial Bank 1.36% Reduce -4.4% 14,978 $3.8M
Elgethun Capital Management 0.63% Add +0.0% 14,978 $3.8M
Wulff, Hansen & Co. 3.88% Add +0.3% 14,970 $3.8M
Talisman Wealth Advisors LLC 3.05% Reduce -0.1% 14,932 $3.8M
Enzi Wealth 1.31% Add +4.2% 14,921 $3.8M
Disciplined Investors, L.L.C. 2.25% Add +6.0% 14,907 $3.8M
Kelly Financial Services LLC 0.91% Reduce -0.1% 14,891 $3.8M
Arcus Capital Partners, LLC 1.36% Reduce -1.5% 14,891 $3.8M
Eagle Harbor Asset Management Inc. 3.23% Reduce -0.2% 14,876 $3.8M
Valued Retirements, Inc. 3.69% Reduce -0.0% 14,874 $3.8M
A&I Financial Services, LLC 1.79% Reduce -4.3% 14,853 $3.8M
LifePlan Investment Advisors, Inc. 1.48% Add +2.0% 14,825 $3.8M
Investment Insight Wealth Management, LLC 4.06% Reduce -0.6% 14,823 $3.8M
Auto-Owners Insurance Co 0.08% No change 14,818 $3.8M
Diesslin Group, Inc. 1.69% Reduce -1.3% 14,812 $3.8M
Brendel Financial Advisors LLC 1.86% Add +3.2% 14,812 $3.8M
Leith Wheeler Investment Counsel Ltd. 0.31% Add +1.0% 14,809 $3.8M
KG Capital Management 2.69% Reduce -73.3% 15,035 $3.8M
Aspiring Ventures, LLC 1.26% Add +6.6% 14,780 $3.8M
XTX Topco Ltd 0.07% Reduce -81.4% 14,776 $3.8M
apricus wealth, LLC 1.82% Reduce -1.3% 14,750 $3.7M
Kellett Wealth Advisors, LLC 2.03% Add +1.7% 14,743 $3.7M
Investors Research Corp 0.71% Reduce -18.6% 14,725 $3.7M
Matrix Trust Co 0.62% Add +6.4% 14,698 $3.7M
Camden National Bank 0.50% Reduce -1.8% 14,689 $3.7M
Werlinich Asset Management, LLC 1.81% No change 14,680 $3.7M
Decision Investments, Inc. 4.23% Reduce -5.7% 14,673 $3.7M
McCarter Private Wealth Services LLC 1.62% Add +2.9% 14,662 $3.7M
Clear Point Advisors Inc. 2.88% Add +11.6% 14,662 $3.7M
CGC Financial Services, LLC 1.08% Reduce -4.3% 14,660 $3.7M
FOCUS Wealth Advisors, LLC 1.82% Reduce -3.0% 14,659 $3.7M
Peak Retirement Planning, Inc. 0.74% Add +5.6% 14,649 $3.7M
Cura Wealth Advisors, LLC 1.66% Reduce -21.8% 14,594 $3.7M
Paradigm, Strategies in Wealth Management, LLC 2.51% Reduce -6.0% 14,587 $3.7M
Buttonwood Financial Advisors Inc. 1.24% Reduce -0.9% 14,560 $3.7M
Wolverine Asset Management LLC 0.20% New 14,558 $3.7M
Mraz, Amerine & Associates, Inc. 0.54% Reduce -1.3% 14,544 $3.7M
Palatine Hill Wealth Management, LLC 3.21% Reduce -7.3% 14,539 $3.7M
Blue Jean Financial LLC 3.04% Add +131.5% 14,508 $3.7M
Axq Capital, LP 0.47% New 14,494 $3.7M
Pinnacle Holdings, LLC 1.31% Reduce -27.5% 14,489 $3.7M
Capital Square, LLC 1.69% Add +7.7% 13,552 $3.7M
Sterling Group Wealth Management, LLC 1.73% Reduce -17.0% 14,450 $3.7M
Capital Squared Financial LLC 2.80% Add +0.2% 14,449 $3.7M
Neo Ivy Capital Management 0.97% Reduce -35.6% 14,440 $3.7M
Gill Capital Partners, LLC 1.05% Reduce -0.6% 14,432 $3.7M
Channing Global Advisors, LLC 2.14% Reduce -4.7% 14,416 $3.7M
Bond & Devick Financial Network, Inc. 1.02% Add +1.7% 14,415 $3.7M
Towerpoint Wealth, LLC 1.48% Reduce -0.0% 14,407 $3.7M
Measured Risk Portfolios, Inc. 4.03% Reduce -0.7% 14,399 $3.7M
Oak Thistle LLC 0.35% New 14,392 $3.7M
Shepherd Street Advisors LLC 3.60% Add +0.6% 14,387 $3.7M
AdviceOne Advisory Services, LLC 2.21% Add +0.7% 14,379 $3.6M
Boothbay Fund Management, LLC 0.09% Reduce -9.4% 14,369 $3.6M
J. Team Financial, Inc. 4.09% Reduce -37.1% 14,369 $3.6M
Orion Investment Co 1.16% No change 14,354 $3.6M
John G Ullman & Associates Inc. 0.48% Reduce -14.3% 14,353 $3.6M
Powell Investment Advisors, LLC 1.26% Add +7.1% 14,349 $3.6M
Arrowroot Family Office, LLC 1.20% Reduce -0.5% 14,344 $3.6M
Nicholas Investment Partners, LP 0.30% Add +16.0% 14,341 $3.6M
Lifestyle Asset Management, Inc. 1.19% Add +4.9% 14,304 $3.6M
Valueworks LLC 0.99% Reduce -2.4% 14,302 $3.6M
Guild Investment Management, Inc. 2.59% Reduce -0.1% 14,302 $3.6M
One Degree Advisors Inc 0.95% Reduce -1.2% 14,299 $3.6M
MN Wealth Advisors, LLC 1.76% Add +9.0% 14,273 $3.6M
Cookson Peirce & Co. Inc. 0.15% Add +18.5% 14,252 $3.6M
Ridge Creek Global, Inc 3.06% No change 14,234 $3.6M
Cherrydale Wealth Management, LLC 1.12% Reduce -8.6% 14,228 $3.6M
HMS Capital Management, LLC 1.40% Reduce -3.5% 14,228 $3.6M
Invenio Wealth Partners LLC 1.43% Add +3.7% 14,226 $3.6M
Main Street Group, LTD 1.15% Reduce -1.3% 14,222 $3.6M
CBIZ Investment Advisory Services, LLC 0.13% Reduce -21.3% 14,214 $3.6M
DRW Securities, LLC 0.20% Reduce -79.0% 14,201 $3.6M
Jeter Robert S II 3.59% — 12,275 $3.6M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 3.23% Reduce -2.6% 14,182 $3.6M
Park Edge Advisors, LLC 0.83% Add +21.7% 14,172 $3.6M
Strong Retirement Solutions LLC 2.52% Add +4.2% 14,169 $3.6M
Portfolio Strategies, Inc. 0.44% Add +15.4% 14,151 $3.6M
MinichMacGregor Wealth Management, LLC 0.63% Reduce -4.3% 14,133 $3.6M
Blackston Financial Advisory Group, LLC 2.25% Add +12.6% 14,129 $3.6M
Oxford Wealth Group, LLC 1.96% Reduce -0.1% 14,127 $3.6M
Burkett Financial Services, LLC 1.23% Add +0.1% 14,124 $3.6M
Cannon Wealth Management Services, LLC 2.42% Add +0.8% 14,121 $3.6M
Fischer Financial Services, Inc. 1.21% Reduce -88.4% 14,116 $3.6M
Menard Financial Group LLC 2.50% Add +0.3% 14,115 $3.6M
Allegiance Financial Group Advisory Services LLC 0.71% Reduce -10.5% 14,117 $3.6M
Compass Advisory Group LLC 0.96% Add +2.5% 14,081 $3.6M
Wetzel Investment Advisors, Inc. 1.42% Reduce -4.2% 14,044 $3.6M
Hutchens & Kramer Investment Management Group, LLC 1.13% Reduce -0.9% 14,041 $3.6M
Nestegg Advisors, Inc. 3.13% Reduce -0.4% 14,039 $3.6M
Future Fund LLC 1.25% Add +0.7% 14,010 $3.6M
Alliance Private Wealth, LLC 1.28% Add +0.7% 14,009 $3.6M
Baer Investment Advisory LLC 5.04% Add +0.4% 13,997 $3.6M
Seven Springs Wealth Group, LLC 0.84% Reduce -0.2% 13,986 $3.5M
First City Capital Management, Inc. 1.88% Add +4.7% 13,981 $3.5M
Eaton-Cambridge Inc. 1.11% Add +21.3% 13,968 $3.5M
Rayburn West Financial Services LLC 2.08% No change 13,935 $3.5M
Shrier Wealth Management, LLC 1.31% Add +1.4% 13,930 $3.5M
Sierra Legacy Group 2.70% No change 13,929 $3.5M
Smith Thornton Advisors LLC 1.78% Add +0.4% 13,910 $3.5M
Constant Guidance Financial LLC 2.44% Reduce -24.3% 13,904 $3.5M
Innovative Advisory Group, LLC 3.11% Reduce -63.1% 13,898 $3.5M
LYNX Capital Group Ltd. 1.64% Reduce -1.9% 13,893 $3.5M
Forza Wealth Management, LLC 1.23% Add +5.1% 13,878 $3.5M
Sherman Asset Management, Inc. 3.23% Add +0.2% 13,846 $3.5M
Mowery & Schoenfeld Wealth Management, LLC 5.37% Reduce -5.8% 13,846 $3.5M
Wealth Care LLC 3.12% — 13,844 $3.5M
Harbour Wealth Management Group, Inc. 2.64% Reduce -2.4% 13,834 $3.5M
Foundation Wealth Management, LLC 2.37% Reduce -5.9% 13,810 $3.5M
Houlihan Financial Resource Group, Ltd. 1.37% Add +0.1% 13,806 $3.5M
Guardian Capital, LLC 3.35% Reduce -30.8% 13,799 $3.5M
Orin Green Financial, LLC 1.44% Add +0.9% 13,786 $3.5M
Northern Capital Management, Inc. 1.75% Reduce -0.2% 13,770 $3.5M
Rexford Capital Inc. 2.50% Add +1.5% 13,770 $3.5M
Capitol Family Office, Inc. 4.12% No change 12,846 $3.5M
Whipplewood Advisors, LLC 1.81% Add +5.3% 13,748 $3.5M
Align Financial, LLC 1.98% Reduce -99.6% 13,740 $3.5M
Y.D. More Investments Ltd 0.14% Reduce -42.4% 13,770 $3.5M
FreeGulliver LLC 1.47% Reduce -7.0% 13,696 $3.5M
Client 1ST Advisory Group, LLC 1.06% Add +3.3% 13,694 $3.5M
WMS Group LLC 5.04% Reduce -19.0% 13,657 $3.5M
Eads & Heald Wealth Management 1.73% Reduce -0.8% 13,650 $3.5M
Chicago Wealth Management, Inc. 1.38% Add +0.1% 13,645 $3.5M
AXS Investments LLC 1.40% Reduce -7.2% 13,633 $3.5M
Paragon Capital Management Ltd 0.73% Reduce -0.7% 13,630 $3.5M
Accelerate Investment Advisors LLC 2.31% Reduce -0.2% 13,605 $3.5M
Townsend & Associates, Inc 0.30% Reduce -1.7% 12,620 $3.4M
Keb Asset Management, LLC 0.66% Add +1.4% 13,582 $3.4M
Curtis Advisory Group, LLC 0.74% Reduce -1.3% 13,561 $3.4M
WealthTrust Asset Management, LLC 2.05% Add +55.9% 13,556 $3.4M
Latko Wealth Management, Ltd. 1.68% Reduce -2.1% 13,542 $3.4M
MKT Advisors LLC 1.15% Reduce -0.1% 13,557 $3.4M
Guardian Financial Partners, LLC 1.44% Add +0.1% 13,485 $3.4M
Provident Living Financial Services, Inc. 3.77% Reduce -5.1% 13,478 $3.4M
Peterson Wealth Advisors, LLC 0.45% Add +2.0% 13,472 $3.4M
Washburn Capital Management, Inc. 1.99% Reduce -0.9% 13,470 $3.4M
Three Seasons Wealth, LLC 1.30% Reduce -97.3% 13,465 $3.4M
TCP Asset Management, LLC 0.44% Add +17.8% 13,456 $3.4M
Bright Futures Wealth Management, LLC. 2.33% Add +20.0% 13,421 $3.4M
Inkwell Capital LLC 3.48% Reduce -1.0% 13,417 $3.4M
Aspen Wealth Management LLC 0.68% Add +4.3% 13,413 $3.4M
Global Strategic Investment Solutions, LLC 0.33% Reduce -13.4% 13,398 $3.4M
Hobbs Group Advisors, LLC 1.02% Add +1.3% 13,394 $3.4M
Payne Capital Management, LLC 1.03% Add +0.2% 13,388 $3.4M
Midwest Professional Planners, LTD. 0.80% Reduce -18.8% 13,369 $3.4M
Leo H. Evart, Inc. 2.90% — 13,362 $3.4M
Peoples Bank 3.41% Add +2.2% 13,351 $3.4M
Entruity Wealth, LLC 2.30% Reduce -2.7% 13,341 $3.4M
Alessandra Capital Management, LLC 2.89% Reduce -2.8% 13,340 $3.4M
Endeavor Private Wealth, Inc. 0.97% Add +2.2% 13,338 $3.4M
Macroview Investment Management LLC 2.36% Add +0.6% 13,334 $3.4M
Fenimore Asset Management Inc 0.08% No change 13,296 $3.4M
Carlson Financial, Inc. 1.99% Reduce -1.8% 13,288 $3.4M
Harvey Investment Co. LLC 0.37% No change 13,277 $3.4M
Sonoma Allocations LLC 1.16% Reduce -4.8% 13,329 $3.4M
Dodds Wealth, LLC 0.83% Reduce -1.1% 13,271 $3.4M
BlueSky Wealth Advisors, LLC 0.43% Add +25.6% 13,270 $3.4M
Wealth Forward, LLC 1.90% Reduce -0.8% 13,268 $3.4M
Prevail Innovative Wealth Advisors, LLC 0.57% Reduce -5.1% 13,264 $3.4M
Greater Midwest Financial Group, LLC 1.81% Reduce -0.9% 13,261 $3.4M
Laidlaw Wealth Management LLC 11.68% No change 13,257 $3.4M
Golden Reserve Retirement LLC 0.69% Reduce -11.1% 13,246 $3.4M
Miller Financial Services LLC 3.74% Reduce -1.6% 13,241 $3.4M
Elm3 Financial Group, LLC 2.84% Reduce -1.3% 13,238 $3.4M
Saxony Capital Management, LLC 1.95% Add +1.4% 13,232 $3.4M
CogentBlue Wealth Advisors, LLC 2.25% Reduce -1.1% 13,203 $3.4M
Smith Partners Wealth Management, LLC 3.00% Reduce -1.8% 13,190 $3.3M
Objectivity Squared, LLC 2.11% Reduce -1.6% 13,184 $3.3M
Master's Wealth Management Inc. 1.13% Add +9.6% 13,177 $3.3M
Causey Wealth LLC 1.42% Add +23.7% 13,147 $3.3M
Verus Financial Partners, Inc. 0.30% Add +0.9% 12,665 $3.3M
RCS Financial Planning, LLC 1.73% Reduce -11.5% 13,129 $3.3M
WealthCollab, LLC 1.37% Reduce -0.5% 13,122 $3.3M
Financial Solutions Advisory Group, Inc. 0.46% — 13,111 $3.3M
Fortune 45 LLC 1.62% Reduce -20.0% 13,111 $3.3M
Roxbury Financial LLC 2.99% Reduce -0.7% 13,106 $3.3M
Vilga Financial Planning LLC 2.97% No change 13,105 $3.3M
Diker Management LLC 2.96% Reduce -34.4% 13,097 $3.3M
Cherry Tree Wealth Management, LLC 0.70% Reduce -1.4% 13,096 $3.3M
NBZ Investment Advisors LLC 1.45% Add +12.0% 13,081 $3.3M
Moisand Fitzgerald Tamayo, LLC 0.36% Add +0.3% 13,079 $3.3M
Tectonic Advisors LLC 0.18% Reduce -36.6% 13,074 $3.3M
Legal Advantage Investments, Inc. 1.71% Reduce -21.2% 13,073 $3.3M
Ade, LLC 1.59% Reduce -3.5% 13,073 $3.3M
Kondo Wealth Advisors, Inc. 1.25% Add +1.7% 13,068 $3.3M
Birchbrook, Inc. 1.63% Reduce -1.0% 13,069 $3.3M
Wealthcare Capital Partners, LLC 1.55% Reduce -12.3% 13,068 $3.3M
Skyline Advisors, Inc. 1.16% Reduce -4.0% 13,061 $3.3M
Kelman-Lazarov, Inc. 0.47% Reduce -0.3% 13,053 $3.3M
1248 Management, LLC 1.53% No change 13,010 $3.3M
Mountain Pacific Investment Advisers LLC 0.57% Reduce -10.5% 13,008 $3.3M
OFS Enterprise LLC 0.97% — 13,001 $3.3M
Olstein Capital Management, L.P. 0.72% No change 13,000 $3.3M
Authentikos Wealth Advisory, LLC 2.23% Reduce -2.7% 12,994 $3.3M
Arwa LLC 1.63% Add +3.5% 12,641 $3.3M
Ulland Investment Advisors, LLC 2.83% Reduce -2.0% 12,968 $3.3M
Wealth Watch Advisors, INC 1.38% Add +35.3% 12,964 $3.3M
Global Trust Wealth Management LLC 2.49% Reduce -0.1% 12,961 $3.3M
Kaufman Rossin Wealth, LLC 1.88% Reduce -1.4% 12,951 $3.3M
Pathway Wealth Management LLC 3.11% No change 12,950 $3.3M
Bank & Trust Co 2.22% Add +4.5% 12,941 $3.3M
Tributary Capital Management, LLC 0.32% Reduce -2.3% 12,925 $3.3M
Sonoma Private Wealth LLC 4.03% Reduce -1.1% 12,912 $3.3M
WINTON GROUP Ltd 0.11% Reduce -49.7% 12,900 $3.3M
Veery Capital, LLC 1.00% Add +0.9% 12,894 $3.3M
Tanaka Capital Management Inc. 5.45% Reduce -0.6% 12,859 $3.3M
Invested Advisors 3.29% Reduce -1.7% 12,856 $3.3M
Catalyst Private Wealth, LLC 1.77% Add +2.7% 12,855 $3.3M
Financial Symmetry Inc 1.16% Reduce -4.7% 12,015 $3.3M
Weik Capital Management 1.30% Reduce -0.3% 12,844 $3.3M
Keyvantage Wealth, LLC 1.43% Add +2.9% 12,806 $3.3M
Bullock Wealth Management Group 1.63% Reduce -1.2% 12,689 $3.2M
Second Half Financial Partners, LLC 1.46% Add +14.7% 12,771 $3.2M
360 Financial, Inc. 0.97% Reduce -0.4% 12,732 $3.2M
Barden Capital Management, Inc. 2.76% Add +3.4% 12,722 $3.2M
PTM Wealth Management, LLC 1.71% Add +5.0% 12,465 $3.2M
Smith Asset Management Co., LLC 2.76% Add +9.8% 12,665 $3.2M
Beto Financial Group, LLC 1.87% Reduce -0.4% 11,134 $3.2M
Marvin & Palmer Associates Inc. 3.83% Reduce -47.6% 12,599 $3.2M
Storen Legacy Partners, LLC 1.00% Reduce -2.0% 12,575 $3.2M
Weinberger Asset Management, Inc 1.19% Reduce -4.4% 12,548 $3.2M
Summa Corp. 1.32% Reduce -1.6% 12,542 $3.2M
Vienna Asset Management LLC 2.51% Reduce -11.3% 12,533 $3.2M
Stonehearth Capital Management, LLC 1.26% Reduce -19.5% 12,532 $3.2M
Keyes, Stange & Wooten Wealth Management, LLC 1.42% Add +5.6% 12,523 $3.2M
Halter Ferguson Financial Inc. 0.70% Reduce -12.8% 12,520 $3.2M
Integrity Wealth Advisors, Inc. 1.91% Add +15.4% 12,514 $3.2M
Sterling Manor Financial, LLC 1.99% Add +0.4% 12,513 $3.2M
Stonehage Fleming Financial Services Holdings Ltd 0.12% Add +3.2% 12,488 $3.2M
Sun Financial Inc 1.59% Add +0.2% 10,628 $3.2M
Value Investment Professionals, LLC 7.00% Reduce -0.3% 12,482 $3.2M
Basepoint Wealth LLC 1.81% Reduce -1.0% 12,478 $3.2M
Sunflower Bank, N.A. 0.81% Reduce -3.8% 12,472 $3.2M
Beta Wealth Group, Inc. 1.31% Reduce -35.0% 12,471 $3.2M
Quattro Financial Advisors LLC 0.96% Add +50.3% 12,461 $3.2M
Sard Wealth Management Group, LLC 1.72% Add +34.8% 12,446 $3.2M
Barings LLC 0.05% Reduce -6.9% 12,432 $3.2M
Riverstone Advisors, LLC 1.55% Add +2.9% 12,420 $3.2M
Members Wealth LLC 1.88% Add +8.8% 11,538 $3.2M
Collective Family Office LLC 0.71% Reduce -2.3% 12,407 $3.1M
Science & Technology Partners, L.P. 0.82% New 12,400 $3.1M
CarsonAllaria Wealth Management, Ltd. 1.55% Reduce -0.2% 12,385 $3.1M
Wood Tarver Financial Group, LLC 0.87% Reduce -2.1% 12,388 $3.1M
Hamrick Investment Counsel, llc 1.74% Add +22.3% 12,384 $3.1M
Lombard Odier Asset Management (USA) Corp 2.37% Add +0.9% 12,384 $3.1M
SWAN Capital LLC 1.15% Reduce -2.1% 12,367 $3.1M
Wallace Capital Management Inc. 0.36% Reduce -8.3% 12,345 $3.1M
Systematic Financial Management LP 0.07% No change 12,335 $3.1M
Leibman Financial Services, Inc. 2.30% Reduce -0.5% 12,333 $3.1M
Gallacher Capital Management LLC 1.20% Reduce -0.6% 12,333 $3.1M
Apex Wealth Management, LLC 2.15% Add +43.0% 12,321 $3.1M
Rosenberg Matthew Hamilton 0.64% Add +4.0% 12,320 $3.1M
Jefferson Bridge Capital, LLC 3.10% Reduce -0.9% 12,314 $3.1M
Bingham Private Wealth, LLC 2.48% Reduce -27.4% 12,305 $3.1M
Wiser Wealth Management, Inc 0.67% Add +2.7% 12,303 $3.1M
Instrumental Wealth, LLC 1.92% Add +25.6% 12,276 $3.1M
Professional Financial Advisors, LLC 0.63% Reduce -0.1% 12,275 $3.1M
Lakeshore Capital Group, Inc. 2.54% Add +1.3% 12,265 $3.1M
AlphaGrep UK Ltd 0.92% Add +100.4% 12,259 $3.1M
Cavalier Investments, LLC 0.80% Add +260.3% 12,245 $3.1M
Frazier Financial Advisors, LLC 1.72% Add +9.3% 12,230 $3.1M
WESPAC Advisors, LLC 1.70% Reduce -0.8% 12,228 $3.1M
Blake Schutter Theil Wealth Advisors, LLC 2.53% Reduce -0.4% 12,221 $3.1M
Presidio Capital Management, LLC 0.90% Add +21.1% 12,208 $3.1M
Certior Financial Group, LLC 1.97% Add +0.9% 12,180 $3.1M
Riverpoint Wealth Management Holdings, LLC 0.66% Add +0.1% 12,176 $3.1M
QP Wealth Management, LLC 5.29% Reduce -49.8% 12,174 $3.1M
Davidson Kahn Capital Management, LLC 1.64% Reduce -28.3% 12,126 $3.1M
Mainstay Capital Management LLC 0.24% Add +41.4% 12,126 $3.1M
Commonwealth Retirement Investments LLC 0.95% Reduce -1.5% 12,118 $3.1M
Viewpoint Capital Management LLC 1.44% Reduce -7.6% 12,110 $3.1M
Power Wealth Management LLC 1.14% Add +3.9% 12,109 $3.1M
Steffes Financial, Ltd. 1.62% Reduce -15.7% 12,103 $3.1M
Elkhorn Partners Limited Partnership 1.96% Add +4.7% 12,100 $3.1M
Paladin Wealth, LLC 2.11% Reduce -6.5% 12,084 $3.1M
Odyssey Capital Advisors, Inc. 2.75% Reduce -2.3% 12,081 $3.1M
Shayne & Jacobs, LLC 0.95% Add +2.5% 12,065 $3.1M
Carmel Capital Partners, LLC 1.10% Reduce -0.7% 12,034 $3.1M
OMNI 360 Wealth, Inc. 1.57% Reduce -2.0% 12,015 $3.0M
Concorde Asset Management, LLC 1.50% Reduce -21.3% 12,015 $3.0M
Fairbanks Capital Management, Inc. 1.91% Reduce -0.1% 12,007 $3.0M
Cohen & Steers, Inc. 0.01% No change 12,000 $3.0M
Rhodes Investment Advisors Inc. 2.62% Add +0.1% 11,982 $3.0M
Crux Wealth Advisors 1.17% Reduce -0.3% 11,975 $3.0M
St. Louis Financial Planners Asset Management, LLC 1.72% Reduce -5.1% 11,940 $3.0M
Bay Capital Advisors, LLC 1.87% Reduce -1.1% 11,923 $3.0M
Christensen, King & Associates Investment Services, Inc. 1.30% Reduce -0.1% 11,897 $3.0M
Sirios Capital Management L P 0.37% Add +154.5% 11,894 $3.0M
Schorn Wealth LLC 0.91% Reduce -0.8% 11,886 $3.0M
MRP Capital Investments, LLC 2.63% Reduce -5.1% 11,879 $3.0M
Pinnacle Wealth Management Group, Inc. 1.48% Reduce -0.4% 11,867 $3.0M
Optimize Financial Inc. 1.48% Add +1030.7% 11,861 $3.0M
Cedar Wealth Management, LLC 0.88% Add +9.2% 11,856 $3.0M
Solutions 4 Wealth, Ltd 4.52% Reduce -0.1% 11,851 $3.0M
X-Square Capital, LLC 1.01% Reduce -3.9% 11,842 $3.0M
Red Cedar Investment Management, LLC 0.31% Reduce -0.7% 11,843 $3.0M
Payne Capital LLC 2.76% No change 11,833 $3.0M
Gilpin Wealth Management, LLC 2.38% Reduce -1.2% 11,823 $3.0M
Kennicott Capital Management LLC 1.64% No change 11,808 $3.0M
Breakthru Advisory Services, LLC 4.80% Reduce -6.1% 11,806 $3.0M
Droms Strauss Advisors Inc. /Mo/ 0.78% Reduce -3.9% 11,806 $3.0M
Wealth Science Advisors LLC 1.69% No change 11,021 $3.0M
Signature Wealth Management Group 1.14% Add +7.2% 11,804 $3.0M
Muirfield Wealth Advisors LLC 2.20% Reduce -0.1% 11,801 $3.0M
17 Capital Partners, LLC 1.55% Add +12.2% 11,792 $3.0M
Momentous Wealth Management, Inc. 1.71% Reduce -4.2% 11,783 $3.0M
Red Crane Wealth Management, LLC 2.46% Reduce -0.0% 11,778 $3.0M
Berry Wealth Group, LP 11.15% Reduce -3.4% 11,753 $3.0M
Intelligent Financial Strategies 1.55% Reduce -3.4% 11,751 $3.0M
Private Wealth Advisors, LLC 0.84% Reduce -0.1% 11,749 $3.0M
Sidoxia Capital Management, LLC 2.57% — 11,735 $3.0M
Redwood Park Advisors LLC 2.20% Reduce -3.5% 11,731 $3.0M
MorganRosel Wealth Management, LLC 1.17% Reduce -10.9% 11,731 $3.0M
Capital Asset Managemnet, LLC 3.35% No change 11,713 $3.0M
Intrepid Capital Management Inc. 1.40% Add +5.9% 11,712 $3.0M
Defined Wealth Management, LLC 1.74% Reduce -1.3% 11,709 $3.0M
Nalls Sherbakoff Group, LLC 2.19% Add +0.0% 11,703 $3.0M
Halbert Hargrove Global Advisors, LLC 0.14% Reduce -10.9% 11,691 $3.0M
DeLarme Wealth Management, Inc. 1.91% Add +120.3% 11,687 $3.0M
Brand Asset Management Group, Inc. 0.77% Add +21.1% 11,670 $3.0M
Leonard Rickey Investment Advisors P.L.L.C. 0.51% Add +6.8% 11,667 $3.0M
Petix & Botte Co 1.33% Reduce -57.5% 11,662 $3.0M
Echo45 Advisors LLC 1.66% Add +32.3% 11,660 $3.0M
Flagstone Financial Management 0.73% Add +0.7% 11,658 $3.0M
Vivid Wealth Management, LLC 1.20% Reduce -1.5% 11,654 $3.0M
DiNuzzo Private Wealth, Inc. 0.32% Reduce -4.2% 11,651 $3.0M
Zinnia Wealth Advisory, LLC 3.31% Reduce -12.6% 11,649 $3.0M
Hilton Head Capital Partners, LLC 1.66% Reduce -1.2% 11,619 $2.9M
Audent Global Asset Management, LLC 2.94% Reduce -7.0% 10,263 $2.9M
Richmond Brothers, Inc. 1.96% Reduce -8.8% 11,585 $2.9M
Viewpoint Investment Partners Corp. 1.36% Reduce -0.2% 11,536 $2.9M
Gray Private Wealth, LLC 1.48% Reduce -5.5% 11,564 $2.9M
Williams & Novak, LLC 2.20% Add +14.8% 11,481 $2.9M
Avant Financial Advisors LLC 2.06% No change 11,563 $2.9M
Raffa Wealth Management, LLC 0.46% Add +0.9% 11,551 $2.9M
Sterling Wealth Management, Inc. 0.80% Add +0.3% 11,549 $2.9M
Grace & White Inc. 0.52% Add +3.2% 11,536 $2.9M
Lakewood Asset Management LLC 1.86% Reduce -22.0% 11,476 $2.9M
Adapt Wealth Advisors, LLC 1.05% Reduce -10.0% 11,474 $2.9M
Clarity Wealth Development LLC 2.37% Reduce -0.3% 11,452 $2.9M
Cohen Capital Management, Inc. 0.45% Add +4.8% 11,449 $2.9M
DecisionPoint Financial, LLC 0.63% Add +0.1% 11,433 $2.9M
Terra Nova Asset Management LLC 2.15% Reduce -2.0% 11,424 $2.9M
TrueWealth Advisors, LLC 0.73% Add +1.3% 11,421 $2.9M
Global Wealth Strategies & Associates 0.71% Add +1.4% 11,417 $2.9M
Newport Capital Group, LLC 1.77% Add +56.7% 11,414 $2.9M
Lumbard & Kellner, LLC 1.00% No change 11,409 $2.9M
Grantvest Financial Group LLC 1.87% Reduce -7.2% 11,407 $2.9M
Tower Wealth Partners, Inc. 1.60% Add +1.4% 11,402 $2.9M
Shore Point Advisors, LLC 1.14% Add +171.6% 11,395 $2.9M
Madrid Wealth Management, LLC 2.18% Add +9.6% 11,394 $2.9M
Maltin Wealth Management, Inc. 1.10% Reduce -0.1% 11,392 $2.9M
Franklin, Parlapiano, Turner & Welch, LLC 0.69% No change 10,568 $2.9M
Voisard Asset Management Group, Inc. 0.62% Add +7.8% 11,376 $2.9M
Mma Asset Management LLC 1.01% Add +7.6% 11,342 $2.9M
Alterna Wealth Management, Inc. 2.18% Add +0.8% 11,338 $2.9M
Portus Wealth Advisors, LLC 2.70% Reduce -7.4% 11,317 $2.9M
Threadgill Financial, LLC 0.83% Reduce -0.9% 11,308 $2.9M
TAGStone Capital, Inc. 1.01% Add +43.6% 11,299 $2.9M
WorthPointe, LLC 0.78% Reduce -4.7% 11,280 $2.9M
Koss-Olinger Consulting, LLC 0.24% Reduce -46.9% 11,279 $2.9M
Timothy G. Youngquist 2020 Irrevocable Trust 1.40% New 11,274 $2.9M
Nicholson Wealth Management Group, LLC 1.67% Add +3.0% 11,264 $2.9M
Stonebridge Financial Planning Group, LLC 1.05% Reduce -1.6% 11,253 $2.9M
Cornerstone National Bank & Trust Co 1.05% Reduce -1.7% 11,170 $2.9M
Hartmann Taylor Wealth Management, LLC 1.89% Add +0.0% 11,244 $2.9M
LiftPoint Family Wealth Advisors LLC 2.35% Add +3.7% 11,204 $2.8M
OLIO Financial Planning 0.79% Add +7.9% 11,188 $2.8M
Cypress Financial Planning LLC 0.79% Add +2.1% 11,179 $2.8M
PVG Asset Management Corp. 1.68% Add +208.1% 9,571 $2.8M
Sanchez Gaunt Capital Management, LLC 1.77% — 11,177 $2.8M
Baring Financial LLC 1.73% Add +11.1% 11,171 $2.8M
Womack Financial LLC 2.08% Reduce -2.0% 11,155 $2.8M
Sierra Ocean, LLC 2.32% Reduce -7.0% 11,148 $2.8M
Steph & Co. 0.81% Add +0.3% 11,140 $2.8M
Serenity Investment Advisors 1.32% Add +5.7% 9,154 $2.8M
VSM Wealth Advisory, LLC 0.84% Add +1.7% 11,138 $2.8M
Atala Financial Inc 1.90% Add +1.1% 11,122 $2.8M
Continental Investors Services, Inc. 2.67% Add +19.8% 9,650 $2.8M
Cassia Capital Partners, LLC 1.45% Add +6.3% 11,122 $2.8M
Blossom Wealth Management 4.19% Add +0.5% 11,121 $2.8M
FSA Advisors, Inc. 1.86% Add +550.0% 11,109 $2.8M
Glass Jacobson Investment Advisors llc 0.97% Reduce -1.5% 11,105 $2.8M
New Perspectives, Inc 0.98% No change 11,100 $2.8M
Pinnacle Financial Group, LLC / IL 0.77% Add +1.5% 11,088 $2.8M
ETF Portfolio Partners, Inc. 0.74% No change 11,087 $2.8M
EDENTREE ASSET MANAGEMENT Ltd 0.85% No change 11,078 $2.8M
Richwood Investment Advisors, LLC 2.17% Add +0.6% 11,070 $2.8M
Cogent Private Wealth, Inc. 2.02% Reduce -2.4% 11,038 $2.8M
Darwin Wealth Management, LLC 0.87% Reduce -3.2% 11,033 $2.8M
Clarkston Capital Partners, LLC 0.21% Reduce -93.3% 11,033 $2.8M
Bravera Wealth 1.26% Add +2.7% 11,028 $2.8M
Financial Alternatives, Inc 1.51% Reduce -6.3% 11,022 $2.8M
Landmark Wealth Management, LLC 0.75% Add +13.8% 11,015 $2.8M
Eurizon SLJ Capital Ltd 1.33% Reduce -27.8% 11,011 $2.8M
Mach-1 Financial Group, LLC 0.98% Reduce -75.5% 11,001 $2.8M
STAR Financial Bank 1.32% Reduce -8.1% 11,001 $2.8M
Integrated Capital Management, LLC 1.18% Reduce -4.0% 10,983 $2.8M
REDW Wealth LLC 1.11% Reduce -18.7% 10,979 $2.8M
ShankerValleau Wealth Advisors, Inc. 0.78% No change 10,958 $2.8M
Compass Wealth Management LLC 0.69% Add +1.0% 10,947 $2.8M
Blalock Williams, LLC 2.15% Add +5.7% 10,947 $2.8M
Climber Capital SA 1.82% Add +22.4% 10,941 $2.8M
John Boyer, Inc. 2.77% Add +7.8% 10,911 $2.8M
Sollinda Capital Management LLC 0.67% Reduce -1.1% 10,906 $2.8M
Clifford Group, LLC 2.13% Add +14.3% 10,904 $2.8M
Forefront Wealth Partners, LLC 1.16% Add +11.3% 10,904 $2.8M
PARK CIRCLE Co 2.63% No change 10,900 $2.8M
Bluesphere Advisors LLC 0.98% Add +31.3% 10,898 $2.8M
Advisory Research Inc. 0.34% Reduce -7.6% 10,895 $2.8M
Northeast Financial Group, Inc. 0.73% Reduce -8.7% 10,863 $2.8M
Blue Sky Capital Consultants Group, Inc. 1.31% Reduce -32.3% 10,863 $2.8M
Northland Securities, Inc. 2.62% Reduce -14.4% 10,862 $2.8M
Balance Wealth Partners LLC 0.86% Add +22.1% 10,861 $2.8M
Burns Matteson Capital Management, LLC 1.07% Reduce -3.1% 10,855 $2.8M
Vermillion Wealth Management, Inc. 1.10% Add +7.3% 10,846 $2.8M
Trinity Wealth Management, LLC 1.01% Reduce -2.1% 10,834 $2.7M
Cardinal Strategic Wealth Guidance 0.72% Reduce -0.8% 10,827 $2.7M
Gordian Advisors LLC 1.83% Add +0.0% 10,821 $2.7M
MH & Associates Securities Management Corp. 2.39% Reduce -0.2% 10,807 $2.7M
Miller Capital Partners, Inc. 1.33% No change 10,807 $2.7M
Waystone Advisors LLC 2.45% Reduce -2.2% 10,799 $2.7M
HF Advisory Group, LLC 0.93% Reduce -0.9% 10,796 $2.7M
MFA Wealth Services 1.81% Reduce -0.4% 10,792 $2.7M
Benchmark Investment Advisors LLC 1.59% — 10,782 $2.7M
4WEALTH Advisors, Inc. 2.33% Add +3.7% 11,068 $2.7M
WealthCare Investment Partners, LLC 0.76% Reduce -0.4% 10,772 $2.7M
Hickory Point Bank & Trust 1.80% Reduce -3.4% 10,717 $2.7M
Prudent Investors Network, Inc. 0.59% Add +2.7% 10,712 $2.7M
Keener Financial Planning LLC 1.14% Reduce -5.0% 10,712 $2.7M
Powers Advisory Group, LLC 0.96% Reduce -1.8% 10,700 $2.7M
Intercapital, LLC 1.50% Add +345.8% 10,700 $2.7M
Ascension Capital Advisors, Inc. 0.85% Add +49.0% 10,694 $2.7M
Athena Wealth Management, LLC 2.22% Reduce -6.8% 10,694 $2.7M
Tudor Financial Inc. 1.39% Add +0.6% 10,691 $2.7M
Wedgewood Investors Inc. 3.11% Reduce -0.2% 10,682 $2.7M
Macro Advisors, Inc. 1.12% — 10,679 $2.7M
Conrad Siegel Investment Advisors, Inc. 0.49% Add +0.5% 10,678 $2.7M
Prosperity Planning, Inc. 0.98% Add +3.3% 10,670 $2.7M
Ssi Investment Management LLC 0.22% No change 10,656 $2.7M
Requisite Capital Management, LLC 0.50% Reduce -14.2% 10,654 $2.7M
Roth Financial Partners LLC 0.92% Reduce -1.1% 10,645 $2.7M
Dala Group, LLC 2.26% Add +5.3% 10,629 $2.7M
Gen-Wealth Partners Inc 0.85% Add +4.0% 10,631 $2.7M
Impact Investors, Inc 1.87% Add +13.9% 10,629 $2.7M
Thoma Capital Management LLC 1.59% Reduce -6.0% 10,610 $2.7M
Sachetta, LLC 1.46% Reduce -9.2% 10,606 $2.7M
Sharper & Granite LLC 0.92% Reduce -4.1% 10,567 $2.7M
R. W. Roge & Company, Inc. 1.28% Reduce -3.3% 10,555 $2.7M
Financial Freedom, LLC 1.33% Add +0.1% 10,543 $2.7M
ARK & TLK Investments, LLC 0.73% Reduce -54.0% 10,539 $2.7M
North Forty Two & Co. 2.47% Reduce -0.9% 10,536 $2.7M
Shay Capital LLC 0.38% New 10,525 $2.7M
Monte Financial Group, LLC 0.95% Reduce -7.6% 10,503 $2.7M
Golden Road Advisors LLC 1.53% Reduce -18.2% 10,497 $2.7M
SkyView Investment Advisors, LLC 0.36% Add +0.8% 10,488 $2.7M
Chiron Capital Management, LLC 2.73% — 10,485 $2.7M
Legacy Financial Group LLC 0.33% Reduce -0.2% 10,463 $2.7M
Investment Advisory Services Group LLC 2.31% Add +24.3% 10,458 $2.7M
Nicholas Wealth, LLC. 1.83% Reduce -8.6% 10,454 $2.7M
Builder Investment Group Inc. 0.57% Reduce -4.4% 10,440 $2.6M
Colony Family Offices, LLC 0.65% Reduce -15.1% 10,433 $2.6M
Fulcrum Equity Management 2.58% Add +13.7% 10,426 $2.6M
Sprinkle Financial Consultants LLC 1.22% Reduce -0.1% 10,426 $2.6M
Kaydan Wealth Management, Inc. 0.88% Add +3.0% 10,416 $2.6M
Sage Capital Management, LLC 1.24% Add +1.9% 10,400 $2.6M
Magnetar Financial LLC 0.03% New 10,704 $2.6M
Smart Money Group LLC 0.77% Add +0.3% 10,396 $2.6M
Bellwether Advisors, LLC 0.45% Reduce -3.9% 10,394 $2.6M
Holos Integrated Wealth LLC 1.33% Add +26.4% 10,390 $2.6M
PCG Wealth Advisors, LLC 0.67% Add +1.4% 10,373 $2.6M
Legend Financial Advisors, Inc. 1.69% Reduce -5.6% 10,358 $2.6M
Vawter Financial, Ltd. 1.10% Add +0.0% 10,349 $2.6M
Southern Financial Group, LLC 0.73% Reduce -1.9% 10,344 $2.6M
Ariadne Wealth Management, LP 1.18% Reduce -3.5% 10,321 $2.6M
Sequent Planning LLC 0.63% Reduce -2.4% 10,316 $2.6M
Precision Wealth Strategies, LLC 0.87% Reduce -6.8% 10,306 $2.6M
One River Asset Management, LLC 8.90% Add +159.9% 10,305 $2.6M
Latitude Advisors, LLC 1.20% Reduce -13.7% 10,301 $2.6M
ForthRight Wealth Management, LLC 0.74% No change 10,263 $2.6M
Vestia Personal Wealth Advisors 1.22% Add +1.6% 10,262 $2.6M
Plan A Wealth LLC 1.25% Add +2.0% 10,258 $2.6M
Innova Wealth Partners 1.23% Reduce -8.3% 10,225 $2.6M
Flagship Wealth Advisors, LLC 1.11% Reduce -37.3% 12,633 $2.6M
Newton One Investments LLC 0.70% Add +0.1% 10,203 $2.6M
Councilor Wealth, LLC 1.26% Reduce -2.2% 10,199 $2.6M
Smart Portfolios, LLC 2.58% Reduce -0.5% 10,190 $2.6M
Pavion Blue Capital, LLC 1.12% Reduce -1.0% 10,187 $2.6M
Allen Wealth Management, LLC 1.29% Reduce -3.5% 10,185 $2.6M
Altiora Financial Group, LLC 0.43% Reduce -0.2% 10,181 $2.6M
Numerai GP LLC 0.26% Add +56.0% 10,174 $2.6M
Blackstone Inc. 0.01% Reduce -62.2% 10,169 $2.6M
McNaughton Wealth Management, LLC 1.06% Add +10.1% 10,147 $2.6M
Cedar Mountain Advisors, LLC 0.50% Add +8.5% 10,123 $2.6M
BTG Pactual Asset Management US LLC 0.25% Add +53.5% 10,118 $2.6M
Clarity Capital Advisors, LLC 1.20% No change 10,116 $2.6M
Two Sigma Securities, LLC 0.30% Add +1.2% 10,114 $2.6M
Canandaigua National Trust Co of Florida 2.05% Reduce -19.3% 10,060 $2.6M
A. D. Beadell Investment Counsel, Inc. 1.63% Reduce -3.6% 10,062 $2.6M
Daytona Street Capital LLC 1.96% Reduce -0.2% 9,995 $2.5M
Walser Wealth Management Company, A Ltd Liability Co 1.14% Add +49.4% 10,026 $2.5M
HFG Wealth Management, LLC 1.40% Add +0.1% 10,016 $2.5M
Whitaker-Myers Wealth Managers, LTD. 0.51% Reduce -8.4% 10,008 $2.5M
MFG Wealth Management, Inc. 2.10% Reduce -34.9% 10,002 $2.5M
SCP Investment, LP 2.81% No change 10,000 $2.5M
Disciplined Investments, LLC 0.91% Add +0.9% 9,988 $2.5M
Ipsen Advisor Group LLC 1.77% Add +0.0% 9,969 $2.5M
Tandem Investment Partners LLC 2.13% Reduce -0.4% 9,921 $2.5M
PYA Waltman Capital, LLC 0.70% Add +4.4% 9,920 $2.5M
B&D White Capital Company, LLC 0.31% Add +36.3% 9,913 $2.5M
First Hawaiian Bank 0.35% No change 9,909 $2.5M
Paradigm Capital Management, LLC 2.33% Reduce -1.5% 9,907 $2.5M
Rik Saylor Financial, Inc. 1.91% Reduce -0.2% 9,893 $2.5M
Maimon Wealth Management LTD. 2.20% Add +9.9% 10,177 $2.5M
Davidson Capital Management Inc. 0.45% Reduce -36.2% 9,888 $2.5M
BDFS Capital LLC 1.20% Reduce -9.7% 9,857 $2.5M
Tailwinds Wealth, LLC 6.13% Add +6.0% 9,845 $2.5M
Lake Hills Wealth Management, LLC 1.40% Reduce -2.6% 9,840 $2.5M
Scharf Investments, LLC 0.08% Reduce -19.6% 9,838 $2.5M
Tealwood Asset Management Inc. 1.14% No change 9,833 $2.5M
Oakwell Private Wealth Management, LLC 0.45% Reduce -0.6% 9,826 $2.5M
Presper Financial Architects, LLC 1.48% Add +0.6% 9,822 $2.5M
Aspen Wealth Strategies, LLC 1.34% Add +0.2% 9,817 $2.5M
Inman Jager Wealth Management, LLC 1.45% Add +2.4% 9,805 $2.5M
MLP3, LLC 2.76% Add +3.0% 9,802 $2.5M
Shakespeare Wealth Management, LLC 0.59% Reduce -4.3% 9,799 $2.5M
Pring Turner Capital Group Inc. 1.50% No change 9,141 $2.5M
Financial Network Wealth Advisors LLC 2.54% Reduce -0.8% 9,782 $2.5M
Forte Asset Management LLC 1.09% No change 9,778 $2.5M
Vista Investment Management 0.83% Reduce -0.9% 9,774 $2.5M
Peak Wealth Management LLC 2.03% Add +0.1% 9,772 $2.5M
HT Partners LLC 0.75% Reduce -1.5% 9,769 $2.5M
Lecap Asset Management Ltd. 0.93% Add +578.2% 9,766 $2.5M
Barnes Pettey Financial Advisors, LLC 1.08% Reduce -0.5% 9,764 $2.5M
Wilkins Miller Wealth Management, LLC 1.50% Add +0.3% 9,761 $2.5M
Briaud Financial Planning Inc 0.65% Reduce -4.7% 9,761 $2.5M
Insight Wealth Partners, LLC 1.00% Add +0.1% 9,761 $2.5M
Altar Rock LLC 2.91% Reduce -4.7% 9,761 $2.5M
Wealthgarden F.S. LLC 1.69% Add +1.3% 9,754 $2.5M
Access Financial Services, Inc. 0.88% Reduce -0.1% 9,753 $2.5M
Walsky Investment Management, Inc. 2.52% Reduce -1.6% 9,730 $2.5M
Old West Investment Management, LLC 0.27% Reduce -24.5% 9,685 $2.5M
Tenzing Financial LLC 1.84% Reduce -0.7% 9,463 $2.5M
Vested Financial Planning, LLC 1.87% No change 9,652 $2.4M
Prasad Wealth Partners, LLC 0.67% Reduce -9.8% 9,643 $2.4M
Spectrum Investment Advisors, Inc. 1.22% Add +10.7% 9,637 $2.4M
PACK Private Wealth, LLC 1.12% No change 9,629 $2.4M
Boyce & Associates Wealth Consulting, Inc. 1.85% Reduce -1.2% 9,629 $2.4M
Warburton Capital Management, LLC 1.19% Add +9.5% 9,382 $2.4M
BCM Advisors, LLC 0.48% Add +0.7% 8,819 $2.4M
Stone Wealth Partners 2.19% Add +10.5% 9,619 $2.4M
Next Level Wealth Planning, LLC 1.25% Add +3.4% 9,615 $2.4M
Retirement Solution LLC 0.57% Reduce -69.3% 9,574 $2.4M
Box Hill Private Wealth LLC 2.40% Reduce -0.4% 9,562 $2.4M
Panoramic Investment Advisors, LLC 1.31% Add +8.6% 9,560 $2.4M
Elevate Capital Advisors, LLC 1.57% Reduce -39.3% 9,546 $2.4M
Littlejohn Financial Services, Inc. 1.82% Reduce -0.9% 9,540 $2.4M
Stegent Equity Advisors, Inc. 2.06% Add +14.5% 9,522 $2.4M
Prospect Financial Group LLC 2.23% Add +0.9% 9,498 $2.4M
Johnson Wealth Management, LLC 1.16% Add +6.4% 9,498 $2.4M
CenterStar Asset Management, LLC 2.32% New 9,497 $2.4M
MPWM Advisory Solutions, LLC 1.28% Add +0.6% 9,484 $2.4M
Adirondack Capital Advisors, LLC 1.55% Add +0.8% 9,482 $2.4M
Clayton Financial Group LLC 1.24% Reduce -1.0% 9,480 $2.4M
Clark & Stuart, Inc 1.62% Reduce -0.3% 9,473 $2.4M
CDKV Holdings LLC 2.11% Reduce -15.1% 9,469 $2.4M
Robinson Smith Wealth Advisors LLC 1.63% Reduce -13.9% 9,466 $2.4M
Ares Financial Consulting, LLC 1.89% Add +42.8% 9,394 $2.4M
Nolet Wealth Management, LLC 1.36% Add +0.6% 9,442 $2.4M
1620 Investment Advisors, Inc. 1.62% Add +0.2% 9,415 $2.4M
Elite Life Management LLC 2.99% Add +0.4% 8,139 $2.4M
Meadowbrook Wealth Management, LLC 3.16% Add +103.9% 9,399 $2.4M
Santori & Peters, Inc. 0.74% Reduce -0.6% 9,387 $2.4M
Sfm, LLC 1.44% Reduce -1.4% 9,372 $2.4M
Provident Wealth Management, LLC 0.72% Reduce -0.3% 9,368 $2.4M
Welch Financial Planning, LLC 1.71% Add +4.4% 9,364 $2.4M
Legacy Bridge, LLC 0.91% Add +1.1% 9,354 $2.4M
Sterling Investment Management, LLC 1.42% Reduce -1.4% 9,353 $2.4M
Adams Wealth Management 0.52% Reduce -1.8% 9,353 $2.4M
Renasant Bank 1.68% Reduce -3.8% 9,336 $2.4M
Ithaka Group LLC 0.49% No change 9,326 $2.4M
Index Technologies Group LLC 2.57% Add +4.6% 9,300 $2.4M
Wheelhouse Advisory Group LLC 0.78% Add +9.3% 9,286 $2.4M
Floyd Financial Group LLC 1.57% Add +3.4% 8,836 $2.4M
Objective Capital Management, LLC 2.38% Add +0.5% 9,270 $2.4M
LightSquare Wealth Management, LLC 1.76% — 9,270 $2.4M
Miller Investment Management, LP 0.23% Reduce -0.8% 9,245 $2.3M
Gambit Capital Management, LLC 1.68% Reduce -3.7% 9,242 $2.3M
True Wealth Design, LLC 0.65% Add +7.7% 9,239 $2.3M
Future Financial Wealth Managment LLC 1.51% Reduce -1.6% 8,799 $2.3M
Thompson David Blair 1.34% Reduce -16.5% 9,234 $2.3M
Astra Wealth Partners LLC 1.47% Reduce -1.1% 9,212 $2.3M
Everstar Asset Management, LLC 1.24% Add +3.1% 9,203 $2.3M
Smith & Howard Wealth Management, LLC 0.50% Reduce -4.5% 9,149 $2.3M
Clear Retirement Advice LLC 1.82% Add +190.7% 9,147 $2.3M
FinArc Investments, Inc. 2.23% — 9,139 $2.3M
Sage Investment Advisers LLC 1.72% No change 9,067 $2.3M
Entrust Financial LLC 1.62% Reduce -4.1% 9,126 $2.3M
Vigil Wealth Management, LLC 1.87% Add +0.4% 9,109 $2.3M
Financial Sense Advisors, Inc. 0.54% Reduce -0.1% 9,106 $2.3M
5T Wealth, LLC 0.91% Add +2.6% 9,103 $2.3M
Premier Private Wealth Management LLC 2.44% Reduce -0.1% 9,097 $2.3M
Element Squared LLC 1.30% Reduce -31.2% 9,085 $2.3M
Sherman Wealth Management LLC 1.98% Reduce -3.6% 9,071 $2.3M
TSA Wealth Managment LLC 0.74% Add +14.1% 9,069 $2.3M
Dogwood Wealth Management LLC 1.00% Reduce -11.3% 9,067 $2.3M
Quantum Financial Planning Services, Inc. 0.83% Reduce -2.5% 9,066 $2.3M
Stanich Group LLC 1.75% Add +4.2% 9,040 $2.3M
Walsh & Associates, LLC 2.27% Reduce -0.4% 9,034 $2.3M
Bauman Advisory Group, LLC 1.61% Reduce -3.9% 9,026 $2.3M
Financial Harvest, LLC 1.35% Reduce -9.3% 9,024 $2.3M
Lauterbach Financial Advisors, LLC 1.12% Reduce -6.6% 9,018 $2.3M
Wealthcare Capital Management LLC 0.23% Reduce -18.9% 9,017 $2.3M
ACT Advisors, LLC. 0.97% Add +2.9% 9,004 $2.3M
Grand Central Investment Group 1.69% Reduce -1.0% 9,003 $2.3M
Eagle Wealth Strategies LLC 1.00% Reduce -0.3% 8,991 $2.3M
Corsair Capital Management, L.P. 0.34% No change 8,986 $2.3M
Ballew Advisors, Inc 1.28% Add +1.1% 8,748 $2.3M
Havemeyer Place LP 0.26% Add +137.3% 8,976 $2.3M
David Kennon Inc 0.82% Add +0.2% 8,974 $2.3M
Breachway Investments LLC 2.19% Add +0.3% 8,909 $2.3M
Harbor Group, Inc. 0.33% Reduce -4.3% 8,967 $2.3M
Ami Investment Management Inc. 0.51% Reduce -11.3% 8,961 $2.3M
Independent Family Office, LLC 0.94% Add +17.4% 8,957 $2.3M
Murphy & Mullick Capital Management Corp 1.68% Add +1.3% 8,952 $2.3M
Virtus Advisers, LLC 1.07% Add +3.6% 8,918 $2.3M
Granite FO LLC 1.34% No change 8,911 $2.3M
Cornerstone Wealth, LLC 1.27% — 8,351 $2.3M
Torrey Growth & Income Advisors 0.95% Add +2.8% 9,069 $2.3M
First International Bank of Israel Ltd. 0.66% Add +11.8% 8,900 $2.3M
Tandem Financial, LLC 0.76% Add +3.4% 8,899 $2.3M
Penney Financial, LLC 0.87% Add +0.0% 8,889 $2.3M
Pachira Investments Inc. 1.05% Add +23.7% 8,880 $2.3M
Tilson Financial Group, Inc. 0.68% Add +16.6% 8,866 $2.3M
Phocas Financial Corp. 0.35% Reduce -1.7% 8,854 $2.2M
SFG Wealth Management, LLC. 0.92% Reduce -20.1% 8,849 $2.2M
Bonfire Financial 1.69% Add +0.7% 8,844 $2.2M
Freedom Investment Management, Inc. 0.67% Add +0.7% 8,832 $2.2M
Asset Allocation Strategies LLC 0.40% Add +13.9% 8,827 $2.2M
AmeriServ Wealth Advisors 1.43% Reduce -1.5% 8,819 $2.2M
FDx Advisors, Inc. 0.71% Reduce -4.5% 8,819 $2.2M
Cornerstone Advisors Asset Management, LLC 0.35% Reduce -3.9% 8,815 $2.2M
Arbor Capital Management Inc. 1.82% Reduce -10.5% 8,726 $2.2M
Element Wealth, LLC 0.92% Reduce -3.7% 8,795 $2.2M
Pingora Partners LLC 1.32% No change 8,794 $2.2M
IMC-Chicago, LLC 0.03% New 8,780 $2.2M
Nicholson Meyer Capital Management, Inc. 1.70% Reduce -2.9% 8,760 $2.2M
Armbruster Capital Management, Inc. 0.36% Add +2.7% 8,740 $2.2M
Cobblestone Asset Management LLC 1.00% Add +3.1% 8,733 $2.2M
Koesten, Hirschmann & Crabtree, INC. 1.08% Reduce -4.2% 8,733 $2.2M
Lynch Investment Planning, LLC 1.99% Add +9.0% 8,725 $2.2M
Family Office Research LLC 0.96% Reduce -0.1% 8,724 $2.2M
Capstone Wealth Management, LLC 1.54% Reduce -0.1% 8,719 $2.2M
Forthright Family Wealth Advisory LLC 1.48% Add +43.5% 12,896 $2.2M
Tran Capital Management, L.P. 0.30% Reduce -2.2% 8,701 $2.2M
Reyes Financial Architecture, Inc. 1.80% Reduce -13.3% 8,690 $2.2M
Brightwater Advisory LLC 1.46% Reduce -3.2% 8,678 $2.2M
Code Waechter LLC 1.31% Add +4.1% 8,667 $2.2M
Clearview Wealth Management LLC 1.55% — 8,657 $2.2M
Oliver Luxxe Assets LLC 0.33% Reduce -0.7% 8,647 $2.2M
Cunning Capital Partners, LP 1.12% No change 8,640 $2.2M
Morris Financial Concepts, Inc. 0.74% Add +9.8% 8,641 $2.2M
NerdWallet Wealth Partners, LLC 0.96% Reduce -9.5% 8,637 $2.2M
GR Financial Group, LLC 0.73% Reduce -37.3% 8,625 $2.2M
Aegis Wealth Management LLC 1.25% Reduce -24.8% 8,609 $2.2M
LifeGuide Financial Advisors, LLC 0.70% Reduce -5.5% 8,600 $2.2M
JBGlobal.com LLC 2.15% No change 8,595 $2.2M
Hudson Portfolio Management LLC 1.84% No change 8,593 $2.2M
Pacific Excel Wealth Advisors, Inc. 2.29% Add +6.8% 8,591 $2.2M
Morton Brown Family Wealth, LLC 0.58% Reduce -2.5% 8,584 $2.2M
Providence First Trust Co 0.77% Add +0.9% 8,581 $2.2M
Tripletail Wealth Management, LLC 2.96% Reduce -1.1% 8,478 $2.2M
Colter Lewis Investment Partners LLC 2.04% Add +3.0% 8,542 $2.2M
Myecfo, LLC 0.91% Add +3.7% 8,497 $2.2M
Alpha Capital Advisors Inc. 2.06% Reduce -1.2% 8,541 $2.2M
Opus Financial Solutions LLC 2.04% Reduce -2.2% 8,540 $2.2M
Tillman Hartley LLC 0.54% Add +0.0% 8,539 $2.2M
Pursuit Wealth Strategies, LLC 3.01% Add +1.7% 8,532 $2.2M
Campbell Deegan Wealth Management, LLC 1.74% Reduce -1.3% 8,517 $2.2M
Level Financial Advisors 0.55% Add +7.1% 8,498 $2.2M
Kooman & Associates 0.64% Reduce -0.5% 8,494 $2.2M
VAUGHAN & Co SECURITIES, INC. 1.13% Add +9.8% 8,493 $2.2M
Arkansas Financial Group, Inc. 0.30% No change 8,322 $2.2M
J. R. Prunier Capital Management LLC 0.92% Reduce -0.4% 8,487 $2.2M
Tru Independence Asset Management 2, LLC 1.32% Add +2.9% 8,479 $2.2M
Cadia Private Client LLC 1.75% Add +0.1% 8,474 $2.2M
FC Advisory LLC 0.63% Reduce -12.1% 8,460 $2.1M
Millington Financial Advisors, LLC 0.90% Reduce -10.4% 8,023 $2.1M
Brasada Capital Management, LP 0.39% Add +1.5% 8,289 $2.1M
Galilei Investment Office LLP 1.11% No change 8,449 $2.1M
Pacific Asset Management, LLC 1.20% Reduce -0.5% 8,446 $2.1M
Family Investment Center, Inc. 0.41% Reduce -5.8% 8,442 $2.1M
Range Financial Group LLC 0.72% Add +2.5% 8,425 $2.1M
Hughes Financial Services, LLC 0.33% Add +1.8% 8,406 $2.1M
Equita Financial Network, Inc. 0.67% Add +132.0% 8,390 $2.1M
Wisconsin Wealth Advisors, LLC 2.09% Add +0.6% 8,360 $2.1M
Genesis Wealth Advisors, LLC 1.42% No change 8,358 $2.1M
Three Bridge Wealth Advisors, LLC 0.58% Reduce -56.4% 8,350 $2.1M
Hurley Capital, LLC 1.14% Add +0.9% 8,346 $2.1M
Wingate Wealth Advisors, Inc. 1.13% Reduce -3.1% 8,336 $2.1M
FinDec Wealth Services, Inc. 2.59% Add +5.0% 8,335 $2.1M
Hilltop Wealth Advisors, LLC 1.27% Reduce -58.6% 8,331 $2.1M
America First Investment Advisors, LLC 0.39% No change 8,303 $2.1M
Boston Partners 0.00% Add +4.0% 8,292 $2.1M
Broadway Wealth Solutions, Inc. 1.09% Reduce -2.5% 8,279 $2.1M
Auour Investments LLC 0.66% No change 8,268 $2.1M
Sharp Wealth Advisory, LLC 1.04% Add +34.3% 8,264 $2.1M
Entelevest, LLC 2.16% Add +10.2% 8,263 $2.1M
Anfield Capital Management, LLC 0.58% Add +87.3% 8,249 $2.1M
WPG Advisers, LLC 1.54% Reduce -3.8% 8,244 $2.1M
Graney & King, LLC 1.13% Reduce -0.2% 8,237 $2.1M
Squire Investment Management Company, LLC 0.58% Reduce -0.7% 8,225 $2.1M
Blue Capital, Inc. 1.36% Add +9.5% 8,217 $2.1M
Riverwater Partners LLC 0.69% Add +10.3% 8,215 $2.1M
Redwood Financial Network Corp 1.36% Reduce -1.7% 8,202 $2.1M
PlanVest Financial, Inc 1.58% — 8,199 $2.1M
Wealth Management Nebraska 0.21% Reduce -1.6% 8,185 $2.1M
Capital Investment Management, Inc. 0.71% Add +6.8% 8,183 $2.1M
Unique Wealth Strategies, LLC 0.85% Add +9.3% 8,182 $2.1M
Courage Miller Partners, LLC 0.59% Add +3.2% 8,177 $2.1M
New England Capital Financial Advisors LLC 0.57% Reduce -0.5% 8,166 $2.1M
Targeted Financial Services LLC 1.70% No change 8,154 $2.1M
Waterford Advisors, LLC 0.66% Reduce -1.1% 8,385 $2.1M
Abound Financial, LLC 0.90% Reduce -0.3% 8,143 $2.1M
Flaharty Asset Management, LLC 0.26% Reduce -5.3% 8,136 $2.1M
DUTCH ASSET Corp 1.39% Add +12.1% 8,128 $2.1M
KDK Private Wealth Management, LLC 1.89% Reduce -20.4% 8,124 $2.1M
Bruce G. Allen Investments, LLC 1.35% Reduce -1.5% 8,124 $2.1M
Mustard Seed Financial, LLC 1.24% Add +0.3% 8,123 $2.1M
PFS Partners, LLC 0.94% Reduce -0.1% 8,115 $2.1M
Flywheel Private Wealth LLC 1.17% Add +4.5% 8,101 $2.1M
Evansbrook LLC 1.37% Add +0.4% 8,095 $2.1M
Polymer Capital Management (HK) LTD 0.29% Add +127.5% 8,088 $2.1M
Delphi Management Inc. 2.45% Reduce -0.5% 8,082 $2.1M
Key Capital Management, INC 1.35% Add +12.7% 8,076 $2.0M
Eubel Brady & Suttman Asset Management Inc. 0.26% No change 8,068 $2.0M
Joule Financial, LLC 0.60% Add +54.2% 8,068 $2.0M
Leicht Financial Planning & Wealth Management, Inc. 0.93% No change 8,063 $2.0M
Stone House Investment Management, LLC 0.37% Add +13.1% 8,050 $2.0M
Integrated Wealth Management 2.34% Add +6.0% 8,044 $2.0M
Stewardship Advisors, LLC 0.47% Reduce -16.0% 8,031 $2.0M
C M Bidwell & Associates Ltd. 0.95% Reduce -0.3% 8,006 $2.0M
Woodbridge Co Ltd 0.01% No change 8,000 $2.0M
Aristotle Capital Management, LLC 0.00% No change 8,000 $2.0M
Howard Bailey Securities, LLC 0.83% Reduce -4.1% 7,994 $2.0M
OneAscent Wealth Management LLC 0.67% Reduce -3.0% 7,990 $2.0M
Kirkwood Financial Services 0.72% Reduce -0.7% 7,982 $2.0M
Marquette Asset Management, LLC 0.30% Reduce -0.1% 7,964 $2.0M
Genesis Private Wealth, LLC 0.64% Add +26.4% 7,960 $2.0M
Robinswood Financial LLC 0.64% Add +0.1% 7,958 $2.0M
Shelter Rock Management, LLC 2.14% Add +4.0% 7,955 $2.0M
First Growth Capital LLC 1.83% Reduce -0.3% 7,887 $2.0M
Lakeside Advisors, INC. 1.35% Reduce -1.2% 7,944 $2.0M
Lane Brothers & Co. Inc. 1.47% Add +2.6% 7,943 $2.0M
Navera Investment Management Ltd. 0.05% Reduce -16.3% 7,944 $2.0M
Fortress Financial Group, LLC 1.49% Reduce -12.4% 7,931 $2.0M
United Financial Planning Group LLC 1.19% Add +1.3% 7,915 $2.0M
Strid Group, LLC 0.25% Reduce -13.5% 7,910 $2.0M
FMA Wealth Management, LLC 1.33% No change 7,886 $2.0M
Prelude Capital Management, LLC 0.15% Add +41.2% 7,885 $2.0M
Passive Capital Management, LLC. 0.59% Add +4.0% 7,850 $2.0M
HighMark Wealth Management LLC 0.81% Reduce -1.1% 7,840 $2.0M
Orgel Wealth Management, LLC 0.04% Reduce -1.0% 7,815 $2.0M
Valley Financial Group, Inc. 1.07% Reduce -12.2% 7,812 $2.0M
Motley Fool Wealth Management, LLC 0.22% Reduce -17.7% 7,808 $2.0M
Advocate Investing Services LLC 1.68% No change 7,808 $2.0M
Lee Johnson Capital Management, LLC 0.71% Add +2.3% 7,804 $2.0M
RTD Financial Advisors, Inc. 0.24% Add +5.4% 7,804 $2.0M
Wilkerson Advisory Group LLC 0.68% Reduce -11.0% 7,803 $2.0M
Financial Concepts Unlimited, Inc. 1.77% — 7,797 $2.0M
Financial Advisory Corp 0.27% No change 7,793 $2.0M
Western Reserve Capital Management, LLC 1.62% No change 7,774 $2.0M
Wbi Investments, LLC 0.54% Add +2.1% 7,769 $2.0M
Millington Securities, LLC 0.54% — 7,769 $2.0M
Resolute Advisors LLC 0.81% Add +339.4% 7,751 $2.0M
Aufman Associates Inc 0.96% Reduce -0.3% 7,749 $2.0M
Alpha Financial Partners LLC 1.16% Add +5.4% 7,747 $2.0M
Michael Brady & Co., LLC 1.97% Reduce -1.1% 7,744 $2.0M
Bravias Capital Group, LLC 1.28% Reduce -22.0% 7,738 $2.0M
Tolleson Wealth Management, Inc. 0.29% Reduce -0.3% 7,694 $2.0M
Valtrion Capital Management, LLC 1.84% Reduce -5.7% 7,690 $2.0M
Lowery Thomas, LLC 1.12% Add +0.0% 7,689 $2.0M
Insight 2811, Inc. 0.85% Add +0.2% 7,685 $2.0M
CMT Capital Markets Trading GmbH 0.90% Reduce -13.7% 7,666 $1.9M
Rosenblum Silverman Sutton S F Inc. 0.51% Reduce -13.4% 7,665 $1.9M
CMC Financial Group 3.94% Add +102.3% 7,663 $1.9M
Old Peak Finance LLC 1.14% Add +5.3% 7,659 $1.9M
Wallace Advisory Group, LLC 2.08% Reduce -6.5% 7,656 $1.9M
Holland Advisory Services, Inc. 2.60% Add +0.0% 7,652 $1.9M
Bosman Wealth Management, LLC 1.71% Reduce -1.1% 7,649 $1.9M
Stephenson & Company, Inc. 1.05% Reduce -0.3% 7,645 $1.9M
Gsa Capital Partners LLP 0.12% Reduce -20.3% 7,646 $1.9M
Guidance Point Advisors, LLC 0.47% Reduce -1.9% 7,639 $1.9M
Richard Young Associates, Ltd. 1.47% Add +1.8% 7,641 $1.9M
RiverGlades Family Offices LLC 1.14% — 7,635 $1.9M
Horrell Capital Management, Inc. 0.88% Add +0.9% 7,625 $1.9M
White Wing Wealth Management 1.16% Reduce -5.8% 7,594 $1.9M
Entrewealth, LLC 0.86% Add +3.3% 7,572 $1.9M
Gaddis Premier Wealth Advisors LLC 1.42% No change 7,564 $1.9M
Keeler Thomas Management LLC 0.81% Reduce -18.6% 7,539 $1.9M
Highland Financial Advisors, LLC 0.51% Add +7.2% 7,538 $1.9M
Portland Investment Counsel Inc. 0.61% Add +22.8% 7,535 $1.9M
Trevian Wealth Management LLC 0.94% Reduce -0.3% 7,533 $1.9M
Markin Asset Management, LP 2.09% Add +1.5% 7,505 $1.9M
Oakland Financial Corp. 30.03% No change 7,500 $1.9M
Encore Global Management, LP 1.33% — 7,500 $1.9M
Adalta Capital Management LLC 0.91% Reduce -2.6% 7,500 $1.9M
Hoge Financial Services, LLC 1.02% Add +4.9% 7,539 $1.9M
Burr Financial Services, LLC 1.51% Reduce -1.6% 7,492 $1.9M
Avail Investment Partners, LLC 2.03% — 7,490 $1.9M
Cynosure Group, LLC 0.24% Reduce -10.8% 7,480 $1.9M
Worthington Financial Partners, LLC 1.63% Add +16.7% 7,454 $1.9M
Wealth Group Ltd 0.43% Add +0.5% 7,447 $1.9M
Pinnacle Wealth Management, LLC 1.27% Reduce -26.0% 7,447 $1.9M
Lifelong Wealth Advisors, Inc. 0.50% Add +6.8% 7,440 $1.9M
Veridan Wealth LLC 0.71% Add +11.8% 7,435 $1.9M
Grange Capital, LLC 1.88% Add +0.1% 7,432 $1.9M
Optivise Advisory Services LLC 1.14% Add +5.6% 7,431 $1.9M
Williams Financial, LLC 1.10% Reduce -5.9% 7,429 $1.9M
Goodman Financial Corp 0.32% No change 7,424 $1.9M
Probity Advisors, Inc. 0.30% Reduce -0.3% 7,423 $1.9M
Matrix Private Capital Group LLC 0.91% Add +2.2% 7,408 $1.9M
City Center Advisors, LLC 1.73% Add +82.5% 7,390 $1.9M
Mason & Associates, LLC 0.43% No change 7,386 $1.9M
TopTier Wealth Management, LLC 1.15% Add +0.1% 7,359 $1.9M
Good Steward Wealth Advisors,LLC 1.20% Reduce -0.1% 7,358 $1.9M
Financial Planning Navigators CORP 0.82% Add +31.9% 7,352 $1.9M
Wealth Advisors Northwest LLC 0.78% Reduce -0.7% 7,341 $1.9M
Echo Wealth Management, LLC 1.07% Reduce -31.8% 7,330 $1.9M
Expressive Wealth LLC 1.77% Add +12.3% 6,469 $1.9M
PICTET BANK & TRUST Ltd 2.44% Reduce -7.2% 7,326 $1.9M
Plum Street Advisors, LLC 0.64% Reduce -7.1% 7,304 $1.9M
Arcadia Wealth Management, Inc. 1.00% Add +100.1% 7,303 $1.9M
Fidelity D & D Bancorp Inc. 0.74% Reduce -1.5% 7,302 $1.9M
Maseco LLP 0.06% New 7,304 $1.9M
Phillips Wealth Planners LLC 1.40% Add +6.7% 6,331 $1.9M
Worth Financial Advisory Group, LLC 0.81% Reduce -97.8% 584 $1.9M
Rwwm, Inc. 0.13% Reduce -12.9% 7,282 $1.8M
Financial Guidance Group, Inc. 0.74% Reduce -0.3% 7,279 $1.8M
Base Wealth Management LLC 1.03% Reduce -19.3% 7,274 $1.8M
E6 Portfolios, LLC 1.92% Add +3.4% 7,259 $1.8M
Strategic Point Investment Advisors, LLC 0.27% Reduce -8.3% 7,257 $1.8M
Eagle Bluffs Wealth Management LLC 0.72% Reduce -0.6% 7,248 $1.8M
Sincerus Advisory, LLC 1.39% Add +34.0% 7,235 $1.8M
Ergawealth Advisors, Inc. 0.81% Add +0.9% 7,219 $1.8M
Avid Wealth Partners LLC 0.87% Add +15.9% 7,215 $1.8M
American National Bank of Texas 1.74% Add +0.8% 7,214 $1.8M
Hibernia Wealth Partners, LLC 0.54% Add +9.8% 7,206 $1.8M
Fiscal Wisdom Wealth Management, LLC 1.75% Reduce -0.7% 7,187 $1.8M
Wagner Wealth Management, Corp 1.64% Add +0.0% 7,181 $1.8M
Hopwood Financial Services, Inc. 1.23% Reduce -1.7% 7,165 $1.8M
Kelsey Financial, LLC 1.59% Reduce -3.9% 7,164 $1.8M
Marshall & Sterling Wealth Advisors Inc. 1.19% Reduce -5.8% 7,147 $1.8M
Mokosak Advisory Group, LLC 0.45% Add +3.4% 7,118 $1.8M
Ebert Capital Management Inc. 1.85% Reduce -0.1% 7,138 $1.8M
Truefg, LLC 0.48% No change 7,134 $1.8M
FWG Investments, LLC. 1.15% Add +9.3% 7,124 $1.8M
Stonebridge Wealth Management, LLC 1.74% No change 7,118 $1.8M
Unified Investment Management 1.86% Reduce -0.4% 7,106 $1.8M
Kanen Wealth Management LLC 0.65% New 7,100 $1.8M
Swmg, LLC 0.51% Reduce -6.8% 7,092 $1.8M
Shelton Wealth Management, LLC 0.79% Reduce -4.3% 7,086 $1.8M
Coign Capital Advisors LLC 0.94% Add +0.0% 7,078 $1.8M
Summitas Investment Management LLC 1.41% Reduce -12.0% 7,066 $1.8M
Beacon Financial Planning, Inc. 0.69% Add +28.6% 7,043 $1.8M
Essential Partners LLC 0.60% Add +2.0% 7,034 $1.8M
Tribridge Partners Financial LLC 0.74% Add +5.6% 6,962 $1.8M
Goldstream Capital Management Ltd 2.65% Reduce -92.1% 7,020 $1.8M
Horizon Family Wealth, Inc. 0.94% Reduce -8.2% 7,019 $1.8M
Stonekeep Investments, LLC 1.15% Add +15.5% 7,012 $1.8M
Jordan Park Group LLC 0.09% No change 7,000 $1.8M
Carroll Advisory Group, LLC 0.69% Add +36.3% 6,997 $1.8M
Boyum Wealth Architects LLC 0.74% Reduce -1.0% 6,331 $1.8M
Cornerstone Financial Management LLC 1.63% Reduce -6.6% 6,987 $1.8M
Juno Financial Group LLC 0.69% Add +0.0% 6,981 $1.8M
Beckerman Institutional, LLC 0.94% No change 6,972 $1.8M
Turim 21 Investimentos Ltda. 0.44% Reduce -1.9% 6,967 $1.8M
Lawood & Co. 1.64% Reduce -4.1% 6,965 $1.8M
Kilter Group LLC 0.76% Reduce -5.9% 6,964 $1.8M
Independence Wealth Advisors, LLC 0.94% No change 6,945 $1.8M
Meridian Financial Advisors, LLC 0.96% Reduce -0.9% 6,941 $1.8M
Ark Wealth Advisors LLC 1.74% Add +5.1% 6,938 $1.8M
Retirement Investment Advisors, Inc. 0.14% No change 6,466 $1.8M
Stirlingshire Investments, Inc. 1.54% Add +5.5% 6,920 $1.8M
Ridgepath Capital Management LLC 0.87% Add +40.6% 6,919 $1.8M
Earnest Partners LLC 0.01% No change 6,918 $1.8M
GGM Financial LLC 0.81% Reduce -6.2% 6,917 $1.8M
PCB Capital LLC 2.77% Reduce -10.0% 6,916 $1.8M
Aigen Investment Management, LP 0.45% Reduce -24.1% 6,914 $1.8M
Essential Planning, LLC. 0.56% No change 6,910 $1.8M
Meredith Wealth Planning 0.47% Reduce -27.3% 6,898 $1.8M
VestGen Investment Management 0.96% Add +9.9% 6,886 $1.7M
Alternative Investment Advisors, LLC. 0.77% Add +2.2% 6,872 $1.7M
Autumn Glory Partners, LLC 0.64% Reduce -43.6% 6,873 $1.7M
Lionsbridge Wealth Management LLC 1.75% Reduce -2.5% 6,868 $1.7M
Gentry Private Wealth, LLC 1.05% Add +2.5% 6,865 $1.7M
Eliot Finkel Investment Counsel, LLC 0.95% No change 6,860 $1.7M
Evergreen Wealth Partners LLC 1.33% Reduce -3.4% 6,848 $1.7M
Gibson Wealth Advisors LLC 1.16% Add +0.0% 6,834 $1.7M
Reston Wealth Management LLC 0.53% Reduce -6.7% 6,832 $1.7M
Financial Futures Ltd Liability Co. 0.76% Add +89.0% 6,827 $1.7M
Capital Investment Services of America, Inc. 0.18% Reduce -5.2% 6,819 $1.7M
1015 Capital Partners, LLC 1.68% Reduce -0.1% 6,817 $1.7M
Wellington-Altus USA Inc. 1.02% Reduce -51.9% 5,959 $1.7M
M Wealth Management, LLC 1.45% Add +8.0% 6,791 $1.7M
Prospera Capital Management, LLC 0.86% Add +1.8% 6,776 $1.7M
Legacy Financial Independent Advisors LLC 0.89% — 6,773 $1.7M
BG Investment Services, LLC 1.43% Reduce -15.2% 6,770 $1.7M
IFS Group,LLC 1.53% — 6,769 $1.7M
SRH Advisors, LLC 0.49% No change 6,766 $1.7M
Meriwether Wealth & Planning, LLC 0.94% Add +2.0% 6,762 $1.7M
Kure Advisory, LLC 0.93% Add +3.8% 6,761 $1.7M
Vermillion & White Wealth Management Group, LLC 0.99% Add +3.0% 6,757 $1.7M
Taproot Management LP 0.32% New 6,749 $1.7M
Advisory Advocates, LLC 1.75% Reduce -1.7% 6,745 $1.7M
Slocum, Gordon & Co LLP 1.16% Reduce -3.2% 6,728 $1.7M
Trailhead Planners LLC 1.63% Reduce -3.5% 6,710 $1.7M
Pioneer Wealth Management Group 0.48% Reduce -21.9% 6,708 $1.7M
Prota Financial, LLC 1.23% Add +1.3% 6,706 $1.7M
Investment Counsel Co. of Nevada 3.82% No change 6,692 $1.7M
Prentiss Smith & Co. Inc. 0.98% No change 6,669 $1.7M
Cedar Point Capital Partners, LLC 1.10% Reduce -0.4% 6,659 $1.7M
Battery Global Advisors, LLC 0.91% Reduce -8.2% 6,653 $1.7M
Alpha Zero LLC 0.85% Add +9.2% 6,634 $1.7M
marrick wealth, LLC 1.41% Reduce -0.7% 6,622 $1.7M
Silver Oak Wealth Advisors Services, LLC 1.09% Reduce -0.4% 6,621 $1.7M
Cooper Capital Advisors LLC 1.17% Reduce -0.2% 6,600 $1.7M
Ti-Trust, Inc. 0.99% No change 6,580 $1.7M
Rebalance, LLC 0.10% Reduce -37.3% 6,574 $1.7M
Gross & Hartman Investments LLC 0.87% Add +1.0% 6,572 $1.7M
One Wealth Capital Management, LLC 0.73% Reduce -1.3% 6,156 $1.7M
Hegarty Advisors, LLC 1.31% New 6,553 $1.7M
Mission Hills Financial Advisory, LLC 0.85% Add +13.9% 6,539 $1.7M
POM Investment Strategies, LLC 2.06% Reduce -2.6% 6,523 $1.7M
Corundum Trust Company, INC 3.77% Add +5.2% 6,512 $1.7M
Schwartz Investment Counsel Inc. 0.06% Reduce -7.1% 6,500 $1.6M
Fortis Advisors, LLC 0.82% Reduce -1.3% 6,474 $1.6M
Voya Financial Advisors, Inc. 0.16% Reduce -5.1% 6,602 $1.6M
Stillwater Private Wealth, LLC 1.39% — 6,470 $1.6M
Western Financial Corp 0.64% Add +59.7% 6,467 $1.6M
Catalyst Investment Management LLC 1.82% Reduce -13.3% 6,071 $1.6M
Merited Wealth, LLC 1.36% Add +3.5% 6,462 $1.6M
Hyperion Capital Advisors LP 0.79% Add +3.4% 6,458 $1.6M
First Fiduciary Investment Counsel, Inc. 0.33% Reduce -17.2% 6,455 $1.6M
WealthPoint Financial, LLC 1.37% Add +5.2% 6,435 $1.6M
Hill Investment Group Partners, LLC 0.18% No change 6,429 $1.6M
Horizon Kinetics Asset Management LLC 0.02% Reduce -7.4% 6,427 $1.6M
Gainplan LLC 1.22% Reduce -4.7% 6,417 $1.6M
William Howard & Co Financial Advisors Inc 1.40% Reduce -4.8% 6,407 $1.6M
J.M. Arbour, LLC 1.56% Add +6.4% 6,407 $1.6M
CDM Financial Counseling Services, Inc. 1.55% Add +2.5% 6,396 $1.6M
EnRich Financial Partners LLC 0.43% Reduce -1.0% 6,394 $1.6M
Braun-Bostich & Associates Inc. 1.01% Reduce -4.1% 6,377 $1.6M
denkapparat Operations GmbH 0.67% Add +19.0% 6,376 $1.6M
DBK Financial Counsel, LLC 1.22% Add +2.0% 6,363 $1.6M
Curio Wealth, LLC 0.55% Reduce -1.5% 6,357 $1.6M
Seaside Wealth Management, Inc. 0.45% Add +2.2% 6,355 $1.6M
Unify Financial Advisors 1.68% Add +0.8% 6,349 $1.6M
Sbe LLC Dba Cedar Cove Wealth Partners 0.85% Add +4.9% 6,347 $1.6M
Prepared Retirement Institute LLC 0.80% Reduce -2.9% 6,344 $1.6M
Cottonwood Capital Advisors, LLC 1.13% No change 6,321 $1.6M
Rodgers & Associates, LTD 0.16% Reduce -3.3% 6,320 $1.6M
Marotta Asset Management 0.29% Reduce -6.0% 6,263 $1.6M
Gunderson Capital Management LLC 0.67% Reduce -27.3% 6,303 $1.6M
Hansen & Associates Financial Group, Inc. 0.86% Reduce -22.8% 6,249 $1.6M
Clear Investment Research, LLC 2.50% Add +1.5% 6,294 $1.6M
Windsor Advisory Group, LLC 1.33% Reduce -11.0% 6,285 $1.6M
Ehrlich Financial Group 0.91% Reduce -0.1% 6,272 $1.6M
Claris Advisors, LLC / Mo / 0.48% Reduce -1.1% 6,270 $1.6M
Phillip James Consulting Co. 1.21% Add +2.2% 6,270 $1.6M
North Point Portfolio Managers Corp. 0.28% Add +0.8% 6,256 $1.6M
Pitti Group Wealth Management, LLC 1.29% Add +2.9% 6,248 $1.6M
Cushing Capital Partners, LLC 1.22% Reduce -32.7% 6,238 $1.6M
Matthew Goff Investment Advisor, LLC 0.26% Reduce -1.2% 6,228 $1.6M
AllGen Financial Advisors, Inc. 0.37% No change 6,225 $1.6M
JDH Wealth Management, LLC 1.06% Add +1.7% 6,221 $1.6M
Yoffe Investment Management, LLC 2.02% No change 6,212 $1.6M
Seneca Financial Advisors LLC 0.46% Add +2.5% 6,210 $1.6M
Beaumont Asset Management, L.L.C. 0.71% Add +152.2% 6,200 $1.6M
Hopwood Nicholas Hunter 0.50% Add +3.6% 6,194 $1.6M
Walker Financial Services, Inc. 0.54% Reduce -7.7% 6,192 $1.6M
BankChampaign, National Association 1.56% Reduce -2.3% 6,178 $1.6M
Persium Advisors, LLC 1.23% Reduce -2.4% 6,174 $1.6M
MBE Wealth Management, LLC 0.65% Add +2.1% 6,171 $1.6M
Chico Wealth RIA 0.96% Add +1.0% 6,166 $1.6M
Partners in Financial Planning 0.26% Reduce -6.0% 6,146 $1.6M
Altrius Capital Management Inc 0.31% Add +1.1% 6,139 $1.6M
Guardsman Private Capital Management, Inc. 1.22% No change 6,128 $1.6M
Rakuten Securities, Inc. 0.65% Reduce -26.8% 6,125 $1.6M
Grove Street Fiduciary, LLC 0.68% Add +0.4% 6,111 $1.6M
Greenhouse Wealth Management, LLC 0.96% Reduce -1.7% 6,103 $1.5M
Presilium Private Wealth, LLC 0.27% Add +3.2% 6,094 $1.5M
Good Harbor Advisors, Inc. 1.69% No change 6,091 $1.5M
PFG Private Wealth Management, LLC 0.66% Reduce -1.7% 6,089 $1.5M
Wexford Capital LP 0.25% Reduce -7.9% 6,089 $1.5M
Black Swift Group, LLC 0.27% Add +70.5% 6,086 $1.5M
Professional Financial Solutions LLC 1.37% Reduce -0.4% 6,083 $1.5M
Biltmore Wealth Management, LLC 0.55% Reduce -6.4% 6,079 $1.5M
McNamara Financial Services, Inc. 0.29% Add +0.0% 6,060 $1.5M
Lutz Financial Services LLC 0.10% Add +0.1% 6,052 $1.5M
Lavelle Capital LP 0.95% Reduce -18.8% 6,046 $1.5M
RMR Capital Management, LLC 1.11% No change 6,046 $1.5M
Henderson Brothers Financial Partners, LLC 0.39% — 6,036 $1.5M
Davis Wealth Advisors, LLC 1.27% Reduce -0.5% 6,028 $1.5M
Post Resch Tallon Group Inc. 1.24% Add +9.1% 6,009 $1.5M
Compton Financial Group, LLC 0.34% Add +0.2% 6,016 $1.5M
Ground Swell Capital, LLC 3.16% Add +442.9% 6,010 $1.5M
Sippican Capital Advisors 1.04% Reduce -9.8% 6,008 $1.5M
Catalyst Capital Advisors LLC 0.03% Reduce -14.6% 6,004 $1.5M
Mork Capital Management, LLC 1.08% No change 6,000 $1.5M
Jim Saulnier & Associates, LLC 0.74% Add +5.5% 5,999 $1.5M
Paragon Advisors, LLC 0.41% Reduce -1.8% 5,995 $1.5M
Lesa Sroufe & Co 1.04% Add +0.0% 5,992 $1.5M
Baron Financial Group, LLC 0.82% Reduce -22.9% 5,984 $1.5M
Tandem Wealth Advisors LLC 0.68% Add +5.3% 5,973 $1.5M
Virtus Wealth Solutions LLC 0.29% Add +0.1% 5,972 $1.5M
Aurdan Capital Management, LLC 0.45% Add +23.0% 5,967 $1.5M
AlpenGlobal Capital LLC 0.96% — 5,965 $1.5M
ATX Financial Planning, LLC 1.15% Reduce -12.2% 5,964 $1.5M
Northwest Wealth Advisors, LLC 1.08% Reduce -4.3% 5,959 $1.5M
Kagan Cocozza Asset Management 1.06% No change 5,957 $1.5M
Bucket List Wealth Management, LLC 0.91% Reduce -42.8% 5,951 $1.5M
Broyhill Asset Management, LLC 1.48% Reduce -1.3% 5,945 $1.5M
Compass Financial Services Inc 0.65% Add +0.1% 5,939 $1.5M
Midwestern Financial, LLC 1.19% Add +30.0% 5,939 $1.5M
Chatterton & Associates Inc. 1.06% Add +18.4% 5,783 $1.5M
Dedeker Financial LLC 1.31% No change 5,921 $1.5M
Capital Management Associates 2.49% Reduce -25.3% 5,900 $1.5M
Verity Asset Management, Inc. 0.63% Add +10.3% 5,896 $1.5M
Mainsail Financial Group, LLC 0.62% Reduce -2.7% 5,886 $1.5M
PeakShares LLC 1.37% Add +41.1% 5,885 $1.5M
IAG Wealth Partners, LLC 0.17% Reduce -0.8% 5,862 $1.5M
Longview Financial Advisors LLC 0.81% Reduce -0.1% 5,861 $1.5M
Red Reef Advisors LLC 1.56% Reduce -3.0% 5,858 $1.5M
Financially in Tune, LLC 1.28% Reduce -5.5% 5,856 $1.5M
Bush Investment Group, LLC 0.81% No change 5,846 $1.5M
Columbia Advisory Partners LLC 0.95% Reduce -2.6% 5,842 $1.5M
Aegis Wealth Management, Inc. 1.16% Reduce -3.1% 5,839 $1.5M
Hubbell Strickland Wealth Management, LLC 0.59% Reduce -4.8% 5,839 $1.5M
21 West Wealth Management LLC 1.38% Reduce -0.8% 5,835 $1.5M
Groesbeck Investment Management Corp. 2.88% Reduce -0.3% 5,830 $1.5M
Horizon Bancorp Inc. 0.71% Add +0.6% 5,830 $1.5M
Investment Planning Advisors, Inc. 0.41% Add +13.3% 5,825 $1.5M
Optima Capital LLC 0.68% Reduce -3.1% 5,805 $1.5M
Permanens Capital L.P. 0.19% No change 5,803 $1.5M
Carter Financial, LLC 1.28% No change 5,801 $1.5M
Ping Capital Management, Inc. 0.57% Reduce -64.6% 5,800 $1.5M
FORM Wealth Advisors, LLC 0.17% Reduce -2.2% 5,793 $1.5M
Copia Wealth Management 1.01% Reduce -8.6% 5,789 $1.5M
Awm Capital, LLC 0.13% Add +1.5% 5,788 $1.5M
Hardin Capital Partners, LLC 0.68% Add +2.0% 5,784 $1.5M
Evolution Wealth Management Inc. 1.07% Add +43.9% 5,782 $1.5M
Up Capital Management, Inc. 1.65% Reduce -0.7% 5,781 $1.5M
Beacon Wealthcare LLC 0.52% Reduce -0.6% 5,780 $1.5M
Silver Lake Advisory, LLC 0.58% Add +0.4% 5,779 $1.5M
Prism Planning Partners LLC 1.73% Reduce -26.8% 5,770 $1.5M
Ninepoint Partners LP 0.17% No change 5,764 $1.5M
Sightline Wealth Advisors, LLC 0.62% Reduce -10.8% 5,757 $1.5M
Odyssean, LLC 0.53% Add +106.9% 5,752 $1.5M
DCF Advisers, LLC 0.55% Reduce -37.8% 5,750 $1.5M
Bare Financial Services, Inc 0.39% Add +5.0% 5,744 $1.5M
Wealthstar Advisors, LLC 0.87% Reduce -8.0% 5,736 $1.5M
Vista Finance, LLC 1.16% Reduce -6.0% 5,735 $1.5M
Synergy Investment Management, LLC 0.48% Reduce -2.4% 5,733 $1.5M
Sheridan Capital Management, LLC 0.77% Reduce -5.5% 5,732 $1.5M
Michels Family Financial, LLC 1.05% Add +2.7% 5,730 $1.5M
Red Tortoise LLC 0.61% No change 5,717 $1.5M
Blue Water Asset Management 0.50% Add +0.2% 5,704 $1.4M
LeClair Wealth Partners LLC 0.50% Reduce -88.0% 5,704 $1.4M
Decker Retirement Planning Inc. 0.66% Reduce -4.7% 5,702 $1.4M
Intentional Wealth Strategies, LLC 1.34% — 5,674 $1.4M
Keenan, LLC 1.21% Add +94.3% 5,662 $1.4M
Kinloch Capital, LLC 0.58% Reduce -8.0% 5,640 $1.4M
Valley Forge Investment Consultants Inc. Adv 0.43% Add +0.1% 5,633 $1.4M
Durante & Waters, LLC 1.03% Reduce -1.1% 5,632 $1.4M
Hanseatic Management Services Inc. 1.37% — 5,624 $1.4M
Rempart Asset Management Inc. 0.30% Add +2.9% 5,607 $1.4M
Dynamic Technology Lab Private Ltd 0.23% Add +164.7% 5,604 $1.4M
Welch Capital Partners LLC 0.32% No change 5,601 $1.4M
Greenland Capital Management LP 0.33% Reduce -86.3% 5,592 $1.4M
Keystone Financial Services, LLC 0.95% Reduce -1.5% 5,592 $1.4M
JRM Investment Counsel, LLC 0.38% Reduce -14.6% 5,591 $1.4M
ArchPoint Investors 0.34% Add +252.2% 5,586 $1.4M
Great Oak Capital Partners, LLC 0.33% Reduce -0.3% 5,482 $1.4M
Parker Financial LLC 0.57% Add +42.8% 5,585 $1.4M
Citrine Capital LLC 0.61% Add +52.3% 5,584 $1.4M
SoundView Advisors Inc. 0.50% No change 5,579 $1.4M
Roble, Belko & Company, Inc 0.18% Reduce -4.1% 5,570 $1.4M
3 Factor Indexing, LLC 1.33% — 5,569 $1.4M
Your Advocates Ltd., LLP 0.43% Reduce -0.4% 5,568 $1.4M
Sullivan Wood Capital Management LLC 2.47% Reduce -5.1% 5,558 $1.4M
HC Advisors, LLC 0.94% Add +0.1% 5,557 $1.4M
Live Oak Investment Partners 0.83% Reduce -48.6% 5,546 $1.4M
Cedrus Wealth Group LLC 1.56% Add +9.9% 5,515 $1.4M
Sulzberger Capital Advisors, Inc. 1.43% Reduce -1.5% 5,506 $1.4M
Kraft, Davis & Associates, LLC 0.30% Reduce -3.3% 5,091 $1.4M
Legacy Wealth Managment, LLC 0.69% Add +0.3% 5,490 $1.4M
Waycross Investment Management Co 1.33% Reduce -1.7% 5,489 $1.4M
Stack Financial Management, Inc 0.10% Reduce -11.1% 5,487 $1.4M
Tacita Capital Inc 0.82% Reduce -6.7% 5,484 $1.4M
Dynamic Financial Group 1.14% Reduce -0.1% 5,483 $1.4M
Seneschal Advisors, LLC 1.03% Reduce -1.1% 5,481 $1.4M
Severin Investments, LLC 1.19% Add +16.0% 5,476 $1.4M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 1.04% Reduce -69.0% 4,953 $1.4M
Gilbert Capital Group, Inc. 1.07% Add +1.5% 5,461 $1.4M
IFC & Insurance Marketing, Inc. 1.45% Add +28.1% 5,458 $1.4M
Parker Investment Management, LLC 0.21% Reduce -35.1% 5,438 $1.4M
HFG Advisors, Inc. 0.97% Add +25.7% 5,430 $1.4M
Polaris Investment Advisors, LLC 1.00% No change 5,426 $1.4M
Strategic Financial Partners, Ltd. 0.59% Reduce -0.0% 5,425 $1.4M
Cornerstone Wealth Advisors, Inc. 0.32% Reduce -18.8% 5,425 $1.4M
von Borstel & Associates, Inc. 0.31% Add +6.6% 5,422 $1.4M
Signal Tree Financial Partners LLC 1.04% Reduce -0.4% 5,416 $1.4M
Oak Wealth Advisors LLC 0.76% Add +2.1% 5,416 $1.4M
Aull & Monroe Investment Management Corp 0.64% No change 5,410 $1.4M
Deepwater Asset Management, LLC 0.87% Add +50.0% 5,409 $1.4M
Evolution Advisers, Inc. 0.58% Reduce -0.4% 5,399 $1.4M
Websterrogers Financial Advisors, LLC 0.39% Reduce -0.7% 5,395 $1.4M
Financial Management, Inc. 1.28% Add +0.1% 5,388 $1.4M
Osbon Capital Management LLC 1.11% Add +2.6% 5,376 $1.4M
Harbor Asset Planning, Inc. 1.15% No change 5,368 $1.4M
Henrickson Nauta Wealth Advisors, Inc. 0.38% Reduce -31.3% 5,362 $1.4M
SwitchPoint Financial Planning, LLC 0.92% Add +2.1% 5,360 $1.4M
Lighthouse Wealth Management Inc. 0.92% Add +0.0% 5,359 $1.4M
Stance Capital LLC 0.66% New 5,351 $1.4M
Joel Adams & Associates, Inc. 1.01% No change 5,349 $1.4M
Thryve Wealth Management LLC 0.91% Reduce -73.5% 5,341 $1.4M
Journey Retirement Planning & Investment Management LLC 1.19% Reduce -69.2% 5,332 $1.4M
Virginia Estate & Retirement Planning Advisors Inc. 2.38% — 5,336 $1.4M
A4 Wealth Advisors LLC 1.12% Add +28.3% 5,326 $1.4M
First Washington CORP 0.38% Reduce -0.1% 5,309 $1.3M
Argo Wealth Advisory, LLC 0.79% Add +1.4% 5,309 $1.3M
Hyposwiss Advisors SA 1.33% No change 5,307 $1.3M
Endowment Wealth Management, Inc. 0.59% Add +0.3% 5,299 $1.3M
Greenfield Seitz Capital Management, LLC 0.41% No change 5,292 $1.3M
Fortune Financial Group, Inc. 1.21% Add +100.0% 5,284 $1.3M
Tepp RIA, LLC 1.05% Reduce -0.4% 5,272 $1.3M
Ackerman Capital Advisors, LLC 0.27% No change 5,262 $1.3M
Spectrum Planning & Advisory Services Inc. 0.66% Reduce -1.8% 5,242 $1.3M
Del-Sette Capital Management, LLC 0.79% Reduce -3.3% 5,220 $1.3M
SVRN Asset Management, LLC 1.28% No change 5,208 $1.3M
AJ Advisors, LLC 0.49% Reduce -1.1% 5,207 $1.3M
Burk Holdings LLC 0.57% Reduce -2.3% 5,207 $1.3M
Laurel Wealth Planning LLC 0.70% Add +40.5% 5,196 $1.3M
GatePass Capital, LLC 0.65% Add +18.4% 5,194 $1.3M
Opulen Financial Group LLC 0.93% Add +6.7% 5,184 $1.3M
Berkeley, Inc 0.44% Reduce -33.5% 5,162 $1.3M
Arnold Financial Planning LLC 1.22% Add +38.0% 5,153 $1.3M
Define Financial, LLC 0.71% Reduce -9.6% 5,152 $1.3M
Silver Oak Advisory Group, Inc. 0.56% Reduce -16.0% 5,150 $1.3M
TABR Capital Management, LLC 1.20% Reduce -7.5% 5,144 $1.3M
Ferguson Johnson Wealth Management Inc 1.06% Reduce -1.0% 5,136 $1.3M
Delta Wealth Advisors LLC 0.99% Reduce -8.8% 5,133 $1.3M
Three Bearings Fiduciary Advisors, Inc. 1.26% Reduce -4.9% 5,125 $1.3M
Stephen J. Garry & Associates, LLC 1.05% Reduce -4.5% 5,121 $1.3M
Daviman Financial, LLC 0.77% Reduce -0.6% 5,119 $1.3M
Foundation Wealth Management, LLC\PA 0.46% Reduce -0.7% 5,117 $1.3M
BayBridge Capital Group, LLC 0.80% No change 4,766 $1.3M
Hummer Financial Advisory Services Inc 0.92% Add +1.1% 5,103 $1.3M
JMG Financial Group, Ltd. 0.04% Add +0.7% 5,102 $1.3M
Game Creek Capital, LP 0.50% No change 5,100 $1.3M
Mad River Investors 0.47% No change 5,100 $1.3M
O'Domhnaill Enterprises, Inc. 1.04% Reduce -4.0% 5,092 $1.3M
Cyr Financial Inc. 0.76% Add +10.2% 5,091 $1.3M
Prodigy Asset Management LLC 0.43% No change 5,073 $1.3M
GFI Investment Counsel Ltd. 0.18% Add +83.5% 5,071 $1.3M
Innovative Wealth Building LLC 0.90% Add +6.1% 5,060 $1.3M
Horizon Financial Services, LLC 0.57% Add +23.3% 5,050 $1.3M
WJ Wealth Management, LLC 0.60% Reduce -7.3% 5,049 $1.3M
Spurstone Advisory Services, LLC 21.81% No change 5,021 $1.3M
O'Keefe Stevens Advisory, Inc. 0.31% Reduce -0.4% 5,019 $1.3M
ADG Wealth Management Group, LLC 0.88% Add +11.3% 5,008 $1.3M
Asempa Wealth Advisors 1.11% Reduce -0.2% 4,969 $1.3M
Union Square Park Capital Management, LLC 1.11% New 5,000 $1.3M
Lane Generational LLC 1.01% Reduce -0.3% 4,987 $1.3M
Keystone Financial Services 0.37% Add +1.7% 4,980 $1.3M
Alexis Investment Partners, LLC 0.87% Reduce -40.7% 5,118 $1.3M
Daner Wealth Management, LLC 0.74% Reduce -9.5% 4,279 $1.3M
Mason Investment Advisory Services, Inc. 0.06% Reduce -1.3% 4,968 $1.3M
Bridgefront Capital, LLC 0.31% Reduce -41.0% 4,965 $1.3M
McGrath & Associates, Inc. 1.85% Reduce -1.1% 4,962 $1.3M
Brown Financial Advisory 0.62% Reduce -11.3% 4,957 $1.3M
Driehaus Capital Management LLC 0.01% Reduce -50.9% 4,957 $1.3M
ZynergyRetirementPlanningLLC 0.76% Reduce -7.3% 4,956 $1.3M
Seven Post Investment Office LP 0.41% No change 4,951 $1.3M
Positano Wealth Management Ltd 0.93% Reduce -31.3% 4,943 $1.3M
Guardian Wealth Management, Inc. 0.68% Add +0.2% 4,936 $1.3M
Long Island Wealth Management, Inc. 0.58% Add +1.6% 4,931 $1.3M
Omnitrust Wealth Management, Inc 1.62% Reduce -10.7% 4,925 $1.2M
Partnership Wealth Management, LLC 0.95% Add +6.4% 4,919 $1.2M
Legacy Solutions, LLC 1.16% Add +17.3% 4,913 $1.2M
Heron Bay Capital Management 0.11% Reduce -23.7% 4,905 $1.2M
Avant Capital LLC 0.87% Add +4.2% 4,897 $1.2M
Aureum Wealth Management, LLC 0.86% Add +5.2% 4,896 $1.2M
Sage Financial Management Group, Inc. 0.38% Add +6.8% 4,882 $1.2M
Machina Capital S.A.S. 0.24% Reduce -68.4% 4,878 $1.2M
New England Professional Planning Group Inc. 0.52% Add +0.6% 4,859 $1.2M
S&T Bank 0.46% Add +18.5% 4,857 $1.2M
SPWM Advisors LLC 1.07% Reduce -2.2% 4,181 $1.2M
Bayshore Asset Management, LLC 0.49% Reduce -2.8% 4,855 $1.2M
L.K. Benson & Company, P.C. 0.41% Reduce -0.3% 4,852 $1.2M
Yukon Wealth Management, Inc. 0.73% Reduce -0.1% 4,847 $1.2M
HMV Wealth Advisors, LLC 0.58% Add +7.2% 4,842 $1.2M
Sharkey, Howes & Javer 0.17% Reduce -12.6% 4,833 $1.2M
Invariant Investment Management 0.75% Reduce -0.3% 4,707 $1.2M
High Probability Advisors, LLC 0.16% Reduce -0.1% 4,829 $1.2M
Attessa Capital LLC 0.67% Add +0.5% 4,825 $1.2M
Marathon Mission, Inc. 0.71% Add +2.6% 4,816 $1.2M
Sprott Inc. 0.04% Add +4.4% 4,811 $1.2M
CBM Financial, LLC 0.76% Add +21.8% 4,469 $1.2M
Gold Investment Management Ltd. 0.38% Add +0.0% 4,802 $1.2M
Reaves W H & Co. Inc. 0.02% No change 4,800 $1.2M
Fairway Wealth LLC 0.32% Add +60.3% 4,787 $1.2M
Carmignac Gestion 0.02% Reduce -68.1% 4,785 $1.2M
Granville Capital, Inc. 0.63% Reduce -16.0% 4,762 $1.2M
LGT Financial Advisors LLC 6.19% Reduce -1.1% 4,761 $1.2M
BLVD Private Wealth, LLC 1.05% Reduce -9.4% 4,756 $1.2M
Gardner Russo & Quinn 0.01% Add +1.6% 4,751 $1.2M
Argyle Capital Management, LLC 0.39% No change 4,745 $1.2M
Spectrum Asset Management, Inc. (NB/CA) 0.38% Add +11.1% 4,742 $1.2M
Rf&l Wealth Management, LLC 0.90% Reduce -83.1% 4,735 $1.2M
Hiley Hunt Wealth Management 0.53% Reduce -7.7% 4,732 $1.2M
Albert D Mason Inc. 0.78% Reduce -3.0% 4,729 $1.2M
Sentinel Advisory Group, LLC 0.58% — 4,729 $1.2M
Boyd Wealth Management, LLC 0.51% Add +13.7% 4,726 $1.2M
McMill Wealth Management 0.32% Reduce -0.4% 4,722 $1.2M
Sfam, LLC 1.11% Add +1.0% 4,709 $1.2M
Hamilton Capital Partners, LLC 0.37% Reduce -40.5% 4,702 $1.2M
Verus Wealth Management, LLC 1.11% Add +0.5% 4,701 $1.2M
Aquire Wealth Advisors, LLC 0.31% Add +19.1% 4,700 $1.2M
Stonehaven Wealth & Tax Solutions, LLC 1.05% Add +2.8% 4,698 $1.2M
Nutshell Asset Management Ltd 0.65% New 4,676 $1.2M
DiPaolo Financial Group, Inc. 0.86% Add +38.4% 4,664 $1.2M
Stordahl Capital Management, Inc. 0.24% Reduce -3.3% 4,639 $1.2M
Nova Wealth Management, Inc. 0.77% Reduce -5.8% 4,635 $1.2M
Fusion Family Wealth, LLC 0.09% No change 4,626 $1.2M
Unconventional Investor, LLC 0.56% No change 4,621 $1.2M
Benson Wealth Management INC 1.60% Reduce -52.8% 4,620 $1.2M
Lloyd Advisory Services, LLC. 0.33% Add +96.6% 4,606 $1.2M
Kingdom Financial Group LLC. 0.33% Add +51.7% 4,606 $1.2M
Van Strum & Towne Inc. 0.34% No change 4,602 $1.2M
Keystone Global Partners, LLC 0.52% No change 4,600 $1.2M
Envision Financial Transparency, LLC 1.13% — 4,598 $1.2M
Chase Investment Counsel Corp. 0.31% Add +85.5% 4,600 $1.2M
Darrow Company, Inc. 0.52% Add +4.5% 4,591 $1.2M
Sankala Group LLC 0.95% Add +1.1% 4,616 $1.2M
Milestones Private Investment Advisors LLC 1.02% Reduce -67.1% 4,583 $1.2M
SpringVest Wealth Management LLC 0.79% Reduce -1.0% 4,579 $1.2M
Consultiva Wealth Management, Corp. 3.37% No change 4,574 $1.2M
Peak Financial Advisors LLC 0.51% Add +0.0% 4,570 $1.2M
Atlantic Family Wealth, LLC 0.84% Reduce -4.5% 4,563 $1.2M
Seros Financial, LLC 0.74% Reduce -6.2% 4,560 $1.2M
S Harris Financial Group, LLC 1.05% Add +1.9% 4,554 $1.2M
Sagace Wealth Management LLC 0.78% Reduce -8.4% 4,546 $1.2M
Atlas Wealth Partners, LLC 1.19% Reduce -0.4% 4,542 $1.2M
Emergent Wealth Advisors, LLC 0.68% Add +2.8% 4,542 $1.2M
Alamar Capital Management, LLC 0.70% Reduce -18.8% 4,521 $1.1M
Hunter Perkins Capital Management, LLC 0.27% No change 4,511 $1.1M
Bramshill Investments, LLC 0.10% Add +125.0% 4,500 $1.1M
OneAscent Family Office, LLC 0.80% Add +11.7% 4,499 $1.1M
Thompson Davis & Co., Inc. 0.76% Reduce -9.7% 4,496 $1.1M
Barnett & Company, Inc. 0.89% Add +14.6% 4,490 $1.1M
Clark Wealth Partners 0.76% Reduce -0.3% 4,486 $1.1M
Kapitalo Investimentos Ltda 0.21% New 4,475 $1.1M
Strategic Advisory Partners, LLC 0.89% Reduce -1.3% 4,473 $1.1M
James Reed Financial Services, Inc. 0.98% Reduce -6.9% 4,469 $1.1M
Heritage Wealth Management, Inc./Texas 0.48% Reduce -25.8% 4,466 $1.1M
Proathlete Wealth Management LLC 0.31% Reduce -0.5% 4,461 $1.1M
Valued Wealth Advisors LLC 0.46% Reduce -5.8% 4,460 $1.1M
Treasure Coast Financial Planning 0.58% Reduce -1.6% 4,456 $1.1M
Cannon Financial Strategists, Inc. 0.15% Reduce -40.0% 4,453 $1.1M
Covestor Ltd 0.78% Reduce -29.8% 4,451 $1.1M
Belleair Asset Management, LLC 1.03% Reduce -0.3% 4,450 $1.1M
Briggs Wealth Management, Inc 1.20% No change 4,447 $1.1M
Independent Wealth Advisors LLC 1.11% Add +2.0% 4,442 $1.1M
Wallace Hart LLC 1.55% Reduce -42.6% 4,422 $1.1M
Strategic Wealth Advisors LLC 0.90% Reduce -0.4% 4,421 $1.1M
Camelot Portfolios, LLC 0.84% No change 4,409 $1.1M
Swan Global Investments, LLC 0.06% Add +9.7% 4,406 $1.1M
Idaho Trust Co 0.36% Reduce -16.3% 4,406 $1.1M
Freestate Advisors LLC 0.89% Add +0.1% 4,396 $1.1M
True Link Financial Advisors, LLC 0.07% Reduce -7.9% 4,382 $1.1M
Englebert Financial Advisers, LLC 1.26% Add +51.2% 4,376 $1.1M
Parkwoods Wealth Partners, LLC 0.27% Reduce -8.0% 4,372 $1.1M
Global View Capital Management LLC 0.29% Add +2.7% 4,369 $1.1M
Hara Capital LLC 0.55% Reduce -56.1% 4,360 $1.1M
truNorth Financial Services, Inc. 1.14% Add +1.2% 4,341 $1.1M
Tumwater Wealth Management, LLC 0.44% Reduce -1.2% 4,340 $1.1M
O'Connor Financial Group LLC 0.45% Add +0.5% 4,340 $1.1M
Corrado Advisors, LLC 0.57% Add +34.2% 4,337 $1.1M
Contango Wealth Management LLC 1.28% Reduce -3.4% 4,327 $1.1M
Graham Capital Management, L.P. 0.05% Reduce -73.1% 4,300 $1.1M
Curry Webb Wealth Management LLC 0.51% Add +47.1% 4,277 $1.1M
Asset Allocation & Management Company, LLC 0.40% No change 4,260 $1.1M
Madden Advisory Services, Inc. 0.43% Reduce -8.6% 4,259 $1.1M
Graver Capital Management, LLC 0.82% No change 4,246 $1.1M
Evergreen Advisors, LLC 0.25% Reduce -0.7% 4,240 $1.1M
Foronjy Financial LLC 0.45% No change 4,238 $1.1M
Core Wealth Management, Inc. 0.33% Reduce -6.9% 4,237 $1.1M
Ethos Capital Management, Inc. 0.92% Add +62.0% 4,235 $1.1M
FSA Investment Group, LLC 0.43% Add +9.0% 4,233 $1.1M
Centennial Advisors, LLC 1.36% Add +3.7% 4,226 $1.1M
Safe Harbor Family Capital, LLC 0.84% No change 4,218 $1.1M
GoalFusion Wealth Management, LLC 0.48% Reduce -1.7% 4,203 $1.1M
AG Asset Advisory, LLC 0.88% Reduce -0.7% 4,201 $1.1M
Gruss & Co., LLC 2.49% Add +55.6% 4,200 $1.1M
Luken Investment Analytics, LLC 0.41% Reduce -10.2% 4,199 $1.1M
Private Wealth Group, LLC 0.50% No change 4,196 $1.1M
Spectrum Advisors, Inc. 0.83% — 4,162 $1.1M
DB&C Advisors, LLC 1.37% Reduce -0.7% 4,160 $1.1M
Pembroke Management, LTD 0.15% Add +2.5% 4,158 $1.1M
Madson Wealth Advisors Inc 0.88% — 4,151 $1.1M
American Financial & Tax Strategies Inc. 0.51% No change 4,150 $1.1M
Heartland Advisors Inc. 0.05% Add +14.6% 4,141 $1.1M
Semper Augustus Investments 0.13% No change 4,140 $1.1M
HighRoad Wealth Advisors, LLC 1.02% Reduce -2.7% 4,134 $1.0M
Hapanowicz & Associates Financial Services, Inc 0.42% Reduce -3.5% 4,134 $1.0M
Prism Advisors, Inc. 0.28% No change 4,126 $1.0M
Kropog Financial Group, LLC 0.85% Reduce -4.3% 4,102 $1.0M
Friedenthal Financial 0.52% Add +0.7% 4,089 $1.0M
Twin Focus Capital Partners, LLC 0.12% Reduce -87.5% 4,078 $1.0M
Koenig Investment Advisory, LLC 0.88% Reduce -1.1% 4,074 $1.0M
Steelhead Wealth Management LLC 0.52% — 4,072 $1.0M
Crestmont Private Wealth LLC 0.33% Add +5.0% 4,063 $1.0M
Lifetime Wealth Management P.C. 0.60% Reduce -15.1% 4,058 $1.0M
Polen Capital Management LLC 0.01% Reduce -47.5% 4,052 $1.0M
Stronghold Wealth Management L.L.C. 1.55% Add +5.5% 4,041 $1.0M
Quest 10 Wealth Builders, Inc. 0.90% Add +61.9% 4,040 $1.0M
Vavra Capital Management, LLC 1.00% No change 4,033 $1.0M
Prosperity Advisers, LLC 0.85% Reduce -2.1% 4,021 $1.0M
Mullooly Asset Management, Inc. 0.38% Add +0.1% 4,018 $1.0M
Capital CS Group, LLC 2.10% No change 4,015 $1.0M
Seed Wealth Management, Inc. 0.70% Reduce -6.5% 4,006 $1.0M
RHL Group, LLC 0.87% Add +3.4% 3,998 $1.0M
Bain Capital Public Equity, LP 5.62% New 3,976 $1.0M
AtlasMark Financial, Inc 0.65% No change 3,711 $1.0M
Comprehensive Money Management Services LLC 0.66% Reduce -3.3% 3,966 $1.0M
Foundry Financial Group, Inc. 0.50% Add +14.6% 3,963 $1.0M
WealthTrak Capital Management LLC 0.72% Reduce -0.1% 3,954 $1.0M
BluePrint Investing LLC 0.89% No change 3,950 $1.0M
Flagship Private Wealth, LLC 0.41% Add +0.1% 3,949 $1.0M
LWM Advisors Inc. 0.87% Add +0.0% 3,946 $1.0M
Kiker Wealth Management, LLC 0.48% New 3,943 $1.0M
Defender Capital, LLC. 0.35% Reduce -20.6% 3,930 $997K
BCK Partners, Inc. 0.54% Reduce -0.1% 3,924 $996K
Rare Wolf Capital LLC 0.64% No change 3,907 $992K
NewCorp Financial Services, Inc. 0.86% Reduce -0.4% 3,900 $990K
PMV Capital Advisers, LLC 1.67% Reduce -1.5% 3,894 $988K
Integras Partners LLC 0.65% Reduce -10.8% 3,894 $988K
Straight Path Wealth Management 0.26% Add +4.8% 3,880 $985K
Sound Financial Strategies Group, LLC 0.67% Add +39.7% 3,872 $983K
Note Advisors, LLC 0.49% No change 3,871 $983K
Oceanside Advisors LLC 0.56% Add +17.2% 3,858 $979K
Ridgeline Wealth Planning, LLC 0.71% Add +33.3% 3,856 $979K
Artesa Financial Group, LLC 0.93% Add +0.0% 3,855 $978K
Amova Asset Management Americas, Inc. 0.01% Reduce -1.8% 3,849 $976K
LFA - Lugano Financial Advisors SA 0.50% Reduce -15.4% 3,842 $975K
Mawer Investment Management Ltd. 0.01% Reduce -2.2% 3,833 $973K
Cambridge Capital Management, LLC 0.42% Add +15.5% 3,827 $971K
Genesis Financial Group, LLC 0.65% Add +0.8% 3,822 $970K
Fischer Investment Strategies, LLC 0.56% Reduce -4.5% 3,812 $967K
Graham Capital Wealth Management, LLC 0.86% Add +2.7% 3,811 $967K
Walleye Partners, LLC 1.19% Add +51.9% 3,809 $967K
Alpha Financial Advisors, LLC 0.29% Reduce -2.6% 3,764 $955K
Coordinated Financial Services, Inc. 0.56% Reduce -2.1% 3,745 $950K
Mustico Financial Group, Inc. 0.66% Add +20.9% 3,509 $950K
Gleason Group, Inc. 0.09% Add +0.1% 3,741 $949K
Charis Legacy Partners, LLC 1.39% Reduce -2.9% 3,741 $949K
Nottingham Advisors, Inc. 0.12% No change 3,739 $949K
Absolute Capital Management, LLC 0.31% Add +16.8% 3,731 $947K
ProCore Advisors, LLC 1.45% Reduce -52.7% 3,729 $946K
Cogent Strategic Wealth LLC 0.97% Add +54.9% 3,729 $946K
Formulate Financial LLC 1.17% No change 3,724 $945K
Equity Wealth Partners, LLC 0.61% Reduce -2.1% 3,721 $944K
Topel & Distasi Wealth Management, LLC 0.49% Reduce -8.1% 3,717 $943K
Cauble & Harre Wealth Management, Inc. 0.75% Reduce -2.5% 3,198 $943K
Occudo Quantitative Strategies LP 0.05% Reduce -88.3% 3,465 $940K
Cooksen Wealth, LLC 0.68% No change 3,696 $938K
LPWM LLC 0.24% Reduce -6.0% 3,686 $935K
Solano Wealth Investment Advisors LLC 0.47% No change 3,685 $935K
Whitcomb & Hess, Inc. 0.22% No change 3,676 $933K
Ionic Capital Management LLC 0.94% Reduce -5.1% 3,668 $931K
Silver Coast Investments LLC 0.30% Reduce -1.8% 3,649 $926K
Gutierrez Wealth Advisory, LLC 0.57% Reduce -13.3% 3,640 $924K
Peterson Wealth Management 0.54% Add +52.1% 3,636 $923K
Delaney Capital Management Ltd. 0.15% Reduce -9.0% 3,635 $923K
TKG Advisors, LLC 0.38% Reduce -1.8% 3,634 $922K
Riverview Trust Co 1.13% No change 3,623 $919K
IMG Wealth Management, Inc. 0.59% Reduce -25.1% 3,621 $919K
Silverberg Bernstein Capital Management LLC 0.50% No change 3,600 $914K
Junk Investment Group, LLC 0.48% — 3,594 $912K
Higgins & Schmidt Wealth Strategies LLC 0.42% Reduce -54.0% 3,590 $911K
Sherry Group, Inc. 0.99% No change 3,585 $910K
Brooklyn FI, LLC 0.19% Add +3.2% 3,577 $908K
TL Private Wealth 0.36% Reduce -2.8% 3,475 $905K
GreatBanc Trust CO 0.63% Reduce -6.8% 3,560 $903K
Resolute Capital, LLC 0.36% Reduce -1.9% 3,540 $898K
Compass Wealth Management, LLC 0.38% Add +0.9% 3,538 $898K
Signature Resources Capital Management, LLC 0.43% Add +5.0% 3,538 $898K
NDWM LLC 0.58% Reduce -1.6% 3,532 $896K
Oberweis Asset Management Inc./ 0.03% Add +1.6% 3,531 $896K
ONE Advisory Partners, LLC 0.28% No change 3,531 $896K
New Harbor Financial Group, LLC 0.16% Add +43.4% 3,521 $894K
Hoya Capital Real Estate, LLC 16.04% No change 3,500 $888K
Phraction Management LLC 0.24% Reduce -0.0% 3,499 $888K
Manuka Financial, LLC 0.55% Add +0.2% 3,498 $888K
DMKC Advisory Services, LLC 0.37% Reduce -7.9% 3,492 $886K
Town Capital LLC 0.72% Reduce -8.1% 3,488 $885K
Turn8 Private Wealth Inc. 0.55% Reduce -80.4% 3,488 $885K
ADAPT Investment Managers SA 0.30% Reduce -92.3% 3,477 $882K
Roan Capital Partners 0.81% — 3,470 $881K
Lam Group, Inc. 0.48% No change 3,458 $878K
Drum Hill Capital, LLC 0.83% No change 3,455 $877K
Randall & Associates Wealth Management 0.59% Add +19.7% 3,448 $875K
Whitegate Investment Counselors, Inc. 0.28% Add +0.1% 3,445 $874K
Cravens & Co Advisors, LLC 0.57% Add +30.4% 3,444 $874K
Mid-American Wealth Advisory Group, Inc. 0.37% No change 3,214 $874K
Archer Investment Management, LLC 0.37% Reduce -6.1% 3,439 $873K
USA Financial Formulas 0.16% Add +48957.1% 3,434 $872K
Salzhauer Michael 0.41% No change 3,418 $867K
Armor Investment Advisors, LLC 0.31% Add +0.1% 3,411 $866K
Fullerton Advisors, LLC 0.89% Add +15.8% 3,404 $864K
Main Line Retirement Advisors, LLC 0.43% Add +4.0% 3,393 $861K
Tull Financial Group, Inc. 0.38% Reduce -8.5% 3,392 $861K
New England Asset Management Inc. 0.11% No change 3,382 $858K
True Vision MN LLC 0.44% Add +4.2% 3,378 $857K
American Asset Management Inc. 0.74% Add +0.3% 3,361 $853K
Cornerstone Enterprises, LLC 0.42% Reduce -16.8% 3,350 $850K
Kennon-Green & Company, LLC 0.70% No change 3,349 $850K
Enhancing Capital LLC 0.63% No change 3,338 $847K
Independence Financial Advisors, LLC 0.25% Reduce -37.5% 3,333 $846K
Forum Private Client Group LLC 0.28% Add +0.5% 3,321 $843K
Bellevue Group AG 0.02% No change 3,320 $843K
Dravo Bay LLC 0.34% Reduce -3.0% 3,319 $842K
Jmac Enterprises LLC 0.16% No change 3,315 $841K
Valpey Financial Services, LLC 0.55% New 3,306 $839K
Leading Edge Financial Planning LLC 0.18% Add +7.8% 3,297 $837K
Quarry Hill Advisors, LLC 0.34% Reduce -2.7% 3,091 $835K
USAdvisors Wealth Management, LLC 0.28% Reduce -3.7% 3,387 $835K
Cascade Wealth Advisors, Inc 0.37% Add +0.8% 2,838 $832K
Caitlin John, LLC 0.50% Add +69.9% 3,278 $832K
Burkett Asset Management Ltd 0.81% Add +0.8% 3,255 $826K
Matters Capital LLC 0.73% No change 3,250 $825K
Bay Harbor Wealth Management, LLC 0.21% Add +11.0% 3,233 $820K
ICONIQ Capital, LLC 0.02% No change 3,219 $817K
Sands Capital Management, LLC 0.00% New 3,219 $817K
Guardian Wealth Advisors, LLC 0.47% Reduce -9.0% 3,218 $817K
Harvest Investment Advisors, LLC 0.45% Reduce -13.4% 3,218 $817K
PMG Wealth Management, Inc. 0.59% Add +13.3% 3,218 $817K
Godfrey Financial Associates, Inc. 0.70% Add +1.3% 3,205 $813K
Summit Financial Consulting LLC 0.58% Reduce -5.0% 3,203 $813K
Martin Capital Partners, LLC 0.30% Add +0.0% 3,195 $811K
Guilbault Capital LLC 0.89% Reduce -3.0% 3,195 $811K
Level Wealth Management LLC 0.38% Add +4.7% 3,193 $810K
Two West Capital Advisors LLC 0.43% Add +1.4% 2,994 $809K
Cannon Capital Management, Inc. 0.66% Add +9.6% 3,178 $807K
MTM Financial Group, LLC 0.38% Add +7.0% 3,177 $806K
Anderson Hoagland & Co. 0.07% Reduce -45.0% 3,174 $806K
Praxis Capital Management LLC 1.88% Add +0.1% 3,169 $804K
Prairiewood Capital, LLC 0.23% Reduce -0.4% 3,168 $804K
Charter Capital Management, LLC\DE 0.40% Add +1.2% 3,161 $802K
Coastline Complete Wealth LLC 0.50% Add +25.4% 3,154 $801K
Continuum Wealth Advisors, LLC 0.33% Reduce -19.1% 3,148 $799K
Rivernorth Capital Management, LLC 0.04% New 3,147 $799K
HBE Wealth Management, LLC 0.70% Add +60.5% 3,146 $798K
Investors Portfolio Services LLC 0.74% Reduce -1.8% 3,090 $796K
Atlantic Private Wealth, LLC 0.52% Reduce -8.2% 3,137 $796K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.45% Add +10.7% 3,135 $796K
Scott Capital Advisors, LLC 0.16% Reduce -0.7% 3,041 $792K
Boston Standard Wealth Management, LLC 0.13% Reduce -1.6% 3,114 $791K
Clark Estates Inc. 0.19% No change 3,111 $790K
KOM Wealth Management Group, LLC 0.54% Add +3.1% 3,097 $786K
Kieckhefer Group LLC 0.37% Reduce -6.6% 3,093 $785K
Kahn Brothers Group Inc. 0.14% No change 3,092 $785K
PMG Family Office LLC 0.88% Add +0.8% 3,088 $784K
Balanced Rock Investment Advisors LLC 0.55% Add +28.7% 3,088 $784K
Cornerstone Financial Group, LLC 0.50% Reduce -1.2% 2,798 $784K
Sound Stewardship, LLC 0.36% Add +0.0% 3,088 $784K
Boyar Asset Management Inc. 0.44% No change 3,071 $779K
Momentum Wealth Planning, LLC 0.72% Reduce -81.4% 3,061 $777K
Financial Designs Corp 0.43% New 3,061 $777K
IronBridge Private Wealth, LLC 0.25% Reduce -14.3% 3,046 $773K
Dynamic Wealth Strategies, LLC 0.44% Reduce -7.2% 3,020 $766K
Vistica Wealth Advisors, LLC 0.76% Add +1.6% 3,013 $765K
Capital Developers, LLC 0.69% Add +3.8% 3,013 $765K
Refined Wealth Management 0.48% Reduce -6.3% 3,008 $764K
Ehrenkranz Partners L.P. 0.60% No change 3,004 $762K
FNY Investment Advisers, LLC 0.34% New 3,003 $762K
West Tower Group, LLC 2.38% Add +100.0% 3,000 $761K
Glaxis Capital Management, LLC 0.95% No change 3,000 $761K
Advent Capital Management 0.83% New 3,000 $761K
Codex Capital Asset Management L.L.C. 0.29% No change 3,000 $761K
Pioneer Family Office, LLC 0.54% Reduce -34.2% 2,997 $761K
Bannerman Wealth Management Group, LLC 0.51% Add +20.8% 2,976 $755K
Principia Wealth Advisory, LLC 0.43% Add +5.3% 2,974 $755K
Eddie Patel Inc 0.58% Reduce -1.9% 2,971 $754K
LifePlan Financial, LLC 0.56% Reduce -8.4% 2,969 $754K
Navis Wealth Advisors, LLC 0.38% Reduce -16.1% 2,965 $752K
Capstone Capital LLC 0.48% Add +5.0% 2,946 $748K
Blueshift Asset Management, LLC 0.23% Add +126.4% 2,934 $745K
Columbia River Financial Group, LLC 0.43% Add +49.4% 2,920 $741K
Fee-Only Financial Planning, L.C. 0.45% Add +12.6% 2,907 $738K
Wellment Financial 0.91% Reduce -6.4% 2,900 $736K
Avanda Investment Management Pte. Ltd. 1.17% Add +11.5% 2,900 $736K
Randolph Co Inc 0.07% Reduce -0.6% 2,899 $736K
Ashford Capital Management Inc. 0.09% No change 2,895 $735K
KRM Wealth Management L.L.C. 0.38% Add +11.3% 2,895 $735K
Infinity Wealth Counsel, LLC 0.67% No change 2,881 $731K
Blom & Howell Financial Planning, Inc. 0.72% Reduce -2.6% 2,877 $730K
Arrien Investments, Inc. 0.39% Reduce -4.4% 2,870 $728K
Bridgelight Financial Advisors, Inc. 0.62% Add +4.9% 2,870 $728K
Dakota Community Bank & Trust NA 2.46% Reduce -17.6% 2,862 $726K
Ball & Co Wealth Management Inc. 0.61% Add +0.1% 2,860 $726K
Washington Growth Strategies LLC 0.47% Add +0.2% 2,859 $726K
Lunt Capital Management, Inc. 0.28% No change 2,859 $726K
Magnolia Wealth Management, LLC 0.42% Reduce -0.3% 2,847 $723K
Imprint Wealth LLC 3.30% Reduce -17.6% 2,844 $722K
Provident Investment Management, Inc. 0.07% Add +0.0% 2,843 $721K
Townsend Financial Planning, LLC 0.70% No change 2,833 $719K
Altus Wealth Management, LLC 0.32% Reduce -22.2% 2,828 $718K
Tandem Investment Advisors, Inc. 0.04% Reduce -19.5% 2,821 $716K
Horizons Wealth Management 0.48% No change 2,820 $716K
OV Management LLC 1.46% Reduce -83.8% 2,818 $715K
Rolek Wealth Management LLC 0.51% Reduce -3.3% 2,805 $712K
Resolute Wealth Advisor, Inc. 0.41% — 2,803 $711K
Stegner Investment Associates Inc. 0.39% Add +31.2% 2,802 $711K
Lawson Kroeker Investment Management Inc. 0.21% No change 2,800 $711K
American Capital Management Inc. 0.04% No change 2,800 $711K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1.19% Reduce -22.9% 2,785 $707K
Three Cord True Wealth Management, LLC 0.39% Add +3.0% 2,783 $706K
Northeast Planning Associates, Inc. / NH / 0.47% Reduce -5.1% 2,780 $706K
Swiss Re Ltd. 4.31% No change 2,777 $705K
Shearwater Capital LLC 0.37% Add +34.8% 2,776 $705K
Fluent Financial, LLC 0.26% Reduce -21.6% 2,713 $703K
Schwallier Wealth Management LLC 0.51% Reduce -18.0% 2,766 $702K
Bluestem Financial Advisors, LLC 0.27% Reduce -6.3% 2,763 $701K
Merkkuri Wealth Advisors LLC 0.46% Add +0.0% 2,759 $700K
StoneCrest Wealth Management, Inc. 0.30% Reduce -13.3% 2,758 $700K
Jacobs Equity LLC 0.63% Reduce -47.7% 2,757 $700K
Cassady Wealth & Retirement Planning, LLC 0.36% Reduce -6.0% 2,570 $697K
Peloton Wealth Strategists 0.29% Reduce -3.5% 2,738 $695K
Andina Capital Management, LLC 0.62% Reduce -50.8% 2,731 $693K
Team Financial Group, LLC 0.31% Reduce -9.8% 2,720 $690K
Ewing Morris & Co. Investment Partners Ltd. 0.31% Reduce -20.4% 2,717 $690K
Visionary Horizons, LLC 0.34% Add +3.8% 2,716 $689K
One Wealth Map LLC 0.34% Add +3.6% 2,458 $689K
Trellis Wealth Advisors LLC 0.26% Reduce -34.6% 2,708 $687K
Schiavi & Co LLC 0.20% Add +16.5% 2,706 $687K
Lord & Richards Wealth Management, LLC 0.60% Add +0.1% 2,683 $681K
Rbo & Co. LLC 0.11% No change 2,669 $677K
Verisail Partners, LLC 0.27% Reduce -7.6% 2,660 $675K
Sarver Vrooman Wealth Advisors 0.42% No change 2,656 $674K
Perkins Capital Management Inc. 0.63% Reduce -43.0% 2,650 $673K
GuidedMoney, LLC 0.35% Reduce -0.4% 2,649 $672K
Cullen Capital Management, LLC 0.01% Reduce -46.6% 2,640 $670K
SWS Partners 0.16% Reduce -1.6% 2,630 $667K
Vestment Financial LLC 0.31% No change 2,437 $665K
Global Wealth Management, LLC 0.36% Add +0.0% 2,612 $663K
Hoese & Co LLP 0.49% No change 2,602 $660K
Traction Financial Partners, LLC 0.41% Reduce -21.1% 2,594 $658K
MontVue Capital Management, Inc. 0.44% Reduce -9.3% 2,567 $651K
Twele Capital Management, Inc. 0.12% Add +0.0% 2,557 $649K
Thayer Financial, L.L.C. 0.66% Add +44.7% 2,550 $647K
Morton Community Bank 0.14% No change 2,534 $643K
Elevate Wealth Advisory, Inc. 0.41% Add +13.7% 2,533 $643K
Investment Management Corp. /Va/ 0.55% Add +1.9% 2,526 $641K
Sunesis Advisors, LLC 0.29% No change 2,516 $639K
Beacon Financial Strategies CORP 0.36% Reduce -0.1% 2,516 $638K
Keating Investment Counselors Inc. 0.16% Reduce -9.7% 2,506 $636K
WHI TRUST Co LLC 0.48% No change 2,499 $634K
Corepath Wealth Partners LLC 0.43% No change 2,447 $634K
Ridgewood Investments LLC 0.26% — 2,495 $633K
Knott David M Jr 0.38% No change 2,494 $633K
Watchman Group, Inc. 0.15% Add +1.0% 2,492 $632K
Innovator Capital Management, LLC 0.07% — 2,489 $632K
Strategic Equity Management 0.24% Reduce -11.4% 2,481 $630K
Retirement Wealth Solutions LLC 0.40% Add +7.4% 2,474 $628K
Pearl Planning LLC 0.34% Add +0.9% 2,471 $627K
Unison Advisors LLC 0.05% No change 2,464 $625K
SPG Advisors LLC 9.51% Reduce -0.3% 2,461 $624K
J.E. Simmons & Co., P.C. 0.42% Add +0.4% 2,455 $623K
Left Brain Wealth Management, LLC 0.24% Add +1.0% 2,454 $623K
Envision Financial LLC 0.33% Reduce -0.2% 2,449 $621K
Fsa Wealth Partners, Inc. 0.30% Reduce -6.8% 2,446 $621K
Trademark Financial Management, LLC 0.30% Reduce -0.8% 2,442 $620K
James Hambro & Partners LLP 0.02% Add +3.0% 2,440 $619K
Copley Financial Group, Inc. 0.37% Reduce -4.9% 2,420 $614K
Palouse Capital Management, Inc. 0.42% Reduce -0.5% 2,418 $614K
Erickson Financial Group, LLC 0.38% Add +6.3% 2,414 $613K
Oath Planning, LLC 0.54% Add +11.5% 2,403 $610K
Foundry Financial LLC 0.26% Add +12.6% 2,402 $609K
Dara Capital Us, Inc. 0.58% No change 2,401 $609K
Fairholme Capital Management 0.04% No change 2,400 $609K
Investments & Financial Planning, LLC 0.33% Reduce -20.2% 2,374 $602K
Croban 0.28% Reduce -4.2% 2,195 $597K
Hudson Oak Wealth Advisory LLC 0.52% Reduce -1.8% 2,340 $594K
Raub Brock Capital Management LP 0.15% Reduce -28.4% 2,338 $593K
Arcadia Wealth Management, LLC 0.21% Add +3.3% 2,334 $592K
Klein Pavlis & Peasley Financial, Inc. 0.33% Add +26.1% 2,325 $590K
Powerhouse Assets LLC 0.51% Reduce -4.1% 2,323 $589K
John W. Brooker & Co., CPAs 0.93% Add +80.6% 2,322 $589K
Piedmont Capital Management, LLC 0.30% Add +112.0% 2,273 $589K
VERITY Wealth Advisors 0.39% No change 2,318 $588K
Layline Advisors, LLC 0.65% — 2,295 $582K
Troutman Wealth Management, LLC 0.48% Reduce -0.7% 2,277 $578K
Mandatum Life Insurance Co Ltd 0.13% Reduce -8.7% 2,267 $575K
Rice Hall James & Associates, LLC 0.03% Reduce -5.0% 2,265 $575K
Inlight Wealth Management, LLC 0.21% Add +0.5% 2,261 $574K
Bedminster, LLC 0.53% Reduce -3.4% 2,254 $572K
Downshift Financial, LLC 0.30% Add +23.5% 2,113 $571K
Accordant Advisory Group Inc 0.35% Add +32.0% 2,249 $571K
Lauer Wealth, LLC 0.46% Add +8.4% 2,198 $569K
Scratch Capital LLC 0.33% Add +3.6% 2,237 $568K
Banco BTG Pactual S.A. 0.11% New 2,224 $564K
Louisbourg Investments Inc. 0.11% No change 2,640 $562K
F&V Capital Management, LLC 0.12% Reduce -4.4% 2,189 $556K
Fundsmith Investment Services LTD. 0.01% Add +260.8% 2,183 $554K
swisspartners Advisors Ltd 0.35% No change 2,188 $552K
Legacy PCG, LLC 3.01% Reduce -88.8% 2,174 $552K
Curat Global, LLC 0.54% No change 2,168 $550K
Tanglewood Wealth Management, Inc. 0.05% Reduce -20.9% 2,160 $548K
Martel Wealth Advisors LLC 0.09% No change 2,159 $548K
nVerses Capital, LLC 0.50% New 2,154 $547K
Poinciana Advisors Group, LLC 0.43% Reduce -1.1% 2,147 $545K
Redstone Wealth Management, LLC 0.43% Reduce -1.4% 2,139 $543K
Purewater Capital LLC 0.52% — 2,133 $541K
Dahring | Cusmano LLC 0.33% Add +0.1% 2,131 $541K
BCR Wealth Strategies, LLC 0.17% Reduce -8.6% 2,131 $540K
Optimus Capital Advisors, LLC 0.32% Add +12.1% 2,118 $538K
Bulwark Capital Corp 0.33% Reduce -3.6% 2,100 $533K
Arlington Capital Management, Inc. 0.30% Add +0.1% 2,097 $532K
Hassell Wealth Management, LLC 0.18% No change 2,084 $529K
4Thought Financial Group Inc. 0.26% New 2,083 $529K
Ridgeline Wealth, LLC 0.38% No change 2,082 $528K
NorthLanding Financial Partners, LLC 0.43% Add +0.1% 2,081 $528K
6th Street Advisors, LLC 0.33% — 2,077 $527K
Pacific Park Financial, Inc. 0.34% Reduce -2.1% 2,066 $524K
Marmo Financial Group, LLC 0.26% Add +4.2% 2,065 $524K
Cadence Wealth Management LLC 0.22% Reduce -1.9% 2,055 $521K
Stolz & Associates, PS 0.36% Reduce -42.4% 1,977 $521K
Nvest Wealth Strategies, Inc. 0.36% Reduce -3.4% 2,033 $516K
Livet Wealth, LLC 0.33% Add +29.8% 2,032 $516K
Aspect Partners, LLC 0.21% Add +2.7% 2,029 $515K
Sugar Maple Asset Management, LLC 0.31% Add +2.0% 2,029 $515K
Moody Aldrich Partners LLC 0.09% Reduce -0.7% 2,026 $514K
Mittelman Wealth Management 0.32% Add +44.8% 2,013 $511K
American Investment Services, Inc. 0.11% Reduce -0.9% 2,010 $510K
Benchmark Financial, LLC 0.46% No change 2,009 $510K
Stewardship Concepts Financial Services LLC 0.40% Add +32.5% 2,000 $508K
Sassicaia Capital Advisers LLC 0.57% Reduce -81.8% 2,000 $508K
Standard Family Office LLC 0.52% No change 1,996 $507K
Yanni & Associates Investment Advisors, LLC 0.52% Reduce -0.6% 1,985 $504K
Carolina Wealth Advisors, LLC 0.21% Reduce -69.7% 1,983 $503K
Semitam Bonam LLC 0.41% Reduce -6.4% 1,978 $502K
Theory Financial LLC 0.18% No change 1,978 $502K
Prossimo Advisors, LLC 3.05% Reduce -30.2% 1,976 $501K
Bestgate Wealth Advisors, LLC 0.90% Reduce -12.4% 1,974 $501K
SIMA Wealth Partners, LLC 0.38% No change 1,973 $501K
FLP Wealth Management, LLC 1.03% Add +8.3% 1,972 $501K
Leverty Financial Group, LLC 0.11% Add +47.2% 1,970 $500K
Jordan Park Trust Co LLC 0.38% Add +0.5% 1,955 $496K
KMT Wealth Management, LLC 0.27% Reduce -15.2% 1,949 $495K
High Point Wealth Management, LLC 0.49% Add +0.1% 1,944 $493K
Orcam Financial Group 0.35% Reduce -12.6% 1,933 $490K
Willow Financial LLC 0.50% Add +0.7% 1,926 $489K
Graetz Wealth LLC 0.44% Add +4.5% 1,923 $488K
Pacific Wealth Management 0.26% Reduce -13.7% 1,922 $488K
Fiduciary Financial Advisors 0.43% — 1,918 $487K
Integrated Wealthcare, LLC 0.41% Reduce -1.1% 1,908 $484K
George Kaiser Family Foundation 0.05% No change 1,908 $484K
Prescott Group Capital Management, L.L.C. 0.05% No change 1,908 $484K
Envision Financial Planning, LLC 0.18% Add +1.8% 1,907 $484K
Intrinsic Value Partners, LLC 0.37% No change 1,903 $483K
Wilsey Asset Management Inc. 0.08% No change 1,896 $481K
Coerente Capital Management 0.09% Reduce -4.5% 1,895 $481K
OakTrust Wealth Advisors, LLC 0.44% Reduce -2.5% 1,884 $478K
Brooktree Capital Management 0.38% Reduce -13.5% 1,882 $478K
Turning Point Benefit Group, Inc. 0.30% Add +8.6% 2,029 $477K
Twin City Private Wealth, LLC 0.36% Reduce -0.2% 1,879 $477K
Demming Financial Services Corp. 0.34% Reduce -9.0% 1,872 $475K
Dean, Jacobson Financial Services, LLC 0.29% Reduce -37.0% 1,871 $475K
Strategic Financial Group, LLC 0.49% — 1,871 $475K
Legacy Advisory Services, LLC 0.36% New 1,864 $473K
Jacobson & Schmitt Advisors, LLC 0.09% No change 1,848 $469K
American Wealth Advisors, LLC 0.49% Add +0.1% 1,841 $467K
SigFig Wealth Management, LLC 0.01% Add +0.4% 1,838 $467K
Ironwood Investment Management LLC 0.19% No change 1,836 $466K
Luminvest Wealth Management LLC 0.12% Add +4.2% 1,770 $462K
IFS Advisors, LLC 0.24% Add +2.7% 1,816 $461K
Financial Counselors Inc. 0.65% Reduce -4.5% 1,814 $460K
Axim Planning & Wealth 0.56% Reduce -22.6% 1,809 $459K
Calder Financial LLC 0.45% Reduce -22.4% 1,791 $458K
AREX Capital Management, LP 0.75% New 1,800 $457K
Sound Portfolio Advisors, LLC 0.37% Reduce -2.2% 1,799 $457K
Crown Oak Advisors, LLC 0.23% No change 1,785 $453K
Boyer Financial Services, Inc. 0.48% Reduce -27.5% 1,780 $452K
Triune Financial Partners, LLC 0.11% Add +0.1% 1,772 $450K
Fairman Group, LLC 0.38% Reduce -9.7% 1,770 $449K
Larry Mathis Financial Planning, LLC 0.40% Add +1.3% 1,770 $449K
Paller Financial Services Inc 0.37% No change 1,767 $448K
Sageworth Trust Co of South Dakota 0.35% New 1,766 $448K
AdvisorShares Investments LLC 0.08% No change 1,763 $447K
Kickstand Ventures, Llc. 0.09% Add +5.5% 1,762 $447K
Financial Life Advisors 0.14% Reduce -8.7% 1,757 $446K
GEN Financial Management, INC. 0.28% Add +31.6% 1,756 $446K
October Effect Ltd 0.51% No change 1,755 $445K
Rachor Investment Advisory Services, LLC 0.23% Add +0.2% 1,750 $444K
Family Legacy Financial Solutions, LLC 0.36% Reduce -35.7% 1,736 $444K
Providence Financial Advisors, LLC 0.25% Add +86.8% 1,747 $443K
Round Hill Asset Management 0.29% Reduce -1.4% 1,747 $443K
Cultivar Capital, Inc. 0.28% Reduce -7.3% 1,743 $442K
Richardson Capital Management LLC 0.21% Add +103.4% 1,743 $442K
AF Advisors, Inc. 0.24% Add +0.1% 1,742 $442K
DORVAL Corp 0.14% No change 1,739 $441K
Sumitomo Mitsui Financial Group, Inc. 0.01% Reduce -24.8% 1,735 $440K
TrustWell Financial Advisors, LLC 0.41% Add +62.6% 1,732 $440K
Sovereign Investment Advisors, LLC 0.09% New 1,731 $439K
RCW Management, LLC 0.45% Add +0.1% 1,730 $439K
Ghe, LLC 0.18% Add +7.3% 1,723 $437K
Lighthouse Investment Partners, LLC 0.02% New 1,719 $436K
Oregon Pacific Wealth Management, LLC 0.45% No change 1,718 $436K
Thor Investment Management Inc. /Oh/ 0.23% Reduce -12.4% 1,717 $436K
OxenFree Capital LLC 0.21% Add +19.8% 1,633 $435K
VanWeelden Wealth Management, LLC 0.35% No change 1,713 $435K
William B. Walkup & Associates, Inc. 0.26% Reduce -0.9% 1,953 $434K
Lountzis Asset Management, LLC 0.16% No change 1,709 $434K
Bristlecone Value Partners, LLC 0.38% New 1,701 $432K
Hippocratic Financial Advisors, LLC 0.19% Add +16.6% 1,698 $431K
Davies Financial Advisors, Inc. 3.95% Reduce -86.1% 1,698 $431K
Client First Capital LLC 0.19% Reduce -1.7% 1,697 $431K
Rochester Wealth Strategies, LLC 0.26% Add +1.1% 1,685 $428K
Sunrise Financial Services, LLC 0.30% Reduce -4.7% 1,682 $427K
BancFirst Trust & Investment Management 0.19% Reduce -14.9% 1,728 $426K
Buska Wealth Management, LLC 0.17% Reduce -10.0% 1,675 $425K
Ted Buchan & Co 0.15% Add +7.0% 1,661 $422K
Perissos Private Wealth Management, LLC 0.37% Add +100.4% 1,661 $421K
Strategent Financial, LLC 0.29% No change 1,658 $421K
Arbor Wealth Advisors LLC 0.30% No change 1,657 $421K
Palladiem, LLC 0.40% No change 1,596 $416K
Fund Evaluation Group, LLC 0.01% Add +2.5% 1,635 $415K
Value Partners Investments Inc. 0.03% Reduce -55.6% 1,631 $414K
Yardley Wealth Management LLC 0.21% Add +0.1% 1,622 $412K
J2 Capital Management Inc 0.28% Add +1.0% 1,617 $410K
Letson Investment Management, Inc. 0.16% No change 1,612 $409K
Weybosset Research & Management LLC 0.12% Add +1.3% 1,611 $409K
Bear Mountain Capital, Inc. 0.12% Reduce -5.5% 1,487 $406K
January Capital Advisors LLC 0.55% — 1,600 $406K
Wise Wealth Partners 0.55% Reduce -8.3% 1,598 $406K
Ramiah Investment Group 0.35% Add +7.3% 1,591 $404K
Breakwater Investment Management 0.15% No change 1,584 $402K
FIDELIS iM, LLC 0.15% Reduce -59.5% 1,577 $400K
Kirr Marbach & Co. LLC 0.07% No change 1,572 $399K
ArborFi Advisors, LLC 0.32% No change 1,563 $397K
Uptown Financial Advisors LLC 0.32% No change 1,562 $397K
Northwest Financial Advisors 0.76% Reduce -39.2% 1,558 $395K
Stage Harbor Financial, LLC 0.26% Reduce -10.5% 1,543 $392K
Significant Wealth Partners LLC 0.48% Reduce -0.5% 1,541 $391K
Moller Wealth Partners 0.08% Add +8.4% 1,538 $390K
Beacon Capital Management, Inc. 0.02% No change 1,537 $390K
Frontier Asset Management, LLC 0.08% Add +10.7% 1,533 $389K
Acute Investment Advisory, LLC 4.36% Reduce -0.2% 1,532 $389K
Vannoy Advisory Group, Inc. 0.25% No change 1,532 $389K
Penbrook Management LLC 0.29% No change 1,529 $388K
Meixler Investment Management, Ltd. 0.21% Add +13.2% 1,514 $387K
Lee, Kelleher & Klein Wealth Management 0.23% Reduce -1.9% 1,526 $387K
McCartney Wealth Management LLC 0.33% No change 1,524 $387K
Hillcrest Wealth Advisors - NY, LLC 0.16% No change 1,511 $383K
Family CFO Inc 0.17% No change 1,507 $382K
Scholtz & Company, LLC 0.20% Reduce -11.3% 1,505 $382K
Citadel Investment Advisory, Inc. 0.18% No change 1,500 $381K
Financial Architects, LLC 0.20% Reduce -16.0% 1,500 $381K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.06% No change 1,500 $381K
Geneva Partners, LLC 0.18% Add +0.7% 1,495 $379K
Portland Financial Advisors Inc 0.79% No change 1,494 $379K
Sachem Hill LLC 0.07% Add +6.8% 1,484 $377K
Summerhill Capital Management lnc. 0.33% New 1,483 $376K
Diversified Investment Strategies, LLC 0.24% Reduce -4.8% 1,480 $376K
Perspective Wealth Advisors LLC 0.24% Add +32.4% 1,478 $375K
Broadhurst Jeffrey B 0.38% Add +1.1% 1,473 $374K
Fidelis Wealth Advisors LLC 0.54% Add +45.3% 1,459 $370K
Hemming& Wealth Management, Inc. 0.26% Reduce -17.1% 1,453 $369K
Avalon Advisory Group 0.15% No change 1,452 $369K
MQS Management LLC 0.25% New 1,447 $367K
Seaview Investment Managers LLC 0.13% No change 1,447 $367K
Fortitude Financial, LLC 0.19% No change 1,445 $367K
NFC Investments, LLC 0.10% Reduce -30.8% 1,440 $366K
ESL Trust Services, LLC 0.07% Reduce -1.7% 1,435 $364K
Ballast Financial Advisors LLC 0.37% Add +2.7% 1,428 $363K
Brighton Securities Corp. 0.17% Add +52.8% 1,424 $361K
Horizon Advisory Services, Inc. 0.19% Reduce -5.1% 1,423 $361K
ABS Direct Equity Fund LLC 0.28% New 1,300 $360K
R.m.sincerbeaux Capital Management LLC 0.21% No change 1,414 $359K
Reicon Wealth Advisors, LLC 0.28% New 1,413 $359K
Ironsides Asset Advisors, LLC 0.09% Reduce -0.6% 1,411 $358K
Asset Planning Services Inc. /La/ 0.16% Add +0.1% 1,411 $358K
Sacks & Associates, LLC 0.26% Reduce -1.6% 1,398 $355K
Sharpepoint LLC 0.21% Add +0.1% 1,397 $355K
Amicus Financial Advisors, LLC 0.10% Reduce -8.7% 1,397 $354K
Burrus Financial Services, Inc. 0.16% New 1,387 $352K
Rezny Wealth Management, Inc. 0.08% Reduce -85.8% 1,376 $349K
Marathon Strategic Advisors, LLC 0.25% Add +7.0% 1,373 $348K
Revere Asset Management, Inc 0.18% Reduce -23.8% 1,373 $348K
Retirement Management Systems Inc. 0.08% Add +6.4% 1,371 $348K
Chesapeake Capital Corp. 0.25% Add +52.0% 1,365 $346K
American Alpha Advisors, LLC 0.20% Add +18.6% 1,365 $346K
SageOak Financial, LLC 0.24% New 1,361 $345K
Amara Financial, Llc. 0.24% Reduce -11.6% 1,356 $344K
Kings Path Partners LLC 0.12% Reduce -5.5% 1,352 $343K
Templeton & Phillips Capital Management, LLC 0.28% No change 1,340 $340K
Interactive Financial Advisors, Inc. 0.22% Add +27.3% 1,338 $340K
Alexander Randolph Advisory, Inc. 0.29% No change 1,336 $339K
Conestoga Capital Advisors, LLC 0.01% No change 1,335 $339K
Thornburg Investment Management Inc. 0.00% No change 1,329 $337K
IFG Advisory, LLC 0.97% Reduce -99.2% 1,327 $337K
Roberts Financial Services LLC 0.11% Reduce -6.0% 1,325 $336K
Reality Financial Planning Services, LLC 0.32% No change 1,325 $336K
Frankly Finances, LLC 0.30% No change 1,323 $336K
Woodside Wealth Management LLC 0.26% Reduce -7.8% 1,321 $335K
Sims Investment Management, LLC 0.12% Reduce -56.2% 1,288 $332K
Red Spruce Capital, LLC 0.14% Reduce -5.8% 1,305 $331K
Tme Financial, Inc. 0.23% Reduce -11.7% 1,302 $330K
Blueline Advisors LLC 0.26% Reduce -12.3% 1,301 $330K
Petra Financial Advisors Inc. 0.20% Reduce -57.8% 1,300 $330K
Point Nemo Capital, LLC 0.22% Reduce -4.1% 1,299 $330K
Approach Retirement Advisors, LLC 0.27% Add +6.0% 1,298 $329K
Sciencast Management LP 0.04% Add +4.4% 1,292 $328K
North Ridge Wealth Advisors, Inc. 0.18% Reduce -9.7% 1,280 $325K
Samjo Management, LLC 0.14% No change 1,280 $325K
1492 Capital Management LLC 0.12% Reduce -1.4% 1,280 $325K
Kitching Partners, LLC 0.30% Reduce -22.1% 1,278 $324K
Miller Global Investments, LLC 0.30% Add +172.2% 1,274 $323K
MilWealth Group LLC 0.08% No change 1,271 $323K
Lockerman Financial Group, Inc. 0.57% Reduce -2.6% 1,257 $319K
Summit Investment Advisory Services, LLC 0.12% Reduce -13.6% 1,247 $316K
rebel Financial LLC 0.14% Add +0.6% 1,244 $316K
Mills Wealth Advisors LLC 0.11% Add +7.7% 1,243 $316K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.77% Reduce -52.3% 1,236 $314K
Portfolio Resources Advisor Group, Inc. 0.31% Reduce -5.6% 1,215 $308K
Bull Oak Capital, LLC 0.12% No change 1,213 $308K
Safir Wealth Advisors, LLC 0.22% No change 1,200 $305K
Salus Financial Advisors, LLC 0.18% Reduce -4.4% 1,199 $304K
Brookmont Capital Management 0.17% Reduce -10.1% 1,196 $303K
Protective Life Corp. 1.01% New 1,195 $303K
Hanover Advisors Inc. 0.12% No change 1,195 $303K
LBJ Family Wealth Advisors, Ltd. 0.18% No change 1,218 $300K
Schaeffer Financial LLC 0.25% No change 1,181 $300K
BFI Wealth Solutions, LLC 0.29% Add +0.3% 1,170 $299K
Perbak Capital Partners LLP 0.07% New 1,170 $297K
Pura Vida Investments, LLC 1.99% No change 1,165 $296K
Allodium Investment Consultants, LLC 0.14% No change 1,165 $296K
Mirabella Financial Services LLP 0.03% New 1,164 $295K
EntryPoint Capital, LLC 0.09% New 1,162 $295K
S. R. Schill & Associates 0.20% Add +44.1% 1,151 $292K
ETF Store, Inc. 0.28% Add +8.4% 1,151 $292K
Israel Discount Bank of New York 0.64% Reduce -10.2% 1,148 $291K
iSAM Funds (UK) Ltd 0.14% Reduce -74.4% 1,143 $290K
Pandowealth. LLC 0.25% Reduce -32.7% 1,135 $288K
Eq Wealth Advisors, LLC 0.17% Reduce -5.0% 1,130 $287K
Midwest Heritage Bank, FSB 0.09% No change 1,125 $286K
Marathon Trading Investment Management LLC 0.09% Reduce -99.5% 1,123 $285K
Cygnus Capital Advisors, LLC 0.19% No change 1,120 $284K
Optiver Holding B.V. 0.01% Reduce -99.8% 1,118 $284K
Melone Private Wealth, LLC 0.11% New 1,108 $281K
Cornerstone Management, Inc. 0.04% Reduce -1.3% 1,107 $281K
Strategic Advocates LLC 1.24% Reduce -96.8% 1,105 $280K
Granger Management LLC 0.08% Add +0.1% 1,101 $279K
Catherine Avery Investment Management LLC 0.12% Reduce -27.1% 1,100 $279K
Kastel Capital Advisors, LLC 0.17% No change 1,024 $278K
MKD Wealth Coaches, LLC 0.27% Add +4.3% 1,095 $278K
Applied Capital LLC 0.10% Reduce -7.4% 1,094 $278K
Capital Wealth Alliance, LLC 0.13% Add +2.0% 1,091 $277K
Luminist Capital LLC 0.37% Reduce -14.9% 1,086 $276K
Moneywise, Inc. 0.12% Reduce -4.9% 1,083 $275K
E&R Wealth Management, LLC 0.27% No change 1,076 $273K
Allstreet Capital Advisors LLC 0.20% No change 1,076 $273K
Advantage Trust Co 0.12% No change 1,075 $273K
LGL Partners, LLC 0.11% Add +0.1% 1,073 $272K
Destiny Capital Corp 0.14% Add +1.6% 1,071 $272K
Crosspoint Financial, LLC 0.67% Reduce -45.1% 1,058 $268K
Gator Capital Management, LLC 0.06% Add +0.4% 1,056 $268K
LCW Services, LLC 0.13% No change 1,047 $266K
Managed Asset Portfolios, LLC 0.03% Add +8.1% 1,047 $266K
Capstone Capital Management Ltd 0.26% Reduce -64.5% 1,036 $263K
Compass Financial Group, Inc. 0.12% No change 1,036 $263K
Plus Group Wealth Advisors LLC 0.29% Add +5.0% 1,033 $262K
JHP Wealth Management, LLC 0.25% Reduce -10.7% 1,031 $262K
Liberty Atlantic Advisors LLC 0.22% Reduce -61.4% 1,028 $261K
HFM Investment Advisors, LLC 0.10% Reduce -7.2% 1,022 $259K
Nixon Capital, LLC 0.09% No change 1,019 $259K
Compass Financial Group, Inc. (Ohio) 0.19% Add +4.0% 1,014 $257K
Stuart Investment Advisors, Inc. 0.11% Add +0.1% 1,009 $256K
Aventus Investment Advisors, Inc. 0.22% Reduce -78.3% 1,008 $256K
Journey Beyond Wealth, LLC 0.22% Reduce -2.5% 1,008 $256K
Legacy Wealth Management, LLC 0.01% Reduce -18.7% 1,007 $256K
Colrain Capital LLC 0.10% Reduce -9.1% 1,000 $254K
BCO Wealth Management LLC 0.15% No change 998 $253K
Cardinal Capital Management, Inc. 0.01% No change 997 $253K
Ciovacco Capital Management LLC 0.15% No change 994 $252K
Disciplined Growth Investors Inc. 0.01% Reduce -35.4% 992 $252K
Cassilly Financial Group LLC 0.22% Add +11.2% 990 $251K
Bullseye Investment Management, LLC 0.13% No change 983 $249K
Guardian Wealth Management, LLC 0.08% Reduce -0.7% 978 $248K
P.A.W. Capital Corp. 0.20% New 975 $247K
Mann Financial Group, Inc. 0.23% No change 972 $247K
Oakmont Advisory Group, LLC 0.25% Add +12.2% 967 $245K
Chartist Inc. 0.18% Reduce -5.4% 963 $244K
Ruane, Cunniff & Goldfarb L.P. 0.00% Add +7.9% 961 $244K
Brown Capital Management LLC 0.03% No change 952 $242K
Capital Management Corp. 0.04% No change 950 $241K
BCU Wealth Advisors, LLC 0.09% No change 950 $241K
Aurelius Family Office LLC 0.10% No change 950 $241K
River's Edge Wealth Management, LLC 0.22% Add +1.5% 884 $240K
Sterling Investment Advisors LLC 0.11% Add +0.4% 940 $239K
St. Louis Trust Co 0.03% No change 939 $238K
Platt Investment Counsel, LLC 0.18% Reduce -30.9% 935 $237K
Capstone Wealth Management, Inc. 0.20% Reduce -1.2% 914 $237K
Arlington Partners LLC 0.47% New 934 $237K
Castellan Group 0.03% Reduce -96.2% 930 $236K
Peirce Capital Management, LLC 0.09% No change 929 $236K
SWF LLC 0.02% Add +3.1% 923 $234K
Causeway Capital Management LLC 0.00% Add +2.8% 923 $234K
Midwest Financial Network, LLC 0.19% Add +1.8% 921 $234K
Torren Management, LLC 0.12% Reduce -78.8% 918 $233K
Zeit Capital LLC 0.15% New 910 $231K
Sage Financial Group Inc. 0.01% Reduce -4.2% 907 $230K
Van Den Berg Management I, Inc. 0.05% New 904 $229K
Evergreen Wealth Management, LLC 0.12% Reduce -0.8% 902 $229K
BFI Infinity Ltd. 0.13% Reduce -26.8% 900 $228K
Retiremitten Financial LLC 0.11% — 887 $225K
Sherwood Financial Partners, LLC 0.20% No change 883 $224K
Access Investment Management LLC 0.06% Reduce -19.4% 865 $220K
Members Advisory Group LLC 0.08% Reduce -9.5% 865 $219K
Patton Fund Management, Inc. 0.04% Add +10.2% 862 $219K
Bontempo Ohly Capital Mgmt LLC 0.10% New 861 $219K
Life Planning Partners, Inc 0.17% No change 858 $218K
Towneley Capital Management, Inc / DE 0.05% New 856 $217K
Spectrum Financial Alliance Ltd LLC 0.04% Reduce -0.8% 850 $216K
Fidato Wealth LLC 0.14% Add +2.6% 832 $211K
New Dimensions Wealth Management, LLC 0.18% Reduce -4.5% 824 $209K
Williamson Legacy Group, LLC 0.16% New 822 $209K
Astoria Strategic Wealth, Inc. 0.05% No change 820 $208K
Grand Wealth Management, LLC 0.10% New 818 $208K
Bayshore Capital Advisors, LLC 0.09% No change 815 $207K
Axiom Financial Strategies, LLC 0.07% Reduce -19.0% 814 $207K
Corient IA LP 0.19% Reduce -19.0% 810 $206K
Upper Left Wealth Management, LLC 0.12% New 803 $204K
Board of the Pension Protection Fund 0.19% New 800 $203K
Bayforest Capital Ltd 0.23% New 797 $202K
Arbor Wealth Management LLC\AZ 0.20% Add +0.1% 797 $202K
Optimist Retirement Group LLC 0.09% No change 793 $201K
Midwest Capital Advisors, LLC 0.09% Add +18.7% 774 $196K
NorthAvenue LLC 0.16% No change 771 $196K
MJT & Associates Financial Advisory Group, Inc. 0.13% No change 717 $182K
Fiduciary Advisors, Inc. 0.13% No change 700 $178K
Basso Capital Management, L.P. 0.10% Add +96.9% 638 $162K
Dorato Capital Management 0.12% No change 603 $156K
Price Financial Group Wealth Management, Inc 2.56% New 568 $155K
Dixon Mitchell Investment Counsel Inc. 0.01% Reduce -99.7% 357 $148K
Collier Financial 0.11% No change 584 $148K
Networth Advisors, LLC 0.10% Reduce -0.9% 539 $137K
Mountain Hill Investment Partners Corp. 0.08% Reduce -52.7% 508 $129K
Quarry LP 0.03% Reduce -59.8% 506 $128K
Cordant, Inc. 0.05% No change 505 $128K
Titan Wealth (CI) Ltd 0.05% No change 491 $125K
Clarity Asset Management, Inc. 0.06% Reduce -1.8% 444 $113K
Glynn Capital Management LLC 0.05% Reduce -28.3% 430 $109K
10Elms LLP 0.07% Add +70.4% 414 $105K
Wormser Freres Gestion 0.07% No change 400 $104K
LM Advisors LLC 0.57% Reduce -10.3% 26,050 $103K
Morgan Dempsey Capital Management LLC 0.05% No change 400 $102K
Bard Associates Inc. 0.03% No change 400 $102K
Akuna Securities LLC 0.04% Add +11200.0% 339 $86K
Teachers Insurance & Annuity Association of America 0.10% Reduce -66.3% 330 $84K
Pillar Financial Advisors, LLC 0.05% Add +0.6% 322 $82K
Financially Speaking Inc 0.40% Reduce -3.9% 322 $82K
PayPay Securities Corp 2.69% Reduce -19.2% 295 $78K
Inspire Investing, LLC 0.00% Reduce -0.7% 278 $71K
Timmons Wealth Management, LLC 0.06% No change 252 $64K
Keystone Financial Group, Inc. 0.03% Reduce -74.1% 246 $62K
Conquis Financial LLC 0.05% No change 220 $60K
Disciplina Capital Management LLC 0.01% No change 236 $60K
Longfellow Investment Management Co. LLC 0.01% No change 105 $27K
Avenir Tech Ltd 0.00% No change 100 $25K
Park Square Financial Group, LLC 0.19% Reduce -58.2% 100 $25K
Drystone LLC 0.02% No change 98 $25K
CFG Wealth Management Services, Inc. 0.02% No change 70 $18K
Nexus Investment Management ULC 0.00% No change 60 $15K
KM Capital Management Ltd. 0.01% New 28 $8K
Vanguard Advisers Inc. 0.00% — 32 $8K
ROSS\JOHNSON & Associates LLC 0.07% Reduce -66.7% 16 $4K
Transce3nd, LLC 0.04% No change 16 $4K
Deane Retirement Strategies, Inc. 0.00% Reduce -99.9% 15 $4K
Capital Advisor Network LLC 0.00% — 10 $3K
Berkshire Capital Holdings Inc. 0.00% No change 10 $3K
Capco Asset Management, LLC 0.00% No change 4 $1K
Elequin Capital, LP 0.00% Reduce -100.0% 3 $761
PEAK6 LLC 0.00% Reduce -40.0% 3 $734
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -29.1% 5,543,816 $0

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