AppleAAPL

13F holders, Q2 2026 (June 30)
6,143holders +15
101new positions
90sold out
23famous investors
$288.90avg. 13F price*

At the end of Q2 2026, 6,143 institutions reported holding Apple Inc. (AAPL) in their 13F filings, up 15 from Q1 2026. 101 opened new positions and 90 sold out. The largest holders were BlackRock, Inc. ($336.5B), Vanguard Capital Management LLC ($277.5B) and State Street Corp. ($178.0B). 23 famous investors held it, including Duan Yongping (41.1% of H&H International Investment's portfolio), Warren Buffett (22.0% of Berkshire Hathaway's portfolio) and Ken Fisher (5.0% of Fisher Asset Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions101$1.5B
Exits90$3.5B

All 13F filers, Q1 2026 → Q2 2026: 266,895,913 shares bought and 256,528,003 shares sold, net +10,367,910 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6,143 holders

BlackRock, Inc. 5.02% Add +1.6% 1,162,996,939 $336.5B
Vanguard Capital Management LLC 5.93% Add +0.6% 959,107,911 $277.5B
State Street Corp. 5.27% Add +2.1% 615,129,929 $178.0B
Geode Capital Management, LLC 5.72% Add +0.7% 371,336,543 $107.2B
Vanguard Portfolio Management LLC 4.36% Add +0.8% 334,119,156 $96.7B
FMR LLC 4.10% Add +5.8% 325,348,754 $94.1B
Morgan Stanley 3.72% Reduce -0.8% 242,614,238 $70.2B
Berkshire Hathaway 22.04% No change 227,917,808 $66.0B
JPMorgan Chase & Co. 3.77% Reduce -1.2% 228,762,008 $64.5B
Norges Bank 5.50% — 190,726,866 $55.2B
Invesco Ltd. 4.31% Add +1.9% 187,965,529 $54.4B
T. Rowe Price Associates Inc. 4.64% Reduce -20.3% 159,811,362 $46.2B
Northern Trust Corp. 5.31% Reduce -0.9% 157,785,381 $45.7B
Bank of America Corp. 2.38% Add +5.9% 127,820,329 $37.0B
Goldman Sachs Group Inc. 3.39% Add +4.8% 111,744,105 $32.3B
Legal & General Group Plc 6.35% Reduce -2.7% 105,208,881 $30.4B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 5.48% Reduce -1.4% 104,001,309 $30.1B
Charles Schwab Investment Management Inc. 3.90% Reduce -0.9% 101,374,121 $29.3B
Bank of New York Mellon Corp 4.20% Reduce -4.0% 88,383,551 $25.6B
Vanguard Fiduciary Trust Co. 5.32% Reduce -0.9% 83,474,159 $24.2B
Nuveen, LLC 5.18% Reduce -4.6% 74,873,332 $21.7B
Amundi 4.94% Reduce -3.2% 70,758,208 $20.5B
Franklin Resources Inc. 4.41% Add +42.4% 69,201,134 $20.0B
Royal Bank of Canada 3.21% Reduce -2.3% 65,402,666 $18.9B
Wells Fargo & Company 3.02% Add +2.0% 59,910,539 $17.3B
Dimensional Fund Advisors LP 3.12% Add +1.6% 59,504,383 $17.2B
Wellington Management Group LLP 2.97% Reduce -8.6% 59,450,771 $17.2B
Capital Research Global Investors 2.41% Reduce -7.3% 59,393,712 $17.2B
Fisher Asset Management 4.96% Add +2.1% 57,610,104 $16.7B
UBS Group AG 2.38% Add +3.6% 51,802,076 $15.0B
Ameriprise Financial Inc. 3.02% Add +10.6% 51,325,640 $14.9B
Deutsche Bank AG 3.97% Add +1.4% 47,201,961 $13.7B
Swiss National Bank 6.26% Reduce -4.0% 41,407,648 $12.0B
Capital World Investors 1.36% Add +45.0% 39,344,907 $11.4B
HSBC Holdings PLC 5.31% Add +7.8% 38,131,656 $11.0B
Alliancebernstein L.P. 3.61% Add +0.8% 43,033,436 $10.9B
Capital International Investors 2.24% Add +2.6% 37,238,709 $10.8B
Mitsubishi UFJ Asset Management Co., Ltd. 5.87% Add +7.8% 36,594,139 $10.6B
Sumitomo Mitsui Trust Group, Inc. 5.50% Add +0.2% 33,282,687 $9.6B
Jennison Associates LLC 5.69% Reduce -2.4% 32,780,769 $9.5B
Vanguard Global Advisers, LLC 4.27% Reduce -1.4% 31,661,076 $9.2B
National Pension Service 5.88% Add +1.6% 31,517,924 $9.1B
Raymond James Financial Inc. 2.43% Add +2.6% 30,920,718 $8.9B
Massachusetts Financial Services Co. 2.84% Add +0.2% 30,364,165 $8.9B
Barclays PLC 2.79% Reduce -15.9% 30,484,239 $8.8B
Arrowstreet Capital, Limited Partnership 3.84% Add +53.7% 29,889,028 $8.6B
California Public Employees Retirement System 4.84% Reduce -21.4% 29,642,254 $8.6B
VANGUARD ASSET MANAGEMENT, Ltd 5.51% Add +12.5% 28,187,226 $8.2B
H&H International Investment 41.05% Reduce -6.4% 27,098,707 $7.8B
Bank of Montreal 2.84% Reduce -2.0% 26,736,492 $7.7B
Canada Pension Plan Investment Board 4.24% Add +2.9% 26,489,978 $7.7B
Citigroup Inc. 3.41% Add +13.6% 25,292,659 $7.3B
Rhumbline Advisers 5.47% Reduce -2.9% 25,077,756 $7.3B
LPL Financial LLC 1.58% Add +2.4% 24,255,694 $7.0B
State Farm Mutual Automobile Insurance Co. 4.63% Reduce -0.6% 23,361,177 $6.8B
SG Americas Securities, LLC 3.88% Add +232.5% 23,158,850 $6.7B
Nordea Investment Management AB 5.42% Add +1.5% 23,171,514 $6.6B
California State Teachers Retirement System 5.94% Add +0.0% 22,278,223 $6.4B
Principal Financial Group Inc. 3.05% Add +0.5% 21,451,663 $6.2B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 4.90% Reduce -0.1% 21,389,628 $6.2B
Schroder Investment Management Group 4.26% Add +4.1% 20,750,612 $6.0B
Swedbank AB 5.04% Add +4.0% 20,218,567 $5.9B
American Century Companies Inc. 2.45% Reduce -24.2% 19,112,405 $5.5B
PNC Financial Services Group, Inc. 2.70% Reduce -0.9% 18,799,774 $5.4B
Victory Capital Management Inc. 3.07% Add +0.2% 18,748,292 $5.4B
Jupiter Topco LLC 2.19% — 18,591,210 $5.4B
Mariner, LLC 5.43% Add +1.8% 18,017,024 $5.2B
Neuberger Berman Group LLC 3.35% Add +9.2% 17,364,966 $5.0B
AQR Capital Management 1.75% Add +20.3% 17,560,970 $5.0B
Aberdeen Group plc 6.86% Add +1.3% 16,875,873 $4.9B
Russell Investments Group, Ltd. 4.23% Add +6.2% 16,687,359 $4.8B
New York State Common Retirement Fund 6.00% Reduce -3.7% 16,444,386 $4.8B
Acadian Asset Management LLC 5.45% Add +3.5% 15,872,551 $4.6B
Assenagon Asset Management S.A. 5.79% Reduce -6.8% 15,411,716 $4.5B
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 4.39% Add +0.8% 15,014,568 $4.3B
Robeco Institutional Asset Management B.V. 5.23% Add +2.8% 14,715,259 $4.3B
Allianz Asset Management GmbH 3.90% Add +14.2% 14,544,356 $4.2B
Clearbridge Investments, LLC 3.41% Add +8.2% 14,212,249 $4.1B
Fayez Sarofim & Co 9.54% Add +1.1% 14,030,274 $4.1B
Quantinno Capital Management LP 4.86% Add +18.9% 13,982,463 $4.0B
Envestnet Asset Management Inc. 0.95% Add +4.9% 13,977,671 $4.0B
Aviva PLC 5.66% Add +0.5% 13,269,147 $3.8B
Prudential Financial Inc. 4.14% Reduce -1.1% 13,143,189 $3.8B
TD Asset Management Inc 3.28% Reduce -20.2% 13,070,012 $3.8B
Adage Capital Partners Gp, L.L.C. 5.28% Reduce -0.4% 12,992,154 $3.8B
National Bank of Canada 3.26% Reduce -28.5% 12,865,989 $3.7B
Voya Investment Management LLC 3.65% Reduce -19.4% 12,685,025 $3.7B
CIBC Bancorp USA Inc. 4.46% Reduce -8.7% 12,434,859 $3.6B
Creative Planning 2.10% Add +2.3% 12,407,426 $3.6B
State Board of Administration of Florida Retirement System 5.93% Reduce -2.7% 12,353,067 $3.6B
CANADA LIFE ASSURANCE Co 5.50% Reduce -0.8% 11,954,682 $3.5B
Bessemer Group Inc. 4.74% Reduce -0.2% 11,904,025 $3.4B
Ensign Peak Advisors, Inc 5.62% Add +0.8% 11,804,995 $3.4B
Natixis Advisors, LLC 3.83% Add +8.5% 11,766,109 $3.4B
Circle Wealth Management, LLC 42.18% Reduce -2.9% 11,601,822 $3.4B
FIL Ltd 2.39% Add +13.9% 11,500,991 $3.3B
HighTower Advisors, LLC 3.19% Reduce -2.6% 11,467,783 $3.3B
New York State Teachers Retirement System 6.06% Reduce -4.8% 11,348,392 $3.3B
Danske Bank A/S 6.39% Reduce -3.7% 11,069,967 $3.2B
Stifel Financial Corp. 2.65% Reduce -0.3% 11,015,826 $3.2B
Universal- Beteiligungs- und Servicegesellschaft mbH 4.90% Reduce -2.3% 10,936,561 $3.1B
BNP Paribas Financial Markets 1.65% Reduce -7.4% 10,796,101 $3.1B
Sanders Capital, LLC 3.05% Reduce -3.1% 10,528,191 $3.0B
Korea Investment CORP 5.69% Reduce -3.7% 10,363,583 $3.0B
Royal London Asset Management Ltd. 5.51% Add +3.6% 10,335,156 $3.0B
Manufacturers Life Insurance Company, The 2.35% Reduce -9.6% 10,302,563 $3.0B
Baird Financial Group, Inc. 4.04% Add +1.6% 10,163,392 $2.9B
Corient Private Wealth LP 4.06% Reduce -2.1% 10,200,127 $2.9B
US Bancorp \de 3.18% Reduce -0.7% 10,064,743 $2.9B
Focus Partners Wealth 2.96% Reduce -0.2% 10,016,436 $2.9B
Cerity Partners LLC 3.38% Add +2.6% 9,612,893 $2.8B
DekaBank Deutsche Girozentrale 4.65% Add +0.0% 10,885,083 $2.8B
Caisse de depot et placement du Quebec 3.85% Reduce -15.8% 9,333,869 $2.7B
Zurcher Kantonalbank (Zurich Cantonalbank) 5.14% Reduce -0.8% 9,266,512 $2.7B
Jones Financial Companies LLLP 1.06% Add +10.8% 9,337,818 $2.7B
Marshall Wace, LLP 2.23% Add +8.4% 9,084,303 $2.6B
Fifth Third Bancorp 4.20% Reduce -2.3% 8,953,299 $2.6B
PFA Pension, Forsikringsaktieselskab 6.54% Add +3.2% 8,905,195 $2.6B
Mackenzie Financial Corp. 2.57% Reduce -7.8% 8,875,771 $2.6B
Chevy Chase Trust Holdings, LLC 6.61% Reduce -1.4% 8,858,856 $2.6B
Pictet Asset Management Holding SA 2.42% Reduce -3.4% 8,751,626 $2.5B
Osaic Holdings, Inc. 2.97% Add +8.1% 8,726,238 $2.5B
Commonwealth Equity Services, LLC 3.10% Reduce -4.8% 8,527,911 $2.5B
Sei Investments Co. 2.16% Reduce -24.9% 8,447,488 $2.4B
KBC Group NV 5.20% Reduce -8.9% 8,322,700 $2.4B
Storebrand Asset Management As 5.93% Add +3.3% 8,317,573 $2.4B
Daiwa Securities Group Inc. 5.35% Add +12.6% 8,151,914 $2.4B
Lazard Asset Management LLC 3.57% Reduce -1.2% 8,138,484 $2.4B
Captrust Financial Advisors 3.60% Add +4.3% 8,124,407 $2.4B
Mirae Asset Global Investments Co., Ltd. 4.34% Add +4.7% 7,855,520 $2.3B
State of Wisconsin Investment Board 4.57% Reduce -0.9% 7,830,625 $2.3B
Mitsubishi UFJ Trust & Banking Corp 4.95% Add +3.8% 7,819,041 $2.3B
ProShare Advisors LLC 3.17% Reduce -17.9% 7,583,023 $2.2B
Vanguard Investments Australia, Ltd. 5.41% Add +2.5% 7,506,247 $2.2B
T. Rowe Price Investment Management, Inc. 1.42% Reduce -52.1% 7,502,442 $2.2B
Bank of Nova Scotia 3.33% Reduce -32.7% 7,477,651 $2.2B
Cetera Investment Advisers 1.94% Add +4.2% 7,346,095 $2.1B
Citadel Advisors 1.23% Add +39.9% 7,296,076 $2.1B
Rockefeller Capital Management L.P. 3.14% Add +5.9% 7,078,849 $2.0B
Mercer Global Advisors Inc. 2.50% Add +4.8% 6,988,551 $2.0B
Nomura Asset Management Co. Ltd. 4.29% Reduce -2.2% 6,925,764 $2.0B
Handelsbanken Fonder AB 5.70% Reduce -3.3% 6,910,385 $2.0B
Panagora Asset Management Inc. 6.13% Add +9.4% 6,906,726 $2.0B
Truist Financial Corp. 2.38% Add +0.2% 6,875,531 $2.0B
GMO 4.47% Reduce -1.3% 6,848,782 $2.0B
Eurizon Capital SGR S.p.A. 5.26% Add +5.3% 6,813,812 $2.0B
Treasurer of the State of North Carolina 5.05% Reduce -0.1% 6,775,147 $2.0B
Nomura Asset Management International Inc. 2.94% Add +28.5% 6,734,439 $1.9B
Asset Management One Co., Ltd. 4.98% Add +2.0% 6,707,060 $1.9B
Public Employees Retirement Association of Colorado 6.67% Reduce -1.4% 6,677,483 $1.9B
KLP Kapitalforvaltning As 6.17% Add +7.4% 6,616,324 $1.9B
Man Group plc 3.55% Add +10.2% 6,606,605 $1.9B
Wealth Enhancement Advisory Services, LLC 3.14% Add +15.3% 6,393,572 $1.9B
APG Asset Management N.V. 4.59% Add +25.2% 7,377,107 $1.9B
Susquehanna International Group, LLP 1.65% Add +66.7% 6,426,000 $1.9B
Toronto Dominion Bank 3.02% Add +16.9% 6,226,250 $1.8B
AustralianSuper Pty Ltd 7.75% Add +2.5% 6,185,595 $1.8B
Credit Agricole S A 4.52% Reduce -5.8% 6,162,978 $1.8B
Federated Hermes, Inc. 2.55% Add +33.0% 6,133,414 $1.8B
Menora Mivtachim Holdings LTD. 6.62% Add +0.0% 5,859,736 $1.7B
Public Employees Retirement System of Ohio 4.98% Reduce -5.7% 5,851,269 $1.7B
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.03% Reduce -3.3% 5,853,299 $1.7B
First Trust Advisors LP 0.99% Add +11.9% 5,833,307 $1.7B
Blair William & Co. 4.32% Reduce -3.4% 5,731,525 $1.7B
Bank Julius Baer & Co. Ltd, Zurich 4.23% Add +2.2% 5,665,114 $1.6B
D. E. Shaw & Co. 1.07% Reduce -19.8% 5,603,656 $1.6B
NEOS Investment Management LLC 5.90% Add +8.3% 5,529,231 $1.6B
King Luther Capital Management Corp. 6.60% Reduce -1.6% 5,515,276 $1.6B
Los Angeles Capital Management LLC 5.86% Reduce -23.8% 5,506,651 $1.6B
Worldquant Millennium Advisors LLC 5.40% Reduce -9.7% 5,439,653 $1.6B
Nykredit A/S 5.94% — 5,339,801 $1.5B
Teacher Retirement System of Texas 4.10% Add +13.3% 5,278,393 $1.5B
Retirement Systems of Alabama 4.51% Reduce -0.3% 5,179,441 $1.5B
Allspring Global Investments Holdings, LLC 2.27% Add +41.0% 5,036,332 $1.5B
State of Tennessee, Department of Treasury 4.37% Reduce -0.5% 5,078,446 $1.5B
Healthcare of Ontario Pension Plan Trust Fund 2.10% Reduce -33.9% 5,061,327 $1.5B
CIBC Asset Management Inc 3.21% Reduce -3.1% 5,060,516 $1.5B
Fred Alger Management, LLC 4.86% Add +8.7% 5,042,160 $1.5B
SEB Asset Management AB 5.44% Add +0.2% 4,994,409 $1.4B
1832 Asset Management L.P. 1.76% Reduce -2.1% 4,967,048 $1.4B
Janney Montgomery Scott LLC 2.78% Add +3.4% 4,956,780 $1.4B
First Manhattan Co. Llc. 3.64% Reduce -1.6% 4,935,720 $1.4B
Ninety One UK Ltd 3.17% Reduce -3.2% 4,900,383 $1.4B
Winslow Capital Management, LLC 4.86% Reduce -47.3% 4,877,656 $1.4B
STRS Ohio 5.27% Reduce -3.7% 4,861,928 $1.4B
DNB Asset Management AS 3.90% Add +0.0% 4,808,315 $1.4B
Tredje AP-fonden 6.25% Add +10.0% 4,769,889 $1.4B
Thrivent Financial for Lutherans 2.36% Reduce -6.0% 4,752,770 $1.4B
State of New Jersey Common Pension Fund D 4.69% Reduce -5.5% 4,747,977 $1.4B
Lansforsakringar Fondforvaltning AB (publ) 6.14% Reduce -1.7% 4,740,533 $1.4B
Keybank National Association 4.46% Reduce -3.0% 4,684,348 $1.4B
Public Sector Pension Investment Board 3.49% Reduce -0.5% 4,593,157 $1.3B
M&T Bank Corp 3.89% Reduce -2.3% 4,589,772 $1.3B
Swiss Life Asset Management Ltd 5.50% Add +5.0% 4,489,649 $1.3B
Cambridge Investment Research Advisors, Inc. 2.83% Reduce -0.5% 4,362,491 $1.3B
Cardano Risk Management B.V. 9.68% Reduce -1.0% 4,345,511 $1.3B
UniSuper Management Pty Ltd 6.48% Add +8.5% 4,333,567 $1.3B
TD Waterhouse Canada Inc. 3.29% Add +1.0% 4,248,696 $1.3B
Parnassus Investments, LLC 3.34% Reduce -7.6% 4,318,250 $1.2B
Life Cycle Investment Partners Ltd 5.77% Add +19.9% 4,279,229 $1.2B
Commerce Bank 5.43% Reduce -1.1% 4,274,243 $1.2B
Resona Asset Management Co.,Ltd. 5.69% Reduce -7.4% 4,213,121 $1.2B
Czech National Bank 6.59% Add +4.6% 4,180,584 $1.2B
Two Sigma Investments, LP 0.95% Reduce -29.7% 4,176,413 $1.2B
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 5.73% Add +1.4% 4,147,208 $1.2B
Everett Harris & Co. 14.56% Reduce -0.6% 4,086,992 $1.2B
Arizona State Retirement System 5.93% Add +1.2% 4,073,733 $1.2B
Brown Advisory Inc. 1.81% Add +0.5% 4,033,311 $1.2B
O'shaughnessy Asset Management, LLC 5.41% Add +12.7% 4,011,581 $1.2B
Performance Wealth Partners, LLC 28.26% Add +0.2% 3,933,000 $1.1B
Jane Street Group, LLC 0.73% Add +515.6% 3,931,686 $1.1B
Calamos Advisors LLC 5.84% Reduce -17.9% 3,925,539 $1.1B
Nisa Investment Advisors, LLC 3.48% Reduce -3.2% 3,852,360 $1.1B
State of Michigan Retirement System 4.91% Reduce -1.8% 3,830,399 $1.1B
Lido Advisors, LLC 3.96% Reduce -1.0% 3,803,588 $1.1B
Clear Street Group Inc. 3.45% Reduce -0.1% 3,764,485 $1.1B
Connor, Clark & Lunn Investment Management Ltd. 2.01% Add +21.6% 3,675,441 $1.1B
MetLife Investment Management, LLC 4.80% Reduce -7.8% 3,664,077 $1.1B
Qube Research & Technologies Ltd 1.17% Reduce -34.1% 3,645,083 $1.1B
Jacobs Levy Equity Management, Inc. 3.79% Reduce -20.0% 3,639,688 $1.1B
Candriam S.C.A. 4.75% Add +3.7% 3,632,097 $1.0B
Capital Wealth Planning, LLC 5.17% Add +0.6% 3,575,732 $1.0B
Northwestern Mutual Wealth Management Co. 0.55% Reduce -2.8% 3,571,020 $1.0B
Xponance LLC 6.25% Reduce -12.9% 3,521,915 $1.0B
NewEdge Advisors, LLC 3.00% Add +3.5% 3,482,619 $1.0B
Rathbones Group PLC 3.64% Add +4.2% 3,416,441 $988.6M
Glenmede Trust Co. NA 4.35% Add +0.1% 3,404,852 $985.2M
Rafferty Asset Management, LLC 2.23% Add +60.7% 3,391,118 $981.3M
IFM Investors Pty Ltd 6.43% Add +11.1% 3,356,844 $971.3M
Cibc World Market Inc. 1.59% Reduce -6.9% 3,263,631 $944.4M
William Blair Investment Management, LLC 2.84% Reduce -32.3% 3,259,914 $943.3M
AMF Tjanstepension AB 5.59% No change 3,258,851 $943.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 5.61% Add +236.7% 3,245,235 $939.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 4.56% Reduce -5.1% 3,244,038 $938.7M
Nissay Asset Management Corp. /Japan 3.94% Reduce -0.3% 3,226,381 $933.6M
Scotia Capital Inc. 3.48% Reduce -1.8% 3,221,813 $932.3M
Flossbach Von Storch SE 4.21% Add +18.5% 3,214,624 $930.2M
Woodline Partners LP 2.87% Add +11.4% 3,205,348 $927.5M
EP Wealth Advisors, LLC 3.47% Add +36.6% 3,136,978 $907.7M
Vinva Investment Management Ltd 6.00% Add +54.1% 3,206,554 $903.2M
Assetmark, Inc. 1.54% Add +3.5% 3,088,319 $893.6M
MML Investors Services, LLC 1.82% Add +19.7% 3,077,675 $890.6M
Kestra Advisory Services, LLC 2.79% Reduce -5.6% 2,979,038 $862.0M
MAI Capital Management 3.27% Add +20.7% 2,971,008 $859.7M
&partners 3.52% Add +7.0% 2,974,072 $858.4M
Pathstone Holdings, LLC 2.48% Add +0.8% 2,933,907 $850.6M
Zurich Insurance Group Ltd 5.85% Reduce -3.5% 2,915,098 $843.5M
Macquarie Group Ltd. 3.63% Add +13.3% 2,906,412 $841.0M
Squarepoint Ops LLC 1.65% Add +8.5% 2,904,300 $840.4M
PensionDanmark Pensionsforsikringsaktieselskab 6.97% Add +1.0% 2,902,190 $839.8M
Gotham Asset Management 1.93% Reduce -0.4% 2,860,500 $827.7M
Federation des caisses Desjardins du Quebec 2.53% Add +24.8% 2,833,399 $819.8M
Tidal Investments LLC 1.98% Add +3.3% 2,821,493 $816.4M
Amalgamated Bank 5.62% Reduce -7.0% 2,811,845 $813.6M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 8.99% No change 2,800,000 $810.2M
Cincinnati Financial Corp. 15.47% No change 2,797,016 $809.3M
Brown Brothers Harriman & Co. 3.51% Add +2.3% 2,770,126 $801.6M
ING Groep NV 3.89% Add +3.9% 2,751,040 $796.0M
Harel Insurance Investments & Financial Services Ltd. 3.84% Add +17.1% 2,717,869 $786.4M
Gateway Investment Advisers LLC 7.69% Add +0.4% 2,692,457 $779.1M
BI Asset Management Fondsmaeglerselskab A/S 6.09% Add +27.8% 2,666,876 $768.0M
Alecta Tjanstepension Omsesidigt 3.23% No change 2,656,000 $767.8M
Capitolis Liquid Global Markets LLC 3.31% Reduce -20.4% 2,633,009 $761.9M
Natixis 3.61% Reduce -35.8% 2,632,533 $761.7M
QRG Capital Management, Inc. 6.16% Add +7.9% 2,596,345 $751.3M
Westfield Capital Management Co. LP 2.43% Reduce -17.9% 2,573,774 $744.7M
AE Wealth Management LLC 3.46% Add +6.0% 2,564,770 $742.1M
Fort Washington Investment Advisors Inc. 3.71% Reduce -3.5% 2,549,295 $737.7M
Varma Mutual Pension Insurance Co 3.81% Reduce -1.3% 2,484,883 $719.0M
Vanguard Personalized Indexing Management, LLC 5.86% Add +4.5% 2,468,212 $714.2M
B. Metzler seel. Sohn & Co. AG 6.15% Add +16.1% 2,459,559 $711.7M
Huntington National Bank 4.48% Add +2.4% 2,388,075 $691.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 4.73% Add +1.6% 2,368,177 $685.3M
Mediolanum International Funds Ltd 5.77% Reduce -0.2% 2,394,438 $674.6M
New York Life Investment Management LLC 4.69% Add +2.6% 2,319,660 $671.2M
Banco Santander, S.A. 4.16% Add +65.0% 2,313,583 $669.5M
Ieq Capital, LLC 3.09% Reduce -14.2% 2,313,582 $669.5M
USS Investment Management Ltd 2.63% Reduce -3.1% 2,309,849 $667.9M
Williams Jones Wealth Management, LLC. 7.47% Add +9.1% 2,289,143 $662.4M
Steward Partners Investment Advisory, LLC 3.36% Reduce -7.5% 2,273,278 $657.8M
Haverford Trust Co 5.66% Reduce -2.6% 2,265,185 $655.5M
Compagnie Lombard Odier SCmA 6.98% Add +2.8% 2,231,303 $645.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 3.99% Reduce -7.8% 2,201,017 $636.9M
London Co. of Virginia 3.63% Reduce -3.1% 2,199,195 $636.4M
Utah Retirement Systems 6.04% Reduce -6.3% 2,195,192 $635.2M
Banco Bilbao Vizcaya Argentaria, S.A. 3.93% Add +4.6% 2,183,517 $631.2M
Pinebridge Investments LLC 5.19% Reduce -14.1% 2,179,376 $630.6M
CI Investments Inc. 2.02% Reduce -6.9% 2,174,125 $629.1M
Police & Firemen's Retirement System of New Jersey 4.71% Reduce -2.2% 2,168,525 $627.5M
Beacon Pointe Advisors, LLC 2.90% Add +0.6% 2,155,331 $623.6M
Zacks Investment Management 4.41% Add +24.5% 2,142,489 $620.0M
ASR Vermogensbeheer N.V. 6.36% Reduce -0.3% 2,132,986 $617.1M
Employees Retirement System of Texas 5.70% Add +3.5% 2,116,984 $612.6M
Empower Advisory Group, LLC 1.45% Reduce -0.3% 2,096,561 $606.7M
Abn Amro Investment Solutions 5.12% Add +33.4% 2,042,718 $591.1M
Clark Capital Management Group, Inc. 3.20% Add +31.7% 2,029,475 $587.2M
AEGON ASSET MANAGEMENT UK Plc 6.26% Add +20.6% 2,028,498 $587.0M
Ilmarinen Mutual Pension Insurance Co 3.94% Add +6.9% 2,016,311 $583.4M
Sequoia Financial Advisors, LLC 2.86% Add +2.0% 1,978,445 $572.5M
Employees Provident Fund Board 3.26% Add +10.7% 1,961,691 $567.6M
Erste Asset Management GmbH 4.34% Add +5.6% 1,976,818 $558.6M
Andra AP-fonden 6.41% Reduce -11.6% 1,927,327 $557.7M
OMERS ADMINISTRATION Corp 3.33% Reduce -32.6% 1,923,152 $556.5M
OP Asset Management Ltd 5.87% Reduce -34.8% 1,903,737 $550.9M
Cresset Asset Management, LLC 2.01% Add +3.8% 1,903,005 $550.7M
Saturna Capital Corp. 6.66% Reduce -0.3% 1,774,020 $545.4M
Cullen/Frost Bankers, Inc. 5.37% Reduce -0.4% 1,882,904 $544.8M
Jupiter Asset Management Ltd. 2.70% Add +14.5% 1,877,668 $543.3M
Whittier Trust Co. 5.32% Add +0.8% 1,731,482 $541.4M
Private Advisor Group, LLC 2.47% Reduce -14.9% 1,864,685 $539.6M
Sarasin & Partners LLP 6.26% Add +0.4% 1,847,698 $534.6M
MUFG Securities EMEA plc 5.58% Add +46.0% 1,837,416 $531.7M
Aware Super Pty Ltd as trustee of Aware Super 7.50% Reduce -2.1% 1,829,755 $529.5M
Oregon Public Employees Retirement Fund 5.64% Add +7.4% 1,805,912 $522.6M
Teachers Retirement System of the State of Kentucky 3.54% Reduce -4.8% 1,798,007 $520.3M
State of Alaska, Department of Revenue 5.16% Reduce -3.3% 1,795,685 $519.6M
Johnson Investment Counsel Inc. 3.77% Reduce -2.8% 1,782,340 $515.7M
Alphinity Investment Management Pty Ltd 8.58% Add +39.4% 1,780,158 $515.1M
LGT Group Foundation 5.82% Add +5.3% 1,775,721 $513.8M
Allworth Financial LP 2.18% Reduce -7.1% 1,767,359 $511.4M
Primecap Management Co. 0.30% No change 1,760,880 $509.5M
Baillie Gifford & Co. 0.46% Add +152.9% 1,760,591 $509.4M
United Capital Financial Advisors, LLC 2.80% Reduce -0.5% 1,754,234 $507.6M
Mn Services Vermogensbeheer B.V. 3.79% Reduce -38.7% 1,750,426 $506.5M
Sustainable Growth Advisers, LP 4.96% Add +14.5% 1,747,382 $505.6M
Yarbrough Capital, LLC 15.11% No change 1,744,835 $504.9M
Factory Mutual Insurance Co. 4.67% Add +1.1% 1,718,721 $497.3M
ExodusPoint Capital Management, LP 4.57% Add +983.3% 1,705,273 $493.4M
Ofi Invest Asset Management 4.88% Reduce -23.9% 1,917,412 $488.4M
Great Lakes Advisors, LLC 3.69% Add +286.2% 1,676,079 $485.0M
Wealthfront Advisers LLC 0.93% Add +5.1% 1,667,085 $482.4M
HM Payson & Co. 6.39% Reduce -1.6% 1,665,510 $481.9M
Welch & Forbes LLC 5.85% Reduce -1.0% 1,662,845 $481.2M
Elo Mutual Pension Insurance Co 6.18% Add +4.8% 1,658,675 $480.0M
Vontobel Holding Ltd. 1.61% Reduce -12.2% 1,657,606 $479.6M
Bartlett & Co. Wealth Management LLC 5.98% Add +0.2% 1,651,943 $478.0M
Regions Financial Corp. 2.83% Add +0.1% 1,635,359 $473.2M
Ethic Inc. 5.83% Add +8.3% 1,616,480 $467.7M
Congress Asset Management Co. 2.87% Reduce -1.3% 1,609,746 $465.8M
Empowered Funds, LLC 2.45% Reduce -0.2% 1,607,892 $465.3M
HB Wealth Management, LLC 2.59% Add +0.5% 1,596,965 $462.1M
Lord, Abbett & Co. LLC 1.38% Reduce -19.8% 1,589,462 $459.9M
Mutual of America Capital Management LLC 4.47% Reduce -1.3% 1,587,153 $459.3M
Renaissance Technologies 0.63% Reduce -48.4% 1,586,526 $459.1M
Epoch Investment Partners, Inc. 2.59% Add +27.9% 1,576,223 $456.1M
Polar Capital Holdings Plc 1.28% Add +20.1% 1,556,928 $450.5M
Intech Investment Management LLC 4.12% Reduce -2.2% 1,554,586 $449.8M
Prudential PLC 2.97% Add +4.9% 1,549,367 $448.3M
Guggenheim Capital LLC 2.88% Add +5.2% 1,539,974 $445.6M
Pacer Advisors, Inc. 1.13% Add +44.6% 1,509,200 $436.7M
D.A. Davidson & Co. 2.40% Reduce -1.5% 1,500,901 $434.3M
HUB Investment Partners, LLC 7.93% Add +11.1% 1,491,397 $431.6M
DAVENPORT & Co LLC 2.19% Reduce -0.2% 1,489,720 $429.5M
Evercore Wealth Management, LLC 6.04% Reduce -1.9% 1,474,930 $426.8M
Yousif Capital Management, LLC 4.77% Reduce -7.5% 1,473,602 $426.4M
Atalanta Sosnoff Capital, LLC 7.48% Add +2.3% 1,468,865 $425.0M
Waverly Advisors, LLC 2.46% Add +15.8% 1,467,543 $424.6M
Boston Trust Walden Corp 3.20% Reduce -2.5% 1,452,559 $420.3M
Pinnacle Financial Partners, Inc. 2.86% Reduce -0.1% 1,448,033 $419.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 4.06% Add +1.2% 1,446,076 $418.4M
Midwest Trust Co 4.70% Reduce -1.1% 1,432,536 $414.5M
GF Fund Management Co. LTD. 4.94% Reduce -2.2% 1,423,923 $412.0M
Investment Management Corp of Ontario 5.21% Reduce -12.5% 1,421,425 $411.3M
Fiduciary Trust Co 4.44% Reduce -3.5% 1,409,277 $407.8M
NewEdge Wealth, LLC 4.07% Add +2.5% 1,394,101 $403.4M
Arax Advisory Partners 2.67% Add +491.7% 1,391,949 $402.8M
Raiffeisen Bank International AG 4.73% Add +4.4% 1,426,298 $401.9M
Ferguson Wellman Capital Management, Inc. 4.90% Add +1.7% 1,387,665 $401.5M
Altshuler Shaham Ltd 4.96% Add +132.0% 1,372,686 $397.2M
Crestwood Advisors Group, LLC 5.88% Reduce -1.7% 1,369,680 $396.3M
Citizens Financial Group Inc. 4.73% Reduce -2.7% 1,356,311 $392.5M
Lazard Freres Gestion S.A.S. 6.80% Add +8.0% 1,355,839 $392.3M
LBP Am SA 4.01% Add +5.5% 1,355,303 $392.2M
Balyasny Asset Management L.P. 0.74% Reduce -42.3% 1,346,688 $389.7M
Caxton Associates LLP 7.30% Add +159.7% 1,343,920 $388.9M
Shelton Capital Management 7.17% Reduce -4.8% 1,336,116 $386.6M
Peapack Gladstone Financial Corp. 4.41% Reduce -1.2% 1,324,102 $383.1M
Railway Pension Investments Ltd 4.80% Add +93.7% 1,320,786 $382.2M
iA Global Asset Management Inc. 4.53% Add +1.6% 1,316,462 $380.9M
Crossmark Global Holdings, Inc. 4.85% Add +4.0% 1,291,247 $373.6M
GQG Partners LLC 0.69% New 1,286,388 $372.2M
Capital International, Inc. 2.60% Add +17.4% 1,274,703 $368.8M
Danica Pension, Livsforsikringsaktieselskab 5.78% Add +3.6% 1,251,082 $362.0M
Savant Capital, LLC 1.06% Add +53.8% 1,223,022 $362.0M
Union Bancaire Privee, UBP SA 3.95% Add +12.5% 1,278,349 $359.5M
Groupama Asset Managment 4.55% Add +3.4% 1,268,595 $358.0M
Groupe la Francaise 4.40% Add +10.1% 1,239,745 $357.5M
Markel Group 2.70% No change 1,227,290 $355.1M
Quilter Plc 5.33% Add +1.4% 1,224,288 $354.3M
Merit Financial Group, LLC 2.19% Add +23.8% 1,219,742 $352.9M
Pinnacle Associates Ltd. 3.83% Reduce -0.9% 1,212,707 $350.9M
Border to Coast Pensions Partnership Ltd 5.17% No change 1,213,399 $350.8M
Mission Wealth Management, LP 4.37% Add +35.3% 1,211,951 $350.7M
Bristol John W & Co. Inc. 5.10% Reduce -0.8% 1,192,491 $345.1M
Bridges Investment Management Inc. 4.15% Reduce -4.5% 1,180,277 $341.5M
Eastern Bank 5.16% Add +4.5% 1,165,437 $337.2M
UMB Bank, n.a. 4.25% Reduce -4.1% 1,160,739 $335.9M
Davis R M Inc. 5.28% Add +0.5% 1,157,132 $334.8M
Sapient Capital LLC 4.38% Add +4.6% 1,155,718 $334.4M
Aptus Capital Advisors, LLC 2.44% Add +2.9% 1,153,157 $333.7M
Mizuho Securities USA LLC 5.39% Add +29.6% 1,149,853 $332.7M
Milford Funds Ltd. 5.39% Add +111.4% 1,144,314 $331.1M
Mairs & Power Inc. 3.02% Reduce -5.8% 1,138,448 $329.4M
Perigon Wealth Management, LLC 5.21% Add +0.3% 1,136,862 $329.0M
Gulf International Bank (UK) Ltd 6.48% Reduce -0.0% 1,135,642 $328.6M
Oppenheimer & Co. Inc. 3.50% Add +2.3% 1,132,169 $327.6M
Illinois Municipal Retirement Fund 3.68% Reduce -2.4% 1,127,449 $326.2M
Stratos Wealth Partners, LTD. 3.30% Add +1.9% 1,124,545 $325.4M
Concurrent Investment Advisors, LLC 2.76% Add +6.2% 1,133,468 $323.4M
Avanza Fonder AB 7.02% Add +9.6% 1,114,566 $322.5M
Integrated Wealth Concepts LLC 2.10% Add +9.5% 1,110,062 $321.2M
ABN AMRO Bank N.V. 4.14% Add +36.6% 1,115,381 $320.9M
Glenview Trust Co 4.40% Reduce -0.2% 1,099,172 $318.1M
Norinchukin Bank, The 3.09% Add +1.0% 1,097,240 $317.5M
Whittier Trust Co. of Nevada Inc. 5.92% Reduce -2.5% 1,018,034 $316.3M
Louisiana State Employees Retirement System 4.69% Reduce -0.5% 1,092,700 $316.2M
Tiaa-Cref Individual & Institutional Services, LLC 1.08% Add +0.9% 1,082,366 $313.2M
Farther Finance Advisors, LLC 2.44% Add +4.8% 1,075,763 $311.1M
Migdal Insurance & Financial Holdings Ltd. 1.98% Add +15.4% 1,070,700 $309.8M
Eagle Global Advisors LLC 10.24% Add +0.1% 1,069,203 $309.4M
Van Eck Associates Corp. 0.19% Add +0.0% 1,066,225 $308.5M
J.W. Cole Advisors, Inc. 5.29% Reduce -2.3% 1,065,235 $308.2M
Advisors Capital Management, LLC 3.28% Add +3.6% 1,052,271 $304.5M
Equitable Holdings, Inc. 1.81% Reduce -5.3% 1,047,420 $303.1M
Bradley Foster & Sargent Inc. 4.28% Add +1.1% 1,046,116 $302.7M
Flputnam Investment Management Co. 3.61% Add +13.0% 1,045,570 $302.5M
Trexquant Investment LP 1.85% Reduce -10.8% 1,032,523 $298.8M
Clearstead Advisors, LLC 2.82% Reduce -10.4% 1,030,593 $298.2M
Independent Investors Inc. 56.81% Reduce -4.9% 1,027,983 $297.5M
Saudi Central Bank 3.90% Add +89.4% 1,027,683 $297.4M
Kestra Private Wealth Services, LLC 3.25% Reduce -3.8% 1,021,202 $295.5M
Mesirow Financial Investment Management, Inc. 4.60% Add +3.8% 1,011,311 $292.6M
Banque Transatlantique SA 6.28% Add +3.2% 1,060,430 $292.5M
Voleon Capital Management LP 5.30% Reduce -2.7% 1,004,651 $290.7M
Parallel Advisors, LLC 4.44% No change 1,003,424 $290.4M
Greenbrier Partners Capital Management, LLC 21.60% Reduce -15.6% 996,183 $288.3M
M&G PLC 1.48% Reduce -9.3% 993,209 $287.0M
RJA Asset Management LLC 88.38% No change 980,200 $283.6M
Commerzbank Aktiengesellschaft 5.66% Reduce -6.2% 979,135 $283.3M
Wedbush Securities Inc. 7.23% Reduce -1.9% 968,308 $280.2M
CENTRAL TRUST Co 5.01% Reduce -2.0% 956,845 $276.9M
Baker Avenue Asset Management, LP 5.25% Add +2.5% 953,727 $276.0M
Busey Bank 6.69% Reduce -0.6% 953,415 $275.9M
SteelPeak Wealth, LLC 7.25% Reduce -5.5% 952,871 $275.7M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 4.91% Add +1.6% 948,434 $274.4M
Vident Advisory, LLC 2.04% Add +1.2% 946,522 $273.9M
Apollon Wealth Management, LLC 3.30% Add +3.0% 937,349 $271.2M
Capstone Investment Advisors, LLC 2.48% Reduce -5.2% 934,697 $270.5M
Salem Investment Counselors Inc. 6.70% Reduce -2.2% 933,415 $270.1M
Laird Norton Wetherby Trust Company, LLC 5.19% Add +0.5% 932,790 $269.9M
Benjamin Edwards Inc. 2.45% Reduce -3.3% 926,035 $268.0M
NorthCoast Asset Management LLC 5.85% Reduce -8.3% 913,249 $264.3M
Choreo, LLC 2.89% Reduce -1.2% 909,913 $263.3M
Kentucky Retirement Systems 6.53% Add +1124.4% 909,503 $263.2M
Orion Porfolio Solutions, LLC 2.00% Add +1.0% 902,878 $261.3M
Crake Asset Management LLP 6.16% New 890,000 $257.5M
PBU - The Pension Fund of Early Childhood & Youth Educators 5.81% Reduce -39.1% 888,448 $257.1M
Advisory Services Network, LLC 2.93% Add +1.1% 888,036 $257.0M
Independent Advisor Alliance 6.02% Add +1.9% 887,758 $256.9M
RiverFront Investment Group, LLC 3.38% Reduce -4.0% 884,010 $255.8M
Fishman Jay A Ltd. 20.32% Reduce -1.8% 882,533 $255.4M
Capital Advisors Inc. 3.76% Add +0.4% 882,325 $255.3M
Atlantic Union Bankshares Corp 4.26% Add +3.8% 881,509 $255.1M
Badgley Phelps Wealth Managers, LLC 4.37% Add +0.7% 861,390 $249.3M
Jensen Investment Management Inc. 6.04% Reduce -46.0% 860,969 $249.1M
Daymark Wealth Partners, LLC 6.07% Add +6.3% 859,143 $248.6M
Nomura Holdings Inc. 1.05% Add +43.0% 857,814 $248.2M
Hancock Whitney Corp. 4.10% Add +0.5% 850,820 $246.2M
E. Ohman J:or Asset Management AB 5.72% Add +0.0% 850,401 $246.1M
Destination Wealth Management 5.72% Reduce -1.3% 846,145 $244.8M
Prospera Financial Services Inc 3.55% Reduce -1.7% 843,779 $244.2M
IMC-Chicago, LLC 2.24% Add +9500.0% 842,877 $243.9M
Rwa Wealth Partners, LLC 2.32% Add +6.3% 841,768 $242.3M
Stephens Inc. 2.71% Add +2.0% 833,376 $242.1M
Bluespring Wealth Management, LLC 4.65% Add +504.7% 836,211 $242.0M
KCM Investment Advisors LLC 7.17% Reduce -1.1% 830,626 $240.3M
Bailard, Inc. 4.87% Add +0.6% 826,569 $239.2M
Allstate Corp. 2.37% Reduce -12.9% 820,236 $237.3M
Hartford Investment Management Co. 6.68% Reduce -2.9% 812,000 $235.0M
Calamos Wealth Management LLC 7.21% Reduce -0.9% 811,808 $234.9M
Ossiam 3.10% Reduce -22.7% 807,273 $233.6M
Silvercrest Asset Management Group LLC 1.52% Add +3.1% 802,249 $232.1M
Horizon Investments, LLC 2.51% Reduce -8.6% 792,756 $229.2M
Bleakley Financial Group, LLC 2.90% Add +9.7% 787,405 $227.8M
Wealthspire Advisors, LLC 1.25% Add +53.1% 784,975 $227.1M
Bokf, NA 3.11% Add +0.7% 778,964 $225.4M
Maryland State Retirement & Pension System 3.85% Add +7.4% 777,141 $224.9M
Wesbanco Bank Inc. 5.59% Reduce -6.8% 776,404 $224.7M
Exchange Traded Concepts, LLC 1.10% Reduce -18.9% 770,788 $223.0M
Daiichi Life Insurance Co., Ltd. 5.19% Add +8.8% 767,131 $222.0M
Prime Capital Investment Advisors, LLC 2.15% Reduce -1.7% 766,662 $221.8M
NorthRock Partners, LLC 3.21% Reduce -1.2% 764,922 $221.3M
Composition Wealth, LLC 2.59% Add +0.0% 763,434 $220.9M
Livforsakringsbolaget Skandia, Omsesidigt 7.08% Add +1.1% 762,280 $220.4M
Adams Diversified Equity Fund, Inc. 6.72% Reduce -0.9% 760,200 $220.0M
Windward Capital Management Co. 16.65% Reduce -0.6% 759,846 $219.9M
Millennium Management 0.15% Reduce -83.8% 756,799 $219.0M
Wilmington Savings Fund Society, FSB 4.86% Reduce -0.8% 752,997 $217.9M
South Dakota Investment Council 3.69% Reduce -0.6% 744,947 $215.6M
Moneta Group Investment Advisors LLC 1.59% Add +5.0% 744,798 $215.5M
Modera Wealth Management, LLC 2.30% Reduce -3.3% 743,742 $215.2M
First Financial Bankshares Inc 3.99% Add +0.3% 736,559 $213.1M
Country Trust Bank 3.72% Add +10.7% 734,000 $212.4M
New Mexico Educational Retirement Board 5.31% Add +7.4% 730,545 $211.4M
Douglass Winthrop Advisors, LLC 3.64% Add +1.0% 729,750 $211.2M
Jefferies Financial Group Inc. 2.00% Add +239.9% 729,468 $211.1M
Vaughan Nelson Investment Management, L.P. 1.85% Reduce -3.6% 724,984 $209.8M
Cannell & Spears LLC 3.75% Reduce -0.5% 721,781 $208.9M
Cornerstone Advisors, LLC 6.88% Reduce -7.3% 721,725 $208.8M
Summit Trail Advisors, LLC 2.62% Add +0.7% 718,259 $207.8M
Lombard Odier Asset Management (Switzerland) SA 6.53% Add +1.7% 709,280 $205.2M
Optiver Holding B.V. 2.89% Add +62317.0% 697,822 $201.9M
CSM Advisors, LLC 4.30% Add +44.6% 696,554 $201.6M
Phoenix Financial Ltd. 1.37% Reduce -10.6% 695,043 $201.1M
E Fund Management Co., Ltd. 4.50% Reduce -3.3% 692,774 $200.5M
Arkadios Wealth Advisors 3.06% Reduce -0.6% 687,770 $199.0M
World Investment Advisors 3.29% Reduce -10.6% 778,238 $198.9M
Envestnet Portfolio Solutions, Inc. 0.95% Add +9.0% 683,492 $197.8M
Tokio Marine Asset Management Co. Ltd. 6.12% Add +2.5% 683,191 $197.7M
Americana Partners, LLC 4.45% Add +11.2% 682,459 $197.5M
Motley Fool Asset Management LLC 7.61% Add +18.3% 681,882 $197.3M
Summit Financial, LLC 2.16% Add +3.1% 680,491 $196.9M
Diversified Trust Co. 3.13% Reduce -3.2% 675,965 $195.6M
Ritholtz Wealth Management 2.91% Add +3.7% 674,862 $195.3M
Heritage Investors Management Corp. 5.39% Reduce -2.6% 673,254 $194.8M
Metis Global Partners, LLC 4.42% Reduce -10.6% 673,091 $194.8M
Florida Trust Wealth Management Co 4.79% Add +2.5% 665,009 $192.4M
Braun Stacey Associates Inc. 5.45% Add +1.9% 664,904 $192.4M
Coldstream Capital Management Inc. 2.42% Reduce -7.9% 663,766 $192.1M
Mutual Advisors, LLC 3.62% Add +3.7% 662,859 $191.8M
Nicholas Company, Inc. 3.51% Add +0.0% 662,695 $191.8M
First Citizens Bank & Trust Co. 2.86% Add +3.0% 661,495 $191.4M
Curi Capital, LLC 2.94% Reduce -1.9% 656,915 $190.1M
TIAA Wealth Investment Management LLC 1.26% Reduce -2.2% 652,251 $188.7M
Artisan Partners Limited Partnership 0.31% Add +6.2% 650,501 $188.2M
Parsons Capital Management Inc. 8.50% Reduce -11.9% 649,728 $188.0M
Fullerton Fund Management Co Ltd. 11.98% Add +121.3% 644,387 $186.5M
Marsico Capital Management LLC 4.86% Reduce -10.0% 643,861 $186.3M
AG2R La Mondiale Gestion D'actifs 6.76% Add +9.4% 643,815 $186.3M
MassMutual Private Wealth & Trust, FSB 4.81% Reduce -4.2% 642,937 $186.0M
Snowden Capital Advisors LLC 4.41% Reduce -0.2% 642,631 $186.0M
First American Bank 10.37% Add +0.1% 641,048 $185.5M
Harvest Portfolios Group Inc. 2.60% Add +10.3% 637,896 $184.6M
Clifford Swan Investment Counsel LLC 5.94% Reduce -3.1% 637,332 $184.4M
Becker Capital Management Inc. 4.94% Add +3.6% 635,045 $183.8M
Henshaw Capital LLC 5.95% Reduce -1.8% 631,639 $182.8M
Axiom Investors LLC 1.58% Add +10.0% 631,399 $182.7M
Hudson Bay Capital Management LP 0.96% Reduce -69.1% 631,092 $182.6M
Northeast Investment Management 6.72% Add +1.6% 630,130 $182.3M
Greenleaf Trust 1.74% Reduce -1.9% 625,953 $181.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.63% Add +1.4% 620,743 $179.6M
Biltmore Family Office, LLC 23.56% Reduce -9.9% 619,638 $179.3M
EFG International AG 3.32% Reduce -3.0% 617,764 $178.8M
Dakota Wealth Management 3.42% Add +0.6% 617,780 $178.8M
OneDigital Investment Advisors LLC 1.51% Add +1.2% 617,608 $178.7M
Evelyn Partners Group Ltd 3.10% — 616,120 $178.3M
Modern Wealth Management, LLC 2.12% Add +18.9% 614,819 $177.9M
Local Pensions Partnership Investment Ltd 3.73% Reduce -16.0% 614,293 $177.6M
Callan Family Office, LLC 3.47% Add +3.8% 613,564 $177.5M
Park Avenue Securities LLC 1.11% Add +1.7% 613,031 $177.4M
Patten & Patten Inc. 9.39% Reduce -1.4% 613,022 $177.4M
Harvest Fund Management Co., Ltd 5.86% Reduce -4.6% 612,571 $177.1M
Mgo One Seven LLC 2.93% Add +5.6% 611,989 $177.1M
Brookstone Capital Management 1.77% Add +9.7% 609,042 $176.2M
Carnegie Investment Counsel 3.52% Reduce -8.6% 607,488 $175.8M
Choate Investment Advisors 3.08% Reduce -3.0% 605,835 $175.3M
Argent Trust Co 5.03% Add +9.8% 601,810 $174.1M
Golden Unicorn (BVI) Ltd 21.91% Reduce -14.3% 600,000 $173.6M
Old National Bancorp 3.45% Reduce -5.3% 599,399 $173.4M
Vestmark Advisory Solutions, Inc. 1.62% Reduce -3.1% 595,353 $172.3M
Signaturefd, LLC 2.30% Add +1.3% 593,764 $171.8M
Kingsview Wealth Management, LLC 2.08% Reduce -22.4% 592,616 $171.5M
Donaldson Capital Management, LLC 4.90% Add +4.7% 592,203 $171.4M
Mogy Joel R Investment Counsel Inc. 9.79% Reduce -0.3% 590,640 $170.9M
Ashton Thomas Private Wealth, LLC 3.56% Add +1.6% 590,605 $170.9M
Dana Investment Advisors, Inc. 4.43% Add +2.4% 588,854 $170.4M
W.G. Shaheen & Associates DBA Whitney & Co 12.43% Add +2.9% 588,020 $170.1M
Elevation Point Wealth Partners, LLC 3.15% Reduce -0.5% 587,164 $169.9M
Verus Capital Partners, LLC 9.20% Reduce -4.5% 586,917 $169.8M
Trust Co. of Vermont 6.31% — 585,123 $169.3M
Tocqueville Asset Management L.P. 2.23% Reduce -1.6% 583,722 $168.9M
Traynor Capital Management, Inc. 7.93% Reduce -1.2% 583,453 $168.8M
Brevan Howard Capital Management LP 2.49% Add +284.7% 583,127 $168.7M
Focus Partners Advisor Solutions, LLC 1.43% Add +3.9% 582,828 $168.6M
Van Lanschot Kempen Investment Management N.V. 1.29% Add +3.2% 582,428 $168.5M
BSN CAPITAL PARTNERS Ltd 7.62% Reduce -73.0% 575,000 $168.5M
Global Retirement Partners, LLC 2.57% — 580,699 $168.0M
Sigma Planning Corp 4.23% Reduce -5.3% 579,763 $167.8M
Brighton Jones LLC 3.12% Add +1.7% 579,657 $167.7M
CWA Asset Management Group, LLC 5.15% Add +1.0% 579,127 $167.6M
Systematic Alpha Investments, LLC 4.48% No change 576,144 $166.7M
Chilton Capital Management LLC 5.25% Add +18.7% 573,291 $165.9M
J. Safra Sarasin Holding AG 2.38% Add +8.2% 604,536 $165.8M
Generali Asset Management SPA SGR 2.99% Reduce -2.1% 571,445 $165.4M
Caprock Group, LLC 3.15% Reduce -0.3% 568,800 $164.6M
Allianz SE 1.73% Add +0.2% 567,535 $164.2M
Skandinaviska Enskilda Banken AB (publ) 6.14% Reduce -49.8% 564,589 $163.2M
Associated Banc-Corp 3.86% Reduce -1.6% 561,437 $162.5M
Meyer Handelman Co. 4.58% Reduce -1.0% 558,997 $161.7M
Bahl & Gaynor LLC 0.74% Reduce -13.8% 558,116 $161.5M
Intermede Investment Partners Ltd 6.76% Reduce -16.2% 525,232 $160.5M
TCW Group Inc. 1.07% Add +0.3% 552,157 $159.8M
Covea Finance 5.04% Reduce -1.3% 551,555 $159.6M
Axxcess Wealth Management, LLC 2.53% Add +1.6% 561,622 $159.0M
LGT Fund Management Co Ltd. 6.61% Reduce -0.4% 547,901 $158.5M
Banque Pictet & Cie SA 1.61% Reduce -1.0% 540,812 $156.5M
Fiera Capital Corp 0.57% Reduce -1.8% 539,344 $156.1M
Freestone Capital Holdings, LLC 4.06% Add +5.8% 538,849 $155.9M
Capital Investment Counsel, Inc 16.69% Reduce -1.6% 536,055 $155.1M
WASHINGTON TRUST Co 4.80% Reduce -1.2% 534,101 $154.5M
Howland Capital Management LLC 5.54% Reduce -1.5% 530,934 $153.6M
Lockheed Martin Investment Management Co. 6.07% Reduce -26.0% 530,060 $153.4M
Soros Fund Management 2.68% Add +5.8% 529,538 $153.2M
PFG Investments, LLC 5.93% Add +0.3% 529,075 $153.1M
PGGM Investments 3.77% Add +47.8% 529,053 $153.1M
Diversify Advisory Services, LLC 2.54% Add +239.4% 449,050 $151.3M
Diversify Wealth Management, LLC 2.54% Add +8.3% 449,050 $151.3M
Bank Pictet & Cie (Europe) AG 2.96% Add +0.5% 522,805 $151.3M
Trillium Asset Management, LLC 4.65% Reduce -26.0% 521,841 $151.0M
Insigneo Advisory Services, LLC 5.67% Add +33.7% 521,460 $150.9M
Nichols & Pratt Advisers LLP 9.16% Reduce -1.0% 521,022 $150.8M
Blue Sparrow, LLC 1.46% Reduce -15.3% 520,700 $150.7M
Empirical Finance, LLC 6.24% Add +3.4% 518,315 $150.0M
NS Partners Ltd 6.43% Reduce -2.9% 518,312 $150.0M
Valeo Financial Advisors, LLC 3.15% Reduce -1.9% 515,811 $149.2M
Maple Capital Management, Inc. 8.84% Reduce -0.3% 514,811 $149.0M
HCR Wealth Advisors 13.32% Add +0.6% 514,279 $148.8M
NorthCrest Asset Manangement, LLC 3.82% Add +21.1% 470,482 $148.8M
Stock Yards Bank & Trust Co. 4.25% Reduce -8.4% 512,988 $148.4M
Investment House LLC 6.70% Reduce -4.2% 511,759 $148.1M
Ancora Advisors LLC 2.86% Reduce -4.3% 510,346 $147.7M
Profund Advisors LLC 4.04% Add +10.6% 507,454 $146.8M
OpenArc Corporate Advisory, LLC 1.74% Add +3.5% 506,314 $146.5M
Cacti Asset Management LLC 7.34% No change 506,134 $146.5M
Prospect Hill Management, LLC 56.85% Add +0.1% 505,842 $146.4M
Nan Shan Life Insurance Co., Ltd. 4.58% Add +17.1% 505,646 $146.3M
Walleye Capital LLC 0.76% Reduce -18.9% 505,052 $146.1M
Temasek Holdings (Private) Ltd 0.40% Reduce -1.7% 504,475 $146.0M
Zevenbergen Capital Investments LLC 3.33% Add +0.5% 504,171 $145.9M
Compound Planning, Inc. 3.81% Add +7.4% 503,054 $145.6M
Mill Capital Management, LLC 9.71% Reduce -0.5% 502,607 $145.4M
Gradient Investments LLC 2.00% Add +1.8% 502,015 $145.3M
Advisors Asset Management, Inc. 2.21% Reduce -4.7% 500,696 $144.9M
Three Seasons Wealth, LLC 13.17% Add +3614.5% 500,153 $144.7M
Logan Capital Management Inc. 5.36% — 497,666 $144.0M
Quadrant Capital Group LLC 3.92% Reduce -1.7% 494,330 $143.0M
Level Four Advisory Services, LLC 4.04% Add +1.7% 493,660 $142.8M
Robertson Stephens Wealth Management, LLC 3.49% Add +1.0% 490,322 $141.9M
Independent Financial Group, LLC 2.65% Reduce -0.6% 489,353 $141.6M
Capital Investment Advisors, LLC 1.86% Add +1.2% 487,589 $141.1M
IFP Advisors, Inc 2.53% Reduce -0.1% 484,958 $140.3M
Osmosis Investment Management UK Ltd 6.49% Reduce -49.0% 483,606 $139.9M
Westwood Holdings Group Inc. 1.06% Add +6.4% 483,435 $139.9M
Cary Street Partners Financial LLC 3.05% Add +2.1% 481,881 $139.4M
Canada Post Corp Registered Pension Plan 4.85% Reduce -1.6% 480,147 $138.9M
Locust Wood Capital Advisers, LLC 3.36% Reduce -0.3% 479,152 $138.6M
IHT Wealth Management, LLC 2.94% Add +5.5% 478,371 $138.4M
Keating Financial Advisory Services, Inc. 18.15% Add +0.3% 476,392 $137.8M
Castleark Management LLC 3.68% Add +34.9% 472,108 $136.6M
Northwestern Mutual Investment Management Company, LLC 1.60% Add +0.2% 470,900 $136.3M
Silvant Capital Management LLC 3.96% Reduce -49.4% 470,182 $136.1M
SBI Securities Co., Ltd. 3.09% Reduce -0.1% 469,919 $136.0M
Foundations Investment Advisors, LLC 1.40% Add +6.4% 469,893 $136.0M
Rokos Capital Management LLP 1.70% Reduce -69.0% 468,632 $135.6M
Reynders McVeigh Capital Management, LLC 5.97% Add +0.3% 466,656 $135.0M
Cohen Klingenstein LLC 3.86% No change 466,450 $135.0M
Joel Isaacson & Co., LLC 3.84% Add +0.7% 458,534 $132.7M
Meeder Asset Management Inc. 6.77% Add +3.2% 457,767 $132.5M
Park National Corp. 3.71% Reduce -1.9% 457,292 $132.3M
Roffman Miller Associates Inc. 6.90% Add +1.9% 456,155 $132.0M
Montrusco Bolton Investments Inc. 2.04% Reduce -26.4% 455,851 $131.9M
Annex Advisory Services, LLC 2.24% Reduce -1.4% 453,907 $131.3M
Harbour Investments, Inc. 1.77% Reduce -1.3% 453,496 $131.2M
St Germain D J Co. Inc. 4.71% Reduce -1.1% 452,771 $131.0M
First National Trust Co 4.43% Reduce -17.9% 451,010 $130.5M
J. L. Bainbridge & Co., Inc. 10.41% Reduce -2.2% 450,917 $130.5M
Fiduciary Family Office, LLC 32.58% Add +0.8% 450,152 $130.3M
Securian Asset Management, Inc. 4.68% Reduce -2.0% 390,287 $130.3M
SouthState Bank Corp 5.41% Add +0.8% 448,394 $129.7M
Sit Investment Associates Inc. 2.45% Reduce -4.0% 448,073 $129.7M
Azimuth Capital Investment Management LLC 4.37% Reduce -1.5% 447,943 $129.6M
Farmers & Merchants Investments Inc. 3.14% Add +1.6% 447,308 $129.4M
Larson Financial Group LLC 3.41% Reduce -1.4% 446,809 $129.3M
Mufg Securities Americas Inc. 6.59% Add +8.9% 442,363 $128.0M
Neville Rodie & Shaw Inc. 8.25% Reduce -0.6% 440,265 $127.4M
Chicago Capital, LLC 3.06% Reduce -3.1% 438,704 $126.9M
Nearwater Capital Markets, Ltd 2.19% Reduce -56.6% 438,000 $126.7M
Ami Asset Management Corp. 7.30% Reduce -3.3% 437,971 $126.7M
AIA Group Ltd 1.59% Reduce -4.4% 436,909 $126.4M
Evergreen Capital Management LLC 2.22% Add +0.0% 436,726 $126.4M
Bowen Hanes & Co. Inc. 3.07% No change 497,258 $126.2M
Hantz Financial Services, Inc. 1.70% Add +6.2% 434,927 $125.8M
Great Valley Advisor Group, Inc. 1.98% Add +1.4% 433,052 $125.3M
Siemens Fonds Invest GmbH 6.15% Add +1.2% 433,024 $125.3M
Nippon Life Global Investors Americas, Inc. 4.97% Reduce -4.5% 431,740 $124.9M
Talbot Financial, LLC 9.18% Add +1.1% 430,921 $124.7M
Ameritas Advisory Services, LLC 2.52% Add +41.8% 430,305 $124.5M
Oppenheimer Asset Management Inc. 1.29% Add +6.0% 428,726 $124.1M
Moors & Cabot, Inc. 4.81% Reduce -0.1% 427,491 $123.7M
Venture Visionary Partners LLC 3.44% Add +13.0% 427,438 $123.7M
North Dakota State Investment Board 5.01% Add +0.9% 426,229 $123.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 2.67% Add +0.4% 426,013 $123.3M
Meridian Wealth Management, LLC 3.81% Add +0.4% 424,395 $122.8M
Segall Bryant & Hamill, LLC 1.45% Add +13.1% 423,265 $122.5M
LGT Capital Partners LTD. 6.20% Add +16.4% 423,250 $122.5M
CreativeOne Wealth, LLC 2.63% Add +4.0% 421,620 $122.0M
MMBG Investment Advisors Co. 9.64% Add +5.9% 421,075 $121.8M
Sowell Financial Services LLC 3.98% Reduce -1.3% 420,714 $121.7M
Generate Investment Management Ltd 5.01% Add +2.8% 420,426 $121.7M
Transcend Capital Advisors, LLC 8.23% Add +4.1% 420,146 $121.6M
Cincinnati Insurance Co. 1.75% No change 420,000 $121.5M
Fifth Third Wealth Advisors LLC 3.40% Add +0.6% 419,922 $121.5M
Ameritas Investment Partners, Inc. 3.22% Reduce -0.3% 418,392 $121.1M
NLB Skladi, upravljanje premozenja, d.o.o. 4.58% Add +1.1% 417,786 $120.9M
GAMMA Investing LLC 4.49% Add +11.7% 417,210 $120.7M
Gerber Kawasaki Wealth & Investment Management 3.21% Add +2.7% 415,258 $120.2M
Howard Capital Management Group, LLC 7.33% Reduce -1.0% 414,220 $119.9M
Atria Investments, Inc 1.20% Reduce -2.5% 413,130 $119.5M
Smith Salley Wealth Management 5.18% Reduce -1.1% 412,027 $119.2M
Smith Chas P & Associates Pa Cpas 6.04% Reduce -2.9% 411,508 $119.1M
Avalon Trust Co 7.30% Reduce -1.4% 410,286 $118.7M
Van Cleef Asset Management,Inc 12.01% Reduce -2.8% 407,200 $117.8M
OVERSEA-CHINESE BANKING Corp Ltd 2.80% Reduce -2.7% 407,079 $117.7M
Main Street Research LLC 5.55% Add +0.6% 406,129 $117.5M
Private Wealth Partners, LLC 8.45% Reduce -5.3% 405,885 $117.4M
Wharton Business Group, LLC 3.93% Reduce -5.5% 405,851 $117.4M
Visionary Wealth Advisors 4.61% Add +0.6% 403,814 $116.8M
Nicolet Bankshares Inc. 3.71% Add +0.1% 387,221 $116.8M
Franklin Street Advisors Inc. 6.52% Reduce -4.0% 403,458 $116.7M
Vest Financial, LLC 1.22% Add +19.1% 403,159 $116.7M
Kornitzer Capital Management Inc. 2.43% Reduce -3.6% 399,665 $115.6M
Adell Harriman & Carpenter Inc. 5.91% Reduce -1.9% 398,856 $115.4M
Jain Global LLC 1.47% Reduce -5.7% 398,090 $115.2M
Chilton Investment Co. Inc. 2.76% Add +104.6% 397,628 $115.1M
Clal Insurance Enterprises Holdings Ltd 0.52% Reduce -1.3% 397,512 $115.0M
Dearborn Partners LLC 6.47% Reduce -6.4% 394,954 $114.3M
Ballentine Partners, LLC 1.40% Add +1.0% 394,948 $114.3M
Brickley Wealth Management 16.40% Add +3.2% 394,727 $114.2M
Dynamic Advisor Solutions LLC 3.21% Add +0.1% 390,317 $112.9M
Northwest & Ethical Investments L.P. 2.63% Reduce -4.1% 390,390 $112.9M
Aristotle Atlantic Partners, LLC 4.66% Reduce -10.7% 388,154 $112.3M
Meeder Advisory Services, Inc. 4.10% Add +1.6% 387,376 $112.1M
Capital International Sarl 1.58% Add +29.8% 384,683 $111.3M
Gabelli Funds LLC 0.72% Reduce -8.8% 384,577 $111.3M
Cullinan Associates Inc. 8.36% Reduce -4.7% 382,145 $110.6M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 3.30% Reduce -9.5% 379,605 $109.8M
Kentucky Retirement Systems Insurance Trust Fund 6.54% Reduce -1.8% 377,429 $109.2M
Community Trust & Investment Co. 5.63% Reduce -0.7% 377,257 $109.2M
Highland Capital Management, LLC 5.02% Reduce -4.2% 376,682 $109.0M
Nwi Management LP 6.96% Add +291.4% 376,100 $108.8M
Plato Investment Management Ltd 6.19% Add +3.2% 376,892 $108.4M
Chicago Partners Investment Group LLC 2.17% Add +11.7% 336,798 $108.3M
Howard Capital Management, LLC 1.29% Add +19.3% 373,939 $108.2M
WealthPlan Investment Management, LLC 5.37% Reduce -11.5% 373,764 $108.2M
Welch Group, LLC 3.69% Reduce -0.7% 372,791 $107.9M
Jia Investment Alliance Pte. LTD. 10.02% No change 371,700 $107.6M
Wealth Alliance, LLC 9.00% Add +9.7% 371,628 $107.5M
Bryn Mawr Trust Advisors, LLC 4.69% Add +0.6% 371,340 $107.5M
Community Bank, N.A. 11.59% Reduce -0.5% 371,053 $107.4M
First National Bank of Omaha 3.02% Reduce -1.6% 373,221 $107.0M
GLP Holdings LLLP 95.54% No change 367,556 $106.4M
Signature Estate & Investment Advisors LLC 1.91% Add +4.3% 367,175 $106.3M
Birch Hill Investment Advisors LLC 4.30% Add +1.5% 367,068 $106.2M
Burney Co./ 2.86% Add +2.4% 366,643 $106.1M
BNP Paribas 2.88% Reduce -20.9% 369,737 $106.1M
Spire Wealth Management 3.20% Reduce -4.5% 366,114 $105.9M
LVM Capital Management Ltd. 8.83% Reduce -0.8% 364,448 $105.5M
National Mutual Insurance Federation of Agricultural Cooperatives 0.69% Add +14.1% 364,400 $105.4M
Bridgewater Associates 0.43% Reduce -35.3% 364,377 $105.4M
71 West Capital Partners 3.64% Add +10.6% 364,276 $105.4M
Impax Asset Management Group plc 0.68% Reduce -13.8% 363,014 $105.0M
Apella Capital, LLC 1.48% Add +3.6% 337,158 $104.7M
Principle Wealth Partners LLC 5.18% Reduce -1.3% 361,967 $104.7M
Klingenstein Fields & Co. LP 3.66% Add +0.5% 361,383 $104.6M
HBK Sorce Advisory LLC 2.04% Add +0.4% 336,083 $104.5M
Vestcor Inc 2.58% Add +0.6% 360,931 $104.4M
Westpac Banking Corp. 6.41% Reduce -1.4% 359,807 $104.1M
Picton Mahoney Asset Management 0.96% Reduce -11.5% 358,892 $103.8M
PEAK6 LLC 2.53% Add +11954700.0% 358,644 $103.8M
Western Wealth Management, LLC 3.39% Add +2.6% 357,933 $103.6M
UNIVEST FINANCIAL Corp 5.08% Add +0.1% 357,455 $103.4M
Oak Ridge Investments LLC 5.85% Reduce -40.1% 357,120 $103.3M
Sienna Gestion 5.97% Reduce -6.5% 357,877 $102.0M
Knights of Columbus Asset Advisors LLC 5.10% Add +0.3% 352,083 $101.9M
Baldwin Wealth Partners LLC 6.66% Reduce -0.1% 351,829 $101.8M
TritonPoint Partners, LLC 8.44% Add +811.1% 351,422 $101.7M
Sumitomo Life Insurance Co. 1.66% Reduce -0.9% 350,965 $101.6M
Cornerstone Wealth Management, LLC 4.36% Add +1.9% 350,341 $101.4M
McDaniel Terry & Co. 7.91% Reduce -0.1% 349,854 $101.2M
Guardian Capital LP 2.46% Add +4.4% 349,387 $101.1M
Wesleyan Assurance Society 5.09% Add +0.1% 348,050 $100.6M
Triglav Investments, D.O.O. 5.29% Add +6.5% 347,560 $100.6M
McMillan Office, Inc. 11.46% Reduce -0.4% 344,355 $99.6M
Wahed Invest LLC 10.39% Reduce -8.8% 344,086 $99.6M
Davidson Investment Advisors 4.04% Reduce -3.4% 341,640 $98.9M
Edgemoor Investment Advisors, Inc. 6.77% Reduce -0.0% 341,236 $98.7M
Savvy Advisors, Inc. 2.11% Add +10.5% 340,422 $98.5M
North Star Asset Management Inc. 3.86% Reduce -2.7% 339,288 $98.2M
Ingalls & Snyder LLC 2.68% Reduce -0.6% 339,187 $98.1M
Keystone Financial Group 5.81% Reduce -1.0% 337,758 $97.7M
AMG National Trust Bank 2.01% Reduce -14.8% 337,620 $97.7M
Rothschild Investment LLC 3.65% Add +27.8% 337,494 $97.7M
Global X Japan Co., Ltd. 3.59% Add +3.9% 337,479 $97.7M
Principal Securities, Inc. 1.17% Add +6.8% 336,456 $97.4M
Focus Financial Network, Inc. 3.01% Reduce -0.9% 336,261 $97.3M
ARS Investment Partners, LLC 4.22% Reduce -0.3% 333,913 $96.6M
GW Henssler & Associates Ltd. 4.28% Add +0.6% 332,355 $96.2M
AlphaCore Capital LLC 1.77% Add +46.8% 331,764 $96.0M
Praxis Investment Management Inc. 5.05% Reduce -0.5% 331,457 $95.9M
YHB Investment Advisors, Inc. 6.13% Add +1.6% 330,559 $95.7M
Appleton Partners Inc. 5.85% Reduce -2.0% 329,859 $95.4M
Albion Financial Group 5.53% Add +0.6% 329,691 $95.4M
Van Hulzen Asset Management, LLC 6.78% Reduce -10.1% 329,239 $95.3M
Wedmont Private Capital 2.61% Add +5.8% 301,877 $95.2M
BLI - Banque de Luxembourg Investments 3.34% Reduce -1.9% 335,418 $94.7M
Tritonpoint Wealth, LLC 9.28% Reduce -1.9% 326,546 $94.5M
Birinyi Associates Inc. 22.35% Reduce -1.3% 326,510 $94.5M
Rockland Trust Co. 3.69% Reduce -1.9% 325,023 $94.0M
ZEGA Investments, LLC 15.68% Reduce -6.8% 324,998 $94.0M
Beese Fulmer Investment Management, Inc. 5.38% Reduce -0.2% 321,813 $93.1M
Essex Financial Services, Inc. 4.62% Reduce -1.0% 320,429 $92.7M
Jag Capital Management, LLC 8.70% Add +13.7% 320,202 $92.7M
Obermeyer Wealth Partners 3.78% Reduce -1.5% 319,225 $92.4M
Avestar Capital, LLC 5.46% Add +0.7% 318,945 $92.3M
Sterling Capital Management LLC 1.57% Reduce -28.8% 318,905 $92.3M
Kingswood Wealth Advisors, LLC 3.72% Add +3.3% 318,568 $92.2M
First American Trust, FSB 5.56% Add +0.1% 318,456 $92.1M
Smith Group Asset Management, LLC 3.75% Add +2.2% 318,351 $92.1M
Fisher Funds Management LTD 2.62% Add +22.2% 318,286 $92.1M
Argent Capital Management LLC 2.91% Reduce -8.1% 318,170 $92.1M
Harbor Investment Advisory, LLC 6.43% Reduce -1.4% 317,765 $91.9M
Agf Management Ltd. 0.36% Reduce -14.8% 316,863 $91.7M
NFJ Investment Group, LLC 3.09% New 315,565 $91.3M
Liontrust Investment Partners LLP 1.34% Add +93.9% 315,103 $91.2M
Gendell Jeffrey L 0.82% Add +350.0% 315,000 $91.1M
Carret Asset Management, LLC 7.97% Reduce -1.1% 314,999 $91.1M
Allen Investment Management, LLC 1.08% Reduce -0.1% 314,359 $91.0M
Weatherly Asset Management L. P. 6.46% Reduce -3.2% 313,636 $90.8M
Caisse Des Depots Et Consignations 1.53% No change 313,217 $90.6M
SVB Wealth LLC 5.70% Reduce -9.9% 312,512 $90.4M
Pure Financial Advisors, LLC 1.16% Add +3.4% 312,073 $90.3M
VestGen Advisors, LLC 2.65% Reduce -3.9% 310,981 $90.0M
WCG Wealth Advisors LLC 2.13% Reduce -2.0% 310,820 $89.9M
International Assets Investment Management, LLC 5.37% Reduce -3.8% 333,195 $89.8M
Smartleaf Asset Management LLC 2.91% No change 318,269 $89.7M
Kanawha Capital Management LLC 5.84% Reduce -0.7% 309,855 $89.7M
AlTi Global, Inc. 1.85% Add +6.8% 308,990 $89.4M
Thoroughbred Financial Services, LLC 4.29% Add +0.1% 308,911 $89.4M
Clear Harbor Asset Management, LLC 5.58% Reduce -4.5% 308,205 $89.2M
Hoffman, Alan N Investment Management 52.57% Reduce -0.7% 307,561 $89.0M
Colonial Trust Advisors 6.20% Reduce -0.4% 307,531 $89.0M
Josh Arnold Investment Consultant, LLC 55.94% Reduce -1.3% 307,356 $88.9M
TCTC Holdings, LLC 2.32% Add +0.5% 305,322 $88.3M
9823 Capital, L.P. 59.60% Reduce -0.2% 305,014 $88.3M
Hamilton Capital Partners Inc. 2.54% Add +3.8% 302,854 $87.6M
Bragg Financial Advisors, Inc 2.33% Reduce -0.3% 300,663 $87.0M
True North Advisors, LLC 8.31% Add +0.3% 300,395 $86.9M
Certuity, LLC 4.27% Add +39.3% 299,721 $86.6M
Burns J W & Co. Inc. 9.01% Reduce -1.2% 298,613 $86.4M
Ostrum Asset Management 4.16% Add +3.3% 298,092 $86.3M
Edmond DE Rothschild Holding S.A. 1.13% Add +14.4% 296,604 $85.8M
Means Investment Co., Inc. 6.46% Reduce -0.5% 295,666 $85.6M
Am Investment Strategies LLC 16.40% Add +1.4% 295,154 $85.4M
DJE Kapital AG 1.59% Reduce -4.9% 292,728 $84.4M
Montag A & Associates Inc. 3.56% Reduce -1.5% 290,641 $84.1M
Fulton Breakefield Broenniman LLC 4.94% Reduce -3.4% 289,696 $83.8M
Ascent Group, LLC 2.50% Add +2.0% 289,109 $83.7M
Roundview Capital LLC 4.57% Add +0.0% 288,914 $83.6M
Fidelis Capital Partners, LLC 4.81% Add +19.3% 288,574 $83.5M
Frank, Rimerman Advisors LLC 4.72% Add +0.6% 288,141 $83.4M
Cornerstone Wealth Group, LLC 4.95% Add +3.6% 287,341 $83.1M
Penobscot Investment Management Company, Inc. 5.70% Reduce -0.7% 286,446 $82.9M
Campbell Newman Asset Management Inc. 6.14% Reduce -7.8% 286,001 $82.8M
Prosperity Consulting Group, LLC 3.13% Add +5.0% 285,583 $82.6M
Munich Reinsurance Co Stock Corp in Munich 1.81% Add +8.0% 285,352 $82.6M
United Asset Strategies, Inc. 5.83% Add +25.7% 285,208 $82.5M
BLB&B Advisors, LLC 3.02% Add +0.3% 285,131 $82.5M
Chesley Taft & Associates LLC 3.20% Reduce -0.0% 284,343 $82.3M
Boston Family Office LLC 4.99% Reduce -0.9% 284,321 $82.3M
Gladstone Institutional Advisory LLC 2.60% Add +2.5% 283,794 $82.1M
Baskin Financial Services Inc. 6.45% Reduce -3.3% 282,975 $81.9M
Moody LYNN Lieberson & Walker, LLC 4.31% Add +1.3% 282,181 $81.7M
Private Advisory Group LLC 4.53% Add +19.3% 281,765 $81.5M
Berkshire Asset Management LLC 3.20% Reduce 0.0% 281,752 $81.5M
Cidel Asset Management Inc. 3.91% Add +45.2% 280,800 $81.3M
Falcon Wealth Planning 5.13% Reduce -0.6% 280,453 $81.2M
Narwhal Capital Management 5.60% Add +0.3% 280,237 $81.1M
First Nebraska Trust Co 6.53% Reduce -0.2% 279,302 $80.8M
Aljian Capital Management, LLC 14.97% Reduce -2.1% 279,198 $80.8M
Bar Harbor Wealth Management 4.33% Add +12.9% 278,846 $80.7M
Aspiriant, LLC 1.99% Add +2.4% 278,110 $80.5M
Ceeto Capital Group, LLC 21.77% Reduce -0.2% 277,961 $80.4M
Iron Gate Global Advisors LLC 7.75% Reduce -0.9% 277,192 $80.2M
MPS Loria Financial Planners, LLC 18.41% Reduce -1.1% 276,797 $80.1M
KLCM Advisors, Inc. 6.41% Reduce -2.0% 276,575 $80.0M
Kimelman & Baird, LLC 5.89% Reduce -0.6% 276,417 $80.0M
Smithfield Trust Co 3.19% Reduce -0.2% 275,680 $79.8M
New Age Alpha Advisors, LLC 3.39% Add +1.6% 275,669 $79.8M
SeaCrest Wealth Management, LLC 8.82% Reduce -6.4% 275,264 $79.7M
Stonebridge Capital Advisors LLC 5.08% Reduce -0.7% 274,646 $79.5M
Lowe Brockenbrough & Co. Inc. 3.53% Reduce -1.9% 274,474 $79.4M
Nwam LLC 3.97% Add +7.2% 274,282 $79.4M
Scopus Asset Management, L.P. 1.86% New 273,500 $79.1M
Academy Capital Management 10.46% Reduce -1.1% 273,364 $79.1M
China Universal Asset Management Co., Ltd. 4.73% Add +11.8% 273,078 $79.0M
Fort Sheridan Advisors LLC 8.49% Add +0.3% 272,268 $78.8M
LS Investment Advisors, LLC 10.66% Add +0.1% 271,738 $78.6M
CFM Wealth Partners LLC 10.02% Reduce -1.6% 271,129 $78.5M
Fulton Bank, N.A. 2.39% Reduce -1.5% 270,032 $78.1M
Burkehill Global Management, LP 2.94% New 270,000 $78.1M
Evanson Financial, LLC 3.82% — 269,895 $78.1M
Tower Research Capital LLC (TRC) 1.91% Reduce -38.9% 269,878 $78.1M
Sound View Wealth Advisors Group, LLC 4.84% Reduce -1.9% 269,682 $78.0M
Shikiar Asset Management Inc. 21.52% Reduce -1.7% 268,034 $77.6M
Washington Trust Advisors, Inc. 5.72% Reduce -5.2% 266,099 $77.0M
Bath Savings Trust Co 7.97% Reduce -0.9% 265,924 $76.9M
General American Investors Co. Inc. 4.66% No change 265,705 $76.9M
Simon Quick Advisors, LLC 3.10% Reduce -4.4% 265,628 $76.9M
Private Capital Advisors, Inc. 6.72% Reduce -0.7% 265,024 $76.7M
RB Capital Management, LLC 15.51% Reduce -1.3% 264,080 $76.4M
Klingman & Associates, LLC 3.25% Reduce -2.2% 263,977 $76.4M
Marco Investment Management LLC 5.01% Reduce -3.0% 263,099 $76.1M
Meiji Yasuda Asset Management Co Ltd. 3.41% Reduce -5.7% 261,856 $75.8M
Aviance Capital Partners, LLC 7.86% Add +0.4% 261,608 $75.7M
ZWJ Investment Counsel Inc. 2.45% Add +2.9% 261,571 $75.7M
Avity Investment Management Inc. 4.80% Reduce -16.6% 260,301 $75.3M
Harding Loevner LP 0.71% New 259,985 $75.2M
Fragasso Financial Advisors Inc 4.02% Add +0.8% 259,888 $75.2M
Simplex Trading, LLC 1.96% Add +552.4% 259,549 $75.1M
LMCG Investments, LLC 4.02% Reduce -1.8% 259,466 $75.1M
First Horizon Corp. 2.87% Reduce -5.7% 257,870 $74.6M
Bouchey Financial Group, Ltd. 4.81% Reduce -1.3% 257,515 $74.5M
Bender Robert & Associates 15.46% Reduce -1.9% 257,167 $74.4M
Belpointe Asset Management LLC 2.43% Reduce -0.6% 256,991 $74.4M
NBT Bank, N.A. 4.92% Reduce -5.3% 256,533 $74.2M
Mindset Wealth Management, LLC 14.29% Add +16.3% 256,358 $74.2M
Foster & Motley Inc. 3.40% Add +3.9% 255,657 $74.0M
Forum Financial Management, LP 0.95% Reduce -0.7% 255,361 $73.9M
Beaumont Financial Advisors, LLC 4.70% Reduce -0.7% 255,189 $73.8M
Palisade Capital Management, LP 3.56% Add +3.7% 254,434 $73.6M
Soltis Investment Advisors LLC 4.25% Reduce -4.9% 254,423 $73.6M
Wendell David Associates Inc. 7.77% Add +0.7% 254,154 $73.5M
Hemenway Trust Co LLC 5.14% Reduce -0.4% 253,994 $73.5M
Confluence Wealth Services, Inc. 2.10% Add +52.2% 253,919 $73.5M
Philadelphia Trust Co. 4.72% Reduce -0.7% 253,884 $73.5M
Pine Valley Investments Ltd Liability Co 3.12% Reduce -1.8% 253,635 $73.4M
Ar Asset Management Inc. 13.55% Reduce -5.7% 253,472 $73.3M
Cincinnati Specialty Underwriters Insurance CO 16.31% No change 253,080 $73.2M
Trust Co. of Toledo NA 6.08% Reduce -0.9% 252,416 $73.0M
Archon Partners LLC 7.78% No change 252,000 $72.9M
Wilkinson Global Asset Management LLC 5.77% Reduce -22.6% 251,208 $72.7M
Dillon & Associates Inc. 8.88% Reduce -0.6% 251,126 $72.6M
Catalyst Funds Management Pty Ltd 4.07% Add +253.2% 250,522 $72.5M
Sagespring Wealth Partners, LLC 1.11% Add +5.2% 249,904 $72.3M
Newlands Management Operations LLC 0.43% No change 248,975 $72.0M
Caldwell Trust Co 5.82% Reduce -1.0% 248,637 $71.9M
Mather Group, Llc. 0.63% Add +22.0% 248,625 $71.9M
Waycross Partners, LLC 6.13% Add +1.3% 248,623 $71.9M
Manchester Capital Management LLC 9.36% Add +0.1% 248,602 $71.9M
Forbes J M & Co. LLP 5.65% Reduce -0.0% 248,462 $71.9M
Blackhill Capital Inc. 2.98% No change 248,200 $71.8M
Crawford Investment Counsel Inc. 1.20% Reduce -1.3% 247,947 $71.7M
Courier Capital LLC 3.58% Reduce -1.8% 247,532 $71.6M
Beacon Investment Advisory Services, Inc. 2.66% Reduce -2.9% 247,372 $71.6M
Kepler Cheuvreux (Suisse) SA 4.08% Add +53.5% 246,433 $71.3M
Artemis Investment Management LLP 0.63% Reduce -47.4% 246,137 $71.2M
BTC Capital Management, Inc. 4.32% Add +2.1% 245,369 $71.1M
Venturi Wealth Management, LLC 2.74% Add +4.3% 245,010 $70.9M
GC Wealth Management RIA, LLC 4.07% Reduce -31.3% 244,096 $70.6M
Leavell Investment Management, Inc. 2.58% Add +1.1% 244,014 $70.6M
CX Institutional 2.04% Reduce -4.2% 243,940 $70.6M
City of London Investment Management Co. Ltd. 4.23% Add +13.8% 242,951 $70.3M
Krilogy Financial LLC 2.07% Reduce -2.9% 242,373 $70.1M
Aureus Asset Management, LLC 4.25% Add +1.1% 241,737 $69.9M
RFG Advisory, LLC 1.09% Add +17.2% 241,545 $69.9M
Cardinal Point Capital Management ULC 3.95% Add +2.7% 241,074 $69.8M
Stony Point Capital LLC 4.56% Add +3.3% 241,031 $69.7M
Heritage Wealth Advisors 2.39% Reduce -1.1% 240,896 $69.7M
Turtle Creek Wealth Advisors, LLC 3.68% Add +10.8% 240,977 $69.7M
Cache Advisors, LLC 5.91% Add +3.0% 240,888 $69.7M
Nixon Peabody Trust Co. 4.92% Reduce -1.0% 240,516 $69.6M
KMG Fiduciary Partners, LLC 6.46% Reduce -15.8% 240,401 $69.6M
Osterweis Capital Management Inc. 3.77% Add +426.2% 239,818 $69.4M
Osborne Partners Capital Management, LLC 3.85% Reduce -15.4% 239,363 $69.3M
Clare Market Investments LLC 12.63% Add +0.1% 239,130 $69.2M
North Star Investment Management Corp. 3.77% Add +1.9% 239,122 $69.2M
Syon Capital LLC 3.02% Add +6.5% 238,989 $69.2M
Apriem Advisors 5.97% Add +1.8% 238,452 $69.0M
Integrated Advisors Network LLC 3.17% Add +20.1% 238,173 $68.9M
Greenwood Gearhart LLC 3.21% Add +5.2% 238,103 $68.9M
Baltimore-Washington Financial Advisors, Inc. 2.57% Reduce -1.1% 236,655 $68.5M
Marble Harbor Investment Counsel, LLC 6.94% Reduce -1.0% 236,068 $68.3M
Stillwater Capital Advisors, LLC 6.95% Reduce -0.8% 235,679 $68.2M
Trajan Wealth LLC 2.56% Reduce -10.2% 234,496 $67.9M
Jacobs & Co. 5.81% Reduce -2.6% 234,066 $67.7M
Empire Life Investments Inc. 3.77% Reduce -4.6% 233,546 $67.6M
Cyndeo Wealth Partners, LLC 3.18% Add +3.3% 233,368 $67.5M
JGP Wealth Management, LLC 6.04% Add +0.7% 232,818 $67.4M
Sfmg, LLC 4.09% Add +0.1% 232,048 $67.1M
Zhang Financial LLC 1.94% Add +1.3% 229,050 $66.3M
Nilsine Partners, LLC 4.58% Add +4.6% 228,660 $66.2M
Spinnaker Trust 3.21% Add +2.3% 228,303 $66.1M
F/m Investments LLC 3.35% Add +1.4% 228,085 $66.0M
Southeast Asset Advisors, LLC 6.67% Reduce -1.4% 226,893 $65.7M
Mar Vista Investment Partners LLC 6.52% Reduce -12.3% 226,342 $65.5M
Bridgewater Advisors Inc. 3.57% Reduce -0.2% 215,688 $65.4M
L. Roy Papp & Associates, LLP 6.88% Reduce -0.5% 226,042 $65.4M
Applied Finance Capital Management, LLC 4.86% Reduce -4.3% 225,701 $65.3M
Boston Common Asset Management, LLC 3.86% Reduce -6.0% 225,013 $65.1M
Fiduciary Group, LLC 5.11% Add +2.0% 224,982 $65.1M
Ledyard National Bank 5.22% Reduce -4.3% 224,937 $65.1M
Kovack Advisors, Inc. 3.12% Reduce -4.8% 221,999 $64.9M
Heritage Trust Co 5.62% Reduce -0.5% 224,054 $64.8M
SP Asset Management LLC 5.20% Add +0.3% 223,941 $64.8M
Integrity Alliance, Llc. 2.03% Add +2.7% 223,482 $64.7M
Vision Capital Management, Inc. 7.38% Reduce -0.5% 223,377 $64.6M
Stratos Wealth Advisors, LLC 3.56% Reduce -12.5% 223,202 $64.6M
Thomasville National Bank 3.54% — 222,766 $64.5M
Novare Capital Management LLC 4.58% Reduce -0.9% 222,706 $64.4M
Telos Capital Management, Inc. 5.67% Reduce -1.2% 222,437 $64.4M
B. Riley Wealth Advisors, Inc. 3.50% Add +2.0% 227,727 $64.2M
Pinnacle Wealth Management Advisory Group, LLC 3.81% Add +1.9% 221,397 $64.1M
S&co Inc. 3.69% Reduce -5.0% 220,707 $63.9M
Coastal Bridge Advisors, LLC 3.94% Reduce -1.8% 220,427 $63.8M
Addenda Capital Inc. 1.73% Reduce -3.2% 220,303 $63.7M
Pittenger & Anderson Inc. 2.28% Reduce -0.6% 220,287 $63.7M
Middleton & Co. Inc. 6.77% Reduce -1.7% 220,283 $63.7M
Blue Chip Partners, LLC 4.02% Reduce -0.5% 220,130 $63.7M
TrinityBridge Ltd 1.69% Add +1.0% 219,083 $63.4M
Ausdal Financial Partners, Inc. 2.48% Reduce -0.1% 218,771 $63.3M
Granite Investment Partners, LLC 3.23% Reduce -0.5% 218,008 $63.1M
Lee Danner & Bass Inc. 3.64% Reduce -2.0% 217,920 $63.1M
First Foundation Advisors 2.26% Reduce -22.4% 216,711 $62.7M
Pallas Capital Advisors LLC 1.93% Add +9.0% 216,473 $62.6M
Rossmore Private Capital 5.08% Add +2.2% 216,252 $62.6M
Rollins Financial Advisors, LLC 8.24% Reduce -1.0% 216,244 $62.6M
Washington Trust Bank 4.36% Reduce -15.2% 215,560 $62.4M
Ceredex Value Advisors LLC 1.75% New 215,309 $62.3M
Mullaney, Keating & Wright, Inc. 30.13% Reduce -0.1% 215,292 $62.3M
Avenir Corp. 7.59% Reduce -6.0% 215,158 $62.3M
Dorsey & Whitney Trust CO LLC 3.02% Reduce -0.9% 214,384 $62.0M
Twin Capital Management Inc. 6.73% Add +0.7% 213,177 $61.7M
Cassaday & Co Wealth Management LLC 1.16% Add +4.1% 212,628 $61.5M
Rehmann Capital Advisory Group 2.81% Add +1.8% 212,153 $61.4M
Avidian Wealth Enterprises, LLC 1.69% Add +2.9% 210,920 $61.0M
American Assets Investment Management, LLC 3.68% No change 210,000 $60.8M
Capital Group Private Client Services, Inc. 0.86% Reduce -0.4% 209,843 $60.7M
Violich Capital Management, Inc. 6.60% Reduce -0.5% 209,756 $60.7M
Martingale Asset Management L P 1.44% Reduce -4.0% 209,754 $60.7M
Kayne Anderson Rudnick Investment Management LLC 0.19% Reduce -8.5% 209,381 $60.6M
Affinity Capital Advisors, LLC 7.48% Reduce -8.0% 193,775 $60.6M
Johnson Financial Group, Inc. 1.99% Reduce -1.8% 208,838 $60.4M
Auxano Advisors, LLC 11.41% Reduce -0.0% 208,116 $60.2M
TBH Global Asset Management, LLC 11.02% Reduce -0.9% 207,948 $60.2M
SOA Wealth Advisors, LLC. 10.11% Reduce -6.2% 232,277 $60.1M
Norden Group LLC 4.93% Add +7.3% 207,791 $60.1M
Tower Bridge Advisors 5.41% Reduce -3.2% 207,214 $60.0M
MidFirst Bank 4.25% Reduce -0.3% 206,987 $59.9M
Hartline Investment Corp./ 5.20% Reduce -5.1% 206,288 $59.7M
Centaurus Financial, Inc. 2.32% Reduce -3.4% 205,686 $59.5M
Silicon Valley Capital Partners 4.82% Add +0.8% 205,559 $59.5M
Petredis Investment Advisors LLC 4.01% Reduce -0.1% 205,446 $59.4M
Summitry LLC 1.95% Add +14.2% 205,044 $59.3M
Physicians Financial Services, Inc. 14.77% Reduce -0.8% 204,571 $59.2M
Wealth Group, Ltd. 14.77% Add +314.3% 204,571 $59.2M
Aaron Wealth Advisors LLC 3.01% Add +1.7% 204,480 $59.2M
Nemes Rush Group LLC 4.88% Add +1.0% 204,066 $59.0M
Freestone Grove Partners LP 0.39% Add +187.7% 203,775 $59.0M
Valmark Advisers, Inc. 0.63% Reduce -1.5% 203,556 $58.9M
Spartan Wealth Advisory Services LLC 4.82% Reduce -1.4% 203,513 $58.9M
Geneos Wealth Management Inc. 1.20% Add +7.3% 203,493 $58.9M
LaFleur & Godfrey LLC 6.96% Reduce -1.8% 202,608 $58.6M
Emerald Investment Advisers, LLC 3.90% Add +3.5% 202,570 $58.6M
Comgest Global Investors S.A.S. 1.29% Add +1.3% 202,304 $58.5M
Accredited Investors Inc. 2.52% Reduce -5.9% 201,547 $58.3M
CRA Financial Services, LLC 6.72% Add +0.4% 201,360 $58.3M
SlateStone Wealth, LLC 4.45% Reduce -6.3% 201,006 $58.2M
Madison Asset Management, LLC 0.69% Reduce -0.1% 200,934 $58.1M
Financiere des Professionnels - Fonds d'investissement inc. 3.28% Reduce -51.6% 200,705 $58.1M
Frec Markets, Inc. 5.20% Add +31.4% 200,356 $58.0M
Webster Bank, N. A. 5.02% Reduce -3.0% 199,983 $57.9M
Fideuram Asset Management (Ireland) dac 1.10% Add +575.1% 199,547 $57.7M
Invictus Private Wealth, LLC 3.10% Reduce -0.8% 199,329 $57.7M
Howard Hughes Medical Institute 12.91% No change 198,755 $57.5M
Wealthcare Advisory Partners LLC 1.09% Reduce -24.4% 198,490 $57.4M
Parkside Financial Bank & Trust 3.92% Add +0.0% 198,428 $57.4M
SIH Partners, LLLP 2.39% Add +348.6% 198,181 $57.3M
Cypress Capital Group 5.35% Add +3.7% 198,024 $57.3M
Community Bank & Trust, Waco, Texas 10.31% Reduce -1.2% 197,613 $57.2M
DF Dent & Co. Inc. 1.08% Reduce -15.6% 197,541 $57.2M
Shufro Rose & Co. LLC 3.29% Add +0.6% 197,318 $57.1M
Simplicity Wealth,LLC 1.93% Add +83.7% 197,173 $57.1M
Everhart Financial Group, Inc. 3.65% Add +39.6% 197,086 $57.0M
Verdence Capital Advisors LLC 2.99% Reduce -2.5% 196,983 $57.0M
First Merchants Corp. 2.01% Reduce -2.2% 196,715 $56.9M
Schaper Benz & Wise Investment Counsel Inc. 3.80% Reduce -0.7% 196,680 $56.9M
Perryman Financial Advisory Inc. 7.55% Reduce -0.1% 196,075 $56.7M
Capital Analysts, LLC 1.30% Reduce -2.1% 195,454 $56.6M
Procyon Advisors, LLC 2.43% Add +10.2% 194,472 $56.3M
BBR Partners, LLC 2.63% Reduce -3.2% 194,145 $56.2M
Angeles Wealth Management, LLC 2.56% Add +6.2% 193,597 $56.0M
Flagship Harbor Advisors, LLC 2.14% Add +1.6% 193,408 $56.0M
Fiduciary Financial Group, LLC 6.33% Add +0.2% 193,182 $55.9M
Elyxium Wealth, LLC 5.85% Add +113.3% 192,632 $55.7M
Blue Fin Capital, Inc. 8.04% Add +0.4% 192,280 $55.6M
EverSource Wealth Advisors, LLC 1.87% Reduce -24.8% 191,650 $55.5M
SCS Capital Management LLC 0.52% Reduce -4.2% 190,488 $55.1M
Solidarity Wealth, LLC 9.60% Reduce -10.4% 190,482 $55.1M
Biondo Investment Advisors, LLC 6.75% Reduce -9.5% 190,471 $55.1M
CoreCap Advisors, LLC 1.62% Add +15.4% 190,168 $55.0M
Columbia Asset Management 9.56% Reduce -4.1% 189,981 $55.0M
Dnca Finance 2.71% Add +15.4% 189,799 $54.9M
Harbour Trust & Investment Management Co 5.28% Reduce -2.6% 189,723 $54.9M
New Republic Capital, LLC 12.63% Add +349.5% 189,533 $54.8M
American National Bank & Trust 4.68% Reduce -2.6% 189,245 $54.8M
DSG Capital Advisors, LLC 7.76% Reduce -0.7% 173,611 $54.7M
Cascade Financial Partners, LLC 4.74% Reduce -0.7% 188,477 $54.5M
River Wealth Advisors LLC 5.70% Add +2.1% 188,343 $54.5M
Coastline Trust Co 4.83% Reduce -0.2% 188,231 $54.5M
Harold Davidson & Associates Inc. 23.58% Reduce -3.5% 187,937 $54.4M
Alerus Financial NA 2.38% Add +0.8% 187,822 $54.3M
Longbow Finance SA 6.91% Add +17.0% 186,711 $54.0M
CORDA Investment Management, LLC. 3.31% Add +1.4% 186,531 $54.0M
Forvis Mazars Wealth Advisors, LLC 0.90% Reduce -5.7% 185,945 $53.8M
CTC LLC 3.16% Add +326.1% 185,934 $53.8M
J.P. Marvel Investment Advisors, LLC 6.17% Add +0.1% 185,779 $53.8M
Palisade Asset Management, LLC 4.96% Reduce -5.8% 185,609 $53.7M
Signal Advisors Wealth, LLC 2.81% Add +23.6% 185,414 $53.7M
Arete Wealth Advisors, LLC 3.54% Add +22.3% 185,325 $53.6M
Naples Global Advisors, LLC 3.30% Add +0.7% 185,077 $53.6M
Cullen Investment Group, LTD. 6.48% Reduce -1.5% 185,063 $53.5M
Lyell Wealth Management, LP 3.29% Add +0.4% 185,015 $53.5M
Westmount Partners, LLC 11.75% Add +6.8% 184,506 $53.4M
Valley Wealth Managers, Inc. 3.08% Add +0.6% 184,501 $53.4M
GTS Securities LLC 1.12% Add +4.5% 184,076 $53.3M
German American Bancorp, Inc. 4.00% Reduce -0.8% 184,042 $53.3M
Equitable Trust Co. 2.22% Reduce -0.4% 183,994 $53.2M
Gryphon Financial Partners LLC 4.78% Add +3.4% 183,893 $53.2M
Resources Management Corp. /CT/ 6.70% Reduce -4.5% 183,682 $53.2M
K.J. Harrison & Partners Inc 7.58% Add +7.7% 183,674 $53.1M
Alps Advisors Inc. 0.25% Add +9.7% 183,383 $53.1M
Occidental Asset Management, LLC 5.27% Add +1.5% 183,367 $53.1M
Wedbush Fund Advisers, LLC 4.71% Add +5.4% 183,300 $53.0M
Arvest Bank Trust Division 2.58% Reduce -1.2% 183,273 $53.0M
Legacy Private Trust Co. 2.95% Reduce -3.7% 182,762 $52.9M
MSH Capital Advisors LLC 9.19% Add +7.0% 182,676 $52.9M
Capital Asset Advisory Services LLC 1.91% Add +1.0% 182,441 $52.8M
Steigerwald, Gordon & Koch Inc. 5.22% Reduce -2.3% 182,026 $52.7M
Avior Wealth Management, LLC 1.38% Reduce -8.5% 181,537 $52.5M
Sargent Investment Group, LLC 6.31% Add +2.8% 181,413 $52.5M
Financial Engines Advisors L.L.C. 0.09% Reduce -0.8% 181,031 $52.4M
Stokes Family Office, LLC 6.10% Reduce -7.2% 180,918 $52.4M
Rice Partnership, LLC 6.35% Reduce -3.2% 180,887 $52.3M
ARS Wealth Advisors Group, LLC 4.05% Add +0.8% 179,048 $51.8M
Culbertson A N & Co. Inc. 6.00% Reduce -0.7% 178,001 $51.5M
Morningstar Investment Management LLC 3.18% No change 202,910 $51.5M
Wellspring Financial Advisors, LLC 3.39% Reduce -0.7% 178,366 $51.5M
Amica Mutual Insurance Co. 4.28% Reduce -4.3% 177,799 $51.4M
Nations Financial Group Inc, /Ia/ 2.46% Add +3.6% 177,677 $51.4M
Texas Yale Capital Corp. 1.11% Reduce -1.1% 177,302 $51.3M
Estabrook Capital Management 6.96% Reduce -1.3% 177,294 $51.3M
NORTHSTAR ASSET MANAGEMENT Co 9.65% Reduce -0.9% 153,794 $51.2M
Tompkins Financial Corp. 3.58% Reduce -2.4% 176,958 $51.2M
SageView Advisory Group, LLC 1.68% Reduce -1.2% 176,758 $51.1M
Sloy Dahl & Holst, LLC 6.31% Add +0.6% 176,677 $51.1M
Arthur M. Cohen & Associates, LLC 7.98% Add +6.1% 176,522 $51.1M
Connors Investor Services Inc. 4.41% Reduce -10.0% 176,209 $51.0M
GAM Holding AG 3.90% Reduce -6.3% 176,077 $50.9M
Cliftonlarsonallen Wealth Advisors, LLC 0.67% Add +3.5% 175,697 $50.8M
OAKMONT Corp 10.11% Reduce -11.6% 175,641 $50.8M
Penn Davis McFarland Inc. 4.52% Reduce -2.2% 175,501 $50.8M
Hendershot Investments Inc. 6.61% Reduce -1.4% 174,782 $50.6M
Shared Vision Wealth Group LLC 17.34% Add +0.0% 174,298 $50.4M
Fiduciary Alliance LLC 3.41% Reduce -24.8% 174,201 $50.4M
S-Bank Fund Management Ltd 6.82% Add +23.1% 173,567 $50.2M
Kintegral Advisory, LLC 4.07% No change 173,487 $50.2M
Y-Intercept (Hong Kong) Ltd 0.99% Reduce -21.6% 173,481 $50.2M
Spirepoint Private Client, LLC 4.02% Reduce -0.3% 171,652 $49.7M
Fagan Associates, Inc. 6.11% Reduce -1.2% 171,637 $49.7M
Woodmont Investment Counsel LLC 2.71% Add +0.2% 171,570 $49.6M
Intesa Sanpaolo S.p.A. 1.75% Add +33.3% 170,405 $49.3M
PKO Investment Management Joint-Stock Co 3.57% Reduce -2.9% 170,000 $49.2M
IFG Advisory, LLC 1.72% Add +12664.5% 169,385 $49.0M
Perennial Investment Advisors, LLC 3.27% Add +1.0% 169,271 $49.0M
Penserra Capital Management LLC 0.38% Add +1.2% 169,250 $49.0M
NZS Capital, LLC 1.27% Reduce -8.5% 168,904 $48.9M
Aire Advisors, LLC 7.94% Reduce -0.2% 168,724 $48.8M
TD Private Client Wealth LLC 0.90% Add +3.5% 168,450 $48.7M
WestEnd Advisors, LLC 1.09% Reduce -9.8% 168,345 $48.7M
Sand Hill Global Advisors, LLC 1.47% Add +2.5% 168,159 $48.7M
Hillsdale Investment Management Inc. 1.11% Add +3.3% 168,004 $48.6M
Laurel Oak Wealth Management, LLC 7.08% Add +0.2% 167,862 $48.6M
Griffin Asset Management, Inc. 5.11% Reduce -2.3% 167,677 $48.5M
Howe & Rusling Inc. 2.81% Add +0.7% 167,597 $48.5M
Koshinski Asset Management, Inc. 2.58% Add +0.2% 167,128 $48.5M
Strategic Advisors LLC 10.58% Reduce -12.2% 167,122 $48.4M
Guinness Asset Management LTD 0.82% Reduce -7.6% 170,670 $48.4M
MASTERINVEST Kapitalanlage GmbH 4.15% Reduce -1.0% 166,969 $48.3M
DDD Partners, LLC 3.01% Add +0.6% 166,144 $48.1M
Tamar Securities, LLC 4.50% Add +21.0% 166,009 $48.0M
Woodstock Corp. 3.99% Reduce -0.9% 165,921 $48.0M
Grove Bank & Trust 4.76% Add +2.6% 165,787 $48.0M
Unio Capital LLC 9.12% Reduce -1.4% 165,778 $48.0M
Ascent Wealth Partners, LLC 4.79% Add +5.6% 165,586 $47.9M
Edge Wealth Management LLC 8.06% Reduce -0.2% 165,348 $47.8M
Douglas Lane & Associates, LLC 0.65% Add +1.7% 165,274 $47.8M
Moneco Advisors, LLC 2.92% Add +23.3% 165,022 $47.8M
Barr E S & Co. 2.67% Reduce -0.3% 164,751 $47.7M
Thompson Siegel & Walmsley LLC 0.86% Reduce -1.8% 164,449 $47.6M
Advisor OS, LLC 3.17% Reduce -2.7% 164,263 $47.5M
BetterWealth, LLC 8.40% Reduce -6.4% 164,003 $47.5M
Baker Chad R 7.65% Reduce -5.8% 163,883 $47.4M
Continuum Advisory, LLC 3.83% Reduce -0.4% 163,706 $47.4M
Oxford Financial Group, LTD. LLC 2.40% Reduce -1.3% 163,489 $47.3M
Trust Asset Management LLC 2.94% Reduce -2.6% 163,144 $47.2M
Cooper Financial Group 3.91% Add +2.2% 162,755 $47.1M
Csenge Advisory Group 1.91% Add +2.7% 162,699 $47.1M
Cypress Wealth Services, LLC 5.79% Reduce -1.2% 162,581 $47.0M
GHP Investment Advisors, Inc. 1.73% Reduce -0.0% 162,262 $47.0M
Bridgeway Capital Management, LLC 0.83% Add +1.6% 162,252 $46.9M
Knuff & Co LLC 11.85% Add +2.7% 161,771 $46.8M
Cumberland Partners Ltd 3.02% Reduce -0.7% 161,477 $46.7M
Retirement Planning Group, LLC 1.18% Reduce -0.3% 161,007 $46.6M
Octavia Wealth Advisors, LLC 4.00% Reduce -5.9% 160,145 $46.3M
Texas Capital Bank Wealth Management Services Inc 2.48% Reduce -3.7% 159,817 $46.2M
Purpose Unlimited Inc. 1.78% Reduce -3.6% 159,332 $46.2M
Evolve Private Wealth, LLC 2.82% Reduce -46.8% 159,436 $46.1M
Bank of Hawaii 2.27% Reduce -2.5% 159,380 $46.1M
TCV Trust & Wealth Management, Inc. 3.49% Reduce -0.3% 159,199 $46.1M
Traphagen Investment Advisors LLC 3.29% Add +12.5% 159,148 $46.1M
RMR Wealth Builders 2.84% Add +2.7% 158,266 $45.8M
Zullo Investment Group, Inc. 15.59% Reduce -1.1% 157,905 $45.7M
Miller Wealth Advisors, LLC 19.28% Reduce -1.1% 157,683 $45.6M
Premier Path Wealth Partners, LLC 5.22% Add +2.4% 156,948 $45.4M
Wealth Management Associates, Inc. 12.52% Add +159.9% 156,777 $45.4M
Checchi Capital Advisers, LLC 2.88% Reduce -0.8% 156,650 $45.3M
GenTrust, LLC 1.74% Reduce -12.9% 156,565 $45.3M
NatWest Group plc 8.08% Add +12.9% 156,510 $45.3M
Formidable Asset Management, LLC 7.23% Reduce -1.2% 178,292 $45.2M
Teamwork Financial Advisors, LLC 4.21% Add +1.9% 156,029 $45.1M
FAS Wealth Partners, Inc. 2.35% Add +1.4% 156,028 $45.1M
Taikang Asset Management (Hong Kong) Co Ltd 4.11% No change 156,000 $45.1M
Cove Private Wealth, LLC 8.74% Add +15.5% 155,632 $45.0M
Red Door Wealth Management, LLC 4.10% Reduce -3.4% 155,184 $44.9M
Oakworth Capital, Inc. 2.13% Reduce -0.6% 154,156 $44.8M
Lake Street Private Wealth, LLC 5.14% Reduce -2.1% 154,772 $44.8M
Goelzer Investment Management, Inc. 1.95% Reduce -4.5% 154,703 $44.8M
Strategic Wealth Partners, Ltd. 2.77% Add +3.8% 154,485 $44.7M
Sittner & Nelson, LLC 14.04% Reduce -0.1% 154,183 $44.6M
Buckley Wealth Management, LLC 11.01% Reduce -0.9% 153,840 $44.5M
Riversedge Advisors, LLC 5.91% Add +66.2% 153,766 $44.5M
Folger Nolan Fleming Douglas Capital Management, Inc. 3.64% Reduce -0.6% 153,765 $44.5M
Winthrop Advisory Group LLC 2.99% Reduce -0.4% 153,589 $44.4M
Benin Management CORP 8.99% Reduce -0.2% 153,416 $44.4M
Wealth Architects, LLC 3.50% Reduce -0.6% 153,166 $44.3M
Granite Bay Wealth Management, LLC 4.08% Add +278.6% 153,136 $44.3M
Segment Wealth Management, LLC 2.30% Add +0.7% 152,914 $44.2M
Parcion Private Wealth LLC 2.45% Add +1.8% 152,759 $44.2M
Westchester Capital Management, Inc. 7.95% Reduce -2.6% 152,601 $44.2M
Berger Financial Group, Inc 2.25% Reduce -2.5% 152,260 $44.1M
Citizens National Bank Trust Department 6.48% Reduce -0.5% 152,183 $44.0M
Matrix Asset Advisors Inc. 3.58% Reduce -0.7% 152,173 $44.0M
Hardman Johnston Global Advisors LLC 1.54% Reduce -1.4% 151,706 $43.9M
Godsey & Gibb, Inc. 3.60% Reduce -3.5% 151,701 $43.9M
Facet Wealth, Inc. 0.63% Add +6.5% 151,666 $43.9M
Terril Brothers, Inc. 11.35% No change 151,666 $43.9M
Foster Group, Inc. 1.17% Add +1.0% 151,508 $43.8M
Kavar Capital Partners Group, LLC 5.40% Reduce -0.1% 151,324 $43.8M
Blue Trust, Inc. 0.46% Reduce -11.3% 151,098 $43.7M
Platform Technology Partners 7.15% Add +0.3% 150,937 $43.7M
Winslow Asset Management Inc. 7.58% Reduce -3.3% 150,640 $43.6M
First Long Island Investors, LLC 3.08% Add +31.6% 150,353 $43.5M
Bennett Selby Investments LP 13.90% Add +0.1% 150,285 $43.5M
Clarity Financial LLC 3.72% Add +35.7% 150,242 $43.5M
TradeWell Securities, LLC. 15.50% Reduce -2.1% 150,071 $43.4M
Greenwich Wealth Management LLC 1.58% Reduce -2.7% 150,066 $43.4M
Sawgrass Asset Management LLC 5.73% Reduce -2.4% 149,990 $43.4M
Legacy Advisors, LLC 4.05% Add +22.8% 149,777 $43.3M
Northstar Group, Inc. 5.77% Reduce -0.3% 149,674 $43.3M
Ramsay, Stattman, Vela & Price, Inc. 7.67% Reduce -1.3% 149,094 $43.1M
Lazari Capital Management, Inc. 13.41% Reduce -1.0% 149,017 $43.1M
Schmidt P J Investment Management Inc. 6.70% Reduce -1.5% 148,983 $43.1M
MayTech Global Investments, LLC 4.79% Reduce -4.7% 148,882 $43.1M
Staley Capital Advisers Inc. 1.68% Add +0.1% 148,861 $43.1M
Leonteq Securities AG 2.57% Reduce -24.7% 148,757 $43.0M
Ironwood Financial, llc 6.74% Reduce -9.9% 135,616 $43.0M
Cozad Asset Management Inc. 2.78% Reduce -0.7% 148,659 $43.0M
West Branch Capital LLC 9.99% Reduce -1.9% 148,498 $43.0M
PFG Advisors 2.17% Reduce -7.9% 148,464 $43.0M
Harbor Advisors LLC 5.40% No change 148,400 $42.9M
Campbell Capital Management Inc. 15.37% Reduce -0.6% 148,051 $42.8M
Waters Parkerson & Co., LLC 2.11% Reduce -4.1% 147,813 $42.8M
WP Advisors, LLC 10.35% Reduce -4.5% 147,791 $42.8M
Schnieders Capital Management, Llc. 5.64% Add +9.7% 147,775 $42.8M
Advisory Alpha, LLC 1.05% Add +1.5% 147,592 $42.7M
Quent Capital, LLC 2.62% Add +1.7% 147,594 $42.7M
HighPoint Advisor Group LLC 1.50% Add +1.6% 147,139 $42.6M
King Wealth Management Group 4.66% Reduce -1.2% 147,101 $42.6M
Personal Cfo Solutions, LLC 6.15% Add +6.9% 147,071 $42.6M
Earned Wealth Advisors, LLC 2.74% Reduce -26.3% 146,799 $42.5M
GuideStone Capital Management, LLC 100.00% Reduce -50.0% 146,788 $42.5M
Avantax Planning Partners, Inc. 1.06% Reduce -0.6% 146,753 $42.5M
Progressive Investment Management Corp 9.34% Reduce -1.3% 146,728 $42.5M
Greenwoods Asset Management Hong Kong Ltd. 1.94% Reduce -41.0% 146,668 $42.4M
Saybrook Capital 10.61% Reduce -1.5% 146,539 $42.4M
Journey Advisory Group, LLC 3.24% Add +0.9% 146,313 $42.3M
Conway Capital Management, Inc. 18.73% Reduce -1.2% 145,418 $42.1M
Edgewood Management LLC 0.43% Reduce -1.0% 145,289 $42.0M
Inscription Capital, LLC 3.72% Add +11.4% 144,917 $41.9M
Accurate Wealth Management, LLC 3.99% Add +7.3% 132,815 $41.9M
Hunter Associates Investment Management LLC 4.81% Add +0.5% 144,253 $41.7M
Missouri Trust & Investment Co 11.29% Add +0.4% 134,565 $41.6M
Postrock Partners LLC 16.90% No change 143,624 $41.6M
Kathmere Capital Management, LLC 2.21% Add +2.9% 143,565 $41.5M
One Wealth Advisors, LLC 4.58% Add +1.4% 143,505 $41.5M
Waterloo Capital, L.P. 2.34% Add +16.2% 143,351 $41.5M
Hilltop Holdings Inc. 3.37% Reduce -1.0% 143,296 $41.5M
Leisure Capital Management 12.92% Reduce -0.2% 143,042 $41.4M
Colonial Trust Co / SC 5.23% Reduce -1.2% 142,835 $41.3M
Cabot Wealth Management Inc. 4.21% Reduce -3.2% 142,794 $41.3M
StoneX Group Inc. 1.67% Add +8.4% 142,737 $41.3M
Sage Capital Advisors,llc 8.57% Reduce -2.0% 142,681 $41.3M
Marietta Investment Partners LLC 7.09% Reduce -0.6% 142,539 $41.2M
Peachtree Investment Partners, LLC 13.20% Add +1.5% 142,280 $41.2M
Jamison Private Wealth Management, Inc. 4.26% Add +6.2% 142,129 $41.1M
Mengis Capital Management, Inc. 6.25% Reduce -0.1% 141,611 $41.0M
Callahan Advisors, LLC 3.09% Add +0.6% 141,395 $40.9M
Bogart Wealth, LLC 1.40% Add +4.8% 141,376 $40.9M
Rothschild Capital Partners, LLC 8.80% Add +0.3% 141,322 $40.9M
Azzad Asset Management Inc. 3.62% Reduce -18.9% 141,319 $40.9M
LMR Partners LLP 0.37% Reduce -40.6% 141,301 $40.9M
Capital International Ltd. 1.33% Add +37.2% 141,094 $40.8M
Lodestar Private Asset Management LLC 3.53% Reduce -1.4% 141,047 $40.8M
Embree Financial Group 4.08% Reduce -1.8% 140,896 $40.8M
Renaissance Group LLC 1.66% Reduce -11.1% 140,868 $40.8M
MJP Associates Inc. 4.46% Add +0.9% 140,822 $40.7M
Kintra Wealth, LLC 2.13% Add +30.4% 133,385 $40.7M
Strategic Planning Group, LLC 4.43% Reduce -2.2% 140,696 $40.7M
Kiley Juergens Wealth Management, LLC 6.39% Reduce -1.5% 140,685 $40.7M
Smith, Moore & Co. 2.64% Reduce -1.7% 140,230 $40.6M
Pennsylvania Capital Management Inc. 10.29% Reduce -5.9% 140,052 $40.5M
Elequin Capital, LP 6.99% Add +4666666.7% 140,003 $40.5M
LVW Advisors, LLC 3.50% Add +0.3% 139,990 $40.5M
Greenwood Capital Associates LLC 3.98% Reduce -0.8% 139,989 $40.5M
Greatmark Investment Partners, Inc. 4.47% Reduce -1.5% 139,961 $40.5M
SageGuard Financial Group, LLC 5.69% Reduce -2.0% 139,881 $40.5M
Stembrook Asset Management, LLC 34.88% Reduce -0.1% 139,603 $40.4M
Suncoast Equity Management 5.04% Reduce -15.5% 139,049 $40.2M
Algert Global LLC 0.48% Reduce -21.3% 138,789 $40.2M
Capstone Financial Advisors, Inc. 1.96% Reduce -2.3% 138,711 $40.1M
Howard Financial Services, LTD. 4.01% Add +0.8% 138,692 $40.1M
Vancity Investment Management Ltd 6.01% Add +8.2% 138,312 $40.0M
Payden & Rygel 3.07% Add +275.8% 138,310 $40.0M
Premier Financial Group 8.05% New 13,827 $40.0M
Money Concepts Capital Corp. 1.85% Reduce -3.5% 138,265 $40.0M
Augustine Asset Management Inc. 8.10% Reduce -0.4% 138,177 $40.0M
Tiff Advisory Services, LLC 9.79% Reduce -1.2% 137,967 $39.9M
Private Trust Co. NA 3.19% Add +2.0% 137,963 $39.9M
Abner Herrman & Brock LLC 3.79% Add +15.3% 137,832 $39.9M
Magnus Financial Group LLC 2.83% Reduce -0.3% 137,634 $39.8M
WealthPLAN Partners, LLC 7.60% Reduce -12.3% 137,249 $39.7M
Motco 3.40% Add +42.5% 137,212 $39.7M
Lanark Financial, Inc. 2.69% Reduce -1.1% 137,129 $39.7M
Cigna Investments Inc. 5.18% Reduce -0.5% 137,044 $39.7M
Homestead Advisers Corp 0.98% New 136,900 $39.6M
Martin Capital Advisors, LLP 20.76% Add +0.3% 136,849 $39.6M
Meiji Yasuda America Inc 6.62% Add +28.8% 136,631 $39.5M
Defiance ETFs, LLC 0.55% Reduce -2.4% 134,229 $39.5M
Kidder Stephen W 9.98% Reduce -0.8% 136,410 $39.5M
Qtron Investments LLC 5.26% Reduce -13.3% 136,394 $39.5M
PDS Planning, Inc 2.28% Add +1.6% 136,287 $39.4M
Simmons Bank 2.25% Add +4.3% 136,153 $39.4M
Westerkirk Capital Inc. 3.79% No change 136,146 $39.4M
Oak Harvest Investment Services 3.68% Add +10.3% 135,836 $39.3M
Whalerock Point Partners, LLC 6.91% Reduce -1.9% 135,500 $39.2M
Vision Retirement, LLC 9.47% Add +0.4% 135,311 $39.2M
Semus Wealth Partners LLC 18.92% Reduce -1.2% 135,255 $39.1M
University of Texas/Texas Am Investment Management Co. 4.53% Add +133.2% 135,168 $39.1M
Rockline Wealth Management, LLC 7.47% Reduce -0.6% 134,864 $39.0M
Bensler, LLC 3.45% Add +1.1% 134,832 $39.0M
GDS Wealth Management 1.86% Add +5.7% 134,781 $39.0M
Icon Wealth Advisors, LLC 2.35% Add +22.6% 134,758 $39.0M
Synergy Asset Management, LLC 3.68% Reduce -14.9% 134,749 $39.0M
Family Manage LLC 4.09% Add +18.6% 134,722 $39.0M
Hardy Reed LLC 2.50% Reduce -0.1% 134,673 $39.0M
Stonebridge Financial Group, LLC 2.95% Reduce -0.5% 134,402 $38.9M
Cape Cod Five Cents Savings Bank 3.16% — 134,146 $38.8M
JB Capital LLC 1.34% Add +0.7% 134,089 $38.8M
Clarity Wealth Advisors, LLC 6.83% Reduce -1.2% 133,752 $38.7M
Patton Albertson Miller Group, LLC 3.84% Reduce -0.8% 133,484 $38.6M
1ST Source Bank 1.75% Reduce -0.2% 133,308 $38.6M
Hayek Kallen Investment Management 11.64% Reduce -0.6% 132,590 $38.4M
Regatta Capital Group, LLC 5.16% Add +6.8% 132,482 $38.3M
RPG Investment Advisory, LLC 3.93% Reduce -0.6% 132,243 $38.3M
RVW Wealth, LLC 2.52% Reduce -2.8% 132,157 $38.2M
Princeton Capital Management LLC 8.62% Reduce -2.7% 132,060 $38.2M
Steele Capital Management, Inc. 1.41% Reduce -3.0% 132,054 $38.2M
BOCHK Asset Management Ltd 6.02% Add +10.6% 131,950 $38.2M
Pettyjohn, Wood & White, Inc. 5.55% Reduce -0.2% 131,897 $38.2M
First National Advisers, LLC 5.34% Reduce -13.8% 131,469 $38.0M
Harris Associates (Oakmark Funds) 0.05% Reduce -0.2% 131,305 $38.0M
Insight Holdings Group, LLC 2.88% New 131,050 $37.9M
Mechanics Bank Trust Department 4.69% Add +1.1% 131,046 $37.9M
Shepherd Financial Partners LLC 3.12% Reduce -0.5% 131,046 $37.9M
Sterling Investment Advisors, Ltd. 6.33% Reduce -1.1% 130,967 $37.9M
Wedgewood Partners Inc. 7.81% Reduce -3.3% 130,682 $37.8M
Burling Wealth Partners, LLC 5.52% Add +0.3% 130,429 $37.7M
AdvisorNet Financial, Inc 1.72% Add +10.4% 130,323 $37.7M
Anchor Investment Management, LLC 2.83% Add +0.1% 130,094 $37.6M
Stratos Investment Management, LLC 1.36% Add +0.5% 130,083 $37.6M
Laurel Wealth Advisors LLC 3.63% Reduce -0.8% 129,713 $37.5M
Intrust Bank NA 2.77% Reduce -0.4% 129,689 $37.5M
Catalyst Financial Partners LLC 3.72% Add +5.5% 129,671 $37.5M
Capital Investment Advisory Services, LLC 2.31% Add +2.7% 129,139 $37.4M
MainStreet Investment Advisors LLC 5.09% Reduce -3.2% 129,063 $37.3M
Front Row Advisors LLC 10.81% Reduce -4.9% 122,461 $37.3M
Schwarz Dygos Wheeler Investment Advisors LLC 7.10% Reduce -1.2% 128,572 $37.2M
San Luis Wealth Advisors LLC 5.57% Add +1.6% 127,968 $37.0M
Sovran Advisors, LLC 2.76% Reduce -5.3% 108,755 $37.0M
Wallington Asset Management, LLC 4.54% Reduce -0.1% 127,779 $37.0M
Proficio Capital Partners LLC 1.33% Add +129.0% 127,762 $37.0M
Gateway Wealth Partners, LLC 2.21% Reduce -40.7% 127,474 $36.9M
Barlow Wealth Partners, LLC 3.98% Reduce -3.8% 117,646 $36.9M
Tyche Wealth Partners LLC 5.17% Reduce -3.2% 127,353 $36.9M
Maloon Powers Pitre Higgins & Dennehy, LLC 12.66% — 127,329 $36.8M
Keel Point, LLC 2.18% Add +5.5% 127,320 $36.8M
Chickasaw Capital Management LLC 1.32% Add +0.4% 127,261 $36.8M
Resolute Wealth Strategies, LLC 14.26% Reduce -1.4% 127,167 $36.8M
Atwood & Palmer Inc. 1.96% Reduce -0.2% 127,072 $36.8M
Parthenon LLC 3.82% Reduce -0.2% 127,020 $36.8M
Canal Capital Management, LLC 4.49% Reduce -0.8% 127,013 $36.8M
Rowlandmiller & Partners.adv 6.68% Reduce -2.3% 126,596 $36.6M
Mitchell McLeod Pugh & Williams Inc. 4.49% Add +3.7% 126,528 $36.6M
Knollwood Investment Advisory, LLC 3.25% Reduce -15.6% 126,467 $36.6M
RFP Financial Group LLC 16.38% Reduce -0.9% 126,412 $36.6M
Root Financial Partners, LLC 1.42% Reduce -5.6% 126,099 $36.5M
CCM Investment Advisers LLC 2.82% Add +2.0% 126,090 $36.5M
Regal Investment Advisors LLC 1.89% Reduce -1.2% 125,654 $36.4M
GLOBALT Investments LLC / GA 1.23% Reduce -2.5% 125,597 $36.3M
Valley National Advisers Inc. 4.04% Add +20.6% 125,576 $36.3M
Founders Financial Alliance, LLC 4.81% Reduce -2.4% 125,514 $36.3M
Ninety One SA (Pty) Ltd 1.96% Add +25.5% 125,672 $36.2M
Oak Asset Management, LLC 11.65% Reduce -1.9% 125,189 $36.2M
Smithbridge Asset Management Inc. 4.93% Reduce -4.2% 125,188 $36.2M
Hills Bank & Trust Co 1.54% Reduce -2.6% 124,984 $36.2M
Tradition Wealth Management, LLC 2.21% Add +0.2% 124,953 $36.2M
Plancorp, LLC 0.88% Reduce -3.8% 113,711 $36.1M
Naviter Wealth, LLC 3.27% Add +20.8% 124,422 $36.0M
DE Burlo Group Inc. 6.57% Reduce -1.7% 124,085 $35.9M
Mirador Capital Partners LP 4.39% Reduce -0.0% 123,799 $35.8M
Relyea Zuckerberg Hanson LLC 2.98% Add +52.5% 123,702 $35.8M
Creative Financial Designs Inc. 1.70% Reduce -0.6% 123,645 $35.8M
1776 Wealth LLC 12.61% Reduce -0.6% 123,714 $35.8M
JLB & Associates Inc. 4.78% Reduce -11.5% 123,528 $35.7M
Bison Wealth, LLC 3.29% Add +12.4% 114,143 $35.7M
TCI Wealth Advisors, Inc. 1.54% Reduce -1.2% 123,283 $35.7M
Draper Asset Management, LLC 18.02% Reduce -0.9% 123,157 $35.6M
Meridiem Capital Partners LP 1.64% Reduce -37.3% 122,941 $35.6M
Marietta Wealth Management, LLC 3.66% Reduce -0.5% 122,884 $35.6M
Trifecta Capital Advisors, LLC 4.58% Add +4.6% 122,859 $35.6M
Verity & Verity, LLC 2.44% Reduce -0.7% 122,773 $35.5M
First Financial Bank - Trust Division 2.53% Add +0.7% 122,587 $35.5M
Meiji Yasuda Life Insurance Co 1.17% Reduce -6.9% 122,367 $35.4M
Robinhood Asset Management, LLC 1.89% Add +25.4% 122,289 $35.4M
Condor Capital Management 2.65% Reduce -4.8% 121,987 $35.3M
RNC Capital Management LLC 1.46% Reduce -1.0% 121,966 $35.3M
Foster Victor Wealth Advisors, LLC 1.85% Add +1.6% 111,885 $35.2M
Hamilton Wealth, LLC 6.45% Add +0.2% 121,692 $35.2M
Perennial Advisors, LLC 5.47% Reduce -0.8% 121,530 $35.2M
Old Mission Investment Co LLC 7.33% Add +0.1% 121,484 $35.2M
BIP Wealth, LLC 0.99% Add +27.9% 121,031 $35.0M
Parr McKnight Wealth Management Group, LLC 4.15% Add +0.1% 121,028 $35.0M
American Money Management, LLC 4.99% Add +0.4% 120,845 $35.0M
Bourne Lent Asset Management Inc. 12.08% Reduce -5.7% 120,823 $35.0M
Southland Equity Partners LLC 6.12% Reduce -0.1% 120,820 $35.0M
Ironwood Investment Counsel, LLC 4.58% Reduce -0.8% 120,730 $34.9M
Integrated Financial Solutions, Inc. 18.86% Add +0.6% 120,673 $34.9M
Hutchinson Capital Management 5.98% Add +3.1% 120,621 $34.9M
First National Bank & Trust Co. of Newtown 7.10% Reduce -1.9% 112,986 $34.9M
Alley Investment Management Company, LLC 4.07% Reduce -1.4% 120,432 $34.8M
NWF Advisory Services Inc. 3.28% Reduce -1.0% 120,412 $34.8M
McKinley Carter Wealth Services, Inc. 1.80% Reduce -0.4% 120,271 $34.8M
Pioneer Trust Bank N A 7.89% Reduce -1.3% 120,253 $34.8M
Golden State Wealth Management, LLC 3.17% Reduce -1.8% 120,182 $34.8M
CFO4Life Group, LLC 4.68% Add +0.6% 120,154 $34.8M
RBF Capital, LLC 1.46% No change 120,000 $34.7M
Rheos Capital Works Inc. 1.98% Add +100.0% 120,000 $34.7M
Indivisible Partners 1.96% Add +7.2% 119,942 $34.7M
South Street Advisors LLC 4.50% Reduce -4.0% 119,506 $34.6M
MCF Advisors LLC 1.24% Add +8.3% 119,467 $34.6M
Allen Mooney & Barnes Investment Advisors LLC 5.25% Reduce -10.6% 119,343 $34.5M
Quantum Financial Advisors, LLC 3.42% Reduce -0.1% 119,335 $34.5M
RKL Wealth Management LLC 2.75% Reduce -0.6% 119,147 $34.5M
CHICAGO TRUST Co NA 5.03% Add +0.2% 118,963 $34.4M
Brandywine Oak Private Wealth LLC 2.61% Reduce -1.5% 118,752 $34.4M
one8zero8, LLC 6.81% Reduce -0.4% 118,718 $34.4M
Mark Asset Management LP 3.48% Reduce -4.4% 118,670 $34.3M
Clark Asset Management, LLC 2.68% Add +6.0% 118,130 $34.2M
Peak Asset Management, LLC 5.02% Add +3.3% 117,906 $34.1M
Fairview Capital Investment Management, LLC 1.80% Add +11.2% 117,880 $34.1M
Ibex Wealth Advisors 2.67% Add +0.1% 117,710 $34.1M
Natural Investments, LLC 7.48% Add +1.8% 117,657 $34.0M
James J. Burns & Company, LLC 3.68% Reduce -0.3% 117,508 $34.0M
Aventura Private Wealth, LLC 10.43% Add +0.4% 117,478 $34.0M
Werba Rubin Papier Wealth Management 4.12% Reduce -2.2% 117,297 $33.9M
Broderick Brian C 5.24% Reduce -0.2% 117,051 $33.9M
Asset One Wealth Management LLC 3.57% Add +1.4% 103,362 $33.9M
Fischer Financial Services, Inc. 8.50% Add +728.0% 116,876 $33.8M
First Western Trust Bank 1.65% Reduce -1.7% 116,839 $33.8M
GAMCO Investors 0.30% Reduce -3.3% 116,796 $33.8M
Beck Mack & Oliver LLC 0.66% Reduce -0.1% 116,462 $33.7M
Wellington Shields & Co., LLC 7.53% Add +6.3% 116,104 $33.6M
Zevin Asset Management LLC 4.71% Reduce -5.9% 116,067 $33.6M
Legacy Capital Group California, Inc. 10.12% Reduce -0.3% 115,979 $33.6M
XML Financial, LLC 2.44% Add +0.7% 115,961 $33.6M
Jackson Square Capital, LLC 4.66% Reduce -0.8% 115,767 $33.5M
GW&K Investment Management, LLC 0.26% Reduce -1.2% 115,761 $33.5M
McGuire Investment Group, LLC 2.93% Reduce -0.9% 115,570 $33.4M
Holderness Investments Co. 5.55% Reduce -0.1% 115,115 $33.3M
SevenBridge Financial Group, LLC 4.90% Reduce -2.3% 106,300 $33.3M
Focused Wealth Management, Inc 2.94% Add +0.7% 114,902 $33.2M
Concentrum Wealth Management 7.96% Add +1.6% 114,893 $33.2M
Bellecapital International Ltd. 5.30% Add +1.9% 114,638 $33.2M
Westover Capital Advisors, LLC 5.51% Add +1.1% 114,637 $33.2M
Brick & Kyle, Associates 10.94% No change 130,619 $33.1M
Institute for Wealth Management, LLC. 2.93% Reduce -4.0% 114,542 $33.1M
Linscomb Wealth, Inc. 1.44% Reduce -12.5% 114,461 $33.1M
Cornerstone Advisory, LLC 2.75% Add +0.2% 114,443 $33.1M
New Hampshire Trust 6.25% Reduce 0.0% 114,427 $33.1M
Strategic Blueprint, LLC 1.65% Reduce -4.7% 114,143 $33.0M
Fulcrum Asset Management LLP 3.29% New 117,131 $33.0M
Independence Bank of Kentucky 3.72% Reduce -1.8% 113,982 $33.0M
Silver Oak Securities, Incorporated 2.00% Add +1.3% 113,961 $33.0M
Allen Capital Group, LLC 2.70% Add +1.0% 113,847 $32.9M
NTV Asset Management LLC 3.23% Reduce -1.1% 113,774 $32.9M
United Bank 3.86% Reduce -3.2% 113,760 $32.9M
Winning Points Advisors, LLC 43.34% Add +0.7% 159,304 $32.9M
Sander Capital Advisors Inc. 17.37% Reduce -0.2% 113,481 $32.8M
RPS Advisory Solutions LLC 21.70% Reduce -1.5% 113,444 $32.8M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 7.04% Reduce -1.6% 113,122 $32.7M
Zuckerman Investment Group, LLC 2.78% Add +12.0% 113,075 $32.7M
Members Trust Co 1.02% Reduce -0.8% 112,996 $32.7M
Oak Associates Ltd. 1.83% No change 112,894 $32.7M
Brookwood Investment Group LLC 3.79% Add +6.8% 112,765 $32.6M
Brown Miller Wealth Management, LLC 8.18% Add +1.6% 112,243 $32.5M
Connecticut Wealth Management, LLC 1.20% Reduce -3.5% 111,984 $32.4M
Abundance Wealth Counselors 2.10% Add +80.9% 111,893 $32.4M
Resonant Capital Advisors, LLC 1.55% Add +2.1% 111,880 $32.4M
Kelleher Financial Advisors 4.63% Add +64.1% 111,733 $32.3M
Jacobi Capital Management LLC 1.58% Add +0.3% 111,297 $32.2M
Willis Investment Counsel 1.53% Add +2.0% 111,285 $32.2M
Nicholas Hoffman & Company, LLC. 0.68% Reduce -0.1% 111,231 $32.2M
Norman Fields, Gottscho Capital Management, LLC 9.73% No change 111,037 $32.1M
Security National Bank 3.83% Reduce -0.5% 111,008 $32.1M
Mitchell Capital Management Co. 4.88% Reduce -1.6% 110,818 $32.1M
Himalaya Capital Management 0.86% No change 110,600 $32.0M
Canandaigua National Bank & Trust Co. 2.70% — 110,536 $32.0M
BSW Wealth Partners 3.54% Reduce -0.6% 110,137 $31.9M
James Investment Research, Inc. 3.24% Reduce -4.0% 110,118 $31.9M
Proem Advisors LLC 6.54% Reduce -8.3% 110,000 $31.8M
Tema ETFs LLC 1.03% Add +10.7% 109,937 $31.8M
Claret Asset Management Corp 3.46% Reduce -2.3% 109,863 $31.8M
Legacy Wealth Management, LLC / MS 8.16% Add +0.6% 109,796 $31.8M
Private Wealth Asset Management, LLC 3.06% Reduce -3.2% 109,636 $31.7M
Scott & Selber, Inc. 6.69% Reduce -0.0% 109,589 $31.7M
Kelly Lawrence W & Associates Inc. 6.89% Reduce -0.8% 109,367 $31.6M
Sax Wealth Advisors, LLC 1.29% Add +15.3% 124,661 $31.6M
Huntleigh Advisors, Inc. 4.43% Add +3.1% 109,310 $31.6M
Clearstead Trust, LLC 4.13% Add +0.8% 109,097 $31.6M
Arjuna Capital 7.10% Reduce -3.4% 109,019 $31.5M
Gilliland Jeter Wealth Management LLC 8.26% Reduce -2.3% 109,006 $31.5M
Hohimer Wealth Management, LLC 3.26% Reduce -4.6% 108,953 $31.5M
Perpetual Ltd 0.45% Reduce -4.0% 108,908 $31.5M
Main Street Financial Solutions, LLC 2.02% Reduce -0.7% 108,886 $31.5M
Diversified Enterprises, LLC 1.52% Add +1.3% 108,809 $31.5M
Waldron Private Wealth LLC 1.09% Reduce -1.5% 108,448 $31.4M
Regent Peak Wealth Advisors LLC 5.79% Add +0.3% 108,166 $31.3M
Decatur Capital Management, Inc. 10.60% Add +0.0% 107,989 $31.2M
Covington Investment Advisors Inc. 4.04% Reduce -1.5% 107,968 $31.2M
Plimoth Trust Co. LLC 6.23% Reduce -0.1% 107,732 $31.2M
Guardian Wealth Advisors, LLC / NC 1.76% Reduce -0.1% 107,643 $31.1M
Moody National Bank Trust Division 2.58% Reduce -2.8% 107,631 $31.1M
Sierra Capital LLC 3.00% Reduce -0.2% 107,270 $31.0M
Lester Murray Antman dba SimplyRich 7.26% Reduce -0.0% 107,218 $31.0M
Trustmark Bank Trust Department 1.84% Add +3.6% 107,001 $31.0M
Cypress Asset Management Inc. 6.02% Reduce -1.5% 106,911 $30.9M
Canvas Wealth Advisors, LLC 4.31% Add +1.3% 106,892 $30.9M
Valicenti Advisory Services Inc. 5.84% Reduce -0.3% 106,885 $30.9M
Essex Bank 6.68% Reduce -0.7% 106,814 $30.9M
Weil Company, Inc. 5.44% Add +0.6% 106,724 $30.9M
Wealth Enhancement Trust Services, Inc. 3.43% Reduce -8.4% 106,634 $30.9M
Sierra Summit Advisors LLC 3.45% Reduce -4.4% 106,629 $30.9M
Graves Light Lenhart Wealth, Inc. 2.88% Reduce -1.4% 106,571 $30.8M
Onex Canada Asset Management Inc. 4.75% No change 106,485 $30.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.52% Add +1.5% 106,345 $30.8M
Zions Bancorporation, National Association 1.84% Reduce -2.9% 106,231 $30.7M
Oxbow Advisors, LLC 2.53% Add +2.3% 106,008 $30.7M
Prestige Wealth Management Group LLC 5.57% Add +2.6% 106,001 $30.7M
Wilmar Advisors LLC 22.22% No change 106,000 $30.7M
Garde Capital, Inc. 1.37% Add +0.5% 105,802 $30.6M
Cardiff Park Advisors, LLC 2.38% Reduce -2.6% 105,759 $30.6M
Triad Wealth Partners, LLC 1.81% Add +27.3% 100,693 $30.6M
Symmetry Partners, LLC 1.56% Add +2.3% 105,541 $30.5M
Te Ahumairangi Investment Management Ltd 4.93% Reduce -9.2% 105,532 $30.5M
Winch Advisory Services, LLC 6.34% Reduce -1.8% 105,446 $30.5M
Altfest L J & Co. Inc. 2.95% Reduce -2.3% 105,263 $30.5M
Archford Capital Strategies, LLC 3.08% Add +0.6% 105,245 $30.5M
Monetary Management Group Inc. 6.26% Reduce -13.0% 105,227 $30.4M
Science & Technology Partners, L.P. 5.12% Add +746.6% 104,985 $30.4M
OMC Financial Services LTD 10.06% Reduce -1.8% 104,952 $30.4M
Trek Financial, LLC 1.51% New 104,919 $30.4M
Verition Fund Management LLC 0.23% Reduce -28.1% 104,619 $30.3M
Ignite Planners, LLC 4.16% Add +1.0% 104,598 $30.3M
Blue Zone Wealth Advisors, LLC 5.28% Add +0.2% 104,478 $30.2M
Stockman Wealth Management, Inc. 3.12% Reduce -4.2% 104,288 $30.2M
Ellis Investment Partners, LLC 4.57% Reduce -2.3% 104,239 $30.2M
TTP Investments, Inc. 12.22% Add +0.0% 104,116 $30.1M
Townsquare Capital LLC 5.54% Add +4.1% 104,106 $30.1M
Marks Group Wealth Management, Inc 2.62% Reduce -6.2% 104,089 $30.1M
Community Financial Services Group, LLC 4.38% Add +1.0% 102,236 $30.1M
Copeland Capital Management, LLC 0.62% Reduce -4.1% 103,808 $30.0M
LSV Asset Management 0.05% No change 103,714 $30.0M
FourThought Financial Partners, LLC 2.32% Add +1.0% 103,715 $30.0M
Harrell Investment Partners, LLC 6.50% Reduce -1.4% 103,658 $30.0M
HORAN Wealth, LLC 3.74% Add +1.1% 103,493 $29.9M
Platform Wealth Management, LLC 10.96% — 103,471 $29.9M
TriaGen Wealth Management LLC 7.51% Reduce -12.7% 103,464 $29.9M
Moss Adams Wealth Advisors LLC 1.87% Reduce -3.5% 103,386 $29.9M
McLean Asset Management Corp 3.95% Reduce -1.2% 96,785 $29.9M
Dale Q Rice Investment Management Ltd 16.13% Reduce -2.5% 102,840 $29.8M
Key Financial Inc 4.87% Reduce -0.7% 102,793 $29.7M
Perkins Coie Trust Co 4.92% Add +0.0% 102,658 $29.7M
Stenger Family Office, LLC 4.72% Reduce -0.3% 102,554 $29.7M
Great Lakes Retirement, Inc. 2.63% Add +1.9% 102,454 $29.6M
Diamant Asset Management, Inc. 20.15% Reduce -99.6% 102,419 $29.6M
Crewe Advisors LLC 2.15% Reduce -2.5% 102,418 $29.6M
Provident Investment Management, Inc. 2.87% Add +3495.3% 102,215 $29.6M
Atwater Malick LLC 6.43% Add +2.2% 102,071 $29.5M
Stonebridge Financial Group, LLC 4.09% — 101,970 $29.5M
Clean Yield Group 7.31% Add +0.0% 101,792 $29.5M
Rockport Wealth LLC 4.94% Reduce -6.2% 101,678 $29.4M
Alta Capital Management LLC/ 2.19% Reduce -41.8% 101,610 $29.4M
Hilton Capital Management, LLC 2.01% Add +1.1% 101,580 $29.4M
Yukon Wealth Management, Inc. 8.41% Add +1994.4% 101,516 $29.4M
Monograph Wealth Advisors, LLC 2.41% Reduce -17.8% 101,437 $29.4M
Quadcap Wealth Management, LLC 2.86% Add +2.1% 101,357 $29.3M
Denali Advisors LLC 2.95% Reduce -14.5% 101,322 $29.3M
Bill Few Associates, Inc. 6.26% Reduce -1.8% 101,267 $29.3M
Blume Capital Management, Inc. 4.34% Add +0.9% 101,193 $29.3M
Quantum Private Wealth, LLC 7.50% Reduce -4.7% 101,104 $29.3M
Farmers National Bank 6.10% Reduce -1.3% 101,024 $29.2M
Copos Capital B.V. 3.95% — 100,932 $29.2M
Mystic Asset Management, Inc. 6.23% Reduce -6.6% 100,682 $29.1M
Peddock Capital Advisors, LLC 5.81% Reduce -0.9% 100,506 $29.1M
Firetrail Investments PTY Ltd. 8.20% Reduce -2.1% 101,080 $29.1M
Saratoga Research & Investment Management 1.59% Reduce -10.3% 100,400 $29.1M
Sigma Investment Counselors Inc. 1.41% Reduce -8.7% 100,323 $29.0M
Hamilton Point Investment Advisors, LLC 4.09% Reduce -0.3% 100,316 $29.0M
7G Capital Management, LLC 13.24% No change 100,000 $28.9M
Torno Capital, LLC 2.00% New 100,000 $28.9M
Wellington Shields Capital Management, LLC 3.67% Reduce -6.1% 99,923 $28.9M
Baldwin Investment Management, LLC 2.79% Add +41.4% 99,797 $28.9M
Whale Rock Capital Management 0.23% Add +3.3% 99,766 $28.9M
Alchemi Wealth, LLC 13.52% Reduce -1.7% 99,740 $28.9M
Wittenberg Investment Management, Inc. 9.91% Reduce -3.0% 99,726 $28.9M
Alexander Labrunerie & Co., Inc. 10.20% Reduce -2.4% 99,665 $28.8M
Navalign, LLC 6.71% Reduce -0.8% 99,451 $28.8M
Unisphere Establishment 0.24% Reduce -12.0% 99,300 $28.7M
COFG Advisors, LLC 4.96% Add +24.8% 99,233 $28.7M
Professional Advisory Services Inc. 3.16% Add +4.2% 99,215 $28.7M
Nadler Financial Group, Inc. 2.43% Reduce -2.0% 99,197 $28.7M
Trivium Point Advisory, LLC 2.60% Add +22.7% 99,152 $28.7M
Baader Bank Aktiengesellschaft 2.34% Add +9.7% 98,949 $28.6M
Global Assets Advisory, LLC 6.25% Add +20.2% 97,379 $28.6M
Cornell Pochily Investment Advisors, Inc. 7.70% Reduce -2.6% 98,929 $28.6M
Ethos Financial Group, LLC 1.92% Add +0.6% 86,531 $28.6M
Strategic Investment Advisors / MI 1.72% Reduce -2.5% 98,426 $28.5M
Mosaic Family Wealth Partners, LLC 1.93% Add +35.8% 98,333 $28.5M
Financial Partners Group, Inc 2.88% Reduce -0.1% 98,158 $28.4M
Liberty Wealth Management LLC 3.54% No change 111,781 $28.4M
CenterBook Partners LP 1.39% Add +10.8% 98,050 $28.4M
Gilder Gagnon Howe & Co. LLC 0.29% Add +23.9% 97,955 $28.3M
Villere St Denis J & Co. LLC 3.47% Reduce -6.8% 97,884 $28.3M
Claro Advisors Inc. 2.97% Add +0.3% 97,879 $28.3M
Summit Wealth Group LLC / Co. 2.34% Reduce -0.6% 97,815 $28.3M
JFS Wealth Advisors, LLC 1.41% Reduce -1.6% 97,671 $28.3M
Harvey Capital Management Inc. 5.81% Reduce -0.4% 97,665 $28.3M
City Holding Co. 3.19% Reduce -1.6% 97,401 $28.2M
Elk River Wealth Management LLC 4.49% Reduce -5.8% 97,338 $28.2M
Brady Family Wealth, LLC 8.13% Reduce -3.5% 97,300 $28.2M
Sava Infond d.o.o. 2.00% Add +36.7% 97,270 $28.1M
Aprio Wealth Management, LLC 1.39% Reduce -0.3% 97,228 $28.1M
TRUE Private Wealth Advisors 2.42% Reduce -2.7% 96,808 $28.0M
Axxion S.A. 2.02% — 110,232 $28.0M
Sompo Asset Management Co., Ltd. 4.59% Add +10.1% 96,559 $27.9M
180 Wealth Advisors, LLC 2.80% Reduce -3.2% 96,456 $27.9M
Fulcrum Capital LLC 5.64% Reduce -3.5% 96,103 $27.8M
Legacy Trust 4.91% Reduce -23.6% 95,877 $27.7M
Sound Income Strategies, LLC 1.24% Add +2.8% 95,774 $27.7M
Grandfield & Dodd, LLC 1.45% Reduce -0.2% 95,536 $27.6M
Paulson Wealth Management Inc. 5.86% Add +0.2% 95,476 $27.6M
Strategic Global Advisors, LLC 3.93% Add +4.8% 95,277 $27.6M
TigerOak Management, L.L.C. 7.73% Reduce -1.4% 95,112 $27.5M
Chokshi & Queen Wealth Advisors, Inc 12.74% Add +2.1% 95,107 $27.5M
Jeppson Wealth Management, LLC 8.10% Reduce -1.4% 94,969 $27.5M
Ables, Iannone, Moore & Associates, Inc. 14.62% Add +1.8% 94,788 $27.4M
CV Advisors LLC 5.19% Add +13.3% 94,733 $27.4M
Manske Wealth Management 6.81% Reduce -1.6% 94,727 $27.4M
Kemnay Advisory Services Inc. 3.46% Add +30.5% 94,671 $27.4M
EagleClaw Capital Managment, LLC 3.66% Reduce -4.8% 94,398 $27.3M
Levin Capital Strategies, L.P. 1.83% Add +0.4% 94,384 $27.3M
Romano Brothers and Company 2.74% Reduce -1.7% 94,276 $27.3M
Titan Investment Solutions Ltd 3.05% Add +3.4% 94,272 $27.3M
Central Pacific Bank - Trust Division 2.88% Add +12.4% 94,270 $27.3M
Churchill Financial Advisors, LLC 5.25% Reduce -0.4% 94,247 $27.3M
Belvedere Trading LLC 2.27% New 94,232 $27.3M
Supplemental Annuity Collective Trust of NJ 7.00% Reduce -5.8% 94,203 $27.3M
MSA Advisors, LLC 7.01% Add +2.4% 94,192 $27.3M
Strait & Sound Wealth Management LLC 9.57% Reduce -10.0% 94,055 $27.2M
DV Trading LLC 2.25% Add +63.9% 94,052 $27.2M
Meridian Wealth Advisors, LLC 3.09% Add +0.6% 94,005 $27.2M
Vertex Planning Partners, LLC 4.04% Add +7.2% 93,981 $27.2M
Trust Co of the South 3.83% Reduce -2.3% 93,977 $27.2M
Onyx Bridge Wealth Group LLC 2.44% Add +0.4% 93,792 $27.1M
Mezzasalma Advisors, LLC 5.45% Reduce -1.8% 93,718 $27.1M
Miramontes Capital, LLC 8.43% Add +0.9% 93,662 $27.1M
Broadleaf Partners, LLC 5.24% Add +2.5% 93,535 $27.1M
Bearing Point Capital, LLC 3.65% Reduce -1.4% 93,405 $27.0M
Peterson Wealth Services 5.89% Reduce -0.1% 93,355 $27.0M
Tufton Capital Management 4.53% Reduce -2.2% 93,351 $27.0M
Cambient Family Office, LLC 3.32% Reduce -0.7% 93,332 $27.0M
Lineweaver Wealth Advisors, LLC 3.20% Add +2.5% 93,087 $26.9M
bLong Financial, LLC 17.54% Reduce -0.1% 93,057 $26.9M
Nelson Capital Management, LLC 2.95% Reduce -1.2% 93,035 $26.9M
Foster Dykema Cabot & Partners, LLC 1.56% Reduce -1.4% 93,009 $26.9M
Strategic Wealth Investment Group, LLC 3.26% Reduce -7.4% 92,998 $26.9M
Cordatus Wealth Management LLC 5.90% Reduce -0.2% 92,880 $26.9M
Palogic Value Management, L.P. 9.66% Add +104.4% 92,876 $26.9M
National Philanthropic Trust 0.39% Add +2.4% 92,556 $26.8M
Sowa Financial Group, Inc. 12.45% Reduce -3.8% 92,288 $26.7M
Fortis Capital Advisors, LLC 3.00% Add +6.0% 92,232 $26.7M
Keebeck Wealth Management 2.61% Add +9.4% 92,210 $26.7M
Isthmus Partners, LLC 2.58% Add +1.4% 92,177 $26.7M
NFSG Corp 3.30% Add +3.0% 92,138 $26.7M
Providence Capital Advisors, LLC 4.03% Add +7.4% 92,030 $26.6M
Millennium Capital Advisors, LLC 14.51% Reduce -0.7% 92,005 $26.6M
Westside Investment Management, Inc. 3.50% Reduce -0.1% 92,002 $26.6M
Searle & Co. 5.98% Add +0.5% 91,948 $26.6M
Costello Asset Management, INC 7.98% Add +1.7% 91,912 $26.6M
McAdam, LLC 1.03% Add +2.8% 91,902 $26.6M
Skylands Capital, LLC 3.26% Reduce -5.2% 91,740 $26.5M
MBL Wealth, LLC 1.81% Reduce -2.7% 91,740 $26.5M
Optas, LLC 3.72% Add +4.0% 91,699 $26.5M
Chemistry Wealth Management LLC 4.27% Add +0.2% 91,699 $26.5M
Central Bank & Trust Co. 3.76% Reduce -0.6% 91,580 $26.5M
Guyasuta Investment Advisors Inc. 1.37% Add +0.3% 91,383 $26.4M
L & S Advisors Inc 2.73% Reduce -14.4% 91,162 $26.4M
Quotient Wealth Partners, LLC 0.62% Add +0.7% 91,120 $26.4M
Wernau Asset Management Inc. 24.98% Reduce -2.8% 91,042 $26.3M
Northside Capital Management, LLC 2.16% Reduce -2.5% 91,000 $26.3M
QVT Financial LP 1.71% No change 90,765 $26.3M
Armstrong, Fleming & Moore, Inc 8.68% Reduce -1.1% 90,528 $26.2M
Taylor Hoffman Capital Management LLC 6.36% Reduce -0.1% 90,398 $26.2M
Roberts Wealth Advisors, LLC 5.94% Reduce -2.2% 90,395 $26.2M
Toth Financial Advisory Corp. 2.55% Add +4.5% 90,357 $26.1M
Orange Investment Advisors, Inc. 3.17% Reduce -6.8% 90,281 $26.1M
Whitener Capital Management, Inc. 5.53% Reduce -0.8% 90,157 $26.1M
Legacy Financial Advisors, Inc. 3.18% Add +6.5% 90,105 $26.1M
Walter & Keenan Wealth Management LLC /in/ 6.44% Add +0.5% 89,982 $26.0M
Pinnacle Wealth Planning Services, Inc. 2.48% Reduce -2.4% 89,844 $26.0M
Horiko Capital Management LLC 4.58% Reduce -5.6% 90,216 $26.0M
First PREMIER Bank 4.19% Reduce -1.0% 89,684 $26.0M
AIMZ Investment Advisors, LLC 7.14% Reduce -1.1% 89,665 $25.9M
Compass Financial Management LLC 3.16% — 86,448 $25.9M
1834 Investment Advisors Co. 2.93% Reduce -0.5% 89,375 $25.9M
Tudor Investment Corporation 0.11% Reduce -88.9% 89,254 $25.8M
Founders Financial Securities LLC 1.32% Add +1.2% 89,227 $25.8M
Richard C. Young & CO., LTD. 1.90% Add +0.5% 89,222 $25.8M
Portfolio Design Labs, LLC 4.23% Reduce -11.5% 89,125 $25.8M
Caitong International Asset Management Co., Ltd 3.54% Add +261.7% 89,083 $25.8M
SeaBridge Investment Advisors LLC 3.73% Add +2.7% 89,073 $25.8M
Next Level Private LLC 5.04% Reduce -0.7% 88,915 $25.7M
AssuredPartners Investment Advisors, LLC 2.49% Add +8.8% 88,885 $25.7M
GSG Advisors LLC 5.66% Reduce -7.5% 88,878 $25.7M
Sentinel Trust Co. Lba 2.28% Reduce -1.6% 88,836 $25.7M
Jessup Wealth Management, Inc 7.67% Add +0.1% 88,825 $25.7M
Marex Group Ltd 0.19% Reduce -40.4% 88,784 $25.7M
Patriot Financial Group Insurance Agency, LLC 2.64% Reduce -48.8% 88,697 $25.7M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3.02% Add +0.9% 88,522 $25.6M
Asset Management Group, Inc. 3.74% Reduce -3.8% 88,422 $25.6M
United Advisor Group, LLC 2.71% Add +0.3% 88,092 $25.5M
Loomis Sayles & Co. L P 0.03% Reduce -5.1% 88,031 $25.5M
ICICI Prudential Asset Management Co Ltd 2.79% Reduce -0.2% 87,981 $25.5M
Guardian Asset Advisors, LLC 11.73% Add +2.7% 87,904 $25.4M
PFC Capital Group, Inc. 9.78% Reduce -0.4% 87,931 $25.4M
Rench Wealth Management, Inc. 6.81% Reduce -1.2% 87,651 $25.4M
Harbor Capital Advisors, Inc. 1.73% Add +0.7% 87,581 $25.3M
PCM Encore, LLC 4.45% Add +0.0% 87,454 $25.3M
Arbejdsmarkedets Tillaegspension 0.55% Reduce -13.3% 87,320 $25.3M
Sage Financial Group Inc. 1.40% Add +9518.1% 87,236 $25.2M
CMH Wealth Management LLC 3.85% Reduce -1.9% 87,186 $25.2M
Haverford Financial Services, Inc. 7.42% Reduce -0.7% 87,030 $25.2M
Mine & Arao Wealth Creation & Management, LLC. 9.12% Reduce -0.8% 86,934 $25.2M
OneAscent Financial Services LLC 1.20% Add +2.9% 86,792 $25.1M
Acropolis Investment Management, LLC 0.99% Reduce -2.7% 86,574 $25.1M
Blueprint Investment Partners LLC 2.09% Add +40.2% 86,520 $25.0M
L2 Asset Management, LLC 2.60% Reduce -0.1% 86,513 $25.0M
Westbourne Investment Advisors, Inc. 6.90% Reduce -2.9% 86,506 $25.0M
Cardinal Capital Management 3.03% Reduce -0.7% 86,434 $25.0M
D L Carlson Investment Group Inc. 3.98% Reduce -1.6% 86,421 $25.0M
Aries Wealth Management 4.91% Reduce -0.0% 86,337 $25.0M
Riverview Capital Advisers, LLC 7.15% Add +0.9% 86,199 $24.9M
Arch Global Advisors, LLC 11.02% Reduce -1.6% 86,091 $24.9M
SFE Investment Counsel 3.43% Reduce -1.0% 86,015 $24.9M
Abacus FCF Advisors LLC 4.57% Reduce -1.3% 85,948 $24.9M
Holcombe Financial, Inc. 14.03% Reduce -1.6% 85,896 $24.9M
Liberty Capital Management, Inc. 4.27% — 85,831 $24.8M
Duncker Streett & Co. Inc. 4.20% Add +6.4% 85,776 $24.8M
Overbrook Management Corp 3.73% Reduce -16.3% 85,572 $24.8M
Marble Wealth, LLC 3.79% Reduce -12.2% 85,524 $24.7M
Henson-Edgewater Management, LLC 12.88% Reduce -2.6% 81,809 $24.7M
Potentia Wealth 10.11% Reduce -21.6% 85,374 $24.7M
Capital City Trust Co. 5.11% Reduce -2.4% 85,179 $24.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.72% Reduce -4.1% 84,986 $24.6M
M. Kulyk & Associates, LLC 4.00% Add +43.1% 84,780 $24.5M
Independent Solutions Wealth Management, LLC 3.20% Reduce -0.5% 84,663 $24.5M
Activest Wealth Management 4.73% Reduce -27.5% 84,546 $24.5M
Sustainable Insight Capital Management, LLC 10.49% Reduce -34.0% 84,508 $24.5M
Vanguard National Trust Co 1.33% Reduce -2.3% 84,442 $24.4M
SkyOak Wealth, LLC 3.99% Reduce -0.1% 84,424 $24.4M
Oak Grove Capital LLC 1.79% Add +70.4% 84,378 $24.4M
Iyo Bank, Ltd. 7.41% No change 84,350 $24.4M
WoodTrust Financial Corp 2.90% Reduce -4.1% 84,277 $24.4M
Hollencrest Capital Management 1.60% Reduce -91.9% 84,190 $24.4M
Itau Unibanco Holding S.A. 0.48% Add +4.5% 84,189 $24.4M
Financial Avengers, Inc. 10.10% Reduce -2.2% 84,154 $24.4M
Bedel Financial Consulting, Inc. 2.33% Add +9.4% 84,110 $24.3M
Dock Street Asset Management Inc. 2.25% Add +3.7% 83,971 $24.3M
Krane Funds Advisors LLC 0.86% Add +251.3% 83,806 $24.3M
Mayflower Financial Advisors, LLC 2.09% Reduce -4.1% 83,785 $24.2M
Brave Asset Management Inc. 5.18% Reduce -3.9% 83,658 $24.2M
Ring Mountain Capital, LLC 10.15% Add +6.5% 83,555 $24.2M
Guardian Partners Inc. 2.18% Reduce -14.2% 83,532 $24.2M
Seek First Inc. 15.25% Reduce -25.8% 83,496 $24.2M
Bernard Wealth Management Corp. 8.90% Reduce -1.6% 83,448 $24.1M
Galvin, Gaustad & Stein, LLC 1.81% Reduce -6.0% 83,390 $24.1M
Thornburg Investment Management Inc. 0.23% Add +6171.1% 83,343 $24.1M
Breakwater Capital Group 2.89% Reduce -5.5% 83,246 $24.1M
Absher Wealth Management, LLC 2.74% Reduce -0.7% 83,212 $24.1M
Ipswich Investment Management Co., Inc. 5.07% Reduce -1.2% 83,062 $24.0M
Ofc Financial Planning, LLC 21.35% Add +1.0% 83,046 $24.0M
Intesa Sanpaolo Wealth Management 4.81% Add +11.8% 83,041 $24.0M
Intellus Advisors LLC 2.92% Reduce -4.9% 83,020 $24.0M
Putney Financial Group LLC 21.60% Reduce -1.7% 82,911 $24.0M
Apollon Financial, LLC 2.83% Add +1.4% 82,614 $23.9M
Herold Advisors, Inc. 4.72% Reduce -1.6% 82,587 $23.9M
Sterneck Capital Management, LLC 10.24% Reduce -3.1% 82,573 $23.9M
JSF Financial, LLC 3.84% Reduce -0.5% 82,497 $23.9M
Accent Capital Management, LLC 10.29% Reduce -12.7% 82,350 $23.8M
Benedict Financial Advisors Inc. 4.62% Reduce -2.5% 82,116 $23.8M
Pegasus Asset Management, Inc. 6.75% Reduce -0.5% 81,886 $23.7M
Summit Global Investments 1.29% Reduce -23.2% 81,878 $23.7M
LexAurum Advisors, LLC 2.75% Reduce -0.2% 81,871 $23.7M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.51% Reduce -5.1% 81,776 $23.7M
Sweeney & Michel, LLC 6.21% Reduce -0.1% 75,456 $23.6M
Peak Planning Group, LLC 5.33% Reduce -1.8% 81,639 $23.6M
Conning Inc. 0.74% Reduce -4.0% 81,603 $23.6M
Westhampton Capital, LLC 9.78% Reduce -0.5% 81,437 $23.6M
Twin Lakes Capital Management, LLC 9.00% Reduce -0.1% 81,324 $23.5M
GeoWealth Management, LLC 0.74% Reduce -4.2% 81,260 $23.5M
Cypress Capital Management LLC (WY) 19.89% Reduce -0.7% 81,231 $23.5M
Cahill Financial Advisors Inc. 2.26% Reduce -1.7% 81,213 $23.5M
Fusion Capital, LLC 5.45% Add +0.3% 81,015 $23.4M
Once Capital Management, LLC 4.59% No change 80,900 $23.4M
Kozak & Associates, Inc. 4.05% Reduce -8.0% 79,317 $23.3M
Bfsg, LLC 2.07% Reduce -3.2% 80,639 $23.3M
Arini Capital Management Ltd 2.39% New 80,600 $23.3M
Symphony Financial, Ltd. Co. 2.55% Add +6.0% 82,235 $23.3M
Covenant Asset Management, LLC 4.14% Reduce -3.3% 80,430 $23.3M
Generali Investments, Management Co LLC 5.05% Reduce -6.2% 80,362 $23.3M
Genus Capital Management Inc. 2.28% Add +20.6% 80,184 $23.2M
Delta Financial Advisors LLC 5.51% Reduce -1.1% 80,120 $23.2M
Red Lighthouse Investment Management, LLC 6.90% Reduce -0.6% 80,014 $23.2M
Hoey Investments, Inc. 3.04% Add +5.9% 79,787 $23.1M
Mirabaud & Cie SA 9.25% Reduce -21.9% 79,618 $23.0M
Avalon Global Asset Management LLC 3.39% No change 79,580 $23.0M
Beverly Hills Private Wealth, LLC 4.48% Reduce -20.6% 79,542 $23.0M
Realta Investment Advisors 7.15% Reduce -1.4% 79,507 $23.0M
Kestra Investment Management, LLC 0.45% Reduce -4.4% 79,480 $23.0M
Knightsbridge Asset Management, LLC 3.04% Reduce -1.1% 79,476 $23.0M
Chelsea Counsel Co. 9.73% Reduce -2.3% 79,379 $23.0M
Ballast Advisors LLC 5.47% Reduce -3.2% 79,348 $23.0M
Wealth Effects LLC 6.19% Reduce -1.6% 79,306 $22.9M
Allegheny Financial Group 2.43% Add +2.3% 79,111 $22.9M
Chancellor Financial Group WB LP 14.15% Add +2.5% 79,018 $22.9M
Paragon Capital Management LLC 10.58% Reduce -1.5% 79,009 $22.9M
Xcelsior Advisor Partners LLC 3.02% Add +167.3% 78,977 $22.9M
Raab & Moskowitz Asset Management LLC 4.59% Reduce -0.5% 78,845 $22.8M
Eagle Rock Investment Company, LLC 2.82% Add +2.6% 78,823 $22.8M
Dynasty Wealth Management, LLC 0.17% Reduce -9.1% 78,794 $22.8M
Adams Asset Advisors, LLC 2.63% Add +0.8% 78,740 $22.8M
Heartland Bank & Trust Co 4.71% Reduce -0.7% 78,703 $22.8M
Harbor Island Capital LLC 6.05% No change 78,561 $22.7M
Guardian Investment Management 14.67% Reduce -0.5% 78,541 $22.7M
Everest Financial Group LLC 3.08% Reduce -5.3% 78,507 $22.7M
Concord Investment Counsel Inc. 6.19% Add +3.3% 81,038 $22.7M
IPG Investment Advisors LLC 3.25% Add +9.6% 78,040 $22.6M
FSM Wealth Advisors, LLC 2.42% Add +8.3% 77,956 $22.6M
WealthTrust Axiom LLC 5.03% Reduce -0.4% 77,880 $22.5M
Fortis Capital Management LLC 2.53% Reduce -7.3% 77,846 $22.5M
Interchange Capital Partners, LLC 4.23% Add +7.3% 77,799 $22.5M
St. Clair Advisors, LLC 5.79% Reduce -4.9% 77,771 $22.5M
Gibraltar Capital Management, Inc. 3.48% Reduce -0.1% 77,692 $22.5M
GFG Capital, LLC 6.18% Reduce -2.7% 77,561 $22.4M
Chapin Davis, Inc. 3.95% Reduce -12.7% 77,536 $22.4M
Balentine LLC 0.80% Add +11.9% 77,509 $22.4M
CVFG LLC 2.36% Reduce -5.1% 77,497 $22.4M
BW Gestao de Investimentos Ltda. 0.54% Add +16.7% 77,469 $22.4M
Udine Wealth Management, Inc. 9.21% Add +1.7% 77,306 $22.4M
New Capital Management LP 5.09% Reduce -0.1% 77,278 $22.4M
Cookson Peirce & Co. Inc. 0.74% Add +442.1% 77,254 $22.4M
HFR Wealth Management, LLC 5.45% Reduce -3.4% 77,226 $22.3M
Act Two Investors LLC 4.52% Reduce -0.0% 77,201 $22.3M
LaSalle St. Investment Advisors, LLC 2.73% Add +0.2% 77,189 $22.3M
Buck Wealth Strategies, LLC 2.33% Add +0.5% 77,148 $22.3M
Formuepleje A/S 1.75% New 77,122 $22.3M
Ridgecrest Wealth Partners, LLC 10.75% Reduce -0.5% 76,989 $22.3M
World Equity Group, Inc. 4.99% Reduce -2.1% 76,949 $22.3M
TRB Wealth Management, LLC 2.96% Reduce -10.3% 76,936 $22.3M
Alteri Wealth LLC 6.15% Add +2.5% 76,935 $22.3M
Little House Capital LLC 5.00% Add +1.1% 76,837 $22.2M
Investment Research & Advisory Group, Inc. 6.86% Reduce -0.3% 75,780 $22.2M
Chatham Capital Group, Inc. 2.84% Reduce -0.4% 76,797 $22.2M
111 Capital 3.82% Reduce -1.1% 76,791 $22.2M
Convergence Financial, LLC 1.76% Add +94.7% 76,656 $22.2M
Armstrong Advisory Group, Inc. 1.35% Reduce -0.6% 76,572 $22.2M
William John Sempolinski 8.94% Reduce -0.3% 76,551 $22.2M
Atlas Wealth LLC 3.58% Reduce -1.8% 76,479 $22.1M
Third View Private Wealth, LLC 2.73% Add +9.4% 76,464 $22.1M
O'ROURKE & COMPANY, Inc 7.72% Reduce -1.0% 76,402 $22.1M
First Interstate Bank 1.15% Reduce -3.5% 76,399 $22.1M
Mattern Capital Management, LLC 2.58% Reduce -1.6% 76,362 $22.1M
Clear Trail Advisors, LLC 3.37% Reduce -3.5% 76,232 $22.1M
MV Capital Management, Inc. 1.96% Reduce -3.4% 76,228 $22.1M
3Chopt Investment Partners, LLC 4.14% Add +7.8% 76,117 $22.0M
Financial Consulate, Inc. 2.45% Reduce -1.6% 76,017 $22.0M
Capital Counsel LLC 0.86% Reduce -0.4% 75,942 $22.0M
Drucker Wealth 3.0, LLC 3.47% Add +1.9% 75,758 $21.9M
Coleford Investment Management Ltd. 4.78% Reduce -1.9% 75,753 $21.9M
Field & Main Bank 4.52% Reduce -0.1% 75,689 $21.9M
CLG LLC 4.80% Reduce -2.1% 75,516 $21.9M
Argentarii, LLC 6.58% Add +1.6% 71,615 $21.8M
Keystone Wealth Services, LLC 4.06% Add +0.5% 75,463 $21.8M
High Note Wealth, LLC 3.72% Add +0.2% 75,392 $21.8M
Fort Point Capital Partners LLC 2.32% Add +9.2% 74,935 $21.7M
Laffer Tengler Investments, Inc. 3.23% Add +0.2% 74,864 $21.7M
Mattern Wealth Management LLC 3.55% Add +5.3% 74,854 $21.7M
Tradewinds, LLC. 4.87% Reduce -65.2% 25,865 $21.7M
Global Endowment Management, LP 2.19% Reduce -5.6% 74,820 $21.6M
Slow Capital, Inc. 2.53% Reduce -6.3% 74,788 $21.6M
Iowa State Bank 3.61% Reduce -1.6% 74,734 $21.6M
Insight Advisors, LLC/ PA 3.81% Reduce -2.0% 74,718 $21.6M
Clear Creek Financial Management, LLC 1.39% Add +6.0% 74,607 $21.6M
JTC Employer Solutions Trustee Ltd 1.73% Reduce -0.5% 74,641 $21.6M
Financial Management Network Inc. 3.10% Reduce -0.7% 64,625 $21.6M
University of Illinois Foundation 3.85% Add +27.8% 74,454 $21.5M
Clough Capital Partners L P 1.75% Reduce -51.4% 74,351 $21.5M
Nvwm, LLC 4.33% Reduce -0.3% 74,328 $21.5M
M1 Capital Management LLC 7.94% Reduce -6.8% 74,315 $21.5M
Prosperity Financial Group, Inc. 6.65% Add +0.4% 74,205 $21.5M
Titleist Asset Management, LLC 1.45% Reduce -6.5% 74,173 $21.5M
Citizens Business Bank 3.23% Reduce -0.5% 74,065 $21.4M
N.E.W. Advisory Services LLC 1.43% Add +9.4% 73,976 $21.4M
Global Wealth Management Investment Advisory, Inc. 3.04% Add +2.0% 73,896 $21.4M
First Commonwealth Financial Corp 2.99% Reduce -2.8% 73,890 $21.4M
Consilium Wealth Advisory, LLC 6.33% Reduce -4.8% 73,720 $21.3M
Arkfeld Wealth Strategies, L.L.C. 6.37% Reduce -2.0% 68,150 $21.3M
Crescent Grove Advisors, LLC 1.80% Reduce -0.4% 73,594 $21.3M
Founders Capital Management, LLC 3.19% Reduce -0.8% 73,438 $21.3M
Allied Private Wealth LLC 13.62% — 67,800 $21.2M
Somerville Kurt F 5.07% Reduce -6.5% 73,399 $21.2M
Nicollet Investment Management, Inc. 6.55% Add +0.6% 73,284 $21.2M
Montis Financial, LLC 4.33% Add +0.8% 73,269 $21.2M
McDonough Capital Management, Inc 10.59% Reduce -52.5% 178,379 $21.2M
Radnor Capital Management, LLC 2.96% Reduce -0.2% 72,931 $21.1M
Certified Advisory Corp 1.70% Reduce -0.2% 72,814 $21.1M
Burford Brothers, Inc. 7.73% Add +1.8% 72,811 $21.1M
Stablepoint Partners, LLC 2.91% Reduce -0.9% 72,741 $21.0M
W1M Asset Management Ltd 0.19% Reduce -26.8% 72,701 $21.0M
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 5.63% Reduce -45.1% 72,632 $21.0M
SHP Wealth Management 1.44% Add +9.9% 72,561 $21.0M
Live Oak Private Wealth LLC 2.63% Reduce -5.6% 72,557 $21.0M
Dominguez Wealth Management Solutions, Inc. 11.54% Add +0.1% 72,388 $20.9M
Aviso Wealth Management 7.12% Reduce -0.4% 72,259 $20.9M
FLC Capital Advisors 3.43% Reduce -11.0% 72,246 $20.9M
Manhattan West Asset Management, LLC 3.49% Add +10.2% 72,224 $20.9M
Ak Global Asset Management, LLC 17.67% Reduce -0.8% 72,117 $20.9M
Balboa Wealth Partners 2.84% Add +1.9% 72,008 $20.8M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 5.47% Add +30.9% 72,000 $20.8M
Quest Investment Management LLC 2.43% Reduce -50.2% 71,955 $20.8M
SS&H Financial Advisors, Inc. 5.32% — 71,901 $20.8M
Liberty Square Wealth Partners LLC 4.95% Reduce -0.8% 71,864 $20.8M
Walkner Condon Financial Advisors LLC 2.39% Add +13.1% 71,768 $20.8M
Empirical Asset Management, LLC 4.67% Reduce -6.3% 71,730 $20.8M
Accretive Wealth Partners, LLC 5.05% Add +14.1% 71,724 $20.8M
Arista Wealth Management, LLC 2.23% Reduce -2.5% 71,540 $20.7M
Argos Wealth Advisors, LLC 5.48% Add +1.0% 71,496 $20.7M
Aviso Financial Inc. 0.72% Add +4.4% 71,450 $20.7M
Revolve Wealth Partners, LLC 2.15% Add +5.1% 71,400 $20.7M
Waddell & Associates, LLC 1.02% Add +9.0% 71,385 $20.7M
Bank of Nova Scotia Trust Co. 1.71% Add +0.6% 71,257 $20.6M
Ellevest, Inc. 2.43% Add +9.2% 72,186 $20.6M
Gradient Capital Advisors, LLC 4.76% Reduce -0.7% 71,073 $20.6M
Argonautica Private Wealth Management, Inc. 5.02% Reduce -0.4% 70,984 $20.5M
Settian Capital LP 13.18% No change 70,900 $20.5M
Asset Dedication, LLC 1.29% Reduce -1.6% 70,699 $20.5M
Crews Bank & Trust 2.67% Reduce -1.0% 70,608 $20.4M
Pasadena Private Wealth, LLC 2.61% Add +0.3% 70,394 $20.4M
Parallax Volatility Advisers, L.P. 0.92% Reduce -77.3% 70,306 $20.3M
Puzo Michael J 5.24% Reduce -3.6% 70,293 $20.3M
CFS Investment Advisory Services, LLC 1.36% Reduce -0.6% 65,892 $20.3M
Flynn Zito Capital Management, LLC 5.52% Reduce -1.0% 70,187 $20.3M
Borer Denton & Associates, Inc. 6.64% Add +1.8% 69,924 $20.2M
Meridian Investment Counsel Inc. 4.34% Reduce -1.4% 69,901 $20.2M
J. Derek Lewis & Associates Inc. 3.82% Reduce -1.4% 69,855 $20.2M
BNC Wealth Management, LLC 4.89% Reduce -1.0% 69,829 $20.2M
KPP Advisory Services LLC 2.56% Add +0.6% 69,821 $20.2M
Manning & Napier Advisors LLC 0.26% Add +62.5% 69,737 $20.2M
Lathrop Investment Management Co. 3.57% Reduce -0.4% 69,721 $20.2M
Salomon & Ludwin, LLC 1.66% Reduce -1.3% 68,528 $20.2M
Concord Wealth Partners 2.31% Add +1.7% 69,713 $20.2M
Kercheville Advisors, LLC 6.14% Reduce -0.7% 69,676 $20.2M
Kesler, Norman & Wride, LLC 3.19% Add +1.7% 69,663 $20.2M
ProVise Management Group, LLC 1.35% Add +0.1% 69,472 $20.1M
Summit Financial Strategies, Inc. 1.41% Reduce -1.0% 69,451 $20.1M
Palumbo Wealth Management LLC 4.21% Add +0.3% 69,432 $20.1M
KTF Investments, LLC 2.03% Reduce -7.2% 69,391 $20.1M
Kennedy Investment Group, Inc. 6.81% Reduce -3.0% 69,387 $20.1M
Hexagon Capital Partners LLC 2.82% Reduce -8.8% 69,381 $20.1M
Diversified Management Inc. 4.29% Reduce -4.9% 69,380 $20.1M
Lotus Asset Management LLC 17.72% — 69,222 $20.0M
TOWER TRUST & INVESTMENT Co 12.12% Reduce -1.0% 69,038 $20.0M
CapWealth Advisors, LLC 1.62% Reduce -4.0% 69,005 $20.0M
Twin Peaks Wealth Advisors, LLC 4.52% Reduce -7.5% 68,986 $20.0M
Grandview Asset Management LLC 4.95% Reduce -2.0% 68,935 $19.9M
WBH Advisory Inc. 1.34% Reduce -3.2% 68,915 $19.9M
LRI Investments, LLC 1.60% Reduce -1.4% 68,905 $19.9M
Trust Co. of Oklahoma 5.12% Reduce -0.5% 68,827 $19.9M
Harmony Asset Management LLC 5.35% Reduce -2.5% 68,795 $19.9M
Patten Group, Inc. 3.09% Add +3.5% 68,721 $19.9M
Northbridge Financial Group, LLC 7.64% Add +1.5% 68,683 $19.9M
HHM Wealth Advisors, LLC 2.00% Reduce -0.2% 68,653 $19.9M
Beacon Bank & Trust 3.78% Reduce -3.1% 68,470 $19.8M
Bank of New Hampshire 4.13% Reduce -2.3% 68,349 $19.8M
IFG Advisors, LLC 2.73% Add +0.0% 68,323 $19.8M
Aspen Grove Capital, LLC 2.84% Add +3.5% 68,187 $19.7M
Hennion & Walsh Asset Management, Inc. 0.56% Add +0.8% 68,053 $19.7M
Inspire Trust Co, N.A. 2.71% No change 68,052 $19.7M
Core Alternative Capital 5.89% Reduce -15.6% 68,020 $19.7M
Intrua Financial, LLC 1.86% Reduce -1.6% 67,949 $19.7M
Renaissance Investment Group LLC 3.86% Reduce -1.3% 67,748 $19.6M
Arrow Financial Corp 1.76% Reduce -2.1% 67,740 $19.6M
Pincus Capital Management, LP 11.67% No change 67,634 $19.6M
IRON Financial LLC 8.07% Add +6.4% 67,591 $19.6M
Taylor Securities Services, Inc. 7.95% Add +1.3% 67,560 $19.5M
Planning Alternatives Ltd. 2.10% Add +3.6% 67,560 $19.5M
Martin Investment Management, LLC 6.52% Reduce -12.5% 67,514 $19.5M
Triumph Capital Management 3.54% Reduce -0.1% 67,510 $19.5M
Tanager Wealth Management LLP 1.70% Reduce -15.1% 67,484 $19.5M
VeraBank, N.A. 3.23% Reduce -2.6% 67,452 $19.5M
Wescott Financial Advisory Group, LLC 1.51% Add +8.1% 67,427 $19.5M
Markowski Investments 4.29% — 67,359 $19.5M
First Dallas Securities Inc. 6.44% Add +0.3% 67,352 $19.5M
Intelligence Driven Advisers, LLC 3.16% Add +0.6% 67,333 $19.5M
Sepio Capital, LP 0.98% Reduce -8.4% 67,146 $19.4M
Ketron Financial 6.03% Reduce -2.0% 67,128 $19.4M
WESPAC Advisors SoCal, LLC 3.48% Reduce -2.4% 67,058 $19.4M
Walleye Trading LLC 0.27% New 67,040 $19.4M
Sivia Capital Partners, LLC 2.36% Add +11.7% 67,023 $19.4M
Atlas Brown,Inc. 5.20% Reduce -1.4% 66,999 $19.4M
Keudell/Morrison Wealth Management 3.66% Add +0.3% 66,958 $19.4M
Roman Butler Fullerton & Co. 4.63% Add +0.3% 61,013 $19.4M
Deroy & Devereaux Private Investment Counsel Inc. 0.81% Reduce -3.0% 66,888 $19.4M
Dumont & Blake Investment Advisors LLC 4.35% Reduce -4.9% 66,855 $19.3M
Greenspring Advisors, LLC 1.07% Add +7.5% 66,729 $19.3M
Baron Silver Stevens Financial Advisors, LLC 2.45% Add +65.5% 66,717 $19.3M
Mission Creek Capital Partners, Inc. 3.39% Add +2.1% 84,678 $19.3M
All Terrain Financial Advisors, LLC 4.05% Reduce -0.3% 66,655 $19.3M
Frisch Financial Group, Inc. 3.31% Reduce -1.6% 66,654 $19.3M
Stonebrook Private Inc. 3.52% Reduce -2.4% 66,631 $19.3M
Finer Wealth Management, Inc. 8.60% Reduce -2.7% 66,516 $19.2M
McCollum Christoferson Group LLC 5.58% Reduce -4.8% 93,389 $19.2M
KRS Capital Management, LLC 8.95% Reduce -0.0% 66,421 $19.2M
Round Rock Advisors LLC 2.48% Reduce -0.6% 66,412 $19.2M
Tempo Wealth, LLC 2.85% Add +1.7% 66,394 $19.2M
Heck Capital Advisors, LLC 1.14% Add +184.1% 66,240 $19.2M
Curbstone Financial Management Corp 3.26% Add +9.5% 66,181 $19.2M
Bryant Woods Investment Advisors, LLC 5.32% Add +0.4% 66,133 $19.1M
Milestone Asset Management, LLC 3.01% Reduce -13.1% 66,053 $19.1M
Evermay Wealth Management LLC 1.97% Reduce -5.4% 66,044 $19.1M
Versant Capital Management, Inc 1.71% Reduce -6.6% 65,980 $19.1M
Inlet Private Wealth, LLC 4.64% Reduce -10.2% 65,930 $19.1M
Heritage Wealth Management, Inc. 4.75% Reduce -2.3% 65,777 $19.0M
Ashton Thomas Securities, LLC 2.81% Add +11.4% 65,791 $19.0M
Consolidated Investment Group LLC 1.65% No change 65,607 $19.0M
SJS Investment Consulting Inc. 2.06% Reduce -1.4% 65,502 $19.0M
Blue Edge Capital, LLC 2.28% Reduce -1.7% 65,501 $19.0M
Bollard Group LLC 0.58% Add +1.9% 65,429 $18.9M
R2 Capital Strategies, LLC 8.58% — 65,420 $18.9M
Swan Global Investments, LLC 0.86% Add +1384.7% 65,417 $18.9M
Capital Investment Counsel, LLC 2.34% Reduce -0.2% 65,355 $18.9M
Councilmark Asset Management, LLC 10.01% Reduce -0.2% 65,334 $18.9M
Arlington Financial Advisors, LLC 2.40% Reduce -0.2% 65,190 $18.9M
WNY Asset Management, LLC 1.69% Reduce -0.3% 65,147 $18.9M
Trust Investment Advisors 9.00% Reduce -0.9% 65,115 $18.8M
Papamarkou Wellner Asset Management inc. 11.80% No change 74,145 $18.8M
LMG Wealth Partners, LLC 3.00% Reduce -1.3% 64,945 $18.8M
Charter Research & Investment Group, Inc. 11.40% Reduce -0.7% 64,915 $18.8M
CVA Family Office, LLC 1.70% Add +2.2% 64,859 $18.8M
Northstar Asset Management Inc. 5.50% Reduce -7.8% 64,819 $18.8M
Olde Wealth Management, LLC 5.31% Reduce -0.7% 64,772 $18.7M
Diligent Investors, LLC 4.17% Reduce -1.6% 64,742 $18.7M
Hartford Financial Management Inc. 4.17% Add +0.5% 64,653 $18.7M
Financial Perspectives, Inc 4.55% Reduce -1.4% 64,612 $18.7M
Greenfield Savings Bank 7.09% Reduce -0.6% 64,575 $18.7M
Lee Financial Co 2.39% Reduce -0.9% 64,574 $18.7M
Nikulski Financial, Inc. 4.03% Add +0.9% 64,574 $18.7M
Cerro Pacific Wealth Advisors LLC 4.22% Reduce -0.2% 64,465 $18.7M
Moran Wealth Management, LLC 0.51% Add +21.8% 64,463 $18.7M
Lipe & Dalton 8.67% Reduce -1.7% 64,456 $18.7M
Bay Rivers Group 6.37% Reduce -0.1% 64,451 $18.6M
Asset Advisory Group, Inc. 8.14% Reduce -1.7% 64,371 $18.6M
Balanced Wealth Group LLC 5.89% Add +3.2% 64,348 $18.6M
Texas Bank & Trust Co 6.09% Reduce -3.0% 64,214 $18.6M
Highline Wealth Partners LLC 3.79% Reduce -0.4% 64,175 $18.6M
Centric Wealth Management 2.88% No change 66,927 $18.5M
Strategic Financial Services, Inc. 0.81% Reduce -5.7% 63,958 $18.5M
First National Bank of Mount Dora, Trust Investment Services 3.70% Reduce -2.5% 63,904 $18.5M
Compton Wealth Advisory Group, LLC 3.73% Reduce -1.6% 62,798 $18.5M
CWS Financial Advisors, LLC 4.10% Add +5.5% 63,858 $18.5M
Roberts Glore & Co. Inc. 4.57% Reduce -1.3% 63,843 $18.5M
Hazlett, Burt & Watson, Inc. 4.90% Reduce -0.7% 63,834 $18.5M
Alpha Omega Wealth Management LLC 2.81% Reduce -3.8% 63,805 $18.5M
11 Capital Partners LP 5.39% New 63,570 $18.4M
Harbour Capital Advisors, LLC 3.35% Reduce -0.5% 58,327 $18.4M
Hollow Brook Wealth Management LLC 3.65% Add +77.9% 63,498 $18.4M
Linden Thomas Advisory Services, LLC 1.48% Add +0.5% 63,449 $18.4M
Anchyra Partners LLC 4.41% Add +4.8% 63,403 $18.3M
Physician Wealth Advisors, Inc. 2.19% Add +1.1% 63,341 $18.3M
Two Point Capital Management, Inc. 7.38% Add +1.8% 63,329 $18.3M
Channel Wealth LLC 4.10% Reduce -36.5% 63,133 $18.3M
First Bank & Trust 2.68% Add +0.9% 63,064 $18.2M
Adirondack Trust Co. 5.43% Reduce -2.6% 62,987 $18.2M
Cim, LLC 2.35% Reduce -9.3% 62,726 $18.2M
Souders Financial Advisors 1.82% Add +1.5% 62,685 $18.1M
Georgetown University 7.43% Add +0.1% 62,665 $18.1M
Drive Wealth Management, LLC 3.23% Add +6.3% 62,659 $18.1M
Financial Planning Hawaii, Inc. 9.72% Add +0.3% 62,641 $18.1M
Kensington Investment Counsel, LLC 7.86% Add +2.0% 62,542 $18.1M
Trivant Custom Portfolio Group, LLC 9.63% Add +0.2% 62,494 $18.1M
Fermata Advisors, LLC 3.66% Add +1.8% 62,480 $18.1M
Heirloom Wealth Management 2.62% Add +13.5% 62,447 $18.1M
Doheny Asset Management 10.48% Reduce -0.0% 62,437 $18.1M
Indiana Trust & Investment Management Co 4.94% Reduce -2.4% 62,432 $18.1M
Norris Perne & French LLP 0.77% Reduce -31.7% 62,373 $18.0M
LBMC Investment Advisors, LLC 0.98% Reduce -0.4% 62,360 $18.0M
Garrett Wealth Advisory Group, LLC 2.77% Reduce -0.6% 62,176 $18.0M
Bell & Brown Wealth Advisors, LLC 5.45% Reduce -0.7% 62,128 $18.0M
Muhlenkamp & Co. Inc. 5.21% Reduce -0.7% 62,125 $18.0M
Silverleafe Capital Partners, LLC 4.90% Reduce -0.1% 62,119 $18.0M
Sandy Cove Advisors, LLC 4.50% Add +4.4% 62,103 $18.0M
Generali Investments CEE, investicni spolecnost, a.s. 0.85% Reduce -3.9% 62,081 $18.0M
Kinsale Capital Group, Inc. 2.38% Add +11.9% 62,025 $17.9M
Shulman DeMeo Asset Management LLC 3.35% Reduce -0.7% 62,010 $17.9M
Kapstone Financial Advisors LLC 7.51% Reduce -1.9% 61,991 $17.9M
Birch Capital Management, LLC 8.75% Reduce -2.9% 61,917 $17.9M
PKS Advisory Services, LLC 2.86% Add +8.3% 61,906 $17.9M
Novem Group 1.82% Add +6.4% 61,894 $17.9M
Glassy Mountain Advisors, Inc. 4.90% Reduce -2.3% 61,860 $17.9M
Impact Capital Partners LLC 4.88% Add +0.6% 61,811 $17.9M
Thames Capital Management LLC 1.47% No change 61,806 $17.9M
Childress Capital Advisors, LLC 2.93% Reduce -3.0% 61,794 $17.9M
Hudson Value Partners, LLC 4.49% Reduce -2.5% 61,779 $17.9M
Bangor Savings Bank 1.31% Add +0.2% 61,767 $17.9M
Burke & Herbert Bank & Trust Co. 4.43% Reduce -0.7% 61,752 $17.9M
JCIC Asset Management Inc. 5.47% No change 70,357 $17.9M
Magnolia Capital Advisors LLC 3.06% Add +3.3% 61,693 $17.9M
Walter Public Investments Inc. 4.29% Reduce -12.5% 61,547 $17.8M
Concord Asset Management, LLC 2.76% Add +0.2% 61,540 $17.8M
Old North State Trust, LLC 9.14% Add +10.8% 61,415 $17.8M
Core Wealth Partners LLC 7.56% Reduce -2.6% 61,326 $17.7M
Wealthquest Corp 1.12% Add +6.5% 61,154 $17.7M
Goldstone Financial Group, LLC 1.62% Add +0.8% 61,128 $17.7M
Trinity Legacy Partners, LLC 3.53% Add +1.2% 53,070 $17.7M
TFR Capital, LLC. 4.97% Add +2.7% 61,059 $17.7M
Hedeker Wealth, LLC 3.37% Reduce -0.3% 61,055 $17.7M
Dover Advisors, LLC 7.23% Add +13.4% 64,930 $17.7M
Nicola Wealth Management LTD. 2.03% No change 61,000 $17.7M
Olistico Wealth, LLC 7.54% Add +0.0% 60,934 $17.6M
Alpha Family Trust 7.07% No change 60,770 $17.6M
Abacus Wealth Partners, LLC 1.85% Reduce -19.2% 60,763 $17.6M
Wealth Dimensions Group, Ltd. 3.15% Reduce -4.0% 60,690 $17.6M
JT Stratford LLC 1.93% Add +4.6% 60,579 $17.5M
Lavaca Capital LLC 1.83% Add +25.9% 60,576 $17.5M
PGIM Custom Harvest LLC 0.22% Reduce -3.8% 60,329 $17.5M
Pacifica Partners Inc. 5.26% Reduce -1.4% 56,542 $17.4M
Bank Ozk 5.17% Add +1.6% 60,117 $17.4M
FF Advisors,LLC 6.51% Add +0.1% 60,060 $17.4M
Delta Investment Management, LLC 2.86% Add +1.1% 60,014 $17.4M
Paragon Private Wealth Management, LLC 4.53% Reduce -0.2% 59,987 $17.4M
First Business Financial Services, Inc. 1.35% Add +0.8% 59,954 $17.3M
Soundwatch Capital LLC 1.92% Reduce -0.9% 59,868 $17.3M
ORBA Wealth Advisors, L.L.C. 14.79% Add +137.6% 59,796 $17.3M
Columbia Bank 3.88% Add +3.9% 59,743 $17.3M
Secure Asset Management, LLC 2.43% Reduce -2.2% 59,722 $17.3M
Duncan Williams Asset Management, LLC 3.89% Add +3.3% 59,689 $17.3M
Miramar Capital, LLC 3.80% Add +13.3% 59,685 $17.3M
United Capital Management of KS, Inc. 2.26% Reduce -2.5% 59,638 $17.3M
Advocacy Wealth Management, LLC 0.63% Add +1.6% 59,497 $17.2M
Silverlake Wealth Management LLC 3.29% Reduce -0.5% 59,491 $17.2M
Atlas Legacy Advisors, LLC 2.55% Add +25.3% 61,151 $17.2M
Hamel Associates, Inc. 4.74% Reduce -4.9% 59,477 $17.2M
LJI Wealth Management, LLC 2.41% Reduce -0.8% 59,378 $17.2M
Range Advisory, LLC 2.05% Add +38.0% 59,364 $17.2M
Highview Capital Management LLC 4.93% Add +0.6% 59,240 $17.1M
Hendley & Co. Inc. 6.06% Add +2.2% 59,207 $17.1M
Sterling Investment Counsel, LLC 4.03% Reduce -2.4% 59,160 $17.1M
NovaPoint Capital, LLC 3.56% Reduce -0.9% 59,151 $17.1M
Daybright Advisory Services, Inc. 4.09% Reduce -0.6% 55,405 $17.1M
VCI Wealth Management LLC 4.29% Add +3.0% 59,098 $17.1M
Slagle Financial, LLC 5.12% Add +4.4% 59,079 $17.1M
Basecamp Wealth Advisors LLC 3.18% Add +0.3% 59,064 $17.1M
Wright Investors Service Inc. 4.67% Reduce -0.6% 59,061 $17.1M
Spring Capital Management, LLC 8.32% Reduce -1.7% 59,054 $17.1M
Meitav Investment House Ltd. 0.11% Reduce -27.9% 59,091 $17.1M
SmartHarvest Portfolios, LLC 5.52% Add +9.5% 59,004 $17.1M
Delaney Dennis R 5.44% Reduce -8.1% 58,987 $17.1M
LDIC Inc. 10.68% — 58,934 $17.1M
Bradley & Co. Private Wealth Management, LLC 8.12% Add +0.7% 58,916 $17.0M
Waterfront Wealth Inc. 2.64% Add +5.2% 53,949 $17.0M
Westco Advisory Services Inc. 10.25% Reduce -2.5% 58,715 $17.0M
Stonebridge Capital Management Inc. 8.18% Reduce -17.0% 58,694 $17.0M
Vicus Capital 1.10% Reduce -1.7% 58,627 $17.0M
United American Securities Inc. (d/b/a UAS Asset Management) 3.65% Reduce -18.2% 58,513 $16.9M
Bantamac Capital, LLC 12.00% Reduce -22.3% 58,472 $16.9M
Pekin Hardy Strauss, Inc. 1.49% Reduce -0.9% 58,427 $16.9M
Monarch Capital Management Inc. 3.87% Reduce -2.4% 58,407 $16.9M
TriCert Investment Counsel Inc. 1.57% — 58,366 $16.9M
Tulsa Wealth Advisors, INC 2.38% Add +8.6% 58,325 $16.9M
Parkside Investments, LLC 1.87% Reduce -16.0% 58,272 $16.9M
Excalibur Management Corp. 5.56% Reduce -0.6% 58,236 $16.9M
Stolper Co 4.35% Add +1.1% 58,187 $16.8M
CFC Planning Co LLC 9.95% Add +13.3% 58,176 $16.8M
Dudley Capital Management, LLC 6.80% Reduce -0.5% 58,173 $16.8M
Capital Advisors Wealth Management, LLC 1.98% Reduce -0.3% 58,173 $16.8M
Thrive Wealth Management, LLC 2.16% Add +1.9% 58,074 $16.8M
Harrington Investments, INC 8.14% Reduce -2.9% 58,060 $16.8M
Roof Eidam Maycock Peralta, LLC 3.31% Add +0.0% 58,015 $16.8M
TCFG Investment Advisors, LLC 5.67% Reduce -1.8% 57,894 $16.8M
Tsfg, LLC 2.11% Add +0.9% 57,819 $16.7M
Alta Advisers Ltd 3.79% No change 57,768 $16.7M
Morton Capital Management LLC 2.29% Reduce -0.1% 57,763 $16.7M
City State Bank 3.83% Reduce -1.6% 57,703 $16.7M
Madison Wealth Partners, Inc 2.12% Add +7.1% 57,702 $16.7M
Destiny Wealth Partners, LLC 2.35% Reduce -36.2% 54,016 $16.7M
Hodges Capital Management Inc. 1.10% Add +3.4% 57,614 $16.7M
Sanders Morris Harris LLC 9.67% Reduce -57.1% 57,601 $16.7M
Proactive Wealth Strategies LLC 2.67% Add +13.8% 57,593 $16.7M
NWK Group, Inc. 5.14% Add +0.1% 57,600 $16.7M
Orca Wealth Management, LLC 9.99% Reduce -2.2% 57,540 $16.6M
Crusonia Wealth Advisors LLC 2.73% Add +9.5% 57,461 $16.6M
Flatrock Wealth Partners LLC 6.52% Reduce -1.5% 57,381 $16.6M
Consolidated Capital Management, LLC 4.43% Add +0.1% 57,381 $16.6M
RPg Family Wealth Advisory, LLC 2.76% Add +30.0% 57,280 $16.6M
Financial Enhancement Group LLC 1.98% Add +0.1% 57,272 $16.6M
West Wealth Group, LLC 2.71% Add +2.5% 57,166 $16.5M
Bell Bank 0.63% Add +3.7% 57,147 $16.5M
Humankind Investments LLC 7.86% No change 56,800 $16.4M
Seeds Investor LLC 1.69% Add +14.5% 56,790 $16.4M
Chronos Wealth Management, LLC 7.29% Reduce -2.0% 56,782 $16.4M
Mechanics Financial Corp 5.87% Reduce -0.3% 56,743 $16.4M
Koa Wealth Management, LLC 11.16% Reduce -0.0% 56,710 $16.4M
Tiemann Investment Advisors, LLC 5.94% Reduce -4.3% 56,659 $16.4M
Armstrong Henry H Associates Inc. 1.59% Reduce -3.0% 56,648 $16.4M
Sculati Wealth Management, LLC 5.47% Reduce -0.7% 49,099 $16.4M
Alkeon Capital Management LLC 0.06% No change 56,627 $16.4M
BOK Financial Private Wealth, Inc. 0.84% Reduce -7.2% 56,621 $16.4M
Concentric Capital Strategies, LP 1.01% Reduce -36.3% 56,565 $16.4M
Kaizen Financial Strategies 6.47% Reduce -3.5% 55,579 $16.4M
Blodgett Wealth Advisors, LLC 10.96% Reduce -1.0% 56,523 $16.4M
Davidson Trust Co. 6.38% Reduce -0.7% 56,498 $16.3M
Newman Dignan & Sheerar, Inc. 3.13% Reduce -1.5% 56,497 $16.3M
Portside Wealth Group, LLC 1.90% Add +5.3% 56,306 $16.3M
Glen Eagle Advisors, LLC 2.05% Add +2.8% 56,302 $16.3M
Lincoln Capital LLC 2.90% Add +0.5% 56,302 $16.3M
American Trust 1.25% Add +0.3% 56,242 $16.3M
Wimmer Associates 1, LLC 7.36% Add +0.7% 56,240 $16.3M
Wills Financial Group LLC 5.92% Reduce -0.0% 56,193 $16.3M
Victory Financial Group, LLC 1.71% Reduce -2.4% 56,147 $16.2M
Strengthening Families & Communities, LLC 3.61% Add +1.3% 56,117 $16.2M
Mount Vernon Associates Inc. 10.57% Reduce -3.9% 56,059 $16.2M
Chemung Canal Trust Co. 3.00% Add +0.3% 56,053 $16.2M
Bright Rock Capital Management, LLC 3.25% No change 56,000 $16.2M
Rothschild Wealth LLC 1.29% Add +9.2% 55,993 $16.2M
Capital Management Associates, Inc 3.26% Add +2.3% 55,983 $16.2M
Quad-Cities Investment Group, LLC 5.82% Reduce -1.5% 55,926 $16.2M
Compass Capital Management, Inc. 0.98% Add +0.5% 55,900 $16.2M
S.E.E.D. Planning Group LLC 4.27% Reduce -12.2% 55,894 $16.2M
Financial Advisors Network, Inc. 1.98% Add +2.8% 55,888 $16.2M
Gables Capital Management Inc. 5.84% Add +0.9% 55,865 $16.2M
Global Financial Private Client, LLC 4.38% Add +3.8% 55,861 $16.2M
Myriad Asset Management Advisors LLC 3.81% New 55,818 $16.2M
Hall Laurie J Trustee 5.02% Reduce -0.3% 55,753 $16.1M
IFC Advisors LLC 2.05% Reduce -3.5% 55,730 $16.1M
Baugh & Associates, LLC 7.13% Reduce -9.9% 55,672 $16.1M
Satovsky Asset Management LLC 2.56% Add +3.9% 55,517 $16.1M
Inspirion Wealth Advisors, LLC 1.84% Reduce -1.4% 54,564 $16.1M
Lewis Asset Management, LLC 5.62% Add +0.1% 55,429 $16.0M
Solstein Capital, LLC 5.48% Reduce -8.3% 55,347 $16.0M
Purus Wealth Management, LLC 4.41% Add +0.1% 55,334 $16.0M
Abbot Financial Management, Inc. 5.88% Add +0.3% 55,294 $16.0M
O'Brien Greene & Co. Inc 4.41% Reduce -0.0% 55,288 $16.0M
Asio Capital, LLC 2.05% Reduce -5.0% 55,266 $16.0M
Redhawk Wealth Advisors, Inc. 1.57% Add +0.4% 55,245 $16.0M
Gemmer Asset Management LLC 1.07% Add +0.6% 55,214 $16.0M
Seamount Financial Group Inc. 6.44% Reduce -1.1% 55,203 $16.0M
Leeward Financial Partners, LLC 4.19% Reduce -1.0% 55,191 $16.0M
Redwood Investment Management, LLC 1.58% Add +2.2% 55,173 $16.0M
Resurgent Financial Advisors LLC 4.47% Add +25.4% 55,146 $16.0M
Baron Wealth Management LLC 4.14% Reduce -3.0% 55,142 $16.0M
Beacon Capital Management, LLC 2.34% Reduce -1.3% 55,120 $15.9M
Strategy Asset Managers LLC 2.38% Reduce -1.7% 55,075 $15.9M
Navigation Group, LLC 3.10% Reduce -3.7% 55,070 $15.9M
Lummis Asset Management, LP 9.53% Reduce -1.9% 51,505 $15.9M
Decker Wealth Management LLC 3.38% Add +3.5% 54,982 $15.9M
IVC Wealth Advisors LLC 6.20% Reduce -1.7% 54,919 $15.9M
Timber Creek Capital Management LLC 3.24% Add +0.9% 54,818 $15.9M
Connable Office Inc. 1.40% Add +4.7% 54,814 $15.9M
WealthBridge Capital Management, LLC 3.15% Add +7.8% 54,692 $15.8M
EPG Wealth Management LLC 3.79% Add +1.5% 54,655 $15.8M
Roehl & Yi Investment Advisors, LLC 5.19% Reduce -0.2% 294,999 $15.8M
Carroll Investors, Inc 6.73% Reduce -2.9% 54,556 $15.8M
Cadent Capital Advisors, LLC 3.27% Reduce -0.1% 54,442 $15.8M
Castle Rock Wealth Management, LLC 3.09% Reduce -0.7% 53,494 $15.7M
Fourpath Capital Management, LLC 2.07% Reduce -0.5% 54,373 $15.7M
PW Nova Financial Services LLC 3.37% Reduce -0.8% 54,342 $15.7M
Marathon Trading Investment Management LLC 1.80% Add +4739.0% 54,342 $15.7M
Kenora Financial, LLC 4.86% Reduce -0.5% 54,300 $15.7M
Charles Schwab Trust Co 0.88% Add +5.1% 54,258 $15.7M
Acumen Wealth Advisors, LLC 3.33% Add +6.6% 54,217 $15.7M
Signature Wealth Management Partners, LLC 7.31% Add +1.0% 54,214 $15.7M
Ardent Capital Management, Inc. 6.52% Reduce -0.8% 54,178 $15.7M
Woodley Farra Manion Portfolio Management Inc. 0.75% Reduce -0.3% 54,160 $15.7M
FCG Investment Co 5.42% Add +15.0% 54,152 $15.7M
Central Valley Advisors, LLC 4.02% Reduce -5.9% 54,148 $15.7M
Ameriflex Group, Inc. 6.40% Add +2.5% 54,111 $15.7M
Parisi Gray Wealth Management 3.21% Reduce -1.5% 54,091 $15.7M
Graybill Wealth Management, LTD. 4.21% Reduce -2.1% 54,059 $15.6M
Princeton Global Asset Management LLC 2.24% Reduce -0.6% 54,021 $15.6M
Promethium Advisors,llc 7.50% Reduce -0.2% 53,989 $15.6M
WFA of San Diego, LLC 12.82% Reduce -5.2% 51,167 $15.6M
Vanguard Capital Wealth Advisors 10.59% Reduce -3.5% 53,924 $15.6M
Old Second National Bank of Aurora 2.94% Reduce -3.5% 53,905 $15.6M
Cherokee Insurance Co 6.02% No change 53,900 $15.6M
Sagewood Asset Management LP 3.52% Add +13.1% 53,792 $15.6M
Somerset Trust Co 4.40% Reduce -0.3% 53,771 $15.6M
Painted Porch Advisors LLC 6.80% Reduce -0.2% 53,742 $15.6M
Canopy Partners, LLC 4.67% Reduce -0.2% 53,655 $15.5M
Bellevue Asset Management, LLC 7.16% Reduce -0.8% 53,609 $15.5M
Kentucky Farm Bureau Mutual Insurance Co 4.30% No change 53,601 $15.5M
Analyst IMS Investment Management Services Ltd. 0.36% Add +19.4% 53,600 $15.5M
Fortitude Family Office, LLC 3.02% Reduce -0.2% 53,549 $15.5M
DeDora Capital, Inc. 3.37% Reduce -1.6% 53,531 $15.5M
Citizens & Northern Corp. 3.54% Reduce -0.2% 53,521 $15.5M
Matthew 25 Management Corp 4.48% Reduce -2.7% 53,500 $15.5M
Lebenthal Global Advisors, LLC 2.09% Add +1.6% 53,428 $15.5M
Sonata Capital Group Inc. 4.99% Add +0.0% 53,424 $15.5M
Lafayette Investments, Inc. 2.85% Reduce -7.5% 53,412 $15.5M
Manchester Financial Inc. 2.75% Reduce -3.1% 53,337 $15.4M
Rock Point Advisors, LLC 3.77% Reduce -0.5% 53,323 $15.4M
Cary Street Partners Investment Advisory LLC 3.12% Add +7.8% 53,288 $15.4M
Evernest Financial Advisors, LLC 3.22% Reduce -60.6% 53,254 $15.4M
Ewa, LLC 2.81% Add +2.6% 53,244 $15.4M
Richards, Merrill & Peterson, Inc. 4.87% Add +10.0% 53,074 $15.4M
Atmos Capital Gestao DE Recursos Ltda. 1.92% Reduce -1.0% 52,922 $15.3M
Cladis Investment Advisory, LLC 7.16% Reduce -1.1% 52,922 $15.3M
St. Nicholas Private Asset Management, Inc. 13.35% Reduce -0.8% 52,921 $15.3M
Montchanin Asset Management, LLC 15.61% Reduce -12.2% 52,921 $15.3M
Jupiter Wealth Management LLC 6.12% Add +0.6% 52,882 $15.3M
Fourth Dimension Wealth, LLC 4.83% Reduce -2.1% 52,823 $15.3M
Syntegra Private Wealth Group, LLC 1.18% Add +0.9% 52,784 $15.3M
Ellsworth Advisors, LLC 2.51% Reduce -3.1% 46,635 $15.3M
Alhambra Investment Management LLC 6.66% Reduce -0.7% 52,737 $15.3M
Peninsula Asset Management Inc. 7.30% Add +0.2% 52,696 $15.2M
Millstone Evans Group, LLC 8.25% Reduce -7.2% 52,690 $15.2M
Sovereign Financial Group, Inc. 2.33% Reduce -0.3% 52,627 $15.2M
Revisor Wealth Management LLC 3.66% Add +0.3% 52,626 $15.2M
Northwest Bancshares, Inc. 2.74% Reduce -1.6% 52,554 $15.2M
Alaethes Wealth, LLC 4.42% Reduce -0.5% 52,453 $15.2M
Oarsman Capital, Inc. 1.60% Add +3.9% 52,336 $15.1M
Three Arch Wealth Management LLC 2.32% Add +2.8% 52,292 $15.1M
Fortress Private Ledger, LLC 4.13% Reduce -4.8% 52,168 $15.1M
Meadowbrook Advisors Group, LLC 8.06% Reduce -4.9% 52,103 $15.1M
DLK Investment Management, LLC 6.42% Add +14.5% 71,568 $15.1M
Capital Advantage, Inc. 1.84% Reduce -2.8% 52,049 $15.1M
Carderock Capital Management Inc. 3.30% Reduce -1.5% 51,909 $15.0M
Integral Investment Advisors, Inc. 3.31% Reduce -0.2% 51,904 $15.0M
Next Century Growth Investors LLC 0.80% Reduce -33.6% 51,841 $15.0M
Mycio Wealth Partners, LLC 2.80% Reduce -16.4% 51,748 $15.0M
LongView Wealth Management 3.84% Reduce -3.2% 51,737 $15.0M
Calton & Associates, Inc. 2.19% Reduce -20.2% 51,716 $15.0M
Midland Wealth Advisors, LLC 0.70% Reduce -2.4% 51,679 $15.0M
Tortoise Investment Management, LLC 1.11% Add +1.5% 51,606 $14.9M
Sheets Smith Wealth Management 1.49% Reduce -0.4% 51,597 $14.9M
Abacus Planning Group, Inc. 1.84% Reduce -6.0% 51,499 $14.9M
White Pine Capital LLC 3.52% Reduce -0.7% 51,475 $14.9M
KKM Financial LLC 2.04% Add +11.8% 51,470 $14.9M
CNB Bank 5.81% Reduce -3.0% 51,467 $14.9M
Calydon Capital 2.18% Add +0.1% 51,457 $14.9M
High Net Worth Advisory Group LLC 3.16% Reduce -0.2% 51,419 $14.9M
CGN Advisors LLC 1.09% Add +0.4% 51,412 $14.9M
Himension Capital (singapore) Pte. LTD. 0.91% Reduce -72.7% 51,296 $14.8M
FUKOKU MUTUAL LIFE INSURANCE Co 0.86% Add +7.2% 51,262 $14.8M
Dagco, Inc. 2.74% Add +10.0% 51,238 $14.8M
Clay Northam Wealth Management, LLC 7.29% Reduce -0.7% 51,234 $14.8M
DMC Group, LLC 10.15% Reduce -11.5% 51,176 $14.8M
Annis Gardner Whiting Capital Advisors, LLC 2.22% Add +3.9% 51,138 $14.8M
Summit Securities Group LLC 2.86% Add +1.5% 51,077 $14.8M
Pictet North America Advisors SA 1.30% Reduce -11.5% 51,052 $14.8M
Westend Capital Management, LLC 3.38% Reduce -1.5% 51,023 $14.8M
Flagship Capital Management Inc. 9.32% Reduce -0.1% 51,020 $14.8M
Financial Security Advisor, Inc. 2.40% Reduce -3.0% 50,932 $14.7M
Ballast, Inc. 2.78% No change 50,867 $14.7M
Rydar Equities, Inc. 8.26% Add +13.6% 44,366 $14.7M
Lincoln Capital Corp. 4.77% Reduce -6.7% 50,719 $14.7M
Game Plan Financial Advisors, LLC 5.88% Reduce -0.8% 50,681 $14.7M
Prosperitas Financial LLC 4.69% Add +5.4% 50,656 $14.7M
Wealth Management Partners, LLC 3.45% Reduce -1.0% 50,608 $14.6M
BWM Planning, LLC 3.39% Add +3.1% 50,515 $14.6M
Warner Group LLC 3.60% Add +94.6% 50,510 $14.6M
Capital Fund Management S.A. 0.10% Reduce -95.4% 50,461 $14.6M
Coston, McIsaac & Partners 2.93% Add +2.1% 50,410 $14.6M
Sawyer & Company, Inc 4.90% Reduce -5.2% 50,402 $14.6M
Intact Investment Management Inc. 0.41% Reduce -31.3% 50,400 $14.6M
Quantum Portfolio Management LLC 5.24% Reduce -0.1% 50,394 $14.6M
Paces Ferry Wealth Advisors, LLC 5.45% Reduce -6.8% 50,357 $14.6M
Buckhead Capital Management LLC 4.99% Add +0.8% 50,312 $14.6M
Grant Private Wealth Management Inc 6.14% Add +16.5% 50,308 $14.6M
Mirae Asset Securities (usa) Inc. 0.65% New 50,301 $14.6M
St. Johns Investment Management Company, LLC 5.50% Reduce -0.4% 50,243 $14.5M
First Heartland Consultants, Inc. 0.94% Reduce -2.5% 50,235 $14.5M
Vista Capital Partners, Inc. 1.27% Reduce -0.8% 50,214 $14.5M
Bourgeon Capital Management LLC 2.20% Reduce -6.5% 50,069 $14.5M
Purkiss Capital Advisors LLC 5.51% Add +3.0% 50,053 $14.5M
Advyzon Investment Management, LLC 1.05% Add +14.3% 49,998 $14.5M
Pflug Koory, LLC 5.78% Add +0.1% 49,984 $14.5M
Clearwater Capital Advisors, LLC 1.06% Add +2.9% 49,975 $14.5M
626 Financial, LLC 5.65% Reduce -0.4% 49,961 $14.5M
HBW Advisory Services LLC 1.31% Add +6.7% 49,943 $14.5M
B & T Capital Management DBA Alpha Capital Management 1.89% Reduce -6.9% 49,931 $14.4M
Brown, Lisle/Cummings, Inc. 3.24% Reduce -0.2% 49,905 $14.4M
Enterprise Financial Services Corp 5.89% Add +3.4% 49,821 $14.4M
Horizon Wealth Management, LLC 1.84% Add +0.3% 49,814 $14.4M
Oslo Pensjonsforsikring AS 1.66% Add +6.2% 49,761 $14.4M
Sun Group Wealth Partners 9.82% Reduce -0.4% 49,745 $14.4M
Crane Advisory, LLC 2.06% Reduce -8.2% 43,105 $14.4M
Lynch & Associates 2.51% Reduce -0.6% 49,640 $14.4M
Carmel Capital Management L.L.C. 3.15% Reduce -0.1% 49,612 $14.4M
Jones Kertz & Associates, Inc. 6.62% Reduce -10.5% 49,595 $14.4M
Chris Bulman Inc 5.23% Add +9.8% 49,519 $14.3M
Trail Ridge Investment Advisors, LLC 6.05% Reduce -9.1% 49,519 $14.3M
Gardner Lewis Asset Management L P 3.19% Reduce -7.0% 49,428 $14.3M
Eagle Capital Management, LLC 4.88% Reduce -1.4% 49,426 $14.3M
Wealth Advisory Solutions, LLC 2.94% Reduce -5.9% 49,424 $14.3M
Financial Insights, Inc. 3.87% Reduce -0.0% 49,296 $14.3M
Pettinga Financial Advisors LLC 2.29% Reduce -1.1% 49,278 $14.3M
DCM Advisors, LLC 5.62% Add +3.4% 49,554 $14.2M
Cornerstone Capital, Inc. 1.27% Add +0.7% 49,143 $14.2M
Boston Research & Management Inc. 3.18% Reduce -1.1% 49,123 $14.2M
Shum Financial Group, Inc. 8.56% Add +1.0% 49,101 $14.2M
Garrison Point Advisors, LLC 5.76% Reduce -4.3% 49,095 $14.2M
Bonness Enterprises Inc. 4.58% No change 49,070 $14.2M
Montgomery Investment Management Inc. 4.30% Reduce -0.2% 48,980 $14.2M
V. M. Manning & Co., Inc. 12.14% — 48,923 $14.2M
Woodward Diversified Capital, LLC 6.24% Add +7.1% 48,916 $14.2M
Ervin Investment Management, LLC 7.68% Reduce -3.7% 48,875 $14.1M
Prudent Man Advisors, LLC 3.24% Add +10.8% 48,371 $14.1M
Atticus Wealth Management, LLC 3.36% Reduce -0.9% 48,843 $14.1M
Okabena Investment Services Inc. 2.52% Reduce -22.8% 48,837 $14.1M
Riggs Asset Managment Co. Inc. 2.52% Reduce -1.1% 48,827 $14.1M
Vista Investment Partners LLC 3.57% Add +2.9% 48,818 $14.1M
State of Wyoming 1.43% Reduce -26.0% 48,753 $14.1M
Fortis Group Advisors, LLC 2.25% Reduce -9.0% 48,743 $14.1M
Cloud Capital Management, LLC 5.14% Add +4.0% 48,696 $14.1M
Rubicon Advisors, GP 10.26% Reduce -0.3% 48,674 $14.1M
JPL Wealth Management, LLC 2.79% Reduce -0.7% 48,524 $14.0M
Maxi Investments CY Ltd 2.84% Add +111.8% 48,500 $14.0M
Tsai Capital Corp 10.37% Reduce -0.8% 48,495 $14.0M
One Day In July LLC 0.98% Add +6.9% 48,488 $14.0M
Urban Wealth Management, LLC 12.22% Reduce -10.9% 48,438 $14.0M
Impact Partnership Wealth, LLC 1.36% Reduce -1.1% 48,413 $14.0M
Torray Investment Partners LLC 2.08% Reduce -2.4% 48,366 $14.0M
Steinberganna Wealth Management 5.68% Reduce -0.1% 48,306 $14.0M
Everpar Advisors LLC 3.98% Add +0.7% 48,301 $14.0M
Amplius Wealth Advisors, LLC 1.02% Add +2.5% 48,267 $14.0M
jvl associates llc 3.96% Add +2.4% 48,243 $14.0M
Cordgrass Capital Advisors, LLC 5.19% Reduce -15.7% 48,190 $13.9M
Insight Wealth Strategies, LLC 1.36% Add +3.7% 47,318 $13.9M
Port Capital LLC 0.57% Add +3.0% 48,058 $13.9M
United Bank 4.22% Reduce -0.8% 47,939 $13.9M
Tiaa Trust, National Association 0.82% Reduce -33.5% 47,935 $13.9M
TLW Wealth Management, LLC 7.84% Reduce -2.4% 47,895 $13.9M
Carl P. Sherr & Co., LLC 5.80% Add +6.7% 47,866 $13.9M
SYM FINANCIAL Corp 1.11% Reduce -7.7% 47,836 $13.8M
Carnegie Lake Advisors LLC 5.16% Reduce -0.8% 47,826 $13.8M
One Wealth Management Investment & Advisory Services, LLC 14.52% Reduce -1.8% 47,792 $13.8M
Navellier & Associates Inc. 1.10% Add +2.5% 47,780 $13.8M
Brentview Investment Management LLC 5.46% Add +2.5% 47,644 $13.8M
Glass Wealth Management Co LLC 4.62% Add +7.3% 47,622 $13.8M
Allied Investment Advisors, LLC 1.73% Reduce -1.3% 47,590 $13.8M
Scissortail Wealth Management, LLC 2.65% Reduce -11.5% 47,564 $13.8M
Thomas Story & Son LLC 4.85% Add +0.1% 47,450 $13.7M
Agate Pass Investment Management, LLC 5.04% Reduce -7.0% 47,267 $13.7M
Poehling Capital Management, INC. 2.93% Add +0.5% 47,180 $13.7M
Providence Wealth Advisors, LLC 8.04% Reduce -0.4% 44,396 $13.6M
Freedom Financial Partners LLC 4.44% Reduce -16.3% 47,114 $13.6M
Menlo Advisors LLC 5.98% Reduce -0.1% 47,097 $13.6M
General Partner, Inc. 7.33% Reduce -18.0% 47,055 $13.6M
Strategic Investment Solutions, Inc. 3.11% Reduce -6.0% 47,049 $13.6M
Lombard Odier Asset Management (Europe) Ltd 1.01% Add +3.4% 46,997 $13.6M
Wealth Alliance Advisory Group, LLC 1.97% Add +0.9% 46,992 $13.6M
Rede Wealth, LLC 4.50% Reduce -0.2% 46,985 $13.6M
Johnson Financial Group, LLC 0.73% Add +16.6% 46,982 $13.6M
Spinnaker Investment Group, LLC 2.18% Add +10.8% 46,933 $13.6M
Walled Lake Planning & Wealth Management, LLC 3.43% Add +3.7% 46,928 $13.6M
Searcy Financial Services Inc. 4.55% Reduce -1.9% 46,910 $13.6M
LeClair Wealth Partners LLC 7.03% Add +722.3% 46,905 $13.6M
Union Heritage Capital, LLC 4.60% No change 46,888 $13.6M
Private Management Group Inc. 0.36% Add +1.3% 46,882 $13.6M
Eastover Investment Advisors LLC 5.33% Reduce -4.9% 46,809 $13.5M
Marshall Financial Group, LLC 1.97% Reduce -0.5% 46,770 $13.5M
Truvestments Capital LLC 2.01% Add +2.1% 46,760 $13.5M
Curated Wealth Partners LLC 1.57% Add +14.3% 46,739 $13.5M
Broadwater Capital Management LLC 9.80% Reduce -0.1% 46,691 $13.5M
Hanson & Doremus Investment Management 1.37% Reduce -6.6% 46,676 $13.5M
Opal Wealth Advisors, LLC 2.92% Add +7.2% 46,669 $13.5M
Caldwell Sutter Capital, Inc. 5.09% Add +0.1% 46,641 $13.5M
Atlantic Edge Private Wealth Management, LLC 2.77% Add +0.9% 46,587 $13.5M
Marino, Stram & Associates LLC 2.15% Add +0.9% 46,551 $13.5M
Hall Capital Management Co. Inc. 4.19% Reduce -4.0% 46,511 $13.5M
ABLE Financial Group, LLC 2.26% Add +6.6% 46,509 $13.5M
Nordwand Advisors, LLC 2.06% Add +0.1% 46,488 $13.5M
Amarillo National Bank 2.16% Add +3.5% 46,481 $13.4M
Horst & Graben Wealth Management LLC 1.77% Reduce -0.8% 45,621 $13.4M
Eukles Asset Management 5.54% Reduce -2.0% 46,401 $13.4M
Kohmann Bosshard Financial Services, LLC 1.14% Reduce -0.1% 46,344 $13.4M
McDonald Partners LLC 3.26% Reduce -23.4% 46,343 $13.4M
GWN Securities Inc. 2.24% Reduce -5.1% 46,288 $13.4M
Summit Financial Wealth Advisors, LLC 1.71% Add +5.4% 46,283 $13.4M
Cross Staff Investments Inc 7.54% Add +0.4% 46,262 $13.4M
Investment Advisory Services Inc. /TX 3.85% Reduce -0.1% 46,250 $13.4M
Mattson Financial Services, LLC 2.80% Add +0.4% 40,151 $13.4M
Xcel Wealth Management, LLC 3.26% Reduce -1.6% 46,195 $13.4M
North Growth Management Ltd. 1.71% Add +12.2% 46,000 $13.4M
Avalon Capital Management 3.16% No change 46,166 $13.4M
Sandhill Capital Partners LLC 1.09% Add +1.0% 46,137 $13.4M
Investor's Fiduciary Advisor Network, LLC 4.53% Reduce -20.1% 46,099 $13.3M
Maridea Wealth Management LLC 1.45% Add +49.6% 46,089 $13.3M
MTM Investment Management, LLC 3.81% Add +0.1% 46,086 $13.3M
Faithward Advisors, LLC 1.63% New 46,051 $13.3M
Stokes Capital Advisors, LLC 2.85% Add +0.9% 46,047 $13.3M
Delta Asset Management LLC 1.15% Reduce -0.4% 46,005 $13.3M
Royal Fund Management, LLC 1.11% Reduce -4.7% 45,922 $13.3M
Joseph P. Lucia & Associates, LLC 3.99% Reduce -0.9% 45,874 $13.3M
Triton Financial Group Inc 7.64% New 45,860 $13.3M
Fairfield Financial Advisors, LTD 5.22% Reduce -2.4% 45,756 $13.2M
Lederer & Associates Investment Counsel 8.71% Reduce -5.2% 45,733 $13.2M
Colonial River Investments, LLC 3.76% Reduce -6.6% 45,722 $13.2M
Beacon Financial Group 1.20% Add +5.5% 45,697 $13.2M
D'Orazio & Associates, Inc. 1.53% Add +5.3% 45,622 $13.2M
Income Insurance Ltd 7.87% Add +1.6% 45,617 $13.2M
Sands Capital Management, LLC 0.05% Add +1316.5% 45,598 $13.2M
Smallwood Wealth Investment Management, LLC 5.75% Reduce -1.0% 45,493 $13.2M
Hamilton Capital, LLC 0.65% Reduce -2.4% 45,485 $13.2M
Security Financial Services, INC. 1.83% Add +1.9% 45,484 $13.2M
Key Client Fiduciary Advisors, LLC 3.83% Reduce -1.3% 45,444 $13.1M
BKM Wealth Management, LLC 4.65% Reduce -2.1% 45,360 $13.1M
First Command Advisory Services, Inc. 0.08% Reduce -6.5% 45,356 $13.1M
McGinn Penninger Investment Management, Inc. 7.98% Reduce -1.6% 45,330 $13.1M
Baker Ellis Asset Management LLC 1.36% Add +1.7% 45,303 $13.1M
Antonelli Financial Advisors, LLC 8.98% Reduce -4.3% 45,274 $13.1M
NewSquare Capital LLC 0.97% Add +8.1% 45,187 $13.1M
Obsidian Cio, LLC 9.72% Add +45.9% 45,170 $13.1M
Virtue Capital Management, LLC 1.74% Add +5.9% 45,113 $13.1M
Stansberry Asset Management, LLC 1.25% Add +1.3% 45,101 $13.1M
Arbor Investment Advisors, LLC 1.48% Add +139.7% 45,091 $13.0M
Sitrin Capital Management LLC 5.77% Reduce -0.8% 44,998 $13.0M
Ardsley Advisory Partners LP 1.41% New 45,000 $13.0M
HWG Holdings LP 2.94% Add +120.8% 44,882 $13.0M
Towne Trust Company, N.A 3.94% Reduce -0.2% 44,786 $13.0M
Vance Wealth, LLC 2.92% Add +1.4% 44,750 $12.9M
LCM Capital Management Inc 5.67% Add +1.2% 44,726 $12.9M
Plante Moran Financial Advisors, LLC 0.60% Reduce -8.9% 44,692 $12.9M
Owen LaRue, LLC 4.50% Reduce -5.4% 44,685 $12.9M
Orion Capital Management LLC 4.01% Reduce -0.7% 44,626 $12.9M
Ninety One North America, Inc. 0.60% No change 44,605 $12.9M
RDA Financial Network 2.80% Reduce -3.0% 44,367 $12.8M
West Family Investments, Inc. 3.72% Add +5.3% 44,337 $12.8M
Fox Hill Wealth Management 5.14% Add +5.3% 44,332 $12.8M
Drexel Morgan & Co. 1.78% No change 44,296 $12.8M
BridgePort Financial Solutions, LLC 3.26% Reduce -2.3% 44,294 $12.8M
Maryland Capital Advisors Inc. 4.10% — 44,262 $12.8M
Mitchell Sinkler & Starr 5.33% Reduce -3.9% 44,257 $12.8M
Yoder Wealth Management, Inc. 5.00% Reduce -1.3% 44,251 $12.8M
WealthCare Asset Management, LLC 5.36% Add +132.8% 44,244 $12.8M
Chesapeake Wealth Management 3.59% Reduce -0.9% 44,187 $12.8M
Evexia Wealth LLC 3.46% Reduce -2.1% 42,132 $12.8M
Blueprint Financial Advisors LLC 1.42% Add +26.5% 44,178 $12.8M
Ponta Wealth Partners, LLC 6.83% Add +13.1% 44,116 $12.8M
Summit Asset Management, LLC 1.63% Add +0.5% 44,030 $12.7M
Saxon Interests, Inc. 3.52% Add +0.1% 44,023 $12.7M
Meramec Financial Planners, LLC 4.65% Add +0.9% 37,781 $12.7M
Cambria Investment Management, L.P. 0.63% Add +92.8% 43,986 $12.7M
Laraway Financial Advisors Inc 7.72% Reduce -1.7% 43,981 $12.7M
Greenline Partners, LLC 1.29% Reduce -0.0% 43,979 $12.7M
Cherry Creek Investment Advisors, Inc. 5.01% Reduce -3.3% 43,954 $12.7M
Peregrine Asset Advisers, Inc. 2.75% Reduce -0.3% 43,886 $12.7M
Windle Wealth, LLC 5.08% Add +0.7% 43,651 $12.6M
Centerpoint Advisors, LLC 3.58% Reduce -2.9% 43,574 $12.6M
Fairvoy Private Wealth, LLC 2.55% Add +1.8% 43,551 $12.6M
Betterment LLC 0.02% Add +21.2% 43,524 $12.6M
Financial Council, LLC 4.08% Reduce -0.7% 43,485 $12.6M
Valley Brook Capital Group, Inc. 7.12% Add +1.1% 43,403 $12.6M
Reliant Investment Management, LLC 4.47% Reduce -0.8% 43,367 $12.5M
Elefante Mark B 5.40% Add +10.9% 43,366 $12.5M
Legacy Edge Advisors, LLC 1.15% Add +8.6% 43,351 $12.5M
Financial Synergies Wealth Advisors, Inc. 1.06% Reduce -2.4% 43,243 $12.5M
Karani Asset Management LLC 9.08% Add +4.0% 43,229 $12.5M
Freedom Day Solutions, LLC 2.76% Add +13.8% 43,149 $12.5M
Cascades Capital Asset Management, LLC 4.65% Reduce -1.5% 43,122 $12.5M
Integris Wealth Management, LLC 2.52% Add +6.2% 43,103 $12.5M
Eclectic Associates Inc. 1.42% Reduce -1.9% 43,063 $12.5M
Stevens Capital Management LP 2.99% Add +36.7% 43,010 $12.4M
Greykasell Wealth Strategies, Inc. 4.52% Reduce -0.1% 42,995 $12.4M
Genesee Capital Advisors, LLC 3.92% Add +0.6% 42,969 $12.4M
Wealthedge Investment Advisors, LLC 4.23% Reduce -5.2% 42,955 $12.4M
Mason & Associates Inc 2.00% Add +2.0% 42,888 $12.4M
CCG Wealth Management, LLC 2.88% Add +1.0% 42,849 $12.4M
Bienville Capital Management, LLC 1.79% Add +2.5% 42,792 $12.4M
Ranch Capital Advisors Inc. 3.92% Add +1.5% 42,763 $12.4M
Astoria Portfolio Advisors LLC. 2.09% Add +30.4% 42,677 $12.3M
Peoples Financial Services Corp. 5.33% Reduce -1.3% 42,674 $12.3M
Marathon Capital Management 2.51% Reduce -12.9% 42,655 $12.3M
Thompson Investment Management, Inc. 1.42% Reduce -1.3% 42,622 $12.3M
Vectors Research Management, LLC 3.22% Add +0.0% 42,596 $12.3M
Dunhill Financial, LLC 2.52% Add +1.3% 42,563 $12.3M
Stanley-Laman Group, Ltd. 1.25% Reduce -0.4% 42,512 $12.3M
WealthShield Partners, LLC 1.88% Reduce -43.6% 42,498 $12.3M
Mathes Company, Inc. 3.83% Add +2.1% 42,476 $12.3M
Triton Wealth Management, PLLC 3.77% Add +0.7% 39,208 $12.3M
Investmark Advisory Group LLC 4.67% Add +0.5% 42,460 $12.3M
WealthBridge Investment Counsel Inc. 3.28% No change 42,401 $12.3M
Acorns Advisers, LLC 0.08% Add +4.6% 42,388 $12.3M
Uhlmann Price Securities, LLC 0.46% Reduce -3.1% 42,342 $12.3M
Bell Asset Management Ltd 3.27% Reduce -46.3% 42,299 $12.2M
Bank of Stockton 3.44% Reduce -2.3% 42,295 $12.2M
Nvest Financial, LLC 3.87% Reduce -7.7% 42,290 $12.2M
Patriot Investment Management Group, Inc. 0.71% Add +18.1% 42,238 $12.2M
Atlas Capital Advisors Inc. 1.34% Reduce -37.4% 42,218 $12.2M
Opinicus Capital, Inc. 6.53% Reduce -0.6% 42,174 $12.2M
Sunbeam Capital Management, LLC 5.58% Add +10.2% 42,173 $12.2M
Acorn Financial Advisory Services Inc. 1.62% Reduce -3.7% 42,165 $12.2M
Goodman Advisory Group, LLC 2.80% Add +11.3% 42,107 $12.2M
Sage Rhino Capital LLC 2.00% Reduce -2.4% 42,047 $12.2M
W Advisors, LLC 5.53% Add +3.6% 42,042 $12.2M
Gould Asset Management LLC 1.92% Add +3.7% 42,032 $12.2M
GP Brinson Investments LLC 4.96% No change 42,000 $12.2M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 3.42% Add +4.9% 41,955 $12.1M
Headland Capital, LLC 2.99% Add +0.2% 41,929 $12.1M
TFC Financial Management, Inc. 1.34% Reduce -2.9% 41,897 $12.1M
Johnson Bixby & Associates, LLC 1.35% Add +8.1% 41,846 $12.1M
First Community Trust NA 5.46% Reduce -9.1% 41,805 $12.1M
Bernardo Wealth Planning LLC 2.06% Add +5.4% 41,749 $12.1M
Richard P Slaughter Associates Inc 2.40% Reduce -14.7% 41,747 $12.1M
Notis-McConarty Edward 5.22% Reduce -3.5% 41,716 $12.1M
IMA Advisory Services, Inc. 0.76% Add +4.7% 41,707 $12.1M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.66% Add +42.2% 41,662 $12.1M
Pacific Sun Financial Corp 4.97% Add +0.1% 41,661 $12.1M
New England Research & Management, Inc. 4.69% Add +10.0% 41,639 $12.0M
Family Capital Trust Co 3.90% Reduce -3.8% 41,459 $12.0M
Chase Investment Counsel Corp. 2.53% Add +800.1% 41,405 $12.0M
GPM Growth Investors, Inc. 5.00% Reduce -13.4% 41,387 $12.0M
Blackhawk Capital Partners, LLC 3.91% Add +1.8% 41,342 $12.0M
Victrix Investment Advisors 5.01% Add +1.5% 41,290 $11.9M
Atlas Private Wealth Advisors 2.61% Reduce -3.4% 41,170 $11.9M
Integrated Investment Consultants, LLC 2.35% Reduce -0.8% 41,160 $11.9M
Prairie Advisory, LLC 2.86% — 41,126 $11.9M
CM Wealth Advisors LLC 2.15% Add +1.2% 41,103 $11.9M
1900 Wealth Management LLC 0.66% Add +12.3% 41,097 $11.9M
Northstar Advisory Group, LLC 3.70% Add +35.3% 41,089 $11.9M
Hilltop National Bank 2.54% Reduce -2.3% 41,066 $11.9M
Strong Tower Advisory Services 2.13% Reduce -1.4% 41,062 $11.9M
Haven Capital Group, Inc. 9.52% Add +0.3% 40,976 $11.9M
Stiles Financial Services Inc 2.98% Reduce -2.5% 40,972 $11.9M
Cohen Investment Advisors LLC 5.31% Reduce -1.8% 40,966 $11.9M
Westwood Wealth Management 3.44% Reduce -4.2% 40,955 $11.9M
White Pine Investment CO 2.52% Add +2.5% 40,922 $11.8M
Marion Wealth Management 2.42% Add +4.1% 40,913 $11.8M
Kane Investment Management, Inc. 5.04% Reduce -0.4% 40,850 $11.8M
Altura Wealth Advisors Inc. 3.98% Add +1.9% 40,782 $11.8M
Invst, LLC 1.15% Reduce -3.1% 40,749 $11.8M
Sunpointe, LLC 3.35% Reduce -6.0% 40,708 $11.8M
My Personal CFO, LLC 4.60% Reduce -5.8% 40,697 $11.8M
AMJ Financial Wealth Management 2.79% No change 46,367 $11.8M
Cromwell Holdings LLC 5.28% Add +3.6% 40,661 $11.8M
BankPlus Trust Department 2.75% Reduce -0.5% 40,657 $11.8M
Pine Haven Investment Counsel, Inc 7.89% Reduce -0.2% 40,589 $11.7M
Banyan Capital Management, Inc. 5.10% Reduce -2.5% 40,584 $11.7M
Aspire Growth Partners LLC 6.82% Add +0.5% 40,583 $11.7M
Landing Point Financial Group, LLC 3.99% Reduce -7.7% 40,564 $11.7M
Lionhunter Capital Management, LLC 5.29% — 40,563 $11.7M
Beutel, Goodman & Co Ltd. 0.09% Reduce -2.5% 40,549 $11.7M
SGL Investment Advisors, Inc. 4.08% Reduce -1.5% 38,055 $11.7M
Annandale Capital, LLC 1.74% Add +68.2% 40,508 $11.7M
Wright Wealth LLC 7.03% Reduce -0.3% 40,455 $11.7M
Argent Advisors, Inc. 2.92% Add +2.4% 40,317 $11.7M
Oder Investment Management, LLC 7.83% Reduce -2.1% 40,295 $11.7M
Kingsman Wealth Management, Inc. 5.46% Add +13.6% 40,274 $11.7M
Pines Wealth Management, LLC 3.35% Add +0.6% 40,242 $11.6M
Mirova US LLC 0.13% Add +160.8% 40,220 $11.6M
Tranquility Partners, LLC 4.00% Add +4.5% 40,181 $11.6M
Provenance Wealth Advisors, LLC 1.11% Add +2.1% 40,172 $11.6M
Cowa, LLC 3.14% Reduce -7.1% 40,128 $11.6M
Processus Wealth & Capital Management, LLC 6.87% Add +0.3% 40,099 $11.6M
Trilogy Capital Inc. 0.45% Reduce -0.2% 40,060 $11.6M
SC&H Financial Advisors, Inc. 1.54% Reduce -0.5% 40,034 $11.6M
Chou Associates Management Inc. 5.34% Reduce -9.1% 40,000 $11.6M
KP Management LLC 2.42% No change 40,000 $11.6M
CYBER HORNET ETFs LLC 6.57% Reduce -1.5% 39,998 $11.6M
Eagle Bay Advisors LLC 8.64% Add +2.5% 39,904 $11.5M
Ellerson Group Inc. 6.82% Reduce -0.3% 39,875 $11.5M
Oxler Private Wealth LLC 3.29% Reduce -1.6% 39,807 $11.5M
Hartford Funds Management Co LLC 0.92% Reduce -2.7% 39,800 $11.5M
Lynch Asset Management, Inc. 3.14% No change 39,700 $11.5M
Tred Avon Family Wealth, LLC 3.52% Reduce -0.6% 39,689 $11.5M
Martin & Co. Inc. 1.79% Add +0.6% 39,688 $11.5M
Artemis Wealth Advisors, LLC 1.38% Reduce -20.9% 39,684 $11.5M
D.B. Root & Company, LLC 2.43% Reduce -0.6% 39,618 $11.5M
Madrona Financial Services, LLC 2.11% Add +0.4% 39,614 $11.5M
LifeWealth Investments, LLC 3.06% Add +2.8% 39,585 $11.5M
Norway Savings Bank 4.80% Reduce -2.7% 39,545 $11.4M
Alkeme Wealth, LLC 4.38% Reduce -1.1% 39,531 $11.4M
Garden State Investment Advisory Services LLC 2.24% Reduce -3.2% 39,523 $11.4M
Aurora Investment Managers, LLC. 6.99% Add +2.5% 39,502 $11.4M
Harbor Advisory Corp. 3.06% Reduce -2.6% 39,493 $11.4M
Cetera Trust Company, N.A 5.73% Reduce -0.4% 39,492 $11.4M
Register Financial Advisors LLC 3.50% Add +0.8% 39,459 $11.4M
G2 Capital Management, LLC / Oh 2.49% Add +0.7% 39,396 $11.4M
Cottage Street Advisors LLC 4.40% Reduce -2.8% 39,159 $11.4M
Marathon Wealth Advisors LLC 3.89% Add +0.3% 39,328 $11.4M
LFG Wealth Partners, LLC 5.33% Add +5.9% 39,303 $11.4M
Northwest Wealth Management, LLC 1.50% Add +1.2% 39,258 $11.4M
Foguth Wealth Management, LLC. 1.29% Add +1.6% 34,767 $11.4M
44 Wealth Management LLC 3.76% Add +34.6% 39,217 $11.3M
Lantern Wealth Advisors, LLC 5.20% Add +3.3% 39,217 $11.3M
Founders Capital Management 4.91% Add +0.3% 39,199 $11.3M
Ellenbecker Investment Group 1.32% Add +3.8% 39,082 $11.3M
Garner Asset Management Corp 3.66% Add +0.5% 39,058 $11.3M
SLT Holdings LLC 7.22% Reduce -15.3% 39,025 $11.3M
Park State Asset Management 10.99% Reduce -27.0% 38,910 $11.3M
Boltwood Capital Management 2.58% Add +2.8% 38,842 $11.2M
Sky Investment Group LLC 1.81% Add +13.6% 38,837 $11.2M
Novak & Powell Financial Services, Inc. 5.29% Reduce -0.4% 38,819 $11.2M
Wealth Advisors of Tampa Bay, LLC 3.43% Reduce -1.7% 38,746 $11.2M
Abel Hall, LLC 1.94% Reduce -2.5% 38,715 $11.2M
Hoertkorn Richard Charles 7.50% Reduce -1.3% 38,699 $11.2M
Safeguard Investment Advisory Group, LLC 2.58% Reduce -2.3% 38,687 $11.2M
DT Investment Partners, LLC 0.83% Add +1.4% 38,686 $11.2M
Northcape Wealth Management, LLC 2.93% Reduce -2.1% 38,644 $11.2M
Hudson Canyon Capital Management 5.98% Reduce -3.3% 38,613 $11.2M
Morling Financial Advisors, LLC 3.11% Reduce -1.1% 38,576 $11.2M
Gunpowder Capital Management, LLC dba Oliver Wealth Management 7.84% Reduce -4.0% 38,575 $11.2M
Osprey Private Wealth LLC 2.88% Add +12.8% 38,526 $11.1M
Security National Bank of So Dak 5.14% Reduce -11.3% 38,468 $11.1M
Parkshore Wealth Management, Inc. 3.19% Add +0.1% 38,406 $11.1M
Lifeworks Advisors, LLC 1.16% Add +4.7% 38,379 $11.1M
Abound Wealth Management 2.20% Reduce -9.2% 38,371 $11.1M
Weaver Consulting Group 2.28% Add +0.6% 38,361 $11.1M
Deseret Mutual Benefit Administrators 3.62% Reduce -14.6% 38,315 $11.1M
CMG Global Holdings, LLC 4.70% Add +8.7% 38,298 $11.1M
Bull Street Advisors, LLC 5.05% Add +3.9% 38,241 $11.1M
CoreFirst Bank & Trust 5.50% Reduce -1.3% 38,233 $11.1M
E Fund Management (Hong Kong) Co., Ltd. 3.67% Add +35.2% 38,212 $11.1M
Alta Wealth Advisors LLC 2.99% Reduce -0.9% 38,137 $11.0M
Carlton Hofferkamp & Jenks Wealth Management, LLC 3.55% Reduce -1.6% 33,828 $11.0M
Ayalon Insurance Comp Ltd. 1.35% Reduce -3.4% 38,008 $11.0M
Contravisory Investment Management, Inc. 1.94% Reduce -1.1% 37,980 $11.0M
Anb Bank 4.09% Reduce -5.0% 37,933 $11.0M
Greenup Street Wealth Management LLC 1.33% Add +24.1% 37,899 $11.0M
Sage Mountain Advisors LLC 0.67% Add +15.1% 37,830 $10.9M
Wayfinding Financial, LLC 4.15% Add +1.0% 37,830 $10.9M
Chaney Capital Management, Inc. 3.44% Reduce -0.9% 37,821 $10.9M
Merrion Investment Management Co, LLC 5.18% No change 37,797 $10.9M
FPC Investment Advisory, Inc. 5.16% Reduce -2.1% 32,762 $10.9M
Greystone Financial Group, LLC 3.05% Reduce -4.9% 37,764 $10.9M
Black Diamond Financial, LLC 0.96% Add +0.5% 37,747 $10.9M
Boxwood Ventures, Inc. 6.52% No change 37,745 $10.9M
Eaton Financial Holdings Company, LLC 3.00% Reduce -1.1% 37,731 $10.9M
NavPoint Financial, Inc. 4.05% Add +0.0% 37,730 $10.9M
Advocate Group LLC 1.64% Reduce -3.5% 37,698 $10.9M
Centurion Wealth Management LLC 2.61% Reduce -21.0% 37,697 $10.9M
Family Legacy, Inc. 2.91% Reduce -0.9% 37,693 $10.9M
Bernicke Wealth Management, Ltd. 1.26% Reduce -1.2% 37,624 $10.9M
Leelyn Smith, LLC 1.32% Reduce -0.4% 37,576 $10.9M
WESCAP Management Group, Inc. 2.03% No change 37,575 $10.9M
Encompass Wealth Advisors, LLC 3.31% Reduce -0.3% 37,570 $10.9M
Eagle Strategies LLC 1.08% Add +0.6% 37,566 $10.9M
Lakeshore Financial Planning, Inc. 3.50% Reduce -1.6% 37,537 $10.9M
Quattro Advisors LLC 7.21% Add +0.5% 37,435 $10.8M
Wisconsin Capital Management LLC 5.13% Add +0.3% 37,386 $10.8M
ROI Financial Advisors, LLC 5.59% Reduce -2.4% 37,352 $10.8M
Cane Capital Partners, LLC 4.34% Reduce -13.5% 37,318 $10.8M
Legacy Financial Group, Inc. 2.52% Reduce -3.3% 37,281 $10.8M
TrustBank 3.66% Reduce -0.1% 37,226 $10.8M
Pinnacle Bancorp, Inc. 2.80% Add +5.0% 37,215 $10.8M
Yarger Wealth Strategies, LLC 3.87% Add +1.5% 34,147 $10.8M
Founders Grove Wealth Partners, LLC 2.15% Add +9.7% 37,192 $10.8M
Patron Partners, LLC 4.13% Reduce -0.3% 37,153 $10.8M
Old Port Advisors 2.12% Add +0.3% 37,151 $10.8M
Beacon Investment Advisors LLC 3.37% Add +0.0% 37,125 $10.7M
Keynote Financial Services LLC 5.05% Reduce -1.3% 37,054 $10.7M
Rahlfs Capital, LLC 7.87% Add +0.3% 37,020 $10.7M
CPC Advisors, LLC 1.44% Reduce -4.1% 37,014 $10.7M
Banco BTG Pactual S.A. 1.42% Add +1563.8% 37,004 $10.7M
Howard Wealth Management, LLC 3.96% Add +4.3% 36,980 $10.7M
Capstone Wealth Management Group, Inc. 6.45% — 36,976 $10.7M
McAlister, Sweet & Associates, Inc. 5.71% Add +0.2% 36,940 $10.7M
East Coast Asset Management, LLC. 3.16% Reduce -4.6% 36,936 $10.7M
Bruce & Co., Inc. 2.89% Reduce -5.1% 36,900 $10.7M
Elmwood Wealth Management, Inc. 2.67% Add +1.5% 36,896 $10.7M
Patrick M Sweeney & Associates, Inc. 6.12% Reduce -0.6% 36,829 $10.7M
Triasima Portfolio Management inc. 1.44% Add +50.5% 36,826 $10.7M
Rodgers Brothers Inc. 1.03% Reduce -0.7% 36,812 $10.7M
Schneider Downs Wealth Management Advisors, LP 1.00% Add +9.1% 36,791 $10.6M
Banque de Luxembourg S.A. 5.02% Reduce -3.1% 36,783 $10.6M
Aua Capital Management, LLC 4.92% No change 36,713 $10.6M
Capital Advisors, Ltd. LLC 1.07% Reduce -0.3% 36,703 $10.6M
Elite Wealth Management, Inc. 3.15% Reduce -13.6% 36,694 $10.6M
Meritas Wealth Management, LLC 4.15% Reduce -4.5% 36,682 $10.6M
VUB Generali dochodkova spravcovska spolocnost, a.s. 7.32% No change 36,678 $10.6M
Marin Bay Wealth Advisors, LLC 5.70% Reduce -1.1% 36,630 $10.6M
Security National Bank of Sioux City Iowa 4.35% Add +19.6% 36,623 $10.6M
Xena Financial Planning, LLC 10.16% Reduce -2.3% 36,598 $10.6M
Headinvest, LLC 1.97% Add +40.6% 36,593 $10.6M
First National Bank of Hutchinson 5.81% Reduce -2.1% 36,582 $10.6M
Clarus Group, Inc. 3.59% Add +0.0% 36,561 $10.6M
Corus Family Wealth Advisors 7.28% Add +1.0% 36,543 $10.6M
Congress Park Capital LLC 2.85% Add +1.9% 36,536 $10.6M
Cambridge Advisors Inc. 1.82% Reduce -3.0% 36,530 $10.6M
Hilltop Partners LLC 2.56% Add +1.3% 36,492 $10.6M
William Allan Corp 5.16% Reduce -2.2% 36,467 $10.6M
Meridian Wealth Partners, LLC 1.28% Reduce -2.8% 36,455 $10.5M
Beacon Financial Advisory LLC 2.08% Add +1.5% 36,429 $10.5M
Aft, Forsyth & Company, Inc. 5.07% Reduce -7.1% 36,428 $10.5M
Bell Investment Advisors, Inc 1.55% Reduce -2.2% 36,423 $10.5M
Wrapmanager Inc. 3.29% Reduce -0.7% 36,387 $10.5M
QTR Family Wealth, LLC 3.67% Add +7.7% 36,376 $10.5M
US Asset Management LLC 8.01% Reduce -1.0% 36,364 $10.5M
Merrithew & Thorsten Inc 8.95% Reduce -1.8% 36,331 $10.5M
WestHill Financial Advisors, Inc. 1.79% Reduce -3.3% 36,276 $10.5M
Crown Wealth Group, LLC 2.67% Add +10.1% 36,233 $10.5M
Vega Investment Solutions 1.48% Reduce -23.4% 36,134 $10.5M
Columbus Macro, LLC 1.02% Add +1.8% 36,133 $10.5M
Legato Capital Management LLC 0.86% Reduce -39.1% 36,076 $10.4M
SWP Financial LLC 4.83% Add +1.6% 36,072 $10.4M
Orleans Capital Management Corp. 5.38% Add +8.1% 36,031 $10.4M
Alesco Advisors, LLC, An ESL Co 0.24% Reduce -0.6% 36,001 $10.4M
Matisse Capital 4.18% Reduce -0.1% 35,994 $10.4M
Wealth Preservation Advisors, LLC 5.94% Add +24.6% 35,982 $10.4M
Creekside Partners 3.77% Reduce -3.0% 35,966 $10.4M
Orca Investment Management, LLC 7.54% Reduce -1.3% 35,923 $10.4M
Granite Harbor Advisors, Inc. 4.16% Reduce -2.8% 35,916 $10.4M
Innovative Asset Advisors Group, LLC 4.54% Add +3.3% 35,827 $10.4M
Intrepid Financial Planning Group LLC 3.52% Reduce -1.2% 35,792 $10.4M
Vaughan David Investments LLC 0.21% Add +0.2% 35,756 $10.3M
Sentinel Pension Advisors, LLC 1.36% Add +2.2% 30,990 $10.3M
Trinity Financial Advisors LLC 2.65% Reduce -1.3% 35,680 $10.3M
Tempus Wealth Planning, LLC 2.02% Add +0.3% 35,679 $10.3M
Matauro, LLC 1.36% Reduce -1.4% 35,677 $10.3M
Pecaut & Co. 3.14% Reduce -2.0% 35,616 $10.3M
Lighthouse Financial Services Inc. 2.16% Reduce -0.5% 34,966 $10.3M
Piscataqua Savings Bank 6.95% Reduce -4.8% 35,558 $10.3M
Summit Wealth Partners, LLC 1.46% Add +1.5% 35,521 $10.3M
Alan B Lancz & Associates, Inc. 8.93% Reduce -0.7% 35,482 $10.3M
Spirit of America Management Corp. 1.94% Reduce -0.6% 35,482 $10.3M
McBroom & Associates, LLC 5.16% Reduce -1.2% 35,475 $10.3M
Meridian Financial Partners LLC 3.50% Reduce -15.5% 31,340 $10.3M
Investment Partners, LTD. 3.21% Add +0.5% 35,469 $10.3M
Ritter Daniher Financial Advisory LLC / DE 1.56% Reduce -1.5% 35,444 $10.3M
tru Independence LLC 4.48% Add +0.2% 35,424 $10.3M
Grey Ledge Advisors, LLC 2.06% Reduce -0.4% 35,412 $10.2M
Centennial Wealth Advisory LLC 2.21% Add +0.4% 35,372 $10.2M
William Mack & Associates, Inc. 3.61% Add +16.5% 35,364 $10.2M
Corps Capital Advisors, LLC 8.25% No change 35,312 $10.2M
Mosley Wealth Management 3.25% Add +14.9% 35,299 $10.2M
Affiance Financial, LLC 1.47% Reduce -9.6% 35,289 $10.2M
Samalin Investment Counsel, LLC 3.28% Add +4.0% 35,281 $10.2M
Golden Reserve Retirement LLC 1.61% Add +166.1% 35,243 $10.2M
Storgate, LLC 2.12% New 35,240 $10.2M
Advance Capital Management, Inc. 0.33% Add +11.8% 35,225 $10.2M
Steel Grove Capital Advisors, LLC 0.95% Add +3.1% 35,200 $10.2M
Arta Finance Wealth Management LLC 4.36% Add +5.5% 35,197 $10.2M
Values Added Financial LLC 3.68% Add +11.2% 35,183 $10.2M
McHugh Group, LLC 5.24% Reduce -0.6% 35,113 $10.2M
Factor Wealth Management LTD 1.54% Add +4.5% 35,111 $10.2M
Silvia McColl Wealth Management, LLC 6.10% Reduce -0.7% 35,057 $10.1M
MADDEN SECURITIES Corp 2.82% Reduce -0.3% 35,045 $10.1M
Granite Islands Private Wealth, LLC 7.49% Add +6.2% 35,153 $10.1M
Montz Harcus Wealth Management LLC 3.60% Add +1.5% 34,990 $10.1M
Hudock, Inc. 1.30% Add +0.0% 34,988 $10.1M
Studio Investment Management LLC 1.71% Reduce -0.9% 34,882 $10.1M
Commons Capital, LLC 7.06% Add +0.5% 34,849 $10.1M
Cathy Pareto & Associates, Inc. 5.91% Reduce -0.1% 34,846 $10.1M
Woodard & Co. Asset Management Group Inc. 1.45% Add +1.1% 34,800 $10.1M
Lantz Financial LLC 1.84% Reduce -3.0% 34,799 $10.1M
Landmark Wealth Management, Inc. 3.33% Reduce -0.7% 34,757 $10.1M
Altman Advisors, Inc. 3.61% Reduce -2.5% 34,736 $10.1M
Cambridge Financial Group, Inc. 3.50% Add +0.3% 34,733 $10.1M
Cypress Funds LLC 3.20% Reduce -26.7% 34,692 $10.0M
CMT Capital Markets Trading GmbH 5.25% Add +352.5% 34,687 $10.0M
Wealth Quarterback LLC 3.10% Reduce -6.3% 34,685 $10.0M
J.Safra Asset Management Corp 0.46% Reduce -27.8% 34,684 $10.0M
RWQ Financial Management Services, Inc. 4.84% Reduce -37.1% 34,661 $10.0M
Whelan Financial 2.73% Add +1.1% 34,631 $10.0M
Centerline Wealth Advisors, LLC 3.14% Reduce -0.7% 34,607 $10.0M
Xxi Wealth, LLC 4.60% Add +6.7% 34,600 $10.0M
Trueblood Wealth Management, LLC 3.49% Add +0.9% 34,596 $10.0M
Goepper Burkhardt LLC 3.00% Reduce -2.7% 34,583 $10.0M
EdgeRock Capital LLC 2.27% Add +18.3% 34,565 $10.0M
Vines Capital Management, LLC 8.20% Add +0.2% 34,555 $10.0M
Weaver Capital Management LLC 2.20% No change 39,390 $10.0M
Cheviot Value Management, LLC 1.01% Reduce -0.2% 34,484 $10.0M
Jacobsen Capital Management 2.92% Add +0.0% 34,451 $10.0M
Elevatus Welath Management 2.42% Add +57.5% 34,432 $10.0M
Forum Finance Group S.A. 3.58% Add +19.6% 42,555 $10.0M
Investment Partners Asset Management, Inc. 5.55% Reduce -2.0% 34,369 $9.9M
Seelaus Asset Management LLC 7.04% Reduce -8.2% 34,365 $9.9M
Asset Management Advisors, LLC 5.50% Add +2.3% 34,343 $9.9M
Cape Ann Savings Bank 4.68% Reduce -1.9% 34,340 $9.9M
Harfst & Associates, Inc. 1.54% Reduce -2.0% 34,317 $9.9M
Aspen Investment Management Inc 2.67% Add +1.6% 34,299 $9.9M
Wealthspire Retirement, LLC 0.54% Add +3.2% 33,554 $9.9M
Eagle Wealth Advisors LLC 7.55% Reduce -5.3% 34,213 $9.9M
Castlefield Investment Partners LLP 6.72% Reduce -3.3% 34,208 $9.9M
Variant Private Wealth, LLC 11.12% Reduce -0.9% 34,170 $9.9M
Mainstream Capital Management LLC 5.94% Reduce -4.1% 34,109 $9.9M
Ifrah Financial Services, Inc. 2.41% Reduce -51.0% 34,105 $9.9M
Monument Capital Management 1.98% Add +2.3% 34,072 $9.9M
Signature Equity Partners, LLC 4.52% Add +25.1% 34,004 $9.8M
Berman McAleer LLC 1.14% Add +1.0% 33,965 $9.8M
New World Advisors LLC 1.67% Add +3.4% 33,952 $9.8M
Westfuller Advisors, LLC 3.57% Add +15.7% 33,909 $9.8M
Cora Capital Advisors LLC 2.75% Reduce -1.2% 33,908 $9.8M
American Trust Investment Advisors, LLC 4.84% Add +1.4% 33,905 $9.8M
Advisors Preferred, LLC 1.52% Reduce -24.8% 31,777 $9.8M
Regency Capital Management Inc.\DE 3.90% Add +6.9% 33,857 $9.8M
Planning Directions Inc. 4.54% Reduce -21.0% 33,856 $9.8M
First United Bank & Trust 2.82% Reduce -0.1% 33,851 $9.8M
Gratus Wealth Advisors, LLC 1.25% Reduce -0.3% 33,849 $9.8M
Ascentis Wealth Management, LLC 1.66% Add +6.7% 33,811 $9.8M
RBA Wealth Management, LLC 3.59% Reduce -15.3% 33,794 $9.8M
Vigilare Wealth Management 3.00% Add +0.4% 33,774 $9.8M
Hager Investment Management Services, LLC 4.49% Reduce -1.7% 33,727 $9.8M
Towercrest Capital Management 1.36% Reduce -1.2% 33,727 $9.8M
Burton Enright Welch 1.15% Add +2.7% 33,722 $9.8M
Cresta Advisors, Ltd. 3.50% Reduce -0.7% 33,706 $9.8M
Darden Wealth Group Inc 3.87% Reduce -0.1% 33,702 $9.8M
Altus Wealth Group LLC 3.51% Add +3.0% 33,599 $9.7M
Mayfair Advisory Group, LLC 2.93% Add +1.4% 29,187 $9.7M
Rockbridge Asset Management LLC 6.37% Reduce -0.6% 33,578 $9.7M
Seaview Investment Managers LLC 2.90% Add +2219.6% 33,564 $9.7M
Rossby Financial, LCC 1.78% Add +14.9% 33,562 $9.7M
Portland Global Advisors LLC 0.92% Reduce -1.1% 33,422 $9.7M
Summit Place Financial Advisors, LLC 4.23% Reduce -2.1% 33,394 $9.7M
Jericho Financial, LLP 5.00% Add +1.7% 33,351 $9.7M
Lynx Investment Advisory 3.16% Add +31.0% 33,310 $9.6M
Wilson & Boucher Capital Management, LLC 5.65% Reduce -1.1% 33,268 $9.6M
Bulltick Wealth Management, LLC 1.96% Reduce -3.3% 33,263 $9.6M
Alpine Woods Capital Investors, LLC 2.17% Reduce -1.3% 33,261 $9.6M
Selective Wealth Management, Inc. 2.52% Add +4.2% 28,832 $9.6M
LCNB Corp. 2.95% Reduce -2.7% 33,222 $9.6M
Diversified Portfolios, Inc. 0.70% Add +39.8% 33,220 $9.6M
Transamerica Financial Advisors, LLC 0.81% Reduce -52.4% 33,214 $9.6M
Bull Harbor Capital LLC 1.87% Add +19.7% 33,205 $9.6M
Orser Capital Management, LLC 4.75% Reduce -1.4% 33,111 $9.6M
Focused Alpha, LLC 2.46% Add +10.1% 33,108 $9.6M
Morse Asset Management, Inc 1.59% Add +3.9% 33,074 $9.6M
Shoker Investment Counsel, Inc. 2.40% Add +0.0% 33,060 $9.6M
Pitcairn Wealth Advisors LLC 1.05% Add +0.6% 33,057 $9.6M
Choice Wealth Advisors LLC 3.35% Add +0.1% 33,025 $9.6M
Arq Wealth Advisors, LLC 1.18% Add +0.5% 29,309 $9.6M
Compass Capital Corp. /Ma/ 3.11% Reduce -1.3% 31,261 $9.5M
Evolution Wealth Advisors, LLC 1.12% Reduce -96.5% 32,952 $9.5M
Mayport, LLC 1.48% Add +0.4% 32,951 $9.5M
Colton Groome Financial Advisors, LLC 2.30% Add +13.5% 32,923 $9.5M
Saranac Partners Ltd 3.05% Add +3.6% 32,986 $9.5M
Colorado Capital Management, Inc. 3.24% Reduce -1.3% 32,861 $9.5M
Elevated Capital Advisors, LLC 2.61% Reduce -28.6% 32,827 $9.5M
Cornerstone Planning Group LLC 1.20% Reduce -1.3% 29,132 $9.5M
Investment Management Trust, LLC 8.50% Reduce -0.1% 32,761 $9.5M
Clear Wave Wealth Management LLC 2.11% Add +3.2% 32,743 $9.5M
Noesis Capital Mangement Corp. 1.14% Reduce -3.6% 32,708 $9.5M
Dempze Nancy E 4.53% Add +0.3% 32,682 $9.5M
Spectrum Wealth Advisory Group, LLC 2.69% Add +2.8% 32,654 $9.4M
Retirement Solution LLC 1.85% Add +241.1% 32,654 $9.4M
Hengehold Capital Management LLC 0.73% Add +2.3% 32,637 $9.4M
Aspire Private Capital, LLC 1.95% Add +0.6% 32,616 $9.4M
Mfa Wealth Advisors, LLC 1.61% Reduce -3.8% 32,606 $9.4M
Kelly Financial Group LLC 2.09% Add +5.2% 32,651 $9.4M
NBH Bank 3.97% — 32,569 $9.4M
Blue Square Asset Management, LLC 3.81% Reduce -0.4% 32,522 $9.4M
Global Trust Asset Management, LLC 2.95% Reduce -18.6% 32,520 $9.4M
Essex Investment Management Co. LLC 1.23% Reduce -0.5% 32,427 $9.4M
Private Wealth Management Group, LLC 2.18% Add +3.4% 32,422 $9.4M
Lattice Capital Management, LLC 18.96% Reduce -17.8% 32,400 $9.4M
Opus Investment Management Inc. 5.12% No change 32,400 $9.4M
River Street Advisors LLC 2.76% Add +0.5% 32,351 $9.4M
Total Investment Management Inc. 0.99% Add +2.2% 30,286 $9.4M
Old North State Wealth Management, LLC 4.00% Add +1.3% 32,267 $9.4M
Ayrshire Capital Management LLC 4.38% Add +0.2% 32,310 $9.3M
Benchmark Financial Wealth Advisors, LLC 2.31% Add +3.9% 32,288 $9.3M
Strategic Family Wealth Counselors, L.L.C. 2.17% Add +0.2% 32,286 $9.3M
Financial Strategies Group, Inc. 1.49% Reduce -6.8% 28,491 $9.3M
Arsenal Capital Advisors LLC 5.51% Add +2.9% 32,249 $9.3M
Brio Consultants, LLC 1.09% Add +1.0% 32,230 $9.3M
Grey Fox Wealth Advisors, LLC 1.46% Add +11.2% 32,185 $9.3M
Godshalk Welsh Capital Management, Inc. 5.02% Reduce -0.4% 32,177 $9.3M
Corsicana & Co. 4.51% Add +2.2% 32,175 $9.3M
Jackson Thornton Wealth Management, LLC 0.74% Add +20.9% 32,148 $9.3M
Enclave Advisors LLC 1.21% Add +1.9% 32,138 $9.3M
Coastwise Capital Group, LLC 5.40% Add +2.9% 32,123 $9.3M
Titiun Yejiel 8.08% No change 32,111 $9.3M
Maia Wealth LLC 1.37% Add +5.3% 32,100 $9.3M
Green Ridge Wealth Planning LLC 3.91% Reduce -5.4% 32,089 $9.3M
Napier Financial, LLC 1.93% Reduce -10.4% 32,083 $9.3M
Pacific Center for Financial Services 2.07% Reduce -0.3% 32,078 $9.3M
Norris Financial Group, LLC 3.68% Add +1.2% 32,001 $9.3M
Center for Financial Planning, Inc. 0.87% Add +0.5% 32,001 $9.3M
Legacy Financial Strategies, LLC 1.43% Add +0.8% 31,984 $9.3M
Saba Capital Management, L.P. 0.28% Reduce -12.4% 31,981 $9.3M
Retirement Planning Co of New England, Inc. 3.33% Reduce -9.1% 31,965 $9.2M
Willis Johnson & Associates, Inc. 0.52% Reduce -40.6% 31,960 $9.2M
Hudson Capital Management LLC 2.30% Add +0.9% 31,953 $9.2M
Investment Advisory Group, LLC 2.00% Add +4.1% 31,944 $9.2M
Grace & Mercy Foundation, Inc. 2.30% No change 31,900 $9.2M
Ballast Rock Private Wealth LLC 4.26% Add +1.0% 31,887 $9.2M
Asahi Life Asset Management Co., LTD. 5.21% Reduce -2.3% 31,883 $9.2M
Pacific Sage Partners, LLC 1.31% Reduce -5.7% 31,880 $9.2M
Orographic Financial Advisors, LLC 6.10% Reduce -5.4% 30,486 $9.2M
Select Asset Management & Trust 2.65% Reduce -1.8% 31,831 $9.2M
Delta Capital Management LLC 4.28% Add +0.2% 31,769 $9.2M
Omnia Family Wealth, LLC 2.46% Reduce -0.2% 31,756 $9.2M
Per Stirling Capital Management, LLC. 0.87% Reduce -2.1% 31,718 $9.2M
Barrett & Company, Inc. 2.57% Add +14.8% 31,718 $9.2M
Almanack Investment Partners, LLC. 1.17% Add +89.8% 31,711 $9.2M
Mizuho Markets Americas LLC 0.16% Reduce -0.4% 31,699 $9.2M
WT Wealth Management 2.54% Add +9.4% 31,660 $9.2M
Clarion Wealth Managment Partners, LLC 7.39% Add +0.9% 31,640 $9.2M
JM2 Capital Inc. 6.27% Reduce -0.1% 31,576 $9.1M
E-Wealth Partners, LLC 6.60% Reduce -9.3% 31,552 $9.1M
Farrell Financial LLC 4.93% Reduce -0.4% 31,528 $9.1M
Infusive Asset Management Inc. 4.15% Reduce -17.1% 31,496 $9.1M
Ullmann Wealth Partners Group, LLC 0.83% Add +7.4% 31,472 $9.1M
Wiregrass Investment Management LLC 6.20% Add +4.7% 31,427 $9.1M
Acima Private Wealth, LLC 2.64% Reduce -0.1% 31,421 $9.1M
Insight Inv LLC 4.28% Reduce -1.8% 31,410 $9.1M
Dickmeyer Boyce Financial Management, Inc. 4.71% Add +0.1% 31,394 $9.1M
Essex LLC 1.38% Reduce -4.4% 31,389 $9.1M
Dodge & Cox 0.00% Reduce -0.7% 31,382 $9.1M
May Hill Capital, LLC 1.90% Add +6.9% 31,375 $9.1M
C2C Wealth Management, LLC 7.11% Reduce -20.0% 31,345 $9.1M
Forty-three Eighteen Advisors, LLC 6.10% Add +0.0% 31,321 $9.1M
Kennebec Savings Bank 7.27% Reduce -2.1% 31,313 $9.1M
Advisortrust Partners, LLC 3.10% Add +5.6% 31,269 $9.0M
Riverbridge Partners LLC 0.25% Reduce -1.9% 31,263 $9.0M
Haven Private, LLC 3.44% Reduce -0.7% 31,260 $9.0M
Saiph Capital, LLC 2.71% Add +44.9% 31,247 $9.0M
Phoenix Wealth Advisors 3.05% Add +2.0% 31,247 $9.0M
Alvarez & Marsal Private Wealth Partners, LLC 1.19% Add +1.8% 31,234 $9.0M
Consolidated Portfolio Review Corp 0.75% No change 31,205 $9.0M
Pine Ridge Advisers LLC 0.56% No change 31,205 $9.0M
Richmond Brothers, Inc. 4.69% Add +169.3% 31,196 $9.0M
Wynn Capital, LLC 4.03% Add +0.3% 31,184 $9.0M
JNBA Financial Advisors 0.68% Add +6.1% 31,180 $9.0M
Constitution Capital LLC 4.63% Reduce -4.1% 31,178 $9.0M
University of Wisconsin Foundation 7.14% Reduce -26.4% 31,153 $9.0M
Planning Center, Inc. 0.85% Reduce -2.4% 31,138 $9.0M
Avantra Family Wealth, Inc. 5.75% Add +4.0% 31,119 $9.0M
Tobam 2.19% Add +1.7% 31,116 $9.0M
Cercano Management LLC 1.20% Reduce -51.3% 31,112 $9.0M
Vertrix Wealth Management, LLC 3.03% Reduce -3.2% 31,112 $9.0M
Argyle Capital Partners, LLC 5.67% Add +2.4% 31,099 $9.0M
GKV Capital Management Co., Inc. 2.90% Reduce -0.3% 31,068 $9.0M
BostonPremier Wealth LLC 3.82% Reduce -0.4% 31,066 $9.0M
JBR Co Financial Management Inc 3.27% Reduce -5.0% 31,005 $9.0M
Tilia Fiduciary Partners, Inc. 4.25% Add +2.4% 30,953 $9.0M
Alaska Wealth Advisors, LLC 0.97% Add +2.3% 30,918 $8.9M
Auctus Advisors LLC 7.51% Reduce -19.5% 30,856 $8.9M
Allred Capital Management, LLC 2.93% Reduce -0.8% 30,843 $8.9M
Signet Investment Advisory Group, Inc. 3.92% Add +0.3% 30,833 $8.9M
Capital Group Investment Management Pte. LTD. 1.34% Add +34.3% 30,824 $8.9M
Tennessee Valley Asset Management Partners 0.98% Add +24.9% 30,820 $8.9M
Mark Sheptoff Financial Planning, LLC 4.73% Reduce -1.1% 30,816 $8.9M
Spartan Planning & Wealth Management 5.93% Add +76.3% 30,802 $8.9M
Great Waters Wealth Management 0.83% Add +3.2% 30,795 $8.9M
Cantor Fitzgerald Investment Advisors L.P. 0.60% Add +0.6% 30,774 $8.9M
Pinpoint Asset Management (Singapore) Pte. Ltd. 2.25% New 30,756 $8.9M
Fearless Solutions, LLC dba Best Invest 4.69% Reduce -0.4% 30,722 $8.9M
Denver Wealth Management, Inc. 2.54% Add +0.1% 30,703 $8.9M
Eley Financial Management, Inc 2.87% Reduce -3.6% 30,678 $8.9M
Asset Planning,Inc 5.75% Reduce -1.1% 30,667 $8.9M
One Degree Advisors Inc 1.98% Add +110.8% 30,140 $8.9M
Fingerlakes Wealth Management, Inc. 4.77% Reduce -0.2% 30,658 $8.9M
Shaker Investments LLC 3.18% Reduce -0.9% 30,553 $8.8M
Midwest Financial Group LLC 3.10% Reduce -1.7% 30,543 $8.8M
Modus Advisors, LLC 2.18% Reduce -1.8% 30,500 $8.8M
Griffith & Werner, Inc. 4.14% Add +7.3% 30,498 $8.8M
TMB Capital Partners, LLC 2.75% Reduce -3.2% 30,444 $8.8M
Shepherd Kaplan Krochuk, LLC 6.99% Add +0.0% 30,419 $8.8M
Baker Tilly Wealth Management, LLC 1.89% Add +2.0% 30,407 $8.8M
Buckland Partners Management Co LLC 4.31% No change 30,400 $8.8M
Alpha Advisors, LLC 6.61% Reduce -0.0% 30,389 $8.8M
Alcosta Capital Management, Inc. 5.95% Reduce -5.4% 30,384 $8.8M
Kentucky Trust Co 4.23% Add +0.1% 30,375 $8.8M
Strategies Wealth Advisors, LLC 0.79% Reduce -9.0% 30,355 $8.8M
Smith Shellnut Wilson LLC 3.29% Add +0.2% 30,331 $8.8M
Town & Country Bank & Trust CO dba First Bankers Trust CO 2.73% Reduce -1.1% 30,264 $8.8M
Landaas & Co. /Wi 1.59% Reduce -4.9% 30,252 $8.8M
Stableford Capital II LLC 3.03% Reduce -4.5% 30,238 $8.7M
Winthrop Partners - WNY, LLC 4.33% Add +0.3% 30,236 $8.7M
Vanderbilt University 1.20% New 30,183 $8.7M
EULAV Asset Management 0.28% Reduce -3.1% 30,125 $8.7M
Boit C F David 3.65% No change 30,002 $8.7M
Integrated Quantitative Investments LLC 1.42% Reduce -9.0% 29,991 $8.7M
Triangle Securities Wealth Management 1.72% Reduce -0.5% 29,961 $8.7M
Provident Trust Co. 0.18% No change 29,951 $8.7M
MOKAN Wealth Management Inc. 3.31% Add +9.6% 29,941 $8.7M
Advisors Management Group Inc. 1.43% Reduce -7.9% 29,921 $8.7M
Stoneridge Investment Partners LLC 5.67% Reduce -4.2% 27,977 $8.6M
Altrafin AG 3.39% Reduce -26.3% 29,806 $8.6M
Lodestone Wealth Management LLC 3.04% Reduce -4.2% 29,783 $8.6M
Firethorn Wealth Partners, LLC 2.78% Reduce -0.8% 29,767 $8.6M
Pettee Investors, Inc. 4.23% Reduce -0.4% 29,742 $8.6M
Advanced Asset Management Advisors Inc 2.26% Add +0.1% 29,702 $8.6M
Tiller Private Wealth, Inc. 2.69% Reduce -0.7% 29,698 $8.6M
Kingstone Capital Partners Texas, LLC 4.57% Reduce -1.6% 29,688 $8.6M
Home Federal Bank of Tennessee 1.85% Reduce -2.2% 29,673 $8.6M
Fiducient Advisors LLC 1.23% Reduce -20.1% 29,666 $8.6M
Beaton Management Co. Inc. 3.49% Reduce -0.6% 29,632 $8.6M
Vision Financial Markets LLC 7.42% Reduce -0.2% 29,342 $8.6M
Tounjian Advisory Partners, LLC 3.66% Reduce -47.0% 29,546 $8.5M
Quartz Partners, LLC 2.80% Add +1.7% 29,544 $8.5M
Morey & Quinn Wealth Partners, LLC 5.49% Add +0.1% 29,488 $8.5M
Delos Wealth Advisors, LLC 4.38% Add +4.7% 29,466 $8.5M
One Charles Private Wealth Services, LLC 1.97% Reduce -2.2% 29,466 $8.5M
North Berkeley Wealth Management, LLC 3.44% Add +3.3% 29,446 $8.5M
Leslie Global Wealth, LLC 3.32% Add +1.9% 29,436 $8.5M
ELCO Management Co., LLC 3.67% Reduce -0.1% 29,428 $8.5M
Investment Research Partners LLC 2.88% Add +11.8% 29,399 $8.5M
Arnhold LLC 0.60% Reduce -1.1% 29,382 $8.5M
Beck Capital Management, LLC 1.57% Reduce -8.6% 29,377 $8.5M
North Dallas Bank & Trust Co. 5.04% Reduce -2.7% 29,364 $8.5M
Bluedoor Private Wealth, LLC 3.58% Reduce -3.3% 29,332 $8.5M
Harbour Investment Management LLC 4.38% Reduce -3.6% 29,326 $8.5M
Advisor Resource Council 2.83% Add +0.6% 27,435 $8.5M
SBI Okasan Asset Management Co.Ltd. 0.28% Add +8.5% 30,055 $8.5M
Wagner Wealth Management, LLC 1.57% Reduce -1.4% 29,260 $8.5M
Bcwm, LLC 2.48% Reduce -11.3% 29,257 $8.5M
Fonville Wealth Management LLC 1.38% Reduce -6.6% 29,247 $8.5M
Cairn Investment Group, Inc. 3.73% Reduce -22.2% 29,235 $8.5M
Palacios Wealth Management, LLC 5.00% Reduce 0.0% 29,237 $8.5M
Kerusso Capital Management LLC 3.08% Add +23.4% 29,232 $8.5M
Verum Partners LLC 1.28% Add +19.3% 29,231 $8.5M
Thurston, Springer, Miller, Herd & Titak, Inc. 3.08% Add +3.2% 29,219 $8.5M
BOS Asset Management, LLC 1.97% Reduce -6.5% 29,213 $8.5M
Seascape Capital Management 2.02% Add +0.5% 29,201 $8.4M
Strategic Financial Concepts, LLC 2.51% Reduce -26.9% 29,196 $8.4M
Horizon Investment Services, LLC 2.35% Reduce -1.6% 29,182 $8.4M
Schear Investment Advisers, LLC 2.82% Reduce -0.2% 29,166 $8.4M
Veracity Capital LLC 2.28% Reduce -0.1% 29,163 $8.4M
Discipline Wealth Solutions, LLC 0.74% Add +2.4% 29,162 $8.4M
Cadinha & Co. LLC 1.25% Add +38.8% 29,147 $8.4M
Wealth Analytics Partners, LLC 3.06% Reduce -5.8% 26,773 $8.4M
McGlone Suttner Wealth Management, Inc. 0.99% Add +8.8% 29,112 $8.4M
Long Road Investment Counsel, LLC 3.10% No change 29,100 $8.4M
ODonnell Financial Services, LLC 2.48% Reduce -1.6% 29,071 $8.4M
Joseph Group Capital Management 1.77% Reduce -2.4% 29,068 $8.4M
Capital & Planning, LLC 4.34% Add +9.5% 29,050 $8.4M
NorthStar Asset Management LLC 1.80% Reduce -0.8% 29,044 $8.4M
Plotkin Financial Advisors, LLC 3.48% Add +0.2% 29,022 $8.4M
Nautilus Advisors LLC 4.95% No change 26,627 $8.4M
BlackDiamond Wealth Management, LLC 3.39% Add +0.0% 27,222 $8.4M
Blue Bell Private Wealth Management, LLC 1.05% Reduce -0.3% 28,994 $8.4M
Etesian Wealth Advisors, Inc. 2.48% Reduce -3.7% 28,992 $8.4M
Ducere Wealth Management LLC 2.52% Add +46.3% 28,966 $8.4M
Opal Capital LLC 1.49% Add +21.1% 28,896 $8.4M
Warwick Investment Management, Inc. 0.94% Add +3.7% 28,893 $8.4M
Cypress Capital, LLC 2.27% Reduce -1.8% 28,891 $8.4M
First County Bank 3.95% Reduce -0.3% 28,849 $8.3M
Archer Investment Corp 1.60% Reduce -2.2% 28,826 $8.3M
Park Place Capital Corp 1.32% Add +16.4% 28,814 $8.3M
Syntax Research, Inc. 6.10% Add +0.1% 28,793 $8.3M
Arbor Trust Wealth Advisors, LLC 3.36% Reduce -2.8% 28,766 $8.3M
Five Oceans Advisors 2.67% Reduce -0.5% 28,762 $8.3M
PCA Investment Advisory Services Inc. 2.32% Add +1.1% 28,754 $8.3M
Trust Co 0.75% Reduce -50.3% 28,739 $8.3M
Balefire, LLC 1.36% Add +11.1% 28,714 $8.3M
Gallagher Capital Advisors, LLC 4.76% Reduce -0.6% 28,673 $8.3M
Tortuga Wealth Management, Inc 6.29% Add +0.9% 28,653 $8.3M
Western Pacific Wealth Management, LP 7.48% Reduce -0.9% 28,603 $8.3M
V2 Financial group LLC 3.08% Add +6.2% 28,597 $8.3M
Aft, Forsyth & Sober, LLC 2.59% No change 32,600 $8.3M
Worth Financial Advisory Group, LLC 3.45% Add +4794.4% 28,583 $8.3M
Comprehensive Financial Planning, Inc. 4.41% Reduce -0.1% 28,564 $8.3M
Peck Wealth Management, LLC 6.96% Reduce -2.1% 28,532 $8.3M
LifeSteps Financial, Inc. 3.85% Add +3.2% 28,528 $8.3M
Redwood Family Wealth LLC 7.28% Add +0.0% 28,415 $8.2M
Townsend Asset Management Corp. /NC/ 2.64% Add +0.8% 28,415 $8.2M
IKE Capital, LLC 4.32% Reduce -5.7% 28,403 $8.2M
1 North Wealth Services LLC 2.68% Reduce -1.3% 28,357 $8.2M
Richardson Financial Services Inc. 4.65% Add +3.1% 28,340 $8.2M
American Financial Advisors, LLC 0.98% Reduce -4.2% 28,289 $8.2M
Hidden Cove Wealth Management, LLC 4.51% Add +7.5% 28,281 $8.2M
KFG Wealth Management, LLC 0.92% Add +13.9% 28,267 $8.2M
Elevation Advisory Partners LLC 8.36% Reduce -1.4% 25,015 $8.2M
Byrne Asset Management LLC 4.48% Reduce -4.3% 28,225 $8.2M
Widmann Financial Services, Inc. 4.38% Add +2.7% 28,220 $8.2M
Exchange Bank 5.08% Reduce -1.2% 28,198 $8.2M
Hixon Zuercher, LLC 2.39% Reduce -1.4% 28,191 $8.2M
Axiom Investment Management LLC 5.45% Reduce -3.5% 28,190 $8.2M
NCM Capital Management, LLC 2.51% Add +3.7% 28,187 $8.2M
WD Rutherford LLC 2.95% Reduce -2.5% 28,184 $8.2M
Crew Capital Management, Ltd 4.46% Reduce -0.5% 28,164 $8.1M
Uptick Partners, LLC 1.27% Add +9.9% 28,148 $8.1M
Comprehensive Financial Consultants Institutional, Inc. 2.16% Reduce -0.7% 28,144 $8.1M
Financial Management Professionals, Inc. 0.77% Add +9.1% 28,077 $8.1M
Elevation Wealth Partners, LLC 2.43% Reduce -0.2% 28,069 $8.1M
Second Line Capital, LLC 1.51% Add +1.2% 28,057 $8.1M
Fiduciary Financial Advisors 0.82% Add +1363.0% 28,061 $8.1M
Mitchell & Pahl Private Wealth, LLC 2.98% Reduce -0.5% 28,025 $8.1M
ICW Investment Advisors LLC 2.84% Reduce -0.3% 28,013 $8.1M
Fire Capital Management LLC 3.30% Add +6.7% 27,988 $8.1M
Anchor Capital Advisors LLC 0.23% Reduce -3.2% 27,959 $8.1M
Alliance Wealth Management Group 1.57% Reduce -1.4% 27,914 $8.1M
Palmer Knight Co 3.11% Reduce -2.6% 27,891 $8.1M
Symphony Financial Services, Inc. 3.62% Reduce -0.8% 27,881 $8.1M
Accel Wealth Management 1.82% Reduce -2.0% 27,875 $8.1M
Curran Financial Partners, LLC 1.20% Reduce -0.7% 27,833 $8.1M
Schonfeld Strategic Advisors LLC 0.04% Reduce -44.0% 27,809 $8.0M
Dixon Fnancial Services, Inc. 3.26% Add +4.0% 27,805 $8.0M
Retirement Capital Strategies 2.79% Add +2.0% 27,798 $8.0M
Paul R. Ried Financial Group, LLC 3.50% Reduce -5.0% 27,727 $8.0M
Oxinas Partners, LLC 3.16% Reduce -1.7% 27,726 $8.0M
SFI Advisors, LLC 6.92% Add +1.0% 27,712 $8.0M
RIA Advisory Group LLC 1.78% Add +6.0% 27,698 $8.0M
Pin Oak Investment Advisors Inc. 5.70% Add +0.2% 27,680 $8.0M
Sather Financial Group Inc 0.46% Add +14.1% 27,656 $8.0M
Great Diamond Partners, LLC 1.38% Reduce -2.0% 27,652 $8.0M
MWA Asset Management 3.61% Reduce -0.2% 27,571 $8.0M
Financial Gravity Companies, Inc. 1.29% — 27,558 $8.0M
Christine Messmer PC 4.49% Add +1.1% 27,518 $8.0M
Cascade Investment Group, Inc. 4.46% Reduce -0.8% 27,469 $7.9M
Berkshire Money Management, Inc. 0.73% Add +0.9% 27,427 $7.9M
Hoxton Planning & Management, LLC 2.07% Add +0.4% 27,405 $7.9M
Heritage Wealth Management, Inc. 3.94% Add +2.7% 27,352 $7.9M
MW Advisory, LLC 3.16% — 27,350 $7.9M
Integrity Financial Corp 3.78% Reduce -15.9% 27,337 $7.9M
Indie Asset Partners, LLC 7.57% Reduce -0.4% 27,335 $7.9M
Goldstein Advisors, LLC 0.72% Add +20.6% 27,333 $7.9M
Rose Capital Advisors LLC 4.23% — 27,284 $7.9M
MOR Wealth Management, LLC 3.14% Add +3.1% 27,280 $7.9M
Marest Capital, LLC 3.93% Add +0.7% 27,270 $7.9M
Petros Family Wealth, LLC 4.83% Add +2.3% 27,263 $7.9M
Transcendent Capital Group LLC 3.07% Add +0.4% 27,255 $7.9M
Lakeridge Wealth Management LLC 2.89% Add +2.0% 27,220 $7.9M
South Plains Financial, Inc. 4.23% Reduce -1.0% 27,212 $7.9M
M. Kraus & Co 2.09% No change 27,169 $7.9M
U S Wealth Group, Llc. 4.70% Reduce -3.3% 27,148 $7.9M
Eos Management, L.P. 3.11% No change 27,142 $7.9M
Cahaba Wealth Management, Inc. 0.47% Add +0.5% 27,142 $7.9M
Paragon Financial Partners, Inc. 4.22% Add +2.0% 25,417 $7.9M
Axecap Investments, LLC 4.34% Add +0.8% 27,103 $7.8M
Ruggiero Investments, Inc. 6.66% Reduce -3.1% 27,091 $7.8M
Quaker Wealth Management, LLC 2.28% Reduce -1.5% 27,074 $7.8M
Baxter Bros Inc. 0.91% Reduce -0.8% 27,072 $7.8M
Fortem Financial Group, LLC 1.60% Reduce -0.2% 27,062 $7.8M
Goldenstone Wealth Management LLC 5.12% Add +2.5% 27,052 $7.8M
Counterweight Ventures, LLC 3.90% Reduce -3.2% 27,046 $7.8M
Alliance Wealth Advisors, LLC 1.48% Add +68.6% 26,997 $7.8M
Auxier Asset Management LLC 1.05% Reduce -0.4% 26,997 $7.8M
Florida Financial Advisors, LLC 1.32% Add +0.7% 26,974 $7.8M
Willow Creek Capital Management, Inc. 7.57% — 26,946 $7.8M
Adelphi Trust Co 5.17% Add +6.6% 26,942 $7.8M
BCS Private Wealth Management, Inc. 2.35% Reduce -15.9% 26,925 $7.8M
Arvest Investments, Inc. 0.94% Reduce -2.2% 26,917 $7.8M
Clark Financial Services Group Inc. 3.67% Reduce -8.1% 26,900 $7.8M
Ackerman Asset Management, LLC 4.67% No change 26,889 $7.8M
Kingsbury Capital Investment Advisors LLC 6.58% Reduce -7.5% 26,882 $7.8M
KMT Wealth Management, LLC 6.58% Add +1279.3% 26,882 $7.8M
Doliver Advisors, LP 1.76% Reduce -1.0% 26,855 $7.8M
Rockbridge Investment Management, LCC 0.63% Reduce -4.0% 26,846 $7.8M
APS Management Group, Inc. 5.97% Reduce -0.1% 26,843 $7.8M
Precedent Wealth Partners, LLC 1.29% Add +12.9% 26,831 $7.8M
FFT Wealth Management LLC 1.22% Reduce -1.1% 26,806 $7.8M
Aster Capital Management (DIFC) Ltd 1.65% New 26,770 $7.7M
Caliber Wealth Management, LLC / KS 0.75% Add +4.7% 26,719 $7.7M
Exit Wealth Advisors, LLC. 3.53% Add +8.1% 26,716 $7.7M
Cranbrook Wealth Management, LLC 1.45% Reduce -0.3% 26,714 $7.7M
Cypress Point Wealth Management, LLC 1.57% Add +3.2% 26,698 $7.7M
DWR Wealth Management, LLC 5.78% Add +0.9% 27,403 $7.7M
Detalus Advisors, LLC 1.50% Add +0.1% 26,657 $7.7M
Flavin Financial Services, Inc. 4.39% Add +14.1% 26,632 $7.7M
Affinity Wealth Management LLC 0.99% Add +0.3% 26,631 $7.7M
Steadtrust LLC 3.89% Reduce -0.1% 26,577 $7.7M
Everest Private Wealth 2.86% Add +24.0% 26,528 $7.7M
BigSur Wealth Management LLC 1.85% Reduce -0.6% 26,516 $7.7M
Farrow Financial, Inc. 4.10% Reduce -0.9% 26,514 $7.7M
Windsor Capital Management, LLC 1.99% Reduce -7.3% 26,511 $7.7M
Tactive Advisors, LLC 1.89% Add +2.1% 26,560 $7.7M
Bigelow Investment Advisors, LLC 2.77% Add +0.3% 26,409 $7.6M
Raelipskie Partnership 2.88% Reduce -4.0% 26,398 $7.6M
Pps&v Asset Management Consultants, Inc. 4.12% Reduce -5.9% 26,386 $7.6M
Topsail Wealth Management, LLC 0.97% Add +1.1% 26,369 $7.6M
Next Capital Management LLC 2.06% Reduce -1.0% 26,355 $7.6M
Plan Group Financial, LLC 1.58% Reduce -1.1% 26,338 $7.6M
Deltec Asset Management LLC 1.13% No change 26,337 $7.6M
W.H. Cornerstone Investments Inc. 4.31% Reduce -2.0% 26,318 $7.6M
Wealth Intelligence, LLC 3.53% Reduce -0.4% 26,291 $7.6M
Vann Equity Management LLC 4.61% Reduce -1.6% 26,236 $7.6M
Fairtree Asset Management (Pty) Ltd 2.91% Add +9.2% 26,229 $7.6M
Davis-Rea LTD. 2.16% Add +21.6% 26,214 $7.6M
Beaird Harris Wealth Management, LLC 0.48% Add +1.2% 26,213 $7.6M
Virtue Asset Management LLC 5.44% Reduce -5.1% 26,211 $7.6M
Elm Partners Management LLC 0.27% Add +1.5% 26,182 $7.6M
Spectrum Strategic Capital Management, LLC 3.75% Reduce -0.1% 26,178 $7.6M
Chesapeake Asset Management LLC 5.80% Reduce -0.0% 26,168 $7.6M
Gilman Hill Asset Management, LLC 1.05% Add +5.6% 26,167 $7.6M
55 North Private Wealth, LLC 1.49% Add +21.9% 26,148 $7.6M
Hourglass Capital, LLC 1.49% Reduce -0.7% 26,117 $7.6M
Raleigh Capital Management Inc. 2.41% Add +15.4% 26,096 $7.6M
MBM Wealth Consultants, LLC 1.46% Add +71.5% 26,078 $7.5M
Midway Capital Research & Management 5.99% Reduce -0.2% 26,025 $7.5M
Stamos Capital Partners, L.P. 1.15% Reduce -11.7% 25,988 $7.5M
REAP Financial Group, LLC 1.28% Add +7.5% 25,950 $7.5M
Directional Asset Management 7.15% Add +3.8% 25,943 $7.5M
Creative Capital Management Investments LLC 1.73% Add +13.7% 25,874 $7.5M
Peak Financial Management, Inc. 1.72% Add +8.2% 25,872 $7.5M
Mendel Capital Management LLC 3.37% Reduce -0.2% 25,860 $7.5M
YANKCOM Partnership 2.68% Add +0.9% 25,859 $7.5M
Shira Ridge Wealth Management 2.61% Reduce -10.8% 25,843 $7.5M
Byrne Financial Freedom, LLC 2.92% Reduce -0.4% 25,810 $7.5M
OmniStar Financial Group, Inc. 3.44% Add +5.4% 25,807 $7.5M
CWC Advisors, LLC. 3.31% Reduce -0.6% 25,804 $7.5M
Commonwealth Financial Services, LLC 1.00% Add +3.1% 25,797 $7.5M
Ruggaard & Associates LLC 2.67% Reduce -4.6% 25,759 $7.5M
Traveka Wealth, LLC 2.48% Add +1.1% 25,740 $7.4M
Elser Financial Planning, Inc 0.32% Reduce -6.9% 25,735 $7.4M
Mainsail Asset Management, LLC 2.91% Reduce -2.9% 22,275 $7.4M
Kampmann Melissa S. 5.62% Reduce -0.5% 25,685 $7.4M
RW Investment Management LLC 0.65% Reduce -0.3% 25,662 $7.4M
Liberty One Investment Management, LLC 0.74% Add +2.4% 25,661 $7.4M
Torrey-Payne Wealth Management, LLC 6.11% Add +0.1% 25,656 $7.4M
ShoreHaven Wealth Partners, LLC 2.33% Reduce -0.7% 25,650 $7.4M
OceanIQ Capital, LLC 4.53% — 24,297 $7.4M
Birch Financial Group, LLC 3.81% Reduce -0.3% 25,578 $7.4M
Magnolia Capital Management Ltd. 5.11% Reduce -23.3% 25,578 $7.4M
Wincap Financial LLC 4.00% Add +6.9% 25,567 $7.4M
Legacy Capital Wealth Partners, LLC 1.42% Add +1.6% 25,540 $7.4M
Split Rock Private Trading & Wealth Management, LLC 5.07% Reduce -0.7% 25,528 $7.4M
Kendall Capital Management 1.23% Add +20.8% 25,526 $7.4M
Jasper Ridge Partners, L.P. 0.16% No change 25,525 $7.4M
Boomfish Wealth Group, LLC 3.36% Add +44.5% 25,493 $7.4M
Boyd Watterson Asset Management LLC 1.99% Reduce -0.1% 25,491 $7.4M
Bellars Harris Wealth Management, LLC 1.50% — 25,475 $7.4M
Crumly & Associates Inc. 1.41% Add +15.1% 25,444 $7.4M
Bradyco, Inc. 8.44% No change 25,429 $7.4M
Counterpoint Mutual Funds LLC 0.73% New 25,416 $7.4M
InvesTrust 2.83% Reduce -2.6% 25,406 $7.4M
American State Bank (Iowa) 2.98% Add +2.8% 25,381 $7.3M
Figure 8 Investment Strategies LLC 6.21% Reduce -1.8% 25,377 $7.3M
Keyvantage Wealth, LLC 2.77% Add +97.8% 25,334 $7.3M
InTrack Investment Management Inc 3.63% Add +0.7% 25,310 $7.3M
Uncommon Cents Investing LLC 1.59% Add +0.2% 25,306 $7.3M
PSI Advisors, LLC 1.70% Reduce -17.3% 25,293 $7.3M
Sandro Wealth Management LLC 5.28% Add +5.1% 25,271 $7.3M
Adamsbrown Wealth Consultants LLC 1.38% Reduce -1.6% 25,255 $7.3M
Taylor & Morgan Wealth Management, LLC 3.60% Reduce -1.4% 25,252 $7.3M
Chapman Financial Group, LLC 4.85% Reduce -0.8% 25,241 $7.3M
Legacy Financial Independent Advisors LLC 3.44% Add +272.6% 25,238 $7.3M
Arlington Trust Co LLC 0.62% Add +9.8% 25,230 $7.3M
Ceera Investments, LLC 3.09% Reduce -1.6% 25,201 $7.3M
RFG - Bristol Wealth Advisors, LLC 1.76% Add +0.1% 25,200 $7.3M
Kessler Investment Group, LLC 3.11% Reduce -1.7% 25,183 $7.3M
Beck Bode, LLC 1.10% Reduce -2.5% 25,175 $7.3M
Lionshead Wealth Management, LLC 4.73% Add +4.2% 25,169 $7.3M
Flagship Wealth Advisors, LLC 1.63% Add +98.9% 25,124 $7.3M
Fortitude Advisory Group L.L.C. 2.78% Add +0.0% 25,099 $7.3M
Butensky & Cohen Financial Security, Inc. 1.79% Reduce -2.2% 25,069 $7.3M
Legacy Wealth Advisors, LLC 3.14% Add +11.5% 25,062 $7.3M
AMG Asset Management Group, Inc. 4.54% Add +2.7% 25,061 $7.3M
Fulcrum Wealth Advisors, LLC 5.53% Add +35.0% 25,019 $7.2M
Fuller & Thaler Asset Management, Inc. 0.02% No change 25,012 $7.2M
Nova R Wealth, Inc. 2.11% Reduce -0.1% 25,007 $7.2M
Madison Park Capital Advisors, LLC 5.16% Reduce -22.4% 19,397 $7.2M
Nkcfo LLC 2.18% No change 24,925 $7.2M
Sunburst Financial Group, LLC 1.20% Add +6.8% 24,893 $7.2M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2.40% Reduce -10.6% 24,874 $7.2M
Austin Asset Management Co Inc 1.03% Add +0.6% 24,868 $7.2M
Legacies Wealth LLC 3.94% No change 24,866 $7.2M
Barton Investment Management 0.97% No change 24,862 $7.2M
Correct Capital Wealth Management 1.24% Reduce -4.4% 24,836 $7.2M
Vickerman Investment Advisors, Inc. 1.40% Add +2.7% 24,833 $7.2M
Index Fund Advisors, Inc. 0.29% Add +14.4% 24,832 $7.2M
Riverbend Wealth Management, LLC 3.65% Add +3.4% 24,820 $7.2M
BXM Wealth LLC 3.90% Add +5.4% 24,799 $7.2M
Advisory Resource Group 1.08% Add +4.0% 24,795 $7.2M
Advus Financial Partners, LLC 1.63% Reduce -15.8% 24,746 $7.2M
Dash Acquisitions Inc. 1.45% Reduce -0.5% 23,663 $7.2M
Secured Retirement Advisors, LLC 3.66% Reduce -0.2% 24,677 $7.1M
Runnymede Capital Advisors, Inc. 4.25% No change 24,672 $7.1M
Pathway Financial Advisers, LLC 1.80% Add +2.5% 24,661 $7.1M
Pinkerton Wealth, LLC 0.61% Add +5.6% 28,040 $7.1M
Partners Wealth Management, LLC 6.97% Reduce -7.6% 24,584 $7.1M
Aldebaran Financial Inc. 5.77% Add +0.3% 24,579 $7.1M
Talon Private Wealth, LLC 0.83% Add +11.6% 24,561 $7.1M
Demars Financial Group, LLC 1.97% Add +2.7% 24,556 $7.1M
Morangie Management LLC 5.90% Add +0.0% 24,534 $7.1M
Mosaic Advisors LLC 9.52% No change 24,531 $7.1M
Bridgewealth Advisory Group, LLC 1.34% Add +0.7% 24,520 $7.1M
Tobias Financial Advisors, Inc. 0.90% Reduce -0.2% 24,509 $7.1M
Total Clarity Wealth Management, Inc. 1.38% Reduce -6.9% 24,480 $7.1M
MeadowBrook Investment Advisors LLC 5.71% Reduce -1.2% 24,479 $7.1M
HERALD INVESTMENT MANAGEMENT Ltd 0.96% Add +9.9% 24,500 $7.1M
Westbourne Investments, Inc. 2.89% Add +3.9% 24,473 $7.1M
Kera Capital Partners, Inc. 0.68% Add +12.0% 24,456 $7.1M
Corundum Group, Inc. 2.10% Add +4.0% 24,451 $7.1M
Swiss Re Ltd. 0.64% Add +780.1% 24,441 $7.1M
Evergreen Private Wealth LLC 2.61% Add +1.1% 24,424 $7.1M
Truepoint, Inc. 0.15% Add +10.9% 24,406 $7.1M
Aurora Private Wealth, Inc. 4.47% Add +2.9% 24,361 $7.0M
AA Financial Advisors, LLC 0.85% Add +8.7% 24,349 $7.0M
Parvin Asset Management, LLC 5.62% No change 24,325 $7.0M
Brady Martz Wealth Solutions, LLC 1.06% Add +1.5% 24,283 $7.0M
Francis Financial, Inc. 1.15% Add +8.2% 24,265 $7.0M
Addison Capital Co 1.15% Add +4.1% 24,189 $7.0M
AGH Wealth Advisors, LLC 4.41% Add +11.4% 24,177 $7.0M
Beam Wealth Advisors, Inc. 1.54% Reduce -0.6% 24,156 $7.0M
Generation Capital Management LLC 4.29% Reduce -1.5% 24,146 $7.0M
Heritage Family Offices, LLP 2.70% Add +10.0% 24,145 $7.0M
Pacific Excel Wealth Advisors, Inc. 2.70% Add +181.1% 24,145 $7.0M
Sava Penzisko Drushtvo A.D. Skopje 1.86% Reduce -23.7% 19,733 $7.0M
Cutler Investment Counsel LLC 0.66% Reduce -0.7% 24,075 $7.0M
Birchcreek Wealth Management, LLC 2.71% Add +31.3% 24,073 $7.0M
Financial Life Planners 4.48% Reduce -2.0% 24,068 $7.0M
Encompass More Asset Management 1.02% Reduce -32.8% 24,064 $7.0M
Gerald Baker Financial Group LLC 1.98% Add +1.1% 24,051 $7.0M
Rainier Family Wealth Inc. 3.96% Reduce -1.4% 24,046 $7.0M
Thayer Partners, LLC / MA 2.88% Add +2.5% 24,044 $7.0M
LOM Asset Management Ltd 1.80% Add +13.2% 24,030 $7.0M
Graphene Investments SAS 4.04% No change 24,000 $6.9M
Castleview Partners, LLC 3.05% Reduce -5.7% 23,991 $6.9M
Petersen Hastings Wealth Advisors Inc. 0.58% Add +21.5% 23,991 $6.9M
MLG Wealth Management DBA Pine Grove Financial Group 0.70% Add +28.3% 23,984 $6.9M
Pacific Point Advisors, LLC 3.17% Reduce -1.2% 23,970 $6.9M
FWL Investment Management, LLC 1.27% Reduce -1.6% 23,948 $6.9M
Stevens Capital Partners 1.32% Add +21.4% 23,940 $6.9M
Libra Wealth LLC 1.77% Add +4.7% 23,936 $6.9M
Eight 31 Financial, LLC 4.12% Reduce -7.6% 23,924 $6.9M
Pointe Capital Management LLC 3.09% Add +6.7% 23,854 $6.9M
Park Capital Management, LLC / WI 4.06% Reduce -2.0% 23,837 $6.9M
Act Wealth Management, LLC 2.02% Reduce -1.3% 23,801 $6.9M
Clarendon Private LLC 4.42% Add +1.7% 23,790 $6.9M
BHK Investment Advisors, LLC 2.05% Reduce -6.0% 23,729 $6.9M
Marshall Investment Management, LLC 2.85% Add +21.8% 23,705 $6.9M
HRC Wealth Management, LLC 2.81% Reduce -0.1% 23,694 $6.9M
Wall Street Financial Group, Inc. 3.66% Add +15.1% 23,664 $6.8M
Safe Harbor Fiduciary, LLC 5.32% Add +2.3% 23,619 $6.8M
Trustco Bank Corp. N Y 4.98% Reduce -2.3% 23,617 $6.8M
Up Strategic Wealth Investment Advisors LLC 4.07% Add +0.8% 21,972 $6.8M
Davis Investment Partners, LLC 2.08% Add +0.3% 23,589 $6.8M
Camarda Financial Advisors, LLC 2.06% Add +1.9% 23,567 $6.8M
Luts & Greenleigh Group, Inc. 5.16% Add +2.2% 23,566 $6.8M
WMG Financial Advisors, LLC 2.57% Reduce -5.4% 23,547 $6.8M
Inspire Advisors, LLC 0.47% Add +2.6% 23,536 $6.8M
Connecticut Capital Management Group, LLC 5.48% Add +0.7% 23,506 $6.8M
BankPlus Wealth Management LLC 3.06% Reduce -0.1% 23,495 $6.8M
Southern Michigan Bank & Trust 2.42% Reduce -0.3% 23,496 $6.8M
Sendero Wealth Management, LLC 0.68% Add +16.3% 23,493 $6.8M
Private Capital Management, LLC 0.62% Reduce -0.2% 23,489 $6.8M
Lansing Street Advisors 1.45% Reduce -0.1% 23,480 $6.8M
LVZ, Inc. 0.69% Reduce -4.4% 23,474 $6.8M
RiverPark Advisors, LLC 3.36% Reduce -12.0% 23,471 $6.8M
McGuire Capital Advisors Inc. 3.70% Reduce -21.1% 23,446 $6.8M
Check Capital Management Inc. 0.38% Add +1.6% 23,439 $6.8M
Sykon Capital LLC 2.09% Reduce -3.4% 23,439 $6.8M
Midwest Financial Partners Investments, Inc. 2.81% Reduce -0.1% 23,424 $6.8M
Bank Hapoalim BM 0.47% Reduce -4.5% 23,420 $6.8M
Fruth Investment Management 1.61% Reduce -0.2% 23,416 $6.8M
Petix & Botte Co 1.36% Add +100.7% 23,409 $6.8M
Socorro Asset Management LP 3.22% Reduce -3.7% 23,402 $6.8M
Fairscale Capital, LLC 4.04% No change 23,398 $6.8M
Barnes Wealth Management Group, Inc 3.13% Add +0.1% 23,395 $6.8M
BCV Asset Management Inc. 0.20% Reduce -2.1% 23,979 $6.8M
Warm Springs Advisors Inc. 4.68% Reduce -0.2% 23,388 $6.8M
Southern Capital Services Inc. 3.80% No change 23,388 $6.8M
S.A. Mason LLC 2.08% Add +4.4% 23,361 $6.8M
Traub Capital Management LLC 6.03% Reduce -0.8% 23,357 $6.8M
Outlook Wealth Advisors, LLC 1.46% Reduce -0.7% 23,357 $6.8M
Adkins Seale Capital Management LLC 6.01% Reduce -0.6% 23,331 $6.8M
Emerald Advisors, LLC 0.85% Reduce -5.8% 23,327 $6.7M
Somerset Group LLC 4.73% Add +0.0% 21,385 $6.7M
Seldon Capital LP 2.11% No change 23,268 $6.7M
Wick Capital Partners, LLC 1.02% Add +9.6% 23,263 $6.7M
Point Windward Advisors Inc. 3.01% Reduce -2.1% 23,247 $6.7M
Seven Mile Advisory 4.51% Reduce -10.6% 23,232 $6.7M
Red Wave Investments LLC 1.71% Reduce -0.5% 23,211 $6.7M
DDFG, Inc 1.33% Reduce -0.9% 23,189 $6.7M
Eldridge Investment Advisors, Inc. 1.32% Add +0.1% 23,040 $6.7M
Heartwood Wealth Advisors LLC 0.52% Add +8.4% 23,019 $6.7M
Alpine Bank Wealth Management 0.85% Reduce -3.0% 23,011 $6.7M
Vantage Point Financial LLC 2.03% Add +2.5% 23,000 $6.7M
Paradiem, LLC 1.43% Reduce -34.3% 22,994 $6.7M
TD Capital Management LLC 0.54% Add +4.6% 22,979 $6.6M
Synergy Financial Group, LTD 4.78% Add +0.8% 22,973 $6.6M
Summit Wealth & Retirement Planning, Inc. 1.41% Reduce -6.5% 22,956 $6.6M
Northern Lights Advisors, Inc. 3.61% Add +10.3% 22,956 $6.6M
Ironvine Capital Partners, LLC 0.62% No change 22,936 $6.6M
Mirabaud Asset Management Ltd 5.52% New 23,536 $6.6M
Cortland Associates Inc. 0.96% Reduce -4.8% 22,911 $6.6M
Asset Advisors Investment Management, LLC 0.61% Reduce -9.7% 22,899 $6.6M
IAM Advisory, LLC 1.29% Add +0.2% 22,889 $6.6M
Sycomore Asset Management 0.71% No change 21,479 $6.6M
McRae Capital Management Inc. 1.30% Reduce -1.6% 22,887 $6.6M
Elwood & Goetz Wealth Advisory Group, LLC 0.98% Add +2.9% 22,873 $6.6M
Wedge Capital Management L L P 0.11% Reduce -10.2% 22,866 $6.6M
Tableaux LLC 2.78% Reduce -0.6% 22,853 $6.6M
Tarbox Family Office, Inc. 0.95% Reduce -0.4% 22,846 $6.6M
Wellington Grp LLC 1.75% Add +4.6% 22,837 $6.6M
Kwmg, LLC 0.48% Add +0.3% 22,796 $6.6M
ERn Financial, LLC 1.09% Add +2.5% 22,779 $6.6M
Caerus Investment Advisors, LLC 2.22% Add +13.3% 22,752 $6.6M
Waterway Wealth Management, LLC 1.34% Reduce -0.7% 22,734 $6.6M
Mountain Capital Investment Advisors Inc. 0.94% Reduce -3.0% 22,730 $6.6M
Piar LLC 4.07% Reduce -4.8% 22,711 $6.6M
Lexington Hill Partners, LLC 3.19% Add +3.7% 22,710 $6.6M
Mars Jewett Financial Group, Inc. 1.33% Add +11.0% 22,704 $6.6M
Allium Financial Advisors, LLC 4.30% Add +0.2% 22,679 $6.6M
Maven Securities LTD 0.46% New 22,676 $6.6M
Invera Wealth Advisors, LLC 3.51% Add +0.2% 22,640 $6.6M
J Hagan Capital, Inc. 3.03% Reduce -1.7% 22,622 $6.5M
DKM Wealth Management, Inc. 4.28% Reduce -1.4% 22,618 $6.5M
EJMK Ventures LLC 2.97% Add +0.7% 22,607 $6.5M
Aspire Capital Advisors LLC 1.27% Add +1.6% 22,596 $6.5M
Tevis Investment Management 3.57% Reduce -2.6% 22,578 $6.5M
Guinness Atkinson Asset Management Inc 2.93% Reduce -2.1% 22,562 $6.5M
Hirtle & Co., LLC 0.23% Add +4.5% 22,547 $6.5M
Noble Wealth Management PBC 2.98% Reduce -1.1% 22,546 $6.5M
Brucke Financial, Inc. 2.90% Add +2.6% 22,544 $6.5M
Unison Asset Management LLC 2.65% Add +2.6% 22,532 $6.5M
Pinney & Scofield, Inc. 3.19% Add +0.3% 22,530 $6.5M
Commerce Advisors, LLC 3.54% Reduce -0.5% 22,527 $6.5M
Geremia Financial Services, LLC 6.91% Reduce -43.1% 22,513 $6.5M
Bolthouse Investments, LLC 5.27% Add +0.3% 22,472 $6.5M
SilverOak Wealth Management LLC 0.84% Add +12.7% 22,462 $6.5M
Hofer & Associates. Inc 3.14% Add +1.2% 22,455 $6.5M
Strata Wealth Advisors, LLC 1.58% Add +5.0% 22,447 $6.5M
PFW Advisors LLC 1.89% Reduce -4.4% 22,441 $6.5M
Pinnacle Family Advisors, LLC 2.72% Reduce -12.6% 22,437 $6.5M
Carter Financial Group, INC. 3.36% Reduce -12.2% 22,405 $6.5M
Milestone Asset Management Group, LLC 3.26% Reduce -0.2% 22,345 $6.5M
Family Capital Management, Inc. 2.50% Add +0.1% 22,321 $6.5M
E&G Advisors, LLC 1.25% Reduce -0.8% 22,314 $6.5M
Hutner Capital Management Inc. 2.56% Add +1.0% 22,289 $6.4M
Brian Low Financial Group, LLC 3.75% Add +7.8% 22,242 $6.4M
Pennington Partners & Co., LLC 2.06% Add +5.7% 22,235 $6.4M
Finivi Inc. 3.30% Reduce -4.2% 22,222 $6.4M
Seizert Capital Partners, LLC 0.27% Reduce -2.2% 22,208 $6.4M
Cooper/Haims Advisors, LLC 2.76% Reduce -3.4% 22,201 $6.4M
Longitude (Cayman) Ltd. 4.24% Reduce -0.5% 22,200 $6.4M
Aspen Capital Management, LLC 1.42% Add +0.7% 22,182 $6.4M
Ramirez Asset Management, Inc. 0.67% Reduce -0.0% 22,139 $6.4M
Castle Wealth Management LLC 1.90% Add +0.4% 22,134 $6.4M
Cantor Fitzgerald, L. P. 0.12% Reduce -12.3% 21,984 $6.4M
First Bancorp, Inc 2.51% Add +1.6% 21,970 $6.4M
Prostatis Group LLC 1.48% Add +3.0% 21,947 $6.4M
Mascoma Wealth Management LLC 1.18% Reduce -0.5% 21,938 $6.3M
Monument Group Wealth Advisors, LLC 3.04% Reduce -3.5% 21,918 $6.3M
Acorn Wealth Advisors, LLC 1.55% Reduce -0.7% 21,912 $6.3M
Friday Financial 1.70% Add +11.8% 20,403 $6.3M
CacheTech Inc. 1.03% Add +2.3% 21,892 $6.3M
David J Yvars Group 3.11% Add +0.8% 21,889 $6.3M
Limestone Investment Advisors LP 3.18% Reduce -23.9% 21,885 $6.3M
Capital Planning LLC 1.84% Add +0.4% 21,860 $6.3M
Aerodigm Wealth, LLC 2.14% Reduce -0.9% 21,831 $6.3M
Atom Investors LP 0.56% New 21,814 $6.3M
R.H. Investment Group, LLC 4.75% Reduce -0.0% 21,812 $6.3M
First Citizens Financial Corp 2.64% Add +0.4% 21,803 $6.3M
Owl Creek Wealth Partners LLC 1.84% Add +2.1% 21,772 $6.3M
Wilkins Investment Counsel Inc. 0.85% Add +2.3% 21,733 $6.3M
Financial Advisory Partners, LLC 1.64% Reduce -1.2% 21,730 $6.3M
Stelac Advisory Services LLC 1.17% Add +0.2% 21,709 $6.3M
Retirement Planning Group, LLC / NY 3.42% Add +5.4% 21,675 $6.3M
Capula Management Ltd 0.03% Reduce -56.9% 21,670 $6.3M
KDK Private Wealth Management, LLC 5.20% Add +166.7% 21,666 $6.3M
Krane Financial Solutions LLC 3.86% Reduce -0.7% 21,652 $6.3M
White Lighthouse Investment Management Inc. 0.78% Reduce -2.3% 21,636 $6.3M
GLR Partners, LLC 2.91% Add +0.4% 21,630 $6.3M
Primoris Wealth Advisors, LLC 2.85% Add +0.2% 21,630 $6.3M
WJ Financial Advisors LLC 4.60% Add +0.0% 21,601 $6.3M
Agp Franklin, LLC 2.71% Add +2.7% 21,592 $6.2M
Successful Portfolios LLC 2.92% Reduce -0.7% 19,782 $6.2M
Whalen Wealth Management Inc. 2.81% Reduce -11.6% 21,572 $6.2M
MRWM Advisors, LLC 2.56% Reduce -0.8% 21,565 $6.2M
Wolff Wiese Magana LLC 2.87% Add +30.4% 21,552 $6.2M
Affinity Investment Advisors, LLC 3.16% Reduce -4.5% 21,517 $6.2M
Bayban 4.78% Add +7.6% 21,510 $6.2M
RS Crum Inc. 1.17% Add +4.8% 21,493 $6.2M
Convergence Investment Partners, LLC 0.59% Reduce -34.5% 21,486 $6.2M
Ogorek Anthony Joseph /NY/ 1.54% Add +0.5% 21,460 $6.2M
Massachusetts Wealth Management 2.36% Reduce -0.7% 21,423 $6.2M
Banco de Sabadell, S.A 3.64% Add +1.1% 21,430 $6.2M
Core Wealth Advisors, Inc. 1.25% Add +15.6% 21,412 $6.2M
Snider Financial Group 1.58% Reduce -28.5% 21,410 $6.2M
Orrstown Financial Services Inc. 0.92% Reduce -4.4% 21,405 $6.2M
Emprise Bank 2.27% Reduce -2.0% 21,331 $6.2M
American Capital Advisory, LLC 2.25% Reduce -0.1% 21,329 $6.2M
Bouvel Investment Partners, LLC 1.40% Reduce -1.5% 21,327 $6.2M
Cedarwood Wealth LLC 4.66% Add +0.2% 21,327 $6.2M
True Freedom Investing, LLC 0.48% No change 24,299 $6.2M
Virginia Wealth Management Group, Inc. 3.26% Reduce -0.1% 21,267 $6.2M
KilterHowling LLC 2.76% Add +36.8% 21,260 $6.2M
SAM Advisors, LLC 1.68% Add +1.1% 21,241 $6.1M
City National Bank of Florida 2.57% Add +37.2% 21,218 $6.1M
Seneca House Advisors 2.17% Add +4.2% 21,171 $6.1M
Rooted Wealth Advisors, Inc. 1.50% Add +8.3% 21,154 $6.1M
Oakmont Investment Advisors, Inc. 4.25% Add +8.5% 21,153 $6.1M
Fund Advisors of America Inc 5.53% Reduce -4.4% 21,064 $6.1M
Berbice Capital Management LLC 3.15% No change 21,056 $6.1M
Financial Plan, Inc. 0.58% Reduce -6.3% 21,053 $6.1M
Proffitt & Goodson Inc. 0.84% Add +1.5% 21,037 $6.1M
SWP Investment Management LLC 4.20% Add +3.9% 21,036 $6.1M
Mitsubishi UFJ Asset Management (UK) Ltd. 2.82% Reduce -25.0% 21,000 $6.1M
Viking Fund Management LLC 0.54% No change 21,000 $6.1M
Wealth Advisors of Iowa, LLC 1.65% Reduce -0.1% 20,990 $6.1M
Austin Wealth Management, LLC 1.28% Reduce -1.7% 18,162 $6.1M
StoryOne LLC 2.86% Add +0.0% 20,930 $6.1M
Collaborative Wealth Managment Inc. 2.55% Reduce -0.7% 20,924 $6.1M
Measured Wealth Private Client Group, LLC 1.46% Add +0.6% 20,887 $6.0M
Phillips Financial Management, LLC 0.44% Reduce -2.9% 20,863 $6.0M
Red Mountain Financial, LLC 5.06% Add +1.3% 20,853 $6.0M
Oak Family Advisors, LLC 1.74% Reduce -3.4% 20,838 $6.0M
Nia Impact Advisors, LLC 2.50% Reduce -29.3% 20,824 $6.0M
WPWealth LLP 0.89% Reduce -22.5% 20,821 $6.0M
Sutton Place Investors LLC 2.92% Reduce -0.4% 20,815 $6.0M
Braeburn Wealth Management LLC 2.59% Reduce -1.9% 20,815 $6.0M
BNB Wealth Management, LLC 3.29% Add +0.0% 20,800 $6.0M
Walker Asset Management, LLC 3.03% Add +0.2% 20,769 $6.0M
Fell Capital Management 5.06% Reduce -2.7% 20,767 $6.0M
PUREfi Wealth, LLC 3.30% Add +5.3% 20,757 $6.0M
Murphy, Middleton, Hinkle & Parker, Inc. 2.44% Reduce -0.1% 20,751 $6.0M
McClarren Financial Advisors, Inc. 3.10% Add +0.1% 20,750 $6.0M
Kearns & Associates LLC 2.80% No change 20,743 $6.0M
CrossGen Wealth, LLC 4.65% Reduce -2.1% 20,683 $6.0M
Arcataur Capital Management LLC 1.48% Reduce -0.1% 20,655 $6.0M
Centerpoint Advisory Group 3.79% Add +1.1% 20,646 $6.0M
Jackson, Grant Investment Advisers, Inc. 1.85% Reduce -0.7% 20,639 $6.0M
White Knight Strategic Wealth Advisors, LLC 4.18% Add +3.6% 20,634 $6.0M
Cox Capital Mgt LLC 3.32% Reduce -0.3% 20,586 $6.0M
Net Worth Advisory Group 1.50% Reduce -64.4% 20,578 $6.0M
PAX Financial Group, LLC 0.88% Add +5.4% 20,575 $6.0M
Coyle Financial Counsel LLC 1.09% Add +8.3% 20,566 $6.0M
TPG Financial Advisors, LLC 1.78% Reduce -14.4% 20,547 $5.9M
Capasso Planning Partners LLC 2.96% Reduce -0.4% 20,531 $5.9M
Compass Ion Advisors, LLC 0.51% Reduce -2.3% 20,514 $5.9M
Bond & Devick Financial Network, Inc. 1.46% Add +41.9% 20,459 $5.9M
Sjbenen Advisory, LLC 3.52% No change 19,221 $5.9M
International Private Wealth Advisors LLC 3.04% Add +17.8% 20,436 $5.9M
Prentice Wealth Management LLC 1.22% Add +2.2% 20,405 $5.9M
STG Securities, LLC 6.37% — 20,380 $5.9M
AAF Wealth Management, LLC 2.17% Reduce -0.3% 20,377 $5.9M
Pinion Investment Advisors, LLC 1.12% Add +11.8% 20,356 $5.9M
Fca Corp. 1.45% Add +1.5% 20,347 $5.9M
Conscious Wealth Investments, LLC 3.02% Add +1.6% 17,953 $5.9M
Emerald Advisers, LLC 0.14% Add +3.5% 20,310 $5.9M
Planned Solutions, Inc. 1.69% Add +2.7% 20,289 $5.9M
Collaborative Fund Advisors, LLC 3.42% Add +34.1% 20,274 $5.9M
CKW Financial Group 0.58% Add +29.9% 19,915 $5.9M
Avaii Wealth Management, LLC 1.72% Add +9.4% 20,261 $5.9M
Rogco, LP 1.79% Add +0.3% 20,254 $5.9M
First National Bank Sioux Falls 1.60% No change 22,230 $5.9M
Ameliora Wealth Management Ltd. 1.74% Reduce -0.5% 20,218 $5.9M
Canton Hathaway, LLC 1.12% Reduce -17.8% 20,218 $5.9M
Puff Wealth Management, LLC 5.96% — 20,213 $5.8M
Kirtland Hills Capital Management, LLC 1.66% Add +7.6% 20,203 $5.8M
Johnson & White Wealth Management, LLC 2.19% Add +3.9% 20,189 $5.8M
Fogel Capital Management, Inc. 2.35% Add +0.3% 20,181 $5.8M
WealthSpring Partners, LLC 5.02% Reduce -0.0% 20,177 $5.8M
Reliant Investment Partners, LLC 3.97% Reduce -1.3% 20,173 $5.8M
Constant Guidance Financial LLC 3.67% Add +45.0% 20,166 $5.8M
Bright Financial Advisors, Inc. 2.44% Reduce -0.1% 20,165 $5.8M
Peavine Capital, LLC 1.24% No change 20,160 $5.8M
Vista Investment Partners Ii, LLC 2.28% Add +1.2% 20,119 $5.8M
Vista Cima Wealth Management LLC 4.34% Reduce -3.8% 20,118 $5.8M
Brown Financial Advisors 2.03% Reduce -1.4% 20,104 $5.8M
Essential Investment Partners LLC 4.67% Reduce -5.7% 20,090 $5.8M
Gilbert & Cook, Inc. 0.67% Add +27.2% 20,088 $5.8M
Mascagni Wealth Management, Inc. 3.61% Reduce -1.1% 20,077 $5.8M
Salvus Wealth Management, LLC 3.25% Reduce -2.5% 20,064 $5.8M
Uniting Wealth Partners, LLC 1.18% Reduce -6.3% 20,038 $5.8M
Parsonex Advisory Services, Inc. 5.04% Add +1.4% 20,031 $5.8M
Elevation Wealth Management LLC 4.34% Reduce -1.2% 20,029 $5.8M
West Paces Advisors Inc. 0.97% Reduce -2.2% 20,012 $5.8M
Fortune Financial Advisors, LLC 2.48% Add +0.1% 20,006 $5.8M
TPG Advisors LLC 3.18% Reduce -1.1% 20,005 $5.8M
Wiser Advisor Group LLC 6.33% Reduce -8.5% 19,993 $5.8M
Gerber, LLC 2.72% Reduce -1.0% 19,982 $5.8M
Kuhn & Co Investment Counsel 3.34% Add +1.1% 19,974 $5.8M
Cambridge Financial Group, LLC 1.82% No change 19,970 $5.8M
Brown Wealth Management, LLC 1.29% Add +4.4% 19,963 $5.8M
Brooks, Moore & Associates, Inc. 2.59% Add +5.0% 19,940 $5.8M
Pinnacle West Asset Management, Inc. 3.99% Reduce -45.7% 19,935 $5.8M
Stonebridge Financial Group, LLC / MO 3.83% Add +0.5% 19,932 $5.8M
Campbell & CO Investment Adviser LLC 0.30% Add +16.8% 19,938 $5.8M
CJM Wealth Advisers, Ltd. 1.51% Reduce -0.2% 19,923 $5.8M
Gould Capital, LLC 3.21% Add +1.1% 19,884 $5.8M
Rockingstone Advisors LLC 2.31% Add +2.0% 19,879 $5.8M
Spreng Capital Management, Inc. 2.09% Add +0.4% 19,875 $5.8M
Athena Wealth Management, LLC 4.28% Add +85.8% 19,867 $5.7M
Independent Wealth Network Inc. 1.46% Add +1.0% 19,841 $5.7M
49 Wealth Management, LLC 1.09% Reduce -29.0% 19,837 $5.7M
Alongside, LLC 1.09% — 19,837 $5.7M
Tandem Capital Management Corp. 2.41% Add +1.9% 19,802 $5.7M
Forbes Financial Planning, Inc. 3.07% Add +0.0% 19,797 $5.7M
Archvest Wealth Advisors, Inc. 3.31% Add +4.2% 19,785 $5.7M
Legend Capital Advisors LLC 3.11% Add +0.0% 19,780 $5.7M
Bannerstone Capital Management, LLC 4.81% Reduce -1.1% 19,775 $5.7M
Shah Wealth Advisors, LLC 1.32% — 19,764 $5.7M
J. M. Brown & Associates Inc. 3.27% — 19,764 $5.7M
Ankerstar Wealth, LLC 4.79% Reduce -0.6% 19,756 $5.7M
Cornerstone Select Advisors, LLC 2.41% Add +12.7% 19,752 $5.7M
waypoint wealth counsel 3.58% Reduce -14.3% 19,747 $5.7M
Worth Asset Management, LLC 1.82% Add +7.1% 19,715 $5.7M
Robbins Farley 2.19% Add +1.5% 19,696 $5.7M
Challenger Wealth Management 4.19% Reduce -4.2% 19,681 $5.7M
Union Savings Bank 2.29% Reduce -6.2% 19,681 $5.7M
Fielder Capital Group LLC 1.23% Add +3.7% 19,676 $5.7M
Blue Line Capital, LLC / IL 4.92% Add +29.8% 19,667 $5.7M
Ssa Swiss Advisors AG 2.14% Add +4.4% 19,642 $5.7M
Integrity Investment Advisors, LLC 2.48% Reduce -3.8% 19,657 $5.7M
GenWealth Group, Inc. 0.89% Reduce -1.4% 19,656 $5.7M
Rinkey Investments 1.34% Reduce -2.3% 19,648 $5.7M
Meadow Creek Wealth Advisors LLC 3.47% Reduce -12.9% 19,643 $5.7M
Carson Advisory Inc. 2.61% Add +3.6% 19,641 $5.7M
Legacy CG, LLC 1.45% Reduce -0.6% 19,617 $5.7M
Atlanta Consulting Group Advisors, LLC 0.90% Add +2.1% 19,610 $5.7M
Fairfield, Bush & Co. 2.78% Reduce -3.4% 19,556 $5.7M
American Institute for Advanced Investment Management, LLP 3.27% Reduce -0.9% 19,550 $5.7M
Conservest Capital Advisors, Inc. 0.45% Add +5.3% 19,540 $5.7M
ADAPT Investment Managers SA 1.28% Add +461.9% 19,536 $5.7M
Dividend Assets Capital, LLC 1.09% Reduce -1.2% 19,531 $5.7M
Banta Asset Management LP 5.05% Reduce -5.5% 19,526 $5.7M
BlueStem Wealth Partners, LLC 0.56% Reduce -0.9% 19,518 $5.6M
Solitude Financial Services 1.56% Reduce -0.0% 19,514 $5.6M
Welch Financial Planning, LLC 3.29% Add +108.2% 19,497 $5.6M
First Pacific Financial 0.67% Add +25.9% 19,484 $5.6M
First Financial Corp. 1.95% Reduce -1.1% 19,477 $5.6M
StrongBox Wealth, LLC 1.60% Reduce -1.5% 19,438 $5.6M
Hill Island Financial LLC 1.20% Reduce -5.0% 19,436 $5.6M
New Insight Wealth Advisors 1.66% Add +6.2% 19,427 $5.6M
Vaquero Private Wealth, Ltd. 1.16% — 19,414 $5.6M
FWG Holdings, LLC 1.95% Add +4.3% 16,859 $5.6M
Heritage Investment Group, Inc. 0.75% Add +11.3% 19,397 $5.6M
Connective Capital Management, LLC 3.95% No change 19,379 $5.6M
New Covenant Trust Company, N.A. 4.23% Add +4.8% 19,372 $5.6M
First Financial Group Corp 4.05% Reduce -3.4% 19,344 $5.6M
ATLas Financial Planning LLC 4.54% Reduce -5.5% 19,342 $5.6M
25 LLC 1.53% Add +1.9% 19,330 $5.6M
Wealthspan Partners, LLC 1.76% Reduce -0.5% 19,311 $5.6M
IMPACTfolio, LLC 2.10% Reduce -1.0% 19,308 $5.6M
Westshore Wealth, LLC 1.73% Add +2.2% 19,277 $5.6M
Chung Wu Investment Group, LLC 3.67% Reduce -4.9% 19,264 $5.6M
JDM Financial Group LLC 1.90% Reduce -0.2% 19,263 $5.6M
Fjell Capital, LLC 3.79% Add +0.7% 19,216 $5.6M
Waller Financial Planning Group, Inc. 1.14% Add +1.3% 19,186 $5.6M
Silphium Asset Management Ltd 1.87% Reduce -3.8% 19,160 $5.5M
National Wealth Management Group, LLC 1.71% Reduce -2.0% 19,159 $5.5M
Taylor Financial Group, Inc. 3.05% No change 19,153 $5.5M
Sage Investment Counsel LLC 5.55% Reduce -0.4% 19,142 $5.5M
Rather & Kittrell, Inc. 0.77% Add +5.1% 19,126 $5.5M
Iams Wealth Management, LLC 1.67% Add +1.6% 19,121 $5.5M
AAFMAA Wealth Management & Trust LLC 1.93% Reduce -5.5% 19,115 $5.5M
Philip James Wealth Mangement, LLC 0.64% Reduce -6.1% 19,082 $5.5M
Serenus Wealth Advisors, LLC 0.96% Reduce -0.1% 19,078 $5.5M
Dupree Financial Group, LLC 2.07% Reduce -1.8% 19,073 $5.5M
Integrity Wealth Solutions LLC 2.04% Add +6.9% 19,072 $5.5M
Peoples Bank 2.84% Add +5.7% 19,067 $5.5M
Garton & Associates Financial Advisors LLC 12.47% Reduce -4.9% 19,062 $5.5M
Platt Wealth Management LLC 4.43% Add +2.8% 19,061 $5.5M
Z3 Capital Partners, LLC 1.16% Reduce -1.6% 19,040 $5.5M
Farnam Financial LLC 4.01% Reduce -0.5% 19,012 $5.5M
Andrews Advisory Associates, LLC 2.64% Reduce -2.1% 18,995 $5.5M
McGowan Group Asset Management, Inc. 0.67% Add +0.1% 18,991 $5.5M
Legacy Wealth Asset Management, LLC 1.21% Reduce -8.1% 18,988 $5.5M
Boreal Capital Management LLC 4.73% Reduce -1.4% 18,984 $5.5M
Royal Capital Wealth Management, LLC 3.08% Reduce -2.1% 18,980 $5.5M
Winter & Associates, Inc. 4.13% Reduce -0.8% 18,980 $5.5M
Praetorian Wealth Management, Inc. 0.95% Add +1.8% 18,960 $5.5M
Bingham Private Wealth, LLC 3.78% Add +54.1% 18,959 $5.5M
Hobart Private Capital, LLC 0.94% Add +6.8% 18,937 $5.5M
Samara Investment Management, LLC 5.04% Add +3.3% 18,936 $5.5M
Tenere Capital LLC 4.35% Reduce -58.0% 18,925 $5.5M
Clarus Wealth Advisors 2.11% Reduce -36.1% 17,468 $5.5M
Private Client Services, LLC 1.44% Reduce -8.5% 18,915 $5.5M
Schulhoff & Co. Inc. 2.20% Reduce -0.3% 18,890 $5.5M
Integrity Advisory Solutions, LLC 0.56% Add +17.9% 18,885 $5.5M
Valtinson Bruner Financial Planning LLC 1.37% Reduce -0.1% 18,883 $5.5M
Cumberland Advisors Inc. 1.92% No change 18,880 $5.5M
Southern Capital Advisors, LLC 2.28% Reduce -8.4% 18,866 $5.5M
RHS Financial, LLC 2.20% Add +20.5% 18,862 $5.5M
Prosperity Bancshares Inc 3.56% Add +7.2% 18,828 $5.4M
Baker Boyer National Bank 1.50% Reduce -0.7% 18,826 $5.4M
LeConte Wealth Management, LLC 2.97% Add +6.5% 18,823 $5.4M
Retirement Guys Formula LLC 2.05% Add +3.4% 18,818 $5.4M
Warther Private Wealth, LLC 1.19% Reduce -1.3% 18,803 $5.4M
Willner & Heller, LLC 3.40% Reduce -2.7% 18,794 $5.4M
X Advisors, LLC 35.27% — 17,386 $5.4M
Northern Financial Advisors Inc 3.59% Add +0.2% 18,779 $5.4M
Wealth Watch Advisors, INC 1.77% Add +44.9% 18,780 $5.4M
Barry Investment Advisors, LLC 1.13% Reduce -2.9% 18,740 $5.4M
Magnolia Private Wealth, LLC 2.98% Add +4.3% 18,730 $5.4M
Consilio Wealth Advisors, LLC 1.30% Add +1.4% 18,695 $5.4M
Frederick Financial Consultants, LLC 2.29% Add +0.5% 18,672 $5.4M
Accuvest Global Advisors 4.65% Reduce -25.8% 18,667 $5.4M
B.O.S.S. Retirement Advisors, LLC 1.46% Reduce -3.5% 18,624 $5.4M
XY Planning Network, Inc. 0.68% Reduce -23.0% 18,613 $5.4M
Melfa Wealth Management, Inc. 2.90% Reduce -4.2% 18,611 $5.4M
Operose Advisors LLC 1.04% Add +0.9% 18,605 $5.4M
G&S Capital LLC 1.56% Reduce -6.2% 18,601 $5.4M
Parkway Wealth Management Group, LLC 0.62% Reduce -3.4% 18,598 $5.4M
Tucker Asset Management LLC 1.33% Add +3.6% 18,595 $5.4M
Summit Wealth Group, LLC 1.10% Reduce -0.9% 18,594 $5.4M
S&A Financial Services, Inc. 3.27% Reduce -2.8% 18,523 $5.4M
Pacific Wealth Strategies Group, Inc. 3.08% Reduce -51.6% 18,521 $5.4M
Heritage Oak Wealth Advisors LLC 1.59% Add +6.0% 18,518 $5.4M
JMN Financial LLC 4.16% Add +3.9% 18,502 $5.4M
Islay Capital Management, LLC 2.52% Reduce -1.7% 18,480 $5.3M
Collar Capital Management, LLC 3.15% Reduce -2.5% 18,470 $5.3M
Needham Investment Management LLC 0.16% No change 18,450 $5.3M
Hardworking Capital Advisors, LLC 4.36% Reduce -0.3% 18,446 $5.3M
Able Wealth Management LLC 1.22% Add +8.0% 18,932 $5.3M
BCS Wealth Management 0.96% Reduce -1.1% 18,426 $5.3M
Brasada Capital Management, LP 0.96% Add +122.0% 18,399 $5.3M
Snowwater Investment Partners, LLC 3.68% Add +3.5% 18,395 $5.3M
Tannin Capital LLC 3.50% Reduce -5.8% 18,390 $5.3M
Legacy Capital Wealth Management, LLC 2.47% Reduce -0.2% 18,390 $5.3M
Greenbush Financial Group, LLC 1.56% Add +1.8% 18,361 $5.3M
Unique Wealth, LLC 0.62% Reduce -2.6% 18,349 $5.3M
Twelve Points Wealth Management LLC 1.06% Reduce -1.6% 18,339 $5.3M
Foresight Capital Management Advisors, Inc. 2.58% Add +0.3% 18,330 $5.3M
RD Lewis Holdings, Inc. 3.94% Add +2.3% 17,297 $5.3M
Peak Retirement Planning, Inc. 0.84% Add +25.1% 18,319 $5.3M
New Wave Wealth Advisors LLC 1.45% Add +20.5% 18,307 $5.3M
ASL Financial, LLC 3.73% Reduce -0.0% 18,303 $5.3M
Meadowbrook Wealth Management, LLC 5.73% Add +94.6% 18,289 $5.3M
Rialto Wealth Management, LLC 1.05% Add +0.9% 18,283 $5.3M
NWM Advisors, LLC 4.16% Reduce -2.8% 18,247 $5.3M
Three Magnolias Financial Advisors, LLC 2.94% Reduce -0.1% 18,246 $5.3M
Ruedi Wealth Management, Inc. 1.24% Reduce -0.7% 18,207 $5.3M
PCG Asset Management, LLC 3.78% Reduce -0.7% 18,207 $5.3M
Sanchez Wealth Management Group 0.92% Reduce -6.4% 18,188 $5.3M
Winebrenner Capital Management LLC 3.20% Reduce -6.2% 18,183 $5.3M
Blankinship & Foster, LLC 1.06% Reduce -37.9% 18,159 $5.3M
Coquina Private Wealth LLC 3.56% Reduce -0.1% 18,137 $5.2M
Northstar Financial Companies, Inc. 3.54% Reduce -1.9% 18,132 $5.2M
Market Street Wealth Management Advisors LLC 0.75% Add +5.0% 18,121 $5.2M
Avion Wealth 0.98% Add +1.1% 18,123 $5.2M
Richard W. Paul & Associates, LLC 1.60% Reduce -0.5% 18,102 $5.2M
Mosaic Financial Group, LLC 3.35% Reduce -3.2% 18,088 $5.2M
Royal Harbor Partners, LLC 1.62% Reduce -1.5% 18,088 $5.2M
HTG Investment Advisors, Inc. 1.34% Reduce -21.1% 18,063 $5.2M
Sara-Bay Financial 1.39% Reduce -1.0% 18,026 $5.2M
Kurv Investment Management LLC 4.02% Reduce -17.4% 18,024 $5.2M
Aspetuck Financial Management LLC 3.07% Add +0.7% 18,010 $5.2M
Monetta Financial Services Inc. 3.51% No change 18,000 $5.2M
KFA Private Wealth Group, LLC 1.25% Reduce -12.8% 17,976 $5.2M
Element Pointe Advisors, LLC 0.84% Add +1.4% 17,961 $5.2M
Stone Summit Wealth LLC 1.32% Reduce -0.3% 17,958 $5.2M
Guidance Capital, Inc. 1.11% Reduce -1.4% 15,579 $5.2M
Narus Financial Partners, LLC 1.33% Reduce -11.2% 17,935 $5.2M
Arnold Financial Planning LLC 3.86% Add +247.1% 17,885 $5.2M
Smith Thornton Advisors LLC 2.28% Add +17.1% 16,288 $5.2M
Wealth Management Strategies, Inc. 2.02% Add +0.1% 17,851 $5.2M
Investors Asset Management of Georgia Inc. /Ga/ 1.80% Add +5.7% 17,847 $5.2M
Finward Bancorp 3.91% Reduce -0.7% 17,826 $5.2M
Sylvest Advisors, LLC 2.32% Reduce -1.3% 17,816 $5.2M
Northwest Quadrant Wealth Management, LLC 0.95% Add +3.2% 17,803 $5.2M
Tidemark, LLC 1.16% Add +3.7% 17,803 $5.2M
Harvest Investment Services, LLC 0.80% Reduce -1.5% 17,799 $5.2M
Barings LLC 0.10% Add +43.1% 17,793 $5.1M
Community Bank of Raymore 3.03% Add +3.2% 17,777 $5.1M
Pine Harbor Wealth Management, LLC 1.38% Add +0.0% 17,754 $5.1M
Viawealth, LLC 2.58% Reduce -0.9% 17,748 $5.1M
Retirement Income Solutions, Inc. 0.88% No change 20,218 $5.1M
Fiduciary Wealth Partners, LLC 2.82% Add +1.1% 17,725 $5.1M
Sentry LLC 1.43% Reduce -2.2% 17,704 $5.1M
Trust Co of Kansas 2.63% Reduce -1.4% 17,701 $5.1M
Estate Planners Group, LLC 2.31% Add +8.7% 17,655 $5.1M
Palisades Hudson Asset Management, L.P. 1.79% Reduce -0.5% 17,646 $5.1M
Trace Wealth Advisors, LLC 3.34% No change 17,647 $5.1M
Dopkins Wealth Management, LLC 1.85% Reduce -1.3% 17,629 $5.1M
WealthTrust Asset Management, LLC 2.76% Add +30.0% 17,620 $5.1M
Warren Street Wealth Advisors, LLC 1.15% Reduce -5.3% 17,615 $5.1M
Silver Grove Financial Group, Inc. 2.75% Add +1.4% 17,581 $5.1M
Clearwave Capital, LLC 2.80% Add +2.3% 17,574 $5.1M
Forteris Wealth Management Inc. 4.16% Reduce -1.5% 17,552 $5.1M
Ames National Corp. 2.79% Reduce -0.8% 17,539 $5.1M
Nabity-Jensen Investment Management Inc 3.11% Reduce -0.3% 17,531 $5.1M
Navigoe, LLC 2.65% Add +5.9% 17,530 $5.1M
Custos Family Office, LLC 3.05% Reduce -2.4% 17,514 $5.1M
Ledgewood Wealth Advisors, LLC 2.69% Add +0.6% 17,490 $5.1M
Opus Financial Solutions LLC 4.08% Add +104.7% 17,477 $5.1M
Outfitters Financial LLC 3.54% Reduce -1.3% 17,467 $5.1M
Prospect Financial Services LLC 2.56% Reduce -3.6% 17,467 $5.1M
Crescent Sterling, Ltd. 4.52% Reduce -0.9% 17,447 $5.0M
Paradigm Asset Management Co. LLC 1.08% Reduce -13.4% 17,446 $5.0M
Wolff Financial Management LLC 1.01% Reduce -0.7% 17,445 $5.0M
Herbst Group, LLC 2.75% Reduce -4.5% 17,443 $5.0M
Great Point Wealth Advisors, LLC 0.81% Add +1.0% 17,436 $5.0M
North Capital, Inc. 3.80% Add +3.8% 17,404 $5.0M
Gallagher Fiduciary Advisors, LLC 0.17% Reduce -0.6% 17,403 $5.0M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 2.02% Reduce -10.5% 17,400 $5.0M
RAM Investment Partners, LLC 0.81% Reduce -0.6% 17,397 $5.0M
Firestone Capital Management 0.94% Reduce -0.6% 17,367 $5.0M
Ahara Advisors LLC 3.39% Reduce -3.6% 17,347 $5.0M
5th Street Advisors, LLC 1.94% Reduce -0.3% 17,311 $5.0M
Sage Private Wealth Group, LLC 2.25% Add +4.2% 17,292 $5.0M
Pathway Financial Advisors LLC 0.58% Add +3.7% 16,200 $5.0M
Atlatl Advisers LLC 1.19% Reduce -9.9% 17,263 $5.0M
Sanchez Levi Garrett 2.71% Add +2.8% 17,245 $5.0M
Campion Asset Management 3.04% Add +0.1% 17,241 $5.0M
LifeGoal Investments, LLC 2.28% Add +10.7% 17,236 $5.0M
RFG Holdings, Inc. 1.04% Add +9.1% 17,206 $5.0M
South Shore Capital Advisors 3.33% Reduce -5.6% 17,185 $5.0M
Opus Capital Group, LLC 0.48% Add +3.1% 17,177 $5.0M
Birchwood Financial Partners, Inc. 4.06% Reduce -4.2% 17,174 $5.0M
Intergy Private Wealth, LLC 1.15% Reduce -3.3% 17,168 $5.0M
Geometric Wealth Advisors 0.54% Add +1.6% 17,146 $5.0M
Warner Financial, Inc. 1.46% Add +0.1% 17,138 $5.0M
Aletheian Wealth Advisors LLC 2.12% Add +11.4% 17,119 $5.0M
Maripau Wealth Management LLC 1.76% Add +13.7% 17,099 $4.9M
Panoramic Capital Partners, LLC 2.33% Reduce -18.0% 17,062 $4.9M
Quattro Financial Advisors LLC 1.06% Add +36.9% 17,062 $4.9M
Navigate Wealth Management, LLC 3.06% Reduce -1.1% 14,789 $4.9M
Barnes Dennig Private Wealth Management LLC 3.95% Reduce -1.5% 17,055 $4.9M
Todd Asset Management LLC 0.09% Reduce -1.0% 17,047 $4.9M
Cascade Investment Advisors, Inc. 2.69% Reduce -2.0% 17,032 $4.9M
Gibson Capital, LLC 0.81% Reduce -1.1% 17,000 $4.9M
SK Wealth Management, LLC 1.11% Reduce -0.3% 15,950 $4.9M
Tradewinds Capital Management, LLC 0.87% Add +3.4% 16,976 $4.9M
Oak Barrel Wealth Advisory LLC 2.17% — 16,971 $4.9M
M.E. Allison & Co., Inc. 2.83% Add +3.1% 16,970 $4.9M
Sterling Group Wealth Management, LLC 2.01% Add +17.4% 16,960 $4.9M
Davis Capital Management 2.90% Add +10.9% 16,931 $4.9M
McElhenny Sheffield Capital Management, LLC 1.21% Add +5.5% 16,928 $4.9M
SHUTTLEWORTH & Co 3.91% Reduce -0.5% 16,897 $4.9M
Rise Advisors, LLC 1.38% Add +1.5% 16,893 $4.9M
Strive Financial Group ,LLC 2.12% Reduce -21.0% 16,891 $4.9M
Carr Financial Group Corp 1.12% Reduce -11.5% 16,853 $4.9M
Reik & Co., LLC 1.27% No change 16,849 $4.9M
Tanglewood Legacy Advisors, LLC 1.57% Add +0.0% 16,848 $4.9M
Carrera Capital Advisors 0.72% Add +11.3% 16,838 $4.9M
M3 Advisory Group, LLC 2.53% Reduce -0.4% 16,837 $4.9M
Mb, Levis & Associates, LLC 1.79% Add +0.1% 16,822 $4.9M
Human Investing LLC 0.63% Reduce -2.3% 16,812 $4.9M
Signet Private Wealth LLC 3.88% Reduce -0.9% 16,805 $4.9M
Moment Partners, LLC 0.88% Reduce -11.1% 16,802 $4.9M
Mission Financial Group, LLC 4.03% — 16,795 $4.9M
Greenline Wealth Management LLC 3.99% Reduce -1.0% 16,771 $4.9M
Hurlow Wealth Management Group, Inc. 1.01% Reduce -1.1% 16,763 $4.9M
Burnham & Co LLC 3.91% — 16,745 $4.8M
Keeler & Nadler Financial Planning & Wealth Management 1.37% Add +0.3% 16,738 $4.8M
Pacific Capital Wealth Advisors, Inc. 0.73% Reduce -3.5% 16,713 $4.8M
M3 Wealth Management, LLC 3.14% Add +0.3% 16,708 $4.8M
Pension & Wealth Management Advisors, Inc. 1.30% Reduce -33.0% 16,683 $4.8M
BAM Wealth Management, LLC 3.02% Add +1.3% 16,676 $4.8M
Intellectus Partners, LLC 0.84% Reduce -8.3% 16,669 $4.8M
West Financial Advisors, LLC 0.73% Add +5.7% 16,662 $4.8M
Ferguson Shapiro LLC 1.42% Reduce -33.3% 16,621 $4.8M
4J Wealth Management LLC 2.36% Reduce -3.3% 16,594 $4.8M
KDT Advisors, LLC 6.64% Add +0.9% 16,589 $4.8M
Farmers & Merchants Trust Co of Chambersburg PA 1.22% Add +1.0% 16,585 $4.8M
MA Private Wealth 0.71% Reduce -9.6% 16,564 $4.8M
KWB Wealth 0.41% Add +4.2% 16,563 $4.8M
Syverson Strege & Co 1.04% Reduce -0.7% 16,501 $4.8M
TruNorth Capital Management, LLC 0.77% Add +2.2% 16,490 $4.8M
Emissary Wealth LLC 3.63% Reduce -0.7% 16,466 $4.8M
Ticino Wealth 1.50% Add +11.1% 16,456 $4.8M
Kraematon Investment Advisors, Inc. 3.54% Reduce -2.7% 16,443 $4.8M
BlueChip Wealth Advisors LLC 1.80% Reduce -2.0% 16,435 $4.8M
West Bancorporation Inc. 2.03% Reduce -4.1% 16,400 $4.7M
Alliance Wealth Advisors, LLC 1.90% Reduce -1.1% 16,399 $4.7M
Bluebird Wealth Management LLC 4.11% Reduce -5.0% 16,386 $4.7M
Lorne Steinberg Wealth Management Inc. 0.97% Reduce -2.2% 16,357 $4.7M
Jacksonville Wealth Management, LLC 2.67% Reduce -1.9% 16,321 $4.7M
Cape Investment Advisory, Inc. 1.26% Add +2.2% 16,316 $4.7M
Meridian Management Co. 1.06% Reduce -9.0% 16,312 $4.7M
Endeavor Private Wealth, Inc. 1.15% Add +22.3% 16,311 $4.7M
Paladin Advisory Group, LLC 3.13% Reduce -0.2% 16,291 $4.7M
Loudon Investment Management, LLC 2.31% Reduce -1.4% 16,291 $4.7M
DecisionMap Wealth Management, LLC 2.64% Add +1.4% 16,287 $4.7M
MBA Advisors LLC 1.60% Add +1.0% 16,283 $4.7M
Regimen Wealth, LLC 1.27% Add +0.1% 16,277 $4.7M
Grant Street Asset Management, Inc. 0.77% Reduce -2.9% 16,268 $4.7M
GS Investments, Inc. 3.40% Reduce -33.1% 16,238 $4.7M
Shepherd Street Advisors LLC 4.12% Reduce -0.3% 14,339 $4.7M
Beirne Wealth Consulting Services, LLC 0.93% Reduce -1.9% 16,227 $4.7M
Acorn Creek Capital LLC 1.57% Reduce -3.5% 16,212 $4.7M
One Plus One Wealth Management, LLC 2.05% Add +1.9% 16,183 $4.7M
Elgethun Capital Management 0.65% Add +8.0% 16,182 $4.7M
Motive Wealth Advisors 1.93% Add +1.5% 16,182 $4.7M
Rainey & Randall Wealth Advisors Inc. 0.67% Reduce -0.0% 16,176 $4.7M
Andrew Hill Investment Advisors, Inc. 3.48% Reduce -22.1% 16,137 $4.7M
Well Done, LLC 0.63% Reduce -27.8% 16,135 $4.7M
FMB Wealth Management 1.72% Reduce -1.1% 16,127 $4.7M
Sterling Financial Planning, Inc. 1.27% Add +2.9% 16,124 $4.7M
CGC Financial Services, LLC 1.05% Add +9.9% 16,119 $4.7M
Malaga Cove Capital, LLC 1.48% Add +0.4% 16,088 $4.7M
Dimension Capital Management LLC 0.55% Add +0.3% 16,072 $4.7M
Karras Company, Inc. 4.21% Reduce -0.6% 16,070 $4.6M
IMZ Advisory Inc 1.47% Add +0.1% 16,063 $4.6M
Ariadne Wealth Management, LP 2.05% Add +55.2% 16,019 $4.6M
Advisory Solutions Group, LLC 1.59% — 16,005 $4.6M
Private Harbour Investment Management & Counsel, LLC 5.49% Reduce -0.2% 16,004 $4.6M
Berkeley Capital Partners, LLC 0.95% Add +0.3% 15,993 $4.6M
Redmond Asset Management, LLC 1.15% Reduce -1.5% 15,962 $4.6M
Financial & Tax Architects, LLC 0.97% Reduce -5.0% 15,929 $4.6M
Arkos Global Advisors 0.55% Add +2.0% 15,930 $4.6M
Bank of Marin 3.22% Reduce -41.2% 15,913 $4.6M
Vantus Wealth LLC 2.47% — 15,906 $4.6M
CPA Asset Management Group, LLC 1.32% Add +1.7% 15,897 $4.6M
Thrive Capital Management, LLC 0.86% Reduce -10.5% 15,838 $4.6M
Gouws Capital LLC 2.13% No change 15,828 $4.6M
FSB Premier Wealth Management, Inc. 1.29% Add +4.7% 15,826 $4.6M
Argus Investors' Counsel, Inc. 3.52% Reduce -3.5% 15,813 $4.6M
NCP Inc. 6.36% Reduce -0.2% 15,808 $4.6M
LYNX Capital Group Ltd. 1.85% Add +13.8% 15,803 $4.6M
Leigh Baldwin & Co., LLC 2.46% Reduce -10.6% 15,764 $4.6M
Verde Capital Management 0.84% Add +4.1% 15,743 $4.6M
Center For Asset Management LLC 2.01% Add +0.6% 15,690 $4.5M
Avise Financial Cooperative, Inc. 3.24% Add +0.2% 15,687 $4.5M
Dougherty & Associates, LLC 3.63% Add +0.3% 15,666 $4.5M
Carbahal Olsen Financial Services Group, LLC 3.15% Reduce -6.6% 15,656 $4.5M
Birmingham Capital Management Co. Inc. 1.72% No change 15,642 $4.5M
Pursue Wealth Partners LLC 2.53% Reduce -20.2% 15,633 $4.5M
Crystal Cove Asset Management, LLC 4.93% Reduce -0.8% 15,625 $4.5M
TFB Advisors LLC 1.99% Add +0.8% 15,624 $4.5M
Center for Wealth Management Advisory 2.83% Add +0.1% 15,603 $4.5M
Drake & Associates, LLC 0.76% Reduce -6.7% 15,584 $4.5M
Wrenne Financial Planning LLC 1.52% Add +2.6% 15,574 $4.5M
Capstone Wealth Management Group, LLC 1.59% Reduce -2.6% 15,549 $4.5M
Selby Wealth Management, LLC 1.59% Add +0.1% 15,531 $4.5M
Global Strategic Investment Solutions, LLC 0.40% Add +15.9% 15,529 $4.5M
Nicholas Investment Partners, LP 0.29% Add +8.2% 15,512 $4.5M
Rational Advisors, Inc. 0.43% Reduce -24.8% 15,510 $4.5M
Tailwinds Wealth, LLC 2.65% Add +57.5% 15,505 $4.5M
LWM Advisory Services, LLC 8.01% Reduce -52.1% 15,499 $4.5M
Monetary Solutions, Ltd 3.86% Reduce -8.5% 15,482 $4.5M
TLWM 0.73% Add +2.7% 15,462 $4.5M
Donalies Financial Planning, LLC 3.30% Reduce -3.4% 15,451 $4.5M
Camden National Bank 0.58% Add +5.2% 15,448 $4.5M
Measured Risk Portfolios, Inc. 3.97% Add +7.2% 15,433 $4.5M
Towerpoint Wealth, LLC 1.55% Add +7.1% 15,426 $4.5M
Jackson Wealth Management, LLC 2.63% Reduce -92.4% 15,419 $4.5M
Piedmont Capital Management, LLC 2.72% Add +0.3% 15,409 $4.5M
Murphy Pohlad Asset Management LLC 1.55% Reduce -0.7% 15,394 $4.5M
August Group Capital Ltd 4.88% Reduce -3.4% 15,359 $4.4M
Hutchens & Kramer Investment Management Group, LLC 1.19% Add +9.2% 15,337 $4.4M
LifePlan Investment Advisors, Inc. 1.53% Add +3.4% 15,333 $4.4M
Boulder Wealth Advisors, LLC 1.61% Reduce -11.5% 15,299 $4.4M
United Community Bank 1.37% Reduce -2.4% 15,299 $4.4M
Strong Retirement Solutions LLC 2.65% Add +7.9% 15,294 $4.4M
GEM Asset Management, LLC 1.74% Reduce -27.0% 15,294 $4.4M
NBZ Investment Advisors LLC 1.73% Add +16.9% 15,287 $4.4M
Strathmore Capital Advisors, Inc. 1.19% Reduce -4.8% 13,475 $4.4M
Brendel Financial Advisors LLC 2.04% Add +3.0% 15,257 $4.4M
Guerra Pan Advisors, LLC 2.46% Reduce -10.4% 15,255 $4.4M
DHJJ Financial Advisors, Ltd. 1.27% Reduce -0.2% 15,244 $4.4M
Capital Financial Group Inc\co\ 2.30% Reduce -19.8% 15,204 $4.4M
RM Financial Services, LLC 3.27% Reduce -1.6% 15,189 $4.4M
Total Wealth Planning & Management, Inc. 3.19% Add +1.0% 15,186 $4.4M
Helium Advisors LLC 3.66% Reduce -2.9% 15,160 $4.4M
Brogan Financial, Inc. 1.76% Reduce -2.3% 15,154 $4.4M
Compass Financial Group, INC 0.50% Reduce -3.2% 15,151 $4.4M
Wulff, Hansen & Co. 3.35% Add +0.8% 15,088 $4.4M
Granite Group Advisors, LLC 2.59% Reduce -2.0% 15,082 $4.4M
Neo Ivy Capital Management 1.00% Add +4.1% 15,026 $4.3M
Clientfirst Wealth Management, LLC 3.57% No change 15,002 $4.3M
Diesslin Group, Inc. 1.67% Add +1.2% 14,993 $4.3M
MRA Advisory Group 1.57% Reduce -15.4% 14,993 $4.3M
Centennial Bank 1.39% No change 14,978 $4.3M
Enzi Wealth 1.37% Reduce -7.8% 13,756 $4.3M
Peoples Bank 4.20% Add +12.0% 14,951 $4.3M
Cura Wealth Advisors, LLC 1.84% Add +2.3% 14,936 $4.3M
Arrowroot Family Office, LLC 1.24% Add +4.1% 14,927 $4.3M
Sicart Associates LLC 1.06% Reduce -8.4% 14,923 $4.3M
Talisman Wealth Advisors LLC 3.21% Reduce -0.1% 14,919 $4.3M
Kelly Financial Services LLC 0.92% Add +0.2% 14,919 $4.3M
Avondale Wealth Management 1.76% Reduce -7.0% 14,885 $4.3M
Cpwa, LLC 5.00% No change 14,884 $4.3M
SKY-Mountain Capital Management, Inc. 3.09% Reduce -0.7% 14,881 $4.3M
Mendel Money Management 1.58% Reduce -9.4% 14,873 $4.3M
Paradigm, Strategies in Wealth Management, LLC 2.62% Add +1.8% 14,852 $4.3M
A&I Financial Services, LLC 1.87% Reduce -0.1% 14,841 $4.3M
Auto-Owners Insurance Co 0.10% No change 14,818 $4.3M
Clear Point Advisors Inc. 3.79% Add +0.8% 14,786 $4.3M
Client 1ST Advisory Group, LLC 1.15% Add +7.9% 14,781 $4.3M
apricus wealth, LLC 2.04% Add +0.1% 14,769 $4.3M
Epiq Partners, LLC 1.86% Reduce -2.5% 14,766 $4.3M
Investment Insight Wealth Management, LLC 3.70% Reduce -0.5% 14,756 $4.3M
McCarter Private Wealth Services LLC 1.47% Add +0.6% 14,755 $4.3M
Single Point Partners, LLC 0.75% Reduce -2.5% 14,747 $4.3M
Philadelphia Investment Partners, LLC 2.66% Reduce -3.2% 14,645 $4.3M
Accelerate Investment Advisors LLC 2.44% Add +8.1% 14,712 $4.3M
MKT Advisors LLC 1.32% Add +0.9% 13,676 $4.2M
Front Street Capital Management, Inc. 0.48% Reduce -51.0% 14,627 $4.2M
Decision Investments, Inc. 3.86% Reduce -0.0% 14,670 $4.2M
Saxony Capital Management, LLC 1.94% Add +10.8% 14,665 $4.2M
Legal Advantage Investments, Inc. 1.49% Add +12.2% 14,664 $4.2M
Kellett Wealth Advisors, LLC 1.97% Reduce -0.6% 14,658 $4.2M
PTM Wealth Management, LLC 1.91% Add +2.2% 12,735 $4.2M
AdviceOne Advisory Services, LLC 2.39% Add +1.8% 14,638 $4.2M
Eaton-Cambridge Inc. 1.19% Add +4.7% 14,630 $4.2M
CAP Partners, LLC 2.07% Reduce -3.2% 14,619 $4.2M
Financial Solutions Advisory Group, Inc. 0.53% Add +1.9% 13,367 $4.2M
Baer Investment Advisory LLC 5.12% Add +7.4% 15,029 $4.2M
Lighthouse Financial LLC 2.19% Reduce -3.6% 14,596 $4.2M
Cannon Wealth Management Services, LLC 2.31% Add +3.3% 14,591 $4.2M
Werlinich Asset Management, LLC 1.61% Reduce -0.7% 14,580 $4.2M
Palatine Hill Wealth Management, LLC 3.40% Add +0.2% 14,572 $4.2M
Minot DeBlois Advisors LLC 3.62% Reduce -3.6% 14,567 $4.2M
FOCUS Wealth Advisors, LLC 1.95% Reduce -0.7% 14,558 $4.2M
BFI Infinity Ltd. 2.02% Add +1516.4% 14,548 $4.2M
Lifestyle Asset Management, Inc. 1.13% Add +1.6% 14,539 $4.2M
Permanent Capital Management, LP 0.56% Add +0.5% 14,538 $4.2M
Aberdeen Wealth Management LLC 2.02% Reduce -35.5% 14,527 $4.2M
Capital Square, LLC 1.85% Reduce -1.7% 13,324 $4.2M
KG Capital Management 2.50% Reduce -3.5% 14,511 $4.2M
John G Ullman & Associates Inc. 0.51% Add +1.1% 14,507 $4.2M
MN Wealth Advisors, LLC 1.79% Add +1.6% 14,506 $4.2M
KERR FINANCIAL PLANNING Corp 4.68% Reduce -0.7% 14,494 $4.2M
Matrix Trust Co 0.61% Reduce -1.5% 14,478 $4.2M
Capital Squared Financial LLC 2.74% Add +0.1% 14,468 $4.2M
Leith Wheeler Investment Counsel Ltd. 0.32% Reduce -2.4% 14,449 $4.2M
Invenio Wealth Partners LLC 1.50% Add +1.5% 14,443 $4.2M
Oxford Wealth Group, LLC 1.87% Add +2.2% 14,441 $4.2M
Buttonwood Financial Advisors Inc. 1.27% Reduce -1.1% 14,395 $4.2M
Seven Springs Wealth Group, LLC 0.93% Add +2.7% 14,365 $4.2M
First City Capital Management, Inc. 2.02% Add +2.7% 14,359 $4.2M
Orion Investment Co 1.21% No change 14,354 $4.2M
Pinnacle Holdings, LLC 1.37% Reduce -1.1% 14,333 $4.1M
DRW Securities, LLC 0.25% Add +0.9% 14,330 $4.1M
Blackston Financial Advisory Group, LLC 2.33% Add +1.2% 14,301 $4.1M
Legacy Wealth Partners, LLC 0.93% Reduce -6.0% 14,289 $4.1M
Mraz, Amerine & Associates, Inc. 0.59% Reduce -1.8% 14,285 $4.1M
Synergy Investment Management, LLC 1.00% Add +138.8% 13,692 $4.1M
Townsend & Associates, Inc 0.35% Add +0.0% 12,621 $4.1M
Eagle Harbor Asset Management Inc. 3.23% Reduce -4.3% 14,238 $4.1M
First Washington CORP 1.00% Add +168.1% 14,233 $4.1M
Powell Investment Advisors, LLC 1.30% Reduce -1.1% 14,199 $4.1M
Future Fund LLC 1.18% Add +1.3% 14,190 $4.1M
Medallion Wealth Advisors, LLC 1.29% Reduce -18.3% 14,128 $4.1M
Portfolio Strategies, Inc. 0.40% Reduce -0.1% 14,130 $4.1M
Y.D. More Investments Ltd 0.13% Add +2.6% 14,131 $4.1M
Riverstone Advisors, LLC 1.69% Add +13.5% 14,100 $4.1M
Valued Retirements, Inc. 3.66% Reduce -5.4% 14,067 $4.1M
Nestegg Advisors, Inc. 2.88% Add +0.1% 14,052 $4.1M
Disciplined Investors, L.L.C. 2.03% Reduce -5.8% 14,046 $4.1M
Cherrydale Wealth Management, LLC 1.06% Reduce -1.3% 14,041 $4.1M
Flower City Capital 1.79% Reduce -6.7% 14,034 $4.1M
TCP Asset Management, LLC 0.46% Add +4.2% 14,015 $4.1M
Compass Advisory Group LLC 0.96% Reduce -0.5% 14,013 $4.1M
Tenon Financial LLC 1.30% Reduce -7.0% 14,002 $4.1M
Gill Capital Partners, LLC 1.07% Reduce -3.0% 14,002 $4.1M
Burkett Financial Services, LLC 1.27% Reduce -0.9% 14,000 $4.1M
RMG Wealth Management LLC 0.42% Add +0.6% 13,397 $4.0M
Sensible Money, LLC 1.07% Reduce -8.5% 13,993 $4.0M
Wiser Wealth Management, Inc 0.77% Add +13.5% 13,967 $4.0M
Parrish Capital LLC 3.89% Reduce -12.3% 13,956 $4.0M
Empire Financial Management Company, LLC 1.60% Reduce -74.6% 13,947 $4.0M
Aspen Wealth Management LLC 0.69% Add +4.0% 13,945 $4.0M
Rayburn West Financial Services LLC 2.22% No change 13,935 $4.0M
Sierra Legacy Group 3.12% No change 13,929 $4.0M
Kaufman Rossin Wealth, LLC 1.91% Reduce -1.6% 12,743 $4.0M
Shrier Wealth Management, LLC 1.37% Reduce -0.1% 13,923 $4.0M
Quantum Financial Partners LLC 2.06% — 13,916 $4.0M
Entrewealth, LLC 1.49% Add +70.1% 12,883 $4.0M
Mowery & Schoenfeld Wealth Management, LLC 5.47% Add +0.2% 13,871 $4.0M
Wealth Care LLC 3.24% Reduce -0.0% 13,843 $4.0M
Valueworks LLC 0.84% Reduce -3.2% 13,842 $4.0M
Harbour Wealth Management Group, Inc. 2.71% Add +0.0% 13,837 $4.0M
MinichMacGregor Wealth Management, LLC 0.61% Reduce -2.2% 13,828 $4.0M
Northern Capital Management, Inc. 1.70% Add +0.3% 13,813 $4.0M
HMS Capital Management, LLC 1.49% Reduce -3.0% 13,804 $4.0M
Elevated Financial Group LLC 1.13% Reduce -8.1% 13,801 $4.0M
Autumn Glory Partners, LLC 1.13% Add +100.7% 13,796 $4.0M
Rexford Capital Inc. 2.45% Add +0.1% 13,785 $4.0M
SMART Wealth LLC 0.86% Reduce -15.8% 13,782 $4.0M
Innovative Advisory Group, LLC 3.04% Reduce -1.1% 13,749 $4.0M
WealthCare Investment Partners, LLC 0.97% Add +27.5% 13,737 $4.0M
Beta Wealth Group, Inc. 1.49% Add +10.0% 13,716 $4.0M
Align Financial, LLC 1.97% Reduce -0.3% 13,704 $4.0M
Chicago Wealth Management, Inc. 1.41% Add +0.3% 13,690 $4.0M
Vienna Asset Management LLC 2.82% Add +9.2% 13,686 $4.0M
Orin Green Financial, LLC 1.46% Reduce -0.7% 13,684 $4.0M
Bright Futures Wealth Management, LLC. 2.56% Add +1.7% 13,651 $4.0M
Hobbs Group Advisors, LLC 1.04% Add +1.9% 13,646 $3.9M
Kelman-Lazarov, Inc. 0.52% Add +4.5% 13,643 $3.9M
Storen Legacy Partners, LLC 1.07% Add +8.3% 13,618 $3.9M
Park Edge Advisors, LLC 0.84% Reduce -4.0% 13,603 $3.9M
WMS Group LLC 5.08% Reduce -0.4% 13,603 $3.9M
Master's Wealth Management Inc. 1.18% Add +3.1% 13,583 $3.9M
GoalVest Advisory LLC 0.73% Reduce -15.7% 13,577 $3.9M
Latko Wealth Management, Ltd. 1.67% Add +0.2% 13,573 $3.9M
LiftPoint Family Wealth Advisors LLC 2.66% Add +21.1% 13,570 $3.9M
Curtis Advisory Group, LLC 0.76% Add +0.0% 13,563 $3.9M
Cedar Wealth Management, LLC 1.01% Add +14.3% 13,552 $3.9M
Sonoma Allocations LLC 1.22% Reduce -0.2% 13,299 $3.9M
Cannon Advisors, Inc. 2.37% Reduce -47.0% 12,392 $3.9M
CogentBlue Wealth Advisors, LLC 2.23% Add +2.0% 13,467 $3.9M
Midwest Professional Planners, LTD. 0.76% Add +0.7% 13,457 $3.9M
Weinberger Asset Management, Inc 1.25% Add +0.4% 12,598 $3.9M
Fortune 45 LLC 1.66% Add +2.6% 13,447 $3.9M
Prudent Man Investment Management, Inc. 1.32% No change 14,286 $3.9M
Ade, LLC 1.64% Add +2.6% 13,416 $3.9M
Peterson Wealth Advisors, LLC 0.46% Reduce -0.4% 13,414 $3.9M
BCGM Wealth Management, LLC 0.82% Reduce -29.9% 13,412 $3.9M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 3.05% Reduce -5.5% 13,407 $3.9M
Carlson Financial, Inc. 1.98% Add +0.7% 13,386 $3.9M
Dodds Wealth, LLC 0.87% Add +0.9% 13,386 $3.9M
Entruity Wealth, LLC 2.51% Add +0.3% 13,384 $3.9M
RCS Financial Planning, LLC 1.83% Add +1.9% 13,374 $3.9M
Pioneer Wealth Management Group 0.93% Add +99.0% 13,348 $3.9M
Allegiance Financial Group Advisory Services LLC 0.67% Reduce -5.8% 13,304 $3.8M
Fenimore Asset Management Inc 0.08% No change 13,296 $3.8M
Smith Asset Management Co., LLC 3.03% Add +5.0% 13,293 $3.8M
Wealth Forward, LLC 1.92% Add +0.2% 13,292 $3.8M
Steffes Financial, Ltd. 1.66% Add +9.8% 13,288 $3.8M
WealthCollab, LLC 1.39% Add +1.2% 13,282 $3.8M
OFS Enterprise LLC 0.98% Add +2.1% 13,276 $3.8M
Wetzel Investment Advisors, Inc. 1.33% Reduce -5.5% 13,265 $3.8M
Vilga Financial Planning LLC 2.90% Add +1.1% 13,245 $3.8M
Paragon Capital Management Ltd 0.73% Reduce -2.9% 13,242 $3.8M
Investors Research Corp 0.69% Reduce -10.1% 13,234 $3.8M
Keb Asset Management, LLC 0.62% Reduce -2.6% 13,233 $3.8M
Houlihan Financial Resource Group, Ltd. 1.36% Reduce -4.3% 13,209 $3.8M
Macroview Investment Management LLC 2.37% Reduce -1.0% 13,197 $3.8M
Smith Partners Wealth Management, LLC 3.03% No change 13,190 $3.8M
Kondo Wealth Advisors, Inc. 1.27% Add +0.8% 13,171 $3.8M
Wealthcare Capital Partners, LLC 1.57% Add +0.8% 13,171 $3.8M
Forza Wealth Management, LLC 1.17% Reduce -5.2% 13,156 $3.8M
Causey Wealth LLC 1.49% Add +0.0% 13,149 $3.8M
Easterly Investment Partners LLC 0.19% New 13,139 $3.8M
Roxbury Financial LLC 3.01% Add +0.2% 13,138 $3.8M
Alessandra Capital Management, LLC 2.69% Reduce -1.6% 13,129 $3.8M
Jeter Robert S II 3.63% Reduce -2.0% 12,023 $3.8M
Diker Management LLC 2.92% No change 13,097 $3.8M
Wood Tarver Financial Group, LLC 0.89% Add +5.5% 13,068 $3.8M
Miller Financial Services LLC 3.05% Reduce -1.4% 13,062 $3.8M
Foundation Wealth Management, LLC 2.33% Reduce -5.5% 13,048 $3.8M
Mountain Pacific Investment Advisers LLC 0.59% Add +0.3% 13,048 $3.8M
Objectivity Squared, LLC 2.13% Reduce -1.1% 13,046 $3.8M
Axis Wealth Partners, LLC 1.81% Reduce -15.1% 13,044 $3.8M
Schrum Private Wealth Management LLC 3.88% Reduce -31.2% 16,389 $3.8M
Menard Financial Group LLC 2.05% Reduce -7.6% 13,036 $3.8M
Payne Capital Management, LLC 1.00% Reduce -2.8% 13,019 $3.8M
Tectonic Advisors LLC 0.18% Reduce -0.4% 13,016 $3.8M
1248 Management, LLC 1.47% No change 13,010 $3.8M
Clarity Wealth Development LLC 2.09% Add +13.6% 13,005 $3.8M
Bullock Wealth Management Group 1.63% Add +0.7% 12,782 $3.8M
TRB Advisors LP 1.62% Reduce -92.6% 13,000 $3.8M
Giverny Capital 0.13% Reduce -13.6% 12,995 $3.8M
Guild Investment Management, Inc. 2.56% Reduce -9.3% 12,972 $3.8M
Wallace Capital Management Inc. 0.41% Add +5.0% 12,969 $3.8M
TAGStone Capital, Inc. 1.19% Add +14.6% 12,951 $3.7M
Pathway Wealth Management LLC 2.61% No change 12,950 $3.7M
Peterson Wealth Management 1.74% Add +255.0% 12,908 $3.7M
Skyline Advisors, Inc. 1.17% Reduce -1.3% 12,886 $3.7M
Veery Capital, LLC 1.00% Reduce -0.1% 12,886 $3.7M
Main Street Group, LTD 0.93% Reduce -9.5% 12,876 $3.7M
Beto Financial Group, LLC 1.96% Add +2.4% 11,406 $3.7M
Scarborough Advisors, LLC 0.43% Reduce -17.6% 12,770 $3.7M
Catalyst Private Wealth, LLC 1.80% Reduce -0.1% 12,846 $3.7M
Power Wealth Management LLC 1.28% Add +6.0% 12,831 $3.7M
Weik Capital Management 1.43% Reduce -0.2% 12,824 $3.7M
Bank & Trust Co 2.34% Reduce -1.0% 12,810 $3.7M
Rosenberg Matthew Hamilton 0.69% Add +3.9% 12,805 $3.7M
Ridge Creek Global, Inc 2.88% Reduce -10.1% 12,794 $3.7M
Williams & Novak, LLC 2.48% Add +11.4% 12,792 $3.7M
STAR Financial Bank 1.51% Add +16.3% 12,791 $3.7M
Second Half Financial Partners, LLC 1.52% Add +0.1% 12,789 $3.7M
Cherry Tree Wealth Management, LLC 0.70% Reduce -2.5% 12,773 $3.7M
Ulland Investment Advisors, LLC 2.73% Reduce -1.7% 12,751 $3.7M
J. Team Financial, Inc. 3.58% Reduce -11.4% 12,734 $3.7M
Raffa Wealth Management, LLC 0.46% Add +10.2% 12,732 $3.7M
Greater Midwest Financial Group, LLC 1.84% Reduce -4.0% 12,731 $3.7M
Tributary Capital Management, LLC 0.30% Reduce -1.7% 12,702 $3.7M
Parkwoods Wealth Partners, LLC 0.59% Add +190.4% 12,698 $3.7M
Basepoint Wealth LLC 2.10% Add +1.5% 12,664 $3.7M
Elm3 Financial Group, LLC 2.51% Reduce -4.4% 12,657 $3.7M
Sun Financial Inc 1.72% Add +11.5% 11,847 $3.7M
St. Louis Financial Planners Asset Management, LLC 1.95% Reduce -0.9% 11,831 $3.7M
Sonoma Private Wealth LLC 3.92% Reduce -2.4% 12,599 $3.6M
Kachkovsky & Fisher, Inc. 3.51% — 12,595 $3.6M
Sherman Asset Management, Inc. 2.83% Reduce -9.1% 12,591 $3.6M
Eads & Heald Wealth Management 1.78% Reduce -8.0% 12,560 $3.6M
Keyes, Stange & Wooten Wealth Management, LLC 1.45% Add +0.0% 12,525 $3.6M
Financial Symmetry Inc 1.21% Add +4.2% 12,525 $3.6M
Golden Road Advisors LLC 1.76% Add +19.2% 12,515 $3.6M
FreeGulliver LLC 1.28% Reduce -8.7% 12,505 $3.6M
Guardian Financial Partners, LLC 1.41% Reduce -7.3% 12,496 $3.6M
Value Investment Professionals, LLC 3.04% Add +0.0% 12,486 $3.6M
Verus Financial Partners, Inc. 0.31% Reduce -1.4% 12,485 $3.6M
Invested Advisors 3.19% Reduce -3.0% 12,473 $3.6M
Spectrum Investment Advisors, Inc. 1.48% Add +29.4% 12,472 $3.6M
CBIZ Investment Advisory Services, LLC 0.13% No change 14,214 $3.6M
Prevail Innovative Wealth Advisors, LLC 0.54% Reduce -6.0% 12,462 $3.6M
Mainstay Capital Management LLC 0.27% Add +2.4% 12,413 $3.6M
Marvin & Palmer Associates Inc. 2.26% Reduce -1.5% 12,408 $3.6M
Paladin Partners, LLC 2.37% Reduce -18.3% 12,402 $3.6M
Capitol Family Office, Inc. 3.78% Reduce -3.6% 12,385 $3.6M
Nutshell Asset Management Ltd 1.19% Add +164.7% 12,376 $3.6M
Capstone Wealth Management, LLC 1.66% Add +41.9% 12,372 $3.6M
Denver PWM, LLC 1.17% Reduce -33.8% 11,696 $3.6M
Odyssey Capital Advisors, Inc. 2.56% Add +2.3% 12,353 $3.6M
Systematic Financial Management LP 0.07% No change 12,335 $3.6M
Droms Strauss Advisors Inc. /Mo/ 0.81% Add +4.4% 12,327 $3.6M
Apex Wealth Management, LLC 2.18% Reduce -0.0% 12,316 $3.6M
Elevated Private Wealth, LLC 3.39% — 12,315 $3.6M
Jefferson Bridge Capital, LLC 3.09% No change 12,314 $3.6M
Latitude Advisors, LLC 1.42% Add +19.4% 12,297 $3.6M
Sunflower Bank, N.A. 0.85% Reduce -1.6% 12,270 $3.6M
CarsonAllaria Wealth Management, Ltd. 1.54% Reduce -1.0% 12,261 $3.5M
Instrumental Wealth, LLC 1.80% Reduce -0.1% 12,259 $3.5M
Carmel Capital Partners, LLC 1.17% Add +1.8% 12,256 $3.5M
Frazier Financial Advisors, LLC 1.79% Add +0.2% 12,254 $3.5M
Blake Schutter Theil Wealth Advisors, LLC 2.40% Add +0.2% 12,246 $3.5M
Lakeshore Capital Group, Inc. 2.62% Reduce -0.2% 12,239 $3.5M
Intrepid Capital Management Inc. 1.49% Add +4.5% 12,233 $3.5M
360 Financial, Inc. 0.90% Reduce -4.0% 12,219 $3.5M
Quantbot Technologies LP 0.14% Reduce -77.5% 12,213 $3.5M
Paladin Wealth, LLC 2.05% Add +0.6% 12,155 $3.5M
Amitell Capital Pte Ltd 3.22% New 12,153 $3.5M
Collective Family Office LLC 0.72% Reduce -2.1% 12,144 $3.5M
QP Wealth Management, LLC 5.01% Reduce -0.3% 12,140 $3.5M
Certior Financial Group, LLC 1.92% Reduce -0.5% 12,119 $3.5M
Commonwealth Retirement Investments LLC 0.95% Add +0.0% 12,119 $3.5M
Darwin Wealth Management, LLC 0.96% Add +9.7% 12,101 $3.5M
Concorde Asset Management, LLC 2.02% Add +0.6% 12,091 $3.5M
Leibman Financial Services, Inc. 2.32% Reduce -2.1% 12,076 $3.5M
Provident Living Financial Services, Inc. 3.44% Reduce -10.4% 12,075 $3.5M
Shayne & Jacobs, LLC 1.04% Add +0.0% 12,066 $3.5M
Summa Corp. 1.10% Reduce -3.8% 12,060 $3.5M
Halter Ferguson Financial Inc. 0.57% Reduce -3.7% 12,060 $3.5M
Brand Asset Management Group, Inc. 0.77% Add +3.2% 12,042 $3.5M
Lombard Odier Asset Management (USA) Corp 4.82% Reduce -3.1% 12,000 $3.5M
Parametrica Management Ltd 2.72% New 12,000 $3.5M
Cohen & Steers, Inc. 0.01% No change 12,000 $3.5M
Pavion Blue Capital, LLC 1.40% Add +9.9% 11,191 $3.5M
Riverpoint Wealth Management Holdings, LLC 0.64% Reduce -1.6% 11,985 $3.5M
Stonehearth Capital Management, LLC 1.18% Reduce -4.4% 11,977 $3.5M
Leonard Rickey Investment Advisors P.L.L.C. 0.54% Add +2.4% 11,949 $3.5M
Red Crane Wealth Management, LLC 2.54% Add +1.4% 11,945 $3.5M
Schorn Wealth LLC 0.90% Add +0.4% 11,938 $3.5M
Momentous Wealth Management, Inc. 1.77% Add +1.3% 11,934 $3.5M
Moisand Fitzgerald Tamayo, LLC 0.34% Reduce -8.8% 11,934 $3.5M
Daniel Investment Group, Inc. 2.04% — 11,905 $3.4M
Rhodes Investment Advisors Inc. 2.53% Reduce -0.7% 11,902 $3.4M
Manuka Financial, LLC 1.79% Add +240.2% 11,899 $3.4M
Terra Nova Asset Management LLC 2.11% Add +4.2% 11,898 $3.4M
Defined Wealth Management, LLC 1.77% Add +1.6% 11,897 $3.4M
BTG Pactual Asset Management US LLC 0.26% Add +17.5% 11,890 $3.4M
SWAN Capital LLC 1.18% Reduce -3.9% 11,888 $3.4M
Solutions 4 Wealth, Ltd 4.44% Add +0.2% 11,878 $3.4M
McLaughlin Asset Management, Inc. 2.38% New 11,875 $3.4M
MRP Capital Investments, LLC 2.53% Reduce -0.2% 11,854 $3.4M
Red Cedar Investment Management, LLC 0.32% No change 11,843 $3.4M
Sard Wealth Management Group, LLC 1.64% Reduce -4.9% 11,839 $3.4M
Payne Capital LLC 2.85% No change 11,833 $3.4M
DeLarme Wealth Management, Inc. 1.98% Add +1.2% 11,830 $3.4M
Optimize Financial Inc. 1.23% Reduce -0.3% 11,824 $3.4M
Bay Capital Advisors, LLC 1.83% Reduce -0.8% 11,824 $3.4M
Christensen, King & Associates Investment Services, Inc. 1.36% Reduce -0.7% 11,810 $3.4M
Kennicott Capital Management LLC 1.58% No change 11,808 $3.4M
Presidio Capital Management, LLC 0.85% Reduce -3.3% 11,801 $3.4M
Elkhorn Partners Limited Partnership 2.93% Reduce -2.5% 11,800 $3.4M
Virtus Advisers, LLC 1.33% Add +32.1% 11,783 $3.4M
REDW Wealth LLC 1.22% Add +7.3% 11,781 $3.4M
Private Wealth Advisors, LLC 1.02% Add +0.2% 11,772 $3.4M
Balance Wealth Partners LLC 0.91% Add +8.3% 11,760 $3.4M
Intelligent Financial Strategies 1.64% Reduce -0.0% 11,750 $3.4M
Redwood Park Advisors LLC 2.45% Add +0.1% 11,749 $3.4M
Washburn Capital Management, Inc. 1.67% Reduce -12.8% 11,745 $3.4M
Financial Alternatives, Inc 1.67% Add +6.5% 11,739 $3.4M
Lumbard & Kellner, LLC 1.03% Add +2.9% 11,735 $3.4M
Halbert Hargrove Global Advisors, LLC 0.15% Add +0.2% 11,718 $3.4M
MorganRosel Wealth Management, LLC 1.14% Reduce -0.2% 11,710 $3.4M
Stonehage Fleming Financial Services Holdings Ltd 0.12% Reduce -6.3% 11,705 $3.4M
DecisionPoint Financial, LLC 0.63% Add +0.6% 11,501 $3.4M
Sidoxia Capital Management, LLC 2.48% Reduce -0.5% 11,681 $3.4M
Berry Wealth Group, LP 10.84% Reduce -0.8% 11,664 $3.4M
Prosperity Planning, Inc. 1.08% Add +9.3% 11,657 $3.4M
Portus Wealth Advisors, LLC 2.78% Add +3.0% 11,656 $3.4M
Viewpoint Investment Partners Corp. 1.16% Add +0.5% 11,588 $3.4M
OMNI 360 Wealth, Inc. 1.56% Reduce -3.0% 11,648 $3.4M
Sierra Ocean, LLC 2.33% Add +4.2% 11,612 $3.4M
Conrad Siegel Investment Advisors, Inc. 0.55% Add +8.7% 11,609 $3.4M
Briaud Financial Planning Inc 0.88% Add +18.9% 11,605 $3.4M
WESPAC Advisors, LLC 1.64% Reduce -5.1% 11,601 $3.4M
Muirfield Wealth Advisors LLC 2.19% Reduce -1.7% 11,598 $3.4M
Gilpin Wealth Management, LLC 2.32% Reduce -2.0% 11,586 $3.4M
Crux Wealth Advisors 1.16% Reduce -3.3% 11,580 $3.4M
Sterling Wealth Management, Inc. 0.83% Add +0.3% 11,579 $3.4M
Birchbrook, Inc. 1.57% Reduce -11.5% 11,567 $3.3M
Gray Private Wealth, LLC 1.45% Reduce -0.0% 11,560 $3.3M
FSA Advisors, Inc. 1.53% Add +3.9% 11,540 $3.3M
Collaborative Capital Advisors LLC 2.11% — 11,547 $3.3M
Grace & White Inc. 0.54% No change 11,536 $3.3M
Wealth Science Advisors LLC 1.48% Add +4.4% 11,510 $3.3M
17 Capital Partners, LLC 1.51% Reduce -2.4% 11,509 $3.3M
Flagstone Financial Management 0.74% Reduce -1.5% 11,485 $3.3M
Maltin Wealth Management, Inc. 1.11% Add +0.8% 11,481 $3.3M
Maxele Advisors, LLC 2.32% — 11,474 $3.3M
Cohen Capital Management, Inc. 0.45% Add +0.2% 11,469 $3.3M
Zinnia Wealth Advisory, LLC 3.38% Reduce -1.6% 11,464 $3.3M
AXS Investments LLC 0.94% Reduce -15.9% 11,458 $3.3M
Lakewood Asset Management LLC 1.82% Reduce -0.2% 11,456 $3.3M
Mma Asset Management LLC 1.05% Add +0.9% 11,446 $3.3M
Guardian Capital, LLC 2.71% Reduce -17.1% 11,433 $3.3M
EDENTREE ASSET MANAGEMENT Ltd 1.01% Add +3.2% 11,428 $3.3M
Voisard Asset Management Group, Inc. 0.62% Add +0.2% 11,397 $3.3M
DiNuzzo Private Wealth, Inc. 0.33% Reduce -2.2% 11,394 $3.3M
Leo H. Evart, Inc. 2.60% Reduce -14.9% 11,373 $3.3M
Sachetta, LLC 1.60% Add +7.2% 11,373 $3.3M
Prudent Investors Network, Inc. 0.64% Add +6.1% 11,368 $3.3M
Grantvest Financial Group LLC 1.91% Reduce -0.4% 11,366 $3.3M
BDFS Capital LLC 1.43% Add +15.3% 11,364 $3.3M
Blalock Williams, LLC 2.13% Add +3.5% 11,335 $3.3M
Threadgill Financial, LLC 1.35% Add +0.0% 11,309 $3.3M
Keener Financial Planning LLC 1.17% Add +5.5% 11,303 $3.3M
Audent Global Asset Management, LLC 3.65% Add +10.1% 11,300 $3.3M
Stonebridge Financial Planning Group, LLC 1.04% Add +0.4% 11,299 $3.3M
Wealthgarden F.S. LLC 1.85% Add +15.7% 11,285 $3.3M
Atala Financial Inc 1.98% Add +1.4% 11,272 $3.3M
Cogent Private Wealth, Inc. 2.04% Add +2.1% 11,272 $3.3M
Trinity Wealth Management, LLC 1.03% Add +4.0% 11,266 $3.3M
Waystone Advisors LLC 2.43% Add +4.3% 11,265 $3.3M
Nicholson Wealth Management Group, LLC 1.93% Reduce -0.1% 11,256 $3.3M
Oakwell Private Wealth Management, LLC 0.54% Add +14.4% 11,245 $3.3M
Monte Financial Group, LLC 1.04% Add +0.2% 10,522 $3.3M
Anchor Bay Capital, Inc. 1.75% — 10,527 $3.2M
Madrid Wealth Management, LLC 2.13% Reduce -1.6% 11,210 $3.2M
TrueWealth Advisors, LLC 0.73% Reduce -1.9% 11,199 $3.2M
Authentikos Wealth Advisory, LLC 2.07% Reduce -13.8% 11,197 $3.2M
Watershed Private Wealth LLC 0.91% Reduce -29.0% 11,188 $3.2M
BlueSky Wealth Advisors, LLC 0.38% Reduce -15.7% 11,188 $3.2M
Baring Financial LLC 1.79% Add +0.1% 11,181 $3.2M
Hilton Head Capital Partners, LLC 1.63% Reduce -3.8% 11,175 $3.2M
Swisher Financial Concepts, Inc. 2.03% Reduce -55.5% 11,163 $3.2M
Bravera Wealth 1.24% Add +1.1% 11,150 $3.2M
Members Wealth LLC 1.77% Reduce -3.5% 11,134 $3.2M
Sollinda Capital Management LLC 0.69% Add +2.0% 11,130 $3.2M
Holistic Financial Partners 1.97% Reduce -37.0% 11,117 $3.2M
Tower Wealth Partners, Inc. 1.59% Reduce -2.5% 11,115 $3.2M
Richwood Investment Advisors, LLC 2.26% Add +0.4% 11,113 $3.2M
Blossom Wealth Management 4.53% Reduce -0.1% 11,109 $3.2M
RiverGlades Family Offices LLC 1.47% Add +45.3% 11,090 $3.2M
ETF Portfolio Partners, Inc. 0.76% No change 11,087 $3.2M
Koss-Olinger Consulting, LLC 0.25% Reduce -2.0% 11,054 $3.2M
Global Wealth Strategies & Associates 0.61% Reduce -3.2% 11,051 $3.2M
Bluesphere Advisors LLC 0.99% Add +1.2% 11,030 $3.2M
Womack Financial LLC 2.11% Reduce -1.3% 11,015 $3.2M
VSM Wealth Advisory, LLC 0.85% Reduce -1.1% 11,015 $3.2M
Eurizon SLJ Capital Ltd 1.18% No change 11,011 $3.2M
Clifford Group, LLC 2.20% Add +0.9% 11,003 $3.2M
Cassia Capital Partners, LLC 1.54% Reduce -1.3% 10,977 $3.2M
Forefront Wealth Partners, LLC 0.98% Add +0.6% 10,974 $3.2M
Compass Wealth Management LLC 0.60% Add +0.2% 10,970 $3.2M
Richmond Investment Services, LLC 1.00% Reduce -53.3% 10,968 $3.2M
Harvey Investment Co. LLC 0.35% Reduce -17.4% 10,967 $3.2M
CTC Alternative Strategies, Ltd. 4.56% New 10,920 $3.2M
Vivid Wealth Management, LLC 1.11% Reduce -6.4% 10,907 $3.2M
Steph & Co. 0.80% Reduce -2.1% 10,906 $3.2M
PARK CIRCLE Co 2.78% No change 10,900 $3.2M
MFA Wealth Services 1.88% Add +0.7% 10,869 $3.1M
Davidson Kahn Capital Management, LLC 1.35% Reduce -10.4% 10,868 $3.1M
Nolet Wealth Management, LLC 1.74% Add +15.1% 10,866 $3.1M
Sound Capital Solutions LLC 0.73% — 10,847 $3.1M
One Wealth Capital Management, LLC 0.89% Add +76.2% 10,846 $3.1M
X-Square Capital, LLC 0.80% Reduce -8.4% 10,842 $3.1M
Daytona Street Capital LLC 2.29% Reduce -0.6% 9,936 $3.1M
Arwa LLC 1.30% Reduce -25.7% 9,396 $3.1M
Gordian Advisors LLC 1.84% Add +0.0% 10,822 $3.1M
Pinnacle Wealth Management Group, Inc. 1.46% Reduce -8.9% 10,812 $3.1M
Inkwell Capital LLC 3.26% Reduce -19.4% 10,809 $3.1M
Miller Capital Partners, Inc. 1.23% No change 10,807 $3.1M
Advisory Research Inc. 0.31% Reduce -0.9% 10,795 $3.1M
Macro Advisors, Inc. 1.00% Add +1.1% 10,793 $3.1M
Windsor Advisory Group, LLC 2.27% Add +71.7% 10,790 $3.1M
Global Trust Wealth Management LLC 2.15% Reduce -16.8% 10,787 $3.1M
Cornerstone National Bank & Trust Co 1.05% Reduce -5.1% 10,596 $3.1M
TSA Wealth Managment LLC 0.88% Add +18.8% 10,769 $3.1M
MH & Associates Securities Management Corp. 2.79% Reduce -0.5% 10,758 $3.1M
Entrust Financial LLC 2.02% Add +17.8% 10,750 $3.1M
Sanchez Gaunt Capital Management, LLC 1.74% Reduce -3.8% 10,748 $3.1M
Alliance Private Wealth, LLC 1.08% Reduce -23.4% 10,729 $3.1M
Cornerstone Planning, LLC 0.72% Reduce -69.8% 10,726 $3.1M
New Perspectives, Inc 0.95% Reduce -3.4% 10,720 $3.1M
Hickory Point Bank & Trust 1.88% No change 10,717 $3.1M
Legend Financial Advisors, Inc. 1.76% Add +3.3% 10,701 $3.1M
Athena Investment Management 1.83% Reduce -37.1% 10,693 $3.1M
Wedgewood Investors Inc. 3.18% Add +0.1% 10,692 $3.1M
Abound Financial, LLC 1.23% Add +31.2% 10,687 $3.1M
Landmark Wealth Management, LLC 0.74% Reduce -3.0% 10,680 $3.1M
Thoma Capital Management LLC 1.65% Add +0.6% 10,677 $3.1M
Ssi Investment Management LLC 1.06% No change 10,656 $3.1M
Bonfire Financial 1.98% Add +20.5% 10,654 $3.1M
Councilor Wealth, LLC 1.25% Add +4.4% 10,648 $3.1M
Planning Strategies Inc. 1.93% — 10,647 $3.1M
Roth Financial Partners LLC 0.92% No change 10,645 $3.1M
Cardinal Strategic Wealth Guidance 0.70% Reduce -1.7% 10,639 $3.1M
Sequent Planning LLC 0.66% Add +3.1% 10,634 $3.1M
Fulcrum Equity Management 2.49% Add +2.0% 10,632 $3.1M
Ascension Capital Advisors, Inc. 0.86% Reduce -0.7% 10,621 $3.1M
Chiron Capital Management, LLC 2.75% Add +1.2% 10,611 $3.1M
Permanens Capital L.P. 0.32% Add +82.7% 10,603 $3.1M
4WEALTH Advisors, Inc. 2.35% Reduce -1.6% 10,885 $3.1M
ShankerValleau Wealth Advisors, Inc. 0.81% Reduce -3.3% 10,592 $3.1M
Tenzing Financial LLC 2.10% Add +3.6% 9,802 $3.1M
Walleye Partners, LLC 3.49% Add +178.1% 10,591 $3.1M
LightSquare Wealth Management, LLC 2.11% Add +14.1% 10,573 $3.1M
R. W. Roge & Company, Inc. 1.30% Add +0.1% 10,570 $3.1M
Franklin, Parlapiano, Turner & Welch, LLC 0.69% No change 10,568 $3.1M
Bauman Advisory Group, LLC 1.62% Add +17.0% 10,559 $3.1M
Tudor Financial Inc. 1.37% Reduce -1.3% 10,552 $3.1M
Box Hill Private Wealth LLC 2.45% Add +10.3% 10,551 $3.1M
Financial Freedom, LLC 1.40% Add +0.1% 10,550 $3.1M
PCG Wealth Advisors, LLC 0.68% Add +1.6% 10,544 $3.1M
Basso Capital Management, L.P. 0.75% Add +1551.9% 10,539 $3.0M
Avant Financial Advisors LLC 1.90% Reduce -8.9% 10,538 $3.0M
Alterna Wealth Management, Inc. 1.75% Reduce -7.1% 10,528 $3.0M
HF Advisory Group, LLC 0.94% Reduce -2.5% 10,525 $3.0M
Cypress Financial Planning LLC 0.75% Reduce -5.9% 10,524 $3.0M
Sharper & Granite LLC 0.94% Reduce -0.5% 10,516 $3.0M
Kaydan Wealth Management, Inc. 0.93% Add +0.9% 10,511 $3.0M
Vestia Personal Wealth Advisors 1.19% Add +2.3% 10,501 $3.0M
Havemeyer Place LP 0.30% Add +17.0% 10,498 $3.0M
Avail Investment Partners, LLC 2.34% Add +40.2% 10,498 $3.0M
Matrix Private Capital Group LLC 1.32% Add +41.6% 10,487 $3.0M
Northland Securities, Inc. 1.77% Reduce -3.5% 10,482 $3.0M
O'Domhnaill Enterprises, Inc. 2.42% Add +105.8% 10,479 $3.0M
Smart Money Group LLC 0.78% Add +0.8% 10,477 $3.0M
Powers Advisory Group, LLC 0.95% Reduce -2.1% 10,472 $3.0M
Wbi Investments, LLC 0.75% Add +34.7% 10,462 $3.0M
Gen-Wealth Partners Inc 0.84% Reduce -1.7% 10,454 $3.0M
Cedar Mountain Advisors, LLC 0.52% Add +3.3% 10,453 $3.0M
Newton One Investments LLC 0.76% Add +2.4% 10,452 $3.0M
Builder Investment Group Inc. 0.60% Add +0.0% 10,441 $3.0M
Colony Family Offices, LLC 0.66% No change 10,433 $3.0M
Glass Jacobson Investment Advisors llc 0.94% Reduce -6.1% 10,431 $3.0M
Shakespeare Wealth Management, LLC 0.80% Add +6.4% 10,430 $3.0M
OLIO Financial Planning 0.75% Reduce -6.9% 10,420 $3.0M
ACT Advisors, LLC. 1.00% Add +15.7% 10,416 $3.0M
Plan A Wealth LLC 1.28% Add +1.5% 10,415 $3.0M
Inman Jager Wealth Management, LLC 1.60% Add +6.0% 10,393 $3.0M
Impact Investors, Inc 2.20% Reduce -2.2% 10,391 $3.0M
Oak Thistle LLC 0.29% Reduce -27.9% 10,374 $3.0M
Virtus Wealth Solutions LLC 0.41% Add +73.6% 10,366 $3.0M
Legacy Financial Group LLC 0.34% Reduce -0.9% 10,365 $3.0M
Orgel Wealth Management, LLC 0.06% Add +32.3% 10,340 $3.0M
ARK & TLK Investments, LLC 0.74% Reduce -1.9% 10,336 $3.0M
North Forty Two & Co. 2.54% Reduce -1.9% 10,336 $3.0M
Lake Hills Wealth Management, LLC 1.36% Add +4.9% 10,318 $3.0M
Ballew Advisors, Inc 1.54% Add +10.6% 9,671 $3.0M
Vawter Financial, Ltd. 1.12% Reduce -0.4% 10,303 $3.0M
Pinnacle Financial Group, LLC / IL 0.73% Reduce -7.2% 10,294 $3.0M
Insight Wealth Partners, LLC 0.40% Add +5.5% 10,293 $3.0M
Whitaker-Myers Wealth Managers, LTD. 0.50% Add +2.8% 10,286 $3.0M
Continental Investors Services, Inc. 2.33% Reduce -0.9% 9,563 $3.0M
John Boyer, Inc. 2.58% Reduce -5.8% 10,274 $3.0M
Burns Matteson Capital Management, LLC 0.94% Reduce -5.7% 10,241 $3.0M
Precision Wealth Strategies, LLC 0.89% Reduce -0.7% 10,231 $3.0M
McNaughton Wealth Management, LLC 1.05% Add +0.7% 10,217 $3.0M
Odyssean, LLC 0.48% Add +77.5% 10,211 $3.0M
PFS Partners, LLC 1.20% Add +25.7% 10,204 $3.0M
Altiora Financial Group, LLC 0.46% No change 10,181 $2.9M
Gallacher Capital Management LLC 1.65% Reduce -17.6% 10,167 $2.9M
Veratis Advisors, Inc. 2.08% — 10,144 $2.9M
BCM Advisors, LLC 0.57% Reduce -0.1% 8,811 $2.9M
Kroeger Financial Partners 2.84% — 10,140 $2.9M
B&D White Capital Company, LLC 0.29% Add +2.2% 10,129 $2.9M
Clarity Capital Advisors, LLC 1.23% No change 10,116 $2.9M
Benchmark Investment Advisors LLC 1.28% Reduce -6.2% 10,116 $2.9M
Nalls Sherbakoff Group, LLC 2.08% Reduce -13.7% 10,101 $2.9M
Apeiron RIA LLC 0.75% Reduce -36.8% 10,082 $2.9M
Del-Sette Capital Management, LLC 1.70% Add +93.1% 10,082 $2.9M
Sprinkle Financial Consultants LLC 1.14% Reduce -3.4% 10,076 $2.9M
Warburton Capital Management, LLC 1.19% Add +7.3% 10,069 $2.9M
Sage Capital Management, LLC 1.14% Reduce -3.3% 10,053 $2.9M
Rik Saylor Financial, Inc. 1.93% Add +1.7% 10,058 $2.9M
Integrated Capital Management, LLC 1.05% Reduce -8.4% 10,056 $2.9M
Sirios Capital Management L P 0.35% Reduce -15.5% 10,047 $2.9M
Allen Wealth Management, LLC 1.41% Reduce -1.4% 10,041 $2.9M
Nicholas Wealth, LLC. 1.59% Reduce -4.1% 10,024 $2.9M
Provident Wealth Management, LLC 0.75% Add +6.8% 10,007 $2.9M
SCP Investment, LP 2.67% No change 10,000 $2.9M
Ally Financial Inc. 0.37% Reduce -73.7% 10,000 $2.9M
Millington Financial Advisors, LLC 1.14% Add +8.1% 8,670 $2.9M
ForthRight Wealth Management, LLC 0.74% Reduce -2.7% 9,990 $2.9M
Woodward Financial Advisors, Inc. 0.96% — 9,953 $2.9M
Providence First Trust Co 0.81% Add +16.0% 9,951 $2.9M
PYA Waltman Capital, LLC 0.68% Add +0.2% 9,941 $2.9M
Vima LLC 2.85% — 9,919 $2.9M
MFG Wealth Management, Inc. 2.05% Reduce -0.8% 9,917 $2.9M
First Hawaiian Bank 0.36% No change 9,909 $2.9M
Tandem Investment Partners LLC 2.21% Reduce -0.2% 9,901 $2.9M
Investment Advisory Services Group LLC 2.09% Reduce -5.4% 9,889 $2.9M
Walsky Investment Management, Inc. 2.65% Add +1.5% 9,873 $2.9M
Barometer Capital Management Inc. 0.79% New 9,870 $2.9M
Hartmann Taylor Wealth Management, LLC 1.89% No change 11,244 $2.9M
Disciplined Investments, LLC 0.92% Reduce -1.4% 9,848 $2.8M
Serenity Investment Advisors 1.21% Reduce -0.1% 9,143 $2.8M
Hamrick Investment Counsel, llc 1.89% Reduce -20.6% 9,830 $2.8M
Next Level Wealth Planning, LLC 1.25% Add +2.2% 9,829 $2.8M
E6 Portfolios, LLC 2.27% Add +35.2% 9,816 $2.8M
A. D. Beadell Investment Counsel, Inc. 1.82% Reduce -2.4% 9,817 $2.8M
Gambit Capital Management, LLC 1.66% Add +6.2% 9,814 $2.8M
Barnes Pettey Financial Advisors, LLC 0.89% Add +0.4% 9,807 $2.8M
Thompson David Blair 1.42% Add +6.1% 9,798 $2.8M
Aspen Wealth Strategies, LLC 1.37% Reduce -0.2% 9,793 $2.8M
Peak Wealth Management LLC 1.99% Add +0.1% 9,779 $2.8M
Broadway Wealth Solutions, Inc. 1.32% Add +18.1% 9,776 $2.8M
Forte Asset Management LLC 1.16% Reduce -0.1% 9,768 $2.8M
Wilkins Miller Wealth Management, LLC 1.55% Reduce -0.0% 9,757 $2.8M
Access Financial Services, Inc. 0.93% No change 9,753 $2.8M
Adapt Wealth Advisors, LLC 0.92% Reduce -15.1% 9,743 $2.8M
Sprott Inc. 0.09% Add +101.8% 9,711 $2.8M
Ipsen Advisor Group LLC 1.80% Reduce -2.8% 9,691 $2.8M
Old West Investment Management, LLC 0.30% No change 9,685 $2.8M
Panoramic Investment Advisors, LLC 1.34% Add +1.2% 9,671 $2.8M
Sfm, LLC 1.43% Add +3.1% 9,666 $2.8M
WPG Advisers, LLC 1.64% Add +17.2% 9,661 $2.8M
Rosenblum Silverman Sutton S F Inc. 0.67% Add +26.0% 9,660 $2.8M
Capstone Capital Management Ltd 1.25% Add +831.7% 9,652 $2.8M
Financial Harvest, LLC 1.15% Add +6.6% 9,622 $2.8M
Financial Network Wealth Advisors LLC 2.82% Reduce -1.7% 9,619 $2.8M
Adams Wealth Management 0.53% Add +2.8% 9,612 $2.8M
Penobscot Wealth Management 0.74% Reduce -58.4% 9,595 $2.8M
Vista Investment Management 0.84% Reduce -1.9% 9,593 $2.8M
Everstar Asset Management, LLC 1.34% Add +4.2% 9,589 $2.8M
Boothbay Fund Management, LLC 0.05% Reduce -33.3% 9,589 $2.8M
Aspiring Ventures, LLC 0.74% Reduce -35.1% 9,588 $2.8M
Wheelhouse Advisory Group LLC 0.78% Add +3.2% 9,583 $2.8M
HT Partners LLC 0.77% Reduce -1.9% 9,583 $2.8M
Boyce & Associates Wealth Consulting, Inc. 1.92% Reduce -0.5% 9,577 $2.8M
PVG Asset Management Corp. 1.60% No change 9,571 $2.8M
Requisite Capital Management, LLC 0.46% Reduce -10.2% 9,570 $2.8M
Stone Wealth Partners 2.02% Reduce -0.6% 9,565 $2.8M
PACK Private Wealth, LLC 1.15% Reduce -0.7% 9,565 $2.8M
Riverwater Partners LLC 0.82% Add +16.4% 9,563 $2.8M
Southern Financial Group, LLC 0.71% Reduce -7.7% 9,548 $2.8M
Cornerstone Wealth, LLC 1.40% Add +0.9% 8,423 $2.8M
Clark & Stuart, Inc 1.73% Add +0.5% 9,523 $2.8M
Future Financial Wealth Managment LLC 1.72% Reduce -2.8% 8,557 $2.8M
First International Bank of Israel Ltd. 0.75% Add +6.8% 9,505 $2.8M
Prospect Financial Group LLC 2.21% Reduce -0.0% 9,494 $2.7M
Ares Financial Consulting, LLC 1.97% Add +1.0% 9,486 $2.7M
Johnson Wealth Management, LLC 1.16% Reduce -0.2% 9,478 $2.7M
Presper Financial Architects, LLC 1.43% Reduce -3.7% 9,458 $2.7M
Santori & Peters, Inc. 0.77% Add +0.8% 9,457 $2.7M
MPWM Advisory Solutions, LLC 1.25% Reduce -0.3% 9,452 $2.7M
Littlejohn Financial Services, Inc. 1.99% Reduce -0.9% 9,449 $2.7M
CDKV Holdings LLC 2.13% Reduce -0.4% 9,427 $2.7M
Vested Financial Planning, LLC 1.83% Reduce -2.3% 9,427 $2.7M
Astra Wealth Partners LLC 1.52% Add +2.2% 9,413 $2.7M
Maimon Wealth Management LTD. 2.09% Reduce -7.7% 9,395 $2.7M
Valtrion Capital Management, LLC 2.02% Add +22.1% 9,386 $2.7M
Myecfo, LLC 1.02% Add +10.4% 9,382 $2.7M
Adirondack Capital Advisors, LLC 1.46% Reduce -1.1% 9,377 $2.7M
Legacy Bridge, LLC 0.84% No change 9,354 $2.7M
Gunderson Capital Management LLC 0.73% Add +48.3% 9,345 $2.7M
Prasad Wealth Partners, LLC 0.65% Reduce -3.1% 9,340 $2.7M
Paradigm Capital Management, LLC 2.35% Reduce -5.8% 9,330 $2.7M
Floyd Financial Group LLC 1.76% Reduce -3.0% 8,575 $2.7M
Ithaka Group LLC 0.49% No change 9,326 $2.7M
Wellington-Altus USA Inc. 1.92% Add +78.4% 10,633 $2.7M
Stegent Equity Advisors, Inc. 1.93% Reduce -2.2% 9,316 $2.7M
Omega Financial Group, LLC 0.82% Reduce -78.3% 9,316 $2.7M
Index Technologies Group LLC 2.15% Add +0.1% 9,308 $2.7M
Myriad Asset Management US LP 3.72% New 9,305 $2.7M
Element Squared LLC 1.34% Add +2.3% 9,296 $2.7M
Hudson Portfolio Management LLC 2.03% Add +8.1% 9,289 $2.7M
Colter Lewis Investment Partners LLC 1.19% Add +8.7% 9,284 $2.7M
Premier Private Wealth Management LLC 2.34% Add +1.7% 9,254 $2.7M
Channing Global Advisors, LLC 1.38% Reduce -35.9% 9,235 $2.7M
Miller Investment Management, LP 0.24% Reduce -0.3% 9,215 $2.7M
Echo45 Advisors LLC 1.38% Reduce -21.0% 9,211 $2.7M
FDx Advisors, Inc. 0.80% Add +4.4% 9,208 $2.7M
5T Wealth, LLC 0.99% Add +1.0% 9,198 $2.7M
True Wealth Design, LLC 0.63% Reduce -0.7% 9,177 $2.7M
Old Peak Finance LLC 1.28% Add +19.5% 9,155 $2.6M
Murphy & Mullick Capital Management Corp 1.64% Add +2.1% 9,143 $2.6M
Pursuit Wealth Strategies, LLC 3.43% Add +7.0% 9,129 $2.6M
Professional Financial Advisors, LLC 0.46% Reduce -25.7% 9,125 $2.6M
Barden Capital Management, Inc. 2.43% Reduce -28.3% 9,116 $2.6M
1620 Investment Advisors, Inc. 1.64% Reduce -3.2% 9,114 $2.6M
FinArc Investments, Inc. 2.39% Reduce -0.3% 9,110 $2.6M
Vigil Wealth Management, LLC 1.88% Reduce -0.2% 9,090 $2.6M
Renasant Bank 1.69% Reduce -2.7% 9,088 $2.6M
Vermillion Wealth Management, Inc. 0.63% Reduce -16.2% 9,087 $2.6M
Hughes Financial Services, LLC 0.35% Add +8.0% 9,077 $2.6M
Quantum Financial Planning Services, Inc. 0.81% Reduce -0.1% 9,056 $2.6M
Sage Investment Advisers LLC 1.76% Reduce -0.3% 9,040 $2.6M
Forthright Family Wealth Advisory LLC 1.48% Reduce -29.9% 9,037 $2.6M
Pachira Investments Inc. 0.99% Add +1.7% 9,031 $2.6M
Pacific Asset Management, LLC 1.28% Add +6.6% 9,005 $2.6M
Family Investment Center, Inc. 0.43% Add +6.7% 9,004 $2.6M
Quinn Opportunity Partners LLC 0.12% New 9,000 $2.6M
Graham Capital Management, L.P. 0.10% Add +109.3% 9,000 $2.6M
Sageworth Trust Co 0.10% Reduce -52.4% 8,994 $2.6M
Freedom Investment Management, Inc. 0.72% Add +1.8% 8,990 $2.6M
NerdWallet Wealth Partners, LLC 0.90% Add +4.0% 8,987 $2.6M
Tru Independence Asset Management 2, LLC 1.41% Add +6.0% 8,987 $2.6M
Boston Partners 0.00% Add +7.7% 8,929 $2.6M
Ami Investment Management Inc. 0.55% Add +0.0% 8,965 $2.6M
Innova Wealth Partners 1.07% Reduce -12.3% 8,964 $2.6M
Independent Family Office, LLC 1.04% No change 8,957 $2.6M
Objective Capital Management, LLC 2.30% Reduce -3.4% 8,957 $2.6M
Grand Central Investment Group 2.16% Reduce -0.7% 8,942 $2.6M
Tripletail Wealth Management, LLC 2.98% Reduce -1.1% 8,383 $2.6M
Schuylkill Financial LLC 2.39% — 8,941 $2.6M
Van Diest Capital, LLC 2.32% Reduce -49.2% 8,937 $2.6M
Hilltop Wealth Advisors, LLC 1.29% Add +7.2% 8,928 $2.6M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 4.44% Add +204.7% 8,485 $2.6M
David Kennon Inc 0.85% Reduce -0.7% 8,911 $2.6M
Granite FO LLC 1.36% No change 8,911 $2.6M
Penney Financial, LLC 0.90% Add +0.0% 8,892 $2.6M
Squire Investment Management Company, LLC 0.62% Add +8.0% 8,882 $2.6M
Scharf Investments, LLC 0.08% Reduce -9.8% 8,870 $2.6M
Walsh & Associates, LLC 2.09% Reduce -1.9% 8,862 $2.6M
Code Waechter LLC 1.32% Add +2.1% 8,850 $2.6M
Blue Sky Capital Consultants Group, Inc. 1.09% Reduce -18.6% 8,847 $2.6M
Eagle Wealth Strategies LLC 0.98% Reduce -1.6% 8,843 $2.6M
Stanich Group LLC 1.61% Reduce -2.2% 8,841 $2.6M
Morris Financial Concepts, Inc. 0.78% Add +2.1% 8,827 $2.6M
Element Wealth, LLC 0.96% Add +0.3% 8,825 $2.6M
AmeriServ Wealth Advisors 1.70% Reduce -0.1% 8,810 $2.5M
Asset Allocation Strategies LLC 0.39% Reduce -0.2% 8,807 $2.5M
Pingora Partners LLC 1.49% No change 8,794 $2.5M
Elite Life Management LLC 2.98% Add +0.5% 8,180 $2.5M
Family Office Research LLC 0.95% Add +0.7% 8,784 $2.5M
Holos Integrated Wealth LLC 1.19% Reduce -21.3% 8,181 $2.5M
Lane Brothers & Co. Inc. 1.66% Add +10.6% 8,783 $2.5M
Cornerstone Advisors Asset Management, LLC 0.33% Reduce -0.5% 8,772 $2.5M
SFG Wealth Management, LLC. 0.91% Reduce -1.1% 8,755 $2.5M
Optivise Advisory Services LLC 1.28% Add +17.6% 8,738 $2.5M
GK Wealth Management LLC 1.53% Reduce -67.9% 8,730 $2.5M
Tilson Financial Group, Inc. 0.69% Reduce -1.6% 8,720 $2.5M
Credit Industriel Et Commercial 0.46% Reduce -58.6% 8,714 $2.5M
Alpha Zero LLC 0.96% Add +14.0% 7,565 $2.5M
Tandem Financial, LLC 0.81% Reduce -2.1% 8,712 $2.5M
Phocas Financial Corp. 0.35% Reduce -1.7% 8,706 $2.5M
JMG Financial Group, Ltd. 0.06% Add +70.5% 8,701 $2.5M
PlanVest Financial, Inc 1.68% Add +6.1% 8,696 $2.5M
Dogwood Wealth Management LLC 0.99% Reduce -4.2% 8,690 $2.5M
Waterford Advisors, LLC 0.69% Add +3.5% 8,679 $2.5M
Wallace Hart LLC 1.57% Add +96.1% 8,670 $2.5M
Langley Wealth Management, LLC 2.44% — 8,660 $2.5M
C M Bidwell & Associates Ltd. 1.02% Add +8.1% 8,658 $2.5M
Oliver Luxxe Assets LLC 0.37% Add +0.1% 8,656 $2.5M
Clearview Wealth Management LLC 1.61% Reduce -0.1% 8,648 $2.5M
Sherman Wealth Management LLC 1.88% Reduce -4.7% 8,641 $2.5M
Cunning Capital Partners, LP 1.01% No change 8,640 $2.5M
Koesten, Hirschmann & Crabtree, INC. 1.04% Reduce -1.1% 8,638 $2.5M
Pring Turner Capital Group Inc. 1.43% Reduce -12.6% 7,986 $2.5M
GR Financial Group, LLC 0.34% Reduce -0.1% 8,621 $2.5M
LifeGuide Financial Advisors, LLC 0.71% Add +0.2% 8,617 $2.5M
Financial Sense Advisors, Inc. 0.54% Reduce -5.5% 8,610 $2.5M
Stone House Investment Management, LLC 0.33% Add +6.9% 8,606 $2.5M
Elevate Capital Advisors, LLC 1.38% Reduce -9.9% 8,599 $2.5M
Robinson Smith Wealth Advisors LLC 1.49% Reduce -9.2% 8,598 $2.5M
JBGlobal.com LLC 2.18% No change 8,595 $2.5M
Equita Financial Network, Inc. 0.69% Add +2.3% 8,582 $2.5M
Kooman & Associates 0.67% Add +0.9% 8,569 $2.5M
Sterling Investment Management, LLC 1.36% Reduce -8.4% 8,567 $2.5M
Wallace Advisory Group, LLC 2.33% Add +11.9% 8,565 $2.5M
Torrey Growth & Income Advisors 0.84% Reduce -5.2% 8,595 $2.5M
Arbor Capital Management Inc. 2.44% Reduce -10.9% 7,776 $2.5M
Brightwater Advisory LLC 1.56% Reduce -1.8% 8,524 $2.5M
Persium Advisors, LLC 1.60% Add +37.3% 8,479 $2.5M
Climber Capital SA 1.50% Reduce -22.4% 8,495 $2.5M
VAUGHAN & Co SECURITIES, INC. 1.14% Reduce -0.3% 8,469 $2.5M
FC Advisory LLC 0.65% Add +0.0% 8,463 $2.4M
Sharp Wealth Advisory, LLC 1.13% Add +2.3% 8,457 $2.4M
Bruce G. Allen Investments, LLC 1.56% Add +4.1% 8,454 $2.4M
Viewpoint Capital Management LLC 1.25% Reduce -30.2% 8,449 $2.4M
Galilei Investment Office LLP 1.12% No change 8,449 $2.4M
DUTCH ASSET Corp 1.21% Add +3.7% 8,431 $2.4M
Morton Brown Family Wealth, LLC 0.55% Reduce -2.0% 8,410 $2.4M
Level Financial Advisors 0.54% Reduce -1.1% 8,407 $2.4M
Aegis Wealth Management LLC 1.14% Reduce -2.4% 8,402 $2.4M
Armbruster Capital Management, Inc. 0.36% Reduce -3.9% 8,401 $2.4M
Arkansas Financial Group, Inc. 0.32% Add +0.9% 8,401 $2.4M
Nicholson Meyer Capital Management, Inc. 1.62% Reduce -4.2% 8,395 $2.4M
Hurley Capital, LLC 1.26% Add +0.3% 8,372 $2.4M
Genesis Wealth Advisors, LLC 1.45% No change 8,358 $2.4M
Wisconsin Wealth Advisors, LLC 2.07% Reduce -0.1% 8,356 $2.4M
BDF-Gestion 0.32% Reduce -10.6% 255,679 $2.4M
Alpha Capital Advisors Inc. 2.08% Reduce -2.5% 8,332 $2.4M
Corsair Capital Management, L.P. 0.30% Reduce -7.5% 8,312 $2.4M
Graney & King, LLC 0.86% Add +0.8% 8,304 $2.4M
WorthPointe, LLC 0.60% Reduce -26.4% 8,303 $2.4M
Cadia Private Client LLC 1.72% Reduce -2.1% 8,299 $2.4M
Thompson Davis & Co., Inc. 1.43% Add +84.0% 8,273 $2.4M
Auour Investments LLC 0.69% No change 8,268 $2.4M
Robinswood Financial LLC 0.68% Add +3.7% 8,251 $2.4M
Joule Financial, LLC 0.65% Add +2.2% 8,244 $2.4M
Three Bridge Wealth Advisors, LLC 0.60% Reduce -1.4% 8,235 $2.4M
Financial Planning Navigators CORP 0.89% Add +11.8% 8,217 $2.4M
Range Financial Group LLC 0.65% Reduce -2.5% 8,212 $2.4M
R Squared Ltd 1.25% Reduce -56.4% 8,201 $2.4M
Tran Capital Management, L.P. 0.27% Reduce -5.8% 8,201 $2.4M
Hill Investment Group Partners, LLC 0.24% Add +27.5% 8,198 $2.4M
Smith & Howard Wealth Management, LLC 0.49% Reduce -10.4% 8,193 $2.4M
Unique Wealth Strategies, LLC 0.86% Reduce -0.0% 8,180 $2.4M
Courage Miller Partners, LLC 0.62% Add +0.0% 8,179 $2.4M
Eubel Brady & Suttman Asset Management Inc. 0.30% Add +1.1% 8,160 $2.4M
America First Investment Advisors, LLC 0.44% Reduce -1.8% 8,156 $2.4M
Targeted Financial Services LLC 1.74% No change 8,154 $2.4M
Blue Capital, Inc. 1.49% Reduce -1.0% 8,138 $2.4M
Stewardship Advisors, LLC 0.49% Add +1.1% 8,122 $2.4M
Entelevest, LLC 2.06% Reduce -1.8% 8,116 $2.3M
Campbell Deegan Wealth Management, LLC 1.67% Reduce -4.8% 8,110 $2.3M
Flywheel Private Wealth LLC 1.16% No change 8,101 $2.3M
Ridgepath Capital Management LLC 1.03% Add +17.0% 8,097 $2.3M
Redwood Financial Network Corp 1.30% Reduce -1.5% 8,082 $2.3M
Leicht Financial Planning & Wealth Management, Inc. 0.96% No change 8,063 $2.3M
Shelter Rock Management, LLC 2.26% Add +1.4% 8,062 $2.3M
Capital Asset Managemnet, LLC 5.25% Reduce -31.2% 8,061 $2.3M
Delphi Management Inc. 2.28% Reduce -0.3% 8,060 $2.3M
Fidelity D & D Bancorp Inc. 0.80% Add +10.1% 8,037 $2.3M
Wealth Management Nebraska 0.21% Reduce -2.2% 8,007 $2.3M
Woodbridge Co Ltd 0.01% No change 8,000 $2.3M
Aristotle Capital Management, LLC 0.00% No change 8,000 $2.3M
Kirkwood Financial Services 0.66% Add +0.1% 7,988 $2.3M
Strid Group, LLC 0.26% Add +0.9% 7,982 $2.3M
Tribridge Partners Financial LLC 0.90% Reduce -1.6% 6,847 $2.3M
Marquette Asset Management, LLC 0.30% No change 7,964 $2.3M
Echo Wealth Management, LLC 1.17% Add +8.5% 7,954 $2.3M
Wilkerson Advisory Group LLC 0.71% Add +1.8% 7,944 $2.3M
Lakeside Advisors, INC. 1.45% No change 7,944 $2.3M
Gentry Private Wealth, LLC 1.18% Add +15.6% 7,935 $2.3M
New England Capital Financial Advisors LLC 0.55% Reduce -3.0% 7,922 $2.3M
Lauterbach Financial Advisors, LLC 0.99% Reduce -12.2% 7,917 $2.3M
Financial Advisory Corp 0.30% Add +1.1% 7,875 $2.3M
Integrated Wealth Management 2.41% Reduce -2.1% 7,874 $2.3M
Essential Partners LLC 1.05% Add +11.8% 7,865 $2.3M
Wealth Advisors Northwest LLC 0.78% Add +7.0% 7,856 $2.3M
Rasp Wealth Solutions, LLC 0.76% — 7,850 $2.3M
Alpha Financial Partners LLC 1.19% Add +1.3% 7,848 $2.3M
Advocate Investing Services LLC 1.75% Add +0.5% 7,847 $2.3M
Rwwm, Inc. 0.17% Add +7.7% 7,841 $2.3M
Howard Bailey Securities, LLC 0.85% Reduce -2.0% 7,833 $2.3M
Stonekeep Investments, LLC 1.32% Add +11.6% 7,828 $2.3M
Tealwood Asset Management Inc. 0.87% Reduce -20.4% 7,824 $2.3M
OneAscent Wealth Management LLC 0.67% Reduce -2.3% 7,805 $2.3M
SPX Gestao de Recursos Ltda 0.25% New 7,800 $2.3M
Hansen & Associates Financial Group, Inc. 1.29% Add +15.4% 7,209 $2.3M
Trevian Wealth Management LLC 0.96% Add +3.3% 7,782 $2.3M
Western Reserve Capital Management, LLC 1.67% No change 7,774 $2.2M
Momentum Wealth Planning, LLC 1.70% Add +153.5% 7,759 $2.2M
Zenith Solutions, Inc. 2.03% — 7,755 $2.2M
Valley Financial Group, Inc. 1.11% Reduce -0.8% 7,747 $2.2M
Keeler Thomas Management LLC 0.79% Add +2.7% 7,744 $2.2M
Richard Young Associates, Ltd. 1.49% Add +1.3% 7,741 $2.2M
Lynch Investment Planning, LLC 1.72% Reduce -11.4% 7,728 $2.2M
Whipplewood Advisors, LLC 1.50% Reduce -43.8% 7,727 $2.2M
Tolleson Wealth Management, Inc. 0.30% Add +0.2% 7,712 $2.2M
Stephenson & Company, Inc. 1.04% Add +0.8% 7,704 $2.2M
Highland Financial Advisors, LLC 0.49% Add +1.9% 7,679 $2.2M
Genesis Private Wealth, LLC 0.62% Reduce -3.5% 7,678 $2.2M
Gaddis Premier Wealth Advisors LLC 1.35% Add +1.2% 7,655 $2.2M
Bosman Wealth Management, LLC 1.37% Add +0.0% 7,651 $2.2M
Insight 2811, Inc. 0.90% Reduce -0.5% 7,649 $2.2M
Lifelong Wealth Advisors, Inc. 0.52% Add +2.7% 7,641 $2.2M
Beaumont Asset Management, L.L.C. 0.86% Add +23.2% 7,641 $2.2M
Reyes Financial Architecture, Inc. 1.24% Reduce -12.3% 7,625 $2.2M
United Financial Planning Group LLC 1.12% Reduce -3.7% 7,621 $2.2M
Wealthcare Capital Management LLC 0.21% Reduce -15.5% 7,618 $2.2M
Hoge Financial Services, LLC 1.05% Add +1.0% 7,616 $2.2M
HighMark Wealth Management LLC 0.74% Reduce -3.0% 7,608 $2.2M
Laidlaw Wealth Management LLC 6.27% Reduce -42.7% 7,597 $2.2M
White Wing Wealth Management 1.15% Reduce -0.1% 7,588 $2.2M
Mustard Seed Financial, LLC 1.14% Reduce -6.6% 7,586 $2.2M
Guidance Point Advisors, LLC 0.47% Reduce -0.8% 7,582 $2.2M
Horrell Capital Management, Inc. 1.00% Reduce -0.7% 7,575 $2.2M
WealthPoint Financial, LLC 1.60% Add +17.7% 7,573 $2.2M
Clarkston Capital Partners, LLC 0.18% Reduce -31.6% 7,547 $2.2M
Wingate Wealth Advisors, Inc. 0.96% Reduce -9.5% 7,547 $2.2M
Cornerstone Financial Management LLC 1.75% Add +8.0% 7,544 $2.2M
Base Wealth Management LLC 1.01% Add +3.7% 7,540 $2.2M
Portland Investment Counsel Inc. 0.61% No change 7,535 $2.2M
Prospera Capital Management, LLC 0.68% Add +2.9% 6,975 $2.2M
Awm Capital, LLC 0.17% Add +30.0% 7,525 $2.2M
Holland Advisory Services, Inc. 2.40% Reduce -1.7% 7,524 $2.2M
VestGen Investment Management 1.15% Add +9.3% 7,524 $2.2M
Plum Street Advisors, LLC 0.69% Add +2.9% 7,513 $2.2M
Oakland Financial Corp. 48.08% No change 7,500 $2.2M
Bellwether Advisors, LLC 0.32% Reduce -27.9% 7,490 $2.2M
Foundation Wealth Management, LLC\PA 0.65% Add +46.4% 7,489 $2.2M
Verdad Advisers, LP 2.06% New 7,445 $2.2M
Oak Wealth Advisors LLC 1.03% Add +37.2% 7,431 $2.2M
Strategic Point Investment Advisors, LLC 0.28% Add +2.2% 7,416 $2.1M
Fiscal Wisdom Wealth Management, LLC 1.82% Add +3.1% 7,409 $2.1M
PICTET BANK & TRUST Ltd 2.30% Add +1.1% 7,404 $2.1M
Markin Asset Management, LP 1.83% Reduce -1.5% 7,395 $2.1M
Michael Brady & Co., LLC 1.89% Reduce -4.5% 7,395 $2.1M
Arcadia Wealth Management, Inc. 1.02% Add +1.2% 7,391 $2.1M
Eagle Bluffs Wealth Management LLC 0.71% Add +1.9% 7,387 $2.1M
Ark Wealth Advisors LLC 1.90% Add +6.5% 7,386 $2.1M
Mason & Associates, LLC 0.44% No change 7,386 $2.1M
Braun-Bostich & Associates Inc. 1.19% Add +15.7% 7,377 $2.1M
First Fiduciary Investment Counsel, Inc. 0.40% Add +14.2% 7,370 $2.1M
Friedenthal Financial 0.99% Add +80.3% 7,371 $2.1M
TopTier Wealth Management, LLC 1.29% Add +0.1% 7,368 $2.1M
Stirlingshire Investments, Inc. 1.58% Add +6.3% 7,357 $2.1M
Aufman Associates Inc 0.85% Reduce -5.1% 7,354 $2.1M
Probity Advisors, Inc. 0.30% Reduce -1.0% 7,350 $2.1M
Retirement Investment Advisors, Inc. 0.15% Add +3.6% 6,698 $2.1M
RTD Financial Advisors, Inc. 0.23% Reduce -5.9% 7,344 $2.1M
Lawood & Co. 1.44% Add +5.3% 7,337 $2.1M
Sincerus Advisory, LLC 1.44% Add +1.3% 7,329 $2.1M
Manitou Investment Management Ltd. 0.39% Reduce -85.0% 7,322 $2.1M
Beacon Financial Planning, Inc. 0.72% Add +3.9% 7,317 $2.1M
Maseco LLP 0.06% Add +0.0% 7,306 $2.1M
Wealth Group Ltd 0.40% Reduce -2.0% 7,298 $2.1M
Financial Guidance Group, Inc. 0.79% No change 7,279 $2.1M
Kelsey Financial, LLC 1.60% Add +1.6% 7,278 $2.1M
Goodman Financial Corp 0.33% Reduce -2.0% 7,277 $2.1M
Henrickson Nauta Wealth Advisors, Inc. 0.51% Add +35.5% 7,267 $2.1M
PCB Capital LLC 2.55% Add +4.6% 7,235 $2.1M
Hopwood Financial Services, Inc. 1.21% Add +0.9% 7,229 $2.1M
Lowery Thomas, LLC 1.02% Reduce -6.0% 7,226 $2.1M
Pinnacle Wealth Management, LLC 1.29% Reduce -3.1% 7,216 $2.1M
Bravias Capital Group, LLC 1.24% Reduce -6.8% 7,215 $2.1M
FWG Investments, LLC. 1.10% Add +1.2% 7,209 $2.1M
Meredith Wealth Planning 0.49% Add +4.1% 7,181 $2.1M
Altar Rock LLC 3.03% Reduce -26.5% 7,173 $2.1M
Fairway Wealth LLC 0.47% Add +49.7% 7,164 $2.1M
Pilgrim Partners Asia Pte Ltd 0.91% Reduce -52.8% 7,150 $2.1M
Juno Financial Group LLC 0.73% Add +2.4% 7,146 $2.1M
Tillman Hartley LLC 0.46% Reduce -16.3% 7,145 $2.1M
Navera Investment Management Ltd. 0.06% Reduce -10.1% 7,144 $2.1M
Alternative Investment Advisors, LLC. 0.80% Add +3.7% 7,129 $2.1M
Mokosak Advisory Group, LLC 0.45% Add +0.1% 7,126 $2.1M
City Center Advisors, LLC 1.67% Reduce -3.7% 7,117 $2.1M
Paragon Advisors, LLC 0.43% Add +18.6% 7,113 $2.1M
Meriwether Wealth & Planning, LLC 1.02% Add +5.1% 7,105 $2.1M
Kanen Wealth Management LLC 0.50% Add +0.0% 7,103 $2.1M
Harbor Group, Inc. 0.24% Reduce -20.9% 7,097 $2.1M
Passive Capital Management, LLC. 0.64% Reduce -3.8% 7,550 $2.1M
Evergreen Wealth Partners LLC 1.23% Add +3.6% 7,093 $2.1M
Veridan Wealth LLC 0.71% Reduce -4.7% 7,083 $2.0M
Horizon Family Wealth, Inc. 0.93% Add +0.7% 7,069 $2.0M
Summitas Investment Management LLC 1.52% No change 7,066 $2.0M
Kilter Group LLC 0.74% Add +1.4% 7,061 $2.0M
Wagner Wealth Management, Corp 1.65% Reduce -1.8% 7,050 $2.0M
Grange Capital, LLC 1.88% Reduce -5.2% 7,047 $2.0M
Marshall & Sterling Wealth Advisors Inc. 1.21% Reduce -1.4% 7,045 $2.0M
Seaside Wealth Management, Inc. 0.50% Add +10.6% 7,031 $2.0M
Coign Capital Advisors LLC 0.91% Reduce -1.1% 7,001 $2.0M
Jordan Park Group LLC 0.10% No change 7,000 $2.0M
Ebert Capital Management Inc. 1.90% Reduce -1.9% 6,999 $2.0M
Burr Financial Services, LLC 1.26% Reduce -6.6% 6,998 $2.0M
Independence Wealth Advisors, LLC 1.01% Add +0.6% 6,986 $2.0M
Arcus Capital Partners, LLC 0.84% Reduce -53.1% 6,983 $2.0M
Stillwater Private Wealth, LLC 1.32% Add +3.3% 6,686 $2.0M
Beckerman Institutional, LLC 0.96% No change 6,972 $2.0M
Prentiss Smith & Co. Inc. 1.11% Add +4.5% 6,969 $2.0M
Turim 21 Investimentos Ltda. 0.33% No change 6,967 $2.0M
Phillips Wealth Planners LLC 1.48% Add +2.3% 6,474 $2.0M
1015 Capital Partners, LLC 1.68% Add +1.9% 6,949 $2.0M
GGM Financial LLC 0.76% Add +0.4% 6,947 $2.0M
Boyum Wealth Architects LLC 0.80% No change 6,331 $2.0M
Earnest Partners LLC 0.01% No change 6,918 $2.0M
Vermillion & White Wealth Management Group, LLC 1.01% Add +2.1% 6,899 $2.0M
Truefg, LLC 0.46% Reduce -3.7% 6,872 $2.0M
Williams Financial, LLC 1.03% Reduce -7.6% 6,865 $2.0M
Eliot Finkel Investment Counsel, LLC 0.93% No change 6,860 $2.0M
Capital Investment Management, Inc. 0.61% Reduce -16.3% 6,848 $2.0M
Gibson Wealth Advisors LLC 1.23% Add +0.0% 6,835 $2.0M
Avid Wealth Partners LLC 0.96% Reduce -5.3% 6,833 $2.0M
Mach-1 Financial Group, LLC 0.77% Reduce -37.9% 6,830 $2.0M
Rakuten Securities, Inc. 0.46% Add +11.4% 6,824 $2.0M
J.M. Arbour, LLC 1.70% Add +6.5% 6,821 $2.0M
Capital Investment Services of America, Inc. 0.19% No change 6,819 $2.0M
Heron Bay Capital Management 0.18% Add +38.8% 6,810 $2.0M
Investment Planning Advisors, Inc. 0.46% Add +16.9% 6,808 $2.0M
Shelton Wealth Management, LLC 0.78% Reduce -4.0% 6,802 $2.0M
Breachway Investments LLC 2.96% Reduce -23.7% 6,798 $2.0M
Meridian Financial Advisors, LLC 0.94% Reduce -2.1% 6,792 $2.0M
M Wealth Management, LLC 1.54% No change 6,791 $2.0M
Severin Investments, LLC 1.48% Add +24.0% 6,791 $2.0M
Essential Planning, LLC. 0.56% Reduce -1.7% 6,790 $2.0M
a16z Perennial Management, L.P. 0.16% Reduce -73.7% 6,790 $2.0M
Camelot Portfolios, LLC 1.39% Add +53.9% 6,784 $2.0M
Journey Retirement Planning & Investment Management LLC 1.53% Add +27.2% 6,782 $2.0M
Unified Investment Management 1.83% Reduce -4.6% 6,782 $2.0M
SRH Advisors, LLC 0.50% Add +0.0% 6,767 $2.0M
Orcam Financial Group 0.96% Add +249.7% 6,759 $2.0M
Newport Capital Group, LLC 1.10% Reduce -40.8% 6,756 $2.0M
Expressive Wealth LLC 1.85% Add +4.5% 6,757 $2.0M
Encore Global Management, LP 1.92% Reduce -10.0% 6,750 $2.0M
Slocum, Gordon & Co LLP 1.30% Add +0.1% 6,738 $1.9M
Virtus Investment Advisers, LLC 0.45% New 6,733 $1.9M
Ergawealth Advisors, Inc. 0.76% Reduce -6.8% 6,730 $1.9M
Worthington Financial Partners, LLC 1.61% Reduce -9.8% 6,726 $1.9M
American National Bank of Texas 1.78% Reduce -6.8% 6,725 $1.9M
Investment Counsel Co. of Nevada 3.63% Add +0.4% 6,716 $1.9M
Clear Investment Research, LLC 3.02% Add +6.5% 6,702 $1.9M
Mission Hills Financial Advisory, LLC 0.85% Add +2.3% 6,687 $1.9M
Ti-Trust, Inc. 1.04% Add +1.6% 6,685 $1.9M
Reston Wealth Management LLC 0.52% Reduce -2.2% 6,680 $1.9M
marrick wealth, LLC 1.37% Add +0.8% 6,674 $1.9M
Battery Global Advisors, LLC 0.96% Add +0.1% 6,656 $1.9M
Stonebridge Wealth Management, LLC 1.72% Reduce -6.6% 6,648 $1.9M
Cedar Point Capital Partners, LLC 1.11% Reduce -0.2% 6,645 $1.9M
Financial Futures Ltd Liability Co. 0.73% Reduce -3.0% 6,625 $1.9M
Gainplan LLC 0.75% Add +3.2% 6,622 $1.9M
Dark Forest Capital Management LP 0.12% Reduce -74.5% 6,621 $1.9M
Rebalance, LLC 0.10% Add +0.6% 6,616 $1.9M
Fortis Advisors, LLC 0.90% Add +2.2% 6,614 $1.9M
PFG Private Wealth Management, LLC 0.83% Add +8.6% 6,613 $1.9M
Cooper Capital Advisors LLC 0.83% No change 6,600 $1.9M
Sightline Wealth Advisors, LLC 0.70% Add +14.6% 6,596 $1.9M
Kure Advisory, LLC 0.90% Reduce -2.5% 6,593 $1.9M
Carroll Advisory Group, LLC 0.63% Reduce -5.8% 6,591 $1.9M
HFG Wealth Management, LLC 1.92% Reduce -34.2% 6,590 $1.9M
Aegis Wealth Management, Inc. 1.23% Add +12.8% 6,587 $1.9M
JDH Wealth Management, LLC 1.16% Add +5.8% 6,580 $1.9M
Financial Concepts Unlimited, Inc. 1.49% Reduce -15.7% 6,570 $1.9M
Roble, Belko & Company, Inc 0.20% Add +17.6% 6,550 $1.9M
Benson Wealth Management INC 1.90% Add +41.4% 6,532 $1.9M
Clear Retirement Advice LLC 1.29% Reduce -28.7% 6,525 $1.9M
Lionsbridge Wealth Management LLC 1.85% Reduce -5.0% 6,522 $1.9M
McNamara Financial Services, Inc. 0.33% Add +7.5% 6,515 $1.9M
Corundum Trust Company, INC 5.03% No change 6,512 $1.9M
Schwartz Investment Counsel Inc. 0.06% No change 6,500 $1.9M
Capital CS Group, LLC 2.73% Add +61.4% 6,481 $1.9M
Marotta Asset Management 0.31% Add +1.7% 6,368 $1.9M
Dala Group, LLC 1.54% Reduce -39.1% 6,475 $1.9M
Chatterton & Associates Inc. 1.10% Add +2.4% 5,920 $1.9M
Hegarty Advisors, LLC 1.29% Reduce -1.3% 6,468 $1.9M
Hyperion Capital Advisors LP 0.84% No change 6,458 $1.9M
Merited Wealth, LLC 1.32% Reduce -0.1% 6,454 $1.9M
Presilium Private Wealth, LLC 0.29% Add +5.8% 6,447 $1.9M
BG Investment Services, LLC 1.34% Reduce -4.8% 6,447 $1.9M
Evansbrook LLC 1.11% Reduce -20.5% 6,433 $1.9M
Silver Oak Wealth Advisors Services, LLC 1.11% Reduce -3.0% 6,421 $1.9M
Chico Wealth RIA 0.97% Add +3.9% 6,408 $1.9M
Vista Finance, LLC 1.04% Add +11.7% 6,408 $1.9M
EnRich Financial Partners LLC 0.44% No change 6,394 $1.9M
Verity Asset Management, Inc. 0.70% Add +8.4% 6,392 $1.8M
Rodgers & Associates, LTD 0.17% Add +0.8% 6,370 $1.8M
HMV Wealth Advisors, LLC 0.72% Add +31.5% 6,367 $1.8M
Long Island Wealth Management, Inc. 0.76% Add +28.9% 6,357 $1.8M
Prepared Retirement Institute LLC 0.78% Reduce -0.0% 6,343 $1.8M
Define Financial, LLC 0.84% Add +23.1% 6,342 $1.8M
Odyssey Group, LLC 0.50% — 6,340 $1.8M
AXA S.A. 2.00% Reduce -75.4% 7,195 $1.8M
Horizon Kinetics Asset Management LLC 0.02% Reduce -1.6% 6,323 $1.8M
Horizon Financial Services, LLC 0.70% Add +25.2% 6,321 $1.8M
Bare Financial Services, Inc 0.42% Add +10.0% 6,318 $1.8M
BankChampaign, National Association 1.40% Add +2.2% 6,314 $1.8M
Cottonwood Capital Advisors, LLC 1.10% Reduce -0.1% 6,314 $1.8M
Claris Advisors, LLC / Mo / 0.48% Add +0.6% 6,310 $1.8M
William Howard & Co Financial Advisors Inc 1.42% Reduce -1.6% 6,307 $1.8M
MBE Wealth Management, LLC 0.64% Add +1.9% 6,288 $1.8M
Ehrlich Financial Group 0.94% Add +0.2% 6,284 $1.8M
Phillip James Consulting Co. 1.21% No change 6,270 $1.8M
Beacon Harbor Wealth Advisors, Inc. 0.35% Reduce -82.4% 5,873 $1.8M
Sbe LLC Dba Cedar Cove Wealth Partners 0.85% Reduce -1.3% 6,266 $1.8M
Unify Financial Advisors 1.67% Reduce -1.4% 6,263 $1.8M
Curio Wealth, LLC 0.56% Reduce -1.5% 6,259 $1.8M
Advisory Advocates, LLC 1.55% Reduce -7.3% 6,255 $1.8M
Tandem Wealth Advisors LLC 0.72% Add +4.6% 6,249 $1.8M
Ninepoint Partners LP 0.16% Add +8.0% 6,227 $1.8M
Cushing Capital Partners, LLC 1.24% Reduce -0.2% 6,227 $1.8M
AllGen Financial Advisors, Inc. 0.39% No change 6,225 $1.8M
Hopwood Nicholas Hunter 0.49% Add +0.3% 6,215 $1.8M
Yoffe Investment Management, LLC 2.06% No change 6,212 $1.8M
DBK Financial Counsel, LLC 1.51% Reduce -2.5% 6,205 $1.8M
Lutz Financial Services LLC 0.11% Add +2.5% 6,200 $1.8M
Lee Johnson Capital Management, LLC 0.56% Reduce -20.6% 6,197 $1.8M
Schiavi & Co LLC 0.47% Add +128.9% 6,195 $1.8M
Kinloch Capital, LLC 0.65% Add +9.7% 6,185 $1.8M
Decker Retirement Planning Inc. 0.61% Add +8.4% 6,183 $1.8M
Fortress Financial Group, LLC 0.89% Reduce -22.1% 6,177 $1.8M
Resolute Capital, LLC 0.62% Add +74.5% 6,176 $1.8M
North Point Portfolio Managers Corp. 0.29% Reduce -1.4% 6,166 $1.8M
Fairbanks Capital Management, Inc. 1.06% Reduce -48.7% 6,160 $1.8M
Western Financial Corp 0.52% Reduce -4.8% 6,160 $1.8M
Catalyst Investment Management LLC 1.61% Add +1.2% 6,143 $1.8M
Guardsman Private Capital Management, Inc. 1.24% No change 6,128 $1.8M
OneAscent Family Office, LLC 0.89% Add +36.0% 6,117 $1.8M
Professional Financial Solutions LLC 1.38% Add +0.5% 6,115 $1.8M
Matthew Goff Investment Advisor, LLC 0.30% Reduce -1.9% 6,113 $1.8M
Engineers Gate Manager LP 0.02% Reduce -84.4% 6,110 $1.8M
Walser Wealth Management Company, A Ltd Liability Co 0.73% Reduce -39.1% 6,105 $1.8M
Spectrum Asset Management, Inc. (NB/CA) 0.49% Add +28.7% 6,103 $1.8M
Greenhouse Wealth Management, LLC 1.24% No change 6,103 $1.8M
Blue Jean Financial LLC 1.23% Reduce -58.0% 6,101 $1.8M
Adalta Capital Management LLC 0.77% Reduce -18.7% 6,095 $1.8M
Lavelle Capital LP 0.90% Add +0.7% 6,088 $1.8M
Gross & Hartman Investments LLC 0.78% Reduce -7.4% 6,085 $1.8M
Altrius Capital Management Inc 0.33% Reduce -1.1% 6,072 $1.8M
Compton Financial Group, LLC 0.34% Add +0.8% 6,067 $1.8M
Red Reef Advisors LLC 1.62% Add +3.5% 6,065 $1.8M
Bucket List Wealth Management, LLC 0.86% Add +1.9% 6,065 $1.8M
Northwest Wealth Advisors, LLC 1.01% Add +1.7% 6,061 $1.8M
Legacy Wealth Managment, LLC 0.72% Add +10.4% 6,061 $1.8M
Seneca Financial Advisors LLC 0.46% Reduce -2.4% 6,061 $1.8M
Grove Street Fiduciary, LLC 0.74% Reduce -0.8% 6,060 $1.8M
Black Swift Group, LLC 0.25% Reduce -0.7% 6,045 $1.7M
Post Resch Tallon Group Inc. 1.21% Add +0.5% 6,037 $1.7M
Caitlin John, LLC 0.96% Add +83.7% 6,021 $1.7M
GoalFusion Wealth Management, LLC 0.70% Add +43.1% 6,014 $1.7M
Mainsail Financial Group, LLC 0.59% Add +2.2% 6,014 $1.7M
First Growth Capital LLC 1.32% Reduce -23.8% 6,011 $1.7M
Sippican Capital Advisors 1.06% No change 6,008 $1.7M
PeakShares LLC 1.29% Add +2.0% 6,003 $1.7M
Mork Capital Management, LLC 1.11% No change 6,000 $1.7M
Bayshore Asset Management, LLC 0.62% Add +23.5% 5,998 $1.7M
Twin Tree Management, LP 0.27% New 5,996 $1.7M
Lesa Sroufe & Co 1.24% Add +0.0% 5,993 $1.7M
Stance Capital LLC 0.53% Add +12.0% 5,991 $1.7M
Evolution Wealth Management Inc. 1.02% Add +3.6% 5,990 $1.7M
George Kaiser Family Foundation 0.17% Add +213.9% 5,989 $1.7M
Prescott Group Capital Management, L.L.C. 0.15% Add +213.9% 5,989 $1.7M
Baron Financial Group, LLC 0.83% Add +0.0% 5,986 $1.7M
Steelhead Wealth Management LLC 0.70% Add +46.6% 5,971 $1.7M
Seven Post Investment Office LP 0.49% Add +20.2% 5,951 $1.7M
Pitti Group Wealth Management, LLC 1.25% Reduce -4.8% 5,946 $1.7M
Broyhill Asset Management, LLC 1.53% No change 5,945 $1.7M
Michels Family Financial, LLC 1.10% Add +3.7% 5,944 $1.7M
Carolina Wealth Management Inc 0.79% — 5,942 $1.7M
Compass Financial Services Inc 0.64% Reduce -0.1% 5,936 $1.7M
Davis Wealth Advisors, LLC 1.33% Reduce -1.7% 5,928 $1.7M
Addison Advisors LLC 0.81% Reduce -76.4% 5,926 $1.7M
Partners in Financial Planning 0.26% Reduce -3.7% 5,921 $1.7M
Kagan Cocozza Asset Management 1.07% Reduce -0.8% 5,911 $1.7M
Capital Management Associates 2.20% No change 5,900 $1.7M
Great Oak Capital Partners, LLC 0.37% Reduce -1.8% 5,381 $1.7M
Midwestern Financial, LLC 1.19% Reduce -0.9% 5,885 $1.7M
Optima Capital LLC 0.67% Add +1.3% 5,879 $1.7M
Columbia Advisory Partners LLC 0.94% Add +0.5% 5,873 $1.7M
Longview Financial Advisors LLC 0.84% No change 5,861 $1.7M
Biltmore Wealth Management, LLC 0.53% Reduce -3.8% 5,851 $1.7M
Hubbell Strickland Wealth Management, LLC 0.61% Reduce -0.0% 5,838 $1.7M
21 West Wealth Management LLC 1.44% Reduce -0.0% 5,834 $1.7M
Hanseatic Management Services Inc. 1.24% Add +3.7% 5,833 $1.7M
Groesbeck Investment Management Corp. 2.69% No change 5,830 $1.7M
Blue Water Asset Management 0.54% Add +2.2% 5,827 $1.7M
Prism Planning Partners LLC 1.78% Add +1.0% 5,826 $1.7M
Endowment Wealth Management, Inc. 0.65% Add +9.8% 5,820 $1.7M
Avanda Investment Management Pte. Ltd. 2.27% Add +100.7% 5,820 $1.7M
IFS Group,LLC 2.31% Reduce -14.1% 5,815 $1.7M
AlphaGrep UK Ltd 0.51% Reduce -52.6% 5,807 $1.7M
Kapitalo Investimentos Ltda 0.13% Add +29.6% 5,802 $1.7M
ATX Financial Planning, LLC 1.11% Reduce -3.0% 5,788 $1.7M
Beacon Wealthcare LLC 0.54% No change 5,780 $1.7M
CMC Financial Group 3.24% Reduce -24.7% 5,772 $1.7M
Jim Saulnier & Associates, LLC 0.67% Reduce -3.9% 5,767 $1.7M
Up Capital Management, Inc. 1.29% Reduce -0.5% 5,752 $1.7M
DCF Advisers, LLC 0.44% No change 5,750 $1.7M
Wealthstar Advisors, LLC 0.83% Add +0.0% 5,738 $1.7M
Citrine Capital LLC 0.61% Add +2.7% 5,737 $1.7M
Sheridan Capital Management, LLC 0.80% Add +0.0% 5,734 $1.7M
Copia Wealth Management 1.00% Reduce -1.0% 5,730 $1.7M
Tepp RIA, LLC 1.12% Add +8.7% 5,729 $1.7M
SoundView Advisors Inc. 0.54% Add +2.7% 5,729 $1.7M
Gruss & Co., LLC 4.33% Add +35.7% 5,700 $1.6M
CDM Financial Counseling Services, Inc. 1.42% Reduce -10.9% 5,696 $1.6M
IAG Wealth Partners, LLC 0.16% Reduce -3.0% 5,689 $1.6M
FORM Wealth Advisors, LLC 0.18% Reduce -2.5% 5,651 $1.6M
Equity Wealth Partners, LLC 0.59% Add +51.7% 5,646 $1.6M
Opulen Financial Group LLC 1.03% Add +8.7% 5,633 $1.6M
GatePass Capital, LLC 0.63% Add +8.4% 5,628 $1.6M
Aull & Monroe Investment Management Corp 0.68% Add +4.0% 5,625 $1.6M
Welch Capital Partners LLC 0.32% No change 5,601 $1.6M
S&T Bank 0.49% Add +15.3% 5,601 $1.6M
ArchPoint Investors 0.34% No change 5,586 $1.6M
Parker Financial LLC 0.59% Reduce -0.1% 5,581 $1.6M
Horizon Bancorp Inc. 0.76% Reduce -4.3% 5,582 $1.6M
Alpine Global Management, LLC 0.27% New 5,581 $1.6M
Intentional Wealth Strategies, LLC 1.51% Reduce -1.7% 5,575 $1.6M
Cornerstone Wealth Advisors, Inc. 0.34% Add +2.8% 5,574 $1.6M
3 Factor Indexing, LLC 1.36% Add +0.0% 5,570 $1.6M
Your Advocates Ltd., LLP 0.46% Reduce -0.1% 5,565 $1.6M
Durante & Waters, LLC 1.05% Reduce -1.4% 5,552 $1.6M
Kraft, Davis & Associates, LLC 0.34% Add +0.3% 5,106 $1.6M
Keenan, LLC 1.13% Reduce -2.1% 5,542 $1.6M
Mawer Investment Management Ltd. 0.01% Add +43.8% 5,510 $1.6M
Oceanside Advisors LLC 0.80% Add +42.7% 5,504 $1.6M
Attessa Capital LLC 0.71% Add +14.0% 5,502 $1.6M
Cedrus Wealth Group LLC 1.39% Reduce -0.4% 5,491 $1.6M
O'Connor Financial Group LLC 0.56% Add +26.5% 5,491 $1.6M
Stack Financial Management, Inc 0.12% No change 5,487 $1.6M
Dynamic Financial Group 1.20% Add +0.1% 5,486 $1.6M
Heritage Wealth Management, Inc./Texas 0.61% Add +22.6% 5,475 $1.6M
Carter Financial, LLC 1.18% Reduce -5.9% 5,461 $1.6M
Live Oak Investment Partners 0.85% Reduce -1.7% 5,450 $1.6M
FSA Investment Group, LLC 0.51% Add +28.6% 5,444 $1.6M
Evolution Advisers, Inc. 0.58% Add +0.8% 5,442 $1.6M
CenterStar Asset Management, LLC 1.22% Reduce -42.9% 5,422 $1.6M
Signal Tree Financial Partners LLC 1.04% No change 5,416 $1.6M
Deepwater Asset Management, LLC 0.71% No change 5,409 $1.6M
Sulzberger Capital Advisors, Inc. 1.53% Reduce -1.8% 5,407 $1.6M
von Borstel & Associates, Inc. 0.32% Reduce -0.3% 5,408 $1.6M
Cyr Financial Inc. 0.81% Add +6.0% 5,397 $1.6M
ADG Wealth Management Group, LLC 0.99% Add +7.6% 5,388 $1.6M
Seneschal Advisors, LLC 1.07% Reduce -1.8% 5,381 $1.6M
Greenfield Seitz Capital Management, LLC 0.46% Add +1.5% 5,372 $1.6M
Copper Harbor Investment Advisors, LLC 0.33% — 5,368 $1.6M
Harbor Asset Planning, Inc. 1.17% No change 5,368 $1.6M
Qsemble Capital Management, LP 0.20% New 5,368 $1.6M
Tacita Capital Inc 0.84% Reduce -2.1% 5,366 $1.6M
BancFirst Trust & Investment Management 0.66% Add +218.7% 5,507 $1.6M
SwitchPoint Financial Planning, LLC 0.89% Reduce -0.1% 5,356 $1.5M
Shay Capital LLC 0.17% Reduce -49.2% 5,350 $1.5M
Joel Adams & Associates, Inc. 0.99% No change 5,349 $1.5M
Lighthouse Wealth Management Inc. 0.96% Reduce -0.3% 5,345 $1.5M
Waycross Investment Management Co 1.17% Reduce -2.9% 5,328 $1.5M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.85% Add +0.1% 4,956 $1.5M
Brooklyn FI, LLC 0.28% Add +31.6% 4,709 $1.5M
Ackerman Capital Advisors, LLC 0.31% Add +0.7% 5,298 $1.5M
SPWM Advisors LLC 1.41% Add +9.6% 4,584 $1.5M
Argo Wealth Advisory, LLC 0.84% Reduce -0.5% 5,281 $1.5M
Good Harbor Advisors, Inc. 1.49% Reduce -13.5% 5,270 $1.5M
Ferguson Johnson Wealth Management Inc 1.11% Add +2.5% 5,266 $1.5M
Valley Forge Investment Consultants Inc. Adv 0.39% Reduce -6.6% 5,262 $1.5M
Prota Financial, LLC 1.00% Reduce -23.2% 5,152 $1.5M
Davidson Capital Management Inc. 0.24% Reduce -47.1% 5,232 $1.5M
HFG Advisors, Inc. 0.94% Reduce -3.8% 5,224 $1.5M
USA Financial Formulas 0.28% — 5,223 $1.5M
SVRN Asset Management, LLC 0.77% No change 5,208 $1.5M
Berkeley, Inc 0.47% Add +0.7% 5,200 $1.5M
Silver Lake Advisory, LLC 0.54% Reduce -10.1% 5,197 $1.5M
Osbon Capital Management LLC 1.18% Reduce -3.4% 5,194 $1.5M
Daviman Financial, LLC 0.83% Add +1.4% 5,189 $1.5M
Keystone Financial Services, LLC 0.90% Reduce -7.2% 5,189 $1.5M
Walker Financial Services, Inc. 0.46% Reduce -16.3% 5,186 $1.5M
Innovative Wealth Building LLC 0.87% Add +2.4% 5,182 $1.5M
Highland Investment Advisors LLC 0.65% — 5,179 $1.5M
DiPaolo Financial Group, Inc. 0.98% Add +10.7% 5,164 $1.5M
L.K. Benson & Company, P.C. 0.45% Add +6.4% 5,161 $1.5M
AJ Advisors, LLC 0.46% Reduce -1.0% 5,157 $1.5M
Gilbert Capital Group, Inc. 1.04% Reduce -5.6% 5,155 $1.5M
Alexis Investment Partners, LLC 0.87% Add +3.4% 5,294 $1.5M
Voya Financial Advisors, Inc. 0.13% Reduce -19.9% 5,288 $1.5M
TABR Capital Management, LLC 1.27% Reduce -0.0% 5,142 $1.5M
Sankala Group LLC 1.00% Add +4.0% 4,802 $1.5M
Delta Wealth Advisors LLC 1.06% Reduce -0.1% 5,129 $1.5M
Balanced Rock Investment Advisors LLC 0.93% Add +66.1% 5,128 $1.5M
Polaris Investment Advisors, LLC 0.95% Reduce -5.5% 5,127 $1.5M
Fischer Investment Strategies, LLC 0.71% Add +34.3% 5,120 $1.5M
Rf&l Wealth Management, LLC 1.00% Add +7.8% 5,105 $1.5M
Hummer Financial Advisory Services Inc 0.97% No change 5,103 $1.5M
Mullooly Asset Management, Inc. 0.45% Add +27.0% 5,102 $1.5M
Keystone Financial Services 0.38% Add +2.3% 5,094 $1.5M
Virginia Estate & Retirement Planning Advisors Inc. 1.77% Reduce -4.5% 5,096 $1.5M
WJ Wealth Management, LLC 0.58% Add +0.7% 5,086 $1.5M
Cynosure Group, LLC 0.22% Reduce -32.0% 5,083 $1.5M
Prodigy Asset Management LLC 0.44% No change 5,073 $1.5M
Burk Holdings LLC 0.54% Reduce -2.6% 5,073 $1.5M
Aureum Wealth Management, LLC 0.91% Add +3.5% 5,066 $1.5M
Three Bearings Fiduciary Advisors, Inc. 1.31% Reduce -1.3% 5,060 $1.5M
Catalyst Capital Advisors LLC 0.02% Reduce -15.8% 5,058 $1.5M
Mad River Investors 0.55% Reduce -1.0% 5,050 $1.5M
Spurstone Advisory Services, LLC 19.92% Reduce -1.3% 4,954 $1.5M
Spahn Wealth & Retirement LLC 0.94% Reduce -77.4% 5,028 $1.5M
O'Keefe Stevens Advisory, Inc. 0.30% Add +0.0% 5,020 $1.5M
Websterrogers Financial Advisors, LLC 0.37% Reduce -7.0% 5,016 $1.5M
RMR Capital Management, LLC 1.00% Reduce -17.2% 5,006 $1.4M
Stonehaven Wealth & Tax Solutions, LLC 1.16% Add +6.5% 5,005 $1.4M
Avant Capital LLC 0.91% Add +2.2% 5,003 $1.4M
Lane Generational LLC 1.27% No change 4,987 $1.4M
Trailhead Planners LLC 1.39% Reduce -25.8% 4,977 $1.4M
JRM Investment Counsel, LLC 0.35% Reduce -11.1% 4,971 $1.4M
S Harris Financial Group, LLC 1.11% Add +8.9% 4,960 $1.4M
Asempa Wealth Advisors 1.09% Reduce -0.3% 4,956 $1.4M
HC Advisors, LLC 0.87% Reduce -10.9% 4,953 $1.4M
Parker Investment Management, LLC 0.17% Reduce -8.9% 4,952 $1.4M
denkapparat Operations GmbH 0.47% Reduce -22.6% 4,934 $1.4M
Stephen J. Garry & Associates, LLC 1.04% Reduce -3.9% 4,922 $1.4M
truNorth Financial Services, Inc. 1.27% Add +13.3% 4,917 $1.4M
Cannon Financial Strategists, Inc. 0.16% Add +10.0% 4,898 $1.4M
Legacy Solutions, LLC 1.14% Reduce -0.7% 4,880 $1.4M
ZynergyRetirementPlanningLLC 0.76% Reduce -1.6% 4,874 $1.4M
Marathon Mission, Inc. 0.70% Add +1.1% 4,871 $1.4M
Stronghold Wealth Management L.L.C. 1.89% Add +20.5% 4,871 $1.4M
Sage Financial Management Group, Inc. 0.39% Reduce -0.3% 4,870 $1.4M
Timonier Family Office, LTD. 0.40% — 4,861 $1.4M
New England Professional Planning Group Inc. 0.52% Add +0.0% 4,860 $1.4M
Invariant Investment Management 0.82% Reduce -4.5% 4,494 $1.4M
Guardian Wealth Management, Inc. 0.69% Reduce -1.7% 4,853 $1.4M
High Probability Advisors, LLC 0.15% Add +0.4% 4,848 $1.4M
BayBridge Capital Group, LLC 0.73% Add +1.7% 4,847 $1.4M
Aquire Wealth Advisors, LLC 0.32% Add +2.7% 4,827 $1.4M
Tumwater Wealth Management, LLC 0.51% Add +11.2% 4,827 $1.4M
Global View Capital Management LLC 0.29% Add +10.4% 4,823 $1.4M
Emergent Wealth Advisors, LLC 0.73% Add +6.0% 4,816 $1.4M
Hyposwiss Advisors SA 1.32% Reduce -9.4% 4,807 $1.4M
CBM Financial, LLC 0.83% Reduce -6.8% 4,166 $1.4M
Gold Investment Management Ltd. 0.38% Add +0.0% 4,804 $1.4M
Reaves W H & Co. Inc. 0.02% No change 4,800 $1.4M
Boyd Wealth Management, LLC 0.53% Add +1.4% 4,794 $1.4M
Spectrum Planning & Advisory Services Inc. 0.62% Reduce -8.7% 4,788 $1.4M
Integras Partners LLC 0.76% Add +22.4% 4,767 $1.4M
Financial Management, Inc. 1.13% Reduce -11.6% 4,761 $1.4M
Darrow Company, Inc. 0.53% Add +3.6% 4,758 $1.4M
Randall & Associates Wealth Management 0.85% Add +37.7% 4,749 $1.4M
Argyle Capital Management, LLC 0.40% No change 4,745 $1.4M
Stordahl Capital Management, Inc. 0.25% Add +2.2% 4,742 $1.4M
Sentinel Advisory Group, LLC 0.56% No change 4,729 $1.4M
Sfam, LLC 1.11% Add +0.2% 4,719 $1.4M
Hiley Hunt Wealth Management 0.54% Reduce -0.3% 4,717 $1.4M
Nova Wealth Management, Inc. 0.75% Add +1.7% 4,715 $1.4M
Corrado Advisors, LLC 0.63% Add +8.7% 4,714 $1.4M
Sharkey, Howes & Javer 0.16% Reduce -2.6% 4,706 $1.4M
Vericrest Private Wealth 1.21% Reduce -80.7% 4,695 $1.4M
Verus Wealth Management, LLC 1.12% Reduce -0.3% 4,686 $1.4M
Envision Financial Transparency, LLC 1.16% Add +1.9% 4,683 $1.4M
Clark Wealth Partners 0.76% Add +4.0% 4,664 $1.3M
Strategic Financial Partners, Ltd. 0.51% Reduce -14.1% 4,661 $1.3M
LGT Financial Advisors LLC 7.13% Reduce -2.1% 4,661 $1.3M
McMill Wealth Management 0.32% Reduce -1.4% 4,658 $1.3M
IFC & Insurance Marketing, Inc. 1.19% Reduce -14.7% 4,657 $1.3M
Albert D Mason Inc. 0.77% Reduce -1.5% 4,657 $1.3M
Mason Investment Advisory Services, Inc. 0.05% Reduce -6.4% 4,651 $1.3M
Semper Augustus Investments 0.15% Add +12.1% 4,640 $1.3M
Covestor Ltd 0.78% Add +4.2% 4,638 $1.3M
Partnership Wealth Management, LLC 0.91% Reduce -5.8% 4,633 $1.3M
Fusion Family Wealth, LLC 0.09% No change 4,626 $1.3M
BLVD Private Wealth, LLC 0.99% Reduce -2.8% 4,624 $1.3M
Unconventional Investor, LLC 0.55% No change 4,621 $1.3M
Sagace Wealth Management LLC 0.84% Add +1.6% 4,618 $1.3M
Kingdom Financial Group LLC. 0.34% Add +1.8% 4,690 $1.3M
Gardner Russo & Quinn 0.01% Reduce -3.2% 4,601 $1.3M
Keystone Global Partners, LLC 0.51% No change 4,600 $1.3M
SpringVest Wealth Management LLC 0.84% Add +0.3% 4,595 $1.3M
Milestones Private Investment Advisors LLC 1.06% Add +0.0% 4,584 $1.3M
Foundry Financial Group, Inc. 0.57% Add +15.4% 4,575 $1.3M
Independent Wealth Advisors LLC 1.20% Add +3.0% 4,574 $1.3M
Consultiva Wealth Management, Corp. 2.98% No change 4,574 $1.3M
Peak Financial Advisors LLC 0.55% No change 4,570 $1.3M
Atlantic Family Wealth, LLC 0.84% No change 4,563 $1.3M
Hoese & Co LLP 0.86% Add +75.1% 4,556 $1.3M
Daner Wealth Management, LLC 0.71% Add +0.8% 4,315 $1.3M
Seros Financial, LLC 0.68% Reduce -0.4% 4,541 $1.3M
Sender Co & Partners, Inc. 0.55% Reduce -82.5% 4,538 $1.3M
Van Strum & Towne Inc. 0.36% Reduce -1.4% 4,537 $1.3M
Alamar Capital Management, LLC 0.66% No change 4,521 $1.3M
Sullivan Wood Capital Management LLC 1.79% Reduce -18.7% 4,518 $1.3M
Good Steward Wealth Advisors,LLC 0.79% Reduce -38.6% 4,515 $1.3M
A4 Wealth Advisors LLC 0.88% Reduce -15.3% 4,513 $1.3M
Aurdan Capital Management, LLC 0.33% Reduce -24.5% 4,507 $1.3M
Centennial Advisors, LLC 1.55% Add +6.3% 4,490 $1.3M
Proathlete Wealth Management LLC 0.32% Add +0.6% 4,489 $1.3M
Belleair Asset Management, LLC 1.09% Add +0.9% 4,489 $1.3M
Koenig Investment Advisory, LLC 1.01% Add +9.8% 4,475 $1.3M
MontVue Capital Management, Inc. 0.74% Add +74.3% 4,474 $1.3M
Nottingham Advisors, Inc. 0.15% Add +6.0% 3,963 $1.3M
Barnett & Company, Inc. 0.96% Reduce -0.4% 4,473 $1.3M
James Reed Financial Services, Inc. 0.99% No change 4,469 $1.3M
Briggs Wealth Management, Inc 1.18% Add +0.0% 4,448 $1.3M
Laurel Wealth Planning LLC 0.57% Reduce -14.5% 4,442 $1.3M
Silver Oak Advisory Group, Inc. 0.51% Reduce -13.9% 4,436 $1.3M
Treasure Coast Financial Planning 0.63% Reduce -0.5% 4,433 $1.3M
Signature Resources Capital Management, LLC 0.50% Add +24.7% 4,413 $1.3M
Strategic Advisory Partners, LLC 0.90% Reduce -1.4% 4,408 $1.3M
Idaho Trust Co 0.37% No change 4,406 $1.3M
Freestate Advisors LLC 0.95% Add +0.1% 4,401 $1.3M
POM Investment Strategies, LLC 1.44% Reduce -32.5% 4,401 $1.3M
Granville Capital, Inc. 0.57% Reduce -7.8% 4,388 $1.3M
Clayton Financial Group LLC 0.70% Reduce -53.8% 4,380 $1.3M
AtlasMark Financial, Inc 0.62% Add +17.5% 4,362 $1.3M
Hara Capital LLC 0.67% No change 4,360 $1.3M
Gleason Group, Inc. 0.11% Add +16.4% 4,356 $1.3M
Absolute Capital Management, LLC 0.31% Add +16.4% 4,342 $1.3M
Mid-American Wealth Advisory Group, Inc. 0.45% Add +34.4% 4,321 $1.3M
Greenland Capital Management LP 0.27% Reduce -22.9% 4,313 $1.2M
True Link Financial Advisors, LLC 0.07% Reduce -2.4% 4,279 $1.2M
Private Wealth Group, LLC 0.48% Add +1.7% 4,267 $1.2M
Foundry Financial LLC 0.42% Add +77.2% 4,256 $1.2M
Brown Financial Advisory 0.51% Reduce -14.2% 4,253 $1.2M
Evergreen Advisors, LLC 0.26% Add +0.0% 4,241 $1.2M
Graver Capital Management, LLC 0.87% Reduce -0.4% 4,228 $1.2M
Englebert Financial Advisers, LLC 1.21% Reduce -3.5% 4,223 $1.2M
AG Asset Advisory, LLC 0.99% Add +0.2% 4,211 $1.2M
Madden Advisory Services, Inc. 0.44% Reduce -1.2% 4,209 $1.2M
Core Wealth Management, Inc. 0.34% Reduce -0.8% 4,204 $1.2M
Swmg, LLC 0.29% Reduce -45.5% 3,863 $1.2M
Sound Stewardship, LLC 0.50% Add +36.0% 4,199 $1.2M
Luken Investment Analytics, LLC 0.42% No change 4,199 $1.2M
Ethos Capital Management, Inc. 0.86% Reduce -0.8% 4,199 $1.2M
Vavra Capital Management, LLC 1.06% Add +3.8% 4,185 $1.2M
Valued Wealth Advisors LLC 0.44% Reduce -6.3% 4,179 $1.2M
Strategic Wealth Advisors LLC 1.03% Add +0.4% 4,437 $1.2M
Point Nemo Capital, LLC 0.61% Add +220.8% 4,167 $1.2M
Quest 10 Wealth Builders, Inc. 0.93% Add +3.0% 4,159 $1.2M
DB&C Advisors, LLC 1.30% Reduce -0.1% 4,157 $1.2M
American Financial & Tax Strategies Inc. 0.54% No change 4,150 $1.2M
Pembroke Management, LTD 0.15% Reduce -0.4% 4,143 $1.2M
FMA Wealth Management, LLC 0.77% Reduce -47.6% 4,132 $1.2M
Prosperity Advisers, LLC 0.87% Add +2.8% 4,132 $1.2M
HighRoad Wealth Advisors, LLC 1.00% Reduce -0.4% 4,117 $1.2M
Shore Point Advisors, LLC 0.41% Reduce -63.9% 4,109 $1.2M
New Harbor Financial Group, LLC 0.19% Add +16.7% 4,110 $1.2M
Rare Wolf Capital LLC 0.76% Add +5.0% 4,101 $1.2M
Praxis Capital Management LLC 1.88% Add +29.4% 4,100 $1.2M
Madson Wealth Advisors Inc 0.80% Reduce -1.6% 4,083 $1.2M
Twin Focus Capital Partners, LLC 0.12% No change 4,078 $1.2M
LFA - Lugano Financial Advisors SA 0.71% Add +5.7% 4,059 $1.2M
IMG Wealth Management, Inc. 0.65% Add +11.8% 4,048 $1.2M
Atlas Wealth Partners, LLC 1.28% Reduce -10.9% 4,047 $1.2M
Hapanowicz & Associates Financial Services, Inc 0.36% Reduce -2.2% 4,042 $1.2M
Driehaus Capital Management LLC 0.01% Reduce -18.7% 4,029 $1.2M
Crestmont Private Wealth LLC 0.33% Reduce -1.1% 4,017 $1.2M
RHL Group, LLC 0.97% Add +0.6% 4,021 $1.2M
Foronjy Financial LLC 0.43% Reduce -5.3% 4,012 $1.2M
Bramshill Investments, LLC 0.09% Reduce -11.1% 4,000 $1.2M
Mustico Financial Group, Inc. 0.75% Reduce -0.9% 3,478 $1.2M
Heartland Advisors Inc. 0.05% Reduce -3.7% 3,989 $1.2M
Numerai GP LLC 0.09% Reduce -60.9% 3,979 $1.2M
Toews Corp. 0.17% New 3,974 $1.1M
WealthTrak Capital Management LLC 0.75% Add +0.3% 3,966 $1.1M
Comprehensive Money Management Services LLC 0.72% Reduce -0.1% 3,961 $1.1M
Hibernia Wealth Partners, LLC 0.62% Reduce -45.0% 3,960 $1.1M
Defender Capital, LLC. 0.37% Add +0.6% 3,955 $1.1M
BluePrint Investing LLC 0.96% No change 3,950 $1.1M
LWM Advisors Inc. 0.98% Add +0.1% 3,948 $1.1M
Prism Advisors, Inc. 0.28% Reduce -4.8% 3,927 $1.1M
Amova Asset Management Americas, Inc. 0.01% Add +2.1% 3,930 $1.1M
BCK Partners, Inc. 0.55% No change 3,924 $1.1M
PMV Capital Advisers, LLC 1.70% Add +0.6% 3,918 $1.1M
Left Brain Wealth Management, LLC 0.34% Add +59.4% 3,911 $1.1M
Bay Harbor Wealth Management, LLC 0.26% Add +20.4% 3,893 $1.1M
Hardin Capital Partners, LLC 0.52% Reduce -32.6% 3,901 $1.1M
Sound Financial Strategies Group, LLC 0.71% No change 3,872 $1.1M
Kropog Financial Group, LLC 0.79% Reduce -5.9% 3,859 $1.1M
Kiker Wealth Management, LLC 0.43% Reduce -2.5% 3,844 $1.1M
DWM Financial Group, Inc. 0.99% — 4,089 $1.1M
Straight Path Wealth Management 0.26% Reduce -1.3% 3,830 $1.1M
Lifetime Wealth Management P.C. 0.65% Reduce -5.7% 3,825 $1.1M
Cambridge Capital Management, LLC 0.42% Reduce -0.2% 3,820 $1.1M
Cogent Strategic Wealth LLC 1.05% Add +2.3% 3,816 $1.1M
Silver Coast Investments LLC 0.33% Add +4.3% 3,805 $1.1M
Flagship Private Wealth, LLC 0.39% Reduce -3.8% 3,801 $1.1M
Note Advisors, LLC 0.48% Reduce -2.1% 3,791 $1.1M
American Asset Management Inc. 0.89% Add +12.4% 3,778 $1.1M
Alpha Financial Advisors, LLC 0.30% Add +0.2% 3,771 $1.1M
Wellment Financial 1.24% Add +29.9% 3,768 $1.1M
Seed Wealth Management, Inc. 0.69% Reduce -6.4% 3,751 $1.1M
ProCore Advisors, LLC 1.34% Add +0.5% 3,748 $1.1M
Ridgeline Wealth Planning, LLC 0.69% Reduce -3.1% 3,736 $1.1M
TL Private Wealth 0.40% No change 3,475 $1.1M
Tull Financial Group, Inc. 0.42% Add +9.9% 3,727 $1.1M
Formulate Financial LLC 1.13% No change 3,724 $1.1M
NewCorp Financial Services, Inc. 0.82% Reduce -4.5% 3,724 $1.1M
Cooksen Wealth, LLC 0.67% No change 3,696 $1.1M
Gutierrez Wealth Advisory, LLC 0.62% Add +1.3% 3,688 $1.1M
Solano Wealth Investment Advisors LLC 0.49% No change 3,685 $1.1M
Whitcomb & Hess, Inc. 0.23% Add +0.1% 3,678 $1.1M
Genesis Financial Group, LLC 0.69% Reduce -3.9% 3,672 $1.1M
Ionic Capital Management LLC 1.14% No change 3,668 $1.1M
NDWM LLC 0.62% Add +3.7% 3,663 $1.1M
Leading Edge Financial Planning LLC 0.19% Add +10.6% 3,646 $1.1M
Cobblestone Asset Management LLC 0.44% Reduce -58.3% 3,644 $1.1M
Charis Legacy Partners, LLC 1.29% Reduce -2.9% 3,631 $1.1M
Continuum Wealth Advisors, LLC 0.35% Add +15.3% 3,628 $1.0M
Graham Capital Wealth Management, LLC 0.81% Reduce -5.0% 3,619 $1.0M
Higgins & Schmidt Wealth Strategies LLC 0.43% Add +0.7% 3,615 $1.0M
Gimbal Financial 0.66% — 3,614 $1.0M
Silverberg Bernstein Capital Management LLC 0.40% No change 3,600 $1.0M
Jacobs Equity LLC 0.72% Add +30.5% 3,599 $1.0M
Safe Harbor Family Capital, LLC 0.69% Reduce -14.8% 3,594 $1.0M
Prelude Capital Management, LLC 0.08% Reduce -54.6% 3,582 $1.0M
GreatBanc Trust CO 0.64% Add +0.6% 3,580 $1.0M
St. Louis Trust Co 0.12% No change 939 $1.0M
Drum Hill Capital, LLC 1.08% Add +3.0% 3,558 $1.0M
LPWM LLC 0.23% Reduce -3.5% 3,557 $1.0M
Lam Group, Inc. 0.51% Add +2.6% 3,548 $1.0M
Schulz Wealth, LTD. 0.53% — 3,538 $1.0M
Delaney Capital Management Ltd. 0.16% Reduce -2.8% 3,535 $1.0M
Cornerstone Enterprises, LLC 0.47% Add +5.4% 3,532 $1.0M
Oberweis Asset Management Inc./ 0.02% Add +0.0% 3,532 $1.0M
Connective Portfolio Management, LLC 1.70% New 3,520 $1.0M
Compass Wealth Management, LLC 0.41% Reduce -0.5% 3,520 $1.0M
William B. Walkup & Associates, Inc. 0.49% Add +79.9% 3,514 $1.0M
Two West Capital Advisors LLC 0.51% Add +4.0% 3,113 $1.0M
Hoya Capital Real Estate, LLC 14.89% No change 3,500 $1.0M
Phraction Management LLC 0.26% No change 3,499 $1.0M
ONE Advisory Partners, LLC 0.28% Reduce -1.1% 3,494 $1.0M
Bannerman Wealth Management Group, LLC 0.58% Add +16.4% 3,463 $1.0M
Ball & Co Wealth Management Inc. 0.71% Add +21.1% 3,464 $1.0M
Artesa Financial Group, LLC 0.86% Reduce -10.2% 3,462 $1.0M
Petra Financial Advisors Inc. 0.46% Add +166.0% 3,458 $1.0M
Whitegate Investment Counselors, Inc. 0.28% Add +0.1% 3,448 $998K
Ycg, LLC 0.09% Reduce -90.0% 3,446 $997K
HBE Wealth Management, LLC 0.71% Add +9.3% 3,439 $995K
Jmac Enterprises LLC 0.17% Add +3.4% 3,426 $991K
Sherry Group, Inc. 0.97% Reduce -1.9% 3,515 $990K
Dedeker Financial LLC 0.56% Reduce -42.2% 3,420 $990K
Salzhauer Michael 0.36% No change 3,418 $989K
Old Mission Capital LLC 0.03% New 3,412 $987K
Quantessence Capital LLC 2.90% New 3,410 $987K
Archer Investment Management, LLC 0.34% Reduce -1.0% 3,406 $986K
Riverview Trust Co 1.17% Reduce -6.0% 3,405 $985K
Main Line Retirement Advisors, LLC 0.45% Add +0.0% 3,394 $982K
Cravens & Co Advisors, LLC 0.66% Reduce -1.6% 3,390 $981K
Junk Investment Group, LLC 0.43% Reduce -5.8% 3,387 $980K
USAdvisors Wealth Management, LLC 0.28% Reduce -0.1% 3,384 $979K
Gainline Financial Partners, LLC 0.91% — 3,382 $979K
New England Asset Management Inc. 0.12% No change 3,382 $979K
PMG Family Office LLC 0.90% Add +9.4% 3,378 $978K
BIT Capital GmbH 0.03% New 3,363 $973K
Town Capital LLC 0.62% Reduce -3.8% 3,356 $971K
Principia Wealth Advisory, LLC 0.49% Add +12.8% 3,355 $971K
Kennon-Green & Company, LLC 0.76% No change 3,349 $969K
Kinetic Wealth Investment Advisors LLC 0.46% — 3,341 $967K
Enhancing Capital LLC 0.66% No change 3,338 $966K
Lountzis Asset Management, LLC 0.30% Add +94.8% 3,329 $964K
Forum Private Client Group LLC 0.29% Add +0.0% 3,322 $961K
Stegner Investment Associates Inc. 0.46% Add +18.6% 3,322 $961K
Lotus Technology Management, LP 1.18% New 3,315 $959K
Altus Wealth Management, LLC 0.37% Add +16.3% 3,290 $952K
Bull Oak Capital, LLC 0.32% Add +170.7% 3,283 $950K
Quarry Hill Advisors, LLC 0.36% Add +5.7% 3,267 $945K
Cannon Capital Management, Inc. 0.80% Add +2.6% 3,262 $944K
Thor Trading Advisors, LLC 0.30% New 3,253 $941K
Matters Capital LLC 0.66% No change 3,250 $941K
Infrastructure Capital Advisors, LLC 0.13% New 3,245 $939K
Scott Capital Advisors, LLC 0.15% Add +6.5% 3,237 $937K
Burkett Asset Management Ltd 0.87% Reduce -0.9% 3,227 $934K
Kieckhefer Group LLC 0.38% Add +4.3% 3,225 $933K
Harvest Investment Advisors, LLC 0.46% Add +0.0% 3,219 $931K
Succession Financial, Inc. 0.90% — 3,214 $930K
Valpey Financial Services, LLC 0.55% Reduce -3.1% 3,204 $927K
AlpenGlobal Capital LLC 0.59% Reduce -46.3% 3,204 $927K
PMG Wealth Management, Inc. 0.57% Reduce -0.5% 3,203 $927K
Investors Portfolio Services LLC 0.71% Add +3.5% 3,199 $926K
Guardian Wealth Advisors, LLC 0.46% Reduce -0.6% 3,198 $925K
Godfrey Financial Associates, Inc. 0.71% Reduce -0.4% 3,191 $923K
Prairiewood Capital, LLC 0.24% Add +0.7% 3,189 $923K
Montgomery Financial Services LLC 0.80% — 3,188 $922K
Cauble & Harre Wealth Management, Inc. 0.74% Reduce -0.5% 3,182 $921K
Cordoba Advisory Partners LLC 0.19% New 3,163 $915K
Anderson Hoagland & Co. 0.07% Reduce -0.5% 3,158 $914K
Ehrenkranz Partners L.P. 0.53% Add +5.0% 3,155 $913K
Vistica Wealth Advisors, LLC 0.78% Add +4.0% 3,132 $906K
Charter Capital Management, LLC\DE 0.40% Reduce -1.5% 3,114 $901K
Clark Estates Inc. 0.21% No change 3,111 $900K
Curry Webb Wealth Management LLC 0.37% Reduce -27.3% 3,110 $900K
Harborfront Financial Group LLC 3.38% — 3,102 $898K
One Wealth Map LLC 0.42% Add +7.8% 2,650 $896K
Group One Trading LLC 0.03% New 3,097 $896K
Kahn Brothers Group Inc. 0.14% No change 3,092 $895K
Roan Capital Partners 0.74% Reduce -11.4% 3,074 $889K
Cascade Wealth Advisors, Inc 0.36% No change 2,838 $889K
Navis Wealth Advisors, LLC 0.34% Add +3.6% 3,073 $889K
Fullerton Advisors, LLC 0.83% Reduce -10.1% 3,059 $885K
Arrien Investments, Inc. 0.45% Add +6.5% 3,055 $884K
Boyar Asset Management Inc. 0.51% Reduce -0.7% 3,051 $883K
IronBridge Private Wealth, LLC 0.29% Add +0.0% 3,047 $882K
Dravo Bay LLC 0.30% Reduce -8.3% 3,042 $880K
Dynamic Wealth Strategies, LLC 0.47% Add +0.2% 3,027 $876K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.52% Reduce -3.5% 3,025 $875K
Rempart Asset Management Inc. 0.18% Reduce -46.1% 3,021 $874K
Financial Designs Corp 0.47% Reduce -1.3% 3,020 $874K
Codex Capital Asset Management L.L.C. 0.30% No change 3,000 $868K
Birnam Oak Advisors, LP 0.14% New 3,000 $868K
Pioneer Family Office, LLC 0.45% No change 2,997 $867K
DMKC Advisory Services, LLC 0.16% Reduce -14.3% 2,992 $866K
MTM Financial Group, LLC 0.37% Reduce -6.2% 2,980 $862K
Eddie Patel Inc 0.51% Add +0.0% 2,972 $860K
Atlantic Private Wealth, LLC 0.53% Reduce -5.4% 2,969 $859K
Tencap Wealth Coaching, LLC 0.27% New 2,966 $858K
GFI Investment Counsel Ltd. 0.12% Reduce -41.6% 2,961 $857K
Visionary Horizons, LLC 0.36% Add +8.9% 2,958 $856K
Fieldview Capital Management, LLC 0.24% New 2,957 $856K
Level Wealth Management LLC 0.34% Reduce -7.4% 2,957 $856K
Capstone Capital LLC 0.49% Add +0.3% 2,955 $855K
Flow Traders U.S. LLC 0.04% Reduce -88.1% 2,954 $855K
KOM Wealth Management Group, LLC 0.51% Reduce -5.4% 2,931 $848K
Refined Wealth Management 0.51% Reduce -3.3% 2,908 $841K
Randolph Co Inc 0.07% Add +0.3% 2,907 $841K
Cassady Wealth & Retirement Planning, LLC 0.39% Add +12.8% 2,900 $839K
Ashford Capital Management Inc. 0.09% No change 2,895 $838K
Sunesis Advisors, LLC 0.35% Add +15.0% 2,893 $837K
Polen Capital Management LLC 0.01% Reduce -28.6% 2,892 $837K
Blom & Howell Financial Planning, Inc. 0.70% Add +0.5% 2,891 $836K
Infinity Wealth Counsel, LLC 0.67% Reduce -0.0% 2,880 $833K
Armor Investment Advisors, LLC 0.27% Reduce -15.6% 2,879 $833K
Oath Planning, LLC 0.62% Add +19.3% 2,867 $830K
Stolz & Associates, PS 0.52% Add +44.8% 2,863 $828K
Dakota Community Bank & Trust NA 2.57% Reduce -0.1% 2,860 $828K
Washington Growth Strategies LLC 0.46% No change 2,859 $827K
Lunt Capital Management, Inc. 0.30% No change 2,859 $827K
Columbia River Financial Group, LLC 0.44% Reduce -2.0% 2,860 $827K
Afg Fiduciary Services Limited Partnership 0.65% Reduce -99.9% 2,679 $827K
Corepath Wealth Partners LLC 0.52% Add +7.7% 2,635 $826K
Martin Capital Partners, LLC 0.30% Reduce -10.7% 2,853 $826K
Fsa Wealth Partners, Inc. 0.21% Add +16.6% 2,851 $825K
KRM Wealth Management L.L.C. 0.36% Reduce -1.6% 2,848 $824K
Magnolia Wealth Management, LLC 0.43% No change 2,847 $824K
Summit Financial Consulting LLC 0.56% Reduce -11.2% 2,843 $823K
Boyer Financial Services, Inc. 0.69% Add +49.3% 2,658 $820K
Townsend Financial Planning, LLC 0.71% Add +0.0% 2,834 $820K
Cinctive Capital Management LP 0.03% New 2,832 $819K
Three Cord True Wealth Management, LLC 0.39% Add +1.4% 2,823 $817K
Rolek Wealth Management LLC 0.45% Add +0.0% 2,806 $812K
Cornerstone Financial Group, LLC 0.50% Add +0.1% 2,800 $810K
American Capital Management Inc. 0.04% No change 2,800 $810K
Hamilton Capital Partners, LLC 0.23% Reduce -40.6% 2,793 $808K
Sarver Vrooman Wealth Advisors 0.48% No change 2,656 $807K
Fee-Only Financial Planning, L.C. 0.43% Reduce -4.5% 2,777 $804K
N10 Wealth, LLC 0.28% — 2,774 $803K
Bridgelight Financial Advisors, Inc. 0.55% Reduce -4.0% 2,756 $797K
Key Capital Management, INC 0.41% Reduce -66.0% 2,749 $795K
Bluestem Financial Advisors, LLC 0.28% Reduce -0.7% 2,744 $794K
Peloton Wealth Strategists 0.30% No change 2,738 $792K
Team Financial Group, LLC 0.33% Add +0.1% 2,722 $788K
StoneCrest Wealth Management, Inc. 0.25% Reduce -1.3% 2,722 $788K
Merkkuri Wealth Advisors LLC 0.49% Reduce -1.5% 2,718 $786K
Henderson Brothers Financial Partners, LLC 0.37% Reduce -55.0% 2,713 $785K
Trellis Wealth Advisors LLC 0.27% No change 2,708 $784K
Lord & Richards Wealth Management, LLC 0.61% Add +0.3% 2,692 $779K
Fortune Financial Group, Inc. 0.61% Reduce -49.1% 2,690 $778K
Elevate Wealth Advisory, Inc. 0.44% Add +6.1% 2,688 $778K
Ewing Morris & Co. Investment Partners Ltd. 0.41% Reduce -1.3% 2,683 $776K
Luminvest Wealth Management LLC 0.18% Add +44.2% 2,553 $776K
Turner Financial Group, Inc. 0.77% — 2,671 $773K
Rbo & Co. LLC 0.12% No change 2,669 $772K
Vestment Financial LLC 0.35% Add +0.2% 2,442 $772K
Perkins Capital Management Inc. 0.58% No change 2,650 $767K
GuidedMoney, LLC 0.35% No change 2,649 $767K
Cullen Capital Management, LLC 0.01% No change 2,640 $764K
SWS Partners 0.16% Add +0.0% 2,631 $761K
Beacon Financial Strategies CORP 0.38% Add +4.4% 2,626 $760K
Schwallier Wealth Management LLC 0.48% Reduce -5.4% 2,617 $757K
Global Wealth Management, LLC 0.39% Add +0.1% 2,614 $756K
Arcadia Wealth Management, LLC 0.24% Add +11.5% 2,602 $753K
Verisail Partners, LLC 0.28% Reduce -2.2% 2,601 $753K
Lauer Wealth, LLC 0.51% Add +8.6% 2,386 $751K
Teucrium Investment Advisors, LLC 0.67% New 2,583 $747K
Traction Financial Partners, LLC 0.40% Reduce -0.9% 2,571 $744K
Dymon Asia Capital (singapore) Pte. LTD. 0.12% New 2,570 $744K
James Hambro & Partners LLP 0.03% Add +5.3% 2,568 $743K
Investment Management Corp. /Va/ 0.62% Add +1.4% 2,561 $741K
Twele Capital Management, Inc. 0.12% Add +0.0% 2,558 $740K
Lawson Kroeker Investment Management Inc. 0.21% Reduce -8.9% 2,550 $738K
Thryve Wealth Management LLC 0.41% Reduce -52.3% 2,548 $737K
Layline Advisors, LLC 0.66% Add +10.7% 2,541 $735K
John W. Brooker & Co., CPAs 0.89% Add +9.2% 2,535 $733K
Morton Community Bank 0.15% No change 2,534 $733K
TKG Advisors, LLC 0.25% Reduce -30.4% 2,531 $732K
Topel & Distasi Wealth Management, LLC 0.35% Reduce -32.1% 2,525 $731K
Unison Advisors LLC 0.05% Add +2.5% 2,525 $731K
Piedmont Capital Management, LLC 0.37% Add +8.8% 2,473 $729K
Northeast Planning Associates, Inc. / NH / 0.55% Add +4.5% 2,905 $729K
Triune Financial Partners, LLC 0.15% Add +42.0% 2,516 $728K
Hunter Perkins Capital Management, LLC 0.16% Reduce -44.3% 2,511 $727K
Dahring | Cusmano LLC 0.38% Add +17.6% 2,505 $725K
Scratch Capital LLC 0.36% Add +11.6% 2,496 $722K
Knott David M Jr 0.38% No change 2,494 $722K
Pearl Planning LLC 0.33% Add +0.6% 2,486 $719K
Imprint Wealth LLC 2.92% Reduce -12.7% 2,482 $718K
WHI TRUST Co LLC 0.46% Reduce -0.7% 2,482 $718K
Strategic Equity Management 0.24% No change 2,481 $718K
Retirement Wealth Solutions LLC 0.40% Add +0.2% 2,478 $717K
Cultivar Capital, Inc. 0.46% Add +42.0% 2,476 $716K
Shearwater Capital LLC 0.34% Reduce -11.2% 2,465 $713K
Resolute Wealth Advisor, Inc. 0.41% No change 2,803 $711K
Envision Financial LLC 0.33% No change 2,449 $709K
Trademark Financial Management, LLC 0.29% No change 2,442 $707K
Turn8 Private Wealth Inc. 0.47% Reduce -30.0% 2,441 $706K
J.E. Simmons & Co., P.C. 0.40% Reduce -0.6% 2,441 $706K
Flaharty Asset Management, LLC 1.01% Reduce -71.9% 2,284 $705K
Watchman Group, Inc. 0.16% Reduce -2.6% 2,428 $703K
McCarthy Asset Management, Inc. 0.33% — 2,424 $701K
Investments & Financial Planning, LLC 0.33% Add +1.3% 2,404 $696K
Dara Capital Us, Inc. 0.48% No change 2,401 $695K
Fairholme Capital Management 0.05% No change 2,400 $694K
Blackstone Inc. 0.00% Reduce -76.5% 2,394 $693K
Powerhouse Assets LLC 0.56% Add +2.8% 2,389 $691K
Demming Financial Services Corp. 0.44% Add +27.5% 2,386 $690K
Fluent Financial, LLC 0.25% Reduce -12.1% 2,384 $690K
SPG Advisors LLC 12.42% Reduce -3.2% 2,382 $689K
Miller Global Investments, LLC 0.56% Add +83.8% 2,341 $677K
Ridgewood Investments LLC 0.25% Reduce -6.2% 2,340 $677K
Troutman Wealth Management, LLC 0.52% Add +2.8% 2,340 $677K
Raub Brock Capital Management LP 0.19% No change 2,338 $676K
VERITY Wealth Advisors 0.41% No change 2,318 $671K
Capital Markets Trading UK LLP 0.48% New 2,306 $667K
Klein Pavlis & Peasley Financial, Inc. 0.35% Reduce -1.0% 2,302 $666K
Sovereign Investment Advisors, LLC 0.12% Add +32.2% 2,289 $662K
Cadence Wealth Management LLC 0.30% Add +11.2% 2,286 $661K
Andina Capital Management, LLC 1.08% Reduce -16.7% 2,274 $658K
Independence Financial Advisors, LLC 0.17% Reduce -31.8% 2,274 $658K
Hudson Oak Wealth Advisory LLC 0.51% Reduce -3.0% 2,270 $657K
Mandatum Life Insurance Co Ltd 0.12% No change 2,267 $656K
Rice Hall James & Associates, LLC 0.03% No change 2,265 $655K
Inlight Wealth Management, LLC 0.21% Add +0.1% 2,263 $655K
Accordant Advisory Group Inc 0.43% Reduce -1.1% 2,224 $644K
Martel Wealth Advisors LLC 0.10% Add +2.3% 2,209 $639K
FinDec Wealth Services, Inc. 0.75% Reduce -73.6% 2,199 $636K
Louisbourg Investments Inc. 0.12% No change 2,640 $635K
Croban 0.28% Reduce -0.2% 2,191 $634K
Optimus Capital Advisors, LLC 0.34% Add +3.4% 2,190 $634K
F&V Capital Management, LLC 0.12% No change 2,189 $633K
swisspartners Advisors Ltd 0.43% No change 2,188 $633K
Semitam Bonam LLC 0.46% Add +10.0% 2,176 $630K
Turning Point Benefit Group, Inc. 0.27% Add +6.2% 2,154 $627K
Tanglewood Wealth Management, Inc. 0.05% No change 2,160 $625K
Pacific Wealth Management 0.28% Add +12.3% 2,159 $625K
Ted Buchan & Co 0.20% Add +29.8% 2,156 $624K
BCR Wealth Strategies, LLC 0.17% Add +1.2% 2,156 $623K
Financial Counselors Inc. 0.85% Add +18.2% 2,144 $620K
Copley Financial Group, Inc. 0.37% Reduce -11.8% 2,135 $618K
Redstone Wealth Management, LLC 0.40% Reduce -0.2% 2,134 $618K
Kings Path Partners LLC 0.16% Add +56.9% 2,121 $614K
Jump Financial, LLC 0.01% New 2,115 $612K
DORVAL Corp 0.18% Add +21.5% 2,113 $611K
Downshift Financial, LLC 0.28% No change 2,113 $611K
NorthLanding Financial Partners, LLC 0.42% Add +1.4% 2,111 $611K
Benchmark Financial, LLC 0.50% Add +5.0% 2,109 $610K
Palouse Capital Management, Inc. 0.40% Reduce -13.2% 2,100 $608K
Bulwark Capital Corp 0.34% No change 2,100 $608K
Arlington Capital Management, Inc. 0.38% Add +0.1% 2,099 $607K
Sugar Maple Asset Management, LLC 0.39% Add +3.1% 2,093 $606K
Curat Global, LLC 0.49% No change 2,168 $603K
Lloyd Advisory Services, LLC. 0.23% Reduce -55.0% 2,071 $599K
Prossimo Advisors, LLC 3.45% Add +4.5% 2,064 $597K
Corient IA LP 0.55% Add +154.3% 2,060 $596K
Asset Allocation & Management Company, LLC 0.19% Reduce -51.8% 2,053 $594K
4Thought Financial Group Inc. 0.28% Reduce -1.5% 2,051 $593K
Livet Wealth, LLC 0.34% Add +0.9% 2,050 $593K
Pacific Park Financial, Inc. 0.34% Reduce -1.0% 2,046 $592K
Hassell Wealth Management, LLC 0.18% Reduce -9.6% 1,883 $590K
Guilbault Capital LLC 0.59% Reduce -36.2% 2,038 $590K
American Investment Services, Inc. 0.12% No change 2,010 $581K
SkyView Investment Advisors, LLC 0.46% Reduce -80.9% 2,000 $579K
U S Global Investors Inc. 0.06% New 2,000 $579K
J. Goldman & Co LP 0.02% Reduce -90.2% 2,000 $579K
Standard Family Office LLC 0.51% No change 1,996 $578K
FLP Wealth Management, LLC 1.03% Add +1.1% 1,994 $577K
Hillcrest Wealth Advisors - NY, LLC 0.21% Add +31.8% 1,991 $576K
Bestgate Wealth Advisors, LLC 0.91% No change 1,974 $571K
SIMA Wealth Partners, LLC 0.40% No change 1,973 $571K
Leverty Financial Group, LLC 0.11% No change 1,970 $570K
Buska Wealth Management, LLC 0.20% Add +17.0% 1,959 $567K
Yanni & Associates Investment Advisors, LLC 0.52% Reduce -1.8% 1,949 $564K
Theory Financial LLC 0.18% Reduce -1.5% 1,948 $564K
High Point Wealth Management, LLC 0.47% Add +0.1% 1,945 $563K
Tandem Investment Advisors, Inc. 0.04% Reduce -31.2% 1,942 $562K
Oregon Pacific Wealth Management, LLC 0.53% Add +12.8% 1,937 $561K
OakTrust Wealth Advisors, LLC 0.48% Add +2.6% 1,934 $560K
Fairman Group, LLC 0.44% Add +9.2% 1,933 $559K
Carolina Wealth Advisors, LLC 0.22% Reduce -2.5% 1,933 $559K
Oasis Advisors, LLC 0.36% Reduce -98.0% 1,922 $556K
Envision Financial Planning, LLC 0.18% Add +0.4% 1,915 $554K
Innovator Capital Management, LLC 0.02% Reduce -23.2% 1,912 $553K
Integrated Wealthcare, LLC 0.41% No change 1,908 $552K
Ni Acquisitions Company, LLC 0.23% — 12,631 $551K
Intrinsic Value Partners, LLC 0.38% No change 1,903 $551K
Mittelman Wealth Management 0.36% Reduce -60.0% 805 $549K
Wilsey Asset Management Inc. 0.08% No change 1,896 $549K
6th Street Advisors, LLC 0.31% Reduce -8.8% 1,894 $548K
Brooktree Capital Management 0.36% No change 1,882 $545K
Thor Investment Management Inc. /Oh/ 0.31% Add +9.6% 1,882 $544K
Poinciana Advisors Group, LLC 0.40% Reduce -12.7% 1,874 $542K
Strategic Financial Group, LLC 0.52% No change 1,871 $541K
Dean, Jacobson Financial Services, LLC 0.30% No change 1,871 $541K
Larry Mathis Financial Planning, LLC 0.41% Add +5.7% 1,870 $541K
Bellevue Group AG 0.01% Reduce -46.8% 1,768 $541K
TrustWell Financial Advisors, LLC 0.46% Add +7.2% 1,856 $537K
Jacobson & Schmitt Advisors, LLC 0.09% No change 1,848 $535K
Calder Financial LLC 0.50% Add +3.0% 1,845 $534K
Ridgeline Wealth, LLC 0.31% Reduce -11.5% 1,843 $533K
American Wealth Advisors, LLC 0.50% Add +0.1% 1,843 $533K
Jordan Park Trust Co LLC 0.37% Reduce -5.9% 1,839 $532K
Ironwood Investment Management LLC 0.18% No change 1,836 $531K
Graetz Wealth LLC 0.42% Reduce -4.6% 1,835 $531K
Legacy Advisory Services, LLC 0.37% Reduce -1.7% 1,833 $531K
Paller Financial Services Inc 0.39% Add +2.8% 1,816 $525K
Sunrise Financial Services, LLC 0.31% Add +7.3% 1,805 $522K
N10 Assets, LLC 0.23% — 1,805 $522K
Sound Portfolio Advisors, LLC 0.37% No change 1,799 $521K
TrueWealth Financial Partners 0.22% Reduce -88.1% 1,799 $521K
Ramiah Investment Group 0.40% Add +13.0% 1,798 $520K
SigFig Wealth Management, LLC 0.01% No change 1,838 $518K
Crown Oak Advisors, LLC 0.24% No change 1,785 $517K
Thayer Financial, L.L.C. 0.47% Reduce -30.2% 1,780 $515K
Coerente Capital Management 0.09% Reduce -6.2% 1,778 $514K
IFS Advisors, LLC 0.25% Reduce -2.2% 1,776 $514K
Resolute Advisors LLC 0.12% Reduce -77.1% 1,775 $514K
OV Management LLC 0.96% Reduce -37.2% 1,769 $512K
Chesapeake Capital Corp. 0.28% Add +29.5% 1,768 $512K
AdvisorShares Investments LLC 0.06% No change 1,763 $510K
Axim Planning & Wealth 0.72% Reduce -2.7% 1,760 $509K
October Effect Ltd 0.48% No change 1,755 $508K
Financial Life Advisors 0.14% Reduce -0.2% 1,754 $508K
Value Partners Investments Inc. 0.04% Add +7.4% 1,751 $506K
Kickstand Ventures, Llc. 0.09% Reduce -1.0% 1,744 $505K
Stage Harbor Financial, LLC 0.29% Add +13.0% 1,743 $504K
Rachor Investment Advisory Services, LLC 0.25% Reduce -0.5% 1,741 $504K
AF Advisors, Inc. 0.25% Reduce -0.4% 1,735 $502K
OxenFree Capital LLC 0.23% Reduce -1.1% 1,615 $502K
Beacon Hill Wealth Management LTD. 0.35% — 1,733 $501K
Arbor Wealth Advisors LLC 0.31% Add +4.3% 1,729 $500K
Hippocratic Financial Advisors, LLC 0.19% Add +1.8% 1,728 $500K
Ghe, LLC 0.19% No change 1,723 $499K
Stewardship Concepts Financial Services LLC 0.33% Reduce -14.2% 1,717 $497K
Delta Global Management LP 0.05% New 1,716 $497K
GEN Financial Management, INC. 0.30% Reduce -2.5% 1,712 $495K
Luminist Capital LLC 0.56% Add +56.5% 1,700 $495K
Boston Standard Wealth Management, LLC 0.07% Reduce -46.1% 1,679 $495K
Kitching Partners, LLC 0.42% Add +33.7% 1,709 $495K
Roberts Financial Services LLC 0.14% Add +28.8% 1,707 $494K
Family Legacy Financial Solutions, LLC 0.30% Reduce -1.9% 1,703 $493K
Outlook Capital Management, LLC 0.16% — 1,701 $492K
Bristlecone Value Partners, LLC 0.40% Reduce -0.1% 1,700 $492K
Glaxis Capital Management, LLC 0.99% Reduce -43.3% 1,700 $492K
Client First Capital LLC 0.20% No change 1,697 $491K
Perspective Wealth Advisors LLC 0.27% Add +14.8% 1,697 $491K
Providence Financial Advisors, LLC 0.28% Reduce -2.9% 1,696 $491K
Geneva Partners, LLC 0.13% Add +13.4% 1,695 $490K
Destiny Capital Corp 0.23% Add +57.0% 1,681 $486K
Retiremitten Financial LLC 0.20% Add +88.3% 1,670 $483K
BlueSpruce Investments, LP 0.07% New 1,662 $481K
Ariston Services Group 0.26% New 1,652 $478K
Erickson Financial Group, LLC 0.26% Reduce -31.6% 1,651 $478K
RCW Management, LLC 0.43% Reduce -4.7% 1,648 $477K
Lee, Kelleher & Klein Wealth Management 0.25% Add +7.3% 1,638 $474K
Keating Investment Counselors Inc. 0.13% Reduce -34.9% 1,631 $472K
Breakwater Investment Management 0.16% Add +2.7% 1,627 $471K
EMC Capital Management 0.19% — 1,434 $470K
Legacy PCG, LLC 2.33% Reduce -29.9% 1,525 $470K
Yardley Wealth Management LLC 0.21% No change 1,622 $469K
Bear Mountain Capital, Inc. 0.14% Add +0.1% 1,488 $469K
J2 Capital Management Inc 0.32% Add +0.1% 1,619 $468K
Viaable, LLC 0.39% — 1,588 $467K
Letson Investment Management, Inc. 0.17% No change 1,612 $466K
Weybosset Research & Management LLC 0.12% No change 1,611 $466K
Safir Wealth Advisors, LLC 0.30% Add +34.0% 1,608 $465K
Perissos Private Wealth Management, LLC 0.31% Reduce -3.4% 1,604 $464K
Sims Investment Management, LLC 0.14% Add +26.1% 1,624 $463K
Reicon Wealth Advisors, LLC 0.29% Add +12.5% 1,589 $460K
Rezny Wealth Management, Inc. 0.08% Add +15.0% 1,582 $458K
Fidelis Wealth Advisors LLC 0.69% Add +8.4% 1,581 $457K
McCartney Wealth Management LLC 0.35% Add +3.3% 1,574 $456K
Core Capital Management & Research, inc. 0.24% — 1,466 $454K
Aspect Partners, LLC 0.17% Reduce -22.7% 1,569 $454K
Rivernorth Capital Management, LLC 0.02% Reduce -50.2% 1,568 $454K
Nvest Wealth Strategies, Inc. 0.29% Reduce -22.9% 1,567 $453K
Timbuktu Capital Management, LLC 0.68% — 1,566 $453K
Uptown Financial Advisors LLC 0.33% No change 1,562 $452K
Bedminster, LLC 0.39% Reduce -30.7% 1,562 $452K
Kirr Marbach & Co. LLC 0.08% Reduce -0.8% 1,560 $451K
Summit Investment Advisory Services, LLC 0.11% Add +24.9% 1,557 $450K
Northwest Financial Advisors 0.06% Reduce -0.8% 1,546 $447K
January Capital Advisors LLC 0.37% Reduce -3.4% 1,545 $447K
American Alpha Advisors, LLC 0.26% Add +13.0% 1,542 $446K
Acute Investment Advisory, LLC 4.69% No change 1,532 $443K
Penbrook Management LLC 0.28% No change 1,529 $442K
ArborFi Advisors, LLC 0.32% Reduce -2.4% 1,526 $442K
Vannoy Advisory Group, Inc. 0.25% Reduce -0.6% 1,523 $441K
Brighton Securities Corp. 0.19% Add +6.9% 1,522 $440K
Moller Wealth Partners 0.08% Reduce -1.2% 1,519 $440K
Family CFO Inc 0.17% No change 1,507 $436K
Scholtz & Company, LLC 0.22% No change 1,505 $435K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.06% No change 1,500 $434K
Citadel Investment Advisory, Inc. 0.20% No change 1,500 $434K
TOP Private Wealth LLC. 0.42% — 1,498 $433K
Portland Financial Advisors Inc 0.79% No change 1,494 $432K
Titan Global Capital Management USA LLC 0.05% New 1,488 $431K
Purewater Capital LLC 0.31% Reduce -30.4% 1,485 $430K
Sachem Hill LLC 0.08% No change 1,484 $429K
Diversified Investment Strategies, LLC 0.28% No change 1,480 $428K
Strategent Financial, LLC 0.25% Reduce -11.1% 1,474 $427K
ICONIQ Capital, LLC 0.01% Reduce -54.3% 1,470 $425K
Ballast Financial Advisors LLC 0.38% Add +2.5% 1,464 $424K
Cassilly Financial Group LLC 0.31% Add +47.9% 1,464 $424K
Meixler Investment Management, Ltd. 0.23% Reduce -3.4% 1,463 $423K
Beacon Capital Management, Inc. 0.03% Reduce -5.3% 1,455 $421K
Hemming& Wealth Management, Inc. 0.26% No change 1,453 $420K
Avalon Advisory Group 0.16% No change 1,452 $420K
Noble Wealth Partners LLC 0.36% — 1,446 $419K
Fortitude Financial, LLC 0.38% No change 1,445 $418K
Revere Asset Management, Inc 0.16% Add +5.1% 1,443 $418K
NFC Investments, LLC 0.11% No change 1,440 $417K
ESL Trust Services, LLC 0.07% No change 1,435 $415K
Sacks & Associates, LLC 0.28% Reduce -3.9% 1,344 $415K
Horizon Advisory Services, Inc. 0.17% No change 1,423 $412K
R.m.sincerbeaux Capital Management LLC 0.22% No change 1,414 $409K
Ironsides Asset Advisors, LLC 0.10% No change 1,411 $408K
Asset Planning Services Inc. /La/ 0.17% Add +0.1% 1,412 $408K
Sharpepoint LLC 0.20% Add +0.8% 1,408 $407K
Heffernan Advisory, Inc. 0.34% New 1,392 $403K
Amicus Financial Advisors, LLC 0.10% Reduce -0.6% 1,389 $402K
Marathon Strategic Advisors, LLC 0.22% No change 1,373 $397K
Approach Retirement Advisors, LLC 0.29% Add +5.2% 1,366 $395K
SageOak Financial, LLC 0.26% No change 1,361 $394K
Amara Financial, Llc. 0.23% Add +0.1% 1,357 $393K
Reality Financial Planning Services, LLC 0.38% Add +2.3% 1,355 $392K
Hanover Advisors Inc. 0.14% Add +13.4% 1,355 $392K
Tme Financial, Inc. 0.24% Add +3.4% 1,346 $389K
Templeton & Phillips Capital Management, LLC 0.28% No change 1,340 $388K
Brookmont Capital Management 0.21% Add +12.0% 1,340 $388K
Game Creek Capital, LP 0.17% Reduce -73.8% 1,335 $386K
Portfolio Resources Advisor Group, Inc. 0.33% Add +9.8% 1,334 $386K
Frankly Finances, LLC 0.30% No change 1,323 $383K
Woodside Wealth Management LLC 0.27% No change 1,321 $382K
Retirement Management Systems Inc. 0.08% Reduce -3.8% 1,319 $382K
Sandler Capital Management 0.22% New 1,315 $381K
Israel Discount Bank of New York 0.70% Add +13.9% 1,308 $378K
Red Spruce Capital, LLC 0.13% No change 1,305 $378K
Conestoga Capital Advisors, LLC 0.01% Reduce -2.3% 1,305 $378K
Blueline Advisors LLC 0.26% No change 1,301 $376K
ABS Investment Management LLC 0.24% — 289 $376K
Samjo Management, LLC 0.13% No change 1,280 $370K
Goldstream Capital Management Ltd 0.44% Reduce -81.8% 1,274 $369K
CSP Financial Group, LLC 0.31% New 1,265 $366K
Generations Wealth, LLC 0.35% New 1,265 $366K
MilWealth Group LLC 0.08% Reduce -1.0% 1,258 $364K
Evoke Wealth, LLC 23.36% — 1,255 $363K
Palladiem, LLC 0.35% Reduce -21.6% 1,251 $362K
Fi3 FINANCIAL ADVISORS, LLC 0.09% Reduce -97.5% 1,091 $362K
HFM Investment Advisors, LLC 0.13% Add +22.2% 1,249 $361K
Interactive Financial Advisors, Inc. 0.22% Reduce -7.3% 1,241 $359K
Frontier Asset Management, LLC 0.06% Reduce -20.6% 1,217 $352K
Financial Architects, LLC 0.17% Reduce -19.0% 1,215 $352K
Zeit Capital LLC 0.21% Add +33.3% 1,213 $351K
Rochester Wealth Strategies, LLC 0.19% Reduce -28.0% 1,213 $351K
FIDELIS iM, LLC 0.12% Reduce -24.1% 1,197 $346K
Crosspoint Financial, LLC 0.79% Add +12.9% 1,195 $346K
LBJ Family Wealth Advisors, Ltd. 0.17% Add +0.1% 1,219 $343K
Schaeffer Financial LLC 0.26% Add +0.1% 1,182 $342K
FORA Capital, LLC 0.02% New 1,181 $341K
Lockerman Financial Group, Inc. 0.52% Reduce -6.3% 1,178 $341K
Salus Financial Advisors, LLC 0.17% Reduce -1.8% 1,177 $341K
MKD Wealth Coaches, LLC 0.29% Add +7.2% 1,174 $340K
BFI Wealth Solutions, LLC 0.25% Reduce -0.3% 1,166 $337K
Pura Vida Investments, LLC 0.91% No change 1,165 $337K
Capital Wealth Alliance, LLC 0.16% Add +6.4% 1,161 $336K
Larch Capital Partners LLC 0.05% New 1,157 $335K
1492 Capital Management LLC 0.10% Reduce -9.8% 1,154 $334K
Liberty Atlantic Advisors LLC 0.24% Add +12.1% 1,152 $333K
Managed Asset Portfolios, LLC 0.04% Add +9.6% 1,147 $332K
Compass Financial Group, Inc. 0.14% Add +10.3% 1,143 $331K
Aventus Investment Advisors, Inc. 0.24% Add +13.2% 1,141 $330K
Wealth Advisory Team LLC 0.27% — 1,136 $329K
10Elms LLP 0.15% Add +173.4% 1,132 $328K
Midwest Heritage Bank, FSB 0.09% No change 1,125 $326K
Cygnus Capital Advisors, LLC 0.22% No change 1,120 $324K
Strategic Advocates LLC 1.25% Add +0.7% 1,113 $322K
Platt Investment Counsel, LLC 0.22% Add +18.8% 1,111 $321K
Melone Private Wealth, LLC 0.12% Add +0.1% 1,109 $321K
Moneywise, Inc. 0.12% Add +1.8% 1,102 $319K
Granger Management LLC 0.10% Reduce -0.1% 1,100 $319K
Mills Wealth Advisors LLC 0.10% Reduce -12.1% 1,093 $316K
Applied Capital LLC 0.10% Reduce -0.1% 1,093 $316K
LifePlan Financial, LLC 0.22% Reduce -63.4% 1,087 $315K
BCU Wealth Advisors, LLC 0.10% Add +14.3% 1,086 $314K
Catherine Avery Investment Management LLC 0.14% Reduce -1.6% 1,082 $313K
Allstreet Capital Advisors LLC 0.20% No change 1,076 $311K
Advantage Trust Co 0.11% No change 1,075 $311K
LGL Partners, LLC 0.11% No change 1,073 $311K
Cardinal Capital Management, Inc. 0.01% Add +7.6% 1,073 $310K
Pandowealth. LLC 0.25% Reduce -6.2% 1,065 $308K
E&R Wealth Management, LLC 0.26% Reduce -1.7% 1,058 $306K
Gator Capital Management, LLC 0.07% No change 1,056 $306K
Oxford Asset Management LLP 0.15% New 1,055 $305K
LCW Services, LLC 0.13% No change 1,047 $303K
Brindle & Bay Financial Advisors, LLC 0.15% New 1,042 $302K
Burrus Financial Services, Inc. 0.13% Reduce -25.2% 1,037 $300K
ETF Store, Inc. 0.25% Reduce -10.2% 1,034 $299K
Eq Wealth Advisors, LLC 0.16% Reduce -8.8% 1,031 $298K
JHP Wealth Management, LLC 0.24% No change 1,031 $298K
Midwest Financial Network, LLC 0.20% Add +11.7% 1,029 $298K
River's Edge Wealth Management, LLC 0.26% Add +1.6% 898 $294K
Compass Financial Group, Inc. (Ohio) 0.20% No change 1,014 $293K
Capital Management Corp. 0.04% Add +5.6% 1,003 $290K
Guardian Wealth Management, LLC 0.08% Add +2.3% 1,000 $289K
BCO Wealth Management LLC 0.16% No change 998 $289K
Ciovacco Capital Management LLC 0.13% No change 994 $288K
Disciplined Growth Investors Inc. 0.00% No change 992 $287K
Cornerstone Management, Inc. 0.04% Reduce -10.6% 990 $286K
Journey Beyond Wealth, LLC 0.22% Reduce -2.2% 986 $285K
Stuart Investment Advisors, Inc. 0.11% Reduce -2.5% 984 $285K
Bullseye Investment Management, LLC 0.14% No change 983 $284K
Round Hill Asset Management 0.18% Reduce -44.0% 979 $283K
P.A.W. Capital Corp. 0.22% No change 975 $282K
Plus Group Wealth Advisors LLC 0.26% Reduce -5.8% 973 $282K
Mann Financial Group, Inc. 0.24% No change 972 $281K
Capstone Wealth Management, Inc. 0.21% Add +4.6% 956 $281K
XP Advisory US, Inc. 0.15% — 961 $278K
Ruane, Cunniff & Goldfarb L.P. 0.00% No change 961 $278K
Chartist Inc. 0.17% Reduce -0.9% 954 $276K
Evergreen Wealth Management, LLC 0.13% Add +5.5% 952 $275K
Brown Capital Management LLC 0.06% No change 952 $275K
Aurelius Family Office LLC 0.11% No change 950 $275K
Oakmont Advisory Group, LLC 0.23% Reduce -2.1% 947 $274K
Causeway Capital Management LLC 0.00% Add +2.6% 947 $274K
Allodium Investment Consultants, LLC 0.12% Reduce -19.7% 936 $271K
Peirce Capital Management, LLC 0.10% No change 929 $269K
Broadview Financial Management, LLC 0.16% New 923 $267K
Bontempo Ohly Capital Mgmt LLC 0.11% Add +7.2% 923 $267K
Grand Wealth Management, LLC 0.11% Add +12.7% 922 $267K
Alexander Randolph Advisory, Inc. 0.22% Reduce -31.1% 920 $266K
Legacy Wealth Management, LLC 0.01% Reduce -8.9% 917 $265K
S. R. Schill & Associates 0.16% Reduce -20.6% 914 $264K
Van Den Berg Management I, Inc. 0.06% No change 904 $261K
Colrain Capital LLC 0.09% Reduce -10.0% 900 $260K
Ping Capital Management, Inc. 0.08% Reduce -84.5% 900 $260K
Kastel Capital Advisors, LLC 0.16% No change 1,024 $260K
VanWeelden Wealth Management, LLC 0.19% Reduce -48.2% 888 $257K
Sageworth Trust Co of South Dakota 0.16% Reduce -49.8% 887 $257K
Arlington Partners LLC 0.46% Reduce -5.1% 886 $256K
Sherwood Financial Partners, LLC 0.21% No change 883 $256K
Twin City Private Wealth, LLC 0.18% Reduce -53.3% 877 $254K
Midwest Capital Advisors, LLC 0.10% Add +13.2% 876 $254K
New Dimensions Wealth Management, LLC 0.19% Add +5.3% 868 $251K
Members Advisory Group LLC 0.07% No change 865 $250K
Life Planning Partners, Inc 0.18% No change 858 $248K
Blueshift Asset Management, LLC 0.06% Reduce -70.8% 858 $248K
Williamson Legacy Group, LLC 0.12% Add +3.9% 854 $247K
Richardson Capital Management LLC 0.11% Reduce -51.1% 853 $247K
Torren Management, LLC 0.12% Reduce -7.6% 848 $245K
Polymer Capital Management (US) LLC 0.04% New 846 $245K
FFG Partners, LLC 0.07% New 820 $237K
Sterling Investment Advisors LLC 0.11% Reduce -12.8% 820 $237K
Bayshore Capital Advisors, LLC 0.11% No change 815 $236K
Astoria Strategic Wealth, Inc. 0.05% Reduce -0.8% 813 $235K
Upper Left Wealth Management, LLC 0.13% No change 803 $232K
SMI Advisory Services, LLC 0.04% New 739 $231K
Arbor Wealth Management LLC\AZ 0.20% No change 797 $231K
Axiom Financial Strategies, LLC 0.07% Reduce -2.1% 797 $231K
Optimist Retirement Group LLC 0.09% No change 793 $230K
Alpha Wealth Funds, LLC 0.14% New 793 $229K
Cutler Capital Management, LLC 0.07% New 787 $228K
Hershey Financial Advisers, LLC 0.16% New 778 $225K
Corbyn Investment Management Inc. 0.09% New 777 $225K
Harpswell Capital Advisors, LLC 0.14% New 775 $224K
Spectrum Financial Alliance Ltd LLC 0.03% Reduce -9.1% 773 $224K
Independence Asset Advisors, LLC 0.06% New 772 $223K
NorthAvenue LLC 0.16% Add +0.1% 772 $223K
First Wilshire Securities Management Inc. 0.05% New 770 $223K
Financial Planning Fort Collins, LLC 0.18% New 704 $223K
Winnacle Wealth LLC 0.15% New 763 $221K
SWF LLC 0.01% Reduce -18.5% 752 $218K
Letko, Brosseau & Associates Inc. 0.00% New 750 $217K
TT Capital Management LLC 0.17% New 742 $215K
Retirement Financial Solutions, LLC 0.05% New 732 $212K
LTG Capital LLC 0.14% New 722 $209K
McKinney Capital Management, LLC 0.08% Reduce -97.9% 717 $207K
FFG Retirement Advisors LLC 0.11% New 717 $207K
Massar Capital Management, LP 0.07% New 704 $204K
MJT & Associates Financial Advisory Group, Inc. 0.13% Reduce -2.2% 701 $203K
Compound Global Advisors, LLC 5.00% New 700 $203K
West Tower Group, LLC 0.57% Reduce -76.7% 700 $203K
Kane Co Wealth Management, Inc. 0.15% New 700 $203K
Kassira Wealth Management LLC 0.16% New 694 $201K
Fund Evaluation Group, LLC 0.01% Reduce -57.5% 694 $201K
180 GPS Investments IC Ltd 0.15% — 692 $200K
Fiduciary Advisors, Inc. 0.13% Reduce -2.7% 681 $197K
Regatta Research & Money Management 0.18% — 669 $193K
Access Investment Management LLC 0.05% Reduce -23.1% 665 $192K
Dorato Capital Management 0.13% No change 603 $190K
Vestor Capital, LLC 0.01% Reduce -99.8% 557 $188K
Ascentis Independent Advisors 0.50% Reduce -99.7% 643 $186K
Dixon Mitchell Investment Counsel Inc. 0.01% No change 357 $169K
Collier Financial 0.12% No change 584 $169K
Bard Associates Inc. 0.04% Add +39.3% 557 $161K
Volterra Technologies LP 0.10% New 554 $160K
Networth Advisors, LLC 0.09% Reduce -0.4% 537 $155K
Cordant, Inc. 0.06% Add +5.7% 534 $155K
Mountain Hill Investment Partners Corp. 0.08% No change 508 $147K
FNY Investment Advisers, LLC 0.05% Reduce -83.3% 502 $145K
Glynn Capital Management LLC 0.04% Add +14.2% 491 $142K
Titan Wealth (CI) Ltd 0.05% No change 491 $142K
Centiva Capital, LP 0.00% Reduce -99.5% 477 $138K
Quarry LP 0.02% Reduce -7.1% 470 $136K
Wormser Freres Gestion 0.07% No change 400 $125K
Teachers Insurance & Annuity Association of America 0.14% Add +30.3% 430 $124K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -76.4% 409 $118K
Baron Capital (BAMCO) 0.00% New 408 $118K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.34% Reduce -69.0% 383 $111K
Morgan Dempsey Capital Management LLC 0.05% Reduce -8.8% 365 $106K
Pillar Financial Advisors, LLC 0.05% No change 322 $93K
Bayforest Capital Ltd 0.09% Reduce -59.9% 320 $93K
PayPay Securities Corp 2.18% Add +4.8% 309 $89K
Financially Speaking Inc 0.40% No change 322 $82K
Inspire Investing, LLC 0.00% No change 278 $81K
Timmons Wealth Management, LLC 0.05% No change 252 $73K
Keystone Financial Group, Inc. 0.04% Add +1.6% 250 $72K
Disciplina Capital Management LLC 0.01% Add +0.4% 237 $68K
Conquis Financial LLC 0.05% No change 220 $64K
Longfellow Investment Management Co. LLC 0.01% No change 105 $30K
LM Advisors LLC 0.13% Add +287.1% 100,835 $29K
Avenir Tech Ltd 0.00% No change 100 $29K
Drystone LLC 0.02% No change 98 $28K
Positano Wealth Management Ltd 0.01% Reduce -98.4% 80 $23K
Park Square Financial Group, LLC 0.20% Reduce -22.0% 78 $23K
Nexus Investment Management ULC 0.00% No change 60 $17K
Vanguard Advisers Inc. 0.00% Add +21.9% 39 $11K
ROSS\JOHNSON & Associates LLC 0.11% Add +50.0% 24 $7K
Transce3nd, LLC 0.04% No change 16 $5K
Berkshire Capital Holdings Inc. 0.00% No change 10 $3K
Capital Advisor Network LLC 0.00% Reduce -10.0% 9 $3K
Coppell Advisory Solutions LLC 0.00% Reduce -32.6% 42,130 $2K
Capco Asset Management, LLC 0.00% No change 4 $1K
Globeflex Capital L P 0.00% New 1 $289

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