AmgenAMGN

13F holders, Q2 2024 (June 30)
2,790holders +70
168new positions
98sold out
10famous investors
$312.20avg. 13F price*

At the end of Q2 2024, 2,790 institutions reported holding Amgen Inc. (AMGN) in their 13F filings, up 70 from Q1 2024. 168 opened new positions and 98 sold out. The largest holders were Vanguard Group Inc. ($16.2B), BlackRock Inc. ($14.4B) and State Street Corp. ($9.1B). 10 famous investors held it, including Cathie Wood (0.2% of ARK Investment Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
Amgen Inc.
Sector
Health Care
CUSIP
031162100
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,000 Q1 2024: 2,720Q1 2024Q2 2024: 2,790Q2 2024Q3 2024: 2,830Q3 2024Q4 2024: 2,859Q4 2024Q1 2025: 2,934Q1 2025Q2 2025: 2,858Q2 2025Q3 2025: 2,826Q3 2025Q4 2025: 3,096Q4 2025Q1 2026: 3,152Q1 2026Q2 2026: 3,162Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions168$376.6M
Exits98$329.6M

All 13F filers, Q1 2024 → Q2 2024: 20,680,165 shares bought and 20,839,200 shares sold, net −159,035 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,790 holders

Vanguard Group Inc. 0.31% Reduce -0.4% 51,873,366 $16.2B
BlackRock Inc. 0.33% Reduce -4.0% 46,042,729 $14.4B
State Street Corp. 0.40% Reduce -0.6% 28,971,481 $9.1B
Primecap Management Co. 3.27% Reduce -1.1% 14,447,127 $4.5B
Morgan Stanley 0.35% Add +2.8% 14,362,478 $4.5B
Geode Capital Management, LLC 0.33% Add +3.2% 12,019,038 $3.7B
Charles Schwab Investment Management Inc. 0.61% Reduce -5.1% 10,280,753 $3.2B
Capital International Investors 0.54% Add +19.6% 8,378,960 $2.6B
Wells Fargo & Company 0.62% Add +2.3% 7,677,589 $2.4B
Bank of America Corp. 0.18% Add +36.0% 6,036,762 $1.9B
Northern Trust Corp. 0.31% Reduce -2.7% 5,852,782 $1.8B
Norges Bank 0.27% Add +2.9% 5,807,622 $1.8B
Bank of New York Mellon Corp 0.32% Add +0.1% 5,363,611 $1.7B
Goldman Sachs Group Inc. 0.32% Add +20.4% 5,181,630 $1.6B
Royal Bank of Canada 0.38% Reduce -6.9% 5,022,664 $1.6B
Janus Henderson Group PLC 0.77% Add +93.4% 4,604,785 $1.4B
T. Rowe Price Associates Inc. 0.17% Add +44.1% 4,521,614 $1.4B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.37% Add +24.1% 4,178,147 $1.3B
FMR LLC 0.08% Add +1.3% 4,065,601 $1.3B
Capital Research Global Investors 0.27% Reduce -29.4% 4,004,462 $1.3B
Aristotle Capital Management, LLC 2.37% Reduce -2.9% 3,925,609 $1.2B
Legal & General Group Plc 0.33% Reduce -6.9% 3,779,308 $1.2B
UBS Group AG 0.36% Reduce -0.8% 3,716,671 $1.2B
Nuveen Asset Management, LLC 0.33% Add +2.2% 3,562,492 $1.1B
Deutsche Bank AG 0.47% Add +1.6% 3,313,467 $1.0B
Amundi 0.40% Reduce -0.8% 3,341,868 $1.0B
Invesco Ltd. 0.22% Add +5.7% 3,273,762 $1.0B
State Farm Mutual Automobile Insurance Co. 0.77% No change 2,715,656 $848.5M
Dimensional Fund Advisors LP 0.22% Add +6.4% 2,701,631 $844.1M
California Public Employees Retirement System 0.61% Reduce -3.3% 2,662,500 $831.9M
JPMorgan Chase & Co. 0.07% Reduce -28.4% 2,605,068 $814.0M
Boston Partners 0.89% Add +2.5% 2,294,410 $718.2M
Franklin Resources Inc. 0.20% Add +23.0% 2,079,293 $649.7M
Ameriprise Financial Inc. 0.17% Reduce -1.6% 1,943,963 $608.4M
HSBC Holdings PLC 0.38% Add +12.3% 1,887,565 $590.2M
Barclays PLC 0.27% Reduce -56.6% 1,883,555 $588.5M
Nordea Investment Management AB 0.67% Add +0.3% 1,805,288 $568.1M
Beutel, Goodman & Co Ltd. 2.78% Add +5.2% 1,673,291 $522.8M
Swiss National Bank 0.34% Reduce -1.0% 1,586,733 $495.8M
Alliancebernstein L.P. 0.17% Reduce -20.2% 1,557,810 $486.7M
Sumitomo Mitsui Trust Group, Inc. 0.36% Reduce -6.7% 1,548,970 $484.0M
Montrusco Bolton Investments Inc. 4.99% Reduce -14.0% 1,557,709 $475.4M
Stifel Financial Corp. 0.51% Add +2.0% 1,461,611 $456.7M
Envestnet Asset Management Inc. 0.15% Add +8.2% 1,408,785 $440.2M
Bank of Montreal 0.13% Add +6.0% 1,295,602 $414.8M
Federated Hermes, Inc. 0.98% Reduce -10.5% 1,317,438 $411.6M
Capital Wealth Planning, LLC 4.01% Add +47.1% 1,226,027 $383.1M
Allianz Asset Management GmbH 0.60% Reduce -12.0% 1,187,433 $371.0M
BNP Paribas Financial Markets 0.40% Reduce -14.5% 1,181,272 $369.1M
Smead Capital Management, Inc. 5.53% Add +5.5% 1,133,307 $354.1M
Sarasin & Partners LLP 3.12% Reduce -1.1% 1,128,536 $352.6M
Aberdeen Group plc 0.65% Add +0.9% 1,077,342 $336.6M
PNC Financial Services Group, Inc. 0.22% Reduce -1.2% 1,068,066 $333.7M
Raymond James & Associates 0.22% Reduce -1.4% 1,065,005 $332.8M
Rhumbline Advisers 0.31% Reduce -0.0% 1,061,727 $331.7M
Qube Research & Technologies Ltd 0.61% Add +30.6% 1,061,051 $331.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.39% Add +13.7% 1,032,805 $322.7M
Voya Investment Management LLC 0.35% Add +166.8% 999,253 $312.2M
Pictet Asset Management Holding SA 0.34% Reduce -32.0% 943,765 $294.9M
National Pension Service 0.33% Add +2.2% 926,058 $289.3M
Mariner, LLC 0.54% Add +5.6% 896,868 $280.2M
California State Teachers Retirement System 0.33% Reduce -0.4% 871,350 $272.3M
Citigroup Inc. 0.24% Add +14.8% 788,509 $246.4M
LSV Asset Management 0.52% Reduce -43.7% 766,190 $239.4M
New York State Common Retirement Fund 0.31% Reduce -0.4% 763,817 $238.7M
US Bancorp \de 0.32% Add +1.6% 758,734 $237.1M
LPL Financial LLC 0.12% Add +9.8% 746,946 $233.4M
Victory Capital Management Inc. 0.23% Reduce -1.2% 726,530 $227.0M
Two Sigma Advisers, LP 0.50% Add +105.0% 716,900 $224.0M
DekaBank Deutsche Girozentrale 0.40% Reduce -8.4% 703,638 $220.9M
Truist Financial Corp. 0.33% Add +8.2% 685,948 $214.3M
National Bank of Canada 0.33% Reduce -16.1% 684,818 $212.9M
ProShare Advisors LLC 0.55% Reduce -7.0% 661,578 $206.7M
Jennison Associates LLC 0.13% Add +19.1% 658,224 $205.7M
Marshall Wace, LLP 0.29% Add +35.8% 656,498 $205.1M
Prudential Financial Inc. 0.30% Add +22.3% 635,298 $198.5M
HighTower Advisors, LLC 0.31% Add +3.3% 633,744 $197.8M
Thrivent Financial for Lutherans 0.39% Add +6.1% 625,305 $195.4M
Candriam S.C.A. 1.17% Reduce -11.4% 610,168 $190.6M
Principal Financial Group Inc. 0.11% Reduce -2.3% 599,387 $187.3M
Schroder Investment Management Group 0.21% Add +14.8% 595,943 $186.2M
APG Asset Management N.V. 0.33% Add +11.8% 629,733 $183.6M
TD Asset Management Inc 0.17% Add +9.1% 584,546 $182.6M
Adage Capital Partners Gp, L.L.C. 0.33% Add +38.2% 578,296 $180.7M
Corient Private Wealth LP 0.31% Reduce -0.1% 576,606 $180.2M
Deep Track Capital, LP 5.37% Add +4.5% 575,000 $179.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.46% Add +53.1% 574,972 $179.7M
Bahl & Gaynor LLC 1.00% Reduce -6.2% 574,961 $179.6M
Captrust Financial Advisors 0.57% Reduce -11.8% 569,373 $177.9M
Two Sigma Investments, LP 0.42% Add +382.4% 542,148 $169.4M
Swedbank AB 0.22% Reduce -0.3% 533,148 $166.6M
State Board of Administration of Florida Retirement System 0.32% Reduce -11.9% 524,898 $164.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.53% Add +86.4% 516,886 $161.5M
New York State Teachers Retirement System 0.34% Reduce -5.1% 511,939 $160.0M
King Luther Capital Management Corp. 0.72% Reduce -0.1% 511,380 $159.8M
Manufacturers Life Insurance Company, The 0.15% Reduce -2.9% 508,931 $159.0M
Polar Capital Holdings Plc 0.93% Add +36.2% 503,110 $157.2M
Robeco Institutional Asset Management B.V. 0.34% Reduce -50.1% 499,278 $156.0M
Raymond James Financial Services Advisors, Inc. 0.21% Add +2.5% 479,325 $149.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.34% — 452,456 $141.4M
Rockefeller Capital Management L.P. 0.40% Add +3.4% 447,689 $139.9M
Canada Pension Plan Investment Board 0.14% Reduce -44.0% 440,798 $137.7M
Handelsbanken Fonder AB 0.59% Add +4.9% 435,990 $136.2M
Janney Montgomery Scott LLC 0.41% Add +36.1% 427,202 $133.5M
Penserra Capital Management LLC 1.68% Add +54.6% 425,912 $133.1M
Jane Street Group, LLC 0.14% Add +63.9% 422,292 $131.9M
Empower Advisory Group, LLC 0.48% Reduce -0.1% 417,663 $130.5M
Brown Advisory Inc. 0.17% Add +15.1% 405,801 $126.8M
First Trust Advisors LP 0.13% Reduce -20.5% 405,473 $126.7M
Coho Partners, Ltd. 4.32% Reduce -13.1% 396,628 $123.9M
Danske Bank A/S 0.45% Reduce -11.7% 392,266 $122.6M
Korea Investment CORP 0.31% Add +4.5% 388,693 $121.4M
Commonwealth Equity Services, LLC 0.19% Reduce -1.8% 386,870 $120.9M
Sei Investments Co. 0.17% Add +1.4% 379,688 $118.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.13% Reduce -33.0% 377,518 $117.9M
Commerce Bank 0.76% Add +4.8% 376,144 $117.5M
Bartlett & Co. Wealth Management LLC 1.77% Reduce -2.1% 373,630 $116.7M
Forum Financial Management, LP 1.98% Add +0.2% 350,824 $109.6M
Mirae Asset Global Investments Co., Ltd. 0.54% Reduce -52.8% 347,035 $108.9M
Fifth Third Bancorp 0.41% Add +2.4% 345,978 $108.1M
Cerity Partners LLC 0.29% Reduce -9.8% 345,239 $107.9M
Wealth Enhancement Advisory Services, LLC 0.25% Add +4.5% 341,678 $106.8M
Mitsubishi UFJ Trust & Banking Corp 0.25% Reduce -19.3% 334,666 $104.6M
Baird Financial Group, Inc. 0.22% Reduce -2.6% 334,257 $104.4M
Brandywine Global Investment Management, LLC 0.79% Add +3.6% 333,867 $104.3M
M&T Bank Corp 0.35% Reduce -0.7% 331,262 $103.5M
Nomura Asset Management Co. Ltd. 0.35% Reduce -5.3% 328,909 $102.8M
Aviva PLC 0.29% Add +27.5% 325,771 $101.8M
Fred Alger Management, LLC 0.49% Add +128.4% 325,752 $101.8M
Great Lakes Advisors, LLC 0.90% Reduce -8.8% 325,093 $101.6M
Asset Management One Co., Ltd. 0.38% Reduce -3.4% 321,235 $100.4M
CIBC Asset Management Inc 0.35% Reduce -6.2% 319,078 $99.7M
American Century Companies Inc. 0.06% Reduce -10.5% 312,542 $97.7M
D. E. Shaw & Co. 0.15% Reduce -25.9% 306,680 $95.8M
ING Groep NV 0.56% Add +18.4% 303,923 $95.0M
Chevy Chase Trust Holdings, LLC 0.30% Reduce -1.8% 298,426 $93.2M
Wilkinson Global Asset Management LLC 5.73% Reduce -1.7% 293,369 $91.7M
Woodline Partners LP 0.88% Add +92.0% 292,133 $91.3M
Storebrand Asset Management As 0.30% Reduce -8.1% 291,343 $91.0M
State of Wisconsin Investment Board 0.24% Reduce -1.3% 290,566 $90.8M
AXA S.A. 0.27% Reduce -50.2% 289,377 $90.4M
Natixis Advisors, LLC 0.19% Add +12.3% 277,632 $86.7M
Guggenheim Capital LLC 0.62% Reduce -4.1% 277,069 $86.6M
Assetmark, Inc. 0.27% Reduce -1.0% 274,588 $85.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.00% Add +3.3% 271,347 $84.8M
Ensign Peak Advisors, Inc 0.15% Reduce -1.5% 268,960 $84.0M
J. Safra Sarasin Holding AG 1.53% — 268,523 $83.9M
Van Eck Associates Corp. 0.12% Reduce -0.3% 266,873 $83.4M
Treasurer of the State of North Carolina 0.35% Reduce -0.3% 261,774 $81.8M
TCW Group Inc. 0.73% Add +30.4% 259,743 $81.2M
FIL Ltd 0.08% Reduce -11.1% 256,976 $80.3M
Stonegate Investment Group, LLC 2.31% Add +84.5% 255,430 $79.8M
CIBC Private Wealth Group LLC 0.15% Add +0.2% 249,519 $77.7M
Public Employees Retirement System of Ohio 0.30% Reduce -6.5% 246,504 $77.0M
Russell Investments Group, Ltd. 0.12% Reduce -5.6% 241,102 $75.4M
Macquarie Group Ltd. 0.09% Reduce -14.4% 237,288 $74.1M
Skandinaviska Enskilda Banken AB (publ) 0.35% Add +1.1% 236,455 $73.9M
Wellington Management Group LLP 0.01% Reduce -8.5% 234,412 $73.2M
Glenmede Trust Co. NA 0.37% Reduce -21.1% 232,927 $72.8M
Assenagon Asset Management S.A. 0.18% Reduce -57.5% 232,751 $72.7M
Farallon Capital Management, L.L.C. 0.44% New 232,000 $72.5M
Comerica Bank 0.30% Reduce -1.8% 230,656 $72.1M
Man Group plc 0.19% Reduce -37.6% 228,128 $71.3M
Silvercrest Asset Management Group LLC 0.49% Reduce -1.7% 227,606 $71.1M
First Financial Bankshares Inc 1.62% Reduce -0.1% 226,824 $70.9M
Royal London Asset Management Ltd. 0.18% Add +2.5% 222,919 $69.7M
State of Tennessee, Department of Treasury 0.25% Reduce -4.7% 219,267 $68.5M
D.A. Davidson & Co. 0.59% Reduce -0.8% 212,678 $66.4M
Panagora Asset Management Inc. 0.33% Add +2602.8% 212,440 $66.4M
Ossiam 1.22% Add +316.2% 205,672 $64.3M
Aaron Wealth Advisors LLC 8.91% Reduce -0.6% 205,447 $64.2M
Cibc World Markets Corp. 0.42% Add +16.6% 203,233 $63.5M
Cetera Investment Advisers 0.15% Reduce -13.1% 202,748 $63.3M
Susquehanna International Group, LLP 0.11% Add +11.3% 202,156 $63.2M
HM Payson & Co. 1.15% Add +17.2% 202,113 $63.2M
Neuberger Berman Group LLC 0.05% Reduce -50.4% 199,168 $62.3M
State of New Jersey Common Pension Fund D 0.27% Reduce -35.2% 197,276 $61.6M
Seizert Capital Partners, LLC 2.97% Reduce -7.7% 191,439 $59.8M
Blair William & Co. 0.18% Add +38.3% 187,658 $58.6M
Harvest Portfolios Group Inc. 2.23% Add +0.6% 186,343 $58.2M
Keybank National Association 0.24% Add +0.8% 185,839 $58.1M
Creative Planning 0.06% Add +8.4% 182,593 $57.1M
Corebridge Financial, Inc. 0.31% — 181,065 $56.6M
Resona Asset Management Co.,Ltd. 0.34% Reduce -6.3% 179,361 $56.1M
MML Investors Services, LLC 0.23% Add +5.3% 178,858 $55.9M
Caisse de depot et placement du Quebec 0.14% Reduce -20.1% 178,123 $55.7M
Swiss Life Asset Management Ltd 0.65% Add +55.3% 175,873 $54.9M
Vaughan David Investments LLC 1.39% Add +0.3% 175,610 $54.9M
Vontobel Holding Ltd. 0.18% Add +6.4% 174,631 $54.6M
SG Americas Securities, LLC 0.35% Add +431.7% 174,443 $54.5M
STRS Ohio 0.21% Reduce -2.8% 173,467 $54.2M
Mackenzie Financial Corp. 0.08% Reduce -13.9% 172,434 $53.9M
Toronto Dominion Bank 0.09% Reduce -23.7% 172,321 $53.8M
Daiwa Securities Group Inc. 0.29% Add +6.5% 169,543 $53.0M
Nisa Investment Advisors, LLC 0.33% Reduce -6.2% 168,806 $52.7M
MetLife Investment Management, LLC 0.30% Add +15.8% 162,463 $50.8M
Rafferty Asset Management, LLC 0.19% Add +19.0% 160,737 $50.2M
APG Asset Management US Inc. 0.28% Add +2.2% 158,539 $49.3M
Credit Agricole S A 0.30% Add +153.2% 155,664 $48.6M
Alpha Cubed Investments, LLC 2.32% Add +23.0% 155,484 $48.6M
Arizona State Retirement System 0.32% Add +1.2% 155,366 $48.5M
Osaic Holdings, Inc. 0.11% Reduce -26.1% 152,179 $47.6M
DNB Asset Management AS 0.23% Add +37.9% 152,124 $47.5M
Allspring Global Investments Holdings, LLC 0.08% Reduce -41.2% 151,966 $47.5M
Bank of Nova Scotia 0.09% Add +60.0% 149,972 $46.9M
Agf Management Ltd. 0.26% Add +63.2% 148,984 $46.6M
Gateway Investment Advisers LLC 0.53% Reduce -0.7% 148,695 $46.5M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.52% — 147,762 $46.2M
State of Michigan Retirement System 0.24% Add +0.2% 146,897 $45.9M
Edgar Lomax Co. 2.97% Reduce -1.3% 146,715 $45.8M
KBC Group NV 0.13% Reduce -1.0% 142,825 $44.6M
Saturna Capital Corp. 0.59% Reduce -69.5% 141,262 $44.1M
Railway Pension Investments Ltd 0.52% Reduce -59.0% 140,300 $43.8M
USS Investment Management Ltd 0.35% Add +1.4% 139,029 $43.4M
Orbimed Advisors LLC 0.84% Add +112.8% 134,900 $42.1M
Atalanta Sosnoff Capital, LLC 0.93% Add +131.6% 132,239 $41.3M
Daymark Wealth Partners, LLC 1.87% Add +1.5% 228,195 $40.8M
Meyer Handelman Co. 1.43% Add +7.2% 129,831 $40.6M
Forsta Ap-Fonden 0.36% Reduce -9.4% 129,800 $40.6M
Cwm, LLC 0.19% Add +1.7% 128,843 $40.3M
Zurich Insurance Group Ltd 0.34% Add +591.7% 125,886 $39.3M
Todd Asset Management LLC 0.81% Reduce -0.5% 125,359 $39.2M
Oak Associates Ltd. 2.60% Reduce -0.3% 125,300 $39.1M
Teacher Retirement System of Texas 0.22% Add +2.3% 124,535 $38.9M
Teachers Retirement System of the State of Kentucky 0.35% Reduce -1.0% 124,488 $38.9M
Quantinno Capital Management LP 0.70% Add +1.6% 124,004 $38.7M
Oppenheimer & Co. Inc. 0.61% Add +2.0% 123,638 $38.6M
Sequoia Financial Advisors, LLC 0.46% Add +3.5% 122,903 $38.4M
W1M Asset Management Ltd 3.24% Reduce -18.1% 122,734 $38.3M
Modera Wealth Management, LLC 0.56% Reduce -4.6% 121,004 $37.8M
Clark Capital Management Group, Inc. 0.28% Add +1.6% 120,241 $37.6M
Xponance LLC 0.38% Add +4.5% 119,858 $37.4M
Beacon Pointe Advisors, LLC 0.44% Add +6.5% 119,678 $37.4M
Retirement Systems of Alabama 0.14% Add +0.2% 118,331 $37.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.24% Add +0.3% 117,828 $36.8M
Avity Investment Management Inc. 2.95% Reduce -1.1% 117,240 $36.6M
Peapack Gladstone Financial Corp. 0.56% Add +2.0% 115,873 $36.2M
First Manhattan Co. Llc. 0.11% Reduce -4.6% 113,969 $35.6M
Advisors Asset Management, Inc. 0.69% Reduce -3.1% 113,817 $35.6M
Smith Chas P & Associates Pa Cpas 2.11% Add +1.5% 113,680 $35.5M
GUNN & Co INVESTMENT MANAGEMENT, INC. 2.11% Add +1083.5% 113,680 $35.5M
Amalgamated Bank 0.30% Reduce -0.5% 113,663 $35.5M
Focus Partners Wealth 0.12% Add +7.4% 113,530 $35.5M
Distillate Capital Partners LLC 1.85% — 112,034 $35.0M
Kestra Advisory Services, LLC 0.20% Add +38.5% 111,640 $34.9M
IFM Investors Pty Ltd 0.35% Add +3.2% 111,508 $34.8M
Cambridge Investment Research Advisors, Inc. 0.13% Reduce -9.4% 109,752 $34.3M
Tredje AP-fonden 0.33% Reduce -10.6% 109,542 $34.2M
Capital International, Inc. 0.45% Add +8.5% 108,764 $34.0M
Morningstar Investment Services LLC 0.37% Reduce -1.4% 107,991 $33.9M
Varma Mutual Pension Insurance Co 0.27% Add +3.3% 106,859 $33.4M
Nissay Asset Management Corp. /Japan 0.22% Add +12.0% 106,655 $33.3M
Cornerstone Capital, Inc. 3.25% Reduce -1.2% 103,278 $32.3M
AMF Tjanstepension AB 0.24% Reduce -2.2% 103,002 $32.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.19% Add +60.1% 102,649 $32.1M
Czech National Bank 0.37% Add +8.6% 102,222 $31.9M
Factory Mutual Insurance Co. 0.35% Add +18.1% 97,400 $30.4M
Pathstone Holdings, LLC 0.14% Add +0.3% 96,911 $30.3M
Jmac Enterprises LLC 5.30% Add +0.4% 96,550 $30.2M
Erste Asset Management GmbH 0.40% Reduce -4.0% 95,629 $30.0M
Carnegie Investment Counsel 0.93% Add +2.2% 95,760 $29.9M
NorthCrest Asset Manangement, LLC 0.99% Add +2.5% 95,531 $29.8M
Cibc World Market Inc. 0.07% Reduce -11.6% 95,173 $29.7M
Bridges Investment Management Inc. 0.45% Add +207.8% 94,503 $29.5M
Capital Group Private Client Services, Inc. 0.29% Add +45.3% 94,192 $29.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.88% Add +0.6% 93,721 $29.3M
GW&K Investment Management, LLC 0.27% Reduce -2.3% 93,597 $29.2M
Williams Jones Wealth Management, LLC. 0.36% Add +60.6% 93,243 $29.1M
Becker Capital Management Inc. 0.99% Reduce -3.1% 92,797 $29.0M
Martingale Asset Management L P 0.63% Reduce -6.1% 92,728 $29.0M
GW Henssler & Associates Ltd. 1.74% Reduce -2.2% 92,558 $28.9M
Iat Reinsurance Co. LTD. 6.77% No change 92,500 $28.9M
KCM Investment Advisors LLC 1.04% Add +1.1% 92,093 $28.8M
Twin Tree Management, LP 0.83% New 90,697 $28.3M
Mn Services Vermogensbeheer B.V. 0.20% Add +0.6% 90,492 $28.3M
QRG Capital Management, Inc. 0.34% Add +2.4% 90,479 $28.3M
Cullen/Frost Bankers, Inc. 0.40% Add +0.1% 88,640 $27.7M
Utah Retirement Systems 0.33% Reduce -4.6% 88,361 $27.6M
Verity & Verity, LLC 2.96% Add +2.8% 86,977 $27.2M
TD Waterhouse Canada Inc. 0.24% Add +0.8% 86,687 $27.0M
Sabal Trust CO 1.58% Reduce -1.5% 85,167 $26.6M
Fisher Asset Management 0.01% Add +8.8% 84,378 $26.4M
Banco Santander, S.A. 0.32% Reduce -9.4% 83,860 $26.2M
Ashton Thomas Private Wealth, LLC 1.44% Add +2.5% 83,206 $26.0M
First Long Island Investors, LLC 2.20% Reduce -2.1% 83,141 $26.0M
Tri Locum Partners LP 6.50% New 82,271 $25.7M
Avantax Advisory Services, Inc. 0.18% Add +33.2% 81,997 $25.6M
Cresset Asset Management, LLC 0.11% Add +17.8% 81,874 $25.6M
SpiderRock Advisors, LLC 0.67% Add +16.9% 81,623 $25.5M
PFM Health Sciences, LP 1.41% New 81,034 $25.3M
Florida Trust Wealth Management Co 0.86% Reduce -2.3% 80,938 $25.3M
Jefferies Financial Group Inc. 0.53% Reduce -3.7% 80,426 $25.1M
UniSuper Management Pty Ltd 0.21% Add +20.1% 79,922 $25.0M
Busey Bank 0.85% Add +2.1% 79,317 $24.8M
Absher Wealth Management, LLC 3.46% Add +0.9% 78,934 $24.7M
St Germain D J Co. Inc. 1.19% Reduce -1.0% 78,875 $24.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.26% Reduce -49.1% 78,698 $24.6M
O'shaughnessy Asset Management, LLC 0.25% Add +16.1% 78,009 $24.4M
Valley Wealth Managers, Inc. 1.93% Reduce -5.6% 77,528 $24.2M
Shelton Capital Management 0.66% Reduce -0.3% 77,391 $24.2M
Financial Counselors Inc. 0.39% Add +10.2% 77,090 $24.1M
Clearbridge Investments, LLC 0.02% Reduce -1.2% 76,046 $23.8M
MBB Public Markets I LLC 0.49% Add +54.0% 75,712 $23.7M
Crossmark Global Holdings, Inc. 0.45% Reduce -19.6% 75,158 $23.5M
ARK Investment Management 0.21% Add +44.8% 74,821 $23.4M
Public Employees Retirement Association of Colorado 0.10% Reduce -2.9% 74,414 $23.3M
New York Life Investment Management LLC 0.23% Add +0.8% 74,094 $23.2M
Pacer Advisors, Inc. 0.05% Add +8.9% 74,039 $23.1M
Steward Partners Investment Advisory, LLC 0.24% Add +2.4% 73,551 $23.0M
Calamos Advisors LLC 0.16% Reduce -3.5% 73,299 $22.9M
AQR Capital Management 0.04% Reduce -71.6% 73,124 $22.8M
Bokf, NA 0.41% Reduce -5.0% 73,038 $22.8M
Louisiana State Employees Retirement System 0.44% Reduce -0.3% 72,900 $22.8M
Eagle Asset Management Inc. 0.12% Add +1.8% 73,090 $22.7M
Palisade Asset Management, LLC 2.34% Reduce -5.1% 72,282 $22.6M
Flputnam Investment Management Co. 0.42% Add +30.0% 71,062 $22.2M
Envestnet Portfolio Solutions, Inc. 0.08% Add +9.6% 70,590 $22.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.20% Reduce -4.1% 65,978 $22.0M
Prudential PLC 0.15% Add +7.3% 69,981 $21.9M
Abn Amro Investment Solutions 0.40% Reduce -13.8% 69,758 $21.8M
Chilton Capital Management LLC 0.98% Add +3.0% 69,653 $21.8M
Henshaw Capital LLC 0.98% No change 69,650 $21.8M
State of Alaska, Department of Revenue 0.24% Reduce -12.6% 69,614 $21.8M
JLB & Associates Inc. 2.93% Reduce -0.4% 69,387 $21.7M
Argent Capital Management LLC 0.64% Reduce -1.2% 69,259 $21.6M
Steigerwald, Gordon & Koch Inc. 2.59% Add +1.9% 68,543 $21.4M
NewEdge Wealth, LLC 0.46% Add +0.4% 68,443 $21.4M
Mutual of America Capital Management LLC 0.23% Reduce -3.2% 68,273 $21.3M
NorthCoast Asset Management LLC 0.18% Add +1.0% 67,862 $21.2M
Tower Research Capital LLC (TRC) 0.36% Add +20.8% 67,716 $21.2M
Yousif Capital Management, LLC 0.24% Reduce -3.9% 67,382 $21.1M
Millennium Management 0.02% Add +5.8% 67,207 $21.0M
Biechele Royce Advisors 7.08% Reduce 0.0% 67,072 $21.0M
Vantage Wealth 4.82% Reduce -2.5% 66,939 $20.9M
Kestra Private Wealth Services, LLC 0.41% Add +8.6% 65,952 $20.6M
United Capital Financial Advisors, LLC 0.18% Add +51.0% 65,947 $20.6M
Fort Washington Investment Advisors Inc. 0.13% Add +3222.3% 65,748 $20.5M
Raymond James Trust N.A. 0.48% Reduce -1.3% 65,598 $20.5M
Greatmark Investment Partners, Inc. 2.97% Add +0.8% 65,072 $20.3M
Empowered Funds, LLC 0.35% Add +99.3% 64,543 $20.2M
Cutter Capital Management, LP 6.11% New 64,201 $20.1M
Epoch Investment Partners, Inc. 0.09% Reduce -3.2% 64,025 $20.0M
Godsey & Gibb, Inc. 2.07% Add +0.1% 63,980 $20.0M
NewEdge Advisors, LLC 0.15% Add +26.9% 63,809 $19.9M
Synovus Financial Corp. 0.26% Add +0.8% 63,518 $19.8M
PointState Capital LP 0.57% New 63,517 $19.8M
Oak Asset Management, LLC 7.26% Reduce -0.1% 63,465 $19.8M
Foster Victor Wealth Advisors, LLC 1.64% Reduce -0.2% 58,922 $19.6M
Heritage Investors Management Corp. 0.68% Reduce -2.7% 62,486 $19.5M
NEOS Investment Management LLC 0.80% Add +52.9% 62,207 $19.4M
Profund Advisors LLC 0.72% Add +9.3% 61,993 $19.4M
Van Lanschot Kempen Investment Management N.V. 0.21% Reduce -16.0% 60,932 $19.0M
Private Advisor Group, LLC 0.13% Add +17.4% 60,383 $18.9M
LVM Capital Management Ltd. 2.14% Add +0.5% 60,161 $18.8M
Pinnacle Associates Ltd. 0.29% Reduce -5.7% 59,851 $18.7M
DAVENPORT & Co LLC 0.12% Add +5.2% 59,780 $18.7M
Wilmington Savings Fund Society, FSB 0.71% Reduce -1.2% 59,453 $18.6M
Rothschild Investment LLC 1.29% Reduce -0.2% 59,224 $18.5M
LBP Am SA 0.76% Reduce -1.8% 58,977 $18.4M
First Horizon Advisors, Inc. 0.56% Add +0.7% 58,897 $18.4M
Sanctuary Advisors, LLC 0.13% — 67,369 $18.2M
Pacific Heights Asset Management LLC 1.43% No change 58,000 $18.1M
Connor, Clark & Lunn Investment Management Ltd. 0.08% Add +34.6% 57,762 $18.0M
TCV Trust & Wealth Management, Inc. 1.72% Add +0.2% 57,758 $18.0M
Franklin Street Advisors Inc. 1.28% Add +10.6% 57,423 $17.9M
Pinnacle Financial Partners Inc 0.38% Reduce -0.2% 57,422 $17.9M
Alaska Permanent Fund Corp 0.26% Reduce -2.5% 53,770 $17.9M
J. Goldman & Co LP 0.66% Add +40.8% 56,874 $17.8M
First National Trust Co 0.73% Reduce -2.6% 56,598 $17.7M
Ilmarinen Mutual Pension Insurance Co 0.21% No change 56,500 $17.7M
Vanguard Personalized Indexing Management, LLC 0.34% Add +11.2% 56,518 $17.6M
Westwood Holdings Group Inc. 0.15% Reduce -35.2% 56,361 $17.6M
CW Advisors, LLC 0.28% Add +2.6% 56,188 $17.6M
Nepsis Inc. 4.72% Add +1.2% 55,980 $17.5M
Wesbanco Bank Inc. 0.65% Add +0.6% 55,855 $17.5M
Easterly Investment Partners LLC 1.53% Reduce -1.9% 55,613 $17.4M
Daiichi Life Insurance Co., Ltd. 0.42% Reduce -38.5% 55,538 $17.4M
Bragg Financial Advisors, Inc 0.77% Reduce -0.8% 55,421 $17.3M
CI Investments Inc. 0.07% Reduce -12.4% 55,210 $17.3M
Gradient Investments LLC 0.38% Reduce -4.1% 54,701 $17.1M
Stephens Inc. 0.26% Add +5.1% 54,482 $17.0M
Bourgeon Capital Management LLC 3.32% Add +0.6% 54,254 $17.0M
Hunter Associates Investment Management LLC 2.85% Reduce -1.4% 54,186 $16.9M
Congress Asset Management Co. 0.12% Reduce -0.2% 53,968 $16.9M
Wealthfront Advisers LLC 0.06% Add +5.7% 53,502 $16.7M
United Bank 2.07% Reduce -6.4% 53,417 $16.7M
Advisors Capital Management, LLC 0.29% Add +3.1% 53,163 $16.6M
Intech Investment Management LLC 0.21% Add +48.9% 53,109 $16.6M
Healthcare of Ontario Pension Plan Trust Fund 0.05% New 52,856 $16.5M
iA Global Asset Management Inc. 0.31% Add +0.4% 52,697 $16.5M
Braun Stacey Associates Inc. 0.64% Reduce -3.8% 52,616 $16.4M
JGP Wealth Management, LLC 2.33% Add +0.4% 52,332 $16.4M
Renaissance Technologies 0.03% Reduce -5.3% 52,245 $16.3M
Fiduciary Trust Co 0.24% Reduce -2.0% 51,972 $16.2M
Ieq Capital, LLC 0.22% Add +7.8% 51,921 $16.2M
Northwestern Mutual Wealth Management Co. 0.02% Add +3.9% 51,851 $16.2M
Scotia Capital Inc. 0.09% Reduce -10.7% 51,700 $16.2M
Principle Wealth Partners LLC 1.22% No change 51,400 $16.1M
Gabelli Funds LLC 0.12% Reduce -0.1% 51,380 $16.1M
CANADA LIFE ASSURANCE Co 0.03% Add +2.4% 51,131 $16.0M
Cullinan Associates Inc. 0.90% Reduce -70.8% 51,014 $15.9M
Curi Capital, LLC 0.38% Reduce -5.9% 50,851 $15.9M
B. Metzler seel. Sohn & Co. AG 0.15% Reduce -4.4% 50,793 $15.9M
River Road Asset Management, LLC 0.23% Reduce -4.4% 50,575 $15.8M
Redwood Grove Capital, LLC 4.93% Add +5.7% 50,387 $15.7M
Unigestion Holding SA 0.86% Reduce -0.5% 54,619 $15.7M
Bard Financial Services, Inc. 1.62% Reduce -0.1% 50,090 $15.7M
Tiaa Trust, National Association 0.05% Reduce -2.9% 49,736 $15.5M
Atria Investments, Inc 0.20% Add +4.5% 49,722 $15.5M
Huntington National Bank 0.16% Add +0.4% 49,338 $15.4M
Lido Advisors, LLC 0.13% Reduce -33.3% 49,256 $15.4M
Sumitomo Mitsui Financial Group, Inc. 0.47% Add +7.0% 48,663 $15.2M
Lighthouse Investment Partners, LLC 0.85% New 48,504 $15.2M
Elo Mutual Pension Insurance Co 0.35% Reduce -1.4% 48,197 $15.1M
Round Hill Asset Management 9.58% Reduce -3.4% 48,060 $15.0M
Gratus Capital, LLC 0.60% Add +2.8% 47,852 $15.0M
O'Keefe Stevens Advisory, Inc. 4.97% Reduce -1.5% 47,642 $14.9M
Commerzbank Aktiengesellschaft 0.49% Reduce -1.8% 47,284 $14.8M
BI Asset Management Fondsmaeglerselskab A/S 0.24% Reduce -77.8% 47,125 $14.7M
WASHINGTON TRUST Co 0.54% Reduce -2.9% 46,959 $14.7M
Prime Capital Investment Advisors, LLC 0.22% Reduce -13.1% 46,954 $14.7M
Bailard, Inc. 0.40% Add +0.4% 46,863 $14.6M
Meeder Asset Management Inc. 1.02% Add +963.4% 46,608 $14.6M
Badgley Phelps Wealth Managers, LLC 0.36% Add +0.0% 46,136 $14.4M
Oregon Public Employees Retirement Fund 0.28% Add +0.8% 46,070 $14.4M
FineMark National Bank & Trust 0.53% Add +0.3% 46,044 $14.4M
Bessemer Group Inc. 0.03% Add +23.5% 45,952 $14.4M
Dakota Wealth Management 0.34% Reduce -3.1% 45,589 $14.2M
Atria Wealth Solutions, Inc. 0.16% Reduce -2.4% 45,380 $14.2M
MAI Capital Management 0.14% Reduce -1.1% 45,293 $14.2M
Matrix Asset Advisors Inc. 1.68% Add +9.3% 45,068 $14.1M
CENTRAL TRUST Co 0.34% Reduce -2.2% 44,956 $14.0M
Jacobs & Co. 1.47% Reduce -0.8% 44,890 $14.0M
Country Club Bank 0.97% Reduce -0.8% 44,406 $13.9M
Hancock Whitney Corp. 0.47% Add +1.2% 44,455 $13.9M
Venture Visionary Partners LLC 0.65% Add +0.5% 44,437 $13.9M
Andra AP-fonden 0.23% Reduce -15.4% 44,100 $13.8M
Gulf International Bank (UK) Ltd 0.35% Reduce -4.6% 44,096 $13.8M
Tamar Securities, LLC 2.24% Add +16.3% 44,069 $13.8M
Ethic Inc. 0.32% Add +4.9% 43,459 $13.6M
YHB Investment Advisors, Inc. 1.16% Reduce -0.7% 42,985 $13.4M
Benjamin F. Edwards & Company, Inc. 0.24% Add +14.3% 42,959 $13.4M
Boston Trust Walden Corp 0.10% Reduce -2.0% 42,710 $13.3M
Haverford Trust Co 0.14% Add +10.0% 42,524 $13.3M
Greenwood Capital Associates LLC 1.73% Add +21.5% 42,225 $13.2M
Maryland State Retirement & Pension System 0.24% No change 41,945 $13.1M
Employees Provident Fund Board 0.21% Reduce -12.9% 41,800 $13.1M
Shufro Rose & Co. LLC 1.06% Reduce -0.9% 41,736 $13.0M
HB Wealth Management, LLC 0.15% Add +3.1% 41,703 $13.0M
Beacon Investment Advisory Services, Inc. 0.56% Reduce -0.6% 41,693 $13.0M
Mizuho Securities USA LLC 0.29% New 41,359 $12.9M
Savvy Advisors, Inc. 4.21% Add +4.8% 41,302 $12.9M
&partners 0.56% Add +351.4% 40,879 $12.8M
Wallington Asset Management, LLC 1.94% Add +1.7% 40,719 $12.7M
Oak Harvest Investment Services 2.00% Reduce -0.3% 40,454 $12.6M
Kentucky Retirement Systems 0.37% Reduce -0.5% 40,424 $12.6M
Vestcor Inc 0.43% Add +11.1% 40,418 $12.6M
B. Riley Wealth Advisors, Inc. 0.32% Reduce -7.1% 40,127 $12.5M
Adams Asset Advisors, LLC 1.68% No change 40,049 $12.5M
Philadelphia Trust Co. 0.97% Add +1.1% 40,009 $12.5M
Integral Health Asset Management, LLC 1.24% New 40,000 $12.5M
Clifford Swan Investment Counsel LLC 0.46% Reduce -0.1% 39,683 $12.4M
Snowden Capital Advisors LLC 0.37% Add +132.2% 39,285 $12.3M
Marco Investment Management LLC 1.13% Reduce -1.1% 39,052 $12.2M
Talbot Financial, LLC 1.57% Reduce -0.2% 38,872 $12.1M
UMB Bank, n.a. 0.20% Reduce -9.6% 38,810 $12.1M
Thompson Siegel & Walmsley LLC 0.19% Add +49.4% 38,677 $12.1M
United Asset Strategies, Inc. 1.19% Add +4.1% 38,472 $12.0M
Ikarian Capital, LLC 3.73% New 38,300 $12.0M
Diversified Trust Co. 0.33% Add +2.1% 37,731 $11.8M
Pinebridge Investments, L.P. 0.09% Reduce -56.0% 37,654 $11.8M
South Dakota Investment Council 0.24% Reduce -2.4% 37,578 $11.7M
Allianz SE 0.34% Reduce -8.3% 37,546 $11.7M
Arrowstreet Capital, Limited Partnership 0.01% Add +910.1% 37,273 $11.6M
HFR Wealth Management, LLC 2.94% Add +0.5% 37,017 $11.6M
LMCG Investments, LLC 0.67% Add +0.2% 36,989 $11.6M
Alpine Woods Capital Investors, LLC 1.78% Add +43.5% 36,945 $11.5M
Sawgrass Asset Management LLC 1.25% Reduce -0.8% 36,943 $11.5M
Foster & Motley Inc. 0.78% Reduce -1.9% 36,537 $11.4M
M&G PLC 0.08% Add +35.6% 36,449 $11.4M
Ancora Advisors LLC 0.28% Reduce -1.4% 36,108 $11.3M
AlTi Global, Inc. 0.30% Reduce -20.1% 35,937 $11.2M
Whittier Trust Co. 0.16% Reduce -5.6% 35,733 $11.2M
Livforsakringsbolaget Skandia, Omsesidigt 0.90% Reduce -1.1% 35,364 $11.0M
Wedbush Securities Inc. 0.40% Add +2.5% 35,329 $11.0M
Payden & Rygel Investment Group 0.89% Reduce -39.2% 35,200 $11.0M
Payden & Rygel 0.89% Reduce -39.2% 35,200 $11.0M
American Assets Investment Management, LLC 1.03% No change 35,190 $11.0M
Park Avenue Securities LLC 0.13% Add +11.1% 35,171 $11.0M
Vision Capital Management, Inc. 1.63% Reduce -2.1% 35,160 $11.0M
TCTC Holdings, LLC 0.38% Reduce -1.7% 35,074 $11.0M
Naples Global Advisors, LLC 1.08% Add +0.1% 34,440 $10.8M
Hartford Investment Management Co. 0.37% Reduce -0.6% 34,365 $10.7M
Hamilton Point Investment Advisors, LLC 2.08% Add +1.0% 34,323 $10.7M
Bank Julius Baer & Co. Ltd, Zurich 0.04% Reduce -92.5% 35,485 $10.7M
Linscomb Wealth, Inc. 0.55% Reduce -2.1% 34,031 $10.6M
Lowe Brockenbrough & Co. Inc. 0.71% Reduce -0.1% 34,031 $10.6M
Mattern Capital Management, LLC 1.46% Reduce -0.9% 33,881 $10.6M
Kintegral Advisory, LLC 1.01% Add +13.1% 33,861 $10.6M
WealthPlan Investment Management, LLC 1.57% Add +657.0% 33,294 $10.4M
Norinchukin Bank, The 0.30% Reduce -1.2% 33,255 $10.4M
Investment House LLC 0.59% Add +0.5% 33,171 $10.4M
Cohen Klingenstein LLC 0.37% No change 33,020 $10.3M
Asset Advisors Investment Management, LLC 1.12% Add +2.6% 32,980 $10.3M
Rwa Wealth Partners, LLC 0.14% Add +1.0% 32,862 $10.3M
Kingsview Wealth Management, LLC 0.24% Reduce -48.2% 32,842 $10.3M
Clearstead Advisors, LLC 0.18% Add +90.2% 32,830 $10.3M
Van Strum & Towne Inc. 3.71% Reduce -0.7% 32,739 $10.2M
Banque Cantonale Vaudoise 0.41% Add +2.1% 32,716 $10.2M
Benedict Financial Advisors Inc. 2.57% Reduce -1.3% 32,445 $10.1M
O'Brien Greene & Co. Inc 3.21% Add +11.1% 32,405 $10.1M
Fiduciary Group, LLC 1.09% Reduce -1.7% 32,385 $10.1M
Biondo Investment Advisors, LLC 1.49% Add +2.9% 32,255 $10.1M
Tompkins Financial Corp. 1.05% Reduce -0.9% 32,179 $10.1M
Capital Investment Advisors, LLC 0.23% Add +0.0% 31,915 $10.0M
Aviance Capital Partners, LLC 1.41% Add +0.9% 31,789 $9.9M
First National Bank of Omaha 0.65% Reduce -20.5% 31,784 $9.9M
Rakuten Investment Management, Inc. 0.07% Add +62.0% 31,641 $9.9M
China Universal Asset Management Co., Ltd. 1.40% Reduce -44.7% 31,735 $9.9M
Cape Cod Five Cents Savings Bank 0.96% Reduce -3.5% 31,701 $9.9M
American National Bank & Trust 1.23% Reduce -1.2% 31,574 $9.9M
EverSource Wealth Advisors, LLC 0.65% Add +1.3% 29,520 $9.8M
Ledyard National Bank 0.95% Reduce -3.3% 31,389 $9.8M
Hikari Power Ltd 0.87% No change 30,990 $9.7M
FourThought Financial Partners, LLC 1.24% Reduce -0.4% 30,873 $9.6M
Securian Asset Management, Inc. 0.28% Reduce -2.1% 30,845 $9.6M
Bell Bank 0.81% Reduce -2.4% 30,802 $9.6M
SteelPeak Wealth, LLC 0.45% Reduce -57.2% 30,746 $9.6M
Trustmark Bank Trust Department 0.76% Reduce -2.6% 30,393 $9.5M
Independent Investors Inc. 2.07% No change 30,155 $9.4M
Central Bank & Trust Co. 1.31% Add +4.2% 30,138 $9.4M
Sector Gamma As 3.50% New 30,000 $9.4M
Dividend Assets Capital, LLC 1.91% Add +9.7% 29,968 $9.4M
EP Wealth Advisors, LLC 0.10% Add +25.5% 29,828 $9.3M
Bellevue Group AG 0.15% Add +33.4% 29,528 $9.2M
SVB Wealth LLC 0.23% Add +2.4% 29,474 $9.2M
Berkshire Asset Management LLC 0.46% Add +0.1% 29,474 $9.2M
Achmea Investment Management B.V. 0.16% Reduce -37.3% 29,286 $9.2M
Caldwell Trust Co 1.01% Add +0.8% 29,208 $9.1M
Jump Financial, LLC 0.19% Add +50.0% 29,041 $9.1M
Orion Porfolio Solutions, LLC 0.09% Add +3.9% 28,670 $9.0M
Orion Portfolio Solutions, LLC 0.09% Add +3.9% 28,670 $9.0M
HTLF Bank 1.01% Reduce -4.4% 28,406 $8.9M
CapWealth Advisors, LLC 1.11% Reduce -6.7% 28,199 $8.8M
Logan Capital Management Inc. 0.38% Reduce -3.2% 28,042 $8.8M
Westpac Banking Corp. 0.69% Add +0.5% 27,990 $8.7M
Townsquare Capital LLC 0.12% Reduce -16.5% 27,939 $8.7M
Coldstream Capital Management Inc. 0.21% Add +4.5% 27,936 $8.7M
Fragasso Financial Advisors Inc 0.71% Reduce -3.3% 27,663 $8.6M
Atle Fund Management AB 5.26% Add +46.0% 27,589 $8.6M
Moran Wealth Management, LLC 0.28% Add +41.4% 27,520 $8.6M
Toth Financial Advisory Corp. 1.07% Reduce -2.6% 27,042 $8.4M
New Mexico Educational Retirement Board 0.29% No change 26,995 $8.4M
Argent Trust Co 0.37% Add +3.7% 26,719 $8.3M
Johnson Investment Counsel Inc. 0.09% Reduce -1.2% 26,682 $8.3M
Visionary Wealth Advisors 0.54% Add +3.4% 26,500 $8.3M
Red Door Wealth Management, LLC 1.45% Add +5.3% 26,346 $8.2M
Illinois Municipal Retirement Fund 0.12% Reduce -68.9% 26,296 $8.2M
Farmers & Merchants Investments Inc. 0.27% Add +0.3% 26,288 $8.2M
Concentric Wealth Management, LLC 2.14% Add +1.3% 26,275 $8.2M
AMG National Trust Bank 0.22% Reduce -11.1% 26,259 $8.2M
Independent Advisor Alliance 0.28% Add +12.5% 26,223 $8.2M
Fiduciary Alliance LLC 1.33% Add +2.3% 26,328 $8.2M
Buckley Wealth Management, LLC 2.59% Reduce -0.3% 26,185 $8.2M
Welch & Forbes LLC 0.11% Reduce -0.1% 25,925 $8.2M
Journey Advisory Group, LLC 0.98% Add +4.8% 26,163 $8.2M
Eliot Finkel Investment Counsel, LLC 5.38% Reduce -0.2% 26,162 $8.2M
Meiji Yasuda Life Insurance Co 0.16% Add +46.3% 26,134 $8.2M
Albion Financial Group 0.61% Add +0.7% 26,107 $8.2M
Trust Co. of Toledo NA 1.18% Add +2.9% 26,107 $8.2M
Mirae Asset Securities (usa) Inc. 0.52% — 26,101 $8.2M
Martin Capital Partners, LLC 3.27% Reduce -2.8% 25,883 $8.1M
Ibex Wealth Advisors 1.26% Add +4.8% 25,763 $8.0M
Associated Banc-Corp 0.25% Reduce -1.5% 25,729 $8.0M
Allworth Financial LP 0.05% Add +42.2% 24,248 $8.0M
Towne Trust Company, N.A 3.11% Reduce -7.4% 25,634 $8.0M
Telos Capital Management, Inc. 0.89% Add +4.5% 25,557 $8.0M
North Star Investment Management Corp. 0.59% Reduce -1.2% 25,543 $8.0M
Prio Wealth Limited Partnership 0.24% Reduce -4.8% 25,525 $8.0M
Stratos Wealth Partners, LTD. 0.13% Add +0.5% 25,371 $7.9M
Sound View Wealth Advisors Group, LLC 0.82% Reduce -1.5% 25,326 $7.9M
Intact Investment Management Inc. 0.30% Reduce -42.5% 25,300 $7.9M
Cambridge Advisors Inc. 1.83% Add +0.2% 25,273 $7.9M
Bensler, LLC 1.06% Add +7.0% 25,232 $7.9M
Meritage Portfolio Management 0.50% Reduce -1.2% 25,180 $7.9M
Arjuna Capital 2.11% Add +4.1% 25,129 $7.9M
Pallas Capital Advisors LLC 0.35% Add +3.3% 23,702 $7.8M
Metis Global Partners, LLC 0.27% Add +2.4% 25,098 $7.8M
General American Investors Co. Inc. 0.56% No change 25,000 $7.8M
Alps Advisors Inc. 0.05% Add +7.4% 25,000 $7.8M
Siemens Fonds Invest GmbH 0.58% Add +0.3% 24,951 $7.8M
Arlington Financial Advisors, LLC 1.71% Reduce -2.9% 24,947 $7.8M
SeaBridge Investment Advisors LLC 2.02% Add +44.4% 24,907 $7.8M
Sonora Investment Management Group, LLC 0.61% No change 27,326 $7.8M
NewSquare Capital LLC 0.67% Add +1.9% 25,145 $7.8M
Kayne Anderson Rudnick Investment Management LLC 0.02% Reduce -11.2% 24,751 $7.7M
Harbor Investment Advisory, LLC 0.80% Reduce -2.7% 24,612 $7.7M
SouthState Bank Corp 0.56% Add +4.2% 24,500 $7.7M
Azimuth Capital Investment Management LLC 0.31% Add +2.0% 24,469 $7.6M
Calydon Capital 1.37% Add +6.2% 24,448 $7.6M
Integrated Advisors Network LLC 0.39% Add +74.4% 24,428 $7.6M
Laurel Wealth Advisors LLC 1.33% Reduce -3.2% 24,243 $7.6M
Integrated Wealth Concepts LLC 0.10% Add +18.5% 24,238 $7.6M
Fayez Sarofim & Co 0.02% Reduce -2.6% 24,162 $7.5M
Advisory Services Network, LLC 0.16% Reduce -12.2% 24,037 $7.5M
TD Private Client Wealth LLC 0.24% Add +14.0% 24,009 $7.5M
GHP Investment Advisors, Inc. 0.37% Add +7.8% 23,909 $7.5M
Avantax Planning Partners, Inc. 0.24% Add +0.1% 23,898 $7.5M
BDF-Gestion 0.72% — 23,874 $7.5M
Tidal Investments LLC 0.10% Add +4.2% 23,834 $7.4M
Brighton Jones LLC 0.25% Reduce -1.0% 23,778 $7.4M
Prospera Financial Services Inc 0.21% Reduce -10.0% 23,711 $7.4M
Valley National Advisers Inc. 1.10% Reduce -3.8% 23,634 $7.4M
Waverly Advisors, LLC 0.14% Add +145.2% 23,612 $7.4M
Trust Co. of Vermont 0.40% Reduce -0.6% 23,609 $7.4M
Jamison Private Wealth Management, Inc. 1.23% Reduce -1.0% 23,599 $7.4M
Salem Investment Counselors Inc. 0.24% Add +4.8% 23,589 $7.4M
Inlet Private Wealth, LLC 2.01% Reduce -0.6% 23,481 $7.3M
Savant Capital, LLC 0.07% Reduce -2.0% 23,410 $7.3M
Lee Danner & Bass Inc. 0.56% — 23,353 $7.3M
Portland Global Advisors LLC 0.98% Add +0.9% 23,153 $7.2M
LGT Group Foundation 0.11% Add +266.2% 23,145 $7.2M
Guardian Capital LP 0.27% Add +0.1% 23,119 $7.2M
Alley Investment Management Company, LLC 0.99% Add +14.3% 23,096 $7.2M
R.H. Dinel Investment Counsel, Inc. 4.61% Add +6.2% 23,050 $7.2M
SlateStone Wealth, LLC 0.78% Reduce -27.7% 23,046 $7.2M
Kennedy Capital Management LLC 0.15% Add +101.9% 23,014 $7.2M
Columbia Asset Management 1.34% Add +8.5% 22,961 $7.2M
E. Ohman J:or Asset Management AB 0.18% Add +5.3% 22,950 $7.2M
Buck Wealth Strategies, LLC 2.12% New 22,943 $7.2M
Fusion Capital, LLC 3.27% Reduce -1.5% 22,937 $7.2M
Cornerstone Advisors, LLC 0.29% Reduce -0.9% 22,900 $7.2M
Simmons Bank 0.54% Reduce -3.0% 22,887 $7.2M
Zions Bancorporation, N.A. 0.57% Add +3.3% 22,827 $7.1M
Citadel Advisors 0.01% Reduce -82.2% 22,814 $7.1M
M. Kulyk & Associates, LLC 1.65% Add +2.6% 22,795 $7.1M
Navalign, LLC 2.25% Reduce -6.8% 22,781 $7.1M
Simplicity Wealth,LLC 0.16% Add +2.1% 22,684 $7.1M
Sitrin Capital Management LLC 3.76% Add +0.3% 22,638 $7.1M
GLOBALT Investments LLC / GA 0.28% Add +111.2% 22,611 $7.1M
Schnieders Capital Management LLC 1.44% Reduce -2.5% 22,581 $7.1M
Sienna Gestion 0.63% No change 22,520 $7.0M
Burns J W & Co. Inc. 0.95% Add +0.1% 22,448 $7.0M
Investment Management Corp of Ontario 0.19% Add +17.2% 22,437 $7.0M
Everett Harris & Co. 0.09% Reduce -10.6% 22,379 $7.0M
OMERS ADMINISTRATION Corp 0.07% New 22,361 $7.0M
XML Financial, LLC 0.70% Reduce -2.0% 22,359 $7.0M
Brown, Lisle/Cummings, Inc. 2.26% Reduce -1.8% 22,207 $6.9M
Ameritas Investment Partners, Inc. 0.24% Reduce -0.3% 22,161 $6.9M
Squarepoint Ops LLC 0.03% Reduce -83.4% 22,153 $6.9M
Gotham Asset Management 0.09% Reduce -7.0% 22,140 $6.9M
Parsons Capital Management Inc. 0.47% Reduce -0.3% 21,935 $6.9M
Legacy CG, LLC 2.32% Reduce -1.8% 21,830 $6.8M
Stablepoint Partners, LLC 1.32% Add +79.8% 20,474 $6.8M
U.S. Capital Wealth Advisors, LLC 0.26% Add +0.4% 21,785 $6.8M
Bleakley Financial Group, LLC 0.20% Add +3.5% 21,733 $6.8M
Aptus Capital Advisors, LLC 0.13% Add +23.8% 21,718 $6.8M
Windward Capital Management Co. 0.57% Reduce -1.6% 21,683 $6.8M
Mediolanum International Funds Ltd 0.11% Add +0.9% 23,035 $6.7M
Groupama Asset Managment 0.09% Add +39.0% 21,545 $6.7M
Valeo Financial Advisors, LLC 0.21% Reduce -2.2% 43,895 $6.7M
Tocqueville Asset Management L.P. 0.11% Reduce -1.5% 21,427 $6.7M
Winslow Asset Management Inc. 1.32% Reduce -2.5% 21,378 $6.7M
Dynamic Advisor Solutions LLC 0.21% Reduce -5.3% 21,367 $6.7M
Apollon Wealth Management, LLC 0.20% Reduce -2.7% 21,353 $6.7M
Equitable Trust Co. 0.46% Add +11.5% 21,270 $6.6M
Birch Capital Management, LLC 3.43% Reduce -8.8% 21,141 $6.6M
Skba Capital Management LLC 1.06% Reduce -1.4% 21,110 $6.6M
Hilton Capital Management, LLC 0.56% Add +4.8% 21,061 $6.6M
McDonald Partners LLC 1.76% Add +1.6% 21,017 $6.6M
Moors & Cabot, Inc. 0.35% Reduce -4.2% 20,875 $6.5M
Romano Brothers and Company 0.90% Reduce -1.5% 20,871 $6.5M
Lazard Asset Management LLC 0.01% Reduce -34.5% 20,862 $6.5M
Kesler, Norman & Wride, LLC 1.38% Reduce -3.1% 20,829 $6.5M
Motley Fool Asset Management LLC 0.43% Add +31.6% 20,843 $6.5M
Estabrook Capital Management 1.00% Reduce -1.5% 20,732 $6.5M
Public Sector Pension Investment Board 0.04% Add +74.2% 20,647 $6.5M
Meiji Yasuda Asset Management Co Ltd. 0.26% Add +2.8% 20,545 $6.4M
Brown Brothers Harriman & Co. 0.05% Add +21.0% 20,452 $6.4M
Northwest & Ethical Investments L.P. 0.18% Reduce -33.8% 20,257 $6.3M
Burney Co./ 0.24% Reduce -1.7% 20,126 $6.3M
Founders Capital Management, LLC 1.14% Reduce -1.1% 20,125 $6.3M
Generali Powszechne Towarzystwo Emerytalne 2.18% No change 20,118 $6.3M
Appleton Partners Inc. 0.48% Reduce -1.1% 20,096 $6.3M
L & S Advisors Inc 0.81% Add +86.0% 20,090 $6.3M
Ferguson Wellman Capital Management, Inc. 0.13% Reduce -6.0% 20,084 $6.3M
Bogart Wealth, LLC 0.32% Reduce -3.9% 20,079 $6.3M
Walleye Capital LLC 0.07% Reduce -54.8% 19,972 $6.2M
Evercore Wealth Management, LLC 0.10% Reduce -1.0% 19,915 $6.2M
Mutual Advisors, LLC 0.19% Add +1.5% 18,579 $6.2M
Argyle Capital Management, LLC 2.54% Reduce -9.3% 19,771 $6.2M
Whittier Trust Co. of Nevada Inc. 0.17% Reduce -4.2% 19,739 $6.2M
Stock Yards Bank & Trust Co. 0.20% Reduce -5.7% 19,698 $6.2M
Janney Capital Management LLC 0.43% Add +2355.0% 19,640 $6.1M
Verition Fund Management LLC 0.05% Reduce -20.5% 19,621 $6.1M
Los Angeles Capital Management LLC 0.02% Reduce -74.3% 19,314 $6.0M
SeaCrest Wealth Management, LLC 0.69% Add +15.6% 19,269 $6.0M
AE Wealth Management LLC 0.06% Add +33.1% 19,241 $6.0M
Peloton Wealth Strategists 2.50% Reduce -1.4% 19,143 $6.0M
DLK Investment Management, LLC 2.47% Add +0.0% 19,109 $6.0M
Asset Dedication, LLC 0.41% Add +9.5% 19,091 $6.0M
Harvest Fund Management Co., Ltd 0.43% Add +17.2% 18,972 $5.9M
Kwmg, LLC 0.64% Reduce -1.7% 18,962 $5.9M
Lifeworks Advisors, LLC 1.64% Add +10.2% 18,899 $5.9M
ProVise Management Group, LLC 0.50% Reduce -1.9% 18,874 $5.9M
Exencial Wealth Advisors, LLC 0.22% Reduce -5.5% 18,838 $5.9M
BNP Paribas 0.30% Add +12.2% 18,818 $5.9M
Thompson Investment Management, Inc. 0.91% Add +2.5% 18,753 $5.9M
Chesley Taft & Associates LLC 0.29% Reduce -1.1% 18,748 $5.9M
Somerset Trust Co 2.39% Add +0.5% 18,675 $5.8M
Institutional & Family Asset Management, LLC 0.89% Reduce -1.8% 18,674 $5.8M
New England Asset Management Inc. 1.01% Reduce -1.1% 18,635 $5.8M
Fuller & Thaler Asset Management, Inc. 0.02% Add +7.3% 18,614 $5.8M
Strategic Wealth Investment Group, LLC 0.74% — 18,700 $5.8M
Merit Financial Group, LLC 0.13% Add +2.2% 18,560 $5.8M
Sigma Planning Corp 0.18% Add +6.6% 18,440 $5.8M
Rowlandmiller & Partners.adv 1.25% Reduce -1.7% 18,405 $5.8M
Empirical Finance, LLC 0.36% Reduce -7.1% 18,374 $5.7M
Federation des caisses Desjardins du Quebec 0.03% Reduce -1.6% 18,373 $5.7M
SevenBridge Financial Group, LLC 1.27% Add +3.2% 17,447 $5.7M
Chicago Capital, LLC 0.17% Reduce -3.0% 18,351 $5.7M
Coastline Trust Co 0.67% Reduce -4.2% 18,338 $5.7M
Perennial Advisors, LLC 1.28% Add +0.9% 18,323 $5.7M
Courier Capital LLC 0.45% Reduce -36.4% 18,286 $5.7M
Brady Family Wealth, LLC 1.84% Add +1.6% 18,285 $5.7M
Girard Partners LTD. 0.54% Reduce -1.2% 18,277 $5.7M
Nelson Capital Management, LLC 1.01% Reduce -2.7% 18,150 $5.7M
Lombard Odier Asset Management (Europe) Ltd 0.39% Add +0.1% 18,143 $5.7M
Annex Advisory Services, LLC 0.20% Add +20.1% 18,131 $5.7M
Johnson Financial Group, Inc. 0.27% Add +82.0% 18,126 $5.7M
Physicians Financial Services, Inc. 1.84% Add +1.8% 18,112 $5.7M
OneDigital Investment Advisors LLC 0.07% Add +29.6% 18,098 $5.7M
Ipswich Investment Management Co., Inc. 1.32% Reduce -1.0% 18,098 $5.7M
Kinsale Capital Group, Inc. 1.96% Add +27.4% 18,097 $5.7M
Plato Investment Management Ltd 0.52% Add +5.2% 17,973 $5.6M
Fca Corp. 1.80% Add +0.9% 17,969 $5.6M
Dumont & Blake Investment Advisors LLC 0.79% Add +100.3% 17,930 $5.6M
Choate Investment Advisors 0.15% Reduce -0.3% 17,924 $5.6M
Fulton Bank, N.A. 0.23% Add +48.9% 17,914 $5.6M
Bristlecone Advisors, LLC 0.48% Reduce -0.6% 17,851 $5.6M
Guardian Investment Management 3.99% Add +20.2% 17,828 $5.6M
Brookstone Capital Management 0.09% Add +101.5% 16,576 $5.6M
Greenleaf Trust 0.05% Add +1.1% 17,804 $5.6M
Concurrent Investment Advisors, LLC 0.18% Add +20.5% 17,773 $5.6M
First Personal Financial Services 1.25% Reduce -0.1% 17,679 $5.5M
Nomura Holdings Inc. 0.04% Add +276.2% 17,669 $5.5M
Laird Norton Wetherby Wealth Management, LLC 0.26% Reduce -1.8% 17,654 $5.5M
Pitcairn Co. 0.34% Add +10.8% 17,625 $5.5M
Stratos Investment Management, LLC 0.46% Reduce -27.8% 17,607 $5.5M
Capital Investment Counsel, LLC 1.08% Add +6.7% 17,570 $5.5M
Kentucky Retirement Systems Insurance Trust Fund 0.37% Reduce -2.0% 17,302 $5.4M
Waldron Private Wealth LLC 0.24% Reduce -0.8% 17,248 $5.4M
Adell Harriman & Carpenter Inc. 0.42% Reduce -1.2% 17,245 $5.4M
Exchange Capital Management, Inc. 0.88% Reduce -3.1% 17,225 $5.4M
Hodges Capital Management Inc. 0.36% Reduce -5.4% 17,215 $5.4M
Edmp, Inc. 4.86% Reduce -1.2% 17,172 $5.4M
Hamel Associates, Inc. 1.68% Reduce -0.0% 17,095 $5.3M
Northwestern Mutual Investment Management Company, LLC 0.14% Add +0.6% 17,072 $5.3M
Nwam LLC 1.56% Add +15.1% 17,031 $5.3M
First National Advisers, LLC 0.97% Add +53.4% 16,993 $5.3M
Revolve Wealth Partners, LLC 0.87% Reduce -2.4% 16,948 $5.3M
High Net Worth Advisory Group LLC 1.59% No change 16,808 $5.3M
Bell Asset Management Ltd 0.73% Reduce -0.7% 16,762 $5.2M
Benson Investment Management Company, Inc. 2.17% Reduce -0.2% 16,754 $5.2M
Kornitzer Capital Management Inc. 0.10% Add +3.0% 16,705 $5.2M
Trivium Point Advisory, LLC 0.77% Add +5.3% 16,634 $5.2M
Ostrum Asset Management 0.45% Reduce -2.5% 16,485 $5.2M
Royal Fund Management, LLC 0.69% Reduce -7.5% 16,074 $5.1M
Axxcess Wealth Management, LLC 0.14% Add +30.4% 16,442 $5.1M
Kimelman & Baird, LLC 0.42% — 16,400 $5.1M
Gouws Capital LLC 3.64% Add +4.8% 16,263 $5.1M
Bray Capital Advisors 1.27% Reduce -0.6% 16,246 $5.1M
Bradley Foster & Sargent Inc. 0.09% Add +2.7% 16,243 $5.1M
Butensky & Cohen Financial Security, Inc. 1.61% Reduce -0.1% 16,176 $5.1M
Penobscot Investment Management Company, Inc. 0.49% Reduce -2.1% 16,116 $5.0M
Choreo, LLC 0.08% Add +303.1% 16,064 $5.0M
Sheets Smith Wealth Management 0.60% Add +22.7% 15,947 $5.0M
Sawyer & Company, Inc 1.97% Add +0.1% 15,862 $5.0M
Lombard Odier Asset Management (Switzerland) SA 0.50% Reduce -3.4% 15,830 $4.9M
Dean Investment Associates, LLC 0.70% Reduce -8.5% 15,715 $4.9M
Community Bank, N.A. 0.64% Add +2.5% 15,600 $4.9M
Brick & Kyle, Associates 2.01% Add +4.2% 15,516 $4.8M
Navellier & Associates Inc. 0.57% Reduce -1.5% 15,498 $4.8M
Greenline Partners, LLC 0.74% Reduce -17.7% 15,555 $4.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.15% Add +106.4% 15,477 $4.8M
Ingalls & Snyder LLC 0.21% Reduce -0.1% 15,410 $4.8M
Caprock Group, LLC 0.20% Add +69.5% 15,407 $4.8M
United Services Automobile Association 0.12% Reduce -4.1% 15,345 $4.8M
Torray Investment Partners LLC 0.71% Add +0.7% 15,257 $4.8M
Wintrust Investments LLC 0.39% Reduce -0.6% 15,245 $4.8M
Hohimer Wealth Management, LLC 1.11% Add +1851.7% 15,243 $4.8M
Malaga Cove Capital, LLC 1.92% Reduce -0.9% 15,163 $4.7M
Trinity Legacy Partners, LLC 1.35% Add +0.6% 15,143 $4.7M
Moloney Securities Asset Management, LLC 0.69% Reduce -13.3% 15,112 $4.7M
Advanced Asset Management Advisors Inc 1.25% No change 15,000 $4.7M
Great Diamond Partners, LLC 1.10% Reduce -0.3% 14,973 $4.7M
Greylin Investment Management, Inc 0.83% Reduce -5.6% 14,971 $4.7M
Zhang Financial LLC 0.33% Add +1.1% 14,950 $4.7M
Americana Partners, LLC 0.37% Add +16.3% 14,947 $4.7M
Foundations Investment Advisors, LLC 0.11% Add +16.7% 14,940 $4.7M
Acadian Asset Management LLC 0.01% Reduce -13.4% 14,928 $4.7M
Trajan Wealth LLC 0.30% Add +0.1% 14,849 $4.6M
Woodstock Corp. 0.47% Add +2.7% 14,845 $4.6M
Financial Advocates Investment Management 0.29% Add +70.3% 14,840 $4.6M
River Wealth Advisors LLC 0.66% Reduce -0.3% 14,822 $4.6M
Sentry LLC 0.85% No change 14,812 $4.6M
Hudson Value Partners, LLC 1.95% Add +1.3% 14,799 $4.6M
F/m Investments LLC 0.17% New 14,756 $4.6M
Regions Financial Corp. 0.04% Reduce -10.8% 14,742 $4.6M
Sectoral Asset Management Inc. 1.87% Reduce -8.6% 14,700 $4.6M
Tokio Marine Asset Management Co. Ltd. 0.22% Add +5.8% 14,663 $4.6M
Horizon Investments, LLC 0.13% Add +0.0% 14,646 $4.6M
RB Capital Management, LLC 1.22% Add +3.2% 14,600 $4.6M
Smith Salley Wealth Management 0.33% Add +0.5% 14,583 $4.6M
Hamilton Capital Partners Inc. 0.49% Reduce -10.9% 14,529 $4.5M
Twin Capital Management Inc. 0.53% Add +1.3% 14,462 $4.5M
Vinva Investment Management Ltd 0.23% Add +32.2% 14,349 $4.5M
Douglas Lane & Associates, LLC 0.06% Reduce -2.3% 14,401 $4.5M
Dodge & Cox 0.00% No change 14,382 $4.5M
J.W. Cole Advisors, Inc. 0.21% Add +48.9% 14,313 $4.5M
McGuire Investment Group, LLC 0.64% Reduce -0.1% 14,306 $4.5M
Lodestone Wealth Management LLC 2.35% Add +0.3% 14,272 $4.5M
Douglass Winthrop Advisors, LLC 0.09% Reduce -0.7% 14,250 $4.5M
Monetary Management Group Inc. 1.18% Reduce -2.4% 14,246 $4.5M
Signaturefd, LLC 0.09% Add +4.1% 14,246 $4.5M
Citizens Financial Group Inc. 0.10% Add +28.5% 14,218 $4.4M
Selway Asset Management 1.81% Add +0.4% 14,217 $4.4M
Kensington Investment Counsel, LLC 1.96% Add +4.9% 14,190 $4.4M
Capital Fund Management S.A. 0.05% Reduce -82.9% 14,159 $4.4M
Bfsg, LLC 0.56% Reduce -0.5% 14,094 $4.4M
Souders Financial Advisors 0.66% Add +420.1% 14,084 $4.4M
Loudon Investment Management, LLC 2.57% No change 13,967 $4.4M
PFG Advisors 0.29% Add +0.1% 13,956 $4.4M
Verdence Capital Advisors LLC 0.39% Add +12.8% 13,952 $4.4M
Moody LYNN Lieberson & Walker, LLC 0.28% Add +389.5% 13,912 $4.3M
Nations Financial Group Inc, /Ia/ 0.35% Add +2.9% 13,903 $4.3M
Jones Financial Companies LLLP 0.01% Add +55.4% 13,871 $4.3M
Richard Bernstein Advisors LLC 0.10% Add +0.0% 13,864 $4.3M
Chelsea Counsel Co. 2.15% Add +1.2% 13,787 $4.3M
Mesirow Financial Investment Management, Inc. 0.10% Reduce -0.8% 13,776 $4.3M
Woodley Farra Manion Portfolio Management Inc. 0.23% Reduce -0.2% 13,738 $4.3M
Cannell & Spears LLC 0.09% Add +19.5% 13,686 $4.3M
Pinkerton Wealth, LLC 0.65% Add +7.2% 13,628 $4.3M
X-Square Capital, LLC 1.54% Reduce -0.7% 13,614 $4.3M
Gifford Fong Associates 1.13% No change 13,609 $4.3M
Global Retirement Partners, LLC 0.13% Add +32.6% 13,557 $4.2M
Frank, Rimerman Advisors LLC 0.30% Add +6476.2% 13,547 $4.2M
AIMZ Investment Advisors, LLC 1.52% Reduce -1.1% 13,539 $4.2M
StoneX Group Inc. 0.34% Add +6.8% 13,538 $4.2M
Slow Capital, Inc. 0.68% Reduce -6.8% 13,498 $4.2M
Core Alternative Capital 0.84% Reduce -26.8% 13,459 $4.2M
HRT Financial LP 0.02% New 13,439 $4.2M
B & T Capital Management DBA Alpha Capital Management 0.82% Add +2.3% 13,405 $4.2M
Cypress Capital Group 0.50% Reduce -11.0% 13,383 $4.2M
HighPoint Advisor Group LLC 0.25% Add +11.1% 12,505 $4.2M
Pinnacle Holdings, LLC 1.94% Reduce -7.9% 13,316 $4.2M
Pathway Financial Advisers, LLC 1.49% Add +1.9% 13,424 $4.2M
Hennessy Advisors Inc. 0.16% Add +0.8% 13,300 $4.2M
Wolverine Asset Management LLC 0.40% Reduce -8.4% 13,297 $4.2M
Freestone Capital Holdings, LLC 0.15% Add +4.5% 13,256 $4.1M
Bull Street Advisors, LLC 1.99% Reduce -0.1% 13,216 $4.1M
Praxis Investment Management Inc. 0.29% No change 15,040 $4.1M
Horan Capital Advisors, LLC. 1.44% Reduce -0.7% 13,148 $4.1M
Signature Wealth Management Group 1.79% Reduce -0.4% 13,110 $4.1M
First Trust Direct Indexing L.P. 0.25% Add +28.6% 13,081 $4.1M
Letson Investment Management, Inc. 1.81% Add +1.2% 13,068 $4.1M
Arrow Financial Corp 0.40% Add +36.9% 13,065 $4.1M
Thoroughbred Financial Services, LLC 0.27% Add +50.3% 13,024 $4.1M
Liberty One Investment Management, LLC 0.46% Add +6.8% 13,015 $4.1M
Tower Bridge Advisors 0.46% Reduce -15.4% 12,996 $4.1M
Sterling Investment Advisors, Ltd. 1.09% Add +8.2% 12,963 $4.1M
HBK Sorce Advisory LLC 0.14% Add +6.4% 12,958 $4.0M
Meeder Advisory Services, Inc. 0.29% Add +30.9% 12,922 $4.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.67% Add +11.9% 12,859 $4.0M
Cornerstone Wealth Group, LLC 0.36% Add +2.6% 12,814 $4.0M
Canandaigua National Bank & Trust Co. 0.43% Reduce -0.9% 12,782 $4.0M
apricus wealth, LLC 2.85% Reduce -5.4% 12,777 $4.0M
Buckingham Strategic Wealth, LLC 0.04% Reduce -1.9% 12,765 $4.0M
Family Legacy, Inc. 1.43% Add +0.1% 12,745 $4.0M
Perigon Wealth Management, LLC 0.12% Add +4.4% 12,736 $4.0M
Lake Street Advisors Group, LLC 0.19% Reduce -0.3% 12,720 $4.0M
Level Four Advisory Services, LLC 0.18% Add +221.0% 12,706 $4.0M
Bryn Mawr Trust Advisors, LLC 0.22% Reduce -0.5% 12,703 $4.0M
Studio Investment Management LLC 0.90% Add +3.4% 12,696 $4.0M
Wealthcare Advisory Partners LLC 0.12% Reduce -0.5% 12,686 $4.0M
Valueworks LLC 1.23% Add +6.3% 12,625 $3.9M
Bremer Bank National Association 0.77% Reduce -6.1% 12,605 $3.9M
Hussman Strategic Advisors, Inc. 1.08% Add +20.0% 12,600 $3.9M
Grey Ledge Advisors, LLC 1.07% Reduce -1.5% 12,546 $3.9M
Leibman Financial Services, Inc. 2.90% Add +4.0% 12,530 $3.9M
Institute for Wealth Management, LLC. 0.52% Add +1.5% 12,520 $3.9M
Leavell Investment Management, Inc. 0.21% Reduce -1.2% 12,431 $3.9M
Principal Securities, Inc. 0.11% Add +17.6% 12,397 $3.9M
Insight Wealth Strategies, LLC 0.55% New 12,387 $3.9M
Moneta Group Investment Advisors LLC 0.06% Add +8.8% 12,370 $3.9M
First Merchants Corp. 0.16% Reduce -0.4% 12,365 $3.9M
Osborne Partners Capital Management, LLC 0.23% No change 12,365 $3.9M
WealthPLAN Partners, LLC 0.41% New 12,337 $3.9M
Ritholtz Wealth Management 0.13% Add +0.2% 12,277 $3.8M
Strategic Wealth Partners, Ltd. 0.40% Add +1.1% 12,258 $3.8M
Nova R Wealth, Inc. 1.97% Add +0.0% 12,245 $3.8M
Resonant Capital Advisors, LLC 0.31% Add +4.2% 12,133 $3.8M
Patton Fund Management, Inc. 0.79% Reduce -17.4% 12,049 $3.8M
Violich Capital Management, Inc. 0.51% No change 12,030 $3.8M
Alan B Lancz & Associates, Inc. 3.72% — 12,030 $3.8M
Bayesian Capital Management, LP 0.43% Add +64.2% 12,022 $3.8M
Bank Ozk 1.62% Add +1.5% 11,964 $3.7M
Beacon Financial Group 0.42% Reduce -3.2% 11,928 $3.7M
Mission Wealth Management, LP 0.10% Reduce -6.3% 11,866 $3.7M
Van Hulzen Asset Management, LLC 0.25% Reduce -13.8% 11,860 $3.7M
SS&H Financial Advisors, Inc. 1.44% Add +12.9% 11,830 $3.7M
Diversify Advisory Services, LLC 0.20% Add +0.8% 11,694 $3.7M
Exome Asset Management LLC 3.28% New 11,800 $3.7M
Wealth Alliance, LLC 0.48% Add +17.2% 11,780 $3.7M
Vickerman Investment Advisors, Inc. 1.18% Reduce -0.9% 11,779 $3.7M
Rathbones Group PLC 0.02% Add +21.1% 11,774 $3.7M
Financial Sense Advisors, Inc. 1.16% Add +1.1% 11,767 $3.7M
Ballentine Partners, LLC 0.07% Add +3.0% 11,660 $3.6M
IHT Wealth Management, LLC 0.13% Add +1.2% 11,555 $3.6M
Alkeme Wealth, LLC 1.71% Reduce -5.0% 11,473 $3.6M
Wendell David Associates Inc. 0.36% Reduce -0.2% 11,423 $3.6M
Community Trust & Investment Co. 0.24% Reduce -6.4% 11,404 $3.6M
StrongBox Wealth, LLC 1.68% Add +72.8% 11,398 $3.6M
GS Investments, Inc. 1.68% Reduce -0.3% 11,393 $3.6M
Kenora Financial, LLC 1.49% No change 11,380 $3.6M
Harbor Capital Advisors, Inc. 0.27% Add +0.2% 11,373 $3.6M
Pinnacle Wealth Management Advisory Group, LLC 0.37% Reduce -14.3% 11,363 $3.6M
Convergence Investment Partners, LLC 1.04% Reduce -5.9% 11,361 $3.5M
LaFleur & Godfrey LLC 0.52% Add +1.3% 11,353 $3.5M
Hennion & Walsh Asset Management, Inc. 0.18% Reduce -2.6% 11,344 $3.5M
Sowell Financial Services LLC 0.17% Add +0.1% 11,335 $3.5M
Aull & Monroe Investment Management Corp 1.74% Reduce -5.6% 11,315 $3.5M
Occidental Asset Management, LLC 0.62% Add +6.4% 11,254 $3.5M
D L Carlson Investment Group Inc. 0.68% Reduce -1.0% 11,227 $3.5M
Triasima Portfolio Management inc. 0.32% Add +1.4% 11,208 $3.5M
Ellerson Group Inc. 2.66% Reduce -0.4% 11,205 $3.5M
Abner Herrman & Brock LLC 0.44% Add +3.6% 11,163 $3.5M
Transcend Capital Advisors, LLC 0.25% Add +3.8% 11,107 $3.5M
Capital Investment Advisory Services, LLC 0.36% Add +3.9% 11,105 $3.5M
RFG Advisory, LLC 0.11% Add +2.6% 11,053 $3.5M
NTV Asset Management LLC 0.49% Add +0.7% 11,039 $3.4M
Semmax Financial Advisors Inc. 1.04% Reduce -4.9% 10,662 $3.4M
Koshinski Asset Management, Inc. 0.32% Reduce -1.4% 10,887 $3.4M
First Bank & Trust 0.70% Add +10.0% 10,960 $3.4M
Ascent Group, LLC 0.28% Add +0.3% 10,949 $3.4M
Engineers Gate Manager LP 0.08% Add +35.9% 10,947 $3.4M
Cary Street Partners Investment Advisory LLC 0.14% Add +15.9% 10,908 $3.4M
Morton Community Bank 0.96% Add +4.5% 10,907 $3.4M
Longbow Finance SA 0.35% Reduce -5.3% 10,885 $3.4M
Harrington Investments, INC 1.91% Reduce -3.8% 10,804 $3.4M
Iowa State Bank 0.74% Reduce -2.2% 10,777 $3.4M
Stanley-Laman Group, Ltd. 0.44% New 10,736 $3.4M
Asahi Life Asset Management Co., LTD. 2.31% Reduce -18.9% 10,730 $3.4M
NorthRock Partners, LLC 0.13% Add +1.6% 10,672 $3.3M
City Holding Co. 0.49% Add +3.3% 10,652 $3.3M
Jacobi Capital Management LLC 0.29% Reduce -0.6% 10,577 $3.3M
JB Capital LLC 0.21% Add +1212.2% 10,576 $3.3M
Aire Advisors, LLC 0.75% Add +0.7% 10,570 $3.3M
Trifecta Capital Advisors, LLC 0.72% Add +11.9% 10,466 $3.3M
John G Ullman & Associates Inc. 0.50% No change 10,464 $3.3M
Crestwood Advisors Group, LLC 0.07% Add +14.3% 10,460 $3.3M
First American Bank 0.24% Add +84.6% 10,447 $3.3M
Shoker Investment Counsel, Inc. 1.15% Reduce -0.9% 10,425 $3.3M
Gries Financial LLC 0.66% Reduce -2.7% 10,338 $3.2M
Resolute Wealth Strategies, LLC 1.85% No change 10,294 $3.2M
Donaldson Capital Management, LLC 0.13% Add +0.0% 10,291 $3.2M
SageView Advisory Group, LLC 0.20% Add +14.8% 10,274 $3.2M
Trilogy Capital Inc. 0.17% Add +3.3% 10,249 $3.2M
Allen Capital Group, LLC 0.45% Reduce -1.6% 10,230 $3.2M
Procyon Advisors, LLC 0.24% Reduce -9.1% 10,215 $3.2M
Heritage Trust Co 0.42% Add +0.3% 10,211 $3.2M
Uniplan Investment Counsel, Inc. 0.30% Reduce -2.2% 10,210 $3.2M
Boothbay Fund Management, LLC 0.11% New 10,200 $3.2M
PKO Investment Management Joint-Stock Co 0.39% Reduce -13.6% 10,200 $3.2M
PYA Waltman Capital, LLC 1.17% Add +6.7% 10,178 $3.2M
Texas Yale Capital Corp. 0.15% Add +0.7% 10,172 $3.2M
Wealthspire Retirement, LLC 0.27% Reduce -0.1% 10,161 $3.2M
North Star Asset Management Inc. 0.15% Reduce -0.2% 10,152 $3.2M
Councilmark Asset Management, LLC 2.25% Reduce -0.3% 10,143 $3.2M
Drucker Wealth 3.0, LLC 0.84% — 10,137 $3.2M
Woodard & Co. Asset Management Group Inc. 0.79% Reduce -0.4% 10,134 $3.2M
Westside Investment Management, Inc. 0.72% Add +0.3% 10,109 $3.2M
Opus Investment Management Inc. 2.04% No change 10,100 $3.2M
Great Lakes Retirement, Inc. 0.43% Add +9.1% 10,095 $3.2M
Fulcrum Capital LLC 0.72% Add +4.1% 10,065 $3.1M
Kentucky Farm Bureau Mutual Insurance Co 0.71% No change 10,000 $3.1M
Hudson Bay Capital Management LP 0.03% Reduce -91.3% 10,000 $3.1M
Kerusso Capital Management LLC 2.27% — 9,994 $3.1M
Community Bank & Trust, Waco, Texas 0.78% Add +4.5% 9,962 $3.1M
Gould Capital, LLC 2.19% New 9,932 $3.1M
Processus Wealth & Capital Management, LLC 2.56% Add +1.3% 9,882 $3.1M
Zevenbergen Capital Investments LLC 0.07% Add +5.0% 9,874 $3.1M
Ontario Teachers Pension Plan Board 0.03% Add +3.9% 9,874 $3.1M
Walter & Keenan Wealth Management LLC /in/ 0.98% Reduce -0.3% 9,857 $3.1M
Citizens National Bank Trust Department 0.69% Reduce -2.0% 9,849 $3.1M
Bell & Brown Wealth Advisors, LLC 1.17% Reduce -2.3% 9,793 $3.1M
Bourne Lent Asset Management Inc. 1.17% Reduce -0.8% 9,745 $3.0M
E Fund Management Co., Ltd. 0.17% Add +29.3% 9,739 $3.0M
Castleview Partners, LLC 1.72% Add +2.0% 9,685 $3.0M
Paloma Partners Management Co 0.33% New 9,676 $3.0M
Concourse Financial Group Securities, Inc. 0.19% Reduce -1.1% 9,665 $3.0M
Bay Rivers Group 1.57% Add +1.3% 9,651 $3.0M
Pinnacle West Asset Management, Inc. 2.34% Reduce -0.1% 9,640 $3.0M
CX Institutional 0.14% Reduce -72.3% 9,614 $3.0M
Private Trust Co. NA 0.32% Add +9.1% 9,601 $3.0M
First PREMIER Bank 0.80% Reduce -0.6% 9,559 $3.0M
First Citizens Bank & Trust Co. 0.06% Add +0.1% 9,557 $3.0M
IFG Advisory, LLC 0.19% Reduce -1.6% 9,548 $3.0M
Mission Creek Capital Partners, Inc. 0.75% Add +1.1% 9,517 $3.0M
CSM Advisors, LLC 0.21% No change 9,515 $3.0M
Cetera Trust Company, N.A 1.86% Reduce -5.4% 9,493 $3.0M
First Dallas Securities Inc. 1.30% Reduce -16.0% 9,449 $3.0M
Delta Financial Advisors LLC 1.14% Add +0.2% 9,443 $3.0M
Ameritas Advisory Services, LLC 0.11% Add +4.4% 9,432 $2.9M
Glenview Trust Co 0.06% Reduce -1.8% 9,429 $2.9M
Mattern Wealth Management LLC 0.71% Reduce -8.3% 9,414 $2.9M
Front Row Advisors LLC 1.02% Reduce -0.0% 9,389 $2.9M
Oxler Private Wealth LLC 1.09% Add +0.7% 9,389 $2.9M
Legacy Advisors, LLC 0.36% Add +4.1% 9,365 $2.9M
W.G. Shaheen & Associates DBA Whitney & Co 0.34% Reduce -0.6% 9,361 $2.9M
180 Wealth Advisors, LLC 0.48% Add +354.7% 8,990 $2.9M
Strategic Investment Advisors / MI 0.36% Reduce -0.6% 9,351 $2.9M
Patron Partners, LLC 1.71% Add +17.9% 9,327 $2.9M
Money Concepts Capital Corp. 0.24% Add +1.2% 9,279 $2.9M
Clear Harbor Asset Management, LLC 0.25% Reduce -1.0% 9,266 $2.9M
Parallel Advisors, LLC 0.07% Add +0.8% 9,210 $2.9M
Equitable Holdings, Inc. 0.03% Add +25.9% 9,199 $2.9M
Wunderlich Capital Managemnt 1.28% Add +4.7% 9,198 $2.9M
Sweet Financial Partners, LLC 0.66% Reduce -0.3% 9,179 $2.9M
Wimmer Associates 1, LLC 1.47% No change 9,160 $2.9M
Lester Murray Antman dba SimplyRich 0.90% Reduce -0.8% 9,095 $2.8M
Delta Capital Management LLC 1.74% No change 9,065 $2.8M
ORG Partners LLC 0.35% Add +86.0% 9,097 $2.8M
Evergreen Capital Management LLC 0.10% Add +2.5% 9,057 $2.8M
Reynders McVeigh Capital Management, LLC 0.16% Add +1.0% 9,053 $2.8M
HBW Advisory Services LLC 0.47% Add +23.5% 9,030 $2.8M
Regent Peak Wealth Advisors LLC 0.65% Add +6.4% 9,028 $2.8M
Lipe & Dalton 1.51% Reduce -3.6% 9,016 $2.8M
Leelyn Smith, LLC 0.54% Reduce -3.1% 9,015 $2.8M
IFP Advisors, Inc 0.11% Add +118.0% 9,006 $2.8M
Ascent Wealth Partners, LLC 0.41% Add +1.9% 8,993 $2.8M
Wolff Wiese Magana LLC 2.23% Add +3.4% 8,970 $2.8M
Criterion Capital Advisors, LLC 1.76% Reduce -0.3% 8,967 $2.8M
Amova Asset Management Americas, Inc. 0.03% Add +27.8% 8,958 $2.8M
Crescent Sterling, Ltd. 2.68% Reduce -3.9% 8,954 $2.8M
West Oak Capital, LLC 1.13% Add +4.9% 8,953 $2.8M
Symphony Financial, Ltd. Co. 0.51% Add +6.8% 8,823 $2.8M
Total Clarity Wealth Management, Inc. 0.96% Reduce -10.4% 8,853 $2.8M
Abbrea Capital, LLC 0.37% Reduce -0.6% 8,849 $2.8M
Grandfield & Dodd, LLC 0.17% No change 8,818 $2.8M
Independent Solutions Wealth Management, LLC 0.63% Reduce -4.5% 8,773 $2.7M
Legato Capital Management LLC 0.37% Reduce -31.4% 8,736 $2.7M
Princeton Capital Management LLC 0.89% Reduce -5.2% 8,731 $2.7M
Bridgewater Associates 0.01% Reduce -46.9% 8,726 $2.7M
Auxier Asset Management LLC 0.43% Reduce -3.3% 8,715 $2.7M
Eads & Heald Wealth Management 1.31% Reduce -0.5% 8,695 $2.7M
Blue Chip Partners, LLC 0.25% Reduce -4.0% 8,652 $2.7M
Valmark Advisers, Inc. 0.05% Add +0.3% 8,609 $2.7M
Cullen Investment Group, LTD. 0.43% Reduce -0.9% 8,607 $2.7M
STF Management LP 1.13% Reduce -4.7% 8,551 $2.7M
Ceeto Capital Group, LLC 1.04% No change 8,550 $2.7M
Boston Financial Mangement LLC 0.09% Reduce -2.3% 8,546 $2.7M
ICW Investment Advisors LLC 1.21% Reduce -1.8% 8,533 $2.7M
Intrua Financial, LLC 0.43% Add +18.2% 8,521 $2.7M
DCF Advisers, LLC 1.42% Reduce -17.5% 8,500 $2.7M
Lesa Sroufe & Co 2.58% No change 8,490 $2.7M
FinTrust Capital Advisors, LLC 0.48% Add +4.5% 8,484 $2.7M
Mather Group, Llc. 0.03% Reduce -24.6% 9,293 $2.6M
Abundance Wealth Counselors 1.22% Reduce -8.1% 8,451 $2.6M
Barlow Wealth Partners, LLC 0.37% No change 7,858 $2.6M
Boston Family Office LLC 0.19% Reduce -0.6% 8,416 $2.6M
Clarius Group, LLC 0.19% Reduce -2.6% 8,411 $2.6M
Wealthspire Advisors, LLC 0.03% Reduce -1.2% 8,407 $2.6M
Union Heritage Capital, LLC 1.03% No change 8,400 $2.6M
Sandy Spring Bank 0.12% Reduce -2.7% 8,395 $2.6M
Laurion Capital Management LP 0.09% New 8,387 $2.6M
Virginia Wealth Management Group, Inc. 2.39% Reduce -0.7% 8,377 $2.6M
Dorsey & Whitney Trust CO LLC 0.18% Reduce -2.6% 8,346 $2.6M
Rehmann Capital Advisory Group 0.19% Reduce -2.3% 8,342 $2.6M
FAS Wealth Partners, Inc. 0.22% Add +13.1% 8,324 $2.6M
TrinityPoint Wealth, LLC 0.41% Add +3.7% 8,306 $2.6M
GAMMA Investing LLC 0.35% Add +109.8% 8,290 $2.6M
Cypress Capital, LLC 0.70% Add +0.7% 8,252 $2.6M
Avitas Wealth Management LLC 0.38% Add +28.8% 8,234 $2.6M
Hilltop Holdings Inc. 0.30% Add +6.2% 8,212 $2.6M
Newman Dignan & Sheerar, Inc. 0.66% Reduce -7.8% 8,193 $2.6M
Spinnaker Trust 0.16% No change 8,184 $2.6M
Concord Wealth Partners 0.45% Add +3.4% 8,183 $2.6M
Range Financial Group LLC 1.29% Reduce -0.7% 8,107 $2.5M
Fairfield Financial Advisors, LTD 0.75% — 8,091 $2.5M
Midwest Professional Planners, LTD. 0.84% Reduce -0.3% 8,067 $2.5M
New England Research & Management, Inc. 1.21% Reduce -9.9% 8,064 $2.5M
MV Capital Management, Inc. 0.28% Add +1.0% 8,048 $2.5M
Cohen Investment Advisors LLC 2.02% Reduce -4.6% 9,346 $2.5M
Grassi Investment Management 0.22% No change 8,030 $2.5M
CreativeOne Wealth, LLC 0.13% Reduce -31.4% 8,028 $2.5M
Bontempo Ohly Capital Mgmt LLC 1.25% Add +0.3% 8,013 $2.5M
Meridian Wealth Advisors, LLC 0.45% No change 8,008 $2.5M
Quadrant Capital Group LLC 0.19% Add +7.3% 8,005 $2.5M
NJ State Employees Deferred Compensation Plan 0.31% No change 8,000 $2.5M
Empire Financial Management Company, LLC 0.83% Add +9.6% 7,999 $2.5M
Signet Financial Management, LLC 0.34% Reduce -2.1% 7,983 $2.5M
Roberts Glore & Co. Inc. 0.75% Reduce -4.3% 7,968 $2.5M
Icon Advisers Inc. 0.57% Reduce -16.7% 8,000 $2.5M
Ranch Capital Advisors Inc. 1.30% Add +0.7% 7,931 $2.5M
Coppell Advisory Solutions LLC 0.41% — 7,920 $2.5M
Arthur M. Cohen & Associates, LLC 0.45% Reduce -1.3% 7,911 $2.5M
Hoey Investments, Inc. 0.47% Reduce -2.1% 7,833 $2.4M
Cornell Pochily Investment Advisors, Inc. 0.93% Reduce -0.5% 7,814 $2.4M
Family Manage LLC 0.43% Add +1.8% 7,812 $2.4M
Balyasny Asset Management L.P. 0.01% Add +85.7% 7,781 $2.4M
Great Valley Advisor Group, Inc. 0.07% Add +9.7% 7,772 $2.4M
CHICAGO TRUST Co NA 0.49% Reduce -8.5% 7,767 $2.4M
Intrust Bank NA 0.26% Add +1.4% 7,767 $2.4M
ZWJ Investment Counsel Inc. 0.11% Add +3.5% 7,764 $2.4M
Independent Financial Group, LLC 0.10% Add +11.0% 7,759 $2.4M
Verity Asset Management, Inc. 0.95% Add +99.3% 7,736 $2.4M
Allegheny Financial Group 0.69% Add +0.3% 7,706 $2.4M
Cooper Financial Group 0.35% Reduce -8.7% 7,686 $2.4M
Purus Wealth Management, LLC 1.06% No change 7,682 $2.4M
Little House Capital LLC 0.75% Add +40.6% 7,670 $2.4M
Old National Bancorp 0.06% Reduce -2.1% 7,661 $2.4M
NWF Advisory Services Inc. 0.38% Add +0.0% 7,654 $2.4M
First Hawaiian Bank 0.08% Add +1.4% 7,646 $2.4M
Farther Finance Advisors, LLC 0.12% Add +58.1% 7,676 $2.4M
Hyman Charles D 0.13% Add +1.4% 7,619 $2.4M
Encompass Wealth Advisors, LLC 0.64% Add +48.9% 7,620 $2.4M
Plimoth Trust Co. LLC 0.63% Add +55.9% 7,605 $2.4M
Crawford Investment Counsel Inc. 0.05% Reduce -2.8% 7,605 $2.4M
Applied Finance Capital Management, LLC 0.11% New 7,595 $2.4M
Madison Asset Management, LLC 0.03% Reduce -0.8% 7,583 $2.4M
Viawealth, LLC 1.47% Add +0.1% 7,572 $2.4M
Banco de Sabadell, S.A 1.73% Reduce -1.7% 7,562 $2.4M
World Investment Advisors 0.15% Add +320.4% 7,467 $2.3M
Joseph Group Capital Management 1.21% Add +11.7% 7,464 $2.3M
Am Investment Strategies LLC 0.57% Add +0.7% 7,438 $2.3M
KMG Fiduciary Partners, LLC 0.23% Reduce -0.3% 7,429 $2.3M
Field & Main Bank 0.87% Reduce -0.5% 7,428 $2.3M
OmniStar Financial Group, Inc. 2.10% Add +3.3% 7,421 $2.3M
First County Bank 1.19% Reduce -6.3% 7,406 $2.3M
Impax Asset Management Group plc 0.01% No change 7,403 $2.3M
Sittner & Nelson, LLC 1.14% Add +0.1% 7,388 $2.3M
MassMutual Private Wealth & Trust, FSB 0.07% Add +6.0% 7,353 $2.3M
LVW Advisors, LLC 0.34% Reduce -1.9% 7,351 $2.3M
Counterweight Ventures, LLC 1.73% Add +2.9% 7,330 $2.3M
Emfo, LLC 2.04% Add +25.9% 7,299 $2.3M
Concord Asset Management, LLC 0.56% Add +11.7% 7,268 $2.3M
Plante Moran Financial Advisors, LLC 0.23% Reduce -0.2% 7,244 $2.3M
Triangle Securities Wealth Management 0.64% Reduce -0.6% 7,232 $2.3M
Schechter Investment Advisors, LLC 0.17% Add +5.8% 7,232 $2.3M
Insight Inv LLC 1.95% No change 7,226 $2.3M
Searle & Co. 0.53% New 7,221 $2.3M
Weaver C. Barksdale & Associates, Inc. 2.14% Reduce -1.6% 7,215 $2.3M
Massachusetts Wealth Management 1.51% Add +0.3% 7,209 $2.3M
Exchange Traded Concepts, LLC 0.06% Add +189.9% 7,206 $2.3M
J. W. Coons Advisors, LLC 0.42% Add +13.2% 7,194 $2.2M
LCNB Corp. 0.84% Reduce -1.3% 7,169 $2.2M
Eventide Asset Management, LLC 0.04% Add +46.2% 7,169 $2.2M
FMB Wealth Management 1.70% Reduce -0.1% 7,166 $2.2M
WoodTrust Financial Corp 0.35% No change 7,164 $2.2M
Palogic Value Management, L.P. 0.95% Add +0.9% 7,156 $2.2M
Modus Advisors, LLC 0.79% Add +6.8% 7,115 $2.2M
Linden Thomas Advisory Services, LLC 0.34% Reduce -1.4% 7,115 $2.2M
Mgo One Seven LLC 0.11% Add +17.5% 7,113 $2.2M
Channel Wealth LLC 0.81% Reduce -10.3% 7,110 $2.2M
Pensionfund Sabic 0.65% No change 7,100 $2.2M
Weaver Capital Management LLC 0.71% Reduce -0.8% 7,085 $2.2M
Natixis 0.01% Reduce -90.0% 7,080 $2.2M
Meridian Investment Counsel Inc. 0.70% No change 7,067 $2.2M
Formidable Asset Management, LLC 0.36% Add +9.4% 7,056 $2.2M
Lederer & Associates Investment Counsel 1.59% Reduce -4.7% 7,053 $2.2M
Radnor Capital Management, LLC 0.67% Add +1.1% 7,035 $2.2M
Alexander Randolph Advisory, Inc. 2.06% Reduce -2.0% 7,030 $2.2M
Mraz, Amerine & Associates, Inc. 0.45% Add +8.9% 7,024 $2.2M
IAM Advisory, LLC 0.59% Add +1.5% 7,021 $2.2M
Essex Financial Services, Inc. 0.16% Add +12.5% 6,740 $2.2M
Smith, Moore & Co. 0.23% Add +41.0% 6,996 $2.2M
Capital City Trust Co. 0.59% Reduce -3.1% 6,988 $2.2M
Eagle Rock Investment Company, LLC 0.39% Reduce -0.6% 6,987 $2.2M
Chemung Canal Trust Co. 0.42% Reduce -0.1% 6,979 $2.2M
Whitener Capital Management, Inc. 0.66% Add +0.3% 6,963 $2.2M
Mogy Joel R Investment Counsel Inc. 0.14% No change 6,941 $2.2M
Connable Office Inc. 0.23% Reduce -19.5% 6,935 $2.2M
Gerber Kawasaki Wealth & Investment Management 0.11% Add +1.1% 6,929 $2.2M
JPL Wealth Management, LLC 1.06% Add +11.1% 6,907 $2.2M
Blue Square Asset Management, LLC 1.25% Add +4.1% 6,868 $2.1M
Csenge Advisory Group 0.12% Add +1.4% 6,846 $2.1M
Strategic Advisors LLC 0.41% Reduce -0.2% 6,842 $2.1M
Checchi Capital Advisers, LLC 0.17% Add +1.5% 6,841 $2.1M
PFG Investments, LLC 0.15% Add +5.0% 6,819 $2.1M
Legacy Private Trust Co. 0.15% Reduce -2.4% 6,810 $2.1M
Brown Miller Wealth Management, LLC 0.88% Add +1.2% 6,784 $2.1M
Clean Yield Group 0.79% Reduce -3.7% 6,784 $2.1M
Vest Financial, LLC 0.05% Reduce -2.1% 6,774 $2.1M
Campbell Newman Asset Management Inc. 0.17% Reduce -3.4% 6,762 $2.1M
Ascension Asset Management LLC 1.10% Reduce -0.4% 6,737 $2.1M
Kingswood Wealth Advisors, LLC 0.19% Add +1.9% 6,733 $2.1M
PFC Capital Group, Inc. 1.05% No change 6,730 $2.1M
Lanark Financial, Inc. 0.19% Add +7.1% 6,679 $2.1M
Atlas Capital Advisors Inc. 0.27% Add +383.0% 6,670 $2.1M
Focus Financial Network, Inc. 0.09% Add +9.2% 6,195 $2.1M
Axiom Advisory, LLC 0.02% New 7,069 $2.1M
Freedom Investment Management, Inc. 0.17% Reduce -12.7% 6,608 $2.1M
International Assets Investment Management, LLC 0.19% Reduce -68.1% 36,505 $2.1M
Congress Park Capital LLC 0.83% No change 6,595 $2.1M
Castle Rock Wealth Management, LLC 0.51% Add +5.2% 6,593 $2.1M
King Wealth Management Group 0.34% Reduce -1.9% 6,556 $2.0M
Wealth Alliance Advisory Group, LLC 0.46% Reduce -2.0% 6,535 $2.0M
Garrison Point Advisors, LLC 1.34% Reduce -7.1% 6,513 $2.0M
Granite Group Advisors, LLC 1.54% Add +12.9% 6,509 $2.0M
Annis Gardner Whiting Capital Advisors, LLC 0.58% Add +126.5% 6,497 $2.0M
Platform Technology Partners 0.70% — 6,495 $2.0M
Fulton Breakefield Broenniman LLC 0.15% Add +1.2% 6,479 $2.0M
Benjamin Edwards Inc. 0.39% Add +12.0% 6,479 $2.0M
Hofer & Associates. Inc 1.57% Add +0.5% 6,477 $2.0M
Pine Haven Investment Counsel, Inc 1.74% Add +0.3% 6,473 $2.0M
L. Roy Papp & Associates, LLP 0.24% Add +0.0% 6,458 $2.0M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.75% Reduce -1.1% 6,432 $2.0M
Hudock, Inc. 0.37% Reduce -2.1% 6,429 $2.0M
Wynn Capital, LLC 1.48% Add +1.3% 6,425 $2.0M
S.A. Mason LLC 1.14% Add +0.0% 6,410 $2.0M
Highland Capital Management, LLC 0.12% Reduce -15.9% 6,402 $2.0M
Guidance Capital, Inc. 0.66% Add +11.0% 6,016 $2.0M
Greenspring Advisors, LLC 0.48% No change 6,400 $2.0M
All Terrain Financial Advisors, LLC 0.84% Add +1.5% 6,397 $2.0M
Colton Groome Financial Advisors, LLC 0.79% Add +654.0% 6,394 $2.0M
Northeast Financial Consultants Inc 0.09% Reduce -5.2% 6,386 $2.0M
BKM Wealth Management, LLC 0.96% Add +7.4% 6,368 $2.0M
Excalibur Management Corp. 0.81% No change 6,365 $2.0M
Joel Isaacson & Co., LLC 0.10% No change 6,355 $2.0M
BBR Partners, LLC 0.16% Reduce -10.2% 6,348 $2.0M
Manchester Capital Management LLC 0.24% Add +1.7% 6,346 $2.0M
Brookmont Capital Management 1.08% Reduce -38.8% 6,323 $2.0M
Advance Capital Management, Inc. 0.09% No change 6,310 $2.0M
Marks Group Wealth Management, Inc 0.21% Reduce -16.4% 6,306 $2.0M
Bridgeway Capital Management, LLC 0.05% Reduce -79.8% 6,300 $2.0M
Archford Capital Strategies, LLC 0.32% Add +1.1% 6,292 $2.0M
Belpointe Asset Management LLC 0.14% Reduce -6.3% 6,276 $2.0M
American State Bank (Iowa) 1.26% Reduce -1.3% 6,275 $2.0M
Cornerstone Investment Partners, LLC 0.10% Add +0.1% 6,261 $2.0M
Advocate Group LLC 0.39% Reduce -4.1% 6,255 $2.0M
Slagle Financial, LLC 1.00% Add +13.3% 6,250 $2.0M
Commonwealth Retirement Investments LLC 0.89% New 6,244 $2.0M
Syon Capital LLC 0.18% Add +13.8% 6,235 $1.9M
Woodward Diversified Capital, LLC 1.14% Add +1.8% 6,214 $1.9M
Signet Investment Advisory Group, Inc. 1.04% Add +1.6% 6,213 $1.9M
Harvest Investment Advisors, LLC 1.43% Reduce -2.2% 6,212 $1.9M
Anchor Investment Management, LLC 0.20% Add +3.1% 6,211 $1.9M
Atwood & Palmer Inc. 0.15% Add +0.8% 6,210 $1.9M
Moseley Investment Management Inc. 0.90% Add +0.8% 6,205 $1.9M
Stratos Wealth Advisors, LLC 0.10% Reduce -41.9% 6,202 $1.9M
Hall Laurie J Trustee 0.67% Reduce -5.8% 6,195 $1.9M
Azzad Asset Management Inc. 0.23% New 6,157 $1.9M
Bangor Savings Bank 0.19% Add +0.4% 6,141 $1.9M
Summit Financial, LLC 0.09% Add +106.1% 6,137 $1.9M
First United Bank & Trust 0.71% Reduce -0.5% 6,132 $1.9M
Doliver Advisors, LP 0.53% Reduce -5.1% 6,117 $1.9M
Trust Asset Management LLC 0.16% No change 6,114 $1.9M
Holderness Investments Co. 0.45% Add +8.7% 6,070 $1.9M
Quent Capital, LLC 0.21% Reduce -0.1% 6,063 $1.9M
Focus Partners Advisor Solutions, LLC 0.05% Reduce -1.8% 6,052 $1.9M
Venturi Wealth Management, LLC 0.11% Add +29.7% 6,037 $1.9M
NBT Bank, N.A. 0.13% Add +34.3% 6,004 $1.9M
Hilltop National Bank 0.60% Add +3.6% 5,999 $1.9M
L2 Asset Management, LLC 0.56% Reduce -23.6% 5,996 $1.9M
Spire Wealth Management 0.07% Reduce -20.6% 5,984 $1.9M
Strategic Blueprint, LLC 0.13% Add +2.9% 5,980 $1.9M
Mairs & Power Inc. 0.02% Reduce -18.3% 5,950 $1.9M
Regatta Capital Group, LLC 0.40% Add +5.0% 5,924 $1.9M
MKT Advisors LLC 0.92% Add +1.3% 5,854 $1.8M
Prosperity Consulting Group, LLC 0.25% Reduce -1.8% 5,906 $1.8M
Bluespring Wealth Management, LLC 0.20% Reduce -4.0% 5,901 $1.8M
Bison Wealth, LLC 0.30% No change 6,484 $1.8M
ICICI Prudential Asset Management Co Ltd 0.22% Add +10.4% 5,892 $1.8M
Augustine Asset Management Inc. 0.71% Reduce -0.9% 5,888 $1.8M
Raleigh Capital Management Inc. 0.78% Add +20.9% 5,867 $1.8M
St. Johns Investment Management Company, LLC 0.87% Reduce -3.6% 5,857 $1.8M
Oppenheimer Asset Management Inc. 0.02% Reduce -55.0% 5,857 $1.8M
Forza Wealth Management, LLC 0.94% No change 5,834 $1.8M
Avidian Wealth Enterprises, LLC 0.09% Add +76.5% 5,830 $1.8M
Ironwood Financial, llc 0.41% No change 5,813 $1.8M
Morton Capital Management LLC 0.43% Add +0.9% 5,788 $1.8M
Sumitomo Life Insurance Co. 0.04% Reduce -11.4% 5,785 $1.8M
Fort Sheridan Advisors LLC 0.29% Add +34.5% 5,780 $1.8M
Davis Capital Management 1.56% Add +1.1% 5,791 $1.8M
MMBG Investment Advisors Co. 0.19% No change 5,742 $1.8M
Cadence Bank 0.13% Reduce -0.8% 5,726 $1.8M
Maxi Investments CY Ltd 0.40% Add +192.6% 5,720 $1.8M
Montag A & Associates Inc. 0.09% Reduce -1.0% 5,718 $1.8M
Paradigm Asset Management Co. LLC 0.50% Reduce -21.9% 5,700 $1.8M
Investment Advisory Services Inc. /TX 0.65% Reduce -2.3% 5,697 $1.8M
17 Capital Partners, LLC 1.26% Reduce -6.6% 5,675 $1.8M
Hoylecohen, LLC 0.13% Add +4.6% 5,653 $1.8M
Ofi Invest Asset Management 0.05% Add +47.3% 6,050 $1.8M
Cigna Investments Inc. 0.33% Reduce -1.0% 5,616 $1.8M
Deseret Mutual Benefit Administrators 0.81% Add +0.7% 5,613 $1.8M
IMS Capital Management 0.82% Reduce -10.1% 5,335 $1.8M
Legacy Financial Advisors, Inc. 0.31% Add +0.1% 5,607 $1.8M
GAMCO Investors 0.02% Add +3.0% 5,595 $1.7M
Atlas Private Wealth Advisors 0.28% Add +101.3% 5,588 $1.7M
Gen-Wealth Partners Inc 0.84% Add +8.1% 5,575 $1.7M
Mechanics Bank Trust Department 0.25% Add +2.2% 5,554 $1.7M
Mengis Capital Management, Inc. 0.35% Reduce -2.2% 5,537 $1.7M
Aspen Investment Management Inc 0.86% Reduce -0.4% 5,537 $1.7M
Qtron Investments LLC 0.25% No change 5,536 $1.7M
Pioneer Trust Bank N A 0.46% Reduce -6.8% 5,505 $1.7M
Wedmont Private Capital 0.11% Add +13.9% 5,164 $1.7M
Naviter Wealth, LLC 0.25% Add +10.4% 5,465 $1.7M
Covenant Asset Management, LLC 0.38% Add +9.0% 5,461 $1.7M
Cunning Capital Partners, LP 0.95% No change 5,455 $1.7M
Providence Wealth Advisors, LLC 1.36% Add +2.3% 5,411 $1.7M
Edge Capital Group, LLC 0.08% No change 5,445 $1.7M
Howard Capital Management Group, LLC 0.13% No change 5,444 $1.7M
Granite Investment Partners, LLC 0.07% No change 5,435 $1.7M
Chicago Partners Investment Group LLC 0.07% Add +11.2% 5,076 $1.7M
Summit Trail Advisors, LLC 0.04% Add +4.5% 5,389 $1.7M
Global Wealth Management Investment Advisory, Inc. 0.39% Add +4.3% 5,388 $1.7M
Susquehanna Portfolio Strategies, LLC 0.07% Reduce -96.1% 5,377 $1.7M
Ascentis Independent Advisors 0.35% — 5,372 $1.7M
Schear Investment Advisers, LLC 1.21% Add +26.7% 5,363 $1.7M
DeDora Capital, Inc. 0.51% Add +1.0% 5,360 $1.7M
Altfest L J & Co. Inc. 0.23% Add +10.7% 5,336 $1.7M
Pacific Sage Partners, LLC 0.41% Add +0.1% 5,333 $1.7M
Vident Advisory, LLC 0.05% Reduce -95.4% 5,324 $1.7M
Herold Advisors, Inc. 0.38% Add +8.0% 5,304 $1.7M
Tempus Wealth Planning, LLC 0.69% Add +2.2% 5,290 $1.7M
Northeast Investment Management 0.08% Reduce -2.9% 5,269 $1.6M
Headlands Technologies LLC 0.17% Add +401.7% 5,268 $1.6M
Leisure Capital Management 0.77% Add +2.1% 5,259 $1.6M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.51% Reduce -80.9% 5,249 $1.6M
Mountain Pacific Investment Advisers LLC 0.12% Reduce -3.0% 5,244 $1.6M
Tealwood Asset Management Inc. 0.99% Reduce -0.7% 5,239 $1.6M
Arete Wealth Advisors, LLC 0.13% New 5,231 $1.6M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.63% Reduce -0.6% 4,860 $1.6M
Creative Financial Designs Inc. 0.14% Add +0.8% 5,181 $1.6M
Perpetual Ltd 0.02% Add +19.0% 5,180 $1.6M
Cadinha & Co. LLC 0.30% Add +3.3% 5,177 $1.6M
Valley Brook Capital Group, Inc. 1.26% Add +6.4% 5,175 $1.6M
Compound Planning, Inc. 0.12% Add +38.4% 5,171 $1.6M
Composition Wealth, LLC 0.04% Add +5.2% 5,168 $1.6M
Narwhal Capital Management 0.15% Reduce -0.9% 5,147 $1.6M
Founders Financial Securities LLC 0.15% Add +0.2% 5,128 $1.6M
Timber Creek Capital Management LLC 0.48% No change 5,110 $1.6M
Mitchell & Pahl Private Wealth, LLC 0.84% Add +0.3% 5,107 $1.6M
Harbour Investments, Inc. 0.05% Add +11.4% 5,105 $1.6M
Sweeney & Michel, LLC 0.68% Add +0.5% 5,044 $1.6M
Miller Investment Management, LP 0.19% No change 5,098 $1.6M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.16% Add +0.9% 5,098 $1.6M
Northern Financial Advisors Inc 1.27% Reduce -2.5% 5,087 $1.6M
Allen Investment Management, LLC 0.02% No change 5,083 $1.6M
Patriot Investment Management Group, Inc. 0.12% Reduce -2.1% 5,082 $1.6M
Bellevue Asset Management, LLC 0.87% No change 5,055 $1.6M
Morningstar Investment Management LLC 0.16% Reduce -4.0% 5,031 $1.6M
Fiducient Advisors LLC 0.22% Add +5.8% 5,023 $1.6M
Graypoint LLC 0.11% Add +6.8% 5,016 $1.6M
Wellington Shields & Co., LLC 0.51% Reduce -7.4% 5,014 $1.6M
Lynch & Associates 0.35% Add +8.4% 4,980 $1.6M
Harbour Trust & Investment Management Co 0.19% Add +0.3% 4,978 $1.6M
Pettee Investors, Inc. 0.75% Reduce -7.0% 4,974 $1.6M
WealthShield Partners, LLC 0.24% Reduce -40.1% 4,969 $1.6M
Comprehensive Financial Consultants Institutional, Inc. 0.61% Add +5.0% 4,966 $1.6M
Scientech Research LLC 0.32% Add +442.1% 4,955 $1.5M
Martin & Co. Inc. 0.39% Reduce -0.2% 4,953 $1.5M
Gladstone Institutional Advisory LLC 0.08% Add +0.7% 4,948 $1.5M
Painted Porch Advisors LLC 0.87% No change 4,934 $1.5M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.40% Reduce -11.8% 4,910 $1.5M
Keynote Financial Services LLC 1.29% Add +0.6% 4,898 $1.5M
Coastal Bridge Advisors, LLC 0.38% Add +6.6% 4,896 $1.5M
Evergreen Wealth Management, LLC 1.01% No change 4,892 $1.5M
Diligent Investors, LLC 0.38% Add +0.0% 4,890 $1.5M
Sather Financial Group Inc 0.11% Add +1.4% 4,886 $1.5M
Sompo Asset Management Co., Ltd. 0.26% Reduce -5.1% 4,870 $1.5M
Boomfish Wealth Group, LLC 0.98% Add +0.1% 4,868 $1.5M
Humankind Investments LLC 0.40% Add +19.3% 4,847 $1.5M
Affinity Investment Advisors, LLC 1.14% Reduce -18.3% 4,838 $1.5M
Wealth Group, Ltd. 1.08% Reduce -1.3% 4,827 $1.5M
Blue Fin Capital, Inc. 0.30% Add +1.2% 4,824 $1.5M
Silverlake Wealth Management LLC 0.62% Reduce -3.8% 4,810 $1.5M
Precedent Wealth Partners, LLC 0.61% Add +5.4% 4,810 $1.5M
Mainstay Capital Management LLC 0.26% Add +2.3% 4,808 $1.5M
Marino, Stram & Associates LLC 0.37% Reduce -0.1% 4,793 $1.5M
Mendel Money Management 0.70% Add +1.1% 4,787 $1.5M
VeraBank, N.A. 0.46% No change 4,764 $1.5M
HCR Wealth Advisors 0.21% Add +3.3% 4,761 $1.5M
Pine Valley Investments Ltd Liability Co 0.11% Reduce -4.8% 4,752 $1.5M
Human Investing LLC 0.29% Reduce -7.2% 4,748 $1.5M
Argus Investors' Counsel, Inc. 0.91% Reduce -15.8% 4,747 $1.5M
Secured Retirement Advisors, LLC 1.15% New 4,729 $1.5M
Peoples Financial Services Corp. 0.67% Add +0.8% 4,729 $1.5M
Compass Ion Advisors, LLC 0.21% No change 5,192 $1.5M
WealthTrust Axiom LLC 0.49% No change 4,723 $1.5M
Dynasty Wealth Management, LLC 0.04% Add +10.3% 4,712 $1.5M
Howe & Rusling Inc. 0.13% Reduce -3.2% 4,707 $1.5M
Beaumont Financial Advisors, LLC 0.12% Reduce -1.2% 4,705 $1.5M
Supplemental Annuity Collective Trust of NJ 0.45% No change 4,700 $1.5M
Twin City Private Wealth, LLC 1.39% Reduce -4.0% 4,699 $1.5M
Claro Advisors Inc. 0.23% Reduce -0.0% 4,690 $1.5M
Prelude Capital Management, LLC 0.12% Reduce -43.9% 4,675 $1.5M
Capital Investment Counsel, Inc 0.22% Reduce -2.1% 4,665 $1.5M
Resources Management Corp. /CT/ 0.21% Add +6.2% 4,650 $1.5M
Ironwood Investment Counsel, LLC 0.26% Add +1.0% 4,614 $1.4M
Robertson Stephens Wealth Management, LLC 0.08% Add +11.0% 4,606 $1.4M
Beck Mack & Oliver LLC 0.03% Add +0.0% 4,569 $1.4M
Icon Wealth Advisors, LLC 0.13% Add +0.9% 4,292 $1.4M
Alaethes Wealth, LLC 0.59% Reduce -14.5% 4,563 $1.4M
Capital International Sarl 0.04% New 4,560 $1.4M
Mendel Capital Management LLC 0.92% Reduce -1.3% 4,557 $1.4M
New Hampshire Trust 0.32% Reduce -0.7% 4,553 $1.4M
Y-Intercept (Hong Kong) Ltd 0.08% New 4,527 $1.4M
MCF Advisors LLC 0.11% Add +4.7% 4,511 $1.4M
Peregrine Asset Advisers, Inc. 0.55% No change 4,500 $1.4M
M Holdings Securities, Inc. 0.18% New 4,500 $1.4M
Continuum Advisory, LLC 0.20% Add +0.3% 4,499 $1.4M
Berger Financial Group, Inc 0.11% Reduce -0.6% 4,490 $1.4M
GeoWealth Management, LLC 0.06% Add +89.3% 4,474 $1.4M
Aberdeen Wealth Management LLC 0.94% Reduce -7.8% 4,457 $1.4M
Heritage Investment Group, Inc. 0.19% Add +2.3% 4,446 $1.4M
Aspiriant, LLC 0.06% Reduce -10.1% 4,443 $1.4M
Sunbelt Securities, Inc. 0.14% Reduce -17.8% 4,442 $1.4M
St. Louis Trust Co 0.21% No change 4,433 $1.4M
Masso Torrence Wealth Management Inc. 0.77% Add +13.8% 4,422 $1.4M
GC Wealth Management RIA, LLC 0.27% Add +0.2% 4,416 $1.4M
Premier Path Wealth Partners, LLC 0.23% Add +18.8% 4,413 $1.4M
Abacus Planning Group, Inc. 0.27% Add +0.8% 4,394 $1.4M
Marcum Wealth, LLC 0.14% Add +8.8% 4,388 $1.4M
Mechanics Financial Corp 0.70% Reduce -0.5% 4,387 $1.4M
LS Investment Advisors, LLC 0.21% Add +2.5% 4,380 $1.4M
Kings Path Partners LLC 0.64% — 4,368 $1.4M
Fidelis Capital Partners, LLC 0.19% Add +11.9% 4,359 $1.4M
Keudell/Morrison Wealth Management 0.40% Add +2.5% 4,355 $1.4M
Wrapmanager Inc. 0.38% Reduce -3.6% 4,354 $1.4M
DDFG, Inc 0.42% Add +0.4% 4,325 $1.4M
ARS Wealth Advisors Group, LLC 0.17% Reduce -1.2% 4,313 $1.3M
DB Fitzpatrick & Co, Inc 1.25% Add +145.4% 4,311 $1.3M
Sanders Morris Harris LLC 0.22% No change 4,292 $1.3M
EFG Asset Management (North America) Corp. 0.23% Add +41.5% 4,287 $1.3M
Cypress Capital Management LLC (WY) 1.44% Reduce -6.3% 4,286 $1.3M
Rhenman & Partners Asset Management AB 0.13% No change 4,250 $1.3M
Nichols & Pratt Advisers LLP 0.09% Reduce -3.4% 4,244 $1.3M
Avestar Capital, LLC 0.15% Add +62.9% 4,226 $1.3M
BTC Capital Management, Inc. 0.12% New 4,222 $1.3M
BLB&B Advisors, LLC 0.07% Add +8.1% 4,221 $1.3M
Patriot Financial Group Insurance Agency, LLC 0.19% Add +10.7% 4,218 $1.3M
Mitchell Sinkler & Starr 0.34% Add +4.7% 3,980 $1.3M
Carret Asset Management, LLC 0.15% Reduce -11.1% 4,212 $1.3M
Leo Wealth, LLC 0.13% Add +153.6% 4,215 $1.3M
Richwood Investment Advisors, LLC 1.15% Add +40.1% 4,194 $1.3M
Regal Investment Advisors LLC 0.09% Add +1.5% 4,171 $1.3M
PFW Advisors LLC 0.41% Reduce -10.3% 4,163 $1.3M
Roanoke Asset Management Corp./ NY 0.43% No change 4,155 $1.3M
Ridgecrest Wealth Partners, LLC 0.78% Reduce -1.0% 4,143 $1.3M
Obermeyer Wealth Partners 0.07% Add +1.3% 4,139 $1.3M
Visionary Horizons, LLC 0.95% Add +3.6% 4,137 $1.3M
Hollencrest Capital Management 0.06% No change 4,136 $1.3M
Balefire, LLC 0.46% Add +17.3% 4,135 $1.3M
Mayflower Financial Advisors, LLC 0.21% Add +6.0% 4,131 $1.3M
Duncker Streett & Co. Inc. 0.25% Reduce -1.0% 4,128 $1.3M
Intellectus Partners, LLC 0.35% Reduce -0.7% 4,126 $1.3M
Mill Creek Capital Advisors, LLC 0.03% Add +12.0% 4,115 $1.3M
Corundum Group, Inc. 0.50% Add +111.3% 4,113 $1.3M
Kendall Capital Management 0.43% Reduce -9.2% 4,110 $1.3M
Ellevest, Inc. 0.08% Add +6.3% 4,103 $1.3M
Aviso Financial Inc. 0.07% — 4,103 $1.3M
TFB Advisors LLC 0.42% Add +12.5% 4,098 $1.3M
Voya Financial Advisors, Inc. 0.14% Add +13.2% 4,081 $1.3M
Argent Advisors, Inc. 0.51% Add +6.8% 4,094 $1.3M
WP Advisors, LLC 0.41% Reduce -7.8% 4,084 $1.3M
Spirepoint Private Client, LLC 0.18% Add +4.6% 4,083 $1.3M
Notis-McConarty Edward 0.50% Reduce -6.1% 4,075 $1.3M
Strategy Asset Managers LLC 0.28% Add +93.8% 5,723 $1.3M
Essex Bank 0.34% Reduce -7.6% 4,059 $1.3M
Patton Albertson Miller Group, LLC 0.18% Reduce -0.3% 4,056 $1.3M
Highline Wealth Partners LLC 0.48% Add +0.0% 4,043 $1.3M
Fort Point Capital Partners LLC 0.16% Reduce -16.0% 4,040 $1.3M
KRS Capital Management, LLC 0.94% Reduce -1.0% 4,033 $1.3M
Conning Inc. 0.05% Add +2.3% 4,031 $1.3M
Stamos Capital Partners, L.P. 0.27% Add +4.4% 4,030 $1.3M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.27% Reduce -0.0% 4,029 $1.3M
Parisi Gray Wealth Management 0.45% Reduce -2.0% 4,025 $1.3M
Insigneo Advisory Services, LLC 0.14% Add +31.7% 3,864 $1.3M
Gryphon Financial Partners LLC 0.19% Add +1.7% 4,022 $1.3M
GTS Securities LLC 0.03% Add +53.1% 4,021 $1.3M
Rossmore Private Capital 0.16% No change 4,008 $1.3M
Mattson Financial Services, LLC 0.45% — 4,005 $1.3M
Live Oak Private Wealth LLC 0.21% Add +0.3% 4,001 $1.3M
Boit C F David 0.65% No change 4,000 $1.2M
James Investment Research, Inc. 0.15% Reduce -0.8% 3,993 $1.2M
AXS Investments LLC 0.34% Reduce -16.6% 3,950 $1.2M
TCI Wealth Advisors, Inc. 0.12% Add +1.7% 3,946 $1.2M
Cypress Asset Management Inc. 0.32% Reduce -10.7% 3,818 $1.2M
Strait & Sound Wealth Management LLC 0.63% Add +12.2% 3,936 $1.2M
Aft, Forsyth & Company, Inc. 0.60% Add +9.6% 3,935 $1.2M
Davis R M Inc. 0.02% Reduce -3.6% 3,921 $1.2M
Alpha Family Trust 0.72% No change 3,920 $1.2M
Atlantic Union Bankshares Corp 0.08% Add +101.2% 3,916 $1.2M
Waters Parkerson & Co., LLC 0.06% No change 3,904 $1.2M
Geneos Wealth Management Inc. 0.05% Add +122.0% 3,896 $1.2M
Columbus Macro, LLC 0.47% Reduce -0.8% 3,888 $1.2M
Vise Technologies, Inc. 0.21% Reduce -9.2% 3,870 $1.2M
Sage Mountain Advisors LLC 0.11% Reduce -3.8% 3,859 $1.2M
Athena Investment Management 0.73% Reduce -0.0% 3,858 $1.2M
Webster Bank, N. A. 0.13% Reduce -0.4% 3,839 $1.2M
Ayrshire Capital Management LLC 0.61% Add +2.7% 3,836 $1.2M
Consilium Wealth Advisory, LLC 0.65% Reduce -5.1% 3,834 $1.2M
Agate Pass Investment Management, LLC 0.64% Reduce -1.0% 3,830 $1.2M
Birinyi Associates Inc. 0.36% No change 3,827 $1.2M
Diversify Wealth Management, LLC 0.15% — 3,674 $1.2M
Forte Capital LLC 0.14% Add +1.0% 3,819 $1.2M
Wellington Shields Capital Management, LLC 0.22% Add +2.8% 3,799 $1.2M
First City Capital Management, Inc. 0.66% Reduce -0.7% 3,786 $1.2M
Beese Fulmer Investment Management, Inc. 0.11% Add +2.3% 3,783 $1.2M
FRG Family Wealth Advisors LLC 0.23% No change 3,591 $1.2M
Heartwood Wealth Advisors LLC 0.14% Add +1.9% 3,772 $1.2M
Cheviot Value Management, LLC 0.23% Add +0.4% 3,762 $1.2M
Marshall Financial Group, LLC 0.33% Add +4.5% 3,751 $1.2M
Quilter Plc 0.03% Add +1.4% 3,749 $1.2M
Colonial River Investments, LLC 0.63% Add +14.9% 3,749 $1.2M
Lokken Investment Group LLC 0.55% Add +13.6% 3,742 $1.2M
Cassaday & Co Wealth Management LLC 0.04% Add +1.4% 3,734 $1.2M
Baldwin Wealth Partners LLC 0.09% Reduce -3.1% 3,722 $1.2M
Check Capital Management Inc. 0.09% No change 3,720 $1.2M
Chesapeake Wealth Management 0.42% Reduce -4.5% 3,716 $1.2M
Manchester Financial Inc. 0.29% Add +4.0% 3,715 $1.2M
Arkadios Wealth Advisors 0.08% Add +11.9% 3,714 $1.2M
Main Street Financial Solutions, LLC 0.11% Add +10.2% 3,710 $1.2M
Avior Wealth Management, LLC 0.05% Reduce -29.1% 3,708 $1.2M
Mb, Levis & Associates, LLC 0.61% Add +0.8% 3,708 $1.2M
Quadrant Private Wealth Management, LLC 0.27% Add +1.8% 3,706 $1.2M
Bright Futures Wealth Management, LLC. 0.63% Add +1.9% 3,451 $1.2M
Resurgent Financial Advisors LLC 0.71% Reduce -8.7% 3,662 $1.1M
TAGStone Capital, Inc. 0.65% Add +1.1% 3,656 $1.1M
Wealthquest Corp 0.12% Add +0.3% 3,651 $1.1M
Signature Estate & Investment Advisors LLC 0.03% Add +31.7% 3,645 $1.1M
Silvia McColl Wealth Management, LLC 0.94% Reduce -0.2% 3,645 $1.1M
Murphy, Middleton, Hinkle & Parker, Inc. 0.66% Reduce -2.9% 3,639 $1.1M
Western Wealth Management, LLC 0.08% Reduce -30.1% 3,638 $1.1M
M. Kraus & Co 0.35% Reduce -0.3% 3,629 $1.1M
Scott & Selber, Inc. 0.36% Add +0.7% 3,624 $1.1M
Chapin Davis, Inc. 0.39% Add +8.5% 3,613 $1.1M
Westmount Partners, LLC 0.37% Reduce -4.8% 3,629 $1.1M
Northwest Investment Counselors, LLC 0.28% No change 3,603 $1.1M
Bollard Group LLC 0.03% Add +0.7% 3,600 $1.1M
Legacy Capital Wealth Partners, LLC 0.29% Reduce -66.0% 3,600 $1.1M
Wealth Dimensions Group, Ltd. 0.32% Reduce -3.4% 3,599 $1.1M
Horizon Kinetics Asset Management LLC 0.02% Reduce -2.2% 3,597 $1.1M
Access Financial Services, Inc. 0.51% Reduce -18.9% 3,587 $1.1M
DMC Group, LLC 0.96% Reduce -1.5% 3,572 $1.1M
Lebenthal Global Advisors, LLC 0.24% Add +4.4% 3,571 $1.1M
Lee Financial Co 0.18% Reduce -5.3% 3,570 $1.1M
Gradient Capital Advisors, LLC 0.40% Add +0.3% 3,569 $1.1M
Colonial Trust Co / SC 0.20% Add +4.0% 3,545 $1.1M
AlphaCore Capital LLC 0.27% Add +232.0% 3,536 $1.1M
CVA Family Office, LLC 0.20% Add +20.6% 3,529 $1.1M
Capstone Investment Advisors, LLC 0.05% Reduce -53.9% 3,525 $1.1M
FCG Investment Co 0.83% Add +5.0% 3,514 $1.1M
Alhambra Investment Management LLC 0.60% Add +9.2% 3,513 $1.1M
Vista Investment Management 0.44% Add +4.7% 3,511 $1.1M
Glaxis Capital Management, LLC 1.90% Add +40.0% 3,500 $1.1M
Brandywine Oak Private Wealth LLC 0.11% Reduce -2.2% 3,498 $1.1M
Beaton Management Co. Inc. 0.59% Add +0.7% 3,486 $1.1M
Ellis Investment Partners, LLC 0.23% Add +1.0% 3,484 $1.1M
Financial Perspectives, Inc 0.40% Add +0.1% 3,478 $1.1M
Mork Capital Management, LLC 0.85% No change 3,470 $1.1M
Bond & Devick Financial Network, Inc. 0.58% No change 3,469 $1.1M
Transatlantique Private Wealth LLC 0.44% Add +15.3% 3,469 $1.1M
First Foundation Advisors 0.04% Reduce -0.6% 3,463 $1.1M
Profit Investment Management, LLC 0.67% Add +2.4% 3,450 $1.1M
My Legacy Advisors, LLC 0.34% Add +4.8% 3,444 $1.1M
Parkside Financial Bank & Trust 0.17% Reduce -4.2% 3,444 $1.1M
Symmetry Partners, LLC 0.06% Reduce -13.8% 3,436 $1.1M
Houlihan Financial Resource Group, Ltd. 0.73% No change 3,429 $1.1M
Smithfield Trust Co 0.06% No change 3,438 $1.1M
Greenfield Savings Bank 0.55% Reduce -1.4% 3,420 $1.1M
Fifth Third Wealth Advisors LLC 0.08% Add +49.6% 3,412 $1.1M
Groesbeck Investment Management Corp. 1.47% Reduce -10.5% 3,404 $1.1M
Cerro Pacific Wealth Advisors LLC 0.41% — 3,405 $1.1M
RNC Capital Management LLC 0.06% Add +3.2% 3,405 $1.1M
Thomasville National Bank 0.08% Reduce -0.5% 3,387 $1.1M
Pure Financial Advisors, LLC 0.03% Add +19.1% 3,386 $1.1M
Dearborn Partners LLC 0.05% Add +21.2% 3,379 $1.1M
Norway Savings Bank 0.60% Add +8.6% 3,377 $1.1M
Harmony Asset Management LLC 0.44% Add +0.0% 3,377 $1.1M
KFG Wealth Management, LLC 0.42% Add +4.1% 3,375 $1.1M
Proquility Private Wealth Partners, LLC 0.36% Add +16.0% 3,368 $1.1M
Ables, Iannone, Moore & Associates, Inc. 0.70% Reduce -0.9% 3,364 $1.1M
Fairfield, Bush & Co. 0.63% Add +15.2% 3,355 $1.0M
Phillips Wealth Planners LLC 1.10% Add +12.4% 3,247 $1.0M
White Lighthouse Investment Management Inc. 0.20% Add +3.1% 3,332 $1.0M
Mathes Company, Inc. 0.38% Reduce -8.3% 3,330 $1.0M
TrinityBridge Ltd 0.04% No change 3,317 $1.0M
Jackson Wealth Management, LLC 0.22% New 3,284 $1.0M
Worth Financial Advisory Group, LLC 0.67% Add +6.4% 3,280 $1.0M
Royal Capital Wealth Management, LLC 0.77% Reduce -7.0% 3,263 $1.0M
Tradition Wealth Management, LLC 0.10% Add +0.4% 3,259 $1.0M
Midland Wealth Advisors, LLC 0.06% Reduce -2.0% 3,250 $1.0M
Hazlett, Burt & Watson, Inc. 0.52% Add +1.6% 3,253 $1.0M
Cidel Asset Management Inc. 0.08% Reduce -5.0% 3,236 $1.0M
Cowa, LLC 0.54% Reduce -6.1% 3,228 $1.0M
Invst, LLC 0.11% New 3,232 $1.0M
CFM Wealth Partners LLC 0.18% No change 3,216 $1.0M
New Century Financial Group, LLC 0.43% Add +4.9% 3,214 $1.0M
Carl P. Sherr & Co., LLC 0.56% Reduce -1.5% 3,207 $1.0M
WESPAC Advisors, LLC 0.78% Reduce -28.0% 3,196 $999K
Brave Asset Management Inc. 0.25% Reduce -18.7% 3,195 $998K
Personal Cfo Solutions, LLC 0.15% Add +3.8% 3,174 $992K
Washington Trust Bank 0.10% No change 3,169 $990K
Quantum Financial Advisors, LLC 0.17% No change 3,166 $989K
Burford Brothers, Inc. 0.57% No change 3,164 $989K
Group One Trading LLC 0.03% New 3,161 $988K
Financiere des Professionnels - Fonds d'investissement inc. 0.08% Reduce -10.4% 3,170 $985K
Emerald Advisors, LLC 0.15% Reduce -5.5% 3,147 $983K
Bellecapital International Ltd. 0.21% No change 3,130 $978K
Westhampton Capital, LLC 0.53% No change 3,125 $976K
Norden Group LLC 0.20% Reduce -74.9% 3,121 $975K
HUB Investment Partners, LLC 0.05% Add +29.5% 3,120 $975K
Court Place Advisors, LLC 0.31% No change 3,118 $974K
D'Orazio & Associates, Inc. 0.15% Add +1.1% 3,101 $969K
Pavion Blue Capital, LLC 0.48% Reduce -1.2% 3,097 $968K
Heritage Wealth Advisors 0.04% Reduce -11.6% 3,093 $966K
Carr Financial Group Corp 0.31% Add +9.5% 3,090 $965K
Wilson & Boucher Capital Management, LLC 0.74% Reduce -3.1% 3,083 $963K
Northcape Wealth Management, LLC 0.35% Add +70.8% 3,078 $962K
Cypress Wealth Services, LLC 0.21% Add +1.0% 3,072 $960K
Lawson Kroeker Investment Management Inc. 0.19% Add +0.8% 3,070 $959K
Rockland Trust Co. 0.05% Add +0.7% 3,066 $958K
Smartleaf Asset Management LLC 0.16% Add +16.0% 3,052 $958K
Fourpath Capital Management, LLC 0.71% Add +11.0% 3,064 $957K
First Trust Investment Solutions L.P. 0.13% Reduce -45.3% 3,061 $956K
Legacy Capital Group California, Inc. 0.34% Add +1.1% 3,057 $955K
Perbak Capital Partners LLP 0.28% New 3,050 $953K
Everhart Financial Group, Inc. 0.25% Add +47.8% 3,044 $951K
MainStreet Investment Advisors LLC 0.12% Reduce -5.8% 3,029 $946K
Householder Group Estate & Retirement Specialist, LLC 0.27% Add +18.4% 3,029 $946K
Brooklyn Investment Group 0.41% No change 3,339 $945K
Aviso Wealth Management 0.56% Add +64.8% 3,013 $941K
Patten & Patten Inc. 0.07% Reduce -3.2% 3,006 $939K
Northwest Capital Management Inc 0.34% No change 3,002 $938K
Allred Capital Management, LLC 0.36% Reduce -6.3% 2,998 $937K
Moss Adams Wealth Advisors LLC 0.13% Add +12.2% 2,992 $935K
Hartline Investment Corp./ 0.12% Reduce -74.1% 2,975 $930K
Chemistry Wealth Management LLC 0.24% Reduce -14.0% 2,961 $925K
Elevation Point Wealth Partners, LLC 0.07% Reduce -48.1% 2,954 $923K
AlphaStar Capital Management, LLC 0.09% Reduce -9.7% 2,950 $922K
Tyche Wealth Partners LLC 0.22% Reduce -39.1% 2,946 $921K
West Coast Financial LLC 0.11% Reduce -11.7% 2,935 $917K
Quantum Private Wealth, LLC 0.33% New 2,932 $916K
Accurate Wealth Management, LLC 0.22% Add +0.8% 2,774 $916K
1ST Source Bank 0.05% Add +0.0% 2,913 $910K
Sapient Capital LLC 0.02% Add +1.2% 2,903 $907K
Kathmere Capital Management, LLC 0.10% Add +10.7% 2,895 $905K
MBA Advisors LLC 0.46% Reduce -0.9% 2,892 $904K
Biltmore Family Office, LLC 0.17% Add +26.2% 2,891 $903K
Simon Quick Advisors, LLC 0.06% Add +22.1% 2,882 $901K
Burt Wealth Advisors 0.24% Reduce -3.1% 2,879 $900K
Allen Wealth Management, LLC 0.80% Add +2.1% 2,878 $899K
MJP Associates Inc. 0.19% Reduce -1.3% 2,876 $898K
Novak & Powell Financial Services, Inc. 0.56% Add +0.3% 2,868 $896K
Arlington Trust Co LLC 0.21% Add +47.3% 2,865 $895K
Hexagon Capital Partners LLC 0.19% Add +3.1% 2,862 $894K
Adirondack Trust Co. 0.36% Reduce -0.3% 2,859 $893K
Thrive Wealth Management, LLC 0.17% Add +3.0% 2,854 $892K
KG Capital Management 0.31% Reduce -27.4% 2,854 $892K
Delta Financial Group, Inc. 0.37% Reduce -0.8% 2,851 $891K
Guyasuta Investment Advisors Inc. 0.07% No change 3,082 $888K
Schmidt P J Investment Management Inc. 0.16% Reduce -1.6% 2,836 $886K
Everpar Advisors LLC 0.44% Add +13.3% 2,824 $882K
Paragon Capital Management Ltd 0.16% No change 2,820 $881K
Keel Point, LLC 0.08% Add +25.7% 2,720 $880K
Legacy Trust 0.22% Reduce -1.1% 2,814 $879K
Central Pacific Bank - Trust Division 0.11% Add +92.2% 2,814 $879K
KPP Advisory Services LLC 0.23% Add +3.9% 2,802 $875K
Oarsman Capital, Inc. 0.19% Reduce -1.7% 2,801 $875K
St. Clair Advisors, LLC 0.28% No change 2,800 $875K
Schneider Downs Wealth Management Advisors, LP 0.19% Reduce -0.3% 2,781 $869K
Weatherly Asset Management L. P. 0.08% Reduce -1.8% 2,780 $869K
TRUE Private Wealth Advisors 0.10% Add +1.9% 2,779 $868K
Beirne Wealth Consulting Services, LLC 0.35% No change 2,772 $866K
Kuhn & Co Investment Counsel 0.78% No change 2,768 $865K
Plancorp, LLC 0.04% Add +0.2% 2,764 $864K
Center For Asset Management LLC 0.57% Add +1.7% 2,761 $863K
Laffer Tengler Investments, Inc. 0.22% Add +2.5% 2,758 $862K
Mitchell McLeod Pugh & Williams Inc. 0.20% No change 2,755 $861K
Nikulski Financial, Inc. 0.27% No change 2,754 $860K
Edmonds Duncan Registered Investment Advisors, LLC 0.21% No change 2,750 $859K
Riverstone Advisors, LLC 0.53% No change 2,746 $858K
Bordeaux Wealth Advisors LLC 0.16% New 2,735 $854K
Edgestream Partners, L.P. 0.04% Reduce -78.0% 2,733 $854K
Advisor OS, LLC 0.09% Reduce -11.4% 2,732 $853K
Wellspring Financial Advisors, LLC 0.10% Add +1.5% 2,724 $851K
Legacy Wealth Asset Management, LLC 0.24% Add +2.2% 2,712 $847K
Wealth Effects LLC 0.31% Add +0.0% 2,709 $846K
Heritage Wealth Management, Inc. 0.28% — 2,721 $846K
Seven Eight Capital, LP 0.09% New 2,706 $845K
Sierra Summit Advisors LLC 0.21% Reduce -87.9% 2,704 $845K
Apexium Financial, LP 0.06% Add +1.2% 2,695 $842K
Phoenix Wealth Advisors 0.42% Reduce -1.4% 2,693 $841K
Jeppson Wealth Management, LLC 0.32% Add +11.1% 2,684 $839K
Bar Harbor Wealth Management 0.06% Reduce -1.6% 2,684 $839K
Park Place Capital Corp 0.27% Reduce -26.4% 2,683 $838K
Owen LaRue, LLC 0.52% Reduce -0.7% 2,683 $838K
Pinnacle Wealth Planning Services, Inc. 0.12% Reduce -0.9% 2,682 $838K
White Knight Strategic Wealth Advisors, LLC 0.83% Reduce -2.9% 2,676 $836K
Advus Financial Partners, LLC 0.25% Add +25.0% 2,669 $834K
Callan Capital, LLC 0.07% Add +1.0% 2,649 $828K
Aspen Grove Capital, LLC 0.19% Add +0.6% 2,642 $825K
Perennial Investment Advisors, LLC 0.12% Reduce -8.8% 2,637 $824K
BSW Wealth Partners 0.14% Reduce -7.3% 2,633 $823K
Cable Hill Partners, LLC 0.09% New 2,623 $820K
Evermay Wealth Management LLC 0.13% Reduce -1.2% 2,616 $817K
Ramiah Investment Group 0.80% New 2,614 $817K
Oak Hill Wealth Advisors, LLC 0.25% — 2,612 $816K
Dillon & Associates Inc. 0.12% No change 2,616 $816K
DGS Capital Management, LLC 0.23% Reduce -10.7% 2,603 $813K
Sentry Investment Management LLC 0.36% Add +118.7% 2,603 $813K
Catalyst Funds Management Pty Ltd 0.22% Add +44.4% 2,600 $812K
DF Dent & Co. Inc. 0.01% Reduce -0.7% 2,600 $812K
VCI Wealth Management LLC 0.40% Add +43.1% 2,594 $810K
Merrion Investment Management Co, LLC 0.56% Reduce -1.9% 2,593 $810K
Baxter Bros Inc. 0.11% Reduce -12.4% 2,588 $809K
Financial Engines Advisors L.L.C. 0.00% Reduce -33.5% 2,587 $808K
Spinnaker Investment Group, LLC 0.22% Reduce -10.0% 2,571 $803K
Capital Advisory Group Advisory Services, LLC 0.34% Add +24.4% 2,569 $803K
Founders Financial Alliance, LLC 0.24% Add +3.4% 2,568 $802K
Moneco Advisors, LLC 0.12% Reduce -5.1% 2,566 $802K
Capital Advisors Inc. 0.02% Add +2.7% 2,565 $801K
Evernest Financial Advisors, LLC 0.36% Reduce -5.7% 2,564 $801K
Motiv8 Investments LLC 0.60% Add +18.9% 2,563 $801K
Canopy Partners, LLC 0.37% Add +1.2% 2,561 $800K
First Nebraska Trust Co 0.08% No change 2,554 $798K
Grove Bank & Trust 0.13% Reduce -4.7% 2,552 $797K
Lansing Street Advisors 0.33% Add +1.8% 2,550 $797K
First Heartland Consultants, Inc. 0.08% Reduce -0.7% 2,549 $796K
First Command Advisory Services, Inc. 0.01% New 2,535 $792K
Hemington Wealth Management 0.27% Add +0.2% 2,533 $791K
Liberty Wealth Management LLC 0.14% Add +377.6% 11,562 $791K
Saratoga Research & Investment Management 0.04% Reduce -1.8% 2,526 $789K
Apriem Advisors 0.10% Add +1.8% 2,524 $789K
Cim Investment Management Inc. 0.24% Reduce -0.9% 2,521 $788K
FSB Premier Wealth Management, Inc. 0.36% Reduce -4.8% 2,521 $788K
Astoria Portfolio Advisors LLC. 0.28% Add +0.1% 2,515 $786K
Tradewinds, LLC. 0.24% Add +13.3% 2,514 $786K
Auxano Advisors, LLC 0.22% Add +1.7% 2,502 $782K
Home Federal Bank of Tennessee 0.24% Add +10.8% 2,497 $780K
American Trust Investment Advisors, LLC 0.38% Reduce -5.7% 2,496 $780K
Armbruster Capital Management, Inc. 0.16% Add +3.0% 2,487 $777K
Perritt Capital Management Inc 0.42% Reduce -0.1% 2,487 $777K
Cottage Street Advisors LLC 0.46% Add +0.0% 2,483 $776K
BHK Investment Advisors, LLC 0.30% Reduce -2.1% 2,483 $776K
Cornerstone Advisory, LLC 0.11% Add +0.3% 2,476 $773K
Redhawk Wealth Advisors, Inc. 0.12% Reduce -6.6% 2,473 $773K
Lakewood Asset Management LLC 0.54% Add +0.1% 2,473 $773K
SPC Financial, Inc. 0.07% Add +7.0% 2,469 $771K
Iams Wealth Management, LLC 0.42% Reduce -33.0% 2,465 $770K
LRI Investments, LLC 0.09% Add +361.2% 2,463 $770K
Emerald Advisers, LLC 0.03% Reduce -2.3% 2,461 $769K
Pittenger & Anderson Inc. 0.03% No change 2,460 $769K
Piedmont Capital Management, LLC 0.52% No change 2,789 $768K
Sage Rhino Capital LLC 0.18% Reduce -2.0% 2,453 $766K
MWA Asset Management 0.54% Add +2.8% 2,429 $759K
NCM Capital Management, LLC 0.40% No change 2,429 $759K
Brown Financial Advisors 0.34% — 2,417 $755K
Kelleher Financial Advisors 0.31% Add +12.0% 2,416 $755K
City State Bank 0.31% Reduce -2.4% 2,415 $755K
Confluence Wealth Services, Inc. 0.06% Add +83.9% 2,413 $754K
Lindbrook Capital, LLC 0.07% Add +23.8% 2,409 $753K
Laidlaw Wealth Management LLC 0.41% Add +17.8% 2,408 $752K
Marble Harbor Investment Counsel, LLC 0.09% No change 2,402 $750K
Redwood Wealth Management Group, LLC 0.56% Add +1.1% 2,398 $749K
Oxford Financial Group, LTD. LLC 0.05% Reduce -18.8% 2,396 $749K
Pettyjohn, Wood & White, Inc. 0.14% Reduce -8.8% 2,390 $747K
Westover Capital Advisors, LLC 0.19% New 2,389 $746K
McRae Capital Management Inc. 0.17% No change 2,386 $746K
CPA Asset Management Group, LLC 0.40% No change 2,380 $744K
Rodgers Brothers Inc. 0.10% Add +3.8% 2,377 $743K
Jackson, Grant Investment Advisers, Inc. 0.30% Add +5.7% 2,374 $742K
Lazari Capital Management, Inc. 0.33% Add +2.1% 2,367 $740K
Farmers National Bank 0.22% Reduce -0.3% 2,365 $739K
Caxton Associates LP 0.03% Reduce -82.1% 2,364 $739K
Connecticut Wealth Management, LLC 0.04% Add +11.9% 2,357 $737K
Verus Capital Partners, LLC 0.08% Add +5.8% 2,354 $736K
Catalyst Financial Partners LLC 0.16% Add +8.9% 2,353 $735K
Sfmg, LLC 0.06% Reduce -4.2% 2,346 $733K
Octavia Wealth Advisors, LLC 0.10% Add +89.0% 2,345 $733K
Means Investment Co., Inc. 0.09% Add +0.5% 2,339 $731K
Stonebridge Capital Management Inc. 0.31% Reduce -5.5% 2,336 $730K
Hara Capital LLC 0.47% No change 2,334 $729K
Campbell & CO Investment Adviser LLC 0.06% Add +4.4% 2,332 $729K
Angeles Investment Advisors, LLC 0.04% Reduce -10.0% 2,332 $729K
First National Corp. /Ma/ 0.17% Reduce -3.7% 2,330 $728K
Leonteq Securities AG 0.10% Reduce -60.6% 2,324 $726K
CRA Financial Services, LLC 0.15% Add +0.5% 2,320 $725K
Keystone Wealth Services, LLC 0.22% Add +0.2% 2,306 $720K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.47% Reduce -8.0% 2,300 $719K
RS Crum Inc. 0.19% No change 2,300 $719K
Roman Butler Fullerton & Co. 0.23% Reduce -18.8% 2,230 $717K
Renaissance Investment Group LLC 0.16% Reduce -8.1% 2,270 $717K
Citizens Business Bank 0.15% Add +2.1% 2,295 $717K
Lion Street Advisors, LLC 0.27% Reduce -1.4% 2,292 $716K
Bantamac Capital, LLC 0.43% Reduce -5.3% 2,292 $716K
Blue Trust, Inc. 0.01% Add +63.0% 2,516 $715K
CoreFirst Bank & Trust 0.48% Reduce -6.3% 2,286 $714K
PDS Planning, Inc 0.07% Add +6.0% 2,273 $710K
E&G Advisors, LLC 0.21% No change 2,272 $710K
Aveo Capital Partners, LLC 0.08% Reduce -20.8% 2,265 $708K
Sky Investment Group LLC 0.14% Reduce -1.7% 2,263 $707K
WFA of San Diego, LLC 0.63% — 2,262 $707K
Compton Wealth Advisory Group, LLC 0.19% No change 2,253 $704K
Waycross Partners, LLC 0.11% No change 2,250 $703K
Certuity, LLC 0.06% Add +72.7% 2,249 $703K
Whalen Wealth Management Inc. 0.56% Add +109.9% 2,248 $702K
Financial Management Network Inc. 0.17% Add +2.0% 2,258 $702K
Summit Financial Wealth Advisors, LLC 0.14% Add +0.7% 2,246 $702K
Arden Trust Co 0.10% Reduce -0.1% 2,244 $701K
Garde Capital, Inc. 0.05% Reduce -23.3% 2,237 $699K
Lwmg, LLC 0.15% Add +0.6% 2,236 $699K
Trust Point Inc. 0.06% Reduce -0.8% 2,235 $698K
Woodmont Investment Counsel LLC 0.06% Reduce -3.7% 2,228 $696K
ABN AMRO Bank N.V. 0.01% Reduce -5.6% 2,198 $694K
McElhenny Sheffield Capital Management, LLC 0.24% No change 2,210 $691K
Centennial Bank 0.34% Reduce -0.9% 2,209 $690K
Apeiron RIA LLC 0.21% Add +7.1% 2,208 $690K
Long Road Investment Counsel, LLC 0.30% No change 2,200 $687K
GYL Financial Synergies, LLC 0.05% Reduce -22.4% 2,197 $687K
JT Stratford LLC 0.13% Add +8.2% 2,190 $684K
Blueprint Investment Partners LLC 0.15% Add +28.6% 2,184 $683K
Kennedy Investment Group, Inc. 0.34% Reduce -0.2% 2,179 $681K
Farmers Trust Co. 0.14% Reduce -5.1% 2,177 $680K
Prostatis Group LLC 0.24% Add +18.0% 2,176 $680K
Capital Advisors, Ltd. LLC 0.09% Add +3.7% 2,175 $680K
HF Advisory Group, LLC 0.35% Add +9.3% 2,176 $680K
L.M. Kohn & Company 0.18% Reduce -0.5% 2,174 $679K
Park National Corp. 0.02% Reduce -3.3% 2,155 $673K
Kovack Advisors, Inc. 0.07% Reduce -41.7% 2,154 $673K
RE Dickinson Investment Advisors, LLC 0.41% No change 2,152 $672K
Point Windward Advisors Inc. 0.28% No change 2,150 $672K
Edgemoor Investment Advisors, Inc. 0.06% Reduce -3.4% 2,150 $672K
Beverly Hills Private Wealth, LLC 0.15% Reduce -13.6% 2,147 $671K
Kolinsky Wealth Management, LLC 0.48% Add +14.3% 2,146 $671K
Coastwise Capital Group, LLC 0.65% Reduce -8.6% 2,142 $669K
Samalin Investment Counsel, LLC 0.31% Add +7.8% 2,140 $669K
Flagship Harbor Advisors, LLC 0.04% Reduce -2.1% 2,140 $669K
Performance Wealth Partners, LLC 0.02% Reduce -92.8% 2,135 $667K
Legal Advantage Investments, Inc. 0.38% Add +0.2% 2,130 $666K
Burkett Financial Services, LLC 0.34% Add +0.7% 2,129 $665K
Williams & Novak, LLC 0.62% Add +183.9% 2,121 $663K
Accredited Investors Inc. 0.04% Add +0.2% 2,120 $662K
Journey Strategic Wealth LLC 0.03% Add +116.0% 2,117 $662K
Catalina Capital Group, LLC 0.25% Add +5.8% 2,117 $661K
XTX Topco Ltd 0.06% New 2,115 $661K
Clear Creek Financial Management, LLC 0.08% Add +19.5% 2,112 $660K
Aureus Asset Management, LLC 0.05% Reduce -18.7% 2,111 $660K
SOL Capital Management CO 0.08% No change 2,107 $658K
Howland Capital Management LLC 0.03% Add +0.1% 2,103 $657K
Magnolia Capital Management Ltd. 0.55% No change 2,100 $656K
Sterling Investment Counsel, LLC 0.26% Add +27.2% 2,096 $655K
Cohen Capital Management, Inc. 0.11% No change 2,096 $655K
Left Brain Wealth Management, LLC 0.31% Add +0.7% 2,095 $655K
CFO4Life Group, LLC 0.12% Reduce -3.5% 2,094 $654K
FLC Capital Advisors 0.16% Add +2.5% 2,086 $652K
US Asset Management LLC 0.59% Reduce -4.0% 2,080 $650K
Pinion Investment Advisors, LLC 0.32% Reduce -0.1% 2,078 $649K
Duncan Williams Asset Management, LLC 0.55% Add +0.1% 2,076 $649K
Sachetta, LLC 0.28% Reduce -2.8% 1,942 $647K
Mason & Associates Inc 0.17% Add +17.6% 2,063 $645K
Tributary Capital Management, LLC 0.05% Reduce -5.1% 2,063 $645K
Monument Capital Management 0.19% Reduce -4.7% 2,059 $643K
Barry Investment Advisors, LLC 0.22% Reduce -18.7% 2,057 $643K
AdvisorNet Financial, Inc 0.06% Reduce -6.8% 2,055 $642K
RW Investment Management LLC 0.09% No change 2,047 $640K
Columbia Bank 0.25% Add +2.5% 2,047 $640K
Whalerock Point Partners, LLC 0.17% No change 2,047 $640K
Investment Advisory Group, LLC 0.25% Add +0.1% 2,041 $638K
Smart Portfolios, LLC 0.64% Add +16.6% 2,040 $637K
FUKOKU MUTUAL LIFE INSURANCE Co 0.05% No change 2,033 $635K
Galvin, Gaustad & Stein, LLC 0.06% Reduce -5.4% 2,032 $635K
Van Cleef Asset Management,Inc 0.08% No change 2,027 $633K
Hamilton Capital, LLC 0.05% Reduce -4.8% 2,027 $633K
Soltis Investment Advisors LLC 0.07% Reduce -16.3% 2,024 $632K
Goepper Burkhardt LLC 0.28% No change 2,014 $629K
Birch Hill Investment Advisors LLC 0.03% No change 2,013 $629K
Insight Advisors, LLC/ PA 0.11% Reduce -0.1% 2,004 $626K
Sunburst Financial Group, LLC 0.17% Reduce -13.3% 1,998 $624K
Callan Family Office, LLC 0.12% Add +70.6% 1,994 $623K
Fiera Capital Corp 0.00% Reduce -30.5% 1,992 $622K
Centiva Capital, LP 0.03% New 1,987 $621K
Childress Capital Advisors, LLC 0.17% Add +5.0% 1,982 $619K
Covenant Partners, LLC 0.19% Reduce -0.8% 1,978 $618K
Fulcrum Equity Management 0.55% Add +3.2% 1,974 $617K
360 Financial, Inc. 0.23% No change 1,969 $615K
Indiana Trust & Investment Management Co 0.22% No change 1,960 $612K
Nicolet Advisory Services, LLC 0.06% Reduce -6.2% 1,904 $612K
Glen Eagle Advisors, LLC 0.11% Add +5.7% 1,956 $611K
Doheny Asset Management 0.44% No change 1,955 $611K
East Coast Asset Management, LLC. 0.22% No change 1,950 $609K
Santori & Peters, Inc. 0.26% Reduce -0.6% 1,949 $609K
Fortitude Family Office, LLC 0.34% Add +18.6% 1,947 $608K
Colonial Trust Advisors 0.06% Reduce -1.9% 1,945 $608K
Howard Financial Services, LTD. 0.10% Reduce -4.6% 1,945 $608K
Lincoln Capital Corp. 0.26% Add +11.2% 1,943 $607K
West Family Investments, Inc. 0.18% Reduce -4.1% 1,943 $607K
Saxon Interests, Inc. 0.29% Add +2.1% 1,933 $604K
Capstone Financial Advisors, Inc. 0.04% Add +0.2% 1,928 $602K
Cyndeo Wealth Partners, LLC 0.05% Add +35.4% 1,925 $601K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -13.9% 1,919 $600K
Curbstone Financial Management Corp 0.13% Reduce -2.5% 1,912 $597K
Quotient Wealth Partners, LLC 0.02% Add +16.0% 1,911 $597K
Stokes Family Office, LLC 0.07% Add +7.7% 1,911 $597K
Culbertson A N & Co. Inc. 0.10% Reduce -11.2% 1,910 $597K
Pasadena Private Wealth, LLC 0.14% Reduce -33.3% 1,909 $596K
Eastern Bank 0.02% Reduce -5.7% 1,907 $596K
Paulson Wealth Management Inc. 0.17% Reduce -1.2% 1,906 $596K
Delta Investment Management, LLC 0.13% Add +3.3% 1,903 $595K
Wealth Architects, LLC 0.07% Reduce -6.0% 1,902 $594K
Longfellow Investment Management Co. LLC 0.15% Add +0.7% 1,902 $594K
Campion Asset Management 0.47% No change 1,900 $594K
Acima Private Wealth, LLC 0.22% No change 1,892 $591K
Alpha Omega Wealth Management LLC 0.11% Reduce -0.3% 1,888 $590K
Prairie Wealth Advisors, Inc. 0.30% Reduce -10.1% 1,880 $587K
Fruth Investment Management 0.16% No change 1,880 $587K
Richardson Financial Services Inc. 0.42% Reduce -4.6% 1,877 $586K
Meadow Creek Wealth Advisors LLC 0.55% Reduce -0.2% 1,876 $586K
Jaffetilchin Investment Partners, LLC 0.05% Add +2.3% 1,876 $586K
Orion Capital Management LLC 0.31% Add +39.4% 1,875 $586K
Camden National Bank 0.09% Add +89.1% 1,874 $586K
Merriman Wealth Management, LLC 0.03% Add +5.6% 1,873 $585K
Heritage Oak Wealth Advisors LLC 0.31% — 1,872 $585K
Beacon Bank & Trust 0.15% Add +3.6% 1,871 $585K
Calamos Wealth Management LLC 0.03% Reduce -1.5% 1,867 $583K
Beacon Investment Advisors LLC 0.30% Reduce -80.1% 1,861 $581K
Capital Analysts, LLC 0.03% Add +8.2% 1,857 $580K
Ignite Planners, LLC 0.14% Add +0.5% 1,863 $579K
Paragon Private Wealth Management, LLC 0.33% Add +26.8% 1,853 $579K
West Paces Advisors Inc. 0.15% Reduce -0.5% 1,849 $578K
WCM Investment Management, LLC 0.00% Add +49.7% 1,841 $578K
Caldwell Sutter Capital, Inc. 0.29% Reduce -5.3% 1,848 $577K
Altus Wealth Group LLC 0.29% Reduce -44.3% 1,847 $577K
Stokes Capital Advisors, LLC 0.16% No change 1,845 $576K
Clearwater Capital Advisors, LLC 0.06% Reduce -1.0% 1,840 $575K
Geller Advisors LLC 0.04% Reduce -30.4% 1,838 $574K
Sheaff Brock Investment Advisors, LLC 0.05% Reduce -40.2% 1,837 $574K
Sterling Group Wealth Management, LLC 0.33% — 1,835 $573K
Debussy Capital Management LP 0.16% Add +2.7% 1,827 $571K
Kelly Lawrence W & Associates Inc. 0.13% No change 1,826 $571K
Aspire Capital Advisors LLC 0.19% Add +0.2% 1,812 $566K
Wells Trecaso Financial Group, LLC 0.20% Add +2.3% 1,805 $564K
Intrepid Financial Planning Group LLC 0.24% Reduce -1.5% 1,797 $561K
Alethea Capital Management, LLC 0.42% Add +12.1% 1,784 $557K
Eisler Capital (US) LLC 0.11% Reduce -75.2% 1,782 $557K
Lantz Financial LLC 0.17% Add +5.1% 1,779 $556K
Allstate Corp. 0.04% Reduce -0.3% 1,774 $554K
First National Bank & Trust Co. of Newtown 0.11% Reduce -1.9% 1,770 $553K
Ransom Advisory, Ltd 0.28% Add +4.5% 1,763 $551K
Vestmark Advisory Solutions, Inc. 0.02% Add +1.4% 1,760 $550K
Arcataur Capital Management LLC 0.20% Reduce -0.6% 1,758 $549K
Security National Bank 0.08% Reduce -2.1% 1,752 $547K
Scarborough Advisors, LLC 0.23% Add +0.6% 1,751 $547K
Orange Investment Advisors, Inc. 0.07% Add +40.8% 1,760 $547K
Capital Asset Advisory Services LLC 0.03% Reduce -1.8% 1,728 $546K
Stone Summit Wealth LLC 0.20% Add +0.1% 1,746 $545K
Alera Investment Advisors, LLC 0.07% Add +117.0% 1,736 $542K
Commonwealth Financial Services, LLC 0.11% Reduce -0.9% 1,739 $542K
Blue Edge Capital, LLC 0.09% No change 1,733 $541K
Charles Schwab Trust Co 0.05% Add +21.4% 1,729 $540K
Seneca Financial Advisors LLC 0.28% No change 1,727 $540K
Eagle Global Advisors LLC 0.03% Reduce -36.8% 1,720 $537K
German American Bancorp, Inc. 0.06% Reduce -1.7% 1,719 $537K
Davidson Trust Co. 0.37% Reduce -11.0% 1,716 $536K
Twelve Points Wealth Management LLC 0.19% Add +7.4% 1,715 $536K
Truvestments Capital LLC 0.21% Add +54.0% 1,713 $535K
Sovereign Financial Group, Inc. 0.13% Add +17.6% 1,707 $533K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -26.8% 1,705 $533K
Gold Investment Management Ltd. 0.23% Reduce -14.4% 1,703 $532K
Bouchey Financial Group, Ltd. 0.05% Add +1.2% 1,705 $532K
Knuff & Co LLC 0.17% No change 1,700 $531K
Louisbourg Investments Inc. 0.15% Reduce -32.0% 1,700 $531K
Relative Value Partners Group, LLC 0.07% Add +8.3% 1,690 $528K
Lake Street Private Wealth, LLC 0.07% Reduce -22.2% 1,690 $528K
Beaumont Asset Management, L.L.C. 0.34% No change 1,687 $527K
Evanson Asset Management, LLC 0.04% Add +0.1% 1,670 $522K
Kaydan Wealth Management, Inc. 0.18% Add +116.3% 1,659 $518K
Randall & Associates Wealth Management 0.47% Reduce -7.1% 1,655 $517K
Guardian Wealth Advisors, LLC / NC 0.06% Reduce -1.7% 1,651 $516K
Fortis Capital Management LLC 0.11% Add +4.6% 1,648 $515K
Proficio Capital Partners LLC 0.05% Add +2.3% 1,648 $515K
Bill Few Associates, Inc. 0.20% Add +0.4% 1,646 $514K
Weaver Consulting Group 0.18% No change 1,646 $514K
AIA Group Ltd 0.01% Reduce -23.6% 1,645 $514K
WBH Advisory Inc. 0.05% Add +0.1% 1,644 $514K
Interchange Capital Partners, LLC 0.19% New 1,638 $512K
WMS Partners, LLC 0.03% Reduce -2.2% 1,636 $511K
Cozad Asset Management Inc. 0.05% Add +11.8% 1,635 $511K
Fortitude Advisory Group L.L.C. 0.31% Reduce -15.8% 1,634 $511K
Intrepid Capital Management Inc. 0.33% Add +55.6% 1,634 $511K
Silver Oak Securities, Incorporated 0.08% Add +28.7% 1,633 $510K
Global Financial Private Client, LLC 0.21% Add +2.5% 1,628 $509K
Legacy Edge Advisors, LLC 0.09% Add +9.6% 1,622 $507K
Keebeck Wealth Management 0.07% Reduce -1.5% 1,622 $507K
Freedom Day Solutions, LLC 0.17% Reduce -3.3% 1,617 $505K
Centaurus Financial, Inc. 0.03% Add +16.8% 1,615 $505K
Kiely Wealth Advisory Group, Inc. 0.28% No change 1,556 $502K
Cromwell Holdings LLC 0.30% — 1,603 $501K
Bank of New Hampshire 0.13% Reduce -4.8% 1,597 $499K
Hanson & Doremus Investment Management 0.08% Add +3.6% 1,592 $497K
Modern Wealth Management, LLC 0.04% New 1,582 $494K
Sandy Cove Advisors, LLC 0.22% Reduce -4.6% 1,576 $492K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.20% Add +1.9% 1,575 $492K
Baader Bank Aktiengesellschaft 0.04% Add +97.1% 1,577 $492K
Retirement Income Solutions, Inc. 0.12% No change 1,571 $491K
Southland Equity Partners LLC 0.14% Add +0.7% 1,570 $491K
Parcion Private Wealth LLC 0.04% Add +22.7% 1,570 $491K
Wolff Financial Management LLC 0.36% No change 1,568 $490K
Petredis Investment Advisors LLC 0.05% Add +1.5% 1,563 $488K
Old North State Trust, LLC 0.42% Add +4.5% 1,562 $488K
Willner & Heller, LLC 0.47% Add +0.7% 1,556 $486K
Independence Bank of Kentucky 0.13% Add +42.0% 1,555 $486K
Members Trust Co 0.01% Reduce -1.6% 1,550 $484K
Baker Avenue Asset Management, LP 0.02% Add +4.7% 1,550 $484K
Chase Investment Counsel Corp. 0.17% Add +8.5% 1,549 $483K
Relyea Zuckerberg Hanson LLC 0.08% Reduce -6.1% 1,543 $482K
Portside Wealth Group, LLC 0.09% Reduce -2.4% 1,538 $481K
Orrstown Financial Services Inc. 0.25% Add +2.7% 1,538 $481K
Spreng Capital Management, Inc. 0.25% Reduce -1.6% 1,529 $478K
Tritonpoint Wealth, LLC 0.05% Reduce -5.1% 1,526 $477K
Ausdal Financial Partners, Inc. 0.05% Reduce -9.4% 1,525 $476K
Defined Wealth Management, LLC 0.33% Add +0.8% 1,524 $476K
West Michigan Advisors, LLC 0.15% Add +20.1% 1,519 $475K
Chatham Capital Group, Inc. 0.08% No change 1,519 $475K
Union Savings Bank 0.25% No change 1,519 $475K
Balanced Rock Investment Advisors LLC 0.40% Reduce -3.1% 1,515 $473K
McKinley Carter Wealth Services, Inc. 0.03% Add +0.1% 1,514 $473K
Vigilare Wealth Management 0.21% Add +8.6% 1,510 $472K
Townsend Asset Management Corp. /NC/ 0.18% Add +5.6% 1,510 $472K
American Financial Advisors, LLC 0.07% Add +0.3% 1,510 $472K
Lyell Wealth Management, LP 0.04% Reduce -47.7% 1,508 $471K
CWS Financial Advisors, LLC 0.19% Reduce -1.1% 1,506 $471K
Dixon Fnancial Services, Inc. 0.26% No change 1,505 $470K
World Equity Group, Inc. 0.14% Reduce -54.9% 1,505 $470K
Baker Tilly Wealth Management, LLC 0.19% Reduce -49.0% 1,504 $470K
Elevated Capital Advisors, LLC 0.13% Add +13.0% 1,501 $469K
Marathon Trading Investment Management LLC 0.13% New 1,500 $469K
Penn Davis McFarland Inc. 0.07% No change 1,500 $469K
Taurus Asset Management, LLC 0.05% Reduce -4.8% 1,500 $469K
Mirador Capital Partners LP 0.09% Reduce -27.9% 1,497 $468K
Semus Wealth Partners LLC 0.36% Add +5.1% 1,496 $467K
West Branch Capital LLC 0.17% Add +0.1% 1,491 $466K
High Falls Advisors, Inc 0.11% Add +7.2% 1,490 $466K
Keystone Financial Group 0.17% Add +21.8% 1,484 $464K
TNF LLC 0.17% Add +0.1% 1,380 $463K
Northwest Bancshares, Inc. 0.08% Reduce -1.0% 1,476 $461K
Phoenix Financial Ltd. 0.01% Reduce -67.4% 1,470 $461K
Ifrah Financial Services, Inc. 0.13% Reduce -7.0% 1,468 $459K
Successful Portfolios LLC 0.32% Reduce -0.5% 1,467 $458K
Outlook Wealth Advisors, LLC 0.14% New 1,462 $457K
Ballast Advisors LLC 0.14% Reduce -8.4% 1,460 $456K
Xcel Wealth Management, LLC 0.14% No change 1,460 $456K
Certified Advisory Corp 0.06% Add +16.0% 1,460 $456K
Bedel Financial Consulting, Inc. 0.07% Add +0.7% 1,457 $455K
Nadler Financial Group, Inc. 0.05% Add +0.3% 1,456 $455K
Dana Investment Advisors, Inc. 0.02% Reduce -2.7% 1,454 $454K
Horan Securities, Inc. 0.20% No change 1,452 $454K
Vertex Planning Partners, LLC 0.12% Reduce -0.3% 1,449 $453K
Private Ocean, LLC 0.04% Reduce -0.3% 1,448 $452K
Crewe Advisors LLC 0.05% Reduce -2.6% 1,446 $452K
Foster Group, Inc. 0.02% Add +0.8% 1,444 $451K
Gemmer Asset Management LLC 0.05% Add +75.3% 1,443 $451K
Well Done, LLC 0.09% Reduce -40.5% 1,442 $451K
Tobam 0.07% Reduce -59.2% 1,439 $450K
Builder Investment Group Inc. 0.12% No change 1,440 $450K
Ssi Investment Management LLC 0.18% No change 1,438 $449K
Northstar Group, Inc. 0.09% Reduce -5.2% 1,435 $448K
Lane & Associates LLC 0.26% Add +9.4% 1,429 $446K
Roberts Financial Services LLC 0.09% Reduce -0.4% 1,426 $446K
EagleClaw Capital Managment, LLC 0.08% No change 1,425 $445K
Opal Wealth Advisors, LLC 0.14% Reduce -0.8% 1,421 $444K
Wealth Advisors of Tampa Bay, LLC 0.21% No change 1,420 $444K
GPS Wealth Strategies Group, LLC 0.07% Reduce -67.2% 1,419 $444K
Southern Capital Advisors, LLC 0.27% Reduce -1.5% 1,414 $442K
Alliance Wealth Advisors, LLC 0.28% No change 1,411 $441K
Mosaic Family Wealth Partners, LLC 0.07% Add +2.2% 1,411 $441K
Good Life Advisors, LLC 0.04% Add +13.6% 1,408 $440K
Financial Security Advisor, Inc. 0.15% Reduce -6.6% 1,403 $438K
Alta Advisers Ltd 0.21% No change 1,400 $437K
Summit Financial Strategies, Inc. 0.05% No change 1,400 $437K
CYBER HORNET ETFs LLC 0.48% Add +1.4% 1,397 $436K
IVC Wealth Advisors LLC 0.24% Reduce -5.5% 1,392 $435K
Stephens Consulting, LLC 0.12% No change 1,390 $434K
First Affirmative Financial Network 0.30% Add +10.3% 1,389 $434K
First Interstate Bank 0.03% Add +19.3% 1,389 $434K
Gilliland Jeter Wealth Management LLC 0.15% Reduce -9.2% 1,386 $433K
UNIVEST FINANCIAL Corp 0.12% Reduce -3.1% 1,383 $432K
Shepherd Financial Partners LLC 0.06% Reduce -4.5% 1,382 $432K
Prism Advisors, Inc. 0.13% New 1,376 $430K
Investors Asset Management of Georgia Inc. /Ga/ 0.21% No change 1,375 $430K
Aspire Wealth Management Corp 0.25% No change 1,374 $429K
GenWealth Group, Inc. 0.11% No change 1,374 $429K
Traphagen Investment Advisors LLC 0.05% Add +0.1% 1,371 $429K
CNB Bank 0.21% Reduce -1.2% 1,371 $428K
Cordgrass Capital Advisors, LLC 0.13% No change 1,369 $428K
BancFirst Trust & Investment Management 0.20% Add +3.0% 1,362 $427K
Greenwich Wealth Management LLC 0.03% Reduce -0.7% 1,367 $427K
Taylor Hoffman Wealth Management 0.17% No change 1,372 $427K
Wealth Quarterback LLC 0.24% New 1,365 $427K
Goelzer Investment Management, Inc. 0.02% Add +3.3% 1,365 $426K
Hutchinson Capital Management 0.09% Reduce -0.5% 1,361 $425K
Hobbs Group Advisors, LLC 0.16% — 1,360 $425K
Steel Grove Capital Advisors, LLC 0.06% Add +5.8% 1,357 $424K
Onyx Bridge Wealth Group LLC 0.07% Reduce -1.8% 1,355 $423K
Epic Trust Investment Advisors, LLC 0.47% Add +10.3% 1,354 $423K
Zullo Investment Group, Inc. 0.19% Reduce -0.1% 1,351 $422K
Hengehold Capital Management LLC 0.04% Reduce -0.1% 1,350 $422K
Prestige Wealth Management Group LLC 0.09% Add +252.2% 1,349 $422K
Hourglass Capital, LLC 0.13% No change 1,347 $421K
Verum Partners LLC 0.14% Add +2.0% 1,341 $419K
Walker Asset Management, LLC 0.28% No change 1,340 $419K
Holland Advisory Services, Inc. 0.52% Reduce -0.1% 1,338 $418K
Staley Capital Advisers Inc. 0.02% Reduce -1.8% 1,335 $417K
FDx Advisors, Inc. 0.12% Reduce -62.0% 1,336 $417K
Financial Management Professionals, Inc. 0.06% Reduce -1.0% 1,330 $416K
Trek Financial, LLC 0.03% Add +0.4% 1,330 $416K
Gladius Capital Management LP 0.41% New 1,328 $415K
Thomas Story & Son LLC 0.18% No change 1,325 $414K
Circle Wealth Management, LLC 0.01% Reduce -32.7% 1,325 $414K
Palumbo Wealth Management LLC 0.17% Add +1.9% 1,324 $414K
Cobblestone Capital Advisors LLC 0.03% No change 1,320 $412K
Fortress Wealth Management, Inc. 0.21% Add +1.1% 1,320 $412K
Renasant Bank 0.28% Reduce -18.6% 1,317 $411K
Five Oceans Advisors 0.22% Reduce -11.8% 1,317 $411K
Cornerstone Wealth Management, LLC 0.03% Add +7.4% 1,311 $410K
Turtle Creek Wealth Advisors, LLC 0.09% Add +3.4% 1,307 $408K
Chilton Investment Co. Inc. 0.01% Add +4.0% 1,307 $408K
Nicolet Bankshares Inc. 0.09% Add +0.4% 1,304 $407K
Integrated Investment Consultants, LLC 0.11% No change 1,431 $407K
Nixon Peabody Trust Co. 0.04% Reduce -13.3% 1,300 $406K
Private Wealth Partners, LLC 0.03% Add +30.0% 1,299 $406K
Byrne Asset Management LLC 0.34% New 1,292 $405K
Napatree Capital LLC 0.33% Add +6.8% 1,297 $405K
Castle Wealth Management LLC 0.19% New 1,297 $405K
Old Port Advisors 0.12% Add +11.4% 1,295 $405K
Key Financial Inc 0.10% No change 1,290 $403K
Steele Capital Management, Inc. 0.02% No change 1,288 $403K
Burke & Herbert Bank & Trust Co. 0.10% New 1,287 $402K
Optimum Investment Advisors 0.18% No change 1,286 $402K
Fermata Advisors, LLC 0.09% New 1,282 $401K
Levy Wealth Management Group, LLC 0.10% Add +1.1% 1,282 $400K
LifeSteps Financial, Inc. 0.33% Reduce -3.8% 1,278 $399K
Middleton & Co. Inc. 0.05% Reduce -8.9% 1,276 $399K
Walkner Condon Financial Advisors LLC 0.09% Reduce -11.4% 1,276 $399K
Sender Co & Partners, Inc. 0.46% Reduce -41.0% 1,272 $397K
MBL Wealth, LLC 0.04% Add +6.0% 1,271 $397K
Roberts Capital Advisors, LLC 0.38% No change 1,395 $397K
Seeds Investor LLC 0.20% Add +66.6% 1,266 $396K
Zevin Asset Management LLC 0.06% Reduce -4.5% 1,265 $395K
O'ROURKE & COMPANY, Inc 0.22% Add +0.2% 1,262 $394K
Kaizen Financial Strategies 0.25% Reduce -3.8% 1,179 $393K
SFG Wealth Management, LLC. 0.22% Reduce -15.8% 1,250 $391K
Fiduciary Financial Group, LLC 0.09% — 1,172 $390K
Full Sail Capital, LLC 0.03% Add +0.5% 1,247 $390K
C2C Wealth Management, LLC 0.38% No change 1,245 $389K
Silvant Capital Management LLC 0.02% No change 1,245 $389K
Financial Advisors, LLC 0.08% No change 1,244 $389K
Eagle Bay Advisors LLC 0.24% Add +28.5% 1,243 $388K
Apella Capital, LLC 0.02% Add +3.8% 1,228 $388K
Inscription Capital, LLC 0.06% Add +1.2% 1,240 $387K
Gray Wealth Management Inc. 0.17% Add +0.2% 1,238 $387K
Boston Research & Management Inc. 0.10% No change 1,237 $386K
Globeflex Capital L P 0.04% No change 1,235 $386K
Anchor Capital Advisors LLC 0.01% No change 1,235 $386K
Sivia Capital Partners, LLC 0.26% Add +16.6% 1,234 $385K
Rockline Wealth Management, LLC 0.12% Reduce -1.6% 1,226 $383K
Duff & Phelps Investment Management Co. 0.00% Reduce -80.2% 1,224 $382K
SignalPoint Asset Management, LLC 0.10% Add +3.2% 1,224 $382K
Oakworth Capital, Inc. 0.03% Reduce -9.1% 1,222 $382K
Transform Wealth, LLC 0.03% Reduce -3.7% 1,220 $381K
Measured Wealth Private Client Group, LLC 0.13% Add +0.3% 1,215 $380K
Aljian Capital Management, LLC 0.13% No change 1,215 $380K
LexAurum Advisors, LLC 0.09% Add +0.1% 1,213 $379K
Realta Investment Advisors 0.07% Add +10.4% 1,210 $378K
Gerber, LLC 0.30% Add +1.8% 1,209 $378K
Lockerman Financial Group, Inc. 0.68% Add +8.7% 1,208 $377K
Wakefield Asset Management LLLP 0.13% Reduce -24.4% 1,208 $377K
HHM Wealth Advisors, LLC 0.06% Reduce -2.2% 1,208 $377K
Syntegra Private Wealth Group, LLC 0.05% Add +3.9% 1,208 $377K
Washington Trust Advisors, Inc. 0.03% Add +0.8% 1,208 $377K
Lewis Asset Management, LLC 0.29% Add +4.4% 1,207 $377K
Tilia Fiduciary Partners, Inc. 0.29% Reduce -3.8% 1,205 $376K
Elite Wealth Management, Inc. 0.08% No change 1,203 $376K
Somerville Kurt F 0.06% No change 1,202 $376K
Neville Rodie & Shaw Inc. 0.03% No change 1,200 $375K
Ade, LLC 0.25% No change 1,200 $375K
Omega Financial Group, LLC 0.15% No change 1,200 $375K
Walleye Trading LLC 0.01% New 1,200 $375K
Graves Light Lenhart Wealth, Inc. 0.04% No change 1,205 $375K
Klingenstein Fields & Co. LP 0.02% Reduce -7.8% 1,199 $375K
Benchmark Financial Wealth Advisors, LLC 0.14% Reduce -11.4% 1,197 $374K
Klingman & Associates, LLC 0.03% Reduce -4.2% 1,196 $374K
Addison Advisors LLC 0.12% Add +1.6% 1,195 $373K
Hemenway Trust Co LLC 0.03% Reduce -5.1% 1,195 $373K
Balboa Wealth Partners 0.10% Add +11.0% 1,194 $373K
San Luis Wealth Advisors LLC 0.09% New 1,189 $372K
Marathon Capital Management 0.10% Add +30.1% 1,188 $371K
FFT Wealth Management LLC 0.03% Add +0.1% 1,185 $370K
Encompass More Asset Management 0.26% Reduce -18.3% 1,180 $369K
Hollow Brook Wealth Management LLC 0.13% No change 1,180 $369K
Hendley & Co. Inc. 0.13% New 1,179 $368K
Empirical Asset Management, LLC 0.14% New 3,926 $368K
Parthenon LLC 0.05% No change 1,177 $368K
Wharton Business Group, LLC 0.02% Add +4.6% 1,176 $367K
Lineweaver Wealth Advisors, LLC 0.08% Reduce -25.3% 1,172 $367K
Sunpointe, LLC 0.24% Reduce -3.1% 1,171 $366K
Knights of Columbus Asset Advisors LLC 0.02% Add +58.2% 1,169 $365K
Enterprise Financial Services Corp 0.22% Add +1.5% 1,166 $364K
Arvest Trust Co. N A 0.02% Add +34.4% 1,164 $364K
Capitol Family Office, Inc. 0.48% No change 1,160 $362K
Aigen Investment Management, LP 0.07% New 1,160 $362K
First Community Trust NA 0.31% No change 1,157 $362K
Powers Advisory Group, LLC 0.20% Add +10.0% 1,153 $360K
Peoples Bank 0.19% Add +47.2% 1,151 $360K
Mosley Wealth Management 0.31% Add +6.8% 1,151 $360K
Key Client Fiduciary Advisors, LLC 0.18% Add +1.4% 1,150 $359K
Detalus Advisors, LLC 0.12% Add +5.7% 1,148 $359K
Per Stirling Capital Management, LLC. 0.06% Reduce -2.0% 1,147 $358K
Aprio Wealth Management, LLC 0.07% New 1,144 $357K
Smith Shellnut Wilson LLC 0.17% No change 1,144 $357K
M3 Advisory Group, LLC 0.29% Add +6.0% 1,144 $357K
Harbour Capital Advisors, LLC 0.08% No change 1,146 $356K
Silver Oak Advisory Group, Inc. 0.20% Add +0.2% 1,136 $354K
Indie Asset Partners, LLC 0.28% Add +7.7% 1,128 $352K
Landaas & Co. /Wi 0.11% Reduce -35.6% 1,127 $352K
Cannon Financial Strategists, Inc. 0.07% Reduce -18.1% 1,126 $352K
Slocum, Gordon & Co LLP 0.26% No change 1,125 $352K
Tower Wealth Partners, Inc. 0.22% Add +41.6% 1,120 $350K
Benin Management CORP 0.11% Add +10.7% 1,119 $350K
Adero Partners, LLC 0.03% Add +46.1% 1,119 $350K
Covestor Ltd 0.23% Add +42.9% 1,110 $348K
Thrive Capital Management, LLC 0.16% Reduce -75.5% 1,113 $348K
DT Investment Partners, LLC 0.03% No change 1,109 $347K
Tiemann Investment Advisors, LLC 0.15% Reduce -8.3% 1,109 $347K
JSF Financial, LLC 0.11% Reduce -66.4% 1,109 $346K
Oxbow Advisors, LLC 0.04% No change 1,108 $346K
Armstrong Henry H Associates Inc. 0.03% No change 1,106 $346K
Progressive Investment Management Corp 0.09% No change 1,105 $345K
Virtus Advisers, LLC 0.17% Reduce -20.1% 1,103 $345K
Pacifica Partners Inc. 0.15% No change 1,112 $344K
CSS LLC 0.08% Reduce -35.3% 1,100 $344K
Hantz Financial Services, Inc. 0.01% Add +4.5% 1,098 $343K
Delta Asset Management LLC 0.03% No change 1,096 $342K
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +7.6% 1,096 $342K
Lakeside Advisors, INC. 0.22% Add +0.3% 1,093 $341K
Robinson Smith Wealth Advisors LLC 0.30% New 1,090 $341K
Schaper Benz & Wise Investment Counsel Inc. 0.03% Reduce -9.8% 1,079 $337K
New Republic Capital, LLC 0.17% Add +3.0% 1,077 $337K
McIlrath & Eck, LLC 0.05% Reduce -1.9% 1,077 $336K
Smallwood Wealth Investment Management, LLC 0.26% Reduce -3.8% 1,076 $336K
Private Capital Management LLC 0.07% Reduce -1.6% 1,076 $336K
Southeast Asset Advisors, LLC 0.04% No change 1,076 $336K
AlphaMark Advisors, LLC 0.12% Add +0.1% 1,076 $336K
Keeley-Teton Advisors, LLC 0.04% No change 1,075 $336K
Oberweis Asset Management Inc./ 0.02% Add +0.1% 1,071 $335K
Cora Capital Advisors LLC 0.17% Reduce -0.6% 1,070 $334K
Invenio Wealth Partners LLC 0.17% Reduce -0.2% 1,070 $334K
BCK Partners, Inc. 0.17% Add +4.6% 1,069 $334K
Creekmur Asset Management LLC 0.09% Add +1.7% 1,069 $334K
Jupiter Wealth Management LLC 0.18% New 1,000 $332K
BIP Wealth, LLC 0.03% Reduce -2.9% 1,064 $332K
LCM Capital Management Inc 0.21% No change 1,063 $332K
Bank of Hawaii 0.02% Reduce -76.2% 1,056 $330K
Core Wealth Partners LLC 0.22% Reduce -0.1% 1,052 $329K
Strategic Family Wealth Counselors, L.L.C. 0.12% No change 1,050 $328K
Kavar Capital Partners Group, LLC 0.06% No change 1,050 $328K
Country Trust Bank 0.01% Reduce -4.1% 1,049 $328K
JGP Global Gestao de Recursos Ltda. 0.42% Reduce -1.1% 1,048 $327K
Dunhill Financial, LLC 0.20% Add +2330.2% 1,045 $326K
Sargent Investment Group, LLC 0.07% Add +1.4% 1,044 $326K
Gimbal Financial 0.24% No change 1,002 $326K
Waterford Advisors, LLC 0.14% No change 1,041 $325K
McDaniel Terry & Co. 0.03% Reduce -6.7% 1,041 $325K
National Philanthropic Trust 0.01% Reduce -15.5% 1,040 $325K
Stone Run Capital, LLC 0.13% No change 1,039 $325K
Retirement Planning Co of New England, Inc. 0.18% Add +0.5% 1,037 $324K
Horizon Wealth Management, LLC 0.08% Reduce -0.6% 1,036 $324K
Lodestar Private Asset Management LLC 0.04% No change 1,035 $323K
Austin Private Wealth, LLC 0.03% Add +0.5% 1,028 $321K
Marion Wealth Management 0.09% No change 1,025 $320K
Blossom Wealth Management 0.70% Add +3.3% 1,023 $320K
Fairscale Capital, LLC 0.28% — 959 $319K
Keener Financial Planning LLC 0.21% Reduce -2.0% 1,020 $318K
Acropolis Investment Management, LLC 0.02% Add +1.8% 1,017 $318K
Kades & Cheifetz LLC 0.20% Add +0.7% 1,017 $318K
Capital Advisors Wealth Management, LLC 0.06% Add +0.6% 1,015 $317K
Kaye Capital Management 0.13% Add +0.3% 1,012 $316K
Olde Wealth Management, LLC 0.12% New 1,012 $316K
Frisch Financial Group, Inc. 0.10% Add +1.7% 1,011 $316K
Mascoma Wealth Management LLC 0.08% Reduce -44.9% 1,010 $316K
Oxford Wealth Group, LLC 0.22% Reduce -4.0% 1,009 $315K
Optas, LLC 0.08% Reduce -6.4% 1,008 $315K
Talisman Wealth Advisors LLC 0.36% Add +8.2% 1,007 $315K
Riverview Trust Co 0.30% No change 1,006 $314K
PDT Partners, LLC 0.03% New 1,004 $314K
NBW Capital LLC 0.06% Reduce -5.9% 1,003 $313K
Jag Capital Management, LLC 0.04% Reduce -16.4% 1,003 $313K
Alexander Labrunerie & Co., Inc. 0.17% Add +8.0% 1,002 $313K
ETF Store, Inc. 0.32% Add +0.2% 1,002 $313K
Central Asset Investments & Management Holdings (HK) Ltd 0.22% New 1,000 $312K
Twin Lakes Capital Management, LLC 0.21% No change 1,000 $312K
Requisite Capital Management, LLC 0.07% No change 1,000 $312K
Johnson & White Wealth Management, LLC 0.30% No change 1,000 $312K
Winthrop Capital Management, LLC 0.16% New 1,000 $312K
Veracity Capital LLC 0.13% Reduce -38.2% 998 $312K
Gallacher Capital Management LLC 0.16% Reduce -0.8% 998 $312K
Godshalk Welsh Capital Management, Inc. 0.21% Add +14.4% 995 $311K
Rogco, LP 0.13% Reduce -11.8% 994 $311K
Patrick M Sweeney & Associates, Inc. 0.25% No change 991 $310K
Abound Wealth Management 0.11% Reduce -0.7% 991 $310K
Index Fund Advisors, Inc. 0.02% No change 990 $309K
Security Financial Services, INC. 0.07% Add +2.3% 990 $309K
Boyd Watterson Asset Management LLC 0.09% No change 990 $309K
Princeton Global Asset Management LLC 0.07% Reduce -13.9% 989 $309K
Arbor Trust Wealth Advisors, LLC 0.16% Reduce -44.6% 983 $307K
Gables Capital Management Inc. 0.16% No change 981 $307K
9258 Wealth Management, LLC 0.05% Add +0.1% 979 $306K
Windsor Capital Management, LLC 0.09% New 978 $306K
Poehling Capital Management, INC. 0.08% No change 977 $305K
Mayfair Advisory Group, LLC 0.21% Add +0.7% 922 $305K
Cahaba Wealth Management, Inc. 0.03% Reduce -8.2% 976 $305K
Clearstead Trust, LLC 0.07% Reduce -22.2% 965 $302K
Crestmont Private Wealth LLC 0.15% New 965 $302K
Old Mission Investment Co LLC 0.10% Reduce -0.6% 962 $301K
Griffin Asset Management, Inc. 0.03% Add +5.0% 957 $299K
Barr E S & Co. 0.02% No change 957 $299K
GM Advisory Group, LLC 0.02% Reduce -2.0% 957 $299K
JFS Wealth Advisors, LLC 0.02% Reduce -4.6% 956 $299K
Conway Capital Management, Inc. 0.15% No change 951 $297K
Versant Capital Management, Inc 0.08% Reduce -1.4% 951 $297K
Shulman DeMeo Asset Management LLC 0.08% Add +0.5% 950 $297K
Atlantic Edge Private Wealth Management, LLC 0.10% No change 948 $296K
First International Bank & Trust 0.10% No change 947 $296K
Cedrus LLC 0.15% Add +16.1% 945 $295K
First Western Trust Bank 0.01% No change 944 $295K
WealthBridge Capital Management, LLC 0.10% Reduce -9.3% 937 $293K
McLean Asset Management Corp 0.09% Add +2.6% 908 $292K
Foresight Capital Management Advisors, Inc. 0.20% No change 932 $291K
Pettinga Financial Advisors LLC 0.07% Reduce -2.6% 928 $290K
Mokosak Advisory Group, LLC 0.10% Add +7.4% 927 $290K
Fortune Financial Advisors, LLC 0.18% Reduce -1.1% 927 $290K
Virtue Capital Management, LLC 0.05% Reduce -6.0% 868 $289K
Raab & Moskowitz Asset Management LLC 0.08% Add +12.3% 924 $289K
Silver Coast Investments LLC 0.12% Add +6.3% 922 $288K
MRA Advisory Group 0.16% New 921 $288K
New Perspectives, Inc 0.15% No change 920 $287K
Oder Investment Management, LLC 0.26% Reduce -0.1% 919 $287K
First Business Financial Services, Inc. 0.03% Reduce -79.2% 919 $287K
Pegasus Partners Ltd. 0.03% Reduce -11.9% 918 $287K
Bath Savings Trust Co 0.03% No change 918 $287K
Strata Wealth Advisors, LLC 0.10% New 917 $287K
Diversified, LLC 0.03% Reduce -34.1% 916 $286K
WealthCare Investment Partners, LLC 0.13% New 916 $286K
Central Valley Advisors, LLC 0.12% Reduce -11.5% 1,180 $286K
Faithward Advisors, LLC 0.05% Reduce -2.6% 914 $286K
True North Advisors, LLC 0.08% No change 910 $284K
Rosenberg Matthew Hamilton 0.08% Add +6.7% 912 $284K
Gratus Wealth Advisors, LLC 0.05% Reduce -0.1% 856 $284K
Great Waters Wealth Management 0.04% No change 906 $283K
W.H. Cornerstone Investments Inc. 0.20% Add +0.8% 905 $283K
Mirabella Financial Services LLP 0.02% New 903 $282K
LJI Wealth Management, LLC 0.06% No change 901 $282K
Legacy Wealth Management, LLC / MS 0.12% No change 900 $281K
Cardinal Capital Management, Inc. 0.01% Reduce -10.0% 900 $281K
Shilanski & Associates, Inc. 0.09% Reduce -0.4% 900 $281K
International Private Wealth Advisors LLC 0.47% Add +10.1% 896 $280K
PCA Investment Advisory Services Inc. 0.15% Add +0.1% 893 $279K
Milestone Asset Management, LLC 0.07% Reduce -42.9% 893 $279K
Barrett & Company, Inc. 0.13% Add +0.3% 891 $279K
Kanawha Capital Management LLC 0.02% Reduce -47.3% 891 $278K
Secure Asset Management, LLC 0.05% Reduce -1.8% 890 $278K
Schrum Private Wealth Management LLC 0.25% No change 890 $278K
Fidelity D & D Bancorp Inc. 0.21% Reduce -4.8% 890 $278K
Beaird Harris Wealth Management, LLC 0.03% No change 890 $278K
One Wealth Advisors, LLC 0.06% Reduce -10.3% 861 $278K
Smithbridge Asset Management Inc. 0.06% No change 888 $277K
Segment Wealth Management, LLC 0.02% Reduce -1.4% 888 $277K
Concorde Asset Management, LLC 0.17% Add +4.8% 888 $277K
Optivise Advisory Services LLC 0.15% — 884 $276K
Roundview Capital LLC 0.02% No change 881 $275K
Summit Wealth Partners, LLC 0.06% No change 881 $275K
OneAscent Financial Services LLC 0.04% Reduce -11.0% 879 $275K
Novare Capital Management LLC 0.02% No change 879 $275K
Global Assets Advisory, LLC 0.44% Add +15.1% 878 $274K
Prentice Wealth Management LLC 0.09% Add +8.0% 877 $274K
Trillium Asset Management, LLC 0.01% Reduce -7.1% 874 $273K
RKL Wealth Management LLC 0.03% Reduce -2.5% 873 $273K
Teamwork Financial Advisors, LLC 0.04% Reduce -68.5% 872 $273K
Crumly & Associates Inc. 0.08% New 872 $272K
Gateway Advisory, LLC 0.05% No change 871 $272K
KLCM Advisors, Inc. 0.03% Add +0.9% 869 $272K
Retirement Planning Group, LLC 0.02% Reduce -22.8% 869 $272K
Sunflower Bank, N.A. 0.06% Add +7.8% 862 $269K
Northwest Quadrant Wealth Management, LLC 0.07% Add +0.6% 862 $269K
Cascade Financial Partners, LLC 0.04% Add +0.1% 861 $269K
Seven Mile Advisory 0.20% Add +15.3% 852 $266K
Welch Group, LLC 0.01% Add +0.1% 852 $266K
Credit Capital Investments LLC 0.33% No change 850 $266K
Blackston Financial Advisory Group, LLC 0.15% New 848 $265K
Summit Wealth & Retirement Planning, Inc. 0.09% Add +2.5% 847 $265K
REDW Wealth LLC 0.07% No change 846 $264K
Bank of Stockton 0.08% New 845 $264K
Unionview, LLC 0.22% Add +0.1% 844 $264K
Schulhoff & Co. Inc. 0.12% No change 844 $264K
Apollon Financial, LLC 0.09% Reduce -3.3% 843 $263K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.19% No change 842 $263K
Birchcreek Wealth Management, LLC 0.15% Add +3.4% 842 $263K
NFSG Corp 0.10% Add +99.0% 840 $263K
Crown Wealth Group, LLC 0.13% Add +1.3% 840 $262K
Clark Financial Services Group Inc. 0.28% Add +1.6% 840 $262K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -11.3% 838 $262K
Red Mountain Financial, LLC 0.31% — 834 $261K
S&co Inc. 0.02% No change 834 $260K
RDA Financial Network 0.09% Reduce -2.8% 832 $260K
Affinity Capital Advisors, LLC 0.05% No change 830 $259K
Optimist Retirement Group LLC 0.14% Reduce -23.8% 829 $259K
Angeles Wealth Management, LLC 0.02% Add +12.3% 828 $259K
CarsonAllaria Wealth Management, Ltd. 0.16% Reduce -9.9% 827 $259K
Unio Capital LLC 0.11% Reduce -1.2% 827 $258K
Balentine LLC 0.01% Reduce -90.1% 827 $258K
Facet Wealth, Inc. 0.01% Add +14.8% 775 $258K
SWS Partners 0.08% Reduce -2.6% 826 $258K
Cutter & CO Brokerage, Inc. 0.06% Add +11.9% 826 $258K
Eight 31 Financial, LLC 0.20% Reduce -69.0% 825 $258K
Essex LLC 0.06% Add +10.0% 824 $258K
Compass Wealth Management LLC 0.06% No change 824 $257K
Campbell Wealth Management 0.08% Add +0.5% 822 $257K
Titleist Asset Management, LLC 0.04% Reduce -7.1% 822 $257K
Summit Place Financial Advisors, LLC 0.15% No change 819 $256K
Summit X, LLC 0.06% New 794 $255K
Meridian Wealth Partners, LLC 0.04% Add +7.0% 813 $254K
Denver PWM, LLC 0.10% Reduce -13.4% 813 $254K
Bridge Advisory, LLC 0.13% Add +0.9% 812 $254K
Horst & Graben Wealth Management LLC 0.05% Reduce -1.7% 811 $253K
McAdam, LLC 0.02% Add +8.0% 810 $253K
Grant/GrossMendelsohn, LLC 0.12% New 809 $253K
Latitude Advisors, LLC 0.15% New 808 $252K
Sterling Wealth Management, Inc. 0.12% No change 803 $251K
Center for Financial Planning, Inc. 0.04% Reduce -5.8% 802 $251K
Cardiff Park Advisors, LLC 0.02% No change 801 $250K
Loomis Sayles & Co. L P 0.00% Reduce -0.4% 801 $250K
Ascension Capital Advisors, Inc. 0.13% No change 800 $250K
Jacobsen Capital Management 0.11% Add +3.8% 798 $249K
Crescent Grove Advisors, LLC 0.03% Reduce -71.5% 797 $249K
Tandem Investment Advisors, Inc. 0.01% Reduce -6.1% 798 $249K
DE Burlo Group Inc. 0.03% Reduce -27.4% 795 $248K
Greenwood Gearhart LLC 0.02% No change 794 $248K
BCS Wealth Management 0.12% New 793 $248K
Tucker Asset Management LLC 0.05% Reduce -55.9% 793 $248K
Cladis Investment Advisory, LLC 0.18% Reduce -76.8% 790 $247K
Pacific Capital Wealth Advisors, Inc. 0.05% Add +13.8% 790 $247K
Larson Financial Group LLC 0.02% Add +192.6% 790 $247K
Vantage Consulting Group Inc 0.18% Reduce -9.7% 785 $245K
SkyOak Wealth, LLC 0.06% Add +1.0% 784 $245K
Silver Lake Advisory, LLC 0.06% Add +0.6% 782 $244K
Alpha Financial Partners LLC 0.21% New 781 $244K
Evergreen Private Wealth LLC 0.12% No change 781 $244K
Warwick Investment Management, Inc. 0.06% New 780 $244K
Wedge Capital Management L L P 0.00% Reduce -9.4% 779 $243K
Magnus Financial Group LLC 0.03% New 778 $243K
Cherry Creek Investment Advisors, Inc. 0.13% Reduce -8.7% 775 $242K
Conservest Capital Advisors, Inc. 0.03% No change 851 $242K
Traveka Wealth, LLC 0.12% Add +3.2% 774 $242K
Smith Thornton Advisors LLC 0.18% — 773 $242K
Quest Investment Management LLC 0.03% No change 772 $241K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -59.5% 769 $241K
Wealth Group Ltd 0.07% Add +1.3% 768 $240K
Brass Tax Wealth Management, Inc. 0.05% Reduce -8.5% 768 $240K
Jackson Hole Capital Partners, LLC 0.05% Reduce -0.7% 767 $240K
Birchbrook, Inc. 0.14% No change 766 $239K
Constitution Capital LLC 0.13% No change 765 $239K
West Financial Advisors, LLC 0.05% No change 764 $239K
Cape Ann Savings Bank 0.15% No change 763 $238K
First Bancorp, Inc 0.18% No change 762 $238K
Guild Investment Management, Inc. 0.27% No change 762 $238K
Mosaic Financial Group, LLC 0.17% Add +0.3% 758 $237K
Asset Planning Corporation 0.18% Reduce -22.9% 758 $237K
American Institute for Advanced Investment Management, LLP 0.18% New 755 $236K
Coordinated Financial Services, Inc. 0.20% Reduce -20.8% 755 $236K
Clarus Group, Inc. 0.10% New 754 $236K
Advisors Management Group Inc. 0.06% New 751 $235K
Wilkins Investment Counsel Inc. 0.04% No change 751 $235K
Moody National Bank Trust Division 0.02% Reduce -1.7% 751 $235K
Drexel Morgan & Co. 0.05% No change 750 $234K
Infrastructure Capital Advisors, LLC 0.04% New 750 $234K
Buckingham Capital Management, Inc. 0.03% No change 750 $234K
Perkins Coie Trust Co 0.05% No change 750 $234K
American Capital Advisory, LLC 0.17% No change 813 $234K
Sit Investment Associates Inc. 0.01% Reduce -30.2% 750 $234K
Gilman Hill Asset Management, LLC 0.04% Reduce -54.6% 748 $234K
Nilsine Partners, LLC 0.03% New 747 $233K
Ethos Financial Group, LLC 0.04% Reduce -73.3% 692 $233K
Clarus Wealth Advisors 0.12% New 724 $233K
Garden State Investment Advisory Services LLC 0.08% Add +1.4% 744 $232K
Vivid Wealth Management, LLC 0.13% Reduce -71.2% 740 $231K
Peak Asset Management, LLC 0.05% No change 739 $231K
Waterloo Capital, L.P. 0.03% New 738 $231K
Hoxton Planning & Management, LLC 0.11% Reduce -0.4% 736 $230K
Beacon Financial Advisory LLC 0.09% New 735 $230K
Peddock Capital Advisors, LLC 0.06% No change 733 $229K
Hyperion Partners, LLC 0.16% Add +0.6% 732 $229K
One Wealth Management Investment & Advisory Services, LLC 0.09% Reduce -10.2% 732 $229K
JNBA Financial Advisors 0.02% No change 731 $228K
Wayfinding Financial, LLC 0.13% Reduce -1.2% 732 $228K
TMD Wealth Management, LLC 0.05% Reduce -11.4% 725 $227K
McGlone Suttner Wealth Management, Inc. 0.05% New 786 $226K
Cape Investment Advisory, Inc. 0.10% Reduce -2.3% 724 $226K
Kelman-Lazarov, Inc. 0.04% Reduce -1.4% 724 $226K
Morton Brown Family Wealth, LLC 0.09% No change 683 $226K
Mystic Asset Management, Inc. 0.09% No change 721 $225K
Texas Capital Bank Wealth Management Services Inc 0.02% New 716 $224K
Warren Street Wealth Advisors, LLC 0.11% New 716 $224K
Narus Financial Partners, LLC 0.09% No change 716 $224K
Concentrum Wealth Management 0.09% Reduce -0.6% 714 $223K
First Financial Bank - Trust Division 0.02% Reduce -41.4% 712 $222K
Calton & Associates, Inc. 0.11% Reduce -9.0% 711 $222K
Stockman Wealth Management, Inc. 0.04% New 711 $222K
Capital Planning Advisors, LLC 0.04% Reduce -13.2% 711 $222K
Monarch Capital Management Inc. 0.07% No change 710 $222K
Johnson Bixby & Associates, LLC 0.04% No change 709 $222K
Harfst & Associates, Inc. 0.05% No change 705 $220K
CCM Investment Advisers LLC 0.03% New 701 $219K
Lloyd Advisory Services, LLC. 0.10% New 701 $219K
MRP Capital Investments, LLC 0.20% New 700 $219K
New World Advisors LLC 0.06% New 700 $219K
Arax Advisory Partners 0.02% Add +558.5% 698 $218K
Wealth Management Associates, Inc. 0.10% No change 697 $218K
TriaGen Wealth Management LLC 0.08% New 697 $218K
Maryland Capital Advisors Inc. 0.12% No change 696 $217K
Consilio Wealth Advisors, LLC 0.10% New 695 $217K
Lifestyle Asset Management, Inc. 0.12% Reduce -10.8% 695 $217K
Long Island Wealth Management, Inc. 0.15% Reduce -2.0% 695 $217K
Sound Income Strategies, LLC 0.02% Reduce -35.8% 693 $217K
HBC Financial Services, PLLC 0.14% No change 646 $216K
Fi3 FINANCIAL ADVISORS, LLC 0.09% Add +4.7% 690 $216K
Global Trust Asset Management, LLC 0.09% Reduce -12.7% 690 $215K
Boston Common Asset Management, LLC 0.01% Reduce -95.2% 687 $215K
Geneva Partners, LLC 0.09% New 688 $215K
HT Partners LLC 0.08% New 686 $214K
BlackDiamond Wealth Management, LLC 0.14% New 657 $213K
GoalVest Advisory LLC 0.07% Add +27.0% 682 $213K
Lakeridge Wealth Management LLC 0.13% Reduce -4.4% 680 $212K
Karpus Management, Inc. 0.01% New 680 $212K
Baron Silver Stevens Financial Advisors, LLC 0.04% Reduce -12.5% 677 $212K
One Day In July LLC 0.03% New 677 $212K
Vista Investment Partners LLC 0.07% New 674 $211K
Traynor Capital Management, Inc. 0.02% Reduce -96.7% 674 $210K
CPC Advisors, LLC 0.03% New 673 $210K
Pathway Financial Advisors LLC 0.06% New 671 $210K
Bridge Creek Capital Management LLC 0.07% New 670 $209K
Hamilton Wealth, LLC 0.06% New 668 $209K
Magnolia Capital Advisors LLC 0.12% New 667 $208K
Safeguard Financial, LLC 0.06% New 666 $208K
Hoya Capital Real Estate, LLC 4.08% New 666 $208K
Capital Counsel LLC 0.01% New 666 $208K
Palisades Hudson Asset Management, L.P. 0.10% Reduce -15.9% 662 $207K
Luts & Greenleigh Group, Inc. 0.21% — 661 $207K
Emerald Mutual Fund Advisers Trust 0.01% Reduce -2.8% 661 $207K
Abacus Wealth Partners, LLC 0.03% Reduce -9.6% 660 $206K
AJOVista, LLC 0.59% New 659 $206K
GEM Asset Management, LLC 0.13% New 656 $205K
Sax Wealth Advisors, LLC 0.02% New 655 $205K
M&R Capital Management Inc. 0.05% Add +0.3% 654 $204K
Cardinal Strategic Wealth Guidance 0.07% New 654 $204K
Bennett Selby Investments LP 0.09% New 654 $204K
Hills Bank & Trust Co 0.02% Add +6.5% 654 $204K
Sand Hill Global Advisors, LLC 0.01% New 653 $204K
Inspirion Wealth Advisors, LLC 0.03% New 650 $203K
Weybosset Research & Management LLC 0.08% New 650 $203K
Intelligence Driven Advisers, LLC 0.03% Reduce -46.0% 649 $203K
BCGM Wealth Management, LLC 0.07% New 647 $202K
Saxony Capital Management, LLC 0.22% New 646 $202K
Autumn Glory Partners, LLC 0.10% New 646 $202K
Clarkston Capital Partners, LLC 0.00% New 646 $202K
626 Financial, LLC 0.12% New 645 $202K
Red Wave Investments LLC 0.07% New 645 $202K
ABLE Financial Group, LLC 0.07% New 645 $201K
Phillips Financial Management, LLC 0.02% New 644 $201K
Wallace Capital Management Inc. 0.03% New 644 $201K
Wescott Financial Advisory Group, LLC 0.02% New 644 $201K
Redwood Financial Network Corp 0.17% New 644 $201K
Nemes Rush Group LLC 0.03% Reduce -44.9% 643 $201K
Firethorn Wealth Partners, LLC 0.11% New 641 $200K
Lanham O'Dell & Company, Inc. 0.11% New 641 $200K
Forbes Financial Planning, Inc. 0.16% New 641 $200K
SOA Wealth Advisors, LLC. 0.04% Reduce -4.7% 631 $197K
Rise Advisors, LLC 0.10% Add +0.6% 627 $196K
Janiczek Wealth Management, LLC 0.04% Reduce -14.7% 620 $194K
Planning Capital Management Corp 0.13% Reduce -1.0% 612 $191K
Bruce G. Allen Investments, LLC 0.16% Reduce -7.3% 607 $190K
Belmont Capital, LLC 0.04% Reduce -9.3% 606 $189K
Investment Research & Advisory Group, Inc. 0.08% No change 604 $189K
Carmichael Hill & Associates, Inc. 0.08% Reduce -25.1% 602 $188K
Olistico Wealth, LLC 0.12% New 600 $187K
River Street Advisors LLC 0.12% New 594 $186K
Pinnacle Bancorp, Inc. 0.05% Add +18.5% 584 $182K
Aspect Partners, LLC 0.11% No change 579 $181K
Farmers & Merchants Trust Co of Chambersburg PA 0.07% Reduce -8.3% 571 $178K
Foster Dykema Cabot & Partners, LLC 0.02% Reduce -7.8% 564 $176K
Blume Capital Management, Inc. 0.04% No change 555 $173K
Silicon Valley Capital Partners 0.02% Add +0.7% 545 $170K
Family Firm, Inc. 0.04% New 544 $170K
Motco 0.01% Reduce -3.9% 523 $163K
Catalyst Capital Advisors LLC 0.00% Add +2.2% 514 $161K
PFG Private Wealth Management, LLC 0.10% Add +2.0% 513 $160K
Salomon & Ludwin, LLC 0.02% Reduce -33.9% 513 $160K
Armstrong Advisory Group, Inc. 0.01% Add +12.8% 510 $159K
Provenance Wealth Advisors, LLC 0.02% No change 508 $159K
Family CFO Inc 0.10% No change 500 $156K
Camelot Portfolios, LLC 0.09% New 500 $156K
Spirit of America Management Corp. 0.03% Reduce -33.3% 500 $156K
Pingora Partners LLC 0.11% No change 480 $150K
Dagco, Inc. 0.07% No change 480 $150K
Legend Financial Advisors, Inc. 0.11% Reduce -1.9% 475 $148K
Cherry Tree Wealth Management, LLC 0.04% Reduce -3.5% 475 $148K
Piscataqua Savings Bank 0.13% No change 471 $147K
Lam Group, Inc. 0.12% Add +8.7% 462 $144K
Oliver Lagore Vanvalin Investment Group 0.04% Reduce -11.1% 432 $135K
One River Asset Management, LLC 0.07% New 421 $132K
Triad Wealth Partners, LLC 0.07% New 410 $128K
Founders Capital Management 0.08% No change 409 $128K
AllSquare Wealth Management LLC 0.08% No change 404 $126K
Carolinas Wealth Consulting LLC 0.02% Reduce -2.2% 401 $125K
PSI Advisors, LLC 0.04% Add +4.2% 401 $125K
Mirova 0.02% No change 387 $121K
First Financial Corp. 0.06% Reduce -5.4% 369 $115K
Tyler-Stone Wealth Management 0.05% No change 368 $115K
IAG Wealth Partners, LLC 0.02% Add +188.7% 358 $112K
Riggs Asset Managment Co. Inc. 0.03% Add +1.7% 356 $111K
Kelly Financial Services LLC 0.04% Add +47.5% 354 $111K
Gleason Group, Inc. 0.02% Add +0.9% 350 $109K
1620 Investment Advisors, Inc. 0.08% New 341 $107K
Chesapeake Asset Management LLC 0.10% Add +4.7% 336 $105K
WR Wealth Planners, LLC 0.03% Reduce -7.1% 328 $102K
Aspire Private Capital, LLC 0.03% Add +3.9% 318 $99K
Osterweis Capital Management Inc. 0.01% No change 318 $99K
Tortoise Investment Management, LLC 0.01% Reduce -5.5% 312 $97K
Pin Oak Investment Advisors Inc. 0.09% No change 291 $91K
Iron Horse Wealth Management, LLC 0.03% Add +585.7% 288 $90K
Raffa Wealth Management, LLC 0.03% Add +0.7% 284 $89K
Bell Investment Advisors, Inc 0.02% Reduce -3.1% 284 $89K
Unique Wealth Strategies, LLC 0.04% New 310 $88K
Mfa Wealth Advisors, LLC 0.02% New 281 $88K
Rakuten Securities, Inc. 0.04% Reduce -45.0% 276 $86K
Transcendent Capital Group LLC 0.05% Reduce -2.9% 268 $84K
Pacific Center for Financial Services 0.02% Add +0.4% 264 $83K
Marquette Asset Management, LLC 0.01% No change 261 $82K
Main Street Group, LTD 0.04% Reduce -3.7% 261 $81K
Kozak & Associates, Inc. 0.02% Add +0.8% 258 $80K
Annapolis Financial Services, LLC 0.03% No change 250 $78K
Tsfg, LLC 0.02% Add +0.4% 251 $78K
JDM Financial Group LLC 0.05% No change 246 $77K
Glass Jacobson Investment Advisors llc 0.03% No change 240 $75K
Beacon Capital Management, LLC 0.01% Add +0.4% 238 $74K
Syntax Research, Inc. 0.06% No change 237 $74K
Missouri Trust & Investment Co 0.03% No change 237 $74K
DHJJ Financial Advisors, Ltd. 0.03% Reduce -0.4% 236 $74K
Financial Freedom, LLC 0.04% Add +0.9% 235 $73K
LMR Partners LLP 0.00% New 232 $72K
Koesten, Hirschmann & Crabtree, INC. 0.05% No change 251 $71K
FNY Investment Advisers, LLC 0.05% Reduce -33.9% 228 $71K
Avion Wealth 0.02% Add +3.2% 227 $70K
Ogorek Anthony Joseph /NY/ 0.02% Add +0.5% 219 $68K
Lynx Investment Advisory 0.05% — 217 $68K
RFP Financial Group LLC 0.03% Reduce -0.9% 217 $68K
Hoese & Co LLP 0.06% No change 220 $67K
Stone House Investment Management, LLC 0.02% Add +0.5% 215 $67K
Canton Hathaway, LLC 0.02% No change 215 $67K
Tradewinds Capital Management, LLC 0.02% No change 211 $66K
Archer Investment Corp 0.02% Add +3.0% 209 $65K
Elevation Wealth Partners, LLC 0.03% No change 206 $64K
Cassady Schiller Wealth Management, LLC 0.03% Reduce -8.1% 205 $64K
Lowe Wealth Advisors, LLC 0.03% No change 204 $64K
Voisard Asset Management Group, Inc. 0.03% New 200 $62K
Avalon Trust Co 0.00% No change 200 $62K
Ulland Investment Advisors, LLC 0.05% No change 200 $62K
Evolution Advisers, Inc. 0.04% No change 200 $62K
OAKMONT Corp 0.01% No change 198 $62K
Ramirez Asset Management, Inc. 0.01% No change 198 $62K
Guardian Wealth Management, Inc. 0.05% Add +0.5% 195 $61K
Blue Bell Private Wealth Management, LLC 0.01% No change 190 $59K
FWL Investment Management, LLC 0.03% New 190 $59K
Centerpoint Advisors, LLC 0.02% New 184 $57K
Atticus Wealth Management, LLC 0.02% No change 176 $55K
CGC Financial Services, LLC 0.02% Add +250.0% 175 $55K
Arcadia Investment Management Corp. 0.01% No change 175 $55K
Horizon Bancorp Inc. 0.02% Reduce -16.8% 164 $51K
TFC Financial Management, Inc. 0.01% No change 163 $51K
Wetzel Investment Advisors, Inc. 0.03% No change 176 $50K
Western Pacific Wealth Management, LP 0.04% Reduce -4.3% 155 $48K
True Wealth Design, LLC 0.01% Add +1.5% 139 $43K
Custom Portfolio Group LLC 0.03% No change 138 $43K
SYSTM Wealth Solutions LLC 0.01% Reduce -98.6% 137 $43K
WealthCollab, LLC 0.03% Reduce -5.0% 132 $41K
Hartford Financial Management Inc. 0.01% Reduce -8.3% 132 $41K
General Partner, Inc. 0.03% No change 126 $39K
Robinswood Financial LLC 0.02% No change 125 $39K
CKW Financial Group 0.00% No change 123 $38K
Delos Wealth Advisors, LLC 0.04% No change 119 $37K
FSC Wealth Advisors, LLC 0.03% No change 117 $37K
Coston, McIsaac & Partners 0.01% No change 116 $36K
AlphaQuest LLC 0.00% Reduce -96.5% 115 $36K
BBJS Financial Advisors, LLC 0.01% New 105 $33K
Capula Management Ltd 0.00% New 101 $32K
nVerses Capital, LLC 0.02% New 100 $31K
Moser Wealth Advisors, LLC 0.02% No change 100 $31K
Deane Retirement Strategies, Inc. 0.02% No change 100 $31K
Tanglewood Legacy Advisors, LLC 0.01% No change 100 $31K
United Community Bank 0.01% New 100 $31K
BOK Financial Private Wealth, Inc. 0.00% No change 100 $31K
Dynamic Wealth Strategies, LLC 0.03% No change 100 $31K
Briaud Financial Planning Inc 0.02% No change 100 $31K
Hershey Financial Advisers, LLC 0.03% — 96 $30K
Private Wealth Management Group, LLC 0.01% Reduce -39.7% 94 $29K
ZynergyRetirementPlanningLLC 0.02% — 90 $28K
JCIC Asset Management Inc. 0.01% No change 90 $28K
Clear Point Advisors Inc. 0.02% Add +1.1% 88 $27K
Register Financial Advisors LLC 0.01% No change 85 $27K
PrairieView Partners, LLC 0.00% No change 82 $25K
Proffitt & Goodson Inc. 0.00% No change 80 $25K
Financial Network Wealth Advisors LLC 0.02% New 78 $24K
Ritter Daniher Financial Advisory LLC / DE 0.01% Add +185.2% 77 $24K
Operose Advisors LLC 0.01% No change 77 $24K
Game Plan Financial Advisors, LLC 0.01% No change 75 $23K
1832 Asset Management L.P. 0.00% Reduce -99.0% 74 $23K
Redmont Wealth Advisors LLC 0.04% No change 72 $22K
Signature Resources Capital Management, LLC 0.02% No change 71 $22K
Summit Securities Group LLC 0.01% New 71 $22K
WFA Asset Management Corp 0.01% No change 70 $22K
Cornerstone Planning Group LLC 0.01% Add +88.6% 66 $21K
Fairway Wealth LLC 0.01% New 66 $21K
Richard W. Paul & Associates, LLC 0.01% Add +37.5% 66 $21K
DiNuzzo Private Wealth, Inc. 0.00% Add +47.7% 65 $20K
Elequin Capital, LP 0.01% New 61 $19K
Solstein Capital, LLC 0.01% No change 60 $19K
Hillsdale Investment Management Inc. 0.00% Reduce -95.7% 60 $19K
Ridgewood Investments LLC 0.01% Reduce -97.5% 60 $19K
Broadwater Capital Management LLC 0.01% No change 58 $18K
Valued Wealth Advisors LLC 0.01% Add +7.8% 55 $17K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.01% No change 55 $17K
Investors Research Corp 0.00% No change 53 $17K
Cedar Mountain Advisors, LLC 0.00% No change 52 $16K
Partnership Wealth Management, LLC 0.01% No change 50 $16K
Mark Sheptoff Financial Planning, LLC 0.01% No change 50 $16K
REAP Financial Group, LLC 0.00% Reduce -5.8% 49 $15K
Providence Capital Advisors, LLC 0.00% Add +6.7% 48 $15K
ICA Group Wealth Management, LLC 0.01% Reduce -92.5% 47 $15K
SJS Investment Consulting Inc. 0.00% Reduce -13.2% 46 $14K
Tacita Capital Inc 0.01% No change 45 $14K
Strengthening Families & Communities, LLC 0.00% Add +18.4% 45 $14K
Old Second National Bank of Aurora 0.00% Reduce -35.1% 37 $12K
New Age Alpha Advisors, LLC 0.01% New 36 $11K
Trust Co 0.00% No change 35 $11K
Tidemark, LLC 0.00% No change 34 $11K
Ruedi Wealth Management, Inc. 0.00% Add +57.9% 30 $9K
Tower View Wealth Management LLC 0.00% No change 27 $8K
Strategic Financial Concepts, LLC 0.00% New 84,336 $8K
HighMark Wealth Management LLC 0.00% No change 24 $7K
First Pacific Financial 0.00% No change 22 $7K
Accent Capital Management, LLC 0.00% No change 21 $7K
Bear Mountain Capital, Inc. 0.00% No change 18 $6K
Your Advocates Ltd., LLP 0.00% No change 18 $6K
Vermillion & White Wealth Management Group, LLC 0.00% No change 17 $5K
EnRich Financial Partners LLC 0.00% New 16 $5K
Stuart Chaussee & Associates, Inc. 0.00% No change 16 $5K
Pineridge Advisors LLC 0.00% Reduce -25.0% 15 $5K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 14 $4K
Paladin Advisory Group, LLC 0.00% No change 13 $4K
Creative Capital Management Investments LLC 0.00% Reduce -58.6% 12 $4K
Nvwm, LLC 0.00% Add +1100.0% 12 $4K
New Millennium Group LLC 0.00% New 12 $4K
Financial Avengers, Inc. 0.00% No change 11 $3K
ClariVest Asset Management LLC 0.00% Reduce -66.7% 10 $3K
Frazier Financial Advisors, LLC 0.00% Reduce -37.5% 10 $3K
Legacy Bridge, LLC 0.00% No change 10 $3K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 10 $3K
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 9 $3K
PayPay Securities Corp 0.21% Reduce -33.3% 8 $3K
WestEnd Advisors, LLC 0.00% Reduce -22.2% 7 $2K
Caitlin John, LLC 0.00% Reduce -25.0% 6 $2K
Fairman Group, LLC 0.00% No change 4 $1K
Anfield Capital Management, LLC 0.00% New 4 $1K
O'Brien Wealth Partners LLC 0.00% Reduce -55.6% 4 $1K
Financial Gravity Asset Management, Inc. 0.00% Reduce -57.1% 3 $937
Chris Bulman Inc 0.00% — 2 $625
Abich Financial Wealth Management LLC 0.00% Reduce -66.7% 1 $312
McClarren Financial Advisors, Inc. 0.00% Reduce -50.2% 312 $191

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