Amazon.comAMZN

13F holders, Q2 2024 (June 30)
4,933holders +76
140new positions
80sold out
30famous investors
$199.35avg. 13F price*

At the end of Q2 2024, 4,933 institutions reported holding Amazon.com Inc. (AMZN) in their 13F filings, up 76 from Q1 2024. 140 opened new positions and 80 sold out. The largest holders were Vanguard Group Inc. ($148.2B), BlackRock Inc. ($125.4B) and State Street Corp. ($67.2B). 30 famous investors held it, including Dan Loeb (11.4% of Third Point's portfolio), David Tepper (10.9% of Appaloosa's portfolio) and Philippe Laffont (8.1% of Coatue Management's portfolio).

Company
Amazon.com Inc.
Sector
Consumer Discretionary
CUSIP
023135106
Latest filing quarter
Q2 2026

History

Number of 13F holders

02,0004,0006,0008,000 Q1 2024: 4,857Q1 2024Q2 2024: 4,933Q2 2024Q3 2024: 4,927Q3 2024Q4 2024: 5,551Q4 2024Q1 2025: 5,480Q1 2025Q2 2025: 5,557Q2 2025Q3 2025: 5,585Q3 2025Q4 2025: 6,099Q4 2025Q1 2026: 6,031Q1 2026Q2 2026: 6,155Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions140$4.6B
Exits80$1.9B

All 13F filers, Q1 2024 → Q2 2024: 238,779,243 shares bought and 146,416,359 shares sold, net +92,362,884 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4,933 holders

Vanguard Group Inc. 2.85% Reduce -2.4% 767,065,433 $148.2B
BlackRock Inc. 2.84% Add +1.6% 648,695,172 $125.4B
State Street Corp. 2.94% Reduce -1.1% 347,809,681 $67.2B
FMR LLC 4.08% Add +1.3% 329,314,796 $63.6B
Bank of Montreal 13.78% Add +0.7% 25,848,338 $45.4B
Geode Capital Management, LLC 3.27% Add +2.9% 193,369,102 $37.3B
T. Rowe Price Associates Inc. 4.20% Reduce -4.3% 181,610,205 $35.1B
JPMorgan Chase & Co. 2.89% Add +0.6% 173,035,410 $33.4B
Morgan Stanley 2.48% Add +2.6% 165,507,494 $32.0B
Norges Bank 3.44% Add +5.9% 118,955,512 $23.0B
Capital Research Global Investors 3.94% Add +6.6% 92,755,051 $17.9B
Northern Trust Corp. 2.83% Add +0.3% 86,795,330 $16.8B
Bank of America Corp. 1.55% Add +2.8% 83,582,348 $16.2B
Wellington Management Group LLP 2.46% Reduce -13.9% 71,084,615 $13.7B
Bank of New York Mellon Corp 2.48% Add +0.4% 67,745,972 $13.1B
Nuveen Asset Management, LLC 3.72% Reduce -0.2% 65,682,736 $12.7B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 3.10% Add +20.7% 55,849,362 $10.8B
Jennison Associates LLC 6.91% Reduce -1.6% 55,745,030 $10.8B
Charles Schwab Investment Management Inc. 2.04% Add +3.4% 55,327,431 $10.7B
Alliancebernstein L.P. 3.62% Add +0.6% 53,656,027 $10.4B
Goldman Sachs Group Inc. 2.01% Add +4.3% 53,290,633 $10.3B
Legal & General Group Plc 2.90% Reduce -2.2% 53,173,441 $10.3B
Amundi 3.84% Add +2.6% 50,625,683 $10.0B
Invesco Ltd. 2.06% Add +3.7% 50,310,357 $9.7B
Royal Bank of Canada 2.31% Add +4.8% 49,499,220 $9.6B
Franklin Resources Inc. 2.82% Add +1.3% 46,899,468 $9.1B
Capital International Investors 1.78% Add +5.8% 44,822,590 $8.7B
Fisher Asset Management 3.68% Add +2.9% 43,780,397 $8.5B
Ameriprise Financial Inc. 2.15% Add +3.4% 40,973,804 $7.9B
Capital World Investors 1.24% Add +33.9% 39,314,402 $7.6B
Baillie Gifford & Co. 5.79% Reduce -1.8% 38,471,662 $7.4B
Barclays PLC 3.40% Reduce -9.5% 38,206,152 $7.4B
UBS Group AG 2.08% Add +11.9% 35,064,641 $6.8B
Massachusetts Financial Services Co. 1.89% Add +1.5% 31,883,977 $6.2B
Polen Capital Management LLC 14.36% Reduce -13.9% 29,623,890 $5.7B
Janus Henderson Group PLC 3.06% Reduce -3.7% 29,533,798 $5.7B
Wells Fargo & Company 1.39% Add +6.0% 27,781,882 $5.4B
Swiss National Bank 3.68% Reduce -0.5% 27,720,300 $5.4B
American Century Companies Inc. 3.25% Add +1.8% 27,389,657 $5.3B
Dimensional Fund Advisors LP 1.35% Add +7.0% 26,657,730 $5.2B
HSBC Holdings PLC 3.29% Add +8.5% 26,378,106 $5.1B
Deutsche Bank AG 2.27% Reduce -4.0% 25,996,310 $5.0B
Sumitomo Mitsui Trust Group, Inc. 3.41% Reduce -3.4% 23,913,222 $4.6B
Loomis Sayles & Co. L P 5.38% Reduce -1.4% 20,157,490 $3.9B
Clearbridge Investments, LLC 3.09% Add +1.6% 19,653,717 $3.8B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 4.13% Reduce -1.0% 19,240,630 $3.7B
Principal Financial Group Inc. 2.20% Reduce -1.2% 19,181,744 $3.7B
Manufacturers Life Insurance Company, The 3.36% Reduce -2.1% 18,509,361 $3.6B
California Public Employees Retirement System 2.52% Add +3.1% 17,781,839 $3.4B
Rhumbline Advisers 3.22% Add +0.7% 17,737,203 $3.4B
Voya Investment Management LLC 3.84% Reduce -5.0% 17,672,068 $3.4B
Lazard Asset Management LLC 4.59% Add +2.4% 17,569,532 $3.4B
Dodge & Cox 2.02% Reduce -0.4% 17,334,351 $3.3B
Neuberger Berman Group LLC 2.58% Add +2.4% 16,263,953 $3.1B
California State Teachers Retirement System 3.59% Add +1.0% 15,165,301 $2.9B
National Pension Service 3.24% Add +1.7% 14,598,740 $2.8B
Brown Advisory Inc. 3.57% Add +7.9% 14,120,000 $2.7B
Marshall Wace, LLP 3.88% Add +27.1% 14,053,140 $2.7B
Citigroup Inc. 2.57% Add +17.5% 13,745,143 $2.7B
T. Rowe Price Investment Management, Inc. 1.64% Add +9.2% 13,412,938 $2.6B
Mitsubishi UFJ Asset Management Co., Ltd. 3.15% Add +12.2% 13,365,272 $2.6B
New York State Common Retirement Fund 3.37% Reduce -5.8% 13,283,457 $2.6B
Raymond James & Associates 1.68% Add +2.1% 13,246,712 $2.6B
Swedbank AB 3.40% Add +5.9% 13,152,216 $2.5B
Assenagon Asset Management S.A. 6.31% Reduce -11.4% 13,102,123 $2.5B
Sands Capital Management, LLC 7.38% Add +3.9% 12,993,065 $2.5B
Eagle Capital Management LLC 9.30% Reduce -2.2% 12,980,612 $2.5B
Envestnet Asset Management Inc. 0.84% Add +2.5% 12,493,482 $2.4B
Schroder Investment Management Group 2.58% Add +6.5% 12,042,238 $2.3B
Generation Investment Management LLP 11.00% Reduce -2.9% 11,827,328 $2.3B
GQG Partners LLC 3.37% Reduce -16.3% 11,513,690 $2.2B
CIBC Private Wealth Group LLC 4.17% Reduce -1.0% 11,144,859 $2.2B
Skye Global Management LP 49.66% Add +3.1% 11,357,715 $2.2B
FIL Ltd 2.15% Reduce -0.8% 11,246,902 $2.2B
Winslow Capital Management, LLC 7.65% Reduce -3.1% 10,971,411 $2.1B
Sanders Capital, LLC 3.20% New 10,825,403 $2.1B
Coatue Management 8.10% Add +7.0% 10,772,811 $2.1B
Bessemer Group Inc. 3.64% Add +3.5% 10,677,249 $2.1B
BNP Paribas Financial Markets 2.25% Add +35.6% 10,639,724 $2.1B
LPL Financial LLC 1.02% Add +8.6% 10,537,533 $2.0B
DekaBank Deutsche Girozentrale 3.63% Add +6.0% 10,097,657 $2.0B
Prudential Financial Inc. 2.99% Reduce -10.3% 10,294,227 $2.0B
National Bank of Canada 3.09% Reduce -8.6% 10,080,624 $2.0B
Berkshire Hathaway 0.69% No change 10,000,000 $1.9B
Ensign Peak Advisors, Inc 3.34% Reduce -2.4% 9,461,884 $1.8B
Adage Capital Partners Gp, L.L.C. 3.34% Reduce -8.5% 9,331,610 $1.8B
Viking Global Investors 6.90% Add +34.6% 9,293,613 $1.8B
Macquarie Group Ltd. 2.06% Add +8.6% 9,276,185 $1.8B
Robeco Institutional Asset Management B.V. 3.81% Add +12.9% 9,151,948 $1.8B
Millennium Management 1.50% Reduce -7.6% 9,116,889 $1.8B
State Board of Administration of Florida Retirement System 3.46% Reduce -6.6% 9,088,970 $1.8B
APG Asset Management N.V. 3.11% Reduce -9.1% 9,670,711 $1.7B
KBC Group NV 5.23% Add +36.5% 8,953,774 $1.7B
Allianz Asset Management GmbH 2.79% Add +7.9% 8,932,905 $1.7B
New York State Teachers Retirement System 3.58% Reduce -4.2% 8,777,088 $1.7B
Royal London Asset Management Ltd. 4.30% Reduce -1.3% 8,707,622 $1.7B
TD Asset Management Inc 1.51% Add +0.6% 8,378,842 $1.6B
Stifel Financial Corp. 1.78% Add +1.8% 8,170,026 $1.6B
1832 Asset Management L.P. 2.82% Reduce -1.4% 8,067,253 $1.6B
Vontobel Holding Ltd. 5.05% Add +829.3% 8,046,390 $1.6B
Sei Investments Co. 2.19% Add +2.7% 8,004,950 $1.5B
Pictet Asset Management Holding SA 1.77% Reduce -1.8% 7,980,639 $1.5B
Alkeon Capital Management LLC 7.89% Add +0.1% 7,964,931 $1.5B
Artisan Partners Limited Partnership 2.33% Reduce -4.2% 7,939,727 $1.5B
Aberdeen Group plc 2.94% Reduce -3.7% 7,931,583 $1.5B
Alecta Tjanstepension Omsesidigt 8.51% Reduce -1.9% 7,900,500 $1.5B
Jane Street Group, LLC 1.65% Add +173.8% 7,860,936 $1.5B
Russell Investments Group, Ltd. 2.42% Reduce -3.0% 7,728,997 $1.5B
Sustainable Growth Advisers, LP 6.60% Reduce -10.2% 7,731,081 $1.5B
Citadel Advisors 1.50% Add +16.9% 7,692,857 $1.5B
Korea Investment CORP 3.74% Reduce -1.5% 7,678,613 $1.5B
Fayez Sarofim & Co 3.96% Add +7.2% 7,597,595 $1.5B
CANADA LIFE ASSURANCE Co 2.71% Add +6.6% 7,428,158 $1.4B
Corient Private Wealth LP 2.46% Add +4.2% 7,302,065 $1.4B
AustralianSuper Pty Ltd 8.10% Reduce -3.6% 7,275,528 $1.4B
Natixis Advisors, LLC 3.04% Add +10.2% 7,238,012 $1.4B
Windacre Partnership LLC 18.26% Reduce -5.4% 7,185,100 $1.4B
Veritas Asset Management LLP 10.40% Reduce -1.4% 7,113,277 $1.4B
Victory Capital Management Inc. 1.38% Reduce -0.8% 6,980,211 $1.3B
Flossbach Von Storch SE 5.57% Add +1.9% 6,854,006 $1.3B
William Blair Investment Management, LLC 3.42% Add +6.2% 6,743,444 $1.3B
Los Angeles Capital Management LLC 4.62% Add +2.8% 6,678,220 $1.3B
D. E. Shaw & Co. 1.96% Reduce -6.1% 6,664,912 $1.3B
Arrowstreet Capital, Limited Partnership 1.12% Add +655.9% 6,608,461 $1.3B
Newlands Management Operations LLC 10.48% No change 6,589,070 $1.3B
Fred Alger Management, LLC 6.13% Add +1.7% 6,521,736 $1.3B
Canada Pension Plan Investment Board 1.23% Reduce -2.6% 6,494,619 $1.3B
Mitsubishi UFJ Trust & Banking Corp 2.98% Reduce -8.1% 6,474,117 $1.3B
PNC Financial Services Group, Inc. 0.83% Reduce -1.0% 6,440,064 $1.2B
AXA S.A. 3.70% Reduce -1.7% 6,393,015 $1.2B
Tiger Global Management 5.65% No change 6,321,080 $1.2B
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 3.13% Reduce -4.9% 6,278,748 $1.2B
Bank of Nova Scotia 2.39% Add +21.8% 6,238,781 $1.2B
Chevy Chase Trust Holdings, LLC 3.82% Reduce -0.6% 6,195,852 $1.2B
WCM Investment Management, LLC 2.79% Add +21.6% 5,975,454 $1.2B
Blair William & Co. 3.62% Add +2.1% 6,073,517 $1.2B
Nordea Investment Management AB 1.37% Add +4.8% 5,964,312 $1.2B
Public Employees Retirement Association of Colorado 4.86% Reduce -0.5% 6,020,601 $1.2B
Allspring Global Investments Holdings, LLC 1.80% Reduce -3.5% 5,725,039 $1.1B
Davis Selected Advisers 6.42% Reduce -0.8% 5,720,344 $1.1B
Temasek Holdings (Private) Ltd 5.13% Add +66.0% 5,718,439 $1.1B
US Bancorp \de 1.49% Add +0.4% 5,671,552 $1.1B
Banque Pictet & Cie SA 11.19% Reduce -0.1% 5,656,291 $1.1B
Danske Bank A/S 4.01% Reduce -8.2% 5,618,830 $1.1B
Acadian Asset Management LLC 3.31% Add +25.2% 5,566,106 $1.1B
Aviva PLC 3.00% Add +21.7% 5,495,701 $1.1B
Zurcher Kantonalbank (Zurich Cantonalbank) 3.40% Add +9.3% 5,406,484 $1.0B
CI Investments Inc. 4.09% Add +0.9% 5,378,168 $1.0B
Commonwealth Equity Services, LLC 1.64% Add +2.6% 5,369,707 $1.0B
State of Wisconsin Investment Board 2.74% Add +0.4% 5,349,583 $1.0B
AQR Capital Management 1.55% Add +0.5% 5,223,797 $1.0B
HighTower Advisors, LLC 1.55% Reduce -0.5% 5,169,815 $1000.0M
Raymond James Financial Services Advisors, Inc. 1.41% Add +2.5% 5,146,063 $994.5M
Third Point 11.37% No change 5,100,000 $985.6M
DNB Asset Management AS 4.67% Add +71.2% 5,063,471 $978.5M
Mackenzie Financial Corp. 1.45% Add +13.3% 5,034,156 $972.9M
ProShare Advisors LLC 2.59% Reduce -6.6% 5,012,763 $968.7M
Two Sigma Advisers, LP 2.15% Add +4.5% 5,001,020 $966.4M
Skandinaviska Enskilda Banken AB (publ) 4.63% Add +1.7% 4,995,020 $965.3M
Ninety One UK Ltd 2.64% Reduce -5.9% 4,947,408 $956.1M
Rathbones Group PLC 5.07% Add +6.5% 4,817,534 $931.0M
Toronto Dominion Bank 1.46% Reduce -18.3% 4,718,121 $911.8M
Rockefeller Capital Management L.P. 2.59% Add +6.2% 4,714,319 $910.9M
Thrivent Financial for Lutherans 1.84% Reduce -11.3% 4,703,909 $909.0M
Matrix Capital Management Company, LP 6.92% Add +5.7% 4,703,000 $908.9M
First Trust Advisors LP 0.93% Reduce -6.5% 4,697,571 $907.8M
Hudson Bay Capital Management LP 7.79% Add +37.3% 4,586,342 $886.3M
Axiom Investors LLC 7.72% Add +5.4% 4,581,667 $885.4M
STRS Ohio 3.45% Add +0.5% 4,514,212 $872.4M
Lone Pine Capital 6.97% Reduce -1.0% 4,448,280 $859.6M
Public Employees Retirement System of Ohio 3.34% Reduce -1.5% 4,426,508 $855.4M
Primecap Management Co. 0.61% Add +0.3% 4,360,250 $842.6M
Bank Julius Baer & Co. Ltd, Zurich 3.16% Reduce -7.6% 3,929,714 $827.1M
Truist Financial Corp. 1.26% Add +0.9% 4,271,509 $825.5M
Treasurer of the State of North Carolina 3.48% Add +2.6% 4,249,011 $821.1M
Caisse de depot et placement du Quebec 1.99% Add +13.0% 4,245,908 $820.5M
Mariner, LLC 1.57% Add +6.5% 4,177,557 $807.3M
Harris Associates (Oakmark Funds) 1.36% Reduce -16.7% 4,150,502 $802.1M
Altarock Partners LP 16.43% Reduce -1.8% 4,129,460 $798.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.87% — 4,039,118 $781.7M
Brighton Jones LLC 25.57% Add +0.8% 4,006,146 $774.2M
Nomura Asset Management Co. Ltd. 2.62% Reduce -1.0% 3,961,895 $766.8M
Egerton Capital (UK) LLP 7.60% Reduce -22.0% 3,895,405 $752.8M
Holocene Advisors, LP 3.14% Add +2.5% 3,884,130 $750.6M
Magellan Asset Management Ltd 7.13% Reduce -5.9% 3,876,632 $749.2M
Asset Management One Co., Ltd. 2.87% Reduce -1.5% 3,876,155 $749.1M
Panagora Asset Management Inc. 3.76% Add +5.5% 3,867,003 $747.3M
Retirement Systems of Alabama 2.77% Reduce -2.2% 3,712,552 $717.5M
Fifth Third Bancorp 2.72% Add +2.5% 3,690,592 $713.2M
Mirae Asset Global Investments Co., Ltd. 3.47% Reduce -62.3% 3,555,482 $697.3M
Sarasin & Partners LLP 6.13% Reduce -10.4% 3,578,135 $691.5M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 8.78% Reduce -6.6% 3,550,000 $686.0M
Qube Research & Technologies Ltd 1.27% Add +50.9% 3,549,113 $685.9M
State of Tennessee, Department of Treasury 2.52% Reduce -3.0% 3,547,503 $685.6M
GMO 2.29% Reduce -14.2% 3,501,043 $676.6M
Mawer Investment Management Ltd. 3.19% Reduce -2.1% 3,490,779 $674.6M
Appaloosa 10.92% Reduce -9.2% 3,475,000 $671.5M
State of New Jersey Common Pension Fund D 2.90% Reduce -35.0% 3,444,097 $665.6M
Susquehanna International Group, LLP 1.18% Reduce -70.1% 3,436,600 $664.1M
King Luther Capital Management Corp. 2.99% Reduce -0.5% 3,410,796 $659.1M
C WorldWide Group Holding A/S 6.96% Reduce -1.9% 3,328,539 $643.2M
Calamos Advisors LLC 4.52% Reduce -1.3% 3,324,424 $642.4M
Agf Management Ltd. 3.58% Reduce -6.8% 3,313,188 $640.3M
Allen Investment Management, LLC 7.74% Add +1.3% 3,295,339 $636.8M
Natixis 4.00% Add +12.5% 3,280,257 $633.9M
Westfield Capital Management Co. LP 3.11% Add +24.5% 3,279,806 $633.8M
Keybank National Association 2.55% Reduce -0.9% 3,229,014 $624.0M
Federated Hermes, Inc. 1.47% Add +3.8% 3,218,149 $621.9M
DSM Capital Partners LLC 8.97% Reduce -12.2% 3,203,416 $619.1M
Point72 Asset Management 2.01% Reduce -16.2% 3,163,439 $611.3M
Mn Services Vermogensbeheer B.V. 4.39% Reduce -2.3% 3,146,600 $608.1M
Resona Asset Management Co.,Ltd. 3.66% Reduce -4.8% 3,129,053 $606.6M
Cerity Partners LLC 1.63% Reduce -4.0% 3,106,403 $600.3M
Focus Partners Wealth 1.99% Add +293.8% 3,060,537 $591.4M
ING Groep NV 3.50% Reduce -13.7% 3,051,397 $589.7M
Cibc World Market Inc. 1.46% Add +18.9% 3,042,516 $588.0M
State of Michigan Retirement System 2.99% Add +0.8% 3,010,920 $581.9M
Menora Mivtachim Holdings LTD. 3.94% Add +10.8% 2,997,768 $579.3M
Harding Loevner LP 3.19% Add +9.4% 2,994,208 $578.6M
BlueSpruce Investments, LP 10.61% New 2,989,558 $577.7M
Creative Planning 0.61% Add +3.8% 2,950,742 $570.2M
MetLife Investment Management, LLC 3.30% Add +14.6% 2,876,060 $555.8M
Clear Street LLC 13.19% Add +41.0% 2,855,000 $551.7M
Cetera Investment Advisers 1.27% Reduce -15.3% 2,849,274 $550.6M
Northwestern Mutual Wealth Management Co. 0.54% Add +0.5% 2,847,177 $550.2M
Man Group plc 1.49% Add +3.9% 2,833,981 $547.7M
Osaic Holdings, Inc. 1.29% Reduce -20.2% 2,816,073 $544.3M
Wealth Enhancement Advisory Services, LLC 1.27% Add +9.2% 2,764,852 $534.3M
Zurich Insurance Group Ltd 4.56% Add +2.5% 2,722,578 $526.1M
Arizona State Retirement System 3.50% Add +1.7% 2,714,236 $524.5M
Cibc World Markets Corp. 3.38% Add +15.9% 2,663,183 $514.7M
Bridgewater Associates 2.67% Add +152.5% 2,645,567 $511.3M
Corebridge Financial, Inc. 2.78% — 2,614,449 $505.2M
Credit Agricole S A 3.08% Add +47.0% 2,601,502 $502.7M
Carmignac Gestion 8.62% Add +14.7% 2,598,743 $502.7M
Stockbridge Partners LLC 10.29% Reduce -1.5% 2,576,286 $497.9M
Balyasny Asset Management L.P. 1.31% Add +0.0% 2,566,754 $496.0M
Scotia Capital Inc. 2.86% Add +4.1% 2,526,551 $488.3M
M&T Bank Corp 1.66% Add +5.6% 2,519,986 $487.0M
Janney Montgomery Scott LLC 1.48% Add +2.8% 2,509,704 $485.0M
B. Metzler seel. Sohn & Co. AG 4.67% Reduce -0.3% 2,501,592 $483.4M
Vulcan Value Partners, LLC 7.30% Reduce -14.4% 2,490,807 $481.6M
Diamond Hill Capital Management, LLC (Investment Advisor) 2.03% Reduce -5.5% 2,454,126 $474.3M
CIBC Asset Management Inc 1.68% Reduce -2.7% 2,438,239 $471.2M
Whale Rock Capital Management 6.67% Reduce -33.1% 2,434,332 $470.4M
Daiwa Securities Group Inc. 2.52% Add +21.1% 2,410,036 $465.7M
Baird Financial Group, Inc. 0.96% Add +1.9% 2,398,383 $463.5M
Mairs & Power Inc. 4.39% Reduce -3.3% 2,350,397 $454.2M
Cardano Risk Management B.V. 8.89% Add +24.4% 2,343,222 $452.8M
Altshuler Shaham Ltd 15.52% Add +56.9% 2,335,123 $451.3M
Tredje AP-fonden 4.34% Add +6.8% 2,326,839 $449.7M
Cambridge Investment Research Advisors, Inc. 1.66% Add +0.1% 2,323,770 $449.1M
Capula Management Ltd 5.01% Add +256.1% 2,320,000 $448.3M
TCW Group Inc. 4.00% Add +8.3% 2,312,346 $446.9M
Montrusco Bolton Investments Inc. 4.68% Add +10.9% 2,351,980 $446.5M
OMERS ADMINISTRATION Corp 4.30% Add +10.0% 2,308,978 $446.2M
Teacher Retirement System of Texas 2.52% Add +4.4% 2,287,912 $442.1M
Forsta Ap-Fonden 3.91% Reduce -7.4% 2,280,300 $440.7M
Scge Management, L.P. 8.56% No change 2,268,000 $438.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 2.63% Reduce -14.1% 2,251,856 $435.2M
Commerce Bank 2.81% Add +1.3% 2,247,133 $434.3M
State Farm Mutual Automobile Insurance Co. 0.39% No change 2,246,620 $434.2M
Xponance LLC 4.36% Add +2.6% 2,209,547 $427.0M
Connor, Clark & Lunn Investment Management Ltd. 1.77% Add +61.6% 2,178,895 $421.1M
JARISLOWSKY, FRASER Ltd 2.54% Reduce -1.9% 2,167,526 $418.9M
Lord, Abbett & Co. LLC 1.37% Add +9.9% 2,143,611 $414.3M
Verition Fund Management LLC 3.53% Add +457.5% 2,130,816 $411.8M
Ossiam 7.76% Reduce -0.1% 2,117,647 $409.2M
Fort Washington Investment Advisors Inc. 2.65% Reduce -0.4% 2,104,911 $406.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 3.74% Add +0.8% 2,102,592 $405.8M
Comerica Bank 1.69% Reduce -0.7% 2,096,387 $405.1M
BSN CAPITAL PARTNERS Ltd 26.03% Add +13.8% 2,140,000 $397.3M
Foxhaven Asset Management, LP 11.09% Add +4.5% 2,048,242 $395.8M
Gilder Gagnon Howe & Co. LLC 4.95% Add +0.1% 2,042,712 $394.8M
Markel Group 3.86% No change 2,030,760 $392.4M
Storebrand Asset Management As 1.30% Add +6.9% 2,019,673 $390.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 2.57% Add +0.2% 2,011,526 $388.7M
Public Sector Pension Investment Board 2.47% Add +17.9% 2,010,378 $388.5M
Brown Brothers Harriman & Co. 2.92% Reduce -1.1% 2,009,450 $388.3M
Amalgamated Bank 3.25% Add +0.1% 1,976,576 $382.0M
UniSuper Management Pty Ltd 3.15% Add +19.3% 1,963,785 $379.5M
Bank Pictet & Cie (Europe) AG 9.26% Add +0.1% 1,961,227 $379.0M
Jacobs Levy Equity Management, Inc. 1.57% Add +14.3% 1,959,111 $378.6M
Varma Mutual Pension Insurance Co 3.01% Reduce -7.4% 1,934,516 $373.8M
Nisa Investment Advisors, LLC 2.35% Add +0.1% 1,931,481 $373.3M
Rokos Capital Management LLP 8.78% Add +206.7% 1,921,306 $371.5M
Nissay Asset Management Corp. /Japan 2.42% Add +2.5% 1,894,402 $366.1M
IFM Investors Pty Ltd 3.69% Add +1.7% 1,884,484 $364.2M
Banco Bilbao Vizcaya Argentaria, S.A. 3.82% Add +8.6% 1,875,196 $363.7M
DAVENPORT & Co LLC 2.28% Add +0.1% 1,856,533 $359.7M
Gateway Investment Advisers LLC 4.05% Reduce -2.7% 1,855,359 $358.5M
LGT Group Foundation 5.64% Add +82.5% 1,848,504 $357.2M
Worldquant Millennium Advisors LLC 3.25% Add +29.2% 1,846,761 $356.9M
Employees Retirement System of Texas 3.92% Add +1.6% 1,843,015 $356.2M
AMF Tjanstepension AB 2.64% Reduce -16.3% 1,829,976 $353.6M
Maplelane Capital, LLC 26.37% Reduce -2.0% 1,819,000 $351.5M
Pinebridge Investments, L.P. 2.82% Add +1.0% 1,808,009 $349.5M
Dorsal Capital Management, LP 11.97% Reduce -20.9% 1,800,000 $347.9M
Teachers Retirement System of the State of Kentucky 3.07% Reduce -3.4% 1,768,857 $341.8M
MML Investors Services, LLC 1.38% Reduce -1.1% 1,768,847 $341.8M
Tairen Capital Ltd 12.26% Add +1177.9% 1,768,335 $341.7M
Bristol John W & Co. Inc. 5.53% Reduce -2.1% 1,768,293 $341.7M
Captrust Financial Advisors 1.10% Reduce -11.9% 1,762,325 $340.6M
Czech National Bank 3.86% Add +8.5% 1,745,112 $337.2M
Trivest Advisors Ltd 17.11% Add +56.7% 1,708,280 $330.1M
Manning & Napier Advisors LLC 3.72% — 1,705,419 $329.6M
Vaughan Nelson Investment Management, L.P. 3.01% Reduce -4.5% 1,688,732 $326.3M
NorthCoast Asset Management LLC 2.77% Add +33.6% 1,679,533 $324.6M
Route One Investment Company, L.P. 12.30% No change 1,674,000 $323.5M
Lazard Freres Gestion S.A.S. 7.45% Add +1.3% 1,701,299 $323.1M
First Pacific Advisors, LP 4.41% Add +1.1% 1,657,154 $320.2M
Meritage Group LP 8.11% Add +0.9% 1,651,562 $319.2M
Artemis Investment Management LLP 4.23% Reduce -3.5% 1,626,723 $314.4M
Bridges Investment Management Inc. 4.74% Add +134.7% 1,613,024 $311.7M
SG Americas Securities, LLC 2.00% Add +19.5% 1,606,064 $310.4M
Polar Capital Holdings Plc 1.84% Reduce -8.8% 1,605,940 $310.3M
Alyeska Investment Group, L.P. 1.77% Add +74.7% 1,581,236 $305.6M
W1M Investment Management Ltd 5.63% Add +10.4% 1,545,781 $298.9M
Stonehage Fleming Financial Services Holdings Ltd 7.96% New 1,541,078 $297.8M
Utah Retirement Systems 3.51% Reduce -2.1% 1,530,865 $295.8M
Guggenheim Capital LLC 2.11% Add +1.7% 1,524,004 $294.5M
Van Lanschot Kempen Investment Management N.V. 3.28% Add +86.3% 1,518,484 $293.4M
Quilter Plc 6.56% Add +0.3% 1,512,539 $292.3M
ExodusPoint Capital Management, LP 3.20% Add +498.9% 1,512,358 $292.3M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 3.28% — 1,503,046 $290.5M
Candriam S.C.A. 1.77% Add +20.3% 1,501,076 $290.1M
Steadfast Capital Management LP 6.88% Add +10.5% 1,496,700 $289.2M
Zevenbergen Capital Investments LLC 6.17% Reduce -5.9% 1,491,843 $288.3M
Cresset Asset Management, LLC 1.21% Add +15.0% 1,477,340 $285.5M
Glenmede Trust Co. NA 1.44% Add +7.3% 1,472,099 $284.5M
Empower Advisory Group, LLC 1.05% Add +0.9% 1,467,026 $283.5M
Maverick Capital 5.27% Add +15.2% 1,436,931 $277.7M
Altimeter Capital Management 4.12% Reduce -4.8% 1,434,330 $277.2M
Swiss Life Asset Management Ltd 3.27% Add +10.0% 1,433,499 $277.0M
Factory Mutual Insurance Co. 3.14% Reduce -0.8% 1,425,404 $275.5M
Hyperion Asset Management Ltd 11.33% Reduce -9.0% 1,420,674 $274.5M
Federation des caisses Desjardins du Quebec 1.46% Add +40.0% 1,406,451 $271.8M
Assetmark, Inc. 0.83% Add +9.4% 1,382,658 $267.2M
Kestra Advisory Services, LLC 1.49% Add +23.8% 1,381,256 $266.9M
TrinityBridge Ltd 9.05% Add +22.2% 1,375,692 $266.0M
Clal Insurance Enterprises Holdings Ltd 2.78% Reduce -19.9% 1,373,881 $265.5M
QRG Capital Management, Inc. 3.12% Add +28.5% 1,360,500 $262.9M
Intech Investment Management LLC 3.25% Add +24.9% 1,354,899 $261.8M
Pathstone Holdings, LLC 1.18% Add +1.9% 1,351,388 $261.2M
Sculptor Capital LP 8.27% Add +29.2% 1,348,611 $260.6M
Atalanta Sosnoff Capital, LLC 5.88% Reduce -0.2% 1,348,472 $260.6M
Danica Pension, Livsforsikringsaktieselskab 5.32% Reduce -3.0% 1,343,377 $259.6M
Capitolis Liquid Global Markets LLC 3.15% Reduce -28.5% 1,317,300 $254.6M
Van Eck Associates Corp. 0.36% Reduce -2.9% 1,313,002 $253.7M
First Manhattan Co. Llc. 0.81% Reduce -2.0% 1,309,836 $253.1M
iA Global Asset Management Inc. 4.78% Add +30.6% 1,294,355 $250.1M
D1 Capital Partners 4.21% Add +66.5% 1,291,326 $249.5M
Two Sigma Investments, LP 0.60% Add +0.6% 1,268,326 $245.1M
New York Life Investment Management LLC 2.46% Reduce -7.5% 1,264,404 $244.3M
Huntington National Bank 2.51% Add +7.4% 1,259,834 $243.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 2.85% Add +3.9% 1,249,271 $241.4M
AEGON ASSET MANAGEMENT UK Plc 3.33% Reduce -8.8% 1,222,761 $236.4M
State of Alaska, Department of Revenue 2.64% Add +1.2% 1,219,587 $235.7M
Evercore Wealth Management, LLC 3.67% Reduce -1.2% 1,206,181 $233.1M
Navera Investment Management Ltd. 4.38% Add +6.2% 1,205,052 $233.0M
Munro Partners 8.62% Add +0.2% 1,204,197 $232.7M
Ieq Capital, LLC 3.11% Add +8.1% 1,195,430 $231.0M
Yousif Capital Management, LLC 2.61% Reduce -2.6% 1,195,202 $231.0M
Samlyn Capital, LLC 3.95% Add +87.4% 1,188,577 $229.7M
Cwm, LLC 1.08% Add +0.9% 1,185,983 $229.2M
Mutual of America Capital Management LLC 2.50% Reduce -2.6% 1,182,412 $228.5M
Phoenix Financial Ltd. 3.47% Add +3.0% 1,174,756 $227.7M
Voyager Global Management LP 9.91% Reduce -14.8% 1,150,000 $222.2M
PointState Capital LP 6.38% Reduce -6.5% 1,145,904 $221.4M
Evergreen Quality Fund GP, Ltd. 9.12% New 1,143,800 $221.0M
CCLA Investment Management 3.37% Reduce -3.0% 1,108,671 $218.7M
Comgest Global Investors S.A.S. 2.94% Reduce -0.1% 1,106,132 $213.8M
Sequoia Financial Advisors, LLC 2.57% Add +1.1% 1,101,583 $212.9M
NewEdge Advisors, LLC 1.54% Add +11.8% 1,094,051 $211.4M
Williams Jones Wealth Management, LLC. 2.62% Add +4.6% 1,090,924 $210.8M
DF Dent & Co. Inc. 2.71% Reduce -9.4% 1,086,020 $209.9M
Baron Capital (BAMCO) 0.60% Add +1.6% 1,081,880 $209.1M
HRT Financial LP 1.17% Add +702.9% 1,081,062 $208.9M
Ilmarinen Mutual Pension Insurance Co 2.43% Add +0.5% 1,077,716 $208.3M
Steward Partners Investment Advisory, LLC 2.18% Add +2.9% 1,068,821 $206.5M
E. Ohman J:or Asset Management AB 5.10% Add +4.9% 1,063,026 $205.4M
Eminence Capital, LP 3.30% Add +17.9% 1,059,336 $204.7M
Epoch Investment Partners, Inc. 0.93% Reduce -3.4% 1,056,791 $204.2M
Sanctuary Advisors, LLC 1.48% — 1,135,489 $204.0M
Healthcare of Ontario Pension Plan Trust Fund 0.61% Add +164.1% 1,053,958 $203.7M
Standard Investments LLC 11.80% No change 1,050,000 $202.9M
Argent Capital Management LLC 5.91% Reduce -1.0% 1,042,259 $201.4M
Rafferty Asset Management, LLC 0.75% Add +12.0% 1,039,149 $200.8M
Whittier Trust Co. 2.85% Add +2.8% 1,037,779 $200.6M
EP Wealth Advisors, LLC 2.13% Add +0.3% 1,036,371 $200.3M
Anomaly Capital Management, LP 7.58% Reduce -0.8% 1,030,907 $199.2M
Performance Wealth Partners, LLC 7.33% Add +3.6% 1,029,461 $198.9M
Douglass Winthrop Advisors, LLC 4.06% Add +0.4% 1,029,232 $198.9M
Everett Harris & Co. 2.54% Add +0.1% 1,026,633 $198.4M
La Financiere DE L'echiquier 8.62% Reduce -6.4% 1,022,745 $197.6M
Unisphere Establishment 1.99% Add +9.0% 1,022,000 $197.5M
Townsquare Capital LLC 2.67% Reduce -2.8% 1,013,008 $195.8M
Migdal Insurance & Financial Holdings Ltd. 3.25% Reduce -10.7% 1,007,000 $194.6M
TD Waterhouse Canada Inc. 1.73% Add +4.8% 978,449 $193.2M
Torno Capital, LLC 20.34% New 996,640 $192.6M
Styrax Capital, LP 14.67% No change 992,558 $191.8M
Banco Santander, S.A. 2.36% Reduce -5.1% 986,454 $190.6M
Cullen/Frost Bankers, Inc. 2.75% Reduce -3.4% 984,123 $190.2M
Marsico Capital Management LLC 5.66% Reduce -1.6% 979,053 $189.2M
Renaissance Technologies 0.32% Reduce -74.0% 974,332 $188.3M
Border to Coast Pensions Partnership Ltd 4.44% Reduce -3.4% 973,425 $188.2M
Private Advisor Group, LLC 1.25% Add +6.4% 964,741 $186.4M
MAI Capital Management 1.83% Add +3.3% 960,143 $185.5M
Morningstar Investment Services LLC 1.99% Add +0.6% 926,380 $183.3M
Tower Research Capital LLC (TRC) 3.09% Add +56.5% 947,496 $183.1M
Oppenheimer Asset Management Inc. 2.34% Add +10.7% 946,852 $183.0M
Contour Asset Management LLC 6.15% Reduce -6.9% 942,555 $182.1M
Ako Capital LLP 2.49% New 937,004 $181.1M
Achmea Investment Management B.V. 3.24% Add +6.6% 936,221 $180.9M
Burgundy Asset Management Ltd. 1.88% Reduce -0.8% 923,571 $178.5M
Congress Asset Management Co. 1.28% Add +2.1% 921,737 $178.1M
Pacer Advisors, Inc. 0.42% Add +3.0% 919,276 $177.7M
Jupiter Asset Management Ltd. 1.67% Add +7.7% 912,682 $176.4M
Tidal Investments LLC 2.41% Add +68.5% 903,654 $174.6M
Milestone Resources Group Ltd 5.94% Add +0.3% 897,775 $173.5M
Wealthfront Advisers LLC 0.58% Add +0.7% 892,342 $172.4M
Vanguard Personalized Indexing Management, LLC 3.27% Add +11.4% 888,131 $171.6M
Alphinity Investment Management Pty Ltd 1.23% Add +10.7% 863,805 $166.9M
Yarbrough Capital, LLC 6.92% Reduce -50.0% 863,347 $166.8M
Pinnacle Financial Partners Inc 3.57% Add +0.2% 900,670 $166.8M
Strategy Capital LLC 16.31% Add +0.6% 859,246 $166.0M
Regions Financial Corp. 1.26% Reduce -2.8% 856,508 $165.5M
AE Wealth Management LLC 1.66% Add +15.9% 856,074 $165.4M
Elo Mutual Pension Insurance Co 3.87% Add +0.6% 855,044 $165.2M
Squarepoint Ops LLC 0.61% Reduce -24.5% 842,520 $162.8M
Financial Counselors Inc. 2.61% Add +2.2% 840,351 $162.4M
Crestwood Advisors Group, LLC 3.36% Add +6.4% 839,745 $162.3M
Advisors Asset Management, Inc. 3.16% Reduce -1.9% 839,202 $162.2M
Louisiana State Employees Retirement System 3.12% Reduce -1.1% 838,200 $162.0M
Walleye Trading LLC 3.13% Add +32.9% 821,865 $158.8M
Lido Advisors, LLC 1.31% Add +10.1% 819,486 $158.4M
Tocqueville Asset Management L.P. 2.61% Reduce -4.6% 817,853 $158.0M
Tiaa Trust, National Association 0.49% Add +4.2% 816,632 $157.8M
Moore Capital Management, LP 3.57% Reduce -59.9% 814,547 $157.4M
BI Asset Management Fondsmaeglerselskab A/S 2.56% Add +51.4% 810,269 $156.6M
Kinetic Partners Management, LP 11.36% Add +25.8% 807,957 $156.1M
Railway Pension Investments Ltd 1.86% Reduce -18.6% 806,400 $155.8M
MBB Public Markets I LLC 3.21% Add +793.4% 804,500 $155.5M
Quadrature Capital Ltd 2.57% Add +73.8% 792,719 $153.3M
Nellore Capital Management LLC 23.07% Add +1.7% 791,326 $152.9M
Oregon Public Employees Retirement Fund 3.01% Add +0.7% 786,676 $152.0M
Atreides Management 4.95% Reduce -4.8% 783,594 $151.4M
ANTIPODES PARTNERS Ltd 5.49% Reduce -6.2% 782,196 $151.2M
UMB Bank, n.a. 2.48% Reduce -0.2% 781,794 $151.1M
Prudential PLC 1.05% Add +9.5% 781,596 $151.0M
Investment Management Corp of Ontario 4.07% Reduce -15.7% 778,748 $150.5M
Avala Global LP 10.94% Reduce -2.5% 777,703 $150.3M
Peregrine Capital Management LLC 4.37% Reduce -1.4% 773,953 $149.6M
Bartlett & Co. Wealth Management LLC 2.27% Add +1.7% 773,154 $149.4M
Gulf International Bank (UK) Ltd 3.75% Reduce -2.5% 769,065 $148.6M
Bollard Group LLC 4.18% Add +1.0% 766,893 $148.2M
Hantz Financial Services, Inc. 2.85% Reduce -8.2% 765,939 $148.0M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 6.24% Add +5.5% 765,009 $147.8M
Ruffer LLP 6.35% Add +15.4% 764,248 $147.8M
Meitav Investment House Ltd. 2.62% Add +3.8% 761,144 $147.3M
Nicholas Company, Inc. 2.44% No change 758,465 $146.6M
Kodai Capital Management LP 2.78% Add +66.0% 754,659 $145.8M
Capital Group Private Client Services, Inc. 1.45% Add +0.0% 751,877 $145.3M
Bradley Foster & Sargent Inc. 2.61% Add +6.1% 748,514 $144.7M
Commerzbank Aktiengesellschaft 4.75% Reduce -1.5% 744,637 $143.9M
O'shaughnessy Asset Management, LLC 1.48% Add +14.9% 740,604 $143.1M
J. Safra Sarasin Holding AG 2.60% — 738,089 $142.5M
Walleye Capital LLC 1.62% Reduce -9.6% 728,146 $140.7M
Madison Asset Management, LLC 1.74% Reduce -0.5% 727,619 $140.6M
Maryland State Retirement & Pension System 2.58% Add +2.8% 724,186 $139.9M
Riverbridge Partners LLC 1.89% Reduce -1.8% 719,515 $139.0M
Atria Wealth Solutions, Inc. 1.53% Add +0.8% 715,179 $138.2M
Silvant Capital Management LLC 6.12% Reduce -0.2% 713,505 $137.9M
Ofi Invest Asset Management 3.65% Add +3.5% 762,251 $137.4M
Shelton Capital Management 3.75% Add +0.3% 709,320 $137.1M
Mizuho Securities USA LLC 3.02% New 706,103 $136.5M
Belvedere Trading LLC 7.18% Reduce -12.8% 702,596 $135.8M
Gabelli Funds LLC 1.04% Add +0.3% 701,533 $135.6M
Gladstone Capital Management LLP 11.96% Add +80.7% 700,416 $135.4M
Fernbridge Capital Management LP 8.97% Add +22.4% 698,553 $135.0M
Castle Hook Partners LP 4.63% Add +124.4% 693,003 $133.9M
Capital Fund Management S.A. 1.52% Add +32.8% 691,662 $133.7M
Chicago Capital, LLC 3.97% Add +6.0% 691,270 $133.6M
Kentucky Retirement Systems 3.86% Reduce -0.6% 690,101 $133.4M
Groupama Asset Managment 1.82% Add +12.4% 689,635 $133.3M
Adams Diversified Equity Fund, Inc. 4.51% No change 684,600 $132.3M
Cowen and Company, LLC 3.67% Add +5656.4% 679,086 $131.2M
Capital Advisors Inc. 2.70% Add +5.8% 676,519 $130.7M
Cercano Management LLC 3.43% Add +14.9% 665,357 $128.6M
Quantinno Capital Management LP 2.30% Add +16.0% 662,362 $128.0M
Crake Asset Management LLP 10.11% Add +7.2% 656,500 $126.9M
Scopus Asset Management, L.P. 3.96% Reduce -3.0% 655,000 $126.6M
Soma Equity Partners LP 7.27% Reduce -3.7% 653,938 $126.4M
Mane Global Capital Management LP 8.86% Reduce -2.2% 653,278 $126.2M
Senator Investment Group LP 6.13% Reduce -16.1% 650,000 $125.6M
Optiver Holding B.V. 2.41% Add +1948.5% 647,230 $125.1M
South Dakota Investment Council 2.56% Reduce -0.8% 646,865 $125.0M
Kestra Private Wealth Services, LLC 2.48% Add +14.4% 641,149 $123.9M
Interval Partners, LP 3.63% Add +59.7% 640,477 $123.8M
D.A. Davidson & Co. 1.10% Add +3.6% 639,067 $123.5M
Kensico Capital Management Corp. 3.85% Add +26.1% 636,900 $123.1M
Oppenheimer & Co. Inc. 1.94% Add +8.8% 632,593 $122.2M
Patient Capital Management, LLC 6.48% Reduce -1.9% 631,697 $122.1M
Greenbrier Partners Capital Management, LLC 10.03% No change 629,003 $121.6M
Illinois Municipal Retirement Fund 1.84% Add +2.1% 627,201 $121.2M
Country Trust Bank 3.06% Add +0.7% 626,941 $121.2M
Delta Global Management LP 7.98% Add +8.6% 620,919 $120.0M
Locust Wood Capital Advisers, LLC 4.42% Add +8.0% 619,778 $119.8M
Jones Financial Companies LLLP 0.14% Add +119.2% 617,494 $119.3M
Badgley Phelps Wealth Managers, LLC 2.93% Add +1.0% 613,548 $118.6M
Cohen Klingenstein LLC 4.30% No change 612,600 $118.4M
Avantax Advisory Services, Inc. 0.84% Add +51.3% 610,087 $117.9M
Fiduciary Trust Co 1.76% Reduce -1.7% 607,927 $117.5M
Edmond DE Rothschild Holding S.A. 2.02% Reduce -3.3% 607,881 $117.5M
Barton Investment Management 15.62% Reduce -11.1% 607,746 $117.4M
Fullerton Fund Management Co Ltd. 5.24% Add +1.4% 604,495 $116.8M
Crossmark Global Holdings, Inc. 2.25% Add +1.1% 603,420 $116.6M
Prio Wealth Limited Partnership 3.47% Reduce -5.6% 601,336 $116.2M
Employees Provident Fund Board 1.86% Add +9.1% 600,000 $116.0M
Oak Associates Ltd. 7.66% Reduce -0.5% 597,683 $115.5M
Ethic Inc. 2.70% Add +4.5% 596,852 $115.3M
Beacon Pointe Advisors, LLC 1.36% Reduce -4.5% 593,502 $114.7M
Johnson Investment Counsel Inc. 1.21% Add +62.1% 592,364 $114.5M
Atria Investments, Inc 1.48% Reduce -4.0% 592,066 $114.4M
Newbrook Capital Advisors LP 16.81% Add +0.7% 591,374 $114.3M
Motley Fool Wealth Management, LLC 5.82% Reduce -2.4% 587,950 $114.3M
James Hambro & Partners LLP 5.30% Add +2.0% 589,671 $114.0M
SpiderRock Advisors, LLC 3.00% Add +103.3% 589,581 $113.9M
McDonald Capital Investors Inc. 7.11% Reduce -1.3% 588,560 $113.7M
Hartford Investment Management Co. 3.89% Reduce -0.7% 586,635 $113.4M
Davis R M Inc. 2.29% Add +1.4% 584,110 $112.9M
Nomura Holdings Inc. 0.73% Add +192.9% 583,659 $112.8M
Ferguson Wellman Capital Management, Inc. 2.28% Add +13.3% 581,546 $112.4M
Handelsbanken Fonder AB 0.49% Reduce -7.0% 578,700 $111.8M
Cannell & Spears LLC 2.32% Reduce -1.1% 578,011 $111.7M
Kayne Anderson Rudnick Investment Management LLC 0.27% Reduce -4.4% 577,815 $111.7M
Nippon Life Global Investors Americas, Inc. 4.86% Add +6.8% 571,930 $110.5M
Hoey Investments, Inc. 21.09% Add +6.1% 570,673 $110.3M
Harel Insurance Investments & Financial Services Ltd. 2.06% Add +63.9% 566,295 $109.5M
Cypress Funds LLC 14.69% Reduce -13.2% 566,533 $109.5M
Castleark Management LLC 4.45% Add +11.4% 563,597 $108.9M
Independent Advisor Alliance 3.73% Add +1.7% 563,284 $108.9M
Birch Hill Investment Advisors LLC 5.25% Reduce -0.3% 561,818 $108.6M
Orion Porfolio Solutions, LLC 1.14% Add +0.1% 559,614 $108.1M
Orion Portfolio Solutions, LLC 1.14% Add +0.1% 559,614 $108.1M
Northeast Investment Management 5.09% Reduce -0.6% 559,601 $108.1M
Glenview Trust Co 2.15% Add +1.6% 553,031 $106.9M
Crow's Nest Holdings LP 23.90% Reduce -3.5% 550,000 $106.3M
Envestnet Portfolio Solutions, Inc. 0.37% Add +5.6% 548,166 $105.9M
Busey Bank 3.62% Add +1.4% 547,635 $105.8M
Davidson Kempner Capital Management LP 2.44% Add +4.7% 545,000 $105.4M
Mediolanum International Funds Ltd 1.72% Add +2.3% 568,809 $105.1M
Triple Frond Partners LLC 12.29% No change 541,901 $104.7M
Stratos Wealth Partners, LTD. 1.70% Add +2.4% 541,851 $104.7M
Whittier Trust Co. of Nevada Inc. 2.91% Add +0.6% 541,645 $104.7M
Sapient Capital LLC 2.17% Add +0.4% 538,657 $104.1M
HM Payson & Co. 1.89% Add +79.1% 537,663 $103.9M
Peapack Gladstone Financial Corp. 1.59% Add +0.5% 536,314 $103.6M
Traynor Capital Management, Inc. 8.76% Add +0.8% 535,029 $103.4M
Palestra Capital Management LLC 4.08% Reduce -9.8% 534,405 $103.3M
Schonfeld Strategic Advisors LLC 0.79% Reduce -40.6% 530,021 $102.4M
United Capital Financial Advisors, LLC 0.88% Reduce -3.1% 527,778 $102.0M
Securian Asset Management, Inc. 2.97% Reduce -2.2% 526,584 $101.8M
Flputnam Investment Management Co. 1.91% Add +7.1% 526,207 $101.7M
Select Equity Group, L.P. 0.40% Add +2.0% 524,754 $101.4M
Braun Stacey Associates Inc. 3.93% Add +2.3% 524,412 $101.3M
Associated Banc-Corp 3.15% Add +0.9% 523,828 $101.2M
Teewinot Capital Advisers, L.L.C. 9.95% Add +52.5% 521,832 $100.8M
Corvex Management LP 4.72% No change 517,629 $100.0M
Stonegate Investment Group, LLC 2.88% Add +3.2% 514,832 $99.5M
Advisory Services Network, LLC 2.04% Add +0.8% 511,650 $98.9M
Metis Global Partners, LLC 3.37% Add +1.1% 507,873 $98.1M
Covea Finance 4.49% Add +33.7% 506,689 $97.9M
Allianz SE 2.87% Reduce -0.0% 505,824 $97.8M
Aristotle Atlantic Partners, LLC 3.13% Reduce -8.6% 500,663 $96.8M
MKP Capital Management, L.L.C. 8.24% New 500,000 $96.6M
Perpetual Ltd 1.05% Reduce -22.2% 499,988 $96.6M
Pinnacle Associates Ltd. 1.51% Add +1.0% 497,793 $96.2M
Welch & Forbes LLC 1.28% Add +5.5% 487,664 $96.1M
Mar Vista Investment Partners LLC 4.71% Reduce -27.8% 495,394 $95.7M
Davidson Investment Advisors 4.91% Reduce -0.3% 494,056 $95.5M
Stephens Inc. 1.45% Add +1.5% 493,149 $95.3M
Bokf, NA 1.71% Add +3.9% 493,137 $95.3M
NEOS Investment Management LLC 3.90% Add +35.4% 489,412 $94.6M
Prime Capital Investment Advisors, LLC 1.39% Reduce -8.2% 486,525 $94.0M
Mondrian Investment Partners LTD 1.44% Reduce -10.7% 501,778 $93.8M
Salem Investment Counselors Inc. 3.02% Add +2.2% 484,659 $93.7M
Greenlea Lane Capital Management, LLC 25.52% No change 483,850 $93.5M
CloudAlpha Capital Management Limited/Hong Kong 13.30% Add +39.6% 483,712 $93.5M
Hosking Partners LLP 3.46% Add +19.1% 483,553 $93.4M
B. Riley Wealth Advisors, Inc. 2.37% Reduce -7.2% 481,044 $93.0M
Cornerstone Advisors, LLC 3.76% Reduce -0.1% 478,700 $92.5M
LBP Am SA 3.79% Reduce -0.9% 477,102 $92.2M
Greenleaf Trust 0.87% Add +1.3% 476,111 $92.0M
Contrarius Investment Management Ltd 5.74% Add +10.0% 474,936 $91.8M
Quantitative Investment Management, LLC 10.00% New 474,930 $91.8M
OVERSEA-CHINESE BANKING Corp Ltd 2.75% Reduce -7.4% 472,871 $91.4M
Alpha Cubed Investments, LLC 4.36% Add +3.3% 472,778 $91.4M
Rakuten Investment Management, Inc. 0.60% Add +60.6% 458,978 $90.8M
Wedbush Securities Inc. 3.24% Add +2.7% 468,400 $90.5M
New Mexico Educational Retirement Board 3.12% Add +0.8% 461,800 $89.2M
MassMutual Private Wealth & Trust, FSB 2.70% Add +4.5% 460,510 $89.0M
Profund Advisors LLC 3.30% Reduce -6.7% 460,198 $88.9M
I.G.Y. Ltd 40.40% Reduce -1.5% 460,143 $88.9M
Avenir Corp. 8.59% Reduce -10.6% 457,809 $88.5M
Curi Capital, LLC 2.11% Reduce -2.0% 453,887 $87.7M
Daiichi Life Insurance Co., Ltd. 2.13% Reduce -1.6% 453,266 $87.6M
NS Partners Ltd 3.97% Add +0.3% 452,879 $87.5M
Itau Unibanco Holding S.A. 3.57% Add +107.8% 452,109 $87.4M
Fishman Jay A Ltd. 9.17% Add +0.6% 450,256 $87.0M
TPG GP A, LLC 1.35% Reduce -2.5% 447,910 $86.6M
Tokio Marine Asset Management Co. Ltd. 4.12% Add +1.5% 445,282 $86.1M
ABN AMRO Bank N.V. 1.30% Add +5.1% 441,153 $86.0M
Barr E S & Co. 5.64% Reduce -0.5% 444,694 $85.9M
WT Asset Management Ltd 8.41% New 442,855 $85.6M
Perigon Wealth Management, LLC 2.48% Reduce -1.4% 441,964 $85.4M
Lansdowne Partners (uk) LLP 6.65% Reduce -30.5% 439,146 $84.9M
WASHINGTON TRUST Co 3.10% Reduce -3.3% 439,011 $84.8M
Great Lakes Advisors, LLC 0.75% Reduce -25.8% 438,320 $84.7M
Erste Asset Management GmbH 1.12% Add +5.3% 433,505 $84.7M
Candlestick Capital Management LP 3.25% Reduce -39.9% 437,810 $84.6M
F/m Investments LLC 3.04% Add +806.8% 434,917 $84.1M
SRB Corp. 4.97% No change 433,793 $83.8M
Summitry LLC 4.34% Reduce -2.0% 433,643 $83.8M
Kingsview Wealth Management, LLC 1.98% Add +4.2% 433,547 $83.8M
Carnegie Investment Counsel 2.61% Add +0.9% 433,240 $83.7M
Hancock Whitney Corp. 2.84% Reduce -0.9% 433,117 $83.7M
OAKMONT Corp 18.30% Add +20.3% 430,517 $83.2M
Advisors Capital Management, LLC 1.45% Add +3.5% 429,937 $83.1M
Generate Investment Management Ltd 6.00% Add +19.3% 427,162 $82.5M
Nan Shan Life Insurance Co., Ltd. 1.93% Reduce -20.8% 422,318 $81.6M
Ami Asset Management Corp. 4.37% Reduce -1.3% 419,355 $81.0M
Baader Bank Aktiengesellschaft 6.33% Reduce -1.8% 420,189 $80.9M
Chilton Capital Management LLC 3.60% Add +5.3% 414,952 $80.2M
Gradient Investments LLC 1.80% Add +5.4% 414,624 $80.1M
Savoie Capital LLC 10.34% No change 413,215 $79.9M
BNP Paribas 4.01% Add +2.4% 412,381 $79.7M
Mesirow Financial Investment Management, Inc. 1.79% Add +0.1% 411,792 $79.6M
Synovus Financial Corp. 1.05% Reduce -1.0% 411,248 $79.5M
Windward Capital Management Co. 6.67% Reduce -2.9% 409,986 $79.2M
Insight Holdings Group, LLC 2.75% Add +2.1% 409,900 $79.2M
Alta Capital Management LLC/ 4.98% Add +50.1% 409,814 $79.2M
Choate Investment Advisors 2.07% Add +5.4% 409,314 $79.1M
Citizens Financial Group Inc. 1.75% Add +82.0% 407,143 $78.7M
Clark Capital Management Group, Inc. 0.58% Add +5.8% 405,831 $78.4M
Klingenstein Fields & Co. LP 3.24% Reduce -0.1% 405,136 $78.3M
Verus Capital Partners, LLC 8.11% Reduce -1.1% 404,302 $78.2M
Fiera Capital Corp 0.24% Add +12.5% 401,113 $77.5M
Cubist Systematic Strategies, LLC 1.34% Reduce -22.4% 400,114 $77.3M
Jump Financial, LLC 1.58% Add +67.0% 399,220 $77.1M
Dakota Wealth Management 1.82% Add +3.5% 398,155 $76.9M
Atmos Capital Gestao DE Recursos Ltda. 10.73% Reduce -20.7% 396,056 $76.5M
Old National Bancorp 1.80% Reduce -0.7% 394,812 $76.3M
Vinva Investment Management Ltd 3.81% Add +7.8% 384,679 $76.1M
Motley Fool Asset Management LLC 4.99% Reduce -19.4% 382,124 $75.4M
Stock Yards Bank & Trust Co. 2.49% Reduce -3.3% 389,413 $75.3M
Logan Capital Management Inc. 3.23% Reduce -0.8% 387,465 $74.9M
First Foundation Advisors 2.86% Add +0.3% 386,921 $74.8M
Raymond James Trust N.A. 1.75% Add +5.2% 385,382 $74.5M
Blackstone Inc. 0.33% Add +6.9% 385,000 $74.4M
Bronte Capital Management Pty Ltd. 5.80% Reduce -3.9% 383,277 $74.1M
Equitable Holdings, Inc. 0.78% Add +5.9% 381,516 $73.7M
Dock Street Asset Management Inc. 10.14% Reduce -2.3% 375,193 $72.5M
Norinchukin Bank, The 2.06% Add +2.5% 373,727 $72.2M
Avalon Trust Co 5.70% Add +0.4% 372,938 $72.1M
Formuepleje A/S 3.98% New 372,667 $72.0M
Aureus Asset Management, LLC 5.03% Reduce -2.9% 372,622 $72.0M
Vestor Capital, LLC 5.78% Add +8.6% 371,088 $71.7M
MMBG Investment Advisors Co. 7.68% Reduce -7.7% 370,926 $71.7M
Snowden Capital Advisors LLC 2.15% Add +1.9% 369,670 $71.4M
PEAK6 Investments LLC 3.32% Reduce -8.6% 368,650 $71.2M
Sigma Planning Corp 2.26% Add +1.3% 368,612 $71.2M
Private Wealth Partners, LLC 5.35% Reduce -0.3% 368,315 $71.2M
Capital International, Inc. 0.95% Add +7.3% 367,787 $71.1M
OneDigital Investment Advisors LLC 0.89% Add +15.4% 367,170 $71.0M
SVB Wealth LLC 1.75% Reduce -9.1% 366,104 $70.7M
CENTRAL TRUST Co 1.73% Reduce -2.0% 365,225 $70.6M
Laird Norton Wetherby Wealth Management, LLC 3.33% Reduce -0.6% 365,059 $70.5M
Parallel Advisors, LLC 1.81% Add +7.2% 364,837 $70.5M
SteelPeak Wealth, LLC 3.33% Reduce -13.3% 363,978 $70.3M
Bowie Capital Management, LLC 4.59% Add +24.7% 362,150 $70.0M
Exchange Traded Concepts, LLC 1.78% Add +37.1% 362,011 $70.0M
Meeder Asset Management Inc. 4.90% Add +74.8% 361,882 $69.9M
Cookson Peirce & Co. Inc. 3.35% Add +198.6% 360,524 $69.7M
Integrated Wealth Concepts LLC 0.95% Reduce -7.5% 360,423 $69.7M
Brookstone Capital Management 1.15% Add +9.2% 370,062 $69.5M
Choreo, LLC 1.16% Add +196.4% 352,497 $69.4M
Auto-Owners Insurance Co 1.83% No change 358,300 $69.2M
Thomasville National Bank 5.53% Add +1.0% 357,453 $69.1M
Wesbanco Bank Inc. 2.58% Reduce -4.8% 357,441 $69.1M
Montanova Capital, LLC 2.81% Reduce -0.2% 356,268 $68.8M
Howard Capital Management Group, LLC 5.07% Reduce -0.5% 355,642 $68.7M
J. Stern & Co. LLP 8.18% Add +2.9% 355,500 $68.7M
Tran Capital Management, L.P. 7.92% Reduce -2.7% 353,463 $68.3M
HB Wealth Management, LLC 0.80% Add +21.6% 353,290 $68.3M
Aptus Capital Advisors, LLC 1.30% Add +15.7% 353,132 $68.2M
Freestone Capital Holdings, LLC 2.45% Add +3.4% 352,847 $68.2M
United American Securities Inc. (d/b/a UAS Asset Management) 16.30% Reduce -0.9% 352,133 $68.0M
Alberta Investment Management Corp 0.75% Reduce -31.9% 351,485 $67.9M
Spire Wealth Management 2.39% Reduce -5.0% 351,064 $67.8M
Ycg, LLC 5.53% Reduce -25.0% 350,702 $67.8M
Glenview Capital Management, LLC 1.43% Reduce -13.0% 350,429 $67.7M
GTS Securities LLC 1.40% Add +71.4% 349,887 $67.6M
PGGM Investments 0.97% Add +4.4% 349,715 $67.6M
Fort Pitt Capital Group, LLC 2.04% Add +1527.3% 348,481 $67.3M
Baldwin Wealth Partners LLC 5.21% Reduce -7.7% 346,195 $66.9M
Milestones Administradora de Recursos Ltda. 28.07% Add +42.7% 345,455 $66.8M
Meiji Yasuda Life Insurance Co 1.33% Reduce -4.7% 343,336 $66.3M
Mogy Joel R Investment Counsel Inc. 4.20% Add +0.9% 342,870 $66.3M
SCS Capital Management LLC 1.39% Add +0.0% 342,276 $66.1M
Public Investment Fund 0.37% New 341,161 $65.9M
Signature Estate & Investment Advisors LLC 1.65% Add +4.9% 340,628 $65.8M
Grace & Mercy Foundation, Inc. 14.87% Reduce -7.2% 340,100 $65.7M
KCM Investment Advisors LLC 2.36% Add +1.4% 338,250 $65.4M
LMCG Investments, LLC 3.80% Add +0.4% 337,956 $65.3M
Tudor Investment Corporation 0.73% Add +27.5% 336,407 $65.0M
Lionstone Capital Management LLC 16.51% No change 334,500 $64.6M
Community Trust & Investment Co. 4.40% Reduce -1.1% 333,536 $64.5M
Eastern Bank 2.59% Add +0.2% 332,437 $64.2M
Investment House LLC 3.66% Reduce -6.0% 332,353 $64.2M
Coldstream Capital Management Inc. 1.56% Add +1.6% 331,763 $64.1M
Great Valley Advisor Group, Inc. 1.79% Add +1.8% 331,088 $64.0M
Apollon Wealth Management, LLC 1.95% Add +1.4% 330,778 $63.9M
Buckingham Strategic Wealth, LLC 0.66% Reduce -0.1% 330,228 $63.8M
Maple Capital Management, Inc. 5.15% Add +3.4% 328,374 $63.5M
Osterweis Capital Management Inc. 4.15% Add +3.3% 328,168 $63.4M
Think Investments LP 12.94% Reduce -2.4% 325,275 $62.9M
Heritage Investors Management Corp. 2.19% Reduce -1.1% 325,154 $62.8M
Cartenna Capital, LP 4.91% Add +58.5% 325,000 $62.8M
Berkley W R Corp. 3.51% Add +63.6% 324,900 $62.8M
Destination Wealth Management 2.06% Reduce -4.6% 323,202 $62.5M
Henshaw Capital LLC 2.82% No change 323,174 $62.5M
Clarius Group, LLC 4.42% Reduce -4.1% 322,475 $62.3M
Meyer Handelman Co. 2.19% Add +0.7% 321,995 $62.2M
Criteria Caixa, S.A.U. 8.29% No change 321,285 $62.1M
Clearstead Advisors, LLC 1.05% Add +158.5% 318,973 $61.6M
Rheos Capital Works Inc. 3.23% Reduce -6.7% 318,800 $61.6M
Meiji Yasuda Asset Management Co Ltd. 2.50% Add +5.9% 317,914 $61.4M
Alta Park Capital, LP 8.05% Reduce -4.0% 317,474 $61.4M
Tikvah Management LLC 20.04% No change 317,080 $61.3M
Empirical Finance, LLC 3.82% Reduce -0.8% 316,288 $61.1M
HighPoint Advisor Group LLC 3.64% Add +20.8% 335,820 $61.0M
Gotham Asset Management 0.79% Add +4.1% 315,041 $60.9M
Iron Gate Global Advisors LLC 10.27% Add +0.5% 314,910 $60.9M
General Pension Society PZU Joint Stock Co 16.93% Reduce -0.3% 314,300 $60.7M
First Financial Bankshares Inc 1.38% Reduce -15.1% 312,597 $60.4M
Independent Financial Group, LLC 2.42% Add +6.7% 312,088 $60.3M
Florida Trust Wealth Management Co 2.06% Reduce -0.9% 311,836 $60.3M
Staley Capital Advisers Inc. 2.77% Reduce -0.0% 311,628 $60.2M
Martingale Asset Management L P 1.30% Add +7.8% 311,201 $60.1M
Park Presidio Capital LLC 14.67% Reduce -10.6% 310,530 $60.0M
Junto Capital Management LP 1.32% Reduce -36.3% 309,979 $59.9M
Simplicity Wealth,LLC 1.35% Reduce -1.5% 309,027 $59.7M
Diversify Advisory Services, LLC 3.26% Add +49.6% 298,770 $59.6M
Trust Co. of Vermont 3.23% Reduce -0.4% 308,083 $59.5M
Ancora Advisors LLC 1.47% Reduce -0.5% 308,006 $59.5M
Dana Investment Advisors, Inc. 1.98% Add +1.4% 303,005 $58.6M
Freshford Capital Management, LLC 11.02% Reduce -0.4% 302,900 $58.5M
Focus Financial Network, Inc. 2.49% Add +1.5% 310,657 $58.4M
Ameritas Investment Partners, Inc. 2.00% Reduce -0.5% 302,033 $58.4M
Honeycomb Asset Management LP 15.86% Add +100.0% 300,000 $58.0M
Zweig-DiMenna Associates LLC 6.58% Reduce -4.8% 299,784 $57.9M
HUB Investment Partners, LLC 2.78% Add +3.5% 298,718 $57.7M
Empire Life Investments Inc. 3.63% Add +1.4% 298,136 $57.6M
Picton Mahoney Asset Management 2.45% Add +3.0% 297,573 $57.5M
TOMS Capital Investment Management LP 4.27% Reduce -61.5% 297,057 $57.4M
Northeast Financial Consultants Inc 2.63% Add +11.3% 295,808 $57.2M
Daymark Wealth Partners, LLC 2.62% Add +18.5% 295,501 $57.1M
Bowen Hanes & Co. Inc. 1.58% Add +27.0% 295,398 $57.1M
Night Owl Capital Management, LLC 8.54% Reduce -4.9% 295,384 $57.1M
Kentucky Retirement Systems Insurance Trust Fund 3.87% Reduce -2.1% 295,377 $57.1M
Varenne Capital Partners 16.12% Add +10.7% 295,320 $57.1M
Harvest Fund Management Co., Ltd 4.11% Add +23.2% 293,908 $56.8M
Natixis Investment Managers International 4.23% Reduce -3.6% 293,670 $56.8M
Caxton Associates LP 2.22% Reduce -46.5% 293,602 $56.7M
Accredited Investors Inc. 3.54% Reduce -0.0% 293,373 $56.7M
NorthCrest Asset Manangement, LLC 1.88% Add +1.8% 293,331 $56.7M
Main Street Research LLC 3.74% Add +2.8% 293,198 $56.7M
Franklin Street Advisors Inc. 4.04% Add +5.3% 292,422 $56.5M
Avity Investment Management Inc. 4.56% Reduce -4.9% 292,343 $56.5M
FJ Investments, LLC 5.50% No change 292,141 $56.5M
Northwestern Mutual Investment Management Company, LLC 1.46% Add +0.5% 291,438 $56.3M
Soros Fund Management 1.75% Reduce -26.5% 290,854 $56.2M
First Long Island Investors, LLC 4.73% Reduce -3.1% 289,485 $55.9M
Dixon Mitchell Investment Counsel Inc. 2.80% Add +2.8% 286,060 $55.9M
Allworth Financial LP 0.36% Add +2.3% 304,327 $55.7M
Academy Capital Management 10.05% Reduce -0.3% 288,330 $55.7M
Baker Avenue Asset Management, LP 1.90% Reduce -19.0% 287,964 $55.6M
Lombard Odier Asset Management (Europe) Ltd 3.80% Add +37.7% 287,914 $55.6M
Calamos Wealth Management LLC 3.01% Add +2.0% 287,189 $55.5M
General American Investors Co. Inc. 3.93% No change 286,000 $55.3M
Keystone Investors Pte Ltd. 4.65% Add +48.1% 285,533 $55.2M
Obermeyer Wealth Partners 3.16% Add +1.2% 285,103 $55.1M
Kimelman & Baird, LLC 4.53% — 284,402 $55.0M
Valeo Financial Advisors, LLC 1.72% Add +0.2% 299,475 $54.9M
Circle Wealth Management, LLC 1.27% Add +2.5% 283,654 $54.8M
Oak Ridge Investments LLC 5.22% Add +4.5% 283,447 $54.8M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.82% Add +98.7% 283,125 $54.7M
Ironvine Capital Partners, LLC 5.99% Reduce -0.2% 282,823 $54.7M
Cambiar Investors LLC 2.13% Reduce -3.1% 282,268 $54.5M
Am Investment Strategies LLC 13.32% Add +1.0% 279,500 $54.0M
Cobblestone Capital Advisors LLC 3.33% Add +0.4% 279,417 $54.0M
Prospera Financial Services Inc 1.50% Add +28.7% 279,357 $54.0M
XN LP 2.58% Reduce -13.1% 279,259 $54.0M
Park Avenue Securities LLC 0.66% Add +8.6% 279,071 $53.9M
Ulysses Management LLC 12.89% No change 277,500 $53.6M
Vancity Investment Management Ltd 3.40% Add +97.9% 306,412 $53.6M
Gemsstock Ltd. 17.07% Add +94.4% 277,065 $53.5M
Miller Wealth Advisors, LLC 28.92% Reduce -4.6% 276,577 $53.4M
Vident Advisory, LLC 1.47% Add +31.9% 275,353 $53.2M
Fulton Breakefield Broenniman LLC 3.92% Add +0.6% 274,371 $53.0M
Bleakley Financial Group, LLC 1.53% Reduce -2.7% 274,063 $53.0M
JBF Capital, Inc. 8.13% No change 272,000 $52.6M
Twin Tree Management, LP 1.54% New 271,389 $52.4M
LM Advisors LLC 10.40% Reduce -4.8% 274,049 $52.2M
National Mutual Insurance Federation of Agricultural Cooperatives 0.52% No change 270,000 $52.2M
Middleton & Co. Inc. 6.03% Reduce -3.0% 268,771 $51.9M
Strategic Wealth Investment Group, LLC 6.54% — 262,285 $51.7M
Coronation Fund Managers Ltd. 2.98% Reduce -64.9% 267,377 $51.7M
Exencial Wealth Advisors, LLC 1.94% Reduce -5.0% 266,232 $51.4M
Tremblant Capital Group 5.86% Reduce -1.2% 266,152 $51.4M
Park West Asset Management LLC 4.00% Add +10.5% 264,600 $51.1M
Westpac Banking Corp. 4.04% Reduce -15.4% 263,685 $51.0M
Capital International Sarl 1.55% Add +18.2% 263,049 $50.8M
Wilkinson Global Asset Management LLC 3.18% Add +1.4% 262,983 $50.8M
Signaturefd, LLC 1.03% Add +0.6% 262,511 $50.7M
Talbot Financial, LLC 6.51% Reduce -1.4% 261,047 $50.4M
Bailard, Inc. 1.39% Reduce -0.3% 260,689 $50.4M
Greenoaks LLC 3.38% No change 260,000 $50.2M
Vestcor Inc 1.70% Add +1.4% 259,868 $50.2M
Diversified Trust Co. 1.42% Add +8.7% 259,822 $50.2M
United Services Automobile Association 1.27% Reduce -5.1% 258,769 $50.0M
Chartwell Investment Partners, LLC 1.75% Reduce -5.7% 258,284 $49.9M
Savant Capital, LLC 0.50% Add +1.5% 257,848 $49.8M
Sandy Spring Bank 2.19% Add +1.1% 256,682 $49.6M
Axxcess Wealth Management, LLC 1.35% Add +6.1% 255,484 $49.4M
Sowell Financial Services LLC 2.35% Add +3.0% 254,936 $49.3M
Chesley Taft & Associates LLC 2.46% Add +0.8% 254,296 $49.1M
Selkirk Management LLC 22.92% Reduce -4.5% 253,000 $48.9M
Headlands Technologies LLC 5.19% Add +3295.7% 252,948 $48.9M
J. Goldman & Co LP 1.82% Add +283.0% 252,874 $48.9M
Becker Capital Management Inc. 1.68% Reduce -1.1% 252,836 $48.9M
Weitz Investment Management, Inc. 2.56% Reduce -25.7% 252,500 $48.8M
Jag Capital Management, LLC 6.69% Reduce -1.0% 252,111 $48.7M
Taurus Asset Management, LLC 4.93% Reduce -1.2% 251,797 $48.7M
GW&K Investment Management, LLC 0.44% Reduce -0.8% 251,307 $48.6M
GCM Grosvenor Holdings, LLC 7.10% No change 250,794 $48.5M
Bornite Capital Management LP 7.96% No change 250,000 $48.3M
Telemark Asset Management, LLC 4.36% No change 250,000 $48.3M
Archon Partners LLC 6.19% No change 249,660 $48.2M
DE Burlo Group Inc. 6.48% Add +9.4% 249,605 $48.2M
First National Trust Co 1.99% Add +4.3% 249,599 $48.2M
Boston Family Office LLC 3.47% Reduce -1.1% 249,517 $48.2M
Eagle Asset Management Inc. 0.26% Add +10.2% 243,778 $48.1M
Westwood Holdings Group Inc. 0.40% Reduce -3.3% 248,733 $48.1M
First Trust Direct Indexing L.P. 2.97% Add +17.1% 248,479 $48.0M
IMC-Chicago, LLC 1.54% Reduce -36.5% 248,135 $48.0M
Abn Amro Investment Solutions 0.87% Add +16.1% 247,765 $47.9M
Hoffman, Alan N Investment Management 23.58% Reduce -0.8% 247,407 $47.8M
Foster Dykema Cabot & Partners, LLC 4.26% Add +1.1% 246,221 $47.6M
Douglas Lane & Associates, LLC 0.67% Add +0.3% 245,267 $47.4M
HughesLittle Investment Management Ltd. 10.39% No change 245,105 $47.4M
Livforsakringsbolaget Skandia, Omsesidigt 3.86% Add +3.1% 244,665 $47.3M
Concurrent Investment Advisors, LLC 1.56% Add +28.1% 244,650 $47.3M
Regal Partners Ltd 4.88% Reduce -7.8% 243,872 $47.1M
J. L. Bainbridge & Co., Inc. 4.69% Reduce -0.3% 242,807 $46.9M
Cortland Associates Inc. 5.93% Add +0.5% 242,563 $46.9M
Bedrijfstakpensioenfonds Voor DE Media Pno 6.00% No change 259,600 $46.8M
Principal Securities, Inc. 1.28% Add +12.2% 241,070 $46.6M
Pennant Investors, LP 12.66% Reduce -18.9% 240,000 $46.4M
Baskin Financial Services Inc. 3.97% Reduce -0.7% 239,737 $46.3M
Evergreen Capital Management LLC 1.67% Reduce -1.8% 239,290 $46.2M
Modera Wealth Management, LLC 0.68% Reduce -0.5% 239,237 $46.2M
Kornitzer Capital Management Inc. 0.88% Add +4.2% 239,233 $46.2M
Means Investment Co., Inc. 5.51% Add +1.0% 238,697 $46.1M
Ithaka Group LLC 8.50% Reduce -2.7% 238,416 $46.1M
Cornerstone Capital, Inc. 4.62% Reduce -3.3% 237,251 $45.8M
Clare Market Investments LLC 12.77% Add +5.8% 236,499 $45.7M
Columbus Hill Capital Management, L.P. 9.85% Add +3.6% 236,345 $45.7M
Smith Salley Wealth Management 3.27% Add +6.7% 235,717 $45.6M
Eagle Global Advisors LLC 2.40% Reduce -0.1% 235,094 $45.4M
First American Bank 3.40% Add +0.7% 235,087 $45.4M
Clearline Capital LP 3.96% Reduce -17.9% 234,401 $45.3M
Harbor Investment Advisory, LLC 4.71% Reduce -0.0% 299,587 $45.1M
Parsons Capital Management Inc. 3.07% Reduce -0.4% 232,930 $45.0M
Weatherly Asset Management L. P. 4.11% Reduce -0.5% 232,477 $44.9M
Hemenway Trust Co LLC 3.83% Reduce -0.3% 231,816 $44.8M
Banque Cantonale Vaudoise 1.77% Reduce -25.6% 230,038 $44.5M
Merit Financial Group, LLC 0.98% Add +1.7% 229,211 $44.3M
Valiant Capital Management, L.P. 5.22% Reduce -14.2% 229,147 $44.3M
Petrus Trust Company, LTA 4.12% Reduce -0.2% 228,315 $44.1M
Level Four Advisory Services, LLC 1.99% Reduce -10.6% 227,832 $44.0M
Roffman Miller Associates Inc. 2.88% Add +3.5% 226,609 $43.8M
Gavilan Investment Partners LLC 13.89% No change 226,500 $43.8M
CW Advisors, LLC 0.69% Add +24.4% 225,885 $43.7M
Systematic Alpha Investments, LLC 1.66% No change 225,500 $43.6M
Central Securities Corp 4.28% No change 225,000 $43.5M
WS Management LLLP 4.08% Add +25.7% 224,980 $43.5M
Washington Trust Advisors, Inc. 3.98% Reduce -2.5% 224,272 $43.3M
Owl Creek Asset Management, L.P. 7.73% Reduce -16.5% 222,981 $43.1M
MayTech Global Investments, LLC 6.45% Add +1.8% 222,873 $43.1M
Elite Wealth Management, Inc. 9.40% Reduce -0.1% 222,761 $43.0M
Argent Trust Co 1.89% Add +2.6% 222,134 $42.9M
Pallas Capital Advisors LLC 1.93% Add +1.5% 233,579 $42.9M
YHB Investment Advisors, Inc. 3.68% Reduce -0.6% 221,479 $42.8M
Lombard Odier Asset Management (Switzerland) SA 4.35% Reduce -3.9% 221,193 $42.7M
Wolverine Trading, LLC 0.70% Reduce -93.3% 220,857 $42.7M
Azimuth Capital Investment Management LLC 1.73% Reduce -1.5% 220,453 $42.6M
Dupont Capital Management Corp. 3.71% Reduce -3.4% 220,264 $42.6M
Aljian Capital Management, LLC 14.09% Reduce -0.7% 219,755 $42.5M
Maxi Investments CY Ltd 9.50% Add +86.8% 218,837 $42.3M
BIT Capital GmbH 3.84% Reduce -3.3% 218,589 $42.2M
Rollins Financial Advisors, LLC 7.24% Reduce -0.8% 218,073 $42.1M
Moody LYNN Lieberson & Walker, LLC 2.76% Add +3.6% 217,892 $42.1M
Sit Investment Associates Inc. 0.96% Add +6.4% 216,371 $41.8M
Summit Financial, LLC 1.90% Add +30.3% 214,957 $41.5M
WestEnd Advisors, LLC 1.07% Reduce -21.9% 214,568 $41.5M
Renaissance Group LLC 1.62% Reduce -4.9% 214,282 $41.4M
Lighthouse Investment Partners, LLC 2.31% Add +255.6% 214,230 $41.4M
Mark Asset Management LP 5.44% Add +0.1% 212,884 $41.1M
Granite Investment Partners, LLC 1.70% Reduce -0.5% 212,465 $41.1M
Baltimore-Washington Financial Advisors, Inc. 2.41% Add +5.9% 211,615 $40.9M
Silvercrest Asset Management Group LLC 0.28% Add +0.4% 211,004 $40.8M
Himension Capital (singapore) Pte. LTD. 2.89% Add +404.1% 210,955 $40.8M
Thoroughbred Financial Services, LLC 2.72% Add +31.4% 210,596 $40.7M
DDD Partners, LLC 4.72% Add +0.7% 210,570 $40.7M
Jia Investment Alliance Pte. LTD. 4.33% New 210,050 $40.6M
Plato Investment Management Ltd 3.77% Add +5.9% 209,409 $40.5M
Noked Israel Ltd 11.16% Add +71.2% 209,200 $40.4M
American National Bank & Trust 5.02% Add +3.0% 208,665 $40.3M
Composition Wealth, LLC 0.98% Add +1.5% 208,507 $40.3M
Horiko Capital Management LLC 11.44% Add +3.9% 206,938 $40.2M
Quest Investment Management LLC 4.45% Reduce -4.0% 208,080 $40.2M
Callahan Advisors, LLC 4.14% Add +2.7% 206,272 $39.9M
Trexquant Investment LP 0.61% Add +47.6% 205,933 $39.8M
Titan Global Capital Management USA LLC 6.34% Reduce -1.2% 205,903 $39.8M
GAM Holding AG 3.04% Add +6.5% 205,139 $39.6M
North Star Asset Management Inc. 1.87% Add +1.0% 203,760 $39.4M
Mission Wealth Management, LP 1.07% Add +29.4% 203,758 $39.4M
Stonebridge Capital Advisors LLC 3.45% Add +0.6% 202,881 $39.2M
Solel Partners LP 6.59% No change 202,470 $39.1M
CORDA Investment Management, LLC. 3.18% Reduce -1.6% 202,453 $39.1M
Pittenger & Anderson Inc. 1.61% Add +0.1% 202,192 $39.1M
Moors & Cabot, Inc. 2.08% Add +1.9% 201,938 $39.0M
Capital Investment Advisors, LLC 0.88% Add +9.8% 201,863 $39.0M
Norris Perne & French LLP 2.83% Reduce -0.2% 201,611 $39.0M
Adell Harriman & Carpenter Inc. 3.01% Add +4.3% 201,569 $39.0M
IHT Wealth Management, LLC 1.45% Add +2.8% 201,565 $38.9M
Symmetry Investments LP 4.87% Reduce -7.5% 201,368 $38.9M
NZS Capital, LLC 1.59% Add +2.3% 200,745 $38.8M
Nixon Peabody Trust Co. 3.44% Reduce -6.6% 200,115 $38.7M
NewEdge Wealth, LLC 0.84% Reduce -9.2% 199,977 $38.6M
First Citizens Bank & Trust Co. 0.73% Add +7.9% 199,262 $38.5M
Sawgrass Asset Management LLC 4.17% Reduce -2.2% 199,216 $38.5M
Act Two Investors LLC 7.61% Add +1.9% 198,925 $38.4M
ARS Investment Partners, LLC 3.67% Reduce -0.0% 198,727 $38.4M
Beach Investment Counsel Inc. 4.73% Reduce -0.1% 198,691 $38.4M
Fairview Capital Investment Management, LLC 2.15% Reduce -0.3% 197,928 $38.2M
Mill Capital Management, LLC 3.16% Add +0.7% 197,730 $38.2M
Richard Bernstein Advisors LLC 0.85% Add +1.1% 197,700 $38.2M
Boston Financial Mangement LLC 1.22% Add +0.5% 197,587 $38.2M
Narwhal Capital Management 3.61% Add +2.7% 197,582 $38.2M
Albion Financial Group 2.86% Add +0.6% 196,282 $37.9M
Appleton Partners Inc. 2.92% Reduce -0.2% 196,004 $37.9M
Cary Street Partners Investment Advisory LLC 1.52% Add +5.8% 195,556 $37.8M
TCTC Holdings, LLC 1.30% Reduce -0.6% 195,238 $37.7M
Knollwood Investment Advisory, LLC 4.18% Add +0.6% 194,657 $37.6M
Capital International Ltd. 1.73% Add +8.0% 194,080 $37.5M
Ritholtz Wealth Management 1.23% Add +2.2% 193,026 $37.3M
Anderson Hoagland & Co. 3.90% Reduce -6.3% 186,373 $37.2M
Woodline Partners LP 0.36% Reduce -66.4% 191,836 $37.1M
Deltec Asset Management LLC 7.09% Reduce -2.0% 191,824 $37.1M
Clough Capital Partners L P 4.03% Reduce -11.1% 190,767 $36.9M
Trybe Capital Management LP 11.67% No change 190,660 $36.8M
DRW Securities, LLC 2.25% Add +23.7% 190,293 $36.8M
Nichols & Pratt Advisers LLP 2.48% Reduce -0.3% 189,652 $36.7M
Harspring Capital Management, LLC 9.26% Reduce -9.6% 189,200 $36.6M
Annex Advisory Services, LLC 1.28% Add +9.3% 188,668 $36.5M
Simplex Trading, LLC 1.17% New 188,667 $36.5M
J.W. Cole Advisors, Inc. 1.71% Add +6.6% 188,391 $36.4M
Venture Visionary Partners LLC 1.70% Add +6.6% 187,992 $36.3M
Benjamin F. Edwards & Company, Inc. 0.64% Add +7.3% 187,509 $36.2M
Montag A & Associates Inc. 1.83% Reduce -2.3% 187,000 $36.1M
Mutual Advisors, LLC 1.09% Add +1.5% 196,672 $36.0M
International Assets Investment Management, LLC 3.39% Add +4.3% 186,384 $36.0M
Hyman Charles D 2.00% Add +65.9% 186,035 $36.0M
Teamwork Financial Advisors, LLC 5.31% Add +4.8% 185,446 $35.8M
&partners 1.56% Add +225.5% 184,866 $35.7M
Wilmington Savings Fund Society, FSB 1.37% Add +4.2% 184,635 $35.7M
Empowered Funds, LLC 0.62% Reduce -0.6% 184,011 $35.6M
Flagship Harbor Advisors, LLC 2.14% Reduce -1.5% 183,914 $35.5M
Park National Corp. 1.31% Add +1.3% 183,182 $35.4M
Bristlecone Advisors, LLC 3.01% Add +0.4% 183,107 $35.4M
TruWealth Advisors, LLC 2.35% Add +0.5% 183,093 $35.4M
Liontrust Investment Partners LLP 0.50% Reduce -6.8% 188,675 $35.3M
Ingalls & Snyder LLC 1.53% Add +1.7% 182,386 $35.2M
Amica Mutual Insurance Co. 3.48% No change 181,453 $35.1M
Procyon Advisors, LLC 2.59% Add +0.8% 181,127 $35.0M
Cumberland Partners Ltd 2.54% Reduce -0.2% 180,426 $34.9M
Forbes J M & Co. LLP 3.57% Add +1.6% 180,346 $34.9M
Edgemoor Investment Advisors, Inc. 3.27% Add +2.2% 180,078 $34.8M
Nwi Management LP 4.47% Add +620.0% 180,000 $34.8M
Hardman Johnston Global Advisors LLC 1.34% Reduce -38.9% 179,810 $34.7M
Chescapmanager LLC 5.48% Reduce -5.3% 179,500 $34.7M
China Universal Asset Management Co., Ltd. 4.88% Reduce -1.9% 178,851 $34.6M
First American Trust, FSB 3.46% Add +4.4% 178,547 $34.5M
Guinness Asset Management LTD 0.71% Add +3.8% 177,812 $34.4M
Clifford Swan Investment Counsel LLC 1.28% Add +0.6% 177,643 $34.3M
Dynamic Advisor Solutions LLC 1.08% Add +13.7% 177,606 $34.3M
LGT Fund Management Co Ltd. 4.28% Add +382.7% 177,599 $34.3M
GYL Financial Synergies, LLC 2.64% Add +3.1% 176,675 $34.1M
Venator Management LLC 10.26% Reduce -4.8% 175,600 $33.9M
Cyndeo Wealth Partners, LLC 2.66% Add +2.5% 175,441 $33.9M
United Asset Strategies, Inc. 3.34% Add +8.1% 175,356 $33.9M
Roundview Capital LLC 2.66% Add +2.0% 174,835 $33.8M
Tritonpoint Wealth, LLC 3.24% Reduce -2.2% 174,155 $33.7M
Beese Fulmer Investment Management, Inc. 3.06% Add +3.9% 173,737 $33.6M
Two Sigma Securities, LLC 1.60% Reduce -63.3% 173,510 $33.5M
Burney Co./ 1.28% Reduce -10.2% 173,431 $33.5M
BRX Global LP 24.52% No change 172,582 $33.4M
Manchester Global Management (UK) Ltd 5.84% Reduce -27.4% 172,028 $33.2M
Moneta Group Investment Advisors LLC 0.53% Add +15.0% 171,863 $33.2M
Meritage Portfolio Management 2.09% Reduce -1.2% 171,615 $33.2M
Insigneo Advisory Services, LLC 3.73% Reduce -4.8% 205,371 $33.1M
KMG Fiduciary Partners, LLC 3.25% Add +0.3% 171,052 $33.1M
Northwest & Ethical Investments L.P. 0.95% Add +0.7% 170,952 $33.0M
Private Advisory Group LLC 4.33% Reduce -14.4% 170,600 $33.0M
First National Bank of Omaha 2.16% Add +18.3% 169,775 $32.8M
Lockheed Martin Investment Management Co. 1.90% Add +2.7% 169,400 $32.7M
Highland Capital Management, LLC 1.93% Reduce -6.8% 169,301 $32.7M
Trajan Wealth LLC 2.09% Add +6.1% 168,448 $32.6M
Fifth Third Wealth Advisors LLC 2.47% Add +123.5% 168,309 $32.5M
Foundations Investment Advisors, LLC 0.79% Add +8.2% 168,202 $32.5M
Beaumont Financial Advisors, LLC 2.60% Reduce -0.8% 168,114 $32.5M
Frank, Rimerman Advisors LLC 2.30% Add +1692.8% 168,004 $32.5M
Arkadios Wealth Advisors 2.19% Reduce -0.6% 167,680 $32.4M
Governors Lane LP 5.09% Add +87.9% 165,700 $32.0M
SouthState Bank Corp 2.33% Add +0.5% 164,874 $31.9M
Lee Danner & Bass Inc. 2.45% — 164,763 $31.8M
Trinity Street Asset Management LLP 2.81% Add +1.3% 164,697 $31.8M
Amova Asset Management Americas, Inc. 0.37% Add +29.4% 164,554 $31.8M
Rwa Wealth Partners, LLC 0.42% Add +2.7% 164,037 $31.7M
Reynders McVeigh Capital Management, LLC 1.80% Add +2.6% 163,982 $31.7M
Concentric Capital Strategies, LP 1.98% Add +29.7% 163,520 $31.6M
AIA Group Ltd 0.92% Add +13.8% 163,206 $31.5M
M&G PLC 0.22% Add +11.3% 162,932 $31.4M
Auxano Advisors, LLC 8.68% Add +0.6% 162,536 $31.4M
Pitcairn Co. 1.91% Add +8.4% 161,735 $31.3M
Blue Grotto Capital, LLC 6.23% Add +60.5% 160,529 $31.0M
Tybourne Capital Management (hk) Ltd. 6.30% Reduce -16.9% 160,232 $31.0M
Hoylecohen, LLC 2.34% Reduce -4.8% 160,214 $31.0M
FineMark National Bank & Trust 1.14% Add +1.6% 160,055 $30.9M
Integrated Advisors Network LLC 1.59% Add +11.0% 160,034 $30.9M
Saraza Management, LP 10.29% Reduce -8.6% 160,000 $30.9M
Atika Capital Management LLC 3.58% Add +15.1% 160,000 $30.9M
FRG Family Wealth Advisors LLC 5.98% Add +0.1% 190,692 $30.9M
Tamar Securities, LLC 5.00% Add +4.7% 159,370 $30.8M
U.S. Capital Wealth Advisors, LLC 1.18% Reduce -1.3% 159,180 $30.8M
EULAV Asset Management 0.83% Reduce -1.2% 159,044 $30.7M
Andra AP-fonden 0.52% Add +29.4% 158,900 $30.7M
Lowe Brockenbrough & Co. Inc. 2.04% Reduce -0.5% 158,853 $30.7M
Praxis Investment Management Inc. 2.12% No change 175,000 $30.6M
Cullinan Associates Inc. 1.73% Reduce -4.2% 158,377 $30.6M
RiverFront Investment Group, LLC 0.82% Add +11.2% 158,157 $30.6M
Petredis Investment Advisors LLC 3.41% Reduce -0.3% 157,772 $30.5M
BLB&B Advisors, LLC 1.67% Reduce -2.2% 157,762 $30.5M
Hartline Investment Corp./ 4.09% Add +84.4% 157,644 $30.5M
Lyell Wealth Management, LP 2.91% Add +3.6% 157,502 $30.4M
Principle Wealth Partners LLC 2.32% Reduce -0.4% 157,419 $30.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.91% Reduce -0.9% 156,793 $30.3M
Meeder Advisory Services, Inc. 2.14% Add +36.3% 156,616 $30.3M
Wealthspire Advisors, LLC 0.39% Add +11.5% 156,018 $30.2M
First Horizon Advisors, Inc. 0.92% Reduce -0.6% 155,929 $30.1M
Gerber Kawasaki Wealth & Investment Management 1.51% Add +5.4% 155,747 $30.1M
Pictet North America Advisors SA 3.26% Add +3.5% 155,423 $30.0M
Harbor Advisors LLC 5.49% Add +0.7% 155,000 $30.0M
Sumitomo Life Insurance Co. 0.69% Reduce -4.3% 168,004 $29.9M
Centaurus Financial, Inc. 1.99% Add +63.3% 154,607 $29.9M
ARS Wealth Advisors Group, LLC 3.87% Reduce -3.3% 154,479 $29.9M
Dash Acquisitions Inc. 8.16% Add +9.9% 158,812 $29.8M
Gladstone Institutional Advisory LLC 1.55% Add +4.5% 154,216 $29.8M
Ontario Teachers Pension Plan Board 0.30% Add +0.7% 153,985 $29.8M
Waycross Partners, LLC 4.56% Add +13.7% 153,648 $29.7M
AMS Capital Ltda 6.19% Add +1.9% 153,245 $29.6M
Hamilton Capital Partners Inc. 3.17% Add +11.9% 153,242 $29.6M
NorthRock Partners, LLC 1.11% Add +3.9% 153,220 $29.6M
Global Retirement Partners, LLC 0.93% Add +39.7% 153,089 $29.6M
GAMCO Investors 0.32% Reduce -0.6% 152,729 $29.5M
Leo Wealth, LLC 3.00% Add +7.8% 151,509 $29.4M
Harvey Capital Management Inc. 7.72% Reduce -0.2% 152,036 $29.4M
PFG Investments, LLC 2.10% Reduce -15.1% 152,031 $29.4M
Capstone Investment Advisors, LLC 1.33% Add +865.3% 151,912 $29.4M
Joel Isaacson & Co., LLC 1.54% Reduce -2.1% 151,776 $29.3M
Birinyi Associates Inc. 8.77% Reduce -4.0% 151,610 $29.3M
Northwest Capital Management Inc 10.65% Reduce -1.8% 151,069 $29.2M
Sumitomo Mitsui Financial Group, Inc. 0.91% Reduce -13.2% 151,027 $29.2M
Ardmore Road Asset Management LP 4.47% Reduce -40.0% 150,000 $29.0M
Robertson Stephens Wealth Management, LLC 1.52% Add +5.3% 149,890 $29.0M
Bwcp, LP 7.28% Reduce -0.8% 149,822 $29.0M
Point72 (DIFC) Ltd 2.56% Add +684.8% 149,622 $28.9M
Mgo One Seven LLC 1.37% Add +14.0% 149,430 $28.9M
Ballentine Partners, LLC 0.53% Add +1.9% 149,304 $28.9M
Nwam LLC 8.47% Add +2.1% 149,187 $28.8M
CCM Investment Advisers LLC 3.38% Add +0.6% 148,560 $28.7M
NJ State Employees Deferred Compensation Plan 3.57% Reduce -3.3% 148,400 $28.7M
Abner Herrman & Brock LLC 3.63% Reduce -0.2% 148,170 $28.6M
Jacobs & Co. 3.00% Reduce -1.4% 148,174 $28.6M
Capco Asset Management, LLC 6.74% Add +1.7% 147,495 $28.5M
Valicenti Advisory Services Inc. 7.65% Add +3.0% 147,481 $28.5M
Belmont Capital, LLC 5.31% Add +18.9% 147,360 $28.5M
Bryn Mawr Trust Advisors, LLC 1.57% Add +15.7% 148,136 $28.4M
FUKOKU MUTUAL LIFE INSURANCE Co 2.19% Add +2.5% 146,895 $28.4M
Nishkama Capital, LLC 4.24% Reduce -28.0% 146,810 $28.4M
Connors Investor Services Inc. 2.95% Add +0.8% 146,448 $28.3M
ICICI Prudential Asset Management Co Ltd 3.34% Reduce -0.5% 146,010 $28.2M
Torque Asset Management LLC 14.48% No change 145,540 $28.1M
Sander Capital Advisors Inc. 12.83% Add +3.9% 145,287 $28.1M
Privium Fund Management B.V. 7.83% No change 141,000 $28.0M
Girard Partners LTD. 2.65% Reduce -5.0% 144,953 $28.0M
Ninety One SA (Pty) Ltd 4.34% Reduce -43.4% 143,787 $28.0M
Jessup Wealth Management, Inc 11.93% Add +0.4% 144,739 $28.0M
America First Investment Advisors, LLC 6.88% Reduce -5.2% 144,717 $28.0M
Alerus Financial NA 2.09% Add +6.6% 144,445 $27.9M
Ameritas Advisory Services, LLC 1.05% Add +3.2% 144,223 $27.9M
Forte Capital LLC 3.36% Reduce -2.0% 144,079 $27.8M
11 Capital Partners LP 11.42% Add +19.1% 143,509 $27.7M
Discovery Capital Management, LLC / CT 3.79% New 143,400 $27.7M
Dorsey & Whitney Trust CO LLC 1.91% Reduce -0.5% 143,011 $27.6M
Parkwood LLC 3.43% Add +91.8% 142,806 $27.6M
ProVise Management Group, LLC 2.34% Add +2.1% 142,521 $27.5M
Twin Capital Management Inc. 3.25% Add +2.5% 142,509 $27.5M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 4.47% Reduce -5.5% 142,293 $27.5M
Foster Victor Wealth Advisors, LLC 2.30% Add +4.4% 142,376 $27.5M
Manchester Capital Management LLC 3.30% Reduce -1.4% 142,116 $27.5M
Global X Japan Co., Ltd. 3.89% Add +30.8% 141,962 $27.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.82% Add +0.2% 141,929 $27.4M
Claar Advisors LLC 8.71% No change 140,340 $27.1M
Fulton Bank, N.A. 1.10% Reduce -1.2% 140,217 $27.1M
Capital Investment Services of America, Inc. 2.61% Reduce -2.9% 139,884 $27.0M
Bragg Financial Advisors, Inc 1.21% Reduce -1.9% 139,873 $27.0M
Kingswood Wealth Advisors, LLC 2.43% Add +26.4% 139,800 $27.0M
Americana Partners, LLC 2.12% Add +6.0% 139,579 $27.0M
Waverly Advisors, LLC 0.53% Add +34.5% 139,517 $27.0M
Gratus Capital, LLC 1.09% Add +6.3% 139,344 $26.9M
Caldwell Trust Co 2.98% Add +1.3% 139,237 $26.9M
IFP Advisors, Inc 1.07% Add +22.3% 138,869 $26.8M
Hook Mill Capital Partners, LP 4.01% Add +29.9% 138,836 $26.8M
ClariVest Asset Management LLC 2.73% Reduce -1.0% 138,463 $26.8M
Yelin Lapidot Holdings Management Ltd. 4.71% Reduce -5.9% 138,415 $26.7M
Pinnbrook Capital Management LP 8.07% Add +22.5% 138,354 $26.7M
Montag & Caldwell, LLC 5.40% Reduce -21.8% 138,327 $26.7M
Washington Trust Bank 2.64% Reduce -3.9% 138,133 $26.7M
J.P. Marvel Investment Advisors, LLC 4.36% Reduce -0.0% 137,607 $26.6M
Kovack Advisors, Inc. 2.92% Reduce -26.2% 137,310 $26.5M
Davis-Rea LTD. 13.23% Add +3.0% 136,953 $26.5M
TD Private Client Wealth LLC 0.83% Reduce -1.7% 136,506 $26.4M
Western Wealth Management, LLC 1.94% Add +5.5% 135,582 $26.2M
Arthur M. Cohen & Associates, LLC 4.80% Add +0.3% 135,283 $26.2M
Farther Finance Advisors, LLC 1.26% Add +76.8% 132,331 $26.1M
3G Capital Partners LP 10.03% No change 135,000 $26.1M
Sora Investors LLC 4.81% Reduce -15.6% 135,000 $26.1M
Transform Wealth, LLC 1.96% Add +2.7% 134,995 $26.1M
S&co Inc. 1.81% Add +76.8% 134,616 $26.0M
Provident Investment Management, Inc. 2.36% Add +5730.2% 134,094 $25.9M
CRA Financial Services, LLC 5.23% Reduce -2.5% 134,065 $25.9M
Coastline Trust Co 3.03% Add +3.0% 133,877 $25.9M
Martin Currie Ltd. 0.93% Reduce -19.0% 133,798 $25.9M
Randolph Co Inc 3.17% Reduce -0.0% 133,716 $25.8M
Colonial Trust Advisors 2.47% Add +0.5% 133,700 $25.8M
Zeno Equity Partners LLP 6.96% Reduce -9.3% 133,644 $25.8M
Polymer Capital Management (HK) LTD 5.23% Add +33.3% 133,570 $25.8M
Stratos Wealth Advisors, LLC 1.27% Add +5.5% 132,467 $25.6M
SP Asset Management LLC 2.33% Add +1.6% 132,237 $25.6M
Conway Capital Management, Inc. 12.83% Add +3.4% 132,141 $25.5M
Ashton Thomas Private Wealth, LLC 1.41% Reduce -3.2% 131,981 $25.5M
Burns J W & Co. Inc. 3.44% Add +1.7% 131,669 $25.4M
Country Club Bank 1.77% Reduce -5.6% 128,401 $25.4M
AMG National Trust Bank 0.69% Add +5.0% 131,280 $25.4M
Bridgeway Capital Management, LLC 0.59% Reduce -31.1% 131,195 $25.4M
W.G. Shaheen & Associates DBA Whitney & Co 2.91% Reduce -0.8% 131,110 $25.3M
Bouchey Financial Group, Ltd. 2.40% Add +12.3% 130,841 $25.3M
Novare Capital Management LLC 2.26% Reduce -0.7% 130,113 $25.1M
Avestar Capital, LLC 2.78% Add +7.7% 129,979 $25.1M
Hamilton Wealth, LLC 6.74% Reduce -12.7% 129,838 $25.1M
Quantum Private Wealth, LLC 8.90% Reduce -0.0% 129,788 $25.1M
Cooper Creek Partners Management LLC 0.91% No change 129,678 $25.1M
Jacobson & Schmitt Advisors, LLC 5.69% Add +3.4% 129,656 $25.1M
Abacus Planning Group, Inc. 4.85% Add +0.7% 129,352 $25.0M
National Philanthropic Trust 0.47% Reduce -0.6% 128,822 $24.9M
CenterBook Partners LP 1.55% Reduce -10.6% 128,741 $24.9M
Coerente Capital Management 4.85% Add +1.3% 128,617 $24.9M
Financial Avengers, Inc. 13.19% Reduce -1.9% 128,534 $24.8M
Portside Wealth Group, LLC 4.72% Reduce -11.2% 127,849 $24.7M
Draper Asset Management, LLC 18.75% Reduce -4.2% 127,837 $24.7M
CMH Wealth Management LLC 6.08% Reduce -1.2% 127,791 $24.7M
Nkcfo LLC 13.47% Reduce -0.8% 127,710 $24.7M
Financial Advocates Investment Management 1.53% Reduce -1.3% 127,562 $24.7M
McKinley Capital Management LLC 4.31% Reduce -13.0% 127,348 $24.6M
Belpointe Asset Management LLC 1.71% Add +8.2% 127,119 $24.6M
Biondo Investment Advisors, LLC 3.63% Reduce -0.6% 126,847 $24.5M
Rothschild Capital Partners, LLC 6.99% No change 126,660 $24.5M
Strategic Advisors LLC 4.74% Reduce -3.4% 126,339 $24.4M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 2.20% Reduce -21.6% 126,318 $24.4M
Slow Capital, Inc. 3.95% Reduce -2.7% 126,139 $24.4M
Levin Capital Strategies, L.P. 2.57% Reduce -0.2% 125,893 $24.3M
Quattro Financial Advisors LLC 6.35% Add +21.8% 125,698 $24.3M
Summit Securities Group LLC 9.26% New 125,533 $24.3M
BTC Capital Management, Inc. 2.25% Add +15.9% 125,519 $24.3M
Webster Bank, N. A. 2.66% Add +0.8% 125,468 $24.2M
Zevin Asset Management LLC 3.92% Reduce -1.8% 125,350 $24.2M
DoubleLine ETF Adviser LP 6.37% New 125,150 $24.2M
Synergy Asset Management, LLC 3.79% Add +6.0% 124,953 $24.1M
Blue Fin Capital, Inc. 4.82% Add +1.5% 124,832 $24.1M
Equitable Trust Co. 1.65% Add +0.1% 124,481 $24.1M
Waratah Capital Advisors Ltd. 1.46% Reduce -24.4% 124,471 $24.1M
Aviance Capital Partners, LLC 3.42% Add +1.8% 124,458 $24.1M
Wedmont Private Capital 1.51% Add +9.2% 123,255 $24.0M
Jackson Square Partners, LLC 1.46% Reduce -10.1% 123,576 $23.9M
WCG Wealth Advisors LLC 1.77% Add +7.3% 123,523 $23.9M
Simmons Bank 1.80% Add +5.2% 123,503 $23.9M
MUFG Securities EMEA plc 1.06% Add +335.1% 123,317 $23.8M
Viewpoint Capital Management LLC 14.54% Add +31.1% 122,912 $23.8M
McDaniel Terry & Co. 2.07% Add +4.0% 122,704 $23.7M
Galvin, Gaustad & Stein, LLC 2.23% Reduce -2.6% 122,558 $23.7M
Matrix Asset Advisors Inc. 2.82% Reduce -1.0% 122,313 $23.6M
Boothbay Fund Management, LLC 0.81% Reduce -22.2% 122,223 $23.6M
Van Hulzen Asset Management, LLC 1.58% Reduce -17.6% 122,219 $23.6M
Harbour Investments, Inc. 0.80% Add +2.2% 122,104 $23.6M
Quadrant Capital Group LLC 1.75% Add +9.2% 122,026 $23.6M
Progressive Investment Management Corp 6.23% Reduce -1.9% 121,704 $23.5M
Simon Quick Advisors, LLC 1.66% Add +1.7% 121,600 $23.5M
Zions Bancorporation, N.A. 1.88% Add +6.8% 121,578 $23.5M
First Merchants Corp. 0.95% Add +5.3% 121,471 $23.5M
Howe & Rusling Inc. 2.14% Add +15.3% 121,462 $23.5M
Beck Mack & Oliver LLC 0.49% Reduce -1.0% 121,401 $23.5M
Farmers & Merchants Investments Inc. 0.78% Add +4.6% 121,261 $23.4M
Icon Wealth Advisors, LLC 2.08% Reduce -1.5% 125,080 $23.4M
Soltis Investment Advisors LLC 2.46% Add +12.3% 120,146 $23.2M
Oribel Capital Management, LP 3.14% Reduce -71.7% 119,800 $23.2M
Makena Capital Management LLC 5.36% Reduce -2.7% 119,661 $23.1M
Avitas Wealth Management LLC 3.38% Reduce -2.5% 119,501 $23.1M
Atlantic Union Bankshares Corp 1.43% Add +77.8% 118,933 $23.0M
CSM Advisors, LLC 1.62% Reduce -1.4% 118,620 $22.9M
McDonough Capital Management, Inc 16.67% Add +2.0% 118,535 $22.9M
Princeton Capital Management LLC 7.46% Add +0.7% 118,506 $22.9M
Jefferies Financial Group Inc. 0.48% Add +82.9% 118,055 $22.8M
Josh Arnold Investment Consultant, LLC 19.64% Reduce -0.6% 118,037 $22.8M
Light Street Capital Management, LLC 5.54% Reduce -26.3% 118,000 $22.8M
Matthew 25 Management Corp 7.88% No change 117,500 $22.7M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 2.67% No change 117,300 $22.7M
GW Henssler & Associates Ltd. 1.36% Reduce -2.7% 117,296 $22.7M
Impax Asset Management Group plc 0.09% Reduce -24.2% 117,196 $22.6M
Pennant Select, LLC 15.87% No change 117,000 $22.6M
Blue Chip Partners, LLC 2.09% Add +7.2% 116,953 $22.6M
Shikiar Asset Management Inc. 6.62% Reduce -3.1% 116,949 $22.6M
Xcel Wealth Management, LLC 7.12% Reduce -0.7% 116,743 $22.6M
L1 Capital International Pty Ltd 9.03% Add +27.9% 114,373 $22.6M
Napean Trading & Investment Co (Singapore) PTE Ltd 5.35% No change 116,473 $22.5M
Vantage Wealth 5.19% Reduce -0.8% 116,420 $22.5M
Lake Street Advisors Group, LLC 1.08% Add +1.1% 116,109 $22.4M
Pennsylvania Capital Management Inc. 8.66% Add +0.2% 115,958 $22.4M
Strategic Planning Group, LLC 4.88% Add +14.6% 115,512 $22.3M
GDS Wealth Management 2.45% Add +2.7% 115,495 $22.3M
Asset Advisors Investment Management, LLC 2.43% Add +3.0% 115,370 $22.3M
Phraction Management LLC 8.91% Reduce -0.1% 115,248 $22.3M
Garde Capital, Inc. 1.54% Reduce -0.7% 114,999 $22.2M
Broadleaf Partners, LLC 5.34% Add +16.3% 114,165 $22.1M
Destiny Wealth Partners, LLC 3.96% Reduce -17.6% 114,091 $22.0M
Qtron Investments LLC 3.19% Add +1.5% 114,090 $22.0M
Ratan Capital Management LP 6.80% Add +15.2% 114,005 $22.0M
Arthedge Capital Management, LLC 16.41% No change 114,000 $22.0M
Mitchell Capital Management Co. 3.86% Add +1.2% 113,535 $21.9M
Guyasuta Investment Advisors Inc. 1.61% Reduce -1.6% 143,888 $21.9M
Banco BTG Pactual S.A. 5.58% Add +114.2% 116,946 $21.9M
Ally Financial Inc. 2.71% Add +9.7% 113,000 $21.8M
Chicago Partners Investment Group LLC 0.84% Add +9.2% 119,905 $21.8M
Capital Investment Counsel, Inc 3.28% Add +14.0% 112,621 $21.8M
German American Bancorp, Inc. 2.50% Add +4.2% 112,595 $21.8M
Granger Management LLC 3.62% Add +0.2% 112,500 $21.7M
First Hawaiian Bank 0.73% Reduce -7.6% 112,301 $21.7M
Onex Canada Asset Management Inc. 2.46% Reduce -0.1% 111,723 $21.6M
Lakehouse Capital Pty Ltd 15.08% No change 111,414 $21.5M
Transcend Capital Advisors, LLC 1.56% Add +3.2% 111,019 $21.5M
Sheaff Brock Investment Advisors, LLC 1.99% Reduce -8.9% 110,971 $21.4M
WoodTrust Financial Corp 3.33% Add +1.5% 110,801 $21.4M
Summit Trail Advisors, LLC 0.56% Reduce -11.0% 110,625 $21.4M
Summit Partners Public Asset Management, LLC 0.98% Reduce -3.4% 110,059 $21.3M
Solidarity Wealth, LLC 6.45% Reduce -3.5% 110,033 $21.3M
Vista Equity Partners Management, LLC 0.57% Reduce -2.0% 109,969 $21.3M
Marex Group Ltd 0.57% New 109,877 $21.2M
Great Lakes Retirement, Inc. 2.91% Add +3.9% 109,778 $21.2M
CTC LLC 1.58% Reduce -89.7% 109,731 $21.2M
Rothschild Investment LLC 1.48% Add +9.9% 109,633 $21.2M
Armistice Capital, LLC 0.55% Reduce -11.9% 108,794 $21.0M
Sand Hill Global Advisors, LLC 0.95% Add +2.2% 108,459 $21.0M
Geneos Wealth Management Inc. 0.93% Add +2.9% 108,381 $20.9M
RFG Advisory, LLC 0.68% Add +32.3% 108,205 $20.9M
Stillwater Capital Advisors, LLC 2.92% Add +1214.5% 108,187 $20.9M
Folger Nolan Fleming Douglas Capital Management, Inc. 2.14% Add +0.6% 108,180 $20.9M
Melqart Asset Management (UK) Ltd 1.96% Reduce -38.7% 108,036 $20.9M
Avalon Global Asset Management LLC 6.18% Add +0.5% 107,900 $20.9M
L & S Advisors Inc 2.67% Add +16.5% 107,458 $20.8M
1776 Wealth LLC 9.35% Reduce -0.5% 107,410 $20.8M
Schechter Investment Advisors, LLC 1.56% Reduce -3.3% 107,251 $20.7M
Essex Financial Services, Inc. 1.54% Add +6.2% 124,868 $20.7M
E Fund Management Co., Ltd. 1.14% Add +17.7% 106,766 $20.6M
Overbrook Management Corp 5.20% Add +19.5% 106,548 $20.6M
Stansberry Asset Management, LLC 2.86% Add +2.6% 106,118 $20.5M
Buckingham Capital Management, Inc. 2.44% Reduce -1.4% 105,682 $20.4M
Realta Investment Advisors 4.00% Reduce -1.4% 105,669 $20.4M
Exchange Capital Management, Inc. 3.33% Reduce -2.8% 105,635 $20.4M
Jaffetilchin Investment Partners, LLC 1.74% Add +1.6% 105,536 $20.4M
Nicollet Investment Management, Inc. 7.59% Reduce -1.1% 105,264 $20.3M
Somerville Kurt F 3.42% Add +0.3% 105,124 $20.3M
Element Capital Management LLC 1.57% Add +250.3% 104,950 $20.3M
IPG Investment Advisors LLC 4.43% Add +3.8% 104,937 $20.3M
North Point Portfolio Managers Corp. 3.57% Add +0.6% 104,920 $20.3M
Bank Pictet & Cie (asia) Ltd. 6.77% Add +26.1% 104,680 $20.2M
Trust Asset Management LLC 1.70% No change 104,334 $20.2M
Harbor Capital Advisors, Inc. 1.54% Add +1.9% 104,290 $20.2M
Trifecta Capital Advisors, LLC 4.46% Add +5.9% 104,255 $20.1M
K.J. Harrison & Partners Inc 3.31% Reduce -11.2% 104,008 $20.1M
Fiduciary Group, LLC 2.15% Reduce -0.3% 103,368 $20.0M
Octavia Wealth Advisors, LLC 2.72% Add +6.6% 103,346 $20.0M
Krilogy Financial LLC 1.47% Reduce -4.6% 103,068 $19.9M
Highlander Partners, L.P. 13.24% Add +1.1% 103,000 $19.9M
Strategic Blueprint, LLC 1.35% Reduce -1.4% 102,839 $19.9M
First Interstate Bank 1.32% Reduce -0.3% 102,718 $19.9M
Arkfeld Wealth Strategies, L.L.C. 10.06% Add +0.5% 99,532 $19.8M
Neville Rodie & Shaw Inc. 1.50% Add +2.9% 102,610 $19.8M
Central Pacific Bank - Trust Division 2.48% Reduce -4.4% 102,582 $19.8M
Greenwood Gearhart LLC 1.87% Reduce -1.1% 102,530 $19.8M
CFM Wealth Partners LLC 3.63% Add +2.4% 102,221 $19.8M
Focus Partners Advisor Solutions, LLC 0.52% Reduce -8.1% 101,927 $19.7M
Invictus Private Wealth, LLC 1.65% Add +16.2% 101,774 $19.7M
Allen Mooney & Barnes Investment Advisors LLC 3.51% Add +1.2% 101,678 $19.6M
Cozad Asset Management Inc. 1.96% Add +2.9% 101,609 $19.6M
St Germain D J Co. Inc. 0.95% Reduce -0.4% 101,486 $19.6M
Legacy Private Trust Co. 1.39% Add +0.8% 101,486 $19.6M
Sphera Funds Management LTD. 3.20% Add +86.3% 101,432 $19.6M
SeaCrest Wealth Management, LLC 2.22% Add +1.4% 101,012 $19.5M
Jackson Hill Advisors, LLC 10.68% Reduce -5.8% 100,750 $19.5M
Evolution Wealth Advisors, LLC 3.79% Add +5.8% 100,400 $19.4M
Goldstream Capital Management Ltd 9.25% Add +14.2% 100,474 $19.4M
Summit Global Investments 1.40% Add +99.0% 100,467 $19.4M
Pine Valley Investments Ltd Liability Co 1.43% Reduce -3.3% 100,377 $19.4M
Abbrea Capital, LLC 2.57% Reduce -9.7% 100,282 $19.4M
Sonora Investment Management Group, LLC 1.53% No change 107,415 $19.4M
Riverview Capital Advisers, LLC 6.52% Reduce -2.6% 100,088 $19.3M
Empirical Capital Management, LLC 13.78% Add +20.5% 100,000 $19.3M
GAMMA Investing LLC 2.63% Add +50.1% 99,974 $19.3M
Blue Investment Partners LLC 8.76% Add +0.1% 99,963 $19.3M
Baker Chad R 4.03% Add +0.2% 99,823 $19.3M
Sheets Smith Wealth Management 2.31% Reduce -30.9% 99,804 $19.3M
Rosenblum Silverman Sutton S F Inc. 5.16% Reduce -0.9% 99,785 $19.3M
Intellectus Partners, LLC 5.28% Reduce -9.4% 99,614 $19.3M
Palisade Capital Management, LP 0.59% Add +6.6% 99,515 $19.2M
Cooper Financial Group 2.83% Add +2.4% 99,460 $19.2M
HFR Wealth Management, LLC 4.88% Reduce -2.2% 99,240 $19.2M
ARK Investment Management 0.17% Add +108.0% 99,200 $19.2M
Siemens Fonds Invest GmbH 1.43% Add +1.0% 99,078 $19.1M
Ledyard National Bank 1.86% Reduce -1.4% 99,024 $19.1M
Covington Investment Advisors Inc. 3.07% Reduce -3.6% 98,912 $19.1M
Spear Holdings RSC Ltd 13.49% Reduce -81.9% 98,900 $19.1M
Silicon Valley Capital Partners 2.62% Add +4.0% 98,595 $19.1M
TrinityPoint Wealth, LLC 2.98% Reduce -1.9% 98,572 $19.0M
Sfmg, LLC 1.65% Reduce -3.2% 98,410 $19.0M
ArchPoint Investors 7.13% Add +174.0% 98,300 $19.0M
RPG Investment Advisory, LLC 2.81% Reduce -0.8% 98,246 $19.0M
Columbia Asset Management 3.54% Add +1.8% 98,237 $19.0M
Ascent Group, LLC 1.55% Add +7.2% 98,200 $19.0M
Alight Capital Management LP 4.70% Reduce -27.3% 98,199 $19.0M
Vision Capital Management, Inc. 2.82% Reduce -0.3% 98,090 $19.0M
World Investment Advisors 1.18% Add +626.2% 97,985 $18.9M
Forum Financial Management, LP 0.34% Reduce -1.1% 97,853 $18.9M
Mirador Capital Partners LP 3.56% Add +3.0% 97,811 $18.9M
Cyrus J. Lawrence, LLC 3.83% Add +1.2% 97,804 $18.9M
GPS Wealth Strategies Group, LLC 2.83% Add +4.8% 97,632 $18.9M
Resolute Capital Asset Partners LLC 10.84% No change 97,500 $18.8M
Moody National Bank Trust Division 1.46% Add +5.9% 97,396 $18.8M
Ostrum Asset Management 1.64% Add +2.6% 97,297 $18.8M
Cigna Investments Inc. 3.51% Add +1.3% 97,176 $18.8M
Apriem Advisors 2.30% Add +0.9% 97,157 $18.8M
Penobscot Investment Management Company, Inc. 1.81% Add +22.9% 97,103 $18.8M
Bedell Frazier Investment Counselling, LLC 4.52% Reduce -0.8% 97,002 $18.7M
Sompo Asset Management Co., Ltd. 3.17% Reduce -5.3% 96,987 $18.7M
Kercheville Advisors, LLC 8.13% Add +2.8% 96,944 $18.7M
Gifford Fong Associates 4.96% No change 96,793 $18.7M
Oxler Private Wealth LLC 6.90% Reduce -2.1% 96,432 $18.6M
Money Concepts Capital Corp. 1.56% Add +3.5% 96,313 $18.6M
Clarity Financial LLC 2.80% Reduce -0.3% 96,257 $18.6M
CX Institutional 0.87% Add +1.4% 96,056 $18.6M
Cim, LLC 2.79% Reduce -0.5% 104,295 $18.6M
Pacific Global Investment Management Co. 3.52% Add +2.4% 95,969 $18.5M
Mirabaud & Cie SA 6.23% Reduce -0.8% 95,254 $18.4M
Schnieders Capital Management LLC 3.74% Add +0.3% 95,061 $18.4M
Concourse Financial Group Securities, Inc. 1.15% Add +1.0% 95,046 $18.4M
Kiley Juergens Wealth Management, LLC 5.10% Add +3.0% 95,015 $18.4M
Grand Jean Capital Management Inc. 4.56% Add +0.2% 94,687 $18.3M
Sirios Capital Management L P 3.18% Add +1.2% 94,578 $18.3M
Philadelphia Trust Co. 1.42% Add +12.6% 94,571 $18.3M
180 Wealth Advisors, LLC 2.98% Add +0.6% 93,574 $18.3M
Professional Advisory Services Inc. 2.30% Add +4.2% 94,376 $18.2M
GM Advisory Group, LLC 1.17% Reduce -0.2% 94,206 $18.2M
Whetstone Capital Advisors, LLC 8.44% No change 94,148 $18.2M
Wellington Shields Capital Management, LLC 3.31% Add +2.5% 94,074 $18.2M
MYDA Advisors LLC 5.53% Add +193.8% 94,000 $18.2M
Alley Investment Management Company, LLC 2.48% Add +0.4% 93,956 $18.2M
Telos Capital Management, Inc. 2.00% Reduce -1.5% 93,443 $18.1M
Fidelis Capital Partners, LLC 2.57% Add +12.5% 110,913 $18.1M
Orbis Allan Gray Ltd 0.11% Reduce -38.7% 93,361 $18.0M
Fagan Associates, Inc. 3.15% Add +8.6% 93,241 $18.0M
Longbow Finance SA 1.86% Reduce -5.5% 93,187 $18.0M
Infusive Asset Management Inc. 7.25% Reduce -20.3% 92,951 $18.0M
Rossmore Private Capital 2.34% Reduce -1.0% 92,305 $17.8M
Physicians Financial Services, Inc. 5.77% Add +3.0% 91,746 $17.7M
NBT Bank, N.A. 1.26% Reduce -34.7% 91,287 $17.6M
AlTi Global, Inc. 0.47% Reduce -2.3% 90,937 $17.6M
RWQ Financial Management Services, Inc. 6.37% Reduce -2.7% 90,934 $17.6M
Institute for Wealth Management, LLC. 2.35% Add +1.9% 90,902 $17.6M
EFG Asset Management (Americas) Corp. 3.44% Add +34.3% 90,816 $17.6M
WESPAC Advisors SoCal, LLC 4.41% Reduce -3.0% 90,778 $17.5M
EverSource Wealth Advisors, LLC 1.17% Add +17.5% 93,780 $17.5M
Wealthcare Advisory Partners LLC 0.55% Add +7.4% 90,684 $17.5M
L.M. Kohn & Company 4.74% Reduce -0.6% 90,546 $17.5M
M Holdings Securities, Inc. 2.27% Add +39.1% 90,338 $17.5M
Fulcrum Capital LLC 3.98% Add +1.3% 90,480 $17.5M
Bath Savings Trust Co 1.86% Reduce -0.3% 90,468 $17.5M
Waldron Private Wealth LLC 0.78% Reduce -4.3% 90,323 $17.5M
Fort Sheridan Advisors LLC 2.82% Add +10.5% 90,229 $17.4M
City Holding Co. 2.57% Add +0.8% 89,872 $17.4M
Payden & Rygel Investment Group 1.40% Reduce -8.8% 89,870 $17.4M
Payden & Rygel 1.40% Reduce -8.8% 89,870 $17.4M
Jackson Square Capital, LLC 4.27% Reduce -0.7% 89,786 $17.4M
Creative Financial Designs Inc. 1.54% Add +0.5% 89,675 $17.3M
Berkshire Capital Holdings Inc. 7.01% Reduce -8.2% 89,650 $17.3M
Strategic Global Advisors, LLC 3.61% Add +36.3% 89,361 $17.3M
TCV Trust & Wealth Management, Inc. 1.65% Add +1.0% 89,331 $17.3M
1ST Source Bank 1.01% Add +0.5% 89,145 $17.2M
Relative Value Partners Group, LLC 2.23% Add +491.3% 88,623 $17.1M
Lake Street Private Wealth, LLC 2.23% Add +6.8% 88,623 $17.1M
Winch Advisory Services, LLC 4.90% Reduce -0.8% 88,575 $17.1M
Hollencrest Capital Management 0.75% Add +4.0% 88,453 $17.1M
Capital Investment Advisory Services, LLC 1.76% Add +2.0% 88,362 $17.1M
Red Door Wealth Management, LLC 3.01% Add +5.0% 88,309 $17.1M
Segall Bryant & Hamill, LLC 0.30% Reduce -6.2% 88,007 $17.0M
Zuckerman Investment Group, LLC 1.97% Add +0.8% 87,931 $17.0M
Sendero Wealth Management, LLC 2.86% Reduce -0.9% 87,897 $17.0M
Northstar Group, Inc. 3.35% Add +9.6% 87,817 $17.0M
Sepio Capital, LP 1.55% Reduce -7.2% 87,656 $16.9M
Altfest L J & Co. Inc. 2.31% Reduce -1.2% 87,481 $16.9M
Berger Financial Group, Inc 1.35% Reduce -0.6% 87,342 $16.9M
EMC Capital Management 9.77% No change 85,600 $16.9M
Campbell Newman Asset Management Inc. 1.35% Add +0.0% 87,248 $16.9M
Goodman Financial Corp 3.75% Reduce -2.4% 87,174 $16.8M
Clear Harbor Asset Management, LLC 1.47% Add +1.1% 87,061 $16.8M
First National Advisers, LLC 3.07% Add +17.8% 87,056 $16.8M
Centre Asset Management, LLC 3.86% Reduce -37.2% 87,024 $16.8M
Dynasty Wealth Management, LLC 0.50% Add +3.0% 87,003 $16.8M
Stockman Wealth Management, Inc. 2.94% Reduce -2.7% 86,940 $16.8M
Park State Asset Management 9.98% Reduce -2.6% 86,919 $16.8M
Voloridge Investment Management, LLC 0.06% Reduce -85.8% 86,902 $16.8M
Greatmark Investment Partners, Inc. 2.44% Reduce -2.6% 86,633 $16.7M
United Capital Management of KS, Inc. 3.69% Add +1.6% 86,517 $16.7M
CreativeOne Wealth, LLC 0.85% Reduce -9.2% 86,454 $16.7M
Nemes Rush Group LLC 2.29% Add +0.7% 86,393 $16.7M
Linscomb Wealth, Inc. 0.86% Add +0.7% 86,351 $16.7M
Capital Analysts, LLC 0.74% Add +2.5% 86,297 $16.7M
Certuity, LLC 1.33% Add +35.5% 86,261 $16.7M
Laird Norton Wetherby Trust Company, LLC 2.35% Reduce -1.8% 86,206 $16.7M
Bell Asset Management Ltd 2.33% Add +81.7% 86,126 $16.6M
Morse Asset Management, Inc 4.07% Add +5.6% 85,802 $16.6M
Bar Harbor Wealth Management 1.10% Reduce -1.0% 85,743 $16.6M
Richard C. Young & CO., LTD. 2.01% Reduce -0.0% 85,694 $16.6M
Ashburton (Jersey) Ltd 6.97% — 83,760 $16.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.75% Reduce -0.2% 85,330 $16.5M
Lincoln Capital LLC 3.68% Reduce -0.6% 85,233 $16.5M
Wallington Asset Management, LLC 2.51% Add +1.0% 85,037 $16.4M
Consolidated Capital Management, LLC 7.83% Reduce -7.1% 84,716 $16.4M
Bank of Hawaii 0.75% Reduce -0.8% 84,701 $16.4M
Ibex Wealth Advisors 2.55% Add +341.5% 84,405 $16.3M
New Age Alpha Advisors, LLC 9.06% Reduce -10.6% 84,252 $16.3M
Nilsine Partners, LLC 2.18% Add +0.3% 83,990 $16.2M
River Global Investors LLP 4.46% Reduce -2.2% 83,904 $16.2M
Graypoint LLC 1.12% Add +4.0% 83,867 $16.2M
Perennial Advisors, LLC 3.63% Reduce -0.3% 83,779 $16.2M
Covenant Asset Management, LLC 3.64% Reduce -7.1% 83,737 $16.2M
Hilton Capital Management, LLC 1.37% Reduce -1.5% 83,728 $16.2M
Chiron Investment Management, LLC 6.33% Add +11.1% 83,532 $16.1M
EFG Asset Management (North America) Corp. 2.80% Add +12.4% 83,416 $16.1M
Riverstone Advisors, LLC 9.90% Add +0.3% 83,342 $16.1M
Shufro Rose & Co. LLC 1.31% Add +0.7% 83,264 $16.1M
Nations Financial Group Inc, /Ia/ 1.31% Add +0.4% 83,096 $16.1M
Evanson Asset Management, LLC 1.18% Reduce -5.4% 82,880 $16.0M
SlateStone Wealth, LLC 1.73% Reduce -19.2% 82,710 $16.0M
CapWealth Advisors, LLC 2.02% Reduce -0.4% 82,673 $16.0M
Mirabaud Asset Management Ltd 7.31% Add +32.9% 82,113 $15.9M
Central Bank & Trust Co. 2.21% Reduce -1.7% 82,085 $15.9M
River Wealth Advisors LLC 2.27% Add +4.1% 81,966 $15.8M
GeoWealth Management, LLC 0.69% Add +17.9% 81,832 $15.8M
Avanda Investment Management Pte. Ltd. 2.39% Reduce -31.4% 81,713 $15.8M
Torray Investment Partners LLC 2.36% Add +0.3% 81,638 $15.8M
Bogart Wealth, LLC 0.80% Add +4.6% 81,606 $15.8M
Elevation Point Wealth Partners, LLC 1.25% Add +1.9% 81,570 $15.8M
WealthPLAN Partners, LLC 1.69% Add +0.9% 81,470 $15.7M
Cadinha & Co. LLC 2.92% Add +726.5% 81,368 $15.7M
Kintegral Advisory, LLC 1.50% Add +8.9% 81,169 $15.7M
Avalon Capital Management 4.96% Add +9.8% 80,968 $15.6M
Greenland Capital Management LP 3.37% New 80,926 $15.6M
Sunbelt Securities, Inc. 1.60% Reduce -3.3% 80,739 $15.6M
Calixto Global Investors, LP 54.48% Add +62.5% 80,600 $15.6M
Lindbrook Capital, LLC 1.46% Add +0.6% 80,535 $15.6M
Dillon & Associates Inc. 2.28% Add +11.0% 80,626 $15.6M
Cornerstone Wealth Management, LLC 1.19% Add +0.8% 80,236 $15.5M
Brasada Capital Management, LP 2.75% Add +21.0% 79,538 $15.5M
Grove Bank & Trust 2.49% Reduce -3.0% 80,188 $15.5M
Kozak & Associates, Inc. 3.82% Add +10.6% 78,392 $15.5M
Janney Capital Management LLC 1.09% Reduce -0.3% 80,056 $15.5M
Wealth High Governance Capital Ltda 3.83% Add +100.0% 80,000 $15.5M
Mirae Asset Securities (usa) Inc. 0.99% — 79,930 $15.4M
Polar Asset Management Partners Inc. 0.60% Reduce -44.2% 79,900 $15.4M
Shepherd Financial Partners LLC 1.99% Add +0.2% 79,814 $15.4M
Susquehanna Fundamental Investments, LLC 0.35% New 79,619 $15.4M
Whitener Capital Management, Inc. 4.66% Add +2.6% 79,606 $15.4M
LMR Partners LLP 0.42% Reduce -31.8% 79,599 $15.4M
M&R Capital Management Inc. 3.66% Add +0.2% 79,470 $15.4M
Pangea Capital Gestao de Recursos Ltda. 13.15% No change 79,221 $15.3M
Coalescence Partners Investment Management, LP 12.70% Add +27.2% 79,199 $15.3M
Csenge Advisory Group 0.87% Reduce -7.1% 79,173 $15.3M
GLOBALT Investments LLC / GA 0.61% Add +0.6% 79,160 $15.3M
SeaTown Holdings Pte. Ltd. 11.06% Reduce -4.8% 78,989 $15.3M
Proficio Capital Partners LLC 1.60% Add +0.7% 78,772 $15.2M
Heron Bay Capital Management 3.23% Reduce -1.1% 78,585 $15.2M
West Branch Capital LLC 5.64% Reduce -0.3% 78,526 $15.2M
Sigma Investment Counselors Inc. 0.95% Reduce -1.6% 78,505 $15.2M
Thames Capital Management LLC 5.93% Add +8.9% 78,396 $15.2M
JCIC Asset Management Inc. 6.23% Reduce -1.3% 78,309 $15.1M
Fiduciary Alliance LLC 2.45% Add +17.1% 75,496 $15.1M
StoneX Group Inc. 1.21% Add +10.9% 78,131 $15.1M
Wintrust Investments LLC 1.23% Add +3.4% 78,067 $15.1M
Keel Point, LLC 1.36% Add +66.1% 88,504 $15.1M
Ables, Iannone, Moore & Associates, Inc. 9.93% Reduce -1.8% 77,685 $15.0M
BNC Wealth Management, LLC 5.58% Add +20.1% 77,684 $15.0M
Mather Group, Llc. 0.18% Add +115.2% 83,174 $15.0M
Buckley Wealth Management, LLC 4.74% Add +0.1% 77,451 $15.0M
Koshinski Asset Management, Inc. 1.39% Add +18.8% 74,909 $14.9M
Private Trust Co. NA 1.61% Reduce -8.1% 77,182 $14.9M
Elevatus Welath Management 5.58% Add +17.7% 77,142 $14.9M
Crescent Park Management, L.P. 7.38% Reduce -4.3% 76,991 $14.9M
Cornerstone Wealth Group, LLC 1.32% Add +4.6% 76,808 $14.8M
Rockport Wealth LLC 6.26% Add +2240.6% 76,749 $14.8M
Schmidt P J Investment Management Inc. 2.71% Add +0.5% 76,732 $14.8M
Elk River Wealth Management LLC 2.90% Add +0.0% 76,624 $14.8M
Checchi Capital Advisers, LLC 1.17% Add +0.3% 76,624 $14.8M
Arcadia Investment Management Corp. 2.53% Add +6.9% 76,593 $14.8M
Alliance Wealth Advisors, LLC 4.34% Reduce -8.3% 76,518 $14.8M
HBK Sorce Advisory LLC 0.52% Add +0.4% 76,472 $14.8M
Cornerstone Advisory, LLC 2.08% Reduce -3.8% 76,378 $14.8M
Fortis Capital Management LLC 3.15% Reduce -1.3% 76,358 $14.8M
Virtu Financial LLC 1.03% Add +66.6% 76,249 $14.7M
Lazari Capital Management, Inc. 6.64% Add +4.4% 76,156 $14.7M
Rice Partnership, LLC 3.19% Add +1.5% 76,032 $14.7M
Regal Investment Advisors LLC 0.97% Add +5.7% 76,021 $14.7M
Sandbox Financial Partners, LLC 5.63% Reduce -0.9% 75,985 $14.7M
RKL Wealth Management LLC 1.41% Reduce -0.1% 75,825 $14.7M
Bank of Nova Scotia Trust Co. 1.63% Reduce -5.9% 75,750 $14.6M
Vishria Bird Financial Group, LLC 6.14% Reduce -1.0% 75,607 $14.6M
S.E.E.D. Planning Group LLC 5.30% Add +0.6% 75,468 $14.6M
Providence Capital Advisors, LLC 3.18% Add +68.9% 75,373 $14.6M
Good Life Advisors, LLC 1.20% Add +7.4% 75,280 $14.5M
Motco 0.86% Reduce -0.6% 75,206 $14.5M
Beacon Investment Advisory Services, Inc. 0.62% Reduce -3.3% 75,020 $14.5M
Soapstone Management L.P. 9.67% Reduce -7.7% 75,000 $14.5M
Supplemental Annuity Collective Trust of NJ 4.46% No change 75,000 $14.5M
D L Carlson Investment Group Inc. 2.80% Reduce -1.2% 74,959 $14.5M
Griffin Asset Management, Inc. 1.68% Add +3.4% 74,871 $14.5M
Balboa Wealth Partners 3.83% Add +1.2% 74,699 $14.4M
Condor Capital Management 1.38% Reduce -2.5% 74,690 $14.4M
Larson Financial Group LLC 0.98% Add +28.1% 74,608 $14.4M
Norden Group LLC 2.91% Reduce -12.6% 74,519 $14.4M
Nvwm, LLC 3.83% Add +0.5% 74,512 $14.4M
Trust Co. of Toledo NA 2.08% Add +5.1% 74,306 $14.4M
Leavell Investment Management, Inc. 0.79% Add +10.7% 74,293 $14.4M
Y.D. More Investments Ltd 1.46% Reduce -10.8% 74,243 $14.3M
Twinbeech Capital LP 0.28% Reduce -7.7% 74,180 $14.3M
Haverford Trust Co 0.15% Add +10.8% 74,017 $14.3M
Avior Wealth Management, LLC 0.61% Reduce -11.7% 74,013 $14.3M
Bison Wealth, LLC 2.33% No change 79,265 $14.3M
MainStreet Investment Advisors LLC 1.75% Add +0.9% 73,937 $14.3M
NWF Advisory Services Inc. 2.27% Add +3.8% 73,767 $14.3M
Symphony Financial, Ltd. Co. 2.60% Add +23.8% 71,998 $14.2M
Tompkins Financial Corp. 1.49% Reduce -0.9% 73,608 $14.2M
Bray Capital Advisors 3.57% Reduce -0.3% 73,583 $14.2M
Broderick Brian C 2.90% Add +9.4% 73,383 $14.2M
Greenwood Capital Associates LLC 1.86% Add +1.9% 73,332 $14.2M
Altrafin AG 5.23% Add +3.6% 73,322 $14.2M
Trek Financial, LLC 1.12% Add +295.6% 73,251 $14.2M
Hennion & Walsh Asset Management, Inc. 0.73% Add +2.9% 73,212 $14.1M
Cascade Financial Partners, LLC 1.86% Add +28.1% 73,200 $14.1M
QV Investors Inc. 1.33% Reduce -18.6% 73,100 $14.1M
Howland Capital Management LLC 0.67% Add +3.2% 73,085 $14.1M
NCP Inc. 8.92% Reduce -3.7% 72,993 $14.1M
Compound Planning, Inc. 1.04% Add +7.0% 72,941 $14.1M
Security National Bank 2.05% Reduce -0.3% 72,918 $14.1M
Sterling Investment Advisors, Ltd. 3.81% Reduce -0.2% 72,864 $14.1M
Spinnaker Trust 0.90% Add +2.6% 72,804 $14.1M
Kenora Financial, LLC 5.87% Reduce -1.4% 72,658 $14.0M
Cohen Capital Management, Inc. 2.41% Reduce -0.1% 72,480 $14.0M
Capital Asset Advisory Services LLC 0.76% Add +3.9% 70,247 $14.0M
Tenere Capital LLC 4.16% Add +21.1% 72,450 $14.0M
Taikang Asset Management (Hong Kong) Co Ltd 2.17% Add +18.5% 72,283 $14.0M
Moser Wealth Advisors, LLC 7.60% Reduce -1.7% 72,282 $14.0M
Personal Cfo Solutions, LLC 2.15% Reduce -0.3% 72,267 $14.0M
First Heartland Consultants, Inc. 1.39% Add +13.4% 72,243 $14.0M
Arvin Capital Management LP 5.99% Add +16.4% 72,035 $13.9M
John G Ullman & Associates Inc. 2.12% Reduce -1.2% 71,764 $13.9M
Horizon Investments, LLC 0.38% Reduce -54.2% 71,611 $13.8M
Holderness Investments Co. 3.26% Reduce -0.2% 71,606 $13.8M
Spirepoint Private Client, LLC 1.96% Add +2.0% 71,377 $13.8M
Pinnacle Wealth Management Advisory Group, LLC 1.42% Add +6.8% 71,376 $13.8M
Alps Advisors Inc. 0.09% Reduce -11.2% 71,354 $13.8M
Nikulski Financial, Inc. 4.38% Add +0.3% 71,250 $13.8M
Sound View Wealth Advisors Group, LLC 1.42% Reduce -0.6% 71,248 $13.8M
Fragasso Financial Advisors Inc 1.13% Reduce -7.9% 71,231 $13.8M
Hedeker Wealth, LLC 3.99% Add +0.7% 71,230 $13.8M
Lanark Financial, Inc. 1.25% Add +8.4% 71,177 $13.8M
Parkside Investments, LLC 2.17% Add +1.3% 72,151 $13.7M
FourThought Financial Partners, LLC 1.77% Add +1.8% 71,118 $13.7M
Sierra Summit Advisors LLC 3.41% Add +6.1% 71,108 $13.7M
Trivium Point Advisory, LLC 2.05% Add +7.2% 71,037 $13.7M
Verdence Capital Advisors LLC 1.22% Reduce -4.7% 71,033 $13.7M
Sage Capital Advisors,llc 3.94% Add +0.3% 71,014 $13.7M
Private Capital Advisors, Inc. 1.52% Add +4.8% 70,689 $13.7M
Avidian Wealth Enterprises, LLC 0.66% Add +39.2% 70,606 $13.6M
Grassi Investment Management 1.21% Add +3.0% 70,385 $13.6M
SageView Advisory Group, LLC 0.85% Add +17.0% 70,364 $13.6M
Redwood Investments, LLC 4.63% Reduce -5.7% 76,969 $13.6M
Bulltick Wealth Management, LLC 3.80% Reduce -34.0% 70,252 $13.6M
Manhattan West Asset Management, LLC 3.67% Reduce -8.4% 70,220 $13.6M
Iyo Bank, Ltd. 4.82% No change 70,209 $13.6M
Artemis Wealth Advisors, LLC 2.16% No change 70,000 $13.5M
Meridian Wealth Advisors, LLC 2.41% Add +2.9% 69,972 $13.5M
Calydon Capital 2.42% Add +4.5% 69,966 $13.5M
Community Financial Services Group, LLC 2.89% Reduce -0.5% 69,447 $13.4M
Bourgeon Capital Management LLC 2.63% Add +1.4% 69,370 $13.4M
NWK Group, Inc. 5.63% Reduce -0.2% 69,356 $13.4M
Activest Wealth Management 4.41% Add +238.6% 69,299 $13.4M
Cypress Asset Management Inc. 3.43% Add +0.8% 67,933 $13.3M
1623 Capital LLC 7.87% Add +0.6% 68,700 $13.3M
James Investment Research, Inc. 1.58% Add +0.1% 68,606 $13.3M
Continuum Advisory, LLC 1.91% Add +0.6% 68,549 $13.2M
CHURCHILL MANAGEMENT Corp 0.16% Add +32.1% 68,526 $13.2M
Turim 21 Investimentos Ltda. 3.38% Reduce -0.7% 68,471 $13.2M
RMR Wealth Builders 1.52% Add +2.3% 68,446 $13.2M
Kennedy Capital Management LLC 0.28% Reduce -10.6% 68,144 $13.2M
Marietta Wealth Management, LLC 2.05% Reduce -3.2% 68,062 $13.2M
Claro Advisors Inc. 2.06% Add +6.7% 67,972 $13.1M
Arrow Financial Corp 1.28% Reduce -1.4% 67,920 $13.1M
W1M Asset Management Ltd 1.11% Reduce -5.0% 67,917 $13.1M
Steele Capital Management, Inc. 0.73% Reduce -1.1% 67,893 $13.1M
Canandaigua National Bank & Trust Co. 1.43% Reduce -11.1% 67,882 $13.1M
Financial Partners Group, Inc 2.07% Add +0.6% 67,801 $13.1M
Cypress Capital Group 1.57% Add +2.0% 67,730 $13.1M
BTG Pactual Asset Management US LLC 3.28% — 67,666 $13.1M
Legacy Advisors, LLC 1.59% Add +3.2% 67,656 $13.1M
Timber Creek Capital Management LLC 3.94% Add +1.3% 67,526 $13.0M
Kingdon Capital Management, L.L.C. 2.01% New 67,500 $13.0M
Intrust Bank NA 1.39% Reduce -1.9% 67,465 $13.0M
Symmetry Partners, LLC 0.67% Reduce -13.2% 67,417 $13.0M
Ramsay, Stattman, Vela & Price, Inc. 2.46% Add +33.8% 67,343 $13.0M
LRI Investments, LLC 1.48% Add +10.8% 67,341 $13.0M
Hilltop Holdings Inc. 1.52% Add +0.1% 67,308 $13.0M
Hills Bank & Trust Co 1.05% Reduce -0.6% 67,276 $13.0M
JAT Capital Mgmt LP 2.03% New 67,221 $13.0M
Kemnay Advisory Services Inc. 2.70% Reduce -8.0% 67,145 $13.0M
Apollon Financial, LLC 4.20% Add +0.8% 67,113 $13.0M
Gardner Lewis Asset Management L P 3.61% Reduce -3.0% 67,090 $13.0M
Financial Engines Advisors L.L.C. 0.03% Add +3.0% 66,931 $12.9M
SOA Wealth Advisors, LLC. 2.60% Add +1.0% 66,900 $12.9M
Cassaday & Co Wealth Management LLC 0.41% Add +3.5% 66,669 $12.9M
Moloney Securities Asset Management, LLC 1.87% Add +18.2% 66,452 $12.8M
Donaldson Capital Management, LLC 0.54% Add +5.3% 66,424 $12.8M
Quadrant Private Wealth Management, LLC 2.94% Add +9.5% 66,166 $12.8M
Orange Investment Advisors, Inc. 1.66% Reduce -1.5% 85,755 $12.8M
Nicola Wealth Management LTD. 1.14% Add +22.2% 66,000 $12.8M
New Hampshire Trust 2.91% Add +1.4% 65,937 $12.7M
Family Manage LLC 2.26% Reduce -5.9% 65,893 $12.7M
JTC Employer Solutions Trustee Ltd 0.85% No change 65,827 $12.7M
Asset Dedication, LLC 0.88% Add +6.8% 65,748 $12.7M
Tikehau Investment Management 11.25% Reduce -3.7% 65,731 $12.7M
Vestmark Advisory Solutions, Inc. 0.53% Reduce -2.3% 65,570 $12.7M
PFG Advisors 0.86% Add +5.4% 65,516 $12.7M
TenCore Partners, LP 4.87% Reduce -9.8% 65,493 $12.7M
Analyst IMS Investment Management Services Ltd. 0.52% Add +3.9% 65,422 $12.6M
North Star Investment Management Corp. 0.93% Reduce -1.0% 65,416 $12.6M
Whalerock Point Partners, LLC 3.38% Add +1.6% 65,352 $12.6M
BlueDrive Global Investors LLP 14.38% Add +33.5% 65,182 $12.6M
Stony Point Capital LLC 3.22% Add +36.0% 64,996 $12.6M
Axiom Advisory, LLC 0.14% Add +3950.4% 68,411 $12.6M
Congress Park Capital LLC 5.01% Reduce -0.8% 64,569 $12.5M
Wealth Alliance, LLC 1.61% Reduce -7.2% 64,544 $12.5M
Kennedy Investment Group, Inc. 6.31% Reduce -0.4% 64,495 $12.5M
Magnus Financial Group LLC 1.40% Add +2.7% 64,424 $12.4M
Cheviot Value Management, LLC 2.43% Reduce -1.4% 64,387 $12.4M
FAS Wealth Partners, Inc. 1.08% Add +2.5% 64,381 $12.4M
Roman Butler Fullerton & Co. 4.03% Add +3.9% 62,220 $12.4M
Bensler, LLC 1.67% Reduce -0.7% 64,316 $12.4M
Tufton Capital Management 2.42% Add +1.2% 64,283 $12.4M
NFSG Corp 4.61% Add +5.1% 64,100 $12.4M
Premier Path Wealth Partners, LLC 2.11% Add +4.7% 64,060 $12.4M
B.O.S.S. Retirement Advisors, LLC 3.16% Add +45.8% 63,944 $12.4M
Mine & Arao Wealth Creation & Management, LLC. 6.01% Add +0.4% 63,874 $12.3M
TAGStone Capital, Inc. 7.00% Add +0.2% 63,871 $12.3M
SFE Investment Counsel 2.74% Reduce -3.0% 63,865 $12.3M
Parcion Private Wealth LLC 1.13% Add +5.5% 63,859 $12.3M
Perennial Investment Advisors, LLC 1.76% Add +2.6% 63,762 $12.3M
STF Management LP 5.20% Reduce -4.8% 63,758 $12.3M
Engineers Gate Manager LP 0.28% Add +30.2% 63,744 $12.3M
Privium Fund Management (UK) Ltd 4.79% Add +84.7% 61,730 $12.3M
Anchor Investment Management, LLC 1.26% Reduce -0.0% 63,276 $12.2M
Kidder Stephen W 3.82% Add +1.7% 63,210 $12.2M
Generali Powszechne Towarzystwo Emerytalne 4.23% No change 63,000 $12.2M
Vanguard Capital Wealth Advisors 8.24% Add +3.2% 62,960 $12.2M
Cherry Creek Investment Advisors, Inc. 6.35% Add +1.1% 62,942 $12.2M
Ironwood Investment Counsel, LLC 2.17% Add +1.1% 62,930 $12.2M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3.16% Add +0.4% 62,907 $12.2M
Templeton & Phillips Capital Management, LLC 10.77% Add +0.0% 62,848 $12.1M
Liberty Capital Management, Inc. 2.88% Add +0.5% 62,817 $12.1M
Graves Light Lenhart Wealth, Inc. 1.38% Reduce -2.0% 61,149 $12.1M
Cullen Investment Group, LTD. 1.92% Reduce -1.5% 62,366 $12.1M
Carret Asset Management, LLC 1.40% Add +1.2% 62,279 $12.0M
Puzo Michael J 3.33% Add +2.8% 62,089 $12.0M
Plimoth Trust Co. LLC 3.20% Reduce -0.9% 62,061 $12.0M
Scott & Selber, Inc. 3.82% Add +1.6% 62,014 $12.0M
East Coast Asset Management, LLC. 4.35% Reduce -0.6% 61,910 $12.0M
Nelson Capital Management, LLC 2.12% Reduce -0.9% 61,864 $12.0M
Regatta Capital Group, LLC 2.57% Add +1.2% 61,788 $11.9M
Decatur Capital Management, Inc. 5.78% Add +2.8% 61,692 $11.9M
Citizens National Bank Trust Department 2.65% Add +2.8% 61,618 $11.9M
Wright Investors Service Inc. 3.13% Add +9.4% 61,449 $11.9M
Rehmann Capital Advisory Group 0.85% Reduce -5.9% 61,415 $11.9M
Duncker Streett & Co. Inc. 2.27% Add +3.0% 61,074 $11.8M
FFG Partners, LLC 4.96% Add +3.3% 61,065 $11.8M
Graham Capital Management, L.P. 0.74% Reduce -70.1% 61,065 $11.8M
Wealth Effects LLC 4.25% Reduce -0.1% 60,715 $11.7M
Prudent Investors Network, Inc. 4.22% Add +2.0% 60,441 $11.7M
Valmark Advisers, Inc. 0.20% Reduce -0.1% 60,435 $11.7M
Parallax Volatility Advisers, L.P. 0.34% Add +187.9% 60,340 $11.7M
Pacific Sage Partners, LLC 2.89% Reduce -0.1% 60,339 $11.7M
Platinum Investment Management Ltd. 0.47% Add +39.2% 60,330 $11.7M
Hodges Capital Management Inc. 0.78% Add +8.7% 60,281 $11.6M
Point Windward Advisors Inc. 4.81% Reduce -1.2% 60,265 $11.6M
Scholtz & Company, LLC 4.97% Reduce -0.9% 60,247 $11.6M
Searcy Financial Services Inc. 5.80% Reduce -1.6% 60,195 $11.6M
Next Century Growth Investors LLC 0.97% Add +5.1% 60,154 $11.6M
Mechanics Bank Trust Department 1.66% Reduce -1.2% 60,095 $11.6M
Engle Capital Management, L.P. 3.92% Reduce -26.8% 60,000 $11.6M
Ancient Art, L.P. 2.97% Reduce -33.3% 60,000 $11.6M
Shellback Capital, LP 0.85% Reduce -20.0% 60,000 $11.6M
Westover Capital Advisors, LLC 2.98% Add +9.9% 59,862 $11.6M
CapitalatWork S.A. 0.39% Reduce -3.9% 59,760 $11.5M
Leelyn Smith, LLC 2.23% Add +0.7% 59,636 $11.5M
Little House Capital LLC 3.60% Add +19.5% 59,601 $11.5M
PICTET BANK & TRUST Ltd 11.73% No change 59,555 $11.5M
Mirabella Financial Services LLP 0.97% Reduce -48.7% 59,540 $11.5M
Geneva Partners, LLC 4.73% Add +26.4% 59,419 $11.5M
Capital Planning Advisors, LLC 1.96% Reduce -0.0% 59,344 $11.5M
Buffington Mohr McNeal 2.01% Add +6.1% 59,204 $11.4M
Conning Inc. 0.43% Add +4.1% 59,136 $11.4M
Bridgewater Advisors Inc. 1.41% Add +91.7% 63,421 $11.4M
Strategic Wealth Partners, Ltd. 1.19% Add +6.4% 58,975 $11.4M
Smithbridge Asset Management Inc. 2.37% Reduce -7.2% 58,936 $11.4M
Clearstead Trust, LLC 2.83% Add +0.4% 58,872 $11.4M
Alpine Woods Capital Investors, LLC 1.75% Add +7.7% 58,810 $11.4M
Family Capital Management, Inc. 7.73% Reduce -2.8% 58,711 $11.3M
Townsend Asset Management Corp. /NC/ 4.40% Add +8.7% 58,709 $11.3M
Mathes Company, Inc. 4.15% Reduce -0.7% 58,605 $11.3M
Diversify Wealth Management, LLC 1.41% — 70,305 $11.3M
Strong Tower Advisory Services 3.71% Add +6.7% 58,445 $11.3M
FACT Capital, LP 4.03% Reduce -22.9% 58,429 $11.3M
Bard Financial Services, Inc. 1.17% Reduce -1.7% 58,395 $11.3M
SevenBridge Financial Group, LLC 2.49% Add +2.6% 69,484 $11.3M
MADDEN SECURITIES Corp 4.97% Reduce -0.2% 58,111 $11.2M
BOCHK Asset Management Ltd 3.67% Add +32.0% 58,100 $11.2M
Spectrum Wealth Counsel, LLC 1.42% Add +11.0% 58,018 $11.2M
Jamison Private Wealth Management, Inc. 1.86% Reduce -4.0% 57,935 $11.2M
Game Creek Capital, LP 6.22% Reduce -4.1% 57,900 $11.2M
HWG Holdings LP 4.09% — 57,739 $11.2M
University of Texas/Texas Am Investment Management Co. 2.17% Add +180.8% 57,669 $11.1M
Georgetown University 3.68% No change 57,660 $11.1M
Mezzasalma Advisors, LLC 4.75% Add +7.3% 57,329 $11.1M
Consolidated Investment Group LLC 1.71% No change 57,120 $11.0M
Wrapmanager Inc. 3.05% Reduce -1.7% 57,097 $11.0M
Canvas Wealth Advisors, LLC 3.41% Reduce -3.8% 60,718 $11.0M
TRUE Private Wealth Advisors 1.25% Reduce -3.2% 57,050 $11.0M
One Wealth Management Investment & Advisory Services, LLC 4.39% Reduce -3.3% 56,919 $11.0M
Roberts Wealth Advisors, LLC 3.74% Add +0.1% 55,017 $11.0M
Colonial Trust Co / SC 1.93% Add +6.0% 56,634 $10.9M
Moneco Advisors, LLC 1.61% Add +2.9% 56,522 $10.9M
Glen Eagle Advisors, LLC 2.00% Add +5.5% 56,465 $10.9M
Main Street Financial Solutions, LLC 1.03% Add +6.0% 56,370 $10.9M
PKO Investment Management Joint-Stock Co 1.34% Reduce -14.9% 56,344 $10.9M
Crystal Rock Capital Management 6.50% No change 56,255 $10.9M
McCollum Christoferson Group LLC 3.23% Reduce -3.4% 56,125 $10.8M
Courier Capital LLC 0.86% Reduce -0.2% 55,999 $10.8M
KG Capital Management 3.74% Reduce -0.4% 55,999 $10.8M
Garden State Investment Advisory Services LLC 3.72% Add +0.3% 55,727 $10.8M
Portfolio Design Labs, LLC 3.32% Add +5.0% 55,684 $10.8M
Peterson Wealth Services 3.76% Add +0.5% 55,643 $10.8M
Arjuna Capital 2.89% Add +0.5% 55,619 $10.7M
Seaview Investment Managers LLC 3.23% Reduce -10.5% 55,597 $10.7M
WealthBridge Investment Counsel Inc. 4.10% Add +4.0% 55,406 $10.7M
Fort Point Capital Partners LLC 1.37% Reduce -1.6% 55,363 $10.7M
Stratos Investment Management, LLC 0.89% Add +10.6% 55,355 $10.7M
Tradewinds, LLC. 3.29% Add +20.8% 55,318 $10.7M
Forvis Mazars Wealth Advisors, LLC 0.27% Reduce -9.2% 55,293 $10.7M
Fairfield Financial Advisors, LTD 3.15% — 55,186 $10.7M
Pinnacle Wealth Planning Services, Inc. 1.52% Add +0.6% 55,059 $10.6M
Sierra Capital LLC 1.42% No change 54,861 $10.6M
Eastover Investment Advisors LLC 5.07% Reduce -0.1% 53,009 $10.6M
Kelly Lawrence W & Associates Inc. 2.45% Add +24815.9% 54,815 $10.6M
CFO4Life Group, LLC 1.99% Reduce -2.1% 54,790 $10.6M
Platform Technology Partners 3.64% — 54,768 $10.6M
Bell Bank 0.89% Add +5.4% 54,737 $10.6M
TLW Wealth Management, LLC 6.59% Reduce -1.2% 54,706 $10.6M
Tyche Wealth Partners LLC 2.57% Add +2.3% 54,692 $10.6M
Delta Investment Management, LLC 2.33% Add +0.4% 54,640 $10.6M
Advanced Asset Management Advisors Inc 2.81% Reduce -0.1% 54,600 $10.6M
Quadcap Wealth Management, LLC 1.91% Add +13.1% 54,619 $10.6M
PYA Waltman Capital, LLC 3.87% Reduce -2.5% 54,563 $10.5M
Tradition Wealth Management, LLC 1.02% Add +7.5% 54,441 $10.5M
Prelude Capital Management, LLC 0.88% Add +33.8% 54,356 $10.5M
Pioneer Trust Bank N A 2.83% Add +5.3% 54,220 $10.5M
Unio Capital LLC 4.40% Add +2.8% 54,180 $10.5M
Legacy CG, LLC 3.56% Reduce -1.1% 54,069 $10.4M
Chronos Wealth Management, LLC 5.81% Reduce -0.5% 54,042 $10.4M
Incline Global Management LLC 4.30% Reduce -34.9% 54,000 $10.4M
Once Capital Management, LLC 5.16% No change 53,900 $10.4M
Independence Bank of Kentucky 2.76% Add +10.6% 53,877 $10.4M
Summerhill Capital Management lnc. 7.36% Reduce -3.4% 53,800 $10.4M
First Trust Investment Solutions L.P. 1.46% Add +49.9% 53,794 $10.4M
Parkside Financial Bank & Trust 1.63% Add +0.8% 53,770 $10.4M
Nicholas Investment Partners, LP 1.21% No change 53,736 $10.4M
Laurel Wealth Advisors LLC 1.82% Reduce -3.2% 53,698 $10.4M
GFG Capital, LLC 2.82% Add +4.6% 53,600 $10.4M
Westside Investment Management, Inc. 2.36% Add +0.8% 53,444 $10.3M
CV Advisors LLC 5.75% Reduce -2.2% 53,322 $10.3M
Clay Northam Wealth Management, LLC 7.81% Reduce -0.0% 53,296 $10.3M
GPM Growth Investors, Inc. 4.37% — 53,139 $10.3M
Welch Group, LLC 0.49% Add +0.5% 53,035 $10.2M
Pragma Gestao DE Patrimonio Ltd. 5.44% Reduce -17.2% 53,000 $10.2M
Venturi Wealth Management, LLC 0.61% Add +25.3% 52,989 $10.2M
Schaper Benz & Wise Investment Counsel Inc. 0.89% Add +1.7% 52,956 $10.2M
Capital City Trust Co. 2.77% Add +0.7% 52,857 $10.2M
Kanawha Capital Management LLC 0.80% Add +11.0% 52,857 $10.2M
Kelleher Financial Advisors 4.19% Reduce -0.2% 52,826 $10.2M
Alcosta Capital Management, Inc. 6.28% Reduce -0.6% 52,746 $10.2M
Chemung Canal Trust Co. 1.97% Reduce -5.1% 52,680 $10.2M
Penbrook Management LLC 6.21% Add +4.1% 52,640 $10.2M
XML Financial, LLC 1.02% Add +3.0% 52,541 $10.2M
Forge First Asset Management Inc. 4.31% Add +10.1% 52,500 $10.1M
Monetary Management Group Inc. 2.68% Add +2.3% 52,515 $10.1M
Smithfield Trust Co 0.53% Reduce -0.1% 52,425 $10.1M
B & T Capital Management DBA Alpha Capital Management 1.97% Reduce -2.1% 52,426 $10.1M
Keystone Financial Group 3.67% Add +2.7% 52,376 $10.1M
Community Bank & Trust, Waco, Texas 2.52% Reduce -0.9% 52,249 $10.1M
HTLF Bank 1.15% Reduce -2.8% 52,241 $10.1M
Annandale Capital, LLC 2.10% No change 52,135 $10.1M
Prospect Hill Management, LLC 5.53% Add +0.2% 52,118 $10.1M
UNIVEST FINANCIAL Corp 2.79% Reduce -1.1% 51,912 $10.0M
Alta Fox Capital Management, LLC 6.36% No change 51,852 $10.0M
Brooklyn Investment Group 4.31% No change 55,338 $10.0M
Gryphon Financial Partners LLC 1.50% Add +4.0% 51,788 $10.0M
Strengthening Families & Communities, LLC 2.87% Add +23.6% 51,769 $10.0M
Vise Technologies, Inc. 1.76% Reduce -0.5% 51,767 $10.0M
Zega Financial, LLC 3.62% Add +21.5% 51,758 $10.0M
McGuire Investment Group, LLC 1.43% Add +20.3% 51,723 $10.0M
Entropy Technologies, LP 1.08% Add +480.6% 51,521 $10.0M
Monetta Financial Services Inc. 8.61% No change 51,500 $10.0M
Wormser Freres Gestion 6.48% Add +3.3% 49,772 $9.9M
Westend Capital Management, LLC 3.49% Add +1.9% 50,366 $9.9M
Visionary Wealth Advisors 0.65% Reduce -7.5% 51,341 $9.9M
Chase Investment Counsel Corp. 3.51% Add +11.6% 51,240 $9.9M
Nicolet Advisory Services, LLC 0.95% Add +2.2% 49,519 $9.9M
Sage Mountain Advisors LLC 0.91% Add +20.2% 51,162 $9.9M
Harbour Capital Advisors, LLC 2.34% Reduce -8.5% 50,083 $9.9M
Merriman Wealth Management, LLC 0.43% Add +9.5% 51,004 $9.9M
Buck Wealth Strategies, LLC 2.91% New 51,010 $9.9M
Paragon Capital Management LLC 5.31% Reduce -1.3% 50,941 $9.8M
Octahedron Capital Management L.P. 9.87% Add +1.4% 50,900 $9.8M
Next Capital Management LLC 4.15% Reduce -0.3% 50,874 $9.8M
EagleClaw Capital Managment, LLC 1.76% Reduce -0.6% 50,755 $9.8M
Mission Creek Capital Partners, Inc. 2.45% Add +19.0% 50,357 $9.7M
Leeward Financial Partners, LLC 3.95% Reduce -0.8% 50,320 $9.7M
Palmer Knight Co 4.65% Reduce -0.4% 50,284 $9.7M
Dnca Finance 0.86% — 50,250 $9.7M
Ascentis Independent Advisors 2.01% — 50,027 $9.7M
Consilio Wealth Advisors, LLC 4.34% Add +0.2% 50,003 $9.7M
Center Lake Capital Management, LLC 18.76% Add +25.0% 50,000 $9.7M
KP Management LLC 3.64% No change 50,000 $9.7M
Lodestar Private Asset Management LLC 1.33% Add +1.6% 49,998 $9.7M
Yarra Square Partners LP 8.70% No change 49,910 $9.6M
WealthBridge Capital Management, LLC 3.19% Reduce -4.3% 49,872 $9.6M
Brant Point Investment Management LLC 2.26% Add +4.0% 49,851 $9.6M
Naviter Wealth, LLC 1.44% Add +7.3% 49,833 $9.6M
HBW Advisory Services LLC 1.60% Add +7.0% 49,825 $9.6M
Morningstar Investment Management LLC 1.01% Reduce -46.3% 49,811 $9.6M
HCR Wealth Advisors 1.37% Add +1.8% 49,723 $9.6M
Hillman Capital Management, Inc. 3.39% Reduce -16.3% 49,642 $9.6M
Harbor Advisory Corp. 3.31% Reduce -2.0% 49,632 $9.6M
Rational Advisors, Inc. 0.96% Reduce -29.1% 49,574 $9.6M
Smartleaf Asset Management LLC 1.57% Add +29.0% 48,365 $9.6M
Brave Asset Management Inc. 2.44% Reduce -1.2% 49,492 $9.6M
IFG Advisory, LLC 0.61% Add +1.2% 49,458 $9.6M
Pettyjohn, Wood & White, Inc. 1.85% Add +1.9% 49,439 $9.6M
Cardiff Park Advisors, LLC 0.92% Add +1.3% 49,439 $9.6M
Heritage Trust Co 1.26% Reduce -1.9% 49,382 $9.5M
Harmony Asset Management LLC 3.99% Add +5.7% 49,269 $9.5M
Trustmark Bank Trust Department 0.76% Add +2.4% 49,263 $9.5M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 3.62% Reduce -9.8% 49,236 $9.5M
Seamount Financial Group Inc. 7.75% Reduce -4.1% 49,148 $9.5M
Blue Edge Capital, LLC 1.57% Reduce -0.3% 49,032 $9.5M
Purus Wealth Management, LLC 4.18% Add +4.9% 48,999 $9.5M
Burr Financial Services, LLC 6.61% Reduce -4.2% 48,967 $9.5M
Brick & Kyle, Associates 3.93% Add +1.5% 48,957 $9.5M
Iowa State Bank 2.09% Add +4.0% 48,957 $9.5M
PFC Capital Group, Inc. 4.73% Add +0.9% 48,915 $9.5M
CHICAGO TRUST Co NA 1.92% Add +8.2% 48,882 $9.4M
Jasper Ridge Partners, L.P. 0.31% No change 48,880 $9.4M
Sound Income Strategies, LLC 0.66% Add +10.4% 48,859 $9.4M
Dumont & Blake Investment Advisors LLC 1.34% Add +100.6% 48,844 $9.4M
Ipswich Investment Management Co., Inc. 2.21% Add +0.7% 48,787 $9.4M
Chapman Investment Management, LLC 7.16% Reduce -7.3% 48,734 $9.4M
Inscription Capital, LLC 1.52% Reduce -1.1% 48,689 $9.4M
Evolutionary Tree Capital Management, LLC 9.68% Reduce -1.7% 48,668 $9.4M
Union Heritage Capital, LLC 3.70% No change 48,664 $9.4M
Regent Peak Wealth Advisors LLC 2.15% Add +1.2% 48,644 $9.4M
RNC Capital Management LLC 0.52% Add +12.6% 48,534 $9.4M
Castle Rock Wealth Management, LLC 2.34% Add +18.3% 47,550 $9.4M
Sargent Investment Group, LLC 1.90% Reduce -4.3% 48,304 $9.3M
Oberndorf William E 16.35% No change 48,260 $9.3M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 2.54% Reduce -20.1% 48,221 $9.3M
Financial Strategies Group, Inc. 2.34% Add +12.7% 46,714 $9.3M
Prairie Sky Financial Group LLC 5.78% Reduce -5.2% 48,185 $9.3M
Greater Midwest Financial Group, LLC 5.88% Add +4.3% 54,579 $9.3M
Moseley Investment Management Inc. 4.29% Reduce -0.7% 47,869 $9.3M
Prosperity Consulting Group, LLC 1.25% Reduce -14.6% 47,795 $9.2M
JT Stratford LLC 1.72% Add +7.2% 47,785 $9.2M
Codex Capital Asset Management L.L.C. 4.22% — 47,700 $9.2M
Goelzer Investment Management, Inc. 0.51% Reduce -1.5% 47,614 $9.2M
Blume Capital Management, Inc. 2.22% Add +0.9% 47,603 $9.2M
Affinity Wealth Management LLC 1.68% Add +1.9% 47,579 $9.2M
Eos Management, L.P. 3.60% Add +27.1% 47,554 $9.2M
Edge Capital Group, LLC 0.44% Add +2.5% 47,541 $9.2M
Hound Partners, LLC 1.84% New 47,538 $9.2M
Royal Fund Management, LLC 1.24% Add +40.0% 47,513 $9.2M
Insight Advisors, LLC/ PA 1.68% Reduce -0.8% 47,509 $9.2M
Bienville Capital Management, LLC 2.20% Add +0.9% 47,502 $9.2M
Fairfield, Bush & Co. 5.50% Reduce -1.4% 47,491 $9.2M
Valley National Advisers Inc. 1.36% Add +0.1% 47,363 $9.2M
Gilliland Jeter Wealth Management LLC 3.08% Reduce -0.9% 47,241 $9.1M
WealthPlan Investment Management, LLC 1.38% Add +0.5% 47,190 $9.1M
Violich Capital Management, Inc. 1.23% Add +17.7% 47,155 $9.1M
Contravisory Investment Management, Inc. 2.02% Add +3.1% 47,099 $9.1M
Gunderson Capital Management LLC 3.91% Add +7.6% 47,090 $9.1M
Beck Capital Management, LLC 2.50% Add +2.2% 47,005 $9.1M
Strait & Sound Wealth Management LLC 4.63% Reduce -0.7% 46,980 $9.1M
Aspen Grove Capital, LLC 2.14% Reduce -25.9% 46,955 $9.1M
Founders Financial Securities LLC 0.85% Add +10.0% 46,781 $9.0M
Rench Wealth Management, Inc. 3.24% Add +1.6% 46,700 $9.0M
Greenline Partners, LLC 1.37% Add +106.5% 45,694 $9.0M
Blue Trust, Inc. 0.12% Add +31.4% 49,889 $9.0M
Accent Capital Management, LLC 5.52% Add +43.1% 46,546 $9.0M
Bradley & Co. Private Wealth Management, LLC 6.65% Reduce -3.6% 46,516 $9.0M
McKinley Carter Wealth Services, Inc. 0.57% Add +12.8% 46,499 $9.0M
Cadence Bank 0.67% Add +1.1% 46,474 $9.0M
CIC Wealth, LLC 2.47% Add +1.3% 46,372 $9.0M
Addenda Capital Inc. 0.35% Reduce -0.0% 46,184 $8.9M
Chemistry Wealth Management LLC 2.31% Add +4.8% 46,192 $8.9M
In-Depth Partners, LLC 8.21% Reduce -18.1% 46,122 $8.9M
Angeles Wealth Management, LLC 0.84% Add +6.4% 46,082 $8.9M
Secure Asset Management, LLC 1.68% Add +16.3% 45,957 $8.9M
Trust Co of Kansas 4.64% Reduce -3.3% 45,948 $8.9M
Alpha Family Trust 5.20% No change 45,875 $8.9M
Stableford Capital II LLC 3.48% Reduce -17.9% 47,168 $8.9M
Trust Point Inc. 0.71% Reduce -5.7% 45,859 $8.9M
Accuvest Global Advisors 19.69% Reduce -34.6% 45,849 $8.9M
Shaker Investments LLC 3.85% Reduce -0.5% 45,844 $8.9M
Arax Advisory Partners 0.86% Add +17.7% 45,831 $8.9M
Fortis Group Advisors, LLC 1.76% Reduce -12.6% 45,808 $8.9M
Beverly Hills Private Wealth, LLC 1.93% Add +12.4% 45,734 $8.8M
Atlas Capital Advisors Inc. 1.15% Add +631.3% 45,715 $8.8M
Fortis Capital Advisors, LLC 3.19% Add +16.4% 45,693 $8.8M
Glassy Mountain Advisors, Inc. 3.27% Add +0.6% 45,685 $8.8M
Advisor OS, LLC 0.96% Add +5.4% 45,520 $8.8M
Kentucky Farm Bureau Mutual Insurance Co 2.00% No change 45,500 $8.8M
AlphaCore Capital LLC 2.13% Add +22.7% 45,472 $8.8M
Patriot Financial Group Insurance Agency, LLC 1.29% Add +5.4% 45,457 $8.8M
Capital Advisors Wealth Management, LLC 1.74% Add +5.1% 45,423 $8.8M
GC Wealth Management RIA, LLC 1.73% Add +0.4% 45,407 $8.8M
Oak Hill Wealth Advisors, LLC 2.66% — 45,384 $8.8M
Zullo Investment Group, Inc. 3.84% Reduce -0.7% 45,297 $8.8M
Evermay Wealth Management LLC 1.40% Reduce -0.4% 45,278 $8.7M
Zhang Financial LLC 0.61% Add +4.3% 45,263 $8.7M
Fernwood Investment Management, LLC 2.72% Reduce -4.3% 45,238 $8.7M
Clarity Capital Partners LLC 5.35% Reduce -0.7% 45,206 $8.7M
Bellecapital International Ltd. 1.87% Add +0.2% 45,130 $8.7M
City of London Investment Management Co. Ltd. 0.74% Add +968.0% 45,015 $8.7M
RPg Family Wealth Advisory, LLC 2.86% Add +0.6% 44,953 $8.7M
Asset Planning Services Inc. /La/ 4.58% Reduce -2.0% 44,920 $8.7M
Titleist Asset Management, LLC 1.31% Add +5.7% 44,895 $8.7M
Resolute Wealth Strategies, LLC 5.00% Add +0.7% 44,894 $8.7M
Pure Financial Advisors, LLC 0.24% Reduce -1.1% 44,807 $8.7M
RB Capital Management, LLC 2.31% Add +2.3% 44,804 $8.7M
BOK Financial Private Wealth, Inc. 0.63% Reduce -0.3% 44,711 $8.6M
Strategic Investment Advisors / MI 1.05% Add +2.9% 44,634 $8.6M
Norman Fields, Gottscho Capital Management, LLC 3.01% Add +2.1% 43,124 $8.6M
Eagle Capital Management, LLC 3.79% Reduce -1.9% 44,529 $8.6M
TCI Wealth Advisors, Inc. 0.81% Add +1.3% 44,510 $8.6M
Guardian Asset Advisors, LLC 6.32% Add +0.4% 44,507 $8.6M
PDS Planning, Inc 0.87% Add +9.0% 44,403 $8.6M
Ascent Wealth Partners, LLC 1.25% Add +3.2% 44,291 $8.6M
Threadgill Financial, LLC 4.00% Add +0.0% 44,125 $8.5M
Benson Investment Management Company, Inc. 3.53% Reduce -0.7% 44,122 $8.5M
Convergence Investment Partners, LLC 2.49% Add +49.4% 44,107 $8.5M
Citizens Business Bank 1.80% Reduce -2.3% 44,063 $8.5M
Warther Private Wealth, LLC 3.33% Add +284.4% 44,020 $8.5M
Lincoln Capital Corp. 3.65% Reduce -3.0% 43,988 $8.5M
Annis Gardner Whiting Capital Advisors, LLC 2.41% Add +39.8% 43,949 $8.5M
San Luis Wealth Advisors LLC 2.04% New 43,847 $8.5M
NatWest Group plc 2.89% Reduce -0.1% 43,800 $8.5M
Johnson Financial Group, Inc. 0.41% Add +22.2% 43,760 $8.5M
Stablepoint Partners, LLC 1.64% Reduce -4.1% 46,133 $8.5M
HERALD INVESTMENT MANAGEMENT Ltd 1.38% No change 43,700 $8.4M
Finer Wealth Management, Inc. 5.43% Reduce -3.1% 43,544 $8.4M
SS&H Financial Advisors, Inc. 3.28% Add +6.5% 43,527 $8.4M
High Note Wealth, LLC 2.57% Add +2.9% 43,513 $8.4M
IMS Capital Management 3.92% Add +2.1% 46,930 $8.4M
Ellevest, Inc. 0.50% Add +2.0% 43,434 $8.4M
Laffer Tengler Investments, Inc. 2.18% Add +29.6% 43,370 $8.4M
Pacifica Partners Inc. 3.59% Reduce -1.1% 42,331 $8.4M
Vantage Investment Partners, LLC 0.76% Reduce -9.5% 43,258 $8.4M
Mount Vernon Associates Inc. 7.43% Reduce -3.6% 43,233 $8.4M
Cornerstone Enterprises, LLC 5.55% Add +3.4% 43,212 $8.4M
Spark Investment Management LLC 49.99% No change 43,180 $8.3M
Enterprise Bank & Trust Co 2.85% Reduce -1.8% 43,122 $8.3M
Malaga Cove Capital, LLC 3.38% Reduce -0.6% 43,111 $8.3M
WT Wealth Management 2.84% Add +2.8% 43,109 $8.3M
Facet Wealth, Inc. 0.26% Add +6.5% 45,792 $8.3M
Catalyst Financial Partners LLC 1.83% Add +10.2% 43,053 $8.3M
Clear Creek Financial Management, LLC 1.01% Reduce -3.4% 43,015 $8.3M
Harbert Fund Advisors, LLC 6.68% No change 43,000 $8.3M
Archford Capital Strategies, LLC 1.34% Add +5.2% 42,899 $8.3M
Everhart Financial Group, Inc. 2.15% Add +14.5% 42,941 $8.3M
Absoluto Partners Gestao de Recursos Ltda 4.38% Reduce -11.3% 42,813 $8.3M
Sonata Capital Group Inc. 4.24% Reduce -1.5% 42,751 $8.3M
Sentry Investment Management LLC 3.66% Reduce -17.0% 42,626 $8.2M
Argonautica Private Wealth Management, Inc. 2.82% Add +0.1% 42,613 $8.2M
Mattson Financial Services, LLC 2.92% — 42,480 $8.2M
Silver Oak Securities, Incorporated 1.23% Add +0.4% 42,338 $8.2M
Knuff & Co LLC 2.66% Reduce -0.7% 42,334 $8.2M
Guardian Investment Management 5.85% Add +472.6% 39,268 $8.2M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 4.65% Add +28.6% 42,263 $8.2M
Synergy Financial Group, LTD 8.55% Reduce -0.1% 42,232 $8.2M
WealthShield Partners, LLC 1.24% Add +2.8% 42,228 $8.2M
Sterneck Capital Management, LLC 4.63% Add +39.4% 42,172 $8.1M
Benjamin Edwards Inc. 1.57% Add +2.1% 42,143 $8.1M
Howard Capital Management, LLC 0.80% Add +9.6% 42,049 $8.1M
Asio Capital, LLC 1.66% Add +1.3% 42,041 $8.1M
Bfsg, LLC 1.03% Add +1.2% 42,009 $8.1M
Blueprint Investment Partners LLC 1.76% Add +12.1% 41,981 $8.1M
Mendel Money Management 3.79% Reduce -0.8% 41,928 $8.1M
Metavasi Capital LP 4.47% Reduce -14.3% 41,906 $8.1M
Lynch Asset Management, Inc. 3.46% Reduce -2.3% 41,900 $8.1M
Ayrshire Capital Management LLC 4.13% Add +2.2% 41,896 $8.1M
Householder Group Estate & Retirement Specialist, LLC 2.27% Add +2.5% 41,812 $8.1M
RS Crum Inc. 2.12% Add +2872.6% 41,765 $8.1M
King Wealth Management Group 1.35% Add +8.1% 41,753 $8.1M
Investment Research & Advisory Group, Inc. 3.58% Reduce -0.1% 41,751 $8.1M
Revolve Wealth Partners, LLC 1.33% Add +0.2% 41,716 $8.1M
Resonant Capital Advisors, LLC 0.65% Add +5.4% 41,714 $8.1M
HHLR Advisors, LTD. 0.20% Reduce -94.9% 41,700 $8.1M
Syon Capital LLC 0.74% Add +4.6% 41,673 $8.1M
Smith Anglin Financial, LLC 0.81% Reduce -0.5% 41,666 $8.1M
Smith, Moore & Co. 0.83% Add +2.9% 41,662 $8.1M
Pine Ridge Advisers LLC 0.86% Reduce -35.4% 41,630 $8.0M
Romano Brothers and Company 1.11% Add +0.7% 41,534 $8.0M
Barrier Capital Management, LLC 7.83% Reduce -3.0% 41,497 $8.0M
ORG Partners LLC 1.00% Add +892.9% 40,651 $8.0M
CNB Bank 3.85% Add +14.2% 41,415 $8.0M
Capital Group Investment Management Pte. LTD. 1.73% Reduce -19.5% 41,337 $8.0M
Bouvel Investment Partners, LLC 3.09% Reduce -0.2% 41,284 $8.0M
M.D. Sass, LLC 0.65% Add +2.5% 41,165 $8.0M
Wendell David Associates Inc. 0.81% Reduce -0.1% 41,074 $7.9M
Aries Wealth Management 2.50% Add +0.7% 40,983 $7.9M
Capstone Financial Advisors, Inc. 0.52% Reduce -2.0% 40,889 $7.9M
Asset Management Group, Inc. 1.19% Add +1.9% 40,648 $7.9M
Tsfg, LLC 1.83% Add +6.5% 40,602 $7.8M
Prairie Wealth Advisors, Inc. 3.97% Reduce -8.7% 40,506 $7.8M
Mitsubishi UFJ Asset Management (UK) Ltd. 4.04% Add +3.9% 40,500 $7.8M
Helios Capital Management Pte. Ltd. 5.10% Add +15.1% 40,500 $7.8M
Oliver Luxxe Assets LLC 1.66% Reduce -0.4% 40,471 $7.8M
Knightsbridge Asset Management, LLC 1.96% Reduce -0.8% 40,441 $7.8M
Global Endowment Management, LP 0.83% Reduce -8.9% 40,432 $7.8M
Western Pacific Wealth Management, LP 5.91% Add +0.3% 40,424 $7.8M
Harbour Investment Management LLC 3.61% Add +0.2% 40,405 $7.8M
Concord Wealth Partners 1.37% Add +0.4% 40,282 $7.8M
Stonebrook Private Inc. 2.24% Add +3.9% 40,263 $7.8M
Gouws Capital LLC 5.57% Add +1.4% 40,241 $7.8M
Stoneridge Investment Partners LLC 2.94% Reduce -21.2% 40,214 $7.8M
Perkins Coie Trust Co 1.81% Add +3.5% 40,163 $7.8M
United Advisor Group, LLC 2.41% Reduce -7.3% 40,091 $7.7M
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 23.61% Add +23.6% 40,047 $7.7M
Brown, Lisle/Cummings, Inc. 2.52% Add +5.8% 40,020 $7.7M
Forest Hill Capital, LLC 6.38% No change 40,000 $7.7M
Aperture Investors, LLC 1.13% Reduce -32.5% 39,990 $7.7M
Klingman & Associates, LLC 0.52% Add +2.5% 39,974 $7.7M
Sloy Dahl & Holst, LLC 1.62% Reduce -2.0% 39,941 $7.7M
Eisler Capital (US) LLC 1.46% Reduce -61.7% 39,898 $7.7M
Tower Bridge Advisors 0.87% Reduce -3.4% 39,883 $7.7M
LMG Wealth Partners, LLC 1.92% Reduce -0.1% 39,807 $7.7M
Oak Harvest Investment Services 1.21% Add +27.8% 39,782 $7.7M
Three Seasons Wealth, LLC 4.25% Reduce -5.7% 39,767 $7.7M
LVW Advisors, LLC 1.13% Add +4.6% 39,745 $7.7M
AI-Squared Management Ltd 7.00% New 39,700 $7.7M
Curtis Advisory Group, LLC 2.69% Reduce -0.1% 39,476 $7.6M
Full Sail Capital, LLC 0.51% Add +1.6% 39,462 $7.6M
Highline Wealth Partners LLC 2.87% Add +2.0% 39,425 $7.6M
Freedom Investment Management, Inc. 0.62% Reduce -4.2% 39,393 $7.6M
World Equity Group, Inc. 2.27% Reduce -50.1% 39,300 $7.6M
Stiles Financial Services Inc 2.92% Reduce -0.4% 39,283 $7.6M
Capital Investment Counsel, LLC 1.49% Add +470.1% 39,198 $7.6M
HHM Wealth Advisors, LLC 1.14% Reduce -1.0% 39,155 $7.6M
Arlington Financial Advisors, LLC 1.66% Reduce -2.7% 39,134 $7.6M
Nadler Financial Group, Inc. 0.89% Reduce -0.7% 39,112 $7.6M
BBR Partners, LLC 0.62% Reduce -0.1% 39,112 $7.6M
DeDora Capital, Inc. 2.32% Add +0.6% 39,036 $7.5M
TBH Global Asset Management, LLC 1.67% Reduce -3.7% 38,999 $7.5M
GenTrust, LLC 0.41% Add +4.8% 38,965 $7.5M
Rockline Wealth Management, LLC 2.33% Add +19.7% 38,947 $7.5M
Canal Capital Management, LLC 1.28% Reduce -0.2% 38,889 $7.5M
Cloverfields Capital Group, LP 2.53% Reduce -0.2% 38,719 $7.5M
Tiff Advisory Services, LLC 2.58% Add +0.8% 38,659 $7.5M
Curbstone Financial Management Corp 1.62% Reduce -2.0% 38,558 $7.5M
Kerrisdale Advisers, LLC 2.33% Add +64.2% 38,543 $7.4M
Bell & Brown Wealth Advisors, LLC 2.85% Add +1.0% 38,540 $7.4M
Mengis Capital Management, Inc. 1.51% Reduce -1.6% 38,460 $7.4M
SYSTM Wealth Solutions LLC 1.66% Reduce -17.5% 38,381 $7.4M
CastleKnight Management LP 1.04% No change 38,370 $7.4M
Roanoke Asset Management Corp./ NY 2.48% Reduce -0.6% 38,340 $7.4M
Beacon Bank & Trust 1.85% Reduce -3.8% 38,158 $7.4M
White Pine Investment CO 2.16% Reduce -0.8% 38,084 $7.4M
Sabal Trust CO 0.44% Add +3.0% 38,011 $7.3M
Peloton Wealth Strategists 3.07% Reduce -1.1% 37,975 $7.3M
Edgewood Management LLC 0.02% No change 37,880 $7.3M
Teza Capital Management LLC 0.90% Reduce -33.1% 37,818 $7.3M
Sculati Wealth Management, LLC 3.13% Reduce -0.3% 37,806 $7.3M
Accurate Wealth Management, LLC 1.75% Add +13.6% 37,990 $7.3M
AAFMAA Wealth Management & Trust LLC 3.58% Add +5.1% 37,635 $7.3M
Gateway Advisory, LLC 1.23% Reduce -0.1% 37,620 $7.3M
CPC Advisors, LLC 1.20% Add +4.8% 37,603 $7.3M
CGN Advisors LLC 0.84% Add +2.0% 37,523 $7.3M
Texas Yale Capital Corp. 0.35% Reduce -5.7% 37,507 $7.2M
KPP Advisory Services LLC 1.93% Add +2.6% 37,475 $7.2M
626 Financial, LLC 4.20% Add +0.6% 37,427 $7.2M
Gibbs Wealth Management 2.92% Add +34.4% 37,307 $7.2M
GS Investments, Inc. 3.40% Reduce -0.4% 37,250 $7.2M
Hohimer Wealth Management, LLC 1.67% Add +123.0% 37,229 $7.2M
Catalina Capital Group, LLC 2.74% Add +10.0% 37,213 $7.2M
Beta Wealth Group, Inc. 3.40% Reduce -5.3% 37,109 $7.2M
Peoples Financial Services Corp. 3.24% Reduce -1.9% 37,109 $7.2M
Glynn Capital Management LLC 1.45% No change 37,080 $7.2M
Lorne Steinberg Wealth Management Inc. 2.30% Reduce -0.2% 37,036 $7.2M
Round Rock Advisors LLC 1.74% Add +1.9% 36,964 $7.1M
BigSur Wealth Management LLC 2.19% Add +14.9% 36,970 $7.1M
Twenty Acre Capital LP 6.63% Add +9.7% 43,000 $7.1M
Carolinas Wealth Consulting LLC 1.38% Add +0.1% 36,882 $7.1M
Aaron Wealth Advisors LLC 0.99% Add +5.3% 36,875 $7.1M
Legacy Trust 1.77% Add +6.9% 36,874 $7.1M
Channing Global Advisors, LLC 5.96% Reduce -0.0% 36,847 $7.1M
Adirondack Trust Co. 2.91% Reduce -0.1% 36,844 $7.1M
Advanced Portfolio Management, LLC 4.70% Add +211.2% 36,840 $7.1M
Harrell Investment Partners, LLC 2.07% Reduce -0.0% 36,825 $7.1M
Indiana Trust & Investment Management Co 2.61% Add +8.6% 36,801 $7.1M
Horrell Capital Management, Inc. 2.06% Add +0.8% 36,780 $7.1M
RDA Financial Network 2.33% Add +4.4% 36,734 $7.1M
TFG Advisers LLC 2.75% Reduce -3.7% 36,715 $7.1M
Martel Wealth Advisors LLC 1.52% Reduce -11.7% 36,628 $7.1M
Pegasus Asset Management, Inc. 2.20% Add +1.7% 36,589 $7.1M
Kingfisher Capital LLC 1.66% Add +0.6% 36,526 $7.1M
Beacon Capital Management, LLC 1.30% Add +3.8% 36,520 $7.1M
Baldwin Investment Management, LLC 0.97% Reduce -0.1% 36,485 $7.1M
Marietta Investment Partners LLC 1.55% Add +32.3% 36,409 $7.0M
Global Assets Advisory, LLC 11.21% Add +0.9% 36,408 $7.0M
Old North State Wealth Management, LLC 4.62% Add +1.7% 36,310 $7.0M
Legacy Financial Advisors, Inc. 1.24% Add +5.1% 36,126 $7.0M
Westchester Capital Management, Inc. 1.76% Add +1.1% 36,124 $7.0M
American Trust 0.57% Reduce -4.7% 36,077 $7.0M
Connable Office Inc. 0.75% Reduce -4.6% 36,064 $7.0M
Nightview Capital, LLC 11.49% Reduce -25.3% 36,057 $7.0M
Westmount Partners, LLC 2.29% Add +2.0% 35,130 $6.9M
Riggs Asset Managment Co. Inc. 2.06% Reduce -0.2% 35,843 $6.9M
Marcum Wealth, LLC 0.69% Add +2.9% 35,821 $6.9M
Raab & Moskowitz Asset Management LLC 1.88% Reduce -0.2% 35,788 $6.9M
First Washington CORP 2.56% Add +2.4% 35,746 $6.9M
Game Plan Financial Advisors, LLC 3.80% Add +5.3% 35,648 $6.9M
Bennett Selby Investments LP 3.09% Add +0.6% 35,599 $6.9M
Apexium Financial, LP 0.49% Add +1.2% 35,592 $6.9M
Essex Investment Management Co. LLC 1.29% Reduce -8.4% 35,561 $6.9M
Wambolt & Associates, LLC 2.00% Add +13.5% 34,791 $6.9M
Bank of New Hampshire 1.78% Reduce -1.7% 35,501 $6.9M
Modus Advisors, LLC 2.43% Add +1.2% 35,499 $6.9M
Quent Capital, LLC 0.75% Add +5.2% 35,493 $6.9M
Wealth Advisors of Tampa Bay, LLC 3.19% Reduce -1.8% 35,418 $6.8M
All Terrain Financial Advisors, LLC 2.88% Reduce -4.9% 35,407 $6.8M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.20% Reduce -44.5% 35,298 $6.8M
Quotient Wealth Partners, LLC 0.24% Add +9.7% 35,285 $6.8M
Westwood Wealth Management 2.69% Add +3.1% 35,270 $6.8M
Farmers Trust Co. 1.38% Reduce -1.3% 35,253 $6.8M
WMS Partners, LLC 0.44% Add +1.8% 35,250 $6.8M
Marks Group Wealth Management, Inc 0.72% Add +1.4% 35,250 $6.8M
Bridge Creek Capital Management LLC 2.19% Reduce -1.5% 35,234 $6.8M
Stokes Family Office, LLC 0.80% Add +3.5% 35,231 $6.8M
Wills Financial Group, Inc. 3.13% Add +1.6% 35,201 $6.8M
Aua Capital Management, LLC 4.10% Reduce -0.1% 35,197 $6.8M
Wunderlich Capital Managemnt 3.03% Add +0.7% 35,130 $6.8M
Optas, LLC 1.75% Add +3.6% 35,099 $6.8M
Doliver Advisors, LP 1.89% Add +6.6% 35,096 $6.8M
Costello Asset Management, INC 5.04% Add +3.5% 35,000 $6.8M
Value Star Asset Management (Hong Kong) Ltd 2.51% Add +16.7% 35,000 $6.8M
Mitchell McLeod Pugh & Williams Inc. 1.54% Add +1.2% 34,998 $6.8M
LaFleur & Godfrey LLC 0.99% Reduce -2.0% 34,987 $6.8M
Columbia Bank 2.62% Add +5.1% 34,983 $6.8M
Nicolet Bankshares Inc. 1.42% Reduce -0.3% 34,967 $6.8M
Chapin Davis, Inc. 2.31% Add +4.7% 34,951 $6.8M
Aviso Financial Inc. 0.38% — 35,036 $6.7M
Peak Planning Group, LLC 3.31% Add +7.6% 34,896 $6.7M
Alaethes Wealth, LLC 2.78% Add +0.1% 34,755 $6.7M
Winthrop Advisory Group LLC 0.91% Reduce -2.2% 34,752 $6.7M
Delaney Dennis R 3.63% Add +2.6% 34,733 $6.7M
Strategic Advocates LLC 2.66% Add +0.1% 34,691 $6.7M
Hidden Lake Asset Management LP 5.70% New 34,620 $6.7M
Old Second National Bank of Aurora 1.71% Reduce -3.5% 34,552 $6.7M
Altman Advisors, Inc. 3.79% Reduce -1.4% 34,522 $6.7M
Catalyst Capital Advisors LLC 0.15% Add +93.8% 34,515 $6.7M
Formidable Asset Management, LLC 1.08% Add +6.7% 34,514 $6.7M
Boston Research & Management Inc. 1.68% Reduce -0.6% 34,447 $6.7M
Neo Ivy Capital Management 1.31% — 34,428 $6.7M
WR Wealth Planners, LLC 2.03% Add +0.5% 34,366 $6.6M
Guardian Wealth Advisors, LLC / NC 0.77% Add +2.7% 34,274 $6.6M
Hixon Zuercher, LLC 2.79% Reduce -9.2% 34,197 $6.6M
Hummer Financial Advisory Services Inc 5.71% Reduce -5.5% 34,180 $6.6M
Sitrin Capital Management LLC 3.51% Add +0.4% 34,128 $6.6M
Evergreen Wealth Management, LLC 4.37% No change 34,106 $6.6M
JB Capital LLC 0.41% Add +1.0% 34,062 $6.6M
Reliant Investment Management, LLC 3.10% Add +0.0% 34,027 $6.6M
Notis-McConarty Edward 2.58% Add +1.4% 33,975 $6.6M
AdvisorNet Financial, Inc 0.59% Reduce -1.4% 33,865 $6.5M
Community Bank, N.A. 0.86% Add +11.9% 33,852 $6.5M
Darden Wealth Group Inc 3.94% Reduce -2.9% 33,755 $6.5M
Empire Financial Management Company, LLC 2.15% Reduce -1.0% 33,663 $6.5M
Guinness Atkinson Asset Management Inc 3.18% Reduce -0.1% 33,657 $6.5M
Waterloo Capital, L.P. 0.78% Add +15.3% 33,621 $6.5M
Towne Trust Company, N.A 2.52% Add +2.4% 33,596 $6.5M
Modern Wealth Management, LLC 0.48% Add +12.1% 33,519 $6.5M
Mill Creek Capital Advisors, LLC 0.16% Add +9.1% 33,485 $6.5M
Prosperitas Financial LLC 3.94% Add +0.1% 33,452 $6.5M
Independent Solutions Wealth Management, LLC 1.48% Reduce -0.8% 33,445 $6.5M
Sivia Capital Partners, LLC 4.32% Reduce -3.6% 33,442 $6.5M
Mitchell Sinkler & Starr 1.66% Add +3.1% 34,836 $6.4M
Moss Adams Wealth Advisors LLC 0.90% Add +12.1% 33,354 $6.4M
Marshall & Sullivan Inc. 3.21% Reduce -1.3% 33,246 $6.4M
Armstrong Advisory Group, Inc. 0.57% Add +5.1% 33,237 $6.4M
Concord Asset Management, LLC 1.59% Add +13.9% 33,216 $6.4M
Processus Wealth & Capital Management, LLC 5.32% Add +5.2% 33,189 $6.4M
State of Wyoming 1.05% Reduce -11.1% 33,044 $6.4M
Northstar Advisory Group, LLC 3.67% Add +3.5% 33,007 $6.4M
SWS Partners 1.91% Add +4.6% 33,006 $6.4M
Ignite Planners, LLC 1.55% Reduce -0.5% 31,859 $6.4M
LBMC Investment Advisors, LLC 0.55% Add +94.0% 32,967 $6.4M
Bahl & Gaynor LLC 0.04% Add +2.9% 32,895 $6.4M
Brady Family Wealth, LLC 2.05% Add +5.7% 32,830 $6.3M
WNY Asset Management, LLC 0.84% Reduce -1.3% 32,796 $6.3M
Signet Financial Management, LLC 0.85% Add +0.8% 32,738 $6.3M
Absolute Gestao de Investimentos Ltda. 3.30% Reduce -63.6% 32,719 $6.3M
Brandywine Oak Private Wealth LLC 0.65% Reduce -1.2% 32,715 $6.3M
Canopy Partners, LLC 2.94% Add +2.5% 32,716 $6.3M
SignalPoint Asset Management, LLC 1.69% Reduce -0.4% 32,702 $6.3M
Accel Wealth Management 2.53% Add +10.9% 32,694 $6.3M
Segment Wealth Management, LLC 0.47% Reduce -1.4% 32,689 $6.3M
Trinity Legacy Partners, LLC 1.79% Reduce -0.8% 32,639 $6.3M
Millennium Capital Advisors, LLC 4.17% Reduce -0.0% 32,435 $6.3M
SOL Capital Management CO 0.75% Add +3.5% 32,402 $6.3M
Drucker Wealth 3.0, LLC 1.66% — 32,394 $6.3M
Cox Capital Mgt LLC 3.78% New 32,377 $6.3M
Citizens & Northern Corp. 1.96% Reduce -0.3% 32,357 $6.3M
Colonial River Investments, LLC 3.36% Add +5.9% 32,342 $6.3M
Alexander Labrunerie & Co., Inc. 3.41% Add +0.1% 32,327 $6.2M
Redwood Investment Management, LLC 0.54% Add +8.7% 34,982 $6.2M
SkyOak Wealth, LLC 1.45% Add +0.0% 32,241 $6.2M
Choice Wealth Advisors LLC 3.30% Reduce -0.3% 32,227 $6.2M
Wisconsin Capital Management LLC 3.15% Add +8.5% 32,172 $6.2M
Bright Futures Wealth Management, LLC. 3.37% Add +0.4% 36,984 $6.2M
Tsai Capital Corp 6.11% Reduce -19.0% 32,125 $6.2M
Glass Wealth Management Co LLC 3.63% Add +1.2% 32,100 $6.2M
Field & Main Bank 2.32% Reduce -1.2% 32,080 $6.2M
Goodman Advisory Group, LLC 1.85% Reduce -3.1% 32,070 $6.2M
W.H. Cornerstone Investments Inc. 4.38% Reduce -1.5% 31,989 $6.2M
Herbst Group, LLC 3.76% Reduce -1.2% 31,961 $6.2M
WJ Wealth Management, LLC 2.25% Add +59.7% 31,952 $6.2M
Cape Cod Five Cents Savings Bank 0.60% Add +172.4% 31,939 $6.2M
Worth Financial Advisory Group, LLC 4.05% Add +5.3% 31,898 $6.2M
Avantax Planning Partners, Inc. 0.20% Reduce -12.4% 31,853 $6.2M
Joseph P. Lucia & Associates, LLC 3.15% Add +4.5% 31,827 $6.2M
Focused Wealth Management, Inc 0.91% Reduce -0.7% 31,822 $6.1M
Berkshire Asset Management LLC 0.31% Add +13.4% 31,734 $6.1M
Old Well Partners, LLC 7.22% Reduce -4.5% 31,701 $6.1M
O'Neil Global Advisors, Inc. 2.88% New 31,675 $6.1M
Ironwood Financial, llc 1.37% Add +0.0% 31,648 $6.1M
Tabor Asset Management, LP 3.28% Reduce -38.8% 32,687 $6.1M
ELCO Management Co., LLC 3.56% Add +1.6% 31,595 $6.1M
RDST Capital LLC 1.61% Add +6.4% 31,580 $6.1M
Hardy Reed LLC 0.61% Add +973.0% 31,546 $6.1M
Souders Financial Advisors 0.92% Add +0.9% 31,491 $6.1M
Plancorp, LLC 0.26% Add +2.9% 31,451 $6.1M
Founders Financial Alliance, LLC 1.80% Reduce -8.3% 31,436 $6.1M
Old Mission Investment Co LLC 1.97% Reduce -1.2% 31,428 $6.1M
IMA Advisory Services, Inc. 2.67% Add +1.8% 31,282 $6.0M
Untitled Investments LP 1.35% Reduce -67.0% 31,215 $6.0M
Mayflower Financial Advisors, LLC 0.99% Add +0.6% 32,168 $6.0M
Peachtree Investment Partners, LLC 2.35% Reduce -2.6% 31,015 $6.0M
Keudell/Morrison Wealth Management 1.75% Reduce -2.1% 30,996 $6.0M
Jacobi Capital Management LLC 0.52% Reduce -7.0% 30,992 $6.0M
Patten & Patten Inc. 0.42% Add +0.3% 30,936 $6.0M
Compton Wealth Advisory Group, LLC 1.59% Add +3.9% 30,881 $6.0M
Masso Torrence Wealth Management Inc. 3.31% Add +0.1% 30,848 $6.0M
Tranquility Partners, LLC 2.29% Add +2.5% 30,847 $6.0M
Snider Financial Group 2.30% Reduce -0.6% 30,840 $6.0M
Connecticut Wealth Management, LLC 0.31% Add +1.0% 30,793 $6.0M
CKW Financial Group 0.76% No change 30,153 $5.9M
Orion Capital Management LLC 3.13% Add +0.1% 30,765 $5.9M
Invst, LLC 0.66% Add +8.2% 30,145 $5.9M
FFT Wealth Management LLC 0.53% Add +6.0% 30,749 $5.9M
GSG Advisors LLC 2.10% Reduce -2.0% 30,129 $5.9M
Voya Financial Advisors, Inc. 0.67% Add +6.5% 30,027 $5.9M
Powell Investment Advisors, LLC 3.08% Add +0.8% 30,737 $5.9M
Ulland Investment Advisors, LLC 4.53% Add +0.4% 30,732 $5.9M
Paces Ferry Wealth Advisors, LLC 3.58% Reduce -0.9% 30,729 $5.9M
MJP Associates Inc. 1.23% Add +7.6% 30,689 $5.9M
Baker Tilly Wealth Management, LLC 2.42% Reduce -62.9% 30,657 $5.9M
Certified Advisory Corp 0.74% Add +0.2% 30,625 $5.9M
Ausdal Financial Partners, Inc. 0.63% Add +1.9% 30,616 $5.9M
Northwest Investment Counselors, LLC 1.48% Add +5.6% 30,605 $5.9M
Evergreen Private Wealth LLC 2.91% Add +1.0% 30,529 $5.9M
Avaii Wealth Management, LLC 3.27% Add +19.8% 30,497 $5.9M
BW Gestao de Investimentos Ltda. 0.78% Add +18.6% 30,495 $5.9M
Eagle Rock Investment Company, LLC 1.07% Reduce -0.6% 30,481 $5.9M
Global Wealth Management Investment Advisory, Inc. 1.37% Add +0.5% 30,453 $5.9M
Zimmermann Investment Management & Planning LLC 1.96% Add +0.6% 30,395 $5.9M
Allstate Corp. 0.48% Add +1.7% 30,372 $5.9M
Poehling Capital Management, INC. 1.61% Add +1.0% 30,370 $5.9M
RAM Investment Partners, LLC 1.70% Add +14.3% 30,360 $5.9M
Wealth Advisory Solutions, LLC 1.59% Reduce -2.3% 30,351 $5.9M
Sandler Capital Management 1.15% Reduce -53.4% 30,290 $5.9M
Kavar Capital Partners Group, LLC 1.05% Add +1.8% 30,279 $5.9M
Childress Capital Advisors, LLC 1.65% Add +9.1% 30,273 $5.9M
Journey Strategic Wealth LLC 0.25% Add +7.5% 30,214 $5.8M
Hanson & Doremus Investment Management 0.98% Add +1.6% 30,202 $5.8M
StoneCrest Wealth Management, Inc. 4.45% Add +15.9% 30,168 $5.8M
Barings LLC 0.14% Reduce -15.3% 30,110 $5.8M
Advisory Alpha, LLC 0.23% Add +9.8% 30,099 $5.8M
Financial Gravity Asset Management, Inc. 1.45% Add +3.4% 30,073 $5.8M
Jeppson Wealth Management, LLC 2.22% Add +0.0% 30,068 $5.8M
Essex Bank 1.56% Reduce -1.0% 30,063 $5.8M
OV Management LLC 4.06% Add +11.3% 30,053 $5.8M
Crewe Advisors LLC 0.65% Add +0.8% 30,042 $5.8M
Oxford Financial Group, LTD. LLC 0.38% Add +20.4% 30,012 $5.8M
Allen Capital Group, LLC 0.82% Add +1.9% 30,011 $5.8M
FinTrust Capital Advisors, LLC 1.06% Add +3.2% 30,008 $5.8M
Chickasaw Capital Management LLC 0.26% Add +0.5% 30,009 $5.8M
Ardsley Advisory Partners LP 1.05% Add +15.4% 30,000 $5.8M
Heritage Wealth Advisors 0.26% Add +4.3% 29,961 $5.8M
AlphaStar Capital Management, LLC 0.54% Add +15.8% 29,959 $5.8M
Boston Trust Walden Corp 0.04% Add +0.1% 29,926 $5.8M
Relyea Zuckerberg Hanson LLC 0.97% Add +3.3% 29,899 $5.8M
Keebeck Wealth Management 0.85% Reduce -1.8% 29,875 $5.8M
Nicholas Hoffman & Company, LLC. 0.27% Add +2.8% 29,802 $5.8M
Aspiriant, LLC 0.23% Reduce -6.5% 29,791 $5.8M
Afg Fiduciary Services Limited Partnership 4.02% Reduce -1.8% 31,528 $5.8M
Intact Investment Management Inc. 0.22% Reduce -4.0% 29,760 $5.8M
Spotlight Asset Group, Inc. 4.01% Add +0.4% 29,707 $5.7M
Embree Financial Group 1.10% Reduce -2.8% 29,698 $5.7M
Callan Family Office, LLC 1.10% Add +380.9% 29,693 $5.7M
Naples Global Advisors, LLC 0.58% Reduce -1.1% 29,682 $5.7M
Wealth Management Partners, LLC 2.79% Add +3.4% 29,681 $5.7M
Aviso Wealth Management 3.40% Add +1.8% 29,671 $5.7M
Agur Provident & Training Funds Management Ltd. 1.65% No change 29,650 $5.7M
Olistico Wealth, LLC 3.65% Add +0.5% 29,634 $5.7M
Aire Advisors, LLC 1.31% Reduce -0.1% 29,627 $5.7M
Graybill Wealth Management, LTD. 2.32% Add +0.6% 29,558 $5.7M
Callan Capital, LLC 0.47% Add +31.0% 29,553 $5.7M
Triton Wealth Management, PLLC 3.34% Reduce -1.2% 30,637 $5.7M
Patron Partners, LLC 3.35% Add +5.0% 29,500 $5.7M
Chaney Capital Management, Inc. 3.77% Reduce -2.0% 29,444 $5.7M
Twin Peaks Wealth Advisors, LLC 2.84% Reduce -4.6% 29,443 $5.7M
Mattern Wealth Management LLC 1.36% Reduce -1.7% 29,332 $5.7M
Palumbo Wealth Management LLC 2.39% Add +4.1% 29,320 $5.7M
Legal Advantage Investments, Inc. 3.26% No change 29,275 $5.7M
FLC Capital Advisors 1.39% Add +0.6% 29,176 $5.6M
Commons Capital, LLC 6.79% Add +3.3% 29,146 $5.6M
Aft, Forsyth & Company, Inc. 2.76% Add +5.2% 29,138 $5.6M
Concorde Financial Corp 3.70% Add +0.1% 29,111 $5.6M
Kestra Investment Management, LLC 0.38% — 29,102 $5.6M
BSW Wealth Partners 0.92% Add +3.4% 29,087 $5.6M
Quantbot Technologies LP 0.27% Reduce -13.6% 29,086 $5.6M
Asahi Life Asset Management Co., LTD. 3.86% Reduce -5.5% 29,070 $5.6M
Roberts Capital Advisors, LLC 5.38% No change 31,084 $5.6M
New Insight Wealth Advisors 3.30% Add +2.3% 28,980 $5.6M
Grandview Asset Management LLC 3.27% Add +2.1% 28,945 $5.6M
Primoris Wealth Advisors, LLC 4.47% Add +15.0% 28,903 $5.6M
ROI Financial Advisors, LLC 4.05% Add +1.7% 28,792 $5.6M
Baxter Bros Inc. 0.73% Add +1.0% 28,882 $5.6M
Byrne Asset Management LLC 4.64% Reduce -4.0% 28,157 $5.6M
Blodgett Wealth Advisors, LLC 4.72% Reduce -2.9% 28,806 $5.6M
Sequent Planning LLC 1.91% Reduce -3.6% 28,228 $5.6M
American Financial Advisors, LLC 0.79% Add +1.4% 28,744 $5.6M
United Bank 2.77% Add +2.0% 28,711 $5.5M
Austin Private Wealth, LLC 0.60% Add +9.5% 28,653 $5.5M
Houlihan Financial Resource Group, Ltd. 3.77% Add +0.0% 28,621 $5.5M
Drive Wealth Management, LLC 1.49% Add +1.8% 28,618 $5.5M
Herold Advisors, Inc. 1.28% Add +1.4% 28,563 $5.5M
Spirit of America Management Corp. 1.12% Add +33.7% 28,550 $5.5M
Gilbert & Cook, Inc. 0.81% Reduce -2.7% 28,523 $5.5M
Saturna Capital Corp. 0.07% Reduce -0.6% 28,494 $5.5M
Emfo, LLC 4.92% Add +7.9% 28,462 $5.5M
Triton Financial Group Inc 3.85% Reduce -1.9% 28,362 $5.5M
1834 Investment Advisors Co. 0.66% Reduce -4.2% 28,312 $5.5M
Oliver Lagore Vanvalin Investment Group 1.57% Add +0.7% 28,270 $5.5M
Redmond Asset Management, LLC 1.80% Reduce -0.7% 28,242 $5.5M
WD Rutherford LLC 2.74% Add +2.3% 28,211 $5.5M
Shoker Investment Counsel, Inc. 1.92% Reduce -8.9% 28,149 $5.4M
Convergence Financial, LLC 1.44% Add +590.7% 28,146 $5.4M
NTV Asset Management LLC 0.78% Add +5.3% 28,120 $5.4M
Butensky & Cohen Financial Security, Inc. 1.73% Reduce -1.4% 28,077 $5.4M
Financial Management Network Inc. 1.30% Reduce -6.3% 27,118 $5.4M
9258 Wealth Management, LLC 0.83% Add +2.0% 28,039 $5.4M
Barrett & Company, Inc. 2.45% Add +3.3% 28,033 $5.4M
Ceeto Capital Group, LLC 2.10% Add +12.0% 28,000 $5.4M
Seven Springs Wealth Group, LLC 2.16% Reduce -2.3% 27,971 $5.4M
Liberty One Investment Management, LLC 0.61% Reduce -7.5% 27,971 $5.4M
Harrington Investments, INC 3.06% Reduce -1.9% 27,902 $5.4M
Norway Savings Bank 3.07% Add +4.5% 27,876 $5.4M
Menard Financial Group LLC 3.84% Add +24.8% 27,857 $5.4M
Tower View Wealth Management LLC 3.09% Add +10.8% 27,854 $5.4M
Key Client Fiduciary Advisors, LLC 2.72% Add +1.0% 27,844 $5.4M
Wellington Shields & Co., LLC 1.75% Add +3.2% 27,830 $5.4M
Cim Investment Management Inc. 1.66% Add +0.9% 27,812 $5.4M
Oder Investment Management, LLC 4.87% Reduce -9.6% 27,811 $5.4M
NRI Wealth Management LC 4.16% Add +0.9% 27,804 $5.4M
Geller Advisors LLC 0.40% Reduce -6.6% 27,765 $5.4M
Lantz Financial LLC 1.67% Reduce -0.7% 27,753 $5.4M
Fairhaven Wealth Management, LLC 1.77% Reduce -0.1% 27,708 $5.4M
Jupiter Wealth Management LLC 2.83% Reduce -4.9% 28,549 $5.3M
Ashton Thomas Securities, LLC 1.28% — 26,713 $5.3M
Penserra Capital Management LLC 0.07% Add +5.2% 27,528 $5.3M
Dantai Capital Ltd 5.98% No change 27,490 $5.3M
Vanderbilt University 1.11% Add +39.5% 27,440 $5.3M
Atom Investors LP 0.53% Reduce -5.0% 27,419 $5.3M
Westbourne Investment Advisors, Inc. 1.92% Reduce -0.7% 27,391 $5.3M
Quad-Cities Investment Group, LLC 2.93% Add +3.4% 27,386 $5.3M
Trivant Custom Portfolio Group, LLC 3.25% Reduce -0.1% 27,358 $5.3M
Pacific Wealth Strategies Group, Inc. 4.38% Reduce -17.4% 27,353 $5.3M
Wallace Advisory Group, LLC 3.80% Reduce -1.3% 27,331 $5.3M
Beaton Management Co. Inc. 2.84% Add +0.2% 27,315 $5.3M
Yarger Wealth Strategies, LLC 3.17% Add +0.3% 27,280 $5.3M
Chilton Investment Co. Inc. 0.15% Add +32.5% 27,275 $5.3M
Cove Private Wealth, LLC 4.32% Reduce -1.5% 27,242 $5.3M
Delta Financial Advisors LLC 2.04% Add +0.5% 27,240 $5.3M
Financial Insights, Inc. 1.46% Add +3.0% 27,234 $5.3M
Lane Generational LLC 6.23% Reduce -3.0% 27,208 $5.3M
Onyx Bridge Wealth Group LLC 0.86% Add +2.3% 27,200 $5.3M
Insight Wealth Strategies, LLC 0.75% Add +0.2% 27,199 $5.3M
Wimmer Associates 1, LLC 2.69% No change 27,178 $5.3M
Hazlett, Burt & Watson, Inc. 2.70% Add +3.1% 27,111 $5.3M
Frisch Financial Group, Inc. 1.59% Reduce -2.0% 27,126 $5.2M
Pursue Wealth Partners LLC 2.86% Add +4.9% 27,117 $5.2M
Boyd Watterson Asset Management LLC 1.51% Add +6.7% 27,104 $5.2M
Intrua Financial, LLC 0.85% Reduce -4.3% 27,083 $5.2M
Mfa Wealth Advisors, LLC 1.14% Reduce -0.4% 27,031 $5.2M
Point Break Capital Management, LLC 5.67% Add +48.8% 27,017 $5.2M
Family Legacy, Inc. 1.87% Reduce -3.5% 27,008 $5.2M
Crestline Management, L.P. 0.41% Reduce -12.7% 27,000 $5.2M
Central Asset Investments & Management Holdings (HK) Ltd 3.64% Add +47.5% 26,976 $5.2M
High Net Worth Advisory Group LLC 1.58% Reduce -0.2% 26,901 $5.2M
Steamboat Capital Partners, LLC 1.91% Add +2.3% 26,865 $5.2M
Signify Wealth 7.47% Reduce -0.3% 26,849 $5.2M
White Pine Capital LLC 1.97% Add +3.8% 26,831 $5.2M
Blue Zone Wealth Advisors, LLC 1.79% Reduce -12.0% 26,811 $5.2M
Hel Ved Capital Management Ltd 1.80% Reduce -32.6% 26,810 $5.2M
D.B. Root & Company, LLC 1.77% Add +4.5% 26,788 $5.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.11% Add +16.9% 26,769 $5.2M
Estabrook Capital Management 0.80% Add +1.1% 26,760 $5.2M
Confluence Wealth Services, Inc. 0.41% Add +7.5% 26,760 $5.2M
Key Financial Inc 1.24% Add +0.8% 26,736 $5.2M
Capital Insight Partners, LLC 0.97% Reduce -11.8% 26,690 $5.2M
Freedom Day Solutions, LLC 1.74% Add +1.1% 26,678 $5.2M
WP Advisors, LLC 1.64% Add +0.0% 26,645 $5.1M
White Knight Strategic Wealth Advisors, LLC 5.13% Reduce -1.4% 26,634 $5.1M
Sfm, LLC 3.87% Add +0.8% 26,576 $5.1M
Roberts Glore & Co. Inc. 1.55% Add +0.0% 26,565 $5.1M
Exane Asset Management 3.60% New 26,541 $5.1M
Pekin Hardy Strauss, Inc. 0.71% Add +0.7% 26,534 $5.1M
Somerset Group LLC 4.54% Reduce -1.6% 26,474 $5.1M
Freemont Management S.A. 2.95% Reduce -83.1% 26,400 $5.1M
Bourne Lent Asset Management Inc. 1.96% Add +0.7% 26,385 $5.1M
Atlas Brown,Inc. 1.83% Reduce -1.2% 26,363 $5.1M
Occidental Asset Management, LLC 0.89% Add +5.2% 26,359 $5.1M
Curated Wealth Partners LLC 0.71% — 26,357 $5.1M
Morgens Waterfall Vintiadis & Co. Inc. 3.87% Reduce -14.6% 26,300 $5.1M
Garner Asset Management Corp 1.88% Reduce -0.1% 26,251 $5.1M
StrongBox Wealth, LLC 2.39% Add +9.1% 26,243 $5.1M
Cromwell Holdings LLC 3.03% — 26,237 $5.1M
E&G Advisors, LLC 1.49% Add +1.3% 26,223 $5.1M
Meridian Management Co. 1.39% Reduce -1.3% 26,214 $5.1M
FCG Investment Co 3.84% Add +17.4% 26,210 $5.1M
Steel Grove Capital Advisors, LLC 0.70% Reduce -8.3% 26,147 $5.1M
J. W. Coons Advisors, LLC 0.94% No change 26,112 $5.0M
Culbertson A N & Co. Inc. 0.88% Reduce -3.8% 26,102 $5.0M
Newman Dignan & Sheerar, Inc. 1.30% Add +2.3% 26,084 $5.0M
Highview Capital Management LLC 2.09% Add +6.9% 26,068 $5.0M
Otter Creek Advisors, LLC 3.27% Reduce -15.7% 26,062 $5.0M
Sustainable Insight Capital Management, LLC 2.52% Add +31.9% 26,051 $5.0M
Rede Wealth, LLC 4.63% Reduce -3.3% 26,028 $5.0M
IronBridge Private Wealth, LLC 1.88% Add +6.1% 26,006 $5.0M
Cross Staff Investments Inc 4.19% Reduce -2.9% 25,999 $5.0M
Eagle Strategies LLC 0.96% Add +53.0% 25,949 $5.0M
Finivi Inc. 4.15% Add +1.1% 25,946 $5.0M
First National Bank of Mount Dora, Trust Investment Services 1.21% Reduce -4.3% 25,916 $5.0M
Leonteq Securities AG 0.69% Reduce -76.6% 25,876 $5.0M
Summit X, LLC 1.12% Add +24.3% 25,884 $5.0M
Sky Investment Group LLC 0.97% Add +3.8% 25,809 $5.0M
BlueSky Wealth Advisors, LLC 0.84% Add +871.2% 25,785 $5.0M
Woodstock Corp. 0.51% Add +1.9% 25,785 $5.0M
Benin Management CORP 1.51% Reduce -1.4% 25,784 $5.0M
Fairbanks Capital Management, Inc. 3.27% Add +1.1% 25,756 $5.0M
Peak Asset Management, LLC 0.97% Add +1.7% 25,694 $5.0M
Rf&l Wealth Management, LLC 3.77% No change 25,622 $5.0M
Aigen Investment Management, LP 0.96% Add +113.6% 25,619 $5.0M
Alta Advisers Ltd 2.38% Add +2.4% 25,600 $4.9M
Arlington Trust Co LLC 1.17% Reduce -7.6% 25,576 $4.9M
Whitford Management LLC 2.87% Add +12.6% 25,558 $4.9M
Brown Capital Management LLC 0.10% Reduce -5.3% 25,557 $4.9M
First Bank & Trust 1.01% Add +21.2% 25,546 $4.9M
Jackson Hole Capital Partners, LLC 1.09% Add +0.4% 25,529 $4.9M
Orser Capital Management, LLC 3.70% Reduce -0.1% 25,490 $4.9M
SeaBridge Investment Advisors LLC 1.28% Add +10.6% 25,452 $4.9M
Cinctive Capital Management LP 0.26% Reduce -82.0% 25,428 $4.9M
Vicus Capital 0.44% Add +9.2% 25,313 $4.9M
Lingotto Investment Management LLP 0.16% New 25,300 $4.9M
Sterling Investment Counsel, LLC 1.92% Add +6.6% 25,293 $4.9M
Stonebridge Financial Planning Group, LLC 2.45% Reduce -1.6% 25,278 $4.9M
West Oak Capital, LLC 1.96% Reduce -0.5% 25,255 $4.9M
Center for Financial Planning, Inc. 0.70% Reduce -2.3% 25,200 $4.9M
Bank Hapoalim BM 0.72% Add +4.0% 25,170 $4.9M
First County Bank 2.50% Reduce -8.7% 25,168 $4.9M
Peterson Wealth Management 3.00% Add +33.8% 25,151 $4.9M
First Dallas Securities Inc. 2.13% Add +18.1% 25,098 $4.9M
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 3.19% No change 25,080 $4.8M
Saranac Partners Ltd 2.88% Reduce -9.3% 25,047 $4.8M
Woodard & Co. Asset Management Group Inc. 1.21% Reduce -1.3% 25,016 $4.8M
Amarillo National Bank 0.92% Reduce -24.2% 25,000 $4.8M
Deane Retirement Strategies, Inc. 2.47% Reduce -1.4% 24,976 $4.8M
Heartland Bank & Trust Co 2.73% Add +0.8% 24,938 $4.8M
Andrew Hill Investment Advisors, Inc. 3.99% Add +9.2% 24,861 $4.8M
McDonald Partners LLC 1.28% Add +1.6% 24,770 $4.8M
Fortitude Advisory Group L.L.C. 2.86% Reduce -22.7% 24,751 $4.8M
Sonnipe Ltd. 0.50% Reduce -34.5% 24,720 $4.8M
Brown Financial Advisors 2.13% — 24,681 $4.8M
Smith Chas P & Associates Pa Cpas 0.28% Reduce -5.1% 24,677 $4.8M
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.28% Add +233.0% 24,677 $4.8M
Lewis Asset Management, LLC 3.64% Add +2.4% 24,641 $4.8M
Pavion Blue Capital, LLC 2.34% Add +1.9% 24,595 $4.8M
Prospect Financial Services LLC 3.65% Add +5.3% 24,588 $4.8M
Coastwise Capital Group, LLC 4.59% Reduce -0.6% 24,582 $4.8M
First Commonwealth Financial Corp 1.22% Reduce -1.4% 24,582 $4.8M
Gables Capital Management Inc. 2.48% No change 24,541 $4.7M
Pinnacle Bancorp, Inc. 1.40% Add +0.2% 24,520 $4.7M
TFB Advisors LLC 1.54% Add +9.8% 24,494 $4.7M
Grafton Street Partners Fund, LP 3.96% No change 24,469 $4.7M
Solstein Capital, LLC 3.08% Add +0.9% 24,421 $4.7M
Robbins Farley 2.50% Add +0.2% 24,385 $4.7M
Cidel Asset Management Inc. 0.36% Reduce -2.5% 24,372 $4.7M
DGS Capital Management, LLC 1.32% Add +6.8% 24,371 $4.7M
Saxon Interests, Inc. 2.24% Add +1.3% 24,355 $4.7M
JSF Financial, LLC 1.44% Reduce -0.5% 24,341 $4.7M
Dempze Nancy E 3.23% Add +2.2% 24,325 $4.7M
Taika Capital, LP 3.75% Reduce -23.4% 24,320 $4.7M
LS Investment Advisors, LLC 0.73% Add +138.1% 24,297 $4.7M
N.E.W. Advisory Services LLC 0.51% Add +2.0% 24,255 $4.7M
Oxinas Partners, LLC 3.12% Reduce -1.2% 24,234 $4.7M
Apella Capital, LLC 0.21% Add +9.4% 23,488 $4.7M
Texas Capital Bank Wealth Management Services Inc 0.49% Add +90.7% 24,225 $4.7M
Carroll Investors, Inc 3.28% Add +3.6% 24,086 $4.7M
Howard Financial Services, LTD. 0.77% Add +0.2% 24,182 $4.7M
Consilium Wealth Advisory, LLC 2.55% Add +9.3% 24,164 $4.7M
Abundance Wealth Counselors 2.14% Add +0.8% 24,109 $4.7M
Sax Wealth Advisors, LLC 0.44% New 24,062 $4.7M
Bordeaux Wealth Advisors LLC 0.89% Add +94.5% 24,062 $4.6M
Interchange Capital Partners, LLC 1.71% Add +86.1% 24,050 $4.6M
Hudson Canyon Capital Management 3.14% Reduce -6.3% 24,011 $4.6M
Lion Street Advisors, LLC 1.72% Reduce -5.6% 24,002 $4.6M
Delphi Financial Group, Inc. 2.66% No change 24,000 $4.6M
West Family Investments, Inc. 1.39% Add +1.3% 23,988 $4.6M
Bay Rivers Group 2.41% Reduce -0.3% 23,967 $4.6M
Ar Asset Management Inc. 1.13% No change 23,955 $4.6M
CYBER HORNET ETFs LLC 5.04% Add +1.8% 23,942 $4.6M
Northwest Financial Advisors 4.70% Reduce -6.0% 23,922 $4.6M
Seven Mile Advisory 3.39% Reduce -13.8% 23,883 $4.6M
Cordgrass Capital Advisors, LLC 1.45% Add +1.1% 23,859 $4.6M
Wellspring Financial Advisors, LLC 0.52% Add +61.0% 23,837 $4.6M
Atlas Wealth LLC 0.81% Reduce -0.3% 23,296 $4.6M
NDVR, Inc. 4.78% Add +1.4% 23,772 $4.6M
Cutter & CO Brokerage, Inc. 1.11% Reduce -0.8% 23,770 $4.6M
DT Investment Partners, LLC 0.41% Reduce -3.0% 23,770 $4.6M
Dohj, LLC 1.15% Add +0.3% 23,768 $4.6M
Rakuten Securities, Inc. 1.97% Add +161.4% 23,741 $4.6M
Cornell Pochily Investment Advisors, Inc. 1.74% Add +0.5% 23,657 $4.6M
McAdam, LLC 0.28% Add +7.9% 23,653 $4.6M
St. Johns Investment Management Company, LLC 2.17% Add +2.7% 23,617 $4.6M
OMC Financial Services LTD 2.15% Add +4.5% 23,576 $4.6M
Enterprise Financial Services Corp 2.80% Reduce -3.1% 23,524 $4.5M
Clarus Group, Inc. 2.01% Add +2.7% 23,514 $4.5M
Wealth Alliance Advisory Group, LLC 1.02% Reduce -2.0% 23,485 $4.5M
Oakworth Capital, Inc. 0.33% Add +9.8% 23,418 $4.5M
My Legacy Advisors, LLC 1.45% Reduce -1.4% 23,408 $4.5M
ZWJ Investment Counsel Inc. 0.20% Add +2.9% 23,394 $4.5M
Bellevue Asset Management, LLC 2.50% Add +2.1% 23,383 $4.5M
Turtle Creek Wealth Advisors, LLC 1.05% Add +10.2% 23,373 $4.5M
Nvest Financial, LLC 2.78% Reduce -5.0% 23,367 $4.5M
Acas, LLC 3.93% Reduce -2.6% 24,128 $4.5M
Vigilare Wealth Management 1.99% Reduce -0.1% 23,343 $4.5M
Savvy Advisors, Inc. 1.47% Add +213.4% 23,260 $4.5M
Buttonwood Financial Advisors Inc. 2.12% Reduce -2.4% 23,242 $4.5M
Dover Advisors, LLC 2.77% Add +2.9% 23,155 $4.5M
Thurston, Springer, Miller, Herd & Titak, Inc. 1.40% Reduce -86.0% 23,139 $4.5M
Greenfield Savings Bank 2.30% Add +1.5% 23,114 $4.5M
MRA Advisory Group 2.55% Add +6.4% 23,096 $4.5M
Cohen Investment Advisors LLC 3.59% Reduce -0.3% 35,106 $4.5M
Guardian Capital LP 0.17% Reduce -6.3% 23,092 $4.5M
Plante Moran Financial Advisors, LLC 0.45% Add +11.0% 23,055 $4.5M
Cladis Investment Advisory, LLC 3.23% Reduce -7.0% 23,045 $4.5M
Compass Ion Advisors, LLC 0.64% Add +0.1% 24,687 $4.5M
Revere Asset Management, Inc 4.43% New 23,041 $4.5M
Investment Advisory Group, LLC 1.72% Add +1.0% 23,010 $4.4M
Soros Capital Management LLC 2.43% Reduce -85.4% 22,982 $4.4M
WINTON GROUP Ltd 0.30% Add +307.7% 22,965 $4.4M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.74% No change 22,950 $4.4M
Rockingstone Advisors LLC 2.27% Add +0.3% 22,936 $4.4M
Trust Co. of Oklahoma 1.55% Add +0.7% 22,874 $4.4M
MWA Asset Management 3.15% Reduce -0.7% 22,869 $4.4M
Thematics Asset Management 0.18% Reduce -13.6% 22,786 $4.4M
Taylor & Morgan Wealth Management, LLC 3.11% Reduce -1.9% 22,777 $4.4M
Lederer & Associates Investment Counsel 3.18% Reduce -1.8% 22,770 $4.4M
Arnhold LLC 0.46% No change 22,710 $4.4M
Beacon Financial Group 0.50% Add +5.4% 22,688 $4.4M
Breakwater Capital Group 0.99% Add +1.9% 22,683 $4.4M
Encompass Wealth Advisors, LLC 1.17% Add +0.3% 22,676 $4.4M
Ewa, LLC 1.81% Add +7.8% 23,495 $4.4M
ABLE Financial Group, LLC 1.58% Add +0.7% 22,627 $4.4M
Kolinsky Wealth Management, LLC 3.13% Add +2.8% 22,573 $4.4M
Central Valley Advisors, LLC 1.86% Reduce -3.1% 22,470 $4.4M
LexAurum Advisors, LLC 1.07% Add +0.8% 22,562 $4.4M
Chesapeake Wealth Management 1.58% Reduce -2.5% 22,562 $4.4M
Burford Brothers, Inc. 2.53% Add +3.0% 22,558 $4.4M
Alden Global Capital LLC 3.60% New 22,524 $4.4M
CMG Global Holdings, LLC 2.88% Reduce -0.1% 22,517 $4.4M
MBL Wealth, LLC 0.49% Add +6.3% 22,515 $4.4M
Campbell & CO Investment Adviser LLC 0.37% Add +728.3% 22,513 $4.4M
Andar Capital Management HK Ltd 6.04% New 22,500 $4.3M
Oak Family Advisors, LLC 1.65% Add +10.4% 22,489 $4.3M
Bangor Savings Bank 0.43% Add +1.8% 22,485 $4.3M
Greenup Street Wealth Management LLC 1.02% Add +4.3% 22,470 $4.3M
Coastal Bridge Advisors, LLC 1.08% Add +4.4% 22,443 $4.3M
Maia Wealth LLC 1.30% — 22,496 $4.3M
Corbyn Investment Management Inc. 1.99% Reduce -1.7% 22,426 $4.3M
Angeles Investment Advisors, LLC 0.22% Add +31.3% 22,426 $4.3M
Boxwood Ventures, Inc. 6.96% No change 22,420 $4.3M
Paragon Advisors, LLC 1.58% Add +3.0% 22,392 $4.3M
Schear Investment Advisers, LLC 3.12% Add +1.6% 22,388 $4.3M
Wealthspire Retirement, LLC 0.36% Reduce -0.8% 22,380 $4.3M
Greenwoods Asset Management Hong Kong Ltd. 0.11% New 22,370 $4.3M
Montz Harcus Wealth Management LLC 2.80% Add +1.5% 22,361 $4.3M
Passumpsic Savings Bank 3.10% Reduce -5.2% 22,360 $4.3M
US Asset Management LLC 3.90% Reduce -3.3% 22,362 $4.3M
Sage Advisors, LLC 3.51% Add +21.0% 22,355 $4.3M
Emerald Advisers, LLC 0.18% Reduce -5.1% 22,350 $4.3M
Atlas Private Wealth Advisors 0.70% Add +99.5% 22,332 $4.3M
Alera Investment Advisors, LLC 0.52% Add +11.1% 22,286 $4.3M
Prestige Wealth Management Group LLC 0.93% Reduce -7.0% 22,274 $4.3M
Everpar Advisors LLC 2.15% Add +25.2% 22,270 $4.3M
Fox Hill Wealth Management 2.63% Add +2.3% 22,238 $4.3M
Redhawk Wealth Advisors, Inc. 0.65% Reduce -4.2% 22,148 $4.3M
Ping Capital Management, Inc. 2.68% — 22,100 $4.3M
Blue Square Asset Management, LLC 2.49% Add +20.8% 22,073 $4.3M
Shorepoint Capital Partners LLC 1.00% Add +2.4% 22,034 $4.3M
Accretive Wealth Partners, LLC 1.78% Add +3.3% 22,028 $4.3M
Left Brain Wealth Management, LLC 1.99% Add +233.4% 22,001 $4.3M
Miura Global Management, LLC 4.15% Reduce -26.7% 22,000 $4.3M
1900 Wealth Management LLC 0.40% Add +0.5% 21,982 $4.2M
RiverPark Advisors, LLC 3.51% Reduce -3.7% 21,967 $4.2M
Virtue Capital Management, LLC 0.73% Add +1.2% 22,682 $4.2M
Oxford Wealth Group, LLC 2.91% Add +25.3% 21,934 $4.2M
Per Stirling Capital Management, LLC. 0.68% Reduce -0.4% 21,902 $4.2M
Cetera Trust Company, N.A 2.65% Reduce -6.9% 21,827 $4.2M
Trail Ridge Investment Advisors, LLC 2.18% Add +3.3% 21,824 $4.2M
Signature Wealth Management Partners, LLC 3.20% Add +0.0% 21,786 $4.2M
Gallagher Fiduciary Advisors, LLC 0.94% Add +1.3% 21,745 $4.2M
MIdWestOne Financial Group, Inc. 0.76% Reduce -8.1% 21,717 $4.2M
Aspire Capital Advisors LLC 1.37% Add +1.3% 21,661 $4.2M
Cynosure Group, LLC 0.67% Add +40.8% 21,646 $4.2M
JGP Wealth Management, LLC 0.60% Add +3.1% 21,636 $4.2M
MCF Advisors LLC 0.32% Reduce -1.8% 21,632 $4.2M
Mosaic Family Wealth Partners, LLC 0.67% Reduce -4.3% 21,614 $4.2M
Correct Capital Wealth Management 0.98% Add +24.9% 21,607 $4.2M
Creekmur Asset Management LLC 1.08% Add +1.8% 21,566 $4.2M
CVA Family Office, LLC 0.75% Add +4.7% 21,533 $4.2M
Kampmann Melissa S. 3.03% Add +2.5% 21,465 $4.1M
Acropolis Investment Management, LLC 0.26% Add +14.5% 21,446 $4.1M
Lineweaver Wealth Advisors, LLC 0.86% Add +2.2% 21,441 $4.1M
Granite Harbor Advisors, Inc. 2.67% Add +1.3% 21,342 $4.1M
Centric Wealth Management 1.18% Reduce -0.1% 22,485 $4.1M
Canton Hathaway, LLC 1.12% Reduce -3.2% 21,225 $4.1M
New Millennium Group LLC 2.68% Add +10.2% 21,221 $4.1M
Cypress Wealth Services, LLC 0.91% Add +6.7% 21,220 $4.1M
Northwest Bank & Trust Co 3.43% Add +0.3% 21,218 $4.1M
Park Place Capital Corp 1.31% Add +6.7% 21,190 $4.1M
Eley Financial Management, Inc 1.74% Reduce -1.0% 21,189 $4.1M
Marathon Trading Investment Management LLC 1.11% Reduce -38.2% 21,188 $4.1M
South Street Advisors LLC 0.62% Add +0.7% 21,183 $4.1M
Adero Partners, LLC 0.30% Add +0.3% 21,107 $4.1M
Buckhead Capital Management LLC 1.38% Reduce -0.2% 21,103 $4.1M
Benchmark Financial Wealth Advisors, LLC 1.51% Add +0.5% 21,056 $4.1M
ICONIQ Capital, LLC 0.09% Add +34.8% 21,046 $4.1M
Cary Street Partners Asset Management LLC 0.60% Add +16.6% 21,032 $4.1M
Keeler Thomas Management LLC 1.38% Add +6.9% 20,996 $4.1M
Lindenwold Advisors, INC 2.17% Reduce -0.5% 20,995 $4.1M
Duff & Phelps Investment Management Co. 0.05% Reduce -71.6% 20,973 $4.1M
Parametrica Management Ltd 5.36% Add +55.6% 20,965 $4.1M
Dupree Financial Group, LLC 1.96% Reduce -19.3% 20,955 $4.0M
Group One Trading LLC 0.13% Reduce -93.7% 20,910 $4.0M
Delta Financial Group, Inc. 1.69% Add +2.5% 20,900 $4.0M
Burton Enright Welch 0.93% Reduce -0.3% 20,856 $4.0M
Sunpointe, LLC 2.62% Add +3.2% 20,852 $4.0M
Private Ocean, LLC 0.36% Add +21.6% 20,852 $4.0M
Blackhawk Capital Partners, LLC 2.43% Add +0.9% 20,847 $4.0M
Retirement Planning Co of New England, Inc. 2.19% Reduce -4.9% 20,844 $4.0M
Hayek Kallen Investment Management 1.50% Add +1.9% 20,800 $4.0M
Capstone Wealth Management Group, LLC 2.63% Add +29.1% 20,792 $4.0M
Counterweight Ventures, LLC 3.03% Add +1.9% 20,772 $4.0M
Leonard Rickey Investment Advisors P.L.L.C. 0.96% Add +7.6% 20,748 $4.0M
Hexagon Capital Partners LLC 0.87% Reduce -3.1% 20,700 $4.0M
JPL Wealth Management, LLC 1.96% Add +17.5% 20,695 $4.0M
Wealth Group, Ltd. 2.87% Add +0.1% 20,692 $4.0M
Ballast Advisors LLC 1.27% Add +1.0% 20,681 $4.0M
Miller Investment Management, LP 0.48% New 20,615 $4.0M
United Bank 0.49% Reduce -1.1% 20,601 $4.0M
Tanager Wealth Management LLP 0.59% Add +4.6% 20,599 $4.0M
Private Wealth Strategies, L.L.C. 0.80% New 20,537 $4.0M
Kesler, Norman & Wride, LLC 0.84% Add +20.6% 20,487 $4.0M
First Financial Bank - Trust Division 0.39% Reduce -9.5% 20,475 $4.0M
Camarda Financial Advisors, LLC 1.55% Reduce -4.0% 20,444 $4.0M
Southeast Asset Advisors, LLC 0.47% Add +5.7% 20,414 $3.9M
Parisi Gray Wealth Management 1.41% Add +1.2% 20,407 $3.9M
American Money Management, LLC 0.84% Reduce -36.6% 20,404 $3.9M
Acorn Financial Advisory Services Inc. 0.74% Reduce -17.0% 20,391 $3.9M
Cape Investment Advisory, Inc. 1.77% Add +0.1% 20,373 $3.9M
Private Capital Management LLC 0.78% Add +1.9% 20,345 $3.9M
Triasima Portfolio Management inc. 0.36% Add +28.6% 20,290 $3.9M
Financial Perspectives, Inc 1.45% No change 20,283 $3.9M
Naples Money Management LLC 3.34% Add +1.0% 19,873 $3.9M
Whalen Wealth Management Inc. 3.11% Add +1.0% 20,274 $3.9M
Cavalier Investments, LLC 1.21% New 20,266 $3.9M
Garrison Point Advisors, LLC 2.58% Reduce -0.6% 20,255 $3.9M
SPC Financial, Inc. 0.36% Add +62.2% 20,227 $3.9M
Ami Investment Management Inc. 1.36% Reduce -0.5% 20,187 $3.9M
Wealth Architects, LLC 0.48% Reduce -2.8% 20,170 $3.9M
Lynch & Associates 0.88% Add +7.2% 20,149 $3.9M
Brown Miller Wealth Management, LLC 1.61% Add +6.0% 20,110 $3.9M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 1.45% Add +1.7% 20,100 $3.9M
Blackhill Capital Inc. 0.24% No change 20,100 $3.9M
Riverpark Capital Management LLC 5.14% No change 20,089 $3.9M
Northwest Wealth Management, LLC 1.00% Reduce -5.8% 20,084 $3.9M
Dearborn Partners LLC 0.17% Add +7.6% 20,082 $3.9M
Veracity Capital LLC 1.61% Reduce -5.6% 20,028 $3.9M
Crescent Grove Advisors, LLC 0.42% Add +5.9% 20,011 $3.9M
Sequent Asset Management, LLC 1.95% Reduce -0.6% 20,004 $3.9M
Collaborative Holdings Management LP 8.82% Reduce -42.0% 20,000 $3.9M
Advent Capital Management 6.93% Add +471.4% 20,000 $3.9M
Vinland Capital Management Gestora de Recursos LTDA. 5.73% New 20,000 $3.9M
Thrive Wealth Management, LLC 0.76% Add +2.0% 19,978 $3.9M
Royal Capital Wealth Management, LLC 2.91% Add +2.3% 19,971 $3.9M
Liberty Wealth Management LLC 0.70% Add +325.6% 84,684 $3.8M
Tectonic Advisors LLC 0.28% Reduce -9.1% 19,835 $3.8M
Harfst & Associates, Inc. 0.89% Reduce -2.4% 19,818 $3.8M
OneAscent Financial Services LLC 0.53% Add +8.3% 19,808 $3.8M
McGowan Group Asset Management, Inc. 0.54% Reduce -0.7% 19,804 $3.8M
SAM Advisors, LLC 1.40% Reduce -3.1% 19,801 $3.8M
Hendley & Co. Inc. 1.37% Add +28.8% 19,758 $3.8M
Gateway Wealth Partners, LLC 1.15% Add +13.0% 19,733 $3.8M
Koss-Olinger Consulting, LLC 0.35% Reduce -52.0% 19,664 $3.8M
X-Square Capital, LLC 1.37% Reduce -1.8% 19,635 $3.8M
Transatlantique Private Wealth LLC 1.54% Add +33.9% 19,601 $3.8M
Capital Square, LLC 2.46% Reduce -1.7% 20,719 $3.8M
PCJ Investment Counsel Ltd. 1.57% Add +37.5% 19,570 $3.8M
HF Advisory Group, LLC 1.96% Add +2.7% 19,568 $3.8M
Summit Asset Management, LLC 0.45% Add +7.9% 19,552 $3.8M
Campbell Capital Management Inc. 1.62% New 19,550 $3.8M
Clear Rock Advisors, LLC 1.61% Add +519.5% 19,533 $3.8M
VELA Investment Management, LLC 1.34% Add +33.4% 19,532 $3.8M
Stevens Capital Management LP 1.28% New 19,516 $3.8M
Semmax Financial Advisors Inc. 1.13% Add +6.3% 22,115 $3.8M
Retirement Income Solutions, Inc. 0.91% Add +0.2% 19,441 $3.8M
Outfitters Financial LLC 3.12% Add +0.0% 19,401 $3.7M
Capricorn Fund Managers Ltd 2.64% Reduce -18.0% 19,384 $3.7M
Pinnacle West Asset Management, Inc. 2.91% Reduce -0.3% 19,360 $3.7M
Unique Wealth Strategies, LLC 1.75% No change 20,734 $3.7M
Mandatum Life Insurance Co Ltd 1.25% Add +2.7% 19,349 $3.7M
First Command Advisory Services, Inc. 0.04% New 19,275 $3.7M
Great Diamond Partners, LLC 0.87% Reduce -2.2% 19,264 $3.7M
Artal Group S.A. 0.10% Add +60.4% 19,250 $3.7M
Princeton Global Asset Management LLC 0.82% Add +1.4% 19,243 $3.7M
Oarsman Capital, Inc. 0.82% Add +11.8% 19,204 $3.7M
New World Advisors LLC 1.03% Reduce -5.5% 19,172 $3.7M
Toth Financial Advisory Corp. 0.47% Add +0.3% 19,156 $3.7M
Hartford Financial Management Inc. 0.79% Reduce -4.3% 19,135 $3.7M
Woodward Diversified Capital, LLC 2.17% Add +3.9% 19,123 $3.7M
Terra Nova Asset Management LLC 2.91% Reduce -0.4% 19,106 $3.7M
Gries Financial LLC 0.76% Reduce -30.0% 19,072 $3.7M
Pinnacle Wealth Management, LLC 4.61% Add +2.3% 19,065 $3.7M
PBMares Wealth Management LLC 0.90% Add +7.8% 19,036 $3.7M
Covey Capital Advisors, LLC 4.23% Add +2.8% 18,956 $3.7M
Ramirez Asset Management, Inc. 0.74% Add +0.0% 18,940 $3.7M
William Allan Corp 2.45% Reduce -0.0% 18,937 $3.7M
Biltmore Family Office, LLC 0.67% Add +0.7% 18,930 $3.7M
Paragon Private Wealth Management, LLC 2.07% Add +0.4% 18,921 $3.7M
LCM Capital Management Inc 2.28% Add +1.5% 18,919 $3.7M
ERn Financial, LLC 0.61% Add +2.2% 18,888 $3.7M
Southland Equity Partners LLC 1.04% Add +49.8% 18,856 $3.6M
Silphium Asset Management Ltd 1.74% Add +5.9% 18,855 $3.6M
Smith Group Asset Management, LLC 0.32% Reduce -89.9% 18,833 $3.6M
Janiczek Wealth Management, LLC 0.76% Add +2.6% 18,789 $3.6M
Spreng Capital Management, Inc. 1.88% Add +4.5% 18,781 $3.6M
Missouri Trust & Investment Co 1.37% Reduce -2.0% 18,779 $3.6M
XTX Topco Ltd 0.31% Add +495.7% 18,706 $3.6M
Altura Wealth Advisors Inc. 3.55% Add +76.5% 18,677 $3.6M
Prosperity Wealth Management, Inc. 1.77% Reduce -4.3% 18,656 $3.6M
PSI Advisors, LLC 1.14% Add +1.3% 18,642 $3.6M
AlphaMark Advisors, LLC 1.25% Reduce -0.2% 18,613 $3.6M
Fiduciary Family Office, LLC 1.42% Reduce -1.5% 18,588 $3.6M
Tyler-Stone Wealth Management 1.48% Add +2.7% 18,558 $3.6M
Credit Capital Investments LLC 4.48% Add +5.7% 18,500 $3.6M
Benedict Financial Advisors Inc. 0.91% Add +0.3% 18,497 $3.6M
LongView Wealth Management 1.32% Reduce -6.5% 18,473 $3.6M
Concentrum Wealth Management 1.50% Add +1.6% 18,431 $3.6M
Pettee Investors, Inc. 1.72% Reduce -5.4% 18,416 $3.6M
Aveo Capital Partners, LLC 0.40% Reduce -20.3% 18,410 $3.6M
Kowal Investment Group, LLC 0.71% Add +6.6% 18,409 $3.6M
McIlrath & Eck, LLC 0.53% Add +20.1% 18,391 $3.6M
Nova R Wealth, Inc. 1.83% Add +0.1% 18,378 $3.6M
Beacon Financial Advisory LLC 1.33% Add +33.9% 18,370 $3.6M
Empirical Asset Management, LLC 1.33% Add +154.3% 55,611 $3.5M
Crown Wealth Group, LLC 1.77% Reduce -10.4% 18,340 $3.5M
Pegasus Partners Ltd. 0.36% Add +50.6% 18,330 $3.5M
Sovereign Financial Group, Inc. 0.88% Add +1.2% 18,326 $3.5M
Cedar Wealth Management, LLC 1.15% Reduce -1.6% 18,311 $3.5M
Emprise Bank 2.18% Reduce -1.5% 18,284 $3.5M
Patton Albertson Miller Group, LLC 0.50% Add +14.5% 18,269 $3.5M
Granite FO LLC 2.25% Reduce -0.2% 18,250 $3.5M
Cottage Street Advisors LLC 2.08% Add +1.9% 18,239 $3.5M
OPTIMAS CAPITAL Ltd 4.01% Reduce -30.6% 21,089 $3.5M
Verity Asset Management, Inc. 1.38% Add +112.9% 18,230 $3.5M
Eads & Heald Wealth Management 1.70% Reduce -4.6% 18,196 $3.5M
Ellerson Group Inc. 2.67% New 18,193 $3.5M
WealthTrust Asset Management, LLC 2.57% No change 18,185 $3.5M
Pinnacle Family Advisors, LLC 1.94% Add +1.7% 18,158 $3.5M
Camelot Portfolios, LLC 1.99% Add +95.2% 18,153 $3.5M
D'Orazio & Associates, Inc. 0.54% Add +11.0% 18,128 $3.5M
Connective Capital Management, LLC 6.59% Add +16.4% 18,126 $3.5M
Triangle Securities Wealth Management 0.99% Reduce -0.4% 18,103 $3.5M
West Michigan Advisors, LLC 1.11% Add +6.6% 18,067 $3.5M
Rockland Trust Co. 0.18% Add +5.8% 18,050 $3.5M
Navellier & Associates Inc. 0.41% Reduce -5.8% 18,043 $3.5M
Marino, Stram & Associates LLC 0.85% Reduce -6.2% 18,036 $3.5M
FWL Investment Management, LLC 1.75% Add +7.5% 17,996 $3.5M
Edge Wealth Management LLC 0.73% Reduce -3.4% 17,995 $3.5M
HighVista Strategies LLC 1.27% Reduce -10.4% 17,993 $3.5M
Legacy Capital Wealth Partners, LLC 0.89% Reduce -18.5% 17,984 $3.5M
Opinicus Capital, Inc. 2.93% Add +2.2% 17,973 $3.5M
PGIM Custom Harvest LLC 0.08% Reduce -27.5% 17,968 $3.5M
Norris Financial Group, LLC 1.81% Reduce -11.4% 17,965 $3.5M
KKM Financial LLC 1.64% Add +0.7% 18,142 $3.5M
Emerald Advisors, LLC 0.53% Reduce -1.0% 17,944 $3.5M
Beaumont Asset Management, L.L.C. 2.23% Add +0.8% 17,944 $3.5M
National Wealth Management Group, LLC 2.64% Reduce -23.7% 17,942 $3.5M
Palogic Value Management, L.P. 1.47% No change 17,925 $3.5M
Consolidated Portfolio Review Corp 0.81% Reduce -44.9% 17,918 $3.5M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 2.25% No change 17,892 $3.5M
Viawealth, LLC 2.14% No change 17,891 $3.5M
Tiemann Investment Advisors, LLC 1.54% Reduce -0.2% 17,875 $3.5M
Semus Wealth Partners LLC 2.67% Add +2.8% 17,871 $3.5M
Cape Ann Savings Bank 2.14% Add +0.2% 17,870 $3.5M
Safeguard Investment Advisory Group, LLC 1.07% Add +4.6% 17,844 $3.4M
Vienna Asset Management LLC 2.85% Reduce -4.7% 17,834 $3.4M
Advus Financial Partners, LLC 1.05% Reduce -0.0% 17,829 $3.4M
Skylands Capital, LLC 0.49% Reduce -1.5% 17,825 $3.4M
Arden Trust Co 0.48% Reduce -1.6% 17,805 $3.4M
Shay Capital LLC 0.96% Reduce -53.1% 17,800 $3.4M
Prevail Innovative Wealth Advisors, LLC 1.22% Add +663.4% 17,788 $3.4M
Vantage Financial Partners Ltd., Inc. 0.85% Reduce -0.1% 17,775 $3.4M
Mechanics Financial Corp 1.76% Add +0.6% 17,753 $3.4M
Aletheian Wealth Advisors LLC 1.81% Reduce -7.6% 17,751 $3.4M
Eagle Bay Advisors LLC 2.08% Reduce -8.3% 17,748 $3.4M
Lantern Wealth Advisors, LLC 2.49% Add +0.6% 17,746 $3.4M
Argus Investors' Counsel, Inc. 2.11% Reduce -3.0% 17,746 $3.4M
Louisbourg Investments Inc. 0.96% Reduce -16.4% 20,324 $3.4M
Traphagen Investment Advisors LLC 0.37% Reduce -0.9% 17,736 $3.4M
Waypoint Capital Advisors, LLC 0.85% Add +2.1% 17,672 $3.4M
Jackson Wealth Management, LLC 0.73% Reduce -31.7% 17,659 $3.4M
Ethos Financial Group, LLC 0.61% Reduce -27.2% 17,662 $3.4M
VCI Wealth Management LLC 1.69% Add +104.4% 17,642 $3.4M
Etesian Wealth Advisors, Inc. 1.91% Add +2.2% 17,622 $3.4M
Cascade Investment Advisors, Inc. 2.30% Add +1.5% 17,615 $3.4M
Elgethun Capital Management 0.86% No change 17,605 $3.4M
Advisors Management Group Inc. 0.85% Add +0.6% 17,578 $3.4M
Hall Capital Management Co. Inc. 1.62% Reduce -1.5% 17,553 $3.4M
Sykon Capital LLC 1.27% Reduce -1.6% 17,460 $3.4M
Marvin & Palmer Associates Inc. 3.28% Add +0.1% 17,436 $3.4M
Conscious Wealth Investments, LLC 2.42% Add +0.1% 18,076 $3.4M
Sawyer & Company, Inc 1.34% Add +1.9% 17,430 $3.4M
Benchmark Investment Advisors LLC 2.44% Reduce -8.1% 17,410 $3.4M
Optimum Investment Advisors 1.51% Add +3.4% 17,410 $3.4M
Fuller & Thaler Asset Management, Inc. 0.01% Reduce -2.0% 17,401 $3.4M
Core Wealth Partners LLC 2.30% Reduce -1.3% 17,386 $3.4M
Resources Management Corp. /CT/ 0.49% Add +4.8% 17,361 $3.4M
BIP Wealth, LLC 0.27% Reduce -6.2% 17,324 $3.3M
Prudent Man Advisors, LLC 1.18% Add +3.6% 17,307 $3.3M
Arvest Trust Co. N A 0.20% Reduce -11.8% 17,289 $3.3M
Schwarz Dygos Wheeler Investment Advisors LLC 0.92% Reduce -0.2% 17,288 $3.3M
Dechtman Wealth Management, LLC 0.75% Add +2.2% 17,282 $3.3M
Intrepid Financial Planning Group LLC 1.43% Add +0.3% 17,246 $3.3M
White Lighthouse Investment Management Inc. 0.64% Add +4.5% 17,231 $3.3M
New Republic Capital, LLC 1.67% Add +12.5% 17,210 $3.3M
Udine Wealth Management, Inc. 2.32% Add +1.4% 17,209 $3.3M
New Wave Wealth Advisors LLC 1.79% — 17,206 $3.3M
Royal Harbor Partners, LLC 1.38% Reduce -9.2% 17,193 $3.3M
Carr Financial Group Corp 1.06% Add +1.9% 17,178 $3.3M
Journey Advisory Group, LLC 0.40% Add +5.4% 17,172 $3.3M
Clarity Wealth Advisors, LLC 1.07% Add +2.5% 17,170 $3.3M
Hudson Value Partners, LLC 1.40% Reduce -2.9% 17,146 $3.3M
Barometer Capital Management Inc. 1.28% Reduce -10.0% 17,145 $3.3M
Madison Wealth Partners, Inc 1.14% Reduce -3.0% 17,134 $3.3M
LaSalle St. Investment Advisors, LLC 1.65% Add +11.5% 17,119 $3.3M
Capital Management Associates 3.92% Reduce -0.4% 17,117 $3.3M
Davidson Capital Management Inc. 1.02% Add +22.4% 17,086 $3.3M
Ransom Advisory, Ltd 1.65% Add +1.8% 17,068 $3.3M
O'ROURKE & COMPANY, Inc 1.86% Add +0.1% 17,064 $3.3M
Sage Rhino Capital LLC 0.79% Add +0.8% 17,053 $3.3M
Koa Wealth Management, LLC 2.78% Reduce -1.2% 17,052 $3.3M
Werba Rubin Papier Wealth Management 0.91% Reduce -0.0% 17,045 $3.3M
Mystic Asset Management, Inc. 1.33% Add +1.6% 17,034 $3.3M
Elmwood Wealth Management, Inc. 1.47% Reduce -1.1% 17,025 $3.3M
American Planning Services, Inc. 2.31% Add +355.4% 17,010 $3.3M
DCF Advisers, LLC 1.75% New 17,000 $3.3M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 1.29% No change 17,000 $3.3M
Private Harbour Investment Management & Counsel, LLC 3.45% Reduce -0.1% 16,998 $3.3M
Vivid Wealth Management, LLC 1.84% Reduce -41.9% 16,979 $3.3M
Sweet Financial Partners, LLC 0.75% Add +0.2% 16,937 $3.3M
Stamos Capital Partners, L.P. 0.69% Add +10.7% 16,930 $3.3M
WealthCollab, LLC 2.35% Reduce -15.3% 16,928 $3.3M
Insight Inv LLC 2.82% Add +1.8% 16,915 $3.3M
Sanders Morris Harris LLC 0.54% No change 16,910 $3.3M
First National Bank of Hutchinson 2.08% Reduce -3.3% 16,854 $3.3M
Legacy Bridge, LLC 1.92% Reduce -1.7% 16,846 $3.3M
Flynn Zito Capital Management, LLC 1.66% Add +4.3% 16,827 $3.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.36% Reduce -50.7% 16,824 $3.3M
Twin Lakes Capital Management, LLC 2.22% Reduce -7.7% 16,815 $3.2M
Graphene Investments SAS 2.04% Reduce -11.6% 16,800 $3.2M
Point72 Asia (Singapore) Pte. Ltd. 0.68% New 16,781 $3.2M
Baker Ellis Asset Management LLC 0.49% Add +2.6% 16,756 $3.2M
Aragon Global Management, LP 1.38% New 16,740 $3.2M
Peak Financial Advisors LLC 1.85% Reduce -4.3% 16,729 $3.2M
Woodmont Investment Counsel LLC 0.26% Add +7.4% 16,728 $3.2M
Providence First Trust Co 1.45% Add +3.3% 16,695 $3.2M
Addison Capital Co 1.40% Add +6.5% 16,691 $3.2M
Arbor Capital Management Inc. 2.95% Add +89.0% 16,332 $3.2M
Gray Wealth Management Inc. 1.39% Add +4.9% 16,659 $3.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.26% Add +0.1% 17,704 $3.2M
1858 Wealth Management, LLC 2.66% Add +21.4% 16,610 $3.2M
Alta Wealth Advisors LLC 1.60% Add +3.2% 16,607 $3.2M
First City Capital Management, Inc. 1.80% Add +1.3% 16,606 $3.2M
Constitution Capital LLC 1.69% Add +67.7% 16,605 $3.2M
Hillsdale Investment Management Inc. 0.25% Add +23.7% 16,604 $3.2M
Access Financial Services, Inc. 1.46% Add +1.7% 16,595 $3.2M
Greenwich Wealth Management LLC 0.23% Add +1.0% 16,579 $3.2M
Weaver Capital Management LLC 1.03% Add +23.9% 16,525 $3.2M
TTP Investments, Inc. 1.20% Add +1365.5% 16,501 $3.2M
Goldstone Financial Group, LLC 0.64% Add +49.6% 16,471 $3.2M
Halpern Financial, Inc. 0.87% Reduce -2.0% 16,470 $3.2M
Peregrine Asset Advisers, Inc. 1.25% Reduce -11.3% 16,457 $3.2M
Legacy Edge Advisors, LLC 0.59% Add +14.3% 16,433 $3.2M
Arista Wealth Management, LLC 0.83% Add +83.4% 16,418 $3.2M
Clark Asset Management, LLC 0.88% Add +6.2% 16,415 $3.2M
Heard Capital LLC 0.19% Add +47.6% 16,400 $3.2M
Sittner & Nelson, LLC 1.56% Reduce -4.8% 16,391 $3.2M
WBH Advisory Inc. 0.32% Reduce -2.1% 16,386 $3.2M
Savoir Faire Capital Management, L.P. 1.23% Reduce -19.7% 16,363 $3.2M
Morton Capital Management LLC 0.75% Reduce -3.4% 16,340 $3.2M
Valley Wealth Managers, Inc. 0.25% Add +11.2% 16,334 $3.2M
Sather Financial Group Inc 0.22% Reduce -7.3% 16,314 $3.2M
Weik Capital Management 1.35% No change 16,301 $3.2M
Dixon Fnancial Services, Inc. 1.76% Add +0.1% 16,290 $3.1M
Latitude Advisors, LLC 1.92% Reduce -0.4% 16,288 $3.1M
Gemmer Asset Management LLC 0.34% Add +0.1% 16,286 $3.1M
3Chopt Investment Partners, LLC 0.96% Add +7.4% 16,273 $3.1M
Peddock Capital Advisors, LLC 0.81% Reduce -5.9% 16,233 $3.1M
S. R. Schill & Associates 1.37% Add +1.6% 16,222 $3.1M
Audent Global Asset Management, LLC 3.26% Reduce -7.4% 16,218 $3.1M
Midland Wealth Advisors, LLC 0.19% Add +13.0% 16,213 $3.1M
A. D. Beadell Investment Counsel, Inc. 2.62% Reduce -0.9% 16,215 $3.1M
Proffitt & Goodson Inc. 0.55% Add +1.5% 16,169 $3.1M
Front Row Advisors LLC 1.09% Reduce -6.2% 16,164 $3.1M
Diligent Investors, LLC 0.77% Add +4.2% 16,138 $3.1M
Bluespring Wealth Management, LLC 0.34% Reduce -0.9% 16,134 $3.1M
Scissortail Wealth Management, LLC 0.79% Add +0.3% 16,128 $3.1M
Summit Place Financial Advisors, LLC 1.84% Reduce -2.2% 16,107 $3.1M
Fermata Advisors, LLC 0.71% Reduce -1.5% 16,054 $3.1M
Providence Wealth Advisors, LLC 2.47% Add +18.4% 15,909 $3.1M
Selway Asset Management 1.26% Reduce -58.3% 16,020 $3.1M
SkyView Investment Advisors, LLC 0.55% Add +12.6% 16,003 $3.1M
Castleview Partners, LLC 1.76% Reduce -34.7% 16,003 $3.1M
Keystone Wealth Services, LLC 0.96% Reduce -2.4% 15,987 $3.1M
Resurgent Financial Advisors LLC 1.93% Add +2.0% 15,983 $3.1M
Aurora Private Wealth, Inc. 2.70% Reduce -1.4% 15,956 $3.1M
Legacy PCG, LLC 1.94% Add +0.6% 15,951 $3.1M
Fi3 FINANCIAL ADVISORS, LLC 1.36% Add +0.3% 15,944 $3.1M
Ballast, Inc. 0.95% Reduce -0.4% 15,931 $3.1M
Deroy & Devereaux Private Investment Counsel Inc. 0.19% No change 15,918 $3.1M
Coppell Advisory Solutions LLC 0.51% — 15,908 $3.1M
Aspen Investment Management Inc 1.53% Reduce -1.5% 15,892 $3.1M
Laidlaw Wealth Management LLC 1.68% Reduce -2.7% 15,871 $3.1M
Financial Partners Group, LLC 1.19% Reduce -4.2% 15,866 $3.1M
Earned Wealth Advisors, LLC 1.16% Add +12.9% 15,846 $3.1M
VeraBank, N.A. 0.95% No change 15,840 $3.1M
Nicholas Wealth, LLC. 2.18% Add +2.4% 15,832 $3.1M
True North Advisors, LLC 0.81% Add +0.9% 15,774 $3.0M
City State Bank 1.24% Add +1.7% 15,770 $3.0M
Fusion Capital, LLC 1.39% Reduce -4.2% 15,759 $3.0M
HMS Capital Management, LLC 1.59% Add +7.6% 15,757 $3.0M
Global Trust Asset Management, LLC 1.23% Add +3.3% 15,742 $3.0M
Godsey & Gibb, Inc. 0.31% Add +1.7% 15,710 $3.0M
Bank of Stockton 0.96% Reduce -0.3% 15,708 $3.0M
Garrison Bradford & Associates Inc. 3.12% Add +5.7% 15,707 $3.0M
Bank of Marin 2.62% Reduce -1.3% 15,704 $3.0M
Horizon Wealth Management, LLC 0.72% Reduce -2.8% 15,672 $3.0M
Total Clarity Wealth Management, Inc. 1.05% Reduce -4.9% 15,665 $3.0M
Jacobsen Capital Management 1.35% Add +9.8% 15,661 $3.0M
Marco Investment Management LLC 0.28% Add +20.5% 15,660 $3.0M
Boomfish Wealth Group, LLC 1.96% Reduce -4.0% 15,657 $3.0M
Arcadia Wealth Management, LLC 1.73% Add +2.4% 15,635 $3.0M
Monograph Wealth Advisors, LLC 0.44% Reduce -2.6% 15,628 $3.0M
JFS Wealth Advisors, LLC 0.24% Add +0.4% 15,568 $3.0M
NorthStar Asset Management LLC 2.08% Add +7.2% 15,553 $3.0M
Ritter Daniher Financial Advisory LLC / DE 0.96% Reduce -0.7% 15,552 $3.0M
Dudley Capital Management, LLC 1.68% Add +5.2% 15,535 $3.0M
Fortune Financial Advisors, LLC 1.84% Reduce -0.2% 15,529 $3.0M
LWM Advisory Services, LLC 2.51% Reduce -6.5% 15,497 $3.0M
LGL Partners, LLC 0.44% Add +20.5% 15,494 $3.0M
Power Wealth Management LLC 1.43% Reduce -10.0% 15,470 $3.0M
Moran Wealth Management, LLC 0.10% Add +23.5% 15,443 $3.0M
CAP Partners, LLC 2.42% Add +1.7% 15,433 $3.0M
Financial Security Advisor, Inc. 1.00% Add +3.7% 15,409 $3.0M
BluePointe Capital Management, LLC 2.00% Reduce -3.3% 15,408 $3.0M
Veltria Advisors Corp. 1.07% Reduce -32.4% 15,407 $3.0M
Gladius Capital Management LP 2.97% Add +57.1% 15,387 $3.0M
Inspire Trust Co, N.A. 0.98% Add +86.0% 15,351 $3.0M
Cantor Fitzgerald, L. P. 0.60% Add +119.8% 15,325 $3.0M
Kaizen Financial Strategies 1.84% Reduce -4.8% 16,228 $2.9M
Permanent Capital Management, LP 0.62% — 13,439 $2.9M
Adams Wealth Management 0.68% Add +8.1% 15,238 $2.9M
CacheTech Inc. 0.68% — 15,238 $2.9M
Verde Capital Management 0.93% Reduce -9.3% 15,230 $2.9M
Fluent Financial, LLC 1.48% Reduce -53.8% 15,227 $2.9M
Copperleaf Capital, LLC 2.35% Add +5.5% 15,215 $2.9M
Black Swift Group, LLC 0.68% Add +0.1% 15,207 $2.9M
Portland Global Advisors LLC 0.40% Add +9.3% 15,171 $2.9M
Seelaus Asset Management LLC 3.05% Add +0.2% 15,152 $2.9M
Fortem Financial Group, LLC 1.26% Add +1.0% 15,138 $2.9M
Axq Capital, LP 0.68% Add +20.0% 15,123 $2.9M
United Community Bank 1.18% Add +74.4% 15,089 $2.9M
General Partner, Inc. 1.86% Add +0.5% 15,085 $2.9M
Owen LaRue, LLC 1.80% Reduce -1.9% 15,082 $2.9M
Farmers & Merchants Trust Co of Chambersburg PA 1.18% Reduce -0.3% 15,080 $2.9M
Cerro Pacific Wealth Advisors LLC 1.11% — 15,070 $2.9M
Landscape Capital Management, L.L.C. 0.25% Add +68.0% 15,038 $2.9M
KLCM Advisors, Inc. 0.36% Add +8.2% 15,030 $2.9M
Legacy Financial Group LLC 0.57% Reduce -0.9% 15,029 $2.9M
Waters Parkerson & Co., LLC 0.15% Add +3.4% 15,025 $2.9M
REDW Wealth LLC 0.76% Add +0.6% 15,003 $2.9M
Ellis Investment Partners, LLC 0.61% Add +1.6% 15,002 $2.9M
Aft, Forsyth & Sober, LLC 0.99% No change 15,000 $2.9M
Matisse Capital 1.43% Reduce -0.3% 14,998 $2.9M
Allegheny Financial Group 0.83% Add +30.8% 14,997 $2.9M
Doheny Asset Management 2.06% Add +11.1% 14,981 $2.9M
TriaGen Wealth Management LLC 1.11% Add +10.7% 14,938 $2.9M
Holistic Financial Partners 1.45% Add +12.5% 14,912 $2.9M
Legato Capital Management LLC 0.39% Reduce -13.7% 14,876 $2.9M
Index Fund Advisors, Inc. 0.16% Add +4.3% 14,833 $2.9M
Te Ahumairangi Investment Management Ltd 0.55% Reduce -1.4% 14,807 $2.9M
Allred Capital Management, LLC 1.09% Add +5.7% 14,774 $2.9M
Tempus Wealth Planning, LLC 1.19% Add +12.1% 14,757 $2.9M
Ascension Asset Management LLC 1.49% Reduce -3.3% 14,745 $2.8M
DORCHESTER WEALTH MANAGEMENT Co 0.55% Reduce -0.7% 14,745 $2.8M
Ted Buchan & Co 1.52% Add +7.2% 14,705 $2.8M
Lafayette Investments, Inc. 0.65% Add +3.5% 14,686 $2.8M
K2 Principal Fund, L.P. 1.50% New 14,642 $2.8M
Sparta 24 Ltd. 2.51% No change 14,625 $2.8M
Physician Wealth Advisors, Inc. 0.52% Reduce -1.8% 14,633 $2.8M
Alpha Omega Wealth Management LLC 0.54% Add +0.4% 14,607 $2.8M
Provident Co of the Employees of the Hebrew University LTD 3.35% Add +0.1% 14,552 $2.8M
Cooper/Haims Advisors, LLC 1.58% Add +8.0% 14,541 $2.8M
Cunning Capital Partners, LP 1.57% No change 14,523 $2.8M
Watershed Private Wealth LLC 1.19% Reduce -0.6% 14,525 $2.8M
Signet Investment Advisory Group, Inc. 1.50% Add +0.6% 14,521 $2.8M
James J. Burns & Company, LLC 0.55% Add +69.7% 14,506 $2.8M
Donoghue Forlines LLC 0.80% Add +62.0% 14,485 $2.8M
Verum Partners LLC 0.91% Add +2.1% 14,478 $2.8M
Wolf Group Capital Advisors 1.10% Add +13.1% 14,440 $2.8M
Breed's Hill Capital LLC 2.47% Reduce -1.1% 14,438 $2.8M
First National Corp. /Ma/ 0.66% Add +2.1% 14,431 $2.8M
Amplius Wealth Advisors, LLC 0.31% Add +1.8% 14,418 $2.8M
Five Oceans Advisors 1.46% Add +22.0% 14,414 $2.8M
Bernardo Wealth Planning LLC 0.75% Reduce -13.1% 14,413 $2.8M
Covenant Partners, LLC 0.85% No change 14,409 $2.8M
First PREMIER Bank 0.74% Reduce -3.8% 14,400 $2.8M
Garnet Equity Capital Holdings, Inc. 2.14% New 14,400 $2.8M
Piscataqua Savings Bank 2.47% Reduce -0.6% 14,399 $2.8M
Aspire Private Capital, LLC 0.72% Add +2.2% 14,377 $2.8M
Raleigh Capital Management Inc. 1.18% Add +13.9% 14,376 $2.8M
Birchbrook, Inc. 1.67% Reduce -3.4% 14,375 $2.8M
Comprehensive Financial Consultants Institutional, Inc. 1.09% Reduce -3.4% 14,367 $2.8M
Abbot Financial Management, Inc. 1.49% Add +13.0% 14,366 $2.8M
Shearwater Capital LLC 2.03% Add +1.0% 14,319 $2.8M
Mosaic Financial Group, LLC 1.99% Add +6.5% 14,306 $2.8M
DMC Group, LLC 2.37% Add +3.9% 14,307 $2.8M
Investment Advisory Services Inc. /TX 1.01% Add +1.5% 14,291 $2.8M
InTrack Investment Management Inc 1.96% Reduce -1.3% 14,283 $2.8M
Cora Capital Advisors LLC 1.42% Reduce -2.1% 14,245 $2.8M
DLK Investment Management, LLC 1.14% Add +0.3% 14,240 $2.8M
Excalibur Management Corp. 1.12% Add +7.2% 14,227 $2.7M
Wedge Capital Management L L P 0.05% Reduce -2.6% 14,220 $2.7M
Well Done, LLC 0.57% Reduce -11.8% 14,216 $2.7M
LSP Investment Advisors, LLC 1.56% No change 14,200 $2.7M
Delta Asset Management LLC 0.25% Add +0.1% 14,187 $2.7M
Oak Asset Management, LLC 1.00% Reduce -2.1% 14,180 $2.7M
Burke & Herbert Bank & Trust Co. 0.66% Add +234.2% 14,148 $2.7M
Hemington Wealth Management 0.92% Add +2.8% 14,119 $2.7M
Integrated Investment Consultants, LLC 0.75% No change 15,061 $2.7M
Hollow Brook Wealth Management LLC 0.92% Add +0.4% 14,054 $2.7M
Falcon Wealth Planning 0.35% Add +6.2% 14,046 $2.7M
Ayalon Insurance Comp Ltd. 0.89% Reduce -3.3% 14,045 $2.7M
Foster Group, Inc. 0.11% Add +17.7% 14,021 $2.7M
Kapitalo Investimentos Ltda 0.81% Add +126.8% 13,995 $2.7M
Wealthquest Corp 0.29% Reduce -2.1% 13,968 $2.7M
Bantamac Capital, LLC 1.61% Reduce -10.8% 13,927 $2.7M
Driehaus Capital Management LLC 0.03% Add +25.9% 13,918 $2.7M
Boltwood Capital Management 0.84% Add +1.7% 13,901 $2.7M
Lattice Capital Management, LLC 2.12% No change 13,900 $2.7M
Harbour Trust & Investment Management Co 0.32% Add +28.9% 13,894 $2.7M
Heritage Wealth Partners, LLC 3.89% Add +16.0% 13,887 $2.7M
Navalign, LLC 0.85% Add +2.0% 13,882 $2.7M
Red Wave Investments LLC 0.99% Reduce -6.0% 13,841 $2.7M
Bremer Bank National Association 0.52% Add +0.7% 13,836 $2.7M
Debussy Capital Management LP 0.76% Add +0.6% 13,825 $2.7M
Parnassus Investments, LLC 0.01% Reduce -7.6% 13,815 $2.7M
IRON Financial LLC 1.50% Add +0.1% 13,804 $2.7M
Headinvest, LLC 0.52% Reduce -32.6% 13,792 $2.7M
Acorns Advisers, LLC 0.03% Add +39.4% 13,756 $2.7M
Jmac Enterprises LLC 0.47% Reduce -2.9% 13,744 $2.7M
Hall Laurie J Trustee 0.92% Reduce -0.4% 13,730 $2.7M
Stevard, LLC 2.28% Add +20.6% 13,679 $2.6M
Cascade Investment Group, Inc. 2.06% Reduce -5.0% 13,669 $2.6M
Waterfront Wealth Inc. 0.71% Add +2.0% 13,634 $2.6M
Hutchens & Kramer Investment Management Group, LLC 1.45% Reduce -0.8% 13,358 $2.6M
Diversified Portfolios, Inc. 0.35% Add +69.3% 13,591 $2.6M
Cresta Advisors, Ltd. 1.56% Add +3.2% 13,589 $2.6M
FWG Investments, LLC. 2.65% Reduce -2.3% 13,583 $2.6M
Kathleen S. Wright Associates Inc. 1.21% No change 13,605 $2.6M
Constant Guidance Financial LLC 2.72% Reduce -18.3% 13,566 $2.6M
Archer Investment Corp 0.77% Add +3.2% 13,538 $2.6M
Mizuho Securities Co. Ltd. 6.07% Add +301.2% 13,520 $2.6M
Burns Matteson Capital Management, LLC 1.64% Add +4.6% 13,503 $2.6M
Lynx Investment Advisory 1.93% — 13,501 $2.6M
JNBA Financial Advisors 0.28% Reduce -6.3% 13,497 $2.6M
Mach-1 Financial Group, LLC 1.84% Reduce -3.8% 13,493 $2.6M
New Century Financial Group, LLC 1.11% Add +23.7% 13,473 $2.6M
Bedel Financial Consulting, Inc. 0.38% Add +7.7% 13,469 $2.6M
Sweeney & Michel, LLC 1.11% Reduce -2.8% 13,042 $2.6M
Walled Lake Planning & Wealth Management, LLC 1.06% Add +1.6% 13,451 $2.6M
Quantum Portfolio Management LLC 1.49% Add +20.9% 13,450 $2.6M
Channel Wealth LLC 0.94% Reduce -4.4% 13,444 $2.6M
Gold Investment Management Ltd. 1.10% Reduce -1.8% 13,431 $2.6M
Vest Financial, LLC 0.06% Reduce -0.9% 13,428 $2.6M
Mason & Associates Inc 0.69% Add +0.4% 13,427 $2.6M
Ssi Investment Management LLC 1.02% Reduce -0.1% 13,404 $2.6M
Stonekeep Investments, LLC 2.10% — 13,394 $2.6M
Unionview, LLC 2.11% Reduce -0.6% 13,382 $2.6M
Barden Capital Management, Inc. 2.44% Add +0.1% 13,325 $2.6M
Fortune 45 LLC 1.97% Reduce -0.1% 13,370 $2.6M
FWG Holdings, LLC 1.30% Add +7.1% 13,853 $2.6M
Symphony Financial Services, Inc. 2.22% — 12,072 $2.6M
Retirement Planning Group, LLC 0.16% Add +32.0% 13,340 $2.6M
Sandy Cove Advisors, LLC 1.15% Reduce -5.8% 13,338 $2.6M
Prosperity Financial Group, Inc. 1.63% Reduce -8.5% 13,336 $2.6M
Corundum Group, Inc. 1.01% Add +32.0% 13,336 $2.6M
Lwmg, LLC 0.54% Add +10.4% 13,276 $2.6M
Omnia Family Wealth, LLC 1.09% Add +10.2% 13,267 $2.6M
Pinion Investment Advisors, LLC 1.27% Reduce -5.2% 13,257 $2.6M
Essex LLC 0.57% Add +0.5% 13,254 $2.6M
Unigestion Holding SA 0.14% Add +14.4% 16,856 $2.6M
Fiducient Advisors LLC 0.35% Reduce -29.9% 13,221 $2.6M
Capasso Planning Partners LLC 0.83% Add +111.7% 13,190 $2.5M
Grandfield & Dodd, LLC 0.16% Reduce -7.0% 13,179 $2.5M
Studio Investment Management LLC 0.58% Reduce -4.3% 13,170 $2.5M
West Wealth Group, LLC 0.90% Add +0.4% 13,144 $2.5M
Atticus Wealth Management, LLC 0.83% Reduce -5.5% 13,122 $2.5M
Sageworth Trust Co of South Dakota 3.72% Reduce -19.6% 13,100 $2.5M
Spectrum Strategic Capital Management, LLC 1.85% Reduce -0.9% 13,090 $2.5M
4J Wealth Management LLC 2.09% Reduce -1.2% 13,068 $2.5M
L. Roy Papp & Associates, LLP 0.31% Add +4.8% 13,067 $2.5M
Winthrop Capital Management, LLC 1.26% Add +0.8% 13,033 $2.5M
Values Added Financial LLC 1.81% Add +3.2% 13,026 $2.5M
Traveka Wealth, LLC 1.22% Add +3.0% 12,974 $2.5M
LVZ, Inc. 0.34% Add +0.7% 12,970 $2.5M
FSM Wealth Advisors, LLC 0.84% Add +1.5% 12,945 $2.5M
Vance Wealth, LLC 1.03% Add +1.7% 12,943 $2.5M
Foresight Capital Management Advisors, Inc. 1.70% Reduce -1.3% 12,927 $2.5M
One Wealth Advisors, LLC 0.54% Add +9.2% 14,954 $2.5M
Cutler Investment Counsel LLC 0.34% Reduce -1.0% 12,914 $2.5M
Capital Advantage, Inc. 0.51% Reduce -4.3% 12,508 $2.5M
GoalVest Advisory LLC 0.80% Reduce -14.3% 12,880 $2.5M
Live Oak Private Wealth LLC 0.43% Add +0.2% 12,855 $2.5M
Thrive Capital Management, LLC 1.13% Reduce -0.1% 12,829 $2.5M
Northeast Financial Group, Inc. 1.06% Add +66.7% 12,827 $2.5M
Kuhn & Co Investment Counsel 2.22% Add +0.9% 12,813 $2.5M
Gsa Capital Partners LLP 0.17% Reduce -53.1% 12,802 $2.5M
Proathlete Wealth Management LLC 1.17% Reduce -0.7% 12,802 $2.5M
Altus Wealth Group LLC 1.24% Reduce -1.5% 12,768 $2.5M
Greystone Financial Group, LLC 0.48% Add +11.0% 12,751 $2.5M
Northside Capital Management, LLC 0.42% Reduce -13.4% 12,748 $2.5M
Wittenberg Investment Management, Inc. 0.85% Reduce -5.5% 12,741 $2.5M
Valley Brook Capital Group, Inc. 1.92% Add +13.2% 12,734 $2.5M
Wynn Capital, LLC 1.82% Add +0.9% 12,730 $2.5M
O'Dell Group, LLC 0.60% No change 13,638 $2.5M
Uptick Partners, LLC 1.89% No change 13,624 $2.5M
Clifford Group, LLC 1.98% Add +16.9% 12,709 $2.5M
Glaxis Capital Management, LLC 4.26% Add +69.3% 12,700 $2.5M
Geometric Wealth Advisors 0.50% Add +73.1% 12,696 $2.5M
Searle & Co. 0.57% Add +12.3% 12,692 $2.5M
Cahaba Wealth Management, Inc. 0.22% Reduce -0.6% 12,687 $2.5M
Syntegra Private Wealth Group, LLC 0.31% Add +3.4% 12,647 $2.4M
Wealthstream Advisors, Inc. 0.89% Add +3.4% 12,627 $2.4M
Carmichael Hill & Associates, Inc. 0.99% Reduce -22.6% 12,610 $2.4M
Ahl Investment Management, Inc. 1.79% Add +1.3% 12,600 $2.4M
Pearl River Capital, LLC 0.39% New 12,593 $2.4M
Firestone Capital Management 0.66% No change 12,592 $2.4M
Washburn Capital Management, Inc. 1.73% Add +2.0% 12,574 $2.4M
Obsidian Cio, LLC 0.58% Add +4.7% 12,557 $2.4M
Steigerwald, Gordon & Koch Inc. 0.29% Add +0.6% 12,554 $2.4M
Salvus Wealth Management, LLC 1.66% Reduce -1.0% 12,550 $2.4M
Marathon Capital Management 0.62% Reduce -0.4% 12,520 $2.4M
Willner & Heller, LLC 2.32% Reduce -1.8% 12,513 $2.4M
Beam Wealth Advisors, Inc. 0.80% Add +138.6% 12,503 $2.4M
Scoggin Management LP 1.61% New 12,500 $2.4M
Independent Wealth Network Inc. 1.13% Add +2.2% 12,477 $2.4M
Clarkston Capital Partners, LLC 0.05% Add +0.7% 12,474 $2.4M
Banco de Sabadell, S.A 1.77% Reduce -1.9% 12,448 $2.4M
Scientech Research LLC 0.50% Add +176.0% 12,454 $2.4M
Ranch Capital Advisors Inc. 1.26% Add +12.7% 12,440 $2.4M
Windle Wealth, LLC 1.46% No change 12,428 $2.4M
First United Bank & Trust 0.89% Add +0.7% 12,412 $2.4M
Point72 Italy, S.r.l. 1.04% Reduce -50.8% 12,403 $2.4M
Carrera Capital Advisors 0.78% — 12,386 $2.4M
Castle Wealth Management LLC 1.15% Reduce -1.1% 12,383 $2.4M
Corrado Advisors, LLC 1.55% Reduce -10.7% 12,378 $2.4M
Wealth Quarterback LLC 1.35% Reduce -5.5% 12,368 $2.4M
Armstrong Henry H Associates Inc. 0.24% Reduce -0.2% 12,365 $2.4M
Cahill Financial Advisors Inc. 0.33% Reduce -9.9% 12,361 $2.4M
Myecfo, LLC 1.38% No change 12,348 $2.4M
Source Financial Advisors LLC 0.73% Add +0.2% 12,348 $2.4M
V2 Financial group LLC 1.60% Reduce -8.5% 13,000 $2.4M
TLWM 0.53% Add +0.5% 12,317 $2.4M
Oxbow Advisors, LLC 0.29% Add +1.8% 12,307 $2.4M
Center For Asset Management LLC 1.57% Add +12.6% 12,289 $2.4M
Monterey Private Wealth, Inc. 0.89% Add +6.5% 12,288 $2.4M
Capital Advisory Group Advisory Services, LLC 1.01% Add +5.3% 12,285 $2.4M
Wiser Advisor Group LLC 3.73% Reduce -1.7% 12,277 $2.4M
Hengehold Capital Management LLC 0.25% Add +2.3% 12,254 $2.4M
First Community Trust NA 2.02% Add +5.6% 12,253 $2.4M
Sciencast Management LP 0.82% New 12,242 $2.4M
Williamson Legacy Group, LLC 1.76% Add +2.2% 12,239 $2.4M
Baron Silver Stevens Financial Advisors, LLC 0.45% Reduce -4.1% 12,234 $2.4M
Institutional & Family Asset Management, LLC 0.36% Add +4.7% 12,230 $2.4M
First Nebraska Trust Co 0.24% Add +96.5% 12,221 $2.4M
American Institute for Advanced Investment Management, LLP 1.81% Add +3.8% 12,207 $2.4M
Criterion Capital Advisors, LLC 1.48% Reduce -0.5% 12,191 $2.4M
Bear Mountain Capital, Inc. 0.96% Reduce -2.9% 12,101 $2.4M
MSH Capital Advisors LLC 0.79% Add +2.0% 12,162 $2.4M
Pointe Capital Management LLC 1.46% Reduce -2.0% 12,156 $2.3M
Ullmann Wealth Partners Group, LLC 0.33% Add +3.4% 12,146 $2.3M
Brendel Financial Advisors LLC 1.49% Add +501.7% 12,101 $2.3M
Capital Advisors, Ltd. LLC 0.30% Add +2.0% 12,075 $2.3M
LJI Wealth Management, LLC 0.52% Reduce -0.6% 12,063 $2.3M
Patriot Investment Management Group, Inc. 0.18% Reduce -12.9% 12,048 $2.3M
Scarborough Advisors, LLC 0.95% Add +5.2% 12,016 $2.3M
Successful Portfolios LLC 1.62% Add +0.5% 11,998 $2.3M
Gratus Wealth Advisors, LLC 0.40% Reduce -1.3% 12,657 $2.3M
TFC Financial Management, Inc. 0.41% Reduce -0.5% 11,992 $2.3M
MGB Wealth Management, LLC 0.87% Add +6.4% 11,900 $2.3M
Caldwell Investment Management Ltd. 1.74% Reduce -18.4% 12,000 $2.3M
Prostatis Group LLC 0.81% Add +70.0% 11,891 $2.3M
U S Global Investors Inc. 0.22% Add +117.8% 11,980 $2.3M
SFG Wealth Management, LLC. 1.32% Add +1.7% 11,963 $2.3M
NORTHSTAR ASSET MANAGEMENT Co 0.56% Reduce -4.0% 11,961 $2.3M
Chelsea Counsel Co. 1.15% Add +0.8% 11,920 $2.3M
XR Securities LLC 3.88% Add +41.6% 11,907 $2.3M
Wolff Wiese Magana LLC 1.83% Add +7.3% 11,897 $2.3M
Concentric Wealth Management, LLC 0.60% Reduce -2.9% 11,864 $2.3M
Secured Retirement Advisors, LLC 1.78% Add +13.1% 11,832 $2.3M
ICW Investment Advisors LLC 1.04% Add +0.8% 11,814 $2.3M
Austin Wealth Management, LLC 0.53% Reduce -0.3% 11,692 $2.3M
Sprinkle Financial Consultants LLC 1.79% Add +2.7% 11,761 $2.3M
Tilia Fiduciary Partners, Inc. 1.78% Reduce -1.4% 11,757 $2.3M
Safeguard Financial, LLC 0.63% Add +26.9% 11,698 $2.3M
Palisades Hudson Asset Management, L.P. 1.04% Reduce -0.6% 11,694 $2.3M
Alterna Wealth Management, Inc. 1.98% Add +38.3% 11,686 $2.3M
Centennial Bank 1.10% Reduce -0.5% 11,663 $2.3M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.48% Reduce -0.7% 11,660 $2.3M
Tobias Financial Advisors, Inc. 0.48% Add +2.2% 11,634 $2.2M
Main Street Group, LTD 1.05% Reduce -9.0% 11,419 $2.2M
MV Capital Management, Inc. 0.25% Add +0.5% 11,628 $2.2M
LCNB Corp. 0.84% Reduce -9.0% 11,618 $2.2M
Patten Group, Inc. 0.53% Add +6.4% 11,612 $2.2M
Maxwell Wealth Strategies Inc. 1.10% Add +0.5% 11,609 $2.2M
One Day In July LLC 0.28% Add +5.4% 11,573 $2.2M
Edmp, Inc. 2.03% Reduce -0.0% 11,570 $2.2M
First Bancorp, Inc 1.65% Add +5.5% 11,559 $2.2M
Wolverine Asset Management LLC 0.22% New 11,557 $2.2M
Radnor Capital Management, LLC 0.68% Add +11.6% 11,543 $2.2M
Wealth Management Associates, Inc. 1.04% No change 11,525 $2.2M
Weaver Consulting Group 0.78% Reduce -14.5% 11,524 $2.2M
Davis Capital Management 1.93% Reduce -0.1% 11,283 $2.2M
Seeds Investor LLC 1.14% Add +111.4% 11,501 $2.2M
AA Financial Advisors, LLC 0.78% Add +1.7% 11,498 $2.2M
Kensington Investment Counsel, LLC 0.98% Add +9.0% 11,444 $2.2M
Walter & Keenan Wealth Management LLC /in/ 0.70% Add +0.2% 11,438 $2.2M
Next Level Private LLC 1.01% Add +0.6% 11,435 $2.2M
Colony Family Offices, LLC 0.71% Reduce -0.0% 11,430 $2.2M
Copperwynd Financial, LLC 0.72% Add +7.1% 11,802 $2.2M
Park Edge Advisors, LLC 0.67% Add +5.9% 11,410 $2.2M
Twin City Private Wealth, LLC 2.08% Add +3.5% 11,405 $2.2M
Tributary Capital Management, LLC 0.18% Reduce -4.4% 11,405 $2.2M
Richard W. Paul & Associates, LLC 0.85% Add +2.5% 11,405 $2.2M
Kathmere Capital Management, LLC 0.23% Add +29.9% 11,404 $2.2M
FDx Advisors, Inc. 0.61% Reduce -90.1% 11,355 $2.2M
Lakeridge Wealth Management LLC 1.32% Add +3.1% 11,350 $2.2M
Wealth Dimensions Group, Ltd. 0.62% Add +1.8% 11,341 $2.2M
Bigelow Investment Advisors, LLC 1.05% Reduce -0.3% 11,337 $2.2M
Wooster Corthell Wealth Management, Inc. 0.50% Reduce -2.1% 11,331 $2.2M
Firethorn Wealth Partners, LLC 1.24% Add +1.6% 11,327 $2.2M
Barlow Wealth Partners, LLC 0.30% Add +0.3% 12,083 $2.2M
Pinnacle Holdings, LLC 1.02% Add +0.0% 11,290 $2.2M
RFP Financial Group LLC 0.81% Reduce -4.1% 11,285 $2.2M
New Potomac Partners, LLC 1.19% Add +0.9% 11,278 $2.2M
Lester Murray Antman dba SimplyRich 0.69% No change 11,280 $2.2M
SYM FINANCIAL Corp 0.35% Add +122.5% 11,223 $2.2M
Probity Advisors, Inc. 0.45% Add +2.7% 11,215 $2.2M
Peoples Bank 1.69% Reduce -1.1% 11,207 $2.2M
Cornercap Investment Counsel Inc. 0.35% No change 11,203 $2.2M
Manchester Financial Inc. 0.53% Add +17.6% 11,195 $2.2M
MPS Loria Financial Planners, LLC 0.70% Add +4.4% 11,191 $2.2M
Charles Schwab Trust Co 0.20% Add +15.6% 11,176 $2.2M
Almanack Investment Partners, LLC. 0.36% Add +1.3% 11,173 $2.2M
Hilltop Partners LLC 0.80% Add +13.1% 11,162 $2.2M
Blue Barn Wealth, LLC 1.20% Reduce -4.0% 11,154 $2.2M
Astoria Portfolio Advisors LLC. 0.77% Add +2.2% 11,139 $2.2M
Sienna Gestion 0.19% Add +2598.3% 11,144 $2.2M
Campbell Wealth Management 0.69% Add +58.8% 11,131 $2.2M
River Street Advisors LLC 1.33% Add +7.4% 11,127 $2.2M
Hoxton Planning & Management, LLC 1.00% Reduce -3.3% 11,124 $2.1M
Cedrus LLC 1.07% Add +1.3% 11,117 $2.1M
Patrick M Sweeney & Associates, Inc. 1.74% Add +0.5% 11,155 $2.1M
One Charles Private Wealth Services, LLC 0.89% Reduce -2.0% 11,104 $2.1M
Core Wealth Advisors, Inc. 0.73% Add +309.4% 11,081 $2.1M
Peoples Bank 1.11% Add +26.6% 11,073 $2.1M
Grey Ledge Advisors, LLC 0.58% Add +1.8% 11,059 $2.1M
PCA Investment Advisory Services Inc. 1.12% Add +3.0% 11,052 $2.1M
Elevated Capital Advisors, LLC 0.60% Add +4.4% 11,036 $2.1M
Sherbrooke Park Advisers LLC 0.37% Add +0.7% 10,998 $2.1M
Marotta Asset Management 0.44% Add +2.9% 10,772 $2.1M
Meadow Creek Wealth Advisors LLC 2.01% Add +9.2% 10,990 $2.1M
Coyle Financial Counsel LLC 0.76% No change 11,772 $2.1M
Connective Portfolio Management, LLC 3.45% Add +15.8% 10,980 $2.1M
IAM Advisory, LLC 0.58% Reduce -2.4% 10,980 $2.1M
Triad Wealth Partners, LLC 1.11% Add +54.2% 10,944 $2.1M
waypoint wealth counsel 1.61% Reduce -0.9% 10,913 $2.1M
LFA - Lugano Financial Advisors SA 1.60% Add +6.9% 10,888 $2.1M
Hofer & Associates. Inc 1.63% Reduce -0.1% 10,852 $2.1M
Walkner Condon Financial Advisors LLC 0.45% Reduce -20.0% 10,869 $2.1M
Aprio Wealth Management, LLC 0.38% Reduce -1.1% 10,846 $2.1M
Shelton Wealth Management, LLC 1.25% Add +5.4% 10,808 $2.1M
Advisory Resource Group 0.47% Add +2.4% 10,791 $2.1M
Commonwealth Financial Services, LLC 0.43% Add +2.3% 10,458 $2.1M
Affinity Capital Advisors, LLC 0.44% Reduce -1.2% 10,773 $2.1M
Detalus Advisors, LLC 0.71% Add +14.8% 10,767 $2.1M
WealthTrust Axiom LLC 0.69% Add +6.8% 10,754 $2.1M
Berkeley Capital Partners, LLC 0.63% Reduce -2.0% 10,751 $2.1M
Affiance Financial, LLC 0.54% Add +0.6% 10,750 $2.1M
Opal Wealth Advisors, LLC 0.67% Reduce -0.4% 10,736 $2.1M
Lipe & Dalton 1.11% Add +0.7% 10,723 $2.1M
Warren Street Wealth Advisors, LLC 1.03% Reduce -3.8% 10,699 $2.1M
Farrell Financial LLC 1.61% Reduce -0.1% 10,689 $2.1M
PAX Financial Group, LLC 0.40% Add +53.0% 10,681 $2.1M
Hilltop National Bank 0.66% Add +2.1% 10,677 $2.1M
BlackDiamond Wealth Management, LLC 1.36% Add +23.2% 12,437 $2.1M
ORBA Wealth Advisors, L.L.C. 1.06% Add +9.2% 10,647 $2.1M
Neumann Capital Management, LLC 0.71% No change 10,640 $2.1M
Hartford Funds Management Co LLC 0.19% Add +1.9% 10,639 $2.1M
Capital Wealth Alliance, LLC 1.17% Add +3.9% 10,636 $2.1M
Nebula Research & Development LLC 0.33% New 10,636 $2.1M
Trust Co of the South 0.49% No change 10,633 $2.1M
BCS Wealth Management 1.00% Add +1.6% 10,594 $2.0M
Pinkerton Wealth, LLC 0.31% Add +12.7% 10,587 $2.0M
Rappaport Reiches Capital Management, LLC 0.60% Reduce -22.9% 10,573 $2.0M
Burt Wealth Advisors 0.54% Reduce -14.2% 10,572 $2.0M
Dynamic Technology Lab Private Ltd 0.23% Add +18.1% 10,565 $2.0M
JBR Co Financial Management Inc 1.43% Add +0.9% 10,546 $2.0M
Crawford Investment Counsel Inc. 0.04% Reduce -1.5% 10,543 $2.0M
Creative Capital Management Investments LLC 0.99% Add +3.6% 10,504 $2.0M
Hussman Strategic Advisors, Inc. 0.56% Reduce -66.7% 10,500 $2.0M
Legacy Capital Group California, Inc. 0.73% Reduce -1.3% 10,483 $2.0M
Quantum Financial Advisors, LLC 0.36% Add +0.8% 10,482 $2.0M
Garrett Wealth Advisory Group, LLC 0.74% Add +659.4% 10,480 $2.0M
Diversified, LLC 0.24% Add +38.3% 10,471 $2.0M
Thornburg Investment Management Inc. 0.03% Add +7.2% 10,462 $2.0M
Tidemark, LLC 0.93% Add +3.6% 10,461 $2.0M
Heartwood Wealth Advisors LLC 0.24% Add +109.7% 10,445 $2.0M
Mattern Capital Management, LLC 0.28% Add +0.4% 10,436 $2.0M
Delos Wealth Advisors, LLC 1.95% Add +9.8% 10,426 $2.0M
Professional Financial Advisors, LLC 0.56% Add +0.9% 10,413 $2.0M
Objectivity Squared, LLC 1.54% No change 10,423 $2.0M
Alan B Lancz & Associates, Inc. 1.99% — 10,394 $2.0M
Wharton Business Group, LLC 0.10% Add +0.5% 10,388 $2.0M
Knights of Columbus Asset Advisors LLC 0.13% Add +30.5% 10,365 $2.0M
17 Capital Partners, LLC 1.42% Add +7.1% 10,342 $2.0M
Armstrong, Fleming & Moore, Inc 1.28% Reduce -0.1% 10,319 $2.0M
Inspirion Wealth Advisors, LLC 0.30% Add +0.8% 10,306 $2.0M
Salomon & Ludwin, LLC 0.22% Reduce -37.8% 10,302 $2.0M
Ridgewood Investments LLC 1.00% Reduce -2.8% 10,281 $2.0M
Paladin Advisory Group, LLC 1.54% No change 9,994 $2.0M
Fairscale Capital, LLC 1.75% — 10,197 $2.0M
Mark Sheptoff Financial Planning, LLC 1.10% Add +0.5% 10,182 $2.0M
Hunter Associates Investment Management LLC 0.33% Add +0.1% 10,111 $2.0M
Integrity Financial Corp 1.23% Add +2.0% 10,126 $2.0M
New England Research & Management, Inc. 0.94% Add +7.4% 10,109 $2.0M
Infrastructure Capital Advisors, LLC 0.31% New 10,100 $2.0M
Redwood Financial Network Corp 1.64% Add +3.6% 10,091 $2.0M
Financial Advisors, LLC 0.40% No change 10,078 $1.9M
Dimension Capital Management LLC 0.40% Reduce -10.9% 10,051 $1.9M
Stanley-Laman Group, Ltd. 0.26% Add +10.2% 10,044 $1.9M
Lebenthal Global Advisors, LLC 0.43% Reduce -0.0% 10,038 $1.9M
M3 Advisory Group, LLC 1.59% Add +15.9% 10,022 $1.9M
Tiller Private Wealth, Inc. 0.85% Reduce -0.5% 10,009 $1.9M
Price Jennifer C. 2.25% No change 10,000 $1.9M
Susquehanna International Group Ltd. 0.48% Add +44.2% 10,000 $1.9M
Brevan Howard Capital Management LP 0.13% Add +72.4% 10,000 $1.9M
McLean Asset Management Corp 0.62% Reduce -2.4% 9,663 $1.9M
Laraway Financial Advisors Inc 1.65% Add +0.0% 9,973 $1.9M
Alternative Investment Advisors, LLC. 1.10% Reduce -50.5% 9,949 $1.9M
Blackston Financial Advisory Group, LLC 1.08% Add +146.6% 9,945 $1.9M
Magnolia Capital Management Ltd. 1.61% Add +2.8% 9,935 $1.9M
New Covenant Trust Company, N.A. 2.20% Reduce -4.3% 10,441 $1.9M
Insight Wealth Partners, LLC 1.24% Add +14.9% 9,885 $1.9M
Point72 Hong Kong Ltd 0.12% Reduce -79.0% 9,882 $1.9M
Baron Wealth Management LLC 0.99% Add +4.3% 9,881 $1.9M
SJS Investment Consulting Inc. 0.37% Add +2.1% 9,874 $1.9M
Duncan Williams Asset Management, LLC 1.60% Add +6.3% 9,846 $1.9M
Indie Asset Partners, LLC 1.51% Add +10.7% 9,831 $1.9M
Rise Advisors, LLC 1.01% Reduce -1.0% 9,829 $1.9M
Advance Capital Management, Inc. 0.09% Reduce -16.8% 9,818 $1.9M
Trust Co 0.24% Reduce -13.3% 9,789 $1.9M
St. Clair Advisors, LLC 0.60% No change 9,738 $1.9M
Francis Financial, Inc. 0.57% Add +11.6% 9,736 $1.9M
LifeSteps Financial, Inc. 1.55% Add +0.2% 9,729 $1.9M
AXS Investments LLC 0.52% Reduce -32.1% 9,728 $1.9M
STAR Financial Bank 1.45% Reduce -8.6% 9,727 $1.9M
Prentice Wealth Management LLC 0.61% Reduce -1.3% 9,726 $1.9M
Strategic Financial Services, Inc. 0.12% Add +32.7% 9,724 $1.9M
Acorn Creek Capital LLC 1.12% Add +7.7% 9,713 $1.9M
Gen-Wealth Partners Inc 0.91% Add +0.6% 9,704 $1.9M
Black Diamond Financial, LLC 0.36% Add +15.4% 9,695 $1.9M
Vista Capital Partners, Inc. 0.23% Reduce -2.6% 9,690 $1.9M
Vima LLC 4.13% Add +8.5% 9,677 $1.9M
Lecap Asset Management Ltd. 0.40% Reduce -59.9% 9,656 $1.9M
Marble Harbor Investment Counsel, LLC 0.22% No change 9,650 $1.9M
Wells Trecaso Financial Group, LLC 0.64% Reduce -1.3% 9,645 $1.9M
MTM Investment Management, LLC 0.76% Reduce -1.8% 9,638 $1.9M
Ogorek Anthony Joseph /NY/ 0.65% Add +1.2% 9,621 $1.9M
Legacy Financial Strategies, LLC 0.45% Add +2.3% 9,380 $1.9M
Creekside Partners 1.03% — 9,585 $1.9M
Azzad Asset Management Inc. 0.22% Reduce -0.6% 9,581 $1.9M
Arcus Capital Partners, LLC 0.71% Add +15.9% 9,561 $1.8M
Adamsbrown Wealth Consultants LLC 0.72% Add +3.6% 9,545 $1.8M
Kraematon Investment Advisors, Inc. 1.87% No change 9,521 $1.8M
Gilman Hill Asset Management, LLC 0.33% Add +15.8% 9,520 $1.8M
a16z Perennial Management, L.P. 0.20% No change 9,520 $1.8M
Hoertkorn Richard Charles 0.80% Reduce -4.5% 9,506 $1.8M
Spectrum Planning & Advisory Services Inc. 1.77% — 9,280 $1.8M
Davies Financial Advisors, Inc. 1.71% Add +1.9% 9,492 $1.8M
Abel Hall, LLC 1.30% Add +4.9% 9,489 $1.8M
Atlanta Consulting Group Advisors, LLC 0.40% No change 9,482 $1.8M
MinichMacGregor Wealth Management, LLC 0.45% Add +1.8% 9,481 $1.8M
Kraft, Davis & Associates, LLC 0.55% Reduce -1.6% 10,012 $1.8M
BayBridge Capital Group, LLC 1.43% Add +1.3% 9,463 $1.8M
Brass Tax Wealth Management, Inc. 0.36% Add +556.9% 9,426 $1.8M
Root Financial Partners, LLC 0.43% Add +23.9% 9,413 $1.8M
Summa Corp. 0.88% Reduce -4.5% 9,408 $1.8M
GEM Asset Management, LLC 1.13% No change 9,391 $1.8M
Satovsky Asset Management LLC 0.44% Reduce -1.2% 9,380 $1.8M
Bridge Advisory, LLC 0.89% Add +4.9% 9,367 $1.8M
West Paces Advisors Inc. 0.47% Reduce -1.4% 9,355 $1.8M
Matthew Goff Investment Advisor, LLC 0.37% No change 9,351 $1.8M
BHK Investment Advisors, LLC 0.71% Add +14.7% 9,328 $1.8M
Gould Capital, LLC 1.27% Add +1.1% 9,312 $1.8M
Planning Center, Inc. 0.24% No change 9,310 $1.8M
Birchcreek Wealth Management, LLC 1.01% Reduce -1.6% 9,308 $1.8M
Strategic Financial Concepts, LLC 1.05% Add +13606.7% 3,932,580 $1.8M
Lodestone Wealth Management LLC 0.95% Add +2.4% 9,287 $1.8M
Carlson Capital Management 0.08% Add +0.9% 9,278 $1.8M
M. Kraus & Co 0.55% Add +2.2% 9,276 $1.8M
Planning Capital Management Corp 1.26% Reduce -3.6% 9,269 $1.8M
Occudo Quantitative Strategies LP 0.32% Reduce -62.4% 9,261 $1.8M
Collective Family Office LLC 0.52% Reduce -0.5% 9,233 $1.8M
Iams Wealth Management, LLC 0.97% Add +162.5% 9,206 $1.8M
Cable Hill Partners, LLC 0.19% New 9,202 $1.8M
Riverview Trust Co 1.69% Reduce -52.2% 9,201 $1.8M
Howard Wealth Management, LLC 1.40% Add +0.0% 9,181 $1.8M
Rowlandmiller & Partners.adv 0.39% Reduce -5.8% 9,157 $1.8M
Fca Corp. 0.57% Add +13.0% 9,153 $1.8M
Capital Market Strategies LLC 1.12% Add +14.4% 9,150 $1.8M
Willis Johnson & Associates, Inc. 0.14% Add +23.6% 9,133 $1.8M
MRP Capital Investments, LLC 1.65% Add +4.2% 9,130 $1.8M
Westshore Wealth, LLC 0.73% Reduce -0.1% 9,125 $1.8M
Kirtland Hills Capital Management, LLC 1.47% Add +0.9% 9,111 $1.8M
Investment Partners Asset Management, Inc. 1.57% Reduce -0.0% 9,096 $1.8M
Financial Management Professionals, Inc. 0.24% Add +1.5% 9,080 $1.8M
Cumberland Advisors Inc. 0.72% Reduce -6.2% 9,080 $1.8M
AlphaQ Advisors LLC 5.19% Reduce -44.0% 9,075 $1.8M
Strategic Investment Solutions, Inc. 0.56% — 8,890 $1.7M
FNY Investment Advisers, LLC 1.19% Reduce -37.2% 9,054 $1.7M
Sunflower Bank, N.A. 0.41% Reduce -0.3% 9,046 $1.7M
First Affirmative Financial Network 1.21% Add +5.3% 9,039 $1.7M
Rockbridge Investment Management, LCC 0.25% No change 9,007 $1.7M
Peninsula Wealth, LLC 0.33% Reduce -58.3% 8,943 $1.7M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3.21% New 9,000 $1.7M
Tarbox Family Office, Inc. 0.31% Add +0.0% 8,996 $1.7M
Eagle Bluffs Wealth Management LLC 1.01% Add +0.2% 8,988 $1.7M
Mainstay Capital Management LLC 0.30% Add +13.4% 8,984 $1.7M
Tradewinds Capital Management, LLC 0.51% Add +6.9% 8,981 $1.7M
Private Client Services, LLC 1.09% Add +1.0% 8,974 $1.7M
Gradient Capital Advisors, LLC 0.62% Reduce -0.1% 8,970 $1.7M
Wagner Wealth Management, LLC 0.52% Add +20.1% 8,936 $1.7M
WestHill Financial Advisors, Inc. 0.42% Reduce -2.4% 8,934 $1.7M
Trilogy Capital Inc. 0.09% Add +83.7% 8,920 $1.7M
Goldstein Advisors, LLC 0.29% Add +8.9% 8,905 $1.7M
Genesee Capital Advisors, LLC 0.84% Reduce -0.9% 8,896 $1.7M
Levy Wealth Management Group, LLC 0.44% Add +1.2% 8,887 $1.7M
Ameliora Wealth Management Ltd. 0.78% Reduce -1.1% 8,886 $1.7M
Orleans Capital Management Corp. 1.09% Add +58.0% 8,865 $1.7M
MKT Advisors LLC 0.85% Add +2.3% 8,592 $1.7M
Pitti Group Wealth Management, LLC 1.86% Add +2.3% 11,269 $1.7M
Austin Asset Management Co Inc 0.36% Add +3.3% 8,829 $1.7M
Lee Financial Co 0.28% Add +32.2% 8,806 $1.7M
Barbara Oil Co. 0.74% No change 8,800 $1.7M
Bramshill Investments, LLC 0.18% New 8,800 $1.7M
First Business Financial Services, Inc. 0.18% Add +2.0% 8,798 $1.7M
Centerpoint Advisors, LLC 0.61% Reduce -0.8% 8,797 $1.7M
Cottonwood Capital Advisors, LLC 1.33% Reduce -4.7% 8,524 $1.7M
Mayport, LLC 0.60% No change 8,790 $1.7M
Guerra Pan Advisors, LLC 1.41% Add +22.7% 8,741 $1.7M
Meridian Wealth Partners, LLC 0.30% Reduce -13.7% 8,738 $1.7M
Madison Park Capital Advisors, LLC 1.41% Add +25.8% 8,736 $1.7M
Westport Asset Management Inc. 0.84% No change 8,720 $1.7M
G2 Capital Management, LLC / Oh 0.52% Add +1.9% 8,715 $1.7M
CMT Capital Markets Trading GmbH 0.48% Reduce -72.9% 8,714 $1.7M
Fourpath Capital Management, LLC 1.25% Reduce -3.5% 8,711 $1.7M
49 Wealth Management, LLC 0.33% Add +9.8% 8,531 $1.7M
Pacific Sun Financial Corp 0.99% Reduce -1.8% 8,677 $1.7M
Capital Wealth Planning, LLC 0.02% Reduce -1.0% 8,658 $1.7M
Abound Wealth Management 0.62% Add +0.5% 8,643 $1.7M
TPG Advisors LLC 1.42% — 8,640 $1.7M
Lombard Odier Asset Management (USA) Corp 0.73% Add +43.7% 8,624 $1.7M
Matrix Private Capital Group LLC 1.05% Reduce -0.2% 8,609 $1.7M
Renasant Bank 1.14% Reduce -8.4% 8,586 $1.7M
KFA Private Wealth Group, LLC 0.86% Reduce -46.1% 8,580 $1.7M
Presidio Capital Management, LLC 1.16% Add +14.4% 8,575 $1.7M
TrueMark Investments, LLC 0.57% No change 8,574 $1.7M
Pasadena Private Wealth, LLC 0.38% Reduce -0.6% 8,542 $1.7M
Integral Investment Advisors, Inc. 0.61% Reduce -0.6% 8,321 $1.6M
Second Line Capital, LLC 0.50% Add +12.9% 8,512 $1.6M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.68% Add +3.2% 8,493 $1.6M
Echo Wealth Management, LLC 1.24% Reduce -4.4% 8,492 $1.6M
Bill Few Associates, Inc. 0.63% Add +0.5% 8,490 $1.6M
Richardson Financial Services Inc. 1.18% Reduce -7.1% 8,488 $1.6M
Warwick Investment Management, Inc. 0.38% Add +4.4% 8,482 $1.6M
Wayfinding Financial, LLC 0.92% Reduce -28.7% 8,477 $1.6M
Beirne Wealth Consulting Services, LLC 0.66% No change 8,476 $1.6M
Palo Alto Wealth Advisors, LLC 1.13% Add +0.1% 8,465 $1.6M
Nabity-Jensen Investment Management Inc 1.34% Reduce -0.3% 8,452 $1.6M
Kintra Wealth, LLC 1.16% Add +15.3% 8,443 $1.6M
Invenio Wealth Partners LLC 0.81% Reduce -1.2% 8,409 $1.6M
Investors Research Corp 0.38% Reduce -0.3% 8,403 $1.6M
Fonville Wealth Management LLC 0.64% Add +23.1% 8,394 $1.6M
Fullcircle Wealth LLC 0.79% — 8,958 $1.6M
Luts & Greenleigh Group, Inc. 1.68% — 8,377 $1.6M
Members Wealth LLC 1.08% — 7,373 $1.6M
Demars Financial Group, LLC 0.78% Reduce -2.4% 8,369 $1.6M
Motive Wealth Advisors 0.97% Add +1.5% 8,349 $1.6M
Keynote Financial Services LLC 1.36% No change 8,343 $1.6M
Financial & Tax Architects, LLC 0.43% Add +17.7% 8,339 $1.6M
Walker Asset Management, LLC 1.08% Reduce -3.3% 8,332 $1.6M
Intrepid Capital Management Inc. 1.02% Add +9.9% 8,301 $1.6M
Fiduciary Financial Group, LLC 0.39% — 8,310 $1.6M
Northwest Quadrant Wealth Management, LLC 0.39% No change 8,296 $1.6M
Sunburst Financial Group, LLC 0.43% Add +0.0% 8,294 $1.6M
Carl P. Sherr & Co., LLC 0.89% Add +20.0% 8,274 $1.6M
Port Capital LLC 0.08% Reduce -0.4% 8,260 $1.6M
Mma Asset Management LLC 0.75% Add +2.1% 8,251 $1.6M
Union Savings Bank 0.83% Add +4.6% 8,227 $1.6M
Coordinated Financial Services, Inc. 1.38% Reduce -2.4% 8,205 $1.6M
Johnson & White Wealth Management, LLC 1.51% Add +11.6% 8,186 $1.6M
New Capital Management LP 0.48% Reduce -10.9% 8,170 $1.6M
Robinson Smith Wealth Advisors LLC 1.39% Add +17.5% 8,151 $1.6M
Eagle Wealth Strategies LLC 1.27% Add +3.7% 8,147 $1.6M
Better Money Decisions, LLC 1.18% Reduce -3.8% 8,129 $1.6M
MBM Wealth Consultants, LLC 0.54% Reduce -1.6% 7,870 $1.6M
ArrowMark Colorado Holdings LLC 0.02% No change 8,114 $1.6M
Florida Financial Advisors, LLC 0.94% Add +18.3% 8,236 $1.6M
Wallace Hart LLC 1.21% Add +2.5% 8,071 $1.6M
EPIQ Capital Group, LLC 0.55% Add +250.0% 8,071 $1.6M
Rogco, LP 0.64% Add +9.0% 8,068 $1.6M
Balentine LLC 0.07% Reduce -94.2% 8,040 $1.6M
Mainsail Asset Management, LLC 1.23% Add +6.6% 8,033 $1.6M
Altiora Financial Group, LLC 0.37% No change 8,031 $1.6M
WFA Asset Management Corp 0.88% Reduce -3.7% 8,030 $1.6M
Defender Capital, LLC. 0.53% Add +60.4% 8,010 $1.5M
Aristides Capital LLC 0.65% New 8,000 $1.5M
EWG Elevate Inc. 0.56% Add +1.6% 7,997 $1.5M
Lake Hills Wealth Management, LLC 1.11% Add +0.1% 7,996 $1.5M
Kapstone Financial Advisors LLC 1.01% No change 7,985 $1.5M
Operose Advisors LLC 0.55% Add +2.0% 7,985 $1.5M
Apeiron RIA LLC 0.47% Reduce -0.1% 7,972 $1.5M
Great Waters Wealth Management 0.23% Add +3.0% 7,930 $1.5M
Wealth Advisors of Iowa, LLC 0.85% Add +0.1% 7,927 $1.5M
Courage Miller Partners, LLC 0.55% No change 7,925 $1.5M
Tennessee Valley Asset Management Partners 0.29% Add +62.3% 7,919 $1.5M
Saxony Capital Management, LLC 1.68% Add +11.4% 7,907 $1.5M
Davis Investment Partners, LLC 0.63% Add +71.8% 7,856 $1.5M
Autumn Glory Partners, LLC 0.78% Reduce -0.2% 7,896 $1.5M
Sachetta, LLC 0.66% Add +7.8% 8,393 $1.5M
Investmark Advisory Group LLC 0.81% Reduce -5.3% 7,880 $1.5M
RPS Advisory Solutions LLC 1.40% — 7,878 $1.5M
Trevian Wealth Management LLC 7.58% Reduce -1.5% 7,874 $1.5M
Wexford Capital LP 0.39% Add +13.7% 7,875 $1.5M
Old Port Advisors 0.45% Add +5.0% 7,855 $1.5M
Ellenbecker Investment Group 0.31% Reduce -1.7% 7,855 $1.5M
Bluesphere Advisors LLC 0.77% Add +1.3% 7,854 $1.5M
Ninepoint Partners LP 0.16% Add +18.2% 7,844 $1.5M
SilverOak Wealth Management LLC 0.36% Add +34.9% 7,830 $1.5M
Cornerstone National Bank & Trust Co 0.74% Add +3.2% 7,829 $1.5M
Catalyst Private Wealth, LLC 0.80% Add +2.1% 7,805 $1.5M
Pine Harbor Wealth Management, LLC 0.89% Add +8.1% 7,801 $1.5M
Orrstown Financial Services Inc. 0.80% Add +1.1% 7,796 $1.5M
Enzi Wealth 0.66% Add +0.1% 7,531 $1.5M
Robinswood Financial LLC 0.61% Add +66.2% 7,784 $1.5M
Ardent Capital Management, Inc. 0.74% No change 7,774 $1.5M
Ridgecrest Wealth Partners, LLC 0.90% Add +0.3% 7,774 $1.5M
Plotkin Financial Advisors, LLC 0.96% Reduce -2.3% 7,760 $1.5M
Tranquilli Financial Advisor LLC 1.00% Reduce -3.0% 7,601 $1.5M
Summit Financial Strategies, Inc. 0.19% Reduce -5.3% 7,743 $1.5M
AllSquare Wealth Management LLC 0.90% Add +4.0% 7,735 $1.5M
Cohen & Steers, Inc. 0.00% Add +3.7% 7,723 $1.5M
Revisor Wealth Management LLC 1.04% Reduce -39.3% 7,718 $1.5M
Perissos Private Wealth Management, LLC 1.33% Reduce -2.5% 7,700 $1.5M
Rothschild Wealth LLC 0.48% Add +6.5% 7,698 $1.5M
Heritage Wealth Management, Inc. 0.50% — 7,427 $1.5M
Sterling Financial Group, Inc. 0.67% Add +4.8% 7,669 $1.5M
Farmers National Bank 0.45% Reduce -1.3% 7,666 $1.5M
Clearwater Capital Advisors, LLC 0.16% Add +1.1% 7,658 $1.5M
Charter Research & Investment Group, Inc. 1.16% Add +1.7% 7,650 $1.5M
Hobbs Group Advisors, LLC 0.56% — 7,724 $1.5M
Seed Wealth Management, Inc. 1.28% Add +2.7% 7,620 $1.5M
Noesis Capital Mangement Corp. 0.33% Add +4.3% 7,611 $1.5M
Orca Investment Management, LLC 1.40% Reduce -2.9% 7,610 $1.5M
Versant Capital Management, Inc 0.37% Add +59.2% 7,607 $1.5M
Kwmg, LLC 0.16% New 7,601 $1.5M
Client 1ST Advisory Group, LLC 0.63% Add +1.6% 7,584 $1.5M
Rezny Wealth Management, Inc. 0.39% Add +10.0% 7,545 $1.5M
Avondale Wealth Management 1.00% No change 7,540 $1.5M
Midwest Professional Planners, LTD. 0.49% Add +8.4% 7,513 $1.5M
Strategy Asset Managers LLC 0.32% Reduce -41.1% 11,137 $1.5M
Madrona Financial Services, LLC 0.45% Reduce -2.3% 7,509 $1.5M
AMJ Financial Wealth Management 0.45% Reduce -0.2% 7,479 $1.4M
Conrad Siegel Investment Advisors, Inc. 0.42% No change 7,472 $1.4M
NCM Capital Management, LLC 0.76% Add +1.0% 7,470 $1.4M
Kohmann Bosshard Financial Services, LLC 0.19% Reduce -0.8% 7,449 $1.4M
Chesapeake Asset Management LLC 1.38% Reduce -0.3% 7,440 $1.4M
Cherrydale Wealth Management, LLC 0.63% Add +17.5% 7,437 $1.4M
Philip James Wealth Mangement, LLC 0.95% Add +1.5% 7,418 $1.4M
Landaas & Co. /Wi 0.44% Reduce -1.9% 7,416 $1.4M
Concorde Asset Management, LLC 0.88% Reduce -11.1% 7,371 $1.4M
Gill Capital Partners, LLC 0.55% Add +8.3% 7,364 $1.4M
Legacy Wealth Management, LLC / MS 0.60% Reduce -2.3% 7,355 $1.4M
Private Capital Management, LLC 0.17% Reduce -0.1% 7,351 $1.4M
Glass Jacobson Investment Advisors llc 0.52% Reduce -0.9% 7,332 $1.4M
Atwood & Palmer Inc. 0.11% Reduce -3.1% 7,319 $1.4M
Western Financial Corp 0.85% Reduce -2.5% 7,310 $1.4M
Crumly & Associates Inc. 0.41% Reduce -2.2% 7,293 $1.4M
Aerodigm Wealth, LLC 0.65% Reduce -70.1% 7,289 $1.4M
Fortis Advisors, LLC 0.99% No change 7,284 $1.4M
IMZ Advisory Inc 0.70% Add +0.2% 7,281 $1.4M
Merrion Investment Management Co, LLC 0.97% Reduce -2.1% 7,275 $1.4M
Granite Group Advisors, LLC 1.06% No change 7,271 $1.4M
Bridger Management, LLC 0.72% No change 7,264 $1.4M
Total Investment Management Inc. 0.18% Add +1.5% 7,247 $1.4M
WMG Financial Advisors, LLC 0.74% Add +22.5% 7,228 $1.4M
Hudock, Inc. 0.26% Reduce -1.6% 7,194 $1.4M
Merkkuri Wealth Advisors LLC 1.27% — 7,164 $1.4M
Alliance Wealth Advisors, LLC 0.87% Reduce -3.0% 7,158 $1.4M
Silverlake Wealth Management LLC 0.57% Add +35.3% 7,156 $1.4M
Summit Financial Wealth Advisors, LLC 0.28% Add +1.4% 7,145 $1.4M
Monument Capital Management 0.41% Add +1.1% 7,144 $1.4M
Beacon Financial Strategies CORP 0.99% Reduce -2.2% 7,142 $1.4M
BetterWealth, LLC 0.44% Reduce -5.3% 7,132 $1.4M
Rooted Wealth Advisors, Inc. 0.61% Add +7.5% 7,498 $1.4M
Tandem Capital Management Corp. 0.75% Add +34.4% 6,883 $1.4M
CJM Wealth Advisers, Ltd. 0.51% Add +3.0% 6,978 $1.4M
Portland Investment Counsel Inc. 0.50% Reduce -0.8% 7,120 $1.4M
MeadowBrook Investment Advisors LLC 1.32% Reduce -1.5% 7,110 $1.4M
Marshall Financial Group, LLC 0.38% Add +1.8% 7,098 $1.4M
Paragon Financial Partners, Inc. 1.07% No change 7,090 $1.4M
NovaPoint Capital, LLC 0.46% Add +1.2% 7,084 $1.4M
Transcendent Capital Group LLC 0.79% Reduce -8.2% 7,080 $1.4M
Bank & Trust Co 1.16% — 7,072 $1.4M
Global Strategic Investment Solutions, LLC 0.17% Reduce -10.1% 7,069 $1.4M
TrueWealth Advisors, LLC 0.50% Add +6.3% 7,061 $1.4M
Durante & Waters, LLC 1.21% Add +2.6% 7,051 $1.4M
Balefire, LLC 0.48% Reduce -30.4% 7,050 $1.4M
Knowledge Leaders Capital, LLC 3.23% Reduce -4.9% 7,040 $1.4M
Ceera Investments, LLC 0.58% No change 7,040 $1.4M
Omega Financial Group, LLC 0.55% Reduce -7.7% 7,034 $1.4M
IFG Advisors, LLC 0.32% Add +6.7% 7,033 $1.4M
Osborne Partners Capital Management, LLC 0.08% Add +4.2% 7,027 $1.4M
AJOVista, LLC 3.91% No change 7,025 $1.4M
Northern Capital Management, Inc. 0.91% Add +6.0% 7,022 $1.4M
Platte River Wealth Advisors, LLC 0.38% Reduce -5.8% 7,020 $1.4M
Verdad Advisers, LP 1.57% Add +96.9% 7,015 $1.4M
Yost Capital Management, LP 2.26% Reduce -50.0% 7,010 $1.4M
Morling Financial Advisors, LLC 0.59% Add +10.9% 7,004 $1.4M
Jackson Creek Investment Advisors LLC 0.49% Reduce -8.6% 6,994 $1.4M
Collaborative Wealth Managment Inc. 0.66% Reduce -0.0% 6,951 $1.3M
MN Wealth Advisors, LLC 0.78% Add +4.0% 7,926 $1.3M
Old North State Trust, LLC 1.16% Reduce -0.2% 6,927 $1.3M
Bowman & Co S.C. 0.78% Add +8.6% 6,906 $1.3M
Global Financial Private Client, LLC 0.56% Reduce -0.3% 6,905 $1.3M
Stonebridge Capital Management Inc. 0.57% Reduce -6.8% 6,905 $1.3M
Calton & Associates, Inc. 0.67% Reduce -6.0% 6,901 $1.3M
Carson Advisory Inc. 0.93% Add +1.8% 6,889 $1.3M
Arcataur Capital Management LLC 0.47% Reduce -0.9% 6,889 $1.3M
Roof Eidam Maycock Peralta, LLC 0.36% Add +30.8% 6,882 $1.3M
CWS Financial Advisors, LLC 0.52% Add +2.6% 6,880 $1.3M
Archvest Wealth Advisors, Inc. 0.88% Add +13.4% 6,742 $1.3M
Horan Capital Advisors, LLC. 0.47% Reduce -0.3% 6,878 $1.3M
Werlinich Asset Management, LLC 0.82% No change 6,700 $1.3M
Sterling Group Wealth Management, LLC 0.76% — 6,843 $1.3M
W Advisors, LLC 0.87% Add +3.5% 6,827 $1.3M
BOS Asset Management, LLC 0.61% Add +0.8% 6,810 $1.3M
Advisory Services & Investments, LLC 0.91% No change 6,800 $1.3M
Ashford Capital Management Inc. 0.18% No change 6,800 $1.3M
McNaughton Wealth Management, LLC 0.69% Add +4.6% 6,779 $1.3M
MBA Advisors LLC 0.67% Add +1.3% 6,766 $1.3M
Pingora Partners LLC 0.93% No change 6,765 $1.3M
Pathway Financial Advisers, LLC 0.47% Add +1.9% 6,764 $1.3M
Financial Council, LLC 0.73% Add +3.2% 6,739 $1.3M
David J Yvars Group 0.81% Add +0.3% 6,729 $1.3M
McGlone Suttner Wealth Management, Inc. 0.27% Reduce -13.1% 8,559 $1.3M
Aspen Wealth Strategies, LLC 0.90% Reduce -7.8% 6,898 $1.3M
Integrity Wealth Solutions LLC 0.84% Reduce -36.6% 6,696 $1.3M
Hara Capital LLC 0.83% Reduce -15.5% 6,690 $1.3M
Narus Financial Partners, LLC 0.52% Add +2.7% 6,681 $1.3M
Whitaker-Myers Wealth Managers, LTD. 0.48% Add +4.4% 6,664 $1.3M
RBA Wealth Management, LLC 0.52% Reduce -1.0% 6,658 $1.3M
Bryant Woods Investment Advisors, LLC 0.94% Reduce -3.1% 10,113 $1.3M
WFA of San Diego, LLC 1.15% — 6,640 $1.3M
TNF LLC 0.47% Reduce -2.1% 7,094 $1.3M
Cravens & Co Advisors, LLC 0.95% Reduce -14.5% 6,628 $1.3M
LPWM LLC 0.44% Add +2.8% 6,419 $1.3M
Spinnaker Investment Group, LLC 0.35% Add +34.3% 6,608 $1.3M
Dogwood Wealth Management LLC 0.79% Add +10.5% 6,608 $1.3M
One Wealth Map LLC 0.79% Add +0.2% 6,991 $1.3M
Sutton Place Investors LLC 0.85% Reduce -54.1% 6,580 $1.3M
Palouse Capital Management, Inc. 0.85% Reduce -2.9% 6,577 $1.3M
Libra Wealth LLC 0.55% Add +17.9% 6,573 $1.3M
Cypress Financial Planning LLC 0.53% Reduce -10.0% 6,571 $1.3M
Capital Management Associates, Inc 0.77% Reduce -1.1% 6,561 $1.3M
Inlet Private Wealth, LLC 0.35% Add +3.0% 6,554 $1.3M
Paradigm Asset Management Co. LLC 0.35% Reduce -58.1% 6,550 $1.3M
Whelan Financial 0.57% Add +4.3% 6,547 $1.3M
Cranbrook Wealth Management, LLC 0.31% Reduce -8.4% 6,546 $1.3M
Columbia Advisory Partners LLC 1.23% Reduce -0.2% 6,543 $1.3M
Investment Partners, LTD. 0.57% Add +12.4% 6,528 $1.3M
Nottingham Advisors, Inc. 0.15% Add +64.7% 6,522 $1.3M
Cambridge Financial Group, LLC 0.57% Add +1.6% 6,497 $1.3M
Saiph Capital, LLC 0.56% Add +0.2% 151,482 $1.3M
Atwater Malick LLC 0.43% No change 6,489 $1.3M
Sage Capital Management, LLC 0.66% No change 6,479 $1.3M
Up Strategic Wealth Investment Advisors LLC 1.89% Add +4.3% 6,471 $1.3M
Councilor Wealth, LLC 0.64% Add +3.7% 6,462 $1.2M
Pinnacle Wealth Management Group, Inc. 0.84% Add +3.2% 6,461 $1.2M
Emerald Mutual Fund Advisers Trust 0.07% Reduce -2.7% 6,437 $1.2M
Phillips Financial Management, LLC 0.10% Add +1.0% 6,432 $1.2M
Machina Capital S.A.S. 0.56% New 6,417 $1.2M
Register Financial Advisors LLC 0.63% Add +4.1% 6,410 $1.2M
Napatree Capital LLC 1.00% Reduce -16.3% 6,403 $1.2M
Curran Financial Partners, LLC 0.41% Add +0.8% 6,401 $1.2M
London Co. of Virginia 0.01% No change 6,400 $1.2M
PCG Wealth Advisors, LLC 0.54% Add +0.1% 6,391 $1.2M
PFW Advisors LLC 0.39% Reduce -5.8% 6,377 $1.2M
Legend Financial Advisors, Inc. 0.87% Add +0.4% 6,366 $1.2M
Rodgers Brothers Inc. 0.17% Reduce -2.7% 6,356 $1.2M
KilterHowling LLC 0.84% Add +1.1% 6,351 $1.2M
Future Financial Wealth Managment LLC 1.08% Reduce -16.6% 6,340 $1.2M
Eclectic Associates Inc. 0.54% Reduce -0.3% 6,334 $1.2M
Fox Run Management, L.L.C. 0.23% Add +63.2% 6,334 $1.2M
Wilson & Boucher Capital Management, LLC 0.94% No change 6,315 $1.2M
Mountain Capital Investment Advisors Inc. 0.30% Add +6.0% 6,304 $1.2M
Bright Financial Advisors, Inc. 0.86% Reduce -0.0% 6,280 $1.2M
Brio Consultants, LLC 0.20% Add +7.7% 6,270 $1.2M
Mascoma Wealth Management LLC 0.32% Add +0.5% 6,262 $1.2M
Addison Advisors LLC 0.39% Add +7.8% 6,252 $1.2M
All Season Financial Advisors, Inc. 1.09% Add +1.5% 6,240 $1.2M
American State Bank (Iowa) 0.77% Reduce -2.1% 6,239 $1.2M
Red Lighthouse Investment Management, LLC 0.50% Add +0.1% 6,230 $1.2M
Truvestments Capital LLC 0.48% Reduce -3.0% 6,225 $1.2M
Unique Wealth, LLC 0.31% Add +4.3% 6,234 $1.2M
Fortitude Family Office, LLC 0.68% Add +41.8% 6,205 $1.2M
Wesleyan Assurance Society 0.10% New 6,200 $1.2M
G&S Capital LLC 0.52% Reduce -3.2% 6,214 $1.2M
CCG Wealth Management, LLC 0.68% Reduce -4.6% 6,195 $1.2M
Biltmore Wealth Management, LLC 0.52% Reduce -8.3% 6,193 $1.2M
Riversedge Advisors, LLC 0.29% Add +4.4% 6,170 $1.2M
Berry Wealth Group, LP 0.95% Add +1.4% 6,163 $1.2M
Smith Shellnut Wilson LLC 0.58% Add +0.1% 6,160 $1.2M
Elevation Wealth Partners, LLC 0.56% Add +8.0% 6,141 $1.2M
Provenance Wealth Advisors, LLC 0.17% Reduce -0.7% 6,133 $1.2M
Partners in Financial Planning 0.26% Add +0.9% 6,132 $1.2M
Ferguson Shapiro LLC 0.46% Reduce -1.9% 6,122 $1.2M
LifePlan Financial, LLC 1.09% Reduce -10.4% 6,119 $1.2M
Pacific Capital Wealth Advisors, Inc. 0.22% Add +24.0% 6,117 $1.2M
Yoder Wealth Management, Inc. 0.77% Reduce -2.0% 6,116 $1.2M
TKG Advisors, LLC 0.64% Reduce -9.6% 6,114 $1.2M
Rovin Capital /Ut/ 0.49% Add +12.6% 6,100 $1.2M
Adapt Wealth Advisors, LLC 0.74% Add +25.3% 6,089 $1.2M
Retirement Solution LLC 0.32% Reduce -13.6% 6,082 $1.2M
Heck Capital Advisors, LLC 0.15% Reduce -1.1% 6,061 $1.2M
Seascape Capital Management 0.44% Reduce -8.9% 6,062 $1.2M
Northwest Bancshares, Inc. 0.20% Reduce -16.7% 6,054 $1.2M
C M Bidwell & Associates Ltd. 0.78% Add +0.2% 6,033 $1.2M
Breakwater Investment Management 0.52% Add +0.0% 6,014 $1.2M
Sicart Associates LLC 0.45% Reduce -33.3% 6,007 $1.2M
RFG Holdings, Inc. 0.44% Add +32.0% 5,984 $1.2M
Compass Wealth Management LLC 0.29% Add +5.4% 5,983 $1.2M
Mendel Capital Management LLC 0.75% Add +102.1% 5,977 $1.2M
Murphy, Middleton, Hinkle & Parker, Inc. 0.67% Reduce -0.1% 5,974 $1.2M
Donor Advised Charitable Giving, Inc. 0.03% No change 5,960 $1.2M
Trueblood Wealth Management, LLC 0.65% Add +0.9% 5,948 $1.1M
Kellett Wealth Advisors, LLC 0.93% Add +3.0% 5,934 $1.1M
Veery Capital, LLC 0.46% Add +1.8% 5,933 $1.1M
Grey Fox Wealth Advisors, LLC 0.40% Reduce -0.1% 5,929 $1.1M
Kennon-Green & Company, LLC 1.05% Add +0.6% 5,928 $1.1M
Echo45 Advisors LLC 0.80% Reduce -10.5% 5,922 $1.1M
VestGen Investment Management 0.34% Add +11.4% 5,922 $1.1M
Meridian Financial Advisors, LLC 0.83% Add +19.5% 5,921 $1.1M
American Capital Advisory, LLC 0.82% Add +7.8% 7,517 $1.1M
Auxier Asset Management LLC 0.18% Add +3.5% 5,890 $1.1M
Exchange Bank 0.96% Reduce -2.1% 5,866 $1.1M
New Jersey Better Educational Savings Trust 2.27% Reduce -53.8% 5,858 $1.1M
Chatham Capital Group, Inc. 0.20% Add +2.6% 5,846 $1.1M
Heritage Oak Wealth Advisors LLC 0.59% — 5,845 $1.1M
Precedent Wealth Partners, LLC 0.45% Add +3.3% 5,838 $1.1M
Victory Financial Group, LLC 0.53% Add +41.7% 5,832 $1.1M
Towercrest Capital Management 0.19% Reduce -1.0% 5,832 $1.1M
Vista Investment Partners LLC 0.38% Add +13.4% 5,822 $1.1M
USA Financial Formulas 0.18% Reduce -45.4% 5,822 $1.1M
Waller Financial Planning Group, Inc. 0.30% Reduce -5.4% 5,794 $1.1M
Acorn Wealth Advisors, LLC 0.55% Add +26.4% 5,786 $1.1M
Stone House Investment Management, LLC 0.29% Add +1.1% 5,772 $1.1M
Hutchinson Capital Management 0.23% Add +0.8% 5,770 $1.1M
Vertex Planning Partners, LLC 0.29% Add +2.6% 5,750 $1.1M
Rinkey Investments 0.40% Reduce -5.3% 5,749 $1.1M
Trademark Financial Management, LLC 0.90% Add +20.4% 5,739 $1.1M
Agate Pass Investment Management, LLC 0.59% Add +8.2% 5,737 $1.1M
TCWP LLC 2.72% Add +2.4% 5,733 $1.1M
Mittelman Wealth Management 0.72% No change 5,733 $1.1M
Hill Island Financial LLC 0.36% Reduce -8.3% 5,728 $1.1M
Tillman Hartley LLC 0.38% No change 5,720 $1.1M
Drake & Associates, LLC 0.39% Reduce -33.0% 5,704 $1.1M
Financial Network Wealth Advisors LLC 0.82% Add +7.6% 5,700 $1.1M
First Financial Corp. 0.56% Reduce -12.9% 5,687 $1.1M
Beddow Capital Management Inc. 0.50% No change 5,685 $1.1M
International Private Wealth Advisors LLC 1.85% Add +21.8% 5,680 $1.1M
Shared Vision Wealth Group LLC 0.64% Add +40.9% 5,666 $1.1M
Northern Financial Advisors Inc 0.88% Add +126.8% 5,664 $1.1M
BlueChip Wealth Advisors LLC 0.64% Add +58.5% 5,660 $1.1M
Smart Money Group LLC 0.39% Add +1.5% 5,839 $1.1M
Summit Wealth Group, LLC 0.33% Add +2.4% 5,648 $1.1M
Lauterbach Financial Advisors, LLC 0.72% Reduce -3.2% 6,489 $1.1M
Ruggaard & Associates LLC 0.50% Add +8.5% 5,636 $1.1M
Pachira Investments Inc. 0.97% Reduce -13.4% 5,634 $1.1M
Strata Wealth Advisors, LLC 0.37% Add +14.9% 5,630 $1.1M
Biechele Royce Advisors 0.37% Reduce -13.1% 5,626 $1.1M
Aberdeen Wealth Management LLC 0.73% Add +9.4% 5,615 $1.1M
Blue Bell Private Wealth Management, LLC 0.22% Reduce -7.0% 5,610 $1.1M
Abacus Wealth Partners, LLC 0.18% Reduce -9.7% 5,610 $1.1M
Montchanin Asset Management, LLC 1.04% No change 5,610 $1.1M
Maripau Wealth Management LLC 0.74% Add +11.1% 5,587 $1.1M
Truepoint, Inc. 0.03% Reduce -15.8% 5,584 $1.1M
Davidson Trust Co. 0.74% Add +5.6% 5,584 $1.1M
Plan Group Financial, LLC 0.66% Reduce -1.3% 5,570 $1.1M
Redwood Wealth Management Group, LLC 0.81% Add +4.5% 5,546 $1.1M
Taylor Financial Group, Inc. 0.82% No change 5,545 $1.1M
Avion Wealth 0.30% Add +22.2% 5,544 $1.1M
Aspire Wealth Management Corp 0.61% Reduce -0.5% 5,542 $1.1M
Dividend Assets Capital, LLC 0.22% Reduce -3.5% 5,541 $1.1M
OneAscent Wealth Management LLC 0.56% Reduce -28.4% 5,534 $1.1M
My Personal CFO, LLC 0.57% Reduce -45.0% 5,529 $1.1M
Regimen Wealth, LLC 0.37% Add +0.9% 5,528 $1.1M
Etfidea, LLC 0.36% No change 5,526 $1.1M
Beaird Harris Wealth Management, LLC 0.10% Add +51.5% 5,509 $1.1M
Conservest Capital Advisors, Inc. 0.11% Reduce -10.6% 5,901 $1.1M
Van Strum & Towne Inc. 0.39% Add +31.3% 5,508 $1.1M
Bayshore Asset Management, LLC 0.54% Add +0.9% 5,507 $1.1M
Arbor Trust Wealth Advisors, LLC 0.56% Reduce -4.5% 5,492 $1.1M
Montis Financial, LLC 0.49% No change 5,489 $1.1M
Corrigan Financial, Inc. 0.27% No change 5,876 $1.1M
Samalin Investment Counsel, LLC 0.50% Reduce -5.9% 5,484 $1.1M
Kelly Financial Services LLC 0.38% Reduce -1.5% 5,470 $1.1M
Strategic Family Wealth Counselors, L.L.C. 0.40% Add +1.5% 5,450 $1.1M
Horst & Graben Wealth Management LLC 0.20% Add +3.0% 5,448 $1.1M
Warner Financial, Inc. 0.51% Reduce -1.1% 5,445 $1.1M
Droms Strauss Advisors Inc. /Mo/ 0.38% Reduce -5.7% 5,424 $1.0M
Tanaka Capital Management Inc. 2.48% Reduce -0.6% 5,419 $1.0M
Westhampton Capital, LLC 0.57% No change 5,415 $1.0M
Midwest Financial Group LLC 0.66% Add +3.1% 5,405 $1.0M
Krane Funds Advisors LLC 0.04% Add +10.6% 5,406 $1.0M
KFG Wealth Management, LLC 0.41% Reduce -0.2% 5,401 $1.0M
Spectrum Wealth Advisory Group, LLC 1.12% Add +1.0% 5,397 $1.0M
Skyline Advisors, Inc. 0.45% Add +4.6% 5,395 $1.0M
Guidance Capital, Inc. 0.34% Add +0.6% 5,570 $1.0M
Portfolio Strategies, Inc. 0.14% Reduce -35.3% 5,389 $1.0M
Grant Street Asset Management, Inc. 0.33% Add +6.0% 5,380 $1.0M
Powers Advisory Group, LLC 0.57% Add +4.2% 5,367 $1.0M
Chicago Wealth Management, Inc. 0.60% No change 5,366 $1.0M
Charter Oak Capital Management, LLC 0.11% Reduce -12.6% 5,358 $1.0M
Valtinson Bruner Financial Planning LLC 0.41% Add +23.4% 5,342 $1.0M
First Western Trust Bank 0.05% Reduce -1.9% 5,331 $1.0M
Seldon Capital LP 0.57% No change 5,320 $1.0M
Stevens Capital Partners 0.53% Add +1.6% 5,312 $1.0M
RMR Capital Management, LLC 0.93% Reduce -1.4% 5,289 $1.0M
Selective Wealth Management, Inc. 0.45% Reduce -2.4% 5,126 $1.0M
Pettinga Financial Advisors LLC 0.26% Add +5.8% 5,287 $1.0M
AIMZ Investment Advisors, LLC 0.37% No change 5,280 $1.0M
Pacific Center for Financial Services 0.29% No change 5,263 $1.0M
Cedar Brook Financial Partners, LLC 7.64% Reduce -83.5% 5,256 $1.0M
Peak Financial Management, Inc. 0.32% Add +2.6% 5,254 $1.0M
jvl associates llc 0.41% Add +64.0% 5,253 $1.0M
Covestor Ltd 0.66% Reduce -8.0% 5,244 $1.0M
Braun-Bostich & Associates Inc. 0.75% Reduce -24.7% 5,232 $1.0M
Dunhill Financial, LLC 0.62% Add +1.3% 5,207 $1.0M
WPWealth LLP 0.24% Reduce -1.5% 5,203 $1.0M
Sonoma Private Wealth LLC 1.63% Add +0.7% 5,194 $1.0M
SMART Wealth LLC 0.41% Add +20.8% 5,185 $1.0M
Clear Point Advisors Inc. 0.82% Add +3.2% 5,176 $1.0M
Leisure Capital Management 0.47% No change 5,173 $1000K
Encompass More Asset Management 0.71% Reduce -14.2% 5,172 $999K
Wade Financial Advisory, Inc 0.36% No change 5,168 $999K
Sage Private Wealth Group, LLC 0.84% Reduce -2.4% 5,166 $998K
First National Bank & Trust Co. of Newtown 0.20% No change 5,161 $997K
Twelve Points Wealth Management LLC 0.35% Add +6.0% 5,154 $996K
Pin Oak Investment Advisors Inc. 0.95% Add +4.6% 5,153 $996K
Citadel Investment Advisory, Inc. 0.57% No change 5,152 $996K
Alkeme Wealth, LLC 0.47% Reduce -58.0% 5,152 $996K
Thompson Davis & Co., Inc. 0.86% Add +12.3% 5,150 $995K
Colorado Capital Management, Inc. 0.55% Reduce -17.2% 5,150 $995K
Leslie Global Wealth, LLC 0.58% — 5,128 $991K
Emergent Wealth Advisors, LLC 0.80% Add +5.2% 4,965 $991K
Family Asset Management, LLC 0.63% Reduce -1.9% 5,100 $986K
One Plus One Wealth Management, LLC 0.56% Add +1.3% 5,075 $981K
Opes Wealth Management LLC 0.20% Add +0.4% 5,072 $980K
Alhambra Investment Management LLC 0.54% Add +1.2% 5,054 $977K
Chartist Inc. 0.51% Reduce -0.7% 5,045 $975K
Lummis Asset Management, LP 1.29% No change 5,041 $974K
Centennial Wealth Advisory LLC 0.42% Add +8.0% 5,033 $973K
Planning Directions Inc. 0.66% Reduce -13.0% 5,030 $972K
Refined Wealth Management 0.75% Reduce -1.1% 5,021 $970K
GHP Investment Advisors, Inc. 0.05% Add +8.7% 5,014 $969K
Smith Thornton Advisors LLC 0.71% — 5,010 $968K
Sentinel Trust Co. Lba 0.12% Reduce -25.2% 5,004 $967K
Gruss & Co., LLC 5.24% Add +25.0% 5,000 $966K
Arrowroot Family Office, LLC 0.62% Reduce -1.8% 5,000 $966K
USAdvisors Wealth Management, LLC 0.34% Add +22.8% 4,996 $965K
Prentiss Smith & Co. Inc. 0.67% No change 4,986 $964K
Intelligence Driven Advisers, LLC 0.14% Add +11.0% 4,978 $962K
Blossom Wealth Management 2.09% Reduce -0.6% 4,972 $961K
Semanteon Capital Management, LP 0.68% Reduce -28.3% 4,969 $960K
LVM Capital Management Ltd. 0.11% Reduce -3.9% 4,963 $959K
Thompson Siegel & Walmsley LLC 0.02% Reduce -1.2% 4,950 $957K
HT Partners LLC 0.34% Reduce -1.3% 4,948 $956K
Sugarloaf Wealth Management, LLC 0.17% Add +37.9% 4,933 $953K
Impact Partnership Wealth, LLC 0.25% Add +214.9% 4,929 $953K
Stelac Advisory Services LLC 0.40% Add +3.5% 4,924 $952K
Marion Wealth Management 0.28% Add +9.4% 4,911 $949K
Heritage Financial Services, LLC 0.14% Reduce -6.2% 4,906 $948K
Pps&v Asset Management Consultants, Inc. 0.68% No change 4,900 $947K
Magnolia Capital Advisors LLC 0.53% New 4,900 $947K
Arkos Global Advisors 0.15% Add +20.9% 4,896 $946K
Highland Financial Advisors, LLC 0.35% Add +4.0% 4,891 $945K
Parker Financial LLC 0.51% Reduce -4.2% 4,883 $944K
Deseret Mutual Benefit Administrators 0.44% Reduce -2.9% 4,881 $943K
Fielder Capital Group LLC 0.36% Add +4.5% 4,880 $943K
American Financial & Tax Strategies Inc. 0.50% Add +2.1% 4,879 $943K
Epic Trust Investment Advisors, LLC 1.04% Add +25.4% 4,871 $941K
25 LLC 0.45% Add +0.1% 4,871 $941K
Penn Davis McFarland Inc. 0.15% Add +3.1% 4,870 $941K
Councilmark Asset Management, LLC 0.67% No change 4,870 $941K
Schorn Wealth LLC 0.34% Reduce -12.2% 4,859 $939K
Greenspring Advisors, LLC 0.23% Add +25.4% 4,859 $939K
Caerus Investment Advisors, LLC 0.92% No change 4,856 $938K
Wallace Capital Management Inc. 0.14% Add +18.3% 4,850 $937K
IVC Wealth Advisors LLC 0.52% Add +2.7% 4,848 $937K
Foguth Wealth Management, LLC. 0.41% Reduce -51.5% 4,836 $935K
Bank Ozk 0.40% Add +7.3% 4,824 $932K
Evernest Financial Advisors, LLC 0.42% Add +19.0% 4,820 $931K
ForthRight Wealth Management, LLC 0.33% No change 4,810 $930K
New Vernon Investment Management LLC 1.21% No change 4,809 $929K
Burkett Financial Services, LLC 0.48% Reduce -0.3% 4,793 $926K
Obsidian Personal Planning Solutions LLC 0.56% No change 4,764 $921K
Vaughan David Investments LLC 0.02% Reduce -29.7% 4,759 $920K
Cambridge Advisors Inc. 0.21% Add +2.9% 4,760 $920K
Horizon Investment Services, LLC 0.43% Add +3.0% 4,754 $919K
Winslow Asset Management Inc. 0.18% No change 4,745 $917K
Pathway Financial Advisors LLC 0.25% Reduce -1.0% 4,735 $915K
Kiely Wealth Advisory Group, Inc. 0.50% Add +1.5% 5,500 $910K
VitalStone Financial, LLC 0.66% Add +66.1% 4,703 $909K
Northstar Asset Management Inc. 0.23% Reduce -0.6% 4,699 $908K
Mizuho Markets Cayman LP 4.20% Reduce -40.4% 4,696 $908K
Instrumental Wealth, LLC 0.94% Add +1.3% 5,042 $907K
Clarus Wealth Advisors 0.48% Reduce -2.2% 4,536 $906K
Commonwealth Retirement Investments LLC 0.41% Add +11.9% 4,685 $905K
Silverleafe Capital Partners, LLC 0.32% Add +2.5% 4,685 $905K
Cabot Wealth Management Inc. 0.12% Reduce -1.7% 4,677 $904K
Navis Wealth Advisors, LLC 1.04% Add +12.1% 4,672 $903K
RVW Wealth, LLC 0.09% Add +1.3% 4,664 $901K
Kearns & Associates LLC 0.67% No change 4,660 $901K
Legacy Financial Group, Inc. 0.34% Reduce -1.1% 4,636 $896K
Sageworth Trust Co 0.06% Add +109.7% 4,622 $893K
Talisman Wealth Advisors LLC 1.03% Add +6.1% 4,616 $892K
Carmel Capital Partners, LLC 0.38% Reduce -2.2% 4,616 $892K
Hamilton Capital, LLC 0.07% Reduce -34.5% 4,605 $890K
ICA Group Wealth Management, LLC 0.53% Reduce -79.8% 4,603 $890K
Tenon Financial LLC 0.69% Add +2.8% 4,598 $889K
Red Tortoise LLC 0.48% Add +8.2% 4,598 $889K
Eagle Ridge Investment Management 0.08% Add +3.7% 4,598 $889K
Waddell & Associates, LLC 0.12% Add +16.3% 4,587 $886K
Smart Portfolios, LLC 0.89% Add +10.8% 4,575 $884K
Gould Asset Management LLC 0.20% Add +14.9% 4,557 $881K
Wealthgarden F.S. LLC 0.93% — 4,548 $879K
Horizon Family Wealth, Inc. 0.67% No change 4,544 $878K
Earnest Partners LLC 0.00% No change 4,523 $874K
Cassia Capital Partners, LLC 0.57% Reduce -8.1% 4,504 $870K
Humankind Investments LLC 0.23% Reduce -58.6% 4,504 $870K
Valued Retirements, Inc. 1.32% Add +0.6% 4,500 $870K
Augustine Asset Management Inc. 0.34% Reduce -0.4% 4,498 $869K
Meredith Wealth Planning 0.46% Reduce -9.0% 4,496 $869K
Element Wealth, LLC 0.49% Reduce -7.1% 4,494 $868K
Tower Wealth Partners, Inc. 0.53% Add +20.9% 4,474 $865K
Colton Groome Financial Advisors, LLC 0.34% Reduce -2.2% 4,471 $864K
Triumph Capital Management 0.34% Add +99.0% 4,445 $859K
Financial Guidance Group, Inc. 0.53% No change 4,440 $858K
Olde Wealth Management, LLC 0.33% New 4,440 $858K
Regency Capital Management Inc.\DE 0.55% No change 4,418 $854K
Rosenberg Matthew Hamilton 0.25% Reduce -4.1% 4,318 $852K
Eaton-Cambridge Inc. 0.44% Add +0.7% 4,406 $851K
Orion Investment Co 0.34% — 4,405 $851K
Luken Investment Analytics, LLC 0.43% No change 4,400 $850K
Security National Bank of So Dak 0.51% Reduce -0.3% 4,394 $849K
Orin Green Financial, LLC 0.39% No change 4,385 $847K
Vantage Financial Partners, LLC 0.22% Reduce -27.0% 4,383 $847K
Novak & Powell Financial Services, Inc. 0.53% Reduce -9.3% 4,374 $845K
Barnes Pettey Financial Advisors, LLC 0.73% No change 4,368 $844K
FSB Premier Wealth Management, Inc. 0.38% Add +70.4% 4,364 $843K
Hyperion Partners, LLC 0.60% Add +9.5% 4,363 $843K
Gentry Private Wealth, LLC 0.74% — 4,357 $842K
Townsend & Associates, Inc 0.09% Reduce -2.5% 4,610 $841K
Elser Financial Planning, Inc 0.14% — 4,348 $840K
Alesco Advisors, LLC, An ESL Co 0.03% Add +10.0% 4,346 $840K
Wilkins Investment Counsel Inc. 0.13% No change 4,345 $840K
Ballew Advisors, Inc 0.55% Add +2.2% 4,341 $837K
Market Street Wealth Management Advisors LLC 0.14% Add +0.4% 4,324 $836K
First International Bank & Trust 0.29% Add +18.3% 4,316 $834K
Veridan Wealth LLC 0.33% — 3,800 $834K
HTG Investment Advisors, Inc. 0.45% Add +3.8% 4,310 $833K
Shulman DeMeo Asset Management LLC 0.22% Add +1.4% 4,307 $832K
Wick Capital Partners, LLC 0.29% Add +26.9% 4,306 $832K
Joule Financial, LLC 0.34% Add +9.4% 4,304 $832K
Acima Private Wealth, LLC 0.31% No change 4,303 $832K
Summit Wealth Partners, LLC 0.17% No change 4,301 $831K
Single Point Partners, LLC 1.42% Reduce -14.2% 4,298 $831K
nVerses Capital, LLC 0.50% Add +330.0% 4,300 $831K
Continental Investors Services, Inc. 1.84% Add +6.4% 4,274 $826K
Palisade Asset Management, LLC 0.09% Reduce -0.7% 4,272 $826K
Element Pointe Advisors, LLC 0.21% Reduce -5.7% 4,270 $825K
Elwood & Goetz Wealth Advisory Group, LLC 0.23% Add +1.4% 4,267 $825K
Boyce & Associates Wealth Consulting, Inc. 0.97% Reduce -8.6% 4,258 $823K
Tolleson Wealth Management, Inc. 0.16% New 4,254 $822K
CarsonAllaria Wealth Management, Ltd. 0.50% Add +18.6% 4,231 $818K
Paulson Wealth Management Inc. 0.24% Add +4.5% 4,229 $817K
Mendota Financial Group, LLC 0.44% No change 4,226 $817K
Moody Aldrich Partners LLC 0.16% Add +0.1% 4,219 $815K
High Falls Advisors, Inc 0.20% Add +0.0% 4,219 $815K
Presilium Private Wealth, LLC 0.21% Reduce -0.6% 4,216 $815K
Alliance Wealth Management Group 0.23% Add +0.1% 4,186 $809K
Southern Capital Advisors, LLC 0.50% Reduce -5.3% 4,183 $808K
Allegiance Financial Group Advisory Services LLC 0.31% Add +18.0% 4,175 $807K
Atlas Wealth Partners, LLC 3.41% New 4,170 $806K
Mayfair Advisory Group, LLC 0.54% Reduce -0.5% 4,136 $804K
Cyr Financial Inc. 0.80% — 4,159 $804K
ODonnell Financial Services, LLC 0.36% Reduce -1.2% 4,151 $802K
Heritage Wealth Management, Inc. 0.77% Reduce -0.7% 4,144 $801K
West Bancorporation Inc. 0.59% Add +13.8% 4,144 $801K
Hamilton Point Investment Advisors, LLC 0.16% Add +5.6% 4,141 $800K
Voisard Asset Management Group, Inc. 0.39% Add +14.1% 4,122 $797K
Cassady Schiller Wealth Management, LLC 0.32% Reduce -1.7% 4,112 $795K
BCGM Wealth Management, LLC 0.28% Add +5.1% 4,110 $794K
Versor Investments LP 0.15% New 4,100 $792K
Shilanski & Associates, Inc. 0.27% Reduce -6.1% 4,099 $792K
Arlington Capital Management, Inc. 0.69% Add +0.5% 4,091 $791K
Sebold Capital Management, Inc. 0.54% Reduce -10.1% 4,076 $788K
Vista Finance, LLC 1.20% No change 4,064 $785K
Rosenbaum Jay D. 4.51% Add +1.5% 4,052 $783K
Scott Capital Advisors, LLC 0.23% No change 3,917 $781K
HBC Financial Services, PLLC 0.50% Add +14.7% 4,279 $780K
Flaharty Asset Management, LLC 0.12% Add +2.1% 4,032 $779K
TMD Wealth Management, LLC 0.17% Add +17.0% 4,026 $778K
Outlook Wealth Advisors, LLC 0.24% Reduce -1.7% 4,026 $778K
TPG Financial Advisors, LLC 0.37% — 4,020 $777K
Beacon Bridge Wealth Partners, LLC 0.36% Add +2.6% 4,015 $776K
Baker Boyer National Bank 0.27% Reduce -4.4% 4,011 $775K
Hamel Associates, Inc. 0.24% Reduce -6.9% 4,005 $774K
Schneider Downs Wealth Management Advisors, LP 0.17% Reduce -6.8% 4,001 $773K
Longitude (Cayman) Ltd. 1.22% Add +33.3% 4,000 $773K
First Pacific Financial 0.20% Add +68.3% 3,988 $771K
Syverson Strege & Co 0.26% Add +68.5% 3,982 $769K
Peconic Partners LLC 0.03% No change 3,980 $769K
Massachusetts Wealth Management 0.52% Add +4.0% 3,977 $769K
Lokken Investment Group LLC 0.36% Add +12.9% 3,968 $767K
Dagco, Inc. 0.34% Add +1.4% 3,964 $766K
Tortoise Investment Management, LLC 0.09% Reduce -6.8% 3,959 $765K
Compass Advisory Group LLC 0.34% No change 3,957 $765K
Lavaca Capital LLC 0.42% No change 3,950 $763K
Boit C F David 0.40% No change 3,940 $761K
Motiv8 Investments LLC 0.56% Reduce -3.4% 3,932 $760K
Cypress Point Wealth Management, LLC 0.36% Reduce -0.1% 3,921 $758K
Guardian Capital Advisors LP 0.08% Reduce -21.2% 3,782 $756K
iSAM Funds (UK) Ltd 0.57% New 3,904 $754K
Fairman Group, LLC 0.77% Add +80.7% 3,902 $754K
PrairieView Partners, LLC 0.08% Add +0.1% 3,898 $753K
Capital CS Group, LLC 0.87% Reduce -3.4% 3,890 $752K
Phoenix Wealth Advisors 0.38% Add +10.9% 3,890 $752K
Optivise Advisory Services LLC 0.41% — 3,889 $752K
Syntax Research, Inc. 0.59% No change 3,880 $750K
Goepper Burkhardt LLC 0.34% Add +0.8% 3,872 $748K
LifePlan Investment Advisors, Inc. 0.54% Add +3.5% 3,870 $748K
Fulcrum Equity Management 0.67% Add +29.6% 3,868 $747K
Parker Investment Management, LLC 0.12% Reduce -9.2% 3,861 $746K
Sara-Bay Financial 0.30% Add +109.2% 3,855 $745K
Milestone Asset Management, LLC 0.19% Add +14.0% 3,846 $743K
FMB Wealth Management 0.56% Add +7.3% 3,832 $741K
Muirfield Wealth Advisors LLC 0.69% Add +8.4% 3,829 $740K
OLIO Financial Planning 0.31% No change 4,820 $739K
Litman Gregory Wealth Management LLC 0.07% Reduce -0.7% 3,810 $736K
Alpha Square Group S LLC 1.36% Add +8.6% 3,800 $734K
Shayne & Jacobs, LLC 0.20% No change 3,800 $734K
Capital Counsel LLC 0.03% No change 3,800 $734K
Wheelhouse Advisory Group LLC 0.52% Reduce -12.4% 3,671 $734K
Hurlow Wealth Management Group, Inc. 0.25% Reduce -0.1% 3,797 $734K
Mosley Wealth Management 0.62% Reduce -8.1% 3,795 $733K
KRS Capital Management, LLC 0.55% No change 3,785 $731K
Tevis Investment Management 0.59% Add +5.7% 3,784 $731K
Horizon Bancorp Inc. 0.35% Reduce -0.3% 3,782 $731K
Christensen, King & Associates Investment Services, Inc. 0.36% Reduce -0.4% 3,782 $731K
CoreFirst Bank & Trust 0.49% No change 3,780 $730K
FSC Wealth Advisors, LLC 0.54% No change 3,774 $729K
Tandem Wealth Advisors LLC 0.39% Reduce -0.6% 3,769 $728K
Slagle Financial, LLC 0.37% Reduce -3.7% 3,765 $728K
Lockerman Financial Group, Inc. 1.32% Reduce -0.3% 3,758 $726K
Kooman & Associates 0.29% Add +0.1% 3,754 $725K
JFG Wealth Management, LLC 0.21% Reduce -18.3% 3,752 $725K
Seneca Financial Advisors LLC 0.38% Add +1.5% 3,750 $725K
Hyperion Capital Advisors LP 0.34% No change 3,740 $723K
DDFG, Inc 0.22% Add +6.8% 3,737 $722K
Meritas Wealth Management, LLC 0.51% No change 3,720 $719K
LifePro Asset Management 0.52% Reduce -5.9% 3,719 $719K
Dodds Wealth, LLC 0.28% Add +11.1% 3,599 $717K
Marathon Mission, Inc. 0.54% Reduce -0.3% 3,709 $717K
Crane Advisory, LLC 0.14% Add +5.1% 3,579 $716K
Smith & Howard Wealth Management, LLC 0.21% Add +0.5% 3,704 $716K
Woodley Farra Manion Portfolio Management Inc. 0.04% Add +7.2% 3,691 $713K
Martin Investment Management, LLC 0.18% Add +7.9% 3,677 $711K
First Wilshire Securities Management Inc. 0.22% Reduce -6.1% 3,673 $710K
Bond & Devick Financial Network, Inc. 0.38% Add +9.9% 3,671 $709K
Forthright Family Wealth Advisory LLC 0.46% Add +11.2% 3,661 $707K
Alamar Capital Management, LLC 0.43% — 3,660 $707K
DCM Advisors, LLC 0.37% Reduce -30.7% 3,646 $705K
Thompson Investment Management, Inc. 0.11% Reduce -5.5% 3,645 $704K
Yeomans Consulting Group, Inc. 0.27% Add +11.1% 3,639 $703K
LGT Financial Advisors LLC 1.48% Reduce -37.3% 3,634 $702K
Wealthcare Capital Management LLC 0.07% Add +1.8% 3,634 $702K
Ledgewood Wealth Advisors, LLC 0.60% No change 3,632 $702K
Weil Company, Inc. 0.25% Reduce -5.1% 3,610 $698K
Fingerlakes Wealth Management, Inc. 0.63% Reduce -0.7% 3,608 $697K
Weybosset Research & Management LLC 0.26% No change 3,606 $697K
Sensible Money, LLC 0.34% Add +3.2% 3,590 $694K
Okabena Investment Services Inc. 0.22% Reduce -34.1% 3,586 $693K
Hanseatic Management Services Inc. 1.04% Add +2.5% 3,585 $693K
Lifeworks Advisors, LLC 0.19% Reduce -20.3% 3,570 $690K
SC&H Financial Advisors, Inc. 0.17% Add +18.8% 3,568 $690K
Wealthspan Partners, LLC 0.38% Add +0.0% 3,567 $689K
Virtus Investment Advisers, LLC 0.63% Add +31.9% 3,560 $688K
Islay Capital Management, LLC 0.50% Reduce -2.2% 3,560 $688K
Shira Ridge Wealth Management 0.38% Add +1.4% 3,560 $688K
360 Financial, Inc. 0.26% No change 3,559 $688K
Cook Wealth, LLC 0.37% Reduce -2.4% 3,822 $687K
First Personal Financial Services 0.16% Reduce -1.1% 3,555 $687K
Aquire Wealth Advisors, LLC 0.23% Add +0.3% 3,553 $687K
Boyd Wealth Management, LLC 0.38% Reduce -2.9% 3,548 $686K
Trinity Financial Advisors LLC 0.31% Add +15.6% 3,536 $683K
Global Wealth Strategies & Associates 0.25% Add +1.2% 3,536 $683K
GG Group Ventures, LLC 0.95% — 4,009 $682K
Cornerstone Planning Group LLC 0.20% Add +28.5% 4,227 $681K
RiverGlades Family Offices LLC 0.53% Add +0.6% 3,518 $680K
Caldwell Sutter Capital, Inc. 0.34% Add +19.0% 3,518 $680K
Guardian Wealth Advisors, LLC 0.44% Add +1.1% 3,515 $679K
Trillium Asset Management, LLC 0.02% Reduce -16.1% 3,516 $679K
Altus Wealth Management, LLC 0.33% Add +2.5% 3,499 $676K
Precision Wealth Strategies, LLC 0.70% Add +0.5% 3,488 $674K
Silvia McColl Wealth Management, LLC 0.56% No change 3,485 $673K
Sterling Manor Financial, LLC 0.51% Reduce -2.7% 3,480 $673K
Great Point Wealth Advisors, LLC 0.15% No change 3,473 $671K
WealthCare Investment Partners, LLC 0.31% No change 3,472 $671K
Linden Thomas Advisory Services, LLC 0.10% Reduce -21.3% 3,472 $671K
Cahill Wealth Management, LLC 0.40% Add +1.9% 3,465 $670K
Stage Harbor Financial, LLC 0.65% Reduce -0.6% 3,462 $669K
S.A. Mason LLC 0.38% Add +7.5% 3,462 $669K
Hapanowicz & Associates Financial Services, Inc 0.38% No change 3,460 $669K
Greenhouse Wealth Management, LLC 0.49% Add +1.0% 3,455 $668K
Crescent Sterling, Ltd. 0.64% Add +6.8% 3,447 $666K
Napa Wealth Management 0.45% New 3,446 $666K
tru Independence LLC 0.20% Add +20.7% 3,441 $665K
Worth Asset Management, LLC 0.39% Reduce -5.4% 3,439 $665K
Compass Financial Group, INC 0.14% Add +12.5% 3,436 $664K
Family Firm, Inc. 0.15% Add +1.3% 3,425 $662K
Asset Allocation Strategies LLC 0.22% Reduce -1.4% 3,415 $660K
Williams & Novak, LLC 0.61% Add +28.8% 3,412 $659K
Lathrop Investment Management Co. 0.13% Add +1.8% 3,409 $659K
Smallwood Wealth Investment Management, LLC 0.51% No change 3,405 $658K
Bellwether Advisors, LLC 0.14% Add +21.1% 3,402 $657K
Cardinal Point Capital Management ULC 0.11% Add +25.9% 3,401 $657K
WorthPointe, LLC 0.30% Add +3.1% 3,399 $657K
Alaska Wealth Advisors, LLC 0.10% Add +6.6% 3,391 $655K
Gibson Capital, LLC 0.14% No change 3,390 $655K
Brogan Financial, Inc. 0.41% Add +0.4% 3,386 $654K
FinDec Wealth Services, Inc. 0.41% Reduce -30.9% 3,378 $653K
Financial Synergies Wealth Advisors, Inc. 0.09% Reduce -0.8% 3,369 $651K
Beck Bode, LLC 0.13% New 3,368 $651K
Grant/GrossMendelsohn, LLC 0.30% Add +7.9% 3,363 $650K
Keeley-Teton Advisors, LLC 0.08% No change 3,360 $649K
Stephens Investment Management Group LLC 0.01% Add +2.9% 3,357 $649K
Rain Capital Management, LLC 0.46% Add +0.1% 3,675 $648K
FF Advisors,LLC 0.46% No change 3,347 $647K
DecisionPoint Financial, LLC 0.22% Add +8.0% 3,459 $647K
Maiden Cove Capital, LLC 1.40% — 3,570 $646K
Select Asset Management & Trust 0.26% No change 3,341 $646K
Brown Wealth Management, LLC 0.26% Add +0.8% 3,336 $645K
Kennicott Capital Management LLC 0.27% No change 3,335 $644K
Core Wealth Management, Inc. 0.26% Add +166.4% 3,330 $644K
Waterway Wealth Management, LLC 0.31% Add +3.1% 3,320 $642K
Oakwell Private Wealth Management, LLC 0.18% No change 3,309 $639K
Bell Investment Advisors, Inc 0.13% Add +3.2% 3,308 $639K
C2C Wealth Management, LLC 0.62% No change 3,297 $637K
DHJJ Financial Advisors, Ltd. 0.27% Reduce -0.4% 3,295 $637K
Founders Capital Management 0.41% Reduce -5.2% 3,290 $636K
Lane & Associates LLC 0.37% Reduce -1.5% 3,290 $636K
Founders Capital Management, LLC 0.12% No change 3,282 $634K
1620 Investment Advisors, Inc. 0.50% Reduce -1.6% 3,273 $633K
Sard Wealth Management Group, LLC 0.44% Add +2.4% 3,273 $633K
New England Capital Financial Advisors LLC 0.35% Add +0.9% 3,271 $632K
Financial Alternatives, Inc 0.47% Add +4.6% 3,264 $631K
AJ Advisors, LLC 0.35% Reduce -30.3% 3,251 $628K
Edmonds Duncan Registered Investment Advisors, LLC 0.15% No change 3,242 $627K
Mason Investment Advisory Services, Inc. 0.04% Add +24.6% 3,241 $626K
apricus wealth, LLC 0.45% Add +0.6% 3,238 $626K
Members Trust Co 0.02% Reduce -12.8% 3,238 $626K
Clear Investment Research, LLC 0.81% Add +0.7% 3,227 $624K
Atlantic Edge Private Wealth Management, LLC 0.21% Reduce -0.8% 3,216 $621K
Cypress Capital Management LLC (WY) 0.67% Reduce -52.0% 3,206 $620K
Claris Advisors, LLC / Mo / 0.32% Add +1.2% 3,199 $618K
Horizon Financial Services, LLC 0.39% Reduce -16.7% 3,193 $617K
Visionary Horizons, LLC 0.45% Reduce -11.4% 3,189 $616K
Chiron Capital Management, LLC 0.59% Add +1.3% 3,184 $615K
Core Alternative Capital 0.12% Reduce -1.2% 3,182 $615K
Financial Symmetry Inc 0.48% Reduce -2.3% 3,179 $614K
Keeler & Nadler Financial Planning & Wealth Management 0.34% Reduce -3.0% 3,179 $614K
Paradigm, Strategies in Wealth Management, LLC 0.38% No change 3,173 $613K
Martin Capital Advisors, LLP 0.46% Reduce -4.7% 3,172 $613K
Gray Private Wealth, LLC 0.39% No change 3,136 $606K
ShoreHaven Wealth Partners, LLC 0.32% Add +2.7% 3,134 $606K
HighMark Wealth Management LLC 0.36% Reduce -2.0% 3,134 $606K
Phillips Wealth Planners LLC 0.64% Add +13.8% 3,021 $604K
Front Street Capital Management, Inc. 0.12% Reduce -0.6% 3,271 $603K
Parkside Advisors LLC 0.15% No change 3,120 $603K
Divergent Planning, LLC 0.24% Reduce -4.9% 3,036 $600K
Bridgewealth Advisory Group, LLC 0.27% Add +3.7% 3,100 $599K
Retirement Guys Formula LLC 0.29% Add +21.6% 3,096 $598K
Suncoast Equity Management 0.07% Add +3.8% 3,096 $598K
Human Investing LLC 0.12% Add +0.8% 3,092 $598K
Praetorian Wealth Management, Inc. 0.15% New 3,088 $597K
St. Louis Trust Co 0.09% No change 3,088 $597K
Reston Wealth Management LLC 0.24% Reduce -1.3% 3,084 $596K
Meridian Investment Counsel Inc. 0.19% Add +1.8% 3,076 $594K
Kingdom Financial Group LLC. 0.40% Reduce -18.6% 3,072 $594K
Private Management Group Inc. 0.02% Add +0.5% 3,068 $593K
Pinnacle Financial Group, LLC / IL 0.25% Add +6.9% 3,057 $591K
Garrison Asset Management, LLC 0.31% Reduce -3.5% 3,054 $590K
Riverpoint Wealth Management Holdings, LLC 0.16% No change 3,053 $590K
Lutz Financial Services LLC 0.05% No change 3,053 $590K
Wedgewood Investors Inc. 0.70% — 3,050 $589K
Clearview Wealth Advisors LLC 0.51% Reduce -0.3% 3,041 $588K
Boston Mountain Money Management Inc. 0.39% No change 3,036 $587K
Barry Investment Advisors, LLC 0.20% Add +0.2% 3,032 $586K
Sterling Financial Planning, Inc. 0.24% Add +0.3% 3,028 $585K
Riverwater Partners LLC 0.43% Add +9.8% 3,027 $585K
Balanced Wealth Group LLC 0.27% Reduce -10.6% 2,958 $583K
Forte Asset Management LLC 0.34% Reduce -13.6% 3,015 $583K
Hudson Edge Investment Partners Inc. 0.11% Reduce -27.9% 3,013 $582K
AAF Wealth Management, LLC 0.30% Add +1.5% 3,009 $581K
Hill Investment Group Partners, LLC 0.08% Add +14.2% 3,113 $580K
Bluefin Capital Management, LLC 0.34% New 3,000 $580K
Cobalt Capital Management, Inc. 0.25% New 3,000 $580K
Hendershot Investments Inc. 0.08% Add +4.0% 3,000 $580K
Aspect Partners, LLC 0.35% Add +0.5% 2,999 $580K
Innova Wealth Partners 0.41% Reduce -9.4% 2,997 $579K
Financial Life Advisors 0.23% No change 2,996 $579K
Von Berge Wealth Management Group, LLC 0.37% No change 2,934 $579K
Silver Lake Advisory, LLC 0.14% Reduce -3.3% 2,990 $578K
Valley Forge Investment Consultants Inc. Adv 0.22% Add +44.5% 2,988 $577K
Vermillion & White Wealth Management Group, LLC 0.43% Reduce -3.9% 2,986 $577K
Anfield Capital Management, LLC 0.28% Add +4.2% 2,970 $574K
Jackson Thornton Wealth Management, LLC 0.09% No change 2,970 $574K
Intelligent Financial Strategies 0.35% No change 2,960 $572K
David Kennon Inc 0.24% Add +2.4% 2,960 $572K
Fosun International Ltd 0.19% New 2,958 $572K
Brightwater Advisory LLC 0.44% Add +5.2% 2,952 $570K
Summit Wealth & Retirement Planning, Inc. 0.19% No change 2,944 $569K
Allied Investment Advisors, LLC 0.13% Add +22.5% 2,937 $568K
Coston, McIsaac & Partners 0.18% Add +2.1% 2,930 $566K
Golden Road Advisors LLC 0.47% Add +12.3% 2,838 $566K
Vista Investment Management 0.23% Add +35.1% 2,924 $565K
Texas Capital Bancshares Inc 0.23% Add +44.6% 2,923 $565K
Seven Post Investment Office LP 0.10% Reduce -33.9% 2,920 $564K
McAlister, Sweet & Associates, Inc. 0.40% Reduce -9.9% 2,915 $563K
Kelman-Lazarov, Inc. 0.10% Add +0.7% 2,903 $561K
Israel Discount Bank of New York 0.89% Reduce -62.5% 2,902 $561K
Forbes Financial Planning, Inc. 0.44% Reduce -7.0% 2,900 $560K
Gerber, LLC 0.44% Add +0.2% 2,900 $560K
Pineridge Advisors LLC 0.19% Reduce -1.1% 2,900 $560K
Seneca House Advisors 0.24% Add +7.6% 2,899 $560K
TD Capital Management LLC 0.06% Add +2.1% 2,896 $560K
Flower City Capital 0.36% Reduce -2.7% 2,892 $559K
ACT Advisors, LLC. 0.29% Add +23.3% 2,883 $557K
Tucker Asset Management LLC 0.12% Reduce -2.4% 2,882 $557K
Great Oak Capital Partners, LLC 0.21% Add +0.1% 3,333 $556K
Ergawealth Advisors, Inc. 0.30% Add +0.2% 2,876 $556K
Wiser Wealth Management, Inc 0.17% Add +116.0% 2,870 $555K
Windsor Capital Management, LLC 0.17% Reduce -2.0% 2,862 $553K
Roble, Belko & Company, Inc 0.09% Add +0.1% 2,864 $553K
Keyes, Stange & Wooten Wealth Management, LLC 0.38% Reduce -1.8% 2,852 $551K
AF Advisors, Inc. 0.10% Add +0.7% 2,838 $548K
Atlas Financial Advisors, Inc. 0.91% Reduce -12.6% 2,836 $548K
Landmark Wealth Management, LLC 0.43% Add +1.2% 2,837 $548K
Anchor Capital Advisors LLC 0.02% Reduce -0.9% 2,835 $548K
Del-Sette Capital Management, LLC 0.45% Reduce -3.4% 2,833 $547K
Elite Life Management LLC 2.12% Add +6.1% 2,823 $546K
Walden Wealth Partners LLC 0.30% Add +0.1% 2,804 $542K
Epiq Partners, LLC 0.37% Reduce -50.3% 2,801 $541K
Richmond Brothers, Inc. 1.07% No change 2,797 $541K
Investors Asset Management of Georgia Inc. /Ga/ 0.26% Add +0.7% 2,795 $540K
DHK Financial Advisors, Inc. 0.38% New 2,790 $539K
Anthracite Investment Company, Inc. 0.29% No change 2,785 $538K
RW Investment Management LLC 0.07% No change 2,780 $537K
PACK Private Wealth, LLC 0.33% Add +1.8% 2,777 $537K
Armor Investment Advisors, LLC 0.25% Reduce -0.1% 2,776 $536K
Seaport Global Advisors, LLC 1.92% Reduce -76.9% 2,774 $536K
Alpha Financial Partners LLC 0.46% Add +9.8% 2,771 $535K
Ervin Investment Management, LLC 0.37% Reduce -0.5% 2,771 $535K
Penobscot Wealth Management 0.32% Reduce -2.3% 2,673 $535K
TL Private Wealth 0.24% Add +1.0% 2,767 $534K
Stordahl Capital Management, Inc. 0.13% No change 2,763 $534K
Solitude Financial Services 0.25% Add +56.8% 2,762 $534K
Summit Investment Advisory Services, LLC 0.63% New 2,757 $533K
Keb Asset Management, LLC 0.18% Add +8.9% 2,755 $532K
PFG Private Wealth Management, LLC 0.32% Add +1.2% 2,752 $532K
Trust Investment Advisors 0.34% Add +96.1% 2,745 $530K
Greytown Advisors Inc. 0.31% Reduce -3.3% 2,720 $526K
Frazier Financial Advisors, LLC 0.42% Add +50.6% 2,716 $525K
Harvest Investment Services, LLC 0.21% Add +0.2% 2,702 $522K
WESPAC Advisors, LLC 0.41% Reduce -13.7% 2,686 $519K
OMNI 360 Wealth, Inc. 0.39% Add +6.6% 2,685 $519K
Petix & Botte Co 0.15% Add +100.0% 2,680 $518K
Sentry LLC 0.10% Reduce -1.4% 2,680 $518K
Arq Wealth Advisors, LLC 0.22% Reduce -14.5% 2,669 $516K
Gibraltar Capital Management, Inc. 0.23% Reduce -1.3% 2,668 $516K
Private Wealth Management Group, LLC 0.22% Add +6.9% 2,668 $516K
Weinberger Asset Management, Inc 0.24% Add +26.6% 2,663 $515K
Gitterman Wealth Management, LLC 0.20% No change 2,662 $514K
Guardian Financial Partners, LLC 0.34% No change 2,660 $514K
Provident Wealth Management, LLC 0.19% Add +23.2% 2,656 $513K
CPA Asset Management Group, LLC 0.27% Add +1.9% 2,649 $512K
CBIZ Investment Advisory Services, LLC 0.03% Add +231.4% 2,645 $511K
Brooks, Moore & Associates, Inc. 0.33% No change 2,640 $510K
Raffa Wealth Management, LLC 0.14% Reduce -19.8% 2,636 $509K
BCK Partners, Inc. 0.26% Reduce -1.2% 2,635 $509K
Dominguez Wealth Management Solutions, Inc. 0.38% Add +14.2% 2,631 $508K
Frontier Asset Management, LLC 0.18% Reduce -0.3% 2,628 $508K
Orgel Wealth Management, LLC 0.01% Add +7.7% 2,628 $508K
Camden National Bank 0.08% Add +22.0% 2,624 $507K
Stephens Consulting, LLC 0.14% Add +66.7% 2,623 $507K
Wealth Group Ltd 0.15% Reduce -1.2% 2,622 $507K
Wetzel Investment Advisors, Inc. 0.29% Reduce -0.4% 2,806 $506K
Fidelity D & D Bancorp Inc. 0.38% Reduce -1.1% 2,619 $506K
Ifrah Financial Services, Inc. 0.14% Reduce -0.3% 2,610 $504K
FSA Advisors, Inc. 0.53% Reduce -14.6% 2,694 $504K
Running Point Capital Advisors, LLC 0.21% Reduce -4.4% 2,603 $503K
Dynamic Wealth Strategies, LLC 0.43% Reduce -0.1% 2,603 $503K
McCarthy Asset Management, Inc. 0.30% No change 2,600 $502K
Karpas Strategies, LLC 0.16% Reduce -3.0% 2,595 $501K
Kessler Investment Group, LLC 0.27% Reduce -13.8% 2,594 $501K
Cairn Investment Group, Inc. 0.29% No change 2,590 $501K
Lowery Thomas, LLC 0.37% Reduce -0.7% 2,590 $501K
Defined Wealth Management, LLC 0.35% Add +7.1% 2,584 $499K
Brand Asset Management Group, Inc. 0.21% Add +64.5% 2,583 $499K
Marest Capital, LLC 0.44% Add +67.3% 2,557 $494K
D. Scott Neal, Inc. 0.27% Add +0.8% 2,541 $491K
CM Wealth Advisors LLC 0.23% Reduce -57.1% 2,541 $491K
Absher Wealth Management, LLC 0.07% Reduce -1.6% 2,537 $490K
Higgins & Schmidt Wealth Strategies LLC 0.35% Add +0.4% 2,528 $489K
Range Financial Group LLC 0.25% Add +7.9% 2,528 $489K
Maltin Wealth Management, Inc. 0.26% Add +0.6% 2,521 $487K
Grace & White Inc. 0.09% No change 2,520 $487K
Check Capital Management Inc. 0.04% No change 2,520 $487K
Slocum, Gordon & Co LLP 0.36% Add +13.8% 2,516 $486K
Jackson, Grant Investment Advisers, Inc. 0.20% No change 2,513 $486K
Measured Wealth Private Client Group, LLC 0.17% Reduce -0.4% 2,503 $484K
VanderPol Investments L.L.C. 1.47% Add +6.1% 2,502 $484K
Villere St Denis J & Co. LLC 0.04% No change 2,500 $483K
Mustard Seed Financial, LLC 0.46% Add +0.0% 2,496 $482K
Denver Wealth Management, Inc. 0.24% Add +1.6% 2,493 $482K
Kaye Capital Management 0.20% Add +2.6% 2,491 $481K
Signature Resources Capital Management, LLC 0.40% Add +15.3% 2,482 $480K
O'Connor Financial Group LLC 0.28% Add +1.1% 2,481 $479K
Towerpoint Wealth, LLC 0.24% Add +12.7% 2,481 $479K
Johnson Bixby & Associates, LLC 0.08% No change 2,474 $478K
Pension & Wealth Management Advisors, Inc. 0.27% Add +0.7% 2,471 $478K
Sharp Wealth Advisory, LLC 0.41% Add +41.1% 2,470 $477K
FreeGulliver LLC 0.33% Add +77.8% 2,469 $477K
Allie Family Office LLC 0.29% Add +14.9% 2,466 $477K
Faithward Advisors, LLC 0.09% Reduce -7.0% 2,461 $476K
Foundry Partners, LLC 0.03% No change 2,460 $475K
Annapolis Financial Services, LLC 0.15% No change 2,459 $475K
Security Financial Services, INC. 0.10% Add +12.6% 2,458 $475K
Gallacher Capital Management LLC 0.25% Reduce -5.6% 2,455 $474K
Phocas Financial Corp. 0.05% No change 2,450 $473K
Sprott Inc. 0.04% No change 2,450 $473K
Penney Financial, LLC 0.35% No change 2,444 $472K
Intrinsic Value Partners, LLC 0.49% Reduce -22.3% 2,441 $472K
Clark Estates Inc. 0.09% No change 2,440 $472K
McRae Capital Management Inc. 0.11% Add +21.1% 2,435 $471K
Community Bank of Raymore 0.36% Reduce -78.3% 2,424 $468K
Compton Financial Group, LLC 0.15% No change 2,417 $467K
PARUS FINANCE (UK) Ltd 0.13% Add +26.4% 2,414 $467K
Tandem Investment Advisors, Inc. 0.02% Add +47.3% 2,408 $465K
Lawson Kroeker Investment Management Inc. 0.09% New 2,403 $464K
Whitegate Investment Counselors, Inc. 0.13% No change 2,400 $464K
Roberts Financial Services LLC 0.09% Reduce -1.2% 2,396 $463K
NavPoint Financial, Inc. 0.40% No change 2,390 $462K
Lakeshore Financial Planning, Inc. 0.23% Reduce -1.6% 2,390 $462K
Sentinel Pension Advisors, LLC 0.10% Reduce -13.9% 2,390 $462K
Hardin Capital Partners, LLC 0.30% — 2,387 $461K
Heritage Investment Group, Inc. 0.06% Add +0.8% 2,386 $461K
Twin Focus Capital Partners, LLC 0.07% Reduce -1.6% 2,385 $461K
Schulz Wealth, LTD. 0.39% Reduce -9.2% 2,380 $460K
Vawter Financial, Ltd. 0.31% Add +4.2% 2,369 $458K
Forza Wealth Management, LLC 0.24% No change 2,369 $458K
Intergy Private Wealth, LLC 0.19% Add +11.1% 2,355 $455K
Foster & Motley Inc. 0.03% Add +4.4% 2,348 $454K
Eight 31 Financial, LLC 0.35% Add +1.7% 2,342 $453K
Financial Enhancement Group LLC 0.07% Reduce -7.5% 2,453 $452K
Basso Capital Management, L.P. 0.41% No change 2,336 $451K
Clark Financial Services Group Inc. 0.48% Reduce -0.0% 2,336 $451K
Lesa Sroufe & Co 0.44% Reduce -0.2% 2,335 $451K
Brooklyn FI, LLC 0.18% Reduce -2.5% 2,324 $449K
Ridgepath Capital Management LLC 0.44% No change 2,308 $446K
Beacon Harbor Wealth Advisors, Inc. 0.12% No change 2,300 $444K
Ade, LLC 0.30% Add +5.3% 2,293 $443K
Lansing Street Advisors 0.18% Add +41.1% 2,288 $442K
Home Federal Bank of Tennessee 0.13% Add +27.6% 2,287 $442K
Sugar Maple Asset Management, LLC 0.43% Add +4.9% 2,284 $441K
Traction Financial Partners, LLC 0.32% Reduce -3.0% 2,485 $441K
Santori & Peters, Inc. 0.19% Add +0.8% 2,280 $441K
Theory Financial LLC 0.21% Reduce -2.5% 2,276 $440K
R. W. Roge & Company, Inc. 0.25% Reduce -8.1% 2,274 $439K
Black Point Wealth Management 0.45% — 2,271 $439K
Financial Freedom, LLC 0.25% Add +17.2% 2,258 $436K
Legacies Wealth LLC 0.38% Add +4.4% 2,255 $436K
Ionic Capital Management LLC 0.35% New 2,250 $435K
JMG Financial Group, Ltd. 0.02% Add +45.2% 2,229 $431K
VERITY Wealth Advisors 0.32% No change 2,220 $429K
Roth Financial Partners LLC 0.19% No change 2,220 $429K
M. Kulyk & Associates, LLC 0.10% Reduce -28.5% 2,215 $428K
Willow Creek Wealth Management Inc. 0.05% Add +3.5% 2,200 $425K
Brave Warrior Advisors 0.01% Reduce -18.5% 2,200 $425K
Wescott Financial Advisory Group, LLC 0.05% Reduce -41.8% 2,196 $424K
Beacon Investment Advisors LLC 0.22% No change 2,190 $423K
Blankinship & Foster, LLC 0.11% Add +63.4% 2,190 $423K
Signal Advisors Wealth, LLC 0.92% Reduce -89.3% 2,188 $423K
Cambridge Capital Management, LLC 0.31% No change 2,188 $423K
Chico Wealth RIA 0.39% Add +2.8% 2,187 $423K
Midwest Heritage Bank, FSB 0.21% Reduce -0.5% 2,168 $419K
Significant Wealth Partners LLC 0.24% Add +15.3% 2,167 $419K
Waypoint Wealth Partners Inc. 0.12% Reduce -71.9% 2,161 $418K
Somerset Trust Co 0.17% Reduce -11.6% 2,160 $417K
Continuum Wealth Advisors, LLC 0.22% Add +21.9% 2,157 $417K
Campion Asset Management 0.33% Add +2.6% 2,146 $415K
McNamara Financial Services, Inc. 0.09% No change 2,144 $414K
Lam Group, Inc. 0.35% Add +1.9% 2,140 $414K
Ehrlich Financial Group 0.33% Reduce -15.9% 2,137 $413K
MBE Wealth Management, LLC 0.25% Reduce -13.3% 2,129 $411K
Lanham O'Dell & Company, Inc. 0.23% Reduce -11.5% 2,128 $411K
Newport Capital Group, LLC 0.33% — 2,125 $411K
Avid Wealth Partners LLC 0.32% Reduce -11.5% 2,124 $410K
Oldfather Financial Services, LLC 0.17% Add +15.3% 2,124 $410K
JDM Financial Group LLC 0.28% Add +1.1% 2,118 $409K
Groesbeck Investment Management Corp. 0.57% No change 2,115 $409K
Requisite Capital Management, LLC 0.09% Add +85.5% 2,115 $409K
Sollinda Capital Management LLC 0.12% Reduce -1.6% 2,114 $408K
Dopkins Wealth Management, LLC 0.25% No change 2,110 $408K
ETF Store, Inc. 0.42% Reduce -26.9% 2,110 $408K
Halter Ferguson Financial Inc. 0.29% Reduce -12.5% 2,110 $408K
American Trust Investment Advisors, LLC 0.20% No change 2,105 $407K
MorganRosel Wealth Management, LLC 0.14% No change 2,105 $407K
Bontempo Ohly Capital Mgmt LLC 0.20% No change 2,100 $406K
Montgomery Investment Management Inc. 0.16% No change 2,100 $406K
Rainey & Randall Wealth Advisors Inc. 0.10% Reduce -47.6% 2,089 $404K
Stephen J. Garry & Associates, LLC 0.41% Reduce -12.6% 2,076 $401K
Hubbell Strickland Wealth Management, LLC 0.20% Add +0.5% 2,068 $400K
Lakeside Advisors, INC. 0.26% No change 2,060 $398K
TSA Wealth Managment LLC 0.17% Add +55.7% 2,057 $398K
Painted Porch Advisors LLC 0.22% Reduce -1.2% 2,047 $396K
Cadent Capital Advisors, LLC 0.16% Add +13.2% 2,047 $396K
Dakota Community Bank & Trust NA 2.12% Reduce -3.7% 2,040 $394K
Allen Wealth Management, LLC 0.35% Add +1.3% 2,040 $394K
Hoge Financial Services, LLC 0.32% Add +65.0% 2,035 $393K
Sterling Wealth Management, Inc. 0.19% Add +0.6% 2,030 $392K
Security National Bank of Sioux City Iowa 0.28% No change 2,025 $391K
Watchman Group, Inc. 0.12% Reduce -6.3% 2,020 $390K
Financial Connections Group, Inc. 0.20% Add +12.7% 2,019 $390K
Guild Investment Management, Inc. 0.45% New 2,016 $390K
Edge Financial Advisors LLC 0.40% Reduce -80.9% 2,013 $389K
Able Wealth Management LLC 0.32% Add +2.4% 2,013 $389K
Renaissance Investment Group LLC 0.08% Reduce -3.0% 1,950 $389K
Hibernia Wealth Partners, LLC 0.14% New 2,011 $389K
Sagace Wealth Management LLC 0.38% — 2,122 $387K
Horizon Advisory Services, Inc. 0.18% No change 2,000 $387K
Saratoga Research & Investment Management 0.02% No change 2,000 $387K
Tieton Capital Management, LLC 0.21% No change 2,000 $386K
Prescott Group Capital Management, L.L.C. 0.06% No change 2,000 $386K
Aspen Wealth Management LLC 0.13% Reduce -1.7% 1,993 $385K
TAP Consulting, LLC 0.08% Add +33.8% 1,988 $384K
Account Management LLC 0.43% Reduce -4.6% 1,965 $380K
PFS Partners, LLC 0.24% Reduce -6.1% 1,964 $380K
Richard P Slaughter Associates Inc 0.09% Reduce -56.4% 1,964 $380K
Clean Yield Group 0.14% Reduce -1.0% 1,955 $378K
Valley Financial Group, Inc. 0.28% Reduce -0.4% 1,954 $378K
Denver PWM, LLC 0.15% Reduce -23.1% 1,949 $377K
Financial Planning & Information Services, Inc. 0.06% Reduce -1.4% 1,949 $377K
William Howard & Co Financial Advisors Inc 0.34% No change 1,930 $373K
Kure Advisory, LLC 0.31% Add +13.7% 1,929 $373K
Inspire Advisors, LLC 0.05% Add +12.3% 1,929 $373K
Caitlin John, LLC 0.27% Add +11.5% 1,927 $372K
Petra Financial Advisors Inc. 0.27% Reduce -26.4% 1,926 $372K
Gibson Wealth Advisors LLC 0.35% No change 1,925 $372K
Interactive Financial Advisors, Inc. 0.20% No change 1,922 $371K
Ameraudi Asset Management, Inc. 0.17% New 1,920 $371K
Solutions 4 Wealth, Ltd 0.84% Add +18.5% 1,920 $371K
Soundwatch Capital LLC 2.02% New 1,900 $367K
Disciplined Equity Management, Inc. 0.24% No change 1,900 $367K
Mizuho Bank, Ltd. 0.09% New 1,900 $367K
Carolina Wealth Advisors, LLC 0.18% No change 1,893 $366K
Wrenne Financial Planning LLC 0.25% Add +33.1% 1,890 $365K
White Wing Wealth Management 0.29% Reduce -0.1% 1,887 $365K
Millington Financial Advisors, LLC 0.25% No change 1,887 $365K
Flagship Private Wealth, LLC 0.22% Add +0.6% 1,886 $364K
Lee Johnson Capital Management, LLC 0.19% No change 1,885 $364K
Insight Folios Inc 0.15% Reduce -1.3% 1,883 $364K
Investments & Financial Planning, LLC 0.24% No change 1,882 $364K
Equita Financial Network, Inc. 0.15% Add +6.1% 1,879 $363K
Mb, Levis & Associates, LLC 0.19% Reduce -0.9% 1,873 $362K
Heirloom Wealth Management 0.12% Add +26.3% 1,861 $360K
First National Bank Sioux Falls 0.19% No change 1,860 $359K
MSA Advisors, LLC 0.10% No change 1,860 $359K
Crew Capital Management, Ltd 0.29% Reduce -2.5% 1,852 $358K
Cherry Tree Wealth Management, LLC 0.09% Reduce -19.9% 1,851 $358K
Macroview Investment Management LLC 0.38% Add +60.4% 1,843 $356K
Basepoint Wealth LLC 0.28% Reduce -40.0% 1,838 $355K
Long Run Wealth Advisors, LLC 0.09% New 1,821 $352K
Prepared Retirement Institute LLC 0.23% Add +9.4% 1,812 $350K
Darrow Company, Inc. 0.23% No change 1,805 $349K
Centered Wealth LLC dba Miller Equity Capital Advisors 0.15% No change 1,805 $349K
Valued Wealth Advisors LLC 0.24% Add +12.3% 1,794 $347K
Mid-American Wealth Advisory Group, Inc. 0.22% Add +44.3% 1,788 $346K
Northcape Wealth Management, LLC 0.12% Add +16.7% 1,785 $345K
REAP Financial Group, LLC 0.09% Reduce -70.2% 1,777 $343K
Monarch Capital Management Inc. 0.10% Reduce -5.7% 1,775 $343K
Franklin, Parlapiano, Turner & Welch, LLC 0.09% Reduce -7.2% 1,763 $341K
Surience Private Wealth LLC 0.44% No change 1,760 $340K
A.P. Gilfoyle & Co., L.P. 14.86% Add +8.3% 1,700 $340K
TruNorth Capital Management, LLC 0.11% Reduce -7.8% 1,758 $340K
Kanen Wealth Management LLC 0.21% Add +1.5% 1,756 $339K
Betterment LLC 0.00% Add +12.9% 1,755 $339K
Absolute Capital Management, LLC 0.21% Add +28.6% 1,752 $339K
SWAN Capital LLC 0.18% Add +0.1% 1,750 $338K
Ti-Trust, Inc. 0.26% No change 1,740 $336K
Corundum Trust Company, INC 0.97% — 1,727 $334K
Leith Wheeler Investment Counsel Ltd. 0.03% No change 1,727 $334K
Stone Summit Wealth LLC 0.12% Reduce -1.4% 1,724 $333K
LYNX Capital Group Ltd. 0.23% No change 1,708 $330K
AlphaQuest LLC 0.04% Reduce -40.7% 1,706 $330K
Brickley Wealth Management 0.07% Add +1.3% 1,701 $329K
Brooktree Capital Management 0.28% Reduce -57.5% 1,700 $329K
Taylor Hoffman Wealth Management 0.13% Add +37.5% 1,665 $328K
Monte Financial Group, LLC 0.14% Reduce -1.2% 1,699 $328K
Aull & Monroe Investment Management Corp 0.16% Add +7.6% 1,698 $328K
Sender Co & Partners, Inc. 0.38% Reduce -60.7% 1,696 $328K
Endowment Wealth Management, Inc. 0.24% Reduce -0.6% 1,695 $327K
Capital Planning LLC 0.10% No change 1,694 $327K
Cedar Mountain Advisors, LLC 0.08% No change 1,692 $327K
Lifestyle Asset Management, Inc. 0.19% Add +23.7% 1,691 $327K
Stegent Equity Advisors, Inc. 0.34% Add +3.8% 1,689 $326K
Olympiad Research LP 0.24% Reduce -19.4% 1,687 $326K
Eubel Brady & Suttman Asset Management Inc. 0.05% New 1,685 $326K
Total Wealth Planning, LLC 0.05% Add +6.8% 1,682 $325K
Socha Financial Group, LLC 0.15% Reduce -16.6% 1,678 $324K
FOCUS Wealth Advisors, LLC 0.17% Add +28.5% 1,671 $323K
Family Investment Center, Inc. 0.10% Reduce -23.2% 1,671 $323K
OxenFree Capital LLC 0.28% Reduce -7.0% 1,670 $323K
Capital Markets Trading UK LLP 0.24% Reduce -79.6% 1,666 $322K
Integris Wealth Management, LLC 0.09% Reduce -7.6% 1,659 $321K
Crosspoint Financial, LLC 1.29% New 1,640 $317K
Sachem Hill LLC 0.07% No change 1,640 $317K
Awm Capital, LLC 0.05% Add +40.2% 1,636 $316K
Rbo & Co. LLC 0.06% No change 1,635 $316K
West Coast Financial LLC 0.04% Reduce -14.9% 1,628 $315K
Gleason Group, Inc. 0.06% No change 1,626 $314K
Guidance Point Advisors, LLC 0.10% Reduce -21.3% 1,624 $314K
Planning Alternatives Ltd. 0.05% Add +31.2% 1,619 $313K
Eschler Asset Management LLP 0.25% No change 2,040 $312K
Priebe Wealth Holdings LLC 0.25% Reduce -3.0% 1,605 $310K
Ellsworth Advisors, LLC 0.09% Add +39.5% 1,603 $310K
Unison Asset Management LLC 0.16% No change 1,600 $309K
Hilltop Wealth Advisors, LLC 0.15% New 1,597 $309K
Arbor Investment Advisors, LLC 0.04% Add +6.8% 1,582 $306K
HFG Wealth Management, LLC 0.19% Reduce -7.1% 1,573 $304K
Harvey Investment Co. LLC 0.04% No change 1,569 $303K
Clarity Capital Advisors, LLC 0.23% Reduce -0.9% 1,566 $303K
Cascade Wealth Advisors, Inc 0.22% Reduce -6.2% 1,680 $302K
ARK & TLK Investments, LLC 0.11% Add +6.8% 1,561 $302K
Comprehensive Wealth Management, LLC 0.22% New 1,560 $301K
Capital Management Corp. 0.06% Reduce -7.4% 1,560 $301K
Kitching Partners, LLC 0.55% No change 1,555 $301K
Nordwand Advisors, LLC 0.13% No change 1,554 $300K
One Degree Advisors Inc 0.14% Add +26.6% 1,544 $298K
Mountain Pacific Investment Advisers LLC 0.02% Reduce -17.0% 1,540 $298K
Essential Planning, LLC. 0.13% New 1,538 $297K
Eagle Harbor Asset Management Inc. 0.32% Reduce -5.6% 1,538 $297K
Cornerstone Wealth Advisors, Inc. 0.09% Add +14.7% 1,534 $296K
Foundry Financial Group, Inc. 0.20% Reduce -1.7% 1,517 $293K
Cantor Fitzgerald Investment Advisors L.P. 0.02% New 1,510 $292K
Mitchell & Pahl Private Wealth, LLC 0.15% Add +11.1% 1,505 $291K
Standard Family Office LLC 0.37% No change 1,505 $291K
Sage Investment Advisers LLC 0.33% Reduce -17.9% 1,505 $291K
Horizons Wealth Management 0.23% Reduce -3.1% 1,584 $290K
FMA Wealth Management, LLC 0.23% Add +15.4% 1,500 $290K
EJF Capital LP 0.22% Reduce -25.0% 1,500 $290K
Argyle Capital Management, LLC 0.12% No change 1,500 $290K
Lloyd Advisory Services, LLC. 0.14% Reduce -95.2% 1,492 $288K
Rather & Kittrell, Inc. 0.08% Reduce -5.0% 1,491 $288K
Eldridge Investment Advisors, Inc. 0.07% Add +30.1% 1,492 $288K
MAS Advisors LLC 0.68% No change 1,477 $285K
Magnolia Wealth Management, LLC 0.22% Reduce -50.9% 1,477 $285K
Corepath Wealth Partners LLC 0.30% New 1,427 $284K
GGM Financial LLC 0.26% — 1,465 $283K
Wolff Financial Management LLC 0.21% Reduce -7.6% 1,466 $283K
ETF Portfolio Partners, Inc. 0.09% Add +12.3% 1,460 $282K
Schrum Private Wealth Management LLC 0.25% No change 1,457 $282K
GR Financial Group, LLC 0.06% Reduce -9.0% 1,449 $280K
Cypress Capital, LLC 0.08% Reduce -19.5% 1,447 $280K
First Citizens Financial Corp 0.17% Reduce -2.8% 1,446 $279K
True Wealth Design, LLC 0.07% Add +4.3% 1,444 $279K
Builder Investment Group Inc. 0.08% Add +0.6% 1,438 $278K
Armbruster Capital Management, Inc. 0.06% Add +17.3% 1,434 $277K
Graham Capital Wealth Management, LLC 0.39% Add +1.4% 1,432 $277K
Melfa Wealth Management, Inc. 0.19% Add +3.1% 1,430 $276K
IAG Wealth Partners, LLC 0.06% Add +6.4% 1,430 $276K
Windsor Advisory Group, LLC 0.55% New 1,420 $275K
Hart & Patterson Financial Group LLC 0.14% Add +4.4% 1,420 $274K
Aufman Associates Inc 0.19% New 1,417 $274K
Quarry LP 0.12% New 1,414 $273K
F&V Capital Management, LLC 0.08% Add +6.6% 1,410 $272K
Touchstone Capital, Inc. 0.42% No change 1,400 $271K
Drexel Morgan & Co. 0.06% Add +24.4% 1,400 $271K
Brandywine Trust Co. 0.04% No change 1,400 $271K
Kaydan Wealth Management, Inc. 0.10% Reduce -2.6% 1,396 $270K
Foundation Wealth Management, LLC 0.21% Add +12.4% 1,393 $269K
Parthenon LLC 0.03% Add +3.0% 1,390 $269K
Verus Financial Partners, Inc. 0.03% No change 1,386 $268K
Chris Bulman Inc 0.18% — 1,385 $268K
Sippican Capital Advisors 0.21% No change 1,380 $267K
Marks Wealth, LLC 0.12% Add +13.1% 1,380 $267K
Triune Financial Partners, LLC 0.09% Add +5.0% 1,365 $264K
Creegan & Nassoura Financial Group, LLC 0.18% No change 1,360 $263K
Wealthgate Family Office, LLC 0.64% New 1,355 $262K
MontVue Capital Management, Inc. 0.21% New 1,352 $261K
City Center Advisors, LLC 0.31% No change 1,446 $261K
Mosaic Advisors LLC 0.21% No change 1,348 $261K
Delta Wealth Advisors LLC 0.25% New 1,345 $260K
BKM Wealth Management, LLC 0.12% Add +679.7% 16,008 $260K
Tuttle Capital Management, LLC 1.54% New 1,469 $259K
New Harbor Financial Group, LLC 0.09% New 1,340 $259K
Andina Capital Management, LLC 0.19% New 1,334 $258K
RE Dickinson Investment Advisors, LLC 0.16% Reduce -7.9% 1,332 $257K
Act Wealth Management, LLC 0.13% Add +0.8% 1,331 $257K
Inceptionr LLC 0.07% New 1,325 $256K
Mainsail Financial Group, LLC 0.15% Reduce -59.0% 1,323 $256K
HC Advisors, LLC 0.24% Reduce -78.2% 1,321 $255K
VAUGHAN & Co SECURITIES, INC. 0.16% No change 1,321 $255K
Industrial Alliance Investment Management Inc. 0.14% New 1,303 $252K
TCP Asset Management, LLC 0.06% New 1,302 $252K
Union Investments & Development Ltd. 1.58% No change 1,300 $251K
Custom Portfolio Group LLC 0.20% No change 1,298 $251K
Keystone Financial Services 0.10% New 1,298 $251K
KOM Wealth Management Group, LLC 0.23% Reduce -0.5% 1,297 $251K
Arkansas Financial Group, Inc. 0.04% No change 1,290 $249K
Physician Wealth Solutions Inc. 0.18% No change 1,286 $249K
Farrow Financial, Inc. 0.17% New 1,281 $248K
EntryPoint Capital, LLC 0.11% Add +11536.4% 1,280 $247K
Newton One Investments LLC 0.11% No change 1,280 $247K
Tanglewood Legacy Advisors, LLC 0.12% No change 1,276 $247K
Ironsides Asset Advisors, LLC 0.08% Reduce -32.0% 1,275 $246K
Verity & Verity, LLC 0.03% Add +1.8% 1,274 $246K
Cedar Point Capital Partners, LLC 0.18% Add +2.0% 1,268 $245K
Gordian Advisors LLC 0.24% Add +4.4% 1,266 $245K
Horan Securities, Inc. 0.11% Add +8.8% 1,265 $244K
O'Brien Wealth Partners LLC 0.05% Reduce -22.2% 1,259 $243K
DiNuzzo Private Wealth, Inc. 0.03% Add +44.1% 1,252 $242K
BancFirst Trust & Investment Management 0.11% New 1,222 $242K
Roger Wittlin Investment Advisory, LLC 0.15% No change 1,247 $241K
Mount Lucas Management LP 0.09% New 1,245 $241K
Rodgers & Associates, LTD 0.03% New 1,242 $240K
Truefg, LLC 0.09% Reduce -2.7% 1,242 $240K
E Fund Management (Hong Kong) Co., Ltd. 0.15% Add +126.6% 1,237 $239K
Lumbard & Kellner, LLC 0.11% New 1,235 $239K
Beacon Financial Planning, Inc. 0.16% Reduce -43.5% 1,229 $238K
Peterson Wealth Advisors, LLC 0.05% Add +5.0% 1,227 $237K
Capstone Capital LLC 0.21% Add +8.9% 1,226 $237K
Sage Financial Management Group, Inc. 0.72% No change 1,223 $236K
Mokosak Advisory Group, LLC 0.08% No change 1,220 $236K
MidAtlantic Capital Management, Inc. 0.20% Reduce -3.9% 1,218 $235K
BCU Wealth Advisors, LLC 0.17% No change 1,217 $235K
Retirement Capital Strategies 0.09% Add +0.6% 1,202 $232K
CMC Financial Group 0.39% New 1,200 $232K
Keating Investment Counselors Inc. 0.07% New 1,198 $232K
Cadence Wealth Management LLC 0.16% Add +0.9% 1,197 $231K
Axim Planning & Wealth 0.28% Add +7.2% 1,196 $231K
Members Advisory Group LLC 0.13% Add +0.8% 1,193 $231K
BCM Advisors, LLC 0.05% Add +0.4% 1,247 $230K
Simplify Asset Management Inc. 0.02% No change 1,185 $229K
Leading Edge Financial Planning LLC 0.09% No change 1,184 $229K
IMPACTfolio, LLC 0.13% Add +5.3% 1,180 $228K
Shakespeare Wealth Management, LLC 0.07% Add +3.5% 1,167 $226K
Peirce Capital Management, LLC 0.12% Reduce -2.5% 1,165 $225K
Tang Capital Management LLC 0.02% New 1,164 $225K
Alpha Financial Advisors, LLC 0.11% Reduce -11.4% 1,162 $225K
SWP Financial LLC 0.15% No change 1,162 $225K
Argent Advisors, Inc. 0.09% Reduce -33.5% 1,161 $224K
Hiley Hunt Wealth Management 0.14% Reduce -23.7% 1,160 $224K
Elevate Wealth Advisory, Inc. 0.18% New 1,158 $224K
EnRich Financial Partners LLC 0.08% No change 1,158 $224K
Lakewood Asset Management LLC 0.15% No change 1,150 $222K
Boulder Wealth Advisors, LLC 0.13% New 1,150 $222K
Magnetar Financial LLC 0.01% New 1,150 $222K
Nia Impact Advisors, LLC 0.08% New 1,149 $222K
Athena Investment Management 0.13% No change 1,141 $220K
Unconventional Investor, LLC 0.16% Reduce -5.0% 1,140 $220K
Raymond James Trust Co. of NH 2.05% New 1,139 $220K
Team Financial Group, LLC 0.14% New 1,137 $220K
Oceanside Advisors LLC 0.18% No change 1,130 $218K
Kraft Asset Management, LLC 0.18% Reduce -31.7% 1,126 $218K
POM Investment Strategies, LLC 0.17% Add +73.8% 1,119 $216K
Vestia Personal Wealth Advisors 0.23% — 1,111 $215K
Williams Financial, LLC 0.14% Reduce -12.4% 1,107 $214K
Hirtle & Co., LLC 0.01% Reduce -72.7% 1,104 $213K
Brookmont Capital Management 0.12% New 1,103 $213K
Sunesis Advisors, LLC 0.13% New 1,100 $213K
Kirr Marbach & Co. LLC 0.05% New 1,100 $213K
Horizon Kinetics Asset Management LLC 0.00% Reduce -8.4% 1,096 $212K
1492 Capital Management LLC 0.12% New 1,093 $211K
DSC Advisors, L.P. 0.70% New 1,092 $211K
Centiva Capital, LP 0.01% Reduce -92.5% 1,079 $209K
Hobart Private Capital, LLC 0.06% New 1,074 $208K
Waterford Advisors, LLC 0.09% New 1,072 $207K
Opus Capital Group, LLC 0.03% New 1,071 $207K
Heritage Wealth Management, LLC 0.11% New 1,067 $206K
Heritage Family Offices, LLP 0.11% — 1,067 $206K
Boston Standard Wealth Management, LLC 0.05% New 1,068 $206K
Dravo Bay LLC 0.11% Reduce -24.4% 1,065 $206K
Stonehearth Capital Management, LLC 0.09% New 1,060 $205K
Harbor Group, Inc. 0.05% New 1,058 $204K
Buska Wealth Management, LLC 0.08% New 1,057 $204K
Cutler Capital Management, LLC 0.10% Add +19.3% 1,050 $203K
Schwallier Wealth Management LLC 0.16% New 1,044 $202K
Planned Solutions, Inc. 0.10% New 1,043 $202K
Flagstone Financial Management 0.07% New 1,036 $200K
Cavalry Management Group, LLC 2.76% — 1,033 $200K
Kings Path Partners LLC 0.09% — 1,000 $193K
Bay Harbor Wealth Management, LLC 0.07% Add +0.5% 997 $193K
Family CFO Inc 0.11% No change 937 $181K
Lowe Wealth Advisors, LLC 0.08% Add +7.0% 915 $177K
Moisand Fitzgerald Tamayo, LLC 0.03% Reduce -0.1% 883 $171K
Widmann Financial Services, Inc. 0.14% New 882 $170K
Marquette Asset Management, LLC 0.03% Reduce -18.9% 860 $166K
Bare Financial Services, Inc 0.09% No change 882 $165K
CGC Financial Services, LLC 0.07% Reduce -6.6% 853 $165K
SIMA Wealth Partners, LLC 0.15% — 804 $155K
Richardson Capital Management LLC 0.12% Add +3.0% 783 $151K
Evolution Advisers, Inc. 0.09% Add +1.7% 781 $150K
FPC Investment Advisory, Inc. 0.13% No change 782 $147K
Partnership Wealth Management, LLC 0.11% No change 760 $147K
Friedenthal Financial 0.09% Reduce -26.3% 760 $147K
Keener Financial Planning LLC 0.10% No change 760 $146K
Disciplina Capital Management LLC 0.02% No change 725 $140K
Cultivar Capital, Inc. 0.11% New 682 $132K
Fairway Wealth LLC 0.08% New 680 $131K
Birch Capital Management, LLC 0.07% No change 680 $131K
Mowery & Schoenfeld Wealth Management, LLC 0.17% Add +63.5% 626 $121K
Broadwater Capital Management LLC 0.09% No change 620 $120K
SRH Advisors, LLC 0.04% Reduce -8.1% 614 $119K
NewSquare Capital LLC 0.01% Add +101.3% 604 $117K
BBJS Financial Advisors, LLC 0.04% Add +20.8% 580 $112K
Cordant, Inc. 0.05% No change 454 $88K
Sycomore Asset Management 0.02% Reduce -47.1% 450 $87K
Advantage Trust Co 0.06% No change 450 $87K
Ruedi Wealth Management, Inc. 0.03% Reduce -23.6% 440 $85K
Your Advocates Ltd., LLP 0.04% Add +20.0% 438 $85K
Abich Financial Wealth Management LLC 0.06% Add +84.7% 434 $84K
Advisor Resource Council 0.11% Reduce -21.3% 16,433 $80K
Innealta Capital, LLC 0.03% New 400 $77K
Steph & Co. 0.03% Add +8.4% 388 $75K
Sanctuary Wealth Management, L.L.C. 0.05% Add +6.8% 362 $70K
Grayhawk Investment Strategies Inc. 0.32% Reduce -52.6% 360 $70K
Koesten, Hirschmann & Crabtree, INC. 0.04% No change 383 $69K
Morton Brown Family Wealth, LLC 0.02% No change 334 $61K
Knott David M Jr 0.02% No change 300 $58K
Clarity Asset Management, Inc. 0.04% No change 300 $58K
Christopher J. Hasenberg, Inc 0.03% Add +650.0% 300 $58K
Wells Financial Advisors INC 0.04% No change 280 $54K
ZynergyRetirementPlanningLLC 0.03% — 188 $36K
ESL Trust Services, LLC 0.01% Add +87.0% 187 $36K
Eukles Asset Management 0.02% No change 182 $35K
Iron Horse Wealth Management, LLC 0.01% No change 178 $34K
Summer Road LLC 0.03% New 170 $33K
PayPay Securities Corp 2.63% Add +64.7% 163 $32K
Stuart Chaussee & Associates, Inc. 0.01% No change 158 $31K
Tacita Capital Inc 0.02% No change 135 $26K
Perritt Capital Management Inc 0.01% Add +9.4% 128 $25K
Maryland Capital Advisors Inc. 0.01% Reduce -5.5% 103 $20K
MilWealth Group LLC 0.01% No change 100 $19K
Guardian Wealth Management, Inc. 0.01% No change 90 $17K
Longfellow Investment Management Co. LLC 0.00% Reduce -8.3% 88 $17K
Bruce G. Allen Investments, LLC 0.01% Reduce -66.5% 76 $15K
Paloma Partners Management Co 0.00% Reduce -96.3% 64 $12K
Briaud Financial Planning Inc 0.01% No change 60 $11K
IFS Advisors, LLC 0.00% No change 20 $4K
Atlantic Private Wealth, LLC 0.00% Reduce -95.2% 20 $4K
McClarren Financial Advisors, Inc. 0.01% Reduce -52.0% 2,125 $864

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