Amazon.comAMZN

13F holders, Q4 2024 (December 31)
5,551holders +624
178new positions
66sold out
33famous investors
$219.32avg. 13F price*

At the end of Q4 2024, 5,551 institutions reported holding Amazon.com Inc. (AMZN) in their 13F filings, up 624 from Q3 2024. 178 opened new positions and 66 sold out. The largest holders were Vanguard Group Inc. ($180.6B), BlackRock, Inc. ($151.1B) and State Street Corp. ($80.1B). 33 famous investors held it, including Peter Thiel (35.8% of Thiel Macro's portfolio), Dan Loeb (10.3% of Third Point's portfolio) and Alex Sacerdote (9.1% of Whale Rock Capital 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions178$7.9B
Exits66$740.2M

All 13F filers, Q3 2024 → Q4 2024: 296,174,433 shares bought and 134,609,946 shares sold, net +161,564,487 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5,551 holders

Vanguard Group Inc. 3.15% Add +2.2% 823,360,597 $180.6B
BlackRock, Inc. 3.07% Add +3.2% 688,589,448 $151.1B
State Street Corp. 3.16% Add +1.6% 364,859,027 $80.1B
FMR LLC 4.31% Add +0.5% 328,464,225 $72.1B
Geode Capital Management, LLC 3.47% Add +2.5% 204,930,426 $44.8B
JPMorgan Chase & Co. 3.18% Add +1.8% 182,880,869 $40.1B
T. Rowe Price Associates Inc. 4.63% Add +2.3% 182,813,905 $40.1B
Morgan Stanley 2.57% Add +4.8% 167,149,717 $36.7B
Norges Bank 3.58% Add +4.9% 124,283,614 $27.3B
Northern Trust Corp. 3.02% Add +14.0% 97,076,276 $21.3B
Capital Research Global Investors 4.01% Reduce -4.1% 88,834,293 $19.5B
Bank of America Corp. 1.58% Reduce -11.8% 78,012,550 $17.1B
Bank of New York Mellon Corp 2.72% Add +0.8% 67,092,427 $14.7B
Wellington Management Group LLP 2.67% Reduce -5.7% 66,385,257 $14.6B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 3.38% Add +14.1% 65,975,984 $14.5B
Capital World Investors 2.19% Add +36.8% 65,709,496 $14.4B
Nuveen Asset Management, LLC 3.90% Reduce -3.1% 62,741,520 $13.8B
Charles Schwab Investment Management Inc. 2.41% Add +4.1% 59,638,207 $13.1B
Invesco Ltd. 2.34% Add +4.7% 57,591,462 $12.6B
Capital International Investors 2.37% Add +26.5% 57,268,523 $12.6B
Alliancebernstein L.P. 4.24% Reduce -0.3% 56,957,889 $12.5B
Royal Bank of Canada 2.66% Add +4.5% 55,906,269 $12.3B
Legal & General Group Plc 3.13% Add +2.8% 53,891,518 $11.8B
Jennison Associates LLC 7.04% Reduce -1.5% 52,834,607 $11.6B
Goldman Sachs Group Inc. 2.10% Reduce -8.7% 50,006,489 $11.0B
Amundi 3.72% Reduce -3.1% 48,069,760 $10.7B
Franklin Resources Inc. 2.93% Add +0.1% 47,205,506 $10.4B
Fisher Asset Management 3.94% Add +1.1% 45,159,737 $9.9B
Ameriprise Financial Inc. 2.28% Reduce -5.0% 40,436,738 $8.9B
UBS Group AG 1.84% Add +2.3% 37,463,181 $8.2B
Baillie Gifford & Co. 6.08% Reduce -6.3% 36,052,157 $7.9B
Barclays PLC 3.87% Add +5.0% 35,648,487 $7.8B
Janus Henderson Group PLC 3.64% Add +7.1% 32,662,084 $7.2B
Massachusetts Financial Services Co. 2.16% Reduce -2.2% 31,216,340 $6.8B
Wells Fargo & Company 1.58% Add +0.1% 29,791,126 $6.5B
Dimensional Fund Advisors LP 1.52% Add +3.8% 28,863,592 $6.3B
American Century Companies Inc. 3.51% Reduce -0.5% 27,751,370 $6.1B
Swiss National Bank 3.89% Reduce -4.0% 26,684,700 $5.9B
Deutsche Bank AG 2.27% Reduce -2.2% 26,338,881 $5.8B
HSBC Holdings PLC 3.43% Reduce -9.3% 25,168,377 $5.5B
Sumitomo Mitsui Trust Group, Inc. 3.73% Add +2.4% 25,176,514 $5.5B
Bank of Montreal 2.53% Reduce -13.1% 23,016,615 $5.0B
Loomis Sayles & Co. L P 5.70% Reduce -0.7% 20,514,402 $4.5B
Raymond James Financial Inc. 1.65% — 20,389,466 $4.5B
Principal Financial Group Inc. 2.38% Reduce -1.5% 19,861,019 $4.4B
Polen Capital Management LLC 11.59% Reduce -24.1% 19,546,612 $4.3B
Manufacturers Life Insurance Company, The 3.66% Reduce -0.3% 18,982,978 $4.2B
Clearbridge Investments, LLC 3.35% Reduce -5.6% 18,811,461 $4.1B
Rhumbline Advisers 3.44% Reduce -0.9% 17,512,133 $3.8B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 4.11% Reduce -3.8% 17,420,533 $3.8B
Dodge & Cox 2.20% Reduce -0.6% 17,172,957 $3.8B
National Pension Service 3.55% Add +1.0% 17,083,851 $3.7B
Neuberger Berman Group LLC 2.88% Reduce -0.2% 16,508,732 $3.6B
California Public Employees Retirement System 2.39% Reduce -5.0% 16,319,369 $3.6B
Mitsubishi UFJ Asset Management Co., Ltd. 3.45% Add +8.5% 15,869,066 $3.6B
T. Rowe Price Investment Management, Inc. 2.07% Reduce -1.6% 15,267,168 $3.3B
Assenagon Asset Management S.A. 5.85% Add +3.6% 14,864,846 $3.3B
California State Teachers Retirement System 3.80% Reduce -1.9% 14,817,519 $3.3B
Lazard Asset Management LLC 5.12% Reduce -9.6% 14,734,717 $3.2B
Swedbank AB 3.90% Add +8.3% 14,449,999 $3.2B
Schroder Investment Management Group 2.94% Add +11.6% 13,971,998 $3.1B
Brown Advisory Inc. 3.87% Reduce -1.1% 13,899,337 $3.0B
BNP Paribas Financial Markets 2.37% Add +9.6% 13,841,960 $3.0B
Voya Investment Management LLC 3.51% Reduce -0.1% 13,241,387 $2.9B
Sanders Capital, LLC 4.11% Add +17.1% 12,803,166 $2.8B
Eagle Capital Management LLC 10.21% Reduce -1.1% 12,766,457 $2.8B
LPL Financial LLC 1.13% Add +10.5% 12,620,420 $2.8B
New York State Common Retirement Fund 3.69% Add +0.3% 12,537,928 $2.8B
Envestnet Asset Management Inc. 0.87% Reduce -1.3% 12,393,652 $2.7B
Citigroup Inc. 2.50% Reduce -14.5% 11,825,791 $2.6B
Sands Capital Management, LLC 7.67% Reduce -5.9% 11,807,720 $2.6B
Skye Global Management LP 51.79% Reduce -5.0% 11,324,000 $2.5B
Marshall Wace, LLP 3.15% Reduce -11.1% 11,312,252 $2.5B
Parnassus Investments, LLC 5.44% Reduce -2.1% 11,168,227 $2.5B
FIL Ltd 2.28% Reduce -3.5% 11,114,969 $2.4B
Nordea Investment Management AB 2.52% Add +19.2% 10,861,850 $2.4B
CIBC Private Wealth Group LLC 4.31% Reduce -3.1% 10,695,476 $2.4B
Allianz Asset Management GmbH 3.43% Add +20.3% 10,748,928 $2.4B
Bessemer Group Inc. 3.83% Reduce -0.3% 10,688,148 $2.3B
Coatue Management 7.89% Reduce -5.3% 10,670,209 $2.3B
Winslow Capital Management, LLC 8.21% Reduce -3.6% 10,527,705 $2.3B
Berkshire Hathaway 0.82% No change 10,000,000 $2.2B
Robeco Institutional Asset Management B.V. 4.12% Add +4.8% 9,896,156 $2.2B
Prudential Financial Inc. 2.88% Reduce -5.5% 9,560,440 $2.1B
DekaBank Deutsche Girozentrale 3.86% No change 9,474,725 $2.1B
Generation Investment Management LLP 10.82% Reduce -16.7% 9,453,262 $2.1B
Canada Pension Plan Investment Board 1.96% Add +48.1% 9,395,483 $2.1B
Universal- Beteiligungs- und Servicegesellschaft mbH 4.10% — 9,289,226 $2.0B
State Board of Administration of Florida Retirement System 3.79% Add +1.6% 9,069,896 $2.0B
Ensign Peak Advisors, Inc 3.51% Reduce -2.7% 9,008,780 $2.0B
Adage Capital Partners Gp, L.L.C. 3.42% Reduce -3.3% 8,914,360 $2.0B
Russell Investments Group, Ltd. 2.69% Add +9.9% 8,847,683 $1.9B
Royal London Asset Management Ltd. 4.66% Add +0.3% 8,716,051 $1.9B
TD Asset Management Inc 1.66% Add +2.5% 8,546,690 $1.9B
Sei Investments Co. 2.39% Add +0.3% 8,475,350 $1.9B
Macquarie Group Ltd. 2.22% Reduce -10.0% 8,940,054 $1.8B
Fayez Sarofim & Co 4.42% Add +3.9% 8,227,820 $1.8B
Stifel Financial Corp. 1.90% Add +0.9% 8,291,630 $1.8B
Aberdeen Group plc 3.40% Reduce -4.9% 8,203,324 $1.8B
New York State Teachers Retirement System 3.80% Reduce -4.0% 8,233,595 $1.8B
CANADA LIFE ASSURANCE Co 3.10% Add +4.1% 8,199,111 $1.8B
AustralianSuper Pty Ltd 8.31% Reduce -0.4% 8,032,520 $1.8B
GQG Partners LLC 2.58% Add +5.2% 7,922,215 $1.7B
Natixis Advisors, LLC 3.24% Add +3.1% 7,892,663 $1.7B
Pictet Asset Management Holding SA 1.85% Add +1.2% 7,813,978 $1.7B
Alkeon Capital Management LLC 9.55% Reduce -5.7% 7,514,931 $1.6B
Korea Investment CORP 3.87% Reduce -1.9% 7,435,871 $1.6B
Vontobel Holding Ltd. 5.51% Reduce -6.2% 7,335,271 $1.6B
KBC Group NV 4.43% Reduce -14.4% 7,321,210 $1.6B
Victory Capital Management Inc. 1.57% Add +4.7% 7,170,023 $1.6B
Corient Private Wealth LP 2.60% Reduce -0.1% 7,281,529 $1.6B
APG Asset Management N.V. 4.29% Add +1782.4% 7,269,638 $1.5B
1832 Asset Management L.P. 2.71% Reduce -4.9% 6,921,446 $1.5B
Danske Bank A/S 4.53% Add +16.9% 6,898,684 $1.5B
William Blair Investment Management, LLC 3.66% Reduce -0.2% 6,834,497 $1.5B
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 3.70% Add +6.9% 6,795,789 $1.5B
Holocene Advisors, LP 4.77% New 6,701,396 $1.5B
Flossbach Von Storch SE 5.82% Reduce -5.8% 6,663,545 $1.5B
Newlands Management Operations LLC 9.10% No change 6,589,070 $1.4B
PNC Financial Services Group, Inc. 0.96% Reduce -0.2% 6,523,542 $1.4B
Fred Alger Management, LLC 6.81% Add +2.1% 6,514,466 $1.4B
ProShare Advisors LLC 3.26% Add +23.4% 6,497,485 $1.4B
National Bank of Canada 1.83% Reduce -10.6% 6,458,653 $1.4B
Tiger Global Management 5.32% No change 6,415,488 $1.4B
Mackenzie Financial Corp. 1.89% Add +28.1% 6,310,367 $1.4B
Sustainable Growth Advisers, LP 6.81% Reduce -28.3% 6,193,038 $1.4B
Blair William & Co. 3.93% Add +1.1% 6,163,344 $1.4B
Chevy Chase Trust Holdings, LLC 4.07% Reduce -1.5% 6,095,888 $1.3B
Mitsubishi UFJ Trust & Banking Corp 3.14% Reduce -2.1% 6,092,974 $1.3B
DNB Asset Management AS 5.76% Add +4.5% 6,073,277 $1.3B
AXA S.A. 4.05% Add +1.8% 6,045,550 $1.3B
Alecta Tjanstepension Omsesidigt 6.98% Reduce -21.4% 6,035,500 $1.3B
Temasek Holdings (Private) Ltd 5.11% Reduce -1.2% 5,876,329 $1.3B
WCM Investment Management, LLC 3.03% Reduce -1.0% 5,816,137 $1.3B
Banque Pictet & Cie SA 12.44% Reduce -1.0% 5,817,187 $1.3B
Zurcher Kantonalbank (Zurich Cantonalbank) 3.64% Add +3.3% 5,812,458 $1.3B
Aviva PLC 3.31% Add +2.4% 5,797,979 $1.3B
US Bancorp \de 1.66% Add +0.3% 5,774,653 $1.3B
Public Employees Retirement Association of Colorado 4.89% Reduce -6.6% 5,617,182 $1.2B
Storebrand Asset Management As 3.71% Add +145.3% 5,558,593 $1.2B
HighTower Advisors, LLC 1.67% Add +5.1% 5,551,430 $1.2B
Primecap Management Co. 0.93% Add +24.7% 5,494,750 $1.2B
Credit Agricole S A 4.02% Add +52.5% 5,411,389 $1.2B
Capstone Investment Advisors, LLC 14.99% Add +4634.1% 5,398,621 $1.2B
AQR Capital Management 1.52% Add +8.2% 5,384,405 $1.2B
State of Wisconsin Investment Board 3.05% Reduce -4.9% 5,371,089 $1.2B
Skandinaviska Enskilda Banken AB (publ) 5.29% Add +2.3% 5,285,747 $1.2B
First Trust Advisors LP 1.03% Add +15.4% 5,288,837 $1.2B
Altarock Partners LP 23.42% Reduce -2.3% 5,278,320 $1.2B
Commonwealth Equity Services, LLC 1.69% Add +1.8% 5,273,316 $1.2B
Veritas Asset Management LLP 10.76% Reduce -32.1% 5,257,561 $1.2B
Ninety One UK Ltd 3.08% Add +23.9% 5,241,185 $1.1B
Rathbones Group PLC 5.48% Add +2.6% 5,159,856 $1.1B
Axiom Investors LLC 8.09% Add +9.7% 5,006,220 $1.1B
CI Investments Inc. 4.02% Reduce -5.9% 4,858,549 $1.1B
Allspring Global Investments Holdings, LLC 1.70% Reduce -7.6% 4,821,972 $1.1B
Caisse de depot et placement du Quebec 2.19% Reduce -17.9% 4,799,265 $1.1B
Thrivent Financial for Lutherans 2.04% Add +9.1% 4,787,751 $1.0B
Artisan Partners Limited Partnership 1.56% Reduce -23.9% 4,622,810 $1.0B
Rockefeller Capital Management L.P. 2.61% Reduce -1.6% 4,600,110 $1.0B
Mariner, LLC 1.67% Add +2.5% 4,538,997 $995.9M
D. E. Shaw & Co. 1.16% Reduce -1.7% 4,442,983 $974.7M
Two Sigma Advisers, LP 2.26% Add +121.7% 4,442,420 $974.6M
Bank of Nova Scotia 1.71% Reduce -10.1% 4,426,923 $971.4M
Nomura Asset Management Co. Ltd. 2.91% Add +7.9% 4,400,725 $965.5M
Bank Julius Baer & Co. Ltd, Zurich 2.97% Add +7.2% 4,050,605 $960.5M
Treasurer of the State of North Carolina 3.71% Add +1.8% 4,342,396 $952.7M
STRS Ohio 3.77% Reduce -3.4% 4,332,442 $950.5M
Millennium Management 0.85% Add +262.6% 4,327,650 $949.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.00% Add +6.7% 4,271,032 $937.6M
Truist Financial Corp. 1.44% Add +1.8% 4,190,147 $919.3M
Point72 Asset Management 2.57% New 4,182,883 $917.7M
Public Employees Retirement System of Ohio 3.13% New 4,152,630 $911.0M
Mirae Asset Global Investments Co., Ltd. 3.65% Add +3.4% 4,061,351 $899.6M
Asset Management One Co., Ltd. 3.09% Add +2.6% 4,020,870 $899.6M
Mawer Investment Management Ltd. 4.06% Add +17.4% 4,077,412 $894.5M
Los Angeles Capital Management LLC 3.63% Reduce -19.5% 4,072,241 $893.4M
Brighton Jones LLC 25.58% Add +10.9% 4,036,091 $885.5M
Panagora Asset Management Inc. 4.08% Add +17.1% 4,019,158 $881.8M
Toronto Dominion Bank 1.68% Reduce -19.8% 4,012,892 $880.4M
Focus Partners Wealth 2.29% Add +70.0% 4,001,862 $878.0M
Susquehanna International Group, LLP 1.30% Add +5.0% 3,960,646 $868.9M
Lansforsakringar Fondforvaltning AB (publ) 3.29% — 3,947,472 $866.0M
Wealth Enhancement Advisory Services, LLC 1.65% Add +34.5% 3,918,697 $859.7M
Davis Selected Advisers 4.85% Reduce -6.3% 3,807,582 $835.3M
Lone Pine Capital 6.17% Reduce -30.9% 3,789,034 $831.3M
Fifth Third Bancorp 2.99% Add +0.6% 3,751,189 $823.0M
Retirement Systems of Alabama 3.01% Reduce -0.4% 3,696,502 $811.0M
Citadel Advisors 0.75% Add +683.6% 3,666,567 $804.4M
Windacre Partnership LLC 11.47% Reduce -52.7% 3,565,000 $782.1M
Cerity Partners LLC 1.68% Reduce -0.8% 3,612,090 $773.5M
Cibc World Market Inc. 1.77% Add +11.3% 3,514,276 $771.0M
Balyasny Asset Management L.P. 1.82% Add +1048.6% 3,506,564 $769.3M
Whale Rock Capital Management 9.08% Add +21.6% 3,494,020 $766.6M
State of New Jersey Common Pension Fund D 3.07% Add +0.5% 3,464,116 $760.0M
Arrowstreet Capital, Limited Partnership 0.61% Add +173.6% 3,461,573 $759.4M
Third Point 10.31% Reduce -6.8% 3,450,000 $756.9M
Agf Management Ltd. 3.78% Add +1.9% 3,443,910 $755.6M
Westfield Capital Management Co. LP 3.29% Reduce -0.5% 3,442,248 $755.2M
King Luther Capital Management Corp. 3.23% Add +0.3% 3,380,014 $741.5M
Federated Hermes, Inc. 1.61% Add +2.1% 3,348,721 $734.7M
State of Tennessee, Department of Treasury 2.66% Reduce -4.4% 3,339,368 $732.6M
Teacher Retirement System of Texas 2.64% Add +31.3% 3,337,182 $732.1M
Stockbridge Partners LLC 15.44% Reduce -1.4% 3,315,726 $727.4M
AMF Tjanstepension AB 5.15% Add +25.1% 3,305,208 $725.1M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 8.75% Reduce -7.0% 3,300,000 $724.0M
Creative Planning 0.70% Add +5.8% 3,280,141 $719.6M
Calamos Advisors LLC 4.81% Add +0.4% 3,268,873 $717.2M
Harris Associates (Oakmark Funds) 1.17% Reduce -12.4% 3,229,040 $708.4M
Magellan Asset Management Ltd 7.76% Reduce -9.2% 3,219,942 $706.4M
GMO 2.30% Reduce -9.5% 3,216,603 $705.7M
Keybank National Association 2.71% Add +0.4% 3,216,046 $705.6M
Allen Investment Management, LLC 8.11% Reduce -1.7% 3,200,830 $702.2M
KLP Kapitalforvaltning As 3.31% — 3,181,100 $697.9M
State of Michigan Retirement System 3.59% Add +3.3% 3,147,820 $690.6M
Mn Services Vermogensbeheer B.V. 4.65% Add +2.1% 3,143,300 $689.6M
Clear Street LLC 13.56% Add +9.1% 3,115,000 $683.4M
Daiwa Securities Group Inc. 3.03% Add +12.7% 3,064,900 $672.4M
C WorldWide Group Holding A/S 8.18% Reduce -7.8% 3,055,232 $670.3M
Acadian Asset Management LLC 1.91% Reduce -13.7% 3,004,850 $659.2M
UniSuper Management Pty Ltd 4.69% Add +4.7% 2,981,042 $654.0M
Menora Mivtachim Holdings LTD. 4.09% Add +4.4% 2,977,420 $653.2M
Northwestern Mutual Wealth Management Co. 0.55% Add +0.9% 2,975,910 $652.9M
Resona Asset Management Co.,Ltd. 3.84% Reduce -4.5% 2,952,074 $649.6M
Cetera Investment Advisers 1.36% Add +2.3% 2,954,340 $648.2M
MetLife Investment Management, LLC 3.44% Add +1.4% 2,891,410 $634.3M
Osaic Holdings, Inc. 1.41% Add +6.9% 3,076,287 $629.8M
Sarasin & Partners LLP 6.92% Reduce -9.1% 2,857,145 $626.8M
Public Sector Pension Investment Board 2.63% Add +20.4% 2,838,584 $622.8M
CIBC Asset Management Inc 2.04% Add +9.5% 2,838,468 $622.6M
DSM Capital Partners LLC 9.59% Reduce -6.7% 2,830,170 $620.9M
Cibc World Markets Corp. 3.62% Add +18.8% 2,806,921 $615.8M
Scotia Capital Inc. 3.24% Add +6.8% 2,798,898 $614.1M
Montrusco Bolton Investments Inc. 7.43% Reduce -8.7% 2,871,723 $613.8M
Arizona State Retirement System 3.69% Add +2.0% 2,749,949 $603.3M
OMERS ADMINISTRATION Corp 5.20% Add +9.4% 2,710,626 $594.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 3.42% Add +23.1% 2,618,077 $574.4M
BlueSpruce Investments, LP 11.66% Reduce -7.6% 2,614,824 $573.7M
Viking Global Investors 1.86% Reduce -35.5% 2,614,074 $573.5M
Appaloosa 8.87% Reduce -18.8% 2,600,000 $570.4M
Baird Financial Group, Inc. 1.08% Add +4.8% 2,582,158 $566.5M
B. Metzler seel. Sohn & Co. AG 5.74% Reduce -3.9% 2,538,912 $558.0M
Janney Montgomery Scott LLC 1.54% Reduce -0.9% 2,533,640 $555.9M
Ossiam 9.55% Add +17.5% 2,520,472 $553.0M
Forsta Ap-Fonden 3.93% Add +1.0% 2,520,000 $552.9M
Corebridge Financial, Inc. 2.99% Reduce -2.2% 2,519,161 $552.7M
M&T Bank Corp 1.84% Add +3.2% 2,498,517 $548.1M
Carmignac Gestion 8.68% Reduce -9.1% 2,483,863 $545.0M
Zurich Insurance Group Ltd 4.41% Add +22.7% 2,463,926 $540.6M
Tredje AP-fonden 4.84% Add +16.1% 2,459,162 $539.5M
Hudson Bay Capital Management LP 3.88% Reduce -27.1% 2,451,168 $537.8M
Worldquant Millennium Advisors LLC 3.47% Add +127.4% 2,440,216 $535.4M
Caxton Associates LP 16.93% Add +58.1% 2,425,184 $532.1M
Egerton Capital (UK) LLP 6.11% Reduce -21.5% 2,408,143 $528.3M
Cardano Risk Management B.V. 8.09% Reduce -1.4% 2,404,209 $527.5M
TCW Group Inc. 4.38% Add +0.8% 2,376,450 $521.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 4.47% Reduce -0.5% 2,206,832 $519.5M
Mairs & Power Inc. 5.02% Add +0.0% 2,363,488 $518.5M
Cambridge Investment Research Advisors, Inc. 1.73% Add +0.2% 2,359,789 $517.7M
Xponance LLC 4.63% Add +3.2% 2,315,548 $508.0M
Commerce Bank 3.08% Reduce -0.2% 2,275,433 $499.2M
Jacobs Levy Equity Management, Inc. 1.76% Add +22.4% 2,269,091 $497.8M
NorthCoast Asset Management LLC 2.43% Add +23.6% 2,255,089 $494.7M
State Farm Mutual Automobile Insurance Co. 0.45% No change 2,246,620 $492.9M
Altshuler Shaham Ltd 16.54% Add +377.2% 2,219,349 $486.9M
Healthcare of Ontario Pension Plan Trust Fund 1.03% Add +157.7% 2,181,038 $478.5M
Foxhaven Asset Management, LP 12.55% Add +7.5% 2,132,998 $468.0M
Capitolis Liquid Global Markets LLC 4.55% Add +13.3% 2,127,300 $466.7M
Harding Loevner LP 3.12% Reduce -27.7% 2,107,595 $462.4M
Fort Washington Investment Advisors Inc. 2.74% Reduce -1.1% 2,092,476 $459.1M
Man Group plc 1.42% Add +4.8% 2,070,342 $454.2M
DAVENPORT & Co LLC 2.64% Reduce -1.1% 2,044,816 $449.2M
Comerica Bank 1.81% Reduce -3.0% 2,041,355 $447.9M
Markel Group 3.93% No change 2,030,760 $445.5M
Czech National Bank 4.12% Add +6.6% 2,029,097 $445.2M
Candriam S.C.A. 2.58% Add +11.8% 2,023,771 $444.0M
Scge Management, L.P. 8.18% Reduce -11.0% 2,018,000 $442.7M
Captrust Financial Advisors 1.26% Add +9.4% 2,017,114 $442.5M
Bank Pictet & Cie (Europe) AG 9.71% Add +2.8% 2,016,869 $442.5M
Swiss Life Asset Management Ltd 3.26% Add +45.6% 2,015,012 $441.9M
Amalgamated Bank 3.62% Reduce -1.4% 2,008,513 $440.6M
Gilder Gagnon Howe & Co. LLC 4.75% Reduce -3.7% 2,007,120 $440.3M
Brown Brothers Harriman & Co. 3.08% Reduce -0.5% 2,002,629 $439.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 2.72% Reduce -2.1% 1,989,868 $436.6M
JARISLOWSKY, FRASER Ltd 2.55% Reduce -6.0% 2,009,385 $436.0M
Nisa Investment Advisors, LLC 1.68% Add +1.2% 1,969,783 $432.2M
Nissay Asset Management Corp. /Japan 2.63% Reduce -4.0% 1,926,013 $430.9M
MML Investors Services, LLC 1.47% Add +2.2% 1,944,171 $426.5M
Vulcan Value Partners, LLC 7.11% Reduce -15.2% 1,936,676 $424.9M
BSN CAPITAL PARTNERS Ltd 16.60% New 1,900,500 $415.2M
Lazard Freres Gestion S.A.S. 8.31% Add +5.6% 1,890,205 $414.7M
Natixis 2.81% Add +22.5% 1,887,006 $414.0M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.82% Reduce -31.8% 1,878,642 $412.2M
Lord, Abbett & Co. LLC 1.34% Add +27.0% 1,841,846 $404.1M
Pinebridge Investments, L.P. 3.03% Add +1.9% 1,831,514 $401.8M
Federation des caisses Desjardins du Quebec 2.04% Add +17.3% 1,829,575 $401.3M
Gateway Investment Advisers LLC 4.41% Reduce -1.3% 1,806,414 $396.3M
MUFG Securities EMEA plc 7.40% Add +996.5% 1,802,949 $395.5M
Dorsal Capital Management, LP 11.72% Reduce -10.1% 1,775,000 $389.4M
Employees Retirement System of Texas 3.88% Reduce -2.5% 1,767,053 $387.7M
Maverick Capital 6.96% Add +15.3% 1,760,246 $386.2M
IFM Investors Pty Ltd 3.88% Reduce -8.0% 1,739,696 $381.7M
Jefferies Financial Group Inc. 4.38% Add +7597.4% 1,728,903 $379.3M
Bristol John W & Co. Inc. 6.15% Reduce -2.4% 1,707,493 $374.6M
AEGON ASSET MANAGEMENT UK Plc 4.93% Add +40.7% 1,705,880 $374.2M
Polar Capital Holdings Plc 2.08% Add +35.5% 1,684,619 $369.6M
Assetmark, Inc. 1.00% Add +13.3% 1,682,016 $369.0M
LGT Group Foundation 5.67% Add +2.7% 1,668,520 $366.1M
Verition Fund Management LLC 1.90% Add +34.2% 1,667,805 $365.9M
Teachers Retirement System of the State of Kentucky 3.21% Reduce -3.6% 1,667,385 $365.8M
Banque Transatlantique SA 9.30% — 1,760,814 $365.8M
Quilter Plc 7.21% Add +0.9% 1,663,526 $365.0M
Manning & Napier Advisors LLC 4.15% Reduce -15.2% 1,655,571 $363.2M
Stonehage Fleming Financial Services Holdings Ltd 10.15% Reduce -8.9% 1,653,182 $362.7M
LBP Am SA 4.84% Reduce -2.8% 1,633,155 $358.3M
Van Lanschot Kempen Investment Management N.V. 3.54% Reduce -0.9% 1,622,043 $355.9M
W1M Investment Management Ltd 5.64% Add +1.5% 1,612,871 $353.8M
Bridges Investment Management Inc. 4.88% Reduce -1.9% 1,589,671 $348.8M
Vaughan Nelson Investment Management, L.P. 3.22% Reduce -4.5% 1,577,432 $346.1M
Empower Advisory Group, LLC 1.16% Add +2.0% 1,566,136 $343.6M
Banco Bilbao Vizcaya Argentaria, S.A. 3.60% New 1,552,295 $342.1M
Utah Retirement Systems 3.76% Add +1.3% 1,557,265 $341.6M
Mercer Global Advisors Inc. 0.82% New 1,539,753 $338.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 3.41% Reduce -0.7% 1,539,246 $337.7M
First Pacific Advisors, LP 4.85% Reduce -6.2% 1,534,902 $336.7M
Jones Financial Companies LLLP 0.31% Add +40.6% 1,504,944 $330.2M
QRG Capital Management, Inc. 3.39% Add +8.6% 1,500,999 $329.3M
Meritage Group LP 7.77% No change 1,485,984 $326.0M
USS Investment Management Ltd 2.34% New 1,468,129 $322.1M
Phoenix Financial Ltd. 4.37% Add +1.3% 1,459,900 $320.3M
BI Asset Management Fondsmaeglerselskab A/S 3.35% New 1,446,295 $317.3M
Glenmede Trust Co. NA 1.61% Add +1.1% 1,438,368 $315.6M
iA Global Asset Management Inc. 5.53% Add +5.4% 1,437,073 $315.3M
Route One Investment Company, L.P. 12.52% Reduce -6.9% 1,434,800 $314.8M
Guggenheim Capital LLC 2.58% Add +0.1% 1,425,085 $312.6M
TrinityBridge Ltd 8.77% New 1,420,400 $311.6M
Factory Mutual Insurance Co. 3.35% Reduce -5.0% 1,414,024 $310.2M
Ako Capital LLP 4.27% Reduce -5.4% 1,408,315 $309.0M
Marsico Capital Management LLC 8.38% Add +44.3% 1,404,694 $308.2M
Ilmarinen Mutual Pension Insurance Co 2.64% Add +27.2% 1,402,716 $307.7M
Clal Insurance Enterprises Holdings Ltd 2.75% Reduce -13.3% 1,393,158 $305.6M
Milestone Resources Group Ltd 10.03% Add +16.8% 1,382,655 $303.3M
Hyperion Asset Management Ltd 10.03% Reduce -7.7% 1,379,544 $302.7M
Huntington National Bank 2.85% Add +3.5% 1,377,450 $302.2M
Union Bancaire Privee, UBP SA 5.42% — 1,431,941 $301.6M
Danica Pension, Livsforsikringsaktieselskab 5.62% Add +2.1% 1,367,475 $300.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 3.06% Add +4.8% 1,365,522 $299.6M
Police & Firemen's Retirement System of New Jersey 2.91% — 1,365,492 $299.6M
New York Life Investment Management LLC 2.88% Add +7.7% 1,345,690 $295.2M
Varma Mutual Pension Insurance Co 2.21% Reduce -22.3% 1,325,416 $290.8M
Pathstone Holdings, LLC 1.28% Add +0.5% 1,316,860 $289.2M
Atalanta Sosnoff Capital, LLC 6.16% Add +3.8% 1,290,659 $283.2M
Ieq Capital, LLC 2.73% Add +3.0% 1,287,842 $282.5M
Cwm, LLC 1.17% Add +3.9% 1,287,680 $282.5M
First Manhattan Co. Llc. 0.83% Reduce -0.1% 1,283,109 $281.5M
Van Eck Associates Corp. 0.36% Reduce -4.3% 1,270,535 $278.7M
Kestra Advisory Services, LLC 1.52% Reduce -3.1% 1,264,608 $277.4M
State of Alaska, Department of Revenue 3.08% Reduce -3.2% 1,258,008 $276.0M
NewEdge Advisors, LLC 1.64% Add +5.5% 1,247,668 $273.7M
Zevenbergen Capital Investments LLC 5.57% Reduce -8.5% 1,246,016 $273.4M
Comgest Global Investors S.A.S. 4.45% Add +5.2% 1,237,159 $271.4M
Evercore Wealth Management, LLC 4.01% Reduce -0.1% 1,220,590 $267.8M
Rafferty Asset Management, LLC 0.94% Add +14.2% 1,215,571 $266.7M
Navera Investment Management Ltd. 4.75% Reduce -0.7% 1,210,611 $265.6M
Squarepoint Ops LLC 0.69% Add +92.4% 1,210,492 $265.6M
Two Sigma Investments, LP 0.64% Add +7557.6% 1,202,242 $263.8M
Voyager Global Management LP 10.51% Reduce -12.7% 1,200,000 $263.3M
Castle Hook Partners LP 5.53% New 1,184,425 $259.9M
Steward Partners Investment Advisory, LLC 2.29% Add +0.5% 1,178,912 $258.6M
Artemis Investment Management LLP 3.65% Add +4.7% 1,168,573 $256.4M
Yousif Capital Management, LLC 2.83% Reduce -3.1% 1,166,009 $255.8M
Mutual of America Capital Management LLC 2.71% Reduce -2.6% 1,149,762 $252.2M
Tidal Investments LLC 2.04% Add +12.0% 1,133,581 $248.7M
CCLA Investment Management 3.94% Add +2.2% 1,133,229 $248.6M
Unisphere Establishment 2.16% Add +9.8% 1,131,100 $248.2M
Evelyn Partners Investment Management LLP 8.05% — 1,130,120 $247.9M
Quantinno Capital Management LP 2.43% Add +36.7% 1,126,516 $247.1M
Jane Street Group, LLC 0.40% Reduce -65.8% 1,118,781 $245.4M
Whittier Trust Co. 3.20% Add +1.4% 1,107,513 $243.0M
Williams Jones Wealth Management, LLC. 2.90% Reduce -1.3% 1,095,772 $240.4M
Intech Investment Management LLC 2.31% Reduce -25.9% 1,086,496 $238.4M
Aware Super Pty Ltd as trustee of Aware Super 3.79% — 1,083,729 $237.8M
Groupe la Francaise 5.88% — 1,079,605 $237.5M
Border to Coast Pensions Partnership Ltd 4.65% Add +2.3% 1,081,859 $237.2M
Baron Capital (BAMCO) 0.61% Reduce -1.4% 1,080,063 $237.0M
Migdal Insurance & Financial Holdings Ltd. 3.40% No change 1,079,900 $236.9M
TD Waterhouse Canada Inc. 1.90% Add +5.2% 1,073,198 $235.4M
Douglass Winthrop Advisors, LLC 4.58% Add +1.9% 1,071,891 $235.2M
DJE Kapital AG 5.49% — 1,067,438 $234.3M
E. Ohman J:or Asset Management AB 5.46% Add +1.0% 1,067,335 $234.2M
EP Wealth Advisors, LLC 1.91% Reduce -4.0% 1,064,585 $233.6M
GF Fund Management Co. LTD. 5.05% — 1,064,341 $233.5M
DF Dent & Co. Inc. 2.94% Reduce -0.7% 1,057,412 $232.0M
Zacks Investment Management 2.15% Add +2.6% 1,056,763 $231.8M
Vanguard Personalized Indexing Management, LLC 3.47% Add +8.2% 1,047,519 $229.8M
Performance Wealth Partners, LLC 7.31% Reduce -0.4% 1,036,910 $227.5M
Lido Advisors, LLC 1.43% Add +15.8% 1,035,742 $227.2M
Everett Harris & Co. 2.88% Add +1.5% 1,035,659 $227.2M
Pamplona Capital Management, LLC 32.14% — 1,030,168 $226.0M
Epoch Investment Partners, Inc. 1.10% Reduce -5.6% 1,030,128 $226.0M
MAI Capital Management 1.68% Add +7.8% 1,025,962 $225.1M
Mediolanum International Funds Ltd 2.92% Add +36.8% 1,018,962 $224.9M
Abn Amro Investment Solutions 4.18% Reduce -2.5% 1,018,041 $223.3M
Fisher Funds Management LTD 5.37% — 1,009,597 $222.7M
Argent Capital Management LLC 6.22% Reduce -1.7% 1,004,835 $220.5M
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 12.08% No change 1,000,000 $219.4M
Styrax Capital, LP 18.56% Add +0.5% 997,881 $218.9M
Private Advisor Group, LLC 1.23% Add +1.7% 994,705 $218.2M
Voloridge Investment Management, LLC 0.77% Add +233.1% 992,700 $217.8M
Rokos Capital Management LLP 4.86% Reduce -15.3% 987,528 $216.7M
Wealthfront Advisers LLC 0.63% Add +7.5% 983,249 $215.7M
AE Wealth Management LLC 1.83% Add +3.2% 980,657 $215.1M
Cullen/Frost Bankers, Inc. 2.93% Reduce -0.6% 976,567 $214.2M
Kensico Capital Management Corp. 4.89% Reduce -6.7% 974,700 $213.8M
Pacer Advisors, Inc. 0.48% Add +8.1% 967,528 $212.3M
Moore Capital Management, LP 4.28% Add +387.9% 966,455 $212.0M
Achmea Investment Management B.V. 3.44% Reduce -1.8% 952,333 $208.9M
Banco Santander, S.A. 2.50% Reduce -2.9% 947,436 $207.9M
Crestwood Advisors Group, LLC 3.88% Add +2.3% 942,338 $206.7M
Nomura Holdings Inc. 1.10% Add +27.9% 940,432 $206.3M
Sequoia Financial Advisors, LLC 1.98% Reduce -14.7% 938,250 $205.8M
Eminence Capital, LP 3.12% Reduce -12.8% 930,824 $204.2M
Alphinity Investment Management Pty Ltd 1.11% Add +23.9% 929,263 $203.9M
Congress Asset Management Co. 1.37% Add +0.1% 927,034 $203.4M
O'shaughnessy Asset Management, LLC 1.72% Add +18.9% 922,794 $202.5M
Bridgewater Associates 0.93% Reduce -34.8% 919,786 $201.8M
Townsquare Capital LLC 2.27% Reduce -8.5% 917,126 $201.2M
Investment Management Corp of Ontario 6.64% Add +6.8% 916,487 $201.1M
Capital Group Private Client Services, Inc. 1.83% Add +22.9% 905,856 $198.7M
ARK Investment Management 1.64% Add +156.6% 895,085 $196.4M
Anomaly Capital Management, LP 5.80% Reduce -11.6% 894,728 $196.3M
Mizuho Securities USA LLC 3.55% Add +46.4% 886,960 $194.6M
J. Safra Sarasin Holding AG 3.30% Add +0.7% 886,782 $194.6M
Avanza Fonder AB 5.77% — 885,700 $194.3M
Financial Counselors Inc. 2.82% Add +0.9% 881,980 $193.5M
Altimeter Capital Management 3.45% Reduce -3.4% 871,225 $191.1M
Elo Mutual Pension Insurance Co 4.06% Reduce -2.2% 870,821 $191.0M
Ruffer LLP 6.88% Add +8.9% 868,184 $190.5M
Yarbrough Capital, LLC 7.29% Add +0.2% 865,027 $189.8M
Jupiter Asset Management Ltd. 1.83% Reduce -6.0% 854,846 $187.5M
Theleme Partners LLP 12.50% Add +28.8% 850,000 $186.5M
Regions Financial Corp. 1.37% Reduce -0.6% 847,700 $186.0M
ING Groep NV 1.25% Reduce -75.8% 846,163 $185.6M
Johnson Investment Counsel Inc. 1.80% Add +6.2% 842,884 $184.9M
Steadfast Capital Management LP 3.89% Add +5.1% 836,700 $183.6M
Oppenheimer Asset Management Inc. 2.23% Reduce -10.2% 836,093 $183.4M
Nicholas Company, Inc. 2.96% Reduce -0.0% 833,275 $182.8M
Advisors Asset Management, Inc. 3.37% Add +1.0% 832,986 $182.7M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 7.07% Add +3.6% 827,439 $181.5M
Strategy Capital LLC 14.76% Reduce -3.3% 826,844 $181.4M
Burgundy Asset Management Ltd. 1.83% Reduce -9.3% 826,001 $181.2M
Avala Global LP 11.27% Add +6.1% 825,203 $181.0M
Bradley Foster & Sargent Inc. 3.03% Add +2.2% 822,155 $180.4M
Nellore Capital Management LLC 23.51% Reduce -6.1% 820,000 $179.9M
Munro Partners 6.25% Reduce -22.2% 819,582 $179.8M
Kinetic Partners Management, LP 11.81% Reduce -25.3% 817,352 $179.3M
Fullerton Fund Management Co Ltd. 6.26% Add +120.5% 816,334 $179.1M
Louisiana State Employees Retirement System 3.37% Reduce -2.4% 815,500 $178.9M
Groupama Asset Managment 3.73% Add +5.7% 808,035 $178.8M
Tocqueville Asset Management L.P. 2.78% Reduce -0.1% 806,947 $177.0M
HM Payson & Co. 3.00% Add +2.8% 806,801 $177.0M
Bartlett & Co. Wealth Management LLC 2.56% Add +1.6% 803,526 $176.3M
Polar Asset Management Partners Inc. 3.43% New 803,500 $176.3M
Connor, Clark & Lunn Investment Management Ltd. 0.80% Add +74.3% 803,333 $176.2M
Pinnacle Financial Partners Inc 3.57% Reduce -0.7% 885,144 $176.1M
Oregon Public Employees Retirement Fund 3.24% Add +0.3% 802,308 $176.0M
Public Investment Fund 0.91% Add +134.3% 799,215 $175.3M
Amova Asset Management Americas, Inc. 1.90% Add +59.7% 798,063 $175.0M
Tiaa Trust, National Association 0.53% Add +0.1% 794,980 $174.4M
Trivest Advisors Ltd 7.87% Add +46.8% 790,000 $173.3M
NEOS Investment Management LLC 4.01% Add +30.5% 776,658 $170.4M
Cresset Asset Management, LLC 0.82% Reduce -50.2% 773,261 $169.6M
Standard Investments LLC 9.36% Reduce -51.6% 765,000 $167.8M
Shelton Capital Management 4.17% Add +6.1% 762,963 $167.4M
UMB Bank, n.a. 2.60% Reduce -1.4% 750,587 $164.7M
Prudential PLC 0.83% Reduce -4.6% 750,549 $164.7M
Torno Capital, LLC 32.50% New 750,000 $164.5M
Alberta Investment Management Corp 1.14% Add +44.5% 742,860 $163.0M
Madison Asset Management, LLC 1.83% Reduce -0.8% 741,418 $162.7M
Madison Investment Advisors, LLC 1.83% — 741,418 $162.7M
Eastern Bank 3.01% Reduce -1.1% 739,240 $162.2M
Gulf International Bank (UK) Ltd 4.08% Reduce -0.4% 736,633 $161.6M
Silvant Capital Management LLC 6.63% Add +4.0% 728,045 $159.7M
Tower Research Capital LLC (TRC) 3.13% Add +142.0% 719,552 $157.9M
Bollard Group LLC 4.35% Reduce -6.7% 715,672 $157.0M
Cercano Management LLC 3.94% Add +5.0% 705,129 $154.7M
Chicago Capital, LLC 4.09% Add +0.1% 703,411 $154.3M
Peregrine Capital Management LLC 4.56% Reduce -6.5% 702,946 $154.2M
Capital Advisors Inc. 3.02% Add +1.2% 690,864 $151.6M
Avantax Advisory Services, Inc. 0.95% Add +3.4% 689,633 $151.3M
Kestra Private Wealth Services, LLC 2.56% Add +0.7% 685,864 $150.5M
Qube Research & Technologies Ltd 0.25% Add +744.0% 684,695 $150.2M
Riverbridge Partners LLC 2.05% Reduce -3.5% 683,575 $150.0M
KADENSA CAPITAL Ltd 18.14% New 681,000 $149.4M
Atreides Management 4.69% Reduce -26.9% 680,737 $149.3M
Woodline Partners LP 0.99% Add +28987.5% 667,848 $146.5M
D.A. Davidson & Co. 1.19% Add +2.4% 667,557 $146.5M
M&G PLC 0.93% Add +10.9% 667,267 $146.1M
Ethic Inc. 2.92% Add +15.3% 658,824 $144.5M
Gabelli Funds LLC 1.09% Reduce -0.9% 652,831 $143.2M
Illinois Municipal Retirement Fund 2.03% Add +2.6% 652,390 $143.1M
Crake Asset Management LLP 15.33% Reduce -32.9% 647,500 $142.1M
Sterling Capital Management LLC 1.94% Add +0.4% 643,604 $141.2M
ANTIPODES PARTNERS Ltd 4.90% Reduce -35.6% 642,918 $141.1M
Kentucky Retirement Systems 4.15% Reduce -1.4% 641,907 $140.8M
Employees Provident Fund Board 1.74% Reduce -26.2% 640,000 $140.4M
Clark Capital Management Group, Inc. 0.97% Add +27.7% 634,276 $139.2M
Envestnet Portfolio Solutions, Inc. 0.45% Add +10.0% 632,355 $138.7M
James Hambro & Partners LLP 5.45% Add +2.4% 629,607 $138.1M
Greenbrier Partners Capital Management, LLC 9.99% No change 628,178 $137.8M
Edmond DE Rothschild Holding S.A. 2.34% Reduce -8.0% 624,211 $136.9M
Exchange Traded Concepts, LLC 2.77% Add +66.5% 620,457 $136.1M
Fiduciary Trust Co 1.80% Add +1.6% 620,250 $136.1M
Locust Wood Capital Advisers, LLC 5.02% Reduce -0.2% 619,342 $135.9M
Oppenheimer & Co. Inc. 2.01% Reduce -0.4% 614,399 $134.8M
Badgley Phelps Wealth Managers, LLC 3.13% Reduce -1.6% 611,886 $134.2M
Patient Capital Management, LLC 6.17% Reduce -2.5% 609,896 $133.8M
Fernbridge Capital Management LP 7.01% Reduce -6.5% 609,762 $133.8M
Davis R M Inc. 2.60% Add +1.1% 606,571 $133.1M
Meitav Investment House Ltd. 2.24% Reduce -27.9% 606,068 $132.9M
South Dakota Investment Council 2.64% Reduce -3.8% 603,873 $132.5M
Railway Pension Investments Ltd 1.76% Reduce -5.5% 603,500 $132.4M
Atria Wealth Solutions, Inc. 1.45% Reduce -9.3% 601,241 $131.9M
Handelsbanken Fonder AB 0.50% Add +15.2% 600,200 $131.7M
Barton Investment Management 13.93% Reduce -0.9% 598,826 $131.4M
Hantz Financial Services, Inc. 2.28% Reduce -17.0% 597,824 $131.2M
Marathon Asset Management Ltd 3.66% Reduce -1.2% 597,744 $131.1M
Stonegate Investment Group, LLC 3.50% Add +11.1% 597,098 $131.0M
Ferguson Wellman Capital Management, Inc. 2.49% Add +1.1% 595,067 $130.6M
Country Trust Bank 3.25% Reduce -6.6% 592,407 $130.0M
Independent Advisor Alliance 1.72% Add +6.5% 592,295 $129.9M
Hoey Investments, Inc. 22.10% Add +3.8% 592,082 $129.9M
Aptus Capital Advisors, LLC 1.54% Add +27.7% 591,497 $129.8M
Stratos Wealth Partners, LTD. 1.84% Add +0.1% 588,341 $129.1M
Glenview Trust Co 2.41% Add +3.4% 585,909 $128.5M
Scopus Asset Management, L.P. 4.71% Add +14.1% 582,000 $127.7M
Harel Insurance Investments & Financial Services Ltd. 2.09% Reduce -0.4% 581,765 $127.6M
Whittier Trust Co. of Nevada Inc. 3.13% Add +3.0% 581,687 $127.6M
Hartford Investment Management Co. 4.16% Reduce -1.6% 578,269 $126.9M
Adams Diversified Equity Fund, Inc. 4.79% Reduce -4.6% 576,800 $126.5M
Oak Associates Ltd. 8.64% Reduce -3.8% 571,118 $125.3M
Traynor Capital Management, Inc. 9.70% Reduce -1.6% 570,327 $125.1M
McDonald Capital Investors Inc. 7.84% Reduce -1.1% 568,823 $124.8M
Vident Advisory, LLC 2.19% Add +69.7% 568,073 $124.6M
Alyeska Investment Group, L.P. 0.47% Reduce -56.8% 567,287 $124.5M
Atria Investments, Inc 1.55% Reduce -4.8% 566,007 $124.2M
Corvex Management LP 4.51% Add +9.2% 565,029 $124.0M
Castleark Management LLC 4.29% Add +1.8% 560,195 $122.9M
Beacon Pointe Advisors, LLC 1.35% Reduce -3.4% 555,629 $121.9M
Kayne Anderson Rudnick Investment Management LLC 0.28% Reduce -2.9% 555,035 $121.8M
Northeast Investment Management 5.40% Reduce -0.6% 554,528 $121.7M
Cohen Klingenstein LLC 4.16% Reduce -9.1% 553,705 $121.5M
Soma Equity Partners LP 6.70% Reduce -10.9% 553,086 $121.3M
Birch Hill Investment Advisors LLC 5.63% Reduce -1.3% 551,766 $121.1M
Busey Bank 3.97% Add +0.8% 550,726 $120.8M
Crow's Nest Holdings LP 25.46% Reduce -19.1% 550,000 $120.7M
Caption Management, LLC 4.99% New 550,000 $120.7M
Cannell & Spears LLC 2.47% Reduce -8.7% 548,552 $120.3M
Contour Asset Management LLC 3.47% Reduce -25.1% 547,000 $120.0M
United Capital Financial Advisors, LLC 1.01% Add +1.3% 546,334 $119.9M
Sapient Capital LLC 2.28% Add +0.2% 544,435 $119.4M
BLI - Banque de Luxembourg Investments 3.21% — 533,680 $118.0M
Advisory Services Network, LLC 2.20% Add +5.1% 537,622 $117.9M
Metis Global Partners, LLC 3.55% Add +2.4% 537,409 $117.9M
Prime Capital Investment Advisors, LLC 1.71% Add +2.1% 536,932 $117.8M
ValueAct Capital 2.68% New 536,900 $117.8M
&partners 1.41% Add +52.1% 524,816 $117.4M
Flputnam Investment Management Co. 2.14% Reduce -0.9% 534,170 $117.2M
Pinnacle Associates Ltd. 1.58% Add +5.5% 530,664 $116.4M
Triple Frond Partners LLC 15.05% Reduce -11.2% 529,991 $116.3M
Allianz SE 3.02% Add +1.0% 526,151 $116.1M
Wolverine Trading, LLC 2.60% Add +9.5% 522,777 $115.7M
Capital International, Inc. 1.36% Add +29.1% 526,178 $115.4M
Peapack Gladstone Financial Corp. 1.67% Reduce -2.1% 524,374 $115.0M
Harvest Fund Management Co., Ltd 5.32% Add +42.4% 523,318 $114.8M
Welch & Forbes LLC 1.47% Add +0.1% 521,467 $114.4M
Senator Investment Group LP 3.35% Reduce -4.6% 520,000 $114.1M
PGGM Investments 1.50% Add +6.3% 515,189 $113.0M
Tudor Investment Corporation 1.20% Add +219.2% 514,681 $112.9M
Cypress Funds LLC 15.11% Reduce -9.6% 512,032 $112.3M
Nippon Life Global Investors Americas, Inc. 5.17% Reduce -10.4% 511,480 $112.2M
Associated Banc-Corp 3.38% Reduce -2.7% 511,376 $112.2M
Select Equity Group, L.P. 0.45% Add +5.8% 508,307 $111.5M
Maryland State Retirement & Pension System 2.40% Reduce -5.0% 507,378 $111.3M
Greenleaf Trust 1.01% Add +0.3% 506,707 $111.2M
Securian Asset Management, Inc. 3.21% Reduce -2.6% 502,972 $110.3M
BNP Paribas 1.52% Add +0.8% 459,904 $109.8M
CloudAlpha Capital Management Limited/Hong Kong 22.84% Add +0.8% 500,246 $109.7M
Kingsview Wealth Management, LLC 2.12% Add +3.9% 495,631 $108.7M
Candlestick Capital Management LP 3.90% New 494,356 $108.5M
Summitry LLC 5.32% Reduce -0.7% 493,597 $108.3M
Braun Stacey Associates Inc. 4.02% Reduce -0.4% 491,097 $107.7M
Walleye Capital LLC 1.14% Add +39.1% 490,667 $107.6M
SRB Corp. 6.17% No change 490,272 $107.6M
Alpha Cubed Investments, LLC 4.92% Add +1.0% 489,812 $107.5M
Erste Asset Management GmbH 1.32% Add +6.2% 536,655 $107.4M
Bokf, NA 1.81% Add +0.7% 489,650 $107.2M
Profund Advisors LLC 3.91% Add +13.7% 488,577 $107.2M
ABN AMRO Bank N.V. 1.45% Add +1.9% 492,969 $107.1M
Cornerstone Advisors, LLC 4.27% Add +0.5% 487,900 $107.0M
Stephens Inc. 1.50% Add +0.5% 486,973 $106.8M
Motley Fool Asset Management LLC 5.54% Add +10.2% 484,580 $106.3M
Gradient Investments LLC 2.15% Add +9.5% 483,943 $106.2M
Vinva Investment Management Ltd 4.02% Add +9.4% 477,232 $105.6M
Aristotle Atlantic Partners, LLC 3.32% Reduce -6.1% 481,350 $105.6M
Keystone Investors Pte Ltd. 7.37% Add +183.0% 481,238 $105.6M
Curi Capital, LLC 2.43% Add +3.8% 481,160 $105.6M
Salem Investment Counselors Inc. 3.45% Reduce -1.6% 480,154 $105.3M
Advisors Capital Management, LLC 1.66% Add +8.0% 479,782 $105.3M
Crossmark Global Holdings, Inc. 1.94% Reduce -16.4% 479,744 $105.3M
Tokio Marine Asset Management Co. Ltd. 3.71% Add +3.0% 475,741 $104.4M
Mane Global Capital Management LP 4.77% New 475,001 $104.2M
Daiichi Life Insurance Co., Ltd. 2.88% Add +21.2% 474,616 $104.1M
MassMutual Private Wealth & Trust, FSB 2.91% Add +0.8% 473,274 $103.8M
Norinchukin Bank, The 2.19% Add +8.7% 473,052 $103.8M
Forest Avenue Capital Management LP 9.73% New 471,984 $103.5M
Covea Finance 4.65% Reduce -5.0% 470,398 $103.2M
Maplelane Capital, LLC 11.19% Reduce -20.4% 469,918 $103.1M
Alta Capital Management LLC/ 6.12% Reduce -2.9% 468,343 $102.7M
Motley Fool Wealth Management, LLC 5.29% Reduce -16.5% 468,790 $102.6M
Newbrook Capital Advisors LP 12.96% Add +3.3% 460,676 $101.1M
I.G.Y. Ltd 42.06% No change 460,143 $101.0M
NS Partners Ltd 4.15% Reduce -1.2% 457,837 $100.4M
Hancock Whitney Corp. 3.18% Add +5.7% 457,440 $100.4M
Citizens Financial Group Inc. 1.95% Add +6.8% 455,778 $100.0M
OVERSEA-CHINESE BANKING Corp Ltd 2.85% Reduce -20.7% 453,780 $99.7M
Brookstone Capital Management 1.44% Reduce -1.4% 451,963 $99.2M
Fishman Jay A Ltd. 9.30% Reduce -0.1% 451,851 $99.1M
Davidson Investment Advisors 4.81% Reduce -5.8% 451,710 $99.1M
Fiera Capital Corp 0.31% Add +12.2% 450,113 $98.8M
Schonfeld Strategic Advisors LLC 0.62% Add +169.9% 449,825 $98.7M
Wedbush Securities Inc. 3.52% Reduce -0.1% 449,490 $98.6M
Choate Investment Advisors 2.37% Add +5.8% 449,192 $98.6M
New Mexico Educational Retirement Board 3.30% No change 447,800 $98.2M
Barr E S & Co. 5.81% Reduce -0.1% 447,545 $98.2M
Capital International Sarl 2.25% Add +44.0% 444,934 $97.6M
Bowie Capital Management, LLC 5.16% Reduce -4.8% 443,663 $97.3M
Perpetual Ltd 1.14% Reduce -4.1% 443,496 $97.3M
Shell Asset Management Co. 4.24% Add +0.7% 442,873 $97.2M
Hosking Partners LLP 3.77% Reduce -6.8% 439,417 $96.4M
Integrated Wealth Concepts LLC 1.12% Add +17.3% 438,990 $96.3M
Carnegie Investment Counsel 2.76% Add +0.1% 438,631 $96.2M
SBI Securities Co., Ltd. 2.95% — 436,962 $95.9M
Equitable Holdings, Inc. 0.91% Add +7.8% 436,800 $95.8M
Perigon Wealth Management, LLC 2.36% Add +0.4% 434,008 $95.8M
Samlyn Capital, LLC 1.51% Reduce -16.0% 430,324 $94.4M
Auto-Owners Insurance Co 2.13% Add +19.0% 426,300 $93.5M
Chilton Capital Management LLC 3.92% Reduce -3.3% 424,566 $93.1M
WASHINGTON TRUST Co 3.33% Reduce -2.1% 422,876 $92.8M
Great Lakes Advisors, LLC 0.79% Reduce -2.6% 419,665 $92.1M
Windward Capital Management Co. 7.01% Reduce -1.5% 418,169 $91.7M
Verus Capital Partners, LLC 8.77% Add +3.7% 418,098 $91.7M
Mesirow Financial Investment Management, Inc. 1.82% Add +0.2% 417,887 $91.7M
HB Wealth Management, LLC 0.94% Add +9.8% 416,865 $91.5M
Commerzbank Aktiengesellschaft 2.19% Reduce -48.0% 414,945 $91.0M
OAKMONT Corp 15.88% Add +2.2% 413,984 $90.8M
Triglav Investments, D.O.O. 7.14% — 413,761 $90.8M
XN LP 3.97% Reduce -36.8% 413,373 $90.7M
Savoie Capital LLC 10.80% No change 413,215 $90.7M
Insight Holdings Group, LLC 5.82% No change 409,900 $89.9M
D1 Capital Partners 1.49% Reduce -66.2% 409,234 $89.8M
Palestra Capital Management LLC 2.46% Reduce -28.9% 408,896 $89.7M
Dakota Wealth Management 2.06% Reduce -2.5% 408,543 $89.6M
Avenir Corp. 9.13% Reduce -3.4% 406,500 $89.2M
Bronte Capital Management Pty Ltd. 6.96% Reduce -10.3% 342,812 $88.2M
Klingenstein Fields & Co. LP 3.55% Reduce -0.9% 401,507 $88.1M
Ami Asset Management Corp. 4.66% Reduce -2.5% 398,345 $87.4M
Synovus Financial Corp. 1.11% Reduce -2.1% 397,592 $87.2M
Berkley W R Corp. 4.93% Add +89.7% 397,500 $87.2M
Freestone Capital Holdings, LLC 3.00% Add +0.5% 395,885 $86.9M
Manchester Global Management (UK) Ltd 11.41% Add +35.2% 394,548 $86.6M
Contrarius Group Holdings Ltd 5.28% — 392,666 $86.1M
Gladstone Capital Management LLP 7.13% Add +58465.5% 390,046 $85.6M
Meeder Asset Management Inc. 5.89% Add +2.3% 386,896 $84.9M
Cookson Peirce & Co. Inc. 3.83% Add +3.3% 385,019 $84.5M
Stock Yards Bank & Trust Co. 2.89% Reduce -0.7% 383,501 $84.1M
Parallel Advisors, LLC 1.89% Add +1.6% 381,606 $83.7M
Dock Street Asset Management Inc. 9.95% Add +2.5% 378,621 $83.1M
Old National Bancorp 1.96% Reduce -0.1% 377,698 $82.9M
Apollon Wealth Management, LLC 1.91% Add +12.1% 377,583 $82.8M
Junto Capital Management LP 1.64% Add +194.4% 374,734 $82.2M
Avalon Trust Co 5.84% Reduce -0.1% 374,154 $82.1M
TOMS Capital Investment Management LP 9.57% New 374,000 $82.1M
Generali Asset Management SPA SGR 2.10% — 373,908 $82.0M
Spire Wealth Management 2.55% Add +5.6% 373,585 $82.0M
Choreo, LLC 1.17% Reduce -3.2% 370,191 $81.7M
Thomasville National Bank 5.86% Add +0.7% 371,246 $81.4M
Davidson Kempner Capital Management LP 2.17% New 370,000 $81.2M
Coldstream Capital Management Inc. 1.73% Add +2.1% 369,507 $81.1M
First Foundation Advisors 3.05% Reduce -0.7% 368,933 $80.9M
SteelPeak Wealth, LLC 3.35% Add +1.1% 367,902 $80.7M
Itau Unibanco Holding S.A. 2.52% Add +25.9% 365,875 $80.6M
Prospera Financial Services Inc 1.87% Add +11.4% 366,509 $80.4M
Silvercrest Asset Management Group LLC 0.54% Add +65.9% 365,534 $80.2M
United American Securities Inc. (d/b/a UAS Asset Management) 19.18% Reduce -4.5% 362,508 $79.5M
Aureus Asset Management, LLC 5.13% Reduce -1.2% 362,185 $79.5M
Maple Capital Management, Inc. 5.85% Add +1.8% 362,054 $79.4M
Greenlea Lane Capital Management, LLC 23.82% Reduce -3.8% 360,065 $79.0M
Vestor Capital, LLC 6.02% Add +9.9% 359,561 $78.9M
Strategic Wealth Investment Group, LLC 4.34% Add +591.5% 1,431,877 $78.6M
Logan Capital Management Inc. 3.29% Reduce -6.4% 357,260 $78.4M
J. Stern & Co. LLP 7.38% Reduce -5.4% 356,971 $78.3M
Howard Capital Management Group, LLC 5.35% Reduce -0.0% 356,427 $78.2M
Teewinot Capital Advisers, L.L.C. 7.98% Reduce -30.6% 356,355 $78.2M
TPG GP A, LLC 1.25% Reduce -7.3% 353,399 $77.5M
Signature Estate & Investment Advisors LLC 1.94% Add +1.9% 352,679 $77.4M
Allworth Financial LP 0.43% Add +10.5% 329,000 $77.3M
Baader Bank Aktiengesellschaft 7.11% Reduce -4.0% 352,319 $77.3M
SVB Wealth LLC 1.44% New 352,133 $77.3M
Ycg, LLC 6.14% Reduce -0.3% 351,914 $77.2M
Montanova Capital, LLC 2.85% Reduce -0.2% 351,281 $77.1M
Baldwin Wealth Partners LLC 5.32% Add +0.2% 351,215 $77.1M
Mar Vista Investment Partners LLC 5.28% Reduce -5.0% 351,174 $77.0M
Formuepleje A/S 4.15% Reduce -11.6% 350,989 $77.0M
Rit Capital Partners PLC 18.80% No change 350,500 $76.9M
Cable Car Capital, LP 5.87% New 350,000 $76.8M
Gotham Asset Management 0.73% Reduce -4.5% 349,691 $76.7M
Investment House LLC 4.17% Add +5.0% 349,206 $76.6M
Empire Life Investments Inc. 4.78% Add +12.3% 346,924 $76.1M
Osterweis Capital Management Inc. 4.64% Reduce -3.1% 345,741 $75.9M
Ironvine Capital Partners, LLC 8.13% Reduce -1.3% 345,588 $75.8M
Mogy Joel R Investment Counsel Inc. 4.50% Add +0.1% 345,480 $75.8M
Oak Ridge Investments LLC 5.93% Add +13.1% 344,705 $75.6M
Snowden Capital Advisors LLC 2.37% Reduce -3.5% 343,796 $75.4M
HighPoint Advisor Group LLC 4.08% Add +2.7% 324,285 $75.1M
MMBG Investment Advisors Co. 7.94% Reduce -7.8% 340,990 $74.8M
KCM Investment Advisors LLC 2.59% Add +1.3% 340,893 $74.8M
Raiffeisen Bank International AG 1.13% — 338,778 $74.7M
Livforsakringsbolaget Skandia, Omsesidigt 3.94% Reduce -5.9% 339,550 $74.5M
Community Trust & Investment Co. 4.59% Add +0.8% 338,172 $74.2M
F/m Investments LLC 2.73% Reduce -17.9% 337,745 $74.1M
Wesbanco Bank Inc. 2.53% Reduce -8.4% 337,424 $74.0M
OneDigital Investment Advisors LLC 0.86% Reduce -9.5% 337,142 $74.0M
WT Asset Management Ltd 8.22% Add +2303.8% 336,528 $73.8M
Lionstone Capital Management LLC 18.78% No change 334,500 $73.4M
Sigma Planning Corp 2.30% Reduce -6.6% 334,488 $73.4M
Clearstead Advisors, LLC 1.11% Add +0.4% 333,529 $73.2M
Glenview Capital Management, LLC 1.85% Reduce -29.9% 333,325 $73.1M
Discovery Capital Management, LLC / CT 5.05% Add +30.8% 333,300 $73.1M
Soros Fund Management 1.84% Add +18.6% 332,201 $72.9M
Independent Financial Group, LLC 2.42% Add +4.5% 332,054 $72.8M
Bowen Hanes & Co. Inc. 1.95% Add +8.4% 331,357 $72.7M
CENTRAL TRUST Co 1.78% Reduce -7.0% 330,757 $72.6M
Iron Gate Global Advisors LLC 10.22% Add +1.3% 330,235 $72.5M
Meiji Yasuda Asset Management Co Ltd. 2.75% Add +3.8% 329,362 $72.3M
B. Riley Wealth Advisors, Inc. 2.36% Reduce -18.8% 328,806 $72.1M
Tran Capital Management, L.P. 8.18% Reduce -4.5% 328,681 $72.1M
Duquesne Family Office 2.03% New 328,400 $72.0M
Heritage Investors Management Corp. 2.32% Add +0.2% 328,009 $72.0M
Criteria Caixa, S.A.U. 10.29% No change 327,723 $71.9M
Oriental Harbor Investment Master Fund 7.21% No change 327,145 $71.8M
Great Valley Advisor Group, Inc. 1.60% Reduce -3.0% 326,044 $71.5M
Laird Norton Wetherby Wealth Management, LLC 3.43% Reduce -6.2% 326,038 $71.5M
Meyer Handelman Co. 2.47% Reduce -1.0% 326,009 $71.5M
Think Investments LP 15.70% No change 325,275 $71.4M
Henshaw Capital LLC 2.95% No change 323,174 $70.9M
Park Avenue Securities LLC 0.73% Add +18.3% 322,381 $70.7M
Focus Financial Network, Inc. 2.81% Add +1.9% 322,140 $70.7M
Daymark Wealth Partners, LLC 2.98% Reduce -22.3% 321,591 $70.6M
Meridian Wealth Management, LLC 3.34% Add +2.0% 320,866 $70.4M
Empirical Finance, LLC 4.06% Reduce -1.1% 319,712 $70.1M
Staley Capital Advisers Inc. 3.10% Add +0.3% 318,345 $69.8M
Destination Wealth Management 2.18% Reduce -2.7% 318,183 $69.8M
Sculptor Capital LP 1.66% Reduce -66.1% 318,111 $69.8M
Quantitative Investment Management, LLC 5.23% Add +275.8% 318,028 $69.8M
Florida Trust Wealth Management Co 2.23% Add +1.0% 317,835 $69.7M
Segall Bryant & Hamill, LLC 0.96% Add +14.3% 317,114 $69.6M
Tikvah Management LLC 19.45% No change 317,080 $69.6M
Savant Capital, LLC 0.55% Add +5.0% 316,376 $69.4M
Marex Group Ltd 1.18% Add +404.9% 315,967 $69.3M
LMCG Investments, LLC 4.25% Reduce -3.7% 315,920 $69.3M
Trust Co. of Vermont 3.37% Add +0.3% 315,793 $69.3M
NewEdge Wealth, LLC 1.20% Add +6.5% 314,705 $69.0M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2.18% Add +7.3% 311,524 $68.9M
Clarius Group, LLC 4.68% Reduce -0.2% 312,456 $68.5M
Ancora Advisors LLC 1.53% Reduce -0.1% 312,336 $68.5M
SCS Capital Management LLC 1.41% Reduce -4.3% 311,004 $68.2M
Meiji Yasuda Life Insurance Co 1.28% Add +1.5% 310,354 $68.1M
Night Owl Capital Management, LLC 8.79% Add +2.5% 310,268 $68.1M
HUB Investment Partners, LLC 2.86% Add +1.7% 309,898 $68.0M
Wilmington Savings Fund Society, FSB 1.22% Add +3.6% 309,329 $67.9M
Ameritas Investment Partners, Inc. 2.20% Add +2.6% 307,962 $67.6M
First Financial Bankshares Inc 1.46% Reduce -1.2% 307,495 $67.5M
Main Street Research LLC 4.20% Add +2.6% 306,948 $67.3M
NorthCrest Asset Manangement, LLC 2.01% Add +0.7% 305,287 $67.0M
Private Wealth Partners, LLC 5.12% Add +0.7% 304,879 $66.9M
Composition Wealth, LLC 1.35% Add +42.4% 304,569 $66.8M
Grace & Mercy Foundation, Inc. 14.91% Reduce -11.8% 301,827 $66.2M
Caprock Group, LLC 2.16% Add +4.8% 301,300 $66.1M
GCM Grosvenor Holdings, LLC 9.44% Add +20.0% 300,899 $66.0M
Lombard Odier Asset Management (Europe) Ltd 4.47% Add +10.8% 299,788 $65.8M
BIT Capital GmbH 5.75% Add +165.2% 299,090 $65.6M
Baker Avenue Asset Management, LP 2.01% Add +2.0% 298,631 $65.5M
Dana Investment Advisors, Inc. 2.16% Reduce -0.8% 297,752 $65.3M
Petrus Trust Company, LTA 6.31% Add +0.4% 297,195 $65.2M
Northwestern Mutual Investment Management Company, LLC 1.44% Add +0.4% 297,137 $65.2M
Calamos Wealth Management LLC 3.30% Add +1.2% 296,925 $65.1M
Northeast Financial Consultants Inc 2.75% Add +0.4% 296,754 $65.1M
First Long Island Investors, LLC 5.14% Reduce -0.6% 294,450 $64.6M
Centiva Capital, LP 2.45% Add +10776.2% 293,223 $64.3M
Franklin Street Advisors Inc. 4.27% Reduce -1.1% 292,777 $64.2M
Accredited Investors Inc. 3.73% Reduce -1.7% 289,989 $63.6M
Generate Investment Management Ltd 4.44% Reduce -19.9% 289,644 $63.5M
Avity Investment Management Inc. 4.97% Reduce -0.7% 288,853 $63.4M
Natixis Investment Managers International 4.90% Reduce -1.7% 288,663 $63.3M
Concurrent Investment Advisors, LLC 1.71% Add +4.3% 288,473 $63.3M
Parsons Capital Management Inc. 3.44% Add +23.7% 288,451 $63.3M
Circle Wealth Management, LLC 1.35% Add +0.3% 288,366 $63.3M
Academy Capital Management 10.32% Add +0.1% 287,698 $63.1M
Valeo Financial Advisors, LLC 1.75% Reduce -0.2% 301,663 $62.8M
General American Investors Co. Inc. 4.48% No change 286,000 $62.7M
WS Management LLLP 9.67% Add +27.1% 285,880 $62.7M
Jia Investment Alliance Pte. LTD. 6.47% No change 285,680 $62.7M
Rheos Capital Works Inc. 3.45% Add +5.6% 283,800 $62.3M
Merit Financial Group, LLC 1.12% Add +37.9% 283,663 $62.2M
Zweig-DiMenna Associates LLC 5.25% Reduce -2.6% 283,009 $62.1M
Cobblestone Capital Advisors LLC 3.37% Add +0.2% 282,065 $61.9M
Point72 Europe (London) LLP 3.57% Reduce -8.3% 281,910 $61.8M
Himension Capital (singapore) Pte. LTD. 4.28% Reduce -15.5% 281,423 $61.7M
Bleakley Financial Group, LLC 1.85% Reduce -0.2% 280,705 $61.6M
Allstate Corp. 1.81% Add +3305.4% 280,501 $61.5M
Kimelman & Baird, LLC 4.86% Reduce -1.4% 278,822 $61.2M
Northwest & Ethical Investments L.P. 1.66% Add +47.5% 278,489 $61.1M
Fulton Breakefield Broenniman LLC 4.36% Add +1.1% 278,195 $61.0M
MayTech Global Investments, LLC 7.10% Add +5.4% 274,713 $60.3M
Obermeyer Wealth Partners 3.13% Reduce -1.6% 273,515 $60.0M
Park Presidio Capital LLC 13.60% Reduce -1.9% 272,135 $59.7M
JBF Capital, Inc. 10.23% No change 272,000 $59.7M
Cambiar Investors LLC 2.36% Reduce -3.5% 271,259 $59.5M
National Mutual Insurance Federation of Agricultural Cooperatives 0.51% No change 270,000 $59.2M
Westpac Banking Corp. 3.90% Add +6.0% 268,033 $58.8M
Bailard, Inc. 1.50% Add +0.7% 267,904 $58.8M
Howard Capital Management, LLC 0.91% Add +5.1% 267,852 $58.8M
Principal Securities, Inc. 1.32% Add +2.1% 267,627 $58.7M
Ulysses Management LLC 13.64% Reduce -3.6% 267,500 $58.7M
Picton Mahoney Asset Management 2.22% Add +6.0% 266,693 $58.5M
Signaturefd, LLC 1.11% Add +2.2% 265,438 $58.2M
Axxcess Wealth Management, LLC 1.44% Add +1.0% 265,371 $58.2M
Middleton & Co. Inc. 6.41% Reduce -1.3% 264,323 $58.0M
CW Advisors, LLC 0.79% Reduce -4.8% 263,449 $57.8M
Vestcor Inc 1.91% Reduce -0.5% 263,272 $57.8M
Dixon Mitchell Investment Counsel Inc. 2.66% Reduce -13.0% 262,586 $57.6M
LGT Fund Management Co Ltd. 5.04% Add +19.0% 261,391 $57.3M
Capital International Ltd. 2.34% Add +33.1% 261,128 $57.3M
First National Trust Co 2.15% Add +3.9% 260,605 $57.2M
Sandy Spring Bank 2.31% Add +0.5% 260,541 $57.2M
Miller Wealth Advisors, LLC 29.14% Reduce -3.5% 260,530 $57.2M
Lombard Odier Asset Management (Switzerland) SA 4.26% Add +7.6% 260,509 $57.2M
Greenoaks LLC 3.10% No change 260,000 $57.0M
Mission Wealth Management, LP 1.35% Reduce -4.5% 258,959 $56.8M
Kornitzer Capital Management Inc. 1.12% Add +1.8% 258,672 $56.8M
Wilkinson Global Asset Management LLC 3.48% Add +0.2% 258,010 $56.6M
Am Investment Strategies LLC 13.77% Reduce -7.8% 257,819 $56.6M
Nan Shan Life Insurance Co., Ltd. 1.36% Reduce -51.7% 257,737 $56.5M
Exencial Wealth Advisors, LLC 2.07% Reduce -1.0% 255,930 $56.1M
Martingale Asset Management L P 1.36% Reduce -3.1% 255,481 $56.0M
Sienna Gestion 3.78% Add +818.6% 255,507 $56.0M
Empowered Funds, LLC 0.82% Add +24.1% 255,120 $56.0M
Roffman Miller Associates Inc. 3.44% Add +2.3% 254,636 $55.9M
Chesley Taft & Associates LLC 2.59% Add +0.2% 254,015 $55.7M
Smith Salley Wealth Management 3.57% Add +2.4% 253,606 $55.6M
Selkirk Management LLC 19.93% No change 253,000 $55.5M
Alta Park Capital, LP 7.25% Add +125.1% 252,440 $55.4M
CWA Asset Management Group, LLC 2.80% Reduce -2.2% 252,382 $55.4M
Diversified Trust Co. 1.35% Add +2.5% 252,024 $55.3M
HughesLittle Investment Management Ltd. 10.42% No change 250,865 $55.0M
Voleon Capital Management LP 4.08% — 250,206 $54.9M
Telemark Asset Management, LLC 5.47% No change 250,000 $54.8M
Susquehanna Advisors Group, Inc. 3.85% — 250,000 $54.8M
Taurus Asset Management, LLC 5.33% Reduce -1.4% 249,895 $54.8M
Archon Partners LLC 6.37% No change 249,660 $54.8M
Douglas Lane & Associates, LLC 0.77% Add +1.3% 249,275 $54.7M
Annex Advisory Services, LLC 1.65% Add +16.7% 249,161 $54.7M
Becker Capital Management Inc. 1.78% Add +1.1% 249,064 $54.6M
Albion Financial Group 3.72% Add +2.8% 247,541 $54.3M
Weitz Investment Management, Inc. 2.80% Reduce -2.0% 247,500 $54.3M
Crestline Management, L.P. 1.89% Add +559.5% 247,251 $54.2M
Benjamin Edwards Inc. 0.78% Add +4.6% 247,084 $54.2M
Boston Family Office LLC 3.71% Reduce -1.1% 246,252 $54.0M
Clare Market Investments LLC 12.82% Reduce -0.9% 246,248 $54.0M
Foster Dykema Cabot & Partners, LLC 4.19% Reduce -1.4% 245,047 $53.8M
Anatole Investment Management Ltd 24.77% Add +6040.9% 245,020 $53.8M
Modera Wealth Management, LLC 0.65% Add +0.9% 244,721 $53.7M
First Citizens Bank & Trust Co. 0.98% Add +26.4% 244,542 $53.7M
Coronation Fund Managers Ltd. 3.15% Reduce -7.4% 244,223 $53.6M
Oribel Capital Management, LP 3.63% New 243,600 $53.4M
LM Advisors LLC 9.63% Add +0.5% 243,567 $53.4M
Lighthouse Investment Partners, LLC 2.07% Reduce -11.9% 243,422 $53.4M
World Investment Advisors 1.46% Add +13.6% 243,408 $53.4M
Sit Investment Associates Inc. 1.21% Reduce -5.8% 243,003 $53.3M
Evergreen Capital Management LLC 1.73% Add +0.5% 242,550 $53.2M
Aljian Capital Management, LLC 11.56% Reduce -0.1% 242,286 $53.2M
Baskin Financial Services Inc. 4.23% Reduce -0.1% 242,243 $53.1M
Hoffman, Alan N Investment Management 23.93% Reduce -1.7% 241,574 $53.0M
Westwood Holdings Group Inc. 0.41% Reduce -2.6% 241,070 $52.9M
J. L. Bainbridge & Co., Inc. 4.99% Reduce -0.2% 240,950 $52.9M
One Madison Group LLC 6.03% — 240,000 $52.7M
Hemenway Trust Co LLC 4.27% Add +2.5% 239,888 $52.6M
Moody LYNN Lieberson & Walker, LLC 3.21% Add +13.6% 238,796 $52.4M
First American Bank 3.69% Add +0.9% 238,794 $52.4M
Milestones Administradora de Recursos Ltda. 26.60% Reduce -16.5% 238,435 $52.3M
Means Investment Co., Inc. 5.44% Reduce -0.6% 238,207 $52.3M
Cortland Associates Inc. 5.94% Reduce -1.5% 237,889 $52.2M
Eagle Global Advisors LLC 2.14% Add +1.4% 237,793 $52.2M
China Universal Asset Management Co., Ltd. 4.87% Add +12.1% 237,089 $52.0M
Harbor Investment Advisory, LLC 4.84% Add +1.0% 301,946 $51.7M
Nearwater Capital Markets, Ltd 1.47% — 235,000 $51.6M
Weatherly Asset Management L. P. 4.57% Add +0.3% 234,862 $51.5M
Pallas Capital Advisors LLC 2.20% Reduce -2.6% 234,276 $51.4M
Talbot Financial, LLC 6.11% Reduce -12.2% 234,240 $51.4M
WestEnd Advisors, LLC 1.31% Add +9.5% 234,069 $51.4M
Bedrijfstakpensioenfonds Voor DE Media Pno 6.39% Reduce -6.9% 241,600 $51.2M
SG Americas Securities, LLC 0.22% Reduce -6.3% 232,972 $51.1M
Plato Investment Management Ltd 3.76% Add +8.0% 232,038 $51.1M
Argent Trust Co 2.08% Add +2.9% 232,609 $51.0M
Norris Perne & French LLP 3.67% Add +5.8% 230,748 $50.6M
Level Four Advisory Services, LLC 2.07% Add +1.6% 230,371 $50.5M
Mirae Asset Securities (usa) Inc. 2.36% Add +27.8% 230,146 $50.5M
Capital Investment Advisors, LLC 1.03% Add +5.0% 229,671 $50.4M
Trexquant Investment LP 0.58% Add +65.3% 227,916 $50.0M
Columbus Hill Capital Management, L.P. 9.92% Reduce -3.7% 227,511 $49.9M
Systematic Alpha Investments, LLC 1.82% Add +0.0% 225,500 $49.5M
Central Securities Corp 4.71% No change 225,000 $49.4M
Blackstone Inc. 0.23% Reduce -36.6% 225,000 $49.4M
New Age Alpha Advisors, LLC 1.99% Add +165.9% 224,057 $49.2M
Summit Financial, LLC 1.72% Add +2.4% 223,937 $49.1M
Washington Trust Advisors, Inc. 4.10% Reduce -0.8% 223,450 $49.0M
Azimuth Capital Investment Management LLC 1.90% Add +0.4% 222,244 $48.8M
Baltimore-Washington Financial Advisors, Inc. 2.53% Add +2.2% 221,879 $48.7M
GCQ FUNDS MANAGEMENT PTY Ltd 17.08% — 221,732 $48.6M
YHB Investment Advisors, Inc. 3.98% Add +0.3% 220,937 $48.5M
Sowell Financial Services LLC 2.55% Reduce -11.8% 220,647 $48.4M
Elite Wealth Management, Inc. 11.30% Reduce -2.8% 220,246 $48.3M
Gavilan Investment Partners LLC 13.39% Reduce -7.2% 220,000 $48.3M
Benchstone Capital Management LP 4.99% — 219,847 $48.2M
Siemens Fonds Invest GmbH 5.05% Add +78.1% 217,780 $48.2M
FineMark National Bank & Trust 1.68% Add +1.2% 219,203 $48.1M
DE Burlo Group Inc. 6.42% Reduce -12.4% 219,145 $48.1M
GAM Holding AG 3.57% Add +23.3% 218,205 $47.9M
Cornerstone Capital, Inc. 5.04% Reduce -10.0% 218,016 $47.8M
Martin Currie Ltd. 1.75% Add +78.0% 216,955 $47.6M
Granite Investment Partners, LLC 2.06% Reduce -1.5% 216,707 $47.5M
United Services Automobile Association 1.55% Add +0.8% 216,034 $47.4M
Ithaka Group LLC 8.72% Reduce -5.6% 215,784 $47.3M
Adell Harriman & Carpenter Inc. 3.29% Add +3.6% 215,506 $47.3M
Nishkama Capital, LLC 7.70% New 214,820 $47.1M
Moors & Cabot, Inc. 2.23% Add +3.8% 213,362 $46.8M
Procyon Advisors, LLC 2.99% Add +8.2% 212,952 $46.7M
North Star Asset Management Inc. 2.07% Add +0.3% 212,675 $46.7M
Foundations Investment Advisors, LLC 0.90% Add +15.1% 212,522 $46.6M
Guinness Asset Management LTD 0.88% Add +9.9% 212,327 $46.6M
Teamwork Financial Advisors, LLC 6.03% Add +17.9% 210,857 $46.3M
Callahan Advisors, LLC 4.35% Add +1.9% 210,803 $46.2M
International Assets Investment Management, LLC 3.87% Reduce -0.0% 209,981 $46.2M
Americana Partners, LLC 1.89% Add +33.9% 210,653 $46.2M
American National Bank & Trust 5.16% Reduce -1.6% 210,435 $46.2M
Ratan Capital Management LP 7.08% Add +35.8% 210,379 $46.2M
Delta Global Management LP 3.80% Add +0.4% 209,167 $45.9M
Fifth Third Wealth Advisors LLC 2.49% Add +8.8% 209,065 $45.9M
Stonebridge Capital Advisors LLC 3.66% Reduce -0.8% 207,839 $45.6M
Cary Street Partners Financial LLC 1.48% — 207,767 $45.6M
Narwhal Capital Management 4.02% Reduce -1.4% 207,358 $45.5M
Arkadios Wealth Advisors 2.47% Add +2.7% 206,309 $45.3M
Knollwood Investment Advisory, LLC 4.73% Add +5.9% 206,157 $45.2M
Tremblant Capital Group 4.73% Reduce -25.2% 205,325 $45.0M
Governors Lane LP 6.93% Add +265.1% 205,200 $45.0M
Dupont Capital Management Corp. 4.20% No change 205,162 $45.0M
Atmos Capital Gestao DE Recursos Ltda. 9.74% Reduce -59.0% 204,673 $44.9M
Pittenger & Anderson Inc. 1.63% Add +0.2% 204,202 $44.8M
Rollins Financial Advisors, LLC 6.99% Reduce -3.4% 204,083 $44.8M
Interval Partners, LP 1.14% Add +164.5% 203,618 $44.7M
Provident Investment Management, Inc. 4.26% Add +3.6% 203,519 $44.7M
Ogborne Capital Management, LLC 10.90% Add +27.2% 203,512 $44.6M
Pennant Investors, LP 13.19% Add +11.3% 202,500 $44.4M
Ardmore Road Asset Management LP 6.46% New 202,000 $44.3M
ARS Investment Partners, LLC 3.99% Add +1.6% 201,970 $44.3M
Nixon Peabody Trust Co. 3.65% Add +0.2% 201,895 $44.3M
Thoroughbred Financial Services, LLC 2.70% Reduce -1.5% 201,492 $44.2M
J.W. Cole Advisors, Inc. 1.78% Add +2.8% 201,070 $44.1M
Caisse Des Depots Et Consignations 2.16% — 200,809 $44.1M
Hamilton Capital Partners Inc. 3.29% Add +18.0% 200,781 $44.0M
Venture Visionary Partners LLC 1.87% Add +4.2% 200,762 $44.0M
Jag Capital Management, LLC 6.12% Reduce -18.3% 199,553 $43.8M
CORDA Investment Management, LLC. 3.49% Add +0.1% 198,984 $43.7M
Cumberland Partners Ltd 3.04% Add +8.7% 198,767 $43.6M
Fairview Capital Investment Management, LLC 2.26% Add +0.4% 198,753 $43.6M
Ritholtz Wealth Management 1.28% Add +6.9% 198,414 $43.5M
United Asset Strategies, Inc. 3.99% Add +1.3% 198,215 $43.5M
Renaissance Group LLC 1.80% Reduce -5.0% 197,640 $43.4M
IHT Wealth Management, LLC 1.40% Reduce -18.6% 197,075 $43.2M
Cyndeo Wealth Partners, LLC 2.91% Add +1.0% 196,480 $43.1M
Boston Financial Mangement LLC 1.30% Reduce -1.2% 196,359 $43.1M
Mutual Advisors, LLC 1.25% Reduce -6.1% 195,008 $43.0M
Nichols & Pratt Advisers LLP 2.87% Reduce -0.5% 195,989 $43.0M
Act Two Investors LLC 8.36% Reduce -1.6% 195,752 $42.9M
TCTC Holdings, LLC 1.54% Add +0.2% 194,923 $42.8M
Trajan Wealth LLC 2.37% Add +6.0% 194,896 $42.8M
AIA Group Ltd 1.03% Add +24.7% 194,761 $42.7M
GW&K Investment Management, LLC 0.36% Add +0.0% 194,679 $42.7M
Titan Global Capital Management USA LLC 6.46% Reduce -2.8% 194,219 $42.6M
Callan Family Office, LLC 2.69% Add +232.1% 193,087 $42.4M
UNIVEST FINANCIAL Corp 2.67% Reduce -0.6% 192,970 $42.3M
Roundview Capital LLC 2.95% Add +5.7% 192,818 $42.3M
Thiel Macro 35.81% — 192,611 $42.3M
Manitou Investment Management Ltd. 8.34% Add +0.1% 192,451 $42.2M
Insigneo Advisory Services, LLC 4.35% Reduce -4.5% 191,723 $42.1M
Clough Capital Partners L P 4.81% Reduce -2.4% 191,692 $42.1M
Trybe Capital Management LP 11.47% No change 190,660 $41.8M
Mill Capital Management, LLC 3.29% Reduce -4.9% 189,797 $41.6M
Waverly Advisors, LLC 0.64% Add +27.6% 188,941 $41.5M
RDST Capital LLC 5.88% Add +60.9% 188,930 $41.4M
Private Advisory Group LLC 4.63% Add +5.2% 188,492 $41.4M
Liontrust Investment Partners LLP 0.60% Reduce -0.3% 188,099 $41.3M
Bristlecone Advisors, LLC 3.22% Add +0.5% 187,656 $41.2M
Horiko Capital Management LLC 11.87% Reduce -4.2% 186,518 $41.1M
Wealthspire Advisors, LLC 0.41% Add +5.4% 186,835 $41.0M
RiverFront Investment Group, LLC 0.93% Add +8.4% 186,825 $41.0M
Global Retirement Partners, LLC 1.17% Add +19.5% 186,676 $41.0M
Appleton Partners Inc. 3.03% Reduce -4.2% 186,634 $40.9M
Ingalls & Snyder LLC 1.62% Add +0.2% 186,536 $40.9M
U.S. Capital Wealth Advisors, LLC 1.27% Add +12.6% 186,393 $40.9M
Park West Asset Management LLC 3.40% Reduce -43.8% 186,170 $40.8M
Tamar Securities, LLC 5.64% Add +3.3% 185,862 $40.8M
Centaurus Financial, Inc. 2.49% Add +4.6% 185,580 $40.7M
Armistice Capital, LLC 0.95% Add +67.5% 185,102 $40.6M
Ninety One SA (Pty) Ltd 8.94% Add +13.6% 184,814 $40.5M
Flagship Harbor Advisors, LLC 2.13% Add +0.0% 184,669 $40.5M
HS Management Partners, LLC 2.78% Reduce -12.9% 184,660 $40.5M
Mgo One Seven LLC 1.56% Add +12.7% 184,436 $40.5M
Montag A & Associates Inc. 1.92% Reduce -0.4% 184,233 $40.4M
Richard Bernstein Advisors LLC 0.92% Reduce -4.8% 184,215 $40.4M
Twinbeech Capital LP 0.69% New 182,986 $40.1M
Forbes J M & Co. LLP 3.86% Add +1.9% 182,833 $40.1M
Sumitomo Life Insurance Co. 0.76% Add +7.4% 182,699 $40.1M
Integrated Advisors Network LLC 1.92% Add +3.6% 182,397 $40.0M
Regal Partners Ltd 4.05% Reduce -30.2% 182,195 $40.0M
DDD Partners, LLC 4.91% Reduce -13.6% 182,128 $40.0M
Andra AP-fonden 0.64% Reduce -17.5% 182,100 $40.0M
CreativeOne Wealth, LLC 1.22% Add +48.2% 181,991 $39.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.08% Add +3.3% 181,727 $39.9M
Moneta Group Investment Advisors LLC 0.56% Add +6.0% 181,709 $39.9M
Anderson Hoagland & Co. 4.09% Reduce -5.3% 176,146 $39.8M
Edgemoor Investment Advisors, Inc. 3.52% Reduce -1.0% 180,863 $39.7M
First American Trust, FSB 3.96% Reduce -0.2% 180,747 $39.7M
Diversify Advisory Services, LLC 2.19% Reduce -1.9% 181,003 $39.6M
Highland Capital Management, LLC 2.26% Add +6.5% 180,607 $39.6M
Dash Acquisitions Inc. 8.43% Add +0.0% 166,372 $39.6M
Atika Capital Management LLC 5.12% Reduce -22.3% 180,250 $39.5M
Nwi Management LP 3.13% No change 180,000 $39.5M
Hardman Johnston Global Advisors LLC 1.63% Add +40.0% 179,505 $39.4M
Clifford Swan Investment Counsel LLC 1.42% Add +0.0% 179,490 $39.4M
Gladstone Institutional Advisory LLC 1.82% Add +9.0% 179,307 $39.3M
Venator Management LLC 11.31% Reduce -0.1% 179,065 $39.3M
Jump Financial, LLC 0.85% Add +274.8% 178,812 $39.2M
Sawgrass Asset Management LLC 4.28% Reduce -25.7% 177,614 $39.0M
Quest Investment Management LLC 4.53% Add +2.8% 177,605 $39.0M
Gerber Kawasaki Wealth & Investment Management 1.69% Add +3.9% 177,450 $38.9M
Beese Fulmer Investment Management, Inc. 3.31% Add +0.5% 177,038 $38.8M
Beach Investment Counsel Inc. 5.24% Reduce -8.3% 176,678 $38.8M
Tritonpoint Wealth, LLC 3.50% Reduce -1.8% 176,420 $38.7M
Praxis Investment Management Inc. 2.51% Add +0.8% 176,370 $38.7M
TruWealth Advisors, LLC 2.33% Reduce -4.2% 176,355 $38.7M
FRG Family Wealth Advisors LLC 7.01% Reduce -7.2% 176,083 $38.6M
KMG Fiduciary Partners, LLC 3.19% Add +1.1% 175,670 $38.5M
E Fund Management Co., Ltd. 1.93% Add +51.2% 175,545 $38.5M
Dynamic Advisor Solutions LLC 1.66% Reduce -4.1% 175,014 $38.4M
Honeycomb Asset Management LP 14.32% Add +250.0% 175,000 $38.4M
Shellback Capital, LP 2.64% New 175,000 $38.4M
Sumitomo Mitsui Financial Group, Inc. 0.51% Add +4.5% 174,521 $38.3M
General Pension Society PZU Joint Stock Co 11.73% Reduce -31.3% 174,171 $38.2M
Quadrature Capital Ltd 0.76% Add +31.5% 172,638 $37.9M
BRX Global LP 26.76% No change 172,582 $37.9M
Waycross Partners, LLC 4.90% Add +3.0% 172,453 $37.8M
Park National Corp. 1.38% Reduce -5.2% 171,906 $37.7M
Varenne Capital Partners 11.28% Reduce -30.9% 171,518 $37.6M
Whitford Management LLC 11.10% Add +514.5% 171,251 $37.6M
Rwa Wealth Partners, LLC 0.46% Add +3.3% 170,631 $37.4M
Meeder Advisory Services, Inc. 2.33% Add +5.3% 170,356 $37.4M
SouthState Bank Corp 2.43% Add +0.9% 169,217 $37.1M
Ballentine Partners, LLC 0.64% Add +3.0% 169,193 $37.1M
Global X Japan Co., Ltd. 4.62% Reduce -0.9% 168,483 $37.0M
Nwam LLC 2.28% Add +3.9% 168,004 $36.9M
Foster Victor Wealth Advisors, LLC 2.81% Reduce -3.1% 162,574 $36.7M
Reynders McVeigh Capital Management, LLC 1.93% Add +0.4% 167,242 $36.7M
Meritage Portfolio Management 2.27% Reduce -2.4% 166,874 $36.6M
DRW Securities, LLC 2.47% Add +29.0% 166,745 $36.6M
Burney Co./ 1.29% Reduce -1.2% 166,082 $36.4M
Amica Mutual Insurance Co. 3.73% Reduce -5.0% 165,917 $36.4M
Auxano Advisors, LLC 9.17% Add +1.0% 165,885 $36.4M
Torque Asset Management LLC 17.01% No change 165,719 $36.4M
Soros Capital Management LLC 5.66% Add +55.0% 164,718 $36.1M
First Horizon Advisors, Inc. 1.00% Add +0.4% 163,066 $35.8M
Polymer Capital Management (HK) LTD 6.25% Add +501.8% 162,519 $35.7M
Beaumont Financial Advisors, LLC 2.67% Reduce -1.0% 162,288 $35.6M
Hartline Investment Corp./ 4.09% Reduce -0.6% 162,286 $35.6M
Deltec Asset Management LLC 7.04% Reduce -15.9% 162,141 $35.6M
Lyell Wealth Management, LP 3.18% Add +0.9% 161,680 $35.5M
Mark Asset Management LP 5.37% Reduce -25.3% 158,616 $34.8M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 4.21% Add +12.2% 158,588 $34.8M
Joel Isaacson & Co., LLC 1.57% Add +0.5% 158,456 $34.8M
Synergy Asset Management, LLC 2.67% Add +16.6% 156,904 $34.6M
IFP Advisors, Inc 1.13% Add +26.0% 157,452 $34.5M
BLB&B Advisors, LLC 1.76% Reduce -0.3% 157,413 $34.5M
Pictet North America Advisors SA 3.28% Add +0.5% 157,328 $34.5M
Sora Investors LLC 3.83% New 157,146 $34.5M
EULAV Asset Management 0.83% Reduce -1.3% 157,041 $34.5M
Harvey Capital Management Inc. 8.10% Add +2.8% 156,846 $34.4M
Transform Wealth, LLC 1.90% Add +13.9% 156,292 $34.3M
First National Bank of Omaha 2.23% Reduce -3.7% 156,151 $34.3M
Dorsey & Whitney Trust CO LLC 1.89% Add +3.9% 156,026 $34.2M
Trinity Street Asset Management LLP 3.35% Reduce -11.7% 155,788 $34.2M
Lansdowne Partners (uk) LLP 2.47% Add +1140.6% 155,282 $34.1M
Symmetry Investments LP 2.04% Add +97.3% 155,220 $34.1M
Western Wealth Management, LLC 1.82% Add +1.6% 155,116 $34.0M
Petredis Investment Advisors LLC 3.51% Reduce -1.8% 154,932 $34.0M
Harbor Advisors LLC 5.33% Reduce -0.2% 154,700 $33.9M
Ontario Teachers Pension Plan Board 0.47% No change 154,613 $33.9M
Simon Quick Advisors, LLC 2.03% Add +3.8% 154,553 $33.9M
Blue Grotto Capital, LLC 6.19% Reduce -14.2% 154,391 $33.9M
Lee Danner & Bass Inc. 2.68% Reduce -5.8% 154,177 $33.8M
Villere St Denis J & Co. LLC 3.12% Reduce -1.4% 153,909 $33.8M
S&co Inc. 2.29% Add +2.9% 153,487 $33.7M
PFG Investments, LLC 2.09% Reduce -2.4% 153,214 $33.6M
Hook Mill Capital Partners, LP 3.41% New 152,582 $33.5M
Farther Finance Advisors, LLC 1.21% Add +1.6% 152,562 $33.5M
Zeno Equity Partners LLP 10.01% Add +3.1% 151,609 $33.3M
Ashton Thomas Private Wealth, LLC 1.29% Add +8.0% 150,998 $33.1M
Principle Wealth Partners LLC 2.32% Reduce -3.6% 150,783 $33.1M
Sirios Capital Management L P 5.94% Reduce -4.1% 150,769 $33.1M
Jaffetilchin Investment Partners, LLC 2.39% Add +5.1% 150,546 $33.0M
Jessup Wealth Management, Inc 14.08% Reduce -0.9% 150,492 $33.0M
Valiant Capital Management, L.P. 4.41% Reduce -12.8% 150,115 $32.9M
Birinyi Associates Inc. 9.04% Reduce -1.1% 149,743 $32.9M
Chescapmanager LLC 5.97% Reduce -16.7% 149,500 $32.8M
Robertson Stephens Wealth Management, LLC 1.17% Reduce -5.1% 149,431 $32.8M
Harspring Capital Management, LLC 9.31% Reduce -14.3% 149,200 $32.7M
CCM Investment Advisers LLC 3.61% Reduce -1.1% 148,596 $32.6M
Mirabella Financial Services LLP 3.08% Add +943.3% 148,674 $32.6M
Abner Herrman & Brock LLC 4.05% Add +0.5% 148,516 $32.6M
Frank, Rimerman Advisors LLC 2.36% Reduce -4.6% 148,079 $32.5M
Zions Bancorporation, N.A. 2.05% Add +14.2% 148,014 $32.5M
Kovack Advisors, Inc. 3.18% Add +7.5% 147,547 $32.4M
AMS Capital Ltda 16.26% Reduce -0.0% 147,413 $32.3M
Galvin, Gaustad & Stein, LLC 2.93% Add +5.8% 147,362 $32.3M
Guyasuta Investment Advisors Inc. 2.03% Add +0.4% 147,002 $32.3M
Avestar Capital, LLC 2.93% Add +8.5% 146,980 $32.2M
NorthRock Partners, LLC 1.05% Reduce -3.7% 146,911 $32.2M
Twin Capital Management Inc. 3.52% Add +2.8% 146,697 $32.2M
FJ Investments, LLC 3.05% No change 146,071 $32.0M
L1 Capital International Pty Ltd 9.81% Add +5.9% 145,471 $31.9M
NJ State Employees Deferred Compensation Plan 3.86% Reduce -2.4% 144,900 $31.8M
Pitcairn Co. 1.87% Reduce -2.0% 144,408 $31.7M
Silicon Valley Capital Partners 3.53% Add +33.5% 144,272 $31.7M
Capco Asset Management, LLC 7.10% Reduce -1.6% 144,033 $31.6M
TD Private Client Wealth LLC 0.88% Reduce -0.4% 143,764 $31.5M
Concentric Capital Strategies, LP 1.99% Add +56.3% 143,525 $31.5M
Sander Capital Advisors Inc. 14.44% Reduce -1.1% 143,042 $31.4M
Jacobs & Co. 3.17% Reduce -3.7% 142,002 $31.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.90% Add +3.1% 141,827 $31.1M
Fulton Bank, N.A. 1.20% Add +0.7% 141,604 $31.1M
Twin Tree Management, LP 0.75% Reduce -49.6% 141,512 $31.0M
Pinnacle Investment Management Ltd 22.67% — 141,500 $31.0M
FUKOKU MUTUAL LIFE INSURANCE Co 2.23% Reduce -1.9% 141,500 $31.0M
Privium Fund Management B.V. 7.08% No change 141,000 $30.9M
Lowe Brockenbrough & Co. Inc. 1.98% Add +0.6% 140,756 $30.9M
Forte Capital LLC 3.47% Reduce -1.3% 140,596 $30.8M
Leo Wealth, LLC 2.76% Add +1.8% 140,529 $30.8M
GAMMA Investing LLC 2.63% Add +17.9% 140,541 $30.8M
National Philanthropic Trust 0.44% Add +9.1% 140,528 $30.8M
Belmont Capital, LLC 5.01% Reduce -8.7% 140,404 $30.8M
Matthew 25 Management Corp 9.74% Add +3.7% 140,000 $30.7M
Woodson Capital Management, LP 5.82% Add +96.0% 140,000 $30.7M
Wedmont Private Capital 1.62% Add +7.7% 140,256 $30.7M
Equitable Trust Co. 1.71% Add +15.2% 139,646 $30.6M
Connors Investor Services Inc. 2.86% Reduce -1.0% 139,074 $30.5M
Maxi Investments CY Ltd 5.88% Reduce 0.0% 139,054 $30.5M
Bell Asset Management Ltd 5.55% Add +15.8% 138,842 $30.5M
Bragg Financial Advisors, Inc 1.23% Reduce -1.9% 138,797 $30.5M
Overbrook Management Corp 6.56% Add +0.5% 138,756 $30.4M
Rothschild Capital Partners, LLC 7.38% Add +9.3% 138,729 $30.4M
Bryn Mawr Trust Advisors, LLC 1.64% Reduce -2.2% 138,431 $30.4M
Mufg Securities Americas Inc. 4.00% — 138,145 $30.3M
Vise Technologies, Inc. 2.52% Add +49.4% 137,661 $30.2M
Colonial Trust Advisors 2.68% Reduce -0.9% 137,631 $30.2M
ICICI Prudential Asset Management Co Ltd 3.32% Reduce -11.2% 137,407 $30.1M
Westwind Capital 6.53% Add +0.2% 136,416 $29.9M
Arthur M. Cohen & Associates, LLC 5.30% Reduce -0.5% 136,260 $29.9M
GAMCO Investors 0.31% Reduce -6.5% 135,926 $29.8M
J.P. Marvel Investment Advisors, LLC 4.92% Reduce -0.9% 135,775 $29.8M
Coalescence Partners Investment Management, LP 11.34% Add +32.7% 135,719 $29.8M
Denali Advisors LLC 3.12% Add +10.7% 135,656 $29.8M
Lockheed Martin Investment Management Co. 1.18% Reduce -13.5% 135,290 $29.7M
Burns J W & Co. Inc. 3.79% Reduce 0.0% 135,183 $29.7M
Cullinan Associates Inc. 1.90% Reduce -16.4% 134,844 $29.6M
ProVise Management Group, LLC 2.53% Reduce -5.9% 134,334 $29.5M
W.G. Shaheen & Associates DBA Whitney & Co 3.09% Add +1.4% 134,266 $29.5M
CRA Financial Services, LLC 5.05% Add +0.2% 134,259 $29.5M
Strategic Advisors LLC 5.31% Add +7.8% 133,677 $29.3M
Caldwell Trust Co 3.06% Reduce -2.2% 133,492 $29.3M
Evelyn Partners Investment Management Services Ltd 5.09% — 133,051 $29.2M
Zevin Asset Management LLC 4.29% Add +7.2% 132,959 $29.2M
Beck Mack & Oliver LLC 0.54% Reduce -0.1% 132,925 $29.2M
Stratos Wealth Advisors, LLC 1.40% Reduce -4.9% 132,852 $29.1M
Laurion Capital Management LP 1.86% Add +302.7% 132,773 $29.1M
Conway Capital Management, Inc. 12.87% Reduce -0.0% 132,521 $29.1M
Freshford Capital Management, LLC 8.51% Reduce -2.3% 132,348 $29.0M
SP Asset Management LLC 2.43% Add +0.4% 132,325 $29.0M
Fidelis Capital Partners, LLC 2.90% Add +10.2% 122,190 $29.0M
CenterBook Partners LP 1.73% Reduce -12.8% 132,121 $29.0M
Capital Investment Services of America, Inc. 2.75% Reduce -0.9% 131,729 $28.9M
Farmers & Merchants Investments Inc. 0.91% Add +3.7% 131,650 $28.9M
Novare Capital Management LLC 2.43% Reduce -0.4% 131,413 $28.8M
Longbow Finance SA 3.15% Add +18.4% 131,300 $28.8M
Solidarity Wealth, LLC 7.48% Add +0.8% 130,923 $28.7M
Jacobson & Schmitt Advisors, LLC 5.55% Reduce -2.3% 130,916 $28.7M
Nkcfo LLC 12.63% No change 130,910 $28.7M
Claar Advisors LLC 9.29% Reduce -6.8% 130,840 $28.7M
Boothbay Fund Management, LLC 0.91% Add +132.9% 130,429 $28.6M
Compound Planning, Inc. 1.45% Add +34.0% 130,364 $28.6M
America First Investment Advisors, LLC 6.24% Reduce -8.7% 130,118 $28.5M
Coerente Capital Management 5.32% Add +0.4% 130,029 $28.5M
Howe & Rusling Inc. 2.46% Add +1.1% 129,877 $28.5M
Draper Asset Management, LLC 17.86% Reduce -4.3% 125,062 $28.4M
Blue Chip Partners, LLC 2.44% Add +5.2% 129,414 $28.4M
First Merchants Corp. 1.09% Add +0.6% 129,203 $28.3M
Chicago Partners Investment Group LLC 0.94% Add +6.2% 127,571 $28.3M
Fiduciary Alliance LLC 2.87% Add +36.2% 129,090 $28.3M
Focus Partners Advisor Solutions, LLC 0.48% Add +7.9% 129,055 $28.3M
Quantum Private Wealth, LLC 8.99% Reduce -0.8% 128,151 $28.1M
Bender Robert & Associates 6.78% Reduce -13.3% 128,122 $28.1M
Country Club Bank 1.88% Add +0.1% 126,941 $28.1M
AMG National Trust Bank 0.78% Add +1.4% 127,273 $28.1M
Hilltop Holdings Inc. 1.77% Add +6.3% 127,990 $28.1M
Financial Advocates Investment Management 1.60% Reduce -2.4% 127,910 $28.1M
Coastline Trust Co 3.28% Add +6.1% 127,876 $28.1M
CMH Wealth Management LLC 6.42% Reduce -0.8% 127,725 $28.0M
Hamilton Wealth, LLC 6.78% Reduce -3.0% 127,619 $28.0M
Valicenti Advisory Services Inc. 6.96% Reduce -2.0% 127,356 $27.9M
Cubist Systematic Strategies, LLC 0.45% New 127,145 $27.9M
Cavalier Investments, LLC 9.31% Add +4.3% 127,031 $27.9M
Xcel Wealth Management, LLC 7.78% Add +0.0% 126,967 $27.9M
Financial Avengers, Inc. 13.10% Reduce -0.8% 126,650 $27.8M
Goldstream Capital Management Ltd 11.77% Add +28.5% 126,409 $27.7M
Stansberry Asset Management, LLC 3.84% Reduce -0.1% 126,361 $27.7M
Aviance Capital Partners, LLC 3.83% Add +1.1% 126,220 $27.7M
Blue Fin Capital, Inc. 5.10% Add +0.0% 126,121 $27.7M
Biondo Investment Advisors, LLC 3.81% Reduce -1.4% 126,071 $27.7M
Harbour Investments, Inc. 0.79% Add +0.0% 125,882 $27.6M
Apriem Advisors 3.15% Reduce -2.4% 125,310 $27.5M
Simmons Bank 2.01% Reduce -0.7% 125,308 $27.5M
Viewpoint Capital Management LLC 14.42% Reduce -0.5% 125,182 $27.5M
Scopia Capital Management LP 2.90% New 125,152 $27.5M
Leonteq Securities AG 2.70% Add +6.8% 125,062 $27.4M
TRB Advisors LP 4.56% New 125,000 $27.4M
Quadrant Capital Group LLC 1.88% Add +1.4% 124,798 $27.4M
Slow Capital, Inc. 3.87% Reduce -2.2% 124,675 $27.4M
Levin Capital Strategies, L.P. 2.61% Add +0.7% 124,609 $27.3M
Maestria Partners LLC 10.82% — 124,400 $27.3M
Gemsstock Ltd. 5.64% Reduce -11.0% 124,165 $27.2M
McDaniel Terry & Co. 2.23% Add +0.5% 124,079 $27.2M
Washington Trust Bank 2.61% Reduce -5.1% 124,031 $27.2M
StoneX Group Inc. 1.50% Add +40.6% 124,026 $27.2M
McDonough Capital Management, Inc 16.79% Add +4.0% 123,751 $27.1M
Turim 21 Investimentos Ltda. 7.05% Add +66.9% 113,831 $27.1M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 2.13% Reduce -4.8% 123,189 $27.0M
BTC Capital Management, Inc. 2.50% Reduce -1.4% 123,030 $27.0M
Soltis Investment Advisors LLC 2.49% Reduce -0.0% 122,704 $26.9M
Alerus Financial NA 2.05% Reduce -5.7% 122,201 $26.8M
GDS Wealth Management 2.43% Add +2.4% 121,496 $26.7M
Montag & Caldwell, LLC 5.68% Reduce -8.3% 121,420 $26.6M
Lake Street Advisors Group, LLC 1.23% Add +7.8% 121,235 $26.6M
MIG Capital, LLC 2.76% New 121,068 $26.6M
Strategic Planning Group, LLC 4.88% Reduce -0.2% 120,985 $26.5M
Matrix Asset Advisors Inc. 2.89% Reduce -0.5% 120,742 $26.5M
Webster Bank, N. A. 2.84% Reduce -1.1% 120,564 $26.5M
German American Bancorp, Inc. 2.77% Add +1.7% 120,438 $26.4M
Princeton Capital Management LLC 8.16% Reduce -0.4% 120,085 $26.3M
Clarity Financial LLC 3.15% Reduce -1.0% 120,059 $26.3M
Dnca Finance 2.10% Add +17.9% 120,050 $26.3M
Evoke Wealth, LLC 0.73% Add +0.8% 120,004 $26.3M
Essex Financial Services, Inc. 1.85% Add +2.5% 119,560 $26.2M
Invictus Private Wealth, LLC 1.99% Add +9.9% 119,461 $26.2M
Destiny Wealth Partners, LLC 4.26% Add +1.6% 118,787 $26.1M
WCG Wealth Advisors LLC 1.72% Reduce -5.8% 118,480 $26.0M
Greenwood Gearhart LLC 1.79% Add +5.1% 118,121 $25.9M
Ameritas Advisory Services, LLC 0.89% Add +9.9% 117,912 $25.9M
Progressive Investment Management Corp 6.63% Reduce -2.4% 117,710 $25.8M
Mitchell Capital Management Co. 4.52% Add +6.5% 117,631 $25.8M
11 Capital Partners LP 10.49% Reduce -29.1% 116,479 $25.6M
Belvedere Trading LLC 1.94% Add +50.6% 116,409 $25.5M
Bouchey Financial Group, Ltd. 2.23% Reduce -8.7% 116,400 $25.5M
Napean Trading & Investment Co (Singapore) PTE Ltd 6.31% Add +4.6% 116,310 $25.5M
Pennsylvania Capital Management Inc. 8.75% Reduce -1.0% 115,833 $25.4M
Asset Advisors Investment Management, LLC 2.65% Reduce -1.2% 115,464 $25.3M
Great Lakes Retirement, Inc. 3.26% Reduce -1.8% 115,121 $25.3M
WoodTrust Financial Corp 3.55% Reduce -0.4% 115,116 $25.3M
Professional Advisory Services Inc. 3.17% Reduce -0.3% 114,415 $25.1M
Onex Canada Asset Management Inc. 3.01% Reduce -0.8% 114,356 $25.1M
Avitas Wealth Management LLC 3.47% Reduce -1.5% 114,337 $25.1M
Phraction Management LLC 9.42% Reduce -0.9% 114,183 $25.1M
Arthedge Capital Management, LLC 16.65% No change 114,000 $25.0M
Sava Infond d.o.o. 4.42% — 113,960 $25.0M
Qtron Investments LLC 3.51% Reduce -1.9% 113,953 $25.0M
Sonora Investment Management Group, LLC 1.94% Add +2.7% 113,802 $25.0M
Krilogy Financial LLC 1.66% Add +1.1% 113,729 $25.0M
Atlantic Union Bankshares Corp 1.45% Reduce -2.0% 113,234 $24.8M
CoreCap Advisors, LLC 1.13% Reduce -3.1% 113,229 $24.8M
Boston Trust Walden Corp 0.17% Add +276.6% 112,566 $24.7M
Broadleaf Partners, LLC 5.75% Reduce -1.3% 112,231 $24.6M
Bedell Frazier Investment Counselling, LLC 6.10% Add +33.1% 112,202 $24.6M
Jackson Hill Advisors, LLC 12.40% No change 112,000 $24.6M
Light Street Capital Management, LLC 5.06% Reduce -5.2% 112,000 $24.6M
Philadelphia Trust Co. 1.80% Add +12.9% 111,891 $24.5M
Garde Capital, Inc. 1.62% Add +0.1% 111,826 $24.5M
Belpointe Asset Management LLC 1.48% Add +0.1% 137,172 $24.5M
Lakehouse Capital Pty Ltd 16.48% No change 111,414 $24.4M
Josh Arnold Investment Consultant, LLC 20.67% Reduce -0.7% 111,357 $24.4M
Bwcp, LP 5.25% Reduce -6.2% 111,261 $24.4M
Generali Investments, Management Co LLC 6.30% — 111,165 $24.4M
Icon Wealth Advisors, LLC 2.00% Reduce -10.6% 110,997 $24.4M
Strategic Global Advisors, LLC 4.45% Add +25.4% 110,962 $24.3M
Blue Investment Partners LLC 8.88% Add +1.0% 110,312 $24.2M
Headlands Technologies LLC 2.43% New 110,113 $24.2M
Neville Rodie & Shaw Inc. 1.76% Add +1.8% 110,015 $24.1M
Walleye Trading LLC 0.47% New 109,959 $24.1M
Trifecta Capital Advisors, LLC 4.76% Add +2.1% 109,833 $24.1M
K.J. Harrison & Partners Inc 3.76% Add +14.5% 109,029 $24.0M
RFG Advisory, LLC 0.68% Add +7.2% 108,983 $23.9M
Manchester Capital Management LLC 2.77% Reduce -22.6% 108,944 $23.9M
Stillwater Capital Advisors, LLC 2.96% Add +1.4% 108,929 $23.9M
Solel Partners LP 4.83% Reduce -33.2% 108,470 $23.8M
Rothschild Investment LLC 1.56% Reduce -0.1% 108,386 $23.8M
SlateStone Wealth, LLC 2.33% Add +1.5% 108,372 $23.8M
CSM Advisors, LLC 1.11% Reduce -3.2% 108,019 $23.7M
Pragma Gestao DE Patrimonio Ltd. 13.07% Add +20.0% 108,000 $23.7M
Avalon Global Asset Management LLC 6.63% No change 107,900 $23.7M
CX Institutional 0.94% Add +7.8% 107,805 $23.7M
Warther Private Wealth, LLC 8.04% Add +7.0% 107,785 $23.6M
Burling Wealth Partners, LLC 4.82% — 107,734 $23.6M
GTS Securities LLC 1.15% Reduce -73.3% 107,555 $23.6M
Yelin Lapidot Holdings Management Ltd. 4.09% Reduce -19.2% 107,190 $23.5M
Palisade Capital Management, LP 0.71% Reduce -0.3% 107,118 $23.5M
Shikiar Asset Management Inc. 6.88% Reduce -3.4% 106,874 $23.4M
Strategic Blueprint, LLC 1.40% Add +0.0% 106,801 $23.4M
Red Door Wealth Management, LLC 3.58% Add +3.6% 106,358 $23.3M
Arete Wealth Advisors, LLC 1.68% Add +34.8% 106,072 $23.3M
Cooper Financial Group 2.81% Add +4.8% 106,264 $23.3M
Geneos Wealth Management Inc. 0.82% Reduce -9.5% 106,153 $23.3M
Mondrian Investment Partners LTD 0.38% Reduce -79.6% 106,140 $23.3M
Summit Partners Public Asset Management, LLC 0.78% Reduce -1.9% 105,620 $23.2M
Buckingham Capital Management, Inc. 2.66% Reduce -0.4% 105,556 $23.2M
Money Concepts Capital Corp. 1.72% Add +1.7% 105,531 $23.2M
EverSource Wealth Advisors, LLC 1.30% Add +4.5% 105,462 $23.1M
Bridgeway Capital Management, LLC 0.52% Reduce -12.6% 105,384 $23.1M
Sheaff Brock Investment Advisors, LLC 2.01% Reduce -0.6% 105,208 $23.1M
Quattro Financial Advisors LLC 5.96% Add +0.9% 98,552 $23.1M
Sand Hill Global Advisors, LLC 0.98% Reduce -3.1% 105,138 $23.1M
Vantage Wealth 4.97% Reduce -9.6% 105,090 $23.1M
MBB Public Markets I LLC 2.73% Add +104.0% 104,872 $23.0M
Somerville Kurt F 3.86% Reduce -0.3% 104,668 $23.0M
Harvest Portfolios Group Inc. 0.77% Add +68.9% 104,606 $22.9M
Legacy Private Trust Co. 1.50% Reduce -0.5% 104,557 $22.9M
Trust Asset Management LLC 1.79% No change 104,334 $22.9M
Cim, LLC 3.25% Reduce -0.3% 104,012 $22.8M
Saraza Management, LP 6.36% Reduce -44.5% 104,000 $22.8M
Ostrum Asset Management 1.97% Add +9.1% 103,741 $22.8M
Alta Fox Capital Management, LLC 8.10% Add +99.9% 103,652 $22.7M
First Hawaiian Bank 0.74% Reduce -2.3% 103,511 $22.7M
Kingswood Wealth Advisors, LLC 1.70% Reduce -39.0% 103,229 $22.6M
Nicollet Investment Management, Inc. 7.77% Reduce -1.7% 103,130 $22.6M
Penobscot Investment Management Company, Inc. 2.05% Add +1.6% 103,078 $22.6M
Fiduciary Group, LLC 2.27% Reduce -1.3% 103,047 $22.6M
Highlander Partners, L.P. 12.83% No change 103,000 $22.6M
North Point Portfolio Managers Corp. 3.93% Reduce -1.8% 102,943 $22.6M
CFM Wealth Partners LLC 3.81% Add +1.7% 102,849 $22.6M
Moody National Bank Trust Division 2.36% Reduce -2.7% 102,718 $22.5M
RWQ Financial Management Services, Inc. 8.81% Reduce -8.8% 102,683 $22.5M
1776 Wealth LLC 10.28% Reduce -1.1% 102,001 $22.4M
Financial Engines Advisors L.L.C. 0.05% Add +45.8% 101,913 $22.4M
Intellectus Partners, LLC 4.97% Add +11.8% 101,905 $22.4M
Ascent Group, LLC 1.68% Add +2.2% 101,833 $22.3M
Keel Point, LLC 1.78% Add +13.9% 101,575 $22.3M
Evolution Wealth Advisors, LLC 3.72% Add +6.3% 101,306 $22.2M
TrinityPoint Wealth, LLC 3.12% Add +0.6% 101,293 $22.2M
Makena Capital Management LLC 3.60% Add +3.0% 101,237 $22.2M
Fulcrum Capital LLC 4.65% Add +1.1% 101,212 $22.2M
RPG Investment Advisory, LLC 2.97% Add +0.1% 101,068 $22.2M
PKO BP BANKOWY Universal Pension Society JSC 18.42% — 101,000 $22.2M
Covington Investment Advisors Inc. 3.33% Add +1.1% 100,984 $22.2M
Schechter Investment Advisors, LLC 1.70% Reduce -7.4% 100,827 $22.1M
Tenere Capital LLC 5.85% New 100,700 $22.1M
Exchange Capital Management, Inc. 3.51% Reduce -2.1% 100,626 $22.1M
Harbor Capital Advisors, Inc. 0.96% Reduce -3.2% 100,273 $22.0M
SeaCrest Wealth Management, LLC 2.31% Reduce -0.1% 100,197 $22.0M
Virtu Financial LLC 1.16% Add +59.3% 100,052 $21.9M
Empirical Capital Management, LLC 16.54% No change 100,000 $21.9M
Bornite Capital Management LP 2.95% Add +66.7% 100,000 $21.9M
Graham Capital Management, L.P. 1.08% Add +344.9% 99,870 $21.9M
Baker Chad R 4.29% No change 99,823 $21.9M
Riverview Capital Advisers, LLC 6.61% Reduce -0.2% 99,818 $21.9M
Fort Sheridan Advisors LLC 3.19% Add +4.3% 99,574 $21.8M
Arkfeld Wealth Strategies, L.L.C. 10.02% Add +0.6% 99,893 $21.8M
Cozad Asset Management Inc. 2.03% Reduce -1.2% 99,371 $21.8M
GPS Wealth Strategies Group, LLC 2.80% Add +0.1% 99,335 $21.8M
St Germain D J Co. Inc. 0.99% Reduce -0.1% 98,980 $21.7M
Allen Mooney & Barnes Investment Advisors LLC 3.66% Reduce -5.7% 98,780 $21.7M
Pine Valley Investments Ltd Liability Co 1.42% Reduce -3.3% 98,584 $21.6M
Jackson Square Capital, LLC 5.21% Add +20.2% 98,570 $21.6M
Diversify Wealth Management, LLC 1.68% Add +30.2% 98,519 $21.6M
Rosenblum Silverman Sutton S F Inc. 5.42% Reduce -1.3% 98,308 $21.6M
Mirador Capital Partners LP 3.91% Reduce -1.4% 98,304 $21.6M
Coppell Advisory Solutions LLC 3.01% Add +298.5% 96,906 $21.5M
HFR Wealth Management, LLC 5.31% Reduce -1.3% 97,983 $21.5M
Cyrus J. Lawrence, LLC 4.15% Add +0.6% 99,094 $21.5M
NBT Bank, N.A. 1.49% Add +7.7% 97,765 $21.4M
Concourse Financial Group Securities, Inc. 1.21% Reduce -4.5% 91,225 $21.4M
Laird Norton Wetherby Trust Company, LLC 2.93% Add +13.7% 97,706 $21.4M
Mirabaud & Cie SA 6.89% Reduce -7.4% 97,657 $21.4M
Vision Capital Management, Inc. 3.14% Reduce -0.4% 97,496 $21.4M
Norden Group LLC 2.42% Reduce -9.4% 97,471 $21.4M
Portside Wealth Group, LLC 3.53% Reduce -19.4% 97,160 $21.3M
CHURCHILL MANAGEMENT Corp 0.23% Add +30.5% 97,086 $21.3M
Fagan Associates, Inc. 3.38% Add +1.8% 96,966 $21.3M
GW Henssler & Associates Ltd. 1.22% Reduce -1.1% 114,156 $21.3M
Sfmg, LLC 1.68% Add +1.4% 96,820 $21.2M
Gifford Fong Associates 5.21% No change 96,793 $21.2M
Sagespring Wealth Partners, LLC 0.56% — 158,404 $21.2M
Berger Financial Group, Inc 1.47% Add +0.9% 96,670 $21.2M
Kiley Juergens Wealth Management, LLC 5.30% Reduce -2.1% 96,506 $21.2M
Oxler Private Wealth LLC 6.95% Reduce -0.3% 96,406 $21.2M
AlTi Global, Inc. 0.51% Reduce -1.8% 95,567 $21.1M
Cigna Investments Inc. 3.72% Add +0.3% 96,298 $21.1M
Schnieders Capital Management LLC 4.21% Add +3.1% 96,207 $21.1M
ArchPoint Investors 6.93% Reduce -2.2% 96,160 $21.1M
Kodai Capital Management LP 0.86% New 96,160 $21.1M
Octavia Wealth Advisors, LLC 2.56% Reduce -4.3% 95,992 $21.1M
Orange Investment Advisors, Inc. 2.38% Reduce -3.5% 95,958 $21.1M
Capital Investment Counsel, Inc 3.17% Reduce -15.0% 95,931 $21.0M
Grand Jean Capital Management Inc. 4.88% Reduce -0.9% 95,675 $21.0M
Sheets Smith Wealth Management 2.56% Add +0.7% 95,591 $21.0M
Resolute Capital Asset Partners LLC 11.27% Add +11.7% 95,500 $21.0M
Zuckerman Investment Group, LLC 2.01% Reduce -0.3% 88,167 $20.9M
SPX Gestao de Recursos Ltda 3.16% New 95,300 $20.9M
Hollencrest Capital Management 0.84% Add +6.8% 95,207 $20.9M
Transcend Capital Advisors, LLC 1.51% Reduce -14.4% 95,188 $20.9M
Kercheville Advisors, LLC 8.10% Reduce -0.3% 95,186 $20.9M
Rossmore Private Capital 2.58% Add +3.1% 95,133 $20.9M
Ledyard National Bank 1.95% Reduce -3.5% 94,610 $20.8M
Capital Investment Advisory Services, LLC 2.00% Add +1.5% 94,571 $20.7M
Clear Harbor Asset Management, LLC 1.67% Add +7.7% 94,492 $20.7M
GM Advisory Group, LLC 1.15% Add +0.6% 94,449 $20.7M
Keystone Financial Group 2.04% Add +83.0% 92,451 $20.7M
Cadinha & Co. LLC 3.43% Add +755.1% 94,270 $20.7M
Analyst IMS Investment Management Services Ltd. 0.76% Add +36.8% 94,189 $20.7M
Impax Asset Management Group plc 0.09% Reduce -16.8% 94,098 $20.6M
Wellington Shields Capital Management, LLC 3.65% Add +285.0% 367,023 $20.6M
First National Advisers, LLC 3.33% Add +3.4% 94,011 $20.6M
Folger Nolan Fleming Douglas Capital Management, Inc. 2.16% Reduce -8.3% 93,866 $20.6M
EFG Asset Management (North America) Corp. 2.81% Add +17.1% 93,662 $20.5M
Nemes Rush Group LLC 2.54% Add +10.1% 93,636 $20.5M
Altrafin AG 7.11% Add +3.6% 93,510 $20.5M
Creative Financial Designs Inc. 1.67% Reduce -0.8% 93,455 $20.5M
Waldron Private Wealth LLC 0.82% Add +0.6% 93,337 $20.5M
Nilsine Partners, LLC 2.19% Add +12.3% 93,301 $20.5M
Whetstone Capital Advisors, LLC 7.79% Reduce -0.3% 93,240 $20.5M
Nicola Wealth Management LTD. 1.93% Add +40.9% 93,000 $20.4M
Alley Investment Management Company, LLC 2.58% Reduce -0.6% 92,882 $20.4M
BNC Wealth Management, LLC 6.69% Add +2.6% 92,704 $20.3M
Wallington Asset Management, LLC 2.94% Add +0.3% 92,631 $20.3M
Horizon Investments, LLC 0.58% Add +103.8% 92,547 $20.3M
Physicians Financial Services, Inc. 6.16% Add +0.7% 92,465 $20.3M
Greatmark Investment Partners, Inc. 2.76% Add +1.6% 92,398 $20.3M
Telos Capital Management, Inc. 2.16% Reduce -2.4% 92,224 $20.2M
Sunbelt Securities, Inc. 1.78% Reduce -0.3% 91,323 $20.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.98% Add +3.8% 91,762 $20.1M
Abacus Planning Group, Inc. 3.54% Add +0.2% 91,628 $20.1M
Institute for Wealth Management, LLC. 2.52% Reduce -0.4% 91,341 $20.0M
Sendero Wealth Management, LLC 2.98% Add +2.4% 91,107 $20.0M
180 Wealth Advisors, LLC 3.12% Reduce -0.1% 90,831 $19.9M
1ST Source Bank 1.14% Add +2.0% 90,723 $19.9M
Aquatic Capital Management LLC 0.54% New 90,649 $19.9M
Columbia Asset Management 3.80% Reduce -7.1% 90,508 $19.9M
Bath Savings Trust Co 2.01% Reduce -1.2% 90,391 $19.8M
Dillon & Associates Inc. 2.75% Add +4.9% 90,381 $19.8M
L & S Advisors Inc 2.43% Reduce -2.8% 90,052 $19.8M
RK Capital Management, LLC 1.65% New 90,000 $19.7M
Smartleaf Asset Management LLC 2.01% Add +26.9% 88,891 $19.7M
Van Hulzen Asset Management, LLC 1.43% Add +1.0% 89,378 $19.6M
Stockman Wealth Management, Inc. 3.07% Reduce -0.1% 89,342 $19.6M
L.M. Kohn & Company 5.05% Add +0.7% 89,003 $19.5M
Leavell Investment Management, Inc. 0.96% Add +4.5% 88,942 $19.5M
Byrne Financial Freedom, LLC 8.68% — 88,927 $19.5M
TCV Trust & Wealth Management, Inc. 1.79% Add +0.4% 88,433 $19.4M
1248 Management, LLC 8.36% — 88,419 $19.4M
Richard C. Young & CO., LTD. 2.11% Add +0.7% 88,347 $19.4M
Northstar Group, Inc. 3.37% Reduce -1.5% 88,255 $19.4M
Wealthcare Advisory Partners LLC 0.54% Reduce -3.4% 88,253 $19.4M
Morse Asset Management, Inc 4.47% Add +4.6% 87,949 $19.3M
Capital Analysts, LLC 0.77% Reduce -2.9% 87,604 $19.2M
JAT Capital Mgmt LP 3.36% Add +775.0% 87,500 $19.2M
Greenwood Capital Associates LLC 2.50% Reduce -3.8% 87,479 $19.2M
Ibex Wealth Advisors 2.25% Add +37.6% 87,286 $19.1M
Legacy Advisors, LLC 1.86% Add +9.1% 87,259 $19.1M
NWF Advisory Services Inc. 2.79% Add +31.0% 86,871 $19.1M
Alight Capital Management LP 6.42% Add +8.6% 86,843 $19.1M
Point72 Hong Kong Ltd 1.19% New 86,776 $19.0M
EMC Capital Management 10.69% Add +1.2% 86,735 $19.0M
Campbell Newman Asset Management Inc. 1.53% Reduce -0.0% 86,712 $19.0M
Kennedy Capital Management LLC 0.42% Reduce -4.1% 86,548 $19.0M
Sound View Wealth Advisors Group, LLC 1.53% Reduce -0.8% 86,535 $19.0M
Stratos Investment Management, LLC 1.14% Reduce -1.6% 86,517 $19.0M
Park State Asset Management 10.67% Reduce -0.2% 86,499 $19.0M
Trust Co. of Toledo NA 2.48% Add +3.2% 86,248 $18.9M
Winch Advisory Services, LLC 4.92% Reduce -1.7% 86,242 $18.9M
Cliftonlarsonallen Wealth Advisors, LLC 0.37% Add +4.3% 86,076 $18.9M
Huntleigh Advisors, Inc. 4.06% — 85,985 $18.9M
Kozak & Associates, Inc. 4.29% Add +3.6% 83,736 $18.8M
Perennial Advisors, LLC 4.08% — 85,462 $18.7M
Cornerstone Wealth Management, LLC 1.26% Add +4.2% 85,408 $18.7M
Payden & Rygel 1.61% Reduce -9.2% 85,370 $18.7M
West Branch Capital LLC 5.95% Add +2.8% 85,088 $18.7M
Good Life Advisors, LLC 1.36% Add +0.6% 85,059 $18.7M
CapWealth Advisors, LLC 2.05% Add +0.0% 84,652 $18.6M
Linscomb Wealth, Inc. 0.92% Add +0.8% 84,214 $18.5M
Graypoint LLC 1.12% Add +1.6% 84,128 $18.5M
Avior Wealth Management, LLC 0.68% Reduce -0.8% 84,123 $18.5M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3.03% New 84,000 $18.4M
Clearline Capital LP 2.44% Reduce -65.0% 83,915 $18.4M
Vestmark Advisory Solutions, Inc. 0.63% Add +9.5% 83,866 $18.4M
Riverstone Advisors, LLC 10.45% Add +1.1% 83,608 $18.3M
Prosperity Consulting Group, LLC 1.38% Add +2.0% 83,560 $18.3M
Central Pacific Bank - Trust Division 2.51% Reduce -8.3% 83,552 $18.3M
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 11.16% — 83,508 $18.3M
Lincoln Capital LLC 3.85% Reduce -0.5% 83,484 $18.3M
Trivium Point Advisory, LLC 2.31% Add +21.2% 83,469 $18.3M
Bar Harbor Wealth Management 1.20% Reduce -0.6% 83,418 $18.3M
Torray Investment Partners LLC 2.62% Add +0.9% 83,237 $18.3M
EFG Asset Management (Americas) Corp. 3.55% Reduce -2.5% 83,101 $18.2M
Shepherd Financial Partners LLC 2.17% Add +0.8% 82,733 $18.2M
Shufro Rose & Co. LLC 1.41% Reduce -0.8% 82,592 $18.1M
Bogart Wealth, LLC 0.86% Add +1.4% 82,480 $18.1M
Proficio Capital Partners LLC 1.47% Add +16.9% 82,376 $18.1M
Goodman Financial Corp 3.84% Reduce -5.0% 81,969 $18.0M
Sompo Asset Management Co., Ltd. 3.03% Reduce -13.1% 81,800 $17.9M
Covenant Asset Management, LLC 3.98% Reduce -0.9% 81,738 $17.9M
Lindbrook Capital, LLC 1.61% Add +2.8% 81,338 $17.8M
City Holding Co. 2.53% Reduce -11.3% 81,233 $17.8M
Cohen Capital Management, Inc. 2.97% Reduce -0.1% 81,219 $17.8M
Point72 (DIFC) Ltd 1.60% New 81,100 $17.8M
Larson Financial Group LLC 0.92% Reduce -6.8% 81,063 $17.8M
Main Street Financial Solutions, LLC 1.75% Add +62.5% 80,842 $17.7M
Moloney Securities Asset Management, LLC 2.39% Add +16.0% 80,827 $17.7M
University of Texas/Texas Am Investment Management Co. 2.09% Add +7.5% 80,598 $17.7M
Bank of Hawaii 0.97% Reduce -5.8% 80,290 $17.6M
Lazari Capital Management, Inc. 7.02% Add +6.8% 80,233 $17.6M
Cornerstone Wealth Group, LLC 1.44% Add +2.5% 80,186 $17.6M
Fortis Capital Management LLC 3.27% Add +3.0% 80,165 $17.6M
Certuity, LLC 1.91% Reduce -11.1% 80,101 $17.6M
Hodges Capital Management Inc. 1.05% Add +15.5% 80,064 $17.6M
Proem Advisors LLC 8.02% — 80,000 $17.6M
Jackson Square Partners, LLC 1.83% Reduce -11.3% 79,980 $17.5M
Berkshire Capital Holdings Inc. 6.33% Add +799000.0% 79,910 $17.5M
United Capital Management of KS, Inc. 3.19% Add +6.0% 79,815 $17.5M
Centre Asset Management, LLC 4.01% Reduce -8.1% 79,803 $17.5M
Sepio Capital, LP 1.40% Reduce -15.3% 79,596 $17.5M
JCIC Asset Management Inc. 7.07% Add +1.0% 79,557 $17.5M
Checchi Capital Advisers, LLC 1.30% Add +2.1% 79,546 $17.5M
D L Carlson Investment Group Inc. 3.11% Add +1.5% 79,508 $17.4M
Heron Bay Capital Management 3.64% Add +0.5% 79,488 $17.4M
HBK Sorce Advisory LLC 0.53% Add +5.1% 79,404 $17.4M
FourThought Financial Partners, LLC 1.81% Add +1.4% 79,400 $17.4M
Morningstar Investment Services LLC 1.58% Reduce -92.2% 79,333 $17.4M
Hilton Capital Management, LLC 1.50% Reduce -0.1% 79,300 $17.4M
Sigma Investment Counselors Inc. 1.02% Add +0.1% 79,223 $17.4M
Pangea Capital Gestao de Recursos Ltda. 13.36% No change 79,221 $17.4M
Avalon Capital Management 5.61% Reduce -0.4% 79,203 $17.4M
Rice Partnership, LLC 3.30% Reduce -0.8% 78,946 $17.3M
Hennion & Walsh Asset Management, Inc. 0.78% Add +14.9% 78,781 $17.3M
Whitener Capital Management, Inc. 4.84% Reduce -2.5% 78,728 $17.3M
Y.D. More Investments Ltd 1.55% Add +13.8% 78,679 $17.3M
Symphony Financial, Ltd. Co. 2.71% Reduce -4.8% 74,633 $17.3M
Rockbridge Asset Management LLC 9.79% — 78,518 $17.2M
Pennant Select, LLC 13.20% Reduce -17.8% 78,500 $17.2M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 5.68% Add +78.1% 78,420 $17.2M
Morningstar Investment Management LLC 1.36% Add +32.8% 78,397 $17.2M
GLOBALT Investments LLC / GA 0.66% Reduce -0.0% 78,050 $17.1M
Csenge Advisory Group 0.93% Reduce -7.2% 77,856 $17.1M
Sierra Summit Advisors LLC 3.43% Add +3.8% 77,785 $17.1M
Banco BTG Pactual S.A. 3.98% Add +0.5% 77,113 $17.0M
Wesleyan Assurance Society 1.30% Add +481.9% 77,400 $17.0M
Altfest L J & Co. Inc. 2.16% Add +1.1% 77,290 $17.0M
Claro Advisors Inc. 2.29% Add +1.8% 77,097 $16.9M
Spirepoint Private Client, LLC 2.12% Add +4.8% 77,092 $16.9M
Tompkins Financial Corp. 1.57% Add +0.7% 77,069 $16.9M
Brasada Capital Management, LP 3.00% Reduce -3.4% 77,219 $16.9M
NFSG Corp 4.33% Add +2.3% 76,863 $16.9M
Janney Capital Management LLC 1.11% Reduce -3.1% 76,761 $16.8M
Buckley Wealth Management, LLC 5.15% Reduce -1.5% 76,748 $16.8M
Broderick Brian C 3.30% Add +4.0% 76,637 $16.8M
Wolverine Asset Management LLC 1.27% Add +400.1% 76,564 $16.8M
Kintegral Advisory, LLC 1.59% Reduce -4.5% 76,554 $16.8M
Lynwood Price Capital Management LP 11.56% — 76,500 $16.8M
LMR Partners LLP 0.38% Add +3191.9% 76,307 $16.7M
Cornerstone Advisory, LLC 1.90% Reduce -5.3% 73,153 $16.7M
WESPAC Advisors SoCal, LLC 3.78% Reduce -9.9% 76,213 $16.7M
Elk River Wealth Management LLC 3.03% Reduce -1.3% 76,186 $16.7M
Independence Bank of Kentucky 2.57% Add +9.6% 76,174 $16.7M
GeoWealth Management, LLC 0.55% Add +0.1% 76,156 $16.7M
Meridiem Capital Partners LP 1.56% — 75,884 $16.6M
Capital Asset Advisory Services LLC 0.82% Add +1.6% 74,238 $16.6M
Koshinski Asset Management, Inc. 1.42% Add +3.5% 75,840 $16.6M
ZEGA Investments, LLC 4.92% — 70,826 $16.6M
Davis-Rea LTD. 8.42% Reduce -46.6% 75,806 $16.6M
CV Advisors LLC 5.78% Add +50.3% 82,272 $16.6M
SevenBridge Financial Group, LLC 3.14% Reduce -0.8% 71,287 $16.6M
River Wealth Advisors LLC 2.20% Add +0.2% 75,516 $16.6M
RKL Wealth Management LLC 1.47% Reduce -1.5% 75,485 $16.6M
Arcadia Investment Management Corp. 2.64% Add +0.7% 75,381 $16.5M
Schmidt P J Investment Management Inc. 2.86% Reduce -2.3% 75,225 $16.5M
W1M Asset Management Ltd 1.40% Add +8.2% 75,140 $16.5M
Private Trust Co. NA 1.69% Reduce -4.3% 75,105 $16.5M
Maytus Capital Management, LLC 5.75% New 75,000 $16.5M
Vishria Bird Financial Group, LLC 5.75% Reduce -0.6% 74,863 $16.4M
Verdence Capital Advisors LLC 1.32% Add +3.0% 74,773 $16.4M
Naviter Wealth, LLC 1.98% Add +43.3% 74,719 $16.4M
SeaTown Holdings Pte. Ltd. 11.22% Add +34.9% 74,513 $16.3M
Crescent Park Management, L.P. 6.72% Reduce -2.8% 74,428 $16.3M
Prelude Capital Management, LLC 1.37% Add +119.4% 74,409 $16.3M
Ables, Iannone, Moore & Associates, Inc. 10.05% Reduce -2.0% 74,241 $16.3M
Condor Capital Management 1.43% Reduce -1.5% 74,057 $16.2M
Rubicon Global Capital Ltd 10.15% — 74,000 $16.2M
Elevation Point Wealth Partners, LLC 1.31% Add +68.7% 73,963 $16.2M
Capital & Planning, LLC 11.85% — 73,851 $16.2M
Soapstone Management L.P. 15.20% Reduce -13.2% 73,750 $16.2M
First Interstate Bank 0.98% Reduce -27.4% 73,678 $16.2M
SageView Advisory Group, LLC 0.69% Add +41.6% 73,511 $16.1M
Howland Capital Management LLC 0.71% Add +2.8% 73,394 $16.1M
Nvwm, LLC 4.06% Reduce -1.3% 73,390 $16.1M
Manhattan West Asset Management, LLC 4.35% Add +3.9% 73,368 $16.1M
Continuum Advisory, LLC 2.06% Add +4.8% 73,350 $16.1M
Strategic Wealth Partners, Ltd. 1.33% Add +6.2% 69,757 $16.1M
Cassaday & Co Wealth Management LLC 0.44% Add +2.2% 73,037 $16.0M
Holderness Investments Co. 3.53% Add +1.0% 73,028 $16.0M
Supplemental Annuity Collective Trust of NJ 4.69% Reduce -3.1% 72,700 $15.9M
Whalerock Point Partners, LLC 3.82% Add +1.5% 72,573 $15.9M
Hedeker Wealth, LLC 3.95% Reduce -0.0% 72,320 $15.9M
Bank of Nova Scotia Trust Co. 1.67% Reduce -4.4% 72,252 $15.9M
Kenora Financial, LLC 6.30% Add +1.3% 72,147 $15.8M
Nations Financial Group Inc, /Ia/ 1.16% Reduce -17.1% 72,129 $15.8M
Grove Bank & Trust 2.19% Reduce -8.9% 72,069 $15.8M
JTC Employer Solutions Trustee Ltd 1.12% Add +10.4% 71,477 $15.8M
Taikang Asset Management (Hong Kong) Co Ltd 2.32% Reduce -53.7% 72,045 $15.8M
Haverford Trust Co 0.16% Reduce -7.2% 71,846 $15.8M
Security National Bank 2.25% Reduce -0.9% 71,762 $15.7M
Oberndorf William E 26.28% No change 71,749 $15.7M
Geneva Partners, LLC 6.39% Add +22.9% 71,708 $15.7M
Cascade Financial Partners, LLC 2.05% Reduce -4.6% 71,632 $15.7M
Sage Capital Advisors,llc 4.08% Add +0.6% 71,463 $15.7M
Sterling Investment Advisors, Ltd. 3.80% Reduce -3.1% 71,455 $15.7M
Avidian Wealth Enterprises, LLC 0.70% Add +1.1% 71,435 $15.7M
Sandbox Financial Partners, LLC 5.22% Reduce -2.2% 71,387 $15.7M
Spinnaker Trust 0.99% Add +0.6% 71,378 $15.7M
Donaldson Capital Management, LLC 0.60% Add +2.5% 71,162 $15.6M
MYDA Advisors LLC 4.45% Reduce -1.4% 71,000 $15.6M
Redwood Investments, LLC 4.17% Reduce -6.4% 70,917 $15.6M
Arvin Capital Management LP 6.24% Reduce -35.6% 70,899 $15.6M
Modern Wealth Management, LLC 0.58% Add +102.2% 70,861 $15.5M
Calydon Capital 3.06% Reduce -47.8% 70,815 $15.5M
Generali Investments CEE, investicni spolecnost, a.s. 1.60% — 70,700 $15.5M
Nikulski Financial, Inc. 4.56% Reduce -2.6% 70,640 $15.5M
Moser Wealth Advisors, LLC 8.06% Reduce -1.8% 70,627 $15.5M
QV Investors Inc. 1.60% Add +14.1% 70,610 $15.5M
Central Bank & Trust Co. 2.34% Reduce -10.3% 70,606 $15.5M
Magnus Financial Group LLC 1.50% Add +10.1% 70,515 $15.5M
Marietta Wealth Management, LLC 2.22% Add +0.5% 70,479 $15.5M
Griffin Asset Management, Inc. 1.82% Reduce -4.9% 70,456 $15.5M
RMR Wealth Builders 1.60% Add +2.5% 70,423 $15.5M
Pinnacle Wealth Management Advisory Group, LLC 1.44% Add +0.4% 70,360 $15.4M
Gladius Capital Management LP 8.87% Add +23.6% 70,336 $15.4M
Beacon Investment Advisory Services, Inc. 0.67% Reduce -4.3% 70,275 $15.4M
Parkside Investments, LLC 2.31% Reduce -14.4% 62,713 $15.4M
Iyo Bank, Ltd. 5.27% No change 70,209 $15.4M
Golden State Wealth Management, LLC 2.30% — 70,102 $15.4M
S.E.E.D. Planning Group LLC 5.13% Reduce -7.3% 70,034 $15.4M
Hendershot Investments Inc. 2.09% Add +11.2% 70,031 $15.4M
Headwater Capital Co Ltd 8.19% — 70,000 $15.4M
Artemis Wealth Advisors, LLC 2.44% No change 70,000 $15.4M
Elequin Capital, LP 2.38% New 70,000 $15.4M
Grassi Investment Management 1.31% Reduce -3.6% 69,875 $15.3M
Consolidated Capital Management, LLC 6.68% Reduce -1.3% 69,842 $15.3M
Violich Capital Management, Inc. 1.99% Add +44.1% 69,795 $15.3M
Triavera Capital LLC 9.21% — 69,765 $15.3M
John G Ullman & Associates Inc. 2.25% Reduce -2.9% 69,583 $15.3M
Hound Partners, LLC 7.33% Reduce -36.8% 69,540 $15.3M
Ramsay, Stattman, Vela & Price, Inc. 2.84% Add +0.8% 69,491 $15.2M
Cypress Capital Group 1.87% Add +0.9% 69,397 $15.2M
Arax Advisory Partners 0.96% Add +51.3% 69,342 $15.2M
LRI Investments, LLC 1.44% Reduce -0.2% 90,146 $15.2M
BOCHK Asset Management Ltd 4.65% Reduce -17.6% 69,241 $15.2M
Venturi Wealth Management, LLC 0.75% Add +9.6% 69,199 $15.2M
Community Financial Services Group, LLC 3.01% Reduce -0.3% 69,161 $15.2M
Apollon Financial, LLC 3.79% Add +2.3% 69,108 $15.2M
Fragasso Financial Advisors Inc 1.16% Reduce -3.8% 69,030 $15.1M
Bulltick Wealth Management, LLC 3.56% Reduce -9.2% 68,944 $15.1M
Timber Creek Capital Management LLC 4.37% Add +0.0% 68,939 $15.1M
NWK Group, Inc. 5.84% Reduce -2.7% 68,938 $15.1M
Private Capital Advisors, Inc. 1.80% Reduce -2.4% 68,823 $15.1M
Bourgeon Capital Management LLC 2.86% Reduce -0.4% 68,717 $15.1M
Portfolio Design Labs, LLC 3.08% Add +23.9% 68,528 $15.0M
Cypress Asset Management Inc. 3.73% Reduce -1.9% 67,567 $15.0M
Activest Wealth Management 4.18% Add +0.5% 68,126 $14.9M
New Hampshire Trust 3.14% Add +1.7% 67,960 $14.9M
Gardner Lewis Asset Management L P 3.78% Reduce -2.1% 67,937 $14.9M
Financial Partners Group, Inc 2.17% Reduce -0.4% 67,927 $14.9M
Anchor Investment Management, LLC 1.39% Add +2.4% 67,797 $14.9M
Family Manage LLC 2.41% Add +2.9% 67,719 $14.9M
IPG Investment Advisors LLC 3.38% Reduce -19.2% 67,633 $14.8M
Elevatus Welath Management 5.08% Add +3.1% 67,625 $14.8M
Harvard Management Co. Inc. 0.88% New 67,500 $14.8M
Owl Creek Asset Management, L.P. 3.48% Reduce -63.9% 67,411 $14.8M
Personal Cfo Solutions, LLC 2.91% Reduce -5.4% 67,365 $14.8M
Unio Capital LLC 5.29% Add +25.8% 67,364 $14.8M
Carret Asset Management, LLC 1.62% Add +0.5% 67,253 $14.8M
Evanson Asset Management, LLC 1.01% Reduce -1.5% 67,235 $14.8M
Hills Bank & Trust Co 1.11% Add +1.4% 67,206 $14.7M
Sustainable Insight Capital Management, LLC 6.43% Add +104.5% 66,991 $14.7M
FAS Wealth Partners, Inc. 1.23% Reduce -0.9% 66,957 $14.7M
Stony Point Capital LLC 3.37% No change 66,830 $14.7M
Little House Capital LLC 4.19% Add +1.8% 66,808 $14.7M
Motco 1.50% Reduce -6.6% 66,646 $14.6M
James Investment Research, Inc. 1.74% Reduce -1.7% 66,592 $14.6M
Sierra Capital LLC 1.73% Add +1.6% 66,558 $14.6M
Alps Advisors Inc. 0.09% Reduce -0.1% 66,419 $14.6M
Hutchinson Capital Management 2.75% Reduce -0.3% 66,356 $14.6M
Intrust Bank NA 1.47% Reduce -0.8% 66,186 $14.5M
Premier Path Wealth Partners, LLC 2.21% Add +2.5% 66,126 $14.5M
Westover Capital Advisors, LLC 3.19% Add +1.3% 66,102 $14.5M
SOA Wealth Advisors, LLC. 2.67% Reduce -1.2% 65,949 $14.5M
North Star Investment Management Corp. 1.01% Add +0.1% 65,943 $14.5M
Tufton Capital Management 2.73% Reduce -0.1% 65,788 $14.4M
Steele Capital Management, Inc. 0.75% Reduce -0.8% 65,735 $14.4M
WealthPlan Investment Management, LLC 1.42% Reduce -3.5% 65,711 $14.4M
Asset Planning,Inc 10.97% — 65,626 $14.4M
Pacific Sage Partners, LLC 3.28% Add +8.8% 65,471 $14.4M
SFE Investment Counsel 3.05% Add +2.3% 65,425 $14.4M
Arrow Financial Corp 1.36% Reduce -4.7% 65,254 $14.3M
Kanawha Capital Management LLC 1.12% Add +7.1% 65,254 $14.3M
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 10.96% Add +159.5% 65,080 $14.3M
Bridgewater Advisors Inc. 1.49% Reduce -0.5% 65,557 $14.3M
3G Capital Partners LP 4.09% Reduce -63.9% 65,000 $14.3M
PFG Advisors 0.87% Reduce -1.8% 64,814 $14.2M
Rehmann Capital Advisory Group 0.90% Add +3.3% 64,759 $14.2M
Citizens National Bank Trust Department 3.00% Add +0.1% 64,741 $14.2M
Blue Trust, Inc. 0.18% Reduce -24.5% 64,702 $14.2M
Chemung Canal Trust Co. 2.95% Reduce -6.5% 64,539 $14.2M
Parcion Private Wealth LLC 1.08% Add +1.6% 64,537 $14.2M
Bray Capital Advisors 3.82% Reduce -11.2% 64,428 $14.1M
Canvas Wealth Advisors, LLC 3.55% Reduce -0.6% 64,417 $14.1M
WealthPLAN Partners, LLC 2.00% Reduce -6.2% 64,330 $14.1M
Kennedy Investment Group, Inc. 6.38% Reduce -0.2% 64,261 $14.1M
Bensler, LLC 1.68% Reduce -0.5% 64,228 $14.1M
Mine & Arao Wealth Creation & Management, LLC. 6.45% Reduce -0.2% 64,161 $14.1M
Algert Global LLC 0.33% Reduce -21.0% 63,926 $14.0M
TAGStone Capital, Inc. 6.90% No change 63,911 $14.0M
Evelyn Partners Asset Management Ltd 3.76% — 63,735 $14.0M
Kidder Stephen W 4.20% Add +0.3% 63,579 $13.9M
Balboa Wealth Partners 3.19% Reduce -5.9% 63,545 $13.9M
Capital Planning Advisors, LLC 2.15% Add +4.8% 63,489 $13.9M
Aspen Grove Capital, LLC 2.95% Add +36.3% 63,378 $13.9M
Liberty Capital Management, Inc. 3.07% Reduce -0.1% 63,121 $13.8M
Wealth Alliance, LLC 1.65% Reduce -1.9% 63,055 $13.8M
Plimoth Trust Co. LLC 3.55% Reduce -0.0% 63,005 $13.8M
Generali Powszechne Towarzystwo Emerytalne 4.64% No change 63,000 $13.8M
Templeton & Phillips Capital Management, LLC 10.91% Reduce -0.3% 62,709 $13.8M
RPg Family Wealth Advisory, LLC 4.86% Add +2.9% 62,673 $13.7M
Buffington Mohr McNeal 2.28% Add +1.7% 62,670 $13.7M
Perennial Investment Advisors, LLC 1.62% Reduce -2.6% 62,659 $13.7M
Lake Street Private Wealth, LLC 2.21% Reduce -0.5% 62,622 $13.7M
Sphera Funds Management LTD. 2.54% Reduce -40.7% 62,607 $13.7M
Ironwood Investment Counsel, LLC 2.35% Reduce -0.6% 62,577 $13.7M
Clearstead Trust, LLC 2.96% Add +5.3% 62,533 $13.7M
Tiptree Advisors, LLC 14.22% — 62,500 $13.7M
Congress Park Capital LLC 4.98% Reduce -1.6% 62,497 $13.7M
Bell Bank 1.02% Add +1.0% 62,360 $13.7M
Nicholas Investment Partners, LP 1.33% No change 62,121 $13.6M
Cooper Investors PTY Ltd. 2.15% Add +10.6% 62,113 $13.6M
Mechanics Bank Trust Department 1.81% Add +3.0% 62,018 $13.6M
Townsend Asset Management Corp. /NC/ 4.96% Add +6.8% 61,873 $13.6M
FFG Partners, LLC 4.75% Add +0.8% 61,787 $13.6M
Cullen Investment Group, LTD. 2.00% Add +2.9% 61,700 $13.5M
Sargent Investment Group, LLC 2.21% Add +17.7% 61,851 $13.5M
Duncker Streett & Co. Inc. 2.51% Add +0.2% 61,583 $13.5M
Cheviot Value Management, LLC 2.59% Add +1.4% 61,550 $13.5M
Canandaigua National Bank & Trust Co. 1.33% Reduce -6.0% 61,466 $13.5M
RNC Capital Management LLC 0.72% Add +26.6% 61,454 $13.5M
Valmark Advisers, Inc. 0.21% Reduce -0.4% 61,422 $13.5M
PYA Waltman Capital, LLC 4.34% Reduce -0.4% 61,408 $13.5M
Mirabaud Asset Management Ltd 6.27% Reduce -25.9% 60,876 $13.5M
Cherry Creek Investment Advisors, Inc. 6.61% Reduce -2.8% 61,302 $13.4M
Chiron Investment Management, LLC 4.47% Add +39.8% 61,229 $13.4M
Jamison Private Wealth Management, Inc. 1.98% Add +1.7% 61,196 $13.4M
Regatta Capital Group, LLC 2.60% Reduce -2.3% 61,144 $13.4M
Colonial Trust Co / SC 1.99% Add +5.9% 61,074 $13.4M
Bluegrass Capital Partners LP 11.88% Add +45.2% 61,000 $13.4M
Nelson Capital Management, LLC 2.22% Reduce -2.6% 60,890 $13.4M
Decatur Capital Management, Inc. 6.09% Reduce -1.4% 60,869 $13.4M
Quadcap Wealth Management, LLC 1.97% Add +3.2% 60,855 $13.4M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3.31% Reduce -3.0% 60,738 $13.3M
CapitalatWork S.A. 0.43% Reduce -1.2% 60,700 $13.3M
Tradewinds, LLC. 3.70% Add +1.2% 57,404 $13.3M
STF Management LP 5.97% Add +3.9% 60,659 $13.3M
Brooklyn Investment Group 3.96% Add +9.9% 60,514 $13.3M
Wealth Effects LLC 4.71% Reduce -1.1% 60,497 $13.3M
Accuvest Global Advisors 18.54% Add +5.6% 59,734 $13.2M
Scott & Selber, Inc. 3.98% Reduce -2.4% 60,246 $13.2M
Puzo Michael J 3.69% Reduce -4.0% 60,225 $13.2M
Strong Tower Advisory Services 3.44% Add +0.8% 60,172 $13.2M
Roman Butler Fullerton & Co. 4.19% Reduce -4.6% 55,978 $13.2M
GWN Securities Inc. 3.51% — 56,179 $13.1M
Executive Wealth Management, LLC 1.03% Add +1.2% 59,828 $13.1M
UNICOM Systems, Inc. 3.19% — 59,800 $13.1M
Platinum Investment Management Ltd. 0.77% Reduce -7.1% 59,770 $13.1M
TigerOak Management, L.L.C. 4.79% — 59,688 $13.1M
Parkside Financial Bank & Trust 1.73% Add +5.4% 59,604 $13.1M
Cinctive Capital Management LP 0.70% New 59,552 $13.1M
Moneco Advisors, LLC 1.38% Add +3.6% 59,502 $13.1M
Once Capital Management, LLC 5.92% No change 59,400 $13.0M
United Advisor Group, LLC 2.58% Reduce -2.7% 59,397 $13.0M
Family Capital Management, Inc. 7.87% Add +0.3% 59,389 $13.0M
PICTET BANK & TRUST Ltd 13.02% Add +0.8% 59,380 $13.0M
Mezzasalma Advisors, LLC 4.20% Add +0.9% 59,344 $13.0M
M Holdings Securities, Inc. 2.10% Reduce -3.1% 59,314 $13.0M
Sage Mountain Advisors LLC 0.95% Add +11.9% 59,312 $13.0M
MainStreet Investment Advisors LLC 1.82% Reduce -2.1% 59,231 $13.0M
Titleist Asset Management, LLC 1.49% Reduce -7.3% 59,151 $13.0M
NatWest Group plc 3.84% Add +45.8% 59,125 $13.0M
BW Gestao de Investimentos Ltda. 0.61% Add +71.3% 59,119 $13.0M
Scholtz & Company, LLC 6.18% Add +9.9% 58,827 $12.9M
Point Windward Advisors Inc. 4.83% Reduce -4.1% 58,779 $12.9M
111 Capital 2.71% — 58,767 $12.9M
Leelyn Smith, LLC 2.29% Reduce -1.8% 58,721 $12.9M
Silver Oak Securities, Incorporated 1.20% Add +15.9% 58,210 $12.9M
Visionary Wealth Advisors 0.75% Add +13.4% 58,555 $12.8M
Engineers Gate Manager LP 0.22% Add +229.9% 58,455 $12.8M
San Luis Wealth Advisors LLC 2.43% Add +22.0% 58,418 $12.8M
Seaview Investment Managers LLC 3.54% Add +8.2% 58,350 $12.8M
KG Capital Management 4.11% Reduce -7.6% 58,200 $12.8M
MADDEN SECURITIES Corp 5.10% Add +0.2% 58,118 $12.8M
CFO4Life Group, LLC 2.24% Add +0.1% 58,077 $12.7M
East Coast Asset Management, LLC. 4.25% Reduce -5.7% 58,033 $12.7M
Searcy Financial Services Inc. 5.87% Reduce -4.1% 57,983 $12.7M
Welch Group, LLC 0.57% Add +2.8% 57,438 $12.7M
Forvis Mazars Wealth Advisors, LLC 0.29% Add +1.7% 57,877 $12.7M
Tradition Wealth Management, LLC 1.12% Add +3.9% 57,758 $12.7M
Fort Point Capital Partners LLC 1.42% Add +0.6% 57,752 $12.7M
Georgetown University 3.73% No change 57,660 $12.7M
Next Century Growth Investors LLC 0.95% Add +14.5% 57,658 $12.6M
Buck Wealth Strategies, LLC 2.63% Add +26.7% 57,610 $12.6M
Beverly Hills Private Wealth, LLC 2.56% Add +1.2% 57,483 $12.6M
Asio Capital, LLC 2.38% Reduce -0.5% 57,467 $12.6M
Conning Inc. 0.46% Reduce -4.4% 57,348 $12.6M
Syon Capital LLC 1.13% Add +29.6% 57,316 $12.6M
Roberts Wealth Advisors, LLC 3.82% Reduce -0.7% 56,280 $12.6M
Infusive Asset Management Inc. 5.59% Reduce -35.0% 57,229 $12.6M
Johnson Financial Group, Inc. 0.59% Add +1.5% 52,808 $12.6M
Glen Eagle Advisors, LLC 2.08% Add +0.4% 57,189 $12.5M
Pioneer Trust Bank N A 3.16% Add +1.7% 57,170 $12.5M
Consolidated Investment Group LLC 1.76% No change 57,120 $12.5M
Kelly Lawrence W & Associates Inc. 2.97% Add +0.3% 57,070 $12.5M
Sphera Management Technology Funds Ltd 9.92% — 57,050 $12.5M
HWG Holdings LP 4.10% Add +1.4% 57,044 $12.5M
Alliance Wealth Advisors, LLC 3.22% Reduce -20.9% 56,938 $12.5M
Peterson Wealth Services 3.82% Reduce -0.1% 56,729 $12.4M
Schaper Benz & Wise Investment Counsel Inc. 1.00% Add +2.3% 56,626 $12.4M
Spectrum Wealth Counsel, LLC 1.46% Reduce -1.1% 56,588 $12.4M
Capital Group Investment Management Pte. LTD. 2.35% Add +32.3% 56,358 $12.4M
JT Stratford LLC 2.04% Add +10.7% 56,256 $12.3M
McCollum Christoferson Group LLC 3.63% Add +0.1% 55,995 $12.3M
Greater Midwest Financial Group, LLC 7.75% Add +2.0% 55,835 $12.2M
Bard Financial Services, Inc. 1.47% Add +0.9% 55,690 $12.2M
Game Creek Capital, LP 6.68% Reduce -0.3% 55,525 $12.2M
Kemnay Advisory Services Inc. 2.19% Reduce -24.3% 55,492 $12.2M
WealthBridge Investment Counsel Inc. 4.47% Add +0.2% 55,471 $12.2M
RAM Investment Partners, LLC 2.99% Add +89.2% 55,407 $12.2M
Summerhill Capital Management lnc. 9.07% Add +2.2% 55,390 $12.2M
Bellecapital International Ltd. 2.17% Add +17.7% 55,330 $12.1M
TLW Wealth Management, LLC 7.22% Add +0.9% 55,234 $12.1M
Garden State Investment Advisory Services LLC 3.72% Reduce -0.0% 55,119 $12.1M
First Heartland Consultants, Inc. 1.24% Reduce -11.3% 55,024 $12.1M
Zhang Financial LLC 0.69% Add +7.7% 55,020 $12.1M
Chronos Wealth Management, LLC 6.16% Reduce -0.8% 54,980 $12.1M
Realta Investment Advisors 4.94% Add +3.6% 53,746 $12.0M
Albar Capital Partners LLP 2.89% — 54,871 $12.0M
Meridian Wealth Advisors, LLC 1.98% Reduce -18.9% 54,844 $12.0M
Savvy Advisors, Inc. 1.45% Add +78.2% 54,793 $12.0M
Bearing Point Capital, LLC 2.51% — 54,760 $12.0M
King Wealth Management Group 1.75% Add +15.2% 54,663 $12.0M
Sound Income Strategies, LLC 0.74% Add +8.1% 54,634 $12.0M
Capital City Trust Co. 2.99% Add +0.7% 54,620 $12.0M
Advanced Asset Management Advisors Inc 3.14% No change 54,600 $12.0M
Prudent Investors Network, Inc. 3.49% Reduce -2.7% 54,334 $11.9M
Courier Capital LLC 0.82% Reduce -3.4% 54,184 $11.9M
Rational Advisors, Inc. 1.21% Reduce -8.6% 54,175 $11.9M
AlpenGlobal Capital LLC 7.70% — 54,025 $11.9M
Wright Investors Service Inc. 3.85% Reduce -11.1% 53,987 $11.8M
Crystal Rock Capital Management 7.25% Reduce -4.9% 53,870 $11.8M
Mathes Company, Inc. 4.34% Reduce -1.6% 53,840 $11.8M
Alpine Woods Capital Investors, LLC 2.24% Reduce -5.3% 53,822 $11.8M
Platform Technology Partners 3.57% Reduce -0.9% 53,783 $11.8M
Kelleher Financial Advisors 4.45% Add +2.0% 53,686 $11.8M
XML Financial, LLC 1.08% Add +1.3% 53,619 $11.8M
Clay Northam Wealth Management, LLC 7.59% Add +0.5% 53,568 $11.8M
Westside Investment Management, Inc. 2.47% Reduce -1.1% 53,505 $11.7M
Edge Capital Group, LLC 0.52% Add +2.2% 53,478 $11.7M
Harmony Asset Management LLC 4.65% Add +3.5% 53,444 $11.7M
Laurel Wealth Advisors LLC 1.83% Reduce -0.4% 53,374 $11.7M
ICONIQ Capital, LLC 0.18% Add +53.4% 53,348 $11.7M
Alcosta Capital Management, Inc. 6.82% Add +0.3% 53,295 $11.7M
Arjuna Capital 3.11% Reduce -2.7% 53,234 $11.7M
Tyche Wealth Partners LLC 2.47% Reduce -2.8% 53,214 $11.7M
Everhart Financial Group, Inc. 2.40% Add +13.3% 53,057 $11.6M
IFG Advisory, LLC 0.66% Add +5.0% 52,987 $11.6M
Valueworks LLC 3.87% Reduce -10.2% 52,985 $11.6M
Channing Global Advisors, LLC 7.73% Add +44.0% 52,858 $11.6M
Fairfield Financial Advisors, LTD 4.08% Reduce -3.2% 52,841 $11.6M
Burr Financial Services, LLC 7.80% Add +7.7% 52,716 $11.6M
Marathon Trading Investment Management LLC 1.93% Add +2251.3% 52,693 $11.6M
Ardsley Advisory Partners LP 2.23% Add +5.0% 52,500 $11.5M
GPM Growth Investors, Inc. 4.87% Reduce -0.6% 52,494 $11.5M
Community Bank & Trust, Waco, Texas 2.63% Reduce -1.4% 52,481 $11.5M
Nicolet Advisory Services, LLC 1.06% Add +2.1% 52,523 $11.5M
Legacy CG, LLC 3.52% Reduce -2.5% 52,396 $11.5M
Monetary Management Group Inc. 2.99% Reduce -2.4% 52,390 $11.5M
Penbrook Management LLC 7.83% Reduce -0.6% 52,340 $11.5M
Hamilton Capital Partners, LLC 7.25% — 52,326 $11.5M
Smithfield Trust Co 0.57% Reduce -0.4% 52,309 $11.5M
In-Depth Partners, LLC 12.15% Add +29.9% 52,287 $11.5M
Castle Rock Wealth Management, LLC 2.73% Reduce -7.6% 50,046 $11.4M
Annandale Capital, LLC 2.26% Reduce 0.0% 52,054 $11.4M
Tairen Capital Ltd 1.68% New 52,050 $11.4M
Gryphon Financial Partners LLC 1.64% Reduce -4.0% 52,034 $11.4M
Rench Wealth Management, Inc. 3.89% Add +3.1% 51,978 $11.4M
Bradley & Co. Private Wealth Management, LLC 7.09% — 51,775 $11.4M
Convergence Investment Partners, LLC 2.54% Add +39.4% 51,757 $11.4M
Accent Capital Management, LLC 6.46% Reduce -4.3% 51,730 $11.3M
Prospect Hill Management, LLC 4.99% Reduce -0.2% 51,718 $11.3M
Morangie Management LLC 9.22% — 51,603 $11.3M
Monetta Financial Services Inc. 9.09% No change 51,500 $11.3M
CastleKnight Management LP 1.32% Add +6.2% 51,490 $11.3M
McGuire Investment Group, LLC 1.63% Add +1.3% 51,410 $11.3M
EagleClaw Capital Managment, LLC 1.79% Reduce -0.2% 51,345 $11.3M
Helios Capital Management Pte. Ltd. 6.56% Add +26.5% 51,250 $11.2M
Wormser Freres Gestion 6.68% Reduce -1.4% 50,812 $11.2M
Mission Creek Capital Partners, Inc. 2.45% Add +10.7% 55,925 $11.2M
LS Investment Advisors, LLC 1.64% Add +6.8% 51,102 $11.2M
WealthBridge Capital Management, LLC 3.11% Add +0.9% 51,051 $11.2M
Harbour Capital Advisors, LLC 2.50% Reduce -0.5% 49,957 $11.2M
Summit Global Investments 0.70% Reduce -36.1% 50,983 $11.2M
Asset Dedication, LLC 0.88% Reduce -11.2% 50,961 $11.2M
IMS Capital Management 5.18% Add +6.0% 50,902 $11.2M
Graves Light Lenhart Wealth, Inc. 1.39% Reduce -0.3% 50,854 $11.2M
Aaron Wealth Advisors LLC 1.29% Add +8.5% 50,783 $11.1M
WMS Partners, LLC 0.62% Add +10.8% 50,742 $11.1M
Greenline Partners, LLC 1.56% Add +12.3% 50,739 $11.1M
Penserra Capital Management LLC 0.20% Add +119.6% 50,732 $11.1M
White Knight Strategic Wealth Advisors, LLC 4.65% Add +94.3% 50,714 $11.1M
Wrapmanager Inc. 2.85% Reduce -4.9% 50,707 $11.1M
Lodestar Private Asset Management LLC 1.39% Reduce -0.2% 50,691 $11.1M
West Coast Financial LLC 1.23% Add +3032.6% 50,685 $11.1M
Chemistry Wealth Management LLC 2.61% Add +8.5% 50,672 $11.1M
FACT Capital, LP 4.83% Reduce -13.6% 50,505 $11.1M
Sandler Capital Management 1.81% Add +13.7% 50,433 $11.1M
Westend Capital Management, LLC 3.28% Reduce -0.1% 50,421 $11.1M
Heritage Trust Co 1.30% — 50,369 $11.1M
Goelzer Investment Management, Inc. 0.64% Add +4.0% 50,314 $11.0M
PFC Capital Group, Inc. 5.33% Add +0.6% 50,210 $11.0M
Capital Advisors Wealth Management, LLC 1.96% Add +9.4% 50,187 $11.0M
Verde Servicos Internacionais S.A. 4.74% Reduce -55.8% 50,144 $11.0M
Pettyjohn, Wood & White, Inc. 2.02% Add +1.3% 50,135 $11.0M
HCR Wealth Advisors 1.38% Reduce -2.4% 50,106 $11.0M
Angeles Wealth Management, LLC 0.91% Add +6.8% 50,046 $11.0M
Central Asset Investments & Management Holdings (HK) Ltd 7.13% Add +958.5% 50,026 $11.0M
KP Management LLC 3.85% Reduce -20.0% 50,000 $11.0M
Palmer Knight Co 4.91% Add +0.4% 49,939 $11.0M
CHICAGO TRUST Co NA 2.03% Reduce -5.6% 49,933 $11.0M
Tikehau Investment Management 13.18% Reduce -13.1% 49,897 $10.9M
Delta Investment Management, LLC 2.13% Reduce -11.8% 49,891 $10.9M
Blue Edge Capital, LLC 1.71% Add +1.4% 49,680 $10.9M
Beck Capital Management, LLC 2.89% Add +3.0% 49,660 $10.9M
Pure Financial Advisors, LLC 0.25% Add +6.0% 49,644 $10.9M
Chase Investment Counsel Corp. 3.50% Add +4.3% 49,613 $10.9M
Wealth High Governance Capital Ltda 3.90% Add +396.0% 49,600 $10.9M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 5.67% Add +124.9% 78,120 $10.9M
Banque de Luxembourg S.A. 5.86% — 49,394 $10.9M
Harbor Advisory Corp. 3.57% Reduce -1.0% 49,588 $10.9M
Secure Asset Management, LLC 1.65% Add +0.1% 49,543 $10.9M
LaFleur & Godfrey LLC 1.49% Add +1.8% 49,407 $10.8M
Stableford Capital II LLC 4.28% Reduce -1.6% 49,318 $10.8M
Mather Group, Llc. 0.14% Add +8.3% 49,290 $10.8M
HBW Advisory Services LLC 1.11% Reduce -0.3% 49,258 $10.8M
BTG Pactual Asset Management US LLC 1.40% Add +0.6% 49,227 $10.8M
TRUE Private Wealth Advisors 1.31% Reduce -1.5% 49,031 $10.8M
Journey Strategic Wealth LLC 0.40% Add +5.5% 48,990 $10.7M
River Global Investors LLP 2.09% Reduce -43.3% 48,982 $10.7M
Ipswich Investment Management Co., Inc. 2.58% Add +0.3% 48,969 $10.7M
Miller Investment Management, LP 1.18% Reduce -0.0% 48,955 $10.7M
Jasper Ridge Partners, L.P. 0.34% Add +0.1% 48,948 $10.7M
Ascentis Independent Advisors 2.05% Reduce -8.4% 48,916 $10.7M
Insight Advisors, LLC/ PA 1.84% Add +0.9% 48,478 $10.7M
HTLF Bank 1.21% Reduce -2.4% 48,897 $10.7M
Purus Wealth Management, LLC 4.24% Add +0.5% 48,879 $10.7M
TenCore Partners, LP 5.29% Reduce -7.2% 48,868 $10.7M
Leeward Financial Partners, LLC 3.82% Reduce -2.5% 48,821 $10.7M
Alphadyne Asset Management LP 4.44% New 48,768 $10.7M
Chapman Investment Management, LLC 7.96% Add +0.1% 48,752 $10.7M
Merriman Wealth Management, LLC 0.44% Reduce -5.6% 48,696 $10.7M
Union Heritage Capital, LLC 3.94% No change 48,664 $10.7M
Hillman Capital Management, Inc. 3.96% Reduce -2.2% 48,661 $10.7M
RDA Financial Network 3.11% Add +25.3% 48,604 $10.7M
Affinity Wealth Management LLC 1.89% Add +0.8% 48,511 $10.6M
Peregrine Investment Management Inc. 6.17% — 48,470 $10.6M
Trust Point Inc. 0.74% Add +5.0% 48,413 $10.6M
Barrier Capital Management, LLC 8.56% Add +0.1% 48,376 $10.6M
Concord Wealth Partners 1.74% Add +9.0% 48,354 $10.6M
Prairie Sky Financial Group LLC 6.50% Reduce -0.7% 48,330 $10.6M
Sone Capital Management, LLC 1.34% — 48,294 $10.6M
Brick & Kyle, Associates 4.52% Reduce -0.7% 48,150 $10.6M
B & T Capital Management DBA Alpha Capital Management 1.93% Reduce -2.0% 47,997 $10.5M
Optimist Retirement Group LLC 4.98% No change 47,990 $10.5M
DSG Capital Advisors, LLC 1.91% — 47,977 $10.5M
McKinley Carter Wealth Services, Inc. 0.64% Reduce -0.5% 47,931 $10.5M
Paragon Capital Management LLC 5.63% Reduce -5.6% 47,902 $10.5M
Snider Financial Group 3.25% Add +52.8% 47,833 $10.5M
Blume Capital Management, Inc. 2.36% Reduce -0.7% 47,820 $10.5M
AlphaCore Capital LLC 2.27% Reduce -1.7% 47,803 $10.5M
Wealth Advisory Solutions, LLC 2.94% Reduce -0.4% 47,774 $10.5M
Glassy Mountain Advisors, Inc. 3.58% Add +0.4% 47,734 $10.5M
Codex Capital Asset Management L.L.C. 4.63% No change 47,700 $10.5M
GC Wealth Management RIA, LLC 1.84% Reduce -5.6% 47,695 $10.5M
Thames Capital Management LLC 2.84% Reduce -30.1% 47,691 $10.5M
Threadgill Financial, LLC 5.56% Add +5.8% 47,668 $10.5M
one8zero8, LLC 2.25% — 47,495 $10.4M
BBR Partners, LLC 0.73% Add +15.2% 47,354 $10.4M
Parkwood LLC 1.27% Reduce -72.9% 47,189 $10.4M
Iowa State Bank 2.15% Add +1.3% 47,054 $10.3M
Patriot Financial Group Insurance Agency, LLC 1.38% Add +2.9% 46,954 $10.3M
Seamount Financial Group Inc. 7.11% Add +1.0% 46,896 $10.3M
Eastover Investment Advisors LLC 4.81% Reduce -2.8% 46,837 $10.3M
Moseley Investment Management Inc. 4.01% Reduce -1.3% 46,816 $10.3M
Brown, Lisle/Cummings, Inc. 3.06% Add +9.6% 46,810 $10.3M
Stoneridge Investment Partners LLC 3.65% Reduce -8.1% 46,613 $10.2M
Eos Management, L.P. 4.33% Add +25.9% 46,545 $10.2M
Atlas Capital Advisors Inc. 1.30% Add +656.8% 46,507 $10.2M
Sabal Trust CO 0.59% Add +9.3% 46,481 $10.2M
Ausdal Financial Partners, Inc. 0.88% Add +41.0% 46,459 $10.2M
Gunderson Capital Management LLC 5.01% Add +1.8% 46,410 $10.2M
Brant Point Investment Management LLC 2.41% Reduce -7.1% 46,301 $10.2M
Gilliland Jeter Wealth Management LLC 3.43% Reduce -0.6% 46,297 $10.2M
GKV Capital Management Co., Inc. 4.14% — 46,257 $10.1M
Brave Asset Management Inc. 3.23% Reduce -3.1% 46,246 $10.1M
Financial Strategies Group, Inc. 2.43% Reduce -3.6% 46,326 $10.1M
Contravisory Investment Management, Inc. 2.17% Reduce -1.1% 46,186 $10.1M
Stablepoint Partners, LLC 1.86% Reduce -1.4% 46,150 $10.1M
Pacifica Partners Inc. 4.37% Reduce -2.5% 45,905 $10.1M
PDS Planning, Inc 0.90% Add +1.3% 46,057 $10.1M
Cornerstone Enterprises, LLC 6.07% Reduce -3.9% 46,039 $10.1M
GFG Capital, LLC 2.77% Reduce -1.0% 45,962 $10.1M
Blueprint Investment Partners LLC 1.60% Add +34.2% 45,919 $10.1M
First Financial Bank - Trust Division 0.94% Add +126.7% 45,877 $10.1M
Alpha Family Trust 5.65% No change 45,875 $10.1M
Trustmark Bank Trust Department 0.74% Reduce -1.8% 45,630 $10.0M
Providence Capital Advisors, LLC 2.03% Reduce -40.5% 45,593 $10.0M
Kentucky Farm Bureau Mutual Insurance Co 2.24% No change 45,500 $10.0M
Zullo Investment Group, Inc. 4.03% Reduce -0.3% 45,468 $10.0M
Bfsg, LLC 1.16% Add +3.4% 45,284 $9.9M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 3.94% Add +3.8% 44,860 $9.9M
Ascent Wealth Partners, LLC 1.34% Add +1.6% 45,216 $9.9M
Catalyst Financial Partners LLC 1.86% Add +1.7% 45,154 $9.9M
Regent Peak Wealth Advisors LLC 2.22% Add +0.7% 45,153 $9.9M
Klingman & Associates, LLC 0.63% Add +2.1% 45,094 $9.9M
TCI Wealth Advisors, Inc. 0.83% Reduce -1.3% 45,086 $9.9M
Strait & Sound Wealth Management LLC 4.58% Reduce -2.0% 45,008 $9.9M
Smith Anglin Financial, LLC 0.93% Add +3.3% 44,987 $9.9M
Winthrop Advisory Group LLC 1.18% Add +1069.9% 449,830 $9.9M
Asset Planning Services Inc. /La/ 4.80% No change 44,895 $9.8M
Guardian Asset Advisors, LLC 6.31% Reduce -1.1% 44,871 $9.8M
NCP Inc. 5.05% No change 44,818 $9.8M
Laffer Tengler Investments, Inc. 2.38% Reduce -3.7% 44,802 $9.8M
Resonant Capital Advisors, LLC 0.72% Add +3.1% 44,799 $9.8M
Cardiff Park Advisors, LLC 0.94% Reduce -5.3% 44,744 $9.8M
Trust Co of Kansas 4.71% Reduce -2.3% 44,723 $9.8M
Enterprise Bank & Trust Co 3.23% Add +2.1% 44,690 $9.8M
Fairfield, Bush & Co. 5.76% Reduce -0.7% 44,678 $9.8M
Archford Capital Strategies, LLC 1.48% Add +2.0% 44,670 $9.8M
Founders Financial Securities LLC 0.88% Add +1.5% 44,626 $9.8M
High Note Wealth, LLC 2.54% Add +0.6% 44,475 $9.8M
Resolute Wealth Strategies, LLC 5.02% Reduce -0.9% 44,473 $9.8M
Catalina Capital Group, LLC 3.21% Add +4.5% 44,456 $9.8M
Eagle Capital Management, LLC 3.93% Reduce -0.2% 44,437 $9.7M
Sara-Bay Financial 3.61% Add +1.3% 44,051 $9.7M
Consilio Wealth Advisors, LLC 3.98% Reduce -10.8% 44,402 $9.7M
Malaga Cove Capital, LLC 3.82% Reduce -0.2% 44,329 $9.7M
Pinnacle Wealth Planning Services, Inc. 1.46% Reduce -20.6% 44,329 $9.7M
Finer Wealth Management, Inc. 5.57% Add +1.4% 44,289 $9.7M
Ayrshire Capital Management LLC 4.74% Add +3.7% 44,282 $9.7M
Clear Creek Financial Management, LLC 1.05% Reduce -0.3% 44,251 $9.7M
Regal Investment Advisors LLC 0.73% Reduce -16.1% 44,162 $9.7M
Mount Vernon Associates Inc. 7.56% Reduce -0.8% 44,130 $9.7M
Wealth Advisors Northwest LLC 6.59% — 44,100 $9.7M
Avaii Wealth Management, LLC 4.76% Add +1.9% 44,086 $9.7M
Ashburton (Jersey) Ltd 4.27% Reduce -47.3% 44,078 $9.7M
Gsa Capital Partners LLP 0.71% Add +46.2% 43,982 $9.6M
Thurston, Springer, Miller, Herd & Titak, Inc. 1.95% Add +69.8% 43,953 $9.6M
CNB Bank 4.48% Add +1.1% 43,907 $9.6M
Advisor OS, LLC 1.11% Reduce -4.5% 43,860 $9.6M
Benson Investment Management Company, Inc. 4.00% Reduce -0.6% 43,848 $9.6M
Evermay Wealth Management LLC 1.46% Reduce -2.0% 43,799 $9.6M
Lincoln Capital Corp. 3.95% Reduce -1.5% 43,746 $9.6M
Cache Advisors, LLC 4.00% — 43,712 $9.6M
Kerrisdale Advisers, LLC 3.24% No change 43,703 $9.6M
HERALD INVESTMENT MANAGEMENT Ltd 1.57% No change 43,700 $9.6M
Clarity Capital Partners LLC 4.97% Add +0.0% 43,675 $9.6M
RB Capital Management, LLC 2.34% Reduce -0.7% 43,648 $9.6M
Kera Capital Partners, Inc. 2.75% — 43,620 $9.6M
Sonata Capital Group Inc. 3.95% Add +1.7% 43,526 $9.5M
Tyler-Stone Wealth Management 1.70% Add +1.4% 43,442 $9.5M
Guardian Wealth Advisors, LLC / NC 0.76% Add +8.8% 43,440 $9.5M
Mitsubishi UFJ Asset Management (UK) Ltd. 4.21% Add +38.2% 43,400 $9.5M
Marks Group Wealth Management, Inc 0.94% Add +0.5% 43,378 $9.5M
SS&H Financial Advisors, Inc. 3.46% Reduce -0.5% 43,327 $9.5M
Strategic Investment Advisors / MI 1.01% Reduce -3.9% 43,242 $9.5M
Granite Bay Wealth Management, LLC 3.51% Add +1.8% 43,202 $9.5M
Spark Investment Management LLC 45.89% No change 43,180 $9.5M
M.D. Sass, LLC 0.73% No change 43,165 $9.5M
Norman Fields, Gottscho Capital Management, LLC 3.11% Reduce -0.3% 43,125 $9.5M
Harbour Trust & Investment Management Co 1.08% Add +12.0% 43,073 $9.4M
Indiana Trust & Investment Management Co 3.20% Add +1.1% 42,863 $9.4M
Oak Hill Wealth Advisors, LLC 2.24% — 42,799 $9.4M
WT Wealth Management 2.95% Reduce -0.0% 42,795 $9.4M
Fortis Group Advisors, LLC 1.75% Reduce -5.0% 42,763 $9.4M
Orbis Allan Gray Ltd 0.05% Reduce -37.0% 42,734 $9.4M
Argonautica Private Wealth Management, Inc. 3.01% Reduce -1.0% 42,512 $9.3M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 2.24% Reduce -13.7% 42,500 $9.3M
Knuff & Co LLC 2.83% Reduce -4.7% 42,429 $9.3M
Lingotto Investment Management LLP 0.25% No change 42,410 $9.3M
Evolutionary Tree Capital Management, LLC 9.46% Reduce -11.2% 42,388 $9.3M
Bienville Capital Management, LLC 2.27% Add +0.6% 42,263 $9.3M
Vest Financial, LLC 0.16% Add +9.0% 42,026 $9.2M
PKO Investment Management Joint-Stock Co 1.15% No change 42,000 $9.2M
Bouvel Investment Partners, LLC 3.32% Add +1.2% 41,986 $9.2M
LVW Advisors, LLC 1.13% Reduce -1.8% 41,985 $9.2M
GenTrust, LLC 0.40% Reduce -26.1% 41,948 $9.2M
Dynasty Wealth Management, LLC 0.16% Reduce -39.6% 41,940 $9.2M
Hohimer Wealth Management, LLC 1.75% Add +12.1% 41,928 $9.2M
Round Rock Advisors LLC 1.89% Add +12.0% 41,905 $9.2M
CPC Advisors, LLC 1.25% Add +5.0% 41,905 $9.2M
Lynch Asset Management, Inc. 3.72% No change 41,900 $9.2M
Next Capital Management LLC 3.78% Add +1.1% 41,895 $9.2M
Peloton Wealth Strategists 3.78% Add +3.5% 41,852 $9.2M
Asset Management Group, Inc. 1.63% Add +0.6% 41,817 $9.2M
RS Crum Inc. 2.26% Reduce -0.1% 41,778 $9.2M
Romano Brothers and Company 1.16% Reduce -0.6% 41,731 $9.2M
Tower Bridge Advisors 0.99% Add +0.6% 41,667 $9.1M
Shaker Investments LLC 3.82% Reduce -0.6% 41,629 $9.1M
Lorne Steinberg Wealth Management Inc. 2.65% Add +2.5% 41,613 $9.1M
IFC Advisors LLC 1.99% — 41,563 $9.1M
Harbour Investment Management LLC 4.00% Add +2.6% 41,554 $9.1M
Capital Investment Counsel, LLC 1.52% Add +1.1% 41,477 $9.1M
Investment Research & Advisory Group, Inc. 3.77% Reduce -1.4% 41,448 $9.1M
Wendell David Associates Inc. 0.90% Add +0.5% 41,349 $9.1M
Synergy Financial Group, LTD 7.54% Reduce -2.5% 41,221 $9.0M
Concord Asset Management, LLC 1.99% Add +10.8% 41,201 $9.0M
Baldwin Investment Management, LLC 1.18% Reduce -2.3% 41,189 $9.0M
Fernwood Investment Management, LLC 3.15% Reduce -4.9% 41,176 $9.0M
Rockline Wealth Management, LLC 2.41% Add +2.5% 41,081 $9.0M
Fairvoy Private Wealth, LLC 2.40% — 41,063 $9.0M
HHM Wealth Advisors, LLC 1.22% Add +3.6% 41,045 $9.0M
Western Pacific Wealth Management, LP 7.26% Add +0.9% 41,005 $9.0M
Canopy Partners, LLC 3.43% Add +25.4% 40,972 $9.0M
Jackson Hole Capital Partners, LLC 1.81% Add +1.4% 40,915 $9.0M
Waterloo Capital, L.P. 0.95% Add +10.6% 40,873 $9.0M
Putney Financial Group LLC 7.99% — 40,857 $9.0M
Perkins Coie Trust Co 1.97% Reduce -0.8% 40,778 $8.9M
Facet Wealth, Inc. 0.24% Reduce -12.3% 39,025 $8.9M
Knightsbridge Asset Management, LLC 2.09% Add +0.4% 40,616 $8.9M
Quent Capital, LLC 0.92% Add +9.4% 40,602 $8.9M
Cadence Bank 0.60% Reduce -1.5% 40,579 $8.9M
Tsfg, LLC 1.83% Add +1.9% 40,578 $8.9M
Mendel Money Management 3.97% Reduce -3.1% 40,561 $8.9M
Investidor Profissional Gestao de Recursos Ltda. 10.92% Reduce -19.2% 40,551 $8.9M
Vantage Investment Partners, LLC 0.78% Reduce -6.2% 40,548 $8.9M
CGN Advisors LLC 0.86% Reduce -2.5% 40,534 $8.9M
Gouws Capital LLC 6.09% Add +0.4% 40,516 $8.9M
Alaethes Wealth, LLC 3.17% Add +8.0% 40,472 $8.9M
Raab & Moskowitz Asset Management LLC 2.18% Add +12.6% 40,463 $8.9M
Aries Wealth Management 2.44% Reduce -0.6% 40,387 $8.9M
Edgestream Partners, L.P. 0.38% Add +65.2% 40,338 $8.8M
TBH Global Asset Management, LLC 2.10% Add +0.8% 40,337 $8.8M
Advisory Alpha, LLC 0.32% Add +11.1% 40,327 $8.8M
Twenty Acre Capital LP 7.22% Add +6.3% 40,300 $8.8M
APEIRON CAPITAL Ltd 3.29% New 40,300 $8.8M
Smith, Moore & Co. 0.81% Reduce -4.2% 40,233 $8.8M
Cape Cod Five Cents Savings Bank 0.78% No change 47,190 $8.8M
Forest Hill Capital, LLC 6.78% No change 40,000 $8.8M
Consolidated Press International Holdings Ltd. 1.32% New 40,000 $8.8M
Canal Capital Management, LLC 1.42% Add +1.3% 39,928 $8.8M
Mengis Capital Management, Inc. 1.80% Add +2.4% 39,925 $8.8M
Prasad Wealth Partners, LLC 2.83% — 39,902 $8.8M
Marcum Wealth, LLC 0.76% Add +5.3% 39,829 $8.7M
Accurate Wealth Management, LLC 1.68% Add +2.4% 39,976 $8.7M
Bradyco, Inc. 5.38% — 39,741 $8.7M
Cantor Fitzgerald, L. P. 0.33% Add +84.4% 39,734 $8.7M
Gibbs Wealth Management 2.36% Add +2.5% 39,720 $8.7M
Citizens & Northern Corp. 2.39% Add +10.3% 39,690 $8.7M
Optas, LLC 1.87% Add +6.1% 39,645 $8.7M
Stonebrook Private Inc. 2.28% Add +2.6% 39,626 $8.7M
Kazazian Asset Management, LLC 6.84% — 39,595 $8.7M
Costello Asset Management, INC 5.74% Add +4.0% 39,583 $8.7M
Full Sail Capital, LLC 0.55% Add +0.7% 39,554 $8.7M
BOK Financial Private Wealth, Inc. 0.63% Reduce -5.4% 39,541 $8.7M
LMG Wealth Partners, LLC 1.89% Reduce -0.0% 39,533 $8.7M
Forge First Asset Management Inc. 3.11% Add +119.4% 39,500 $8.7M
Bayesian Capital Management, LP 1.06% New 39,500 $8.7M
Bell & Brown Wealth Advisors, LLC 3.22% Add +1.9% 39,424 $8.7M
Curtis Advisory Group, LLC 2.29% Reduce -0.1% 39,417 $8.6M
Roanoke Asset Management Corp./ NY 2.81% Add +1.2% 39,405 $8.6M
Prairie Wealth Advisors, Inc. 4.15% Reduce -1.8% 39,338 $8.6M
Advisors Management Group Inc. 2.04% Add +86.4% 39,331 $8.6M
Highline Wealth Partners LLC 2.82% Reduce -0.1% 39,306 $8.6M
Patten & Patten Inc. 0.57% Add +3.8% 39,285 $8.6M
Nadler Financial Group, Inc. 0.91% Add +1.5% 39,250 $8.6M
Moss Adams Wealth Advisors LLC 0.91% Add +16.9% 39,119 $8.6M
Annis Gardner Whiting Capital Advisors, LLC 2.40% Reduce -1.2% 39,116 $8.6M
WealthShield Partners, LLC 1.21% Reduce -5.6% 39,034 $8.6M
Nautilus Advisors LLC 6.81% — 38,993 $8.6M
Founders Financial Alliance, LLC 2.35% Add +14.8% 38,937 $8.5M
Mattson Financial Services, LLC 2.72% Add +8.7% 45,841 $8.5M
Sentry Investment Management LLC 4.07% Reduce -12.7% 38,929 $8.5M
Addenda Capital Inc. 0.30% Reduce -15.8% 38,901 $8.5M
Stiles Financial Services Inc 3.09% Reduce -1.8% 38,863 $8.5M
White Pine Investment CO 2.30% Add +1.9% 38,738 $8.5M
Ellevest, Inc. 0.49% Reduce -9.9% 38,664 $8.5M
Harbert Fund Advisors, LLC 7.34% Reduce -3.8% 38,500 $8.4M
Berbice Capital Management LLC 6.76% — 38,423 $8.4M
Dohj, LLC 1.95% Add +32.0% 38,414 $8.4M
Arlington Financial Advisors, LLC 1.68% Reduce -0.9% 38,399 $8.4M
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 24.89% Reduce -4.2% 38,376 $8.4M
Ashton Thomas Securities, LLC 2.31% Add +13.0% 38,371 $8.4M
DeDora Capital, Inc. 2.30% Reduce -1.8% 38,348 $8.4M
Community Bank, N.A. 1.08% Add +5.5% 38,278 $8.4M
KPP Advisory Services LLC 1.98% Add +2.2% 38,245 $8.4M
Westmount Partners, LLC 2.55% Reduce -3.8% 38,197 $8.4M
Aventura Private Wealth, LLC 4.50% — 38,079 $8.4M
Beacon Capital Management, LLC 1.08% Reduce -1.4% 38,000 $8.3M
Pine Ridge Advisers LLC 0.74% No change 37,970 $8.3M
Apexium Financial, LP 0.50% Add +4.3% 37,897 $8.3M
Legacy Financial Advisors, Inc. 1.37% Add +1.8% 37,881 $8.3M
Edgewood Management LLC 0.02% No change 37,880 $8.3M
Marvin & Palmer Associates Inc. 6.34% New 37,858 $8.3M
Westchester Capital Management, Inc. 2.09% Add +2.8% 37,841 $8.3M
Compton Wealth Advisory Group, LLC 2.14% Add +6.0% 37,838 $8.3M
Manske Wealth Management 3.29% — 37,750 $8.3M
Sloy Dahl & Holst, LLC 1.05% Reduce -5.3% 37,747 $8.3M
Legacy Trust 1.92% Reduce -0.3% 37,609 $8.3M
Beta Wealth Group, Inc. 3.64% Add +2.8% 37,501 $8.2M
Beacon Bank & Trust 1.91% Add +1.2% 37,422 $8.2M
Prosperitas Financial LLC 4.15% Add +1.4% 37,404 $8.2M
Stokes Family Office, LLC 0.88% Reduce -1.0% 37,371 $8.2M
Wills Financial Group, Inc. 3.54% Add +5.6% 37,365 $8.2M
Sculati Wealth Management, LLC 3.24% Reduce -0.5% 37,273 $8.2M
Northstar Advisory Group, LLC 4.15% Add +72.5% 37,182 $8.2M
Summit Asset Management, LLC 1.43% Add +88.0% 37,177 $8.2M
Marietta Investment Partners LLC 1.79% Add +2.3% 37,086 $8.1M
Quotient Wealth Partners, LLC 0.27% Add +15.8% 37,056 $8.1M
AdvisorNet Financial, Inc 0.68% Add +0.9% 37,035 $8.1M
Fortis Capital Advisors, LLC 2.78% Add +1.5% 45,498 $8.1M
CIBC Capital Markets (Europe) S.A. 11.13% — 37,000 $8.1M
Doliver Advisors, LP 2.25% Reduce -0.8% 36,988 $8.1M
Game Plan Financial Advisors, LLC 4.29% Reduce -0.7% 36,758 $8.1M
Left Brain Wealth Management, LLC 3.05% Add +62.4% 36,840 $8.1M
Old North State Wealth Management, LLC 4.54% Reduce -1.8% 36,827 $8.1M
Texas Yale Capital Corp. 0.32% Reduce -2.0% 36,823 $8.1M
Wealthspire Retirement, LLC 0.64% Add +65.1% 36,795 $8.1M
Adirondack Trust Co. 3.08% Reduce -0.6% 36,730 $8.1M
Riggs Asset Managment Co. Inc. 2.15% Add +1.5% 36,385 $8.1M
Pegasus Asset Management, Inc. 3.03% Reduce -1.0% 36,668 $8.0M
Modus Advisors, LLC 2.52% Reduce -0.2% 36,660 $8.0M
Victrix Investment Advisors 5.80% — 36,659 $8.0M
Sitrin Capital Management LLC 4.04% Add +1.5% 36,540 $8.0M
Bennett Selby Investments LP 3.18% Add +0.4% 36,534 $8.0M
Siren, L.L.C. 0.35% Add +5.0% 36,500 $8.0M
Armstrong Advisory Group, Inc. 0.64% Add +9.0% 36,446 $8.0M
Forefront Wealth Management Inc. 7.36% — 36,427 $8.0M
Freedom Investment Management, Inc. 0.66% Reduce -7.7% 36,385 $8.0M
Carolinas Wealth Consulting LLC 1.57% Reduce -1.5% 36,307 $8.0M
Columbia Bank 2.75% Add +4.1% 36,551 $8.0M
Curbstone Financial Management Corp 1.68% Reduce -0.1% 36,260 $8.0M
Richards, Merrill & Peterson, Inc. 4.16% — 36,259 $8.0M
Nicolet Bankshares Inc. 1.55% Add +6.4% 36,240 $8.0M
Westbourne Investments, Inc. 4.68% — 36,210 $7.9M
BigSur Wealth Management LLC 2.27% Reduce -4.1% 36,210 $7.9M
626 Financial, LLC 4.28% Add +0.6% 36,176 $7.9M
GS Investments, Inc. 3.59% Reduce -3.8% 36,174 $7.9M
Vanguard Capital Wealth Advisors 8.66% Reduce -0.7% 36,113 $7.9M
Nightview Capital, LLC 7.15% No change 36,057 $7.9M
Capstone Financial Advisors, Inc. 0.49% Reduce -6.0% 36,055 $7.9M
Martel Wealth Advisors LLC 1.54% Reduce -1.6% 35,954 $7.9M
Audent Global Asset Management, LLC 5.13% Add +143.6% 35,913 $7.9M
Papamarkou Wellner Asset Management inc. 5.42% — 35,902 $7.9M
Evergreen Wealth Management, LLC 4.65% Add +2.1% 35,868 $7.9M
Peak Planning Group, LLC 3.28% Add +2.0% 35,860 $7.9M
Westwood Wealth Management 2.83% Add +1.6% 35,765 $7.8M
Watts Gwilliam & Co., LLC 1.66% Add +6.6% 35,320 $7.8M
Cove Private Wealth, LLC 4.83% Add +31.3% 35,757 $7.8M
Delaney Dennis R 4.12% Add +1.9% 35,728 $7.8M
Global Endowment Management, LP 1.00% Reduce -4.6% 35,719 $7.8M
Pines Wealth Management, LLC 3.40% — 35,732 $7.8M
First Washington CORP 2.76% Reduce -0.4% 35,608 $7.8M
IMA Advisory Services, Inc. 0.94% Reduce -1.5% 35,527 $7.8M
Reliant Investment Management, LLC 3.43% Add +1.8% 35,424 $7.8M
Berkshire Asset Management LLC 0.37% Add +4.1% 33,041 $7.8M
Absoluto Partners Gestao de Recursos Ltda 8.88% Reduce -3.8% 35,354 $7.8M
TFG Advisers LLC 2.79% Add +0.5% 35,296 $7.7M
Processus Wealth & Capital Management, LLC 6.16% Reduce -2.8% 35,207 $7.7M
ORG Partners LLC 1.07% Add +30.1% 35,201 $7.7M
Global Assets Advisory, LLC 4.26% Reduce -9.4% 35,041 $7.7M
Boston Research & Management Inc. 1.88% Reduce -0.3% 35,140 $7.7M
FFT Wealth Management LLC 0.58% Add +4.3% 35,112 $7.7M
First Dallas Securities Inc. 3.14% Add +24.3% 35,108 $7.7M
All Terrain Financial Advisors, LLC 3.00% Reduce -0.7% 35,104 $7.7M
Bridge Creek Capital Management LLC 2.37% Reduce -0.8% 35,099 $7.7M
Wealth Advisors of Tampa Bay, LLC 3.29% Add +0.3% 35,052 $7.7M
Valley National Advisers Inc. 1.38% Reduce -1.6% 35,044 $7.7M
Peregrine Asset Advisers, Inc. 2.83% Add +46.5% 35,020 $7.7M
Trek Financial, LLC 0.57% Reduce -7.7% 34,976 $7.7M
Kessler Investment Group, LLC 3.64% Add +6.0% 34,967 $7.7M
Aviso Financial Inc. 0.39% Reduce -0.2% 34,950 $7.7M
Runnymede Capital Advisors, Inc. 6.69% — 34,914 $7.7M
Connable Office Inc. 0.79% Reduce -2.4% 34,893 $7.7M
Darden Wealth Group Inc 5.18% Add +2.4% 34,824 $7.6M
Sivia Capital Partners, LLC 3.80% Add +2.4% 34,813 $7.6M
Peoples Financial Services Corp. 3.53% Add +0.3% 34,694 $7.6M
SYM FINANCIAL Corp 0.98% Add +205.2% 34,621 $7.6M
Headland Capital, LLC 2.60% — 34,563 $7.6M
Guinness Atkinson Asset Management Inc 3.86% Reduce -7.0% 34,529 $7.6M
Wambolt & Associates, LLC 2.43% Reduce -12.7% 34,499 $7.6M
Piar LLC 7.46% — 34,450 $7.6M
JB Capital LLC 0.42% Add +1.5% 34,441 $7.6M
Ring Mountain Capital, LLC 5.05% — 34,395 $7.5M
Bank of New Hampshire 1.94% Reduce -2.9% 34,361 $7.5M
Towne Trust Company, N.A 2.65% Reduce -2.0% 34,351 $7.5M
Glass Wealth Management Co LLC 4.09% Add +3.5% 34,327 $7.5M
Citizens Business Bank 1.79% Reduce -21.5% 34,288 $7.5M
Formidable Asset Management, LLC 1.23% Add +0.5% 34,247 $7.5M
Global Wealth Management Investment Advisory, Inc. 1.55% Add +8.9% 34,234 $7.5M
Goodman Advisory Group, LLC 2.21% Add +6.8% 34,218 $7.5M
WR Wealth Planners, LLC 2.41% Reduce -0.6% 34,212 $7.5M
HighVista Strategies LLC 2.79% Add +6.2% 34,193 $7.5M
Hummer Financial Advisory Services Inc 5.93% No change 34,180 $7.5M
Callan Capital, LLC 0.55% Reduce -2.1% 34,134 $7.5M
Mill Creek Capital Advisors, LLC 0.18% Add +11.0% 34,100 $7.5M
Joseph P. Lucia & Associates, LLC 3.32% Add +0.3% 34,006 $7.5M
Altman Advisors, Inc. 3.17% Reduce -2.1% 33,919 $7.4M
Trinity Legacy Partners, LLC 1.92% Add +0.1% 33,886 $7.4M
Kestra Investment Management, LLC 0.29% Add +1.3% 33,859 $7.4M
Granger Management LLC 1.69% Reduce -60.9% 33,838 $7.4M
Stanley-Laman Group, Ltd. 1.04% Reduce -5.1% 33,817 $7.4M
Wisconsin Capital Management LLC 4.08% Add +4.3% 33,815 $7.4M
Old Mission Investment Co LLC 2.22% Add +7.6% 33,804 $7.4M
Brady Family Wealth, LLC 2.27% Reduce -0.6% 33,797 $7.4M
Pilgrim Partners Asia Pte Ltd 6.45% — 33,760 $7.4M
Drucker Wealth 3.0, LLC 1.71% Reduce -0.8% 33,749 $7.4M
Three Seasons Wealth, LLC 3.61% Reduce -12.3% 33,729 $7.4M
Strategic Financial Concepts, LLC 1.42% Add +57.2% 33,644 $7.4M
Oak Harvest Investment Services 1.03% Add +17.3% 33,637 $7.4M
Parr McKnight Wealth Management Group, LLC 1.06% — 33,611 $7.4M
Essex Investment Management Co. LLC 1.32% Reduce -1.6% 33,490 $7.3M
Beacon Harbor Wealth Advisors, Inc. 1.71% Add +1245.2% 33,388 $7.3M
SkyOak Wealth, LLC 1.57% Add +4.0% 33,377 $7.3M
Mitchell McLeod Pugh & Williams Inc. 1.53% Reduce -6.3% 33,329 $7.3M
Essex Bank 1.81% Add +2.0% 33,329 $7.3M
Cloverfields Capital Group, LP 2.35% Reduce -0.6% 33,327 $7.3M
Integrity Alliance, Llc. 0.79% — 33,298 $7.3M
Horrell Capital Management, Inc. 2.14% Add +0.3% 33,295 $7.3M
Hixon Zuercher, LLC 2.81% Reduce -2.4% 33,232 $7.3M
Allen Capital Group, LLC 0.89% Add +4.5% 33,220 $7.3M
MJP Associates Inc. 1.31% Add +6.1% 33,210 $7.3M
Signal Advisors Wealth, LLC 0.82% Add +31.3% 33,123 $7.3M
Mainstream Capital Management LLC 5.09% Reduce -0.7% 33,062 $7.3M
OV Management LLC 3.37% Add +6.0% 33,060 $7.3M
Mayflower Financial Advisors, LLC 1.08% Add +4.8% 33,045 $7.2M
Kavar Capital Partners Group, LLC 1.22% Add +5.1% 33,025 $7.2M
Brandywine Oak Private Wealth LLC 0.71% Reduce -0.2% 32,987 $7.2M
True North Advisors, LLC 1.71% Add +138.2% 32,967 $7.2M
Argentarii, LLC 3.63% — 32,949 $7.2M
Old Second National Bank of Aurora 1.64% Reduce -2.9% 32,945 $7.2M
Metavasi Capital LP 3.82% Reduce -40.1% 32,906 $7.2M
Chilton Investment Co. Inc. 0.19% Add +39.9% 32,892 $7.2M
SeaBridge Investment Advisors LLC 1.51% Add +27.2% 32,863 $7.2M
Mitchell Sinkler & Starr 1.92% Reduce -9.8% 32,806 $7.2M
Peachtree Investment Partners, LLC 2.69% Add +5.1% 32,786 $7.2M
Harrell Investment Partners, LLC 2.01% Reduce -6.2% 32,762 $7.2M
BSW Wealth Partners 1.05% Add +5.1% 32,754 $7.2M
Sovran Advisors, LLC 1.02% — 32,985 $7.2M
Fairbanks Capital Management, Inc. 4.47% Add +6.2% 32,735 $7.2M
Wealth Management Partners, LLC 3.10% Add +9.4% 32,726 $7.2M
Robbins Farley 3.49% Reduce -7.9% 32,635 $7.2M
FCG Investment Co 4.35% Add +8.3% 32,621 $7.2M
Jericho Financial, LLP 5.18% — 32,617 $7.2M
Meridian Management Co. 1.89% Reduce -2.5% 32,616 $7.2M
Catalyst Capital Advisors LLC 0.15% Reduce -1.3% 32,584 $7.1M
Maia Wealth LLC 1.54% Add +11.1% 30,352 $7.1M
Poehling Capital Management, INC. 1.76% Reduce -0.1% 32,553 $7.1M
Tranquility Partners, LLC 2.68% Add +1.8% 32,449 $7.1M
Colonial River Investments, LLC 3.45% Reduce -7.6% 32,503 $7.1M
Farmers Trust Co. 1.33% Reduce -5.9% 32,475 $7.1M
SignalPoint Asset Management, LLC 1.73% Add +0.1% 32,461 $7.1M
ELCO Management Co., LLC 3.74% Add +3.0% 32,435 $7.1M
Legal Advantage Investments, Inc. 3.76% Reduce -0.9% 32,425 $7.1M
Accel Wealth Management 2.69% Reduce -3.7% 32,379 $7.1M
Signet Financial Management, LLC 0.91% Reduce -0.1% 32,333 $7.1M
Seven Mile Advisory 4.52% Add +19.4% 32,331 $7.1M
Cox Capital Mgt LLC 4.55% Add +0.4% 32,325 $7.1M
Fischer Financial Services, Inc. 2.23% — 32,270 $7.1M
Independent Solutions Wealth Management, LLC 1.55% Reduce -2.4% 32,244 $7.1M
Alexander Labrunerie & Co., Inc. 3.16% Add +0.4% 32,244 $7.1M
Pacific Wealth Strategies Group, Inc. 4.93% Add +0.1% 32,240 $7.1M
Marshall & Sullivan Inc. 3.45% Reduce -1.2% 32,215 $7.1M
Hansen & Associates Financial Group, Inc. 3.60% New 31,579 $7.1M
Focused Wealth Management, Inc 0.95% Add +0.6% 32,206 $7.1M
Cutter & CO Brokerage, Inc. 1.72% Reduce -0.7% 32,195 $7.1M
Ignite Planners, LLC 1.55% Add +0.2% 31,501 $7.1M
Flow Traders U.S. LLC 0.28% New 32,140 $7.1M
Worth Financial Advisory Group, LLC 4.34% Reduce -1.4% 32,122 $7.0M
Relyea Zuckerberg Hanson LLC 0.95% Add +6.0% 32,106 $7.0M
United Bank 2.97% Add +16.9% 32,093 $7.0M
Royal Fund Management, LLC 0.76% Reduce -38.9% 32,076 $7.0M
VCI Wealth Management LLC 2.99% Reduce -6.6% 32,069 $7.0M
Greenwoods Asset Management Hong Kong Ltd. 0.22% New 32,064 $7.0M
Empire Financial Management Company, LLC 2.19% Add +11.0% 31,957 $7.0M
Myriad Asset Management US LP 4.69% — 31,910 $7.0M
Cooper Capital Advisors LLC 7.25% — 31,863 $7.0M
Sky Investment Group LLC 1.31% Add +0.8% 31,855 $7.0M
Hardy Reed LLC 0.62% Add +0.2% 31,836 $7.0M
Palumbo Wealth Management LLC 2.61% Add +8.1% 31,807 $7.0M
Simplicity Wealth,LLC 1.45% Reduce -30.7% 31,777 $7.0M
Choice Wealth Advisors LLC 3.55% Reduce -1.6% 31,707 $7.0M
Segment Wealth Management, LLC 0.47% Reduce -4.0% 31,694 $7.0M
LBMC Investment Advisors, LLC 0.55% Reduce -4.8% 31,693 $7.0M
Ironwood Financial, llc 1.46% Reduce -0.0% 31,659 $6.9M
Hanson & Doremus Investment Management 1.08% Add +4.5% 31,610 $6.9M
Aspiriant, LLC 0.25% Add +5.7% 31,572 $6.9M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.18% Reduce -11.9% 31,540 $6.9M
Old Well Partners, LLC 13.17% Reduce -3.1% 31,451 $6.9M
Financial Gravity Companies, Inc. 1.57% New 31,407 $6.9M
Childress Capital Advisors, LLC 1.92% Add +1.1% 31,393 $6.9M
VELA Investment Management, LLC 2.35% Reduce -2.4% 31,331 $6.9M
Tybourne Capital Management (hk) Ltd. 1.72% Reduce -70.7% 31,272 $6.9M
Capital Insight Partners, LLC 1.19% Add +5.7% 31,264 $6.9M
Ulland Investment Advisors, LLC 4.73% Add +2.7% 31,253 $6.9M
Connecticut Wealth Management, LLC 0.34% Add +1.7% 31,233 $6.9M
Certified Advisory Corp 0.74% Reduce -0.2% 31,220 $6.8M
Keebeck Wealth Management 0.99% Add +5.6% 31,212 $6.8M
New Millennium Group LLC 4.00% Add +7.7% 31,173 $6.8M
American Trust 0.52% Reduce -10.2% 31,169 $6.8M
Millennium Capital Advisors, LLC 4.66% Add +1.8% 31,147 $6.8M
Alta Advisers Ltd 4.31% Add +17.8% 31,107 $6.8M
Roberts Capital Advisors, LLC 5.71% No change 31,084 $6.8M
Orion Capital Management LLC 3.00% Reduce -1.4% 31,066 $6.8M
SOL Capital Management CO 0.76% Reduce -2.2% 31,047 $6.8M
Baxter Bros Inc. 0.89% Add +3.2% 31,002 $6.8M
Jacobi Capital Management LLC 0.51% Add +2.2% 30,975 $6.8M
Powell Investment Advisors, LLC 3.15% No change 30,955 $6.8M
Afg Fiduciary Services Limited Partnership 4.83% Reduce -5.6% 30,385 $6.8M
Souders Financial Advisors 0.95% Reduce -2.2% 30,885 $6.8M
Keudell/Morrison Wealth Management 1.77% Add +0.2% 30,874 $6.8M
Drive Wealth Management, LLC 1.66% Add +3.9% 30,855 $6.8M
Eagle Rock Investment Company, LLC 1.13% Add +0.1% 30,848 $6.8M
LaSalle St. Investment Advisors, LLC 2.10% Add +44.2% 30,842 $6.8M
Qsemble Capital Management, LP 0.90% New 30,802 $6.8M
Chapin Davis, Inc. 2.20% No change 36,236 $6.8M
Twin Peaks Wealth Advisors, LLC 2.86% Add +6.5% 30,754 $6.7M
Plancorp, LLC 0.28% Add +4.5% 30,748 $6.7M
Nicholas Hoffman & Company, LLC. 0.27% Add +0.4% 30,744 $6.7M
Bernard Wealth Management Corp. 3.17% — 30,741 $6.7M
Naples Global Advisors, LLC 0.63% Add +1.9% 30,722 $6.7M
Seven Springs Wealth Group, LLC 2.57% Add +5.3% 30,697 $6.7M
Jupiter Wealth Management LLC 3.37% Add +3.3% 30,652 $6.7M
Evergreen Private Wealth LLC 3.15% Reduce -0.6% 30,630 $6.7M
Grandview Asset Management LLC 2.47% Add +7.5% 30,614 $6.7M
Marathon Capital Management 1.69% Add +1.9% 30,612 $6.7M
Field & Main Bank 2.36% Reduce -1.6% 30,602 $6.7M
Elwood Capital Partners LP 9.48% — 30,595 $6.7M
ROI Financial Advisors, LLC 4.57% Add +2.5% 30,594 $6.7M
Aft, Forsyth & Company, Inc. 3.29% Reduce -2.0% 30,593 $6.7M
Embree Financial Group 1.15% Reduce -2.5% 30,561 $6.7M
Blodgett Wealth Advisors, LLC 5.26% Add +6.0% 30,556 $6.7M
Cohen Investment Advisors LLC 4.04% Reduce -11.9% 30,556 $6.7M
Griffith & Werner, Inc. 4.42% — 30,541 $6.7M
Princeton Global Asset Management LLC 1.25% Add +40.9% 30,497 $6.7M
Menard Financial Group LLC 4.01% Add +6.1% 30,489 $6.7M
Heritage Wealth Advisors 0.33% Reduce -0.8% 30,453 $6.7M
StoneCrest Wealth Management, Inc. 4.36% Add +0.5% 30,436 $6.7M
Bordeaux Wealth Advisors LLC 1.07% Add +14.8% 30,408 $6.7M
Mountain Hill Investment Partners Corp. 6.78% — 30,354 $6.7M
Pursue Wealth Partners LLC 3.80% Reduce -28.1% 30,284 $6.6M
Spirit of America Management Corp. 1.34% Add +1.5% 30,200 $6.6M
Turtle Creek Wealth Advisors, LLC 1.53% Add +22.6% 30,194 $6.6M
Hazlett, Burt & Watson, Inc. 2.93% Add +8.8% 30,190 $6.6M
NTV Asset Management LLC 0.87% Add +3.0% 30,174 $6.6M
Aviso Wealth Management 3.38% Add +1.3% 30,164 $6.6M
TFR Capital, LLC. 3.28% — 30,132 $6.6M
World Equity Group, Inc. 1.42% Add +1.0% 30,084 $6.6M
Tabor Asset Management, LP 3.15% New 30,071 $6.6M
Masso Torrence Wealth Management Inc. 3.46% Reduce -1.1% 30,034 $6.6M
One Wealth Management Investment & Advisory Services, LLC 10.45% Add +0.8% 30,032 $6.6M
C V Starr & Co. Inc. 5.14% — 30,000 $6.6M
DCF Advisers, LLC 3.33% Reduce -13.0% 30,000 $6.6M
Intact Investment Management Inc. 0.23% Reduce -3.7% 30,000 $6.6M
Chickasaw Capital Management LLC 0.27% Reduce -0.1% 29,969 $6.6M
Baer Investment Advisory LLC 7.08% — 25,480 $6.6M
Boyd Watterson Asset Management LLC 1.84% Add +7.9% 29,903 $6.6M
Agp Franklin, LLC 3.99% — 29,899 $6.6M
Aire Advisors, LLC 1.35% Add +9.5% 29,871 $6.6M
Notis-McConarty Edward 3.16% Reduce -2.5% 29,785 $6.5M
Campbell Capital Management Inc. 2.56% Reduce -0.5% 29,770 $6.5M
Austin Private Wealth, LLC 0.61% Reduce -1.8% 29,707 $6.5M
Commons Capital, LLC 5.91% Add +0.6% 29,702 $6.5M
Cordatus Wealth Management LLC 1.72% New 29,665 $6.5M
Agur Provident & Training Funds Management Ltd. 2.49% No change 29,650 $6.5M
Chaney Capital Management, Inc. 3.07% Add +0.6% 29,613 $6.5M
Redhawk Wealth Advisors, Inc. 0.88% Add +25.1% 29,602 $6.5M
Liberty One Investment Management, LLC 0.70% Add +2.4% 29,590 $6.5M
FWL Investment Management, LLC 2.36% Add +48.7% 29,579 $6.5M
Jeppson Wealth Management, LLC 2.35% Reduce -1.2% 29,574 $6.5M
Benin Management CORP 1.79% Reduce -0.6% 29,550 $6.5M
Key Client Fiduciary Advisors, LLC 2.89% Add +2.9% 29,466 $6.5M
Concorde Financial Corp 3.84% Add +0.3% 29,444 $6.5M
Lantz Financial LLC 1.72% Add +2.7% 29,379 $6.4M
Occidental Asset Management, LLC 1.01% Add +7.2% 29,378 $6.4M
Convergence Financial, LLC 1.28% Add +0.5% 29,365 $6.4M
WD Rutherford LLC 3.05% Reduce -1.3% 29,353 $6.4M
Prospect Financial Services LLC 3.52% Add +1.6% 29,336 $6.4M
Patron Partners, LLC 3.49% Add +1.1% 29,321 $6.4M
Peterson Wealth Management 3.82% Add +7.7% 29,243 $6.4M
Howard Financial Services, LTD. 0.87% Add +17.9% 29,221 $6.4M
Gilbert & Cook, Inc. 0.90% Add +4.6% 29,217 $6.4M
Transamerica Financial Advisors, LLC 0.63% Reduce -2.7% 29,087 $6.4M
DLK Investment Management, LLC 2.67% Reduce -2.6% 29,075 $6.4M
Saturna Capital Corp. 0.09% Add +1.8% 28,999 $6.4M
Highview Capital Management LLC 2.44% Add +5.5% 28,975 $6.4M
Oliver Luxxe Assets LLC 1.14% No change 33,986 $6.3M
Voya Financial Advisors, Inc. 0.69% Reduce -8.8% 28,611 $6.3M
Koss-Olinger Consulting, LLC 0.55% Add +41.1% 28,857 $6.3M
W.H. Cornerstone Investments Inc. 4.23% Reduce -3.2% 28,852 $6.3M
Yarger Wealth Strategies, LLC 3.65% Add +2.0% 28,817 $6.3M
Fourpath Capital Management, LLC 1.17% Add +0.1% 28,797 $6.3M
Tower View Wealth Management LLC 3.34% Add +1.6% 28,770 $6.3M
West Family Investments, Inc. 2.20% Reduce -1.2% 28,756 $6.3M
Katamaran Capital LLP 8.44% — 28,741 $6.3M
Bank Hapoalim BM 1.06% Reduce -0.7% 28,677 $6.3M
FLC Capital Advisors 1.45% Reduce -2.9% 28,668 $6.3M
New Insight Wealth Advisors 3.15% Reduce -1.9% 28,652 $6.3M
Aperture Investors, LLC 0.81% Reduce -0.0% 28,616 $6.3M
SWS Partners 1.90% Reduce -1.4% 28,605 $6.3M
Butensky & Cohen Financial Security, Inc. 1.97% Reduce -1.5% 28,605 $6.3M
Tsai Capital Corp 4.57% Reduce -1.1% 28,602 $6.3M
Mattern Wealth Management LLC 1.38% Add +0.1% 28,572 $6.3M
Woodstock Corp. 0.60% Add +4.3% 28,563 $6.3M
Triton Wealth Management, PLLC 3.23% Add +0.5% 30,489 $6.3M
Sequent Planning LLC 2.30% Add +0.8% 28,561 $6.3M
Westbourne Investment Advisors, Inc. 2.14% Add +1.8% 28,538 $6.3M
Fairhaven Wealth Management, LLC 1.96% Reduce -0.5% 28,498 $6.3M
Vega Investment Solutions 5.14% — 28,484 $6.2M
Harrington Investments, INC 3.41% Add +0.9% 28,294 $6.2M
Vicus Capital 0.55% Add +45.6% 28,249 $6.2M
Boston Partners 0.01% New 28,248 $6.2M
Carroll Investors, Inc 3.49% Add +7.1% 28,202 $6.2M
Estabrook Capital Management 0.96% Reduce -1.7% 28,213 $6.2M
Bison Wealth, LLC 1.36% Reduce -50.1% 28,150 $6.2M
Oder Investment Management, LLC 5.13% Reduce -0.2% 28,059 $6.2M
PGIM Custom Harvest LLC 0.12% Add +0.6% 28,034 $6.2M
Norway Savings Bank 3.41% Add +1.0% 28,029 $6.1M
Financial Management Network Inc. 1.28% Reduce -1.1% 27,426 $6.1M
Compass Capital Corp. /Ma/ 2.40% — 26,988 $6.1M
Herbst Group, LLC 3.83% Reduce -11.9% 28,022 $6.1M
Value Star Asset Management (Hong Kong) Ltd 19.38% Reduce -6.7% 28,000 $6.1M
Soviero Asset Management, LP 4.27% Reduce -6.7% 28,000 $6.1M
Unique Wealth Strategies, LLC 2.70% Add +27.8% 28,000 $6.1M
Houlihan Financial Resource Group, Ltd. 2.62% Reduce -1.9% 27,990 $6.1M
Onyx Bridge Wealth Group LLC 0.88% Reduce -0.2% 27,987 $6.1M
1834 Investment Advisors Co. 0.78% Add +1.3% 27,981 $6.1M
TCFG Wealth Management, LLC 3.11% Add +0.3% 27,949 $6.1M
OneAscent Financial Services LLC 0.52% Add +59.6% 27,935 $6.1M
DGS Capital Management, LLC 1.53% Add +9.6% 27,837 $6.1M
Spahn Wealth & Retirement LLC 4.00% — 27,835 $6.1M
Blue Zone Wealth Advisors, LLC 1.76% Add +1.9% 27,817 $6.1M
Insight Wealth Strategies, LLC 0.82% Add +1.0% 27,811 $6.1M
Wellington Shields & Co., LLC 1.87% Reduce -4.3% 27,759 $6.1M
Herold Advisors, Inc. 1.33% Reduce -2.1% 27,753 $6.1M
American Financial Advisors, LLC 0.85% Reduce -1.1% 27,648 $6.1M
Sage Advisors, LLC 4.53% Add +10.0% 27,629 $6.1M
Geller Advisors LLC 0.40% Reduce -3.6% 27,621 $6.1M
Delta Financial Advisors LLC 2.25% Add +2.4% 27,618 $6.1M
Newman Dignan & Sheerar, Inc. 1.55% Reduce -0.4% 27,603 $6.1M
Shoker Investment Counsel, Inc. 2.04% Reduce -0.2% 27,586 $6.1M
Antonelli Financial Advisors, LLC 5.11% — 27,563 $6.0M
Family Legacy, Inc. 2.05% Add +0.3% 27,222 $6.0M
TradeWell Securities, LLC. 3.13% — 27,527 $6.0M
Byrne Asset Management LLC 4.93% Reduce -1.6% 27,518 $6.0M
YANKCOM Partnership 3.23% — 27,496 $6.0M
Jackson Wealth Management, LLC 0.68% Add +2.1% 27,472 $6.0M
Culbertson A N & Co. Inc. 0.96% Add +1.1% 27,462 $6.0M
Asahi Life Asset Management Co., LTD. 3.67% Reduce -8.4% 27,431 $6.0M
Boussard & Gavaudan Investment Management LLP 0.80% New 27,181 $6.0M
Wimmer Associates 1, LLC 2.97% Reduce -0.6% 27,394 $6.0M
Trivant Custom Portfolio Group, LLC 3.51% Reduce -0.3% 27,388 $6.0M
McAdam, LLC 0.33% Add +7.5% 27,351 $6.0M
Curated Wealth Partners LLC 0.68% Reduce -6.5% 27,349 $6.0M
Triton Financial Group Inc 3.75% Reduce -3.2% 27,348 $6.0M
NRI Wealth Management LC 4.13% — 27,304 $6.0M
Atlas Brown,Inc. 2.04% Add +3.3% 27,249 $6.0M
Beaton Management Co. Inc. 3.01% Reduce -0.4% 27,242 $6.0M
O'Neil Global Advisors, Inc. 1.74% New 27,210 $6.0M
Pinnacle Bancorp, Inc. 1.94% Reduce -7.0% 27,182 $6.0M
Sax Wealth Advisors, LLC 0.47% New 27,117 $5.9M
Brown Financial Advisors 2.39% Add +8.8% 27,109 $5.9M
Strategic Advocates LLC 2.01% Reduce -8.7% 27,089 $5.9M
Apella Capital, LLC 0.23% Add +5.1% 27,066 $5.9M
Sfm, LLC 4.18% Add +1.5% 27,048 $5.9M
Quad-Cities Investment Group, LLC 2.91% Reduce -1.4% 27,036 $5.9M
Wilmar Advisors LLC 5.48% — 27,000 $5.9M
NewSquare Capital LLC 0.47% Add +4367.2% 26,982 $5.9M
Aua Capital Management, LLC 3.80% Reduce -23.0% 26,964 $5.9M
Pekin Hardy Strauss, Inc. 0.75% Add +1.4% 26,959 $5.9M
Ar Asset Management Inc. 1.35% No change 26,955 $5.9M
JPL Wealth Management, LLC 1.69% — 26,954 $5.9M
Enclave Advisors LLC 0.97% Reduce -19.9% 26,949 $5.9M
Baker Tilly Wealth Management, LLC 2.32% Add +0.0% 26,930 $5.9M
Oxinas Partners, LLC 3.46% Reduce -6.5% 26,883 $5.9M
Eley Financial Management, Inc 2.30% Add +1.2% 26,853 $5.9M
Mindset Wealth Management, LLC 2.15% Add +0.2% 26,850 $5.9M
Adero Partners, LLC 0.38% Add +19.9% 26,829 $5.9M
Bourne Lent Asset Management Inc. 2.24% Add +1.5% 26,780 $5.9M
Redmond Asset Management, LLC 1.47% Reduce -1.8% 26,775 $5.9M
Occudo Quantitative Strategies LP 1.05% New 26,661 $5.8M
Medallion Wealth Advisors, LLC 2.90% — 28,443 $5.8M
Cim Investment Management Inc. 1.71% Reduce -1.0% 26,613 $5.8M
First Bank & Trust 1.12% Add +0.8% 26,612 $5.8M
Park Place Capital Corp 1.63% Add +21.1% 26,607 $5.8M
Key Financial Inc 1.33% Reduce -0.0% 26,586 $5.8M
Olistico Wealth, LLC 3.39% Add +0.1% 26,562 $5.8M
High Net Worth Advisory Group LLC 1.62% Reduce -8.5% 26,419 $5.8M
Freemont Management S.A. 2.84% No change 26,400 $5.8M
White Pine Capital LLC 1.95% Reduce -2.6% 26,374 $5.8M
Freedom Day Solutions, LLC 1.73% Reduce -0.6% 26,313 $5.8M
Morgens Waterfall Vintiadis & Co. Inc. 4.41% No change 26,300 $5.8M
Warm Springs Advisors Inc. 5.35% — 26,296 $5.8M
Schear Investment Advisers, LLC 3.07% Add +5.7% 26,259 $5.8M
Dempze Nancy E 3.32% Add +2.0% 26,230 $5.8M
Barings LLC 0.14% Reduce -9.0% 26,224 $5.8M
Oxford Financial Group, LTD. LLC 0.37% Reduce -6.3% 26,221 $5.8M
Acas, LLC 4.26% Add +0.4% 24,343 $5.7M
Oliver Lagore Vanvalin Investment Group 1.47% Reduce -12.4% 26,199 $5.7M
Magnolia Capital Advisors LLC 1.48% Add +329.8% 26,146 $5.7M
RFG - Bristol Wealth Advisors, LLC 1.88% — 26,123 $5.7M
Steamboat Capital Partners, LLC 1.78% Reduce -1.4% 26,103 $5.7M
Garner Asset Management Corp 2.61% Reduce -0.2% 26,083 $5.7M
Lane Generational LLC 5.59% Reduce -2.1% 26,068 $5.7M
Stonebridge Financial Planning Group, LLC 2.55% Add +2.1% 26,061 $5.7M
Compass Ion Advisors, LLC 0.68% Add +1.1% 25,980 $5.7M
CKW Financial Group 0.70% Add +0.1% 25,958 $5.7M
IronBridge Private Wealth, LLC 2.09% Add +2.5% 25,948 $5.7M
Abundance Wealth Counselors 1.24% Add +6.7% 25,922 $5.7M
Steel Grove Capital Advisors, LLC 0.80% Reduce -2.6% 25,910 $5.7M
Sterneck Capital Management, LLC 3.07% Reduce -4.3% 25,890 $5.7M
Capstone Wealth Management Group, LLC 3.04% Add +24.0% 25,882 $5.7M
Orion Porfolio Solutions, LLC 0.06% Reduce -97.2% 15,370 $5.7M
Orion Portfolio Solutions, LLC 0.06% Reduce -97.2% 15,370 $5.7M
Rede Wealth, LLC 2.17% Reduce -0.3% 25,778 $5.7M
Saxon Interests, Inc. 2.49% Add +1.0% 25,775 $5.7M
Investor's Fiduciary Advisor Network, LLC 2.16% — 25,760 $5.7M
Signify Wealth 6.37% Reduce -0.3% 25,744 $5.6M
Semmax Financial Advisors Inc. 1.51% Reduce -5.0% 24,491 $5.6M
Invst, LLC 0.69% Add +0.6% 25,688 $5.6M
J. W. Coons Advisors, LLC 1.45% Reduce -1.7% 25,687 $5.6M
Trust Co. of Oklahoma 1.80% Reduce -0.1% 25,661 $5.6M
Silphium Asset Management Ltd 2.05% Add +6.6% 25,659 $5.6M
Rf&l Wealth Management, LLC 3.98% No change 25,622 $5.6M
BlueSky Wealth Advisors, LLC 0.88% No change 25,620 $5.6M
Fourth Dimension Wealth, LLC 2.93% — 25,431 $5.6M
Opulen Financial Group LLC 5.10% — 25,573 $5.6M
Frisch Financial Group, Inc. 1.70% Reduce -14.7% 25,562 $5.6M
Gries Financial LLC 1.00% Add +1.6% 25,560 $5.6M
Acropolis Investment Management, LLC 0.33% Add +9.2% 25,557 $5.6M
Cromwell Holdings LLC 3.23% Reduce -2.4% 25,512 $5.6M
Evelyn Partners Investment Management (Europe) Ltd 2.03% — 25,499 $5.6M
Impact Capital Partners LLC 1.99% — 25,479 $5.6M
Saranac Partners Ltd 3.15% Reduce -4.1% 25,436 $5.6M
Coastwise Capital Group, LLC 4.45% Add +0.2% 25,410 $5.6M
Alteri Wealth LLC 1.54% — 25,395 $5.6M
Guardian Capital LP 0.21% Add +7.3% 25,391 $5.6M
Retirement Planning Group, LLC 0.28% Add +12.6% 25,360 $5.6M
Orser Capital Management, LLC 3.83% Reduce -0.5% 25,357 $5.6M
Dover Advisors, LLC 3.19% Add +2.3% 25,329 $5.6M
Eagle Strategies LLC 0.96% Add +0.9% 25,293 $5.5M
TFB Advisors LLC 1.59% Add +1.8% 25,279 $5.5M
Cross Staff Investments Inc 3.86% No change 25,274 $5.5M
Hudson Canyon Capital Management 3.62% No change 25,265 $5.5M
Peak Asset Management, LLC 1.02% Reduce -1.3% 25,238 $5.5M
Seneschal Advisors, LLC 4.63% — 25,234 $5.5M
Arlington Trust Co LLC 1.16% Add +0.5% 25,225 $5.5M
CYBER HORNET ETFs LLC 5.31% Add +3.0% 25,220 $5.5M
ZWJ Investment Counsel Inc. 0.23% Add +9.3% 25,217 $5.5M
Blue Sky Capital Consultants Group, Inc. 3.32% — 25,216 $5.5M
Lewis Asset Management, LLC 4.22% Reduce -0.9% 25,209 $5.5M
Lineweaver Wealth Advisors, LLC 1.02% Add +9.2% 25,199 $5.5M
Smith Chas P & Associates Pa Cpas 0.32% Add +1.5% 25,175 $5.5M
Aspire Capital Advisors LLC 1.58% Add +11.9% 25,170 $5.5M
Finivi Inc. 4.39% Reduce -4.2% 25,056 $5.5M
Pavion Blue Capital, LLC 2.58% Add +1.9% 25,049 $5.5M
Revolve Wealth Partners, LLC 0.81% Add +4.1% 25,045 $5.5M
First National Bank of Mount Dora, Trust Investment Services 1.29% Reduce -1.5% 25,040 $5.5M
Consilium Wealth Advisory, LLC 2.62% Reduce -1.7% 25,037 $5.5M
Avantax Planning Partners, Inc. 0.20% Add +9.9% 25,022 $5.5M
Coastal Bridge Advisors, LLC 1.38% Add +13.3% 24,986 $5.5M
Confluence Wealth Services, Inc. 0.36% Reduce -1.1% 23,256 $5.5M
StrongBox Wealth, LLC 2.32% Reduce -5.4% 24,945 $5.5M
McDonald Partners LLC 1.40% Reduce -0.2% 24,945 $5.5M
Investment Advisory Group, LLC 1.83% Add +7.8% 24,924 $5.5M
Gables Capital Management Inc. 2.64% Add +0.1% 24,901 $5.5M
Roberts Glore & Co. Inc. 1.62% Reduce -4.4% 24,899 $5.5M
DT Investment Partners, LLC 0.46% Add +0.7% 24,886 $5.5M
E&G Advisors, LLC 1.48% Reduce -5.8% 24,883 $5.5M
First Commonwealth Financial Corp 1.28% Reduce -1.0% 24,812 $5.4M
West Oak Capital, LLC 2.87% Reduce -0.3% 24,805 $5.4M
Nvest Financial, LLC 2.76% Add +4.2% 24,793 $5.4M
CVA Family Office, LLC 0.86% Add +12.4% 24,785 $5.4M
Wealth Alliance Advisory Group, LLC 1.15% Add +3.4% 24,765 $5.4M
First National Bank of Hutchinson 3.27% Add +61.8% 24,645 $5.4M
Fortitude Advisory Group L.L.C. 3.25% Reduce -1.4% 24,585 $5.4M
Shay Capital LLC 1.32% Add +31.9% 24,550 $5.4M
Smith Group Asset Management, LLC 0.40% Add +0.5% 24,543 $5.4M
Kingstone Capital Partners Texas, LLC 4.37% — 24,530 $5.4M
Interchange Capital Partners, LLC 1.95% Reduce -1.0% 24,535 $5.4M
Vanderbilt University 1.05% Reduce -25.2% 24,511 $5.4M
Woodard & Co. Asset Management Group Inc. 1.16% Reduce -5.8% 24,493 $5.4M
Summit X, LLC 1.19% Add +11.4% 24,485 $5.4M
Grafton Street Partners Fund, LP 3.90% No change 24,469 $5.4M
Prossimo Advisors, LLC 3.88% Reduce -0.1% 24,464 $5.4M
Bahl & Gaynor LLC 0.03% Reduce -28.5% 24,449 $5.4M
Paces Ferry Wealth Advisors, LLC 2.61% Reduce -20.2% 24,447 $5.4M
Solstein Capital, LLC 3.00% No change 24,421 $5.4M
Ceeto Capital Group, LLC 1.97% Reduce -7.6% 24,400 $5.4M
Greenland Capital Management LP 1.08% Add +65.5% 24,375 $5.3M
Ewa, LLC 2.01% Reduce -4.2% 24,354 $5.3M
Andrew Hill Investment Advisors, Inc. 3.97% Reduce -0.0% 24,354 $5.3M
Amarillo National Bank 0.98% Reduce -2.6% 24,350 $5.3M
N.E.W. Advisory Services LLC 0.51% Reduce -0.5% 24,323 $5.3M
Octahedron Capital Management L.P. 5.06% Reduce -50.7% 24,300 $5.3M
LexAurum Advisors, LLC 1.06% Add +4.3% 24,295 $5.3M
GSG Advisors LLC 1.67% Reduce -2.9% 24,220 $5.3M
Telligent Fund, LP 5.05% — 24,200 $5.3M
WJ Wealth Management, LLC 1.83% Reduce -10.7% 24,184 $5.3M
Buckhead Capital Management LLC 1.70% Add +14.6% 24,182 $5.3M
Root Financial Partners, LLC 0.66% Add +34.9% 24,153 $5.3M
NDVR, Inc. 5.07% Add +1.0% 24,145 $5.3M
Northwest Financial Advisors 4.37% Add +0.8% 24,123 $5.3M
Wellspring Financial Advisors, LLC 0.55% Reduce -63.6% 24,086 $5.3M
St. Nicholas Private Asset Management, Inc. 4.72% — 24,080 $5.3M
Horizon Investment Services, LLC 2.24% Add +15.5% 24,046 $5.3M
Intrua Financial, LLC 0.86% Reduce -12.1% 24,023 $5.3M
Delphi Financial Group, Inc. 2.84% No change 24,000 $5.3M
Heartland Bank & Trust Co 2.86% Reduce -2.5% 23,988 $5.3M
Provenance Wealth Advisors, LLC 0.68% Add +305.9% 23,981 $5.3M
Fox Hill Wealth Management 2.97% Reduce -8.8% 23,957 $5.3M
Two Sigma Securities, LLC 0.95% Reduce -50.2% 23,953 $5.3M
Consolidated Portfolio Review Corp 0.83% Reduce -6.2% 23,939 $5.3M
Kolinsky Wealth Management, LLC 3.21% Add +3.4% 23,937 $5.3M
McRae Capital Management Inc. 1.03% Reduce -4.8% 23,905 $5.2M
Paragon Private Wealth Management, LLC 2.42% Add +11.0% 23,885 $5.2M
Kentucky Retirement Systems Insurance Trust Fund 0.91% Reduce -95.3% 13,130 $5.2M
Dumont & Blake Investment Advisors LLC 1.40% Reduce -2.3% 23,839 $5.2M
Lee Johnson Capital Management, LLC 2.76% Add +0.7% 23,820 $5.2M
Beacon Financial Group 0.56% Reduce -2.1% 23,819 $5.2M
Plante Moran Financial Advisors, LLC 0.43% Add +4.2% 23,816 $5.2M
Somerset Group LLC 4.77% Reduce -2.8% 23,790 $5.2M
Transatlantique Private Wealth LLC 1.98% Add +5.7% 23,766 $5.2M
Lion Street Advisors, LLC 1.66% Reduce -1.2% 23,746 $5.2M
Creekmur Asset Management LLC 1.19% Add +14.3% 23,739 $5.2M
Greenfield Savings Bank 2.49% Add +0.1% 23,718 $5.2M
Davidson Kahn Capital Management, LLC 4.83% — 23,708 $5.2M
Greykasell Wealth Strategies, Inc. 2.89% — 23,692 $5.2M
Chancellor Financial Group WB LP 4.18% — 23,672 $5.2M
Center for Financial Planning, Inc. 0.69% Add +0.3% 23,636 $5.2M
Southland Equity Partners LLC 1.21% Add +8.0% 23,634 $5.2M
Brueske Advisory Services, LLC 4.61% — 23,619 $5.2M
Point72 Italy, S.r.l. 2.86% Reduce -53.0% 23,589 $5.2M
Central Valley Advisors, LLC 2.35% Add +2.9% 23,573 $5.2M
ABLE Financial Group, LLC 1.53% Add +3.3% 23,559 $5.2M
Atlas Wealth LLC 2.72% Add +1.8% 23,555 $5.2M
OMC Financial Services LTD 2.20% Reduce -0.1% 23,546 $5.2M
Emerald Advisers, LLC 0.20% Reduce -2.1% 23,531 $5.2M
Tanager Wealth Management LLP 0.67% Add +12.9% 23,531 $5.2M
Te Ahumairangi Investment Management Ltd 1.08% Reduce -15.7% 23,517 $5.2M
Ellsworth Advisors, LLC 1.35% Add +1252.2% 23,515 $5.2M
Oakworth Capital, Inc. 0.35% Reduce -0.1% 23,502 $5.2M
Primoris Wealth Advisors, LLC 3.93% Add +1.7% 23,488 $5.2M
Clarus Group, Inc. 1.83% Reduce -6.8% 23,482 $5.2M
Bay Rivers Group 2.49% Reduce -5.5% 23,431 $5.1M
Cornell Pochily Investment Advisors, Inc. 1.79% Reduce -1.6% 23,431 $5.1M
Taika Capital, LP 3.92% New 23,422 $5.1M
JGP Wealth Management, LLC 0.66% Add +3.5% 23,405 $5.1M
Blackhawk Capital Partners, LLC 2.66% Reduce -5.9% 23,402 $5.1M
Wealthedge Investment Advisors, LLC 2.31% — 23,396 $5.1M
Panoramic Capital, LLC 4.08% — 23,379 $5.1M
Blue Square Asset Management, LLC 2.55% Add +1.8% 23,366 $5.1M
Oarsman Capital, Inc. 0.89% Add +7.0% 23,331 $5.1M
Rockingstone Advisors LLC 2.26% Add +1.4% 23,310 $5.1M
Buttonwood Financial Advisors Inc. 2.25% Reduce -0.4% 23,290 $5.1M
Darwin Wealth Management, LLC 1.72% Reduce -30.4% 23,274 $5.1M
Granite Harbor Advisors, Inc. 2.82% Reduce -1.2% 23,235 $5.1M
Bellevue Asset Management, LLC 2.63% Reduce -0.4% 23,200 $5.1M
Northwest Capital Management Inc 2.18% Reduce -1.2% 23,185 $5.1M
Valley Wealth Managers, Inc. 0.38% Add +5.6% 23,184 $5.1M
Wallace Advisory Group, LLC 3.51% Add +1.1% 27,247 $5.1M
Enterprise Financial Services Corp 2.81% Reduce -0.2% 23,033 $5.1M
Oak Family Advisors, LLC 1.98% Reduce -5.7% 23,017 $5.0M
Ethos Financial Group, LLC 0.66% Add +27.2% 23,003 $5.0M
Ally Financial Inc. 0.62% Reduce -83.1% 23,000 $5.0M
Otter Creek Advisors, LLC 3.47% Reduce -11.8% 22,997 $5.0M
St. Johns Investment Management Company, LLC 2.35% Reduce -1.4% 22,996 $5.0M
Breakwater Capital Group 1.00% Reduce -0.4% 22,977 $5.0M
CMG Global Holdings, LLC 2.78% Reduce -4.5% 21,442 $5.0M
Cordgrass Capital Advisors, LLC 1.46% Reduce -2.6% 22,957 $5.0M
Cypress Wealth Services, LLC 1.01% Add +4.3% 22,946 $5.0M
Resources Management Corp. /CT/ 0.69% Reduce -0.2% 22,947 $5.0M
1900 Wealth Management LLC 0.42% Add +4.3% 22,935 $5.0M
JSF Financial, LLC 1.34% Reduce -3.5% 22,929 $5.0M
Mader & Shannon Wealth Management, Inc. 3.10% New 22,832 $5.0M
JFS Wealth Advisors, LLC 0.34% Reduce -0.9% 22,803 $5.0M
Crews Bank & Trust 0.84% — 22,775 $5.0M
B.O.S.S. Retirement Advisors, LLC 1.39% Reduce -68.0% 22,747 $5.0M
WNY Asset Management, LLC 0.62% Reduce -4.8% 22,746 $5.0M
SPC Financial, Inc. 0.43% Add +0.7% 22,700 $5.0M
MBL Wealth, LLC 0.50% Reduce -0.1% 22,673 $5.0M
Prestige Wealth Management Group LLC 1.03% Add +2.2% 22,600 $5.0M
Selway Asset Management 1.95% Reduce -1.9% 22,595 $5.0M
Centric Wealth Management 1.34% Reduce -2.8% 22,561 $4.9M
Burford Brothers, Inc. 2.43% Reduce -0.3% 22,540 $4.9M
Prosperity Wealth Management, Inc. 2.04% Add +6.0% 22,525 $4.9M
Keeler Thomas Management LLC 1.76% Reduce -3.6% 22,522 $4.9M
Provident Co of the Employees of the Hebrew University LTD 5.76% No change 22,540 $4.9M
Capital Square, LLC 2.81% Add +2.8% 21,029 $4.9M
Arrow Capital Pty Ltd 4.52% — 22,500 $4.9M
Harold Davidson & Associates Inc. 2.36% — 22,448 $4.9M
Boxwood Ventures, Inc. 6.58% No change 22,420 $4.9M
Royal Capital Wealth Management, LLC 3.44% Add +1.7% 22,346 $4.9M
MWA Asset Management 3.26% Reduce -1.7% 22,338 $4.9M
William Allan Corp 3.01% Add +15.5% 22,319 $4.9M
Lederer & Associates Investment Counsel 3.41% Reduce -1.9% 22,275 $4.9M
Barrett & Company, Inc. 2.06% Add +1.7% 22,257 $4.9M
Sunpointe, LLC 2.45% Add +4.4% 22,199 $4.9M
Counterweight Ventures, LLC 3.44% Reduce -2.6% 22,187 $4.9M
Shorepoint Capital Partners LLC 1.11% Add +2.4% 22,186 $4.9M
Montz Harcus Wealth Management LLC 2.72% Add +0.8% 22,168 $4.9M
Accretive Wealth Partners, LLC 2.06% Add +3.4% 22,160 $4.9M
Brown Capital Management LLC 0.11% Reduce -12.8% 22,159 $4.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.39% Add +0.7% 22,122 $4.9M
Arnhold LLC 0.48% Reduce -1.8% 22,115 $4.9M
Altura Wealth Advisors Inc. 3.58% Reduce -11.5% 22,106 $4.8M
Crux Wealth Advisors 2.70% — 22,099 $4.8M
MOKAN Wealth Management Inc. 3.08% — 22,068 $4.8M
Trail Ridge Investment Advisors, LLC 2.30% Add +0.8% 22,020 $4.8M
Cladis Investment Advisory, LLC 3.42% Reduce -4.5% 22,015 $4.8M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.82% New 22,000 $4.8M
Everpar Advisors LLC 2.43% Add +7.7% 21,932 $4.8M
Virtue Capital Management, LLC 0.97% Add +5.3% 21,919 $4.8M
Bangor Savings Bank 0.45% Reduce -0.8% 21,909 $4.8M
Glynn Capital Management LLC 1.13% No change 21,901 $4.8M
XTX Topco Ltd 0.40% Add +82.8% 21,886 $4.8M
Etesian Wealth Advisors, Inc. 2.12% Add +1.1% 21,870 $4.8M
Aigen Investment Management, LP 0.85% Reduce -9.3% 21,851 $4.8M
Delta Financial Group, Inc. 1.12% Add +1.0% 21,830 $4.8M
Sugarloaf Wealth Management, LLC 0.91% Reduce -9.3% 21,821 $4.8M
Per Stirling Capital Management, LLC. 0.68% Reduce -0.2% 21,805 $4.8M
U S Wealth Group, Llc. 3.62% — 21,800 $4.8M
Wealth Group, Ltd. 3.09% Add +0.8% 21,791 $4.8M
My Legacy Advisors, LLC 1.85% Add +6.5% 21,393 $4.8M
Concentrum Wealth Management 1.68% Add +7.9% 21,778 $4.8M
Mosaic Family Wealth Partners, LLC 0.69% Add +1.3% 21,773 $4.8M
D.B. Root & Company, LLC 1.52% Reduce -0.4% 21,755 $4.8M
Duncan Williams Asset Management, LLC 1.88% Add +65.7% 21,746 $4.8M
Sharpepoint LLC 4.29% — 21,714 $4.8M
Chesapeake Wealth Management 1.63% Reduce -3.3% 21,625 $4.7M
Breed's Hill Capital LLC 2.48% Add +51.9% 21,607 $4.7M
Southeast Asset Advisors, LLC 0.58% Add +4.7% 21,569 $4.7M
Dearborn Partners LLC 0.20% Reduce -1.2% 21,547 $4.7M
Northwest Wealth Management, LLC 1.00% Reduce -15.3% 21,536 $4.7M
US Asset Management LLC 4.24% Reduce -2.9% 21,532 $4.7M
Signature Wealth Management Partners, LLC 3.24% Reduce -0.8% 21,494 $4.7M
Waratah Capital Advisors Ltd. 0.26% Reduce -86.5% 21,488 $4.7M
Veracity Capital LLC 1.71% Add +5.6% 21,430 $4.7M
Corbyn Investment Management Inc. 2.08% Reduce -3.3% 21,428 $4.7M
Elevate Capital Advisors, LLC 4.12% — 21,335 $4.7M
New Wave Wealth Advisors LLC 1.92% Add +2.3% 21,326 $4.7M
Unigestion Holding SA 0.27% Add +7.8% 21,320 $4.7M
Atlas Private Wealth Advisors 0.66% Reduce -5.0% 21,296 $4.7M
Keystone Wealth Services, LLC 1.24% Add +4.9% 21,290 $4.7M
Eaton Financial Holdings Company, LLC 1.80% Add +0.7% 21,283 $4.7M
Hayek Kallen Investment Management 1.70% Reduce -1.8% 21,267 $4.7M
Vigilare Wealth Management 1.89% Reduce -8.7% 21,267 $4.7M
Ami Investment Management Inc. 1.52% Add +4.8% 21,264 $4.7M
Kane Investment Management, Inc. 2.61% — 21,260 $4.7M
Gateway Wealth Partners, LLC 1.21% Add +5.2% 21,257 $4.7M
Essential Planning, LLC. 0.03% Add +1122.4% 22,823 $4.7M
Cidel Asset Management Inc. 0.31% Reduce -14.1% 21,222 $4.7M
McGowan Group Asset Management, Inc. 0.63% Add +5.2% 21,218 $4.7M
Passumpsic Savings Bank 2.90% Reduce -2.9% 21,215 $4.7M
Lynch & Associates 1.01% Add +4.0% 21,192 $4.6M
Canton Hathaway, LLC 1.16% Reduce -0.2% 21,175 $4.6M
Connective Capital Management, LLC 5.40% No change 21,140 $4.6M
Outfitters Financial LLC 3.71% Add +10.2% 21,140 $4.6M
Second Line Capital, LLC 1.25% Add +3.0% 21,130 $4.6M
Crescent Grove Advisors, LLC 0.46% Reduce -0.2% 21,107 $4.6M
Burton Enright Welch 0.97% Add +0.9% 21,083 $4.6M
Fortem Financial Group, LLC 1.79% Add +7.8% 21,076 $4.6M
Hexagon Capital Partners LLC 0.84% Reduce -18.7% 21,071 $4.6M
Biltmore Family Office, LLC 0.78% Add +0.1% 21,070 $4.6M
Grant Private Wealth Management Inc 4.98% — 21,056 $4.6M
RiverPark Advisors, LLC 3.69% Reduce -6.3% 21,044 $4.6M
Gallagher Fiduciary Advisors, LLC 0.90% Add +4.8% 21,043 $4.6M
Debussy Capital Management LP 0.71% Add +19.7% 19,605 $4.6M
Private Portfolio Partners LLC 0.85% Add +2.1% 21,025 $4.6M
Leonard Rickey Investment Advisors P.L.L.C. 1.06% Add +1.1% 21,014 $4.6M
HF Advisory Group, LLC 2.11% Add +2.8% 20,962 $4.6M
Thompson David Blair 3.35% — 20,960 $4.6M
Cetera Trust Company, N.A 2.99% Reduce -0.7% 20,957 $4.6M
Weaver Capital Management LLC 1.29% Add +6.0% 20,904 $4.6M
Regency Capital Management Inc.\DE 2.48% Add +35.8% 20,895 $4.6M
Marshall Investment Management, LLC 2.70% — 24,577 $4.6M
Financial Perspectives, Inc 1.54% Add +1.2% 20,845 $4.6M
Missouri Trust & Investment Co 1.60% Reduce -0.9% 20,840 $4.6M
Elm3 Financial Group, LLC 3.89% — 20,799 $4.6M
MIdWestOne Financial Group, Inc. 0.64% Reduce -2.6% 20,779 $4.6M
McHugh Group, LLC 3.45% — 20,770 $4.6M
Marco Investment Management LLC 0.39% Add +33.6% 20,752 $4.6M
Lindenwold Advisors, INC 2.43% Reduce -2.2% 20,728 $4.5M
KKM Financial LLC 1.89% Add +8.0% 20,594 $4.5M
Ballast Advisors LLC 1.39% Add +0.6% 20,609 $4.5M
Acorns Advisers, LLC 0.04% Add +14.0% 20,593 $4.5M
Brucke Financial, Inc. 3.88% — 18,992 $4.5M
Wexford Capital LP 1.15% Reduce -4.2% 20,556 $4.5M
Retirement Planning Co of New England, Inc. 2.18% Reduce -0.4% 20,526 $4.5M
Louisbourg Investments Inc. 1.18% Reduce -18.6% 24,609 $4.5M
Credit Capital Investments LLC 5.83% No change 20,500 $4.5M
Clarendon Private LLC 4.71% — 20,500 $4.5M
Gallagher Capital Advisors, LLC 3.28% — 20,492 $4.5M
Tradewinds Capital Management, LLC 1.19% Add +126.1% 20,491 $4.5M
Floyd Financial Group LLC 3.69% — 20,527 $4.5M
Parisi Gray Wealth Management 1.43% Reduce -0.2% 20,451 $4.5M
Northwest Bank & Trust Co 3.31% Add +0.4% 21,574 $4.5M
EPG Wealth Management LLC 1.18% Reduce -6.5% 20,435 $4.5M
Bcwm, LLC 1.60% — 20,426 $4.5M
Owen LaRue, LLC 2.34% Add +25.9% 20,382 $4.5M
Garrison Point Advisors, LLC 2.12% Reduce -0.7% 20,355 $4.5M
Brown Miller Wealth Management, LLC 1.71% Add +0.9% 20,352 $4.5M
Correct Capital Wealth Management 0.89% Add +1.4% 20,351 $4.5M
Paragon Advisors, LLC 1.53% Reduce -8.5% 20,347 $4.5M
Pettee Investors, Inc. 2.26% Add +0.8% 20,315 $4.5M
GK Wealth Management LLC 5.65% — 20,304 $4.5M
Laidlaw Wealth Management LLC 1.94% Reduce -0.9% 20,275 $4.4M
Global Trust Asset Management, LLC 1.68% Add +5.4% 20,228 $4.4M
X-Square Capital, LLC 1.82% Add +0.5% 20,217 $4.4M
WP Advisors, LLC 1.48% Add +2.2% 20,192 $4.4M
Cape Investment Advisory, Inc. 1.73% Reduce -7.9% 20,141 $4.4M
Whalen Wealth Management Inc. 3.06% Reduce -9.8% 20,116 $4.4M
Blackhill Capital Inc. 0.23% No change 20,100 $4.4M
New England Research & Management, Inc. 2.24% Add +36.4% 20,064 $4.4M
Kesler, Norman & Wride, LLC 0.95% Add +13.9% 20,047 $4.4M
Anb Bank 1.93% — 20,022 $4.4M
Benchmark Financial Wealth Advisors, LLC 1.41% Reduce -2.6% 19,999 $4.4M
Inkwell Capital LLC 4.69% — 19,972 $4.4M
Toth Financial Advisory Corp. 0.52% Add +3.0% 19,971 $4.4M
Sequent Asset Management, LLC 2.15% No change 19,944 $4.4M
Sandhill Capital Partners LLC 0.34% New 19,932 $4.4M
Turn8 Private Wealth Inc. 3.11% — 19,854 $4.4M
Elefante Mark B 3.97% — 19,840 $4.4M
Eagle Wealth Strategies LLC 3.15% Add +62.2% 19,836 $4.4M
American Money Management, LLC 0.85% Reduce -0.6% 19,824 $4.3M
State of Wyoming 0.55% Reduce -29.5% 19,818 $4.3M
MCF Advisors LLC 0.31% Reduce -8.0% 19,814 $4.3M
Hendley & Co. Inc. 1.52% Reduce -0.1% 19,793 $4.3M
Liberty Wealth Management LLC 0.72% Reduce -3.4% 19,761 $4.3M
Untitled Investments LP 1.06% No change 19,752 $4.3M
United Bank 0.52% Reduce -3.4% 19,750 $4.3M
Madison Wealth Partners, Inc 1.21% Reduce -3.8% 19,717 $4.3M
Thrive Wealth Management, LLC 0.78% Reduce -1.6% 19,700 $4.3M
Earned Wealth Advisors, LLC 1.38% Reduce -2.2% 19,638 $4.3M
Empirical Asset Management, LLC 1.43% Add +360.9% 273,747 $4.3M
TB Alternative Assets Ltd. 1.11% Reduce -35.0% 19,567 $4.3M
Clark Asset Management, LLC 0.80% Reduce -1.5% 19,565 $4.3M
Schwarz Dygos Wheeler Investment Advisors LLC 1.06% Add +4.7% 19,551 $4.3M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.58% Reduce -0.9% 18,150 $4.3M
RD Lewis Holdings, Inc. 4.71% — 18,687 $4.3M
Thematics Asset Management 0.19% Reduce -14.4% 19,514 $4.3M
Pinnacle West Asset Management, Inc. 3.06% Add +0.2% 19,515 $4.3M
Monograph Wealth Advisors, LLC 0.56% Add +18.0% 19,475 $4.3M
Davidson Capital Management Inc. 1.12% Add +2.2% 19,466 $4.3M
One Wealth Capital Management, LLC 2.17% — 19,465 $4.3M
Moran Wealth Management, LLC 0.14% Add +6.8% 19,461 $4.3M
Oxford Wealth Group, LLC 2.76% Add +4.9% 19,458 $4.3M
Elevated Capital Advisors, LLC 1.16% Add +16.5% 19,454 $4.3M
Generation Capital Management LLC 3.65% — 19,403 $4.3M
MRA Advisory Group 2.25% Reduce -9.8% 19,367 $4.2M
Stamos Capital Partners, L.P. 1.00% Reduce -8.3% 19,360 $4.2M
Ascent Capital Management, LLC 4.32% — 19,273 $4.2M
D'Orazio & Associates, Inc. 0.62% Add +9.3% 19,261 $4.2M
ERn Financial, LLC 0.63% Reduce -0.3% 19,229 $4.2M
First Command Advisory Services, Inc. 0.04% Reduce -0.8% 19,226 $4.2M
Terra Nova Asset Management LLC 3.21% Reduce -0.4% 19,206 $4.2M
Kampmann Melissa S. 3.31% Reduce -10.7% 19,170 $4.2M
Acorn Financial Advisory Services Inc. 0.69% Reduce -1.4% 19,162 $4.2M
Harfst & Associates, Inc. 0.87% Reduce -2.8% 19,130 $4.2M
Retirement Income Solutions, Inc. 0.85% Reduce -1.3% 19,106 $4.2M
Advus Financial Partners, LLC 1.18% Add +7.1% 19,035 $4.2M
Apex Wealth Management, LLC 3.60% — 19,034 $4.2M
SAM Advisors, LLC 1.51% Reduce -3.5% 19,036 $4.2M
Beacon Financial Advisory LLC 1.35% Add +2.1% 18,956 $4.2M
Elyxium Wealth, LLC 2.53% Reduce -9.2% 18,940 $4.2M
Ramirez Asset Management, Inc. 0.84% No change 18,940 $4.2M
Susquehanna Fundamental Investments, LLC 0.07% — 18,915 $4.1M
Core Wealth Partners LLC 2.38% Add +4.5% 18,905 $4.1M
Edge Wealth Management LLC 0.84% Reduce -3.1% 18,878 $4.1M
BIP Wealth, LLC 0.28% Reduce -0.6% 18,873 $4.1M
Lantern Wealth Advisors, LLC 2.69% Add +6.7% 18,867 $4.1M
Meridian Financial Partners LLC 2.18% Add +0.3% 18,846 $4.1M
Semus Wealth Partners LLC 2.74% Add +5.2% 18,842 $4.1M
Hager Investment Management Services, LLC 2.58% — 18,819 $4.1M
AssuredPartners Investment Advisors, LLC 0.80% — 18,802 $4.1M
Parkshore Wealth Management, Inc. 2.48% — 18,792 $4.1M
Centurion Wealth Management LLC 1.29% Add +0.7% 18,792 $4.1M
Patton Albertson Miller Group, LLC 0.55% Add +2.7% 18,790 $4.1M
Sovereign Financial Group, Inc. 0.94% Reduce -2.1% 18,695 $4.1M
Strive Asset Management, LLC 3.07% — 18,690 $4.1M
First National Bank Sioux Falls 1.75% Add +904.8% 18,690 $4.1M
Optimum Investment Advisors 1.81% Add +2.5% 18,686 $4.1M
Hartford Financial Management Inc. 0.84% Reduce -1.3% 18,680 $4.1M
Benedict Financial Advisors Inc. 0.99% Add +3.4% 18,655 $4.1M
Woodmont Investment Counsel LLC 0.30% Add +8.1% 18,647 $4.1M
Udine Wealth Management, Inc. 2.63% Add +6.4% 18,628 $4.1M
RIA Advisory Group LLC 1.39% Add +56.4% 18,622 $4.1M
Fi3 FINANCIAL ADVISORS, LLC 1.53% Add +3.8% 18,621 $4.1M
Wealth Architects, LLC 0.46% Reduce -5.9% 18,612 $4.1M
Brevan Howard Capital Management LP 0.10% New 18,612 $4.1M
Hudson Value Partners, LLC 1.52% Add +13.9% 18,604 $4.1M
Variant Private Wealth, LLC 3.89% — 18,583 $4.1M
Crown Wealth Group, LLC 1.66% Add +2.1% 18,556 $4.1M
Burns Matteson Capital Management, LLC 2.28% Add +22.0% 18,540 $4.1M
Insight Inv LLC 2.83% Add +10.4% 18,530 $4.1M
Rodgers Brothers Inc. 0.53% Reduce -0.1% 18,506 $4.1M
Vision Financial Markets LLC 4.38% — 18,505 $4.1M
Conscious Wealth Investments, LLC 2.75% Reduce -0.3% 17,970 $4.1M
McIlrath & Eck, LLC 0.52% Add +8.8% 18,498 $4.1M
FSM Wealth Advisors, LLC 0.99% Add +20.1% 18,390 $4.1M
Morton Capital Management LLC 0.76% Reduce -1.3% 18,474 $4.1M
Emerald Advisors, LLC 0.56% Add +5.1% 18,428 $4.0M
Navellier & Associates Inc. 0.48% Add +3.9% 18,401 $4.0M
Nova R Wealth, Inc. 2.03% Add +0.0% 18,382 $4.0M
Watchman Group, Inc. 1.06% Add +766.8% 18,368 $4.0M
NorthStar Asset Management LLC 2.56% Add +4.4% 18,328 $4.0M
Horizon Wealth Management, LLC 0.70% Add +15.5% 18,322 $4.0M
West Michigan Advisors, LLC 1.21% Add +0.9% 18,319 $4.0M
PKS Advisory Services, LLC 1.00% — 18,309 $4.0M
Camarda Financial Advisors, LLC 1.51% Reduce -2.1% 18,302 $4.0M
Park Square Financial Group, LLC 2.78% — 18,300 $4.0M
Orrstown Financial Services Inc. 1.08% Add +3.1% 18,289 $4.0M
PSI Advisors, LLC 1.19% Add +0.0% 18,239 $4.0M
Cottage Street Advisors LLC 2.08% Reduce -0.1% 18,234 $4.0M
BluePointe Capital Management, LLC 2.29% Add +19.8% 18,224 $4.0M
Diligent Investors, LLC 0.92% Add +1.7% 18,212 $4.0M
Marino, Stram & Associates LLC 0.88% Add +3.7% 18,182 $4.0M
Traphagen Investment Advisors LLC 0.41% Reduce -0.5% 18,181 $4.0M
Elgethun Capital Management 0.97% Add +3.2% 18,168 $4.0M
Mystic Asset Management, Inc. 1.07% Add +3.0% 18,161 $4.0M
Triasima Portfolio Management inc. 0.77% Add +25.6% 18,134 $4.0M
DORCHESTER WEALTH MANAGEMENT Co 0.79% Add +0.3% 18,130 $4.0M
Cannon Advisors, Inc. 3.38% Reduce -7.8% 18,129 $4.0M
BankPlus Trust Department 1.30% — 18,113 $4.0M
Argus Investors' Counsel, Inc. 2.65% Reduce -4.8% 18,110 $4.0M
Scissortail Wealth Management, LLC 1.02% Add +50150.0% 18,090 $4.0M
Miller Financial Services LLC 3.35% — 18,087 $4.0M
Headinvest, LLC 0.75% Add +26.8% 18,058 $4.0M
National Wealth Management Group, LLC 2.64% Add +3.4% 18,053 $4.0M
TTP Investments, Inc. 1.38% Reduce -1.6% 18,029 $4.0M
LongView Wealth Management 1.20% Reduce -2.2% 17,992 $3.9M
Beaumont Asset Management, L.L.C. 2.28% Reduce -1.3% 17,974 $3.9M
Ted Buchan & Co 1.86% Add +17.4% 17,961 $3.9M
Palogic Value Management, L.P. 1.61% No change 17,925 $3.9M
Werba Rubin Papier Wealth Management 0.93% Reduce -5.5% 17,923 $3.9M
Vienna Asset Management LLC 2.66% Reduce -19.6% 17,911 $3.9M
Aveo Capital Partners, LLC 0.43% Reduce -4.4% 17,899 $3.9M
Legacy Capital Wealth Partners, LLC 0.97% Reduce -1.7% 17,892 $3.9M
Carrera Capital Advisors 0.92% Add +21.5% 17,870 $3.9M
Mechanics Financial Corp 1.76% Reduce -0.9% 17,867 $3.9M
Taylor & Morgan Wealth Management, LLC 2.75% Reduce -16.5% 17,865 $3.9M
Arista Wealth Management, LLC 0.94% Add +4.0% 17,834 $3.9M
Fusion Capital, LLC 1.57% Add +11.5% 17,805 $3.9M
Chokshi & Queen Wealth Advisors, Inc 2.42% — 17,803 $3.9M
Amica Retiree Medical Trust 3.70% Reduce -8.0% 17,798 $3.9M
Weik Capital Management 1.58% No change 17,756 $3.9M
Cascade Investment Advisors, Inc. 2.50% Add +0.2% 17,753 $3.9M
Garrison Bradford & Associates Inc. 4.07% Reduce -0.6% 17,702 $3.9M
AlphaMark Advisors, LLC 1.68% Reduce -0.7% 17,696 $3.9M
Falcon Wealth Planning 0.43% Add +11.5% 17,691 $3.9M
Cape Ann Savings Bank 2.28% Reduce -1.7% 17,673 $3.9M
Legacy Edge Advisors, LLC 0.62% Add +0.5% 17,518 $3.9M
Total Clarity Wealth Management, Inc. 1.26% Add +13.1% 17,634 $3.9M
Opinicus Capital, Inc. 3.26% Reduce -7.6% 17,633 $3.9M
Copperleaf Capital, LLC 2.45% Add +13.4% 17,632 $3.9M
Baker Ellis Asset Management LLC 0.57% Add +4.0% 17,620 $3.9M
Postrock Partners LLC 1.87% — 17,616 $3.9M
Cornerstone Planning, LLC 1.48% — 17,616 $3.9M
Bison Wealth, LLC 0.47% — 17,603 $3.9M
Integrated Investment Consultants, LLC 0.80% Add +10.0% 17,599 $3.9M
Sawyer & Company, Inc 1.43% Add +0.5% 17,599 $3.9M
Kaizen Financial Strategies 2.20% Add +5.1% 17,592 $3.9M
Hillsdale Investment Management Inc. 0.20% Reduce -1.0% 17,587 $3.9M
Royal Harbor Partners, LLC 1.46% Add +1.2% 17,578 $3.9M
Alta Wealth Advisors LLC 1.68% Add +5.3% 17,532 $3.8M
Wellington Wealth Strategies, LLC. 3.50% Reduce -39.4% 16,684 $3.8M
Benchmark Investment Advisors LLC 2.50% Add +0.8% 17,511 $3.8M
Waters Parkerson & Co., LLC 0.20% Add +4.9% 17,479 $3.8M
Koa Wealth Management, LLC 3.13% Reduce -3.2% 17,477 $3.8M
Tiemann Investment Advisors, LLC 1.70% Reduce -2.6% 17,470 $3.8M
Householder Group Estate & Retirement Specialist, LLC 2.86% Reduce -51.6% 17,463 $3.8M
Pinnacle Wealth Management, LLC 4.26% Reduce -0.8% 17,447 $3.8M
Ameriflex Group, Inc. 1.75% — 16,087 $3.8M
Tempus Wealth Planning, LLC 1.17% Add +8.1% 17,404 $3.8M
Fuller & Thaler Asset Management, Inc. 0.01% No change 17,401 $3.8M
Ellerson Group Inc. 2.78% Reduce -1.8% 17,393 $3.8M
Fearless Solutions, LLC dba Best Invest 2.91% — 17,389 $3.8M
LCM Capital Management Inc 2.15% Add +1.6% 17,376 $3.8M
Obsidian Cio, LLC 0.70% Add +20.1% 17,373 $3.8M
Kathmere Capital Management, LLC 0.34% Add +22.2% 17,354 $3.8M
Dechtman Wealth Management, LLC 0.73% No change 17,325 $3.8M
Militia Capital Partners, LP 3.61% — 17,240 $3.8M
WealthCollab, LLC 2.43% Add +1.8% 17,240 $3.8M
Triangle Securities Wealth Management 0.97% Reduce -6.5% 17,223 $3.8M
Adams Wealth Management 0.72% Add +4.8% 17,216 $3.8M
CacheTech Inc. 0.71% Add +4.8% 17,216 $3.8M
Gray Wealth Management Inc. 1.43% Add +2.1% 17,216 $3.8M
Bernardo Wealth Planning LLC 0.90% Add +2.1% 17,238 $3.8M
Spartan Planning & Wealth Management 3.44% — 17,186 $3.8M
Sage Rhino Capital LLC 0.82% Add +0.0% 17,135 $3.8M
Strategy Asset Managers LLC 0.73% Reduce -3.0% 17,112 $3.8M
Latitude Advisors, LLC 2.11% Reduce -0.3% 17,075 $3.7M
Sanders Morris Harris LLC 0.56% Add +0.5% 16,987 $3.7M
James J. Burns & Company, LLC 0.65% Add +7.9% 17,034 $3.7M
Covey Capital Advisors, LLC 4.24% Reduce -6.9% 17,005 $3.7M
Power Wealth Management LLC 1.56% Add +1.1% 17,005 $3.7M
Arvest Bank Trust Division 0.22% Add +1.0% 17,004 $3.7M
Miura Global Management, LLC 4.07% Add +54.5% 17,000 $3.7M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 2.18% No change 17,000 $3.7M
3Chopt Investment Partners, LLC 1.28% Add +3.8% 16,966 $3.7M
Fermata Advisors, LLC 0.69% Add +3.3% 16,941 $3.7M
First City Capital Management, Inc. 1.98% Reduce -1.3% 16,939 $3.7M
Greenwich Wealth Management LLC 0.26% Add +1.8% 16,938 $3.7M
Elmwood Wealth Management, Inc. 1.50% Reduce -0.1% 16,931 $3.7M
Lafayette Investments, Inc. 0.80% Add +1.6% 16,929 $3.7M
Greenup Street Wealth Management LLC 0.74% Reduce -49.8% 16,912 $3.7M
Viawealth, LLC 2.24% Reduce -9.4% 16,902 $3.7M
Legacy Bridge, LLC 1.93% Add +0.1% 16,867 $3.7M
Black Swift Group, LLC 0.79% Reduce -8.1% 16,861 $3.7M
Peddock Capital Advisors, LLC 0.89% Add +2.8% 16,850 $3.7M
MFG Wealth Management, Inc. 3.39% — 16,847 $3.7M
1858 Wealth Management, LLC 2.93% Reduce -1.8% 16,843 $3.7M
Addison Capital Co 1.47% Add +1.4% 16,832 $3.7M
South Street Advisors LLC 0.56% Reduce -1.2% 16,793 $3.7M
Stillwater Wealth Management Group 3.30% — 16,769 $3.7M
Inspire Trust Co, N.A. 0.94% Reduce -3.9% 16,734 $3.7M
Clarity Wealth Advisors, LLC 1.00% Reduce -0.5% 16,732 $3.7M
Fiducient Advisors LLC 0.45% Add +54.3% 16,729 $3.7M
Ransom Advisory, Ltd 1.69% Add +1.4% 16,718 $3.7M
Bluespring Wealth Management, LLC 0.38% Reduce -7.6% 16,708 $3.7M
Twin Lakes Capital Management, LLC 2.35% Reduce -0.4% 16,695 $3.7M
Northstar Financial Companies, Inc. 3.46% — 16,674 $3.7M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 2.12% Reduce -8.2% 16,667 $3.7M
Providence Wealth Advisors, LLC 2.77% Reduce -0.8% 16,156 $3.7M
City State Bank 1.29% Add +1.9% 16,663 $3.7M
Pinkerton Wealth, LLC 0.53% Add +100.5% 16,634 $3.6M
KLCM Advisors, Inc. 0.42% Reduce -19.0% 16,626 $3.6M
Intrepid Financial Planning Group LLC 1.54% Reduce -0.6% 16,623 $3.6M
Blue Capital, Inc. 2.57% — 16,611 $3.6M
LWM Advisory Services, LLC 2.53% Reduce -3.6% 16,597 $3.6M
Sittner & Nelson, LLC 1.58% Reduce -1.3% 16,583 $3.6M
Carnegie Lake Advisors LLC 1.47% Reduce -0.6% 16,564 $3.6M
Raleigh Capital Management Inc. 1.40% Add +5.5% 16,555 $3.6M
Safeguard Investment Advisory Group, LLC 0.99% Reduce -2.6% 16,519 $3.6M
Intellus Advisors LLC 0.63% — 16,517 $3.6M
Summit Place Financial Advisors, LLC 2.06% Add +2.0% 16,516 $3.6M
Washburn Capital Management, Inc. 2.24% Add +28.8% 16,489 $3.6M
Long Run Wealth Advisors, LLC 0.87% Reduce -17.8% 16,474 $3.6M
Aurora Private Wealth, Inc. 2.70% Add +1.1% 16,444 $3.6M
Watershed Private Wealth LLC 1.41% Add +2.9% 16,438 $3.6M
WBH Advisory Inc. 0.33% Add +1.3% 16,438 $3.6M
Woodward Diversified Capital, LLC 2.65% Reduce -11.1% 16,428 $3.6M
Avanda Investment Management Pte. Ltd. 1.15% Reduce -58.9% 16,418 $3.6M
Texas Capital Bank Wealth Management Services Inc 0.37% Add +13.7% 16,403 $3.6M
Heard Capital LLC 0.21% No change 16,400 $3.6M
Landscape Capital Management, L.L.C. 0.38% Reduce -5.5% 16,396 $3.6M
Peak Financial Advisors LLC 1.87% Reduce -2.1% 16,377 $3.6M
Eads & Heald Wealth Management 1.77% Reduce -4.1% 16,374 $3.6M
Ascentis Wealth Management, LLC 1.26% Reduce -4.6% 16,366 $3.6M
Traveka Wealth, LLC 1.98% Add +20.7% 16,364 $3.6M
Vivid Wealth Management, LLC 1.81% Add +0.7% 16,338 $3.6M
Bantamac Capital, LLC 1.61% Add +12.5% 16,337 $3.6M
Corps Capital Advisors, LLC 3.63% — 16,329 $3.6M
AAFMAA Wealth Management & Trust LLC 1.57% Reduce -12.8% 16,317 $3.6M
Pinnacle Family Advisors, LLC 1.73% Reduce -8.7% 16,263 $3.6M
White Lighthouse Investment Management Inc. 0.63% Reduce -6.2% 16,255 $3.6M
Dixon Fnancial Services, Inc. 1.94% Reduce -0.3% 16,249 $3.6M
Seeds Investor LLC 1.02% Add +17.4% 16,245 $3.6M
Hall Capital Management Co. Inc. 1.66% — 16,231 $3.6M
Flynn Zito Capital Management, LLC 1.66% Reduce -1.4% 16,226 $3.6M
Granite FO LLC 2.03% Reduce -8.8% 16,224 $3.6M
Cascade Investment Group, Inc. 2.54% Add +19.2% 16,194 $3.6M
Triad Wealth Partners, LLC 1.28% Add +24.0% 16,149 $3.5M
2UniFi Bank 2.36% — 16,147 $3.5M
Texas Bank & Trust Co 1.46% — 16,141 $3.5M
O'ROURKE & COMPANY, Inc 1.73% Reduce -5.4% 16,087 $3.5M
Emprise Bank 1.99% Reduce -5.9% 16,082 $3.5M
Constitution Capital LLC 1.98% Add +10.3% 16,080 $3.5M
Leigh Baldwin & Co., LLC 2.97% — 16,072 $3.5M
VeraBank, N.A. 0.99% Add +1.4% 16,068 $3.5M
Deroy & Devereaux Private Investment Counsel Inc. 0.20% Add +0.9% 16,067 $3.5M
Aspen Investment Management Inc 1.64% Add +0.2% 16,056 $3.5M
Uptick Partners, LLC 1.28% Add +2.4% 16,046 $3.5M
Arbor Capital Management Inc. 3.46% Reduce -9.2% 14,847 $3.5M
Bank of Marin 2.79% Add +0.9% 16,026 $3.5M
Wealthstar Advisors, LLC 1.52% — 15,997 $3.5M
Northcape Wealth Management, LLC 1.13% Add +1.6% 15,993 $3.5M
Foster Group, Inc. 0.13% Add +15.1% 15,964 $3.5M
First National Corp. /Ma/ 0.79% Add +9.5% 15,946 $3.5M
Capital Management Associates 4.12% Reduce -6.8% 15,945 $3.5M
Front Row Advisors LLC 1.21% Reduce -0.0% 15,945 $3.5M
Encompass Wealth Advisors, LLC 1.41% Reduce -28.9% 15,941 $3.5M
Godsey & Gibb, Inc. 0.35% Reduce -9.2% 15,939 $3.5M
Tectonic Advisors LLC 0.23% Reduce -15.6% 15,897 $3.5M
Dudley Capital Management, LLC 1.79% Add +1.1% 15,888 $3.5M
Eukles Asset Management 1.48% Reduce -4.0% 15,886 $3.5M
Prudent Man Advisors, LLC 1.27% Reduce -5.0% 15,882 $3.5M
Canandaigua National Trust Co of Florida 2.71% Add +14.6% 15,852 $3.5M
SkyView Investment Advisors, LLC 0.55% Reduce -2.4% 15,836 $3.5M
Nicholas Wealth, LLC. 1.89% Add +8.4% 15,897 $3.5M
Veltria Advisors Corp. 1.44% Reduce -0.0% 15,814 $3.5M
Pennington Partners & Co., LLC 1.72% — 15,803 $3.5M
Swisher Financial Concepts, Inc. 4.08% Reduce -11.7% 15,795 $3.5M
Doheny Asset Management 2.58% Add +0.9% 15,786 $3.5M
Legacy Financial Group LLC 0.56% Add +2.5% 15,757 $3.5M
Deane Retirement Strategies, Inc. 1.74% Add +4528.2% 15,736 $3.5M
Norris Financial Group, LLC 1.62% Reduce -3.4% 15,723 $3.4M
CAP Partners, LLC 2.43% Add +1.1% 15,691 $3.4M
Skylands Capital, LLC 0.48% Reduce -10.8% 15,675 $3.4M
Schorn Wealth LLC 1.12% Add +76.3% 15,674 $3.4M
Rockland Trust Co. 0.17% Add +10.8% 15,671 $3.4M
Jacobsen Capital Management 1.46% Add +0.8% 15,662 $3.4M
Lighthouse Financial LLC 2.79% — 15,645 $3.4M
Proffitt & Goodson Inc. 0.57% Reduce -0.9% 15,623 $3.4M
Gemmer Asset Management LLC 0.34% Reduce -3.7% 15,623 $3.4M
SLT Holdings LLC 3.32% — 15,615 $3.4M
Great Diamond Partners, LLC 0.89% Reduce -0.0% 15,601 $3.4M
Abbot Financial Management, Inc. 1.70% Reduce -1.2% 15,599 $3.4M
Parametrica Management Ltd 4.51% Add +47.8% 15,565 $3.4M
Comprehensive Financial Consultants Institutional, Inc. 1.24% Reduce -0.4% 15,546 $3.4M
Waterfront Wealth Inc. 0.83% Add +4.9% 15,534 $3.4M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.51% Add +1.4% 15,515 $3.4M
Copperwynd Financial, LLC 0.94% Add +3.1% 15,457 $3.4M
Carr Financial Group Corp 1.07% Reduce -6.0% 15,454 $3.4M
Farmers & Merchants Trust Co of Chambersburg PA 1.28% Add +4.3% 15,441 $3.4M
Proactive Wealth Strategies LLC 1.76% Add +2.6% 15,423 $3.4M
Riverpark Capital Management LLC 5.91% Reduce -0.4% 15,418 $3.4M
LGL Partners, LLC 0.49% Reduce -1.7% 15,414 $3.4M
Tru Independence Asset Management 2, LLC 2.82% No change 15,411 $3.4M
Paladin Wealth, LLC 2.92% Add +15.3% 15,381 $3.4M
HMS Capital Management, LLC 1.63% Reduce -1.8% 15,372 $3.4M
Verde Capital Management 0.95% Reduce -4.2% 15,341 $3.4M
IronOak Wealth LLC. 3.76% — 15,292 $3.4M
Portland Global Advisors LLC 0.42% Reduce -0.3% 15,285 $3.4M
A. D. Beadell Investment Counsel, Inc. 2.72% Reduce -1.9% 15,270 $3.4M
Paradigm Asset Management Co. LLC 0.92% Add +132.8% 15,250 $3.3M
Sather Financial Group Inc 0.21% Reduce -17.7% 15,249 $3.3M
RoundAngle Advisors LLC 3.18% — 15,238 $3.3M
Financial Security Advisor, Inc. 0.85% Reduce -0.2% 15,235 $3.3M
Prosperity Financial Group, Inc. 1.67% Add +9.0% 15,207 $3.3M
Allred Capital Management, LLC 1.29% Add +9.7% 15,204 $3.3M
Ballast, Inc. 0.95% Reduce -2.4% 15,199 $3.3M
First County Bank 1.86% Reduce -43.0% 15,199 $3.3M
New World Advisors LLC 0.80% Reduce -15.9% 15,197 $3.3M
Resurgent Financial Advisors LLC 1.97% Reduce -4.1% 15,186 $3.3M
Atlas Legacy Advisors, LLC 0.81% — 15,177 $3.3M
Kentucky Trust Co 1.96% — 15,174 $3.3M
PUREfi Wealth, LLC 3.25% — 15,159 $3.3M
Private Harbour Investment Management & Counsel, LLC 3.64% Reduce -4.3% 15,151 $3.3M
Kirtland Hills Capital Management, LLC 2.12% Add +35.7% 15,134 $3.3M
Sykon Capital LLC 1.14% Add +1.3% 15,118 $3.3M
Cedar Wealth Management, LLC 1.20% Reduce -11.5% 15,117 $3.3M
Ewing Morris & Co. Investment Partners Ltd. 1.14% New 15,087 $3.3M
Ritter Daniher Financial Advisory LLC / DE 0.93% Add +1.4% 15,082 $3.3M
Seelaus Asset Management LLC 3.07% Add +2.7% 15,074 $3.3M
Ellis Investment Partners, LLC 0.65% Add +3.8% 15,071 $3.3M
Pure Portfolios Holdings LLC 1.23% Reduce -1.4% 15,066 $3.3M
Mason & Associates Inc 0.78% Add +7.5% 15,047 $3.3M
Boltwood Capital Management 1.01% Add +2.3% 15,042 $3.3M
Journey Advisory Group, LLC 0.40% No change 17,072 $3.3M
Quantum Financial Advisors, LLC 0.50% Add +32.1% 15,022 $3.3M
Noked Israel Ltd 0.65% New 15,000 $3.3M
Aft, Forsyth & Sober, LLC 1.07% No change 15,000 $3.3M
FWG Holdings, LLC 1.58% Add +3.2% 13,860 $3.3M
Aspetuck Financial Management LLC 2.56% — 14,987 $3.3M
Wealthquest Corp 0.27% Add +2.8% 14,967 $3.3M
Aspire Private Capital, LLC 0.81% Add +1.7% 14,962 $3.3M
CLG LLC 1.17% — 14,958 $3.3M
BCS Wealth Management 0.82% Add +55.1% 14,940 $3.3M
Access Financial Services, Inc. 1.46% Reduce -9.7% 14,940 $3.3M
One Wealth Advisors, LLC 0.49% Reduce -0.3% 14,937 $3.3M
Boomfish Wealth Group, LLC 1.99% Reduce -3.7% 14,914 $3.3M
Maxwell Wealth Strategies Inc. 1.33% Reduce -0.5% 14,879 $3.3M
Five Oceans Advisors 1.50% Reduce -1.1% 14,876 $3.3M
Legato Capital Management LLC 0.43% No change 14,876 $3.3M
Bank of Stockton 0.99% Reduce -2.2% 14,860 $3.3M
Commonwealth Financial Services, LLC 0.64% Add +30.9% 14,859 $3.3M
Index Fund Advisors, Inc. 0.18% Reduce -0.2% 14,804 $3.2M
Syntegra Private Wealth Group, LLC 0.37% Add +17.5% 14,792 $3.2M
Lynx Investment Advisory 2.21% Reduce -1.0% 14,780 $3.2M
AGH Wealth Advisors, LLC 3.00% — 14,773 $3.2M
Private Capital Management LLC 0.65% Reduce -41.4% 14,771 $3.2M
Omnia Family Wealth, LLC 1.34% Add +4.3% 14,762 $3.2M
Trust Co of the South 0.66% Add +25.9% 14,741 $3.2M
Hall Laurie J Trustee 1.06% No change 14,730 $3.2M
Angeles Investment Advisors, LLC 0.16% Reduce -32.2% 14,702 $3.2M
OPTIMAS CAPITAL Ltd 4.35% Reduce -47.9% 14,700 $3.2M
New Republic Capital, LLC 2.10% Reduce -3.6% 14,656 $3.2M
Navalign, LLC 0.94% Add +3.3% 14,650 $3.2M
Minot DeBlois Advisors LLC 2.93% — 14,647 $3.2M
Physician Wealth Advisors, Inc. 0.54% Reduce -0.1% 14,647 $3.2M
New Century Financial Group, LLC 1.36% Reduce -14.6% 14,320 $3.2M
Patten Group, Inc. 0.71% Add +9.0% 14,589 $3.2M
Winthrop Capital Management, LLC 0.85% Add +6.9% 14,433 $3.2M
Bright Futures Wealth Management, LLC. 2.87% Reduce -63.0% 13,465 $3.2M
Savoir Faire Capital Management, L.P. 1.52% Reduce -51.5% 14,540 $3.2M
Strategies Wealth Advisors, LLC 0.40% New 13,814 $3.2M
Cunning Capital Partners, LP 1.91% No change 14,523 $3.2M
Greystone Financial Group, LLC 0.55% Reduce -1.8% 14,521 $3.2M
Goldstone Financial Group, LLC 0.50% Add +3.2% 14,515 $3.2M
Signet Investment Advisory Group, Inc. 1.62% Reduce -0.3% 14,513 $3.2M
Castle Wealth Management LLC 1.25% Add +0.3% 14,513 $3.2M
JW Asset Management, LLC 1.51% New 14,500 $3.2M
Investment Advisory Services Inc. /TX 1.12% Add +1.1% 14,465 $3.2M
South Plains Financial, Inc. 2.42% — 14,455 $3.2M
Hemington Wealth Management 0.80% Add +7.2% 14,450 $3.2M
International Private Wealth Advisors LLC 3.15% Add +51.4% 14,434 $3.2M
Holistic Financial Partners 1.57% Reduce -2.9% 14,423 $3.2M
Covenant Partners, LLC 0.97% Reduce -10.3% 14,409 $3.2M
Jmac Enterprises LLC 0.50% Reduce -0.2% 14,401 $3.2M
Palo Alto Wealth Advisors, LLC 1.11% Add +10.6% 14,391 $3.2M
Bedel Financial Consulting, Inc. 0.44% Add +4.5% 13,356 $3.2M
Allegheny Financial Group 0.81% Reduce -7.8% 14,368 $3.2M
Birchbrook, Inc. 1.79% Reduce -0.6% 14,356 $3.1M
General Partner, Inc. 1.89% No change 14,335 $3.1M
Shearwater Capital LLC 2.13% No change 14,319 $3.1M
Mach-1 Financial Group, LLC 5.66% Add +0.4% 14,314 $3.1M
Piscataqua Savings Bank 2.70% Reduce -0.7% 14,299 $3.1M
Wealth Quarterback LLC 1.47% Add +10.2% 14,297 $3.1M
Sandy Cove Advisors, LLC 1.23% Add +5.2% 14,294 $3.1M
Excalibur Management Corp. 1.25% Reduce -0.6% 14,293 $3.1M
Channel Wealth LLC 1.02% Add +4.5% 14,289 $3.1M
Palacios Wealth Management, LLC 3.38% — 14,048 $3.1M
Pinion Investment Advisors, LLC 1.24% Add +0.8% 14,257 $3.1M
LSP Investment Advisors, LLC 2.17% No change 14,200 $3.1M
Alpha Omega Wealth Management LLC 0.59% Reduce -0.1% 14,187 $3.1M
Weaver Consulting Group 0.95% Add +16.8% 14,152 $3.1M
Wedge Capital Management L L P 0.06% No change 14,124 $3.1M
Challenger Wealth Management 2.66% — 14,100 $3.1M
Marion Wealth Management 0.82% Add +177.2% 14,096 $3.1M
Hutchens & Kramer Investment Management Group, LLC 1.68% Reduce -1.5% 14,071 $3.1M
First PREMIER Bank 0.79% Reduce -7.1% 14,068 $3.1M
Wealth Dimensions Group, Ltd. 0.76% Add +0.6% 14,050 $3.1M
Forefront Wealth Partners, LLC 2.29% — 14,037 $3.1M
BayBridge Capital Group, LLC 2.23% Reduce -2.3% 14,036 $3.1M
Valley Brook Capital Group, Inc. 2.30% Add +4.4% 14,019 $3.1M
Ayalon Insurance Comp Ltd. 0.95% No change 14,014 $3.1M
Chapman Financial Group, LLC 2.46% — 13,980 $3.1M
Fjell Capital, LLC 3.16% — 13,964 $3.1M
Quantum Portfolio Management LLC 1.64% Add +0.6% 13,954 $3.1M
Enhancing Capital LLC 2.44% — 13,936 $3.1M
DMC Group, LLC 2.48% Reduce -2.4% 13,923 $3.1M
Diversified Portfolios, Inc. 0.33% Add +1.8% 13,921 $3.1M
IRON Financial LLC 1.72% Add +1.1% 13,919 $3.1M
Lattice Capital Management, LLC 2.56% No change 13,900 $3.0M
Fairtree Asset Management (Pty) Ltd 2.91% — 13,877 $3.0M
Barden Capital Management, Inc. 2.61% Add +3.7% 13,859 $3.0M
Sulzberger Capital Advisors, Inc. 3.47% — 13,853 $3.0M
Diversified Enterprises, LLC 0.29% Add +29.6% 13,810 $3.0M
Fortune 45 LLC 1.97% Add +5.0% 13,789 $3.0M
Objective Capital Management, LLC 2.02% Reduce -12.9% 13,787 $3.0M
PAX Financial Group, LLC 0.54% Add +9.3% 13,782 $3.0M
Unionview, LLC 2.21% Reduce -0.9% 13,770 $3.0M
Prostatis Group LLC 0.88% Add +8.4% 13,766 $3.0M
Live Oak Private Wealth LLC 0.51% Add +2.4% 13,757 $3.0M
Cora Capital Advisors LLC 1.45% Reduce -1.0% 13,752 $3.0M
Kathleen S. Wright Associates Inc. 1.26% Add +0.2% 13,705 $3.0M
Constant Guidance Financial LLC 2.60% Reduce -10.8% 13,737 $3.0M
HMV Wealth Advisors, LLC 3.01% — 13,728 $3.0M
Fortress Private Ledger, LLC 1.84% — 13,728 $3.0M
WINTON GROUP Ltd 0.20% Add +120.2% 13,697 $3.0M
Clarkston Capital Partners, LLC 0.06% Add +8.1% 13,694 $3.0M
Argyle Capital Partners, LLC 2.58% — 13,692 $3.0M
Trust Co 0.34% Add +38.2% 13,691 $3.0M
First Affirmative Financial Network 1.73% Reduce -1.9% 13,683 $3.0M
SMART Wealth LLC 1.07% Add +86.9% 13,676 $3.0M
Sageworth Trust Co of South Dakota 3.79% Add +4.2% 13,650 $3.0M
Foresight Capital Management Advisors, Inc. 1.75% Reduce -0.1% 13,649 $3.0M
LifeWealth Investments, LLC 1.98% — 13,646 $3.0M
Fire Capital Management LLC 2.23% — 13,642 $3.0M
Delta Asset Management LLC 0.27% Reduce -0.6% 13,641 $3.0M
Roxbury Financial LLC 2.88% — 14,391 $3.0M
Amplius Wealth Advisors, LLC 0.31% Reduce -6.3% 13,626 $3.0M
Midland Wealth Advisors, LLC 0.18% Reduce -6.5% 13,624 $3.0M
MV Capital Management, Inc. 0.32% Add +1.1% 13,614 $3.0M
Walled Lake Planning & Wealth Management, LLC 1.11% Add +0.4% 13,559 $3.0M
GoalVest Advisory LLC 0.82% Reduce -2.2% 13,555 $3.0M
InTrack Investment Management Inc 2.07% Reduce -5.4% 13,656 $3.0M
Clifford Group, LLC 2.27% Add +7.6% 13,550 $3.0M
Verum Partners LLC 0.86% Reduce -2.6% 13,548 $3.0M
BlackDiamond Wealth Management, LLC 1.72% Add +0.6% 13,539 $3.0M
L. Roy Papp & Associates, LLP 0.35% Add +0.8% 13,534 $3.0M
Red Wave Investments LLC 1.04% Reduce -2.5% 13,531 $3.0M
ICW Investment Advisors LLC 1.24% Add +8.5% 13,500 $3.0M
Cutler Investment Counsel LLC 0.37% Add +8.1% 13,473 $3.0M
Independent Wealth Network Inc. 1.20% Add +11.3% 13,465 $3.0M
Stonekeep Investments, LLC 2.20% Reduce -3.8% 13,457 $3.0M
Brendel Financial Advisors LLC 1.79% Add +2.4% 13,455 $3.0M
Gold Investment Management Ltd. 1.24% No change 13,440 $2.9M
One River Asset Management, LLC 4.41% New 13,305 $2.9M
Willner & Heller, LLC 2.58% Add +2.1% 13,403 $2.9M
AA Financial Advisors, LLC 0.78% Add +6.5% 13,393 $2.9M
Accelerate Investment Advisors LLC 2.59% Add +2.9% 13,386 $2.9M
Ssi Investment Management LLC 1.05% Reduce -0.1% 13,383 $2.9M
Firethorn Wealth Partners, LLC 1.46% Add +1.0% 13,373 $2.9M
Fortitude Family Office, LLC 1.05% Add +7.2% 13,350 $2.9M
Kennebec Savings Bank 2.95% Reduce -1.1% 13,391 $2.9M
Waypoint Wealth Partners Inc. 0.80% Add +30.1% 13,324 $2.9M
K2 Principal Fund, L.P. 1.44% Reduce -39.8% 13,321 $2.9M
TFC Financial Management, Inc. 0.46% Add +2.0% 13,319 $2.9M
United Community Bank 1.14% Add +0.9% 13,293 $2.9M
Hengehold Capital Management LLC 0.27% Add +4.3% 13,275 $2.9M
Wealthstream Advisors, Inc. 0.54% Add +6.3% 13,261 $2.9M
Birch Financial Group, LLC 3.27% — 13,259 $2.9M
Archer Investment Corp 0.78% Reduce -0.1% 13,245 $2.9M
Thrive Capital Management, LLC 1.33% Add +4.1% 13,218 $2.9M
V2 Financial group LLC 1.76% Add +1.5% 13,190 $2.9M
Oak Asset Management, LLC 1.07% Reduce -0.2% 13,180 $2.9M
Values Added Financial LLC 1.67% Add +0.2% 13,162 $2.9M
Burke & Herbert Bank & Trust Co. 0.68% Reduce -1.7% 13,152 $2.9M
Bosman Wealth Management, LLC 2.77% — 13,148 $2.9M
Castleview Partners, LLC 1.55% Reduce -16.3% 13,086 $2.9M
Redwood Investment Management, LLC 0.28% Add +38.0% 13,123 $2.9M
Beam Wealth Advisors, Inc. 0.91% Add +2.5% 13,121 $2.9M
Tiff Advisory Services, LLC 0.94% Reduce -67.9% 13,104 $2.9M
Studio Investment Management LLC 0.61% Reduce -1.7% 13,102 $2.9M
Graphene Investments SAS 1.99% Reduce -22.0% 13,100 $2.9M
Matisse Capital 1.46% Reduce -12.7% 13,098 $2.9M
Atticus Wealth Management, LLC 0.89% Add +0.6% 13,086 $2.9M
Heritage Wealth Partners, LLC 3.59% Add +3.9% 13,060 $2.9M
Aprio Wealth Management, LLC 0.42% Add +25.4% 13,060 $2.9M
Cynosure Group, LLC 0.43% Reduce -34.3% 13,057 $2.9M
WealthTrust Asset Management, LLC 2.06% Reduce -3.0% 13,057 $2.9M
Gratus Wealth Advisors, LLC 0.46% Reduce -2.2% 12,994 $2.9M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 2.80% — 12,965 $2.8M
Wynn Capital, LLC 1.79% Add +1.9% 12,940 $2.8M
LJI Wealth Management, LLC 0.56% Reduce -7.5% 12,938 $2.8M
St. Louis Financial Planners Asset Management, LLC 2.05% New 12,937 $2.8M
Monterey Private Wealth, Inc. 0.94% Add +4.9% 12,930 $2.8M
Lakeshore Capital Group, Inc. 4.29% — 12,928 $2.8M
O'Dell Group, LLC 0.64% Reduce -7.8% 12,893 $2.8M
Kuhn & Co Investment Counsel 2.40% Add +0.6% 12,884 $2.8M
Windle Wealth, LLC 1.56% Add +6.6% 12,884 $2.8M
Proathlete Wealth Management LLC 1.06% Add +0.4% 12,853 $2.8M
FWG Investments, LLC. 2.19% Add +0.1% 12,838 $2.8M
Bingham Private Wealth, LLC 2.99% — 12,829 $2.8M
Novem Group 0.42% — 12,829 $2.8M
JBR Co Financial Management Inc 1.71% Add +6.5% 12,810 $2.8M
Capital Advisory Group Advisory Services, LLC 1.01% Add +4.1% 12,803 $2.8M
Vance Wealth, LLC 1.08% Reduce -4.8% 12,801 $2.8M
Barlow Wealth Partners, LLC 0.36% Add +0.7% 12,572 $2.8M
Austin Wealth Management, LLC 0.58% Add +5.5% 12,405 $2.8M
Geometric Wealth Advisors 0.51% Add +0.7% 12,762 $2.8M
Dale Q Rice Investment Management Ltd 1.23% — 12,760 $2.8M
Palisades Hudson Asset Management, L.P. 1.18% Reduce -0.1% 12,758 $2.8M
Bear Mountain Capital, Inc. 1.09% Add +2.4% 11,887 $2.8M
PBMares Wealth Management LLC 0.57% Add +3.6% 12,754 $2.8M
Wealth Management Associates, Inc. 1.19% Reduce -0.5% 12,739 $2.8M
Cerro Pacific Wealth Advisors LLC 0.92% Reduce -0.5% 14,999 $2.8M
Alesco Advisors, LLC, An ESL Co 0.09% Add +200.4% 12,736 $2.8M
Coyle Financial Counsel LLC 0.88% Add +5.3% 12,717 $2.8M
Cathy Pareto & Associates, Inc. 2.56% — 12,707 $2.8M
Novus Advisors, LLC 2.78% — 12,703 $2.8M
CFS Investment Advisory Services, LLC 0.25% Add +4.2% 12,687 $2.8M
Northeast Financial Group, Inc. 1.06% Reduce -11.7% 12,655 $2.8M
Victory Financial Group, LLC 0.73% — 12,650 $2.8M
Wbi Investments, LLC 0.69% New 12,643 $2.8M
LVZ, Inc. 0.36% Reduce -1.1% 12,631 $2.8M
Searle & Co. 0.80% Add +0.6% 12,620 $2.8M
waypoint wealth counsel 1.81% Add +3.2% 12,617 $2.8M
Infrastructure Capital Advisors, LLC 0.47% Add +64.3% 12,606 $2.8M
Wiser Advisor Group LLC 4.02% Add +1.8% 12,592 $2.8M
Financial Insights, Inc. 1.07% Reduce -26.4% 12,591 $2.8M
Cahaba Wealth Management, Inc. 0.23% Reduce -4.8% 12,581 $2.8M
Scarborough Advisors, LLC 0.39% Add +1.7% 12,574 $2.8M
Steigerwald, Gordon & Koch Inc. 0.31% Reduce -2.1% 12,549 $2.8M
Triumph Capital Management 0.94% Add +12.0% 12,516 $2.7M
Scoggin Management LP 1.44% Reduce -28.6% 12,500 $2.7M
Birnam Oak Advisors, LP 1.35% — 12,500 $2.7M
PCJ Investment Counsel Ltd. 0.93% New 12,500 $2.7M
4J Wealth Management LLC 2.22% Reduce -3.3% 12,499 $2.7M
Ahl Investment Management, Inc. 1.92% Reduce -0.9% 12,480 $2.7M
Keyvantage Wealth, LLC 1.96% — 12,466 $2.7M
Crawford Investment Counsel Inc. 0.05% Add +6.5% 12,461 $2.7M
West Wealth Group, LLC 0.82% Reduce -2.5% 12,455 $2.7M
Comprehensive Financial Planning, Inc. 2.30% — 12,438 $2.7M
Hilltop Partners LLC 0.93% Add +2.7% 12,430 $2.7M
Topsail Wealth Management, LLC 0.58% — 12,426 $2.7M
TLWM 0.54% Add +2.4% 12,405 $2.7M
Corundum Group, Inc. 1.02% Add +21.9% 12,394 $2.7M
Well Done, LLC 0.50% No change 14,585 $2.7M
Up Strategic Wealth Investment Advisors LLC 2.72% Add +27.1% 12,380 $2.7M
Northside Capital Management, LLC 0.72% No change 12,363 $2.7M
Myecfo, LLC 1.46% No change 12,356 $2.7M
Astoria Portfolio Advisors LLC. 0.96% Add +10.8% 12,425 $2.7M
Trace Wealth Advisors, LLC 2.42% — 12,325 $2.7M
Avantra Family Wealth, Inc. 2.52% — 12,304 $2.7M
Meadow Creek Wealth Advisors LLC 1.94% Add +0.7% 12,301 $2.7M
Versant Capital Management, Inc 0.58% Add +39.2% 12,301 $2.7M
Grantvest Financial Group LLC 3.01% — 12,289 $2.7M
Lee Financial Co 0.38% Add +10.4% 12,278 $2.7M
Capital Advisors, Ltd. LLC 0.34% Add +2.3% 12,273 $2.7M
River Street Advisors LLC 1.38% Add +7.1% 12,263 $2.7M
Banco de Sabadell, S.A 2.11% Add +1.4% 12,252 $2.7M
Grandfield & Dodd, LLC 0.17% Reduce -4.4% 12,248 $2.7M
Penn Davis McFarland Inc. 0.29% Add +28.8% 12,245 $2.7M
Ranch Capital Advisors Inc. 1.27% Add +0.5% 12,244 $2.7M
Atala Financial Inc 1.88% — 12,239 $2.7M
Secured Retirement Advisors, LLC 1.54% Reduce -0.4% 12,224 $2.7M
Blackston Financial Advisory Group, LLC 1.34% Add +7.7% 12,220 $2.7M
MSH Capital Advisors LLC 0.84% Add +1.1% 12,219 $2.7M
Arcadia Wealth Management, LLC 1.36% Reduce -22.9% 12,215 $2.7M
Armstrong Henry H Associates Inc. 0.27% Reduce -1.3% 12,205 $2.7M
First Nebraska Trust Co 0.26% Add +0.9% 12,171 $2.7M
Essex LLC 0.56% Reduce -8.3% 12,171 $2.7M
Aspiring Ventures, LLC 1.69% — 11,814 $2.7M
Encompass More Asset Management 0.88% Add +0.7% 12,162 $2.7M
American Institute for Advanced Investment Management, LLP 1.99% Reduce -1.4% 12,142 $2.7M
Baron Silver Stevens Financial Advisors, LLC 0.45% Reduce -0.8% 12,142 $2.7M
Corrado Advisors, LLC 1.73% Add +0.3% 12,119 $2.7M
Bridger Management, LLC 1.43% Add +66.8% 12,114 $2.7M
Iams Wealth Management, LLC 1.22% Add +8.3% 12,106 $2.7M
Caldwell Investment Management Ltd. 1.79% No change 12,000 $2.7M
One Charles Private Wealth Services, LLC 0.89% Add +9.5% 12,085 $2.7M
Thornburg Investment Management Inc. 0.04% No change 12,073 $2.6M
Financial Partners Group, LLC 1.10% Reduce -23.6% 12,071 $2.6M
Burt Wealth Advisors 0.67% Add +14.1% 12,057 $2.6M
JNBA Financial Advisors 0.27% Add +2.9% 12,048 $2.6M
Symphony Financial Services, Inc. 2.12% Reduce -7.6% 12,022 $2.6M
Reliant Investment Partners, LLC 2.34% — 12,018 $2.6M
Sheets Smith Investment Management 2.23% — 12,017 $2.6M
Successful Portfolios LLC 1.76% Add +0.2% 12,016 $2.6M
Hartford Funds Management Co LLC 0.24% Add +8.7% 11,990 $2.6M
NORTHSTAR ASSET MANAGEMENT Co 0.60% Add +0.2% 11,981 $2.6M
Ullmann Wealth Partners Group, LLC 0.34% Reduce -0.3% 11,974 $2.6M
Cary Street Partners Investment Advisory LLC 1.72% Reduce -94.1% 11,966 $2.6M
Pacific Global Investment Management Co. 3.37% Reduce -87.3% 11,962 $2.6M
Garrett Wealth Advisory Group, LLC 0.60% Add +1.4% 11,959 $2.6M
Park Edge Advisors, LLC 0.76% Add +3.2% 11,943 $2.6M
Sterling Investment Counsel, LLC 1.73% Reduce -56.2% 11,942 $2.6M
Capital Advantage, Inc. 0.48% Reduce -2.9% 11,932 $2.6M
Spectrum Strategic Capital Management, LLC 1.65% Reduce -10.9% 11,920 $2.6M
Walter & Keenan Wealth Management LLC /in/ 0.79% Add +2.2% 11,890 $2.6M
Patrick M Sweeney & Associates, Inc. 1.95% Add +0.3% 11,873 $2.6M
New Covenant Trust Company, N.A. 2.58% Reduce -1.4% 11,748 $2.6M
First Community Trust NA 1.86% Reduce -1.0% 11,848 $2.6M
Wolff Wiese Magana LLC 1.72% Reduce -1.1% 11,823 $2.6M
LFA - Lugano Financial Advisors SA 1.69% Add +2.0% 11,783 $2.6M
SFG Wealth Management, LLC. 1.35% Reduce -0.6% 11,754 $2.6M
Atlatl Advisers LLC 1.51% — 11,747 $2.6M
Probity Advisors, Inc. 0.50% Add +7.2% 11,745 $2.6M
Ariadne Wealth Management, LP 1.18% Add +4.5% 11,045 $2.6M
Greenbush Financial Group, LLC 1.35% — 11,608 $2.6M
Morey & Quinn Wealth Partners, LLC 2.18% — 11,706 $2.6M
Crowley Wealth Management, Inc. 2.26% — 11,682 $2.6M
Legacy PCG, LLC 1.82% Add +0.5% 11,667 $2.6M
One Day In July LLC 0.27% Reduce -10.0% 11,667 $2.6M
Leibman Financial Services, Inc. 1.86% New 11,649 $2.6M
PCG Asset Management, LLC 2.24% — 11,639 $2.6M
LeClair Wealth Partners LLC 1.70% — 11,635 $2.6M
Affiance Financial, LLC 0.61% Add +9.1% 11,628 $2.6M
Altus Wealth Group LLC 1.13% Reduce -10.9% 11,617 $2.5M
Next Level Private LLC 1.03% Add +0.7% 11,615 $2.5M
LCNB Corp. 0.93% Reduce -0.1% 11,608 $2.5M
First United Bank & Trust 0.92% Reduce -0.4% 11,602 $2.5M
Core Wealth Advisors, Inc. 0.84% Add +5.9% 11,597 $2.5M
Safeguard Financial, LLC 0.55% Reduce -3.8% 11,586 $2.5M
Virtus Wealth Solutions LLC 0.60% — 11,583 $2.5M
Centennial Bank 1.20% Reduce -0.1% 11,577 $2.5M
Riverbend Wealth Management, LLC 2.26% — 11,575 $2.5M
Clearwater Capital Advisors, LLC 0.25% Reduce -3.7% 11,559 $2.5M
Net Worth Advisory Group 0.77% Reduce -9.2% 11,552 $2.5M
Advanced Portfolio Management, LLC 2.89% Reduce -68.5% 11,429 $2.5M
Cresta Advisors, Ltd. 1.32% No change 13,592 $2.5M
Radnor Capital Management, LLC 0.42% Reduce -13.0% 11,543 $2.5M
Sprinkle Financial Consultants LLC 1.72% Reduce -1.9% 11,541 $2.5M
PCA Investment Advisory Services Inc. 1.17% Add +2.9% 11,523 $2.5M
MinichMacGregor Wealth Management, LLC 0.52% Add +10.8% 11,503 $2.5M
Claris Financial LLC 1.66% — 11,490 $2.5M
Helium Advisors LLC 2.00% — 11,486 $2.5M
Warren Street Wealth Advisors, LLC 1.03% Reduce -0.5% 11,471 $2.5M
Charles Schwab Trust Co 0.22% Reduce -22.0% 11,453 $2.5M
Dupree Financial Group, LLC 1.22% Reduce -44.3% 11,443 $2.5M
Legacy Financial Strategies, LLC 0.54% Add +5.5% 11,399 $2.5M
Pointe Capital Management LLC 1.44% Add +0.5% 11,437 $2.5M
Walkner Condon Financial Advisors LLC 0.51% Add +6.5% 11,433 $2.5M
Lebenthal Global Advisors, LLC 0.46% Add +6.8% 11,433 $2.5M
MRP Capital Investments, LLC 2.28% Add +1.3% 11,430 $2.5M
Manchester Financial Inc. 0.55% Add +3.4% 11,422 $2.5M
Tilia Fiduciary Partners, Inc. 1.71% Add +2.6% 11,421 $2.5M
Dynamic Technology Lab Private Ltd 0.40% Add +120.5% 11,389 $2.5M
Hoxton Planning & Management, LLC 0.95% Add +1.4% 11,372 $2.5M
Davis Capital Management 2.03% Reduce -1.8% 11,371 $2.5M
Wernau Asset Management Inc. 2.41% — 11,356 $2.5M
Rappaport Reiches Capital Management, LLC 0.64% Add +3.0% 11,333 $2.5M
Delos Wealth Advisors, LLC 1.98% Add +5.9% 11,332 $2.5M
Cahill Financial Advisors Inc. 0.34% Reduce -12.9% 11,318 $2.5M
Tobias Financial Advisors, Inc. 0.50% Add +2.2% 11,305 $2.5M
M3 Advisory Group, LLC 1.77% Add +2.1% 11,295 $2.5M
Genesee Capital Advisors, LLC 1.15% Reduce -1.3% 11,294 $2.5M
Spreng Capital Management, Inc. 1.10% Reduce -1.2% 11,290 $2.5M
May Hill Capital, LLC 0.96% — 11,290 $2.5M
Orleans Capital Management Corp. 1.39% Add +16.2% 10,640 $2.5M
Lester Murray Antman dba SimplyRich 0.71% No change 11,280 $2.5M
Fortune Financial Advisors, LLC 2.25% Add +1.2% 11,271 $2.5M
Marshall Financial Group, LLC 0.60% Add +6.0% 11,231 $2.5M
Carl P. Sherr & Co., LLC 1.29% Reduce -3.5% 11,223 $2.5M
Longitude (Cayman) Ltd. 2.82% Add +60.0% 11,200 $2.5M
Patriot Investment Management Group, Inc. 0.18% Reduce -3.6% 11,176 $2.5M
MPS Loria Financial Planners, LLC 0.73% Add +2.4% 11,171 $2.5M
Heartwood Wealth Advisors LLC 0.28% Add +4.9% 11,158 $2.4M
First Bancorp, Inc 1.67% Reduce -2.9% 11,151 $2.4M
Bremer Bank National Association 0.48% Reduce -3.5% 11,151 $2.4M
Kensington Investment Counsel, LLC 1.02% Reduce -6.0% 11,137 $2.4M
Peoples Bank 1.69% Reduce -0.5% 11,137 $2.4M
Midwest Professional Planners, LTD. 0.73% Add +6.9% 11,123 $2.4M
ORBA Wealth Advisors, L.L.C. 1.28% Add +2.4% 11,122 $2.4M
Cardinal Point Capital Management ULC 0.39% Add +88.0% 11,116 $2.4M
Advyzon Investment Management, LLC 0.94% — 11,095 $2.4M
Shum Financial Group, Inc. 2.10% Add +4.9% 11,089 $2.4M
Cooper/Haims Advisors, LLC 1.38% Reduce -5.4% 11,071 $2.4M
Wooster Corthell Wealth Management, Inc. 0.53% Reduce -0.5% 11,069 $2.4M
Gilman Hill Asset Management, LLC 0.42% Reduce -1.5% 11,029 $2.4M
Affinity Capital Advisors, LLC 0.46% Add +2.2% 10,892 $2.4M
EdgeRock Capital LLC 1.59% Add +1.3% 11,027 $2.4M
Symmetry Partners, LLC 0.34% Add +7.2% 11,008 $2.4M
Shelton Wealth Management, LLC 1.32% Reduce -10.5% 11,006 $2.4M
Hunter Associates Investment Management LLC 0.37% Add +7.3% 10,996 $2.4M
Richard W. Paul & Associates, LLC 0.88% Reduce -1.8% 10,996 $2.4M
Vista Capital Partners, Inc. 0.28% Add +2.8% 10,991 $2.4M
Lakeridge Wealth Management LLC 1.24% Add +0.7% 10,975 $2.4M
Almanack Investment Partners, LLC. 0.37% Add +2.3% 10,966 $2.4M
Jacksonville Wealth Management, LLC 2.24% — 10,963 $2.4M
Salvus Wealth Management, LLC 1.53% Reduce -14.6% 10,961 $2.4M
Sunflower Bank, N.A. 0.67% Add +6.9% 10,942 $2.4M
McGlone Suttner Wealth Management, Inc. 0.40% Add +3.6% 10,936 $2.4M
Blue Barn Wealth, LLC 1.26% Reduce -3.6% 10,924 $2.4M
Main Street Group, LTD 1.00% Reduce -0.3% 10,917 $2.4M
Opal Wealth Advisors, LLC 0.72% Reduce -3.5% 10,905 $2.4M
Legacy Capital Wealth Management, LLC 2.38% — 10,903 $2.4M
Bigelow Investment Advisors, LLC 1.12% Reduce -5.9% 10,902 $2.4M
Mattern Capital Management, LLC 0.31% Reduce -3.3% 10,894 $2.4M
Williamson Legacy Group, LLC 1.59% Reduce -12.1% 10,893 $2.4M
Three Magnolias Financial Advisors, LLC 2.51% — 10,892 $2.4M
Chelsea Counsel Co. 1.23% Reduce -6.0% 10,883 $2.4M
Grey Ledge Advisors, LLC 0.62% Reduce -5.1% 10,859 $2.4M
WealthTrust Axiom LLC 0.71% Add +0.4% 10,859 $2.4M
Littlejohn Financial Services, Inc. 2.12% — 10,805 $2.4M
Tidemark, LLC 0.91% Add +1.7% 10,790 $2.4M
Hofer & Associates. Inc 1.59% Reduce -0.1% 10,775 $2.4M
FDx Advisors, Inc. 0.69% Reduce -1.9% 10,769 $2.4M
Criterion Capital Advisors, LLC 1.48% No change 12,191 $2.4M
Atom Investors LP 0.29% Reduce -78.2% 10,731 $2.4M
Baron Wealth Management LLC 1.11% Add +7.3% 10,731 $2.4M
Knights of Columbus Asset Advisors LLC 0.16% Add +11.4% 10,727 $2.4M
Advisory Resource Group 0.50% Reduce -0.6% 10,701 $2.3M
Detalus Advisors, LLC 0.77% Reduce -0.3% 10,694 $2.3M
Capital Market Strategies LLC 1.36% Add +13.8% 10,692 $2.3M
Stevens Capital Management LP 0.94% Reduce -89.3% 10,688 $2.3M
17 Capital Partners, LLC 1.48% Add +1.7% 10,682 $2.3M
Farrell Financial LLC 1.67% Reduce -0.4% 10,645 $2.3M
Twin City Private Wealth, LLC 2.06% Reduce -15.3% 10,631 $2.3M
Black Diamond Financial, LLC 0.35% Add +3.8% 10,625 $2.3M
Alan B Lancz & Associates, Inc. 2.36% No change 10,594 $2.3M
Objectivity Squared, LLC 1.61% No change 10,597 $2.3M
Marotta Asset Management 0.49% Add +1.6% 10,534 $2.3M
Alterna Wealth Management, Inc. 1.96% Reduce -10.0% 10,571 $2.3M
Firestone Capital Management 0.58% Reduce -0.4% 10,558 $2.3M
49 Wealth Management, LLC 0.33% Add +3.6% 10,556 $2.3M
Pinnacle Holdings, LLC 1.01% Reduce -6.3% 10,554 $2.3M
Intelligence Driven Advisers, LLC 0.43% Add +47.6% 10,540 $2.3M
Puff Wealth Management, LLC 4.03% — 10,537 $2.3M
M1 Capital Management LLC 1.25% — 10,516 $2.3M
Berkeley Capital Partners, LLC 0.64% Add +2.1% 10,498 $2.3M
Professional Financial Advisors, LLC 0.59% Add +0.1% 10,487 $2.3M
Tributary Capital Management, LLC 0.18% Reduce -4.6% 10,435 $2.3M
Hollow Brook Wealth Management LLC 0.70% Reduce -35.8% 10,429 $2.3M
Total Wealth Planning & Management, Inc. 2.24% — 10,400 $2.3M
Centerpoint Advisory Group 2.20% — 10,383 $2.3M
Inspirion Wealth Advisors, LLC 0.32% No change 10,248 $2.3M
Strategic Financial Services, Inc. 0.14% Add +2.0% 10,328 $2.3M
Lipe & Dalton 1.20% Reduce -4.9% 10,318 $2.3M
Abel Hall, LLC 1.44% Add +8.8% 10,309 $2.3M
Francis Financial, Inc. 0.57% Add +63.9% 16,373 $2.3M
Dimension Capital Management LLC 0.37% Reduce -0.1% 10,270 $2.3M
Wharton Business Group, LLC 0.10% Reduce -0.2% 10,266 $2.3M
Wisconsin Wealth Advisors, LLC 3.31% — 10,247 $2.2M
Redwood Financial Network Corp 1.67% Add +1.1% 10,244 $2.2M
MGB Wealth Management, LLC 0.70% Add +14.2% 10,217 $2.2M
Brass Tax Wealth Management, Inc. 0.47% Reduce -1.5% 10,212 $2.2M
Kraematon Investment Advisors, Inc. 2.21% Add +5.4% 10,199 $2.2M
LifeSteps Financial, Inc. 1.72% Add +4.1% 10,192 $2.2M
RPS Advisory Solutions LLC 1.39% Add +4.5% 10,188 $2.2M
Guerra Advisors Inc 1.24% — 10,185 $2.2M
Drake & Associates, LLC 0.64% Add +39.7% 9,750 $2.2M
SJS Investment Consulting Inc. 0.39% Add +1.7% 10,182 $2.2M
Carlson Capital Management 0.10% Add +7.5% 10,178 $2.2M
Union Savings Bank 1.10% Add +0.2% 10,177 $2.2M
IAM Advisory, LLC 0.57% Reduce -0.2% 10,176 $2.2M
Integrity Wealth Solutions LLC 1.25% Add +0.2% 10,148 $2.2M
Okabena Investment Services Inc. 0.62% Add +48.7% 10,148 $2.2M
Insight Wealth Partners, LLC 1.41% Reduce -8.8% 10,131 $2.2M
Fairscale Capital, LLC 1.91% Add +1.2% 10,122 $2.2M
Monument Capital Management 0.61% Add +41.5% 10,105 $2.2M
Colony Family Offices, LLC 0.69% Add +0.3% 10,075 $2.2M
Mainstay Capital Management LLC 0.34% Add +1.7% 10,059 $2.2M
Goldstein Advisors, LLC 0.32% Add +3.5% 10,048 $2.2M
Martin Capital Advisors, LLP 1.42% Add +208.7% 10,044 $2.2M
Sachetta, LLC 0.87% Reduce -4.0% 10,040 $2.2M
Lodestone Wealth Management LLC 1.10% Reduce -0.3% 10,021 $2.2M
Tarbox Family Office, Inc. 0.36% Reduce -0.1% 10,019 $2.2M
Price Jennifer C. 2.91% No change 10,000 $2.2M
Sonnipe Ltd. 0.24% Reduce -49.3% 10,000 $2.2M
MTM Investment Management, LLC 0.84% Add +1.4% 9,981 $2.2M
Echo Wealth Management, LLC 1.51% Add +0.3% 9,984 $2.2M
Satovsky Asset Management LLC 0.50% Reduce -5.5% 9,710 $2.2M
Peninsula Wealth, LLC 0.37% Add +6.0% 9,979 $2.2M
Capital Wealth Planning, LLC 0.02% Reduce -16.8% 9,968 $2.2M
Armstrong, Fleming & Moore, Inc 1.32% No change 9,966 $2.2M
Caas Capital Management LP 1.81% New 9,965 $2.2M
Driehaus Capital Management LLC 0.02% Add +2.9% 9,943 $2.2M
Florida Financial Advisors, LLC 0.97% Add +14.3% 10,208 $2.2M
Kraft, Davis & Associates, LLC 0.62% Reduce -6.0% 9,458 $2.2M
Tiller Private Wealth, Inc. 0.92% Reduce -2.3% 9,919 $2.2M
Hobbs Group Advisors, LLC 0.82% Add +29.7% 9,889 $2.2M
Laraway Financial Advisors Inc 1.67% Add +0.1% 9,880 $2.2M
McCarter Private Wealth Services LLC 1.37% Add +11.2% 9,872 $2.2M
Hilltop National Bank 0.65% Reduce -4.3% 9,864 $2.2M
Mandatum Life Insurance Co Ltd 0.64% Reduce -4.8% 9,856 $2.2M
IFG Advisors, LLC 0.43% Add +22.4% 9,840 $2.2M
Ogorek Anthony Joseph /NY/ 0.69% Add +1.2% 9,818 $2.2M
Liberty Square Wealth Partners LLC 0.79% — 9,415 $2.2M
Rooted Wealth Advisors, Inc. 0.84% Add +8.5% 9,692 $2.2M
Salomon & Ludwin, LLC 0.23% Reduce -3.6% 9,802 $2.2M
Millstone Evans Group, LLC 1.46% — 9,792 $2.1M
Cornerstone Select Advisors, LLC 2.07% — 9,786 $2.1M
Promus Capital, LLC 1.64% — 9,778 $2.1M
Claris Advisors, LLC / Mo / 0.80% Add +27.1% 9,756 $2.1M
Pitti Group Wealth Management, LLC 2.17% Reduce -13.5% 9,751 $2.1M
Guerra Pan Advisors, LLC 1.54% Add +11.2% 9,723 $2.1M
Thoma Capital Management LLC 1.46% — 9,722 $2.1M
Advance Capital Management, Inc. 0.10% Add +0.6% 9,714 $2.1M
Legacy Wealth Management, LLC / MS 0.85% Reduce -24.9% 9,708 $2.1M
Rockbridge Investment Management, LCC 0.27% Add +1.8% 9,694 $2.1M
Rahlfs Capital, LLC 2.10% — 9,680 $2.1M
Cumberland Advisors Inc. 0.85% No change 9,680 $2.1M
Riverview Trust Co 1.94% Add +0.0% 9,670 $2.1M
Napatree Capital LLC 1.25% Add +23.8% 9,669 $2.1M
Bryant Woods Investment Advisors, LLC 1.03% Reduce -4.5% 9,667 $2.1M
Aspire Growth Partners LLC 2.08% — 9,651 $2.1M
Noesis Capital Mangement Corp. 0.40% Add +2.2% 9,666 $2.1M
Financial Advisors, LLC 0.41% Add +1.3% 9,663 $2.1M
Eisler Capital Management Ltd. 0.07% — 9,614 $2.1M
Trilogy Capital Inc. 0.11% Add +5.3% 9,642 $2.1M
Abound Wealth Management 0.68% Add +4.5% 9,618 $2.1M
GEM Asset Management, LLC 1.18% Add +2.3% 9,607 $2.1M
Eclectic Associates Inc. 0.62% Add +50.6% 9,598 $2.1M
Cable Hill Partners, LLC 0.21% Add +0.5% 9,588 $2.1M
Paladin Advisory Group, LLC 1.61% No change 9,571 $2.1M
Retirement Guys Formula LLC 1.06% Reduce -1.4% 9,565 $2.1M
City National Bank of Florida 1.91% — 9,560 $2.1M
Indie Asset Partners, LLC 1.65% Reduce -0.4% 9,556 $2.1M
Alpha Zero LLC 1.60% — 9,537 $2.1M
Rise Advisors, LLC 1.01% Add +0.0% 9,536 $2.1M
Vantage Point Financial LLC 1.13% — 9,527 $2.1M
Creekside Partners 1.08% Reduce -1.0% 9,527 $2.1M
Mainsail Asset Management, LLC 1.46% Add +2.4% 9,522 $2.1M
Cottonwood Capital Advisors, LLC 1.50% Add +11.8% 9,520 $2.1M
a16z Perennial Management, L.P. 0.24% No change 9,520 $2.1M
BostonPremier Wealth LLC 1.27% — 9,515 $2.1M
Matthew Goff Investment Advisor, LLC 0.39% Add +1.6% 9,505 $2.1M
Birchcreek Wealth Management, LLC 1.31% Add +2.2% 9,496 $2.1M
Gen-Wealth Partners Inc 0.89% Reduce -1.0% 9,480 $2.1M
Atlanta Consulting Group Advisors, LLC 0.77% Reduce -56.9% 9,462 $2.1M
McLean Asset Management Corp 0.62% Reduce -2.4% 9,460 $2.1M
Marble Harbor Investment Counsel, LLC 0.23% Reduce -2.1% 9,450 $2.1M
Select Asset Management & Trust 0.80% No change 9,448 $2.1M
WMG Financial Advisors, LLC 0.89% Add +6.0% 9,448 $2.1M
Gill Capital Partners, LLC 0.74% Add +5.7% 9,439 $2.1M
Winebrenner Capital Management LLC 1.59% — 9,415 $2.1M
JFG Wealth Management, LLC 0.47% Add +60.7% 9,415 $2.1M
Guardian Partners Inc. 0.21% — 9,273 $2.1M
Promethium Advisors,llc 1.41% Add +4.0% 9,382 $2.1M
Berkshire Money Management, Inc. 0.22% New 9,367 $2.1M
Prentice Wealth Management LLC 0.59% Reduce -1.1% 9,358 $2.1M
Gradient Capital Advisors, LLC 0.66% Reduce -0.7% 9,354 $2.1M
AXS Investments LLC 0.57% Reduce -42.8% 9,341 $2.0M
Serenus Wealth Advisors, LLC 0.36% — 50,156 $2.0M
Azzad Asset Management Inc. 0.39% Reduce -2.2% 9,330 $2.0M
Balefire, LLC 0.70% Add +30.2% 9,291 $2.0M
Eagle Bay Advisors LLC 1.29% Reduce -47.3% 9,323 $2.0M
Motive Wealth Advisors 1.10% Add +11.7% 9,323 $2.0M
AlphaQ Advisors LLC 5.59% Add +2.5% 9,317 $2.0M
Planning Center, Inc. 0.26% No change 9,310 $2.0M
Rowlandmiller & Partners.adv 0.43% Add +1.6% 9,307 $2.0M
Adamsbrown Wealth Consultants LLC 0.70% Reduce -7.2% 9,304 $2.0M
Wells Trecaso Financial Group, LLC 0.67% Reduce -3.5% 9,295 $2.0M
Fca Corp. 0.64% Add +0.8% 9,465 $2.0M
Register Financial Advisors LLC 1.02% Add +2.0% 9,266 $2.0M
Rothschild Wealth LLC 0.59% Add +7.9% 9,248 $2.0M
Neumann Capital Management, LLC 0.67% Add +2.2% 9,240 $2.0M
Fiduciary Financial Group, LLC 0.44% Add +19.5% 9,249 $2.0M
Investment Partners Asset Management, Inc. 1.59% Add +0.1% 9,224 $2.0M
Bill Few Associates, Inc. 0.71% Add +4.1% 9,222 $2.0M
M. Kraus & Co 0.61% Reduce -0.6% 9,218 $2.0M
St. Clair Advisors, LLC 0.58% Reduce -1.1% 9,213 $2.0M
Bullseye Investment Management, LLC 1.41% New 9,175 $2.0M
Magnolia Capital Management Ltd. 1.60% Reduce -5.2% 9,195 $2.0M
BridgePort Financial Solutions, LLC 0.91% — 9,660 $2.0M
Willis Johnson & Associates, Inc. 0.15% Reduce -11.3% 9,190 $2.0M
Private Client Services, LLC 1.08% Add +2.4% 9,186 $2.0M
Columbia River Financial Group, LLC 1.38% — 9,177 $2.0M
Ameliora Wealth Management Ltd. 0.76% Add +46.0% 9,175 $2.0M
Mayport, LLC 0.59% Reduce -0.8% 9,175 $2.0M
Howard Wealth Management, LLC 1.09% Reduce -0.5% 9,142 $2.0M
Quantbot Technologies LP 0.07% Reduce -47.9% 9,139 $2.0M
Gould Capital, LLC 1.39% Reduce -1.5% 9,138 $2.0M
Maripau Wealth Management LLC 1.19% New 9,128 $2.0M
Westshore Wealth, LLC 0.81% No change 9,125 $2.0M
CVFG LLC 1.82% — 9,109 $2.0M
Rakuten Securities, Inc. 0.79% Add +5.7% 9,106 $2.0M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.78% Reduce -0.0% 9,099 $2.0M
Centerpoint Advisors, LLC 0.70% Add +5.1% 9,097 $2.0M
Luts & Greenleigh Group, Inc. 1.97% Reduce -1.2% 9,081 $2.0M
Creative Capital Management Investments LLC 0.83% Reduce -12.8% 9,071 $2.0M
Meridian Wealth Partners, LLC 0.30% Add +8.9% 9,067 $2.0M
Financial Management Professionals, Inc. 0.25% Add +1.3% 9,030 $2.0M
Archvest Wealth Advisors, Inc. 1.43% Add +30.3% 9,006 $2.0M
West Paces Advisors Inc. 0.48% Reduce -2.4% 8,972 $2.0M
Broadway Wealth Solutions, Inc. 1.49% — 8,962 $2.0M
Montis Financial, LLC 0.61% Add +17.1% 8,956 $2.0M
Northwest Quadrant Wealth Management, LLC 0.45% Add +8.0% 8,956 $2.0M
WestHill Financial Advisors, Inc. 0.44% No change 8,944 $2.0M
Verity Asset Management, Inc. 1.11% Reduce -44.4% 9,496 $2.0M
Hidden Cove Wealth Management, LLC 1.59% — 8,939 $2.0M
Genesis Private Wealth, LLC 1.08% — 8,936 $2.0M
Hurley Capital, LLC 1.58% — 8,693 $2.0M
Brady Martz Wealth Solutions, LLC 0.47% — 8,990 $2.0M
Vista Cima Wealth Management LLC 2.03% — 8,910 $2.0M
Hoertkorn Richard Charles 0.80% Reduce -4.3% 8,907 $2.0M
Rezny Wealth Management, Inc. 0.48% Add +1.2% 8,905 $2.0M
Johnson & White Wealth Management, LLC 1.18% Add +3.1% 8,864 $2.0M
Financial Life Planners 1.64% — 8,894 $2.0M
Pasadena Private Wealth, LLC 0.40% Add +8.5% 8,881 $1.9M
MKT Advisors LLC 0.85% Reduce -0.6% 8,611 $1.9M
Dunhill Financial, LLC 0.90% Add +41.0% 8,858 $1.9M
Acorn Creek Capital LLC 1.00% Reduce -3.2% 8,854 $1.9M
Financial & Tax Architects, LLC 0.49% Add +9.2% 8,849 $1.9M
Cadent Capital Advisors, LLC 0.68% Add +286.5% 8,848 $1.9M
Collective Family Office LLC 0.53% Reduce -0.3% 8,847 $1.9M
Tandem Capital Management Corp. 1.04% Add +9.4% 8,843 $1.9M
Purkiss Capital Advisors LLC 1.67% — 8,837 $1.9M
Oxbow Advisors, LLC 0.23% Reduce -4.7% 8,832 $1.9M
Warwick Investment Management, Inc. 0.40% Add +2.9% 8,829 $1.9M
Barbara Oil Co. 0.80% No change 8,800 $1.9M
Stonebridge Financial Group, LLC 0.21% — 8,796 $1.9M
Integrity Financial Corp 1.11% Reduce -14.9% 8,795 $1.9M
Rovin Capital /Ut/ 0.69% Add +8.1% 8,770 $1.9M
Nabity-Jensen Investment Management Inc 1.45% No change 8,769 $1.9M
Summit Financial Strategies, Inc. 0.21% Reduce -1.0% 8,735 $1.9M
Saiph Capital, LLC 0.87% Add +0.3% 153,805 $1.9M
Westport Asset Management Inc. 0.92% No change 8,720 $1.9M
TPG Advisors LLC 1.49% Add +0.4% 8,717 $1.9M
Pacific Sun Financial Corp 1.04% Reduce -0.2% 8,717 $1.9M
Operose Advisors LLC 0.65% Add +9.6% 8,706 $1.9M
NovaPoint Capital, LLC 0.58% Add +6.2% 8,704 $1.9M
Fonville Wealth Management LLC 0.63% Reduce -7.5% 8,701 $1.9M
Madrona Financial Services, LLC 0.52% Reduce -14.4% 8,691 $1.9M
Morling Financial Advisors, LLC 0.66% Add +1.2% 8,676 $1.9M
Intrepid Capital Management Inc. 1.20% Add +1.0% 8,669 $1.9M
TrueMark Investments, LLC 0.61% Reduce -7.6% 8,656 $1.9M
First Business Financial Services, Inc. 0.19% No change 8,654 $1.9M
Opes Wealth Management LLC 0.39% Add +75.8% 8,647 $1.9M
Narus Financial Partners, LLC 0.64% Add +31.7% 8,629 $1.9M
Farnam Financial LLC 1.98% No change 8,618 $1.9M
MBM Wealth Consultants, LLC 0.56% Add +0.6% 8,578 $1.9M
Summit Financial Wealth Advisors, LLC 0.37% Add +12.3% 7,953 $1.9M
Whipplewood Advisors, LLC 1.07% — 8,605 $1.9M
Capital Markets Trading UK LLP 1.11% Reduce -47.3% 8,575 $1.9M
Rainier Family Wealth Inc. 2.27% — 8,556 $1.9M
G2 Capital Management, LLC / Oh 0.55% No change 8,555 $1.9M
Richardson Financial Services Inc. 1.32% Reduce -0.5% 8,481 $1.9M
Eagle Bluffs Wealth Management LLC 1.01% Reduce -5.9% 8,545 $1.9M
Unified Investment Management 2.13% — 8,543 $1.9M
Maridea Wealth Management LLC 0.60% — 8,525 $1.9M
Sovereign Investment Advisors, LLC 0.56% New 8,516 $1.9M
Walker Asset Management, LLC 1.15% Add +2.0% 8,502 $1.9M
Austin Asset Management Co Inc 0.39% Add +16.8% 8,502 $1.9M
Gruss & Co., LLC 7.96% Add +466.7% 8,500 $1.9M
First Financial Group Corp 2.06% — 8,499 $1.9M
Matrix Private Capital Group LLC 1.06% Add +1.6% 8,490 $1.9M
Milestone Asset Management Group, LLC 1.66% — 8,478 $1.9M
Beirne Wealth Consulting Services, LLC 0.67% No change 8,476 $1.9M
Uniting Wealth Partners, LLC 0.90% — 8,471 $1.9M
Apeiron RIA LLC 0.52% Add +4.9% 8,466 $1.9M
Cherrydale Wealth Management, LLC 0.72% Add +12.8% 8,451 $1.9M
Edmp, Inc. 1.76% Reduce -0.8% 8,450 $1.9M
Lake Hills Wealth Management, LLC 1.27% Reduce -0.3% 8,442 $1.9M
Demars Financial Group, LLC 0.81% Add +0.5% 8,436 $1.9M
Cornerstone National Bank & Trust Co 0.85% Add +0.7% 8,417 $1.8M
Capstone Wealth Management Group LLC 1.40% — 8,412 $1.8M
Revisor Wealth Management LLC 1.70% Reduce -28.7% 8,398 $1.8M
Unique Wealth, LLC 0.38% Add +29.0% 8,397 $1.8M
Campbell Wealth Management 0.17% Add +153.8% 8,389 $1.8M
Peoples Bank 1.08% Reduce -24.0% 8,373 $1.8M
Sherman Asset Management, Inc. 1.68% — 8,370 $1.8M
Keynote Financial Services LLC 1.42% Add +0.7% 8,368 $1.8M
KFA Private Wealth Group, LLC 0.77% Add +11.4% 8,357 $1.8M
Enzi Wealth 0.70% Add +1.0% 7,782 $1.8M
Capricorn Fund Managers Ltd 0.81% Reduce -62.0% 8,261 $1.8M
Massachusetts Wealth Management 1.13% Add +4.4% 8,330 $1.8M
Renasant Bank 1.18% Add +0.9% 8,319 $1.8M
Sunburst Financial Group, LLC 0.45% Reduce -0.1% 8,316 $1.8M
TrueWealth Advisors, LLC 0.61% Add +10.0% 8,316 $1.8M
Farmers National Bank 0.53% — 8,314 $1.8M
Integral Investment Advisors, Inc. 0.59% No change 8,301 $1.8M
Balentine LLC 0.07% Reduce -71.4% 8,296 $1.8M
WPG Advisers, LLC 1.69% — 8,286 $1.8M
Camelot Portfolios, LLC 1.96% No change 8,273 $1.8M
Van Strum & Towne Inc. 0.64% Add +23.9% 8,263 $1.8M
Cannon Wealth Management Services, LLC 1.56% Add +0.8% 7,627 $1.8M
Incline Global Management LLC 1.37% Reduce -76.2% 8,250 $1.8M
Permanens Capital L.P. 0.35% No change 8,237 $1.8M
Spectrum Wealth Advisory Group, LLC 0.85% Add +60.7% 8,231 $1.8M
RFP Financial Group LLC 0.70% Reduce -5.0% 8,206 $1.8M
Rogco, LP 0.73% Reduce -0.1% 8,205 $1.8M
Davies Financial Advisors, Inc. 1.53% Reduce -11.4% 8,191 $1.8M
Cohen & Steers, Inc. 0.00% Add +5.3% 8,190 $1.8M
Sutton Place Investors LLC 1.04% Add +11.2% 8,190 $1.8M
Wayfinding Financial, LLC 0.96% New 8,179 $1.8M
New Capital Management LP 0.52% Add +0.0% 8,173 $1.8M
Spectrum Planning & Advisory Services Inc. 1.56% Add +2.0% 8,172 $1.8M
EPIQ Capital Group, LLC 0.47% No change 8,171 $1.8M
Haven Capital Group, Inc. 1.68% — 8,158 $1.8M
Presidio Capital Management, LLC 0.96% Add +1.1% 8,158 $1.8M
Coordinated Financial Services, Inc. 1.42% — 8,150 $1.8M
Kapstone Financial Advisors LLC 0.95% Reduce -6.6% 7,529 $1.8M
Summa Corp. 0.87% Reduce -10.5% 8,112 $1.8M
Invenio Wealth Partners LLC 0.75% Reduce -1.2% 8,109 $1.8M
Financial Advisors Network, Inc. 0.30% — 8,100 $1.8M
TriaGen Wealth Management LLC 0.60% Add +0.8% 8,100 $1.8M
Kintra Wealth, LLC 1.24% Add +8.1% 8,089 $1.8M
NCM Capital Management, LLC 0.80% Add +6.5% 8,084 $1.8M
Aletheian Wealth Advisors LLC 1.05% Add +8.3% 8,070 $1.8M
American Capital Advisory, LLC 0.98% No change 8,055 $1.8M
Avondale Wealth Management 1.13% Add +2.7% 8,055 $1.8M
Investors Research Corp 0.39% Reduce -3.3% 8,033 $1.8M
Ellenbecker Investment Group 0.32% Reduce -1.8% 8,033 $1.8M
Legend Financial Advisors, Inc. 1.24% Add +3.2% 8,029 $1.8M
Altiora Financial Group, LLC 0.38% No change 8,024 $1.8M
Truvestments Capital LLC 0.45% Add +7.9% 8,023 $1.8M
Madison Park Capital Advisors, LLC 1.40% Reduce -11.2% 8,021 $1.8M
Potentia Wealth 0.78% — 8,014 $1.8M
Silverlake Wealth Management LLC 0.68% Add +7.2% 8,012 $1.8M
Krane Funds Advisors LLC 0.07% Add +13.6% 8,008 $1.8M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.21% Add +448.5% 7,992 $1.8M
Palouse Capital Management, Inc. 1.17% Add +25.7% 7,986 $1.8M
Trueblood Wealth Management, LLC 0.86% Add +37.2% 7,983 $1.8M
Hickory Asset Management, Inc. 1.49% — 7,979 $1.8M
Old Port Advisors 0.50% Add +2.2% 7,945 $1.7M
Wealth Advisors of Iowa, LLC 0.88% Add +0.5% 7,944 $1.7M
Port Capital LLC 0.08% Reduce -1.8% 7,940 $1.7M
WFA Asset Management Corp 0.94% Reduce -5.3% 7,920 $1.7M
Courage Miller Partners, LLC 0.59% No change 7,895 $1.7M
Orca Investment Management, LLC 1.63% Reduce -2.4% 7,876 $1.7M
Catalyst Private Wealth, LLC 0.77% No change 7,865 $1.7M
Optima Capital LLC 1.19% — 7,854 $1.7M
Private Capital Management, LLC 0.18% No change 7,853 $1.7M
Whelan Financial 0.68% Add +25.1% 7,851 $1.7M
Inlet Private Wealth, LLC 0.46% No change 7,849 $1.7M
Great Waters Wealth Management 0.22% Add +5.8% 7,800 $1.7M
Trevian Wealth Management LLC 1.26% Reduce -1.0% 7,794 $1.7M
Reyes Financial Architecture, Inc. 1.34% — 7,794 $1.7M
Plotkin Financial Advisors, LLC 1.01% Add +0.2% 7,786 $1.7M
Paul R. Ried Financial Group, LLC 1.20% — 7,775 $1.7M
Sterling Financial Group, Inc. 0.63% Reduce -1.0% 7,773 $1.7M
Robinswood Financial LLC 0.64% Reduce -2.4% 7,763 $1.7M
Gibson Capital, LLC 0.35% Add +128.6% 7,751 $1.7M
Murphy & Mullick Capital Management Corp 1.57% — 7,745 $1.7M
Ridgecrest Wealth Partners, LLC 0.92% Reduce -1.2% 7,726 $1.7M
Conrad Siegel Investment Advisors, Inc. 0.46% Add +1.3% 7,711 $1.7M
Meriwether Wealth & Planning, LLC 1.20% — 7,705 $1.7M
Pingora Partners LLC 1.11% Add +5.9% 7,695 $1.7M
Capital Management Associates, Inc 0.63% Reduce -5.5% 7,691 $1.7M
BHK Investment Advisors, LLC 0.63% Reduce -4.6% 7,686 $1.7M
AllSquare Wealth Management LLC 0.97% Add +2.0% 7,685 $1.7M
Kwmg, LLC 0.17% Add +0.5% 7,682 $1.7M
Charter Research & Investment Group, Inc. 1.28% Add +1.3% 7,675 $1.7M
Concorde Asset Management, LLC 0.88% Reduce -3.9% 7,669 $1.7M
Richmond Investment Services, LLC 0.94% — 7,666 $1.7M
Arrowroot Family Office, LLC 0.87% Add +50.8% 7,662 $1.7M
Crumly & Associates Inc. 0.46% Reduce -1.3% 7,635 $1.7M
Client 1ST Advisory Group, LLC 0.64% No change 7,628 $1.7M
Seed Wealth Management, Inc. 1.35% No change 7,620 $1.7M
Kohmann Bosshard Financial Services, LLC 0.20% Add +1.9% 7,616 $1.7M
W Advisors, LLC 1.03% Add +1.6% 7,608 $1.7M
Members Wealth LLC 1.24% — 7,278 $1.7M
Wolf Group Capital Advisors 0.81% No change 12,773 $1.7M
Dogwood Wealth Management LLC 0.88% Add +4.6% 7,589 $1.7M
Perissos Private Wealth Management, LLC 1.24% Add +1.0% 7,576 $1.7M
Wintrust Investments LLC 1.46% Reduce -4.9% 7,576 $1.7M
Alliance Wealth Advisors, LLC 0.95% Add +0.5% 7,575 $1.7M
Guardian Investment Management 1.19% Add +6.5% 7,572 $1.7M
Landaas & Co. /Wi 0.46% Add +1.8% 7,548 $1.7M
Davis Investment Partners, LLC 0.70% Add +11.7% 7,560 $1.7M
Capital A Wealth Management, LLC 2.74% — 7,535 $1.7M
SilverOak Wealth Management LLC 0.36% Reduce -4.6% 7,533 $1.7M
Jackson Thornton Wealth Management, LLC 0.21% Add +148.7% 7,523 $1.7M
Defender Capital, LLC. 0.61% Reduce -0.0% 7,517 $1.6M
VestGen Investment Management 0.45% Add +7.6% 7,502 $1.6M
Autumn Glory Partners, LLC 0.81% Reduce -38.2% 7,501 $1.6M
Strategic Family Wealth Counselors, L.L.C. 0.53% Add +29.9% 7,480 $1.6M
Kellett Wealth Advisors, LLC 1.13% Add +31.1% 7,464 $1.6M
Chiron Capital Management, LLC 1.54% Add +112.9% 7,457 $1.6M
Van Cleef Asset Management,Inc 0.18% Add +0.8% 7,453 $1.6M
Cura Wealth Advisors, LLC 0.72% — 7,451 $1.6M
Philip James Wealth Mangement, LLC 0.22% Reduce -11.0% 7,447 $1.6M
Disciplined Investors, L.L.C. 1.57% — 7,474 $1.6M
Mma Asset Management LLC 0.71% Reduce -41.0% 7,426 $1.6M
William Mack & Associates, Inc. 1.70% — 7,421 $1.6M
EWG Elevate Inc. 0.50% Reduce -0.6% 7,416 $1.6M
Garnet Equity Capital Holdings, Inc. 0.98% No change 7,400 $1.6M
Factor Wealth Management LTD 0.54% — 7,398 $1.6M
Greenspring Advisors, LLC 0.35% Add +15.2% 7,384 $1.6M
Hudock, Inc. 0.28% No change 7,367 $1.6M
Northern Capital Management, Inc. 0.99% Add +0.6% 7,353 $1.6M
Atwood & Palmer Inc. 0.11% Add +0.4% 7,346 $1.6M
Merkkuri Wealth Advisors LLC 1.27% Reduce -0.6% 7,343 $1.6M
Partners Wealth Management, LLC 1.83% — 7,341 $1.6M
Tranquilli Financial Advisor LLC 1.02% Reduce -7.1% 7,339 $1.6M
Evernest Financial Advisors, LLC 0.42% Add +59.3% 7,333 $1.6M
DecisionMap Wealth Management, LLC 1.27% — 7,326 $1.6M
Howard Bailey Securities, LLC 0.60% Add +18.6% 7,324 $1.6M
Total Investment Management Inc. 0.23% Add +0.8% 7,320 $1.6M
Pflug Koory, LLC 0.11% Add +4.2% 7,319 $1.6M
Mascagni Wealth Management, Inc. 1.60% — 8,437 $1.6M
Transcendent Capital Group LLC 0.83% Add +7.3% 7,297 $1.6M
Truepoint, Inc. 0.04% Add +5.0% 7,291 $1.6M
Pachira Investments Inc. 0.98% Add +1.5% 7,228 $1.6M
PCG Wealth Advisors, LLC 0.59% Add +1.5% 7,284 $1.6M
Mosaic Financial Group, LLC 1.14% Reduce -13.0% 7,272 $1.6M
Fullcircle Wealth LLC 0.65% Reduce -17.9% 6,905 $1.6M
Elwood & Goetz Wealth Advisory Group, LLC 0.39% Add +0.0% 7,239 $1.6M
Granite Group Advisors, LLC 1.01% Reduce -0.3% 7,220 $1.6M
BlueStem Wealth Partners, LLC 0.21% — 7,220 $1.6M
Heritage Wealth Management, Inc. 0.53% Add +1.6% 7,207 $1.6M
Saxony Capital Management, LLC 1.39% Reduce -5.9% 7,189 $1.6M
Glass Jacobson Investment Advisors llc 0.52% Reduce -0.0% 7,189 $1.6M
Fortis Advisors, LLC 1.03% Reduce -0.1% 7,185 $1.6M
CWS Financial Advisors, LLC 0.51% Reduce -0.1% 7,150 $1.6M
Beacon Financial Strategies CORP 1.05% No change 7,142 $1.6M
AMJ Financial Wealth Management 0.43% Add +0.2% 7,136 $1.6M
Ceera Investments, LLC 0.54% Reduce -0.6% 7,135 $1.6M
BetterWealth, LLC 0.43% Reduce -0.8% 7,133 $1.6M
Tennessee Valley Asset Management Partners 0.26% Reduce -10.2% 7,120 $1.6M
Portland Investment Counsel Inc. 0.40% No change 7,120 $1.6M
Pathway Financial Advisers, LLC 0.52% Add +1.2% 7,117 $1.6M
Bank & Trust Co 1.31% Reduce -0.8% 7,113 $1.6M
Roof Eidam Maycock Peralta, LLC 0.40% Add +0.9% 7,109 $1.6M
Acorn Wealth Advisors, LLC 0.64% Add +1.1% 7,096 $1.6M
KilterHowling LLC 0.89% Add +4.1% 6,800 $1.6M
Riversedge Advisors, LLC 0.35% Add +18.0% 7,095 $1.6M
Charter Oak Capital Management, LLC 0.14% Add +11.5% 7,093 $1.6M
Whitaker-Myers Wealth Managers, LTD. 0.45% Add +8.9% 7,087 $1.6M
Bluesphere Advisors LLC 0.76% Reduce -0.5% 7,084 $1.6M
Elevation Wealth Partners, LLC 0.66% Add +11.3% 7,074 $1.6M
REDW Wealth LLC 0.54% Reduce -50.6% 7,057 $1.5M
RFG Holdings, Inc. 0.51% Add +8.7% 7,056 $1.5M
Old North State Trust, LLC 0.98% Add +1.8% 7,050 $1.5M
Aspen Wealth Strategies, LLC 0.99% Add +1.3% 7,047 $1.5M
Mountain Capital Investment Advisors Inc. 0.32% Add +1.0% 6,843 $1.5M
Sterling Group Wealth Management, LLC 0.80% Add +3.0% 7,046 $1.5M
Sunbeam Capital Management, LLC 1.43% — 7,044 $1.5M
Yoder Wealth Management, Inc. 0.85% Add +10.0% 7,044 $1.5M
IMZ Advisory Inc 0.70% Reduce -2.9% 7,043 $1.5M
Bannerman Wealth Management Group, LLC 1.28% — 7,040 $1.5M
McNaughton Wealth Management, LLC 0.74% Add +1.6% 7,026 $1.5M
Durante & Waters, LLC 1.27% No change 7,011 $1.5M
Pinnacle Wealth Management Group, Inc. 0.96% Add +3.7% 7,011 $1.5M
Yost Capital Management, LP 1.71% No change 7,010 $1.5M
Atwater Malick LLC 0.52% Add +7.7% 7,009 $1.5M
Strategic Investment Solutions, Inc. 0.51% Add +7.1% 9,618 $1.5M
Freedom Financial Partners LLC 0.74% — 6,995 $1.5M
Ardent Capital Management, Inc. 0.70% Reduce -1.1% 6,994 $1.5M
MN Wealth Advisors, LLC 0.86% Reduce -1.2% 6,982 $1.5M
Global Financial Private Client, LLC 0.57% Reduce -11.4% 6,978 $1.5M
Curran Financial Partners, LLC 0.40% Add +10.6% 6,969 $1.5M
MeadowBrook Investment Advisors LLC 1.38% Reduce -5.0% 6,967 $1.5M
Avion Wealth 0.39% Add +14.7% 6,967 $1.5M
Arcataur Capital Management LLC 0.51% Reduce -0.8% 6,961 $1.5M
Bowman & Co S.C. 0.79% Add +2.0% 6,961 $1.5M
Phillips Financial Management, LLC 0.12% Add +5.7% 6,943 $1.5M
Brio Consultants, LLC 0.24% Add +12.8% 6,931 $1.5M
CJM Wealth Advisers, Ltd. 0.51% Reduce -0.7% 6,929 $1.5M
Planning Directions Inc. 0.88% Add +37.7% 6,928 $1.5M
Semanteon Capital Management, LP 0.81% Add +12.7% 6,918 $1.5M
Sierra Legacy Group 1.40% — 6,917 $1.5M
Smith Shellnut Wilson LLC 0.67% Add +0.6% 6,907 $1.5M
Stonebridge Capital Management Inc. 0.62% No change 6,905 $1.5M
Panoramic Capital Partners, LLC 1.33% — 6,903 $1.5M
Financial Council, LLC 0.78% No change 6,875 $1.5M
Scientech Research LLC 0.43% Reduce -33.8% 6,873 $1.5M
Lionshead Wealth Management, LLC 1.09% — 6,856 $1.5M
Decker Retirement Planning Inc. 0.87% — 6,850 $1.5M
Bolthouse Investments, LLC 1.39% — 6,848 $1.5M
Transce3nd, LLC 0.51% — 6,828 $1.5M
Panoramic Investment Advisors, LLC 0.98% Add +8.6% 6,835 $1.5M
Better Money Decisions, LLC 1.04% Reduce -16.0% 6,822 $1.5M
Permanent Capital Management, LP 0.46% — 6,822 $1.5M
One Plus One Wealth Management, LLC 0.88% Add +35.0% 6,806 $1.5M
Ashford Capital Management Inc. 0.18% No change 6,800 $1.5M
Resolute Advisors LLC 0.30% New 6,796 $1.5M
Global Strategic Investment Solutions, LLC 0.17% Reduce -9.0% 6,795 $1.5M
Arcus Capital Partners, LLC 0.47% Add +21.5% 8,246 $1.5M
Mascoma Wealth Management LLC 0.37% Add +5.7% 6,776 $1.5M
Cassady Schiller Wealth Management, LLC 0.54% Add +12.9% 6,767 $1.5M
Werlinich Asset Management, LLC 0.86% No change 6,700 $1.5M
Rossby Financial, LCC 0.94% — 6,752 $1.5M
Fielder Capital Group LLC 0.46% Add +34.2% 6,736 $1.5M
Cypress Financial Planning LLC 0.54% Add +2.0% 6,729 $1.5M
M.E. Allison & Co., Inc. 1.62% — 6,717 $1.5M
Emerald Mutual Fund Advisers Trust 0.09% Reduce -4.7% 6,701 $1.5M
Guidance Capital, Inc. 0.45% Reduce -1.2% 6,239 $1.5M
Smart Money Group LLC 0.51% Add +2.8% 6,674 $1.5M
Thompson Siegel & Walmsley LLC 0.02% Add +7.7% 6,663 $1.5M
Hamilton Capital, LLC 0.11% Add +2.6% 6,659 $1.5M
Conservest Capital Advisors, Inc. 0.15% Add +0.8% 6,651 $1.5M
Collaborative Wealth Managment Inc. 0.66% Reduce -0.4% 6,646 $1.5M
Petros Family Wealth, LLC 1.57% — 6,611 $1.5M
Legacy Financial Group, Inc. 0.47% Add +6.3% 6,605 $1.4M
Bravias Capital Group, LLC 1.17% — 6,070 $1.4M
Investment Partners, LTD. 0.59% Reduce -1.1% 6,565 $1.4M
Maxele Advisors, LLC 1.37% — 6,559 $1.4M
Coign Capital Advisors LLC 1.32% — 6,551 $1.4M
Fortress Financial Group, LLC 1.42% — 6,512 $1.4M
Mizuho Markets Cayman LP 3.54% Add +43.0% 6,510 $1.4M
Womack Financial LLC 1.27% — 6,510 $1.4M
Vista Investment Partners Ii, LLC 0.84% — 6,510 $1.4M
Murphy, Middleton, Hinkle & Parker, Inc. 0.81% Add +0.9% 6,495 $1.4M
Impact Partnership Wealth, LLC 0.29% Reduce -70.9% 6,490 $1.4M
Lauterbach Financial Advisors, LLC 0.86% No change 6,489 $1.4M
Lifeworks Advisors, LLC 0.26% Add +16.1% 6,487 $1.4M
Ferguson Shapiro LLC 0.53% Add +2.9% 6,480 $1.4M
David J Yvars Group 0.87% Reduce -3.4% 6,468 $1.4M
GHP Investment Advisors, Inc. 0.07% Add +7.0% 6,455 $1.4M
Pine Harbor Wealth Management, LLC 0.57% Reduce -5.3% 6,447 $1.4M
LPWM LLC 0.45% No change 6,444 $1.4M
Hara Capital LLC 0.89% No change 6,440 $1.4M
Veery Capital, LLC 0.54% Add +8.0% 6,440 $1.4M
Hickory Point Bank & Trust 1.25% — 6,435 $1.4M
Seros Financial, LLC 1.27% — 7,301 $1.4M
FSB Premier Wealth Management, Inc. 0.56% Add +4.7% 6,414 $1.4M
Strata Wealth Advisors, LLC 0.44% Add +10.4% 6,407 $1.4M
AG Asset Advisory, LLC 1.40% — 6,403 $1.4M
London Co. of Virginia 0.01% No change 6,400 $1.4M
Tolleson Wealth Management, Inc. 0.29% Add +51.9% 6,396 $1.4M
Mark Sheptoff Financial Planning, LLC 0.75% Add +15.8% 6,376 $1.4M
Stark Wealth Management LLC 1.03% — 6,372 $1.4M
Nova Wealth Management, Inc. 1.21% — 6,368 $1.4M
Centricity Wealth Management, LLC 1.30% — 6,355 $1.4M
Pacific Capital Wealth Advisors, Inc. 0.23% Reduce -1.0% 6,339 $1.4M
CCG Wealth Management, LLC 0.77% Add +3.8% 6,338 $1.4M
WPWealth LLP 0.28% Add +4.4% 6,321 $1.4M
Stevens Capital Partners 0.63% Add +12.1% 6,320 $1.4M
Addison Advisors LLC 0.38% Add +1.2% 6,296 $1.4M
Cambridge Financial Group, LLC 0.59% Add +0.6% 6,287 $1.4M
Aerodigm Wealth, LLC 0.82% Add +4.2% 6,266 $1.4M
Merrion Investment Management Co, LLC 0.96% Reduce -13.8% 6,265 $1.4M
Family Office Research LLC 0.60% — 6,263 $1.4M
Investmark Advisory Group LLC 0.67% Reduce -21.4% 6,252 $1.4M
American State Bank (Iowa) 0.83% Reduce -0.9% 6,249 $1.4M
G&S Capital LLC 0.57% Add +3.3% 6,246 $1.4M
Red Lighthouse Investment Management, LLC 0.54% Add +0.0% 6,236 $1.4M
Waller Financial Planning Group, Inc. 0.34% Reduce -1.7% 6,231 $1.4M
USA Financial Formulas 0.21% New 6,207 $1.4M
Second Half Financial Partners, LLC 0.66% Add +5.6% 6,201 $1.4M
Quartz Partners, LLC 0.83% Reduce -1.3% 6,190 $1.4M
Echo45 Advisors LLC 0.89% Add +7.0% 6,049 $1.4M
Auxier Asset Management LLC 0.21% Add +1.2% 6,165 $1.4M
Vertex Planning Partners, LLC 0.30% Add +4.6% 6,154 $1.4M
Horan Capital Advisors, LLC. 0.45% Reduce -10.6% 6,150 $1.3M
Davidson Trust Co. 0.69% Reduce -0.4% 6,147 $1.3M
PFW Advisors LLC 0.41% — 6,145 $1.3M
Partners in Financial Planning 0.27% No change 6,132 $1.3M
SK Wealth Management, LLC 0.68% No change 6,131 $1.3M
Samalin Investment Counsel, LLC 0.58% Add +7.9% 6,130 $1.3M
Grey Fox Wealth Advisors, LLC 0.37% Add +1.8% 6,117 $1.3M
Integrated Capital Management, LLC 0.71% Add +1.0% 6,116 $1.3M
Virtus Advisers, LLC 0.55% Add +25.9% 6,107 $1.3M
Wittenberg Investment Management, Inc. 0.53% Reduce -48.4% 6,106 $1.3M
Future Financial Wealth Managment LLC 0.98% Reduce -0.4% 6,104 $1.3M
Sage Capital Management, LLC 0.67% Reduce -6.0% 6,087 $1.3M
Retirement Solution LLC 0.35% Reduce -33.5% 6,086 $1.3M
Cravens & Co Advisors, LLC 1.02% Reduce -0.5% 6,085 $1.3M
Capasso Planning Partners LLC 0.53% Reduce -42.8% 6,084 $1.3M
BIP Alliance, LLC 0.56% — 6,083 $1.3M
Seascape Capital Management 0.46% Reduce -0.1% 6,076 $1.3M
Vantage Financial Partners, LLC 0.33% Add +4.2% 6,072 $1.3M
Waterway Wealth Management, LLC 0.59% Add +5.9% 6,069 $1.3M
Leslie Global Wealth, LLC 0.62% Reduce -1.5% 6,064 $1.3M
Towercrest Capital Management 0.21% Add +5.1% 6,025 $1.3M
Cascades Capital Asset Management, LLC 0.72% Reduce -2.5% 6,025 $1.3M
Compass Wealth Management LLC 0.32% Add +1.7% 6,023 $1.3M
Exchange Bank 1.06% Reduce -0.4% 6,019 $1.3M
Chatham Capital Group, Inc. 0.22% Add +0.8% 6,019 $1.3M
Breakwater Investment Management 0.56% No change 6,014 $1.3M
Wilson & Boucher Capital Management, LLC 0.93% Reduce -3.2% 6,010 $1.3M
Weil Company, Inc. 0.46% Add +65.5% 6,009 $1.3M
Sicart Associates LLC 0.47% No change 6,007 $1.3M
Columbia Advisory Partners LLC 1.23% Reduce -8.9% 6,005 $1.3M
Fidelity D & D Bancorp Inc. 0.88% Add +129.2% 6,003 $1.3M
Clio Asset Management LLC 0.97% New 6,000 $1.3M
Cornerstone Planning Group LLC 0.32% Add +29.2% 5,581 $1.3M
Kennon-Green & Company, LLC 1.13% Add +0.5% 5,982 $1.3M
Highland Financial Advisors, LLC 0.45% Add +33.0% 5,971 $1.3M
Wood Tarver Financial Group, LLC 0.44% — 5,969 $1.3M
Donor Advised Charitable Giving, Inc. 0.03% No change 5,960 $1.3M
Rinkey Investments 0.42% Add +5.8% 5,949 $1.3M
4WEALTH Advisors, Inc. 1.33% — 5,926 $1.3M
Alternative Investment Advisors, LLC. 0.68% Reduce -41.7% 5,922 $1.3M
Ridgewood Investments LLC 0.63% Add +0.3% 5,921 $1.3M
Spinnaker Investment Group, LLC 0.31% Reduce -8.4% 5,915 $1.3M
First Western Trust Bank 0.06% Add +1.7% 5,904 $1.3M
Schneider Downs Wealth Management Advisors, LP 0.24% Reduce -2.2% 5,893 $1.3M
Hill Island Financial LLC 0.38% Add +1.6% 5,885 $1.3M
Meredith Wealth Planning 0.57% Add +30.8% 5,880 $1.3M
Centennial Wealth Advisory LLC 0.51% Reduce -2.4% 5,877 $1.3M
Precedent Wealth Partners, LLC 0.42% Reduce -1.9% 5,877 $1.3M
Osborne Partners Capital Management, LLC 0.07% Reduce -17.1% 5,874 $1.3M
Compound Global Advisors, LLC 5.24% — 5,870 $1.3M
One Wealth Map LLC 0.78% Reduce -19.4% 5,943 $1.3M
New Jersey Better Educational Savings Trust 2.47% No change 5,858 $1.3M
Berry Wealth Group, LP 0.93% Add +1.3% 5,856 $1.3M
Corrigan Financial, Inc. 0.29% Add +0.6% 5,856 $1.3M
Defined Financial Planning LLC 1.37% — 5,854 $1.3M
Heck Capital Advisors, LLC 0.15% Reduce -0.6% 5,853 $1.3M
Tandem Wealth Advisors LLC 0.65% Add +4.5% 5,846 $1.3M
Kiely Wealth Advisory Group, Inc. 0.82% No change 5,500 $1.3M
Mendel Capital Management LLC 0.77% Add +2.7% 5,820 $1.3M
Adapt Wealth Advisors, LLC 0.63% Add +2.5% 5,819 $1.3M
Navis Wealth Advisors, LLC 1.39% Reduce -0.1% 5,803 $1.3M
MFA Wealth Services 1.02% — 5,798 $1.3M
Blalock Williams, LLC 1.48% — 5,796 $1.3M
Beaird Harris Wealth Management, LLC 0.11% Add +43.4% 5,791 $1.3M
Councilor Wealth, LLC 0.60% Add +1.0% 5,783 $1.3M
Horst & Graben Wealth Management LLC 0.23% Add +5.5% 5,779 $1.3M
LVM Capital Management Ltd. 0.14% Add +16.4% 5,776 $1.3M
Dagco, Inc. 0.42% Add +36.8% 5,774 $1.3M
Matauro, LLC 0.27% — 5,768 $1.3M
Stelac Advisory Services LLC 0.49% Add +3.8% 5,756 $1.3M
C M Bidwell & Associates Ltd. 0.77% Reduce -2.5% 5,753 $1.3M
Arbor Trust Wealth Advisors, LLC 0.59% Add +4.3% 5,728 $1.3M
ArrowMark Colorado Holdings LLC 0.02% Reduce -29.4% 5,725 $1.3M
Leisure Capital Management 0.49% Add +1.4% 5,709 $1.3M
Foguth Wealth Management, LLC. 0.33% Add +27.7% 5,326 $1.3M
Wagner Wealth Management, LLC 0.32% Add +5.8% 5,700 $1.3M
Robinson Smith Wealth Advisors LLC 1.06% Reduce -16.4% 5,697 $1.2M
Mayfair Advisory Group, LLC 0.74% Add +13.4% 5,697 $1.2M
CMT Capital Markets Trading GmbH 0.74% Reduce -77.4% 5,694 $1.2M
Beddow Capital Management Inc. 0.53% No change 5,685 $1.2M
Peak Financial Management, Inc. 0.37% Add +15.7% 5,681 $1.2M
Copia Wealth Management 1.18% — 5,668 $1.2M
Redwood Wealth Management Group, LLC 0.61% Add +2.6% 5,668 $1.2M
First Financial Corp. 0.58% Add +0.7% 5,666 $1.2M
Blue Bell Private Wealth Management, LLC 0.24% No change 5,661 $1.2M
Obsidian Personal Planning Solutions LLC 0.60% Add +7.4% 5,220 $1.2M
Fortress Financial Solutions, LLC 1.76% — 5,639 $1.2M
Wealthcare Capital Partners, LLC 0.64% — 5,636 $1.2M
Flagship Wealth Advisors, LLC 0.73% — 5,633 $1.2M
Ninepoint Partners LP 0.20% Reduce -1.1% 5,625 $1.2M
Landing Point Financial Group, LLC 0.94% — 5,388 $1.2M
25 LLC 0.52% Add +13.2% 5,620 $1.2M
Everest Private Wealth 1.09% — 5,616 $1.2M
TKG Advisors, LLC 0.57% Reduce -3.7% 5,245 $1.2M
Biltmore Wealth Management, LLC 0.51% Add +2.0% 5,607 $1.2M
Sentinel Trust Co. Lba 0.14% Add +12.1% 5,607 $1.2M
Braun-Bostich & Associates Inc. 0.88% Add +0.6% 5,592 $1.2M
Financiere des Professionnels - Fonds d'investissement inc. 0.09% Reduce -19.3% 5,587 $1.2M
Summit Wealth Group, LLC 0.35% Reduce -1.3% 5,573 $1.2M
Prevail Innovative Wealth Advisors, LLC 0.35% Reduce -82.7% 5,573 $1.2M
Market Street Wealth Management Advisors LLC 0.20% Add +19.8% 5,565 $1.2M
Synergy Investment Management, LLC 0.52% — 5,562 $1.2M
Significant Wealth Partners LLC 0.63% Add +46.7% 5,561 $1.2M
Dividend Assets Capital, LLC 0.24% Add +8.0% 5,550 $1.2M
Taylor Financial Group, Inc. 0.84% No change 5,545 $1.2M
Midwest Financial Group LLC 0.70% Add +1.8% 5,529 $1.2M
Northwest Bancshares, Inc. 0.22% No change 5,529 $1.2M
Instrumental Wealth, LLC 1.14% Add +5.9% 5,586 $1.2M
First International Bank & Trust 0.39% Reduce -5.1% 5,511 $1.2M
J. Goldman & Co LP 0.04% Reduce -93.3% 5,500 $1.2M
Pettinga Financial Advisors LLC 0.27% Reduce -0.4% 5,490 $1.2M
Powers Advisory Group, LLC 0.60% No change 5,487 $1.2M
RHS Financial, LLC 0.62% Reduce -4.6% 5,485 $1.2M
Haven Private, LLC 0.67% — 5,484 $1.2M
Muirfield Wealth Advisors LLC 0.99% Reduce -3.7% 5,481 $1.2M
Regimen Wealth, LLC 0.39% Reduce -0.9% 5,480 $1.2M
Valtinson Bruner Financial Planning LLC 0.42% Reduce -0.6% 5,468 $1.2M
Integrity Wealth Advisors, Inc. 0.88% — 5,466 $1.2M
Cassia Capital Partners, LLC 0.76% Add +31.1% 5,462 $1.2M
Bayshore Asset Management, LLC 0.55% Reduce -1.2% 5,461 $1.2M
Vista Investment Partners LLC 0.37% Add +0.2% 5,452 $1.2M
LifePlan Financial, LLC 1.05% Reduce -10.2% 5,436 $1.2M
B&D White Capital Company, LLC 0.20% Reduce -52.1% 5,428 $1.2M
RBA Wealth Management, LLC 0.45% Reduce -16.7% 5,427 $1.2M
Warner Financial, Inc. 0.51% No change 5,425 $1.2M
Sonoma Private Wealth LLC 1.92% Add +2.8% 5,409 $1.2M
A&I Financial Services, LLC 1.16% — 5,407 $1.2M
BOS Asset Management, LLC 0.43% Reduce -20.6% 5,407 $1.2M
Avant Financial Advisors LLC 1.09% — 5,393 $1.2M
Abacus Wealth Partners, LLC 0.18% Reduce -0.2% 5,373 $1.2M
Breakthru Advisory Services, LLC 1.07% — 5,371 $1.2M
Campbell & CO Investment Adviser LLC 0.09% Reduce -41.7% 5,363 $1.2M
Finward Bancorp 1.02% — 5,362 $1.2M
Tanaka Capital Management Inc. 2.69% Reduce -0.9% 5,354 $1.2M
LongView Asset Management LLC 1.02% — 5,348 $1.2M
Accredited Investor Services, LLC 0.94% — 5,347 $1.2M
Covestor Ltd 0.73% Add +0.0% 5,340 $1.2M
Cranbrook Wealth Management, LLC 0.27% Reduce -7.3% 5,337 $1.2M
Calton & Associates, Inc. 0.52% Reduce -65.1% 5,324 $1.2M
Seldon Capital LP 0.48% No change 5,320 $1.2M
Northern Financial Advisors Inc 0.93% Add +102.9% 5,319 $1.2M
Anchor Pointe Wealth Management, LLC 1.52% — 5,268 $1.2M
Mosley Wealth Management 0.72% Add +8.9% 4,915 $1.2M
Kelly Financial Services LLC 0.42% Reduce -4.1% 5,306 $1.2M
Libra Wealth LLC 0.45% Reduce -24.4% 5,295 $1.2M
RMR Capital Management, LLC 0.86% No change 5,289 $1.2M
Noble Wealth Management PBC 0.81% — 5,289 $1.2M
Vermillion Wealth Management, Inc. 0.59% — 5,281 $1.2M
AIMZ Investment Advisors, LLC 0.40% No change 5,280 $1.2M
Pacific Center for Financial Services 0.30% No change 5,263 $1.2M
REAP Financial Group, LLC 0.29% Reduce -4.6% 5,263 $1.2M
First National Bank & Trust Co. of Newtown 0.24% No change 5,261 $1.2M
Trademark Financial Management, LLC 0.92% Reduce -0.3% 5,257 $1.2M
Meridian Financial Advisors, LLC 0.80% Reduce -11.1% 5,250 $1.2M
Retireful, LLC 0.65% New 5,248 $1.2M
Oregon Pacific Wealth Management, LLC 1.13% — 5,248 $1.2M
Clear Point Advisors Inc. 0.98% Reduce -2.0% 5,244 $1.2M
Grant Street Asset Management, Inc. 0.30% No change 5,241 $1.1M
Signal Tree Financial Partners LLC 1.35% — 5,224 $1.1M
Alkeme Wealth, LLC 0.52% No change 5,223 $1.1M
Wallace Hart LLC 0.91% Reduce -35.5% 5,206 $1.1M
Accredited Wealth Management, LLC 1.00% — 5,199 $1.1M
MBA Advisors LLC 0.58% Reduce -22.6% 5,196 $1.1M
Tillman Hartley LLC 0.33% Reduce -8.9% 5,193 $1.1M
Emergent Wealth Advisors, LLC 0.82% Add +2.1% 5,186 $1.1M
Agate Pass Investment Management, LLC 0.51% No change 5,178 $1.1M
Colorado Capital Management, Inc. 0.55% Reduce -0.6% 5,168 $1.1M
Global Wealth Strategies & Associates 0.35% Add +25.7% 5,164 $1.1M
RVW Wealth, LLC 0.11% Reduce -2.5% 5,163 $1.1M
Sage Private Wealth Group, LLC 0.85% Reduce -1.1% 5,161 $1.1M
Arkos Global Advisors 0.17% Reduce -2.5% 5,158 $1.1M
KRS Capital Management, LLC 0.80% Add +9.1% 5,152 $1.1M
Kondo Wealth Advisors, Inc. 0.57% — 5,147 $1.1M
Quantum Financial Planning Services, Inc. 0.63% — 5,146 $1.1M
Heritage Financial Services, LLC 0.15% Add +2.1% 5,143 $1.1M
Axecap Investments, LLC 0.85% Reduce -0.1% 5,136 $1.1M
Everstar Asset Management, LLC 0.80% Reduce -12.5% 5,130 $1.1M
Paragon Financial Partners, Inc. 0.85% Reduce -37.5% 5,118 $1.1M
Summit Wealth Partners, LLC 0.23% Add +18.8% 5,111 $1.1M
Thompson Davis & Co., Inc. 0.72% Add +4.6% 5,110 $1.1M
Tortoise Investment Management, LLC 0.12% Add +10.4% 5,106 $1.1M
DKM Wealth Management, Inc. 1.06% — 5,101 $1.1M
Portfolio Strategies, Inc. 0.16% Reduce -5.3% 5,093 $1.1M
Deseret Mutual Benefit Administrators 0.55% Add +0.4% 5,088 $1.1M
Westhampton Capital, LLC 0.57% Reduce -10.6% 5,085 $1.1M
J2 Capital Management Inc 1.05% — 5,084 $1.1M
Citadel Investment Advisory, Inc. 0.58% No change 5,072 $1.1M
Tang Capital Management LLC 0.07% Add +335.6% 5,071 $1.1M
Cantor Fitzgerald Investment Advisors L.P. 0.08% Reduce -3.6% 5,070 $1.1M
Ruggaard & Associates LLC 0.49% Reduce -10.5% 5,069 $1.1M
Elser Financial Planning, Inc 0.07% Add +6.0% 5,067 $1.1M
Summit Investment Advisors, Inc. 0.99% — 4,825 $1.1M
TPG Financial Advisors, LLC 0.48% Add +37.1% 5,056 $1.1M
Security National Bank of So Dak 0.62% Add +15.0% 5,054 $1.1M
Alhambra Investment Management LLC 0.57% No change 5,054 $1.1M
Blossom Wealth Management 2.13% Add +4.2% 5,042 $1.1M
Lummis Asset Management, LP 1.40% No change 5,041 $1.1M
Kelly Financial Group LLC 0.39% — 5,040 $1.1M
Augustine Asset Management Inc. 0.29% Add +10.3% 5,031 $1.1M
Holos Integrated Wealth LLC 0.75% — 5,010 $1.1M
Heritage Wealth Management, Inc. 0.94% Reduce -3.5% 5,009 $1.1M
44 Wealth Management LLC 0.42% Add +0.4% 5,001 $1.1M
Bramshill Investments, LLC 0.17% No change 5,000 $1.1M
HBC Financial Services, PLLC 0.67% Add +8.6% 4,953 $1.1M
Burkett Financial Services, LLC 0.45% Add +4.2% 4,993 $1.1M
Seneca House Advisors 0.44% Add +56.9% 4,990 $1.1M
Wade Financial Advisory, Inc 0.37% No change 4,988 $1.1M
Prentiss Smith & Co. Inc. 0.72% No change 4,986 $1.1M
Bright Financial Advisors, Inc. 0.68% Reduce -24.2% 4,962 $1.1M
Cambridge Advisors Inc. 0.24% Add +4.2% 4,951 $1.1M
Chartist Inc. 0.56% Reduce -1.5% 4,949 $1.1M
Chung Wu Investment Group, LLC 1.09% — 4,946 $1.1M
Precision Wealth Strategies, LLC 0.84% Add +44.1% 4,937 $1.1M
Tower Wealth Partners, Inc. 0.56% Add +5.4% 4,910 $1.1M
USAdvisors Wealth Management, LLC 0.35% Reduce -2.5% 4,901 $1.1M
Waddell & Associates, LLC 0.11% Reduce -0.9% 4,897 $1.1M
OneAscent Wealth Management LLC 0.44% Reduce -21.3% 4,893 $1.1M
Councilmark Asset Management, LLC 0.72% Add +0.2% 4,880 $1.1M
Eagle Ridge Investment Management 0.09% Add +2.2% 4,874 $1.1M
Wick Capital Partners, LLC 0.31% Add +8.5% 4,867 $1.1M
Element Wealth, LLC 0.56% Add +0.7% 4,866 $1.1M
Burk Holdings LLC 0.86% — 4,865 $1.1M
Sig Brokerage, LP 0.50% — 4,865 $1.1M
Goepper Burkhardt LLC 0.43% No change 4,861 $1.1M
Tableaux LLC 0.88% — 4,856 $1.1M
Droms Strauss Advisors Inc. /Mo/ 0.35% Reduce -4.8% 4,844 $1.1M
Pps&v Asset Management Consultants, Inc. 0.72% Add +0.2% 4,842 $1.1M
Crescent Sterling, Ltd. 1.09% Add +46.6% 4,840 $1.1M
Commonwealth Retirement Investments LLC 0.44% Reduce -16.0% 4,830 $1.1M
Colton Groome Financial Advisors, LLC 0.41% Add +11.3% 4,830 $1.1M
Refined Wealth Management 0.81% No change 4,829 $1.1M
Caerus Investment Advisors, LLC 0.99% Reduce -0.8% 4,816 $1.1M
STAR Financial Bank 0.76% Reduce -35.8% 4,816 $1.1M
New Vernon Investment Management LLC 1.39% No change 4,809 $1.1M
Southern Capital Advisors, LLC 0.58% Add +2.7% 4,809 $1.1M
Orion Investment Co 0.42% Add +9.1% 4,805 $1.1M
DecisionPoint Financial, LLC 0.32% Add +36.6% 4,802 $1.1M
Vaughan David Investments LLC 0.02% No change 4,790 $1.1M
MPWM Advisory Solutions, LLC 0.77% — 4,790 $1.1M
Smith Thornton Advisors LLC 0.66% Reduce -8.0% 4,789 $1.1M
Parker Financial LLC 0.52% Reduce -2.0% 4,783 $1.0M
Selective Wealth Management, Inc. 0.43% Reduce -2.5% 4,819 $1.0M
Shared Vision Wealth Group LLC 0.55% Reduce -7.7% 4,770 $1.0M
Tudor Financial Inc. 0.61% Add +23.0% 4,753 $1.0M
Bridgewealth Advisory Group, LLC 0.29% Add +15.4% 4,524 $1.0M
Luken Investment Analytics, LLC 0.48% Add +8.0% 4,750 $1.0M
Natural Investments, LLC 0.29% — 4,752 $1.0M
Winslow Asset Management Inc. 0.21% No change 4,745 $1.0M
Rosenberg Matthew Hamilton 0.27% Add +6.2% 4,743 $1.0M
Grange Capital, LLC 1.09% — 4,743 $1.0M
Investment Management Corp. /Va/ 0.93% — 4,721 $1.0M
Slagle Financial, LLC 0.47% Reduce -0.1% 4,720 $1.0M
Silverleafe Capital Partners, LLC 0.33% Add +1.5% 4,715 $1.0M
Novak & Powell Financial Services, Inc. 0.62% Add +0.1% 4,714 $1.0M
5T Wealth, LLC 0.57% — 4,712 $1.0M
Horizon Family Wealth, Inc. 0.69% Add +444.8% 4,702 $1.0M
Cabot Wealth Management Inc. 0.13% Reduce -4.1% 4,697 $1.0M
Absolute Gestao de Investimentos Ltda. 0.44% Reduce -86.6% 4,681 $1.0M
Lowery Thomas, LLC 0.67% Add +80.7% 4,680 $1.0M
Ballew Advisors, Inc 0.65% Add +5.4% 4,697 $1.0M
Allegiance Financial Group Advisory Services LLC 0.33% Add +24.3% 4,669 $1.0M
ForthRight Wealth Management, LLC 0.34% Reduce -2.5% 4,667 $1.0M
Legacy Capital Group California, Inc. 0.31% Reduce -55.3% 4,667 $1.0M
GG Group Ventures, LLC 1.35% Add +6.0% 4,664 $1.0M
Kilter Group LLC 0.67% — 4,660 $1.0M
Kearns & Associates LLC 0.66% No change 4,660 $1.0M
Talisman Wealth Advisors LLC 1.08% Add +1.1% 4,647 $1.0M
Earnest Partners LLC 0.00% Reduce -0.7% 4,646 $1.0M
Carson Advisory Inc. 0.71% Reduce -29.7% 4,641 $1.0M
KDT Advisors, LLC 1.49% — 4,630 $1.0M
Visionary Horizons, LLC 0.66% Add +6.0% 4,618 $1.0M
Lathrop Investment Management Co. 0.19% Reduce -4.2% 4,615 $1.0M
Red Tortoise LLC 0.53% Add +0.2% 4,606 $1.0M
Valued Retirements, Inc. 1.36% No change 4,605 $1.0M
American Financial & Tax Strategies Inc. 0.52% No change 4,598 $1.0M
Wealthgarden F.S. LLC 0.94% Add +0.8% 4,591 $1.0M
Harvest Investment Services, LLC 0.25% Add +17.4% 4,586 $1.0M
Litman Gregory Wealth Management LLC 0.09% Reduce -0.5% 4,585 $1.0M
Optivise Advisory Services LLC 0.54% Add +30.5% 4,550 $1.0M
Crane Advisory, LLC 0.18% Add +10.3% 4,459 $1000K
1 North Wealth Services LLC 0.42% — 4,556 $1000K
Barnes Wealth Management Group, Inc 0.67% — 4,553 $999K
Horizon Bancorp Inc. 0.47% Add +4.0% 4,541 $996K
Eaton-Cambridge Inc. 0.44% Add +1.1% 4,533 $994K
Axis Wealth Partners, LLC 0.84% — 4,523 $992K
Humankind Investments LLC 0.25% Reduce -8.6% 4,518 $991K
BCGM Wealth Management, LLC 0.31% Add +9.8% 4,512 $990K
Lombard Odier Asset Management (USA) Corp 0.43% New 4,500 $987K
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3.27% No change 4,500 $986K
Townsend & Associates, Inc 0.10% Reduce -2.6% 4,275 $986K
Plan A Wealth LLC 0.90% — 4,484 $984K
OLIO Financial Planning 0.35% Reduce -7.0% 4,481 $983K
S.A. Mason LLC 0.52% Add +9.3% 4,469 $980K
Clarus Wealth Advisors 0.49% Reduce -3.1% 4,484 $980K
Smart Portfolios, LLC 1.02% Reduce -2.0% 4,461 $979K
West Bancorporation Inc. 0.64% Add +5.3% 4,461 $979K
Alamar Capital Management, LLC 0.53% No change 4,460 $978K
Vestia Personal Wealth Advisors 0.80% Add +231.5% 4,455 $977K
Pin Oak Investment Advisors Inc. 0.89% No change 5,243 $977K
Chicago Wealth Management, Inc. 0.51% Reduce -17.1% 4,449 $976K
Baker Boyer National Bank 0.34% Reduce -0.4% 4,444 $975K
Financial Guidance Group, Inc. 0.53% Reduce -0.1% 4,435 $973K
Daner Wealth Management, LLC 0.71% — 4,145 $973K
Stevard, LLC 3.63% Add +0.5% 4,429 $972K
Baring Financial LLC 0.86% — 4,412 $968K
Roehl & Yi Investment Advisors, LLC 0.53% — 4,411 $968K
Valtrion Capital Management, LLC 2.06% — 4,407 $967K
Michels Family Financial, LLC 0.88% — 4,387 $963K
Alliance Wealth Management Group 0.26% Add +7.2% 4,379 $961K
Hamilton Point Investment Advisors, LLC 0.17% Add +5.9% 4,378 $960K
Global Wealth Management, LLC 0.61% Add +0.2% 4,370 $959K
Keeley-Teton Advisors, LLC 0.11% Add +29.8% 4,360 $957K
Presilium Private Wealth, LLC 0.22% Add +0.5% 4,357 $956K
High Falls Advisors, Inc 0.22% Reduce -2.2% 4,348 $954K
XY Planning Network, Inc. 0.72% — 4,347 $954K
BankPlus Wealth Management LLC 0.71% — 4,331 $950K
Outlook Wealth Advisors, LLC 0.27% Add +2.5% 4,317 $947K
HT Partners LLC 0.32% Reduce -9.6% 4,312 $946K
Mfa Wealth Advisors, LLC 0.24% Add +5.1% 4,311 $946K
Acima Private Wealth, LLC 0.32% No change 4,303 $944K
Syntax Research, Inc. 0.68% No change 4,300 $943K
Founders Grove Wealth Partners, LLC 0.27% — 4,299 $943K
Aberdeen Wealth Management LLC 0.65% Reduce -20.7% 4,295 $942K
True Freedom Investing, LLC 0.41% — 4,294 $942K
Lockerman Financial Group, Inc. 1.60% Reduce -0.8% 4,291 $941K
Pineridge Advisors LLC 0.36% Add +50.8% 4,291 $941K
Tevis Investment Management 0.70% Add +2.5% 4,281 $939K
Roble, Belko & Company, Inc 0.15% Add +23.2% 4,276 $938K
Chesapeake Asset Management LLC 0.87% Reduce -49.8% 4,275 $938K
Palisade Asset Management, LLC 0.10% Reduce -0.0% 4,271 $937K
Element Pointe Advisors, LLC 0.22% No change 4,270 $937K
Olde Wealth Management, LLC 0.33% Reduce -1.2% 4,267 $936K
Napa Wealth Management 0.40% Reduce -55.4% 4,266 $936K
Kitching Partners, LLC 1.20% Add +17.4% 4,264 $935K
Tenon Financial LLC 0.61% Reduce -4.9% 4,245 $935K
Carmel Capital Partners, LLC 0.38% Reduce -1.9% 4,245 $931K
Single Point Partners, LLC 0.21% Reduce -0.3% 4,237 $930K
Boyce & Associates Wealth Consulting, Inc. 0.94% Reduce -0.5% 4,237 $930K
Thompson Investment Management, Inc. 0.13% Add +15.9% 4,225 $927K
Shulman DeMeo Asset Management LLC 0.25% Reduce -2.5% 4,195 $920K
LifePlan Investment Advisors, Inc. 0.57% Add +7.0% 4,178 $917K
CogentBlue Wealth Advisors, LLC 0.81% — 4,167 $914K
Endeavor Private Wealth, Inc. 0.87% — 4,160 $913K
Stewardship Advisors, LLC 0.25% Add +14.4% 4,154 $911K
TT Capital Management LLC 0.73% — 4,131 $911K
Sierra Ocean, LLC 0.74% — 4,152 $911K
Marest Capital, LLC 0.73% Add +61.6% 4,136 $907K
Meridian Investment Counsel Inc. 0.27% No change 4,131 $906K
Gould Asset Management LLC 0.19% No change 4,131 $906K
Manuka Financial, LLC 0.61% — 4,123 $905K
Arlington Capital Management, Inc. 0.63% No change 4,120 $904K
Legacy Investment Solutions, LLC 0.59% Reduce -19.2% 3,941 $903K
Legacy Wealth Managment, LLC 0.59% Reduce -19.2% 3,941 $903K
BlueChip Wealth Advisors LLC 0.50% Reduce -38.3% 4,109 $901K
Atlas Wealth Partners, LLC 1.14% Reduce -1.6% 4,105 $901K
Copley Financial Group, Inc. 0.69% Add +8.3% 4,099 $899K
Beacon Bridge Wealth Partners, LLC 0.38% Reduce -6.8% 4,095 $898K
CM Wealth Advisors LLC 0.29% Add +60.8% 4,086 $896K
Joule Financial, LLC 0.32% Reduce -0.9% 4,076 $894K
Hamel Associates, Inc. 0.29% Reduce -1.2% 4,045 $887K
Maiden Cove Capital, LLC 1.36% Add +4.4% 4,044 $887K
Dodds Wealth, LLC 0.29% No change 3,774 $887K
Milestone Asset Management, LLC 0.20% Reduce -5.2% 4,029 $884K
Painted Porch Advisors LLC 0.44% Add +22.3% 4,025 $883K
Vista Finance, LLC 0.90% Reduce -2.2% 4,010 $880K
FSC Wealth Advisors, LLC 0.57% Reduce -1.5% 4,008 $879K
HTG Investment Advisors, Inc. 0.40% Reduce -2.3% 4,008 $879K
FMB Wealth Management 0.49% Reduce -2.5% 4,007 $879K
Jordan Park Group LLC 0.06% Add +15.1% 4,004 $878K
Flavin Financial Services, Inc. 0.83% — 4,000 $878K
Quest 10 Wealth Builders, Inc. 0.87% — 3,992 $876K
Jackson Creek Investment Advisors LLC 0.26% Add +5.6% 3,983 $874K
Peconic Partners LLC 0.04% No change 3,980 $873K
Grant/GrossMendelsohn, LLC 0.46% Add +10.0% 3,977 $873K
Continental Investors Services, Inc. 1.72% Add +3.2% 3,963 $869K
jvl associates llc 0.33% Add +1.8% 3,958 $868K
Compass Advisory Group LLC 0.31% No change 3,957 $868K
Lavaca Capital LLC 0.38% No change 3,950 $867K
Brogan Financial, Inc. 0.42% Add +5.3% 3,943 $865K
Boit C F David 0.43% No change 3,940 $864K
Cyr Financial Inc. 0.79% Reduce -8.6% 3,938 $864K
Running Point Capital Advisors, LLC 0.30% Add +27.0% 3,932 $863K
Bestgate Wealth Advisors, LLC 1.73% — 3,929 $862K
Code Waechter LLC 0.75% Reduce -2.3% 3,928 $862K
Sageworth Trust Co 0.05% Add +2.6% 3,916 $859K
Capital Planning LLC 0.22% Add +72.1% 3,902 $856K
Scott Capital Advisors, LLC 0.25% No change 3,917 $856K
Human Investing LLC 0.15% Reduce -2.0% 3,897 $855K
Pension & Wealth Management Advisors, Inc. 0.34% Add +24.2% 3,879 $851K
PrairieView Partners, LLC 0.09% Add +0.1% 3,880 $851K
Valley Forge Investment Consultants Inc. Adv 0.29% Add +26.0% 3,878 $851K
Meritas Wealth Management, LLC 0.51% Reduce -2.5% 3,876 $850K
Capula Management Ltd 0.01% Reduce -99.5% 3,874 $850K
Bank Ozk 0.35% Reduce -8.9% 3,873 $850K
Fairman Group, LLC 0.70% Reduce -0.8% 3,872 $849K
Lokken Investment Group LLC 0.37% Add +1.5% 3,866 $848K
Future You Wealth LLC 0.60% — 3,861 $847K
Sebold Capital Management, Inc. 0.57% Reduce -6.3% 3,850 $845K
Virtus Investment Advisers, LLC 0.68% Add +9.1% 3,839 $842K
Veridan Wealth LLC 0.39% — 3,545 $842K
Shira Ridge Wealth Management 0.41% Add +8.1% 3,836 $842K
Kooman & Associates 0.30% Add +2.2% 3,832 $841K
Lane & Associates LLC 0.43% Reduce -7.6% 3,536 $840K
Hoge Financial Services, LLC 0.61% Add +56.6% 3,820 $838K
Pinnacle Financial Group, LLC / IL 0.33% Add +26.5% 3,818 $838K
KFG Wealth Management, LLC 0.16% Reduce -19.3% 3,815 $837K
Smith & Howard Wealth Management, LLC 0.24% Add +3.0% 3,814 $837K
Brown Wealth Management, LLC 0.30% Add +6.6% 3,805 $835K
Skyline Advisors, Inc. 0.32% Reduce -29.0% 3,798 $833K
WorthPointe, LLC 0.35% Add +4.2% 3,794 $832K
Stone House Investment Management, LLC 0.21% Reduce -37.9% 3,793 $832K
Westfuller Advisors, LLC 0.53% Reduce -1.8% 3,792 $832K
Trinity Financial Advisors LLC 0.32% Add +4.0% 3,773 $831K
Martin Investment Management, LLC 0.23% Add +3.0% 3,787 $831K
Next Level Wealth Planning, LLC 0.65% — 3,787 $831K
Barnes Pettey Financial Advisors, LLC 0.63% No change 3,785 $830K
Tobam 0.25% Add +109.4% 3,782 $830K
CoreFirst Bank & Trust 0.49% No change 3,780 $829K
Edge Financial Advisors LLC 0.74% Add +4.7% 3,773 $828K
DDFG, Inc 0.24% Reduce -0.3% 3,753 $823K
Wealthspan Partners, LLC 0.39% Add +4.4% 3,746 $822K
Hyperion Capital Advisors LP 0.42% No change 3,740 $821K
Christensen, King & Associates Investment Services, Inc. 0.38% Reduce -4.6% 3,575 $819K
Oak Grove Capital LLC 0.16% Reduce -46.1% 3,732 $819K
Wiser Wealth Management, Inc 0.23% Add +20.1% 3,724 $817K
First Pacific Financial 0.19% Reduce -13.0% 3,719 $816K
Paulson Wealth Management Inc. 0.22% Reduce -11.3% 3,718 $816K
Great Point Wealth Advisors, LLC 0.18% No change 3,709 $814K
ODonnell Financial Services, LLC 0.34% Add +4.8% 4,351 $811K
Marathon Mission, Inc. 0.55% Reduce -0.1% 3,685 $808K
Forthright Family Wealth Advisory LLC 0.53% No change 3,685 $808K
Marshall & Sterling Wealth Advisors Inc. 0.56% — 3,675 $806K
Potomac Fund Management Inc. 0.05% — 3,663 $804K
Donald L. Hagan, LLC 0.42% Add +2.4% 3,659 $803K
SC&H Financial Advisors, Inc. 0.17% Add +36.3% 3,654 $802K
Post Resch Tallon Group Inc. 0.78% — 3,635 $801K
Wescott Financial Advisory Group, LLC 0.08% Add +58.0% 3,648 $800K
Cook Wealth, LLC 0.37% Reduce -4.5% 3,395 $799K
Frederick Financial Consultants, LLC 0.64% — 3,641 $799K
Worth Asset Management, LLC 0.43% Add +2.1% 3,638 $798K
Asset Allocation Strategies LLC 0.19% Reduce -0.1% 3,486 $798K
360 Financial, Inc. 0.29% Reduce -2.6% 3,637 $798K
Hurlow Wealth Management Group, Inc. 0.25% Reduce -4.4% 3,634 $797K
McMill Wealth Management 0.32% — 3,632 $797K
Capital Counsel LLC 0.03% Reduce -5.2% 3,628 $796K
Fingerlakes Wealth Management, Inc. 0.64% Reduce -0.1% 3,624 $795K
Compass Financial Group, INC 0.15% Add +3.0% 3,620 $794K
Uhlmann Price Securities, LLC 0.60% Add +7.5% 3,616 $793K
Persium Advisors, LLC 0.78% — 3,616 $793K
Bellwether Advisors, LLC 0.14% Reduce -0.9% 3,613 $793K
Voisard Asset Management Group, Inc. 0.26% Reduce -4.2% 3,611 $792K
Level Financial Advisors 0.29% Add +23.6% 3,607 $791K
Park Capital Management, LLC / WI 0.95% — 3,606 $791K
Seneca Financial Advisors LLC 0.39% Add +0.1% 3,600 $790K
Cherokee Insurance Co 0.36% — 3,600 $790K
Nottingham Advisors, Inc. 0.10% Reduce -6.8% 3,599 $790K
Gibraltar Capital Management, Inc. 0.35% Reduce -5.3% 3,594 $788K
Ledgewood Wealth Advisors, LLC 0.51% Reduce -1.1% 3,594 $788K
Rockport Wealth LLC 0.35% Reduce -96.2% 3,581 $785K
Woodley Farra Manion Portfolio Management Inc. 0.04% Reduce -4.7% 3,572 $784K
Avant Capital LLC 0.65% — 3,568 $783K
Nebula Research & Development LLC 0.09% Reduce -80.8% 3,567 $783K
Smallwood Wealth Investment Management, LLC 0.54% Add +4.4% 3,555 $780K
Wealthcare Capital Management LLC 0.08% Add +0.9% 3,554 $780K
Riverwater Partners LLC 0.38% Add +1.9% 3,548 $778K
Keeler & Nadler Financial Planning & Wealth Management 0.36% Reduce -0.6% 3,540 $777K
Suncoast Equity Management 0.09% Add +11.8% 3,539 $776K
Aquire Wealth Advisors, LLC 0.24% Reduce -9.0% 3,538 $776K
Sterling Manor Financial, LLC 0.54% No change 3,530 $774K
Wetzel Investment Advisors, Inc. 0.39% Add +5.0% 3,530 $774K
Sensible Money, LLC 0.34% Reduce -2.9% 3,526 $774K
AAF Wealth Management, LLC 0.39% Add +17.4% 3,524 $773K
Wheelhouse Advisory Group LLC 0.46% Reduce -3.8% 3,522 $773K
Linden Thomas Advisory Services, LLC 0.10% Add +2.0% 3,515 $771K
FSA Advisors, Inc. 0.94% Add +52.3% 3,510 $770K
Betterment LLC 0.00% Add +99.1% 3,504 $769K
Dark Forest Capital Management LP 0.11% Reduce -83.9% 3,498 $767K
Boyd Wealth Management, LLC 0.38% No change 3,488 $765K
Trillium Asset Management, LLC 0.02% Reduce -1.1% 3,476 $763K
FF Advisors,LLC 0.52% No change 3,350 $762K
Financial Synergies Wealth Advisors, Inc. 0.09% Reduce -4.8% 3,470 $761K
Islay Capital Management, LLC 0.53% No change 3,460 $759K
Greenhouse Wealth Management, LLC 0.50% No change 3,455 $758K
HighMark Wealth Management LLC 0.43% Add +0.5% 3,443 $755K
Wilkins Investment Counsel Inc. 0.11% Add +3.3% 3,433 $753K
1620 Investment Advisors, Inc. 0.58% Add +1.7% 3,430 $752K
New England Capital Financial Advisors LLC 0.37% Add +0.3% 3,429 $752K
tru Independence LLC 0.24% Reduce -6.0% 3,426 $752K
WealthCare Investment Partners, LLC 0.33% Add +8.6% 3,410 $751K
Bell Investment Advisors, Inc 0.14% Add +1.9% 3,422 $751K
CFC Planning Co LLC 0.80% — 3,417 $750K
Momentous Wealth Management, Inc. 0.62% — 3,412 $749K
Heritage Investment Group, Inc. 0.14% Reduce -25.4% 3,409 $748K
Plum Street Advisors, LLC 0.37% Add +3.0% 3,402 $746K
Cahill Wealth Management, LLC 0.38% No change 3,399 $746K
Maltin Wealth Management, Inc. 0.37% Add +36.1% 3,395 $745K
Beck Bode, LLC 0.14% No change 3,394 $745K
Lansing Street Advisors 0.26% Add +27.2% 3,393 $744K
PVG Asset Management Corp. 3.51% New 3,386 $743K
Members Trust Co 0.03% Add +5.1% 3,382 $742K
Sard Wealth Management Group, LLC 0.50% Add +3.1% 3,372 $740K
CarsonAllaria Wealth Management, Ltd. 0.42% Reduce -14.8% 3,367 $739K
Oakwell Private Wealth Management, LLC 0.21% Add +2.4% 3,361 $737K
Gordian Advisors LLC 0.58% Add +2.6% 3,359 $737K
Stephens Investment Management Group LLC 0.01% No change 3,357 $736K
Lord & Richards Wealth Management, LLC 1.55% — 3,351 $735K
RiverGlades Family Offices LLC 0.52% Add +0.8% 3,348 $735K
Sharp Wealth Advisory, LLC 0.56% Add +2.9% 3,340 $733K
Kennicott Capital Management LLC 0.38% No change 3,335 $732K
Founders Capital Management 0.46% Add +0.7% 3,332 $731K
AJ Advisors, LLC 0.38% Add +2.3% 3,330 $731K
Core Wealth Management, Inc. 0.29% No change 3,330 $731K
Praetorian Wealth Management, Inc. 0.18% New 3,328 $730K
Family Firm, Inc. 0.16% Reduce -25.1% 3,326 $730K
Windsor Capital Management, LLC 0.22% Add +16.1% 3,322 $729K
My Personal CFO, LLC 0.37% Reduce -8.3% 3,306 $725K
BXM Wealth LLC 1.02% — 3,305 $725K
First Wilshire Securities Management Inc. 0.20% Reduce -7.5% 3,306 $725K
C2C Wealth Management, LLC 0.67% No change 3,297 $723K
DHJJ Financial Advisors, Ltd. 0.28% No change 3,294 $723K
Lutz Financial Services LLC 0.06% Add +0.6% 3,288 $721K
Israel Discount Bank of New York 0.52% Reduce -1.0% 3,285 $721K
Tucker Asset Management LLC 0.16% Add +13.2% 3,282 $720K
Caldwell Sutter Capital, Inc. 0.33% Add +7.5% 3,276 $719K
FreeGulliver LLC 0.37% Reduce -20.0% 3,267 $717K
Sagace Wealth Management LLC 0.54% Reduce -8.3% 3,263 $716K
Weybosset Research & Management LLC 0.24% Reduce -9.7% 3,256 $714K
Stage Harbor Financial, LLC 0.62% Reduce -8.9% 3,246 $712K
Altus Wealth Management, LLC 0.32% Add +20.1% 3,238 $710K
Front Street Capital Management, Inc. 0.12% Reduce -1.4% 3,226 $710K
IVC Wealth Advisors LLC 0.40% Reduce -22.9% 3,229 $708K
Balanced Wealth Group LLC 0.32% Add +1.6% 2,966 $705K
ShoreHaven Wealth Partners, LLC 0.33% Reduce -3.5% 3,211 $704K
Clear Investment Research, LLC 0.91% Reduce -1.7% 3,205 $703K
Private Management Group Inc. 0.03% Add +0.2% 3,182 $698K
Elite Financial, Inc. 0.38% — 3,182 $698K
Financial Symmetry Inc 0.47% No change 3,179 $697K
Foster & Motley Inc. 0.05% Add +11.3% 3,178 $697K
Dynamic Financial Group 0.71% — 3,176 $697K
Hobbs Wealth Management, LLC 0.80% — 3,175 $697K
Phoenix Wealth Advisors 0.30% Add +4.0% 3,162 $694K
Frontier Asset Management, LLC 0.23% Add +20.3% 3,161 $693K
Motiv8 Investments LLC 0.49% Reduce -10.5% 3,159 $693K
Summit Wealth & Retirement Planning, Inc. 0.21% Add +6.8% 3,157 $693K
Flower City Capital 0.42% Add +9.0% 3,152 $692K
bLong Financial, LLC 0.57% — 3,150 $691K
Redwood Park Advisors LLC 0.59% — 3,149 $691K
Paradigm, Strategies in Wealth Management, LLC 0.45% Reduce -0.9% 3,145 $690K
Stonehearth Capital Management, LLC 0.28% New 3,141 $689K
Reston Wealth Management LLC 0.26% Add +2.2% 3,136 $688K
ACT Advisors, LLC. 0.37% Add +7.0% 3,133 $687K
Gray Private Wealth, LLC 0.41% Reduce -0.6% 3,128 $686K
Golden Road Advisors LLC 0.52% Add +0.4% 3,128 $686K
Bond & Devick Financial Network, Inc. 0.29% No change 3,671 $684K
SGL Investment Advisors, Inc. 0.35% Add +7.3% 2,983 $683K
Innova Wealth Partners 0.43% Reduce -24.7% 3,102 $681K
Guardian Financial Partners, LLC 0.40% Add +14.3% 3,102 $681K
Atlantic Edge Private Wealth Management, LLC 0.21% Reduce -2.9% 3,102 $681K
Verus Wealth Management, LLC 0.76% — 3,101 $680K
Williams & Novak, LLC 0.65% Add +2.8% 3,095 $679K
Atlantic Family Wealth, LLC 0.80% — 3,093 $679K
Broyhill Asset Management, LLC 0.60% — 3,089 $678K
Founders Capital Management, LLC 0.12% No change 3,086 $677K
OneAscent Family Office, LLC 1.23% — 3,087 $677K
Riverpoint Wealth Management Holdings, LLC 0.18% Add +0.9% 3,082 $676K
Moment Partners, LLC 0.13% — 3,081 $676K
Keb Asset Management, LLC 0.19% Reduce -5.9% 3,079 $675K
Alaska Wealth Advisors, LLC 0.10% Reduce -0.9% 3,070 $674K
Shilanski & Associates, Inc. 0.22% Reduce -0.1% 3,067 $673K
XY Capital Ltd 0.75% Add +748.8% 3,064 $672K
Clearview Wealth Advisors LLC 0.51% Add +3.4% 3,061 $672K
TD Capital Management LLC 0.07% Add +1.6% 3,058 $671K
Asset Allocation & Management Company, LLC 0.37% New 3,055 $670K
Defined Wealth Management, LLC 0.44% Add +6.4% 3,053 $670K
Hobart Private Capital, LLC 0.17% Add +25.0% 3,048 $669K
WESPAC Advisors, LLC 0.49% No change 3,040 $667K
HRC Wealth Management, LLC 0.40% New 3,039 $667K
Comprehensive Money Management Services LLC 0.55% — 3,038 $667K
apricus wealth, LLC 0.43% Reduce -5.6% 3,033 $665K
CBIZ Investment Advisory Services, LLC 0.03% Add +4.1% 3,025 $664K
Aspect Partners, LLC 0.38% Reduce -0.8% 3,024 $663K
Forte Asset Management LLC 0.35% No change 3,015 $661K
Phillips Wealth Planners LLC 0.66% Add +6.6% 3,013 $660K
RW Investment Management LLC 0.08% Add +7.8% 3,000 $658K
Paloma Partners Management Co 0.06% Reduce -95.5% 3,000 $658K
Yeomans Consulting Group, Inc. 0.25% Reduce -10.2% 2,998 $658K
Financial Life Advisors 0.25% No change 2,996 $657K
Integris Wealth Management, LLC 0.19% Add +17.4% 2,994 $657K
Silver Lake Advisory, LLC 0.29% No change 2,990 $656K
Foundry Partners, LLC 0.03% Add +29.4% 2,990 $656K
Core Alternative Capital 0.14% Reduce -2.4% 2,988 $656K
LGT Financial Advisors LLC 1.45% Add +39.5% 2,985 $655K
Anson Funds Management LP 0.08% No change 2,983 $654K
Wealth Management Nebraska 0.11% — 2,982 $654K
Moody Aldrich Partners LLC 0.12% Reduce -18.1% 2,973 $652K
Absher Wealth Management, LLC 0.09% Add +7.5% 2,970 $652K
Penobscot Wealth Management 0.30% Add +7.3% 2,963 $650K
Elite Life Management LLC 1.92% Add +8.9% 2,962 $650K
Stordahl Capital Management, Inc. 0.15% Add +7.2% 2,961 $650K
Intelligent Financial Strategies 0.36% No change 2,960 $649K
David Kennon Inc 0.26% No change 2,960 $649K
Fosun International Ltd 0.20% No change 2,958 $649K
Texas Capital Bancshares Inc 0.26% Add +1.2% 2,957 $649K
Soundwatch Capital LLC 0.07% Reduce -58.7% 2,953 $648K
Siligmueller & Norvid Wealth Advisors LLC 0.28% — 2,952 $648K
Wedgewood Investors Inc. 0.76% Reduce -3.3% 2,950 $647K
SwitchPoint Financial Planning, LLC 0.62% — 2,942 $645K
Weinberger Asset Management, Inc 0.27% Reduce -0.8% 2,941 $645K
David Wealth Management LLC 0.53% — 2,938 $644K
Astra Wealth Partners LLC 0.61% — 2,933 $643K
Vista Investment Management 0.24% Add +8.7% 2,925 $642K
Silvia McColl Wealth Management, LLC 0.48% Add +1.0% 2,915 $640K
Horizon Financial Services, LLC 0.36% Reduce -0.4% 2,912 $639K
Gerber, LLC 0.46% Add +0.2% 2,905 $637K
Investors Asset Management of Georgia Inc. /Ga/ 0.31% Reduce -1.7% 2,905 $637K
Check Capital Management Inc. 0.04% No change 2,903 $637K
Forbes Financial Planning, Inc. 0.31% No change 2,900 $636K
Tanglewood Legacy Advisors, LLC 0.27% Add +127.1% 2,898 $636K
Alpha Financial Partners LLC 0.50% Add +35.6% 2,897 $636K
Arq Wealth Advisors, LLC 0.24% Add +4.3% 2,893 $635K
Magnolia Private Wealth, LLC 0.56% — 2,889 $634K
Hill Investment Group Partners, LLC 0.08% Add +0.2% 2,888 $634K
GR Financial Group, LLC 0.11% Add +98.2% 2,888 $634K
Intergy Private Wealth, LLC 0.24% Add +4.3% 2,886 $633K
Payne Capital Management, LLC 0.27% — 2,876 $631K
Provident Wealth Management, LLC 0.21% Reduce -1.5% 2,874 $631K
Von Berge Wealth Management Group, LLC 0.38% Reduce -0.7% 2,679 $629K
Warburton Capital Management, LLC 0.47% — 2,859 $627K
Armor Investment Advisors, LLC 0.26% Add +2.7% 2,853 $626K
Great Oak Capital Partners, LLC 0.21% Reduce -14.2% 2,864 $626K
Severin Investments, LLC 0.62% — 2,850 $625K
Landmark Wealth Management, LLC 0.28% No change 2,848 $625K
North Berkeley Wealth Management, LLC 0.63% — 2,843 $624K
Brooks, Moore & Associates, Inc. 0.37% No change 2,840 $623K
AF Advisors, Inc. 0.09% No change 2,838 $623K
BFI Infinity Ltd. 0.68% — 2,834 $622K
Cypress Capital Management LLC (WY) 0.71% Reduce -10.7% 2,833 $622K
Security Financial Services, INC. 0.13% Add +1.0% 2,825 $620K
Del-Sette Capital Management, LLC 0.50% Reduce -0.3% 2,823 $619K
Inman Jager Wealth Management, LLC 0.48% — 2,820 $619K
AmeriServ Wealth Advisors 0.33% — 2,818 $618K
Bay Capital Advisors, LLC 0.50% — 2,809 $616K
JDH Wealth Management, LLC 0.54% — 2,805 $615K
Smith Asset Management Co., LLC 0.60% — 2,802 $615K
Keyes, Stange & Wooten Wealth Management, LLC 0.36% No change 2,802 $615K
Shayne & Jacobs, LLC 0.16% Reduce -26.3% 2,800 $614K
Prospect Financial Group LLC 0.75% — 2,797 $614K
Awm Capital, LLC 0.07% Add +10.7% 2,793 $613K
Lighthouse Wealth Management Inc. 0.56% — 2,793 $613K
Northstar Asset Management Inc. 0.16% Reduce -14.3% 2,791 $612K
Coston, McIsaac & Partners 0.18% Reduce -8.2% 2,795 $612K
Monimus Capital Management, LP 0.58% — 2,788 $612K
Western Financial Corp 0.34% Reduce -16.3% 2,784 $611K
Forza Wealth Management, LLC 0.28% Add +4.0% 2,781 $610K
Hudson Portfolio Management LLC 0.60% No change 2,779 $610K
Penney Financial, LLC 0.41% Add +6.2% 2,759 $605K
Private Wealth Management Group, LLC 0.23% Add +3.8% 2,756 $605K
Anchor Capital Advisors LLC 0.02% Add +0.7% 2,755 $604K
Peak Retirement Planning, Inc. 0.41% — 2,752 $604K
Lakeshore Financial Planning, Inc. 0.26% Reduce -1.1% 2,748 $603K
Equita Financial Network, Inc. 0.22% Reduce -0.6% 2,746 $603K
Parkside Advisors LLC 0.14% Reduce -7.8% 2,739 $601K
Heritage Oak Wealth Advisors LLC 0.29% Reduce -86.9% 2,729 $599K
Wingate Wealth Advisors, Inc. 0.59% — 2,718 $596K
Divergent Planning, LLC 0.20% Reduce -10.4% 2,720 $596K
Flaharty Asset Management, LLC 0.09% Reduce -15.2% 2,711 $595K
Global View Capital Management LLC 0.21% — 2,686 $592K
PACK Private Wealth, LLC 0.35% No change 2,695 $591K
Poinciana Advisors Group, LLC 0.60% — 2,694 $591K
GatePass Capital, LLC 0.66% — 2,693 $591K
VanderPol Investments L.L.C. 1.29% Add +5.0% 2,686 $589K
Petix & Botte Co 0.15% No change 2,680 $588K
Bridgefront Capital, LLC 0.20% New 2,680 $588K
Keystone Financial Services, LLC 0.54% — 2,677 $587K
Ifrah Financial Services, Inc. 0.16% Reduce -0.8% 2,674 $587K
Dominguez Wealth Management Solutions, Inc. 0.43% Reduce -0.5% 2,668 $585K
Mitchell & Pahl Private Wealth, LLC 0.27% No change 2,665 $585K
Dynamic Wealth Strategies, LLC 0.52% Add +2.3% 2,664 $584K
Lawson Kroeker Investment Management Inc. 0.11% Reduce -0.3% 2,663 $584K
Avid Wealth Partners LLC 0.41% Add +20.5% 2,660 $584K
Halter Ferguson Financial Inc. 0.25% No change 2,659 $583K
ShankerValleau Wealth Advisors, Inc. 0.19% New 2,652 $582K
CPA Asset Management Group, LLC 0.27% No change 2,649 $581K
Anfield Capital Management, LLC 0.21% Add +2.5% 2,646 $581K
Kelman-Lazarov, Inc. 0.10% Reduce -4.1% 2,645 $580K
Clark Wealth Partners 0.45% — 2,644 $580K
Intrinsic Value Partners, LLC 0.58% No change 2,641 $579K
DHK Financial Advisors, Inc. 0.35% No change 2,639 $579K
Value Aligned Research Advisors, LLC 0.16% New 2,638 $579K
FinDec Wealth Services, Inc. 0.40% Reduce -25.9% 2,631 $577K
Wealth Watch Advisors, INC 0.36% — 2,797 $577K
O'Connor Financial Group LLC 0.30% Add +3.3% 2,619 $575K
Guardian Wealth Advisors, LLC 0.37% No change 2,615 $574K
JBGlobal.com LLC 0.61% — 2,613 $573K
Vawter Financial, Ltd. 0.34% Add +1.0% 2,612 $573K
BCK Partners, Inc. 0.35% No change 2,610 $573K
Gitterman Wealth Management, LLC 0.24% Reduce -2.3% 2,600 $570K
Mason Investment Advisory Services, Inc. 0.03% Reduce -3.1% 2,600 $570K
Hardin Capital Partners, LLC 0.34% Add +1.4% 2,600 $570K
Dakota Community Bank & Trust NA 2.71% Add +27.2% 2,595 $569K
NavPoint Financial, Inc. 0.45% Add +8.4% 2,590 $568K
Kieckhefer Group LLC 0.34% — 2,586 $567K
Ergawealth Advisors, Inc. 0.28% Reduce -10.4% 2,585 $567K
Orgel Wealth Management, LLC 0.01% Add +1.2% 2,581 $566K
Financial Harvest, LLC 0.48% — 2,574 $565K
Stephens Consulting, LLC 0.14% Reduce -0.7% 2,566 $563K
Macroview Investment Management LLC 0.57% No change 2,563 $562K
Higgins & Schmidt Wealth Strategies LLC 0.35% Add +1.1% 2,557 $561K
Ervin Investment Management, LLC 0.36% Reduce -1.2% 2,551 $560K
Cairn Investment Group, Inc. 0.33% Reduce -1.5% 2,550 $559K
Financial Enhancement Group LLC 0.09% Add +40.7% 2,558 $559K
Sentry LLC 0.11% Reduce -1.5% 2,540 $557K
Clark Financial Services Group Inc. 0.43% Add +0.2% 2,540 $557K
PFG Private Wealth Management, LLC 0.32% No change 2,537 $557K
D. Scott Neal, Inc. 0.31% Add +0.2% 2,535 $556K
Innovator Capital Management, LLC 10.91% New 2,526 $554K
Denver Wealth Management, Inc. 0.25% Add +0.4% 2,521 $553K
Grace & White Inc. 0.10% No change 2,520 $553K
Jackson, Grant Investment Advisers, Inc. 0.21% No change 2,513 $551K
Brightwater Advisory LLC 0.43% Reduce -10.2% 2,507 $550K
Range Financial Group LLC 0.25% Add +58.0% 2,504 $549K
MBE Wealth Management, LLC 0.31% Reduce -14.9% 2,504 $549K
Abound Financial, LLC 0.28% — 2,503 $549K
Kropog Financial Group, LLC 0.50% — 2,501 $549K
Slocum, Gordon & Co LLP 0.45% No change 2,499 $548K
Mustard Seed Financial, LLC 0.44% No change 2,496 $548K
Traction Financial Partners, LLC 0.43% Add +0.4% 2,494 $547K
Straightline Group LLC 0.36% — 2,493 $547K
Riggs Capital Management LLC 0.54% — 2,489 $546K
Syverson Strege & Co 0.18% Add +46.1% 2,489 $546K
Connective Portfolio Management, LLC 0.81% No change 2,480 $544K
Towerpoint Wealth, LLC 0.27% Add +1.0% 2,480 $544K
Stegent Equity Advisors, Inc. 0.55% Add +7.1% 2,476 $543K
Johnson Bixby & Associates, LLC 0.08% No change 2,474 $543K
Camden National Bank 0.08% Reduce -5.7% 2,474 $543K
GGM Financial LLC 0.58% Add +2.1% 2,463 $540K
Trust Investment Advisors 0.34% Add +75.7% 2,460 $540K
Phocas Financial Corp. 0.07% No change 2,450 $538K
Pacific Point Advisors, LLC 0.33% — 2,216 $536K
Signature Resources Capital Management, LLC 0.48% Reduce -1.8% 2,440 $535K
Clark Estates Inc. 0.10% No change 2,440 $535K
Isthmus Partners, LLC 0.06% New 2,430 $533K
Lanham O'Dell & Company, Inc. 0.81% Add +12.7% 2,427 $532K
Requisite Capital Management, LLC 0.11% New 2,423 $532K
Lakeside Advisors, INC. 0.35% Add +7.1% 2,420 $531K
Compton Financial Group, LLC 0.16% No change 2,417 $530K
Allied Investment Advisors, LLC 0.11% Reduce -3.8% 2,403 $527K
Ionic Capital Management LLC 0.76% Add +92.0% 2,400 $527K
Whitegate Investment Counselors, Inc. 0.18% No change 2,400 $527K
Financial Advisory Partners, LLC 0.17% Reduce -7.0% 2,400 $527K
Priebe Wealth Holdings LLC 0.36% Add +46.6% 2,395 $525K
PARUS FINANCE (UK) Ltd 0.16% No change 2,392 $525K
Schulz Wealth, LTD. 0.40% No change 2,380 $522K
Fulcrum Equity Management 0.52% Reduce -8.7% 2,379 $522K
ETF Store, Inc. 0.65% Add +2.1% 2,378 $522K
Inspire Advisors, LLC 0.06% Reduce -0.1% 2,376 $521K
Beacon Investment Advisors LLC 0.24% Add +8.2% 2,370 $520K
TABR Capital Management, LLC 0.46% — 2,368 $520K
Arkansas Financial Group, Inc. 0.08% Reduce -6.9% 2,368 $519K
Kingdom Financial Group LLC. 0.35% Add +0.2% 2,367 $519K
Legacy Wealth Management, LLC 0.03% Add +1.0% 2,361 $518K
Campbell Deegan Wealth Management, LLC 0.62% — 2,360 $518K
Rather & Kittrell, Inc. 0.12% Add +43.2% 2,356 $517K
Sprott Inc. 0.03% Reduce -4.1% 2,350 $516K
Epiq Partners, LLC 0.29% Reduce -1.1% 2,343 $514K
Kaye Capital Management 0.23% Reduce -2.9% 2,341 $514K
Sugar Maple Asset Management, LLC 0.39% Reduce -11.3% 2,336 $512K
Petra Financial Advisors Inc. 0.35% Reduce -8.7% 2,331 $511K
Financial Alternatives, Inc 0.36% Reduce -1.1% 2,324 $510K
10Elms LLP 0.64% — 2,320 $509K
PMG Wealth Management, Inc. 0.46% — 2,311 $507K
Ridgepath Capital Management LLC 0.23% No change 2,308 $506K
Santori & Peters, Inc. 0.19% No change 2,303 $505K
Parker Investment Management, LLC 0.08% Reduce -37.4% 2,298 $504K
Continuum Wealth Advisors, LLC 0.25% Add +1.6% 2,295 $504K
JMG Financial Group, Ltd. 0.02% Add +2.7% 2,289 $502K
MKD Wealth Coaches, LLC 0.51% — 2,284 $501K
Tandem Investment Advisors, Inc. 0.02% Reduce -14.0% 2,279 $500K
Hopwood Financial Services, Inc. 0.38% — 2,278 $500K
Stephen J. Garry & Associates, LLC 0.46% No change 2,277 $500K
Family Investment Center, Inc. 0.13% Add +3.5% 2,275 $499K
Ade, LLC 0.31% No change 2,273 $499K
Tuttle Capital Management, LLC 2.56% Add +34.6% 2,272 $498K
Black Point Wealth Management 0.58% No change 2,271 $498K
Stanich Group LLC 0.37% — 2,270 $498K
SoundView Advisors Inc. 0.21% — 2,274 $498K
Capstone Wealth Management, LLC 0.49% — 2,264 $497K
Graney & King, LLC 0.37% — 2,258 $495K
True Vision MN LLC 0.29% Add +0.3% 2,256 $495K
Legacies Wealth LLC 0.38% No change 2,255 $495K
Hudson Edge Investment Partners Inc. 0.09% Reduce -25.4% 2,249 $493K
Mid-American Wealth Advisory Group, Inc. 0.29% Add +13.1% 2,228 $489K
One Degree Advisors Inc 0.20% Add +36.4% 2,099 $488K
Blake Schutter Theil Wealth Advisors, LLC 0.51% Reduce -86.8% 2,221 $487K
Roth Financial Partners LLC 0.19% No change 2,220 $487K
LifeGoal Investments, LLC 0.53% — 2,213 $486K
Yardley Wealth Management LLC 0.24% Add +54.5% 2,333 $485K
Forge Financial Services LLC 0.41% — 2,072 $484K
Truefg, LLC 0.16% Add +45.3% 2,202 $483K
Theory Financial LLC 0.20% Reduce -2.0% 2,197 $482K
Oldfather Financial Services, LLC 0.18% Reduce -1.9% 2,195 $482K
Allen Wealth Management, LLC 0.34% Add +1.1% 2,193 $481K
Clayton Financial Group LLC 0.17% Add +1.4% 2,176 $477K
Rainey & Randall Wealth Advisors Inc. 0.09% Add +3.5% 2,163 $475K
Genesis Wealth Advisors, LLC 0.41% — 2,160 $474K
Frazier Financial Advisors, LLC 0.38% Reduce -12.0% 2,137 $473K
Sterling Financial Planning, Inc. 0.17% Reduce -30.5% 2,148 $471K
Campion Asset Management 0.36% No change 2,146 $471K
Impact Asset Management GmbH 0.19% Reduce -48.4% 2,146 $471K
Financial Freedom, LLC 0.25% Reduce -5.8% 2,144 $470K
EntryPoint Capital, LLC 0.20% Add +37.4% 2,144 $470K
Somerset Trust Co 0.18% Reduce -0.8% 2,143 $470K
Sollinda Capital Management LLC 0.13% Reduce -4.7% 2,143 $470K
Lam Group, Inc. 0.33% No change 2,140 $469K
Elios Financial Group Inc. 0.22% Add +26.1% 2,140 $469K
Raffa Wealth Management, LLC 0.11% Add +9.0% 2,137 $469K
BKM Wealth Management, LLC 0.19% Add +20.3% 2,136 $469K
TSA Wealth Managment LLC 0.19% Add +2.5% 2,131 $468K
Faithward Advisors, LLC 0.08% Add +25.6% 2,131 $468K
BG Investment Services, LLC 0.47% — 2,128 $467K
Cambridge Capital Management, LLC 0.30% Add +1.9% 2,128 $467K
Gallacher Capital Management LLC 0.23% Reduce -1.0% 2,126 $467K
Attessa Capital LLC 0.32% — 2,125 $466K
Clean Yield Group 0.15% Reduce -2.3% 2,123 $466K
Horizon Advisory Services, Inc. 0.27% Add +6.0% 2,120 $465K
JDM Financial Group LLC 0.24% Reduce -4.8% 2,118 $465K
Arbor Wealth Advisors LLC 0.41% New 2,117 $464K
Richard P Slaughter Associates Inc 0.10% Add +13.0% 2,117 $464K
Groesbeck Investment Management Corp. 0.60% No change 2,115 $464K
Community Bank of Raymore 0.36% Reduce -12.8% 2,114 $464K
Dopkins Wealth Management, LLC 0.24% Add +5.5% 2,110 $463K
Bontempo Ohly Capital Mgmt LLC 0.22% No change 2,100 $461K
Montgomery Investment Management Inc. 0.18% No change 2,100 $461K
Briaud Financial Planning Inc 0.19% Add +3401.7% 2,101 $460K
FPC Investment Advisory, Inc. 0.34% Add +147.2% 1,933 $459K
Fortitude Financial, LLC 0.26% — 2,087 $458K
Newport Capital Group, LLC 0.34% Reduce -8.6% 2,079 $456K
First Citizens Financial Corp 0.25% Add +32.4% 2,076 $455K
Paradigm Capital Management, LLC 0.43% No change 2,075 $455K
Blankinship & Foster, LLC 0.11% Reduce -5.5% 2,070 $454K
Parthenon LLC 0.05% Add +5.1% 2,070 $454K
TCP Asset Management, LLC 0.10% No change 2,068 $454K
TL Private Wealth 0.20% Reduce -26.6% 2,030 $453K
Wall Street Financial Group, Inc. 0.44% Add +22.5% 2,063 $453K
Sterling Wealth Management, Inc. 0.17% Reduce -9.6% 2,059 $452K
Mb, Levis & Associates, LLC 0.23% Add +9.9% 2,058 $452K
Ehrlich Financial Group 0.32% Reduce -4.1% 2,050 $450K
Peterson Wealth Advisors, LLC 0.08% Add +20.7% 2,002 $449K
Eschler Asset Management LLP 1.05% No change 2,040 $448K
Finley Financial, LLC 0.23% — 2,000 $447K
Certior Financial Group, LLC 0.40% — 2,030 $445K
Gibson Wealth Advisors LLC 0.37% No change 2,025 $444K
Crew Capital Management, Ltd 0.37% Add +8.9% 2,016 $442K
Wincap Financial LLC 0.45% — 2,013 $442K
Pinney & Scofield, Inc. 0.33% — 2,013 $442K
Solitude Financial Services 0.19% Reduce -20.0% 2,002 $439K
Tieton Capital Management, LLC 0.18% No change 2,000 $439K
Oakland Financial Corp. 5.02% — 2,000 $439K
Eight 31 Financial, LLC 0.33% No change 2,000 $439K
Prescott Group Capital Management, L.L.C. 0.06% No change 2,000 $439K
Saratoga Research & Investment Management 0.02% No change 2,000 $439K
Millington Financial Advisors, LLC 0.25% Reduce -2.1% 1,847 $439K
Planning Alternatives Ltd. 0.07% Add +6.1% 1,998 $438K
Kaufman Rossin Wealth, LLC 0.45% — 1,995 $438K
Chris Bulman Inc 0.28% Reduce -1.8% 1,993 $437K
Providence First Trust Co 0.16% Reduce -88.2% 1,990 $437K
Aspen Wealth Management LLC 0.13% Reduce -0.9% 1,981 $435K
Willow Creek Wealth Management Inc. 0.04% Reduce -3.3% 1,976 $434K
PharVision Advisers, LLC 0.37% — 1,973 $433K
White Wing Wealth Management 0.32% Add +2.4% 1,972 $433K
Able Wealth Management LLC 0.28% Add +9.0% 1,969 $432K
LYNX Capital Group Ltd. 0.25% Add +1.4% 1,966 $431K
Basepoint Wealth LLC 0.34% Reduce -5.3% 1,964 $431K
denkapparat Operations GmbH 0.63% — 1,956 $429K
Chico Wealth RIA 0.37% Reduce -13.2% 1,951 $428K
Legacy Solutions, LLC 0.46% — 1,941 $426K
Harbor Group, Inc. 0.10% No change 1,940 $426K
Tandem Financial, LLC 0.46% — 1,936 $425K
Timonier Family Office, LTD. 0.22% — 1,935 $425K
Interactive Financial Advisors, Inc. 0.22% No change 1,922 $422K
Impact Investors, Inc 0.33% — 1,921 $422K
Ameraudi Asset Management, Inc. 0.23% No change 1,920 $421K
DiNuzzo Private Wealth, Inc. 0.05% Add +3.4% 1,916 $420K
American Trust Investment Advisors, LLC 0.17% No change 1,910 $419K
Marathon Strategic Advisors, LLC 0.45% New 1,907 $418K
Disciplined Equity Management, Inc. 0.27% No change 1,900 $417K
Mizuho Bank, Ltd. 0.12% No change 1,900 $417K
M. Kulyk & Associates, LLC 0.09% Reduce -14.3% 1,899 $417K
Tull Financial Group, Inc. 0.25% Add +1.1% 1,888 $414K
Ridgeline Wealth Planning, LLC 0.40% — 1,887 $414K
Investments & Financial Planning, LLC 0.25% No change 1,884 $413K
CWC Advisors, LLC. 0.41% Add +3.1% 1,872 $411K
Cherry Tree Wealth Management, LLC 0.10% Add +0.9% 1,867 $410K
Twelve Points Wealth Management LLC 0.12% Reduce -23.3% 1,864 $409K
Renaissance Investment Group LLC 0.09% Reduce -2.6% 1,860 $408K
St. Louis Trust Co 0.06% No change 1,860 $408K
Level Wealth Management LLC 0.29% — 1,859 $408K
Monte Financial Group, LLC 0.17% Add +13.8% 1,858 $408K
Sentinel Pension Advisors, LLC 0.08% Reduce -12.2% 1,852 $406K
Arcadia Wealth Management, Inc. 0.34% — 1,845 $405K
Pathway Financial Advisors LLC 0.09% Reduce -0.8% 1,844 $405K
Kanen Wealth Management LLC 0.15% No change 1,831 $402K
Midwest Heritage Bank, FSB 0.19% Reduce -3.6% 1,829 $401K
Monarch Capital Management Inc. 0.11% Add +0.1% 1,827 $401K
Waycross Investment Management Co 0.42% New 1,825 $400K
Barry Investment Advisors, LLC 0.13% Reduce -0.5% 1,820 $399K
Mountain Pacific Investment Advisers LLC 0.03% Reduce -7.0% 1,820 $399K
FNY Investment Advisers, LLC 0.21% Reduce -54.9% 1,820 $399K
Ti-Trust, Inc. 0.27% Add +4.2% 1,813 $398K
Prepared Retirement Institute LLC 0.23% No change 1,812 $398K
Account Management LLC 0.46% No change 1,810 $397K
Sylvest Advisors, LLC 0.24% — 1,810 $397K
MorganRosel Wealth Management, LLC 0.13% Reduce -13.7% 1,810 $397K
Brighton Securities Corp. 0.19% — 1,809 $397K
Flagship Private Wealth, LLC 0.19% Add +0.6% 1,807 $396K
Darrow Company, Inc. 0.23% No change 1,805 $396K
SWAN Capital LLC 0.19% Add +3.1% 1,804 $396K
Brooklyn FI, LLC 0.13% No change 1,804 $396K
Heirloom Wealth Management 0.12% Add +3.4% 1,803 $396K
William Howard & Co Financial Advisors Inc 0.36% Reduce -11.5% 1,801 $395K
TruNorth Capital Management, LLC 0.11% Reduce -0.1% 1,798 $394K
Rebalance, LLC 0.03% Add +38.9% 1,792 $393K
PFS Partners, LLC 0.21% Reduce -5.9% 1,791 $393K
Financial Connections Group, Inc. 0.19% Reduce -1.1% 1,784 $391K
VERITY Wealth Advisors 0.28% Reduce -19.8% 1,780 $391K
Spring Capital Management, LLC 0.23% New 1,780 $391K
TAP Consulting, LLC 0.08% Reduce -3.0% 1,779 $390K
LRT Capital Management, LLC 0.30% New 1,771 $389K
Franklin, Parlapiano, Turner & Welch, LLC 0.10% No change 1,763 $387K
Wrenne Financial Planning LLC 0.22% Reduce -6.9% 1,760 $386K
Brand Asset Management Group, Inc. 0.16% Reduce -22.1% 1,758 $386K
FSA Wealth Management LLC 0.16% Reduce -20.9% 1,756 $385K
Latko Wealth Management, Ltd. 0.23% Add +4.3% 1,752 $384K
VSM Wealth Advisory, LLC 0.14% — 1,749 $384K
R. W. Roge & Company, Inc. 0.21% No change 1,746 $383K
Kendall Capital Management 0.11% New 1,741 $382K
Safe Harbor Fiduciary, LLC 0.39% No change 1,740 $382K
Argyle Capital Management, LLC 0.15% Add +2.4% 1,739 $382K
OMNI 360 Wealth, Inc. 0.25% Reduce -56.7% 1,734 $380K
Socha Financial Group, LLC 0.18% Add +3.3% 1,728 $379K
Hapanowicz & Associates Financial Services, Inc 0.19% No change 1,725 $378K
Lloyd Advisory Services, LLC. 0.18% Reduce -7.5% 1,721 $378K
Aull & Monroe Investment Management Corp 0.19% No change 1,698 $373K
Strategic Equity Management 0.16% New 1,698 $373K
Eq Wealth Advisors, LLC 0.36% — 1,696 $372K
Melfa Wealth Management, Inc. 0.25% Add +21.5% 1,695 $372K
Dravo Bay LLC 0.18% New 1,688 $370K
Schrum Private Wealth Management LLC 0.31% Reduce -21.7% 1,686 $370K
Hubbell Strickland Wealth Management, LLC 0.17% Reduce -20.7% 1,681 $369K
Birch Capital Management, LLC 0.19% Add +147.1% 1,680 $369K
Corundum Trust Company, INC 1.11% Reduce -2.8% 1,679 $368K
Valued Wealth Advisors LLC 0.23% Add +0.7% 1,671 $367K
FOCUS Wealth Advisors, LLC 0.19% No change 1,671 $367K
Fieldview Capital Management, LLC 0.06% — 1,667 $366K
IAG Wealth Partners, LLC 0.06% Reduce -3.8% 1,665 $365K
True Wealth Design, LLC 0.14% Reduce -1.8% 1,665 $365K
Custos Family Office, LLC 0.13% New 1,658 $364K
Total Wealth Planning, LLC 0.06% Reduce -26.1% 1,657 $364K
Consultiva Wealth Management, Corp. 1.82% New 1,653 $363K
Solutions 4 Wealth, Ltd 0.66% Reduce -16.0% 1,650 $362K
Taylor Hoffman Capital Management LLC 0.13% Reduce -1.3% 1,643 $360K
Curio Wealth, LLC 0.19% — 1,640 $360K
Sachem Hill LLC 0.08% No change 1,640 $360K
Builder Investment Group Inc. 0.10% No change 1,638 $359K
Rbo & Co. LLC 0.06% No change 1,635 $359K
Financial Network Wealth Advisors LLC 0.66% Reduce -72.5% 1,629 $357K
Endowment Wealth Management, Inc. 0.24% Add +0.1% 1,629 $357K
Graver Capital Management, LLC 0.37% — 1,625 $357K
Cornerstone Wealth Advisors, Inc. 0.10% Add +10.2% 1,625 $357K
Jordan Park Trust Co LLC 0.30% — 1,622 $356K
Brooktree Capital Management 0.26% Reduce -4.6% 1,622 $356K
Valley Financial Group, Inc. 0.25% Reduce -10.5% 1,621 $356K
Capital Management Corp. 0.06% Add +3.9% 1,620 $355K
OxenFree Capital LLC 0.27% Add +0.1% 1,620 $355K
Heritage Family Offices, LLP 0.18% New 1,614 $354K
Morris Financial Concepts, Inc. 0.15% Add +45.2% 1,613 $354K
Measured Wealth Private Client Group, LLC 0.11% Add +2.6% 1,611 $353K
HFG Wealth Management, LLC 0.23% Add +19.8% 1,884 $351K
Unison Asset Management LLC 0.17% No change 1,600 $351K
Forum Private Client Group LLC 0.16% New 1,596 $350K
Cypress Capital, LLC 0.10% Reduce -22.1% 1,595 $350K
Eagle Harbor Asset Management Inc. 0.35% No change 1,590 $349K
Court Place Advisors, LLC 0.11% New 1,586 $348K
Stone Summit Wealth LLC 0.12% Reduce -18.4% 1,582 $347K
Strengthening Families & Communities, LLC 0.20% Reduce -97.0% 1,583 $347K
McGrath & Associates, Inc. 0.70% — 1,580 $347K
Ofc Financial Planning, LLC 0.37% — 1,580 $347K
Guidance Point Advisors, LLC 0.10% Reduce -2.7% 1,580 $347K
Keystone Financial Services 0.13% Reduce -1.1% 1,579 $346K
Wealth Group Ltd 0.10% Reduce -32.7% 1,575 $346K
Brickley Wealth Management 0.07% Reduce -0.5% 1,569 $344K
ARK & TLK Investments, LLC 0.12% Add +0.3% 1,568 $344K
Harvey Investment Co. LLC 0.04% No change 1,569 $344K
Clarity Capital Advisors, LLC 0.23% No change 1,566 $344K
Centered Wealth LLC dba Miller Equity Capital Advisors 0.13% No change 1,565 $343K
R Squared Ltd 0.33% — 1,560 $342K
Oak Wealth Advisors LLC 0.26% — 1,557 $342K
Vermillion & White Wealth Management Group, LLC 0.25% Reduce -49.3% 1,557 $342K
Nordwand Advisors, LLC 0.14% No change 1,554 $341K
Silver Oak Wealth Advisors Services, LLC 0.29% — 719 $339K
Roberts Financial Services LLC 0.06% Reduce -3.5% 1,538 $337K
Red Crane Wealth Management, LLC 0.32% — 1,535 $337K
Boulder Wealth Advisors, LLC 0.17% Add +19.3% 1,533 $336K
Monument Group Wealth Advisors, LLC 0.24% New 1,530 $336K
Sincerus Advisory, LLC 0.36% — 1,529 $335K
Horizons Wealth Management 0.26% Reduce -3.5% 1,529 $335K
Paragon Capital Management Ltd 0.07% New 1,516 $333K
Grove Street Fiduciary, LLC 0.17% — 1,513 $332K
Rialto Wealth Management, LLC 0.11% — 1,509 $331K
F&V Capital Management, LLC 0.09% Add +16.0% 1,509 $331K
Foundry Financial Group, Inc. 0.20% Add +3.5% 1,507 $331K
Standard Family Office LLC 0.40% No change 1,505 $330K
Lifestyle Asset Management, Inc. 0.18% No change 1,503 $330K
Versor Investments LP 0.06% Reduce -37.4% 1,503 $330K
Horan Securities, Inc. 0.13% Add +5.9% 1,501 $329K
FMA Wealth Management, LLC 0.24% No change 1,500 $329K
Lakewood Asset Management LLC 0.23% Reduce -3.2% 1,500 $329K
Mowery & Schoenfeld Wealth Management, LLC 0.64% Add +32.7% 1,494 $328K
Hughes Financial Services, LLC 0.07% — 1,491 $327K
Hilltop Wealth Advisors, LLC 0.16% Add +12.4% 1,483 $325K
Arbor Investment Advisors, LLC 0.05% No change 1,482 $325K
Clientfirst Wealth Management, LLC 0.33% — 1,480 $325K
Delta Wealth Advisors LLC 0.31% No change 1,480 $325K
McCarthy Asset Management, Inc. 0.23% No change 1,480 $325K
Argent Advisors, Inc. 0.12% Add +5.6% 1,479 $324K
Magnolia Wealth Management, LLC 0.23% No change 1,477 $324K
Eldridge Investment Advisors, Inc. 0.08% No change 1,477 $324K
Absolute Capital Management, LLC 0.18% Reduce -75.0% 1,461 $323K
Corepath Wealth Partners LLC 0.32% Add +1.1% 1,485 $323K
Verus Financial Partners, Inc. 0.04% Add +5.1% 1,475 $323K
Graham Capital Wealth Management, LLC 0.28% No change 1,466 $322K
Pollock Investment Advisors, LLC 0.26% — 1,462 $321K
ETF Portfolio Partners, Inc. 0.10% No change 1,460 $320K
New Harbor Financial Group, LLC 0.10% Reduce -6.4% 1,460 $320K
Fiduciary Family Office, LLC 0.10% Reduce -92.0% 1,460 $320K
Wolff Financial Management LLC 0.09% Reduce -0.4% 1,460 $320K
Capstone Capital LLC 0.26% Add +1.5% 1,446 $317K
Corus Family Wealth Advisors 0.21% Add +20.5% 1,436 $315K
Verity & Verity, LLC 0.03% Add +12.6% 1,435 $315K
Aufman Associates Inc 0.21% Reduce -9.6% 1,435 $315K
Shakespeare Wealth Management, LLC 0.08% Add +12.8% 1,428 $313K
BCM Advisors, LLC 0.07% Add +12.5% 1,325 $313K
Mainsail Financial Group, LLC 0.18% Add +4.1% 1,424 $312K
E Fund Management (Hong Kong) Co., Ltd. 0.25% Add +22.9% 1,423 $312K
Cypress Point Wealth Management, LLC 0.10% Reduce -63.9% 1,417 $311K
MAS Advisors LLC 0.52% Add +0.7% 1,416 $311K
Kagan Cocozza Asset Management 0.26% — 1,416 $311K
McAlister, Sweet & Associates, Inc. 0.22% Reduce -51.5% 1,415 $310K
Note Advisors, LLC 0.27% — 1,411 $309K
Alpha Advisors, LLC 0.32% — 1,403 $308K
Drexel Morgan & Co. 0.06% No change 1,400 $307K
Brandywine Trust Co. 0.05% No change 1,400 $307K
Brave Warrior Advisors 0.01% No change 1,400 $307K
Beckerman Institutional, LLC 0.25% Reduce -0.7% 1,398 $307K
Mendota Financial Group, LLC 0.20% Reduce -64.3% 1,394 $306K
Jim Saulnier & Associates, LLC 0.26% No change 1,385 $304K
Nestegg Advisors, Inc. 0.31% — 1,289 $303K
Cedar Point Capital Partners, LLC 0.21% Add +4.3% 1,381 $303K
City Center Advisors, LLC 0.34% Add +1.9% 1,380 $303K
Sippican Capital Advisors 0.22% No change 1,380 $303K
AlphaQuest LLC 0.04% Reduce -57.9% 1,379 $303K
Three Cord True Wealth Management, LLC 0.26% — 1,378 $302K
Fox Run Management, L.L.C. 0.05% Reduce -22.9% 1,376 $302K
Blue Oak Capital, LLC 0.18% — 1,375 $302K
Fund 1 Investments, LLC 0.04% Reduce -98.4% 1,375 $302K
Brookmont Capital Management 0.16% Add +13.0% 1,364 $299K
HC Advisors, LLC 0.24% No change 1,361 $299K
Plan Group Financial, LLC 0.16% Reduce -6.8% 1,359 $298K
Wise Wealth Partners 0.73% — 1,357 $298K
Rodgers & Associates, LTD 0.04% No change 1,352 $297K
Joel Adams & Associates, Inc. 0.27% — 1,351 $296K
Provident Trust Co. 0.01% No change 1,345 $295K
Opus Capital Group, LLC 0.04% Reduce -3.6% 1,346 $295K
Hart & Patterson Financial Group LLC 0.14% Reduce -8.6% 1,343 $295K
DMKC Advisory Services, LLC 0.27% — 1,341 $294K
Basso Capital Management, L.P. 0.25% No change 1,335 $293K
Babb Wealth Advisors LLC 0.24% — 1,335 $293K
Denver PWM, LLC 0.11% Reduce -4.6% 1,334 $293K
Nicholson Wealth Management Group, LLC 0.20% Reduce -0.7% 1,334 $293K
Gleason Group, Inc. 0.05% Reduce -16.6% 1,330 $292K
Holcombe Financial, Inc. 0.24% — 1,324 $290K
Disciplined Investments, LLC 0.14% Add +16.3% 1,324 $290K
Retirement Wealth Solutions LLC 0.24% — 1,319 $289K
Home Federal Bank of Tennessee 0.09% No change 1,316 $289K
Atlas Financial Advisors, Inc. 0.45% Reduce -55.0% 1,316 $289K
Cowa, LLC 0.14% New 1,413 $288K
Lifelong Wealth Advisors, Inc. 0.13% — 1,302 $288K
Randall & Associates Wealth Management 0.24% New 1,308 $287K
MRWM Advisors, LLC 0.22% — 1,304 $286K
Creegan & Nassoura Financial Group, LLC 0.19% Reduce -4.4% 1,300 $285K
Foundation Wealth Management, LLC\PA 0.14% — 1,300 $285K
Measured Risk Portfolios, Inc. 0.32% — 1,299 $285K
Freestate Advisors LLC 0.29% Reduce -4.1% 1,295 $284K
Axim Planning & Wealth 0.30% Add +0.7% 1,292 $283K
VAUGHAN & Co SECURITIES, INC. 0.17% Reduce -2.3% 1,291 $283K
Cadence Wealth Management LLC 0.19% Add +7.3% 1,285 $282K
Physician Wealth Solutions Inc. 0.14% No change 1,285 $282K
Friedenthal Financial 0.16% Add +134.9% 1,280 $281K
Newton One Investments LLC 0.11% No change 1,280 $281K
Three Bridge Wealth Advisors, LLC 0.10% New 1,280 $281K
Triune Financial Partners, LLC 0.09% Add +1.6% 1,276 $280K
Elevate Wealth Advisory, Inc. 0.21% Add +9.7% 1,273 $279K
RE Dickinson Investment Advisors, LLC 0.24% Add +3.3% 1,272 $279K
Archer Investment Management, LLC 0.17% — 1,269 $278K
Disciplined Growth Investors Inc. 0.01% No change 1,260 $276K
Foundation Wealth Management, LLC 0.21% Reduce -9.6% 1,259 $276K
Boston Standard Wealth Management, LLC 0.05% Add +4.7% 1,260 $276K
BancFirst Trust & Investment Management 0.12% Add +2.0% 1,247 $276K
SpringVest Wealth Management LLC 0.24% — 1,254 $275K
Strategic Financial Partners, Ltd. 0.14% New 1,253 $275K
Causey Wealth LLC 0.16% — 1,248 $274K
Mission Hills Financial Advisory, LLC 0.21% New 1,243 $273K
O'Brien Greene & Co. Inc 0.09% New 1,236 $271K
IMG Wealth Management, Inc. 0.25% — 1,235 $271K
Dahring | Cusmano LLC 0.25% — 1,235 $271K
Security National Bank of Sioux City Iowa 0.19% Reduce -40.5% 1,235 $271K
Lumbard & Kellner, LLC 0.12% No change 1,235 $271K
Beacon Financial Planning, Inc. 0.16% No change 1,229 $270K
Longview Financial Advisors LLC 0.18% — 1,228 $269K
True Link Financial Advisors, LLC 0.02% Add +1.7% 1,224 $269K
Mokosak Advisory Group, LLC 0.08% No change 1,220 $268K
BCU Wealth Advisors, LLC 0.15% No change 1,217 $267K
Caitong International Asset Management Co., Ltd 0.26% — 1,213 $266K
Schwallier Wealth Management LLC 0.20% New 1,211 $266K
Citrine Capital LLC 0.20% — 1,211 $266K
Members Advisory Group LLC 0.11% Add +1.3% 1,209 $265K
Crabel Capital Management, LLC 0.86% New 1,208 $265K
CMC Financial Group 0.56% Add +0.3% 1,203 $264K
Seven Post Investment Office LP 0.10% Reduce -15.5% 1,200 $263K
Keating Investment Counselors Inc. 0.08% No change 1,198 $263K
Kaydan Wealth Management, Inc. 0.09% Reduce -12.2% 1,195 $262K
Astoria Strategic Wealth, Inc. 0.08% No change 1,191 $261K
Oceanside Advisors LLC 0.19% Add +5.3% 1,190 $261K
Financially Speaking Inc 0.18% — 1,187 $260K
ArborFi Advisors, LLC 0.26% — 1,185 $260K
IMPACTfolio, LLC 0.13% Reduce -7.8% 1,180 $259K
Marks Wealth, LLC 0.12% No change 1,180 $259K
FORA Capital, LLC 0.03% New 1,177 $258K
Alpha Financial Advisors, LLC 0.12% Reduce -2.3% 1,176 $258K
Eubel Brady & Suttman Asset Management Inc. 0.04% New 1,175 $258K
MidAtlantic Capital Management, Inc. 0.19% Add +1.6% 1,171 $257K
Peirce Capital Management, LLC 0.13% No change 1,165 $256K
GEN Financial Management, INC. 0.17% — 1,165 $256K
Sanchez Wealth Management Group 0.07% New 1,164 $255K
SWP Financial LLC 0.15% No change 1,162 $255K
Unconventional Investor, LLC 0.15% No change 1,160 $254K
Lowe Wealth Advisors, LLC 0.11% Add +22.7% 1,153 $253K
Caitlin John, LLC 0.17% Add +1.7% 1,150 $252K
KOM Wealth Management Group, LLC 0.19% Reduce -6.6% 1,149 $252K
Nia Impact Advisors, LLC 0.08% Reduce -9.5% 1,149 $252K
Omega Financial Group, LLC 0.10% No change 1,147 $252K
Athena Investment Management 0.14% No change 1,141 $250K
Walker Financial Services, Inc. 0.15% New 1,138 $250K
Team Financial Group, LLC 0.14% No change 1,137 $249K
Waterford Advisors, LLC 0.13% No change 1,137 $249K
EnRich Financial Partners LLC 0.08% Reduce -1.4% 1,134 $249K
Sage Financial Management Group, Inc. 0.09% Reduce -7.9% 1,126 $247K
Horizon Kinetics Asset Management LLC 0.00% Add +2.7% 1,124 $247K
Vickerman Investment Advisors, Inc. 0.07% New 1,121 $246K
1492 Capital Management LLC 0.12% Add +2.3% 1,119 $245K
Gutierrez Wealth Advisory, LLC 0.20% — 1,114 $244K
SIH Partners, LLLP 0.02% New 1,114 $244K
Leading Edge Financial Planning LLC 0.08% Reduce -7.1% 1,111 $244K
Infinity Wealth Counsel, LLC 0.26% — 1,110 $244K
Bey-Douglas LLC 0.21% Reduce -1.9% 1,107 $243K
Flagstone Financial Management 0.08% No change 1,106 $243K
Illumine Investment Management, LLC 0.20% — 1,100 $241K
Sunesis Advisors, LLC 0.15% No change 1,100 $241K
Kirr Marbach & Co. LLC 0.05% No change 1,100 $241K
Act Wealth Management, LLC 0.11% Reduce -2.3% 1,099 $241K
Cushing Capital Partners, LLC 0.23% — 1,094 $240K
O'Brien Wealth Partners LLC 0.04% No change 1,094 $240K
Sharkey, Howes & Javer 0.03% New 1,093 $240K
Ridgeline Wealth, LLC 0.19% — 1,082 $237K
Alpha Wealth Funds, LLC 0.25% — 1,079 $237K
Allie Family Office LLC 0.13% New 1,070 $235K
Williams Financial, LLC 0.15% Reduce -2.4% 1,068 $234K
Certus Wealth Management, LLC 0.16% New 1,004 $234K
Climber Capital SA 0.19% — 1,064 $233K
Cove Street Capital, LLC 0.27% No change 1,060 $233K
Hibernia Wealth Partners, LLC 0.18% Reduce -52.2% 1,058 $232K
Evolution Advisers, Inc. 0.13% Add +35.7% 1,060 $232K
Main Line Retirement Advisors, LLC 0.15% New 1,049 $230K
S. R. Schill & Associates 0.19% Reduce -73.5% 1,047 $230K
Bonfire Financial 0.21% — 1,047 $230K
Uptown Financial Advisors LLC 0.25% — 1,046 $229K
Ipsen Advisor Group LLC 0.20% — 1,042 $229K
Sound Stewardship, LLC 0.14% New 1,041 $228K
Farrow Financial, Inc. 0.15% Reduce -4.6% 1,031 $228K
NBZ Investment Advisors LLC 0.13% — 1,029 $226K
Terril Brothers, Inc. 0.07% New 1,025 $225K
AdviceOne Advisory Services, LLC 0.20% — 1,023 $224K
Tealwood Asset Management Inc. 0.09% New 1,020 $224K
Elevation Capital Advisory, LLC 0.10% New 1,020 $224K
Armbruster Capital Management, Inc. 0.05% New 1,020 $224K
Planned Solutions, Inc. 0.09% No change 1,015 $223K
Long Island Wealth Management, Inc. 0.14% New 1,009 $221K
MontVue Capital Management, Inc. 0.17% New 1,007 $221K
FLP Wealth Management, LLC 0.56% — 1,006 $221K
Pembroke Management, LTD 0.03% New 1,002 $220K
Glaxis Capital Management, LLC 0.61% New 1,000 $219K
Advisor Resource Council 0.16% Reduce -95.1% 1,000 $219K
Pring Turner Capital Group Inc. 0.15% New 1,000 $219K
Kades & Cheifetz LLC 0.11% New 1,000 $219K
MSA Advisors, LLC 0.05% Reduce -46.2% 1,000 $219K
Quinn Opportunity Partners LLC 0.02% New 1,000 $219K
Menlo Advisors LLC 0.11% New 1,000 $219K
Carolina Wealth Advisors, LLC 0.12% Reduce -50.2% 996 $219K
Collar Capital Management, LLC 0.18% — 995 $218K
Bay Harbor Wealth Management, LLC 0.07% Add +4.3% 992 $218K
Avalon Advisory Group 0.10% New 991 $217K
Tumwater Wealth Management, LLC 0.11% — 986 $216K
Loudon Investment Management, LLC 0.12% New 980 $215K
Hiley Hunt Wealth Management 0.12% New 980 $215K
McCarthy & Cox 0.07% New 978 $215K
Clarity Wealth Development LLC 0.23% — 900 $214K
Retirement Investment Advisors, Inc. 0.02% New 971 $213K
Melone Private Wealth, LLC 0.11% New 970 $213K
Ball & Co Wealth Management Inc. 0.17% — 970 $212K
Southern Style Financial, Inc. 0.17% — 964 $212K
Montchanin Asset Management, LLC 0.21% Reduce -79.2% 960 $211K
Kings Path Partners LLC 0.09% No change 960 $211K
Semper Augustus Investments 0.04% Reduce -24.5% 960 $211K
Morton Community Bank 0.06% New 958 $210K
Spectrum Asset Management, Inc. (NB/CA) 0.09% New 955 $210K
Richmond Brothers, Inc. 0.13% New 951 $209K
Retirement Capital Strategies 0.08% New 948 $208K
Cobblestone Asset Management LLC 0.14% New 943 $207K
Fusion Family Wealth, LLC 0.02% New 942 $207K
DBK Financial Counsel, LLC 0.21% New 940 $206K
Adalta Capital Management LLC 0.11% New 940 $206K
Ascension Capital Advisors, Inc. 0.09% New 937 $206K
James Reed Financial Services, Inc. 0.21% — 936 $205K
Carbahal Olsen Financial Services Group, LLC 0.19% — 933 $205K
Independent Family Office, LLC 0.11% New 933 $205K
Tepp RIA, LLC 0.30% — 931 $204K
Innovative Wealth Building LLC 0.18% — 923 $202K
Pine Haven Investment Counsel, Inc 0.17% New 920 $202K
Maven Securities LTD 0.03% Reduce -81.8% 920 $202K
Gimbal Financial 0.17% New 919 $202K
Aurora Investment Managers, LLC. 0.13% New 917 $201K
Compass Financial Group, Inc. 0.10% New 913 $200K
Family CFO Inc 0.11% Reduce -2.7% 912 $200K
POM Investment Strategies, LLC 0.15% Add +0.9% 887 $195K
Bare Financial Services, Inc 0.08% No change 882 $194K
Cedar Mountain Advisors, LLC 0.04% Reduce -46.8% 864 $190K
CGC Financial Services, LLC 0.07% No change 853 $187K
Moisand Fitzgerald Tamayo, LLC 0.03% Reduce -8.0% 852 $187K
Matrix Trust Co 0.03% New 793 $174K
Richardson Capital Management LLC 0.11% No change 783 $172K
SIMA Wealth Partners, LLC 0.15% Reduce -1.1% 781 $171K
Cutler Capital Management, LLC 0.08% Reduce -25.7% 780 $171K
Mizuho Markets Americas LLC 0.00% Reduce -92.1% 776 $170K
Clarity Asset Management, Inc. 0.11% No change 750 $165K
CSS LLC 0.03% New 690 $151K
Strid Group, LLC 0.02% New 666 $146K
Innovative Advisory Group, LLC 0.13% — 656 $144K
Ravenstone Capital Management Inc. 0.08% New 640 $140K
WealthTrak Capital Management LLC 0.12% — 625 $137K
Disciplina Capital Management LLC 0.02% No change 623 $137K
Broadwater Capital Management LLC 0.10% No change 620 $136K
Principia Wealth Advisory, LLC 0.13% — 614 $135K
Battery Global Advisors, LLC 0.07% No change 600 $132K
SRH Advisors, LLC 0.04% Reduce -4.6% 586 $129K
S&T Bank 0.04% New 560 $123K
Keener Financial Planning LLC 0.07% Add +440.0% 540 $118K
PMV Capital Advisers, LLC 0.31% — 518 $114K
Investment Counsel Co. of Nevada 0.28% — 508 $111K
Bayforest Capital Ltd 0.14% — 501 $110K
Ruedi Wealth Management, Inc. 0.03% Add +13.6% 500 $110K
Compass Financial Services Inc 0.06% — 492 $108K
Fairway Wealth LLC 0.05% New 475 $104K
Quarry LP 0.02% Reduce -60.9% 466 $102K
Cordant, Inc. 0.05% No change 454 $100K
Christopher J. Hasenberg, Inc 0.04% No change 454 $100K
Advantage Trust Co 0.06% No change 450 $99K
Your Advocates Ltd., LLP 0.04% Add +2.1% 438 $96K
Midwest Capital Advisors, LLC 0.07% — 414 $91K
Morton Brown Family Wealth, LLC 0.03% Add +23.9% 414 $91K
Sellwood Investment Partners LLC 0.05% — 406 $89K
Sanctuary Wealth Management, L.L.C. 0.06% No change 402 $88K
West Financial Advisors, LLC 0.02% New 400 $88K
Stuart Chaussee & Associates, Inc. 0.02% Add +150.0% 395 $87K
Navigoe, LLC 0.08% — 393 $86K
Beutel, Goodman & Co Ltd. 0.00% No change 390 $85K
Mizuho Securities Co. Ltd. 1.27% Reduce -92.9% 380 $84K
Atlantic Private Wealth, LLC 0.06% No change 370 $81K
Grayhawk Investment Strategies Inc. 0.15% No change 360 $79K
IFS Advisors, LLC 0.06% Add +1625.0% 345 $76K
Tacita Capital Inc 0.05% Add +154.1% 343 $75K
Winnacle Wealth LLC 0.07% — 341 $74K
Parkworth Wealth Management, Inc. 0.06% — 339 $74K
Koesten, Hirschmann & Crabtree, INC. 0.04% No change 327 $72K
Values First Advisors, Inc. 0.04% No change 300 $66K
Knott David M Jr 0.02% No change 300 $66K
Steph & Co. 0.02% Reduce -60.8% 291 $64K
Iron Horse Wealth Management, LLC 0.02% Add +64.4% 286 $63K
Wells Financial Advisors INC 0.08% No change 280 $61K
Talon Private Wealth, LLC 0.01% Reduce -57.1% 270 $59K
Sycomore Asset Management 0.01% Add +100.0% 300 $57K
Halbert Hargrove Global Advisors, LLC 0.00% New 245 $54K
Compass Planning Associates Inc 0.05% — 231 $51K
PayPay Securities Corp 1.91% Reduce -9.9% 201 $44K
Perritt Capital Management Inc 0.02% Add +72.7% 190 $42K
ESL Trust Services, LLC 0.01% No change 187 $41K
Summer Road LLC 0.03% No change 170 $38K
ZynergyRetirementPlanningLLC 0.02% No change 188 $35K
LSV Asset Management 0.00% New 160 $35K
Marquette Asset Management, LLC 0.01% No change 140 $31K
Accordant Advisory Group Inc 0.03% Add +400.0% 125 $27K
Prudent Man Investment Management, Inc. 0.01% — 122 $27K
Maryland Capital Advisors Inc. 0.01% Add +26.3% 120 $26K
North Ridge Wealth Advisors, Inc. 0.02% New 106 $23K
MilWealth Group LLC 0.01% No change 100 $22K
Guardian Wealth Management, Inc. 0.01% No change 90 $20K
Catherine Avery Investment Management LLC 0.02% — 89 $20K
Longfellow Investment Management Co. LLC 0.01% No change 88 $19K
Alexis Investment Partners, LLC 0.01% — 80 $18K
Bruce G. Allen Investments, LLC 0.01% No change 76 $17K
Lanark Financial, Inc. 1.45% — 72 $16K
Stance Capital LLC 0.01% — 61 $13K
Anderson Financial Strategies, LLC 0.01% — 58 $13K
Fiduciary Advisors, Inc. 0.01% — 40 $9K
Conquis Financial LLC 0.01% — 34 $7K
Bridge Generations Wealth Management LLC 0.00% — 10 $2K
ROSS\JOHNSON & Associates LLC 0.03% — 5 $1K

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