Amazon.comAMZN

13F holders, Q4 2025 (December 31)
6,099holders +514
160new positions
98sold out
35famous investors
$227.72avg. 13F price*

At the end of Q4 2025, 6,099 institutions reported holding Amazon.com Inc. (AMZN) in their 13F filings, up 514 from Q3 2025. 160 opened new positions and 98 sold out. The largest holders were Vanguard Group Inc. ($195.1B), BlackRock, Inc. ($169.5B) and State Street Corp. ($89.7B). 35 famous investors held it, including Bill Ackman (14.3% of Pershing Square's portfolio), Mason Morfit (11.2% of ValueAct Capital's portfolio) and George Soros (9.8% of Soros Fund 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 2025 → Q4 2025

InstitutionsTotal Value
New Positions160$4.6B
Exits98$1.9B

All 13F filers, Q3 2025 → Q4 2025: 419,133,005 shares bought and 198,504,274 shares sold, net +220,628,731 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6,099 holders

Vanguard Group Inc. 2.83% Reduce -0.6% 845,400,528 $195.1B
BlackRock, Inc. 2.88% Add +1.7% 734,375,864 $169.5B
State Street Corp. 3.01% Add +1.8% 388,653,121 $89.7B
FMR LLC 3.91% Add +0.8% 331,470,804 $76.5B
Geode Capital Management, LLC 3.19% Add +1.1% 225,120,994 $51.8B
Morgan Stanley 2.23% Reduce -0.8% 161,580,340 $37.3B
JPMorgan Chase & Co. 2.49% Reduce -12.4% 160,046,290 $36.9B
Invesco Ltd. 3.20% Add +154.0% 146,600,886 $33.8B
Norges Bank 3.52% — 142,399,855 $32.9B
T. Rowe Price Associates Inc. 3.27% Reduce -8.4% 130,958,176 $30.2B
Northern Trust Corp. 2.79% Reduce -2.4% 94,745,484 $21.9B
Capital Research Global Investors 3.84% Reduce -4.5% 90,036,034 $20.8B
Bank of America Corp. 1.41% Reduce -0.2% 84,155,560 $19.4B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 3.41% Add +0.9% 69,840,296 $16.1B
Capital International Investors 2.53% Add +8.9% 69,579,830 $16.1B
Bank of New York Mellon Corp 2.78% Reduce -1.8% 68,467,159 $15.8B
Wellington Management Group LLP 2.68% Add +13.2% 66,223,281 $15.3B
Goldman Sachs Group Inc. 2.11% Add +1.1% 64,210,840 $14.8B
Charles Schwab Investment Management Inc. 2.30% Add +1.0% 64,023,640 $14.8B
Nuveen, LLC 3.58% Reduce -5.5% 59,129,590 $13.6B
Legal & General Group Plc 2.86% Reduce -0.6% 55,959,088 $12.9B
Alliancebernstein L.P. 3.93% Reduce -1.8% 53,928,034 $12.4B
Amundi 3.77% Add +2.1% 53,809,551 $12.4B
Franklin Resources Inc. 2.99% Reduce -2.6% 52,044,270 $12.0B
Royal Bank of Canada 2.01% Reduce -15.2% 49,589,446 $11.4B
Jennison Associates LLC 6.02% Reduce -1.9% 43,437,204 $10.0B
Ameriprise Financial Inc. 1.85% Reduce -1.2% 35,301,914 $8.1B
Barclays PLC 3.23% Reduce -9.4% 34,830,770 $8.0B
UBS Group AG 1.58% Reduce -4.6% 34,606,077 $8.0B
Janus Henderson Group PLC 3.49% Add +1.6% 33,971,232 $7.8B
Capital World Investors 1.07% Reduce -22.4% 33,767,355 $7.8B
Fisher Asset Management 2.65% Add +1.5% 33,593,612 $7.8B
Wells Fargo & Company 1.45% Add +1.1% 32,078,451 $7.4B
Dimensional Fund Advisors LP 1.54% Add +5.4% 31,724,424 $7.3B
Deutsche Bank AG 2.30% Reduce -7.1% 30,618,765 $7.1B
Baillie Gifford & Co. 5.64% Reduce -7.2% 29,387,070 $6.8B
Massachusetts Financial Services Co. 2.12% Add +0.3% 28,384,589 $6.6B
HSBC Holdings PLC 3.54% Add +6.3% 26,874,377 $6.2B
American Century Companies Inc. 3.10% Reduce -1.8% 26,600,380 $6.1B
Swiss National Bank 3.61% Reduce -4.5% 26,302,400 $6.1B
Sumitomo Mitsui Trust Group, Inc. 3.51% Reduce -2.4% 25,890,719 $6.0B
Arrowstreet Capital, Limited Partnership 3.33% Add +21.0% 24,653,228 $5.7B
Victory Capital Management Inc. 3.21% Add +26.8% 24,448,590 $5.6B
Bank of Montreal 2.08% Reduce -4.0% 21,858,694 $5.0B
Mitsubishi UFJ Asset Management Co., Ltd. 3.29% Add +5.3% 21,415,372 $4.9B
Raymond James Financial Inc. 1.50% Add +0.6% 20,929,816 $4.8B
Assenagon Asset Management S.A. 7.04% Reduce -2.4% 20,306,055 $4.7B
California Public Employees Retirement System 2.65% Add +4.2% 20,049,877 $4.6B
National Pension Service 3.39% Add +4.8% 19,843,319 $4.6B
Principal Financial Group Inc. 2.31% Reduce -5.5% 19,608,246 $4.5B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3.98% Add +25.5% 19,499,534 $4.5B
BNP Paribas Financial Markets 2.72% Add +55.7% 18,377,229 $4.2B
Loomis Sayles & Co. L P 5.00% Reduce -1.5% 17,963,110 $4.1B
Canada Pension Plan Investment Board 2.76% Add +8.3% 17,852,026 $4.1B
T. Rowe Price Investment Management, Inc. 2.59% Reduce -16.3% 17,746,116 $4.1B
Rhumbline Advisers 3.13% Reduce -2.4% 16,786,572 $3.9B
Clearbridge Investments, LLC 3.09% Reduce -8.8% 16,707,241 $3.9B
Manufacturers Life Insurance Company, The 3.18% Reduce -0.6% 16,601,010 $3.8B
LPL Financial LLC 1.04% Add +3.9% 16,490,779 $3.8B
Neuberger Berman Group LLC 2.83% Add +0.0% 16,446,510 $3.8B
Swedbank AB 3.49% Reduce -3.9% 15,617,728 $3.6B
Dodge & Cox 1.90% Reduce -6.5% 15,230,394 $3.5B
Schroder Investment Management Group 2.63% Add +3.8% 14,998,243 $3.5B
Sanders Capital, LLC 3.96% Reduce -0.2% 14,900,430 $3.4B
California State Teachers Retirement System 3.44% Reduce -1.2% 14,889,763 $3.4B
Citadel Advisors 2.25% Add +336.2% 14,138,971 $3.3B
Nordea Investment Management AB 2.76% Add +8.3% 13,892,942 $3.2B
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 3.38% Add +111.7% 12,765,127 $2.9B
FIL Ltd 2.12% Add +0.6% 12,281,176 $2.8B
Primecap Management Co. 2.14% Add +14.4% 12,256,188 $2.8B
Envestnet Asset Management Inc. 0.83% Reduce -6.1% 12,098,043 $2.8B
Marshall Wace, LLP 2.69% Add +13.1% 11,993,681 $2.8B
Eagle Capital Management LLC 8.61% Add +1.7% 11,973,905 $2.8B
Citigroup Inc. 1.85% Reduce -14.1% 11,709,382 $2.7B
New York State Common Retirement Fund 3.56% Reduce -5.3% 11,559,379 $2.7B
Aberdeen Group plc 3.94% Reduce -1.4% 11,039,436 $2.5B
National Bank of Canada 2.56% Reduce -10.0% 10,790,954 $2.5B
Bessemer Group Inc. 3.67% Add +0.4% 10,345,498 $2.4B
Holocene Advisors, LP 4.93% Reduce -3.7% 10,123,400 $2.3B
Tiger Global Management 7.78% Reduce -9.3% 10,011,379 $2.3B
Voya Investment Management LLC 2.61% Reduce -8.2% 10,011,341 $2.3B
CIBC Private Wealth Group LLC 3.88% Reduce -5.9% 9,945,180 $2.3B
Coatue Management 5.74% Add +13.6% 9,932,265 $2.3B
Russell Investments Group, Ltd. 2.50% Add +5.1% 9,915,089 $2.3B
Pictet Asset Management Holding SA 2.17% Add +10.8% 9,697,778 $2.2B
Pershing Square 14.28% Add +65.0% 9,607,824 $2.2B
Sei Investments Co. 2.17% Add +15.7% 9,518,243 $2.2B
Universal- Beteiligungs- und Servicegesellschaft mbH 3.61% Add +1.1% 9,466,248 $2.2B
Allianz Asset Management GmbH 2.49% Add +8.0% 9,426,969 $2.2B
Brown Advisory Inc. 3.00% Reduce -18.2% 9,325,106 $2.2B
Robeco Institutional Asset Management B.V. 3.00% Add +7.1% 9,137,394 $2.1B
Adage Capital Partners Gp, L.L.C. 3.17% Reduce -2.8% 9,064,760 $2.1B
Natixis Advisors, LLC 2.96% Add +1.6% 9,060,919 $2.1B
Ensign Peak Advisors, Inc 3.67% Reduce -0.7% 8,993,601 $2.1B
Skye Global Management LP 41.87% Add +11.9% 8,976,000 $2.1B
DekaBank Deutsche Girozentrale 3.56% Add +10.1% 10,429,725 $2.1B
AQR Capital Management 1.08% Add +27.4% 8,922,824 $2.1B
Polen Capital Management LLC 8.53% Reduce -23.1% 8,653,721 $2.0B
Danske Bank A/S 4.63% Add +9.2% 8,620,258 $2.0B
Prudential Financial Inc. 2.39% Reduce -6.3% 8,559,942 $2.0B
Royal London Asset Management Ltd. 4.15% Reduce -4.4% 8,539,436 $2.0B
State Board of Administration of Florida Retirement System 3.47% Reduce -2.9% 8,502,697 $2.0B
Stifel Financial Corp. 1.73% Reduce -0.6% 8,346,270 $1.9B
TD Asset Management Inc 1.54% Add +0.3% 8,275,670 $1.9B
Fayez Sarofim & Co 4.51% Reduce -0.3% 8,134,339 $1.9B
Aviva PLC 3.16% Add +5.1% 8,121,406 $1.9B
Winslow Capital Management, LLC 6.28% Reduce -0.0% 8,071,815 $1.9B
ProShare Advisors LLC 3.27% Add +22.7% 8,030,900 $1.9B
Parnassus Investments, LLC 4.72% Reduce -20.9% 7,887,228 $1.8B
New York State Teachers Retirement System 3.51% Reduce -2.5% 7,830,543 $1.8B
1832 Asset Management L.P. 2.29% Add +30.0% 7,771,642 $1.8B
KBC Group NV 3.98% Add +4.4% 7,558,795 $1.7B
CANADA LIFE ASSURANCE Co 3.01% Reduce -17.5% 7,492,696 $1.7B
Sands Capital Management, LLC 5.22% Reduce -11.6% 7,440,012 $1.7B
Corient Private Wealth LP 2.32% Add +15.8% 7,393,950 $1.7B
Korea Investment CORP 3.34% Add +0.5% 7,350,766 $1.7B
Altarock Partners LP 33.10% Reduce -3.2% 7,314,534 $1.7B
Lazard Asset Management LLC 2.84% Reduce -37.6% 7,239,349 $1.7B
Fred Alger Management, LLC 6.39% Add +8.8% 7,053,441 $1.6B
Focus Partners Wealth 1.81% Add +53.0% 6,893,921 $1.6B
Mackenzie Financial Corp. 1.84% Reduce -7.7% 6,695,174 $1.6B
PNC Financial Services Group, Inc. 0.85% Add +0.5% 6,713,440 $1.5B
DNB Asset Management AS 5.32% Add +9.2% 6,600,867 $1.5B
Newlands Management Operations LLC 7.84% No change 6,589,070 $1.5B
Flossbach Von Storch SE 5.95% Reduce -4.4% 6,505,958 $1.5B
GMO 3.75% Add +77.1% 6,353,413 $1.5B
Alyeska Investment Group, L.P. 4.14% Add +43.3% 6,351,723 $1.5B
APG Asset Management N.V. 4.11% Reduce -3.5% 7,377,029 $1.4B
Mariner, LLC 1.72% Add +7.7% 6,264,907 $1.4B
Storebrand Asset Management As 3.86% Reduce -1.1% 6,231,184 $1.4B
Nomura Asset Management International Inc. 2.17% — 6,215,921 $1.4B
WCM Investment Management, LLC 2.94% Reduce -0.9% 6,138,238 $1.4B
Chevy Chase Trust Holdings, LLC 3.80% Reduce -0.6% 6,092,968 $1.4B
D. E. Shaw & Co. 1.14% Add +87.0% 6,066,870 $1.4B
Blair William & Co. 3.76% Add +1.0% 6,064,424 $1.4B
Credit Agricole S A 3.83% Add +10.1% 6,021,962 $1.4B
Thrivent Financial for Lutherans 2.47% Add +2.1% 5,899,067 $1.4B
Egerton Capital (UK) LLP 14.78% Add +45.4% 5,892,496 $1.4B
Zurcher Kantonalbank (Zurich Cantonalbank) 2.89% Reduce -1.1% 5,801,756 $1.3B
Alkeon Capital Management LLC 5.85% Reduce -3.7% 5,799,899 $1.3B
US Bancorp \de 1.56% Add +0.4% 5,779,623 $1.3B
Caisse de depot et placement du Quebec 2.25% Add +20.3% 5,750,851 $1.3B
Soroban Capital Partners LP 9.52% Reduce -17.2% 5,925,996 $1.3B
SG Americas Securities, LLC 1.72% Add +834.7% 5,624,364 $1.3B
HighTower Advisors, LLC 1.42% Add +2.4% 5,618,779 $1.3B
Rockefeller Capital Management L.P. 2.33% Add +7.7% 5,601,249 $1.3B
Bank of Nova Scotia 1.91% Reduce -0.6% 5,571,096 $1.3B
Toronto Dominion Bank 2.29% Reduce -7.6% 5,568,215 $1.3B
Mitsubishi UFJ Trust & Banking Corp 3.04% Reduce -5.7% 5,547,510 $1.3B
Handelsbanken Fonder AB 3.84% Add +218.6% 5,504,558 $1.3B
Daiwa Securities Group Inc. 4.12% Add +13.8% 5,482,783 $1.3B
Eurizon Capital SGR S.p.A. 3.89% — 5,412,058 $1.3B
Balyasny Asset Management L.P. 2.43% Add +189.7% 5,383,781 $1.2B
PFA Pension, Forsikringsaktieselskab 3.52% — 5,335,078 $1.2B
Temasek Holdings (Private) Ltd 3.95% Add +8.8% 5,313,275 $1.2B
Rathbones Group PLC 4.78% Reduce -3.4% 5,294,365 $1.2B
Point72 Asset Management 1.99% Add +68.2% 5,254,221 $1.2B
First Trust Advisors LP 0.88% Reduce -4.3% 5,229,817 $1.2B
Qube Research & Technologies Ltd 1.72% Add +134.2% 5,196,380 $1.2B
Mirae Asset Global Investments Co., Ltd. 3.27% Add +8.6% 5,107,123 $1.2B
Banque Pictet & Cie SA 11.73% Reduce -6.0% 5,074,958 $1.2B
Man Group plc 2.27% Add +17.1% 5,060,281 $1.2B
Public Employees Retirement Association of Colorado 4.25% Reduce -8.1% 5,003,470 $1.2B
State of Wisconsin Investment Board 2.58% Reduce -3.4% 4,987,135 $1.2B
Two Sigma Advisers, LP 2.23% Add +2.3% 4,979,120 $1.1B
Boston Partners 1.19% Add +3.5% 4,955,857 $1.1B
Acadian Asset Management LLC 1.85% Reduce -19.8% 4,882,514 $1.1B
Alecta Tjanstepension Omsesidigt 4.92% Reduce -1.9% 4,853,200 $1.1B
Nomura Asset Management Co. Ltd. 2.84% Reduce -1.1% 4,850,020 $1.1B
Cerity Partners LLC 1.60% Add +5.4% 4,741,160 $1.1B
Commonwealth Equity Services, LLC 1.45% Reduce -11.9% 4,708,627 $1.1B
CI Investments Inc. 4.75% Add +4.0% 4,687,926 $1.1B
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.62% Add +0.3% 4,654,079 $1.1B
Treasurer of the State of North Carolina 3.44% Reduce -6.2% 4,655,349 $1.1B
Vontobel Holding Ltd. 3.54% Reduce -11.4% 4,653,451 $1.1B
Sustainable Growth Advisers, LP 7.45% Reduce -14.2% 4,652,553 $1.1B
Artisan Partners Limited Partnership 1.63% Reduce -30.9% 4,618,514 $1.1B
Asset Management One Co., Ltd. 2.94% Add +3.5% 4,554,985 $1.1B
Skandinaviska Enskilda Banken AB (publ) 4.19% Add +2.6% 4,525,600 $1.0B
Allspring Global Investments Holdings, LLC 1.69% Reduce -1.9% 4,606,599 $1.0B
Farallon Capital Management, L.L.C. 5.40% Add +28.4% 4,499,894 $1.0B
Harris Associates (Oakmark Funds) 1.31% Add +2.5% 4,463,110 $1.0B
Quantinno Capital Management LP 2.07% Add +35.7% 4,447,524 $1.0B
Ninety One UK Ltd 2.19% Reduce -12.9% 4,434,952 $1.0B
Truist Financial Corp. 1.36% Add +0.5% 4,398,002 $1.0B
William Blair Investment Management, LLC 2.82% Reduce -0.8% 4,387,003 $1.0B
Veritas Asset Management LLP 10.34% Reduce -4.6% 4,375,845 $1.0B
Cetera Investment Advisers 1.09% Add +6.5% 4,328,708 $999.2M
Baird Financial Group, Inc. 1.54% Add +3.2% 4,290,765 $990.4M
Susquehanna International Group, LLP 1.31% Add +7.7% 4,124,569 $952.0M
Windacre Partnership LLC 10.18% Add +17.5% 4,112,900 $949.3M
Squarepoint Ops LLC 1.92% Reduce -8.2% 4,111,732 $949.1M
Worldquant Millennium Advisors LLC 3.67% Add +54.0% 4,100,611 $946.5M
Wealth Enhancement Advisory Services, LLC 1.28% Add +6.9% 3,909,997 $944.7M
Mawer Investment Management Ltd. 5.26% Reduce -9.3% 4,069,955 $939.4M
Creative Planning 0.67% Add +4.9% 4,065,394 $938.4M
Brighton Jones LLC 34.08% Add +1.4% 4,003,861 $924.2M
Public Employees Retirement System of Ohio 2.88% Add +0.5% 3,997,831 $922.8M
Fifth Third Bancorp 2.92% Add +0.5% 3,980,058 $918.7M
Federated Hermes, Inc. 1.53% Reduce -1.1% 3,968,766 $916.1M
Jane Street Group, LLC 1.09% Add +46.1% 3,936,221 $908.6M
Bank Julius Baer & Co. Ltd, Zurich 2.48% Reduce -11.5% 3,893,387 $899.2M
STRS Ohio 3.32% Reduce -3.6% 3,861,310 $891.3M
Panagora Asset Management Inc. 3.11% Add +16.0% 3,798,165 $876.7M
Retirement Systems of Alabama 2.80% Add +1.1% 3,742,266 $863.8M
Lansforsakringar Fondforvaltning AB (publ) 4.26% Add +0.7% 3,731,391 $861.3M
Cibc World Market Inc. 1.51% Add +12.6% 3,648,794 $842.2M
CIBC Asset Management Inc 2.03% Add +32.3% 3,640,252 $840.0M
Millennium Management 0.62% Reduce -3.0% 3,634,426 $838.9M
Osaic Holdings, Inc. 1.22% Reduce -0.5% 3,601,870 $831.4M
Clear Street Group Inc. 4.29% Reduce -0.0% 3,549,408 $819.3M
Northwestern Mutual Wealth Management Co. 0.51% Add +4.3% 3,512,910 $810.8M
KLP Kapitalforvaltning As 3.08% Add +0.9% 3,452,300 $796.9M
State of Tennessee, Department of Treasury 2.54% Add +0.5% 3,324,166 $795.5M
Davis Selected Advisers 3.56% Add +9.3% 3,429,262 $791.5M
Los Angeles Capital Management LLC 2.67% Reduce -4.0% 3,516,962 $783.8M
ValueAct Capital 11.15% Reduce -3.0% 3,394,300 $783.5M
Public Sector Pension Investment Board 2.63% Add +5.6% 3,386,661 $781.7M
King Luther Capital Management Corp. 3.18% Add +1.7% 3,365,097 $776.7M
Menora Mivtachim Holdings LTD. 3.62% Reduce -1.7% 3,336,897 $770.2M
Jones Financial Companies LLLP 0.47% Add +13.0% 3,332,469 $769.3M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 8.18% No change 3,300,000 $761.7M
State of New Jersey Common Pension Fund D 2.74% Reduce -1.6% 3,279,462 $757.0M
AustralianSuper Pty Ltd 3.51% Reduce -45.3% 3,273,841 $755.7M
UniSuper Management Pty Ltd 4.38% Add +12.9% 3,170,339 $731.8M
Calamos Advisors LLC 4.29% Reduce -2.3% 3,140,363 $724.9M
Resona Asset Management Co.,Ltd. 3.48% Reduce -3.9% 3,135,659 $724.5M
Viking Global Investors 1.92% New 3,126,816 $721.7M
Axiom Investors LLC 6.25% Reduce -18.9% 3,083,013 $711.6M
Keybank National Association 2.55% Reduce -0.4% 3,079,223 $710.7M
Scotia Capital Inc. 2.85% Add +0.9% 3,061,463 $706.6M
BlueSpruce Investments, LP 17.89% Add +6.1% 3,037,524 $701.1M
State of Michigan Retirement System 3.37% Reduce -2.5% 3,003,020 $693.2M
NEOS Investment Management LLC 3.97% Add +29.9% 2,973,448 $686.3M
Mn Services Vermogensbeheer B.V. 4.12% Add +2.3% 2,898,409 $669.0M
Teacher Retirement System of Texas 2.30% Add +10.7% 2,877,676 $664.2M
Agf Management Ltd. 2.90% Add +38.8% 2,876,345 $663.9M
Tredje AP-fonden 4.92% Add +8.6% 2,832,690 $653.8M
Cardano Risk Management B.V. 6.47% Reduce -2.1% 2,786,240 $643.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 3.82% Add +52.6% 2,782,900 $642.3M
Magellan Asset Management Ltd 7.80% Reduce -6.1% 2,778,692 $641.4M
Allen Investment Management, LLC 7.04% Reduce -1.7% 2,754,340 $635.8M
Captrust Financial Advisors 1.19% Add +12.9% 2,711,564 $625.9M
OMERS ADMINISTRATION Corp 4.46% Add +0.2% 2,711,547 $625.9M
Arizona State Retirement System 3.40% Reduce -2.9% 2,708,304 $625.1M
Capstone Investment Advisors, LLC 6.25% Reduce -43.7% 2,669,268 $616.1M
Janney Montgomery Scott LLC 1.41% Add +1.1% 2,666,064 $615.4M
USS Investment Management Ltd 3.04% Add +0.4% 2,653,896 $612.6M
Forsta Ap-Fonden 3.65% Reduce -1.2% 2,652,600 $612.3M
Cibc World Markets Corp. 3.06% — 2,640,438 $609.5M
Life Cycle Investment Partners Ltd 4.26% — 2,636,934 $608.7M
B. Metzler seel. Sohn & Co. AG 5.26% Reduce -2.3% 2,608,736 $603.3M
Hudson Bay Capital Management LP 3.78% Reduce -41.4% 2,610,777 $602.6M
MetLife Investment Management, LLC 2.90% Reduce -2.7% 2,597,718 $599.6M
Mairs & Power Inc. 5.76% Add +1.4% 2,592,768 $598.5M
Natixis 2.35% Add +155.3% 2,584,851 $596.6M
Generation Investment Management LLP 4.13% Add +45.2% 2,579,886 $595.5M
Czech National Bank 3.84% Add +4.1% 2,565,128 $592.1M
Foxhaven Asset Management, LP 14.50% Add +11.2% 2,550,407 $588.7M
Candriam S.C.A. 2.90% Add +7.2% 2,505,208 $578.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 2.99% Add +12.6% 2,451,778 $565.9M
Capitolis Liquid Global Markets LLC 3.36% Add +14.3% 2,440,703 $563.4M
Cambridge Investment Research Advisors, Inc. 1.48% Add +1.2% 2,425,598 $559.9M
AMF Tjanstepension AB 3.47% Add +2.0% 2,425,196 $559.8M
Lone Pine Capital 4.09% Reduce -14.1% 2,414,520 $557.3M
Macquarie Group Ltd. 2.43% Reduce -70.9% 2,403,335 $554.7M
Maverick Capital 5.91% Add +6.5% 2,382,650 $550.0M
DSM Capital Partners LLC 8.08% Reduce -2.4% 2,363,635 $545.6M
Soros Fund Management 9.78% Add +6.0% 2,359,572 $544.6M
Altshuler Shaham Ltd 8.24% Add +0.1% 2,335,004 $539.0M
Westfield Capital Management Co. LP 2.24% Reduce -8.3% 2,330,770 $538.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 4.87% Reduce -0.2% 2,197,758 $537.7M
Woodline Partners LP 2.07% Add +36.9% 2,312,089 $533.7M
TCW Group Inc. 3.82% Add +14.8% 2,310,691 $533.4M
W1M Asset Management Ltd 5.54% Add +517.4% 2,310,067 $533.2M
Commerce Bank 2.94% Add +0.9% 2,309,676 $533.1M
MML Investors Services, LLC 1.30% Add +5.5% 2,307,156 $532.5M
Verition Fund Management LLC 3.02% Add +130.4% 2,303,104 $531.6M
Berkshire Hathaway 0.19% Reduce -77.2% 2,276,000 $525.3M
Sarasin & Partners LLP 5.44% Reduce -11.5% 2,271,483 $524.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 2.65% Reduce -2.9% 2,262,810 $522.3M
Federation des caisses Desjardins du Quebec 1.99% Add +5.3% 2,260,000 $521.6M
State Farm Mutual Automobile Insurance Co. 0.41% No change 2,246,620 $518.6M
Brown Brothers Harriman & Co. 2.82% Reduce -0.4% 2,243,192 $517.8M
Altimeter Capital Management 7.68% Add +2.2% 2,215,660 $511.4M
Xponance LLC 3.81% Add +5.4% 2,200,281 $507.9M
Swiss Life Asset Management Ltd 2.58% Reduce -5.2% 2,191,773 $505.9M
Appaloosa 7.34% Reduce -12.8% 2,179,391 $503.0M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 6.97% Add +184.7% 2,173,996 $501.8M
Third Point 6.90% Reduce -22.9% 2,165,000 $499.7M
Mercer Global Advisors Inc. 0.75% Add +14.3% 2,120,444 $493.4M
Lord, Abbett & Co. LLC 1.58% Add +1.5% 2,136,587 $493.2M
First Manhattan Co. Llc. 1.29% Add +2.4% 2,133,145 $492.4M
Fort Washington Investment Advisors Inc. 2.62% Reduce -0.1% 2,129,583 $491.6M
Baupost Group 9.28% New 2,121,391 $489.7M
M&T Bank Corp 1.57% Add +5.9% 2,116,071 $488.4M
Nisa Investment Advisors, LLC 1.60% Add +6.9% 2,103,804 $485.6M
Danica Pension, Livsforsikringsaktieselskab 6.97% Add +22.1% 2,093,835 $483.3M
Compagnie Lombard Odier SCmA 5.20% Add +0.8% 2,072,518 $478.4M
Montrusco Bolton Investments Inc. 5.96% Reduce -10.3% 2,124,958 $478.2M
NewEdge Advisors, LLC 1.72% Add +44.7% 2,050,555 $473.3M
DAVENPORT & Co LLC 2.56% Reduce -0.2% 2,046,367 $472.9M
LBP Am SA 5.47% Add +7.8% 2,043,679 $471.7M
Markel Group 3.74% No change 2,030,760 $468.7M
Zurich Insurance Group Ltd 3.24% Reduce -1.6% 2,021,191 $466.5M
Connor, Clark & Lunn Investment Management Ltd. 1.22% Add +13.7% 2,012,585 $464.5M
Nissay Asset Management Corp. /Japan 2.41% Add +4.2% 2,007,728 $463.4M
Amalgamated Bank 3.31% Reduce -2.9% 1,985,076 $458.2M
Stockbridge Partners LLC 10.04% Reduce -18.6% 1,975,866 $456.1M
Gateway Investment Advisers LLC 4.19% Add +0.6% 1,950,384 $450.2M
Empower Advisory Group, LLC 1.22% Add +1.1% 1,949,994 $450.1M
Bridgewater Associates 1.64% Add +73.2% 1,948,254 $449.7M
Employees Retirement System of Texas 4.25% Add +5.8% 1,935,809 $446.8M
Ieq Capital, LLC 1.32% Add +11.4% 1,917,143 $442.5M
PensionDanmark Pensionsforsikringsaktieselskab 4.01% — 1,914,143 $441.8M
Whale Rock Capital Management 5.48% Add +28.3% 1,857,878 $428.8M
IFM Investors Pty Ltd 3.57% Add +1.3% 1,855,163 $428.2M
Meritage Group LP 13.23% Reduce -18.4% 1,843,006 $425.4M
Comerica Bank 1.69% Reduce -6.1% 1,832,936 $423.1M
Bank Pictet & Cie (Europe) AG 8.44% Reduce -8.7% 1,832,063 $422.9M
Assetmark, Inc. 0.86% Add +8.6% 1,819,026 $419.9M
Van Lanschot Kempen Investment Management N.V. 3.60% Add +2.9% 1,818,519 $419.8M
Voyager Global Management LP 12.15% Reduce -4.0% 1,800,000 $415.5M
Employees Provident Fund Board 3.05% No change 1,800,000 $415.5M
Gilder Gagnon Howe & Co. LLC 4.38% Reduce -0.8% 1,799,609 $415.4M
C WorldWide Group Holding A/S 7.19% Reduce -16.6% 1,783,781 $411.7M
Steward Partners Investment Advisory, LLC 2.25% Add +3.6% 1,779,832 $410.8M
LGT Group Foundation 4.47% Reduce -4.0% 1,761,894 $409.7M
Vulcan Value Partners, LLC 7.33% Reduce -6.4% 1,759,935 $406.2M
Lido Advisors, LLC 1.60% Add +1.7% 1,816,429 $403.2M
Ako Capital LLP 6.11% Reduce -3.9% 1,737,603 $401.1M
TrinityBridge Ltd 8.82% Add +47.3% 1,724,240 $398.0M
Teachers Retirement System of the State of Kentucky 2.90% Reduce -1.7% 1,675,945 $386.8M
AEGON ASSET MANAGEMENT UK Plc 4.60% Add +13.4% 1,673,860 $386.4M
Standard Investments LLC 19.29% No change 1,673,000 $386.2M
Banco Santander, S.A. 2.89% Add +8.7% 1,671,470 $385.8M
Crake Asset Management LLP 15.05% No change 1,664,166 $384.1M
Quilter Plc 6.42% Reduce -0.3% 1,656,903 $382.4M
Voloridge Investment Management, LLC 1.34% Add +311.0% 1,645,704 $379.9M
Migdal Insurance & Financial Holdings Ltd. 3.25% Add +15.7% 1,639,900 $378.5M
Varma Mutual Pension Insurance Co 2.28% Reduce -0.9% 1,632,111 $376.7M
Banque Transatlantique SA 9.03% Reduce -0.5% 1,611,435 $372.8M
Steadfast Capital Management LP 6.52% Add +14.2% 1,613,533 $372.4M
Pinebridge Investments LLC 2.72% — 1,598,276 $368.9M
Healthcare of Ontario Pension Plan Trust Fund 0.62% Reduce -2.7% 1,586,752 $366.3M
Utah Retirement Systems 3.48% Reduce -0.0% 1,584,914 $365.8M
Lazard Freres Gestion S.A.S. 6.59% Add +3.5% 1,583,820 $365.6M
Tidal Investments LLC 1.53% Add +23.1% 1,579,060 $364.5M
Carmignac Gestion 4.93% Reduce -23.4% 1,577,739 $364.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 2.85% Add +1.9% 1,571,406 $362.7M
Tudor Investment Corporation 2.06% Add +94.3% 1,562,275 $360.6M
Huntington National Bank 2.90% Add +1.0% 1,549,672 $357.7M
HRT Financial LP 1.13% Add +1014.6% 1,544,857 $356.6M
Cwm, LLC 0.96% Add +4.7% 1,540,638 $355.6M
Milestone Resources Group Ltd 17.22% No change 1,522,573 $351.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 2.92% Reduce -1.4% 1,508,175 $348.1M
AE Wealth Management LLC 2.00% Add +10.0% 1,507,901 $348.1M
Bristol John W & Co. Inc. 5.35% Reduce -6.4% 1,506,756 $347.8M
Pathstone Holdings, LLC 1.34% Add +1.7% 1,499,701 $346.1M
O'shaughnessy Asset Management, LLC 1.90% Add +9.3% 1,493,168 $344.7M
Rakuten Investment Management, Inc. 1.16% Add +647.5% 1,483,366 $344.2M
Anomaly Capital Management, LP 12.33% Add +38.6% 1,486,755 $343.2M
BI Asset Management Fondsmaeglerselskab A/S 3.02% Add +4.7% 1,518,943 $342.4M
Three Seasons Wealth, LLC 32.57% Reduce -0.0% 1,480,221 $341.7M
Eminence Capital, LP 5.39% Reduce -4.7% 1,475,615 $340.6M
Police & Firemen's Retirement System of New Jersey 2.82% Reduce -5.0% 1,469,544 $339.2M
Kestra Advisory Services, LLC 1.40% Add +7.2% 1,466,197 $338.4M
Hyperion Asset Management Ltd 9.37% Add +21.0% 1,453,258 $335.4M
Phoenix Financial Ltd. 3.63% Add +20.9% 1,469,073 $334.8M
iA Global Asset Management Inc. 4.24% Reduce -5.2% 1,441,536 $332.7M
Jacobs Levy Equity Management, Inc. 1.28% Reduce -4.8% 1,440,133 $332.4M
Rokos Capital Management LLP 4.89% Reduce -27.2% 1,426,909 $329.4M
Bridges Investment Management Inc. 4.15% Reduce -2.2% 1,418,655 $327.5M
Navera Investment Management Ltd. 6.90% Reduce -3.0% 1,416,236 $326.9M
ASR Vermogensbeheer N.V. 3.79% Add +3.0% 1,412,822 $326.1M
First Pacific Advisors, LP 4.37% Reduce -1.8% 1,411,199 $325.7M
New York Life Investment Management LLC 2.79% Add +6.0% 1,400,886 $323.4M
Whittier Trust Co. 3.49% Add +0.6% 1,335,511 $321.8M
Vanguard Personalized Indexing Management, LLC 3.13% Add +3.0% 1,391,525 $321.2M
Comgest Global Investors S.A.S. 5.66% Reduce -3.1% 1,376,741 $317.8M
Polar Capital Holdings Plc 1.44% Add +60.7% 1,368,783 $315.9M
Walleye Capital LLC 1.91% Reduce -14.3% 1,352,898 $312.3M
D1 Capital Partners 2.89% New 1,340,523 $309.4M
Factory Mutual Insurance Co. 3.11% Reduce -0.8% 1,331,024 $307.2M
QRG Capital Management, Inc. 3.42% Add +4.0% 1,329,340 $306.8M
Banco Bilbao Vizcaya Argentaria, S.A. 2.14% Reduce -0.0% 1,326,094 $306.6M
Union Bancaire Privee, UBP SA 3.66% Add +20.9% 1,484,586 $305.5M
Harel Insurance Investments & Financial Services Ltd. 2.60% Add +0.1% 1,298,444 $299.7M
Scge Management, L.P. 6.79% Reduce -2.5% 1,291,000 $298.0M
Vinva Investment Management Ltd 3.71% Add +62.1% 1,279,081 $297.4M
Manning & Napier Advisors LLC 3.86% Add +14.0% 1,276,629 $296.9M
Guggenheim Capital LLC 2.17% Reduce -7.4% 1,277,695 $294.9M
Ossiam 5.84% Reduce -19.8% 1,266,900 $292.4M
PointState Capital LP 4.96% Add +44.0% 1,256,355 $290.0M
OP Asset Management Ltd 3.44% Add +10.1% 1,253,998 $289.4M
Ilmarinen Mutual Pension Insurance Co 2.30% Reduce -5.4% 1,251,716 $288.9M
National Philanthropic Trust 2.84% Add +0.8% 1,246,825 $287.8M
Local Pensions Partnership Investment Ltd 5.05% No change 1,243,000 $286.9M
CCLA Investment Management 4.57% Add +0.8% 1,234,639 $285.0M
Rafferty Asset Management, LLC 0.98% Reduce -2.5% 1,234,325 $284.9M
Baron Capital (BAMCO) 0.77% Add +13.6% 1,225,159 $282.8M
Evelyn Partners Investment Management LLP 7.78% Add +1.0% 1,219,180 $281.4M
EP Wealth Advisors, LLC 1.46% — 1,217,007 $280.9M
Glenmede Trust Co. NA 1.33% — 1,213,567 $280.1M
ARK Investment Management 1.86% Reduce -0.5% 1,212,301 $279.8M
Great Lakes Advisors, LLC 2.27% Reduce -2.7% 1,208,401 $278.9M
Douglass Winthrop Advisors, LLC 4.85% Reduce -0.9% 1,202,025 $277.5M
Maplelane Capital, LLC 15.76% Add +255.3% 1,201,000 $277.2M
Wealthfront Advisers LLC 0.62% Add +4.4% 1,195,364 $275.9M
Milford Funds Ltd. 5.37% — 1,184,621 $273.4M
Consulta Ltd 13.37% Add +47.5% 1,180,000 $272.4M
Groupe la Francaise 3.95% Reduce -29.8% 1,181,910 $270.3M
TD Waterhouse Canada Inc. 1.68% Add +3.0% 1,171,045 $270.3M
Harding Loevner LP 2.36% Reduce -14.1% 1,163,957 $268.7M
Abn Amro Investment Solutions 3.98% Add +24.1% 1,162,523 $268.3M
Locust Wood Capital Advisers, LLC 6.71% Add +9.9% 1,161,686 $268.1M
GF Fund Management Co. LTD. 4.56% Reduce -1.0% 1,155,772 $266.8M
State of Alaska, Department of Revenue 2.84% Reduce -6.2% 1,155,651 $266.7M
Fiera Capital Corp 0.85% Add +89.3% 1,155,543 $266.7M
Two Sigma Investments, LP 0.42% Reduce -5.3% 1,148,237 $265.0M
Vaughan Nelson Investment Management, L.P. 2.59% Reduce -15.8% 1,147,695 $264.9M
Atalanta Sosnoff Capital, LLC 5.16% Reduce -1.3% 1,145,599 $264.4M
Evercore Wealth Management, LLC 3.87% Reduce -0.7% 1,144,774 $264.2M
Mediolanum International Funds Ltd 2.64% Reduce -2.9% 1,136,143 $264.2M
&partners 1.38% Add +30.9% 1,140,967 $263.4M
Exchange Traded Concepts, LLC 2.19% Add +4.5% 1,138,911 $262.9M
Route One Investment Company, L.P. 10.96% Reduce -10.8% 1,138,000 $262.7M
Jensen Investment Management Inc. 4.12% New 1,133,670 $261.7M
Williams Jones Wealth Management, LLC. 2.95% Add +0.7% 1,130,858 $261.0M
MAI Capital Management 1.50% Add +5.6% 1,123,277 $259.3M
Sequoia Financial Advisors, LLC 1.45% Reduce -3.5% 1,118,435 $258.2M
Oregon Public Employees Retirement Fund 3.27% Add +0.4% 1,114,039 $257.1M
Erste Asset Management GmbH 2.16% Add +32.8% 1,106,235 $256.6M
Southpoint Capital Advisors LP 5.90% Add +46.7% 1,100,000 $253.9M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.30% Reduce -27.4% 1,098,816 $253.6M
Vident Advisory, LLC 2.36% Add +12.7% 1,088,723 $251.3M
Zacks Investment Management 1.97% Reduce -0.1% 1,085,578 $250.6M
Unisphere Establishment 1.87% Reduce -0.9% 1,083,500 $250.1M
ABN AMRO Bank N.V. 2.35% Add +25.5% 1,081,366 $249.4M
Yousif Capital Management, LLC 2.72% Reduce -4.4% 1,075,503 $248.4M
PineStone Asset Management Inc. 1.53% New 1,066,600 $246.2M
Mutual of America Capital Management LLC 2.58% Reduce -0.8% 1,065,239 $245.9M
Railway Pension Investments Ltd 2.83% Add +16.7% 1,045,000 $241.2M
Pacer Advisors, Inc. 0.64% Reduce -4.0% 1,044,521 $241.1M
Van Eck Associates Corp. 0.20% Add +4.8% 1,044,459 $241.1M
Intech Investment Management LLC 2.13% Reduce -2.7% 1,035,439 $239.0M
Kensico Capital Management Corp. 4.03% Add +5.1% 1,028,000 $237.3M
Private Advisor Group, LLC 1.12% Reduce -2.1% 1,027,999 $237.3M
Everett Harris & Co. 2.88% Add +0.3% 1,026,862 $237.0M
Caxton Associates LLP 4.65% Reduce -34.5% 1,017,253 $234.8M
Nellore Capital Management LLC 26.28% Reduce -0.3% 1,017,000 $234.7M
Styrax Capital, LP 17.98% Add +0.7% 1,016,611 $234.7M
Performance Wealth Partners, LLC 6.35% Reduce -1.7% 1,014,623 $234.2M
Investment Management Corp of Ontario 3.12% Add +8.5% 1,013,897 $234.0M
DJE Kapital AG 6.38% Reduce -3.7% 999,281 $230.9M
Gotham Asset Management 0.84% Add +1.5% 993,450 $229.3M
E. Ohman J:or Asset Management AB 5.30% Reduce -8.1% 987,130 $227.8M
Corvex Management LP 7.54% Add +0.5% 982,732 $226.8M
ANTIPODES PARTNERS Ltd 4.73% Add +44.5% 976,324 $225.4M
Border to Coast Pensions Partnership Ltd 3.89% Reduce -19.6% 965,647 $223.3M
Avala Global LP 10.68% Add +83.8% 966,905 $223.2M
Fernbridge Capital Management LP 10.90% Add +10.1% 961,047 $221.8M
Nomura Holdings Inc. 0.63% Add +44.8% 960,925 $221.8M
Raiffeisen Bank International AG 2.83% Add +107.1% 945,656 $219.7M
Midwest Trust Co 2.72% Add +3.6% 945,890 $218.3M
Argent Capital Management LLC 6.18% Reduce -2.8% 943,139 $217.7M
Groupama Asset Managment 3.21% Reduce -9.0% 941,087 $216.9M
Cullen/Frost Bankers, Inc. 2.38% Add +0.5% 936,301 $216.1M
Jefferies Financial Group Inc. 1.81% Add +248.3% 934,388 $215.7M
Johnson Investment Counsel Inc. 1.76% Add +1.0% 930,535 $214.8M
HM Payson & Co. 3.02% Add +0.4% 926,368 $213.8M
Munro Partners 5.96% Add +0.7% 925,173 $213.5M
Bartlett & Co. Wealth Management LLC 2.78% Add +1.3% 919,389 $212.2M
Glenview Capital Management, LLC 4.47% Add +39.4% 909,270 $209.9M
Congress Asset Management Co. 1.47% Reduce -1.8% 907,302 $209.4M
Prudential PLC 1.66% Reduce -2.1% 901,237 $208.0M
Bradley Foster & Sargent Inc. 3.05% Add +0.7% 899,094 $207.5M
Renaissance Technologies 0.32% New 890,926 $205.6M
Fullerton Fund Management Co Ltd. 8.95% Add +104.4% 887,227 $204.8M
Elo Mutual Pension Insurance Co 3.12% Add +14.4% 883,189 $203.9M
Regions Financial Corp. 1.30% Add +0.1% 877,227 $202.5M
Pamplona Capital Management, LLC 36.84% Reduce -14.9% 876,613 $202.3M
RK Capital Management, LLC 12.52% New 875,000 $202.0M
Marsico Capital Management LLC 5.62% Reduce -2.0% 874,730 $201.9M
Schonfeld Strategic Advisors LLC 1.02% Add +772.3% 874,681 $201.9M
DF Dent & Co. Inc. 2.91% Reduce -10.3% 874,676 $201.9M
Nicholas Company, Inc. 3.53% No change 873,554 $201.6M
Optiver Holding B.V. 3.61% Reduce -71.6% 868,356 $200.4M
Yarbrough Capital, LLC 6.23% No change 867,132 $200.2M
Jupiter Asset Management Ltd. 1.60% Add +4.8% 867,012 $200.1M
Norinchukin Bank, The 2.32% Add +3.3% 863,879 $199.4M
Susquehanna Advisors Group, Inc. 7.50% New 862,100 $199.0M
Crestwood Advisors Group, LLC 3.28% Reduce -10.6% 854,405 $197.2M
Tiaa Trust, National Association 0.47% Reduce -2.1% 851,916 $196.6M
Stonehage Fleming Financial Services Holdings Ltd 6.05% Reduce -25.1% 851,787 $196.6M
Zevenbergen Capital Investments LLC 4.34% Reduce -16.1% 845,418 $195.1M
EFG International AG 3.71% — 832,076 $192.1M
Meitav Investment House Ltd. 2.21% Add +28.3% 828,319 $191.2M
Capital International, Inc. 1.49% Add +5.2% 815,286 $188.2M
Andra AP-fonden 2.31% Add +286.7% 810,008 $187.0M
Amova Asset Management Americas, Inc. 2.16% Reduce -12.7% 808,354 $186.6M
Avantyr Capital Partners, LP 11.13% — 804,632 $185.7M
J. Safra Sarasin Holding AG 2.97% Add +1.6% 791,019 $182.7M
Kestra Private Wealth Services, LLC 2.25% Reduce -2.8% 783,692 $180.9M
MUFG Securities EMEA plc 2.09% Add +317.9% 779,046 $179.8M
Clark Capital Management Group, Inc. 1.10% Add +19.6% 776,019 $179.1M
Advisors Asset Management, Inc. 2.99% Reduce -1.8% 772,660 $178.3M
Capital Advisors Inc. 2.87% Add +4.2% 772,208 $178.2M
Ethic Inc. 2.72% Add +2.7% 766,968 $177.0M
Louisiana State Employees Retirement System 2.99% Reduce -8.4% 755,900 $174.5M
L1 Capital International Pty Ltd 8.99% Add +357.6% 753,367 $173.9M
Palestra Capital Management LLC 6.18% Add +3.3% 752,542 $173.7M
D.A. Davidson & Co. 1.06% Add +4.2% 752,437 $173.7M
James Hambro & Partners LLP 6.18% Add +8.6% 748,881 $172.9M
Bollard Group LLC 4.54% Reduce -4.8% 748,693 $172.8M
Aptus Capital Advisors, LLC 1.46% Add +4.8% 742,852 $171.5M
Pinnacle Financial Partners, Inc. 1.29% — 741,622 $171.2M
Artemis Investment Management LLP 2.06% Reduce -8.7% 739,935 $170.8M
Duquesne Family Office 4.04% Add +68.8% 737,940 $170.3M
Avanza Fonder AB 4.32% Reduce -20.0% 737,741 $170.3M
Allstate Corp. 2.31% Add +110.9% 731,875 $168.9M
Chicago Capital, LLC 4.17% Reduce -0.3% 731,807 $168.9M
Shelton Capital Management 3.27% Reduce -6.2% 717,377 $165.6M
Trexquant Investment LP 1.47% Add +61.5% 716,510 $165.4M
Mizuho Securities USA LLC 2.73% Add +0.2% 708,336 $165.2M
Eastern Bank 2.82% Reduce -0.3% 707,645 $163.3M
B&D White Capital Company, LLC 18.85% Add +13.9% 704,945 $162.7M
Madison Asset Management, LLC 1.87% Reduce -4.5% 702,961 $162.3M
Polar Asset Management Partners Inc. 4.15% New 699,300 $161.4M
Cannell & Spears LLC 3.01% Add +6.5% 692,468 $159.8M
Atreides Management 3.37% Add +4.4% 687,799 $158.8M
Strategy Capital LLC 11.70% Reduce -10.4% 687,083 $158.6M
Whittier Trust Co. of Nevada Inc. 3.28% Reduce -3.2% 656,289 $158.1M
Theleme Partners LLP 10.28% Add +21.3% 683,979 $157.9M
Fisher Funds Management LTD 4.08% Reduce -1.5% 683,197 $157.9M
Freestone Grove Partners LP 1.14% New 683,670 $157.8M
Illinois Municipal Retirement Fund 1.98% Add +0.5% 683,380 $157.7M
Citizens Financial Group Inc. 2.10% Add +0.8% 680,067 $157.0M
Harvard Management Co. Inc. 7.55% Reduce -36.5% 679,845 $156.9M
Generate Investment Management Ltd 7.16% Add +59.2% 679,634 $156.9M
ExodusPoint Capital Management, LP 1.74% Add +204.8% 679,355 $156.8M
UMB Bank, n.a. 2.08% Add +2.7% 679,088 $156.7M
Silvant Capital Management LLC 5.27% Add +6.0% 675,789 $156.0M
NewEdge Wealth, LLC 1.76% Add +24.7% 673,125 $155.4M
Ruffer LLP 7.07% Reduce -0.2% 671,466 $155.2M
Badgley Phelps Wealth Managers, LLC 2.84% Add +11.0% 671,032 $154.9M
United Capital Financial Advisors, LLC 0.93% Add +9.3% 665,873 $153.7M
Alphinity Investment Management Pty Ltd 1.56% Add +9.0% 665,527 $153.6M
Edmond DE Rothschild Holding S.A. 2.18% Add +10.1% 665,327 $153.6M
Tocqueville Asset Management L.P. 2.23% Reduce -12.8% 663,232 $153.1M
Beacon Pointe Advisors, LLC 1.05% Add +15.5% 650,162 $150.1M
Davis R M Inc. 2.58% Add +1.8% 648,382 $149.7M
Country Trust Bank 2.71% Add +7.8% 647,744 $149.5M
Concurrent Investment Advisors, LLC 1.71% Add +54.9% 645,885 $149.1M
Equitable Holdings, Inc. 1.01% Add +8.5% 641,585 $148.1M
Flputnam Investment Management Co. 2.15% Add +2.1% 641,385 $148.0M
Ferguson Wellman Capital Management, Inc. 2.37% Add +1.3% 640,905 $147.9M
Crossmark Global Holdings, Inc. 2.11% Add +17.9% 638,406 $147.4M
MBB Public Markets I LLC 15.33% Add +44.8% 635,879 $146.8M
Gabelli Funds LLC 1.01% Add +0.1% 633,521 $146.2M
Glenview Trust Co 2.26% Add +2.2% 633,493 $146.2M
Traynor Capital Management, Inc. 8.01% Add +0.8% 629,665 $145.3M
Envestnet Portfolio Solutions, Inc. 0.51% Add +13.7% 628,856 $145.1M
Greenbrier Partners Capital Management, LLC 9.68% Reduce -0.1% 625,649 $144.4M
Epoch Investment Partners, Inc. 0.82% Reduce -13.5% 624,999 $144.3M
Stratos Wealth Partners, LTD. 1.64% Add +0.5% 624,110 $144.1M
Cresset Asset Management, LLC 0.61% Add +0.7% 623,572 $143.9M
HB Wealth Management, LLC 0.93% Add +3.2% 618,057 $142.7M
Fiduciary Trust Co 1.61% Reduce -2.3% 612,686 $141.4M
Alpha Cubed Investments, LLC 4.84% Add +5.6% 612,612 $141.4M
Park Presidio Capital LLC 11.50% Add +1.2% 612,063 $141.3M
Gradient Investments LLC 2.23% Add +6.4% 608,288 $140.4M
BSN CAPITAL PARTNERS Ltd 6.61% Reduce -67.7% 590,573 $140.3M
Riverbridge Partners LLC 2.63% Reduce -3.9% 607,766 $140.3M
Kentucky Retirement Systems 3.77% Reduce -0.0% 602,122 $139.0M
Kinetic Partners Management, LP 6.74% Reduce -23.9% 601,652 $138.9M
Voleon Capital Management LP 2.98% Add +13.3% 600,505 $138.6M
Stephens Inc. 1.72% Add +5.9% 598,815 $138.5M
Hoey Investments, Inc. 18.76% Add +0.1% 598,872 $138.2M
Osmosis Investment Management UK Ltd 3.47% — 596,078 $137.6M
Independent Advisor Alliance 3.34% Add +1.2% 595,497 $137.5M
Orion Porfolio Solutions, LLC 1.00% Add +2.0% 590,571 $136.3M
GCQ FUNDS MANAGEMENT PTY Ltd 18.75% Add +14.1% 590,137 $136.2M
Alua Capital Management LP 10.09% Add +9.2% 590,100 $136.2M
Cable Car Capital, LP 8.78% New 590,000 $136.2M
Harvest Portfolios Group Inc. 2.36% Add +19.6% 588,396 $135.8M
Westwood Holdings Group Inc. 1.12% Reduce -18.9% 588,130 $135.8M
Associated Banc-Corp 3.44% Add +4.2% 581,327 $134.2M
XN LP 3.76% Reduce -17.4% 580,754 $134.0M
M&G PLC 0.72% Reduce -28.3% 578,760 $133.7M
Busey Bank 3.51% Add +1.5% 577,663 $133.3M
Caption Management, LLC 6.03% No change 575,000 $132.7M
Peregrine Capital Management LLC 4.05% Reduce -8.8% 572,442 $132.1M
Capital International Sarl 2.11% Add +32.3% 568,943 $131.3M
Select Equity Group, L.P. 0.61% Add +26.1% 565,297 $130.5M
Kapitalo Investimentos Ltda 24.96% Add +20.2% 564,866 $130.4M
Sapient Capital LLC 1.83% Add +1.4% 559,779 $130.1M
Welch & Forbes LLC 1.57% Add +2.4% 563,166 $130.0M
Patient Capital Management, LLC 5.01% Add +0.1% 562,559 $129.8M
Hartford Investment Management Co. 3.88% Reduce -1.2% 562,023 $129.7M
Clal Insurance Enterprises Holdings Ltd 0.83% Add +0.3% 560,607 $129.4M
Allworth Financial LP 0.53% Add +12.6% 556,939 $128.6M
Peapack Gladstone Financial Corp. 1.62% Add +3.1% 555,774 $128.3M
MFF Capital Investments Ltd 7.85% — 555,442 $128.2M
South Dakota Investment Council 2.43% Reduce -0.4% 553,484 $127.8M
Chilton Capital Management LLC 4.40% Add +5.0% 553,357 $127.7M
Curi Capital, LLC 2.21% Reduce -1.4% 552,046 $127.4M
Adams Diversified Equity Fund, Inc. 4.22% Add +5.1% 549,500 $126.8M
OVERSEA-CHINESE BANKING Corp Ltd 3.50% Add +14.4% 548,231 $126.7M
Nippon Life Global Investors Americas, Inc. 5.24% Add +2.1% 547,770 $126.4M
Birch Hill Investment Advisors LLC 5.21% Reduce -1.1% 540,217 $124.7M
Cohen Klingenstein LLC 3.78% Reduce -1.6% 539,575 $124.5M
Kayne Anderson Rudnick Investment Management LLC 0.33% Add +9.0% 538,496 $124.3M
Cornerstone Advisors, LLC 4.12% No change 535,900 $123.7M
Advisors Capital Management, LLC 1.47% Add +3.8% 535,698 $123.6M
Northeast Investment Management 4.81% Reduce -0.8% 532,948 $123.0M
Prime Capital Investment Advisors, LLC 1.49% Add +0.8% 529,331 $122.2M
Allianz SE 1.57% Add +0.2% 528,565 $122.0M
Pinnacle Associates Ltd. 1.56% Reduce -0.3% 526,499 $121.5M
Oak Associates Ltd. 7.29% Reduce -0.4% 525,474 $121.3M
Advisory Services Network, LLC 1.71% Reduce -0.2% 524,477 $121.1M
Daiichi Life Insurance Co., Ltd. 3.10% Add +7.5% 521,808 $120.4M
Jain Global LLC 1.23% Add +561.3% 520,960 $120.2M
NS Partners Ltd 4.68% Add +1.2% 517,799 $119.5M
Tokio Marine Asset Management Co. Ltd. 4.07% Add +1.0% 512,452 $118.3M
Brookstone Capital Management 1.35% Add +5.6% 512,305 $118.3M
McDonald Capital Investors Inc. 7.24% Reduce -3.7% 511,720 $118.1M
Quadrature Capital Ltd 1.20% New 511,062 $118.0M
Blackstone Inc. 0.51% Add +23.5% 507,780 $117.2M
Douglas Lane & Associates, LLC 1.61% Add +9.6% 507,234 $117.1M
Marathon Asset Management Ltd 4.50% Reduce -2.1% 506,735 $116.9M
HMI Capital Management, L.P. 9.60% New 506,500 $116.9M
Barton Investment Management 12.58% Reduce -1.4% 505,676 $116.7M
Summitry LLC 4.86% Reduce -0.1% 504,434 $116.4M
Silvercrest Asset Management Group LLC 0.80% Reduce -0.0% 502,565 $116.0M
Covea Finance 3.81% Add +50.2% 500,899 $115.6M
Metis Global Partners, LLC 2.72% Reduce -4.8% 499,412 $115.3M
BNP Paribas 3.29% Reduce -8.7% 498,514 $115.2M
Tower Research Capital LLC (TRC) 2.78% Add +119.5% 498,329 $115.0M
Leonteq Securities AG 6.12% Add +47.7% 497,750 $114.9M
Atria Investments, Inc 1.30% Reduce -4.1% 496,116 $114.5M
Motley Fool Asset Management LLC 4.43% Reduce -10.3% 492,337 $113.6M
Laird Norton Wetherby Trust Company, LLC 2.36% Add +1003.9% 491,845 $113.5M
Hancock Whitney Corp. 2.04% Reduce -0.5% 491,090 $113.4M
Gulf International Bank (UK) Ltd 3.64% Add +0.5% 485,772 $112.1M
Carnegie Investment Counsel 2.07% Add +3.5% 485,357 $112.0M
Waverly Advisors, LLC 0.90% Add +50.3% 481,844 $111.2M
Merit Financial Group, LLC 0.89% Add +17.5% 481,288 $111.1M
Signature Estate & Investment Advisors LLC 2.24% Add +0.5% 480,674 $110.9M
Salem Investment Counselors Inc. 3.13% Add +0.1% 480,474 $110.9M
Maryland State Retirement & Pension System 2.28% Add +0.6% 479,969 $110.8M
Apollon Wealth Management, LLC 1.92% Add +0.2% 479,621 $110.7M
Sterling Capital Management LLC 1.80% Reduce -7.1% 479,371 $110.6M
Chilton Investment Co. Inc. 2.31% Add +677.6% 478,758 $110.5M
Triple Frond Partners LLC 11.48% Reduce -11.5% 478,534 $110.5M
Mane Global Capital Management LP 6.03% Add +10717.0% 477,354 $110.2M
Choate Investment Advisors 2.15% Add +1.1% 474,367 $109.5M
BLI - Banque de Luxembourg Investments 3.20% Add +23.0% 469,390 $109.1M
Bowie Capital Management, LLC 4.50% Reduce -4.1% 472,542 $109.1M
Castleark Management LLC 3.20% Add +20.9% 472,149 $109.0M
Greenleaf Trust 0.98% Reduce -0.4% 463,473 $107.0M
Interval Partners, LP 2.50% Add +401.8% 463,428 $107.0M
Annex Advisory Services, LLC 2.03% Add +6.9% 460,821 $106.4M
SRB Corp. 5.83% No change 460,450 $106.3M
Moore Capital Management, LP 2.26% Add +110.6% 459,880 $106.1M
Callan Family Office, LLC 2.28% Add +33.2% 458,944 $105.9M
MassMutual Private Wealth & Trust, FSB 2.71% Reduce -3.7% 456,399 $105.3M
I.G.Y. Ltd 44.57% Reduce -1.3% 454,258 $104.9M
Scopus Asset Management, L.P. 2.90% Add +8.7% 451,100 $104.1M
Farther Finance Advisors, LLC 1.12% Add +39.0% 450,880 $104.1M
Quarry LP 17.81% Add +3168.2% 227,890 $104.0M
Braun Stacey Associates Inc. 3.36% Add +0.1% 449,558 $103.8M
SteelPeak Wealth, LLC 3.41% Add +2.4% 448,837 $103.6M
Atlantic Union Bankshares Corp 1.94% Add +0.9% 448,308 $103.5M
HighPoint Advisor Group LLC 2.27% Add +33.4% 447,988 $103.4M
Perigon Wealth Management, LLC 1.85% Reduce -1.6% 447,871 $103.4M
Barr E S & Co. 5.38% Reduce -0.4% 447,689 $103.3M
Purpose Unlimited Inc. 4.77% — 446,305 $103.0M
RiverFront Investment Group, LLC 1.70% Reduce -6.9% 445,322 $102.8M
New Mexico Educational Retirement Board 3.06% Add +1.5% 444,500 $102.6M
Profund Advisors LLC 3.08% Reduce -4.2% 439,287 $101.4M
Davidson Investment Advisors 4.19% Add +0.0% 435,958 $100.6M
Bokf, NA 1.53% Reduce -9.6% 432,908 $99.9M
Coldstream Capital Management Inc. 1.30% Add +8.8% 432,823 $99.9M
Capital Fund Management S.A. 0.94% Reduce -3.8% 431,796 $99.7M
Lombard Odier Asset Management (Switzerland) SA 4.22% Add +6.6% 430,482 $99.4M
Verus Capital Partners, LLC 6.65% Add +0.3% 430,150 $99.3M
Senator Investment Group LP 3.98% Reduce -9.5% 430,000 $99.3M
Composition Wealth, LLC 1.42% Add +5.2% 429,028 $99.0M
Fishman Jay A Ltd. 8.14% Reduce -0.4% 428,968 $99.0M
Alta Capital Management LLC/ 6.56% Reduce -9.8% 426,868 $98.5M
Auto-Owners Insurance Co 2.07% Add +19.0% 426,518 $98.4M
Prospera Financial Services Inc 1.61% Reduce -6.6% 425,315 $98.2M
Hosking Partners LLP 3.32% Add +0.0% 424,002 $97.9M
Livforsakringsbolaget Skandia, Omsesidigt 3.80% Add +519.8% 422,381 $97.5M
Aristotle Atlantic Partners, LLC 4.45% Reduce -3.0% 421,539 $97.3M
Hantz Financial Services, Inc. 1.43% Reduce -4.6% 419,277 $96.8M
Harvest Fund Management Co., Ltd 3.64% Add +3.7% 419,174 $96.8M
Wedbush Securities Inc. 2.81% Add +2.8% 417,324 $96.3M
AIA Group Ltd 1.44% Add +56.3% 417,159 $96.3M
Meridiem Capital Partners LP 6.00% Add +163.0% 414,613 $95.7M
Triglav Investments, D.O.O. 6.03% Add +3.6% 413,768 $95.5M
Blue Sparrow, LLC 1.80% — 413,300 $95.4M
Lockheed Martin Investment Management Co. 3.17% Add +132.8% 410,690 $94.8M
AG2R La Mondiale Gestion D'actifs 4.19% Add +7.1% 410,100 $94.7M
Maple Capital Management, Inc. 5.94% Add +1.2% 408,789 $94.4M
Park Avenue Securities LLC 0.80% Add +2.6% 406,691 $93.9M
Montanova Capital, LLC 2.34% Add +85.8% 406,146 $93.7M
WASHINGTON TRUST Co 3.05% Reduce -1.1% 404,597 $93.4M
Cookson Peirce & Co. Inc. 3.85% Reduce -0.4% 402,755 $93.0M
Parallel Advisors, LLC 1.70% Add +1.7% 400,771 $92.5M
Sculptor Capital LP 1.91% Reduce -36.4% 400,000 $92.3M
Soma Equity Partners LP 5.37% Reduce -36.9% 398,599 $92.0M
SBI Securities Co., Ltd. 2.36% Reduce -0.6% 397,978 $91.9M
Wesbanco Bank Inc. 2.53% Add +3.5% 397,507 $91.8M
Ostrum Asset Management 4.37% Reduce -2.0% 394,376 $91.0M
HUB Investment Partners, LLC 2.46% New 390,689 $90.2M
Freestone Capital Holdings, LLC 2.66% Add +2.5% 389,189 $89.8M
Dock Street Asset Management Inc. 8.19% Reduce -9.5% 387,483 $89.4M
Impax Asset Management Group plc 0.56% Add +6.9% 387,433 $89.4M
OAKMONT Corp 15.43% Add +1.8% 386,395 $89.2M
Kingsview Wealth Management, LLC 1.28% Add +5.0% 386,101 $89.1M
Trivest Advisors Ltd 4.06% Reduce -48.8% 385,000 $88.9M
Iron Gate Global Advisors LLC 9.10% Reduce -0.6% 384,948 $88.9M
Horizon Investments, LLC 1.13% Reduce -14.7% 384,922 $88.8M
Meridian Wealth Management, LLC 3.12% Add +15.4% 383,810 $88.6M
Calamos Wealth Management LLC 3.09% Add +3.4% 382,625 $88.3M
MMBG Investment Advisors Co. 7.41% Reduce -0.7% 381,345 $88.0M
J. Stern & Co. LLP 7.50% Add +20598.0% 87,982,814 $88.0M
Clearstead Advisors, LLC 1.11% Add +7.2% 381,061 $88.0M
Thomasville National Bank 5.45% Add +1.8% 380,794 $87.9M
Stock Yards Bank & Trust Co. 2.69% Add +0.9% 380,350 $87.8M
World Investment Advisors 1.44% Add +26.8% 379,531 $87.6M
Old National Bancorp 1.45% Add +0.7% 378,935 $87.5M
Caprock Group, LLC 1.85% Add +11.8% 378,917 $87.5M
Avenir Corp. 9.49% Reduce -1.4% 378,735 $87.4M
Daymark Wealth Partners, LLC 2.77% Add +2.3% 375,987 $86.8M
Windward Capital Management Co. 6.86% Reduce -3.3% 375,131 $86.6M
Independent Financial Group, LLC 1.93% Add +5.3% 374,750 $86.5M
Columbus Hill Capital Management, L.P. 12.92% Add +0.2% 374,749 $86.5M
Choreo, LLC 1.10% Reduce -2.9% 370,101 $86.1M
Dakota Wealth Management 1.53% Add +5.3% 372,031 $85.9M
Teewinot Capital Advisers, L.L.C. 6.28% Reduce -16.2% 370,443 $85.5M
Spear Holdings RSC Ltd 14.99% Reduce -42.8% 368,400 $85.0M
PBCay One RSC Ltd 14.99% — 368,400 $85.0M
Zweig-DiMenna Associates LLC 6.02% Add +1.7% 367,784 $84.9M
Armistice Capital, LLC 2.08% Add +18.8% 367,633 $84.9M
Itau Unibanco Holding S.A. 2.08% Add +14.7% 367,628 $84.9M
Avalon Trust Co 5.47% Add +0.5% 366,405 $84.6M
Commerzbank Aktiengesellschaft 1.72% Reduce -17.0% 365,478 $84.4M
Generali Asset Management SPA SGR 1.72% Reduce -0.7% 365,279 $84.3M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 7.48% Add +53.6% 365,006 $84.3M
Klingenstein Fields & Co. LP 3.16% Reduce -1.4% 364,515 $84.1M
Coronation Fund Managers Ltd. 3.75% Add +14.7% 362,770 $83.7M
Bleakley Financial Group, LLC 1.45% Add +9.3% 362,515 $83.7M
Snowden Capital Advisors LLC 2.17% Add +7.0% 362,356 $83.6M
J.W. Cole Advisors, Inc. 2.01% Reduce -6.9% 429,039 $82.8M
Empire Life Investments Inc. 4.64% Reduce -3.5% 356,960 $82.4M
Summit Financial, LLC 1.20% Reduce -1.9% 354,731 $81.9M
Cypress Funds LLC 13.50% Reduce -20.0% 353,739 $81.7M
Insight Holdings Group, LLC 6.10% Reduce -1.4% 353,670 $81.6M
Baader Bank Aktiengesellschaft 6.79% Add +2.5% 353,424 $81.6M
Jia Investment Alliance Pte. LTD. 7.49% Add +23.5% 352,880 $81.5M
Oak Ridge Investments LLC 4.94% Add +8.5% 352,857 $81.4M
Sigma Planning Corp 2.24% Reduce -1.2% 351,759 $81.3M
Hancock Prospecting Pty Ltd 2.49% Add +178.6% 351,000 $81.0M
Arkadios Wealth Advisors 1.61% Add +20.0% 350,436 $80.9M
Mogy Joel R Investment Counsel Inc. 4.37% Add +0.3% 348,724 $80.5M
Howard Capital Management Group, LLC 5.08% Reduce -1.6% 348,442 $80.4M
Ami Asset Management Corp. 4.56% Reduce -2.4% 348,298 $80.4M
Meyer Handelman Co. 2.51% Add +2.9% 347,309 $80.2M
NorthCrest Asset Manangement, LLC 1.79% Add +4.2% 343,860 $80.1M
Segall Bryant & Hamill, LLC 1.08% Reduce -7.3% 345,451 $79.7M
Axxcess Wealth Management, LLC 1.42% Add +16.9% 346,718 $79.6M
Mission Wealth Management, LP 1.62% Reduce -2.6% 344,641 $79.6M
Mesirow Financial Investment Management, Inc. 1.63% Reduce -15.5% 344,501 $79.5M
Munich Reinsurance Co Stock Corp in Munich 1.93% Add +24.4% 341,323 $79.4M
Empirical Finance, LLC 3.78% Reduce -0.5% 343,053 $79.2M
Picton Mahoney Asset Management 0.87% Add +41.1% 342,697 $79.1M
Formuepleje A/S 4.72% Add +8.5% 342,650 $79.1M
Vestmark Advisory Solutions, Inc. 1.07% Add +94.2% 342,145 $79.0M
LMR Partners LLP 1.00% New 341,797 $78.9M
Franklin Street Advisors Inc. 4.50% Add +3.4% 341,409 $78.8M
Dana Investment Advisors, Inc. 2.28% Add +4.8% 340,233 $78.5M
First Financial Bankshares Inc 1.57% Reduce -2.5% 337,536 $77.9M
Baldwin Wealth Partners LLC 4.98% Reduce -0.7% 337,227 $77.8M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 2.80% — 336,961 $77.8M
F/m Investments LLC 2.95% Add +1.2% 336,586 $77.7M
Osterweis Capital Management Inc. 4.45% Reduce -5.0% 336,333 $77.6M
Ironvine Capital Partners, LLC 7.76% Reduce -0.6% 335,683 $77.5M
OneDigital Investment Advisors LLC 0.76% Add +2.7% 334,811 $77.3M
CreativeOne Wealth, LLC 1.87% Add +0.6% 334,483 $77.2M
KCM Investment Advisors LLC 2.48% Reduce -0.3% 333,864 $77.1M
Spire Wealth Management 2.57% Add +4.3% 332,348 $76.7M
Community Trust & Investment Co. 4.04% Reduce -1.7% 330,738 $76.3M
Crow's Nest Holdings LP 17.34% Reduce -11.3% 330,000 $76.2M
Investment House LLC 3.61% Add +0.5% 328,924 $75.9M
North Dakota State Investment Board 2.82% — 328,885 $75.9M
Logan Capital Management Inc. 3.19% Add +1.5% 328,574 $75.8M
Heritage Investors Management Corp. 2.21% Reduce -0.3% 328,453 $75.8M
Canada Post Corp Registered Pension Plan 2.87% Add +39.4% 326,163 $75.3M
Cantor Fitzgerald, L. P. 2.25% Add +93.0% 326,025 $75.3M
Think Investments LP 9.60% No change 325,275 $75.1M
Cartenna Capital, LP 3.95% Add +225.0% 325,000 $75.0M
Destination Wealth Management 1.95% Add +3.8% 323,356 $74.6M
Principal Securities, Inc. 1.15% Add +2.5% 323,352 $74.6M
Trust Co. of Vermont 3.12% Add +1.6% 323,315 $74.6M
Henshaw Capital LLC 2.68% No change 323,174 $74.6M
Keystone Investors Pte Ltd. 6.70% New 323,162 $74.6M
Northwest & Ethical Investments L.P. 1.68% Reduce -0.7% 322,715 $74.5M
Florida Trust Wealth Management Co 2.05% Add +0.3% 321,946 $74.3M
CENTRAL TRUST Co 1.45% Reduce -1.2% 321,354 $74.2M
Staley Capital Advisers Inc. 3.06% Add +0.1% 321,064 $74.1M
Nishkama Capital, LLC 10.02% Add +60.4% 321,029 $74.1M
Obermeyer Wealth Partners 3.38% Add +0.2% 320,638 $74.0M
Howard Capital Management, LLC 0.95% Add +17.3% 318,319 $73.5M
Baker Avenue Asset Management, LP 1.69% Add +0.6% 318,212 $73.4M
Siemens Fonds Invest GmbH 3.89% Add +15.7% 313,965 $73.0M
Greenlea Lane Capital Management, LLC 21.31% Reduce -1.7% 316,285 $73.0M
Chesley Taft & Associates LLC 2.87% Add +3.3% 315,372 $72.8M
Samlyn Capital, LLC 1.16% Reduce -63.1% 314,917 $72.7M
Jump Financial, LLC 0.98% Add +6.0% 312,166 $72.1M
Capital Group Private Client Services, Inc. 1.15% Reduce -7.0% 311,937 $72.0M
RDST Capital LLC 6.78% Add +10.6% 311,605 $71.9M
Northwestern Mutual Investment Management Company, LLC 0.84% Add +0.5% 310,831 $71.7M
United American Securities Inc. (d/b/a UAS Asset Management) 15.08% Reduce -0.3% 309,715 $71.5M
Focus Financial Network, Inc. 2.49% Add +2.0% 309,467 $71.4M
Howland Capital Management LLC 2.71% Add +9.1% 308,176 $71.1M
Petrus Trust Company, LTA 7.18% Add +15.7% 307,567 $71.0M
OpenArc Corporate Advisory, LLC 1.17% — 306,385 $70.7M
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 22.37% No change 306,239 $70.7M
Vise Technologies, Inc. 1.38% Add +46.3% 304,572 $70.3M
Lighthouse Investment Partners, LLC 2.34% Add +24.0% 304,374 $70.3M
Peconic Partners LLC 1.67% Add +7537.7% 303,980 $70.2M
Newbrook Capital Advisors LP 8.78% Reduce -18.1% 303,195 $70.0M
Great Valley Advisor Group, Inc. 1.34% Add +0.0% 302,645 $69.9M
Global Retirement Partners, LLC 1.24% Add +26.2% 301,588 $69.6M
Ameritas Investment Partners, Inc. 2.12% Reduce -4.0% 301,253 $69.5M
Park West Asset Management LLC 5.85% Add +5.3% 300,870 $69.4M
Americana Partners, LLC 1.90% Add +19.5% 300,422 $69.3M
Bornite Capital Management LP 6.76% Add +200.0% 300,000 $69.2M
MayTech Global Investments, LLC 6.99% Add +1.7% 299,216 $69.1M
First Citizens Bank & Trust Co. 1.44% Add +5.3% 298,758 $69.0M
Benjamin Edwards Inc. 0.76% Add +2.9% 298,628 $68.9M
Banque Cantonale Vaudoise 2.46% Reduce -3.0% 298,136 $68.8M
Evergreen Capital Management LLC 1.54% Add +11.4% 297,680 $68.7M
Dixon Mitchell Investment Counsel Inc. 2.27% Add +2.8% 297,440 $68.7M
Fairview Capital Investment Management, LLC 3.52% Reduce -3.4% 296,664 $68.5M
Tikvah Management LLC 18.24% No change 295,680 $68.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.22% Add +10.9% 295,078 $68.1M
NLB Skladi, upravljanje premozenja, d.o.o. 3.11% — 294,122 $67.9M
ING Groep NV 0.41% Reduce -81.3% 294,021 $67.9M
NorthCoast Asset Management LLC 1.50% Reduce -87.8% 293,339 $67.7M
Bowen Hanes & Co. Inc. 1.69% Add +24.9% 292,402 $67.5M
First Foundation Advisors 2.53% Reduce -5.3% 290,947 $67.2M
Valeo Financial Advisors, LLC 1.49% Reduce -1.0% 290,282 $67.0M
Signaturefd, LLC 1.02% Add +0.2% 288,626 $66.6M
HughesLittle Investment Management Ltd. 11.03% No change 288,505 $66.6M
Quadrant Capital Group LLC 2.00% Add +6.2% 287,468 $66.4M
First Long Island Investors, LLC 4.86% Add +0.7% 286,944 $66.2M
Sienna Gestion 3.99% Reduce -5.5% 286,195 $66.2M
Perpetual Ltd 0.96% Reduce -9.9% 286,284 $66.1M
Integrated Wealth Concepts LLC 0.79% Reduce -40.8% 286,268 $66.1M
General American Investors Co. Inc. 4.11% No change 286,000 $66.0M
Fulton Breakefield Broenniman LLC 4.16% Add +0.1% 285,236 $65.8M
Clarius Group, LLC 3.76% Reduce -2.1% 285,235 $65.8M
Circle Wealth Management, LLC 1.01% Add +0.5% 284,627 $65.7M
Summit Trail Advisors, LLC 1.13% Reduce -9.5% 282,604 $65.2M
Capital Investment Advisors, LLC 0.99% Add +2.4% 282,206 $65.1M
Criteria Caixa, S.A.U. 22.38% Reduce -18.3% 281,065 $64.9M
Vestcor Inc 1.85% Reduce -0.7% 280,940 $64.8M
Talbot Financial, LLC 5.34% Add +0.5% 280,868 $64.8M
Boston Trust Walden Corp 0.49% Reduce -4.8% 280,768 $64.8M
Lionstone Capital Management LLC 14.92% Reduce -10.3% 279,740 $64.6M
Grace & Mercy Foundation, Inc. 14.53% No change 278,613 $64.3M
Fifth Third Wealth Advisors LLC 2.25% Add +3.2% 278,175 $64.2M
Bronte Capital Management Pty Ltd. 6.70% Reduce -4.7% 277,641 $64.1M
Kimelman & Baird, LLC 4.88% Reduce -0.7% 275,416 $63.6M
Cumberland Partners Ltd 3.89% Add +4.4% 275,020 $63.5M
Nearwater Capital Markets, Ltd 1.09% Reduce -60.9% 275,000 $63.5M
Foundations Investment Advisors, LLC 0.83% Add +6.4% 274,547 $63.4M
Smith Salley Wealth Management 3.13% Reduce -0.3% 274,057 $63.3M
Capital International Ltd. 2.23% Add +40.1% 273,771 $63.2M
IFP Advisors, Inc 1.42% Add +65.8% 273,684 $63.2M
Roffman Miller Associates Inc. 3.45% Reduce -0.3% 273,575 $63.1M
Becker Capital Management Inc. 1.80% Add +0.1% 272,853 $63.0M
Kovack Advisors, Inc. 3.00% Add +124.9% 272,439 $62.9M
Diversify Advisory Services, LLC 1.99% Reduce -1.9% 262,935 $62.9M
Private Wealth Partners, LLC 4.46% Reduce -5.7% 272,285 $62.8M
Savant Capital, LLC 0.36% Add +6.4% 272,114 $62.8M
Venture Visionary Partners LLC 2.05% Add +6.0% 269,086 $62.8M
Aureus Asset Management, LLC 4.00% Add +3.0% 272,074 $62.8M
LGT Fund Management Co Ltd. 4.96% Add +2.1% 270,066 $62.8M
JBF Capital, Inc. 9.08% No change 272,000 $62.8M
Mar Vista Investment Partners LLC 5.75% Add +9.5% 271,617 $62.7M
Mgo One Seven LLC 1.28% Add +11.0% 270,931 $62.5M
Stony Point Capital LLC 4.61% Add +2.5% 270,730 $62.5M
WCG Wealth Advisors LLC 1.75% Add +135.3% 270,509 $62.4M
National Mutual Insurance Federation of Agricultural Cooperatives 0.46% No change 270,000 $62.3M
Vestor Capital, LLC 5.25% Reduce -2.0% 227,269 $62.3M
Motley Fool Wealth Management, LLC 4.82% Reduce -15.3% 269,412 $62.2M
Woodbridge Co Ltd 0.15% Add +7.8% 268,854 $62.1M
Hamilton Capital Partners Inc. 2.27% Add +7.0% 268,117 $61.9M
New Age Alpha Advisors, LLC 2.67% Add +0.6% 268,109 $61.9M
Heritage Wealth Advisors 2.36% Add +18.0% 267,515 $61.7M
Waycross Partners, LLC 5.05% Add +4.1% 267,346 $61.7M
First National Bank of Omaha 1.83% Add +91.3% 266,263 $61.7M
Engineers Gate Manager LP 0.73% Reduce -1.6% 267,041 $61.6M
Sumitomo Life Insurance Co. 1.68% Add +11.9% 266,291 $61.5M
Academy Capital Management 8.14% Reduce -0.7% 265,379 $61.3M
Manchester Global Management (UK) Ltd 8.25% Reduce -18.9% 265,290 $61.2M
Avity Investment Management Inc. 4.29% Reduce -1.4% 264,992 $61.2M
Securian Asset Management, Inc. 2.32% Reduce -45.1% 264,526 $61.1M
Joho Capital LLC 13.03% No change 264,500 $61.1M
Susquehanna Portfolio Strategies, LLC 0.94% No change 263,293 $60.8M
Night Owl Capital Management, LLC 6.65% Add +1.7% 262,874 $60.7M
Mufg Securities Americas Inc. 3.80% Add +0.1% 262,077 $60.5M
Optimus Prime Fund Management Co., Ltd. 4.84% New 260,000 $60.0M
Central Securities Corp 4.83% No change 260,000 $60.0M
Main Street Research LLC 3.43% Reduce -1.2% 259,849 $60.0M
Bailard, Inc. 1.32% Reduce -4.7% 258,962 $59.8M
Boston Family Office LLC 3.79% Add +0.8% 258,650 $59.7M
Tran Capital Management, L.P. 7.13% Reduce -5.2% 257,804 $59.5M
Ulysses Management LLC 15.58% No change 257,500 $59.4M
Kornitzer Capital Management Inc. 1.24% Reduce -0.7% 257,037 $59.3M
Marathon Trading Investment Management LLC 7.08% Add +157.5% 255,481 $59.0M
LMCG Investments, LLC 3.36% Reduce -11.0% 254,878 $58.8M
Wealthspire Advisors, LLC 0.47% Add +47.4% 254,380 $58.7M
Argent Trust Co 2.01% Add +3.2% 253,915 $58.6M
Selkirk Management LLC 15.44% No change 253,000 $58.4M
Kentucky Retirement Systems Insurance Trust Fund 3.77% Reduce -0.0% 252,384 $58.3M
Miller Wealth Advisors, LLC 21.50% Reduce -1.1% 252,175 $58.2M
Cercano Management LLC 2.20% No change 251,539 $58.1M
NFJ Investment Group, LLC 2.09% Add +6.3% 251,358 $58.0M
ICONIQ Capital, LLC 0.88% Reduce -1.0% 251,061 $57.9M
CWA Asset Management Group, LLC 2.09% Reduce -0.8% 250,687 $57.9M
Ritholtz Wealth Management 1.06% Add +2.8% 250,366 $57.8M
Archon Partners LLC 6.02% No change 249,660 $57.6M
J. L. Bainbridge & Co., Inc. 4.70% Add +5.0% 248,694 $57.4M
First American Bank 3.47% Add +0.4% 247,937 $57.2M
Albion Financial Group 3.56% Reduce -1.3% 247,619 $57.2M
Wilkinson Global Asset Management LLC 3.90% Reduce -0.6% 247,314 $57.1M
Graham Capital Management, L.P. 2.80% Add +48.1% 246,872 $57.0M
DigitalBridge Group, Inc. 4.42% Add +38.2% 246,797 $57.0M
Clough Capital Partners L P 5.12% Add +12.0% 246,796 $57.0M
Middleton & Co. Inc. 6.05% Reduce -0.1% 246,702 $56.9M
Exencial Wealth Advisors, LLC 1.80% Reduce -2.5% 246,549 $56.9M
Westpac Banking Corp. 3.58% Reduce -6.3% 245,711 $56.7M
Baltimore-Washington Financial Advisors, Inc. 2.36% Add +2.1% 244,874 $56.5M
Mark Asset Management LP 6.32% Reduce -6.4% 244,503 $56.4M
Diversified Trust Co. 1.04% Reduce -3.5% 244,144 $56.4M
Level Four Advisory Services, LLC 1.84% Add +7.6% 243,957 $56.3M
Harbor Investment Advisory, LLC 4.22% Add +2.4% 309,697 $56.2M
Moody LYNN Lieberson & Walker, LLC 2.97% Reduce -2.7% 242,736 $56.0M
FineMark National Bank & Trust 1.74% Reduce -0.8% 241,620 $55.8M
UNIVEST FINANCIAL Corp 2.96% Reduce -0.3% 241,584 $55.8M
Modera Wealth Management, LLC 0.64% Reduce -0.4% 241,287 $55.7M
Sit Investment Associates Inc. 1.09% Reduce -0.9% 240,189 $55.4M
First National Trust Co 1.85% Reduce -0.3% 240,012 $55.4M
Rwa Wealth Partners, LLC 0.61% Add +9.2% 239,876 $55.4M
Lombard Odier Asset Management (Europe) Ltd 4.21% New 239,824 $55.4M
Baskin Financial Services Inc. 4.16% Reduce -0.8% 239,521 $55.3M
Pallas Capital Advisors LLC 1.82% Add +3.8% 238,235 $55.0M
GC Wealth Management RIA, LLC 2.01% Reduce -34.8% 237,703 $54.9M
Foster Dykema Cabot & Partners, LLC 3.37% Reduce -1.5% 237,246 $54.8M
Cambiar Investors LLC 2.45% Reduce -3.5% 237,115 $54.7M
Brooklyn Investment Group 2.51% Add +103.8% 234,597 $54.4M
Wesleyan Assurance Society 3.14% Add +0.6% 235,680 $54.4M
Eagle Global Advisors LLC 2.00% Reduce -0.1% 234,721 $54.2M
Hemenway Trust Co LLC 4.14% Reduce -0.1% 234,574 $54.1M
GTS Securities LLC 1.85% Add +23.6% 234,434 $54.1M
One Madison Group LLC 6.23% Reduce -10.0% 234,000 $54.0M
Compound Planning, Inc. 1.60% Add +31.3% 233,958 $54.0M
Torque Asset Management LLC 18.69% Add +5.0% 233,657 $53.9M
Ursa Fund Management, LLC 4.64% New 233,500 $53.9M
Venator Management LLC 12.10% Add +4.5% 232,257 $53.6M
Cortland Associates Inc. 6.75% Reduce -1.7% 231,650 $53.5M
Larson Financial Group LLC 1.78% Add +5.5% 230,702 $53.3M
Gavilan Investment Partners LLC 12.75% No change 230,000 $53.1M
Moors & Cabot, Inc. 2.27% Add +3.3% 229,566 $53.0M
Accredited Investors Inc. 2.81% Reduce -1.3% 229,404 $53.0M
Adell Harriman & Carpenter Inc. 3.15% Add +5.9% 228,862 $52.8M
Mirae Asset Securities (usa) Inc. 2.07% Add +288.6% 226,143 $52.2M
ARP Global Capital Ltd 15.74% — 226,000 $52.2M
Callahan Advisors, LLC 4.29% Add +0.9% 225,933 $52.1M
Martingale Asset Management L P 1.33% Reduce -2.6% 225,902 $52.1M
Dnca Finance 3.06% Add +5.0% 225,500 $52.0M
Systematic Alpha Investments, LLC 1.62% Reduce 0.0% 225,499 $52.0M
North Star Asset Management Inc. 2.10% Add +0.9% 225,424 $52.0M
Global X Japan Co., Ltd. 3.93% Add +27.6% 223,967 $51.7M
Weatherly Asset Management L. P. 3.97% Reduce -0.9% 223,567 $51.6M
Trybe Capital Management LP 9.23% No change 222,623 $51.4M
Weitz Investment Management, Inc. 3.05% No change 222,500 $51.4M
Parsons Capital Management Inc. 2.82% Reduce -0.4% 222,255 $51.3M
Plato Investment Management Ltd 3.35% Add +0.3% 220,692 $51.2M
Cary Street Partners Financial LLC 1.27% Add +3.4% 221,630 $51.2M
Norris Perne & French LLP 3.39% Reduce -1.3% 221,529 $51.1M
United Asset Strategies, Inc. 3.94% Reduce -0.1% 221,108 $51.0M
Mutual Advisors, LLC 1.09% Reduce -0.6% 219,890 $50.8M
B. Riley Wealth Advisors, Inc. 2.40% Reduce -3.5% 219,555 $50.7M
Marex Group Ltd 0.55% Add +77.7% 219,389 $50.6M
Gemsstock Ltd. 6.37% New 219,100 $50.6M
Stonebridge Capital Advisors LLC 3.49% Add +1.9% 218,516 $50.4M
Aljian Capital Management, LLC 10.02% Reduce -1.3% 218,092 $50.3M
GAMMA Investing LLC 2.53% Add +7.2% 217,803 $50.3M
Manitou Investment Management Ltd. 8.79% Add +0.9% 217,377 $50.2M
Value Partners Investments Inc. 3.85% Add +0.2% 217,211 $50.1M
Narwhal Capital Management 3.63% Add +2.3% 216,606 $50.0M
YHB Investment Advisors, Inc. 3.45% Reduce -0.4% 216,579 $50.0M
Gladstone Institutional Advisory LLC 1.87% Reduce -0.9% 214,833 $49.6M
China Universal Asset Management Co., Ltd. 3.79% Reduce -12.2% 214,076 $49.4M
J. Goldman & Co LP 1.91% Add +18.0% 213,358 $49.2M
CORDA Investment Management, LLC. 3.58% Add +0.7% 213,250 $49.2M
Long Focus Capital Management, LLC 2.45% New 213,155 $49.2M
Sowell Financial Services LLC 1.80% Add +0.6% 212,704 $49.1M
Provident Investment Management, Inc. 4.46% Reduce -2.5% 212,491 $49.0M
Aviso Financial Inc. 1.86% Add +314.9% 212,459 $49.0M
Washington Trust Advisors, Inc. 3.72% Reduce -1.5% 211,016 $48.7M
Roundview Capital LLC 2.99% Add +0.9% 210,342 $48.6M
Guinness Asset Management LTD 0.79% Reduce -0.0% 208,917 $48.5M
Sumitomo Mitsui Financial Group, Inc. 0.86% Add +5.3% 209,985 $48.5M
Caisse Des Depots Et Consignations 1.10% No change 209,865 $48.4M
VestGen Advisors, LLC 2.06% Add +38.0% 209,843 $48.4M
Ingalls & Snyder LLC 1.78% Add +1.3% 209,356 $48.3M
Tamar Securities, LLC 5.11% Add +1.7% 208,880 $48.2M
Cyndeo Wealth Partners, LLC 2.59% Add +1.4% 208,410 $48.1M
Intesa Sanpaolo S.p.A. 3.09% — 206,586 $48.0M
Trajan Wealth LLC 2.00% Add +1.4% 207,871 $48.0M
IHT Wealth Management, LLC 1.17% Add +0.6% 207,952 $48.0M
SVB Wealth LLC 2.83% Reduce -16.0% 207,684 $47.9M
Beck Mack & Oliver LLC 0.87% Add +14.5% 207,359 $47.9M
Insigneo Advisory Services, LLC 3.43% Reduce -7.9% 206,809 $47.7M
Knollwood Investment Advisory, LLC 4.48% Reduce -0.1% 206,729 $47.7M
Sora Investors LLC 4.09% Add +31.0% 205,797 $47.5M
Benchstone Capital Management LP 5.35% Add +83.7% 205,764 $47.5M
Meeder Advisory Services, Inc. 2.03% Add +6.6% 205,263 $47.4M
Milestones Administradora de Recursos Ltda. 15.59% Reduce -6.0% 204,480 $47.2M
WestEnd Advisors, LLC 1.10% Reduce -3.6% 204,420 $47.2M
Highland Capital Management, LLC 2.34% Reduce -2.3% 203,882 $47.1M
U.S. Capital Wealth Advisors, LLC 1.23% Add +1.0% 203,504 $47.0M
Wedbush Fund Advisers, LLC 4.85% — 203,322 $46.9M
Dorsey & Whitney Trust CO LLC 2.47% Add +4.5% 202,597 $46.8M
Cornerstone Investment Partners, LLC 1.81% New 202,491 $46.7M
Vantage Investment Partners, LLC 3.12% No change 202,478 $46.7M
Nichols & Pratt Advisers LLP 2.92% Add +0.9% 202,451 $46.7M
Am Investment Strategies LLC 9.60% Add +0.1% 200,155 $46.2M
Telemark Asset Management, LLC 4.61% No change 200,000 $46.2M
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 2.23% Reduce -33.3% 200,000 $46.2M
Meiji Yasuda Asset Management Co Ltd. 2.21% Reduce -3.5% 199,498 $46.0M
CenterBook Partners LP 2.24% Add +8.6% 198,871 $45.9M
Coalescence Partners Investment Management, LP 10.80% No change 198,655 $45.9M
Private Advisory Group LLC 3.60% Add +3.9% 198,144 $45.7M
Ycg, LLC 3.45% Reduce -42.4% 198,050 $45.7M
American National Bank & Trust 4.32% Add +0.9% 197,910 $45.7M
Ithaka Group LLC 8.14% Add +1.4% 197,888 $45.7M
SouthState Bank Corp 2.04% Add +1.5% 197,598 $45.6M
Pittenger & Anderson Inc. 1.75% Reduce -0.7% 196,664 $45.4M
Gerber Kawasaki Wealth & Investment Management 1.58% Add +5.1% 196,357 $45.3M
Centaurus Financial, Inc. 2.07% Reduce -3.3% 195,904 $45.2M
Horiko Capital Management LLC 9.95% Add +0.8% 195,284 $45.1M
Range Rock Capital, LLC 15.56% — 193,987 $44.8M
GAM Holding AG 2.85% Reduce -3.6% 193,517 $44.7M
Blue Grotto Capital, LLC 4.58% Reduce -24.2% 193,250 $44.6M
Titan Investment Solutions Ltd 5.35% — 192,533 $44.4M
Ashton Thomas Private Wealth, LLC 1.08% Reduce -0.2% 192,042 $44.3M
Montag A & Associates Inc. 2.03% Reduce -2.6% 191,934 $44.3M
Mill Capital Management, LLC 3.19% Add +0.3% 191,234 $44.1M
TCTC Holdings, LLC 1.32% Reduce -3.1% 191,079 $44.1M
Soltis Investment Advisors LLC 2.90% Add +18.9% 190,580 $44.0M
S&co Inc. 2.73% Add +0.8% 190,573 $44.0M
Forbes J M & Co. LLP 3.56% Add +0.8% 190,229 $43.9M
Regents Gate Capital LLP 14.02% No change 189,680 $43.8M
Means Investment Co., Inc. 3.69% Reduce -0.5% 189,568 $43.8M
Park National Corp. 1.36% Add +0.8% 189,058 $43.6M
Foster Victor Wealth Advisors, LLC 2.54% Reduce -1.3% 182,061 $43.5M
Div Capital Phoenix Assets Ltd 10.97% — 187,838 $43.4M
Nixon Peabody Trust Co. 3.28% Reduce -4.7% 187,442 $43.3M
Burney Co./ 1.35% Add +35.0% 187,380 $43.3M
Ballentine Partners, LLC 0.61% Reduce -2.6% 187,127 $43.2M
Square Wave Capital, LLC 10.02% New 186,700 $43.1M
Beese Fulmer Investment Management, Inc. 2.79% Add +2.2% 185,844 $42.9M
Rollins Financial Advisors, LLC 6.29% Reduce -1.3% 185,605 $42.8M
TruWealth Advisors, LLC 2.09% Add +1.0% 185,485 $42.8M
Avestar Capital, LLC 2.92% Reduce -1.4% 184,015 $42.5M
Oriental Harbor Investment Master Fund 3.22% Add +2.4% 183,690 $42.4M
Zions Bancorporation, National Association 1.95% Reduce -0.3% 183,177 $42.3M
Joel Isaacson & Co., LLC 1.39% Reduce -0.6% 182,952 $42.2M
Nan Fung Trinity (hk) Ltd. 3.34% Add +15.9% 182,708 $42.2M
First American Trust, FSB 2.90% Add +2.0% 182,470 $42.1M
ARS Investment Partners, LLC 2.46% Add +3.0% 182,303 $42.1M
DV Trading LLC 3.64% — 182,105 $42.0M
Clifford Swan Investment Counsel LLC 1.39% Add +0.8% 181,840 $42.0M
Act Two Investors LLC 7.54% Reduce -3.3% 181,545 $41.9M
Moneta Group Investment Advisors LLC 0.32% Add +0.3% 181,075 $41.8M
Evelyn Partners Investment Management Services Ltd 5.22% Add +0.7% 180,519 $41.7M
Smith Chas P & Associates Pa Cpas 2.19% Add +69.4% 180,494 $41.7M
Edgemoor Investment Advisors, Inc. 3.24% Reduce -0.8% 180,064 $41.6M
KMG Fiduciary Partners, LLC 2.95% Reduce -0.9% 180,060 $41.6M
Appleton Partners Inc. 2.74% Reduce -0.5% 179,908 $41.5M
Focus Partners Advisor Solutions, LLC 0.51% Reduce -2.1% 179,760 $41.5M
International Assets Investment Management, LLC 2.84% Reduce -10.1% 179,677 $41.5M
Anderson Hoagland & Co. 3.57% Add +5.6% 179,648 $41.5M
DDD Partners, LLC 2.64% Add +0.5% 179,593 $41.5M
Boothbay Fund Management, LLC 1.11% Add +24.4% 179,573 $41.4M
Teamwork Financial Advisors, LLC 4.40% Add +2.9% 178,916 $41.3M
Jag Capital Management, LLC 4.48% Reduce -6.5% 178,687 $41.2M
Silicon Valley Capital Partners 3.75% Add +11.2% 178,619 $41.2M
Ally Financial Inc. 5.02% No change 178,000 $41.1M
Granite Investment Partners, LLC 2.43% Reduce -3.6% 177,558 $41.0M
Simon Quick Advisors, LLC 1.78% Reduce -0.1% 176,604 $40.8M
MidFirst Bank 3.24% — 182,661 $40.7M
Headlands Technologies LLC 3.39% Reduce -12.8% 175,827 $40.6M
GCM Grosvenor Holdings, LLC 5.73% Reduce -2.7% 175,088 $40.4M
Woodson Capital Management, LP 6.24% Add +34.6% 175,000 $40.4M
Lyell Wealth Management, LP 2.92% Add +2.9% 174,649 $40.3M
Renaissance Group LLC 1.61% Reduce -3.3% 173,971 $40.2M
Dynamic Advisor Solutions LLC 1.29% Reduce -11.7% 173,677 $40.1M
Dash Acquisitions Inc. 8.35% Add +3.4% 171,896 $40.1M
DE Burlo Group Inc. 4.84% Add +11.6% 172,835 $39.9M
Ascent Group, LLC 1.36% Add +4.7% 172,532 $39.8M
Clearline Capital LP 3.00% Add +83.5% 172,453 $39.8M
PFG Investments, LLC 1.88% Add +8.7% 172,424 $39.8M
Wedmont Private Capital 1.38% Add +0.8% 164,468 $39.7M
Ancora Advisors LLC 0.82% Reduce -42.4% 171,818 $39.7M
Dupont Capital Management Corp. 4.47% Reduce -12.0% 171,575 $39.6M
Thoroughbred Financial Services, LLC 2.34% Add +1.9% 171,085 $39.5M
FRG Family Wealth Advisors LLC 6.13% Reduce -0.3% 171,040 $39.5M
Waters Parkerson & Co., LLC 1.93% Add +2.5% 170,389 $39.3M
Vancity Investment Management Ltd 5.35% Reduce -3.8% 170,335 $39.3M
PKO Investment Management Joint-Stock Co 3.13% No change 170,000 $39.2M
GAMCO Investors 0.38% Reduce -1.1% 169,727 $39.2M
Washington Trust Bank 2.73% Add +30.8% 168,825 $39.0M
Petredis Investment Advisors LLC 3.05% Reduce -1.3% 168,480 $38.9M
Integrity Alliance, Llc. 1.42% Add +25.0% 168,409 $38.9M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 2.54% Add +13.8% 168,405 $38.9M
EULAV Asset Management 1.03% Add +14.7% 168,013 $38.8M
Nwam LLC 2.16% Add +0.2% 162,664 $38.7M
ADAPT Investment Managers SA 7.82% Add +81.2% 167,550 $38.7M
Alberta Investment Management Corp 0.26% Add +5.3% 167,500 $38.7M
M.D. Sass, LLC 3.05% Add +312.8% 167,474 $38.7M
Robertson Stephens Wealth Management, LLC 1.09% Add +21.6% 166,935 $38.5M
Rit Capital Partners PLC 8.60% Reduce -0.7% 166,600 $38.5M
Villere St Denis J & Co. LLC 3.93% Reduce -4.5% 165,903 $38.3M
Reynders McVeigh Capital Management, LLC 1.78% Reduce -1.9% 164,705 $38.0M
Krilogy Financial LLC 1.29% Add +12.5% 159,365 $38.0M
Tritonpoint Wealth, LLC 3.85% Reduce -6.4% 164,509 $38.0M
Principle Wealth Partners LLC 2.14% Add +2.4% 164,361 $37.9M
Generali Powszechne Towarzystwo Emerytalne 6.44% No change 163,000 $37.6M
Modern Wealth Management, LLC 0.68% Add +3.1% 162,103 $37.4M
Auxano Advisors, LLC 7.38% Reduce -1.4% 162,011 $37.4M
CX Institutional 1.11% Add +4.1% 161,506 $37.3M
Strategic Planning Group, LLC 4.79% Add +5.1% 161,210 $37.2M
Cornerstone Capital, Inc. 3.66% Add +1.3% 160,838 $37.1M
ARS Wealth Advisors Group, LLC 3.34% Add +2.6% 160,562 $37.1M
Addenda Capital Inc. 1.09% Add +315.5% 160,375 $37.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.88% Add +2.0% 160,374 $37.0M
Owl Creek Asset Management, L.P. 4.45% Reduce -17.6% 160,230 $37.0M
General Pension Society PZU Joint Stock Co 7.47% Add +23.2% 160,172 $37.0M
St Germain D J Co. Inc. 1.44% Add +3.7% 160,075 $36.9M
Fiduciary Alliance LLC 2.42% Add +5.5% 160,005 $36.9M
Proem Advisors LLC 12.43% Add +430.0% 159,000 $36.7M
Estuary Capital Management LP 6.52% New 158,800 $36.7M
Clarity Financial LLC 3.36% Add +42.2% 157,618 $36.4M
BLB&B Advisors, LLC 1.52% Add +0.3% 157,134 $36.3M
AMS Capital Ltda 13.97% Reduce -24.6% 156,405 $36.1M
TD Private Client Wealth LLC 0.77% Reduce -0.6% 156,133 $36.0M
Flagship Harbor Advisors, LLC 1.70% Reduce -14.7% 155,953 $36.0M
Equitable Trust Co. 1.60% Reduce -1.0% 155,695 $35.9M
Harvey Capital Management Inc. 7.66% Reduce -0.0% 155,677 $35.9M
Valiant Capital Management, L.P. 3.01% Reduce -3.9% 155,404 $35.9M
Lee Danner & Bass Inc. 2.57% Add +0.9% 155,346 $35.9M
Elevation Point Wealth Partners, LLC 1.72% Add +92.6% 155,250 $35.8M
Arax Advisory Partners 1.04% Reduce -57.3% 121,464 $35.8M
Deltec Asset Management LLC 5.93% Add +0.3% 155,001 $35.8M
KCM Capital Inc 7.19% — 155,000 $35.8M
Governors Lane LP 3.32% Add +197.2% 154,973 $35.8M
Beaumont Financial Advisors, LLC 2.35% Reduce -3.9% 154,701 $35.7M
Kingswood Wealth Advisors, LLC 1.72% Add +22.4% 154,472 $35.7M
GW Henssler & Associates Ltd. 1.71% Reduce -0.5% 154,341 $35.6M
Vest Financial, LLC 0.45% Add +21.5% 154,211 $35.6M
Solidarity Wealth, LLC 7.28% Add +17.2% 154,080 $35.6M
Amica Mutual Insurance Co. 3.08% Reduce -4.3% 153,526 $35.4M
Capital Wealth Planning, LLC 0.23% Add +69.7% 153,336 $35.4M
Stratos Wealth Advisors, LLC 1.71% Add +11.2% 153,254 $35.4M
Harbor Advisors LLC 5.31% Reduce -1.0% 153,200 $35.4M
Evoke Wealth, LLC 0.68% Add +4.4% 152,298 $35.2M
Farmers & Merchants Investments Inc. 0.97% Add +12.8% 151,881 $35.1M
Wilmington Savings Fund Society, FSB 0.82% Reduce -1.1% 151,839 $35.0M
Walleye Trading LLC 0.56% Reduce -34.4% 151,735 $35.0M
Jessup Wealth Management, Inc 11.56% Add +5.6% 151,468 $35.0M
Coastline Trust Co 3.28% Add +16.1% 151,152 $34.9M
Western Wealth Management, LLC 1.61% Add +2.5% 151,124 $34.9M
MASTERINVEST Kapitalanlage GmbH 3.30% Reduce -1.2% 149,577 $34.8M
W.G. Shaheen & Associates DBA Whitney & Co 2.76% Add +8.8% 150,339 $34.7M
Elequin Capital, LP 5.32% Reduce -40.0% 150,000 $34.6M
Praxis Investment Management Inc. 2.05% Reduce -14.4% 149,724 $34.6M
Maxi Investments CY Ltd 6.27% Add +186.7% 149,506 $34.5M
German American Bancorp, Inc. 2.94% Reduce -1.3% 149,477 $34.5M
Abner Herrman & Brock LLC 3.50% Reduce -0.3% 148,346 $34.2M
Chicago Partners Investment Group LLC 0.84% Add +6.5% 142,942 $34.2M
Trinity Street Asset Management LLP 2.14% Reduce -4.5% 147,801 $34.1M
Two Creeks Capital Management, LP 2.79% New 147,575 $34.1M
CCM Investment Advisers LLC 3.26% Add +2.2% 147,399 $34.0M
Makena Capital Management LLC 4.07% Reduce -15.1% 147,183 $34.0M
Sawgrass Asset Management LLC 4.24% Reduce -4.8% 147,036 $33.9M
Meritage Portfolio Management 2.25% Reduce -1.9% 146,937 $33.9M
Ratan Capital Management LP 9.30% Add +166.2% 149,047 $33.8M
Synergy Asset Management, LLC 3.52% Reduce -43.2% 146,497 $33.8M
FJ Investments, LLC 2.13% No change 146,071 $33.7M
Scopia Capital Management LP 7.13% Reduce -29.8% 145,964 $33.7M
Howe & Rusling Inc. 2.23% Add +2.3% 145,785 $33.7M
Overbrook Management Corp 5.80% Reduce -1.5% 145,588 $33.6M
Colonial Trust Advisors 2.52% Add +3.3% 145,211 $33.5M
Blue Chip Partners, LLC 2.43% Add +2.2% 144,878 $33.4M
Integrated Advisors Network LLC 1.48% Reduce -1.3% 144,651 $33.4M
Guyasuta Investment Advisors Inc. 1.90% Add +1.5% 144,540 $33.4M
Professional Advisory Services Inc. 3.94% Add +0.6% 144,483 $33.4M
Jaffetilchin Investment Partners, LLC 1.95% Reduce -3.0% 144,445 $33.3M
Waratah Capital Advisors Ltd. 2.53% New 144,186 $33.3M
Banco BTG Pactual S.A. 5.89% Add +3.8% 144,000 $33.2M
WS Management LLLP 4.43% Reduce -30.3% 143,503 $33.1M
Hardman Johnston Global Advisors LLC 1.56% Add +55.6% 142,158 $32.8M
Strategic Wealth Investment Group, LLC 4.03% Reduce -29.2% 142,132 $32.8M
Lowe Brockenbrough & Co. Inc. 1.61% Add +2.0% 141,851 $32.7M
Generali Investments, Management Co LLC 6.51% Add +4.7% 141,536 $32.7M
McMillan Office, Inc. 3.93% — 141,333 $32.6M
GM Advisory Group, LLC 1.28% Add +31.8% 141,203 $32.6M
Belpointe Asset Management LLC 1.18% Add +0.5% 141,177 $32.6M
BTC Capital Management, Inc. 2.27% Add +0.8% 140,896 $32.6M
Hartline Investment Corp./ 3.52% Add +0.3% 140,974 $32.5M
Sagespring Wealth Partners, LLC 0.59% Add +4.3% 203,000 $32.5M
KTF Investments, LLC 5.33% — 140,653 $32.5M
Osborne Partners Capital Management, LLC 1.67% Reduce -0.4% 140,311 $32.4M
Maestria Partners LLC 9.48% No change 140,167 $32.4M
Smartleaf Asset Management LLC 1.23% Add +22.8% 139,112 $32.3M
Slow Capital, Inc. 3.86% Reduce -2.4% 139,965 $32.3M
ProVise Management Group, LLC 2.29% Add +1.0% 139,515 $32.2M
Connors Investor Services Inc. 2.77% Add +0.5% 139,450 $32.2M
Sone Capital Management, LLC 2.61% Add +82.4% 139,278 $32.1M
Invictus Private Wealth, LLC 1.95% Add +2.5% 139,239 $32.1M
Garde Capital, Inc. 1.90% Add +25.4% 139,181 $32.1M
Westwind Capital 6.56% Reduce -2.6% 139,093 $32.1M
Jacobs & Co. 3.03% Reduce -0.4% 138,897 $32.1M
Frank, Rimerman Advisors LLC 2.03% Add +7.5% 138,533 $32.0M
EverSource Wealth Advisors, LLC 1.18% Add +16.0% 138,496 $32.0M
Savvy Advisors, Inc. 1.03% Add +26.3% 138,494 $32.0M
True North Advisors, LLC 4.13% Reduce -0.3% 138,372 $31.9M
Procyon Advisors, LLC 1.58% Add +29.4% 138,313 $31.9M
Pictet North America Advisors SA 3.02% Reduce -6.6% 138,030 $31.9M
Harbour Investments, Inc. 0.65% Add +12.2% 137,912 $31.8M
Burns J W & Co. Inc. 3.52% Add +0.1% 137,647 $31.8M
Birinyi Associates Inc. 7.94% Reduce -5.4% 137,628 $31.8M
Capco Asset Management, LLC 7.75% Reduce -1.6% 137,308 $31.7M
Bragg Financial Advisors, Inc 1.03% Reduce -0.3% 137,188 $31.7M
Concentric Capital Strategies, LP 1.64% Add +25.3% 137,150 $31.7M
Arkfeld Wealth Strategies, L.L.C. 10.88% Reduce -0.3% 130,973 $31.6M
Coerente Capital Management 5.77% Add +3.2% 136,985 $31.6M
Azimuth Capital Investment Management LLC 1.13% Add +17.3% 136,907 $31.6M
Fulton Bank, N.A. 1.09% Reduce -7.8% 136,873 $31.6M
Arvest Bank Trust Division 1.71% Add +22.8% 136,849 $31.6M
Xcel Wealth Management, LLC 8.21% Reduce -0.3% 136,370 $31.5M
Stansberry Asset Management, LLC 3.23% Add +4.4% 136,330 $31.5M
Pine Valley Investments Ltd Liability Co 1.57% Add +12.0% 136,042 $31.4M
AlphaCore Capital LLC 0.70% Add +24.6% 135,315 $31.2M
CRA Financial Services, LLC 4.09% Reduce -0.2% 135,250 $31.2M
SP Asset Management LLC 2.47% No change 135,178 $31.2M
RPG Investment Advisory, LLC 3.54% Add +1.0% 135,116 $31.2M
Novare Capital Management LLC 2.34% Reduce -0.9% 134,987 $31.2M
Sirios Capital Management L P 3.86% Add +0.9% 134,308 $31.0M
Northside Capital Management, LLC 2.69% Reduce -1.9% 134,139 $31.0M
Aviance Capital Partners, LLC 3.56% Add +1.1% 133,946 $30.9M
Payden & Rygel 2.15% Reduce -1.0% 133,800 $30.9M
Leo Wealth, LLC 2.23% Add +44.1% 133,098 $30.7M
Y.D. More Investments Ltd 1.47% Add +12.8% 133,048 $30.7M
Caldwell Trust Co 2.73% Add +0.0% 132,950 $30.7M
GDS Wealth Management 1.92% Add +1.6% 132,676 $30.6M
Buffalo Business & Estate Services Ltd. 4.39% — 132,512 $30.6M
Arthur M. Cohen & Associates, LLC 4.98% Add +1.3% 132,224 $30.5M
StoneX Group Inc. 1.33% Reduce -5.9% 131,957 $30.5M
Coastal Bridge Advisors, LLC 2.28% Add +0.6% 132,027 $30.5M
First Merchants Corp. 1.12% Add +2.4% 130,926 $30.2M
Cullinan Associates Inc. 2.04% Add +15.3% 130,713 $30.2M
Rothschild Capital Partners, LLC 7.12% Reduce -10.4% 130,642 $30.2M
Bender Robert & Associates 6.26% Reduce -0.7% 130,521 $30.1M
Red Door Wealth Management, LLC 3.13% Add +5.7% 130,502 $30.1M
Advaya LLP 19.67% — 130,500 $30.1M
3G Capital Partners LP 7.07% New 130,000 $30.0M
Aaron Wealth Advisors LLC 1.67% Add +25.0% 129,910 $30.0M
Capital Investment Services of America, Inc. 2.83% Reduce -1.9% 129,755 $30.0M
Everest Financial Group LLC 6.70% — 129,656 $29.9M
Jacobson & Schmitt Advisors, LLC 5.03% Add +1.6% 129,435 $29.9M
HS Management Partners, LLC 6.37% Reduce -34.7% 129,395 $29.9M
J.P. Marvel Investment Advisors, LLC 4.13% Reduce -5.0% 128,767 $29.7M
Trifecta Capital Advisors, LLC 4.39% Add +1.3% 128,481 $29.7M
Sander Capital Advisors Inc. 14.07% Reduce -8.9% 128,023 $29.6M
Forum Financial Management, LP 0.38% Add +8.5% 127,950 $29.5M
Bridgeway Capital Management, LLC 0.62% Add +1.2% 127,462 $29.4M
AMG National Trust Bank 0.69% Reduce -0.2% 127,173 $29.4M
McDonough Capital Management, Inc 14.31% Add +0.2% 126,580 $29.2M
Sava Infond d.o.o. 3.94% Add +4.0% 126,420 $29.2M
Quantum Private Wealth, LLC 8.51% Reduce -0.4% 126,301 $29.2M
Conway Capital Management, Inc. 12.37% Reduce -0.0% 126,291 $29.2M
Mizuho Markets Americas LLC 0.62% Reduce -28.4% 126,000 $29.1M
Matrix Asset Advisors Inc. 2.60% Reduce -0.4% 125,319 $28.9M
Sand Hill Global Advisors, LLC 1.01% Add +0.8% 125,196 $28.9M
Infinitum Asset Management, LLC 4.27% No change 125,000 $28.9M
Shellback Capital, LP 2.75% Add +525.0% 125,000 $28.9M
Viewpoint Capital Management LLC 12.47% Add +1.2% 124,763 $28.8M
Symmetry Investments LP 5.36% Reduce -14.5% 124,633 $28.8M
Destiny Wealth Partners, LLC 3.29% Reduce -4.6% 120,319 $28.7M
Harspring Capital Management, LLC 10.63% No change 124,200 $28.7M
Phraction Management LLC 8.12% Add +1.6% 124,135 $28.7M
Arrow Capital Management, LLC 16.65% — 124,026 $28.6M
BIT Capital GmbH 1.25% Add +40.1% 123,987 $28.6M
Taikang Asset Management (Hong Kong) Co Ltd 2.83% Add +26.9% 123,781 $28.6M
Neville Rodie & Shaw Inc. 2.02% Reduce -0.2% 123,661 $28.5M
Burling Wealth Partners, LLC 4.43% Add +5.7% 123,404 $28.5M
Levin Capital Strategies, L.P. 2.47% Reduce -0.2% 123,121 $28.4M
Rheos Capital Works Inc. 1.82% Reduce -70.3% 122,800 $28.3M
Greenwood Gearhart LLC 1.56% Add +3.4% 122,783 $28.3M
Strategic Advisors LLC 4.43% Reduce -1.0% 122,653 $28.3M
Financial Engines Advisors L.L.C. 0.05% Reduce -2.7% 122,533 $28.3M
Matthew 25 Management Corp 8.65% Reduce -14.8% 122,500 $28.3M
America First Investment Advisors, LLC 5.13% Reduce -0.3% 121,965 $28.2M
Blue Fin Capital, Inc. 4.36% Reduce -4.1% 121,902 $28.1M
Alerus Financial NA 1.37% Add +1.1% 121,561 $28.1M
SummitTX Capital, L.P. 0.85% Add +351.9% 121,494 $28.0M
Simmons Bank 1.87% Add +0.3% 121,388 $28.0M
Bryn Mawr Trust Advisors, LLC 1.34% Reduce -1.9% 121,023 $27.9M
Pennant Investors, LP 6.80% No change 121,000 $27.9M
Privium Fund Management B.V. 5.14% Reduce -18.8% 121,000 $27.9M
Draper Asset Management, LLC 14.70% Add +1.6% 120,970 $27.9M
GW&K Investment Management, LLC 0.24% Reduce -10.2% 120,964 $27.9M
Biondo Investment Advisors, LLC 3.36% Reduce -1.8% 120,382 $27.8M
Liontrust Investment Partners LLP 0.41% Add +6.0% 120,336 $27.8M
Creative Financial Designs Inc. 1.75% Add +3.5% 120,257 $27.8M
Webster Bank, N. A. 2.60% Add +0.5% 120,092 $27.7M
Laura & John Arnold Foundation 4.88% — 120,000 $27.7M
Chescapmanager LLC 4.55% No change 119,500 $27.6M
WoodTrust Financial Corp 3.21% Add +1.0% 119,264 $27.5M
Schnieders Capital Management, Llc. 4.28% Add +1.0% 118,563 $27.4M
Diversify Wealth Management, LLC 1.28% Add +3.4% 112,711 $27.3M
ShawSpring Partners LLC 5.15% New 118,438 $27.3M
CoreCap Advisors, LLC 0.95% Add +5.4% 118,193 $27.3M
Altrafin AG 8.78% Add +4.2% 117,700 $27.2M
Fidelis Capital Partners, LLC 1.97% Add +4.8% 117,680 $27.2M
Great Lakes Retirement, Inc. 2.82% Add +0.1% 117,592 $27.1M
Troy Asset Management Ltd 0.70% New 117,567 $27.1M
Galvin, Gaustad & Stein, LLC 2.15% Add +3.8% 117,528 $27.1M
Third View Private Wealth, LLC 3.65% — 117,443 $27.1M
Cache Advisors, LLC 3.33% Add +57.6% 117,413 $27.1M
Titan Global Capital Management USA LLC 3.88% Add +6.3% 117,330 $27.1M
Bwcp, LP 4.49% Add +18.1% 117,219 $27.1M
Covington Investment Advisors Inc. 3.70% Reduce -1.7% 117,218 $27.1M
K.J. Harrison & Partners Inc 3.59% Reduce -3.3% 116,868 $27.0M
Bedell Frazier Investment Counselling, LLC 5.19% Add +11.0% 116,637 $26.9M
Valicenti Advisory Services Inc. 5.63% Add +0.6% 116,472 $26.9M
Hamilton Wealth, LLC 5.11% Add +6.4% 116,314 $26.8M
Stratos Investment Management, LLC 1.07% Add +11.2% 116,200 $26.8M
Blue Zone Wealth Advisors, LLC 5.11% Add +35.0% 115,837 $26.7M
Cooper Financial Group 2.84% Add +1.1% 115,662 $26.7M
Wealthcare Advisory Partners LLC 0.52% Add +12.1% 115,628 $26.7M
11 Capital Partners LP 7.93% Add +23.4% 115,450 $26.6M
Asset Advisors Investment Management, LLC 2.46% Add +1.2% 115,262 $26.6M
RFG Advisory, LLC 0.50% Reduce -1.2% 115,134 $26.6M
Quest Investment Management LLC 2.86% Reduce -5.5% 114,873 $26.5M
SlateStone Wealth, LLC 2.22% Add +4.8% 114,701 $26.5M
Tremblant Capital Group 0.67% Add +51.3% 114,555 $26.4M
Consilio Wealth Advisors, LLC 7.71% Add +17.2% 114,211 $26.4M
Fideuram Asset Management (Ireland) dac 2.09% — 123,015 $26.3M
Parkwood LLC 2.24% Add +11.5% 114,071 $26.3M
Rothschild Investment LLC 1.45% Add +2.5% 113,961 $26.3M
Keel Point, LLC 1.58% Reduce -2.0% 113,675 $26.2M
Mondrian Investment Partners LTD 0.43% Add +19.5% 113,464 $26.2M
Twin Capital Management Inc. 3.25% Reduce -0.1% 113,460 $26.2M
McDaniel Terry & Co. 2.28% Reduce -5.3% 113,347 $26.2M
NorthRock Partners, LLC 0.44% Reduce -42.1% 113,315 $26.2M
Deroy & Devereaux Private Investment Counsel Inc. 1.28% Reduce -0.8% 113,315 $26.2M
Costello Asset Management, INC 8.64% Add +2.3% 113,171 $26.1M
Riverview Capital Advisers, LLC 7.90% Reduce -0.1% 113,125 $26.1M
Zevin Asset Management LLC 3.50% Reduce -3.4% 113,085 $26.1M
Bouchey Financial Group, Ltd. 1.95% Reduce -3.3% 112,780 $26.0M
Bantamac Capital, LLC 18.37% Add +0.0% 112,587 $26.0M
Penobscot Investment Management Company, Inc. 1.96% Reduce -1.1% 112,556 $26.0M
Hidden Lake Asset Management LP 14.09% Add +233.3% 111,986 $25.8M
Syon Capital LLC 1.29% Add +13.0% 111,852 $25.8M
BNC Wealth Management, LLC 6.61% Reduce -6.1% 111,706 $25.8M
Hoffman, Alan N Investment Management 14.50% Reduce -51.0% 111,415 $25.7M
Montaka Global Pty Ltd 12.15% — 111,270 $25.7M
Financial Avengers, Inc. 10.52% Reduce -2.8% 111,209 $25.7M
CastleKnight Management LP 1.47% Add +57.3% 111,190 $25.7M
Onex Canada Asset Management Inc. 3.56% Reduce -2.9% 111,045 $25.6M
Arvin Capital Management LP 5.51% Add +3.2% 110,898 $25.6M
Linden Rose Investment LLC 21.26% — 110,837 $25.6M
Mirador Capital Partners LP 3.49% Add +8.1% 110,209 $25.4M
Rice Partnership, LLC 3.43% Add +18.1% 110,048 $25.4M
Progressive Investment Management Corp 6.07% Reduce -1.0% 109,969 $25.4M
Capital Investment Advisory Services, LLC 1.79% Add +1.7% 109,850 $25.4M
Manchester Capital Management LLC 3.45% Add +4.9% 109,804 $25.3M
Apriem Advisors 2.32% Reduce -2.0% 109,721 $25.3M
Avalon Global Asset Management LLC 5.62% No change 109,600 $25.3M
Broadleaf Partners, LLC 5.33% Reduce -0.0% 109,597 $25.3M
Essex Financial Services, Inc. 1.44% Reduce -11.1% 109,480 $25.3M
Longbow Finance SA 4.25% Reduce -31.2% 108,686 $25.1M
Icon Wealth Advisors, LLC 1.67% Add +1.6% 107,741 $25.0M
ICICI Prudential Asset Management Co Ltd 2.93% Reduce -3.9% 108,346 $25.0M
Capital Investment Counsel, Inc 2.94% Reduce -0.5% 108,261 $25.0M
Stillwater Capital Advisors, LLC 2.68% Add +1.2% 108,213 $25.0M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.72% Add +9.2% 108,152 $25.0M
Princeton Capital Management LLC 6.44% Reduce -0.4% 108,102 $25.0M
Fulcrum Capital LLC 5.00% Add +1.3% 107,962 $24.9M
Geneos Wealth Management Inc. 0.61% Add +0.9% 107,925 $24.9M
Rossmore Private Capital 2.22% Add +15.1% 107,359 $24.8M
CFM Wealth Partners LLC 3.56% Reduce -3.2% 106,734 $24.6M
Fiduciary Group, LLC 2.06% Add +1.4% 106,503 $24.6M
Quattro Financial Advisors LLC 7.33% Add +5.9% 106,364 $24.6M
Nicola Wealth Management LTD. 2.22% Reduce -8.6% 105,800 $24.4M
Turtle Creek Wealth Advisors, LLC 1.92% Add +16.9% 105,755 $24.4M
Wellington Shields Capital Management, LLC 3.55% Add +1.8% 105,442 $24.3M
First Horizon Corp. 1.09% Reduce -1.5% 105,245 $24.3M
Sfmg, LLC 1.62% Add +1.4% 104,800 $24.2M
Qtron Investments LLC 3.14% Reduce -7.7% 104,758 $24.2M
Smithbridge Asset Management Inc. 2.07% Add +37.4% 104,729 $24.2M
Ninety One SA (Pty) Ltd 1.04% Reduce -14.9% 104,496 $24.1M
Claar Advisors LLC 7.04% Add +0.3% 104,426 $24.1M
Ardmore Road Asset Management LP 1.82% New 104,235 $24.1M
Trust Asset Management LLC 1.64% Reduce -3.4% 104,149 $24.0M
Nkcfo LLC 6.94% Add +10.4% 104,037 $24.0M
MYDA Advisors LLC 6.78% Add +116.7% 104,000 $24.0M
Headwater Capital Co Ltd 4.99% Add +4.0% 104,000 $24.0M
Clear Harbor Asset Management, LLC 1.64% Add +2.2% 103,923 $24.0M
Fortis Capital Management LLC 3.18% Add +4.4% 103,727 $23.9M
FFG Partners, LLC 6.93% Reduce -0.5% 103,602 $23.9M
North Point Portfolio Managers Corp. 4.05% Add +1.1% 103,555 $23.9M
Pure Financial Advisors, LLC 0.36% Reduce -1.8% 103,312 $23.8M
Curtis Advisory Group, LLC 5.00% Add +4.5% 103,257 $23.8M
Meeder Asset Management Inc. 1.28% Reduce -19.6% 103,176 $23.8M
Fagan Associates, Inc. 3.17% Add +0.7% 103,143 $23.8M
CMH Wealth Management LLC 5.09% Reduce -0.3% 103,032 $23.8M
Highlander Partners, L.P. 8.53% No change 103,000 $23.8M
Norden Group LLC 2.33% Add +5.8% 102,948 $23.8M
Evolve Private Wealth, LLC 1.41% — 102,764 $23.7M
LSV Asset Management 0.05% Add +16.2% 102,200 $23.6M
SCS Capital Management LLC 0.25% Reduce -3.6% 102,141 $23.6M
Fort Sheridan Advisors LLC 3.00% Add +1.1% 102,120 $23.6M
Vision Retirement, LLC 6.31% — 102,031 $23.6M
Nilsine Partners, LLC 2.03% Add +5.4% 101,750 $23.5M
BlueCrest Capital Management Ltd 0.99% Reduce -63.7% 101,637 $23.5M
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 6.24% — 100,898 $23.3M
Capital Asset Advisory Services LLC 0.94% Add +0.8% 96,622 $23.3M
GLOBALT Investments LLC / GA 0.85% Add +18.4% 100,849 $23.3M
Davis-Rea LTD. 5.81% Reduce -16.6% 100,585 $23.2M
Hillsdale Investment Management Inc. 0.64% Reduce -4.6% 100,429 $23.2M
Baker Chad R 4.15% Reduce -0.1% 99,518 $23.1M
IPG Investment Advisors LLC 4.05% Add +9.1% 100,122 $23.1M
Leavell Investment Management, Inc. 0.96% Add +0.6% 100,016 $23.1M
Bluegrass Capital Partners LP 13.79% Add +25.0% 100,000 $23.1M
Guardian Point Capital, LP 7.14% No change 100,000 $23.1M
Alight Capital Management LP 6.19% Add +5.3% 100,000 $23.1M
Davidson Kempner Capital Management LP 0.47% Reduce -79.4% 100,000 $23.1M
BTG Pactual Asset Management US LLC 2.58% Add +11.9% 99,865 $23.1M
Richard C. Young & CO., LTD. 2.06% Add +4.8% 99,802 $23.0M
Cozad Asset Management Inc. 1.78% Add +2.2% 99,246 $22.9M
S-Bank Fund Management Ltd 2.97% Reduce -30.9% 99,222 $22.9M
Nicollet Investment Management, Inc. 7.23% Add +0.1% 99,025 $22.9M
Josh Arnold Investment Consultant, LLC 17.04% Reduce -13.0% 98,973 $22.8M
Physicians Financial Services, Inc. 6.13% Reduce -0.9% 98,963 $22.8M
Palisade Capital Management, LP 0.76% Add +3.1% 98,843 $22.8M
71 West Capital Partners 1.05% — 98,687 $22.8M
Jackson Hill Advisors, LLC 10.55% Add +3.7% 98,500 $22.7M
Advocacy Wealth Management, LLC 0.95% Reduce -0.7% 98,470 $22.7M
Vision Capital Management, Inc. 2.73% Reduce -1.1% 98,256 $22.7M
Prosperity Consulting Group, LLC 1.02% Add +8.3% 98,184 $22.7M
Regal Partners Ltd 1.30% Add +2.8% 97,860 $22.6M
NFSG Corp 3.50% Add +15.0% 97,716 $22.6M
Wallington Asset Management, LLC 2.86% Add +0.2% 97,667 $22.5M
Legacy Private Trust Co. 1.33% Reduce -1.0% 97,601 $22.5M
Greatmark Investment Partners, Inc. 2.66% Reduce -1.2% 97,554 $22.5M
Brevan Howard Capital Management LP 0.47% Reduce -24.1% 97,543 $22.5M
Dillon & Associates Inc. 2.90% Add +0.8% 97,288 $22.5M
Kercheville Advisors, LLC 5.89% Add +2.1% 95,901 $22.5M
1776 Wealth LLC 8.46% Reduce -0.1% 97,319 $22.5M
Evolution Wealth Advisors, LLC 2.26% Reduce -0.1% 97,249 $22.4M
Platform Wealth Management, LLC 5.97% — 97,237 $22.4M
Zuckerman Investment Group, LLC 2.01% Add +4.8% 97,179 $22.4M
SageGuard Financial Group, LLC 3.56% — 96,952 $22.4M
Marble Wealth, LLC 3.11% — 96,894 $22.4M
Sepio Capital, LP 1.22% Add +11.8% 96,860 $22.4M
Gifford Fong Associates 4.46% No change 96,793 $22.3M
Rosenblum Silverman Sutton S F Inc. 5.15% Reduce -0.5% 96,456 $22.3M
Cim, LLC 2.92% Reduce -1.5% 96,394 $22.2M
Somerville Kurt F 3.77% Reduce -2.2% 96,227 $22.2M
Perryman Financial Advisory Inc. 3.26% — 96,222 $22.2M
ArchPoint Investors 5.26% No change 96,160 $22.2M
Keystone Financial Group 1.65% Reduce -4.5% 96,111 $22.2M
Nations Financial Group Inc, /Ia/ 1.17% Add +18.2% 96,102 $22.2M
M Holdings Securities, Inc. 1.59% Add +184.3% 95,993 $22.2M
HFR Wealth Management, LLC 5.23% Reduce -0.4% 95,980 $22.2M
NBT Bank, N.A. 1.43% Reduce -1.5% 94,879 $22.1M
180 Wealth Advisors, LLC 2.52% Add +1.1% 95,822 $22.1M
Zeno Equity Partners LLP 9.17% Reduce -25.8% 95,684 $22.1M
Barlow Wealth Partners, LLC 2.38% Add +15.9% 89,099 $22.0M
Kiley Juergens Wealth Management, LLC 4.78% Add +1.6% 95,491 $22.0M
Concord Investment Counsel Inc. 7.15% Reduce -5.1% 95,393 $22.0M
Philadelphia Trust Co. 1.52% Reduce -0.8% 95,245 $22.0M
Spirepoint Private Client, LLC 2.10% Add +12.6% 95,138 $22.0M
Stockman Wealth Management, Inc. 2.56% Add +2.8% 95,003 $21.9M
Telos Capital Management, Inc. 2.04% Add +0.4% 94,822 $21.9M
Cornerstone Wealth Management, LLC 1.14% Add +0.7% 94,758 $21.9M
Transcend Capital Advisors, LLC 1.70% Reduce -6.3% 94,683 $21.9M
Hennion & Walsh Asset Management, Inc. 0.75% Add +6.0% 94,605 $21.8M
Vantage Wealth 4.71% Reduce -1.4% 94,409 $21.8M
Intellectus Partners, LLC 4.21% Reduce -4.8% 94,285 $21.8M
Capital Analysts, LLC 0.60% Reduce -1.2% 94,158 $21.7M
Folger Nolan Fleming Douglas Capital Management, Inc. 2.22% Add +0.0% 93,900 $21.7M
Warther Private Wealth, LLC 5.18% Reduce -10.9% 93,893 $21.7M
Venturi Wealth Management, LLC 0.96% Add +9.9% 93,766 $21.6M
Van Hulzen Asset Management, LLC 1.59% Add +6.6% 93,685 $21.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.59% Reduce -2.2% 93,643 $21.6M
Abacus Planning Group, Inc. 2.88% Add +0.7% 93,596 $21.6M
Sendero Wealth Management, LLC 2.39% Reduce -2.2% 93,548 $21.6M
Robinhood Asset Management, LLC 1.72% — 93,408 $21.6M
Cornerstone Wealth Group, LLC 1.47% Add +6.2% 93,394 $21.6M
Berger Financial Group, Inc 1.25% Reduce -1.3% 93,152 $21.5M
Bank of Hawaii 1.06% Add +12.7% 93,133 $21.5M
Whetstone Capital Advisors, LLC 6.70% Reduce -0.1% 93,104 $21.5M
Oxler Private Wealth LLC 6.21% Add +0.9% 92,974 $21.5M
West Branch Capital LLC 5.53% Reduce -0.9% 92,934 $21.5M
First National Advisers, LLC 2.95% Reduce -1.6% 92,823 $21.4M
Shikiar Asset Management Inc. 5.80% Reduce -1.7% 92,657 $21.4M
Cigna Investments Inc. 3.11% Reduce -1.0% 92,641 $21.4M
Meiji Yasuda America Inc 4.88% — 92,168 $21.3M
Alley Investment Management Company, LLC 2.49% Reduce -0.7% 92,138 $21.3M
Orange Investment Advisors, Inc. 2.35% Reduce -6.7% 91,957 $21.2M
Sheets Smith Wealth Management 2.33% Add +0.7% 91,880 $21.2M
Journey Strategic Wealth LLC 0.56% Add +3.6% 91,849 $21.2M
FourThought Financial Partners, LLC 1.79% Add +10.5% 91,822 $21.2M
TCV Trust & Wealth Management, Inc. 1.70% Add +2.2% 91,267 $21.1M
PKO BP BANKOWY Universal Pension Society JSC 10.64% No change 91,250 $21.1M
CSM Advisors, LLC 0.57% Add +1.3% 90,862 $21.0M
Bath Savings Trust Co 2.09% Add +3.5% 90,534 $20.9M
Black Swift Group, LLC 3.49% Add +13.6% 91,915 $20.9M
Nightview Capital, LLC 14.38% No change 90,454 $20.9M
Octavia Wealth Advisors, LLC 1.99% Reduce -4.5% 90,412 $20.9M
EMC Capital Management 9.26% Reduce -2.3% 84,235 $20.8M
AlTi Global, Inc. 0.45% Reduce -4.8% 89,931 $20.8M
Arthedge Capital Management, LLC 15.12% Reduce -10.4% 89,860 $20.7M
CapWealth Advisors, LLC 1.82% Add +0.9% 89,680 $20.7M
Meiji Yasuda Life Insurance Co 0.60% Reduce -1.2% 89,570 $20.7M
Triavera Capital LLC 9.88% Add +9.5% 89,559 $20.7M
Certuity, LLC 1.30% Add +6.4% 89,542 $20.7M
Ausdal Financial Partners, Inc. 0.96% Add +3.7% 89,518 $20.7M
Exane Asset Management 4.34% New 76,192 $20.7M
Trust Co. of Toledo NA 2.04% Add +0.4% 89,401 $20.6M
Canvas Wealth Advisors, LLC 3.50% Add +9.2% 89,292 $20.6M
1ST Source Bank 1.08% Reduce -1.4% 89,261 $20.6M
Pangea Capital Gestao de Recursos Ltda. 16.67% No change 89,221 $20.6M
Verdence Capital Advisors LLC 1.22% Add +20.2% 89,126 $20.6M
Independence Bank of Kentucky 2.56% Add +1.4% 89,001 $20.5M
Kids Capital Management, L.P. 15.82% No change 89,000 $20.5M
Saraza Management, LP 7.93% Reduce -15.2% 89,000 $20.5M
Perennial Advisors, LLC 3.44% Add +3.0% 88,950 $20.5M
Generali Investments CEE, investicni spolecnost, a.s. 1.44% Add +5.9% 88,693 $20.5M
Sound View Wealth Advisors Group, LLC 1.37% Reduce -1.1% 88,689 $20.5M
Apollon Financial, LLC 2.98% Add +2.3% 88,667 $20.5M
LRZ Capital LLC 9.24% — 88,635 $20.5M
Sage Mountain Advisors LLC 1.08% Add +2.8% 88,554 $20.4M
Golden State Wealth Management, LLC 2.16% Add +0.7% 88,416 $20.4M
Northstar Group, Inc. 2.87% Reduce -0.5% 88,186 $20.4M
Freshford Capital Management, LLC 8.16% New 88,168 $20.4M
Cooper Creek Partners Management LLC 0.96% Reduce -33.8% 88,046 $20.3M
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 2.99% New 88,000 $20.3M
Byrne Financial Freedom, LLC 9.32% Add +0.2% 87,954 $20.3M
Heron Bay Capital Management 3.86% Reduce -6.1% 87,577 $20.2M
Lynwood Price Capital Management LP 9.83% Reduce -3.9% 87,500 $20.2M
L & S Advisors Inc 2.06% Reduce -7.3% 87,403 $20.2M
Avior Wealth Management, LLC 0.63% Add +0.7% 87,308 $20.2M
Pennsylvania Capital Management Inc. 5.53% Add +0.1% 87,280 $20.1M
Brookwood Investment Group LLC 2.42% Add +0.8% 87,214 $20.1M
Sunbelt Securities, Inc. 1.34% Add +2.3% 87,180 $20.1M
Fund 1 Investments, LLC 2.91% Add +167.8% 87,020 $20.1M
Nwi Management LP 1.23% Add +176.2% 87,000 $20.1M
Intesa Sanpaolo Wealth Management 4.15% — 86,836 $20.0M
SeaCrest Wealth Management, LLC 2.02% Reduce -0.3% 82,760 $20.0M
Financiere des Professionnels - Fonds d'investissement inc. 1.14% Add +490.2% 86,540 $20.0M
Bogart Wealth, LLC 0.80% Add +1.6% 86,539 $20.0M
Morse Asset Management, Inc 4.02% Reduce -4.2% 86,361 $19.9M
River Wealth Advisors LLC 2.23% Add +4.2% 86,337 $19.9M
Ramsay, Stattman, Vela & Price, Inc. 3.58% Add +9.4% 86,140 $19.9M
ZEGA Investments, LLC 3.86% Add +10.2% 86,138 $19.9M
CloudAlpha Capital Management Limited/Hong Kong 1.79% New 86,110 $19.9M
Visionary Wealth Advisors 0.89% Add +3.6% 85,841 $19.8M
Violich Capital Management, Inc. 2.21% Add +17.6% 85,659 $19.8M
Portfolio Design Labs, LLC 3.25% Add +2.2% 85,315 $19.7M
Pragma Gestao DE Patrimonio Ltd. 8.39% Reduce -2.6% 85,300 $19.7M
Mitchell Capital Management Co. 3.51% Reduce -3.7% 85,120 $19.6M
Shepherd Financial Partners LLC 1.82% Add +0.2% 85,060 $19.6M
Fulcrum Asset Management LLP 5.45% Add +7.3% 84,275 $19.6M
Kozak & Associates, Inc. 3.78% Reduce -5.6% 78,981 $19.5M
City Holding Co. 2.40% Reduce -3.5% 84,639 $19.5M
Linscomb Wealth, Inc. 0.82% Reduce -3.7% 84,592 $19.5M
United Capital Management of KS, Inc. 2.74% Add +0.9% 84,577 $19.5M
Noesis Capital Mangement Corp. 2.83% Add +3.6% 84,418 $19.5M
Wealth Preservation Advisors, LLC 9.81% Add +0.0% 84,413 $19.5M
Columbia Asset Management 3.46% Reduce -1.2% 84,341 $19.5M
Riverstone Advisors, LLC 9.16% Add +0.5% 84,264 $19.4M
Group One Trading LLC 0.58% Add +12818.7% 84,230 $19.4M
Hamilton Capital Partners, LLC 6.46% Add +7.5% 84,214 $19.4M
Rubicon Global Capital Ltd 5.14% No change 84,000 $19.4M
Institute for Wealth Management, LLC. 2.05% Reduce -1.0% 83,922 $19.4M
Avidian Wealth Enterprises, LLC 0.70% Add +4.0% 83,709 $19.3M
Elite Wealth Management, Inc. 5.25% Reduce -37.8% 83,602 $19.3M
Bell Asset Management Ltd 5.15% Add +1.5% 83,091 $19.3M
Hilton Capital Management, LLC 1.45% Add +4.5% 83,195 $19.2M
Moran Wealth Management, LLC 0.59% Add +14.8% 83,184 $19.2M
CV Advisors LLC 4.89% Reduce -1.4% 83,016 $19.2M
Alta Fox Capital Management, LLC 4.12% No change 83,000 $19.2M
Lanark Financial, Inc. 1.44% Add +6.9% 82,930 $19.1M
Harbour Trust & Investment Management Co 1.95% Add +26.5% 82,806 $19.1M
MIG Capital, LLC 3.23% Reduce -11.3% 82,572 $19.1M
Campbell Newman Asset Management Inc. 1.39% Reduce -0.1% 82,531 $19.0M
Shufro Rose & Co. LLC 1.29% Add +3.9% 82,324 $19.0M
H Squared Management LP 16.26% — 82,225 $19.0M
Greenwood Capital Associates LLC 2.06% Reduce -3.8% 82,035 $18.9M
Titleist Asset Management, LLC 1.53% Add +23.5% 81,893 $18.9M
Darwins River Capital, LP 12.69% — 81,854 $18.9M
Ledyard National Bank 1.63% Reduce -3.9% 81,772 $18.9M
Arete Wealth Advisors, LLC 1.31% Reduce -7.8% 81,691 $18.9M
Palumbo Wealth Management LLC 4.65% Add +53.0% 81,659 $18.8M
Denali Advisors LLC 2.09% Reduce -0.5% 81,581 $18.8M
Explore Capital Management, LLC 15.59% Reduce -20.6% 81,475 $18.8M
DoubleLine ETF Adviser LP 5.64% New 81,463 $18.8M
Nemes Rush Group LLC 1.77% Add +2.9% 81,424 $18.8M
HBK Sorce Advisory LLC 0.43% Add +5.3% 89,252 $18.8M
Pinnacle Wealth Management Advisory Group, LLC 1.29% Add +6.8% 81,293 $18.8M
Algert Global LLC 0.29% Add +19.2% 81,257 $18.8M
Brandywine Global Investment Management, LLC 0.13% Reduce -0.8% 81,195 $18.7M
Winch Advisory Services, LLC 4.14% Reduce -1.2% 81,176 $18.7M
Donaldson Capital Management, LLC 0.60% Add +2.6% 81,070 $18.7M
Jackson Square Capital, LLC 3.70% Add +3.7% 81,059 $18.7M
Covenant Asset Management, LLC 3.59% Add +0.5% 80,702 $18.6M
Strategic Blueprint, LLC 1.10% Reduce -20.1% 80,681 $18.6M
Cohen Capital Management, Inc. 2.80% Add +0.4% 80,487 $18.6M
Goodman Financial Corp 3.52% Add +1.7% 80,466 $18.6M
Bank of Nova Scotia Trust Co. 1.61% Add +7.5% 80,429 $18.6M
Ameritas Advisory Services, LLC 0.69% Add +2.5% 80,259 $18.5M
Agave Capital Management Ltd 3.09% — 80,000 $18.5M
Atika Capital Management LLC 2.57% Reduce -79.8% 80,000 $18.5M
Georgetown University 7.34% No change 79,872 $18.4M
Lincoln Capital LLC 3.34% Reduce -0.5% 79,792 $18.4M
Kemnay Advisory Services Inc. 2.78% Add +7.9% 79,782 $18.4M
Angeles Wealth Management, LLC 1.02% Add +16.0% 79,781 $18.4M
Yelin Lapidot Holdings Management Ltd. 3.68% Reduce -3.3% 79,575 $18.4M
Analyst IMS Investment Management Services Ltd. 0.53% Add +5.6% 79,166 $18.3M
FAS Wealth Partners, Inc. 1.18% Add +6.9% 79,024 $18.2M
Security National Bank 2.61% Add +2.1% 78,860 $18.2M
Cadinha & Co. LLC 2.81% Reduce -31.9% 78,783 $18.2M
Koshinski Asset Management, Inc. 1.17% Add +0.0% 78,773 $18.2M
Cheviot Value Management, LLC 1.79% Add +8.2% 74,808 $18.2M
Luma Capital S.A. - SPF 17.05% — 78,747 $18.2M
Timber Creek Capital Management LLC 4.22% Add +1.1% 78,728 $18.2M
Ibex Wealth Advisors 1.78% Reduce -19.0% 78,677 $18.2M
Whalerock Point Partners, LLC 3.57% Add +1.4% 78,645 $18.2M
Providence Capital Advisors, LLC 3.05% Add +0.5% 78,643 $18.2M
Cypress Capital Group 2.03% Add +6.1% 78,453 $18.1M
Symphony Financial, Ltd. Co. 2.43% Reduce -14.2% 77,922 $18.1M
Manhattan West Asset Management, LLC 3.70% Reduce -4.2% 78,240 $18.1M
Brasada Capital Management, LP 3.11% Reduce -0.9% 79,614 $18.1M
Kanawha Capital Management LLC 1.24% Add +1.7% 77,908 $18.0M
Kenora Financial, LLC 6.04% Add +0.4% 77,793 $18.0M
Sigma Investment Counselors Inc. 0.91% Reduce -1.6% 77,775 $18.0M
LS Investment Advisors, LLC 2.51% Add +1.7% 77,743 $17.9M
Parcion Private Wealth LLC 1.09% Add +5.8% 77,714 $17.9M
Huntleigh Advisors, Inc. 3.02% Reduce -8.3% 77,579 $17.9M
Cassaday & Co Wealth Management LLC 0.38% Add +2.0% 77,378 $17.9M
Laurel Oak Wealth Management, LLC 3.01% — 77,307 $17.8M
Private Trust Co. NA 1.56% Reduce -1.3% 77,270 $17.8M
Portside Wealth Group, LLC 2.41% Reduce -0.4% 77,235 $17.8M
Kamunting Street Capital Management, L.P. 12.15% Add +1.1% 77,183 $17.8M
Whitener Capital Management, Inc. 4.03% Reduce -2.6% 76,758 $17.7M
Schmidt P J Investment Management Inc. 2.88% Add +1.1% 76,742 $17.7M
Nikulski Financial, Inc. 4.23% Add +3.0% 76,562 $17.7M
Rockport Wealth LLC 3.43% Reduce -2.0% 76,424 $17.6M
Pelham Capital Ltd. 9.37% Reduce -14.5% 76,322 $17.6M
Magnus Financial Group LLC 1.35% Add +4.5% 76,293 $17.6M
King Wealth Management Group 2.12% Add +4.3% 76,269 $17.6M
Greenland Capital Management LP 2.75% Add +165.8% 76,265 $17.6M
Verde Servicos Internacionais S.A. 5.64% Add +81.1% 76,238 $17.6M
Stanley-Laman Group, Ltd. 2.23% Add +11.0% 76,145 $17.6M
Griffin Asset Management, Inc. 1.90% Add +11.6% 75,924 $17.5M
Hendershot Investments Inc. 2.23% Add +2.0% 75,885 $17.5M
Spinnaker Trust 0.94% Add +5.6% 75,885 $17.5M
NWF Advisory Services Inc. 1.93% Reduce -1.0% 75,639 $17.5M
Bar Harbor Wealth Management 1.01% Reduce -0.4% 75,575 $17.4M
Park State Asset Management 11.69% Reduce -2.6% 75,508 $17.4M
Buck Wealth Strategies, LLC 2.20% Add +4.9% 75,256 $17.4M
Buckley Wealth Management, LLC 4.60% Reduce -0.3% 75,119 $17.3M
Holderness Investments Co. 3.52% Reduce -0.6% 75,053 $17.3M
Marietta Wealth Management, LLC 2.00% Add +2.4% 74,964 $17.3M
Goldstream Capital Management Ltd 7.10% Reduce -32.6% 74,751 $17.3M
Csenge Advisory Group 0.78% Add +3.3% 74,731 $17.2M
Private Capital Advisors, Inc. 1.76% Reduce -5.8% 74,628 $17.2M
Lazari Capital Management, Inc. 5.80% Reduce -3.7% 74,205 $17.1M
Asio Capital, LLC 2.42% Add +4.6% 74,194 $17.1M
Tompkins Financial Corp. 1.33% Reduce -2.0% 74,169 $17.1M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 4.30% Reduce -6.3% 74,069 $17.1M
Rehmann Capital Advisory Group 0.89% Add +6.4% 74,019 $17.1M
Moody National Bank Trust Division 1.64% Reduce -29.9% 74,038 $17.1M
RMR Wealth Builders 1.36% Add +2.1% 73,906 $17.1M
Kintegral Advisory, LLC 1.44% Reduce -2.7% 73,824 $17.0M
Artemis Wealth Advisors, LLC 2.84% Add +1.7% 73,803 $17.0M
9823 Capital, L.P. 11.72% — 73,687 $17.0M
Hollencrest Capital Management 0.59% Reduce -10.2% 73,614 $17.0M
Rockbridge Asset Management LLC 10.29% Reduce -5.1% 73,518 $17.0M
Longaeva Partners L.P. 2.03% Add +194.4% 73,500 $17.0M
Signal Advisors Wealth, LLC 1.35% Add +4.3% 73,486 $17.0M
S.E.E.D. Planning Group LLC 4.83% Add +0.3% 73,429 $16.9M
Haverford Trust Co 0.15% Reduce -1.5% 73,412 $16.9M
Parkside Financial Bank & Trust 1.27% Add +3.7% 73,345 $16.9M
Perennial Investment Advisors, LLC 1.34% Add +0.3% 73,305 $16.9M
Elk River Wealth Management LLC 2.72% Add +879.3% 733,450 $16.9M
SFE Investment Counsel 2.64% Reduce -4.3% 73,257 $16.9M
Cornerstone Advisory, LLC 1.61% Reduce -0.9% 73,193 $16.9M
Occudo Quantitative Strategies LP 1.13% Add +85.6% 73,110 $16.9M
Sage Capital Advisors,llc 4.01% Reduce -1.6% 73,109 $16.9M
Hodges Capital Management Inc. 1.45% Add +2.4% 73,042 $16.9M
KG Capital Management 4.34% Add +9.2% 72,944 $16.8M
Broderick Brian C 3.17% Add +0.0% 72,683 $16.8M
GeoWealth Management, LLC 0.62% Reduce -7.2% 72,607 $16.8M
Sterling Investment Advisors, Ltd. 3.08% Add +0.8% 72,553 $16.7M
Allen Mooney & Barnes Investment Advisors LLC 2.52% Add +1.0% 72,542 $16.7M
Ables, Iannone, Moore & Associates, Inc. 9.16% Reduce -0.1% 72,454 $16.7M
Torray Investment Partners LLC 2.56% Reduce -3.5% 72,420 $16.7M
Octahedron Capital Management L.P. 11.37% Add +118.1% 72,400 $16.7M
Delta Global Management LP 1.22% Reduce -68.7% 72,373 $16.7M
Mather Group, Llc. 0.17% Reduce -0.5% 72,294 $16.7M
Citizens National Bank Trust Department 2.88% Add +0.7% 72,278 $16.7M
Baxter Bros Inc. 1.93% Add +2.6% 72,215 $16.7M
Central Pacific Bank - Trust Division 2.12% Reduce -2.0% 71,968 $16.6M
Elwood Capital Partners LP 14.18% Add +14.3% 71,868 $16.6M
Arcadia Investment Management Corp. 2.69% Reduce -5.8% 71,847 $16.6M
Westover Capital Advisors, LLC 3.02% Add +0.2% 71,786 $16.6M
Anchor Investment Management, LLC 1.35% Reduce -1.7% 71,721 $16.6M
Central Bank & Trust Co. 2.56% Add +0.2% 71,640 $16.5M
Empirical Capital Management, LLC 10.86% No change 71,600 $16.5M
Bridgewater Advisors Inc. 1.07% Add +0.9% 71,429 $16.5M
Genoa Capital Gestora de Recursos Ltda. 10.47% — 71,576 $16.5M
Lake Street Private Wealth, LLC 2.03% Add +6.9% 71,456 $16.5M
HWG Holdings LP 3.99% Add +0.5% 71,422 $16.5M
SageView Advisory Group, LLC 0.56% Reduce -3.4% 71,391 $16.5M
Ironwood Investment Counsel, LLC 2.30% Add +0.3% 71,330 $16.5M
Resolute Capital Asset Partners LLC 7.94% Add +77.9% 71,158 $16.4M
Hedeker Wealth, LLC 3.45% Reduce -2.1% 71,154 $16.4M
Blue Trust, Inc. 0.19% Reduce -1.0% 71,113 $16.4M
Sargent Investment Group, LLC 2.05% Add +5.3% 70,947 $16.4M
Financial Partners Group, Inc 1.89% Add +0.3% 68,346 $16.4M
Tema ETFs LLC 1.27% Reduce -5.4% 70,805 $16.3M
Once Capital Management, LLC 4.12% No change 70,800 $16.3M
Zhang Financial LLC 0.61% Add +4.3% 70,609 $16.3M
Silver Oak Securities, Incorporated 1.10% Add +4.1% 70,040 $16.3M
PYA Waltman Capital, LLC 4.37% Reduce -3.1% 70,417 $16.3M
Family Capital Management, Inc. 7.20% Reduce -0.2% 70,259 $16.2M
Trivium Point Advisory, LLC 1.63% Reduce -28.4% 70,174 $16.2M
Rovida Investment Management Ltd 2.20% New 70,000 $16.2M
University of Texas/Texas Am Investment Management Co. 2.28% Reduce -9.9% 69,949 $16.1M
Cascade Financial Partners, LLC 1.64% Add +0.5% 69,901 $16.1M
Sandbox Financial Partners, LLC 4.46% Reduce -0.1% 69,826 $16.1M
Condor Capital Management 1.30% Reduce -1.0% 69,816 $16.1M
SevenBridge Financial Group, LLC 2.59% Reduce -0.3% 67,546 $16.1M
Premier Path Wealth Partners, LLC 2.08% Add +12.3% 69,660 $16.1M
Supplemental Annuity Collective Trust of NJ 4.15% No change 69,600 $16.1M
Berkley W R Corp. 0.92% Reduce -81.6% 69,600 $16.1M
Light Street Capital Management, LLC 2.47% Add +38.9% 69,500 $16.0M
Tufton Capital Management 2.80% Add +2.6% 69,478 $16.0M
JCIC Asset Management Inc. 4.90% Reduce -1.4% 69,392 $16.0M
Mirabaud & Cie SA 5.16% Add +5.0% 69,380 $16.0M
United Advisor Group, LLC 2.06% Reduce -0.8% 69,357 $16.0M
Nicolet Advisory Services, LLC 1.08% Add +19.1% 64,931 $16.0M
Nicholas Investment Partners, LP 1.32% Add +7.9% 69,325 $16.0M
Stenger Family Office, LLC 3.30% Add +12.8% 69,298 $16.0M
First Interstate Bank 0.86% Reduce -1.4% 69,283 $16.0M
WINTON GROUP Ltd 0.55% Add +6.9% 69,204 $16.0M
Continuum Advisory, LLC 1.60% Reduce -6.0% 69,184 $16.0M
Sierra Capital LLC 1.69% Add +2.2% 69,138 $16.0M
Journey Retirement Planning & Investment Management LLC 3.27% — 69,044 $15.9M
Cypress Asset Management Inc. 3.50% Add +0.2% 68,989 $15.9M
Hills Bank & Trust Co 0.92% Reduce -0.2% 68,883 $15.9M
Carret Asset Management, LLC 1.51% Reduce -0.3% 68,849 $15.9M
WealthPlan Investment Management, LLC 1.01% Reduce -15.8% 68,761 $15.9M
Checchi Capital Advisers, LLC 1.08% Reduce -0.9% 68,711 $15.9M
Bearing Point Capital, LLC 2.48% Add +14.2% 68,654 $15.8M
Townsend Asset Management Corp. /NC/ 5.58% Reduce -1.8% 68,581 $15.8M
Kingsman Wealth Management, Inc. 8.56% Add +0.4% 68,552 $15.8M
Everhart Financial Group, Inc. 1.47% Add +12.1% 68,540 $15.8M
D L Carlson Investment Group Inc. 2.67% Reduce -0.5% 68,520 $15.8M
Myriad Asset Management Advisors LLC 4.86% — 68,309 $15.8M
Bourgeon Capital Management LLC 2.61% Reduce -1.6% 68,089 $15.7M
Hohimer Wealth Management, LLC 2.13% Add +25.2% 68,052 $15.7M
Gryphon Financial Partners LLC 1.68% Add +7.5% 67,960 $15.7M
Intrust Bank NA 1.30% Reduce -0.2% 67,822 $15.7M
Cane Capital Partners, LLC 6.56% — 67,707 $15.6M
Parkside Investments, LLC 1.97% Reduce -12.3% 67,683 $15.6M
Cove Private Wealth, LLC 4.68% Add +5.8% 67,598 $15.6M
Motco 1.41% Reduce -0.1% 67,530 $15.6M
LaFleur & Godfrey LLC 1.89% Reduce -2.5% 67,480 $15.6M
John G Ullman & Associates Inc. 2.07% Reduce -1.2% 67,287 $15.5M
Schaper Benz & Wise Investment Counsel Inc. 1.12% Add +8.3% 67,261 $15.5M
Beck Bode, LLC 2.58% Add +3.7% 67,184 $15.5M
Clearstead Trust, LLC 2.44% Add +6.9% 67,182 $15.5M
Bulltick Wealth Management, LLC 3.29% Add +25.4% 67,096 $15.5M
Intercapital, LLC 8.12% — 67,058 $15.5M
Nvwm, LLC 3.35% Reduce -0.1% 66,766 $15.4M
Richard Bernstein Advisors LLC 0.45% Reduce -9.8% 66,685 $15.4M
Bensler, LLC 1.54% Add +3.4% 66,627 $15.4M
Texas Capital Bank Wealth Management Services Inc 0.89% Add +125.1% 66,542 $15.4M
Cullen Investment Group, LTD. 1.99% Add +6.8% 62,056 $15.4M
Regatta Capital Group, LLC 2.31% Add +0.4% 66,327 $15.3M
RKL Wealth Management LLC 1.26% Add +1.7% 66,326 $15.3M
Bridger Management, LLC 9.83% No change 66,271 $15.3M
Activest Wealth Management 2.86% Reduce -10.6% 66,218 $15.3M
North Star Investment Management Corp. 0.96% Add +1.1% 66,152 $15.3M
Townsquare Capital LLC 3.42% Reduce -10.1% 66,099 $15.3M
Aspen Grove Capital, LLC 2.64% Add +0.0% 65,930 $15.2M
NWK Group, Inc. 5.27% Reduce -0.3% 65,768 $15.2M
PDS Planning, Inc 1.01% Add +5.9% 65,738 $15.2M
Sara-Bay Financial 4.53% Add +0.7% 65,199 $15.2M
BCV Asset Management Inc. 0.38% — 71,938 $15.2M
PFG Advisors 0.74% Reduce -25.7% 65,624 $15.1M
Ravenswood Partners LP 5.04% Add +1.5% 65,485 $15.1M
Welch Group, LLC 0.58% Add +3.8% 65,396 $15.1M
RNC Capital Management LLC 0.69% Add +8.2% 65,323 $15.1M
WP Advisors, LLC 3.75% Add +121.6% 65,241 $15.1M
Threadgill Financial, LLC 6.20% Reduce -0.0% 65,195 $15.0M
Sierra Summit Advisors LLC 2.30% Add +0.5% 65,103 $15.0M
Sellaronda Global Management LP 12.97% Add +18.2% 65,000 $15.0M
QV Investors Inc. 1.23% Reduce -13.2% 64,980 $15.0M
Hutchinson Capital Management 2.57% Add +0.5% 64,912 $15.0M
Personal Cfo Solutions, LLC 2.38% Add +7.3% 64,868 $15.0M
Liberty Capital Management, Inc. 2.79% Add +0.1% 64,838 $15.0M
Claro Advisors Inc. 2.04% Add +4.1% 64,747 $14.9M
Steele Capital Management, Inc. 0.64% Reduce -1.4% 64,729 $14.9M
Scholtz & Company, LLC 6.47% Add +3.9% 64,591 $14.9M
Pacific Sage Partners, LLC 2.36% Add +0.0% 64,530 $14.9M
LVM Capital Management Ltd. 1.38% Add +1074.3% 64,503 $14.9M
Naviter Wealth, LLC 1.94% Reduce -14.9% 64,488 $14.9M
Mezzasalma Advisors, LLC 3.58% Add +10.8% 65,695 $14.9M
Jamison Private Wealth Management, Inc. 1.85% Add +1.7% 64,445 $14.9M
Advisory Alpha, LLC 0.40% Add +14.7% 64,358 $14.9M
Melqart Asset Management (UK) Ltd 1.49% Add +71.7% 64,329 $14.8M
Crescent Park Management, L.P. 10.23% Reduce -10.9% 64,187 $14.8M
Dynasty Wealth Management, LLC 0.15% Add +8.9% 64,133 $14.8M
Colonial Trust Co / SC 1.97% Add +3.6% 64,093 $14.8M
Forvis Mazars Wealth Advisors, LLC 0.28% Add +18.9% 64,019 $14.8M
Harbor Advisory Corp. 4.47% Reduce -4.5% 64,015 $14.8M
Mine & Arao Wealth Creation & Management, LLC. 5.77% Add +0.0% 63,896 $14.7M
TAGStone Capital, Inc. 5.49% Add +0.1% 63,851 $14.7M
Bell Bank 0.63% Reduce -4.0% 63,828 $14.7M
Plimoth Trust Co. LLC 3.28% Reduce -1.0% 63,779 $14.7M
Simplicity Wealth,LLC 0.88% Reduce -19.2% 63,766 $14.7M
JT Stratford LLC 1.90% Add +5.0% 63,716 $14.7M
Asset Planning,Inc 10.31% Reduce -0.7% 63,583 $14.7M
Rockland Trust Co. 0.58% Reduce -3.4% 63,370 $14.6M
Ascentis Independent Advisors 2.36% Add +9.2% 63,350 $14.6M
Kennedy Investment Group, Inc. 5.50% Reduce -1.7% 63,180 $14.6M
Cambient Family Office, LLC 2.08% — 63,155 $14.6M
WealthPLAN Partners, LLC 2.18% Add +4.0% 63,098 $14.6M
Quadcap Wealth Management, LLC 1.67% Reduce -0.6% 63,060 $14.6M
Strategic Planning, Inc. 7.84% Reduce -0.6% 63,021 $14.5M
Inscription Capital, LLC 1.49% Add +6.4% 62,989 $14.5M
Alps Advisors Inc. 0.08% Reduce -5.8% 62,956 $14.5M
Clear Creek Financial Management, LLC 1.18% Add +6.5% 62,889 $14.5M
GenTrust, LLC 0.63% Add +90.7% 62,805 $14.5M
Kidder Stephen W 4.08% Add +0.1% 62,737 $14.5M
TigerOak Management, L.L.C. 4.40% Add +1.6% 62,508 $14.4M
Tiptree Advisors, LLC 8.32% No change 62,500 $14.4M
New Hampshire Trust 2.80% Reduce -3.0% 62,427 $14.4M
Pennant Select, LLC 7.61% No change 62,300 $14.4M
Platform Technology Partners 3.06% Add +7.3% 62,282 $14.4M
Empire Financial Management Company, LLC 3.12% Reduce -0.7% 62,252 $14.4M
Kirtland Hills Capital Management, LLC 5.04% Add +40.5% 62,225 $14.4M
Legacy Advisors, LLC 1.54% Add +9.5% 62,024 $14.3M
Wealth Effects LLC 4.48% Reduce -0.2% 61,947 $14.3M
Sound Income Strategies, LLC 0.68% Add +6.9% 59,767 $14.3M
Strategic Wealth Partners, Ltd. 0.98% Add +0.2% 61,883 $14.3M
Game Creek Capital, LP 5.42% Add +13.6% 61,800 $14.3M
Duncker Streett & Co. Inc. 2.53% Reduce -0.4% 61,783 $14.3M
Bellecapital International Ltd. 2.53% Reduce -0.4% 61,685 $14.2M
Johnson Financial Group, Inc. 0.53% Add +0.3% 61,633 $14.2M
James Investment Research, Inc. 1.55% Reduce -6.4% 61,600 $14.2M
Mirabaud Asset Management Ltd 6.56% Add +11.9% 60,876 $14.2M
Grove Bank & Trust 1.59% Reduce -2.8% 61,344 $14.2M
TBH Global Asset Management, LLC 2.36% Add +23.2% 61,215 $14.1M
CFO4Life Group, LLC 2.01% Add +0.8% 61,186 $14.1M
Financial Strategies Group, Inc. 2.55% Add +2.8% 58,578 $14.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3.22% Reduce -6.9% 61,141 $14.1M
Pioneer Trust Bank N A 3.27% Reduce -0.7% 61,140 $14.1M
Delta Investment Management, LLC 2.44% Add +2.4% 60,938 $14.1M
Tradition Wealth Management, LLC 1.01% Add +0.6% 60,821 $14.0M
Wealth Alliance, LLC 1.37% Add +0.7% 60,799 $14.0M
Clarkston Capital Partners, LLC 0.32% Add +38.3% 60,771 $14.0M
Beverly Hills Private Wealth, LLC 2.44% Add +1.0% 60,729 $14.0M
East Coast Asset Management, LLC. 4.10% Reduce -1.6% 60,410 $13.9M
Community Financial Services Group, LLC 2.56% Reduce -1.8% 60,367 $13.9M
Scott & Selber, Inc. 3.49% Reduce -3.3% 60,226 $13.9M
Resonant Capital Advisors, LLC 0.76% Add +9.8% 60,098 $13.9M
Sphera Management Technology Funds Ltd 7.25% Reduce -12.4% 60,000 $13.8M
Consolidated Capital Management, LLC 4.19% Reduce -5.0% 59,962 $13.8M
Capital Group Investment Management Pte. LTD. 2.25% Add +39.4% 59,936 $13.8M
Nelson Capital Management, LLC 1.61% Reduce -2.6% 59,783 $13.8M
Sovran Advisors, LLC 1.17% Add +9.6% 57,694 $13.7M
Infusive Asset Management Inc. 5.87% Reduce -34.6% 59,501 $13.7M
Wealth Enhancement Trust Services, Inc. 1.73% — 59,477 $13.7M
Chemistry Wealth Management LLC 2.57% Add +0.1% 59,415 $13.7M
Waterloo Capital, L.P. 0.99% Add +0.8% 59,339 $13.7M
Cherry Creek Investment Advisors, Inc. 5.86% Reduce -0.6% 59,322 $13.7M
Glen Eagle Advisors, LLC 1.86% Add +0.3% 59,253 $13.7M
SG Trading Solutions, LLC 3.17% — 59,226 $13.7M
AdvisorNet Financial, Inc 0.73% Add +2.5% 59,203 $13.7M
Peterson Wealth Services 3.49% Add +3558.7% 59,161 $13.7M
Fremen Capital Management LP 11.12% — 58,888 $13.6M
Catalyst Financial Partners LLC 1.51% Add +6.6% 58,675 $13.5M
First Financial Bank - Trust Division 1.11% Reduce -0.6% 58,612 $13.5M
MADDEN SECURITIES Corp 4.12% Reduce -0.5% 58,602 $13.5M
Wealth Advisory Solutions, LLC 3.15% Reduce -0.5% 58,583 $13.5M
Wedgewood Partners Inc. 2.51% New 58,266 $13.4M
Decatur Capital Management, Inc. 5.46% Reduce -4.6% 58,190 $13.4M
Tyche Wealth Partners LLC 2.13% Add +2.9% 58,072 $13.4M
Fragasso Financial Advisors Inc 0.81% Reduce -1.4% 58,041 $13.4M
Leelyn Smith, LLC 1.93% Reduce -5.5% 57,905 $13.4M
Incline Global Management LLC 4.56% New 57,811 $13.3M
Strong Tower Advisory Services 2.38% Add +2.2% 57,610 $13.3M
Puzo Michael J 3.61% Reduce -1.0% 57,425 $13.3M
Klingman & Associates, LLC 0.64% Add +0.6% 57,335 $13.2M
Laurel Wealth Advisors LLC 1.75% Add +1.3% 57,245 $13.2M
SOA Wealth Advisors, LLC. 2.18% Reduce -0.1% 74,208 $13.2M
McCollum Christoferson Group LLC 3.81% Reduce -2.2% 57,036 $13.2M
WealthBridge Investment Counsel Inc. 3.94% Add +0.6% 56,916 $13.1M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 2.57% Add +13.9% 56,634 $13.1M
Mechanics Bank Trust Department 1.71% Add +0.5% 56,567 $13.1M
Chemung Canal Trust Co. 2.58% Reduce -0.2% 56,559 $13.1M
Tradewinds, LLC. 3.11% Reduce -2.6% 56,480 $13.0M
Janney Capital Management LLC 0.82% Reduce -0.9% 56,464 $13.0M
SeaTown Holdings Pte. Ltd. 7.55% Add +2.5% 56,400 $13.0M
Wellspring Financial Advisors, LLC 1.03% Add +119.6% 56,256 $13.0M
Kelly Lawrence W & Associates Inc. 3.24% Add +0.7% 56,340 $13.0M
Trustmark Bank Trust Department 0.82% Add +1.5% 56,330 $13.0M
Capital Planning Advisors, LLC 1.74% Reduce -2.1% 56,325 $13.0M
Westside Investment Management, Inc. 2.07% Add +1.1% 56,461 $13.0M
Avalon Capital Management 3.09% Reduce -9.4% 56,030 $12.9M
IFG Advisory, LLC 0.56% Reduce -4.7% 55,994 $12.9M
Balboa Wealth Partners 2.14% Reduce -3.5% 55,951 $12.9M
Altfest L J & Co. Inc. 1.41% Add +0.2% 55,736 $12.9M
Walter Public Investments Inc. 2.27% Reduce -20.6% 55,699 $12.9M
Searcy Financial Services Inc. 4.76% Reduce -1.8% 55,644 $12.8M
Axon Capital LP 15.43% — 55,600 $12.8M
Evelyn Partners Asset Management Ltd 3.00% Reduce -16.3% 55,456 $12.8M
GPM Growth Investors, Inc. 4.97% Add +0.9% 55,279 $12.8M
Mattson Financial Services, LLC 2.98% Add +1.4% 55,277 $12.8M
Aprio Wealth Management, LLC 0.73% Add +105.9% 55,171 $12.7M
Harmony Asset Management LLC 4.27% Add +2.2% 55,159 $12.7M
RDA Financial Network 3.06% Add +2.4% 55,112 $12.7M
TLW Wealth Management, LLC 7.33% Reduce -2.0% 55,049 $12.7M
McGuire Investment Group, LLC 1.36% Add +1.1% 54,966 $12.7M
Westend Capital Management, LLC 3.55% Add +5.3% 54,863 $12.7M
Gardner Lewis Asset Management L P 3.21% Reduce -1.4% 54,850 $12.7M
Pinnacle Wealth Planning Services, Inc. 1.32% Reduce -2.2% 54,834 $12.7M
DSG Capital Advisors, LLC 1.93% Add +3.7% 53,139 $12.7M
Consolidated Investment Group LLC 1.51% No change 54,800 $12.6M
Leeward Financial Partners, LLC 3.55% Add +1.4% 54,779 $12.6M
Pettyjohn, Wood & White, Inc. 1.98% Add +4.9% 54,763 $12.6M
Founders Financial Securities LLC 0.74% Add +9.9% 54,763 $12.6M
XML Financial, LLC 1.03% Reduce -2.6% 54,693 $12.6M
Chronos Wealth Management, LLC 5.83% Add +0.5% 54,574 $12.6M
Accent Capital Management, LLC 5.41% Reduce -0.3% 54,569 $12.6M
Accurate Wealth Management, LLC 1.60% Add +5.6% 50,968 $12.6M
Compass Capital Management, Inc. 0.70% Reduce -15.7% 54,472 $12.6M
RWQ Financial Management Services, Inc. 5.77% Reduce -32.9% 54,335 $12.5M
Guardian Wealth Advisors, LLC / NC 0.79% Add +2.1% 54,303 $12.5M
WESPAC Advisors SoCal, LLC 2.53% Add +4.7% 54,294 $12.5M
Long Corridor Asset Management Ltd 6.93% Reduce -1.6% 54,150 $12.5M
Ardsley Advisory Partners LP 1.59% Reduce -28.5% 54,000 $12.5M
Brown, Lisle/Cummings, Inc. 3.07% Add +6.2% 53,977 $12.5M
Strengthening Families & Communities, LLC 4.44% Add +3.3% 53,971 $12.5M
Little House Capital LLC 3.12% Reduce -17.3% 53,798 $12.4M
Capital City Trust Co. 2.76% Add +1.1% 53,788 $12.4M
HCR Wealth Advisors 1.23% Add +2.3% 53,788 $12.4M
CHICAGO TRUST Co NA 1.96% Reduce -2.2% 53,755 $12.4M
Morangie Management LLC 9.87% Add +2.2% 53,625 $12.4M
Rench Wealth Management, Inc. 3.55% Add +0.0% 53,623 $12.4M
Credit Industriel Et Commercial 2.83% Reduce -44.6% 53,514 $12.4M
Lakehouse Capital Pty Ltd 8.91% Reduce -22.0% 53,513 $12.4M
Kazazian Asset Management, LLC 13.00% Add +63.6% 53,500 $12.3M
Patriot Financial Group Insurance Agency, LLC 1.47% Add +14.0% 53,454 $12.3M
Wright Investors Service Inc. 3.70% Reduce -17.7% 53,414 $12.3M
Valmark Advisers, Inc. 0.15% Add +3.8% 53,402 $12.3M
Laffer Tengler Investments, Inc. 2.16% Reduce -1.8% 53,303 $12.3M
Congress Park Capital LLC 3.67% Reduce -10.5% 53,187 $12.3M
Mission Creek Capital Partners, Inc. 2.48% Add +23.0% 57,902 $12.3M
San Luis Wealth Advisors LLC 2.05% Add +3.0% 53,132 $12.3M
Roman Butler Fullerton & Co. 3.22% Reduce -0.0% 52,331 $12.3M
MainStreet Investment Advisors LLC 1.76% Reduce -5.7% 53,035 $12.2M
Oberndorf William E 15.47% No change 52,928 $12.2M
Heritage Trust Co 1.24% Add +1.1% 52,896 $12.2M
Marks Group Wealth Management, Inc 1.17% Add +21.2% 52,823 $12.2M
Wormser Freres Gestion 6.93% Add +0.5% 52,805 $12.2M
Courier Capital LLC 0.68% Reduce -1.9% 52,756 $12.2M
Goelzer Investment Management, Inc. 0.56% Add +0.3% 52,716 $12.2M
Canoe Financial LP 0.17% New 52,700 $12.2M
Valueworks LLC 3.20% Reduce -0.7% 52,694 $12.2M
Prospect Hill Management, LLC 4.92% Add +2.7% 52,693 $12.2M
Annandale Capital, LLC 1.98% No change 52,647 $12.2M
Strategic Global Advisors, LLC 1.87% Reduce -2.3% 52,537 $12.1M
111 Capital 2.64% Reduce -6.5% 52,466 $12.1M
Smithfield Trust Co 0.54% Add +1.1% 52,450 $12.1M
Clay Northam Wealth Management, LLC 6.72% Reduce -1.7% 52,386 $12.1M
Morningstar Investment Management LLC 0.71% Reduce -71.2% 52,376 $12.1M
Proficio Capital Partners LLC 0.85% Reduce -2.2% 52,196 $12.0M
Gladius Capital Management LP 14.84% Add +300.4% 52,021 $12.0M
Fortis Capital Advisors, LLC 1.77% Add +2.1% 51,959 $12.0M
Blue Edge Capital, LLC 1.60% Add +7.4% 51,824 $12.0M
Miller Investment Management, LP 1.17% Add +5.0% 51,797 $12.0M
Penbrook Management LLC 8.24% Add +0.0% 51,760 $11.9M
Asset One Wealth Management LLC 1.64% — 49,169 $11.9M
Ninety One North America, Inc. 0.48% New 51,721 $11.9M
Channing Capital Management, LLC 0.31% Add +11.2% 51,719 $11.9M
Retirement Planning Group, LLC 0.39% Add +2.7% 51,667 $11.9M
PEAK6 LLC 0.33% Reduce -80.6% 51,563 $11.9M
Pursue Wealth Partners LLC 5.78% Add +87.0% 51,535 $11.9M
Citizens Business Bank 1.96% Add +1.8% 51,506 $11.9M
Siren, L.L.C. 0.35% Reduce -12.0% 51,500 $11.9M
Coppell Advisory Solutions LLC 1.17% Add +13.7% 51,063 $11.9M
Next Century Growth Investors LLC 0.82% Add +0.0% 51,436 $11.9M
Z3 Capital Partners, LLC 2.85% — 51,369 $11.9M
Titan Wealth (CI) Ltd 4.55% — 51,295 $11.8M
Advisor OS, LLC 0.95% Add +1.5% 51,180 $11.8M
Tempo Wealth, LLC 2.10% — 51,175 $11.8M
Conning Inc. 0.42% Reduce -8.2% 51,159 $11.8M
Triad Wealth Partners, LLC 1.12% Add +21.3% 51,109 $11.8M
HBW Advisory Services LLC 1.28% Reduce -1.8% 51,108 $11.8M
KPP Advisory Services LLC 1.71% Add +1.1% 51,096 $11.8M
Evermay Wealth Management LLC 1.32% Reduce -13.9% 51,042 $11.8M
Avantax Planning Partners, Inc. 0.33% Add +1.4% 50,996 $11.8M
Atmos Capital Gestao DE Recursos Ltda. 1.78% Reduce -22.0% 50,964 $11.8M
Earned Wealth Advisors, LLC 0.83% Add +80.2% 50,926 $11.8M
LVW Advisors, LLC 1.19% Add +2.0% 50,814 $11.7M
Cornerstone Enterprises, LLC 5.61% Add +5.0% 50,777 $11.7M
Tower Bridge Advisors 1.20% Add +2.2% 50,766 $11.7M
Graves Light Lenhart Wealth, Inc. 1.24% Reduce -0.5% 50,666 $11.7M
Brant Point Investment Management LLC 2.83% No change 50,655 $11.7M
Ketron Financial 3.88% — 50,539 $11.7M
Shay Capital LLC 1.88% Add +39.9% 50,456 $11.6M
Crystal Rock Capital Management 6.15% Reduce -4.4% 50,430 $11.6M
Garden State Investment Advisory Services LLC 2.77% Reduce -0.1% 50,422 $11.6M
Boussard & Gavaudan Investment Management LLP 1.76% New 50,000 $11.6M
WealthBridge Capital Management, LLC 2.64% Reduce -0.7% 50,290 $11.6M
Banque de Luxembourg S.A. 4.94% Add +12.5% 50,280 $11.6M
Canandaigua National Bank & Trust Co. 1.04% Reduce -0.7% 50,252 $11.6M
Spinecap SAS 4.98% Add +14.0% 50,211 $11.6M
Roberts Wealth Advisors, LLC 3.02% Reduce -7.2% 50,182 $11.6M
Affinity Wealth Management LLC 1.65% Add +1.4% 50,172 $11.6M
Aquatic Capital Management LLC 0.33% Reduce -66.7% 50,152 $11.6M
Crocodile Capital Partners GmbH 6.90% New 50,000 $11.5M
RBF Capital, LLC 0.53% Add +150.0% 50,000 $11.5M
Founders Financial Alliance, LLC 2.18% Add +9.6% 49,992 $11.5M
PICTET BANK & TRUST Ltd 13.83% Reduce -1.2% 49,933 $11.5M
Community Bank & Trust, Waco, Texas 2.37% Reduce -1.2% 49,926 $11.5M
EagleClaw Capital Managment, LLC 1.66% Reduce -0.4% 49,704 $11.5M
Kestra Investment Management, LLC 0.28% Add +0.1% 49,582 $11.4M
Capital Advisors Wealth Management, LLC 1.55% Add +0.4% 49,422 $11.4M
HERALD INVESTMENT MANAGEMENT Ltd 1.49% Add +6.5% 49,400 $11.4M
Realta Investment Advisors 3.74% Reduce -3.8% 49,398 $11.4M
Snider Financial Group 3.04% Add +1.4% 49,395 $11.4M
GFS Advisors, LLC 1.35% New 224,512 $11.4M
Ipswich Investment Management Co., Inc. 2.64% Add +0.8% 49,352 $11.4M
Alcosta Capital Management, Inc. 7.16% Reduce -4.9% 49,321 $11.4M
Archford Capital Strategies, LLC 1.33% Add +0.3% 49,314 $11.4M
Purus Wealth Management, LLC 3.55% Reduce -0.0% 49,290 $11.4M
McKinley Carter Wealth Services, Inc. 0.64% Reduce -2.3% 49,281 $11.4M
Knightsbridge Asset Management, LLC 1.84% Add +5.3% 49,210 $11.4M
Meridian Wealth Advisors, LLC 1.57% Reduce -8.9% 49,207 $11.4M
PCM Encore, LLC 2.41% — 49,140 $11.3M
Marco Investment Management LLC 0.85% Add +7.4% 49,114 $11.3M
First Heartland Consultants, Inc. 0.86% Reduce -0.8% 49,039 $11.3M
Arohi Asset Management PTE Ltd. 3.39% New 49,012 $11.3M
Manske Wealth Management 3.34% Add +0.0% 48,948 $11.3M
Jasper Ridge Partners, L.P. 0.25% No change 48,948 $11.3M
Legacy Trust 2.11% Add +2.1% 48,933 $11.3M
Moss Adams Wealth Advisors LLC 0.82% Add +0.2% 48,786 $11.3M
Napean Trading & Investment Co (Singapore) PTE Ltd 2.19% Reduce -33.2% 48,679 $11.2M
Nan Shan Life Insurance Co., Ltd. 0.35% Reduce -81.0% 48,623 $11.2M
Iowa State Bank 2.10% Add +1.4% 48,610 $11.2M
Miramontes Capital, LLC 3.83% — 48,598 $11.2M
Sivia Capital Partners, LLC 2.27% Add +21.8% 48,584 $11.2M
Stokes Family Office, LLC 1.02% Add +2.5% 48,516 $11.2M
Islander Capital Partners, L.P. 5.04% — 48,491 $11.2M
RAM Investment Partners, LLC 2.02% Reduce -5.3% 48,450 $11.2M
Blume Capital Management, Inc. 2.05% Reduce -1.5% 48,386 $11.2M
Iyo Bank, Ltd. 3.56% No change 48,359 $11.2M
Indivisible Partners 1.21% — 48,346 $11.2M
Edgestream Partners, L.P. 0.31% Add +47.5% 48,324 $11.2M
Chapman Investment Management, LLC 8.12% Reduce -1.8% 48,110 $11.1M
Allen Capital Group, LLC 1.02% Add +9.0% 48,098 $11.1M
Davidson Kahn Capital Management, LLC 5.77% Add +3.2% 48,069 $11.1M
Strait & Sound Wealth Management LLC 4.13% Add +0.7% 48,068 $11.1M
Legacy CG, LLC 3.11% Reduce -4.3% 48,064 $11.1M
WealthShield Partners, LLC 1.22% Add +4.7% 48,013 $11.1M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 5.40% Add +45.5% 48,000 $11.1M
Perkins Coie Trust Co 2.06% Add +4.3% 47,953 $11.1M
Prudent Investors Network, Inc. 2.53% Reduce -0.2% 47,764 $11.0M
Moseley Investment Management Inc. 3.41% Reduce -1.1% 47,750 $11.0M
Burr Financial Services, LLC 8.24% Reduce -4.0% 47,740 $11.0M
Arjuna Capital 2.70% Add +7.1% 47,726 $11.0M
Capricorn Fund Managers Ltd 2.65% Add +7.3% 47,650 $11.0M
Regent Peak Wealth Advisors LLC 2.17% Add +1.4% 47,622 $11.0M
Moneco Advisors, LLC 0.87% Add +6.2% 47,622 $11.0M
Winthrop Advisory Group LLC 0.93% Reduce -0.8% 47,597 $11.0M
Bfsg, LLC 1.07% Reduce -0.5% 47,481 $11.0M
Kera Capital Partners, Inc. 1.35% Add +7.6% 45,794 $11.0M
Lansdowne Partners (uk) LLP 0.80% Reduce -71.6% 47,471 $11.0M
Berbice Capital Management LLC 6.57% Add +4.5% 47,443 $11.0M
J.Safra Asset Management Corp 0.57% New 47,354 $10.9M
Tsai Capital Corp 7.44% Add +28.1% 47,351 $10.9M
Legacy Financial Advisors, Inc. 1.51% Add +5.9% 47,184 $10.9M
Firetrail Investments PTY Ltd. 3.57% New 46,954 $10.9M
BIP Wealth, LLC 0.38% Add +72.4% 47,156 $10.9M
Seamount Financial Group Inc. 4.94% Reduce -2.9% 47,139 $10.9M
Family Manage LLC 1.37% Add +9.7% 47,097 $10.9M
Brick & Kyle, Associates 3.86% Reduce -0.0% 47,013 $10.9M
Union Heritage Capital, LLC 3.67% Reduce -3.5% 46,964 $10.8M
LRI Investments, LLC 0.87% Add +0.8% 67,738 $10.8M
B & T Capital Management DBA Alpha Capital Management 1.52% Add +1.4% 46,858 $10.8M
Advisors Management Group Inc. 1.97% Reduce -10.6% 46,807 $10.8M
RIHO Partners, LLC 6.82% — 46,721 $10.8M
Patten & Patten Inc. 0.63% Reduce -1.3% 46,693 $10.8M
Malaga Cove Capital, LLC 3.73% Reduce -1.5% 46,647 $10.8M
Quent Capital, LLC 0.78% Add +14.0% 46,620 $10.8M
Lodestar Private Asset Management LLC 1.08% Reduce -0.9% 46,593 $10.8M
1248 Management, LLC 5.75% No change 46,583 $10.8M
Insight Advisors, LLC/ PA 1.63% Reduce -1.1% 46,582 $10.8M
SmartHarvest Portfolios, LLC 3.73% — 46,525 $10.7M
Monetta Financial Services Inc. 7.69% No change 46,500 $10.7M
RB Capital Management, LLC 2.26% Add +0.6% 46,495 $10.7M
Bradley & Co. Private Wealth Management, LLC 5.75% Reduce -2.4% 46,439 $10.7M
Monetary Management Group Inc. 2.47% Reduce -8.2% 46,315 $10.7M
Arsenal Capital Advisors LLC 7.55% — 46,265 $10.7M
Glassy Mountain Advisors, Inc. 3.22% Reduce -0.3% 46,192 $10.7M
Global Assets Advisory, LLC 3.05% Reduce -0.7% 46,184 $10.7M
CPC Advisors, LLC 1.08% Add +1.7% 46,171 $10.7M
Asset Dedication, LLC 0.70% Reduce -0.7% 46,121 $10.6M
Ignite Planners, LLC 1.63% Add +1.8% 44,376 $10.6M
Jackson Hole Capital Partners, LLC 1.82% Reduce -0.5% 45,970 $10.6M
Wealth Advisors Northwest LLC 4.70% Add +1.7% 45,941 $10.6M
Codex Capital Asset Management L.L.C. 3.85% Reduce -3.8% 45,900 $10.6M
TenCore Partners, LP 5.41% Reduce -9.8% 45,880 $10.6M
Alpha Family Trust 4.82% No change 45,875 $10.6M
Resolute Wealth Strategies, LLC 4.64% Add +1.0% 45,816 $10.6M
Knuff & Co LLC 3.12% Add +40.1% 45,816 $10.6M
Game Plan Financial Advisors, LLC 4.61% Add +25.1% 45,777 $10.6M
Ascent Wealth Partners, LLC 1.22% Add +1.0% 45,772 $10.6M
Indiana Trust & Investment Management Co 3.12% Add +0.9% 45,768 $10.6M
Lorne Steinberg Wealth Management Inc. 2.43% Add +0.7% 45,723 $10.6M
Mill Creek Capital Advisors, LLC 0.21% Reduce -1.8% 45,696 $10.5M
Community Bank, N.A. 1.25% Add +5.0% 45,683 $10.5M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 3.99% Add +44.1% 45,657 $10.5M
Greenline Partners, LLC 1.21% Add +3.0% 45,648 $10.5M
Fairtree Asset Management (Pty) Ltd 4.84% Add +78.2% 45,590 $10.5M
Fairfield Financial Advisors, LTD 3.43% Reduce -2.6% 45,586 $10.5M
Canal Capital Management, LLC 1.49% Add +3.1% 45,551 $10.5M
Kentucky Farm Bureau Mutual Insurance Co 2.83% No change 45,500 $10.5M
Greenoaks LLC 0.35% Reduce -81.2% 45,499 $10.5M
Hound Partners, LLC 1.45% Reduce -17.2% 45,436 $10.5M
Maridea Wealth Management LLC 1.58% Add +18.0% 45,426 $10.5M
BBR Partners, LLC 0.56% Add +3.3% 45,419 $10.5M
Marietta Investment Partners LLC 2.08% Add +6.3% 45,370 $10.5M
High Note Wealth, LLC 2.05% Add +1.1% 45,370 $10.5M
Main Street Financial Solutions, LLC 0.78% Reduce -57.9% 45,360 $10.5M
Apella Capital, LLC 0.21% Add +14.8% 45,356 $10.5M
Bcwm, LLC 3.13% Add +35.8% 45,293 $10.5M
Granite Bay Wealth Management, LLC 2.53% Add +5.4% 45,272 $10.4M
Money Concepts Capital Corp. 0.59% Add +0.7% 45,269 $10.4M
Atlas Capital Advisors Inc. 1.16% — 45,230 $10.4M
Next Capital Management LLC 3.34% Reduce -3.0% 45,188 $10.4M
TRUE Private Wealth Advisors 1.04% Reduce -0.6% 45,049 $10.4M
Rockline Wealth Management, LLC 2.12% Add +2.0% 45,038 $10.4M
SCP Investment, LP 8.49% New 45,000 $10.4M
Frec Markets, Inc. 3.03% — 44,865 $10.4M
Finer Wealth Management, Inc. 5.01% Add +1.7% 44,853 $10.4M
Sompo Asset Management Co., Ltd. 1.77% Reduce -11.8% 44,816 $10.3M
PFC Capital Group, Inc. 4.26% Reduce -1.1% 44,811 $10.3M
Prosperitas Financial LLC 4.02% Add +4.3% 44,741 $10.3M
JTC Employer Solutions Trustee Ltd 0.70% No change 44,672 $10.3M
Cardiff Park Advisors, LLC 0.85% Reduce -0.2% 44,632 $10.3M
Lincoln Capital Corp. 3.66% Reduce -1.4% 44,579 $10.3M
Agp Franklin, LLC 4.81% Add +1.0% 44,454 $10.3M
Brave Asset Management Inc. 2.42% Reduce -1.2% 44,413 $10.3M
Optas, LLC 1.60% Add +6.6% 44,317 $10.2M
Concord Wealth Partners 1.33% Add +5.5% 44,246 $10.2M
Advanced Asset Management Advisors Inc 2.78% Reduce -10.5% 44,067 $10.2M
Columbia Bank 2.83% Add +0.8% 44,060 $10.2M
Gilliland Jeter Wealth Management LLC 3.07% Reduce -2.4% 44,050 $10.2M
Guardian Asset Advisors, LLC 5.28% Reduce -0.9% 44,010 $10.2M
Summit Partners Public Asset Management, LLC 0.29% New 44,000 $10.2M
Peregrine Investment Management Inc. 6.30% Reduce -4.0% 43,970 $10.1M
Sava Penzisko Drushtvo A.D. Skopje 3.26% No change 43,756 $10.1M
Mengis Capital Management, Inc. 1.79% Add +9.6% 43,673 $10.1M
Harrell Investment Partners, LLC 2.37% Add +0.6% 43,527 $10.0M
Contravisory Investment Management, Inc. 1.99% Reduce -3.5% 43,477 $10.0M
Benson Investment Management Company, Inc. 3.51% Add +1.5% 43,422 $10.0M
Invst, LLC 1.09% Add +0.1% 43,419 $10.0M
Mitsubishi UFJ Asset Management (UK) Ltd. 4.88% Add +38.2% 43,400 $10.0M
Intact Investment Management Inc. 0.29% Add +19.2% 43,330 $10.0M
Discovery Capital Management, LLC / CT 0.54% New 43,300 $10.0M
IFC Advisors LLC 1.46% Add +3.8% 43,294 $10.0M
Highline Wealth Partners LLC 2.81% Add +7.4% 43,233 $10.0M
Spark Investment Management LLC 24.81% No change 43,180 $10.0M
Stablepoint Partners, LLC 1.55% Add +0.4% 43,169 $10.0M
Stableford Capital II LLC 3.60% Reduce -2.6% 43,159 $10.0M
CNB Bank 4.08% Add +1.6% 43,145 $10.0M
RS Crum Inc. 1.99% Add +1.4% 43,073 $9.9M
Aventura Private Wealth, LLC 3.57% Add +1.3% 43,063 $9.9M
Elevatus Welath Management 2.72% Add +22.9% 43,056 $9.9M
Beck Capital Management, LLC 2.36% Add +0.2% 43,031 $9.9M
Campbell Capital Management Inc. 3.36% Add +3.2% 43,020 $9.9M
BW Gestao de Investimentos Ltda. 0.35% Add +21.4% 43,019 $9.9M
Summit Global Investments 0.59% Add +95.7% 42,961 $9.9M
CapitalatWork S.A. 0.30% Reduce -6.8% 42,940 $9.9M
Aries Wealth Management 2.19% Add +0.4% 42,922 $9.9M
Chapin Davis, Inc. 2.32% Add +1.0% 42,897 $9.9M
Annis Gardner Whiting Capital Advisors, LLC 1.88% Add +4.0% 42,873 $9.9M
Harber Asset Management LLC 4.13% Add +94.6% 42,669 $9.8M
Lynch Asset Management, Inc. 3.10% Add +0.6% 42,650 $9.8M
Mount Vernon Associates Inc. 6.62% Add +0.5% 42,615 $9.8M
Wilson Asset Management (international) PTY Ltd. 2.52% Reduce -10.1% 42,533 $9.8M
Geneva Partners, LLC 3.49% Reduce -5.3% 42,430 $9.8M
Lingotto Investment Management LLP 0.17% No change 42,410 $9.8M
Embree Financial Group 1.20% Add +17.5% 42,357 $9.8M
Marathon Wealth Advisors LLC 3.87% — 42,218 $9.7M
Militia Capital Partners, LP 3.67% Add +12.3% 42,216 $9.7M
Waldron Private Wealth LLC 0.39% Reduce -2.8% 42,210 $9.7M
Hendley & Co. Inc. 3.48% Reduce -9.2% 42,173 $9.7M
Gouws Capital LLC 5.14% Add +0.9% 42,154 $9.7M
one8zero8, LLC 2.12% Reduce -1.9% 42,133 $9.7M
Bouvel Investment Partners, LLC 2.80% Add +1.7% 42,061 $9.7M
Oak Harvest Investment Services 1.06% Add +5.0% 42,056 $9.7M
Vega Investment Solutions 1.54% — 42,040 $9.7M
University of Illinois Foundation 3.32% Add +93.7% 41,922 $9.7M
Arlington Financial Advisors, LLC 1.39% Reduce -1.6% 41,920 $9.7M
Y-Intercept (Hong Kong) Ltd 0.22% New 41,918 $9.7M
Paragon Capital Management LLC 4.90% Reduce -6.9% 41,917 $9.7M
Richards, Merrill & Peterson, Inc. 3.71% Add +6.5% 41,917 $9.7M
Quotient Wealth Partners, LLC 0.26% Add +7.8% 41,906 $9.7M
United Bank 3.28% Add +3.4% 41,890 $9.7M
Zullo Investment Group, Inc. 3.53% Reduce -0.8% 41,865 $9.7M
Westmount Partners, LLC 2.41% Add +11.5% 41,818 $9.7M
Twin Focus Capital Partners, LLC 1.11% Add +669.0% 41,813 $9.7M
Alaethes Wealth, LLC 2.72% Reduce -0.3% 41,807 $9.6M
Norman Fields, Gottscho Capital Management, LLC 3.10% Reduce -0.2% 41,729 $9.6M
Eagle Capital Management, LLC 3.50% Reduce -1.2% 41,654 $9.6M
Fairfield, Bush & Co. 5.06% Reduce -2.6% 41,566 $9.6M
Synergy Financial Group, LTD 6.74% Reduce -2.9% 41,530 $9.6M
Westchester Capital Management, Inc. 1.98% Add +5.9% 41,495 $9.6M
Eastover Investment Advisors LLC 4.21% Reduce -0.6% 41,477 $9.6M
Investment Research & Advisory Group, Inc. 3.17% Add +0.3% 41,257 $9.6M
Kerrisdale Advisers, LLC 4.50% Add +3.9% 41,371 $9.5M
Niles Investment Management, LLC 7.92% — 41,314 $9.5M
Focused Wealth Management, Inc 1.01% Add +12.2% 41,291 $9.5M
Plancorp, LLC 0.29% Add +0.4% 41,270 $9.5M
Transamerica Financial Advisors, LLC 0.80% Add +20.2% 41,262 $9.5M
Soapstone Management L.P. 7.02% Reduce -38.9% 41,250 $9.5M
Strategies Wealth Advisors, LLC 0.95% Add +1.9% 41,201 $9.5M
Baldwin Investment Management, LLC 1.07% Reduce -0.4% 41,192 $9.5M
Blodgett Wealth Advisors, LLC 6.63% Reduce -0.1% 41,187 $9.5M
Jacobi Capital Management LLC 0.55% Add +13.8% 41,136 $9.5M
Vicus Capital 0.71% Add +4.3% 41,120 $9.5M
SS&H Financial Advisors, Inc. 2.77% Add +7.3% 41,080 $9.5M
West Family Investments, Inc. 2.22% Reduce -6.5% 40,997 $9.5M
Childress Capital Advisors, LLC 1.52% Add +10.3% 40,982 $9.5M
Dimension Capital Management LLC 1.32% Add +75.9% 40,955 $9.5M
Fairvoy Private Wealth, LLC 2.11% Add +1.2% 40,891 $9.4M
Saranac Partners Ltd 3.69% Add +64.2% 40,807 $9.4M
Henson-Edgewater Management, LLC 5.57% — 40,824 $9.4M
Asset Management Group, Inc. 1.52% No change 40,777 $9.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.14% Add +6.4% 40,742 $9.4M
Harbour Capital Advisors, LLC 1.91% Reduce -0.1% 41,510 $9.4M
Asset Planning Services Inc. /La/ 4.15% Reduce -7.6% 40,725 $9.4M
Texas Yale Capital Corp. 0.28% Add +1.2% 40,701 $9.4M
Legato Capital Management LLC 0.81% Add +60.9% 40,669 $9.4M
Cinctive Capital Management LP 0.54% Reduce -0.8% 40,667 $9.4M
TFR Capital, LLC. 3.11% Add +3.3% 40,637 $9.4M
Meadowbrook Wealth Management, LLC 10.77% Add +1.2% 40,620 $9.4M
Global Wealth Management Investment Advisory, Inc. 1.50% Add +1.5% 40,559 $9.4M
Cadence Bank 0.55% Reduce -0.2% 40,520 $9.4M
Tsfg, LLC 1.40% Reduce -0.1% 40,483 $9.3M
Mathes Company, Inc. 3.35% Reduce -4.3% 40,470 $9.3M
Heartland Bank & Trust Co 3.95% Reduce -1.6% 40,462 $9.3M
Wendell David Associates Inc. 0.95% Add +3.6% 40,441 $9.3M
Berkshire Capital Holdings Inc. 3.09% Add +403900.0% 40,400 $9.3M
Facet Wealth, Inc. 0.16% Add +49.8% 38,272 $9.3M
Drive Wealth Management, LLC 1.81% Add +5.7% 40,204 $9.3M
Calydon Capital 1.57% Reduce -44.7% 40,199 $9.3M
McRae Capital Management Inc. 1.89% Add +26.4% 40,127 $9.3M
Hazlett, Burt & Watson, Inc. 2.96% Add +7.2% 40,133 $9.3M
Diversified Enterprises, LLC 0.55% Add +80.0% 40,126 $9.3M
Stenham Asset Management Ltd 4.62% No change 40,080 $9.3M
Kessler Investment Group, LLC 3.89% Add +1.8% 40,036 $9.2M
Romano Brothers and Company 1.05% Reduce -0.9% 40,023 $9.2M
Quantbot Technologies LP 0.31% Add +38.7% 40,022 $9.2M
VCI Wealth Management LLC 2.57% Add +3.3% 40,013 $9.2M
First Dallas Securities Inc. 3.44% Reduce -1.0% 40,006 $9.2M
Intrinsic Edge Capital Management LLC 1.79% No change 40,000 $9.2M
SHP Wealth Management 0.72% — 39,959 $9.2M
RD Finance Ltd 9.32% Add +192.7% 39,950 $9.2M
Root Financial Partners, LLC 0.48% Add +16.6% 39,919 $9.2M
MJP Associates Inc. 1.15% Add +2.2% 39,907 $9.2M
Thompson Siegel & Walmsley LLC 0.15% Add +0.8% 39,868 $9.2M
Argentarii, LLC 2.99% Add +29.7% 39,839 $9.2M
Arista Wealth Management, LLC 1.13% Reduce -12.8% 39,790 $9.2M
Stiles Financial Services Inc 2.82% Reduce -0.3% 39,740 $9.2M
Raab & Moskowitz Asset Management LLC 2.01% Add +1.0% 39,678 $9.2M
Paragon Private Wealth Management, LLC 2.80% Add +3.0% 39,532 $9.1M
Quinn Opportunity Partners LLC 0.39% No change 39,500 $9.1M
Capital Investment Counsel, LLC 1.27% Add +3.8% 39,492 $9.1M
Monograph Wealth Advisors, LLC 0.89% Reduce -8.0% 39,424 $9.1M
Stonebrook Private Inc. 1.90% Reduce -4.9% 39,385 $9.1M
Capstone Financial Advisors, Inc. 0.48% Reduce -1.6% 39,362 $9.1M
Weaver Capital Management LLC 1.92% Add +13.6% 39,264 $9.1M
Concord Asset Management, LLC 1.57% Add +1.7% 39,236 $9.1M
VELA Investment Management, LLC 2.46% Add +2.8% 39,184 $9.0M
Sax Wealth Advisors, LLC 0.43% Add +7.9% 39,163 $9.0M
Blueprint Investment Partners LLC 0.97% Add +7.4% 39,143 $9.0M
Seaview Investment Managers LLC 3.39% Add +2.3% 39,105 $9.0M
Doliver Advisors, LP 2.26% Add +1.5% 39,057 $9.0M
Peloton Wealth Strategists 3.59% Reduce -2.3% 39,030 $9.0M
Inspire Trust Co, N.A. 1.48% Add +37.2% 39,008 $9.0M
KP Management LLC 2.80% No change 39,000 $9.0M
Victrix Investment Advisors 3.48% Add +0.1% 38,956 $9.0M
WT Wealth Management 2.58% Add +0.4% 38,923 $9.0M
SeaBridge Investment Advisors LLC 1.48% Add +1.8% 38,913 $9.0M
Prasad Wealth Partners, LLC 2.39% Reduce -6.0% 38,883 $9.0M
Trust Co of Kansas 4.13% Add +0.5% 38,860 $9.0M
Focused Alpha, LLC 2.63% — 38,818 $9.0M
Arrow Financial Corp 0.89% Reduce -1.2% 38,814 $9.0M
Thames Capital Management LLC 1.30% Add +15.1% 38,810 $9.0M
Regal Investment Advisors LLC 0.54% Reduce -1.6% 38,736 $8.9M
Smith, Moore & Co. 0.68% Reduce -6.6% 38,700 $8.9M
Compton Wealth Advisory Group, LLC 1.95% Add +0.1% 38,625 $8.9M
TCI Wealth Advisors, Inc. 0.49% Reduce -8.7% 38,591 $8.9M
Evergreen Wealth Management, LLC 4.48% Add +1.3% 38,527 $8.9M
Round Rock Advisors LLC 1.34% Add +2.3% 38,518 $8.9M
Oliver Luxxe Assets LLC 1.35% Add +0.3% 38,494 $8.9M
Hardy Reed LLC 0.63% Add +1.7% 38,462 $8.9M
Savoir Faire Capital Management, L.P. 4.20% Reduce -27.9% 38,407 $8.9M
Argonautica Private Wealth Management, Inc. 2.60% Reduce -6.8% 38,393 $8.9M
Ashton Thomas Securities, LLC 1.68% Reduce -0.8% 38,359 $8.9M
Wills Financial Group LLC 3.39% Add +0.3% 38,380 $8.9M
Fortis Group Advisors, LLC 1.49% Add +3.1% 37,034 $8.9M
Cloverfields Capital Group, LP 2.74% Add +19.6% 38,310 $8.8M
Powell Investment Advisors, LLC 3.04% Add +0.8% 38,212 $8.8M
Dupree Financial Group, LLC 3.21% Add +229.1% 38,186 $8.8M
Cape Cod Five Cents Savings Bank 0.81% No change 47,190 $8.8M
Alta Advisers Ltd 3.18% Reduce -21.6% 38,077 $8.8M
Bell & Brown Wealth Advisors, LLC 2.82% Reduce -0.2% 37,998 $8.8M
Advyzon Investment Management, LLC 1.02% Add +38.6% 37,962 $8.8M
Acorns Advisers, LLC 0.07% Add +12.8% 37,960 $8.8M
Trilogy Capital Inc. 0.39% Add +209.5% 37,959 $8.8M
Kepler Cheuvreux (Suisse) SA 0.49% Reduce -6.8% 37,942 $8.8M
Pegasus Asset Management, Inc. 2.69% Reduce -1.2% 37,927 $8.8M
Berkeley, Inc 2.78% Add +11.4% 37,906 $8.7M
Channing Global Advisors, LLC 5.59% Reduce -0.1% 37,893 $8.7M
Headland Capital, LLC 2.43% Add +0.3% 37,876 $8.7M
Graybill Wealth Management, LTD. 2.58% Add +22.6% 37,858 $8.7M
CGN Advisors LLC 0.69% Add +1.2% 37,838 $8.7M
AMJ Financial Wealth Management 2.10% Add +379.6% 37,817 $8.7M
Adirondack Trust Co. 2.87% Add +0.4% 37,800 $8.7M
RPg Family Wealth Advisory, LLC 1.92% Add +7.9% 37,798 $8.7M
Connecticut Wealth Management, LLC 0.38% Add +3.6% 37,793 $8.7M
LMG Wealth Partners, LLC 1.63% Reduce -5.3% 37,764 $8.7M
Mitchell McLeod Pugh & Williams Inc. 1.24% Add +19.9% 41,394 $8.7M
Citizens & Northern Corp. 2.16% Reduce -5.7% 37,712 $8.7M
Kavar Capital Partners Group, LLC 1.20% Add +1.3% 37,708 $8.7M
Pines Wealth Management, LLC 2.80% Add +0.0% 37,583 $8.7M
Canopy Partners, LLC 2.83% Add +1.2% 37,579 $8.7M
Mendel Money Management 3.63% Reduce -3.2% 37,575 $8.7M
Mayflower Financial Advisors, LLC 1.05% Add +3.5% 37,499 $8.7M
Formidable Asset Management, LLC 1.26% Add +9.3% 39,308 $8.6M
Processus Wealth & Capital Management, LLC 5.69% Add +4.5% 37,382 $8.6M
Ring Mountain Capital, LLC 4.42% Add +1.8% 36,044 $8.6M
Castle Rock Wealth Management, LLC 1.86% Add +0.3% 36,431 $8.6M
Core Alternative Capital 2.37% Add +37.1% 37,172 $8.6M
Keebeck Wealth Management 0.99% Add +8.0% 37,152 $8.6M
Berkshire Asset Management LLC 0.38% Reduce -1.1% 37,149 $8.6M
Woodstock Corp. 0.73% Add +2.4% 37,083 $8.6M
Sustainable Insight Capital Management, LLC 2.85% Reduce -56.2% 36,975 $8.5M
BOK Financial Private Wealth, Inc. 0.52% Add +2.5% 36,957 $8.5M
Peak Planning Group, LLC 2.39% Add +31.0% 36,956 $8.5M
Elm3 Financial Group, LLC 7.06% Reduce -2.5% 36,875 $8.5M
Acumen Wealth Advisors, LLC 2.45% — 36,869 $8.5M
Beacon Capital Management, LLC 1.32% Reduce -6.3% 36,790 $8.5M
Sonata Capital Group Inc. 3.07% Reduce -2.6% 36,769 $8.5M
Greystone Financial Group, LLC 1.32% Add +82.2% 36,752 $8.5M
Sky Investment Group LLC 1.43% Add +6.9% 36,731 $8.5M
DeDora Capital, Inc. 2.01% Reduce -3.2% 36,716 $8.5M
Summit Asset Management, LLC 1.20% Add +0.8% 36,597 $8.4M
626 Financial, LLC 3.65% Reduce -0.8% 36,589 $8.4M
Blackhill Capital Inc. 0.43% No change 36,580 $8.4M
Modus Advisors, LLC 2.22% Reduce -0.9% 36,518 $8.4M
White Pine Investment CO 1.99% Reduce -0.9% 36,502 $8.4M
Bennett Selby Investments LP 2.71% Add +0.1% 36,488 $8.4M
Ethos Financial Group, LLC 0.62% Add +9.6% 36,485 $8.4M
Princeton Global Asset Management LLC 1.36% Add +9.5% 36,438 $8.4M
Bradyco, Inc. 10.41% Add +0.3% 36,358 $8.4M
Pacific Wealth Strategies Group, Inc. 4.76% Add +4.0% 36,358 $8.4M
XTX Topco Ltd 0.22% Add +57.0% 36,302 $8.4M
Basecamp Wealth Advisors LLC 1.78% — 36,278 $8.4M
Reliant Investment Management, LLC 3.39% Reduce -0.5% 36,260 $8.4M
Panoramic Capital, LLC 4.79% Add +45.9% 36,251 $8.4M
Stamos Capital Partners, L.P. 1.34% Add +11.4% 36,250 $8.4M
McAdam, LLC 0.38% Add +10.2% 36,093 $8.3M
Delaney Dennis R 4.19% Reduce -0.4% 36,078 $8.3M
Buckhead Capital Management LLC 2.98% Add +23.1% 36,000 $8.3M
Cypress Wealth Services, LLC 1.15% Add +30.9% 35,990 $8.3M
Valley National Advisers Inc. 1.15% Add +9.5% 35,997 $8.3M
Keating Financial Advisory Services, Inc. 1.13% — 35,979 $8.3M
Beacon Investment Advisory Services, Inc. 0.34% Reduce -11.6% 35,947 $8.3M
Trust Point Inc. 0.66% Add +1.6% 35,931 $8.3M
Altman Advisors, Inc. 3.12% Add +3.1% 35,921 $8.3M
Sculati Wealth Management, LLC 2.92% Reduce -0.8% 35,881 $8.3M
Sloy Dahl & Holst, LLC 0.99% Reduce -4.8% 35,876 $8.3M
Bison Wealth, LLC 0.93% Reduce -10.8% 40,318 $8.3M
Castellan Group 1.04% New 35,809 $8.3M
Wisconsin Capital Management LLC 4.18% Add +0.5% 35,807 $8.3M
Tounjian Advisory Partners, LLC 2.80% Reduce -1.7% 35,764 $8.3M
Forefront Wealth Management Inc. 5.92% Add +0.8% 35,734 $8.2M
Glass Wealth Management Co LLC 3.38% Add +2.9% 35,732 $8.2M
Nadler Financial Group, Inc. 0.77% Reduce -3.7% 35,698 $8.2M
Greater Midwest Financial Group, LLC 4.60% Add +5.7% 35,661 $8.2M
Legal Advantage Investments, Inc. 3.81% Add +0.3% 35,645 $8.2M
Armstrong Advisory Group, Inc. 0.55% Reduce -0.2% 35,501 $8.2M
Cohen Investment Advisors LLC 3.77% Add +0.3% 35,484 $8.2M
Joseph P. Lucia & Associates, LLC 2.95% Add +1.7% 35,424 $8.2M
Louisbourg Investments Inc. 1.63% Add +11.1% 43,301 $8.2M
Ducere Wealth Management LLC 3.16% — 35,360 $8.2M
Wealth Analytics Partners, LLC 3.19% — 35,273 $8.1M
Essex Bank 1.76% Add +3.3% 35,260 $8.1M
IMA Advisory Services, Inc. 0.78% Add +0.7% 35,238 $8.1M
SkyOak Wealth, LLC 1.46% Add +2.1% 35,139 $8.1M
Genesis Financial Group, LLC 4.71% — 35,126 $8.1M
Chase Investment Counsel Corp. 2.26% Add +1.5% 35,077 $8.1M
All Terrain Financial Advisors, LLC 2.49% Reduce -0.1% 35,072 $8.1M
Summerhill Capital Management lnc. 7.47% Add +0.3% 35,068 $8.1M
New Millennium Group LLC 3.50% Add +6.4% 35,059 $8.1M
NTV Asset Management LLC 0.86% Add +3.4% 35,054 $8.1M
Aua Capital Management, LLC 4.05% Add +29.9% 35,024 $8.1M
DKRT Investments Corp. 2.29% Reduce -22.2% 35,000 $8.1M
Curbstone Financial Management Corp 1.54% Reduce -1.9% 34,972 $8.1M
Peterson Wealth Management 5.97% Reduce -0.4% 34,824 $8.0M
Mishpacha Holdings Corp. 6.72% — 34,787 $8.0M
Te Ahumairangi Investment Management Ltd 1.44% Add +6.6% 34,774 $8.0M
Putney Financial Group LLC 7.50% Reduce -2.3% 34,770 $8.0M
Naples Global Advisors, LLC 0.60% Reduce -0.0% 34,689 $8.0M
Eos Management, L.P. 3.13% No change 34,647 $8.0M
Towne Trust Company, N.A 2.50% Add +0.2% 34,623 $8.0M
Old North State Wealth Management, LLC 3.75% Reduce -2.6% 34,607 $8.0M
Kelleher Financial Advisors 1.85% Reduce -30.9% 34,581 $8.0M
Grandview Asset Management LLC 2.19% Add +0.7% 34,555 $8.0M
Jericho Financial, LLP 4.80% Add +5.1% 34,546 $8.0M
Spirit of America Management Corp. 1.69% Add +6.2% 34,500 $8.0M
Lewis Asset Management, LLC 3.24% Reduce -9.4% 34,465 $8.0M
Ar Asset Management Inc. 1.64% No change 34,425 $7.9M
Worth Financial Advisory Group, LLC 3.85% Add +4.0% 34,423 $7.9M
Occidental Asset Management, LLC 0.95% Reduce -5.5% 34,412 $7.9M
World Equity Group, Inc. 2.22% Reduce -11.5% 34,405 $7.9M
Old Second National Bank of Aurora 1.59% Add +1.4% 34,379 $7.9M
Palmer Knight Co 4.16% Reduce -18.8% 34,362 $7.9M
Papamarkou Wellner Asset Management inc. 4.76% Reduce -0.6% 34,347 $7.9M
Blue Square Asset Management, LLC 3.52% Reduce -0.4% 34,338 $7.9M
Blackhawk Capital Partners, LLC 2.98% Add +5.3% 34,326 $7.9M
Colonial River Investments, LLC 2.82% Add +15.1% 34,313 $7.9M
Bienville Capital Management, LLC 1.26% Reduce -6.5% 34,279 $7.9M
Nicholas Hoffman & Company, LLC. 0.18% Add +8.0% 34,265 $7.9M
QVR LLC 5.53% New 34,261 $7.9M
LaSalle St. Investment Advisors, LLC 1.27% Add +4.2% 34,172 $7.9M
Financial Gravity Asset Management, Inc. 1.52% Add +3.5% 34,153 $7.9M
DGS Capital Management, LLC 1.35% Add +2.6% 34,127 $7.9M
Keudell/Morrison Wealth Management 1.66% — 34,122 $7.9M
Parr McKnight Wealth Management Group, LLC 1.03% Add +1.5% 34,051 $7.9M
Martel Wealth Advisors LLC 1.34% Reduce -0.4% 34,047 $7.9M
Pensionfund Sabic 2.13% No change 34,000 $7.8M
JB Capital LLC 0.32% Reduce -2.4% 33,987 $7.8M
Hummer Financial Advisory Services Inc 5.54% Reduce -0.6% 33,980 $7.8M
Systrade AG 4.77% New 33,900 $7.8M
Accuvest Global Advisors 5.76% Add +0.0% 33,853 $7.8M
Poehling Capital Management, INC. 1.60% Add +2.5% 33,821 $7.8M
Ayrshire Capital Management LLC 3.58% Add +1.6% 33,763 $7.8M
Interchange Capital Partners, LLC 1.44% Add +6.4% 33,730 $7.8M
New Insight Wealth Advisors 2.78% Add +1.6% 33,708 $7.8M
Mindset Wealth Management, LLC 2.04% Add +8.2% 33,691 $7.8M
Fischer Financial Services, Inc. 2.06% Add +0.5% 33,659 $7.8M
LBMC Investment Advisors, LLC 0.48% No change 33,624 $7.8M
Evanson Asset Management, LLC 0.42% Reduce -22.2% 33,620 $7.8M
Pandora Wealth, Inc. 4.71% Reduce -1.3% 33,598 $7.8M
AXA S.A. 3.67% Reduce -3.3% 33,565 $7.7M
Aspiriant, LLC 0.22% Add +5.7% 33,552 $7.7M
Boston Research & Management Inc. 1.78% Reduce -6.2% 33,539 $7.7M
Fairbanks Capital Management, Inc. 4.27% Reduce -0.5% 33,529 $7.7M
Grant Private Wealth Management Inc 4.67% Add +0.3% 33,540 $7.7M
Gibbs Wealth Management 1.87% Reduce -11.4% 31,261 $7.7M
Old Mission Investment Co LLC 1.85% Add +0.9% 33,501 $7.7M
Relyea Zuckerberg Hanson LLC 0.78% Reduce -0.8% 33,500 $7.7M
Sfm, LLC 4.53% Add +3.0% 33,476 $7.7M
Rydar Equities, Inc. 6.02% Add +0.1% 33,464 $7.7M
Darden Wealth Group Inc 3.75% Add +2.7% 33,463 $7.7M
Westbourne Investment Advisors, Inc. 2.13% Add +3.7% 33,435 $7.7M
DRW Securities, LLC 0.59% Reduce -50.9% 33,431 $7.7M
Hixon Zuercher, LLC 2.34% Reduce -3.4% 33,384 $7.7M
Clark Asset Management, LLC 0.80% Add +29.6% 33,359 $7.7M
Gateway Wealth Partners, LLC 0.86% Add +8.0% 33,346 $7.7M
Ironwood Financial, llc 1.30% Reduce -0.2% 31,206 $7.7M
Torrey Growth & Income Advisors 2.67% Add +1.2% 33,274 $7.7M
Cox Capital Mgt LLC 4.77% Add +1.5% 31,650 $7.7M
Nautilus Advisors LLC 5.01% Reduce -3.9% 33,219 $7.7M
LOM Asset Management Ltd 2.22% Add +3.5% 33,217 $7.7M
Aviso Wealth Management 3.22% Add +2.3% 33,154 $7.7M
Thompson David Blair 4.36% — 33,101 $7.6M
Atlas Legacy Advisors, LLC 1.34% Add +17.5% 32,964 $7.6M
Boyd Watterson Asset Management LLC 2.20% Add +2.6% 32,951 $7.6M
Southeast Asset Advisors, LLC 0.72% Reduce -12.7% 32,934 $7.6M
Goodman Advisory Group, LLC 1.87% Reduce -0.4% 32,893 $7.6M
Ellevest, Inc. 1.05% Reduce -8.2% 32,888 $7.6M
FUKOKU MUTUAL LIFE INSURANCE Co 0.50% Reduce -11.4% 32,828 $7.6M
Cardinal Point Capital Management ULC 0.49% Add +12.2% 32,674 $7.5M
MBL Wealth, LLC 0.60% Add +37.2% 32,670 $7.5M
Chickasaw Capital Management LLC 0.31% Add +4.3% 32,637 $7.5M
Night Squared LP 2.12% Reduce -35.0% 32,634 $7.5M
Unique Wealth Strategies, LLC 2.95% Reduce -1.6% 32,603 $7.5M
Tred Avon Family Wealth, LLC 2.45% Add +12.2% 32,548 $7.5M
Christine Messmer PC 4.90% — 32,544 $7.5M
Granger Management LLC 1.98% No change 32,511 $7.5M
Tobam 1.84% Add +989.8% 32,499 $7.5M
Signet Financial Management, LLC 0.84% Add +1.0% 32,471 $7.5M
SPX Gestao de Recursos Ltda 0.77% Reduce -1.3% 32,460 $7.5M
Dark Forest Capital Management LP 0.34% Reduce -34.6% 32,391 $7.5M
HHM Wealth Advisors, LLC 0.88% Add +1.4% 32,388 $7.5M
Kurv Investment Management LLC 9.33% — 32,332 $7.5M
New Republic Capital, LLC 1.99% Add +97.1% 32,308 $7.5M
Choice Wealth Advisors LLC 2.95% Add +2.1% 32,296 $7.5M
Connable Office Inc. 0.68% Reduce -0.7% 32,294 $7.5M
Northern Lights Advisors, Inc. 5.11% — 32,273 $7.4M
Delta Financial Advisors LLC 1.94% Add +4.3% 32,269 $7.4M
Canton Hathaway, LLC 1.44% Add +0.7% 32,250 $7.4M
Arta Finance Wealth Management LLC 3.79% — 32,211 $7.4M
Seven Mile Advisory 1.30% Reduce -13.4% 32,210 $7.4M
Segment Wealth Management, LLC 0.43% Add +6.6% 32,193 $7.4M
Alliance Wealth Advisors, LLC 1.61% Reduce -25.4% 32,178 $7.4M
Triton Wealth Management, PLLC 2.79% Reduce -2.2% 31,304 $7.4M
Brandywine Oak Private Wealth LLC 0.62% Reduce -0.7% 32,113 $7.4M
Peoples Financial Services Corp. 3.46% Reduce -3.0% 32,114 $7.4M
Royal Fund Management, LLC 0.68% Add +4.7% 32,113 $7.4M
Alexander Labrunerie & Co., Inc. 2.71% Reduce -0.3% 32,086 $7.4M
ROI Financial Advisors, LLC 4.25% Add +2.1% 32,053 $7.4M
MCF Advisors LLC 0.41% Add +29.3% 32,005 $7.4M
Helios Capital Management Pte. Ltd. 5.07% No change 32,000 $7.4M
DCF Advisers, LLC 2.44% Add +9.4% 32,000 $7.4M
Maytus Capital Management, LLC 1.75% New 32,000 $7.4M
Wealth Advisors of Tampa Bay, LLC 2.55% Reduce -3.8% 31,997 $7.4M
Left Brain Wealth Management, LLC 2.55% Reduce -6.0% 31,985 $7.4M
Independent Solutions Wealth Management, LLC 1.36% Reduce -3.6% 31,972 $7.4M
Mystic Asset Management, Inc. 1.67% Reduce -3.8% 31,932 $7.4M
One Wealth Management Investment & Advisory Services, LLC 8.03% Add +1.1% 31,907 $7.4M
Souders Financial Advisors 0.84% Add +1.2% 31,900 $7.4M
Cordatus Wealth Management LLC 1.70% Add +2.9% 31,843 $7.3M
Peachtree Investment Partners, LLC 2.44% Reduce -0.1% 31,825 $7.3M
Sun Group Wealth Partners 5.90% — 31,820 $7.3M
Consolidated Portfolio Review Corp 0.63% Reduce -14.9% 31,780 $7.3M
Pine Ridge Advisers LLC 0.51% Add +16.0% 31,780 $7.3M
Convergence Financial, LLC 1.07% Add +0.8% 31,777 $7.3M
Redwood Investment Management, LLC 0.82% Add +41.1% 31,721 $7.3M
Beacon Financial Group 0.73% Reduce -6.1% 31,701 $7.3M
Sitrin Capital Management LLC 3.47% Reduce -0.3% 31,699 $7.3M
Piar LLC 5.55% Reduce -7.4% 31,690 $7.3M
Beacon Bank & Trust 1.48% Reduce -4.5% 31,656 $7.3M
Tenere Capital LLC 5.66% Reduce -79.3% 31,640 $7.3M
Tabor Asset Management, LP 2.95% New 31,628 $7.3M
Mainstream Capital Management LLC 4.78% Reduce -2.2% 31,621 $7.3M
Soros Capital Management LLC 1.91% Add +4.8% 31,571 $7.3M
Whitford Management LLC 7.41% Reduce -9.3% 31,554 $7.3M
Griffith & Werner, Inc. 3.71% Add +1.0% 31,545 $7.3M
Accel Wealth Management 1.99% Add +1.0% 31,518 $7.3M
Versant Capital Management, Inc 0.91% Add +5.7% 31,515 $7.3M
Wealth Management Partners, LLC 2.08% Add +0.3% 31,508 $7.3M
Mach-1 Financial Group, LLC 1.49% Add +245.0% 31,492 $7.3M
Legacy Wealth Management, LLC / MS 1.94% Add +9.2% 31,467 $7.3M
Evolutionary Tree Capital Management, LLC 8.43% Reduce -14.7% 31,465 $7.3M
Afg Fiduciary Services Limited Partnership 4.33% Add +6076.1% 1,815,577 $7.2M
Norway Savings Bank 3.34% Add +4.7% 31,316 $7.2M
Kathmere Capital Management, LLC 0.49% Add +20.5% 31,283 $7.2M
Deane Retirement Strategies, Inc. 2.99% Add +26.2% 31,323 $7.2M
Twin Peaks Wealth Advisors, LLC 2.10% Add +15.5% 34,589 $7.2M
TradeWell Securities, LLC. 2.80% Add +1.8% 31,199 $7.2M
Concentrum Wealth Management 2.01% Add +12.4% 31,182 $7.2M
Altura Wealth Advisors Inc. 3.09% Add +8.1% 31,145 $7.2M
Eagle Strategies LLC 0.92% Add +15.2% 31,107 $7.2M
Kingstone Capital Partners Texas, LLC 4.19% Add +0.8% 31,095 $7.2M
Platinum Investment Management Ltd. 1.66% Reduce -26.7% 31,080 $7.2M
GS Investments, Inc. 3.89% Reduce -12.0% 31,037 $7.2M
Drucker Wealth 3.0, LLC 1.26% Add +6.5% 31,031 $7.2M
Mizuho Markets Cayman LP 0.36% Add +1616.2% 30,926 $7.1M
Resources Management Corp. /CT/ 0.93% Add +7.8% 30,913 $7.1M
Wrapmanager Inc. 2.41% Reduce -12.0% 30,902 $7.1M
Scissortail Wealth Management, LLC 1.63% Reduce -0.5% 30,875 $7.1M
Mountain Hill Investment Partners Corp. 5.10% No change 30,862 $7.1M
Brown Financial Advisors 2.61% Add +0.3% 30,841 $7.1M
Trek Financial, LLC 0.41% Reduce -48.0% 30,829 $7.1M
Certified Advisory Corp 0.65% Reduce -2.2% 30,766 $7.1M
KLCM Advisors, Inc. 0.61% Add +14.4% 30,646 $7.1M
Meridian Management Co. 1.75% Add +4.6% 30,616 $7.1M
Ellsworth Advisors, LLC 1.40% Add +2.2% 29,661 $7.1M
Kultura Capital Management LP 5.13% — 30,600 $7.1M
SOL Capital Management CO 0.63% Reduce -4.5% 30,565 $7.1M
Elyxium Wealth, LLC 1.96% Add +5.3% 30,557 $7.1M
Evergreen Private Wealth LLC 2.78% Reduce -2.9% 30,556 $7.1M
Horrell Capital Management, Inc. 3.07% Reduce -3.2% 30,547 $7.1M
Amitell Capital Pte Ltd 7.88% New 30,542 $7.0M
Patron Partners, LLC 3.14% Reduce -3.1% 30,511 $7.0M
Saturna Capital Corp. 0.09% Add +5.1% 30,484 $7.0M
Culbertson A N & Co. Inc. 0.96% Add +8.6% 30,444 $7.0M
Western Pacific Wealth Management, LP 6.80% Add +0.2% 30,438 $7.0M
Agate Pass Investment Management, LLC 2.61% Add +12.7% 30,405 $7.0M
Bahl & Gaynor LLC 0.04% Add +7.9% 30,401 $7.0M
Tower View Wealth Management LLC 3.47% Add +1.2% 30,377 $7.0M
Aft, Forsyth & Company, Inc. 3.02% Add +0.7% 30,338 $7.0M
Peregrine Asset Advisers, Inc. 1.98% Add +186.2% 30,337 $7.0M
Secure Asset Management, LLC 1.10% Add +0.7% 30,316 $7.0M
Massar Capital Management, LP 1.38% New 30,291 $7.0M
Saxon Interests, Inc. 2.47% Reduce -0.8% 30,276 $7.0M
Marathon Capital Management 1.51% Reduce -0.0% 30,257 $7.0M
Wellington Shields & Co., LLC 1.72% Reduce -0.1% 30,236 $7.0M
First Nebraska Trust Co 0.64% Add +134.7% 30,230 $7.0M
Notis-McConarty Edward 3.23% Add +0.3% 30,222 $7.0M
Solstein Capital, LLC 2.80% Add +11.1% 30,209 $7.0M
StoneCrest Wealth Management, Inc. 2.81% Add +4.9% 30,134 $7.0M
Yarger Wealth Strategies, LLC 2.99% Add +0.5% 30,091 $6.9M
Shaker Investments LLC 2.88% Reduce -0.8% 30,038 $6.9M
Arrow Capital Pty Ltd 6.64% New 30,000 $6.9M
Cna Financial Corp. 3.37% New 30,000 $6.9M
Greenspring Advisors, LLC 0.42% Add +543.9% 29,997 $6.9M
Maia Wealth LLC 1.18% Add +5.9% 34,682 $6.9M
Prelude Capital Management, LLC 0.51% Reduce -55.6% 29,985 $6.9M
Intrua Financial, LLC 0.76% Reduce -0.7% 29,954 $6.9M
Chaney Capital Management, Inc. 2.39% Add +0.6% 29,948 $6.9M
Voya Financial Advisors, Inc. 0.66% Reduce -5.6% 29,785 $6.9M
Northstar Advisory Group, LLC 2.45% Add +1.6% 29,920 $6.9M
Vanguard Capital Wealth Advisors 5.54% Add +4.0% 29,918 $6.9M
Medallion Wealth Advisors, LLC 2.32% Reduce -2.6% 29,900 $6.9M
ELCO Management Co., LLC 4.35% Reduce -0.4% 29,886 $6.9M
Accretive Wealth Partners, LLC 2.04% Add +14.6% 29,844 $6.9M
Austin Private Wealth, LLC 0.52% Reduce -5.2% 29,806 $6.9M
Noked Israel Ltd 1.10% New 29,770 $6.9M
Sterling Investment Counsel, LLC 1.97% Add +8.3% 29,916 $6.9M
Cornerstone Planning, LLC 1.59% — 29,872 $6.9M
WD Rutherford LLC 2.87% Add +4.3% 29,733 $6.9M
Investor's Fiduciary Advisor Network, LLC 1.47% Add +5.8% 29,723 $6.9M
Stenham Asset Management (UK) Plc 8.60% Reduce -4.2% 29,700 $6.9M
Woodard & Co. Asset Management Group Inc. 1.08% Add +9.9% 29,691 $6.9M
VeraBank, N.A. 1.25% Reduce -1.7% 29,687 $6.9M
Marshall Investment Management, LLC 3.44% Add +10.1% 29,679 $6.9M
Westbourne Investments, Inc. 3.18% Reduce -0.6% 29,642 $6.8M
Farmers Trust Co. 1.12% Reduce -0.1% 29,623 $6.8M
Jackson Wealth Management, LLC 0.67% Add +2.3% 29,596 $6.8M
Bank of New Hampshire 1.53% Reduce -5.7% 29,532 $6.8M
Concorde Financial Corp 5.28% Reduce -1.6% 28,552 $6.8M
Howard Financial Services, LTD. 0.80% Add +7.3% 29,460 $6.8M
NRI Wealth Management LC 3.47% Add +1.5% 29,441 $6.8M
Private Wealth Asset Management, LLC 0.74% Add +24.2% 29,404 $6.8M
Newman Dignan & Sheerar, Inc. 1.41% Add +2.0% 29,378 $6.8M
Spahn Wealth & Retirement LLC 4.21% Reduce -0.6% 29,373 $6.8M
Maven Securities LTD 0.86% New 29,361 $6.8M
Key Client Fiduciary Advisors, LLC 2.35% Reduce -4.0% 29,348 $6.8M
Strategic Investment Advisors / MI 0.59% Reduce -2.0% 29,334 $6.8M
YANKCOM Partnership 2.87% Add +4.6% 29,291 $6.8M
Barrier Capital Management, LLC 4.97% New 29,246 $6.8M
Income Insurance Ltd 4.38% — 29,241 $6.7M
White Pine Capital LLC 1.86% Add +1.1% 29,236 $6.7M
Robbins Farley 3.06% Reduce -11.9% 29,215 $6.7M
First Washington CORP 1.75% Reduce -1.0% 29,209 $6.7M
Westfuller Advisors, LLC 2.72% Reduce -7.0% 29,152 $6.7M
Pekin Hardy Strauss, Inc. 0.62% Add +5.6% 29,140 $6.7M
Index Fund Advisors, Inc. 0.32% Reduce -2.0% 29,131 $6.7M
Fortem Financial Group, LLC 1.79% Add +7.3% 29,088 $6.7M
Fort Point Capital Partners LLC 0.81% Add +4.7% 28,174 $6.7M
Trust Co. of Oklahoma 1.96% Add +2.4% 29,061 $6.7M
Breakwater Capital Group 0.94% Reduce -0.6% 29,051 $6.7M
Curated Wealth Partners LLC 0.72% Add +9.6% 29,047 $6.7M
ORG Partners LLC 1.20% Reduce -0.7% 29,037 $6.7M
Menard Financial Group LLC 4.60% Reduce -0.1% 29,018 $6.7M
FLC Capital Advisors 1.24% Add +0.5% 29,003 $6.7M
Financial Management Network Inc. 1.06% Add +1.0% 29,552 $6.7M
Cooper Capital Advisors LLC 4.21% Add +0.3% 28,987 $6.7M
Convergence Investment Partners, LLC 1.33% Reduce -15.7% 28,956 $6.7M
Onyx Bridge Wealth Group LLC 0.71% Reduce -2.9% 28,949 $6.7M
Sage Advisors, LLC 4.43% Add +10.4% 28,943 $6.7M
Acropolis Investment Management, LLC 0.30% Add +1.9% 28,924 $6.7M
Millennium Capital Advisors, LLC 3.93% Reduce -0.1% 28,888 $6.7M
Park Place Capital Corp 1.39% Reduce -0.5% 28,888 $6.7M
Anchyra Partners LLC 2.04% — 28,864 $6.7M
Greenup Street Wealth Management LLC 0.96% Add +80.9% 28,845 $6.7M
Jeppson Wealth Management, LLC 2.11% Reduce -0.4% 28,833 $6.7M
Essex Investment Management Co. LLC 1.01% Reduce -1.5% 28,833 $6.7M
Dover Advisors, LLC 2.58% Add +2.6% 28,829 $6.7M
Fourth Dimension Wealth, LLC 2.42% Add +0.5% 28,782 $6.6M
DLK Investment Management, LLC 2.47% Add +1.9% 28,773 $6.6M
Diversified Management Inc. 1.55% — 28,758 $6.6M
RIA Advisory Group LLC 1.60% Add +8.4% 28,703 $6.6M
Houlihan Financial Resource Group, Ltd. 2.57% Add +100.7% 28,208 $6.6M
Brady Family Wealth, LLC 2.04% Reduce -3.7% 28,692 $6.6M
Field & Main Bank 1.91% Add +1.2% 28,661 $6.6M
ABLE Financial Group, LLC 1.34% Add +12.3% 28,636 $6.6M
Rare Wolf Capital LLC 4.12% — 28,561 $6.6M
Lee Johnson Capital Management, LLC 2.26% Reduce -0.7% 28,560 $6.6M
Tranquility Partners, LLC 2.37% Reduce -13.6% 28,557 $6.6M
OneAscent Financial Services LLC 0.61% Reduce -14.0% 28,550 $6.6M
Orion Capital Management LLC 2.22% Reduce -2.0% 28,549 $6.6M
Wealth Alliance Advisory Group, LLC 1.13% Add +5.3% 28,506 $6.6M
Elefante Mark B 4.03% Add +3.7% 28,502 $6.6M
1834 Investment Advisors Co. 0.83% Reduce -1.7% 28,500 $6.6M
Lineweaver Wealth Advisors, LLC 0.90% Add +7.5% 28,472 $6.6M
Oarsman Capital, Inc. 0.85% Add +2.7% 28,450 $6.6M
Alteri Wealth LLC 2.12% Add +0.5% 28,398 $6.6M
Vigilare Wealth Management 2.20% Add +3.0% 28,378 $6.6M
Point Windward Advisors Inc. 3.18% Reduce -7.4% 28,372 $6.5M
Guardian Capital LP 0.19% Add +9.7% 28,361 $6.5M
Paragon Advisors, LLC 1.78% Add +2.4% 28,360 $6.5M
Estabrook Capital Management 0.96% Add +0.4% 28,353 $6.5M
BigSur Wealth Management LLC 1.59% Reduce -3.1% 28,345 $6.5M
Trinity Legacy Partners, LLC 1.50% Add +1.5% 28,294 $6.5M
Lumbard & Kellner, LLC 2.28% Reduce -0.7% 28,207 $6.5M
American Trust 0.55% Reduce -2.2% 28,177 $6.5M
Ascentis Wealth Management, LLC 1.66% Add +1.3% 28,169 $6.5M
Carroll Investors, Inc 3.11% Reduce -15.3% 28,149 $6.5M
LFG Wealth Partners, LLC 4.14% — 28,165 $6.5M
Highview Capital Management LLC 2.29% Reduce -7.3% 28,156 $6.5M
Abel Hall, LLC 1.52% Add +120.3% 28,115 $6.5M
Transatlantique Private Wealth LLC 2.03% Add +3.0% 28,277 $6.5M
Butensky & Cohen Financial Security, Inc. 1.75% Add +1.8% 28,049 $6.5M
Dempze Nancy E 3.37% Add +1.6% 27,991 $6.5M
Mattern Wealth Management LLC 1.24% Reduce -0.7% 27,987 $6.5M
Baker Tilly Wealth Management, LLC 1.59% Add +4.5% 27,973 $6.5M
Insight Wealth Strategies, LLC 0.74% Reduce -3.0% 27,957 $6.5M
Benin Management CORP 1.44% Reduce -1.1% 27,954 $6.5M
Dara Capital Us, Inc. 5.71% — 27,950 $6.5M
Schear Investment Advisers, LLC 2.78% Add +4.6% 27,948 $6.5M
Shoker Investment Counsel, Inc. 1.89% Add +0.3% 27,933 $6.4M
Bernard Wealth Management Corp. 2.62% Reduce -1.9% 27,923 $6.4M
TSG Advice Partners, LLC 0.98% — 27,901 $6.4M
StrongBox Wealth, LLC 2.12% Add +1.2% 27,894 $6.4M
High Net Worth Advisory Group LLC 1.48% Add +1.3% 27,818 $6.4M
Stoneridge Investment Partners LLC 4.46% Add +64.1% 27,762 $6.4M
Jupiter Wealth Management LLC 2.85% Add +19.8% 32,078 $6.4M
Magnolia Capital Advisors LLC 1.35% Add +10.8% 27,734 $6.4M
Tulsa Wealth Advisors, INC 2.13% — 27,716 $6.4M
Enclave Advisors LLC 0.91% Reduce -6.7% 27,715 $6.4M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 3.11% Add +22.0% 27,700 $6.4M
Gilbert & Cook, Inc. 0.80% Reduce -3.3% 27,659 $6.4M
Liberty Wealth Management LLC 0.82% Add +16.0% 27,652 $6.4M
Blue Sky Capital Consultants Group, Inc. 2.78% Add +3.4% 27,606 $6.4M
McAlister, Sweet & Associates, Inc. 4.84% Reduce -5.8% 27,605 $6.4M
Atlas Brown,Inc. 1.89% Reduce -1.3% 27,602 $6.4M
Floyd Financial Group LLC 4.31% Add +3.0% 30,322 $6.4M
Harbour Investment Management LLC 3.37% Reduce -22.0% 27,561 $6.4M
Fox Hill Wealth Management 2.95% Add +5.7% 27,475 $6.3M
Lantz Financial LLC 1.34% Reduce -5.2% 27,447 $6.3M
TCFG Wealth Management, LLC 2.49% Reduce -3.3% 27,439 $6.3M
Oder Investment Management, LLC 4.59% Reduce -1.4% 27,435 $6.3M
Nicolet Bankshares Inc. 1.01% Reduce -20.0% 27,408 $6.3M
TTP Investments, Inc. 2.07% Reduce -18.7% 27,382 $6.3M
FSM Wealth Advisors, LLC 0.86% Reduce -8.5% 27,379 $6.3M
Olistico Wealth, LLC 3.08% Add +0.2% 27,369 $6.3M
Fourpath Capital Management, LLC 0.86% Reduce -1.1% 27,369 $6.3M
DT Investment Partners, LLC 0.52% Add +7.3% 27,352 $6.3M
Caliber Wealth Management, LLC / KS 0.68% Add +2.9% 27,330 $6.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.38% Add +3.7% 27,312 $6.3M
E Fund Management (Hong Kong) Co., Ltd. 2.12% Add +54.4% 25,943 $6.3M
1900 Wealth Management LLC 0.40% Add +8.4% 27,285 $6.3M
KKM Financial LLC 1.12% Add +13.7% 27,276 $6.3M
Quad-Cities Investment Group, LLC 2.60% Reduce -0.6% 27,274 $6.3M
Greykasell Wealth Strategies, Inc. 2.47% Add +0.3% 27,155 $6.3M
Oakworth Capital, Inc. 0.34% Add +2.0% 27,096 $6.3M
Bellevue Asset Management, LLC 2.02% Add +5.1% 27,100 $6.3M
Aperture Investors, LLC 0.87% Add +22.6% 27,074 $6.2M
Wimmer Associates 1, LLC 2.90% Add +0.3% 27,067 $6.2M
First Bank & Trust 1.02% Add +1.4% 27,066 $6.2M
CYBER HORNET ETFs LLC 3.72% Add +5.4% 27,035 $6.2M
Miura Global Management, LLC 10.41% Add +170.0% 27,000 $6.2M
Wilmar Advisors LLC 4.87% No change 27,000 $6.2M
Granite Harbor Advisors, Inc. 2.63% Reduce -0.9% 26,970 $6.2M
Cross Staff Investments Inc 3.42% Reduce -1.1% 26,938 $6.2M
Hanson & Doremus Investment Management 0.75% Reduce -2.3% 26,904 $6.2M
GKV Capital Management Co., Inc. 2.32% Reduce -4.2% 26,897 $6.2M
Beaton Management Co. Inc. 2.73% Reduce -1.5% 26,882 $6.2M
Genus Capital Management Inc. 0.72% Reduce -2.2% 26,868 $6.2M
Permanens Capital L.P. 0.81% Add +458.0% 26,864 $6.2M
Cim Investment Management Inc. 1.62% No change 26,827 $6.2M
GK Wealth Management LLC 4.53% Add +4.8% 26,801 $6.2M
American Financial Advisors, LLC 0.80% Add +0.9% 26,764 $6.2M
Buttonwood Financial Advisors Inc. 2.06% Reduce -0.8% 26,743 $6.2M
Doheny Asset Management 3.77% Add +17.6% 26,736 $6.2M
Trivant Custom Portfolio Group, LLC 3.55% Add +0.8% 26,723 $6.2M
Runnymede Capital Advisors, Inc. 3.55% Reduce -22.9% 26,723 $6.2M
Cidel Asset Management Inc. 0.44% Add +19.4% 26,714 $6.2M
Guinness Atkinson Asset Management Inc 2.90% Reduce -5.5% 26,558 $6.2M
Virtue Capital Management, LLC 0.95% Add +1465.4% 27,207 $6.2M
Decker Wealth Management LLC 1.35% — 26,656 $6.2M
Rip Road Capital Partners LP 9.83% Add +9.4% 26,645 $6.2M
Eley Financial Management, Inc 2.21% Reduce -0.5% 26,618 $6.1M
Snowwater Investment Partners, LLC 5.65% — 26,599 $6.1M
Bourne Lent Asset Management Inc. 2.03% Add +0.7% 26,551 $6.1M
William Allan Corp 3.47% Reduce -1.9% 26,537 $6.1M
Range Advisory, LLC 1.58% — 26,528 $6.1M
Constitution Capital LLC 2.89% Add +39.2% 26,505 $6.1M
683 Capital Management, LLC 0.54% No change 26,500 $6.1M
Shelter Rock Management, LLC 6.14% — 26,481 $6.1M
Confluence Wealth Services, Inc. 0.25% Add +1.6% 26,419 $6.1M
Prevail Innovative Wealth Advisors, LLC 1.09% Add +4.2% 26,416 $6.1M
BlueSky Wealth Advisors, LLC 0.80% No change 26,416 $6.1M
N.E.W. Advisory Services LLC 0.45% Add +21.2% 26,372 $6.1M
Alchemi Wealth, LLC 3.33% — 26,365 $6.1M
JPL Wealth Management, LLC 1.48% Reduce -1.7% 26,343 $6.1M
CVA Family Office, LLC 0.70% Reduce -0.5% 26,323 $6.1M
Impact Capital Partners LLC 1.80% Add +0.2% 26,318 $6.1M
Baer Investment Advisory LLC 8.47% Add +1.4% 26,311 $6.1M
Cromwell Holdings LLC 3.31% Add +0.6% 26,301 $6.1M
Morgens Waterfall Vintiadis & Co. Inc. 4.45% No change 26,300 $6.1M
Nvest Financial, LLC 2.52% Add +46.6% 26,297 $6.1M
Victory Financial Group, LLC 0.76% Add +16.1% 26,283 $6.1M
Family Legacy, Inc. 1.81% Add +0.1% 26,234 $6.1M
Alpine Woods Capital Investors, LLC 1.44% Reduce -12.5% 26,221 $6.1M
NCP Inc. 4.88% Add +1.7% 26,199 $6.0M
Ceeto Capital Group, LLC 1.76% Reduce -4.5% 26,200 $6.0M
William John Sempolinski 2.97% — 26,189 $6.0M
Bernicke Wealth Management, Ltd. 0.78% — 26,154 $6.0M
Enterprise Financial Services Corp 3.06% Add +10.2% 26,130 $6.0M
Harrington Investments, INC 3.03% Reduce -2.7% 26,107 $6.0M
Asahi Life Asset Management Co., LTD. 3.36% Reduce -8.1% 26,087 $6.0M
Sequent Planning LLC 1.53% Reduce -4.6% 26,084 $6.0M
SBI Okasan Asset Management Co.Ltd. 0.33% — 25,935 $6.0M
VUB Generali dochodkova spravcovska spolocnost, a.s. 4.61% — 26,072 $6.0M
FWL Investment Management, LLC 1.44% Reduce -50.6% 26,012 $6.0M
Soviero Asset Management, LP 3.14% Add +23.8% 26,000 $6.0M
Radnor Capital Management, LLC 0.89% Add +53.1% 25,974 $6.0M
Somerset Group LLC 4.52% Reduce -1.5% 24,812 $6.0M
Horizon Investment Services, LLC 2.16% Add +4.2% 25,957 $6.0M
Eaton Financial Holdings Company, LLC 1.61% Add +4.3% 25,950 $6.0M
Crewe Advisors LLC 0.53% Reduce -4.7% 25,897 $6.0M
Everpar Advisors LLC 2.21% Add +6.2% 25,855 $6.0M
Finivi Inc. 3.45% Reduce -2.3% 25,850 $6.0M
Second Line Capital, LLC 1.23% Add +1.9% 25,836 $6.0M
Valley Wealth Managers, Inc. 0.38% Add +9.5% 25,820 $6.0M
Chancellor Financial Group WB LP 4.08% Add +0.8% 25,806 $6.0M
Fortitude Advisory Group L.L.C. 2.53% Reduce -5.8% 25,773 $5.9M
Redhawk Wealth Advisors, Inc. 0.67% Reduce -1.1% 25,772 $5.9M
Roberts Glore & Co. Inc. 1.58% Add +1.2% 25,760 $5.9M
Rf&l Wealth Management, LLC 3.33% Add +0.1% 25,759 $5.9M
Baker Ellis Asset Management LLC 0.72% Add +5.5% 25,752 $5.9M
Pavion Blue Capital, LLC 2.46% Add +0.8% 25,680 $5.9M
E&G Advisors, LLC 1.32% Add +2.1% 25,661 $5.9M
New England Research & Management, Inc. 2.59% Reduce -0.3% 25,634 $5.9M
NewSquare Capital LLC 0.52% Reduce -30.6% 25,624 $5.9M
SYM FINANCIAL Corp 0.61% Add +4.7% 25,569 $5.9M
First Command Advisory Services, Inc. 0.04% Add +9.4% 25,556 $5.9M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 4.10% Reduce -39.8% 24,656 $5.9M
First International Bank of Israel Ltd. 2.81% Add +3.1% 25,494 $5.9M
Warm Springs Advisors Inc. 4.55% Reduce -3.5% 25,492 $5.9M
BSW Wealth Partners 0.71% Reduce -3.4% 25,472 $5.9M
First National Bank of Mount Dora, Trust Investment Services 1.28% Reduce -0.1% 25,466 $5.9M
Catalyst Capital Advisors LLC 0.12% Reduce -5.7% 25,418 $5.9M
Strategic Advocates LLC 1.50% Add +5.1% 25,231 $5.9M
Redmond Asset Management, LLC 1.50% Reduce -3.0% 25,415 $5.9M
Evelyn Partners Investment Management (Europe) Ltd 1.90% Add +2.3% 25,399 $5.9M
NDVR, Inc. 4.86% Reduce -0.5% 25,367 $5.9M
Sentry Investment Management LLC 3.84% Add +0.7% 25,348 $5.9M
Peak Asset Management, LLC 0.99% Reduce -0.1% 25,322 $5.8M
Monimus Capital Management, LP 3.85% New 25,300 $5.8M
Oribel Capital Management, LP 0.57% New 25,300 $5.8M
IKE Capital, LLC 5.08% — 25,296 $5.8M
FFT Wealth Management LLC 1.11% Reduce -11.3% 25,289 $5.8M
Silphium Asset Management Ltd 2.47% Reduce -26.9% 25,288 $5.8M
Compass Ion Advisors, LLC 0.56% Reduce -2.3% 25,283 $5.8M
Hartford Funds Management Co LLC 0.48% Add +76.6% 25,279 $5.8M
GSG Advisors LLC 1.51% Add +0.7% 25,271 $5.8M
Quaker Wealth Management, LLC 1.85% Add +1.2% 25,266 $5.8M
Revolve Wealth Partners, LLC 0.69% Reduce -6.5% 25,247 $5.8M
Berman McAleer LLC 0.80% Reduce -0.7% 25,246 $5.8M
Key Financial Inc 1.06% Add +2.8% 25,236 $5.8M
Campbell & CO Investment Adviser LLC 0.28% Reduce -5.7% 25,228 $5.8M
Byrne Asset Management LLC 3.27% Reduce -1.8% 25,211 $5.8M
Aspiring Ventures, LLC 2.11% Add +10.8% 25,187 $5.8M
Point Break Capital Management, LLC 5.15% — 25,173 $5.8M
Crux Wealth Advisors 2.16% Reduce -0.8% 25,168 $5.8M
Abundance Wealth Counselors 0.98% Add +0.3% 25,163 $5.8M
St. Nicholas Private Asset Management, Inc. 5.19% Reduce -2.8% 25,093 $5.8M
EPG Wealth Management LLC 1.56% Add +2.4% 25,075 $5.8M
Triton Financial Group Inc 3.82% Add +1.1% 25,008 $5.8M
Keystone Wealth Services, LLC 1.22% Add +4.5% 25,005 $5.8M
Voss Capital, LP 0.31% New 25,000 $5.8M
Prosperity Wealth Management, Inc. 1.92% Add +6.6% 24,995 $5.8M
Amarillo National Bank 1.01% Add +1.0% 24,944 $5.8M
Freedom Day Solutions, LLC 1.56% Add +0.4% 24,926 $5.8M
Estate Planners Group, LLC 2.49% — 24,921 $5.8M
Pinnacle Bancorp, Inc. 1.68% Reduce -6.7% 24,896 $5.7M
NatWest Group plc 1.34% Add +3.6% 24,861 $5.7M
Capital Insight Partners, LLC 1.21% Reduce -18.6% 24,843 $5.7M
Green Ridge Wealth Planning LLC 2.93% — 24,831 $5.7M
Advisors Preferred, LLC 0.93% No change 25,300 $5.7M
Sagewood Asset Management LP 2.03% — 24,811 $5.7M
Sender Co & Partners, Inc. 3.26% Reduce -8.8% 24,807 $5.7M
Center for Financial Planning, Inc. 0.60% Reduce -2.3% 24,790 $5.7M
Sunpointe, LLC 1.90% Add +12.9% 24,788 $5.7M
Rational Advisors, Inc. 0.62% Reduce -19.9% 24,775 $5.7M
JFS Wealth Advisors, LLC 0.32% Add +8.2% 24,698 $5.7M
Aire Advisors, LLC 1.04% Reduce -13.6% 24,680 $5.7M
Vanderbilt University 0.97% Reduce -12.5% 24,674 $5.7M
Eagle Wealth Advisors LLC 4.85% — 24,661 $5.7M
Headinvest, LLC 1.13% Add +30.9% 24,645 $5.7M
Steamboat Capital Partners, LLC 1.56% Add +1.5% 24,613 $5.7M
White Knight Strategic Wealth Advisors, LLC 4.16% Add +6.6% 24,608 $5.7M
Riggs Asset Managment Co. Inc. 1.15% Reduce -1.2% 24,607 $5.7M
Act Capital Management, LLC 4.59% — 24,600 $5.7M
Bluedoor Private Wealth, LLC 2.62% — 24,583 $5.7M
Boxwood Ventures, Inc. 5.70% Add +6.1% 24,550 $5.7M
Northbridge Financial Group, LLC 2.54% — 24,544 $5.7M
Cambria Investment Management, L.P. 0.33% Reduce -5.2% 24,538 $5.7M
Greenfield Savings Bank 2.38% Reduce -0.2% 24,535 $5.7M
Compass Capital Corp. /Ma/ 2.18% Add +2.8% 27,366 $5.7M
STF Management LP 5.31% Reduce -60.2% 24,522 $5.7M
PGIM Custom Harvest LLC 0.08% Add +3.9% 24,522 $5.7M
MIdWestOne Financial Group, Inc. 0.63% Add +7.6% 24,504 $5.7M
General Equity Holdings LP 3.53% New 24,500 $5.7M
Duncan Williams Asset Management, LLC 1.41% Reduce -0.5% 24,269 $5.7M
Rede Wealth, LLC 1.96% Add +175.5% 24,447 $5.6M
Summit Wealth Group LLC / Co. 0.75% Reduce -69.4% 24,442 $5.6M
Allen Operations LLC 0.71% No change 24,420 $5.6M
Split Rock Private Trading & Wealth Management, LLC 4.52% — 24,419 $5.6M
Centric Wealth Management 1.19% Add +0.2% 23,161 $5.6M
TB Capital Gestao de Recursos Ltda. 3.35% Add +133.8% 24,365 $5.6M
Pasadena Private Wealth, LLC 0.77% Add +18.1% 24,357 $5.6M
Bay Rivers Group 2.27% Add +1.0% 24,353 $5.6M
Frisch Financial Group, Inc. 1.26% Reduce -1.3% 24,340 $5.6M
Investidor Profissional Gestao de Recursos Ltda. 4.19% Reduce -10.5% 24,337 $5.6M
Audent Global Asset Management, LLC 3.54% Add +6.9% 24,241 $5.6M
Cooper Investors PTY Ltd. 1.85% Reduce -2.4% 24,173 $5.6M
Ankerstar Wealth, LLC 5.55% — 24,168 $5.6M
RFG - Bristol Wealth Advisors, LLC 1.55% Add +2.2% 24,145 $5.6M
Orser Capital Management, LLC 3.15% Reduce -0.5% 24,139 $5.6M
Investment Advisory Group, LLC 1.43% Reduce -2.5% 24,117 $5.6M
Pitcairn Wealth Advisors LLC 0.50% — 24,085 $5.6M
Coastwise Capital Group, LLC 2.87% Add +1.9% 24,080 $5.6M
a16z Perennial Management, L.P. 0.44% Reduce -15.0% 24,069 $5.6M
West Michigan Advisors, LLC 1.27% Add +2.6% 24,027 $5.5M
Brown Miller Wealth Management, LLC 1.53% Reduce -0.0% 24,008 $5.5M
Barrett & Company, Inc. 1.85% Add +4.3% 24,002 $5.5M
Paloma Partners Management Co 4.50% Add +300.0% 24,000 $5.5M
Delphi Financial Group, Inc. 2.81% No change 24,000 $5.5M
Stonebridge Financial Planning Group, LLC 2.00% Add +0.8% 23,990 $5.5M
Lighthouse Financial LLC 3.62% Reduce -2.5% 23,982 $5.5M
Correct Capital Wealth Management 1.04% Add +8.2% 23,978 $5.5M
Tanager Wealth Management LLP 0.55% Reduce -3.4% 23,961 $5.5M
Falcon Wealth Planning 0.46% Add +49.6% 23,914 $5.5M
Hudson Canyon Capital Management 3.22% No change 23,905 $5.5M
Montz Harcus Wealth Management LLC 2.24% Reduce -1.6% 23,903 $5.5M
JGP Wealth Management, LLC 0.57% Add +2.4% 23,886 $5.5M
Steel Grove Capital Advisors, LLC 0.57% Reduce -24.1% 23,884 $5.5M
TOWER TRUST & INVESTMENT Co 3.47% Add +2.6% 23,871 $5.5M
Marin Bay Wealth Advisors, LLC 3.15% — 23,839 $5.5M
Consilium Wealth Advisory, LLC 2.03% Add +2.0% 23,837 $5.5M
MOKAN Wealth Management Inc. 2.44% Add +10.9% 23,830 $5.5M
Plante Moran Financial Advisors, LLC 0.35% Add +4.4% 23,803 $5.5M
Everest Private Wealth 3.06% Add +224.7% 23,800 $5.5M
Ayalon Insurance Comp Ltd. 1.33% No change 23,797 $5.5M
Uptick Partners, LLC 1.17% Add +5.1% 23,787 $5.5M
American Money Management, LLC 0.86% Add +3.2% 23,784 $5.5M
Whalen Wealth Management Inc. 2.95% Add +83.9% 23,780 $5.5M
Pathway Wealth Management LLC 5.00% — 23,775 $5.5M
Fiduciary Family Office, LLC 1.58% Add +6.7% 23,763 $5.5M
Dumont & Blake Investment Advisors LLC 1.32% Reduce -0.8% 23,754 $5.5M
Ak Global Asset Management, LLC 4.79% — 23,735 $5.5M
Revisor Wealth Management LLC 1.46% Add +62.7% 23,451 $5.5M
Triumph Capital Management 1.18% Add +17.0% 23,692 $5.5M
North Dallas Bank & Trust Co. 3.56% — 23,659 $5.5M
JSF Financial, LLC 1.13% Add +3.6% 23,657 $5.5M
Oxinas Partners, LLC 2.63% Reduce -13.1% 23,655 $5.5M
Paces Ferry Wealth Advisors, LLC 2.22% Reduce -1.4% 23,638 $5.5M
Prudent Man Advisors, LLC 1.99% Add +0.6% 23,626 $5.5M
Aspire Capital Advisors LLC 1.28% Add +2.9% 23,602 $5.4M
Garner Asset Management Corp 2.09% Add +0.6% 23,580 $5.4M
Variant Private Wealth, LLC 5.65% Add +6.4% 23,566 $5.4M
First Commonwealth Financial Corp 0.90% Add +1.9% 23,517 $5.4M
Udine Wealth Management, Inc. 2.56% Add +3.7% 23,513 $5.4M
First National Bank Sioux Falls 1.62% Reduce -0.2% 23,511 $5.4M
Parisi Gray Wealth Management 1.23% Add +1.2% 23,477 $5.4M
Provident Co of the Employees of the Hebrew University LTD 5.62% No change 23,473 $5.4M
Missouri Trust & Investment Co 1.59% Add +6.3% 23,469 $5.4M
ZWJ Investment Counsel Inc. 0.20% Add +11.8% 23,466 $5.4M
Waterway Wealth Management, LLC 1.22% Reduce -0.3% 23,440 $5.4M
Southland Equity Partners LLC 1.07% Add +1.8% 23,414 $5.4M
Capstone Wealth Management Group, LLC 2.26% Add +7.3% 23,407 $5.4M
Cary Street Partners Investment Advisory LLC 1.46% Add +13.7% 23,397 $5.4M
Journey Advisory Group, LLC 0.45% Reduce -4.4% 23,383 $5.4M
Cordgrass Capital Advisors, LLC 1.30% Add +0.9% 23,379 $5.4M
Thrive Wealth Management, LLC 0.79% Add +2.0% 23,273 $5.4M
St. Johns Investment Management Company, LLC 2.24% Reduce -1.2% 23,231 $5.4M
Blue Line Capital, LLC / IL 6.35% — 23,228 $5.4M
Beacon Financial Advisory LLC 1.24% Add +0.2% 23,215 $5.4M
Crown Wealth Group, LLC 1.50% Add +8.0% 23,204 $5.4M
W.H. Cornerstone Investments Inc. 3.22% Reduce -1.2% 23,111 $5.3M
CMG Global Holdings, LLC 2.37% Add +33.3% 22,892 $5.3M
Longitude (Cayman) Ltd. 4.62% — 23,100 $5.3M
Cfo Capital Management LLC 3.99% — 23,094 $5.3M
Burford Brothers, Inc. 2.20% Reduce -0.1% 23,048 $5.3M
Lhm, Inc. 1.98% New 23,026 $5.3M
RiverPark Advisors, LLC 2.75% Add +13.3% 23,018 $5.3M
Global Trust Asset Management, LLC 2.10% Add +0.5% 23,016 $5.3M
Aigen Investment Management, LP 1.23% Add +59.3% 22,940 $5.3M
MWA Asset Management 2.94% Add +0.1% 22,880 $5.3M
Core Wealth Partners LLC 2.37% Add +0.7% 22,830 $5.3M
Cornell Pochily Investment Advisors, Inc. 1.52% Reduce -0.2% 22,737 $5.2M
Palacios Wealth Management, LLC 4.02% Reduce -9.9% 22,728 $5.2M
Richard P Slaughter Associates Inc 1.10% Reduce -1.4% 22,686 $5.2M
Constant Guidance Financial LLC 3.68% Add +66.0% 22,670 $5.2M
Arvest Investments, Inc. 0.74% Add +6.2% 22,667 $5.2M
Veracity Capital LLC 1.55% Add +1.4% 22,649 $5.2M
Atlas Wealth LLC 2.08% Reduce -1.0% 22,643 $5.2M
Lafayette Investments, Inc. 0.99% Add +10.6% 22,627 $5.2M
Garton & Associates Financial Advisors LLC 3.01% — 22,627 $5.2M
Ewa, LLC 1.28% Reduce -21.3% 22,588 $5.2M
Lantern Wealth Advisors, LLC 2.77% Reduce -48.5% 22,582 $5.2M
Harold Davidson & Associates Inc. 2.31% Add +0.2% 22,579 $5.2M
AAFMAA Wealth Management & Trust LLC 2.04% Add +43.4% 22,566 $5.2M
Emissary Wealth LLC 4.38% — 22,562 $5.2M
OMC Financial Services LTD 1.94% Reduce -2.1% 22,532 $5.2M
Mader & Shannon Wealth Management, Inc. 2.55% No change 23,680 $5.2M
Herbst Group, LLC 3.06% Add +0.5% 22,496 $5.2M
Tru Independence Asset Management 2, LLC 3.25% Add +47.8% 22,480 $5.2M
Belvedere Trading LLC 0.96% Reduce -77.5% 22,479 $5.2M
Abacus Wealth Partners, LLC 0.51% Add +261.9% 22,477 $5.2M
Mars Jewett Financial Group, Inc. 1.54% — 25,391 $5.2M
D'Orazio & Associates, Inc. 0.66% Add +6.0% 22,442 $5.2M
Benson Wealth Management INC 5.76% — 22,417 $5.2M
Centurion Wealth Management LLC 1.14% Add +7.1% 22,403 $5.2M
Alden Global Capital LLC 2.69% New 22,400 $5.2M
Pinkerton Wealth, LLC 0.53% Add +3.5% 22,332 $5.2M
Crews Bank & Trust 0.74% Reduce -2.3% 22,312 $5.2M
Opulen Financial Group LLC 3.74% Reduce -7.4% 22,267 $5.1M
Royal Capital Wealth Management, LLC 3.03% No change 22,266 $5.1M
Kaizen Financial Strategies 2.27% Add +7.9% 22,224 $5.1M
Integrated Financial Solutions, Inc. 3.65% Add +17.5% 22,213 $5.1M
Financial Perspectives, Inc 1.38% Reduce -0.0% 22,181 $5.1M
Fulcrum Wealth Advisors, LLC 4.21% — 22,178 $5.1M
Alessandra Capital Management, LLC 4.55% — 22,177 $5.1M
Ritter Daniher Financial Advisory LLC / DE 0.86% Reduce -0.1% 22,168 $5.1M
Primoris Wealth Advisors, LLC 3.05% Add +1.1% 22,109 $5.1M
Gables Capital Management Inc. 2.16% Reduce -3.4% 22,106 $5.1M
Bosman Wealth Management, LLC 4.17% Reduce -1.2% 22,006 $5.1M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.77% No change 22,000 $5.1M
Elevate Capital Advisors, LLC 3.35% Add +35.4% 21,948 $5.1M
Elgethun Capital Management 0.88% Reduce -2.4% 21,944 $5.1M
Wealthspire Retirement, LLC 0.31% Add +1.4% 21,917 $5.1M
Liberty One Investment Management, LLC 0.65% Reduce -41.1% 21,912 $5.1M
Oak Family Advisors, LLC 1.55% Reduce -13.6% 21,904 $5.1M
Ulland Investment Advisors, LLC 4.06% Reduce -5.8% 21,873 $5.0M
Ahara Advisors LLC 4.58% — 21,837 $5.0M
Empirical Asset Management, LLC 1.42% Reduce -0.4% 47,332 $5.0M
Clarus Group, Inc. 1.81% Reduce -3.6% 21,768 $5.0M
Kassira Wealth Management LLC 4.76% Reduce -1.3% 21,723 $5.0M
Aldebaran Financial Inc. 4.64% New 21,551 $5.0M
Mirabella Financial Services LLP 0.51% Reduce -77.3% 21,706 $5.0M
Lederer & Associates Investment Counsel 3.36% Reduce -7.7% 21,701 $5.0M
Cape Investment Advisory, Inc. 1.54% Add +44.8% 21,662 $5.0M
Sterneck Capital Management, LLC 2.25% Reduce -9.7% 21,633 $5.0M
Fiduciary Financial Group, LLC 0.70% Add +81.7% 21,585 $5.0M
US Asset Management LLC 4.07% Reduce -0.9% 21,584 $5.0M
Cladis Investment Advisory, LLC 2.72% Reduce -1.9% 21,562 $5.0M
BankPlus Trust Department 1.30% Add +1.8% 21,561 $5.0M
Signature Wealth Management Partners, LLC 2.46% Reduce -2.8% 21,532 $5.0M
First National Bank of Hutchinson 2.90% Reduce -2.5% 21,483 $5.0M
Prosperity Financial Group, Inc. 1.79% Add +4.6% 21,479 $5.0M
Central Valley Advisors, LLC 1.48% Add +1.4% 21,479 $5.0M
Leonard Rickey Investment Advisors P.L.L.C. 0.90% Add +4.1% 21,461 $5.0M
Counterweight Ventures, LLC 2.78% Add +0.3% 21,439 $4.9M
McIlrath & Eck, LLC 0.46% Add +7.6% 21,439 $4.9M
Foster Group, Inc. 0.15% Add +4.2% 21,411 $4.9M
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 4.05% — 21,404 $4.9M
Essex LLC 0.87% Add +6.6% 21,357 $4.9M
Daybright Advisory Services, Inc. 1.31% — 21,331 $4.9M
Westview Management dba Westview Investment Advisors 2.34% — 21,315 $4.9M
Xxi Wealth, LLC 2.99% — 21,314 $4.9M
QTR Family Wealth, LLC 2.17% Add +19.7% 23,765 $4.9M
Seven Springs Wealth Group, LLC 1.44% Reduce -5.1% 21,297 $4.9M
COFG Advisors, LLC 1.21% — 21,278 $4.9M
Greenwich Wealth Management LLC 0.22% Add +35.4% 21,273 $4.9M
Herold Advisors, Inc. 1.10% Add +1.5% 21,267 $4.9M
Natural Investments, LLC 1.22% Add +2.3% 21,260 $4.9M
WealthCare Asset Management, LLC 4.53% — 22,229 $4.9M
Breakwater Investment Management 1.77% Reduce -0.1% 21,233 $4.9M
Verde Capital Management 1.04% Add +9.9% 21,219 $4.9M
Per Stirling Capital Management, LLC. 0.55% Add +4.7% 21,201 $4.9M
Boreal Capital Management LLC 4.48% Add +26.6% 21,197 $4.9M
American Trust Investment Advisors, LLC 2.62% Add +3.0% 21,190 $4.9M
Landscape Capital Management, L.L.C. 0.33% Add +113.0% 21,122 $4.9M
RD Lewis Holdings, Inc. 4.16% Add +3.3% 20,418 $4.9M
Summa Corp. 2.09% Reduce -1.6% 21,092 $4.9M
GWN Securities Inc. 0.98% Add +0.8% 21,073 $4.9M
Lighthouse Financial Services Inc. 1.12% — 21,058 $4.9M
Guardian Partners Inc. 0.39% Add +49.2% 20,906 $4.9M
Regency Capital Management Inc.\DE 2.02% Add +0.8% 21,037 $4.9M
X-Square Capital, LLC 1.59% Reduce -1.1% 21,034 $4.9M
ICW Investment Advisors LLC 1.76% Add +5.6% 21,021 $4.9M
Debussy Capital Management LP 0.66% Reduce -1.5% 21,012 $4.9M
McGowan Group Asset Management, Inc. 0.61% Add +1.1% 21,002 $4.8M
Credit Capital Investments LLC 4.56% Add +2.4% 21,000 $4.8M
Semus Wealth Partners LLC 2.61% Add +2.4% 20,995 $4.8M
Lifeworks Advisors, LLC 0.63% Add +7.3% 20,961 $4.8M
Rothschild Wealth LLC 0.46% Add +70.6% 20,955 $4.8M
Peak Financial Advisors LLC 2.17% Add +10.8% 20,952 $4.8M
Oxford Financial Group, LTD. LLC 0.27% Reduce -11.3% 20,952 $4.8M
Navellier & Associates Inc. 0.54% Add +13.5% 20,932 $4.8M
BCS Wealth Management 0.49% Add +88.0% 20,906 $4.8M
Northwest Wealth Management, LLC 0.76% Add +0.4% 20,869 $4.8M
Hartford Financial Management Inc. 1.25% Add +0.6% 20,788 $4.8M
Ted Buchan & Co 1.76% Add +2.4% 20,786 $4.8M
Waterfront Wealth Inc. 0.91% Add +4.4% 20,189 $4.8M
Chesapeake Wealth Management 1.43% Add +0.2% 20,743 $4.8M
Cetera Trust Company, N.A 2.56% No change 20,732 $4.8M
McHugh Group, LLC 2.75% Reduce -0.6% 20,699 $4.8M
Dearborn Partners LLC 0.24% Add +0.6% 20,634 $4.8M
Wealth Group, Ltd. 4.64% — 20,608 $4.8M
Retirement Planning Co of New England, Inc. 1.91% Add +0.3% 20,609 $4.8M
Marino, Stram & Associates LLC 0.86% Reduce -13.1% 20,574 $4.7M
D.B. Root & Company, LLC 1.16% Reduce -3.0% 20,520 $4.7M
Daytona Street Capital LLC 3.68% — 20,509 $4.7M
Mosaic Family Wealth Partners, LLC 0.52% Add +1.1% 20,501 $4.7M
Goldstone Financial Group, LLC 0.53% Add +6.0% 20,488 $4.7M
Financial Security Advisor, Inc. 0.91% Add +0.7% 20,468 $4.7M
Ballast Advisors LLC 1.30% Reduce -1.4% 20,440 $4.7M
Etesian Wealth Advisors, Inc. 1.48% Reduce -1.9% 20,417 $4.7M
U S Wealth Group, Llc. 3.10% Reduce -0.7% 20,403 $4.7M
Fire Capital Management LLC 2.35% Add +19.5% 20,394 $4.7M
LifeWealth Investments, LLC 1.49% Add +0.1% 20,366 $4.7M
Trail Ridge Investment Advisors, LLC 2.02% Add +2.9% 20,352 $4.7M
Kane Investment Management, Inc. 2.28% Add +2.5% 20,332 $4.7M
Kesler, Norman & Wride, LLC 0.80% Add +1.4% 20,327 $4.7M
HF Advisory Group, LLC 1.63% Add +22.0% 20,284 $4.7M
Diligent Investors, LLC 1.15% Add +5.0% 20,267 $4.7M
3Chopt Investment Partners, LLC 1.05% Reduce -17.3% 20,244 $4.7M
Ebert Capital Management Inc. 4.51% — 19,483 $4.7M
Tactive Advisors, LLC 1.36% Add +0.9% 20,181 $4.7M
Edge Wealth Management LLC 0.82% Reduce -5.2% 20,179 $4.7M
Corbyn Investment Management Inc. 2.19% Reduce -2.9% 20,147 $4.7M
Sandhill Capital Partners LLC 0.33% Reduce -0.8% 20,147 $4.7M
Seneschal Advisors, LLC 3.42% Reduce -7.9% 20,135 $4.6M
Strive Financial Group ,LLC 2.45% — 20,097 $4.6M
Strategy Asset Managers LLC 0.76% Add +10.6% 20,084 $4.6M
Hilltop Holdings Inc. 0.28% Reduce -85.5% 20,035 $4.6M
Sequent Asset Management, LLC 2.05% No change 20,017 $4.6M
ION Fund Management Ltd 0.59% — 20,000 $4.6M
Bangor Savings Bank 0.37% Reduce -6.2% 19,978 $4.6M
Beaumont Asset Management, L.L.C. 2.30% Add +3.8% 19,965 $4.6M
Emerald Advisors, LLC 0.63% Add +11.0% 19,952 $4.6M
Fi3 FINANCIAL ADVISORS, LLC 1.41% Add +13.8% 19,945 $4.6M
Strategic Family Wealth Counselors, L.L.C. 1.03% Add +124.6% 19,926 $4.6M
Granite Islands Private Wealth, LLC 4.24% — 20,036 $4.6M
Ami Investment Management Inc. 1.03% Add +0.5% 19,928 $4.6M
Proffitt & Goodson Inc. 0.64% Add +29.3% 19,915 $4.6M
HORAN Wealth, LLC 0.71% Add +2.1% 19,900 $4.6M
Woodward Diversified Capital, LLC 2.10% Add +1.8% 19,883 $4.6M
Long Run Wealth Advisors, LLC 0.86% Add +0.5% 19,883 $4.6M
Urban Wealth Management, LLC 4.26% — 19,849 $4.6M
Spartan Planning & Wealth Management 3.38% Add +3.9% 19,840 $4.6M
PKS Advisory Services, LLC 1.04% Reduce -6.3% 19,832 $4.6M
Bank of Stockton 1.31% Add +11.7% 19,826 $4.6M
Crescent Grove Advisors, LLC 0.43% Reduce -1.3% 19,802 $4.6M
Barings LLC 0.09% Reduce -16.8% 19,799 $4.6M
Clarendon Private LLC 3.87% Reduce -0.3% 19,798 $4.6M
Watchman Group, Inc. 1.09% Reduce -0.4% 19,791 $4.6M
Crawford Investment Counsel Inc. 0.08% Add +23.1% 19,786 $4.6M
Platt Wealth Management LLC 4.52% — 19,769 $4.6M
City State Bank 1.25% Add +0.6% 19,749 $4.6M
Prestige Wealth Management Group LLC 0.87% Reduce -4.1% 19,748 $4.6M
Addison Capital Co 1.14% Add +1.9% 19,724 $4.6M
Pettee Investors, Inc. 2.55% Add +0.5% 19,723 $4.6M
Benedict Financial Advisors Inc. 0.96% Add +6.0% 19,718 $4.6M
Madison Wealth Partners, Inc 0.83% Reduce -0.7% 19,713 $4.6M
Brucke Financial, Inc. 2.48% Reduce -1.4% 19,685 $4.5M
Intellus Advisors LLC 0.60% Add +15.0% 19,658 $4.5M
Meridian Financial Partners LLC 1.79% Add +1.6% 19,609 $4.5M
Kintra Wealth, LLC 0.63% Add +136.2% 19,645 $4.5M
Capital Square, LLC 2.31% Reduce -3.7% 19,630 $4.5M
Ssa Swiss Advisors AG 2.11% No change 19,589 $4.5M
Ramirez Asset Management, Inc. 0.60% No change 19,608 $4.5M
Well Done, LLC 0.68% Add +27.6% 19,596 $4.5M
Eagle Wealth Strategies LLC 2.10% Add +2.8% 19,565 $4.5M
Vision Financial Markets LLC 4.60% No change 19,536 $4.5M
Morton Capital Management LLC 0.69% Add +0.9% 19,509 $4.5M
LongView Wealth Management 1.09% Add +0.8% 18,260 $4.5M
Tempus Wealth Planning, LLC 1.03% Add +5.9% 19,485 $4.5M
Farmers National Bank 1.00% Add +20.8% 19,461 $4.5M
New World Advisors LLC 0.77% Add +2.2% 19,451 $4.5M
Wulff, Hansen & Co. 3.76% New 19,420 $4.5M
Fogel Capital Management, Inc. 2.07% Add +1.7% 19,418 $4.5M
Dixon Fnancial Services, Inc. 1.98% Add +0.8% 19,386 $4.5M
Smith Group Asset Management, LLC 0.24% Add +6.5% 19,367 $4.5M
Hager Investment Management Services, LLC 2.44% Add +0.0% 19,365 $4.5M
Schwarz Dygos Wheeler Investment Advisors LLC 0.92% Add +9.5% 19,355 $4.5M
NorthStar Asset Management LLC 2.01% Reduce -0.9% 19,341 $4.5M
Gallagher Capital Advisors, LLC 2.88% Reduce -5.7% 19,332 $4.5M
Centiva Capital, LP 0.27% Reduce -44.2% 19,287 $4.5M
Antonelli Financial Advisors, LLC 2.93% Reduce -8.9% 19,277 $4.5M
Integrated Investment Consultants, LLC 0.87% Reduce -13.4% 19,279 $4.4M
Quantum Financial Advisors, LLC 0.50% Add +20.1% 19,274 $4.4M
Garrison Bradford & Associates Inc. 4.83% Reduce -2.3% 19,263 $4.4M
Alta Wealth Advisors LLC 1.49% Add +10.5% 19,246 $4.4M
WealthCollab, LLC 1.82% Add +21.1% 19,230 $4.4M
Joseph Group Capital Management 1.16% Add +8.9% 19,197 $4.4M
Hexagon Capital Partners LLC 0.82% Add +0.4% 19,182 $4.4M
Turn8 Private Wealth Inc. 3.17% Reduce -0.1% 19,176 $4.4M
Hilltop Partners LLC 1.14% Add +13.7% 19,171 $4.4M
Rubicon Advisors, GP 4.18% — 19,164 $4.4M
Traphagen Investment Advisors LLC 0.36% Add +4.5% 19,162 $4.4M
One Wealth Advisors, LLC 0.54% Add +6.8% 19,153 $4.4M
International Private Wealth Advisors LLC 2.78% Reduce -6.5% 19,152 $4.4M
Elmwood Wealth Management, Inc. 1.40% Add +4.9% 19,146 $4.4M
Kampmann Melissa S. 3.27% Add +0.3% 19,095 $4.4M
Mason & Associates Inc 0.83% Add +4.7% 19,122 $4.4M
Pinnacle West Asset Management, Inc. 2.86% Reduce -1.9% 19,070 $4.4M
Leibman Financial Services, Inc. 3.18% Add +3.6% 19,066 $4.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.47% Reduce -1.0% 19,048 $4.4M
Woodmont Investment Counsel LLC 0.28% Add +1.4% 19,045 $4.4M
Elevated Capital Advisors, LLC 1.02% Add +0.8% 19,039 $4.4M
Inkwell Capital LLC 4.47% Reduce -1.4% 19,022 $4.4M
Krane Funds Advisors LLC 0.14% Add +20.5% 19,003 $4.4M
Legacy Edge Advisors, LLC 0.48% Reduce -0.3% 19,001 $4.4M
GFG Capital, LLC 1.56% Reduce -1.4% 18,997 $4.4M
Gemmer Asset Management LLC 0.34% Add +22.1% 18,982 $4.4M
South Plains Financial, Inc. 2.61% Add +4.9% 18,979 $4.4M
Lynch & Associates 0.83% Reduce -4.7% 18,975 $4.4M
Corps Capital Advisors, LLC 4.53% Add +35.9% 18,961 $4.4M
Jacobsen Capital Management 1.43% Add +0.2% 18,957 $4.4M
Sandro Wealth Management LLC 3.62% — 18,945 $4.4M
Opinicus Capital, Inc. 3.05% Add +0.3% 18,944 $4.4M
SAM Advisors, LLC 1.38% Add +0.3% 18,933 $4.4M
Surience Private Wealth LLC 4.94% New 18,917 $4.4M
Harfst & Associates, Inc. 0.79% Add +8.6% 18,900 $4.4M
AssuredPartners Investment Advisors, LLC 0.65% Add +45.9% 18,892 $4.4M
Fearless Solutions, LLC dba Best Invest 2.64% Add +0.8% 18,859 $4.4M
Balentine LLC 0.17% Add +51.3% 18,856 $4.4M
Burns Matteson Capital Management, LLC 1.75% Add +6.6% 18,830 $4.3M
Absolute Gestao de Investimentos Ltda. 0.46% Add +253.4% 18,828 $4.3M
Fuller & Thaler Asset Management, Inc. 0.01% No change 18,819 $4.3M
Ransom Advisory, Ltd 1.71% Add +3.2% 18,798 $4.3M
Plus Group Wealth Advisors LLC 4.80% — 18,727 $4.3M
Rockingstone Advisors LLC 1.97% Add +2.7% 18,690 $4.3M
Anb Bank 1.71% Add +1.3% 18,619 $4.3M
Sharpepoint LLC 2.57% Reduce -7.1% 18,616 $4.3M
Parkshore Wealth Management, Inc. 1.61% Add +0.8% 18,607 $4.3M
Conscious Wealth Investments, LLC 2.58% Add +4.3% 19,270 $4.3M
Outfitters Financial LLC 3.37% Reduce -1.3% 18,575 $4.3M
Fiducient Advisors LLC 0.53% Add +53.6% 18,569 $4.3M
Passumpsic Savings Bank 2.35% — 18,567 $4.3M
Weik Capital Management 1.60% Reduce -3.3% 18,482 $4.3M
44 Wealth Management LLC 1.43% Add +0.8% 18,468 $4.3M
Richmond Investment Services, LLC 0.74% Add +3.1% 18,448 $4.3M
Biltmore Family Office, LLC 0.59% Add +14.4% 18,443 $4.3M
SLT Holdings LLC 2.85% Add +6.1% 18,440 $4.3M
V2 Financial group LLC 2.10% Add +60.6% 18,438 $4.3M
Stillwater Wealth Management Group 2.88% Add +1.8% 18,426 $4.3M
Summit Place Financial Advisors, LLC 2.06% Reduce -1.1% 18,406 $4.2M
Wiregrass Investment Management LLC 3.55% — 18,399 $4.2M
Syntegra Private Wealth Group, LLC 0.39% Reduce -2.3% 18,378 $4.2M
Iams Wealth Management, LLC 1.53% Add +44.8% 18,355 $4.2M
Providence Wealth Advisors, LLC 2.64% Reduce -2.3% 18,144 $4.2M
DUTCH ASSET Corp 3.26% — 18,323 $4.2M
Strong Retirement Solutions LLC 2.84% — 18,277 $4.2M
Fjell Capital, LLC 3.23% Add +22.2% 18,238 $4.2M
Safeguard Investment Advisory Group, LLC 1.08% Add +5.6% 18,231 $4.2M
Legacy Bridge, LLC 1.71% Add +4.9% 18,228 $4.2M
Hudson Value Partners, LLC 1.25% Reduce -1.0% 18,117 $4.2M
Pathfinder Wealth Consulting, Inc. 2.65% — 18,218 $4.2M
Spectrum Strategic Capital Management, LLC 2.23% Add +34.3% 18,195 $4.2M
Carr Financial Group Corp 1.12% Reduce -8.2% 18,192 $4.2M
Bernardo Wealth Planning LLC 0.80% Add +3.9% 18,186 $4.2M
Cresta Advisors, Ltd. 1.76% Add +8.2% 18,184 $4.2M
Redwood Wealth Management Group, LLC 1.76% Add +5.8% 18,167 $4.2M
Garrison Point Advisors, LLC 1.85% Reduce -4.7% 18,141 $4.2M
Integral Investment Advisors, Inc. 1.04% Add +11.7% 18,130 $4.2M
JBR Co Financial Management Inc 1.75% Reduce -3.2% 18,089 $4.2M
BNB Wealth Management, LLC 2.69% — 18,087 $4.2M
M3 Wealth Management, LLC 3.40% — 18,085 $4.2M
MSH Capital Advisors LLC 0.89% Add +48.9% 18,077 $4.2M
Ponta Wealth Partners, LLC 3.88% — 18,063 $4.2M
TFB Advisors LLC 1.16% Add +0.0% 18,029 $4.2M
Sather Financial Group Inc 0.22% Add +0.8% 17,977 $4.1M
Latitude Advisors, LLC 1.82% Add +0.6% 17,954 $4.1M
Purkiss Capital Advisors LLC 1.94% Reduce -5.3% 17,948 $4.1M
Sage Rhino Capital LLC 0.78% Reduce -1.4% 17,943 $4.1M
Great Diamond Partners, LLC 0.80% Reduce -2.2% 17,929 $4.1M
Penserra Capital Management LLC 0.05% Reduce -23.6% 17,924 $4.1M
Palogic Value Management, L.P. 1.78% Reduce -1.1% 17,881 $4.1M
Avantra Family Wealth, Inc. 2.99% Add +1.2% 17,868 $4.1M
Dockside LLC 1.06% — 17,866 $4.1M
Aspen Investment Management Inc 1.24% Add +22.6% 17,863 $4.1M
Fusion Capital, LLC 1.16% Add +0.1% 17,858 $4.1M
First Western Trust Bank 0.20% Add +221.4% 17,853 $4.1M
One Wealth Capital Management, LLC 1.75% Add +5.2% 17,834 $4.1M
Balefire, LLC 0.80% Reduce -30.1% 17,830 $4.1M
Emerald Advisers, LLC 0.13% Reduce -2.5% 17,810 $4.1M
Argent Advisors, Inc. 1.15% Add +20.4% 17,785 $4.1M
Clearwave Capital, LLC 3.03% — 17,777 $4.1M
Lane Generational LLC 3.72% Add +0.1% 17,769 $4.1M
Ballast, Inc. 0.96% Add +4.7% 17,757 $4.1M
Cottage Street Advisors LLC 1.73% Add +0.1% 17,718 $4.1M
Postrock Partners LLC 1.78% No change 17,711 $4.1M
Firethorn Wealth Partners, LLC 1.53% Add +7.8% 17,695 $4.1M
Ruggiero Investments, Inc. 3.69% — 17,686 $4.1M
Sovereign Financial Group, Inc. 0.73% Add +3.0% 17,683 $4.1M
Aspire Private Capital, LLC 0.91% Add +5.3% 17,672 $4.1M
Challenger Wealth Management 3.11% Add +2.9% 17,662 $4.1M
Sandy Cove Advisors, LLC 1.21% Add +5.0% 17,661 $4.1M
GoalVest Advisory LLC 0.78% Add +12.9% 17,636 $4.1M
CacheTech Inc. 0.75% Add +19.6% 17,618 $4.1M
Boomfish Wealth Group, LLC 2.17% Add +2.1% 17,615 $4.1M
Texas Bank & Trust Co 1.48% Add +1.3% 17,610 $4.1M
Donalies Financial Planning, LLC 3.46% — 17,609 $4.1M
Bingham Private Wealth, LLC 3.51% — 17,607 $4.1M
Peddock Capital Advisors, LLC 0.85% Add +2.6% 17,562 $4.1M
LCM Capital Management Inc 1.96% Add +0.0% 17,561 $4.1M
Calton & Associates, Inc. 0.60% Reduce -7.5% 17,556 $4.1M
Legacy Capital Wealth Partners, LLC 0.87% Reduce -1.9% 17,553 $4.1M
AA Financial Advisors, LLC 0.75% Reduce -56.9% 17,538 $4.0M
Clarity Wealth Advisors, LLC 0.83% Reduce -4.1% 17,530 $4.0M
Koss-Olinger Consulting, LLC 0.31% Reduce -35.2% 17,520 $4.0M
2UniFi Bank 1.92% Add +0.7% 17,515 $4.0M
Sawyer & Company, Inc 1.43% Add +0.2% 17,509 $4.0M
Fortress Private Ledger, LLC 1.33% Add +14.1% 17,491 $4.0M
Insight Inv LLC 2.26% Add +3.2% 17,462 $4.0M
Wealth Architects, LLC 0.36% Reduce -0.6% 17,449 $4.0M
Toth Financial Advisory Corp. 0.44% Add +1.8% 17,440 $4.0M
Boltwood Capital Management 1.05% Add +1.9% 17,433 $4.0M
Cape Ann Savings Bank 2.06% Add +0.5% 17,429 $4.0M
Exit Wealth Advisors, LLC. 2.38% Add +4.5% 17,412 $4.0M
Ellerson Group Inc. 2.72% Add +0.1% 17,403 $4.0M
HighVista Strategies LLC 1.03% Reduce -34.1% 17,397 $4.0M
Retirement Income Solutions, Inc. 0.68% Reduce -6.0% 17,385 $4.0M
Commonwealth Financial Services, LLC 0.66% Add +2.4% 17,384 $4.0M
Proactive Wealth Strategies LLC 1.59% Add +6.9% 17,370 $4.0M
Signature Wealth Management Group 1.63% Add +169.6% 17,364 $4.0M
Hobart Private Capital, LLC 0.78% Add +36.4% 17,358 $4.0M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.54% Add +6.3% 17,353 $4.0M
Family Capital Trust Co 1.31% Add +1.0% 17,351 $4.0M
Orrstown Financial Services Inc. 0.67% Reduce -3.6% 17,340 $4.0M
Eagle Rock Investment Company, LLC 0.56% Add +109.9% 17,307 $4.0M
O'ROURKE & COMPANY, Inc 1.55% Add +1.1% 17,304 $4.0M
SkyView Investment Advisors, LLC 0.50% Reduce -3.8% 17,298 $4.0M
Arnhold LLC 0.30% Reduce -21.8% 17,285 $4.0M
Generation Capital Management LLC 2.58% Add +2.2% 17,252 $4.0M
CAP Partners, LLC 2.26% No change 17,241 $4.0M
Forefront Wealth Partners, LLC 1.88% Add +9.9% 17,238 $4.0M
Dudley Capital Management, LLC 1.74% Add +6.1% 17,227 $4.0M
Benchmark Financial Wealth Advisors, LLC 1.14% Reduce -9.3% 17,206 $4.0M
Taylor & Morgan Wealth Management, LLC 2.23% Reduce -2.1% 17,206 $4.0M
B.O.S.S. Retirement Advisors, LLC 1.25% Reduce -24.0% 17,196 $4.0M
South Street Advisors LLC 0.56% Add +0.3% 17,163 $4.0M
Walter & Keenan Wealth Management LLC /in/ 1.06% Add +1.7% 17,158 $4.0M
Net Worth Advisory Group 0.80% Add +42.8% 17,154 $4.0M
Coyle Financial Counsel LLC 0.85% Add +5.2% 17,139 $4.0M
Swisher Financial Concepts, Inc. 2.25% Reduce -5.1% 17,134 $4.0M
WJ Financial Advisors LLC 3.52% Add +0.1% 17,126 $4.0M
BOCHK Asset Management Ltd 1.06% Add +69.2% 17,120 $4.0M
Horizon Wealth Management, LLC 0.61% Add +55.5% 17,101 $3.9M
Mechanics Financial Corp 1.46% Reduce -4.6% 17,090 $3.9M
Cascade Investment Advisors, Inc. 2.32% Reduce -1.0% 17,078 $3.9M
Valley Brook Capital Group, Inc. 2.61% Add +2.5% 17,066 $3.9M
State of Wyoming 0.43% Reduce -1.4% 17,066 $3.9M
Wilkerson Advisory Group LLC 1.39% — 17,045 $3.9M
BridgePort Financial Solutions, LLC 1.06% Add +5.3% 17,031 $3.9M
Future Fund LLC 1.24% Reduce -8.9% 17,011 $3.9M
R.m.sincerbeaux Capital Management LLC 2.20% No change 17,000 $3.9M
GPS Wealth Strategies Group, LLC 3.34% Reduce -82.7% 16,998 $3.9M
Summit Securities Group LLC 0.70% Reduce -71.9% 16,957 $3.9M
Koa Wealth Management, LLC 2.69% Add +1.3% 16,954 $3.9M
Mitchell Sinkler & Starr 1.77% Reduce -0.6% 16,939 $3.9M
Hengehold Capital Management LLC 0.33% Add +2.6% 16,926 $3.9M
WBH Advisory Inc. 0.29% Add +1.9% 16,906 $3.9M
Chokshi & Queen Wealth Advisors, Inc 2.04% Reduce -42.0% 16,887 $3.9M
Florida Financial Advisors, LLC 1.06% Add +25.9% 16,935 $3.9M
Hilton Head Capital Partners, LLC 2.28% — 16,883 $3.9M
Power Wealth Management LLC 1.37% Reduce -1.5% 16,883 $3.9M
Godsey & Gibb, Inc. 0.35% Add +0.8% 16,882 $3.9M
Infrastructure Capital Advisors, LLC 0.64% Reduce -13.9% 16,874 $3.9M
Gunderson Capital Management LLC 1.76% Add +14.4% 16,872 $3.9M
Norris Financial Group, LLC 1.32% Reduce -2.9% 16,872 $3.9M
QP Wealth Management, LLC 3.43% — 16,869 $3.9M
Ameriflex Group, Inc. 2.02% Reduce -28.7% 16,865 $3.9M
Legend Capital Advisors LLC 2.17% — 16,848 $3.9M
Catalina Capital Group, LLC 2.38% Reduce -0.3% 16,804 $3.9M
National Wealth Management Group, LLC 1.34% Reduce -1.0% 16,800 $3.9M
Capital & Planning, LLC 17.95% Reduce -77.5% 16,800 $3.9M
Wealthquest Corp 0.29% Add +7.5% 16,794 $3.9M
Turim 21 Investimentos Ltda. 1.49% Reduce -17.7% 16,771 $3.9M
CrossGen Wealth, LLC 3.41% — 16,760 $3.9M
Abbot Financial Management, Inc. 1.60% Reduce -0.3% 16,740 $3.9M
May Hill Capital, LLC 1.04% Add +3.0% 16,720 $3.9M
Terra Nova Asset Management LLC 2.54% Add +0.3% 16,705 $3.9M
Eukles Asset Management 1.50% Add +1.2% 16,689 $3.9M
Advus Financial Partners, LLC 0.93% Reduce -8.9% 16,685 $3.9M
Raleigh Capital Management Inc. 1.40% Add +15.0% 16,680 $3.9M
BlackDiamond Wealth Management, LLC 1.87% Add +2.8% 18,428 $3.8M
Heard Capital LLC 0.18% Add +0.7% 16,620 $3.8M
Manchester Financial Inc. 0.72% Add +4.2% 16,612 $3.8M
Freemont Management S.A. 0.76% Add +196.4% 16,600 $3.8M
Twin Lakes Capital Management, LLC 1.70% Reduce -0.4% 16,596 $3.8M
Bluespring Wealth Management, LLC 0.33% Reduce -0.5% 16,570 $3.8M
IronBridge Private Wealth, LLC 1.21% No change 16,563 $3.8M
LWM Advisory Services, LLC 2.24% Add +1.5% 16,559 $3.8M
Rodgers Brothers Inc. 0.46% Reduce -6.5% 16,556 $3.8M
McGuire Capital Advisors Inc. 2.43% — 16,544 $3.8M
Vickerman Investment Advisors, Inc. 0.76% Reduce -4.9% 16,531 $3.8M
Secured Retirement Advisors, LLC 2.13% Reduce -1.0% 16,520 $3.8M
Triangle Securities Wealth Management 0.80% Reduce -1.9% 16,519 $3.8M
Austin Wealth Management, LLC 0.56% Add +11.6% 15,469 $3.8M
Watershed Private Wealth LLC 1.14% Add +28.1% 16,446 $3.8M
FWG Holdings, LLC 1.44% Add +9.0% 15,822 $3.8M
Davidson Capital Management Inc. 0.82% Add +2.4% 16,400 $3.8M
Sittner & Nelson, LLC 1.34% Add +9.1% 17,966 $3.8M
JM2 Capital Inc. 3.04% — 16,370 $3.8M
BLKBRD Asset Management, LP 5.07% Add +115.0% 16,337 $3.8M
Marion Wealth Management 0.84% Add +1.7% 15,760 $3.8M
TritonPoint Partners, LLC 2.01% — 16,328 $3.8M
Trust Co of the South 0.61% Add +5.8% 16,320 $3.8M
Jones Kertz & Associates, Inc. 1.93% — 16,309 $3.8M
Hall Capital Management Co. Inc. 1.45% Reduce -0.3% 16,307 $3.8M
Resurgent Financial Advisors LLC 1.89% Reduce -2.3% 16,301 $3.8M
Auxier Asset Management LLC 0.53% Add +51.4% 16,281 $3.8M
Northcape Wealth Management, LLC 1.06% Add +2.1% 16,254 $3.8M
waypoint wealth counsel 1.38% Add +6.8% 16,252 $3.8M
Templeton & Phillips Capital Management, LLC 2.49% Reduce -71.6% 16,225 $3.7M
Schorn Wealth LLC 1.13% Reduce -1.8% 16,196 $3.7M
Lebenthal Global Advisors, LLC 0.58% Add +13.7% 16,187 $3.7M
Intrepid Financial Planning Group LLC 1.42% Reduce -1.0% 16,185 $3.7M
Seelaus Asset Management LLC 3.00% Add +3.7% 16,105 $3.7M
Ellis Investment Partners, LLC 0.65% Add +3.4% 16,087 $3.7M
Banco de Sabadell, S.A 2.42% Add +9.3% 16,079 $3.7M
Weaver Consulting Group 0.91% Add +0.6% 16,064 $3.7M
Odyssey Capital Advisors, Inc. 3.29% — 16,046 $3.7M
Tortuga Wealth Management, Inc 3.90% — 16,043 $3.7M
Atlatl Advisers LLC 1.42% Reduce -4.0% 16,021 $3.7M
Bank of Marin 2.56% Reduce -4.7% 16,016 $3.7M
PCA Investment Advisory Services Inc. 1.29% Add +3.9% 16,006 $3.7M
GR Financial Group, LLC 0.83% Add +24.9% 16,002 $3.7M
Legacy Capital Wealth Management, LLC 2.23% — 15,372 $3.7M
Signet Investment Advisory Group, Inc. 1.71% Add +8.1% 15,944 $3.7M
Private Capital Management, LLC 0.35% Add +21.8% 15,944 $3.7M
Royal Harbor Partners, LLC 1.22% Add +1.4% 15,933 $3.7M
Comprehensive Financial Consultants Institutional, Inc. 1.11% Add +0.2% 15,921 $3.7M
Arbor Capital Management Inc. 3.08% Reduce -2.6% 15,334 $3.7M
Karras Company, Inc. 3.57% — 15,871 $3.7M
Paladin Wealth, LLC 2.50% Reduce -4.9% 15,862 $3.7M
MRA Advisory Group 1.54% Reduce -2.5% 15,857 $3.7M
Cora Capital Advisors LLC 1.42% Add +5.1% 15,848 $3.7M
Salomon & Ludwin, LLC 0.32% Add +9.2% 15,630 $3.6M
Thurston, Springer, Miller, Herd & Titak, Inc. 1.27% Add +839.9% 15,752 $3.6M
Farmers & Merchants Trust Co of Chambersburg PA 1.02% Reduce -2.0% 15,732 $3.6M
Nova R Wealth, Inc. 1.32% Add +454.0% 15,729 $3.6M
Symmetry Partners, LLC 0.21% Add +0.2% 15,722 $3.6M
Emprise Bank 1.51% Reduce -0.0% 15,697 $3.6M
Integrated Quantitative Investments LLC 0.78% Add +62.4% 15,692 $3.6M
Heartland Advisors Inc. 0.20% Add +15.8% 15,685 $3.6M
Legacy Wealth Advisors, LLC 2.38% — 15,649 $3.6M
Litman Gregory Wealth Management LLC 0.26% Add +279.0% 15,635 $3.6M
InTrack Investment Management Inc 2.02% Add +10.8% 15,610 $3.6M
Cannon Advisors, Inc. 2.54% Reduce -9.6% 15,199 $3.6M
Pinion Investment Advisors, LLC 0.88% Add +3.8% 15,580 $3.6M
Tiemann Investment Advisors, LLC 1.39% Reduce -5.5% 15,527 $3.6M
Aft, Forsyth & Sober, LLC 1.08% No change 15,500 $3.6M
Wealthedge Investment Advisors, LLC 1.32% Reduce -1.1% 15,489 $3.6M
Viawealth, LLC 2.00% Reduce -2.7% 15,433 $3.6M
Fortune 45 LLC 1.70% Add +2.3% 15,715 $3.6M
Cedar Wealth Management, LLC 1.06% Add +0.3% 15,418 $3.6M
Cerro Pacific Wealth Advisors LLC 0.96% Reduce -0.0% 15,411 $3.6M
Andrew Hill Investment Advisors, Inc. 2.70% Reduce -11.4% 15,371 $3.5M
Canandaigua National Trust Co of Florida 2.22% Add +21.0% 15,340 $3.5M
Miller Capital Partners, Inc. 1.81% — 15,335 $3.5M
Legacy Financial Group LLC 0.44% Reduce -0.6% 15,179 $3.5M
Camarda Financial Advisors, LLC 1.35% Reduce -9.9% 15,317 $3.5M
New Wave Wealth Advisors LLC 1.29% Add +11.7% 15,313 $3.5M
Encompass Wealth Advisors, LLC 1.20% Reduce -2.4% 15,312 $3.5M
Total Clarity Wealth Management, Inc. 0.85% Reduce -2.4% 15,299 $3.5M
Aspetuck Financial Management LLC 2.37% Add +0.2% 15,292 $3.5M
Select Asset Management & Trust 1.09% Reduce -0.6% 15,214 $3.5M
Dougherty & Associates, LLC 3.14% — 15,209 $3.5M
River Street Advisors LLC 1.31% Add +2.8% 15,187 $3.5M
CFS Investment Advisory Services, LLC 0.26% Add +1.6% 15,183 $3.5M
Investment Advisory Services Inc. /TX 1.10% Reduce -0.7% 15,176 $3.5M
Del-Sette Capital Management, LLC 2.16% Add +5.2% 15,170 $3.5M
RoundAngle Advisors LLC 2.55% Add +1.1% 15,163 $3.5M
Independent Wealth Network Inc. 1.07% Add +2.3% 15,160 $3.5M
Mirova US LLC 0.04% New 15,144 $3.5M
Asset Advisory Group, Inc. 1.74% — 15,131 $3.5M
Corecam Pte. Ltd. 1.85% New 15,120 $3.5M
Virtue Asset Management LLC 2.84% Add +2.7% 15,119 $3.5M
Kentucky Trust Co 1.85% Add +0.5% 15,117 $3.5M
Atom Investors LP 0.28% Add +22.7% 15,104 $3.5M
Piscataqua Savings Bank 2.45% Add +0.4% 15,096 $3.5M
Front Row Advisors LLC 1.16% Add +0.2% 15,089 $3.5M
Goldenstone Wealth Management LLC 2.60% — 15,072 $3.5M
Kennebec Savings Bank 3.00% Add +1.8% 15,047 $3.5M
Lynx Investment Advisory 1.89% Add +0.9% 15,035 $3.5M
J. Derek Lewis & Associates Inc. 0.81% — 15,028 $3.5M
Vance Wealth, LLC 1.03% Add +1.1% 15,020 $3.5M
Flynn Zito Capital Management, LLC 1.24% Add +0.1% 15,019 $3.5M
Allred Capital Management, LLC 1.25% Reduce -0.6% 15,017 $3.5M
Canal Insurance CO 0.84% No change 15,000 $3.5M
Brendel Financial Advisors LLC 1.70% Add +5.4% 14,985 $3.5M
Acorn Financial Advisory Services Inc. 0.51% Reduce -1.9% 14,925 $3.4M
Shepherd Street Advisors LLC 3.30% — 14,922 $3.4M
CLG LLC 0.86% Add +0.7% 14,916 $3.4M
Darwin Wealth Management, LLC 1.07% Reduce -0.3% 14,911 $3.4M
Graphene Investments SAS 2.16% No change 14,900 $3.4M
Uniting Wealth Partners, LLC 1.05% Add +1.0% 14,898 $3.4M
Opal Wealth Advisors, LLC 0.90% Add +16.3% 14,891 $3.4M
Wealth Quarterback LLC 1.24% Add +2.8% 14,887 $3.4M
Accelerate Investment Advisors LLC 2.31% Reduce -2.2% 14,876 $3.4M
Wedge Capital Management L L P 0.06% Add +2.7% 14,841 $3.4M
Physician Wealth Advisors, Inc. 0.48% Reduce -5.7% 14,817 $3.4M
Wolff Wiese Magana LLC 1.87% Reduce -1.4% 14,789 $3.4M
Capelight Capital Asset Management LP 3.51% — 14,783 $3.4M
Oak Grove Capital LLC 0.68% Reduce -52.4% 14,771 $3.4M
Eads & Heald Wealth Management 1.65% Reduce -2.0% 14,767 $3.4M
Greenbush Financial Group, LLC 1.16% Add +8.4% 14,766 $3.4M
Successful Portfolios LLC 1.74% Add +5.9% 13,774 $3.4M
Three Magnolias Financial Advisors, LLC 2.11% Reduce -6.7% 14,750 $3.4M
Patten Group, Inc. 0.63% Add +3.8% 14,746 $3.4M
Atticus Wealth Management, LLC 0.84% Reduce -2.3% 14,725 $3.4M
Ameliora Wealth Management Ltd. 1.03% Add +2.3% 14,720 $3.4M
Directional Asset Management 2.98% — 14,717 $3.4M
Pinnacle Family Advisors, LLC 1.49% Reduce -2.9% 14,695 $3.4M
Braeburn Wealth Management LLC 1.73% — 14,690 $3.4M
A. D. Beadell Investment Counsel, Inc. 2.21% Add +0.6% 14,690 $3.4M
Cloud Capital Management, LLC 1.60% Add +8.4% 14,683 $3.4M
Cornerstone Planning Group LLC 0.53% Reduce -1.6% 13,920 $3.4M
Sullivan Wood Capital Management LLC 5.09% Add +15.4% 14,625 $3.4M
Birchbrook, Inc. 1.68% Add +3.9% 14,619 $3.4M
MV Capital Management, Inc. 0.32% Add +3.8% 14,618 $3.4M
Hilltop Wealth Advisors, LLC 1.69% Add +2.8% 14,615 $3.4M
Islay Capital Management, LLC 2.00% Reduce -2.0% 14,613 $3.4M
Carnegie Lake Advisors LLC 1.28% Add +0.3% 14,604 $3.4M
Traveka Wealth, LLC 1.37% Reduce -0.3% 14,604 $3.4M
Channel Wealth LLC 0.85% Add +1.1% 14,588 $3.4M
Omnia Family Wealth, LLC 0.99% Reduce -22.5% 14,575 $3.4M
Twin City Private Wealth, LLC 2.54% Add +3.3% 14,573 $3.4M
City National Bank of Florida 2.19% Reduce -8.7% 14,513 $3.3M
Tobias Financial Advisors, Inc. 0.47% Add +18.7% 14,481 $3.3M
Enhancing Capital LLC 2.39% Add +0.7% 14,468 $3.3M
Total Wealth Planning & Management, Inc. 2.65% — 14,447 $3.3M
Baron Wealth Management LLC 1.03% Add +11.7% 14,444 $3.3M
Cunning Capital Partners, LP 1.54% No change 14,440 $3.3M
HMS Capital Management, LLC 1.38% Reduce -1.9% 14,433 $3.3M
Sykon Capital LLC 1.07% Add +10.4% 14,433 $3.3M
MFG Wealth Management, Inc. 2.60% Reduce -0.1% 14,432 $3.3M
Orca Investment Management, LLC 2.62% Add +0.3% 14,411 $3.3M
Shearwater Capital LLC 1.91% Add +0.4% 14,379 $3.3M
WMS Group LLC 4.22% — 14,371 $3.3M
Verum Partners LLC 0.67% Reduce -23.5% 14,353 $3.3M
Live Oak Private Wealth LLC 0.45% Reduce -0.1% 14,353 $3.3M
Foresight Capital Management Advisors, Inc. 1.79% Add +2.6% 14,337 $3.3M
General Partner, Inc. 1.88% No change 14,335 $3.3M
Quantum Portfolio Management LLC 1.46% Reduce -28.6% 14,329 $3.3M
Mattern Capital Management, LLC 0.39% Reduce -1.5% 14,321 $3.3M
55 North Private Wealth, LLC 0.87% — 14,300 $3.3M
Discipline Wealth Solutions, LLC 0.61% Add +91.4% 14,293 $3.3M
Waystone Advisors LLC 2.83% — 14,283 $3.3M
Dala Group, LLC 2.85% — 14,275 $3.3M
Inspirion Wealth Advisors, LLC 0.40% Add +39.2% 14,267 $3.3M
One Day In July LLC 0.27% Reduce -1.7% 14,267 $3.3M
Lavaca Capital LLC 0.56% Add +4.4% 14,250 $3.3M
Wellington Grp LLC 1.09% — 14,232 $3.3M
Holistic Financial Partners 1.19% Add +0.9% 14,231 $3.3M
BostonPremier Wealth LLC 1.68% Add +1.6% 14,230 $3.3M
Birch Financial Group, LLC 1.87% Reduce -7.8% 14,205 $3.3M
Prospect Financial Services LLC 1.88% Add +1.9% 14,202 $3.3M
LSP Investment Advisors, LLC 1.74% No change 14,200 $3.3M
LJI Wealth Management, LLC 0.50% Add +4.8% 14,198 $3.3M
Adams Wealth Management 0.70% Add +3.8% 14,174 $3.3M
Atala Financial Inc 2.08% Reduce -6.6% 14,134 $3.3M
Bear Mountain Capital, Inc. 1.05% Reduce -9.5% 13,688 $3.3M
Five Oceans Advisors 1.15% Add +0.3% 14,108 $3.3M
Leisure Capital Management 1.08% Add +0.6% 14,103 $3.3M
Waddell & Associates, LLC 0.22% Add +37.1% 14,101 $3.3M
Caerus Investment Advisors, LLC 1.09% Add +43.8% 14,086 $3.3M
Astoria Portfolio Advisors LLC. 0.74% Reduce -2.5% 15,837 $3.3M
James J. Burns & Company, LLC 0.45% Reduce -12.0% 14,082 $3.3M
Tiff Advisory Services, LLC 0.56% Add +10.5% 14,074 $3.2M
Wick Capital Partners, LLC 0.58% Add +40.4% 14,059 $3.2M
SWS Partners 0.78% Reduce -3.2% 14,056 $3.2M
Portland Global Advisors LLC 0.35% Add +24.5% 14,046 $3.2M
Washburn Capital Management, Inc. 1.78% Reduce -1.0% 14,019 $3.2M
Two Sigma Securities, LLC 0.44% Add +1.2% 14,015 $3.2M
Ullmann Wealth Partners Group, LLC 0.34% Reduce -0.1% 13,243 $3.2M
Hardworking Capital Advisors, LLC 2.94% — 14,008 $3.2M
Abound Wealth Management 0.76% Add +14.6% 14,004 $3.2M
Vines Capital Management, LLC 3.14% — 13,980 $3.2M
Bluebird Wealth Management LLC 3.01% — 13,960 $3.2M
True Freedom Investing, LLC 0.22% Add +820.1% 13,949 $3.2M
Marvin & Palmer Associates Inc. 2.27% New 13,946 $3.2M
Permanent Capital Management, LP 0.63% Add +4.0% 13,942 $3.2M
Diversified Portfolios, Inc. 0.27% Add +4.6% 13,932 $3.2M
Tradewinds Capital Management, LLC 0.68% Add +1.5% 13,910 $3.2M
Lattice Capital Management, LLC 4.50% No change 13,900 $3.2M
Castle Wealth Management LLC 1.06% Reduce -4.6% 13,886 $3.2M
Lakeshore Capital Group, Inc. 2.56% Add +1.8% 13,881 $3.2M
Bedel Financial Consulting, Inc. 0.34% Reduce -2.5% 13,880 $3.2M
Skylands Capital, LLC 0.43% Add +16.8% 13,875 $3.2M
Park Edge Advisors, LLC 0.72% Add +0.6% 13,867 $3.2M
Stonekeep Investments, LLC 2.04% Add +0.1% 13,856 $3.2M
Rowlandmiller & Partners.adv 0.62% Add +7.1% 13,827 $3.2M
Legacy Financial Strategies, LLC 0.56% Add +3.6% 13,808 $3.2M
EdgeRock Capital LLC 0.85% Add +7.5% 13,805 $3.2M
Alpha Omega Wealth Management LLC 0.53% Reduce -1.4% 13,786 $3.2M
Vista Capital Partners, Inc. 0.31% Add +6.7% 13,780 $3.2M
Amplius Wealth Advisors, LLC 0.27% Reduce -9.7% 13,755 $3.2M
Alliance Private Wealth, LLC 1.10% — 13,286 $3.2M
Riverbend Wealth Management, LLC 1.99% Add +10.1% 13,713 $3.2M
Hall Laurie J Trustee 1.05% Reduce -4.0% 13,710 $3.2M
Comprehensive Financial Planning, Inc. 2.09% Add +2.6% 13,706 $3.2M
OV Management LLC 2.74% Reduce -1.5% 13,694 $3.2M
Vivid Wealth Management, LLC 1.23% Add +2.0% 13,676 $3.2M
Sageworth Trust Co of South Dakota 2.57% Reduce -2.3% 13,650 $3.2M
Atlanta Consulting Group Advisors, LLC 0.71% Add +39.0% 13,650 $3.2M
Whelan Financial 0.98% Add +1.0% 13,641 $3.1M
Guardian Capital, LLC 2.82% — 13,632 $3.1M
Global Financial Private Client, LLC 1.10% Add +3.0% 13,612 $3.1M
Wiser Advisor Group LLC 3.59% Add +0.6% 13,610 $3.1M
DV Equities, LLC 0.57% — 13,595 $3.1M
Wynn Capital, LLC 1.52% Add +0.8% 13,580 $3.1M
Cascade Investment Group, Inc. 2.09% Reduce -1.3% 13,576 $3.1M
Minot DeBlois Advisors LLC 2.81% Reduce -1.6% 13,556 $3.1M
Willner & Heller, LLC 2.25% Reduce -0.5% 13,543 $3.1M
Chapman Financial Group, LLC 2.13% Reduce -1.8% 13,537 $3.1M
Trust Co 0.29% Add +22.9% 13,534 $3.1M
Rooted Wealth Advisors, Inc. 0.88% Reduce -2.4% 13,401 $3.1M
Walled Lake Planning & Wealth Management, LLC 0.99% Add +1.4% 13,524 $3.1M
St. Clair Advisors, LLC 0.80% Reduce -0.1% 13,514 $3.1M
LVZ, Inc. 0.35% Add +3.4% 13,509 $3.1M
Xcelsior Advisor Partners LLC 1.51% — 13,496 $3.1M
Financial Insights, Inc. 1.04% Add +1.6% 13,462 $3.1M
Gratus Wealth Advisors, LLC 0.43% Add +2.3% 13,459 $3.1M
Capital Advisors, Ltd. LLC 0.35% No change 13,447 $3.1M
Proathlete Wealth Management LLC 0.85% Add +2.3% 13,441 $3.1M
Coquina Private Wealth LLC 2.49% — 13,436 $3.1M
IRON Financial LLC 1.43% Reduce -3.9% 13,432 $3.1M
49 Wealth Management, LLC 0.25% Add +19.1% 13,414 $3.1M
Excalibur Management Corp. 1.12% Reduce -4.1% 13,405 $3.1M
SPWM Advisors LLC 2.96% — 13,394 $3.1M
Gold Investment Management Ltd. 0.99% No change 13,370 $3.1M
Navalign, LLC 0.76% Add +0.3% 13,349 $3.1M
McCarter Private Wealth Services LLC 1.38% Add +15.0% 13,342 $3.1M
First PREMIER Bank 0.70% Reduce -3.0% 13,311 $3.1M
Jackson Thornton Wealth Management, LLC 0.29% Add +27.3% 12,748 $3.1M
Archer Investment Corp 0.69% Reduce -0.5% 13,287 $3.1M
Private Management Group Inc. 0.09% Add +0.6% 13,277 $3.1M
Clifford Group, LLC 2.36% Reduce -1.3% 13,267 $3.1M
Allegheny Financial Group 0.45% Reduce -2.9% 13,262 $3.1M
Garrett Wealth Advisory Group, LLC 0.58% Add +1.0% 13,252 $3.1M
AGH Wealth Advisors, LLC 2.30% Reduce -8.8% 13,248 $3.1M
Trinity Financial Advisors LLC 0.85% Reduce -6.2% 13,242 $3.1M
Aurora Private Wealth, Inc. 2.01% — 13,229 $3.1M
Sweeney & Michel, LLC 0.90% Add +3.5% 14,948 $3.1M
Winthrop Capital Management, LLC 0.71% New 13,213 $3.0M
Private Harbour Investment Management & Counsel, LLC 3.19% Reduce -0.3% 13,206 $3.0M
Steigerwald, Gordon & Koch Inc. 0.30% Reduce -2.6% 13,202 $3.0M
Cutler Investment Counsel LLC 0.32% Add +1.1% 13,169 $3.0M
EJMK Ventures LLC 1.87% — 13,164 $3.0M
Lodestone Wealth Management LLC 1.24% Add +0.2% 13,164 $3.0M
Delta Asset Management LLC 0.26% Reduce -0.8% 13,089 $3.0M
Leigh Baldwin & Co., LLC 1.98% Reduce -25.8% 13,072 $3.0M
Riverpark Capital Management LLC 5.83% Reduce -6.2% 13,067 $3.0M
Riversedge Advisors, LLC 0.49% Add +6.6% 13,042 $3.0M
Encompass More Asset Management 0.56% Add +3.8% 13,032 $3.0M
Momentum Wealth Planning, LLC 2.38% Add +2.7% 13,029 $3.0M
Gruss & Co., LLC 6.60% Add +100.0% 13,000 $3.0M
RFG Holdings, Inc. 0.75% Add +8.5% 12,996 $3.0M
Black Diamond Financial, LLC 0.32% Add +15.2% 12,957 $3.0M
Barden Capital Management, Inc. 2.45% Reduce -3.4% 12,952 $3.0M
Kuhn & Co Investment Counsel 1.99% Add +10.6% 12,952 $3.0M
Neumann Capital Management, LLC 0.86% Add +18.3% 12,944 $3.0M
Wealth Management Associates, Inc. 1.04% Add +0.8% 12,942 $3.0M
Thryve Wealth Management LLC 1.47% — 12,898 $3.0M
Windle Wealth, LLC 1.33% Add +0.0% 12,889 $3.0M
TLWM 0.54% Reduce -0.7% 12,881 $3.0M
CM Wealth Advisors LLC 0.67% Add +338.6% 12,874 $3.0M
Opal Capital LLC 0.74% — 13,945 $3.0M
Sandler Capital Management 1.33% Reduce -12.6% 12,838 $3.0M
Wealth Dimensions Group, Ltd. 0.59% Reduce -8.7% 12,837 $3.0M
Gen-Wealth Partners Inc 0.95% Add +0.5% 12,835 $3.0M
West Wealth Group, LLC 0.61% Reduce -0.4% 12,832 $3.0M
Detalus Advisors, LLC 0.72% Add +0.9% 12,824 $3.0M
PUREfi Wealth, LLC 2.27% Reduce -11.7% 12,819 $3.0M
Advisor Resource Council 1.05% Add +1229.4% 12,217 $3.0M
Roxbury Financial LLC 2.65% Reduce -8.5% 12,804 $3.0M
Alesco Advisors, LLC, An ESL Co 0.08% Add +0.4% 12,796 $3.0M
Safe Harbor Fiduciary, LLC 2.61% — 12,778 $2.9M
L. Roy Papp & Associates, LLP 0.33% Add +0.1% 12,751 $2.9M
Live Oak Investment Partners 1.81% Add +7.0% 12,748 $2.9M
St. Louis Financial Planners Asset Management, LLC 1.81% New 12,724 $2.9M
Davis Capital Management 2.02% Add +4.6% 12,716 $2.9M
Vienna Asset Management LLC 1.67% Reduce -8.1% 12,714 $2.9M
K2 Principal Fund, L.P. 1.10% Add +33.7% 12,708 $2.9M
Fortune Financial Advisors, LLC 1.98% Add +1.8% 12,702 $2.9M
Hutchens & Kramer Investment Management Group, LLC 1.01% Reduce -2.9% 12,700 $2.9M
Cura Wealth Advisors, LLC 1.11% Add +60.6% 12,698 $2.9M
4J Wealth Management LLC 1.68% Reduce -4.5% 12,681 $2.9M
Integrity Advisory Solutions, LLC 0.42% Add +38.8% 12,672 $2.9M
Synergy Investment Management, LLC 1.03% Add +2.1% 12,636 $2.9M
Quattro Advisors LLC 2.33% — 12,622 $2.9M
Symphony Financial Services, Inc. 1.49% Add +0.1% 12,618 $2.9M
WealthTrust Axiom LLC 0.75% Add +1.3% 12,604 $2.9M
Quantitative Investment Management, LLC 0.28% New 12,602 $2.9M
Shelton Wealth Management, LLC 1.27% Add +7.3% 12,576 $2.9M
Mainstay Capital Management LLC 0.22% Add +9.9% 12,575 $2.9M
Argus Investors' Counsel, Inc. 2.32% Reduce -0.4% 12,574 $2.9M
PW Nova Financial Services LLC 1.10% — 12,806 $2.9M
Pilgrim Partners Asia Pte Ltd 1.40% Reduce -22.1% 12,565 $2.9M
Seeds Investor LLC 0.56% Add +8.6% 12,549 $2.9M
Patrick M Sweeney & Associates, Inc. 1.81% Add +1.9% 12,531 $2.9M
Readystate Asset Management LP 0.22% New 12,531 $2.9M
Farringdon Capital, Ltd. 0.71% Add +65.3% 12,515 $2.9M
Patton Albertson Miller Group, LLC 0.34% Add +9.3% 12,514 $2.9M
Argyle Capital Partners, LLC 2.11% Reduce -2.2% 12,509 $2.9M
Pinnacle Wealth Management, LLC 1.94% Add +6.0% 12,509 $2.9M
Rhodes Investment Advisors Inc. 2.34% — 12,507 $2.9M
Carl P. Sherr & Co., LLC 1.29% Reduce -1.2% 12,063 $2.9M
Myecfo, LLC 1.23% Reduce -0.1% 12,504 $2.9M
Blueprint Financial Advisors LLC 0.44% Add +4.4% 12,504 $2.9M
Birnam Oak Advisors, LP 0.66% No change 12,500 $2.9M
Olstein Capital Management, L.P. 0.59% No change 12,500 $2.9M
M1 Capital Management LLC 1.20% Add +1.6% 12,487 $2.9M
Global Endowment Management, LP 0.36% Reduce -44.2% 12,478 $2.9M
Miller Financial Services LLC 3.37% Reduce -2.9% 12,356 $2.9M
Affiance Financial, LLC 0.46% Reduce -0.6% 12,459 $2.9M
Oak Asset Management, LLC 0.98% Add +0.1% 12,459 $2.9M
Novem Group 0.33% Reduce -5.6% 12,439 $2.9M
Ranch Capital Advisors Inc. 1.06% Add +0.1% 12,426 $2.9M
WFA of San Diego, LLC 2.10% Reduce -13.2% 12,408 $2.9M
McLaughlin Asset Management, Inc. 2.56% — 12,405 $2.9M
Legacy PCG, LLC 1.77% Reduce -3.5% 12,379 $2.9M
Walkner Condon Financial Advisors LLC 0.40% Reduce -10.2% 12,377 $2.9M
Matauro, LLC 0.43% Reduce -10.5% 12,337 $2.8M
Reflection Asset Management 2.02% — 12,335 $2.8M
Burke & Herbert Bank & Trust Co. 0.79% Reduce -6.1% 12,334 $2.8M
Impact Partnership Wealth, LLC 0.36% Reduce -0.1% 12,331 $2.8M
J. Team Financial, Inc. 2.84% Add +4.3% 12,174 $2.8M
Wealth Science Advisors LLC 1.64% — 12,321 $2.8M
Jacksonville Wealth Management, LLC 2.01% Add +2.6% 12,309 $2.8M
Wealth Intelligence, LLC 1.41% — 12,303 $2.8M
Cahill Financial Advisors Inc. 0.31% Add +0.7% 12,303 $2.8M
Betterment LLC 0.01% Add +89.0% 12,295 $2.8M
Baron Silver Stevens Financial Advisors, LLC 0.41% Reduce -4.3% 12,295 $2.8M
Kensington Investment Counsel, LLC 1.15% Add +31.3% 12,284 $2.8M
Nicholas Wealth, LLC. 1.91% Add +28.8% 12,271 $2.8M
Hofer & Associates. Inc 1.49% Add +0.1% 12,221 $2.8M
Willis Johnson & Associates, Inc. 0.17% Reduce -5.6% 12,201 $2.8M
Financial Planning Hawaii, Inc. 1.62% — 12,171 $2.8M
NovaPoint Capital, LLC 0.72% Add +5.2% 12,171 $2.8M
Scarborough Advisors, LLC 0.47% Add +0.1% 12,163 $2.8M
First City Capital Management, Inc. 1.48% Reduce -25.7% 12,162 $2.8M
Marest Capital, LLC 1.57% Add +8.5% 12,161 $2.8M
Security National Bank of So Dak 1.38% Reduce -0.0% 12,151 $2.8M
Burton Enright Welch 0.39% Add +2.5% 12,117 $2.8M
FSB Premier Wealth Management, Inc. 0.89% Add +77.1% 12,112 $2.8M
Capital Advantage, Inc. 0.38% Reduce -4.5% 12,105 $2.8M
Values Added Financial LLC 1.18% Reduce -12.0% 12,097 $2.8M
Corrado Advisors, LLC 1.40% Reduce -0.4% 12,090 $2.8M
DMC Group, LLC 1.86% Reduce -9.3% 12,086 $2.8M
Altus Wealth Group LLC 1.11% Add +0.8% 12,065 $2.8M
Beam Wealth Advisors, Inc. 0.76% Reduce -4.1% 12,056 $2.8M
Pure Portfolios Holdings LLC 0.84% Reduce -2.3% 12,051 $2.8M
First United Bank & Trust 0.89% Add +1.1% 12,039 $2.8M
Probity Advisors, Inc. 0.45% Reduce -0.8% 12,039 $2.8M
One Charles Private Wealth Services, LLC 0.72% Reduce -10.1% 12,031 $2.8M
LCNB Corp. 0.93% Add +5.1% 12,022 $2.8M
Warwick Investment Management, Inc. 0.43% Add +2.8% 12,017 $2.8M
Alpine Bank Wealth Management 0.39% Add +6.5% 12,017 $2.8M
MBM Wealth Consultants, LLC 0.66% Add +0.7% 12,015 $2.8M
Meadowbrook Advisors Group, LLC 1.56% — 11,993 $2.8M
Saiph Capital, LLC 0.99% Add +0.1% 157,090 $2.8M
McLean Asset Management Corp 0.49% Add +4.9% 11,669 $2.8M
Matters Capital LLC 2.26% — 11,960 $2.8M
Heartwood Wealth Advisors LLC 0.25% Add +9.7% 11,957 $2.8M
Shum Financial Group, Inc. 1.99% Add +3.5% 11,956 $2.8M
Orleans Capital Management Corp. 1.71% Add +27.0% 11,939 $2.8M
Topsail Wealth Management, LLC 0.40% Add +0.1% 11,895 $2.7M
Studio Investment Management LLC 0.50% Reduce -1.2% 11,884 $2.7M
NORTHSTAR ASSET MANAGEMENT Co 0.58% Add +0.2% 11,871 $2.7M
Fairscale Capital, LLC 1.82% Add +3.5% 11,870 $2.7M
Bullseye Investment Management, LLC 1.43% Add +15.4% 11,867 $2.7M
White Lighthouse Investment Management Inc. 0.38% Add +2.5% 11,855 $2.7M
Disciplined Investors, L.L.C. 1.79% Add +0.9% 11,846 $2.7M
MRP Capital Investments, LLC 2.29% Add +6.3% 11,845 $2.7M
Elevation Wealth Management LLC 2.62% — 11,847 $2.7M
Clearwater Capital Advisors, LLC 0.23% Reduce -16.8% 11,819 $2.7M
Peck Wealth Management, LLC 2.58% Reduce -5.4% 11,817 $2.7M
JNBA Financial Advisors 0.24% Add +2.4% 11,807 $2.7M
Financial Management Professionals, Inc. 0.28% Add +5.1% 11,804 $2.7M
Argos Wealth Advisors, LLC 0.73% — 11,801 $2.7M
Financial Consulate, Inc. 0.37% Reduce -4.5% 11,774 $2.7M
August Group Capital Ltd 3.01% — 11,764 $2.7M
Private Client Services, LLC 0.85% Reduce -0.1% 11,750 $2.7M
Cahaba Wealth Management, Inc. 0.19% Reduce -0.1% 11,744 $2.7M
Osprey Private Wealth LLC 0.78% Add +152.2% 11,740 $2.7M
Oak Thistle LLC 0.38% Add +85.5% 11,737 $2.7M
Armstrong Henry H Associates Inc. 0.25% Reduce -0.8% 11,732 $2.7M
Reliant Investment Partners, LLC 2.13% Reduce -2.2% 11,732 $2.7M
Flatrock Wealth Partners LLC 1.30% — 11,726 $2.7M
Penn Davis McFarland Inc. 0.26% Reduce -2.1% 11,721 $2.7M
Northstar Financial Companies, Inc. 2.15% Add +3.5% 11,712 $2.7M
Madison Park Capital Advisors, LLC 2.19% Add +4.4% 11,712 $2.7M
Grey Ledge Advisors, LLC 0.61% Add +1.9% 11,712 $2.7M
Vantage Point Financial LLC 0.96% Add +7.8% 11,687 $2.7M
Grantvest Financial Group LLC 1.73% Reduce -0.9% 11,673 $2.7M
Register Financial Advisors LLC 1.05% Add +1.8% 11,672 $2.7M
Palisades Hudson Asset Management, L.P. 1.04% Add +0.1% 11,666 $2.7M
Operose Advisors LLC 0.63% Add +23.8% 11,667 $2.7M
Hoxton Planning & Management, LLC 0.80% Add +1.8% 11,656 $2.7M
First Community Trust NA 2.01% Reduce -0.9% 11,651 $2.7M
Adelphi Trust Co 2.19% — 11,641 $2.7M
Geometric Wealth Advisors 0.35% Reduce -3.2% 11,633 $2.7M
KERR FINANCIAL PLANNING Corp 3.63% Add +3.7% 12,024 $2.7M
Grandfield & Dodd, LLC 0.15% Reduce -0.4% 11,581 $2.7M
Wallace Advisory Group, LLC 2.80% Reduce -37.8% 11,563 $2.7M
TMB Capital Partners, LLC 0.91% — 11,534 $2.7M
Pennington Partners & Co., LLC 1.06% No change 11,513 $2.7M
Affinity Capital Advisors, LLC 0.37% Add +4.2% 11,489 $2.7M
McGlone Suttner Wealth Management, Inc. 0.36% Reduce -5.6% 11,487 $2.7M
Spectrum Planning & Advisory Services Inc. 1.36% Add +1.2% 11,483 $2.7M
Granite FO LLC 1.41% Reduce -9.3% 11,459 $2.6M
LFA - Lugano Financial Advisors SA 1.37% Reduce -3.3% 11,455 $2.6M
Strategic Investment Solutions, Inc. 0.64% Reduce -18.3% 11,449 $2.6M
Cordant, Inc. 1.11% Add +2416.7% 11,426 $2.6M
Hunter Associates Investment Management LLC 0.35% Add +2.0% 11,417 $2.6M
Rise Advisors, LLC 0.94% Reduce -2.3% 11,415 $2.6M
Gilman Hill Asset Management, LLC 0.41% Add +7.8% 11,399 $2.6M
Wharton Business Group, LLC 0.10% Reduce -1.0% 11,395 $2.6M
Cynosure Group, LLC 0.27% Reduce -39.8% 11,386 $2.6M
Gsa Capital Partners LLP 0.23% Add +3.3% 11,372 $2.6M
Goldstein Advisors, LLC 0.30% Add +11.1% 11,347 $2.6M
Rainier Family Wealth Inc. 1.97% Add +22.5% 11,343 $2.6M
Sprinkle Financial Consultants LLC 1.33% No change 11,337 $2.6M
Kraematon Investment Advisors, Inc. 2.08% Add +3.0% 11,332 $2.6M
Advisory Resource Group 0.46% Reduce -3.3% 11,310 $2.6M
Pathway Financial Advisers, LLC 0.76% Add +4.5% 11,309 $2.6M
Next Level Private LLC 0.68% Add +0.9% 11,296 $2.6M
Delos Wealth Advisors, LLC 1.72% Add +1.5% 11,288 $2.6M
Matisse Capital 1.16% Add +3.9% 11,264 $2.6M
Vantus Wealth LLC 1.91% — 11,258 $2.6M
Warren Street Wealth Advisors, LLC 0.75% Reduce -13.5% 11,257 $2.6M
Paradigm Asset Management Co. LLC 0.60% Reduce -7.4% 11,250 $2.6M
Centerpoint Advisory Group 2.00% Add +0.8% 11,247 $2.6M
Avion Wealth 0.54% Add +19.1% 11,239 $2.6M
Mainsail Asset Management, LLC 1.11% Add +4.9% 11,233 $2.6M
Landing Point Financial Group, LLC 1.29% Reduce -0.8% 11,230 $2.6M
Meadow Creek Wealth Advisors LLC 1.66% Add +0.7% 11,228 $2.6M
Integrity Financial Corp 1.31% Add +1.1% 11,209 $2.6M
Genesee Capital Advisors, LLC 1.04% Add +1.1% 11,204 $2.6M
Hoertkorn Richard Charles 1.00% Reduce -0.9% 11,202 $2.6M
IFG Advisors, LLC 0.43% Reduce -0.7% 11,190 $2.6M
Claris Financial LLC 1.37% Add +2.3% 11,172 $2.6M
Summit Financial Wealth Advisors, LLC 0.37% Add +5.7% 11,169 $2.6M
WPG Advisers, LLC 1.91% Add +3.4% 11,155 $2.6M
Professional Financial Advisors, LLC 0.53% Add +4.5% 11,144 $2.6M
Morey & Quinn Wealth Partners, LLC 1.85% Reduce -0.3% 11,139 $2.6M
Millstone Evans Group, LLC 1.51% Add +12.1% 11,117 $2.6M
Pinnacle Holdings, LLC 0.97% Add +4.5% 11,071 $2.6M
Eddie Patel Inc 1.90% — 11,069 $2.6M
Unique Wealth, LLC 0.36% Add +33.3% 11,060 $2.6M
Fiduciary Wealth Partners, LLC 1.05% Reduce -0.7% 11,042 $2.5M
Alphadyne Asset Management LP 0.25% Add +279.0% 11,041 $2.5M
Stonebridge Financial Group, LLC 0.22% Add +4.3% 11,040 $2.5M
Berkshire Money Management, Inc. 0.24% Add +2.4% 11,036 $2.5M
Capital Advisory Group Advisory Services, LLC 0.75% Add +0.7% 11,036 $2.5M
McDonald Partners LLC 0.80% Reduce -20.2% 11,031 $2.5M
Financial Advisors Network, Inc. 0.35% Add +24.9% 11,007 $2.5M
Capital Management Associates 3.72% No change 11,000 $2.5M
Up Strategic Wealth Investment Advisors LLC 1.84% Reduce -2.9% 12,051 $2.5M
William Mack & Associates, Inc. 1.19% Add +0.6% 10,959 $2.5M
Prostatis Group LLC 0.60% Reduce -4.9% 10,955 $2.5M
Redwood Financial Network Corp 1.61% Add +3.5% 10,949 $2.5M
Legacy Capital Group California, Inc. 0.61% Reduce -1.1% 10,942 $2.5M
PCG Asset Management, LLC 2.01% Reduce -2.0% 10,892 $2.5M
Truepoint, Inc. 0.06% Add +8.1% 10,933 $2.5M
Apex Wealth Management, LLC 2.56% Reduce -48.5% 10,552 $2.5M
Carlson Financial, Inc. 1.46% — 10,911 $2.5M
Adamsbrown Wealth Consultants LLC 0.70% Add +2.0% 10,908 $2.5M
FNY Investment Advisers, LLC 0.72% Add +83.6% 10,906 $2.5M
Keyvantage Wealth, LLC 1.08% Reduce -1.8% 10,901 $2.5M
Allium Financial Advisors, LLC 1.99% Reduce -0.0% 10,895 $2.5M
Paul R. Ried Financial Group, LLC 1.19% Add +4.8% 10,880 $2.5M
American Institute for Advanced Investment Management, LLP 1.61% Reduce -3.2% 10,876 $2.5M
New Covenant Trust Company, N.A. 2.26% Add +2.1% 11,081 $2.5M
Sunflower Bank, N.A. 0.63% Add +1.9% 10,863 $2.5M
Patriot Investment Management Group, Inc. 0.16% Add +0.2% 10,861 $2.5M
Camelot Portfolios, LLC 1.55% Reduce -37.2% 10,861 $2.5M
Bigelow Investment Advisors, LLC 0.98% Reduce -0.8% 10,850 $2.5M
Retirement Guys Formula LLC 1.14% Reduce -1.3% 10,849 $2.5M
First Business Financial Services, Inc. 0.23% Reduce -0.9% 10,829 $2.5M
Petros Family Wealth, LLC 1.66% Add +16.3% 10,812 $2.5M
Coastline Complete Wealth LLC 1.57% — 10,800 $2.5M
Beirne Wealth Consulting Services, LLC 0.72% Reduce -60.9% 10,799 $2.5M
Monument Capital Management 0.62% Add +5.0% 10,796 $2.5M
Aspire Growth Partners LLC 1.73% Add +7.6% 10,784 $2.5M
Fell Capital Management 2.43% — 10,781 $2.5M
Farrell Financial LLC 1.47% Add +0.9% 10,774 $2.5M
Main Street Group, LTD 0.86% Reduce -1.1% 10,760 $2.5M
Arcadia Wealth Management, LLC 0.92% Reduce -1.5% 10,760 $2.5M
Tidemark, LLC 0.71% Reduce -3.3% 10,759 $2.5M
Guerra Pan Advisors, LLC 1.47% Reduce -0.1% 10,754 $2.5M
Thornburg Investment Management Inc. 0.03% Reduce -1.7% 10,748 $2.5M
South Shore Capital Advisors 1.81% — 10,733 $2.5M
Rovin Capital /Ut/ 0.66% Reduce -1.9% 10,731 $2.5M
Drake & Associates, LLC 0.49% Reduce -21.3% 10,730 $2.5M
SPG Advisors LLC 25.44% Reduce -0.0% 10,721 $2.5M
Signature Equity Partners, LLC 1.37% — 10,719 $2.5M
Insight Wealth Partners, LLC 1.03% Add +0.5% 10,715 $2.5M
Cooper/Haims Advisors, LLC 1.12% Add +10.2% 10,691 $2.5M
WJ Wealth Management, LLC 1.08% Reduce -0.0% 10,682 $2.5M
Owen LaRue, LLC 0.94% Reduce -2.7% 10,681 $2.5M
KFA Private Wealth Group, LLC 0.60% Add +10.9% 10,679 $2.5M
Financial & Tax Architects, LLC 0.55% Add +8.5% 10,675 $2.5M
Puff Wealth Management, LLC 3.18% Add +0.8% 10,875 $2.5M
Motive Wealth Advisors 1.05% Add +0.7% 10,649 $2.5M
Lester Murray Antman dba SimplyRich 0.64% Reduce -5.6% 10,646 $2.5M
Fund Advisors of America Inc 2.25% — 10,644 $2.5M
Silver Grove Financial Group, Inc. 2.13% Add +7.4% 10,650 $2.5M
Compton Financial Group, LLC 0.55% No change 10,603 $2.4M
Chelsea Counsel Co. 1.05% Reduce -1.8% 10,601 $2.4M
Stevens Capital Partners 0.64% Add +40.0% 10,595 $2.4M
Hollow Brook Wealth Management LLC 0.63% Reduce -4.2% 10,585 $2.4M
Whitaker-Myers Wealth Managers, LTD. 0.51% Add +59.9% 10,585 $2.4M
Warner Group LLC 1.50% Add +68.2% 10,579 $2.4M
Pointe Capital Management LLC 1.21% Reduce -2.8% 10,572 $2.4M
BayBridge Capital Group, LLC 1.51% Add +1.8% 10,569 $2.4M
First Bancorp, Inc 1.30% Reduce -2.8% 10,556 $2.4M
Rossby Financial, LCC 0.76% Add +1.1% 10,522 $2.4M
Martin Capital Advisors, LLP 1.42% Add +1.2% 10,508 $2.4M
Objectivity Squared, LLC 1.36% Reduce -1.3% 10,495 $2.4M
Centennial Wealth Advisory LLC 0.64% Add +5.1% 10,494 $2.4M
Elevated Private Wealth, LLC 2.52% — 10,493 $2.4M
Intrepid Capital Management Inc. 1.17% No change 10,489 $2.4M
Cornerstone Select Advisors, LLC 1.68% Add +0.6% 10,488 $2.4M
Oakmont Investment Advisors, Inc. 1.77% — 10,485 $2.4M
Element Squared LLC 1.31% Add +3.0% 10,479 $2.4M
Union Savings Bank 1.05% — 10,473 $2.4M
Farnam Financial LLC 1.82% Add +3.0% 10,466 $2.4M
Yoder Wealth Management, Inc. 1.10% Reduce -0.6% 10,443 $2.4M
Members Trust Co 0.08% Add +3.0% 10,433 $2.4M
United Community Bank 0.91% Reduce -29.0% 10,426 $2.4M
Tilia Fiduciary Partners, Inc. 1.33% Reduce -2.3% 10,417 $2.4M
Sutton Place Investors LLC 1.32% Add +3.7% 10,417 $2.4M
Decision Investments, Inc. 2.63% — 10,402 $2.4M
Collar Capital Management, LLC 1.60% Reduce -0.5% 10,381 $2.4M
Promethium Advisors,llc 1.29% Reduce -0.9% 10,372 $2.4M
Advance Capital Management, Inc. 0.10% Reduce -4.1% 10,370 $2.4M
Maripau Wealth Management LLC 1.10% Add +27.7% 10,327 $2.4M
Oak Barrel Wealth Advisory LLC 1.42% — 10,328 $2.4M
Rezny Wealth Management, Inc. 0.51% Add +0.6% 10,325 $2.4M
Phillips Financial Management, LLC 0.15% Add +8.5% 10,321 $2.4M
Azzad Asset Management Inc. 0.23% Reduce -1.0% 10,316 $2.4M
LifeSteps Financial, Inc. 1.52% Add +4.6% 10,315 $2.4M
Davidson Trust Co. 0.99% Add +29.1% 10,315 $2.4M
First Financial Corp. 0.90% Add +0.4% 10,283 $2.4M
American Capital Advisory, LLC 1.03% Add +27.2% 10,280 $2.4M
Myriad Asset Management US LP 3.97% Reduce -46.6% 10,273 $2.4M
MGB Wealth Management, LLC 0.68% No change 10,267 $2.4M
Brady Martz Wealth Solutions, LLC 0.42% Add +14.7% 10,237 $2.4M
Core Wealth Advisors, Inc. 0.61% Add +2.6% 10,225 $2.4M
Alan B Lancz & Associates, Inc. 2.07% Add +0.0% 10,223 $2.4M
Sig Brokerage, LP 0.79% New 10,222 $2.4M
Capital Management Associates, Inc 0.52% Add +13.9% 10,202 $2.4M
Wernau Asset Management Inc. 2.34% Add +3.3% 10,188 $2.4M
M3 Advisory Group, LLC 1.43% Add +4.2% 10,188 $2.4M
Berkeley Capital Partners, LLC 0.55% Reduce -2.5% 10,182 $2.4M
CVFG LLC 1.61% Add +6.1% 10,180 $2.3M
Truvestments Capital LLC 0.43% Add +6.7% 10,174 $2.3M
Cathy Pareto & Associates, Inc. 1.63% Reduce -0.3% 10,167 $2.3M
Tandem Capital Management Corp. 1.07% Add +4.3% 10,157 $2.3M
Red Wave Investments LLC 0.70% Reduce -2.3% 10,156 $2.3M
Juno Financial Group LLC 0.94% — 10,148 $2.3M
Matthew Goff Investment Advisor, LLC 0.41% No change 10,142 $2.3M
Noble Wealth Management PBC 1.18% Add +10.1% 10,141 $2.3M
United Bank 0.31% Reduce -0.0% 10,120 $2.3M
Bill Few Associates, Inc. 0.57% Add +3.9% 10,117 $2.3M
GEM Asset Management, LLC 1.04% Add +17.3% 9,665 $2.3M
MTM Investment Management, LLC 0.75% Add +1.8% 10,112 $2.3M
Mayport, LLC 0.47% Reduce -2.9% 10,107 $2.3M
Fermata Advisors, LLC 0.56% Reduce -5.2% 10,095 $2.3M
IAM Advisory, LLC 0.52% Reduce -0.2% 10,094 $2.3M
Eurizon SLJ Capital Ltd 0.92% — 10,090 $2.3M
Avondale Wealth Management 1.20% Add +1.6% 10,075 $2.3M
LeConte Wealth Management, LLC 1.52% Add +11.2% 10,075 $2.3M
Johnson & White Wealth Management, LLC 1.01% Add +0.2% 10,058 $2.3M
Rakuten Securities, Inc. 0.75% Reduce -27.7% 10,050 $2.3M
Archvest Wealth Advisors, Inc. 1.48% Add +0.6% 10,037 $2.3M
Gradient Capital Advisors, LLC 0.60% Reduce -1.8% 10,036 $2.3M
Rogco, LP 0.77% Add +9.6% 10,029 $2.3M
Sunburst Financial Group, LLC 0.47% Add +2.8% 10,024 $2.3M
Investment Partners Asset Management, Inc. 1.44% Reduce -0.1% 10,020 $2.3M
Hudock, Inc. 0.34% Add +6.2% 10,019 $2.3M
Thayer Partners, LLC / MA 1.12% — 10,010 $2.3M
Demars Financial Group, LLC 0.77% Reduce -8.8% 9,996 $2.3M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 3.19% Add +19.5% 9,991 $2.3M
Roof Eidam Maycock Peralta, LLC 0.52% Add +16.4% 9,977 $2.3M
Sunbeam Capital Management, LLC 1.36% Add +2.8% 9,970 $2.3M
Laraway Financial Advisors Inc 1.50% No change 9,958 $2.3M
Sun Financial Inc 1.28% — 9,955 $2.3M
Vista Cima Wealth Management LLC 1.92% Add +53.2% 9,954 $2.3M
Hurley Capital, LLC 1.29% Reduce -3.5% 9,948 $2.3M
Rockbridge Investment Management, LCC 0.21% Add +10.4% 9,933 $2.3M
Fonville Wealth Management LLC 0.47% Add +5.8% 9,923 $2.3M
Oxford Wealth Group, LLC 1.11% — 9,923 $2.3M
TriaGen Wealth Management LLC 0.59% Reduce -14.8% 9,912 $2.3M
Atlas Private Wealth Advisors 0.53% Reduce -0.6% 9,874 $2.3M
Midwest Professional Planners, LTD. 0.54% Add +2.1% 9,860 $2.3M
Bright Futures Wealth Management, LLC. 1.69% Add +5.2% 9,816 $2.3M
Wisconsin Wealth Advisors, LLC 2.22% Add +1.0% 9,806 $2.3M
Investment Advisory Services Group LLC 2.01% — 9,798 $2.3M
Palatine Hill Wealth Management, LLC 1.82% — 9,782 $2.3M
Ogorek Anthony Joseph /NY/ 0.62% Reduce -5.9% 9,773 $2.3M
Madrona Financial Services, LLC 0.48% Add +6.8% 9,773 $2.3M
WealthSpring Partners, LLC 2.31% — 9,767 $2.3M
Saxony Capital Management, LLC 1.38% Add +3.9% 9,750 $2.3M
Schneider Downs Wealth Management Advisors, LP 0.25% Add +43.5% 9,743 $2.2M
Avaii Wealth Management, LLC 0.81% Add +5.5% 9,722 $2.2M
Yukon Wealth Management, Inc. 1.29% Reduce -66.9% 9,611 $2.2M
Van Strum & Towne Inc. 0.63% Add +4.0% 9,696 $2.2M
RPS Advisory Solutions LLC 1.05% Reduce -2.8% 9,678 $2.2M
Account Management LLC 2.39% Add +635.0% 9,665 $2.2M
Lee Financial Co 0.30% Reduce -28.8% 9,623 $2.2M
Warner Financial, Inc. 0.77% Add +71.2% 9,622 $2.2M
Essential Investment Partners LLC 2.09% — 9,620 $2.2M
Heritage Wealth Management, Inc. 0.62% Reduce -0.8% 9,597 $2.2M
TrueWealth Advisors, LLC 0.57% Reduce -1.1% 9,597 $2.2M
Golden Reserve Retirement LLC 0.41% Add +707.6% 9,594 $2.2M
Alpha Zero LLC 1.21% Add +1.8% 9,589 $2.2M
Murphy & Mullick Capital Management Corp 1.60% Add +7.2% 9,587 $2.2M
EHP Funds Inc. 5.07% Add +22.7% 9,585 $2.2M
Crumly & Associates Inc. 0.46% Add +6.9% 9,583 $2.2M
Birchcreek Wealth Management, LLC 1.08% Reduce -6.0% 9,567 $2.2M
Rahlfs Capital, LLC 1.71% No change 9,560 $2.2M
Trueblood Wealth Management, LLC 0.86% Add +2.1% 9,546 $2.2M
Elwood & Goetz Wealth Advisory Group, LLC 0.39% Add +10.3% 9,542 $2.2M
Cumberland Advisors Inc. 0.83% Reduce -3.5% 9,530 $2.2M
Renasant Bank 1.49% Reduce -7.2% 9,505 $2.2M
Inlet Private Wealth, LLC 0.51% Add +2.4% 9,505 $2.2M
Richardson Financial Services Inc. 0.71% Add +3.9% 9,502 $2.2M
Gallagher Fiduciary Advisors, LLC 0.07% Add +0.6% 9,488 $2.2M
Wayfinding Financial, LLC 0.93% Reduce -2.2% 9,486 $2.2M
FDx Advisors, Inc. 1.11% Add +0.7% 9,442 $2.2M
Okabena Investment Services Inc. 0.41% Reduce -33.2% 9,428 $2.2M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.73% Reduce -1.7% 9,424 $2.2M
Centerpoint Advisors, LLC 0.67% Add +1.1% 9,422 $2.2M
PSI Advisors, LLC 0.55% Add +5.6% 9,422 $2.2M
M. Kraus & Co 0.61% No change 9,413 $2.2M
SJS Investment Consulting Inc. 0.27% Add +9.1% 9,407 $2.2M
Blue Bell Private Wealth Management, LLC 0.32% Add +39.8% 9,405 $2.2M
Ariadne Wealth Management, LP 0.90% Reduce -0.6% 10,870 $2.2M
West Paces Advisors Inc. 0.42% Add +3.8% 9,395 $2.2M
Narus Financial Partners, LLC 0.60% Add +2.3% 9,392 $2.2M
TFC Financial Management, Inc. 0.27% Reduce -31.6% 9,392 $2.2M
Salvus Wealth Management, LLC 1.21% Add +8.0% 9,388 $2.2M
G2 Capital Management, LLC / Oh 0.52% Add +1.0% 9,381 $2.2M
Ninepoint Partners LP 0.26% Add +106.9% 9,377 $2.2M
Catalyst Private Wealth, LLC 0.94% Add +5.1% 9,372 $2.2M
Caldwell Investment Management Ltd. 1.33% No change 9,300 $2.2M
Pacific Point Advisors, LLC 1.16% Add +8.3% 9,361 $2.2M
Midwest Financial Group LLC 0.95% Add +21.8% 9,350 $2.2M
Milestone Asset Management Group, LLC 1.22% Add +11.4% 9,346 $2.2M
Eagle Bluffs Wealth Management LLC 0.87% Add +4.1% 9,345 $2.2M
Meriwether Wealth & Planning, LLC 1.22% Reduce -5.4% 9,342 $2.2M
Gill Capital Partners, LLC 0.65% Reduce -3.8% 9,341 $2.2M
Wakefield Asset Management LLLP 0.58% No change 9,334 $2.2M
Bryant Woods Investment Advisors, LLC 0.83% No change 9,329 $2.2M
Connective Capital Management, LLC 1.26% No change 9,295 $2.1M
Winebrenner Capital Management LLC 1.43% Add +2.2% 9,285 $2.1M
Lakeridge Wealth Management LLC 0.97% Add +11.3% 9,281 $2.1M
MOR Wealth Management, LLC 0.98% — 9,270 $2.1M
Marshall Financial Group, LLC 0.41% Reduce -12.0% 9,251 $2.1M
Acorn Creek Capital LLC 0.77% Add +1.6% 9,251 $2.1M
Northland Securities, Inc. 2.05% — 9,248 $2.1M
Northwest Quadrant Wealth Management, LLC 0.44% Add +1.3% 9,248 $2.1M
WealthTrust Asset Management, LLC 1.49% Reduce -1.4% 9,237 $2.1M
AXS Investments LLC 0.73% Reduce -1.9% 9,231 $2.1M
Midland Wealth Advisors, LLC 0.11% New 9,209 $2.1M
Kohmann Bosshard Financial Services, LLC 0.19% Reduce -17.3% 9,183 $2.1M
Vilga Financial Planning LLC 2.03% — 9,181 $2.1M
Atwood & Palmer Inc. 0.12% Reduce -4.6% 9,177 $2.1M
Columbia River Financial Group, LLC 1.30% No change 9,177 $2.1M
Acorn Wealth Advisors, LLC 0.63% Add +1.9% 9,173 $2.1M
Greenberg Financial Group 0.87% — 9,169 $2.1M
Covenant Partners, LLC 0.62% Add +0.6% 9,164 $2.1M
Cherrydale Wealth Management, LLC 0.64% Reduce -23.1% 9,154 $2.1M
Walker Asset Management, LLC 1.13% Add +3.2% 9,141 $2.1M
Massachusetts Wealth Management 0.98% Add +2.8% 9,135 $2.1M
Hansen & Associates Financial Group, Inc. 1.15% Add +1.1% 10,182 $2.1M
Bullock Wealth Management Group 1.03% — 9,121 $2.1M
Factor Wealth Management LTD 0.45% Add +0.4% 9,093 $2.1M
Strategic Financial Services, Inc. 0.10% Reduce -6.2% 9,972 $2.1M
Spreng Capital Management, Inc. 0.82% Reduce -7.3% 9,084 $2.1M
Corundum Group, Inc. 0.70% Add +1.3% 9,080 $2.1M
Creative Capital Management Investments LLC 0.63% Reduce -0.1% 9,077 $2.1M
Verity Asset Management, Inc. 0.90% Reduce -51.2% 9,076 $2.1M
Almanack Investment Partners, LLC. 0.36% Reduce -26.0% 9,070 $2.1M
Lipe & Dalton 1.03% Reduce -2.1% 9,063 $2.1M
SMART Wealth LLC 0.64% Add +24.2% 9,041 $2.1M
Tributary Capital Management, LLC 0.21% Reduce -3.2% 9,030 $2.1M
Eagle Bay Advisors LLC 1.52% Add +1.6% 9,020 $2.1M
Satovsky Asset Management LLC 0.40% Add +0.0% 9,014 $2.1M
TPG Advisors LLC 1.29% Add +0.2% 9,013 $2.1M
Rinkey Investments 0.53% Reduce -0.8% 9,007 $2.1M
Smart Money Group LLC 0.61% Add +2.9% 9,006 $2.1M
Kellett Wealth Advisors, LLC 1.19% Add +6.0% 8,990 $2.1M
Creekside Partners 0.88% Reduce -7.6% 8,977 $2.1M
MKT Advisors LLC 0.71% Reduce -1.1% 8,881 $2.1M
Mascagni Wealth Management, Inc. 1.54% Add +0.8% 8,953 $2.1M
Cadent Capital Advisors, LLC 0.55% Reduce -9.9% 8,947 $2.1M
O'Domhnaill Enterprises, Inc. 1.93% — 8,939 $2.1M
Fca Corp. 0.58% Reduce -1.0% 8,935 $2.1M
Lansing Street Advisors 0.53% Add +45.5% 8,934 $2.1M
WestHill Financial Advisors, Inc. 0.39% Reduce -0.2% 8,933 $2.1M
Mma Asset Management LLC 0.73% Reduce -26.4% 8,931 $2.1M
Client 1ST Advisory Group, LLC 0.65% Add +5.0% 8,923 $2.1M
Potentia Wealth 0.75% Add +4.7% 8,920 $2.1M
Prosperity Bancshares Inc 1.86% — 8,920 $2.1M
Steffes Financial, Ltd. 1.07% — 8,915 $2.1M
Alvarez & Marsal Private Wealth Partners, LLC 0.39% — 8,901 $2.1M
Wealth Advisors of Iowa, LLC 0.67% Reduce -5.3% 8,885 $2.1M
Nabity-Jensen Investment Management Inc 1.39% Add +0.2% 8,871 $2.0M
Ellenbecker Investment Group 0.29% Add +1.0% 8,865 $2.0M
Hobbs Group Advisors, LLC 0.62% Reduce -8.8% 8,857 $2.0M
WMG Financial Advisors, LLC 0.84% Reduce -17.0% 8,856 $2.0M
Luts & Greenleigh Group, Inc. 1.74% Add +1.8% 8,849 $2.0M
Blue Capital, Inc. 1.46% Add +0.7% 8,846 $2.0M
Marotta Asset Management 0.38% Reduce -13.7% 8,841 $2.0M
Hilltop National Bank 0.49% Reduce -2.7% 8,837 $2.0M
SFG Wealth Management, LLC. 0.80% Reduce -0.1% 8,831 $2.0M
Fortitude Family Office, LLC 0.48% Add +4.3% 8,827 $2.0M
Carrera Capital Advisors 0.34% Add +11.1% 8,827 $2.0M
Access Financial Services, Inc. 0.74% Add +0.6% 8,803 $2.0M
Barbara Oil Co. 0.75% No change 8,800 $2.0M
Founders Grove Wealth Partners, LLC 0.46% Add +22.6% 8,788 $2.0M
Tarbox Family Office, Inc. 0.33% Reduce -12.2% 8,780 $2.0M
Portus Wealth Advisors, LLC 1.90% Add +6.8% 8,746 $2.0M
LeClair Wealth Partners LLC 1.17% Reduce -0.2% 8,745 $2.0M
Broadway Wealth Solutions, Inc. 1.08% Reduce -2.9% 8,742 $2.0M
Prentice Wealth Management LLC 0.46% Add +1.3% 8,742 $2.0M
Navis Wealth Advisors, LLC 0.85% Add +19.7% 8,730 $2.0M
Investors Research Corp 0.37% Reduce -0.5% 8,723 $2.0M
Capstone Wealth Management Group LLC 1.22% No change 8,721 $2.0M
Lexington Hill Partners, LLC 1.51% — 8,719 $2.0M
Financial Life Planners 1.44% Add +3.3% 8,718 $2.0M
Optima Capital LLC 0.87% Add +0.0% 8,718 $2.0M
Traub Capital Management LLC 1.93% Reduce -0.5% 8,698 $2.0M
Philip James Wealth Mangement, LLC 0.24% Add +1.6% 8,670 $2.0M
Thoma Capital Management LLC 1.15% Reduce -9.5% 8,666 $2.0M
Francis Financial, Inc. 0.39% Reduce -23.4% 8,661 $2.0M
Clarion Wealth Managment Partners, LLC 1.85% Add +10.3% 8,652 $2.0M
Syverson Strege & Co 0.47% Add +4.4% 8,635 $2.0M
Old Port Advisors 0.49% Add +18.2% 8,632 $2.0M
Kraft, Davis & Associates, LLC 0.45% Add +2.3% 8,208 $2.0M
Seek First Inc. 1.37% Add +0.1% 8,616 $2.0M
Robinswood Financial LLC 0.64% Add +0.1% 8,608 $2.0M
Signet Private Wealth LLC 1.90% — 8,605 $2.0M
Silverlake Wealth Management LLC 0.45% Add +2.2% 8,600 $2.0M
Spectrum Wealth Advisory Group, LLC 0.73% Add +0.5% 8,590 $2.0M
17 Capital Partners, LLC 1.03% Reduce -2.2% 8,586 $2.0M
Ardent Capital Management, Inc. 0.78% Add +28.6% 8,554 $2.0M
Gould Capital, LLC 1.22% Add +3.6% 8,546 $2.0M
NavPoint Financial, Inc. 0.84% Add +149.1% 8,521 $2.0M
Presidio Capital Management, LLC 0.59% Add +5.1% 8,491 $2.0M
Coordinated Financial Services, Inc. 1.14% Add +7.3% 8,464 $2.0M
Flagship Wealth Advisors, LLC 0.57% Add +42.6% 8,451 $2.0M
Marble Harbor Investment Counsel, LLC 0.21% Reduce -5.1% 8,450 $2.0M
Liberty Square Wealth Partners LLC 0.56% Reduce -1.2% 8,441 $1.9M
Howard Wealth Management, LLC 0.85% Reduce -3.0% 8,436 $1.9M
Genesis Private Wealth, LLC 0.60% Add +0.2% 8,434 $1.9M
Affinity Investment Advisors, LLC 1.29% Add +162.1% 8,417 $1.9M
Richard W. Paul & Associates, LLC 0.65% Reduce -1.3% 8,417 $1.9M
MPS Loria Financial Planners, LLC 0.50% Add +4.0% 8,405 $1.9M
W Advisors, LLC 0.97% Add +1.5% 8,395 $1.9M
Twin Tree Management, LP 0.20% Reduce -80.1% 8,386 $1.9M
Summit Financial Strategies, Inc. 0.16% Add +8.4% 8,365 $1.9M
Sherman Asset Management, Inc. 1.63% No change 8,363 $1.9M
Paladin Advisory Group, LLC 1.41% Add +4.8% 8,363 $1.9M
Ssi Investment Management LLC 0.72% No change 8,363 $1.9M
Apeiron RIA LLC 0.39% Add +5.7% 7,957 $1.9M
PAX Financial Group, LLC 0.33% Add +4.0% 8,357 $1.9M
Trevian Wealth Management LLC 0.92% Add +1.2% 8,356 $1.9M
Katamaran Capital LLP 1.46% Reduce -79.1% 8,355 $1.9M
Pitti Group Wealth Management, LLC 1.59% Add +0.5% 8,354 $1.9M
Colony Family Offices, LLC 0.48% Reduce -9.7% 8,345 $1.9M
Investment Research Partners LLC 0.83% Add +10.3% 8,339 $1.9M
Virtus Investment Advisers, LLC 0.52% Add +5.8% 8,320 $1.9M
Echo Wealth Management, LLC 1.12% Reduce -7.4% 8,319 $1.9M
Peoples Bank 1.19% Add +1.9% 8,318 $1.9M
Flagship Capital Management Inc. 1.36% — 8,315 $1.9M
David J Yvars Group 1.02% Reduce -6.1% 8,310 $1.9M
Magnolia Capital Management Ltd. 1.43% Add +0.4% 8,305 $1.9M
Armstrong, Fleming & Moore, Inc 0.88% Reduce -2.0% 8,296 $1.9M
Peoples Bank 1.92% Reduce -8.6% 8,292 $1.9M
Serenus Wealth Advisors, LLC 0.37% Add +2.5% 8,274 $1.9M
Pflug Koory, LLC 0.89% Add +2.7% 8,274 $1.9M
Parsonex Advisory Services, Inc. 1.22% Add +11.2% 8,273 $1.9M
R Squared Ltd 0.89% Add +6.3% 8,272 $1.9M
Alliance Wealth Advisors, LLC 0.91% Add +4.1% 8,269 $1.9M
Tiller Private Wealth, Inc. 0.68% Reduce -14.6% 8,264 $1.9M
Centennial Bank 0.76% No change 8,264 $1.9M
Brio Consultants, LLC 0.25% Reduce -0.5% 8,251 $1.9M
CCG Wealth Management, LLC 0.82% Add +7.9% 8,248 $1.9M
Cornerstone National Bank & Trust Co 0.76% Add +1.3% 8,233 $1.9M
Van Diest Capital, LLC 2.83% — 8,223 $1.9M
Unified Investment Management 1.91% Add +2.8% 8,204 $1.9M
Legend Financial Advisors, Inc. 1.15% Reduce -1.4% 8,197 $1.9M
Maxele Advisors, LLC 1.54% Add +5.1% 8,191 $1.9M
McNaughton Wealth Management, LLC 0.78% Add +9.9% 8,187 $1.9M
SHUTTLEWORTH & Co 1.73% Add +1.4% 8,175 $1.9M
Thompson Davis & Co., Inc. 1.13% Add +1.1% 8,171 $1.9M
Littlejohn Financial Services, Inc. 1.39% Reduce -2.6% 8,168 $1.9M
MinichMacGregor Wealth Management, LLC 0.34% Add +2.1% 8,159 $1.9M
Elser Financial Planning, Inc 1.36% Add +25.1% 8,142 $1.9M
Pacific Sun Financial Corp 0.90% Reduce -2.0% 8,136 $1.9M
Kapstone Financial Advisors LLC 0.93% Reduce -5.2% 8,132 $1.9M
Plotkin Financial Advisors, LLC 0.92% Add +1.7% 8,132 $1.9M
Sulzberger Capital Advisors, Inc. 1.90% Reduce -1.1% 8,131 $1.9M
Cedarwood Wealth LLC 2.09% — 7,872 $1.9M
Gainplan LLC 0.70% New 8,130 $1.9M
Kwmg, LLC 0.16% Add +5.0% 8,116 $1.9M
Spinnaker Investment Group, LLC 0.34% Add +33.1% 8,086 $1.9M
Defender Capital, LLC. 0.60% New 8,080 $1.9M
M.E. Allison & Co., Inc. 1.27% Reduce -0.1% 8,080 $1.9M
Panoramic Capital Partners, LLC 1.14% Reduce -1.5% 8,078 $1.9M
John Boyer, Inc. 1.90% Reduce -18.7% 8,090 $1.9M
Stone Wealth Partners 1.66% — 8,074 $1.9M
Brown Wealth Management, LLC 0.49% Reduce -5.1% 8,064 $1.9M
Bluesphere Advisors LLC 0.82% Add +3.9% 8,062 $1.9M
Endeavor Private Wealth, Inc. 0.53% Add +7.0% 8,062 $1.9M
Steadtrust LLC 1.15% Reduce -3.5% 8,060 $1.9M
Westshore Wealth, LLC 0.62% Reduce -7.0% 8,055 $1.9M
Morling Financial Advisors, LLC 0.59% Add +1.0% 8,054 $1.9M
Exchange Bank 1.28% Reduce -1.5% 8,046 $1.9M
Wellington-Altus USA Inc. 1.37% — 8,035 $1.9M
Wagner Wealth Management, LLC 0.39% Add +38.0% 8,026 $1.9M
Investment Insight Wealth Management, LLC 1.82% — 8,017 $1.9M
Athena Wealth Management, LLC 1.80% — 8,012 $1.8M
Integrity Wealth Solutions LLC 0.73% Add +4.6% 8,012 $1.8M
Hidden Cove Wealth Management, LLC 1.20% Add +10.0% 8,010 $1.8M
Castleview Partners, LLC 0.92% Reduce -3.4% 8,009 $1.8M
LB Partners LLC 1.70% No change 8,000 $1.8M
Clarus Wealth Advisors 0.77% Add +3.2% 7,610 $1.8M
Dynamic Technology Lab Private Ltd 0.42% Reduce -61.6% 7,997 $1.8M
Orin Green Financial, LLC 0.74% Add +2.3% 7,992 $1.8M
NCM Capital Management, LLC 0.68% No change 7,983 $1.8M
Provident Living Financial Services, Inc. 1.81% — 7,962 $1.8M
Capital Wealth Alliance, LLC 0.78% Add +48.8% 8,792 $1.8M
MLP3, LLC 2.00% — 7,938 $1.8M
RVW Wealth, LLC 0.14% Reduce -11.7% 7,920 $1.8M
Charter Oak Capital Management, LLC 0.14% Add +0.9% 7,900 $1.8M
Axis Wealth Partners, LLC 1.01% Add +0.6% 7,899 $1.8M
Greenline Wealth Management LLC 1.89% — 7,898 $1.8M
Fortress Financial Group, LLC 1.35% No change 7,898 $1.8M
Autumn Glory Partners, LLC 0.64% Add +5.1% 7,883 $1.8M
Tenon Financial LLC 0.77% Add +89.2% 7,880 $1.8M
Partners Wealth Management, LLC 1.90% Reduce -0.5% 7,875 $1.8M
Hyposwiss Advisors SA 1.78% — 7,872 $1.8M
SilverOak Wealth Management LLC 0.28% Reduce -19.6% 7,870 $1.8M
Knights of Columbus Asset Advisors LLC 0.10% Reduce -0.6% 7,852 $1.8M
Hamilton Capital, LLC 0.09% — 7,847 $1.8M
LYNX Capital Group Ltd. 0.83% Reduce -1.5% 7,846 $1.8M
Collective Family Office LLC 0.42% Add +10.1% 7,840 $1.8M
Pingora Partners LLC 1.11% Reduce -0.2% 7,837 $1.8M
Tripletail Wealth Management, LLC 2.29% Reduce -3.4% 7,835 $1.8M
Skyview Financial Group LLC 1.86% — 7,828 $1.8M
Provenance Wealth Advisors, LLC 0.20% Reduce -3.6% 7,827 $1.8M
GHP Investment Advisors, Inc. 0.07% Add +9.5% 7,821 $1.8M
Guilbault Capital LLC 2.02% — 7,820 $1.8M
Vaughan David Investments LLC 0.04% Add +49.5% 7,816 $1.8M
FreeGulliver LLC 0.81% Reduce -11.5% 7,812 $1.8M
Guardian Investment Management 1.40% Reduce -2.2% 7,808 $1.8M
OneAscent Family Office, LLC 1.22% Add +16.7% 7,805 $1.8M
Monte Financial Group, LLC 0.67% Add +0.9% 7,805 $1.8M
Keynote Financial Services LLC 1.02% Reduce -2.3% 7,804 $1.8M
Cannon Wealth Management Services, LLC 1.27% Add +0.5% 7,803 $1.8M
Objective Capital Management, LLC 1.83% Add +6.3% 7,800 $1.8M
Old North State Trust, LLC 1.06% Reduce -4.1% 7,799 $1.8M
Tailwinds Wealth, LLC 1.94% — 7,782 $1.8M
Lauer Wealth, LLC 1.36% Add +27.4% 7,292 $1.8M
PCB Capital LLC 2.87% — 7,764 $1.8M
Investment Partners, LTD. 0.63% Reduce -1.0% 7,759 $1.8M
Invenio Wealth Partners LLC 0.66% Reduce -0.6% 7,755 $1.8M
Pachira Investments Inc. 0.87% Add +36.3% 7,753 $1.8M
Aventus Investment Advisors, Inc. 1.45% Add +1.1% 7,739 $1.8M
Lavelle Capital LP 1.13% — 7,721 $1.8M
S Harris Financial Group, LLC 1.70% — 7,696 $1.8M
Planning Center, Inc. 0.18% Add +0.0% 7,694 $1.8M
Tennessee Valley Asset Management Partners 0.23% Add +6.1% 7,686 $1.8M
JMN Financial LLC 1.77% — 7,682 $1.8M
Oxbow Advisors, LLC 0.16% Reduce -10.6% 7,681 $1.8M
Curran Financial Partners, LLC 0.34% Reduce -13.7% 7,679 $1.8M
Precision Wealth Strategies, LLC 0.57% Add +14.7% 7,679 $1.8M
Landaas & Co. /Wi 0.39% Add +2.8% 7,676 $1.8M
BDFS Capital LLC 0.89% — 7,672 $1.8M
Driehaus Capital Management LLC 0.01% Add +39.8% 7,669 $1.8M
Claris Advisors, LLC / Mo / 0.54% Reduce -1.4% 7,666 $1.8M
Washington Growth Strategies LLC 1.14% No change 7,655 $1.8M
Parkway Wealth Management Group, LLC 0.24% — 7,655 $1.8M
Emergent Wealth Advisors, LLC 0.99% Add +14.1% 7,650 $1.8M
LPWM LLC 0.45% Add +11.2% 7,643 $1.8M
Charles Schwab Trust Co 0.12% Reduce -21.1% 7,639 $1.8M
BAM Wealth Management, LLC 1.27% Add +6.1% 7,628 $1.8M
DWR Wealth Management, LLC 1.63% — 7,569 $1.8M
KW Wealth Management LLC 2.66% Add +2.6% 7,592 $1.8M
Charter Research & Investment Group, Inc. 1.17% No change 7,590 $1.8M
Eclectic Associates Inc. 0.27% Reduce -14.4% 7,588 $1.8M
Corecam AG 1.76% — 7,583 $1.8M
Opes Wealth Management LLC 0.30% Reduce -1.4% 7,581 $1.7M
Northern Capital Management, Inc. 0.92% Add +2.4% 7,580 $1.7M
Freedom Financial Partners LLC 0.63% Add +1.1% 7,552 $1.7M
Johnson Financial Group, LLC 0.11% Add +289.5% 7,549 $1.7M
Haven Capital Group, Inc. 1.63% Add +0.9% 7,549 $1.7M
Edmp, Inc. 1.43% Reduce -10.8% 7,536 $1.7M
PCG Wealth Advisors, LLC 0.49% Reduce -2.8% 7,536 $1.7M
American State Bank (Iowa) 0.83% Add +3.0% 7,503 $1.7M
Scoggin Management LP 0.66% No change 7,500 $1.7M
Dogwood Wealth Management LLC 0.76% Reduce -14.8% 7,500 $1.7M
Meridian Wealth Partners, LLC 0.24% Reduce -4.4% 7,473 $1.7M
Smith Shellnut Wilson LLC 0.66% Reduce -23.4% 7,460 $1.7M
Epiq Partners, LLC 0.83% Reduce -7.3% 7,447 $1.7M
4WEALTH Advisors, Inc. 1.49% Add +4.8% 7,436 $1.7M
LifeGoal Investments, LLC 1.15% Add +111.3% 7,433 $1.7M
Crusonia Wealth Advisors LLC 0.38% — 7,430 $1.7M
DecisionMap Wealth Management, LLC 1.06% Add +0.1% 7,429 $1.7M
Planning Alternatives Ltd. 0.22% Add +8.9% 7,426 $1.7M
Cornercap Investment Counsel Inc. 0.84% New 7,420 $1.7M
Churchill Financial Advisors, LLC 0.52% — 7,419 $1.7M
Bowman & Co S.C. 0.72% Reduce -1.6% 7,413 $1.7M
Montis Financial, LLC 0.34% Add +10.6% 7,409 $1.7M
Nolet Wealth Management, LLC 0.95% — 7,399 $1.7M
XY Planning Network, Inc. 0.30% Add +12.9% 7,391 $1.7M
KilterHowling LLC 0.86% Add +3.6% 7,388 $1.7M
Blalock Williams, LLC 1.36% Reduce -1.3% 7,366 $1.7M
Sonoma Allocations LLC 0.56% Add +22.3% 6,943 $1.7M
Everstar Asset Management, LLC 0.91% Reduce -4.5% 7,352 $1.7M
First Financial Group Corp 1.44% Reduce -2.8% 7,342 $1.7M
Cannon Capital Management, Inc. 1.49% — 7,320 $1.7M
Tillman Hartley LLC 0.42% Add +28.2% 7,316 $1.7M
Align Financial, LLC 0.98% — 1,686,371 $1.7M
KFG Wealth Management, LLC 0.23% Reduce -3.0% 7,293 $1.7M
Zinnia Wealth Advisory, LLC 1.82% — 7,283 $1.7M
Cravens & Co Advisors, LLC 1.10% Reduce -2.2% 6,925 $1.7M
Chesapeake Asset Management LLC 1.39% Reduce -1.7% 7,276 $1.7M
Advisory Advocates, LLC 1.67% — 7,275 $1.7M
Alternative Investment Advisors, LLC. 0.73% Reduce -1.3% 7,275 $1.7M
Palouse Capital Management, Inc. 1.09% Reduce -2.6% 7,269 $1.7M
Evansbrook LLC 1.12% — 7,265 $1.7M
Members Wealth LLC 1.05% Reduce -1.5% 7,015 $1.7M
Worthington Financial Partners, LLC 1.48% — 7,245 $1.7M
PFW Advisors LLC 0.50% Reduce -6.9% 7,240 $1.7M
Mountain Capital Investment Advisors Inc. 0.27% Add +1.3% 6,976 $1.7M
Bank & Trust Co 1.18% Add +0.3% 7,224 $1.7M
Grand Central Investment Group 1.21% — 7,209 $1.7M
Searle & Co. 0.43% Add +46.9% 7,200 $1.7M
Enzi Wealth 0.59% Reduce -3.9% 7,020 $1.7M
Financial Council, LLC 0.66% Add +1.0% 7,188 $1.7M
Alterna Wealth Management, Inc. 1.38% Reduce -0.2% 7,187 $1.7M
Blue Jean Financial LLC 1.35% — 7,184 $1.7M
Addison Advisors LLC 0.37% Add +0.8% 7,176 $1.7M
Portland Investment Counsel Inc. 0.50% No change 7,120 $1.7M
Fortis Advisors, LLC 0.91% Reduce -3.0% 7,168 $1.7M
Fielder Capital Group LLC 0.35% Add +5.0% 7,162 $1.7M
MN Wealth Advisors, LLC 0.83% Reduce -2.7% 7,147 $1.6M
Fulcrum Equity Management 1.57% Add +92.7% 7,126 $1.6M
North Capital, Inc. 1.42% Add +9.7% 7,126 $1.6M
Adapt Wealth Advisors, LLC 0.57% Reduce -3.7% 7,125 $1.6M
Vista Investment Partners Ii, LLC 0.71% Reduce -2.1% 7,125 $1.6M
Granite Group Advisors, LLC 0.93% Reduce -1.1% 7,107 $1.6M
Ridgecrest Wealth Partners, LLC 0.89% Reduce -16.3% 7,104 $1.6M
Carter Financial Group, INC. 0.97% Reduce -10.5% 7,097 $1.6M
Elevation Wealth Partners, LLC 0.58% Reduce -0.3% 7,082 $1.6M
MeadowBrook Investment Advisors LLC 1.41% Reduce -1.1% 7,058 $1.6M
Lummis Asset Management, LP 1.00% Add +0.2% 7,055 $1.6M
Future Financial Wealth Managment LLC 1.10% Add +6.8% 7,049 $1.6M
Davis Investment Partners, LLC 0.57% Add +1.1% 7,186 $1.6M
Port Capital LLC 0.07% Add +0.6% 7,050 $1.6M
Conrad Siegel Investment Advisors, Inc. 0.31% Reduce -0.7% 7,046 $1.6M
Delaney Capital Management Ltd. 0.27% — 7,044 $1.6M
Concorde Asset Management, LLC 0.65% Add +6.5% 7,044 $1.6M
Quantum Financial Planning Services, Inc. 0.59% Reduce -12.3% 7,042 $1.6M
Red Reef Advisors LLC 1.65% — 7,039 $1.6M
Retirement Solution LLC 0.36% Add +35.9% 7,025 $1.6M
Harvest Investment Services, LLC 0.31% Add +26.3% 7,024 $1.6M
Advanced Portfolio Management, LLC 4.94% Add +121.2% 7,008 $1.6M
Bright Financial Advisors, Inc. 0.76% Add +0.9% 7,007 $1.6M
Breakthru Advisory Services, LLC 1.03% Add +5.7% 7,007 $1.6M
One Plus One Wealth Management, LLC 0.75% Add +3.7% 7,005 $1.6M
Oasis Management Co Ltd. 0.25% New 7,000 $1.6M
Edgewood Management LLC 0.01% No change 7,000 $1.6M
Eurizon Asset Management Hungary Ltd. 22.88% — 7,000 $1.6M
Carroll Advisory Group, LLC 0.70% — 6,999 $1.6M
Sentinel Trust Co. Lba 0.16% Add +44.4% 6,988 $1.6M
BHK Investment Advisors, LLC 0.53% Add +1.9% 6,987 $1.6M
Forteris Wealth Management Inc. 1.59% — 6,984 $1.6M
Piedmont Capital Management, LLC 1.06% — 6,973 $1.6M
Wallace Hart LLC 1.19% Add +23.4% 6,969 $1.6M
Matrix Private Capital Group LLC 0.82% Add +0.7% 6,969 $1.6M
TrueMark Investments, LLC 0.31% Reduce -2.8% 6,965 $1.6M
Seneca House Advisors 0.60% Add +0.1% 6,964 $1.6M
Arcataur Capital Management LLC 0.46% Add +8.0% 6,964 $1.6M
Aspen Wealth Strategies, LLC 0.88% Add +0.4% 6,960 $1.6M
BlueStem Wealth Partners, LLC 0.18% Reduce -2.3% 6,958 $1.6M
Perissos Private Wealth Management, LLC 1.39% No change 6,956 $1.6M
Invera Wealth Advisors, LLC 1.01% Add +0.7% 6,953 $1.6M
Joule Financial, LLC 0.48% Reduce -7.8% 6,929 $1.6M
Walser Wealth Management Company, A Ltd Liability Co 0.84% — 6,923 $1.6M
Aerodigm Wealth, LLC 0.62% Add +16.9% 6,921 $1.6M
Northern Financial Advisors Inc 1.83% Add +37.3% 6,920 $1.6M
Durante & Waters, LLC 1.11% No change 6,911 $1.6M
Market Street Wealth Management Advisors LLC 0.25% Reduce -1.2% 6,911 $1.6M
Wealthstar Advisors, LLC 0.87% Reduce -22.8% 6,910 $1.6M
Hickory Point Bank & Trust 1.16% No change 6,909 $1.6M
Providence First Trust Co 0.55% Add +14.0% 6,909 $1.6M
Horst & Graben Wealth Management LLC 0.24% Reduce -14.2% 6,908 $1.6M
Dunhill Financial, LLC 0.50% Add +42.8% 9,305 $1.6M
Womack Financial LLC 1.18% Add +1.2% 6,900 $1.6M
Cypress Financial Planning LLC 0.45% Add +0.3% 6,847 $1.6M
Wood Tarver Financial Group, LLC 0.45% Reduce -0.8% 6,892 $1.6M
Axecap Investments, LLC 0.98% Reduce -1.8% 6,884 $1.6M
Panoramic Investment Advisors, LLC 0.86% Reduce -1.1% 6,880 $1.6M
Serenity Investment Advisors 0.93% — 6,445 $1.6M
Bolthouse Investments, LLC 1.41% No change 6,873 $1.6M
Peak Retirement Planning, Inc. 0.37% Add +6.4% 6,873 $1.6M
Stonebridge Financial Group, LLC / MO 1.37% — 6,869 $1.6M
Sterling Group Wealth Management, LLC 0.77% Reduce -2.5% 6,855 $1.6M
Legacy Wealth Partners, LLC 0.41% — 6,851 $1.6M
Dagco, Inc. 0.36% Add +0.9% 6,842 $1.6M
25 LLC 0.50% Add +21.6% 6,840 $1.6M
WPWealth LLP 0.25% Add +8.8% 6,833 $1.6M
Samalin Investment Counsel, LLC 0.56% Reduce -7.5% 6,819 $1.6M
CWS Financial Advisors, LLC 0.43% Reduce -4.2% 6,819 $1.6M
Arkos Global Advisors 0.20% Reduce -44.8% 6,804 $1.6M
Formulate Financial LLC 1.84% Add +1.3% 6,797 $1.6M
KRS Capital Management, LLC 0.90% Reduce -0.3% 6,786 $1.6M
J Hagan Capital, Inc. 0.87% Reduce -5.1% 6,775 $1.6M
IMZ Advisory Inc 0.57% Reduce -4.2% 6,764 $1.6M
BOS Asset Management, LLC 0.42% No change 6,760 $1.6M
Cascades Capital Asset Management, LLC 0.66% Reduce -5.1% 6,760 $1.6M
SK Wealth Management, LLC 0.43% Add +3.5% 6,450 $1.6M
Werlinich Asset Management, LLC 0.77% No change 6,700 $1.6M
MBA Advisors LLC 0.63% Add +10.7% 6,745 $1.6M
Transcendent Capital Group LLC 0.70% Reduce -10.0% 6,740 $1.6M
Elevated Financial Group LLC 0.54% — 6,735 $1.6M
Storen Legacy Partners, LLC 0.49% — 6,715 $1.5M
Bannerstone Capital Management, LLC 1.48% — 6,707 $1.5M
Ashford Capital Management Inc. 0.17% No change 6,700 $1.5M
Tandem Wealth Advisors LLC 0.69% Add +21.5% 6,699 $1.5M
Cohen & Steers, Inc. 0.00% No change 6,700 $1.5M
Oakwell Private Wealth Management, LLC 0.29% Add +3.9% 6,679 $1.5M
October Effect Ltd 1.70% Reduce -13.4% 6,675 $1.5M
Expressive Wealth LLC 1.66% — 6,673 $1.5M
Balance Wealth Partners LLC 0.49% Reduce -7.1% 6,672 $1.5M
Van Cleef Asset Management,Inc 0.16% Add +7.5% 6,661 $1.5M
Beacon Financial Strategies CORP 0.86% Reduce -0.3% 6,660 $1.5M
Sierra Legacy Group 1.13% Reduce -0.9% 6,657 $1.5M
Atwater Malick LLC 0.42% Reduce -5.1% 6,656 $1.5M
Leith Wheeler Investment Counsel Ltd. 0.12% Add +174.1% 6,653 $1.5M
Riverwater Partners LLC 0.59% Reduce -4.4% 6,650 $1.5M
Indie Asset Partners, LLC 1.70% Add +29.8% 6,625 $1.5M
Essential Partners LLC 0.47% Add +8.0% 6,621 $1.5M
Mosley Wealth Management 0.70% — 6,784 $1.5M
Trust Investment Advisors 0.81% Reduce -1.9% 6,607 $1.5M
Corsicana & Co. 0.86% Add +3.0% 6,600 $1.5M
Bayshore Asset Management, LLC 0.62% Add +21.8% 6,592 $1.5M
MLG Wealth Management DBA Pine Grove Financial Group 0.18% — 6,591 $1.5M
Pension & Wealth Management Advisors, Inc. 0.45% Add +54.5% 6,589 $1.5M
Planning Directions Inc. 0.77% Reduce -1.4% 6,589 $1.5M
One Wealth Map LLC 0.77% Add +0.9% 6,238 $1.5M
BCGM Wealth Management, LLC 0.39% Add +0.0% 6,563 $1.5M
Instrumental Wealth, LLC 0.91% Add +6.9% 7,285 $1.5M
SC&H Financial Advisors, Inc. 0.23% Add +25.4% 6,559 $1.5M
Applied Capital LLC 1.04% Add +374.6% 6,554 $1.5M
Vantage Financial Partners, LLC 0.31% Add +3.7% 6,549 $1.5M
Arlington Trust Co LLC 0.15% Reduce -76.5% 6,537 $1.5M
Three Arch Wealth Management LLC 0.28% — 6,536 $1.5M
Bond & Devick Financial Network, Inc. 0.42% Add +11.2% 6,535 $1.5M
Ark Wealth Advisors LLC 1.62% — 6,527 $1.5M
Heck Capital Advisors, LLC 0.11% Reduce -6.1% 6,510 $1.5M
Kelly Financial Group LLC 0.38% Add +0.1% 6,510 $1.5M
Gilpin Wealth Management, LLC 1.19% — 6,504 $1.5M
Global Wealth Strategies & Associates 0.37% Add +5.1% 6,497 $1.5M
Veery Capital, LLC 0.46% Reduce -1.5% 6,492 $1.5M
Conservest Capital Advisors, Inc. 0.14% Add +1.9% 6,491 $1.5M
Valtinson Bruner Financial Planning LLC 0.43% Reduce -1.4% 6,490 $1.5M
Murphy, Middleton, Hinkle & Parker, Inc. 0.72% Reduce -0.5% 6,485 $1.5M
Unify Financial Advisors 1.56% — 6,481 $1.5M
GatePass Capital, LLC 0.78% Add +16.7% 6,480 $1.5M
CJM Wealth Advisers, Ltd. 0.45% Reduce -0.6% 6,480 $1.5M
Merkkuri Wealth Advisors LLC 1.01% Add +3.6% 6,451 $1.5M
Themes Management Co LLC 1.18% — 6,439 $1.5M
Steinberganna Wealth Management 0.70% Reduce -6.6% 6,438 $1.5M
Colton Groome Financial Advisors, LLC 0.43% Add +14.9% 6,431 $1.5M
Frederick Financial Consultants, LLC 0.81% Add +25.7% 6,429 $1.5M
Cassia Capital Partners, LLC 0.80% Reduce -3.1% 6,426 $1.5M
AG Asset Advisory, LLC 1.27% Add +18.5% 6,403 $1.5M
London Co. of Virginia 0.01% No change 6,400 $1.5M
Allegiance Financial Group Advisory Services LLC 0.31% Add +20.9% 6,398 $1.5M
CWC Advisors, LLC. 0.71% Add +3.9% 6,394 $1.5M
Weil Company, Inc. 0.34% Reduce -16.8% 6,389 $1.5M
Lake Hills Wealth Management, LLC 0.77% Reduce -17.8% 6,386 $1.5M
Opus Financial Solutions LLC 1.39% — 6,382 $1.5M
Beaird Harris Wealth Management, LLC 0.10% Reduce -15.3% 6,368 $1.5M
Breachway Investments LLC 1.55% — 6,365 $1.5M
Dividend Assets Capital, LLC 0.28% No change 6,362 $1.5M
Red Lighthouse Investment Management, LLC 0.52% Add +0.7% 6,354 $1.5M
First Pacific Financial 0.19% Reduce -10.1% 6,349 $1.5M
Oldfather Financial Services, LLC 0.44% Add +82.5% 6,336 $1.5M
Lotus Technology Management, LP 0.81% — 6,335 $1.5M
Waller Financial Planning Group, Inc. 0.32% Add +1.0% 6,331 $1.5M
Mosaic Financial Group, LLC 1.00% Reduce -4.1% 6,319 $1.5M
Crescent Sterling, Ltd. 1.50% Add +12.3% 6,319 $1.5M
G&S Capital LLC 0.51% Reduce -5.9% 6,314 $1.5M
SGL Investment Advisors, Inc. 0.59% Add +26.0% 6,544 $1.5M
Arrowroot Family Office, LLC 0.53% Reduce -15.5% 6,313 $1.5M
Beta Wealth Group, Inc. 0.59% Add +14.8% 6,312 $1.5M
Donor Advised Charitable Giving, Inc. 0.03% Add +5.8% 6,303 $1.5M
Par Capital Management Inc. 0.04% Reduce -13.7% 6,300 $1.5M
Numerai GP LLC 0.18% New 6,292 $1.5M
Pinnacle Wealth Management Group, Inc. 0.73% Reduce -2.5% 6,291 $1.5M
Altar Rock LLC 1.74% — 6,288 $1.5M
Dale Q Rice Investment Management Ltd 1.04% Reduce -0.6% 6,275 $1.4M
Total Investment Management Inc. 0.19% Add +0.6% 6,271 $1.4M
Gibson Capital, LLC 0.26% Reduce -1.0% 6,255 $1.4M
Courage Miller Partners, LLC 0.43% Reduce -20.6% 6,251 $1.4M
Strategic Financial Concepts, LLC 1.32% Reduce -75.0% 6,237 $1.4M
Westwood Wealth Management 1.08% Reduce -78.1% 6,237 $1.4M
Lionshead Wealth Management, LLC 1.08% Add +0.0% 6,237 $1.4M
TD Capital Management LLC 0.13% Add +68.3% 6,234 $1.4M
Grey Fox Wealth Advisors, LLC 0.29% Reduce -4.2% 6,227 $1.4M
Powers Advisory Group, LLC 0.54% Add +3.9% 6,223 $1.4M
Pettinga Financial Advisors LLC 0.27% Add +11.1% 6,215 $1.4M
Value Investment Professionals, LLC 1.50% — 6,211 $1.4M
First National Bank & Trust Co. of Newtown 0.26% Add +5.0% 6,206 $1.4M
Taylor Financial Group, Inc. 0.84% Add +7.5% 6,200 $1.4M
Cambridge Financial Group, LLC 0.50% Add +5.8% 6,497 $1.4M
Clear Trail Advisors, LLC 0.33% — 6,188 $1.4M
Precedent Wealth Partners, LLC 0.30% Reduce -2.9% 6,187 $1.4M
Echo45 Advisors LLC 0.81% Add +0.9% 6,173 $1.4M
Rayburn West Financial Services LLC 0.89% — 6,170 $1.4M
Cogent Private Wealth, Inc. 1.08% — 6,163 $1.4M
Arcus Capital Partners, LLC 0.51% Reduce -8.0% 6,161 $1.4M
Fortress Financial Solutions, LLC 1.45% Add +0.7% 6,147 $1.4M
Chatham Capital Group, Inc. 0.20% Reduce -1.9% 6,134 $1.4M
Isthmus Partners, LLC 0.16% New 6,133 $1.4M
Ballew Advisors, Inc 0.80% Add +15.8% 5,832 $1.4M
TruNorth Capital Management, LLC 0.27% Add +125.8% 6,106 $1.4M
Sage Capital Management, LLC 0.65% Reduce -9.8% 6,090 $1.4M
Requisite Capital Management, LLC 0.27% Add +15.2% 6,087 $1.4M
CDM Financial Counseling Services, Inc. 1.32% — 6,087 $1.4M
Austin Asset Management Co Inc 0.24% Reduce -9.4% 6,086 $1.4M
MPWM Advisory Solutions, LLC 0.78% Add +7.7% 6,079 $1.4M
Stone House Investment Management, LLC 0.22% Add +0.4% 6,074 $1.4M
Legacy Financial Group, Inc. 0.37% Add +2.2% 6,060 $1.4M
Camden National Bank 0.19% Add +10.5% 6,066 $1.4M
Great Waters Wealth Management 0.15% Reduce -0.8% 6,063 $1.4M
Element Wealth, LLC 0.58% Add +2.4% 6,058 $1.4M
Augustine Asset Management Inc. 0.28% Add +2.2% 6,055 $1.4M
Tannin Capital LLC 1.25% — 6,042 $1.4M
Altiora Financial Group, LLC 0.24% Reduce -24.9% 6,040 $1.4M
Sage Private Wealth Group, LLC 0.75% Add +0.9% 6,032 $1.4M
Kennon-Green & Company, LLC 1.10% Reduce -4.1% 6,022 $1.4M
Merrion Investment Management Co, LLC 0.75% Add +0.3% 6,020 $1.4M
Hill Island Financial LLC 0.33% Add +5.0% 6,014 $1.4M
Copos Capital B.V. 0.97% — 6,010 $1.4M
Titiun Yejiel 1.70% — 6,000 $1.4M
14B Captial Management LP 1.11% New 6,000 $1.4M
Clio Asset Management LLC 1.08% No change 6,000 $1.4M
Vista Investment Partners LLC 0.36% Add +2.8% 5,999 $1.4M
S.A. Mason LLC 0.55% Add +4.8% 5,986 $1.4M
Plan Group Financial, LLC 0.36% Reduce -15.4% 5,985 $1.4M
BankChampaign, National Association 1.36% — 5,984 $1.4M
Gentry Private Wealth, LLC 0.87% Add +43.8% 5,966 $1.4M
Meridian Investment Counsel Inc. 0.33% Reduce -1.9% 5,961 $1.4M
Coign Capital Advisors LLC 0.72% Add +0.1% 5,960 $1.4M
Colorado Capital Management, Inc. 0.52% Reduce -3.1% 5,957 $1.4M
1015 Capital Partners, LLC 1.35% — 5,936 $1.4M
Pursuit Wealth Management LLC 1.18% — 5,934 $1.4M
V. M. Manning & Co., Inc. 1.38% Reduce -25.0% 5,550 $1.4M
Investmark Advisory Group LLC 0.58% No change 5,922 $1.4M
Running Point Capital Advisors, LLC 0.37% Reduce -0.1% 5,920 $1.4M
Wealthcare Capital Partners, LLC 0.64% Add +4.3% 5,913 $1.4M
Partners in Financial Planning 0.23% Add +0.2% 5,911 $1.4M
Crane Advisory, LLC 0.21% Add +5.6% 5,531 $1.4M
Global Trust Wealth Management LLC 1.01% — 5,893 $1.4M
Lawood & Co. 1.29% — 5,887 $1.4M
Halter Ferguson Financial Inc. 0.30% Add +79.6% 5,881 $1.4M
Selective Wealth Management, Inc. 0.42% Reduce -0.8% 5,689 $1.4M
Safe Harbor Wealth Advisors, LLC 1.31% — 6,788 $1.4M
West Bancorporation Inc. 0.71% Add +1.7% 5,864 $1.4M
Seros Financial, LLC 0.79% Add +1.2% 5,862 $1.4M
Northwest Bancshares, Inc. 0.26% Add +6.3% 5,852 $1.4M
Capula Management Ltd 0.01% Reduce -91.8% 5,846 $1.3M
Williams & Novak, LLC 1.01% Add +11.5% 5,835 $1.3M
Legacy Wealth Managment, LLC 0.64% Add +31.1% 5,831 $1.3M
Nordwand Advisors, LLC 0.24% Reduce -0.9% 5,830 $1.3M
AIMZ Investment Advisors, LLC 0.38% Add +0.3% 5,821 $1.3M
Lord & Richards Wealth Management, LLC 1.15% Reduce -36.1% 5,817 $1.3M
Kilter Group LLC 0.60% Add +6.1% 5,812 $1.3M
Rainey & Randall Wealth Advisors Inc. 0.22% Reduce -1.1% 5,807 $1.3M
Smith Thornton Advisors LLC 0.68% Add +1.9% 5,802 $1.3M
Columbia Advisory Partners LLC 0.91% Add +0.1% 5,781 $1.3M
ProCore Advisors, LLC 1.36% — 5,758 $1.3M
Element Pointe Advisors, LLC 0.26% Add +10.2% 5,754 $1.3M
Baring Financial LLC 0.81% Add +10.4% 5,753 $1.3M
Integrated Capital Management, LLC 0.57% Reduce -0.7% 5,737 $1.3M
Summit Wealth Partners, LLC 0.24% Add +0.4% 5,733 $1.3M
Mfa Wealth Advisors, LLC 0.28% Reduce -1.9% 5,729 $1.3M
Foguth Wealth Management, LLC. 0.20% — 5,835 $1.3M
RFP Financial Group LLC 0.63% Reduce -30.4% 5,724 $1.3M
Howard Bailey Securities, LLC 0.52% Reduce -18.1% 5,722 $1.3M
Summit Wealth Group, LLC 0.31% Add +9.5% 5,718 $1.3M
Westhampton Capital, LLC 0.62% Add +11.6% 5,715 $1.3M
Sage Investment Counsel LLC 1.45% Add +0.5% 5,714 $1.3M
Security National Bank of Sioux City Iowa 0.85% Add +2.1% 5,711 $1.3M
MFA Wealth Services 0.89% Add +0.3% 5,699 $1.3M
Firestone Capital Management 0.28% Reduce -0.4% 5,689 $1.3M
Ruggaard & Associates LLC 0.52% Add +1.1% 5,684 $1.3M
Mascoma Wealth Management LLC 0.28% Reduce -8.6% 5,678 $1.3M
Bridgewealth Advisory Group, LLC 0.29% Add +4.9% 5,667 $1.3M
Avant Financial Advisors LLC 0.94% Reduce -3.9% 5,663 $1.3M
BXM Wealth LLC 1.01% Add +1568.8% 97,060 $1.3M
Seascape Capital Management 0.37% Reduce -2.9% 5,653 $1.3M
Sonoma Private Wealth LLC 1.57% Add +8.6% 5,636 $1.3M
Sippican Capital Advisors 0.84% Add +308.2% 5,633 $1.3M
Smith Asset Management Co., LLC 1.07% Add +16.0% 5,618 $1.3M
jvl associates llc 0.42% Add +2.3% 5,607 $1.3M
Thrive Capital Management, LLC 0.29% Add +14.7% 5,601 $1.3M
Avise Financial Cooperative, Inc. 1.17% — 5,598 $1.3M
Leslie Global Wealth, LLC 0.58% Add +1.5% 5,594 $1.3M
Global Strategic Investment Solutions, LLC 0.13% No change 5,590 $1.3M
Warburton Capital Management, LLC 0.73% Add +32.7% 5,593 $1.3M
Grant Street Asset Management, Inc. 0.26% Add +1.1% 5,588 $1.3M
Second Half Financial Partners, LLC 0.57% Reduce -0.8% 5,583 $1.3M
Beddow Capital Management Inc. 0.50% Reduce -1.3% 5,580 $1.3M
Windsor Capital Management, LLC 0.38% Add +6.6% 5,565 $1.3M
Aspen Capital Management, LLC 0.32% Reduce -0.7% 5,565 $1.3M
Alhambra Investment Management LLC 0.60% Reduce -0.4% 5,564 $1.3M
Regimen Wealth, LLC 0.37% No change 5,554 $1.3M
Center For Asset Management LLC 0.67% Reduce -32.3% 5,549 $1.3M
Pine Harbor Wealth Management, LLC 0.39% Reduce -5.0% 5,549 $1.3M
Lathrop Investment Management Co. 0.23% Add +12.0% 5,544 $1.3M
Tranquilli Financial Advisor LLC 0.74% Add +2.3% 5,541 $1.3M
Lauterbach Financial Advisors, LLC 0.63% Add +11.9% 5,537 $1.3M
Deseret Mutual Benefit Administrators 0.54% Add +3.2% 5,533 $1.3M
Continental Investors Services, Inc. 1.65% Add +8.3% 5,324 $1.3M
Horizon Bancorp Inc. 0.62% Reduce -10.2% 5,527 $1.3M
LifePlan Financial, LLC 0.98% Reduce -0.2% 5,524 $1.3M
Tower Wealth Partners, Inc. 0.70% Add +0.3% 5,514 $1.3M
Heritage Financial Services, LLC 0.11% Reduce -2.5% 5,503 $1.3M
Sard Wealth Management Group, LLC 0.70% Add +12.7% 5,503 $1.3M
Bramshill Investments, LLC 0.07% Reduce -21.4% 5,500 $1.3M
Optivise Advisory Services LLC 0.73% Add +3.0% 5,498 $1.3M
C M Bidwell & Associates Ltd. 0.60% Reduce -1.6% 5,497 $1.3M
TKG Advisors, LLC 0.51% Reduce -0.1% 5,489 $1.3M
Index Technologies Group LLC 1.32% — 5,481 $1.3M
Burk Holdings LLC 0.60% Add +11.5% 5,480 $1.3M
Robinson Smith Wealth Advisors LLC 0.86% Reduce -9.3% 5,469 $1.3M
Intelligence Driven Advisers, LLC 0.18% Add +0.6% 5,469 $1.3M
Braun-Bostich & Associates Inc. 0.78% Reduce -0.0% 5,468 $1.3M
Mark Sheptoff Financial Planning, LLC 0.60% No change 5,464 $1.3M
USAdvisors Wealth Management, LLC 0.42% Add +14.9% 5,465 $1.3M
Heritage Wealth Management, Inc. 0.82% Add +1.6% 5,459 $1.3M
PVG Asset Management Corp. 2.67% Add +39.2% 5,445 $1.3M
Wbi Investments, LLC 0.33% Reduce -26.9% 5,440 $1.3M
Wilson & Boucher Capital Management, LLC 0.82% Reduce -2.8% 5,436 $1.3M
Nova Wealth Management, Inc. 0.86% Reduce -6.5% 5,433 $1.3M
PeakShares LLC 1.22% — 5,423 $1.3M
Michels Family Financial, LLC 0.92% Add +8.9% 5,420 $1.3M
Nicholson Meyer Capital Management, Inc. 0.95% Reduce -5.2% 5,420 $1.3M
Alkeme Wealth, LLC 0.53% No change 5,411 $1.2M
Integrity Wealth Advisors, Inc. 0.88% Reduce -43.4% 5,409 $1.2M
BCS Private Wealth Management, Inc. 0.43% Add +21.0% 5,392 $1.2M
Entelevest, LLC 1.29% — 5,386 $1.2M
Oregon Pacific Wealth Management, LLC 1.28% Add +1.5% 5,379 $1.2M
Omnitrust Wealth Management, Inc 1.58% — 5,370 $1.2M
Helium Advisors LLC 1.25% Reduce -20.0% 5,368 $1.2M
Fourier Capital Management Ltd 1.32% — 5,362 $1.2M
Bravias Capital Group, LLC 0.75% Add +9.1% 5,360 $1.2M
Global Wealth Management, LLC 0.66% Add +20.2% 5,350 $1.2M
Bannerman Wealth Management Group, LLC 0.87% Add +6.0% 5,345 $1.2M
Vermillion Wealth Management, Inc. 0.51% Add +36.6% 5,343 $1.2M
A&I Financial Services, LLC 0.59% Reduce -5.1% 5,342 $1.2M
Godfrey Financial Associates, Inc. 1.06% — 5,325 $1.2M
Seldon Capital LP 0.43% No change 5,320 $1.2M
Finward Bancorp 0.95% Reduce -0.7% 5,318 $1.2M
Wescott Financial Advisory Group, LLC 0.11% Add +39.8% 5,310 $1.2M
Wingate Wealth Advisors, Inc. 0.68% Add +21.5% 5,302 $1.2M
Barnes Pettey Financial Advisors, LLC 0.60% Add +3.8% 5,301 $1.2M
Heritage Oak Wealth Advisors LLC 0.45% Add +1.5% 5,297 $1.2M
Talisman Wealth Advisors LLC 0.95% Reduce -0.1% 5,291 $1.2M
Nalls Sherbakoff Group, LLC 0.88% Reduce -43.0% 5,293 $1.2M
RMR Capital Management, LLC 0.88% No change 5,289 $1.2M
Kondo Wealth Advisors, Inc. 0.47% Reduce -0.5% 5,283 $1.2M
Eaton-Cambridge Inc. 0.40% Add +5.0% 5,276 $1.2M
Red Tortoise LLC 0.52% No change 5,274 $1.2M
Guidance Capital, Inc. 0.30% No change 5,188 $1.2M
RBA Wealth Management, LLC 0.41% Reduce -1.9% 5,256 $1.2M
Capital Squared Financial LLC 0.94% Reduce -0.2% 5,245 $1.2M
RHS Financial, LLC 0.59% Add +6.4% 5,244 $1.2M
J. R. Prunier Capital Management LLC 0.50% — 5,240 $1.2M
Flaharty Asset Management, LLC 0.15% Add +8.0% 5,235 $1.2M
Capital CS Group, LLC 1.91% Add +29.4% 5,234 $1.2M
Prism Planning Partners LLC 1.35% — 5,225 $1.2M
Meredith Wealth Planning 0.36% Reduce -16.7% 5,215 $1.2M
Evernest Financial Advisors, LLC 0.25% Reduce -16.8% 5,763 $1.2M
Slagle Financial, LLC 0.42% Add +5.3% 5,205 $1.2M
Hartmann Taylor Wealth Management, LLC 0.81% Reduce -3.0% 5,205 $1.2M
REDW Wealth LLC 0.46% Add +0.7% 5,202 $1.2M
J.M. Arbour, LLC 1.20% — 5,198 $1.2M
Vista Finance, LLC 0.80% Add +2.3% 5,197 $1.2M
Triasima Portfolio Management inc. 0.18% Reduce -68.9% 5,196 $1.2M
Wexford Capital LP 0.31% Reduce -6.3% 5,184 $1.2M
Goepper Burkhardt LLC 0.39% Reduce -0.7% 5,180 $1.2M
Sageworth Trust Co 0.05% Reduce -81.3% 5,180 $1.2M
Luken Investment Analytics, LLC 0.47% Add +6.0% 5,158 $1.2M
Copia Wealth Management 0.85% Reduce -2.5% 5,156 $1.2M
Kelly Financial Services LLC 0.30% Reduce -0.3% 5,154 $1.2M
ERn Financial, LLC 0.22% Add +10.8% 5,151 $1.2M
Tenzing Financial LLC 0.96% — 5,147 $1.2M
Refined Wealth Management 0.80% Add +19.5% 5,132 $1.2M
Towercrest Capital Management 0.19% Reduce -0.6% 5,131 $1.2M
CPA Asset Management Group, LLC 0.42% Add +105.7% 5,127 $1.2M
DKM Wealth Management, Inc. 0.88% Reduce -0.6% 5,123 $1.2M
ForthRight Wealth Management, LLC 0.34% Reduce -0.7% 5,121 $1.2M
Gambit Capital Management, LLC 0.84% — 5,115 $1.2M
Independence Wealth Advisors, LLC 0.66% — 5,099 $1.2M
Paragon Financial Partners, Inc. 0.72% No change 5,090 $1.2M
Gross & Hartman Investments LLC 0.67% — 5,082 $1.2M
Vestia Personal Wealth Advisors 0.60% Add +7.8% 5,069 $1.2M
Intergy Private Wealth, LLC 0.35% Add +0.3% 5,072 $1.2M
Larry Mathis Financial Planning, LLC 1.03% — 5,071 $1.2M
Fortune Financial Group, Inc. 1.15% — 4,030 $1.2M
Cyr Financial Inc. 0.73% Add +7.7% 5,058 $1.2M
Hara Capital LLC 0.65% No change 5,050 $1.2M
Tanaka Capital Management Inc. 2.12% Reduce -0.2% 5,042 $1.2M
Silverleafe Capital Partners, LLC 0.35% Add +2.2% 5,035 $1.2M
Palisade Asset Management, LLC 0.11% Add +7.6% 5,032 $1.2M
Rosenberg Matthew Hamilton 0.24% Add +1.9% 5,024 $1.2M
Highland Financial Advisors, LLC 0.32% Add +3.7% 5,018 $1.2M
Burkett Financial Services, LLC 0.39% No change 5,014 $1.2M
O'Brien Wealth Partners LLC 0.15% No change 5,012 $1.2M
Horizon Family Wealth, Inc. 0.62% No change 5,011 $1.2M
Wiser Wealth Management, Inc 0.26% Add +4.6% 5,009 $1.2M
Tudor Financial Inc. 0.59% Add +2.7% 5,004 $1.2M
Blossom Wealth Management 1.91% Add +1.9% 5,004 $1.2M
Timelo Investment Management Inc. 1.22% New 5,000 $1.2M
Pincus Capital Management, LP 0.77% — 5,000 $1.2M
Cantor Fitzgerald Investment Advisors L.P. 0.09% No change 5,000 $1.2M
Novak & Powell Financial Services, Inc. 0.60% Add +0.0% 4,997 $1.2M
Alliance Wealth Management Group 0.25% Reduce -0.7% 4,997 $1.2M
NerdWallet Wealth Partners, LLC 0.52% Reduce -2.1% 4,995 $1.2M
Prentiss Smith & Co. Inc. 0.69% No change 4,986 $1.2M
Tortoise Investment Management, LLC 0.10% Add +8.8% 4,982 $1.1M
Paragon Capital Management Inc. 0.89% Reduce -8.7% 4,965 $1.1M
Ferguson Shapiro LLC 0.35% Reduce -0.0% 4,959 $1.1M
AAF Wealth Management, LLC 0.48% Add +25.1% 4,954 $1.1M
Mayfair Advisory Group, LLC 0.44% Reduce -0.8% 5,048 $1.1M
Gibraltar Capital Management, Inc. 0.19% Add +0.5% 4,953 $1.1M
Sunrise Financial Services, LLC 0.86% — 4,952 $1.1M
Opus Capital Group, LLC 0.12% Add +1.9% 4,950 $1.1M
Portfolio Strategies, Inc. 0.13% Reduce -1.9% 4,947 $1.1M
Lynch Investment Planning, LLC 1.09% — 4,945 $1.1M
Financial Guidance Group, Inc. 0.47% Reduce -0.8% 4,943 $1.1M
Covestor Ltd 0.60% Add +2.6% 4,931 $1.1M
Markin Asset Management, LP 1.25% — 4,927 $1.1M
Pursuit Wealth Strategies, LLC 1.59% — 4,925 $1.1M
Arq Wealth Advisors, LLC 0.31% Add +2.7% 4,924 $1.1M
Value Aligned Research Advisors, LLC 0.02% No change 4,922 $1.1M
Claret Asset Management Corp 0.13% Add +47.2% 4,922 $1.1M
Orion Investment Co 0.35% Add +0.5% 4,920 $1.1M
Biltmore Wealth Management, LLC 0.43% Reduce -1.3% 4,907 $1.1M
Southern Capital Advisors, LLC 0.52% Add +0.6% 4,902 $1.1M
Financial Synergies Wealth Advisors, Inc. 0.11% Add +17.9% 4,900 $1.1M
Adkins Seale Capital Management LLC 1.12% — 4,890 $1.1M
Pacific Center for Financial Services 0.29% No change 5,137 $1.1M
Pacific Capital Wealth Advisors, Inc. 0.19% Reduce -3.4% 4,886 $1.1M
Aberdeen Wealth Management LLC 0.52% Add +1.0% 4,884 $1.1M
Valtrion Capital Management, LLC 1.12% Add +6.8% 4,881 $1.1M
Hamilton Point Investment Advisors, LLC 0.17% Add +9.8% 4,872 $1.1M
Gaddis Premier Wealth Advisors LLC 0.85% — 4,856 $1.1M
1 North Wealth Services LLC 0.39% Add +11.0% 4,856 $1.1M
Councilmark Asset Management, LLC 0.63% Reduce -0.6% 4,846 $1.1M
Harbour Wealth Management Group, Inc. 0.87% — 4,843 $1.1M
Trace Wealth Advisors, LLC 0.81% No change 4,832 $1.1M
Potomac Fund Management Inc. 0.04% Add +29.1% 4,820 $1.1M
Artesa Financial Group, LLC 1.14% — 4,816 $1.1M
New Vernon Investment Management LLC 1.08% No change 4,809 $1.1M
Suncoast Equity Management 0.11% Add +5.7% 4,807 $1.1M
Taylor Securities Services, Inc. 0.51% — 4,799 $1.1M
Collaborative Wealth Managment Inc. 0.39% Add +221.9% 4,796 $1.1M
Meridian Financial Advisors, LLC 0.60% Reduce -7.9% 4,791 $1.1M
Pembroke Management, LTD 0.11% Add +47.6% 4,789 $1.1M
ODonnell Financial Services, LLC 0.38% Reduce -3.9% 4,788 $1.1M
Rexford Capital Inc. 0.84% Add +4.1% 4,786 $1.1M
Clear Point Advisors Inc. 0.86% Reduce -3.8% 4,779 $1.1M
SKY-Mountain Capital Management, Inc. 0.73% Add +34.9% 4,625 $1.1M
Barnes Dennig Private Wealth Management LLC 1.11% Add +6.8% 4,771 $1.1M
TrustBank 0.46% — 4,767 $1.1M
Alamar Capital Management, LLC 0.61% No change 4,760 $1.1M
Paulson Wealth Management Inc. 0.25% No change 4,760 $1.1M
Boit C F David 0.47% No change 4,440 $1.1M
Wheelhouse Advisory Group LLC 0.42% Add +23.7% 4,723 $1.1M
Hoge Financial Services, LLC 0.59% Add +4.2% 4,753 $1.1M
Valued Retirements, Inc. 1.07% Add +0.4% 4,747 $1.1M
Capasso Planning Partners LLC 0.60% Add +25.2% 4,747 $1.1M
Box Hill Private Wealth LLC 1.11% — 4,742 $1.1M
Fidelity D & D Bancorp Inc. 0.47% Reduce -11.6% 4,740 $1.1M
HT Partners LLC 0.33% No change 4,738 $1.1M
ArrowMark Colorado Holdings LLC 0.02% Reduce -6.6% 4,735 $1.1M
Vertex Planning Partners, LLC 0.25% Reduce -31.0% 4,733 $1.1M
Citadel Investment Advisory, Inc. 0.47% No change 4,732 $1.1M
Brooklands Fund Management Ltd 0.58% — 4,563 $1.1M
Northeast Financial Group, Inc. 0.27% Reduce -6.0% 4,708 $1.1M
Forte Asset Management LLC 0.49% No change 4,688 $1.1M
WealthCare Investment Partners, LLC 0.31% Reduce -0.0% 4,765 $1.1M
Sherry Group, Inc. 1.13% — 4,640 $1.1M
Alongside, LLC 0.36% — 4,667 $1.1M
Kearns & Associates LLC 0.56% No change 4,660 $1.1M
Flavin Financial Services, Inc. 0.74% Add +0.6% 4,650 $1.1M
BlueChip Wealth Advisors LLC 0.45% Reduce -33.9% 4,641 $1.1M
Astra Wealth Partners LLC 0.65% Reduce -1.0% 4,635 $1.1M
Carson Advisory Inc. 0.56% Add +2.7% 4,631 $1.1M
Barnes Wealth Management Group, Inc 0.57% Add +4.5% 4,624 $1.1M
Winter & Associates, Inc. 0.99% — 4,619 $1.1M
High Point Wealth Management, LLC 1.02% — 4,618 $1.1M
OneAscent Wealth Management LLC 0.35% Reduce -2.6% 4,614 $1.1M
Elite Life Management LLC 1.73% Add +40.9% 5,063 $1.1M
BG Investment Services, LLC 0.95% Add +8.4% 4,612 $1.1M
tru Independence LLC 0.27% Add +14.1% 4,610 $1.1M
Wagner Wealth Management, Corp 1.05% — 4,608 $1.1M
Daner Wealth Management, LLC 0.65% Add +3.0% 5,139 $1.1M
Cordoba Advisory Partners LLC 0.26% — 4,605 $1.1M
Equity Wealth Partners, LLC 0.69% Reduce -0.7% 4,598 $1.1M
Cranbrook Wealth Management, LLC 0.21% Reduce -8.3% 4,593 $1.1M
Hurlow Wealth Management Group, Inc. 0.26% Add +0.1% 4,580 $1.1M
Tevis Investment Management 0.64% No change 4,813 $1.1M
LifePlan Investment Advisors, Inc. 0.43% Add +6.5% 4,578 $1.1M
Heritage Investment Group, Inc. 0.16% Add +18.5% 4,574 $1.1M
Shulman DeMeo Asset Management LLC 0.24% No change 4,570 $1.1M
Keystone Financial Services 0.32% Add +111.3% 4,563 $1.1M
Libra Wealth LLC 0.29% Reduce -0.9% 4,563 $1.1M
Stewardship Advisors, LLC 0.24% Add +14.2% 4,557 $1.1M
Connecticut Capital Management Group, LLC 1.01% — 4,556 $1.1M
Anchor Capital Advisors LLC 0.03% No change 4,555 $1.1M
Gordian Advisors LLC 0.70% No change 4,552 $1.1M
Sierra Ocean, LLC 0.87% Add +0.5% 4,549 $1.1M
Avid Wealth Partners LLC 0.51% Add +3.3% 4,546 $1.0M
Livet Wealth, LLC 0.65% — 4,541 $1.0M
Cabot Wealth Management Inc. 0.12% Add +1.1% 4,541 $1.0M
Carmel Capital Partners, LLC 0.37% Add +115.8% 4,536 $1.0M
Stelac Advisory Services LLC 0.37% Reduce -0.8% 4,534 $1.0M
Presilium Private Wealth, LLC 0.19% Reduce -2.2% 4,529 $1.0M
Vista Investment Management 0.34% Add +5.2% 4,526 $1.0M
New Capital Management LP 0.26% No change 4,525 $1.0M
Summit Wealth & Retirement Planning, Inc. 0.25% Add +9.6% 4,524 $1.0M
Dedeker Financial LLC 0.93% — 4,522 $1.0M
Cambridge Advisors Inc. 0.20% Add +0.6% 4,521 $1.0M
American Financial & Tax Strategies Inc. 0.52% No change 4,517 $1.0M
Jackson, Grant Investment Advisers, Inc. 0.34% No change 4,513 $1.0M
Acima Private Wealth, LLC 0.32% No change 4,513 $1.0M
Blackston Financial Advisory Group, LLC 0.63% Reduce -2.2% 4,510 $1.0M
Grange Capital, LLC 1.00% Reduce -0.3% 4,508 $1.0M
Corsair Capital Management, L.P. 0.17% Add +0.0% 4,501 $1.0M
Park Capital Management, LLC / WI 0.74% Add +0.0% 4,500 $1.0M
Investment Management Corp. /Va/ 0.87% No change 4,496 $1.0M
Commonwealth Retirement Investments LLC 0.33% Add +5.1% 4,496 $1.0M
Parrish Capital LLC 0.94% — 4,495 $1.0M
Brooks, Moore & Associates, Inc. 0.51% Add +58.1% 4,490 $1.0M
Defined Wealth Management, LLC 0.60% Reduce -7.6% 4,484 $1.0M
Earnest Partners LLC 0.00% Reduce -1.7% 4,479 $1.0M
Praetorian Wealth Management, Inc. 0.21% Add +32.1% 4,478 $1.0M
Compass Advisory Group LLC 0.28% Add +0.1% 4,473 $1.0M
Cadia Private Client LLC 0.82% — 4,467 $1.0M
Torren Management, LLC 0.53% — 4,462 $1.0M
BankPlus Wealth Management LLC 0.57% Add +3.3% 4,443 $1.0M
Family Office Research LLC 0.42% Reduce -3.7% 4,417 $1.0M
Roble, Belko & Company, Inc 0.13% Add +19.7% 4,437 $1.0M
Golden Road Advisors LLC 0.58% Reduce -0.1% 4,433 $1.0M
Sacks & Associates, LLC 0.75% — 4,426 $1.0M
Stolz & Associates, PS 0.79% — 4,413 $1.0M
Flower City Capital 0.52% Reduce -3.0% 4,411 $1.0M
Redwood Family Wealth LLC 1.01% — 4,411 $1.0M
Brogan Financial, Inc. 0.44% Reduce -8.3% 4,401 $1.0M
Elm Partners Management LLC 0.05% Reduce -39.3% 4,399 $1.0M
Integris Wealth Management, LLC 0.23% Reduce -3.9% 4,391 $1.0M
Keeler & Nadler Financial Planning & Wealth Management 0.35% Reduce -0.0% 4,389 $1.0M
Trademark Financial Management, LLC 0.56% Reduce -9.3% 4,385 $1.0M
Compass Wealth Management, LLC 0.42% Reduce -1.2% 4,383 $1.0M
Winslow Asset Management Inc. 0.19% No change 4,380 $1.0M
IVC Wealth Advisors LLC 0.44% Add +4.0% 4,380 $1.0M
Pinnacle Financial Group, LLC / IL 0.29% Add +5.3% 4,379 $1.0M
Veratis Advisors, Inc. 0.80% — 5,048 $1.0M
Innova Wealth Partners 0.51% Add +7.8% 4,369 $1.0M
Bell Investment Advisors, Inc 0.16% Add +18.1% 4,366 $1.0M
True Link Financial Advisors, LLC 0.06% Add +35.3% 4,344 $1.0M
Parker Financial LLC 0.41% No change 4,343 $1.0M
OneAscent Investment Solutions LLC 1.06% Add +1.0% 4,339 $1.0M
CMT Capital Markets Trading GmbH 0.66% New 4,335 $1.0M
Signal Tree Financial Partners LLC 0.76% Reduce -13.4% 4,333 $1.0M
Cardinal Capital Management 0.13% New 4,332 $1000K
Brian Low Financial Group, LLC 0.71% Reduce -1.0% 4,332 $1000K
A4 Wealth Advisors LLC 0.86% Reduce -45.5% 4,320 $997K
Equita Financial Network, Inc. 0.30% Reduce -5.0% 4,320 $997K
Boyce & Associates Wealth Consulting, Inc. 0.84% No change 4,317 $996K
FMB Wealth Management 0.39% Add +2.6% 4,308 $994K
EntryPoint Capital, LLC 0.39% New 4,306 $994K
Code Waechter LLC 0.64% Add +12.3% 4,298 $992K
Seed Wealth Management, Inc. 0.68% Add +66.5% 4,295 $991K
Ballast Rock Private Wealth LLC 0.62% — 4,287 $989K
Base Wealth Management LLC 0.53% Reduce -0.2% 4,283 $989K
CBIZ Investment Advisory Services, LLC 0.04% Add +2.4% 4,282 $988K
Anfield Capital Management, LLC 0.31% Reduce -1.8% 4,278 $987K
Voisard Asset Management Group, Inc. 0.21% Add +14.3% 4,277 $987K
Foster & Motley Inc. 0.05% Add +14.3% 4,277 $987K
Syntax Research, Inc. 0.61% Reduce -0.7% 4,270 $986K
Pin Oak Investment Advisors Inc. 0.69% Add +1.1% 4,685 $985K
Ehrenkranz Partners L.P. 1.12% Add +150.9% 4,266 $985K
Persium Advisors, LLC 0.72% Reduce -5.6% 4,251 $981K
Integrity Investment Advisors, LLC 0.54% Add +4.9% 4,250 $981K
Wealth Management Nebraska 0.11% Add +0.4% 4,249 $981K
Christensen, King & Associates Investment Services, Inc. 0.42% Reduce -2.3% 4,247 $980K
Gould Asset Management LLC 0.17% Add +0.2% 4,236 $978K
Asset Allocation Strategies LLC 0.18% Add +0.4% 4,235 $978K
Parkwoods Wealth Partners, LLC 0.29% Add +3.9% 4,235 $978K
Councilor Wealth, LLC 0.46% Reduce -2.8% 4,230 $976K
Tableaux LLC 0.69% Reduce -54.2% 4,226 $975K
Moment Partners, LLC 0.20% Add +6.6% 4,220 $974K
High Falls Advisors, Inc 0.20% Reduce -3.1% 4,213 $972K
Capital Investment Management, Inc. 0.34% — 4,202 $970K
Smart Portfolios, LLC 0.97% Reduce -0.4% 4,201 $970K
Bestgate Wealth Advisors, LLC 1.70% Add +5.7% 4,191 $967K
Wright Wealth LLC 0.63% — 4,185 $966K
Shira Ridge Wealth Management 0.39% Reduce -2.3% 4,173 $963K
Reston Wealth Management LLC 0.29% Add +43.1% 4,153 $959K
Dakota Community Bank & Trust NA 3.28% Add +40.6% 4,143 $956K
Worth Asset Management, LLC 0.40% Add +21.1% 4,136 $955K
Investors Asset Management of Georgia Inc. /Ga/ 0.39% Add +0.6% 4,134 $954K
Scott Capital Advisors, LLC 0.21% No change 4,128 $953K
Beto Financial Group, LLC 0.64% — 3,917 $952K
Painted Porch Advisors LLC 0.38% Reduce -29.6% 4,123 $952K
Decker Retirement Planning Inc. 0.47% Reduce -1.0% 4,123 $952K
Old Peak Finance LLC 0.59% — 4,113 $949K
Madrid Wealth Management, LLC 0.77% — 4,111 $949K
AMG Asset Management Group, Inc. 3.05% — 4,102 $947K
Chartist Inc. 0.64% Reduce -0.5% 4,099 $946K
360 Financial, Inc. 0.29% Add +3.3% 4,098 $946K
Wealthspan Partners, LLC 0.34% Add +0.7% 4,088 $944K
Woodley Farra Manion Portfolio Management Inc. 0.04% Add +6.9% 4,082 $942K
Thompson Investment Management, Inc. 0.12% Reduce -0.1% 4,073 $940K
Wealthgarden F.S. LLC 0.62% Add +7.2% 3,943 $940K
Glaxis Capital Management, LLC 1.61% New 4,070 $939K
Tectonic Advisors LLC 0.05% Reduce -1.9% 4,068 $939K
Lowery Thomas, LLC 0.53% Reduce -0.5% 4,060 $937K
Smallwood Wealth Investment Management, LLC 0.49% Add +0.5% 4,049 $935K
BLVD Private Wealth, LLC 0.81% Reduce -0.3% 4,041 $933K
Compass Financial Group, INC 0.13% Add +2.6% 4,031 $930K
Uhlmann Price Securities, LLC 0.55% Add +1.6% 4,030 $930K
Williamson Legacy Group, LLC 0.73% Reduce -7.4% 4,030 $930K
Financial Harvest, LLC 0.57% Add +44.3% 4,030 $930K
Axq Capital, LP 0.21% Add +12.2% 4,016 $927K
Pps&v Asset Management Consultants, Inc. 0.54% Reduce -18.8% 4,012 $926K
Next Level Wealth Planning, LLC 0.49% No change 4,007 $925K
Human Investing LLC 0.13% Reduce -1.0% 4,001 $924K
Praxis Capital Management LLC 3.31% — 4,000 $923K
Corient IA LP 0.87% No change 4,000 $923K
De Lisle Partners LLP 0.12% No change 4,000 $923K
Jordan Park Group LLC 0.05% No change 4,000 $923K
Olde Wealth Management, LLC 0.28% Reduce -0.5% 3,988 $920K
Bauman Advisory Group, LLC 0.74% — 3,982 $919K
Saudi Central Bank 0.03% Add +0.7% 3,970 $916K
Tolleson Wealth Management, Inc. 0.13% Reduce -10.7% 3,960 $914K
MBE Wealth Management, LLC 0.38% Add +3.7% 3,959 $914K
VestGen Investment Management 0.51% Add +23.9% 3,959 $914K
Meramec Financial Planners, LLC 0.36% — 4,344 $914K
Payne Capital Management, LLC 0.29% Add +2.7% 3,957 $913K
Capitol Family Office, Inc. 1.08% Add +4.7% 3,957 $913K
Mowery & Schoenfeld Wealth Management, LLC 1.32% Add +15.0% 3,934 $908K
LongView Asset Management LLC 0.63% Reduce -11.6% 3,931 $907K
Meritas Wealth Management, LLC 0.44% No change 3,929 $907K
Kooman & Associates 0.27% Reduce -2.8% 3,911 $903K
Asempa Wealth Advisors 0.77% — 3,890 $898K
Outlook Wealth Advisors, LLC 0.20% Reduce -5.0% 3,889 $898K
Baker Boyer National Bank 0.27% Add +12.6% 3,887 $897K
TCP Asset Management, LLC 0.15% Add +53.6% 3,887 $897K
Truefg, LLC 0.24% Add +35.9% 3,880 $896K
Paradigm Capital Management, LLC 0.84% Add +80.2% 3,875 $894K
5T Wealth, LLC 0.36% Reduce -9.2% 3,871 $894K
Magnolia Private Wealth, LLC 0.62% Add +3.8% 3,865 $892K
Quest 10 Wealth Builders, Inc. 0.80% Reduce -12.3% 3,863 $892K
Momentous Wealth Management, Inc. 0.51% Add +15.5% 3,862 $891K
Anson Funds Management LP 0.13% Add +0.5% 3,859 $891K
Blue Barn Wealth, LLC 1.29% Reduce -52.9% 3,851 $889K
C2C Wealth Management, LLC 0.75% Add +9.1% 3,842 $887K
Roehl & Yi Investment Advisors, LLC 0.35% Reduce -91.8% 3,841 $887K
Muirfield Wealth Advisors LLC 0.65% Reduce -31.5% 3,838 $886K
Inspire Advisors, LLC 0.08% Reduce -0.8% 3,837 $886K
OLIO Financial Planning 0.25% Add +1.3% 3,837 $886K
DecisionPoint Financial, LLC 0.19% No change 3,836 $885K
Petersen Hastings Wealth Advisors Inc. 0.09% — 3,836 $885K
Strata Wealth Advisors, LLC 0.25% Reduce -36.4% 3,818 $881K
Granville Capital, Inc. 0.47% — 3,817 $881K
McMill Wealth Management 0.25% Add +0.4% 3,813 $880K
DDFG, Inc 0.19% Add +1.3% 3,812 $880K
KDT Advisors, LLC 1.23% Add +2.8% 3,810 $879K
Invested Advisors 0.91% Add +5.4% 3,809 $879K
Single Point Partners, LLC 0.17% Add +1.5% 3,804 $878K
Denver PWM, LLC 0.29% No change 3,999 $877K
Keeler Thomas Management LLC 0.42% Reduce -17.9% 3,800 $877K
Cavalier Investments, LLC 0.27% Add +3.1% 3,798 $877K
Pacific Asset Management, LLC 0.53% Add +11.2% 3,797 $876K
Causey Wealth LLC 0.40% Add +221.7% 3,796 $876K
Linden Thomas Advisory Services, LLC 0.09% Add +2.3% 3,791 $875K
FF Advisors,LLC 0.39% Add +0.2% 3,785 $874K
Econ Financial Services Corp 0.44% No change 3,783 $873K
Alpha Financial Partners LLC 0.53% Reduce -2.4% 3,770 $870K
Manuka Financial, LLC 0.54% Reduce -8.8% 3,759 $868K
Gray Private Wealth, LLC 0.42% Reduce -6.4% 3,746 $865K
TT Capital Management LLC 0.69% Reduce -4.5% 3,745 $864K
Hamel Associates, Inc. 0.26% Reduce -0.4% 3,742 $864K
Financial Life Advisors 0.27% Add +5.1% 3,740 $863K
Town Capital LLC 0.71% — 3,737 $863K
Vermillion & White Wealth Management Group, LLC 0.47% Add +11.3% 3,606 $863K
ACT Advisors, LLC. 0.34% Add +3.2% 3,735 $862K
Atlas Wealth Partners, LLC 0.95% Add +5.7% 3,733 $862K
Fingerlakes Wealth Management, Inc. 0.55% Reduce -3.4% 3,733 $862K
Peak Financial Management, Inc. 0.22% Reduce -6.3% 3,729 $861K
Riverpoint Wealth Management Holdings, LLC 0.18% No change 3,723 $859K
Lutz Financial Services LLC 0.06% Add +10.8% 3,719 $858K
Southern Financial Group, LLC 0.25% — 3,714 $857K
Arlington Capital Management, Inc. 0.53% Reduce -7.5% 3,709 $856K
Prescott Group Capital Management, L.L.C. 0.08% Reduce -10.8% 3,708 $856K
Advisortrust Partners, LLC 0.38% — 3,707 $856K
Rather & Kittrell, Inc. 0.14% Add +24.6% 3,707 $856K
Founders Capital Management 0.44% Add +5.3% 3,706 $855K
Diesslin Group, Inc. 0.34% — 3,705 $855K
Premier Private Wealth Management LLC 0.89% — 3,515 $854K
Aspen Wealth Management LLC 0.18% Add +54.4% 3,690 $852K
Tribridge Partners Financial LLC 0.36% No change 3,681 $850K
Townsend & Associates, Inc 0.08% Reduce -7.1% 3,567 $850K
Fosun International Ltd 0.22% No change 3,679 $849K
Alaska Wealth Advisors, LLC 0.11% Reduce -0.0% 3,672 $848K
PACK Private Wealth, LLC 0.39% Reduce -2.3% 3,670 $847K
Forthright Family Wealth Advisory LLC 0.53% Reduce -6.8% 3,665 $846K
DMKC Advisory Services, LLC 0.37% Add +58.0% 3,663 $845K
Sharp Wealth Advisory, LLC 0.43% Add +3.1% 3,662 $845K
Trillium Asset Management, LLC 0.03% Add +8.4% 3,657 $844K
American National Bank of Texas 0.81% Reduce -1.4% 3,655 $844K
Sprott Inc. 0.03% Add +55.5% 3,655 $844K
Prosperity Advisers, LLC 0.69% — 3,640 $840K
First Citizens Financial Corp 0.41% Reduce -21.6% 3,639 $840K
Strathmore Capital Advisors, Inc. 0.28% Add +13.7% 3,637 $839K
AlphaGrep UK Ltd 0.28% — 3,636 $839K
Contango Wealth Management LLC 0.93% — 3,624 $836K
Fairman Group, LLC 0.67% No change 3,622 $836K
Core Wealth Management, Inc. 0.26% Add +5.9% 3,621 $836K
Sachetta, LLC 0.46% Reduce -65.4% 3,620 $836K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 1.31% — 3,620 $836K
White Wing Wealth Management 0.50% Add +28.7% 3,619 $835K
DHJJ Financial Advisors, Ltd. 0.28% Reduce -0.9% 3,615 $834K
Kettle Hill Capital Management, LLC 0.19% New 3,607 $833K
TSA Wealth Managment LLC 0.28% Add +26.8% 3,604 $832K
Eagle Harbor Asset Management Inc. 0.69% Add +68.2% 3,603 $832K
Cherokee Insurance Co 0.34% No change 3,600 $831K
Lane Brothers & Co. Inc. 0.60% — 3,595 $830K
Burkett Asset Management Ltd 0.84% — 3,590 $829K
CoreFirst Bank & Trust 0.45% Reduce -5.3% 3,580 $826K
Prospect Financial Group LLC 0.77% Add +0.3% 3,579 $826K
Twelve Points Wealth Management LLC 0.19% Reduce -2.2% 3,339 $826K
Chicago Wealth Management, Inc. 0.33% Reduce -4.2% 3,574 $825K
Davies Financial Advisors, Inc. 1.53% Reduce -51.0% 3,572 $824K
Corus Family Wealth Advisors 0.66% Add +9.8% 3,567 $823K
CarsonAllaria Wealth Management, Ltd. 0.41% No change 3,560 $822K
Maltin Wealth Management, Inc. 0.33% Add +0.5% 3,558 $821K
apricus wealth, LLC 0.42% Reduce -2.0% 3,558 $821K
Wise Wealth Partners 1.18% Add +0.8% 3,552 $820K
Kelman-Lazarov, Inc. 0.12% Add +7.9% 3,550 $819K
Bellevue Group AG 0.02% Add +95.4% 3,541 $817K
Westport Asset Management Inc. 0.34% No change 3,720 $817K
CTC Alternative Strategies, Ltd. 1.53% Add +51.4% 3,528 $814K
Advocate Investing Services LLC 0.73% — 3,524 $813K
Sensible Money, LLC 0.26% No change 3,522 $813K
Tucker Asset Management LLC 0.24% Reduce -3.7% 3,521 $813K
Sherbrooke Park Advisers LLC 2.09% Reduce -26.0% 3,507 $809K
Financial Planning Navigators CORP 0.37% — 3,506 $809K
Mad River Investors 0.37% Add +2.9% 3,500 $808K
Osbon Capital Management LLC 0.76% — 3,498 $807K
Check Capital Management Inc. 0.05% Add +10.8% 3,481 $804K
Chung Wu Investment Group, LLC 0.66% Reduce -7.1% 3,480 $803K
RM Financial Services, LLC 0.71% — 3,479 $803K
Appalachian Capital Management Ltd 0.64% — 3,471 $801K
Verdad Advisers, LP 0.91% — 3,462 $799K
Greenhouse Wealth Management, LLC 0.47% No change 3,455 $797K
Weinberger Asset Management, Inc 0.29% Add +1.3% 3,453 $797K
Keb Asset Management, LLC 0.16% Add +9.4% 3,440 $795K
Bridgefront Capital, LLC 0.20% Reduce -47.0% 3,440 $794K
Westerkirk Capital Inc. 0.08% Reduce -73.8% 3,440 $794K
WorthPointe, LLC 0.21% Add +3.6% 3,438 $794K
Copley Financial Group, Inc. 0.49% Reduce -2.6% 3,430 $792K
Terril Brothers, Inc. 0.21% Add +174.4% 3,430 $792K
Atlantic Family Wealth, LLC 0.60% No change 3,427 $791K
Faithward Advisors, LLC 0.12% Add +17.7% 3,425 $791K
21 West Wealth Management LLC 0.72% No change 3,421 $790K
Dodds Wealth, LLC 0.19% Reduce -0.9% 3,420 $789K
Idaho Trust Co 0.26% No change 3,418 $789K
1620 Investment Advisors, Inc. 0.53% Reduce -0.8% 3,405 $786K
O'Connor Financial Group LLC 0.31% Add +2.9% 3,286 $786K
Veridan Wealth LLC 0.26% Add +0.1% 3,398 $784K
Unio Capital LLC 0.15% Reduce -0.9% 3,396 $784K
Ledgewood Wealth Advisors, LLC 0.45% Reduce -5.6% 3,394 $783K
AJ Advisors, LLC 0.29% Add +0.1% 3,388 $782K
Blom & Howell Financial Planning, Inc. 0.77% — 3,370 $778K
SB Capital Management Inc 0.28% — 3,366 $777K
Stonehearth Capital Management, LLC 0.29% No change 3,361 $776K
Richard Young Associates, Ltd. 0.60% — 3,347 $773K
Yeomans Consulting Group, Inc. 0.23% Add +8.1% 3,347 $773K
STAR Financial Bank 0.39% Reduce -27.9% 3,345 $772K
Elite Financial, Inc. 0.35% No change 3,347 $772K
HTG Investment Advisors, Inc. 0.24% Reduce -10.2% 3,344 $772K
Hibernia Wealth Partners, LLC 0.23% Add +54.2% 3,341 $771K
Cypress Capital Management LLC (WY) 0.75% Add +0.7% 3,337 $770K
Sterling Manor Financial, LLC 0.48% Reduce -2.9% 3,330 $769K
Dynamic Financial Group 0.66% No change 3,328 $768K
Phillips Wealth Planners LLC 0.61% Reduce -0.9% 3,301 $764K
Tuttle Capital Management, LLC 1.69% Add +19.4% 3,308 $764K
Financial Symmetry Inc 0.31% Reduce -3.3% 3,306 $763K
Ifrah Financial Services, Inc. 0.20% Reduce -1.1% 3,305 $763K
Hyperion Capital Advisors LP 0.37% No change 3,300 $762K
Integrated Wealth Management 0.85% — 3,295 $761K
Glass Jacobson Investment Advisors llc 0.27% Reduce -3.8% 3,294 $760K
Community Bank of Raymore 0.52% Add +5.6% 3,289 $759K
Marshall & Sterling Wealth Advisors Inc. 0.50% Reduce -19.2% 3,289 $759K
Central Asset Investments & Management Holdings (HK) Ltd 0.50% Add +8.4% 3,284 $758K
Prota Financial, LLC 0.55% — 3,279 $757K
Kitching Partners, LLC 0.69% No change 3,271 $755K
GQG Partners LLC 0.00% Reduce -32.7% 3,269 $755K
Bellwether Advisors, LLC 0.12% New 3,267 $754K
Sankala Group LLC 0.60% — 3,590 $754K
HRC Wealth Management, LLC 0.36% Add +3.4% 3,259 $752K
Avant Capital LLC 0.52% No change 3,254 $751K
Eight 31 Financial, LLC 0.41% No change 3,250 $750K
Monarch Capital Management Inc. 0.18% Add +15.5% 3,246 $749K
Kaufman Rossin Wealth, LLC 0.39% Reduce -4.1% 3,242 $748K
Stirlingshire Investments, Inc. 0.66% — 3,232 $746K
Ridgeline Wealth Planning, LLC 0.53% Add +3.4% 3,232 $746K
Odyssean, LLC 0.54% — 3,229 $745K
Absher Wealth Management, LLC 0.09% Add +0.3% 3,227 $745K
TPG Financial Advisors, LLC 0.25% Add +9.3% 3,224 $744K
New England Capital Financial Advisors LLC 0.29% Reduce -3.4% 3,222 $744K
Black Maple Capital Management LP 0.56% New 3,220 $743K
Boyd Wealth Management, LLC 0.32% Reduce -10.4% 3,219 $743K
Lakeshore Financial Planning, Inc. 0.27% Add +16.9% 3,213 $742K
Johnson Wealth Management, LLC 0.37% Add +37.3% 3,204 $740K
Torrey-Payne Wealth Management, LLC 0.66% — 3,100 $739K
Dynamic Wealth Strategies, LLC 0.44% Add +13.1% 3,202 $739K
Sagace Wealth Management LLC 0.50% Reduce -0.7% 3,196 $738K
McClarren Financial Advisors, Inc. 0.44% Add +45.6% 3,768 $737K
OmniStar Financial Group, Inc. 0.43% Add +37.8% 3,185 $735K
Arbor Trust Wealth Advisors, LLC 0.32% Reduce -3.0% 3,184 $735K
Post Resch Tallon Group Inc. 0.62% Reduce -7.7% 3,179 $734K
Wealth Watch Advisors, INC 0.27% Add +7.2% 3,178 $734K
Chatterton & Associates Inc. 0.63% — 3,172 $732K
Plan A Wealth LLC 0.36% Reduce -2.4% 3,171 $732K
SWAN Capital LLC 0.28% Add +40.0% 3,165 $731K
Security Financial Services, INC. 0.11% Reduce -1.9% 3,162 $730K
Melfa Wealth Management, Inc. 0.42% Add +1.5% 3,161 $730K
Randall & Associates Wealth Management 0.50% Add +91.6% 3,155 $728K
Redwood Park Advisors LLC 0.50% Add +3.7% 3,154 $728K
HMV Wealth Advisors, LLC 0.36% No change 3,151 $727K
Shrier Wealth Management, LLC 0.29% — 3,150 $727K
Martin Investment Management, LLC 0.20% Reduce -27.1% 3,144 $726K
PTM Wealth Management, LLC 0.41% Add +3.3% 3,113 $726K
Founders Capital Management, LLC 0.11% Reduce -8.8% 3,143 $725K
Berry Wealth Group, LP 2.55% Reduce -4.4% 3,141 $725K
Allied Investment Advisors, LLC 0.11% Reduce -3.9% 3,141 $725K
Deepwater Asset Management, LLC 0.21% New 3,138 $724K
Aspect Partners, LLC 0.32% Add +3.2% 3,135 $724K
Wedgewood Investors Inc. 0.82% Add +3.3% 3,134 $723K
Paradigm, Strategies in Wealth Management, LLC 0.47% Add +2.5% 3,130 $722K
Cottonwood Capital Advisors, LLC 0.51% No change 3,124 $721K
Virtus Advisers, LLC 0.35% Reduce -20.9% 3,121 $720K
Resolute Advisors LLC 0.23% No change 3,121 $720K
Keystone Financial Services, LLC 0.49% Add +0.5% 3,104 $716K
Penney Financial, LLC 0.28% Reduce -5.3% 3,087 $713K
O'Neil Global Advisors, Inc. 0.24% Reduce -48.6% 3,084 $712K
Silvia McColl Wealth Management, LLC 0.47% No change 3,077 $710K
Western Financial Corp 0.28% Add +1.4% 3,076 $710K
Keenan, LLC 0.62% — 3,070 $709K
Clear Investment Research, LLC 1.17% Reduce -4.4% 3,056 $705K
Asset Allocation & Management Company, LLC 0.28% No change 3,055 $705K
Whipplewood Advisors, LLC 0.45% Add +4.3% 3,045 $703K
Stronghold Wealth Management L.L.C. 1.04% — 3,039 $701K
Brightwater Advisory LLC 0.47% Add +0.7% 3,036 $701K
Abound Financial, LLC 0.27% Add +23.1% 3,033 $700K
Lifestyle Asset Management, Inc. 0.23% Add +9.8% 3,024 $698K
Henrickson Nauta Wealth Advisors, Inc. 0.10% Add +78.8% 2,897 $698K
Pacific Excel Wealth Advisors, Inc. 1.32% — 3,039 $697K
Comprehensive Money Management Services LLC 0.48% No change 3,019 $697K
Prossimo Advisors, LLC 4.48% Add +1.9% 3,016 $696K
Front Street Capital Management, Inc. 0.10% Reduce -1.8% 3,013 $695K
Bank Ozk 0.25% Reduce -3.5% 3,009 $695K
Pullen Investment Management, LLC 0.37% Add +0.0% 3,004 $693K
Plum Street Advisors, LLC 0.25% Reduce -10.9% 3,002 $693K
Endowment Wealth Management, Inc. 0.32% Reduce -2.5% 3,001 $693K
Scalar Gauge Management, LLC 0.46% New 3,000 $692K
Capital Planning LLC 0.19% Add +2.1% 3,054 $692K
Gladstone Capital Management LLP 0.07% Add +2900.0% 3,000 $691K
Silver Lake Advisory, LLC 0.27% No change 2,990 $690K
Evolution Wealth Management Inc. 0.57% Add +8.4% 2,984 $689K
Bay Capital Advisors, LLC 0.42% Add +5.5% 2,983 $689K
Wetzel Investment Advisors, Inc. 0.28% Reduce -4.6% 2,983 $689K
Entrewealth, LLC 0.31% Add +56.8% 3,273 $688K
truNorth Financial Services, Inc. 0.74% — 2,975 $687K
Sentinel Pension Advisors, LLC 0.11% Add +42.4% 2,970 $686K
Polaris Investment Advisors, LLC 0.49% — 2,960 $683K
Coston, McIsaac & Partners 0.16% Add +9.2% 2,968 $683K
Ares Financial Consulting, LLC 0.65% — 2,955 $682K
bLong Financial, LLC 0.48% No change 2,952 $681K
Center for Wealth Management Advisory 0.50% — 2,948 $680K
Wilkins Investment Counsel Inc. 0.10% Reduce -14.6% 2,933 $677K
Gerber, LLC 0.38% Add +0.6% 2,927 $676K
McElhenny Sheffield Capital Management, LLC 0.16% Add +19.0% 2,927 $676K
Mosaic Advisors LLC 1.30% New 2,920 $674K
REAP Financial Group, LLC 0.14% Add +11.3% 2,920 $674K
Awm Capital, LLC 0.06% Add +3.5% 2,917 $673K
Northstar Asset Management Inc. 0.17% Add +4.8% 2,911 $672K
Dominguez Wealth Management Solutions, Inc. 0.41% No change 2,909 $671K
Brickley Wealth Management 0.11% Add +0.4% 2,909 $671K
Vigil Wealth Management, LLC 0.56% — 2,904 $670K
Johnson Bixby & Associates, LLC 0.08% Add +2.0% 2,903 $670K
Pioneer Family Office, LLC 0.45% — 2,902 $670K
Broyhill Asset Management, LLC 0.59% No change 2,899 $669K
Clearview Wealth Advisors LLC 0.42% Reduce -7.1% 2,893 $668K
Aquire Wealth Advisors, LLC 0.17% Reduce -12.1% 2,892 $668K
Chris Bulman Inc 0.30% Add +10.2% 2,892 $667K
BetterWealth, LLC 0.15% Reduce -14.6% 2,888 $667K
Quartz Partners, LLC 0.25% Reduce -59.9% 2,880 $665K
Severin Investments, LLC 0.59% Reduce -33.1% 2,880 $665K
Atlantic Edge Private Wealth Management, LLC 0.17% No change 2,876 $664K
Moody Aldrich Partners LLC 0.12% Reduce -0.7% 2,875 $664K
Retirement Planning Group, LLC / NY 0.45% Add +8.1% 2,875 $664K
JDH Wealth Management, LLC 0.45% Add +14.1% 2,872 $663K
Winthrop Partners - WNY, LLC 0.36% — 2,872 $663K
Heritage Family Offices, LLP 0.30% Add +85.5% 2,871 $663K
AF Advisors, Inc. 0.25% Reduce -0.3% 2,870 $662K
Signature Resources Capital Management, LLC 0.33% Add +18.1% 2,867 $662K
Phoenix Wealth Advisors 0.25% No change 2,864 $661K
North Berkeley Wealth Management, LLC 0.39% Reduce -0.4% 2,859 $660K
Orgel Wealth Management, LLC 0.01% Add +13.9% 2,859 $660K
DB&C Advisors, LLC 0.83% — 2,854 $659K
Level Financial Advisors 0.17% Add +0.0% 2,850 $658K
VanderPol Investments L.L.C. 1.25% Add +1.4% 2,847 $657K
Tull Financial Group, Inc. 0.28% Add +35.9% 2,840 $656K
SwitchPoint Financial Planning, LLC 0.46% Add +9.9% 2,836 $655K
Bancreek Capital Management, LP 2.72% New 2,833 $654K
Vawter Financial, Ltd. 0.28% Reduce -1.4% 2,833 $654K
Frontier Asset Management, LLC 0.15% Reduce -7.0% 2,827 $653K
Midwestern Financial, LLC 0.54% Add +2.2% 2,826 $652K
Reyes Financial Architecture, Inc. 0.40% Reduce -3.3% 2,825 $652K
David Kennon Inc 0.23% No change 2,822 $651K
Caldwell Sutter Capital, Inc. 0.28% Reduce -0.3% 2,818 $650K
Penobscot Wealth Management 0.20% Add +4.1% 2,813 $649K
Clark Financial Services Group Inc. 0.34% Add +5.1% 2,783 $649K
AlphaQuest LLC 0.04% Add +45.5% 2,810 $649K
Clark Wealth Partners 0.39% No change 2,807 $648K
Swan Global Investments, LLC 0.03% Add +2.4% 2,807 $648K
Shared Vision Wealth Group LLC 0.26% Reduce -37.7% 2,714 $647K
Bain Capital Public Equity, LP 0.38% Reduce -91.5% 2,803 $647K
ASL Financial, LLC 0.51% — 2,800 $646K
Slocum, Gordon & Co LLP 0.47% No change 2,800 $646K
Shayne & Jacobs, LLC 0.20% No change 2,800 $646K
Kennicott Capital Management LLC 0.31% Reduce -12.5% 2,795 $645K
Kieckhefer Group LLC 0.31% Add +8.1% 2,795 $645K
ShoreHaven Wealth Partners, LLC 0.23% Reduce -1.3% 2,792 $644K
Verus Wealth Management, LLC 0.60% Reduce -9.9% 2,787 $643K
Sicart Associates LLC 0.17% No change 2,787 $643K
Disciplined Investments, LLC 0.25% Add +34.0% 2,779 $641K
Private Wealth Management Group, LLC 0.17% Reduce -1.2% 2,776 $641K
Independent Investors Inc. 0.12% Add +23.9% 2,770 $639K
JBGlobal.com LLC 0.80% Add +3.8% 2,769 $639K
Boyum Wealth Architects LLC 0.30% Add +65.3% 2,672 $639K
McNamara Financial Services, Inc. 0.12% No change 2,764 $638K
J.E. Simmons & Co., P.C. 0.41% — 2,763 $638K
Petix & Botte Co 0.14% Add +5.6% 2,760 $637K
Seneca Financial Advisors LLC 0.19% Reduce -23.6% 2,750 $635K
Towerpoint Wealth, LLC 0.25% Reduce -3.8% 2,724 $629K
Campbell Deegan Wealth Management, LLC 0.51% Add +5.0% 2,720 $628K
RMG Wealth Management LLC 0.08% Reduce -1.0% 2,704 $628K
Fidato Wealth LLC 0.40% New 2,718 $627K
Parker Investment Management, LLC 0.09% Reduce -0.5% 2,715 $627K
Hopwood Financial Services, Inc. 0.44% Reduce -3.4% 2,712 $626K
Stordahl Capital Management, Inc. 0.13% No change 2,710 $626K
First Wilshire Securities Management Inc. 0.16% Reduce -0.1% 2,709 $625K
Landmark Wealth Management, LLC 0.24% No change 2,705 $624K
Tanglewood Legacy Advisors, LLC 0.23% Reduce -7.0% 2,696 $622K
Wittenberg Investment Management, Inc. 0.24% No change 2,691 $621K
Catalyst Investment Management LLC 0.59% — 2,690 $621K
Hudson Portfolio Management LLC 0.53% No change 2,689 $621K
Custos Family Office, LLC 0.42% Add +5.3% 2,688 $620K
Kingdom Financial Group LLC. 0.19% Reduce -71.0% 2,687 $620K
BCK Partners, Inc. 0.33% Reduce -4.5% 2,685 $620K
Foundry Financial LLC 0.33% — 2,685 $620K
Poinciana Advisors Group, LLC 0.49% Reduce -5.4% 2,679 $618K
Armor Investment Advisors, LLC 0.23% No change 2,673 $617K
AmeriServ Wealth Advisors 0.36% Reduce -5.8% 2,670 $616K
Sugar Maple Asset Management, LLC 0.41% Add +12.7% 2,661 $614K
Waycross Investment Management Co 0.54% No change 2,658 $614K
Optimize Financial Inc. 0.31% Reduce -0.2% 2,651 $612K
Lighthouse Wealth Management Inc. 0.42% Add +0.7% 2,649 $611K
Safe Harbor Family Capital, LLC 0.54% — 2,646 $611K
Holos Integrated Wealth LLC 0.34% No change 2,696 $611K
Hardin Capital Partners, LLC 0.29% Add +50.7% 2,641 $610K
ShankerValleau Wealth Advisors, Inc. 0.16% Reduce -0.6% 2,636 $608K
Storgate, LLC 0.50% — 2,635 $608K
Sterling Financial Planning, Inc. 0.18% Add +6.9% 2,627 $606K
10Elms LLP 0.63% No change 2,625 $606K
Stage Harbor Financial, LLC 0.41% Reduce -1.4% 2,622 $605K
Bravera Wealth 0.30% — 2,621 $605K
Paragon Capital Management Ltd 0.12% Add +8.1% 2,621 $605K
Define Financial, LLC 0.34% No change 2,613 $603K
Raffa Wealth Management, LLC 0.09% Add +18.9% 2,613 $603K
Sbe LLC Dba Cedar Cove Wealth Partners 0.32% — 2,613 $603K
Daviman Financial, LLC 0.35% — 2,612 $603K
Nottingham Advisors, Inc. 0.08% Reduce -5.3% 2,609 $602K
Keyes, Stange & Wooten Wealth Management, LLC 0.29% Reduce -0.3% 2,608 $602K
Montgomery Investment Management Inc. 0.22% No change 2,607 $602K
Andina Capital Management, LLC 0.36% Reduce -12.6% 2,604 $601K
Soundwatch Capital LLC 0.09% Add +34.5% 2,600 $600K
First Fiduciary Investment Counsel, Inc. 0.12% Reduce -7.2% 2,598 $600K
Balanced Wealth Group LLC 0.22% No change 2,718 $600K
Santori & Peters, Inc. 0.20% Add +12.8% 2,598 $600K
PMG Wealth Management, Inc. 0.44% Add +3.4% 2,593 $599K
Prospera Capital Management, LLC 0.30% Reduce -13.3% 2,582 $596K
Capstone Wealth Management, LLC 0.43% Add +9.0% 2,580 $596K
Sentry LLC 0.16% No change 2,579 $595K
Mandatum Life Insurance Co Ltd 0.14% Reduce -40.1% 2,578 $595K
Arkansas Financial Group, Inc. 0.09% Add +2.6% 2,573 $594K
Laidlaw Wealth Management LLC 1.83% Reduce -49.4% 2,567 $593K
MKD Wealth Coaches, LLC 0.59% No change 2,562 $591K
Cornerstone Financial Management LLC 0.56% — 2,561 $591K
Range Financial Group LLC 0.20% Add +10.5% 2,553 $589K
CDKV Holdings LLC 0.49% — 2,552 $589K
Clean Yield Group 0.16% Add +10.1% 2,552 $589K
Sollinda Capital Management LLC 0.15% Add +3.1% 2,545 $587K
HBE Wealth Management, LLC 0.55% — 2,543 $587K
Brown Financial Advisory 0.30% No change 2,541 $587K
Newport Capital Group, LLC 0.36% Add +7.1% 2,539 $586K
Stembrook Asset Management, LLC 0.55% — 2,537 $586K
Capital Counsel LLC 0.02% Reduce -1.6% 2,533 $585K
Genesis Wealth Advisors, LLC 0.40% No change 2,532 $584K
Blankinship & Foster, LLC 0.13% Reduce -0.1% 2,532 $584K
Pathway Financial Advisors LLC 0.07% Add +0.2% 2,409 $580K
Divergent Planning, LLC 0.15% No change 2,560 $580K
Verus Financial Partners, Inc. 0.05% Reduce -2.6% 2,429 $579K
Beckerman Institutional, LLC 0.32% Add +5.8% 2,502 $577K
Boyer Financial Services, Inc. 0.61% — 2,549 $577K
Higgins & Schmidt Wealth Strategies LLC 0.27% Add +2.5% 2,498 $577K
Lombard Odier Asset Management (USA) Corp 0.31% Reduce -56.6% 2,492 $575K
Hopwood Nicholas Hunter 0.19% — 2,491 $575K
Stephens Investment Management Group LLC 0.01% Add +10.2% 2,488 $574K
PMG Family Office LLC 0.66% No change 2,487 $574K
Beacon Bridge Wealth Partners, LLC 0.19% Add +3.9% 2,487 $574K
Stegent Equity Advisors, Inc. 0.45% Reduce -6.1% 2,483 $573K
Financial Enhancement Group LLC 0.07% Reduce -1.9% 2,469 $571K
True Vision MN LLC 0.29% Add +8.3% 2,470 $570K
Continuum Wealth Advisors, LLC 0.22% No change 2,464 $569K
Capital Financial Group Inc\co\ 0.32% — 2,455 $567K
Mitchell & Pahl Private Wealth, LLC 0.23% Reduce -3.5% 2,453 $566K
Wincap Financial LLC 0.39% Add +0.1% 2,453 $566K
Phocas Financial Corp. 0.07% No change 2,450 $566K
Liberty Atlantic Advisors LLC 0.56% — 2,449 $565K
Macroview Investment Management LLC 0.39% Add +33.5% 2,448 $565K
Mustard Seed Financial, LLC 0.35% No change 2,446 $565K
One Degree Advisors Inc 0.15% Add +9.0% 2,446 $564K
Jim Saulnier & Associates, LLC 0.29% Reduce -19.0% 2,440 $563K
Clark Estates Inc. 0.14% No change 2,440 $563K
Intrinsic Value Partners, LLC 0.42% Reduce -8.3% 2,437 $563K
Beacon Investment Advisors LLC 0.23% Reduce -4.2% 2,431 $561K
Lanham O'Dell & Company, Inc. 0.16% Reduce -6.6% 2,426 $560K
Certior Financial Group, LLC 0.38% Reduce -6.2% 2,424 $560K
Kure Advisory, LLC 0.31% Add +23.4% 2,424 $560K
Key Capital Management, INC 0.55% — 2,423 $559K
Squire Investment Management Company, LLC 0.17% Add +94.2% 2,421 $559K
True Wealth Design, LLC 0.16% Add +5.5% 2,414 $557K
Wilkins Miller Wealth Management, LLC 0.33% No change 2,412 $557K
Campion Asset Management 0.38% No change 2,401 $554K
Whitegate Investment Counselors, Inc. 0.17% No change 2,400 $554K
Stephen J. Garry & Associates, LLC 0.44% Add +1.5% 2,399 $554K
Graney & King, LLC 0.32% No change 2,399 $554K
Schulz Wealth, LTD. 0.35% Add +0.6% 2,394 $553K
WESPAC Advisors, LLC 0.30% Reduce -14.9% 2,393 $552K
Droms Strauss Advisors Inc. /Mo/ 0.14% Reduce -1.9% 2,381 $550K
Millington Financial Advisors, LLC 0.24% Reduce -1.8% 2,610 $549K
Targeted Financial Services LLC 0.47% — 2,375 $548K
marrick wealth, LLC 0.45% — 2,369 $547K
Darrow Company, Inc. 0.25% Add +18.8% 2,365 $546K
Brand Asset Management Group, Inc. 0.15% Add +49.4% 2,364 $546K
Matrix Trust Co 0.09% Add +10.0% 2,360 $545K
Beacon Harbor Wealth Advisors, Inc. 0.12% No change 2,360 $545K
IFC & Insurance Marketing, Inc. 0.54% — 2,358 $544K
Obsidian Cio, LLC 0.80% Reduce -91.3% 2,353 $543K
Arbor Wealth Advisors LLC 0.39% Add +1.3% 2,351 $543K
Taylor Hoffman Capital Management LLC 0.16% Add +41.3% 2,342 $541K
Motiv8 Investments LLC 0.29% Reduce -11.6% 2,337 $539K
Valley Forge Investment Consultants Inc. Adv 0.16% Reduce -24.3% 2,333 $539K
Marathon Mission, Inc. 0.31% Reduce -0.8% 2,333 $539K
Charter Capital Management, LLC\DE 0.28% Reduce -7.9% 2,329 $538K
Ergawealth Advisors, Inc. 0.25% Reduce -4.1% 2,326 $537K
Ferguson Johnson Wealth Management Inc 0.45% — 2,325 $536K
Ewing Morris & Co. Investment Partners Ltd. 0.23% Add +0.6% 2,293 $536K
Home Federal Bank of Tennessee 0.14% Add +9.4% 2,316 $535K
Lesa Sroufe & Co 0.40% No change 2,315 $534K
FWG Investments, LLC. 0.34% Reduce -13.2% 2,313 $534K
Chico Wealth RIA 0.35% Add +22.1% 2,311 $533K
Oakum Bay Capital LLC 0.28% — 2,307 $533K
DBK Financial Counsel, LLC 0.41% No change 2,305 $532K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.41% — 2,301 $531K
Maimon Wealth Management LTD. 0.49% — 2,299 $531K
Cherry Tree Wealth Management, LLC 0.11% Add +59.6% 2,293 $529K
Theory Financial LLC 0.18% Reduce -2.2% 2,218 $529K
First Growth Capital LLC 0.47% — 2,587 $528K
Briaud Financial Planning Inc 0.13% No change 2,285 $527K
Petra Financial Advisors Inc. 0.31% Add +6.5% 2,273 $525K
JDM Financial Group LLC 0.20% Reduce -6.2% 2,269 $524K
Peterson Wealth Advisors, LLC 0.07% Add +5.9% 2,267 $523K
Denver Wealth Management, Inc. 0.19% Reduce -1.1% 2,267 $523K
Financial Network Wealth Advisors LLC 0.54% Add +0.8% 2,266 $523K
Parthenon LLC 0.06% Reduce -5.2% 2,265 $523K
GGM Financial LLC 0.25% Reduce -4.8% 2,262 $522K
Pinney & Scofield, Inc. 0.30% Reduce -1.0% 2,260 $522K
Family Investment Center, Inc. 0.11% Add +111.2% 2,260 $522K
Wealth Group Ltd 0.12% Add +40.4% 2,259 $521K
Significant Wealth Partners LLC 0.58% Reduce -64.4% 2,245 $518K
Impact Investors, Inc 0.36% Reduce -0.0% 2,245 $518K
Polymer Capital Management (HK) LTD 0.08% New 2,237 $516K
GreatBanc Trust CO 0.36% Reduce -0.3% 2,231 $515K
Curry Webb Wealth Management LLC 0.26% — 2,229 $514K
Legacy Solutions, LLC 0.45% Add +3.4% 2,226 $514K
Roth Financial Partners LLC 0.17% No change 2,220 $512K
Midwest Financial Partners Investments, Inc. 0.28% — 2,214 $511K
E-Wealth Partners, LLC 0.43% — 2,211 $510K
Horizon Financial Services, LLC 0.23% Add +11.8% 2,211 $510K
Walleye Partners, LLC 0.57% — 2,210 $510K
Eubel Brady & Suttman Asset Management Inc. 0.06% Reduce -0.1% 2,211 $510K
Legacies Wealth LLC 0.29% No change 2,208 $510K
Capital Asset Managemnet, LLC 0.56% — 2,206 $509K
Kropog Financial Group, LLC 0.39% Reduce -0.5% 2,205 $509K
Gibson Wealth Advisors LLC 0.35% Add +3.5% 2,200 $508K
Horizon Advisory Services, Inc. 0.26% No change 2,200 $508K
Wolff Financial Management LLC 0.11% No change 2,199 $508K
MRWM Advisors, LLC 0.27% Add +32.2% 2,198 $507K
Ridgepath Capital Management LLC 0.23% No change 2,308 $507K
Allen Wealth Management, LLC 0.30% Reduce -0.9% 2,192 $506K
Financially in Tune, LLC 0.47% — 2,188 $505K
Dopkins Wealth Management, LLC 0.21% Add +0.4% 2,185 $504K
Curio Wealth, LLC 0.18% Add +17.4% 2,170 $504K
Counterpoint Mutual Funds LLC 0.04% New 2,184 $504K
Cairn Investment Group, Inc. 0.24% No change 2,185 $504K
Milestones Private Investment Advisors LLC 0.35% Reduce -9.9% 2,183 $504K
Measured Wealth Private Client Group, LLC 0.13% Add +54.5% 2,182 $504K
Eschler Asset Management LLP 0.34% Add +0.6% 2,173 $502K
ETF Store, Inc. 0.51% Reduce -0.9% 2,173 $502K
Lifetime Wealth Management P.C. 0.32% — 2,167 $500K
Gallacher Capital Management LLC 0.19% Add +7.8% 2,165 $500K
Arbor Wealth Management LLC\AZ 0.39% — 2,163 $499K
Sharper & Granite LLC 0.18% Reduce -6.2% 2,163 $499K
Altus Wealth Management, LLC 0.21% Reduce -2.0% 2,160 $499K
Absolute Capital Management, LLC 0.18% Add +8.7% 2,159 $499K
George Kaiser Family Foundation 0.07% No change 2,156 $498K
New Harbor Financial Group, LLC 0.09% Add +0.8% 2,155 $497K
Foundry Financial Group, Inc. 0.25% Add +15.5% 2,151 $496K
Seaside Wealth Management, Inc. 0.14% Add +3.1% 2,150 $496K
PFG Private Wealth Management, LLC 0.22% Reduce -71.9% 2,149 $496K
HighMark Wealth Management LLC 0.20% Reduce -16.0% 2,146 $495K
Stanich Group LLC 0.37% Add +0.1% 2,144 $495K
Two West Capital Advisors LLC 0.29% Add +36.5% 2,141 $494K
Passive Capital Management, LLC. 0.15% New 2,141 $494K
Lam Group, Inc. 0.28% No change 2,140 $494K
Ehrlich Financial Group 0.28% Reduce -2.2% 2,139 $494K
Tme Financial, Inc. 0.35% New 2,130 $492K
Cambridge Capital Management, LLC 0.22% No change 2,128 $491K
Groesbeck Investment Management Corp. 0.93% Add +0.6% 2,127 $491K
Ervin Investment Management, LLC 0.27% Add +5.0% 2,120 $489K
IMG Wealth Management, Inc. 0.31% Add +30.5% 2,118 $489K
Latko Wealth Management, Ltd. 0.24% Reduce -33.5% 2,108 $487K
Ironsides Asset Advisors, LLC 0.12% No change 2,106 $486K
AdviceOne Advisory Services, LLC 0.29% Add +3.0% 2,105 $486K
Alpha Advisors, LLC 0.37% Add +13.3% 2,102 $485K
J2 Capital Management Inc 0.35% Add +9.5% 2,100 $485K
Bontempo Ohly Capital Mgmt LLC 0.21% No change 2,100 $485K
Howard Hughes Medical Institute 0.28% Add +0.4% 2,093 $483K
Westco Advisory Services Inc. 0.30% — 2,092 $483K
Financial Plan, Inc. 0.06% — 2,085 $481K
Summit Financial Consulting LLC 0.35% Add +99.5% 2,083 $481K
TopTier Wealth Management, LLC 0.33% — 2,079 $480K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.30% No change 2,075 $479K
Oasis Advisors, LLC 0.25% — 2,075 $479K
Basepoint Wealth LLC 0.29% Reduce -23.9% 2,075 $479K
Forge Financial Services LLC 0.20% Reduce -0.8% 2,075 $479K
Miller Global Investments, LLC 0.43% — 2,072 $478K
Ground Swell Capital, LLC 0.98% New 2,065 $477K
Grace & White Inc. 0.09% Reduce -18.1% 2,063 $476K
Peak Wealth Management LLC 0.40% — 2,062 $476K
TL Private Wealth 0.18% Reduce -0.3% 1,924 $476K
Brooklyn FI, LLC 0.10% Reduce -12.5% 2,055 $474K
Ionic Capital Management LLC 0.55% No change 2,050 $473K
Planned Solutions, Inc. 0.15% Add +7.1% 2,048 $473K
Ade, LLC 0.23% No change 2,040 $471K
T3 Companies, LLC 0.61% — 2,039 $471K
Citrine Capital LLC 0.22% No change 2,031 $469K
Schrum Private Wealth Management LLC 0.35% Reduce -0.8% 2,027 $468K
Inman Jager Wealth Management, LLC 0.29% Add +19.4% 2,022 $467K
Essential Planning, LLC. 0.15% Add +0.3% 2,013 $465K
Great Oak Capital Partners, LLC 0.12% Add +4.2% 2,037 $463K
E6 Portfolios, LLC 0.53% — 2,005 $463K
Yanni & Associates Investment Advisors, LLC 0.46% — 2,003 $462K
Cornerstone Advisors Asset Management, LLC 0.07% Add +53.7% 2,003 $462K
Ethos Capital Management, Inc. 0.44% — 2,002 $462K
West Tower Group, LLC 1.06% New 2,000 $462K
Sassicaia Capital Advisers LLC 1.01% New 2,000 $462K
Q Fund Management (Hong Kong) Ltd 0.43% New 2,000 $462K
Finley Financial, LLC 0.21% No change 2,000 $462K
Ping Capital Management, Inc. 0.18% Add +66.7% 2,000 $462K
Saratoga Research & Investment Management 0.02% No change 2,000 $462K
GenWealth Group, Inc. 0.08% New 1,916 $462K
DeLarme Wealth Management, Inc. 0.33% — 1,992 $460K
Walsh & Associates, LLC 0.45% — 1,986 $458K
WealthPoint Financial, LLC 0.40% — 1,976 $456K
My Personal CFO, LLC 0.19% Add +26.9% 1,975 $456K
Blake Schutter Theil Wealth Advisors, LLC 0.37% Add +4.3% 1,964 $453K
DiNuzzo Private Wealth, Inc. 0.05% Add +1.3% 1,963 $453K
Unison Asset Management LLC 0.20% No change 1,947 $449K
Hapanowicz & Associates Financial Services, Inc 0.18% No change 1,946 $449K
Retirement Wealth Solutions LLC 0.28% Reduce -0.1% 1,943 $448K
Colter Lewis Investment Partners LLC 0.52% — 1,943 $448K
Bonfire Financial 0.33% Reduce -18.9% 1,942 $448K
Bucket List Wealth Management, LLC 0.27% — 1,941 $448K
Curat Global, LLC 0.50% No change 1,940 $448K
Timonier Family Office, LTD. 0.14% No change 1,935 $447K
HighRoad Wealth Advisors, LLC 0.43% — 1,932 $446K
Vericrest Private Wealth 0.40% — 1,931 $446K
Lakeside Advisors, INC. 0.28% No change 1,920 $443K
JMG Financial Group, Ltd. 0.01% No change 1,915 $442K
Topel & Distasi Wealth Management, LLC 0.22% No change 1,909 $441K
Amicus Financial Advisors, LLC 0.12% — 1,908 $440K
Global View Capital Management LLC 0.08% Reduce -8.2% 1,908 $440K
Arwa LLC 0.26% — 1,904 $439K
R. W. Roge & Company, Inc. 0.22% Add +2.1% 1,899 $438K
Mid-American Wealth Advisory Group, Inc. 0.18% Add +10.6% 1,897 $438K
Great Point Wealth Advisors, LLC 0.08% Reduce -47.1% 1,894 $437K
Sanchez Wealth Management Group 0.09% Add +62.6% 1,893 $437K
FSA Investment Group, LLC 0.27% Add +7.0% 1,890 $436K
Financial Freedom, LLC 0.22% Reduce -10.0% 1,882 $435K
Forza Wealth Management, LLC 0.16% No change 1,881 $434K
PARUS FINANCE (UK) Ltd 0.11% Reduce -39.0% 1,881 $434K
Renaissance Investment Group LLC 0.09% Add +7.1% 1,880 $434K
Good Steward Wealth Advisors,LLC 0.28% Reduce -5.8% 1,868 $431K
Friday Financial 0.15% Reduce -2.1% 1,868 $431K
Arcadia Wealth Management, Inc. 0.25% Add +15.8% 1,866 $431K
Marathon Strategic Advisors, LLC 0.33% Reduce -1.2% 1,865 $430K
MSA Advisors, LLC 0.11% No change 1,860 $429K
Investments & Financial Planning, LLC 0.23% Reduce -2.6% 1,859 $429K
Pine Haven Investment Counsel, Inc 0.30% No change 1,857 $429K
Resolute Capital, LLC 0.18% — 1,855 $428K
HFG Wealth Management, LLC 0.24% Add +1.6% 1,852 $427K
iSAM Funds (UK) Ltd 0.15% Add +396.0% 1,850 $427K
Note Advisors, LLC 0.22% Reduce -7.5% 1,846 $427K
Edge Financial Advisors LLC 0.18% Reduce -21.0% 1,848 $427K
Sterling Wealth Management, Inc. 0.12% Add +0.2% 1,837 $424K
Bedminster, LLC 0.39% — 1,835 $424K
Valued Wealth Advisors LLC 0.19% Add +22.7% 1,835 $424K
BKM Wealth Management, LLC 0.15% Reduce -3.2% 1,833 $423K
ATLas Financial Planning LLC 0.41% — 1,831 $423K
Bay Harbor Wealth Management, LLC 0.11% Add +11.5% 1,829 $422K
Arbor Investment Advisors, LLC 0.06% Reduce -17.7% 1,828 $422K
Franklin, Parlapiano, Turner & Welch, LLC 0.10% No change 1,763 $422K
Jacobs Equity LLC 0.41% — 1,823 $421K
Cypress Point Wealth Management, LLC 0.09% Add +43.0% 1,823 $421K
Forty-three Eighteen Advisors, LLC 0.33% — 1,817 $419K
Somerset Trust Co 0.13% Reduce -15.0% 1,817 $419K
Schwallier Wealth Management LLC 0.27% Add +3.0% 1,744 $417K
Lawson Kroeker Investment Management Inc. 0.12% Reduce -32.4% 1,800 $415K
CKW Financial Group 0.04% Reduce -89.2% 1,799 $415K
Boston Standard Wealth Management, LLC 0.07% Add +7.9% 1,797 $415K
McGrath & Associates, Inc. 0.59% No change 1,795 $414K
Ti-Trust, Inc. 0.26% Reduce -1.5% 1,790 $413K
Strid Group, LLC 0.05% Add +4.4% 1,786 $412K
Spectrum Investment Advisors, Inc. 0.21% New 1,783 $412K
VERITY Wealth Advisors 0.26% No change 1,780 $411K
Spring Capital Management, LLC 0.21% No change 1,780 $411K
Imprint Wealth LLC 1.92% Reduce -40.9% 1,777 $410K
Omega Financial Group, LLC 0.14% Add +7.0% 1,775 $410K
Hudson Oak Wealth Advisory LLC 0.36% — 1,775 $410K
Midwest Heritage Bank, FSB 0.14% No change 1,775 $410K
Bayban 0.36% — 1,772 $409K
Tandem Financial, LLC 0.49% Reduce -12.6% 1,864 $409K
Lloyd Advisory Services, LLC. 0.16% Reduce -38.8% 1,771 $409K
Leading Edge Financial Planning LLC 0.09% Add +16.8% 1,770 $409K
Guardian Financial Partners, LLC 0.17% Reduce -23.7% 1,766 $408K
Rialto Wealth Management, LLC 0.10% Add +0.9% 1,757 $406K
Delta Wealth Advisors LLC 0.34% Add +6.1% 1,750 $404K
Sincerus Advisory, LLC 0.32% Add +4.2% 1,749 $404K
Cogent Strategic Wealth LLC 0.44% — 1,688 $404K
Sylvest Advisors, LLC 0.22% Add +2.9% 1,748 $403K
LCW Services, LLC 0.21% — 1,748 $403K
Verity & Verity, LLC 0.03% Reduce -4.8% 1,745 $403K
Rebalance, LLC 0.02% Add +17.0% 1,745 $403K
Lifelong Wealth Advisors, Inc. 0.11% Add +2.4% 1,740 $402K
Argyle Capital Management, LLC 0.13% No change 1,739 $401K
Cowa, LLC 0.12% Add +21.2% 1,739 $401K
Corepath Wealth Partners LLC 0.27% Reduce -0.4% 1,621 $399K
Capstone Capital Management Ltd 0.38% — 1,729 $399K
Financial Advisory Partners, LLC 0.11% Reduce -21.9% 1,725 $398K
Stark Wealth Management LLC 1.49% Add +1.5% 1,723 $398K
Benchmark Financial, LLC 0.40% — 1,723 $398K
Prepared Retirement Institute LLC 0.20% No change 1,721 $397K
FPC Investment Advisory, Inc. 0.22% No change 1,718 $397K
Longview Financial Advisors LLC 0.22% No change 1,717 $396K
Graham Capital Wealth Management, LLC 0.37% Reduce -8.0% 1,717 $396K
Strategic Advisory Partners, LLC 0.33% — 1,716 $396K
Nicholson Wealth Management Group, LLC 0.23% Reduce -0.3% 1,715 $396K
Mountain Pacific Investment Advisers LLC 0.06% No change 1,715 $396K
Skyline Advisors, Inc. 0.13% Reduce -12.9% 1,712 $395K
Milestone Asset Management, LLC 0.07% Add +12.9% 1,705 $394K
Widmann Financial Services, Inc. 0.24% Reduce -8.8% 1,704 $393K
Bey-Douglas LLC 0.31% Add +5.9% 1,701 $393K
Luxor Capital Group, LP 0.06% No change 1,700 $392K
Harbor Group, Inc. 0.06% Reduce -5.1% 1,700 $392K
Tandem Investment Advisors, Inc. 0.01% Reduce -17.3% 1,699 $392K
Sims Investment Management, LLC 0.14% Reduce -14.4% 1,698 $392K
Eq Wealth Advisors, LLC 0.23% Reduce -2.9% 1,698 $392K
VSM Wealth Advisory, LLC 0.12% Reduce -4.3% 1,692 $391K
PFS Partners, LLC 0.18% Reduce -4.3% 1,690 $390K
Auctus Advisors LLC 0.36% — 1,689 $390K
Valley Financial Group, Inc. 0.22% Add +2.9% 1,684 $389K
Fox Run Management, L.L.C. 0.06% Reduce -39.2% 1,684 $389K
Foronjy Financial LLC 0.16% Reduce -2.8% 1,683 $388K
Sage Investment Advisers LLC 0.29% — 1,681 $388K
Birch Capital Management, LLC 0.19% No change 1,680 $388K
Corundum Trust Company, INC 0.88% Reduce -2.3% 1,672 $386K
Boulder Wealth Advisors, LLC 0.16% Reduce -3.1% 1,672 $386K
TABR Capital Management, LLC 0.26% Reduce -0.5% 1,671 $386K
Cypress Capital, LLC 0.11% Add +5.2% 1,671 $386K
Harborfront Financial Group LLC 2.86% — 1,665 $384K
MA Private Wealth 0.06% No change 1,663 $384K
Anderson Financial Strategies, LLC 0.22% No change 1,660 $383K
Hubbell Strickland Wealth Management, LLC 0.15% Reduce -6.2% 1,653 $382K
Jmac Enterprises LLC 0.07% No change 1,652 $381K
Forum Private Client Group LLC 0.13% Reduce -0.6% 1,649 $381K
M. Kulyk & Associates, LLC 0.07% Reduce -4.7% 1,648 $380K
Mann Financial Group, Inc. 0.37% Add +6.1% 1,645 $380K
New Jersey Better Educational Savings Trust 0.65% No change 1,644 $379K
Haven Private, LLC 0.17% Add +4.7% 1,640 $379K
Stone Summit Wealth LLC 0.10% Add +10.1% 1,639 $378K
Merrithew & Thorsten Inc 0.40% — 1,640 $378K
IAG Wealth Partners, LLC 0.04% Reduce -5.9% 1,637 $378K
Swiss Re Ltd. 0.02% — 1,630 $376K
Financial Connections Group, Inc. 0.13% Add +2.6% 1,633 $376K
Heirloom Wealth Management 0.09% Add +11.3% 1,628 $376K
Mason Investment Advisory Services, Inc. 0.02% No change 1,628 $376K
Aegis Wealth Management, Inc. 0.29% — 1,627 $376K
Red Crane Wealth Management, LLC 0.31% No change 1,625 $375K
Capital Markets Trading UK LLP 0.45% Reduce -28.1% 1,623 $375K
Spectrum Asset Management, Inc. (NB/CA) 0.13% Add +59.9% 1,623 $375K
Caitlin John, LLC 0.24% Add +87.9% 1,620 $374K
Morris Financial Concepts, Inc. 0.13% Add +1.3% 1,619 $374K
Provident Trust Co. 0.01% Add +9.5% 1,618 $373K
Dahring | Cusmano LLC 0.26% Reduce -0.3% 1,615 $373K
United Financial Planning Group LLC 0.22% Add +48.3% 1,606 $371K
Consultiva Wealth Management, Corp. 1.04% Reduce -11.1% 1,603 $370K
Persistent Asset Partners Ltd 0.18% New 1,600 $369K
Hughes Financial Services, LLC 0.06% Add +5.1% 1,590 $367K
Holcombe Financial, Inc. 0.23% Add +7.1% 1,589 $367K
OxenFree Capital LLC 0.19% Reduce -0.5% 1,586 $366K
Long Island Wealth Management, Inc. 0.17% Add +14.4% 1,585 $366K
Clarity Capital Advisors, LLC 0.18% Add +5.6% 1,584 $366K
BFI Infinity Ltd. 0.23% No change 1,576 $364K
Polymer Capital Management (US) LLC 0.05% New 1,574 $363K
Demming Financial Services Corp. 0.27% — 1,573 $363K
Fiscal Wisdom Wealth Management, LLC 0.34% Reduce -3.1% 1,572 $363K
Harvey Investment Co. LLC 0.04% No change 1,569 $362K
Eldridge Investment Advisors, Inc. 0.08% Add +13.0% 1,567 $362K
Magnetar Financial LLC 0.00% New 1,566 $361K
LifeGuide Financial Advisors, LLC 0.12% Reduce -3.2% 1,588 $360K
Barry Investment Advisors, LLC 0.08% Reduce -8.0% 1,546 $357K
Horizon Kinetics Asset Management LLC 0.00% Reduce -1.3% 1,546 $357K
Flagship Private Wealth, LLC 0.14% Add +0.2% 1,544 $356K
Magnolia Wealth Management, LLC 0.21% Add +6.5% 1,544 $356K
Ofc Financial Planning, LLC 0.34% Add +35.1% 1,540 $355K
Disciplined Equity Management, Inc. 0.18% No change 1,540 $355K
Providence Financial Advisors, LLC 0.35% No change 1,539 $355K
Kirkwood Financial Services 0.12% No change 1,539 $355K
Cedar Point Capital Partners, LLC 0.23% Add +0.8% 1,535 $354K
Traction Financial Partners, LLC 0.21% Add +3.9% 1,532 $354K
Brookmont Capital Management 0.20% Reduce -0.6% 1,532 $354K
Entrust Financial LLC 0.26% — 1,529 $353K
Sound Financial Strategies Group, LLC 0.25% Add +35.4% 1,525 $352K
Van Den Berg Management I, Inc. 0.08% Add +4.8% 1,523 $352K
American Wealth Advisors, LLC 0.34% No change 1,520 $351K
Foundation Wealth Management, LLC\PA 0.13% Reduce -2.6% 1,516 $350K
KDK Private Wealth Management, LLC 0.31% New 1,514 $349K
Three Bridge Wealth Advisors, LLC 0.09% Add +15.2% 1,514 $349K
Evolution Advisers, Inc. 0.15% Add +46.5% 1,516 $349K
Innovator Capital Management, LLC 10.23% Reduce -18.9% 1,510 $349K
Aster Capital Management (DIFC) Ltd 0.15% Add +77.3% 1,509 $348K
Interactive Financial Advisors, Inc. 0.22% No change 1,506 $348K
LGT Financial Advisors LLC 2.12% No change 1,503 $347K
McCarthy Asset Management, Inc. 0.18% No change 1,491 $344K
HFG Advisors, Inc. 0.25% No change 1,487 $343K
Clientfirst Wealth Management, LLC 0.27% No change 1,480 $342K
KWB Wealth 0.03% New 1,474 $340K
Tacita Capital Inc 0.20% Add +12.4% 1,473 $340K
Turning Point Benefit Group, Inc. 0.18% Add +102.1% 1,473 $340K
Pollock Investment Advisors, LLC 0.25% No change 1,471 $340K
Flagstone Financial Management 0.09% Add +15.8% 1,469 $339K
Archer Investment Management, LLC 0.18% Reduce -2.3% 1,468 $339K
Horizons Wealth Management 0.22% No change 1,462 $337K
ETF Portfolio Partners, Inc. 0.09% No change 1,460 $337K
L2 Asset Management, LLC 0.04% New 1,459 $337K
Palladiem, LLC 0.32% — 1,445 $336K
NBZ Investment Advisors LLC 0.15% No change 1,454 $336K
Mullooly Asset Management, Inc. 0.12% No change 1,451 $335K
Kelsey Financial, LLC 0.29% — 1,444 $333K
Bare Financial Services, Inc 0.09% Add +7.5% 1,444 $333K
HC Advisors, LLC 0.23% Reduce -1.6% 1,443 $333K
Trustco Bank Corp. N Y 0.30% No change 1,438 $332K
ATX Financial Planning, LLC 0.26% — 1,438 $332K
Gladwyn Financial Advisors, Inc. 0.23% No change 1,430 $332K
Grove Street Fiduciary, LLC 0.14% Reduce -4.1% 1,430 $330K
WealthTrak Capital Management LLC 0.24% Add +20.9% 1,429 $330K
Armbruster Capital Management, Inc. 0.06% No change 1,427 $329K
Cedar Mountain Advisors, LLC 0.06% Reduce -1.7% 1,426 $329K
Keystone Global Partners, LLC 0.14% No change 1,424 $329K
Graver Capital Management, LLC 0.26% No change 1,420 $328K
Jordan Park Trust Co LLC 0.22% Reduce -12.8% 1,415 $327K
Mb, Levis & Associates, LLC 0.14% Reduce -1.5% 1,407 $325K
Fortitude Financial, LLC 0.28% No change 1,406 $325K
Ciovacco Capital Management LLC 0.16% Add +5.5% 1,400 $323K
Brandywine Trust Co. 0.06% No change 1,400 $323K
Drexel Morgan & Co. 0.05% No change 1,400 $323K
Brave Warrior Advisors 0.01% No change 1,400 $323K
Mustico Financial Group, Inc. 0.25% No change 1,314 $323K
Innovative Wealth Building LLC 0.23% Add +25.9% 1,395 $322K
Riverview Trust Co 0.39% No change 1,392 $321K
ARK & TLK Investments, LLC 0.09% Add +16.4% 1,392 $321K
Investment Planning Advisors, Inc. 0.09% New 1,391 $321K
Yardley Wealth Management LLC 0.17% No change 1,390 $321K
Builder Investment Group Inc. 0.07% Reduce -13.9% 1,389 $321K
BCM Advisors, LLC 0.06% No change 1,339 $320K
Semitam Bonam LLC 0.27% Add +1.2% 1,387 $320K
Kagan Cocozza Asset Management 0.23% Reduce -2.2% 1,385 $320K
Aufman Associates Inc 0.16% Reduce -1.3% 1,385 $320K
Rodgers & Associates, LTD 0.03% Reduce -3.4% 1,384 $319K
Family Wealth Partners, LLC 0.11% Reduce -4.4% 1,376 $318K
American Asset Management Inc. 0.27% New 1,372 $317K
Oak Wealth Advisors LLC 0.18% Add +10.1% 1,368 $316K
eCIO, Inc. 0.15% Reduce -35.3% 1,366 $315K
Capstone Capital LLC 0.20% Reduce -22.1% 1,363 $315K
Wrenne Financial Planning LLC 0.13% Add +0.6% 1,361 $314K
Novus Advisors, LLC 0.70% Reduce -5.7% 1,358 $313K
Cadence Wealth Management LLC 0.15% Add +2.2% 1,357 $313K
Smith & Howard Wealth Management, LLC 0.07% No change 1,354 $313K
Team Financial Group, LLC 0.14% No change 1,352 $312K
FLP Wealth Management, LLC 0.74% Reduce -7.0% 1,351 $312K
Joel Adams & Associates, Inc. 0.23% No change 1,351 $312K
Wealthcare Capital Management LLC 0.03% Reduce -4.0% 1,351 $312K
180 GPS Investments IC Ltd 0.25% Reduce -80.0% 1,351 $312K
Willis Investment Counsel 0.02% New 1,345 $310K
KOM Wealth Management Group, LLC 0.22% Add +0.3% 1,345 $310K
Cassady Wealth & Retirement Planning, LLC 0.20% — 1,340 $309K
Peirce Capital Management, LLC 0.12% Add +15.0% 1,340 $309K
5th Street Advisors, LLC 0.14% New 1,339 $309K
LiftPoint Family Wealth Advisors LLC 0.26% — 1,329 $307K
Ariston Services Group 0.18% No change 1,328 $307K
Wealth Forward, LLC 0.17% Add +29.8% 1,326 $306K
FOCUS Wealth Advisors, LLC 0.14% Add +1.1% 1,325 $306K
Financial Alternatives, Inc 0.18% Reduce -41.8% 1,322 $305K
Orcam Financial Group 0.23% No change 1,320 $305K
Aull & Monroe Investment Management Corp 0.15% Reduce -12.9% 1,320 $305K
Borer Denton & Associates, Inc. 0.10% No change 1,318 $304K
Physician Wealth Solutions Inc. 0.13% Add +2.3% 1,315 $304K
Sherman Wealth Management LLC 0.26% — 1,313 $303K
Koenig Investment Advisory, LLC 0.25% — 1,457 $303K
Visionary Horizons, LLC 0.16% Reduce -0.6% 1,310 $302K
Independent Family Office, LLC 0.13% Add +39.9% 1,305 $301K
Hirtle & Co., LLC 0.01% New 1,302 $301K
Crosspoint Financial, LLC 0.71% No change 1,302 $301K
Prodigy Asset Management LLC 0.11% No change 1,301 $300K
Brighton Securities Corp. 0.15% No change 1,298 $300K
OMNI 360 Wealth, Inc. 0.15% Reduce -8.6% 1,265 $299K
Nestegg Advisors, Inc. 0.25% No change 1,289 $298K
SpringVest Wealth Management LLC 0.21% Add +4.6% 1,286 $297K
Beacon Financial Planning, Inc. 0.14% Reduce -0.1% 1,283 $296K
Merited Wealth, LLC 0.27% — 1,282 $296K
Newton One Investments LLC 0.09% No change 1,280 $295K
Jackson Creek Investment Advisors LLC 0.09% New 1,269 $293K
IF Advisors, LLC 0.24% — 1,268 $293K
Kaydan Wealth Management, Inc. 0.08% Add +9.3% 1,265 $292K
BCO Wealth Management LLC 0.18% Reduce -0.2% 1,263 $292K
Strategic Financial Partners, Ltd. 0.13% No change 1,263 $292K
Mainsail Financial Group, LLC 0.12% Reduce -16.1% 1,258 $290K
Cobblestone Asset Management LLC 0.13% Reduce -31.3% 1,246 $288K
Financial Management, Inc. 0.27% — 1,244 $287K
MorganRosel Wealth Management, LLC 0.07% Reduce -8.9% 1,242 $287K
Waterford Advisors, LLC 0.11% Add +2.4% 1,241 $286K
O'Brien Greene & Co. Inc 0.08% No change 1,239 $286K
Axiom Financial Strategies, LLC 0.12% No change 1,237 $286K
Financial Sense Advisors, Inc. 0.06% New 1,234 $285K
Monetary Solutions, Ltd 0.28% — 1,232 $284K
Price Financial Group Wealth Management, Inc 9.00% — 1,249 $284K
St. Louis Trust Co 0.03% No change 1,228 $283K
IMPACTfolio, LLC 0.12% No change 1,225 $283K
Dravo Bay LLC 0.12% Add +18.7% 1,225 $283K
Ridgeline Wealth, LLC 0.20% Add +6.4% 1,224 $282K
Guidance Point Advisors, LLC 0.07% Reduce -19.1% 1,223 $282K
Mokosak Advisory Group, LLC 0.07% No change 1,220 $282K
BCU Wealth Advisors, LLC 0.11% No change 1,217 $281K
Broadhurst Jeffrey B 0.29% — 1,217 $281K
Crew Capital Management, Ltd 0.18% Add +15.3% 1,216 $281K
Members Advisory Group LLC 0.11% No change 1,213 $280K
Moisand Fitzgerald Tamayo, LLC 0.03% Add +5.9% 1,209 $279K
Windsor Advisory Group, LLC 0.25% New 1,208 $279K
Eq LLC 0.08% New 1,208 $279K
Seven Post Investment Office LP 0.10% No change 1,200 $277K
MidAtlantic Capital Management, Inc. 0.18% New 1,198 $277K
Rbo & Co. LLC 0.04% Reduce -13.0% 1,197 $276K
Hill Investment Group Partners, LLC 0.03% Add +8.8% 1,192 $275K
Hudson Capital Management LLC 0.07% No change 1,192 $275K
Astoria Strategic Wealth, Inc. 0.07% No change 1,191 $275K
Oceanside Advisors LLC 0.17% No change 1,191 $275K
Oath Planning, LLC 0.27% — 1,184 $273K
Downshift Financial, LLC 0.17% — 1,231 $273K
John W. Brooker & Co., CPAs 0.49% New 1,184 $273K
Sfam, LLC 0.25% — 1,184 $273K
Orca Wealth Management, LLC 0.20% Add +1.3% 1,145 $273K
Brooktree Capital Management 0.18% No change 1,177 $272K
Shakespeare Wealth Management, LLC 0.06% Add +10.9% 1,176 $271K
Twinbeech Capital LP 0.02% Reduce -19.6% 1,175 $271K
Fullerton Advisors, LLC 0.27% — 1,174 $271K
Nvest Wealth Strategies, Inc. 0.20% — 1,174 $271K
NewCorp Financial Services, Inc. 0.24% — 1,173 $271K
Adirondack Capital Advisors, LLC 0.18% — 1,171 $270K
Ceera Investments, LLC 0.10% Reduce -83.8% 1,170 $270K
LM Advisors LLC 1.06% Reduce -76.9% 62,137 $269K
Investment Counsel Co. of Nevada 0.58% Reduce -24.6% 1,166 $269K
Measured Risk Portfolios, Inc. 0.31% Reduce -12.1% 1,166 $269K
Welch Financial Planning, LLC 0.20% — 1,165 $269K
Act Wealth Management, LLC 0.09% No change 1,162 $268K
Freestate Advisors LLC 0.22% No change 1,161 $268K
Pearl Planning LLC 0.16% — 1,161 $268K
Marmo Financial Group, LLC 0.13% New 1,159 $268K
Trailhead Planners LLC 0.26% — 1,158 $267K
James Reed Financial Services, Inc. 0.21% Add +21.0% 1,158 $267K
Cascade Wealth Advisors, Inc 0.12% Add +4.8% 1,095 $266K
City Center Advisors, LLC 0.24% Reduce -0.7% 1,152 $266K
ArborFi Advisors, LLC 0.22% No change 1,148 $265K
William Howard & Co Financial Advisors Inc 0.22% No change 1,147 $265K
Lockerman Financial Group, Inc. 0.51% Reduce -72.9% 1,141 $263K
Athena Investment Management 0.13% No change 1,141 $263K
Capital Wealth Management, LLC 0.09% Add +4.4% 1,141 $263K
Weybosset Research & Management LLC 0.08% No change 1,140 $263K
Phillip James Consulting Co. 4.64% — 1,140 $263K
F&V Capital Management, LLC 0.06% No change 1,140 $263K
Basso Capital Management, L.P. 0.16% Reduce -38.3% 1,138 $263K
Harbor Asset Planning, Inc. 0.22% No change 1,136 $262K
Family Legacy Financial Solutions, LLC 0.20% Reduce -6.7% 1,137 $262K
Cushing Capital Partners, LLC 0.19% Add +1.0% 1,133 $262K
Clayton Financial Group LLC 0.13% Add +164.3% 1,131 $261K
Capital Developers, LLC 0.23% — 1,131 $261K
Briggs Wealth Management, Inc 0.28% — 1,129 $261K
Loudon Investment Management, LLC 0.14% No change 1,123 $259K
Frazier Financial Advisors, LLC 0.15% Reduce -39.1% 1,119 $258K
Alpha Financial Advisors, LLC 0.08% Add +1.4% 1,119 $258K
Strategic Equity Management 0.09% No change 1,118 $258K
VAUGHAN & Co SECURITIES, INC. 0.13% No change 1,115 $257K
Guardian Wealth Management, LLC 0.08% — 1,105 $255K
Mission Hills Financial Advisory, LLC 0.13% Reduce -0.6% 1,104 $255K
Kinloch Capital, LLC 0.11% New 1,102 $254K
Elevate Wealth Advisory, Inc. 0.17% Add +5.5% 1,102 $254K
Illumine Investment Management, LLC 0.19% No change 1,100 $254K
Kirr Marbach & Co. LLC 0.05% No change 1,100 $254K
Sharkey, Howes & Javer 0.03% No change 1,098 $253K
Guardian Wealth Advisors, LLC 0.14% Reduce -18.9% 1,093 $252K
CFC Planning Co LLC 0.19% Reduce -72.7% 1,090 $252K
Midway Capital Research & Management 0.24% — 1,080 $249K
Evergreen Wealth Partners LLC 0.21% — 1,078 $249K
Climber Capital SA 0.16% — 1,078 $249K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.23% — 1,076 $248K
JHP Wealth Management, LLC 0.24% — 1,073 $248K
Belleair Asset Management, LLC 0.24% — 1,070 $247K
Hiley Hunt Wealth Management 0.11% No change 1,070 $247K
Mills Wealth Advisors LLC 0.10% New 1,069 $247K
Alpha Wealth Funds, LLC 0.17% Reduce -55.8% 1,067 $246K
Uptown Financial Advisors LLC 0.21% No change 1,066 $246K
Miramar Capital, LLC 0.05% No change 1,060 $245K
Ipsen Advisor Group LLC 0.17% Reduce -12.2% 1,060 $245K
1492 Capital Management LLC 0.10% No change 1,059 $244K
Farrow Financial, Inc. 0.14% No change 1,058 $244K
Retireful, LLC 0.31% No change 1,050 $244K
Scientech Research LLC 0.15% New 1,057 $244K
Keating Investment Counselors Inc. 0.07% No change 1,057 $244K
Three Cord True Wealth Management, LLC 0.14% Add +5.7% 1,055 $244K
Stephenson & Company, Inc. 0.13% Add +11.3% 1,054 $243K
Williams Financial, LLC 0.14% Reduce -1.2% 1,051 $243K
Main Line Retirement Advisors, LLC 0.12% No change 1,049 $242K
Sage Financial Management Group, Inc. 0.07% Reduce -6.8% 1,049 $242K
Scratch Capital LLC 0.16% New 1,040 $240K
Level Wealth Management LLC 0.12% Reduce -41.2% 1,040 $240K
Gardner Russo & Quinn 0.00% New 1,040 $240K
S&T Bank 0.08% Reduce -10.0% 1,040 $240K
Lecap Asset Management Ltd. 0.10% Reduce -80.1% 1,036 $239K
Morton Community Bank 0.05% Reduce -9.9% 998 $239K
SWP Financial LLC 0.12% Add +2.7% 1,032 $238K
Cauble & Harre Wealth Management, Inc. 0.20% — 1,028 $237K
Northwest Wealth Advisors, LLC 0.18% — 1,027 $237K
Fischer Investment Strategies, LLC 0.14% New 1,026 $237K
Beartown Capital Management, LLC 0.19% — 1,026 $237K
nVerses Capital, LLC 0.53% — 1,018 $235K
Infinity Wealth Counsel, LLC 0.21% Reduce -0.7% 1,015 $234K
Leverty Financial Group, LLC 0.06% Reduce -1.1% 1,014 $234K
Retirement Capital Strategies 0.09% Add +1.0% 1,012 $234K
Tumwater Wealth Management, LLC 0.10% New 1,011 $233K
Patton Fund Management, Inc. 0.03% Reduce -13.2% 1,011 $233K
MontVue Capital Management, Inc. 0.15% No change 1,007 $232K
ADG Wealth Management Group, LLC 0.18% Add +8.4% 1,006 $232K
Cutler Capital Management, LLC 0.09% Reduce -12.8% 1,005 $232K
Letson Investment Management, Inc. 0.08% No change 1,003 $232K
Oakland Financial Corp. 3.82% No change 1,000 $231K
Pura Vida Investments, LLC 0.86% New 1,000 $231K
Kotler Kevin 0.17% — 1,000 $231K
Pring Turner Capital Group Inc. 0.14% No change 1,000 $231K
Andrews Advisory Associates, LLC 0.12% — 1,000 $231K
Intelligent Financial Strategies 0.11% No change 1,000 $231K
VPR Management LLC 0.10% New 1,000 $231K
Melone Private Wealth, LLC 0.10% No change 1,000 $231K
Elevation Capital Advisory, LLC 0.09% No change 1,000 $231K
Menlo Advisors LLC 0.10% No change 1,000 $230K
Kings Path Partners LLC 0.08% Add +3.1% 995 $230K
Wallace Capital Management Inc. 0.03% New 995 $230K
Compass Financial Group, Inc. (Ohio) 0.17% — 991 $229K
Richmond Brothers, Inc. 0.15% Reduce -13.9% 991 $229K
EnRich Financial Partners LLC 0.06% Reduce -9.2% 991 $229K
GFI Investment Counsel Ltd. 0.02% New 989 $228K
BWM Planning, LLC 0.06% New 986 $228K
Reicon Wealth Advisors, LLC 0.17% — 983 $227K
Triune Financial Partners, LLC 0.05% Reduce -12.1% 947 $227K
Marks Wealth, LLC 0.08% Reduce -16.9% 980 $226K
Cassilly Financial Group LLC 0.20% — 978 $226K
Creegan & Nassoura Financial Group, LLC 0.15% Reduce -25.0% 975 $225K
Graetz Wealth LLC 0.20% — 971 $224K
Adalta Capital Management LLC 0.10% No change 970 $224K
Northwest Financial Advisors 0.46% Reduce -50.0% 961 $222K
Retirement Investment Advisors, Inc. 0.02% New 960 $222K
Ridge Creek Global, Inc 0.18% — 950 $219K
Kendall Capital Management 0.05% Reduce -2.9% 946 $218K
Phil A. Younker & Associates, Ltd. 0.15% New 945 $218K
Fusion Family Wealth, LLC 0.02% No change 942 $217K
Prism Advisors, Inc. 0.06% Reduce -3.3% 941 $217K
Applied Capital LLC 0.08% New 939 $217K
RHL Group, LLC 0.17% — 931 $215K
Good Harbor Advisors, Inc. 0.24% — 912 $211K
Family CFO Inc 0.09% No change 912 $211K
Diamant Asset Management, Inc. 0.15% No change 911 $210K
S. R. Schill & Associates 0.15% New 906 $209K
KMT Wealth Management, LLC 0.11% New 906 $209K
Uncommon Cents Investing LLC 0.05% New 905 $209K
Compass Financial Group, Inc. 0.09% New 904 $209K
Brown Capital Management LLC 0.02% Reduce -47.3% 903 $208K
ORBA Wealth Advisors, L.L.C. 0.18% Reduce -79.9% 901 $208K
Markin Volterra Fund LP 1.65% — 901 $208K
Nixon Capital, LLC 0.05% New 900 $208K
Battery Global Advisors, LLC 0.10% Add +49.8% 899 $208K
Israel Discount Bank of New York 0.56% Reduce -53.1% 898 $207K
Centennial Advisors, LLC 0.27% — 898 $207K
Solutions 4 Wealth, Ltd 0.31% Reduce -39.6% 892 $206K
Prairiewood Capital, LLC 0.06% Reduce -24.6% 892 $206K
Payne Capital LLC 0.21% Reduce -21.9% 890 $205K
Marquette Asset Management, LLC 0.03% Add +5.1% 886 $205K
Spectrum Financial Alliance Ltd LLC 0.04% New 885 $204K
Lee, Kelleher & Klein Wealth Management 0.12% New 884 $204K
Hippocratic Financial Advisors, LLC 0.09% New 884 $204K
Unconventional Investor, LLC 0.10% Reduce -8.1% 881 $203K
Bayshore Capital Advisors, LLC 0.10% — 878 $203K
Provident Wealth Management, LLC 0.06% Reduce -22.9% 878 $203K
Approach Retirement Advisors, LLC 0.17% — 870 $201K
Madrid Financial Services 0.14% Reduce -25.6% 870 $201K
Morgan Creek Capital Management, LLC 0.05% — 869 $201K
Friedenthal Financial 0.10% Reduce -36.8% 862 $199K
Standard Family Office LLC 0.21% No change 860 $199K
Ravenstone Capital Management Inc. 0.09% No change 860 $199K
Dorato Capital Management 0.15% — 817 $193K
HFM Investment Advisors, LLC 0.07% Add +66.5% 821 $190K
Principia Wealth Advisory, LLC 0.12% Add +10.4% 817 $189K
PMV Capital Advisers, LLC 0.34% Add +10.5% 797 $184K
Steph & Co. 0.05% Add +22.7% 779 $180K
Carolina Wealth Advisors, LLC 0.08% Reduce -8.2% 777 $179K
Gleason Group, Inc. 0.02% Add +13.3% 751 $173K
Birchwood Financial Partners, Inc. 0.17% — 745 $172K
Innovative Advisory Group, LLC 0.11% Reduce -3.3% 731 $169K
Investors Portfolio Services LLC 0.15% — 727 $168K
SRH Advisors, LLC 0.05% Add +9.1% 720 $166K
Fundsmith Investment Services LTD. 0.00% New 715 $165K
Morton Brown Family Wealth, LLC 0.04% Add +22.3% 714 $165K
One River Asset Management, LLC 0.14% Reduce -79.8% 677 $156K
SIMA Wealth Partners, LLC 0.11% Reduce -19.5% 654 $151K
Financially Speaking Inc 0.10% Add +8.5% 637 $147K
Teachers Insurance & Annuity Association of America 0.17% New 625 $144K
Ball & Co Wealth Management Inc. 0.09% No change 616 $142K
Three Bearings Fiduciary Advisors, Inc. 0.13% — 591 $141K
Navigoe, LLC 0.09% No change 599 $138K
Compass Financial Services Inc 0.06% Add +4.3% 586 $135K
Atlantic Private Wealth, LLC 0.08% Add +9.1% 562 $130K
Broadwater Capital Management LLC 0.09% No change 520 $120K
Stephens Consulting, LLC 0.04% Reduce -87.3% 519 $120K
Midwest Capital Advisors, LLC 0.06% Reduce -2.3% 502 $116K
CSS LLC 0.02% New 499 $115K
Hamrick Investment Counsel, llc 0.08% — 490 $113K
Inspire Investing, LLC 0.01% New 480 $111K
West Financial Advisors, LLC 0.02% Add +18.8% 475 $110K
Mendota Financial Group, LLC 0.08% No change 469 $108K
POM Investment Strategies, LLC 0.05% Reduce -59.6% 463 $107K
Your Advocates Ltd., LLP 0.03% Reduce -1.1% 463 $107K
Winnacle Wealth LLC 0.08% Add +10.9% 456 $105K
Caden Capital Partners, LP 0.23% New 443 $102K
Beutel, Goodman & Co Ltd. 0.00% Add +3.9% 431 $99K
IFS Advisors, LLC 0.05% No change 425 $98K
Glynn Capital Management LLC 0.03% No change 419 $97K
Bruce G. Allen Investments, LLC 0.06% Reduce -7.6% 413 $95K
Luminist Capital LLC 0.12% Add +1945.0% 409 $94K
NorthAvenue LLC 0.08% — 397 $92K
MJT & Associates Financial Advisory Group, Inc. 0.07% No change 395 $91K
Uniplan Investment Counsel, Inc. 0.01% Add +92.5% 387 $89K
Bitterroot Capital Advisors LLC 0.06% — 380 $88K
Accordant Advisory Group Inc 0.06% No change 376 $87K
Compound Global Advisors, LLC 4.75% No change 371 $86K
Networth Advisors, LLC 0.06% — 371 $86K
Richardson Capital Management LLC 0.04% Add +1.9% 370 $85K
Rachor Investment Advisory Services, LLC 0.04% — 366 $84K
Maryland Capital Advisors Inc. 0.03% Add +215.5% 366 $84K
Spurstone Advisory Services, LLC 1.33% Reduce -14.1% 366 $84K
CGC Financial Services, LLC 0.02% No change 353 $81K
Paladin Partners, LLC 0.06% — 330 $76K
Access Investment Management LLC 0.02% No change 338 $74K
WHI TRUST Co LLC 0.06% — 309 $71K
Clarity Asset Management, Inc. 0.04% No change 306 $71K
Disciplina Capital Management LLC 0.01% No change 305 $70K
Knott David M Jr 0.03% No change 300 $69K
Strategic Wealth Advisors LLC 0.06% — 295 $68K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -84.4% 271 $63K
Sycomore Asset Management 0.01% No change 300 $57K
PayPay Securities Corp 1.60% Reduce -5.2% 237 $55K
Prudent Man Investment Management, Inc. 0.02% Add +87.7% 229 $53K
Fairway Wealth LLC 0.01% Add +95.6% 221 $51K
Northwest Capital Management Inc 0.21% Reduce -95.8% 209 $48K
Elkhorn Partners Limited Partnership 0.03% Add +900.0% 200 $46K
Atomic Invest LLC 0.03% — 198 $46K
Inlight Wealth Management, LLC 0.02% No change 199 $46K
XY Capital Ltd 0.04% Reduce -85.1% 187 $43K
MilWealth Group LLC 0.01% Add +79.0% 179 $41K
Longfellow Investment Management Co. LLC 0.01% Reduce -99.3% 137 $32K
CFG Wealth Management Services, Inc. 0.03% — 120 $28K
Bulwark Capital Corp 0.02% No change 100 $23K
ESL Trust Services, LLC 0.00% No change 100 $23K
ROSS\JOHNSON & Associates LLC 0.42% Add +880.0% 98 $23K
Park Square Financial Group, LLC 0.13% Add +25.6% 103 $23K
Catherine Avery Investment Management LLC 0.01% No change 89 $21K
Transce3nd, LLC 0.13% Reduce -49.3% 68 $17K
Fiduciary Advisors, Inc. 0.01% No change 40 $9K
William B. Walkup & Associates, Inc. 0.00% New 17 $4K
Parallax Volatility Advisers, L.P. 0.00% Reduce -100.0% 16 $4K
Alexis Investment Partners, LLC 0.00% No change 15 $3K
Revere Asset Management, Inc 0.00% New 10 $3K
Conquis Financial LLC 0.00% Reduce -47.6% 11 $3K
Bayforest Capital Ltd 0.00% Reduce -89.8% 11 $3K
Bridge Generations Wealth Management LLC 0.00% Reduce -95.9% 10 $2K
Cohalo Advisory LLC 0.17% No change 10 $2K
USA Financial Formulas 0.00% New 3 $692
Caitong International Asset Management Co., Ltd 0.00% New 1 $231

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