BroadcomAVGO

13F holders, Q3 2024 (September 30)
3,407holders +139
267new positions
129sold out
18famous investors
$172.36avg. 13F price*

At the end of Q3 2024, 3,407 institutions reported holding Broadcom Inc. (AVGO) in their 13F filings, up 139 from Q2 2024. 267 opened new positions and 129 sold out. The largest holders were Vanguard Group Inc. ($80.8B), BlackRock, Inc. ($61.4B) and Capital World Investors ($36.5B). 18 famous investors held it, including Alex Sacerdote (4.9% of Whale Rock Capital Management's portfolio), Philippe Laffont (2.8% of Coatue Management's portfolio) and Ken Fisher (1.7% of Fisher Asset Management's portfolio).

Company
Broadcom Inc.
Sector
Technology
CUSIP
11135F101
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,0005,000 Q1 2024: 3,061Q1 2024Q2 2024: 3,268Q2 2024Q3 2024: 3,407Q3 2024Q4 2024: 3,908Q4 2024Q1 2025: 3,817Q1 2025Q2 2025: 4,083Q2 2025Q3 2025: 4,291Q3 2025Q4 2025: 4,724Q4 2025Q1 2026: 4,699Q1 2026Q2 2026: 4,846Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions267$1.1B
Exits129$3.4B

All 13F filers, Q2 2024 → Q3 2024: 192,995,858 shares bought and 282,072,950 shares sold, net −89,077,092 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,407 holders

Vanguard Group Inc. 1.45% Add +4.5% 468,561,399 $80.8B
BlackRock, Inc. 1.29% — 356,214,106 $61.4B
Capital World Investors 5.66% Reduce -5.7% 211,442,543 $36.5B
Capital International Investors 6.25% Reduce -0.8% 188,722,747 $32.6B
State Street Corp. 1.30% Add +4.8% 184,434,213 $31.8B
Geode Capital Management, LLC 1.38% Add +7.7% 99,188,826 $17.1B
Capital Research Global Investors 3.32% Reduce -16.1% 92,481,301 $16.0B
FMR LLC 0.95% Add +22.1% 90,400,508 $15.6B
Morgan Stanley 0.89% Reduce -0.8% 71,195,954 $12.3B
Bank of America Corp. 1.03% Reduce -3.9% 68,301,553 $11.8B
Norges Bank 1.54% Add +10.7% 64,051,174 $11.0B
JPMorgan Chase & Co. 0.86% Reduce -15.9% 61,951,835 $10.7B
Wellington Management Group LLP 1.50% Add +31.6% 49,660,521 $8.6B
Invesco Ltd. 1.49% Add +15.1% 44,724,164 $7.7B
Northern Trust Corp. 1.24% Add +0.3% 43,828,426 $7.6B
Nuveen Asset Management, LLC 1.93% Reduce -0.5% 39,824,550 $6.9B
Bank of New York Mellon Corp 1.17% Reduce -3.0% 36,496,573 $6.3B
Jennison Associates LLC 3.86% Reduce -5.8% 35,998,595 $6.2B
Legal & General Group Plc 1.56% Add +9.5% 34,369,989 $5.9B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1.50% Add +7.5% 33,819,675 $5.8B
T. Rowe Price Associates Inc. 0.64% Reduce -9.0% 32,352,684 $5.6B
Charles Schwab Investment Management Inc. 1.05% Add +6.2% 31,997,455 $5.5B
Ameriprise Financial Inc. 1.26% Add +2.5% 28,452,479 $4.9B
Goldman Sachs Group Inc. 0.88% Reduce -6.5% 26,640,703 $4.6B
UBS Group AG 1.25% Reduce -4.3% 25,940,826 $4.5B
Wells Fargo & Company 1.03% Add +28.5% 24,664,234 $4.3B
Fisher Asset Management 1.66% Add +3.9% 23,422,781 $4.0B
Alliancebernstein L.P. 1.33% Add +24.1% 23,005,111 $4.0B
Franklin Resources Inc. 1.09% Add +21.5% 21,113,921 $3.8B
Royal Bank of Canada 0.81% Add +22.4% 21,017,960 $3.6B
Amundi 1.18% Add +10.7% 17,663,976 $3.2B
Swedbank AB 4.04% Reduce -4.1% 18,369,841 $3.2B
Barclays PLC 1.33% Reduce -7.8% 17,456,128 $3.0B
Bank of Montreal 1.30% Reduce -8.6% 16,096,312 $2.8B
Deutsche Bank AG 1.07% Add +58.3% 15,266,155 $2.6B
Janus Henderson Group PLC 1.18% Add +39.3% 13,384,070 $2.3B
HSBC Holdings PLC 1.44% Reduce -8.1% 13,347,234 $2.3B
Swiss National Bank 1.47% Add +0.7% 13,125,930 $2.3B
Van Eck Associates Corp. 2.76% Add +1.8% 12,701,500 $2.2B
Raymond James & Associates 1.33% Reduce -4.5% 12,674,158 $2.2B
California Public Employees Retirement System 1.52% Add +3.2% 12,557,338 $2.2B
Clearbridge Investments, LLC 1.66% Add +8.1% 12,247,024 $2.1B
Sumitomo Mitsui Trust Group, Inc. 1.36% Add +0.8% 11,374,079 $2.0B
SG Americas Securities, LLC 7.15% Add +423.3% 10,752,450 $1.9B
Citigroup Inc. 1.70% Reduce -5.1% 10,621,638 $1.8B
Voya Investment Management LLC 2.19% Reduce -17.1% 10,551,370 $1.8B
Dimensional Fund Advisors LP 0.44% Reduce -15.2% 10,400,279 $1.8B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.70% Add +20.0% 9,425,874 $1.6B
Rhumbline Advisers 1.39% Add +1.7% 8,901,013 $1.5B
BNP Paribas Financial Markets 1.46% Add +21.6% 8,617,541 $1.5B
National Pension Service 1.38% Add +14.5% 8,273,157 $1.4B
TD Asset Management Inc 1.25% Reduce -7.1% 8,197,589 $1.4B
Cantillon Capital Management LLC 7.73% Reduce -5.0% 7,331,393 $1.3B
Mitsubishi UFJ Asset Management Co., Ltd. 1.34% Add +13.8% 7,249,313 $1.3B
Principal Financial Group Inc. 0.68% Add +11.9% 7,182,409 $1.2B
National Bank of Canada 1.64% Reduce -29.7% 7,142,831 $1.2B
California State Teachers Retirement System 1.44% Reduce -0.1% 7,133,821 $1.2B
First Trust Advisors LP 1.16% Reduce -9.2% 7,047,475 $1.2B
Envestnet Asset Management Inc. 0.38% Reduce -4.2% 6,772,291 $1.2B
Winslow Capital Management, LLC 4.00% Add +1.5% 6,448,122 $1.1B
Schroder Investment Management Group 1.10% Add +5.3% 6,173,880 $1.1B
Bessemer Group Inc. 1.74% Add +17.6% 6,115,749 $1.1B
Bahl & Gaynor LLC 5.27% Reduce -1.8% 5,936,546 $1.0B
New York State Common Retirement Fund 1.35% Reduce -6.7% 5,793,400 $999.4M
ProShare Advisors LLC 2.43% Add +6.6% 5,749,102 $991.7M
Parnassus Investments, LLC 2.07% Add +3.7% 5,643,269 $973.5M
Ensign Peak Advisors, Inc 1.70% Add +6.9% 5,607,971 $967.4M
Nomura Asset Management Co. Ltd. 2.99% Add +6.6% 5,583,181 $963.1M
Rafferty Asset Management, LLC 3.17% Reduce -5.7% 5,371,215 $926.5M
Lazard Asset Management LLC 1.29% Reduce -16.5% 5,216,502 $899.8M
Victory Capital Management Inc. 0.87% Reduce -4.9% 5,147,443 $887.9M
Pictet Asset Management Holding SA 0.96% Add +5.5% 5,073,430 $875.2M
PNC Financial Services Group, Inc. 0.56% Add +0.2% 5,056,206 $872.2M
Stifel Financial Corp. 0.91% Reduce -1.7% 5,007,224 $863.8M
Bank of Nova Scotia 1.69% Reduce -91.1% 4,844,636 $835.7M
Manufacturers Life Insurance Company, The 0.73% Add +6.6% 4,797,959 $827.6M
LPL Financial LLC 0.35% Add +7.0% 4,555,660 $785.9M
Nordea Investment Management AB 0.89% Reduce -1.7% 4,577,746 $784.3M
Raymond James Financial Services Advisors, Inc. 1.04% Reduce -4.4% 4,509,993 $778.0M
Prudential Financial Inc. 1.09% Add +9.7% 4,504,774 $777.1M
CANADA LIFE ASSURANCE Co 1.34% Add +1.0% 4,449,678 $768.3M
State Board of Administration of Florida Retirement System 1.45% Reduce -1.8% 4,405,450 $759.9M
Royal London Asset Management Ltd. 1.86% Add +10.5% 4,370,089 $753.8M
Coatue Management 2.77% Add +52.5% 4,323,026 $745.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.67% Reduce -0.2% 4,278,785 $738.2M
Adage Capital Partners Gp, L.L.C. 1.29% Add +7.7% 4,232,360 $730.1M
New York State Teachers Retirement System 1.50% Reduce -0.4% 4,204,567 $725.3M
American Century Companies Inc. 0.42% Add +53.8% 4,152,152 $716.2M
Canada Pension Plan Investment Board 0.65% Reduce -17.6% 3,997,997 $689.7M
Michael & Susan Dell Foundation 49.05% No change 3,990,000 $688.3M
Corient Private Wealth LP 1.03% Add +1.6% 3,798,941 $655.3M
Ninety One UK Ltd 1.71% Add +7.3% 3,716,685 $641.1M
Korea Investment CORP 1.49% Reduce -3.5% 3,629,964 $626.2M
Thornburg Investment Management Inc. 8.10% No change 3,605,708 $622.0M
Two Sigma Advisers, LP 1.44% Add +128.8% 3,564,360 $614.9M
Macquarie Group Ltd. 0.66% Reduce -1.4% 3,512,884 $606.0M
Robeco Institutional Asset Management B.V. 1.19% Add +0.7% 3,478,785 $600.1M
GQG Partners LLC 0.92% Reduce -89.5% 3,403,915 $587.2M
Mariner, LLC 1.03% Reduce -1.2% 3,376,582 $582.5M
Epoch Investment Partners, Inc. 2.56% Reduce -8.3% 3,309,525 $570.9M
Marshall Wace, LLP 0.75% Add +138.5% 3,303,460 $569.8M
Mirae Asset Global Investments Co., Ltd. 2.50% Add +5.8% 3,267,031 $564.2M
Aberdeen Group plc 1.03% Reduce -3.0% 3,259,510 $559.3M
AQR Capital Management 0.77% Add +8.6% 3,270,122 $558.9M
Aviva PLC 1.45% Add +2.6% 3,219,935 $555.4M
Neuberger Berman Group LLC 0.43% Add +8.9% 3,216,030 $554.8M
M&G PLC 3.33% Reduce -11.0% 3,092,811 $535.1M
Bank Julius Baer & Co. Ltd, Zurich 1.79% Reduce -12.7% 2,620,535 $530.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 1.58% Add +7.8% 3,069,312 $529.5M
Fred Alger Management, LLC 2.56% Add +35.4% 3,059,770 $527.8M
Allianz Asset Management GmbH 0.81% Reduce -1.8% 3,034,551 $523.5M
Polar Capital Holdings Plc 2.49% Add +2.1% 2,994,542 $516.6M
Sei Investments Co. 0.67% Add +11.0% 2,982,307 $514.5M
Temasek Holdings (Private) Ltd 2.08% Reduce -0.9% 2,977,728 $513.7M
Handelsbanken Fonder AB 2.02% Reduce -7.4% 2,963,813 $511.3M
Fifth Third Bancorp 1.84% Reduce -0.4% 2,944,742 $508.0M
Truist Financial Corp. 0.79% Add +3.4% 2,894,337 $499.3M
Caisse de depot et placement du Quebec 0.99% Add +102.4% 2,877,959 $496.4M
ING Groep NV 2.87% Add +12.5% 2,865,578 $494.3M
AXA S.A. 1.41% Reduce -5.7% 2,744,366 $473.4M
Barrow Hanley Mewhinney & Strauss LLC 1.53% Reduce -19.6% 2,712,202 $467.9M
1832 Asset Management L.P. 0.77% Add +244.7% 2,672,880 $461.1M
Chevy Chase Trust Holdings, LLC 1.41% Add +9.5% 2,663,819 $459.5M
Rockefeller Capital Management L.P. 1.23% Reduce -4.1% 2,599,462 $456.1M
State of Wisconsin Investment Board 1.15% Add +7.7% 2,642,948 $455.9M
Danske Bank A/S 1.51% Reduce -1.5% 2,624,357 $452.7M
D. E. Shaw & Co. 0.64% Reduce -51.2% 2,601,064 $448.7M
KBC Group NV 1.34% Reduce -31.8% 2,574,900 $444.2M
Storebrand Asset Management As 1.40% Reduce -7.6% 2,574,464 $444.1M
Capital Group Private Client Services, Inc. 4.13% Reduce -12.7% 2,516,133 $434.0M
Mackenzie Financial Corp. 0.60% Reduce -20.5% 2,512,220 $433.4M
HighTower Advisors, LLC 0.64% Reduce -0.6% 2,496,355 $430.7M
Natixis Advisors, LLC 0.83% Add +8.8% 2,480,379 $427.9M
T. Rowe Price Investment Management, Inc. 0.24% Reduce -58.0% 2,348,914 $405.2M
Mitsubishi UFJ Trust & Banking Corp 0.92% Reduce -1.4% 2,337,932 $403.3M
First Manhattan Co. Llc. 1.19% Add +0.2% 2,332,912 $402.4M
Russell Investments Group, Ltd. 0.57% Add +13.0% 2,285,785 $394.3M
Retirement Systems of Alabama 1.43% Reduce -3.0% 2,218,363 $382.7M
Los Angeles Capital Management LLC 1.55% Reduce -29.2% 2,217,987 $382.6M
Lord, Abbett & Co. LLC 1.21% Reduce -13.7% 2,181,786 $376.4M
CI Investments Inc. 1.42% Add +18.4% 2,159,712 $372.6M
Treasurer of the State of North Carolina 1.49% Reduce -0.5% 2,154,170 $371.6M
Capital International, Inc. 4.67% Reduce -4.9% 2,148,855 $370.7M
Daiwa Securities Group Inc. 1.69% Add +21.7% 2,098,877 $362.1M
Public Employees Retirement System of Ohio 1.54% Reduce -0.9% 2,090,529 $360.6M
Whale Rock Capital Management 4.93% Add +27.7% 2,039,604 $351.8M
Cerity Partners LLC 0.76% Add +14.8% 2,001,287 $345.2M
Asset Management One Co., Ltd. 1.23% Reduce -0.7% 1,995,946 $344.3M
Capitolis Liquid Global Markets LLC 3.63% Add +69.3% 1,984,100 $342.3M
Keybank National Association 1.32% Reduce -8.6% 1,981,802 $341.9M
Baird Financial Group, Inc. 0.64% Add +1.8% 1,923,564 $331.8M
UniSuper Management Pty Ltd 2.47% Add +4.4% 1,903,690 $328.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.80% Add +134.1% 1,872,745 $323.0M
Healthcare of Ontario Pension Plan Trust Fund 0.79% Add +157.6% 1,870,958 $322.7M
Cibc World Market Inc. 0.73% Reduce -4.0% 1,869,932 $322.6M
Toronto Dominion Bank 0.56% Reduce -17.8% 1,852,749 $319.6M
Tiger Global Management 1.36% Add +1.2% 1,845,500 $318.3M
M&T Bank Corp 1.04% Reduce -2.1% 1,826,618 $315.1M
Public Sector Pension Investment Board 1.68% Reduce -25.3% 1,808,430 $312.0M
Eagle Asset Management Inc. 1.59% Reduce -7.1% 1,698,196 $311.9M
State of Tennessee, Department of Treasury 1.07% Add +3.6% 1,766,395 $304.7M
Janney Montgomery Scott LLC 0.84% Reduce -0.6% 1,751,279 $302.1M
State of Michigan Retirement System 1.49% Add +4.5% 1,740,660 $300.3M
Cincinnati Financial Corp. 6.45% Reduce -33.0% 1,734,060 $299.1M
Mn Services Vermogensbeheer B.V. 2.08% Reduce -2.3% 1,720,100 $296.7M
Citadel Advisors 0.32% Reduce -64.5% 1,715,917 $296.0M
AEGON ASSET MANAGEMENT UK Plc 4.02% Reduce -11.3% 1,709,055 $294.7M
CIBC Asset Management Inc 0.95% Add +7.4% 1,693,767 $292.2M
Skandinaviska Enskilda Banken AB (publ) 1.35% Reduce -0.1% 1,691,869 $291.8M
Guggenheim Capital LLC 2.07% Reduce -8.6% 1,688,910 $291.3M
Nissay Asset Management Corp. /Japan 1.84% Add +0.8% 1,684,108 $290.5M
Assetmark, Inc. 0.81% Add +4.2% 1,639,748 $282.9M
State of New Jersey Common Pension Fund D 1.16% Add +0.5% 1,627,453 $280.7M
Natixis 1.70% Reduce -8.3% 1,620,644 $279.6M
Allspring Global Investments Holdings, LLC 0.42% Add +10.6% 1,577,226 $272.1M
Silvercrest Asset Management Group LLC 1.82% Reduce -9.9% 1,548,470 $267.1M
HM Payson & Co. 4.56% No change 1,543,179 $266.2M
Corebridge Financial, Inc. 1.41% Add +2.0% 1,528,395 $263.6M
STRS Ohio 1.00% Add +4.7% 1,499,906 $258.7M
Federated Hermes, Inc. 0.57% Add +10.9% 1,497,536 $258.3M
Saturna Capital Corp. 3.32% Add +1.2% 1,471,015 $253.8M
Hamlin Capital Management, LLC 6.22% Add +6.1% 1,436,925 $247.9M
King Luther Capital Management Corp. 1.06% Add +1.9% 1,420,860 $245.1M
MetLife Investment Management, LLC 1.40% Add +2.9% 1,415,648 $244.2M
Calamos Advisors LLC 1.68% Add +2.6% 1,408,077 $242.9M
iA Global Asset Management Inc. 4.19% Add +15.2% 1,383,673 $238.7M
Resona Asset Management Co.,Ltd. 1.38% Reduce -1.0% 1,379,696 $238.0M
Guinness Asset Management LTD 4.35% Add +3.7% 1,331,971 $229.8M
Two Sigma Investments, LP 0.53% Reduce -2.6% 1,319,908 $227.7M
Commerce Bank 1.37% Add +2.5% 1,297,328 $223.8M
Harding Loevner LP 1.29% Reduce -4.6% 1,294,126 $223.2M
Thrivent Financial for Lutherans 0.42% Add +24.2% 1,288,906 $222.3M
Hudson Bay Capital Management LP 1.78% Add +28.8% 1,287,624 $222.1M
Advisors Capital Management, LLC 3.62% Reduce -4.1% 1,286,338 $221.9M
Susquehanna International Group, LLP 0.38% Reduce -77.3% 1,270,276 $219.1M
Arizona State Retirement System 1.38% Reduce -0.7% 1,267,612 $218.7M
Nisa Investment Advisors, LLC 1.26% Add +6.9% 1,238,293 $213.6M
OMERS ADMINISTRATION Corp 1.97% Add +9.6% 1,237,529 $213.5M
Zurich Insurance Group Ltd 1.80% Reduce -8.4% 1,233,242 $212.7M
Forsta Ap-Fonden 1.61% Add +9.8% 1,214,540 $209.5M
Cullen Capital Management, LLC 2.25% Reduce -6.4% 1,196,186 $206.3M
Commonwealth Equity Services, LLC 0.31% Reduce -3.7% 1,189,430 $205.2M
Rokos Capital Management LLP 7.44% Reduce -18.6% 1,185,511 $204.4M
Employees Provident Fund Board 2.79% Add +98.8% 1,182,617 $204.0M
Jane Street Group, LLC 0.33% Reduce -82.5% 1,176,955 $203.0M
Westfield Capital Management Co. LP 0.92% Add +224.1% 1,176,949 $203.0M
Millennium Management 0.18% Reduce -80.5% 1,153,736 $199.0M
Cardano Risk Management B.V. 3.51% Add +3.1% 1,149,742 $198.3M
Sarasin & Partners LLP 1.86% Reduce -35.5% 1,145,108 $197.5M
Xponance LLC 1.90% Add +7.3% 1,143,682 $197.3M
Worldquant Millennium Advisors LLC 1.44% Reduce -14.1% 1,143,538 $197.3M
DNB Asset Management AS 0.89% Reduce -14.7% 1,141,653 $196.9M
US Bancorp \de 0.25% Add +6.3% 1,118,964 $193.0M
Candriam S.C.A. 1.11% Add +18.3% 1,114,383 $192.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 1.15% Reduce -8.7% 1,112,501 $191.9M
Comerica Bank 0.75% Add +2.8% 1,094,981 $188.9M
Penserra Capital Management LLC 4.09% Reduce -20.1% 1,094,054 $188.7M
Teacher Retirement System of Texas 0.88% Add +12.8% 1,075,250 $185.5M
Cetera Investment Advisers 0.40% Add +3.8% 1,072,099 $184.9M
Capital International Sarl 4.71% Add +5.2% 1,061,944 $183.2M
Compagnie Lombard Odier SCmA 2.84% Add +20.5% 1,060,148 $182.9M
Huntington National Bank 1.76% Add +7.5% 1,056,519 $182.3M
Wealth Enhancement Advisory Services, LLC 0.39% Add +13.1% 1,049,549 $181.0M
Factory Mutual Insurance Co. 1.85% Add +8.6% 1,037,145 $178.9M
Amalgamated Bank 1.47% Add +9.2% 1,034,851 $178.5M
Captrust Financial Advisors 0.53% Add +0.3% 1,025,690 $176.9M
Credit Agricole S A 0.92% Add +61.3% 1,018,709 $175.7M
AMF Tjanstepension AB 1.25% Reduce -4.3% 1,014,616 $175.1M
Commerzbank Aktiengesellschaft 4.66% Add +520.0% 1,014,591 $175.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.10% Add +5.9% 1,013,323 $174.8M
Man Group plc 0.51% Reduce -11.4% 998,128 $172.2M
Osaic Holdings, Inc. 0.39% Reduce -5.8% 994,235 $171.5M
Zacks Investment Management 1.48% Reduce -12.6% 989,828 $170.7M
Agf Management Ltd. 0.86% Add +53.3% 974,228 $168.1M
TCW Group Inc. 1.46% Reduce -6.3% 966,045 $166.6M
Teachers Retirement System of the State of Kentucky 1.44% Reduce -18.8% 958,690 $165.4M
NewEdge Advisors, LLC 1.07% Add +0.8% 957,774 $165.2M
Bridgewater Associates 0.93% Add +290.6% 955,433 $164.8M
Prio Wealth Limited Partnership 4.82% Reduce -3.5% 954,643 $164.7M
EP Wealth Advisors, LLC 1.41% Add +0.5% 951,118 $164.1M
Primecap Management Co. 0.12% Reduce -0.4% 950,635 $164.0M
Czech National Bank 1.65% Add +14.2% 948,249 $163.6M
Pinebridge Investments, L.P. 1.22% Reduce -3.2% 938,909 $162.0M
Fort Pitt Capital Group, LLC 4.54% Add +26.9% 935,816 $161.4M
Massachusetts Financial Services Co. 0.05% Add +15.4% 935,411 $161.4M
Employees Retirement System of Texas 1.64% Reduce -6.7% 926,869 $159.9M
Mercer Global Advisors Inc. 0.37% Reduce -68.6% 952,004 $159.5M
Gateway Investment Advisers LLC 1.74% Reduce -3.9% 916,538 $158.1M
IFM Investors Pty Ltd 1.51% Add +0.8% 912,840 $157.5M
QRG Capital Management, Inc. 1.67% Add +2.6% 896,707 $154.7M
USS Investment Management Ltd 1.13% Reduce -2.8% 893,853 $154.1M
Clark Capital Management Group, Inc. 1.04% Reduce -11.2% 882,049 $152.2M
Blue Whale Capital LLP 11.67% Add +39.2% 869,245 $149.9M
Unisphere Establishment 1.39% Add +1032.9% 849,700 $146.6M
Cincinnati Insurance Co. 2.44% Reduce -57.9% 844,979 $145.8M
First Financial Bankshares Inc 3.02% Add +0.1% 832,667 $143.6M
Ferguson Wellman Capital Management, Inc. 2.74% Reduce -1.2% 821,716 $141.7M
FUKOKU MUTUAL LIFE INSURANCE Co 10.05% Add +0.1% 815,318 $140.6M
Groupama Asset Managment 3.69% Reduce -43.6% 1,014,931 $140.6M
Paradigm Capital Management Inc. 6.19% No change 809,000 $139.6M
Swiss Life Asset Management Ltd 1.58% Reduce -3.5% 807,977 $139.3M
Sanctuary Advisors, LLC 0.87% Add +9.1% 838,926 $137.8M
Cibc World Markets Corp. 1.00% Reduce -60.4% 796,246 $137.4M
Carmignac Gestion 2.27% Reduce -43.0% 786,770 $135.7M
LBP Am SA 2.03% Add +183.3% 783,659 $135.2M
Creative Planning 0.13% Reduce -0.2% 779,322 $133.4M
Railway Pension Investments Ltd 1.58% Reduce -0.5% 764,690 $131.9M
LGT Group Foundation 2.16% Reduce -8.8% 771,457 $131.7M
DAVENPORT & Co LLC 0.76% No change 752,923 $129.9M
Utah Retirement Systems 1.46% Add +0.5% 752,600 $129.8M
Dorsal Capital Management, LP 4.18% Add +7.1% 750,000 $129.4M
Holocene Advisors, LP 0.52% New 749,623 $129.3M
DekaBank Deutsche Girozentrale 0.24% Reduce -90.3% 757,234 $128.1M
Jones Financial Companies LLLP 0.13% Add +42.2% 739,069 $127.6M
Great Lakes Advisors, LLC 1.06% Add +2.3% 737,314 $127.2M
Verition Fund Management LLC 0.97% Add +103.2% 734,850 $126.8M
Vontobel Holding Ltd. 0.41% Reduce -10.1% 732,610 $126.4M
Atalanta Sosnoff Capital, LLC 2.71% Add +6.0% 732,228 $126.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 1.26% — 713,390 $123.1M
Klingenstein Fields & Co. LP 4.88% Reduce -1.2% 710,943 $122.6M
D.A. Davidson & Co. 1.01% Reduce -0.8% 706,380 $121.9M
Marex Group Ltd 2.76% Reduce -47.0% 701,776 $121.1M
Danica Pension, Livsforsikringsaktieselskab 2.33% Add +235.6% 698,744 $120.5M
Shelton Capital Management 3.07% Add +6.0% 692,967 $119.5M
Whittier Trust Co. 1.59% Add +4.7% 689,858 $119.0M
Donaldson Capital Management, LLC 4.55% Add +0.9% 686,007 $118.3M
Sapient Capital LLC 2.37% Add +0.2% 684,937 $118.2M
State of Alaska, Department of Revenue 1.25% Add +7.5% 684,920 $118.1M
Eastern Bank 2.10% Add +104.5% 678,241 $117.0M
Cornerstone Investment Partners, LLC 5.77% Reduce -6.3% 676,440 $116.7M
Blair William & Co. 0.34% Add +3.4% 675,467 $116.5M
Pacer Advisors, Inc. 0.25% Reduce -3.3% 672,925 $116.1M
Border to Coast Pensions Partnership Ltd 2.37% Add +0.3% 674,368 $116.0M
Summit Trail Advisors, LLC 2.85% Add +0.9% 666,622 $115.0M
Cambridge Investment Research Advisors, Inc. 0.39% Add +12.2% 663,970 $114.5M
Varma Mutual Pension Insurance Co 0.90% Reduce -4.3% 671,330 $114.0M
Ancora Advisors LLC 2.59% Reduce -0.4% 659,213 $113.7M
PointState Capital LP 3.10% Add +131.0% 652,757 $112.6M
Profund Advisors LLC 4.24% Reduce -8.0% 649,316 $112.0M
First Pacific Advisors, LP 1.57% Reduce -24.4% 642,120 $110.8M
New York Life Investment Management LLC 1.04% Add +3.4% 620,199 $107.0M
Louisiana State Employees Retirement System 1.95% Add +0.3% 615,600 $106.2M
CCLA Investment Management 1.63% Reduce -90.0% 66,714 $105.9M
Erste Asset Management GmbH 1.27% Add +26.6% 612,288 $105.7M
Public Employees Retirement Association of Colorado 0.42% Add +0.1% 611,682 $105.5M
Capital International Ltd. 4.54% Reduce -7.2% 611,292 $105.4M
O'shaughnessy Asset Management, LLC 0.94% Add +6.2% 576,230 $105.1M
Heritage Investors Management Corp. 3.49% Reduce -0.8% 608,004 $104.9M
ICONIQ Capital, LLC 2.25% Add +1.7% 605,762 $104.5M
MAI Capital Management 0.99% Add +1.6% 600,311 $103.6M
Fort Washington Investment Advisors Inc. 0.63% Reduce -7.6% 598,701 $103.3M
Yousif Capital Management, LLC 1.11% Add +4.5% 593,911 $102.4M
Mutual of America Capital Management LLC 1.08% Add +3.7% 592,630 $102.2M
FIL Ltd 0.09% Add +43.5% 591,949 $102.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.09% Add +4.7% 584,521 $100.8M
Flputnam Investment Management Co. 1.79% Reduce -2.3% 578,271 $99.5M
Steward Partners Investment Advisory, LLC 0.92% Add +15.5% 574,435 $99.1M
Northwestern Mutual Wealth Management Co. 0.09% Add +22.5% 574,016 $99.0M
Vaughan David Investments LLC 2.27% Reduce -2.6% 572,866 $98.8M
Sit Investment Associates Inc. 2.20% Reduce -5.5% 570,207 $98.4M
NorthCrest Asset Manangement, LLC 2.96% Add +14.8% 566,980 $97.8M
Contour Asset Management LLC 3.23% Add +29.3% 566,674 $97.8M
Adell Harriman & Carpenter Inc. 7.07% Reduce -0.5% 563,892 $97.3M
Connor, Clark & Lunn Investment Management Ltd. 0.47% Reduce -65.7% 561,442 $96.8M
Williams Jones Wealth Management, LLC. 1.14% Add +1.2% 561,229 $96.8M
Artemis Investment Management LLP 1.47% Add +260.5% 559,267 $96.5M
CENTRAL TRUST Co 2.26% Reduce -3.6% 558,254 $96.3M
APG Asset Management N.V. 0.63% Reduce -83.2% 617,314 $95.4M
Financial Counselors Inc. 1.41% Add +9.2% 552,183 $95.3M
Randolph Co Inc 11.06% No change 551,810 $95.2M
Vanguard Personalized Indexing Management, LLC 1.50% Add +11.7% 541,675 $93.4M
Panagora Asset Management Inc. 0.44% Reduce -53.3% 538,490 $92.9M
Logan Capital Management Inc. 3.83% Reduce -2.1% 538,454 $92.9M
BI Asset Management Fondsmaeglerselskab A/S 1.60% Add +38.7% 536,511 $92.5M
Cullen/Frost Bankers, Inc. 1.25% Add +23.5% 532,376 $91.8M
Perpetual Ltd 0.99% Reduce -4.8% 528,950 $91.2M
Aristotle Atlantic Partners, LLC 2.80% Add +19.4% 522,398 $90.1M
Moody LYNN Lieberson & Walker, LLC 5.55% Reduce -10.1% 521,994 $90.0M
Cresset Asset Management, LLC 0.35% Add +6.3% 521,912 $90.0M
UMB Bank, n.a. 1.40% Reduce -8.2% 521,880 $90.0M
Cwm, LLC 0.39% Add +15.6% 519,912 $89.7M
Glenview Trust Co 1.72% Add +1.6% 519,772 $89.7M
Harvard Management Co. Inc. 5.16% Add +76.1% 519,500 $89.6M
Sequoia Financial Advisors, LLC 0.95% Add +6.3% 515,245 $88.9M
J. Safra Sarasin Holding AG 1.53% Add +6.8% 512,430 $88.4M
Bristol Gate Capital Partners Inc. 4.04% Reduce -0.4% 511,058 $88.2M
Abn Amro Investment Solutions 1.54% Add +1.5% 508,825 $87.8M
CIBC Private Wealth Group LLC 0.16% Reduce -53.5% 507,702 $87.6M
GW&K Investment Management, LLC 0.75% Reduce -8.8% 507,629 $87.6M
Baron Capital (BAMCO) 0.23% Add +26.1% 505,072 $87.1M
National Philanthropic Trust 1.58% Add +0.7% 504,660 $87.1M
Focus Partners Wealth 0.28% Add +17.0% 503,527 $86.8M
Prudential PLC 0.43% Add +8.1% 498,124 $85.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.86% Reduce -0.8% 496,543 $85.6M
Scotia Capital Inc. 0.45% Reduce -88.9% 481,779 $83.1M
Ilmarinen Mutual Pension Insurance Co 0.89% Add +2.1% 475,000 $81.9M
ZWJ Investment Counsel Inc. 3.33% Reduce -4.6% 471,909 $81.4M
B. Metzler seel. Sohn & Co. Holding AG 0.80% — 466,724 $80.5M
B. Metzler seel. Sohn & Co. AG 0.80% Reduce -4.2% 466,724 $80.5M
Pathstone Holdings, LLC 0.36% Reduce -0.3% 465,793 $80.3M
Mediolanum International Funds Ltd 1.12% Add +4.6% 465,338 $80.2M
Pinnacle Associates Ltd. 1.36% Reduce -87.3% 71,431 $79.7M
Crossmark Global Holdings, Inc. 1.42% Add +38.6% 456,638 $78.8M
MML Investors Services, LLC 0.28% Add +4.5% 453,009 $78.1M
Wealthfront Advisers LLC 0.24% Add +2.5% 451,202 $77.8M
Marco Investment Management LLC 6.71% Add +0.4% 450,085 $77.6M
LMR Partners LLP 2.18% Add +130.8% 449,557 $77.5M
Tiaa Trust, National Association 0.23% Add +12.3% 445,710 $76.9M
Modera Wealth Management, LLC 0.97% Reduce -4.8% 440,582 $76.0M
Analog Century Management LP 5.14% Add +20.1% 438,691 $75.7M
Woodley Farra Manion Portfolio Management Inc. 3.80% Reduce -0.6% 437,642 $75.5M
United Services Automobile Association 1.92% Reduce -26.2% 436,761 $75.3M
WASHINGTON TRUST Co 2.63% Reduce -4.7% 434,702 $75.0M
Bridges Investment Management Inc. 1.05% Reduce -0.4% 433,424 $74.8M
AE Wealth Management LLC 0.68% Add +822.1% 431,653 $74.5M
NEOS Investment Management LLC 2.24% Add +20.5% 429,130 $74.0M
Lido Advisors, LLC 0.56% Add +9.4% 424,902 $73.3M
Elo Mutual Pension Insurance Co 1.55% Add +4.0% 420,275 $72.5M
Rakuten Investment Management, Inc. 0.42% Add +33.2% 419,452 $72.4M
Wesbanco Bank Inc. 2.44% Reduce -3.4% 415,715 $71.7M
Nomura Holdings Inc. 0.55% Add +338.7% 412,967 $71.2M
Stephens Inc. 0.99% Reduce -7.8% 405,473 $69.9M
NewEdge Wealth, LLC 1.26% Add +15.8% 403,341 $69.6M
Harvest Fund Management Co., Ltd 4.11% Add +25.5% 400,759 $69.1M
BNP Paribas 2.86% Add +41.1% 399,897 $68.9M
Oregon Public Employees Retirement Fund 1.29% Add +6.5% 398,546 $68.7M
Vestor Capital, LLC 5.40% Add +8.0% 398,128 $68.7M
Altimeter Capital Management 1.01% New 396,895 $68.5M
Argent Capital Management LLC 1.88% New 392,761 $67.8M
Cincinnati Specialty Underwriters Insurance CO 19.76% No change 389,500 $67.2M
Platinum Investment Management Ltd. 3.03% Reduce -61.9% 387,868 $66.9M
Banque Pictet & Cie SA 0.66% Reduce -11.9% 387,576 $66.9M
Tidal Investments LLC 0.74% Add +6.9% 386,644 $66.7M
Ieq Capital, LLC 0.81% Add +14.8% 383,648 $66.2M
Munro Partners 2.40% Add +2158.7% 381,715 $65.8M
Independent Financial Group, LLC 2.42% Add +25.0% 381,292 $65.8M
Covea Finance 2.88% Reduce -1.0% 380,700 $65.7M
First American Bank 4.67% Reduce -3.7% 376,714 $65.0M
Milestone Resources Group Ltd 2.24% Add +17284.2% 373,761 $64.5M
Signature Estate & Investment Advisors LLC 1.49% Reduce -2.0% 373,602 $64.4M
RNC Capital Management LLC 3.56% Reduce -90.0% 40,005 $64.2M
Campbell Newman Asset Management Inc. 4.82% Reduce -0.6% 371,704 $64.1M
Vident Advisory, LLC 1.61% Add +6.8% 371,072 $64.0M
Zevenbergen Capital Investments LLC 1.34% Reduce -0.5% 370,450 $63.9M
CHURCHILL MANAGEMENT Corp 0.73% Reduce -2.4% 367,706 $63.4M
Quantinno Capital Management LP 0.82% Add +39.8% 366,898 $63.3M
LVM Capital Management Ltd. 7.15% Reduce -90.0% 39,135 $62.8M
Oaktop Capital Management Ii, L.P. 6.83% No change 362,760 $62.6M
Maverick Capital 1.21% New 359,668 $62.0M
Fiduciary Trust Co 0.86% Reduce -1.3% 357,958 $61.7M
Chesley Taft & Associates LLC 2.87% Reduce -1.6% 348,790 $60.2M
Gulf International Bank (UK) Ltd 1.54% Reduce -3.6% 348,281 $60.1M
Sculptor Capital LP 1.85% New 347,670 $60.0M
Avalon Trust Co 4.43% Reduce -19.4% 347,246 $59.9M
Hosking Partners LLP 2.30% Reduce -4.6% 345,847 $59.7M
Intech Investment Management LLC 0.67% Add +26.2% 345,098 $59.5M
Northwest & Ethical Investments L.P. 1.57% Add +2.4% 343,673 $59.3M
Illinois Municipal Retirement Fund 0.84% Add +1.9% 342,362 $59.1M
Aptus Capital Advisors, LLC 0.89% Add +18.8% 341,287 $58.9M
MUFG Securities EMEA plc 2.37% Reduce -43.5% 336,196 $58.0M
Castle Hook Partners LP 1.73% Reduce -2.6% 335,158 $57.8M
Eagle Ridge Investment Management 5.03% Reduce -1.5% 332,414 $57.3M
Private Advisor Group, LLC 0.36% Add +1.9% 331,786 $57.2M
Oppenheimer & Co. Inc. 0.86% No change 326,678 $56.4M
Kentucky Retirement Systems 1.65% Reduce -1.2% 324,285 $55.9M
ABN AMRO Bank N.V. 0.77% Add +153.0% 327,111 $55.9M
Achmea Investment Management B.V. 0.92% Reduce -0.1% 322,948 $55.7M
Oppenheimer Asset Management Inc. 0.66% Reduce -7.2% 317,079 $54.7M
Allworth Financial LP 0.33% Reduce -90.0% 315,567 $54.4M
Meitav Investment House Ltd. 0.91% Add +17.1% 317,004 $54.4M
Advisors Asset Management, Inc. 0.99% Reduce -24.1% 313,794 $54.1M
Glenmede Trust Co. NA 0.26% Reduce -2.2% 310,009 $53.5M
TD Waterhouse Canada Inc. 0.43% Add +15.5% 316,494 $52.9M
Bokf, NA 0.94% Reduce -9.3% 307,334 $52.8M
Beacon Pointe Advisors, LLC 0.61% Reduce -0.3% 305,894 $52.8M
F/m Investments LLC 1.65% Add +38.3% 303,948 $52.4M
Federation des caisses Desjardins du Quebec 0.26% Reduce -3.6% 302,523 $52.2M
Mizuho Securities USA LLC 1.12% Reduce -10.1% 301,844 $52.1M
Busey Bank 1.68% Reduce -11.4% 297,888 $51.4M
Atria Investments, Inc 0.64% Reduce -0.3% 297,114 $51.3M
Zweig-DiMenna Associates LLC 5.18% Add +7.0% 295,881 $51.0M
Tree Line Advisors (Hong Kong) Ltd. 11.82% Add +10.5% 295,000 $50.9M
Stock Yards Bank & Trust Co. 1.64% Reduce -1.2% 294,713 $50.8M
Adams Diversified Equity Fund, Inc. 1.86% Add +136.4% 293,200 $50.6M
Hartford Investment Management Co. 1.66% Add +5.0% 292,968 $50.5M
Todd Asset Management LLC 1.18% Reduce -42.4% 292,800 $50.5M
Daiichi Life Insurance Co., Ltd. 1.27% Reduce -11.3% 291,996 $50.4M
Stillwater Capital Advisors, LLC 6.50% Reduce -1.6% 291,402 $50.3M
FineMark National Bank & Trust 1.74% Reduce -1.4% 290,174 $50.1M
Verity & Verity, LLC 4.83% Add +0.1% 285,901 $49.3M
Yarbrough Capital, LLC 2.00% No change 285,190 $49.2M
Whittier Trust Co. of Nevada Inc. 1.26% Add +12.8% 283,635 $48.9M
Liontrust Investment Partners LLP 0.68% Reduce -90.0% 30,000 $48.2M
&partners 0.93% Add +363.5% 278,071 $48.0M
Global X Japan Co., Ltd. 6.13% Add +4.0% 277,948 $47.9M
Hancock Whitney Corp. 1.54% Add +16.3% 276,324 $47.7M
Meritage Portfolio Management 2.89% Reduce -9.2% 273,439 $47.2M
Benjamin Edwards Inc. 0.69% Add +609.9% 273,314 $47.2M
Kestra Advisory Services, LLC 0.26% Reduce -12.2% 272,987 $47.1M
Envestnet Portfolio Solutions, Inc. 0.15% Add +3.4% 272,536 $47.0M
Prime Capital Investment Advisors, LLC 0.67% Add +4.0% 272,139 $46.9M
Moran Wealth Management, LLC 1.44% Reduce -2.3% 271,729 $46.9M
Harvest Portfolios Group Inc. 1.55% Add +74.3% 270,240 $46.6M
Acadian Asset Management LLC 0.14% Reduce -19.2% 267,055 $46.1M
Conning Inc. 1.59% Reduce -8.2% 266,319 $45.9M
United Capital Financial Advisors, LLC 0.37% Reduce -2.4% 262,889 $45.3M
Guardian Capital LP 1.66% Reduce -0.5% 262,143 $45.2M
Maryland State Retirement & Pension System 0.95% Reduce -26.2% 261,668 $45.1M
Cypress Funds LLC 5.86% Reduce -20.7% 261,613 $45.1M
Dakota Wealth Management 1.02% Reduce -9.2% 261,296 $45.1M
Banco Santander, S.A. 0.53% No change 260,870 $45.0M
Metis Global Partners, LLC 1.40% Add +6.7% 259,820 $44.8M
Renaissance Group LLC 1.84% Reduce -10.6% 259,565 $44.8M
GTS Securities LLC 0.90% Reduce -29.6% 258,708 $44.6M
Andra AP-fonden 0.66% Add +19.5% 258,200 $44.5M
Point72 Asset Management 0.16% Reduce -83.1% 258,104 $44.5M
Securian Asset Management, Inc. 1.28% Add +2.8% 257,454 $44.4M
Azimuth Capital Investment Management LLC 1.72% Add +0.3% 257,139 $44.4M
Woodline Partners LP 0.37% Add +429.6% 256,870 $44.3M
Cadence Bank 3.05% Reduce -4.3% 256,196 $44.2M
Raymond James Trust N.A. 0.96% Reduce -0.6% 256,130 $44.2M
Highland Capital Management, LLC 2.52% Reduce -0.4% 255,801 $44.1M
Ami Asset Management Corp. 2.38% Add +3058.2% 255,185 $44.0M
Braun Stacey Associates Inc. 1.67% Reduce -90.9% 254,890 $44.0M
Addenda Capital Inc. 1.56% Add +15.7% 253,636 $43.8M
Crescent Park Management, L.P. 19.11% Reduce -14.0% 253,533 $43.7M
SpiderRock Advisors, LLC 0.94% Add +32.0% 253,158 $43.7M
Community Trust & Investment Co. 2.77% Reduce -0.8% 253,001 $43.6M
Valley Wealth Managers, Inc. 3.23% Reduce -2.6% 252,597 $43.6M
Sumitomo Mitsui Financial Group, Inc. 0.97% Add +1.5% 250,439 $43.2M
Ardmore Road Asset Management LP 5.56% New 250,000 $43.1M
First Horizon Advisors, Inc. 1.20% Add +5.2% 249,389 $43.0M
Rwa Wealth Partners, LLC 0.54% Add +2.6% 248,682 $42.9M
Main Street Research LLC 2.68% Add +2.1% 246,686 $42.6M
Dana Investment Advisors, Inc. 1.40% Reduce -4.5% 245,931 $42.4M
Ameritas Investment Partners, Inc. 1.38% No change 245,371 $42.3M
TCV Trust & Wealth Management, Inc. 3.79% Reduce -3.2% 245,042 $42.3M
Empower Advisory Group, LLC 0.14% Add +627.5% 243,657 $42.0M
Mesirow Financial Investment Management, Inc. 0.81% Add +2.4% 243,361 $42.0M
Brown Advisory Inc. 0.05% Reduce -13.3% 242,806 $41.9M
OVERSEA-CHINESE BANKING Corp Ltd 1.17% Add +87.9% 240,299 $41.7M
SouthState Bank Corp 2.87% Reduce -13.3% 241,219 $41.6M
Avantax Advisory Services, Inc. 0.27% Add +0.7% 240,856 $41.5M
Duquesne Family Office 1.45% New 239,980 $41.4M
Farmers & Merchants Investments Inc. 1.27% Reduce -1.0% 236,760 $40.8M
Howard Capital Management, LLC 0.67% Add +194.7% 235,820 $40.7M
Advisory Services Network, LLC 0.82% Reduce -90.0% 24,764 $39.8M
Blue Chip Partners, LLC 3.44% Reduce -2.7% 229,672 $39.6M
Norinchukin Bank, The 0.93% Add +20.6% 228,883 $39.5M
Prospera Financial Services Inc 1.00% Add +8.9% 226,192 $39.0M
Synovus Financial Corp. 0.45% Reduce -5.3% 223,727 $38.6M
Mar Vista Investment Partners LLC 2.45% Reduce -28.6% 222,865 $38.4M
Aureus Asset Management, LLC 2.51% Reduce -0.2% 222,001 $38.3M
First National Trust Co 1.47% Add +1.4% 221,116 $38.1M
NorthCoast Asset Management LLC 0.27% Add +20.9% 276,650 $38.0M
Pacific Heights Asset Management LLC 2.83% No change 220,000 $38.0M
Livforsakringsbolaget Skandia, Omsesidigt 2.04% Add +40.6% 219,863 $37.9M
GMO 0.12% Add +95.2% 214,772 $37.0M
Arrowstreet Capital, Limited Partnership 0.03% Reduce -31.1% 214,736 $37.0M
Kestra Private Wealth Services, LLC 0.68% Add +5.0% 214,258 $37.0M
William Blair Investment Management, LLC 0.09% Add +24.2% 213,828 $36.9M
Obermeyer Wealth Partners 1.97% Reduce -1.5% 213,273 $36.8M
AIA Group Ltd 0.95% Reduce -4.1% 213,026 $36.7M
New Mexico Educational Retirement Board 1.24% Reduce -3.8% 212,960 $36.7M
Gotham Asset Management 0.38% Add +3.3% 210,191 $36.3M
Phoenix Financial Ltd. 0.53% Add +43.1% 209,631 $36.2M
Segment Wealth Management, LLC 2.47% Reduce -10.8% 208,345 $35.9M
Meiji Yasuda Asset Management Co Ltd. 1.37% Add +0.6% 208,209 $35.9M
Nicholas Hoffman & Company, LLC. 1.51% No change 207,601 $35.8M
Howe & Rusling Inc. 3.06% Add +1.0% 206,239 $35.6M
Vinva Investment Management Ltd 1.50% Add +16.9% 205,509 $35.5M
Slow Capital, Inc. 5.43% Reduce -0.2% 205,301 $35.4M
Jupiter Asset Management Ltd. 0.31% Reduce -8.8% 205,060 $35.4M
Oddo BHF Asset Management Sas 1.76% — 204,624 $35.3M
Apollon Wealth Management, LLC 1.00% Add +12.8% 204,147 $35.2M
First Merchants Corp. 1.34% Reduce -4.1% 203,395 $35.1M
Copeland Capital Management, LLC 0.61% Reduce -4.3% 202,015 $34.8M
Stratos Wealth Partners, LTD. 0.51% Add +5.7% 201,844 $34.8M
Tower Research Capital LLC (TRC) 0.91% Reduce -66.1% 199,500 $34.4M
Valiant Capital Management, L.P. 4.67% Reduce -19.9% 197,940 $34.1M
Ethic Inc. 0.86% Reduce -90.5% 25,758 $34.1M
Orion Porfolio Solutions, LLC 0.34% Add +11.4% 196,032 $33.8M
Orion Portfolio Solutions, LLC 0.34% Add +11.4% 196,032 $33.8M
Burney Co./ 1.20% Reduce -16.0% 195,896 $33.8M
Albar Capital Ltd 7.57% Reduce -10.4% 195,323 $33.7M
Van Lanschot Kempen Investment Management N.V. 0.34% Add +8.9% 194,428 $33.5M
Nemes Rush Group LLC 4.86% Reduce -90.0% 25,243 $33.5M
M&R Capital Management Inc. 7.31% Reduce -1.4% 192,271 $33.2M
Hamilton Capital Partners Inc. 2.86% Reduce -6.8% 191,807 $33.1M
Capital Advisors Inc. 0.66% Reduce -29.1% 190,648 $32.9M
General American Investors Co. Inc. 2.28% Reduce -11.6% 190,000 $32.8M
Bank Pictet & Cie (Europe) AG 0.77% Add +86.3% 189,974 $32.8M
Generate Investment Management Ltd 2.19% Add +64.9% 189,725 $32.7M
Snowden Capital Advisors LLC 0.98% Reduce -10.4% 188,938 $32.6M
Osterweis Capital Management Inc. 1.96% Add +0.6% 188,881 $32.6M
ARS Investment Partners, LLC 2.92% Reduce -7.9% 188,774 $32.6M
Ledyard National Bank 2.98% Reduce -13.1% 188,676 $32.5M
Arcadia Investment Management Corp. 5.33% Reduce -5.1% 187,835 $32.4M
Independent Advisor Alliance 1.18% Add +3.2% 187,592 $32.4M
Moore Capital Management, LP 1.03% Add +11188.8% 187,394 $32.3M
Carnegie Investment Counsel 0.95% Add +4.4% 187,341 $32.3M
SteelPeak Wealth, LLC 1.43% Reduce -1.5% 186,830 $32.2M
Empowered Funds, LLC 0.50% Add +1.6% 185,724 $32.0M
Axxcess Wealth Management, LLC 0.81% Add +3.1% 184,840 $31.9M
Jag Capital Management, LLC 3.85% Reduce -6.6% 184,575 $31.8M
Kirr Marbach & Co. LLC 7.11% Add +0.2% 184,540 $31.8M
Vestcor Inc 1.00% Reduce -9.6% 183,566 $31.7M
Oak Ridge Investments LLC 2.76% Add +47.8% 183,357 $31.6M
Motley Fool Asset Management LLC 1.86% Reduce -2.4% 187,958 $31.5M
Jackson Wealth Management, LLC 3.75% Add +72.3% 182,127 $31.4M
Sterling Capital Management LLC 0.40% — 180,971 $31.2M
Sawgrass Asset Management LLC 3.25% Add +25.4% 180,886 $31.2M
Godsey & Gibb, Inc. 2.98% Reduce -1.3% 180,672 $31.2M
E. Ohman J:or Asset Management AB 0.77% Reduce -4.9% 180,600 $31.2M
Edgemoor Investment Advisors, Inc. 2.73% Reduce -0.3% 180,380 $31.1M
Janney Capital Management LLC 2.10% Reduce -0.6% 180,222 $31.1M
Beese Fulmer Investment Management, Inc. 2.66% Add +1.6% 179,414 $30.9M
ARS Wealth Advisors Group, LLC 3.78% Reduce -1.5% 178,167 $30.7M
Oak Associates Ltd. 2.06% No change 177,840 $30.7M
Alerus Financial NA 2.24% Reduce -6.8% 176,743 $30.5M
Cornerstone Advisors, LLC 1.20% Reduce -0.5% 176,200 $30.4M
Allianz SE 0.82% Add +4.2% 175,258 $30.2M
Edmond DE Rothschild Holding S.A. 0.49% Add +582.4% 174,906 $30.2M
TruWealth Advisors, LLC 1.84% Reduce -1.1% 174,310 $30.1M
MassMutual Private Wealth & Trust, FSB 0.86% Add +1.9% 174,505 $30.1M
Arnhold LLC 2.92% Reduce -0.2% 174,410 $30.1M
Carmel Capital Management L.L.C. 11.20% Reduce -1.3% 173,080 $29.9M
Bridgeway Capital Management, LLC 0.64% Add +1.8% 172,748 $29.8M
Diversified Trust Co. 0.75% Add +13.5% 172,695 $29.8M
Appleton Partners Inc. 2.19% Reduce -3.7% 172,660 $29.8M
Philadelphia Trust Co. 2.16% Reduce -1.3% 172,652 $29.8M
Transform Wealth, LLC 1.97% Reduce -7.0% 172,467 $29.8M
Atria Wealth Solutions, Inc. 0.32% Reduce -3.0% 171,207 $29.5M
Boston Common Asset Management, LLC 0.77% Reduce -5.5% 170,268 $29.4M
Junto Capital Management LP 0.66% New 169,085 $29.2M
Bradley Foster & Sargent Inc. 0.48% Add +5.7% 168,086 $29.0M
Eagle Rock Investment Company, LLC 4.82% Reduce -5.4% 166,693 $28.8M
Linscomb Wealth, Inc. 1.42% Reduce -4.1% 166,547 $28.7M
Crestwood Advisors Group, LLC 0.55% Add +3.5% 166,000 $28.6M
Investment Management Corp of Ontario 0.64% Add +47.6% 165,612 $28.6M
DigitalBridge Group, Inc. 2.25% Add +49.3% 164,181 $28.3M
First Citizens Bank & Trust Co. 0.62% Reduce -1.7% 162,525 $28.0M
Viking Fund Management LLC 4.54% Reduce -1.8% 162,100 $28.0M
Svenska Handelsbanken AB (publ) 14.07% Reduce -35.8% 161,747 $27.9M
Princeton Global Asset Management LLC 5.41% Add +3.4% 161,248 $27.8M
Atlantic Union Bankshares Corp 1.61% Reduce -0.3% 160,706 $27.7M
Motco 2.77% Reduce -11.2% 160,661 $27.7M
Smith Group Asset Management, LLC 2.30% Add +1729.8% 160,653 $27.7M
Alta Park Capital, LP 3.87% New 160,007 $27.6M
Gradient Investments LLC 0.57% Add +15.4% 159,957 $27.6M
Shell Asset Management Co. 1.21% — 159,774 $27.6M
Novare Capital Management LLC 2.33% Reduce -3.4% 159,488 $27.5M
Stonegate Investment Group, LLC 0.73% Add +54.8% 159,390 $27.5M
Franklin Street Advisors Inc. 1.85% Reduce -7.6% 159,353 $27.5M
Kayne Anderson Rudnick Investment Management LLC 0.06% Add +10.1% 159,127 $27.4M
E Fund Management Co., Ltd. 1.40% Add +31.4% 157,415 $27.2M
Palisade Capital Management, LP 0.81% Reduce -7.1% 156,619 $27.0M
Watchtower Advisors, LP 12.43% Reduce -43.9% 155,471 $26.8M
Bragg Financial Advisors, Inc 1.10% Reduce -1.8% 154,560 $26.7M
Picton Mahoney Asset Management 1.03% Reduce -27.9% 153,549 $26.5M
Moors & Cabot, Inc. 1.31% Add +1.1% 153,308 $26.4M
Crawford Investment Counsel Inc. 0.45% Add +4.8% 153,273 $26.4M
FourThought Financial Partners, LLC 3.13% Reduce -1.4% 153,133 $26.4M
Sienna Gestion 1.76% Add +26.0% 153,255 $26.4M
Edge Capital Group, LLC 1.17% Reduce -10.4% 152,472 $26.3M
Middleton & Co. Inc. 2.89% Add +6.0% 151,825 $26.2M
Allen Investment Management, LLC 0.31% Add +356.1% 151,689 $26.2M
Hantz Financial Services, Inc. 0.46% Add +1.8% 151,667 $26.2M
Banque Cantonale Vaudoise 1.08% Add +47.8% 151,627 $26.2M
China Universal Asset Management Co., Ltd. 2.88% Add +33.9% 151,370 $26.1M
Cannell & Spears LLC 0.51% Add +205.5% 151,145 $26.1M
Calamos Wealth Management LLC 1.36% Reduce -6.3% 150,775 $26.0M
Tocqueville Asset Management L.P. 0.40% Reduce -2.9% 148,774 $25.7M
Daymark Wealth Partners, LLC 1.08% Add +1.5% 147,659 $25.5M
Northwestern Mutual Investment Management Company, LLC 0.59% Add +6.4% 147,530 $25.4M
Covington Investment Advisors Inc. 3.82% Add +0.8% 147,497 $25.4M
CCM Investment Advisers LLC 2.83% Reduce -11.1% 147,070 $25.4M
Townsquare Capital LLC 0.30% Add +40.0% 145,517 $25.1M
UNIVEST FINANCIAL Corp 1.65% Add +286.4% 145,389 $25.1M
DDD Partners, LLC 2.72% Reduce -18.4% 145,268 $25.1M
Tower Bridge Advisors 2.63% Reduce -90.0% 144,682 $25.0M
Berkley W R Corp. 1.78% New 144,300 $24.9M
Choreo, LLC 0.36% Add +8.5% 147,943 $24.8M
Cardinal Capital Management, Inc. 1.02% Reduce -6.2% 143,565 $24.8M
Freestone Capital Holdings, LLC 0.86% No change 143,564 $24.8M
Empirical Finance, LLC 1.44% Add +2.4% 142,792 $24.6M
BTC Capital Management, Inc. 2.18% Add +0.9% 142,073 $24.5M
Peapack Gladstone Financial Corp. 0.35% Add +14.9% 141,934 $24.5M
Performance Wealth Partners, LLC 0.84% Add +6136.9% 141,578 $24.4M
Bleakley Financial Group, LLC 0.74% Reduce -3.8% 139,874 $24.1M
Pallas Capital Advisors LLC 1.02% Reduce -89.3% 139,817 $24.0M
Point72 Italy, S.r.l. 7.84% Add +57.8% 138,852 $24.0M
First Trust Direct Indexing L.P. 1.28% Add +10.3% 138,686 $23.9M
APG Asset Management US Inc. 0.16% Reduce -91.0% 142,709 $23.9M
B. Riley Wealth Advisors, Inc. 0.66% Reduce -27.5% 138,687 $23.9M
Fullerton Fund Management Co Ltd. 1.00% Reduce -52.4% 138,371 $23.9M
Kentucky Retirement Systems Insurance Trust Fund 1.65% Reduce -1.9% 137,819 $23.8M
Cyndeo Wealth Partners, LLC 1.66% Reduce -7.0% 137,552 $23.7M
Assenagon Asset Management S.A. 0.05% Reduce -96.0% 136,842 $23.6M
Johnson Investment Counsel Inc. 0.23% Add +0.5% 136,783 $23.6M
Richard C. Young & CO., LTD. 2.57% Add +0.3% 136,390 $23.5M
Woodmont Investment Counsel LLC 1.77% Add +1.7% 136,367 $23.5M
Naples Global Advisors, LLC 2.18% Reduce -1.7% 135,693 $23.4M
Strategy Asset Managers LLC 4.42% Reduce -19.8% 133,336 $23.0M
Traynor Capital Management, Inc. 1.87% Add +58.5% 133,191 $23.0M
Payden & Rygel 1.76% Reduce -16.7% 132,500 $22.9M
Capital Group Investment Management Pte. LTD. 4.60% Reduce -6.4% 132,484 $22.9M
World Investment Advisors 0.71% Add +501.6% 131,500 $22.7M
Albion Financial Group 1.57% Add +36.3% 131,253 $22.6M
Light Street Capital Management, LLC 5.59% Reduce -3.6% 130,900 $22.6M
Park Avenue Securities LLC 0.25% Reduce -2.8% 130,726 $22.6M
Argent Trust Co 0.93% Reduce -0.6% 130,467 $22.5M
Compass Wealth Management LLC 5.28% Reduce -6.7% 129,982 $22.4M
GLOBALT Investments LLC / GA 0.82% Reduce -4.6% 126,457 $21.8M
River Global Investors LLP 4.68% New 125,997 $21.7M
Mirae Asset Securities (usa) Inc. 1.26% Reduce -37.6% 125,878 $21.7M
Siemens Fonds Invest GmbH 1.72% Reduce -3.7% 165,766 $21.7M
Shorepoint Capital Partners LLC 4.93% Reduce -6.1% 125,416 $21.6M
Squarepoint Ops LLC 0.07% Add +0.3% 125,323 $21.6M
AlpInvest Partners B.V. 12.71% Reduce -55.0% 124,531 $21.5M
Nixon Peabody Trust Co. 1.79% Reduce -1.6% 124,470 $21.5M
HB Wealth Management, LLC 0.23% Add +24.1% 123,332 $21.3M
North Star Asset Management Inc. 0.95% Reduce -0.4% 123,075 $21.2M
Washington Trust Bank 2.03% Add +2435.6% 122,721 $21.2M
Jacobs Levy Equity Management, Inc. 0.08% Reduce -6.1% 122,506 $21.1M
Tokio Marine Asset Management Co. Ltd. 0.92% Add +6.7% 122,209 $21.1M
Sonora Investment Management Group, LLC 1.58% Add +3.9% 122,026 $21.0M
Dynamic Advisor Solutions LLC 0.63% Reduce -7.3% 121,774 $21.0M
Venturi Wealth Management, LLC 1.10% Add +246.9% 121,349 $20.9M
BOCHK Asset Management Ltd 6.22% Add +155.6% 121,150 $20.9M
CW Advisors, LLC 0.28% Add +10.0% 121,109 $20.9M
Renaissance Investment Group LLC 4.34% Reduce -4.9% 120,969 $20.9M
Walleye Capital LLC 0.24% Add +127.8% 120,541 $20.8M
Praxis Investment Management Inc. 1.31% Add +4.3% 120,490 $20.8M
Impax Asset Management Group plc 0.08% Reduce -1.5% 119,529 $20.6M
Deltec Asset Management LLC 4.04% Add +14.2% 118,630 $20.5M
Cozad Asset Management Inc. 1.95% Reduce -7.9% 118,433 $20.4M
Night Owl Capital Management, LLC 2.79% Add +4.0% 118,245 $20.4M
Aviance Capital Partners, LLC 2.69% Reduce -1.1% 118,083 $20.4M
Level Four Advisory Services, LLC 0.86% Reduce -1.4% 119,896 $20.4M
Dnca Finance 1.79% Add +62.6% 117,900 $20.3M
Integrated Wealth Concepts LLC 0.25% Add +5.0% 117,661 $20.3M
Caprock Group, LLC 0.74% Add +4.7% 117,658 $20.3M
Foster Victor Wealth Advisors, LLC 1.61% Reduce -88.5% 108,019 $20.1M
Concurrent Investment Advisors, LLC 0.60% Add +4.5% 116,360 $20.1M
Schmidt P J Investment Management Inc. 3.46% Reduce -1.2% 116,329 $20.1M
Buckingham Capital Management, Inc. 2.28% Reduce -8.5% 115,671 $20.0M
Westpac Banking Corp. 1.33% Add +17.8% 115,364 $19.9M
Miramar Capital, LLC 4.63% Reduce -3.8% 114,877 $19.8M
Duncker Streett & Co. Inc. 3.61% Reduce -1.6% 114,692 $19.8M
JB Capital LLC 1.13% Reduce -1.5% 114,505 $19.8M
Napean Trading & Investment Co (Singapore) PTE Ltd 4.81% Add +120.7% 114,385 $19.7M
South Dakota Investment Council 0.38% Add +2.9% 113,870 $19.6M
Thoroughbred Financial Services, LLC 1.27% Reduce -0.6% 113,775 $19.6M
Welch & Forbes LLC 0.25% Add +84.0% 113,540 $19.6M
Forbes J M & Co. LLP 1.91% Reduce -1.1% 113,500 $19.6M
Consolidated Investment Group LLC 2.90% No change 113,340 $19.6M
Lockheed Martin Investment Management Co. 0.90% Add +64.8% 113,056 $19.5M
Nilsine Partners, LLC 2.52% Reduce -1.9% 112,878 $19.5M
Elk River Wealth Management LLC 3.54% Add +1.4% 112,832 $19.5M
Sycomore Asset Management 3.19% Add +6.7% 107,982 $19.2M
Sumitomo Life Insurance Co. 0.38% Add +15.3% 111,383 $19.2M
Caption Management, LLC 2.06% New 110,800 $19.1M
Ashton Thomas Private Wealth, LLC 1.02% Reduce -0.5% 110,713 $19.1M
Plato Investment Management Ltd 1.55% Reduce -1.9% 110,703 $19.1M
Glass Wealth Management Co LLC 10.53% Add +0.4% 110,480 $19.1M
W.G. Shaheen & Associates DBA Whitney & Co 2.02% Add +0.9% 109,462 $18.9M
Lombard Odier Asset Management (Switzerland) SA 1.58% Add +6.7% 109,337 $18.9M
Nicola Wealth Management LTD. 1.49% New 109,000 $18.8M
Cantor Fitzgerald Investment Advisors L.P. 1.28% Reduce -55.4% 108,972 $18.8M
CreativeOne Wealth, LLC 0.64% Reduce -13.0% 108,345 $18.7M
WESPAC Advisors SoCal, LLC 4.31% Reduce -18.1% 108,128 $18.7M
DRW Securities, LLC 1.03% Add +13.4% 108,104 $18.6M
Alpine Woods Capital Investors, LLC 3.27% Reduce -3.6% 104,187 $18.6M
PGGM Investments 0.24% Add +73.3% 107,718 $18.6M
MBB Public Markets I LLC 1.58% Reduce -72.8% 107,710 $18.6M
Crestline Management, L.P. 1.06% Add +389.3% 107,635 $18.6M
Melqart Asset Management (UK) Ltd 1.82% Reduce -40.6% 107,502 $18.5M
Greenleaf Trust 0.16% Add +2.0% 107,469 $18.5M
Beacon Investment Advisory Services, Inc. 0.76% Reduce -0.7% 106,560 $18.4M
Alberta Investment Management Corp 0.17% Add +73.5% 106,380 $18.4M
Exencial Wealth Advisors, LLC 0.66% Add +741.0% 105,965 $18.3M
John G Ullman & Associates Inc. 2.63% Reduce -2.9% 105,940 $18.3M
OneDigital Investment Advisors LLC 0.21% Reduce -3.3% 105,761 $18.2M
American National Bank & Trust 2.14% Reduce -3.4% 105,383 $18.2M
Perigon Wealth Management, LLC 0.49% Add +3.7% 104,849 $18.1M
Laffer Tengler Investments, Inc. 4.41% Reduce -7.0% 104,830 $18.1M
Strategic Wealth Investment Group, LLC 1.94% Add +7396.5% 107,949 $18.1M
Capital Investment Counsel, LLC 3.12% Reduce -3.8% 104,587 $18.0M
Romano Brothers and Company 2.23% Add +2.7% 103,615 $17.9M
Hedeker Wealth, LLC 4.72% Reduce -0.6% 103,286 $17.8M
Twin Capital Management Inc. 2.00% Reduce -2.4% 102,994 $17.8M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.56% Reduce -33.8% 102,866 $17.7M
Jackson Square Capital, LLC 4.37% Add +1.7% 102,075 $17.6M
Hilltop Holdings Inc. 1.15% Add +285.5% 101,968 $17.6M
FRG Family Wealth Advisors LLC 3.14% Reduce -90.0% 101,827 $17.6M
McKinley Carter Wealth Services, Inc. 1.05% Reduce -3.9% 101,036 $17.4M
Itau Unibanco Holding S.A. 0.57% Reduce -21.9% 100,936 $17.4M
Overbrook Management Corp 3.99% Add +48.9% 100,778 $17.4M
Verdence Capital Advisors LLC 1.38% Add +1.9% 100,743 $17.4M
Legacy Private Trust Co. 1.16% Add +1.5% 100,258 $17.3M
Cumberland Partners Ltd 1.19% Add +35.3% 99,558 $17.2M
Davidson Investment Advisors 0.83% New 99,229 $17.1M
Pitcairn Co. 1.01% Reduce -9.2% 99,133 $17.1M
Capital Analysts, LLC 0.69% Add +1.4% 98,681 $17.0M
Foyston, Gordon & Payne Inc 4.24% Reduce -10.9% 98,527 $17.0M
Clearstead Advisors, LLC 0.26% Add +14.2% 98,117 $16.9M
Advisory Research Inc. 3.01% Reduce -2.1% 98,101 $16.9M
WINTON GROUP Ltd 1.19% Reduce -17.9% 98,072 $16.9M
Kingsview Wealth Management, LLC 0.36% Add +14.0% 97,869 $16.9M
Harrell Investment Partners, LLC 4.74% Reduce -6.1% 97,023 $16.7M
Western Wealth Management, LLC 0.95% Add +26.5% 96,685 $16.7M
Ossiam 0.32% Reduce -15.2% 96,648 $16.7M
Capital City Trust Co. 4.14% Reduce -0.9% 96,646 $16.7M
Harel Insurance Investments & Financial Services Ltd. 0.29% Add +97.5% 96,373 $16.6M
Northeast Financial Consultants Inc 0.73% Add +0.2% 96,129 $16.6M
Thompson Siegel & Walmsley LLC 0.25% Add +0.6% 95,935 $16.5M
Florida Trust Wealth Management Co 0.53% Reduce -1.1% 95,424 $16.5M
Goldstream Capital Management Ltd 7.40% Reduce -4.5% 94,850 $16.4M
Citizens Financial Group Inc. 0.33% Add +21.4% 94,792 $16.4M
Longbow Finance SA 1.74% Reduce -27.8% 94,757 $16.3M
Venture Visionary Partners LLC 0.72% Reduce -1.1% 94,445 $16.3M
Commonwealth Retirement Investments LLC 6.80% Reduce -1.3% 94,045 $16.2M
Cornerstone Wealth Group, LLC 1.34% Reduce -0.3% 93,766 $16.2M
Parcion Private Wealth LLC 1.35% Add +32.0% 93,764 $16.2M
Integrated Advisors Network LLC 0.77% Reduce -10.7% 93,228 $16.1M
Country Club Bank 1.07% Reduce -3.0% 92,766 $16.0M
Mitchell Capital Management Co. 2.78% Reduce -2.2% 92,259 $15.9M
Vantage Investment Partners, LLC 1.33% Reduce -0.2% 92,060 $15.9M
HUB Investment Partners, LLC 0.69% Add +7.1% 91,977 $15.9M
Bogart Wealth, LLC 0.75% Add +24.8% 91,722 $15.8M
Tenere Capital LLC 4.20% Add +28.1% 91,677 $15.8M
CSM Advisors, LLC 1.03% Reduce -4.0% 91,545 $15.8M
HighPoint Advisor Group LLC 0.92% Reduce -87.8% 91,371 $15.8M
Nwam LLC 0.96% Add +103.3% 91,326 $15.8M
Richard Bernstein Advisors LLC 0.34% Reduce -2.2% 90,674 $15.6M
Mission Wealth Management, LP 0.38% Reduce -6.4% 90,012 $15.5M
Bellwether Advisors, LLC 2.98% Add +11.4% 89,865 $15.5M
CX Institutional 0.69% Add +136.4% 89,587 $15.5M
Sustainable Insight Capital Management, LLC 7.00% Reduce -6.5% 89,520 $15.4M
Matthews International Capital Management LLC 2.58% Add +38.6% 89,415 $15.4M
Spectrum Wealth Counsel, LLC 1.80% Reduce -2.7% 88,597 $15.3M
Summit Financial, LLC 0.60% Add +8.5% 88,578 $15.3M
Steamboat Capital Partners, LLC 4.81% Reduce -2.0% 88,189 $15.2M
Fulton Bank, N.A. 0.58% Add +44.1% 88,057 $15.2M
Laird Norton Wetherby Wealth Management, LLC 0.69% Add +0.2% 87,905 $15.2M
Parallax Volatility Advisers, L.P. 0.46% Reduce -39.5% 87,870 $15.2M
Meeder Advisory Services, Inc. 0.98% Add +3.1% 87,561 $15.1M
Citizens National Bank Trust Department 3.18% Reduce -2.4% 87,545 $15.1M
Quest Investment Management LLC 1.76% Reduce -27.6% 87,268 $15.1M
Twin Tree Management, LP 0.35% Reduce -55.2% 86,727 $15.0M
Boothbay Fund Management, LLC 0.50% Reduce -4.8% 86,696 $15.0M
Greystone Financial Group, LLC 2.67% Add +15.1% 86,559 $14.9M
Chartwell Investment Partners, LLC 0.51% Reduce -17.4% 86,199 $14.9M
Sowell Financial Services LLC 0.69% New 86,171 $14.9M
Spirepoint Private Client, LLC 1.96% Add +0.7% 85,639 $14.8M
GAMMA Investing LLC 1.46% Add +23.6% 85,610 $14.8M
Cullen Investment Group, LTD. 2.20% Reduce -0.7% 85,428 $14.7M
Great Valley Advisor Group, Inc. 0.36% Add +5.1% 84,892 $14.6M
L & S Advisors Inc 1.71% Add +22.9% 84,831 $14.6M
Deepwater Asset Management, LLC 5.13% Reduce -2.3% 84,631 $14.6M
Ardsley Advisory Partners LP 2.76% New 84,500 $14.6M
SeaCrest Wealth Management, LLC 1.57% Reduce -2.8% 84,415 $14.6M
Hennion & Walsh Asset Management, Inc. 0.68% Add +17.5% 84,305 $14.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.39% Reduce -2.4% 84,104 $14.5M
Marsico Capital Management LLC 0.40% New 83,584 $14.4M
KP Management LLC 5.07% Reduce -7.2% 83,500 $14.4M
Centaurus Financial, Inc. 0.91% Add +17.4% 83,178 $14.3M
Fifth Third Wealth Advisors LLC 0.87% Add +24.9% 82,065 $14.2M
Reliant Investment Management, LLC 6.65% Add +0.6% 81,975 $14.1M
Coldstream Capital Management Inc. 0.30% Add +23.3% 81,711 $14.1M
Mgo One Seven LLC 0.61% Add +26.3% 81,601 $14.1M
Baldwin Investment Management, LLC 1.76% Reduce -1.1% 81,378 $14.0M
Global Retirement Partners, LLC 0.42% Add +2.0% 81,356 $14.0M
Ritholtz Wealth Management 0.42% Add +4.9% 81,296 $14.0M
Lanark Financial, Inc. 1.18% Reduce -4.5% 81,094 $14.0M
BSN CAPITAL PARTNERS Ltd 2.72% New 81,563 $14.0M
Lowe Brockenbrough & Co. Inc. 0.89% Reduce -38.5% 80,962 $14.0M
Bell & Brown Wealth Advisors, LLC 5.46% Reduce -0.7% 80,937 $14.0M
Centiva Capital, LP 0.63% Add +5185.9% 80,875 $14.0M
Congress Asset Management Co. 0.10% Reduce -26.7% 80,799 $13.9M
Frank, Rimerman Advisors LLC 0.98% Reduce -17.4% 80,501 $13.9M
Torray Investment Partners LLC 1.94% Add +4.7% 80,472 $13.9M
EverSource Wealth Advisors, LLC 0.88% Reduce -90.1% 80,459 $13.9M
Kentucky Farm Bureau Mutual Insurance Co 2.98% No change 80,000 $13.8M
Knights of Columbus Asset Advisors LLC 0.91% Reduce -7.2% 79,812 $13.8M
AustralianSuper Pty Ltd 0.07% Add +254.3% 79,791 $13.8M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.35% Reduce -35.8% 79,498 $13.7M
Savoie Capital LLC 1.67% No change 79,290 $13.7M
KCM Investment Advisors LLC 0.47% Add +1.5% 79,227 $13.7M
Paradiem, LLC 3.22% Add +2.4% 79,052 $13.6M
Signaturefd, LLC 0.26% Add +1.3% 78,977 $13.6M
Sheaff Brock Investment Advisors, LLC 1.19% Reduce -7.9% 78,646 $13.6M
Scott & Selber, Inc. 4.18% Reduce -0.8% 78,085 $13.5M
NWK Group, Inc. 5.44% Reduce -1.0% 77,531 $13.4M
Barometer Capital Management Inc. 3.84% Add +1.8% 77,194 $13.3M
GYL Financial Synergies, LLC 1.00% Reduce -1.0% 76,937 $13.3M
Kingswood Wealth Advisors, LLC 0.94% Reduce -9.0% 76,758 $13.2M
Boston Financial Mangement LLC 0.39% Reduce -19.8% 76,615 $13.2M
CPC Advisors, LLC 1.96% Add +2.8% 76,339 $13.2M
Eagle Capital Management, LLC 5.47% Reduce -0.5% 76,136 $13.1M
Horizon Investments, LLC 0.35% Add +41.3% 75,902 $13.1M
Ballentine Partners, LLC 0.22% Add +3.0% 75,791 $13.1M
Westover Capital Advisors, LLC 2.50% Add +6.1% 75,468 $13.0M
Resources Management Corp. /CT/ 1.75% Add +2.7% 75,188 $13.0M
LS Investment Advisors, LLC 1.91% Reduce -1.6% 75,000 $12.9M
Mane Global Capital Management LP 0.90% New 75,000 $12.9M
Davidson Kempner Capital Management LP 0.46% New 75,000 $12.9M
Sage Mountain Advisors LLC 1.09% Add +5.4% 74,264 $12.8M
HTLF Bank 1.39% Reduce -3.5% 74,158 $12.8M
Wealth Advisors of Tampa Bay, LLC 5.34% Reduce -0.2% 74,145 $12.8M
Systematic Alpha Investments, LLC 0.46% Reduce -90.0% 73,550 $12.7M
Covenant Asset Management, LLC 2.80% Reduce -2.6% 73,287 $12.6M
Strategic Wealth Partners, Ltd. 1.21% Add +3.4% 73,077 $12.6M
Sunbelt Securities, Inc. 1.23% Add +3.2% 72,831 $12.6M
Town & Country Bank & Trust CO dba First Bankers Trust CO 4.83% Reduce -2.9% 72,811 $12.6M
GAM Holding AG 0.99% Add +11.7% 72,007 $12.4M
Rheos Capital Works Inc. 0.65% Add +38.5% 72,000 $12.4M
Visionary Wealth Advisors 0.76% Reduce -10.5% 71,962 $12.4M
SFE Investment Counsel 2.57% Reduce -5.0% 71,399 $12.3M
Fogel Capital Management, Inc. 6.34% Reduce -3.4% 71,289 $12.3M
IHT Wealth Management, LLC 0.35% Add +5.6% 71,274 $12.3M
Parallel Advisors, LLC 0.29% Add +3.3% 70,838 $12.2M
Smith Salley Wealth Management 0.79% Add +6.7% 70,404 $12.1M
Regions Financial Corp. 0.09% Add +4.2% 70,318 $12.1M
Goelzer Investment Management, Inc. 0.66% No change 70,261 $12.1M
Concentric Capital Strategies, LP 0.76% Reduce -50.1% 70,220 $12.1M
Journey Advisory Group, LLC 1.45% Reduce -90.1% 7,507 $12.1M
RMR Wealth Builders 1.27% Reduce -0.5% 69,694 $12.0M
Lombard Odier Asset Management (Europe) Ltd 0.79% Reduce -2.3% 69,641 $12.0M
Clough Capital Partners L P 1.22% Add +2.8% 69,377 $12.0M
Lindbrook Capital, LLC 1.06% Add +0.4% 69,265 $11.9M
Nations Financial Group Inc, /Ia/ 0.87% Add +16.3% 69,210 $11.9M
Van Hulzen Asset Management, LLC 0.86% Reduce -25.4% 69,197 $11.9M
Columbia Asset Management 2.08% Reduce -6.1% 69,148 $11.9M
Eastover Investment Advisors LLC 5.57% Reduce -18.7% 68,963 $11.9M
First National Bank of Mount Dora, Trust Investment Services 2.69% Add +1.1% 68,843 $11.9M
Private Advisory Group LLC 1.50% Add +177.7% 68,829 $11.9M
Harbour Capital Advisors, LLC 2.74% Add +0.3% 63,840 $11.9M
Stokes Capital Advisors, LLC 3.04% Add +1.1% 68,714 $11.9M
Lake Street Advisors Group, LLC 0.55% Reduce -34.1% 68,674 $11.8M
Schonfeld Strategic Advisors LLC 0.10% Reduce -87.3% 68,515 $11.8M
Cypress Asset Management Inc. 2.93% Add +6.5% 68,151 $11.8M
Marietta Wealth Management, LLC 1.71% Reduce -1.4% 68,058 $11.7M
Geneva Partners, LLC 5.08% Reduce -0.3% 68,007 $11.7M
Loomis Sayles & Co. L P 0.02% Add +1.8% 67,858 $11.7M
Nicholas Investment Partners, LP 1.19% Add +2.3% 67,744 $11.7M
STF Management LP 5.29% Reduce -9.1% 67,418 $11.6M
Berkshire Capital Holdings Inc. 4.93% Reduce -28.7% 67,370 $11.6M
TD Private Client Wealth LLC 0.33% Add +3.7% 67,273 $11.6M
Parsons Capital Management Inc. 0.73% Reduce -1.3% 67,089 $11.6M
180 Wealth Advisors, LLC 1.82% Reduce -2.5% 67,052 $11.6M
Montag A & Associates Inc. 0.54% Reduce -8.3% 66,658 $11.5M
Rock Point Advisors, LLC 3.12% Reduce -3.5% 66,265 $11.4M
Bay Rivers Group 5.67% Reduce -0.5% 66,151 $11.4M
Ratan Capital Management LP 3.07% New 66,005 $11.4M
LaFleur & Godfrey LLC 1.57% New 65,920 $11.4M
Morse Asset Management, Inc 2.48% Reduce -0.3% 65,859 $11.4M
Diversify Advisory Services, LLC 0.61% Add +2.6% 63,276 $11.4M
Meridian Wealth Management, LLC 0.56% Reduce -3.4% 65,335 $11.3M
Equitable Holdings, Inc. 0.11% Add +48.7% 65,266 $11.3M
Evexia Wealth LLC 3.99% Reduce -90.5% 64,286 $11.3M
Fayez Sarofim & Co 0.03% Reduce -0.6% 65,140 $11.2M
Red Cedar Investment Management, LLC 1.42% Add +0.3% 65,035 $11.2M
Canal Capital Management, LLC 1.79% Add +1.4% 64,924 $11.2M
Principal Securities, Inc. 0.27% Add +40.1% 64,712 $11.2M
Premier Fund Managers Ltd 0.39% Reduce -54.2% 64,248 $11.1M
Front Row Advisors LLC 3.96% Reduce -2.1% 64,295 $11.1M
Orange Investment Advisors, Inc. 1.22% Reduce -11.6% 63,902 $11.0M
Transcend Capital Advisors, LLC 0.74% Add +1.9% 63,758 $11.0M
Kendall Capital Management 3.39% Reduce -1.8% 63,670 $11.0M
Procyon Advisors, LLC 0.75% Add +1.1% 63,431 $10.9M
Mutual Advisors, LLC 0.32% Reduce -89.9% 63,762 $10.9M
Impact Asset Management GmbH 4.19% — 63,230 $10.9M
Polar Asset Management Partners Inc. 0.38% New 63,000 $10.9M
Evergreen Capital Management LLC 0.36% Add +3.3% 62,943 $10.9M
Glassy Mountain Advisors, Inc. 3.80% Reduce -1.2% 62,646 $10.8M
Larson Financial Group LLC 0.61% Add +9.6% 62,439 $10.8M
Silicon Valley Capital Partners 1.40% Add +708.7% 62,351 $10.8M
Boyd Watterson Asset Management LLC 2.97% Reduce -18.3% 62,085 $10.7M
Merit Financial Group, LLC 0.24% Reduce -28.0% 62,055 $10.7M
Citizens Business Bank 2.16% Reduce -0.9% 62,018 $10.7M
Pittenger & Anderson Inc. 0.40% Reduce -3.2% 61,900 $10.7M
Moody National Bank Trust Division 1.14% Add +9.9% 61,779 $10.7M
Patton Albertson Miller Group, LLC 1.44% Add +2.3% 61,496 $10.6M
FengHe Fund Management Pte. Ltd. 3.13% Reduce -39.5% 61,400 $10.6M
Avitas Wealth Management LLC 1.49% Add +4.0% 61,277 $10.6M
Gladstone Institutional Advisory LLC 0.52% Add +7.9% 61,180 $10.6M
Garrison Asset Management, LLC 5.35% Reduce -10.4% 61,164 $10.6M
Spire Wealth Management 0.36% Add +16.3% 61,153 $10.5M
Aviso Financial Inc. 0.52% Add +3.5% 61,115 $10.5M
Nicholas Company, Inc. 0.17% No change 61,100 $10.5M
Pinnacle Wealth Management Advisory Group, LLC 1.00% Add +0.2% 60,762 $10.5M
Cordatus Wealth Management LLC 3.76% Add +42.9% 60,660 $10.5M
Capital Investment Advisors, LLC 0.21% Add +5.3% 60,541 $10.4M
ICICI Prudential Asset Management Co Ltd 1.10% Add +18.9% 60,497 $10.4M
Algert Global LLC 0.28% New 60,351 $10.4M
Sigma Planning Corp 0.32% Add +3.0% 60,259 $10.4M
Brown Brothers Harriman & Co. 0.07% Add +21.8% 60,259 $10.4M
Onex Canada Asset Management Inc. 1.21% Reduce -4.1% 60,140 $10.4M
Koshinski Asset Management, Inc. 0.90% Reduce -12.7% 59,944 $10.3M
Qtron Investments LLC 1.41% Add +5.5% 59,628 $10.3M
Blue Trust, Inc. 0.13% Reduce -84.4% 6,405 $10.3M
Westwood Wealth Management 4.02% Add +8.7% 59,500 $10.3M
Petredis Investment Advisors LLC 1.09% Add +3.2% 59,411 $10.2M
Forge First Asset Management Inc. 5.61% Add +105.9% 59,363 $10.2M
Graypoint LLC 0.66% Reduce -0.1% 59,302 $10.2M
Old Second National Bank of Aurora 2.47% Reduce -0.8% 59,286 $10.2M
McCarter Private Wealth Services LLC 6.47% — 59,277 $10.2M
Stratos Investment Management, LLC 0.71% Reduce -6.2% 59,221 $10.2M
Nan Shan Life Insurance Co., Ltd. 0.24% New 58,842 $10.2M
Intrust Bank NA 1.02% Add +0.2% 58,833 $10.1M
AMJ Financial Wealth Management 2.92% Reduce -7.0% 58,827 $10.1M
IFG Advisory, LLC 0.65% Add +13.7% 58,819 $10.1M
Horan Capital Advisors, LLC. 3.33% Reduce -2.9% 58,169 $10.0M
Hunter Associates Investment Management LLC 1.55% Reduce -0.1% 57,857 $10.0M
Kiley Juergens Wealth Management, LLC 2.59% New 57,853 $10.0M
Arkadios Wealth Advisors 0.56% Add +77.2% 57,692 $10.0M
LGT Fund Management Co Ltd. 1.03% Reduce -30.2% 58,055 $9.9M
Stony Point Capital LLC 2.36% Add +2.5% 57,198 $9.9M
Valeo Financial Advisors, LLC 0.28% Add +8.7% 56,826 $9.8M
Capstone Investment Advisors, LLC 0.34% Add +14.3% 56,634 $9.8M
Seaview Investment Managers LLC 2.93% Reduce -6.6% 56,567 $9.8M
Bailard, Inc. 0.25% Add +2.5% 56,567 $9.8M
Wedbush Securities Inc. 0.36% Reduce -23.8% 56,231 $9.7M
Wilmington Savings Fund Society, FSB 0.17% Add +399.2% 56,058 $9.7M
Peterson Wealth Services 3.07% Reduce -17.4% 55,772 $9.6M
Kennedy Capital Management LLC 0.21% Add +44.1% 55,685 $9.6M
Strategic Global Advisors, LLC 1.89% Reduce -0.9% 55,676 $9.6M
Community Financial Services Group, LLC 1.96% Reduce -0.1% 55,616 $9.6M
Connors Investor Services Inc. 0.93% New 55,809 $9.6M
Farther Finance Advisors, LLC 0.36% Add +41.6% 55,565 $9.6M
Spinnaker Trust 0.59% Add +37.2% 55,548 $9.6M
BDF-Gestion 1.02% Add +10.0% 138,490 $9.5M
Dupont Capital Management Corp. 0.79% Add +40.6% 55,124 $9.5M
Monetary Management Group Inc. 2.44% Add +1.4% 55,010 $9.5M
Cary Street Partners Investment Advisory LLC 0.35% Add +0.7% 54,936 $9.5M
Westwood Holdings Group Inc. 0.07% No change 54,838 $9.5M
First Trust Investment Solutions L.P. 1.06% Add +402.8% 54,756 $9.4M
Palogic Value Management, L.P. 3.83% Reduce -0.5% 54,730 $9.4M
Cooper Financial Group 1.22% Add +23.0% 54,614 $9.4M
James Investment Research, Inc. 1.09% Reduce -8.4% 54,588 $9.4M
Savant Capital, LLC 0.08% Add +28.3% 54,567 $9.4M
Syon Capital LLC 0.83% Add +11.5% 54,503 $9.4M
Composition Wealth, LLC 0.22% Add +14.9% 54,258 $9.4M
Signet Financial Management, LLC 1.19% Reduce -10.0% 54,207 $9.4M
Asio Capital, LLC 1.77% Reduce -1.1% 54,200 $9.3M
Geneos Wealth Management Inc. 0.36% Reduce -27.0% 54,069 $9.3M
RBA Wealth Management, LLC 3.59% Reduce -1.1% 53,996 $9.3M
Avantax Planning Partners, Inc. 0.33% Reduce -47.9% 53,965 $9.3M
Sandhill Capital Partners LLC 0.66% Add +0.4% 53,863 $9.3M
Susquehanna International Group Ltd. 1.96% Add +975.0% 53,750 $9.3M
Denali Advisors LLC 0.99% New 53,581 $9.2M
Sirios Capital Management L P 1.63% New 53,496 $9.2M
CloudAlpha Capital Management Limited/Hong Kong 1.28% New 53,177 $9.2M
ClariVest Asset Management LLC 0.94% Reduce -90.0% 5,713 $9.2M
Asset Dedication, LLC 0.62% Reduce -13.7% 53,049 $9.2M
Valicenti Advisory Services Inc. 2.35% Add +1.1% 53,045 $9.2M
PKO Investment Management Joint-Stock Co 1.13% Add +6.0% 53,000 $9.1M
Shaker Investments LLC 3.80% Add +0.2% 52,937 $9.1M
CoreCap Advisors, LLC 0.43% Add +66.7% 52,389 $9.0M
RDA Financial Network 2.80% Add +4.3% 52,224 $9.0M
Maxi Investments CY Ltd 2.40% Add +28.5% 52,078 $9.0M
Talbot Financial, LLC 1.09% New 51,745 $8.9M
Bancreek Capital Management, LP 5.62% Add +39.5% 51,624 $8.9M
Cavalier Investments, LLC 2.73% Add +206.7% 51,578 $8.9M
Mather Group, Llc. 0.11% Reduce -8.7% 51,542 $8.9M
Community Bank, N.A. 1.12% Reduce -6.3% 51,373 $8.9M
Analyst IMS Investment Management Services Ltd. 0.34% Add +26.3% 51,358 $8.9M
Kennedy Investment Group, Inc. 4.07% Add +9.1% 51,297 $8.8M
Stablepoint Partners, LLC 1.61% Reduce -90.3% 51,111 $8.8M
Wright Investors Service Inc. 2.30% Add +2.0% 50,977 $8.8M
Tectonic Advisors LLC 0.58% Add +6.2% 50,897 $8.8M
Ostrum Asset Management 0.72% Reduce -0.6% 50,614 $8.7M
Mattern Capital Management, LLC 1.10% Add +0.6% 50,600 $8.7M
Convergence Investment Partners, LLC 2.35% Add +98.0% 50,596 $8.7M
Greenwood Capital Associates LLC 1.14% New 50,567 $8.7M
Foster & Motley Inc. 0.55% Reduce -3.1% 50,293 $8.7M
Cypress Capital Group 0.97% Add +20.4% 50,290 $8.7M
Beck Capital Management, LLC 2.31% Add +15.7% 50,214 $8.7M
Wealth High Governance Capital Ltda 3.03% Reduce -72.2% 50,000 $8.6M
Lingotto Investment Management LLP 0.25% No change 50,000 $8.6M
Sound View Wealth Advisors Group, LLC 0.70% Add +9.5% 49,861 $8.6M
Quadrant Capital Group LLC 0.60% Add +0.5% 49,786 $8.6M
Vancity Investment Management Ltd 1.03% Reduce -56.9% 49,743 $8.6M
NorthRock Partners, LLC 0.28% Add +5.1% 49,663 $8.6M
Rathbones Group PLC 0.04% Add +6.1% 49,610 $8.6M
Symphony Financial, Ltd. Co. 1.41% Add +2.1% 49,518 $8.5M
Icon Wealth Advisors, LLC 0.71% Reduce -90.1% 49,451 $8.5M
Berry Wealth Group, LP 6.10% Reduce -7.3% 49,336 $8.5M
Truvestments Capital LLC 2.28% Add +4.0% 49,272 $8.5M
Independent Solutions Wealth Management, LLC 1.92% Reduce -5.3% 49,136 $8.5M
Waterloo Capital, L.P. 0.92% Reduce -12.2% 48,923 $8.4M
Strategic Investment Advisors / MI 0.92% Add +2.2% 48,717 $8.4M
Ascent Group, LLC 0.64% Reduce -2.6% 48,634 $8.4M
Turtle Creek Wealth Advisors, LLC 1.68% Add +2.4% 48,612 $8.4M
Flagship Harbor Advisors, LLC 0.46% Reduce -3.8% 48,427 $8.4M
Trust Asset Management LLC 0.67% No change 48,390 $8.3M
Rossmore Private Capital 1.03% Reduce -0.3% 48,164 $8.3M
Westmount Partners, LLC 2.50% Add +7.7% 48,129 $8.3M
Mystic Asset Management, Inc. 3.13% Reduce -1.1% 48,065 $8.3M
B.O.S.S. Retirement Advisors, LLC 1.66% New 47,907 $8.3M
Evercore Wealth Management, LLC 0.12% Add +1.1% 47,820 $8.2M
International Assets Investment Management, LLC 0.67% Add +194.8% 107,461 $8.2M
Oak Harvest Investment Services 1.18% Reduce -49.0% 47,656 $8.2M
Taikang Asset Management (Hong Kong) Co Ltd 0.87% Add +325.4% 47,644 $8.2M
Midwest Professional Planners, LTD. 2.50% Add +7.3% 47,492 $8.2M
Fortis Capital Management LLC 1.65% Add +12.9% 47,392 $8.2M
Bartlett & Co. Wealth Management LLC 0.12% Reduce -7.3% 47,357 $8.2M
Rothschild Investment LLC 0.54% Add +2.3% 47,356 $8.2M
SeaTown Holdings Pte. Ltd. 6.03% Reduce -23.2% 47,348 $8.2M
Moneta Group Investment Advisors LLC 0.12% Reduce -89.4% 47,322 $8.2M
Keystone Investors Pte Ltd. 0.60% Add +16.4% 47,205 $8.1M
Himension Capital (singapore) Pte. LTD. 0.63% Reduce -85.3% 47,072 $8.1M
Jamison Private Wealth Management, Inc. 1.23% Add +3.3% 46,989 $8.1M
Cigna Investments Inc. 1.43% Reduce -1.1% 46,721 $8.1M
Concord Wealth Partners 1.34% Add +6.1% 46,526 $8.0M
EFG Asset Management (North America) Corp. 1.33% Reduce -4.1% 46,254 $8.0M
Greater Midwest Financial Group, LLC 4.67% Reduce -90.4% 46,171 $8.0M
Checchi Capital Advisers, LLC 0.59% Reduce -2.8% 46,122 $8.0M
Wedmont Private Capital 0.45% Reduce -89.5% 45,412 $8.0M
Hohimer Wealth Management, LLC 1.71% Add +1.0% 46,015 $7.9M
Private Trust Co. NA 0.80% Reduce -0.2% 45,907 $7.9M
Claro Advisors Inc. 1.02% Add +14.6% 45,870 $7.9M
FAS Wealth Partners, Inc. 0.63% Add +7.6% 45,781 $7.9M
AMS Capital Ltda 1.37% Add +53.5% 45,520 $7.9M
Brady Family Wealth, LLC 2.35% Add +3.9% 45,392 $7.8M
Fidelis Capital Partners, LLC 0.93% Reduce -89.7% 45,110 $7.8M
Thames Capital Management LLC 2.43% Add +2131.8% 45,306 $7.8M
Legato Capital Management LLC 0.96% No change 45,080 $7.8M
Gabelli Funds LLC 0.06% Reduce -5.5% 45,055 $7.8M
Meiji Yasuda Life Insurance Co 0.14% Reduce -7.7% 45,005 $7.8M
Souders Financial Advisors 1.08% Reduce -11.3% 44,911 $7.7M
Baker Ellis Asset Management LLC 1.09% Add +2.4% 44,585 $7.7M
Moseley Investment Management Inc. 3.06% Reduce -2.5% 44,514 $7.7M
Prosperity Consulting Group, LLC 0.60% Add +34.1% 44,400 $7.7M
RFG Advisory, LLC 0.23% Add +17.6% 44,259 $7.6M
Concord Asset Management, LLC 1.72% Add +11.4% 44,235 $7.6M
Banco BTG Pactual S.A. 1.98% Add +36.8% 44,233 $7.6M
Doheny Asset Management 5.20% Add +6.3% 44,170 $7.6M
LMCG Investments, LLC 0.46% Reduce -0.2% 44,071 $7.6M
Dorsey Wright & Associates 1.78% Add +3.3% 43,634 $7.5M
Guardian Wealth Advisors, LLC / NC 0.81% Reduce -1.1% 43,524 $7.5M
Compound Planning, Inc. 0.47% Reduce -12.8% 43,505 $7.5M
Stonebrook Private Inc. 1.98% Reduce -6.1% 43,458 $7.5M
Amitell Capital Pte Ltd 5.61% New 43,409 $7.5M
Argonautica Private Wealth Management, Inc. 2.48% Add +0.4% 43,325 $7.5M
Wealthcare Advisory Partners LLC 0.21% No change 43,290 $7.5M
Neville Rodie & Shaw Inc. 0.55% Add +8.2% 43,285 $7.5M
Greenwood Gearhart LLC 0.62% Add +666.8% 43,246 $7.5M
B & T Capital Management DBA Alpha Capital Management 1.40% Reduce -3.7% 43,105 $7.4M
Oliver Luxxe Assets LLC 1.32% Reduce -3.2% 42,961 $7.4M
Cramer Rosenthal McGlynn LLC 0.41% New 42,951 $7.4M
Vise Technologies, Inc. 0.94% Add +37.4% 42,928 $7.4M
Chilton Investment Co. Inc. 0.19% Add +6.9% 42,759 $7.4M
MainStreet Investment Advisors LLC 0.98% Reduce -2.6% 42,724 $7.4M
Clean Yield Group 2.34% Add +11415.1% 42,606 $7.3M
Keebeck Wealth Management 1.07% Reduce -2.7% 42,605 $7.3M
Point Windward Advisors Inc. 2.78% Add +39.1% 42,442 $7.3M
Kintegral Advisory, LLC 0.67% Reduce -1.3% 42,385 $7.3M
Capital Investment Advisory Services, LLC 0.69% Reduce -1.0% 42,380 $7.3M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.76% Add +2.7% 42,228 $7.3M
Trust Point Inc. 0.55% Add +1.3% 42,186 $7.3M
Kornitzer Capital Management Inc. 0.13% Add +5.9% 42,142 $7.3M
Financial Advisory Partners, LLC 2.41% Reduce -5.6% 42,106 $7.3M
Balyasny Asset Management L.P. 0.02% Reduce -97.2% 42,030 $7.3M
Purus Wealth Management, LLC 3.06% No change 41,845 $7.2M
DE Burlo Group Inc. 0.89% Reduce -3.1% 41,810 $7.2M
Vestmark Advisory Solutions, Inc. 0.27% Add +0.4% 41,748 $7.2M
U.S. Capital Wealth Advisors, LLC 0.26% Reduce -0.2% 41,710 $7.2M
Quantum Private Wealth, LLC 2.42% No change 41,480 $7.2M
OAKMONT Corp 1.37% Reduce -18.6% 42,270 $7.1M
GM Advisory Group, LLC 0.43% Add +0.6% 41,192 $7.1M
Confluence Wealth Services, Inc. 0.52% Add +1.1% 41,163 $7.1M
Castle Rock Wealth Management, LLC 1.69% Add +25.3% 39,832 $7.1M
LVW Advisors, LLC 0.90% Reduce -5.0% 40,735 $7.0M
Archford Capital Strategies, LLC 1.06% Add +5.3% 38,482 $7.0M
Ingalls & Snyder LLC 0.28% Add +3.2% 40,642 $7.0M
Morton Community Bank 1.83% Reduce -3.1% 40,642 $7.0M
Hoey Investments, Inc. 1.34% Reduce -90.0% 4,365 $7.0M
ROI Financial Advisors, LLC 4.84% Reduce -3.6% 40,588 $7.0M
Royal Fund Management, LLC 0.49% Reduce -21.2% 40,411 $7.0M
Barrier Capital Management, LLC 6.45% New 40,340 $7.0M
Westend Capital Management, LLC 2.38% Add +4.2% 40,184 $6.9M
Riggs Asset Managment Co. Inc. 1.89% Reduce -15.9% 40,178 $6.9M
New Age Alpha Advisors, LLC 4.25% Add +297.9% 40,070 $6.9M
Annex Advisory Services, LLC 0.22% Reduce -3.4% 40,062 $6.9M
First Hawaiian Bank 0.22% Reduce -21.8% 39,975 $6.9M
MMBG Investment Advisors Co. 0.72% Reduce -2.4% 39,910 $6.9M
CMT Capital Markets Trading GmbH 3.12% Reduce -83.2% 39,653 $6.8M
BOK Financial Private Wealth, Inc. 0.49% Reduce -12.4% 39,487 $6.8M
Ascentis Independent Advisors 1.06% Add +14.2% 39,407 $6.8M
Concentric Wealth Management, LLC 1.66% Reduce -1.3% 39,380 $6.8M
Applied Finance Capital Management, LLC 0.29% Reduce -8.3% 39,360 $6.8M
Inspire Trust Co, N.A. 1.86% Add +128.9% 39,210 $6.8M
Little House Capital LLC 1.94% Add +8.8% 39,174 $6.8M
Wealthspire Advisors, LLC 0.07% Add +25.3% 39,121 $6.7M
Peoples Financial Services Corp. 3.06% Reduce -2.9% 39,110 $6.7M
Jump Financial, LLC 0.14% Reduce -90.2% 39,108 $6.7M
Harvest Investment Services, LLC 2.15% Add +22.6% 39,053 $6.7M
9258 Wealth Management, LLC 0.99% Reduce -0.7% 38,962 $6.7M
Ninety One SA (Pty) Ltd 1.47% Reduce -10.7% 38,924 $6.7M
Waverly Advisors, LLC 0.12% Reduce -0.6% 38,900 $6.7M
Elevation Point Wealth Partners, LLC 0.64% Add +65.5% 38,874 $6.7M
Soltis Investment Advisors LLC 0.65% Add +536.9% 38,849 $6.7M
Brookstone Capital Management 0.10% Reduce -89.0% 38,803 $6.7M
Field & Main Bank 2.38% Reduce -1.6% 38,750 $6.7M
Fragasso Financial Advisors Inc 0.51% Reduce -2.6% 38,555 $6.7M
Scissortail Wealth Management, LLC 1.61% Reduce -99.1% 391 $6.6M
Ridgecrest Wealth Partners, LLC 3.46% New 38,450 $6.6M
Pinkerton Wealth, LLC 0.96% Add +10.6% 38,444 $6.6M
Te Ahumairangi Investment Management Ltd 1.17% Reduce -13.8% 38,610 $6.6M
Equitable Trust Co. 0.42% Add +11.1% 38,349 $6.6M
Schear Investment Advisers, LLC 4.09% Add +12.9% 38,319 $6.6M
Hilton Capital Management, LLC 0.51% Add +82.7% 38,302 $6.6M
Financial Perspectives, Inc 2.29% Reduce -6.0% 38,265 $6.6M
HAP Trading, LLC 3.34% New 38,189 $6.6M
GPS Wealth Strategies Group, LLC 0.88% Add +6.0% 38,102 $6.6M
Chicago Capital, LLC 0.18% Add +0.6% 38,022 $6.6M
Alpha Omega Wealth Management LLC 1.20% Reduce -2.5% 37,800 $6.5M
Elite Wealth Management, Inc. 1.49% New 37,601 $6.5M
Clearstead Trust, LLC 1.55% Add +3.2% 37,498 $6.5M
Holderness Investments Co. 1.41% Add +3.5% 37,443 $6.5M
MGB Wealth Management, LLC 2.35% Add +0.1% 37,285 $6.4M
Virtu Financial LLC 0.35% Add +182.2% 37,215 $6.4M
Horizon Investment Services, LLC 2.74% Add +0.9% 37,125 $6.4M
Titleist Asset Management, LLC 0.92% Add +269.4% 37,019 $6.4M
Linden Thomas Advisory Services, LLC 0.87% Reduce -0.2% 36,945 $6.4M
Alcosta Capital Management, Inc. 3.81% Add +0.7% 36,919 $6.4M
Perkins Coie Trust Co 1.41% Reduce -0.3% 36,846 $6.4M
1834 Investment Advisors Co. 0.74% Reduce -19.3% 36,844 $6.4M
New Millennium Group LLC 4.10% Reduce -16.8% 36,813 $6.4M
Azzad Asset Management Inc. 0.71% Reduce -9.4% 36,774 $6.3M
First Business Financial Services, Inc. 0.63% Reduce -3.0% 36,742 $6.3M
Beaumont Financial Advisors, LLC 0.49% Add +0.2% 36,584 $6.3M
Johnson Financial Group, Inc. 0.29% Reduce -6.8% 36,513 $6.3M
Lazard Freres Gestion S.A.S. 0.13% Add +92.1% 36,500 $6.3M
Insight Holdings Group, LLC 0.27% Add +4.0% 36,400 $6.3M
Capstone Wealth Management Group, LLC 3.72% Reduce -1.3% 36,392 $6.3M
StrongBox Wealth, LLC 2.68% Add +2.3% 36,274 $6.3M
Belpointe Asset Management LLC 0.37% Add +48.9% 36,189 $6.2M
Edmp, Inc. 5.13% Reduce -0.2% 36,167 $6.2M
Mission Creek Capital Partners, Inc. 1.45% Add +1.2% 36,115 $6.2M
Beverly Hills Private Wealth, LLC 1.27% Reduce -14.3% 36,086 $6.2M
Vest Financial, LLC 0.12% Add +63.5% 36,063 $6.2M
Smartleaf Asset Management LLC 0.75% Add +43.8% 35,955 $6.2M
Becker Capital Management Inc. 0.20% Add +1.1% 35,920 $6.2M
Tudor Investment Corporation 0.07% Reduce -80.9% 35,920 $6.2M
J.W. Cole Advisors, Inc. 0.26% Add +16.2% 35,869 $6.2M
IFP Advisors, Inc 0.22% Add +22.2% 35,663 $6.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.17% Reduce -34.5% 35,649 $6.1M
Schechter Investment Advisors, LLC 0.45% Add +1.1% 35,635 $6.1M
Trifecta Capital Advisors, LLC 1.29% Add +3.5% 35,596 $6.1M
Patten Group, Inc. 1.36% No change 35,515 $6.1M
Jmac Enterprises LLC 0.97% Reduce -1.4% 35,366 $6.1M
Dodge & Cox 0.00% Reduce -7.2% 35,340 $6.1M
TTP Investments, Inc. 2.09% Add +9.1% 35,319 $6.1M
Alta Capital Management LLC/ 0.36% New 35,141 $6.1M
Dorsey & Whitney Trust CO LLC 0.32% Add +47.6% 35,137 $6.1M
New Hampshire Trust 1.30% Add +2.7% 35,058 $6.0M
EULAV Asset Management 0.15% Add +25.0% 35,048 $6.0M
Artemis Wealth Advisors, LLC 0.95% Add +94.4% 35,000 $6.0M
Compton Wealth Advisory Group, LLC 1.52% Add +3.7% 34,922 $6.0M
Hiddenite Capital Partners LP 6.21% No change 34,870 $6.0M
Glen Eagle Advisors, LLC 1.01% Reduce -1.1% 34,781 $6.0M
O'Neil Global Advisors, Inc. 1.52% New 34,549 $6.0M
Focus Financial Network, Inc. 0.24% Reduce -91.8% 34,465 $5.9M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.82% Reduce -67.1% 34,266 $5.9M
Trustmark Bank Trust Department 0.44% Add +5.1% 33,944 $5.9M
Kesler, Norman & Wride, LLC 1.15% Add +6.1% 33,845 $5.8M
Americana Partners, LLC 0.40% Add +104.1% 33,821 $5.8M
Polymer Capital Management (HK) LTD 1.35% Reduce -48.4% 33,794 $5.8M
RBF Capital, LLC 0.30% No change 33,730 $5.8M
CWA Asset Management Group, LLC 0.31% — 33,726 $5.8M
Avestar Capital, LLC 0.63% Add +5.3% 33,540 $5.8M
Maxwell Wealth Strategies Inc. 2.46% Add +19.2% 33,227 $5.8M
Financial Enhancement Group LLC 1.12% Reduce -98.2% 8,988 $5.8M
Insight Advisors, LLC/ PA 1.00% Add +2.0% 33,419 $5.8M
CGN Advisors LLC 0.58% Add +4.5% 33,226 $5.7M
Premier Path Wealth Partners, LLC 0.90% Add +2.5% 33,103 $5.7M
First Financial Bank - Trust Division 0.52% New 33,010 $5.7M
Robbins Farley 2.87% Reduce -11.8% 32,985 $5.7M
Red Spruce Capital, LLC 2.58% Reduce -4.5% 32,915 $5.7M
Oak Grove Capital LLC 1.26% Add +155.0% 32,900 $5.7M
Toth Financial Advisory Corp. 0.67% No change 32,843 $5.7M
Greenland Capital Management LP 1.03% Reduce -32.9% 32,830 $5.7M
Delta Global Management LP 0.38% Reduce -79.1% 32,726 $5.6M
Caldwell Trust Co 0.59% Add +1.8% 32,585 $5.6M
Buffington Mohr McNeal 0.92% Add +20.3% 32,563 $5.6M
Fortem Financial Group, LLC 2.28% Add +0.2% 32,518 $5.6M
1ST Source Bank 0.32% Reduce -3.1% 32,489 $5.6M
V-Square Quantitative Management LLC 0.82% Add +24.4% 32,381 $5.6M
Carolina Wealth Advisors, LLC 2.83% Reduce -52.8% 32,263 $5.6M
Quartz Partners, LLC 3.48% — 32,247 $5.6M
Patton Fund Management, Inc. 1.15% Reduce -6.5% 32,238 $5.6M
Csenge Advisory Group 0.29% Add +0.9% 30,579 $5.5M
Westhampton Capital, LLC 2.81% Reduce -0.5% 32,090 $5.5M
University of Texas/Texas Am Investment Management Co. 0.90% Add +28.1% 31,962 $5.5M
Hudson Capital Management LLC 1.82% Reduce -3.8% 31,951 $5.5M
HMS Capital Management, LLC 2.70% Add +1.7% 31,889 $5.5M
Bank of Hawaii 0.23% Add +42.3% 31,824 $5.5M
Kovack Advisors, Inc. 0.58% Add +5.2% 31,810 $5.5M
Grandview Asset Management LLC 3.14% Add +0.2% 31,809 $5.5M
Portfolio Design Labs, LLC 1.53% Reduce -7.4% 31,784 $5.5M
Aubrey Capital Management Ltd 2.11% Reduce -90.4% 31,700 $5.5M
Good Life Advisors, LLC 0.34% Add +144.9% 31,618 $5.5M
Robeco Schweiz AG 0.10% Reduce -46.4% 31,600 $5.5M
United Capital Management of KS, Inc. 1.18% Reduce -1.2% 31,548 $5.4M
Paloma Partners Management Co 0.38% New 31,386 $5.4M
Decatur Capital Management, Inc. 2.49% Reduce -0.9% 31,381 $5.4M
Promethos Capital, LLC 1.93% No change 31,340 $5.4M
Resonant Capital Advisors, LLC 0.40% Add +6.7% 31,229 $5.4M
Mirabaud & Cie SA 1.56% Add +67.8% 31,209 $5.4M
Weaver Capital Management LLC 1.61% Reduce -6.0% 31,134 $5.4M
MWA Asset Management 3.56% Reduce -3.6% 31,028 $5.4M
StoneX Group Inc. 0.39% Reduce -5.3% 30,956 $5.3M
Boston Partners 0.01% Reduce -0.8% 30,931 $5.3M
Wealth Alliance, LLC 0.63% Add +1.0% 30,809 $5.3M
Stoneridge Investment Partners LLC 1.97% Add +20.0% 30,697 $5.3M
Norden Group LLC 0.62% Add +72.3% 30,643 $5.3M
Mitchell McLeod Pugh & Williams Inc. 1.10% Reduce -1.5% 30,516 $5.3M
Exchange Traded Concepts, LLC 0.12% Add +41.6% 30,444 $5.3M
Fairbanks Capital Management, Inc. 3.30% Add +6.2% 30,423 $5.2M
Chase Investment Counsel Corp. 1.74% Reduce -17.0% 30,325 $5.2M
PFG Investments, LLC 0.34% Add +22.2% 30,310 $5.2M
Forum Financial Management, LP 0.09% Reduce -5.2% 30,256 $5.2M
PFG Advisors 0.33% Reduce -1.4% 30,200 $5.2M
Birch Hill Investment Advisors LLC 0.24% Reduce -5.3% 30,170 $5.2M
Optas, LLC 1.19% Add +1.9% 30,090 $5.2M
XTX Topco Ltd 0.38% New 30,068 $5.2M
Ascent Wealth Partners, LLC 0.72% Add +0.3% 30,062 $5.2M
Bison Wealth, LLC 0.83% Add +28.6% 30,028 $5.2M
Valliance Asset Management Ltd 9.39% New 30,000 $5.2M
One Capital Management, LLC 0.17% Add +5.3% 29,999 $5.2M
CFS Investment Advisory Services, LLC 0.43% Reduce -1.4% 29,985 $5.2M
Liberty One Investment Management, LLC 0.53% Add +3.6% 29,961 $5.2M
GeoWealth Management, LLC 0.18% Reduce -5.2% 29,899 $5.2M
Human Investing LLC 0.93% Reduce -1.4% 29,812 $5.1M
Carret Asset Management, LLC 0.56% Add +8.0% 29,780 $5.1M
Ironwood Investment Counsel, LLC 0.86% Reduce -1.8% 29,776 $5.1M
Legacy Bridge, LLC 2.76% Add +2.6% 29,735 $5.1M
Insight Wealth Strategies, LLC 0.67% Add +0.5% 29,675 $5.1M
Arete Wealth Advisors, LLC 0.44% Reduce -16.9% 29,785 $5.1M
Robertson Stephens Wealth Management, LLC 0.19% Reduce -3.0% 29,641 $5.1M
RB Capital Management, LLC 1.26% Add +0.1% 29,641 $5.1M
Select Equity Group, L.P. 0.02% New 29,465 $5.1M
MIdWestOne Financial Group, Inc. 0.70% Add +4.3% 29,396 $5.1M
Clarius Group, LLC 0.35% Reduce -2.5% 29,306 $5.0M
Newman Dignan & Sheerar, Inc. 1.21% Reduce -5.1% 29,319 $5.0M
Clifford Swan Investment Counsel LLC 0.18% Add +1.8% 29,080 $5.0M
Taika Capital, LP 3.78% Reduce -11.8% 29,055 $5.0M
Texas Yale Capital Corp. 0.22% No change 29,050 $5.0M
Ally Financial Inc. 0.60% Add +123.1% 29,000 $5.0M
Saranac Partners Ltd 7.55% Reduce -9.4% 28,995 $5.0M
Alaethes Wealth, LLC 1.84% Reduce -0.8% 28,900 $5.0M
Harbour Investment Management LLC 2.20% Reduce -2.9% 28,840 $5.0M
DeDora Capital, Inc. 1.38% Add +0.6% 28,696 $5.0M
AlTi Global, Inc. 0.12% Add +23.5% 28,570 $4.9M
Aragon Global Management, LP 2.07% No change 28,600 $4.9M
Capital Planning Advisors, LLC 0.74% Add +17.5% 28,590 $4.9M
Kestra Investment Management, LLC 0.21% New 28,563 $4.9M
HBW Advisory Services LLC 0.72% Reduce -10.5% 28,511 $4.9M
Oarsman Capital, Inc. 0.91% No change 28,468 $4.9M
Boit C F David 2.42% No change 28,750 $4.9M
Fairfield, Bush & Co. 2.91% Reduce -2.1% 28,341 $4.9M
3Chopt Investment Partners, LLC 1.74% Reduce -0.9% 28,233 $4.9M
Pacific Global Investment Management Co. 0.88% No change 28,223 $4.9M
Knollwood Investment Advisory, LLC 0.52% Add +73.4% 28,000 $4.8M
Intact Investment Management Inc. 0.16% Add +209.0% 27,810 $4.8M
NFSG Corp 1.68% Add +93.0% 27,809 $4.8M
Comprehensive Financial Consultants Institutional, Inc. 1.74% Reduce -4.2% 27,682 $4.8M
Manhattan West Asset Management, LLC 1.23% Reduce -0.5% 27,629 $4.8M
Emprise Bank 2.72% Reduce -2.7% 27,420 $4.7M
Diversify Wealth Management, LLC 0.45% Reduce -88.9% 27,204 $4.7M
Brooklyn Investment Group 1.55% Add +8.8% 27,357 $4.7M
SeaBridge Investment Advisors LLC 1.15% Reduce -2.3% 27,295 $4.7M
Bowman & Co S.C. 2.47% Reduce -0.6% 27,175 $4.7M
Salem Investment Counselors Inc. 0.14% No change 27,136 $4.7M
Mitchell & Pahl Private Wealth, LLC 2.18% Reduce -0.6% 27,096 $4.7M
Monument Capital Management 1.29% Reduce -4.4% 27,023 $4.7M
Faithward Advisors, LLC 0.81% Reduce -2.0% 27,010 $4.7M
Knuff & Co LLC 1.42% Add +0.2% 26,986 $4.7M
Great Lakes Retirement, Inc. 0.60% Add +1.7% 26,921 $4.6M
Convergence Financial, LLC 0.99% Add +12.8% 26,915 $4.6M
Ameliora Wealth Management Ltd. 1.93% Add +2.0% 26,785 $4.6M
Anderson Hoagland & Co. 0.47% Reduce -2.1% 26,107 $4.6M
Hengehold Capital Management LLC 0.44% Add +6.1% 26,667 $4.6M
Alpha Family Trust 2.56% No change 26,550 $4.6M
Altrius Capital Management Inc 1.15% Add +7.8% 26,524 $4.6M
Advocate Group LLC 0.83% Reduce -4.2% 26,475 $4.6M
Sugarloaf Wealth Management, LLC 0.77% Reduce -0.5% 26,450 $4.6M
Connecticut Wealth Management, LLC 0.22% Reduce -1.1% 26,378 $4.6M
Gerber Kawasaki Wealth & Investment Management 0.21% Add +66.6% 26,318 $4.5M
Naviter Wealth, LLC 0.63% Reduce -4.0% 26,290 $4.5M
Shepherd Financial Partners LLC 0.54% Add +35.3% 26,219 $4.5M
Masso Torrence Wealth Management Inc. 2.44% Reduce -1.2% 26,189 $4.5M
Avior Wealth Management, LLC 0.18% Reduce -0.6% 26,119 $4.5M
Triasima Portfolio Management inc. 1.01% Add +79.7% 26,085 $4.5M
Quadrant Private Wealth Management, LLC 1.11% No change 26,073 $4.5M
Nvwm, LLC 1.14% Reduce -1.1% 25,989 $4.5M
Benchmark Investment Advisors LLC 3.19% Add +3.6% 25,978 $4.5M
Otter Creek Advisors, LLC 2.84% Reduce -36.5% 25,910 $4.5M
Foundations Investment Advisors, LLC 0.09% Add +14.9% 25,907 $4.5M
Community Bank & Trust, Waco, Texas 1.00% Add +2.1% 25,861 $4.5M
HBK Sorce Advisory LLC 0.14% Reduce -1.3% 25,844 $4.5M
Strategic Planning Group, LLC 0.88% Add +4.6% 25,790 $4.4M
Harbour Investments, Inc. 0.13% Reduce -2.2% 25,752 $4.4M
Essex Bank 1.11% Add +0.7% 25,715 $4.4M
FinTrust Capital Advisors, LLC 0.75% Reduce -4.0% 25,564 $4.4M
Parker Investment Management, LLC 0.71% No change 25,550 $4.4M
Mayflower Financial Advisors, LLC 0.66% Reduce -5.6% 25,476 $4.4M
Hodges Capital Management Inc. 0.28% Add +354.0% 25,470 $4.4M
BCM Advisors, LLC 1.01% Reduce -90.0% 26,024 $4.4M
West Branch Capital LLC 1.52% Add +6.7% 25,418 $4.4M
Wealth Architects, LLC 0.50% Reduce -1.7% 25,405 $4.4M
Princeton Capital Management LLC 1.38% Add +49.0% 25,371 $4.4M
Migdal Insurance & Financial Holdings Ltd. 0.07% Reduce -7.1% 25,370 $4.4M
Louisbourg Investments Inc. 1.10% Add +28.3% 30,200 $4.4M
Founders Financial Alliance, LLC 1.22% Reduce -0.6% 25,315 $4.4M
TKG Advisors, LLC 2.15% Add +6.8% 25,230 $4.4M
Zions Bancorporation, N.A. 0.32% Add +6.9% 25,229 $4.4M
Highview Capital Management LLC 1.77% Add +2.9% 25,200 $4.3M
Ranch Capital Advisors Inc. 2.05% Reduce -21.4% 25,177 $4.3M
Lee Financial Co 0.62% Add +5.5% 25,115 $4.3M
West Michigan Advisors, LLC 1.31% Add +3.2% 25,103 $4.3M
Charles Schwab Trust Co 0.37% Reduce -0.8% 25,090 $4.3M
Silvant Capital Management LLC 0.19% Reduce -9.0% 25,080 $4.3M
Choate Investment Advisors 0.11% Add +1.2% 25,047 $4.3M
Old Port Advisors 1.20% Add +0.7% 24,967 $4.3M
NatWest Group plc 1.27% Reduce -55.2% 24,955 $4.3M
Harbor Investment Advisory, LLC 0.42% Add +1.6% 24,790 $4.3M
Hourglass Capital, LLC 1.19% Reduce -17.3% 24,720 $4.3M
Banco de Sabadell, S.A 3.19% Reduce -3.6% 24,682 $4.3M
Key Financial Inc 0.94% Add +0.2% 24,685 $4.3M
CVA Family Office, LLC 0.69% Add +1.3% 24,674 $4.3M
Concourse Financial Group Securities, Inc. 0.25% Add +1.5% 24,581 $4.2M
Kanawha Capital Management LLC 0.31% Add +7.2% 24,497 $4.2M
Finivi Inc. 3.42% Add +0.8% 24,478 $4.2M
Tealwood Asset Management Inc. 1.86% Reduce -1.9% 24,476 $4.2M
Boston Trust Walden Corp 0.03% No change 24,430 $4.2M
Marietta Investment Partners LLC 0.89% Add +62.7% 24,410 $4.2M
Supplemental Annuity Collective Trust of NJ 1.24% Reduce -11.9% 24,400 $4.2M
Clear Street Derivatives LLC 0.07% New 24,400 $4.2M
Great Diamond Partners, LLC 1.07% Reduce -12.8% 24,397 $4.2M
Brighton Jones LLC 0.16% Reduce -1.8% 24,361 $4.2M
Guerra Pan Advisors, LLC 3.36% No change 24,360 $4.2M
Berkshire Asset Management LLC 0.21% Reduce -90.0% 2,615 $4.2M
Cunning Capital Partners, LP 2.19% No change 24,290 $4.2M
Aurora Investment Managers, LLC. 2.68% Reduce -6.3% 24,238 $4.2M
Surience Private Wealth LLC 4.26% New 24,179 $4.2M
LCNB Corp. 1.48% Reduce -7.0% 24,175 $4.2M
Rockline Wealth Management, LLC 1.18% Add +6.2% 24,169 $4.2M
Founders Financial Securities LLC 0.38% Reduce -4.9% 24,152 $4.2M
Freedom Day Solutions, LLC 1.29% Reduce -0.7% 24,083 $4.2M
Institute for Wealth Management, LLC. 0.52% Add +0.6% 24,080 $4.2M
Groesbeck Investment Management Corp. 6.09% Reduce -11.3% 24,060 $4.2M
Westside Investment Management, Inc. 0.88% Reduce -0.4% 25,815 $4.1M
Cinctive Capital Management LP 0.24% Add +48.1% 23,894 $4.1M
Everhart Financial Group, Inc. 0.91% Add +15.7% 23,872 $4.1M
Morningstar Investment Services LLC 0.04% Add +11.5% 23,803 $4.1M
Anchor Investment Management, LLC 0.39% Add +11.3% 23,809 $4.1M
Marshall Financial Group, LLC 0.98% Reduce -0.8% 23,792 $4.1M
Waldron Private Wealth LLC 0.17% Add +12.9% 23,623 $4.1M
Studio Investment Management LLC 0.86% Reduce -4.6% 23,617 $4.1M
Cove Private Wealth, LLC 3.23% No change 23,500 $4.1M
Regatta Capital Group, LLC 0.78% Add +2.3% 23,380 $4.0M
Eley Financial Management, Inc 1.62% Reduce -27.5% 23,347 $4.0M
Jupiter Wealth Management LLC 2.06% Reduce -90.5% 23,311 $4.0M
Eagle Harbor Asset Management Inc. 3.98% Reduce -3.2% 23,292 $4.0M
Pinnacle Wealth Planning Services, Inc. 0.54% Add +4.3% 23,240 $4.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.61% Add +74.3% 23,212 $4.0M
Axecap Investments, LLC 3.03% — 23,173 $4.0M
Lineweaver Wealth Advisors, LLC 0.76% Add +6.9% 23,135 $4.0M
Centennial Bank 1.83% Reduce -10.2% 23,137 $4.0M
NovaPoint Capital, LLC 1.24% Add +525.7% 23,087 $4.0M
Wellington Shields Capital Management, LLC 0.69% Add +0.2% 23,059 $4.0M
Leonteq Securities AG 0.47% Reduce -1.1% 23,051 $4.0M
CWC Advisors, LLC. 3.91% — 22,968 $4.0M
CRA Financial Services, LLC 0.73% Add +3.9% 22,950 $4.0M
Aljian Capital Management, LLC 0.93% New 22,946 $4.0M
FCG Investment Co 2.59% Reduce -8.4% 22,902 $4.0M
Trust Co. of Vermont 0.20% Add +6.3% 22,780 $3.9M
Providence Wealth Advisors, LLC 2.90% Add +1.1% 22,060 $3.9M
Legacy Wealth Asset Management, LLC 1.05% Reduce -0.2% 22,721 $3.9M
Left Brain Wealth Management, LLC 1.82% No change 22,698 $3.9M
Family Firm, Inc. 0.86% Add +239.7% 22,657 $3.9M
Trust Investment Advisors 2.48% Reduce -12.0% 22,601 $3.9M
Simon Quick Advisors, LLC 0.25% Add +19.1% 22,596 $3.9M
IPG Investment Advisors LLC 0.85% Add +1011.6% 22,565 $3.9M
IAM Advisory, LLC 0.98% Reduce -4.2% 22,530 $3.9M
Birinyi Associates Inc. 1.11% No change 22,516 $3.9M
Central Valley Advisors, LLC 2.19% Add +0.7% 22,508 $3.9M
Paradigm Asset Management Co. LLC 1.02% No change 22,500 $3.9M
Gryphon Financial Partners LLC 0.54% Add +4.7% 22,497 $3.9M
Strengthening Families & Communities, LLC 0.99% Add +12.8% 22,467 $3.9M
PYA Waltman Capital, LLC 1.26% Add +1.9% 22,418 $3.9M
Journey Strategic Wealth LLC 0.14% Add +12.2% 22,097 $3.8M
Proquility Private Wealth Partners, LLC 1.22% Reduce -1.5% 22,085 $3.8M
Arjuna Capital 0.99% Reduce -12.2% 22,051 $3.8M
Aft, Forsyth & Sober, LLC 1.25% No change 22,000 $3.8M
Stevens Capital Management LP 0.54% Add +207.7% 21,938 $3.8M
Lake Street Private Wealth, LLC 0.61% Reduce -12.3% 21,925 $3.8M
Old National Bancorp 0.09% Add +8.3% 21,861 $3.8M
McDonald Partners LLC 0.94% Reduce -12.6% 21,845 $3.8M
Tradition Wealth Management, LLC 0.33% Reduce -3.6% 21,715 $3.7M
Insigneo Advisory Services, LLC 0.38% Reduce -89.0% 21,713 $3.7M
Xcel Wealth Management, LLC 1.10% Reduce -18.6% 21,696 $3.7M
Donoghue Forlines LLC 1.06% Reduce -6.4% 21,646 $3.7M
Sweet Financial Partners, LLC 0.81% Add +3.9% 21,633 $3.7M
Realta Investment Advisors 1.71% Reduce -22.5% 20,434 $3.7M
Orca Investment Management, LLC 3.36% Add +5.2% 21,574 $3.7M
Ameritas Advisory Services, LLC 0.16% Reduce -61.0% 21,558 $3.7M
Prevail Innovative Wealth Advisors, LLC 1.13% New 21,526 $3.7M
Essex Financial Services, Inc. 0.27% Reduce -89.5% 20,692 $3.7M
Pensionfund Sabic 1.16% Reduce -15.7% 21,500 $3.7M
Rakuten Securities, Inc. 1.61% Add +21.1% 21,493 $3.7M
Cim Investment Management Inc. 1.09% Reduce -3.4% 21,467 $3.7M
Shoker Investment Counsel, Inc. 1.24% New 21,431 $3.7M
First Washington CORP 1.47% New 21,386 $3.7M
Security National Bank 0.50% Reduce -0.1% 21,371 $3.7M
Leisure Capital Management 1.57% Reduce -3.8% 21,278 $3.7M
PDS Planning, Inc 0.33% Add +6.6% 21,182 $3.7M
Zhang Financial LLC 0.23% Reduce -5.3% 21,155 $3.6M
Foresight Capital Management Advisors, Inc. 2.17% Reduce -43.5% 21,152 $3.6M
Patten & Patten Inc. 0.24% Add +4.1% 21,135 $3.6M
Farmers & Merchants Trust Co of Chambersburg PA 1.40% Reduce -9.8% 21,133 $3.6M
LRI Investments, LLC 0.35% Add +2.4% 21,388 $3.6M
Triangle Securities Wealth Management 0.94% Add +1.8% 21,120 $3.6M
Violich Capital Management, Inc. 0.47% Add +0.9% 21,080 $3.6M
Marcum Wealth, LLC 0.34% Reduce -0.7% 20,979 $3.6M
Modern Wealth Management, LLC 0.22% Add +8.2% 20,951 $3.6M
Napa Wealth Management 1.71% New 20,946 $3.6M
Haverford Trust Co 0.04% Add +2.6% 20,940 $3.6M
Consolidated Capital Management, LLC 1.57% Reduce -63.9% 20,905 $3.6M
Forte Capital LLC 0.41% Add +0.2% 20,901 $3.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% Reduce -90.5% 20,996 $3.6M
Valley National Advisers Inc. 0.65% Add +79.0% 20,833 $3.6M
Lifeworks Advisors, LLC 0.71% Add +27.5% 20,828 $3.6M
Avidian Wealth Enterprises, LLC 0.16% Add +3.3% 20,811 $3.6M
Mirabaud Asset Management Ltd 1.48% Add +0.9% 20,778 $3.6M
Montecito Bank & Trust 0.61% Add +23.4% 20,783 $3.6M
Paragon Advisors, LLC 1.15% No change 20,521 $3.5M
Alps Advisors Inc. 0.02% Reduce -90.6% 20,448 $3.5M
Brandywine Oak Private Wealth LLC 0.34% Add +9.2% 20,429 $3.5M
Sanders Morris Harris LLC 0.58% No change 20,350 $3.5M
Hudson Canyon Capital Management 2.26% No change 20,310 $3.5M
Wills Financial Group, Inc. 1.47% Reduce -0.8% 20,302 $3.5M
Commons Capital, LLC 3.86% Add +1.0% 20,289 $3.5M
Empire Financial Management Company, LLC 1.08% Reduce -7.9% 20,274 $3.5M
Trivium Point Advisory, LLC 0.48% No change 20,014 $3.5M
Calydon Capital 0.57% Reduce -86.4% 9,732 $3.5M
Catalyst Financial Partners LLC 0.68% Add +4.3% 20,136 $3.5M
EFG Asset Management (Americas) Corp. 0.68% Reduce -2.7% 20,086 $3.5M
Altman Advisors, Inc. 1.54% Reduce -0.5% 20,017 $3.5M
Alight Capital Management LP 1.25% Reduce -33.3% 20,000 $3.5M
Wrapmanager Inc. 0.89% Reduce -3.9% 19,972 $3.4M
Mattern Wealth Management LLC 0.76% Add +3.9% 19,970 $3.4M
Blueprint Investment Partners LLC 0.62% Add +8.8% 19,908 $3.4M
Spinnaker Investment Group, LLC 0.84% No change 19,900 $3.4M
New England Asset Management Inc. 0.56% Reduce -38.2% 19,855 $3.4M
Gladius Capital Management LP 2.05% Add +107.9% 19,789 $3.4M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.94% Add +3.2% 19,697 $3.4M
Catalina Capital Group, LLC 1.15% Add +8.0% 19,691 $3.4M
Sompo Asset Management Co., Ltd. 0.53% Reduce -2.9% 19,620 $3.4M
Formidable Asset Management, LLC 0.54% Reduce -1.5% 19,570 $3.4M
Legacy Advisors, LLC 0.37% Reduce -6.4% 19,570 $3.4M
Gardner Lewis Asset Management L P 0.96% Add +15.0% 19,550 $3.4M
Davidson Capital Management Inc. 0.97% Reduce -0.7% 19,512 $3.4M
Second Line Capital, LLC 0.92% Reduce -11.4% 19,476 $3.4M
Jasper Ridge Partners, L.P. 0.10% No change 19,470 $3.4M
AMG National Trust Bank 0.09% Reduce -12.0% 19,438 $3.4M
Jaffetilchin Investment Partners, LLC 0.25% Add +7.6% 19,438 $3.4M
Synergy Asset Management, LLC 0.51% New 19,413 $3.3M
Bensler, LLC 0.42% Add +0.8% 19,342 $3.3M
CHICAGO TRUST Co NA 0.60% Add +4.0% 19,301 $3.3M
Aaron Wealth Advisors LLC 0.40% Add +33.3% 19,288 $3.3M
Sandy Spring Bank 0.14% Add +124.3% 19,268 $3.3M
Camarda Financial Advisors, LLC 1.24% Reduce -4.8% 19,264 $3.3M
Probity Advisors, Inc. 0.64% Reduce -0.7% 19,247 $3.3M
Wealth Alliance Advisory Group, LLC 0.70% Add +3.9% 19,215 $3.3M
Matrix Trust Co 0.62% Add +2.4% 19,100 $3.3M
CastleKnight Management LP 0.40% Add +55.3% 19,100 $3.3M
CSU Producer Resources, Inc. 10.43% No change 19,000 $3.3M
Sentry Investment Management LLC 1.37% Reduce -10.5% 18,947 $3.3M
Darden Wealth Group Inc 2.36% Add +4.7% 18,940 $3.3M
Bright Futures Wealth Management, LLC. 1.58% Reduce -89.0% 18,446 $3.3M
Silver Oak Securities, Incorporated 0.34% Add +163.3% 19,038 $3.3M
Destination Wealth Management 0.10% Add +552.1% 18,847 $3.3M
Pinnacle Financial Partners Inc 0.07% Add +14.9% 18,764 $3.2M
Colton Groome Financial Advisors, LLC 1.21% Reduce -3.6% 18,756 $3.2M
Valley Brook Capital Group, Inc. 2.32% Add +1.9% 18,755 $3.2M
Connable Office Inc. 0.33% Add +57.1% 18,731 $3.2M
Counterweight Ventures, LLC 2.27% Reduce -14.7% 18,612 $3.2M
Apollon Financial, LLC 0.94% Add +1.8% 18,589 $3.2M
L2 Asset Management, LLC 0.87% Add +7.0% 18,549 $3.2M
Sierra Summit Advisors LLC 0.73% Add +21.6% 18,465 $3.2M
Quintet Private Bank (Europe) S.A. 0.18% Add +534.0% 18,260 $3.1M
Iowa State Bank 0.65% Add +1.2% 18,254 $3.1M
Trust Co. of Toledo NA 0.43% Add +14.6% 18,249 $3.1M
River Street Advisors LLC 1.72% Add +5.2% 18,228 $3.1M
Phoenix Wealth Advisors 1.46% Reduce -19.1% 18,209 $3.1M
Magnus Financial Group LLC 0.32% Add +3.4% 18,202 $3.1M
Geller Advisors LLC 0.22% Add +2.8% 18,182 $3.1M
SageView Advisory Group, LLC 0.16% Reduce -10.0% 18,142 $3.1M
MTM Investment Management, LLC 1.22% Add +0.2% 17,675 $3.1M
Measured Wealth Private Client Group, LLC 1.04% Reduce -0.1% 18,060 $3.1M
Riverstone Advisors, LLC 1.81% Add +8.8% 18,054 $3.1M
Breed's Hill Capital LLC 2.55% Reduce -0.9% 18,031 $3.1M
Freemont Management S.A. 1.62% No change 18,000 $3.1M
JBF Capital, Inc. 0.46% No change 18,000 $3.1M
Accurate Wealth Management, LLC 0.62% Reduce -90.0% 17,549 $3.1M
First Commonwealth Financial Corp 0.74% Add +0.3% 17,907 $3.1M
Capula Management Ltd 0.04% Reduce -98.5% 17,902 $3.1M
Wolff Wiese Magana LLC 2.11% Add +11.1% 17,869 $3.1M
Hollencrest Capital Management 0.13% Add +34.0% 17,799 $3.1M
Vaughan Nelson Investment Management, L.P. 0.03% Reduce -25.7% 17,800 $3.1M
Harvest Investment Advisors, LLC 2.08% Reduce -1.3% 17,731 $3.1M
Fort Point Capital Partners LLC 0.38% Add +14.0% 17,728 $3.1M
Financial Advocates Investment Management 0.17% Add +12.7% 17,721 $3.1M
WealthShield Partners, LLC 0.41% Reduce -23.4% 17,718 $3.1M
Baker Avenue Asset Management, LP 0.10% Reduce -58.6% 17,687 $3.1M
LYNX Capital Group Ltd. 1.97% Reduce -15.0% 17,656 $3.0M
Shared Vision Wealth Group LLC 1.62% Add +0.2% 17,628 $3.0M
Cable Hill Partners, LLC 0.30% Reduce -11.4% 17,507 $3.0M
Meadow Creek Wealth Advisors LLC 2.39% Add +1.2% 17,477 $3.0M
Chesapeake Wealth Management 1.02% Reduce -2.0% 17,396 $3.0M
Johnson & White Wealth Management, LLC 2.58% Reduce -2.1% 17,384 $3.0M
Castellan Group 1.26% Reduce -6.0% 17,377 $3.0M
Executive Wealth Management, LLC 0.23% Add +299.3% 17,368 $3.0M
New England Research & Management, Inc. 1.41% Reduce -2.0% 17,355 $3.0M
Copperwynd Financial, LLC 0.90% Reduce -87.8% 17,356 $3.0M
Parkside Financial Bank & Trust 0.42% Add +17.8% 17,331 $3.0M
Douglass Winthrop Advisors, LLC 0.06% Add +5.8% 17,300 $3.0M
Consilium Wealth Advisory, LLC 1.63% Add +7.8% 17,295 $3.0M
Griffin Asset Management, Inc. 0.33% Add +2.1% 17,293 $3.0M
Central Pacific Bank - Trust Division 0.39% Add +2.7% 17,248 $3.0M
Precedent Wealth Partners, LLC 0.98% Add +6.0% 17,241 $3.0M
Paralel Advisors LLC 0.13% No change 17,220 $3.0M
Quantitative Investment Management, LLC 0.29% New 17,152 $3.0M
Worth Asset Management, LLC 1.60% Add +706.3% 17,094 $2.9M
Atom Investors LP 0.31% Add +54.8% 17,073 $2.9M
Creegan & Nassoura Financial Group, LLC 1.85% No change 17,040 $2.9M
Leeward Financial Partners, LLC 1.11% Add +11.0% 17,035 $2.9M
Redwood Wealth Management Group, LLC 1.46% Add +1.6% 17,030 $2.9M
Brown Miller Wealth Management, LLC 1.14% Add +4.3% 17,021 $2.9M
Pentwater Capital Management LP 0.05% Add +70.0% 17,000 $2.9M
Warther Private Wealth, LLC 1.03% Reduce -26.0% 16,995 $2.9M
ICW Investment Advisors LLC 1.22% Add +1.9% 16,973 $2.9M
Cypress Capital, LLC 0.75% Add +0.2% 16,963 $2.9M
West Paces Advisors Inc. 0.72% Add +1.9% 16,940 $2.9M
USA Financial Formulas 0.45% New 16,927 $2.9M
Simplicity Wealth,LLC 0.27% Reduce -89.4% 16,888 $2.9M
Sphera Funds Management LTD. 0.48% Reduce -91.3% 16,880 $2.9M
Archer Investment Corp 0.78% Reduce -17.1% 16,865 $2.9M
Leavell Investment Management, Inc. 0.14% Add +6.7% 16,858 $2.9M
Heartland Bank & Trust Co 1.57% Reduce -2.6% 16,850 $2.9M
AA Financial Advisors, LLC 0.84% Add +15.3% 16,812 $2.9M
Rehmann Capital Advisory Group 0.19% Reduce -3.5% 16,771 $2.9M
Williamson Legacy Group, LLC 1.93% Add +7.2% 16,755 $2.9M
Delta Financial Advisors LLC 1.05% Add +6.2% 16,746 $2.9M
Agur Provident & Training Funds Management Ltd. 0.88% Reduce -90.0% 2,220 $2.9M
Pettyjohn, Wood & White, Inc. 0.53% Add +4.6% 16,720 $2.9M
Bard Financial Services, Inc. 0.34% Reduce -4.0% 16,700 $2.9M
Alpha Cubed Investments, LLC 0.13% Add +15.6% 16,694 $2.9M
AdvisorNet Financial, Inc 0.22% Add +11.5% 16,687 $2.9M
Nikulski Financial, Inc. 0.86% Add +5.8% 16,681 $2.9M
Capital Advisors Wealth Management, LLC 0.53% Add +0.2% 16,643 $2.9M
Lyell Wealth Management, LP 0.26% Reduce -0.1% 16,610 $2.9M
Cutter & CO Brokerage, Inc. 0.65% No change 16,566 $2.9M
Perennial Investment Advisors, LLC 0.37% Reduce -3.2% 16,546 $2.9M
EPG Wealth Management LLC 0.72% Add +0.0% 16,477 $2.8M
Cerro Pacific Wealth Advisors LLC 1.07% Reduce -90.0% 1,767 $2.8M
Strategic Blueprint, LLC 0.18% Add +5.2% 16,411 $2.8M
Simmons Bank 0.20% Reduce -2.3% 16,410 $2.8M
Graphene Investments SAS 1.81% Reduce -13.7% 16,400 $2.8M
Joseph Group Capital Management 1.08% New 16,387 $2.8M
Retirement Planning Co of New England, Inc. 1.41% Add +4.0% 16,382 $2.8M
TrinityPoint Wealth, LLC 0.41% Reduce -10.0% 16,338 $2.8M
Quotient Wealth Partners, LLC 0.09% Add +3.9% 16,325 $2.8M
WealthPlan Investment Management, LLC 0.28% New 16,290 $2.8M
First Foundation Advisors 0.11% Reduce -75.9% 16,276 $2.8M
Unigestion Holding SA 0.14% Reduce -16.4% 16,250 $2.8M
Northern Financial Advisors Inc 2.11% Reduce -3.3% 16,152 $2.8M
Forvis Mazars Wealth Advisors, LLC 0.06% Add +8.5% 16,149 $2.8M
Krilogy Financial LLC 0.19% New 16,134 $2.8M
Pinion Investment Advisors, LLC 1.15% Add +5.2% 15,984 $2.8M
Zimmermann Investment Management & Planning LLC 0.84% Reduce -9.0% 15,964 $2.8M
Savvy Advisors, Inc. 0.56% Add +5.4% 15,936 $2.7M
Signal Advisors Wealth, LLC 0.39% New 15,935 $2.7M
Money Concepts Capital Corp. 0.21% Reduce -1.3% 15,929 $2.7M
Passumpsic Savings Bank 1.80% No change 15,904 $2.7M
United Asset Strategies, Inc. 0.26% Add +2.8% 15,896 $2.7M
Darwin Wealth Management, LLC 0.75% Reduce -3.4% 15,883 $2.7M
Physicians Financial Services, Inc. 0.85% Reduce -1.6% 15,880 $2.7M
Curi Capital, LLC 0.06% Add +33.4% 15,845 $2.7M
Navellier & Associates Inc. 0.37% Reduce -70.8% 15,796 $2.7M
Doliver Advisors, LP 0.75% Add +1.0% 15,744 $2.7M
Bridgewater Advisors Inc. 0.28% Reduce -89.4% 15,141 $2.7M
Optimist Retirement Group LLC 1.22% Reduce -4.6% 15,712 $2.7M
Sfmg, LLC 0.22% Add +32.1% 15,695 $2.7M
Letson Investment Management, Inc. 1.06% No change 15,680 $2.7M
Stamos Capital Partners, L.P. 0.64% Add +61.6% 15,680 $2.7M
Hilltop National Bank 0.82% Reduce -2.0% 15,611 $2.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.23% Add +14.6% 15,544 $2.7M
Richard P Slaughter Associates Inc 0.62% Reduce -33.5% 15,540 $2.7M
Arlington Trust Co LLC 0.58% Reduce -1.5% 15,480 $2.7M
KMG Fiduciary Partners, LLC 0.23% Add +229.0% 15,462 $2.7M
Meridian Wealth Advisors, LLC 0.44% Add +11.5% 15,421 $2.7M
Chapin Davis, Inc. 0.86% Reduce -67.7% 15,413 $2.7M
TrueMark Investments, LLC 0.85% Reduce -51.7% 15,324 $2.6M
Game Plan Financial Advisors, LLC 1.41% Reduce -2.4% 15,310 $2.6M
E&G Advisors, LLC 0.73% Add +1.7% 15,250 $2.6M
Moss Adams Wealth Advisors LLC 0.29% Add +30.9% 15,220 $2.6M
Wellington Shields & Co., LLC 0.80% No change 15,210 $2.6M
Smithfield Trust Co 0.13% Reduce -6.5% 15,190 $2.6M
Altus Wealth Group LLC 1.12% Add +8.5% 15,196 $2.6M
Stanley-Laman Group, Ltd. 0.33% Add +5.6% 15,150 $2.6M
KRS Capital Management, LLC 1.90% Reduce -2.4% 15,146 $2.6M
Legacy Financial Advisors, Inc. 0.44% Add +0.2% 15,106 $2.6M
Moneco Advisors, LLC 0.32% Add +1.9% 15,076 $2.6M
Intrua Financial, LLC 0.42% Reduce -0.9% 15,072 $2.6M
Advent Capital Management 4.40% New 15,000 $2.6M
Weaver C. Barksdale & Associates, Inc. 2.32% Reduce -3.7% 14,901 $2.6M
Childress Capital Advisors, LLC 0.69% Add +7.9% 14,890 $2.6M
Keel Point, LLC 0.21% Reduce -88.0% 14,887 $2.6M
Leo Wealth, LLC 0.23% Add +13.0% 14,865 $2.6M
Regal Investment Advisors LLC 0.18% Add +7.4% 14,852 $2.6M
Ogorek Anthony Joseph /NY/ 0.88% No change 14,847 $2.6M
Circle Wealth Management, LLC 0.06% Add +29.4% 14,823 $2.6M
Infrastructure Capital Advisors, LLC 0.42% Add +188.4% 14,796 $2.6M
Lederer & Associates Investment Counsel 1.78% Reduce -3.7% 14,688 $2.5M
Stokes Family Office, LLC 0.28% Reduce -0.1% 14,680 $2.5M
BSW Wealth Partners 0.38% Add +4.2% 14,622 $2.5M
Mendel Money Management 1.09% Reduce -1.7% 14,610 $2.5M
Nippon Life Global Investors Americas, Inc. 0.11% Reduce -14.5% 14,540 $2.5M
Callan Capital, LLC 0.17% Add +22.9% 14,478 $2.5M
Herold Advisors, Inc. 0.54% Reduce -3.7% 14,440 $2.5M
CIC Wealth, LLC 0.64% Add +14.3% 14,413 $2.5M
Elyxium Wealth, LLC 1.37% — 14,405 $2.5M
AlphaStar Capital Management, LLC 0.20% Add +18.9% 14,389 $2.5M
Everpar Advisors LLC 1.28% Reduce -9.7% 14,382 $2.5M
Menard Financial Group LLC 1.63% No change 14,369 $2.5M
Austin Private Wealth, LLC 0.24% Add +13.8% 14,368 $2.5M
Certuity, LLC 0.27% Reduce -1.5% 14,298 $2.5M
Chicago Partners Investment Group LLC 0.09% Reduce -88.7% 14,245 $2.5M
Inspire Investing, LLC 0.25% Add +767.1% 14,307 $2.5M
Raleigh Capital Management Inc. 0.95% Add +9.0% 14,263 $2.5M
Davis R M Inc. 0.05% Add +2.2% 14,254 $2.5M
Ignite Planners, LLC 0.56% Reduce -1.8% 14,236 $2.5M
NewSquare Capital LLC 0.20% Add +10.3% 14,230 $2.5M
Blackhawk Capital Partners, LLC 1.31% No change 14,198 $2.4M
MCF Advisors LLC 0.17% No change 14,150 $2.4M
Alera Investment Advisors, LLC 0.29% Add +2.3% 14,148 $2.4M
Quent Capital, LLC 0.25% Add +9.9% 14,132 $2.4M
Evoke Wealth, LLC 0.07% New 14,126 $2.4M
Aspen Grove Capital, LLC 0.54% Reduce -3.2% 14,103 $2.4M
Cullinan Associates Inc. 0.14% Add +11.4% 13,589 $2.4M
Taylor & Morgan Wealth Management, LLC 1.63% Reduce -13.7% 14,052 $2.4M
Edgestream Partners, L.P. 0.11% Add +159.2% 14,047 $2.4M
Advisor OS, LLC 0.24% Add +27.0% 14,043 $2.4M
Millennium Capital Advisors, LLC 1.58% Reduce -0.5% 14,030 $2.4M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.25% No change 14,000 $2.4M
Roberts Capital Advisors, LLC 2.06% No change 13,990 $2.4M
M Holdings Securities, Inc. 0.61% Reduce -43.0% 13,955 $2.4M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.59% Add +3.1% 13,929 $2.4M
Channel Wealth LLC 0.79% Add +18.9% 13,834 $2.4M
Patriot Financial Group Insurance Agency, LLC 0.32% Reduce -1.9% 13,809 $2.4M
Oakworth Capital, Inc. 0.17% Add +12.3% 13,800 $2.4M
SlateStone Wealth, LLC 0.21% No change 13,785 $2.4M
Prudent Man Advisors, LLC 0.79% Reduce -13.7% 13,755 $2.4M
Gilliland Jeter Wealth Management LLC 0.77% Reduce -1.1% 13,740 $2.4M
CNB Bank 1.10% Add +26.9% 13,727 $2.4M
Independence Bank of Kentucky 0.51% Add +7.3% 13,690 $2.4M
Saxon Interests, Inc. 1.07% Reduce -11.3% 13,647 $2.4M
St. Louis Financial Planners Asset Management, LLC 1.87% New 13,325 $2.4M
West Family Investments, Inc. 0.80% Add +26.7% 13,637 $2.4M
Seascape Capital Management 0.84% Reduce -1.1% 13,616 $2.3M
Heritage Family Offices, LLP 1.21% Reduce -5.0% 13,597 $2.3M
Greenwich Wealth Management LLC 0.16% Reduce -1.2% 13,547 $2.3M
Twin Focus Capital Partners, LLC 0.37% No change 13,530 $2.3M
Manchester Capital Management LLC 0.27% Add +0.3% 13,483 $2.3M
Y.D. More Investments Ltd 0.24% Add +16.9% 7,739 $2.3M
First County Bank 1.15% Add +0.7% 13,447 $2.3M
Cercano Management LLC 0.06% New 13,440 $2.3M
Mattson Financial Services, LLC 0.83% Reduce -90.1% 1,442 $2.3M
True North Advisors, LLC 0.61% Add +0.7% 13,414 $2.3M
VestGen Investment Management 0.65% Add +0.2% 13,381 $2.3M
SRN Advisors, LLC 2.04% Reduce -3.1% 13,372 $2.3M
Bedell Frazier Investment Counselling, LLC 0.55% Reduce -18.9% 13,364 $2.3M
Proficio Capital Partners LLC 0.23% Reduce -21.3% 13,361 $2.3M
Carolinas Wealth Consulting LLC 0.42% Reduce -0.6% 13,344 $2.3M
Hartford Financial Management Inc. 0.47% Reduce -7.6% 13,330 $2.3M
NBT Bank, N.A. 0.15% Reduce -0.7% 13,330 $2.3M
Raab & Moskowitz Asset Management LLC 0.58% Add +14.6% 13,244 $2.3M
Brophy Wealth Management, LLC 0.82% — 13,231 $2.3M
G&S Capital LLC 0.96% Reduce -89.6% 13,213 $2.3M
Leelyn Smith, LLC 0.41% Reduce -2.4% 13,151 $2.3M
Optimum Investment Advisors 0.98% Reduce -6.7% 13,144 $2.3M
Affinity Investment Advisors, LLC 1.55% Reduce -8.4% 13,116 $2.3M
J. W. Coons Advisors, LLC 0.42% Reduce -2.4% 13,099 $2.3M
GoalVest Advisory LLC 0.65% Add +5.6% 13,098 $2.3M
AAFMAA Wealth Management & Trust LLC 1.00% Add +30.3% 13,085 $2.3M
Dark Forest Capital Management LP 0.29% Add +333.3% 13,084 $2.3M
Strong Tower Advisory Services 0.63% Add +6.1% 13,083 $2.3M
Wealth Effects LLC 0.79% Add +66.0% 13,062 $2.3M
Alta Advisers Ltd 1.03% Add +6.5% 13,010 $2.2M
Pictet North America Advisors SA 0.22% Add +4.8% 13,000 $2.2M
Core Alternative Capital 0.43% Reduce -0.4% 12,980 $2.2M
Peddock Capital Advisors, LLC 0.54% Add +3.2% 12,945 $2.2M
Regent Peak Wealth Advisors LLC 0.51% Reduce -1.1% 12,923 $2.2M
Central Bank & Trust Co. 0.31% Reduce -1.3% 12,921 $2.2M
Tennessee Valley Asset Management Partners 0.37% Add +0.3% 12,919 $2.2M
Balboa Wealth Partners 0.56% Reduce -15.6% 12,903 $2.2M
Mechanics Bank Trust Department 0.30% Add +21.4% 12,898 $2.2M
Focus Partners Advisor Solutions, LLC 0.05% Add +23.2% 12,849 $2.2M
Fiera Capital Corp 0.01% New 12,847 $2.2M
Schorn Wealth LLC 0.75% Add +0.7% 12,776 $2.2M
Jeppson Wealth Management, LLC 0.79% Add +1.1% 12,774 $2.2M
Colonial River Investments, LLC 1.09% Add +13.0% 12,765 $2.2M
Buckley Wealth Management, LLC 0.68% Add +21.9% 12,748 $2.2M
First American Trust, FSB 0.22% Add +0.7% 12,738 $2.2M
Badgley Phelps Wealth Managers, LLC 0.05% Add +32.0% 12,711 $2.2M
OV Management LLC 1.45% Add +3.5% 12,692 $2.2M
Emerald Advisers, LLC 0.08% No change 12,670 $2.2M
Defined Wealth Management, LLC 1.42% Add +1.3% 12,665 $2.2M
Teamwork Financial Advisors, LLC 0.30% Reduce -6.3% 12,641 $2.2M
Cetera Trust Company, N.A 1.33% Reduce -3.6% 12,640 $2.2M
Bell Bank 0.26% Add +16.0% 12,634 $2.2M
Fiduciary Family Office, LLC 0.72% Reduce -7.7% 12,633 $2.2M
Aviso Wealth Management 1.18% Reduce -2.7% 12,633 $2.2M
Eads & Heald Wealth Management 1.03% Reduce -9.8% 12,592 $2.2M
Angeles Wealth Management, LLC 0.19% Add +39.8% 12,586 $2.2M
Transatlantique Private Wealth LLC 0.83% Add +10.9% 12,524 $2.2M
Arlington Capital Management, Inc. 1.77% Reduce -2.5% 12,445 $2.1M
Innova Wealth Partners 1.77% New 12,445 $2.1M
EDENTREE ASSET MANAGEMENT Ltd 0.62% Add +9.7% 12,430 $2.1M
Genesee Capital Advisors, LLC 1.03% Reduce -42.4% 12,414 $2.1M
Abound Wealth Management 0.71% No change 12,362 $2.1M
Navalign, LLC 0.63% Reduce -9.4% 12,344 $2.1M
Cravens & Co Advisors, LLC 1.64% Reduce -8.6% 12,278 $2.1M
HCR Wealth Advisors 0.28% Add +63.8% 12,269 $2.1M
Meeder Asset Management Inc. 0.14% Reduce -88.8% 12,252 $2.1M
Magnolia Capital Advisors LLC 1.05% Reduce -1.9% 12,220 $2.1M
First National Bank of Hutchinson 1.36% Reduce -9.6% 12,198 $2.1M
Tritonpoint Wealth, LLC 0.19% Add +3.1% 12,184 $2.1M
CYBER HORNET ETFs LLC 2.13% Add +5.9% 12,186 $2.1M
Southern Capital Advisors, LLC 1.18% Reduce -2.9% 12,173 $2.1M
Patron Partners, LLC 1.16% Reduce -1.1% 12,152 $2.1M
Stiles Financial Services Inc 0.74% Reduce -3.5% 12,121 $2.1M
Abundance Wealth Counselors 0.43% Reduce -0.3% 12,069 $2.1M
Tobam 0.38% Add +15.0% 12,054 $2.1M
Hilltop Partners LLC 0.70% Add +8.4% 12,049 $2.1M
Center For Asset Management LLC 1.24% Reduce -89.7% 12,041 $2.1M
Baader Bank Aktiengesellschaft 0.17% Reduce -28.6% 12,110 $2.1M
Wolf Group Capital Advisors 0.98% Reduce -89.5% 2,380 $2.1M
Precision Wealth Strategies, LLC 1.89% Add +8.9% 11,862 $2.0M
Kowal Investment Group, LLC 0.38% Add +19.6% 11,827 $2.0M
Phillips Wealth Planners LLC 1.95% Add +3.4% 11,504 $2.0M
Fullcircle Wealth LLC 0.91% Reduce -89.9% 11,811 $2.0M
Onyx Bridge Wealth Group LLC 0.31% Reduce -0.2% 11,773 $2.0M
Joel Isaacson & Co., LLC 0.10% Add +1.7% 11,770 $2.0M
Caitlin John, LLC 1.30% Add +18.8% 11,685 $2.0M
Drive Wealth Management, LLC 0.53% Add +2.3% 11,698 $2.0M
Value Partners Investments Inc. 0.16% Add +11.3% 11,674 $2.0M
Relyea Zuckerberg Hanson LLC 0.31% Add +13.9% 11,689 $2.0M
Parisi Gray Wealth Management 0.66% Add +26.3% 11,670 $2.0M
Capital Asset Advisory Services LLC 0.10% Add +16.1% 11,132 $2.0M
Main Management ETF Advisors, LLC 0.10% New 11,640 $2.0M
Chilton Capital Management LLC 0.08% Add +1.3% 11,622 $2.0M
Belmont Capital, LLC 0.33% No change 11,615 $2.0M
Cantor Fitzgerald, L. P. 0.18% Add +56.1% 11,614 $2.0M
Harmony Asset Management LLC 0.74% Add +22.9% 11,605 $2.0M
Truxt Investmentos Ltda. 1.35% Reduce -66.6% 11,600 $2.0M
Fortitude Advisory Group L.L.C. 1.26% Add +7.5% 11,595 $2.0M
Chesapeake Asset Management LLC 1.74% Add +3.4% 11,589 $2.0M
Cordgrass Capital Advisors, LLC 0.58% Reduce -22.5% 11,549 $2.0M
Mirador Capital Partners LP 0.36% Add +16.1% 11,548 $2.0M
KG Capital Management 0.64% Add +17.5% 11,538 $2.0M
ABLE Financial Group, LLC 0.61% Add +2.9% 11,504 $2.0M
GS Investments, Inc. 0.88% No change 11,465 $2.0M
Woodard & Co. Asset Management Group Inc. 0.44% Reduce -15.3% 11,447 $2.0M
Oliver Lagore Vanvalin Investment Group 0.53% Add +32.1% 11,439 $2.0M
Ted Buchan & Co 0.93% Add +7.6% 11,392 $2.0M
Hardy Reed LLC 0.18% Reduce -1.4% 11,389 $2.0M
Ti-Trust, Inc. 1.40% No change 11,350 $2.0M
Wealth Management Associates, Inc. 0.86% Reduce -0.1% 11,348 $2.0M
Cromwell Holdings LLC 1.25% No change 11,320 $2.0M
44 Wealth Management LLC 0.69% — 11,236 $1.9M
Seeds Investor LLC 0.73% Add +15.6% 11,295 $1.9M
Western Financial Corp 1.10% Add +18.0% 11,237 $1.9M
Park Place Capital Corp 0.56% Add +4.1% 11,236 $1.9M
Clare Market Investments LLC 0.51% Add +0.9% 11,200 $1.9M
Howard Financial Services, LTD. 0.28% Add +3.3% 11,163 $1.9M
Reynders McVeigh Capital Management, LLC 0.10% Add +8.3% 11,130 $1.9M
Garde Capital, Inc. 0.13% No change 11,120 $1.9M
Trust Co. of Oklahoma 0.62% No change 11,100 $1.9M
Creekmur Asset Management LLC 0.45% Reduce -7.3% 11,092 $1.9M
Jacobi Capital Management LLC 0.14% Add +31.4% 11,088 $1.9M
Quadcap Wealth Management, LLC 0.30% Add +2.2% 11,089 $1.9M
Dudley Capital Management, LLC 1.00% Add +1.6% 11,080 $1.9M
Cookson Peirce & Co. Inc. 0.09% Add +1.5% 11,076 $1.9M
Personal Cfo Solutions, LLC 0.27% Add +9.8% 11,045 $1.9M
Crumly & Associates Inc. 0.53% Add +0.6% 11,038 $1.9M
Legacy Capital Wealth Partners, LLC 0.38% Add +90.0% 11,023 $1.9M
Forza Wealth Management, LLC 0.87% Add +0.6% 11,020 $1.9M
LCM Capital Management Inc 1.09% Add +4.4% 11,003 $1.9M
New Vernon Investment Management LLC 2.04% No change 11,000 $1.9M
CFO4Life Group, LLC 0.34% Reduce -8.2% 10,996 $1.9M
Amplius Wealth Advisors, LLC 0.21% Add +30.1% 10,976 $1.9M
FNY Investment Advisers, LLC 0.92% Reduce -59.0% 10,961 $1.9M
Park National Corp. 0.07% Reduce -4.3% 10,938 $1.9M
YHB Investment Advisors, Inc. 0.16% Add +16.9% 10,937 $1.9M
BLB&B Advisors, LLC 0.10% Reduce -7.3% 10,881 $1.9M
SkyOak Wealth, LLC 0.42% No change 10,870 $1.9M
Caxton Associates LP 0.09% Reduce -91.2% 10,865 $1.9M
Aspiriant, LLC 0.07% Add +30.5% 10,805 $1.9M
Main Street Financial Solutions, LLC 0.17% Reduce -37.7% 10,764 $1.9M
Koss-Olinger Consulting, LLC 0.16% Add +3.4% 10,749 $1.9M
Sandbox Financial Partners, LLC 0.66% Add +1.4% 10,748 $1.9M
GDS Wealth Management 0.18% Reduce -9.2% 10,737 $1.9M
HWG Holdings LP 0.64% Add +39.0% 10,720 $1.8M
Fca Corp. 0.57% Add +4.2% 10,719 $1.8M
Oxbow Advisors, LLC 0.19% Reduce -30.1% 10,718 $1.8M
Webster Bank, N. A. 0.20% Add +6.8% 10,693 $1.8M
MBL Wealth, LLC 0.20% Reduce -3.4% 10,677 $1.8M
Argus Investors' Counsel, Inc. 1.20% Reduce -24.5% 10,661 $1.8M
Continuum Advisory, LLC 0.23% Add +2.9% 10,794 $1.8M
Guinness Atkinson Asset Management Inc 0.89% Reduce -11.3% 10,622 $1.8M
Mindset Wealth Management, LLC 0.76% — 10,598 $1.8M
Olistico Wealth, LLC 1.12% Reduce -6.0% 10,583 $1.8M
Scientech Research LLC 0.36% New 10,570 $1.8M
Grove Bank & Trust 0.27% Reduce -4.9% 10,552 $1.8M
Red Mountain Financial, LLC 1.94% No change 10,551 $1.8M
BTG Pactual Asset Management US LLC 0.26% Reduce -48.1% 10,528 $1.8M
SP Asset Management LLC 0.15% Add +274.2% 10,515 $1.8M
Castle Wealth Management LLC 0.72% Add +21.6% 10,503 $1.8M
Hamilton Capital, LLC 0.13% No change 10,640 $1.8M
Guyasuta Investment Advisors Inc. 0.11% Add +1.9% 10,440 $1.8M
Hazlett, Burt & Watson, Inc. 0.83% Add +14.5% 10,428 $1.8M
Goodman Advisory Group, LLC 0.51% Add +8.2% 10,428 $1.8M
First Interstate Bank 0.11% New 10,420 $1.8M
RWQ Financial Management Services, Inc. 0.62% Add +156.2% 10,403 $1.8M
Lewis Asset Management, LLC 1.31% Reduce -4.8% 10,393 $1.8M
XML Financial, LLC 0.17% Reduce -0.6% 10,382 $1.8M
Petra Financial Advisors Inc. 1.18% Reduce -0.9% 10,358 $1.8M
First Financial Corp. 0.85% No change 10,340 $1.8M
Green Alpha Advisors, LLC 1.40% Reduce -9.1% 10,328 $1.8M
Stratos Wealth Advisors, LLC 0.08% Add +2.6% 10,326 $1.8M
Lokken Investment Group LLC 0.74% Reduce -1.6% 10,312 $1.8M
Smart Portfolios, LLC 1.81% Reduce -5.8% 10,300 $1.8M
Moloney Securities Asset Management, LLC 0.24% Add +1.6% 10,277 $1.8M
Accel Wealth Management 0.66% Reduce -3.3% 10,267 $1.8M
Lazari Capital Management, Inc. 0.76% Reduce -11.0% 10,251 $1.8M
Aft, Forsyth & Company, Inc. 0.87% Add +24.0% 10,240 $1.8M
Advus Financial Partners, LLC 0.50% Reduce -2.9% 10,240 $1.8M
Financial Insights, Inc. 0.57% Reduce -51.8% 10,235 $1.8M
Woodward Diversified Capital, LLC 1.12% Reduce -1.8% 10,230 $1.8M
Investment House LLC 0.10% Reduce -5.5% 10,230 $1.8M
SPC Financial, Inc. 0.15% Add +17.0% 10,203 $1.8M
Berger Financial Group, Inc 0.13% Add +4.4% 10,136 $1.7M
Raelipskie Partnership 0.85% Add +5.3% 10,100 $1.7M
Richard W. Paul & Associates, LLC 0.62% Reduce -5.6% 10,064 $1.7M
Allegheny Financial Group 0.42% Add +0.9% 9,947 $1.7M
Capital Markets Trading UK LLP 1.59% Reduce -40.0% 9,933 $1.7M
Value Aligned Research Advisors, LLC 0.44% Add +156.1% 8,837 $1.7M
Wellspring Financial Advisors, LLC 0.20% Add +180.4% 9,899 $1.7M
Aspire Private Capital, LLC 0.41% Add +2.6% 9,888 $1.7M
Allred Capital Management, LLC 0.67% Reduce -6.2% 9,847 $1.7M
Trek Financial, LLC 0.13% Reduce -0.1% 9,839 $1.7M
Gradient Capital Advisors, LLC 0.56% Reduce -8.8% 9,805 $1.7M
Summit Place Financial Advisors, LLC 0.94% Add +1.3% 9,802 $1.7M
Sky Investment Group LLC 0.31% Add +147.4% 9,797 $1.7M
Ariadne Wealth Management, LP 0.92% New 9,193 $1.7M
Prestige Wealth Management Group LLC 0.35% Add +4.8% 9,792 $1.7M
Cornerstone Wealth Management, LLC 0.12% Add +40.9% 9,751 $1.7M
Invera Wealth Advisors, LLC 1.67% No change 9,165 $1.7M
Windsor Capital Management, LLC 0.49% Reduce -9.9% 9,708 $1.7M
Syntegra Private Wealth Group, LLC 0.19% Reduce -0.6% 9,692 $1.7M
Veracity Capital LLC 0.64% Add +5.9% 9,686 $1.7M
West Wealth Group, LLC 0.54% Add +4.5% 9,679 $1.7M
Prosperity Financial Group, Inc. 0.94% Add +5.6% 9,672 $1.7M
Gainplan LLC 0.79% Reduce -90.0% 1,038 $1.7M
Advisor Resource Council 0.76% New 9,658 $1.7M
Vanguard Capital Wealth Advisors 1.76% Reduce -65.5% 9,655 $1.7M
Atlanta Consulting Group Advisors, LLC 0.41% Reduce -13.6% 9,637 $1.7M
Jefferies Financial Group Inc. 0.03% Reduce -71.7% 9,636 $1.7M
Beacon Financial Group 0.18% Add +4.4% 9,619 $1.7M
Apriem Advisors 0.19% Add +10.6% 9,618 $1.7M
Accent Capital Management, LLC 0.95% New 9,593 $1.7M
Legacy Wealth Management, LLC / MS 0.61% Add +12.1% 9,573 $1.7M
Arbor Capital Management Inc. 1.56% Add +8.2% 9,778 $1.7M
Sivia Capital Partners, LLC 0.97% Add +6.0% 9,532 $1.6M
Octavia Wealth Advisors, LLC 0.20% Reduce -0.1% 9,510 $1.6M
Wealth Management Partners, LLC 0.76% Reduce -6.3% 9,503 $1.6M
Aspen Wealth Strategies, LLC 1.05% Reduce -90.5% 9,488 $1.6M
Peak Asset Management, LLC 0.31% Reduce -3.2% 9,480 $1.6M
MRA Advisory Group 0.89% Add +5.4% 9,455 $1.6M
Associated Banc-Corp 0.05% Add +60.5% 9,435 $1.6M
FSM Wealth Advisors, LLC 0.43% Reduce -2.0% 9,430 $1.6M
Hixon Zuercher, LLC 0.64% Reduce -2.9% 9,429 $1.6M
Machina Capital S.A.S. 0.64% Reduce -28.0% 9,393 $1.6M
Alternative Investment Advisors, LLC. 0.85% Reduce -52.4% 9,367 $1.6M
Obsidian Cio, LLC 0.34% Reduce -13.4% 9,363 $1.6M
NJ State Employees Deferred Compensation Plan 0.19% No change 9,360 $1.6M
AXS Investments LLC 0.43% Reduce -60.3% 9,305 $1.6M
Malaga Cove Capital, LLC 0.65% Add +39.6% 9,300 $1.6M
Aprio Wealth Management, LLC 0.26% Reduce -10.3% 9,284 $1.6M
Kennebec Savings Bank 1.58% — 9,272 $1.6M
Carnegie Lake Advisors LLC 0.63% — 9,260 $1.6M
S. R. Schill & Associates 1.13% Reduce -83.3% 9,234 $1.6M
Safeguard Investment Advisory Group, LLC 0.45% Add +4.1% 9,191 $1.6M
Freedom Investment Management, Inc. 0.13% New 9,142 $1.6M
Oasis Management Co Ltd. 0.59% No change 9,090 $1.6M
Biltmore Family Office, LLC 0.27% Add +15.0% 9,077 $1.6M
TrinityBridge Ltd 0.05% Add +21.6% 9,068 $1.6M
TBH Global Asset Management, LLC 0.34% Add +7.4% 9,066 $1.6M
Summit Global Investments 0.10% Reduce -39.1% 9,054 $1.6M
Nicolet Advisory Services, LLC 0.15% Add +23.0% 9,087 $1.6M
Schnieders Capital Management LLC 0.30% Add +17.2% 9,050 $1.6M
Pure Financial Advisors, LLC 0.04% Add +77.8% 9,016 $1.6M
GAMCO Investors 0.02% Reduce -0.4% 9,015 $1.6M
SYM FINANCIAL Corp 0.21% Add +28.7% 9,008 $1.6M
Brown Financial Advisors 0.64% Add +1.6% 9,000 $1.6M
Deseret Mutual Benefit Administrators 0.79% Reduce -8.2% 8,999 $1.6M
BKM Wealth Management, LLC 0.63% New 8,994 $1.6M
Midland Wealth Advisors, LLC 0.09% Add +2.3% 8,970 $1.5M
Baldwin Wealth Partners LLC 0.11% Add +37.3% 8,968 $1.5M
Retirement Guys Formula LLC 0.72% Add +5.7% 8,956 $1.5M
AlphaCore Capital LLC 0.35% Add +10.2% 8,955 $1.5M
Driehaus Capital Management LLC 0.01% Add +12.9% 8,954 $1.5M
SignalPoint Asset Management, LLC 0.36% Reduce -4.2% 8,929 $1.5M
Headlands Technologies LLC 0.18% Reduce -88.3% 8,918 $1.5M
Willner & Heller, LLC 1.37% Reduce -0.9% 8,912 $1.5M
Beaumont Asset Management, L.L.C. 0.89% Add +4.1% 8,911 $1.5M
HighVista Strategies LLC 0.53% New 8,900 $1.5M
Marathon Mission, Inc. 1.07% No change 8,898 $1.5M
AlphaMark Advisors, LLC 0.53% Add +24.2% 8,879 $1.5M
Lavaca Capital LLC 0.73% Add +0.1% 8,860 $1.5M
Fox Hill Wealth Management 0.84% Reduce -4.7% 8,859 $1.5M
Wolverine Trading, LLC 0.04% Reduce -97.7% 8,799 $1.5M
Colonial Trust Co / SC 0.23% Reduce -1.6% 8,800 $1.5M
Next Level Private LLC 0.62% Add +1.0% 8,796 $1.5M
Evermay Wealth Management LLC 0.24% Add +2.5% 8,781 $1.5M
Harbert Fund Advisors, LLC 1.22% New 8,750 $1.5M
KLCM Advisors, Inc. 0.18% Add +79.5% 8,740 $1.5M
Pathway Financial Advisors LLC 0.39% Reduce -6.5% 8,720 $1.5M
New Insight Wealth Advisors 0.79% Reduce -7.8% 8,700 $1.5M
Gilbert & Cook, Inc. 0.21% Add +15.8% 8,684 $1.5M
Oxinas Partners, LLC 0.91% Add +0.4% 8,606 $1.5M
Elevated Capital Advisors, LLC 0.39% Reduce -0.9% 8,600 $1.5M
Orrstown Financial Services Inc. 0.44% Add +143.8% 8,558 $1.5M
Dantai Capital Ltd 1.87% No change 8,550 $1.5M
Eisler Capital (US) LLC 0.27% Reduce -73.2% 8,548 $1.5M
Fortis Capital Advisors, LLC 0.49% Add +211.4% 8,500 $1.5M
Center for Financial Planning, Inc. 0.20% Reduce -3.4% 8,499 $1.5M
Clal Insurance Enterprises Holdings Ltd 0.01% No change 8,500 $1.5M
Clear Harbor Asset Management, LLC 0.12% Add +0.7% 8,462 $1.5M
Watts Gwilliam & Co., LLC 0.32% — 8,019 $1.4M
Financial & Tax Architects, LLC 0.37% Reduce -9.3% 8,388 $1.4M
Dover Advisors, LLC 0.82% Add +4.0% 8,385 $1.4M
Seed Wealth Management, Inc. 1.16% No change 8,380 $1.4M
DGS Capital Management, LLC 0.39% Add +19.5% 8,363 $1.4M
Fi3 FINANCIAL ADVISORS, LLC 0.57% Add +72.5% 8,347 $1.4M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.52% Reduce -7.4% 8,336 $1.4M
Five Oceans Advisors 0.69% Reduce -16.6% 8,321 $1.4M
Arax Advisory Partners 0.13% Reduce -3.4% 8,312 $1.4M
Park Edge Advisors, LLC 0.41% Reduce -8.1% 8,305 $1.4M
Cadent Capital Advisors, LLC 0.49% Add +89.9% 8,299 $1.4M
OmniStar Financial Group, Inc. 1.07% Reduce -3.8% 8,265 $1.4M
D'Orazio & Associates, Inc. 0.20% Reduce -5.5% 8,257 $1.4M
Bank Ozk 0.59% Add +3.7% 8,243 $1.4M
Paulson Wealth Management Inc. 0.38% Add +1.0% 8,234 $1.4M
Waypoint Capital Advisors, LLC 0.30% Add +0.8% 8,189 $1.4M
Core Wealth Partners LLC 0.85% Add +22.3% 8,170 $1.4M
KKM Financial LLC 0.70% No change 8,155 $1.4M
Ceeto Capital Group, LLC 0.52% Reduce -19.7% 8,150 $1.4M
Matrix Private Capital Group LLC 0.81% Reduce -0.3% 8,146 $1.4M
Smith, Moore & Co. 0.13% Add +4.3% 8,145 $1.4M
Correct Capital Wealth Management 0.31% Add +39.9% 8,141 $1.4M
K2 Principal Fund, L.P. 0.70% Reduce -41.9% 8,131 $1.4M
Autumn Glory Partners, LLC 0.54% Add +41.2% 7,542 $1.4M
Canvas Wealth Advisors, LLC 0.39% Reduce -81.5% 8,091 $1.4M
Klingman & Associates, LLC 0.09% Add +52.2% 8,081 $1.4M
Roundview Capital LLC 0.10% Add +41.7% 8,079 $1.4M
Ashton Thomas Securities, LLC 0.27% Add +13.9% 8,068 $1.4M
Annis Gardner Whiting Capital Advisors, LLC 0.39% Reduce -11.9% 8,065 $1.4M
WMG Financial Advisors, LLC 0.63% Add +7.3% 8,061 $1.4M
PGIM Custom Harvest LLC 0.03% Add +40.6% 8,057 $1.4M
Clarus Group, Inc. 0.59% Add +47.6% 8,045 $1.4M
Sachetta, LLC 0.55% Reduce -90.0% 8,042 $1.4M
Legacy Edge Advisors, LLC 0.22% Reduce -3.5% 8,041 $1.4M
Nicholas Wealth, LLC. 0.87% Add +46.0% 8,031 $1.4M
Sara-Bay Financial 0.50% Add +1.5% 8,028 $1.4M
Quantum Financial Advisors, LLC 0.22% Reduce -5.0% 8,012 $1.4M
Magnolia Capital Management Ltd. 1.10% No change 8,000 $1.4M
Vantage Wealth 0.30% No change 8,000 $1.4M
Jacobsen Capital Management 0.58% Add +2.5% 7,992 $1.4M
Baker Tilly Wealth Management, LLC 0.61% Reduce -8.6% 7,987 $1.4M
Riverview Trust Co 1.21% Reduce -2.0% 7,977 $1.4M
Fermata Advisors, LLC 0.28% Add +7.5% 7,965 $1.4M
Paragon Private Wealth Management, LLC 0.68% Add +29.2% 7,960 $1.4M
Enterprise Financial Services Corp 0.80% Reduce -5.6% 7,958 $1.4M
Mizuho Securities Co. Ltd. 3.38% Reduce -34.3% 7,950 $1.4M
Strait & Sound Wealth Management LLC 0.67% Reduce -7.0% 7,950 $1.4M
Capital Market Strategies LLC 0.83% Add +7.6% 7,942 $1.4M
Heritage Wealth Management, Inc. 0.45% Reduce -2.2% 7,932 $1.4M
Wagner Wealth Management, LLC 0.37% Reduce -24.3% 7,919 $1.4M
MADDEN SECURITIES Corp 0.59% New 7,913 $1.4M
Intellectus Partners, LLC 0.35% New 7,860 $1.4M
Braun-Bostich & Associates Inc. 0.94% Add +1.5% 7,839 $1.4M
Quad-Cities Investment Group, LLC 0.68% Add +0.1% 7,838 $1.4M
New Republic Capital, LLC 0.77% Reduce -12.6% 7,819 $1.3M
Outlook Wealth Advisors, LLC 0.39% Add +1.0% 7,797 $1.3M
FDx Advisors, Inc. 0.37% Add +9.2% 7,774 $1.3M
Mosaic Financial Group, LLC 0.95% Add +3.9% 7,760 $1.3M
Householder Group Estate & Retirement Specialist, LLC 0.39% Add +4.8% 7,747 $1.3M
Proffitt & Goodson Inc. 0.22% Add +28.3% 7,722 $1.3M
Bulltick Wealth Management, LLC 0.33% Add +40.6% 7,720 $1.3M
Long Run Wealth Advisors, LLC 0.31% Reduce -25.8% 7,714 $1.3M
NCP Inc. 0.76% Add +65.6% 7,700 $1.3M
49 Wealth Management, LLC 0.21% Add +106.2% 7,648 $1.3M
Oxford Financial Group, LTD. LLC 0.08% Reduce -20.6% 7,644 $1.3M
Renasant Bank 0.87% Reduce -10.1% 7,623 $1.3M
David J Yvars Group 0.81% New 7,615 $1.3M
Fidelity D & D Bancorp Inc. 0.87% No change 7,610 $1.3M
Apexium Financial, LP 0.09% No change 7,540 $1.3M
McGlone Suttner Wealth Management, Inc. 0.27% Add +20.9% 7,535 $1.3M
Verum Partners LLC 0.38% Add +1.2% 7,520 $1.3M
Lester Murray Antman dba SimplyRich 0.36% No change 7,520 $1.3M
Excalibur Management Corp. 0.49% Add +8.5% 7,467 $1.3M
Howland Capital Management LLC 0.06% Reduce -20.7% 7,449 $1.3M
Freedom Together Foundation 0.14% Reduce -59.2% 7,440 $1.3M
Davidson Trust Co. 0.66% Add +40.1% 7,438 $1.3M
Cidel Asset Management Inc. 0.09% Reduce -11.5% 7,431 $1.3M
Ramirez Asset Management, Inc. 0.25% No change 7,430 $1.3M
Dogwood Wealth Management LLC 0.73% Add +45.8% 7,377 $1.3M
Morton Brown Family Wealth, LLC 0.45% Reduce -91.6% 7,352 $1.3M
Asahi Life Asset Management Co., LTD. 0.77% Reduce -25.2% 7,350 $1.3M
Kathmere Capital Management, LLC 0.12% Add +9.4% 7,350 $1.3M
GC Wealth Management RIA, LLC 0.22% Add +12.2% 7,318 $1.3M
Opus Capital Group, LLC 0.16% Reduce -0.4% 7,311 $1.3M
Veltria Advisors Corp. 0.50% Reduce -14.4% 7,306 $1.3M
Parametrica Management Ltd 1.50% New 7,300 $1.3M
Holistic Financial Partners 0.61% Add +3.9% 7,295 $1.3M
Prairie Wealth Advisors, Inc. 0.62% Add +0.8% 7,290 $1.3M
Insight Wealth Partners, LLC 0.76% Reduce -0.1% 7,259 $1.3M
Revolve Wealth Partners, LLC 0.19% Reduce -1.1% 7,241 $1.2M
Tiemann Investment Advisors, LLC 0.54% Add +15.5% 7,230 $1.2M
Lantern Wealth Advisors, LLC 0.86% No change 7,224 $1.2M
TFB Advisors LLC 0.37% Add +1.6% 7,214 $1.2M
Wedge Capital Management L L P 0.02% Reduce -1.4% 7,209 $1.2M
Interchange Capital Partners, LLC 0.44% Reduce -0.2% 7,205 $1.2M
Parkside Advisors LLC 0.29% New 7,200 $1.2M
JLB & Associates Inc. 0.16% Add +94.1% 7,182 $1.2M
American State Bank (Iowa) 0.75% Reduce -2.6% 7,148 $1.2M
Meridian Financial Partners LLC 0.62% New 7,112 $1.2M
Zullo Investment Group, Inc. 0.51% Reduce -1.0% 7,070 $1.2M
DB Fitzpatrick & Co, Inc 1.07% Reduce -18.9% 7,060 $1.2M
Chatham Capital Group, Inc. 0.20% Add +7.6% 7,060 $1.2M
Global Trust Asset Management, LLC 0.45% Add +2421.1% 7,059 $1.2M
JT Stratford LLC 0.21% Add +49.7% 7,038 $1.2M
JSF Financial, LLC 0.35% Add +3.5% 7,021 $1.2M
Hartford Funds Management Co LLC 0.11% Add +3.9% 7,016 $1.2M
Inscription Capital, LLC 0.18% Reduce -21.0% 7,011 $1.2M
Monetta Financial Services Inc. 1.03% New 7,000 $1.2M
Burns J W & Co. Inc. 0.16% Add +262.2% 6,990 $1.2M
Carlson Capital Management 0.05% Add +5.8% 6,982 $1.2M
Invenio Wealth Partners LLC 0.52% Add +4.1% 6,977 $1.2M
Fourpath Capital Management, LLC 0.22% Add +9.2% 6,957 $1.2M
Keyes, Stange & Wooten Wealth Management, LLC 0.71% Reduce -5.3% 6,952 $1.2M
Alpha DNA Investment Management LLC 0.65% Add +20.3% 6,940 $1.2M
Summit Financial Wealth Advisors, LLC 0.22% Add +1.0% 6,930 $1.2M
Seven Mile Advisory 0.79% Add +12.8% 6,928 $1.2M
Valmark Advisers, Inc. 0.02% Reduce -5.4% 6,918 $1.2M
Sunpointe, LLC 0.98% Reduce -2.0% 6,916 $1.2M
Syntax Research, Inc. 0.81% Reduce -1.7% 6,899 $1.2M
Cahaba Wealth Management, Inc. 0.10% Reduce -1.9% 6,876 $1.2M
Clear Creek Financial Management, LLC 0.13% Add +4.7% 6,860 $1.2M
M3 Advisory Group, LLC 0.87% Add +33.6% 6,843 $1.2M
Family Manage LLC 0.20% Reduce -77.9% 6,813 $1.2M
Fiduciary Group, LLC 0.12% Add +0.6% 6,810 $1.2M
Polianta Ltd 0.55% New 6,800 $1.2M
BigSur Wealth Management LLC 0.32% Add +17.4% 6,797 $1.2M
Seamount Financial Group Inc. 0.88% Reduce -53.1% 6,785 $1.2M
Capital Advisors, Ltd. LLC 0.15% Add +2.5% 6,783 $1.2M
Gould Asset Management LLC 0.25% Reduce -5.4% 6,780 $1.2M
Sabal Trust CO 0.06% Add +12.6% 6,780 $1.2M
Keystone Financial Group 0.15% Add +5.2% 6,776 $1.2M
Net Worth Advisory Group 0.35% — 6,769 $1.2M
Planning Capital Management Corp 0.77% Add +89.1% 6,769 $1.2M
Plancorp, LLC 0.05% Add +3.9% 6,763 $1.2M
Fort Sheridan Advisors LLC 0.18% Add +4.5% 6,730 $1.2M
Courier Capital LLC 0.08% Reduce -1.1% 6,728 $1.2M
Fairhaven Wealth Management, LLC 0.35% Add +0.6% 6,710 $1.2M
Abel Hall, LLC 0.76% Reduce -0.4% 6,686 $1.2M
IMS Capital Management 0.52% Reduce -90.0% 6,682 $1.2M
Saxony Capital Management, LLC 1.05% Add +2.7% 6,642 $1.1M
Drake & Associates, LLC 0.37% Add +25.4% 6,631 $1.1M
General Partner, Inc. 0.71% No change 6,630 $1.1M
Advisory Resource Group 0.24% Add +19.0% 6,627 $1.1M
Peninsula Wealth, LLC 0.20% Reduce -33.6% 6,465 $1.1M
SevenBridge Financial Group, LLC 0.22% Reduce -90.2% 6,371 $1.1M
Connective Portfolio Management, LLC 2.01% No change 6,800 $1.1M
Plan Group Financial, LLC 0.60% Add +8.4% 6,599 $1.1M
KADENSA CAPITAL Ltd 0.30% New 6,590 $1.1M
Union Savings Bank 0.56% Reduce -0.9% 6,588 $1.1M
Kades & Cheifetz LLC 0.65% Add +0.3% 6,572 $1.1M
Canandaigua National Bank & Trust Co. 0.11% Reduce -9.1% 6,570 $1.1M
Canopy Partners, LLC 0.49% Add +4.4% 6,548 $1.1M
BOS Asset Management, LLC 0.42% Add +21.3% 6,548 $1.1M
Dearborn Partners LLC 0.05% Add +2.0% 6,540 $1.1M
Commonwealth Financial Services, LLC 0.22% Add +4.9% 6,735 $1.1M
Wealth Group, Ltd. 0.75% Add +2.9% 6,523 $1.1M
Redhawk Wealth Advisors, Inc. 0.16% Add +6.7% 6,521 $1.1M
Allen Capital Group, LLC 0.14% Add +8.1% 6,518 $1.1M
J.P. Marvel Investment Advisors, LLC 0.18% Reduce -1.2% 6,500 $1.1M
Thrive Wealth Management, LLC 0.21% Add +17.7% 6,499 $1.1M
Transamerica Financial Advisors, LLC 0.11% Reduce -58.3% 6,477 $1.1M
Warren Street Wealth Advisors, LLC 0.46% Add +12.5% 6,479 $1.1M
Ssi Investment Management LLC 0.43% No change 6,466 $1.1M
L.M. Kohn & Company 0.28% Add +9.2% 6,453 $1.1M
Elevatus Welath Management 0.36% Reduce -76.1% 6,444 $1.1M
Latitude Advisors, LLC 0.63% Add +9.8% 6,436 $1.1M
Operose Advisors LLC 0.36% Add +1.3% 6,415 $1.1M
Synergy Financial Group, LTD 1.05% Reduce -0.4% 6,397 $1.1M
Wintrust Investments LLC 0.81% Reduce -90.2% 6,370 $1.1M
RIA Advisory Group LLC 0.39% — 6,363 $1.1M
Prentice Wealth Management LLC 0.33% Reduce -10.4% 6,359 $1.1M
Osborne Partners Capital Management, LLC 0.06% Reduce -8.7% 6,357 $1.1M
Benchmark Financial Wealth Advisors, LLC 0.37% Add +55.4% 6,354 $1.1M
Pine Valley Investments Ltd Liability Co 0.08% Reduce -41.4% 6,341 $1.1M
Rogco, LP 0.43% Add +5.6% 6,337 $1.1M
LexAurum Advisors, LLC 0.24% Reduce -25.5% 6,325 $1.1M
Astoria Portfolio Advisors LLC. 0.37% Reduce -0.2% 6,010 $1.1M
Whalerock Point Partners, LLC 0.27% Add +59.1% 6,300 $1.1M
Roberts Glore & Co. Inc. 0.31% Add +0.8% 6,292 $1.1M
WESPAC Advisors, LLC 0.80% Add +4.7% 6,272 $1.1M
Centric Wealth Management 0.29% Reduce -90.0% 6,019 $1.1M
Delta Financial Group, Inc. 0.40% Add +9.8% 6,256 $1.1M
Gateway Advisory, LLC 0.17% Reduce -5.1% 6,188 $1.1M
MJP Associates Inc. 0.20% Add +38.3% 6,170 $1.1M
Financial Management Professionals, Inc. 0.13% Add +0.5% 6,171 $1.1M
Capital Insight Partners, LLC 0.19% Add +18.8% 6,166 $1.1M
ORG Partners LLC 0.17% Add +3.2% 6,161 $1.1M
Peak Planning Group, LLC 0.47% Reduce -1.3% 6,152 $1.1M
Means Investment Co., Inc. 0.12% Add +29.9% 6,144 $1.1M
Ausdal Financial Partners, Inc. 0.11% Add +89.2% 6,130 $1.1M
Integral Investment Advisors, Inc. 0.29% Add +1.3% 6,095 $1.1M
Laidlaw Wealth Management LLC 0.52% Add +22.6% 6,091 $1.1M
Emerald Advisors, LLC 0.15% Reduce -4.1% 5,840 $1.1M
Argent Financial Group, Inc. 0.12% — 6,080 $1.0M
Mill Creek Capital Advisors, LLC 0.03% Reduce -23.6% 6,080 $1.0M
Columbus Macro, LLC 0.38% Reduce -9.9% 5,970 $1.0M
Bryn Mawr Trust Advisors, LLC 0.06% Add +14.3% 6,059 $1.0M
US Asset Management LLC 0.92% Reduce -1.5% 6,020 $1.0M
Marino, Stram & Associates LLC 0.23% Add +11.9% 6,056 $1.0M
ERn Financial, LLC 0.16% Add +11.3% 6,052 $1.0M
Sage Private Wealth Group, LLC 0.82% Add +1.0% 6,051 $1.0M
MN Wealth Advisors, LLC 0.59% Add +0.3% 6,048 $1.0M
Sage Rhino Capital LLC 0.23% Reduce -1.0% 6,048 $1.0M
Northwest Bancshares, Inc. 0.18% Reduce -3.8% 6,032 $1.0M
Andina Capital Management, LLC 0.79% Add +11.8% 6,017 $1.0M
Intrepid Financial Planning Group LLC 0.44% Add +4.9% 6,010 $1.0M
Bantamac Capital, LLC 0.50% Add +47.2% 6,005 $1.0M
Beacon Bank & Trust 0.24% Add +4.6% 6,002 $1.0M
Andar Capital Management HK Ltd 1.37% New 6,000 $1.0M
Ionic Capital Management LLC 0.92% New 6,000 $1.0M
CapitalatWork S.A. 0.04% New 6,000 $1.0M
Angeles Investment Advisors, LLC 0.05% Reduce -5.3% 5,992 $1.0M
Cascade Investment Group, Inc. 0.76% Add +0.7% 5,982 $1.0M
Hara Capital LLC 0.64% Reduce -39.5% 5,960 $1.0M
TCFG Wealth Management, LLC 0.52% — 5,959 $1.0M
Hoxton Planning & Management, LLC 0.40% Add +1.3% 5,955 $1.0M
Athena Investment Management 0.58% Add +10.5% 5,943 $1.0M
Tranquility Partners, LLC 0.37% Reduce -4.8% 5,942 $1.0M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.18% No change 5,940 $1.0M
Apeiron RIA LLC 0.29% Reduce -0.4% 5,927 $1.0M
Stableford Capital II LLC 0.41% Reduce -91.0% 5,628 $1.0M
Cavalry Management Group, LLC 4.58% Add +393.3% 5,919 $1.0M
Gold Investment Management Ltd. 0.43% Reduce -19.1% 5,910 $1.0M
Heritage Wealth Partners, LLC 1.20% Reduce -17.6% 5,913 $1.0M
World Equity Group, Inc. 0.37% Reduce -11.3% 5,910 $1.0M
Trail Ridge Investment Advisors, LLC 0.48% Reduce -3.7% 5,863 $1.0M
Uptick Partners, LLC 0.43% Add +14.0% 5,881 $1.0M
Carr Financial Group Corp 0.30% Add +17.7% 5,874 $1.0M
TCI Wealth Advisors, Inc. 0.09% Add +9.1% 5,845 $1.0M
BIP Wealth, LLC 0.07% Add +0.6% 5,844 $1.0M
Virtus Advisers, LLC 0.47% Reduce -16.5% 5,839 $1.0M
Boulder Wealth Advisors, LLC 0.55% Reduce -3.2% 5,830 $1.0M
Traveka Wealth, LLC 0.51% Add +4.3% 5,821 $1.0M
nVerses Capital, LLC 0.46% Add +190.0% 5,800 $1.0M
Rosenberg Matthew Hamilton 0.26% Add +1.0% 5,798 $1.0M
Triton Financial Group Inc 0.64% Add +0.5% 5,786 $998K
Prelude Capital Management, LLC 0.08% Reduce -46.0% 5,782 $997K
Peoples Bank 0.51% Reduce -20.5% 5,779 $997K
Whalen Wealth Management Inc. 0.70% New 5,778 $997K
Altfest L J & Co. Inc. 0.13% Add +361.9% 5,774 $996K
Summit Wealth Partners, LLC 0.19% Add +15.6% 5,770 $995K
KPP Advisory Services LLC 0.24% Add +3.1% 5,752 $992K
Coppell Advisory Solutions LLC 0.15% Reduce -9.2% 5,745 $992K
BluePointe Capital Management, LLC 0.64% Add +0.1% 5,716 $986K
Heritage Investment Group, Inc. 0.19% Add +227.8% 5,671 $978K
Barr E S & Co. 0.06% Add +1.3% 5,670 $978K
Liberty Wealth Management LLC 0.17% Reduce -92.9% 5,654 $975K
Paragon Capital Management Ltd 0.19% Reduce -28.6% 5,637 $972K
Neo Ivy Capital Management 0.31% New 5,636 $972K
BlackDiamond Wealth Management, LLC 0.59% Reduce -87.3% 5,514 $972K
Cassaday & Co Wealth Management LLC 0.03% Add +58.8% 5,620 $969K
Paladin Wealth, LLC 0.84% — 5,604 $967K
Townsend Asset Management Corp. /NC/ 0.36% Reduce -0.1% 5,602 $966K
LPWM LLC 0.32% No change 5,620 $966K
Guild Investment Management, Inc. 1.06% No change 5,600 $966K
AllSquare Wealth Management LLC 0.55% Reduce -5.1% 5,600 $966K
Horan Securities, Inc. 0.37% Reduce -3.8% 5,588 $964K
Kensington Investment Counsel, LLC 0.40% Add +5.8% 5,586 $964K
Steel Grove Capital Advisors, LLC 0.14% Reduce -5.6% 5,578 $963K
First Heartland Consultants, Inc. 0.10% Reduce -38.1% 5,569 $961K
Trueblood Wealth Management, LLC 0.48% Add +4.0% 5,562 $959K
Corundum Group, Inc. 0.44% Add +4.7% 5,548 $957K
CSS LLC 0.17% No change 5,540 $956K
Evernest Financial Advisors, LLC 0.26% Add +212.5% 5,531 $954K
Boomfish Wealth Group, LLC 0.58% New 5,509 $950K
Financial Security Advisor, Inc. 0.24% Reduce -9.5% 5,494 $948K
Notis-McConarty Edward 0.43% Reduce -49.3% 5,475 $944K
Silvia McColl Wealth Management, LLC 0.71% No change 5,470 $944K
Code Waechter LLC 0.90% — 5,454 $941K
Transcendent Capital Group LLC 0.48% Add +37.8% 5,444 $939K
Mitchell Sinkler & Starr 0.24% Reduce -90.0% 5,440 $938K
Curbstone Financial Management Corp 0.20% No change 5,440 $938K
Source Financial Advisors LLC 0.28% Reduce -1.0% 5,437 $938K
Private Portfolio Partners LLC 0.18% New 5,427 $936K
Element Pointe Advisors, LLC 0.23% Reduce -4.2% 5,420 $935K
Sterling Investment Counsel, LLC 0.33% New 5,369 $926K
Ewa, LLC 0.33% Reduce -88.7% 5,425 $924K
Paces Ferry Wealth Advisors, LLC 0.53% Reduce -1.4% 5,356 $924K
DT Investment Partners, LLC 0.07% Add +8.0% 5,347 $922K
MKT Advisors LLC 0.43% Add +1.2% 5,403 $922K
Integrated Investment Consultants, LLC 0.20% Add +44.5% 5,345 $922K
Indie Asset Partners, LLC 0.69% Reduce -0.9% 5,343 $922K
Verus Capital Partners, LLC 0.09% Add +51.4% 5,330 $921K
D.B. Root & Company, LLC 0.30% Add +115.1% 5,334 $920K
Blake Schutter Theil Wealth Advisors, LLC 0.66% — 5,321 $918K
Cohen & Steers, Inc. 0.00% Reduce -28.3% 5,303 $915K
Sunflower Bank, N.A. 0.25% Add +32.4% 5,295 $913K
Fiduciary Alliance LLC 0.12% Add +13.3% 5,291 $913K
Horizon Family Wealth, Inc. 0.65% Add +1.4% 5,291 $913K
Investors Asset Management of Georgia Inc. /Ga/ 0.43% No change 5,290 $913K
Addison Advisors LLC 0.25% Reduce -2.6% 5,287 $912K
Sax Wealth Advisors, LLC 0.08% Add +30.8% 5,270 $909K
Ninepoint Partners LP 0.12% Add +7.3% 5,258 $907K
Shelton Wealth Management, LLC 0.51% Add +2.5% 5,257 $907K
Atlas Capital Advisors Inc. 0.14% No change 5,250 $906K
First Affirmative Financial Network 0.49% Add +11.0% 5,226 $902K
Cobblestone Capital Advisors LLC 0.05% Add +9.3% 5,225 $901K
United Community Bank 0.35% Add +13.6% 5,215 $900K
Dohj, LLC 0.21% Reduce -2.3% 5,266 $899K
Advisors Management Group Inc. 0.21% New 5,206 $898K
Virtue Capital Management, LLC 0.18% Reduce -90.4% 5,192 $896K
Paladin Advisory Group, LLC 0.66% Reduce -8.6% 5,190 $895K
Motiv8 Investments LLC 0.60% Reduce -3.6% 5,186 $895K
Martingale Asset Management L P 0.02% Reduce -93.8% 5,174 $893K
Argyle Capital Management, LLC 0.35% Reduce -13.4% 5,168 $891K
RFG Holdings, Inc. 0.31% Add +10.8% 5,151 $890K
Kolinsky Wealth Management, LLC 0.58% Add +4.6% 5,156 $889K
Lifestyle Asset Management, Inc. 0.49% Add +6.0% 5,149 $888K
Capital Wealth Planning, LLC 0.01% Add +32.3% 5,146 $888K
Sovereign Financial Group, Inc. 0.21% Add +1.3% 5,146 $888K
Van Strum & Towne Inc. 0.31% Add +41.8% 5,120 $883K
PAX Financial Group, LLC 0.16% Add +21.6% 5,120 $883K
KilterHowling LLC 0.55% Add +1.8% 5,118 $883K
Tradewinds, LLC. 0.27% Reduce -43.5% 5,104 $880K
Talisman Wealth Advisors LLC 0.92% Reduce -2.4% 5,087 $878K
Resurgent Financial Advisors LLC 0.52% Reduce -5.5% 5,091 $878K
EdgeRock Capital LLC 0.62% Add +9.6% 5,075 $876K
FOCUS Wealth Advisors, LLC 0.44% No change 5,060 $873K
Iams Wealth Management, LLC 0.43% Add +62.6% 5,058 $873K
Impact Partnership Wealth, LLC 0.20% Add +58.4% 5,052 $871K
Acorn Creek Capital LLC 0.46% Reduce -10.0% 5,048 $871K
VeraBank, N.A. 0.25% Reduce -1.2% 5,030 $868K
WealthPLAN Partners, LLC 0.12% Reduce -62.8% 5,022 $866K
Smith Anglin Financial, LLC 0.08% Add +32.0% 5,017 $865K
FPC Investment Advisory, Inc. 0.73% Reduce -47.5% 4,940 $865K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.33% Add +9922.0% 5,011 $864K
DCF Advisers, LLC 0.45% Reduce -48.7% 5,000 $863K
Rappaport Reiches Capital Management, LLC 0.23% Reduce -3.3% 4,999 $862K
Florida Financial Advisors, LLC 0.44% Add +28.3% 5,029 $861K
Delta Investment Management, LLC 0.18% Reduce -2.3% 4,981 $859K
Beacon Bridge Wealth Partners, LLC 0.37% Add +8.2% 4,965 $856K
Fairscale Capital, LLC 0.75% Reduce -90.2% 4,962 $856K
Thrive Capital Management, LLC 0.40% Reduce -2.7% 4,962 $856K
Ipswich Investment Management Co., Inc. 0.20% Add +13.8% 4,960 $856K
Aveo Capital Partners, LLC 0.09% Add +6.1% 4,956 $855K
Berkeley Capital Partners, LLC 0.24% Add +4.7% 4,950 $854K
First Community Trust NA 0.70% Add +1.7% 4,944 $853K
Occudo Quantitative Strategies LP 0.16% Reduce -86.9% 4,942 $852K
Samalin Investment Counsel, LLC 0.37% Reduce -0.3% 4,933 $851K
RAM Investment Partners, LLC 0.22% Add +110.0% 4,914 $848K
Hillsdale Investment Management Inc. 0.07% Add +34.6% 4,914 $848K
Keudell/Morrison Wealth Management 0.23% Reduce -5.0% 4,911 $847K
LaSalle St. Investment Advisors, LLC 0.33% Add +28.0% 4,915 $847K
Auxano Advisors, LLC 0.22% Add +15.2% 4,908 $847K
Shufro Rose & Co. LLC 0.07% Reduce -90.0% 527 $846K
Beta Wealth Group, Inc. 0.38% New 4,901 $846K
Inlet Private Wealth, LLC 0.21% Reduce -9.3% 4,882 $842K
1858 Wealth Management, LLC 0.69% Reduce -0.8% 4,861 $839K
Roman Butler Fullerton & Co. 0.25% Add +30.4% 4,746 $835K
Rovin Capital /Ut/ 0.31% Add +29.5% 4,829 $833K
Secure Asset Management, LLC 0.14% Add +9.9% 4,793 $827K
United Advisor Group, LLC 0.19% Add +74.2% 4,790 $826K
Rollins Financial Advisors, LLC 0.14% Add +5.5% 4,780 $824K
Atlas Private Wealth Advisors 0.12% Add +0.6% 4,759 $821K
Diversified, LLC 0.09% Add +20.3% 4,751 $820K
Diversified Enterprises, LLC 0.09% — 4,751 $820K
Goldstone Financial Group, LLC 0.14% Add +6.8% 4,751 $819K
Old Mission Capital LLC 0.02% Add +171.0% 4,742 $818K
WealthTrust Asset Management, LLC 0.61% New 4,715 $813K
FWG Holdings, LLC 0.40% Reduce -90.0% 4,721 $812K
Voya Financial Advisors, Inc. 0.09% Reduce -31.7% 4,701 $812K
Red Wave Investments LLC 0.28% Reduce -5.6% 4,701 $811K
Consilio Wealth Advisors, LLC 0.33% Add +15.6% 4,695 $810K
Vicus Capital 0.07% Reduce -30.3% 4,680 $807K
Callahan Advisors, LLC 0.08% Reduce -2.5% 4,672 $806K
German American Bancorp, Inc. 0.09% Add +5.4% 4,660 $804K
Intelligence Driven Advisers, LLC 0.11% Reduce -33.6% 4,652 $802K
Cottage Street Advisors LLC 0.43% No change 4,626 $798K
Patrick M Sweeney & Associates, Inc. 0.58% Add +1.1% 4,599 $793K
Cypress Wealth Services, LLC 0.16% Add +13.2% 4,594 $792K
Wealthstream Advisors, Inc. 0.14% Reduce -8.4% 4,591 $792K
Wambolt & Associates, LLC 0.22% Add +30.1% 4,724 $791K
J.Safra Asset Management Corp 0.08% Add +66.6% 4,581 $791K
Summitry LLC 0.04% Add +167.3% 4,570 $788K
Asset Allocation & Management Company, LLC 0.50% No change 4,570 $788K
Root Financial Partners, LLC 0.13% Add +25.4% 4,564 $787K
Gilman Hill Asset Management, LLC 0.13% Reduce -9.9% 4,560 $787K
Milestone Asset Management, LLC 0.18% New 4,555 $786K
Selway Asset Management 0.31% No change 4,550 $785K
Mason & Associates Inc 0.19% New 4,527 $781K
Private Wealth Partners, LLC 0.06% Add +25.3% 4,522 $780K
Triumph Capital Management 0.28% Add +11.0% 4,505 $777K
Oder Investment Management, LLC 0.67% No change 4,504 $777K
Creative Financial Designs Inc. 0.07% Add +6.2% 4,503 $777K
Aries Wealth Management 0.21% Add +145.9% 4,500 $776K
State of Wyoming 0.11% Reduce -3.1% 4,496 $776K
Marest Capital, LLC 0.66% Reduce -0.4% 4,493 $775K
Merriman Wealth Management, LLC 0.03% Add +1.5% 4,487 $774K
Semus Wealth Partners LLC 0.54% Add +255.3% 4,477 $772K
BBR Partners, LLC 0.06% Reduce -9.0% 4,470 $771K
Fairview Capital Investment Management, LLC 0.04% Add +205.5% 4,460 $769K
Cornerstone Advisory, LLC 0.10% Add +4.5% 4,453 $768K
Bangor Savings Bank 0.07% Add +3.5% 4,449 $767K
Foster Group, Inc. 0.03% Reduce -2.9% 4,448 $767K
Aurora Private Wealth, Inc. 0.60% Add +19.6% 4,439 $766K
Brooks, Moore & Associates, Inc. 0.45% Add +72.2% 4,425 $763K
Guardian Capital Advisors LP 0.07% New 4,550 $762K
Blodgett Wealth Advisors, LLC 0.64% No change 4,408 $760K
Security Financial Services, INC. 0.15% Add +3.6% 4,405 $760K
Three Seasons Wealth, LLC 0.40% Reduce -11.3% 4,402 $759K
Smith Shellnut Wilson LLC 0.34% Add +11.4% 4,402 $759K
Aletheian Wealth Advisors LLC 0.44% Add +0.3% 4,374 $755K
Wealth Quarterback LLC 0.39% Add +8.2% 4,370 $754K
Ridgewood Investments LLC 0.38% Add +4261.0% 4,361 $752K
Northcape Wealth Management, LLC 0.25% Add +2.5% 4,354 $751K
Blackston Financial Advisory Group, LLC 0.39% New 4,346 $750K
Congress Park Capital LLC 0.28% Reduce -10.7% 4,320 $745K
J. L. Bainbridge & Co., Inc. 0.07% No change 4,320 $745K
McAdam, LLC 0.04% Add +20.4% 4,312 $744K
Caldwell Investment Management Ltd. 0.52% Reduce -73.1% 4,300 $742K
Bordeaux Wealth Advisors LLC 0.13% Add +66.4% 4,277 $738K
Hofer & Associates. Inc 0.51% Add +0.5% 4,260 $735K
Douglas Lane & Associates, LLC 0.01% Add +5.2% 4,251 $733K
IMZ Advisory Inc 0.34% New 4,147 $733K
Beacon Capital Management, LLC 0.10% Add +23.1% 4,246 $732K
Cottonwood Capital Advisors, LLC 0.54% Reduce -0.1% 4,245 $732K
American Trust 0.06% Reduce -3.6% 4,240 $731K
Smart Money Group LLC 0.26% Reduce -89.5% 4,305 $731K
Kellett Wealth Advisors, LLC 0.52% Add +8.4% 4,228 $729K
Meridian Wealth Partners, LLC 0.11% Add +8.1% 4,227 $729K
Smith Chas P & Associates Pa Cpas 0.04% Add +1.5% 4,211 $726K
NORTHSTAR ASSET MANAGEMENT Co 0.17% No change 4,200 $725K
Sandler Capital Management 0.14% Reduce -89.2% 4,190 $723K
Lafayette Investments, Inc. 0.15% Add +6.4% 4,180 $721K
Affinity Wealth Management LLC 0.13% Reduce -4.3% 4,172 $720K
RW Investment Management LLC 0.09% Reduce -4.5% 4,171 $719K
Rockport Wealth LLC 0.19% No change 4,170 $719K
TNF LLC 0.26% Reduce -90.0% 4,190 $718K
Gill Capital Partners, LLC 0.26% Add +1.1% 4,155 $717K
Texas Capital Bank Wealth Management Services Inc 0.07% Add +4.5% 4,139 $714K
One Plus One Wealth Management, LLC 0.42% Reduce -3.3% 4,137 $714K
Cynosure Group, LLC 0.10% Reduce -63.8% 4,130 $712K
Telos Capital Management, Inc. 0.07% Add +2.5% 4,110 $709K
Morton Capital Management LLC 0.14% Add +141.7% 4,108 $709K
Summit Securities Group LLC 0.45% Reduce -52.4% 4,100 $707K
Bar Harbor Wealth Management 0.05% Reduce -6.7% 4,097 $707K
Winthrop Advisory Group LLC 0.09% Add +26.6% 4,088 $705K
Lion Street Advisors, LLC 0.25% Add +26.1% 4,087 $705K
Clarity Wealth Advisors, LLC 0.20% Add +5.5% 4,084 $704K
RKL Wealth Management LLC 0.06% Add +31.6% 4,081 $704K
Private Capital Management LLC 0.13% Reduce -71.3% 4,077 $703K
Greenspring Advisors, LLC 0.15% New 4,075 $703K
OneAscent Wealth Management LLC 0.27% No change 4,066 $701K
Wetzel Investment Advisors, Inc. 0.35% Add +8.5% 4,057 $700K
Ellevest, Inc. 0.04% Add +5.9% 4,045 $698K
Key Client Fiduciary Advisors, LLC 0.32% Add +4.5% 4,044 $698K
Wealth Dimensions Group, Ltd. 0.18% Add +10.2% 4,043 $697K
DSM Capital Partners LLC 0.01% Add +201.6% 4,042 $697K
Provident Investment Management, Inc. 0.06% Reduce -11.4% 4,020 $693K
Legacy Capital Group California, Inc. 0.23% Reduce -1.3% 4,017 $693K
Catalyst Private Wealth, LLC 0.34% No change 4,010 $692K
Intergy Private Wealth, LLC 0.26% Reduce -0.7% 4,002 $690K
Lattice Capital Management, LLC 0.63% New 4,000 $690K
PFC Capital Group, Inc. 0.33% Add +20.3% 4,005 $690K
Lighthouse Investment Partners, LLC 0.04% New 4,000 $690K
Arthur M. Cohen & Associates, LLC 0.12% Add +2.5% 4,120 $690K
Bruce G. Allen Investments, LLC 0.53% Reduce -5.2% 3,993 $689K
McNaughton Wealth Management, LLC 0.33% New 3,980 $687K
Sargent Investment Group, LLC 0.12% Add +6.1% 3,980 $687K
Charter Oak Capital Management, LLC 0.06% Add +67.9% 3,979 $686K
Cahill Financial Advisors Inc. 0.09% Reduce -0.1% 3,976 $686K
Versant Capital Management, Inc 0.16% Add +27.3% 3,973 $685K
LJI Wealth Management, LLC 0.14% Add +7.0% 3,971 $685K
Grant/GrossMendelsohn, LLC 0.29% Reduce -1.9% 3,952 $682K
Verity Asset Management, Inc. 0.26% Reduce -10.5% 3,945 $681K
Strategic Advisors LLC 0.13% Add +123.0% 3,925 $677K
Knightsbridge Asset Management, LLC 0.15% Add +9.9% 3,923 $677K
1620 Investment Advisors, Inc. 0.50% Reduce -31.5% 3,905 $674K
Sigma Investment Counselors Inc. 0.04% Add +6.4% 3,895 $672K
San Luis Wealth Advisors LLC 0.14% Add +3.9% 3,884 $670K
Trust Co of the South 0.14% No change 3,880 $669K
Steigerwald, Gordon & Koch Inc. 0.07% Add +2.5% 3,876 $669K
Hamilton Wealth, LLC 0.16% Reduce -18.7% 3,861 $666K
Kavar Capital Partners Group, LLC 0.11% No change 3,860 $666K
Weatherly Asset Management L. P. 0.06% No change 3,859 $666K
Coastline Trust Co 0.08% Reduce -57.4% 3,857 $665K
SMART Wealth LLC 0.26% New 3,840 $662K
Allstate Corp. 0.06% Reduce -73.4% 3,835 $662K
Ethos Financial Group, LLC 0.11% Reduce -1.9% 3,827 $660K
GSG Advisors LLC 0.22% Add +16.8% 3,936 $659K
New Covenant Trust Company, N.A. 0.64% Reduce -88.1% 3,817 $659K
White Knight Strategic Wealth Advisors, LLC 0.60% No change 3,820 $659K
Twin Peaks Wealth Advisors, LLC 0.30% Reduce -70.8% 3,816 $658K
WealthBridge Capital Management, LLC 0.19% Add +8.6% 3,801 $656K
ORBA Wealth Advisors, L.L.C. 0.33% No change 3,800 $656K
Emerald Mutual Fund Advisers Trust 0.03% No change 3,800 $656K
Gries Financial LLC 0.12% Add +6.6% 3,783 $653K
Truepoint, Inc. 0.02% Add +78.4% 3,782 $652K
Fortitude Family Office, LLC 0.26% Add +14.6% 3,780 $652K
Catalyst Capital Advisors LLC 0.01% Reduce -15.9% 3,778 $652K
Tejara Capital Ltd 0.31% New 3,769 $650K
O'Dell Group, LLC 0.14% Add +5.7% 3,763 $649K
Hartline Investment Corp./ 0.08% Add +0.1% 3,754 $648K
waypoint wealth counsel 0.44% Add +40.5% 3,751 $647K
Redwood Investment Management, LLC 0.06% Reduce -58.1% 3,748 $647K
Elgethun Capital Management 0.15% No change 3,750 $647K
Kozak & Associates, Inc. 0.15% Add +0.6% 3,651 $646K
Crown Wealth Group, LLC 0.28% Reduce -26.9% 3,737 $645K
Kohmann Bosshard Financial Services, LLC 0.08% No change 3,728 $643K
DHJJ Financial Advisors, Ltd. 0.25% No change 3,720 $642K
Financial Management Network Inc. 0.13% Add +0.8% 3,628 $641K
Flynn Zito Capital Management, LLC 0.31% Add +0.8% 3,701 $638K
Cannon Advisors, Inc. 0.52% — 3,696 $638K
Goldstein Advisors, LLC 0.10% Add +39.5% 3,683 $635K
Lakewood Asset Management LLC 0.43% Add +15.8% 3,682 $635K
Insight Folios Inc 0.23% Reduce -3.5% 3,676 $634K
Bremer Bank National Association 0.12% Reduce -12.7% 3,674 $634K
Missouri Trust & Investment Co 0.22% Reduce -0.5% 3,660 $631K
Debussy Capital Management LP 0.18% Add +8.7% 3,653 $630K
Finer Wealth Management, Inc. 0.39% Reduce -0.8% 3,650 $630K
Foundry Partners, LLC 0.03% Reduce -6.4% 3,650 $630K
Register Financial Advisors LLC 0.32% Add +2.7% 3,646 $629K
Motive Wealth Advisors 0.38% Reduce -90.0% 391 $628K
First Command Advisory Services, Inc. 0.01% Add +0.2% 3,637 $627K
Guidance Point Advisors, LLC 0.19% Reduce -7.9% 3,637 $627K
Garden State Investment Advisory Services LLC 0.20% Add +4.3% 3,628 $627K
Capital Planning LLC 0.18% Add +3.5% 3,624 $625K
Evolution Wealth Advisors, LLC 0.11% Add +135.3% 3,623 $625K
Facet Wealth, Inc. 0.02% Reduce -82.5% 3,698 $625K
BWM Planning, LLC 0.28% — 3,613 $623K
Cherrydale Wealth Management, LLC 0.25% Add +1.7% 3,600 $621K
Glass Jacobson Investment Advisors llc 0.21% Add +0.5% 3,596 $620K
WBH Advisory Inc. 0.06% Add +0.7% 3,574 $616K
Occidental Asset Management, LLC 0.10% Add +33.8% 3,571 $616K
Investment Partners Asset Management, Inc. 0.50% Reduce -1.4% 3,570 $616K
Baron Silver Stevens Financial Advisors, LLC 0.11% Add +5.9% 3,569 $616K
Axiom Advisory, LLC 0.01% Reduce -11.3% 3,354 $616K
Lockerman Financial Group, Inc. 1.04% Add +9.5% 3,560 $614K
Range Financial Group LLC 0.84% Reduce -63.8% 3,555 $613K
Plante Moran Financial Advisors, LLC 0.05% Reduce -14.2% 3,554 $613K
My Legacy Advisors, LLC 0.24% Reduce -9.2% 3,550 $612K
Weil Company, Inc. 0.20% New 3,550 $612K
Vienna Asset Management LLC 0.45% Reduce -17.5% 3,549 $612K
WJ Wealth Management, LLC 0.21% Add +87.5% 3,526 $608K
Enterprise Bank & Trust Co 0.20% Reduce -2.1% 3,525 $608K
Harbor Advisors LLC 0.10% No change 3,500 $604K
Sandy Cove Advisors, LLC 0.25% Add +6.4% 3,491 $602K
Red Door Wealth Management, LLC 0.10% No change 3,479 $600K
Tandem Wealth Advisors LLC 0.30% Reduce -2.7% 3,473 $599K
Contravisory Investment Management, Inc. 0.13% Add +0.3% 3,430 $592K
Trivant Custom Portfolio Group, LLC 0.34% Reduce -2.8% 3,420 $590K
Dean Investment Associates, LLC 0.08% Reduce -8.6% 3,410 $588K
Certified Advisory Corp 0.07% Add +8.6% 3,410 $588K
Mraz, Amerine & Associates, Inc. 0.11% Add +3.0% 3,400 $587K
Carlyle Group Inc. 0.06% Reduce -55.0% 3,397 $586K
BayBridge Capital Group, LLC 0.42% Add +7.8% 3,397 $586K
Arkos Global Advisors 0.08% Reduce -18.3% 3,391 $585K
Luts & Greenleigh Group, Inc. 0.56% Add +27.4% 3,389 $585K
Kirtland Hills Capital Management, LLC 0.32% Add +13.1% 3,383 $584K
Juncture Wealth Strategies, LLC 0.23% Reduce -0.3% 3,380 $583K
Investors Research Corp 0.13% No change 3,380 $583K
SC&H Financial Advisors, Inc. 0.13% Add +41.8% 3,375 $582K
EntryPoint Capital, LLC 0.33% Add +112.0% 3,371 $581K
Clarity Financial LLC 0.07% Reduce -2.1% 3,368 $581K
Eight 31 Financial, LLC 0.45% Reduce -12.3% 3,350 $578K
Jackson Thornton Wealth Management, LLC 0.08% Reduce -4.5% 3,344 $577K
MeadowBrook Investment Advisors LLC 0.53% Add +45.9% 3,340 $576K
RiverFront Investment Group, LLC 0.01% Reduce -80.7% 3,337 $576K
Optivise Advisory Services LLC 0.30% Add +11.1% 3,333 $575K
Barings LLC 0.01% Reduce -17.3% 3,331 $575K
Walkner Condon Financial Advisors LLC 0.12% Reduce -1.3% 3,326 $574K
Global Strategic Investment Solutions, LLC 0.07% Add +6.2% 3,325 $574K
Campbell Wealth Management 0.05% Add +60.0% 3,312 $571K
Maiden Cove Capital, LLC 0.89% New 3,310 $571K
Alliance Wealth Advisors, LLC 0.33% No change 3,309 $571K
Spirit of America Management Corp. 0.11% Add +127.6% 3,300 $569K
GHP Investment Advisors, Inc. 0.03% Add +48.0% 3,300 $569K
Mairs & Power Inc. 0.01% Add +7.1% 3,300 $569K
Rothschild Wealth LLC 0.17% Add +45.3% 3,298 $569K
Northside Capital Management, LLC 0.09% No change 3,290 $568K
Balentine LLC 0.02% Add +0.5% 3,287 $567K
Morningstar Investment Management LLC 0.06% Reduce -17.7% 3,102 $566K
FLC Capital Advisors 0.13% No change 3,280 $566K
Sheets Smith Wealth Management 0.07% Add +3.2% 3,272 $564K
Security National Bank of So Dak 0.31% No change 3,260 $562K
Legacy Advisory Services, LLC 0.48% No change 3,240 $559K
First Western Trust Bank 0.03% Add +0.2% 3,227 $557K
Colonial Trust Advisors 0.05% Add +204.2% 3,224 $556K
Nichols & Pratt Advisers LLP 0.04% Reduce -4.5% 3,220 $555K
Heritage Wealth Advisors 0.03% Add +87.0% 3,217 $555K
Financial Symmetry Inc 0.39% Reduce -13.9% 3,212 $554K
Encompass More Asset Management 0.21% New 3,202 $552K
Private Client Services, LLC 0.30% Add +5.0% 3,202 $552K
Modus Advisors, LLC 0.18% New 3,193 $551K
Mainstream Capital Management LLC 0.47% — 3,190 $550K
Hill Island Financial LLC 0.17% Add +28.8% 3,182 $549K
Headinvest, LLC 0.10% Reduce -5.9% 3,170 $547K
City Center Advisors, LLC 0.61% Add +4.4% 3,164 $546K
Ullmann Wealth Partners Group, LLC 0.07% Add +8.3% 3,161 $545K
Sand Hill Global Advisors, LLC 0.02% Add +7.0% 3,156 $544K
Bedel Financial Consulting, Inc. 0.08% Reduce -5.3% 3,153 $544K
MAS Advisors LLC 1.16% No change 3,150 $543K
Hemington Wealth Management 0.15% Add +15.3% 3,194 $542K
Pullen Investment Management, LLC 0.40% Reduce -0.9% 3,140 $542K
Manchester Financial Inc. 0.12% Reduce -26.4% 3,128 $540K
Beacon Financial Advisory LLC 0.18% Add +2.4% 3,123 $539K
1900 Wealth Management LLC 0.05% Add +0.2% 3,116 $537K
Blue Investment Partners LLC 0.22% No change 3,110 $536K
Opinicus Capital, Inc. 0.43% Add +16.7% 3,105 $536K
Melfa Wealth Management, Inc. 0.35% Reduce -1.6% 3,100 $535K
Sunburst Financial Group, LLC 0.14% Add +13.8% 3,094 $534K
Graves Light Lenhart Wealth, Inc. 0.07% Reduce -1.6% 3,090 $533K
Watershed Private Wealth LLC 0.21% Add +6.3% 3,084 $532K
Armbruster Capital Management, Inc. 0.11% Add +12.4% 3,080 $531K
Calton & Associates, Inc. 0.20% New 3,076 $531K
NWF Advisory Services Inc. 0.08% Add +142.2% 3,076 $531K
Hudson Value Partners, LLC 0.21% No change 3,070 $530K
Concentrum Wealth Management 0.21% Add +26.8% 3,055 $527K
Rockland Trust Co. 0.03% Reduce -26.3% 3,050 $526K
Sagace Wealth Management LLC 0.41% Reduce -85.3% 2,879 $525K
Whelan Financial 0.22% Add +9.8% 3,042 $525K
Curated Wealth Partners LLC 0.07% No change 3,042 $525K
Prospect Financial Services LLC 0.33% New 3,042 $525K
Howard Capital Management Group, LLC 0.04% Add +132.0% 3,039 $524K
Rooted Wealth Advisors, Inc. 0.23% Reduce -86.6% 2,994 $524K
Acropolis Investment Management, LLC 0.03% Add +8.4% 3,036 $524K
Granite Harbor Advisors, Inc. 0.31% Add +15.3% 3,033 $523K
Invst, LLC 0.06% Add +2.9% 3,024 $522K
Yeomans Consulting Group, Inc. 0.19% Add +52.6% 3,021 $521K
Meyer Handelman Co. 0.02% Add +0.5% 3,014 $520K
Keystone Wealth Services, LLC 0.14% Add +115.1% 3,012 $520K
Eagle Strategies LLC 0.09% Reduce -5.9% 3,002 $518K
O'Brien Greene & Co. Inc 0.16% Reduce -28.4% 3,000 $518K
Financial Sense Advisors, Inc. 0.14% No change 3,000 $518K
Sutton Place Investors LLC 0.31% Add +13.7% 2,968 $512K
Invictus Private Wealth, LLC 0.04% Reduce -2.4% 2,966 $512K
Campion Asset Management 0.37% Reduce -7.8% 2,950 $509K
Cascade Financial Partners, LLC 0.06% Add +5.7% 2,832 $508K
Old North State Trust, LLC 0.41% Add +69.0% 2,941 $507K
High Falls Advisors, Inc 0.12% Add +22.5% 2,939 $507K
Crew Capital Management, Ltd 0.41% Reduce -14.6% 2,938 $507K
Fulcrum Equity Management 0.43% Reduce -61.0% 2,929 $505K
Westshore Wealth, LLC 0.21% Reduce -1.8% 2,927 $505K
Walker Asset Management, LLC 0.31% Add +0.5% 2,924 $504K
Adero Partners, LLC 0.03% Add +9.1% 2,923 $504K
Voisard Asset Management Group, Inc. 0.21% Add +2.1% 2,920 $504K
Full Sail Capital, LLC 0.03% Add +52.1% 2,920 $504K
Aufman Associates Inc 0.32% New 2,917 $503K
Safeguard Financial, LLC 0.12% Add +31.4% 2,916 $503K
Compass Ion Advisors, LLC 0.06% Add +10.0% 2,915 $503K
1776 Wealth LLC 0.23% Add +0.8% 2,912 $502K
Pettinga Financial Advisors LLC 0.12% Reduce -0.3% 2,911 $502K
Fortune Financial Advisors, LLC 0.45% Reduce -1.0% 2,911 $502K
Shilanski & Associates, Inc. 0.16% New 2,910 $502K
Collective Family Office LLC 0.14% No change 2,910 $502K
Fulcrum Capital LLC 0.11% No change 2,900 $500K
Warwick Investment Management, Inc. 0.12% Add +3.2% 2,899 $500K
Waters Parkerson & Co., LLC 0.03% Add +2.1% 2,900 $500K
Montz Harcus Wealth Management LLC 0.29% Reduce -4.4% 2,897 $500K
Hansen & Associates Financial Group, Inc. 0.26% New 2,786 $500K
Tyche Wealth Partners LLC 0.11% New 2,890 $499K
Blume Capital Management, Inc. 0.11% Add +3.2% 2,890 $499K
Tortoise Investment Management, LLC 0.05% Add +45.3% 2,877 $496K
Southland Equity Partners LLC 0.12% Add +37.6% 2,876 $496K
Interval Partners, LP 0.01% Reduce -92.1% 2,867 $495K
JGP Wealth Management, LLC 0.06% Add +20.2% 2,860 $493K
Madison Wealth Partners, Inc 0.15% Add +106.8% 2,854 $492K
MV Capital Management, Inc. 0.05% Add +8.5% 2,853 $492K
A. D. Beadell Investment Counsel, Inc. 0.39% New 2,853 $492K
Eubel Brady & Suttman Asset Management Inc. 0.07% Add +22.3% 2,850 $492K
Napatree Capital LLC 0.34% New 2,848 $491K
Abner Herrman & Brock LLC 0.06% Add +15.3% 2,847 $491K
Rational Advisors, Inc. 0.05% Reduce -75.0% 2,843 $490K
McLean Asset Management Corp 0.15% Add +0.6% 2,776 $490K
Alesco Advisors, LLC, An ESL Co 0.02% Reduce -0.7% 2,840 $490K
Country Trust Bank 0.01% No change 2,840 $490K
Falcon Wealth Planning 0.06% Add +4.5% 2,832 $489K
Gen-Wealth Partners Inc 0.21% Add +12.6% 2,759 $487K
Eagle Global Advisors LLC 0.02% No change 2,810 $485K
American Institute for Advanced Investment Management, LLP 0.35% No change 2,800 $483K
Eldridge Investment Advisors, Inc. 0.11% No change 2,800 $483K
Greenfield Savings Bank 0.23% Add +91.6% 2,798 $483K
Pine Haven Investment Counsel, Inc 0.39% Add +0.3% 2,797 $482K
New Century Financial Group, LLC 0.18% Add +19.3% 2,792 $482K
Allen Mooney & Barnes Investment Advisors LLC 0.08% Add +15.7% 2,789 $481K
Firethorn Wealth Partners, LLC 0.24% Add +14.8% 2,777 $479K
Empirical Asset Management, LLC 0.17% Reduce -89.7% 72,445 $478K
CAP Partners, LLC 0.36% Reduce -0.9% 2,765 $477K
Hibernia Wealth Partners, LLC 0.17% Reduce -10.9% 2,763 $477K
Weaver Consulting Group 0.15% Reduce -1.0% 2,763 $477K
Balefire, LLC 0.16% Add +43.9% 2,762 $476K
Eagle Wealth Strategies LLC 0.35% Add +0.9% 2,754 $475K
Apella Capital, LLC 0.02% Reduce -1.3% 2,784 $475K
Principle Wealth Partners LLC 0.03% Add +4.6% 2,752 $475K
Williams & Novak, LLC 0.44% Reduce -32.3% 2,750 $474K
Abacus Planning Group, Inc. 0.08% Add +46.7% 2,743 $473K
Ellis Investment Partners, LLC 0.09% Add +0.4% 2,741 $473K
Consolidated Portfolio Review Corp 0.10% Reduce -21.5% 2,723 $470K
Teza Capital Management LLC 0.05% Reduce -90.3% 2,717 $469K
Lebenthal Global Advisors, LLC 0.10% Add +108.9% 2,716 $469K
MSH Capital Advisors LLC 0.14% Reduce -1.7% 2,713 $468K
Bernardo Wealth Planning LLC 0.11% Add +76.7% 2,580 $468K
Breakwater Capital Group 0.09% Add +7.6% 2,711 $468K
Pettee Investors, Inc. 0.23% Reduce -80.9% 2,710 $467K
Lee Danner & Bass Inc. 0.03% No change 2,690 $464K
Earned Wealth Advisors, LLC 0.14% New 2,686 $463K
Ergawealth Advisors, Inc. 0.23% No change 2,680 $462K
Palisade Asset Management, LLC 0.05% Add +13.1% 2,680 $462K
First National Bank of Omaha 0.03% No change 2,680 $462K
Blue Fin Capital, Inc. 0.09% Add +39.5% 2,665 $460K
Summit X, LLC 0.11% Reduce -96.2% 285 $457K
Ritter Daniher Financial Advisory LLC / DE 0.13% No change 2,650 $457K
Royal Capital Wealth Management, LLC 0.32% No change 2,640 $455K
Crestmont Private Wealth LLC 0.20% Add +1.1% 2,639 $455K
Lantz Financial LLC 0.12% Add +30.1% 2,629 $454K
OneAscent Financial Services LLC 0.33% Add +2.1% 2,623 $452K
Cape Cod Five Cents Savings Bank 0.04% No change 2,620 $452K
Silver Coast Investments LLC 0.17% Add +16.9% 2,619 $452K
First Bank & Trust 0.09% Add +1.4% 2,616 $451K
Goodman Financial Corp 0.10% Reduce -4.7% 2,612 $451K
High Net Worth Advisory Group LLC 0.13% No change 2,610 $450K
King Wealth Management Group 0.07% Add +4.2% 2,604 $449K
Cornell Pochily Investment Advisors, Inc. 0.16% New 2,593 $447K
Eagle Bay Advisors LLC 0.17% Add +3.6% 2,581 $445K
Granite Group Advisors, LLC 0.29% Reduce -56.5% 2,573 $444K
Clark Financial Services Group Inc. 0.40% Reduce -42.7% 2,572 $444K
Acorns Advisers, LLC 0.00% Add +47.7% 2,570 $443K
Swisher Financial Concepts, Inc. 0.28% Add +0.2% 2,554 $441K
Riversedge Advisors, LLC 0.10% Add +7.7% 2,552 $440K
Leonard Rickey Investment Advisors P.L.L.C. 0.10% Add +1.6% 2,551 $440K
Brown, Lisle/Cummings, Inc. 0.13% Add +9.9% 2,550 $440K
Bouchey Financial Group, Ltd. 0.04% Add +13.2% 2,548 $440K
Palo Alto Wealth Advisors, LLC 0.18% New 2,439 $439K
FFT Wealth Management LLC 0.03% New 2,543 $439K
Platform Technology Partners 0.14% Reduce -4.2% 2,539 $438K
Roberts Wealth Advisors, LLC 0.14% Reduce -10.4% 2,420 $437K
Oxler Private Wealth LLC 0.15% Add +0.5% 2,522 $435K
NorthStar Asset Management LLC 0.29% Add +22.4% 2,521 $435K
Cedrus LLC 0.16% Add +30.6% 2,521 $435K
First National Bank Sioux Falls 0.20% No change 2,520 $435K
McNamara Financial Services, Inc. 0.09% Reduce -21.7% 2,520 $435K
McElhenny Sheffield Capital Management, LLC 0.14% Reduce -7.4% 2,518 $434K
Clifford Group, LLC 0.34% Add +18.4% 2,509 $433K
Lincoln Capital Corp. 0.18% No change 2,500 $431K
M. Kulyk & Associates, LLC 0.09% Add +0.4% 2,500 $431K
Bellecapital International Ltd. 0.09% New 2,500 $431K
Farmers Trust Co. 0.08% Add +61.3% 2,500 $431K
Iron Gate Global Advisors LLC 0.06% No change 2,500 $431K
Heritage Financial Services, LLC 0.06% Add +0.2% 2,496 $431K
Pegasus Partners Ltd. 0.04% Add +35.3% 2,490 $430K
Waterway Wealth Management, LLC 0.18% New 2,485 $429K
Madison Asset Management, LLC 0.00% Add +14.5% 2,485 $429K
Cohen Capital Management, Inc. 0.07% Add +96.0% 2,470 $426K
JFS Wealth Advisors, LLC 0.03% Reduce -1.3% 2,467 $426K
Raymond James Trust Co. of NH 3.50% Reduce -1.4% 2,464 $425K
Prossimo Advisors, LLC 0.31% New 2,465 $425K
Ahl Investment Management, Inc. 0.29% No change 2,460 $424K
Wallace Hart LLC 0.32% Reduce -13.6% 2,445 $422K
New Wave Wealth Advisors LLC 0.19% New 2,442 $421K
Heritage Oak Wealth Advisors LLC 0.19% New 2,442 $421K
One Charles Private Wealth Services, LLC 0.16% No change 2,440 $421K
Inceptionr LLC 0.10% Reduce -72.6% 2,439 $421K
Centennial Wealth Advisory LLC 0.16% New 2,430 $419K
Mfa Wealth Advisors, LLC 0.09% No change 2,430 $419K
Alaska Wealth Advisors, LLC 0.06% Add +0.2% 2,425 $418K
Creekside Partners 0.22% Reduce -6.2% 2,421 $418K
One Day In July LLC 0.05% Add +1.7% 2,421 $418K
First Dallas Securities Inc. 0.17% New 2,420 $417K
Echo45 Advisors LLC 0.27% Reduce -7.3% 2,437 $417K
West Coast Financial LLC 0.05% Add +0.5% 2,412 $416K
Covestor Ltd 0.26% Reduce -7.2% 2,412 $416K
ProVise Management Group, LLC 0.03% Add +21.7% 2,410 $416K
Stonebridge Capital Advisors LLC 0.03% Reduce -6.2% 2,410 $416K
Golden Road Advisors LLC 0.33% Reduce -0.5% 2,407 $415K
Richardson Financial Services Inc. 0.26% Reduce -89.8% 2,507 $415K
Leslie Global Wealth, LLC 0.20% New 2,401 $414K
Members Capital Advisors Inc. 0.48% No change 2,400 $414K
Marathon Trading Investment Management LLC 0.20% New 2,400 $414K
Fosun International Ltd 0.14% No change 2,400 $414K
MA Private Wealth 0.08% No change 2,400 $414K
Investment Advisory Services Inc. /TX 0.15% Add +8.6% 2,400 $414K
Wellington Wealth Strategies, LLC. 0.31% Reduce -35.0% 2,438 $414K
IVC Wealth Advisors LLC 0.23% Add +8.0% 2,397 $413K
Prosperity Wealth Management, Inc. 0.17% New 2,397 $413K
Callan Family Office, LLC 0.07% Add +13.8% 2,390 $412K
Auto-Owners Insurance Co 0.01% No change 2,390 $412K
Keeler & Nadler Financial Planning & Wealth Management 0.20% Add +1.5% 2,385 $411K
DHK Financial Advisors, Inc. 0.25% Reduce -1.1% 2,383 $411K
Quantum Portfolio Management LLC 0.22% Add +2.2% 2,381 $411K
Coastal Bridge Advisors, LLC 0.10% Reduce -1.2% 2,380 $411K
Monterey Private Wealth, Inc. 0.14% Add +3.9% 2,379 $410K
Harbor Advisory Corp. 0.13% No change 2,370 $409K
Mayfair Advisory Group, LLC 0.26% No change 2,309 $408K
Atticus Wealth Management, LLC 0.13% Reduce -10.2% 2,362 $407K
Garner Asset Management Corp 0.14% Reduce -87.0% 2,359 $407K
CCG Wealth Management, LLC 0.23% Reduce -5.7% 2,358 $407K
Bristlecone Advisors, LLC 0.03% Reduce -4.5% 2,350 $405K
Concorde Asset Management, LLC 0.23% Add +6.2% 2,348 $405K
Omnia Family Wealth, LLC 0.17% Add +42.2% 2,347 $405K
Alpha Financial Partners LLC 0.29% New 2,343 $404K
Ehrlich Financial Group 0.29% Add +4.6% 2,343 $404K
Heck Capital Advisors, LLC 0.05% Reduce -2.9% 2,341 $404K
Jackson, Grant Investment Advisers, Inc. 0.15% Add +0.1% 2,333 $403K
Family Capital Management, Inc. 0.26% Add +24.7% 2,332 $402K
Thomasville National Bank 0.03% Add +12.0% 2,330 $402K
Accredited Investors Inc. 0.02% Add +1.3% 2,329 $402K
Duncan Williams Asset Management, LLC 0.22% New 2,325 $401K
Navis Wealth Advisors, LLC 0.43% Add +4.7% 2,324 $401K
Northstar Group, Inc. 0.07% No change 2,320 $400K
BCS Wealth Management 0.17% Add +41.8% 2,311 $399K
WMS Partners, LLC 0.02% Add +58.4% 2,313 $399K
Ironsides Asset Advisors, LLC 0.12% New 2,309 $398K
FreeGulliver LLC 0.24% Add +18.3% 2,306 $398K
Roth Financial Partners LLC 0.16% No change 2,300 $397K
White Lighthouse Investment Management Inc. 0.07% Reduce -1.7% 2,300 $397K
Peregrine Asset Advisers, Inc. 0.14% No change 2,290 $395K
Avity Investment Management Inc. 0.03% No change 2,290 $395K
Fielder Capital Group LLC 0.13% Reduce -5.1% 2,287 $394K
Portside Wealth Group, LLC 0.07% New 2,284 $394K
W Advisors, LLC 0.24% Add +3.5% 2,276 $393K
Rise Advisors, LLC 0.19% Add +0.3% 2,268 $391K
FMB Wealth Management 0.22% Add +2.1% 2,267 $391K
Fonville Wealth Management LLC 0.13% New 2,264 $390K
LongView Wealth Management 0.12% Reduce -3.3% 2,262 $390K
Armstrong Advisory Group, Inc. 0.03% Reduce -7.3% 2,262 $390K
TFC Financial Management, Inc. 0.06% Add +69.4% 2,253 $389K
Alan B Lancz & Associates, Inc. 0.36% Reduce -4.7% 2,250 $388K
Accuvest Global Advisors 0.33% New 2,249 $388K
Second Half Financial Partners, LLC 0.21% Add +34.5% 2,247 $388K
Everett Harris & Co. 0.00% Reduce -1.2% 2,243 $387K
O'ROURKE & COMPANY, Inc 0.19% Add +7.3% 2,242 $387K
CBIZ Investment Advisory Services, LLC 0.02% Reduce -0.2% 2,235 $386K
Midwest Financial Group LLC 0.23% Add +22.1% 2,223 $384K
Narus Financial Partners, LLC 0.14% Add +1.8% 2,220 $383K
Acorn Wealth Advisors, LLC 0.16% Add +34.5% 2,219 $383K
Opal Wealth Advisors, LLC 0.12% Reduce -14.9% 2,213 $382K
M. Kraus & Co 0.11% Reduce -20.1% 2,212 $382K
Stansberry Asset Management, LLC 0.05% Reduce -7.1% 2,210 $381K
Yoder Wealth Management, Inc. 0.23% Add +5.7% 2,209 $381K
Fulton Breakefield Broenniman LLC 0.03% No change 2,200 $380K
Hudock, Inc. 0.07% Add +19.5% 2,199 $379K
Copley Financial Group, Inc. 0.34% — 2,198 $379K
Old Mission Investment Co LLC 0.12% Reduce -24.7% 2,176 $375K
Per Stirling Capital Management, LLC. 0.05% Reduce -47.6% 2,175 $375K
Willis Johnson & Associates, Inc. 0.03% Reduce -5.2% 2,172 $375K
Tyler-Stone Wealth Management 0.07% Add +180.7% 2,161 $373K
CapWealth Advisors, LLC 0.04% Reduce -0.2% 2,155 $372K
Mengis Capital Management, Inc. 0.07% Add +42.6% 2,154 $372K
VitalStone Financial, LLC 0.25% Add +34.6% 2,140 $369K
Kercheville Advisors, LLC 0.16% Reduce -4.5% 2,140 $369K
Retirement Planning Group, LLC 0.02% Reduce -10.3% 2,136 $368K
Washburn Capital Management, Inc. 0.26% New 2,135 $368K
Enclave Advisors LLC 0.06% — 2,131 $368K
WFA Asset Management Corp 0.20% No change 2,120 $366K
Bienville Capital Management, LLC 0.09% No change 2,120 $366K
Etesian Wealth Advisors, Inc. 0.16% Add +2.9% 2,110 $364K
Clark Asset Management, LLC 0.08% Add +21.7% 2,105 $363K
High Note Wealth, LLC 0.10% Reduce -0.3% 2,104 $363K
JARISLOWSKY, FRASER Ltd 0.00% No change 2,100 $362K
Francis Financial, Inc. 0.10% Add +7.1% 2,099 $362K
D. Scott Neal, Inc. 0.19% Add +0.9% 2,098 $362K
Idaho Trust Co 0.17% No change 2,090 $361K
Pasadena Private Wealth, LLC 0.08% No change 2,080 $359K
Owen LaRue, LLC 0.19% Reduce -0.7% 2,076 $358K
Kickstand Ventures, Llc. 0.09% No change 2,071 $357K
Ifrah Financial Services, Inc. 0.10% Reduce -1.4% 2,070 $357K
Waddell & Associates, LLC 0.04% Add +0.5% 2,061 $355K
Destiny Wealth Partners, LLC 0.06% Add +2.5% 2,060 $355K
First Nebraska Trust Co 0.03% No change 2,060 $355K
Independent Wealth Network Inc. 0.16% Add +11.8% 2,058 $355K
American Money Management, LLC 0.07% Add +5.1% 2,050 $354K
VanderPol Investments L.L.C. 0.79% Add +3.5% 2,050 $354K
First National Advisers, LLC 0.06% No change 2,050 $354K
Coastwise Capital Group, LLC 0.29% Add +0.4% 2,049 $353K
Exchange Bank 0.29% No change 2,040 $352K
TCTC Holdings, LLC 0.01% No change 2,040 $352K
Gateway Wealth Partners, LLC 0.10% Add +17.8% 2,038 $352K
Fernwood Investment Management, LLC 0.11% Add +5.4% 2,035 $351K
Tempus Wealth Planning, LLC 0.13% Add +21.9% 2,035 $351K
KFG Wealth Management, LLC 0.08% New 2,034 $351K
Washington Trust Advisors, Inc. 0.03% Add +2.1% 2,031 $350K
Grandfield & Dodd, LLC 0.02% Reduce -2.4% 2,030 $350K
Mechanics Financial Corp 0.15% Add +11.4% 2,028 $350K
Chemistry Wealth Management LLC 0.08% Reduce -3.0% 2,027 $350K
Radnor Capital Management, LLC 0.05% No change 2,020 $348K
Uhlmann Price Securities, LLC 0.28% — 2,016 $348K
Mosaic Family Wealth Partners, LLC 0.05% Add +28.0% 2,010 $347K
Martel Wealth Advisors LLC 0.07% No change 1,960 $346K
Valued Retirements, Inc. 0.48% No change 2,000 $345K
New England Professional Planning Group Inc. 0.17% No change 2,000 $345K
Wulff, Hansen & Co. 0.31% New 1,990 $343K
TrueWealth Advisors, LLC 0.11% Reduce -9.6% 1,989 $343K
LifeSteps Financial, Inc. 0.27% Add +0.5% 1,980 $342K
Sentry LLC 0.07% Add +11.2% 1,980 $342K
Alley Investment Management Company, LLC 0.04% No change 1,980 $342K
Atwood & Palmer Inc. 0.02% Reduce -39.6% 1,980 $342K
Miller Howard Investments Inc. 0.01% Reduce -74.3% 1,980 $342K
Caldwell Sutter Capital, Inc. 0.16% Reduce -17.9% 1,978 $341K
FFG Partners, LLC 0.13% Add +25.8% 1,975 $341K
Baltimore-Washington Financial Advisors, Inc. 0.02% New 1,963 $339K
Great Waters Wealth Management 0.05% Add +44.9% 1,956 $337K
Insight Inv LLC 0.28% No change 1,950 $336K
Maryland Capital Advisors Inc. 0.16% No change 1,950 $336K
New Jersey Better Educational Savings Trust 0.63% No change 1,940 $335K
Tarbox Family Office, Inc. 0.05% No change 1,940 $335K
Baxter Bros Inc. 0.04% No change 1,940 $335K
Clearwater Capital Advisors, LLC 0.03% Add +26.6% 1,937 $334K
Nicholson Wealth Management Group, LLC 0.27% — 1,932 $333K
Marion Wealth Management 0.09% No change 1,930 $333K
Financial Engines Advisors L.L.C. 0.00% Reduce -50.7% 1,928 $333K
Bank of Nova Scotia Trust Co. 0.03% Reduce -91.1% 1,925 $332K
Seldon Capital LP 0.19% No change 1,920 $331K
Members Trust Co 0.01% Reduce -7.3% 1,920 $331K
Disciplined Growth Investors Inc. 0.01% Add +34.9% 1,916 $331K
Nicollet Investment Management, Inc. 0.11% No change 1,910 $329K
Bennett Selby Investments LP 0.14% Add +1.9% 1,905 $329K
Parker Financial LLC 0.16% Reduce -9.7% 1,896 $327K
Smallwood Wealth Investment Management, LLC 0.23% No change 1,890 $326K
Legacy Wealth Management, LLC 0.02% New 1,888 $326K
Earnest Partners LLC 0.00% Reduce -9.2% 1,888 $326K
Fiduciary Financial Group, LLC 0.07% Reduce -90.1% 1,800 $325K
Kingfisher Capital LLC 0.07% Add +6.2% 1,879 $324K
JBR Co Financial Management Inc 0.21% Reduce -1.2% 1,877 $324K
Financial Council, LLC 0.17% No change 1,860 $321K
Talon Private Wealth, LLC 0.07% — 1,854 $320K
Sage Advisors, LLC 0.25% Add +0.7% 1,853 $320K
Walter & Keenan Wealth Management LLC /in/ 0.10% Add +2.5% 1,845 $318K
Welch Group, LLC 0.01% New 1,845 $318K
Capstone Capital LLC 0.26% Reduce -0.3% 1,844 $318K
Summit Wealth Group, LLC 0.09% No change 1,840 $317K
Scarborough Advisors, LLC 0.05% Add +37.1% 1,837 $317K
Gables Capital Management Inc. 0.16% Add +19.6% 1,830 $316K
Northwest Investment Counselors, LLC 0.07% Reduce -0.3% 1,825 $315K
First International Bank & Trust 0.10% New 1,820 $314K
Taurus Asset Management, LLC 0.03% New 1,820 $314K
MPS Loria Financial Planners, LLC 0.09% Add +10.4% 1,811 $312K
Cambridge Financial Group, LLC 0.13% Reduce -2.1% 1,811 $312K
Sendero Wealth Management, LLC 0.05% No change 1,810 $312K
Wrenne Financial Planning LLC 0.18% No change 1,800 $311K
Pier 88 Investment Partners LLC 0.36% Reduce -85.3% 1,800 $311K
Vestia Personal Wealth Advisors 0.29% Reduce -10.6% 1,798 $310K
Bluesphere Advisors LLC 0.15% New 1,795 $310K
Burns Matteson Capital Management, LLC 0.17% Add +23.7% 1,793 $309K
WoodTrust Financial Corp 0.04% Add +1.7% 1,790 $309K
WNY Asset Management, LLC 0.04% Reduce -33.2% 1,790 $309K
Meridian Management Co. 0.08% Add +2.1% 1,786 $308K
Intrepid Capital Management Inc. 0.17% Add +15.7% 1,782 $307K
Mount Lucas Management LP 0.10% Add +2.4% 1,782 $307K
jvl associates llc 0.12% Add +13.4% 1,781 $307K
Pure Portfolios Holdings LLC 0.12% — 1,779 $307K
Tower Wealth Partners, Inc. 0.18% Add +4.7% 1,779 $307K
Baron Wealth Management LLC 0.15% Add +9.4% 1,773 $306K
Physician Wealth Advisors, Inc. 0.06% Reduce -88.5% 1,738 $306K
Tamar Securities, LLC 0.04% New 1,773 $306K
Hollow Brook Wealth Management LLC 0.09% Add +16.4% 1,770 $305K
Jackson Hole Capital Partners, LLC 0.06% New 1,770 $305K
Maple Capital Management, Inc. 0.02% Reduce -15.2% 1,763 $304K
Frisch Financial Group, Inc. 0.09% Add +9.3% 1,760 $304K
Parkside Investments, LLC 0.05% Add +0.1% 1,762 $304K
Carmichael Hill & Associates, Inc. 0.11% Reduce -4.3% 1,761 $304K
Wealth Group Ltd 0.09% No change 1,760 $304K
Tillman Hartley LLC 0.09% Add +0.3% 1,756 $303K
Wealthcare Capital Management LLC 0.03% Add +7.7% 1,756 $303K
Austin Wealth Management, LLC 0.07% Reduce -8.3% 1,760 $303K
Up Strategic Wealth Investment Advisors LLC 0.34% New 1,752 $302K
Inspirion Wealth Advisors, LLC 0.04% Add +3.7% 1,752 $302K
Capital Investment Services of America, Inc. 0.03% No change 1,750 $302K
Mill Capital Management, LLC 0.02% No change 1,750 $302K
Cypress Point Wealth Management, LLC 0.12% Add +8.5% 1,747 $301K
Albert D Mason Inc. 0.19% Add +4.5% 1,746 $301K
Wealthspire Retirement, LLC 0.02% Add +3.1% 1,743 $301K
Cape Ann Savings Bank 0.17% Add +34.1% 1,743 $301K
Embree Financial Group 0.05% Add +7.6% 1,732 $299K
Shira Ridge Wealth Management 0.15% Add +1.5% 1,726 $298K
Howard Bailey Securities, LLC 0.11% — 1,720 $297K
Dividend Assets Capital, LLC 0.06% No change 1,720 $297K
Total Clarity Wealth Management, Inc. 0.10% Add +10.8% 1,718 $296K
KFA Private Wealth Group, LLC 0.14% Add +0.2% 1,714 $296K
Southeast Asset Advisors, LLC 0.03% Add +0.2% 1,713 $296K
Ridgepath Capital Management LLC 0.24% Add +0.7% 1,712 $295K
PCG Wealth Advisors, LLC 0.11% New 1,711 $295K
Corbyn Investment Management Inc. 0.13% No change 1,710 $295K
US Financial Advisors, LLC 0.09% Reduce -2.8% 1,710 $295K
Oakwell Private Wealth Management, LLC 0.08% No change 1,710 $295K
Future Financial Wealth Managment LLC 0.21% Add +0.9% 1,706 $294K
Hamilton Point Investment Advisors, LLC 0.05% No change 1,701 $293K
Boltwood Capital Management 0.09% Add +21.4% 1,700 $293K
S&co Inc. 0.02% Reduce -32.0% 1,700 $293K
Unionview, LLC 0.23% Reduce -2.4% 1,698 $293K
Hemenway Trust Co LLC 0.02% No change 1,690 $292K
Alamar Capital Management, LLC 0.16% No change 1,680 $290K
Ellenbecker Investment Group 0.05% Reduce -46.9% 1,678 $290K
Deerfield Management Company, L.P. 0.00% New 1,676 $289K
Numerai GP LLC 0.08% New 1,670 $288K
Nicolet Bankshares Inc. 0.06% Reduce -1.8% 1,670 $288K
Annandale Capital, LLC 0.06% No change 1,670 $288K
Maia Wealth LLC 0.07% Reduce -88.9% 1,667 $286K
Bey-Douglas LLC 0.25% Reduce -89.3% 1,648 $284K
Hexagon Capital Partners LLC 0.06% Reduce -3.9% 1,644 $284K
Legacy Trust 0.07% New 1,643 $283K
Dakota Community Bank & Trust NA 1.42% No change 1,640 $283K
Meridian Financial Advisors, LLC 0.19% Reduce -11.8% 1,640 $283K
Nelson Capital Management, LLC 0.05% New 1,640 $283K
Brass Tax Wealth Management, Inc. 0.06% Reduce -69.0% 1,638 $283K
Pioneer Trust Bank N A 0.07% No change 1,630 $281K
Trilogy Capital Inc. 0.01% Add +2.9% 1,625 $280K
Madrona Financial Services, LLC 0.08% Add +3.9% 1,620 $279K
Harbour Trust & Investment Management Co 0.03% Add +15.4% 1,615 $279K
Werba Rubin Papier Wealth Management 0.07% Add +20.4% 1,613 $278K
Client 1ST Advisory Group, LLC 0.11% New 1,611 $278K
Maven Securities LTD 0.03% Reduce -93.3% 1,610 $278K
Arvest Bank Trust Division 0.02% — 1,608 $277K
KOM Wealth Management Group, LLC 0.23% Reduce -45.4% 1,606 $277K
Cape Investment Advisory, Inc. 0.11% Reduce -3.3% 1,605 $277K
Zuckerman Investment Group, LLC 0.03% Add +4.6% 1,600 $276K
Del-Sette Capital Management, LLC 0.22% No change 1,600 $276K
Values Added Financial LLC 0.17% Add +2.0% 1,592 $275K
Strategic Financial Concepts, LLC 0.09% Reduce -99.9% 1,592 $275K
Financial Advisors, LLC 0.05% No change 1,590 $274K
Salomon & Ludwin, LLC 0.03% Reduce -1.9% 1,590 $274K
Capital Square, LLC 0.17% Reduce -88.0% 1,588 $274K
GFG Capital, LLC 0.11% New 2,607 $274K
NDVR, Inc. 0.28% New 1,583 $273K
GFS Advisors, LLC 0.06% Add +23.6% 1,582 $273K
McDaniel Terry & Co. 0.02% New 1,580 $273K
NCM Capital Management, LLC 0.13% No change 1,580 $273K
Aire Advisors, LLC 0.06% Reduce -0.3% 1,576 $272K
ACT Advisors, LLC. 0.13% Add +5.4% 1,571 $271K
Goepper Burkhardt LLC 0.11% New 1,570 $271K
Northwest Wealth Management, LLC 0.06% Reduce -1.3% 1,570 $271K
Foguth Wealth Management, LLC. 0.10% Reduce -41.4% 1,495 $270K
RPG Investment Advisory, LLC 0.04% Add +4.0% 1,560 $269K
Peak Financial Management, Inc. 0.08% No change 1,550 $267K
B&D White Capital Company, LLC 0.05% Add +3.3% 1,550 $267K
Arbor Investment Advisors, LLC 0.04% No change 1,550 $267K
Blue Square Asset Management, LLC 0.14% Add +9.0% 1,548 $267K
Eclectic Associates Inc. 0.10% New 1,540 $266K
Keystone Financial Services 0.10% New 1,540 $266K
Weinberger Asset Management, Inc 0.11% Add +3.9% 1,538 $265K
Rosenbaum Jay D. 4.03% Reduce -52.5% 1,530 $264K
Stockman Wealth Management, Inc. 0.04% Reduce -55.9% 1,530 $264K
Heartwood Wealth Advisors LLC 0.03% Add +11.7% 1,530 $264K
Lansing Street Advisors 0.10% Add +5.4% 1,528 $264K
Significant Wealth Partners LLC 0.14% Add +16.6% 1,528 $264K
S.A. Mason LLC 0.14% Add +19.7% 1,520 $262K
Bath Savings Trust Co 0.03% Reduce -0.7% 1,520 $262K
Bluespring Wealth Management, LLC 0.03% Reduce -5.9% 1,515 $261K
Index Fund Advisors, Inc. 0.01% New 1,515 $261K
Phillips Financial Management, LLC 0.02% Reduce -9.5% 1,512 $261K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.18% Reduce -63.7% 1,505 $260K
Lecap Asset Management Ltd. 0.06% Reduce -93.3% 1,503 $259K
McRae Capital Management Inc. 0.05% Add +3.5% 1,500 $259K
Waycross Partners, LLC 0.04% No change 1,500 $259K
Cadinha & Co. LLC 0.04% No change 1,491 $257K
Thompson Davis & Co., Inc. 0.19% New 1,490 $257K
Montag & Caldwell, LLC 0.05% No change 1,490 $257K
RPS Advisory Solutions LLC 0.18% New 1,489 $257K
Carson Advisory Inc. 0.16% Reduce -4.5% 1,489 $257K
Sound Income Strategies, LLC 0.02% Add +100.8% 1,486 $256K
Peterson Wealth Advisors, LLC 0.05% Reduce -39.2% 1,484 $256K
North Star Investment Management Corp. 0.02% Add +12.1% 1,480 $255K
Financial Synergies Wealth Advisors, Inc. 0.03% New 1,477 $255K
Galvin, Gaustad & Stein, LLC 0.02% Add +11.7% 1,475 $254K
Gallacher Capital Management LLC 0.12% Reduce -17.0% 1,461 $252K
Security National Bank of Sioux City Iowa 0.15% No change 1,460 $252K
Conrad Siegel Investment Advisors, Inc. 0.07% New 1,459 $252K
Ariston Services Group 0.22% New 1,454 $251K
Retirement Income Solutions, Inc. 0.06% No change 1,450 $250K
Blue Edge Capital, LLC 0.04% No change 1,450 $250K
Acorn Financial Advisory Services Inc. 0.04% Add +4.7% 1,445 $249K
Lwmg, LLC 0.05% New 1,439 $248K
Sepio Capital, LP 0.02% New 1,439 $248K
Walled Lake Planning & Wealth Management, LLC 0.09% Reduce -58.5% 1,439 $248K
LifePlan Investment Advisors, Inc. 0.16% Reduce -0.2% 1,437 $248K
Gray Wealth Management Inc. 0.10% New 1,434 $247K
Heritage Wealth Management, Inc./Texas 0.14% No change 1,430 $247K
American Capital Advisory, LLC 0.14% Add +36.2% 1,430 $247K
Foster Dykema Cabot & Partners, LLC 0.02% Add +11.7% 1,430 $247K
Wexford Capital LP 0.06% Reduce -43.1% 1,429 $247K
SilverOak Wealth Management LLC 0.05% No change 1,420 $245K
Private Capital Management, LLC 0.03% Add +5.1% 1,419 $245K
Bell Investment Advisors, Inc 0.04% Add +1.0% 1,414 $244K
Krane Funds Advisors LLC 0.01% New 1,412 $244K
Hyperion Partners, LLC 0.16% New 1,411 $243K
Diligent Investors, LLC 0.06% New 1,410 $243K
Oxford Wealth Group, LLC 0.20% Reduce -7.9% 1,400 $242K
Cove Street Capital, LLC 0.19% New 1,400 $242K
Eq LLC 0.12% New 1,400 $242K
Blue Bell Private Wealth Management, LLC 0.05% Add +19.7% 1,400 $242K
Brio Consultants, LLC 0.04% New 1,399 $241K
Industrial Alliance Investment Management Inc. 0.12% Reduce -12.3% 1,395 $241K
Riverwater Partners LLC 0.12% Reduce -6.6% 1,410 $241K
Sterling Financial Group, Inc. 0.10% Add +2.5% 1,394 $240K
DCM Advisors, LLC 0.12% Reduce -35.9% 1,392 $240K
Skyline Advisors, Inc. 0.10% Reduce -2.7% 1,391 $240K
Worth Financial Advisory Group, LLC 0.14% New 1,385 $239K
Pinnacle Bancorp, Inc. 0.06% Reduce -16.6% 1,385 $239K
City State Bank 0.09% Add +3.0% 1,380 $238K
Montgomery Investment Management Inc. 0.09% No change 1,380 $238K
Tobias Financial Advisors, Inc. 0.05% Add +9.5% 1,380 $238K
Birchcreek Wealth Management, LLC 0.16% Reduce -5.0% 1,378 $238K
O'Connor Financial Group LLC 0.12% Add +10.2% 1,378 $238K
Instrumental Wealth, LLC 0.23% New 1,299 $237K
CenterStar Asset Management, LLC 0.36% Reduce -53.6% 1,372 $237K
Brookmont Capital Management 0.12% No change 1,371 $237K
Vance Wealth, LLC 0.09% New 1,370 $236K
FF Advisors,LLC 0.15% Reduce -14.2% 1,295 $236K
Legacy Financial Strategies, LLC 0.05% New 1,368 $236K
Mach-1 Financial Group, LLC 0.14% Add +0.5% 1,367 $236K
Hutchens & Kramer Investment Management Group, LLC 0.13% New 1,407 $236K
Clayton Financial Group LLC 0.09% New 1,365 $235K
Mascoma Wealth Management LLC 0.06% No change 1,360 $235K
LMG Wealth Partners, LLC 0.05% No change 1,360 $235K
Lutz Financial Services LLC 0.02% Reduce -3.3% 1,354 $234K
Drucker Wealth 3.0, LLC 0.06% New 1,353 $233K
Granite Bay Wealth Management, LLC 0.13% New 1,350 $233K
Avion Wealth 0.06% Add +194.8% 1,356 $233K
Boston Family Office LLC 0.02% New 1,350 $233K
Waterfront Wealth Inc. 0.06% New 1,333 $232K
Brand Asset Management Group, Inc. 0.09% Add +6.7% 1,344 $232K
STAR Financial Bank 0.16% Reduce -27.1% 1,342 $231K
Wendell David Associates Inc. 0.02% Reduce -0.3% 1,336 $230K
Essex LLC 0.05% New 1,332 $230K
Lane & Associates LLC 0.13% New 1,331 $230K
First City Capital Management, Inc. 0.12% New 1,330 $229K
Providence Capital Advisors, LLC 0.05% Reduce -2.2% 1,330 $229K
City Holding Co. 0.03% Add +56.5% 1,330 $229K
Claret Asset Management Corp 0.04% Add +0.6% 1,328 $229K
Clarus Wealth Advisors 0.12% New 1,306 $229K
Sharp Wealth Advisory, LLC 0.18% Reduce -25.0% 1,320 $228K
Towerpoint Wealth, LLC 0.11% Reduce -13.2% 1,319 $228K
Seelaus Asset Management LLC 0.21% Add +1.1% 1,315 $227K
Westport Asset Management Inc. 0.11% Reduce -90.0% 1,312 $226K
SGL Investment Advisors, Inc. 0.12% — 1,327 $226K
Lathrop Investment Management Co. 0.04% No change 1,310 $226K
RiverGlades Family Offices LLC 0.16% No change 1,310 $226K
Rodgers Brothers Inc. 0.03% No change 1,310 $226K
Nebula Research & Development LLC 0.03% New 1,308 $226K
Accelerate Investment Advisors LLC 0.22% — 1,304 $225K
Arrien Investments, Inc. 0.16% Reduce -10.6% 1,296 $224K
IMA Advisory Services, Inc. 0.05% New 1,295 $223K
Old North State Wealth Management, LLC 0.12% New 1,287 $223K
Harrington Investments, INC 0.12% No change 1,290 $223K
AIMZ Investment Advisors, LLC 0.08% No change 1,290 $223K
W1M Investment Management Ltd 0.00% Reduce -31.8% 1,290 $222K
Stewardship Advisors, LLC 0.06% New 1,281 $221K
Wiser Wealth Management, Inc 0.06% New 1,279 $221K
Bryant Woods Investment Advisors, LLC 0.11% New 1,272 $219K
Rather & Kittrell, Inc. 0.05% New 1,271 $219K
Mosley Wealth Management 0.15% New 1,218 $219K
Palisades Hudson Asset Management, L.P. 0.09% No change 1,270 $219K
Inspire Advisors, LLC 0.03% Reduce -3.0% 1,270 $219K
Obsidian Personal Planning Solutions LLC 0.11% Reduce -7.9% 1,289 $219K
Davis-Rea LTD. 0.10% New 1,267 $219K
Yarger Wealth Strategies, LLC 0.12% New 1,254 $216K
WPWealth LLP 0.04% Reduce -1.4% 1,252 $216K
Financial Partners Group, Inc 0.03% New 1,251 $216K
WR Wealth Planners, LLC 0.06% Add +3.3% 1,250 $216K
Cannon Wealth Management Services, LLC 0.20% — 1,250 $216K
17 Capital Partners, LLC 0.14% New 1,250 $216K
Meredith Wealth Planning 0.10% New 1,250 $216K
Altus Wealth Management, LLC 0.10% New 1,249 $215K
Almanack Investment Partners, LLC. 0.03% New 1,248 $215K
von Borstel & Associates, Inc. 0.12% — 1,250 $215K
Joseph P. Lucia & Associates, LLC 0.10% New 1,236 $213K
W.H. Cornerstone Investments Inc. 0.14% New 1,238 $213K
Betterment LLC 0.00% New 1,231 $212K
Cabot Wealth Management Inc. 0.03% New 1,228 $212K
Morris Financial Concepts, Inc. 0.09% New 1,222 $211K
Veery Capital, LLC 0.08% New 1,221 $211K
Waller Financial Planning Group, Inc. 0.05% New 1,219 $210K
Family Investment Center, Inc. 0.05% Reduce -38.2% 1,218 $210K
E Fund Management (Hong Kong) Co., Ltd. 0.13% Add +1930.0% 1,218 $210K
MBE Wealth Management, LLC 0.12% New 1,215 $210K
Norway Savings Bank 0.11% New 1,215 $210K
Great Point Wealth Advisors, LLC 0.04% New 1,208 $208K
Whitener Capital Management, Inc. 0.06% New 1,204 $208K
Family Asset Management, LLC 0.12% Reduce -17.2% 1,200 $207K
NTV Asset Management LLC 0.03% Reduce -17.2% 1,200 $207K
Central Asset Investments & Management Holdings (HK) Ltd 0.31% New 1,200 $207K
Orion Capital Management LLC 0.10% Add +22.4% 1,200 $207K
Sollinda Capital Management LLC 0.06% New 1,200 $207K
Partners in Financial Planning 0.04% New 1,200 $207K
SkyView Investment Advisors, LLC 0.03% New 1,200 $207K
Hendershot Investments Inc. 0.03% New 1,200 $207K
Hardman Johnston Global Advisors LLC 0.01% Reduce -50.0% 1,200 $207K
Brown Wealth Management, LLC 0.07% New 1,197 $206K
Chiron Capital Management, LLC 0.18% New 1,195 $206K
Kure Advisory, LLC 0.18% New 1,193 $206K
MinichMacGregor Wealth Management, LLC 0.04% New 1,192 $206K
Northwest Financial Advisors 0.16% Reduce -5.4% 1,192 $206K
Provenance Wealth Advisors, LLC 0.03% Add +495.0% 1,190 $205K
Nabity-Jensen Investment Management Inc 0.16% New 1,188 $205K
Vertex Planning Partners, LLC 0.05% New 1,188 $205K
Hardin Capital Partners, LLC 0.12% New 1,132 $205K
Coyle Financial Counsel LLC 0.07% New 127 $204K
Kelleher Financial Advisors 0.08% New 1,180 $204K
Brogan Financial, Inc. 0.12% New 1,176 $203K
Peachtree Investment Partners, LLC 0.08% New 1,176 $203K
Strata Wealth Advisors, LLC 0.07% New 1,172 $202K
Indiana Trust & Investment Management Co 0.07% Add +120.8% 1,170 $202K
Sebold Capital Management, Inc. 0.13% Reduce -25.0% 1,163 $201K
Innovator Capital Management, LLC 17.51% — 1,162 $200K
Private Wealth Management Group, LLC 0.08% Add +0.2% 1,162 $200K
Waycross Investment Management Co 0.18% New 1,160 $200K
Burford Brothers, Inc. 0.10% New 1,160 $200K
Wealth Advisors of Iowa, LLC 0.10% New 1,160 $200K
Martin Capital Partners, LLC 0.10% Reduce -19.9% 1,161 $200K
Trust Co of Kansas 0.10% New 1,160 $200K
Global Financial Private Client, LLC 0.08% Add +79.7% 1,150 $198K
First United Bank & Trust 0.07% Reduce -31.1% 1,150 $198K
Tompkins Financial Corp. 0.02% No change 1,150 $198K
Solstein Capital, LLC 0.10% No change 1,120 $193K
St Germain D J Co. Inc. 0.01% No change 1,100 $190K
Annapolis Financial Services, LLC 0.06% Add +0.8% 1,099 $190K
Cornerstone Planning Group LLC 0.05% Reduce -90.1% 1,033 $185K
Quarry LP 0.06% Reduce -50.3% 1,058 $183K
Lipe & Dalton 0.09% No change 1,050 $181K
Elevation Wealth Partners, LLC 0.08% No change 1,040 $179K
Tidemark, LLC 0.07% Add +6.2% 1,030 $178K
PrairieView Partners, LLC 0.02% Add +24.2% 1,031 $177K
Bank & Trust Co 0.14% Add +5.8% 1,005 $173K
PARK CIRCLE Co 0.15% No change 1,000 $173K
SIMA Wealth Partners, LLC 0.15% No change 1,000 $173K
McClarren Financial Advisors, Inc. 0.02% Reduce -98.9% 345 $169K
Turim 21 Investimentos Ltda. 0.04% No change 940 $162K
Western Pacific Wealth Management, LP 0.11% Add +60.3% 930 $160K
Cassady Schiller Wealth Management, LLC 0.06% No change 930 $160K
HHM Wealth Advisors, LLC 0.02% Add +55.0% 930 $160K
Virtus Investment Advisers, LLC 0.13% Reduce -39.7% 910 $157K
Investment Research & Advisory Group, Inc. 0.07% No change 910 $157K
Dunhill Financial, LLC 0.08% Add +96.5% 904 $156K
Pingora Partners LLC 0.11% Reduce -5.3% 900 $155K
Tanglewood Legacy Advisors, LLC 0.07% No change 900 $155K
First Personal Financial Services 0.03% Add +134.2% 890 $154K
Semmax Financial Advisors Inc. 0.04% Reduce -90.8% 866 $153K
Northwest Bank & Trust Co 0.11% No change 870 $150K
Bay Harbor Wealth Management, LLC 0.05% Reduce -4.2% 853 $147K
CGC Financial Services, LLC 0.06% No change 850 $147K
Activest Wealth Management 0.05% Reduce -64.3% 846 $146K
AlphaQuest LLC 0.01% Add +239.6% 815 $141K
Valued Wealth Advisors LLC 0.09% Reduce -9.5% 769 $133K
Red Tortoise LLC 0.07% Add +0.5% 764 $132K
Advantage Trust Co 0.09% Reduce -50.0% 750 $129K
Signature Resources Capital Management, LLC 0.12% No change 740 $128K
Reston Wealth Management LLC 0.05% New 735 $127K
Knott David M Jr 0.04% No change 710 $122K
TD Capital Management LLC 0.01% Add +27.8% 703 $121K
SOA Wealth Advisors, LLC. 0.02% Add +1.6% 701 $121K
West Tower Group, LLC 0.26% Reduce -65.0% 700 $121K
Palouse Capital Management, Inc. 0.08% Reduce -1.4% 700 $121K
Mizuho Bank, Ltd. 0.02% No change 700 $121K
Atlantic Edge Private Wealth Management, LLC 0.04% Add +7.8% 690 $119K
Pension & Wealth Management Advisors, Inc. 0.06% Add +64.9% 676 $117K
Pacific Capital Wealth Advisors, Inc. 0.02% Add +32.2% 674 $116K
Pinnacle Holdings, LLC 0.05% New 673 $116K
Hobbs Group Advisors, LLC 0.04% Add +42.8% 671 $116K
FWL Investment Management, LLC 0.04% Add +13.6% 670 $116K
WealthCollab, LLC 0.08% Add +25.7% 666 $115K
True Wealth Design, LLC 0.04% Add +216.2% 664 $115K
Keener Financial Planning LLC 0.07% No change 660 $113K
Frazier Financial Advisors, LLC 0.09% Reduce -38.0% 651 $112K
HBC Financial Services, PLLC 0.07% Reduce -90.0% 621 $109K
PSI Advisors, LLC 0.03% No change 630 $109K
Financial Freedom, LLC 0.06% Add +0.2% 621 $107K
Wiser Advisor Group LLC 0.16% Add +76.6% 618 $107K
Coston, McIsaac & Partners 0.03% Add +0.7% 604 $104K
Clear Investment Research, LLC 0.13% Add +4.9% 598 $103K
Koesten, Hirschmann & Crabtree, INC. 0.06% No change 580 $100K
Bank of New Hampshire 0.03% Add +5.5% 580 $100K
REAP Financial Group, LLC 0.02% Add +343.1% 576 $99K
Winch Advisory Services, LLC 0.03% Add +0.2% 571 $98K
Ruedi Wealth Management, Inc. 0.03% Reduce -7.5% 564 $97K
Creative Capital Management Investments LLC 0.04% Reduce -1.8% 560 $97K
DiNuzzo Private Wealth, Inc. 0.01% Reduce -6.7% 541 $93K
Tucker Asset Management LLC 0.02% Reduce -29.5% 536 $92K
Richardson Capital Management LLC 0.06% No change 530 $91K
Flaharty Asset Management, LLC 0.01% New 530 $91K
Financial Network Wealth Advisors LLC 0.07% Add +228.8% 526 $91K
IAG Wealth Partners, LLC 0.02% No change 520 $90K
Aspect Partners, LLC 0.05% No change 500 $86K
Peoples Bank 0.06% New 490 $85K
Macroview Investment Management LLC 0.08% Add +1.0% 485 $84K
Raffa Wealth Management, LLC 0.02% No change 480 $83K
Ulland Investment Advisors, LLC 0.06% Add +39.1% 473 $82K
Financial Avengers, Inc. 0.04% Add +0.4% 472 $81K
Hanson & Doremus Investment Management 0.01% Reduce -27.7% 470 $81K
Hanseatic Management Services Inc. 0.11% Add +50.0% 450 $78K
Evolution Advisers, Inc. 0.04% No change 450 $77K
Painted Porch Advisors LLC 0.04% Reduce -3.9% 442 $76K
Planned Solutions, Inc. 0.03% New 440 $76K
First Pacific Financial 0.02% No change 430 $74K
Atlantic Private Wealth, LLC 0.06% New 425 $73K
Clear Point Advisors Inc. 0.06% Add +1.0% 414 $71K
McIlrath & Eck, LLC 0.01% Reduce -10.7% 402 $69K
Bfsg, LLC 0.01% Add +0.3% 401 $69K
Pineridge Advisors LLC 0.03% Add +2.6% 390 $67K
First PREMIER Bank 0.02% Add +105.3% 390 $67K
LFA - Lugano Financial Advisors SA 0.04% Add +32.1% 370 $64K
Moser Wealth Advisors, LLC 0.03% Add +15.6% 370 $64K
Dynamic Wealth Strategies, LLC 0.05% Add +358.8% 367 $63K
Stephens Consulting, LLC 0.02% No change 360 $62K
BIT Capital GmbH 0.01% New 350 $60K
Pflug Koory, LLC 0.00% — 350 $60K
West Financial Advisors, LLC 0.01% New 345 $60K
Mowery & Schoenfeld Wealth Management, LLC 0.09% No change 330 $57K
Robinswood Financial LLC 0.02% New 330 $57K
Cranbrook Wealth Management, LLC 0.01% Add +120.0% 330 $57K
SJS Investment Consulting Inc. 0.01% Reduce -15.6% 329 $57K
MidAtlantic Capital Management, Inc. 0.04% Reduce -9.1% 318 $55K
Global Wealth Strategies & Associates 0.02% Add +110.0% 315 $54K
CKW Financial Group 0.01% Add +7.1% 300 $50K
Peterson Financial Group, Inc. 0.19% New 288 $50K
Iron Horse Wealth Management, LLC 0.02% Add +252.5% 282 $49K
Grayhawk Investment Strategies Inc. 0.08% No change 280 $48K
Redmont Wealth Advisors LLC 0.07% No change 270 $47K
Authentikos Wealth Advisory, LLC 0.04% New 270 $47K
Uncommon Cents Investing LLC 0.01% New 270 $47K
Legacy Investment Solutions, LLC 0.03% — 260 $45K
Legacy Wealth Managment, LLC 0.03% — 260 $45K
Pinpoint Asset Management Ltd 0.01% Reduce -72.9% 260 $45K
Highline Wealth Partners LLC 0.01% Add +43.9% 259 $45K
AlphaCentric Advisors LLC 0.03% Reduce -4.1% 259 $45K
Steph & Co. 0.01% New 250 $43K
Estabrook Capital Management 0.01% Reduce -90.0% 250 $43K
Pathway Financial Advisers, LLC 0.02% Add +15512.9% 7,284,970 $42K
Cedar Wealth Management, LLC 0.01% No change 240 $41K
Strategic Investment Solutions, Inc. 0.01% Reduce -90.0% 230 $40K
Tsfg, LLC 0.01% Add +17.4% 223 $38K
Stuart Chaussee & Associates, Inc. 0.01% No change 220 $38K
Delta Asset Management LLC 0.00% Reduce -8.3% 220 $38K
Centerpoint Advisors, LLC 0.01% Reduce -39.7% 211 $36K
Roble, Belko & Company, Inc 0.01% No change 190 $33K
Glynn Capital Management LLC 0.01% New 187 $32K
Criterion Capital Advisors, LLC 0.02% Reduce -90.0% 20 $32K
JDM Financial Group LLC 0.02% Add +42.3% 185 $32K
MRP Capital Investments, LLC 0.03% New 180 $31K
Breakwater Investment Management 0.01% No change 160 $28K
Castleview Partners, LLC 0.01% Add +13.1% 147 $25K
Pin Oak Investment Advisors Inc. 0.02% No change 150 $25K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 140 $24K
Cherry Tree Wealth Management, LLC 0.01% Reduce -3.6% 135 $23K
PayPay Securities Corp 2.04% Add +66.3% 133 $23K
JNBA Financial Advisors 0.00% No change 130 $22K
Cornerstone National Bank & Trust Co 0.01% New 127 $22K
PFG Private Wealth Management, LLC 0.01% No change 120 $21K
Denver PWM, LLC 0.01% Reduce -70.7% 120 $21K
Pacific Center for Financial Services 0.01% No change 120 $21K
Founders Capital Management 0.01% No change 110 $19K
Barrett & Company, Inc. 0.01% No change 110 $19K
Your Advocates Ltd., LLP 0.01% No change 110 $19K
Legend Financial Advisors, Inc. 0.01% Reduce -41.2% 100 $17K
Family CFO Inc 0.01% No change 100 $17K
Mark Sheptoff Financial Planning, LLC 0.01% Reduce -88.2% 100 $17K
Sittner & Nelson, LLC 0.01% New 100 $17K
Kings Path Partners LLC 0.01% No change 100 $17K
FSA Wealth Management LLC 0.01% — 100 $17K
Trust Co 0.00% No change 100 $17K
Ransom Advisory, Ltd 0.01% No change 90 $16K
Kathleen S. Wright Associates Inc. 0.01% No change 90 $16K
Cedar Mountain Advisors, LLC 0.00% No change 90 $16K
Kiely Wealth Advisory Group, Inc. 0.01% Reduce -90.0% 80 $14K
Davis Capital Management 0.01% Add +33.3% 80 $14K
Tower View Wealth Management LLC 0.01% No change 80 $14K
Fairfield Financial Advisors, LTD 0.00% No change 80 $14K
PFS Partners, LLC 0.01% Reduce -2.5% 78 $13K
Tradewinds Capital Management, LLC 0.00% New 77 $13K
HighMark Wealth Management LLC 0.01% Add +7.1% 75 $13K
Wells Financial Advisors INC 0.02% New 70 $12K
Lummis Asset Management, LP 0.01% No change 70 $12K
Hoese & Co LLP 0.01% No change 70 $12K
CoreFirst Bank & Trust 0.01% New 70 $12K
Towne Trust Company, N.A 0.00% No change 70 $12K
Laurel Wealth Advisors LLC 0.00% No change 70 $12K
Delos Wealth Advisors, LLC 0.01% Reduce -70.0% 60 $10K
Fairman Group, LLC 0.01% No change 60 $10K
Ascentis Wealth Management, LLC 0.00% — 60 $10K
TruNorth Capital Management, LLC 0.00% Add +200.0% 60 $10K
Arrow Financial Corp 0.00% Add +50.0% 60 $10K
Sawyer & Company, Inc 0.00% New 58 $10K
Catalyst Funds Management Pty Ltd 0.00% Reduce -100.0% 56 $10K
WFA of San Diego, LLC 0.01% No change 50 $9K
Horizons Wealth Management 0.01% Reduce -90.0% 50 $9K
C M Bidwell & Associates Ltd. 0.01% New 50 $9K
Lowe Wealth Advisors, LLC 0.00% No change 50 $9K
ESL Trust Services, LLC 0.00% No change 50 $9K
Abich Financial Wealth Management LLC 0.02% Reduce -69.3% 43 $7K
Naples Money Management LLC 0.01% New 40 $7K
POM Investment Strategies, LLC 0.01% Reduce -87.1% 40 $7K
Mendota Financial Group, LLC 0.00% New 33 $6K
O'Brien Wealth Partners LLC 0.00% Reduce -40.0% 30 $5K
SYSTM Wealth Solutions LLC 0.15% — 29 $5K
Claris Advisors, LLC / Mo / 0.00% New 29 $5K
Halpern Financial, Inc. 0.00% New 24 $4K
WestEnd Advisors, LLC 0.00% Add +10.0% 22 $4K
St. Johns Investment Management Company, LLC 0.00% No change 10 $2K
Anfield Capital Management, LLC 0.00% Reduce -86.7% 8 $1K
Bare Financial Services, Inc 0.00% Reduce -90.0% 7 $1K
Clarity Asset Management, Inc. 0.00% New 3 $551
Washington Growth Strategies LLC 0.01% — 37 $210

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