BroadcomAVGO

13F holders, Q4 2024 (December 31)
3,908holders +501
296new positions
106sold out
17famous investors
$231.78avg. 13F price*

At the end of Q4 2024, 3,908 institutions reported holding Broadcom Inc. (AVGO) in their 13F filings, up 501 from Q3 2024. 296 opened new positions and 106 sold out. The largest holders were Vanguard Group Inc. ($110.2B), BlackRock, Inc. ($84.9B) and Capital World Investors ($45.7B). 17 famous investors held it, including Alex Sacerdote (7.0% of Whale Rock Capital Management's portfolio), Gavin Baker (3.3% of Atreides Management's portfolio) and Philippe Laffont (2.8% of Coatue 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions296$3.1B
Exits106$1.1B

All 13F filers, Q3 2024 → Q4 2024: 186,331,423 shares bought and 141,956,012 shares sold, net +44,375,411 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,908 holders

Vanguard Group Inc. 1.92% Add +1.4% 475,134,603 $110.2B
BlackRock, Inc. 1.72% Add +2.8% 366,247,800 $84.9B
Capital World Investors 6.95% Reduce -6.8% 196,969,254 $45.7B
Capital International Investors 8.24% Reduce -0.0% 188,651,498 $43.7B
State Street Corp. 1.71% Add +1.0% 186,265,471 $43.2B
Geode Capital Management, LLC 1.83% Add +3.0% 102,207,120 $23.6B
FMR LLC 1.29% Add +3.2% 93,274,317 $21.6B
Capital Research Global Investors 4.28% Reduce -3.0% 89,674,861 $20.8B
JPMorgan Chase & Co. 1.46% Add +28.0% 79,295,422 $18.4B
Morgan Stanley 1.23% Add +5.9% 75,388,762 $17.5B
Norges Bank 2.22% Add +13.8% 72,864,948 $16.9B
Bank of America Corp. 1.32% Reduce -9.9% 61,557,351 $14.3B
Northern Trust Corp. 1.61% Add +12.0% 49,087,351 $11.4B
T. Rowe Price Associates Inc. 1.27% Add +46.9% 47,524,533 $11.0B
Wellington Management Group LLP 1.98% Reduce -6.3% 46,518,113 $10.8B
Nuveen Asset Management, LLC 2.56% Reduce -2.1% 38,995,837 $9.0B
Invesco Ltd. 1.56% Reduce -18.8% 36,306,313 $8.4B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1.86% Add +1.7% 34,401,379 $8.0B
Legal & General Group Plc 2.01% Reduce -4.5% 32,837,580 $7.6B
Charles Schwab Investment Management Inc. 1.40% Add +2.5% 32,808,362 $7.6B
Bank of New York Mellon Corp 1.38% Reduce -11.8% 32,182,754 $7.5B
Jennison Associates LLC 4.40% Reduce -13.2% 31,249,540 $7.2B
Goldman Sachs Group Inc. 1.36% Add +14.9% 30,622,967 $7.1B
Ameriprise Financial Inc. 1.62% Reduce -4.4% 27,189,379 $6.3B
Franklin Resources Inc. 1.76% Add +27.4% 26,897,909 $6.2B
UBS Group AG 1.38% Add +2.7% 26,637,735 $6.2B
Alliancebernstein L.P. 2.00% Add +10.6% 25,435,904 $5.9B
Wells Fargo & Company 1.34% Reduce -2.9% 23,940,584 $5.6B
Fisher Asset Management 2.21% Add +2.0% 23,903,319 $5.5B
Royal Bank of Canada 1.09% Add +3.4% 21,737,691 $5.0B
Raymond James Financial Inc. 1.58% — 18,471,827 $4.3B
Swedbank AB 4.70% Reduce -10.3% 16,469,551 $3.8B
SG Americas Securities, LLC 15.94% Add +45.8% 15,681,565 $3.6B
Janus Henderson Group PLC 1.81% Add +14.8% 15,358,690 $3.6B
Bank of Montreal 1.61% Reduce -13.8% 13,870,815 $3.2B
HSBC Holdings PLC 1.98% Add +3.0% 13,753,518 $3.2B
Van Eck Associates Corp. 3.95% Add +4.0% 13,211,165 $3.1B
Barclays PLC 1.48% Reduce -26.0% 12,924,525 $3.0B
California Public Employees Retirement System 1.95% Add +0.3% 12,596,956 $2.9B
Swiss National Bank 1.93% Reduce -4.5% 12,534,530 $2.9B
Amundi 0.93% Reduce -34.1% 11,642,373 $2.7B
Deutsche Bank AG 1.05% Reduce -24.6% 11,514,772 $2.7B
Sumitomo Mitsui Trust Group, Inc. 1.76% Reduce -0.9% 11,270,773 $2.6B
Clearbridge Investments, LLC 2.11% Reduce -8.7% 11,186,749 $2.6B
Voya Investment Management LLC 3.09% Add +4.6% 11,032,868 $2.6B
GQG Partners LLC 3.51% Add +200.0% 10,213,160 $2.4B
Dimensional Fund Advisors LP 0.57% Reduce -1.8% 10,209,148 $2.4B
BNP Paribas Financial Markets 1.79% Add +14.4% 9,862,408 $2.3B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2.38% Add +1.1% 9,529,859 $2.2B
Citigroup Inc. 2.10% Reduce -11.6% 9,388,185 $2.2B
Rhumbline Advisers 1.82% Reduce -1.3% 8,784,414 $2.0B
National Pension Service 1.89% Add +3.9% 8,593,557 $2.0B
Principal Financial Group Inc. 1.02% Add +12.2% 8,061,598 $1.9B
TD Asset Management Inc 1.62% Reduce -3.7% 7,892,675 $1.8B
Mitsubishi UFJ Asset Management Co., Ltd. 1.76% Add +7.5% 7,793,754 $1.8B
Cantillon Capital Management LLC 10.33% Add +0.5% 7,370,870 $1.7B
Millennium Management 1.52% Add +534.9% 7,324,757 $1.7B
American Century Companies Inc. 0.96% Add +72.8% 7,174,741 $1.7B
California State Teachers Retirement System 1.88% Reduce -2.4% 6,960,721 $1.6B
First Trust Advisors LP 1.43% Reduce -1.2% 6,959,938 $1.6B
Envestnet Asset Management Inc. 0.49% Reduce -2.0% 6,638,629 $1.5B
Schroder Investment Management Group 1.45% Add +5.8% 6,530,721 $1.5B
Credit Agricole S A 4.81% Add +501.0% 6,122,109 $1.4B
Canada Pension Plan Investment Board 1.29% Add +45.7% 5,825,454 $1.4B
Bessemer Group Inc. 2.20% Reduce -4.8% 5,825,091 $1.4B
New York State Common Retirement Fund 1.81% Add +0.2% 5,804,615 $1.3B
Nordea Investment Management AB 1.30% Add +15.0% 5,264,796 $1.2B
Parnassus Investments, LLC 2.73% Reduce -5.9% 5,310,912 $1.2B
Bahl & Gaynor LLC 6.50% Reduce -10.7% 5,304,035 $1.2B
Pictet Asset Management Holding SA 1.29% Add +1.7% 5,161,744 $1.2B
Nomura Asset Management Co. Ltd. 3.58% Reduce -8.1% 5,131,284 $1.2B
ProShare Advisors LLC 2.67% Reduce -12.5% 5,031,951 $1.2B
Stifel Financial Corp. 1.20% Reduce -0.5% 4,984,085 $1.2B
LPL Financial LLC 0.47% Add +9.3% 4,980,299 $1.2B
Bank of Nova Scotia 2.02% Add +2.0% 4,943,146 $1.1B
PNC Financial Services Group, Inc. 0.74% Reduce -5.0% 4,804,682 $1.1B
Rafferty Asset Management, LLC 3.75% Reduce -14.9% 4,570,365 $1.1B
Prudential Financial Inc. 1.45% Add +1.4% 4,568,975 $1.1B
Ensign Peak Advisors, Inc 1.87% Reduce -19.1% 4,539,787 $1.1B
National Bank of Canada 1.35% Reduce -37.0% 4,502,636 $1.0B
Manufacturers Life Insurance Company, The 0.91% Reduce -6.9% 4,468,365 $1.0B
State Board of Administration of Florida Retirement System 1.94% Reduce -0.3% 4,393,180 $1.0B
Winslow Capital Management, LLC 3.59% Reduce -32.4% 4,358,434 $1.0B
Susquehanna International Group, LLP 1.50% Add +241.7% 4,340,508 $1.0B
Victory Capital Management Inc. 0.99% Reduce -17.3% 4,255,125 $986.5M
Adage Capital Partners Gp, L.L.C. 1.72% Add +0.4% 4,249,360 $985.2M
Royal London Asset Management Ltd. 2.40% Reduce -2.9% 4,243,733 $983.9M
APG Asset Management N.V. 2.73% Add +609.4% 4,379,348 $980.5M
Lazard Asset Management LLC 1.50% Reduce -21.6% 4,091,646 $948.6M
New York State Teachers Retirement System 1.99% Reduce -3.0% 4,077,866 $945.4M
Neuberger Berman Group LLC 0.73% Add +23.3% 3,966,308 $920.1M
CANADA LIFE ASSURANCE Co 1.57% Reduce -11.7% 3,927,513 $909.9M
Corient Private Wealth LP 1.48% Add +1.6% 3,858,101 $890.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 1.76% — 3,767,181 $873.4M
Aberdeen Group plc 1.56% Add +8.3% 3,530,084 $831.8M
Coatue Management 2.75% Reduce -18.4% 3,526,331 $817.5M
Mariner, LLC 1.36% Add +3.7% 3,502,307 $812.2M
KBC Group NV 2.21% Add +34.6% 3,465,337 $803.4M
Allianz Asset Management GmbH 1.15% Add +13.0% 3,428,322 $794.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.68% Reduce -20.8% 3,390,072 $787.5M
Healthcare of Ontario Pension Plan Trust Fund 1.70% Add +81.5% 3,395,913 $787.3M
Korea Investment CORP 1.86% Reduce -6.6% 3,391,629 $786.3M
Mirae Asset Global Investments Co., Ltd. 3.01% Reduce -5.4% 3,089,367 $741.9M
Aviva PLC 1.93% Reduce -0.7% 3,196,974 $741.2M
Bank Julius Baer & Co. Ltd, Zurich 2.26% Add +11.7% 2,927,729 $732.0M
Thornburg Investment Management Inc. 9.67% Reduce -12.5% 3,153,835 $731.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 2.03% Reduce -0.0% 3,068,303 $711.4M
Polar Capital Holdings Plc 3.99% Add +2.0% 3,055,571 $708.4M
Russell Investments Group, Ltd. 0.97% Add +32.6% 3,031,866 $703.7M
Ninety One UK Ltd 1.88% Reduce -18.5% 3,029,639 $702.4M
Temasek Holdings (Private) Ltd 2.71% Reduce -0.9% 2,951,931 $684.4M
Fifth Third Bancorp 2.47% Reduce -0.2% 2,938,060 $681.2M
Truist Financial Corp. 1.06% Add +0.7% 2,915,323 $675.9M
Robeco Institutional Asset Management B.V. 1.26% Reduce -17.4% 2,874,756 $666.5M
Fred Alger Management, LLC 3.15% Reduce -6.7% 2,855,741 $662.1M
AQR Capital Management 0.85% Reduce -12.9% 2,848,831 $660.5M
Handelsbanken Fonder AB 2.51% Reduce -4.5% 2,830,700 $656.3M
Lansforsakringar Fondforvaltning AB (publ) 2.43% — 2,768,450 $641.8M
Danske Bank A/S 1.92% Add +5.3% 2,764,024 $640.8M
Macquarie Group Ltd. 0.77% Add +3.4% 3,631,805 $634.6M
Mackenzie Financial Corp. 0.85% Add +7.3% 2,695,694 $625.0M
Chevy Chase Trust Holdings, LLC 1.90% Add +0.8% 2,685,135 $622.5M
Sei Investments Co. 0.80% Reduce -10.4% 2,671,361 $619.3M
Rockefeller Capital Management L.P. 1.56% Reduce -1.2% 2,567,576 $602.6M
Natixis Advisors, LLC 1.12% Add +4.2% 2,584,248 $599.1M
Whale Rock Capital Management 7.04% Add +25.7% 2,563,881 $594.4M
State of Wisconsin Investment Board 1.52% Reduce -3.8% 2,543,591 $589.7M
Massachusetts Financial Services Co. 0.19% Add +170.0% 2,525,614 $585.5M
Los Angeles Capital Management LLC 2.37% Add +13.5% 2,516,832 $583.5M
Storebrand Asset Management As 1.75% Reduce -3.8% 2,475,716 $574.0M
HighTower Advisors, LLC 0.78% Reduce -1.1% 2,468,761 $572.4M
Epoch Investment Partners, Inc. 2.76% Reduce -25.7% 2,458,665 $570.0M
Capital Group Private Client Services, Inc. 5.23% Reduce -2.6% 2,450,519 $568.1M
Public Employees Retirement System of Ohio 1.93% Add +15.7% 2,419,488 $560.9M
Allspring Global Investments Holdings, LLC 0.88% Add +50.4% 2,372,824 $550.4M
AXA S.A. 1.65% Reduce -15.0% 2,332,147 $540.7M
First Manhattan Co. Llc. 1.58% Reduce -1.0% 2,309,118 $540.3M
Capital International, Inc. 6.37% Add +8.3% 2,326,743 $539.4M
T. Rowe Price Investment Management, Inc. 0.33% Reduce -2.5% 2,289,753 $530.9M
Mitsubishi UFJ Trust & Banking Corp 1.24% Reduce -3.0% 2,267,976 $525.8M
Public Sector Pension Investment Board 2.18% Add +22.9% 2,222,914 $515.4M
Retirement Systems of Alabama 1.91% Add +0.2% 2,222,217 $515.2M
Jane Street Group, LLC 0.82% Add +85.6% 2,184,417 $506.4M
Treasurer of the State of North Carolina 1.96% Add +0.8% 2,171,415 $503.4M
Capitolis Liquid Global Markets LLC 4.86% Add +8.6% 2,154,100 $499.4M
Daiwa Securities Group Inc. 2.21% Add +1.1% 2,121,147 $491.8M
Caisse de depot et placement du Quebec 1.02% Reduce -26.5% 2,115,265 $490.4M
D. E. Shaw & Co. 0.58% Reduce -19.1% 2,105,287 $488.1M
Asset Management One Co., Ltd. 1.63% Reduce -1.7% 1,962,608 $474.4M
M&G PLC 2.93% Reduce -36.1% 1,975,075 $458.2M
CI Investments Inc. 1.73% Reduce -8.6% 1,974,693 $457.8M
Baird Financial Group, Inc. 0.87% Add +1.7% 1,956,210 $453.5M
Lord, Abbett & Co. LLC 1.49% Reduce -11.0% 1,941,869 $450.2M
Keybank National Association 1.72% Reduce -2.5% 1,932,096 $447.9M
HRT Financial LP 2.26% New 1,884,640 $436.9M
Tiger Global Management 1.62% No change 1,845,500 $427.9M
Cerity Partners LLC 0.92% Reduce -4.6% 1,908,930 $424.5M
Skandinaviska Enskilda Banken AB (publ) 1.91% Add +5.8% 1,789,613 $421.6M
M&T Bank Corp 1.40% Reduce -1.0% 1,808,093 $419.2M
Cibc World Market Inc. 0.95% Reduce -4.5% 1,785,356 $413.9M
Mn Services Vermogensbeheer B.V. 2.75% Add +2.2% 1,757,800 $407.5M
Agf Management Ltd. 2.04% Add +80.3% 1,756,755 $407.3M
UniSuper Management Pty Ltd 2.91% Reduce -8.1% 1,748,681 $405.4M
State of Michigan Retirement System 2.10% No change 1,740,660 $403.6M
1832 Asset Management L.P. 0.72% Reduce -35.0% 1,735,958 $402.5M
Cincinnati Financial Corp. 8.76% Reduce -0.5% 1,724,909 $399.9M
Ask Capital Management, LLC 96.99% — 1,703,320 $394.9M
Janney Montgomery Scott LLC 1.09% Reduce -2.8% 1,702,896 $394.8M
ING Groep NV 2.65% Reduce -40.9% 1,694,637 $392.9M
Assetmark, Inc. 1.06% Add +2.9% 1,687,093 $391.1M
Thrivent Financial for Lutherans 0.76% Add +30.7% 1,684,427 $388.5M
State of Tennessee, Department of Treasury 1.41% Reduce -5.4% 1,671,194 $387.4M
State of New Jersey Common Pension Fund D 1.52% No change 1,627,453 $377.3M
Nissay Asset Management Corp. /Japan 2.27% Reduce -8.8% 1,536,072 $371.3M
AEGON ASSET MANAGEMENT UK Plc 4.83% Reduce -7.5% 1,580,769 $366.4M
Saturna Capital Corp. 4.81% Add +4.1% 1,530,665 $354.9M
HM Payson & Co. 6.01% Reduce -1.0% 1,528,202 $354.3M
KLP Kapitalforvaltning As 1.67% — 1,523,480 $353.2M
STRS Ohio 1.40% Add +1.5% 1,522,373 $352.9M
Teacher Retirement System of Texas 1.27% Add +41.1% 1,516,759 $351.6M
Holocene Advisors, LP 1.13% Add +100.6% 1,504,000 $348.7M
CIBC Asset Management Inc 1.13% Reduce -12.1% 1,488,597 $345.2M
King Luther Capital Management Corp. 1.47% Add +2.2% 1,452,483 $336.7M
Federated Hermes, Inc. 0.74% Reduce -3.1% 1,451,342 $336.5M
Calamos Advisors LLC 2.25% Add +2.6% 1,444,950 $335.0M
Nisa Investment Advisors, LLC 1.29% Add +15.9% 1,435,803 $332.9M
MetLife Investment Management, LLC 1.80% Add +1.3% 1,434,573 $332.6M
Two Sigma Advisers, LP 0.77% Reduce -59.8% 1,434,260 $332.5M
Corebridge Financial, Inc. 1.80% Reduce -6.3% 1,432,613 $332.1M
Natixis 2.24% Reduce -12.2% 1,423,746 $330.1M
Silvercrest Asset Management Group LLC 2.19% Reduce -8.6% 1,414,822 $328.0M
Worldquant Millennium Advisors LLC 2.11% Add +22.7% 1,403,544 $325.4M
Nearwater Capital Markets, Ltd 9.21% — 1,392,493 $322.8M
Westfield Capital Management Co. LP 1.37% Add +15.1% 1,354,977 $314.1M
Marshall Wace, LLP 0.40% Reduce -59.1% 1,351,755 $313.4M
Resona Asset Management Co.,Ltd. 1.81% Reduce -4.8% 1,313,602 $306.5M
Wealth Enhancement Advisory Services, LLC 0.58% Add +24.3% 1,304,370 $302.4M
Commerce Bank 1.85% Reduce -0.5% 1,291,433 $299.4M
Arizona State Retirement System 1.83% Add +1.8% 1,290,686 $299.2M
Zurich Insurance Group Ltd 2.42% Add +3.8% 1,280,164 $296.8M
Michael & Susan Dell Foundation 15.88% Reduce -68.0% 1,277,045 $296.1M
NorthCoast Asset Management LLC 1.45% Add +359.3% 1,270,599 $294.6M
Public Employees Retirement Association of Colorado 1.17% Add +106.9% 1,265,301 $293.3M
OMERS ADMINISTRATION Corp 2.54% Add +1.1% 1,251,794 $290.2M
Advisors Capital Management, LLC 4.57% Reduce -2.8% 1,250,600 $289.9M
Guggenheim Capital LLC 2.39% Reduce -26.2% 1,246,783 $289.1M
Swiss Life Asset Management Ltd 2.13% Add +54.1% 1,245,526 $288.7M
Hamlin Capital Management, LLC 7.12% Reduce -13.7% 1,240,540 $287.6M
Commonwealth Equity Services, LLC 0.41% Add +1.9% 1,212,171 $281.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 1.67% Add +8.9% 1,211,147 $280.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.69% Reduce -35.5% 1,207,244 $279.9M
Penserra Capital Management LLC 5.11% Add +10.1% 1,204,342 $279.2M
US Bancorp \de 0.36% Add +7.2% 1,199,060 $278.0M
Assenagon Asset Management S.A. 0.49% Add +768.0% 1,187,793 $275.4M
DNB Asset Management AS 1.18% Add +2.9% 1,174,780 $272.4M
Forsta Ap-Fonden 1.93% Reduce -3.5% 1,172,440 $271.8M
Balyasny Asset Management L.P. 0.63% Add +2638.3% 1,150,885 $266.8M
Xponance LLC 2.42% Reduce -0.1% 1,142,532 $264.9M
Guinness Asset Management LTD 4.97% Reduce -14.4% 1,139,761 $264.4M
Cardano Risk Management B.V. 4.05% Reduce -1.0% 1,137,908 $263.8M
Marex Group Ltd 4.48% Add +61.4% 1,132,528 $262.6M
Candriam S.C.A. 1.52% Add +1.5% 1,131,537 $262.3M
AMF Tjanstepension AB 1.86% Add +11.3% 1,129,101 $261.8M
Scge Management, L.P. 4.80% New 1,120,000 $259.7M
Compagnie Lombard Odier SCmA 3.81% Add +5.1% 1,114,015 $258.3M
TCW Group Inc. 2.17% Add +15.2% 1,112,693 $258.0M
Captrust Financial Advisors 0.73% Add +8.1% 1,108,219 $256.9M
Huntington National Bank 2.37% Add +2.7% 1,084,742 $251.5M
Capital International Sarl 5.80% Add +2.0% 1,083,262 $251.1M
Comerica Bank 1.01% Reduce -1.9% 1,074,626 $249.1M
Harding Loevner LP 1.68% Reduce -17.1% 1,073,315 $248.8M
Man Group plc 0.77% Add +7.0% 1,067,540 $247.5M
Toronto Dominion Bank 0.46% Reduce -43.3% 1,050,955 $243.7M
Cetera Investment Advisers 0.51% Reduce -2.0% 1,050,236 $243.5M
Alecta Tjanstepension Omsesidigt 1.27% New 1,038,000 $240.6M
Czech National Bank 2.17% Add +6.8% 1,012,619 $234.8M
Commerzbank Aktiengesellschaft 5.62% Reduce -0.8% 1,006,848 $233.4M
NewEdge Advisors, LLC 1.40% Add +4.9% 1,004,411 $232.9M
Carmignac Gestion 3.68% Add +26.6% 996,321 $231.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.43% Reduce -2.0% 993,104 $230.2M
Amalgamated Bank 1.86% Reduce -5.6% 977,043 $226.5M
Employees Provident Fund Board 2.81% Reduce -17.4% 976,595 $226.4M
LGT Group Foundation 3.51% Add +26.6% 976,365 $226.4M
Osaic Holdings, Inc. 0.50% Add +10.3% 1,096,552 $224.9M
Jones Financial Companies LLLP 0.21% Add +30.2% 961,987 $223.0M
Primecap Management Co. 0.17% Add +0.8% 957,880 $222.1M
Employees Retirement System of Texas 2.20% Add +2.1% 945,949 $219.3M
QRG Capital Management, Inc. 2.23% Add +4.4% 936,029 $217.0M
Cullen Capital Management, LLC 2.45% Reduce -24.1% 908,460 $210.6M
Teachers Retirement System of the State of Kentucky 1.84% Reduce -5.6% 904,891 $209.8M
EP Wealth Advisors, LLC 1.71% Reduce -5.1% 902,292 $209.2M
Factory Mutual Insurance Co. 2.26% Reduce -13.1% 901,145 $208.9M
USS Investment Management Ltd 1.50% Reduce -0.3% 891,539 $206.6M
Focus Partners Wealth 0.54% Add +76.7% 889,603 $206.2M
Gateway Investment Advisers LLC 2.29% Reduce -3.1% 888,361 $206.0M
Citadel Advisors 0.19% Reduce -48.5% 883,914 $204.9M
Creative Planning 0.19% Add +8.6% 846,244 $196.2M
BI Asset Management Fondsmaeglerselskab A/S 2.06% Add +56.9% 841,612 $195.1M
Unisphere Establishment 1.70% Reduce -1.0% 841,200 $195.0M
IFM Investors Pty Ltd 1.98% Reduce -8.1% 838,767 $194.5M
iA Global Asset Management Inc. 3.32% Reduce -41.0% 816,209 $189.2M
FUKOKU MUTUAL LIFE INSURANCE Co 13.60% Reduce -0.0% 815,038 $189.0M
Ferguson Wellman Capital Management, Inc. 3.57% Reduce -1.5% 809,455 $187.7M
Paradigm Capital Management Inc. 8.69% No change 809,000 $187.6M
Mercer Global Advisors Inc. 0.46% Reduce -12.3% 834,525 $187.2M
Panagora Asset Management Inc. 0.86% Add +49.5% 804,892 $186.6M
Cibc World Markets Corp. 1.09% Reduce -0.0% 795,927 $184.5M
GF Fund Management Co. LTD. 3.97% — 792,792 $183.8M
Pinebridge Investments, L.P. 1.36% Reduce -16.7% 781,722 $181.2M
Menora Mivtachim Holdings LTD. 1.13% New 779,074 $180.6M
DekaBank Deutsche Girozentrale 0.33% No change 757,234 $179.3M
Blair William & Co. 0.52% Add +13.6% 767,292 $177.9M
Sanctuary Advisors, LLC 1.11% Reduce -3.0% 813,658 $175.5M
Danica Pension, Livsforsikringsaktieselskab 3.28% Add +8.2% 756,035 $175.3M
Utah Retirement Systems 1.93% Add +0.2% 754,400 $174.9M
DAVENPORT & Co LLC 1.02% Reduce -0.6% 748,244 $174.0M
Vontobel Holding Ltd. 0.59% Add +1.6% 744,151 $172.5M
Railway Pension Investments Ltd 2.24% Reduce -4.8% 728,190 $168.8M
Clark Capital Management Group, Inc. 1.18% Reduce -17.8% 725,120 $168.1M
Qube Research & Technologies Ltd 0.27% New 721,111 $167.2M
LBP Am SA 2.25% Reduce -8.6% 716,595 $166.1M
First Financial Bankshares Inc 3.59% Reduce -13.9% 716,522 $166.1M
MAI Capital Management 1.23% Add +18.6% 711,852 $165.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 1.66% Reduce -0.7% 708,490 $164.3M
Whittier Trust Co. 2.16% Add +2.4% 706,677 $163.8M
D.A. Davidson & Co. 1.32% Reduce -1.0% 699,276 $162.1M
Sapient Capital LLC 3.09% Add +1.9% 698,182 $161.9M
Atalanta Sosnoff Capital, LLC 3.49% Reduce -5.4% 692,689 $160.6M
Blue Whale Capital LLP 11.79% Reduce -21.2% 684,580 $158.7M
Sarasin & Partners LLP 1.74% Reduce -40.5% 681,372 $158.0M
Summit Trail Advisors, LLC 5.80% Add +1.7% 677,992 $157.2M
Raiffeisen Bank International AG 2.38% — 666,702 $157.1M
CCLA Investment Management 2.47% Add +907.8% 672,361 $155.8M
Eastern Bank 2.89% Reduce -1.2% 670,177 $155.4M
Klingenstein Fields & Co. LP 6.21% Reduce -6.5% 665,117 $154.2M
Border to Coast Pensions Partnership Ltd 3.02% Reduce -1.5% 664,496 $154.0M
Police & Firemen's Retirement System of New Jersey 1.49% — 661,576 $153.4M
Connor, Clark & Lunn Investment Management Ltd. 0.69% Add +17.5% 659,734 $153.0M
Bridgewater Associates 0.70% Reduce -31.2% 657,290 $152.4M
Fort Washington Investment Advisors Inc. 0.91% Add +9.5% 655,429 $152.0M
Varma Mutual Pension Insurance Co 1.14% Reduce -3.3% 649,230 $150.5M
William Blair Investment Management, LLC 0.37% Add +202.9% 647,615 $150.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.53% Add +10.2% 644,200 $149.4M
Mediolanum International Funds Ltd 1.93% Add +36.3% 634,112 $149.0M
Intermede Investment Partners Ltd 3.95% New 638,188 $148.0M
Point72 Asset Management 0.41% Add +146.7% 636,648 $147.6M
Jericho Capital Asset Management L.P. 2.10% New 635,733 $147.4M
Cambridge Investment Research Advisors, Inc. 0.49% Reduce -5.0% 630,994 $146.3M
New York Life Investment Management LLC 1.42% Add +1.1% 626,950 $145.4M
Milestone Resources Group Ltd 4.80% Add +67.6% 626,384 $145.2M
Great Lakes Advisors, LLC 1.23% Reduce -15.6% 622,032 $144.2M
State of Alaska, Department of Revenue 1.61% Reduce -9.3% 621,535 $144.1M
ICONIQ Capital, LLC 2.22% Add +1.4% 614,557 $142.5M
FIL Ltd 0.13% Add +2.8% 608,739 $141.1M
Ancora Advisors LLC 3.15% Reduce -7.7% 608,626 $141.1M
Steward Partners Investment Advisory, LLC 1.25% Add +5.8% 608,038 $141.0M
O'shaughnessy Asset Management, LLC 1.19% Add +5.0% 605,017 $140.3M
Heritage Investors Management Corp. 4.48% Reduce -1.5% 598,990 $138.9M
Pacer Advisors, Inc. 0.31% Reduce -11.8% 593,324 $137.6M
Cwm, LLC 0.57% Add +13.0% 587,534 $136.2M
Vanguard Personalized Indexing Management, LLC 2.05% Add +7.9% 584,596 $135.5M
Donaldson Capital Management, LLC 5.16% Reduce -15.1% 582,753 $135.1M
Mutual of America Capital Management LLC 1.45% Reduce -1.8% 582,001 $134.9M
Abn Amro Investment Solutions 2.52% Add +14.3% 581,837 $134.9M
B. Metzler seel. Sohn & Co. AG 1.38% Add +23.7% 577,167 $134.3M
NorthCrest Asset Manangement, LLC 4.02% Add +2.1% 578,859 $134.2M
Capital International Ltd. 5.47% Reduce -5.4% 578,409 $134.1M
Kinetic Partners Management, LP 8.75% New 573,400 $132.9M
Arrowstreet Capital, Limited Partnership 0.11% Add +166.8% 572,906 $132.8M
Yousif Capital Management, LLC 1.47% Reduce -3.6% 572,690 $132.8M
Zacks Investment Management 1.23% Reduce -42.2% 571,678 $132.5M
Northwestern Mutual Wealth Management Co. 0.11% Reduce -0.5% 571,102 $132.4M
Intech Investment Management LLC 1.26% Add +62.0% 558,883 $129.6M
Williams Jones Wealth Management, LLC. 1.56% Reduce -0.8% 556,757 $129.1M
Profund Advisors LLC 4.71% Reduce -14.3% 556,491 $129.0M
Tidal Investments LLC 1.05% Add +43.0% 552,981 $128.2M
Adell Harriman & Carpenter Inc. 8.90% Reduce -2.1% 552,070 $128.0M
Sequoia Financial Advisors, LLC 1.23% Add +6.7% 549,969 $127.5M
Financial Counselors Inc. 1.86% Reduce -0.6% 548,664 $127.2M
Vaughan David Investments LLC 3.00% Reduce -4.4% 547,506 $126.9M
Pinnacle Associates Ltd. 1.69% Add +653.7% 538,389 $124.8M
Flputnam Investment Management Co. 2.24% Reduce -8.4% 529,664 $122.8M
Randolph Co Inc 13.71% Reduce -4.1% 529,177 $122.7M
Cornerstone Investment Partners, LLC 6.09% Reduce -21.8% 528,712 $122.6M
Platinum Investment Management Ltd. 7.18% Add +36.0% 527,301 $122.2M
J. Safra Sarasin Holding AG 2.07% Add +2.6% 526,021 $122.0M
Nomura Holdings Inc. 0.65% Add +27.2% 525,341 $121.8M
Cullen/Frost Bankers, Inc. 1.66% Reduce -1.8% 523,022 $121.3M
Glenview Trust Co 2.27% Add +0.5% 522,296 $121.1M
Shelton Capital Management 3.00% Reduce -25.0% 519,791 $120.5M
Banco Bilbao Vizcaya Argentaria, S.A. 1.26% Add +3.8% 515,388 $120.1M
Rokos Capital Management LLP 2.66% Reduce -56.9% 511,594 $118.7M
Erste Asset Management GmbH 1.45% Reduce -19.7% 491,642 $118.3M
Sit Investment Associates Inc. 2.68% Reduce -10.6% 509,836 $118.2M
UMB Bank, n.a. 1.87% Reduce -2.4% 509,190 $118.1M
Moody LYNN Lieberson & Walker, LLC 7.23% Reduce -2.5% 508,901 $118.0M
National Philanthropic Trust 1.70% Add +0.5% 507,399 $117.6M
Bristol Gate Capital Partners Inc. 5.72% Reduce -0.8% 507,003 $117.5M
Aristotle Atlantic Partners, LLC 3.63% Reduce -4.7% 497,755 $115.4M
GW&K Investment Management, LLC 0.98% Reduce -2.2% 496,564 $115.1M
Scotia Capital Inc. 0.61% Add +2.9% 495,701 $114.9M
CIBC Private Wealth Group LLC 0.21% Reduce -2.2% 496,628 $113.9M
CENTRAL TRUST Co 2.75% Reduce -13.2% 484,387 $112.3M
Baron Capital (BAMCO) 0.29% Reduce -4.1% 484,330 $112.3M
&partners 1.34% Add +73.2% 481,482 $112.1M
Ofi Invest Asset Management 2.65% — 500,782 $112.1M
Prudential PLC 0.57% Reduce -3.2% 482,353 $111.8M
Louisiana State Employees Retirement System 2.10% Reduce -21.9% 480,500 $111.4M
AE Wealth Management LLC 0.94% Add +11.3% 480,285 $111.3M
Logan Capital Management Inc. 4.64% Reduce -11.3% 477,323 $110.7M
MML Investors Services, LLC 0.38% Add +5.3% 477,086 $110.6M
Wealthfront Advisers LLC 0.32% Add +5.6% 476,609 $110.5M
Pathstone Holdings, LLC 0.48% Add +1.0% 470,660 $109.1M
Quantinno Capital Management LP 1.07% Add +27.4% 467,295 $108.3M
ABN AMRO Bank N.V. 1.46% Add +44.1% 471,423 $108.2M
Lido Advisors, LLC 0.68% Add +8.7% 462,009 $107.1M
Aware Super Pty Ltd as trustee of Aware Super 1.69% — 456,235 $105.8M
Munro Partners 3.65% Add +18.7% 453,235 $105.1M
Atreides Management 3.29% New 452,645 $104.9M
ZWJ Investment Counsel Inc. 4.32% Reduce -4.3% 451,542 $104.7M
NEOS Investment Management LLC 2.46% Add +5.0% 450,766 $104.5M
Artemis Investment Management LLP 1.48% Reduce -20.1% 446,698 $103.6M
Mizuho Securities USA LLC 1.87% Add +46.6% 442,665 $102.6M
United Services Automobile Association 3.32% Add +0.7% 439,663 $101.9M
Marco Investment Management LLC 8.73% Reduce -3.0% 436,444 $101.2M
SVB Wealth LLC 1.89% New 435,478 $101.0M
Woodley Farra Manion Portfolio Management Inc. 5.02% Reduce -0.6% 434,830 $100.8M
Federation des caisses Desjardins du Quebec 0.51% Add +42.1% 429,842 $99.6M
ExodusPoint Capital Management, LP 1.03% New 429,620 $99.6M
NewEdge Wealth, LLC 1.72% Add +6.3% 428,637 $99.4M
Modera Wealth Management, LLC 1.20% Reduce -2.8% 428,153 $99.3M
Bridges Investment Management Inc. 1.39% Reduce -1.4% 427,416 $99.1M
MUFG Securities EMEA plc 1.84% Add +26.4% 425,000 $98.5M
Stephens Inc. 1.36% Add +3.0% 417,754 $96.9M
Analog Century Management LP 6.47% Reduce -4.8% 417,426 $96.8M
WASHINGTON TRUST Co 3.45% Reduce -4.5% 415,111 $96.2M
AustralianSuper Pty Ltd 0.45% Add +420.1% 414,964 $96.2M
Ieq Capital, LLC 0.93% Add +7.8% 413,722 $95.9M
E. Ohman J:or Asset Management AB 2.23% Add +128.3% 412,371 $95.6M
BNP Paribas 1.32% Add +1.7% 406,604 $94.9M
Elo Mutual Pension Insurance Co 2.00% Reduce -3.6% 404,917 $93.9M
Oregon Public Employees Retirement Fund 1.71% Add +0.5% 400,430 $92.8M
Dorsal Capital Management, LP 2.79% Reduce -46.7% 400,000 $92.7M
Perpetual Ltd 1.09% Reduce -24.5% 399,369 $92.6M
Harvest Fund Management Co., Ltd 4.28% Reduce -0.7% 398,022 $92.4M
Groupe la Francaise 2.27% — 403,462 $91.8M
Wesbanco Bank Inc. 3.12% Reduce -5.3% 393,628 $91.3M
DJE Kapital AG 2.12% — 389,838 $90.5M
Tiaa Trust, National Association 0.27% Reduce -12.4% 390,410 $90.5M
Cincinnati Specialty Underwriters Insurance CO 24.83% No change 389,500 $90.3M
Tower Research Capital LLC (TRC) 1.79% Add +95.0% 389,011 $90.2M
Argent Capital Management LLC 2.52% Reduce -1.9% 385,319 $89.3M
Signature Estate & Investment Advisors LLC 2.22% Add +2.4% 382,678 $88.7M
Harvard Management Co. Inc. 5.14% Reduce -27.9% 374,700 $86.9M
Achmea Investment Management B.V. 1.42% Add +15.6% 373,421 $86.6M
Independent Financial Group, LLC 2.86% Reduce -2.5% 371,785 $86.2M
Acadian Asset Management LLC 0.25% Add +39.2% 371,775 $86.2M
Vident Advisory, LLC 1.51% Reduce -0.1% 370,652 $85.9M
Zevenbergen Capital Investments LLC 1.75% No change 370,450 $85.9M
First American Bank 6.00% Reduce -2.4% 367,657 $85.2M
Investment Management Corp of Ontario 2.81% Add +121.9% 367,450 $85.2M
TD Waterhouse Canada Inc. 0.69% Add +16.0% 367,221 $85.1M
Jacobs Levy Equity Management, Inc. 0.30% Add +198.5% 365,692 $84.8M
Oaktop Capital Management Ii, L.P. 10.50% No change 362,760 $84.1M
CHURCHILL MANAGEMENT Corp 0.91% Reduce -2.0% 360,336 $83.5M
First Pacific Advisors, LP 1.20% Reduce -44.2% 358,276 $83.1M
Fiduciary Trust Co 1.08% Reduce -1.6% 352,427 $81.7M
Covea Finance 3.67% Reduce -7.8% 351,100 $81.4M
Kestra Advisory Services, LLC 0.44% Add +27.0% 346,591 $80.4M
Avalon Trust Co 5.71% Reduce -0.2% 346,406 $80.3M
Squarepoint Ops LLC 0.21% Add +176.2% 346,182 $80.3M
Illinois Municipal Retirement Fund 1.13% Add +0.7% 344,760 $79.9M
Gulf International Bank (UK) Ltd 2.02% Reduce -1.1% 344,574 $79.9M
Chesley Taft & Associates LLC 3.69% Reduce -1.8% 342,580 $79.4M
Cincinnati Insurance Co. 1.40% Reduce -59.5% 342,500 $79.4M
Empower Advisory Group, LLC 0.27% Add +40.3% 341,753 $79.2M
LVM Capital Management Ltd. 8.43% Add +763.6% 337,954 $78.4M
Quantitative Investment Management, LLC 5.84% Add +1861.0% 336,343 $78.0M
Private Advisor Group, LLC 0.44% Add +0.7% 334,090 $77.5M
Crossmark Global Holdings, Inc. 1.42% Reduce -27.3% 331,872 $76.9M
Allworth Financial LP 0.42% Add +0.8% 318,098 $76.6M
Aptus Capital Advisors, LLC 0.91% Reduce -3.3% 330,054 $76.5M
Oppenheimer & Co. Inc. 1.13% Reduce -0.2% 326,050 $75.6M
Campbell Newman Asset Management Inc. 6.06% Reduce -12.8% 324,208 $75.2M
Eagle Ridge Investment Management 6.55% Reduce -2.5% 324,015 $75.1M
Kentucky Retirement Systems 2.19% Reduce -1.4% 319,878 $74.2M
Schonfeld Strategic Advisors LLC 0.47% Add +366.3% 319,468 $74.1M
Ethic Inc. 1.49% Add +1138.6% 319,030 $74.0M
F/m Investments LLC 2.69% Add +3.7% 315,109 $73.1M
Mane Global Capital Management LP 3.31% Add +316.2% 312,157 $72.4M
Meitav Investment House Ltd. 1.22% Reduce -1.8% 311,317 $72.2M
Mizuho Markets Americas LLC 1.38% New 310,655 $72.0M
Twinbeech Capital LP 1.22% New 308,461 $71.5M
Union Bancaire Privee, UBP SA 1.28% — 313,087 $71.3M
Zweig-DiMenna Associates LLC 5.98% Add +3.2% 305,381 $70.8M
Vestor Capital, LLC 5.39% Reduce -23.5% 304,530 $70.6M
Glenmede Trust Co. NA 0.36% Reduce -1.8% 304,340 $70.6M
Busey Bank 2.31% Add +1.7% 302,982 $70.2M
Beacon Pointe Advisors, LLC 0.78% Reduce -1.1% 302,512 $70.1M
Verity & Verity, LLC 6.38% Add +5.4% 301,334 $69.9M
Fisher Funds Management LTD 1.68% — 297,860 $69.5M
Whittier Trust Co. of Nevada Inc. 1.69% Add +4.9% 297,571 $69.0M
Bokf, NA 1.16% Reduce -0.0% 307,216 $68.9M
Tree Line Advisors (Hong Kong) Ltd. 12.86% No change 295,000 $68.4M
Northwest & Ethical Investments L.P. 1.86% Reduce -14.2% 294,916 $68.4M
Stock Yards Bank & Trust Co. 2.32% Reduce -1.1% 291,612 $67.6M
RNC Capital Management LLC 3.59% Add +624.8% 289,970 $67.2M
Banque Pictet & Cie SA 0.65% Reduce -25.5% 288,736 $66.9M
Hartford Investment Management Co. 2.19% Reduce -1.5% 288,625 $66.9M
Stillwater Capital Advisors, LLC 8.27% Reduce -1.0% 288,448 $66.9M
Cresset Asset Management, LLC 0.32% Reduce -45.0% 286,851 $66.5M
Envestnet Portfolio Solutions, Inc. 0.22% Add +4.7% 285,460 $66.2M
Yarbrough Capital, LLC 2.54% Reduce -0.0% 285,162 $66.1M
FineMark National Bank & Trust 2.30% Reduce -2.1% 284,208 $65.9M
Adams Diversified Equity Fund, Inc. 2.49% Reduce -3.1% 284,200 $65.9M
Oppenheimer Asset Management Inc. 0.80% Reduce -10.7% 283,118 $65.6M
Banco Santander, S.A. 0.79% Add +8.3% 282,623 $65.5M
Benjamin Edwards Inc. 0.94% Add +3.4% 282,475 $65.5M
Daiichi Life Insurance Co., Ltd. 1.80% Reduce -4.0% 280,382 $65.0M
Polar Asset Management Partners Inc. 1.26% Add +344.4% 280,000 $64.9M
Atria Investments, Inc 0.79% Reduce -7.7% 274,304 $63.6M
UNICOM Systems, Inc. 15.43% — 274,000 $63.5M
Steadfast Capital Management LP 1.34% New 272,700 $63.2M
Prime Capital Investment Advisors, LLC 0.91% Reduce -0.7% 270,201 $62.6M
Global X Japan Co., Ltd. 7.79% Reduce -3.3% 268,854 $62.3M
Jupiter Asset Management Ltd. 0.61% Add +31.0% 268,567 $62.3M
Meritage Portfolio Management 3.85% Reduce -2.2% 267,358 $62.0M
BLI - Banque de Luxembourg Investments 1.68% — 262,890 $61.9M
Silvant Capital Management LLC 2.55% Add +957.4% 265,189 $61.5M
Moran Wealth Management, LLC 1.96% Reduce -2.5% 264,985 $61.4M
Prospera Financial Services Inc 1.43% Add +16.9% 264,412 $61.3M
Mar Vista Investment Partners LLC 4.18% Add +18.0% 263,005 $61.0M
Castleark Management LLC 2.11% New 260,820 $60.5M
Andra AP-fonden 0.97% Add +0.9% 260,600 $60.4M
Metis Global Partners, LLC 1.82% Add +0.2% 260,238 $60.3M
Howard Capital Management, LLC 0.93% Add +9.9% 259,062 $60.1M
Rwa Wealth Partners, LLC 0.74% Add +3.8% 258,124 $59.8M
First Horizon Advisors, Inc. 1.67% Add +3.3% 257,685 $59.7M
Avantax Advisory Services, Inc. 0.37% Add +6.3% 256,049 $59.4M
Advisory Services Network, LLC 1.10% Add +923.9% 253,557 $58.8M
Community Trust & Investment Co. 3.63% Add +0.1% 253,195 $58.7M
Advisors Asset Management, Inc. 1.08% Reduce -19.4% 253,015 $58.7M
Main Street Research LLC 3.65% Add +2.3% 252,424 $58.5M
Woodline Partners LP 0.39% Reduce -2.2% 251,232 $58.2M
Securian Asset Management, Inc. 1.69% Reduce -2.5% 251,024 $58.2M
Barrow Hanley Mewhinney & Strauss LLC 0.20% Reduce -90.8% 250,810 $58.1M
Ami Asset Management Corp. 3.09% Reduce -2.0% 250,059 $58.0M
Guardian Capital LP 2.15% Reduce -5.0% 248,939 $57.7M
Todd Asset Management LLC 1.38% Reduce -15.3% 248,068 $57.5M
Sumitomo Mitsui Financial Group, Inc. 0.77% Reduce -1.1% 247,592 $57.4M
Cadence Bank 3.87% Reduce -3.9% 246,171 $57.1M
Maryland State Retirement & Pension System 1.23% Reduce -6.1% 245,767 $57.0M
Braun Stacey Associates Inc. 2.12% Reduce -3.7% 245,404 $56.9M
Dakota Wealth Management 1.31% Reduce -6.1% 245,353 $56.9M
Summit Securities Group LLC 21.20% Add +5870.7% 244,800 $56.8M
Empowered Funds, LLC 0.83% Add +31.3% 243,801 $56.5M
Highland Capital Management, LLC 3.23% Reduce -4.7% 243,767 $56.5M
Farmers & Merchants Investments Inc. 1.77% Add +2.9% 243,632 $56.5M
United Capital Financial Advisors, LLC 0.48% Reduce -7.4% 243,434 $56.4M
Nemes Rush Group LLC 6.94% Add +859.7% 242,261 $56.2M
Brown Advisory Inc. 0.07% Reduce -0.7% 241,104 $55.9M
Mesirow Financial Investment Management, Inc. 1.10% Reduce -1.8% 239,058 $55.4M
Hancock Whitney Corp. 1.75% Reduce -13.8% 238,254 $55.2M
TCV Trust & Wealth Management, Inc. 5.10% Reduce -2.8% 238,120 $55.2M
Dana Investment Advisors, Inc. 1.82% Reduce -3.4% 237,537 $55.1M
SouthState Bank Corp 3.57% Reduce -2.6% 234,824 $54.4M
Van Lanschot Kempen Investment Management N.V. 0.54% Add +20.4% 234,090 $54.3M
Allen Investment Management, LLC 0.63% Add +53.9% 233,467 $54.1M
Norinchukin Bank, The 1.14% Add +1.4% 232,163 $53.8M
Jain Global LLC 1.61% — 231,375 $53.6M
Renaissance Group LLC 2.22% Reduce -11.1% 230,693 $53.5M
Hosking Partners LLP 2.09% Reduce -33.4% 230,402 $53.4M
Valley Wealth Managers, Inc. 3.99% Reduce -8.8% 230,360 $53.4M
Generali Asset Management SPA SGR 1.36% — 229,845 $53.3M
Samlyn Capital, LLC 0.84% New 227,076 $52.6M
GMO 0.17% Add +5.7% 227,074 $52.6M
Vinva Investment Management Ltd 2.00% Add +8.4% 222,742 $52.5M
Synovus Financial Corp. 0.66% Add +0.7% 225,195 $52.2M
Blue Chip Partners, LLC 4.47% Reduce -2.3% 224,435 $52.0M
Hamilton Capital Partners Inc. 3.88% Add +16.9% 224,256 $52.0M
Livforsakringsbolaget Skandia, Omsesidigt 2.73% Add +1.1% 222,363 $51.5M
Bank Pictet & Cie (Europe) AG 1.13% Add +16.4% 221,199 $51.3M
New Mexico Educational Retirement Board 1.72% Add +3.9% 221,160 $51.3M
Verition Fund Management LLC 0.27% Reduce -70.0% 220,477 $51.1M
Pacific Heights Asset Management LLC 3.50% No change 220,000 $51.0M
Aureus Asset Management, LLC 3.28% Reduce -1.4% 218,799 $50.7M
AIA Group Ltd 1.22% Add +2.3% 218,003 $50.5M
Twin Tree Management, LP 1.21% Add +150.0% 216,846 $50.3M
Gotham Asset Management 0.47% Add +2.4% 215,258 $49.9M
Kestra Private Wealth Services, LLC 0.85% Add +0.3% 215,009 $49.8M
Motley Fool Asset Management LLC 2.60% Add +14.4% 215,006 $49.8M
Oddo BHF Asset Management Sas 2.52% Add +4.8% 214,495 $49.7M
Liontrust Investment Partners LLP 0.72% Add +610.4% 213,121 $49.4M
Addenda Capital Inc. 1.73% Reduce -16.7% 211,380 $49.0M
Orion Porfolio Solutions, LLC 0.49% Add +7.6% 210,857 $48.9M
Orion Portfolio Solutions, LLC 0.49% Add +7.6% 210,857 $48.9M
First National Trust Co 1.83% Reduce -4.7% 210,670 $48.8M
E Fund Management Co., Ltd. 2.45% Add +33.5% 210,115 $48.7M
Apollon Wealth Management, LLC 1.12% Add +2.9% 210,026 $48.7M
Crescent Park Management, L.P. 19.95% Reduce -17.5% 209,073 $48.5M
Townsquare Capital LLC 0.55% Add +43.3% 208,553 $48.4M
Nicholas Hoffman & Company, LLC. 1.93% Add +0.0% 207,686 $48.1M
Obermeyer Wealth Partners 2.50% Reduce -2.8% 207,413 $48.1M
Independent Advisor Alliance 0.64% Add +10.6% 207,410 $48.1M
Azimuth Capital Investment Management LLC 1.85% Reduce -20.0% 205,795 $47.7M
Cannell & Spears LLC 0.98% Add +36.0% 205,541 $47.7M
Segment Wealth Management, LLC 3.21% Reduce -2.4% 203,343 $47.1M
Carnegie Investment Counsel 1.35% Add +8.1% 202,486 $46.9M
Phoenix Financial Ltd. 0.64% Reduce -3.7% 201,808 $46.8M
Fullerton Fund Management Co Ltd. 1.63% Add +45.7% 201,574 $46.7M
Ameritas Investment Partners, Inc. 1.52% Reduce -17.9% 201,342 $46.7M
Howe & Rusling Inc. 4.01% Reduce -2.8% 200,554 $46.5M
Slow Capital, Inc. 6.56% Reduce -2.6% 199,870 $46.3M
First Merchants Corp. 1.77% Reduce -2.5% 198,339 $46.0M
Valiant Capital Management, L.P. 6.14% No change 197,940 $45.9M
Harvest Portfolios Group Inc. 1.53% Reduce -27.0% 197,389 $45.8M
Stratos Wealth Partners, LTD. 0.65% Reduce -2.4% 196,986 $45.7M
Freestone Grove Partners LP 0.55% — 194,303 $45.0M
Oak Ridge Investments LLC 3.53% Add +5.9% 194,123 $45.0M
Sterling Capital Management LLC 0.62% Add +7.1% 193,888 $45.0M
Tokio Marine Asset Management Co. Ltd. 1.58% Add +56.8% 191,570 $44.4M
Gabelli Funds LLC 0.34% Add +324.6% 191,283 $44.3M
Capital Advisors Inc. 0.88% Reduce -0.1% 190,433 $44.2M
General American Investors Co. Inc. 3.14% No change 190,000 $44.0M
Osterweis Capital Management Inc. 2.68% Add +0.2% 189,226 $43.9M
MassMutual Private Wealth & Trust, FSB 1.23% Add +8.1% 188,698 $43.7M
Burney Co./ 1.54% Reduce -3.9% 188,359 $43.7M
Boston Common Asset Management, LLC 1.26% Add +9.4% 186,248 $43.2M
Arcadia Investment Management Corp. 6.90% Reduce -0.9% 186,157 $43.2M
Strategic Wealth Investment Group, LLC 2.38% Add +53.2% 165,396 $43.1M
Penobscot Investment Management Company, Inc. 3.91% New 185,780 $43.1M
Kirr Marbach & Co. LLC 9.26% Add +0.1% 184,630 $42.8M
Americana Partners, LLC 1.73% Add +439.9% 182,617 $42.3M
Diversified Trust Co. 1.03% Add +5.5% 182,266 $42.3M
Transform Wealth, LLC 2.34% Add +5.5% 181,972 $42.2M
Axxcess Wealth Management, LLC 1.04% Reduce -1.6% 181,944 $42.2M
Jackson Wealth Management, LLC 4.76% Reduce -0.5% 181,214 $42.0M
Picton Mahoney Asset Management 1.60% Add +18.0% 181,187 $42.0M
Allianz SE 1.09% Add +1.6% 178,089 $41.9M
Crestwood Advisors Group, LLC 0.78% Add +8.8% 180,542 $41.9M
OVERSEA-CHINESE BANKING Corp Ltd 1.19% Reduce -25.3% 179,442 $41.6M
Ledyard National Bank 3.88% Reduce -5.7% 177,990 $41.3M
Oak Associates Ltd. 2.84% No change 177,840 $41.2M
Beese Fulmer Investment Management, Inc. 3.49% Reduce -1.6% 176,637 $41.0M
Godsey & Gibb, Inc. 4.06% Reduce -2.8% 175,577 $40.7M
Edgemoor Investment Advisors, Inc. 3.61% Reduce -2.7% 175,441 $40.7M
O'Neil Global Advisors, Inc. 11.78% Add +403.5% 173,947 $40.3M
Edmond DE Rothschild Holding S.A. 0.69% Reduce -0.8% 173,557 $40.2M
Lockheed Martin Investment Management Co. 1.60% Add +53.3% 173,340 $40.2M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.27% Add +65.5% 170,275 $40.1M
ARS Wealth Advisors Group, LLC 5.47% Reduce -3.7% 171,650 $39.8M
Shell Asset Management Co. 1.73% Add +7.0% 170,898 $39.6M
Janney Capital Management LLC 2.61% Reduce -5.5% 170,322 $39.5M
Ibex Wealth Advisors 4.65% New 170,177 $39.5M
Alerus Financial NA 3.01% Reduce -4.0% 169,676 $39.3M
Snowden Capital Advisors LLC 1.23% Reduce -10.3% 169,477 $39.3M
Cypress Funds LLC 5.27% Reduce -35.4% 169,111 $39.2M
Gradient Investments LLC 0.79% Add +5.6% 168,911 $39.2M
ARS Investment Partners, LLC 3.52% Reduce -10.6% 168,703 $39.1M
Cornerstone Advisors, LLC 1.55% Reduce -4.6% 168,100 $39.0M
Carmel Capital Management L.L.C. 14.68% Reduce -3.2% 167,575 $38.9M
Cumberland Partners Ltd 2.69% Add +67.2% 166,430 $38.6M
Calamos Wealth Management LLC 1.94% Add +9.3% 164,864 $38.2M
PGGM Investments 0.51% Add +53.0% 164,819 $38.2M
First Citizens Bank & Trust Co. 0.70% Add +1.3% 164,651 $38.2M
Linscomb Wealth, Inc. 1.89% Reduce -1.7% 163,694 $38.0M
Appleton Partners Inc. 2.78% Reduce -6.0% 162,323 $37.6M
Smith Group Asset Management, LLC 2.75% Add +0.3% 161,187 $37.4M
SteelPeak Wealth, LLC 1.55% Reduce -14.0% 160,676 $37.3M
Franklin Street Advisors Inc. 2.47% Add +0.6% 160,264 $37.2M
Novare Capital Management LLC 3.13% Add +0.3% 160,000 $37.1M
Copeland Capital Management, LLC 0.69% Reduce -21.0% 159,678 $37.0M
Atlantic Union Bankshares Corp 2.15% Reduce -1.0% 159,066 $36.9M
Kayne Anderson Rudnick Investment Management LLC 0.08% Reduce -0.2% 158,789 $36.8M
TruWealth Advisors, LLC 2.20% Reduce -9.7% 157,447 $36.5M
LMR Partners LLP 0.83% Reduce -64.9% 157,602 $36.5M
Stonegate Investment Group, LLC 0.97% Reduce -1.2% 157,469 $36.5M
Generate Investment Management Ltd 2.55% Reduce -17.0% 157,435 $36.5M
ADAPT Investment Managers SA 16.69% — 148,970 $36.0M
Crawford Investment Counsel Inc. 0.65% Add +1.0% 154,845 $35.9M
World Investment Advisors 0.98% Add +16.8% 153,623 $35.6M
Catalyst Funds Management Pty Ltd 8.78% Add +273650.0% 153,300 $35.5M
Sienna Gestion 2.40% No change 153,255 $35.5M
UNIVEST FINANCIAL Corp 2.24% Add +5.3% 153,101 $35.5M
FourThought Financial Partners, LLC 3.68% Reduce -0.1% 152,944 $35.5M
Motco 3.64% Reduce -4.8% 152,886 $35.4M
Migdal Insurance & Financial Holdings Ltd. 0.51% Add +500.8% 152,414 $35.3M
Tocqueville Asset Management L.P. 0.55% Add +2.4% 152,366 $35.3M
Atria Wealth Solutions, Inc. 0.39% Reduce -11.1% 152,217 $35.3M
Philadelphia Trust Co. 2.57% Reduce -12.3% 151,404 $35.1M
Bradley Foster & Sargent Inc. 0.59% Reduce -10.1% 151,198 $35.1M
Middleton & Co. Inc. 3.87% Reduce -0.5% 151,061 $35.0M
Perigon Wealth Management, LLC 0.86% Add +45.4% 152,491 $35.0M
Edge Capital Group, LLC 1.56% Reduce -1.2% 150,629 $34.9M
Jump Financial, LLC 0.76% Add +284.9% 150,506 $34.9M
Park Avenue Securities LLC 0.36% Add +15.0% 150,308 $34.8M
Sawgrass Asset Management LLC 3.79% Reduce -17.6% 148,981 $34.5M
Northwestern Mutual Investment Management Company, LLC 0.76% Add +0.5% 148,296 $34.4M
Eagle Rock Investment Company, LLC 5.69% Reduce -11.4% 147,604 $34.2M
Covington Investment Advisors Inc. 5.11% Reduce -0.4% 146,897 $34.1M
Bragg Financial Advisors, Inc 1.38% Reduce -5.0% 146,821 $34.0M
China Universal Asset Management Co., Ltd. 3.16% Reduce -3.8% 145,594 $33.8M
Palisade Capital Management, LP 1.02% Reduce -7.3% 145,151 $33.7M
Sumitomo Life Insurance Co. 0.63% Add +30.1% 144,851 $33.6M
Concurrent Investment Advisors, LLC 0.91% Add +24.0% 144,304 $33.5M
Princeton Global Asset Management LLC 6.26% Reduce -10.5% 144,287 $33.5M
Moore Capital Management, LP 0.67% Reduce -23.1% 144,090 $33.4M
APG Asset Management US Inc. 0.25% Add +0.8% 143,835 $33.3M
Bleakley Financial Group, LLC 1.00% Add +2.5% 143,438 $33.3M
Tower Bridge Advisors 3.58% Reduce -1.3% 142,803 $33.1M
Bridgeway Capital Management, LLC 0.74% Reduce -17.4% 142,766 $33.1M
Rheos Capital Works Inc. 1.82% Add +97.2% 142,000 $32.9M
Freestone Capital Holdings, LLC 1.14% Reduce -1.1% 141,952 $32.9M
Welch & Forbes LLC 0.42% Add +24.6% 141,473 $32.8M
Empirical Finance, LLC 1.90% Reduce -1.0% 141,340 $32.8M
HB Wealth Management, LLC 0.34% Add +14.5% 141,235 $32.8M
Moors & Cabot, Inc. 1.56% Reduce -7.9% 141,152 $32.7M
Choreo, LLC 0.47% Reduce -5.9% 139,168 $32.7M
Johnson Investment Counsel Inc. 0.32% Add +2.4% 140,100 $32.5M
Traynor Capital Management, Inc. 2.52% Add +5.2% 140,084 $32.5M
Cardinal Capital Management, Inc. 1.10% Reduce -3.0% 139,335 $32.3M
Peapack Gladstone Financial Corp. 0.47% Reduce -2.3% 138,706 $32.2M
Meiji Yasuda Asset Management Co Ltd. 1.22% Reduce -33.6% 138,319 $32.1M
CCM Investment Advisers LLC 3.54% Reduce -6.2% 137,905 $32.0M
Pallas Capital Advisors LLC 1.36% Reduce -1.8% 137,339 $31.8M
Arnhold LLC 3.13% Reduce -21.5% 136,939 $31.7M
Performance Wealth Partners, LLC 1.02% Reduce -3.3% 136,929 $31.7M
Cyndeo Wealth Partners, LLC 2.14% Reduce -0.6% 136,802 $31.7M
Venturi Wealth Management, LLC 1.56% Add +12.6% 136,658 $31.7M
Richard C. Young & CO., LTD. 3.45% Add +0.1% 136,493 $31.6M
Integrated Wealth Concepts LLC 0.37% Add +15.7% 136,136 $31.6M
Davidson Investment Advisors 1.53% Add +37.1% 136,086 $31.6M
Meridiem Capital Partners LP 2.96% — 135,888 $31.5M
Daymark Wealth Partners, LLC 1.33% Reduce -8.3% 135,385 $31.4M
River Global Investors LLP 5.99% Add +5.6% 133,066 $30.8M
Tudor Investment Corporation 0.33% Add +268.9% 132,508 $30.7M
Jefferies Financial Group Inc. 0.35% Add +1270.0% 132,015 $30.6M
Woodmont Investment Counsel LLC 2.26% Reduce -3.3% 131,885 $30.6M
Allstate Corp. 0.90% Add +3333.3% 131,667 $30.5M
M & L Capital Management Ltd 7.45% — 131,500 $30.5M
Naples Global Advisors, LLC 2.85% Reduce -3.1% 131,444 $30.5M
Argent Trust Co 1.22% Reduce -0.8% 129,409 $30.0M
Vestcor Inc 0.99% Reduce -29.7% 129,068 $29.9M
Compass Wealth Management LLC 7.15% Reduce -1.4% 128,132 $29.7M
CW Advisors, LLC 0.41% Add +5.2% 127,414 $29.5M
Strategy Asset Managers LLC 5.72% Reduce -4.5% 127,286 $29.5M
Albion Financial Group 2.02% Reduce -3.2% 127,088 $29.5M
Triglav Investments, D.O.O. 2.31% — 126,662 $29.4M
Level Four Advisory Services, LLC 1.20% Add +5.4% 126,332 $29.3M
GAM Holding AG 2.18% Add +74.8% 125,850 $29.2M
GLOBALT Investments LLC / GA 1.11% Reduce -0.8% 125,393 $29.1M
Longbow Finance SA 3.18% Add +32.3% 125,374 $29.1M
Capital Group Investment Management Pte. LTD. 5.52% Reduce -5.4% 125,358 $29.1M
Mirae Asset Securities (usa) Inc. 1.36% Reduce -0.4% 125,353 $29.1M
Sava Infond d.o.o. 5.04% — 123,060 $28.5M
Viking Fund Management LLC 4.44% Reduce -24.1% 123,000 $28.5M
Washington Trust Bank 2.74% Add +0.2% 122,996 $28.5M
Sonora Investment Management Group, LLC 2.21% Add +0.6% 122,697 $28.4M
BDF-Gestion 2.92% Reduce -11.5% 122,572 $28.4M
Ashton Thomas Private Wealth, LLC 1.11% Add +10.7% 122,544 $28.4M
Praxis Investment Management Inc. 1.84% Add +1.6% 122,410 $28.4M
Caprock Group, LLC 0.92% Add +3.6% 121,935 $28.3M
Dnca Finance 2.25% Add +3.4% 121,905 $28.3M
DigitalBridge Group, Inc. 2.06% Reduce -25.8% 121,892 $28.3M
Nixon Peabody Trust Co. 2.32% Reduce -2.4% 121,437 $28.2M
Quadrature Capital Ltd 0.56% New 121,246 $28.1M
North Star Asset Management Inc. 1.24% Reduce -1.7% 120,966 $28.0M
Invictus Private Wealth, LLC 2.10% Add +3925.3% 119,389 $27.7M
Shorepoint Capital Partners LLC 6.27% Reduce -5.6% 118,372 $27.4M
Lombard Odier Asset Management (Switzerland) SA 2.04% Add +8.1% 118,160 $27.4M
Aviance Capital Partners, LLC 3.77% Reduce -0.5% 117,543 $27.3M
Renaissance Investment Group LLC 5.74% Reduce -3.0% 117,301 $27.2M
Caisse Des Depots Et Consignations 1.33% — 116,589 $27.0M
CloudAlpha Capital Management Limited/Hong Kong 5.61% Add +118.7% 116,319 $27.0M
B. Riley Wealth Advisors, Inc. 0.88% Reduce -16.3% 116,117 $26.9M
BTC Capital Management, Inc. 2.49% Reduce -18.3% 116,106 $26.9M
Citizens Financial Group Inc. 0.52% Add +22.3% 115,961 $26.9M
South Dakota Investment Council 0.53% No change 113,870 $26.4M
Forbes J M & Co. LLP 2.54% Add +0.1% 113,659 $26.4M
DRW Securities, LLC 1.78% Add +5.0% 113,539 $26.3M
Greenleaf Trust 0.24% Add +5.4% 113,296 $26.3M
JB Capital LLC 1.47% Reduce -1.3% 113,061 $26.2M
Deltec Asset Management LLC 5.19% Reduce -4.7% 113,039 $26.2M
Nilsine Partners, LLC 2.80% Add +0.1% 112,974 $26.2M
Cozad Asset Management Inc. 2.44% Reduce -4.8% 112,800 $26.2M
Elk River Wealth Management LLC 4.72% Reduce -0.3% 112,455 $26.1M
Schmidt P J Investment Management Inc. 4.51% Reduce -3.7% 112,044 $26.0M
Kingsview Wealth Management, LLC 0.50% Add +14.2% 111,802 $25.9M
Thoroughbred Financial Services, LLC 1.58% Reduce -1.8% 111,693 $25.9M
Merit Financial Group, LLC 0.46% Add +79.3% 111,238 $25.8M
W.G. Shaheen & Associates DBA Whitney & Co 2.68% Add +0.6% 110,157 $25.5M
Duncker Streett & Co. Inc. 4.72% Reduce -4.4% 109,613 $25.4M
Westpac Banking Corp. 1.68% Reduce -5.2% 109,427 $25.4M
Nicola Wealth Management LTD. 2.39% No change 109,000 $25.3M
Plato Investment Management Ltd 1.85% Reduce -2.0% 108,435 $25.2M
Consolidated Investment Group LLC 3.53% Reduce -4.1% 108,740 $25.2M
Laffer Tengler Investments, Inc. 6.09% Add +3.6% 108,660 $25.2M
Dynamic Advisor Solutions LLC 1.09% Reduce -10.9% 108,527 $25.2M
Glass Wealth Management Co LLC 13.66% Reduce -1.9% 108,397 $25.1M
Lake Street Advisors Group, LLC 1.16% Add +57.8% 108,354 $25.1M
Horizon Investments, LLC 0.72% Add +42.7% 108,314 $25.1M
Clear Street Derivatives LLC 0.33% Add +342.2% 107,900 $25.0M
Buckingham Capital Management, Inc. 2.87% Reduce -6.8% 107,798 $25.0M
Mission Wealth Management, LP 0.59% Add +19.6% 107,669 $25.0M
Beacon Investment Advisory Services, Inc. 1.08% Add +0.9% 107,502 $24.9M
Impax Asset Management Group plc 0.11% Reduce -10.1% 107,424 $24.9M
Walleye Capital LLC 0.26% Reduce -11.2% 107,074 $24.8M
DSG Capital Advisors, LLC 4.49% — 106,820 $24.8M
CreativeOne Wealth, LLC 0.76% Reduce -1.9% 106,280 $24.6M
LGT Fund Management Co Ltd. 2.16% Add +82.8% 106,127 $24.6M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.96% New 105,931 $24.6M
New Age Alpha Advisors, LLC 0.99% Add +163.3% 105,509 $24.5M
American National Bank & Trust 2.72% Reduce -0.2% 105,182 $24.4M
Twin Capital Management Inc. 2.67% Add +2.0% 105,021 $24.3M
Alberta Investment Management Corp 0.17% Reduce -1.5% 104,778 $24.3M
Integrated Advisors Network LLC 1.15% Add +10.9% 103,419 $24.0M
Hilltop Holdings Inc. 1.51% Add +1.0% 103,007 $23.9M
Hantz Financial Services, Inc. 0.42% Reduce -32.2% 102,826 $23.8M
Romano Brothers and Company 3.01% Reduce -0.8% 102,805 $23.8M
GTS Securities LLC 1.16% Reduce -60.3% 102,796 $23.8M
Cantor Fitzgerald Investment Advisors L.P. 1.64% Reduce -6.2% 102,220 $23.7M
Western Wealth Management, LLC 1.27% Add +5.7% 102,152 $23.7M
Hedeker Wealth, LLC 5.88% Reduce -1.4% 101,886 $23.6M
Jackson Square Capital, LLC 5.66% Reduce -0.8% 101,269 $23.5M
Trivest Advisors Ltd 1.06% New 100,500 $23.3M
Mgo One Seven LLC 0.90% Add +23.1% 100,488 $23.3M
Capital Investment Counsel, LLC 3.89% Reduce -3.1% 101,360 $23.3M
Hudson Bay Capital Management LP 0.17% Reduce -92.2% 100,272 $23.2M
Symmetry Investments LP 1.39% New 100,265 $23.2M
Intact Investment Management Inc. 0.81% Add +259.9% 100,100 $23.2M
Elequin Capital, LP 3.59% New 100,000 $23.2M
Bellwether Advisors, LLC 4.13% Add +11.0% 99,736 $23.1M
Alpine Woods Capital Investors, LLC 4.37% Reduce -4.6% 99,360 $23.0M
Clearstead Advisors, LLC 0.35% Add +0.9% 98,980 $22.9M
Legacy Private Trust Co. 1.50% Reduce -1.6% 98,687 $22.9M
WESPAC Advisors SoCal, LLC 5.16% Reduce -9.1% 98,311 $22.8M
OneDigital Investment Advisors LLC 0.26% Reduce -7.1% 98,284 $22.8M
MBB Public Markets I LLC 2.69% Reduce -9.1% 97,891 $22.7M
Pitcairn Co. 1.34% Reduce -1.3% 97,887 $22.7M
Weiss Asset Management LP 0.70% New 97,731 $22.7M
FRG Family Wealth Advisors LLC 4.11% Reduce -4.1% 97,673 $22.6M
Foyston, Gordon & Payne Inc 5.99% Reduce -1.1% 97,481 $22.6M
Advisory Research Inc. 3.75% Reduce -0.8% 97,296 $22.6M
McKinley Carter Wealth Services, Inc. 1.38% Reduce -3.7% 97,260 $22.5M
Overbrook Management Corp 4.84% Reduce -3.9% 96,903 $22.5M
Fulton Bank, N.A. 0.86% Add +9.7% 96,602 $22.4M
HighPoint Advisor Group LLC 1.21% Add +4.2% 95,199 $22.3M
Fifth Third Wealth Advisors LLC 1.21% Add +17.3% 96,297 $22.3M
Florida Trust Wealth Management Co 0.71% Add +0.1% 95,552 $22.2M
DDD Partners, LLC 2.72% Reduce -34.3% 95,412 $22.1M
Nwam LLC 1.36% Add +3.5% 94,570 $21.9M
GAMMA Investing LLC 1.87% Add +10.4% 94,512 $21.9M
Parcion Private Wealth LLC 1.67% Add +0.5% 94,228 $21.8M
Capital City Trust Co. 5.43% Reduce -2.9% 93,844 $21.8M
Coppell Advisory Solutions LLC 3.03% Add +1512.3% 92,629 $21.7M
Cornerstone Wealth Group, LLC 1.77% Reduce -0.5% 93,342 $21.6M
Summit Financial, LLC 0.76% Add +4.8% 92,877 $21.5M
Country Club Bank 1.43% Reduce -1.8% 91,095 $21.5M
Quest Investment Management LLC 2.48% Add +5.5% 92,103 $21.4M
Diversify Advisory Services, LLC 1.17% Add +49.8% 94,768 $21.3M
Centaurus Financial, Inc. 1.30% Add +10.1% 91,545 $21.2M
Venture Visionary Partners LLC 0.90% Reduce -3.5% 91,171 $21.1M
Clough Capital Partners L P 2.42% Add +31.3% 91,085 $21.1M
Northeast Financial Consultants Inc 0.89% Reduce -5.3% 91,067 $21.1M
Mitchell Capital Management Co. 3.69% Reduce -1.5% 90,916 $21.1M
HUB Investment Partners, LLC 0.89% Reduce -1.2% 90,849 $21.1M
Jag Capital Management, LLC 2.94% Reduce -50.9% 90,685 $21.0M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.66% New 90,517 $21.0M
Lazard Freres Gestion S.A.S. 0.42% Add +148.3% 90,644 $21.0M
Meeder Advisory Services, Inc. 1.31% Add +3.5% 90,621 $21.0M
Harrell Investment Partners, LLC 5.87% Reduce -6.6% 90,599 $21.0M
Ossiam 0.36% Reduce -6.3% 90,525 $21.0M
Strategic Wealth Partners, Ltd. 1.74% Add +21.7% 88,932 $21.0M
John G Ullman & Associates Inc. 3.07% Reduce -15.1% 89,997 $20.9M
U.S. Capital Wealth Advisors, LLC 0.65% Add +114.4% 89,410 $20.7M
CSM Advisors, LLC 0.97% Reduce -2.5% 89,215 $20.7M
Commonwealth Retirement Investments LLC 8.44% Reduce -6.0% 88,356 $20.5M
Light Street Capital Management, LLC 4.21% Reduce -32.6% 88,172 $20.4M
Van Hulzen Asset Management, LLC 1.49% Add +27.2% 88,032 $20.4M
Miramar Capital, LLC 4.86% Reduce -23.4% 87,972 $20.4M
Capital Analysts, LLC 0.82% Reduce -10.9% 87,925 $20.4M
Spectrum Wealth Counsel, LLC 2.39% Reduce -1.1% 87,650 $20.3M
Spirepoint Private Client, LLC 2.54% Add +2.3% 87,568 $20.3M
Richard Bernstein Advisors LLC 0.46% Reduce -4.4% 86,712 $20.1M
Coldstream Capital Management Inc. 0.43% Add +6.1% 86,664 $20.1M
Citizens National Bank Trust Department 4.24% Reduce -1.1% 86,544 $20.1M
Steamboat Capital Partners, LLC 6.22% Reduce -2.0% 86,437 $20.0M
Principal Securities, Inc. 0.45% Add +33.4% 86,315 $20.0M
Vantage Investment Partners, LLC 1.74% Reduce -6.4% 86,140 $20.0M
Melqart Asset Management (UK) Ltd 2.68% Reduce -20.0% 85,971 $19.9M
Thompson Siegel & Walmsley LLC 0.31% Reduce -10.5% 85,840 $19.9M
Huntleigh Advisors, Inc. 4.26% — 85,328 $19.8M
Stratos Investment Management, LLC 1.19% Add +44.0% 85,308 $19.8M
Hennion & Walsh Asset Management, Inc. 0.89% Add +1.1% 85,250 $19.8M
Boothbay Fund Management, LLC 0.63% Reduce -1.7% 85,206 $19.8M
Waverly Advisors, LLC 0.31% Add +118.7% 85,059 $19.7M
Great Valley Advisor Group, Inc. 0.44% Reduce -0.0% 84,884 $19.7M
Laird Norton Wetherby Wealth Management, LLC 0.94% Reduce -3.7% 84,660 $19.6M
EverSource Wealth Advisors, LLC 1.10% Add +4.8% 84,316 $19.5M
Verdence Capital Advisors LLC 1.56% Reduce -16.8% 83,778 $19.4M
CPC Advisors, LLC 2.64% Add +9.7% 83,764 $19.4M
Cullen Investment Group, LTD. 2.85% Reduce -2.3% 83,445 $19.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.56% Reduce -0.9% 83,358 $19.3M
Goldstream Capital Management Ltd 8.16% Reduce -12.6% 82,895 $19.2M
SeaCrest Wealth Management, LLC 2.02% Reduce -1.8% 82,873 $19.2M
Exencial Wealth Advisors, LLC 0.71% Reduce -21.9% 82,720 $19.2M
Haven Capital Group, Inc. 18.01% — 82,671 $19.2M
Ritholtz Wealth Management 0.56% Add +1.4% 82,404 $19.1M
Ballentine Partners, LLC 0.33% Add +8.5% 82,265 $19.1M
Greystone Financial Group, LLC 3.29% Reduce -5.9% 81,462 $18.9M
Ardmore Road Asset Management LP 2.74% Reduce -67.6% 81,000 $18.8M
RWQ Financial Management Services, Inc. 7.32% Add +675.6% 80,688 $18.7M
Knights of Columbus Asset Advisors LLC 1.23% Add +1.1% 80,674 $18.7M
Lowe Brockenbrough & Co. Inc. 1.20% Reduce -0.5% 80,554 $18.7M
Torray Investment Partners LLC 2.67% Reduce -0.2% 80,331 $18.6M
Signaturefd, LLC 0.35% Add +1.4% 80,111 $18.6M
CX Institutional 0.74% Reduce -10.6% 80,073 $18.6M
Sycomore Asset Management 2.65% Reduce -3.5% 104,183 $18.6M
Kentucky Farm Bureau Mutual Insurance Co 4.17% No change 80,000 $18.5M
Harel Insurance Investments & Financial Services Ltd. 0.30% Reduce -17.4% 79,582 $18.5M
Ratan Capital Management LP 2.83% Add +20.6% 79,610 $18.5M
Baldwin Investment Management, LLC 2.40% Reduce -2.4% 79,404 $18.4M
Itau Unibanco Holding S.A. 0.57% Reduce -21.9% 78,870 $18.3M
Boston Financial Mangement LLC 0.55% Add +2.4% 78,476 $18.2M
Oak Harvest Investment Services 2.53% Add +64.3% 78,325 $18.2M
LaFleur & Godfrey LLC 2.49% Add +18.7% 78,265 $18.1M
NWK Group, Inc. 7.00% Add +0.8% 78,148 $18.1M
Sage Mountain Advisors LLC 1.32% Add +5.1% 78,076 $18.1M
Napean Trading & Investment Co (Singapore) PTE Ltd 4.47% Reduce -31.8% 77,987 $18.1M
Composition Wealth, LLC 0.37% Add +43.6% 77,894 $18.1M
Hillman Co. 7.64% New 77,850 $18.0M
Bell & Brown Wealth Advisors, LLC 6.67% Reduce -4.5% 77,300 $17.9M
Cramer Rosenthal McGlynn LLC 1.01% Add +79.0% 76,881 $17.8M
Sowell Financial Services LLC 0.94% Reduce -10.9% 76,767 $17.8M
Canada Post Corp Registered Pension Plan 1.05% — 76,650 $17.8M
Cache Advisors, LLC 7.40% — 76,590 $17.8M
Global Retirement Partners, LLC 0.51% Reduce -6.1% 76,424 $17.7M
LS Investment Advisors, LLC 2.60% Add +1.9% 76,387 $17.7M
Scott & Selber, Inc. 5.31% Reduce -2.5% 76,121 $17.6M
Sheaff Brock Investment Advisors, LLC 1.53% Reduce -3.5% 75,933 $17.6M
Eagle Capital Management, LLC 7.06% Reduce -0.8% 75,518 $17.5M
Engineers Gate Manager LP 0.30% New 75,427 $17.5M
Private Advisory Group LLC 1.95% Add +9.4% 75,275 $17.5M
Berkley W R Corp. 0.98% Reduce -48.0% 75,000 $17.4M
Reliant Investment Management, LLC 7.67% Reduce -8.7% 74,865 $17.4M
Montag A & Associates Inc. 0.82% Add +11.5% 74,330 $17.2M
Sunbelt Securities, Inc. 1.52% Add +0.3% 73,016 $17.2M
Parallel Advisors, LLC 0.39% Add +4.3% 73,876 $17.1M
Westover Capital Advisors, LLC 3.77% Reduce -2.2% 73,830 $17.1M
Alta Park Capital, LP 2.23% Reduce -54.1% 73,391 $17.0M
Wilmington Savings Fund Society, FSB 0.31% Add +30.7% 73,291 $17.0M
Wealth Advisors of Tampa Bay, LLC 7.25% Reduce -1.5% 73,040 $16.9M
Meridian Wealth Management, LLC 0.80% Add +11.1% 72,613 $16.8M
KCM Investment Advisors LLC 0.58% Reduce -8.4% 72,590 $16.8M
Frank, Rimerman Advisors LLC 1.22% Reduce -9.9% 72,543 $16.8M
Visionary Wealth Advisors 0.98% Add +0.1% 72,021 $16.7M
Community Financial Services Group, LLC 3.30% Add +29.3% 71,900 $16.7M
Berkshire Capital Holdings Inc. 6.02% Add +6.6% 71,810 $16.6M
Spire Wealth Management 0.52% Add +17.4% 71,802 $16.6M
Fogel Capital Management, Inc. 8.35% Add +0.6% 71,693 $16.6M
Resources Management Corp. /CT/ 2.25% Reduce -5.6% 70,999 $16.5M
Paradiem, LLC 4.42% Reduce -10.2% 70,962 $16.5M
Oak Grove Capital LLC 3.30% Add +115.5% 70,885 $16.4M
Covenant Asset Management, LLC 3.64% Reduce -3.5% 70,697 $16.4M
RMR Wealth Builders 1.69% Add +1.0% 70,370 $16.3M
Systematic Alpha Investments, LLC 0.60% Reduce -4.7% 70,131 $16.3M
Brevan Howard Capital Management LP 0.41% New 70,118 $16.3M
Watchtower Advisors, LP 9.19% Reduce -55.0% 70,000 $16.2M
Proem Advisors LLC 7.42% — 70,000 $16.2M
3G Capital Partners LP 4.65% New 70,000 $16.2M
Lindbrook Capital, LLC 1.46% Add +0.8% 69,815 $16.2M
Regions Financial Corp. 0.12% Reduce -0.8% 69,776 $16.2M
Smith Salley Wealth Management 1.04% Reduce -0.9% 69,748 $16.2M
Sustainable Insight Capital Management, LLC 7.07% Reduce -22.1% 69,732 $16.2M
Town & Country Bank & Trust CO dba First Bankers Trust CO 6.31% Reduce -4.3% 69,647 $16.1M
Lombard Odier Asset Management (Europe) Ltd 1.10% No change 69,641 $16.1M
Mufg Securities Americas Inc. 2.11% — 68,945 $16.0M
Cypress Asset Management Inc. 3.96% Reduce -0.9% 67,501 $15.9M
Alta Capital Management LLC/ 0.95% Add +95.7% 68,778 $15.9M
First National Bank of Mount Dora, Trust Investment Services 3.72% Reduce -0.4% 68,557 $15.9M
Brown Brothers Harriman & Co. 0.11% Add +12.9% 68,033 $15.8M
Stokes Capital Advisors, LLC 4.07% Reduce -1.1% 67,971 $15.8M
Fayez Sarofim & Co 0.04% Add +4.3% 67,960 $15.8M
Loomis Sayles & Co. L P 0.02% Add +0.1% 67,932 $15.7M
Nicholas Investment Partners, LP 1.53% No change 67,744 $15.7M
L & S Advisors Inc 1.93% Reduce -20.3% 67,575 $15.7M
Virtu Financial LLC 0.83% Add +81.4% 67,514 $15.7M
KP Management LLC 5.50% Reduce -19.2% 67,500 $15.6M
Tenere Capital LLC 4.14% Reduce -26.4% 67,435 $15.6M
Deepwater Asset Management, LLC 5.09% Reduce -20.5% 67,315 $15.6M
Marietta Wealth Management, LLC 2.23% Reduce -1.5% 67,025 $15.5M
Congress Asset Management Co. 0.10% Reduce -17.2% 66,925 $15.5M
Equitable Holdings, Inc. 0.15% Add +1.9% 66,496 $15.4M
Sagespring Wealth Partners, LLC 0.41% — 66,449 $15.4M
Eastover Investment Advisors LLC 7.20% Reduce -3.7% 66,406 $15.4M
Morse Asset Management, Inc 3.56% Add +0.7% 66,347 $15.4M
SFE Investment Counsel 3.27% Reduce -7.1% 66,346 $15.4M
Procyon Advisors, LLC 0.97% Add +3.2% 65,446 $15.2M
Silicon Valley Capital Partners 1.69% Add +4.8% 65,333 $15.1M
180 Wealth Advisors, LLC 2.37% Reduce -2.7% 65,256 $15.1M
Focus Partners Advisor Solutions, LLC 0.26% Add +407.8% 65,252 $15.1M
Meeder Asset Management Inc. 1.05% Add +431.9% 65,175 $15.1M
Foster Victor Wealth Advisors, LLC 1.15% Reduce -41.4% 63,264 $15.0M
Premier Fund Managers Ltd 0.53% Reduce -1.1% 63,548 $15.0M
Bay Rivers Group 7.25% Reduce -2.5% 64,483 $14.9M
Parsons Capital Management Inc. 0.81% Reduce -4.2% 64,300 $14.9M
Pittenger & Anderson Inc. 0.54% Add +3.8% 64,235 $14.9M
Savant Capital, LLC 0.12% Add +17.5% 64,126 $14.9M
Harbour Capital Advisors, LLC 3.31% Add +0.0% 63,868 $14.9M
Columbia Asset Management 2.83% Reduce -7.6% 63,907 $14.8M
Patton Albertson Miller Group, LLC 1.96% Add +3.0% 63,328 $14.7M
Evergreen Capital Management LLC 0.48% Add +0.5% 63,256 $14.7M
Transcend Capital Advisors, LLC 1.06% Reduce -0.8% 63,213 $14.7M
Front Row Advisors LLC 5.05% Reduce -1.8% 63,109 $14.6M
IHT Wealth Management, LLC 0.47% Reduce -11.7% 62,926 $14.6M
Canal Capital Management, LLC 2.35% Reduce -3.5% 62,672 $14.5M
Goelzer Investment Management, Inc. 0.84% Reduce -10.9% 62,594 $14.5M
Rock Point Advisors, LLC 4.23% Reduce -5.6% 62,548 $14.5M
Glassy Mountain Advisors, Inc. 4.96% Reduce -0.3% 62,481 $14.5M
Orange Investment Advisors, Inc. 1.64% Reduce -2.3% 62,433 $14.5M
Aquatic Capital Management LLC 0.39% New 62,318 $14.4M
Capital Investment Advisors, LLC 0.29% Add +2.4% 61,990 $14.4M
Geneva Partners, LLC 5.82% Reduce -9.1% 61,801 $14.3M
Cordatus Wealth Management LLC 3.78% Add +1.8% 61,741 $14.3M
Voleon Capital Management LP 1.06% — 61,735 $14.3M
Pinnacle Wealth Management Advisory Group, LLC 1.34% Add +1.6% 61,710 $14.3M
GKV Capital Management Co., Inc. 5.81% — 61,500 $14.3M
Denali Advisors LLC 1.49% Add +14.6% 61,406 $14.2M
Larson Financial Group LLC 0.74% Reduce -1.8% 61,344 $14.2M
Sigma Planning Corp 0.44% Add +1.3% 61,019 $14.1M
Farmers National Bank 4.12% — 60,842 $14.1M
Vise Technologies, Inc. 1.17% Add +41.6% 60,805 $14.1M
TTP Investments, Inc. 4.92% Add +71.7% 60,649 $14.1M
Night Owl Capital Management, LLC 1.81% Reduce -48.8% 60,591 $14.0M
Bailard, Inc. 0.36% Add +6.7% 60,331 $14.0M
Savoie Capital LLC 1.67% Reduce -24.0% 60,290 $14.0M
Avitas Wealth Management LLC 1.93% Reduce -1.6% 60,267 $14.0M
Evexia Wealth LLC 4.71% Reduce -3.8% 61,849 $13.9M
Graypoint LLC 0.84% Add +1.1% 59,962 $13.9M
Boyd Watterson Asset Management LLC 3.90% Reduce -3.5% 59,914 $13.9M
Seaview Investment Managers LLC 3.81% Add +5.0% 59,383 $13.8M
TD Private Client Wealth LLC 0.38% Reduce -11.8% 59,360 $13.8M
Forge First Asset Management Inc. 4.94% No change 59,363 $13.8M
Old Second National Bank of Aurora 3.12% Reduce -0.0% 59,273 $13.7M
Valeo Financial Advisors, LLC 0.38% Add +4.2% 59,218 $13.7M
Gladstone Capital Management LLP 1.14% New 59,200 $13.7M
Koshinski Asset Management, Inc. 1.17% Reduce -1.3% 59,189 $13.7M
Petredis Investment Advisors LLC 1.41% Reduce -0.7% 59,006 $13.7M
Aviso Financial Inc. 0.69% Reduce -3.5% 58,999 $13.7M
Moody National Bank Trust Division 1.43% Reduce -4.5% 58,987 $13.7M
Onex Canada Asset Management Inc. 1.64% Reduce -1.9% 58,982 $13.7M
Intrust Bank NA 1.39% Add +0.2% 58,933 $13.7M
Westwood Wealth Management 4.92% Reduce -1.3% 58,750 $13.6M
Cooper Financial Group 1.63% Add +7.1% 58,475 $13.6M
Two Sigma Investments, LP 0.03% Reduce -95.6% 58,404 $13.5M
Marsico Capital Management LLC 0.37% Reduce -30.1% 58,398 $13.5M
Spinnaker Trust 0.85% Add +5.1% 58,388 $13.5M
IFG Advisory, LLC 0.77% Reduce -0.8% 58,359 $13.5M
JPL Wealth Management, LLC 3.86% — 58,102 $13.5M
McCarter Private Wealth Services LLC 8.54% Reduce -2.1% 58,053 $13.5M
Kendall Capital Management 3.93% Reduce -9.1% 57,867 $13.4M
Cambridge Financial Group, Inc. 5.54% — 57,859 $13.4M
Analyst IMS Investment Management Services Ltd. 0.49% Add +12.6% 57,842 $13.4M
Stony Point Capital LLC 3.05% No change 57,198 $13.3M
Wedbush Securities Inc. 0.47% Add +1.5% 57,059 $13.2M
Kiley Juergens Wealth Management, LLC 3.30% Reduce -1.7% 56,853 $13.2M
Mutual Advisors, LLC 0.38% Reduce -10.1% 57,334 $13.2M
Red Cedar Investment Management, LLC 1.65% Reduce -13.0% 56,575 $13.1M
Intellus Advisors LLC 2.27% — 56,476 $13.1M
Hunter Associates Investment Management LLC 1.99% Reduce -2.5% 56,388 $13.1M
Algert Global LLC 0.31% Reduce -6.6% 56,358 $13.1M
Peterson Wealth Services 3.99% Add +0.6% 56,087 $13.0M
AMJ Financial Wealth Management 3.60% Reduce -5.0% 55,856 $12.9M
Flight Deck Capital, LP 14.33% New 55,600 $12.9M
Qtron Investments LLC 1.81% Reduce -6.8% 55,575 $12.9M
Avantax Planning Partners, Inc. 0.46% Add +2.6% 55,352 $12.8M
Nations Financial Group Inc, /Ia/ 0.94% Reduce -20.3% 55,142 $12.8M
Dupont Capital Management Corp. 1.19% No change 55,124 $12.8M
Soros Capital Management LLC 2.00% New 55,100 $12.8M
Nicholas Company, Inc. 0.21% Reduce -10.3% 54,783 $12.7M
Aragon Global Management, LP 4.71% Add +91.5% 54,780 $12.7M
Kingswood Wealth Advisors, LLC 0.95% Reduce -28.8% 54,632 $12.7M
Concentric Capital Strategies, LP 0.80% Reduce -22.3% 54,556 $12.6M
Connors Investor Services Inc. 1.18% Reduce -2.4% 54,492 $12.6M
SBI Securities Co., Ltd. 0.39% — 54,460 $12.6M
Callan Family Office, LLC 0.80% Add +2169.5% 54,241 $12.6M
Arkadios Wealth Advisors 0.68% Reduce -6.6% 53,897 $12.5M
Mirabella Financial Services LLP 1.18% New 53,873 $12.5M
GAMCO Investors 0.13% Add +495.7% 53,706 $12.5M
Ariose Capital Management Ltd 10.31% New 53,700 $12.4M
James Investment Research, Inc. 1.48% Reduce -1.8% 53,616 $12.4M
Cypress Capital Group 1.52% Add +6.5% 53,538 $12.4M
EFG Asset Management (North America) Corp. 1.69% Add +15.5% 53,433 $12.4M
Asio Capital, LLC 2.33% Reduce -1.9% 53,159 $12.3M
Valicenti Advisory Services Inc. 3.06% Add +0.0% 53,065 $12.3M
Signet Financial Management, LLC 1.57% Reduce -2.3% 52,984 $12.3M
HTLF Bank 1.39% Reduce -28.6% 52,972 $12.3M
Impact Asset Management GmbH 4.84% Reduce -16.5% 52,810 $12.2M
Monetary Management Group Inc. 3.18% Reduce -4.0% 52,810 $12.2M
Ostrum Asset Management 1.06% Add +3.9% 52,605 $12.2M
Science & Technology Partners, L.P. 3.71% — 52,604 $12.2M
Sound View Wealth Advisors Group, LLC 0.98% Add +5.5% 52,588 $12.2M
Palogic Value Management, L.P. 4.97% Reduce -4.0% 52,535 $12.2M
Syon Capital LLC 1.10% Reduce -3.7% 52,484 $12.2M
WINTON GROUP Ltd 0.81% Reduce -46.6% 52,365 $12.1M
Financial Enhancement Group LLC 1.85% Add +498.9% 53,830 $12.1M
Tectonic Advisors LLC 0.79% Add +2.4% 52,092 $12.1M
Journey Advisory Group, LLC 1.45% No change 7,507 $12.1M
Westwood Holdings Group Inc. 0.09% Reduce -5.2% 51,973 $12.0M
RDA Financial Network 3.49% Reduce -1.2% 51,576 $12.0M
Kennedy Investment Group, Inc. 5.41% Add +0.5% 51,562 $12.0M
Talbot Financial, LLC 1.42% Reduce -0.4% 51,551 $12.0M
Farther Finance Advisors, LLC 0.43% Reduce -7.3% 51,526 $11.9M
Sandhill Capital Partners LLC 0.94% Reduce -4.4% 51,508 $11.9M
RBA Wealth Management, LLC 4.55% Reduce -4.6% 51,499 $11.9M
Bearing Point Capital, LLC 2.48% — 51,274 $11.9M
Ascent Group, LLC 0.89% Add +5.2% 51,174 $11.9M
Independent Solutions Wealth Management, LLC 2.59% Add +4.1% 51,140 $11.9M
Truvestments Capital LLC 3.02% Add +2.9% 50,674 $11.7M
Turtle Creek Wealth Advisors, LLC 2.69% Add +3.5% 50,305 $11.7M
Compound Planning, Inc. 0.59% Add +15.6% 50,287 $11.7M
Geneos Wealth Management Inc. 0.41% Reduce -7.2% 50,152 $11.6M
Quadrant Capital Group LLC 0.80% Add +0.7% 50,118 $11.6M
Vest Financial, LLC 0.21% Add +38.8% 50,059 $11.6M
Stablepoint Partners, LLC 2.13% Reduce -2.1% 50,052 $11.6M
Ameritas Advisory Services, LLC 0.40% Add +132.1% 50,032 $11.6M
Beck Capital Management, LLC 3.08% Reduce -0.4% 50,030 $11.6M
Lingotto Investment Management LLP 0.31% No change 50,000 $11.6M
Gladstone Institutional Advisory LLC 0.54% Reduce -18.4% 49,947 $11.6M
International Assets Investment Management, LLC 0.97% Reduce -53.6% 49,803 $11.6M
Community Bank, N.A. 1.47% Reduce -3.8% 49,418 $11.5M
NorthRock Partners, LLC 0.37% Reduce -0.9% 49,198 $11.4M
Midwest Professional Planners, LTD. 3.39% Add +3.1% 48,958 $11.4M
Symphony Financial, Ltd. Co. 1.77% Reduce -5.7% 46,713 $11.3M
Wedmont Private Capital 0.59% Add +10.6% 50,228 $11.3M
Strategic Global Advisors, LLC 2.06% Reduce -12.9% 48,508 $11.2M
Horan Capital Advisors, LLC. 3.78% Reduce -16.7% 48,451 $11.2M
Westmount Partners, LLC 3.41% Add +0.6% 48,419 $11.2M
Discovery Capital Management, LLC / CT 0.77% New 48,400 $11.2M
IFP Advisors, Inc 0.37% Add +35.7% 48,398 $11.2M
Mystic Asset Management, Inc. 3.01% Add +0.7% 48,395 $11.2M
Trust Asset Management LLC 0.88% No change 48,390 $11.2M
Waldron Private Wealth LLC 0.45% Add +104.1% 48,224 $11.2M
Rakuten Securities, Inc. 4.40% Add +124.3% 48,214 $11.2M
Rossmore Private Capital 1.38% Reduce -0.3% 48,039 $11.1M
Banco BTG Pactual S.A. 2.59% Add +7.9% 47,745 $11.1M
Jamison Private Wealth Management, Inc. 1.63% Add +1.6% 47,745 $11.1M
BOCHK Asset Management Ltd 3.38% Reduce -60.6% 47,680 $11.1M
Mather Group, Llc. 0.14% Reduce -7.6% 47,609 $11.0M
RFG Advisory, LLC 0.31% Add +7.5% 47,593 $11.0M
Berry Wealth Group, LP 7.92% Reduce -4.0% 47,374 $11.0M
Bartlett & Co. Wealth Management LLC 0.16% Reduce -0.1% 47,319 $11.0M
Sirios Capital Management L P 1.96% Reduce -11.9% 47,127 $10.9M
Generali Investments, Management Co LLC 2.82% — 47,117 $10.9M
FAS Wealth Partners, Inc. 0.92% Add +2.7% 47,031 $10.9M
PKO Investment Management Joint-Stock Co 1.36% Reduce -11.3% 47,000 $10.9M
Greenwood Capital Associates LLC 1.42% Reduce -7.1% 46,995 $10.9M
Strategic Investment Advisors / MI 1.16% Reduce -3.6% 46,973 $10.9M
Rathbones Group PLC 0.05% Reduce -5.5% 46,864 $10.9M
Kennedy Capital Management LLC 0.24% Reduce -15.9% 46,826 $10.9M
Mattern Capital Management, LLC 1.41% Reduce -7.5% 46,796 $10.8M
Checchi Capital Advisers, LLC 0.81% Add +1.1% 46,640 $10.8M
Robeco Schweiz AG 0.23% Add +47.5% 46,600 $10.8M
Y-Intercept (Hong Kong) Ltd 0.72% New 46,561 $10.8M
Hohimer Wealth Management, LLC 2.05% Add +1.1% 46,536 $10.8M
Waterloo Capital, L.P. 1.14% Reduce -5.0% 46,470 $10.8M
Fortis Capital Management LLC 2.00% Reduce -2.0% 46,459 $10.8M
Cigna Investments Inc. 1.90% Reduce -0.6% 46,446 $10.8M
Rothschild Investment LLC 0.70% Reduce -2.6% 46,140 $10.7M
Concord Wealth Partners 1.75% Reduce -1.1% 46,015 $10.7M
Telligent Fund, LP 10.15% — 46,000 $10.7M
Fidelis Capital Partners, LLC 1.07% Add +8.6% 48,968 $10.7M
Icon Wealth Advisors, LLC 0.87% Reduce -7.4% 45,771 $10.6M
Polymer Capital Management (HK) LTD 1.85% Add +34.9% 45,600 $10.6M
Moneta Group Investment Advisors LLC 0.15% Reduce -3.9% 45,473 $10.5M
Flagship Harbor Advisors, LLC 0.55% Reduce -6.3% 45,382 $10.5M
Greenwood Gearhart LLC 0.73% Add +4.9% 45,356 $10.5M
Wright Investors Service Inc. 3.40% Reduce -11.3% 45,200 $10.5M
Meiji Yasuda Life Insurance Co 0.20% Add +0.2% 45,115 $10.5M
Foster & Motley Inc. 0.68% Reduce -10.3% 45,097 $10.5M
Convergence Investment Partners, LLC 2.32% Reduce -11.5% 44,797 $10.4M
Brady Family Wealth, LLC 3.18% Reduce -1.6% 44,646 $10.4M
Royal Fund Management, LLC 1.12% Add +9.7% 44,333 $10.3M
Point72 Asia (Singapore) Pte. Ltd. 2.72% New 44,340 $10.3M
Evercore Wealth Management, LLC 0.15% Reduce -7.6% 44,197 $10.2M
Moseley Investment Management Inc. 3.99% Reduce -0.9% 44,125 $10.2M
LMCG Investments, LLC 0.63% Add +0.1% 44,106 $10.2M
Baker Ellis Asset Management LLC 1.50% Reduce -1.1% 44,100 $10.2M
Doheny Asset Management 7.60% Reduce -0.6% 43,920 $10.2M
Quantum Private Wealth, LLC 3.25% Add +5.7% 43,855 $10.2M
Hoey Investments, Inc. 1.73% Add +903.9% 43,822 $10.2M
Private Trust Co. NA 1.04% Reduce -4.7% 43,744 $10.1M
Clean Yield Group 3.22% Add +2.5% 43,678 $10.1M
Cary Street Partners Financial LLC 0.33% — 43,666 $10.1M
Bogart Wealth, LLC 0.48% Reduce -52.5% 43,580 $10.1M
Smartleaf Asset Management LLC 1.03% Add +19.2% 42,864 $10.1M
Prosperity Consulting Group, LLC 0.76% Reduce -2.0% 43,488 $10.1M
Wealthcare Advisory Partners LLC 0.28% Add +0.4% 43,460 $10.1M
Hamilton Capital Partners, LLC 6.35% — 43,345 $10.0M
Purus Wealth Management, LLC 3.96% Add +3.2% 43,187 $10.0M
Trust Point Inc. 0.69% Add +2.3% 43,143 $10.0M
Argonautica Private Wealth Management, Inc. 3.22% Reduce -0.7% 43,024 $10.0M
Confluence Wealth Services, Inc. 0.64% Reduce -0.0% 41,150 $9.9M
Hager Investment Management Services, LLC 6.16% — 42,571 $9.9M
Soltis Investment Advisors LLC 0.91% Add +9.6% 42,567 $9.9M
Concord Asset Management, LLC 2.17% Reduce -3.8% 42,567 $9.9M
Citizens Business Bank 2.35% Reduce -31.4% 42,560 $9.9M
Capital Investment Advisory Services, LLC 0.94% Reduce -0.0% 42,362 $9.8M
Keebeck Wealth Management 1.41% Reduce -1.0% 42,160 $9.8M
Capstone Investment Advisors, LLC 0.12% Reduce -25.8% 42,046 $9.7M
MainStreet Investment Advisors LLC 1.36% Reduce -1.7% 41,989 $9.7M
Greater Midwest Financial Group, LLC 6.16% Reduce -9.1% 41,965 $9.7M
Titan Global Capital Management USA LLC 1.48% New 41,945 $9.7M
Pathway Financial Advisers, LLC 3.26% Reduce -99.4% 41,848 $9.7M
Chilton Investment Co. Inc. 0.25% Reduce -2.3% 41,758 $9.7M
GM Advisory Group, LLC 0.53% Add +1.0% 41,620 $9.6M
Shaker Investments LLC 4.04% Reduce -21.4% 41,584 $9.6M
Alteri Wealth LLC 2.67% — 41,571 $9.6M
Wealthspire Advisors, LLC 0.10% Add +6.1% 41,508 $9.6M
Guardian Wealth Advisors, LLC / NC 0.77% Reduce -4.8% 41,453 $9.6M
Stonebrook Private Inc. 2.51% Reduce -4.8% 41,382 $9.6M
Point Windward Advisors Inc. 3.59% Reduce -2.6% 41,331 $9.6M
Neville Rodie & Shaw Inc. 0.70% Reduce -4.7% 41,265 $9.6M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.13% Reduce -2.5% 41,186 $9.5M
Naviter Wealth, LLC 1.15% Add +55.8% 40,971 $9.5M
Riggs Asset Managment Co. Inc. 2.54% Add +0.3% 40,309 $9.5M
Vestmark Advisory Solutions, Inc. 0.33% Reduce -2.1% 40,889 $9.5M
ICICI Prudential Asset Management Co Ltd 1.04% Reduce -32.4% 40,887 $9.5M
MMBG Investment Advisors Co. 1.00% Add +1.9% 40,648 $9.4M
Ingalls & Snyder LLC 0.37% Reduce -0.0% 40,624 $9.4M
Schear Investment Advisers, LLC 5.01% Add +6.0% 40,614 $9.4M
Kintegral Advisory, LLC 0.89% Reduce -4.5% 40,498 $9.4M
GPS Wealth Strategies Group, LLC 1.20% Add +6.2% 40,472 $9.4M
B & T Capital Management DBA Alpha Capital Management 1.72% Reduce -6.2% 40,431 $9.4M
Westend Capital Management, LLC 2.78% Add +0.6% 40,414 $9.4M
Financial Advisory Partners, LLC 3.10% Reduce -4.5% 40,229 $9.3M
Peregrine Investment Management Inc. 5.38% — 40,000 $9.3M
Journey Strategic Wealth LLC 0.35% Add +80.8% 39,942 $9.3M
Kornitzer Capital Management Inc. 0.18% Reduce -5.2% 39,935 $9.3M
Applied Finance Capital Management, LLC 0.40% Add +0.7% 39,635 $9.2M
Portfolio Design Labs, LLC 1.88% Add +24.1% 39,444 $9.1M
Inspire Trust Co, N.A. 2.33% Add +0.5% 39,400 $9.1M
New Millennium Group LLC 5.33% Add +6.9% 39,338 $9.1M
Whitford Management LLC 2.69% New 39,270 $9.1M
Narwhal Capital Management 0.80% New 39,255 $9.1M
Harvest Investment Services, LLC 2.22% Add +0.3% 39,165 $9.1M
V-Square Quantitative Management LLC 1.29% Add +20.9% 39,155 $9.1M
Morton Community Bank 2.39% Reduce -3.9% 39,067 $9.1M
Brookstone Capital Management 0.13% Add +0.5% 39,007 $9.0M
Arete Wealth Advisors, LLC 0.65% Add +30.5% 38,866 $9.0M
ROI Financial Advisors, LLC 6.15% Reduce -4.0% 38,948 $9.0M
Claro Advisors Inc. 1.22% Reduce -15.1% 38,936 $9.0M
Parr McKnight Wealth Management Group, LLC 1.29% — 38,930 $9.0M
Equitable Trust Co. 0.50% Add +1.4% 38,872 $9.0M
Archford Capital Strategies, LLC 1.36% Add +0.6% 38,723 $9.0M
Peoples Financial Services Corp. 4.16% Reduce -1.0% 38,721 $9.0M
Annex Advisory Services, LLC 0.27% Reduce -3.5% 38,665 $9.0M
Bell Asset Management Ltd 1.63% New 38,592 $8.9M
Holderness Investments Co. 1.97% Add +2.9% 38,543 $8.9M
Asset Dedication, LLC 0.70% Reduce -27.4% 38,507 $8.9M
Capstone Wealth Management Group, LLC 4.77% Add +5.6% 38,422 $8.9M
Little House Capital LLC 2.54% Reduce -2.2% 38,323 $8.9M
Field & Main Bank 3.12% Reduce -1.4% 38,200 $8.9M
Patten Group, Inc. 1.96% Add +7.5% 38,167 $8.8M
First Business Financial Services, Inc. 0.87% Add +3.6% 38,053 $8.8M
Nishkama Capital, LLC 1.44% New 38,046 $8.8M
MGB Wealth Management, LLC 2.73% Add +1.4% 37,796 $8.8M
Hiddenite Capital Partners LP 6.49% Add +8.9% 37,970 $8.8M
Clearstead Trust, LLC 1.90% Add +1.0% 37,858 $8.8M
NBW Capital LLC 1.62% New 37,688 $8.7M
DE Burlo Group Inc. 1.17% Reduce -9.9% 37,685 $8.7M
Optiver Holding B.V. 0.28% New 37,550 $8.7M
Ninety One SA (Pty) Ltd 1.92% Reduce -3.6% 37,513 $8.7M
Artemis Wealth Advisors, LLC 1.38% Add +7.1% 37,500 $8.7M
Chicago Capital, LLC 0.23% Reduce -1.5% 37,441 $8.7M
Azzad Asset Management Inc. 1.67% Add +1.7% 37,400 $8.7M
Souders Financial Advisors 1.21% Reduce -16.8% 37,367 $8.7M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 1.05% Add +9.0% 37,356 $8.7M
Foundations Investment Advisors, LLC 0.17% Add +43.9% 37,289 $8.6M
PFG Advisors 0.53% Add +23.4% 37,261 $8.6M
CWA Asset Management Group, LLC 0.44% Add +10.3% 37,210 $8.6M
Wealth High Governance Capital Ltda 3.09% Reduce -25.6% 37,199 $8.6M
Alcosta Capital Management, Inc. 5.00% Add +0.2% 37,008 $8.6M
Impact Capital Partners LLC 3.05% — 36,988 $8.6M
Horizon Investment Services, LLC 3.64% Reduce -0.5% 36,938 $8.6M
Scissortail Wealth Management, LLC 2.19% Add +9345.8% 36,933 $8.6M
Linden Thomas Advisory Services, LLC 1.08% Reduce -0.2% 36,881 $8.6M
Trifecta Capital Advisors, LLC 1.69% Add +3.5% 36,828 $8.5M
Matthews International Capital Management LLC 1.77% Reduce -58.8% 36,808 $8.5M
J.W. Cole Advisors, Inc. 0.34% Add +2.3% 36,708 $8.5M
Mission Creek Capital Partners, Inc. 1.85% Add +1.2% 36,541 $8.5M
PARUS FINANCE (UK) Ltd 2.66% New 36,540 $8.5M
Mark Asset Management LP 1.31% New 36,531 $8.5M
Bancreek Capital Management, LP 8.25% Reduce -29.3% 36,505 $8.5M
Boston Partners 0.01% Add +17.6% 36,391 $8.4M
Elevation Point Wealth Partners, LLC 0.68% Reduce -6.5% 36,341 $8.4M
Conning Inc. 0.31% Reduce -86.4% 36,327 $8.4M
Trustmark Bank Trust Department 0.63% Add +7.0% 36,313 $8.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.23% Add +1.7% 36,258 $8.4M
Elite Wealth Management, Inc. 1.96% Reduce -3.8% 36,179 $8.4M
BOK Financial Private Wealth, Inc. 0.61% Reduce -8.5% 36,132 $8.4M
Perkins Coie Trust Co 1.84% Reduce -2.0% 36,098 $8.4M
1834 Investment Advisors Co. 1.06% Reduce -2.1% 36,076 $8.4M
Avestar Capital, LLC 0.76% Add +7.5% 36,050 $8.4M
Alpha Omega Wealth Management LLC 1.58% Reduce -4.8% 36,003 $8.3M
Becker Capital Management Inc. 0.27% Reduce -0.2% 35,860 $8.3M
Fragasso Financial Advisors Inc 0.63% Reduce -7.1% 35,825 $8.3M
Buffington Mohr McNeal 1.38% Add +10.0% 35,816 $8.3M
Compton Wealth Advisory Group, LLC 2.14% Add +2.4% 35,744 $8.3M
New Hampshire Trust 1.74% Add +1.9% 35,718 $8.3M
Castle Rock Wealth Management, LLC 1.96% Reduce -11.4% 35,304 $8.2M
Exchange Traded Concepts, LLC 0.17% Add +15.7% 35,237 $8.2M
Ascentis Independent Advisors 1.56% Reduce -10.8% 35,156 $8.2M
LVW Advisors, LLC 1.00% Reduce -13.8% 35,125 $8.1M
Dorsey & Whitney Trust CO LLC 0.45% Reduce -0.1% 35,105 $8.1M
First Financial Bank - Trust Division 0.76% Add +6.1% 35,031 $8.1M
Edmp, Inc. 7.71% Reduce -3.1% 35,028 $8.1M
STF Management LP 3.64% Reduce -48.1% 34,971 $8.1M
StoneX Group Inc. 0.45% Add +12.8% 34,914 $8.1M
Diversify Wealth Management, LLC 0.63% Add +32.3% 36,000 $8.1M
Columbus Macro, LLC 1.12% Add +482.8% 34,792 $8.1M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.21% Reduce -56.4% 34,674 $8.0M
Zions Bancorporation, N.A. 0.51% Add +37.4% 34,655 $8.0M
Maxi Investments CY Ltd 1.54% Reduce -33.8% 34,463 $8.0M
First Hawaiian Bank 0.26% Reduce -13.9% 34,436 $8.0M
Red Spruce Capital, LLC 3.54% Add +4.5% 34,407 $8.0M
Kovack Advisors, Inc. 0.78% Add +8.1% 34,380 $8.0M
Kesler, Norman & Wride, LLC 1.71% Add +1.1% 34,203 $7.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.64% Add +119.9% 34,183 $7.9M
Toth Financial Advisory Corp. 0.93% Add +3.9% 34,118 $7.9M
Triasima Portfolio Management inc. 1.53% Add +30.8% 34,108 $7.9M
Norden Group LLC 0.89% Add +11.0% 34,000 $7.9M
Grand Alliance Asset Management Ltd 8.66% New 34,000 $7.9M
CTC LLC 0.79% New 33,838 $7.8M
Hilton Capital Management, LLC 0.68% Reduce -11.8% 33,781 $7.8M
RBF Capital, LLC 0.41% No change 33,730 $7.8M
Johnson Financial Group, Inc. 0.37% Reduce -3.2% 35,330 $7.8M
Insight Advisors, LLC/ PA 1.33% Reduce -1.2% 33,003 $7.8M
Glen Eagle Advisors, LLC 1.28% Reduce -4.2% 33,312 $7.7M
Titleist Asset Management, LLC 0.89% Reduce -10.2% 33,262 $7.7M
Schechter Investment Advisors, LLC 0.59% Reduce -6.8% 33,215 $7.7M
Forum Financial Management, LP 0.13% Add +9.6% 33,173 $7.7M
Grandview Asset Management LLC 2.81% Add +3.9% 33,039 $7.7M
Maxwell Wealth Strategies Inc. 3.13% Reduce -0.6% 33,037 $7.7M
EULAV Asset Management 0.18% Reduce -5.8% 33,011 $7.7M
Jericho Financial, LLP 5.54% — 32,984 $7.6M
Quartz Partners, LLC 4.65% Add +2.2% 32,958 $7.6M
Weaver Capital Management LLC 2.15% Add +5.8% 32,949 $7.6M
Gerber Kawasaki Wealth & Investment Management 0.33% Add +24.3% 32,719 $7.6M
Premier Path Wealth Partners, LLC 1.16% Reduce -1.2% 32,708 $7.6M
Financial Perspectives, Inc 2.55% Reduce -14.5% 32,705 $7.6M
Gladius Capital Management LP 4.36% Add +65.2% 32,683 $7.6M
Focus Financial Network, Inc. 0.30% Reduce -5.3% 32,650 $7.6M
True North Advisors, LLC 1.78% Add +143.2% 32,626 $7.6M
Prelude Capital Management, LLC 0.63% Add +463.5% 32,582 $7.6M
Caldwell Trust Co 0.79% Reduce -0.1% 32,550 $7.5M
Fortem Financial Group, LLC 2.90% Reduce -0.7% 32,288 $7.5M
1ST Source Bank 0.43% Reduce -0.7% 32,278 $7.5M
University of Texas/Texas Am Investment Management Co. 0.88% Add +0.7% 32,173 $7.5M
StrongBox Wealth, LLC 3.16% Reduce -11.3% 32,166 $7.5M
Beaumont Financial Advisors, LLC 0.56% Reduce -12.2% 32,106 $7.4M
Oliver Luxxe Assets LLC 1.34% No change 42,961 $7.4M
Westhampton Capital, LLC 3.76% Reduce -1.0% 31,761 $7.4M
Pinkerton Wealth, LLC 1.07% Reduce -17.5% 31,714 $7.4M
CoreCap Advisors, LLC 0.33% Reduce -39.5% 31,680 $7.3M
Novem Group 1.09% — 31,633 $7.3M
Ameliora Wealth Management Ltd. 2.74% Add +17.5% 31,465 $7.3M
Carolina Wealth Advisors, LLC 3.90% Reduce -3.1% 31,254 $7.2M
Fairbanks Capital Management, Inc. 4.51% Add +2.6% 31,213 $7.2M
Berbice Capital Management LLC 5.80% — 31,200 $7.2M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.73% New 31,083 $7.2M
Quadrant Private Wealth Management, LLC 1.77% Add +19.4% 31,121 $7.2M
HMS Capital Management, LLC 3.48% Reduce -2.6% 31,069 $7.2M
Resonant Capital Advisors, LLC 0.53% Reduce -0.6% 31,043 $7.2M
PFG Investments, LLC 0.45% Add +2.1% 30,955 $7.2M
Decatur Capital Management, Inc. 3.27% Reduce -1.5% 30,917 $7.2M
Wolverine Trading, LLC 0.16% Add +244.2% 30,290 $7.1M
Stoneridge Investment Partners LLC 2.54% No change 30,697 $7.1M
Harbour Investment Management LLC 3.12% Add +6.3% 30,662 $7.1M
Capital Planning Advisors, LLC 1.10% Add +7.1% 30,627 $7.1M
Optas, LLC 1.52% Add +0.9% 30,354 $7.0M
Beverly Hills Private Wealth, LLC 1.43% Reduce -16.1% 30,292 $7.0M
HBW Advisory Services LLC 0.72% Add +6.2% 30,281 $7.0M
Liberty One Investment Management, LLC 0.76% Add +1.0% 30,268 $7.0M
MOKAN Wealth Management Inc. 4.46% — 30,224 $7.0M
Te Ahumairangi Investment Management Ltd 1.46% Reduce -21.7% 30,226 $7.0M
RB Capital Management, LLC 1.71% Add +1.9% 30,189 $7.0M
NFSG Corp 1.79% Add +8.1% 30,072 $7.0M
Robbins Farley 3.40% Reduce -8.8% 30,072 $7.0M
Aster Capital Management (DIFC) Ltd 2.66% New 30,067 $7.0M
Legato Capital Management LLC 0.91% Reduce -33.4% 30,034 $7.0M
One Capital Management, LLC 0.23% Reduce -0.1% 29,973 $6.9M
MWA Asset Management 4.62% Reduce -3.4% 29,962 $6.9M
CGN Advisors LLC 0.67% Reduce -10.1% 29,869 $6.9M
Ascent Wealth Partners, LLC 0.93% Reduce -0.9% 29,777 $6.9M
Brighton Jones LLC 0.20% Add +21.9% 29,683 $6.9M
Mattern Wealth Management LLC 1.51% Add +48.1% 29,579 $6.9M
Cornerstone Select Advisors, LLC 6.60% — 29,524 $6.8M
Manhattan West Asset Management, LLC 1.85% Add +6.8% 29,503 $6.8M
Blue Trust, Inc. 0.09% Add +360.4% 29,491 $6.8M
111 Capital 1.43% — 29,449 $6.8M
United Capital Management of KS, Inc. 1.24% Reduce -6.7% 29,447 $6.8M
Carret Asset Management, LLC 0.75% Reduce -1.3% 29,394 $6.8M
Chase Investment Counsel Corp. 2.18% Reduce -3.4% 29,293 $6.8M
CFS Investment Advisory Services, LLC 0.61% Reduce -2.5% 29,219 $6.8M
Birch Hill Investment Advisors LLC 0.31% Reduce -3.2% 29,191 $6.8M
Clarius Group, LLC 0.46% Reduce -0.5% 29,158 $6.8M
Bank of Hawaii 0.37% Reduce -8.4% 29,140 $6.8M
Ironwood Investment Counsel, LLC 1.15% Reduce -2.3% 29,086 $6.7M
Clifford Swan Investment Counsel LLC 0.24% No change 29,080 $6.7M
Newman Dignan & Sheerar, Inc. 1.73% Reduce -0.8% 29,074 $6.7M
Texas Yale Capital Corp. 0.27% No change 29,050 $6.7M
Brooklyn Investment Group 2.00% Add +5.9% 28,971 $6.7M
Eventide Asset Management, LLC 0.12% New 28,777 $6.7M
Trek Financial, LLC 0.50% Add +193.0% 28,829 $6.7M
Fairvoy Private Wealth, LLC 1.77% — 28,771 $6.7M
Boit C F David 3.35% No change 28,750 $6.7M
Salem Investment Counselors Inc. 0.22% Add +5.9% 28,740 $6.7M
Hudson Capital Management LLC 2.14% Reduce -10.3% 28,672 $6.6M
AlphaStar Capital Management, LLC 0.69% Add +99.1% 28,650 $6.6M
Shepherd Financial Partners LLC 0.79% Add +9.2% 28,631 $6.6M
Alaethes Wealth, LLC 2.37% Reduce -1.0% 28,623 $6.6M
Banque Transatlantique SA 0.17% — 27,997 $6.6M
Choate Investment Advisors 0.16% Add +13.8% 28,497 $6.6M
Fairfield, Bush & Co. 3.88% Add +0.3% 28,425 $6.6M
SeaBridge Investment Advisors LLC 1.38% Add +4.1% 28,416 $6.6M
HBK Sorce Advisory LLC 0.20% Add +9.7% 28,351 $6.6M
TKG Advisors, LLC 3.03% Add +6.3% 26,832 $6.6M
Patton Fund Management, Inc. 1.28% Reduce -12.3% 28,276 $6.6M
DeDora Capital, Inc. 1.79% Reduce -1.5% 28,262 $6.6M
Legacy Bridge, LLC 3.38% Reduce -5.8% 28,000 $6.5M
Ardsley Advisory Partners LP 1.26% Reduce -66.9% 28,000 $6.5M
Knollwood Investment Advisory, LLC 0.68% No change 28,000 $6.5M
West Branch Capital LLC 2.06% Add +9.8% 27,913 $6.5M
Comprehensive Financial Consultants Institutional, Inc. 2.36% Add +0.7% 27,881 $6.5M
Wealth Alliance, LLC 0.77% Reduce -9.9% 27,758 $6.4M
Mitchell McLeod Pugh & Williams Inc. 1.35% Reduce -9.1% 27,742 $6.4M
Bayesian Capital Management, LP 0.78% New 27,642 $6.4M
Fiduciary Alliance LLC 0.65% Add +422.4% 27,639 $6.4M
3Chopt Investment Partners, LLC 2.20% Reduce -2.3% 27,583 $6.4M
Lineweaver Wealth Advisors, LLC 1.17% Add +18.4% 27,391 $6.4M
Hodges Capital Management Inc. 0.38% Add +7.6% 27,398 $6.4M
Human Investing LLC 1.13% Reduce -8.1% 27,391 $6.4M
Bowman & Co S.C. 3.29% Add +0.5% 27,315 $6.3M
Harbour Investments, Inc. 0.18% Add +5.8% 27,244 $6.3M
Princeton Capital Management LLC 1.95% Add +6.8% 27,110 $6.3M
Leonteq Securities AG 0.62% Add +11.0% 25,581 $6.3M
Destiny Wealth Partners, LLC 1.02% Add +1211.3% 27,013 $6.3M
Convergence Financial, LLC 1.25% Add +0.3% 27,000 $6.3M
Mirabaud & Cie SA 2.01% Reduce -13.7% 26,939 $6.2M
MIdWestOne Financial Group, Inc. 0.88% Reduce -8.5% 26,903 $6.2M
Oarsman Capital, Inc. 1.09% Reduce -5.6% 26,883 $6.2M
Kestra Investment Management, LLC 0.24% Reduce -5.9% 26,868 $6.2M
Charles Schwab Trust Co 0.53% Add +6.9% 26,810 $6.2M
Knuff & Co LLC 1.88% Reduce -1.0% 26,706 $6.2M
David J Yvars Group 3.77% Add +249.9% 26,642 $6.2M
NatWest Group plc 1.83% Add +6.8% 26,648 $6.2M
Faithward Advisors, LLC 1.05% Reduce -1.5% 26,610 $6.2M
Alpha Family Trust 3.46% No change 26,550 $6.2M
Connecticut Wealth Management, LLC 0.30% Add +0.1% 26,397 $6.1M
Thurston, Springer, Miller, Herd & Titak, Inc. 1.24% Add +33.9% 26,364 $6.1M
Simon Quick Advisors, LLC 0.37% Add +16.6% 26,338 $6.1M
GeoWealth Management, LLC 0.20% Reduce -11.9% 26,325 $6.1M
Jupiter Wealth Management LLC 3.05% Add +12.7% 26,281 $6.1M
Strategic Planning Group, LLC 1.12% Add +1.7% 26,232 $6.1M
San Luis Wealth Advisors LLC 1.15% Add +573.0% 26,141 $6.1M
BCM Advisors, LLC 1.35% No change 26,024 $6.0M
Hengehold Capital Management LLC 0.57% Reduce -2.7% 25,955 $6.0M
Rockline Wealth Management, LLC 1.60% Add +7.2% 25,905 $6.0M
Fischer Financial Services, Inc. 1.89% — 25,896 $6.0M
Emprise Bank 3.39% Reduce -5.7% 25,858 $6.0M
Mitchell & Pahl Private Wealth, LLC 2.80% Reduce -4.7% 25,836 $6.0M
Parker Investment Management, LLC 0.93% Add +1.1% 25,835 $6.0M
KMG Fiduciary Partners, LLC 0.49% Add +66.7% 25,776 $6.0M
Silver Oak Securities, Incorporated 0.55% Add +32.6% 25,236 $5.9M
Breed's Hill Capital LLC 3.11% Add +42.2% 25,639 $5.9M
Mayflower Financial Advisors, LLC 0.89% Add +0.5% 25,593 $5.9M
Dorsey Wright & Associates 1.42% Reduce -41.4% 25,582 $5.9M
Ranch Capital Advisors Inc. 2.80% Add +1.6% 25,569 $5.9M
CVA Family Office, LLC 0.94% Add +3.5% 25,546 $5.9M
Essex Bank 1.47% Reduce -0.7% 25,537 $5.9M
Everhart Financial Group, Inc. 1.22% Add +6.9% 25,524 $5.9M
Harbor Investment Advisory, LLC 0.55% Add +3.0% 25,523 $5.9M
Highview Capital Management LLC 2.27% Add +1.3% 25,522 $5.9M
Insight Wealth Strategies, LLC 0.79% Reduce -14.3% 25,427 $5.9M
Community Bank & Trust, Waco, Texas 1.34% Reduce -1.8% 25,399 $5.9M
Benchmark Investment Advisors LLC 3.82% Reduce -2.6% 25,289 $5.9M
Robertson Stephens Wealth Management, LLC 0.21% Reduce -14.7% 25,272 $5.9M
Great Lakes Retirement, Inc. 0.76% Reduce -6.2% 25,245 $5.9M
Kanawha Capital Management LLC 0.46% Add +3.0% 25,244 $5.9M
Revere Asset Management, Inc 4.96% New 25,238 $5.9M
Westside Investment Management, Inc. 1.23% Reduce -2.4% 25,194 $5.8M
Avior Wealth Management, LLC 0.21% Reduce -3.7% 25,160 $5.8M
Jmac Enterprises LLC 0.91% Reduce -29.0% 25,123 $5.8M
Banco de Sabadell, S.A 4.56% Add +1.7% 25,107 $5.8M
Occudo Quantitative Strategies LP 1.05% Add +406.8% 25,045 $5.8M
Marietta Investment Partners LLC 1.27% Add +2.2% 24,948 $5.8M
Advocate Group LLC 1.09% Reduce -5.8% 24,929 $5.8M
Lee Financial Co 0.81% Reduce -1.2% 24,820 $5.8M
Essential Planning, LLC. 0.04% New 30,930 $5.7M
Berkshire Asset Management LLC 0.27% Add +794.0% 23,378 $5.7M
Axecap Investments, LLC 4.31% Add +6.4% 24,663 $5.7M
Guerra Pan Advisors, LLC 4.13% Add +0.9% 24,585 $5.7M
PDS Planning, Inc 0.50% Add +15.5% 24,458 $5.7M
Supplemental Annuity Collective Trust of NJ 1.66% No change 24,400 $5.7M
Masso Torrence Wealth Management Inc. 2.97% Reduce -7.0% 24,355 $5.6M
AlTi Global, Inc. 0.14% Reduce -16.1% 23,964 $5.6M
Tealwood Asset Management Inc. 2.35% Reduce -0.6% 24,331 $5.6M
Brady Martz Wealth Solutions, LLC 1.36% — 25,095 $5.6M
Boston Trust Walden Corp 0.04% Reduce -0.5% 24,305 $5.6M
Cunning Capital Partners, LP 3.37% No change 24,290 $5.6M
Old Port Advisors 1.61% Reduce -3.1% 24,196 $5.6M
Nvwm, LLC 1.41% Reduce -6.9% 24,186 $5.6M
Old National Bancorp 0.13% Add +10.5% 24,148 $5.6M
Zhang Financial LLC 0.32% Add +14.1% 24,130 $5.6M
Institute for Wealth Management, LLC. 0.70% Add +0.0% 24,084 $5.6M
NovaPoint Capital, LLC 1.70% Add +4.3% 24,072 $5.6M
Burr Financial Services, LLC 3.76% New 24,037 $5.6M
MYDA Advisors LLC 1.59% New 24,000 $5.6M
Mitsubishi UFJ Asset Management (UK) Ltd. 2.46% Add +71.4% 24,000 $5.6M
FCG Investment Co 3.38% Add +4.8% 23,994 $5.6M
Regatta Capital Group, LLC 1.08% Add +2.6% 23,988 $5.6M
Pinnacle Financial Partners Inc 0.11% Add +29.8% 24,347 $5.5M
M. Kraus & Co 1.66% Add +977.9% 23,842 $5.5M
Quantbot Technologies LP 0.20% New 23,720 $5.5M
Anderson Hoagland & Co. 0.57% Reduce -11.3% 23,156 $5.5M
Founders Financial Securities LLC 0.49% Reduce -2.3% 23,604 $5.5M
Avidian Wealth Enterprises, LLC 0.24% Add +13.0% 23,518 $5.5M
Wealth Architects, LLC 0.62% Reduce -7.4% 23,517 $5.5M
Cove Private Wealth, LLC 3.36% No change 23,500 $5.4M
Trust Investment Advisors 3.48% Add +3.9% 23,490 $5.4M
Great Diamond Partners, LLC 1.41% Reduce -3.8% 23,462 $5.4M
Dodge & Cox 0.00% Reduce -33.6% 23,460 $5.4M
Eley Financial Management, Inc 2.12% Add +0.4% 23,431 $5.4M
Argentarii, LLC 2.72% — 23,375 $5.4M
Albar Capital Partners LLP 1.30% — 23,374 $5.4M
Finivi Inc. 4.32% Reduce -4.7% 23,336 $5.4M
Sandy Spring Bank 0.22% Add +20.9% 23,295 $5.4M
Aurora Investment Managers, LLC. 3.38% Reduce -4.1% 23,236 $5.4M
Concourse Financial Group Securities, Inc. 0.30% Reduce -9.1% 22,342 $5.4M
Peregrine Asset Advisers, Inc. 1.98% Add +909.6% 23,119 $5.4M
Wellington Shields Capital Management, LLC 0.95% Add +0.2% 23,112 $5.4M
Eagle Harbor Asset Management Inc. 5.35% Reduce -1.0% 23,060 $5.3M
CRA Financial Services, LLC 0.92% Add +0.3% 23,029 $5.3M
LCNB Corp. 1.94% Reduce -5.0% 22,975 $5.3M
Gryphon Financial Partners LLC 0.76% Add +1.8% 22,898 $5.3M
Saranac Partners Ltd 2.99% Reduce -21.1% 22,868 $5.3M
BW Gestao de Investimentos Ltda. 0.25% New 22,801 $5.3M
Family Firm, Inc. 1.17% Add +0.5% 22,769 $5.3M
Warm Springs Advisors Inc. 4.88% — 22,673 $5.3M
Centennial Bank 2.47% Reduce -2.1% 22,641 $5.2M
Aljian Capital Management, LLC 1.14% Reduce -1.7% 22,553 $5.2M
Birinyi Associates Inc. 1.44% Add +0.0% 22,517 $5.2M
Marshall Financial Group, LLC 1.26% Reduce -5.4% 22,501 $5.2M
Vaughan Nelson Investment Management, L.P. 0.05% Add +26.2% 22,465 $5.2M
West Michigan Advisors, LLC 1.57% Reduce -10.7% 22,408 $5.2M
Aubrey Capital Management Ltd 1.97% Reduce -29.3% 22,400 $5.2M
Crestline Management, L.P. 0.18% Reduce -79.2% 22,372 $5.2M
Freedom Day Solutions, LLC 1.55% Reduce -7.2% 22,358 $5.2M
Providence Wealth Advisors, LLC 3.92% Add +0.1% 22,085 $5.2M
Legacy Wealth Asset Management, LLC 1.41% Reduce -1.9% 22,297 $5.2M
IAM Advisory, LLC 1.31% Reduce -1.1% 22,293 $5.2M
SeaTown Holdings Pte. Ltd. 3.53% Reduce -53.1% 22,208 $5.1M
Agur Provident & Training Funds Management Ltd. 1.97% No change 2,220 $5.1M
PYA Waltman Capital, LLC 1.65% Reduce -1.5% 22,081 $5.1M
Evoke Wealth, LLC 0.14% Add +56.3% 22,081 $5.1M
Founders Financial Alliance, LLC 1.41% Reduce -12.9% 22,059 $5.1M
Arjuna Capital 1.36% Reduce -0.1% 22,040 $5.1M
Darden Wealth Group Inc 3.46% Add +16.3% 22,025 $5.1M
Aft, Forsyth & Sober, LLC 1.65% No change 22,000 $5.1M
Strengthening Families & Communities, LLC 2.89% Reduce -2.2% 21,971 $5.1M
Studio Investment Management LLC 1.08% Reduce -7.0% 21,962 $5.1M
Brentview Investment Management LLC 2.89% — 21,959 $5.1M
Foresight Capital Management Advisors, Inc. 2.98% Add +3.8% 21,948 $5.1M
TrueMark Investments, LLC 1.62% Add +42.9% 21,904 $5.1M
Trivium Point Advisory, LLC 0.64% Add +9.4% 21,901 $5.1M
Modern Wealth Management, LLC 0.19% Add +4.5% 21,884 $5.1M
Anchor Investment Management, LLC 0.47% Reduce -8.3% 21,832 $5.1M
Proquility Private Wealth Partners, LLC 1.63% Reduce -1.3% 21,791 $5.1M
Flow Traders U.S. LLC 0.20% New 21,784 $5.0M
SageView Advisory Group, LLC 0.22% Add +19.9% 21,756 $5.0M
AssuredPartners Investment Advisors, LLC 0.98% — 21,601 $5.0M
Xcel Wealth Management, LLC 1.39% Reduce -0.7% 21,539 $5.0M
Blueprint Investment Partners LLC 0.79% Add +8.1% 21,529 $5.0M
CWC Advisors, LLC. 4.98% Reduce -6.3% 21,525 $5.0M
Louisbourg Investments Inc. 1.31% Reduce -13.6% 26,090 $5.0M
Tradition Wealth Management, LLC 0.44% Reduce -1.1% 21,484 $5.0M
Shoker Investment Counsel, Inc. 1.68% Add +0.2% 21,469 $5.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.74% Reduce -7.6% 21,452 $5.0M
Haverford Trust Co 0.05% Add +2.3% 21,415 $5.0M
RFG - Bristol Wealth Advisors, LLC 1.63% — 21,377 $5.0M
Aaron Wealth Advisors LLC 0.57% Add +10.7% 21,354 $5.0M
Lifeworks Advisors, LLC 0.89% Add +2.4% 21,327 $4.9M
LRI Investments, LLC 0.47% Reduce -0.4% 21,295 $4.9M
Catalyst Financial Partners LLC 0.93% Add +5.8% 21,293 $4.9M
Cim Investment Management Inc. 1.44% Reduce -1.0% 21,259 $4.9M
Palacios Wealth Management, LLC 5.32% — 21,630 $4.9M
Monument Capital Management 1.36% Reduce -21.5% 21,203 $4.9M
First Washington CORP 1.74% Reduce -0.9% 21,191 $4.9M
Alps Advisors Inc. 0.03% Add +3.5% 21,155 $4.9M
Security National Bank 0.70% Reduce -1.3% 21,104 $4.9M
McDonald Partners LLC 1.25% Reduce -3.5% 21,080 $4.9M
Orca Investment Management, LLC 4.59% Reduce -2.4% 21,048 $4.9M
Lake Street Private Wealth, LLC 0.78% Reduce -4.2% 20,996 $4.9M
Consolidated Capital Management, LLC 2.12% Add +0.3% 20,973 $4.9M
Catherine Avery Investment Management LLC 4.29% — 20,966 $4.9M
Central Pacific Bank - Trust Division 0.66% Add +21.5% 20,955 $4.9M
Pines Wealth Management, LLC 2.11% — 21,640 $4.9M
Farmers & Merchants Trust Co of Chambersburg PA 1.83% Reduce -1.0% 20,926 $4.9M
Valley National Advisers Inc. 0.87% Add +0.2% 20,883 $4.8M
Sanders Morris Harris LLC 0.73% Add +2.5% 20,850 $4.8M
AMG National Trust Bank 0.13% Add +7.0% 20,789 $4.8M
Csenge Advisory Group 0.26% Reduce -31.9% 20,824 $4.8M
Patten & Patten Inc. 0.32% Reduce -1.6% 20,790 $4.8M
Left Brain Wealth Management, LLC 1.82% Reduce -8.5% 20,767 $4.8M
Montecito Bank & Trust 0.83% Reduce -0.1% 20,764 $4.8M
Insight Holdings Group, LLC 0.31% Reduce -43.1% 20,710 $4.8M
Essex Financial Services, Inc. 0.34% Add +0.1% 20,707 $4.8M
Realta Investment Advisors 1.97% Add +1.0% 20,640 $4.8M
Triangle Securities Wealth Management 1.23% Reduce -2.1% 20,673 $4.8M
Groesbeck Investment Management Corp. 6.22% Reduce -14.2% 20,634 $4.8M
Brandywine Oak Private Wealth LLC 0.47% Add +0.8% 20,594 $4.8M
Cornerstone Planning, LLC 1.82% — 20,580 $4.8M
Empire Financial Management Company, LLC 1.48% Add +1.3% 20,527 $4.8M
Commons Capital, LLC 4.32% Add +1.2% 20,526 $4.8M
CHICAGO TRUST Co NA 0.88% Add +6.3% 20,512 $4.8M
Sierra Summit Advisors LLC 0.95% Add +10.9% 20,487 $4.7M
Insigneo Advisory Services, LLC 0.49% Reduce -6.1% 20,386 $4.7M
EFG Asset Management (Americas) Corp. 0.92% Add +1.1% 20,307 $4.7M
Trust Co. of Toledo NA 0.62% Add +11.0% 20,258 $4.7M
Davidson Capital Management Inc. 1.23% Add +3.6% 20,223 $4.7M
Wrapmanager Inc. 1.19% Add +0.8% 20,133 $4.7M
Jaffetilchin Investment Partners, LLC 0.34% Add +3.4% 20,106 $4.7M
Marcum Wealth, LLC 0.40% Reduce -4.2% 20,091 $4.7M
Forte Capital LLC 0.52% Reduce -4.2% 20,016 $4.6M
Sphera Management Technology Funds Ltd 3.68% — 20,000 $4.6M
Shellback Capital, LP 0.32% New 20,000 $4.6M
IPG Investment Advisors LLC 1.05% Reduce -11.4% 19,990 $4.6M
Catalina Capital Group, LLC 1.53% Add +1.5% 19,989 $4.6M
Leisure Capital Management 1.81% Reduce -6.1% 19,977 $4.6M
Legacy Advisors, LLC 0.45% Add +1.8% 19,926 $4.6M
Key Financial Inc 1.05% Reduce -19.3% 19,915 $4.6M
Hourglass Capital, LLC 1.27% Reduce -19.9% 19,805 $4.6M
Apollon Financial, LLC 1.14% Add +6.1% 19,727 $4.6M
Spinnaker Investment Group, LLC 1.10% Reduce -0.9% 19,712 $4.6M
Synergy Asset Management, LLC 0.35% Add +1.5% 19,698 $4.6M
CastleKnight Management LP 0.53% Add +3.1% 19,700 $4.6M
Wills Financial Group, Inc. 1.96% Reduce -3.6% 19,564 $4.5M
Proficio Capital Partners LLC 0.37% Add +46.2% 19,529 $4.5M
Financial Advocates Investment Management 0.26% Add +10.1% 19,509 $4.5M
Jasper Ridge Partners, L.P. 0.14% Add +0.1% 19,500 $4.5M
Altman Advisors, Inc. 1.93% Reduce -2.7% 19,478 $4.5M
Circle Wealth Management, LLC 0.10% Add +30.9% 19,410 $4.5M
Elm3 Financial Group, LLC 3.83% — 19,369 $4.5M
Bensler, LLC 0.53% No change 19,342 $4.5M
Wealth Alliance Advisory Group, LLC 0.95% Add +0.6% 19,338 $4.5M
HWG Holdings LP 1.47% Add +80.3% 19,325 $4.5M
Violich Capital Management, Inc. 0.58% Reduce -8.3% 19,325 $4.5M
Baker Avenue Asset Management, LP 0.14% Add +9.0% 19,274 $4.5M
Hudson Canyon Capital Management 2.91% Reduce -5.2% 19,250 $4.5M
Generali Investments CEE, investicni spolecnost, a.s. 0.46% — 19,200 $4.5M
Destination Wealth Management 0.14% Add +1.2% 19,080 $4.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.04% Add +4.2% 21,880 $4.4M
CSU Producer Resources, Inc. 14.52% No change 19,000 $4.4M
Quintet Private Bank (Europe) S.A. 0.24% Add +3.7% 18,940 $4.4M
Paralel Advisors LLC 0.19% Add +10.0% 18,940 $4.4M
Certuity, LLC 0.47% Add +31.7% 18,833 $4.4M
Paragon Advisors, LLC 1.49% Reduce -8.6% 18,759 $4.3M
Gardner Lewis Asset Management L P 1.10% Reduce -4.3% 18,720 $4.3M
Colton Groome Financial Advisors, LLC 1.66% Reduce -0.2% 18,711 $4.3M
Executive Wealth Management, LLC 0.34% Add +7.6% 18,687 $4.3M
Counterweight Ventures, LLC 3.05% Add +0.1% 18,637 $4.3M
Riverstone Advisors, LLC 2.46% Add +2.9% 18,584 $4.3M
Koss-Olinger Consulting, LLC 0.38% Add +72.5% 18,541 $4.3M
Savvy Advisors, Inc. 0.52% Add +16.3% 18,537 $4.3M
Mirabaud Asset Management Ltd 2.00% Reduce -12.3% 18,212 $4.3M
Navellier & Associates Inc. 0.51% Add +17.0% 18,486 $4.3M
Connable Office Inc. 0.44% Reduce -1.4% 18,472 $4.3M
River Street Advisors LLC 2.19% Add +1.2% 18,446 $4.3M
Magnus Financial Group LLC 0.41% Add +1.3% 18,436 $4.3M
First Commonwealth Financial Corp 1.01% Add +2.9% 18,425 $4.3M
Iowa State Bank 0.89% Add +0.8% 18,409 $4.3M
XTX Topco Ltd 0.36% Reduce -38.9% 18,388 $4.3M
Copperwynd Financial, LLC 1.17% Add +5.7% 18,351 $4.3M
Formidable Asset Management, LLC 0.70% Reduce -6.5% 18,304 $4.2M
Sompo Asset Management Co., Ltd. 0.71% Reduce -7.4% 18,170 $4.2M
Probity Advisors, Inc. 0.81% Reduce -5.7% 18,154 $4.2M
Accurate Wealth Management, LLC 0.81% Add +6.8% 18,743 $4.2M
GraniteShares Advisors LLC 2.65% New 18,033 $4.2M
Freemont Management S.A. 2.05% No change 18,000 $4.2M
JBF Capital, Inc. 0.72% No change 18,000 $4.2M
Perennial Investment Advisors, LLC 0.49% Add +8.6% 17,975 $4.2M
Cable Hill Partners, LLC 0.42% Add +2.5% 17,946 $4.2M
Camarda Financial Advisors, LLC 1.56% Reduce -7.0% 17,924 $4.2M
FNY Investment Advisers, LLC 2.18% Add +63.0% 17,869 $4.1M
Leavell Investment Management, Inc. 0.20% Add +5.9% 17,850 $4.1M
RoundAngle Advisors LLC 3.93% — 17,805 $4.1M
Joseph Group Capital Management 1.63% Add +8.6% 17,790 $4.1M
L2 Asset Management, LLC 0.90% Reduce -4.3% 17,742 $4.1M
Parkside Financial Bank & Trust 0.54% Add +2.1% 17,698 $4.1M
Keel Point, LLC 0.33% Add +18.9% 17,695 $4.1M
MTM Investment Management, LLC 1.57% Reduce -0.2% 17,640 $4.1M
Inspire Investing, LLC 0.46% Add +23.1% 17,605 $4.1M
Rehmann Capital Advisory Group 0.26% Add +4.8% 17,577 $4.1M
VCI Wealth Management LLC 1.73% New 17,558 $4.1M
New England Asset Management Inc. 0.73% Reduce -11.6% 17,555 $4.1M
Phoenix Wealth Advisors 1.76% Reduce -3.7% 17,528 $4.1M
Delta Financial Advisors LLC 1.51% Add +4.5% 17,494 $4.1M
Ring Mountain Capital, LLC 2.71% — 17,454 $4.0M
Precedent Wealth Partners, LLC 1.32% Add +1.2% 17,449 $4.0M
LYNX Capital Group Ltd. 2.33% Reduce -1.2% 17,440 $4.0M
YHB Investment Advisors, Inc. 0.33% Add +59.2% 17,414 $4.0M
ICW Investment Advisors LLC 1.68% Add +2.5% 17,393 $4.0M
New England Research & Management, Inc. 2.05% Add +0.1% 17,370 $4.0M
Harvest Investment Advisors, LLC 2.78% Reduce -2.3% 17,328 $4.0M
Douglass Winthrop Advisors, LLC 0.08% No change 17,300 $4.0M
AA Financial Advisors, LLC 1.07% Add +2.7% 17,266 $4.0M
Valley Brook Capital Group, Inc. 2.99% Reduce -8.0% 17,250 $4.0M
Roundview Capital LLC 0.28% Add +113.5% 17,247 $4.0M
Consilium Wealth Advisory, LLC 1.91% Reduce -0.4% 17,232 $4.0M
Payden & Rygel 0.34% Reduce -87.0% 17,200 $4.0M
Fort Point Capital Partners LLC 0.45% Reduce -3.0% 17,199 $4.0M
Sentry Investment Management LLC 1.90% Reduce -9.4% 17,171 $4.0M
Stillwater Wealth Management Group 3.57% — 17,157 $4.0M
Johnson & White Wealth Management, LLC 2.41% Reduce -1.4% 17,134 $4.0M
Welch Group, LLC 0.18% Add +814.0% 16,863 $4.0M
Heartland Bank & Trust Co 2.16% Add +1.7% 17,135 $4.0M
Quotient Wealth Partners, LLC 0.13% Add +4.8% 17,112 $4.0M
Orca Wealth Management, LLC 3.57% — 17,099 $4.0M
Creegan & Nassoura Financial Group, LLC 2.64% Reduce -0.6% 16,940 $3.9M
Pettyjohn, Wood & White, Inc. 0.72% Add +1.3% 16,930 $3.9M
Meadow Creek Wealth Advisors LLC 2.82% Reduce -3.1% 16,927 $3.9M
Capital Advisors Wealth Management, LLC 0.70% Add +1.5% 16,893 $3.9M
Sphera Funds Management LTD. 0.72% No change 16,880 $3.9M
Unigestion Holding SA 0.22% Add +3.4% 16,801 $3.9M
Alpha Cubed Investments, LLC 0.18% Add +0.4% 16,767 $3.9M
Griffin Asset Management, Inc. 0.45% Reduce -3.6% 16,662 $3.9M
Lyell Wealth Management, LP 0.35% Add +0.0% 16,614 $3.9M
Taikang Asset Management (Hong Kong) Co Ltd 0.57% Reduce -65.2% 16,600 $3.8M
Krilogy Financial LLC 0.26% Add +2.4% 16,517 $3.8M
Pensionfund Sabic 1.00% Reduce -23.3% 16,500 $3.8M
Katamaran Capital LLP 5.10% — 16,453 $3.8M
WealthShield Partners, LLC 0.54% Reduce -7.3% 16,416 $3.8M
Main Street Financial Solutions, LLC 0.37% Add +52.4% 16,399 $3.8M
Simmons Bank 0.28% Reduce -0.3% 16,369 $3.8M
Crux Wealth Advisors 2.11% — 16,352 $3.8M
Hollencrest Capital Management 0.15% Reduce -8.3% 16,326 $3.8M
Cantor Fitzgerald, L. P. 0.14% Add +40.2% 16,285 $3.8M
Belpointe Asset Management LLC 0.23% Reduce -36.3% 23,037 $3.8M
Bard Financial Services, Inc. 0.45% Reduce -3.3% 16,150 $3.7M
Chesapeake Wealth Management 1.28% Reduce -7.2% 16,147 $3.7M
Physicians Financial Services, Inc. 1.14% Add +1.6% 16,130 $3.7M
United Asset Strategies, Inc. 0.34% Add +1.4% 16,119 $3.7M
Cutter & CO Brokerage, Inc. 0.91% Reduce -2.8% 16,100 $3.7M
Strategic Blueprint, LLC 0.22% Reduce -2.1% 16,061 $3.7M
Trust Co. of Vermont 0.18% Reduce -29.6% 16,040 $3.7M
West Paces Advisors Inc. 0.91% Reduce -5.6% 15,994 $3.7M
Stevens Capital Management LP 1.48% Reduce -27.2% 15,966 $3.7M
Retirement Planning Co of New England, Inc. 1.79% Reduce -2.7% 15,939 $3.7M
AdvisorNet Financial, Inc 0.31% Reduce -4.5% 15,934 $3.7M
Shared Vision Wealth Group LLC 1.94% Reduce -9.8% 15,894 $3.7M
EPG Wealth Management LLC 0.97% Reduce -3.5% 15,892 $3.7M
Northern Financial Advisors Inc 2.94% Reduce -1.9% 15,850 $3.7M
Investor's Fiduciary Advisor Network, LLC 1.40% — 15,829 $3.7M
First Foundation Advisors 0.14% Reduce -2.8% 15,818 $3.7M
Advisor OS, LLC 0.42% Add +12.6% 15,806 $3.7M
Moss Adams Wealth Advisors LLC 0.39% Add +3.6% 15,774 $3.7M
Forvis Mazars Wealth Advisors, LLC 0.08% Reduce -2.6% 15,725 $3.6M
IFC Advisors LLC 0.79% — 15,722 $3.6M
Pinnacle Wealth Planning Services, Inc. 0.55% Reduce -32.4% 15,720 $3.6M
Nebula Research & Development LLC 0.43% Add +1100.8% 15,707 $3.6M
Bison Wealth, LLC 0.80% Reduce -47.7% 15,700 $3.6M
Passumpsic Savings Bank 2.27% Reduce -1.4% 15,688 $3.6M
Letson Investment Management, Inc. 1.47% No change 15,680 $3.6M
Wolff Wiese Magana LLC 2.40% Reduce -12.4% 15,644 $3.6M
Ameriflex Group, Inc. 1.66% — 16,388 $3.6M
Sfmg, LLC 0.29% Reduce -0.4% 15,629 $3.6M
Badgley Phelps Wealth Managers, LLC 0.08% Add +22.8% 15,608 $3.6M
Arlington Trust Co LLC 0.76% Add +0.8% 15,607 $3.6M
Alta Advisers Ltd 2.28% Add +19.9% 15,599 $3.6M
Legacy Financial Advisors, Inc. 0.60% Add +3.1% 15,571 $3.6M
Greenland Capital Management LP 0.73% Reduce -52.7% 15,516 $3.6M
Wealthedge Investment Advisors, LLC 1.62% — 15,505 $3.6M
Game Plan Financial Advisors, LLC 1.90% Add +0.3% 15,355 $3.6M
Chicago Partners Investment Group LLC 0.12% Add +9.8% 15,641 $3.6M
Nippon Life Global Investors Americas, Inc. 0.17% Add +6.4% 15,470 $3.6M
Moneco Advisors, LLC 0.38% Add +2.2% 15,411 $3.6M
Channel Wealth LLC 1.16% Add +11.4% 15,405 $3.6M
Inspire Advisors, LLC 0.44% Add +1112.6% 15,400 $3.6M
Good Life Advisors, LLC 0.26% Reduce -51.4% 15,381 $3.6M
Bolthouse Investments, LLC 3.29% — 15,380 $3.6M
Baader Bank Aktiengesellschaft 0.33% Add +26.8% 15,354 $3.6M
CNB Bank 1.65% Add +11.3% 15,273 $3.5M
Magnolia Capital Advisors LLC 0.92% Add +24.9% 15,265 $3.5M
Angeles Wealth Management, LLC 0.29% Add +21.3% 15,264 $3.5M
Caitong International Asset Management Co., Ltd 3.46% — 15,229 $3.5M
Altus Wealth Group LLC 1.56% Add +0.2% 15,223 $3.5M
Smithfield Trust Co 0.18% No change 15,190 $3.5M
Pinion Investment Advisors, LLC 1.40% Reduce -4.8% 15,208 $3.5M
KRS Capital Management, LLC 2.49% Add +0.2% 15,177 $3.5M
Wellington Shields & Co., LLC 1.08% Reduce -0.5% 15,128 $3.5M
Archer Investment Corp 0.94% Reduce -10.4% 15,115 $3.5M
Integras Partners LLC 3.12% — 15,098 $3.5M
Childress Capital Advisors, LLC 0.98% Add +1.3% 15,076 $3.5M
Sigma Investment Counselors Inc. 0.21% Add +286.9% 15,068 $3.5M
BSW Wealth Partners 0.51% Add +3.0% 15,055 $3.5M
Independence Bank of Kentucky 0.54% Add +9.9% 15,050 $3.5M
Nikulski Financial, Inc. 1.02% Reduce -9.9% 15,025 $3.5M
Alight Capital Management LP 1.17% Reduce -25.0% 15,000 $3.5M
NewSquare Capital LLC 0.28% Add +5.3% 14,988 $3.5M
Hilltop National Bank 1.04% Reduce -4.5% 14,910 $3.5M
Golden State Wealth Management, LLC 0.52% — 14,898 $3.5M
TrinityPoint Wealth, LLC 0.48% Reduce -8.9% 14,883 $3.5M
Infrastructure Capital Advisors, LLC 0.58% Add +0.6% 14,878 $3.4M
BXM Wealth LLC 4.82% — 14,862 $3.4M
Bridgewater Advisors Inc. 0.36% Add +1.3% 15,332 $3.4M
Callan Capital, LLC 0.25% Add +2.6% 14,858 $3.4M
Stokes Family Office, LLC 0.37% Add +1.0% 14,830 $3.4M
Ogorek Anthony Joseph /NY/ 1.09% Reduce -0.5% 14,771 $3.4M
Leo Wealth, LLC 0.31% Reduce -0.2% 14,840 $3.4M
Mechanics Bank Trust Department 0.45% Add +13.8% 14,683 $3.4M
Greenwich Wealth Management LLC 0.24% Add +8.1% 14,639 $3.4M
Davis R M Inc. 0.07% Add +2.7% 14,639 $3.4M
Heritage Family Offices, LLP 1.69% Add +7.6% 14,635 $3.4M
Oribel Capital Management, LP 0.23% New 14,600 $3.4M
Brown Miller Wealth Management, LLC 1.30% Reduce -14.3% 14,590 $3.4M
Optimist Retirement Group LLC 1.60% Reduce -7.2% 14,574 $3.4M
Curi Capital, LLC 0.08% Reduce -8.4% 14,516 $3.4M
Saxon Interests, Inc. 1.48% Add +6.3% 14,502 $3.4M
Paradigm Asset Management Co. LLC 0.92% Reduce -35.6% 14,500 $3.4M
Wealth Effects LLC 1.19% Add +11.0% 14,499 $3.4M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.83% Add +4.0% 14,492 $3.4M
AMS Capital Ltda 1.69% Reduce -68.2% 14,474 $3.4M
Myriad Asset Management US LP 2.25% — 14,464 $3.4M
1 North Wealth Services LLC 1.42% — 14,414 $3.3M
Menard Financial Group LLC 2.00% Reduce -0.1% 14,350 $3.3M
Calydon Capital 0.65% Add +47.1% 14,321 $3.3M
Intrua Financial, LLC 0.54% Reduce -5.1% 14,309 $3.3M
Tritonpoint Wealth, LLC 0.30% Add +17.3% 14,286 $3.3M
LM Advisors LLC 0.60% New 14,277 $3.3M
Patriot Financial Group Insurance Agency, LLC 0.44% Add +3.2% 14,248 $3.3M
M Holdings Securities, Inc. 0.53% Add +1.8% 14,204 $3.3M
Aspen Grove Capital, LLC 0.70% Add +0.5% 14,179 $3.3M
Strong Tower Advisory Services 0.86% Add +8.3% 14,166 $3.3M
Seascape Capital Management 1.14% Add +3.9% 14,153 $3.3M
Stanley-Laman Group, Ltd. 0.46% Reduce -6.6% 14,149 $3.3M
Raab & Moskowitz Asset Management LLC 0.80% Add +6.6% 14,124 $3.3M
Everpar Advisors LLC 1.64% Reduce -2.3% 14,049 $3.3M
MCF Advisors LLC 0.23% Reduce -0.8% 14,039 $3.3M
E&G Advisors, LLC 0.88% Reduce -8.1% 14,015 $3.2M
Roberts Capital Advisors, LLC 2.72% No change 13,990 $3.2M
Mendel Money Management 1.44% Reduce -4.8% 13,905 $3.2M
Drive Wealth Management, LLC 0.79% Add +18.7% 13,884 $3.2M
Colonial River Investments, LLC 1.56% Add +8.6% 13,864 $3.2M
SlateStone Wealth, LLC 0.31% Add +0.3% 13,832 $3.2M
Gilliland Jeter Wealth Management LLC 1.08% Add +0.6% 13,822 $3.2M
Cerro Pacific Wealth Advisors LLC 1.06% Add +949.1% 18,537 $3.2M
G&S Capital LLC 1.32% Add +4.2% 13,763 $3.2M
Chokshi & Queen Wealth Advisors, Inc 1.97% — 13,705 $3.2M
Quent Capital, LLC 0.33% Reduce -3.8% 13,601 $3.2M
Himension Capital (singapore) Pte. LTD. 0.22% Reduce -71.1% 13,589 $3.2M
Meridian Wealth Advisors, LLC 0.52% Reduce -12.2% 13,537 $3.1M
Optimum Investment Advisors 1.38% Add +2.9% 13,519 $3.1M
Panoramic Capital, LLC 2.49% — 13,500 $3.1M
Howard Financial Services, LTD. 0.42% Add +20.5% 13,456 $3.1M
OV Management LLC 1.45% Add +5.9% 13,443 $3.1M
Doliver Advisors, LP 0.87% Reduce -14.6% 13,440 $3.1M
Cercano Management LLC 0.08% No change 13,440 $3.1M
Herold Advisors, Inc. 0.68% Reduce -7.0% 13,434 $3.1M
West Family Investments, Inc. 1.08% Reduce -1.5% 13,427 $3.1M
Murphy & Mullick Capital Management Corp 2.86% — 13,407 $3.1M
Oakworth Capital, Inc. 0.21% Reduce -3.3% 13,342 $3.1M
Hartford Financial Management Inc. 0.63% Reduce -0.1% 13,322 $3.1M
Regent Peak Wealth Advisors LLC 0.69% Add +3.0% 13,309 $3.1M
Matrix Trust Co 0.54% Reduce -30.4% 13,302 $3.1M
Ignite Planners, LLC 0.68% Reduce -6.9% 13,252 $3.1M
Relyea Zuckerberg Hanson LLC 0.41% Add +13.6% 13,277 $3.1M
St. Louis Financial Planners Asset Management, LLC 2.20% Reduce -1.3% 13,150 $3.0M
Measured Wealth Private Client Group, LLC 0.98% Reduce -27.4% 13,114 $3.0M
Lederer & Associates Investment Counsel 2.12% Reduce -10.7% 13,112 $3.0M
Pictet North America Advisors SA 0.29% Add +0.8% 13,111 $3.0M
Money Concepts Capital Corp. 0.23% Reduce -17.8% 13,098 $3.0M
IronOak Wealth LLC. 3.40% — 13,092 $3.0M
Y.D. More Investments Ltd 0.27% Add +68.8% 13,064 $3.0M
Millennium Capital Advisors, LLC 2.06% Reduce -7.3% 13,009 $3.0M
Mattson Financial Services, LLC 0.96% Add +1110.8% 17,460 $3.0M
Generation Capital Management LLC 2.58% — 12,990 $3.0M
Abundance Wealth Counselors 0.65% Add +6.8% 12,887 $3.0M
First American Trust, FSB 0.30% Add +0.9% 12,857 $3.0M
Two Sigma Securities, LLC 0.54% New 12,844 $3.0M
Cypress Capital, LLC 0.85% Reduce -24.4% 12,832 $3.0M
Austin Private Wealth, LLC 0.28% Reduce -10.9% 12,800 $3.0M
Bell Bank 0.22% Add +1.3% 12,798 $3.0M
Prudent Man Advisors, LLC 1.08% Reduce -7.0% 12,785 $3.0M
Castellan Group 1.28% Reduce -26.4% 12,781 $3.0M
Schorn Wealth LLC 0.96% Reduce -0.0% 12,771 $3.0M
Parkside Advisors LLC 0.70% Add +77.1% 12,750 $3.0M
Buckley Wealth Management, LLC 0.90% Reduce -0.1% 12,738 $3.0M
Defined Wealth Management, LLC 1.95% Add +0.4% 12,712 $2.9M
Carolinas Wealth Consulting LLC 0.58% Reduce -4.8% 12,709 $2.9M
Precision Wealth Strategies, LLC 2.28% Add +7.1% 12,707 $2.9M
Aviso Wealth Management 1.50% Add +0.6% 12,706 $2.9M
Transatlantique Private Wealth LLC 1.12% Add +1.4% 12,698 $2.9M
Darwin Wealth Management, LLC 0.99% Reduce -20.3% 12,662 $2.9M
Aspetuck Financial Management LLC 2.29% — 12,650 $2.9M
Jeppson Wealth Management, LLC 1.06% Reduce -1.0% 12,642 $2.9M
Regal Investment Advisors LLC 0.22% Reduce -15.0% 12,628 $2.9M
Cetera Trust Company, N.A 1.90% Reduce -0.2% 12,610 $2.9M
Peddock Capital Advisors, LLC 0.70% Reduce -2.6% 12,607 $2.9M
Manchester Capital Management LLC 0.34% Reduce -6.6% 12,593 $2.9M
NCP Inc. 1.49% Add +63.1% 12,558 $2.9M
CYBER HORNET ETFs LLC 2.79% Add +2.9% 12,537 $2.9M
Hilltop Partners LLC 0.99% Add +4.0% 12,529 $2.9M
Otter Creek Advisors, LLC 2.00% Reduce -51.7% 12,505 $2.9M
SRN Advisors, LLC 2.58% Reduce -6.6% 12,494 $2.9M
Geller Advisors LLC 0.19% Reduce -31.5% 12,458 $2.9M
Taylor & Morgan Wealth Management, LLC 2.03% Reduce -11.3% 12,457 $2.9M
First National Bank of Hutchinson 1.75% Add +2.1% 12,450 $2.9M
Emerald Advisers, LLC 0.11% Reduce -2.1% 12,401 $2.9M
Abound Wealth Management 0.92% Add +0.3% 12,400 $2.9M
Graphene Investments SAS 1.99% Reduce -24.4% 12,400 $2.9M
AAFMAA Wealth Management & Trust LLC 1.26% Reduce -5.3% 12,386 $2.9M
Garde Capital, Inc. 0.19% Add +11.3% 12,377 $2.9M
Aspire Private Capital, LLC 0.71% Add +25.0% 12,362 $2.9M
Virtus Wealth Solutions LLC 0.68% — 12,361 $2.9M
GoalVest Advisory LLC 0.79% Reduce -5.6% 12,360 $2.9M
HCR Wealth Advisors 0.36% Add +0.4% 12,322 $2.9M
Leelyn Smith, LLC 0.51% Reduce -6.4% 12,311 $2.9M
Taika Capital, LP 2.17% Reduce -57.7% 12,299 $2.9M
BKM Wealth Management, LLC 1.17% Add +36.3% 12,258 $2.8M
Ted Buchan & Co 1.34% Add +7.3% 12,228 $2.8M
One Wealth Capital Management, LLC 1.44% — 12,219 $2.8M
Redwood Wealth Management Group, LLC 1.38% Reduce -28.4% 12,201 $2.8M
J. W. Coons Advisors, LLC 0.73% Reduce -6.9% 12,198 $2.8M
Quantessence Capital LLC 1.16% — 12,169 $2.8M
Center For Asset Management LLC 1.82% Add +1.0% 12,156 $2.8M
Parisi Gray Wealth Management 0.90% Add +4.1% 12,153 $2.8M
Bedell Frazier Investment Counselling, LLC 0.70% Reduce -9.1% 12,147 $2.8M
Campbell & CO Investment Adviser LLC 0.22% New 12,141 $2.8M
Southern Capital Advisors, LLC 1.56% Reduce -0.3% 12,135 $2.8M
Dudley Capital Management, LLC 1.43% Add +8.9% 12,070 $2.8M
South Street Advisors LLC 0.43% New 12,070 $2.8M
Patron Partners, LLC 1.52% Reduce -0.7% 12,068 $2.8M
LCM Capital Management Inc 1.58% Add +9.7% 12,066 $2.8M
Navalign, LLC 0.82% Reduce -2.4% 12,044 $2.8M
Eads & Heald Wealth Management 1.37% Reduce -4.3% 12,044 $2.8M
Value Partners Investments Inc. 1.57% Add +3.0% 12,021 $2.8M
Operose Advisors LLC 0.95% Add +87.0% 11,996 $2.8M
SLT Holdings LLC 2.70% — 11,994 $2.8M
Caitlin John, LLC 1.89% Add +2.6% 11,987 $2.8M
Clarendon Private LLC 2.91% — 11,976 $2.8M
Woodard & Co. Asset Management Group Inc. 0.60% Add +4.4% 11,952 $2.8M
Fiera Capital Corp 0.01% Reduce -7.0% 11,947 $2.8M
SMART Wealth LLC 0.98% Add +210.4% 11,918 $2.8M
Park National Corp. 0.10% Add +8.9% 11,912 $2.8M
Jacobi Capital Management LLC 0.21% Add +7.4% 11,907 $2.8M
First County Bank 1.54% Reduce -11.5% 11,902 $2.8M
LaSalle St. Investment Advisors, LLC 0.85% Add +141.8% 11,886 $2.8M
Affinity Investment Advisors, LLC 2.29% Reduce -9.6% 11,851 $2.7M
Stiles Financial Services Inc 0.99% Reduce -2.3% 11,846 $2.7M
Seeds Investor LLC 0.78% Add +4.6% 11,812 $2.7M
Fortitude Advisory Group L.L.C. 1.65% Add +1.9% 11,809 $2.7M
Core Alternative Capital 0.57% Reduce -9.2% 11,792 $2.7M
SPC Financial, Inc. 0.24% Add +15.2% 11,756 $2.7M
Lazari Capital Management, Inc. 1.08% Add +13.8% 11,666 $2.7M
Belmont Capital, LLC 0.44% No change 11,615 $2.7M
Rainier Family Wealth Inc. 3.25% — 11,600 $2.7M
Grove Bank & Trust 0.37% Add +9.7% 11,579 $2.7M
Arax Advisory Partners 0.17% Add +39.2% 11,568 $2.7M
Cary Street Partners Investment Advisory LLC 1.75% Reduce -79.0% 11,541 $2.7M
Guinness Atkinson Asset Management Inc 1.36% Add +8.3% 11,508 $2.7M
GDS Wealth Management 0.24% Add +7.1% 11,504 $2.7M
Aspiriant, LLC 0.10% Add +6.2% 11,477 $2.7M
Chapin Davis, Inc. 0.87% No change 15,413 $2.7M
Cromwell Holdings LLC 1.53% Add +1.3% 11,465 $2.7M
Kane Investment Management, Inc. 1.48% — 11,420 $2.6M
Wisconsin Wealth Advisors, LLC 3.90% — 11,414 $2.6M
Trust Co. of Oklahoma 0.85% Add +2.8% 11,413 $2.6M
ABLE Financial Group, LLC 0.78% Reduce -0.8% 11,409 $2.6M
Joel Isaacson & Co., LLC 0.12% Reduce -3.3% 11,385 $2.6M
New Vernon Investment Management LLC 3.48% Add +700.4% 88,047 $2.6M
Richard P Slaughter Associates Inc 0.59% Reduce -26.9% 11,365 $2.6M
Genesee Capital Advisors, LLC 1.23% Reduce -8.5% 11,363 $2.6M
Ti-Trust, Inc. 1.76% No change 11,350 $2.6M
GS Investments, Inc. 1.19% Reduce -1.1% 11,345 $2.6M
Capital Asset Advisory Services LLC 0.13% Add +1.5% 11,296 $2.6M
EDENTREE ASSET MANAGEMENT Ltd 0.76% Reduce -9.0% 11,314 $2.6M
Iron Gate Global Advisors LLC 0.37% Add +351.4% 11,286 $2.6M
Balboa Wealth Partners 0.60% Reduce -12.7% 11,263 $2.6M
West Wealth Group, LLC 0.78% Add +16.1% 11,233 $2.6M
Prosperity Financial Group, Inc. 1.30% Add +15.9% 11,209 $2.6M
Cordgrass Capital Advisors, LLC 0.75% Reduce -3.0% 11,198 $2.6M
Altfest L J & Co. Inc. 0.33% Add +93.6% 11,178 $2.6M
Tennessee Valley Asset Management Partners 0.43% Reduce -13.6% 11,162 $2.6M
Amplius Wealth Advisors, LLC 0.26% Add +1.2% 11,110 $2.6M
Chilton Capital Management LLC 0.11% Reduce -4.5% 11,101 $2.6M
Hardy Reed LLC 0.23% Reduce -2.7% 11,086 $2.6M
Cookson Peirce & Co. Inc. 0.12% Reduce -0.1% 11,067 $2.6M
Caxton Associates LP 0.08% Add +1.6% 11,035 $2.6M
Crumly & Associates Inc. 0.70% Reduce -0.2% 11,011 $2.6M
Mindset Wealth Management, LLC 0.93% Add +3.5% 10,972 $2.5M
Clare Market Investments LLC 0.60% Reduce -2.0% 10,970 $2.5M
Private Wealth Partners, LLC 0.19% Add +142.6% 10,970 $2.5M
Continuum Advisory, LLC 0.33% Add +1.6% 10,965 $2.5M
Webster Bank, N. A. 0.27% Add +2.4% 10,949 $2.5M
Trilogy Capital Inc. 0.13% Add +573.5% 10,945 $2.5M
Weaver C. Barksdale & Associates, Inc. 2.42% Reduce -26.6% 10,932 $2.5M
Connective Portfolio Management, LLC 3.77% Add +60.6% 10,920 $2.5M
Bingham Private Wealth, LLC 2.69% — 10,907 $2.5M
Wealth Management Associates, Inc. 1.08% Reduce -4.0% 10,890 $2.5M
SkyOak Wealth, LLC 0.54% No change 10,870 $2.5M
Reynders McVeigh Capital Management, LLC 0.13% Reduce -2.3% 10,870 $2.5M
PAX Financial Group, LLC 0.45% Add +111.9% 10,847 $2.5M
Chesapeake Asset Management LLC 2.34% Reduce -6.6% 10,820 $2.5M
Fca Corp. 0.78% Add +0.7% 10,792 $2.5M
Oxbow Advisors, LLC 0.30% Add +0.7% 10,790 $2.5M
Leeward Financial Partners, LLC 0.89% Reduce -36.9% 10,743 $2.5M
Stamos Capital Partners, L.P. 0.58% Reduce -31.7% 10,710 $2.5M
Hazlett, Burt & Watson, Inc. 1.10% Add +2.8% 10,715 $2.5M
Onyx Bridge Wealth Group LLC 0.36% Reduce -9.1% 10,699 $2.5M
Obsidian Cio, LLC 0.45% Add +14.2% 10,692 $2.5M
Main Management ETF Advisors, LLC 0.11% Reduce -8.3% 10,680 $2.5M
Advus Financial Partners, LLC 0.70% Add +4.2% 10,673 $2.5M
Personal Cfo Solutions, LLC 0.49% Reduce -3.4% 10,667 $2.5M
Wambolt & Associates, LLC 0.79% Add +125.8% 10,666 $2.5M
Caldwell Investment Management Ltd. 1.67% Add +144.2% 10,500 $2.5M
SP Asset Management LLC 0.20% Add +0.3% 10,541 $2.4M
Gsa Capital Partners LLP 0.18% New 10,536 $2.4M
MBL Wealth, LLC 0.25% Reduce -1.5% 10,517 $2.4M
Snider Financial Group 0.75% New 10,509 $2.4M
Lewis Asset Management, LLC 1.86% Add +1.0% 10,500 $2.4M
44 Wealth Management LLC 0.93% Reduce -6.7% 10,484 $2.4M
Central Bank & Trust Co. 0.37% Reduce -18.9% 10,476 $2.4M
Veracity Capital LLC 0.88% Add +7.8% 10,440 $2.4M
Piar LLC 2.38% — 10,420 $2.4M
Petra Financial Advisors Inc. 1.64% Add +0.4% 10,396 $2.4M
Raleigh Capital Management Inc. 0.93% Reduce -27.3% 10,375 $2.4M
Syntegra Private Wealth Group, LLC 0.27% Add +6.9% 10,363 $2.4M
First Financial Corp. 1.12% No change 10,340 $2.4M
First Interstate Bank 0.14% Reduce -1.0% 10,320 $2.4M
Lokken Investment Group LLC 1.03% Add +0.1% 10,319 $2.4M
Mirador Capital Partners LP 0.43% Reduce -10.8% 10,303 $2.4M
Fjell Capital, LLC 2.46% — 10,287 $2.4M
Quadcap Wealth Management, LLC 0.35% Reduce -7.3% 10,283 $2.4M
NBT Bank, N.A. 0.17% Reduce -23.0% 10,269 $2.4M
Western Financial Corp 1.31% Reduce -8.8% 10,250 $2.4M
Aft, Forsyth & Company, Inc. 1.16% No change 10,240 $2.4M
Castle Wealth Management LLC 0.93% Reduce -2.5% 10,235 $2.4M
Accel Wealth Management 0.90% Reduce -0.3% 10,234 $2.4M
Berger Financial Group, Inc 0.16% Add +0.8% 10,212 $2.4M
Warther Private Wealth, LLC 0.80% Reduce -40.0% 10,200 $2.4M
Fullcircle Wealth LLC 0.97% Reduce -15.3% 10,005 $2.4M
CFO4Life Group, LLC 0.41% Reduce -7.5% 10,171 $2.4M
Legacy Capital Wealth Management, LLC 2.34% — 10,171 $2.4M
Schnieders Capital Management LLC 0.47% Add +12.2% 10,150 $2.4M
Raelipskie Partnership 1.17% Add +0.3% 10,130 $2.3M
Brown Financial Advisors 0.94% Add +12.5% 10,125 $2.3M
XML Financial, LLC 0.22% Reduce -2.5% 10,124 $2.3M
Riverbend Wealth Management, LLC 2.09% — 10,089 $2.3M
Colonial Trust Co / SC 0.35% Add +14.6% 10,085 $2.3M
Boxwood Ventures, Inc. 3.13% New 10,082 $2.3M
BLB&B Advisors, LLC 0.12% Reduce -7.4% 10,078 $2.3M
Olistico Wealth, LLC 1.36% Reduce -4.8% 10,078 $2.3M
Cornerstone Wealth Management, LLC 0.16% Add +3.4% 10,078 $2.3M
Guyasuta Investment Advisors Inc. 0.15% Reduce -3.5% 10,074 $2.3M
Select Equity Group, L.P. 0.01% Reduce -65.8% 10,068 $2.3M
Lavaca Capital LLC 1.02% Add +13.6% 10,066 $2.3M
Forza Wealth Management, LLC 1.06% Reduce -9.1% 10,020 $2.3M
Harmony Asset Management LLC 0.92% Reduce -13.7% 10,017 $2.3M
Allegheny Financial Group 0.60% Add +0.6% 10,006 $2.3M
Ariadne Wealth Management, LP 1.06% Add +7.3% 9,860 $2.3M
AXS Investments LLC 0.65% Add +7.4% 9,992 $2.3M
Oliver Lagore Vanvalin Investment Group 0.59% Reduce -12.8% 9,970 $2.3M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.76% Add +19.3% 9,942 $2.3M
Investment House LLC 0.13% Reduce -2.9% 9,930 $2.3M
Prestige Wealth Management Group LLC 0.48% Add +1.2% 9,909 $2.3M
Sandbox Financial Partners, LLC 0.76% Reduce -8.3% 9,853 $2.3M
Sky Investment Group LLC 0.43% Reduce -0.0% 9,793 $2.3M
Argus Investors' Counsel, Inc. 1.51% Reduce -8.3% 9,775 $2.3M
Wealth Management Partners, LLC 0.98% Add +2.6% 9,747 $2.3M
Safeguard Investment Advisory Group, LLC 0.62% Add +5.9% 9,737 $2.3M
Triad Wealth Partners, LLC 0.81% New 9,718 $2.3M
Red Mountain Financial, LLC 2.42% Reduce -7.9% 9,716 $2.3M
Smart Portfolios, LLC 2.36% Reduce -5.7% 9,712 $2.3M
Freedom Investment Management, Inc. 0.19% Add +5.8% 9,673 $2.2M
Nicolet Advisory Services, LLC 0.21% Add +9.9% 9,989 $2.2M
Watts Gwilliam & Co., LLC 0.47% Add +21.8% 9,763 $2.2M
Green Alpha Advisors, LLC 1.79% Reduce -6.9% 9,620 $2.2M
Accent Capital Management, LLC 1.27% No change 9,593 $2.2M
Octavia Wealth Advisors, LLC 0.27% Add +0.8% 9,588 $2.2M
Sivia Capital Partners, LLC 1.10% Add +0.6% 9,584 $2.2M
TFR Capital, LLC. 1.10% — 9,562 $2.2M
Vanguard Capital Wealth Advisors 2.42% Reduce -1.1% 9,545 $2.2M
Windsor Capital Management, LLC 0.66% Reduce -1.8% 9,534 $2.2M
YANKCOM Partnership 1.18% — 9,513 $2.2M
Cullinan Associates Inc. 0.14% Reduce -30.1% 9,500 $2.2M
Peak Asset Management, LLC 0.41% No change 9,480 $2.2M
AGH Wealth Advisors, LLC 2.04% — 9,472 $2.2M
Richard W. Paul & Associates, LLC 0.80% Reduce -6.4% 9,423 $2.2M
Cravens & Co Advisors, LLC 1.66% Reduce -23.3% 9,422 $2.2M
Malaga Cove Capital, LLC 0.86% Add +1.1% 9,399 $2.2M
TBH Global Asset Management, LLC 0.52% Add +3.5% 9,381 $2.2M
Ellsworth Advisors, LLC 0.57% New 9,379 $2.2M
Iams Wealth Management, LLC 0.99% Add +85.2% 9,367 $2.2M
NJ State Employees Deferred Compensation Plan 0.26% No change 9,360 $2.2M
Gradient Capital Advisors, LLC 0.70% Reduce -4.5% 9,360 $2.2M
Paragon Private Wealth Management, LLC 1.00% Add +17.5% 9,353 $2.2M
Vista Cima Wealth Management LLC 2.25% — 9,346 $2.2M
Second Line Capital, LLC 0.58% Reduce -52.2% 9,313 $2.2M
Aspen Wealth Strategies, LLC 1.38% Reduce -1.9% 9,311 $2.2M
Beacon Financial Group 0.23% Reduce -3.3% 9,300 $2.2M
Financial & Tax Architects, LLC 0.55% Add +10.6% 9,280 $2.2M
Natural Investments, LLC 0.60% — 9,279 $2.2M
Allred Capital Management, LLC 0.83% Reduce -5.8% 9,272 $2.1M
Thrive Capital Management, LLC 0.98% Add +86.8% 9,268 $2.1M
Bulltick Wealth Management, LLC 0.51% Add +19.8% 9,251 $2.1M
Nan Shan Life Insurance Co., Ltd. 0.05% Reduce -84.3% 9,248 $2.1M
FSM Wealth Advisors, LLC 0.52% Reduce -0.9% 9,340 $2.1M
SYM FINANCIAL Corp 0.28% Add +2.5% 9,232 $2.1M
BTG Pactual Asset Management US LLC 0.28% Reduce -12.3% 9,228 $2.1M
LeClair Wealth Partners LLC 1.42% — 9,216 $2.1M
Apriem Advisors 0.24% Reduce -4.4% 9,194 $2.1M
IMA Advisory Services, Inc. 0.26% Add +609.3% 9,185 $2.1M
Burns J W & Co. Inc. 0.27% Add +31.3% 9,180 $2.1M
Hixon Zuercher, LLC 0.82% Reduce -2.6% 9,179 $2.1M
Goodman Advisory Group, LLC 0.63% Reduce -12.1% 9,169 $2.1M
DGS Capital Management, LLC 0.53% Add +9.6% 9,163 $2.1M
State of Wyoming 0.27% Add +103.6% 9,152 $2.1M
bLong Financial, LLC 1.74% — 9,120 $2.1M
Summit Place Financial Advisors, LLC 1.20% Reduce -7.1% 9,107 $2.1M
HighVista Strategies LLC 0.78% Add +2.3% 9,100 $2.1M
Oasis Management Co Ltd. 0.74% No change 9,090 $2.1M
Scientech Research LLC 0.60% Reduce -14.0% 9,088 $2.1M
Park Square Financial Group, LLC 1.46% — 9,082 $2.1M
GWN Securities Inc. 0.56% — 8,648 $2.1M
TrinityBridge Ltd 0.06% No change 9,068 $2.1M
Baldwin Wealth Partners LLC 0.15% Add +1.1% 9,064 $2.1M
Ashton Thomas Securities, LLC 0.58% Add +12.7% 9,091 $2.1M
Twin Focus Capital Partners, LLC 0.31% Reduce -33.1% 9,050 $2.1M
Weatherly Asset Management L. P. 0.19% Add +134.5% 9,049 $2.1M
AlphaMark Advisors, LLC 0.91% Add +1.9% 9,045 $2.1M
Aprio Wealth Management, LLC 0.31% Reduce -2.8% 9,024 $2.1M
Williamson Legacy Group, LLC 1.38% Reduce -46.5% 8,961 $2.1M
Atlanta Consulting Group Advisors, LLC 0.77% Reduce -7.0% 8,961 $2.1M
Marathon Mission, Inc. 1.41% Add +0.7% 8,959 $2.1M
WealthPlan Investment Management, LLC 0.20% Reduce -45.2% 8,934 $2.1M
Fermata Advisors, LLC 0.39% Add +12.2% 8,933 $2.1M
Retirement Guys Formula LLC 1.04% Reduce -0.3% 8,927 $2.1M
Nicholas Wealth, LLC. 1.12% Add +14.1% 9,166 $2.1M
Wolf Group Capital Advisors 1.00% No change 2,380 $2.1M
Phillips Wealth Planners LLC 2.05% Reduce -20.3% 9,169 $2.1M
VestGen Investment Management 0.56% Reduce -34.0% 8,834 $2.0M
Park Edge Advisors, LLC 0.60% Add +6.3% 8,830 $2.0M
Correct Capital Wealth Management 0.41% Add +8.4% 8,826 $2.0M
Next Level Private LLC 0.82% Add +0.2% 8,817 $2.0M
Edgestream Partners, L.P. 0.09% Reduce -37.3% 8,805 $2.0M
Kathmere Capital Management, LLC 0.18% Add +19.6% 8,790 $2.0M
Invera Wealth Advisors, LLC 2.02% Reduce -7.7% 8,464 $2.0M
Core Wealth Partners LLC 1.16% Add +7.0% 8,743 $2.0M
Beaumont Asset Management, L.L.C. 1.17% Reduce -2.3% 8,709 $2.0M
Franchise Capital Ltd 0.94% New 8,700 $2.0M
Sabal Trust CO 0.12% Add +28.2% 8,690 $2.0M
Drake & Associates, LLC 0.57% Add +34.9% 8,942 $2.0M
Pathway Financial Advisors LLC 0.46% Reduce -0.6% 8,670 $2.0M
Midland Wealth Advisors, LLC 0.12% Reduce -4.0% 8,614 $2.0M
Clear Harbor Asset Management, LLC 0.16% Add +1.7% 8,607 $2.0M
Bullseye Investment Management, LLC 1.39% New 8,600 $2.0M
Asahi Life Asset Management Co., LTD. 1.22% Add +17.0% 8,600 $2.0M
Center for Financial Planning, Inc. 0.27% Add +1.0% 8,583 $2.0M
Orrstown Financial Services Inc. 0.53% Add +0.1% 8,564 $2.0M
New Republic Capital, LLC 1.30% Add +9.4% 8,556 $2.0M
Willner & Heller, LLC 1.74% Reduce -4.0% 8,554 $2.0M
Evernest Financial Advisors, LLC 0.51% Add +54.2% 8,531 $2.0M
Sharpepoint LLC 1.78% — 8,530 $2.0M
Biltmore Family Office, LLC 0.33% Reduce -6.1% 8,527 $2.0M
New Insight Wealth Advisors 0.99% Reduce -2.0% 8,522 $2.0M
Floyd Financial Group LLC 1.62% — 8,768 $2.0M
Klingman & Associates, LLC 0.12% Add +4.8% 8,470 $2.0M
Evermay Wealth Management LLC 0.30% Reduce -3.7% 8,456 $2.0M
Fi3 FINANCIAL ADVISORS, LLC 0.73% Add +1.3% 8,453 $2.0M
OmniStar Financial Group, Inc. 1.57% Add +2.2% 8,446 $2.0M
Carnegie Lake Advisors LLC 0.79% Reduce -8.9% 8,431 $2.0M
WMG Financial Advisors, LLC 0.84% Add +4.5% 8,420 $2.0M
McHugh Group, LLC 1.48% — 8,401 $1.9M
AlphaCore Capital LLC 0.42% Reduce -6.3% 8,395 $1.9M
Beacon Bank & Trust 0.45% Add +39.8% 8,392 $1.9M
Seed Wealth Management, Inc. 1.57% No change 8,380 $1.9M
JSF Financial, LLC 0.52% Add +18.9% 8,346 $1.9M
SignalPoint Asset Management, LLC 0.47% Reduce -6.7% 8,334 $1.9M
Five Oceans Advisors 0.88% Reduce -0.1% 8,314 $1.9M
Mill Creek Capital Advisors, LLC 0.05% Add +36.6% 8,304 $1.9M
Bank Ozk 0.80% Add +0.7% 8,302 $1.9M
Cadent Capital Advisors, LLC 0.67% No change 8,299 $1.9M
Nicholson Wealth Management Group, LLC 1.28% Add +329.2% 8,293 $1.9M
Legacy Edge Advisors, LLC 0.30% Add +1.3% 8,144 $1.9M
Pure Financial Advisors, LLC 0.04% Reduce -8.3% 8,267 $1.9M
Total Wealth Planning & Management, Inc. 1.88% — 8,251 $1.9M
Peterson Wealth Management 1.14% New 8,246 $1.9M
J.Safra Asset Management Corp 0.16% Add +77.1% 8,111 $1.9M
Financial Engines Advisors L.L.C. 0.00% Add +326.3% 8,219 $1.9M
Financial Advisors Network, Inc. 0.32% — 8,212 $1.9M
Plancorp, LLC 0.08% Add +21.1% 8,193 $1.9M
Baker Tilly Wealth Management, LLC 0.74% Add +2.5% 8,188 $1.9M
D'Orazio & Associates, Inc. 0.28% Reduce -0.8% 8,188 $1.9M
Summit X, LLC 0.42% Add +2767.4% 8,172 $1.9M
Canvas Wealth Advisors, LLC 0.48% Add +0.9% 8,165 $1.9M
Ceeto Capital Group, LLC 0.70% No change 8,150 $1.9M
KKM Financial LLC 0.79% Reduce -0.1% 8,145 $1.9M
McAdam, LLC 0.10% Add +88.6% 8,131 $1.9M
Jacobsen Capital Management 0.80% Add +1.7% 8,129 $1.9M
Guerra Advisors Inc 1.04% — 8,126 $1.9M
Thompson David Blair 1.37% — 8,123 $1.9M
RIA Advisory Group LLC 0.64% Add +27.6% 8,119 $1.9M
Matrix Private Capital Group LLC 1.07% Reduce -0.6% 8,099 $1.9M
Park Place Capital Corp 0.53% Reduce -28.0% 8,091 $1.9M
Wagner Wealth Management, LLC 0.48% Add +2.0% 8,077 $1.9M
TFB Advisors LLC 0.54% Add +11.9% 8,076 $1.9M
Grant Private Wealth Management Inc 2.02% — 8,062 $1.9M
M.E. Allison & Co., Inc. 2.05% — 8,031 $1.9M
Sara-Bay Financial 0.69% Reduce -1.5% 7,904 $1.9M
Deseret Mutual Benefit Administrators 0.92% Reduce -10.8% 8,028 $1.9M
Smith, Moore & Co. 0.17% Reduce -1.5% 8,021 $1.9M
PGIM Custom Harvest LLC 0.04% Reduce -0.5% 8,018 $1.9M
Heritage Wealth Management, Inc. 0.62% Add +1.0% 8,013 $1.9M
Kennebec Savings Bank 1.87% Reduce -11.1% 8,245 $1.9M
Sunpointe, LLC 0.93% Add +15.7% 8,004 $1.9M
Magnolia Capital Management Ltd. 1.47% No change 8,000 $1.9M
Everest Private Wealth 1.63% — 8,000 $1.9M
Vantage Wealth 0.40% No change 8,000 $1.9M
Revolve Wealth Partners, LLC 0.27% Add +10.4% 7,997 $1.9M
Annis Gardner Whiting Capital Advisors, LLC 0.52% Reduce -0.9% 7,995 $1.9M
Strait & Sound Wealth Management LLC 0.86% Add +0.5% 7,991 $1.9M
Enterprise Financial Services Corp 1.03% Add +0.4% 7,990 $1.9M
Riverview Trust Co 1.69% No change 7,977 $1.8M
Womack Financial LLC 1.64% — 7,970 $1.8M
Sunbeam Capital Management, LLC 1.71% — 7,962 $1.8M
Capital Market Strategies LLC 1.07% Add +0.2% 7,960 $1.8M
Howland Capital Management LLC 0.08% Add +6.6% 7,942 $1.8M
Outlook Wealth Advisors, LLC 0.53% Add +1.8% 7,938 $1.8M
Moloney Securities Asset Management, LLC 0.25% Reduce -22.8% 7,933 $1.8M
JLB & Associates Inc. 0.25% Add +10.0% 7,902 $1.8M
Bright Futures Wealth Management, LLC. 1.64% Reduce -52.0% 8,864 $1.8M
Intellectus Partners, LLC 0.40% No change 7,860 $1.8M
Teamwork Financial Advisors, LLC 0.24% Reduce -37.8% 7,860 $1.8M
Root Financial Partners, LLC 0.23% Add +71.5% 7,829 $1.8M
Blackhawk Capital Partners, LLC 0.94% Reduce -45.1% 7,787 $1.8M
McDonough Capital Management, Inc 1.11% New 7,775 $1.8M
49 Wealth Management, LLC 0.26% Add +1.6% 7,774 $1.8M
Greykasell Wealth Strategies, Inc. 1.00% — 7,762 $1.8M
MRA Advisory Group 0.95% Reduce -17.9% 7,760 $1.8M
PUREfi Wealth, LLC 1.76% — 7,758 $1.8M
Apeiron RIA LLC 0.50% Add +30.8% 7,753 $1.8M
Elevated Capital Advisors, LLC 0.49% Reduce -9.9% 7,748 $1.8M
Seven Mile Advisory 1.15% Add +11.8% 7,746 $1.8M
Commonwealth Financial Services, LLC 0.35% Add +14.8% 7,732 $1.8M
Proffitt & Goodson Inc. 0.30% Add +0.1% 7,730 $1.8M
Clear Creek Financial Management, LLC 0.19% Add +12.2% 7,698 $1.8M
Machina Capital S.A.S. 0.75% Reduce -18.3% 7,679 $1.8M
Verum Partners LLC 0.51% Add +2.1% 7,677 $1.8M
Severin Investments, LLC 1.77% — 7,671 $1.8M
Mosaic Financial Group, LLC 1.27% Reduce -1.3% 7,661 $1.8M
Ausdal Financial Partners, Inc. 0.15% Add +24.7% 7,642 $1.8M
Redhawk Wealth Advisors, Inc. 0.24% Add +17.2% 7,642 $1.8M
White Knight Strategic Wealth Advisors, LLC 0.74% Add +100.0% 7,640 $1.8M
Hartford Funds Management Co LLC 0.16% Add +8.9% 7,638 $1.8M
Chemung Canal Trust Co. 0.37% New 7,625 $1.8M
Fidelity D & D Bancorp Inc. 1.17% No change 7,610 $1.8M
Legacy Wealth Management, LLC / MS 0.70% Reduce -20.6% 7,604 $1.8M
Fox Hill Wealth Management 0.99% Reduce -14.3% 7,588 $1.8M
Davidson Trust Co. 0.90% Add +1.9% 7,582 $1.8M
Fort Sheridan Advisors LLC 0.26% Add +12.3% 7,558 $1.8M
Lighthouse Investment Partners, LLC 0.07% Add +88.2% 7,529 $1.7M
CMT Capital Markets Trading GmbH 1.04% Reduce -81.0% 7,521 $1.7M
Keystone Financial Group 0.17% Add +10.9% 7,514 $1.7M
JT Stratford LLC 0.29% Add +6.6% 7,505 $1.7M
Interchange Capital Partners, LLC 0.63% Add +4.1% 7,502 $1.7M
Sachetta, LLC 0.69% Reduce -6.8% 7,497 $1.7M
Lester Murray Antman dba SimplyRich 0.50% Reduce -0.5% 7,486 $1.7M
Roehl & Yi Investment Advisors, LLC 0.95% — 7,475 $1.7M
Fortress Private Ledger, LLC 1.06% — 7,456 $1.7M
Spartan Planning & Wealth Management 1.58% — 7,454 $1.7M
Carlson Capital Management 0.08% Add +6.5% 7,433 $1.7M
Ramirez Asset Management, Inc. 0.35% No change 7,430 $1.7M
Excalibur Management Corp. 0.68% Reduce -0.8% 7,407 $1.7M
Oxford Financial Group, LTD. LLC 0.11% Reduce -3.1% 7,405 $1.7M
Veltria Advisors Corp. 0.71% Add +1.1% 7,385 $1.7M
Hamilton Capital, LLC 0.13% Reduce -30.8% 7,367 $1.7M
Range Financial Group LLC 0.79% Add +106.7% 7,348 $1.7M
Quantum Financial Advisors, LLC 0.26% Reduce -8.6% 7,327 $1.7M
Prairie Wealth Advisors, Inc. 0.82% Add +0.3% 7,315 $1.7M
Tiemann Investment Advisors, LLC 0.75% Add +1.0% 7,305 $1.7M
Insight Wealth Partners, LLC 1.07% Add +0.4% 7,286 $1.7M
Meridian Financial Partners LLC 0.89% Add +2.4% 7,280 $1.7M
Whalerock Point Partners, LLC 0.40% Add +14.7% 7,227 $1.7M
Wedge Capital Management L L P 0.03% No change 7,209 $1.7M
Chatham Capital Group, Inc. 0.27% Add +2.0% 7,200 $1.7M
Wealth Dimensions Group, Ltd. 0.41% Add +78.0% 7,195 $1.7M
Asset Allocation & Management Company, LLC 0.91% Add +57.3% 7,190 $1.7M
Creekmur Asset Management LLC 0.38% Reduce -35.3% 7,176 $1.7M
Courier Capital LLC 0.11% Add +6.4% 7,158 $1.7M
Renasant Bank 1.07% Reduce -6.2% 7,153 $1.7M
Plan Group Financial, LLC 0.87% Add +8.2% 7,141 $1.7M
Valmark Advisers, Inc. 0.03% Add +3.1% 7,136 $1.7M
Arbor Capital Management Inc. 1.62% Reduce -17.5% 8,064 $1.6M
Summit Wealth Partners, LLC 0.34% Add +23.1% 7,103 $1.6M
Global Trust Asset Management, LLC 0.62% Add +0.5% 7,096 $1.6M
Clal Insurance Enterprises Holdings Ltd 0.01% Reduce -16.7% 7,082 $1.6M
Zullo Investment Group, Inc. 0.66% Add +0.0% 7,073 $1.6M
Sargent Investment Group, LLC 0.27% Add +82.9% 7,279 $1.6M
Braun-Bostich & Associates Inc. 1.18% Reduce -9.9% 7,063 $1.6M
Quantum Portfolio Management LLC 0.88% Add +196.0% 7,048 $1.6M
Means Investment Co., Inc. 0.17% Add +14.1% 7,010 $1.6M
LexAurum Advisors, LLC 0.32% Add +10.8% 7,010 $1.6M
DCF Advisers, LLC 0.82% Add +40.0% 7,000 $1.6M
Sulzberger Capital Advisors, Inc. 1.85% — 6,977 $1.6M
Fiduciary Group, LLC 0.16% Add +2.4% 6,970 $1.6M
Dogwood Wealth Management LLC 0.85% Reduce -5.5% 6,969 $1.6M
Warren Street Wealth Advisors, LLC 0.66% Add +7.4% 6,961 $1.6M
Tobam 0.49% Reduce -42.5% 6,934 $1.6M
IMS Capital Management 0.75% Add +3.8% 6,934 $1.6M
Keyes, Stange & Wooten Wealth Management, LLC 0.95% Reduce -0.3% 6,932 $1.6M
Gould Asset Management LLC 0.34% Add +2.1% 6,925 $1.6M
Integrity Alliance, Llc. 0.17% — 6,910 $1.6M
Family Manage LLC 0.26% Add +1.4% 6,906 $1.6M
Driehaus Capital Management LLC 0.01% Reduce -22.9% 6,901 $1.6M
M3 Advisory Group, LLC 1.15% Add +0.8% 6,900 $1.6M
Saxony Capital Management, LLC 1.41% Add +3.9% 6,898 $1.6M
Seamount Financial Group Inc. 1.10% Add +1.6% 6,897 $1.6M
American State Bank (Iowa) 0.96% Reduce -3.6% 6,893 $1.6M
Invenio Wealth Partners LLC 0.67% Reduce -1.5% 6,870 $1.6M
Avantra Family Wealth, Inc. 1.49% — 6,869 $1.6M
Capital Advisors, Ltd. LLC 0.20% Add +1.2% 6,866 $1.6M
Empire Life Investments Inc. 0.10% New 6,866 $1.6M
Cahaba Wealth Management, Inc. 0.13% Reduce -0.4% 6,849 $1.6M
Abel Hall, LLC 1.01% Add +2.3% 6,842 $1.6M
MKT Advisors LLC 0.69% Add +23.1% 6,654 $1.6M
Fairhaven Wealth Management, LLC 0.49% Add +1.5% 6,812 $1.6M
Traveka Wealth, LLC 0.87% Add +16.8% 6,800 $1.6M
Syntax Research, Inc. 1.13% Reduce -1.6% 6,792 $1.6M
Lantern Wealth Advisors, LLC 1.02% Reduce -6.0% 6,787 $1.6M
Allen Capital Group, LLC 0.19% Add +3.9% 6,774 $1.6M
Haven Private, LLC 0.88% — 6,762 $1.6M
Heritage Wealth Partners, LLC 1.96% Add +14.0% 6,742 $1.6M
Quad-Cities Investment Group, LLC 0.77% Reduce -14.1% 6,730 $1.6M
Florida Financial Advisors, LLC 0.70% Add +33.6% 6,717 $1.6M
Peninsula Wealth, LLC 0.27% Add +3.8% 6,711 $1.6M
Reyes Financial Architecture, Inc. 1.22% — 6,711 $1.6M
Sovran Advisors, LLC 0.22% — 6,913 $1.6M
Virtus Advisers, LLC 0.63% Add +14.6% 6,693 $1.6M
Financial Management Professionals, Inc. 0.20% Add +8.2% 6,678 $1.5M
SevenBridge Financial Group, LLC 0.29% Add +3.2% 6,576 $1.5M
Cidel Asset Management Inc. 0.10% Reduce -10.4% 6,658 $1.5M
Motiv8 Investments LLC 1.08% Add +28.0% 6,639 $1.5M
Fourpath Capital Management, LLC 0.28% Reduce -4.6% 6,634 $1.5M
General Partner, Inc. 0.93% No change 6,630 $1.5M
Kades & Cheifetz LLC 0.79% Add +0.8% 6,623 $1.5M
Alpha DNA Investment Management LLC 0.84% Reduce -4.6% 6,618 $1.5M
Paulson Wealth Management Inc. 0.42% Reduce -19.6% 6,618 $1.5M
FDx Advisors, Inc. 0.45% Reduce -14.9% 6,616 $1.5M
Latitude Advisors, LLC 0.86% Add +2.8% 6,614 $1.5M
Bryn Mawr Trust Advisors, LLC 0.08% Add +9.0% 6,602 $1.5M
Dearborn Partners LLC 0.06% Add +0.8% 6,593 $1.5M
Morton Brown Family Wealth, LLC 0.53% Reduce -10.5% 6,582 $1.5M
Centerpoint Advisory Group 1.47% — 6,570 $1.5M
Tranquility Partners, LLC 0.57% Add +10.0% 6,536 $1.5M
Peak Planning Group, LLC 0.63% Add +6.2% 6,532 $1.5M
Capital Insight Partners, LLC 0.26% Add +5.8% 6,526 $1.5M
Canandaigua National Bank & Trust Co. 0.15% Reduce -0.8% 6,520 $1.5M
Prentice Wealth Management LLC 0.44% Add +2.3% 6,502 $1.5M
J.P. Marvel Investment Advisors, LLC 0.25% No change 6,500 $1.5M
World Equity Group, Inc. 0.32% Add +9.9% 6,497 $1.5M
Canopy Partners, LLC 0.57% Reduce -0.8% 6,494 $1.5M
Wealth Group, Ltd. 0.97% Reduce -0.6% 6,481 $1.5M
Impact Partnership Wealth, LLC 0.30% Add +28.2% 6,478 $1.5M
Pine Valley Investments Ltd Liability Co 0.10% Add +2.0% 6,469 $1.5M
Miller Howard Investments Inc. 0.05% Add +226.5% 6,464 $1.5M
Ssi Investment Management LLC 0.54% Reduce -0.1% 6,461 $1.5M
Emerald Advisors, LLC 0.21% Add +10.6% 6,457 $1.5M
Elevatus Welath Management 0.51% Add +0.1% 6,451 $1.5M
Stratos Wealth Advisors, LLC 0.07% Reduce -37.6% 6,444 $1.5M
MADDEN SECURITIES Corp 0.60% Reduce -18.6% 6,443 $1.5M
Ipsen Advisor Group LLC 1.28% — 6,442 $1.5M
Winthrop Advisory Group LLC 0.18% Add +57.5% 6,439 $1.5M
Summit Financial Wealth Advisors, LLC 0.29% Reduce -1.1% 6,855 $1.5M
Fire Capital Management LLC 1.11% — 6,426 $1.5M
Red Door Wealth Management, LLC 0.23% Add +84.6% 6,422 $1.5M
Brucke Financial, Inc. 1.28% — 6,720 $1.5M
L.M. Kohn & Company 0.38% Reduce -0.7% 6,406 $1.5M
Benchmark Financial Wealth Advisors, LLC 0.47% Add +0.6% 6,391 $1.5M
Astoria Portfolio Advisors LLC. 0.53% Add +9.4% 6,576 $1.5M
Simplicity Wealth,LLC 0.31% Reduce -62.5% 6,332 $1.5M
ERn Financial, LLC 0.22% Add +4.5% 6,327 $1.5M
MN Wealth Advisors, LLC 0.82% Add +4.2% 6,303 $1.5M
Sage Rhino Capital LLC 0.32% Add +3.9% 6,283 $1.5M
Retireful, LLC 0.82% New 6,267 $1.5M
BIP Wealth, LLC 0.10% Add +7.1% 6,257 $1.5M
MJP Associates Inc. 0.26% Add +1.3% 6,247 $1.4M
Purkiss Capital Advisors LLC 1.25% — 6,229 $1.4M
Impact Investors, Inc 1.12% — 6,210 $1.4M
Roberts Glore & Co. Inc. 0.43% Reduce -1.3% 6,208 $1.4M
Athena Investment Management 0.83% Add +4.0% 6,181 $1.4M
United Advisor Group, LLC 0.28% Add +28.9% 6,172 $1.4M
Trail Ridge Investment Advisors, LLC 0.68% Add +5.2% 6,170 $1.4M
Bradyco, Inc. 0.88% — 6,150 $1.4M
Neo Ivy Capital Management 0.29% Add +9.1% 6,147 $1.4M
Cascade Investment Group, Inc. 1.02% Add +2.4% 6,127 $1.4M
BOS Asset Management, LLC 0.51% Reduce -6.4% 6,127 $1.4M
Peak Retirement Planning, Inc. 0.96% — 6,120 $1.4M
Marino, Stram & Associates LLC 0.31% Add +1.0% 6,119 $1.4M
Sage Private Wealth Group, LLC 1.06% Add +0.7% 6,096 $1.4M
Integral Investment Advisors, Inc. 0.46% No change 6,095 $1.4M
Carr Financial Group Corp 0.44% Add +3.7% 6,091 $1.4M
Strategic Advisors LLC 0.26% Add +55.0% 6,085 $1.4M
Osborne Partners Capital Management, LLC 0.08% Reduce -4.4% 6,075 $1.4M
Sunflower Bank, N.A. 0.39% Add +14.6% 6,067 $1.4M
Gries Financial LLC 0.25% Add +60.3% 6,064 $1.4M
Hoxton Planning & Management, LLC 0.54% Add +1.8% 6,060 $1.4M
Union Savings Bank 0.69% Reduce -8.1% 6,056 $1.4M
Thrive Wealth Management, LLC 0.25% Reduce -6.9% 6,049 $1.4M
Rothschild Capital Partners, LLC 0.34% New 6,027 $1.4M
Centric Wealth Management 0.38% No change 6,019 $1.4M
Chancellor Financial Group WB LP 1.12% — 6,016 $1.4M
Heritage Trust Co 0.16% — 6,015 $1.4M
Northwest Bancshares, Inc. 0.26% Reduce -0.3% 6,012 $1.4M
K.J. Harrison & Partners Inc 0.22% New 6,000 $1.4M
KPP Advisory Services LLC 0.33% Add +4.3% 5,999 $1.4M
Element Pointe Advisors, LLC 0.33% Add +10.5% 5,990 $1.4M
Holistic Financial Partners 0.69% Reduce -18.0% 5,984 $1.4M
Rosenberg Matthew Hamilton 0.36% Add +3.2% 5,982 $1.4M
ORG Partners LLC 0.19% Reduce -3.1% 5,968 $1.4M
Intrepid Financial Planning Group LLC 0.58% Reduce -0.7% 5,970 $1.4M
Hara Capital LLC 0.88% No change 5,960 $1.4M
Heritage Financial Services, LLC 0.18% Add +138.2% 5,946 $1.4M
Van Strum & Towne Inc. 0.48% Add +15.9% 5,935 $1.4M
Paladin Wealth, LLC 1.19% Add +5.9% 5,934 $1.4M
Rogco, LP 0.56% Reduce -6.4% 5,932 $1.4M
Sovereign Financial Group, Inc. 0.32% Add +15.1% 5,924 $1.4M
May Hill Capital, LLC 0.53% — 5,912 $1.4M
BluePointe Capital Management, LLC 0.78% Add +3.3% 5,905 $1.4M
Triton Financial Group Inc 0.85% Add +1.5% 5,873 $1.4M
Kozak & Associates, Inc. 0.31% Add +60.1% 5,847 $1.4M
Private Portfolio Partners LLC 0.25% Add +8.1% 5,864 $1.4M
Dover Advisors, LLC 0.78% Reduce -30.1% 5,862 $1.4M
Atom Investors LP 0.17% Reduce -65.7% 5,860 $1.4M
Texas Bank & Trust Co 0.56% — 5,855 $1.4M
Wintrust Investments LLC 1.19% Reduce -8.1% 5,856 $1.4M
Corundum Group, Inc. 0.51% Add +5.2% 5,837 $1.4M
Barr E S & Co. 0.08% Add +2.9% 5,836 $1.4M
Bantamac Capital, LLC 0.61% Reduce -3.0% 5,822 $1.3M
Trueblood Wealth Management, LLC 0.66% Add +4.6% 5,818 $1.3M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.23% Reduce -2.1% 5,815 $1.3M
Versant Capital Management, Inc 0.29% Add +46.1% 5,805 $1.3M
Uptick Partners, LLC 0.49% Reduce -1.3% 5,802 $1.3M
Andina Capital Management, LLC 1.09% Reduce -4.2% 5,764 $1.3M
Cassaday & Co Wealth Management LLC 0.04% Add +2.4% 5,757 $1.3M
Apexium Financial, LP 0.08% Reduce -23.8% 5,748 $1.3M
Boulder Wealth Advisors, LLC 0.69% Reduce -1.5% 5,743 $1.3M
Goldstone Financial Group, LLC 0.21% Add +20.8% 5,738 $1.3M
Curbstone Financial Management Corp 0.28% Add +5.3% 5,730 $1.3M
Long Run Wealth Advisors, LLC 0.32% Reduce -25.7% 5,729 $1.3M
Ethos Financial Group, LLC 0.17% Add +49.3% 5,712 $1.3M
Redwood Investment Management, LLC 0.13% Add +52.1% 5,700 $1.3M
US Asset Management LLC 1.18% Reduce -5.5% 5,691 $1.3M
WealthPLAN Partners, LLC 0.19% Add +12.9% 5,671 $1.3M
Signal Advisors Wealth, LLC 0.15% Reduce -64.5% 5,664 $1.3M
TCFG Wealth Management, LLC 0.66% Reduce -5.3% 5,642 $1.3M
Laidlaw Wealth Management LLC 0.57% Reduce -7.8% 5,614 $1.3M
Ewa, LLC 0.49% Add +3.5% 5,613 $1.3M
Liberty Wealth Management LLC 0.22% Reduce -0.8% 5,608 $1.3M
Townsend Asset Management Corp. /NC/ 0.47% Add +0.0% 5,604 $1.3M
Guild Investment Management, Inc. 1.41% No change 5,600 $1.3M
AllSquare Wealth Management LLC 0.75% No change 5,600 $1.3M
Delta Financial Group, Inc. 0.30% Reduce -10.5% 5,597 $1.3M
RFG Holdings, Inc. 0.43% Add +8.3% 5,580 $1.3M
Sax Wealth Advisors, LLC 0.10% Add +6.0% 5,588 $1.3M
Secure Asset Management, LLC 0.20% Add +16.2% 5,571 $1.3M
Angeles Investment Advisors, LLC 0.06% Reduce -7.2% 5,559 $1.3M
GC Wealth Management RIA, LLC 0.23% Reduce -24.1% 5,558 $1.3M
Forefront Wealth Partners, LLC 0.96% — 5,548 $1.3M
Stableford Capital II LLC 0.51% Reduce -1.4% 5,547 $1.3M
Financial Security Advisor, Inc. 0.33% Add +0.6% 5,528 $1.3M
Mason & Associates Inc 0.30% Add +22.1% 5,527 $1.3M
D.B. Root & Company, LLC 0.41% Add +3.6% 5,525 $1.3M
Leigh Baldwin & Co., LLC 1.08% — 5,521 $1.3M
KG Capital Management 0.41% Reduce -52.3% 5,508 $1.3M
Legacy Capital Wealth Partners, LLC 0.32% Reduce -50.1% 5,497 $1.3M
Verus Capital Partners, LLC 0.12% Add +3.0% 5,490 $1.3M
Parametrica Management Ltd 1.68% Reduce -24.9% 5,486 $1.3M
Boomfish Wealth Group, LLC 0.77% Reduce -0.5% 5,480 $1.3M
Notis-McConarty Edward 0.61% No change 5,475 $1.3M
LPWM LLC 0.41% Reduce -3.0% 5,453 $1.3M
Mitchell Sinkler & Starr 0.34% No change 5,440 $1.3M
Silvia McColl Wealth Management, LLC 0.94% Reduce -0.7% 5,430 $1.3M
Shelton Wealth Management, LLC 0.69% Add +3.3% 5,428 $1.3M
Blodgett Wealth Advisors, LLC 0.99% Add +23.1% 5,428 $1.3M
United Community Bank 0.49% Add +4.0% 5,425 $1.3M
Guardian Partners Inc. 0.13% — 5,475 $1.3M
Gold Investment Management Ltd. 0.53% Reduce -8.6% 5,402 $1.3M
DT Investment Partners, LLC 0.11% Add +0.9% 5,397 $1.3M
Integrated Investment Consultants, LLC 0.26% Add +0.9% 5,392 $1.3M
Redmond Asset Management, LLC 0.31% New 5,390 $1.2M
Wincap Financial LLC 1.27% — 5,387 $1.2M
EdgeRock Capital LLC 0.82% Add +6.1% 5,383 $1.2M
Cypress Wealth Services, LLC 0.25% Add +17.1% 5,379 $1.2M
Dohj, LLC 0.29% Add +2.1% 5,377 $1.2M
Synergy Financial Group, LTD 1.04% Reduce -16.1% 5,367 $1.2M
Cobblestone Capital Advisors LLC 0.07% Add +2.6% 5,362 $1.2M
WESPAC Advisors, LLC 0.91% Reduce -14.5% 5,361 $1.2M
Argyle Capital Management, LLC 0.49% Add +3.7% 5,358 $1.2M
First Community Trust NA 0.89% Add +8.3% 5,357 $1.2M
Indie Asset Partners, LLC 0.97% Add +0.1% 5,350 $1.2M
MRWM Advisors, LLC 0.97% — 5,341 $1.2M
TCI Wealth Advisors, Inc. 0.10% Reduce -8.6% 5,340 $1.2M
Rappaport Reiches Capital Management, LLC 0.32% Add +6.4% 5,321 $1.2M
Delta Investment Management, LLC 0.24% Add +6.8% 5,320 $1.2M
Addison Advisors LLC 0.34% Add +0.4% 5,310 $1.2M
Auxano Advisors, LLC 0.31% Add +8.2% 5,310 $1.2M
K2 Principal Fund, L.P. 0.61% Reduce -34.8% 5,300 $1.2M
RAM Investment Partners, LLC 0.30% Add +7.7% 5,293 $1.2M
Investors Asset Management of Georgia Inc. /Ga/ 0.60% No change 5,290 $1.2M
PFW Advisors LLC 0.38% — 5,289 $1.2M
First Affirmative Financial Network 0.71% Add +1.2% 5,288 $1.2M
BlackDiamond Wealth Management, LLC 0.71% Reduce -4.3% 5,279 $1.2M
Cornerstone Advisory, LLC 0.14% Add +17.6% 5,238 $1.2M
McGlone Suttner Wealth Management, Inc. 0.20% Reduce -30.1% 5,265 $1.2M
Blackston Financial Advisory Group, LLC 0.61% Add +21.1% 5,263 $1.2M
Opus Capital Group, LLC 0.15% Reduce -28.1% 5,258 $1.2M
Panoramic Capital Partners, LLC 1.07% — 5,238 $1.2M
Kensington Investment Counsel, LLC 0.51% Reduce -6.4% 5,230 $1.2M
Associated Banc-Corp 0.04% Reduce -44.7% 5,220 $1.2M
RiverFront Investment Group, LLC 0.03% Add +56.3% 5,214 $1.2M
Transce3nd, LLC 0.41% — 5,206 $1.2M
Lifestyle Asset Management, Inc. 0.66% Add +0.8% 5,191 $1.2M
Paladin Advisory Group, LLC 0.92% No change 5,190 $1.2M
Silphium Asset Management Ltd 0.44% New 5,180 $1.2M
ZEGA Investments, LLC 0.35% — 4,896 $1.2M
Rovin Capital /Ut/ 0.43% Add +6.9% 5,164 $1.2M
Code Waechter LLC 1.04% Reduce -5.4% 5,159 $1.2M
Rollins Financial Advisors, LLC 0.19% Add +7.9% 5,158 $1.2M
Kolinsky Wealth Management, LLC 0.73% Reduce -0.1% 5,153 $1.2M
Advisors Management Group Inc. 0.28% Reduce -1.3% 5,137 $1.2M
Diversified Enterprises, LLC 0.11% Add +7.8% 5,120 $1.2M
VeraBank, N.A. 0.33% Add +1.6% 5,110 $1.2M
DSM Capital Partners LLC 0.02% Add +26.4% 5,108 $1.2M
Paces Ferry Wealth Advisors, LLC 0.57% Reduce -5.3% 5,074 $1.2M
Tradewinds, LLC. 0.33% Reduce -2.8% 4,959 $1.2M
FOCUS Wealth Advisors, LLC 0.62% No change 5,060 $1.2M
FPC Investment Advisory, Inc. 0.85% Add +6.5% 5,263 $1.2M
Monetta Financial Services Inc. 0.93% Reduce -28.6% 5,000 $1.2M
Cohen & Steers, Inc. 0.00% Reduce -5.8% 4,996 $1.2M
Ascent Capital Management, LLC 1.18% — 4,994 $1.2M
Resurgent Financial Advisors LLC 0.68% Reduce -2.1% 4,985 $1.2M
Samalin Investment Counsel, LLC 0.50% Add +1.0% 4,983 $1.2M
Horan Securities, Inc. 0.44% Reduce -10.9% 4,978 $1.2M
Atala Financial Inc 0.81% — 4,977 $1.2M
Foster Group, Inc. 0.04% Add +11.7% 4,968 $1.2M
Fairscale Capital, LLC 0.99% No change 4,962 $1.2M
Bordeaux Wealth Advisors LLC 0.18% Add +15.1% 4,924 $1.1M
Win Advisors, Inc. 0.55% New 4,905 $1.1M
Autumn Glory Partners, LLC 0.56% Reduce -35.1% 4,895 $1.1M
Aveo Capital Partners, LLC 0.12% Reduce -1.5% 4,880 $1.1M
Shufro Rose & Co. LLC 0.09% Add +824.1% 4,870 $1.1M
Northstar Advisory Group, LLC 0.57% New 4,868 $1.1M
Talisman Wealth Advisors LLC 1.20% Reduce -4.3% 4,867 $1.1M
1858 Wealth Management, LLC 0.89% Add +0.0% 4,863 $1.1M
Consilio Wealth Advisors, LLC 0.46% Add +3.2% 4,847 $1.1M
German American Bancorp, Inc. 0.12% Add +3.6% 4,829 $1.1M
MFA Wealth Services 0.90% — 4,818 $1.1M
Inlet Private Wealth, LLC 0.30% Reduce -1.3% 4,817 $1.1M
Central Valley Advisors, LLC 0.51% Reduce -78.7% 4,798 $1.1M
Atlas Capital Advisors Inc. 0.14% Reduce -8.9% 4,780 $1.1M
Atlas Private Wealth Advisors 0.16% Add +0.2% 4,770 $1.1M
Bay Capital Advisors, LLC 0.89% — 4,765 $1.1M
Berkeley Capital Partners, LLC 0.31% Reduce -4.1% 4,749 $1.1M
Voya Financial Advisors, Inc. 0.12% Reduce -0.7% 4,668 $1.1M
Aletheian Wealth Advisors LLC 0.65% Add +8.4% 4,743 $1.1M
Advisory Resource Group 0.23% Reduce -28.8% 4,717 $1.1M
Steel Grove Capital Advisors, LLC 0.15% Reduce -15.4% 4,716 $1.1M
BigSur Wealth Management LLC 0.31% Reduce -30.7% 4,712 $1.1M
KLCM Advisors, Inc. 0.13% Reduce -46.2% 4,700 $1.1M
Hillsdale Investment Management Inc. 0.06% Reduce -4.5% 4,694 $1.1M
PKS Advisory Services, LLC 0.27% — 4,673 $1.1M
Keudell/Morrison Wealth Management 0.28% Reduce -4.9% 4,669 $1.1M
Wealthstream Advisors, Inc. 0.20% Add +1.5% 4,661 $1.1M
Merriman Wealth Management, LLC 0.04% Add +3.6% 4,648 $1.1M
Milestone Asset Management, LLC 0.24% Add +2.0% 4,646 $1.1M
one8zero8, LLC 0.23% — 4,627 $1.1M
Horizon Family Wealth, Inc. 0.71% Reduce -12.7% 4,621 $1.1M
Motive Wealth Advisors 0.57% Add +1076.5% 4,600 $1.1M
Patrick M Sweeney & Associates, Inc. 0.80% Reduce -0.1% 4,594 $1.1M
Whelan Financial 0.42% Add +51.0% 4,593 $1.1M
Beacon Bridge Wealth Partners, LLC 0.45% Reduce -7.5% 4,590 $1.1M
Bangor Savings Bank 0.10% Add +3.1% 4,589 $1.1M
Smith Shellnut Wilson LLC 0.47% Add +4.2% 4,585 $1.1M
Net Worth Advisory Group 0.32% Reduce -32.3% 4,581 $1.1M
Security Financial Services, INC. 0.22% Add +3.8% 4,572 $1.1M
LRT Capital Management, LLC 0.83% New 4,568 $1.1M
Selway Asset Management 0.41% No change 4,550 $1.1M
Marest Capital, LLC 0.85% Add +1.0% 4,539 $1.1M
Texas Capital Bank Wealth Management Services Inc 0.11% Add +9.3% 4,523 $1.0M
Creative Financial Designs Inc. 0.09% Add +0.3% 4,516 $1.0M
Semus Wealth Partners LLC 0.69% Add +0.7% 4,509 $1.0M
Oder Investment Management, LLC 0.87% No change 4,504 $1.0M
Aries Wealth Management 0.29% No change 4,500 $1.0M
FWG Holdings, LLC 0.50% Add +0.8% 4,761 $1.0M
Acorn Creek Capital LLC 0.53% Reduce -11.5% 4,469 $1.0M
Kellett Wealth Advisors, LLC 0.71% Add +5.5% 4,461 $1.0M
Evolution Wealth Advisors, LLC 0.17% Add +22.8% 4,450 $1.0M
Aventura Private Wealth, LLC 0.56% — 4,457 $1.0M
Pacific Point Advisors, LLC 0.63% — 4,645 $1.0M
Red Wave Investments LLC 0.36% Reduce -5.5% 4,443 $1.0M
Callahan Advisors, LLC 0.10% Reduce -5.2% 4,427 $1.0M
Kirtland Hills Capital Management, LLC 0.66% Add +30.6% 4,420 $1.0M
Twin Peaks Wealth Advisors, LLC 0.43% Add +15.3% 4,401 $1.0M
Encompass More Asset Management 0.34% Add +36.8% 4,381 $1.0M
Charter Oak Capital Management, LLC 0.09% Add +9.8% 4,371 $1.0M
Verity Asset Management, Inc. 0.57% Add +14.1% 4,501 $1.0M
Ridgewood Investments LLC 0.49% No change 4,361 $1.0M
J. L. Bainbridge & Co., Inc. 0.10% Add +0.8% 4,356 $1.0M
Catalyst Capital Advisors LLC 0.02% Add +15.1% 4,348 $1.0M
Smart Money Group LLC 0.35% Add +0.5% 4,326 $1.0M
WealthBridge Capital Management, LLC 0.28% Add +13.8% 4,324 $1.0M
Congress Park Capital LLC 0.36% No change 4,320 $1.0M
Gilbert & Cook, Inc. 0.14% Reduce -50.3% 4,314 $1.0M
Ninepoint Partners LP 0.16% Reduce -18.0% 4,312 $1000K
Mengis Capital Management, Inc. 0.20% Add +99.8% 4,304 $998K
Douglas Lane & Associates, LLC 0.01% Add +0.5% 4,270 $990K
My Legacy Advisors, LLC 0.38% Add +22.1% 4,336 $989K
Hofer & Associates. Inc 0.66% Add +0.0% 4,261 $988K
Beacon Capital Management, LLC 0.13% Add +0.3% 4,257 $987K
Northcape Wealth Management, LLC 0.32% Reduce -2.3% 4,254 $986K
Truepoint, Inc. 0.03% Add +12.1% 4,238 $983K
Smith Anglin Financial, LLC 0.09% Reduce -15.6% 4,234 $982K
Coordinated Financial Services, Inc. 0.78% — 4,234 $982K
One Plus One Wealth Management, LLC 0.57% Add +2.0% 4,222 $979K
Woodward Diversified Capital, LLC 0.72% Reduce -58.8% 4,215 $977K
Knightsbridge Asset Management, LLC 0.23% Add +7.4% 4,215 $977K
Rockport Wealth LLC 0.43% Add +1.0% 4,212 $977K
Wellspring Financial Advisors, LLC 0.10% Reduce -57.5% 4,206 $975K
Cottage Street Advisors LLC 0.51% Reduce -9.1% 4,205 $975K
1620 Investment Advisors, Inc. 0.76% Add +7.7% 4,204 $975K
NORTHSTAR ASSET MANAGEMENT Co 0.22% No change 4,200 $974K
McNaughton Wealth Management, LLC 0.47% Add +5.4% 4,195 $973K
Sandler Capital Management 0.16% No change 4,190 $971K
Lafayette Investments, Inc. 0.21% No change 4,180 $969K
American Trust 0.07% Reduce -1.4% 4,180 $969K
Morton Capital Management LLC 0.18% Add +1.7% 4,179 $969K
Capital Planning LLC 0.25% Add +15.3% 4,178 $969K
RW Investment Management LLC 0.12% No change 4,171 $967K
Gill Capital Partners, LLC 0.35% Add +0.3% 4,168 $966K
KilterHowling LLC 0.55% Reduce -20.1% 4,087 $966K
Cherrydale Wealth Management, LLC 0.37% Add +15.7% 4,164 $965K
PFC Capital Group, Inc. 0.47% Add +3.8% 4,155 $963K
Central Asset Investments & Management Holdings (HK) Ltd 0.62% Add +245.8% 4,150 $962K
Fortitude Family Office, LLC 0.34% Add +9.8% 4,150 $962K
Jackson Thornton Wealth Management, LLC 0.12% Add +23.8% 4,141 $960K
Sandy Cove Advisors, LLC 0.38% Add +18.4% 4,135 $959K
Private Capital Management LLC 0.19% Add +1.2% 4,126 $957K
Winnacle Wealth LLC 0.95% — 4,301 $956K
Arthur M. Cohen & Associates, LLC 0.17% No change 4,120 $955K
Fairview Capital Investment Management, LLC 0.05% Reduce -7.8% 4,110 $953K
Lion Street Advisors, LLC 0.30% Add +0.5% 4,108 $952K
RKL Wealth Management LLC 0.08% Reduce -0.3% 4,067 $943K
Smith Chas P & Associates Pa Cpas 0.05% Reduce -3.6% 4,061 $941K
Affinity Wealth Management LLC 0.17% Reduce -2.8% 4,057 $941K
GSG Advisors LLC 0.30% Add +3.0% 4,053 $940K
Coastline Trust Co 0.11% Add +5.0% 4,048 $938K
WMS Partners, LLC 0.05% Add +74.8% 4,044 $938K
Telos Capital Management, Inc. 0.10% Reduce -1.7% 4,041 $937K
Clarity Wealth Advisors, LLC 0.26% Reduce -1.1% 4,037 $936K
Reliant Investment Partners, LLC 0.83% — 4,036 $936K
Security National Bank of So Dak 0.52% Add +23.3% 4,020 $932K
Catalyst Private Wealth, LLC 0.41% Add +0.1% 4,012 $930K
Ipswich Investment Management Co., Inc. 0.22% Reduce -19.2% 4,007 $929K
Debussy Capital Management LP 0.14% Add +25.7% 4,592 $928K
Lattice Capital Management, LLC 0.78% No change 4,000 $927K
Dymon Asia Capital (singapore) Pte. LTD. 0.65% New 4,000 $927K
Garden State Investment Advisory Services LLC 0.28% Add +9.6% 3,976 $924K
Gilman Hill Asset Management, LLC 0.16% Reduce -12.6% 3,985 $924K
Lee Danner & Bass Inc. 0.07% Add +48.1% 3,984 $924K
Elgethun Capital Management 0.22% Add +6.1% 3,980 $923K
Legacy Capital Group California, Inc. 0.28% Reduce -1.0% 3,977 $922K
Hamilton Wealth, LLC 0.22% Add +2.6% 3,961 $918K
Hall Capital Management Co. Inc. 0.43% — 3,960 $918K
Key Client Fiduciary Advisors, LLC 0.41% Reduce -2.4% 3,947 $915K
Intergy Private Wealth, LLC 0.34% Reduce -1.8% 3,931 $911K
LJI Wealth Management, LLC 0.18% Reduce -1.1% 3,926 $910K
Transcendent Capital Group LLC 0.47% Reduce -28.0% 3,918 $908K
Cassia Capital Partners, LLC 0.58% New 3,917 $908K
waypoint wealth counsel 0.59% Add +4.4% 3,916 $908K
Wetzel Investment Advisors, Inc. 0.45% Reduce -3.7% 3,906 $906K
Victory Financial Group, LLC 0.24% — 3,900 $904K
Trust Co of the South 0.18% No change 3,880 $900K
Medallion Wealth Advisors, LLC 0.45% — 4,044 $898K
Crown Wealth Group, LLC 0.36% Add +3.5% 3,866 $896K
Kavar Capital Partners Group, LLC 0.15% No change 3,860 $895K
Guidance Point Advisors, LLC 0.26% Add +6.0% 3,855 $894K
Meridian Wealth Partners, LLC 0.14% Reduce -8.8% 3,854 $894K
New Covenant Trust Company, N.A. 0.88% Reduce -1.1% 3,776 $890K
Steigerwald, Gordon & Koch Inc. 0.10% Reduce -1.1% 3,835 $889K
Sagace Wealth Management LLC 0.67% Add +33.0% 3,830 $888K
Martingale Asset Management L P 0.02% Reduce -26.0% 3,828 $887K
Interval Partners, LP 0.02% Add +33.3% 3,823 $886K
DecisionMap Wealth Management, LLC 0.70% — 3,816 $885K
ORBA Wealth Advisors, L.L.C. 0.46% No change 3,800 $881K
Oxinas Partners, LLC 0.52% Reduce -55.9% 3,796 $880K
Aurora Private Wealth, Inc. 0.66% Reduce -14.5% 3,797 $880K
Provident Investment Management, Inc. 0.08% Reduce -5.7% 3,790 $879K
Juncture Wealth Strategies, LLC 0.33% Add +11.7% 3,775 $875K
Tejara Capital Ltd 0.57% No change 3,769 $874K
WJ Wealth Management, LLC 0.30% Add +6.6% 3,760 $872K
Hartline Investment Corp./ 0.10% No change 3,754 $870K
Greenspring Advisors, LLC 0.19% Reduce -8.2% 3,743 $868K
Kohmann Bosshard Financial Services, LLC 0.10% Add +0.2% 3,734 $866K
DHJJ Financial Advisors, Ltd. 0.34% Reduce -0.1% 3,716 $862K
Resolute Advisors LLC 0.17% New 3,707 $859K
Flynn Zito Capital Management, LLC 0.40% No change 3,701 $858K
Goldstein Advisors, LLC 0.12% Add +0.5% 3,701 $858K
Vicus Capital 0.08% Reduce -21.0% 3,698 $857K
Register Financial Advisors LLC 0.43% Add +1.3% 3,693 $856K
Rossby Financial, LCC 0.54% — 3,692 $856K
Narus Financial Partners, LLC 0.29% Add +65.6% 3,677 $852K
Oak Hill Wealth Advisors, LLC 0.20% — 3,660 $849K
Goodman Financial Corp 0.18% Add +39.9% 3,655 $847K
Glass Jacobson Investment Advisors llc 0.28% Add +1.6% 3,655 $847K
Finer Wealth Management, Inc. 0.49% Add +0.1% 3,653 $847K
Roman Butler Fullerton & Co. 0.27% Reduce -12.2% 4,167 $842K
Missouri Trust & Investment Co 0.30% Reduce -0.8% 3,630 $842K
Clarus Group, Inc. 0.30% Reduce -55.0% 3,624 $840K
Emerald Mutual Fund Advisers Trust 0.05% Reduce -4.7% 3,623 $840K
South Plains Financial, Inc. 0.64% — 3,621 $839K
Tandem Wealth Advisors LLC 0.43% Add +4.1% 3,615 $838K
BWM Planning, LLC 0.36% No change 3,613 $838K
Napatree Capital LLC 0.49% Add +26.7% 3,608 $836K
Earned Wealth Advisors, LLC 0.27% Add +34.3% 3,608 $836K
Spirit of America Management Corp. 0.17% Add +9.1% 3,600 $835K
Alliance Wealth Advisors, LLC 0.48% Add +8.7% 3,597 $834K
FFT Wealth Management LLC 0.06% Add +41.3% 3,594 $833K
Fieldview Capital Management, LLC 0.13% — 3,588 $832K
Cannon Advisors, Inc. 0.71% Reduce -3.1% 3,582 $830K
Hemington Wealth Management 0.21% Add +11.9% 3,575 $828K
Walkner Condon Financial Advisors LLC 0.17% Add +7.4% 3,571 $828K
Lakewood Asset Management LLC 0.57% Reduce -3.0% 3,570 $828K
Baron Silver Stevens Financial Advisors, LLC 0.14% No change 3,569 $828K
Rothschild Wealth LLC 0.24% Add +8.0% 3,561 $826K
Investment Partners Asset Management, Inc. 0.65% Reduce -0.3% 3,560 $825K
Beacon Financial Advisory LLC 0.27% Add +13.9% 3,558 $825K
Vienna Asset Management LLC 0.56% Add +0.2% 3,555 $824K
Consolidated Portfolio Review Corp 0.13% Add +30.6% 3,555 $824K
Stenger Family Office, LLC 0.28% — 3,546 $822K
Wayfinding Financial, LLC 0.44% New 3,549 $822K
WBH Advisory Inc. 0.08% Reduce -0.8% 3,545 $822K
Tyche Wealth Partners LLC 0.17% Add +22.1% 3,528 $818K
CVFG LLC 0.75% — 3,526 $818K
Manchester Financial Inc. 0.18% Add +12.7% 3,526 $817K
Trivant Custom Portfolio Group, LLC 0.48% Add +2.9% 3,520 $816K
Enterprise Bank & Trust Co 0.27% Reduce -0.2% 3,518 $816K
Ullmann Wealth Partners Group, LLC 0.11% Add +11.3% 3,517 $815K
Certified Advisory Corp 0.09% Add +3.0% 3,514 $815K
Blue Capital, Inc. 0.57% — 3,512 $814K
Intelligence Driven Advisers, LLC 0.15% Reduce -24.6% 3,510 $814K
Broadway Wealth Solutions, Inc. 0.62% — 3,507 $813K
Harbor Advisors LLC 0.13% No change 3,500 $811K
Coign Capital Advisors LLC 0.75% — 3,498 $811K
Campbell Wealth Management 0.07% Add +5.5% 3,493 $810K
Washburn Capital Management, Inc. 0.50% Add +63.5% 3,491 $809K
Breakthru Advisory Services, LLC 0.73% — 3,490 $809K
Balentine LLC 0.03% Add +5.9% 3,482 $807K
Facet Wealth, Inc. 0.02% Reduce -3.2% 3,579 $805K
Hill Island Financial LLC 0.23% Add +8.9% 3,464 $803K
Arkos Global Advisors 0.12% Add +2.1% 3,464 $803K
Concentrum Wealth Management 0.28% Add +13.4% 3,463 $803K
Challenger Wealth Management 0.69% — 3,459 $802K
Aspire Growth Partners LLC 0.78% — 3,486 $800K
Capstone Wealth Management Group LLC 0.61% — 3,447 $799K
Inman Jager Wealth Management, LLC 0.62% — 3,446 $799K
Bremer Bank National Association 0.16% Reduce -6.2% 3,446 $799K
Modus Advisors, LLC 0.25% Add +7.9% 3,444 $798K
Capital Wealth Planning, LLC 0.01% Reduce -33.4% 3,430 $795K
Mascagni Wealth Management, Inc. 0.79% — 4,749 $795K
Headinvest, LLC 0.15% Add +8.0% 3,422 $793K
Dean Investment Associates, LLC 0.11% No change 3,410 $791K
Greenfield Savings Bank 0.38% Add +21.6% 3,403 $789K
Summitry LLC 0.04% Reduce -25.6% 3,401 $788K
Mraz, Amerine & Associates, Inc. 0.14% No change 3,400 $788K
SkyView Investment Advisors, LLC 0.13% Add +183.4% 3,401 $788K
TigerOak Management, L.L.C. 0.29% — 3,398 $788K
Ridgecrest Wealth Partners, LLC 0.43% Reduce -91.2% 3,392 $786K
Global Strategic Investment Solutions, LLC 0.09% Add +1.5% 3,375 $782K
Sheets Smith Wealth Management 0.10% Add +3.1% 3,373 $782K
Maiden Cove Capital, LLC 1.19% Add +1.8% 3,370 $781K
LifeWealth Investments, LLC 0.52% — 3,369 $781K
Acorns Advisers, LLC 0.01% Add +31.0% 3,366 $780K
Chiron Investment Management, LLC 0.26% New 3,362 $779K
Brooks, Moore & Associates, Inc. 0.46% Reduce -24.1% 3,360 $779K
GHP Investment Advisors, Inc. 0.04% Add +1.7% 3,357 $778K
Rational Advisors, Inc. 0.08% Add +17.8% 3,349 $776K
Horst & Graben Wealth Management LLC 0.14% New 3,343 $775K
Advyzon Investment Management, LLC 0.30% — 3,322 $770K
Ellevest, Inc. 0.04% Reduce -18.0% 3,317 $769K
Comprehensive Financial Planning, Inc. 0.65% — 3,305 $766K
XY Planning Network, Inc. 0.58% — 3,305 $766K
Fairtree Asset Management (Pty) Ltd 0.73% — 3,304 $766K
Board of the Pension Protection Fund 0.88% — 3,300 $765K
Nichols & Pratt Advisers LLP 0.05% Add +2.5% 3,300 $765K
Lockerman Financial Group, Inc. 1.30% Reduce -7.4% 3,298 $765K
MeadowBrook Investment Advisors LLC 0.69% Reduce -1.5% 3,290 $763K
Northside Capital Management, LLC 0.20% No change 3,290 $763K
First Western Trust Bank 0.04% Add +1.9% 3,290 $763K
Heritage Wealth Advisors 0.04% Add +2.1% 3,286 $762K
FLC Capital Advisors 0.17% No change 3,280 $760K
Luts & Greenleigh Group, Inc. 0.75% Reduce -3.3% 3,279 $760K
SC&H Financial Advisors, Inc. 0.16% Reduce -3.0% 3,275 $759K
Blue Fin Capital, Inc. 0.14% Add +22.8% 3,273 $759K
Private Client Services, LLC 0.41% Add +2.1% 3,269 $758K
Kintra Wealth, LLC 0.53% New 3,266 $757K
First Command Advisory Services, Inc. 0.01% Reduce -10.4% 3,257 $755K
Bedel Financial Consulting, Inc. 0.10% Add +3.2% 3,254 $755K
Portside Wealth Group, LLC 0.13% Add +42.6% 3,256 $755K
Barings LLC 0.02% Reduce -2.3% 3,255 $755K
O'Brien Greene & Co. Inc 0.24% Add +8.4% 3,252 $754K
Investors Research Corp 0.17% Reduce -3.9% 3,250 $753K
Mairs & Power Inc. 0.01% Reduce -1.5% 3,250 $753K
Oxford Wealth Group, LLC 0.49% Add +131.4% 3,240 $751K
OneAscent Financial Services LLC 0.06% Add +23.5% 3,240 $751K
Waters Parkerson & Co., LLC 0.04% Add +11.4% 3,231 $749K
Unified Investment Management 0.85% — 3,220 $747K
Legacy Advisory Services, LLC 0.63% Reduce -1.1% 3,204 $743K
Colonial Trust Advisors 0.07% Reduce -0.6% 3,204 $743K
Fiduciary Financial Group, LLC 0.16% Add +83.3% 3,300 $740K
Cottonwood Capital Advisors, LLC 0.53% Reduce -24.9% 3,189 $739K
Mainstream Capital Management LLC 0.52% Reduce -0.0% 3,189 $739K
Bellecapital International Ltd. 0.13% Add +27.5% 3,187 $739K
Full Sail Capital, LLC 0.05% Add +8.9% 3,179 $737K
Wellington Wealth Strategies, LLC. 0.67% Add +28.1% 3,123 $736K
Indiana Trust & Investment Management Co 0.25% Add +171.4% 3,175 $736K
Warwick Investment Management, Inc. 0.15% Add +9.5% 3,174 $736K
JGP Wealth Management, LLC 0.09% Add +10.6% 3,163 $733K
Fortress Financial Solutions, LLC 1.04% — 3,161 $733K
MAS Advisors LLC 1.23% Add +0.3% 3,160 $733K
Up Strategic Wealth Investment Advisors LLC 0.73% Add +80.1% 3,155 $731K
Sand Hill Global Advisors, LLC 0.03% Reduce -0.2% 3,150 $730K
Waterway Wealth Management, LLC 0.32% Add +26.7% 3,149 $730K
Tyler-Stone Wealth Management 0.13% Add +45.5% 3,144 $729K
BayBridge Capital Group, LLC 0.53% Reduce -7.5% 3,143 $729K
Westshore Wealth, LLC 0.30% Add +7.3% 3,142 $728K
Broyhill Asset Management, LLC 0.64% — 3,137 $727K
Landscape Capital Management, L.L.C. 0.08% New 3,136 $727K
Legacy Solutions, LLC 0.79% — 3,132 $726K
1900 Wealth Management LLC 0.06% Add +0.1% 3,120 $723K
Contravisory Investment Management, Inc. 0.15% Reduce -9.1% 3,119 $723K
Armbruster Capital Management, Inc. 0.15% Add +1.2% 3,118 $723K
City Center Advisors, LLC 0.81% Reduce -1.7% 3,111 $721K
Blue Investment Partners LLC 0.26% No change 3,110 $721K
Financial Management Network Inc. 0.15% Reduce -14.6% 3,099 $721K
Melfa Wealth Management, Inc. 0.48% No change 3,100 $719K
Sig Brokerage, LP 0.34% — 3,095 $718K
Invst, LLC 0.09% Add +2.2% 3,091 $717K
Fosun International Ltd 0.22% Add +28.7% 3,089 $716K
Keystone Wealth Services, LLC 0.19% Add +2.3% 3,082 $715K
Pennington Partners & Co., LLC 0.35% — 3,079 $714K
Tortoise Investment Management, LLC 0.08% Add +6.9% 3,075 $713K
Meyer Handelman Co. 0.02% Add +2.0% 3,073 $712K
Adero Partners, LLC 0.05% Add +4.8% 3,064 $710K
Numerai GP LLC 0.19% Add +82.7% 3,051 $707K
Hudson Value Partners, LLC 0.26% Reduce -0.7% 3,050 $707K
Graves Light Lenhart Wealth, Inc. 0.09% Reduce -1.6% 3,042 $705K
Howard Capital Management Group, LLC 0.05% No change 3,039 $705K
Capstone Financial Advisors, Inc. 0.04% New 3,037 $704K
CSS LLC 0.13% Reduce -45.3% 3,030 $702K
Granite Harbor Advisors, Inc. 0.39% Reduce -0.1% 3,029 $702K
Sunburst Financial Group, LLC 0.17% Reduce -2.2% 3,027 $702K
Fernwood Investment Management, LLC 0.24% Add +48.6% 3,025 $701K
Elyxium Wealth, LLC 0.43% Reduce -79.0% 3,022 $701K
High Falls Advisors, Inc 0.16% Add +2.7% 3,019 $700K
E Fund Management (Hong Kong) Co., Ltd. 0.56% Add +147.7% 3,017 $699K
MV Capital Management, Inc. 0.07% Add +5.5% 3,010 $698K
Pettee Investors, Inc. 0.35% Add +11.1% 3,010 $698K
Collective Family Office LLC 0.19% Add +3.4% 3,010 $698K
Acropolis Investment Management, LLC 0.04% Reduce -1.0% 3,007 $697K
Crystal Rock Capital Management 0.43% New 3,000 $696K
Financial Sense Advisors, Inc. 0.23% No change 3,000 $696K
Old North State Trust, LLC 0.44% Add +1.8% 2,993 $694K
Garrett Wealth Advisory Group, LLC 0.16% New 2,992 $694K
Virtue Capital Management, LLC 0.14% Reduce -42.4% 2,991 $693K
Blake Schutter Theil Wealth Advisors, LLC 0.73% Reduce -44.2% 2,967 $688K
Apella Capital, LLC 0.03% Add +6.2% 2,956 $685K
Campion Asset Management 0.52% No change 2,950 $684K
Crew Capital Management, Ltd 0.57% Add +0.1% 2,942 $682K
Principle Wealth Partners LLC 0.05% Add +6.9% 2,941 $682K
GatePass Capital, LLC 0.76% — 2,939 $681K
Kera Capital Partners, Inc. 0.20% — 2,939 $681K
Voisard Asset Management Group, Inc. 0.23% Add +0.5% 2,935 $680K
Walker Asset Management, LLC 0.42% Add +0.2% 2,931 $679K
Marion Wealth Management 0.18% Add +51.8% 2,930 $679K
Weil Company, Inc. 0.23% Reduce -17.8% 2,920 $677K
Cahill Financial Advisors Inc. 0.09% Reduce -26.6% 2,918 $676K
1776 Wealth LLC 0.31% No change 2,912 $675K
Clark Wealth Partners 0.52% — 2,910 $675K
Pullen Investment Management, LLC 0.44% Reduce -7.4% 2,909 $674K
Watershed Private Wealth LLC 0.26% Reduce -5.7% 2,909 $674K
Members Wealth LLC 0.50% — 2,837 $670K
Lebenthal Global Advisors, LLC 0.12% Add +6.4% 2,891 $670K
First Bank & Trust 0.13% Add +10.5% 2,890 $670K
Fortune Financial Advisors, LLC 0.61% Reduce -0.9% 2,886 $669K
Lincoln Capital Corp. 0.28% Add +15.3% 2,883 $668K
Cascade Financial Partners, LLC 0.09% Add +1.8% 2,882 $668K
Sutton Place Investors LLC 0.39% Reduce -3.2% 2,873 $666K
Alesco Advisors, LLC, An ESL Co 0.02% Add +1.0% 2,868 $665K
Gutierrez Wealth Advisory, LLC 0.55% — 2,860 $663K
Weaver Consulting Group 0.20% Add +3.0% 2,847 $660K
Compass Ion Advisors, LLC 0.08% Reduce -2.4% 2,846 $660K
Falcon Wealth Planning 0.07% Add +0.4% 2,843 $659K
Covestor Ltd 0.41% Add +17.8% 2,842 $659K
Silver Coast Investments LLC 0.25% Add +8.5% 2,841 $659K
Country Trust Bank 0.02% No change 2,840 $658K
Family Capital Management, Inc. 0.40% Add +21.6% 2,835 $657K
Opinicus Capital, Inc. 0.55% Reduce -8.7% 2,835 $657K
Everett Harris & Co. 0.01% Add +26.2% 2,831 $656K
Eagle Wealth Strategies LLC 0.48% Add +2.8% 2,831 $656K
Atlas Legacy Advisors, LLC 0.16% — 2,827 $655K
A. D. Beadell Investment Counsel, Inc. 0.53% Reduce -1.1% 2,823 $654K
Northstar Group, Inc. 0.11% Add +21.6% 2,820 $654K
Persium Advisors, LLC 0.64% — 2,813 $652K
Eagle Global Advisors LLC 0.03% No change 2,810 $651K
Running Point Capital Advisors, LLC 0.22% New 2,803 $650K
American Institute for Advanced Investment Management, LLP 0.48% No change 2,800 $649K
Eldridge Investment Advisors, Inc. 0.15% No change 2,800 $649K
Palisade Asset Management, LLC 0.07% Add +4.4% 2,798 $649K
Pine Haven Investment Counsel, Inc 0.53% No change 2,797 $648K
Sugarloaf Wealth Management, LLC 0.12% Reduce -89.4% 2,794 $648K
Maia Wealth LLC 0.14% Add +91.9% 3,199 $647K
M1 Capital Management LLC 0.35% — 2,785 $646K
Riversedge Advisors, LLC 0.15% Add +9.1% 2,784 $645K
Financial Insights, Inc. 0.25% Reduce -72.8% 2,780 $645K
Platform Technology Partners 0.20% Add +9.4% 2,778 $644K
Hidden Cove Wealth Management, LLC 0.52% — 2,772 $643K
Aufman Associates Inc 0.43% Reduce -5.1% 2,768 $642K
Centennial Wealth Advisory LLC 0.25% Add +13.8% 2,765 $641K
Abbot Financial Management, Inc. 0.32% New 2,764 $641K
McLean Asset Management Corp 0.19% Reduce -0.5% 2,763 $641K
HMV Wealth Advisors, LLC 0.64% — 2,762 $640K
Williams & Novak, LLC 0.62% Add +0.2% 2,756 $639K
Brown, Lisle/Cummings, Inc. 0.19% Add +8.0% 2,755 $639K
Cyr Financial Inc. 0.58% New 2,753 $638K
Hansen & Associates Financial Group, Inc. 0.32% Reduce -5.4% 2,636 $637K
CAP Partners, LLC 0.45% Reduce -0.7% 2,746 $637K
Firethorn Wealth Partners, LLC 0.32% Reduce -1.3% 2,741 $635K
Optivise Advisory Services LLC 0.34% Reduce -17.8% 2,740 $635K
Monterey Private Wealth, Inc. 0.21% Add +14.8% 2,732 $633K
DB Fitzpatrick & Co, Inc 0.58% Reduce -61.4% 2,729 $633K
Atlatl Advisers LLC 0.37% — 2,727 $632K
Richardson Financial Services Inc. 0.44% Add +7.0% 2,682 $632K
Breakwater Capital Group 0.13% Add +0.4% 2,721 $631K
Disciplined Investors, L.L.C. 0.61% — 2,794 $630K
One Charles Private Wealth Services, LLC 0.21% Add +11.2% 2,714 $629K
Fortis Capital Advisors, LLC 0.21% Reduce -54.6% 3,860 $628K
Occidental Asset Management, LLC 0.10% Reduce -24.1% 2,710 $628K
Partners Wealth Management, LLC 0.71% — 2,709 $628K
NorthStar Asset Management LLC 0.40% Add +6.5% 2,684 $622K
Echo45 Advisors LLC 0.41% Add +9.8% 2,675 $622K
Southland Equity Partners LLC 0.14% Reduce -6.8% 2,681 $622K
Palo Alto Wealth Advisors, LLC 0.22% Add +9.9% 2,680 $621K
2UniFi Bank 0.41% — 2,680 $621K
First National Bank of Omaha 0.04% No change 2,680 $621K
BankPlus Trust Department 0.20% — 2,679 $621K
Wallace Hart LLC 0.50% Add +9.5% 2,678 $621K
IMZ Advisory Inc 0.28% Reduce -35.6% 2,672 $620K
PharVision Advisers, LLC 0.52% — 2,669 $619K
Alternative Investment Advisors, LLC. 0.32% Reduce -71.5% 2,669 $619K
City Holding Co. 0.09% Add +100.6% 2,668 $619K
4WEALTH Advisors, Inc. 0.63% — 2,666 $618K
GFG Capital, LLC 0.17% Add +2.1% 2,661 $617K
Montz Harcus Wealth Management LLC 0.34% Reduce -8.2% 2,661 $617K
Defined Financial Planning LLC 0.66% — 2,660 $617K
Madison Wealth Partners, Inc 0.17% Reduce -7.1% 2,651 $615K
Eight 31 Financial, LLC 0.47% Reduce -20.9% 2,650 $614K
Wise Wealth Partners 1.51% — 2,649 $614K
Ellis Investment Partners, LLC 0.12% Reduce -3.4% 2,648 $614K
JFS Wealth Advisors, LLC 0.04% Add +7.3% 2,646 $614K
Prospect Financial Services LLC 0.34% Reduce -13.0% 2,646 $613K
Pettinga Financial Advisors LLC 0.14% Reduce -9.2% 2,644 $613K
Royal Capital Wealth Management, LLC 0.43% No change 2,640 $612K
Abacus Planning Group, Inc. 0.11% Reduce -4.2% 2,629 $609K
High Net Worth Advisory Group LLC 0.17% Add +0.6% 2,626 $609K
Pinnbrook Capital Management LP 0.21% New 2,616 $606K
Omnia Family Wealth, LLC 0.25% Add +11.3% 2,611 $605K
King Wealth Management Group 0.09% Add +0.1% 2,607 $604K
Accredited Investors Inc. 0.04% Add +11.6% 2,599 $602K
Renaissance Technologies 0.00% New 2,538 $602K
Rockland Trust Co. 0.03% Reduce -14.8% 2,597 $602K
IVC Wealth Advisors LLC 0.34% Add +8.3% 2,596 $602K
Leonard Rickey Investment Advisors P.L.L.C. 0.14% Add +1.5% 2,589 $600K
Allen Mooney & Barnes Investment Advisors LLC 0.10% Reduce -7.3% 2,586 $599K
Keyvantage Wealth, LLC 0.43% — 2,583 $599K
Clark Financial Services Group Inc. 0.46% Add +0.2% 2,578 $598K
Lantz Financial LLC 0.16% Reduce -2.5% 2,564 $594K
Granite Group Advisors, LLC 0.38% Reduce -0.7% 2,556 $593K
Peoples Bank 0.35% Reduce -55.9% 2,550 $591K
Petros Family Wealth, LLC 0.64% — 2,548 $591K
Prosperity Wealth Management, Inc. 0.24% Add +6.1% 2,544 $590K
Three Seasons Wealth, LLC 0.29% Reduce -42.5% 2,532 $587K
Oxler Private Wealth LLC 0.19% Add +0.2% 2,528 $586K
Stonebridge Capital Advisors LLC 0.05% Add +4.8% 2,525 $585K
First National Bank Sioux Falls 0.25% No change 2,520 $584K
Blume Capital Management, Inc. 0.13% Reduce -13.0% 2,515 $583K
Bruce G. Allen Investments, LLC 0.47% Reduce -37.2% 2,508 $581K
Milestone Asset Management Group, LLC 0.52% — 2,506 $581K
Creekside Partners 0.30% Add +3.4% 2,503 $580K
Bawa N Mallick Trust 0.25% — 2,500 $580K
Maripau Wealth Management LLC 0.34% New 2,491 $578K
Madison Asset Management, LLC 0.01% No change 2,485 $576K
Madison Investment Advisors, LLC 0.01% — 2,485 $576K
Prossimo Advisors, LLC 0.42% Add +0.8% 2,484 $576K
Garner Asset Management Corp 0.26% Add +5.4% 2,486 $576K
Fulcrum Equity Management 0.57% Reduce -15.4% 2,479 $575K
CapWealth Advisors, LLC 0.06% Add +14.8% 2,474 $574K
Randall & Associates Wealth Management 0.48% New 2,472 $573K
Cohen Capital Management, Inc. 0.10% No change 2,470 $573K
Clifford Group, LLC 0.44% Reduce -1.6% 2,469 $572K
Fulcrum Capital LLC 0.12% Reduce -15.0% 2,465 $571K
Ahl Investment Management, Inc. 0.40% No change 2,460 $570K
Shilanski & Associates, Inc. 0.18% Reduce -15.6% 2,457 $570K
McElhenny Sheffield Capital Management, LLC 0.19% Reduce -2.9% 2,445 $567K
Vestia Personal Wealth Advisors 0.47% Add +35.8% 2,442 $566K
Francis Financial, Inc. 0.14% Add +102.6% 4,252 $566K
Compass Capital Corp. /Ma/ 0.22% — 2,402 $565K
Chemistry Wealth Management LLC 0.13% Add +20.1% 2,435 $565K
Rooted Wealth Advisors, Inc. 0.22% Reduce -17.6% 2,466 $564K
Mfa Wealth Advisors, LLC 0.14% No change 2,430 $563K
Burns Matteson Capital Management, LLC 0.31% Add +34.7% 2,415 $560K
Clarity Financial LLC 0.07% Reduce -28.4% 2,410 $559K
Ironsides Asset Advisors, LLC 0.16% Add +4.3% 2,409 $559K
WPG Advisers, LLC 0.52% — 2,405 $558K
Kelleher Financial Advisors 0.21% Add +103.8% 2,405 $558K
Mayfair Advisory Group, LLC 0.33% Add +4.0% 2,401 $557K
Members Capital Advisors Inc. 0.50% No change 2,400 $556K
West Coast Financial LLC 0.06% Reduce -0.5% 2,400 $556K
Jackson Hole Capital Partners, LLC 0.11% Add +35.5% 2,398 $556K
Austin Wealth Management, LLC 0.11% Add +32.7% 2,335 $554K
Auto-Owners Insurance Co 0.01% No change 2,390 $554K
Keeler & Nadler Financial Planning & Wealth Management 0.26% No change 2,385 $553K
Scarborough Advisors, LLC 0.08% Add +29.8% 2,384 $553K
Coastal Bridge Advisors, LLC 0.14% Add +0.2% 2,384 $553K
MSH Capital Advisors LLC 0.17% Reduce -12.2% 2,383 $553K
Harbor Advisory Corp. 0.18% No change 2,370 $549K
Balefire, LLC 0.19% Reduce -14.3% 2,368 $549K
Independent Wealth Network Inc. 0.22% Add +14.9% 2,364 $548K
Opal Wealth Advisors, LLC 0.16% Add +6.8% 2,364 $548K
Drucker Wealth 3.0, LLC 0.13% Add +74.7% 2,363 $548K
White Lighthouse Investment Management Inc. 0.10% Add +2.6% 2,361 $547K
Bristlecone Advisors, LLC 0.04% No change 2,350 $545K
Talon Private Wealth, LLC 0.11% Add +26.6% 2,348 $544K
Heck Capital Advisors, LLC 0.06% Add +0.3% 2,348 $544K
Thoma Capital Management LLC 0.37% — 2,343 $543K
Permanent Capital Management, LP 0.17% — 2,342 $543K
MA Private Wealth 0.10% Reduce -2.5% 2,341 $543K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.22% New 2,303 $543K
Whitaker-Myers Wealth Managers, LTD. 0.16% New 2,336 $542K
Rise Advisors, LLC 0.26% Add +3.0% 2,335 $541K
Cavalier Investments, LLC 0.18% Reduce -95.5% 2,334 $541K
PVG Asset Management Corp. 2.56% New 2,330 $540K
Vista Investment Partners Ii, LLC 0.32% — 2,327 $539K
Yeomans Consulting Group, Inc. 0.20% Reduce -23.2% 2,321 $538K
Hemenway Trust Co LLC 0.04% Add +37.3% 2,320 $538K
BCS Wealth Management 0.13% No change 2,311 $536K
Atticus Wealth Management, LLC 0.17% Reduce -2.4% 2,305 $534K
Roth Financial Partners LLC 0.21% No change 2,300 $533K
Acorn Wealth Advisors, LLC 0.22% Add +3.6% 2,300 $533K
Worth Asset Management, LLC 0.28% Reduce -86.5% 2,299 $533K
Wealthcare Capital Partners, LLC 0.28% — 2,296 $532K
Eagle Bay Advisors LLC 0.33% Reduce -11.2% 2,293 $532K
Sterling Investment Counsel, LLC 0.35% Reduce -57.3% 2,292 $531K
Bar Harbor Wealth Management 0.03% Reduce -44.1% 2,292 $531K
Avity Investment Management Inc. 0.04% No change 2,290 $531K
Armstrong Advisory Group, Inc. 0.04% Add +1.0% 2,284 $529K
Navis Wealth Advisors, LLC 0.58% Reduce -1.8% 2,283 $529K
Cathy Pareto & Associates, Inc. 0.49% — 2,280 $529K
Ehrlich Financial Group 0.37% Reduce -3.0% 2,273 $527K
Fielder Capital Group LLC 0.16% Reduce -0.8% 2,269 $526K
Golden Road Advisors LLC 0.40% Reduce -5.9% 2,264 $525K
Gateway Wealth Partners, LLC 0.14% Add +11.0% 2,262 $524K
KFG Wealth Management, LLC 0.10% Add +11.2% 2,261 $524K
Victrix Investment Advisors 0.38% — 2,258 $524K
Birchcreek Wealth Management, LLC 0.33% Add +63.9% 2,258 $523K
Physician Wealth Advisors, Inc. 0.09% Add +29.8% 2,256 $523K
Cornell Pochily Investment Advisors, Inc. 0.18% Reduce -13.1% 2,254 $523K
Strategic Financial Concepts, LLC 0.10% Add +41.3% 2,249 $521K
Eagle Strategies LLC 0.09% Reduce -25.1% 2,247 $521K
Bernardo Wealth Planning LLC 0.12% Reduce -10.0% 2,322 $521K
LongView Wealth Management 0.16% Reduce -0.9% 2,242 $520K
FMB Wealth Management 0.29% Reduce -1.1% 2,241 $520K
Retirement Planning Group, LLC 0.03% Add +4.9% 2,240 $519K
Jackson, Grant Investment Advisers, Inc. 0.20% Reduce -4.2% 2,234 $518K
Yoder Wealth Management, Inc. 0.28% Add +0.7% 2,225 $516K
Midwest Financial Group LLC 0.30% Add +0.0% 2,224 $516K
Crestmont Private Wealth LLC 0.23% Reduce -15.8% 2,222 $515K
Etesian Wealth Advisors, Inc. 0.23% Add +5.2% 2,219 $514K
Cynosure Group, LLC 0.08% Reduce -46.5% 2,210 $512K
Stansberry Asset Management, LLC 0.07% No change 2,210 $512K
National Wealth Management Group, LLC 0.34% New 2,209 $512K
Ritter Daniher Financial Advisory LLC / DE 0.14% Reduce -16.6% 2,209 $512K
Hudock, Inc. 0.09% Add +0.2% 2,203 $511K
VanderPol Investments L.L.C. 1.11% Add +7.3% 2,199 $510K
EntryPoint Capital, LLC 0.21% Reduce -34.8% 2,199 $510K
CCG Wealth Management, LLC 0.28% Reduce -6.9% 2,196 $509K
Thomasville National Bank 0.04% Reduce -5.8% 2,194 $509K
TFC Financial Management, Inc. 0.08% Reduce -2.7% 2,193 $508K
Genesis Private Wealth, LLC 0.28% — 2,189 $508K
St Germain D J Co. Inc. 0.02% Add +98.5% 2,184 $506K
Anb Bank 0.22% — 2,184 $506K
Wealth Watch Advisors, INC 0.32% — 2,198 $506K
Atwood & Palmer Inc. 0.03% Add +10.2% 2,182 $506K
Concorde Asset Management, LLC 0.26% Reduce -7.2% 2,180 $505K
W1M Investment Management Ltd 0.01% Add +69.0% 2,180 $505K
StoneCrest Wealth Management, Inc. 0.33% New 2,177 $505K
Old Mission Investment Co LLC 0.15% No change 2,176 $504K
NWF Advisory Services Inc. 0.07% Reduce -29.3% 2,175 $504K
Curated Wealth Partners LLC 0.06% Reduce -28.5% 2,174 $504K
BBR Partners, LLC 0.04% Reduce -51.5% 2,170 $503K
Safeguard Financial, LLC 0.11% Reduce -25.8% 2,164 $502K
Global Value Investment Corp. 0.53% — 2,150 $498K
Eubel Brady & Suttman Asset Management Inc. 0.07% Reduce -24.6% 2,150 $498K
Summit Global Investments 0.03% Reduce -76.3% 2,147 $498K
Kercheville Advisors, LLC 0.19% No change 2,140 $496K
Enclave Advisors LLC 0.08% Add +0.4% 2,140 $496K
Summit Wealth & Retirement Planning, Inc. 0.15% New 2,130 $494K
Anchor Pointe Wealth Management, LLC 0.64% — 2,095 $494K
M. Kulyk & Associates, LLC 0.11% Reduce -15.1% 2,122 $492K
Integrity Wealth Solutions LLC 0.28% New 2,121 $492K
WFA Asset Management Corp 0.27% No change 2,120 $492K
Insight Inv LLC 0.34% Add +8.7% 2,120 $492K
Bienville Capital Management, LLC 0.12% No change 2,120 $492K
Duncan Williams Asset Management, LLC 0.19% Reduce -9.3% 2,108 $489K
Empirical Asset Management, LLC 0.16% Add +48.2% 107,339 $488K
High Note Wealth, LLC 0.13% No change 2,104 $488K
First Dallas Securities Inc. 0.20% Reduce -13.2% 2,100 $487K
D. Scott Neal, Inc. 0.27% No change 2,098 $486K
Beta Wealth Group, Inc. 0.22% Reduce -57.2% 2,098 $486K
New England Professional Planning Group Inc. 0.24% Add +4.5% 2,090 $485K
Hobbs Wealth Management, LLC 0.55% — 2,082 $483K
Richards, Merrill & Peterson, Inc. 0.25% — 2,081 $482K
Fulton Breakefield Broenniman LLC 0.03% Reduce -5.5% 2,080 $482K
Roberts Wealth Advisors, LLC 0.15% Reduce -12.6% 2,115 $482K
Bouchey Financial Group, Ltd. 0.04% Reduce -18.4% 2,078 $482K
TrueWealth Advisors, LLC 0.16% Add +4.2% 2,073 $481K
Exchange Capital Management, Inc. 0.08% New 2,072 $480K
Accelerate Investment Advisors LLC 0.42% Add +58.7% 2,070 $480K
Pasadena Private Wealth, LLC 0.10% Reduce -0.5% 2,069 $480K
CenterStar Asset Management, LLC 1.05% Add +50.4% 2,064 $479K
First Nebraska Trust Co 0.05% No change 2,060 $478K
Exchange Bank 0.38% Add +0.9% 2,059 $477K
Whipplewood Advisors, LLC 0.27% — 2,059 $477K
American Money Management, LLC 0.09% No change 2,050 $475K
First National Advisers, LLC 0.08% No change 2,050 $475K
Kickstand Ventures, Llc. 0.12% Reduce -1.1% 2,049 $475K
Plante Moran Financial Advisors, LLC 0.04% Reduce -42.4% 2,048 $475K
Waddell & Associates, LLC 0.05% Reduce -0.6% 2,048 $475K
Baxter Bros Inc. 0.06% Add +5.5% 2,047 $475K
Baltimore-Washington Financial Advisors, Inc. 0.02% Add +4.1% 2,043 $474K
TCTC Holdings, LLC 0.02% No change 2,040 $473K
Values First Advisors, Inc. 0.26% New 2,039 $473K
Sendero Wealth Management, LLC 0.07% Add +12.5% 2,036 $472K
Bennett Selby Investments LP 0.19% Add +6.8% 2,035 $472K
Washington Trust Advisors, Inc. 0.04% Add +0.1% 2,034 $472K
Meridian Management Co. 0.12% Add +13.6% 2,028 $470K
Park Capital Management, LLC / WI 0.56% — 2,027 $470K
Members Trust Co 0.02% Add +5.5% 2,026 $470K
BIP Alliance, LLC 0.20% — 2,025 $469K
Uhlmann Price Securities, LLC 0.35% Add +0.3% 2,021 $469K
Radnor Capital Management, LLC 0.08% No change 2,020 $468K
Owen LaRue, LLC 0.24% Reduce -2.8% 2,017 $468K
Ifrah Financial Services, Inc. 0.13% Reduce -2.7% 2,015 $467K
Ergawealth Advisors, Inc. 0.23% Reduce -24.9% 2,014 $467K
Caldwell Sutter Capital, Inc. 0.22% Add +1.6% 2,010 $466K
Liberty Square Wealth Partners LLC 0.17% — 2,000 $466K
Mechanics Financial Corp 0.21% Reduce -1.0% 2,008 $466K
Farmers Trust Co. 0.09% Reduce -19.8% 2,005 $465K
O'ROURKE & COMPANY, Inc 0.23% Reduce -9.8% 2,022 $464K
Valued Retirements, Inc. 0.62% No change 2,000 $464K
JARISLOWSKY, FRASER Ltd 0.00% Reduce -4.8% 2,000 $464K
Arlington Capital Management, Inc. 0.32% Reduce -84.0% 1,994 $462K
Heritage Investment Group, Inc. 0.09% Reduce -64.9% 1,991 $462K
Wealthspire Retirement, LLC 0.04% Add +14.0% 1,987 $461K
Harold Davidson & Associates Inc. 0.22% — 1,986 $460K
Financial Symmetry Inc 0.31% Reduce -38.2% 1,985 $460K
Chiron Capital Management, LLC 0.43% Add +65.9% 1,982 $460K
Pioneer Trust Bank N A 0.12% Add +21.6% 1,982 $460K
FFG Partners, LLC 0.16% Add +0.3% 1,981 $459K
LifeSteps Financial, Inc. 0.35% No change 1,980 $459K
Sentry LLC 0.09% No change 1,980 $459K
Alley Investment Management Company, LLC 0.06% No change 1,980 $459K
Grandfield & Dodd, LLC 0.03% Reduce -2.5% 1,980 $459K
Banque de Luxembourg S.A. 0.25% — 1,972 $459K
Walter & Keenan Wealth Management LLC /in/ 0.14% Add +7.1% 1,976 $458K
Centricity Wealth Management, LLC 0.43% — 1,975 $458K
Nicolet Bankshares Inc. 0.09% Add +18.2% 1,974 $458K
US Financial Advisors, LLC 0.14% Add +15.3% 1,972 $457K
Per Stirling Capital Management, LLC. 0.06% Reduce -9.5% 1,968 $456K
Tarbox Family Office, Inc. 0.08% Add +1.4% 1,967 $456K
B.O.S.S. Retirement Advisors, LLC 0.13% Reduce -95.9% 1,961 $455K
Martel Wealth Advisors LLC 0.09% No change 1,960 $454K
Pennsylvania Capital Management Inc. 0.16% New 1,953 $453K
Alan B Lancz & Associates, Inc. 0.46% Reduce -13.3% 1,950 $452K
Maryland Capital Advisors Inc. 0.21% No change 1,950 $452K
Cape Cod Five Cents Savings Bank 0.04% No change 2,620 $452K
Hexagon Capital Partners LLC 0.08% Add +18.6% 1,949 $452K
New Jersey Better Educational Savings Trust 0.86% No change 1,940 $450K
Stark Wealth Management LLC 0.33% — 1,938 $449K
JBR Co Financial Management Inc 0.27% Add +3.2% 1,937 $449K
Nicollet Investment Management, Inc. 0.15% Add +1.1% 1,931 $448K
Bank of Nova Scotia Trust Co. 0.05% Reduce -0.1% 1,924 $446K
One River Asset Management, LLC 0.67% New 1,890 $445K
Seldon Capital LP 0.18% No change 1,920 $445K
Capula Management Ltd 0.00% Reduce -89.3% 1,920 $445K
Blalock Williams, LLC 0.52% — 1,912 $443K
Northwest Wealth Management, LLC 0.09% Add +21.5% 1,907 $442K
Smallwood Wealth Investment Management, LLC 0.30% Add +0.8% 1,905 $442K
Sciencast Management LP 0.12% New 1,901 $441K
Compound Global Advisors, LLC 1.79% — 1,900 $440K
Tairen Capital Ltd 0.06% New 1,900 $440K
Arvest Bank Trust Division 0.03% Add +17.6% 1,891 $438K
Harrington Investments, INC 0.24% Add +46.5% 1,890 $438K
Earnest Partners LLC 0.00% No change 1,888 $438K
Baron Wealth Management LLC 0.21% Add +6.2% 1,882 $436K
jvl associates llc 0.17% Add +5.6% 1,880 $436K
Ellenbecker Investment Group 0.08% Add +11.5% 1,871 $434K
Keystone Financial Services 0.17% Add +21.1% 1,865 $432K
First Heartland Consultants, Inc. 0.04% Reduce -66.5% 1,863 $432K
Redwood Financial Network Corp 0.32% New 1,863 $432K
Financial Council, LLC 0.22% No change 1,860 $431K
CBIZ Investment Advisory Services, LLC 0.02% Reduce -16.8% 1,859 $431K
Innovator Capital Management, LLC 8.47% Add +59.7% 1,856 $430K
Wulff, Hansen & Co. 0.41% Reduce -6.8% 1,855 $430K
New Capital Management LP 0.13% New 1,852 $429K
Harbour Trust & Investment Management Co 0.05% Add +14.7% 1,852 $429K
River Wealth Advisors LLC 0.06% New 1,852 $429K
Strategies Wealth Advisors, LLC 0.05% New 1,817 $429K
Legacy Wealth Management, LLC 0.03% Reduce -2.2% 1,847 $428K
Albert D Mason Inc. 0.28% Add +5.3% 1,839 $426K
Sepio Capital, LP 0.03% Add +27.8% 1,839 $426K
Capital Square, LLC 0.24% Add +9.6% 1,741 $426K
Gables Capital Management Inc. 0.20% No change 1,830 $424K
Wealth Quarterback LLC 0.20% Reduce -58.2% 1,828 $424K
Hamilton Point Investment Advisors, LLC 0.08% Add +7.2% 1,823 $423K
Pinnacle Bancorp, Inc. 0.14% Add +31.4% 1,820 $422K
Taurus Asset Management, LLC 0.04% No change 1,820 $422K
Brass Tax Wealth Management, Inc. 0.09% Add +10.7% 1,813 $420K
MPS Loria Financial Planners, LLC 0.12% Add +0.1% 1,813 $420K
Yarger Wealth Strategies, LLC 0.24% Add +44.6% 1,813 $420K
Birch Financial Group, LLC 0.47% — 1,812 $420K
Second Half Financial Partners, LLC 0.21% Reduce -19.4% 1,812 $420K
Cambridge Financial Group, LLC 0.18% No change 1,811 $420K
Gallagher Capital Advisors, LLC 0.31% — 1,809 $419K
Family Investment Center, Inc. 0.11% Add +48.5% 1,809 $419K
WoodTrust Financial Corp 0.06% Add +0.9% 1,806 $419K
Berkshire Money Management, Inc. 0.05% New 1,807 $419K
Parker Financial LLC 0.21% Reduce -4.8% 1,806 $419K
Heartwood Wealth Advisors LLC 0.05% Add +18.0% 1,806 $419K
Cross Staff Investments Inc 0.29% New 1,804 $418K
Novus Advisors, LLC 0.42% — 1,800 $417K
Wrenne Financial Planning LLC 0.24% Reduce -0.2% 1,797 $417K
Bluesphere Advisors LLC 0.20% No change 1,795 $416K
Sierra Ocean, LLC 0.34% — 1,790 $415K
Mosaic Family Wealth Partners, LLC 0.06% Reduce -11.1% 1,787 $414K
Verus Wealth Management, LLC 0.46% — 1,784 $414K
Intrepid Capital Management Inc. 0.26% No change 1,782 $413K
Great Waters Wealth Management 0.05% Reduce -9.0% 1,780 $413K
Boltwood Capital Management 0.13% Add +4.4% 1,775 $412K
Total Clarity Wealth Management, Inc. 0.13% Add +3.1% 1,771 $411K
Hollow Brook Wealth Management LLC 0.13% No change 1,770 $410K
One Day In July LLC 0.04% Reduce -26.9% 1,770 $410K
United Bank 0.05% New 1,770 $410K
Parkside Investments, LLC 0.06% Add +0.3% 1,767 $410K
DHK Financial Advisors, Inc. 0.25% Reduce -25.9% 1,766 $409K
Inspirion Wealth Advisors, LLC 0.06% Add +2.0% 1,788 $409K
Wealth Group Ltd 0.12% No change 1,760 $408K
Frisch Financial Group, Inc. 0.12% Add +0.1% 1,761 $408K
Tillman Hartley LLC 0.12% No change 1,756 $407K
KFA Private Wealth Group, LLC 0.17% Add +2.5% 1,756 $407K
NDVR, Inc. 0.39% Add +10.7% 1,753 $406K
Mill Capital Management, LLC 0.03% No change 1,750 $406K
Brio Consultants, LLC 0.06% Add +24.7% 1,744 $404K
Southeast Asset Advisors, LLC 0.05% Add +1.6% 1,741 $404K
Clarus Wealth Advisors 0.20% Add +37.1% 1,791 $403K
Freedom Together Foundation 0.04% Reduce -76.6% 1,740 $403K
Foundry Partners, LLC 0.02% Reduce -52.3% 1,740 $403K
Tobias Financial Advisors, Inc. 0.08% Add +25.7% 1,735 $402K
Shira Ridge Wealth Management 0.20% Add +0.5% 1,734 $402K
Oakwell Private Wealth Management, LLC 0.11% Add +1.4% 1,734 $402K
Sterling Financial Group, Inc. 0.15% Add +24.1% 1,730 $401K
Tamar Securities, LLC 0.06% Reduce -2.5% 1,729 $401K
Conrad Siegel Investment Advisors, Inc. 0.11% Add +18.5% 1,729 $401K
Embree Financial Group 0.07% Reduce -0.5% 1,724 $400K
Dividend Assets Capital, LLC 0.08% No change 1,720 $399K
PCG Wealth Advisors, LLC 0.15% Add +0.1% 1,713 $397K
Ridgepath Capital Management LLC 0.18% No change 1,712 $397K
Wealthcare Capital Management LLC 0.04% Reduce -2.5% 1,712 $397K
McIlrath & Eck, LLC 0.05% Add +325.9% 1,712 $397K
ACT Advisors, LLC. 0.21% Add +8.3% 1,702 $395K
Cape Ann Savings Bank 0.23% Reduce -2.9% 1,693 $393K
HHM Wealth Advisors, LLC 0.05% Add +81.7% 1,690 $392K
Brand Asset Management Group, Inc. 0.16% Add +25.5% 1,687 $391K
Dakota Community Bank & Trust NA 1.86% Add +2.7% 1,685 $391K
FreeGulliver LLC 0.20% Reduce -26.9% 1,685 $391K
GFS Advisors, LLC 0.06% Add +6.5% 1,684 $390K
Alamar Capital Management, LLC 0.21% No change 1,680 $389K
Pure Portfolios Holdings LLC 0.14% Reduce -5.7% 1,677 $389K
KOM Wealth Management Group, LLC 0.29% Add +4.0% 1,670 $387K
Annandale Capital, LLC 0.08% No change 1,670 $387K
Vertex Planning Partners, LLC 0.09% Add +40.0% 1,663 $386K
NCM Capital Management, LLC 0.17% Add +5.0% 1,659 $385K
WealthTrak Capital Management LLC 0.33% — 1,658 $384K
Unionview, LLC 0.28% Reduce -2.4% 1,658 $384K
Cornerstone Capital, Inc. 0.04% New 1,658 $384K
Prospect Financial Group LLC 0.47% — 1,656 $384K
Poinciana Advisors Group, LLC 0.39% — 1,650 $383K
Bey-Douglas LLC 0.33% Reduce -0.3% 1,643 $381K
Client 1ST Advisory Group, LLC 0.15% Add +1.9% 1,642 $381K
Legacy Financial Strategies, LLC 0.08% Add +19.5% 1,635 $379K
MinichMacGregor Wealth Management, LLC 0.08% Add +37.2% 1,635 $379K
Investment Advisory Services Inc. /TX 0.13% Reduce -32.1% 1,629 $378K
Silver Oak Wealth Advisors Services, LLC 0.33% — 510 $377K
Infinity Wealth Counsel, LLC 0.40% — 1,625 $377K
Foguth Wealth Management, LLC. 0.10% Add +2.9% 1,539 $377K
Defender Capital, LLC. 0.14% New 1,623 $376K
Lansing Street Advisors 0.13% Add +6.0% 1,619 $375K
Werba Rubin Papier Wealth Management 0.09% Reduce -0.1% 1,611 $374K
Byrne Financial Freedom, LLC 0.17% — 1,609 $373K
Householder Group Estate & Retirement Specialist, LLC 0.28% Reduce -79.2% 1,609 $373K
Summit Wealth Group, LLC 0.11% Reduce -12.8% 1,605 $372K
Mascoma Wealth Management LLC 0.09% Add +17.9% 1,604 $372K
Del-Sette Capital Management, LLC 0.30% No change 1,600 $371K
Fonville Wealth Management LLC 0.12% Reduce -29.3% 1,600 $371K
Gibbs Wealth Management 0.10% New 1,600 $371K
Wiser Wealth Management, Inc 0.10% Add +24.9% 1,598 $370K
Clark Asset Management, LLC 0.07% Reduce -24.2% 1,595 $370K
Columbia Bank 0.13% New 1,644 $369K
IronBridge Private Wealth, LLC 0.14% New 1,591 $369K
Financial Advisors, LLC 0.07% No change 1,590 $369K
Salomon & Ludwin, LLC 0.04% No change 1,590 $369K
Pacific Global Investment Management Co. 0.47% Reduce -94.4% 1,586 $368K
Nelson Capital Management, LLC 0.06% Reduce -3.4% 1,585 $367K
Howard Bailey Securities, LLC 0.14% Reduce -8.1% 1,580 $366K
Coyle Financial Counsel LLC 0.12% Add +1144.1% 1,580 $366K
Payne Capital Management, LLC 0.16% — 1,580 $366K
McDaniel Terry & Co. 0.03% No change 1,580 $366K
Morningstar Investment Management LLC 0.03% Reduce -49.1% 1,580 $366K
Corbyn Investment Management Inc. 0.16% Reduce -7.7% 1,578 $366K
Krane Funds Advisors LLC 0.01% Add +11.8% 1,578 $366K
Sage Advisors, LLC 0.27% Reduce -14.9% 1,576 $365K
Stewardship Advisors, LLC 0.10% Add +22.9% 1,575 $365K
Stockman Wealth Management, Inc. 0.06% Add +2.9% 1,574 $365K
Barnes Wealth Management Group, Inc 0.24% — 1,571 $364K
Eclectic Associates Inc. 0.11% Add +1.6% 1,565 $363K
RPG Investment Advisory, LLC 0.05% No change 1,560 $362K
Values Added Financial LLC 0.21% Reduce -2.2% 1,557 $361K
Madrona Financial Services, LLC 0.10% Reduce -4.0% 1,555 $361K
Wealth Advisors of Iowa, LLC 0.18% Add +33.6% 1,550 $359K
Blue Square Asset Management, LLC 0.18% No change 1,548 $359K
Future Financial Wealth Managment LLC 0.26% Reduce -9.3% 1,547 $359K
Tower Wealth Partners, Inc. 0.19% Reduce -13.2% 1,545 $358K
Hutchens & Kramer Investment Management Group, LLC 0.19% Add +9.5% 1,541 $357K
Post Resch Tallon Group Inc. 0.35% — 1,540 $357K
Capital Advisory Group Advisory Services, LLC 0.13% New 1,540 $357K
MIG Capital, LLC 0.04% New 1,536 $356K
Manske Wealth Management 0.14% — 1,535 $356K
Augustine Asset Management Inc. 0.09% New 1,533 $355K
Veery Capital, LLC 0.14% Add +25.5% 1,532 $355K
Clearwater Capital Advisors, LLC 0.03% Reduce -20.9% 1,532 $355K
Weinberger Asset Management, Inc 0.15% Reduce -0.8% 1,526 $354K
Capstone Capital LLC 0.29% Reduce -17.3% 1,525 $354K
FSA Advisors, Inc. 0.43% New 1,522 $353K
Nova Wealth Management, Inc. 0.31% — 1,522 $353K
Bath Savings Trust Co 0.04% No change 1,520 $352K
Index Fund Advisors, Inc. 0.02% Add +0.1% 1,517 $352K
Peachtree Investment Partners, LLC 0.13% Add +28.9% 1,516 $351K
Swan Global Investments, LLC 0.02% New 1,516 $351K
Tempus Wealth Planning, LLC 0.11% Reduce -25.6% 1,514 $351K
Cape Investment Advisory, Inc. 0.14% Reduce -5.7% 1,513 $351K
1248 Management, LLC 0.15% — 1,513 $351K
WNY Asset Management, LLC 0.04% Reduce -15.6% 1,511 $350K
S.A. Mason LLC 0.18% Reduce -0.7% 1,510 $350K
B&D White Capital Company, LLC 0.06% Reduce -2.6% 1,510 $350K
Cadinha & Co. LLC 0.06% Add +1.1% 1,508 $350K
Copley Financial Group, Inc. 0.27% Reduce -31.6% 1,503 $348K
McRae Capital Management Inc. 0.07% No change 1,500 $348K
Waycross Partners, LLC 0.04% No change 1,500 $348K
NTV Asset Management LLC 0.05% Add +24.8% 1,497 $347K
Hill Investment Group Partners, LLC 0.05% New 1,492 $346K
Montag & Caldwell, LLC 0.07% No change 1,490 $345K
Arbor Investment Advisors, LLC 0.05% Reduce -3.9% 1,490 $345K
Heritage Wealth Management, Inc. 0.29% New 1,489 $345K
Aire Advisors, LLC 0.07% Reduce -5.5% 1,489 $345K
Avion Wealth 0.09% Add +9.4% 1,484 $344K
Crews Bank & Trust 0.06% — 1,480 $343K
Willis Johnson & Associates, Inc. 0.03% Reduce -31.9% 1,479 $343K
Noesis Capital Mangement Corp. 0.07% New 1,477 $342K
Galvin, Gaustad & Stein, LLC 0.03% Add +0.1% 1,476 $342K
Sound Income Strategies, LLC 0.02% Reduce -0.7% 1,476 $342K
Mount Lucas Management LP 0.12% Reduce -17.3% 1,474 $342K
Carson Advisory Inc. 0.24% Reduce -1.3% 1,469 $341K
Guardian Financial Partners, LLC 0.20% New 1,467 $340K
O'Dell Group, LLC 0.08% Reduce -61.1% 1,465 $340K
Old North State Wealth Management, LLC 0.19% Add +13.3% 1,458 $339K
Maple Capital Management, Inc. 0.03% Reduce -17.0% 1,463 $339K
LifePlan Investment Advisors, Inc. 0.21% Add +1.5% 1,459 $338K
Partners in Financial Planning 0.07% Add +21.4% 1,457 $338K
Bison Wealth, LLC 0.04% — 1,456 $337K
Zuckerman Investment Group, LLC 0.03% Reduce -3.4% 1,545 $336K
Lane & Associates LLC 0.17% Add +14.1% 1,519 $336K
Note Advisors, LLC 0.30% — 1,450 $336K
Marathon Capital Management 0.08% New 1,450 $336K
Retirement Income Solutions, Inc. 0.07% No change 1,450 $336K
Blue Edge Capital, LLC 0.05% No change 1,450 $336K
Gray Wealth Management Inc. 0.13% Add +1.1% 1,449 $336K
TABR Capital Management, LLC 0.29% — 1,448 $336K
Worth Financial Advisory Group, LLC 0.21% Add +4.3% 1,445 $335K
Walled Lake Planning & Wealth Management, LLC 0.12% No change 1,439 $334K
Essex LLC 0.07% Add +8.0% 1,438 $333K
Acorn Financial Advisory Services Inc. 0.05% Reduce -0.6% 1,436 $333K
Factor Wealth Management LTD 0.11% — 1,434 $332K
North Star Investment Management Corp. 0.02% Reduce -3.2% 1,433 $332K
Thompson Davis & Co., Inc. 0.21% Reduce -3.6% 1,436 $332K
Heritage Wealth Management, Inc./Texas 0.20% No change 1,430 $332K
Goepper Burkhardt LLC 0.13% Reduce -8.9% 1,430 $332K
Foster Dykema Cabot & Partners, LLC 0.03% No change 1,430 $332K
Bell Investment Advisors, Inc 0.06% Add +0.8% 1,426 $331K
Private Capital Management, LLC 0.04% Add +0.1% 1,420 $329K
Uniting Wealth Partners, LLC 0.16% — 1,420 $329K
SilverOak Wealth Management LLC 0.07% No change 1,420 $329K
First National Corp. /Ma/ 0.07% New 1,420 $329K
Legacy Trust 0.08% Reduce -13.9% 1,414 $328K
First International Bank & Trust 0.11% Reduce -22.7% 1,407 $326K
Providence Capital Advisors, LLC 0.07% Add +5.6% 1,404 $326K
Riverwater Partners LLC 0.16% Reduce -0.6% 1,401 $325K
Cove Street Capital, LLC 0.38% No change 1,400 $325K
Eq LLC 0.15% No change 1,400 $325K
S&co Inc. 0.02% Reduce -17.6% 1,400 $324K
City State Bank 0.11% Add +0.7% 1,390 $322K
Bluespring Wealth Management, LLC 0.03% Reduce -8.4% 1,388 $322K
Bernard Wealth Management Corp. 0.15% — 1,380 $320K
Montgomery Investment Management Inc. 0.13% No change 1,380 $320K
American Financial Advisors, LLC 0.05% New 1,380 $320K
Gallacher Capital Management LLC 0.16% Reduce -6.2% 1,370 $318K
Wall Street Financial Group, Inc. 0.31% New 1,368 $317K
Claret Asset Management Corp 0.05% Add +2.9% 1,366 $317K
Astra Wealth Partners LLC 0.30% — 1,366 $317K
Nautilus Advisors LLC 0.25% — 1,366 $317K
Maridea Wealth Management LLC 0.10% — 1,365 $316K
Wallace Advisory Group, LLC 0.22% New 1,830 $316K
Crescent Grove Advisors, LLC 0.03% New 1,361 $316K
Waterfront Wealth Inc. 0.08% Add +2.0% 1,360 $315K
LMG Wealth Partners, LLC 0.07% No change 1,360 $315K
Symmetry Partners, LLC 0.04% New 1,357 $315K
STAR Financial Bank 0.23% Add +1.1% 1,357 $315K
Blue Barn Wealth, LLC 0.17% New 1,352 $313K
Bridgewealth Advisory Group, LLC 0.09% New 1,328 $313K
Boston Family Office LLC 0.02% No change 1,350 $313K
Wingate Wealth Advisors, Inc. 0.31% — 1,350 $313K
Dimension Capital Management LLC 0.05% New 1,350 $313K
O'Connor Financial Group LLC 0.16% Reduce -2.3% 1,346 $312K
Wealth Advisors Northwest LLC 0.21% — 1,342 $311K
Uptown Financial Advisors LLC 0.34% — 1,341 $311K
Alpha Zero LLC 0.24% — 1,340 $311K
Wendell David Associates Inc. 0.03% No change 1,336 $310K
Davis Investment Partners, LLC 0.13% New 1,379 $309K
Topsail Wealth Management, LLC 0.07% — 1,334 $309K
Founders Grove Wealth Partners, LLC 0.09% — 1,332 $309K
Whalen Wealth Management Inc. 0.21% Reduce -77.0% 1,327 $308K
First City Capital Management, Inc. 0.16% Reduce -0.4% 1,325 $307K
United Bank 0.13% New 1,325 $307K
Granite Bay Wealth Management, LLC 0.11% Reduce -1.8% 1,326 $307K
Elevate Capital Advisors, LLC 0.27% — 1,320 $306K
Sharp Wealth Advisory, LLC 0.23% No change 1,320 $306K
Towerpoint Wealth, LLC 0.15% Add +0.1% 1,320 $306K
von Borstel & Associates, Inc. 0.12% Add +5.6% 1,320 $306K
Prasad Wealth Partners, LLC 0.10% — 1,318 $306K
Phillips Financial Management, LLC 0.02% Reduce -12.8% 1,318 $306K
Bryant Woods Investment Advisors, LLC 0.15% Add +3.5% 1,317 $305K
Legacy Financial Group, Inc. 0.10% New 1,316 $305K
Diligent Investors, LLC 0.07% Reduce -6.7% 1,315 $305K
Westport Asset Management Inc. 0.15% No change 1,312 $304K
Northwest Quadrant Wealth Management, LLC 0.07% New 1,311 $304K
Brown Wealth Management, LLC 0.11% Add +9.5% 1,311 $304K
RiverGlades Family Offices LLC 0.22% No change 1,310 $304K
Rodgers Brothers Inc. 0.04% No change 1,310 $304K
Morris Financial Concepts, Inc. 0.13% Add +6.8% 1,305 $303K
First Bancorp, Inc 0.21% New 1,304 $302K
Q Fund Management (Hong Kong) Ltd 0.32% — 1,300 $301K
Seelaus Asset Management LLC 0.28% Reduce -1.1% 1,300 $301K
Rather & Kittrell, Inc. 0.07% Add +1.8% 1,294 $300K
Instrumental Wealth, LLC 0.28% Add +5.6% 1,372 $300K
Veridan Wealth LLC 0.14% — 1,377 $300K
Requisite Capital Management, LLC 0.06% New 1,291 $299K
AIMZ Investment Advisors, LLC 0.10% No change 1,290 $299K
Strategic Family Wealth Counselors, L.L.C. 0.10% New 1,285 $298K
Peak Financial Management, Inc. 0.09% Reduce -17.2% 1,283 $297K
Meredith Wealth Planning 0.13% Add +2.3% 1,279 $297K
Wescott Financial Advisory Group, LLC 0.03% New 1,278 $296K
HRC Wealth Management, LLC 0.18% New 1,275 $296K
Palisades Hudson Asset Management, L.P. 0.12% No change 1,270 $295K
Cascades Capital Asset Management, LLC 0.16% New 1,272 $295K
BancFirst Trust & Investment Management 0.13% New 1,250 $294K
Davis-Rea LTD. 0.15% No change 1,267 $294K
TFG Advisers LLC 0.11% New 1,264 $293K
Black Diamond Financial, LLC 0.04% New 1,262 $293K
City National Bank of Florida 0.27% — 1,261 $292K
Betterment LLC 0.00% Add +2.4% 1,260 $292K
Runnymede Capital Advisors, Inc. 0.25% — 1,256 $291K
Dupree Financial Group, LLC 0.14% New 1,253 $291K
Arlington Financial Advisors, LLC 0.06% New 1,250 $290K
Altus Wealth Management, LLC 0.13% No change 1,249 $290K
WPWealth LLP 0.06% Reduce -0.5% 1,246 $289K
Tudor Financial Inc. 0.17% New 1,245 $289K
Obsidian Personal Planning Solutions LLC 0.14% Add +1.1% 1,303 $288K
Hendershot Investments Inc. 0.04% Add +3.5% 1,242 $288K
W.H. Cornerstone Investments Inc. 0.19% Add +0.2% 1,240 $288K
Strata Wealth Advisors, LLC 0.09% Add +5.8% 1,240 $287K
GenTrust, LLC 0.01% New 1,237 $287K
FF Advisors,LLC 0.20% Reduce -1.5% 1,275 $287K
Atlas Brown,Inc. 0.10% New 1,235 $286K
Almanack Investment Partners, LLC. 0.04% Reduce -1.2% 1,233 $286K
Saiph Capital, LLC 0.13% New 1,230 $285K
Global Wealth Management Investment Advisory, Inc. 0.06% New 1,220 $283K
Waller Financial Planning Group, Inc. 0.07% No change 1,219 $283K
OneAscent Family Office, LLC 0.51% — 1,216 $282K
Ariston Services Group 0.24% Reduce -16.5% 1,214 $281K
Presilium Private Wealth, LLC 0.06% New 1,214 $281K
Cannon Wealth Management Services, LLC 0.24% Add +3.4% 1,292 $281K
Nabity-Jensen Investment Management Inc 0.21% Add +1.9% 1,211 $281K
Rareview Capital LLC 0.20% New 1,627 $281K
Grove Street Fiduciary, LLC 0.15% — 1,210 $281K
Great Point Wealth Advisors, LLC 0.06% No change 1,208 $280K
Disciplined Growth Investors Inc. 0.01% Reduce -37.1% 1,206 $280K
Whitener Capital Management, Inc. 0.08% No change 1,204 $279K
Kondo Wealth Advisors, Inc. 0.14% — 1,204 $279K
Am Investment Strategies LLC 0.07% New 1,202 $279K
Stance Capital LLC 0.17% — 1,201 $278K
Citizens & Northern Corp. 0.08% New 1,200 $278K
Hardman Johnston Global Advisors LLC 0.01% No change 1,200 $278K
New Century Financial Group, LLC 0.12% Reduce -57.2% 1,194 $278K
Momentous Wealth Management, Inc. 0.23% — 1,197 $278K
Brookmont Capital Management 0.15% Reduce -12.8% 1,196 $277K
Griffith & Werner, Inc. 0.18% — 1,194 $277K
Northwest Financial Advisors 0.23% Add +0.2% 1,194 $277K
American Capital Advisory, LLC 0.15% Reduce -16.8% 1,190 $276K
Provenance Wealth Advisors, LLC 0.04% No change 1,190 $276K
Innova Wealth Partners 0.17% Reduce -90.5% 1,185 $275K
Lakeridge Wealth Management LLC 0.14% New 1,184 $275K
Optima Capital LLC 0.19% — 1,184 $274K
Dunhill Financial, LLC 0.13% Add +30.8% 1,182 $274K
Syverson Strege & Co 0.09% New 1,179 $273K
Martin Worley Group 0.17% — 1,171 $271K
Mowery & Schoenfeld Wealth Management, LLC 0.53% Add +254.6% 1,170 $271K
TRUE Private Wealth Advisors 0.03% New 1,167 $271K
Cassady Schiller Wealth Management, LLC 0.10% Add +25.3% 1,165 $270K
Private Wealth Management Group, LLC 0.10% No change 1,162 $269K
Financial Partners Group, Inc 0.04% Reduce -7.1% 1,162 $269K
Burford Brothers, Inc. 0.13% Add +0.1% 1,161 $269K
Waycross Investment Management Co 0.28% No change 1,160 $269K
ProVise Management Group, LLC 0.02% Reduce -51.9% 1,160 $269K
Emergent Wealth Advisors, LLC 0.19% New 1,159 $269K
Helium Advisors LLC 0.21% — 1,157 $268K
Halter Ferguson Financial Inc. 0.11% New 1,155 $268K
Vista Capital Partners, Inc. 0.03% New 1,153 $267K
Coastwise Capital Group, LLC 0.21% Reduce -43.8% 1,152 $267K
First United Bank & Trust 0.10% No change 1,150 $267K
Global Financial Private Client, LLC 0.10% Reduce -0.3% 1,146 $266K
Guidance Capital, Inc. 0.08% New 1,084 $265K
Pension & Wealth Management Advisors, Inc. 0.11% Add +69.1% 1,143 $265K
Argyle Capital Partners, LLC 0.23% — 1,140 $264K
Carmel Capital Partners, LLC 0.11% New 1,140 $264K
Value Aligned Research Advisors, LLC 0.07% Reduce -87.1% 1,137 $264K
D L Carlson Investment Group Inc. 0.05% New 1,136 $263K
Lodestar Private Asset Management LLC 0.03% New 1,135 $263K
Hoge Financial Services, LLC 0.19% New 1,132 $263K
Norway Savings Bank 0.15% Reduce -7.0% 1,130 $262K
Vectors Research Management, LLC 0.09% New 1,130 $262K
SGL Investment Advisors, Inc. 0.13% Reduce -16.5% 1,108 $262K
Capstone Wealth Management, LLC 0.26% — 1,126 $261K
Lutz Financial Services LLC 0.02% Reduce -16.8% 1,126 $261K
Solstein Capital, LLC 0.15% No change 1,120 $260K
Hardin Capital Partners, LLC 0.16% Reduce -1.1% 1,119 $259K
DF Dent & Co. Inc. 0.00% New 1,110 $257K
Copperleaf Capital, LLC 0.16% New 1,109 $257K
Marathon Trading Investment Management LLC 0.04% Reduce -53.8% 1,109 $257K
Trust Co of Kansas 0.12% Reduce -4.3% 1,110 $257K
Vance Wealth, LLC 0.10% Reduce -19.2% 1,107 $257K
Humankind Investments LLC 0.06% New 1,106 $256K
Sanchez Wealth Management Group 0.07% New 1,105 $256K
Western Pacific Wealth Management, LP 0.21% Add +18.8% 1,105 $256K
Willow Creek Wealth Management Inc. 0.03% New 1,105 $256K
Priebe Wealth Holdings LLC 0.17% New 1,104 $256K
Readystate Asset Management LP 0.02% New 1,103 $256K
Mosley Wealth Management 0.16% Add +1.2% 1,233 $254K
Powers Advisory Group, LLC 0.13% New 1,095 $254K
Orion Capital Management LLC 0.11% Reduce -8.8% 1,095 $254K
Elevation Wealth Partners, LLC 0.11% Add +5.3% 1,095 $254K
Peterson Wealth Advisors, LLC 0.05% Reduce -26.7% 1,088 $253K
My Personal CFO, LLC 0.13% New 1,091 $253K
Maxele Advisors, LLC 0.24% — 1,091 $253K
Aspen Wealth Management LLC 0.07% New 1,091 $253K
Tableaux LLC 0.21% — 1,090 $253K
Massachusetts Wealth Management 0.16% New 1,090 $253K
Oak Family Advisors, LLC 0.10% New 1,089 $253K
Newport Capital Group, LLC 0.19% New 1,088 $252K
International Private Wealth Advisors LLC 0.25% New 1,085 $252K
Lynch & Associates 0.05% New 1,084 $251K
Edge Financial Advisors LLC 0.22% New 1,084 $251K
Bravias Capital Group, LLC 0.20% — 1,130 $250K
Master's Wealth Management Inc. 0.13% — 1,078 $250K
Barton Investment Management 0.03% New 1,075 $249K
Sollinda Capital Management LLC 0.07% Reduce -10.7% 1,072 $249K
5T Wealth, LLC 0.14% — 1,068 $248K
Foundry Financial Group, Inc. 0.15% New 1,066 $247K
Smith Thornton Advisors LLC 0.16% New 1,060 $246K
Matrix Asset Advisors Inc. 0.03% New 1,060 $246K
Capital Advantage, Inc. 0.04% New 1,059 $245K
Ulland Investment Advisors, LLC 0.17% Add +123.5% 1,057 $245K
Advance Capital Management, Inc. 0.01% New 1,057 $245K
SOA Wealth Advisors, LLC. 0.05% Add +50.6% 1,056 $245K
Painted Porch Advisors LLC 0.12% Add +138.9% 1,056 $245K
BetterWealth, LLC 0.07% New 1,056 $245K
Wolff Financial Management LLC 0.07% New 1,054 $244K
Sterling Manor Financial, LLC 0.17% New 1,050 $243K
Ruggaard & Associates LLC 0.11% New 1,050 $243K
Martin Investment Management, LLC 0.07% New 1,050 $243K
Headland Capital, LLC 0.08% — 1,048 $243K
Clayton Financial Group LLC 0.09% Reduce -23.3% 1,047 $243K
Abacus Wealth Partners, LLC 0.04% New 1,046 $243K
Boyce & Associates Wealth Consulting, Inc. 0.25% New 1,045 $242K
WealthCare Investment Partners, LLC 0.11% New 1,043 $242K
Tidemark, LLC 0.09% Add +1.3% 1,043 $242K
RFP Financial Group LLC 0.09% New 1,040 $241K
Meridian Financial Advisors, LLC 0.17% Reduce -36.6% 1,040 $241K
Cornerstone Planning Group LLC 0.06% Add +15.5% 1,193 $241K
Cabot Wealth Management Inc. 0.03% Reduce -15.4% 1,039 $241K
Activest Wealth Management 0.07% Add +22.5% 1,036 $240K
Joseph P. Lucia & Associates, LLC 0.11% Reduce -16.2% 1,036 $240K
Cutler Investment Counsel LLC 0.03% New 1,030 $239K
Round Rock Advisors LLC 0.05% New 1,027 $238K
W Advisors, LLC 0.15% Reduce -55.0% 1,024 $237K
Barlow Wealth Partners, LLC 0.03% New 1,040 $237K
Potentia Wealth 0.11% — 1,020 $236K
WT Wealth Management 0.07% New 1,020 $236K
Aspiring Ventures, LLC 0.15% — 989 $235K
Sebold Capital Management, Inc. 0.16% Reduce -13.2% 1,010 $234K
Seneca Financial Advisors LLC 0.12% New 1,010 $234K
BlueChip Wealth Advisors LLC 0.13% New 1,008 $234K
Nadler Financial Group, Inc. 0.02% New 1,005 $233K
Total Investment Management Inc. 0.03% New 1,001 $232K
Unique Wealth Strategies, LLC 0.10% New 1,001 $232K
West Tower Group, LLC 0.51% Add +42.9% 1,000 $232K
PARK CIRCLE Co 0.21% No change 1,000 $232K
SIMA Wealth Partners, LLC 0.20% No change 1,000 $232K
Penney Financial, LLC 0.16% New 1,000 $232K
17 Capital Partners, LLC 0.15% Reduce -20.0% 1,000 $232K
Phraction Management LLC 0.09% New 1,000 $232K
Poehling Capital Management, INC. 0.06% New 1,000 $232K
Pekin Hardy Strauss, Inc. 0.03% New 1,000 $232K
Tompkins Financial Corp. 0.02% Reduce -13.0% 1,000 $232K
Fusion Capital, LLC 0.09% New 998 $231K
Arrien Investments, Inc. 0.16% Reduce -17.3% 1,072 $231K
Shum Financial Group, Inc. 0.20% New 997 $231K
Elite Financial, Inc. 0.13% — 999 $231K
LBMC Investment Advisors, LLC 0.02% New 994 $231K
Cooper/Haims Advisors, LLC 0.13% New 993 $230K
Pine Harbor Wealth Management, LLC 0.09% New 992 $230K
Sage Investment Counsel LLC 0.30% — 990 $230K
KMT Wealth Management, LLC 0.18% — 990 $230K
Johnson Bixby & Associates, LLC 0.04% New 990 $230K
Santori & Peters, Inc. 0.09% New 989 $229K
Bay Harbor Wealth Management, LLC 0.07% Add +15.7% 987 $229K
WR Wealth Planners, LLC 0.07% Reduce -21.1% 986 $229K
Strive Asset Management, LLC 0.17% — 986 $229K
Wexford Capital LP 0.06% Reduce -31.0% 986 $229K
Valtinson Bruner Financial Planning LLC 0.08% New 985 $228K
Wick Capital Partners, LLC 0.07% New 980 $227K
SFG Wealth Management, LLC. 0.12% New 975 $226K
Bridge Creek Capital Management LLC 0.07% New 975 $226K
Paragon Capital Management LLC 0.12% New 971 $225K
Threadgill Financial, LLC 0.12% New 971 $225K
Morningstar Investment Services LLC 0.02% Reduce -95.9% 968 $225K
Financial Synergies Wealth Advisors, Inc. 0.03% Reduce -34.3% 970 $225K
Ade, LLC 0.14% New 970 $225K
Searle & Co. 0.07% New 970 $225K
Grey Fox Wealth Advisors, LLC 0.06% New 964 $224K
Marotta Asset Management 0.05% New 963 $223K
Northstar Financial Companies, Inc. 0.21% — 963 $223K
TriaGen Wealth Management LLC 0.08% New 962 $223K
Flavin Financial Services, Inc. 0.21% — 960 $223K
Sharkey, Howes & Javer 0.03% New 960 $223K
Absher Wealth Management, LLC 0.03% New 960 $223K
Capital Investment Services of America, Inc. 0.02% Reduce -45.1% 960 $223K
Penn Davis McFarland Inc. 0.02% New 955 $221K
CogentBlue Wealth Advisors, LLC 0.19% — 953 $221K
HT Partners LLC 0.08% New 953 $221K
Bank & Trust Co 0.19% Reduce -5.5% 950 $220K
Eaton-Cambridge Inc. 0.10% New 950 $220K
Allegiance Financial Group Advisory Services LLC 0.07% New 946 $219K
Arrowroot Family Office, LLC 0.11% New 941 $218K
Clearview Wealth Advisors LLC 0.17% New 941 $218K
Tandem Capital Management Corp. 0.12% New 940 $218K
Ceera Investments, LLC 0.07% New 940 $218K
HFG Advisors, Inc. 0.19% New 940 $218K
Perissos Private Wealth Management, LLC 0.16% New 936 $217K
TPG Advisors LLC 0.17% New 930 $216K
CLG LLC 0.08% — 929 $215K
White Wing Wealth Management 0.16% New 926 $215K
AmeriServ Wealth Advisors 0.12% — 925 $214K
Monograph Wealth Advisors, LLC 0.03% New 920 $213K
Elite Life Management LLC 0.63% New 915 $212K
Westbourne Investments, Inc. 0.12% — 912 $211K
tru Independence LLC 0.07% New 911 $211K
Foundation Wealth Management, LLC\PA 0.10% — 910 $211K
Investment Research & Advisory Group, Inc. 0.09% No change 910 $211K
Portfolio Strategies, Inc. 0.03% New 910 $211K
First Long Island Investors, LLC 0.02% New 910 $211K
Hobbs Group Advisors, LLC 0.08% Add +35.0% 906 $210K
Hendley & Co. Inc. 0.07% New 900 $209K
Custos Family Office, LLC 0.07% New 901 $209K
Kraft Asset Management, LLC 0.16% New 916 $209K
Midwest Capital Advisors, LLC 0.15% — 900 $209K
Tanglewood Legacy Advisors, LLC 0.09% No change 900 $209K
WorthPointe, LLC 0.09% New 899 $208K
Turim 21 Investimentos Ltda. 0.05% No change 940 $208K
Power Wealth Management LLC 0.09% New 896 $208K
Swisher Financial Concepts, Inc. 0.24% Reduce -64.9% 896 $208K
Proactive Wealth Strategies LLC 0.11% New 894 $207K
Arbor Wealth Advisors LLC 0.18% New 890 $206K
MBE Wealth Management, LLC 0.12% Reduce -27.2% 885 $205K
Garrison Point Advisors, LLC 0.10% New 880 $204K
Market Street Wealth Management Advisors LLC 0.03% New 880 $204K
Hirtle & Co., LLC 0.01% New 879 $204K
TPG Financial Advisors, LLC 0.09% New 872 $202K
Avid Wealth Partners LLC 0.14% New 867 $201K
Okabena Investment Services Inc. 0.06% New 864 $200K
Decker Retirement Planning Inc. 0.12% — 860 $199K
CGC Financial Services, LLC 0.08% No change 850 $197K
First PREMIER Bank 0.05% Add +118.0% 850 $197K
Copia Wealth Management 0.18% — 835 $194K
Quest 10 Wealth Builders, Inc. 0.19% — 834 $193K
Atlantic Edge Private Wealth Management, LLC 0.06% Add +20.0% 828 $192K
Bank of New Hampshire 0.05% Add +41.4% 820 $190K
Chelsea Counsel Co. 0.10% New 800 $185K
Semmax Financial Advisors Inc. 0.05% Reduce -10.3% 777 $183K
Davidson Kahn Capital Management, LLC 0.17% — 789 $183K
Noble Wealth Management PBC 0.12% — 770 $179K
WealthCollab, LLC 0.11% Add +14.6% 763 $177K
Mizuho Bank, Ltd. 0.05% Add +7.1% 750 $174K
Stonebridge Financial Group, LLC 0.02% — 743 $172K
Signature Resources Capital Management, LLC 0.15% No change 740 $172K
Crowley Wealth Management, Inc. 0.15% — 740 $172K
PrairieView Partners, LLC 0.02% Reduce -29.0% 732 $169K
TD Capital Management LLC 0.02% Add +3.6% 728 $169K
Kentucky Trust Co 0.10% — 713 $165K
True Wealth Design, LLC 0.06% Add +7.2% 712 $165K
Knott David M Jr 0.06% No change 710 $165K
Red Tortoise LLC 0.09% Reduce -7.3% 708 $164K
Valued Wealth Advisors LLC 0.10% Reduce -8.7% 702 $163K
Palouse Capital Management, Inc. 0.11% No change 700 $162K
Gibson Capital, LLC 0.03% New 673 $156K
FWL Investment Management, LLC 0.06% No change 670 $155K
Keener Financial Planning LLC 0.09% No change 660 $153K
IAG Wealth Partners, LLC 0.03% Add +26.5% 658 $153K
Pacific Capital Wealth Advisors, Inc. 0.03% Reduce -3.0% 654 $152K
10Elms LLP 0.19% — 650 $151K
Millstone Evans Group, LLC 0.10% — 644 $149K
Koesten, Hirschmann & Crabtree, INC. 0.09% Add +10.3% 640 $148K
Clear Investment Research, LLC 0.19% Add +6.7% 638 $148K
PSI Advisors, LLC 0.04% No change 630 $146K
Quarry LP 0.03% Reduce -40.5% 630 $146K
HBC Financial Services, PLLC 0.09% No change 621 $144K
Wiser Advisor Group LLC 0.21% Add +0.2% 619 $144K
Northwest Bank & Trust Co 0.10% No change 870 $141K
Coston, McIsaac & Partners 0.04% No change 604 $140K
Advantage Trust Co 0.08% Reduce -20.0% 600 $139K
Winch Advisory Services, LLC 0.04% Add +3.1% 589 $137K
Raffa Wealth Management, LLC 0.03% Add +21.9% 585 $136K
Pineridge Advisors LLC 0.05% Add +49.7% 584 $135K
REAP Financial Group, LLC 0.03% Add +1.0% 582 $135K
Chapman Financial Group, LLC 0.11% — 580 $134K
Ruedi Wealth Management, Inc. 0.04% No change 564 $131K
Creative Capital Management Investments LLC 0.05% No change 560 $130K
Evelyn Partners Investment Management Services Ltd 0.02% — 560 $130K
Tucker Asset Management LLC 0.03% Add +3.4% 554 $128K
Lipe & Dalton 0.07% Reduce -47.2% 554 $128K
Frazier Financial Advisors, LLC 0.10% Reduce -19.5% 524 $124K
Richardson Capital Management LLC 0.08% No change 530 $123K
Minot DeBlois Advisors LLC 0.11% — 525 $122K
Pingora Partners LLC 0.08% Reduce -42.2% 520 $121K
Blue Bell Private Wealth Management, LLC 0.02% Reduce -63.1% 516 $120K
Aspect Partners, LLC 0.07% Add +3.0% 515 $119K
Financial Freedom, LLC 0.06% Reduce -17.7% 511 $118K
McClarren Financial Advisors, Inc. 0.33% Add +47.8% 510 $118K
Global Wealth Strategies & Associates 0.04% Add +60.6% 506 $117K
LFA - Lugano Financial Advisors SA 0.08% Add +36.5% 505 $117K
Hanseatic Management Services Inc. 0.15% Add +12.0% 504 $117K
Fourth Dimension Wealth, LLC 0.06% — 500 $116K
Campbell Capital Management Inc. 0.05% New 500 $116K
First Pacific Financial 0.03% Add +16.3% 500 $116K
DiNuzzo Private Wealth, Inc. 0.01% Reduce -8.1% 497 $115K
Peoples Bank 0.08% No change 490 $114K
Roxbury Financial LLC 0.11% — 695 $113K
Legacy Investment Solutions, LLC 0.07% Add +92.3% 500 $112K
Legacy Wealth Managment, LLC 0.07% Add +92.3% 500 $112K
Stelac Advisory Services LLC 0.04% New 480 $111K
Financial Avengers, Inc. 0.05% No change 472 $110K
Stuart Chaussee & Associates, Inc. 0.03% Add +113.6% 470 $109K
SJS Investment Consulting Inc. 0.02% Add +42.0% 467 $108K
Bfsg, LLC 0.01% Add +12.5% 451 $105K
Holos Integrated Wealth LLC 0.07% — 450 $104K
Rowlandmiller & Partners.adv 0.02% New 450 $104K
Evolution Advisers, Inc. 0.06% No change 450 $104K
Endeavor Private Wealth, Inc. 0.09% — 411 $95K
Atlantic Private Wealth, LLC 0.07% Reduce -5.9% 400 $93K
Mizuho Securities Co. Ltd. 1.39% Reduce -95.1% 390 $92K
Collier Financial 0.08% — 386 $90K
Moser Wealth Advisors, LLC 0.04% No change 370 $86K
Gen-Wealth Partners Inc 0.04% Reduce -86.9% 361 $84K
Hanson & Doremus Investment Management 0.01% Reduce -23.4% 360 $83K
MRP Capital Investments, LLC 0.07% Add +97.2% 355 $82K
Cranbrook Wealth Management, LLC 0.02% Add +7.6% 355 $82K
BIT Capital GmbH 0.01% No change 350 $81K
Pflug Koory, LLC 0.01% No change 350 $81K
West Financial Advisors, LLC 0.02% No change 345 $80K
Robinswood Financial LLC 0.03% No change 330 $77K
MidAtlantic Capital Management, Inc. 0.05% No change 318 $74K
Halbert Hargrove Global Advisors, LLC 0.00% New 308 $71K
CKW Financial Group 0.01% No change 300 $70K
Kieckhefer Group LLC 0.04% — 300 $70K
Trust Co 0.01% Add +200.0% 300 $70K
Castleview Partners, LLC 0.04% Add +103.4% 299 $69K
Virtus Investment Advisers, LLC 0.05% Reduce -68.5% 287 $67K
Iron Horse Wealth Management, LLC 0.02% Add +0.3% 283 $66K
Stephens Consulting, LLC 0.02% Reduce -22.2% 280 $65K
Grayhawk Investment Strategies Inc. 0.12% No change 280 $65K
Pinpoint Asset Management Ltd 0.01% Add +4.6% 272 $63K
Highline Wealth Partners LLC 0.02% Add +4.3% 270 $63K
Promus Capital, LLC 0.05% — 270 $63K
Longview Financial Advisors LLC 0.04% — 250 $58K
ESL Trust Services, LLC 0.01% Add +400.0% 250 $58K
Estabrook Capital Management 0.01% No change 250 $58K
Parkworth Wealth Management, Inc. 0.04% — 234 $54K
Hopwood Financial Services, Inc. 0.04% — 232 $54K
Strategic Investment Solutions, Inc. 0.02% No change 230 $53K
PMV Capital Advisers, LLC 0.14% — 225 $52K
Tsfg, LLC 0.01% Add +0.5% 224 $52K
Financial Network Wealth Advisors LLC 0.10% Reduce -57.8% 222 $51K
AlphaCentric Advisors LLC 0.05% Reduce -14.7% 221 $51K
Delta Asset Management LLC 0.00% No change 220 $51K
Financial Life Planners 0.04% — 215 $50K
Centerpoint Advisors, LLC 0.02% No change 211 $49K
Asset Planning,Inc 0.04% — 200 $46K
Capital A Wealth Management, LLC 0.07% — 191 $44K
Roble, Belko & Company, Inc 0.01% No change 190 $44K
S&T Bank 0.01% New 189 $44K
Glynn Capital Management LLC 0.01% No change 187 $43K
Cedar Wealth Management, LLC 0.02% Reduce -25.0% 180 $42K
Mark Sheptoff Financial Planning, LLC 0.02% Add +70.0% 170 $39K
R Squared Ltd 0.04% — 170 $39K
Towne Trust Company, N.A 0.01% Add +142.9% 170 $39K
Retirement Wealth Solutions LLC 0.03% — 166 $37K
Breakwater Investment Management 0.02% No change 160 $37K
MPWM Advisory Solutions, LLC 0.03% — 160 $37K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.02% Reduce -96.9% 155 $36K
Synergy Investment Management, LLC 0.01% — 150 $35K
New Wave Wealth Advisors LLC 0.01% Reduce -93.9% 150 $35K
Moisand Fitzgerald Tamayo, LLC 0.00% Add +7.1% 150 $35K
Cherry Tree Wealth Management, LLC 0.01% Add +8.2% 146 $34K
Bellevue Asset Management, LLC 0.02% New 141 $33K
Sellwood Investment Partners LLC 0.02% — 140 $32K
Criterion Capital Advisors, LLC 0.02% No change 20 $32K
Vermillion Wealth Management, Inc. 0.02% — 130 $30K
JNBA Financial Advisors 0.00% No change 130 $30K
JDM Financial Group LLC 0.02% Reduce -29.7% 130 $30K
Cornerstone National Bank & Trust Co 0.01% No change 127 $29K
Denver PWM, LLC 0.01% Add +2.5% 123 $29K
Barrett & Company, Inc. 0.01% Add +11.8% 123 $29K
PFG Private Wealth Management, LLC 0.02% No change 120 $28K
Pacific Center for Financial Services 0.01% No change 120 $28K
Sittner & Nelson, LLC 0.01% Add +19.0% 119 $28K
Pin Oak Investment Advisors Inc. 0.02% No change 150 $26K
Canton Hathaway, LLC 0.01% New 110 $26K
Principia Wealth Advisory, LLC 0.02% — 111 $26K
Rialto Wealth Management, LLC 0.01% — 110 $26K
Founders Capital Management 0.02% No change 110 $26K
Your Advocates Ltd., LLP 0.01% No change 110 $26K
Transamerica Financial Advisors, LLC 0.00% Reduce -98.4% 106 $25K
Pilgrim Partners Asia Pte Ltd 0.02% — 100 $23K
Legend Financial Advisors, Inc. 0.02% No change 100 $23K
Family CFO Inc 0.01% No change 100 $23K
Kings Path Partners LLC 0.01% No change 100 $23K
FSA Wealth Management LLC 0.01% No change 100 $23K
Briaud Financial Planning Inc 0.01% New 100 $23K
AlphaQuest LLC 0.00% Reduce -88.2% 96 $22K
Ransom Advisory, Ltd 0.01% No change 90 $21K
Kathleen S. Wright Associates Inc. 0.01% No change 90 $21K
Bear Mountain Capital, Inc. 0.01% New 85 $20K
Kiely Wealth Advisory Group, Inc. 0.01% No change 80 $19K
PayPay Securities Corp 0.81% Reduce -39.1% 81 $19K
Tower View Wealth Management LLC 0.01% No change 80 $19K
Investment Management Corp. /Va/ 0.02% — 80 $19K
PFS Partners, LLC 0.01% No change 78 $18K
Lanark Financial, Inc. 1.65% — 77 $18K
Tradewinds Capital Management, LLC 0.00% No change 77 $18K
Cedar Mountain Advisors, LLC 0.00% Reduce -15.6% 76 $18K
HighMark Wealth Management LLC 0.01% Add +1.3% 76 $18K
Wells Financial Advisors INC 0.02% No change 70 $16K
Lummis Asset Management, LP 0.02% No change 70 $16K
CoreFirst Bank & Trust 0.01% No change 70 $16K
Financial Gravity Companies, Inc. 0.00% New 70 $16K
Laurel Wealth Advisors LLC 0.00% No change 70 $16K
Hoese & Co LLP 0.01% No change 70 $16K
Ascentis Wealth Management, LLC 0.01% Add +11.7% 67 $16K
Redwood Park Advisors LLC 0.01% — 62 $14K
Delos Wealth Advisors, LLC 0.01% No change 60 $14K
Lowe Wealth Advisors, LLC 0.01% Add +20.0% 60 $14K
TruNorth Capital Management, LLC 0.00% No change 60 $14K
Sawyer & Company, Inc 0.00% No change 58 $13K
POM Investment Strategies, LLC 0.01% Add +32.5% 53 $12K
Horizons Wealth Management 0.01% No change 50 $12K
C M Bidwell & Associates Ltd. 0.01% No change 50 $12K
Evelyn Partners Investment Management LLP 0.00% — 45 $10K
Sanctuary Wealth Management, L.L.C. 0.01% New 44 $10K
Davis Capital Management 0.01% Reduce -47.5% 42 $10K
Capital & Planning, LLC 0.01% — 40 $9K
Curio Wealth, LLC 0.01% — 40 $9K
Wood Tarver Financial Group, LLC 0.00% — 40 $9K
Conquis Financial LLC 0.01% — 37 $9K
O'Brien Wealth Partners LLC 0.00% No change 30 $7K
Piscataqua Savings Bank 0.01% New 30 $7K
Fairman Group, LLC 0.01% Reduce -50.0% 30 $7K
Sugar Maple Asset Management, LLC 0.01% New 30 $7K
Bradley & Co. Private Wealth Management, LLC 0.00% — 30 $7K
LSV Asset Management 0.00% New 28 $6K
Mendota Financial Group, LLC 0.00% Reduce -27.3% 24 $6K
SWAN Capital LLC 0.00% New 21 $5K
Evelyn Partners Asset Management Ltd 0.00% — 21 $5K
WestEnd Advisors, LLC 0.00% Reduce -4.5% 21 $5K
Navigoe, LLC 0.00% — 20 $4K
St. Johns Investment Management Company, LLC 0.00% No change 10 $2K
Measured Risk Portfolios, Inc. 0.00% — 10 $2K
Anfield Capital Management, LLC 0.00% Reduce -25.0% 6 $1K
Prudent Man Investment Management, Inc. 0.00% — 4 $928
PEAK6 LLC 0.00% — 3 $742
Bridge Generations Wealth Management LLC 0.00% — 3 $696

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