The BoeingBA

13F holders, Q1 2024 (March 31)
2,196holders
10famous investors
$192.60avg. 13F price*

At the end of Q1 2024, 2,196 institutions reported holding The Boeing Co. (BA) in their 13F filings. The largest holders were Vanguard Group Inc. ($9.6B), BlackRock Inc. ($7.2B) and Newport Trust Company, LLC ($6.0B). 10 famous investors held it, including Steve Cohen (0.8% of Point72 Asset Management's portfolio), David Tepper (0.7% of Appaloosa's portfolio) and Ken Fisher (0.4% of Fisher Asset Management's portfolio).

Company
The Boeing Co.
Sector
Industrials
CUSIP
097023105
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions116$535.1M
Exits402$1.4B

Ownership 2,196 holders

Vanguard Group Inc. 0.19% Add +2.5% 49,724,770 $9.6B
BlackRock Inc. 0.17% Add +1.4% 37,171,275 $7.2B
Newport Trust Company, LLC 16.39% Reduce -3.5% 31,251,551 $6.0B
State Street Corp. 0.23% Add +1.8% 27,069,378 $5.2B
FMR LLC 0.29% Add +7.0% 22,066,891 $4.3B
Capital Research Global Investors 0.72% Reduce -2.6% 16,446,305 $3.2B
Loomis Sayles & Co. L P 3.70% Add +27.4% 13,447,385 $2.6B
Geode Capital Management, LLC 0.20% Add +4.0% 11,104,120 $2.1B
Capital World Investors 0.34% Reduce -37.4% 10,791,455 $2.1B
Morgan Stanley 0.14% Reduce -2.4% 8,797,721 $1.7B
Bank of America Corp. 0.15% Reduce -25.5% 7,678,203 $1.5B
Massachusetts Financial Services Co. 0.43% Add +1427.0% 7,512,613 $1.4B
Nuveen Asset Management, LLC 0.41% Reduce -3.9% 7,134,448 $1.4B
T. Rowe Price Associates Inc. 0.15% Reduce -37.1% 6,173,367 $1.2B
Northern Trust Corp. 0.16% Reduce -3.1% 4,845,450 $935.1M
Wellington Management Group LLP 0.16% Add +38.8% 4,773,333 $921.2M
Fisher Asset Management 0.39% Add +5.3% 4,334,833 $836.6M
Jennison Associates LLC 0.54% Add +14.1% 4,203,435 $811.2M
Bank of New York Mellon Corp 0.14% Reduce -4.3% 3,823,001 $737.8M
Barclays PLC 0.27% Reduce -1.3% 3,082,075 $594.8M
JPMorgan Chase & Co. 0.05% Add +52.6% 3,062,558 $591.0M
Charles Schwab Investment Management Inc. 0.14% Add +1.7% 3,062,385 $591.0M
Legal & General Group Plc 0.15% Reduce -0.1% 2,623,813 $506.4M
Wells Fargo & Company 0.13% Reduce -5.4% 2,518,791 $486.1M
Invesco Ltd. 0.10% Reduce -23.8% 2,396,965 $462.6M
UBS Group AG 0.15% Reduce -2.6% 2,352,057 $453.9M
Pentwater Capital Management LP 6.70% Add +240.4% 2,101,824 $405.6M
Royal Bank of Canada 0.09% Reduce -18.4% 1,951,159 $376.6M
Goldman Sachs Group Inc. 0.07% Reduce -5.0% 1,834,068 $354.0M
HSBC Holdings PLC 0.24% Add +36.8% 1,775,761 $342.6M
Swiss National Bank 0.23% Reduce -4.0% 1,721,200 $332.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Reduce -8.2% 1,711,110 $330.2M
Deutsche Bank AG 0.15% Add +17.2% 1,643,522 $317.2M
Sumitomo Mitsui Trust Group, Inc. 0.22% Add +0.1% 1,637,638 $316.0M
Citadel Advisors 0.29% Add +349.5% 1,509,950 $291.4M
Point72 Asset Management 0.77% Add +495.3% 1,347,586 $260.1M
Natixis Advisors, LLC 0.57% Add +28.2% 1,293,902 $249.7M
Capital International Investors 0.05% Reduce -37.1% 1,211,528 $233.8M
Lazard Asset Management LLC 0.30% Add +0.1% 1,185,449 $228.8M
Dimensional Fund Advisors LP 0.06% Add +0.5% 1,178,316 $227.4M
Citigroup Inc. 0.24% Add +78.4% 1,155,914 $223.1M
Marshall Wace, LLP 0.35% Add +85.0% 1,091,339 $210.6M
Hotchkis & Wiley Capital Management LLC 0.70% Add +30.1% 1,090,637 $210.5M
Ameriprise Financial Inc. 0.06% Add +23.6% 1,059,860 $204.5M
Rhumbline Advisers 0.19% Add +1.6% 1,018,691 $196.6M
California Public Employees Retirement System 0.13% Reduce -2.1% 985,118 $190.1M
National Bank of Canada 0.33% Add +103.3% 1,063,178 $189.8M
Adage Capital Partners Gp, L.L.C. 0.36% Add +63.1% 982,558 $189.6M
Raymond James & Associates 0.13% Add +13.5% 960,954 $185.5M
Qube Research & Technologies Ltd 0.33% Add +10073.5% 958,035 $184.9M
California State Teachers Retirement System 0.23% Add +1.1% 932,092 $179.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.25% Add +16.6% 931,916 $179.9M
Amundi 0.08% Add +11.4% 1,041,351 $177.3M
LPL Financial LLC 0.09% Reduce -9.7% 872,897 $168.5M
National Pension Service 0.20% Add +0.8% 863,195 $166.6M
Prudential Financial Inc. 0.22% Reduce -7.7% 803,528 $155.1M
New York State Common Retirement Fund 0.20% Reduce -18.0% 775,358 $149.6M
Alliancebernstein L.P. 0.05% Reduce -31.6% 752,734 $145.3M
Canada Pension Plan Investment Board 0.15% Add +79.0% 726,254 $140.2M
Ensign Peak Advisors, Inc 0.26% Reduce -39.5% 725,756 $140.1M
Bank of Montreal 0.04% Reduce -35.5% 704,867 $136.2M
Agf Management Ltd. 0.74% Reduce -0.2% 688,024 $132.8M
Bank of Nova Scotia 0.26% Add +840.5% 664,179 $128.1M
State Board of Administration of Florida Retirement System 0.30% Add +3.4% 602,168 $127.9M
Unisphere Establishment 1.27% Reduce -15.6% 650,000 $125.4M
Principal Financial Group Inc. 0.07% Add +1.1% 634,528 $122.5M
Stifel Financial Corp. 0.14% Reduce -5.5% 626,196 $120.9M
Susquehanna International Group, LLP 0.18% Add +12.4% 615,255 $118.7M
New York State Teachers Retirement System 0.22% Reduce -2.3% 558,288 $107.7M
Credit Suisse AG/ 0.10% Reduce -12.6% 534,367 $103.1M
BNP Paribas Financial Markets 0.13% Reduce -34.1% 533,748 $103.0M
Fort Washington Investment Advisors Inc. 0.65% Add +15.9% 523,176 $101.0M
Envestnet Asset Management Inc. 0.04% Add +15.4% 505,594 $97.6M
1832 Asset Management L.P. 0.17% Reduce -3.3% 484,421 $93.5M
STRS Ohio 0.35% Add +30.1% 461,394 $89.0M
Korea Investment CORP 0.22% Reduce -3.6% 451,941 $87.2M
Jane Street Group, LLC 0.11% Reduce -79.5% 445,447 $86.0M
Raymond James Financial Services Advisors, Inc. 0.13% Reduce -8.2% 444,000 $85.7M
Boston Partners 0.10% Reduce -75.5% 442,240 $85.3M
Commonwealth Equity Services, LLC 0.14% Reduce -8.2% 435,933 $84.1M
Manufacturers Life Insurance Company, The 0.08% Reduce -7.1% 434,559 $83.9M
HighTower Advisors, LLC 0.13% Reduce -17.8% 428,447 $82.9M
Millennium Management 0.07% Reduce -27.2% 407,646 $78.7M
PNC Financial Services Group, Inc. 0.05% Reduce -5.4% 404,075 $78.0M
Hudson Bay Capital Management LP 0.78% Add +11.7% 402,250 $77.6M
Wealth Enhancement Advisory Services, LLC 0.20% Add +32.7% 399,964 $77.2M
Truist Financial Corp. 0.11% Add +3.4% 389,649 $75.2M
TD Asset Management Inc 0.07% Add +7.7% 379,344 $73.2M
Mirae Asset Global Investments Co., Ltd. 0.15% Reduce -22.5% 357,321 $69.7M
Los Angeles Capital Management LLC 0.24% Add +2.2% 358,781 $69.2M
Toronto Dominion Bank 0.11% Add +2.6% 354,412 $68.4M
Simplex Trading, LLC 1.94% New 345,653 $66.7M
State of New Jersey Common Pension Fund D 0.19% Add +1.3% 329,651 $63.6M
Corient Private Wealth LP 0.11% Reduce -3.6% 324,569 $62.5M
Neuberger Berman Group LLC 0.05% Reduce -32.4% 321,900 $62.1M
Retirement Systems of Alabama 0.24% Add +0.4% 321,065 $62.0M
Primecap Management Co. 0.05% Add +6.7% 319,300 $61.6M
Chevy Chase Trust Holdings, LLC 0.20% Reduce -0.2% 318,880 $61.5M
Alyeska Investment Group, L.P. 0.38% Add +244.7% 312,257 $60.3M
State of Wisconsin Investment Board 0.16% Add +2.2% 308,085 $59.5M
Epoch Investment Partners, Inc. 0.26% Add +26.7% 301,106 $58.1M
Cetera Investment Advisers 0.14% Add +278.7% 299,017 $57.7M
Osaic Holdings, Inc. 0.13% Reduce -6.1% 297,665 $57.4M
Asset Management One Co., Ltd. 0.22% Reduce -2.1% 296,378 $57.2M
Empower Advisory Group, LLC 0.21% Reduce -19.2% 295,222 $57.0M
PEAK6 Investments LLC 2.75% Add +5112.2% 294,386 $56.8M
US Bancorp \de 0.08% Reduce -17.5% 291,881 $56.3M
Mitsubishi UFJ Trust & Banking Corp 0.13% Reduce -7.5% 290,952 $56.1M
Executive Wealth Group LLC 11.61% Add +229.0% 276,131 $55.8M
Voya Investment Management LLC 0.06% Reduce -65.7% 274,031 $52.9M
Creative Planning 0.06% Reduce -0.6% 268,811 $51.9M
Public Employees Retirement System of Ohio 0.20% Reduce -5.5% 266,068 $51.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.64% Add +6.5% 265,915 $51.3M
Staley Capital Advisers Inc. 2.36% Reduce -1.9% 262,172 $50.6M
Connor, Clark & Lunn Investment Management Ltd. 0.21% Add +11242.2% 257,127 $49.6M
Northwestern Mutual Wealth Management Co. 0.05% Add +28.2% 255,116 $49.2M
Treasurer of the State of North Carolina 0.21% Add +2.1% 252,828 $48.8M
Squarepoint Ops LLC 0.20% Reduce -19.7% 251,221 $48.5M
Bowen Hanes & Co. Inc. 1.36% Reduce -1.0% 247,300 $47.7M
Calamos Advisors LLC 0.33% Add +25.3% 238,004 $45.9M
CTC LLC 0.75% New 236,971 $45.7M
Aberdeen Group plc 0.09% Add +2.0% 234,978 $45.3M
Baird Financial Group, Inc. 0.10% Add +0.4% 234,711 $45.3M
Sei Investments Co. 0.07% Add +14.8% 234,555 $45.3M
Rockefeller Capital Management L.P. 0.13% Reduce -18.2% 232,940 $45.0M
AustralianSuper Pty Ltd 0.26% No change 235,000 $44.5M
Aviva PLC 0.15% Reduce -18.2% 229,599 $44.3M
IMC-Chicago, LLC 1.52% Add +261.9% 226,829 $43.8M
Appaloosa 0.65% New 225,000 $43.4M
Royal London Asset Management Ltd. 0.11% Add +1.6% 224,839 $43.4M
Senator Investment Group LP 1.96% Add +34.9% 222,639 $43.0M
State of Tennessee, Department of Treasury 0.16% Reduce -19.0% 219,986 $42.5M
Pictet Asset Management Holding SA 0.05% Reduce -0.4% 217,268 $41.9M
Susquehanna Fundamental Investments, LLC 1.91% New 211,714 $40.9M
First Trust Advisors LP 0.04% Add +29.6% 210,770 $40.7M
Spectrum Financial Alliance Ltd LLC 15.24% Add +16.3% 202,731 $39.1M
Credit Agricole S A 0.67% Add +452.4% 229,074 $39.0M
Cacti Asset Management LLC 3.07% Add +20.5% 220,419 $38.5M
Intech Investment Management LLC 0.53% Add +8.6% 194,189 $37.5M
Mackenzie Financial Corp. 0.05% Add +11.3% 192,692 $37.2M
Nomura Asset Management Co. Ltd. 0.13% Reduce -1.8% 188,922 $36.5M
Janney Montgomery Scott LLC 0.11% Reduce -23.1% 188,828 $36.4M
Resona Asset Management Co.,Ltd. 0.21% — 186,669 $36.0M
Victory Capital Management Inc. 0.04% Reduce -2.0% 185,940 $35.9M
Mariner, LLC 0.07% Reduce -4.5% 185,501 $35.8M
SG Americas Securities, LLC 0.19% Add +382.1% 185,006 $35.7M
Fifth Third Bancorp 0.14% Reduce -7.7% 182,405 $35.2M
D. E. Shaw & Co. 0.05% Reduce -30.6% 180,182 $34.8M
Migdal Insurance & Financial Holdings Ltd. 0.56% New 180,000 $34.7M
Gateway Investment Advisers LLC 0.39% Reduce -2.2% 178,729 $34.5M
Cambridge Investment Research Advisors, Inc. 0.13% Reduce -8.6% 174,526 $33.7M
Nisa Investment Advisors, LLC 0.22% Add +0.2% 174,235 $33.6M
Blair William & Co. 0.10% Reduce -17.0% 171,708 $33.1M
ProShare Advisors LLC 0.09% Reduce -19.6% 169,119 $32.6M
Arizona State Retirement System 0.22% Add +2.3% 164,929 $31.8M
OAKMONT Corp 7.78% No change 164,628 $31.8M
Douglas Lane & Associates, LLC 0.45% Add +155.2% 164,229 $31.7M
Worldquant Millennium Advisors LLC 0.39% Add +1320.6% 163,840 $31.6M
Cibc World Markets Corp. 0.21% Add +95.7% 162,789 $31.4M
Discovery Capital Management, LLC / CT 4.35% New 157,850 $30.5M
State of Michigan Retirement System 0.16% Reduce -30.4% 157,096 $30.3M
CANADA LIFE ASSURANCE Co 0.06% Reduce -22.4% 152,723 $29.5M
Nomura Holdings Inc. 0.23% Add +188.7% 148,919 $28.7M
American International Group, Inc. 0.10% Add +0.2% 147,711 $28.5M
AQR Capital Management 0.05% Reduce -32.8% 145,260 $28.0M
Capital Group Private Client Services, Inc. 0.27% New 139,579 $26.9M
Minneapolis Portfolio Management Group, LLC 3.68% Reduce -3.3% 139,434 $26.9M
Meitav Investment House Ltd. 0.52% Reduce -38.3% 138,699 $26.8M
MetLife Investment Management, LLC 0.18% Reduce -2.6% 137,315 $26.5M
Quantitative Investment Management, LLC 1.54% New 135,523 $26.2M
Walleye Trading LLC 0.42% Add +584.0% 131,924 $25.5M
Comerica Bank 0.11% Reduce -6.7% 130,123 $25.1M
Daiwa Securities Group Inc. 0.14% Add +5.5% 129,328 $25.0M
U S Global Investors Inc. 2.04% Reduce -6.2% 128,797 $24.9M
Rafferty Asset Management, LLC 0.09% Reduce -9.7% 128,589 $24.8M
KLCM Advisors, Inc. 3.16% Add +10.0% 127,672 $24.6M
Macquarie Group Ltd. 0.03% Add +135.7% 127,280 $24.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.17% Add +1.1% 125,906 $24.3M
D.A. Davidson & Co. 0.22% Reduce -4.3% 125,769 $24.3M
Silvant Capital Management LLC 1.12% Add +0.7% 121,506 $23.4M
Henshaw Capital LLC 1.09% No change 120,553 $23.3M
FRG Family Wealth Advisors LLC 4.49% Reduce -0.4% 136,390 $22.9M
Texas Permanent School Fund Corp. 0.18% Add +1.2% 118,553 $22.9M
Amalgamated Bank 0.19% Reduce -13.6% 117,796 $22.7M
Cerity Partners LLC 0.06% Reduce -81.0% 118,878 $22.6M
GAMCO Investors 0.23% Reduce -1.3% 116,254 $22.4M
Kestra Advisory Services, LLC 0.15% Reduce -0.0% 115,967 $22.4M
Federated Hermes, Inc. 0.05% Reduce -14.4% 115,309 $22.3M
Gabelli Funds LLC 0.16% Add +2.5% 113,700 $21.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Add +6.6% 112,480 $21.7M
Twin Tree Management, LP 0.49% Reduce -34.3% 112,320 $21.7M
Franklin Resources Inc. 0.01% Add +186.3% 109,729 $21.2M
Shelton Capital Management 0.59% Reduce -3.3% 106,739 $20.6M
Tiaa Trust, National Association 0.06% Reduce -4.8% 106,483 $20.6M
Tocqueville Asset Management L.P. 0.33% Reduce -1.2% 103,419 $20.0M
Heritage Investors Management Corp. 0.70% Add +15.3% 102,756 $19.8M
Czech National Bank 0.25% Add +1.3% 100,912 $19.5M
Two Sigma Securities, LLC 0.94% Reduce -4.3% 100,110 $19.3M
Wolf Hill Capital Management, LP 1.27% New 100,000 $19.3M
Laurion Capital Management LP 0.53% Reduce -49.4% 98,365 $19.0M
Utah Retirement Systems 0.22% Add +1.6% 98,239 $19.0M
Pathstone Holdings, LLC 0.09% Add +11.5% 96,812 $18.7M
Private Advisor Group, LLC 0.13% Reduce -10.6% 95,773 $18.5M
Janus Henderson Group PLC 0.01% Add +21.3% 93,046 $17.9M
Kodai Capital Management LP 0.42% Add +24.4% 92,496 $17.9M
Natixis 0.10% New 92,020 $17.8M
Braun Stacey Associates Inc. 0.70% Reduce -28.8% 91,703 $17.7M
Absher Wealth Management, LLC 2.45% Add +3.2% 91,599 $17.7M
M&T Bank Corp 0.06% Reduce -2.3% 90,993 $17.6M
Capstone Investment Advisors, LLC 0.60% Add +1888.0% 89,581 $17.3M
Blue Chip Partners, LLC 1.64% Add +5.1% 87,459 $16.9M
Cibc World Market Inc. 0.04% Reduce -15.5% 87,440 $16.9M
Beacon Pointe Advisors, LLC 0.18% Add +2.0% 85,096 $16.4M
CIBC Asset Management Inc 0.06% Add +3.6% 84,808 $16.4M
Peapack Gladstone Financial Corp. 0.25% Reduce -9.7% 82,256 $15.9M
Public Employees Retirement Association of Colorado 0.07% Reduce -3.8% 82,247 $15.9M
Atria Wealth Solutions, Inc. 0.18% Reduce -3.9% 81,541 $15.7M
Xponance LLC 0.16% Add +5.0% 80,975 $15.6M
Yarbrough Capital, LLC 0.68% No change 80,947 $15.6M
New York Life Investment Management LLC 0.15% Reduce -2.7% 78,829 $15.2M
MML Investors Services, LLC 0.06% Reduce -7.0% 78,708 $15.2M
Clough Capital Partners L P 1.67% Reduce -31.0% 78,685 $15.2M
Picton Mahoney Asset Management 0.63% Reduce -20.6% 77,817 $15.0M
Pinebridge Investments, L.P. 0.12% Reduce -43.2% 77,634 $15.0M
Commerce Bank 0.10% Reduce -1.9% 76,651 $14.8M
OneDigital Investment Advisors LLC 0.23% Add +21.6% 75,754 $14.6M
Mutual of America Capital Management LLC 0.16% Reduce -0.1% 75,114 $14.5M
Tower Research Capital LLC (TRC) 0.35% Reduce -20.4% 74,871 $14.4M
First Manhattan Co. Llc. 0.05% Reduce -6.0% 74,764 $14.4M
Banco Santander, S.A. 0.17% Reduce -5.3% 73,879 $14.3M
Davidson Investment Advisors 0.73% Add +1.0% 72,638 $14.0M
Factory Mutual Insurance Co. 0.16% Reduce -28.8% 71,100 $13.7M
Roffman Miller Associates Inc. 0.92% Reduce -3.0% 70,918 $13.7M
Eisler Capital (UK) Ltd. 1.69% Add +255.8% 70,822 $13.7M
Glenmede Trust Co. NA 0.07% Reduce -2.0% 70,582 $13.6M
Parallax Volatility Advisers, L.P. 0.45% New 70,231 $13.6M
Azimuth Capital Investment Management LLC 0.55% Reduce -0.1% 69,459 $13.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% Add +4.4% 68,849 $13.3M
Allianz Asset Management GmbH 0.02% Add +2285.4% 68,699 $13.3M
Wesleyan Assurance Society 1.17% Add +9.6% 68,250 $13.2M
Yousif Capital Management, LLC 0.15% Reduce -0.9% 68,091 $13.1M
Teacher Retirement System of Texas 0.08% Reduce -7.8% 67,676 $13.1M
Walleye Capital LLC 0.15% New 67,257 $13.0M
Nissay Asset Management Corp. /Japan 0.09% Add +2.2% 67,185 $13.0M
Capital Fund Management S.A. 0.16% New 67,081 $12.9M
ING Groep NV 0.09% Add +38.2% 66,817 $12.9M
Wolverine Trading, LLC 0.13% Reduce -36.9% 66,138 $12.8M
RPG Investment Advisory, LLC 1.90% Add +0.4% 65,573 $12.7M
Equitable Holdings, Inc. 0.14% Add +5.1% 65,026 $12.5M
North Point Portfolio Managers Corp. 2.12% Reduce -0.3% 64,957 $12.5M
Stephens Inc. 0.19% Add +51.0% 63,816 $12.3M
Atria Investments, Inc 0.17% Add +18.3% 63,765 $12.3M
Avior Wealth Management, LLC 0.57% Add +209.4% 63,649 $12.3M
Meyer Handelman Co. 0.43% Add +6.0% 62,956 $12.1M
Rothschild Investment LLC 0.87% Reduce -14.0% 62,371 $12.0M
State of Alaska, Department of Revenue 0.14% Add +1.3% 62,219 $12.0M
WASHINGTON TRUST Co 0.44% Reduce -1.1% 61,916 $11.9M
Huntington National Bank 0.13% Reduce -23.5% 61,256 $11.8M
Capital Planning LLC 3.83% Add +4.7% 60,799 $11.7M
Jacobs & Co. 1.24% Add +6.6% 60,470 $11.7M
Kepos Capital LP 2.99% New 60,000 $11.6M
Gardner Lewis Asset Management L P 3.47% Add +4.6% 59,796 $11.5M
Balyasny Asset Management L.P. 0.03% Reduce -94.3% 59,721 $11.5M
NorthCrest Asset Manangement, LLC 0.39% Add +4.7% 59,270 $11.4M
Washington Trust Bank 1.07% Add +5.4% 58,332 $11.3M
Pinnacle Associates Ltd. 0.18% Reduce -6.7% 58,121 $11.2M
NewEdge Advisors, LLC 0.10% Add +32.2% 58,079 $11.2M
Lake Street Advisors Group, LLC 0.51% Reduce -0.5% 56,254 $10.9M
Wealthfront Advisers LLC 0.04% Reduce -8.8% 55,605 $10.7M
Calamos Wealth Management LLC 0.61% Reduce -2.3% 54,818 $10.6M
Route One Investment Company, L.P. 0.42% New 54,500 $10.5M
Captrust Financial Advisors 0.04% Reduce -48.5% 54,455 $10.5M
Wedbush Securities Inc. 0.39% Add +7.1% 53,835 $10.4M
Whittier Trust Co. 0.15% Reduce -5.9% 53,825 $10.4M
Mission Wealth Management, LP 0.27% Add +39.1% 53,038 $10.2M
Schroder Investment Management Group 0.01% Add +0.1% 52,838 $10.2M
Steigerwald, Gordon & Koch Inc. 1.26% Reduce -8.5% 52,649 $10.2M
MAI Capital Management 0.10% Reduce -2.9% 51,768 $10.0M
First American Bank 0.75% Add +7.1% 51,348 $9.9M
Burgundy Asset Management Ltd. 0.10% Add +42.9% 50,000 $9.6M
Davidson Kempner Capital Management LP 0.19% Add +885.5% 49,274 $9.5M
Traynor Capital Management, Inc. 0.90% Add +9.3% 49,084 $9.5M
Oregon Public Employees Retirement Fund 0.19% Add +10.5% 49,056 $9.5M
Foundations Investment Advisors, LLC 0.25% Add +15.1% 48,578 $9.4M
Clifford Swan Investment Counsel LLC 0.35% Reduce -8.4% 48,575 $9.4M
SpiderRock Advisors, LLC 0.30% — 52,004 $9.4M
Tritonpoint Wealth, LLC 0.97% Add +61.3% 62,121 $9.3M
QRG Capital Management, Inc. 0.12% Reduce -1.2% 47,616 $9.2M
Windward Capital Management Co. 0.77% Reduce -1.3% 47,581 $9.2M
Teachers Retirement System of the State of Kentucky 0.08% Reduce -4.3% 46,374 $8.9M
Beese Fulmer Investment Management, Inc. 0.84% Add +4.5% 46,102 $8.9M
Perkins Coie Trust Co 2.08% Reduce -1.8% 45,978 $8.9M
CMH Wealth Management LLC 2.25% Reduce -30.7% 45,840 $8.8M
Hodges Capital Management Inc. 0.55% Add +72.2% 45,197 $8.7M
Mesirow Financial Investment Management, Inc. 0.20% Add +17.7% 45,181 $8.7M
Fort Sheridan Advisors LLC 1.64% Reduce -1.1% 45,169 $8.7M
Procyon Advisors, LLC 0.67% Add +30.9% 44,979 $8.7M
Jackson Square Partners, LLC 0.36% Reduce -7.8% 44,773 $8.6M
Russell Investments Group, Ltd. 0.01% Reduce -44.5% 44,706 $8.6M
Caisse de depot et placement du Quebec 0.02% Add +91.7% 44,459 $8.6M
Wesbanco Bank Inc. 0.32% Reduce -24.1% 44,382 $8.6M
Orion Porfolio Solutions, LLC 0.09% Add +274.1% 43,865 $8.5M
Orion Portfolio Solutions, LLC 0.09% Add +274.1% 43,865 $8.5M
Hillman Capital Management, Inc. 2.71% Add +22.7% 43,683 $8.4M
Brown Advisory Inc. 0.01% Reduce -3.5% 43,624 $8.4M
Kentucky Retirement Systems 0.25% Reduce -4.3% 43,555 $8.4M
Grassi Investment Management 0.75% Reduce -17.6% 42,932 $8.3M
Channing Capital Management, LLC 0.22% Add +54.9% 42,771 $8.3M
Xcel Wealth Management, LLC 2.60% Add +4.8% 42,766 $8.3M
Johnson Investment Counsel Inc. 0.09% Reduce -3.9% 42,641 $8.2M
CIBC Private Wealth Group LLC 0.02% Reduce -10.7% 43,284 $8.2M
Cresset Asset Management, LLC 0.04% Add +19.9% 42,450 $8.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.25% Add +2.7% 42,389 $8.2M
Steward Partners Investment Advisory, LLC 0.09% Reduce -68.7% 41,734 $8.1M
Buckingham Strategic Wealth, LLC 0.08% Reduce -0.6% 41,449 $8.0M
Lido Advisors, LLC 0.07% Add +4.7% 41,161 $7.9M
KBC Group NV 0.03% Add +4.1% 40,813 $7.9M
B. Riley Wealth Advisors, Inc. 0.21% Add +6.6% 41,092 $7.9M
Ally Financial Inc. 1.04% New 40,000 $7.7M
Prime Capital Investment Advisors, LLC 0.11% Reduce -50.0% 39,967 $7.7M
Phoenix Financial Ltd. 0.11% Add +96.3% 39,918 $7.7M
Pacer Advisors, Inc. 0.02% Reduce -30.8% 39,221 $7.6M
Cornerstone Advisors, LLC 0.31% Reduce -5.3% 39,100 $7.5M
Maryland State Retirement & Pension System 0.15% Add +2.3% 44,405 $7.5M
Sand Hill Global Advisors, LLC 0.35% Reduce -0.2% 37,719 $7.3M
Vanguard Personalized Indexing Management, LLC 0.16% Add +11.9% 37,480 $7.2M
American Century Companies Inc. 0.00% Add +7.0% 37,253 $7.2M
Stonebridge Capital Advisors LLC 0.65% Add +7.8% 37,238 $7.2M
Hartford Investment Management Co. 0.25% Reduce -3.3% 37,054 $7.2M
Guggenheim Capital LLC 0.05% Add +48.8% 36,865 $7.1M
Oppenheimer & Co. Inc. 0.12% Reduce -14.5% 36,781 $7.1M
Montag A & Associates Inc. 0.35% Reduce -21.7% 36,626 $7.1M
EP Wealth Advisors, LLC 0.08% Reduce -1.6% 36,502 $7.0M
CENTRAL TRUST Co 0.18% Reduce -5.6% 36,487 $7.0M
Allspring Global Investments Holdings, LLC 0.01% Reduce -5.6% 36,414 $7.0M
Financial Engines Advisors L.L.C. 0.02% Add +1.1% 36,398 $7.0M
Bell & Brown Wealth Advisors, LLC 3.00% Add +18.8% 36,375 $7.0M
Tidal Investments LLC 0.12% Add +22.1% 36,178 $7.0M
O'shaughnessy Asset Management, LLC 0.08% Reduce -10.1% 35,890 $6.9M
United Capital Financial Advisors, LLC 0.06% Reduce -8.1% 35,847 $6.9M
Hoertkorn Richard Charles 2.95% Reduce -0.4% 35,572 $6.9M
Sepio Capital, LP 0.58% Add +16.3% 35,208 $6.8M
Adams Diversified Equity Fund, Inc. 0.24% Reduce -72.2% 34,777 $6.7M
Avantax Advisory Services, Inc. 0.06% Reduce -9.9% 34,557 $6.7M
Live Oak Private Wealth LLC 1.15% Reduce -24.6% 34,487 $6.7M
TD Waterhouse Canada Inc. 0.05% New 34,562 $6.6M
Moneta Group Investment Advisors LLC 0.11% Add +77.6% 33,986 $6.6M
Associated Banc-Corp 0.21% Reduce -5.5% 33,961 $6.6M
Lipe & Dalton 3.38% Add +7.0% 33,941 $6.5M
Securian Asset Management, Inc. 0.19% Reduce -6.2% 33,760 $6.5M
Anson Funds Management LP 0.52% New 33,725 $6.5M
tru Independence LLC 1.92% Reduce -0.8% 33,718 $6.5M
Louisiana State Employees Retirement System 0.13% Reduce -2.9% 33,400 $6.4M
Kestra Private Wealth Services, LLC 0.15% Reduce -17.6% 33,327 $6.4M
EagleClaw Capital Managment, LLC 1.15% Reduce -3.3% 32,924 $6.4M
UMB Bank, n.a. 0.10% Reduce -65.7% 32,745 $6.3M
Keybank National Association 0.03% Add +0.4% 32,707 $6.3M
Sowell Financial Services LLC 0.30% Reduce -11.6% 32,632 $6.3M
IHT Wealth Management, LLC 0.25% Add +2.4% 32,553 $6.3M
Schonfeld Strategic Advisors LLC 0.05% Reduce -81.7% 32,408 $6.3M
Harbour Trust & Investment Management Co 0.78% Add +4.0% 32,274 $6.2M
Winslow Asset Management Inc. 1.17% Add +11.4% 32,073 $6.2M
Ameritas Advisory Services, LLC 0.25% Add +75.9% 32,845 $6.2M
Allworth Financial LP 0.04% Add +4.8% 31,906 $6.2M
Federation des caisses Desjardins du Quebec 0.04% Add +25.4% 31,882 $6.2M
Whittier Trust Co. of Nevada Inc. 0.18% Add +0.6% 31,680 $6.1M
Stratos Wealth Partners, LTD. 0.10% Reduce -0.3% 31,469 $6.1M
Leonteq Securities AG 0.81% Add +4.6% 31,232 $6.0M
Swiss Life Asset Management Ltd 0.08% Reduce -55.7% 31,078 $6.0M
CPC Advisors, LLC 1.02% Add +10.8% 30,890 $6.0M
Cary Street Partners Investment Advisory LLC 0.25% Add +2.2% 30,854 $6.0M
Independent Investors Inc. 1.42% Reduce -0.3% 30,751 $5.9M
Norinchukin Bank, The 0.18% Reduce -8.6% 30,681 $5.9M
Integrated Wealth Concepts LLC 0.09% Reduce -2.2% 30,624 $5.9M
Financial Advocates Investment Management 0.34% Reduce -2.3% 30,469 $5.9M
Gotham Asset Management 0.09% Add +35.4% 30,434 $5.9M
Townsquare Capital LLC 0.09% Add +35.6% 30,373 $5.9M
Texas Yale Capital Corp. 0.26% No change 29,935 $5.8M
Black Swift Group, LLC 1.47% Reduce -14.4% 29,750 $5.7M
Capital International, Inc. 0.08% Reduce -44.2% 29,699 $5.7M
Roanoke Asset Management Corp./ NY 1.87% Reduce -0.2% 29,141 $5.6M
Wells Trecaso Financial Group, LLC 1.97% Add +2.6% 28,875 $5.6M
New Mexico Educational Retirement Board 0.20% Reduce -2.4% 28,695 $5.5M
Aveo Capital Partners, LLC 0.60% New 30,574 $5.5M
Tudor Investment Corporation 0.07% Reduce -49.6% 28,416 $5.5M
Savoie Capital LLC 0.76% New 28,200 $5.4M
Citizens Financial Group Inc. 0.18% Add +313.3% 28,151 $5.4M
Clark Capital Management Group, Inc. 0.04% Reduce -0.3% 27,619 $5.3M
Advisory Services Network, LLC 0.12% Reduce -20.0% 27,466 $5.3M
Iat Reinsurance Co. LTD. 2.63% No change 27,400 $5.3M
Investment House LLC 0.31% New 27,257 $5.3M
True North Advisors, LLC 1.45% Add +14.9% 27,198 $5.2M
Group One Trading LLC 0.18% New 26,905 $5.2M
Savant Capital, LLC 0.06% Add +2.4% 26,864 $5.2M
Regions Financial Corp. 0.04% Add +3.1% 26,718 $5.2M
Snowden Capital Advisors LLC 0.16% Add +4.6% 26,613 $5.1M
Great Valley Advisor Group, Inc. 0.15% Reduce -7.8% 26,450 $5.1M
Ieq Capital, LLC 0.07% Add +22.7% 26,198 $5.1M
Verition Fund Management LLC 0.05% Add +349.5% 26,107 $5.0M
Rwa Wealth Partners, LLC 0.07% Add +3.9% 25,732 $5.0M
J.W. Cole Advisors, Inc. 0.25% Reduce -11.9% 25,670 $4.9M
Capital International Sarl 0.16% Add +4.3% 25,562 $4.9M
Wellington Shields Capital Management, LLC 0.93% Add +62.6% 25,544 $4.9M
Synovus Financial Corp. 0.06% Reduce -3.7% 25,501 $4.9M
Thrivent Financial for Lutherans 0.01% Reduce -25.9% 25,464 $4.9M
Scotia Capital Inc. 0.03% Reduce -24.1% 25,445 $4.9M
Stanley-Laman Group, Ltd. 0.63% Add +7.7% 25,343 $4.9M
Castleark Management LLC 0.20% Reduce -46.4% 25,330 $4.9M
First Washington CORP 1.86% Add +92.6% 25,244 $4.9M
McGinn Penninger Investment Management, Inc. 3.19% Reduce -0.0% 25,231 $4.9M
Aviance Capital Partners, LLC 0.72% Reduce -0.1% 25,141 $4.9M
Stratos Investment Management, LLC 0.47% Add +8.0% 24,981 $4.8M
Jaffetilchin Investment Partners, LLC 0.43% Reduce -4.0% 24,941 $4.8M
Kingsview Wealth Management, LLC 0.12% Add +12.3% 24,892 $4.8M
Kwmg, LLC 0.52% Add +2.9% 24,760 $4.8M
Cwm, LLC 0.02% Add +14.4% 24,739 $4.8M
Stevens Capital Management LP 0.92% Add +28.1% 24,590 $4.7M
Hikari Power Ltd 0.41% No change 24,500 $4.7M
Soltis Investment Advisors LLC 0.53% Add +0.6% 24,409 $4.7M
McBroom & Associates, LLC 3.07% Reduce -2.6% 24,166 $4.7M
Next Century Growth Investors LLC 0.40% Add +1.4% 23,899 $4.6M
KG Capital Management 1.83% Reduce -23.4% 23,842 $4.6M
Kiley Juergens Wealth Management, LLC 1.42% Add +3.7% 23,796 $4.6M
Highland Capital Management, LLC 0.26% Reduce -1.2% 23,733 $4.6M
Valeo Financial Advisors, LLC 0.16% Reduce -1.9% 56,528 $4.6M
IFM Investors Pty Ltd 0.05% Reduce -4.0% 23,521 $4.5M
Stamos Capital Partners, L.P. 1.03% Add +100.6% 23,450 $4.5M
Principle Wealth Partners LLC 0.35% Reduce -40.3% 23,214 $4.5M
Metropolitan Life Insurance Co 0.19% Reduce -0.1% 23,132 $4.5M
Sanders Morris Harris LLC 0.81% Add +869.1% 22,775 $4.4M
Apriem Advisors 0.55% Add +3.5% 22,730 $4.4M
Apollon Wealth Management, LLC 0.14% Add +2.5% 22,724 $4.4M
Thompson Investment Management, Inc. 0.67% Add +21.4% 22,716 $4.4M
Advisors Asset Management, Inc. 0.08% Add +5.0% 22,713 $4.4M
Barbara Oil Co. 1.84% No change 22,500 $4.3M
Needham Investment Management LLC 0.40% No change 22,500 $4.3M
DAVENPORT & Co LLC 0.03% Reduce -8.3% 22,416 $4.3M
Focus Partners Wealth 0.04% Reduce -67.9% 22,370 $4.3M
Entropy Technologies, LP 0.46% Add +329.3% 22,352 $4.3M
Quinn Opportunity Partners LLC 0.49% New 22,312 $4.3M
Strong Tower Advisory Services 1.73% Add +0.2% 22,681 $4.3M
Sigma Planning Corp 0.13% Add +84.9% 22,215 $4.3M
Legacy Private Trust Co. 0.31% New 22,111 $4.3M
BNP Paribas 0.20% — 22,027 $4.3M
Merit Financial Group, LLC 0.10% Add +98.7% 23,576 $4.2M
Coldstream Capital Management Inc. 0.11% Reduce -1.4% 21,956 $4.2M
Dymon Asia Capital (singapore) Pte. LTD. 4.76% New 21,944 $4.2M
German American Bancorp, Inc. 0.51% Add +2.0% 21,918 $4.2M
Capital Investment Advisors, LLC 0.10% Reduce -13.6% 21,887 $4.2M
NorthRock Partners, LLC 0.16% Add +4.8% 21,824 $4.2M
Gateway Advisory, LLC 0.73% Add +31.5% 21,646 $4.2M
Nwam LLC 0.34% Reduce -43.8% 22,892 $4.2M
Raymond James Trust N.A. 0.10% Reduce -44.2% 21,360 $4.1M
Independent Financial Group, LLC 0.19% Reduce -5.4% 21,172 $4.1M
Benjamin F. Edwards & Company, Inc. 0.07% Reduce -8.7% 21,137 $4.1M
Blue Zone Wealth Advisors, LLC 1.40% Add +14.4% 21,072 $4.1M
Cinctive Capital Management LP 0.21% Add +1.4% 20,991 $4.1M
Rench Wealth Management, Inc. 1.55% Add +1.5% 20,922 $4.0M
AXA S.A. 0.01% Reduce -38.1% 20,861 $4.0M
Sequoia Financial Advisors, LLC 0.05% Reduce -45.6% 20,858 $4.0M
Simplicity Wealth,LLC 0.10% Add +1378.4% 20,845 $4.0M
Princeton Capital Management LLC 1.44% Add +6.6% 20,732 $4.0M
Brighton Jones LLC 0.14% Add +3.0% 20,471 $4.0M
HUB Investment Partners, LLC 0.22% Reduce -1.8% 20,433 $3.9M
Integrated Advisors Network LLC 0.20% Reduce -11.0% 20,383 $3.9M
Lynch & Associates 0.91% Add +0.9% 20,363 $3.9M
Quantinno Capital Management LP 0.09% Add +9.6% 20,316 $3.9M
Argent Trust Co 0.18% Reduce -12.2% 20,201 $3.9M
Concurrent Investment Advisors, LLC 0.16% Add +14.6% 20,182 $3.9M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.96% Add +2.4% 20,179 $3.9M
Empirical Finance, LLC 0.24% Add +3.6% 20,150 $3.9M
Generali Powszechne Towarzystwo Emerytalne 1.41% No change 20,118 $3.9M
Petredis Investment Advisors LLC 0.47% Reduce -33.9% 20,098 $3.9M
HCR Wealth Advisors 0.59% Reduce 0.0% 20,070 $3.9M
Marietta Wealth Management, LLC 0.64% Add +1.6% 20,032 $3.9M
Krilogy Financial LLC 0.30% Add +9.8% 20,006 $3.9M
Mark Asset Management LP 0.52% Reduce -79.2% 20,000 $3.9M
AAFMAA Wealth Management & Trust LLC 2.11% Reduce -5.0% 20,000 $3.9M
Focus Partners Advisor Solutions, LLC 0.11% Add +331.9% 19,881 $3.8M
Moors & Cabot, Inc. 0.21% Reduce -7.2% 19,829 $3.8M
American National Bank & Trust 0.51% Reduce -13.4% 19,823 $3.8M
Dynamic Advisor Solutions LLC 0.13% Reduce -16.9% 19,693 $3.8M
PFG Investments, LLC 0.23% Add +467.3% 19,584 $3.8M
Cullen/Frost Bankers, Inc. 0.06% Reduce -11.1% 19,514 $3.8M
Prospera Financial Services Inc 0.11% Reduce -41.9% 19,380 $3.7M
Greenwood Capital Associates LLC 0.50% Reduce -33.9% 19,369 $3.7M
Old North State Wealth Management, LLC 2.43% Reduce -3.4% 19,313 $3.7M
SVB Wealth LLC 0.08% Reduce -7.5% 19,287 $3.7M
Courier Capital LLC 0.27% Reduce -3.5% 19,260 $3.7M
Florida Trust Wealth Management Co 0.13% Reduce -29.7% 19,260 $3.7M
Composition Wealth, LLC 0.09% Add +5.9% 19,005 $3.7M
Independent Advisor Alliance 0.13% Reduce -27.0% 18,980 $3.7M
Physicians Financial Services, Inc. 1.29% Reduce -0.7% 18,963 $3.7M
Bessemer Group Inc. 0.01% Add +0.2% 18,946 $3.7M
Kentucky Retirement Systems Insurance Trust Fund 0.25% Reduce -6.6% 18,927 $3.7M
North Star Asset Management Inc. 0.17% Add +24.3% 18,896 $3.6M
Ellerson Group Inc. 2.79% Add +24.4% 18,880 $3.6M
Berger Financial Group, Inc 0.30% Reduce -1.0% 18,855 $3.6M
Legal Advantage Investments, Inc. 2.01% Add +0.5% 18,611 $3.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -20.6% 18,604 $3.6M
Pettyjohn, Wood & White, Inc. 0.71% Add +2.9% 18,427 $3.6M
Compound Planning, Inc. 0.33% Add +5.3% 18,285 $3.5M
Northwestern Mutual Investment Management Company, LLC 0.09% Add +1.1% 18,199 $3.5M
Knuff & Co LLC 1.18% Reduce -0.6% 18,160 $3.5M
Metis Global Partners, LLC 0.13% Reduce -1.7% 18,130 $3.5M
Leelyn Smith, LLC 0.69% Add +2.5% 17,921 $3.5M
Eisler Capital (US) LLC 1.18% New 17,900 $3.5M
Hanson & Doremus Investment Management 0.60% Reduce -4.7% 17,900 $3.5M
Sandhill Capital Partners LLC 0.28% Reduce -1.7% 17,812 $3.4M
Capital Markets Trading UK LLP 2.47% Add +276.9% 17,653 $3.4M
SteelPeak Wealth, LLC 0.17% Add +2.7% 17,636 $3.4M
Global Retirement Partners, LLC 0.13% Reduce -27.5% 17,610 $3.4M
HighPoint Advisor Group LLC 0.24% Reduce -1.0% 19,031 $3.4M
V2 Financial group LLC 2.30% Reduce -5.0% 17,432 $3.4M
Wolverine Asset Management LLC 0.30% New 17,376 $3.4M
Centiva Capital, LP 0.20% Add +8542.5% 17,285 $3.3M
R.m.sincerbeaux Capital Management LLC 2.11% Add +282.2% 17,200 $3.3M
Riverview Capital Advisers, LLC 1.14% Reduce -0.5% 17,191 $3.3M
United Services Automobile Association 0.08% No change 16,943 $3.3M
First Dallas Securities Inc. 1.50% Add +3.4% 16,926 $3.3M
Asset Dedication, LLC 0.24% Reduce -4.5% 16,843 $3.3M
Mirador Capital Partners LP 0.62% New 16,882 $3.3M
Alberta Investment Management Corp 0.03% No change 16,700 $3.2M
Sheaff Brock Investment Advisors, LLC 0.26% Reduce -16.7% 16,673 $3.2M
Verus Capital Partners, LLC 0.35% Reduce -22.1% 16,401 $3.2M
Ignite Planners, LLC 0.89% Reduce -0.5% 16,687 $3.2M
Prospect Financial Services LLC 2.61% Add +303.1% 16,358 $3.2M
Degroof Petercam Asset Management 0.04% No change 16,300 $3.1M
Itau Unibanco Holding S.A. 0.13% New 16,200 $3.1M
Hoylecohen, LLC 0.24% Reduce -17.9% 16,095 $3.1M
Bokf, NA 0.06% Reduce -15.2% 16,291 $3.1M
Silvercrest Asset Management Group LLC 0.02% Reduce -0.2% 15,983 $3.1M
IMS Capital Management 1.43% Reduce -15.7% 15,970 $3.1M
Arkadios Wealth Advisors 0.24% Add +3.0% 15,955 $3.1M
180 Wealth Advisors, LLC 0.55% Add +6.5% 15,899 $3.1M
Institute for Wealth Management, LLC. 0.40% Reduce -8.0% 15,878 $3.1M
Vickerman Investment Advisors, Inc. 0.99% Reduce -0.2% 15,858 $3.1M
Mystic Asset Management, Inc. 1.26% Add +2.3% 15,728 $3.0M
Quadrant Private Wealth Management, LLC 0.77% Add +3.9% 15,713 $3.0M
Herbst Group, LLC 1.87% Reduce -8.0% 15,631 $3.0M
North Star Investment Management Corp. 0.22% Reduce -0.7% 15,623 $3.0M
Bleakley Financial Group, LLC 0.09% Add +10.9% 15,536 $3.0M
Capital Analysts, LLC 0.14% Reduce -0.8% 15,500 $3.0M
Rakuten Investment Management, Inc. 0.02% Add +995.2% 15,432 $3.0M
Hedges Asset Management LLC 2.07% Add +125.5% 15,300 $3.0M
Abner Herrman & Brock LLC 0.36% Reduce -21.1% 15,138 $2.9M
NBT Bank, N.A. 0.21% Reduce -6.2% 15,116 $2.9M
Canandaigua National Bank & Trust Co. 0.43% Add +59.7% 15,100 $2.9M
Lazari Capital Management, Inc. 1.56% Add +6.4% 14,907 $2.9M
Bridges Investment Management Inc. 0.09% Reduce -16.7% 14,837 $2.9M
Waters Parkerson & Co., LLC 0.15% Add +0.3% 14,834 $2.9M
DCM Advisors, LLC 1.18% Reduce -14.1% 14,803 $2.9M
Evercore Wealth Management, LLC 0.04% Add +5.5% 14,790 $2.9M
Tokio Marine Asset Management Co. Ltd. 0.14% Add +11.6% 14,771 $2.9M
Neville Rodie & Shaw Inc. 0.22% Reduce -1.0% 14,719 $2.8M
Choreo, LLC 0.07% Add +7.5% 14,701 $2.8M
Envestnet Portfolio Solutions, Inc. 0.01% Add +115.6% 14,637 $2.8M
Financial Counselors Inc. 0.05% Reduce -10.8% 14,606 $2.8M
Verdence Capital Advisors LLC 0.26% Reduce -2.3% 14,598 $2.8M
Balboa Wealth Partners 0.90% Add +5.3% 14,564 $2.8M
Bouvel Investment Partners, LLC 1.21% Reduce -0.8% 14,494 $2.8M
Focus Financial Network, Inc. 0.14% — 16,370 $2.8M
Auxier Asset Management LLC 0.42% Reduce -1.1% 14,375 $2.8M
Crossmark Global Holdings, Inc. 0.05% Reduce -2.4% 14,351 $2.8M
Primoris Wealth Advisors, LLC 2.23% Reduce -4.0% 14,327 $2.8M
Mengis Capital Management, Inc. 0.42% Add +40.2% 14,204 $2.7M
Cornerstone Wealth Management, LLC 0.22% Reduce -1.5% 14,154 $2.7M
Ashton Thomas Private Wealth, LLC 0.16% Reduce -13.5% 14,125 $2.7M
Wealthspire Advisors, LLC 0.04% Add +81.8% 14,105 $2.7M
Vontobel Holding Ltd. 0.02% Add +331.0% 14,038 $2.7M
Pine Valley Investments Ltd Liability Co 0.21% Add +5.7% 13,993 $2.7M
Axxcess Wealth Management, LLC 0.08% Reduce -18.2% 13,876 $2.7M
Kingswood Wealth Advisors, LLC 0.31% Reduce -37.4% 13,872 $2.7M
Gratus Capital, LLC 0.12% Add +23.4% 13,864 $2.7M
Core Wealth Partners LLC 2.02% Add +0.1% 13,851 $2.7M
Illinois Municipal Retirement Fund 0.04% No change 13,847 $2.7M
Founders Capital Management 1.80% Reduce -27.2% 13,837 $2.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.08% Add +50.3% 13,813 $2.7M
Centaurus Financial, Inc. 0.19% Reduce -21.2% 13,785 $2.7M
SAM Advisors, LLC 0.98% Add +4.1% 13,741 $2.7M
AE Wealth Management LLC 0.03% Reduce -81.2% 13,724 $2.6M
Profund Advisors LLC 0.10% Add +10.5% 13,669 $2.6M
Robertson Stephens Wealth Management, LLC 0.14% Add +2.6% 13,667 $2.6M
Narwhal Capital Management 0.26% Reduce -9.9% 13,598 $2.6M
Capital International Ltd. 0.13% Reduce -43.5% 13,546 $2.6M
Blue Trust, Inc. 0.04% Reduce -18.9% 13,454 $2.6M
EPG Wealth Management LLC 0.63% Reduce -0.1% 13,430 $2.6M
Spire Wealth Management 0.05% Add +3.7% 13,371 $2.6M
Avion Wealth 0.69% Add +0.9% 13,335 $2.6M
FAS Wealth Partners, Inc. 0.23% Add +1.3% 13,336 $2.6M
NEOS Investment Management LLC 0.16% Reduce -0.7% 13,316 $2.6M
Leibman Financial Services, Inc. 1.97% Add +9.9% 13,302 $2.6M
Jacobi Capital Management LLC 0.24% Reduce -4.3% 13,242 $2.6M
MMBG Investment Advisors Co. 0.27% No change 13,236 $2.6M
Keystone Financial Group 0.37% Reduce -2.6% 13,232 $2.6M
Scott & Selber, Inc. 0.86% Reduce -0.8% 13,020 $2.5M
Patten & Patten Inc. 0.18% Add +12.6% 12,998 $2.5M
Lincoln National Corp. 0.04% Reduce -15.9% 12,968 $2.5M
Meridian Wealth Management, LLC 0.41% Reduce -4.3% 12,853 $2.5M
Granite Investment Partners, LLC 0.09% Reduce -28.1% 12,801 $2.5M
IFP Advisors, Inc 0.11% Reduce -34.5% 12,787 $2.5M
Guerra Pan Advisors, LLC 2.28% Reduce -6.9% 12,752 $2.5M
Dakota Wealth Management 0.06% Add +47.1% 12,730 $2.5M
Larson Financial Group LLC 0.19% Add +6.6% 12,725 $2.5M
Royal Fund Management, LLC 0.28% Add +6.2% 12,724 $2.5M
Cohen Klingenstein LLC 0.09% No change 12,700 $2.5M
XR Securities LLC 0.72% New 12,690 $2.4M
Waycross Partners, LLC 0.42% No change 12,646 $2.4M
Public Sector Pension Investment Board 0.02% Add +3.8% 12,619 $2.4M
Brookstone Capital Management 0.04% Add +5.8% 12,613 $2.4M
Farmers Trust Co. 0.49% Add +1115.5% 12,580 $2.4M
Rossmore Private Capital 0.32% Add +0.5% 12,563 $2.4M
UniSuper Management Pty Ltd 0.02% Add +180.5% 12,542 $2.4M
Scoggin Management LP 1.79% New 12,500 $2.4M
Inscription Capital, LLC 0.40% Add +143.4% 12,491 $2.4M
Estabrook Capital Management 0.37% Add +3.0% 12,322 $2.4M
Great Lakes Advisors, LLC 0.02% Reduce -58.8% 12,315 $2.4M
Guyasuta Investment Advisors Inc. 0.17% No change 9,102 $2.4M
Versor Investments LP 0.48% New 12,231 $2.4M
Ferguson Wellman Capital Management, Inc. 0.05% Reduce -2.3% 12,205 $2.4M
MIdWestOne Financial Group, Inc. 0.42% Reduce -4.4% 12,136 $2.3M
Chicago Partners Investment Group LLC 0.10% Reduce -7.5% 13,821 $2.3M
Family Legacy, Inc. 0.84% Add +3.2% 12,103 $2.3M
Badgley Phelps Wealth Managers, LLC 0.06% Reduce -86.1% 12,099 $2.3M
Hilltop Holdings Inc. 0.26% Add +2.5% 12,042 $2.3M
Greenline Partners, LLC 0.37% No change 12,008 $2.3M
Hyman Charles D 0.13% Reduce -7.7% 11,999 $2.3M
Groupama Asset Managment 0.04% Reduce -54.2% 4,571 $2.3M
Empowered Funds, LLC 0.04% Add +44.5% 11,940 $2.3M
Modus Advisors, LLC 0.84% Add +0.3% 11,798 $2.3M
Castlekeep Investment Advisors LLC 1.64% New 11,777 $2.3M
XTX Topco Ltd 0.30% Add +1340.7% 11,670 $2.3M
Waverly Advisors, LLC 0.05% Add +37.2% 11,649 $2.2M
Pingora Partners LLC 1.64% Add +14.7% 11,591 $2.2M
Lindbrook Capital, LLC 0.21% Reduce -9.1% 11,571 $2.2M
Garda Capital Partners LP 1.04% New 11,542 $2.2M
Highlander Capital Management, LLC 0.87% Add +1.3% 11,396 $2.2M
First Trust Direct Indexing L.P. 0.16% Reduce -0.8% 11,356 $2.2M
Mutual Advisors, LLC 0.07% Reduce -4.0% 11,339 $2.2M
Citizens National Bank Trust Department 0.50% Reduce -20.2% 11,272 $2.2M
KMG Fiduciary Partners, LLC 0.23% Reduce -48.8% 11,264 $2.2M
Simmons Bank 0.16% Reduce -3.2% 11,260 $2.2M
Aull & Monroe Investment Management Corp 0.98% Reduce -0.1% 11,125 $2.1M
Level Four Advisory Services, LLC 0.12% No change 8,224 $2.1M
Plancorp, LLC 0.09% Add +7.6% 11,089 $2.1M
Asahi Life Asset Management Co., LTD. 1.28% Reduce -34.6% 11,028 $2.1M
TCTC Holdings, LLC 0.07% Reduce -5.5% 11,007 $2.1M
GM Advisory Group, LLC 0.15% New 10,992 $2.1M
Searle & Co. 0.54% No change 10,963 $2.1M
Meritage Portfolio Management 0.14% No change 10,958 $2.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +69.8% 10,914 $2.1M
Financial Gravity Asset Management, Inc. 0.59% Reduce -92.8% 8,087 $2.1M
Retirement Planning Co of New England, Inc. 1.15% Reduce -33.7% 10,891 $2.1M
Twin Lakes Capital Management, LLC 1.41% Reduce -0.2% 10,812 $2.1M
Raab & Moskowitz Asset Management LLC 0.58% Reduce -2.2% 10,800 $2.1M
Farmers & Merchants Investments Inc. 0.07% Reduce -5.2% 10,796 $2.1M
Trust Co. of Toledo NA 0.33% Add +3.1% 10,790 $2.1M
Laird Norton Wetherby Wealth Management, LLC 0.10% Reduce -4.1% 10,711 $2.1M
Romano Brothers and Company 0.28% Reduce -0.6% 10,673 $2.1M
Vestcor Inc 0.07% Reduce -11.5% 10,653 $2.1M
Westchester Capital Management, Inc. 0.51% Reduce -1.9% 10,590 $2.0M
Parcion Private Wealth LLC 0.18% Reduce -1.4% 10,565 $2.0M
Van Eck Associates Corp. 0.00% Add +207.9% 10,550 $2.0M
Park Avenue Securities LLC 0.03% Add +20.7% 10,543 $2.0M
HST Ventures, LLC 0.82% New 10,515 $2.0M
Formidable Asset Management, LLC 0.33% Add +31.6% 10,433 $2.0M
Cohen Investment Advisors LLC 1.30% Add +7.8% 10,431 $2.0M
Wealth Effects LLC 0.74% Add +8.4% 10,419 $2.0M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.80% — 10,386 $2.0M
Signaturefd, LLC 0.04% Reduce -3.7% 10,371 $2.0M
Nilsine Partners, LLC 0.27% Add +6.0% 10,363 $2.0M
BlueCrest Capital Management Ltd 1.00% Add +347.4% 10,358 $2.0M
Pinnacle Holdings, LLC 0.83% Reduce -7.0% 10,356 $2.0M
Baker Tilly Wealth Management, LLC 0.36% Add +22.0% 10,312 $2.0M
Stableford Capital II LLC 0.80% Add +190.8% 10,296 $2.0M
Thoroughbred Financial Services, LLC 0.19% Reduce -47.9% 10,283 $2.0M
HB Wealth Management, LLC 0.02% Reduce -12.3% 10,171 $2.0M
Choate Investment Advisors 0.05% Add +9.1% 10,139 $2.0M
Robeco Institutional Asset Management B.V. 0.00% Reduce -27.1% 10,102 $1.9M
Plato Investment Management Ltd 0.20% Add +1860.7% 10,078 $1.9M
SOL Capital Management CO 0.24% Add +1.8% 10,075 $1.9M
NCP Inc. 1.34% — 10,059 $1.9M
Systematic Alpha Investments, LLC 0.08% No change 10,038 $1.9M
Banco BTG Pactual S.A. 0.60% Add +316.0% 10,000 $1.9M
Western Wealth Management, LLC 0.15% Reduce -23.6% 9,957 $1.9M
Adalta Capital Management LLC 1.06% Reduce -6.1% 9,949 $1.9M
XML Financial, LLC 0.20% Add +18.0% 9,933 $1.9M
Advanced Portfolio Management, LLC 3.62% New 9,924 $1.9M
Missouri Trust & Investment Co 0.74% Add +3.5% 9,922 $1.9M
Richard Bernstein Advisors LLC 0.04% No change 9,885 $1.9M
Daymark Wealth Partners, LLC 0.10% Add +3.0% 114,320 $1.9M
Aviso Wealth Management 1.20% Add +2.5% 9,831 $1.9M
Venture Visionary Partners LLC 0.09% Add +6.4% 9,802 $1.9M
Wealthcare Advisory Partners LLC 0.06% Reduce -19.5% 9,774 $1.9M
Marcum Wealth, LLC 0.19% Add +5.8% 9,763 $1.9M
Wellington Shields & Co., LLC 0.63% Reduce -3.9% 9,744 $1.9M
Vident Advisory, LLC 0.04% Add +1.7% 9,742 $1.9M
Capital Advisors Inc. 0.04% Reduce -50.9% 9,730 $1.9M
Rathbones Group PLC 0.01% Reduce -34.7% 9,687 $1.9M
Rehmann Capital Advisory Group 0.14% Add +61.1% 9,661 $1.9M
Cary Street Partners Asset Management LLC 0.29% Reduce -13.5% 9,644 $1.9M
Point Windward Advisors Inc. 0.77% Add +1.6% 9,632 $1.9M
Vanguard Capital Wealth Advisors 1.31% Reduce -12.3% 9,621 $1.9M
Meiji Yasuda Asset Management Co Ltd. 0.08% Add +20.4% 9,608 $1.9M
Stock Yards Bank & Trust Co. 0.06% Reduce -8.8% 9,581 $1.8M
FineMark National Bank & Trust 0.07% Add +17.9% 9,577 $1.8M
Weatherly Asset Management L. P. 0.18% Reduce -5.2% 9,557 $1.8M
KKM Financial LLC 0.89% Add +8.2% 9,503 $1.8M
Darden Wealth Group Inc 1.44% Reduce -28.9% 9,462 $1.8M
Kerrisdale Advisers, LLC 0.57% New 9,420 $1.8M
Titleist Asset Management, LLC 0.32% Add +29.6% 9,413 $1.8M
HBK Sorce Advisory LLC 0.06% Reduce -10.0% 9,370 $1.8M
Clear Creek Financial Management, LLC 0.23% Add +27.3% 9,361 $1.8M
Next Level Private LLC 0.83% Add +0.0% 9,360 $1.8M
Holderness Investments Co. 0.44% Reduce -2.6% 9,360 $1.8M
Birmingham Capital Management Co. Inc. 0.66% Reduce -1.8% 9,347 $1.8M
Magnus Financial Group LLC 0.22% Add +5.9% 9,326 $1.8M
Hutchinson Capital Management 0.36% Reduce -2.6% 9,314 $1.8M
Investment Management Corp of Ontario 0.05% Reduce -30.6% 9,301 $1.8M
Syntegra Private Wealth Group, LLC 0.23% Reduce -5.4% 9,291 $1.8M
Sculati Wealth Management, LLC 0.78% Reduce -3.2% 9,288 $1.8M
FinTrust Capital Advisors, LLC 0.35% Add +4.8% 9,282 $1.8M
KCM Investment Advisors LLC 0.07% Reduce -2.0% 9,219 $1.8M
Freestone Capital Holdings, LLC 0.07% Add +2.5% 9,213 $1.8M
Guardian Investment Management 1.42% Add +6.8% 9,210 $1.8M
Mechanics Bank Trust Department 0.26% New 9,119 $1.8M
Pacifica Partners Inc. 0.78% Reduce -1.9% 9,193 $1.8M
Caas Capital Management LP 0.75% New 9,107 $1.8M
CMG Global Holdings, LLC 1.20% Add +1.3% 9,068 $1.8M
Hartford Financial Management Inc. 0.37% Add +2.6% 9,056 $1.7M
Carret Asset Management, LLC 0.20% Reduce -11.7% 9,005 $1.7M
Diligent Investors, LLC 0.43% Add +21.2% 8,975 $1.7M
Peoples Financial Services Corp. 0.75% Add +2.3% 8,894 $1.7M
Nicolet Advisory Services, LLC 0.17% Add +4.5% 9,625 $1.7M
Cutler Group LLC / CA 0.86% Reduce -75.8% 8,856 $1.7M
Wilbanks Smith & Thomas Asset Management LLC 0.05% Reduce -8.5% 8,853 $1.7M
Uncommon Cents Investing LLC 0.52% Add +0.5% 8,851 $1.7M
Bartlett & Co. Wealth Management LLC 0.03% Add +3.1% 8,841 $1.7M
Hills Bank & Trust Co 0.14% Reduce -3.9% 8,787 $1.7M
CoreCap Advisors, LLC 0.09% Add +116.0% 8,779 $1.7M
Applied Capital LLC 1.37% Add +0.6% 8,748 $1.7M
Gifford Fong Associates 0.47% Reduce -53.3% 8,735 $1.7M
Horizon Investments, LLC 0.04% Reduce -3.6% 8,696 $1.7M
Connectus Wealth, LLC 0.05% Add +14.8% 8,692 $1.7M
Encompass Wealth Advisors, LLC 0.45% Add +5.3% 8,691 $1.7M
Greenleaf Trust 0.02% Reduce -0.1% 8,691 $1.7M
Wayfinding Financial, LLC 0.98% Reduce -23.9% 9,300 $1.7M
Burney Co./ 0.06% Reduce -1.5% 8,688 $1.7M
Weaver Consulting Group 0.62% Add +3.1% 8,676 $1.7M
Montchanin Asset Management, LLC 1.67% — 8,675 $1.7M
Beck Capital Management, LLC 0.48% Reduce -60.3% 8,670 $1.7M
American State Bank (Iowa) 1.12% Reduce -6.3% 8,648 $1.7M
Levin Capital Strategies, L.P. 0.17% Add +399.9% 8,623 $1.7M
Gladstone Institutional Advisory LLC 0.09% Reduce -17.0% 8,608 $1.7M
Hudson Canyon Capital Management 1.07% No change 8,592 $1.7M
Millennium Capital Advisors, LLC 1.17% Reduce -44.5% 8,583 $1.7M
Ausdal Financial Partners, Inc. 0.19% Add +1.8% 8,583 $1.7M
Investors Asset Management of Georgia Inc. /Ga/ 0.78% Reduce -7.0% 8,527 $1.6M
Madrona Financial Services, LLC 0.57% Add +12.1% 8,523 $1.6M
Cannell & Spears LLC 0.03% New 8,511 $1.6M
Cullen Capital Management, LLC 0.02% Reduce -4.5% 8,511 $1.6M
Onex Canada Asset Management Inc. 0.16% Reduce -6.8% 8,452 $1.6M
Insigneo Advisory Services, LLC 0.19% Reduce -17.9% 8,449 $1.6M
Griffin Asset Management, Inc. 0.19% Reduce -76.9% 8,445 $1.6M
Midwest Financial Group LLC 1.09% Add +3.7% 8,420 $1.6M
Empire Financial Management Company, LLC 0.54% Add +3.7% 8,420 $1.6M
Belpointe Asset Management LLC 0.12% Add +24.9% 8,403 $1.6M
Westside Investment Management, Inc. 0.39% Reduce -3.1% 8,416 $1.6M
MUFG Securities EMEA plc 0.15% Add +552.4% 8,390 $1.6M
Legacy Financial Advisors, Inc. 0.29% Add +15.2% 8,390 $1.6M
Premier Path Wealth Partners, LLC 0.30% Add +17.4% 8,465 $1.6M
Harbour Investments, Inc. 0.06% Reduce -18.3% 8,360 $1.6M
Rowlandmiller & Partners.adv 0.34% Add +88.4% 8,358 $1.6M
AMG National Trust Bank 0.05% Reduce -2.3% 8,341 $1.6M
Westhampton Capital, LLC 0.88% No change 8,326 $1.6M
Ceeto Capital Group, LLC 0.66% Add +5.0% 8,322 $1.6M
Beaton Management Co. Inc. 0.87% Reduce -0.6% 8,293 $1.6M
Pacific Sage Partners, LLC 0.41% Reduce -0.5% 8,282 $1.6M
Summit Financial, LLC 0.09% Reduce -77.8% 8,249 $1.6M
Dorsey & Whitney Trust CO LLC 0.11% Add +3.4% 8,220 $1.6M
Private Trust Co. NA 0.17% Add +12.0% 8,215 $1.6M
Old National Bancorp 0.04% Reduce -31.7% 8,195 $1.6M
Objectivity Squared, LLC 1.38% No change 9,027 $1.6M
Visionary Wealth Advisors 0.11% Reduce -3.6% 8,138 $1.6M
Financial Management Network Inc. 0.39% Reduce -1.8% 8,543 $1.6M
Islay Capital Management, LLC 1.18% Reduce -0.4% 8,105 $1.6M
Bay Rivers Group 0.86% Reduce -2.2% 8,104 $1.6M
Jefferies Financial Group Inc. 0.03% Add +180.5% 8,098 $1.6M
Pure Financial Advisors, LLC 0.05% Reduce -13.0% 8,054 $1.6M
Key Financial Inc 0.39% No change 7,992 $1.5M
Ancora Advisors LLC 0.04% Reduce -4.3% 7,970 $1.5M
DB Fitzpatrick & Co, Inc 1.41% Reduce -0.3% 7,950 $1.5M
Qsemble Capital Management, LP 0.34% Add +11.6% 7,944 $1.5M
Essex Financial Services, Inc. 0.14% Reduce -1.9% 7,936 $1.5M
Secure Asset Management, LLC 0.36% Add +374.0% 7,921 $1.5M
Sweet Financial Partners, LLC 0.35% Add +4.8% 7,906 $1.5M
Williams Jones Wealth Management, LLC. 0.02% Add +2.2% 7,901 $1.5M
Redmond Asset Management, LLC 0.48% Reduce -3.0% 7,837 $1.5M
Tandem Capital Management Corp. 0.86% Add +8.5% 7,827 $1.5M
West Wealth Group, LLC 0.56% No change 7,822 $1.5M
Private Portfolio Partners LLC 0.31% Add +86.1% 7,813 $1.5M
Wunderlich Capital Managemnt 0.68% Reduce -5.3% 7,800 $1.5M
Rockingstone Advisors LLC 0.78% Add +22.1% 7,787 $1.5M
Cetera Trust Company, N.A 0.90% Reduce -6.7% 7,783 $1.5M
First Citizens Bank & Trust Co. 0.03% Add +232.4% 7,764 $1.5M
Sonora Investment Management Group, LLC 0.12% Add +3.7% 7,681 $1.5M
Ascension Asset Management LLC 0.80% — 7,670 $1.5M
Consilium Wealth Advisory, LLC 0.83% Reduce -2.9% 7,635 $1.5M
Sumitomo Life Insurance Co. 0.04% Reduce -4.2% 7,633 $1.5M
International Assets Investment Management, LLC 0.15% New 331,102 $1.5M
Banque Cantonale Vaudoise 0.06% Reduce -30.3% 7,608 $1.5M
Susquehanna Portfolio Strategies, LLC 0.03% Reduce -73.2% 7,600 $1.5M
Norway Savings Bank 0.61% Add +16.8% 7,581 $1.5M
Meeder Advisory Services, Inc. 0.15% Add +0.9% 7,559 $1.5M
Transcend Capital Advisors, LLC 0.12% Reduce -6.5% 7,555 $1.5M
Hancock Whitney Corp. 0.05% Reduce -5.4% 7,510 $1.4M
Perigon Wealth Management, LLC 0.04% Add +7.0% 7,493 $1.4M
Avantax Planning Partners, Inc. 0.05% Add +6.2% 7,470 $1.4M
Principal Securities, Inc. 0.04% Add +0.3% 7,465 $1.4M
First Heartland Consultants, Inc. 0.15% Reduce -4.3% 7,452 $1.4M
Parallel Advisors, LLC 0.04% Reduce -8.9% 7,429 $1.4M
Moody National Bank Trust Division 0.11% Add +0.7% 7,405 $1.4M
Busey Bank 0.05% Reduce -60.7% 7,362 $1.4M
Jump Financial, LLC 0.04% Reduce -77.8% 7,343 $1.4M
SFE Investment Counsel 0.32% Add +44.9% 7,337 $1.4M
Good Life Advisors, LLC 0.13% Reduce -8.0% 7,335 $1.4M
Cambridge Trust Co. 0.05% Reduce -3.9% 7,322 $1.4M
Global Assets Advisory, LLC 0.85% New 7,446 $1.4M
FWG Holdings, LLC 0.75% Reduce -0.2% 7,720 $1.4M
LJI Wealth Management, LLC 0.36% Add +13.0% 7,235 $1.4M
Mgo One Seven LLC 0.07% Reduce -36.4% 7,206 $1.4M
Trust Investment Advisors 1.00% Add +2.3% 7,203 $1.4M
SS&H Financial Advisors, Inc. 0.58% Add +90.8% 7,195 $1.4M
BigSur Wealth Management LLC 0.43% Add +105.1% 7,180 $1.4M
Readystate Asset Management LP 0.08% New 7,173 $1.4M
Garde Capital, Inc. 0.10% Reduce -1.9% 7,150 $1.4M
Pitti Group Wealth Management, LLC 1.54% Add +2.5% 7,947 $1.4M
Caprock Group, LLC 0.08% Reduce -6.9% 7,128 $1.4M
Axq Capital, LP 0.33% Add +343.8% 7,100 $1.4M
Thomasville National Bank 0.11% Reduce -4.4% 7,097 $1.4M
Flagship Harbor Advisors, LLC 0.09% Reduce -6.1% 7,096 $1.4M
Ritholtz Wealth Management 0.05% Add +1.1% 7,085 $1.4M
Sage Investment Advisers LLC 1.57% Reduce -3.0% 7,080 $1.4M
ELCO Management Co., LLC 0.83% Reduce -1.1% 7,074 $1.4M
Portside Wealth Group, LLC 0.25% Add +29.4% 7,028 $1.4M
Crumly & Associates Inc. 0.35% No change 6,979 $1.3M
Cullinan Associates Inc. 0.08% Add +73.3% 6,975 $1.3M
First Financial Bank - Trust Division 0.13% Reduce -3.5% 6,932 $1.3M
Novak & Powell Financial Services, Inc. 1.00% Reduce -2.7% 6,931 $1.3M
Horizon Kinetics Asset Management LLC 0.03% Reduce -87.5% 6,916 $1.3M
Eagle Strategies LLC 0.30% New 6,908 $1.3M
Carnegie Investment Counsel 0.04% Add +21.7% 6,907 $1.3M
Sandy Spring Bank 0.06% Reduce -29.2% 6,905 $1.3M
Herold Advisors, Inc. 0.32% Add +7.7% 6,880 $1.3M
Fairbanks Capital Management, Inc. 0.91% Add +0.1% 6,863 $1.3M
Apella Capital, LLC 0.07% Add +9.3% 7,431 $1.3M
MeadowBrook Investment Advisors LLC 1.25% Add +10.4% 6,823 $1.3M
Geneos Wealth Management Inc. 0.06% Reduce -28.3% 6,816 $1.3M
Avitas Wealth Management LLC 0.20% Add +1.2% 6,813 $1.3M
First Horizon Advisors, Inc. 0.04% Add +16.5% 6,779 $1.3M
Coastal Bridge Advisors, LLC 0.30% No change 6,770 $1.3M
Altfest L J & Co. Inc. 0.18% Reduce -33.6% 6,765 $1.3M
Glenview Trust Co 0.03% Reduce -3.1% 6,766 $1.3M
NorthCoast Asset Management LLC 0.02% Add +36.2% 6,754 $1.3M
Crescent Grove Advisors, LLC 0.14% Add +19.0% 6,744 $1.3M
Prio Wealth Limited Partnership 0.04% Add +141.2% 6,701 $1.3M
Checchi Capital Advisers, LLC 0.10% Add +0.2% 6,684 $1.3M
Mattern Wealth Management LLC 0.31% Add +1.1% 6,615 $1.3M
Duff & Phelps Investment Management Co. 0.02% Add +3.4% 6,570 $1.3M
Fortis Capital Management LLC 0.33% No change 6,567 $1.3M
Kidder Stephen W 0.40% Reduce -1.5% 6,555 $1.3M
Zullo Investment Group, Inc. 0.59% Add +11.3% 6,523 $1.3M
Etesian Wealth Advisors, Inc. 0.72% No change 6,513 $1.3M
Heritage Trust Co 0.17% Reduce -4.9% 6,496 $1.3M
Creegan & Nassoura Financial Group, LLC 0.84% Reduce -1.9% 6,472 $1.2M
Leeward Financial Partners, LLC 0.53% Add +241.8% 6,456 $1.2M
Tempus Wealth Planning, LLC 0.55% Add +3.9% 6,444 $1.2M
Orange Investment Advisors, Inc. 0.15% Reduce -6.5% 6,435 $1.2M
Evoke Wealth, LLC 0.04% New 6,425 $1.2M
Wulff, Hansen & Co. 1.23% Reduce -46.0% 6,390 $1.2M
BNC Wealth Management, LLC 0.53% Reduce -1.7% 6,373 $1.2M
White Pine Capital LLC 0.47% Reduce -0.2% 7,326 $1.2M
Ziegler Capital Management, LLC 0.05% Reduce -27.5% 6,325 $1.2M
TRUE Private Wealth Advisors 0.14% Reduce -33.4% 6,312 $1.2M
Burns J W & Co. Inc. 0.17% Reduce -9.2% 6,307 $1.2M
Ti-Trust, Inc. 0.89% Add +27.7% 6,307 $1.2M
River Global Investors LLP 0.31% Reduce -1.1% 6,308 $1.2M
Stratos Wealth Advisors, LLC 0.07% Add +8.5% 6,261 $1.2M
Forum Financial Management, LP 0.02% Add +5.7% 6,257 $1.2M
1ST Source Bank 0.07% Reduce -31.9% 6,240 $1.2M
Ameritas Investment Partners, Inc. 0.04% Reduce -1.3% 6,236 $1.2M
Moloney Securities Asset Management, LLC 0.18% Reduce -3.8% 6,225 $1.2M
Cobblestone Capital Advisors LLC 0.08% Add +4.8% 6,224 $1.2M
Gables Capital Management Inc. 0.66% Add +24.3% 6,217 $1.2M
Capital Management Associates 1.43% Add +53.9% 6,203 $1.2M
Regatta Capital Group, LLC 0.27% Add +4.2% 6,181 $1.2M
Great Diamond Partners, LLC 0.27% Add +17.5% 6,174 $1.2M
Becker Capital Management Inc. 0.04% Reduce -1.5% 6,136 $1.2M
MCF Advisors LLC 0.09% Add +381.1% 6,105 $1.2M
Evergreen Capital Management LLC 0.04% Add +3.9% 6,069 $1.2M
Bailard, Inc. 0.03% Add +18.2% 6,039 $1.2M
Oxford Wealth Group, LLC 1.06% — 6,033 $1.2M
Coastwise Capital Group, LLC 1.09% Reduce -0.4% 6,018 $1.2M
Cigna Investments Inc. 0.22% Add +0.1% 5,998 $1.2M
Jmac Enterprises LLC 0.21% Add +2.0% 5,981 $1.2M
Aspire Capital Advisors LLC 0.39% Reduce -2.3% 5,966 $1.2M
Sunbelt Securities, Inc. 0.13% Reduce -6.1% 5,959 $1.2M
Pinnacle Wealth Management Advisory Group, LLC 0.12% Add +1.0% 5,958 $1.1M
King Luther Capital Management Corp. 0.01% Reduce -9.7% 5,939 $1.1M
Comprehensive Financial Consultants Institutional, Inc. 0.48% Add +1.6% 5,933 $1.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.04% Add +7.7% 5,939 $1.1M
Means Investment Co., Inc. 0.15% Reduce -6.9% 5,878 $1.1M
Matisse Capital 0.54% Add +625.2% 5,867 $1.1M
Alliance Wealth Advisors, LLC 0.71% Add +9.9% 5,847 $1.1M
First Hawaiian Bank 0.04% Reduce -22.8% 5,839 $1.1M
TFG Advisers LLC 0.44% Reduce -9.9% 5,827 $1.1M
Sippican Capital Advisors 0.87% Add +8.1% 5,825 $1.1M
Dumont & Blake Investment Advisors LLC 0.32% Add +36.4% 5,774 $1.1M
Fulton Breakefield Broenniman LLC 0.09% Reduce -5.0% 5,772 $1.1M
SYSTM Wealth Solutions LLC 0.14% Reduce -15.9% 5,769 $1.1M
City Holding Co. 0.17% Reduce -2.5% 5,758 $1.1M
Debussy Capital Management LP 0.32% Reduce -6.8% 6,215 $1.1M
S. R. Schill & Associates 0.48% Add +2.8% 5,744 $1.1M
Fulton Bank, N.A. 0.05% Reduce -23.6% 5,728 $1.1M
Ethic Inc. 0.03% Add +13.9% 5,713 $1.1M
Essex Bank 0.32% No change 4,221 $1.1M
South Dakota Investment Council 0.02% No change 5,663 $1.1M
Modera Wealth Management, LLC 0.02% Reduce -7.7% 5,661 $1.1M
Farther Finance Advisors, LLC 0.07% Add +9.8% 5,718 $1.1M
Benjamin Edwards Inc. 0.21% Reduce -35.1% 5,602 $1.1M
Ballast, Inc. 0.34% Add +7.9% 5,574 $1.1M
First Command Advisory Services, Inc. 0.01% Reduce -0.8% 5,565 $1.1M
Sandbox Financial Partners, LLC 0.45% Reduce -0.6% 5,554 $1.1M
Cim Investment Management Inc. 0.32% No change 5,554 $1.1M
Panagora Asset Management Inc. 0.01% Reduce -0.3% 5,553 $1.1M
Naviter Wealth, LLC 0.17% Add +39.4% 5,541 $1.1M
Citizens & Northern Corp. 0.36% Add +24.5% 5,515 $1.1M
InterOcean Capital Group, LLC 0.03% Add +2.5% 5,511 $1.1M
9258 Wealth Management, LLC 0.17% Add +1.6% 5,507 $1.1M
Quintet Private Bank (Europe) S.A. 0.05% New 4,857 $1.1M
Lam Group, Inc. 0.87% No change 5,499 $1.1M
Jackson Hole Capital Partners, LLC 0.24% Add +9.4% 5,499 $1.1M
Pinnacle Wealth Management Group, Inc. 0.79% Add +0.1% 5,491 $1.1M
Hexagon Capital Partners LLC 0.24% Reduce -9.3% 5,476 $1.1M
Caldwell Sutter Capital, Inc. 0.50% Reduce -3.6% 5,414 $1.0M
HRC Wealth Management, LLC 0.76% Add +1.1% 5,409 $1.0M
Anchor Investment Management, LLC 0.11% Reduce -1.0% 5,401 $1.0M
Resonant Capital Advisors, LLC 0.09% Add +64.0% 5,394 $1.0M
Waldron Private Wealth LLC 0.05% Add +14.7% 5,389 $1.0M
Jeppson Wealth Management, LLC 0.40% Add +13.2% 5,380 $1.0M
FLC Capital Advisors 0.26% Reduce -0.1% 5,375 $1.0M
Ballentine Partners, LLC 0.02% Reduce -23.0% 5,361 $1.0M
Bryn Mawr Trust Advisors, LLC 0.06% Add +1256.8% 79,929 $1.0M
CreativeOne Wealth, LLC 0.04% Add +21.8% 5,350 $1.0M
First Foundation Advisors 0.04% Reduce -3.1% 5,340 $1.0M
Lewis Asset Management, LLC 0.85% Reduce -6.1% 5,328 $1.0M
Wealth Group, Ltd. 0.78% — 5,327 $1.0M
Aptus Capital Advisors, LLC 0.02% Reduce -73.5% 5,324 $1.0M
Symphony Financial, Ltd. Co. 0.24% Reduce -7.5% 5,322 $1.0M
Legacy Wealth Asset Management, LLC 0.28% Add +0.3% 5,293 $1.0M
Boston Financial Mangement LLC 0.03% Reduce -3.0% 5,284 $1.0M
Danske Bank A/S 0.00% — 5,283 $1.0M
Cravens & Co Advisors, LLC 0.85% Add +1.4% 5,282 $1.0M
CX Institutional 0.05% Add +12.4% 5,275 $1.0M
Per Stirling Capital Management, LLC. 0.17% Reduce -0.5% 5,266 $1.0M
Veltria Advisors Corp. 0.26% New 5,251 $1.0M
Everett Harris & Co. 0.01% Add +0.4% 5,247 $1.0M
Weik Capital Management 0.43% Reduce -0.6% 5,240 $1.0M
Sherbrooke Park Advisers LLC 0.20% New 5,238 $1.0M
Eclectic Associates Inc. 0.46% Reduce -2.2% 5,211 $1.0M
Caldwell Trust Co 0.12% Reduce -30.9% 5,203 $1.0M
Fiduciary Trust Co 0.02% Add +2.2% 5,198 $1.0M
Widmann Financial Services, Inc. 0.84% Reduce -5.9% 5,188 $1.0M
Bradley Foster & Sargent Inc. 0.02% Reduce -19.4% 5,148 $993K
MWA Asset Management 0.72% Reduce -17.8% 5,142 $992K
Dividend Assets Capital, LLC 0.21% No change 5,136 $991K
Whalerock Point Partners, LLC 0.28% Reduce -6.1% 5,133 $991K
Fiduciary Group, LLC 0.11% Add +1.0% 5,129 $990K
TD Private Client Wealth LLC 0.03% Reduce -23.9% 5,126 $989K
Brown Brothers Harriman & Co. 0.01% Reduce -24.0% 5,094 $983K
Wedmont Private Capital 0.07% Reduce -8.8% 5,516 $983K
McIlrath & Eck, LLC 0.16% Reduce -1.7% 5,085 $981K
Eastern Bank 0.04% Reduce -2.7% 5,084 $981K
Sterling Investment Management, LLC 0.69% New 5,081 $981K
Harbor Investment Advisory, LLC 0.10% Reduce -39.1% 5,081 $981K
CHICAGO TRUST Co NA 0.20% Reduce -1.4% 5,070 $978K
Ridgewood Investments LLC 0.52% Add +41.0% 5,059 $976K
Lanark Financial, Inc. 0.09% Reduce -51.8% 5,060 $976K
Droms Strauss Advisors Inc. /Mo/ 0.36% Add +0.1% 5,045 $974K
InTrack Investment Management Inc 0.72% Add +61.6% 5,038 $972K
Tarbox Family Office, Inc. 0.17% New 5,035 $972K
Wallington Asset Management, LLC 0.15% Reduce -12.2% 5,030 $971K
Avidian Wealth Enterprises, LLC 0.05% Add +2.6% 5,017 $968K
Realta Investment Advisors 0.20% Reduce -16.3% 5,005 $966K
Shay Capital LLC 0.28% Reduce -46.2% 5,000 $965K
EverSource Wealth Advisors, LLC 0.08% Add +36.5% 5,730 $962K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.11% Add +114.3% 4,975 $960K
Gen-Wealth Partners Inc 0.48% — 4,972 $960K
Syon Capital LLC 0.09% Reduce -4.7% 4,971 $959K
Carson Advisory Inc. 0.67% Add +32.1% 4,948 $955K
Jones Financial Companies LLLP 0.00% Add +56.2% 4,938 $953K
Mosaic Family Wealth Partners, LLC 0.16% Reduce -79.9% 4,936 $953K
Stonebridge Capital Management Inc. 0.43% No change 4,931 $952K
Turtle Creek Wealth Advisors, LLC 0.23% Add +3.7% 4,920 $950K
Martin & Co. Inc. 0.23% Reduce -2.0% 4,904 $947K
Abbot Financial Management, Inc. 0.52% Reduce -12.9% 4,893 $944K
EMC Capital Management 0.56% Add +400.0% 5,000 $944K
Mainsail Financial Group, LLC 0.65% Add +4.0% 4,886 $943K
Boyd Watterson Asset Management LLC 0.34% Reduce -1.7% 4,804 $927K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.39% Reduce -3.8% 5,544 $925K
Steele Capital Management, Inc. 0.05% Reduce -19.1% 4,759 $918K
Carmichael Hill & Associates, Inc. 0.38% Add +1.1% 4,756 $918K
Financial Partners Group, LLC 0.35% Add +10.5% 4,724 $912K
Intrust Bank NA 0.10% Reduce -9.2% 4,697 $906K
Chicago Capital, LLC 0.03% Reduce -59.8% 4,693 $906K
Cullen Investment Group, LTD. 0.14% Reduce -5.7% 4,808 $904K
Concourse Financial Group Securities, Inc. 0.06% Add +6.0% 4,668 $901K
Hudson Value Partners, LLC 0.38% Reduce -0.2% 4,660 $899K
Pinnacle West Asset Management, Inc. 0.71% Reduce -0.7% 4,620 $892K
Leavell Investment Management, Inc. 0.05% Reduce -43.9% 4,610 $890K
Rakuten Securities, Inc. 0.39% Add +218.8% 4,597 $887K
Diamant Asset Management, Inc. 0.62% No change 4,595 $887K
SeaCrest Wealth Management, LLC 0.11% Reduce -45.0% 4,591 $886K
Mather Group, Llc. 0.01% Reduce -13.3% 3,388 $883K
Shell Asset Management Co. 0.04% Reduce -46.0% 4,853 $883K
Childress Capital Advisors, LLC 0.26% Add +15.0% 4,575 $883K
Western Financial Corp 0.54% Reduce -28.7% 4,573 $882K
Girard Partners LTD. 0.08% Reduce -0.5% 4,560 $880K
Atlas Brown,Inc. 0.32% Add +1.9% 4,559 $880K
S.A. Mason LLC 0.53% Add +122.3% 4,545 $877K
Smith, Moore & Co. 0.09% Reduce -13.1% 4,543 $877K
Stonegate Investment Group, LLC 0.03% Add +0.1% 4,542 $877K
Private Wealth Partners, LLC 0.07% Reduce -0.7% 4,500 $868K
Edge Wealth Management LLC 0.18% Reduce -15.9% 4,499 $868K
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -71.5% 4,499 $868K
Campbell Capital Management Inc. 0.38% New 4,500 $868K
Fortitude Advisory Group L.L.C. 0.49% Add +6.0% 4,491 $867K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -0.5% 5,083 $867K
Bristlecone Advisors, LLC 0.08% Reduce -8.9% 4,475 $864K
Sargent Investment Group, LLC 0.19% Reduce -25.6% 4,475 $864K
Evanson Asset Management, LLC 0.06% Add +2.3% 4,378 $864K
Certified Advisory Corp 0.12% Reduce -1.5% 4,471 $863K
Park National Corp. 0.03% Add +3.6% 4,459 $861K
Richwood Investment Advisors, LLC 0.76% Add +7.5% 4,416 $852K
DCF Advisers, LLC 0.52% Add +120.0% 4,400 $849K
Community Bank & Trust, Waco, Texas 0.21% Reduce -0.1% 4,396 $848K
RW Investment Management LLC 0.12% Reduce -5.3% 4,391 $847K
Moser Wealth Advisors, LLC 0.47% No change 4,390 $847K
Family Asset Management, LLC 0.53% Reduce -2.9% 4,389 $847K
PFG Advisors 0.06% Add +0.2% 4,374 $844K
High Falls Advisors, Inc 0.21% Add +2.3% 4,373 $844K
Destination Wealth Management 0.03% Reduce -0.7% 4,372 $844K
Mosley Wealth Management 0.79% Add +1.0% 4,370 $843K
Argent Advisors, Inc. 0.33% Add +1.9% 4,367 $843K
Kovack Advisors, Inc. 0.10% Add +14.9% 4,361 $842K
Nicolet Bankshares Inc. 0.17% Reduce -0.7% 4,360 $841K
Clear Harbor Asset Management, LLC 0.07% Add +42.1% 4,356 $841K
FourThought Financial Partners, LLC 0.10% Add +36.6% 4,340 $838K
Wealth Dimensions Group, Ltd. 0.25% Add +57.0% 4,337 $837K
Moneco Advisors, LLC 0.13% Add +22.4% 4,333 $836K
NovaPoint Capital, LLC 0.29% Reduce -14.8% 4,331 $836K
Fusion Capital, LLC 0.38% Reduce -30.8% 4,312 $832K
NFSG Corp 0.36% New 4,308 $831K
Hohimer Wealth Management, LLC 0.19% Reduce -18.9% 4,294 $829K
Northwest Quadrant Wealth Management, LLC 0.20% Reduce -2.5% 4,271 $824K
Marble Harbor Investment Counsel, LLC 0.10% No change 4,270 $824K
Summit Global Investments 0.06% Add +1.1% 4,250 $820K
Full Sail Capital, LLC 0.06% No change 4,247 $820K
Teza Capital Management LLC 0.11% Reduce -50.2% 4,245 $819K
Nations Financial Group Inc, /Ia/ 0.07% Add +0.3% 4,244 $819K
Mitchell McLeod Pugh & Williams Inc. 0.20% Reduce -4.5% 4,237 $818K
Penserra Capital Management LLC 0.01% Reduce -33.1% 4,231 $816K
LCNB Corp. 0.29% No change 4,220 $814K
Safeguard Investment Advisory Group, LLC 0.28% Reduce -0.4% 4,215 $813K
Amarillo National Bank 0.15% Reduce -17.6% 4,205 $812K
Soundmark Wealth Management, LLC 0.36% Reduce -3.2% 4,205 $811K
Onyx Bridge Wealth Group LLC 0.14% Add +92.7% 4,847 $811K
Octavia Wealth Advisors, LLC 0.12% Reduce -25.1% 4,185 $808K
Clearbridge Investments, LLC 0.00% Add +0.8% 4,185 $808K
Main Street Financial Solutions, LLC 0.09% Add +332.6% 4,183 $807K
Armor Investment Advisors, LLC 0.39% Add +21.4% 4,183 $807K
Balentine LLC 0.02% Add +13.3% 4,181 $807K
Wilmington Savings Fund Society, FSB 0.03% — 4,173 $805K
Van Leeuwen & Company, LLC 0.41% Reduce -2.6% 4,171 $805K
Levy Wealth Management Group, LLC 0.22% No change 3,069 $800K
Carmel Capital Partners, LLC 0.33% New 4,109 $793K
Greenwood Gearhart LLC 0.08% Reduce -12.7% 4,095 $790K
Pine Haven Investment Counsel, Inc 0.69% Reduce -0.4% 4,068 $785K
Boltwood Capital Management 0.24% Add +6.8% 4,068 $785K
Dearborn Partners LLC 0.03% Add +13.3% 4,065 $785K
Enterprise Bank & Trust Co 0.27% Reduce -3.9% 4,057 $783K
Oxford Financial Group, LTD. LLC 0.05% Reduce -31.4% 4,048 $781K
Man Group plc 0.00% Add +2212.0% 4,046 $781K
BBR Partners, LLC 0.06% Reduce -0.5% 4,016 $775K
LexAurum Advisors, LLC 0.20% Add +10.2% 4,001 $772K
Supplemental Annuity Collective Trust of NJ 0.24% No change 4,000 $772K
Lake Street Private Wealth, LLC 0.11% Reduce -75.5% 3,999 $772K
Trust Co. of Vermont 0.04% Add +25.9% 3,997 $771K
Advisors Capital Management, LLC 0.01% Add +10.2% 3,984 $769K
Capital Investment Advisory Services, LLC 0.08% Reduce -30.5% 3,978 $768K
Schwarz Dygos Wheeler Investment Advisors LLC 0.22% Reduce -0.3% 3,974 $767K
Mayflower Financial Advisors, LLC 0.13% Add +12.8% 3,974 $767K
Dudley Capital Management, LLC 0.45% Reduce -25.5% 4,046 $767K
Quadrant Capital Group LLC 0.06% Reduce -7.5% 3,953 $763K
Charles Schwab Trust Co 0.07% Reduce -38.9% 3,950 $762K
Deltec Asset Management LLC 0.15% No change 3,950 $762K
Kraematon Investment Advisors, Inc. 0.76% Reduce -1.8% 3,933 $759K
Haverford Trust Co 0.01% Reduce -0.5% 3,933 $759K
Elevation Point Wealth Partners, LLC 0.06% Add +0.4% 3,924 $757K
L.M. Kohn & Company 0.21% Reduce -1.5% 3,917 $756K
Doliver Advisors, LP 0.21% Add +26.0% 3,895 $752K
BLB&B Advisors, LLC 0.04% Reduce -20.0% 3,891 $751K
Sittner & Nelson, LLC 0.38% Reduce -3.7% 3,886 $750K
Crewe Advisors LLC 0.09% New 3,882 $749K
Anchor Capital Advisors LLC 0.02% Reduce -90.8% 3,873 $747K
Integrated Investment Consultants, LLC 0.21% Add +13.6% 3,870 $747K
Nicholas Hoffman & Company, LLC. 0.04% Add +2.3% 3,855 $744K
Legacy Advisors, LLC 0.09% Reduce -4.6% 3,848 $743K
Fortune Financial Advisors, LLC 0.47% Reduce -3.3% 3,837 $741K
Lakeside Advisors, INC. 0.47% Reduce -1.3% 3,830 $739K
Summit Trail Advisors, LLC 0.02% Reduce -17.1% 3,828 $739K
Strait & Sound Wealth Management LLC 0.41% Reduce -3.4% 4,261 $739K
Horizon Bancorp Inc. 0.35% Add +3.0% 3,818 $737K
Clarius Group, LLC 0.05% Reduce -10.5% 3,817 $737K
Montz Harcus Wealth Management LLC 0.50% Reduce -0.1% 3,796 $733K
Parkside Financial Bank & Trust 0.12% Add +2.9% 3,791 $732K
Baxter Bros Inc. 0.09% Add +0.1% 3,780 $730K
Alta Capital Management LLC/ 0.04% Reduce -24.2% 3,753 $724K
Ransom Advisory, Ltd 0.39% — 3,750 $724K
Arlington Financial Advisors, LLC 0.16% Reduce -15.3% 3,750 $724K
Valmark Advisers, Inc. 0.01% Add +6.8% 3,748 $723K
Wealth Alliance Advisory Group, LLC 0.17% Add +0.1% 3,738 $721K
Conning Inc. 0.02% Reduce -2.4% 3,736 $721K
Curi Capital, LLC 0.02% Add +17.8% 3,727 $719K
Smith Anglin Financial, LLC 0.07% Reduce -5.1% 3,722 $718K
WealthPlan Investment Management, LLC 0.11% Reduce -21.2% 3,716 $717K
Bragg Financial Advisors, Inc 0.03% Reduce -4.4% 3,708 $716K
Citadel Investment Advisory, Inc. 0.40% No change 3,705 $715K
Garner Asset Management Corp 0.27% Add +8.1% 3,706 $715K
Gulf International Bank (UK) Ltd 0.02% Add +5.3% 3,701 $714K
KRS Capital Management, LLC 0.58% Reduce -18.7% 3,699 $714K
Koshinski Asset Management, Inc. 0.07% Reduce -4.8% 3,696 $713K
Professional Advisory Services Inc. 0.09% No change 3,697 $713K
NCM Capital Management, LLC 0.40% Reduce -7.5% 3,684 $711K
Altrafin AG 0.26% No change 3,670 $708K
Personal Cfo Solutions, LLC 0.11% Add +3.0% 3,667 $708K
Weil Company, Inc. 0.28% No change 3,651 $705K
Pallas Capital Advisors LLC 0.03% Add +39.2% 3,649 $704K
Mason & Associates Inc 0.19% Add +78.2% 3,645 $703K
Athena Investment Management 0.42% Reduce -0.1% 3,640 $702K
Boston Trust Walden Corp 0.01% Add +5.8% 3,630 $701K
Financial Advisory Group 0.12% Add +0.3% 3,626 $700K
Siemens Fonds Invest GmbH 0.05% Reduce -6.2% 3,622 $699K
Elite Wealth Management, Inc. 0.17% Reduce -0.1% 3,607 $696K
WNY Asset Management, LLC 0.11% Reduce -0.5% 3,606 $696K
Alpha Cubed Investments, LLC 0.04% Reduce -22.1% 3,602 $695K
Apexium Financial, LP 0.05% Reduce -23.2% 3,594 $694K
Edge Capital Group, LLC 0.03% Reduce -0.9% 3,572 $689K
Acropolis Investment Management, LLC 0.04% Reduce -9.6% 3,556 $686K
HBW Advisory Services LLC 0.13% No change 2,631 $686K
Ingalls & Snyder LLC 0.03% Reduce -0.3% 3,552 $686K
Tufton Capital Management 0.13% Add +17.8% 3,552 $686K
Pinnacle Wealth Planning Services, Inc. 0.10% Reduce -5.2% 3,546 $684K
Winthrop Advisory Group LLC 0.10% Add +90.5% 3,543 $684K
RNC Capital Management LLC 0.04% Reduce -16.2% 3,541 $683K
Orca Investment Management, LLC 0.64% Reduce -6.3% 3,534 $682K
&partners 0.09% Add +110.8% 3,589 $682K
Northcape Wealth Management, LLC 0.25% Add +1.1% 3,531 $681K
NWF Advisory Services Inc. 0.11% Add +19.1% 3,515 $678K
Van Hulzen Asset Management, LLC 0.04% Reduce -50.4% 3,514 $678K
Graypoint LLC 0.05% Reduce -9.3% 3,513 $678K
WealthTrust Axiom LLC 0.22% Add +4.0% 3,498 $675K
Paces Ferry Wealth Advisors, LLC 0.43% Add +7.1% 3,491 $674K
Lodestone Wealth Management LLC 0.35% Add +0.6% 3,490 $674K
HM Payson & Co. 0.01% Add +10.1% 3,483 $672K
WealthPLAN Partners, LLC 0.07% Reduce -26.1% 3,474 $671K
Grey Street Capital, LLC 0.09% Add +210.6% 3,472 $670K
LBMC Investment Advisors, LLC 0.06% Add +94.5% 3,472 $670K
NORTHSTAR ASSET MANAGEMENT Co 0.16% Reduce -29.2% 3,461 $668K
Foster Group, Inc. 0.03% Add +17.4% 3,450 $666K
CW Advisors, LLC 0.01% Reduce -54.1% 3,447 $665K
Connecticut Wealth Management, LLC 0.04% Add +21.6% 3,445 $665K
First Trust Investment Solutions L.P. 0.12% Add +55.7% 3,444 $665K
Icon Wealth Advisors, LLC 0.06% Add +10.4% 3,442 $664K
Patrick M Sweeney & Associates, Inc. 0.55% Reduce -0.7% 3,440 $664K
Keudell/Morrison Wealth Management 0.20% Add +7.5% 3,433 $663K
Hunter Associates Investment Management LLC 0.11% New 3,403 $658K
United Asset Strategies, Inc. 0.07% Reduce -3.5% 3,400 $656K
Vaughan David Investments LLC 0.02% Reduce -47.0% 3,397 $656K
DDD Partners, LLC 0.08% Add +0.3% 3,396 $655K
Manhattan West Asset Management, LLC 0.16% Reduce -78.9% 3,393 $655K
Cornerstone Advisory, LLC 0.09% Reduce -24.5% 3,380 $652K
Joel Isaacson & Co., LLC 0.04% No change 3,380 $652K
Equitable Trust Co. 0.05% New 3,372 $651K
Diversify Advisory Services, LLC 0.04% — 3,431 $650K
Greystone Financial Group, LLC 0.13% Add +223.0% 3,359 $648K
Meiji Yasuda Life Insurance Co 0.01% No change 3,357 $648K
Syntax Research, Inc. 0.49% Add +11.3% 3,354 $647K
Deroy & Devereaux Private Investment Counsel Inc. 0.04% Reduce -5.6% 3,350 $647K
Pinnacle Financial Partners Inc 0.01% Reduce -13.8% 3,345 $646K
Prosperity Consulting Group, LLC 0.08% Reduce -9.6% 3,344 $645K
HF Advisory Group, LLC 0.36% Add +10.6% 3,332 $643K
Bison Wealth, LLC 0.10% Add +4.6% 3,323 $641K
Strategic Blueprint, LLC 0.05% Add +0.8% 3,321 $641K
Pflug Koory, LLC 0.05% Reduce -5.2% 3,318 $640K
Patriot Financial Group Insurance Agency, LLC 0.10% Add +16.7% 3,307 $638K
Triumph Capital Management 0.26% New 3,367 $638K
Wright Investors Service Inc. 0.16% Reduce -3.1% 3,305 $638K
StoneX Group Inc. 0.06% Reduce -0.5% 3,301 $637K
Sentry Investment Management LLC 0.25% Add +10.5% 3,287 $634K
Baker Boyer National Bank 0.22% No change 3,282 $633K
Intrinsic Value Partners, LLC 0.67% Reduce -0.8% 3,280 $633K
Venturi Wealth Management, LLC 0.04% Add +15.9% 3,278 $633K
Douglass Winthrop Advisors, LLC 0.01% No change 3,275 $632K
FDx Advisors, Inc. 0.10% Reduce -73.3% 3,257 $629K
Founders Financial Alliance, LLC 0.19% Reduce -10.2% 3,259 $629K
Litman Gregory Wealth Management LLC 0.06% No change 3,250 $627K
Watts Gwilliam & Co., LLC 0.19% — 3,466 $627K
Northwest Investment Counselors, LLC 0.15% Reduce -0.1% 3,245 $626K
Clarus Group, Inc. 0.44% Reduce -0.0% 3,241 $625K
Sapient Capital LLC 0.01% Reduce -97.8% 3,239 $625K
Cooper Financial Group 0.10% Reduce -48.9% 3,237 $625K
Signature Wealth Management Partners, LLC 0.51% Reduce -29.0% 3,236 $625K
Garrison Point Advisors, LLC 0.40% Reduce -3.0% 3,228 $623K
Sage Rhino Capital LLC 0.15% Add +16.7% 3,226 $623K
Payden & Rygel Investment Group 0.04% — 3,200 $618K
Payden & Rygel 0.04% No change 3,200 $618K
Ameliora Wealth Management Ltd. 0.28% Add +45.5% 3,200 $618K
Investment Partners, LTD. 0.28% Reduce -11.1% 3,196 $617K
Marathon Trading Investment Management LLC 0.25% Add +69.3% 3,175 $613K
LM Advisors LLC 0.11% No change 3,169 $612K
AllSquare Wealth Management LLC 0.36% Add +12.4% 3,162 $610K
Wintrust Investments LLC 0.05% Reduce -43.9% 3,155 $609K
Spirit of America Management Corp. 0.12% Reduce -6.0% 3,155 $609K
First National Trust Co 0.02% Reduce -16.7% 3,153 $608K
Vestor Capital, LLC 0.05% Add +0.3% 3,149 $608K
Cypress Capital Group 0.07% Reduce -10.4% 3,148 $608K
Goelzer Investment Management, Inc. 0.03% Reduce -7.4% 3,148 $608K
McDonald Partners LLC 0.17% Add +4.4% 3,146 $607K
Nabity-Jensen Investment Management Inc 0.50% Add +0.8% 3,137 $605K
Regal Investment Advisors LLC 0.04% Reduce -18.0% 3,123 $603K
Manchester Capital Management LLC 0.07% Reduce -22.2% 3,121 $602K
Kornitzer Capital Management Inc. 0.01% Add +1.4% 3,119 $602K
Cadence Bank 0.04% Reduce -10.7% 3,109 $600K
Silverlake Wealth Management LLC 0.30% Reduce -40.2% 3,105 $599K
Sterneck Capital Management, LLC 0.36% Add +39.0% 3,101 $598K
AXS Investments LLC 0.14% Add +7.6% 3,087 $596K
Allred Capital Management, LLC 0.23% Add +2.5% 3,086 $595K
Archer Investment Corp 0.18% Add +38.8% 3,082 $595K
Fort Point Capital Partners LLC 0.08% No change 3,081 $595K
Columbia Advisory Partners LLC 0.60% Reduce -0.6% 3,080 $594K
Duncker Streett & Co. Inc. 0.12% Reduce -0.0% 3,080 $594K
Gold Investment Management Ltd. 0.24% No change 3,077 $594K
Capital Group Investment Management Pte. LTD. 0.11% Reduce -41.9% 3,076 $594K
Stonebrook Private Inc. 0.17% Add +3.4% 3,073 $593K
Gradient Investments LLC 0.01% Reduce -57.4% 3,073 $593K
Roundview Capital LLC 0.05% Reduce -49.1% 3,055 $590K
Fidelis Capital Partners, LLC 0.09% Reduce -2.8% 3,054 $589K
WJ Wealth Management, LLC 0.23% Reduce -66.4% 3,050 $589K
Keel Point, LLC 0.06% Add +88.9% 3,047 $588K
Flputnam Investment Management Co. 0.01% Reduce -9.4% 3,046 $588K
DORCHESTER WEALTH MANAGEMENT Co 0.11% Add +35.0% 3,045 $588K
Intrua Financial, LLC 0.09% Reduce -16.1% 3,039 $587K
GTS Securities LLC 0.02% Reduce -3.9% 3,037 $586K
CRA Financial Services, LLC 0.13% Reduce -12.3% 3,031 $585K
Davis R M Inc. 0.01% Add +2.9% 3,029 $585K
Massachusetts Wealth Management 0.41% Add +1.7% 3,025 $584K
Highline Wealth Partners LLC 0.24% No change 3,014 $582K
Independent Wealth Network Inc. 0.27% Add +85.4% 3,014 $582K
Crestwood Advisors Group, LLC 0.01% Reduce -1.9% 3,000 $579K
Inspire Trust Co, N.A. 0.32% New 3,000 $579K
Sompo Asset Management Co., Ltd. 0.09% Reduce -83.3% 2,980 $575K
RFG Advisory, LLC 0.02% Reduce -34.9% 2,972 $574K
Chatham Capital Group, Inc. 0.10% No change 2,953 $570K
Central Valley Advisors, LLC 0.29% Reduce -1.7% 2,951 $569K
Grandview Asset Management LLC 0.26% Reduce -10.7% 2,947 $569K
MKT Advisors LLC 0.31% Add +4.9% 3,240 $566K
Cape Cod Five Cents Savings Bank 0.05% Reduce -6.7% 2,931 $566K
Sfmg, LLC 0.05% Reduce -0.8% 2,930 $565K
Walden Wealth Partners LLC 0.33% Reduce -19.7% 3,084 $565K
Breakwater Capital Group 0.14% Add +9.7% 2,914 $562K
Planning Directions Inc. 0.39% Reduce -2.2% 2,904 $560K
NewEdge Wealth, LLC 0.01% Add +42.5% 3,129 $560K
HTLF Bank 0.06% Add +2.3% 2,897 $559K
Alexander Labrunerie & Co., Inc. 0.32% — 2,895 $559K
CI Investments Inc. 0.00% Add +10.6% 2,887 $557K
Simon Quick Advisors, LLC 0.04% Add +49.5% 2,883 $556K
Kenora Financial, LLC 0.24% Reduce -19.6% 2,881 $556K
Analyst IMS Investment Management Services Ltd. 0.02% Add +91.4% 2,879 $556K
Chapin Davis, Inc. 0.20% Add +1.6% 2,878 $555K
Garden State Investment Advisory Services LLC 0.20% Reduce -17.5% 2,917 $554K
Enterprise Financial Services Corp 0.33% Reduce -1.1% 2,871 $554K
United Bank 0.28% Reduce -8.0% 2,850 $550K
Westmount Partners, LLC 0.20% Reduce -5.7% 2,847 $549K
Northeast Financial Consultants Inc 0.03% No change 2,837 $548K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 2,833 $547K
Elkhorn Partners Limited Partnership 0.39% Add +29.8% 2,830 $546K
Adell Harriman & Carpenter Inc. 0.04% Reduce -17.9% 2,828 $546K
Cassaday & Co Wealth Management LLC 0.02% Reduce -23.2% 2,826 $545K
Schechter Investment Advisors, LLC 0.04% Reduce -60.4% 2,826 $545K
Perennial Investment Advisors, LLC 0.08% Reduce -16.5% 2,815 $543K
Davidson Trust Co. 0.32% Add +16.6% 2,814 $543K
SageView Advisory Group, LLC 0.03% Reduce -93.1% 2,807 $542K
North Ridge Wealth Advisors, Inc. 0.42% No change 2,795 $539K
Symmetry Partners, LLC 0.04% No change 2,789 $538K
Allegheny Financial Group 0.17% Reduce -30.3% 2,779 $536K
Curbstone Financial Management Corp 0.12% Reduce -1.8% 2,776 $536K
Toth Financial Advisory Corp. 0.07% Reduce -4.8% 2,772 $535K
Sound Income Strategies, LLC 0.04% Add +59.5% 2,772 $535K
Country Club Bank 0.04% Reduce -3.3% 2,760 $533K
SOA Wealth Advisors, LLC. 0.11% Add +12.5% 2,758 $532K
Welch & Forbes LLC 0.01% Reduce -0.7% 2,757 $532K
SignalPoint Asset Management, LLC 0.15% Reduce -3.2% 2,755 $532K
Hayek Kallen Investment Management 0.20% Reduce -4.3% 2,750 $531K
PDS Planning, Inc 0.06% Reduce -0.6% 2,745 $530K
Smart Portfolios, LLC 0.56% Add +2.6% 2,729 $527K
Householder Group Estate & Retirement Specialist, LLC 0.16% Add +69.7% 2,727 $526K
Headinvest, LLC 0.10% Add +18.3% 2,726 $526K
First Financial Corp. 0.27% Reduce -48.3% 2,725 $526K
Journey Advisory Group, LLC 0.06% Reduce -12.0% 2,714 $524K
Merriman Wealth Management, LLC 0.02% Add +35.5% 2,713 $524K
Chaney Capital Management, Inc. 0.42% Add +0.6% 2,712 $523K
Columbia Asset Management 0.11% No change 2,007 $523K
First Nebraska Trust Co 0.05% Reduce -6.1% 2,707 $522K
Abn Amro Investment Solutions 0.01% Add +0.4% 2,704 $522K
Guardian Asset Advisors, LLC 0.43% Reduce -5.6% 2,693 $520K
WBH Advisory Inc. 0.05% Reduce -31.8% 2,688 $519K
Independent Solutions Wealth Management, LLC 0.12% Reduce -37.8% 2,685 $518K
Family Firm, Inc. 0.13% No change 2,684 $518K
Intellectus Partners, LLC 0.14% Reduce -40.9% 2,672 $516K
Independence Bank of Kentucky 0.15% Reduce -65.8% 2,670 $515K
SlateStone Wealth, LLC 0.05% Add +3.9% 2,666 $515K
Pacific Sun Financial Corp 0.30% Add +40.8% 2,663 $514K
Janney Capital Management LLC 0.03% Reduce -12.9% 2,659 $513K
Greatmark Investment Partners, Inc. 0.07% Reduce -13.2% 2,652 $512K
Parisi Gray Wealth Management 0.19% Reduce -45.1% 2,648 $511K
Pitcairn Co. 0.03% Add +25.1% 2,645 $510K
Samalin Investment Counsel, LLC 0.24% Add +156.3% 2,637 $509K
Retirement Solution LLC 0.14% Add +101.6% 2,637 $509K
Relyea Zuckerberg Hanson LLC 0.09% Reduce -1.4% 2,631 $508K
Ironwood Investment Counsel, LLC 0.09% No change 2,627 $507K
Patron Partners, LLC 0.31% Add +11.1% 2,614 $504K
Cladis Investment Advisory, LLC 0.37% Reduce -67.9% 2,610 $504K
GYL Financial Synergies, LLC 0.04% Add +3.0% 2,601 $502K
Shufro Rose & Co. LLC 0.04% Add +23.8% 2,600 $502K
WMG Financial Advisors, LLC 0.29% Add +2.6% 2,597 $501K
Peoples Bank 0.39% Reduce -15.1% 2,597 $501K
GAMMA Investing LLC 0.10% Add +0.7% 2,589 $500K
Harmony Asset Management LLC 0.21% Add +8.8% 2,583 $498K
Shoker Investment Counsel, Inc. 0.18% Add +2.8% 2,629 $498K
Maxi Investments CY Ltd 0.13% No change 2,575 $497K
Unionview, LLC 0.41% Reduce -19.4% 2,571 $496K
Aft, Forsyth & Company, Inc. 0.28% New 2,565 $495K
Objective Capital Management, LLC 0.33% Add +0.2% 2,559 $494K
Optimum Investment Advisors 0.23% Reduce -12.1% 2,549 $492K
Chickasaw Capital Management LLC 0.02% Add +45.9% 2,545 $491K
Inspire Advisors, LLC 0.07% Reduce -7.4% 2,543 $491K
Kelleher Financial Advisors 0.20% Add +0.4% 2,534 $489K
Moss Adams Wealth Advisors LLC 0.08% Add +21.0% 2,520 $486K
MassMutual Private Wealth & Trust, FSB 0.02% Add +13.4% 2,518 $486K
Emfo, LLC 0.44% Reduce -16.7% 2,500 $482K
Triton Wealth Management, PLLC 0.33% Reduce -17.7% 2,881 $482K
Bender Robert & Associates 0.11% Reduce -4.7% 2,495 $482K
OneAscent Wealth Management LLC 0.18% Reduce -13.6% 2,494 $481K
CWA Asset Management Group, LLC 0.03% Add +32.7% 2,490 $481K
Pekin Hardy Strauss, Inc. 0.07% New 2,485 $480K
Bill Few Associates, Inc. 0.19% Reduce -11.6% 2,478 $478K
JFS Wealth Advisors, LLC 0.04% Reduce -2.4% 2,475 $478K
Sigma Investment Counselors Inc. 0.03% Reduce -81.4% 2,473 $477K
Tyche Wealth Partners LLC 0.12% Add +10.5% 2,459 $475K
Fragasso Financial Advisors Inc 0.04% Add +0.7% 2,456 $474K
Rockland Trust Co. 0.03% Reduce -67.8% 2,456 $474K
Lyell Wealth Management, LP 0.05% Reduce -61.5% 2,443 $471K
Campbell Newman Asset Management Inc. 0.04% Reduce -0.5% 2,442 $471K
Kensington Investment Counsel, LLC 0.22% Reduce -7.3% 2,440 $471K
Charter Oak Capital Management, LLC 0.05% Add +6.8% 2,437 $470K
Forbes J M & Co. LLP 0.05% No change 2,437 $470K
TriaGen Wealth Management LLC 0.20% Add +25.8% 2,436 $470K
Ironwood Financial, llc 0.11% No change 2,434 $470K
Sanchez Wealth Management Group 0.16% No change 2,430 $469K
Trust Point Inc. 0.04% Reduce -2.6% 2,429 $469K
Leo Wealth, LLC 0.05% Add +20.8% 2,453 $469K
Beach Investment Counsel Inc. 0.06% No change 1,789 $466K
American Financial Advisors, LLC 0.07% Reduce -8.0% 2,414 $466K
Embree Financial Group 0.09% Reduce -13.7% 2,412 $466K
Abbrea Capital, LLC 0.06% Reduce -33.8% 2,409 $465K
Global Financial Private Client, LLC 0.20% Reduce -33.2% 2,442 $463K
Northwest Bank & Trust Co 0.42% Add +0.8% 2,755 $462K
Beacon Capital Management, LLC 0.09% Add +4.8% 2,393 $462K
RDA Financial Network 0.16% Reduce -5.0% 2,388 $461K
Guardian Wealth Advisors, LLC / NC 0.06% Add +67.7% 2,387 $461K
Belmont Capital, LLC 0.13% Add +4.4% 2,380 $459K
Avaii Wealth Management, LLC 0.27% Reduce -39.7% 2,379 $459K
Callan Capital, LLC 0.04% Add +5.3% 2,378 $459K
MADDEN SECURITIES Corp 0.21% Reduce -76.4% 2,370 $457K
Delta Financial Group, Inc. 0.13% Reduce -1.8% 2,364 $456K
Leonard Rickey Investment Advisors P.L.L.C. 0.12% Add +0.0% 2,359 $455K
Capstone Financial Advisors, Inc. 0.03% Reduce -11.3% 2,357 $455K
Mathes Company, Inc. 0.17% Reduce -85.0% 2,351 $454K
Fairfield, Bush & Co. 0.27% Reduce -23.9% 2,348 $453K
Jag Capital Management, LLC 0.06% Reduce -0.2% 2,347 $453K
Forte Capital LLC 0.06% Add +6.1% 2,344 $452K
Summit Financial Group, Inc. 0.16% No change 2,342 $452K
Accredited Investors Inc. 0.03% Add +7.8% 2,330 $450K
Coho Partners, Ltd. 0.01% No change 2,330 $450K
AlTi Global, Inc. 0.01% Add +129.4% 2,317 $447K
Northern Capital Management, Inc. 0.31% Add +13.3% 2,316 $447K
D L Carlson Investment Group Inc. 0.09% Reduce -86.6% 2,309 $446K
Capital Investment Counsel, Inc 0.08% No change 2,306 $445K
NJ State Employees Deferred Compensation Plan 0.06% No change 2,300 $444K
RiverFront Investment Group, LLC 0.01% Add +15.0% 2,300 $444K
Triangle Securities Wealth Management 0.13% Reduce -7.7% 2,299 $444K
Wealthspire Retirement, LLC 0.04% Add +7.7% 2,295 $443K
Operose Advisors LLC 0.15% Add +474.4% 2,292 $442K
SouthState Bank Corp 0.03% Add +21.1% 2,291 $442K
Certuity, LLC 0.04% Reduce -34.6% 2,279 $440K
Oak Harvest Investment Services 0.07% Reduce -52.5% 2,273 $439K
Brooklyn Investment Group 0.19% Add +0.3% 2,304 $437K
Mission Creek Capital Partners, Inc. 0.11% Reduce -6.2% 2,261 $436K
Coastline Trust Co 0.05% Reduce -48.6% 2,253 $435K
Graham Capital Management, L.P. 0.02% Reduce -60.3% 2,245 $433K
Core Alternative Capital 0.08% Reduce -8.1% 2,244 $433K
Freedom Investment Management, Inc. 0.03% Reduce -3.3% 2,240 $432K
Advisor OS, LLC 0.05% Add +2.6% 2,230 $430K
Kapstone Financial Advisors LLC 0.29% Reduce -1.5% 2,226 $430K
Plante Moran Financial Advisors, LLC 0.05% Reduce -9.9% 2,224 $429K
Everhart Financial Group, Inc. 0.13% Add +6.2% 2,224 $429K
LMG Wealth Partners, LLC 0.11% Add +93.6% 2,221 $429K
Park Edge Advisors, LLC 0.12% New 2,217 $428K
Willis Johnson & Associates, Inc. 0.04% Add +83.6% 2,211 $427K
Indiana Trust & Investment Management Co 0.17% Reduce -2.4% 2,210 $427K
Brown, Lisle/Cummings, Inc. 0.14% No change 2,206 $426K
Brandywine Oak Private Wealth LLC 0.04% Reduce -1.0% 2,200 $425K
Everpar Advisors LLC 0.26% Add +86.9% 2,192 $423K
Addison Capital Co 0.21% Reduce -0.7% 2,189 $422K
iA Global Asset Management Inc. 0.01% Add +12.4% 2,176 $420K
Adero Partners, LLC 0.03% Reduce -15.9% 2,173 $419K
Chelsea Counsel Co. 0.24% No change 2,160 $417K
Pullen Investment Management, LLC 0.35% — 2,154 $416K
Rockport Wealth LLC 0.28% — 2,159 $416K
Members Trust Co 0.01% Reduce -22.7% 2,149 $415K
Harbour Capital Advisors, LLC 0.10% Reduce -13.6% 2,196 $413K
Grandfield & Dodd, LLC 0.03% Add +0.2% 2,135 $412K
Pasadena Private Wealth, LLC 0.09% Add +3.2% 2,134 $412K
High Net Worth Advisory Group LLC 0.13% Reduce -21.0% 2,125 $410K
Integris Wealth Management, LLC 0.11% Reduce -3.8% 2,125 $410K
Exencial Wealth Advisors, LLC 0.02% Reduce -46.0% 2,125 $410K
Avestar Capital, LLC 0.05% Add +7.8% 2,121 $409K
Atlas Private Wealth Management, LLC 0.17% Reduce -1.0% 2,118 $409K
1834 Investment Advisors Co. 0.05% Reduce -62.0% 2,117 $409K
Summit Financial Wealth Advisors, LLC 0.08% Add +9.0% 2,115 $408K
Capital Asset Advisory Services LLC 0.02% Reduce -2.0% 2,227 $408K
RB Capital Management, LLC 0.11% Add +14.2% 2,111 $407K
Welch Group, LLC 0.02% Reduce -12.4% 2,110 $407K
Deerfield Management Company, L.P. 0.01% New 2,109 $407K
Eubel Brady & Suttman Asset Management Inc. 0.06% Add +7.5% 2,111 $407K
KWB Wealth 0.05% Add +1.9% 2,106 $406K
Earnest Partners LLC 0.00% Add +5.8% 2,106 $406K
C2C Wealth Management, LLC 0.40% Reduce -32.3% 2,100 $405K
Eagle Bluffs Wealth Management LLC 0.25% No change 2,100 $405K
Pathway Financial Advisors LLC 0.11% No change 2,100 $405K
Diversified Trust Co. 0.01% Reduce -59.4% 2,100 $405K
Piscataqua Savings Bank 0.36% Reduce -31.8% 2,100 $405K
Old Second National Bank of Aurora 0.11% Reduce -27.3% 2,096 $405K
World Equity Group, Inc. 0.08% Reduce -68.1% 2,094 $404K
Penobscot Investment Management Company, Inc. 0.04% Reduce -19.6% 2,093 $404K
N.E.W. Advisory Services LLC 0.04% Add +3.0% 2,091 $404K
KPP Advisory Services LLC 0.11% Reduce -13.2% 2,078 $401K
Northwest Financial Advisors 0.44% Reduce -23.3% 2,073 $400K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -71.8% 2,072 $400K
Bordeaux Wealth Advisors LLC 0.13% Add +5.9% 2,070 $400K
626 Financial, LLC 0.24% Reduce -18.1% 2,068 $399K
Cascade Financial Partners, LLC 0.06% — 2,352 $399K
Integrity Financial Corp 0.27% Reduce -55.9% 2,060 $398K
Keene & Associates, Inc. 0.30% Add +3.4% 2,058 $397K
MBB Public Markets I LLC 0.03% New 2,057 $397K
Mairs & Power Inc. 0.00% Reduce -17.9% 2,053 $396K
Skyline Advisors, Inc. 0.18% Reduce -4.7% 2,053 $396K
FMB Wealth Management 0.32% Add +2.5% 2,046 $395K
ICA Group Wealth Management, LLC 0.08% Reduce -21.4% 2,045 $395K
TBH Global Asset Management, LLC 0.08% Reduce -31.1% 2,044 $394K
Hantz Financial Services, Inc. 0.01% Add +97.4% 2,043 $394K
McAdam, LLC 0.03% Reduce -2.5% 2,033 $392K
IVC Wealth Advisors LLC 0.23% Reduce -51.8% 2,026 $391K
Summit X, LLC 0.10% Reduce -74.9% 2,020 $390K
Cascade Investment Group, Inc. 0.29% Reduce -6.5% 2,021 $390K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% Reduce -5.8% 2,020 $390K
Palisades Hudson Asset Management, L.P. 0.18% No change 2,017 $389K
S&co Inc. 0.03% Reduce -59.8% 2,020 $389K
Oppenheimer Asset Management Inc. 0.01% Reduce -84.2% 2,015 $389K
QCM Cayman, Ltd. 5.23% New 2,013 $388K
Financial Insights, Inc. 0.11% Add +8.1% 2,010 $388K
PBMares Wealth Management LLC 0.10% Reduce -9.6% 2,010 $388K
Burke & Herbert Bank & Trust Co. 0.29% Reduce -32.4% 2,000 $386K
Claris Advisors, LLC / Mo / 0.19% Reduce -1.2% 2,000 $386K
Prudential PLC 0.00% Reduce -86.2% 2,000 $386K
Bridge Creek Capital Management LLC 0.12% Add +3.1% 1,983 $383K
Pavion Blue Capital, LLC 0.19% No change 1,980 $382K
Capital Advisors Wealth Management, LLC 0.08% Reduce -10.0% 1,980 $382K
Oakworth Capital, Inc. 0.03% No change 1,974 $381K
Cidel Asset Management Inc. 0.03% Reduce -8.7% 1,973 $381K
Roman Butler Fullerton & Co. 0.14% Add +19.0% 2,232 $380K
Towne Trust Company, N.A 0.14% Reduce -3.7% 1,971 $380K
Westbourne Investment Advisors, Inc. 0.14% No change 1,967 $380K
Trek Financial, LLC 0.03% Reduce -7.7% 1,968 $380K
Sky Investment Group LLC 0.07% Reduce -16.6% 1,966 $379K
Sterling Investment Advisors, Ltd. 0.11% Reduce -18.6% 1,962 $379K
Royal Capital Wealth Management, LLC 0.30% Add +5.4% 1,961 $378K
First Commonwealth Financial Corp 0.10% Reduce -1.0% 1,957 $378K
Nemes Rush Group LLC 0.05% No change 1,954 $377K
Stone Summit Wealth LLC 0.13% No change 1,950 $376K
Pioneer Trust Bank N A 0.10% Reduce -22.0% 1,950 $376K
Correct Capital Wealth Management 0.09% Add +0.8% 1,946 $375K
Oxford Asset Management LLP 0.42% Add +76.0% 1,940 $374K
Falcon Wealth Planning 0.06% Reduce -2.4% 1,938 $374K
Marco Investment Management LLC 0.04% Reduce -9.5% 1,934 $373K
Quent Capital, LLC 0.04% Reduce -0.6% 1,929 $372K
Wealth Management Partners, LLC 0.19% New 1,927 $372K
Csenge Advisory Group 0.02% Reduce -16.1% 1,923 $371K
Lifeworks Advisors, LLC 0.10% Reduce -2.6% 1,914 $369K
Crane Advisory, LLC 0.07% Reduce -0.3% 2,007 $368K
Pin Oak Investment Advisors Inc. 0.35% No change 1,900 $367K
OneAscent Financial Services LLC 0.04% Reduce -14.0% 1,889 $365K
GeoWealth Management, LLC 0.01% Add +77.4% 1,891 $365K
Peak Financial Management, Inc. 0.12% Add +15.2% 1,890 $365K
Edge Financial Advisors LLC 0.32% — 1,886 $364K
Valley National Advisers Inc. 0.06% Reduce -35.1% 1,888 $364K
Appleton Partners Inc. 0.03% Reduce -5.3% 1,888 $364K
Wealthquest Corp 0.04% Reduce -15.4% 1,881 $363K
Linscomb Wealth, Inc. 0.02% No change 1,880 $363K
Iowa State Bank 0.08% No change 1,873 $361K
TCI Wealth Advisors, Inc. 0.04% Reduce -1.7% 1,872 $361K
Adirondack Trust Co. 0.15% No change 1,872 $361K
Presidio Capital Management, LLC 0.26% Add +22.1% 1,867 $360K
Providence Wealth Advisors, LLC 0.31% Reduce -83.3% 1,916 $359K
Northwest Wealth Management, LLC 0.10% Add +110.9% 1,858 $359K
Canopy Partners, LLC 0.17% Add +16.8% 1,854 $358K
Paragon Financial Partners, Inc. 0.29% Reduce -4.7% 1,853 $358K
Signature Estate & Investment Advisors LLC 0.01% Reduce -27.3% 1,847 $356K
Game Plan Financial Advisors, LLC 0.21% No change 1,845 $356K
Colonial Trust Advisors 0.04% Reduce -26.4% 1,845 $356K
Allstate Corp. 0.03% Add +10.8% 1,845 $356K
Key Client Fiduciary Advisors, LLC 0.19% Add +31.4% 1,839 $355K
Royal Harbor Partners, LLC 0.15% No change 1,830 $353K
Aerodigm Wealth, LLC 0.14% New 1,829 $353K
Adamsbrown Wealth Consultants LLC 0.14% Add +38.9% 1,822 $352K
Bray Capital Advisors 0.09% No change 1,820 $351K
Webster Bank, N. A. 0.04% Reduce -14.6% 1,819 $351K
Delta Investment Management, LLC 0.08% New 1,815 $350K
Bensler, LLC 0.05% Reduce -94.2% 1,812 $350K
Navis Wealth Advisors, LLC 0.42% Reduce -0.4% 1,803 $348K
Norman Fields, Gottscho Capital Management, LLC 0.13% No change 1,800 $347K
Riverview Trust Co 0.27% Reduce -6.5% 1,797 $347K
Whitener Capital Management, Inc. 0.11% Reduce -25.5% 1,795 $346K
Liberty Wealth Management LLC 0.07% Reduce -5.2% 1,790 $346K
Waddell & Associates, LLC 0.05% No change 1,788 $345K
Gateway Wealth Partners, LLC 0.12% Add +0.4% 1,785 $345K
Northeast Investment Management 0.02% Reduce -2.0% 1,784 $344K
Woodward Diversified Capital, LLC 0.21% Reduce -14.4% 1,776 $343K
Zimmermann Investment Management & Planning LLC 0.12% Reduce -0.3% 1,775 $343K
Boothbay Fund Management, LLC 0.01% Reduce -27.8% 1,775 $343K
Northern Financial Advisors Inc 0.27% Reduce -39.6% 1,774 $342K
Bridge Advisory, LLC 0.17% Reduce -0.3% 1,770 $342K
Washington Trust Advisors, Inc. 0.03% Reduce -13.4% 1,764 $340K
NTV Asset Management LLC 0.05% Reduce -46.6% 1,764 $340K
Benchmark Financial Wealth Advisors, LLC 0.13% Reduce -1.2% 1,764 $340K
Laraway Financial Advisors Inc 0.30% Reduce -8.4% 1,793 $340K
Chiron Capital Management, LLC 0.31% Add +12.8% 1,758 $339K
Fortis Group Advisors, LLC 0.06% Add +76.4% 1,753 $338K
Traphagen Investment Advisors LLC 0.04% Reduce -0.7% 1,746 $337K
Obermeyer Wealth Partners 0.02% Reduce -49.7% 1,739 $336K
Gradient Capital Advisors, LLC 0.12% Reduce -8.2% 1,737 $335K
Tradition Wealth Management, LLC 0.03% Reduce -26.9% 1,731 $334K
Waterway Wealth Management, LLC 0.15% Add +48.9% 1,726 $333K
Sender Co & Partners, Inc. 0.57% Reduce -59.7% 1,724 $333K
Affinity Capital Advisors, LLC 0.07% Reduce -1.1% 1,722 $332K
Beverly Hills Private Wealth, LLC 0.08% Reduce -14.9% 1,718 $332K
Wealth Alliance, LLC 0.04% Add +0.8% 1,714 $331K
Kuhn & Co Investment Counsel 0.31% Reduce -0.5% 1,712 $330K
St Germain D J Co. Inc. 0.02% Reduce -15.3% 1,698 $328K
Gray Wealth Management Inc. 0.15% Reduce -20.7% 1,697 $328K
Meridian Wealth Partners, LLC 0.06% Add +27.0% 1,697 $327K
St. Clair Advisors, LLC 0.11% Reduce -3.0% 1,693 $327K
Burton Enright Welch 0.08% Add +0.1% 1,688 $326K
WINTON GROUP Ltd 0.02% New 1,684 $325K
Beacon Bridge Wealth Partners, LLC 0.15% Reduce -0.8% 1,680 $324K
CFM Wealth Partners LLC 0.06% Reduce -23.9% 1,671 $322K
Accel Wealth Management 0.14% Add +18.1% 1,669 $322K
Benchmark Wealth Management, LLC 0.18% No change 1,665 $321K
CIC Wealth, LLC 0.09% No change 1,657 $320K
Total Investment Management Inc. 0.04% Reduce -3.8% 1,657 $320K
1858 Wealth Management, LLC 0.30% No change 1,225 $319K
Bull Street Advisors, LLC 0.15% Reduce -3.9% 1,651 $319K
Morton Capital Management LLC 0.09% Reduce -2.5% 1,652 $319K
Keystone Wealth Services, LLC 0.10% Add +1.7% 1,649 $318K
Novare Capital Management LLC 0.03% Reduce -4.9% 1,649 $318K
TrueWealth Advisors, LLC 0.12% No change 1,648 $318K
City State Bank 0.14% Add +14.9% 1,648 $318K
Valley Brook Capital Group, Inc. 0.25% Reduce -39.0% 1,639 $316K
LCM Capital Management Inc 0.20% Add +0.6% 1,639 $316K
Fi3 FINANCIAL ADVISORS, LLC 0.15% Reduce -8.8% 1,756 $316K
SJS Investment Consulting Inc. 0.06% Reduce -44.4% 1,631 $315K
Columbia Bank 0.13% — 1,628 $314K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.05% No change 1,620 $313K
Harrell Investment Partners, LLC 0.09% Reduce -19.9% 1,615 $312K
Aureus Asset Management, LLC 0.02% Reduce -51.0% 1,610 $311K
Executive Wealth Management, LLC 0.03% Reduce -3.6% 1,638 $310K
Hennion & Walsh Asset Management, Inc. 0.02% New 1,608 $310K
Edgestream Partners, L.P. 0.02% Reduce -86.1% 1,608 $310K
Old Mission Investment Co LLC 0.10% Reduce -3.0% 1,607 $310K
Bard Financial Services, Inc. 0.03% Reduce -28.0% 1,605 $310K
Optiver Holding B.V. 0.01% New 1,605 $310K
Intact Investment Management Inc. 0.01% Reduce -53.6% 1,600 $309K
Emprise Bank 0.21% — 1,593 $307K
Fortitude Family Office, LLC 0.21% Reduce -2.5% 1,590 $307K
Strategic Wealth Partners, Ltd. 0.03% Add +24.3% 1,590 $307K
Beaumont Financial Advisors, LLC 0.03% Reduce -7.2% 1,590 $307K
Stockman Wealth Management, Inc. 0.05% Add +1.4% 1,585 $306K
Sharp Wealth Advisory, LLC 0.28% New 1,580 $305K
WMS Partners, LLC 0.02% Add +3.9% 1,578 $304K
Cook Wealth, LLC 0.18% Reduce -17.1% 1,701 $304K
Rosenberg Matthew Hamilton 0.09% Reduce -2.3% 1,605 $304K
Aaron Wealth Advisors LLC 0.04% Add +28.4% 1,576 $304K
King Wealth Management Group 0.05% Reduce -15.5% 1,574 $304K
Advus Financial Partners, LLC 0.09% Reduce -31.9% 1,575 $304K
Cedar Brook Financial Partners, LLC 0.06% Add +14.1% 1,574 $304K
Tennessee Valley Asset Management Partners 0.07% Reduce -25.4% 1,573 $304K
Court Place Advisors, LLC 0.10% Add +2.6% 1,570 $303K
Aspiriant, LLC 0.01% Reduce -1.6% 1,568 $303K
JB Capital LLC 0.02% No change 1,569 $303K
Heritage Wealth Partners, LLC 0.62% No change 1,160 $302K
First National Corp. /Ma/ 0.07% No change 1,160 $302K
Philadelphia Trust Co. 0.02% Reduce -86.2% 1,567 $302K
ProVise Management Group, LLC 0.03% No change 1,564 $302K
Smallwood Wealth Investment Management, LLC 0.23% No change 1,561 $301K
FIL Ltd 0.00% Add +4.6% 1,561 $301K
Cambridge Advisors Inc. 0.07% No change 1,560 $301K
PFC Capital Group, Inc. 0.16% Reduce -4.6% 1,560 $301K
Keynote Financial Services LLC 0.25% — 1,549 $299K
Meridian Investment Counsel Inc. 0.10% Reduce -27.9% 1,548 $299K
AdvisorNet Financial, Inc 0.03% Reduce -18.1% 1,547 $299K
Oxinas Partners, LLC 0.19% Reduce -15.7% 1,543 $298K
Graves Light Lenhart Wealth, Inc. 0.03% No change 1,540 $297K
Arcataur Capital Management LLC 0.11% Add +4.8% 1,536 $296K
Cutler Investment Counsel LLC 0.04% Add +4.9% 1,532 $296K
Angeles Wealth Management, LLC 0.03% Add +4.2% 1,524 $294K
PCG Wealth Advisors, LLC 0.14% New 1,521 $294K
BlueChip Wealth Advisors LLC 0.19% Reduce -6.9% 1,520 $293K
Blankinship & Foster, LLC 0.08% No change 1,516 $293K
Worth Financial Advisory Group, LLC 0.20% Reduce -13.4% 1,515 $292K
Lawson Kroeker Investment Management Inc. 0.06% Reduce -78.7% 1,515 $292K
Arvest Trust Co. N A 0.02% Add +24.8% 1,509 $291K
Tradewinds Capital Management, LLC 0.08% Reduce -36.1% 1,507 $291K
Clearstead Advisors, LLC 0.01% Reduce -1.8% 1,624 $290K
Drive Wealth Management, LLC 0.08% Reduce -14.4% 1,501 $290K
Strategic Advocates LLC 0.11% Add +13.2% 1,501 $290K
Mfa Wealth Advisors, LLC 0.08% No change 1,501 $290K
Pettee Investors, Inc. 0.12% No change 1,500 $289K
Zhang Financial LLC 0.02% Reduce -6.0% 1,494 $288K
Synergy Asset Management, LLC 0.05% Reduce -2.0% 1,490 $288K
Insight 2811, Inc. 0.15% Add +0.5% 1,486 $287K
Cornell Pochily Investment Advisors, Inc. 0.11% Reduce -14.3% 1,481 $286K
Vest Financial, LLC 0.01% New 1,481 $286K
Claro Advisors Inc. 0.05% Reduce -11.2% 1,481 $286K
Sonata Capital Group Inc. 0.13% No change 1,478 $285K
Kathmere Capital Management, LLC 0.03% Reduce -0.1% 1,475 $285K
Round Rock Advisors LLC 0.07% Add +13.5% 1,475 $285K
Ade, LLC 0.19% Add +15.7% 1,474 $284K
Semus Wealth Partners LLC 0.24% Add +12.6% 1,473 $284K
WealthCollab, LLC 0.21% Reduce -9.2% 1,473 $284K
Members Advisory Group LLC 0.16% Reduce -5.8% 1,467 $283K
Trinity Legacy Partners, LLC 0.08% Reduce -3.3% 1,466 $283K
Buttonwood Financial Advisors Inc. 0.13% Reduce -4.3% 1,465 $283K
Saxon Interests, Inc. 0.13% Reduce -22.7% 1,464 $283K
Transform Wealth, LLC 0.03% Reduce -22.3% 1,463 $282K
Smithfield Trust Co 0.01% Add +2.5% 1,456 $282K
Cadinha & Co. LLC 0.05% Add +1.4% 1,460 $282K
Opinicus Capital, Inc. 0.25% Add +18.3% 1,452 $280K
ACT Advisors, LLC. 0.15% New 1,451 $280K
Capital Wealth Alliance, LLC 0.17% Reduce -1.9% 1,451 $280K
Canvas Wealth Advisors, LLC 0.09% Add +37.1% 1,644 $280K
CYBER HORNET ETFs LLC 0.33% Reduce -1.9% 1,476 $280K
Savvy Advisors, Inc. 0.16% New 1,443 $278K
RTD Financial Advisors, Inc. 0.04% No change 1,442 $278K
Slagle Financial, LLC 0.15% Reduce -54.7% 1,440 $278K
Cahill Financial Advisors Inc. 0.04% Reduce -38.8% 1,437 $277K
AlphaStar Capital Management, LLC 0.03% Add +59.0% 1,436 $277K
Waterfront Wealth Inc. 0.08% No change 1,667 $277K
Ervin Investment Management, LLC 0.19% No change 1,430 $276K
Palisade Asset Management, LLC 0.03% No change 1,430 $276K
Trueblood Wealth Management, LLC 0.16% Reduce -29.6% 1,429 $276K
Altus Wealth Group LLC 0.14% Reduce -4.7% 1,429 $276K
Clay Northam Wealth Management, LLC 0.22% Reduce -0.7% 1,426 $275K
Intrepid Financial Planning Group LLC 0.12% Reduce -41.2% 1,425 $275K
Quad-Cities Investment Group, LLC 0.16% Add +3.6% 1,420 $274K
Castleview Partners, LLC 0.15% Add +1.4% 1,410 $272K
First PREMIER Bank 0.07% No change 1,411 $272K
Shulman DeMeo Asset Management LLC 0.07% No change 1,409 $272K
Dechtman Wealth Management, LLC 0.06% No change 1,404 $271K
CWS Financial Advisors, LLC 0.11% Reduce -22.7% 1,402 $271K
All Terrain Financial Advisors, LLC 0.12% Add +75.0% 1,400 $270K
US Asset Management LLC 0.24% Reduce -2.4% 1,399 $270K
Blueshift Asset Management, LLC 0.14% New 1,384 $267K
Optas, LLC 0.07% Reduce -0.1% 1,381 $267K
Spinnaker Trust 0.02% No change 1,378 $266K
Sage Mountain Advisors LLC 0.03% Add +3.3% 1,377 $266K
Pinnacle Financial Group, LLC / IL 0.12% Add +5.8% 1,377 $266K
Acorn Wealth Advisors, LLC 0.14% No change 1,375 $265K
West Family Investments, Inc. 0.08% Add +27.8% 1,375 $265K
Smith Salley Wealth Management 0.02% Reduce -14.7% 1,374 $265K
UNIVEST FINANCIAL Corp 0.07% No change 1,372 $265K
Fiduciary Family Office, LLC 0.10% Reduce -23.6% 1,371 $265K
Roberts Glore & Co. Inc. 0.08% Add +20.4% 1,371 $265K
Midwest Professional Planners, LTD. 0.09% Add +51.4% 1,370 $264K
Opal Wealth Advisors, LLC 0.09% Add +3.4% 1,364 $263K
WR Wealth Planners, LLC 0.08% Reduce -1.9% 1,362 $263K
Towercrest Capital Management 0.04% Add +5.2% 1,357 $262K
Bellevue Asset Management, LLC 0.15% Reduce -1.2% 1,355 $262K
Kercheville Advisors, LLC 0.12% Reduce -1.1% 1,355 $261K
Planning Center, Inc. 0.06% No change 1,351 $261K
Annex Advisory Services, LLC 0.01% Reduce -45.3% 1,350 $261K
Bourne Lent Asset Management Inc. 0.11% No change 1,350 $261K
Israel Discount Bank of New York 0.32% Add +9.1% 1,349 $260K
Tiemann Investment Advisors, LLC 0.12% Reduce -1.5% 1,346 $260K
CFO4Life Group, LLC 0.05% Add +2.5% 1,343 $259K
Donaldson Capital Management, LLC 0.01% Reduce -0.5% 1,343 $259K
Lesa Sroufe & Co 0.25% No change 1,344 $259K
Northwest Bancshares, Inc. 0.04% Reduce -11.6% 1,342 $259K
Hollencrest Capital Management 0.01% Reduce -61.3% 1,341 $259K
Armstrong Advisory Group, Inc. 0.03% No change 991 $258K
Kohmann Bosshard Financial Services, LLC 0.04% No change 1,338 $258K
Sloy Dahl & Holst, LLC 0.06% No change 1,334 $257K
Advisory Services & Investments, LLC 0.18% No change 1,332 $257K
Marino, Stram & Associates LLC 0.06% Reduce -13.8% 1,332 $257K
Sentry LLC 0.05% No change 1,331 $257K
Field & Main Bank 0.10% Reduce -34.5% 1,330 $257K
Ellis Investment Partners, LLC 0.06% New 1,325 $256K
Schulhoff & Co. Inc. 0.11% No change 1,320 $255K
Arcadia Wealth Management, LLC 0.16% Add +3.5% 1,318 $254K
Alesco Advisors, LLC, An ESL Co 0.01% Reduce -8.7% 1,314 $254K
Redwood Wealth Management Group, LLC 0.27% Reduce -1.9% 1,313 $253K
Fidelity D & D Bancorp Inc. 0.19% Reduce -8.6% 1,313 $253K
DeDora Capital, Inc. 0.08% No change 1,310 $253K
Affiance Financial, LLC 0.07% No change 1,307 $252K
Blue Barn Wealth, LLC 0.14% New 1,304 $252K
Hengehold Capital Management LLC 0.03% Reduce -7.0% 1,297 $250K
Cedar Mountain Advisors, LLC 0.06% Add +175.7% 1,296 $250K
Woodstock Corp. 0.03% Reduce -0.4% 1,296 $250K
Boston Research & Management Inc. 0.06% No change 1,300 $250K
ERn Financial, LLC 0.04% No change 1,293 $250K
Private Ocean, LLC 0.03% Reduce -5.3% 1,293 $250K
Ssi Investment Management LLC 0.10% Reduce -1.1% 1,285 $248K
Lantz Financial LLC 0.08% Add +1.2% 1,285 $248K
Monte Financial Group, LLC 0.11% Reduce -10.5% 1,284 $248K
Howard Capital Management Group, LLC 0.02% No change 1,284 $248K
GFG Capital, LLC 0.06% Add +22.1% 1,280 $247K
Brown Miller Wealth Management, LLC 0.11% Add +0.4% 1,278 $247K
NorthStar Asset Management LLC 0.19% Reduce -18.2% 1,274 $246K
Ullmann Wealth Partners Group, LLC 0.04% Add +0.2% 1,273 $246K
Salomon & Ludwin, LLC 0.02% Reduce -1.9% 1,273 $246K
Salem Investment Counselors Inc. 0.01% Reduce -15.1% 1,271 $245K
Amplius Wealth Advisors, LLC 0.03% Add +12.3% 1,268 $245K
RMR Wealth Builders 0.03% Add +15.6% 1,265 $244K
Money Concepts Capital Corp. 0.02% Reduce -31.9% 1,260 $243K
PSI Advisors, LLC 0.09% Reduce -9.6% 1,257 $243K
Builder Investment Group Inc. 0.07% Add +4.2% 1,255 $242K
Bourgeon Capital Management LLC 0.05% New 1,253 $242K
Emergent Wealth Advisors, LLC 0.21% Reduce -0.9% 1,248 $241K
S&T Bank 0.05% No change 1,241 $240K
Violich Capital Management, Inc. 0.03% New 1,243 $240K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -6.7% 1,241 $240K
GSG Advisors LLC 0.09% Reduce -18.3% 1,294 $239K
LaSalle St. Investment Advisors, LLC 0.13% Add +7.5% 1,152 $239K
WealthShield Partners, LLC 0.04% Reduce -85.5% 1,238 $239K
Pointe Capital Management LLC 0.15% No change 1,234 $238K
Scott Capital Advisors, LLC 0.07% Reduce -18.4% 1,336 $238K
Horizon Investment Services, LLC 0.12% Add +4.2% 1,232 $238K
MV Capital Management, Inc. 0.03% Reduce -22.0% 1,232 $238K
L & S Advisors Inc 0.03% Reduce -96.6% 1,228 $237K
NDWM LLC 0.22% No change 1,227 $237K
MQS Management LLC 0.14% New 1,227 $237K
Eudaimonia Partners, LLC 0.06% Add +2.3% 1,226 $237K
Catalyst Financial Partners LLC 0.06% Reduce -6.8% 1,390 $237K
Quotient Wealth Partners, LLC 0.01% Reduce -9.6% 1,223 $236K
GHP Investment Advisors, Inc. 0.01% Reduce -22.2% 1,222 $236K
JNBA Financial Advisors 0.02% Reduce -1.0% 1,222 $236K
Addison Advisors LLC 0.08% Add +0.2% 1,220 $235K
Financial Partners Group, Inc 0.04% Add +0.8% 1,219 $235K
Heritage Financial Services, LLC 0.04% Add +1.5% 1,218 $235K
Reynders McVeigh Capital Management, LLC 0.01% Reduce -4.4% 1,213 $235K
Morningstar Investment Services LLC 0.00% Reduce -51.5% 1,225 $235K
First American Trust, FSB 0.02% Reduce -13.8% 1,214 $234K
Advisors Management Group Inc. 0.06% Reduce -10.1% 1,212 $234K
Wealth Quarterback LLC 0.13% Reduce -2.0% 1,211 $234K
Tillman Hartley LLC 0.08% No change 1,205 $233K
Holland Advisory Services, Inc. 0.25% Add +14.4% 1,204 $232K
Account Management LLC 0.25% New 1,200 $232K
Armstrong, Fleming & Moore, Inc 0.16% No change 1,200 $232K
Performance Wealth Partners, LLC 0.01% No change 1,200 $232K
AlphaCore Capital LLC 0.06% New 1,197 $231K
Advance Capital Management, Inc. 0.02% Add +11.8% 1,197 $231K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.10% No change 1,190 $230K
Berkshire Money Management, Inc. 0.03% New 1,188 $229K
Boston Mountain Money Management Inc. 0.16% — 1,186 $229K
Peregrine Asset Advisers, Inc. 0.09% Reduce -92.5% 1,180 $228K
Atlanta Consulting Group Advisors, LLC 0.08% — 1,180 $228K
Revolve Wealth Partners, LLC 0.04% Add +1.3% 1,179 $228K
QVR LLC 0.04% New 1,179 $228K
Continuum Advisory, LLC 0.03% Add +4.5% 1,252 $227K
Gries Financial LLC 0.04% Add +22.6% 1,175 $227K
Element Wealth, LLC 0.13% New 1,174 $227K
Diversified, LLC 0.03% Reduce -2.5% 1,171 $226K
Sachetta, LLC 0.11% No change 866 $226K
Saxony Capital Management, LLC 0.27% Reduce -12.9% 1,166 $225K
Atlantic Union Bankshares Corp 0.02% Add +8.4% 1,163 $224K
Valley Financial Group, Inc. 0.17% No change 1,162 $224K
Catalina Capital Group, LLC 0.10% New 1,159 $224K
Davis Investment Partners, LLC 0.10% Reduce -22.5% 1,280 $224K
DT Investment Partners, LLC 0.02% No change 1,155 $223K
Biltmore Family Office, LLC 0.04% No change 1,155 $223K
YHB Investment Advisors, Inc. 0.02% Reduce -13.8% 1,154 $223K
Southeast Asset Advisors, LLC 0.03% No change 1,152 $222K
Calton & Associates, Inc. 0.11% Reduce -40.5% 1,151 $222K
Firestone Capital Management 0.06% No change 1,151 $222K
Virtue Capital Management, LLC 0.04% Reduce -67.1% 1,293 $222K
Birinyi Associates Inc. 0.07% Reduce -59.3% 1,150 $222K
ARS Wealth Advisors Group, LLC 0.03% Reduce -5.3% 1,150 $222K
Lakeridge Wealth Management LLC 0.14% Reduce -27.1% 1,149 $222K
Madison Park Capital Advisors, LLC 0.19% Reduce -1.8% 1,148 $222K
Vicus Capital 0.02% Add +15.6% 1,144 $221K
Allied Investment Advisors, LLC 0.05% Reduce -65.1% 1,144 $221K
Fernwood Investment Management, LLC 0.06% Reduce -0.9% 1,142 $221K
MSH Capital Advisors LLC 0.08% Reduce -1.7% 1,143 $221K
Cottage Street Advisors LLC 0.13% Reduce -14.3% 1,142 $220K
Chemistry Wealth Management LLC 0.06% Reduce -26.4% 1,142 $220K
Gilliland Jeter Wealth Management LLC 0.08% Reduce -18.0% 1,142 $220K
Beacon Financial Group 0.03% Reduce -1.9% 1,141 $220K
Insight Advisors, LLC/ PA 0.04% Reduce -68.2% 1,139 $220K
Klein Pavlis & Peasley Financial, Inc. 0.20% New 1,139 $220K
Etfidea, LLC 0.07% No change 1,139 $220K
FWG Investments, LLC. 0.24% Add +9.5% 1,137 $219K
Crown Wealth Group, LLC 0.11% Reduce -45.3% 1,135 $219K
LVM Capital Management Ltd. 0.03% Reduce -9.2% 1,133 $219K
Imprint Wealth LLC 0.05% Add +45.4% 1,153 $218K
Center for Financial Planning, Inc. 0.03% Add +0.6% 1,128 $218K
Gallagher Fiduciary Advisors, LLC 0.01% Add +21.1% 1,127 $218K
Heritage Wealth Advisors 0.01% No change 1,123 $217K
Journey Strategic Wealth LLC 0.01% Reduce -2.5% 1,121 $216K
Perennial Advisors, LLC 0.05% Add +0.5% 1,120 $216K
Exchange Bank 0.18% Reduce -7.6% 1,117 $216K
Warther Private Wealth, LLC 0.10% Reduce -8.7% 1,114 $215K
First National Bank & Trust Co. of Newtown 0.04% Reduce -6.3% 1,113 $215K
Lee Financial Co 0.04% No change 1,109 $214K
Goldstone Financial Group, LLC 0.05% Reduce -29.2% 1,109 $214K
Bell Bank 0.02% New 1,109 $214K
Regent Peak Wealth Advisors LLC 0.05% Add +4.0% 1,106 $213K
Horizon Wealth Management, LLC 0.06% Reduce -84.5% 1,105 $213K
Clark Financial Services Group Inc. 0.26% Add +1.7% 1,104 $213K
Steward Partners Investment Solutions, LLC 0.04% New 1,103 $213K
Modern Wealth Management, LLC 0.02% Reduce -32.0% 1,103 $213K
Mach-1 Financial Group, LLC 0.16% Add +22.4% 1,102 $213K
Invictus Private Wealth, LLC 0.02% Reduce -6.9% 1,102 $213K
New Jersey Better Educational Savings Trust 0.40% No change 1,100 $212K
Retirement Income Solutions, Inc. 0.05% Add +4.8% 1,100 $212K
Arrien Investments, Inc. 0.17% Add +1.8% 1,099 $212K
Gitterman Wealth Management, LLC 0.08% Reduce -21.5% 1,097 $212K
Aire Advisors, LLC 0.05% Reduce -5.2% 1,095 $211K
Matrix Asset Advisors Inc. 0.03% Reduce -3.7% 1,094 $211K
Confluence Wealth Services, Inc. 0.02% Reduce -43.9% 1,094 $211K
Proficio Capital Partners LLC 0.02% Reduce -7.2% 1,091 $211K
Am Investment Strategies LLC 0.05% Add +33.7% 1,090 $210K
Tolleson Wealth Management, Inc. 0.04% Reduce -7.4% 1,088 $210K
Altus Wealth Management, LLC 0.11% Reduce -10.0% 1,088 $210K
Apollon Financial, LLC 0.07% Add +15.2% 1,086 $210K
Hamilton Capital, LLC 0.02% Reduce -3.6% 1,084 $209K
Cordgrass Capital Advisors, LLC 0.07% Add +0.6% 1,084 $209K
Capital Management Associates, Inc 0.15% Add +3.0% 1,082 $209K
LongView Wealth Management 0.08% Reduce -14.8% 1,082 $209K
Founders Financial Securities LLC 0.02% Reduce -4.3% 1,081 $209K
Walker Asset Management, LLC 0.14% Reduce -10.9% 1,079 $208K
Annandale Capital, LLC 0.05% Reduce -1.9% 1,077 $208K
M3 Advisory Group, LLC 0.19% New 1,069 $206K
SP Asset Management LLC 0.02% New 1,068 $206K
Sunesis Advisors, LLC 0.12% No change 1,067 $206K
Qtron Investments LLC 0.03% Reduce -43.1% 1,067 $206K
Next Capital Management LLC 0.08% Add +35.4% 1,063 $205K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -26.2% 1,063 $205K
Grant/GrossMendelsohn, LLC 0.10% No change 1,151 $205K
Coordinated Financial Services, Inc. 0.18% — 1,060 $205K
Abich Financial Wealth Management LLC 0.16% Add +1.1% 1,059 $204K
MinichMacGregor Wealth Management, LLC 0.05% Reduce -5.0% 1,076 $204K
Purus Wealth Management, LLC 0.10% Reduce -24.4% 1,055 $204K
Redwood Financial Network Corp 0.18% No change 1,054 $203K
Coyle Financial Counsel LLC 0.07% Reduce -2.3% 1,052 $203K
Obsidian Cio, LLC 0.05% Reduce -3.1% 1,051 $203K
WESPAC Advisors, LLC 0.12% No change 1,050 $203K
Mechanics Financial Corp 0.11% No change 1,050 $203K
McAlister, Sweet & Associates, Inc. 0.16% Reduce -93.3% 1,049 $202K
Fortem Financial Group, LLC 0.09% Reduce -34.1% 1,046 $202K
Impact Partnership Wealth, LLC 0.08% No change 1,045 $202K
Van Cleef Asset Management,Inc 0.03% No change 1,045 $202K
Baltimore-Washington Financial Advisors, Inc. 0.01% Reduce -4.5% 1,045 $202K
Flynn Zito Capital Management, LLC 0.10% Add +4.5% 1,044 $201K
Wealth Management Associates, Inc. 0.09% Add +18.7% 1,105 $201K
Mittelman Wealth Management 0.14% — 1,037 $200K
HHM Wealth Advisors, LLC 0.03% Reduce -11.4% 1,033 $199K
Waterloo Capital, L.P. 0.03% Reduce -13.8% 1,031 $199K
Motco 0.01% Reduce -2.6% 1,019 $197K
Tyler-Stone Wealth Management 0.09% No change 1,013 $196K
POM Investment Strategies, LLC 0.16% No change 1,000 $193K
First Pacific Financial 0.05% Add +54.8% 989 $191K
LifeSteps Financial, Inc. 0.14% Add +11.3% 986 $190K
Bogart Wealth, LLC 0.01% Reduce -5.9% 983 $190K
American Capital Advisory, LLC 0.16% Reduce -10.1% 888 $189K
GPS Wealth Strategies Group, LLC 0.03% Reduce -22.3% 957 $185K
Capital Advisors, Ltd. LLC 0.02% Add +6.1% 952 $184K
Arlington Trust Co LLC 0.05% Reduce -6.6% 951 $184K
Arcadia Investment Management Corp. 0.03% No change 950 $183K
Compass Wealth Management LLC 0.05% Reduce -19.9% 949 $183K
Register Financial Advisors LLC 0.09% Reduce -43.2% 931 $180K
Voisard Asset Management Group, Inc. 0.10% Reduce -2.1% 919 $177K
Community Bank, N.A. 0.02% Reduce -21.7% 900 $174K
Boit C F David 0.09% No change 1,000 $171K
Osterweis Capital Management Inc. 0.01% Add +26.7% 887 $171K
Investment Research & Advisory Group, Inc. 0.08% No change 885 $171K
Tompkins Financial Corp. 0.02% Add +14.2% 884 $171K
Prestige Wealth Management Group LLC 0.04% Reduce -0.1% 882 $170K
Smartleaf Asset Management LLC 0.03% Add +449.1% 884 $170K
Tortoise Investment Management, LLC 0.02% No change 875 $169K
Paloma Partners Management Co 0.04% Reduce -87.6% 867 $167K
Evermay Wealth Management LLC 0.02% Add +0.6% 833 $161K
Northwest Capital Management Inc 0.05% No change 827 $160K
Advantage Trust Co 0.12% No change 815 $157K
Scarborough Advisors, LLC 0.07% Add +1.3% 805 $155K
Rise Advisors, LLC 0.08% Add +63.6% 792 $153K
CVA Family Office, LLC 0.03% Reduce -0.9% 789 $152K
Granite FO LLC 0.09% Reduce -31.7% 884 $151K
Pinnacle Bancorp, Inc. 0.04% Add +66.7% 772 $149K
Elgethun Capital Management 0.04% Reduce -0.5% 759 $145K
TFC Financial Management, Inc. 0.03% Add +0.5% 743 $143K
First Community Trust NA 0.13% Reduce -25.2% 742 $143K
Laffer Tengler Investments, Inc. 0.05% Add +0.6% 725 $140K
CGC Financial Services, LLC 0.07% No change 719 $139K
LRI Investments, LLC 0.03% — 715 $138K
PFS Partners, LLC 0.09% Add +2.5% 709 $137K
Barrett & Company, Inc. 0.06% Reduce -78.2% 706 $136K
Concord Investment Counsel Inc. 0.05% — 697 $135K
Atlantic Edge Private Wealth Management, LLC 0.05% Add +55.5% 684 $132K
Trivant Custom Portfolio Group, LLC 0.08% No change 662 $128K
Cypress Capital Management LLC (WY) 0.14% No change 643 $124K
Private Wealth Management Group, LLC 0.06% Reduce -7.3% 643 $124K
EntryPoint Capital, LLC 0.11% Add +186.1% 638 $123K
Chilton Capital Management LLC 0.01% No change 633 $122K
Pineridge Advisors LLC 0.04% Reduce -56.0% 632 $122K
Cape Investment Advisory, Inc. 0.06% Reduce -16.7% 615 $119K
FSA Wealth Management LLC 0.05% No change 609 $118K
Glen Eagle Advisors, LLC 0.02% Reduce -86.5% 608 $117K
Johnson Financial Group, Inc. 0.01% Reduce -36.9% 605 $117K
TrinityBridge Ltd 0.00% Reduce -24.4% 600 $116K
Hilltop National Bank 0.04% — 601 $116K
Spotlight Asset Group, Inc. 0.08% New 600 $116K
BKM Wealth Management, LLC 0.05% Add +3.5% 591 $114K
Resources Management Corp. /CT/ 0.02% Reduce -23.9% 590 $114K
CoreFirst Bank & Trust 0.07% No change 581 $112K
Baldwin Wealth Partners LLC 0.01% No change 580 $112K
Pacific Capital Wealth Advisors, Inc. 0.03% Add +3.4% 579 $112K
Mb, Levis & Associates, LLC 0.06% No change 573 $111K
Slocum, Gordon & Co LLP 0.08% No change 570 $110K
Criterion Capital Advisors, LLC 0.07% No change 557 $108K
Trifecta Capital Advisors, LLC 0.03% No change 547 $106K
Sugarloaf Wealth Management, LLC 0.02% No change 538 $104K
Eagle Bay Advisors LLC 0.06% Reduce -17.9% 534 $103K
Logan Capital Management Inc. 0.00% No change 530 $102K
Deseret Mutual Benefit Administrators 0.05% Reduce -8.7% 528 $102K
Roble, Belko & Company, Inc 0.02% Reduce -36.5% 522 $101K
GW&K Investment Management, LLC 0.00% Reduce -0.4% 524 $101K
Core Wealth Advisors, Inc. 0.03% Reduce -94.9% 517 $100K
Central Bank & Trust Co. 0.01% Reduce -21.2% 516 $100K
Bangor Savings Bank 0.01% Add +0.2% 513 $99K
Stone House Investment Management, LLC 0.02% Add +37.5% 506 $98K
Paladin Advisory Group, LLC 0.08% Reduce -33.6% 513 $97K
Spectrum Wealth Counsel, LLC 0.01% Reduce -35.4% 503 $97K
Financial Management Professionals, Inc. 0.01% Reduce -25.7% 503 $97K
Hoey Investments, Inc. 0.02% Reduce -86.4% 500 $96K
Creative Financial Designs Inc. 0.01% Reduce -33.9% 500 $96K
Legacies Wealth LLC 0.09% No change 499 $96K
Paradigm Asset Management Co. LLC 0.02% No change 480 $93K
Pacific Center for Financial Services 0.03% Add +2.2% 474 $91K
Janiczek Wealth Management, LLC 0.02% Reduce -25.2% 467 $90K
Financial Perspectives, Inc 0.03% Add +163.6% 464 $90K
Carolinas Wealth Consulting LLC 0.02% No change 462 $89K
Sanctuary Wealth Management, L.L.C. 0.07% Reduce -37.3% 453 $87K
Mark Sheptoff Financial Planning, LLC 0.05% No change 476 $87K
Zions Bancorporation, N.A. 0.01% Reduce -32.4% 447 $86K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% Reduce -7.0% 438 $85K
Versant Capital Management, Inc 0.02% Add +3.8% 437 $84K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +8.8% 435 $84K
GoalVest Advisory LLC 0.03% Add +92.9% 434 $84K
West Financial Advisors, LLC 0.02% No change 433 $84K
Sawyer & Company, Inc 0.03% New 427 $82K
Tsfg, LLC 0.02% Reduce -10.6% 423 $82K
RFP Financial Group LLC 0.03% Add +5.7% 424 $82K
Strengthening Families & Communities, LLC 0.05% No change 422 $81K
Costello Asset Management, INC 0.06% Reduce -83.6% 416 $80K
Moisand Fitzgerald Tamayo, LLC 0.01% Reduce -37.2% 416 $80K
Mine & Arao Wealth Creation & Management, LLC. 0.04% No change 415 $80K
Atticus Wealth Management, LLC 0.03% Add +29.4% 414 $80K
DHJJ Financial Advisors, Ltd. 0.04% No change 413 $80K
Grove Bank & Trust 0.01% Reduce -62.9% 413 $80K
Global Wealth Strategies & Associates 0.03% No change 408 $79K
Avondale Wealth Management 0.05% No change 400 $77K
SRH Advisors, LLC 0.02% No change 400 $77K
Winch Advisory Services, LLC 0.02% Add +11.2% 396 $76K
Glass Jacobson Investment Advisors llc 0.03% Add +52.7% 391 $75K
Colonial Trust Co / SC 0.01% Reduce -13.3% 390 $75K
Truvestments Capital LLC 0.03% Reduce -33.9% 390 $75K
Valley Wealth Managers, Inc. 0.01% No change 388 $75K
Creekmur Asset Management LLC 0.03% Reduce -22.4% 387 $75K
Kelly Financial Services LLC 0.03% No change 379 $73K
Dunhill Financial, LLC 0.05% Reduce -8.1% 376 $73K
Concord Wealth Partners 0.01% No change 375 $72K
JDM Financial Group LLC 0.05% No change 370 $71K
Rational Advisors, Inc. 0.01% New 369 $71K
Transcendent Capital Group LLC 0.04% Add +46.0% 365 $70K
Quarry LP 0.03% Add +14.9% 363 $70K
HBC Financial Services, PLLC 0.05% Reduce -43.0% 408 $69K
Assetmark, Inc. 0.00% Add +52.1% 356 $69K
Capula Management Ltd 0.00% New 351 $68K
Breakwater Investment Management 0.03% — 349 $67K
CarsonAllaria Wealth Management, Ltd. 0.04% Add +7.7% 348 $67K
Delta Asset Management LLC 0.01% Reduce -30.5% 342 $66K
Exchange Traded Concepts, LLC 0.00% Reduce -17.0% 331 $64K
Laurel Wealth Advisors LLC 0.01% No change 330 $64K
Monetary Management Group Inc. 0.02% Reduce -60.6% 325 $63K
First Personal Financial Services 0.01% No change 324 $63K
Oliver Lagore Vanvalin Investment Group 0.02% No change 323 $62K
Frazier Financial Advisors, LLC 0.05% Add +1.9% 322 $62K
RiverPark Advisors, LLC 0.05% New 318 $61K
Centennial Bank 0.03% No change 316 $61K
Front Row Advisors LLC 0.02% New 311 $60K
Gould Capital, LLC 0.04% Reduce -26.5% 303 $58K
Future Financial Wealth Managment LLC 0.04% New 301 $58K
Hazlett, Burt & Watson, Inc. 0.03% Reduce -12.0% 294 $57K
Western Pacific Wealth Management, LP 0.04% No change 295 $57K
Erste Asset Management GmbH 0.00% No change 290 $56K
Riggs Asset Managment Co. Inc. 0.02% Reduce -97.5% 288 $56K
Kozak & Associates, Inc. 0.01% Reduce -41.3% 301 $55K
Cranbrook Wealth Management, LLC 0.01% No change 282 $54K
Raelipskie Partnership 0.03% No change 280 $54K
First United Bank & Trust 0.02% Reduce -35.4% 278 $54K
Bear Mountain Capital, Inc. 0.02% Reduce -1.6% 315 $54K
Pathway Financial Advisers, LLC 0.02% Reduce -70.2% 275 $53K
Richardson Capital Management LLC 0.04% Add +5400.0% 275 $53K
FNY Investment Advisers, LLC 0.03% New 276 $53K
Stuart Chaussee & Associates, Inc. 0.01% No change 269 $52K
WFA Asset Management Corp 0.03% Reduce -33.5% 266 $51K
Acadian Asset Management LLC 0.00% Reduce -89.9% 265 $51K
Iron Horse Wealth Management, LLC 0.02% No change 254 $49K
Activest Wealth Management 0.02% New 254 $49K
Contravisory Investment Management, Inc. 0.01% No change 250 $48K
CKW Financial Group 0.01% No change 250 $47K
Elevation Wealth Partners, LLC 0.02% No change 243 $47K
Fairman Group, LLC 0.04% New 242 $47K
Burkett Financial Services, LLC 0.02% No change 241 $46K
Covestor Ltd 0.03% Add +1.3% 237 $46K
Albion Financial Group 0.00% Add +40.2% 237 $46K
Abound Wealth Management 0.02% Add +88.8% 236 $45K
Canton Hathaway, LLC 0.01% No change 230 $44K
New England Capital Financial Advisors LLC 0.02% No change 225 $43K
Broadwater Capital Management LLC 0.03% Reduce -18.2% 225 $43K
Lowe Wealth Advisors, LLC 0.02% No change 222 $43K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -50.1% 216 $42K
Arax Advisory Partners 0.00% No change 215 $41K
West Paces Advisors Inc. 0.01% Reduce -2.7% 214 $41K
Balefire, LLC 0.01% Add +29.9% 213 $41K
Beaird Harris Wealth Management, LLC 0.00% Reduce -10.6% 212 $41K
Aspect Partners, LLC 0.03% Reduce -9.5% 210 $41K
Investors Research Corp 0.01% No change 210 $41K
Tucker Asset Management LLC 0.01% No change 208 $40K
Bell Investment Advisors, Inc 0.01% Reduce -0.9% 208 $40K
Annapolis Financial Services, LLC 0.01% No change 206 $40K
Raleigh Capital Management Inc. 0.02% Reduce -21.5% 205 $40K
Keener Financial Planning LLC 0.03% No change 200 $39K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -2.9% 201 $39K
Mizuho Securities Co. Ltd. 0.21% Reduce -78.3% 200 $39K
Birchbrook, Inc. 0.02% No change 200 $39K
United Community Bank 0.01% Reduce -76.8% 200 $39K
Bfsg, LLC 0.01% New 200 $39K
Princeton Global Asset Management LLC 0.01% Reduce -12.9% 195 $38K
Macroview Investment Management LLC 0.04% Add +15.4% 187 $36K
Dynamic Wealth Strategies, LLC 0.03% No change 186 $36K
Frank, Rimerman Advisors LLC 0.01% No change 185 $36K
EnRich Financial Partners LLC 0.01% New 184 $36K
Delta Accumulation, LLC 0.22% Reduce -96.5% 180 $35K
Friedenthal Financial 0.02% Reduce -94.0% 177 $34K
FWL Investment Management, LLC 0.02% New 177 $34K
VitalStone Financial, LLC 0.03% Add +4.7% 179 $34K
Ruedi Wealth Management, Inc. 0.01% Add +26.1% 174 $34K
Davis Capital Management 0.03% Reduce -17.7% 163 $31K
Arrow Financial Corp 0.00% No change 160 $31K
Blue Bell Private Wealth Management, LLC 0.01% Reduce -51.1% 160 $31K
Cherry Tree Wealth Management, LLC 0.01% No change 153 $30K
Retirement Group, LLC 0.01% Reduce -3.8% 153 $30K
Country Trust Bank 0.00% Reduce -30.1% 151 $29K
Mendota Financial Group, LLC 0.02% No change 150 $29K
Timber Creek Capital Management LLC 0.01% No change 150 $29K
Richard W. Paul & Associates, LLC 0.01% No change 148 $29K
Bruce G. Allen Investments, LLC 0.02% Reduce -35.0% 143 $28K
Aspire Private Capital, LLC 0.01% No change 140 $27K
RE Dickinson Investment Advisors, LLC 0.02% Add +21.6% 141 $27K
Godsey & Gibb, Inc. 0.00% No change 135 $26K
Vima LLC 0.03% No change 130 $25K
PrairieView Partners, LLC 0.00% No change 129 $25K
M&R Capital Management Inc. 0.01% Reduce -35.2% 125 $24K
Ogorek Anthony Joseph /NY/ 0.01% No change 115 $22K
Bradley & Co. Private Wealth Management, LLC 0.02% No change 111 $21K
Wolff Wiese Magana LLC 0.02% Reduce -30.8% 110 $21K
CNB Bank 0.01% Reduce -17.2% 106 $20K
Stephens Consulting, LLC 0.01% No change 106 $20K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -0.9% 105 $20K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.72% Reduce -94.7% 104 $20K
Bank of New Hampshire 0.01% No change 104 $20K
Delos Wealth Advisors, LLC 0.02% Reduce -49.3% 103 $20K
Jamison Private Wealth Management, Inc. 0.00% Reduce -98.4% 102 $20K
Vermillion & White Wealth Management Group, LLC 0.02% No change 100 $19K
PFG Private Wealth Management, LLC 0.01% Reduce -6.5% 100 $19K
True Wealth Design, LLC 0.00% No change 100 $19K
Providence Capital Advisors, LLC 0.00% No change 100 $19K
Ulland Investment Advisors, LLC 0.02% No change 96 $19K
Centerpoint Advisors, LLC 0.01% No change 101 $19K
IAG Wealth Partners, LLC 0.00% Add +557.1% 92 $18K
CBIZ Investment Advisory Services, LLC 0.00% New 90 $17K
Partnership Wealth Management, LLC 0.01% No change 88 $17K
HighMark Wealth Management LLC 0.01% No change 74 $17K
Financial Synergies Wealth Advisors, Inc. 0.00% Reduce -31.8% 86 $17K
Union Savings Bank 0.01% No change 86 $17K
Evolution Advisers, Inc. 0.01% Reduce -32.7% 74 $15K
Coston, McIsaac & Partners 0.00% No change 80 $15K
Chesapeake Asset Management LLC 0.01% Add +26.7% 76 $15K
REAP Financial Group, LLC 0.00% No change 76 $15K
Palouse Capital Management, Inc. 0.01% New 75 $14K
Park Place Capital Corp 0.01% No change 74 $14K
Meeder Asset Management Inc. 0.00% Reduce -92.3% 71 $14K
Wetzel Investment Advisors, Inc. 0.01% No change 80 $14K
Liberty One Investment Management, LLC 0.00% Add +4.5% 70 $14K
Dogwood Wealth Management LLC 0.01% No change 67 $13K
Steph & Co. 0.00% New 67 $13K
Legend Financial Advisors, Inc. 0.01% Add +195.4% 65 $13K
Legacy Bridge, LLC 0.01% No change 60 $12K
Pension & Wealth Management Advisors, Inc. 0.01% Add +90.3% 59 $11K
Orion Capital Management LLC 0.01% Reduce -97.3% 58 $11K
Bare Financial Services, Inc 0.01% No change 65 $11K
Main Street Group, LTD 0.01% Reduce -30.5% 57 $11K
Institutional & Family Asset Management, LLC 0.00% No change 55 $11K
Tanglewood Legacy Advisors, LLC 0.00% No change 50 $10K
Davidson Capital Management Inc. 0.00% New 50 $10K
Blume Capital Management, Inc. 0.00% No change 50 $10K
TD Capital Management LLC 0.00% New 50 $10K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -93.9% 47 $9K
Red Tortoise LLC 0.01% No change 46 $9K
Halpern Financial, Inc. 0.00% New 48 $9K
Clear Point Advisors Inc. 0.01% No change 45 $9K
Valued Wealth Advisors LLC 0.01% Reduce -2.4% 41 $8K
Pittenger & Anderson Inc. 0.00% No change 40 $8K
Planning Capital Management Corp 0.01% No change 39 $8K
Financial Connections Group, Inc. 0.01% Reduce -30.6% 34 $7K
Creative Capital Management Investments LLC 0.00% No change 36 $7K
Avalon Trust Co 0.00% No change 36 $7K
Cassady Schiller Wealth Management, LLC 0.00% No change 35 $7K
NewSquare Capital LLC 0.00% No change 35 $7K
Cornerstone Planning Group LLC 0.00% Add +5.9% 36 $6K
AM Squared Ltd 0.02% New 32 $6K
TruNorth Capital Management, LLC 0.00% — 32 $6K
Bay Harbor Wealth Management, LLC 0.00% No change 30 $6K
Bollard Group LLC 0.00% Reduce -95.8% 24 $5K
Semmax Financial Advisors Inc. 0.00% No change 25 $4K
IFS Advisors, LLC 0.00% No change 21 $4K
Redmont Wealth Advisors LLC 0.01% New 20 $4K
Mma Asset Management LLC 0.00% New 18 $3K
PayPay Securities Corp 0.15% Add +23.1% 16 $3K
Anfield Capital Management, LLC 0.00% New 16 $3K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 14 $3K
Robbins Farley 0.00% Reduce -99.9% 13 $3K
DecisionPoint Financial, LLC 0.00% No change 15 $3K
Global Trust Asset Management, LLC 0.00% Reduce -94.2% 11 $2K
Robinswood Financial LLC 0.00% No change 10 $2K
Raffa Wealth Management, LLC 0.00% No change 10 $2K
ORG Partners LLC 0.00% Reduce -99.8% 10 $2K
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 6 $1K
ClariVest Asset Management LLC 0.00% No change 5 $960
Nvwm, LLC 0.00% Reduce -99.9% 4 $772
Tidemark, LLC 0.00% Reduce -99.2% 3 $579
Dakota Community Bank & Trust NA 0.00% No change 2 $386
Caitlin John, LLC 0.00% No change 2 $386
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% Reduce -90.9% 1 $193
TFO Wealth Partners, LLC 0.00% No change 1 $193

"% of holder's portfolio" is BA's weight in each manager's 13F, not the share of The Boeing Co. the manager owns.