Bank of AmericaBAC

13F holders, Q1 2024 (March 31)
2,924holders
18famous investors
$37.88avg. 13F price*

At the end of Q1 2024, 2,924 institutions reported holding Bank of America Corp. (BAC) in their 13F filings. The largest holders were Berkshire Hathaway ($39.2B), Vanguard Group Inc. ($24.4B) and BlackRock Inc. ($18.5B). 18 famous investors held it, including Charlie Munger (42.8% of Daily Journal's portfolio), Li Lu (30.3% of Himalaya Capital Management's portfolio) and Warren Buffett (11.8% of Berkshire Hathaway's portfolio).

Company
Bank of America Corp.
Filed as
BANK AMERICA CORP (Q1 2024)
Sector
Finance
CUSIP
060505104
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,000 Q1 2024: 2,924Q1 2024Q2 2024: 2,953Q2 2024Q3 2024: 2,987Q3 2024Q4 2024: 3,274Q4 2024Q1 2025: 3,214Q1 2025Q2 2025: 3,321Q2 2025Q3 2025: 3,367Q3 2025Q4 2025: 3,616Q4 2025Q1 2026: 3,491Q1 2026Q2 2026: 3,619Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions179$702.1M
Exits125$545.5M

Ownership 2,924 holders

Berkshire Hathaway 11.81% No change 1,032,852,006 $39.2B
Vanguard Group Inc. 0.48% Add +5.9% 644,460,334 $24.4B
BlackRock Inc. 0.43% Reduce -0.8% 487,668,651 $18.5B
State Street Corp. 0.50% Add +0.6% 292,504,616 $11.1B
FMR LLC 0.49% Add +2.3% 191,851,768 $7.3B
JPMorgan Chase & Co. 0.50% Reduce -1.4% 146,884,924 $5.6B
Geode Capital Management, LLC 0.48% Add +3.4% 137,025,926 $5.2B
Norges Bank 0.72% Add +8.9% 120,765,990 $4.6B
Morgan Stanley 0.33% Reduce -1.6% 109,094,007 $4.1B
T. Rowe Price Associates Inc. 0.44% Reduce -10.0% 93,595,237 $3.5B
Franklin Resources Inc. 0.91% Add +80.3% 75,037,483 $2.8B
Dodge & Cox 1.56% Add +6.8% 70,889,360 $2.7B
Northern Trust Corp. 0.40% Reduce -4.9% 61,079,419 $2.3B
Ameriprise Financial Inc. 0.58% Add +1.9% 55,239,608 $2.1B
Bank of New York Mellon Corp 0.39% Reduce -4.4% 52,867,957 $2.0B
Harris Associates (Oakmark Funds) 3.04% Reduce -9.2% 49,501,639 $1.9B
Invesco Ltd. 0.39% Add +0.1% 47,582,115 $1.8B
Legal & General Group Plc 0.49% Reduce -1.1% 44,820,364 $1.7B
Parnassus Investments, LLC 3.51% Add +7.0% 43,324,384 $1.6B
Charles Schwab Investment Management Inc. 0.37% Add +2.1% 42,722,847 $1.6B
Capital World Investors 0.25% Add +0.4% 40,354,449 $1.5B
Fisher Asset Management 0.71% Add +6.0% 39,932,333 $1.5B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.70% Add +4.3% 38,880,058 $1.5B
Royal Bank of Canada 0.34% Reduce -3.3% 37,019,054 $1.4B
Goldman Sachs Group Inc. 0.29% Reduce -4.8% 36,574,212 $1.4B
Dimensional Fund Advisors LP 0.36% Reduce -1.8% 35,070,462 $1.3B
Lazard Asset Management LLC 1.53% Reduce -1.6% 30,622,950 $1.2B
Nuveen Asset Management, LLC 0.34% Reduce -7.2% 30,393,178 $1.2B
Wells Fargo & Company 0.30% Add +18.6% 29,513,268 $1.1B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.39% Reduce -4.4% 28,649,431 $1.1B
Citadel Advisors 1.06% Add +389.4% 28,195,796 $1.1B
Barclays PLC 0.46% Add +33.1% 26,843,305 $1.0B
Bank of Montreal 0.29% Reduce -11.4% 24,276,080 $918.4M
California Public Employees Retirement System 0.61% Add +1.2% 22,804,818 $864.8M
UBS Group AG 0.28% Add +20.8% 22,748,852 $862.6M
Pzena Investment Management LLC 2.79% Add +4.7% 21,465,791 $814.0M
Arrowstreet Capital, Limited Partnership 0.74% Reduce -19.0% 20,975,850 $795.4M
Alliancebernstein L.P. 0.28% Reduce -10.1% 20,953,255 $794.5M
Voya Investment Management LLC 0.89% Add +107.4% 20,837,518 $789.9M
Deutsche Bank AG 0.37% Add +12.1% 20,790,458 $788.4M
Amundi 0.33% Reduce -17.0% 21,183,471 $757.7M
Wellington Management Group LLP 0.13% Add +0.2% 19,980,273 $757.7M
Diamond Hill Capital Management, LLC (Investment Advisor) 2.81% Add +0.9% 18,135,515 $687.7M
Himalaya Capital Management 30.33% No change 18,081,133 $685.6M
Massachusetts Financial Services Co. 0.20% Reduce -3.9% 17,862,710 $677.4M
HSBC Holdings PLC 0.48% Reduce -17.6% 17,709,012 $671.4M
Sumitomo Mitsui Trust Group, Inc. 0.45% Reduce -0.6% 17,119,694 $649.2M
BNP Paribas Financial Markets 0.77% Add +42.9% 16,224,465 $615.2M
Bessemer Group Inc. 1.10% Reduce -0.8% 16,032,506 $608.0M
Alphinity Investment Management Pty Ltd 5.14% Add +8.4% 15,269,416 $579.0M
Principal Financial Group Inc. 0.34% Reduce -0.6% 15,129,086 $573.7M
Canada Pension Plan Investment Board 0.58% Reduce -11.0% 14,526,078 $550.8M
Citigroup Inc. 0.59% Add +21.7% 14,245,506 $540.2M
Rhumbline Advisers 0.50% Add +0.3% 13,772,898 $522.3M
Clearbridge Investments, LLC 0.40% Add +39.1% 13,151,625 $498.7M
APG Asset Management N.V. 0.86% Reduce -1.4% 14,063,348 $493.8M
National Pension Service 0.53% Add +1.2% 11,580,472 $439.1M
California State Teachers Retirement System 0.55% Add +0.2% 11,465,182 $434.8M
Neuberger Berman Group LLC 0.35% Reduce -1.7% 11,098,207 $420.8M
Primecap Management Co. 0.31% Reduce -8.5% 10,939,006 $414.8M
Bank of America Corp. 0.04% Add +12.8% 10,802,188 $409.6M
New York State Common Retirement Fund 0.53% Reduce -2.2% 10,669,509 $404.6M
Raymond James & Associates 0.24% Add +1.1% 9,429,489 $357.6M
Prudential Financial Inc. 0.47% Reduce -25.1% 8,815,502 $334.3M
Credit Suisse AG/ 0.32% Reduce -15.5% 8,787,460 $333.2M
Marshall Wace, LLP 0.55% Add +129.0% 8,683,912 $329.3M
Envestnet Asset Management Inc. 0.12% Add +24.3% 8,528,361 $323.4M
PNC Financial Services Group, Inc. 0.22% Reduce -0.5% 8,481,839 $321.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.44% Add +6.5% 8,330,107 $315.9M
Manufacturers Life Insurance Company, The 0.29% Reduce -10.1% 8,174,428 $310.0M
Toronto Dominion Bank 0.46% Reduce -37.8% 7,724,075 $292.9M
Darsana Capital Partners LP 9.14% No change 7,500,000 $284.4M
King Luther Capital Management Corp. 1.29% Reduce -1.1% 7,463,988 $283.0M
US Bancorp \de 0.39% Add +0.6% 7,413,291 $281.1M
Jennison Associates LLC 0.19% Reduce -4.1% 7,408,917 $280.9M
Ensign Peak Advisors, Inc 0.51% Reduce -12.6% 7,393,028 $280.3M
Smead Capital Management, Inc. 4.31% Add +4.3% 7,265,332 $275.5M
Healthcare of Ontario Pension Plan Trust Fund 0.95% Add +290.7% 7,114,000 $269.8M
New York State Teachers Retirement System 0.56% Reduce -3.6% 7,013,507 $266.0M
Swedbank AB 0.37% Add +2.4% 6,907,229 $261.9M
Boston Partners 0.31% Reduce -10.2% 6,778,552 $257.0M
Adage Capital Partners Gp, L.L.C. 0.48% Add +1.0% 6,758,173 $256.3M
First Trust Advisors LP 0.26% Add +1.7% 6,744,345 $255.7M
Cullen Capital Management, LLC 2.77% Add +86.8% 6,561,816 $248.8M
National Bank of Canada 0.42% Reduce -46.9% 6,336,775 $243.6M
Robeco Institutional Asset Management B.V. 0.53% Add +13.4% 6,399,824 $242.7M
DekaBank Deutsche Girozentrale 0.45% Reduce -1.7% 6,412,426 $241.3M
Edmond DE Rothschild Holding S.A. 4.05% Add +3.3% 6,319,697 $239.6M
Aberdeen Group plc 0.47% Add +2.8% 6,304,791 $239.1M
Lord, Abbett & Co. LLC 0.77% Reduce -0.8% 6,239,349 $236.6M
Balyasny Asset Management L.P. 0.62% Reduce -14.5% 6,148,742 $233.2M
Fort Washington Investment Advisors Inc. 1.47% Reduce -2.4% 6,040,201 $229.0M
LPL Financial LLC 0.12% Add +1.9% 5,986,092 $227.0M
State Board of Administration of Florida Retirement System 0.53% Add +4.9% 7,850,155 $224.5M
Van Eck Associates Corp. 0.33% Add +8.2% 5,752,418 $218.1M
Castle Hook Partners LP 7.75% Add +53.4% 5,655,282 $214.4M
Korea Investment CORP 0.53% Reduce -11.4% 5,554,005 $210.6M
Fifth Third Bancorp 0.82% Add +4.4% 5,546,079 $210.3M
Baird Financial Group, Inc. 0.44% Add +1.7% 5,518,481 $209.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.55% Add +35.4% 5,500,472 $208.6M
AQR Capital Management 0.35% Add +40.3% 5,506,272 $207.4M
Jane Street Group, LLC 0.26% Reduce -12.6% 5,348,641 $202.8M
Millennium Management 0.18% Add +146.2% 5,287,732 $200.5M
CANADA LIFE ASSURANCE Co 0.40% Add +0.3% 5,202,768 $197.5M
CI Investments Inc. 0.77% Reduce -25.0% 5,118,928 $194.1M
HighTower Advisors, LLC 0.31% Reduce -24.6% 5,102,114 $193.5M
Brandes Investment Partners, LP 2.47% Add +10.1% 5,057,549 $191.8M
UniSuper Management Pty Ltd 1.81% Add +36.8% 5,000,371 $189.6M
American Century Companies Inc. 0.12% Reduce -7.1% 4,960,312 $188.1M
Brandywine Global Investment Management, LLC 1.29% Add +26.1% 4,666,895 $177.0M
Hotchkis & Wiley Capital Management LLC 0.59% Reduce -14.4% 4,644,389 $176.1M
Natixis Advisors, LLC 0.40% Add +15.4% 4,599,046 $174.4M
Epoch Investment Partners, Inc. 0.77% Reduce -14.1% 4,571,409 $173.3M
Storebrand Asset Management As 0.57% Add +4.9% 4,427,746 $167.9M
Stifel Financial Corp. 0.19% Reduce -3.1% 4,424,533 $167.8M
Thrivent Financial for Lutherans 0.34% Reduce -1.5% 4,386,230 $166.3M
Retirement Systems of Alabama 0.63% Add +0.1% 4,316,804 $163.7M
State of Wisconsin Investment Board 0.41% Add +3.3% 4,142,564 $157.1M
Westwood Holdings Group Inc. 1.24% Reduce -9.7% 4,128,597 $156.6M
Federated Hermes, Inc. 0.36% Reduce -11.4% 4,109,818 $155.8M
State of New Jersey Common Pension Fund D 0.47% No change 4,060,252 $154.0M
Russell Investments Group, Ltd. 0.24% Add +0.3% 4,016,022 $152.3M
Brown Advisory Inc. 0.20% Reduce -25.2% 4,011,844 $152.1M
LSV Asset Management 0.31% Reduce -9.1% 3,995,860 $151.5M
Chevy Chase Trust Holdings, LLC 0.49% Add +0.3% 3,909,744 $148.3M
Mitsubishi UFJ Trust & Banking Corp 0.33% Reduce -10.4% 3,772,570 $143.0M
Renaissance Technologies 0.22% Add +260.9% 3,754,866 $142.4M
NFJ Investment Group, LLC 3.88% Add +34.4% 3,744,274 $142.0M
Great Lakes Advisors, LLC 1.19% Add +1.0% 3,696,478 $140.2M
Schroder Investment Management Group 0.16% Reduce -3.8% 3,674,938 $139.4M
M&T Bank Corp 0.48% Add +0.4% 3,627,773 $137.6M
Empower Advisory Group, LLC 0.51% Add +0.7% 3,593,447 $136.3M
Panagora Asset Management Inc. 0.70% Add +9.2% 3,555,149 $134.8M
Shapiro Capital Management LLC 3.57% Reduce -9.4% 3,551,418 $134.7M
Bank of Nova Scotia 0.27% Reduce -56.4% 3,458,808 $131.2M
Victory Capital Management Inc. 0.13% Reduce -9.7% 3,421,001 $129.7M
Danica Pension, Livsforsikringsaktieselskab 2.87% — 3,404,220 $129.1M
Truist Financial Corp. 0.19% Reduce -4.0% 3,326,168 $126.1M
Sei Investments Co. 0.18% Add +0.1% 3,309,850 $125.5M
SG Americas Securities, LLC 0.65% Add +954.9% 3,306,809 $125.4M
Treasurer of the State of North Carolina 0.54% Add +0.6% 3,264,567 $123.8M
D. E. Shaw & Co. 0.17% Add +161.2% 3,249,146 $123.2M
Public Employees Retirement System of Ohio 0.48% Reduce -6.8% 3,246,083 $123.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.42% Add +0.3% 3,183,544 $120.7M
Danske Bank A/S 0.38% — 3,171,890 $120.3M
Keybank National Association 0.50% Reduce -0.4% 3,169,865 $120.2M
Wealth Enhancement Advisory Services, LLC 0.31% Reduce -4.5% 3,154,343 $119.6M
Commonwealth Equity Services, LLC 0.20% Reduce -7.5% 3,125,448 $118.5M
DNB Asset Management AS 0.62% Reduce -8.1% 3,116,338 $118.2M
Pictet Asset Management Holding SA 0.13% Reduce -0.8% 3,114,349 $118.1M
Abn Amro Investment Solutions 2.05% Add +0.8% 3,110,906 $118.0M
Calamos Advisors LLC 0.83% Reduce -1.6% 3,045,290 $115.5M
Rokos Capital Management LLP 3.00% New 3,031,291 $114.9M
Aviva PLC 0.38% Add +1.7% 2,982,701 $113.1M
Raymond James Financial Services Advisors, Inc. 0.17% Reduce -6.5% 2,967,136 $112.5M
Artisan Partners Limited Partnership 0.16% Reduce -10.3% 2,958,076 $112.2M
Bahl & Gaynor LLC 0.62% Reduce -9.8% 2,939,218 $111.5M
Capital Fund Management S.A. 1.35% Add +100.6% 2,921,696 $110.8M
Asset Management One Co., Ltd. 0.43% Reduce -6.2% 2,911,243 $110.4M
TD Asset Management Inc 0.10% Reduce -0.4% 2,902,659 $110.1M
Royal London Asset Management Ltd. 0.27% Reduce -1.1% 2,900,233 $110.0M
Everett Harris & Co. 1.46% Add +0.5% 2,898,916 $109.9M
Mackenzie Financial Corp. 0.16% Reduce -28.9% 2,867,389 $108.7M
Natixis 0.60% Reduce -18.2% 2,837,573 $107.6M
State of Tennessee, Department of Treasury 0.39% Reduce -6.1% 2,803,369 $106.3M
Douglas Lane & Associates, LLC 1.47% Reduce -1.6% 2,739,142 $103.9M
Cerity Partners LLC 0.27% Add +27.9% 2,704,788 $102.6M
Susquehanna International Group, LLP 0.15% Reduce -71.2% 2,687,584 $101.9M
Corient Private Wealth LP 0.18% Reduce -1.6% 2,650,227 $100.5M
Sanders Capital, LLC 0.17% Reduce -12.6% 2,648,164 $100.4M
Captrust Financial Advisors 0.36% Reduce -13.4% 2,555,167 $96.9M
ING Groep NV 0.66% Add +596.3% 2,542,408 $96.4M
Squarepoint Ops LLC 0.40% Add +63.3% 2,532,509 $96.0M
Creative Planning 0.10% Add +3.2% 2,495,066 $94.6M
Resona Asset Management Co.,Ltd. 0.55% — 2,435,548 $92.4M
Rafferty Asset Management, LLC 0.34% Reduce -0.8% 2,421,679 $91.8M
Handelsbanken Fonder AB 0.39% Add +6.6% 2,374,835 $90.1M
Nomura Asset Management Co. Ltd. 0.32% Add +0.8% 2,318,055 $87.9M
STRS Ohio 0.35% Reduce -4.7% 2,295,160 $87.0M
Cibc World Markets Corp. 0.57% Reduce -36.1% 2,289,324 $86.8M
Nisa Investment Advisors, LLC 0.56% Reduce -0.9% 2,277,971 $86.4M
Gateway Investment Advisers LLC 0.97% Reduce -2.3% 2,254,459 $85.5M
Junto Capital Management LP 1.88% New 2,241,444 $85.0M
Public Sector Pension Investment Board 0.62% Add +0.4% 2,237,108 $84.8M
Ruffer LLP 3.26% Add +64.7% 2,235,813 $84.8M
KBC Group NV 0.27% Reduce -60.5% 2,228,816 $84.5M
Hosking Partners LLP 3.10% Reduce -17.5% 2,217,004 $84.1M
Comerica Bank 0.36% Reduce -0.2% 2,211,561 $83.9M
Allspring Global Investments Holdings, LLC 0.13% Reduce -5.4% 2,176,170 $82.5M
Mariner, LLC 0.17% Add +4.3% 2,163,871 $82.1M
Caisse de depot et placement du Quebec 0.20% Reduce -44.0% 2,162,276 $82.0M
Zurich Insurance Group Ltd 0.74% Reduce -33.6% 2,139,929 $81.1M
Cibc World Market Inc. 0.21% Reduce -32.5% 2,127,128 $80.7M
Zacks Investment Management 0.85% Add +6.1% 2,104,011 $79.8M
Janney Montgomery Scott LLC 0.23% Reduce -1.2% 2,067,930 $78.4M
Arizona State Retirement System 0.54% Add +1.6% 2,043,877 $77.5M
Daily Journal 42.80% Reduce -13.0% 2,000,000 $75.8M
State of Michigan Retirement System 0.40% Add +0.1% 1,982,612 $75.2M
Regal Partners Ltd 7.44% Reduce -3.5% 1,951,273 $74.0M
Teacher Retirement System of Texas 0.47% Reduce -6.9% 1,934,084 $73.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.51% Add +12.9% 1,930,541 $73.2M
Clark Capital Management Group, Inc. 0.52% Add +4.2% 1,853,431 $70.3M
Rockefeller Capital Management L.P. 0.20% Add +6.6% 1,822,376 $69.1M
Federation des caisses Desjardins du Quebec 0.49% Add +5.1% 1,807,513 $68.5M
Homestead Advisers Corp 1.56% Reduce -0.3% 1,752,135 $66.4M
American International Group, Inc. 0.24% Reduce -0.3% 1,743,830 $66.1M
Cetera Investment Advisers 0.15% Add +198.3% 1,727,932 $65.5M
Cooke & Bieler LP 0.60% Add +5.0% 1,726,032 $65.5M
Forsta Ap-Fonden 0.54% Add +9.1% 1,690,100 $64.1M
Ninety One UK Ltd 0.18% Reduce -13.1% 1,679,743 $63.7M
Mn Services Vermogensbeheer B.V. 0.46% New 1,670,000 $63.3M
Basswood Capital Management, L.L.C. 3.69% Reduce -5.8% 1,663,980 $63.1M
Candriam S.C.A. 0.40% Reduce -12.5% 1,645,261 $62.4M
MetLife Investment Management, LLC 0.41% Reduce -3.5% 1,612,248 $61.1M
Osaic Holdings, Inc. 0.14% Reduce -24.9% 1,603,963 $60.8M
Tredje AP-fonden 0.61% Add +9.5% 1,562,550 $59.3M
Varma Mutual Pension Insurance Co 0.51% New 1,562,479 $59.2M
Berkshire Asset Management LLC 3.13% Reduce -0.3% 1,556,705 $59.0M
Nan Shan Life Insurance Co., Ltd. 1.39% No change 1,555,440 $59.0M
Quilter Plc 1.39% New 1,547,907 $58.7M
Rathbones Group PLC 0.33% Reduce -0.1% 1,511,528 $57.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.39% Add +0.3% 1,511,447 $57.3M
Holocene Advisors, LP 0.21% New 1,494,443 $56.7M
Prio Wealth Limited Partnership 1.64% Add +6.5% 1,492,956 $56.6M
Teewinot Capital Advisers, L.L.C. 5.82% Add +60.1% 1,442,915 $55.6M
Ceredex Value Advisors LLC 0.97% Add +3.2% 1,460,371 $55.4M
Amalgamated Bank 0.46% Reduce -14.5% 1,428,209 $54.2M
IFM Investors Pty Ltd 0.59% Reduce -1.0% 1,423,598 $54.0M
Texas Permanent School Fund Corp. 0.43% Add +0.1% 1,422,153 $53.9M
Skandinaviska Enskilda Banken AB (publ) 0.26% Add +2.5% 1,408,216 $53.5M
ProShare Advisors LLC 0.14% Reduce -7.2% 1,376,881 $52.2M
Letko, Brosseau & Associates Inc. 0.90% Add +0.1% 1,358,973 $51.5M
Teachers Retirement System of the State of Kentucky 0.46% Reduce -6.0% 1,358,194 $51.5M
GMO 0.19% Reduce -12.5% 1,354,586 $51.4M
InterOcean Capital Group, LLC 1.23% Add +7.0% 1,353,252 $51.3M
LGT Group Foundation 1.20% Reduce -20.5% 1,336,541 $50.7M
Allianz Asset Management GmbH 0.09% Reduce -2.3% 1,335,539 $50.6M
Los Angeles Capital Management LLC 0.17% Add +10.3% 1,334,286 $50.6M
Scotia Capital Inc. 0.30% Reduce -2.3% 1,332,846 $50.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.58% Add +13.3% 1,342,347 $50.5M
Mediolanum International Funds Ltd 0.80% — 1,309,837 $49.5M
AXA S.A. 0.15% Reduce -10.7% 1,294,237 $49.1M
Prana Capital Management, LP 2.16% Add +144.1% 1,272,916 $48.3M
Tocqueville Asset Management L.P. 0.78% Reduce -0.3% 1,254,094 $47.6M
Lazard Freres Gestion S.A.S. 1.17% Add +2.5% 1,317,438 $47.4M
Nordea Investment Management AB 0.06% Reduce -46.9% 1,255,919 $47.4M
Cresset Asset Management, LLC 0.23% Add +16.9% 1,248,483 $47.3M
Commerce Bank 0.31% Reduce -4.7% 1,241,617 $47.1M
Sapient Capital LLC 1.03% Add +18.4% 1,225,881 $46.5M
Czech National Bank 0.59% Add +0.4% 1,211,722 $45.9M
Ofi Invest Asset Management 1.25% Reduce -22.6% 1,307,366 $45.9M
CIBC Asset Management Inc 0.16% Reduce -0.1% 1,198,577 $45.4M
Border to Coast Pensions Partnership Ltd 1.01% No change 1,198,718 $45.4M
Davis Selected Advisers 0.25% Reduce -1.5% 1,197,479 $45.4M
Utah Retirement Systems 0.53% Add +0.1% 1,196,289 $45.4M
First Financial Bankshares Inc 1.02% Add +0.3% 1,195,569 $45.3M
Waters Parkerson & Co., LLC 2.30% Reduce -0.6% 1,181,832 $44.8M
Pinebridge Investments, L.P. 0.36% Reduce -11.9% 1,175,526 $44.6M
Salem Investment Counselors Inc. 1.45% Add +0.2% 1,168,247 $44.3M
Blair William & Co. 0.14% Reduce -0.9% 1,158,497 $43.9M
Macquarie Group Ltd. 0.05% Reduce -16.3% 1,339,792 $43.8M
Janus Henderson Group PLC 0.02% Reduce -53.5% 1,155,144 $43.8M
Clal Insurance Enterprises Holdings Ltd 0.49% No change 1,149,400 $43.6M
Miller Howard Investments Inc. 1.40% Reduce -1.3% 1,122,344 $42.6M
TCTC Holdings, LLC 1.41% Reduce -1.1% 1,119,234 $42.4M
Spectrum Financial Alliance Ltd LLC 16.52% Add +2.2% 1,118,044 $42.4M
Adams Diversified Equity Fund, Inc. 1.49% No change 1,105,368 $41.9M
Crake Asset Management LLP 4.21% New 1,100,000 $41.7M
BI Asset Management Fondsmaeglerselskab A/S 0.78% Add +1.5% 1,089,877 $41.3M
USS Investment Management Ltd 0.34% Add +0.2% 1,089,683 $41.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.46% Add +1.7% 1,086,270 $41.2M
Cambridge Investment Research Advisors, Inc. 0.16% Reduce -3.2% 1,074,771 $40.8M
Seizert Capital Partners, LLC 1.88% Add +1.7% 1,073,654 $40.7M
Yousif Capital Management, LLC 0.44% Reduce -1.6% 1,057,880 $40.1M
Allen Holding Inc. 5.01% No change 1,050,000 $39.8M
Welch & Forbes LLC 0.55% Reduce -0.6% 1,048,728 $39.8M
New York Life Investment Management LLC 0.39% Reduce -3.4% 1,043,978 $39.6M
Groupama Asset Managment 0.71% Reduce -21.4% 902,495 $38.9M
Manning & Napier Group, LLC 0.49% Reduce -7.2% 1,024,482 $38.8M
Public Employees Retirement Association of Colorado 0.17% Reduce -4.7% 1,009,375 $38.3M
Pathstone Holdings, LLC 0.18% Add +10.0% 1,002,197 $38.0M
Migdal Insurance & Financial Holdings Ltd. 0.61% Reduce -0.7% 1,000,962 $38.0M
Xponance LLC 0.39% Add +5.5% 988,879 $37.5M
Marathon Trading Investment Management LLC 15.20% Reduce -13.6% 988,825 $37.5M
Giverny Capital 1.52% Reduce -4.1% 986,950 $37.4M
NorthCrest Asset Manangement, LLC 1.26% Reduce -0.4% 979,624 $37.1M
Mirae Asset Global Investments Co., Ltd. 0.08% Reduce -0.5% 1,242,450 $37.1M
Pinnacle Associates Ltd. 0.58% Reduce -0.9% 975,855 $37.0M
TD Waterhouse Canada Inc. 0.27% New 945,989 $36.5M
Credit Agricole S A 0.61% Add +147.4% 998,061 $35.7M
MAI Capital Management 0.37% Add +15.4% 940,435 $35.7M
Mutual of America Capital Management LLC 0.37% Reduce -2.0% 902,685 $34.2M
Empire Life Investments Inc. 2.05% Reduce -3.1% 880,567 $33.4M
AMF Tjanstepension AB 0.25% Reduce -35.2% 880,241 $33.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.41% Add +11.0% 870,612 $33.0M
O'shaughnessy Asset Management, LLC 0.36% Add +15.7% 867,943 $32.9M
Cullen/Frost Bankers, Inc. 0.49% Reduce -0.1% 867,692 $32.9M
Mesirow Financial Investment Management, Inc. 0.74% Add +14.7% 862,892 $32.7M
Nissay Asset Management Corp. /Japan 0.22% Reduce -0.2% 835,355 $31.7M
Gradient Investments LLC 0.73% Reduce -3.1% 834,230 $31.6M
QRG Capital Management, Inc. 0.39% Add +8.1% 819,474 $31.1M
MBB Public Markets I LLC 1.98% Reduce -35.6% 815,643 $30.9M
Daiwa Securities Group Inc. 0.18% Add +7.2% 811,294 $30.8M
Trillium Asset Management, LLC 0.78% Reduce -1.3% 809,108 $30.7M
Ancora Advisors LLC 0.70% Add +8.2% 804,564 $30.5M
UMB Bank, n.a. 0.48% Reduce -2.1% 797,401 $30.2M
Walleye Trading LLC 0.49% Reduce -2.4% 791,264 $30.0M
Factory Mutual Insurance Co. 0.34% No change 791,080 $30.0M
Sculptor Capital LP 0.92% No change 790,000 $30.0M
MML Investors Services, LLC 0.12% Reduce -11.7% 788,488 $29.9M
Applied Finance Capital Management, LLC 2.07% Add +10.9% 775,081 $29.4M
Heritage Investors Management Corp. 1.03% Reduce -0.4% 768,903 $29.2M
Aquamarine Capital (Aquamarine Zurich) 11.12% No change 767,845 $29.1M
American Assets Investment Management, LLC 2.77% No change 767,000 $29.1M
State of Alaska, Department of Revenue 0.33% Reduce -0.3% 764,988 $29.0M
Assetmark, Inc. 0.09% Add +7.9% 761,579 $28.9M
RBF Capital, LLC 1.62% No change 760,000 $28.8M
General Pension Society PZU Joint Stock Co 7.92% No change 745,896 $28.3M
CapWealth Advisors, LLC 3.16% Reduce -1.2% 741,478 $28.1M
GAMCO Investors 0.28% Reduce -8.7% 740,543 $28.1M
Oppenheimer Asset Management Inc. 0.41% Add +3.0% 728,989 $27.6M
Taurus Asset Management, LLC 2.72% Reduce -3.3% 709,267 $26.9M
MassMutual Private Wealth & Trust, FSB 0.84% Add +5.6% 709,008 $26.9M
Banque Pictet & Cie SA 0.28% Add +4.7% 707,820 $26.8M
Wealthfront Advisers LLC 0.09% Add +5.8% 706,713 $26.8M
Badgley Phelps Wealth Managers, LLC 0.67% Add +6.2% 705,674 $26.8M
Todd Asset Management LLC 0.55% Add +0.7% 705,026 $26.7M
Hutchinson Capital Management 5.41% Add +1.5% 704,601 $26.7M
Ilmarinen Mutual Pension Insurance Co 0.33% Add +6.3% 703,120 $26.7M
Cwm, LLC 0.13% Add +19.1% 692,287 $26.3M
Cambridge Trust Co. 0.98% Reduce -3.7% 683,915 $25.9M
Focus Partners Wealth 0.21% Add +60.5% 683,395 $25.9M
Braun Stacey Associates Inc. 1.02% Add +3.0% 676,803 $25.7M
Connor, Clark & Lunn Investment Management Ltd. 0.11% New 672,681 $25.5M
Crossmark Global Holdings, Inc. 0.49% Reduce -1.1% 670,971 $25.4M
Blue Chip Partners, LLC 2.44% Add +0.8% 663,034 $25.1M
Tiaa Trust, National Association 0.08% Add +0.9% 659,123 $25.0M
Elo Mutual Pension Insurance Co 0.58% Add +4.2% 650,783 $24.7M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -5.4% 644,503 $24.4M
Peapack Gladstone Financial Corp. 0.38% Reduce -1.1% 641,836 $24.3M
Stephens Inc. 0.37% Reduce -1.9% 631,768 $24.0M
B. Metzler seel. Sohn & Co. AG 0.26% Add +4.3% 630,535 $23.9M
Roffman Miller Associates Inc. 1.59% Add +1.0% 626,513 $23.8M
Salzhauer Michael 18.75% Add +64.5% 616,348 $23.4M
Glenmede Trust Co. NA 0.12% Reduce -1.2% 606,852 $23.0M
Gulf International Bank (UK) Ltd 0.58% Add +0.5% 605,865 $23.0M
Easterly Investment Partners LLC 1.75% Add +69.3% 604,514 $22.9M
Oppenheimer & Co. Inc. 0.38% Reduce -6.9% 604,460 $22.9M
Inscription Capital, LLC 3.78% Add +609.0% 604,072 $22.9M
ICICI Prudential Asset Management Co Ltd 2.59% Reduce -9.6% 603,059 $22.9M
Morningstar Investment Services LLC 0.25% Reduce -49.8% 603,291 $22.8M
KLCM Advisors, Inc. 2.87% Add +1.6% 589,711 $22.4M
Oregon Public Employees Retirement Fund 0.44% Reduce -27.2% 588,543 $22.3M
Bank Pictet & Cie (Europe) AG 0.58% Add +15.9% 582,591 $22.1M
Beacon Pointe Advisors, LLC 0.24% Reduce -6.2% 572,833 $21.7M
Point72 Europe (London) LLP 2.00% Reduce -30.0% 565,582 $21.4M
Davidson Investment Advisors 1.11% Add +0.6% 563,008 $21.3M
Guggenheim Capital LLC 0.15% Reduce -8.7% 554,728 $21.0M
Ossiam 0.37% Add +257.6% 553,036 $21.0M
Crestwood Advisors Group, LLC 0.46% Reduce -3.8% 552,492 $21.0M
Vestor Capital, LLC 1.76% Add +3.0% 550,674 $20.9M
Synovus Financial Corp. 0.27% Reduce -0.5% 544,975 $20.7M
Private Advisor Group, LLC 0.15% Reduce -10.6% 540,226 $20.5M
Steward Partners Investment Advisory, LLC 0.23% Add +14.7% 540,092 $20.5M
Pinnacle Financial Partners Inc 0.44% Add +1.2% 539,719 $20.5M
Capital Investment Advisors, LLC 0.47% Reduce -2.0% 526,516 $20.0M
Kentucky Retirement Systems 0.59% Reduce -5.1% 522,863 $19.8M
Tweedy, Browne Co LLC 0.93% Add +0.6% 521,151 $19.8M
AE Wealth Management LLC 0.22% Reduce -41.8% 514,004 $19.5M
Vanguard Personalized Indexing Management, LLC 0.41% Add +23.4% 507,711 $19.3M
Certuity, LLC 1.70% Reduce -2.8% 505,865 $19.2M
Vest Financial, LLC 0.51% Add +32.1% 504,823 $19.1M
Maryland State Retirement & Pension System 0.38% Add +0.7% 540,085 $19.0M
Hudson Bay Capital Management LP 0.19% Reduce -37.5% 500,000 $19.0M
Kestra Advisory Services, LLC 0.13% Add +6.0% 499,300 $18.9M
Arvest Trust Co. N A 1.08% Reduce -2.7% 499,222 $18.9M
Rollins Financial Advisors, LLC 3.55% Add +12.4% 496,788 $18.8M
Daiichi Life Insurance Co., Ltd. 0.42% Reduce -11.6% 491,770 $18.6M
Montag A & Associates Inc. 0.93% Reduce -0.9% 489,796 $18.6M
Envestnet Portfolio Solutions, Inc. 0.07% Add +19.6% 487,620 $18.5M
Cornerstone Advisors, LLC 0.76% Add +5.4% 482,900 $18.3M
Matthew Goff Investment Advisor, LLC 3.66% Add +2.2% 476,812 $18.1M
SP Asset Management LLC 1.67% Reduce -1.3% 473,944 $18.0M
NS Partners Ltd 0.82% Reduce -6.3% 472,353 $17.9M
Pacer Advisors, Inc. 0.04% Add +3.7% 471,938 $17.9M
Flputnam Investment Management Co. 0.38% Reduce -2.4% 471,149 $17.9M
Sequoia Financial Advisors, LLC 0.22% Reduce -8.3% 471,049 $17.9M
Fort Pitt Capital Group, LLC 0.55% Add +5.3% 470,584 $17.8M
GoodHaven Capital Management, LLC 6.82% No change 469,881 $17.8M
Eagle Asset Management Inc. 0.09% Add +5.0% 472,892 $17.7M
Jupiter Asset Management Ltd. 0.17% Reduce -34.5% 465,322 $17.6M
Prudential PLC 0.15% Reduce -4.9% 464,903 $17.6M
Glenview Trust Co 0.38% Reduce -1.5% 463,572 $17.6M
Gabelli Funds LLC 0.13% Reduce -8.4% 462,000 $17.5M
FIL Ltd 0.02% Add +7.8% 461,119 $17.5M
Northeast Financial Consultants Inc 0.86% Reduce -3.3% 459,823 $17.4M
Kestra Private Wealth Services, LLC 0.39% Reduce -1.1% 459,536 $17.4M
Davis R M Inc. 0.36% Add +1.5% 459,504 $17.4M
Capitolis Liquid Global Markets LLC 0.27% New 450,000 $17.1M
Alyeska Investment Group, L.P. 0.11% Add +87.7% 448,652 $17.0M
QV Investors Inc. 1.47% Reduce -0.9% 446,765 $16.9M
Capital Research Global Investors 0.00% No change 446,429 $16.9M
Grassi Investment Management 1.53% Reduce -0.1% 445,520 $16.9M
Hartford Investment Management Co. 0.60% Reduce -4.0% 445,005 $16.9M
Schonfeld Strategic Advisors LLC 0.13% Add +78.8% 444,517 $16.9M
D.A. Davidson & Co. 0.15% Reduce -9.2% 440,281 $16.7M
Regions Financial Corp. 0.13% Reduce -1.1% 437,399 $16.6M
Banco Santander, S.A. 0.20% Reduce -39.5% 436,649 $16.6M
Atria Investments, Inc 0.23% Add +4.4% 436,444 $16.5M
KCM Investment Advisors LLC 0.61% Reduce -10.7% 433,396 $16.4M
Simon Quick Advisors, LLC 1.23% Reduce -3.2% 433,303 $16.4M
Man Group plc 0.05% Reduce -56.0% 432,612 $16.4M
Forbes J M & Co. LLP 1.77% Reduce -1.4% 431,621 $16.4M
Northwest & Ethical Investments L.P. 0.47% Add +87.5% 431,005 $16.3M
EP Wealth Advisors, LLC 0.19% Add +4.0% 430,975 $16.3M
NewEdge Advisors, LLC 0.14% Reduce -7.8% 430,852 $16.3M
Birch Hill Investment Advisors LLC 0.79% Reduce -60.3% 430,547 $16.3M
Wafra Inc. 0.84% No change 423,847 $16.1M
Townsquare Capital LLC 0.23% Add +10.1% 420,668 $16.0M
Farmers & Merchants Investments Inc. 0.54% Reduce -0.8% 417,984 $15.8M
CIBC Private Wealth Group LLC 0.03% Add +3.1% 418,490 $15.7M
Bridgeway Capital Management, LLC 0.32% Add +3.5% 412,056 $15.6M
Madison Asset Management, LLC 0.19% Add +638.6% 409,035 $15.5M
Acadian Asset Management LLC 0.05% Reduce -22.1% 407,920 $15.5M
Wesleyan Assurance Society 1.37% No change 407,250 $15.4M
Securian Asset Management, Inc. 0.45% Reduce -7.0% 405,520 $15.4M
1832 Asset Management L.P. 0.03% Reduce -43.9% 401,475 $15.2M
Louisiana State Employees Retirement System 0.30% Reduce -3.7% 400,800 $15.2M
Walleye Capital LLC 0.18% Reduce -13.6% 399,024 $15.1M
MMBG Investment Advisors Co. 1.59% Reduce -2.2% 397,343 $15.1M
Becker Capital Management Inc. 0.51% Reduce -2.9% 391,204 $14.8M
DAVENPORT & Co LLC 0.09% Add +4.9% 390,384 $14.8M
Dupont Capital Management Corp. 1.22% No change 389,427 $14.8M
Live Oak Private Wealth LLC 2.55% Reduce -0.1% 389,160 $14.8M
Achmea Investment Management B.V. 0.28% No change 386,913 $14.7M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2.40% Add +61.6% 384,545 $14.6M
Longbow Finance SA 1.47% Reduce -8.9% 382,467 $14.5M
Aristotle Atlantic Partners, LLC 0.47% Reduce -5.0% 380,543 $14.4M
M&G PLC 0.10% — 379,477 $14.4M
Evergreen Capital Management LLC 0.54% Add +2.0% 377,584 $14.3M
Xcel Wealth Management, LLC 4.49% Add +1.5% 376,060 $14.3M
Associated Banc-Corp 0.45% Reduce -1.1% 372,084 $14.1M
Connors Investor Services Inc. 1.46% New 366,450 $13.9M
Stanley Capital Management, LLC 3.45% Add +15.8% 366,142 $13.9M
NorthCoast Asset Management LLC 0.18% Reduce -2.4% 364,905 $13.8M
Bokf, NA 0.25% Add +10.7% 368,205 $13.8M
Wharton Business Group, LLC 0.66% Add +80.9% 364,103 $13.8M
Chilton Capital Management LLC 0.65% Reduce -0.2% 362,158 $13.7M
Group One Trading LLC 0.49% Reduce -35.3% 360,510 $13.7M
Atria Wealth Solutions, Inc. 0.15% Add +3.2% 358,672 $13.7M
Quantinno Capital Management LP 0.30% Add +84.4% 359,057 $13.6M
United Asset Strategies, Inc. 1.35% Add +9.3% 357,425 $13.6M
Generate Investment Management Ltd 1.06% Add +12.1% 357,397 $13.6M
Intact Investment Management Inc. 0.53% Reduce -7.2% 355,700 $13.5M
Hantz Financial Services, Inc. 0.26% Reduce -2.1% 355,569 $13.5M
Banque Cantonale Vaudoise 0.53% Reduce -2.5% 354,952 $13.5M
PB Investment Partners, L.P. 10.13% Reduce -11.8% 354,372 $13.4M
JTC Employer Solutions Trustee Ltd 0.85% Reduce -14.5% 352,800 $13.3M
Caldwell Investment Management Ltd. 9.87% No change 350,000 $13.3M
Integrated Wealth Concepts LLC 0.19% Add +2.2% 348,851 $13.2M
New Mexico Educational Retirement Board 0.47% Reduce -3.9% 346,854 $13.2M
Livforsakringsbolaget Skandia, Omsesidigt 1.11% No change 345,917 $13.1M
Redwood Grove Capital, LLC 4.08% Add +6.0% 345,300 $13.1M
Adams Asset Advisors, LLC 1.73% Reduce -3.8% 341,515 $13.0M
NWF Advisory Services Inc. 2.16% Add +0.9% 341,185 $12.9M
Cornerstone Wealth Group, LLC 1.19% Add +54.1% 339,198 $12.9M
Auxier Asset Management LLC 1.96% Reduce -0.9% 339,179 $12.9M
Metis Global Partners, LLC 0.47% Reduce -0.2% 337,696 $12.8M
Hoylecohen, LLC 0.97% Add +0.2% 333,839 $12.7M
Allianz SE 0.40% — 332,553 $12.6M
Davis-Rea LTD. 5.68% Add +41.0% 328,835 $12.5M
Highland Capital Management, LLC 0.72% Reduce -2.5% 328,228 $12.4M
Aptus Capital Advisors, LLC 0.27% Add +17.6% 327,877 $12.4M
Griffin Asset Management, Inc. 1.47% Add +0.3% 324,954 $12.3M
Hoertkorn Richard Charles 5.28% Reduce -1.3% 324,509 $12.3M
Jones Financial Companies LLLP 0.02% Add +2.6% 323,197 $12.3M
Picton Mahoney Asset Management 0.52% Reduce -37.2% 323,033 $12.3M
WASHINGTON TRUST Co 0.45% Reduce -7.1% 321,137 $12.2M
Verition Fund Management LLC 0.13% Add +25.5% 319,976 $12.1M
Ingalls & Snyder LLC 0.54% Reduce -1.4% 318,735 $12.1M
Estabrook Capital Management 1.87% Reduce -4.5% 318,482 $12.1M
Capital International Sarl 0.40% Add +4.1% 318,411 $12.1M
Fogel Capital Management, Inc. 7.07% New 322,954 $12.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.37% Add +2.2% 317,068 $12.0M
Linscomb Wealth, Inc. 0.62% Reduce -1.0% 316,604 $12.0M
CCM Investment Advisers LLC 1.43% Reduce -6.5% 314,346 $11.9M
Novare Capital Management LLC 1.07% Add +4.6% 312,578 $11.9M
Thompson Investment Management, Inc. 1.79% Reduce -0.8% 311,293 $11.8M
Prospect Hill Management, LLC 7.54% Reduce -9.6% 308,750 $11.7M
Shorepath Capital Management LLC 9.15% Add +10.2% 305,553 $11.6M
Nixon Peabody Trust Co. 1.06% Add +3.6% 304,891 $11.6M
Appleton Partners Inc. 0.90% Reduce -4.1% 304,519 $11.5M
Degroof Petercam Asset Management 0.14% Reduce -30.2% 304,400 $11.5M
South Dakota Investment Council 0.24% No change 302,521 $11.5M
Arnhold LLC 1.19% Reduce -1.4% 296,186 $11.2M
Equitable Trust Co. 0.78% Add +4.4% 296,035 $11.2M
E. Ohman J:or Asset Management AB 0.29% Add +6.2% 295,100 $11.2M
Yarbrough Capital, LLC 0.49% No change 295,081 $11.2M
Stratos Wealth Partners, LTD. 0.19% Add +0.7% 294,582 $11.2M
J.P. Marvel Investment Advisors, LLC 1.93% Add +8.3% 294,176 $11.2M
Thompson Siegel & Walmsley LLC 0.17% Add +0.6% 293,788 $11.1M
Savant Capital, LLC 0.13% Add +41.6% 293,427 $11.1M
Howe & Rusling Inc. 1.07% Reduce -27.4% 293,258 $11.1M
Community Bank of Raymore 5.22% Reduce -9.3% 293,256 $11.1M
Janney Capital Management LLC 0.74% Reduce -0.3% 293,227 $11.1M
LS Investment Advisors, LLC 1.76% Reduce -0.1% 292,973 $11.1M
Allied Investment Advisors, LLC 2.66% Add +3.4% 290,475 $11.0M
Agf Management Ltd. 0.06% Add +7.7% 289,327 $11.0M
Cohen Klingenstein LLC 0.41% No change 288,551 $10.9M
Prospera Financial Services Inc 0.32% Add +1.6% 287,376 $10.9M
BNP Paribas 0.51% — 286,968 $10.9M
Meiji Yasuda Life Insurance Co 0.23% Reduce -2.5% 283,908 $10.8M
Bourgeon Capital Management LLC 2.10% Add +0.1% 283,481 $10.7M
Capital International Ltd. 0.51% Add +1.9% 280,839 $10.6M
Capital International, Inc. 0.14% Add +9.2% 279,301 $10.6M
HB Wealth Management, LLC 0.13% Add +0.1% 278,770 $10.6M
Chartwell Investment Partners, LLC 0.37% Reduce -0.8% 278,223 $10.6M
Avantax Advisory Services, Inc. 0.09% Add +4.1% 277,945 $10.5M
Metropolitan Life Insurance Co 0.46% Reduce -0.9% 277,691 $10.5M
Freestone Capital Holdings, LLC 0.39% Add +3.3% 277,188 $10.5M
Swiss Life Asset Management Ltd 0.14% Reduce -73.7% 274,861 $10.4M
Warther Private Wealth, LLC 4.63% Add +8.3% 273,526 $10.4M
LMCG Investments, LLC 0.61% Add +2.0% 273,306 $10.4M
Vinva Investment Management Ltd 0.58% Add +9.7% 272,832 $10.3M
Illinois Municipal Retirement Fund 0.16% No change 271,815 $10.3M
Sowell Financial Services LLC 0.49% Reduce -6.4% 271,599 $10.3M
Carnegie Investment Counsel 0.32% Reduce -2.9% 271,275 $10.3M
Blume Capital Management, Inc. 2.51% Reduce -0.0% 271,036 $10.3M
Bradley Foster & Sargent Inc. 0.19% Reduce -3.5% 270,688 $10.3M
Great Valley Advisor Group, Inc. 0.31% Reduce -1.9% 270,656 $10.3M
Lido Advisors, LLC 0.09% Add +4.8% 269,132 $10.2M
XML Financial, LLC 1.04% Reduce -14.2% 269,011 $10.2M
Weiss Asset Management LP 0.60% New 268,588 $10.2M
Bailard, Inc. 0.28% Add +0.3% 268,095 $10.2M
Financiere des Professionnels - Fonds d'investissement inc. 0.82% No change 267,332 $10.1M
Florida Trust Wealth Management Co 0.34% Reduce -2.8% 266,524 $10.1M
SouthState Bank Corp 0.78% Reduce -6.0% 263,082 $10.0M
United Capital Financial Advisors, LLC 0.08% Add +3.1% 262,747 $10.0M
Socorro Asset Management LP 3.78% Add +2.8% 260,886 $9.9M
Ieq Capital, LLC 0.14% Add +10.8% 260,840 $9.9M
CENTRAL TRUST Co 0.25% Reduce -4.6% 260,837 $9.9M
North Star Investment Management Corp. 0.70% Add +4.2% 260,334 $9.9M
Argent Trust Co 0.44% Add +0.9% 259,506 $9.8M
Pinnacle Bancorp, Inc. 2.91% No change 259,468 $9.8M
Westbourne Investment Advisors, Inc. 3.61% Reduce -0.2% 258,934 $9.8M
Jamison Private Wealth Management, Inc. 1.65% Add +0.6% 257,265 $9.8M
Tufton Capital Management 1.91% Reduce -0.7% 256,780 $9.7M
Sage Mountain Advisors LLC 1.01% Add +1.3% 256,422 $9.7M
HM Payson & Co. 0.18% Reduce -0.5% 255,884 $9.7M
Empirical Finance, LLC 0.59% Add +3.4% 255,462 $9.7M
Simmons Bank 0.73% Add +8.5% 254,672 $9.7M
Assenagon Asset Management S.A. 0.03% Add +29.9% 254,076 $9.6M
Brown Brothers Harriman & Co. 0.07% Add +1.4% 253,552 $9.6M
Greylin Investment Management, Inc 1.62% Reduce -0.4% 252,067 $9.6M
Huber Capital Management LLC 2.15% Add +38.5% 251,916 $9.6M
ARGA Investment Management, LP 0.32% No change 251,574 $9.5M
Providence Capital Advisors, LLC 2.07% Add +13.0% 250,041 $9.5M
RedJay Asset Management Inc. 5.89% Add +117.4% 250,000 $9.5M
Bard Financial Services, Inc. 1.01% Reduce -0.6% 249,670 $9.5M
Pettyjohn, Wood & White, Inc. 1.88% Add +0.1% 249,508 $9.5M
Rockland Trust Co. 0.49% Add +0.5% 246,862 $9.4M
Hyman Charles D 0.52% Reduce -2.1% 245,762 $9.3M
Searle & Co. 2.37% No change 245,411 $9.3M
Robertson Stephens Wealth Management, LLC 0.51% Add +6.0% 244,840 $9.3M
Huntington National Bank 0.10% Reduce -11.6% 244,394 $9.3M
Anderson Hoagland & Co. 1.03% Add +0.4% 251,085 $9.2M
Raymond James Trust N.A. 0.22% Reduce -0.7% 241,375 $9.2M
Private Advisory Group LLC 1.30% Reduce -21.2% 240,384 $9.1M
Norinchukin Bank, The 0.27% Reduce -1.4% 238,600 $9.0M
Pacific Global Investment Management Co. 1.73% Reduce -3.9% 238,231 $9.0M
Venture Visionary Partners LLC 0.43% Reduce -0.9% 237,974 $9.0M
Tidal Investments LLC 0.15% Add +2.4% 237,572 $9.0M
Stockman Wealth Management, Inc. 1.59% Add +0.3% 236,881 $9.0M
Investment House LLC 0.52% Add +16.8% 235,069 $8.9M
Philadelphia Trust Co. 0.71% Add +2.4% 233,533 $8.9M
GLOBALT Investments LLC / GA 0.35% Add +49.4% 232,950 $8.8M
New England Asset Management Inc. 1.42% Add +5.6% 231,830 $8.8M
Johnson Investment Counsel Inc. 0.10% Reduce -12.3% 231,212 $8.8M
PGGM Investments 0.13% Add +668.7% 230,910 $8.8M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 3.43% No change 230,630 $8.7M
Access Investment Management LLC 2.88% No change 230,000 $8.7M
L & S Advisors Inc 1.11% Add +1904.8% 229,648 $8.7M
Westfield Capital Management Co. LP 0.05% Add +6.8% 229,588 $8.7M
Allworth Financial LP 0.06% Add +13.3% 229,348 $8.7M
Phoenix Financial Ltd. 0.12% Reduce -90.0% 229,755 $8.7M
Eagle Ridge Investment Management 0.80% Add +2.6% 228,315 $8.7M
Kentucky Retirement Systems Insurance Trust Fund 0.59% Reduce -7.4% 227,208 $8.6M
Onex Canada Asset Management Inc. 0.86% Reduce -7.5% 227,175 $8.6M
Wolverine Trading, LLC 0.09% Reduce -36.8% 226,999 $8.6M
First Financial Bank - Trust Division 0.82% Add +6.3% 225,282 $8.5M
Bollard Group LLC 0.25% Add +0.2% 221,673 $8.4M
Financial Avengers, Inc. 4.46% Add +1.9% 223,842 $8.4M
Global Wealth Management Investment Advisory, Inc. 2.05% Reduce -0.1% 220,987 $8.4M
Siemens Fonds Invest GmbH 0.64% Reduce -3.9% 220,462 $8.4M
U.S. Capital Wealth Advisors, LLC 0.33% Reduce -20.1% 220,143 $8.3M
RPG Investment Advisory, LLC 1.25% Reduce -0.5% 220,091 $8.3M
Contravisory Investment Management, Inc. 1.85% New 219,993 $8.3M
First Citizens Bank & Trust Co. 0.16% Add +29.3% 219,316 $8.3M
Northwestern Mutual Investment Management Company, LLC 0.22% Add +0.3% 218,471 $8.3M
Philadelphia Financial Management of San Francisco, LLC 1.73% New 218,335 $8.3M
Schnieders Capital Management LLC 1.72% Add +1.1% 217,992 $8.3M
Laurel Wealth Advisors LLC 1.42% Reduce -0.9% 217,922 $8.3M
Wedbush Securities Inc. 0.31% Add +5.3% 217,910 $8.3M
DCM Advisors, LLC 3.40% Reduce -9.4% 217,754 $8.3M
Alpine Woods Capital Investors, LLC 1.63% Reduce -40.2% 221,794 $8.2M
Borer Denton & Associates, Inc. 2.87% Reduce -2.3% 214,152 $8.1M
Silicon Valley Capital Partners 1.21% Add +20.3% 213,255 $8.1M
Altrafin AG 2.93% Reduce -0.9% 213,000 $8.1M
Cambridge Financial Group, Inc. 3.58% Reduce -1.7% 212,871 $8.1M
Atlantic Union Bankshares Corp 0.68% Add +1.7% 212,590 $8.1M
Advisory Services Network, LLC 0.18% Add +2.9% 209,799 $8.0M
Atalanta Sosnoff Capital, LLC 0.18% Add +9.0% 209,619 $7.9M
Great Lakes Retirement, Inc. 1.17% Add +5.3% 209,197 $7.9M
German American Bancorp, Inc. 0.95% Add +53.4% 209,138 $7.9M
tru Independence LLC 2.32% Reduce -2.0% 207,754 $7.9M
Moneta Group Investment Advisors LLC 0.13% Add +8.8% 207,305 $7.9M
Wallington Asset Management, LLC 1.23% Add +7.5% 207,098 $7.9M
Greatmark Investment Partners, Inc. 1.12% Reduce -9.9% 206,644 $7.8M
Worldquant Millennium Advisors LLC 0.10% Add +235.1% 206,445 $7.8M
OneDigital Investment Advisors LLC 0.12% Add +5.7% 206,121 $7.8M
Hennessy Advisors Inc. 0.33% Reduce -9.2% 204,500 $7.8M
Ashton Thomas Private Wealth, LLC 0.44% Add +7.0% 204,474 $7.8M
Praxis Investment Management Inc. 0.51% No change 204,460 $7.8M
United Services Automobile Association 0.19% No change 204,028 $7.7M
Connectus Wealth, LLC 0.21% Add +163.1% 203,926 $7.7M
Phraction Management LLC 3.26% Reduce -2.5% 203,836 $7.7M
Consolidated Investment Group LLC 1.24% No change 202,013 $7.7M
Independent Advisor Alliance 0.28% Reduce -42.0% 201,893 $7.7M
Udine Wealth Management, Inc. 5.28% Add +0.2% 201,882 $7.7M
Tower Research Capital LLC (TRC) 0.18% Reduce -80.6% 201,402 $7.6M
Astoria Portfolio Advisors LLC. 2.95% Add +0.2% 211,927 $7.6M
Sierra Capital LLC 1.00% Add +297.1% 200,747 $7.6M
Blue Investment Partners LLC 3.96% No change 200,479 $7.6M
Viking Fund Management LLC 1.37% Reduce -13.0% 200,000 $7.6M
World Equity Group, Inc. 1.55% Reduce -3.3% 199,070 $7.6M
Intech Investment Management LLC 0.11% Reduce -29.5% 199,105 $7.6M
Empowered Funds, LLC 0.14% Add +15.7% 198,687 $7.5M
First Hawaiian Bank 0.23% Add +3.5% 198,325 $7.5M
Trustmark Bank Trust Department 0.61% Reduce -1.4% 197,327 $7.5M
Valeo Financial Advisors, LLC 0.27% Reduce -1.4% 195,194 $7.5M
Bridge Creek Capital Management LLC 2.39% Add +1.2% 197,146 $7.5M
Meiji Yasuda Asset Management Co Ltd. 0.32% Add +1.2% 197,107 $7.5M
Waverly Advisors, LLC 0.18% Add +3.0% 197,024 $7.5M
Boothe Investment Group, Inc. 3.76% Add +0.1% 196,418 $7.4M
Pavion Blue Capital, LLC 3.68% Reduce -0.3% 195,999 $7.4M
Vestcor Inc 0.25% Reduce -21.1% 195,877 $7.4M
Van Den Berg Management I, Inc. 2.17% Add +0.0% 195,230 $7.4M
Laird Norton Wetherby Wealth Management, LLC 0.35% Add +1.9% 193,920 $7.4M
TB Alternative Assets Ltd. 1.83% Reduce -19.1% 193,000 $7.3M
Vontobel Holding Ltd. 0.06% Reduce -26.7% 192,601 $7.3M
Advisors Asset Management, Inc. 0.14% Reduce -10.6% 191,130 $7.2M
Prime Capital Investment Advisors, LLC 0.10% Reduce -28.2% 190,306 $7.2M
Dakota Wealth Management 0.18% Add +1.2% 190,243 $7.2M
LBP Am SA 0.29% Reduce -85.4% 190,084 $7.2M
First National Trust Co 0.29% Reduce -4.8% 189,475 $7.2M
Rakuten Investment Management, Inc. 0.05% Add +989.0% 187,509 $7.1M
Kerrisdale Advisers, LLC 2.23% Reduce -10.1% 187,229 $7.1M
Orion Porfolio Solutions, LLC 0.08% Add +1.1% 187,026 $7.1M
Orion Portfolio Solutions, LLC 0.08% Add +1.1% 187,026 $7.1M
Perigon Wealth Management, LLC 0.21% Reduce -17.7% 186,420 $7.1M
B. Riley Wealth Advisors, Inc. 0.19% Add +9.5% 256,915 $7.0M
Goelzer Investment Management, Inc. 0.40% Add +2.3% 184,787 $7.0M
River Wealth Advisors LLC 1.01% Add +2.0% 183,440 $7.0M
First American Bank 0.52% Add +8.2% 182,789 $6.9M
PFG Investments, LLC 0.42% Add +304.0% 181,797 $6.9M
Webster Bank, N. A. 0.77% Add +8.4% 181,006 $6.9M
Fusion Capital, LLC 3.14% Add +4.4% 180,835 $6.9M
Fagan Associates, Inc. 1.28% Add +3.7% 180,656 $6.9M
Azimuth Capital Investment Management LLC 0.28% Reduce -11.4% 180,136 $6.8M
Shikiar Asset Management Inc. 2.18% Reduce -13.1% 179,970 $6.8M
Harvey Capital Management Inc. 1.98% Reduce -1.1% 178,800 $6.8M
Ziegler Capital Management, LLC 0.26% Reduce -53.9% 178,935 $6.8M
Fred Alger Management, LLC 0.03% Add +13.7% 178,432 $6.8M
Nicholas Investment Partners, LP 0.76% No change 177,313 $6.7M
Lombard Odier Asset Management (Switzerland) SA 0.47% Add +117.5% 177,201 $6.7M
Tokio Marine Asset Management Co. Ltd. 0.34% Add +10.6% 177,020 $6.7M
Ariel Investments 0.07% No change 176,881 $6.7M
Brookstone Capital Management 0.12% Add +9.1% 175,876 $6.7M
Lockheed Martin Investment Management Co. 0.48% Reduce -59.0% 194,390 $6.7M
Quintet Private Bank (Europe) S.A. 0.30% New 153,408 $6.6M
Stolper Co 2.40% Add +0.3% 175,165 $6.6M
NEOS Investment Management LLC 0.41% Add +78.2% 173,925 $6.6M
Resources Management Corp. /CT/ 0.96% Reduce -3.0% 172,999 $6.6M
Nippon Life Global Investors Americas, Inc. 0.31% Add +16.0% 172,900 $6.6M
Signaturefd, LLC 0.14% Add +3.3% 171,307 $6.5M
Intrust Bank NA 0.70% Reduce -0.9% 171,130 $6.5M
Asio Capital, LLC 1.38% Add +0.7% 169,847 $6.5M
Buffington Mohr McNeal 1.17% Add +4.2% 170,217 $6.5M
Roanoke Asset Management Corp./ NY 2.14% Reduce -0.1% 169,983 $6.4M
Richard Bernstein Advisors LLC 0.14% No change 169,379 $6.4M
Diversified Trust Co. 0.19% Add +18.3% 168,915 $6.4M
Jacobi Capital Management LLC 0.59% Reduce -1.6% 168,602 $6.4M
R.m.sincerbeaux Capital Management LLC 4.05% No change 168,244 $6.4M
Wittenberg Investment Management, Inc. 2.20% Reduce -37.6% 168,156 $6.4M
Baldwin Wealth Partners LLC 0.48% Reduce -4.5% 167,290 $6.3M
ARS Wealth Advisors Group, LLC 0.85% Reduce -7.7% 166,568 $6.3M
Ritholtz Wealth Management 0.22% Add +6.5% 166,419 $6.3M
Unison Asset Management LLC 3.29% Reduce -0.8% 165,812 $6.3M
Axxcess Wealth Management, LLC 0.18% Add +15.8% 165,748 $6.3M
Ameritas Investment Partners, Inc. 0.21% Reduce -2.0% 165,200 $6.3M
HUB Investment Partners, LLC 0.35% Add +24.0% 165,095 $6.3M
Avantax Planning Partners, Inc. 0.20% Add +80.1% 163,867 $6.2M
Boyar Asset Management Inc. 4.04% Add +3.8% 163,461 $6.2M
Edge Capital Group, LLC 0.31% Add +7.2% 163,054 $6.2M
Simplicity Wealth,LLC 0.15% Add +2332.7% 161,823 $6.1M
Icon Wealth Advisors, LLC 0.57% Add +13.1% 161,626 $6.1M
Nomura Holdings Inc. 0.05% Reduce -86.8% 160,905 $6.1M
Alberta Investment Management Corp 0.06% No change 160,900 $6.1M
Fiduciary Trust Co 0.09% Reduce -0.3% 160,459 $6.1M
Concord Investment Counsel Inc. 2.19% — 160,195 $6.1M
Pring Turner Capital Group Inc. 4.43% Add +2.4% 160,106 $6.1M
Northeast Investment Management 0.30% Reduce -2.2% 159,520 $6.0M
ArrowMark Colorado Holdings LLC 0.07% Reduce -67.1% 159,350 $6.0M
Harvest Portfolios Group Inc. 0.24% Add +5.5% 159,248 $6.0M
AIA Group Ltd 0.20% Add +136.9% 159,142 $6.0M
Viewpoint Capital Management LLC 3.84% Reduce -0.8% 159,109 $6.0M
Stamos Capital Partners, L.P. 1.37% Reduce -30.6% 159,000 $6.0M
First Washington CORP 2.30% Reduce -53.3% 158,602 $6.0M
Lincoln National Corp. 0.09% Add +4.4% 158,440 $6.0M
Woodstock Corp. 0.62% Reduce -0.3% 158,302 $6.0M
Kempner Capital Management Inc. 3.25% Reduce -0.0% 158,088 $6.0M
Hoey Investments, Inc. 1.33% Reduce -3.1% 157,718 $6.0M
Cary Street Partners Investment Advisory LLC 0.25% Add +2.0% 156,541 $5.9M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.70% Reduce -1.3% 156,092 $5.9M
Stratos Investment Management, LLC 0.58% Reduce -2.5% 155,760 $5.9M
Gibraltar Capital Management, Inc. 2.75% Reduce -8.3% 155,698 $5.9M
SpiderRock Advisors, LLC 0.19% — 163,797 $5.9M
First Trust Direct Indexing L.P. 0.44% Add +10.7% 154,881 $5.9M
Twin Capital Management Inc. 0.73% Reduce -25.3% 154,747 $5.9M
Means Investment Co., Inc. 0.75% Reduce -7.4% 153,200 $5.8M
Atom Investors LP 0.73% Add +101.5% 153,183 $5.8M
Red Door Wealth Management, LLC 1.12% Add +3.6% 153,073 $5.8M
Snowden Capital Advisors LLC 0.18% Add +20.7% 151,366 $5.7M
Baugh & Associates, LLC 3.04% Reduce -0.1% 150,454 $5.7M
SVB Wealth LLC 0.13% Reduce 0.0% 150,099 $5.7M
Patton Albertson Miller Group, LLC 0.85% Add +11.7% 149,070 $5.7M
Sendero Wealth Management, LLC 0.97% Add +142.0% 148,832 $5.6M
CW Advisors, LLC 0.10% Reduce -15.3% 148,139 $5.6M
Black Cypress Capital Management, LLC 5.25% — 147,985 $5.6M
Creative Financial Designs Inc. 0.53% Reduce -1.1% 147,156 $5.6M
Bleakley Financial Group, LLC 0.16% Add +5.7% 146,462 $5.6M
Concurrent Investment Advisors, LLC 0.23% Add +3.8% 146,033 $5.5M
Aldebaran Capital, LLC 5.29% Reduce -3.9% 145,875 $5.5M
Greenleaf Trust 0.05% Add +5.8% 145,128 $5.5M
Forvis Mazars Wealth Advisors, LLC 0.14% Add +3.1% 145,097 $5.5M
Inlet Private Wealth, LLC 1.54% Reduce -0.1% 144,970 $5.5M
Harbor Capital Advisors, Inc. 0.71% Add +31.3% 144,064 $5.5M
Boston Financial Mangement LLC 0.17% Reduce -6.0% 143,808 $5.5M
Maltese Capital Management LLC 1.06% Add +68.8% 143,500 $5.4M
Qube Research & Technologies Ltd 0.01% Reduce -46.0% 142,043 $5.4M
Courier Capital LLC 0.39% Reduce -0.8% 141,886 $5.4M
Hodges Capital Management Inc. 0.34% Add +36.0% 141,461 $5.4M
Lynch & Associates 1.23% Reduce -2.1% 140,861 $5.3M
Capricorn Fund Managers Ltd 3.20% No change 140,193 $5.3M
Fulton Bank, N.A. 0.22% Reduce -0.8% 139,879 $5.3M
Whalerock Point Partners, LLC 1.49% Reduce -5.3% 139,548 $5.3M
Buckingham Strategic Wealth, LLC 0.06% Reduce -59.3% 139,404 $5.3M
McGinn Penninger Investment Management, Inc. 3.46% Add +1.5% 139,064 $5.3M
Focused Wealth Management, Inc 0.82% Add +1.2% 138,648 $5.3M
Apollon Wealth Management, LLC 0.17% Add +3.2% 138,495 $5.3M
Park National Corp. 0.20% Reduce -6.6% 137,894 $5.2M
Gotham Asset Management 0.08% Reduce -1.4% 137,437 $5.2M
Choreo, LLC 0.13% Reduce -0.8% 137,399 $5.2M
Manatuck Hill Partners, LLC 2.26% Add +11.9% 135,637 $5.1M
Arrow Financial Corp 0.51% Reduce -1.9% 135,415 $5.1M
Check Capital Management Inc. 0.38% Reduce -1.2% 135,408 $5.1M
Plato Investment Management Ltd 0.53% Add +1522.6% 135,308 $5.1M
Moors & Cabot, Inc. 0.28% Add +0.5% 135,042 $5.1M
Capital Insight Partners, LLC 0.95% Reduce -0.4% 134,178 $5.1M
SevenBridge Financial Group, LLC 1.15% Reduce -3.9% 136,578 $5.1M
Shelton Capital Management 0.15% Reduce -7.8% 133,863 $5.1M
TCW Group Inc. 0.05% Reduce -10.8% 133,528 $5.1M
Winning Points Advisors, LLC 7.80% No change 150,349 $5.1M
Harbor Island Capital LLC 2.30% No change 132,526 $5.0M
Montgomery Investment Management Inc. 1.91% Reduce -30.9% 132,332 $5.0M
Asset Planning Services Inc. /La/ 2.80% Add +1.7% 132,325 $5.0M
Kintegral Advisory, LLC 0.50% Reduce -0.3% 132,019 $5.0M
Merit Financial Group, LLC 0.12% Add +26.6% 134,332 $5.0M
Rothschild Investment LLC 0.36% Reduce -1.0% 131,803 $5.0M
Twin Tree Management, LP 0.11% Reduce -94.9% 131,721 $5.0M
TD Private Client Wealth LLC 0.16% Add +11.7% 131,704 $5.0M
Ballentine Partners, LLC 0.09% Add +5.4% 131,326 $5.0M
Horizon Investments, LLC 0.13% Add +3.6% 131,208 $5.0M
Fayez Sarofim & Co 0.01% Reduce -4.2% 130,045 $4.9M
Ally Financial Inc. 0.67% No change 130,000 $4.9M
EULAV Asset Management 0.14% Reduce -13.3% 130,000 $4.9M
Signet Financial Management, LLC 0.67% Reduce -6.9% 129,362 $4.9M
Patrick M Sweeney & Associates, Inc. 4.01% Add +0.2% 128,688 $4.9M
Mandatum Life Insurance Co Ltd 1.62% No change 128,110 $4.9M
apricus wealth, LLC 3.41% Reduce -1.7% 127,995 $4.9M
Hudson Capital Management LLC 1.73% Reduce -0.4% 127,942 $4.9M
Carret Asset Management, LLC 0.57% Reduce -4.8% 126,626 $4.8M
GHP Investment Advisors, Inc. 0.24% Add +0.3% 126,325 $4.8M
DCF Advisers, LLC 2.92% Reduce -2.6% 125,350 $4.8M
Bedell Frazier Investment Counselling, LLC 1.18% Reduce -2.4% 124,988 $4.7M
Diversify Advisory Services, LLC 0.28% — 126,055 $4.7M
Front Street Capital Management, Inc. 0.88% Reduce -8.1% 124,298 $4.7M
Level Four Advisory Services, LLC 0.26% Add +4.5% 139,177 $4.7M
Altrius Capital Management Inc 1.18% Add +7.6% 123,548 $4.7M
SOL Capital Management CO 0.59% Reduce -5.5% 123,477 $4.7M
Mengis Capital Management, Inc. 0.73% Add +14.0% 123,326 $4.7M
Paloma Partners Management Co 0.98% New 122,974 $4.7M
Dana Investment Advisors, Inc. 0.15% Add +2.7% 122,832 $4.7M
Sompo Asset Management Co., Ltd. 0.75% Add +18.5% 121,520 $4.6M
Chemung Canal Trust Co. 0.88% New 120,878 $4.6M
Legacy Private Trust Co. 0.33% Add +2.8% 120,014 $4.6M
Westpac Banking Corp. 0.34% Add +18.8% 119,382 $4.5M
Wealthspire Advisors, LLC 0.06% Add +1.1% 118,832 $4.5M
DoubleLine ETF Adviser LP 1.15% Add +3.3% 118,801 $4.5M
Graybill Wealth Management, LTD. 1.89% Add +1.8% 118,246 $4.5M
Bar Harbor Wealth Management 0.30% Add +4.8% 117,881 $4.5M
Chesley Taft & Associates LLC 0.23% Reduce -6.1% 117,817 $4.5M
Game Creek Capital, LP 2.42% Add +6.6% 117,750 $4.5M
Avior Wealth Management, LLC 0.21% Add +28.2% 117,715 $4.5M
Concentric Wealth Management, LLC 1.19% Reduce -0.8% 117,599 $4.5M
Americana Partners, LLC 0.37% Add +14.7% 117,552 $4.5M
California First Leasing Corp. 2.07% No change 117,500 $4.5M
Trust Co. of Vermont 0.25% Reduce -1.1% 117,334 $4.4M
Angeles Wealth Management, LLC 0.45% Add +2.2% 117,310 $4.4M
DRW Securities, LLC 0.25% Add +52.0% 117,025 $4.4M
Boit C F David 2.42% No change 119,976 $4.4M
Conning Inc. 0.15% Reduce -89.4% 116,872 $4.4M
IHT Wealth Management, LLC 0.18% Add +0.2% 116,866 $4.4M
First Manhattan Co. Llc. 0.01% Reduce -3.8% 116,734 $4.4M
Principle Wealth Partners LLC 0.35% Add +1.9% 116,664 $4.4M
Morningstar Investment Management LLC 0.47% Reduce -1.5% 115,287 $4.4M
Baxter Bros Inc. 0.56% Add +3.9% 115,181 $4.4M
Investment Management Corp of Ontario 0.13% Reduce -37.8% 114,952 $4.4M
Pitcairn Co. 0.28% Reduce -1.6% 114,169 $4.3M
Mgo One Seven LLC 0.23% Reduce -2.4% 114,140 $4.3M
Eisler Capital (UK) Ltd. 0.54% Add +1665.2% 114,117 $4.3M
Silvant Capital Management LLC 0.21% No change 113,727 $4.3M
AustralianSuper Pty Ltd 0.03% New 114,625 $4.3M
Pallas Capital Advisors LLC 0.18% Add +14.9% 113,296 $4.3M
Community Financial Services Group, LLC 0.97% — 112,718 $4.3M
Rwa Wealth Partners, LLC 0.06% Reduce -3.1% 112,657 $4.3M
Paradigm Asset Management Co. LLC 1.08% Reduce -2.3% 112,625 $4.3M
Asset Management Advisors, LLC 3.32% Reduce -1.6% 112,590 $4.3M
Dynamic Advisor Solutions LLC 0.14% Add +0.2% 112,507 $4.3M
HighPoint Advisor Group LLC 0.30% Reduce -0.1% 111,598 $4.3M
Essex Financial Services, Inc. 0.39% Add +7.5% 112,323 $4.3M
Neumann Capital Management, LLC 1.51% Add +3.2% 111,953 $4.2M
J.W. Cole Advisors, Inc. 0.21% Reduce -2.5% 112,002 $4.2M
Ables, Iannone, Moore & Associates, Inc. 3.02% Reduce -0.8% 111,684 $4.2M
Shilanski & Associates, Inc. 1.46% Add +2.3% 111,543 $4.2M
Sigma Planning Corp 0.13% Add +100.6% 111,200 $4.2M
Alpha Cubed Investments, LLC 0.22% Add +11.9% 110,563 $4.2M
Oliver Luxxe Assets LLC 0.88% Add +0.1% 110,211 $4.2M
Latash Investments, LLC 2.96% No change 109,894 $4.2M
Glass Wealth Management Co LLC 2.54% — 109,819 $4.2M
Sheaff Brock Investment Advisors, LLC 0.33% Reduce -1.8% 109,819 $4.2M
H&H International Investment 0.03% No change 109,700 $4.2M
Chemistry Wealth Management LLC 1.12% Add +0.3% 109,541 $4.2M
Fiduciary Group, LLC 0.45% Reduce -0.9% 109,487 $4.2M
Woodmont Investment Counsel LLC 0.35% Reduce -2.5% 109,375 $4.1M
Consolidated Capital Management, LLC 1.98% Reduce -1.3% 108,822 $4.1M
Eastern Bank 0.17% Reduce -10.3% 108,754 $4.1M
Joel Isaacson & Co., LLC 0.23% Add +0.3% 108,529 $4.1M
Stieven Capital Advisors, L.P. 0.85% Add +0.1% 108,337 $4.1M
Orange Investment Advisors, Inc. 0.49% Reduce -23.1% 108,278 $4.1M
Canandaigua National Bank & Trust Co. 0.61% Add +8.4% 108,235 $4.1M
S&co Inc. 0.29% Reduce -6.5% 108,252 $4.1M
Parsons Capital Management Inc. 0.28% Add +0.1% 108,089 $4.1M
Patten & Patten Inc. 0.29% Reduce -7.9% 108,009 $4.1M
Equitable Holdings, Inc. 0.05% Reduce -13.7% 107,906 $4.1M
Scott & Selber, Inc. 1.38% Reduce -0.1% 107,060 $4.1M
Ascent Group, LLC 0.36% Reduce -33.3% 107,057 $4.1M
Constant Guidance Financial LLC 3.74% Add +542.2% 109,596 $4.1M
Thoroughbred Financial Services, LLC 0.39% Reduce -36.6% 107,012 $4.1M
CHICAGO TRUST Co NA 0.84% Reduce -0.6% 106,945 $4.1M
Smith Salley Wealth Management 0.31% Reduce -26.4% 106,844 $4.1M
River Global Investors LLP 1.02% Reduce -1.2% 106,789 $4.0M
Compound Planning, Inc. 0.37% Add +19.6% 106,703 $4.0M
Profund Advisors LLC 0.16% Add +0.3% 106,674 $4.0M
Sykon Capital LLC 1.46% New 106,577 $4.0M
Greenwood Capital Associates LLC 0.54% Reduce -14.1% 106,415 $4.0M
Letson Investment Management, Inc. 1.71% Add +1.2% 106,361 $4.0M
Argyle Capital Management, LLC 1.56% Reduce -5.1% 106,343 $4.0M
Lyell Wealth Management, LP 0.41% Reduce -2.0% 105,516 $4.0M
KG Capital Management 1.59% Reduce -10.0% 105,383 $4.0M
Sumitomo Life Insurance Co. 0.10% Add +8.6% 105,199 $4.0M
Capital Investment Counsel, Inc 0.68% Reduce -2.9% 104,666 $4.0M
MainStreet Investment Advisors LLC 0.48% Reduce -16.0% 104,556 $4.0M
Ironsides Asset Advisors, LLC 1.35% Add +209.9% 103,865 $3.9M
Knightsbridge Asset Management, LLC 1.13% No change 116,592 $3.9M
Harbor Investment Advisory, LLC 0.41% Reduce -1.4% 103,460 $3.9M
Lazari Capital Management, Inc. 2.13% Reduce -17.2% 103,332 $3.9M
RNC Capital Management LLC 0.22% Reduce -10.8% 103,154 $3.9M
Weinberger Asset Management, Inc 1.88% Reduce -4.5% 102,563 $3.9M
Portfolio Design Labs, LLC 1.30% Reduce -38.4% 102,277 $3.9M
David J Yvars Group 2.61% Reduce -3.2% 102,010 $3.9M
Whittier Trust Co. 0.06% Add +0.9% 101,736 $3.9M
Beach Investment Counsel Inc. 0.47% No change 114,171 $3.8M
Abbot Financial Management, Inc. 2.11% Add +0.3% 100,840 $3.8M
Icon Advisers Inc. 0.85% No change 101,590 $3.8M
Parallel Advisors, LLC 0.10% Add +1.6% 100,493 $3.8M
Gables Capital Management Inc. 2.09% Reduce -1.3% 100,209 $3.8M
Park Avenue Securities LLC 0.05% Add +10.9% 99,869 $3.8M
IFP Advisors, Inc 0.17% Reduce -4.0% 99,621 $3.8M
Ami Investment Management Inc. 1.37% Add +0.4% 99,518 $3.8M
Kornitzer Capital Management Inc. 0.07% Reduce -0.6% 99,328 $3.8M
Marco Investment Management LLC 0.35% Add +1.0% 98,695 $3.7M
Global Retirement Partners, LLC 0.14% Reduce -0.6% 98,584 $3.7M
Citizens Financial Group Inc. 0.12% Add +27.1% 98,189 $3.7M
Gleason Group, Inc. 0.78% Reduce -2.8% 98,285 $3.7M
Capital Investment Advisory Services, LLC 0.40% Reduce -9.7% 98,240 $3.7M
Pacifica Partners Inc. 1.65% Reduce -1.2% 101,056 $3.7M
Belmont Capital, LLC 1.01% Reduce -35.8% 97,954 $3.7M
Plancorp, LLC 0.16% Add +3.5% 97,073 $3.7M
FineMark National Bank & Trust 0.14% Add +2.9% 96,994 $3.7M
Cantor Fitzgerald Investment Advisors L.P. 0.27% Reduce -4.4% 96,323 $3.7M
Embree Financial Group 0.71% Reduce -4.0% 96,103 $3.6M
St. Johns Investment Management Company, LLC 1.75% Add +1.5% 96,036 $3.6M
Williams Jones Wealth Management, LLC. 0.05% Reduce -13.4% 95,792 $3.6M
Coldstream Capital Management Inc. 0.09% Add +6.0% 95,605 $3.6M
1ST Source Bank 0.21% Reduce -0.2% 95,348 $3.6M
Meridian Investment Counsel Inc. 1.19% Reduce -1.1% 94,724 $3.6M
Gold Investment Management Ltd. 1.44% Add +0.1% 93,831 $3.6M
Verdence Capital Advisors LLC 0.32% Reduce -3.0% 93,830 $3.6M
Forum Financial Management, LP 0.06% Add +0.8% 93,810 $3.6M
Bank of New Hampshire 0.93% Reduce -0.1% 93,800 $3.6M
Procyon Advisors, LLC 0.28% Reduce -34.0% 93,795 $3.6M
Grey Street Capital, LLC 0.48% Add +225.6% 93,688 $3.6M
Caprock Group, LLC 0.20% Add +13.8% 93,556 $3.5M
Banco de Sabadell, S.A 2.64% Add +17.8% 93,481 $3.5M
Mutual Advisors, LLC 0.11% Add +11.4% 93,357 $3.5M
Family Manage LLC 0.65% Add +24.9% 93,161 $3.5M
Blue Trust, Inc. 0.05% Add +5.7% 93,059 $3.5M
Long Focus Capital Management, LLC 0.41% No change 93,000 $3.5M
Cadence Bank 0.26% Add +0.9% 92,994 $3.5M
Commerzbank Aktiengesellschaft 0.12% Add +6.8% 92,907 $3.5M
Summit Trail Advisors, LLC 0.09% Add +53.5% 92,558 $3.5M
Plimoth Trust Co. LLC 0.93% Reduce -0.5% 92,442 $3.5M
Glassy Mountain Advisors, Inc. 1.31% Add +1.9% 92,096 $3.5M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -9.4% 91,772 $3.5M
ProVise Management Group, LLC 0.30% Reduce -1.0% 91,566 $3.5M
Benjamin F. Edwards & Company, Inc. 0.06% Reduce -1.8% 91,366 $3.5M
Gries Financial LLC 0.58% Add +0.3% 91,244 $3.5M
Anchor Investment Management, LLC 0.36% Add +0.8% 91,074 $3.5M
Kingsview Wealth Management, LLC 0.09% Add +6.4% 90,957 $3.4M
Asset Dedication, LLC 0.26% Add +0.2% 90,298 $3.4M
NewEdge Wealth, LLC 0.08% Add +0.7% 92,944 $3.4M
Brighton Jones LLC 0.12% Reduce -2.2% 90,305 $3.4M
Skylands Capital, LLC 0.47% Reduce -1.1% 90,250 $3.4M
NorthRock Partners, LLC 0.13% Add +9.7% 89,655 $3.4M
Cidel Asset Management Inc. 0.26% Add +2.2% 90,153 $3.4M
Hancock Whitney Corp. 0.12% Reduce -32.3% 90,010 $3.4M
Credit Capital Investments LLC 4.22% Reduce -6.3% 90,000 $3.4M
Culbertson A N & Co. Inc. 0.59% Add +11.8% 89,977 $3.4M
Capital Analysts, LLC 0.16% Add +11.0% 89,406 $3.4M
OVERSEA-CHINESE BANKING Corp Ltd 0.11% Add +51.6% 89,391 $3.4M
Penobscot Investment Management Company, Inc. 0.36% Add +5.4% 89,074 $3.4M
Integrated Advisors Network LLC 0.17% Reduce -53.1% 88,823 $3.4M
Princeton Global Asset Management LLC 0.80% Reduce -3.9% 88,799 $3.4M
Hennion & Walsh Asset Management, Inc. 0.18% Reduce -17.7% 88,581 $3.4M
Synergy Asset Management, LLC 0.57% Add +61.6% 88,062 $3.3M
Qtron Investments LLC 0.47% No change 87,650 $3.3M
American Assets Inc. 1.25% No change 87,500 $3.3M
SPX Gestao de Recursos Ltda 0.29% New 87,300 $3.3M
Wintrust Investments LLC 0.29% Reduce -1.7% 87,235 $3.3M
International Assets Investment Management, LLC 0.35% Add +3.4% 107,553 $3.3M
Hollencrest Capital Management 0.15% Reduce -1.3% 86,688 $3.3M
Perpetual Ltd 0.03% Add +30.0% 86,676 $3.3M
NJ State Employees Deferred Compensation Plan 0.42% No change 86,582 $3.3M
Stock Yards Bank & Trust Co. 0.11% Add +4.1% 86,372 $3.3M
WINTON GROUP Ltd 0.23% Add +64.1% 86,209 $3.3M
Trivant Custom Portfolio Group, LLC 2.07% Reduce -1.8% 85,955 $3.3M
Imprint Wealth LLC 0.79% Add +35.8% 86,848 $3.3M
Bison Wealth, LLC 0.53% Reduce -1.7% 85,700 $3.2M
W1M Asset Management Ltd 0.25% Reduce -21.1% 85,589 $3.2M
Guardian Investment Management 2.61% Add +6.2% 85,548 $3.2M
Wealth Alliance Advisory Group, LLC 0.75% Add +1.9% 85,467 $3.2M
Delta Capital Management LLC 2.18% New 85,350 $3.2M
Brick & Kyle, Associates 1.44% Reduce -0.3% 86,318 $3.2M
Focus Partners Advisor Solutions, LLC 0.09% Add +113.8% 85,157 $3.2M
Wright Investors Service Inc. 0.82% Reduce -0.7% 84,965 $3.2M
Caxton Associates LP 0.22% Reduce -89.8% 84,797 $3.2M
Affinity Investment Advisors, LLC 2.34% Reduce -0.3% 84,657 $3.2M
Lakewood Asset Management LLC 2.18% Add +7.3% 84,519 $3.2M
Processus Wealth & Capital Management, LLC 2.83% Add +15.2% 84,154 $3.2M
Mount Vernon Associates Inc. 2.72% Add +0.0% 84,119 $3.2M
Klingenstein Fields & Co. LP 0.13% Reduce -5.7% 83,891 $3.2M
Legato Capital Management LLC 0.38% No change 83,844 $3.2M
Beaumont Financial Advisors, LLC 0.26% Add +2.4% 83,751 $3.2M
Dorsey & Whitney Trust CO LLC 0.22% Reduce -9.9% 83,286 $3.2M
Birmingham Capital Management Co. Inc. 1.16% Reduce -1.0% 83,075 $3.2M
Beaton Management Co. Inc. 1.71% Reduce -0.5% 82,759 $3.1M
CreativeOne Wealth, LLC 0.12% Add +15.4% 82,569 $3.1M
Evercore Wealth Management, LLC 0.05% Reduce -53.6% 82,479 $3.1M
Trust Asset Management LLC 0.27% Reduce -0.4% 82,476 $3.1M
HBK Sorce Advisory LLC 0.11% Reduce -0.2% 82,434 $3.1M
Legacy Wealth Management, LLC / MS 1.41% Reduce -0.9% 82,345 $3.1M
Murphy Pohlad Asset Management LLC 1.22% Reduce -1.4% 82,276 $3.1M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -31.6% 84,109 $3.1M
Peddock Capital Advisors, LLC 0.82% Add +2.4% 82,077 $3.1M
Clear Rock Advisors, LLC 1.35% Add +1.8% 81,998 $3.1M
Western Wealth Management, LLC 0.24% Reduce -6.0% 81,787 $3.1M
Institute for Wealth Management, LLC. 0.40% Reduce -0.1% 81,723 $3.1M
Spire Wealth Management 0.06% Add +8.8% 81,454 $3.1M
Y.D. More Investments Ltd 0.55% Reduce -6.7% 81,402 $3.1M
AlphaCore Capital LLC 0.82% Add +0.1% 81,396 $3.1M
Private Trust Co. NA 0.33% Reduce -0.8% 81,166 $3.1M
Meeder Advisory Services, Inc. 0.31% Add +7.9% 81,142 $3.1M
Silvercrest Asset Management Group LLC 0.02% Reduce -2.5% 80,671 $3.1M
Modera Wealth Management, LLC 0.05% Reduce -0.9% 80,336 $3.0M
Roundview Capital LLC 0.25% Add +1.4% 80,182 $3.0M
Triangle Securities Wealth Management 0.87% Reduce -1.8% 80,057 $3.0M
Tower Bridge Advisors 0.31% Reduce -6.3% 80,019 $3.0M
Meitav Investment House Ltd. 0.06% Reduce -5.9% 79,938 $3.0M
Graypoint LLC 0.22% Add +8.0% 79,751 $3.0M
Bartlett & Co. Wealth Management LLC 0.05% Reduce -5.9% 79,483 $3.0M
Kingswood Wealth Advisors, LLC 0.35% Add +17.7% 79,458 $3.0M
Duff & Phelps Investment Management Co. 0.04% Add +3.0% 79,418 $3.0M
Whittier Trust Co. of Nevada Inc. 0.09% Reduce -6.1% 79,311 $3.0M
Mission Wealth Management, LP 0.08% Add +56.0% 79,289 $3.0M
SYSTM Wealth Solutions LLC 0.38% Reduce -10.3% 79,220 $3.0M
Brookmont Capital Management 1.57% Add +2.3% 78,906 $3.0M
Capital Asset Advisory Services LLC 0.17% Add +9.7% 80,622 $3.0M
Moody National Bank Trust Division 0.23% Add +1.0% 78,611 $3.0M
Cohen Investment Advisors LLC 1.93% Add +5.1% 78,468 $3.0M
Parcion Private Wealth LLC 0.26% Reduce -1.3% 78,087 $3.0M
Alaska Permanent Fund Corp 0.04% Reduce -1.5% 78,065 $3.0M
Mystic Asset Management, Inc. 1.22% Add +3.3% 78,037 $3.0M
Formidable Asset Management, LLC 0.48% Add +0.5% 77,793 $2.9M
Tritonpoint Wealth, LLC 0.31% Reduce -8.0% 84,557 $2.9M
Beacon Bank & Trust 0.73% Reduce -5.7% 77,684 $2.9M
Raab & Moskowitz Asset Management LLC 0.82% Add +3.3% 77,468 $2.9M
Citizens Business Bank 0.61% Add +4.4% 77,314 $2.9M
Alkeme Wealth, LLC 1.34% Reduce -0.2% 78,761 $2.9M
Quadrant Capital Group LLC 0.23% Reduce -3.1% 76,405 $2.9M
AMG National Trust Bank 0.08% Reduce -23.1% 76,401 $2.9M
Ironvine Capital Partners, LLC 0.32% No change 76,179 $2.9M
Meridian Wealth Advisors, LLC 0.54% No change 75,485 $2.9M
Fifth Third Wealth Advisors LLC 0.45% Add +29.5% 75,451 $2.9M
Principal Securities, Inc. 0.09% Add +9.8% 75,312 $2.9M
Cowen and Company, LLC 0.11% New 75,000 $2.8M
Cetera Trust Company, N.A 1.71% Reduce -0.7% 74,893 $2.8M
Lighthouse Investment Partners, LLC 0.17% Reduce -66.0% 74,814 $2.8M
Thurston, Springer, Miller, Herd & Titak, Inc. 1.14% — 74,646 $2.8M
Heritage Trust Co 0.38% Reduce -1.9% 74,286 $2.8M
Independent Financial Group, LLC 0.13% Reduce -7.6% 74,150 $2.8M
Supplemental Annuity Collective Trust of NJ 0.88% No change 74,000 $2.8M
Bayesian Capital Management, LP 0.27% Reduce -5.7% 73,700 $2.8M
Country Club Bank 0.20% Reduce -4.4% 73,419 $2.8M
Cigna Investments Inc. 0.53% Reduce -0.7% 73,374 $2.8M
Holderness Investments Co. 0.68% Add +0.3% 73,244 $2.8M
Burton Enright Welch 0.67% Add +1.3% 73,199 $2.8M
Employees Retirement System of Texas 0.03% Reduce -39.7% 73,175 $2.8M
Graham Capital Management, L.P. 0.15% Reduce -88.6% 72,664 $2.8M
Advisors Capital Management, LLC 0.05% Reduce -4.5% 72,320 $2.7M
Stonebridge Capital Advisors LLC 0.25% Add +8.0% 72,147 $2.7M
Columbia Bank 1.12% — 72,112 $2.7M
Nwam LLC 0.22% Reduce -2.3% 72,215 $2.7M
Massachusetts Wealth Management 1.92% Add +1.3% 71,972 $2.7M
Hamilton Capital Partners Inc. 0.33% Add +132.9% 71,970 $2.7M
ZWJ Investment Counsel Inc. 0.12% Add +21.3% 71,835 $2.7M
Shorepoint Capital Partners LLC 0.67% Reduce -4.0% 71,745 $2.7M
Jaffetilchin Investment Partners, LLC 0.24% Reduce -1.1% 71,643 $2.7M
Cornercap Investment Counsel Inc. 0.42% Reduce -0.8% 71,605 $2.7M
Independent Solutions Wealth Management, LLC 0.65% Add +1.1% 71,568 $2.7M
Grove Bank & Trust 0.46% Reduce -0.5% 71,459 $2.7M
Charter Research & Investment Group, Inc. 2.14% Reduce -0.1% 71,332 $2.7M
Baker Tilly Wealth Management, LLC 0.49% Reduce -3.4% 71,216 $2.7M
Caldwell Trust Co 0.31% Add +1.8% 71,195 $2.7M
Compton Wealth Advisory Group, LLC 0.74% Add +0.6% 71,149 $2.7M
Pinnacle Wealth Management Advisory Group, LLC 0.29% Add +5.7% 71,043 $2.7M
Lodestone Wealth Management LLC 1.41% Reduce -1.3% 70,804 $2.7M
Checchi Capital Advisers, LLC 0.21% Reduce -1.1% 70,657 $2.7M
FAS Wealth Partners, Inc. 0.24% Reduce -1.0% 70,596 $2.7M
Clearstead Advisors, LLC 0.13% Add +3.4% 69,386 $2.7M
9258 Wealth Management, LLC 0.41% Add +0.3% 69,885 $2.7M
SS&H Financial Advisors, Inc. 1.10% No change 69,808 $2.6M
Sound View Wealth Advisors Group, LLC 0.28% Add +14.9% 69,777 $2.6M
Naviter Wealth, LLC 0.43% Add +5.6% 69,405 $2.6M
Harbour Capital Advisors, LLC 0.65% Add +0.2% 70,207 $2.6M
Bank Ozk 1.17% Reduce -18.2% 69,030 $2.6M
Carolinas Wealth Consulting LLC 0.51% Add +1.4% 68,345 $2.6M
Chiron Investment Management, LLC 1.13% New 68,575 $2.6M
Beacon Investment Advisors LLC 1.48% Reduce -0.0% 68,504 $2.6M
Arete Wealth Advisors, LLC 0.24% Reduce -2.3% 68,216 $2.6M
Diligent Investors, LLC 0.65% Reduce -1.7% 68,161 $2.6M
EverSource Wealth Advisors, LLC 0.20% Add +7.7% 69,671 $2.6M
CWA Asset Management Group, LLC 0.16% Add +42.9% 67,514 $2.6M
Systematic Alpha Investments, LLC 0.10% No change 67,508 $2.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.08% Add +13.7% 67,394 $2.6M
Ethic Inc. 0.06% Add +12.5% 67,340 $2.6M
Lincoln Capital Corp. 1.11% Reduce -3.5% 67,198 $2.5M
Quadcap Wealth Management, LLC 0.58% Reduce -13.3% 67,157 $2.5M
Hendershot Investments Inc. 0.36% Reduce -5.6% 66,797 $2.5M
Rosenblum Silverman Sutton S F Inc. 0.72% Reduce -0.1% 66,793 $2.5M
Proquility Private Wealth Partners, LLC 0.87% Add +39.9% 66,695 $2.5M
Gilliland Jeter Wealth Management LLC 0.88% Reduce -4.3% 66,494 $2.5M
Aull & Monroe Investment Management Corp 1.15% Reduce -2.8% 66,263 $2.5M
Davis Investment Partners, LLC 1.10% Reduce -0.3% 68,553 $2.5M
Convergence Investment Partners, LLC 0.96% Add +6.9% 66,207 $2.5M
Old National Bancorp 0.06% Add +9.9% 65,666 $2.5M
Cumberland Partners Ltd 0.18% Reduce -6.7% 64,935 $2.5M
Vestmark Advisory Solutions, Inc. 0.11% Add +114.6% 64,875 $2.5M
Abbrea Capital, LLC 0.32% Reduce -1.6% 64,858 $2.5M
Stratos Wealth Advisors, LLC 0.15% Reduce -55.9% 64,692 $2.5M
Financial Counselors Inc. 0.04% Reduce -22.1% 64,590 $2.4M
Cobblestone Capital Advisors LLC 0.15% Reduce -1.5% 64,414 $2.4M
Vanguard Capital Wealth Advisors 1.71% Reduce -1.4% 64,121 $2.4M
Empire Financial Management Company, LLC 0.80% Reduce -0.5% 63,948 $2.4M
Wealthcare Advisory Partners LLC 0.08% Add +16.8% 63,812 $2.4M
Clarius Group, LLC 0.17% Reduce -9.2% 63,594 $2.4M
Cornerstone Wealth Management, LLC 0.19% Reduce -0.7% 63,475 $2.4M
Studio Investment Management LLC 0.57% Reduce -9.0% 63,395 $2.4M
Hourglass Capital, LLC 0.72% Add +0.4% 63,017 $2.4M
Barometer Capital Management Inc. 0.62% Reduce -0.1% 64,500 $2.4M
Coastline Trust Co 0.29% Reduce -6.5% 62,944 $2.4M
WCG Wealth Advisors LLC 0.20% Reduce -21.5% 62,795 $2.4M
Andra AP-fonden 0.04% New 62,700 $2.4M
Carson Advisory Inc. 1.67% Add +3.8% 62,542 $2.4M
FNY Investment Advisers, LLC 1.45% Add +7717.5% 62,540 $2.4M
GAMMA Investing LLC 0.48% Add +16.0% 62,359 $2.4M
Jupiter Wealth Management LLC 1.24% Add +58.8% 61,946 $2.3M
Exchange Capital Management, Inc. 0.38% Reduce -3.1% 61,579 $2.3M
Transcend Capital Advisors, LLC 0.19% Reduce -4.0% 61,545 $2.3M
AlTi Global, Inc. 0.06% Add +28.0% 61,700 $2.3M
GeoWealth Management, LLC 0.09% Add +51.2% 61,453 $2.3M
Schechter Investment Advisors, LLC 0.17% Add +2.9% 61,428 $2.3M
American State Bank (Iowa) 1.54% Reduce -8.7% 60,654 $2.3M
Hexagon Capital Partners LLC 0.51% Reduce -6.5% 60,628 $2.3M
Koshinski Asset Management, Inc. 0.23% Add +83.9% 60,429 $2.3M
EagleClaw Capital Managment, LLC 0.41% Reduce -7.6% 60,277 $2.3M
Prosperity Consulting Group, LLC 0.29% Add +7.1% 60,274 $2.3M
Slagle Financial, LLC 1.24% Reduce -71.7% 60,239 $2.3M
Argent Advisors, Inc. 0.90% Reduce -2.9% 60,144 $2.3M
Capital Group Investment Management Pte. LTD. 0.41% Add +2.1% 60,082 $2.3M
Concord Wealth Partners 0.41% Add +8.6% 60,016 $2.3M
Cinctive Capital Management LP 0.12% Reduce -85.3% 59,727 $2.3M
Alpha DNA Investment Management LLC 1.24% Reduce -17.5% 59,349 $2.3M
Lake Street Advisors Group, LLC 0.10% Add +4.6% 59,145 $2.2M
SeaCrest Wealth Management, LLC 0.27% Reduce -6.8% 58,999 $2.2M
Coombe, Bender & Co LLC 1.36% Add +28.8% 58,944 $2.2M
Choate Investment Advisors 0.06% Reduce -1.6% 58,888 $2.2M
Abacus Planning Group, Inc. 0.44% Add +3.6% 58,769 $2.2M
Concentric Capital Strategies, LP 0.14% New 58,674 $2.2M
Piscataqua Savings Bank 1.96% Reduce -9.9% 58,638 $2.2M
Viawealth, LLC 1.39% Reduce -9.0% 58,519 $2.2M
Symmetry Investments LP 0.23% New 58,300 $2.2M
First City Capital Management, Inc. 1.22% Reduce -1.6% 58,249 $2.2M
Thomasville National Bank 0.18% Reduce -0.2% 58,242 $2.2M
Kennedy Investment Group, Inc. 1.17% Reduce -0.2% 57,898 $2.2M
Vision Capital Management, Inc. 0.33% Reduce -0.0% 57,896 $2.2M
Capstone Investment Advisors, LLC 0.08% Reduce -17.9% 57,822 $2.2M
Hudson Canyon Capital Management 1.40% No change 57,591 $2.2M
Granite Harbor Advisors, Inc. 1.49% Add +1.5% 57,583 $2.2M
Poehling Capital Management, INC. 0.58% Reduce -0.2% 57,520 $2.2M
Family Legacy, Inc. 0.78% Add +2.9% 57,481 $2.2M
Claro Advisors Inc. 0.38% Add +5.1% 57,442 $2.2M
Patriot Financial Group Insurance Agency, LLC 0.35% Add +2.5% 57,353 $2.2M
Lafayette Investments, Inc. 0.49% Reduce -0.7% 57,268 $2.2M
First Dallas Securities Inc. 0.99% Reduce -7.9% 56,856 $2.2M
Newman Dignan & Sheerar, Inc. 0.58% Reduce -2.1% 56,837 $2.2M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 1.48% Reduce -6.9% 56,780 $2.2M
Syon Capital LLC 0.20% Add +24.7% 56,265 $2.1M
Simplex Trading, LLC 0.06% Reduce -58.7% 56,235 $2.1M
Smith Shellnut Wilson LLC 1.13% No change 56,220 $2.1M
LJI Wealth Management, LLC 0.55% Reduce -4.8% 56,135 $2.1M
Berkeley Capital Partners, LLC 0.65% Add +113.9% 56,085 $2.1M
Childress Capital Advisors, LLC 0.62% Add +146.3% 55,902 $2.1M
Norris Financial Group, LLC 1.16% Reduce -22.1% 55,605 $2.1M
Octavia Wealth Advisors, LLC 0.31% Add +3.2% 55,322 $2.1M
McDonald Partners LLC 0.58% Reduce -2.8% 55,251 $2.1M
Washington Trust Bank 0.20% Add +2.7% 55,249 $2.1M
Gratus Capital, LLC 0.10% Add +215.6% 55,218 $2.1M
Portside Wealth Group, LLC 0.39% Add +2.4% 55,165 $2.1M
Aspen Grove Capital, LLC 0.59% Reduce -31.9% 55,067 $2.1M
Zuckerman Investment Group, LLC 0.24% Add +99.8% 55,062 $2.1M
Avity Investment Management Inc. 0.17% Add +4.8% 54,750 $2.1M
Clarkston Capital Partners, LLC 0.04% Add +0.2% 54,700 $2.1M
Belpointe Asset Management LLC 0.16% Reduce -9.2% 54,672 $2.1M
Cullinan Associates Inc. 0.12% Reduce -9.4% 54,609 $2.1M
Realta Investment Advisors 0.43% Reduce -0.9% 54,495 $2.1M
Evergreen Wealth Management, LLC 1.40% No change 54,421 $2.1M
First Business Financial Services, Inc. 0.22% Add +0.3% 54,366 $2.1M
Jeppson Wealth Management, LLC 0.80% Reduce -0.5% 54,319 $2.1M
Foundations Investment Advisors, LLC 0.05% Reduce -14.3% 54,191 $2.1M
Jump Financial, LLC 0.06% Add +532.0% 54,114 $2.1M
Retirement Planning Co of New England, Inc. 1.12% Reduce -30.4% 54,000 $2.0M
HCR Wealth Advisors 0.31% Add +5.6% 53,801 $2.0M
Wrapmanager Inc. 0.57% Add +26.1% 53,798 $2.0M
Highlander Capital Management, LLC 0.81% Reduce -0.3% 53,732 $2.0M
RMR Wealth Builders 0.25% Add +40.5% 53,294 $2.0M
First Horizon Advisors, Inc. 0.06% Reduce -8.0% 53,539 $2.0M
Lindbrook Capital, LLC 0.19% Add +2.5% 53,195 $2.0M
Mitchell McLeod Pugh & Williams Inc. 0.48% Add +1.1% 53,032 $2.0M
Norden Group LLC 0.41% Add +29.5% 53,029 $2.0M
Wulff, Hansen & Co. 2.01% Reduce -3.0% 53,008 $2.0M
Neville Rodie & Shaw Inc. 0.15% Reduce -0.8% 52,975 $2.0M
Beacon Financial Group 0.23% Reduce -22.7% 52,905 $2.0M
Wedmont Private Capital 0.15% Add +7.1% 53,092 $2.0M
CMG Global Holdings, LLC 1.37% No change 52,605 $2.0M
Hartford Financial Management Inc. 0.42% Reduce -3.4% 52,577 $2.0M
Shell Asset Management Co. 0.09% Reduce -58.4% 49,977 $2.0M
GC Wealth Management RIA, LLC 0.40% Add +5.2% 52,308 $2.0M
Ransom Advisory, Ltd 1.05% — 51,949 $2.0M
Cumberland Advisors Inc. 0.73% Reduce -0.9% 51,900 $2.0M
Ceeto Capital Group, LLC 0.81% Reduce -1.9% 51,870 $2.0M
Shufro Rose & Co. LLC 0.16% Add +5.9% 51,859 $2.0M
Financial Partners Group, LLC 0.76% Add +19.7% 51,717 $2.0M
Waldron Private Wealth LLC 0.09% Add +4.9% 51,303 $2.0M
Ameritas Advisory Services, LLC 0.08% Add +72.4% 52,406 $2.0M
MTM Investment Management, LLC 0.81% Add +0.3% 51,475 $2.0M
L2 Asset Management, LLC 0.64% Add +6.1% 51,359 $1.9M
Bryn Mawr Trust Advisors, LLC 0.11% Reduce -1.3% 51,319 $1.9M
Aire Advisors, LLC 0.44% Add +23.4% 51,132 $1.9M
Clifford Swan Investment Counsel LLC 0.07% Reduce -2.1% 50,741 $1.9M
Wunderlich Capital Managemnt 0.86% Reduce -5.5% 50,472 $1.9M
Howland Capital Management LLC 0.09% Reduce -0.9% 50,460 $1.9M
One Charles Private Wealth Services, LLC 0.83% Add +12.4% 50,427 $1.9M
Longfellow Investment Management Co. LLC 0.43% Add +0.8% 50,179 $1.9M
NBT Bank, N.A. 0.14% Reduce -3.6% 50,112 $1.9M
Mango Investments LLC 1.40% No change 50,000 $1.9M
Savoie Capital LLC 0.26% New 50,000 $1.9M
Lake Street Private Wealth, LLC 0.26% Add +0.0% 49,997 $1.9M
Chapin Davis, Inc. 0.69% Reduce -10.2% 49,965 $1.9M
Dohj, LLC 0.50% Add +7.7% 49,957 $1.9M
Zions Bancorporation, N.A. 0.14% Reduce -26.3% 49,573 $1.9M
Harel Insurance Investments & Financial Services Ltd. 0.04% No change 49,482 $1.9M
Sandy Spring Bank 0.08% Reduce -3.2% 49,054 $1.9M
SeaBridge Investment Advisors LLC 0.49% Reduce -11.3% 49,026 $1.9M
Blue Fin Capital, Inc. 0.41% Reduce -10.4% 48,993 $1.9M
Advisory Research Inc. 0.37% No change 48,973 $1.9M
LM Advisors LLC 0.33% Reduce -11.0% 48,941 $1.9M
Capital Advisors Inc. 0.04% Reduce -29.8% 48,899 $1.9M
Probity Advisors, Inc. 0.38% Add +2.6% 48,713 $1.8M
MCF Advisors LLC 0.14% Add +34.1% 48,583 $1.8M
NTV Asset Management LLC 0.28% Reduce -1.2% 48,549 $1.8M
Mendel Money Management 0.85% Reduce -11.9% 48,442 $1.8M
Register Financial Advisors LLC 0.95% Reduce -1.9% 48,431 $1.8M
Nvwm, LLC 0.50% Reduce -0.3% 48,120 $1.8M
St. Louis Financial Planners Asset Management, LLC 1.65% Reduce -22.7% 49,031 $1.8M
Concord Asset Management, LLC 0.48% Add +21.0% 48,404 $1.8M
Excalibur Management Corp. 0.77% Add +1.0% 48,053 $1.8M
Altman Advisors, Inc. 0.89% Add +57.1% 48,534 $1.8M
GS Investments, Inc. 0.88% Add +0.6% 47,921 $1.8M
Godshalk Welsh Capital Management, Inc. 1.22% No change 47,895 $1.8M
Texas Yale Capital Corp. 0.08% Reduce -57.4% 47,890 $1.8M
Finer Wealth Management, Inc. 1.19% Reduce -24.5% 47,876 $1.8M
Arvest Investments, Inc. 0.29% Reduce -0.4% 47,820 $1.8M
Cowa, LLC 1.07% Add +3.6% 47,800 $1.8M
Gladstone Institutional Advisory LLC 0.10% Reduce -17.2% 47,344 $1.8M
Palogic Value Management, L.P. 0.78% Add +2.1% 47,231 $1.8M
M Holdings Securities, Inc. 0.30% Reduce -22.3% 47,218 $1.8M
Atlas Brown,Inc. 0.65% Add +1.1% 47,207 $1.8M
Investors Asset Management of Georgia Inc. /Ga/ 0.84% Reduce -10.8% 47,155 $1.8M
Wellington Shields Capital Management, LLC 0.34% Reduce -3.3% 47,020 $1.8M
Guardian Wealth Advisors, LLC / NC 0.22% Add +0.1% 46,952 $1.8M
Greytown Advisors Inc. 1.00% Add +0.0% 46,921 $1.8M
Burney Co./ 0.07% Reduce -1.1% 46,892 $1.8M
Legacy Advisors, LLC 0.22% Add +5.2% 46,553 $1.8M
Busey Bank 0.06% Reduce -1.4% 46,793 $1.8M
Vantage Financial Partners Ltd., Inc. 0.46% Add +4.0% 46,600 $1.8M
Investment Advisory Services Inc. /TX 0.65% Reduce -3.6% 46,536 $1.8M
Coppell Advisory Solutions Corp. 0.33% — 46,529 $1.8M
Buckley Wealth Management, LLC 0.57% Reduce -1.2% 46,518 $1.8M
Regal Investment Advisors LLC 0.12% Add +0.3% 46,408 $1.8M
SageView Advisory Group, LLC 0.09% Reduce -11.4% 45,793 $1.7M
Adell Harriman & Carpenter Inc. 0.14% Reduce -0.2% 45,656 $1.7M
Focus Financial Network, Inc. 0.08% — 48,383 $1.7M
Visionary Wealth Advisors 0.12% Reduce -2.3% 45,523 $1.7M
Aspiriant, LLC 0.07% Reduce -2.2% 45,388 $1.7M
Gratus Wealth Advisors, LLC 0.32% Add +1.1% 48,115 $1.7M
Martin & Co. Inc. 0.42% Reduce -2.3% 45,342 $1.7M
IMS Capital Management 0.80% Reduce -2.1% 45,281 $1.7M
Etesian Wealth Advisors, Inc. 0.98% Reduce -4.8% 45,068 $1.7M
Prairiewood Capital, LLC 0.80% Reduce -11.3% 45,066 $1.7M
Wilbanks Smith & Thomas Asset Management LLC 0.05% Reduce -3.5% 45,047 $1.7M
Kingfisher Capital LLC 0.41% Reduce -2.7% 45,034 $1.7M
Mayflower Financial Advisors, LLC 0.28% Reduce -0.1% 298,386 $1.7M
Herold Advisors, Inc. 0.41% Reduce -5.1% 44,701 $1.7M
Connective Portfolio Management, LLC 2.98% Reduce -49.4% 44,625 $1.7M
Payden & Rygel Investment Group 0.12% — 44,600 $1.7M
Payden & Rygel 0.12% No change 44,600 $1.7M
Flagship Harbor Advisors, LLC 0.11% Reduce -3.4% 44,582 $1.7M
Advisor OS, LLC 0.19% Reduce -0.9% 44,269 $1.7M
Duncker Streett & Co. Inc. 0.33% Reduce -8.5% 44,210 $1.7M
Ballast, Inc. 0.53% Add +2.5% 44,197 $1.7M
Falcon Wealth Planning 0.27% Add +0.2% 44,191 $1.7M
Boothbay Fund Management, LLC 0.05% Add +68.5% 44,035 $1.7M
CSS LLC 0.41% Add +29.5% 43,900 $1.7M
Brady Family Wealth, LLC 0.54% Add +0.0% 43,853 $1.7M
Lineweaver Wealth Advisors, LLC 0.39% Add +6.6% 43,853 $1.7M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.17% Reduce -4.8% 43,839 $1.7M
Exencial Wealth Advisors, LLC 0.06% Reduce -15.1% 43,828 $1.7M
Sunesis Advisors, LLC 0.97% Add +3.2% 43,811 $1.7M
Intellectus Partners, LLC 0.44% Add +0.9% 43,715 $1.7M
Iowa State Bank 0.37% Add +340.1% 43,701 $1.7M
Insigneo Advisory Services, LLC 0.20% Reduce -71.1% 43,599 $1.7M
Parkside Financial Bank & Trust 0.27% Reduce -6.7% 43,552 $1.7M
MWA Asset Management 1.20% Add +5.6% 43,528 $1.7M
Aigen Investment Management, LP 0.36% Add +516.4% 43,344 $1.6M
NBW Capital LLC 0.34% Reduce -3.1% 43,279 $1.6M
CRA Financial Services, LLC 0.36% Reduce -4.5% 43,123 $1.6M
RDA Financial Network 0.56% Add +6.8% 42,820 $1.6M
Westside Investment Management, Inc. 0.39% Add +0.2% 42,831 $1.6M
Leonteq Securities AG 0.22% Add +2720.9% 42,736 $1.6M
Fiduciary Family Office, LLC 0.63% Add +0.9% 42,662 $1.6M
Connecticut Wealth Management, LLC 0.09% Reduce -16.6% 42,545 $1.6M
ABN AMRO Bank N.V. 0.02% Reduce -14.5% 42,435 $1.6M
RB Capital Management, LLC 0.45% Reduce -0.0% 42,393 $1.6M
LVW Advisors, LLC 0.27% Add +19.9% 42,303 $1.6M
Legacy Financial Advisors, Inc. 0.29% Add +5.8% 42,092 $1.6M
Premier Path Wealth Partners, LLC 0.30% Add +5.7% 42,076 $1.6M
FLC Capital Advisors 0.40% Reduce -3.4% 42,073 $1.6M
Ramirez Asset Management, Inc. 0.32% Reduce -4.4% 42,030 $1.6M
Channing Global Advisors, LLC 1.35% Add +1.3% 42,010 $1.6M
Strategic Planning Group, LLC 0.40% Add +10.0% 41,992 $1.6M
Credential Qtrade Securities Inc. 0.09% Add +7.6% 41,942 $1.6M
Jefferies Financial Group Inc. 0.03% Reduce -91.5% 41,872 $1.6M
Coastwise Capital Group, LLC 1.49% Add +5.9% 41,685 $1.6M
Boston Trust Walden Corp 0.01% Reduce -0.9% 41,641 $1.6M
Vise Technologies, Inc. 0.31% Reduce -30.4% 41,592 $1.6M
Bouchey Financial Group, Ltd. 0.15% Reduce -0.3% 41,530 $1.6M
Safeguard Investment Advisory Group, LLC 0.53% Reduce -15.5% 41,434 $1.6M
GYL Financial Synergies, LLC 0.12% Add +4.7% 41,407 $1.6M
Beverly Hills Private Wealth, LLC 0.36% Add +5.1% 41,304 $1.6M
Pegasus Partners Ltd. 0.17% Add +1.2% 41,291 $1.6M
Vident Advisory, LLC 0.03% Add +17.4% 41,262 $1.6M
SkyOak Wealth, LLC 0.37% Reduce -3.1% 41,096 $1.6M
McIlrath & Eck, LLC 0.25% Reduce -3.8% 41,071 $1.6M
Concourse Financial Group Securities, Inc. 0.10% Add +2.1% 40,809 $1.6M
Oarsman Capital, Inc. 0.37% Reduce -4.5% 41,020 $1.6M
Hartford Funds Management Co LLC 0.15% Add +15.2% 41,018 $1.6M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.65% Reduce -4.3% 41,015 $1.6M
Sargent Investment Group, LLC 0.34% Reduce -16.1% 40,983 $1.6M
Infrastructure Capital Advisors, LLC 0.25% Add +582.2% 40,932 $1.6M
E&G Advisors, LLC 0.49% Add +3.3% 40,913 $1.6M
Greenfield Savings Bank 0.81% Add +0.5% 40,855 $1.5M
BigSur Wealth Management LLC 0.49% Add +191.8% 40,850 $1.5M
Csenge Advisory Group 0.09% Reduce -2.0% 40,818 $1.5M
Centaurus Financial, Inc. 0.11% Add +9.2% 40,741 $1.5M
Transamerica Financial Advisors, LLC 0.16% New 40,688 $1.5M
Wynn Capital, LLC 1.19% Reduce -1.7% 40,525 $1.5M
White Pine Capital LLC 0.58% Add +0.5% 41,517 $1.5M
Brooks, Moore & Associates, Inc. 0.98% Reduce -3.8% 40,422 $1.5M
Councilor Wealth, LLC 0.77% Reduce -4.9% 40,412 $1.5M
Select Asset Management & Trust 0.64% No change 40,342 $1.5M
Welch Group, LLC 0.08% Add +47.8% 40,294 $1.5M
Hikari Power Ltd 0.13% No change 40,240 $1.5M
Weaver Capital Management LLC 0.43% Add +1.4% 40,228 $1.5M
Kiley Juergens Wealth Management, LLC 0.47% Add +24.7% 40,204 $1.5M
Baader Bank Aktiengesellschaft 0.12% New 40,188 $1.5M
Souders Financial Advisors 0.24% Reduce -30.2% 40,061 $1.5M
Mitchell Sinkler & Starr 0.38% Reduce -2.3% 40,038 $1.5M
Barbara Oil Co. 0.64% No change 40,000 $1.5M
Grand Jean Capital Management Inc. 0.40% No change 40,000 $1.5M
Biltmore Family Office, LLC 0.30% Add +4.8% 39,991 $1.5M
Mathes Company, Inc. 0.57% Add +0.5% 39,900 $1.5M
Marcum Wealth, LLC 0.15% Reduce -1.8% 39,787 $1.5M
Wesbanco Bank Inc. 0.06% Add +28.0% 39,731 $1.5M
InTrack Investment Management Inc 1.12% Reduce -6.6% 39,651 $1.5M
FUKOKU MUTUAL LIFE INSURANCE Co 0.12% Reduce -4.1% 39,646 $1.5M
Global Financial Private Client, LLC 0.65% Add +0.4% 40,014 $1.5M
SteelPeak Wealth, LLC 0.08% Reduce -73.1% 39,492 $1.5M
Manchester Capital Management LLC 0.18% Add +15.1% 39,402 $1.5M
Strategic Advocates LLC 0.57% Reduce -5.6% 39,323 $1.5M
Pinnacle Wealth Planning Services, Inc. 0.22% Add +2.2% 39,305 $1.5M
DORCHESTER WEALTH MANAGEMENT Co 0.27% Add +5.2% 39,182 $1.5M
Prelude Capital Management, LLC 0.10% Add +65.8% 39,115 $1.5M
Sovereign Financial Group, Inc. 0.39% Reduce -3.4% 39,115 $1.5M
Woodward Diversified Capital, LLC 0.92% Add +6.3% 39,103 $1.5M
LifePro Asset Management 0.98% Reduce -4.5% 39,050 $1.5M
Rehmann Capital Advisory Group 0.11% Add +4.0% 39,001 $1.5M
Magnus Financial Group LLC 0.18% Reduce -6.4% 38,995 $1.5M
E Fund Management Co., Ltd. 0.09% Add +257.1% 38,967 $1.5M
Key Client Fiduciary Advisors, LLC 0.78% Reduce -8.6% 38,929 $1.5M
Schulhoff & Co. Inc. 0.64% Add +3.0% 38,742 $1.5M
Aaron Wealth Advisors LLC 0.21% Add +41.8% 38,714 $1.5M
Pinnacle Holdings, LLC 0.61% No change 38,693 $1.5M
Cullen Investment Group, LTD. 0.23% Add +3.2% 39,249 $1.5M
West Branch Capital LLC 0.59% Add +15.3% 38,453 $1.5M
Curi Capital, LLC 0.03% Reduce -59.7% 38,444 $1.5M
Mosaic Family Wealth Partners, LLC 0.24% Reduce -1.8% 38,429 $1.5M
Earnest Partners LLC 0.01% Reduce -0.5% 38,390 $1.5M
Atlantic Edge Private Wealth Management, LLC 0.50% Add +9.5% 38,381 $1.5M
IMA Advisory Services, Inc. 0.69% New 38,314 $1.5M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -2.5% 38,387 $1.4M
Sabal Trust CO 0.08% Reduce -34.2% 38,109 $1.4M
Quotient Wealth Partners, LLC 0.05% Reduce -10.6% 38,088 $1.4M
Smithfield Trust Co 0.08% Reduce -10.3% 38,028 $1.4M
Fort Sheridan Advisors LLC 0.27% Reduce -0.7% 37,969 $1.4M
Boomfish Wealth Group, LLC 0.96% Reduce -2.0% 37,682 $1.4M
WBH Advisory Inc. 0.15% Reduce -9.8% 37,483 $1.4M
Jmac Enterprises LLC 0.26% Reduce -37.5% 37,474 $1.4M
Millennium Capital Advisors, LLC 1.00% Add +0.1% 37,454 $1.4M
NCP Inc. 0.97% — 37,003 $1.4M
Symmetry Partners, LLC 0.11% No change 37,009 $1.4M
Financial Advocates Investment Management 0.08% Add +6.3% 36,992 $1.4M
Chilton Investment Co. Inc. 0.04% Add +161.2% 36,988 $1.4M
Ostrum Asset Management 0.11% Add +0.7% 36,969 $1.4M
First National Bank & Trust Co. of Newtown 0.28% Reduce -1.6% 36,918 $1.4M
Chicago Partners Investment Group LLC 0.06% Reduce -12.1% 36,302 $1.4M
TrinityPoint Wealth, LLC 0.23% Reduce -2.3% 36,696 $1.4M
Midland Wealth Advisors, LLC 0.09% Reduce -0.8% 36,661 $1.4M
Mill Capital Management, LLC 0.12% No change 36,601 $1.4M
Brown, Lisle/Cummings, Inc. 0.47% Add +0.7% 36,561 $1.4M
Colonial Trust Advisors 0.14% Add +22.5% 36,413 $1.4M
CoreCap Advisors, LLC 0.07% Add +6.3% 36,393 $1.4M
Autumn Glory Partners, LLC 0.67% Add +131.3% 36,357 $1.4M
Sentry Investment Management LLC 0.53% No change 36,252 $1.4M
Edmonds Duncan Registered Investment Advisors, LLC 0.34% No change 36,257 $1.4M
Trust Point Inc. 0.11% Add +6.6% 36,177 $1.4M
&partners 0.19% Add +168.7% 36,166 $1.4M
Sweeney & Michel, LLC 0.61% — 35,541 $1.4M
Blue Edge Capital, LLC 0.23% Reduce -0.2% 36,000 $1.4M
Provenance Wealth Advisors, LLC 0.19% Add +2.5% 35,963 $1.4M
Prudent Man Advisors, LLC 0.51% Reduce -4.9% 35,929 $1.4M
Bragg Financial Advisors, Inc 0.06% Reduce -11.8% 35,861 $1.4M
3Chopt Investment Partners, LLC 0.56% Add +3.0% 35,849 $1.4M
Granger Management LLC 0.27% Add +21.4% 35,717 $1.4M
Epacria Capital Partners, LLC 0.99% No change 35,680 $1.4M
Tobam 0.12% Reduce -4.3% 35,589 $1.4M
Aspen Investment Management Inc 0.68% Reduce -1.1% 35,552 $1.3M
Wealth Management Associates, Inc. 0.63% Reduce -5.4% 33,844 $1.3M
Full Sail Capital, LLC 0.09% No change 35,380 $1.3M
TLWM 0.30% Reduce -2.2% 35,336 $1.3M
Cape Ann Savings Bank 0.84% Add +0.7% 35,330 $1.3M
Coastal Bridge Advisors, LLC 0.31% No change 35,325 $1.3M
Daymark Wealth Partners, LLC 0.07% Add +16.4% 35,298 $1.3M
Calamos Wealth Management LLC 0.08% Reduce -11.8% 35,252 $1.3M
US Asset Management LLC 1.20% Reduce -1.9% 35,213 $1.3M
Prestige Wealth Management Group LLC 0.29% Reduce -30.7% 35,204 $1.3M
Kelleher Financial Advisors 0.55% Reduce -10.0% 35,194 $1.3M
SignalPoint Asset Management, LLC 0.37% Reduce -0.0% 35,163 $1.3M
GM Advisory Group, LLC 0.09% Add +38.2% 35,121 $1.3M
Fee-Only Financial Planning, L.C. 0.90% Reduce -2.2% 35,117 $1.3M
MeadowBrook Investment Advisors LLC 1.26% Reduce -6.4% 35,070 $1.3M
American National Bank & Trust Co. 0.31% — 34,871 $1.3M
Krilogy Financial LLC 0.10% Add +5.7% 34,773 $1.3M
Avestar Capital, LLC 0.15% Add +30.8% 34,554 $1.3M
Princeton Capital Management LLC 0.48% Reduce -0.7% 34,751 $1.3M
Sherbrooke Park Advisers LLC 0.26% Add +77.8% 34,668 $1.3M
Main Street Financial Solutions, LLC 0.14% Add +24.5% 34,580 $1.3M
Buttonwood Financial Advisors Inc. 0.61% Reduce -0.8% 34,389 $1.3M
Campbell Newman Asset Management Inc. 0.11% Reduce -59.3% 34,350 $1.3M
Burke & Herbert Bank & Trust Co. 0.98% Reduce -3.7% 34,291 $1.3M
Arkadios Wealth Advisors 0.10% Reduce -20.8% 34,231 $1.3M
Ellsworth Advisors, LLC 0.37% Add +6.3% 36,223 $1.3M
Apriem Advisors 0.16% Add +8.6% 34,120 $1.3M
Farther Finance Advisors, LLC 0.08% Add +25.8% 34,306 $1.3M
Sepio Capital, LP 0.11% Reduce -2.3% 33,934 $1.3M
Veltria Advisors Corp. 0.33% Add +263.4% 33,897 $1.3M
Kahn Brothers Group Inc. 0.19% Reduce -17.3% 33,901 $1.3M
Avenir Corp. 0.11% Reduce -93.8% 33,816 $1.3M
Pasadena Private Wealth, LLC 0.29% Reduce -2.6% 33,788 $1.3M
IFG Advisory, LLC 0.10% Reduce -7.7% 33,673 $1.3M
Bright Futures Wealth Management, LLC. 0.69% — 32,417 $1.3M
Hilltop Holdings Inc. 0.14% Reduce -0.2% 33,499 $1.3M
Intrinsic Value Partners, LLC 1.35% Reduce -0.9% 33,473 $1.3M
Modern Wealth Management, LLC 0.12% Add +16.7% 33,252 $1.3M
Geneos Wealth Management Inc. 0.06% Reduce -7.2% 33,233 $1.3M
Personal Cfo Solutions, LLC 0.20% Add +13.4% 32,967 $1.3M
Auxano Advisors, LLC 0.36% Add +20.4% 32,947 $1.2M
Aurora Private Wealth, Inc. 1.08% Add +0.5% 33,267 $1.2M
Raelipskie Partnership 0.71% Reduce -3.2% 32,757 $1.2M
Iron Gate Global Advisors LLC 0.22% Reduce -95.4% 32,925 $1.2M
Johnson & White Wealth Management, LLC 0.90% Add +6.8% 32,639 $1.2M
First National Bank Sioux Falls 0.68% Reduce -0.1% 32,638 $1.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.03% Reduce -26.8% 32,540 $1.2M
Sugarloaf Wealth Management, LLC 0.26% Reduce -1.3% 32,465 $1.2M
Burns J W & Co. Inc. 0.17% Reduce -10.6% 32,411 $1.2M
Proffitt & Goodson Inc. 0.22% Reduce -1.9% 32,370 $1.2M
First PREMIER Bank 0.32% Reduce -0.6% 32,335 $1.2M
Breakwater Capital Group 0.31% Add +4.3% 32,076 $1.2M
Community Bank & Trust, Waco, Texas 0.30% Add +0.0% 32,065 $1.2M
Monterey Private Wealth, Inc. 0.48% Add +0.4% 31,843 $1.2M
Sunbelt Securities, Inc. 0.13% Add +6.0% 31,791 $1.2M
CFS Investment Advisory Services, LLC 0.20% Reduce -0.1% 31,788 $1.2M
Shepherd Financial Partners LLC 0.16% Add +0.5% 31,753 $1.2M
Duality Advisers, LP 0.12% Reduce -81.5% 31,615 $1.2M
City Holding Co. 0.18% Reduce -9.9% 31,613 $1.2M
KKM Financial LLC 0.58% Reduce -3.9% 31,460 $1.2M
Founders Financial Alliance, LLC 0.36% Reduce -1.6% 31,450 $1.2M
American National Bank & Trust 0.16% Add +60.4% 31,443 $1.2M
Meridian Wealth Management, LLC 0.20% Reduce -5.2% 31,384 $1.2M
Iams Wealth Management, LLC 0.73% Reduce -4.1% 34,673 $1.2M
Sutton Place Investors LLC 0.59% Add +9.1% 31,188 $1.2M
Palumbo Wealth Management LLC 0.53% Add +7.7% 31,172 $1.2M
Paragon Financial Partners, Inc. 0.97% Add +0.1% 31,161 $1.2M
Ullmann Wealth Partners Group, LLC 0.18% Add +2.2% 31,159 $1.2M
Canopy Partners, LLC 0.58% Add +8.4% 31,146 $1.2M
Circle Wealth Management, LLC 0.03% Add +2.4% 31,143 $1.2M
Oder Investment Management, LLC 1.10% Add +3.7% 31,005 $1.2M
Grant/GrossMendelsohn, LLC 0.55% Reduce -39.7% 31,160 $1.2M
Greenline Partners, LLC 0.19% No change 30,754 $1.2M
CX Institutional 0.06% Add +62.1% 30,671 $1.2M
Fidelis Capital Partners, LLC 0.18% Add +63.6% 30,630 $1.2M
Kidder Stephen W 0.37% No change 30,565 $1.2M
First Wilshire Securities Management Inc. 0.34% Reduce -2.1% 30,562 $1.2M
NCM Capital Management, LLC 0.65% Add +0.4% 30,483 $1.2M
Paragon Capital Management LLC 0.62% Reduce -1.5% 30,479 $1.2M
Barrett & Company, Inc. 0.55% No change 30,467 $1.2M
Keystone Financial Group 0.17% Add +10.1% 30,451 $1.2M
Nicholas Hoffman & Company, LLC. 0.06% Reduce -14.7% 30,421 $1.2M
Central Pacific Bank - Trust Division 0.15% — 30,729 $1.2M
VELA Investment Management, LLC 0.42% Reduce -1.0% 30,392 $1.2M
Pathway Financial Advisers, LLC 0.41% Reduce -2.5% 30,262 $1.1M
Parkside Investments, LLC 0.18% No change 30,220 $1.1M
BLB&B Advisors, LLC 0.06% Reduce -0.8% 30,174 $1.1M
Tempus Wealth Planning, LLC 0.50% Reduce -0.1% 30,156 $1.1M
Tyler-Stone Wealth Management 0.51% Reduce -5.6% 30,081 $1.1M
Horrell Capital Management, Inc. 0.32% Add +0.5% 30,061 $1.1M
Waycross Partners, LLC 0.20% No change 30,000 $1.1M
Allen Capital Group, LLC 0.16% Reduce -2.3% 29,862 $1.1M
Seneca House Advisors 0.49% Reduce -7.9% 29,848 $1.1M
GFG Capital, LLC 0.29% Reduce -0.3% 29,831 $1.1M
IPG Investment Advisors LLC 0.25% Reduce -8.2% 29,828 $1.1M
Strategic Advisors LLC 0.22% Reduce -21.8% 29,810 $1.1M
Aviso Wealth Management 0.71% Add +9.8% 29,804 $1.1M
Wealth Architects, LLC 0.15% Reduce -0.4% 29,797 $1.1M
Quent Capital, LLC 0.13% Add +3.6% 29,760 $1.1M
Mechanics Bank Trust Department 0.17% Reduce -5.7% 29,667 $1.1M
Haverford Trust Co 0.01% Add +5.9% 29,628 $1.1M
Good Life Advisors, LLC 0.10% Reduce -0.4% 29,574 $1.1M
Mather Group, Llc. 0.02% Reduce -2.8% 33,125 $1.1M
Aletheian Wealth Advisors LLC 0.60% Add +29.7% 29,398 $1.1M
Annis Gardner Whiting Capital Advisors, LLC 0.40% Add +19.9% 29,341 $1.1M
Operose Advisors LLC 0.38% Add +45.0% 29,342 $1.1M
Next Level Private LLC 0.51% Reduce -2.1% 29,284 $1.1M
Sit Investment Associates Inc. 0.03% No change 29,271 $1.1M
Headlands Technologies LLC 0.27% Reduce -77.8% 29,269 $1.1M
Evoke Wealth, LLC 0.03% New 29,241 $1.1M
Cubic Asset Management, LLC 0.26% Add +4.1% 29,132 $1.1M
Armstrong Advisory Group, Inc. 0.11% No change 32,747 $1.1M
Central Valley Advisors, LLC 0.57% Reduce -0.8% 29,023 $1.1M
Chesapeake Wealth Management 0.40% Reduce -4.6% 28,906 $1.1M
Pure Financial Advisors, LLC 0.03% Reduce -1.9% 28,834 $1.1M
Navalign, LLC 0.36% Add +4.7% 28,777 $1.1M
Mitchell & Pahl Private Wealth, LLC 0.57% Reduce -6.9% 28,767 $1.1M
Kovack Advisors, Inc. 0.13% Add +0.8% 28,754 $1.1M
Augustine Asset Management Inc. 0.45% Reduce -28.9% 28,670 $1.1M
Cypress Capital Group 0.13% Reduce -6.9% 28,660 $1.1M
Brooklyn Investment Group 0.47% Add +3.4% 28,880 $1.1M
Heritage Wealth Advisors 0.05% Reduce -3.2% 28,534 $1.1M
Journey Advisory Group, LLC 0.13% Add +5.4% 28,516 $1.1M
Greenwich Wealth Management LLC 0.09% Reduce -3.3% 28,520 $1.1M
PFG Advisors 0.08% Reduce -9.5% 28,315 $1.1M
Hedges Asset Management LLC 0.75% Add +11.9% 28,300 $1.1M
McLean Asset Management Corp 0.37% Reduce -1.0% 28,295 $1.1M
Titleist Asset Management, LLC 0.19% Add +12.6% 28,135 $1.1M
WealthPLAN Partners, LLC 0.11% Add +161.8% 28,109 $1.1M
Integrated Investment Consultants, LLC 0.29% Add +13.5% 27,941 $1.1M
HC Advisors, LLC 0.50% Add +122.5% 27,892 $1.1M
Integral Investment Advisors, Inc. 0.44% Add +251.1% 27,862 $1.1M
Two Sigma Securities, LLC 0.05% Reduce -90.3% 27,776 $1.1M
Cannell & Spears LLC 0.02% Reduce -0.4% 27,700 $1.1M
Winthrop Advisory Group LLC 0.15% Reduce -4.6% 27,680 $1.0M
Orion Capital Management LLC 0.56% Reduce -2.1% 27,629 $1.0M
Accent Capital Management, LLC 0.90% No change 27,627 $1.0M
Van Cleef Asset Management,Inc 0.13% Reduce -1.8% 27,596 $1.0M
Samalin Investment Counsel, LLC 0.50% Reduce -1.1% 27,525 $1.0M
Denali Advisors LLC 0.31% Reduce -6.1% 27,500 $1.0M
Physicians Financial Services, Inc. 0.37% No change 27,451 $1.0M
KPP Advisory Services LLC 0.29% Add +10.5% 27,445 $1.0M
FinTrust Capital Advisors, LLC 0.20% Add +18.2% 27,414 $1.0M
Buckhead Capital Management LLC 0.35% Reduce -0.5% 27,363 $1.0M
Horizon Kinetics Asset Management LLC 0.02% Reduce -1.4% 27,275 $1.0M
Roman Butler Fullerton & Co. 0.39% Reduce -11.4% 27,412 $1.0M
Mittelman Wealth Management 0.70% — 27,183 $1.0M
Beacon Financial Advisory LLC 0.50% Add +14.3% 27,173 $1.0M
OneAscent Financial Services LLC 0.11% Add +1.6% 26,990 $1.0M
Wilmington Savings Fund Society, FSB 0.04% — 27,138 $1.0M
Harbour Investments, Inc. 0.04% Add +23.4% 27,130 $1.0M
Strategic Investment Advisors / MI 0.13% Add +10.3% 27,102 $1.0M
Precedent Wealth Partners, LLC 0.44% Add +10.9% 27,057 $1.0M
Mark Asset Management LP 0.14% Reduce -9.2% 27,029 $1.0M
Liberty Wealth Management LLC 0.20% Reduce -1.0% 26,972 $1.0M
Alpha Omega Wealth Management LLC 0.19% Reduce -6.9% 26,916 $1.0M
Accurate Wealth Management, LLC 0.30% Reduce -2.6% 27,504 $1.0M
Clear Harbor Asset Management, LLC 0.09% Reduce -3.1% 26,774 $1.0M
Garner Asset Management Corp 0.38% Add +3.1% 26,724 $1.0M
Smartleaf Asset Management LLC 0.20% Add +69.3% 26,658 $1.0M
Chiron Capital Management, LLC 0.91% Reduce -35.9% 26,550 $1.0M
1834 Investment Advisors Co. 0.12% Reduce -53.2% 26,504 $1.0M
Ayalon Insurance Comp Ltd. 0.33% Add +3.7% 26,452 $1.0M
Sippican Capital Advisors 0.78% Reduce -7.0% 26,405 $1.0M
Washington Capital Management, Inc. 0.81% Reduce -6.2% 26,355 $999K
Rossmore Private Capital 0.13% Reduce -0.7% 26,345 $999K
Columbia Asset Management 0.20% No change 29,664 $999K
Lanark Financial, Inc. 0.09% Reduce -74.4% 26,366 $999K
Silverlake Wealth Management LLC 0.51% Add +54.4% 26,273 $996K
Tectonic Advisors LLC 0.08% Add +2.7% 26,245 $995K
Baker Avenue Asset Management, LP 0.04% Reduce -12.2% 26,238 $995K
Covenant Asset Management, LLC 0.24% Reduce -9.8% 26,216 $994K
Murphy, Middleton, Hinkle & Parker, Inc. 0.58% Reduce -0.8% 26,197 $993K
TruWealth Advisors, LLC 0.07% Reduce -7.0% 26,180 $993K
Lowe Brockenbrough & Co. Inc. 0.07% Reduce -2.1% 25,866 $987K
Shayne & Jacobs, LLC 0.27% Add +51.9% 25,994 $986K
Lawson Kroeker Investment Management Inc. 0.19% No change 25,934 $983K
Avidian Wealth Enterprises, LLC 0.05% Add +24.6% 25,864 $981K
Wealth Effects LLC 0.36% Reduce -11.3% 25,751 $976K
Bridgewater Advisors Inc. 0.15% Add +6.0% 25,733 $976K
Rather & Kittrell, Inc. 0.29% Add +0.5% 25,701 $975K
Rappaport Reiches Capital Management, LLC 0.30% Add +0.3% 25,674 $974K
Aprio Wealth Management, LLC 0.19% Add +5.6% 25,658 $973K
ICA Group Wealth Management, LLC 0.19% Add +34.9% 25,632 $972K
First Command Advisory Services, Inc. 0.01% Reduce -2.4% 25,627 $972K
SPC Financial, Inc. 0.09% Reduce -7.3% 25,577 $970K
Lantern Wealth Advisors, LLC 0.68% Add +0.1% 25,532 $968K
Stonegate Investment Group, LLC 0.03% Add +2.0% 25,490 $967K
Schear Investment Advisers, LLC 0.78% Reduce -35.8% 25,453 $965K
Kathmere Capital Management, LLC 0.11% Add +26.1% 25,417 $964K
Naples Global Advisors, LLC 0.10% Add +1.6% 25,325 $960K
Mosaic Financial Group, LLC 0.77% — 25,321 $960K
Relative Value Partners Group, LLC 0.06% Add +0.6% 28,179 $958K
Old Mission Investment Co LLC 0.32% Reduce -0.5% 25,238 $957K
Freedom Investment Management, Inc. 0.08% Add +10.6% 25,200 $956K
Field & Main Bank 0.37% Reduce -1.0% 25,145 $953K
Wayfinding Financial, LLC 0.56% Add +0.9% 25,291 $953K
Graves Light Lenhart Wealth, Inc. 0.11% Reduce -0.4% 25,068 $951K
Corundum Group, Inc. 0.46% Add +83.0% 25,016 $949K
Vectors Research Management, LLC 0.27% No change 25,000 $948K
Altshuler Shaham Ltd 0.04% Reduce -17.9% 24,968 $947K
Keynote Financial Services LLC 0.80% — 24,899 $944K
Independent Investors Inc. 0.23% Reduce -1.0% 24,880 $943K
Mitchell Capital Management Co. 0.18% Add +4.5% 24,869 $943K
Everhart Financial Group, Inc. 0.27% Add +25.6% 24,862 $943K
Callan Capital, LLC 0.08% Add +18.5% 24,852 $942K
Spirit of America Management Corp. 0.19% No change 24,850 $942K
Uncommon Cents Investing LLC 0.29% Add +0.2% 24,766 $939K
Nicolet Advisory Services, LLC 0.10% Add +25.2% 24,812 $936K
Westmount Partners, LLC 0.34% Add +4.9% 24,638 $934K
Advisory Alpha, LLC 0.04% Add +6.0% 24,461 $928K
Arkfeld Wealth Strategies, L.L.C. 0.51% Reduce -0.7% 25,302 $927K
American Capital Advisory, LLC 0.81% Reduce -31.1% 32,332 $925K
Advus Financial Partners, LLC 0.29% Reduce -0.8% 24,348 $923K
Insight Advisors, LLC/ PA 0.18% Add +132.9% 24,274 $920K
Crumly & Associates Inc. 0.24% Reduce -0.5% 24,219 $918K
Colonial River Investments, LLC 0.52% Add +5.0% 24,140 $915K
WNY Asset Management, LLC 0.14% Reduce -8.3% 24,130 $915K
Catalyst Financial Partners LLC 0.24% Add +11.3% 25,957 $914K
Sawgrass Asset Management LLC 0.10% Add +6.4% 24,094 $914K
Stableford Capital II LLC 0.37% Reduce -5.5% 24,068 $913K
MRP Capital Investments, LLC 0.91% Add +21.3% 24,050 $912K
Cornerstone Advisory, LLC 0.13% Reduce -7.1% 24,046 $912K
Pacific Wealth Strategies Group, Inc. 0.76% Add +12.9% 24,037 $911K
Mairs & Power Inc. 0.01% Reduce -4.3% 24,033 $911K
Intrepid Financial Planning Group LLC 0.39% No change 24,023 $911K
Perennial Investment Advisors, LLC 0.14% Reduce -1.1% 24,021 $911K
Fortitude Advisory Group L.L.C. 0.51% Reduce -0.4% 24,016 $911K
Fishman Jay A Ltd. 0.10% Reduce -61.1% 24,000 $910K
Clough Capital Partners L P 0.10% No change 24,000 $910K
CMT Capital Markets Trading GmbH 0.41% Add +139.7% 23,973 $909K
Key Financial Inc 0.23% No change 23,835 $904K
Blueprint Investment Partners LLC 0.18% Add +100.6% 23,834 $904K
Bank of Marin 0.80% Reduce -3.7% 23,817 $903K
Everpar Advisors LLC 0.55% Reduce -31.4% 23,812 $903K
Voya Financial Advisors, Inc. 0.10% Add +6.0% 23,860 $902K
PFC Capital Group, Inc. 0.48% Reduce -10.2% 23,741 $900K
Harbor Advisory Corp. 0.31% No change 23,695 $899K
Fuller & Thaler Asset Management, Inc. 0.00% No change 23,641 $896K
StoneX Group Inc. 0.08% Add +1.7% 23,478 $896K
Accredited Investors Inc. 0.06% Add +0.0% 23,592 $895K
Willis Johnson & Associates, Inc. 0.08% Add +62.5% 23,569 $894K
Unionview, LLC 0.74% No change 23,525 $892K
Journey Strategic Wealth LLC 0.04% Add +32.8% 23,515 $892K
Legacy Capital Group California, Inc. 0.33% Add +124.6% 23,484 $891K
Moody LYNN Lieberson & Walker, LLC 0.06% No change 23,449 $889K
Pitti Group Wealth Management, LLC 0.99% Reduce -4.0% 24,450 $889K
Ramiah Investment Group 0.83% Reduce -7.6% 23,364 $886K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +95.5% 23,329 $885K
McGlone Suttner Wealth Management, Inc. 0.17% Add +15.5% 23,309 $884K
Abundance Wealth Counselors 0.20% Add +3.7% 23,280 $883K
WoodTrust Financial Corp 0.14% Add +185.6% 23,230 $881K
Curbstone Financial Management Corp 0.19% Reduce -2.5% 23,192 $879K
Monograph Wealth Advisors, LLC 0.13% New 23,130 $877K
Court Place Advisors, LLC 0.28% Reduce -31.8% 23,009 $872K
MJP Associates Inc. 0.19% Add +13.0% 22,945 $870K
Cassaday & Co Wealth Management LLC 0.03% Reduce -0.1% 22,832 $866K
Houlihan Financial Resource Group, Ltd. 0.39% Add +0.4% 22,813 $865K
Aviance Capital Partners, LLC 0.13% Add +55.0% 22,770 $863K
Aerodigm Wealth, LLC 0.35% New 22,769 $863K
Gradient Capital Advisors, LLC 0.32% Reduce -7.4% 22,739 $862K
Citadel Investment Advisory, Inc. 0.49% Reduce -4.5% 22,665 $859K
Sentinel Trust Co. Lba 0.11% No change 22,618 $858K
Lansing Street Advisors 0.39% Add +18.7% 22,610 $857K
Valmark Advisers, Inc. 0.01% Add +2.8% 22,555 $855K
Brave Warrior Advisors 0.02% No change 22,532 $854K
Beacon Investment Advisory Services, Inc. 0.04% Reduce -17.2% 22,514 $854K
Brasada Capital Management, LP 0.15% Reduce -30.8% 22,500 $853K
Auto-Owners Insurance Co 0.02% No change 22,373 $848K
Edge Wealth Management LLC 0.18% Reduce -2.2% 22,334 $847K
LBMC Investment Advisors, LLC 0.07% Add +0.3% 22,252 $844K
Capital Square, LLC 0.60% Add +2.3% 22,233 $843K
Delta Financial Group, Inc. 0.25% Reduce -11.1% 22,241 $843K
Centennial Bank 0.43% Reduce -18.4% 22,116 $839K
Eudaimonia Advisors LLC 0.45% Reduce -1.8% 22,086 $838K
Strategic Blueprint, LLC 0.06% Add +48.2% 22,057 $836K
PDS Planning, Inc 0.09% Add +8.5% 22,056 $836K
Nations Financial Group Inc, /Ia/ 0.07% Add +3.0% 22,043 $836K
West Paces Advisors Inc. 0.22% Reduce -1.2% 21,862 $829K
Main Street Research LLC 0.06% Add +227.6% 21,716 $823K
ERn Financial, LLC 0.14% Add +0.7% 21,682 $822K
PFW Advisors LLC 0.25% Reduce -1.1% 21,628 $820K
Steele Capital Management, Inc. 0.05% Reduce -0.3% 21,522 $816K
Baldwin Investment Management, LLC 0.11% Add +4.0% 21,520 $816K
AdvisorNet Financial, Inc 0.08% Add +10.5% 21,511 $816K
Cottage Street Advisors LLC 0.49% Add +0.0% 21,507 $816K
Parisi Gray Wealth Management 0.30% Reduce -0.1% 21,446 $813K
Aft, Forsyth & Sober, LLC 0.29% No change 21,440 $813K
Old West Investment Management, LLC 0.41% No change 21,426 $812K
Madison Wealth Partners, Inc 0.29% Reduce -17.4% 21,420 $812K
Skyline Advisors, Inc. 0.36% No change 21,411 $812K
Benchmark Financial Wealth Advisors, LLC 0.31% Add +4.3% 21,394 $811K
New Hampshire Trust 0.19% Reduce -1.1% 21,301 $808K
TCV Trust & Wealth Management, Inc. 0.08% No change 21,293 $807K
Bank of Stockton 0.25% No change 21,270 $807K
Peoples Bank 0.45% Reduce -5.5% 21,262 $806K
Clearview Wealth Advisors LLC 0.82% Reduce -3.6% 21,131 $801K
Marshall Financial Group, LLC 0.23% Reduce -5.4% 21,110 $800K
Deseret Mutual Benefit Administrators 0.40% Add +2.8% 21,078 $799K
Catalina Capital Group, LLC 0.34% Add +229.5% 21,046 $798K
Summit Asset Management, LLC 0.09% Add +8.5% 21,033 $798K
Bigelow Investment Advisors, LLC 0.39% Add +0.7% 20,994 $796K
Meeder Asset Management Inc. 0.05% Add +10.9% 20,947 $794K
LGT Fund Management Co Ltd. 0.33% New 20,746 $787K
Allstate Corp. 0.06% Reduce -6.0% 20,678 $784K
Alps Advisors Inc. 0.01% Reduce -36.5% 20,663 $784K
Sweet Financial Partners, LLC 0.18% Add +5.8% 20,659 $783K
Peoples Financial Services Corp. 0.34% Reduce -12.9% 20,660 $783K
FourThought Financial Partners, LLC 0.09% No change 20,651 $783K
Moneco Advisors, LLC 0.12% Reduce -19.9% 20,639 $783K
Adirondack Trust Co. 0.33% Reduce -1.7% 20,559 $779K
Opinicus Capital, Inc. 0.69% Reduce -1.5% 20,474 $776K
Miramar Capital, LLC 0.20% Reduce -11.2% 20,514 $776K
Alera Investment Advisors, LLC 0.10% New 20,417 $774K
Altfest L J & Co. Inc. 0.11% Add +0.5% 20,405 $774K
TCI Wealth Advisors, Inc. 0.08% Add +5.5% 20,411 $774K
LMG Wealth Partners, LLC 0.19% Reduce -2.9% 20,386 $773K
Wendell David Associates Inc. 0.08% Reduce -2.9% 20,385 $773K
Councilmark Asset Management, LLC 0.56% — 20,333 $771K
Finivi Inc. 0.70% Reduce -0.8% 20,316 $770K
Towne Trust Company, N.A 0.28% Add +42.1% 20,315 $770K
Calton & Associates, Inc. 0.38% Reduce -19.6% 20,277 $769K
Westhampton Capital, LLC 0.42% Reduce -0.5% 20,204 $766K
Benedetti & Gucer, Inc. 0.38% Reduce -24.0% 20,191 $766K
TrinityBridge Ltd 0.03% No change 20,200 $766K
M&R Capital Management Inc. 0.19% Reduce -36.0% 20,193 $766K
Inspirion Wealth Advisors, LLC 0.13% Add +3.5% 20,178 $765K
Intrua Financial, LLC 0.12% Reduce -31.1% 20,158 $764K
Crew Capital Management, Ltd 0.62% New 20,152 $764K
Waterfront Wealth Inc. 0.21% Add +0.5% 20,110 $764K
Tradewinds, LLC. 0.36% — 20,109 $763K
Advent Capital Management 1.08% New 20,000 $758K
MSA Advisors, LLC 0.23% Reduce -50.0% 20,000 $758K
Quattro Financial Advisors LLC 0.22% Add +58723.5% 20,000 $758K
BTC Capital Management, Inc. 0.07% — 20,000 $758K
Anson Funds Management LP 0.06% New 20,000 $758K
Rogco, LP 0.31% Add +17.8% 19,999 $758K
Howard Capital Management Group, LLC 0.06% Add +20.9% 19,988 $758K
Private Wealth Partners, LLC 0.06% Add +51.1% 19,962 $757K
LexAurum Advisors, LLC 0.19% Reduce -0.1% 19,955 $757K
Wealth Alliance, LLC 0.10% Reduce -4.9% 19,939 $756K
OneAscent Wealth Management LLC 0.29% Reduce -2.3% 19,793 $755K
CKW Financial Group 0.10% Add +1.5% 20,069 $753K
Emprise Bank 0.51% — 19,845 $753K
Summit Global Investments 0.06% Add +22.9% 19,841 $752K
Lederer & Associates Investment Counsel 0.52% No change 19,783 $750K
X-Square Capital, LLC 0.36% Reduce -6.4% 20,263 $750K
RW Investment Management LLC 0.10% Reduce -8.9% 19,723 $748K
Girard Partners LTD. 0.07% Reduce -7.6% 19,624 $744K
JARISLOWSKY, FRASER Ltd 0.00% Reduce -8.0% 19,587 $743K
Kearns & Associates LLC 0.57% No change 19,500 $739K
180 Wealth Advisors, LLC 0.13% Reduce -7.0% 19,428 $737K
Life Planning Partners, Inc 0.73% Reduce -0.0% 19,402 $736K
Fullerton Fund Management Co Ltd. 0.03% New 19,300 $732K
Atlanta Consulting Group Advisors, LLC 0.25% — 19,275 $731K
Keel Point, LLC 0.08% Reduce -2.5% 19,274 $731K
Summit Financial, LLC 0.04% Reduce -11.8% 19,257 $730K
JNBA Financial Advisors 0.08% Reduce -7.0% 19,242 $730K
SOA Wealth Advisors, LLC. 0.15% Add +5.3% 19,231 $729K
Composition Wealth, LLC 0.02% Add +2.1% 19,229 $729K
Black Diamond Financial, LLC 0.20% No change 21,635 $728K
Drive Wealth Management, LLC 0.20% Reduce -6.7% 19,179 $727K
Worth Financial Advisory Group, LLC 0.50% Add +0.5% 19,175 $727K
Moloney Securities Asset Management, LLC 0.11% Reduce -9.8% 19,157 $726K
Accel Wealth Management 0.31% Reduce -0.2% 19,135 $726K
MIdWestOne Financial Group, Inc. 0.13% Reduce -25.7% 19,109 $725K
AIMZ Investment Advisors, LLC 0.27% Reduce -5.3% 19,089 $724K
TAGStone Capital, Inc. 0.42% Add +0.6% 19,057 $723K
LVM Capital Management Ltd. 0.09% Reduce -3.8% 19,061 $723K
Quadrant Private Wealth Management, LLC 0.18% Reduce -2.6% 19,042 $722K
Oakworth Capital, Inc. 0.05% Reduce -1.0% 19,033 $722K
Burkett Financial Services, LLC 0.37% Add +0.7% 18,995 $720K
Carl P. Sherr & Co., LLC 0.40% Add +0.1% 18,936 $718K
DF Dent & Co. Inc. 0.01% Reduce -4.3% 18,931 $718K
Allegheny Financial Group 0.22% Reduce -13.3% 18,878 $716K
Wealthspire Retirement, LLC 0.06% Add +15.7% 18,820 $714K
Campbell & CO Investment Adviser LLC 0.06% Reduce -41.9% 18,804 $713K
Caldwell Sutter Capital, Inc. 0.34% Reduce -5.0% 18,791 $713K
Gerber Kawasaki Wealth & Investment Management 0.04% Add +53.7% 18,787 $712K
New Millennium Group LLC 0.54% Reduce -9.4% 18,787 $712K
Founders Capital Management, LLC 0.13% No change 18,785 $712K
Acropolis Investment Management, LLC 0.05% Reduce -11.4% 18,741 $711K
Capital Planning Advisors, LLC 0.12% Add +2.4% 18,673 $708K
New Republic Capital, LLC 0.45% Add +7.0% 18,503 $706K
Navellier & Associates Inc. 0.09% Add +57.9% 18,544 $703K
Impax Asset Management Group plc 0.00% Reduce -89.0% 18,500 $702K
Cherry Creek Investment Advisors, Inc. 0.38% Reduce -0.8% 18,448 $700K
RFG Advisory, LLC 0.02% Add +2.2% 18,438 $699K
Pin Oak Investment Advisors Inc. 0.67% Reduce -2.1% 18,446 $699K
Bennett Selby Investments LP 0.33% Reduce -0.1% 18,407 $698K
Knights of Columbus Asset Advisors LLC 0.05% New 18,349 $696K
Copperwynd Financial, LLC 0.25% Add +0.1% 18,329 $695K
Nilsine Partners, LLC 0.09% Add +20.3% 18,318 $695K
Leisure Capital Management 0.35% Reduce -1.4% 18,313 $694K
Allen Mooney & Barnes Investment Advisors LLC 0.13% Reduce -7.1% 19,089 $694K
Marble Harbor Investment Counsel, LLC 0.08% No change 18,275 $693K
JT Stratford LLC 0.14% Reduce -7.3% 18,271 $693K
Grandview Asset Management LLC 0.31% Reduce -0.5% 18,213 $691K
Prentice Wealth Management LLC 0.24% Add +6.2% 18,218 $691K
Fca Corp. 0.22% No change 18,201 $690K
Alta Advisers Ltd 0.34% No change 18,200 $690K
Hall Capital Management Co. Inc. 0.34% Reduce -3.9% 18,195 $690K
Cyndeo Wealth Partners, LLC 0.06% Add +2.1% 18,169 $689K
Kanawha Capital Management LLC 0.06% Add +18.2% 18,144 $688K
Headinvest, LLC 0.13% Reduce -5.0% 18,117 $687K
High Net Worth Advisory Group LLC 0.22% Add +13.8% 18,095 $686K
Vaughan David Investments LLC 0.02% Reduce -8.7% 18,084 $686K
BIP Wealth, LLC 0.05% Add +0.7% 18,079 $686K
TBH Global Asset Management, LLC 0.14% Add +10.9% 18,033 $684K
Terril Brothers, Inc. 0.24% Reduce -0.6% 17,983 $682K
Confluence Wealth Services, Inc. 0.06% Add +43.0% 17,964 $681K
Lathrop Investment Management Co. 0.13% No change 17,955 $681K
Patten Group, Inc. 0.17% Reduce -0.8% 17,951 $681K
iA Global Asset Management Inc. 0.01% Reduce -97.6% 17,940 $680K
Canvas Wealth Advisors, LLC 0.23% Reduce -6.1% 19,278 $679K
Keudell/Morrison Wealth Management 0.21% Add +1.0% 17,908 $679K
Investors Research Corp 0.16% Reduce -6.3% 17,879 $678K
Firethorn Wealth Partners, LLC 0.40% Add +0.8% 17,872 $678K
Hara Capital LLC 0.41% Reduce -3.3% 17,812 $675K
W.G. Shaheen & Associates DBA Whitney & Co 0.08% No change 17,808 $675K
Old Port Advisors 0.21% Reduce -3.8% 17,762 $674K
Angeles Investment Advisors, LLC 0.04% Add +14.3% 17,726 $672K
Tranquility Partners, LLC 0.26% Reduce -5.1% 17,716 $672K
Benjamin Edwards Inc. 0.13% Reduce -34.4% 17,686 $671K
Relyea Zuckerberg Hanson LLC 0.12% Reduce -0.9% 17,654 $669K
Clear Investment Research, LLC 0.90% Add +0.1% 17,634 $669K
Harmony Asset Management LLC 0.28% Reduce -68.7% 17,617 $668K
Hartline Investment Corp./ 0.12% New 17,607 $668K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.12% Reduce -3.2% 17,607 $668K
Cyrus J. Lawrence, LLC 0.15% — 17,570 $666K
Pursue Wealth Partners LLC 0.39% Reduce -40.5% 17,556 $666K
CYBER HORNET ETFs LLC 0.80% Reduce -2.7% 17,720 $665K
Albert D Mason Inc. 0.41% Reduce -1.6% 17,501 $664K
Bell Bank 0.06% Add +10.3% 17,376 $659K
Gilbert & Cook, Inc. 0.09% Reduce -0.1% 17,370 $659K
Strategic Wealth Partners, Ltd. 0.07% Add +46.7% 17,332 $657K
Community Bank, N.A. 0.09% Reduce -6.3% 17,303 $656K
Mechanics Financial Corp 0.34% Add +5.2% 17,280 $655K
Wealthstar Advisors, LLC 0.23% Add +1.2% 17,221 $653K
AllSquare Wealth Management LLC 0.38% No change 17,210 $653K
Pine Valley Investments Ltd Liability Co 0.05% Reduce -7.7% 17,147 $650K
Deroy & Devereaux Private Investment Counsel Inc. 0.04% Reduce -6.4% 17,130 $650K
Marino, Stram & Associates LLC 0.15% Reduce -6.1% 17,130 $650K
HTLF Bank 0.07% Add +1.3% 17,112 $649K
Delta Asset Management LLC 0.06% No change 17,109 $649K
Tyche Wealth Partners LLC 0.16% Reduce -22.9% 17,103 $649K
Ignite Planners, LLC 0.18% Reduce -15.0% 17,183 $645K
Fortem Financial Group, LLC 0.28% Add +22.0% 16,886 $640K
Garrison Point Advisors, LLC 0.41% Reduce -0.1% 16,876 $640K
Blossom Wealth Management 1.53% No change 16,787 $637K
Spirepoint Private Client, LLC 0.10% — 16,785 $636K
S.A. Mason LLC 0.38% Add +0.1% 16,767 $636K
Omnia Family Wealth, LLC 0.30% Add +7.0% 16,760 $636K
Spring Capital Management, LLC 0.48% No change 16,743 $635K
Soltis Investment Advisors LLC 0.07% Add +2.7% 16,731 $634K
Independence Bank of Kentucky 0.19% Add +0.4% 16,729 $634K
YHB Investment Advisors, Inc. 0.06% Reduce -3.9% 16,659 $632K
Ssi Investment Management LLC 0.25% Reduce -0.7% 16,637 $631K
Cladis Investment Advisory, LLC 0.46% Reduce -1.2% 16,620 $630K
Sivia Capital Partners, LLC 0.43% Add +8.4% 16,617 $630K
Pointe Capital Management LLC 0.38% Add +1.2% 16,581 $629K
Staley Capital Advisers Inc. 0.03% Reduce -11.3% 16,549 $628K
Am Investment Strategies LLC 0.16% Reduce -2.4% 16,510 $626K
Geller Advisors LLC 0.05% Reduce -2.2% 16,506 $626K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% Add +50.8% 16,505 $626K
Ascent Wealth Partners, LLC 0.09% Add +3.3% 16,503 $626K
First Heartland Consultants, Inc. 0.06% Reduce -4.0% 16,483 $625K
Unique Wealth Strategies, LLC 0.31% Add +56.4% 16,479 $625K
Evernest Financial Advisors, LLC 0.30% Reduce -30.5% 16,894 $625K
Farmers Trust Co. 0.13% Reduce -7.6% 16,376 $621K
Semmax Financial Advisors Inc. 0.20% Add +6.8% 16,227 $620K
Guardian Capital Advisors LP 0.07% Reduce -1.0% 17,567 $619K
Benedict Financial Advisors Inc. 0.16% Reduce -4.4% 16,317 $619K
Whitener Capital Management, Inc. 0.20% Reduce -8.1% 16,303 $618K
Muirfield Wealth Advisors LLC 0.59% No change 16,231 $615K
Ledgewood Wealth Advisors, LLC 0.57% Reduce -1.8% 16,190 $614K
Verus Capital Partners, LLC 0.07% Reduce -2.1% 16,178 $613K
Sky Investment Group LLC 0.12% No change 16,170 $613K
West Family Investments, Inc. 0.19% New 16,159 $613K
Wambolt & Associates, LLC 0.18% Reduce -39.1% 16,299 $612K
WealthPlan Investment Management, LLC 0.09% Add +0.5% 16,112 $611K
Selective Wealth Management, Inc. 0.27% Reduce -4.0% 16,662 $611K
Fortitude Family Office, LLC 0.41% No change 16,095 $610K
Passumpsic Savings Bank 0.39% — 16,090 $610K
Northern Financial Advisors Inc 0.48% Add +0.0% 16,084 $610K
Forte Capital LLC 0.08% Reduce -1.8% 16,061 $609K
Point Windward Advisors Inc. 0.25% No change 16,050 $609K
HHM Wealth Advisors, LLC 0.10% Add +0.2% 16,030 $608K
AlphaStar Capital Management, LLC 0.06% Add +56.0% 15,932 $604K
City State Bank 0.27% No change 15,934 $604K
Traynor Capital Management, Inc. 0.06% Reduce -3.4% 15,916 $604K
C2C Wealth Management, LLC 0.60% Reduce -12.6% 15,911 $603K
Private Wealth Advisors, LLC 0.25% Add +0.2% 15,891 $603K
WealthTrust Axiom LLC 0.19% Reduce -4.5% 15,849 $601K
Alliance Wealth Advisors, LLC 0.38% Reduce -4.0% 15,844 $601K
Cavalier Investments, LLC 0.22% Add +5.7% 15,819 $600K
General Partner, Inc. 0.38% No change 15,817 $600K
Watts Gwilliam & Co., LLC 0.19% — 15,581 $600K
Enterprise Financial Services Corp 0.36% Reduce -2.1% 15,806 $599K
Barry Investment Advisors, LLC 0.20% Add +11.6% 15,697 $599K
Frisch Financial Group, Inc. 0.20% Add +1.7% 15,787 $599K
Texas Capital Bank Wealth Management Services Inc 0.07% Reduce -66.8% 15,788 $599K
Silvia McColl Wealth Management, LLC 0.51% No change 16,318 $598K
Proficio Capital Partners LLC 0.07% Add +10.8% 15,750 $597K
TRUE Private Wealth Advisors 0.07% Reduce -0.1% 15,747 $597K
Virtue Capital Management, LLC 0.11% Add +4.6% 16,583 $595K
Harvey Investment Co. LLC 0.07% No change 15,686 $595K
Acorn Financial Advisory Services Inc. 0.11% Reduce -5.9% 15,679 $595K
Enterprise Bank & Trust Co 0.20% Reduce -6.8% 15,673 $594K
Cypress Asset Management Inc. 0.16% Add +0.1% 15,367 $594K
First Citizens Financial Corp 0.35% Add +0.5% 15,652 $594K
HF Advisory Group, LLC 0.33% Add +25.8% 15,649 $593K
Shoker Investment Counsel, Inc. 0.21% Add +0.3% 15,804 $593K
Sittner & Nelson, LLC 0.30% No change 15,586 $591K
Essex Bank 0.17% No change 17,548 $591K
PBMares Wealth Management LLC 0.15% Reduce -7.8% 15,505 $588K
Forza Wealth Management, LLC 0.31% No change 15,468 $587K
GTS Securities LLC 0.02% Reduce -89.3% 15,428 $585K
Boston Mountain Money Management Inc. 0.40% — 15,394 $584K
Hilltop National Bank 0.20% — 15,387 $583K
Stonebrook Private Inc. 0.17% Add +10.9% 15,376 $583K
RiverFront Investment Group, LLC 0.02% Add +145.9% 15,337 $582K
MBL Wealth, LLC 0.07% Reduce -6.0% 15,318 $581K
Smith, Moore & Co. 0.06% Reduce -26.7% 15,309 $581K
Patron Partners, LLC 0.35% Reduce -6.9% 15,285 $580K
Foster & Motley Inc. 0.04% Add +0.5% 15,270 $579K
Transatlantique Private Wealth LLC 0.25% Reduce -6.4% 15,220 $577K
Encompass Wealth Advisors, LLC 0.15% Reduce -2.5% 15,213 $577K
Richard W. Paul & Associates, LLC 0.23% Reduce -0.1% 15,201 $576K
Summit Financial Wealth Advisors, LLC 0.12% Add +6.0% 15,185 $576K
Gifford Fong Associates 0.16% Reduce -95.8% 15,147 $574K
Ferguson Wellman Capital Management, Inc. 0.01% Add +11.6% 15,089 $572K
Spinnaker Trust 0.04% Add +0.3% 15,073 $572K
Venturi Wealth Management, LLC 0.04% Add +1.1% 15,070 $571K
Altiora Financial Group, LLC 0.15% No change 15,010 $569K
Ulysses Management LLC 0.12% New 15,000 $569K
Balentine LLC 0.02% Add +64.4% 14,990 $568K
CM Wealth Advisors LLC 0.16% New 15,000 $568K
Addison Advisors LLC 0.19% Add +3.9% 14,907 $565K
Citizens National Bank Trust Department 0.13% Reduce -6.9% 14,900 $565K
Zullo Investment Group, Inc. 0.26% Reduce -2.8% 14,831 $562K
Asahi Life Asset Management Co., LTD. 0.34% Reduce -5.8% 14,820 $562K
Great Diamond Partners, LLC 0.13% Add +5.5% 14,729 $559K
Towercrest Capital Management 0.09% No change 14,717 $558K
Vance Wealth, LLC 0.22% Reduce -5.0% 14,657 $556K
Lakeshore Financial Planning, Inc. 0.28% Add +24.7% 14,630 $555K
Verity & Verity, LLC 0.06% Reduce -45.9% 14,604 $554K
Summitry LLC 0.03% Reduce -33.2% 14,598 $554K
KMG Fiduciary Partners, LLC 0.06% Reduce -21.9% 14,588 $553K
Kowal Investment Group, LLC 0.12% Add +21.2% 14,578 $553K
Wescott Financial Advisory Group, LLC 0.07% Reduce -0.4% 14,540 $551K
Foster Victor Wealth Advisors, LLC 0.05% Reduce -12.5% 15,167 $551K
Menard Financial Group LLC 0.46% Reduce -31.7% 14,532 $551K
FirstPurpose Wealth LLC 0.20% Reduce -2.6% 14,978 $549K
Bond & Devick Financial Network, Inc. 0.30% No change 14,465 $549K
MSH Capital Advisors LLC 0.19% Reduce -14.3% 14,431 $547K
Sheets Smith Wealth Management 0.06% Add +0.0% 14,429 $547K
Leavell Investment Management, Inc. 0.03% Reduce -0.0% 14,438 $547K
Bedel Financial Consulting, Inc. 0.09% Add +2.8% 14,414 $547K
Moss Adams Wealth Advisors LLC 0.09% Add +29.0% 14,398 $546K
Saiph Capital, LLC 0.25% Reduce -0.2% 104,930 $545K
Total Clarity Wealth Management, Inc. 0.19% Reduce -3.9% 14,378 $545K
Union Savings Bank 0.29% Reduce -45.6% 14,378 $545K
China Universal Asset Management Co., Ltd. 0.07% New 14,300 $542K
Advanced Portfolio Management, LLC 1.02% Reduce -81.0% 14,250 $540K
Wallace Advisory Group, LLC 0.41% Add +39.9% 16,021 $539K
Steward Partners Investment Solutions, LLC 0.09% Add +52.8% 14,183 $538K
Eaton Financial Holdings Company, LLC 0.28% Reduce -19.7% 14,179 $538K
Defined Wealth Management, LLC 0.39% Add +3.0% 14,179 $538K
Hudock, Inc. 0.12% Add +1.3% 14,176 $538K
Alexander Labrunerie & Co., Inc. 0.30% — 14,152 $537K
Chicago Capital, LLC 0.02% Reduce -8.0% 14,090 $534K
Bridgewealth Advisory Group, LLC 0.26% Reduce -10.3% 14,090 $534K
Sawyer & Company, Inc 0.21% No change 14,087 $534K
Round Hill Asset Management 0.32% Add +2.2% 14,070 $534K
WESPAC Advisors, LLC 0.31% No change 14,066 $533K
CFO4Life Group, LLC 0.10% Add +18.7% 14,066 $533K
Driehaus Capital Management LLC 0.01% New 14,029 $532K
Ausdal Financial Partners, Inc. 0.06% Reduce -9.8% 14,018 $532K
Lion Street Advisors, LLC 0.22% No change 15,784 $531K
Lantz Financial LLC 0.17% Add +0.7% 14,009 $531K
Financial Management Professionals, Inc. 0.08% Add +26.5% 14,016 $531K
Stanley-Laman Group, Ltd. 0.07% No change 14,000 $531K
Garden State Investment Advisory Services LLC 0.19% Add +0.9% 14,000 $530K
Resonant Capital Advisors, LLC 0.05% Add +40.8% 13,974 $530K
Arbor Investment Advisors, LLC 0.08% No change 13,966 $530K
First Trust Investment Solutions L.P. 0.09% Add +5.0% 13,953 $529K
Cary Street Partners Asset Management LLC 0.08% Reduce -2.6% 13,938 $529K
Visionary Horizons, LLC 0.41% Add +1.2% 14,732 $527K
Addison Capital Co 0.26% Reduce -7.0% 13,858 $525K
Tiemann Investment Advisors, LLC 0.23% Reduce -1.4% 13,850 $525K
Financial Management Network Inc. 0.13% Reduce -2.9% 14,204 $524K
Raleigh Capital Management Inc. 0.23% Reduce -7.1% 13,786 $523K
Kintra Wealth, LLC 0.39% Reduce -1.6% 13,780 $523K
First Foundation Advisors 0.02% Add +33.2% 13,776 $522K
New Jersey Better Educational Savings Trust 0.99% No change 13,753 $522K
Crawford Investment Counsel Inc. 0.01% Add +4.6% 13,751 $521K
Rice Partnership, LLC 0.12% Add +7.0% 13,746 $521K
HBW Advisory Services LLC 0.10% No change 15,451 $520K
Hanover Advisors Inc. 0.22% Reduce -1.8% 13,671 $518K
Ledyard National Bank 0.05% Reduce -11.3% 13,657 $518K
Eagle Harbor Asset Management Inc. 0.55% Reduce -4.3% 13,618 $516K
Apexium Financial, LP 0.04% Add +2.0% 13,553 $516K
Montchanin Asset Management, LLC 0.51% — 13,600 $516K
Colonial Trust Co / SC 0.10% Reduce -0.9% 13,592 $515K
Archer Investment Corp 0.16% Reduce -18.0% 13,574 $515K
M3 Advisory Group, LLC 0.47% Reduce -7.2% 13,548 $514K
Gibbs Wealth Management 0.29% — 13,532 $513K
WealthShield Partners, LLC 0.08% Reduce -11.5% 13,426 $511K
Fiducient Advisors LLC 0.10% Add +0.1% 13,370 $507K
Weik Capital Management 0.22% Reduce -3.3% 13,355 $506K
Brandywine Trust Co. 0.09% No change 13,326 $505K
Optimum Investment Advisors 0.23% Reduce -15.7% 13,317 $505K
Aristotle Capital Management, LLC 0.00% No change 13,300 $504K
D L Carlson Investment Group Inc. 0.10% Reduce -2.9% 13,292 $504K
Nicholas Wealth, LLC. 0.39% Add +18.0% 13,260 $503K
Mine & Arao Wealth Creation & Management, LLC. 0.25% Reduce -1.1% 13,228 $502K
Guyasuta Investment Advisors Inc. 0.04% No change 14,859 $500K
SkyView Investment Advisors, LLC 0.09% New 13,174 $500K
QVR LLC 0.09% New 13,184 $500K
WMS Partners, LLC 0.03% Add +20.6% 13,087 $496K
New Covenant Trust Company, N.A. 0.49% — 13,059 $495K
Thrive Capital Management, LLC 0.26% Reduce -7.8% 13,057 $495K
Gemmer Asset Management LLC 0.06% Reduce -7.2% 13,052 $495K
Berger Financial Group, Inc 0.04% Add +5.3% 13,052 $495K
Redhawk Wealth Advisors, Inc. 0.08% Reduce -5.5% 13,031 $494K
Rockbridge Investment Management, LCC 0.07% No change 13,018 $494K
USA Financial Formulas 0.08% Add +16523.1% 12,966 $492K
Guidance Point Advisors, LLC 0.17% Reduce -0.6% 12,940 $491K
Revolve Wealth Partners, LLC 0.08% Add +0.6% 12,897 $489K
First National Bank of Omaha 0.03% Reduce -47.2% 11,684 $488K
WealthCare Investment Partners, LLC 0.23% Reduce -14.4% 12,811 $486K
Cape Investment Advisory, Inc. 0.23% Reduce -1.8% 12,803 $485K
Ergawealth Advisors, Inc. 0.27% No change 12,800 $485K
Tradition Wealth Management, LLC 0.05% Add +1.6% 12,792 $485K
Summit Wealth & Retirement Planning, Inc. 0.17% New 12,770 $484K
Albion Financial Group 0.04% No change 12,760 $484K
Salomon & Ludwin, LLC 0.04% Reduce -3.1% 12,749 $483K
Regatta Capital Group, LLC 0.11% Add +3.5% 12,720 $482K
Bay Rivers Group 0.26% Add +5.0% 12,696 $481K
BlueChip Wealth Advisors LLC 0.31% Reduce -40.5% 12,665 $480K
Fort Point Capital Partners LLC 0.06% Add +0.0% 12,625 $479K
Kapstone Financial Advisors LLC 0.33% No change 12,622 $479K
Sfmg, LLC 0.04% Reduce -9.5% 12,577 $477K
Arcataur Capital Management LLC 0.17% No change 12,573 $477K
Trust Co. of Toledo NA 0.07% Add +1.6% 12,567 $477K
Pacific Sun Financial Corp 0.28% New 12,565 $476K
Cim Investment Management Inc. 0.14% No change 12,562 $476K
Oxbow Advisors, LLC 0.07% Reduce -1.5% 12,540 $476K
Opal Wealth Advisors, LLC 0.16% Add +17.1% 12,538 $475K
Twin Focus Capital Partners, LLC 0.09% No change 12,524 $475K
Sollinda Capital Management LLC 0.15% Reduce -3.8% 12,514 $475K
VeraBank, N.A. 0.15% Reduce -0.5% 12,495 $474K
Cahaba Wealth Management, Inc. 0.04% Add +5.7% 12,479 $473K
O'ROURKE & COMPANY, Inc 0.27% Add +4.0% 12,475 $473K
Integrity Financial Corp 0.32% Reduce -1.1% 12,457 $472K
K.J. Harrison & Partners Inc 0.07% Add +4.0% 12,450 $472K
SlateStone Wealth, LLC 0.05% Add +4.2% 12,408 $471K
First American Trust, FSB 0.05% New 12,408 $471K
Clarus Group, Inc. 0.33% Reduce -2.2% 12,384 $470K
Silver Lake Advisory, LLC 0.11% Add +0.7% 12,320 $467K
Keebeck Wealth Management 0.07% Reduce -0.8% 12,310 $467K
Trek Financial, LLC 0.04% Add +2.4% 12,276 $466K
Aberdeen Wealth Management LLC 0.27% No change 12,258 $465K
Cedrus LLC 0.25% Add +16.8% 12,224 $464K
Main Street Group, LTD 0.23% Add +122.4% 12,271 $463K
Private Portfolio Partners LLC 0.10% Reduce -9.0% 12,191 $462K
Verum Partners LLC 0.16% Reduce -5.6% 12,188 $462K
MV Capital Management, Inc. 0.05% Reduce -2.1% 12,171 $462K
Atwood & Palmer Inc. 0.04% Reduce -0.9% 12,160 $461K
Cordgrass Capital Advisors, LLC 0.14% No change 12,141 $460K
Seven Mile Advisory 0.35% Add +9.4% 12,137 $460K
Schrum Private Wealth Management LLC 0.42% Add +2.2% 12,093 $459K
Hazlett, Burt & Watson, Inc. 0.27% Add +5.9% 12,064 $458K
Vicus Capital 0.04% Add +15.3% 12,069 $458K
Eagle Strategies LLC 0.10% New 12,065 $457K
Johnson Financial Group, Inc. 0.02% Reduce -43.6% 11,980 $456K
Hemington Wealth Management 0.17% Reduce -5.2% 12,018 $456K
AXS Investments LLC 0.11% Add +6.9% 11,981 $454K
Mason & Associates Inc 0.12% Add +1.7% 11,970 $454K
Alerus Financial NA 0.03% Reduce -1.6% 11,938 $453K
Diversified, LLC 0.06% Reduce -4.7% 11,922 $452K
Chapman Investment Management, LLC 0.33% Reduce -9.7% 11,917 $452K
LongView Wealth Management 0.18% Reduce -0.9% 11,892 $451K
Goldstone Financial Group, LLC 0.10% Add +22.3% 11,869 $450K
Leo Wealth, LLC 0.05% Add +10.4% 11,887 $449K
Summit Financial Group, Inc. 0.16% No change 11,809 $448K
Verus Financial Partners, Inc. 0.05% Reduce -1.7% 11,804 $448K
Ridgecrest Wealth Partners, LLC 0.27% Add +0.3% 11,797 $447K
Pingora Partners LLC 0.33% Reduce -3.3% 11,772 $446K
Gryphon Financial Partners LLC 0.08% Add +0.9% 11,770 $446K
Morton Brown Family Wealth, LLC 0.18% Add +1.9% 11,741 $445K
Veracity Capital LLC 0.17% Reduce -1.4% 11,703 $444K
IFG Advisors, LLC 0.11% Reduce -1.9% 11,681 $443K
Cahill Financial Advisors Inc. 0.06% Add +2.7% 11,660 $442K
Smith Anglin Financial, LLC 0.05% Reduce -1.4% 11,652 $442K
Van Hulzen Asset Management, LLC 0.03% Reduce -81.2% 11,628 $441K
LRI Investments, LLC 0.11% — 11,609 $440K
Cutter & CO Brokerage, Inc. 0.11% Reduce -7.1% 11,559 $438K
Wedge Capital Management L L P 0.01% Add +1.1% 11,554 $438K
Tilson Financial Group, Inc. 0.24% Reduce -6.0% 11,559 $438K
JB Capital LLC 0.03% Reduce -11.2% 11,546 $438K
Altus Wealth Group LLC 0.22% Reduce -2.9% 11,536 $437K
Annex Advisory Services, LLC 0.02% Add +27.6% 11,528 $437K
Rise Advisors, LLC 0.23% Reduce -19.4% 11,489 $436K
Drake & Associates, LLC 0.16% Reduce -4.5% 11,476 $435K
RiverGlades Family Offices LLC 0.34% No change 11,300 $433K
Middleton & Co. Inc. 0.05% Reduce -2.7% 11,383 $432K
Oak Asset Management, LLC 0.16% No change 11,352 $430K
City Center Advisors, LLC 0.51% — 11,279 $430K
Benin Management CORP 0.14% Add +0.4% 11,331 $430K
Thrive Wealth Management, LLC 0.09% Add +10.1% 11,315 $429K
Freedom Day Solutions, LLC 0.15% Reduce -5.7% 11,289 $428K
Traphagen Investment Advisors LLC 0.05% Add +0.3% 11,275 $428K
Trust Co of the South 0.10% New 11,260 $427K
Ariston Services Group 0.41% No change 11,241 $426K
Obermeyer Wealth Partners 0.03% Add +18.8% 11,229 $426K
LCNB Corp. 0.15% Reduce -4.6% 11,210 $425K
McAdam, LLC 0.03% Add +13.9% 11,196 $425K
WR Wealth Planners, LLC 0.13% Reduce -1.3% 11,196 $425K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.10% Reduce -2.8% 11,174 $424K
Humankind Investments LLC 0.11% Reduce -4.3% 11,173 $424K
Cardinal Capital Management, Inc. 0.02% Reduce -98.6% 11,165 $423K
Pinnacle Wealth Management Group, Inc. 0.31% Reduce -3.8% 11,160 $423K
Pacific Sage Partners, LLC 0.11% Reduce -1.5% 11,152 $423K
BOS Asset Management, LLC 0.22% Add +9.1% 11,147 $423K
Sunflower Bank, N.A. 0.10% Add +2.2% 11,137 $422K
BHK Investment Advisors, LLC 0.16% Add +54.3% 11,123 $422K
Baker Ellis Asset Management LLC 0.06% Add +52.0% 11,105 $421K
Gateway Advisory, LLC 0.07% Add +32.3% 11,104 $421K
Boyd Watterson Asset Management LLC 0.15% Add +1.9% 11,075 $420K
Sunpointe, LLC 0.47% Add +3.6% 11,070 $420K
Amplius Wealth Advisors, LLC 0.05% Reduce -21.6% 11,053 $419K
Analyst IMS Investment Management Services Ltd. 0.02% Add +12.8% 11,039 $419K
Toth Financial Advisory Corp. 0.05% Add +1.9% 11,006 $417K
Beirne Wealth Consulting Services, LLC 0.18% Reduce -25.2% 11,004 $417K
Hayek Kallen Investment Management 0.16% Add +39.6% 11,006 $417K
Townsend Asset Management Corp. /NC/ 0.17% Add +21.2% 10,986 $417K
Cozad Asset Management Inc. 0.04% Reduce -0.4% 10,965 $416K
Castle Rock Wealth Management, LLC 0.11% Reduce -7.7% 11,240 $415K
First Financial Corp. 0.21% Reduce -12.9% 10,906 $413K
Semus Wealth Partners LLC 0.35% Add +0.9% 10,903 $413K
New World Advisors LLC 0.12% Reduce -15.2% 10,900 $413K
Arax Advisory Partners 0.04% Add +0.5% 10,875 $412K
Manhattan West Asset Management, LLC 0.10% Add +0.6% 10,872 $412K
United Advisor Group, LLC 0.15% New 10,862 $412K
Meadow Creek Wealth Advisors LLC 0.29% Add +13.9% 10,843 $411K
Confluence Investment Management LLC 0.01% Reduce -48.1% 10,789 $409K
ABLE Financial Group, LLC 0.16% Reduce -2.7% 10,788 $409K
Oldfather Financial Services, LLC 0.17% No change 10,767 $408K
Florida Financial Advisors, LLC 0.30% Reduce -83.2% 10,754 $408K
Optas, LLC 0.11% Add +0.5% 10,743 $407K
Jag Capital Management, LLC 0.06% Add +18.9% 10,730 $407K
Aspire Private Capital, LLC 0.11% Reduce -0.4% 10,729 $407K
Sigma Investment Counselors Inc. 0.03% No change 10,712 $406K
Austin Private Wealth, LLC 0.05% Reduce -20.4% 10,846 $406K
Brave Asset Management Inc. 0.11% Add +7.0% 10,696 $406K
Kavar Capital Partners Group, LLC 0.07% Reduce -48.6% 10,675 $405K
Cohen & Steers, Inc. 0.00% Reduce -30.1% 10,623 $403K
Stone Summit Wealth LLC 0.14% Reduce -1.1% 10,600 $402K
Twin City Private Wealth, LLC 0.40% — 10,593 $402K
JGP Wealth Management, LLC 0.06% Add +2.3% 10,591 $402K
J. L. Bainbridge & Co., Inc. 0.04% No change 10,589 $402K
Private Capital Management, LLC 0.05% Add +7.2% 10,557 $400K
United Capital Management of KS, Inc. 0.09% Reduce -18.3% 10,553 $400K
STAR Financial Bank 0.34% Reduce -4.6% 10,533 $399K
Smithbridge Asset Management Inc. 0.08% No change 10,489 $398K
Financial Insights, Inc. 0.11% Reduce -22.0% 10,479 $397K
Larson Financial Group LLC 0.03% Add +541.8% 10,449 $396K
KWB Wealth 0.05% Reduce -18.6% 10,426 $395K
Beta Wealth Group, Inc. 0.19% Add +0.1% 10,421 $395K
Arlington Trust Co LLC 0.10% Reduce -1.5% 10,393 $394K
Arkos Global Advisors 0.07% New 10,352 $393K
Arthur M. Cohen & Associates, LLC 0.08% Reduce -1.2% 10,426 $393K
Resolute Wealth Strategies, LLC 0.24% No change 10,352 $393K
London Co. of Virginia 0.00% No change 10,346 $392K
Cornerstone Management, Inc. 0.09% Reduce -1.9% 10,300 $391K
Smith Chas P & Associates Pa Cpas 0.02% Reduce -32.8% 10,289 $390K
Cypress Wealth Services, LLC 0.09% Reduce -0.7% 10,275 $390K
Crewe Advisors LLC 0.05% New 10,238 $388K
Romano Brothers and Company 0.05% Add +7.5% 10,235 $388K
Channel Wealth LLC 0.16% Add +4.5% 10,213 $387K
Garde Capital, Inc. 0.03% No change 10,209 $387K
Eudaimonia Partners, LLC 0.09% Reduce -2.7% 10,200 $387K
Financial Council, LLC 0.23% Add +0.1% 10,173 $386K
Pathway Financial Advisors LLC 0.10% Reduce -5.6% 10,163 $385K
Regent Peak Wealth Advisors LLC 0.10% Add +1.7% 10,142 $385K
Mountain Pacific Investment Advisers LLC 0.02% Reduce -1.5% 10,133 $384K
Adamsbrown Wealth Consultants LLC 0.16% Reduce -3.7% 10,129 $384K
True North Advisors, LLC 0.11% Reduce -3.5% 10,120 $384K
Cascade Financial Partners, LLC 0.06% — 10,720 $384K
Southeast Asset Advisors, LLC 0.05% Add +0.0% 10,099 $383K
Bruce G. Allen Investments, LLC 0.31% Reduce -1.9% 10,089 $383K
Paces Ferry Wealth Advisors, LLC 0.24% Reduce -5.6% 10,077 $382K
American Trust 0.03% Add +38.5% 10,059 $381K
Advisor Resource Council 0.16% Reduce -48.3% 11,268 $381K
Morton Capital Management LLC 0.10% Reduce -5.6% 10,037 $381K
Heartwood Wealth Advisors LLC 0.05% No change 10,025 $380K
Valley National Advisers Inc. 0.06% Add +1.7% 10,033 $380K
Secure Asset Management, LLC 0.09% New 10,013 $380K
Delta Investment Management, LLC 0.09% Add +0.4% 10,007 $379K
Sara-Bay Financial 0.17% No change 10,098 $379K
Red Wave Investments LLC 0.14% Reduce -0.0% 9,991 $379K
Byrne Asset Management LLC 0.31% Reduce -2.0% 9,986 $379K
Fox Run Management, L.L.C. 0.08% New 9,957 $378K
Nadler Financial Group, Inc. 0.05% Reduce -5.8% 9,953 $377K
GenTrust, LLC 0.02% Add +11.2% 9,931 $377K
Alliance Wealth Management Group 0.11% No change 9,929 $377K
Heritage Financial Services, LLC 0.06% Add +7.9% 9,922 $376K
DT Investment Partners, LLC 0.04% Add +13.3% 9,921 $376K
Texas Capital Bancshares Inc 0.17% Reduce -0.3% 9,918 $376K
Websterrogers Financial Advisors, LLC 0.13% Add +2.1% 9,913 $376K
Walker Asset Management, LLC 0.25% Add +0.4% 9,867 $374K
Allred Capital Management, LLC 0.15% Reduce -2.1% 9,851 $374K
Consolidated Portfolio Review Corp 0.10% Reduce -38.3% 9,850 $374K
Gateway Wealth Partners, LLC 0.13% Reduce -3.7% 9,828 $373K
Wellspring Financial Advisors, LLC 0.06% Add +10.1% 9,825 $373K
Van Strum & Towne Inc. 0.14% No change 9,824 $373K
Mayfair Advisory Group, LLC 0.27% Add +23.8% 9,824 $373K
Oxford Financial Group, LTD. LLC 0.03% Add +17.6% 9,816 $372K
Triton Wealth Management, PLLC 0.26% Add +0.0% 9,718 $372K
New Vernon Capital Holdings II LLC 0.19% New 9,760 $370K
Lokken Investment Group LLC 0.18% No change 9,751 $370K
Chatham Capital Group, Inc. 0.07% No change 9,749 $370K
Riversedge Advisors, LLC 0.09% Reduce -15.6% 9,741 $369K
Turtle Creek Wealth Advisors, LLC 0.09% Reduce -19.6% 9,721 $369K
Integris Wealth Management, LLC 0.10% Reduce -21.1% 9,718 $369K
Jackson Hole Capital Partners, LLC 0.08% Add +0.1% 9,718 $369K
Sequent Planning LLC 0.13% — 9,677 $367K
Consilium Wealth Advisory, LLC 0.21% No change 9,633 $365K
Brandywine Oak Private Wealth LLC 0.04% No change 9,606 $364K
Tradewinds Capital Management, LLC 0.10% Add +271.7% 9,602 $364K
Sonata Capital Group Inc. 0.17% No change 9,600 $364K
Continuum Advisory, LLC 0.05% Reduce -56.4% 9,498 $364K
New England Professional Planning Group Inc. 0.19% Reduce -1.0% 9,583 $363K
Onyx Bridge Wealth Group LLC 0.06% Reduce -1.1% 9,596 $363K
Flaharty Asset Management, LLC 0.05% Reduce -21.7% 9,573 $363K
Gsa Capital Partners LLP 0.03% Add +59.1% 9,566 $363K
Masso Torrence Wealth Management Inc. 0.21% Reduce -0.5% 9,554 $362K
Klingman & Associates, LLC 0.03% Add +5.3% 9,470 $359K
Pekin Hardy Strauss, Inc. 0.05% No change 9,455 $359K
Royal Fund Management, LLC 0.04% Add +3.7% 9,452 $358K
Centurion Wealth Management LLC 0.14% New 9,444 $358K
Keystone Financial Services 0.16% Add +0.0% 9,442 $358K
Dogwood Wealth Management LLC 0.24% Add +10.4% 9,424 $357K
Arbor Trust Wealth Advisors, LLC 0.20% Add +5.4% 9,732 $357K
Executive Wealth Management, LLC 0.03% Add +2.9% 9,500 $356K
Successful Portfolios LLC 0.24% Add +0.5% 9,345 $354K
Franklin Street Advisors Inc. 0.03% No change 9,343 $354K
Eagle Wealth Strategies LLC 0.29% Reduce -1.8% 9,430 $354K
One Wealth Advisors, LLC 0.06% Add +0.5% 9,322 $354K
Apella Capital, LLC 0.02% Add +1.1% 9,334 $352K
Cooper Financial Group 0.06% Add +28.1% 9,287 $352K
BBR Partners, LLC 0.03% Reduce -5.7% 9,275 $352K
Signature Wealth Management Partners, LLC 0.29% Reduce -6.1% 9,270 $352K
Rosenberg Matthew Hamilton 0.10% Add +1.2% 9,348 $351K
Debussy Capital Management LP 0.10% Reduce -8.8% 9,103 $350K
Blodgett Wealth Advisors, LLC 0.32% Add +13.0% 9,225 $350K
Certified Advisory Corp 0.05% Add +0.0% 9,198 $349K
Financial Security Advisor, Inc. 0.12% Reduce -0.7% 9,108 $348K
Werba Rubin Papier Wealth Management 0.10% New 9,153 $347K
Townsend & Associates, Inc 0.04% No change 9,015 $346K
Kraematon Investment Advisors, Inc. 0.35% Reduce -11.2% 9,120 $346K
Bath Savings Trust Co 0.04% Reduce -1.7% 9,120 $346K
Sage Investment Advisers LLC 0.40% Reduce -1.1% 9,120 $346K
Cherrydale Wealth Management, LLC 0.16% Add +8.4% 9,111 $346K
Lakeridge Wealth Management LLC 0.22% Reduce -47.3% 9,102 $345K
Greystone Financial Group, LLC 0.07% Reduce -7.1% 9,099 $345K
Hyperion Capital Advisors LP 0.16% No change 9,081 $344K
Northstar Group, Inc. 0.07% Reduce -11.3% 9,059 $344K
FSB Premier Wealth Management, Inc. 0.16% Add +22.9% 9,036 $343K
Cottonwood Capital Advisors, LLC 0.27% Reduce -7.1% 9,524 $342K
PSI Advisors, LLC 0.12% Add +0.1% 9,029 $342K
Summit Financial Strategies, Inc. 0.05% Add +2.4% 8,994 $341K
Foster Group, Inc. 0.02% Add +19.4% 8,977 $340K
Obsidian Personal Planning Solutions LLC 0.22% Reduce -22.9% 9,168 $339K
Evermay Wealth Management LLC 0.05% Reduce -0.8% 8,928 $339K
Park Place Capital Corp 0.12% Add +3.0% 8,902 $338K
Alpha Financial Partners LLC 0.31% Add +0.4% 8,888 $337K
Powers Advisory Group, LLC 0.19% Add +30.3% 8,888 $337K
Rovin Capital /Ut/ 0.14% Reduce -3.8% 8,884 $337K
Motco 0.02% Add +159.4% 8,865 $336K
Burt Wealth Advisors 0.09% Add +19.2% 8,839 $335K
Douglass Winthrop Advisors, LLC 0.01% Add +29.7% 8,740 $331K
Westshore Wealth, LLC 0.14% Reduce -0.6% 8,720 $331K
Interchange Capital Partners, LLC 0.22% Add +0.2% 8,733 $330K
First Affirmative Financial Network 0.24% Reduce -1.4% 8,697 $330K
Dover Advisors, LLC 0.23% New 8,695 $330K
Marks Group Wealth Management, Inc 0.03% No change 8,691 $330K
Cooper/Haims Advisors, LLC 0.19% Reduce -0.4% 8,685 $329K
Wealth Advisory Solutions, LLC 0.09% Reduce -35.1% 8,655 $328K
Ti-Trust, Inc. 0.24% New 8,646 $328K
Almanack Investment Partners, LLC. 0.06% Add +9.7% 8,646 $328K
Constitution Capital LLC 0.18% Reduce -5.5% 8,600 $326K
Sierra Summit Advisors LLC 0.09% No change 8,600 $326K
Grey Ledge Advisors, LLC 0.09% No change 8,580 $325K
MBA Advisors LLC 0.17% Reduce -5.1% 8,574 $325K
CGN Advisors LLC 0.04% Add +23.6% 8,562 $325K
Osborne Partners Capital Management, LLC 0.02% Add +43.5% 8,547 $324K
Zhang Financial LLC 0.02% Add +0.1% 8,542 $324K
KLR Investment Advisors, LLC 0.23% Add +1.5% 8,580 $324K
Invenio Wealth Partners LLC 0.17% Reduce -24.1% 8,519 $323K
MKT Advisors LLC 0.18% Add +11.7% 8,777 $322K
Hamilton Capital, LLC 0.02% Reduce -5.1% 8,470 $321K
First County Bank 0.16% Reduce -1.7% 8,466 $321K
St Germain D J Co. Inc. 0.02% Reduce -2.9% 8,453 $321K
Kozak & Associates, Inc. 0.09% Add +1.0% 8,169 $320K
Twelve Points Wealth Management LLC 0.12% Reduce -6.3% 8,439 $320K
Ethos Financial Group, LLC 0.06% Reduce -1.3% 8,343 $320K
Charles Schwab Trust Co 0.03% Reduce -1.6% 8,384 $318K
Penserra Capital Management LLC 0.00% Reduce -78.9% 8,375 $317K
Cedar Brook Financial Partners, LLC 0.06% Reduce -1.4% 8,341 $316K
Waddell & Associates, LLC 0.04% Reduce -41.5% 8,324 $316K
Marshall Financial Group Inc. 0.10% Add +0.7% 8,315 $315K
Quantum Financial Advisors, LLC 0.06% Reduce -6.0% 8,313 $315K
Strategy Asset Managers LLC 0.07% Add +0.1% 8,301 $315K
EPG Wealth Management LLC 0.08% Add +3.3% 8,298 $315K
Novak & Powell Financial Services, Inc. 0.23% Add +0.1% 8,283 $314K
Northwest Quadrant Wealth Management, LLC 0.08% Add +0.3% 8,282 $314K
Centric Wealth Management 0.10% Add +0.4% 8,463 $313K
National Philanthropic Trust 0.01% Reduce -45.9% 8,242 $313K
Financial Perspectives, Inc 0.12% Reduce -2.4% 8,241 $313K
Capital Management Associates 0.37% Reduce -1.9% 8,238 $312K
King Wealth Management Group 0.05% Reduce -20.2% 8,226 $312K
RS Crum Inc. 0.09% Reduce -4.6% 8,220 $312K
Warwick Investment Management, Inc. 0.07% New 8,219 $312K
Corrado Advisors, LLC 0.20% New 8,211 $311K
Sanders Morris Harris LLC 0.06% New 8,203 $311K
BCS Wealth Management 0.10% No change 8,196 $311K
Jacobs & Co. 0.03% Reduce -14.7% 8,214 $311K
GW Henssler & Associates Ltd. 0.02% Reduce -3.9% 8,186 $310K
Old North State Wealth Management, LLC 0.20% Add +5.3% 8,137 $309K
Strait & Sound Wealth Management LLC 0.17% Add +6.6% 8,483 $308K
Fairfield, Bush & Co. 0.18% No change 8,100 $307K
TrueWealth Advisors, LLC 0.12% Reduce -11.4% 8,085 $307K
Laidlaw Wealth Management LLC 0.17% Reduce -50.3% 8,083 $306K
Cascade Investment Group, Inc. 0.23% Reduce -0.0% 8,080 $306K
Financial Advisors, LLC 0.06% No change 8,061 $306K
Mill Creek Capital Advisors, LLC 0.01% Reduce -25.0% 8,056 $305K
Bellevue Asset Management, LLC 0.17% Reduce -0.3% 8,054 $305K
Oak Harvest Investment Services 0.05% Add +0.4% 8,054 $305K
Campion Asset Management 0.24% Reduce -1.9% 8,053 $305K
Oxinas Partners, LLC 0.20% Reduce -7.8% 8,046 $305K
Wellington Wealth Strategies, LLC. 0.14% New 8,041 $305K
Kolinsky Wealth Management, LLC 0.23% Add +1.9% 8,039 $305K
Hillsdale Investment Management Inc. 0.02% Reduce -17.7% 8,035 $305K
Mirador Capital Partners LP 0.06% Reduce -1.7% 8,032 $305K
United Bank 0.04% No change 8,026 $304K
Southland Equity Partners LLC 0.09% Reduce -27.3% 7,999 $303K
J. W. Coons Advisors, LLC 0.05% No change 7,976 $302K
Collective Family Office LLC 0.10% Add +22.2% 7,967 $302K
Hall Laurie J Trustee 0.11% No change 7,957 $302K
Clarity Capital Partners LLC 0.20% Add +4.1% 7,964 $302K
Widmann Financial Services, Inc. 0.25% Reduce -6.8% 7,918 $300K
First Bank & Trust 0.06% Reduce -6.7% 7,910 $300K
Blue Barn Wealth, LLC 0.17% Reduce -19.3% 7,893 $299K
Vista Capital Partners, Inc. 0.04% No change 7,886 $299K
CFM Wealth Partners LLC 0.06% No change 7,883 $299K
Riverview Capital Advisers, LLC 0.10% Reduce -38.9% 7,871 $298K
Pflug Koory, LLC 0.02% Reduce -2.6% 7,850 $298K
Carr Financial Group Corp 0.10% Add +0.2% 7,850 $298K
Alliance Wealth Advisors, LLC 0.09% Add +10.2% 7,814 $296K
Single Point Partners, LLC 0.07% Reduce -6.1% 7,768 $296K
CoreFirst Bank & Trust 0.18% No change 7,798 $296K
Centerpoint Advisors, LLC 0.11% Reduce -0.4% 7,768 $295K
Hummer Financial Advisory Services Inc 0.24% Add +9.6% 7,772 $295K
Abel Hall, LLC 0.22% Add +8.2% 7,771 $295K
WP Advisors, LLC 0.10% Reduce -0.3% 7,769 $295K
Perennial Advisors, LLC 0.07% No change 7,765 $294K
Tandem Wealth Advisors LLC 0.16% Add +15.2% 7,759 $294K
Hardy Reed LLC 0.04% Reduce -9.7% 7,751 $294K
Portfolio Strategies, Inc. 0.02% New 7,751 $294K
Founders Financial Securities LLC 0.03% Reduce -1.3% 7,747 $294K
Saxon Interests, Inc. 0.14% Reduce -0.1% 7,728 $293K
BNC Wealth Management, LLC 0.13% Add +0.4% 7,719 $293K
Fi3 FINANCIAL ADVISORS, LLC 0.13% New 7,851 $292K
Meridian Wealth Partners, LLC 0.05% Add +7.1% 7,708 $292K
Allen Wealth Management, LLC 0.26% No change 7,673 $291K
Sonora Investment Management Group, LLC 0.02% Reduce -3.7% 7,657 $290K
Range Financial Group LLC 0.15% New 7,632 $289K
DDFG, Inc 0.09% Reduce -2.3% 7,628 $289K
Spreng Capital Management, Inc. 0.16% Add +0.2% 7,604 $288K
Capital City Trust Co. 0.08% Reduce -6.2% 7,574 $287K
Pettee Investors, Inc. 0.12% No change 7,571 $287K
CIC Wealth, LLC 0.08% Reduce -0.6% 7,561 $287K
Hills Bank & Trust Co 0.02% Add +5.6% 7,558 $287K
Insight Wealth Strategies, LLC 0.04% New 7,546 $286K
Bluespring Wealth Management, LLC 0.03% Add +14.4% 7,535 $286K
Traveka Wealth, LLC 0.13% Add +4.4% 7,523 $285K
AJOVista, LLC 0.77% No change 7,522 $285K
Capital Advisors, Ltd. LLC 0.04% Add +2.7% 7,503 $285K
Bristlecone Advisors, LLC 0.03% Add +0.1% 7,512 $285K
Triton Financial Group Inc 0.20% Add +0.1% 7,506 $285K
Veery Capital, LLC 0.12% Add +0.2% 7,490 $284K
Bull Street Advisors, LLC 0.14% No change 7,487 $284K
Chickasaw Capital Management LLC 0.01% No change 7,500 $284K
Private Management Group Inc. 0.01% Reduce -28.6% 7,485 $284K
Shelton Wealth Management, LLC 0.18% Reduce -10.1% 7,483 $284K
Coyle Financial Counsel LLC 0.10% Add +0.2% 7,462 $283K
Correct Capital Wealth Management 0.07% No change 7,459 $283K
Earned Wealth Advisors, LLC 0.11% Reduce -8.4% 7,458 $283K
St. Louis Trust Co 0.04% New 7,474 $282K
Obsidian Cio, LLC 0.07% Add +15.2% 7,427 $282K
Planned Solutions, Inc. 0.14% No change 7,417 $281K
Tucker Asset Management LLC 0.06% Add +20.3% 7,416 $281K
Madison Park Capital Advisors, LLC 0.25% Add +0.0% 7,416 $281K
Lodestar Private Asset Management LLC 0.04% Reduce -1.4% 7,409 $281K
Guerra Pan Advisors, LLC 0.26% Reduce -1.6% 7,401 $281K
Beese Fulmer Investment Management, Inc. 0.03% No change 7,401 $281K
Rainey & Randall Wealth Advisors Inc. 0.07% Add +0.5% 7,393 $280K
Five Oceans Advisors 0.14% Add +1.0% 7,390 $280K
CPC Advisors, LLC 0.05% Reduce -8.3% 7,387 $280K
Smallwood Wealth Investment Management, LLC 0.22% No change 7,386 $280K
Intergy Private Wealth, LLC 0.12% Add +1.5% 7,385 $280K
Bangor Savings Bank 0.03% Reduce -1.7% 7,366 $279K
Consilio Wealth Advisors, LLC 0.13% New 7,361 $279K
Annandale Capital, LLC 0.06% Reduce -1.4% 7,349 $279K
Navis Wealth Advisors, LLC 0.33% Add +0.5% 7,355 $279K
Logan Capital Management Inc. 0.01% Reduce -0.7% 7,336 $278K
Sandy Cove Advisors, LLC 0.13% New 7,314 $277K
Three Bridge Wealth Advisors, LLC 0.11% No change 7,300 $277K
Balboa Wealth Partners 0.09% New 7,283 $276K
Wealth Dimensions Group, Ltd. 0.08% Reduce -2.6% 7,279 $276K
Reynders McVeigh Capital Management, LLC 0.02% Reduce -38.3% 7,255 $276K
Wealth Group, Ltd. 0.21% — 7,265 $275K
Wells Trecaso Financial Group, LLC 0.10% Reduce -2.0% 7,245 $275K
Sentry LLC 0.05% No change 7,231 $274K
Northcape Wealth Management, LLC 0.10% Reduce -7.1% 7,225 $274K
Maltin Wealth Management, Inc. 0.15% Add +0.6% 7,223 $274K
Weaver Consulting Group 0.10% No change 7,223 $274K
Independent Family Office, LLC 0.15% No change 7,219 $274K
Savvy Advisors, Inc. 0.16% Add +10.3% 7,213 $274K
Jacobsen Capital Management 0.13% Reduce -16.8% 7,188 $273K
Sharper & Granite LLC 0.13% No change 7,330 $272K
Waterloo Capital, L.P. 0.03% Reduce -24.6% 7,173 $272K
Psagot Value Holdings Ltd. / (Israel) 2.47% Reduce -78.7% 7,165 $272K
Clark Financial Services Group Inc. 0.33% Add +0.7% 7,170 $272K
Aveo Capital Partners, LLC 0.03% Reduce -1.4% 7,297 $272K
Petix & Botte Co 0.07% Reduce -50.0% 7,167 $272K
Donaldson Capital Management, LLC 0.01% Reduce -29.1% 7,134 $271K
NorthStar Asset Management LLC 0.20% Reduce -0.0% 7,129 $270K
Matrix Asset Advisors Inc. 0.03% Reduce -3.9% 7,111 $270K
Acute Investment Advisory, LLC 0.18% Reduce -13.1% 7,104 $269K
Genesee Capital Advisors, LLC 0.15% Add +0.6% 7,103 $269K
Galvin, Gaustad & Stein, LLC 0.03% Reduce -0.1% 7,100 $269K
Financial Architects, LLC 0.19% New 7,100 $269K
My Personal CFO, LLC 0.16% Add +0.7% 7,097 $269K
Morling Financial Advisors, LLC 0.15% Reduce -6.9% 7,087 $269K
Pennsylvania Capital Management Inc. 0.11% Reduce -9.7% 7,022 $266K
Paladin Advisory Group, LLC 0.21% Reduce -17.6% 7,096 $266K
Janiczek Wealth Management, LLC 0.06% Add +1.9% 7,014 $266K
Ackerman Capital Advisors, LLC 0.07% New 7,011 $266K
Willow Creek Wealth Management Inc. 0.03% Reduce -13.7% 7,010 $266K
TriaGen Wealth Management LLC 0.11% No change 6,992 $265K
Lee Johnson Capital Management, LLC 0.14% No change 6,985 $265K
Lincoln Capital LLC 0.06% No change 6,965 $264K
Ellis Investment Partners, LLC 0.06% Add +1.5% 6,954 $264K
Sterneck Capital Management, LLC 0.16% Add +0.0% 6,954 $264K
Montz Harcus Wealth Management LLC 0.18% Add +3.3% 6,953 $264K
Affinity Capital Advisors, LLC 0.06% Reduce -8.3% 6,917 $262K
Indie Asset Partners, LLC 0.23% Add +1.9% 6,908 $262K
Empirical Asset Management, LLC 0.13% Add +57.8% 10,714 $262K
Invst, LLC 0.03% Add +1.2% 6,978 $262K
Mezzasalma Advisors, LLC 0.12% New 6,902 $262K
HFG Advisors, Inc. 0.23% Reduce -15.2% 6,880 $261K
Alterna Wealth Management, Inc. 0.21% New 6,863 $260K
Sterling Investment Counsel, LLC 0.12% Reduce -75.8% 6,858 $260K
Tsfg, LLC 0.07% Add +0.2% 6,862 $260K
Radnor Capital Management, LLC 0.04% No change 6,855 $260K
Tacita Capital Inc 0.18% No change 6,835 $259K
Granite Investment Partners, LLC 0.01% Reduce -4.8% 6,825 $259K
Silver Oak Securities, Incorporated 0.04% Reduce -9.2% 6,798 $258K
Norway Savings Bank 0.11% Reduce -1.2% 6,783 $257K
Breed's Hill Capital LLC 0.24% Add +10.8% 6,764 $256K
Howard Financial Services, LTD. 0.04% Reduce -12.8% 6,763 $256K
World Investment Advisors 0.04% Reduce -34.1% 6,754 $256K
One Wealth Management Investment & Advisory Services, LLC 0.10% New 6,752 $256K
Glen Eagle Advisors, LLC 0.05% Reduce -39.2% 6,745 $256K
Destination Wealth Management 0.01% New 6,739 $256K
Walkner Condon Financial Advisors LLC 0.05% Add +3.5% 6,739 $256K
NFSG Corp 0.11% New 6,728 $255K
Gen-Wealth Partners Inc 0.13% — 6,697 $254K
JFS Wealth Advisors, LLC 0.02% Add +7.7% 6,694 $254K
Rakuten Securities, Inc. 0.11% Reduce -56.2% 6,683 $253K
Gould Asset Management LLC 0.06% Reduce -5.2% 6,679 $253K
Investment Advisory Group, LLC 0.10% Add +0.4% 6,673 $253K
Gerber, LLC 0.21% Add +0.0% 6,671 $253K
Silver Coast Investments LLC 0.10% Reduce -2.7% 6,669 $253K
Investment Partners, LTD. 0.11% Add +0.1% 6,665 $253K
Clarity Financial LLC 0.04% Add +2.9% 6,663 $253K
Doheny Asset Management 0.21% New 6,650 $252K
West Michigan Advisors, LLC 0.08% New 6,637 $252K
Goldstein Advisors, LLC 0.04% New 6,630 $251K
WealthBridge Capital Management, LLC 0.08% Add +0.2% 6,581 $250K
Ironwood Investment Management LLC 0.12% Reduce -9.4% 6,579 $249K
Brio Consultants, LLC 0.04% Reduce -2.4% 6,576 $249K
Eagle Bay Advisors LLC 0.16% Reduce -14.4% 6,572 $249K
Tranquilli Financial Advisor LLC 0.17% Reduce -1.3% 6,549 $248K
United Community Bank 0.10% Reduce -48.1% 6,542 $248K
Hunter Associates Investment Management LLC 0.04% No change 6,538 $248K
Patriot Investment Management Group, Inc. 0.02% Add +0.1% 6,535 $248K
Arcus Capital Partners, LLC 0.08% Add +0.1% 6,516 $247K
Tompkins Financial Corp. 0.03% Reduce -2.4% 6,512 $247K
Family Firm, Inc. 0.06% New 6,497 $246K
Nvest Financial, LLC 0.16% Reduce -3.2% 6,488 $246K
Madrona Financial Services, LLC 0.09% Add +5.3% 6,463 $245K
American Money Management, LLC 0.05% Add +0.1% 6,447 $244K
Hoxton Planning & Management, LLC 0.12% New 6,444 $244K
West Wealth Group, LLC 0.09% Add +0.5% 6,444 $244K
WFA Asset Management Corp 0.13% Reduce -41.7% 6,439 $244K
USAdvisors Wealth Management, LLC 0.09% New 6,467 $244K
Peak Asset Management, LLC 0.05% No change 6,430 $244K
W Advisors, LLC 0.17% Add +0.8% 6,429 $244K
Rain Capital Management, LLC 0.16% Add +2.0% 6,408 $243K
Alaska Wealth Advisors, LLC 0.04% New 6,387 $242K
JCIC Asset Management Inc. 0.10% Add +9.8% 6,385 $242K
Sound Income Strategies, LLC 0.02% Reduce -7.8% 6,384 $242K
Southern Capital Advisors, LLC 0.15% Add +3.9% 6,354 $241K
Mach-1 Financial Group, LLC 0.18% Reduce -91.3% 6,353 $241K
Cora Capital Advisors LLC 0.13% Add +0.1% 6,334 $240K
Powell Investment Advisors, LLC 0.13% No change 6,326 $240K
Destiny Wealth Partners, LLC 0.04% Reduce -10.7% 6,312 $239K
Hengehold Capital Management LLC 0.03% Add +0.3% 6,311 $239K
Alhambra Investment Management LLC 0.13% Add +3.7% 6,310 $239K
Royal Capital Wealth Management, LLC 0.19% Add +0.1% 6,284 $238K
Jackson, Grant Investment Advisers, Inc. 0.10% Reduce -5.3% 6,278 $238K
HMS Capital Management, LLC 0.13% New 6,275 $238K
DDD Partners, LLC 0.03% Reduce -19.8% 6,265 $238K
Elevation Point Wealth Partners, LLC 0.02% New 6,260 $237K
Professional Advisory Services Inc. 0.03% No change 6,242 $237K
RKL Wealth Management LLC 0.02% New 6,247 $237K
Northwest Wealth Management, LLC 0.06% Reduce -1.3% 6,240 $237K
Missouri Trust & Investment Co 0.09% Add +28.9% 6,238 $237K
Pittenger & Anderson Inc. 0.01% Add +29.4% 6,228 $236K
Integrity Wealth Solutions LLC 0.15% Add +0.5% 6,222 $236K
Vishria Bird Financial Group, LLC 0.10% Add +3.0% 6,202 $235K
Steigerwald, Gordon & Koch Inc. 0.03% Reduce -6.0% 6,196 $235K
SJS Investment Consulting Inc. 0.05% Add +53.3% 6,176 $234K
Butensky & Cohen Financial Security, Inc. 0.07% No change 6,150 $233K
Fielder Capital Group LLC 0.10% Add +1.8% 6,144 $233K
Symphony Financial, Ltd. Co. 0.05% Reduce -18.2% 6,141 $233K
SC&H Financial Advisors, Inc. 0.06% Reduce -19.0% 6,138 $233K
ForthRight Wealth Management, LLC 0.08% Add +0.3% 6,130 $232K
MPS Loria Financial Planners, LLC 0.08% Add +0.6% 6,124 $232K
Atlas Wealth LLC 0.19% New 6,108 $232K
New Insight Wealth Advisors 0.14% Reduce -30.1% 6,104 $231K
Meridian Financial Advisors, LLC 0.17% Add +0.9% 6,101 $231K
Cook Wealth, LLC 0.14% New 6,264 $231K
Matrix Private Capital Group LLC 0.16% Reduce -6.5% 6,084 $231K
Elevatus Welath Management 0.09% Add +0.1% 6,083 $231K
Fragasso Financial Advisors Inc 0.02% New 6,081 $231K
Wagner Wealth Management, LLC 0.07% Reduce -15.8% 6,079 $231K
Cove Private Wealth, LLC 0.20% No change 6,075 $230K
First Bancorp, Inc 0.17% New 6,065 $230K
TL Private Wealth 0.11% No change 6,076 $229K
Scott Capital Advisors, LLC 0.07% Reduce -2.2% 6,064 $229K
Modus Advisors, LLC 0.08% Reduce -7.6% 6,024 $228K
Bremer Bank National Association 0.04% New 6,002 $228K
Palisade Capital Management, LP 0.01% No change 6,000 $228K
First Nebraska Trust Co 0.02% Reduce -4.1% 5,977 $227K
Quantum Portfolio Management LLC 0.13% New 5,976 $227K
Leonard Rickey Investment Advisors P.L.L.C. 0.06% New 5,969 $226K
Abound Wealth Management 0.09% Add +0.6% 5,964 $226K
Lifestyle Asset Management, Inc. 0.13% Reduce -12.8% 5,962 $226K
Norris Perne & French LLP 0.02% Reduce -0.5% 5,962 $226K
Mountain Capital Investment Advisors Inc. 0.06% Reduce -0.3% 5,988 $226K
Moseley Investment Management Inc. 0.11% Reduce -16.3% 5,956 $226K
Harbour Trust & Investment Management Co 0.03% Reduce -0.0% 5,951 $226K
Ahl Investment Management, Inc. 0.17% Reduce -0.0% 5,950 $226K
Walter & Keenan Wealth Management LLC /in/ 0.07% New 5,950 $226K
Retirement Planning Group, LLC 0.02% New 5,931 $225K
Triad Wealth Partners, LLC 0.17% — 5,929 $225K
Clay Northam Wealth Management, LLC 0.18% New 5,924 $225K
Ballast Advisors LLC 0.08% Reduce -4.1% 5,907 $224K
Valtinson Bruner Financial Planning LLC 0.10% New 5,896 $224K
Linden Thomas Advisory Services, LLC 0.04% New 5,893 $223K
Physician Wealth Advisors, Inc. 0.05% Reduce -12.4% 6,435 $223K
A. D. Beadell Investment Counsel, Inc. 0.19% New 5,902 $223K
Keystone Financial Planning, Inc. 0.07% New 5,881 $223K
JSF Financial, LLC 0.07% Reduce -9.2% 5,879 $223K
Private Wealth Management Group, LLC 0.10% Reduce -6.4% 5,879 $223K
Allen Investment Management, LLC 0.00% Reduce -22.4% 5,861 $222K
Signet Investment Advisory Group, Inc. 0.12% New 5,850 $222K
Cape Cod Five Cents Savings Bank 0.02% Reduce -5.8% 5,847 $222K
Annapolis Financial Services, LLC 0.07% Reduce -29.1% 5,827 $221K
Algert Global LLC 0.01% Reduce -49.3% 5,827 $221K
Passive Capital Management, LLC. 0.09% New 5,810 $220K
Mraz, Amerine & Associates, Inc. 0.04% New 5,805 $220K
Spectrum Asset Management, Inc. (NB/CA) 0.09% New 5,797 $220K
Pacific Center for Financial Services 0.06% Reduce -6.5% 5,779 $219K
Sunburst Financial Group, LLC 0.06% Reduce -3.7% 5,837 $219K
Financial Engines Advisors L.L.C. 0.00% New 5,757 $218K
American Financial Advisors, LLC 0.03% Reduce -41.5% 5,739 $218K
Core Wealth Partners LLC 0.16% New 5,728 $217K
BlackDiamond Wealth Management, LLC 0.15% Reduce -15.4% 5,710 $217K
FSM Wealth Advisors, LLC 0.08% New 5,706 $216K
B.O.S.S. Retirement Advisors, LLC 0.08% Reduce -35.0% 6,413 $216K
Fermata Advisors, LLC 0.05% Reduce -12.4% 5,688 $216K
Beacon Capital Management, LLC 0.04% Reduce -7.0% 5,687 $216K
Lee Financial Co 0.04% No change 5,685 $216K
Segment Wealth Management, LLC 0.02% New 5,681 $215K
Trilogy Capital Inc. 0.01% New 5,646 $214K
Swisher Financial Concepts, Inc. 0.19% Reduce -7.7% 5,901 $214K
Capula Management Ltd 0.01% New 5,643 $214K
Future Financial Wealth Managment LLC 0.16% Reduce -14.9% 5,641 $214K
Signal Advisors Wealth, LLC 0.05% New 5,640 $214K
Tanager Wealth Management LLP 0.03% New 5,636 $214K
Tarbox Family Office, Inc. 0.04% New 5,635 $214K
waypoint wealth counsel 0.16% New 5,621 $213K
Crown Wealth Group, LLC 0.11% New 5,616 $213K
Firestone Capital Management 0.06% New 5,609 $213K
Thompson Davis & Co., Inc. 0.14% New 5,600 $212K
Renasant Bank 0.15% New 5,595 $212K
Washington Trust Advisors, Inc. 0.02% Add +0.1% 5,594 $212K
Waterford Advisors, LLC 0.09% New 5,593 $212K
Hill Investment Group Partners, LLC 0.03% New 5,593 $212K
Palisades Hudson Asset Management, L.P. 0.10% New 5,582 $212K
Lavaca Capital LLC 0.13% New 5,574 $211K
Slocum, Gordon & Co LLP 0.16% No change 5,571 $211K
Syntax Research, Inc. 0.16% Add +8.0% 5,554 $211K
Skba Capital Management LLC 0.03% Reduce -25.5% 5,550 $210K
Werlinich Asset Management, LLC 0.14% New 5,565 $210K
CVA Family Office, LLC 0.04% Add +0.4% 5,533 $210K
Prosperitas Financial LLC 0.13% Reduce -15.4% 5,530 $210K
Lloyd Advisory Services, LLC. 0.04% New 5,510 $209K
Arden Trust Co 0.03% Reduce -14.8% 5,503 $209K
Seldon Capital LP 0.13% New 5,502 $209K
Marotta Asset Management 0.04% Reduce -12.2% 5,501 $209K
Elgethun Capital Management 0.05% Add +0.1% 5,530 $208K
Delta Accumulation, LLC 1.29% Add +0.7% 5,495 $208K
Financial Guidance Group, Inc. 0.14% New 5,485 $208K
Hamilton Wealth, LLC 0.06% Reduce -27.5% 5,484 $208K
Narwhal Capital Management 0.02% Reduce -35.5% 5,473 $208K
Strategic Family Wealth Counselors, L.L.C. 0.08% New 5,465 $207K
Versant Capital Management, Inc 0.06% Add +7.9% 5,462 $207K
Cardiff Park Advisors, LLC 0.02% Reduce -22.0% 5,461 $207K
Clarity Wealth Advisors, LLC 0.07% New 5,450 $207K
Red Lighthouse Investment Management, LLC 0.08% New 5,448 $207K
Solutions 4 Wealth, Ltd 0.58% New 5,445 $206K
Concentrum Wealth Management 0.10% New 5,434 $206K
Charter Oak Capital Management, LLC 0.02% New 5,428 $206K
Bill Few Associates, Inc. 0.08% New 5,421 $206K
Willner & Heller, LLC 0.20% New 5,419 $205K
Encompass More Asset Management 0.17% New 5,414 $205K
Wela Strategies, Inc. 0.10% New 5,394 $205K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.09% No change 5,394 $205K
Lebenthal Global Advisors, LLC 0.05% New 5,392 $204K
Members Trust Co 0.01% New 5,392 $204K
Mirabella Financial Services LLP 0.01% Reduce -48.5% 5,402 $204K
Poplar Forest Capital LLC 0.03% New 5,380 $204K
Kelly Lawrence W & Associates Inc. 0.05% Add +2756.4% 5,370 $204K
Alpha Financial Advisors, LLC 0.10% New 5,364 $203K
First United Bank & Trust 0.08% Add +6.7% 5,360 $203K
James Hambro & Partners LLP 0.01% New 5,357 $203K
Quad-Cities Investment Group, LLC 0.12% New 5,353 $203K
Nexus Investment Management ULC 0.02% New 5,350 $203K
Andina Capital Management, LLC 0.16% New 5,343 $203K
Wetzel Investment Advisors, Inc. 0.12% Reduce -2.2% 5,663 $203K
Clayton Financial Group LLC 0.09% New 5,334 $202K
L. Roy Papp & Associates, LLP 0.02% New 5,326 $202K
Gibson Wealth Advisors LLC 0.19% — 5,320 $202K
Eclectic Associates Inc. 0.09% New 5,307 $201K
WMG Financial Advisors, LLC 0.11% New 5,293 $201K
Signature Estate & Investment Advisors LLC 0.01% New 5,288 $201K
Sage Rhino Capital LLC 0.05% New 5,279 $200K
Peoples Bank 0.16% No change 5,250 $199K
BKM Wealth Management, LLC 0.09% Add +30.1% 5,243 $199K
First Pacific Financial 0.05% Add +1.6% 5,113 $194K
Old Second National Bank of Aurora 0.05% No change 5,042 $191K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.14% Add +399.6% 5,001 $190K
Founders Capital Management 0.13% No change 4,949 $188K
Stuart Chaussee & Associates, Inc. 0.05% No change 4,937 $187K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.07% Add +10.2% 5,139 $187K
Center for Financial Planning, Inc. 0.03% Add +10.7% 4,921 $187K
Investment Research & Advisory Group, Inc. 0.08% Reduce -0.6% 4,806 $182K
Laffer Tengler Investments, Inc. 0.06% Reduce -1.1% 4,795 $182K
Monetary Management Group Inc. 0.05% No change 4,750 $180K
Nemes Rush Group LLC 0.03% Add +2.4% 4,745 $180K
Heritage Wealth Management, Inc. 0.18% Reduce -2.0% 4,663 $177K
Kelly Financial Services LLC 0.07% No change 4,618 $175K
Ritter Daniher Financial Advisory LLC / DE 0.06% No change 4,554 $173K
GPS Wealth Strategies Group, LLC 0.03% Reduce -11.6% 4,550 $173K
RFP Financial Group LLC 0.07% Reduce -5.2% 4,541 $172K
Western Pacific Wealth Management, LP 0.12% Add +0.0% 4,520 $171K
Blue Bell Private Wealth Management, LLC 0.04% Add +1.8% 4,468 $169K
Voisard Asset Management Group, Inc. 0.09% Reduce -20.9% 4,403 $167K
Retirement Group, LLC 0.06% Add +1.2% 4,370 $166K
MUFG Securities EMEA plc 0.02% Reduce -25.1% 4,358 $165K
Godsey & Gibb, Inc. 0.02% Reduce -12.2% 4,328 $164K
Norwood Financial Corp 0.23% Reduce -1.2% 4,262 $162K
Atlas Capital Advisors Inc. 0.03% Add +39.5% 4,239 $161K
FSA Wealth Management LLC 0.07% Add +0.1% 4,194 $159K
Plante Moran Financial Advisors, LLC 0.02% Reduce -30.0% 4,177 $158K
Indiana Trust & Investment Management Co 0.06% Add +46.3% 4,097 $155K
Hoese & Co LLP 0.14% Reduce -25.4% 4,500 $155K
GW&K Investment Management, LLC 0.00% Add +33.2% 3,923 $149K
West Oak Capital, LLC 0.06% No change 3,785 $144K
Impact Partnership Wealth, LLC 0.05% Add +141.3% 3,617 $137K
Rational Advisors, Inc. 0.01% New 3,597 $136K
Trifecta Capital Advisors, LLC 0.03% Add +132.6% 3,508 $133K
Ruedi Wealth Management, Inc. 0.06% Add +12.7% 3,472 $132K
LifeSteps Financial, Inc. 0.10% New 3,466 $131K
Mb, Levis & Associates, LLC 0.07% Add +0.6% 3,453 $131K
Game Plan Financial Advisors, LLC 0.07% Add +0.1% 3,412 $129K
Harvest Fund Management Co., Ltd 0.01% Reduce -40.9% 3,414 $129K
State of Wyoming 0.02% New 3,387 $128K
Manitou Investment Management Ltd. 0.03% No change 3,375 $128K
Householder Group Estate & Retirement Specialist, LLC 0.04% Add +6.1% 3,355 $127K
Bogart Wealth, LLC 0.01% Add +5.6% 3,342 $127K
Financial Connections Group, Inc. 0.14% Add +4.5% 3,254 $124K
Financial Synergies Wealth Advisors, Inc. 0.02% Add +4856.9% 3,222 $122K
Covestor Ltd 0.08% Reduce -48.6% 3,212 $122K
Canton Hathaway, LLC 0.03% No change 3,208 $122K
BOK Financial Private Wealth, Inc. 0.01% No change 3,199 $121K
Riverview Trust Co 0.09% New 3,165 $120K
Pacific Capital Wealth Advisors, Inc. 0.03% Reduce -34.9% 3,158 $120K
RE Dickinson Investment Advisors, LLC 0.07% No change 3,145 $119K
Institutional & Family Asset Management, LLC 0.02% Reduce -2.6% 3,113 $118K
Legacies Wealth LLC 0.10% No change 3,055 $116K
Gladius Capital Management LP 0.11% New 3,018 $114K
DiNuzzo Private Wealth, Inc. 0.02% Reduce -4.8% 2,957 $112K
Carmichael Hill & Associates, Inc. 0.04% Reduce -21.9% 2,842 $108K
Costello Asset Management, INC 0.08% No change 2,839 $108K
Tidemark, LLC 0.06% Add +0.2% 2,837 $108K
Avalon Trust Co 0.01% Reduce -5.1% 2,748 $104K
Tortoise Investment Management, LLC 0.01% Reduce -4.2% 2,723 $103K
Spectrum Wealth Counsel, LLC 0.01% Reduce -45.5% 2,702 $102K
SRH Advisors, LLC 0.03% No change 2,681 $102K
Sachetta, LLC 0.05% No change 2,980 $100K
Avion Wealth 0.03% Reduce -1.3% 2,627 $100K
Adalta Capital Management LLC 0.05% Reduce -16.1% 2,600 $99K
Riggs Asset Managment Co. Inc. 0.03% Add +0.8% 2,594 $98K
GoalVest Advisory LLC 0.03% Add +3.4% 2,437 $92K
CarsonAllaria Wealth Management, Ltd. 0.06% Add +0.1% 2,405 $91K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 3.26% New 2,400 $91K
Foster Dykema Cabot & Partners, LLC 0.01% Add +132.4% 2,389 $91K
Hanson & Doremus Investment Management 0.02% Reduce -4.3% 2,378 $90K
Horizons Wealth Management 0.06% No change 2,655 $89K
FRG Family Wealth Advisors LLC 0.02% New 2,402 $89K
Breakwater Investment Management 0.04% — 2,319 $88K
Advantage Trust Co 0.06% No change 2,250 $85K
Naples Money Management LLC 0.08% Reduce -15.3% 2,217 $84K
A.P. Gilfoyle & Co., L.P. 4.40% Add +388.9% 2,200 $83K
Grayhawk Investment Strategies Inc. 0.07% No change 2,197 $83K
Balefire, LLC 0.03% Reduce -18.3% 2,195 $83K
Elkhorn Partners Limited Partnership 0.06% Reduce -29.0% 2,200 $83K
Richardson Financial Services Inc. 0.06% Add +57.9% 2,182 $83K
Atticus Wealth Management, LLC 0.03% Reduce -47.8% 2,181 $83K
REAP Financial Group, LLC 0.02% Reduce -50.5% 2,160 $82K
Core Alternative Capital 0.01% Reduce -40.9% 2,139 $81K
Winch Advisory Services, LLC 0.02% Add +0.6% 2,139 $81K
Trust Co 0.01% No change 2,135 $81K
DHJJ Financial Advisors, Ltd. 0.04% No change 2,090 $79K
Wolff Wiese Magana LLC 0.07% No change 2,076 $79K
Scarborough Advisors, LLC 0.04% Add +5.6% 2,046 $78K
Loomis Sayles & Co. L P 0.00% Add +24.2% 2,033 $77K
Dagco, Inc. 0.03% Add +234.8% 2,009 $76K
Spotlight Asset Group, Inc. 0.05% No change 2,000 $76K
Activest Wealth Management 0.03% New 1,875 $71K
Bfsg, LLC 0.01% Add +12.0% 1,862 $71K
Fernwood Investment Management, LLC 0.02% New 1,851 $70K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% Reduce -13.9% 1,853 $70K
Northwest Capital Management Inc 0.02% No change 1,800 $68K
Wellington Shields & Co., LLC 0.02% Reduce -21.8% 1,798 $68K
Stephens Consulting, LLC 0.02% No change 1,785 $68K
TFC Financial Management, Inc. 0.01% Reduce -34.0% 1,668 $63K
Beaird Harris Wealth Management, LLC 0.01% Add +439.7% 1,657 $63K
Signature Resources Capital Management, LLC 0.06% No change 1,852 $62K
Central Bank & Trust Co. 0.01% Reduce -2.3% 1,644 $62K
Timber Creek Capital Management LLC 0.02% Reduce -1.4% 1,605 $61K
EnRich Financial Partners LLC 0.02% New 1,575 $60K
Moisand Fitzgerald Tamayo, LLC 0.01% Reduce -6.1% 1,518 $58K
Valley Wealth Managers, Inc. 0.00% No change 1,500 $57K
Bell Investment Advisors, Inc 0.01% Add +17.1% 1,482 $56K
Keener Financial Planning LLC 0.04% No change 1,454 $56K
Compass Wealth Management LLC 0.01% Reduce -15.0% 1,470 $56K
CBIZ Investment Advisory Services, LLC 0.00% New 1,458 $55K
OAKMONT Corp 0.01% No change 1,455 $55K
HBC Financial Services, PLLC 0.04% Reduce -40.0% 1,498 $55K
Birchbrook, Inc. 0.03% Add +0.1% 1,437 $54K
Castleview Partners, LLC 0.03% No change 1,402 $53K
Kiely Wealth Advisory Group, Inc. 0.03% Add +3.1% 1,393 $53K
Carolina Wealth Advisors, LLC 0.03% Reduce -3.1% 1,386 $53K
Broadwater Capital Management LLC 0.04% No change 1,332 $51K
LFA - Lugano Financial Advisors SA 0.04% Add +348.6% 1,328 $50K
Frank, Rimerman Advisors LLC 0.01% No change 1,295 $49K
Twin Lakes Capital Management, LLC 0.03% Add +0.6% 1,283 $49K
Clear Point Advisors Inc. 0.04% Add +0.1% 1,234 $47K
Truvestments Capital LLC 0.02% Reduce -43.2% 1,213 $46K
Planning Capital Management Corp 0.03% Reduce -37.6% 1,206 $46K
First Community Trust NA 0.04% No change 1,200 $46K
Global Assets Advisory, LLC 0.03% New 1,182 $44K
Roble, Belko & Company, Inc 0.01% Reduce -8.4% 1,148 $44K
Aspect Partners, LLC 0.03% Add +1.1% 1,146 $43K
McClarren Financial Advisors, Inc. 0.03% New 1,046 $40K
Global Trust Asset Management, LLC 0.02% No change 1,036 $39K
Davis Capital Management 0.03% Add +30.4% 1,016 $38K
PARK CIRCLE Co 0.04% No change 1,000 $38K
Core Wealth Advisors, Inc. 0.01% Add +0.1% 994 $38K
Red Tortoise LLC 0.02% Add +0.1% 965 $37K
Criterion Capital Advisors, LLC 0.02% No change 958 $36K
Private Ocean, LLC 0.00% Reduce -25.4% 956 $36K
Front Row Advisors LLC 0.01% Add +10.2% 932 $36K
WealthCollab, LLC 0.03% Reduce -5.9% 937 $36K
Mascoma Wealth Management LLC 0.01% No change 929 $35K
Fortis Group Advisors, LLC 0.01% Reduce -50.0% 914 $35K
Clearstead Trust, LLC 0.01% Add +1489.3% 890 $34K
Van Lanschot Kempen Investment Management N.V. 0.00% Reduce -15.6% 884 $34K
Northwest Investment Counselors, LLC 0.01% New 883 $33K
Frazier Financial Advisors, LLC 0.03% Add +74.9% 864 $33K
Mark Sheptoff Financial Planning, LLC 0.02% Reduce -18.8% 862 $33K
Livelsberger Financial Advisory 0.39% Add +0.7% 847 $33K
Tanglewood Legacy Advisors, LLC 0.02% Add +9.3% 847 $32K
New England Capital Financial Advisors LLC 0.02% Reduce -74.2% 832 $32K
Granite FO LLC 0.02% No change 772 $31K
TD Capital Management LLC 0.00% Add +21.6% 801 $30K
Morgan Dempsey Capital Management LLC 0.01% No change 800 $30K
Cornerstone Planning Group LLC 0.01% Reduce -5.7% 805 $30K
Raffa Wealth Management, LLC 0.01% Reduce -39.4% 779 $30K
Cassady Schiller Wealth Management, LLC 0.01% Add +10.7% 775 $29K
Chelsea Counsel Co. 0.02% No change 700 $27K
Delos Wealth Advisors, LLC 0.03% Add +402.2% 683 $26K
Financial Freedom, LLC 0.02% No change 671 $25K
Quarry LP 0.01% Reduce -11.2% 653 $25K
Mendota Financial Group, LLC 0.01% No change 645 $24K
Wiser Advisor Group LLC 0.04% No change 637 $24K
Dunhill Financial, LLC 0.02% Add +16.8% 633 $24K
Bromfield Sneider Wealth Advisors 0.01% No change 626 $24K
Perkins Coie Trust Co 0.01% No change 624 $24K
Dynamic Wealth Strategies, LLC 0.02% No change 600 $23K
Richardson Capital Management LLC 0.02% Reduce -40.0% 600 $23K
Valued Wealth Advisors LLC 0.02% Add +130.5% 590 $22K
ClariVest Asset Management LLC 0.00% Add +25.3% 579 $22K
Security National Bank 0.00% No change 550 $21K
Nordwand Advisors, LLC 0.01% No change 545 $21K
Glass Jacobson Investment Advisors llc 0.01% Add +0.4% 519 $20K
CNB Bank 0.01% Add +12.0% 515 $20K
Lowe Wealth Advisors, LLC 0.01% No change 505 $19K
PrairieView Partners, LLC 0.00% Add +0.2% 501 $19K
Custom Portfolio Group LLC 0.02% No change 500 $19K
Cranbrook Wealth Management, LLC 0.00% No change 498 $19K
Vermillion & White Wealth Management Group, LLC 0.01% Add +0.8% 495 $19K
Lummis Asset Management, LP 0.02% No change 461 $17K
Macroview Investment Management LLC 0.02% Add +0.7% 461 $17K
Clarity Asset Management, Inc. 0.01% No change 459 $17K
Accordant Advisory Group Inc 0.01% — 450 $17K
Robbins Farley 0.01% No change 400 $15K
Elevation Wealth Partners, LLC 0.01% Reduce -65.2% 397 $15K
EntryPoint Capital, LLC 0.01% Reduce -80.9% 388 $15K
Gould Capital, LLC 0.01% No change 350 $13K
Transcendent Capital Group LLC 0.01% New 350 $13K
University of Texas/Texas Am Investment Management Co. 0.00% Reduce -50.0% 370 $12K
Country Trust Bank 0.00% Reduce -25.3% 328 $12K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -3.8% 328 $12K
Pineridge Advisors LLC 0.00% Reduce -89.5% 300 $11K
AlphaMark Advisors, LLC 0.00% No change 278 $11K
Bear Mountain Capital, Inc. 0.00% Reduce -14.3% 300 $11K
Stone House Investment Management, LLC 0.00% Add +0.4% 276 $10K
HighMark Wealth Management LLC 0.01% No change 90 $10K
MilWealth Group LLC 0.00% No change 270 $10K
Coston, McIsaac & Partners 0.00% No change 281 $10K
IAG Wealth Partners, LLC 0.00% New 250 $9K
IFS Advisors, LLC 0.01% No change 247 $9K
NewSquare Capital LLC 0.00% Reduce -16.4% 245 $9K
Cutler Group LLC / CA 0.00% Reduce -99.9% 244 $9K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -47.1% 253 $9K
Partnership Wealth Management, LLC 0.01% No change 230 $9K
Cherry Tree Wealth Management, LLC 0.00% No change 216 $8K
Dixon Mitchell Investment Counsel Inc. 0.00% New 216 $8K
Fairman Group, LLC 0.01% Reduce -86.0% 215 $8K
Summit Securities Group LLC 0.00% Add +100.0% 200 $8K
Ameliora Wealth Management Ltd. 0.00% No change 207 $8K
ORG Partners LLC 0.01% Reduce -94.1% 208 $8K
Mma Asset Management LLC 0.00% New 205 $8K
FSC Wealth Advisors, LLC 0.01% No change 200 $8K
Creative Capital Management Investments LLC 0.00% No change 198 $8K
Bare Financial Services, Inc 0.01% No change 200 $7K
Highline Wealth Partners LLC 0.00% No change 172 $7K
Steph & Co. 0.00% No change 169 $6K
Christopher J. Hasenberg, Inc 0.00% New 162 $6K
Legacy Bridge, LLC 0.00% No change 145 $5K
Cedar Mountain Advisors, LLC 0.00% No change 137 $5K
TruNorth Capital Management, LLC 0.00% — 135 $5K
Evolution Advisers, Inc. 0.00% Add +0.8% 124 $5K
Abich Financial Wealth Management LLC 0.00% New 109 $4K
FWL Investment Management, LLC 0.00% Reduce -51.2% 105 $4K
Cedar Wealth Management, LLC 0.00% No change 105 $4K
PFS Partners, LLC 0.00% Add +1.0% 103 $4K
Iron Horse Wealth Management, LLC 0.00% Add +1.0% 98 $4K
PFG Private Wealth Management, LLC 0.00% No change 98 $4K
Northwest Bank & Trust Co 0.00% No change 100 $4K
Creekmur Asset Management LLC 0.00% New 95 $4K
PayPay Securities Corp 0.16% Reduce -16.5% 86 $3K
Lam Group, Inc. 0.00% No change 86 $3K
VitalStone Financial, LLC 0.00% No change 66 $3K
POM Investment Strategies, LLC 0.00% No change 77 $3K
TFO Wealth Partners, LLC 0.00% No change 59 $2K
Westend Capital Management, LLC 0.00% — 54 $2K
Horizon Bancorp Inc. 0.00% Reduce -66.7% 50 $2K
LGT Financial Advisors LLC 0.00% No change 40 $2K
AlphaQuest LLC 0.00% Reduce -99.9% 35 $1K
Robinswood Financial LLC 0.00% No change 35 $1K
Financial Gravity Asset Management, Inc. 0.00% Reduce -97.9% 37 $1K
WestEnd Advisors, LLC 0.00% New 26 $986
Evergreen Private Wealth LLC 0.00% No change 13 $493
Legend Financial Advisors, Inc. 0.00% No change 11 $431
Atlantic Private Wealth, LLC 0.00% No change 10 $379
DecisionPoint Financial, LLC 0.00% No change 3 $114

"% of holder's portfolio" is BAC's weight in each manager's 13F, not the share of Bank of America Corp. the manager owns.