Bank of AmericaBAC

13F holders, Q2 2024 (June 30)
2,953holders +29
154new positions
129sold out
18famous investors
$39.76avg. 13F price*

At the end of Q2 2024, 2,953 institutions reported holding Bank of America Corp. (BAC) in their 13F filings, up 29 from Q1 2024. 154 opened new positions and 129 sold out. The largest holders were Berkshire Hathaway ($41.1B), Vanguard Group Inc. ($25.5B) and BlackRock Inc. ($18.8B). 18 famous investors held it, including Charlie Munger (43.6% of Daily Journal's portfolio), Li Lu (28.1% of Himalaya Capital Management's portfolio) and Warren Buffett (14.7% of Berkshire Hathaway's portfolio).

Company
Bank of America Corp.
Filed as
BANK AMERICA CORP (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions154$801.4M
Exits129$808.8M

All 13F filers, Q1 2024 → Q2 2024: 236,357,206 shares bought and 231,029,543 shares sold, net +5,327,663 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,953 holders

Berkshire Hathaway 14.67% No change 1,032,852,006 $41.1B
Vanguard Group Inc. 0.49% Reduce -0.4% 641,632,660 $25.5B
BlackRock Inc. 0.43% Reduce -3.0% 473,118,758 $18.8B
State Street Corp. 0.50% Reduce -1.6% 287,790,635 $11.4B
FMR LLC 0.51% Add +4.4% 200,219,692 $8.0B
JPMorgan Chase & Co. 0.51% Add +0.7% 147,905,317 $5.9B
Geode Capital Management, LLC 0.48% Add +1.1% 138,555,829 $5.5B
Norges Bank 0.73% Add +1.8% 122,915,003 $4.9B
Morgan Stanley 0.34% Add +0.1% 109,161,649 $4.3B
T. Rowe Price Associates Inc. 0.42% Reduce -6.0% 88,013,810 $3.5B
Franklin Resources Inc. 0.88% Reduce -5.2% 71,173,617 $2.8B
Capital World Investors 0.45% Add +70.7% 68,899,471 $2.7B
Northern Trust Corp. 0.41% Reduce -0.5% 60,763,299 $2.4B
Dodge & Cox 1.45% Reduce -14.5% 60,616,153 $2.4B
Ameriprise Financial Inc. 0.58% Reduce -2.5% 53,844,019 $2.1B
Bank of New York Mellon Corp 0.38% Reduce -4.5% 50,461,963 $2.0B
Invesco Ltd. 0.39% Reduce -4.0% 45,700,916 $1.8B
Legal & General Group Plc 0.49% Reduce -2.2% 43,816,675 $1.7B
Fisher Asset Management 0.75% Add +8.9% 43,484,829 $1.7B
Charles Schwab Investment Management Inc. 0.32% Add +0.2% 42,826,341 $1.7B
Harris Associates (Oakmark Funds) 2.76% Reduce -17.1% 41,010,905 $1.6B
Wellington Management Group LLP 0.29% Add +103.2% 40,606,901 $1.6B
Royal Bank of Canada 0.37% Add +4.3% 38,619,503 $1.5B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.41% Add +25.9% 36,054,911 $1.4B
Dimensional Fund Advisors LP 0.36% Reduce -0.8% 34,795,740 $1.4B
Goldman Sachs Group Inc. 0.26% Reduce -8.8% 33,343,628 $1.3B
Amundi 0.48% Add +45.2% 30,752,111 $1.3B
Deutsche Bank AG 0.55% Add +47.8% 30,731,419 $1.2B
Barclays PLC 0.56% Add +13.1% 30,365,188 $1.2B
Lazard Asset Management LLC 1.59% Reduce -3.5% 29,543,976 $1.2B
Wells Fargo & Company 0.30% Reduce -2.3% 28,850,580 $1.1B
Nuveen Asset Management, LLC 0.31% Reduce -13.5% 26,285,074 $1.0B
UBS Group AG 0.31% Add +12.8% 25,656,282 $1.0B
Bank of Montreal 0.28% Reduce -4.7% 23,137,806 $929.7M
Parnassus Investments, LLC 2.01% Reduce -46.5% 23,172,956 $921.6M
Citadel Advisors 0.90% Reduce -20.6% 22,379,085 $890.0M
Arrowstreet Capital, Limited Partnership 0.77% Add +5.4% 22,112,399 $879.4M
Sanders Capital, LLC 1.32% Add +721.0% 21,740,002 $864.6M
Voya Investment Management LLC 0.95% Add +1.7% 21,187,654 $842.3M
Alliancebernstein L.P. 0.29% Reduce -1.6% 20,625,301 $820.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.89% Reduce -48.0% 20,238,779 $804.9M
Alphinity Investment Management Pty Ltd 5.91% Add +32.1% 20,168,255 $802.1M
Pzena Investment Management LLC 2.77% Reduce -7.6% 19,833,297 $788.8M
Himalaya Capital Management 28.07% No change 18,081,133 $719.1M
Massachusetts Financial Services Co. 0.21% Reduce -2.4% 17,427,527 $693.1M
Diamond Hill Capital Management, LLC (Investment Advisor) 2.89% Reduce -6.3% 16,983,099 $675.4M
HSBC Holdings PLC 0.42% Reduce -7.6% 16,361,549 $650.8M
California Public Employees Retirement System 0.48% Reduce -28.6% 16,293,004 $648.0M
Clearbridge Investments, LLC 0.53% Add +23.6% 16,260,822 $646.7M
Bessemer Group Inc. 1.11% Reduce -1.1% 15,863,385 $630.9M
Sumitomo Mitsui Trust Group, Inc. 0.46% Reduce -7.8% 15,787,713 $627.9M
Principal Financial Group Inc. 0.35% Reduce -1.9% 14,846,245 $590.4M
Rhumbline Advisers 0.51% Reduce -1.8% 13,519,567 $537.7M
Millennium Management 0.45% Add +149.4% 13,186,076 $524.4M
APG Asset Management N.V. 0.89% Reduce -4.2% 13,476,339 $500.1M
BNP Paribas Financial Markets 0.54% Reduce -23.7% 12,378,277 $492.3M
National Pension Service 0.54% Add +1.2% 11,719,147 $466.1M
California State Teachers Retirement System 0.56% Reduce -0.7% 11,390,226 $453.0M
Bank of America Corp. 0.04% Add +3.8% 11,208,350 $445.8M
Canada Pension Plan Investment Board 0.43% Reduce -24.9% 10,913,484 $434.0M
New York State Common Retirement Fund 0.55% Reduce -1.5% 10,510,835 $418.0M
Primecap Management Co. 0.30% Reduce -5.4% 10,344,132 $411.4M
Neuberger Berman Group LLC 0.33% Reduce -7.6% 10,252,970 $407.6M
Healthcare of Ontario Pension Plan Trust Fund 1.17% Add +39.8% 9,941,700 $395.4M
National Bank of Canada 0.59% Add +48.8% 9,428,298 $377.2M
Citigroup Inc. 0.36% Reduce -33.7% 9,444,753 $375.6M
AMF Tjanstepension AB 2.77% Add +959.6% 9,327,332 $370.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.45% Add +11.3% 9,269,305 $368.6M
Envestnet Asset Management Inc. 0.12% Add +1.5% 8,654,061 $344.2M
Manufacturers Life Insurance Company, The 0.32% Add +5.0% 8,582,377 $341.3M
Marshall Wace, LLP 0.48% Reduce -2.4% 8,478,110 $337.2M
PNC Financial Services Group, Inc. 0.22% Reduce -1.8% 8,328,717 $331.2M
Raymond James & Associates 0.21% Reduce -14.2% 8,087,594 $321.6M
Rokos Capital Management LLP 7.34% Add +157.4% 7,802,884 $310.3M
Smead Capital Management, Inc. 4.77% Add +5.5% 7,667,603 $304.9M
Ensign Peak Advisors, Inc 0.55% Add +2.8% 7,598,844 $302.2M
Robeco Institutional Asset Management B.V. 0.65% Add +18.5% 7,581,151 $301.5M
King Luther Capital Management Corp. 1.34% Reduce -0.4% 7,432,480 $295.6M
US Bancorp \de 0.40% Reduce -0.7% 7,364,058 $292.9M
Jennison Associates LLC 0.19% Reduce -0.8% 7,347,727 $292.2M
ING Groep NV 1.70% Add +183.8% 7,216,019 $287.0M
Swedbank AB 0.37% Add +1.2% 6,991,525 $278.1M
AQR Capital Management 0.42% Add +26.8% 6,979,594 $276.3M
State Board of Administration of Florida Retirement System 0.54% Reduce -11.8% 6,922,684 $275.3M
Boston Partners 0.33% Reduce -1.5% 6,675,769 $265.6M
New York State Teachers Retirement System 0.56% Reduce -4.9% 6,672,542 $265.4M
Adage Capital Partners Gp, L.L.C. 0.48% Reduce -3.4% 6,526,273 $259.5M
Darsana Capital Partners LP 7.07% Reduce -13.3% 6,500,000 $258.5M
Jane Street Group, LLC 0.28% Add +19.9% 6,414,288 $255.1M
First Trust Advisors LP 0.26% Reduce -5.8% 6,353,259 $252.7M
Lord, Abbett & Co. LLC 0.83% Add +1.1% 6,309,826 $250.9M
LPL Financial LLC 0.12% Add +4.7% 6,269,763 $249.3M
Cullen Capital Management, LLC 2.85% Reduce -5.1% 6,230,068 $247.8M
Aberdeen Group plc 0.47% Reduce -2.0% 6,177,929 $245.7M
1832 Asset Management L.P. 0.44% Add +1432.1% 6,151,042 $244.6M
DekaBank Deutsche Girozentrale 0.44% Reduce -4.1% 6,147,212 $242.4M
Baird Financial Group, Inc. 0.49% Add +6.8% 5,891,173 $234.3M
Fort Washington Investment Advisors Inc. 1.52% Reduce -2.8% 5,869,350 $233.4M
Brandywine Global Investment Management, LLC 1.74% Add +24.6% 5,813,126 $231.2M
CANADA LIFE ASSURANCE Co 0.43% Add +11.5% 5,803,102 $231.0M
Korea Investment CORP 0.56% Reduce -0.0% 5,552,137 $220.8M
Fifth Third Bancorp 0.84% Reduce -0.1% 5,539,340 $220.3M
Brandes Investment Partners, LP 2.68% Add +8.4% 5,485,023 $217.9M
Prudential Financial Inc. 0.33% Reduce -38.1% 5,457,811 $217.1M
Natixis Advisors, LLC 0.45% Add +13.7% 5,228,455 $207.9M
UniSuper Management Pty Ltd 1.71% Add +3.7% 5,185,646 $206.2M
Edmond DE Rothschild Holding S.A. 3.47% Reduce -19.5% 5,086,643 $202.3M
HighTower Advisors, LLC 0.31% Reduce -0.6% 5,071,026 $201.8M
Russell Investments Group, Ltd. 0.31% Add +20.7% 4,848,541 $192.7M
Hotchkis & Wiley Capital Management LLC 0.64% Reduce -1.0% 4,597,916 $182.9M
American Century Companies Inc. 0.11% Reduce -10.0% 4,462,049 $177.5M
Storebrand Asset Management As 0.59% Add +0.1% 4,433,507 $176.3M
Stifel Financial Corp. 0.20% Add +0.1% 4,427,986 $176.1M
Thrivent Financial for Lutherans 0.35% Reduce -0.3% 4,374,234 $174.0M
Schroder Investment Management Group 0.19% Add +14.5% 4,206,180 $167.3M
CI Investments Inc. 0.65% Reduce -18.9% 4,152,771 $165.2M
Federated Hermes, Inc. 0.39% Add +1.0% 4,149,976 $165.0M
Retirement Systems of Alabama 0.64% Reduce -4.1% 4,140,220 $164.7M
State of Wisconsin Investment Board 0.43% Reduce -0.7% 4,112,693 $163.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.42% Reduce -26.3% 4,052,552 $161.2M
Panagora Asset Management Inc. 0.81% Add +13.7% 4,042,461 $160.8M
Westwood Holdings Group Inc. 1.27% Reduce -6.6% 3,857,413 $153.4M
Chevy Chase Trust Holdings, LLC 0.48% Reduce -2.6% 3,809,843 $151.5M
DNB Asset Management AS 0.71% Add +20.1% 3,743,516 $148.9M
Great Lakes Advisors, LLC 1.32% Add +1.1% 3,738,363 $148.7M
LSV Asset Management 0.33% Reduce -6.6% 3,732,760 $148.5M
Victory Capital Management Inc. 0.15% Add +6.7% 3,650,897 $145.2M
Brown Advisory Inc. 0.19% Reduce -9.1% 3,646,265 $145.0M
M&T Bank Corp 0.49% Add +0.4% 3,643,087 $144.9M
Zurich Insurance Group Ltd 1.25% Add +70.2% 3,641,002 $144.8M
Junto Capital Management LP 3.14% Add +60.2% 3,589,872 $142.8M
Aviva PLC 0.40% Add +20.1% 3,582,078 $142.5M
Capital Fund Management S.A. 1.62% Add +22.4% 3,576,213 $142.2M
Empower Advisory Group, LLC 0.53% Reduce -0.9% 3,561,758 $141.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.45% Add +8.6% 3,457,455 $137.5M
Mitsubishi UFJ Trust & Banking Corp 0.33% Reduce -8.9% 3,435,384 $136.6M
Toronto Dominion Bank 0.21% Reduce -56.7% 3,342,394 $132.9M
Treasurer of the State of North Carolina 0.56% Add +1.9% 3,326,217 $132.3M
Bank of Nova Scotia 0.26% Reduce -4.4% 3,306,375 $131.5M
Truist Financial Corp. 0.19% Reduce -3.4% 3,212,268 $127.8M
Barrow Hanley Mewhinney & Strauss LLC 0.43% New 3,199,698 $127.3M
Keybank National Association 0.52% Add +0.0% 3,170,476 $126.1M
Wealth Enhancement Advisory Services, LLC 0.30% Reduce -0.0% 3,153,697 $125.4M
Susquehanna International Group, LLP 0.22% Add +16.6% 3,135,062 $124.7M
Commonwealth Equity Services, LLC 0.20% Add +0.0% 3,126,806 $124.4M
Danica Pension, Livsforsikringsaktieselskab 2.52% Reduce -9.2% 3,090,532 $122.9M
Pictet Asset Management Holding SA 0.14% Reduce -1.0% 3,081,990 $122.6M
Alyeska Investment Group, L.P. 0.70% Add +582.3% 3,061,272 $121.7M
Public Employees Retirement System of Ohio 0.47% Reduce -5.9% 3,055,915 $121.5M
Balyasny Asset Management L.P. 0.32% Reduce -50.3% 3,053,811 $121.5M
Calamos Advisors LLC 0.83% Reduce -2.3% 2,976,724 $118.4M
Royal London Asset Management Ltd. 0.30% Add +2.0% 2,959,339 $117.7M
Danske Bank A/S 0.43% Reduce -8.2% 2,913,466 $115.9M
Asset Management One Co., Ltd. 0.44% Reduce -0.4% 2,899,713 $115.3M
Everett Harris & Co. 1.48% Reduce -0.2% 2,893,845 $115.1M
TD Asset Management Inc 0.11% Reduce -0.5% 2,887,979 $114.9M
Corient Private Wealth LP 0.19% Add +5.9% 2,806,626 $111.6M
Epoch Investment Partners, Inc. 0.50% Reduce -39.2% 2,777,977 $110.5M
Mackenzie Financial Corp. 0.16% Reduce -3.1% 2,777,085 $110.4M
Sei Investments Co. 0.15% Reduce -17.8% 2,722,054 $108.3M
Raymond James Financial Services Advisors, Inc. 0.15% Reduce -8.6% 2,713,456 $107.9M
State of Tennessee, Department of Treasury 0.39% Reduce -4.8% 2,669,312 $106.2M
Artisan Partners Limited Partnership 0.16% Reduce -9.8% 2,667,768 $106.1M
Shapiro Capital Management LLC 3.14% Reduce -25.4% 2,651,046 $105.4M
Creative Planning 0.11% Add +6.3% 2,650,965 $105.4M
Choreo, LLC 1.77% Add +1819.3% 2,637,059 $105.4M
Captrust Financial Advisors 0.34% Add +2.9% 2,628,194 $104.5M
State of New Jersey Common Pension Fund D 0.45% Reduce -36.0% 2,598,568 $103.3M
Caisse de depot et placement du Quebec 0.25% Add +19.9% 2,592,927 $103.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.61% Add +32.7% 2,561,832 $101.9M
Man Group plc 0.28% Add +491.2% 2,557,577 $101.7M
Douglas Lane & Associates, LLC 1.43% Reduce -7.5% 2,533,677 $100.8M
LGT Group Foundation 1.55% Add +85.0% 2,472,217 $98.3M
Cerity Partners LLC 0.26% Reduce -9.7% 2,443,576 $97.2M
KBC Group NV 0.29% Add +7.9% 2,404,629 $95.6M
Rafferty Asset Management, LLC 0.35% Reduce -1.2% 2,393,029 $95.2M
Nomura Asset Management Co. Ltd. 0.32% Add +2.7% 2,379,758 $94.9M
Ruffer LLP 4.03% Add +5.6% 2,360,233 $93.9M
Handelsbanken Fonder AB 0.41% Reduce -1.1% 2,349,256 $93.4M
NFJ Investment Group, LLC 2.86% Reduce -37.5% 2,341,203 $93.1M
Bahl & Gaynor LLC 0.52% Reduce -20.9% 2,325,585 $92.5M
Public Sector Pension Investment Board 0.58% Add +3.1% 2,305,802 $91.7M
Nisa Investment Advisors, LLC 0.57% Add +0.9% 2,298,006 $91.4M
Resona Asset Management Co.,Ltd. 0.55% Reduce -6.0% 2,288,424 $90.9M
Holocene Advisors, LP 0.38% Add +52.2% 2,274,630 $90.5M
Teacher Retirement System of Texas 0.51% Add +15.9% 2,242,639 $89.2M
Gateway Investment Advisers LLC 0.99% Reduce -1.9% 2,210,902 $87.9M
STRS Ohio 0.35% Reduce -3.7% 2,210,245 $87.9M
Comerica Bank 0.37% Reduce -0.3% 2,205,639 $87.7M
Focus Partners Wealth 0.28% Add +210.8% 2,123,871 $84.5M
Allspring Global Investments Holdings, LLC 0.14% Reduce -4.0% 2,088,719 $83.1M
Arizona State Retirement System 0.55% Add +0.7% 2,058,789 $81.9M
Janney Montgomery Scott LLC 0.25% Reduce -0.5% 2,058,706 $81.9M
Mariner, LLC 0.16% Reduce -5.6% 2,043,528 $81.3M
Daily Journal 43.65% No change 2,000,000 $79.5M
Clark Capital Management Group, Inc. 0.58% Add +7.7% 1,996,034 $79.4M
Abn Amro Investment Solutions 1.43% Reduce -36.6% 1,972,390 $78.4M
State of Michigan Retirement System 0.40% Reduce -0.6% 1,971,412 $78.4M
SG Americas Securities, LLC 0.50% Reduce -41.4% 1,937,343 $77.0M
PointState Capital LP 2.20% New 1,916,335 $76.2M
Regal Partners Ltd 7.87% Reduce -2.0% 1,911,680 $76.0M
Cooke & Bieler LP 0.73% Add +10.2% 1,902,343 $75.7M
Samlyn Capital, LLC 1.26% New 1,846,625 $73.4M
MetLife Investment Management, LLC 0.43% Add +12.5% 1,814,502 $72.2M
Cresset Asset Management, LLC 0.30% Add +42.9% 1,783,548 $70.9M
Cibc World Market Inc. 0.18% Reduce -16.2% 1,782,466 $70.9M
Rockefeller Capital Management L.P. 0.20% Reduce -4.6% 1,739,248 $69.2M
Homestead Advisers Corp 1.68% Reduce -2.0% 1,717,435 $68.3M
Federation des caisses Desjardins du Quebec 0.37% Reduce -5.0% 1,717,142 $68.3M
Corebridge Financial, Inc. 0.37% — 1,686,101 $67.1M
Tredje AP-fonden 0.64% Add +6.6% 1,665,250 $66.2M
Allianz Asset Management GmbH 0.11% Add +23.2% 1,645,664 $65.4M
Hosking Partners LLP 2.42% Reduce -26.0% 1,641,388 $65.3M
Berkshire Asset Management LLC 3.25% Add +5.3% 1,638,505 $65.2M
Mn Services Vermogensbeheer B.V. 0.46% Reduce -3.6% 1,610,100 $64.0M
Forsta Ap-Fonden 0.56% Reduce -6.2% 1,585,300 $63.0M
Sapient Capital LLC 1.31% Add +29.2% 1,583,666 $63.0M
Ninety One UK Ltd 0.17% Reduce -6.6% 1,568,148 $62.4M
Rathbones Group PLC 0.34% Add +2.8% 1,553,400 $61.8M
Quilter Plc 1.38% Reduce -0.1% 1,545,757 $61.5M
Varma Mutual Pension Insurance Co 0.48% Reduce -4.3% 1,495,524 $59.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.39% Reduce -1.1% 1,494,444 $59.4M
Candriam S.C.A. 0.36% Reduce -10.7% 1,469,257 $58.4M
Teachers Retirement System of the State of Kentucky 0.52% Add +7.8% 1,464,733 $58.3M
Optiver Holding B.V. 1.10% New 1,437,722 $57.2M
Manning & Napier Advisors LLC 0.65% — 1,436,306 $57.1M
IFM Investors Pty Ltd 0.58% Add +0.7% 1,433,929 $57.0M
Skandinaviska Enskilda Banken AB (publ) 0.27% Add +1.3% 1,427,016 $56.7M
Osaic Holdings, Inc. 0.13% Reduce -11.3% 1,422,441 $56.6M
GMO 0.19% Add +4.6% 1,416,310 $56.3M
ProShare Advisors LLC 0.15% Add +2.6% 1,412,331 $56.2M
Nissay Asset Management Corp. /Japan 0.37% Add +67.7% 1,400,624 $55.7M
Amalgamated Bank 0.47% Reduce -3.9% 1,373,282 $54.6M
Prio Wealth Limited Partnership 1.62% Reduce -8.5% 1,366,705 $54.4M
Letko, Brosseau & Associates Inc. 1.03% Add +0.5% 1,366,048 $54.3M
D. E. Shaw & Co. 0.08% Reduce -58.0% 1,365,266 $54.3M
Moore Capital Management, LP 1.21% New 1,338,400 $53.2M
Nordea Investment Management AB 0.06% Add +5.0% 1,318,248 $52.7M
Cibc World Markets Corp. 0.35% Reduce -42.3% 1,320,454 $52.5M
Basswood Capital Management, L.L.C. 3.36% Reduce -21.9% 1,299,227 $51.7M
Czech National Bank 0.59% Add +7.0% 1,296,840 $51.6M
Scotia Capital Inc. 0.30% Reduce -3.0% 1,292,252 $51.4M
Blair William & Co. 0.16% Add +10.8% 1,283,236 $51.0M
Pinebridge Investments, L.P. 0.41% Add +8.3% 1,273,529 $50.6M
Ofi Invest Asset Management 1.29% Add +0.5% 1,313,213 $48.7M
Commerce Bank 0.32% Reduce -1.5% 1,222,561 $48.6M
Cetera Investment Advisers 0.11% Reduce -29.5% 1,217,736 $48.4M
Natixis 0.30% Reduce -57.1% 1,216,357 $48.4M
Ceredex Value Advisors LLC 0.91% Reduce -16.8% 1,215,325 $48.3M
Lazard Freres Gestion S.A.S. 1.11% Reduce -3.9% 1,265,726 $47.9M
First Financial Bankshares Inc 1.09% Add +0.1% 1,196,283 $47.6M
Davis Selected Advisers 0.28% Reduce -0.6% 1,190,869 $47.4M
AXA S.A. 0.14% Reduce -9.1% 1,176,089 $46.8M
Waters Parkerson & Co., LLC 2.48% Reduce -0.8% 1,172,111 $46.6M
Border to Coast Pensions Partnership Ltd 1.09% Reduce -3.4% 1,157,496 $46.0M
CIBC Asset Management Inc 0.16% Reduce -4.1% 1,149,870 $45.7M
Salem Investment Counselors Inc. 1.47% Reduce -1.6% 1,149,487 $45.7M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.51% — 1,139,470 $45.3M
Spectrum Financial Alliance Ltd LLC 16.18% Add +1.7% 1,137,353 $45.2M
Teewinot Capital Advisers, L.L.C. 4.44% Reduce -21.6% 1,132,003 $45.0M
American Assets Investment Management, LLC 4.20% Add +47.2% 1,128,950 $44.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.47% Reduce -16.0% 1,127,497 $44.8M
Utah Retirement Systems 0.53% Reduce -6.5% 1,118,389 $44.5M
USS Investment Management Ltd 0.35% Add +2.2% 1,113,536 $44.3M
TCTC Holdings, LLC 1.51% Reduce -1.1% 1,106,555 $44.0M
Adams Diversified Equity Fund, Inc. 1.50% No change 1,105,368 $44.0M
Miller Howard Investments Inc. 1.46% Reduce -1.5% 1,105,077 $43.9M
Macquarie Group Ltd. 0.05% Reduce -18.0% 1,098,268 $43.7M
Marathon Trading Investment Management LLC 11.71% Add +9.8% 1,086,225 $43.2M
Janus Henderson Group PLC 0.02% Reduce -6.4% 1,080,905 $43.0M
Squarepoint Ops LLC 0.16% Reduce -57.5% 1,074,966 $42.8M
Welch & Forbes LLC 0.56% Reduce -0.7% 1,041,407 $42.3M
Cambridge Investment Research Advisors, Inc. 0.16% Reduce -1.3% 1,060,989 $42.2M
Allen Holding Inc. 5.22% No change 1,050,000 $41.8M
O'shaughnessy Asset Management, LLC 0.43% Add +20.4% 1,045,046 $41.6M
New York Life Investment Management LLC 0.42% Reduce -0.1% 1,043,039 $41.5M
Seizert Capital Partners, LLC 2.05% Reduce -3.4% 1,037,290 $41.3M
Applied Finance Capital Management, LLC 1.91% Add +33.8% 1,037,181 $41.2M
Yousif Capital Management, LLC 0.46% Reduce -3.9% 1,016,559 $40.4M
Pathstone Holdings, LLC 0.18% Add +1.3% 1,015,482 $40.4M
Los Angeles Capital Management LLC 0.14% Reduce -24.6% 1,006,234 $40.0M
NorthCrest Asset Manangement, LLC 1.31% Add +1.1% 990,320 $39.4M
Migdal Insurance & Financial Holdings Ltd. 0.66% Reduce -1.1% 990,000 $39.4M
Giverny Capital 1.66% Reduce -0.1% 986,115 $39.2M
Public Employees Retirement Association of Colorado 0.16% Reduce -2.6% 983,188 $39.1M
Xponance LLC 0.39% Reduce -2.0% 969,032 $38.5M
Pinnacle Associates Ltd. 0.60% Reduce -0.8% 968,298 $38.5M
Groupama Asset Managment 0.52% Add +95.8% 1,766,903 $38.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.45% Add +9.1% 949,446 $37.8M
MBB Public Markets I LLC 0.77% Add +15.2% 939,578 $37.4M
Cullen/Frost Bankers, Inc. 0.54% Add +7.4% 931,789 $37.1M
MAI Capital Management 0.36% Reduce -0.9% 931,487 $37.0M
Connor, Clark & Lunn Investment Management Ltd. 0.16% Add +38.4% 931,028 $37.0M
Todd Asset Management LLC 0.76% Add +30.9% 922,987 $36.7M
TD Waterhouse Canada Inc. 0.32% Reduce -5.2% 896,643 $35.9M
Sculptor Capital LP 1.12% Add +12.7% 890,000 $35.4M
UMB Bank, n.a. 0.57% Add +9.7% 874,660 $34.8M
QRG Capital Management, Inc. 0.41% Add +5.6% 864,996 $34.4M
Mesirow Financial Investment Management, Inc. 0.77% Reduce -0.3% 860,350 $34.2M
Mutual of America Capital Management LLC 0.37% Reduce -5.0% 858,006 $34.1M
Glenmede Trust Co. NA 0.17% Add +37.4% 833,925 $33.2M
Assetmark, Inc. 0.10% Add +9.1% 830,519 $33.0M
Kimelman & Baird, LLC 2.68% — 816,947 $32.5M
Daiwa Securities Group Inc. 0.18% Add +0.5% 815,693 $32.4M
Oppenheimer Asset Management Inc. 0.41% Add +11.5% 813,000 $32.3M
Ancora Advisors LLC 0.80% Add +1.0% 812,549 $32.3M
Twinbeech Capital LP 0.64% New 812,105 $32.3M
Wealthfront Advisers LLC 0.11% Add +14.2% 807,255 $32.1M
Gradient Investments LLC 0.71% Reduce -4.3% 798,506 $31.8M
Trillium Asset Management, LLC 0.80% Reduce -1.8% 794,729 $31.6M
Factory Mutual Insurance Co. 0.36% No change 791,080 $31.5M
Mediolanum International Funds Ltd 0.51% Reduce -34.8% 854,262 $31.3M
Cwm, LLC 0.15% Add +12.7% 780,427 $31.0M
State of Alaska, Department of Revenue 0.35% Add +1.9% 779,493 $31.0M
Aquamarine Capital (Aquamarine Zurich) 11.63% No change 767,845 $30.5M
RBF Capital, LLC 1.76% No change 760,000 $30.2M
Heritage Investors Management Corp. 1.05% Reduce -2.0% 753,680 $30.0M
Empire Life Investments Inc. 1.89% Reduce -14.5% 752,669 $29.9M
HRT Financial LP 0.17% New 750,448 $29.8M
Sanctuary Advisors, LLC 0.21% — 781,767 $29.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% — 741,871 $29.5M
CapWealth Advisors, LLC 3.70% Reduce -0.7% 736,353 $29.3M
Kestra Advisory Services, LLC 0.16% Add +47.0% 733,746 $29.2M
Badgley Phelps Wealth Managers, LLC 0.72% Add +3.3% 729,096 $29.0M
MassMutual Private Wealth & Trust, FSB 0.87% Add +1.5% 719,918 $28.6M
Citizens Financial Group Inc. 0.63% Add +622.3% 709,166 $28.2M
Interval Partners, LP 0.83% New 708,475 $28.2M
Banque Pictet & Cie SA 0.29% Reduce -0.3% 705,418 $28.1M
Ilmarinen Mutual Pension Insurance Co 0.33% No change 703,120 $28.0M
MML Investors Services, LLC 0.11% Reduce -12.0% 693,622 $27.6M
Stephens Inc. 0.42% Add +9.7% 692,764 $27.6M
Blue Chip Partners, LLC 2.51% Add +3.0% 683,033 $27.2M
Braun Stacey Associates Inc. 1.05% Add +0.4% 679,227 $27.0M
GAMCO Investors 0.29% Reduce -9.6% 669,821 $26.6M
Tiaa Trust, National Association 0.08% Add +1.4% 668,286 $26.6M
Northwestern Mutual Wealth Management Co. 0.03% Add +0.3% 646,361 $25.7M
Roffman Miller Associates Inc. 1.69% Add +2.9% 644,377 $25.6M
ExodusPoint Capital Management, LP 0.28% New 640,219 $25.5M
Capitolis Liquid Global Markets LLC 0.31% Add +41.1% 635,000 $25.3M
Peapack Gladstone Financial Corp. 0.39% Reduce -1.5% 632,256 $25.1M
Easterly Investment Partners LLC 2.18% Add +3.4% 624,919 $24.9M
Bank Pictet & Cie (Europe) AG 0.60% Add +5.4% 613,938 $24.4M
Salzhauer Michael 19.68% Reduce -0.5% 613,198 $24.4M
Elo Mutual Pension Insurance Co 0.57% Reduce -6.7% 607,160 $24.1M
General Pension Society PZU Joint Stock Co 6.72% Reduce -18.8% 605,896 $24.1M
Morningstar Investment Services LLC 0.26% Add +1.2% 610,506 $24.0M
B. Metzler seel. Sohn & Co. AG 0.23% Reduce -5.0% 599,350 $23.8M
AE Wealth Management LLC 0.24% Add +15.3% 592,582 $23.6M
Synovus Financial Corp. 0.31% Add +7.9% 587,823 $23.4M
NorthCoast Asset Management LLC 0.20% Add +60.4% 585,432 $23.3M
Vanguard Personalized Indexing Management, LLC 0.44% Add +19.2% 605,226 $23.3M
Oregon Public Employees Retirement Fund 0.46% Reduce -0.7% 584,462 $23.2M
Gulf International Bank (UK) Ltd 0.59% Reduce -3.7% 583,404 $23.2M
KLCM Advisors, Inc. 2.84% Reduce -2.1% 577,494 $23.0M
Hudson Bay Capital Management LP 0.20% Add +15.0% 575,000 $22.9M
Crossmark Global Holdings, Inc. 0.44% Reduce -15.2% 569,312 $22.6M
Steward Partners Investment Advisory, LLC 0.24% Add +5.2% 567,905 $22.6M
Vest Financial, LLC 0.54% Add +11.4% 562,249 $22.4M
Acadian Asset Management LLC 0.07% Add +37.2% 559,784 $22.3M
Inscription Capital, LLC 3.55% Reduce -8.3% 553,984 $22.0M
Oppenheimer & Co. Inc. 0.35% Reduce -8.8% 551,249 $21.9M
Davidson Investment Advisors 1.12% Reduce -2.4% 549,449 $21.9M
Taurus Asset Management, LLC 2.21% Reduce -22.8% 547,859 $21.8M
Private Advisor Group, LLC 0.14% Add +0.6% 543,244 $21.6M
Crestwood Advisors Group, LLC 0.44% Reduce -2.1% 540,741 $21.5M
Prudential PLC 0.15% Add +15.9% 538,885 $21.4M
Sequoia Financial Advisors, LLC 0.26% Add +14.0% 536,970 $21.4M
Beacon Pointe Advisors, LLC 0.25% Reduce -6.5% 535,321 $21.3M
Hutchinson Capital Management 4.34% Reduce -24.3% 533,601 $21.2M
Capital Investment Advisors, LLC 0.48% Add +1.2% 532,870 $21.2M
NewEdge Advisors, LLC 0.15% Add +22.8% 529,056 $21.0M
Maryland State Retirement & Pension System 0.39% Reduce -2.0% 529,055 $21.0M
North Reef Capital Management LP 0.97% New 525,000 $20.9M
Mizuho Securities USA LLC 0.46% New 524,595 $20.9M
Pinnacle Financial Partners Inc 0.44% Add +0.8% 543,822 $20.7M
Tweedy, Browne Co LLC 0.94% Reduce -1.2% 514,666 $20.5M
Guggenheim Capital LLC 0.15% Reduce -7.2% 514,569 $20.5M
Rollins Financial Advisors, LLC 3.50% Add +3.3% 513,083 $20.4M
Kentucky Retirement Systems 0.59% Reduce -1.9% 512,704 $20.4M
Envestnet Portfolio Solutions, Inc. 0.07% Add +4.7% 510,517 $20.3M
Credit Agricole S A 0.12% Reduce -49.2% 506,710 $20.2M
Certuity, LLC 1.58% Reduce -1.4% 498,546 $19.8M
Matthew Goff Investment Advisor, LLC 4.03% Add +4.2% 496,624 $19.8M
Eagle Asset Management Inc. 0.11% Add +4.1% 492,106 $19.7M
Montag A & Associates Inc. 0.99% Add +0.2% 490,962 $19.5M
FIL Ltd 0.02% Add +5.8% 487,974 $19.4M
Illinois Municipal Retirement Fund 0.29% Add +78.5% 485,064 $19.3M
Pacer Advisors, Inc. 0.05% Add +2.7% 484,549 $19.3M
Jones Financial Companies LLLP 0.02% Add +49.2% 482,122 $19.2M
Arvest Trust Co. N A 1.13% Reduce -4.1% 478,880 $19.0M
Wolverine Trading, LLC 0.31% Add +110.4% 477,688 $19.0M
OMERS ADMINISTRATION Corp 0.18% New 474,996 $18.9M
NS Partners Ltd 0.85% Add +0.0% 472,523 $18.8M
Fort Pitt Capital Group, LLC 0.57% Add +0.1% 471,008 $18.7M
GoodHaven Capital Management, LLC 6.99% Add +0.1% 470,361 $18.7M
Davis R M Inc. 0.38% Add +2.2% 469,727 $18.7M
Jupiter Asset Management Ltd. 0.17% Reduce -0.7% 462,315 $18.4M
Flputnam Investment Management Co. 0.34% Reduce -2.7% 458,448 $18.2M
Cornerstone Advisors, LLC 0.74% Reduce -5.1% 458,200 $18.2M
Capital International Sarl 0.55% Add +43.5% 456,864 $18.2M
SP Asset Management LLC 1.63% Reduce -5.1% 449,830 $17.9M
Two Sigma Securities, LLC 0.85% Add +1518.8% 449,639 $17.9M
Glenview Trust Co 0.36% Reduce -3.1% 449,365 $17.9M
CIBC Private Wealth Group LLC 0.03% Add +4.8% 438,496 $17.8M
Gabelli Funds LLC 0.14% Reduce -3.3% 446,700 $17.8M
Capital Research Global Investors 0.00% No change 446,429 $17.8M
Townsquare Capital LLC 0.24% Add +6.0% 446,050 $17.7M
Kestra Private Wealth Services, LLC 0.35% Reduce -3.1% 445,453 $17.7M
Capital International, Inc. 0.24% Add +59.4% 445,327 $17.7M
Trexquant Investment LP 0.27% New 442,062 $17.6M
Grassi Investment Management 1.55% Reduce -1.4% 439,470 $17.5M
Forbes J M & Co. LLP 1.79% Add +1.6% 438,412 $17.4M
EP Wealth Advisors, LLC 0.18% Add +1.5% 437,324 $17.4M
Prana Capital Management, LP 0.83% Reduce -65.7% 436,386 $17.4M
Simon Quick Advisors, LLC 1.22% Add +0.6% 435,953 $17.3M
Hartford Investment Management Co. 0.59% Reduce -2.0% 435,876 $17.3M
Tocqueville Asset Management L.P. 0.28% Reduce -65.5% 432,300 $17.2M
Northwest & Ethical Investments L.P. 0.49% Reduce -0.0% 430,861 $17.1M
Lockheed Martin Investment Management Co. 0.99% Add +121.5% 430,560 $17.1M
Atria Investments, Inc 0.22% Reduce -1.6% 429,441 $17.1M
Mirae Asset Global Investments Co., Ltd. 0.08% Reduce -59.7% 500,763 $17.0M
D.A. Davidson & Co. 0.15% Reduce -3.2% 426,245 $17.0M
Tower Research Capital LLC (TRC) 0.29% Add +111.4% 425,747 $16.9M
BI Asset Management Fondsmaeglerselskab A/S 0.27% Reduce -61.3% 422,051 $16.8M
Regions Financial Corp. 0.13% Reduce -3.8% 420,911 $16.7M
Bridgeway Capital Management, LLC 0.39% Add +1.4% 417,645 $16.6M
KCM Investment Advisors LLC 0.60% Reduce -3.8% 416,949 $16.6M
Farmers & Merchants Investments Inc. 0.55% Reduce -0.7% 414,971 $16.5M
Avantax Advisory Services, Inc. 0.12% Add +49.0% 414,229 $16.5M
Point72 Europe (London) LLP 1.39% Reduce -27.0% 413,082 $16.4M
Wesleyan Assurance Society 1.40% No change 407,250 $16.2M
Aptus Capital Advisors, LLC 0.30% Add +22.7% 402,375 $16.0M
Northeast Financial Consultants Inc 0.72% Reduce -14.2% 394,381 $15.7M
Securian Asset Management, Inc. 0.45% Reduce -3.5% 391,220 $15.6M
Daiichi Life Insurance Co., Ltd. 0.38% Reduce -20.9% 388,990 $15.5M
Louisiana State Employees Retirement System 0.29% Reduce -4.0% 384,900 $15.3M
Live Oak Private Wealth LLC 2.63% Reduce -1.3% 383,978 $15.3M
Achmea Investment Management B.V. 0.27% Reduce -1.3% 382,040 $15.2M
Becker Capital Management Inc. 0.52% Reduce -2.6% 381,028 $15.2M
Xcel Wealth Management, LLC 4.78% Add +1.3% 380,827 $15.1M
Abner Herrman & Brock LLC 1.91% New 379,753 $15.1M
Dupont Capital Management Corp. 1.31% Reduce -2.5% 379,498 $15.1M
MMBG Investment Advisors Co. 1.62% Reduce -4.6% 378,923 $15.1M
Aristotle Atlantic Partners, LLC 0.49% Reduce -0.9% 377,116 $15.0M
Swiss Life Asset Management Ltd 0.18% Add +37.0% 376,550 $15.0M
Associated Banc-Corp 0.47% Add +1.1% 376,134 $15.0M
Birch Hill Investment Advisors LLC 0.72% Reduce -12.7% 376,032 $15.0M
DAVENPORT & Co LLC 0.09% Reduce -4.5% 372,939 $14.8M
Capital International Ltd. 0.68% Add +32.8% 372,886 $14.8M
Phoenix Financial Ltd. 0.23% Add +62.8% 374,102 $14.8M
Stanley Capital Management, LLC 2.98% No change 366,142 $14.6M
Redwood Grove Capital, LLC 4.54% Add +5.7% 364,900 $14.5M
Point72 (DIFC) Ltd 1.29% New 364,859 $14.5M
Madison Asset Management, LLC 0.18% Reduce -11.1% 363,536 $14.5M
PGGM Investments 0.21% Add +56.7% 361,937 $14.4M
Longbow Finance SA 1.49% Reduce -5.5% 361,627 $14.4M
Savant Capital, LLC 0.14% Add +23.1% 361,162 $14.4M
Connors Investor Services Inc. 1.49% Reduce -1.5% 361,071 $14.4M
BDF-Gestion 1.37% — 359,065 $14.3M
United Asset Strategies, Inc. 1.40% Add +0.0% 357,549 $14.2M
Wharton Business Group, LLC 0.73% Reduce -2.9% 353,726 $14.1M
JTC Employer Solutions Trustee Ltd 0.94% No change 352,800 $14.0M
Parallax Volatility Advisers, L.P. 0.41% New 352,540 $14.0M
Vestor Capital, LLC 1.12% Reduce -36.3% 350,595 $13.9M
Caldwell Investment Management Ltd. 10.46% No change 350,000 $13.9M
New Mexico Educational Retirement Board 0.48% No change 346,854 $13.8M
Quantinno Capital Management LP 0.25% Reduce -3.5% 346,681 $13.8M
Cornerstone Wealth Group, LLC 1.22% Add +1.9% 345,576 $13.7M
Atria Wealth Solutions, Inc. 0.15% Reduce -4.1% 343,996 $13.7M
Livforsakringsbolaget Skandia, Omsesidigt 1.11% Reduce -0.7% 343,417 $13.7M
M&G PLC 0.09% Reduce -10.1% 341,331 $13.7M
Adams Asset Advisors, LLC 1.82% No change 341,515 $13.6M
Brevan Howard Capital Management LP 0.91% New 340,132 $13.5M
Integrated Wealth Concepts LLC 0.18% Reduce -3.1% 338,020 $13.4M
Metis Global Partners, LLC 0.46% Reduce -0.4% 336,495 $13.4M
PB Investment Partners, L.P. 10.86% Reduce -5.1% 336,358 $13.4M
NWF Advisory Services Inc. 2.12% Reduce -1.8% 335,071 $13.3M
Auxier Asset Management LLC 2.10% Reduce -1.5% 333,997 $13.3M
Allianz SE 0.39% Reduce -0.2% 332,003 $13.2M
Schonfeld Strategic Advisors LLC 0.10% Reduce -25.8% 330,047 $13.1M
Griffin Asset Management, Inc. 1.52% Add +1.3% 329,248 $13.1M
Atom Investors LP 1.30% Add +113.7% 327,295 $13.0M
Hoylecohen, LLC 0.97% Reduce -3.6% 321,733 $12.8M
Fogel Capital Management, Inc. 6.79% Reduce -0.8% 320,441 $12.7M
WASHINGTON TRUST Co 0.46% Reduce -1.4% 316,678 $12.6M
Estabrook Capital Management 1.93% Reduce -1.1% 315,128 $12.5M
Linscomb Wealth, Inc. 0.64% Reduce -1.3% 312,486 $12.4M
Bokf, NA 0.22% Reduce -15.5% 311,009 $12.4M
Highland Capital Management, LLC 0.73% Reduce -5.8% 309,044 $12.3M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2.00% New 308,943 $12.3M
Hoertkorn Richard Charles 5.35% Reduce -4.8% 308,800 $12.3M
Prospect Hill Management, LLC 6.74% No change 308,750 $12.3M
Novare Capital Management LLC 1.10% Reduce -1.2% 308,740 $12.3M
E. Ohman J:or Asset Management AB 0.30% Add +4.2% 307,400 $12.2M
Evergreen Capital Management LLC 0.44% Reduce -18.7% 307,033 $12.2M
Ieq Capital, LLC 0.16% Add +17.3% 305,830 $12.2M
Verition Fund Management LLC 0.10% Reduce -4.8% 304,499 $12.1M
Walleye Capital LLC 0.14% Reduce -23.9% 303,771 $12.1M
Chilton Capital Management LLC 0.54% Reduce -16.6% 301,893 $12.0M
Prospera Financial Services Inc 0.33% Add +4.9% 301,581 $12.0M
Appleton Partners Inc. 0.92% Reduce -1.1% 301,091 $12.0M
RedJay Asset Management Inc. 7.98% Add +20.0% 300,000 $11.9M
Nixon Peabody Trust Co. 1.06% Reduce -1.9% 299,110 $11.9M
Stratos Wealth Partners, LTD. 0.19% Add +0.9% 297,307 $11.8M
Shorepath Capital Management LLC 9.08% Reduce -2.9% 296,659 $11.8M
Equitable Trust Co. 0.81% Add +0.2% 296,501 $11.8M
Arnhold LLC 1.24% Reduce -0.3% 295,245 $11.7M
Yarbrough Capital, LLC 0.49% No change 295,081 $11.7M
J.P. Marvel Investment Advisors, LLC 1.92% Reduce -0.0% 294,111 $11.7M
Allied Investment Advisors, LLC 2.74% Add +0.9% 293,111 $11.7M
Hantz Financial Services, Inc. 0.22% Reduce -17.6% 293,030 $11.7M
HB Wealth Management, LLC 0.14% Add +4.3% 290,900 $11.6M
Freestone Capital Holdings, LLC 0.42% Add +4.9% 290,772 $11.6M
Thompson Siegel & Walmsley LLC 0.19% Reduce -1.3% 289,995 $11.5M
Rakuten Investment Management, Inc. 0.08% Add +56.7% 293,788 $11.5M
Ingalls & Snyder LLC 0.50% Reduce -9.4% 288,853 $11.5M
CCM Investment Advisers LLC 1.35% Reduce -8.2% 288,556 $11.5M
Cohen Klingenstein LLC 0.42% Add +0.0% 288,553 $11.5M
Bourgeon Capital Management LLC 2.24% Add +1.5% 287,839 $11.4M
LS Investment Advisors, LLC 1.78% Reduce -2.0% 287,055 $11.4M
North Star Investment Management Corp. 0.84% Add +9.9% 286,181 $11.4M
South Dakota Investment Council 0.23% Reduce -6.0% 284,434 $11.3M
Allworth Financial LP 0.07% Add +14.8% 263,321 $11.3M
QV Investors Inc. 1.06% Reduce -36.4% 284,025 $11.3M
Meiji Yasuda Life Insurance Co 0.23% Add +0.0% 284,022 $11.3M
Generate Investment Management Ltd 0.82% Reduce -20.5% 283,997 $11.3M
Lido Advisors, LLC 0.09% Add +4.9% 282,304 $11.2M
Tidal Investments LLC 0.15% Add +18.8% 282,148 $11.2M
LMCG Investments, LLC 0.65% Add +3.2% 282,037 $11.2M
Element Capital Management LLC 0.87% New 281,348 $11.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.33% Reduce -11.4% 280,816 $11.2M
Sowell Financial Services LLC 0.53% Add +3.2% 280,176 $11.1M
Janney Capital Management LLC 0.78% Reduce -4.7% 279,546 $11.1M
Nippon Life Global Investors Americas, Inc. 0.49% Add +60.9% 278,260 $11.1M
Chartwell Investment Partners, LLC 0.39% Reduce -0.1% 277,891 $11.1M
Financiere des Professionnels - Fonds d'investissement inc. 0.86% Add +0.7% 269,293 $11.0M
Bradley Foster & Sargent Inc. 0.20% Add +1.7% 275,411 $11.0M
Atlantic Union Bankshares Corp 0.68% Add +28.8% 273,715 $10.9M
Blume Capital Management, Inc. 2.60% Reduce -0.3% 270,191 $10.7M
Carnegie Investment Counsel 0.33% Reduce -0.6% 269,610 $10.7M
Atalanta Sosnoff Capital, LLC 0.24% Add +27.5% 267,263 $10.6M
Anderson Hoagland & Co. 1.11% Add +1.8% 255,700 $10.6M
Argent Trust Co 0.47% Add +2.4% 265,637 $10.6M
Bailard, Inc. 0.29% Reduce -1.1% 265,073 $10.5M
Sage Mountain Advisors LLC 0.97% Add +3.1% 264,292 $10.5M
Thompson Investment Management, Inc. 1.62% Reduce -15.4% 263,231 $10.5M
Pinnacle Bancorp, Inc. 3.08% Add +1.0% 262,144 $10.4M
Centiva Capital, LP 0.51% New 260,773 $10.4M
HM Payson & Co. 0.19% Add +1.0% 258,409 $10.3M
XML Financial, LLC 1.03% Reduce -4.2% 257,809 $10.3M
Westbourne Investment Advisors, Inc. 3.71% Reduce -0.6% 257,357 $10.2M
NEOS Investment Management LLC 0.42% Add +47.5% 256,593 $10.2M
Tufton Capital Management 1.97% Reduce -0.7% 255,117 $10.1M
Jamison Private Wealth Management, Inc. 1.68% Reduce -1.5% 253,461 $10.1M
Huber Capital Management LLC 2.29% Add +0.6% 253,459 $10.1M
Greylin Investment Management, Inc 1.77% Reduce -0.1% 251,782 $10.0M
Providence Capital Advisors, LLC 2.18% Add +0.7% 251,780 $10.0M
CENTRAL TRUST Co 0.25% Reduce -3.5% 251,578 $10.0M
Assenagon Asset Management S.A. 0.02% Reduce -1.4% 250,601 $10.0M
Alpine Woods Capital Investors, LLC 1.54% Add +12.9% 250,432 $10.0M
Robertson Stephens Wealth Management, LLC 0.52% Add +2.2% 250,209 $10.0M
Warther Private Wealth, LLC 3.89% Reduce -8.5% 250,156 $9.9M
Hyman Charles D 0.55% Add +1.3% 248,963 $9.9M
Florida Trust Wealth Management Co 0.34% Reduce -6.8% 248,492 $9.9M
SpiderRock Advisors, LLC 0.26% Add +51.6% 248,285 $9.9M
Bard Financial Services, Inc. 1.02% Reduce -0.7% 247,870 $9.9M
Great Valley Advisor Group, Inc. 0.27% Reduce -8.8% 246,721 $9.8M
Philadelphia Trust Co. 0.76% Add +5.1% 245,411 $9.8M
Concurrent Investment Advisors, LLC 0.32% Add +67.7% 244,950 $9.7M
SouthState Bank Corp 0.71% Reduce -7.1% 244,383 $9.7M
Westfield Capital Management Co. LP 0.05% Add +6.2% 243,900 $9.7M
Simmons Bank 0.73% Reduce -4.2% 243,871 $9.7M
Venture Visionary Partners LLC 0.45% Add +1.9% 242,546 $9.6M
Norinchukin Bank, The 0.27% Add +0.9% 240,788 $9.6M
Pettyjohn, Wood & White, Inc. 1.84% Reduce -4.6% 238,104 $9.5M
Vinva Investment Management Ltd 0.47% Reduce -11.8% 240,640 $9.4M
Empirical Finance, LLC 0.59% Reduce -7.1% 237,228 $9.4M
Pacific Global Investment Management Co. 1.79% Reduce -0.5% 236,963 $9.4M
Searle & Co. 2.21% Reduce -3.6% 236,608 $9.4M
Stockman Wealth Management, Inc. 1.65% Reduce -0.3% 236,115 $9.4M
Wallington Asset Management, LLC 1.43% Add +13.6% 235,248 $9.4M
OneDigital Investment Advisors LLC 0.12% Add +13.9% 234,810 $9.3M
ARGA Investment Management, LP 0.33% Reduce -6.7% 234,707 $9.3M
Private Advisory Group LLC 1.21% Reduce -3.3% 232,396 $9.2M
Brown Brothers Harriman & Co. 0.07% Reduce -8.5% 231,934 $9.2M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 3.59% No change 230,630 $9.2M
GLOBALT Investments LLC / GA 0.37% Reduce -1.1% 230,345 $9.2M
B. Riley Wealth Advisors, Inc. 0.23% Reduce -11.2% 228,168 $9.1M
Raymond James Trust N.A. 0.21% Reduce -5.6% 227,838 $9.1M
Investment House LLC 0.52% Reduce -3.3% 227,217 $9.0M
Silicon Valley Capital Partners 1.24% Add +6.3% 226,753 $9.0M
Empowered Funds, LLC 0.16% Add +13.8% 226,116 $9.0M
Global Wealth Management Investment Advisory, Inc. 2.09% Add +2.2% 225,803 $9.0M
Access Investment Management LLC 2.91% Reduce -2.2% 225,000 $8.9M
Onex Canada Asset Management Inc. 1.02% Reduce -1.1% 224,795 $8.9M
Eagle Ridge Investment Management 0.82% Reduce -1.9% 224,015 $8.9M
Johnson Investment Counsel Inc. 0.09% Reduce -3.1% 223,938 $8.9M
First Financial Bank - Trust Division 0.88% Reduce -0.6% 223,875 $8.9M
Great Lakes Retirement, Inc. 1.22% Add +6.9% 223,725 $8.9M
Bollard Group LLC 0.25% Add +0.9% 223,646 $8.9M
Davis-Rea LTD. 4.42% Reduce -32.4% 222,165 $8.8M
Altrafin AG 3.26% Add +4.2% 221,930 $8.8M
United Capital Financial Advisors, LLC 0.08% Reduce -15.5% 221,904 $8.8M
Financial Avengers, Inc. 4.67% Reduce -1.1% 221,357 $8.8M
Siemens Fonds Invest GmbH 0.66% Add +0.3% 221,190 $8.8M
AIA Group Ltd 0.26% Add +38.4% 220,248 $8.8M
Kentucky Retirement Systems Insurance Trust Fund 0.59% Reduce -3.4% 219,448 $8.7M
RPG Investment Advisory, LLC 1.28% Reduce -0.8% 218,427 $8.7M
Huntington National Bank 0.09% Reduce -10.7% 218,340 $8.7M
Contravisory Investment Management, Inc. 1.92% Reduce -1.1% 217,520 $8.7M
German American Bancorp, Inc. 0.99% Add +4.0% 217,516 $8.7M
Schnieders Capital Management LLC 1.76% Reduce -0.3% 217,317 $8.6M
Beach Investment Counsel Inc. 1.06% Add +90.3% 217,285 $8.6M
Brookstone Capital Management 0.14% Add +11.6% 196,185 $8.6M
Northwestern Mutual Investment Management Company, LLC 0.22% Reduce -0.9% 216,521 $8.6M
First Citizens Bank & Trust Co. 0.16% Reduce -1.7% 215,649 $8.6M
Banco Santander, S.A. 0.11% Reduce -51.2% 213,137 $8.5M
Laurel Wealth Advisors LLC 1.48% Reduce -2.2% 213,063 $8.5M
Jump Financial, LLC 0.17% Add +292.6% 212,480 $8.5M
Shelton Capital Management 0.23% Add +58.6% 212,271 $8.4M
Moneta Group Investment Advisors LLC 0.13% Add +2.0% 211,418 $8.4M
HighPoint Advisor Group LLC 0.50% Add +82.4% 203,589 $8.4M
Independent Advisor Alliance 0.29% Add +4.1% 210,087 $8.4M
Astoria Portfolio Advisors LLC. 2.97% Reduce -1.5% 208,819 $8.3M
Wedbush Securities Inc. 0.30% Reduce -4.5% 208,125 $8.3M
Erste Asset Management GmbH 0.11% Add +0.0% 210,000 $8.2M
Cambridge Financial Group, Inc. 3.71% Reduce -2.6% 207,246 $8.2M
Howe & Rusling Inc. 0.75% Reduce -29.4% 206,952 $8.2M
Udine Wealth Management, Inc. 5.70% Add +1.9% 205,736 $8.2M
Borer Denton & Associates, Inc. 2.97% Reduce -4.0% 205,627 $8.2M
New England Asset Management Inc. 1.41% Reduce -11.9% 204,260 $8.1M
tru Independence LLC 2.45% Reduce -1.7% 204,224 $8.1M
Greatmark Investment Partners, Inc. 1.18% Reduce -1.2% 204,183 $8.1M
Agf Management Ltd. 0.05% Reduce -29.6% 203,641 $8.1M
Engineers Gate Manager LP 0.18% New 202,986 $8.1M
Orion Porfolio Solutions, LLC 0.09% Add +8.5% 202,953 $8.1M
Orion Portfolio Solutions, LLC 0.09% Add +8.5% 202,953 $8.1M
Phraction Management LLC 3.22% Reduce -0.6% 202,581 $8.1M
Consolidated Investment Group LLC 1.25% No change 202,013 $8.0M
Advisory Services Network, LLC 0.17% Reduce -3.8% 201,904 $8.0M
Walleye Trading LLC 0.16% Reduce -74.6% 201,078 $8.0M
Ashton Thomas Private Wealth, LLC 0.44% Reduce -1.8% 200,844 $8.0M
Blue Investment Partners LLC 3.61% No change 200,479 $8.0M
Wealth High Governance Capital Ltda 1.97% New 200,000 $8.0M
DRW Securities, LLC 0.48% Add +69.3% 198,072 $7.9M
Waverly Advisors, LLC 0.15% Add +0.5% 198,097 $7.9M
Westpac Banking Corp. 0.62% Add +65.5% 197,601 $7.9M
Socorro Asset Management LP 3.06% Reduce -24.3% 197,452 $7.9M
First American Bank 0.59% Add +7.7% 196,824 $7.8M
Caprock Group, LLC 0.32% Add +110.1% 196,550 $7.8M
United Services Automobile Association 0.20% Reduce -3.8% 196,333 $7.8M
Sierra Capital LLC 1.04% Reduce -2.3% 196,197 $7.8M
Trustmark Bank Trust Department 0.62% Reduce -0.9% 195,600 $7.8M
Bridge Creek Capital Management LLC 2.50% Reduce -1.2% 194,821 $7.7M
Pavion Blue Capital, LLC 3.81% Reduce -0.6% 194,756 $7.7M
Hennessy Advisors Inc. 0.29% Reduce -5.0% 194,300 $7.7M
Ossiam 0.15% Reduce -65.0% 193,792 $7.7M
Van Den Berg Management I, Inc. 2.28% Reduce -1.0% 193,301 $7.7M
Laird Norton Wetherby Wealth Management, LLC 0.36% Reduce -0.8% 192,451 $7.7M
Valeo Financial Advisors, LLC 0.24% Add +17.5% 229,375 $7.7M
Buffington Mohr McNeal 1.33% Add +12.0% 190,606 $7.6M
Praxis Investment Management Inc. 0.52% No change 204,460 $7.6M
Ritholtz Wealth Management 0.25% Add +14.3% 190,268 $7.6M
Dakota Wealth Management 0.18% Reduce -0.3% 189,667 $7.5M
Perigon Wealth Management, LLC 0.22% Add +1.5% 189,294 $7.5M
DCM Advisors, LLC 3.95% Reduce -13.7% 187,986 $7.5M
Fred Alger Management, LLC 0.04% Add +4.8% 187,002 $7.4M
First Trust Direct Indexing L.P. 0.46% Add +20.7% 186,996 $7.4M
River Wealth Advisors LLC 1.06% Add +1.7% 186,615 $7.4M
Edge Capital Group, LLC 0.36% Add +14.4% 186,535 $7.4M
First National Trust Co 0.30% Reduce -2.4% 184,927 $7.4M
U.S. Capital Wealth Advisors, LLC 0.28% Reduce -16.3% 184,190 $7.3M
Fagan Associates, Inc. 1.28% Add +1.5% 183,300 $7.3M
Intact Investment Management Inc. 0.27% Reduce -48.6% 182,700 $7.3M
Paloma Partners Management Co 0.79% Add +48.5% 182,671 $7.3M
Axxcess Wealth Management, LLC 0.20% Add +10.0% 182,354 $7.3M
Tokio Marine Asset Management Co. Ltd. 0.35% Add +2.7% 181,824 $7.2M
Goelzer Investment Management, Inc. 0.40% Reduce -1.7% 181,577 $7.2M
First Hawaiian Bank 0.24% Reduce -9.2% 180,188 $7.2M
Viking Fund Management LLC 1.28% Reduce -10.0% 180,000 $7.2M
Chiron Investment Management, LLC 2.81% Add +162.4% 179,957 $7.2M
Fusion Capital, LLC 3.24% Reduce -1.1% 178,870 $7.1M
Intech Investment Management LLC 0.09% Reduce -10.3% 178,491 $7.1M
Stolper Co 2.49% Add +1.3% 177,518 $7.1M
Nicholas Investment Partners, LP 0.82% No change 177,313 $7.1M
Webster Bank, N. A. 0.77% Reduce -2.4% 176,757 $7.0M
Simplicity Wealth,LLC 0.16% Add +9.2% 176,710 $7.0M
Vestcor Inc 0.23% Reduce -11.8% 172,709 $6.9M
Concentric Capital Strategies, LP 0.43% Add +193.7% 172,341 $6.9M
Signaturefd, LLC 0.14% Add +0.4% 172,013 $6.8M
Ariel Investments 0.07% Reduce -2.9% 171,684 $6.8M
Lombard Odier Asset Management (Switzerland) SA 0.69% Reduce -3.3% 171,409 $6.8M
Boothe Investment Group, Inc. 3.16% Reduce -13.3% 170,293 $6.8M
Prime Capital Investment Advisors, LLC 0.10% Reduce -10.1% 171,115 $6.8M
Roanoke Asset Management Corp./ NY 2.26% Add +0.0% 170,043 $6.8M
Azimuth Capital Investment Management LLC 0.27% Reduce -5.7% 169,944 $6.8M
Intrust Bank NA 0.72% Reduce -0.9% 169,604 $6.7M
Richard Bernstein Advisors LLC 0.15% No change 169,379 $6.7M
Harbor Island Capital LLC 2.90% Add +27.8% 169,336 $6.7M
Asio Capital, LLC 1.37% Reduce -1.1% 167,892 $6.7M
HUB Investment Partners, LLC 0.32% Add +1.6% 167,687 $6.7M
Unison Asset Management LLC 3.36% Add +0.7% 166,975 $6.6M
Lee Danner & Bass Inc. 0.51% — 166,822 $6.6M
Baldwin Wealth Partners LLC 0.52% Reduce -0.6% 166,349 $6.6M
PFG Investments, LLC 0.47% Reduce -8.6% 166,211 $6.6M
GTS Securities LLC 0.14% Add +977.0% 166,168 $6.6M
Resources Management Corp. /CT/ 0.95% Reduce -4.9% 164,584 $6.5M
R.m.sincerbeaux Capital Management LLC 4.28% Reduce -2.5% 163,960 $6.5M
Boyar Asset Management Inc. 4.46% Reduce -0.1% 163,338 $6.5M
Ameritas Investment Partners, Inc. 0.22% Reduce -1.2% 163,284 $6.5M
ARS Wealth Advisors Group, LLC 0.84% Reduce -2.5% 162,476 $6.5M
Shikiar Asset Management Inc. 1.89% Reduce -9.8% 162,330 $6.5M
Stratos Investment Management, LLC 0.53% Add +3.8% 161,741 $6.4M
Red Door Wealth Management, LLC 1.13% Add +5.3% 161,260 $6.4M
First Washington CORP 2.37% Add +1.4% 160,845 $6.4M
Avantax Planning Partners, Inc. 0.20% Reduce -2.2% 160,265 $6.4M
Icon Wealth Advisors, LLC 0.57% Reduce -2.3% 157,942 $6.4M
Thoroughbred Financial Services, LLC 0.43% Add +49.6% 160,095 $6.4M
Fulton Bank, N.A. 0.26% Add +14.1% 159,642 $6.3M
Twin Capital Management Inc. 0.75% Add +3.1% 159,480 $6.3M
Gibraltar Capital Management, Inc. 2.87% Add +2.4% 159,388 $6.3M
Fiduciary Trust Co 0.10% Reduce -0.8% 159,159 $6.3M
Viewpoint Capital Management LLC 3.87% Reduce -0.0% 159,099 $6.3M
Pring Turner Capital Group Inc. 4.40% Reduce -0.9% 158,625 $6.3M
Jacobi Capital Management LLC 0.55% Reduce -6.0% 158,490 $6.3M
Investment Management Corp of Ontario 0.17% Add +37.7% 158,252 $6.3M
Kempner Capital Management Inc. 3.33% No change 158,088 $6.3M
Woodstock Corp. 0.64% Reduce -0.3% 157,892 $6.3M
Alpha Cubed Investments, LLC 0.30% Add +42.4% 157,461 $6.3M
Community Bank of Raymore 4.86% Reduce -46.3% 157,408 $6.3M
Northeast Investment Management 0.29% Reduce -1.6% 156,930 $6.2M
Harvey Capital Management Inc. 1.64% Reduce -12.3% 156,725 $6.2M
AustralianSuper Pty Ltd 0.04% Add +36.6% 156,545 $6.2M
Vontobel Holding Ltd. 0.02% Reduce -19.0% 156,058 $6.2M
Kintegral Advisory, LLC 0.59% Add +17.0% 154,487 $6.1M
Harvest Portfolios Group Inc. 0.23% Reduce -3.2% 154,134 $6.1M
Hoey Investments, Inc. 1.17% Reduce -2.7% 153,476 $6.1M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.74% Reduce -1.8% 153,344 $6.1M
Patton Albertson Miller Group, LLC 0.87% Add +2.9% 153,330 $6.1M
Advisors Asset Management, Inc. 0.12% Reduce -20.0% 152,945 $6.1M
Creative Financial Designs Inc. 0.54% Add +3.8% 152,749 $6.1M
Sumitomo Life Insurance Co. 0.14% Add +44.6% 152,105 $6.0M
Stamos Capital Partners, L.P. 1.28% Reduce -4.6% 151,690 $6.0M
Leuthold Group, LLC 0.69% New 151,046 $6.0M
Apollon Wealth Management, LLC 0.18% Add +8.5% 150,243 $6.0M
Baugh & Associates, LLC 3.10% Reduce -5.9% 141,557 $6.0M
Cary Street Partners Investment Advisory LLC 0.24% Reduce -4.4% 149,712 $6.0M
Greenleaf Trust 0.06% Add +3.1% 149,659 $6.0M
Tudor Investment Corporation 0.07% New 149,013 $5.9M
Bleakley Financial Group, LLC 0.17% Add +1.5% 148,664 $5.9M
Lynch & Associates 1.31% Add +3.7% 146,051 $5.8M
Meiji Yasuda Asset Management Co Ltd. 0.24% Reduce -26.0% 145,789 $5.8M
Aldebaran Capital, LLC 5.40% Reduce -0.4% 145,261 $5.8M
Plato Investment Management Ltd 0.54% Add +7.3% 145,156 $5.8M
Inlet Private Wealth, LLC 1.58% Add +0.0% 144,990 $5.8M
Fifth Third Wealth Advisors LLC 0.44% Add +92.1% 144,917 $5.8M
Harbor Capital Advisors, Inc. 0.44% Add +0.2% 144,338 $5.7M
Means Investment Co., Inc. 0.68% Reduce -6.3% 143,564 $5.7M
Courier Capital LLC 0.45% Reduce -0.1% 141,743 $5.6M
Buckingham Strategic Wealth, LLC 0.06% Add +1.7% 141,728 $5.6M
Boston Financial Mangement LLC 0.18% Reduce -1.8% 141,268 $5.6M
Capricorn Fund Managers Ltd 3.93% No change 140,193 $5.6M
Pallas Capital Advisors LLC 0.25% Add +14.4% 129,560 $5.6M
Whalerock Point Partners, LLC 1.49% Add +0.0% 139,551 $5.5M
Forvis Mazars Wealth Advisors, LLC 0.14% Reduce -3.8% 139,538 $5.5M
Focused Wealth Management, Inc 0.82% Add +0.5% 139,383 $5.5M
Orange Investment Advisors, Inc. 0.72% Add +49.2% 161,557 $5.5M
Ballentine Partners, LLC 0.10% Add +5.5% 138,519 $5.5M
Group One Trading LLC 0.17% Reduce -61.6% 138,490 $5.5M
McGinn Penninger Investment Management, Inc. 3.73% Reduce -0.8% 138,024 $5.5M
Summit Trail Advisors, LLC 0.14% Add +49.0% 137,956 $5.5M
Guardian Investment Management 3.90% Add +60.0% 136,893 $5.4M
Gotham Asset Management 0.07% Reduce -1.1% 135,970 $5.4M
Manatuck Hill Partners, LLC 2.38% No change 135,637 $5.4M
Kerrisdale Advisers, LLC 1.68% Reduce -27.8% 135,254 $5.4M
TD Private Client Wealth LLC 0.17% Add +2.6% 135,082 $5.4M
Rothschild Investment LLC 0.37% Add +1.4% 133,679 $5.3M
Horizon Investments, LLC 0.15% Add +1.4% 133,032 $5.3M
Montgomery Investment Management Inc. 2.08% No change 132,332 $5.3M
Point72 Asia (Singapore) Pte. Ltd. 1.09% New 131,829 $5.2M
LGT Fund Management Co Ltd. 0.65% Add +535.4% 131,814 $5.2M
Asset Planning Services Inc. /La/ 2.76% Reduce -0.4% 131,750 $5.2M
University of Texas/Texas Am Investment Management Co. 1.01% Add +35120.0% 130,314 $5.2M
Ally Financial Inc. 0.64% No change 130,000 $5.2M
SVB Wealth LLC 0.13% Reduce -13.5% 129,854 $5.2M
Hudson Capital Management LLC 1.79% Add +1.1% 129,411 $5.1M
Compound Planning, Inc. 0.38% Add +21.0% 129,121 $5.1M
LBP Am SA 0.21% Reduce -32.2% 128,934 $5.1M
Patrick M Sweeney & Associates, Inc. 4.14% Add +0.1% 128,828 $5.1M
Moors & Cabot, Inc. 0.27% Reduce -4.8% 128,515 $5.1M
Mandatum Life Insurance Co Ltd 1.71% No change 128,110 $5.1M
Essex Financial Services, Inc. 0.38% Add +18.7% 133,305 $5.1M
IHT Wealth Management, LLC 0.19% Add +9.4% 127,909 $5.1M
GHP Investment Advisors, Inc. 0.25% Add +1.2% 127,882 $5.1M
Angeles Wealth Management, LLC 0.47% Add +8.0% 126,656 $5.0M
SevenBridge Financial Group, LLC 1.11% Reduce -0.7% 135,684 $5.0M
Wealthspire Advisors, LLC 0.06% Add +5.6% 125,540 $5.0M
DCF Advisers, LLC 2.66% No change 125,350 $5.0M
Signet Financial Management, LLC 0.67% Reduce -3.1% 125,311 $5.0M
Clearstead Advisors, LLC 0.08% Add +79.4% 124,483 $5.0M
Capital Insight Partners, LLC 0.93% Reduce -7.8% 123,784 $4.9M
Americana Partners, LLC 0.39% Add +5.0% 123,421 $4.9M
Altrius Capital Management Inc 1.29% Reduce -0.2% 123,341 $4.9M
Meeder Advisory Services, Inc. 0.35% Add +51.7% 123,057 $4.9M
Hardin Capital Partners, LLC 3.18% — 122,581 $4.9M
Dana Investment Advisors, Inc. 0.16% Reduce -0.4% 122,350 $4.9M
Snowden Capital Advisors LLC 0.15% Reduce -19.3% 122,149 $4.9M
SOL Capital Management CO 0.58% Reduce -1.4% 121,702 $4.8M
Carret Asset Management, LLC 0.56% Reduce -4.2% 121,270 $4.8M
Penobscot Investment Management Company, Inc. 0.46% Add +35.5% 120,674 $4.8M
Diversified Trust Co. 0.14% Reduce -28.8% 120,195 $4.8M
Banque Cantonale Vaudoise 0.19% Reduce -66.2% 120,166 $4.8M
Maltese Capital Management LLC 0.89% Reduce -16.4% 120,000 $4.8M
Bayesian Capital Management, LP 0.55% Add +62.7% 119,900 $4.8M
Bedell Frazier Investment Counselling, LLC 1.15% Reduce -4.2% 119,731 $4.8M
Pitcairn Co. 0.29% Add +4.9% 119,729 $4.8M
Legacy Private Trust Co. 0.34% Reduce -0.4% 119,492 $4.8M
Rockland Trust Co. 0.25% Reduce -51.7% 119,260 $4.7M
Dynamic Advisor Solutions LLC 0.15% Add +5.9% 119,133 $4.7M
Concentric Wealth Management, LLC 1.23% Add +1.1% 118,939 $4.7M
Arrow Financial Corp 0.46% Reduce -12.2% 118,922 $4.7M
First Manhattan Co. Llc. 0.02% Add +1.6% 118,539 $4.7M
Boit C F David 2.45% Reduce -1.3% 118,398 $4.7M
Graybill Wealth Management, LTD. 1.91% Add +0.1% 118,351 $4.7M
Merit Financial Group, LLC 0.10% Reduce -12.1% 118,113 $4.7M
Greenwood Capital Associates LLC 0.62% Add +10.5% 117,620 $4.7M
California First Leasing Corp. 2.09% No change 117,500 $4.7M
Consolidated Capital Management, LLC 2.23% Add +7.9% 117,451 $4.7M
&partners 0.20% Add +223.8% 117,091 $4.6M
Principle Wealth Partners LLC 0.35% Reduce -0.1% 116,529 $4.6M
Community Financial Services Group, LLC 1.00% Add +3.2% 116,347 $4.6M
Fayez Sarofim & Co 0.01% Reduce -10.7% 116,105 $4.6M
Bar Harbor Wealth Management 0.31% Reduce -1.5% 116,074 $4.6M
L2 Asset Management, LLC 1.39% Add +125.8% 115,977 $4.6M
Chesley Taft & Associates LLC 0.23% Reduce -1.8% 115,717 $4.6M
Equitable Holdings, Inc. 0.05% Add +6.6% 115,074 $4.6M
Sompo Asset Management Co., Ltd. 0.77% Reduce -5.6% 114,720 $4.6M
Baxter Bros Inc. 0.60% Reduce -0.5% 114,630 $4.6M
Knightsbridge Asset Management, LLC 1.14% Reduce -1.8% 114,543 $4.6M
DoubleLine ETF Adviser LP 1.20% Reduce -3.8% 114,243 $4.5M
Shilanski & Associates, Inc. 1.53% Add +2.2% 113,978 $4.5M
Silvant Capital Management LLC 0.20% No change 113,727 $4.5M
Asset Management Advisors, LLC 3.45% Add +1.0% 113,680 $4.5M
Kingswood Wealth Advisors, LLC 0.41% Add +43.0% 113,647 $4.5M
Trust Co. of Vermont 0.24% Reduce -4.0% 112,615 $4.5M
Rwa Wealth Partners, LLC 0.06% Reduce -0.4% 112,168 $4.5M
Diversify Advisory Services, LLC 0.24% Reduce -14.6% 107,608 $4.5M
Ascent Group, LLC 0.36% Add +4.2% 111,551 $4.4M
Game Creek Capital, LP 2.47% Reduce -5.3% 111,500 $4.4M
Entropy Technologies, LP 0.48% New 111,317 $4.4M
Neumann Capital Management, LLC 1.52% Reduce -0.7% 111,153 $4.4M
IMC-Chicago, LLC 0.14% New 110,652 $4.4M
Joel Isaacson & Co., LLC 0.23% Add +1.8% 110,448 $4.4M
Level Four Advisory Services, LLC 0.20% Reduce -20.7% 110,427 $4.4M
Sigma Planning Corp 0.14% Reduce -0.7% 110,387 $4.4M
Woodmont Investment Counsel LLC 0.36% Add +0.9% 110,383 $4.4M
Chemung Canal Trust Co. 0.85% Reduce -8.8% 110,191 $4.4M
Letson Investment Management, Inc. 1.94% Add +3.5% 110,136 $4.4M
EULAV Asset Management 0.12% Reduce -15.4% 110,000 $4.4M
Mgo One Seven LLC 0.21% Reduce -3.6% 109,990 $4.4M
Latash Investments, LLC 3.54% No change 109,894 $4.4M
Chemistry Wealth Management LLC 1.13% Add +0.3% 109,861 $4.4M
Ables, Iannone, Moore & Associates, Inc. 2.89% Reduce -1.7% 109,817 $4.4M
Oliver Luxxe Assets LLC 0.93% Reduce -0.4% 109,727 $4.4M
Hodges Capital Management Inc. 0.29% Reduce -22.5% 109,583 $4.4M
Fiduciary Group, LLC 0.47% Reduce -0.1% 109,417 $4.4M
Scott & Selber, Inc. 1.38% Add +1.7% 108,918 $4.3M
Canandaigua National Bank & Trust Co. 0.47% Add +0.4% 108,698 $4.3M
Eastern Bank 0.17% Reduce -0.1% 108,680 $4.3M
Avior Wealth Management, LLC 0.19% Reduce -7.7% 108,633 $4.3M
Arkadios Wealth Advisors 0.29% Add +216.3% 108,272 $4.3M
Parsons Capital Management Inc. 0.29% Reduce -0.1% 107,939 $4.3M
H&H International Investment 0.03% Reduce -1.6% 107,900 $4.3M
Smith Salley Wealth Management 0.31% Add +1.0% 107,869 $4.3M
Glass Wealth Management Co LLC 2.50% Reduce -2.1% 107,549 $4.3M
Stieven Capital Advisors, L.P. 0.94% Reduce -1.4% 106,837 $4.2M
Portfolio Design Labs, LLC 1.31% Add +4.3% 106,680 $4.2M
Sykon Capital LLC 1.60% No change 106,577 $4.2M
F/m Investments LLC 0.15% New 106,159 $4.2M
Insigneo Advisory Services, LLC 0.48% Add +164.8% 115,436 $4.2M
Front Street Capital Management, Inc. 0.81% Reduce -11.9% 109,498 $4.2M
XTX Topco Ltd 0.36% New 106,291 $4.2M
J.W. Cole Advisors, Inc. 0.20% Reduce -5.2% 106,178 $4.2M
CHICAGO TRUST Co NA 0.86% Reduce -0.8% 106,127 $4.2M
apricus wealth, LLC 3.00% Reduce -17.3% 105,820 $4.2M
Mengis Capital Management, Inc. 0.86% Reduce -14.3% 105,664 $4.2M
Lyell Wealth Management, LP 0.40% Reduce -0.3% 105,224 $4.2M
River Global Investors LLP 1.15% Reduce -1.6% 105,133 $4.2M
Park Avenue Securities LLC 0.05% Add +5.2% 105,021 $4.2M
Lazari Capital Management, Inc. 1.88% Add +1.3% 104,700 $4.2M
Wittenberg Investment Management, Inc. 1.43% Reduce -37.8% 104,622 $4.2M
Patten & Patten Inc. 0.29% Reduce -3.8% 103,951 $4.1M
Harbor Investment Advisory, LLC 0.43% Add +0.4% 103,882 $4.1M
Synergy Asset Management, LLC 0.65% Add +17.5% 103,447 $4.1M
Paradigm Asset Management Co. LLC 1.14% Reduce -8.7% 102,825 $4.1M
Eisler Capital (US) LLC 0.77% New 102,721 $4.1M
Parallel Advisors, LLC 0.10% Add +2.2% 102,683 $4.1M
Weinberger Asset Management, Inc 1.92% Reduce -0.3% 102,282 $4.1M
Coldstream Capital Management Inc. 0.10% Add +6.9% 102,211 $4.1M
Icon Advisers Inc. 0.94% No change 101,590 $4.1M
Ironsides Asset Advisors, LLC 1.35% Reduce -1.6% 102,152 $4.1M
David J Yvars Group 2.54% Add +0.1% 102,139 $4.1M
CreativeOne Wealth, LLC 0.21% Add +23.7% 102,111 $4.1M
Global Retirement Partners, LLC 0.13% Add +3.5% 102,045 $4.1M
Profund Advisors LLC 0.15% Reduce -4.4% 101,954 $4.1M
Independent Financial Group, LLC 0.16% Add +37.5% 101,947 $4.1M
Pacifica Partners Inc. 1.74% Reduce -1.9% 99,155 $4.1M
Capital Markets Trading UK LLP 2.98% New 101,934 $4.1M
Check Capital Management Inc. 0.30% Reduce -24.8% 101,877 $4.1M
Kingsview Wealth Management, LLC 0.10% Add +11.4% 101,357 $4.0M
Anchor Investment Management, LLC 0.41% Add +10.6% 100,678 $4.0M
Cantor Fitzgerald Investment Advisors L.P. 0.31% Add +4.3% 100,505 $4.0M
Gables Capital Management Inc. 2.08% Reduce -0.2% 100,009 $4.0M
Abbot Financial Management, Inc. 2.13% Reduce -1.0% 99,846 $4.0M
Morningstar Investment Management LLC 0.41% Reduce -13.6% 99,650 $4.0M
Gleason Group, Inc. 0.80% Add +1.3% 99,519 $4.0M
St. Johns Investment Management Company, LLC 1.88% Add +3.4% 99,321 $3.9M
Carlson Capital, L.P. 0.62% New 99,200 $3.9M
Argyle Capital Management, LLC 1.62% Reduce -6.9% 99,043 $3.9M
IFP Advisors, Inc 0.16% Reduce -1.2% 98,400 $3.9M
Belmont Capital, LLC 0.73% Add +0.4% 98,354 $3.9M
Plancorp, LLC 0.17% Add +1.3% 98,343 $3.9M
Family Manage LLC 0.69% Add +5.5% 98,336 $3.9M
Nomura Holdings Inc. 0.03% Reduce -38.9% 98,335 $3.9M
Capital Investment Advisory Services, LLC 0.40% Reduce -0.0% 98,217 $3.9M
FineMark National Bank & Trust 0.14% Add +1.2% 98,163 $3.9M
Benjamin F. Edwards & Company, Inc. 0.07% Add +7.0% 97,751 $3.9M
Capital Analysts, LLC 0.17% Add +9.3% 97,683 $3.9M
NorthRock Partners, LLC 0.15% Add +8.8% 97,567 $3.9M
Kornitzer Capital Management Inc. 0.07% Reduce -2.0% 97,331 $3.9M
Procyon Advisors, LLC 0.29% Add +3.3% 96,864 $3.9M
Capital Investment Counsel, Inc 0.58% Reduce -7.5% 96,863 $3.9M
1ST Source Bank 0.22% Add +0.8% 96,163 $3.8M
CW Advisors, LLC 0.06% Reduce -35.1% 96,107 $3.8M
Whittier Trust Co. 0.05% Reduce -5.5% 96,091 $3.8M
Williams Jones Wealth Management, LLC. 0.05% Reduce -0.3% 95,487 $3.8M
Park National Corp. 0.14% Reduce -30.8% 95,421 $3.8M
TCW Group Inc. 0.03% Reduce -28.7% 95,226 $3.8M
Forum Financial Management, LP 0.07% Add +1.1% 94,882 $3.8M
Mission Wealth Management, LP 0.10% Add +19.6% 94,852 $3.8M
Meridian Investment Counsel Inc. 1.19% No change 94,724 $3.8M
Mutual Advisors, LLC 0.11% Reduce -1.9% 91,626 $3.8M
KG Capital Management 1.30% Reduce -10.4% 94,401 $3.8M
MainStreet Investment Advisors LLC 0.46% Reduce -9.8% 94,319 $3.8M
S&co Inc. 0.26% Reduce -13.0% 94,152 $3.7M
Blue Trust, Inc. 0.05% Add +6.1% 98,699 $3.7M
Verdence Capital Advisors LLC 0.33% Add +0.3% 94,081 $3.7M
Cidel Asset Management Inc. 0.29% Add +4.3% 94,044 $3.7M
Glassy Mountain Advisors, Inc. 1.39% Add +2.1% 93,999 $3.7M
Gold Investment Management Ltd. 1.58% Reduce -0.1% 93,732 $3.7M
Marco Investment Management LLC 0.34% Reduce -5.1% 93,669 $3.7M
Princeton Global Asset Management LLC 0.82% Add +5.0% 93,279 $3.7M
Cadence Bank 0.28% Add +0.2% 93,200 $3.7M
Employees Retirement System of Texas 0.04% Add +27.3% 93,145 $3.7M
Long Focus Capital Management, LLC 0.38% No change 93,000 $3.7M
Embree Financial Group 0.71% Reduce -3.8% 92,500 $3.7M
RNC Capital Management LLC 0.20% Reduce -10.4% 92,445 $3.7M
Sheaff Brock Investment Advisors, LLC 0.34% Reduce -16.5% 91,662 $3.6M
International Assets Investment Management, LLC 0.34% Add +15.8% 124,573 $3.6M
Plimoth Trust Co. LLC 0.97% Reduce -1.5% 91,073 $3.6M
M Holdings Securities, Inc. 0.47% Add +92.8% 91,048 $3.6M
Bank of New Hampshire 0.94% Reduce -3.2% 90,772 $3.6M
Asset Dedication, LLC 0.25% Add +0.3% 90,562 $3.6M
Hancock Whitney Corp. 0.12% Add +0.6% 90,518 $3.6M
Focus Partners Advisor Solutions, LLC 0.09% Add +6.2% 90,413 $3.6M
Capital Asset Advisory Services LLC 0.19% Add +7.1% 86,362 $3.6M
Brighton Jones LLC 0.12% Reduce -0.5% 89,855 $3.6M
Gries Financial LLC 0.73% Reduce -1.7% 89,675 $3.6M
Qtron Investments LLC 0.52% Add +2.3% 89,625 $3.6M
World Equity Group, Inc. 1.06% Reduce -55.0% 89,587 $3.6M
Integrated Advisors Network LLC 0.18% Add +0.5% 89,258 $3.5M
Evercore Wealth Management, LLC 0.06% Add +7.5% 88,682 $3.5M
Ethic Inc. 0.08% Add +31.4% 88,519 $3.5M
Ami Investment Management Inc. 1.23% Reduce -11.1% 88,429 $3.5M
ProVise Management Group, LLC 0.30% Reduce -4.3% 87,631 $3.5M
Hollencrest Capital Management 0.15% Add +0.9% 87,513 $3.5M
American Assets Inc. 1.28% No change 87,500 $3.5M
NJ State Employees Deferred Compensation Plan 0.43% No change 86,582 $3.4M
Wintrust Investments LLC 0.28% Reduce -0.8% 86,531 $3.4M
ArrowMark Colorado Holdings LLC 0.04% Reduce -45.8% 86,350 $3.4M
Dorsey & Whitney Trust CO LLC 0.24% Add +3.7% 86,346 $3.4M
Banco de Sabadell, S.A 2.52% Reduce -7.7% 86,317 $3.4M
Brick & Kyle, Associates 1.42% Reduce -0.1% 86,270 $3.4M
Wright Investors Service Inc. 0.90% Add +1.3% 86,092 $3.4M
Quadrant Capital Group LLC 0.25% Add +12.4% 85,866 $3.4M
Trivant Custom Portfolio Group, LLC 2.09% Reduce -0.5% 85,509 $3.4M
Beaumont Financial Advisors, LLC 0.27% Add +2.1% 85,495 $3.4M
Delta Capital Management LLC 2.08% Reduce -0.1% 85,300 $3.4M
Clear Rock Advisors, LLC 1.44% Add +3.7% 85,025 $3.4M
Graypoint LLC 0.23% Add +6.2% 84,701 $3.4M
Processus Wealth & Capital Management, LLC 2.79% Add +0.7% 84,699 $3.4M
Lakewood Asset Management LLC 2.34% Add +0.0% 84,548 $3.4M
Davis Investment Partners, LLC 1.37% Add +17.2% 80,333 $3.3M
Principal Securities, Inc. 0.09% Add +11.3% 83,825 $3.3M
Klingenstein Fields & Co. LP 0.14% Reduce -0.1% 83,794 $3.3M
Birmingham Capital Management Co. Inc. 1.30% Add +0.8% 83,700 $3.3M
Beacon Investment Advisors LLC 1.70% Add +22.1% 83,609 $3.3M
CMT Capital Markets Trading GmbH 0.94% Add +247.4% 83,286 $3.3M
Convergence Investment Partners, LLC 0.97% Add +25.8% 83,260 $3.3M
Affinity Investment Advisors, LLC 2.48% Reduce -1.8% 83,164 $3.3M
Y-Intercept (Hong Kong) Ltd 0.18% New 83,128 $3.3M
Culbertson A N & Co. Inc. 0.58% Reduce -7.9% 82,877 $3.3M
Wealth Alliance Advisory Group, LLC 0.74% Reduce -3.2% 82,767 $3.3M
Beaton Management Co. Inc. 1.77% No change 82,759 $3.3M
Modera Wealth Management, LLC 0.05% Add +2.8% 82,608 $3.3M
NewEdge Wealth, LLC 0.07% Reduce -11.2% 82,542 $3.3M
Trust Asset Management LLC 0.28% No change 82,476 $3.3M
GAMMA Investing LLC 0.45% Add +32.1% 82,378 $3.3M
Skylands Capital, LLC 0.46% Reduce -8.8% 82,350 $3.3M
Legacy Wealth Management, LLC / MS 1.38% No change 82,345 $3.3M
Moody National Bank Trust Division 0.25% Add +4.3% 81,987 $3.3M
Western Wealth Management, LLC 0.24% Reduce -0.1% 81,715 $3.2M
Bison Wealth, LLC 0.53% No change 85,700 $3.2M
Institute for Wealth Management, LLC. 0.43% Reduce -0.2% 81,526 $3.2M
Mount Vernon Associates Inc. 2.88% Reduce -3.3% 81,319 $3.2M
Perpetual Ltd 0.04% Reduce -6.5% 81,013 $3.2M
Roundview Capital LLC 0.25% Add +0.7% 80,712 $3.2M
Capital Group Investment Management Pte. LTD. 0.69% Add +33.3% 80,090 $3.2M
Citizens Business Bank 0.67% Add +3.3% 79,877 $3.2M
Whittier Trust Co. of Nevada Inc. 0.09% Add +0.4% 79,595 $3.2M
Parcion Private Wealth LLC 0.29% Add +1.1% 78,930 $3.1M
Private Trust Co. NA 0.34% Reduce -3.0% 78,750 $3.1M
Stock Yards Bank & Trust Co. 0.10% Reduce -9.4% 78,289 $3.1M
NBT Bank, N.A. 0.22% Add +56.1% 78,250 $3.1M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -14.8% 78,172 $3.1M
Triangle Securities Wealth Management 0.88% Reduce -2.4% 78,143 $3.1M
Peddock Capital Advisors, LLC 0.80% Reduce -5.1% 77,926 $3.1M
Brookmont Capital Management 1.68% Reduce -1.9% 77,441 $3.1M
HBK Sorce Advisory LLC 0.11% Reduce -6.6% 76,961 $3.1M
Tritonpoint Wealth, LLC 0.29% Reduce -9.2% 76,809 $3.1M
Raab & Moskowitz Asset Management LLC 0.83% Reduce -0.9% 76,786 $3.1M
Shorepoint Capital Partners LLC 0.71% Add +6.6% 76,501 $3.0M
Mystic Asset Management, Inc. 1.22% Reduce -2.3% 76,217 $3.0M
Ironvine Capital Partners, LLC 0.33% No change 76,179 $3.0M
Lighthouse Investment Partners, LLC 0.17% Add +1.5% 75,957 $3.0M
Formidable Asset Management, LLC 0.49% Reduce -2.4% 75,951 $3.0M
Meitav Investment House Ltd. 0.05% Reduce -4.3% 76,542 $3.0M
Tower Bridge Advisors 0.34% Reduce -5.3% 75,744 $3.0M
Meridian Wealth Advisors, LLC 0.54% No change 75,485 $3.0M
Silvercrest Asset Management Group LLC 0.02% Reduce -6.8% 75,151 $3.0M
Heritage Trust Co 0.39% Add +0.9% 74,957 $3.0M
Beacon Bank & Trust 0.75% Reduce -3.7% 74,796 $3.0M
Columbia Bank 1.15% Add +3.5% 74,611 $3.0M
Supplemental Annuity Collective Trust of NJ 0.90% No change 74,000 $2.9M
Harbour Capital Advisors, LLC 0.70% Add +4.4% 73,272 $2.9M
Hamilton Capital Partners Inc. 0.31% Add +2.3% 73,644 $2.9M
Holderness Investments Co. 0.69% Add +0.3% 73,497 $2.9M
Alkeme Wealth, LLC 1.39% Reduce -6.8% 73,432 $2.9M
Alpha DNA Investment Management LLC 1.65% Add +23.5% 73,307 $2.9M
Mattson Financial Services, LLC 1.03% — 72,962 $2.9M
Burton Enright Welch 0.67% Reduce -0.8% 72,586 $2.9M
Advisors Capital Management, LLC 0.05% Add +0.3% 72,539 $2.9M
Stonebridge Capital Advisors LLC 0.25% Add +0.2% 72,316 $2.9M
Y.D. More Investments Ltd 0.29% Reduce -11.3% 72,234 $2.9M
ZWJ Investment Counsel Inc. 0.13% Add +0.4% 72,095 $2.9M
iA Global Asset Management Inc. 0.05% Add +301.8% 72,076 $2.9M
Checchi Capital Advisers, LLC 0.23% Add +1.7% 71,883 $2.9M
Pinnacle Wealth Management Advisory Group, LLC 0.29% Add +1.1% 71,847 $2.9M
Hennion & Walsh Asset Management, Inc. 0.15% Reduce -19.1% 71,667 $2.9M
Massachusetts Wealth Management 1.91% Reduce -0.5% 71,622 $2.8M
Old West Investment Management, LLC 1.25% Add +233.9% 71,534 $2.8M
Naviter Wealth, LLC 0.42% Add +2.9% 71,440 $2.8M
Iowa State Bank 0.63% Add +63.4% 71,404 $2.8M
Country Club Bank 0.20% Reduce -1.5% 72,346 $2.8M
FAS Wealth Partners, Inc. 0.24% Add +1.0% 71,272 $2.8M
Lodestone Wealth Management LLC 1.49% Add +0.4% 71,097 $2.8M
Cigna Investments Inc. 0.53% Reduce -3.1% 71,087 $2.8M
Nebula Research & Development LLC 0.46% New 71,021 $2.8M
Charter Research & Investment Group, Inc. 2.22% Reduce -0.6% 70,932 $2.8M
Jaffetilchin Investment Partners, LLC 0.24% Reduce -1.1% 70,830 $2.8M
Grove Bank & Trust 0.45% Reduce -0.9% 70,824 $2.8M
Compton Wealth Advisory Group, LLC 0.75% Reduce -0.6% 70,753 $2.8M
GeoWealth Management, LLC 0.12% Add +15.1% 70,748 $2.8M
Murphy Pohlad Asset Management LLC 1.21% Reduce -14.1% 70,701 $2.8M
Avity Investment Management Inc. 0.23% Add +28.7% 70,450 $2.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.08% Add +4.5% 70,405 $2.8M
Independent Solutions Wealth Management, LLC 0.64% Reduce -1.6% 70,400 $2.8M
Transcend Capital Advisors, LLC 0.20% Add +13.8% 70,059 $2.8M
SS&H Financial Advisors, Inc. 1.08% No change 69,808 $2.8M
Cetera Trust Company, N.A 1.73% Reduce -7.5% 69,288 $2.8M
Colonial Trust Advisors 0.26% Add +89.4% 68,959 $2.7M
Vestmark Advisory Solutions, Inc. 0.11% Add +6.0% 68,755 $2.7M
Spire Wealth Management 0.10% Reduce -15.7% 68,687 $2.7M
Lombard Odier Asset Management (Europe) Ltd 0.19% New 68,667 $2.7M
Caldwell Trust Co 0.30% Reduce -3.8% 68,482 $2.7M
Diligent Investors, LLC 0.67% Add +0.2% 68,297 $2.7M
AlphaCore Capital LLC 0.65% Reduce -16.9% 67,646 $2.7M
Frank, Rimerman Advisors LLC 0.19% Add +5121.9% 67,624 $2.7M
Bank Ozk 1.16% Reduce -2.1% 67,606 $2.7M
Systematic Alpha Investments, LLC 0.10% No change 67,508 $2.7M
Carolinas Wealth Consulting LLC 0.52% Reduce -1.4% 67,387 $2.7M
WCG Wealth Advisors LLC 0.20% Add +6.7% 66,976 $2.7M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +186.7% 66,881 $2.7M
Rosenblum Silverman Sutton S F Inc. 0.71% No change 66,793 $2.7M
Aull & Monroe Investment Management Corp 1.29% No change 66,263 $2.6M
Wealthcare Advisory Partners LLC 0.08% Add +3.7% 66,170 $2.6M
Hendershot Investments Inc. 0.38% Reduce -1.0% 66,102 $2.6M
Quadcap Wealth Management, LLC 0.47% Reduce -1.8% 65,965 $2.6M
Gilliland Jeter Wealth Management LLC 0.88% Reduce -1.2% 65,715 $2.6M
Stratos Wealth Advisors, LLC 0.13% Add +1.3% 65,558 $2.6M
9258 Wealth Management, LLC 0.40% Reduce -6.3% 65,507 $2.6M
Sound View Wealth Advisors Group, LLC 0.27% Reduce -6.8% 65,070 $2.6M
Koshinski Asset Management, Inc. 0.24% Add +3.1% 62,328 $2.6M
Abbrea Capital, LLC 0.34% Reduce -0.1% 64,828 $2.6M
Commerzbank Aktiengesellschaft 0.09% Reduce -30.3% 64,742 $2.6M
Prestige Wealth Management Group LLC 0.56% Add +83.5% 64,592 $2.6M
Jupiter Wealth Management LLC 1.36% Add +2.8% 63,647 $2.6M
Focus Financial Network, Inc. 0.11% Add +19.1% 57,612 $2.5M
Studio Investment Management LLC 0.57% Add +0.1% 63,459 $2.5M
Cobblestone Capital Advisors LLC 0.15% Reduce -1.8% 63,265 $2.5M
Cornerstone Wealth Management, LLC 0.19% Reduce -0.6% 63,072 $2.5M
Ascentis Independent Advisors 0.52% — 63,003 $2.5M
World Investment Advisors 0.16% Add +827.6% 62,649 $2.5M
Slagle Financial, LLC 1.28% Add +4.0% 62,619 $2.5M
Bartlett & Co. Wealth Management LLC 0.04% Reduce -21.4% 62,485 $2.5M
Catalyst Funds Management Pty Ltd 0.66% New 62,300 $2.5M
Schechter Investment Advisors, LLC 0.19% Add +1.2% 62,154 $2.5M
Carson Advisory Inc. 1.73% Reduce -0.7% 62,107 $2.5M
Wedmont Private Capital 0.15% Add +11.4% 59,145 $2.5M
Old National Bancorp 0.06% Reduce -6.2% 61,595 $2.4M
Vanguard Capital Wealth Advisors 1.65% Reduce -4.3% 61,385 $2.4M
Clarius Group, LLC 0.17% Reduce -3.7% 61,257 $2.4M
Empire Financial Management Company, LLC 0.80% Reduce -4.7% 60,948 $2.4M
Farther Finance Advisors, LLC 0.12% Add +76.4% 60,520 $2.4M
Coombe, Bender & Co LLC 1.42% Add +2.5% 60,420 $2.4M
Choate Investment Advisors 0.06% Add +2.5% 60,368 $2.4M
Granite Harbor Advisors, Inc. 1.55% Add +4.5% 60,198 $2.4M
Bridgefront Capital, LLC 1.00% New 60,176 $2.4M
Gratus Capital, LLC 0.10% Add +8.8% 60,061 $2.4M
American State Bank (Iowa) 1.53% Reduce -1.1% 59,985 $2.4M
AlTi Global, Inc. 0.06% Reduce -3.4% 59,586 $2.4M
Boston Common Asset Management, LLC 0.06% New 59,672 $2.4M
Financial Counselors Inc. 0.04% Reduce -7.9% 59,461 $2.4M
Thomasville National Bank 0.19% Add +1.4% 59,074 $2.3M
Lindbrook Capital, LLC 0.22% Add +10.4% 58,712 $2.3M
AMG National Trust Bank 0.06% Reduce -23.3% 58,629 $2.3M
Alaska Permanent Fund Corp 0.03% Reduce -25.9% 57,832 $2.3M
Exchange Capital Management, Inc. 0.38% Reduce -5.3% 58,312 $2.3M
Vision Capital Management, Inc. 0.34% Add +0.6% 58,262 $2.3M
Syon Capital LLC 0.21% Add +3.4% 58,150 $2.3M
SeaCrest Wealth Management, LLC 0.26% Reduce -1.7% 58,009 $2.3M
Lake Street Advisors Group, LLC 0.11% Reduce -1.9% 58,004 $2.3M
EagleClaw Capital Managment, LLC 0.41% Reduce -4.2% 57,777 $2.3M
Cumberland Partners Ltd 0.17% Reduce -11.3% 57,610 $2.3M
Bryn Mawr Trust Advisors, LLC 0.13% Add +12.2% 57,588 $2.3M
Legato Capital Management LLC 0.31% Reduce -31.4% 57,497 $2.3M
Piscataqua Savings Bank 2.03% Reduce -2.2% 57,365 $2.3M
Family Legacy, Inc. 0.82% Reduce -0.3% 57,278 $2.3M
Poehling Capital Management, INC. 0.62% Reduce -0.5% 57,255 $2.3M
Wrapmanager Inc. 0.63% Add +6.4% 57,250 $2.3M
Coastline Trust Co 0.27% Reduce -9.1% 57,228 $2.3M
W1M Asset Management Ltd 0.19% Reduce -33.4% 56,999 $2.3M
Marex Group Ltd 0.06% New 56,984 $2.3M
First City Capital Management, Inc. 1.27% Reduce -2.2% 56,980 $2.3M
Viawealth, LLC 1.41% Reduce -2.6% 56,966 $2.3M
Newman Dignan & Sheerar, Inc. 0.58% Add +0.0% 56,841 $2.3M
Lafayette Investments, Inc. 0.51% Reduce -1.3% 56,506 $2.2M
Patriot Financial Group Insurance Agency, LLC 0.33% Reduce -1.9% 56,286 $2.2M
First Business Financial Services, Inc. 0.24% Add +3.3% 56,148 $2.2M
Smith Shellnut Wilson LLC 1.08% Reduce -0.2% 56,120 $2.2M
AdvisorNet Financial, Inc 0.20% Add +160.5% 56,030 $2.2M
RMR Wealth Builders 0.26% Add +5.1% 56,006 $2.2M
Berkeley Capital Partners, LLC 0.67% Reduce -0.1% 56,001 $2.2M
Cullinan Associates Inc. 0.13% Add +2.4% 55,925 $2.2M
Abacus Planning Group, Inc. 0.43% Reduce -4.9% 55,914 $2.2M
Kennedy Investment Group, Inc. 1.12% Reduce -3.5% 55,860 $2.2M
McDonald Partners LLC 0.59% Add +0.6% 55,605 $2.2M
Hexagon Capital Partners LLC 0.48% Reduce -8.4% 55,553 $2.2M
Realta Investment Advisors 0.43% Add +1.7% 55,398 $2.2M
Octavia Wealth Advisors, LLC 0.30% Reduce -0.1% 55,248 $2.2M
Vident Advisory, LLC 0.06% Add +33.6% 55,142 $2.2M
Aspen Grove Capital, LLC 0.52% Add +0.1% 55,123 $2.2M
Zuckerman Investment Group, LLC 0.25% Reduce 0.0% 55,060 $2.2M
Clarkston Capital Partners, LLC 0.04% No change 54,700 $2.2M
LJI Wealth Management, LLC 0.48% Reduce -2.7% 54,642 $2.2M
Washington Trust Bank 0.21% Reduce -1.2% 54,577 $2.2M
Belpointe Asset Management LLC 0.15% Reduce -0.3% 54,536 $2.2M
Constant Guidance Financial LLC 2.25% Reduce -50.2% 54,534 $2.2M
Evergreen Wealth Management, LLC 1.43% No change 54,421 $2.2M
SteelPeak Wealth, LLC 0.10% Add +37.7% 54,393 $2.2M
First Dallas Securities Inc. 0.95% Reduce -4.7% 54,177 $2.2M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.46% Reduce -85.9% 54,092 $2.2M
Jeppson Wealth Management, LLC 0.82% Reduce -0.5% 54,063 $2.2M
Headlands Technologies LLC 0.23% Add +84.5% 54,013 $2.1M
Barometer Capital Management Inc. 0.83% Reduce -16.4% 53,950 $2.1M
Mitchell McLeod Pugh & Williams Inc. 0.49% Add +1.7% 53,936 $2.1M
Beacon Financial Group 0.24% Add +1.7% 53,824 $2.1M
HCR Wealth Advisors 0.30% Reduce -0.3% 53,625 $2.1M
Neville Rodie & Shaw Inc. 0.16% Add +1.0% 53,518 $2.1M
NTV Asset Management LLC 0.30% Add +10.1% 53,431 $2.1M
Prosperity Consulting Group, LLC 0.29% Reduce -12.0% 53,039 $2.1M
Retirement Planning Co of New England, Inc. 1.15% Reduce -2.0% 52,900 $2.1M
Argent Advisors, Inc. 0.83% Reduce -12.2% 52,813 $2.1M
Ransom Advisory, Ltd 1.05% Add +1.6% 52,799 $2.1M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 1.36% Reduce -7.0% 52,780 $2.1M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -43.8% 47,272 $2.1M
Picton Mahoney Asset Management 0.09% Reduce -83.7% 52,538 $2.1M
Sargent Investment Group, LLC 0.42% Add +27.6% 52,308 $2.1M
Howland Capital Management LLC 0.10% Add +3.5% 52,218 $2.1M
Clifford Swan Investment Counsel LLC 0.08% Add +2.9% 52,188 $2.1M
Waldron Private Wealth LLC 0.09% Add +1.7% 52,175 $2.1M
Ameritas Advisory Services, LLC 0.08% Reduce -0.6% 52,114 $2.1M
Conning Inc. 0.08% Reduce -55.5% 51,955 $2.1M
Gratus Wealth Advisors, LLC 0.36% Add +0.0% 48,125 $2.1M
Ceeto Capital Group, LLC 0.80% No change 51,870 $2.1M
Wunderlich Capital Managemnt 0.92% Add +2.8% 51,870 $2.1M
Shufro Rose & Co. LLC 0.17% Reduce -0.0% 51,849 $2.1M
CMG Global Holdings, LLC 1.36% Reduce -2.0% 51,528 $2.0M
MTM Investment Management, LLC 0.84% Add +0.0% 51,476 $2.0M
Foundations Investment Advisors, LLC 0.05% Reduce -5.8% 51,060 $2.0M
Aire Advisors, LLC 0.46% Reduce -0.2% 51,031 $2.0M
Diversify Wealth Management, LLC 0.25% — 55,326 $2.0M
Wulff, Hansen & Co. 2.00% Reduce -3.9% 50,923 $2.0M
Norden Group LLC 0.41% Reduce -4.1% 50,836 $2.0M
Dohj, LLC 0.50% Add +1.7% 50,796 $2.0M
Hartford Financial Management Inc. 0.43% Reduce -3.4% 50,770 $2.0M
Hudson Canyon Capital Management 1.37% Reduce -11.9% 50,735 $2.0M
One Charles Private Wealth Services, LLC 0.84% Add +0.5% 50,667 $2.0M
Financial Partners Group, LLC 0.78% Reduce -2.4% 50,475 $2.0M
Ibex Wealth Advisors 0.31% New 50,471 $2.0M
Cohen Investment Advisors LLC 1.61% Reduce -6.7% 73,215 $2.0M
Daymark Wealth Partners, LLC 0.09% Add +42.7% 50,376 $2.0M
Nvwm, LLC 0.53% Add +4.5% 50,276 $2.0M
Chou Associates Management Inc. 1.44% New 50,000 $2.0M
Waycross Partners, LLC 0.31% Add +66.7% 50,000 $2.0M
Savoie Capital LLC 0.26% No change 50,000 $2.0M
Chapin Davis, Inc. 0.68% Reduce -0.5% 49,707 $2.0M
SageView Advisory Group, LLC 0.12% Add +8.4% 49,654 $2.0M
Harel Insurance Investments & Financial Services Ltd. 0.04% Add +0.0% 49,483 $2.0M
Norris Financial Group, LLC 1.02% Reduce -11.0% 49,464 $2.0M
EverSource Wealth Advisors, LLC 0.13% Reduce -30.1% 48,718 $2.0M
Granger Management LLC 0.33% Add +38.2% 49,369 $2.0M
Capital Advisors Inc. 0.04% Add +0.7% 49,258 $2.0M
Banco BTG Pactual S.A. 0.50% New 47,742 $2.0M
Relative Value Partners Group, LLC 0.25% Add +74.1% 49,047 $2.0M
Lake Street Private Wealth, LLC 0.25% Reduce -1.9% 49,047 $2.0M
LM Advisors LLC 0.39% No change 48,941 $1.9M
SeaBridge Investment Advisors LLC 0.50% Reduce -0.3% 48,866 $1.9M
Portside Wealth Group, LLC 0.37% Reduce -11.6% 48,792 $1.9M
MCF Advisors LLC 0.15% Add +0.0% 48,596 $1.9M
Gladstone Institutional Advisory LLC 0.10% Add +2.6% 48,570 $1.9M
Excalibur Management Corp. 0.79% Add +1.1% 48,558 $1.9M
First Horizon Advisors, Inc. 0.06% Reduce -9.5% 48,476 $1.9M
Altman Advisors, Inc. 1.09% Reduce -0.3% 48,409 $1.9M
Advisory Research Inc. 0.36% Reduce -1.6% 48,176 $1.9M
Palogic Value Management, L.P. 0.81% Add +1.9% 48,151 $1.9M
Legacy Advisors, LLC 0.23% Add +3.3% 48,090 $1.9M
Register Financial Advisors LLC 0.96% Reduce -0.9% 47,984 $1.9M
Wellington Shields Capital Management, LLC 0.34% Add +1.1% 47,557 $1.9M
Cowa, LLC 1.01% Reduce -0.6% 47,508 $1.9M
Regal Investment Advisors LLC 0.13% Add +2.3% 47,468 $1.9M
Coppell Advisory Solutions LLC 0.31% — 47,378 $1.9M
GS Investments, Inc. 0.89% Reduce -1.4% 47,256 $1.9M
Cumberland Advisors Inc. 0.77% Reduce -9.1% 47,200 $1.9M
Weaver Capital Management LLC 0.61% Add +17.3% 47,189 $1.9M
Godshalk Welsh Capital Management, Inc. 1.25% Reduce -1.6% 47,145 $1.9M
Arvest Investments, Inc. 0.30% Reduce -1.6% 47,065 $1.9M
Hourglass Capital, LLC 0.56% Reduce -25.4% 47,017 $1.9M
Capstone Investment Advisors, LLC 0.08% Reduce -18.7% 46,996 $1.9M
Investors Asset Management of Georgia Inc. /Ga/ 0.91% Reduce -0.4% 46,965 $1.9M
Mendel Money Management 0.87% Reduce -3.8% 46,607 $1.9M
Burney Co./ 0.07% Reduce -0.6% 46,592 $1.9M
Blue Fin Capital, Inc. 0.37% Reduce -4.9% 46,578 $1.9M
Advisor OS, LLC 0.20% Add +5.2% 46,578 $1.9M
Probity Advisors, Inc. 0.38% Reduce -4.5% 46,501 $1.8M
J. Safra Sarasin Holding AG 0.03% — 46,480 $1.8M
St. Louis Financial Planners Asset Management, LLC 1.59% Reduce -6.0% 46,099 $1.8M
Centaurus Financial, Inc. 0.12% Add +13.4% 46,190 $1.8M
Burke & Herbert Bank & Trust Co. 0.45% Add +34.4% 46,098 $1.8M
Busey Bank 0.06% Reduce -1.5% 46,074 $1.8M
Investment Advisory Services Inc. /TX 0.67% Reduce -1.6% 45,783 $1.8M
Buckley Wealth Management, LLC 0.57% Reduce -2.1% 45,533 $1.8M
E Fund Management Co., Ltd. 0.10% Add +16.3% 45,322 $1.8M
Vantage Financial Partners Ltd., Inc. 0.45% Reduce -2.9% 45,250 $1.8M
Bridges Investment Management Inc. 0.03% New 45,159 $1.8M
Visionary Wealth Advisors 0.12% Reduce -0.8% 45,140 $1.8M
Martin & Co. Inc. 0.45% Reduce -0.5% 45,120 $1.8M
LVW Advisors, LLC 0.26% Add +6.5% 45,030 $1.8M
Soviero Asset Management, LP 1.38% New 45,000 $1.8M
Sandy Spring Bank 0.08% Reduce -8.3% 44,971 $1.8M
Falcon Wealth Planning 0.23% Add +1.2% 44,716 $1.8M
Herold Advisors, Inc. 0.41% Add +0.0% 44,713 $1.8M
Etesian Wealth Advisors, Inc. 1.00% Reduce -0.9% 44,665 $1.8M
Payden & Rygel Investment Group 0.14% No change 44,600 $1.8M
Payden & Rygel 0.14% No change 44,600 $1.8M
GC Wealth Management RIA, LLC 0.35% Reduce -15.1% 44,403 $1.8M
Woodward Diversified Capital, LLC 1.04% Add +13.5% 44,380 $1.8M
Premier Path Wealth Partners, LLC 0.30% Add +5.4% 44,331 $1.8M
Atlas Brown,Inc. 0.63% Reduce -6.3% 44,236 $1.8M
Intellectus Partners, LLC 0.48% Add +1.1% 44,219 $1.8M
Ballast, Inc. 0.54% Reduce -0.1% 44,131 $1.8M
Lineweaver Wealth Advisors, LLC 0.36% Add +0.6% 44,115 $1.8M
Annis Gardner Whiting Capital Advisors, LLC 0.50% Add +50.2% 44,057 $1.8M
Duncker Streett & Co. Inc. 0.34% Reduce -0.5% 43,989 $1.7M
Brady Family Wealth, LLC 0.56% Add +0.0% 43,856 $1.7M
Sunesis Advisors, LLC 1.03% Reduce -0.1% 43,782 $1.7M
Flagship Harbor Advisors, LLC 0.10% Reduce -2.1% 43,659 $1.7M
Prairiewood Capital, LLC 0.82% Reduce -3.1% 43,650 $1.7M
MWA Asset Management 1.24% Add +0.1% 43,589 $1.7M
Csenge Advisory Group 0.10% Add +6.7% 43,531 $1.7M
Mitchell Sinkler & Starr 0.44% No change 40,038 $1.7M
IMS Capital Management 0.80% Reduce -1.8% 44,485 $1.7M
CRA Financial Services, LLC 0.35% Add +0.3% 43,271 $1.7M
Kingfisher Capital LLC 0.40% Reduce -4.1% 43,188 $1.7M
RDA Financial Network 0.56% Add +0.9% 43,189 $1.7M
Symmetry Partners, LLC 0.09% Add +16.2% 43,000 $1.7M
CTC Alternative Strategies, Ltd. 0.72% New 42,810 $1.7M
Summit Financial, LLC 0.08% Add +121.8% 42,722 $1.7M
McIlrath & Eck, LLC 0.25% Add +4.0% 42,704 $1.7M
Nan Shan Life Insurance Co., Ltd. 0.04% Reduce -97.3% 42,688 $1.7M
Welch Group, LLC 0.08% Add +5.8% 42,621 $1.7M
Guardian Wealth Advisors, LLC / NC 0.20% Reduce -9.3% 42,564 $1.7M
Bridgewater Advisors Inc. 0.21% Add +57.6% 40,566 $1.7M
Oarsman Capital, Inc. 0.37% Add +3.6% 42,512 $1.7M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.66% Reduce -0.2% 40,916 $1.7M
Adell Harriman & Carpenter Inc. 0.13% Reduce -7.0% 42,455 $1.7M
RB Capital Management, LLC 0.45% Add +0.1% 42,424 $1.7M
Kiley Juergens Wealth Management, LLC 0.47% Add +5.3% 42,349 $1.7M
Sugarloaf Wealth Management, LLC 0.30% Add +29.7% 42,102 $1.7M
Westside Investment Management, Inc. 0.38% Reduce -1.4% 42,242 $1.7M
Ramirez Asset Management, Inc. 0.34% No change 42,030 $1.7M
Channing Global Advisors, LLC 1.40% Reduce -0.0% 42,001 $1.7M
Qsemble Capital Management, LP 0.32% New 41,941 $1.7M
Claro Advisors Inc. 0.26% Reduce -27.0% 41,912 $1.7M
Bouchey Financial Group, Ltd. 0.16% Add +0.6% 41,770 $1.7M
Mayflower Financial Advisors, LLC 0.27% Reduce -1.0% 295,473 $1.7M
Childress Capital Advisors, LLC 0.47% Reduce -25.5% 41,657 $1.7M
White Pine Capital LLC 0.63% Add +0.2% 41,612 $1.7M
Rehmann Capital Advisory Group 0.12% Add +6.7% 41,610 $1.7M
Wynn Capital, LLC 1.22% Add +2.4% 41,515 $1.7M
Pearl River Capital, LLC 0.26% New 41,340 $1.6M
Greenfield Savings Bank 0.84% Add +1.1% 41,313 $1.6M
Mather Group, Llc. 0.02% Add +30.8% 43,310 $1.6M
Safeguard Investment Advisory Group, LLC 0.51% Reduce -0.4% 41,267 $1.6M
Exencial Wealth Advisors, LLC 0.06% Reduce -5.8% 41,268 $1.6M
Sherbrooke Park Advisers LLC 0.29% Add +19.0% 41,268 $1.6M
Fox Run Management, L.L.C. 0.31% Add +313.4% 41,161 $1.6M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.17% Reduce -6.4% 41,022 $1.6M
E&G Advisors, LLC 0.48% No change 40,913 $1.6M
Aviso Financial Inc. 0.09% — 40,855 $1.6M
BigSur Wealth Management LLC 0.50% No change 40,850 $1.6M
Baader Bank Aktiengesellschaft 0.13% Add +2.0% 40,998 $1.6M
Pegasus Partners Ltd. 0.16% Reduce -1.2% 40,812 $1.6M
GYL Financial Synergies, LLC 0.12% Reduce -1.8% 40,680 $1.6M
Chicago Partners Investment Group LLC 0.06% Add +7.8% 39,132 $1.6M
SkyOak Wealth, LLC 0.38% Reduce -1.3% 40,579 $1.6M
West Branch Capital LLC 0.60% Add +5.5% 40,556 $1.6M
Councilor Wealth, LLC 0.83% Add +0.1% 40,452 $1.6M
Brooks, Moore & Associates, Inc. 1.03% No change 40,422 $1.6M
Biltmore Family Office, LLC 0.30% Add +1.1% 40,414 $1.6M
Avestar Capital, LLC 0.18% Add +16.8% 40,363 $1.6M
Hikari Power Ltd 0.14% No change 40,240 $1.6M
Fort Sheridan Advisors LLC 0.26% Add +5.8% 40,170 $1.6M
Souders Financial Advisors 0.24% Add +0.1% 40,121 $1.6M
Barbara Oil Co. 0.70% No change 40,000 $1.6M
Grand Jean Capital Management Inc. 0.40% No change 40,000 $1.6M
FLC Capital Advisors 0.39% Reduce -5.0% 39,973 $1.6M
Brown Financial Advisors 0.71% — 39,957 $1.6M
Boston Trust Walden Corp 0.01% Reduce -4.2% 39,908 $1.6M
NBW Capital LLC 0.31% Reduce -7.8% 39,906 $1.6M
Ellsworth Advisors, LLC 0.44% Add +10.1% 39,888 $1.6M
Global Financial Private Client, LLC 0.66% Reduce -0.4% 39,852 $1.6M
Parkside Financial Bank & Trust 0.25% Reduce -8.6% 39,803 $1.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -6.6% 35,866 $1.6M
American Capital Advisory, LLC 1.13% Add +45.1% 46,926 $1.6M
Quotient Wealth Partners, LLC 0.06% Add +4.0% 39,632 $1.6M
Beverly Hills Private Wealth, LLC 0.34% Reduce -4.4% 39,502 $1.6M
Infrastructure Capital Advisors, LLC 0.25% Reduce -3.6% 39,463 $1.6M
Wesbanco Bank Inc. 0.06% Reduce -0.7% 39,442 $1.6M
Coastwise Capital Group, LLC 1.51% Reduce -5.4% 39,427 $1.6M
Concourse Financial Group Securities, Inc. 0.10% Reduce -3.6% 39,337 $1.6M
Fiduciary Family Office, LLC 0.62% Reduce -7.9% 39,291 $1.6M
Sovereign Financial Group, Inc. 0.39% Add +0.2% 39,200 $1.6M
Aaron Wealth Advisors LLC 0.22% Add +0.8% 39,027 $1.6M
Key Client Fiduciary Advisors, LLC 0.78% Add +0.2% 39,005 $1.6M
Pinnacle Wealth Planning Services, Inc. 0.22% Reduce -1.2% 38,848 $1.5M
Schulhoff & Co. Inc. 0.70% Add +0.1% 38,773 $1.5M
Pinnacle Holdings, LLC 0.72% No change 38,693 $1.5M
Connecticut Wealth Management, LLC 0.08% Reduce -9.1% 38,657 $1.5M
Curi Capital, LLC 0.04% Add +0.3% 38,563 $1.5M
Atlantic Edge Private Wealth Management, LLC 0.51% Add +0.2% 38,470 $1.5M
Cullen Investment Group, LTD. 0.24% Reduce -2.3% 38,354 $1.5M
IMA Advisory Services, Inc. 0.67% No change 38,314 $1.5M
FUKOKU MUTUAL LIFE INSURANCE Co 0.12% Reduce -3.8% 38,134 $1.5M
Boomfish Wealth Group, LLC 0.98% Add +1.0% 38,058 $1.5M
Marcum Wealth, LLC 0.15% Reduce -4.7% 37,927 $1.5M
Millennium Capital Advisors, LLC 0.99% Add +0.3% 37,583 $1.5M
Modern Wealth Management, LLC 0.11% Add +13.0% 37,576 $1.5M
Prudent Man Advisors, LLC 0.53% Add +4.5% 37,562 $1.5M
Bragg Financial Advisors, Inc 0.07% Add +4.7% 37,527 $1.5M
Mosaic Family Wealth Partners, LLC 0.24% Reduce -2.5% 37,475 $1.5M
Machina Capital S.A.S. 0.66% New 37,261 $1.5M
ABN AMRO Bank N.V. 0.02% Reduce -13.0% 36,920 $1.5M
Longfellow Investment Management Co. LLC 0.37% Reduce -25.9% 37,166 $1.5M
Proquility Private Wealth Partners, LLC 0.50% Reduce -44.3% 37,152 $1.5M
Mill Capital Management, LLC 0.12% Add +1.4% 37,120 $1.5M
Manchester Capital Management LLC 0.18% Reduce -5.8% 37,099 $1.5M
First National Bank & Trust Co. of Newtown 0.30% Add +0.4% 37,077 $1.5M
InTrack Investment Management Inc 1.05% Reduce -6.5% 37,075 $1.5M
3Chopt Investment Partners, LLC 0.45% Add +3.2% 37,008 $1.5M
Earnest Partners LLC 0.01% Reduce -3.8% 36,949 $1.5M
Palumbo Wealth Management LLC 0.62% Add +18.4% 36,919 $1.5M
Mathes Company, Inc. 0.54% Reduce -7.5% 36,900 $1.5M
NCP Inc. 0.93% Reduce -0.3% 36,910 $1.5M
Legacy Financial Advisors, Inc. 0.26% Reduce -12.7% 36,745 $1.5M
Corundum Group, Inc. 0.57% Add +46.8% 36,711 $1.5M
Mosaic Financial Group, LLC 1.04% Add +44.3% 36,533 $1.5M
TrinityPoint Wealth, LLC 0.23% Reduce -0.6% 36,475 $1.5M
Vise Technologies, Inc. 0.25% Reduce -12.4% 36,440 $1.4M
Brown, Lisle/Cummings, Inc. 0.47% Reduce -0.7% 36,318 $1.4M
Provenance Wealth Advisors, LLC 0.20% Add +0.9% 36,278 $1.4M
Smithfield Trust Co 0.08% Reduce -4.9% 36,163 $1.4M
Edmonds Duncan Registered Investment Advisors, LLC 0.35% No change 36,257 $1.4M
Krilogy Financial LLC 0.11% Add +4.1% 36,186 $1.4M
Central Valley Advisors, LLC 0.61% Add +6.8% 30,982 $1.4M
Blue Edge Capital, LLC 0.24% No change 36,000 $1.4M
Midland Wealth Advisors, LLC 0.08% Reduce -2.2% 35,864 $1.4M
Princeton Capital Management LLC 0.46% Add +2.8% 35,727 $1.4M
Coastal Bridge Advisors, LLC 0.35% Add +1.1% 35,703 $1.4M
Finer Wealth Management, Inc. 0.92% Reduce -25.4% 35,694 $1.4M
Epacria Capital Partners, LLC 1.05% No change 35,680 $1.4M
Texas Capital Bank Wealth Management Services Inc 0.15% Add +125.5% 35,609 $1.4M
Magnus Financial Group LLC 0.16% Reduce -8.8% 35,573 $1.4M
GM Advisory Group, LLC 0.09% Add +1.3% 35,567 $1.4M
Jmac Enterprises LLC 0.25% Reduce -5.3% 35,491 $1.4M
Full Sail Capital, LLC 0.09% Add +0.3% 35,489 $1.4M
WBH Advisory Inc. 0.14% Reduce -5.3% 35,481 $1.4M
TLWM 0.31% Add +0.1% 35,386 $1.4M
Financial Advocates Investment Management 0.09% Reduce -4.4% 35,352 $1.4M
Accurate Wealth Management, LLC 0.34% Add +21.8% 33,499 $1.4M
Kelleher Financial Advisors 0.57% Add +0.0% 35,196 $1.4M
Hilltop Holdings Inc. 0.16% Add +4.9% 35,139 $1.4M
Fee-Only Financial Planning, L.C. 0.94% No change 35,117 $1.4M
Titleist Asset Management, LLC 0.21% Add +24.5% 35,022 $1.4M
Cape Ann Savings Bank 0.86% Reduce -0.9% 35,019 $1.4M
MeadowBrook Investment Advisors LLC 1.34% Reduce -0.4% 34,945 $1.4M
Aspen Investment Management Inc 0.69% Reduce -1.8% 34,923 $1.4M
Aviance Capital Partners, LLC 0.20% Add +52.7% 34,768 $1.4M
SignalPoint Asset Management, LLC 0.37% Reduce -1.4% 34,680 $1.4M
Teza Capital Management LLC 0.17% New 34,629 $1.4M
Hobbs Group Advisors, LLC 0.52% — 35,370 $1.4M
Sweeney & Michel, LLC 0.58% Reduce -7.1% 33,031 $1.4M
Trust Point Inc. 0.11% Reduce -5.0% 34,368 $1.4M
Campbell Newman Asset Management Inc. 0.11% No change 34,350 $1.4M
Curated Wealth Partners LLC 0.19% — 34,335 $1.4M
Stonegate Investment Group, LLC 0.04% Add +34.7% 34,333 $1.4M
Aspiriant, LLC 0.06% Reduce -24.6% 34,205 $1.4M
US Asset Management LLC 1.23% Reduce -3.0% 34,148 $1.4M
IFG Advisory, LLC 0.09% Add +1.4% 34,129 $1.4M
Smartleaf Asset Management LLC 0.22% Add +29.7% 34,574 $1.4M
Apriem Advisors 0.17% Reduce -0.1% 34,101 $1.4M
Main Street Financial Solutions, LLC 0.13% Reduce -1.6% 34,033 $1.4M
Johnson & White Wealth Management, LLC 1.29% Add +4.1% 33,982 $1.4M
Sepio Capital, LP 0.12% Add +0.1% 33,959 $1.4M
CSS LLC 0.29% Reduce -22.8% 33,900 $1.3M
DORCHESTER WEALTH MANAGEMENT Co 0.26% Reduce -13.5% 33,886 $1.3M
Buttonwood Financial Advisors Inc. 0.64% Reduce -1.5% 33,864 $1.3M
Wealth Management Associates, Inc. 0.63% No change 33,844 $1.3M
Aurora Private Wealth, Inc. 1.17% Add +0.6% 33,462 $1.3M
Avenir Corp. 0.13% Reduce -1.0% 33,465 $1.3M
Pasadena Private Wealth, LLC 0.31% Reduce -1.0% 33,447 $1.3M
Kessler Investment Group, LLC 0.72% New 33,352 $1.3M
Intrinsic Value Partners, LLC 1.38% Reduce -0.6% 33,263 $1.3M
Sabal Trust CO 0.08% Reduce -13.1% 33,110 $1.3M
Monterey Private Wealth, Inc. 0.49% Add +3.8% 33,059 $1.3M
LifePro Asset Management 0.94% Reduce -15.4% 33,038 $1.3M
Personal Cfo Solutions, LLC 0.20% Reduce -0.2% 32,891 $1.3M
Breakwater Capital Group 0.30% Add +2.4% 32,858 $1.3M
Two Sigma Advisers, LP 0.00% New 32,800 $1.3M
First National Bank Sioux Falls 0.67% No change 32,638 $1.3M
Raelipskie Partnership 0.69% Reduce -0.4% 32,633 $1.3M
Iams Wealth Management, LLC 0.71% Reduce -6.5% 32,404 $1.3M
Proffitt & Goodson Inc. 0.23% Add +0.0% 32,372 $1.3M
First PREMIER Bank 0.34% No change 32,335 $1.3M
Haverford Trust Co 0.01% Add +9.1% 32,328 $1.3M
Fidelis Capital Partners, LLC 0.18% Add +11.5% 34,151 $1.3M
Community Bank & Trust, Waco, Texas 0.32% Reduce -0.4% 31,940 $1.3M
Shepherd Financial Partners LLC 0.16% Add +0.1% 31,770 $1.3M
Sunbelt Securities, Inc. 0.13% Reduce -0.1% 31,752 $1.3M
Bright Futures Wealth Management, LLC. 0.69% Add +3.6% 33,582 $1.3M
American National Bank & Trust 0.16% Add +0.9% 31,720 $1.3M
Tempus Wealth Planning, LLC 0.53% Add +5.2% 31,719 $1.3M
USA Financial Formulas 0.20% Add +144.0% 31,640 $1.3M
Founders Financial Alliance, LLC 0.37% Add +0.6% 31,625 $1.3M
Ullmann Wealth Partners Group, LLC 0.18% Add +1.4% 31,599 $1.3M
CX Institutional 0.06% Add +3.0% 31,596 $1.3M
Smith Thornton Advisors LLC 0.92% — 31,569 $1.3M
Allen Capital Group, LLC 0.18% Add +5.2% 31,405 $1.2M
Canopy Partners, LLC 0.58% Add +0.6% 31,332 $1.2M
KKM Financial LLC 0.59% No change 31,460 $1.2M
Paragon Financial Partners, Inc. 0.97% Add +0.1% 31,190 $1.2M
Geneos Wealth Management Inc. 0.06% Reduce -6.2% 31,175 $1.2M
City Holding Co. 0.18% Reduce -1.4% 31,157 $1.2M
Laurion Capital Management LP 0.04% New 31,087 $1.2M
Oder Investment Management, LLC 1.12% Add +0.3% 31,081 $1.2M
Greenline Partners, LLC 0.19% No change 30,754 $1.2M
Nicolet Advisory Services, LLC 0.12% Add +18.6% 29,423 $1.2M
Good Life Advisors, LLC 0.10% Add +4.0% 30,764 $1.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.03% Reduce -5.5% 30,739 $1.2M
Quent Capital, LLC 0.13% Add +3.3% 30,734 $1.2M
Ostrum Asset Management 0.11% Reduce -16.9% 30,711 $1.2M
Navalign, LLC 0.39% Add +6.7% 30,692 $1.2M
Calamos Wealth Management LLC 0.07% Reduce -13.3% 30,549 $1.2M
Armstrong Advisory Group, Inc. 0.11% Reduce -6.8% 30,513 $1.2M
NCM Capital Management, LLC 0.64% No change 30,483 $1.2M
Kidder Stephen W 0.38% Reduce -0.4% 30,440 $1.2M
VELA Investment Management, LLC 0.43% No change 30,392 $1.2M
Horrell Capital Management, Inc. 0.35% Add +0.6% 30,251 $1.2M
IPG Investment Advisors LLC 0.26% Add +1.3% 30,228 $1.2M
Columbia Asset Management 0.22% Add +1.7% 30,166 $1.2M
Paragon Capital Management LLC 0.65% Reduce -1.2% 30,124 $1.2M
KPP Advisory Services LLC 0.32% Add +9.7% 30,117 $1.2M
McLean Asset Management Corp 0.39% Add +1.1% 28,618 $1.2M
Court Place Advisors, LLC 0.37% Add +30.3% 29,980 $1.2M
Nicholas Hoffman & Company, LLC. 0.06% Reduce -1.7% 29,908 $1.2M
GFG Capital, LLC 0.32% Add +0.1% 29,876 $1.2M
Kovack Advisors, Inc. 0.13% Add +3.6% 29,804 $1.2M
Everhart Financial Group, Inc. 0.31% Add +20.1% 29,850 $1.2M
Wealth Architects, LLC 0.14% Reduce -0.5% 29,651 $1.2M
Avidian Wealth Enterprises, LLC 0.06% Add +14.5% 29,620 $1.2M
BLB&B Advisors, LLC 0.06% Reduce -1.9% 29,597 $1.2M
Pathway Financial Advisers, LLC 0.42% Reduce -2.9% 29,400 $1.2M
Operose Advisors LLC 0.41% No change 29,342 $1.2M
Next Level Private LLC 0.53% Reduce -0.1% 29,264 $1.2M
Dunhill Financial, LLC 0.72% Add +4519.4% 29,241 $1.2M
Keel Point, LLC 0.10% Add +56.6% 30,178 $1.2M
Grant/GrossMendelsohn, LLC 0.53% Reduce -6.4% 29,164 $1.2M
Cypress Capital Group 0.14% Add +1.7% 29,138 $1.2M
Keystone Financial Group 0.42% Reduce -4.4% 29,104 $1.2M
Mechanics Bank Trust Department 0.17% Reduce -2.3% 28,992 $1.2M
Baker Tilly Wealth Management, LLC 0.47% Reduce -59.5% 28,874 $1.1M
WealthPLAN Partners, LLC 0.12% Add +2.5% 28,826 $1.1M
Augustine Asset Management Inc. 0.44% Add +0.5% 28,815 $1.1M
Mitchell & Pahl Private Wealth, LLC 0.60% Add +0.1% 28,795 $1.1M
Kathmere Capital Management, LLC 0.12% Add +13.1% 28,751 $1.1M
Journey Strategic Wealth LLC 0.05% Add +22.3% 28,751 $1.1M
Precedent Wealth Partners, LLC 0.46% Add +5.9% 28,642 $1.1M
Concord Wealth Partners 0.20% Reduce -52.3% 28,641 $1.1M
Roman Butler Fullerton & Co. 0.37% Reduce -0.6% 27,251 $1.1M
Sit Investment Associates Inc. 0.03% Reduce -2.3% 28,596 $1.1M
Nations Financial Group Inc, /Ia/ 0.09% Add +29.7% 28,589 $1.1M
Barrett & Company, Inc. 0.51% Reduce -6.7% 28,435 $1.1M
Pure Financial Advisors, LLC 0.03% Reduce -1.8% 28,304 $1.1M
Chesapeake Wealth Management 0.41% Reduce -2.4% 28,219 $1.1M
Burns J W & Co. Inc. 0.15% Reduce -13.2% 28,119 $1.1M
Aprio Wealth Management, LLC 0.20% Add +9.6% 28,110 $1.1M
Cannell & Spears LLC 0.02% Add +1.1% 28,000 $1.1M
Shayne & Jacobs, LLC 0.31% Add +7.7% 27,994 $1.1M
Tectonic Advisors LLC 0.08% Add +6.4% 27,927 $1.1M
Journey Advisory Group, LLC 0.13% Reduce -2.1% 27,916 $1.1M
Seneca House Advisors 0.48% Reduce -6.5% 27,906 $1.1M
Heritage Wealth Advisors 0.05% Reduce -2.7% 27,756 $1.1M
Buckhead Capital Management LLC 0.37% Add +1.0% 27,638 $1.1M
Samalin Investment Counsel, LLC 0.51% Add +0.4% 27,635 $1.1M
Accent Capital Management, LLC 0.67% No change 27,627 $1.1M
Connective Portfolio Management, LLC 1.79% Reduce -38.1% 27,625 $1.1M
Tyler-Stone Wealth Management 0.45% Reduce -8.2% 27,615 $1.1M
Greenwich Wealth Management LLC 0.08% Reduce -3.3% 27,588 $1.1M
Winthrop Advisory Group LLC 0.15% Reduce -0.3% 27,582 $1.1M
Catalyst Financial Partners LLC 0.24% Add +6.2% 27,553 $1.1M
Parkside Investments, LLC 0.17% Reduce -9.0% 27,500 $1.1M
SPC Financial, Inc. 0.10% Add +7.4% 27,460 $1.1M
Liberty Wealth Management LLC 0.20% Add +44.7% 39,036 $1.1M
Greytown Advisors Inc. 0.64% Reduce -41.7% 27,344 $1.1M
Strategic Advisors LLC 0.21% Reduce -8.3% 27,341 $1.1M
OneAscent Financial Services LLC 0.15% Add +1.1% 27,283 $1.1M
Brooklyn Investment Group 0.47% No change 28,880 $1.1M
Mark Asset Management LP 0.14% Add +0.7% 27,217 $1.1M
StoneX Group Inc. 0.09% Add +15.4% 27,092 $1.1M
Baker Avenue Asset Management, LP 0.04% Add +3.0% 27,019 $1.1M
Freedom Investment Management, Inc. 0.09% Add +7.2% 27,007 $1.1M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.55% New 27,000 $1.1M
Physicians Financial Services, Inc. 0.35% Reduce -1.6% 27,011 $1.1M
Hedges Asset Management LLC 0.77% Reduce -5.0% 26,900 $1.1M
Central Pacific Bank - Trust Division 0.13% Reduce -12.5% 26,899 $1.1M
Callan Capital, LLC 0.09% Add +8.1% 26,871 $1.1M
Mittelman Wealth Management 0.69% Reduce -1.2% 26,849 $1.1M
Sippican Capital Advisors 0.84% Add +1.5% 26,805 $1.1M
Wilmington Savings Fund Society, FSB 0.04% Reduce -1.4% 26,772 $1.1M
Old Mission Investment Co LLC 0.35% Add +6.0% 26,745 $1.1M
First Wilshire Securities Management Inc. 0.32% Reduce -12.6% 26,700 $1.1M
Integrated Investment Consultants, LLC 0.29% No change 27,941 $1.1M
Summit Asset Management, LLC 0.13% Add +26.6% 26,634 $1.1M
Garner Asset Management Corp 0.39% Reduce -0.4% 26,617 $1.1M
Alpha Omega Wealth Management LLC 0.20% Reduce -1.1% 26,627 $1.1M
Harbour Investments, Inc. 0.04% Reduce -2.1% 26,564 $1.1M
Strategic Blueprint, LLC 0.07% Add +20.4% 26,546 $1.1M
PFG Advisors 0.07% Reduce -6.3% 26,542 $1.1M
Clear Harbor Asset Management, LLC 0.09% Reduce -1.1% 26,474 $1.1M
Aletheian Wealth Advisors LLC 0.55% Reduce -10.0% 26,445 $1.1M
Orion Capital Management LLC 0.55% Reduce -4.3% 26,429 $1.1M
Pin Oak Investment Advisors Inc. 1.01% Add +43.2% 26,422 $1.1M
Integral Investment Advisors, Inc. 0.39% Reduce -4.1% 26,709 $1.0M
FinTrust Capital Advisors, LLC 0.19% Reduce -3.9% 26,351 $1.0M
Rossmore Private Capital 0.14% Reduce -0.1% 26,305 $1.0M
Horizon Kinetics Asset Management LLC 0.02% Reduce -3.7% 26,275 $1.0M
Covenant Asset Management, LLC 0.23% No change 26,216 $1.0M
Murphy, Middleton, Hinkle & Parker, Inc. 0.61% Add +0.1% 26,209 $1.0M
Stableford Capital II LLC 0.41% Reduce -1.5% 23,697 $1.0M
Strategic Investment Advisors / MI 0.13% Reduce -3.7% 26,107 $1.0M
Denali Advisors LLC 0.28% Reduce -5.1% 26,100 $1.0M
Advisory Alpha, LLC 0.04% Add +6.2% 25,974 $1.0M
Rappaport Reiches Capital Management, LLC 0.30% Add +1.1% 25,950 $1.0M
Pacific Wealth Strategies Group, Inc. 0.85% Add +7.9% 25,944 $1.0M
Lawson Kroeker Investment Management Inc. 0.20% No change 25,934 $1.0M
Blueprint Investment Partners LLC 0.22% Add +8.8% 25,921 $1.0M
Auxano Advisors, LLC 0.28% Reduce -21.4% 25,913 $1.0M
Silverlake Wealth Management LLC 0.42% Reduce -1.7% 25,825 $1.0M
Arkfeld Wealth Strategies, L.L.C. 0.52% Reduce -0.2% 25,260 $1.0M
TruWealth Advisors, LLC 0.07% Reduce -1.5% 25,798 $1.0M
Catalina Capital Group, LLC 0.39% Add +22.3% 25,734 $1.0M
Rather & Kittrell, Inc. 0.28% No change 25,701 $1.0M
Washington Capital Management, Inc. 0.87% Reduce -2.7% 25,655 $1.0M
Ayalon Insurance Comp Ltd. 0.33% Reduce -3.3% 25,577 $1.0M
Sawgrass Asset Management LLC 0.11% Add +5.5% 25,407 $1.0M
Wayfinding Financial, LLC 0.57% Add +0.4% 25,396 $1.0M
Graves Light Lenhart Wealth, Inc. 0.11% Add +0.1% 25,085 $1.0M
Field & Main Bank 0.38% Add +0.4% 25,236 $1.0M
Valmark Advisers, Inc. 0.02% Add +11.9% 25,229 $1.0M
PDS Planning, Inc 0.10% Add +13.5% 25,037 $996K
Aviso Wealth Management 0.59% Reduce -16.1% 25,008 $995K
Shay Capital LLC 0.28% New 25,000 $994K
Vectors Research Management, LLC 0.31% No change 25,000 $994K
Altshuler Shaham Ltd 0.03% No change 24,968 $993K
Lowe Brockenbrough & Co. Inc. 0.07% Reduce -3.6% 24,942 $992K
Uncommon Cents Investing LLC 0.31% Add +0.6% 24,906 $991K
Keynote Financial Services LLC 0.83% No change 24,899 $990K
Independent Investors Inc. 0.22% No change 24,880 $989K
Spirit of America Management Corp. 0.20% No change 24,850 $988K
Sound Income Strategies, LLC 0.07% Add +288.1% 24,779 $985K
Mitchell Capital Management Co. 0.17% Reduce -0.5% 24,749 $984K
Tradewinds, LLC. 0.30% Add +22.9% 24,724 $983K
Westmount Partners, LLC 0.32% Reduce -0.5% 24,516 $981K
Wealth Effects LLC 0.36% Reduce -4.3% 24,646 $980K
Intrepid Financial Planning Group LLC 0.42% Add +1.6% 24,397 $970K
Unionview, LLC 0.79% Add +3.3% 24,307 $967K
Lantern Wealth Advisors, LLC 0.70% Reduce -4.8% 24,305 $967K
Moneco Advisors, LLC 0.14% Add +17.4% 24,238 $964K
Cornerstone Advisory, LLC 0.13% Add +0.1% 24,082 $958K
Perennial Investment Advisors, LLC 0.14% Add +0.2% 24,078 $958K
Clough Capital Partners L P 0.10% No change 24,000 $954K
Fishman Jay A Ltd. 0.10% No change 24,000 $954K
WoodTrust Financial Corp 0.15% Add +3.1% 23,954 $953K
Cyndeo Wealth Partners, LLC 0.07% Add +31.5% 23,895 $950K
Key Financial Inc 0.23% No change 23,835 $948K
Stonehage Fleming Financial Services Holdings Ltd 0.03% New 23,805 $947K
Circle Wealth Management, LLC 0.02% Reduce -23.7% 23,752 $945K
Colonial River Investments, LLC 0.51% Reduce -1.6% 23,744 $944K
Mairs & Power Inc. 0.01% Reduce -1.3% 23,732 $944K
Harbor Advisory Corp. 0.33% No change 23,695 $942K
Legacy Capital Group California, Inc. 0.34% Add +0.8% 23,682 $942K
Capital Square, LLC 0.61% No change 22,233 $940K
Fuller & Thaler Asset Management, Inc. 0.00% No change 23,641 $940K
Benchmark Financial Wealth Advisors, LLC 0.35% Add +9.5% 23,427 $932K
Schear Investment Advisers, LLC 0.67% Reduce -8.2% 23,357 $929K
Strategic Advocates LLC 0.37% Reduce -40.7% 23,320 $927K
Bank of Marin 0.80% Reduce -2.1% 23,307 $927K
Willis Johnson & Associates, Inc. 0.08% Reduce -1.3% 23,266 $925K
Skyline Advisors, Inc. 0.40% Add +8.2% 23,169 $921K
First Command Advisory Services, Inc. 0.01% Reduce -9.7% 23,131 $920K
Accredited Investors Inc. 0.06% Reduce -2.0% 23,110 $919K
Voya Financial Advisors, Inc. 0.10% Reduce -2.0% 23,373 $917K
Lansing Street Advisors 0.38% Add +2.0% 23,066 $917K
Sentinel Trust Co. Lba 0.11% Add +1.9% 23,036 $916K
Black Diamond Financial, LLC 0.18% Add +6.5% 23,032 $916K
Credit Capital Investments LLC 1.15% Reduce -74.4% 23,000 $915K
Houlihan Financial Resource Group, Ltd. 0.62% Add +0.6% 22,957 $913K
Insight Advisors, LLC/ PA 0.16% Reduce -7.0% 22,577 $898K
Crumly & Associates Inc. 0.26% Reduce -6.8% 22,563 $897K
Gradient Capital Advisors, LLC 0.32% Reduce -0.9% 22,533 $896K
Brave Warrior Advisors 0.02% No change 22,532 $896K
PFC Capital Group, Inc. 0.45% Reduce -5.3% 22,476 $893K
Moody LYNN Lieberson & Walker, LLC 0.06% Reduce -4.3% 22,449 $893K
Auto-Owners Insurance Co 0.02% No change 22,373 $890K
Curbstone Financial Management Corp 0.19% Reduce -3.6% 22,366 $889K
Edge Wealth Management LLC 0.19% Add +0.0% 22,337 $888K
Fullerton Fund Management Co Ltd. 0.04% Add +15.5% 22,291 $887K
MJP Associates Inc. 0.18% Reduce -3.0% 22,257 $885K
Abundance Wealth Counselors 0.41% Reduce -4.5% 22,236 $884K
Cassaday & Co Wealth Management LLC 0.03% Reduce -3.1% 22,114 $879K
Citadel Investment Advisory, Inc. 0.50% Reduce -2.6% 22,065 $878K
Sentry Investment Management LLC 0.39% Reduce -39.1% 22,072 $878K
Empirical Asset Management, LLC 0.33% Add +197.8% 31,911 $876K
ERn Financial, LLC 0.15% Add +1.6% 22,018 $876K
Heritage Wealth Management, Inc. 0.29% — 21,660 $875K
Driehaus Capital Management LLC 0.01% Add +56.8% 21,993 $875K
Asahi Life Asset Management Co., LTD. 0.60% Add +48.3% 21,970 $874K
Centennial Bank 0.43% Reduce -0.7% 21,959 $873K
WNY Asset Management, LLC 0.12% Reduce -9.2% 21,915 $872K
Platform Technology Partners 0.30% — 21,911 $871K
Keudell/Morrison Wealth Management 0.25% Add +21.2% 21,708 $863K
Cromwell Holdings LLC 0.51% — 21,604 $859K
Zions Bancorporation, N.A. 0.07% Reduce -56.5% 21,583 $858K
Pitti Group Wealth Management, LLC 0.93% Add +4.2% 25,466 $857K
Emprise Bank 0.53% Add +8.5% 21,535 $856K
Bank of Stockton 0.27% Add +1.2% 21,523 $856K
Steele Capital Management, Inc. 0.05% No change 21,522 $856K
Baldwin Investment Management, LLC 0.12% No change 21,520 $856K
Cottage Street Advisors LLC 0.50% Add +0.0% 21,516 $856K
Parisi Gray Wealth Management 0.31% Add +0.3% 21,504 $855K
LBMC Investment Advisors, LLC 0.07% Reduce -3.4% 21,503 $855K
Fiduciary Financial Group, LLC 0.21% — 19,346 $854K
Aft, Forsyth & Sober, LLC 0.29% No change 21,440 $853K
Verity & Verity, LLC 0.09% Add +46.8% 21,431 $852K
Advus Financial Partners, LLC 0.26% Reduce -12.3% 21,365 $850K
Allegheny Financial Group 0.24% Add +13.1% 21,354 $849K
Waterloo Capital, L.P. 0.10% Add +197.4% 21,330 $848K
New Hampshire Trust 0.19% No change 21,301 $847K
Miramar Capital, LLC 0.21% Add +3.4% 21,214 $844K
PFW Advisors LLC 0.27% Reduce -2.0% 21,196 $843K
West Paces Advisors Inc. 0.22% Reduce -3.0% 21,195 $843K
LexAurum Advisors, LLC 0.21% Add +6.2% 21,190 $843K
Marshall Financial Group, LLC 0.23% Reduce -0.1% 21,086 $839K
Madison Wealth Partners, Inc 0.29% Reduce -1.9% 21,020 $836K
Peoples Bank 0.43% Reduce -1.2% 21,012 $836K
TCV Trust & Wealth Management, Inc. 0.08% Reduce -1.5% 20,983 $834K
Bigelow Investment Advisors, LLC 0.40% Reduce -0.2% 20,955 $833K
Calton & Associates, Inc. 0.41% Add +2.3% 20,736 $825K
Chelsea Counsel Co. 0.41% Add +2857.1% 20,700 $823K
Allstate Corp. 0.07% No change 20,678 $822K
Beacon Investment Advisory Services, Inc. 0.04% Reduce -8.4% 20,632 $821K
Lanark Financial, Inc. 0.07% Reduce -21.8% 20,622 $820K
Oak Family Advisors, LLC 0.31% New 20,571 $818K
Naples Global Advisors, LLC 0.08% Reduce -18.9% 20,548 $817K
Altfest L J & Co. Inc. 0.11% Add +0.7% 20,546 $817K
TCI Wealth Advisors, Inc. 0.08% Add +0.6% 20,536 $817K
Independence Bank of Kentucky 0.22% Add +22.4% 20,473 $814K
Opinicus Capital, Inc. 0.69% Reduce -0.1% 20,461 $814K
Adirondack Trust Co. 0.33% Reduce -0.6% 20,438 $813K
Rogco, LP 0.33% Add +2.0% 20,403 $811K
Wendell David Associates Inc. 0.08% No change 20,385 $811K
Finivi Inc. 0.67% Add +0.3% 20,382 $811K
Councilmark Asset Management, LLC 0.57% No change 20,333 $809K
Quadrant Private Wealth Management, LLC 0.19% Add +6.7% 20,325 $808K
Towne Trust Company, N.A 0.31% No change 20,315 $808K
Sierra Summit Advisors LLC 0.20% Add +136.2% 20,314 $808K
Diversified, LLC 0.09% Add +69.9% 20,251 $805K
BTC Capital Management, Inc. 0.07% Add +1.2% 20,248 $805K
Leisure Capital Management 0.37% Add +10.3% 20,204 $804K
Clearview Wealth Advisors LLC 0.70% Reduce -4.6% 20,167 $802K
Main Street Research LLC 0.05% Reduce -7.2% 20,153 $801K
Crew Capital Management, Ltd 0.64% No change 20,152 $801K
Caldwell Sutter Capital, Inc. 0.40% Add +7.2% 20,139 $801K
Inspirion Wealth Advisors, LLC 0.12% Reduce -0.3% 20,126 $800K
Leonteq Securities AG 0.11% Reduce -52.9% 20,125 $800K
Deseret Mutual Benefit Administrators 0.37% Reduce -4.6% 20,115 $800K
Westhampton Capital, LLC 0.43% Reduce -0.5% 20,104 $800K
RW Investment Management LLC 0.11% Add +1.9% 20,087 $799K
Confluence Wealth Services, Inc. 0.06% Add +11.6% 20,040 $797K
MSA Advisors, LLC 0.23% No change 20,000 $795K
Patten Group, Inc. 0.19% Add +11.3% 19,979 $795K
Private Wealth Partners, LLC 0.06% No change 19,962 $794K
Howard Capital Management Group, LLC 0.06% Reduce -0.1% 19,961 $794K
Lederer & Associates Investment Counsel 0.57% No change 19,783 $787K
Delta Financial Group, Inc. 0.33% Reduce -11.2% 19,759 $786K
Analyst IMS Investment Management Services Ltd. 0.03% Add +79.1% 19,772 $786K
Worth Financial Advisory Group, LLC 0.52% Add +3.0% 19,749 $785K
Kestra Investment Management, LLC 0.05% — 19,735 $785K
CKW Financial Group 0.10% Reduce -2.5% 19,570 $783K
Alps Advisors Inc. 0.01% Reduce -4.9% 19,646 $781K
RFG Advisory, LLC 0.03% Add +6.0% 19,554 $778K
Copperwynd Financial, LLC 0.25% Add +5.2% 19,274 $777K
Fortitude Family Office, LLC 0.44% Add +21.3% 19,528 $777K
Veltria Advisors Corp. 0.28% Reduce -42.4% 19,524 $776K
Alera Investment Advisors, LLC 0.09% Reduce -4.4% 19,520 $776K
Kearns & Associates LLC 0.58% No change 19,500 $776K
X-Square Capital, LLC 0.28% Reduce -3.8% 19,491 $775K
Hall Capital Management Co. Inc. 0.37% Add +7.0% 19,464 $774K
Gsa Capital Partners LLP 0.05% Add +103.6% 19,473 $774K
180 Wealth Advisors, LLC 0.13% Reduce -4.7% 18,508 $774K
Wealth Alliance, LLC 0.10% Reduce -2.5% 19,433 $773K
Sweet Financial Partners, LLC 0.18% Reduce -6.2% 19,382 $771K
Moloney Securities Asset Management, LLC 0.11% Add +1.1% 19,365 $770K
Cooper Financial Group 0.11% Add +107.9% 19,311 $768K
Drive Wealth Management, LLC 0.21% Add +0.7% 19,306 $768K
Community Bank, N.A. 0.10% Add +11.5% 19,291 $767K
TAGStone Capital, Inc. 0.43% Add +1.2% 19,283 $767K
Atlanta Consulting Group Advisors, LLC 0.17% No change 19,275 $767K
Van Cleef Asset Management,Inc 0.10% Reduce -30.4% 19,215 $764K
Gerber Kawasaki Wealth & Investment Management 0.04% Add +2.2% 19,200 $764K
JNBA Financial Advisors 0.08% Reduce -0.2% 19,197 $763K
SOA Wealth Advisors, LLC. 0.15% Reduce -0.4% 19,159 $762K
Peoples Financial Services Corp. 0.34% Reduce -7.8% 19,059 $758K
Pursue Wealth Partners LLC 0.41% Add +8.4% 19,031 $757K
Oakworth Capital, Inc. 0.06% Reduce -0.2% 19,003 $756K
Acropolis Investment Management, LLC 0.05% Add +1.1% 18,953 $754K
Carl P. Sherr & Co., LLC 0.42% Add +0.1% 18,946 $753K
Wealthspire Retirement, LLC 0.06% Add +0.6% 18,931 $753K
Relyea Zuckerberg Hanson LLC 0.13% Add +7.0% 18,881 $751K
Kahn Brothers Group Inc. 0.13% Reduce -44.4% 18,837 $749K
Tobam 0.12% Reduce -47.2% 18,775 $747K
BIP Wealth, LLC 0.06% Add +3.8% 18,773 $747K
LVM Capital Management Ltd. 0.08% Reduce -1.7% 18,733 $745K
DF Dent & Co. Inc. 0.01% Reduce -1.1% 18,731 $745K
Beam Wealth Advisors, Inc. 0.25% New 18,688 $743K
Cherry Creek Investment Advisors, Inc. 0.39% Add +1.1% 18,647 $742K
Burkett Financial Services, LLC 0.38% Reduce -1.8% 18,646 $742K
Texas Yale Capital Corp. 0.04% Reduce -61.1% 18,640 $741K
Accel Wealth Management 0.30% Reduce -2.7% 18,612 $740K
Humankind Investments LLC 0.20% Add +66.5% 18,609 $740K
Oxford Financial Group, LTD. LLC 0.05% Add +89.5% 18,606 $740K
Caas Capital Management LP 1.39% New 18,595 $740K
Guardian Capital Advisors LP 0.08% Add +0.8% 17,715 $739K
Old Port Advisors 0.22% Add +4.5% 18,556 $738K
MRP Capital Investments, LLC 0.69% Reduce -22.9% 18,550 $738K
Nicholas Wealth, LLC. 0.53% Add +39.8% 18,541 $737K
Impax Asset Management Group plc 0.00% No change 18,500 $736K
New Republic Capital, LLC 0.37% Reduce -0.1% 18,479 $735K
Founders Capital Management, LLC 0.13% Reduce -1.7% 18,471 $735K
Secure Asset Management, LLC 0.14% Add +83.8% 18,401 $732K
Headinvest, LLC 0.14% Add +1.3% 18,358 $730K
Knights of Columbus Asset Advisors LLC 0.05% Add +0.0% 18,351 $730K
Kanawha Capital Management LLC 0.06% Add +1.0% 18,332 $729K
MIdWestOne Financial Group, Inc. 0.13% Reduce -4.1% 18,327 $729K
Everpar Advisors LLC 0.36% Reduce -23.2% 18,290 $727K
Nilsine Partners, LLC 0.10% Reduce -0.2% 18,278 $727K
M&R Capital Management Inc. 0.17% Reduce -9.6% 18,265 $726K
Navellier & Associates Inc. 0.09% Reduce -1.6% 18,244 $726K
Fca Corp. 0.23% No change 18,201 $724K
Alta Advisers Ltd 0.35% No change 18,200 $724K
Summit Financial Wealth Advisors, LLC 0.15% Add +19.8% 18,185 $723K
Waterfront Wealth Inc. 0.20% Reduce -9.6% 18,182 $723K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.19% Add +62.4% 18,148 $722K
Soltis Investment Advisors LLC 0.08% Add +8.2% 18,098 $720K
YHB Investment Advisors, Inc. 0.06% Add +8.5% 18,081 $719K
Prentice Wealth Management LLC 0.23% Reduce -0.8% 18,073 $719K
High Net Worth Advisory Group LLC 0.22% Reduce -0.2% 18,060 $718K
CYBER HORNET ETFs LLC 0.78% Add +1.7% 18,019 $717K
Versor Investments LP 0.13% New 18,000 $716K
Terril Brothers, Inc. 0.26% No change 17,983 $715K
Lathrop Investment Management Co. 0.14% No change 17,955 $714K
Composition Wealth, LLC 0.02% Reduce -6.7% 17,940 $713K
Mechanics Financial Corp 0.37% Add +3.8% 17,940 $713K
Omnia Family Wealth, LLC 0.30% Add +6.7% 17,883 $711K
Investors Research Corp 0.17% No change 17,879 $711K
Tranquility Partners, LLC 0.27% Add +0.9% 17,870 $711K
Select Asset Management & Trust 0.28% Reduce -55.8% 17,842 $710K
W.G. Shaheen & Associates DBA Whitney & Co 0.08% No change 17,808 $708K
Bennett Selby Investments LP 0.32% Reduce -3.3% 17,807 $708K
Hartford Funds Management Co LLC 0.07% Reduce -56.8% 17,736 $705K
Hara Capital LLC 0.45% Reduce -0.5% 17,731 $705K
Gibbs Wealth Management 0.29% Add +30.9% 17,714 $704K
Strategic Wealth Partners, Ltd. 0.07% Add +2.0% 17,686 $703K
TrinityBridge Ltd 0.02% Reduce -12.7% 17,645 $702K
Clear Investment Research, LLC 0.91% Reduce -0.2% 17,606 $700K
Harmony Asset Management LLC 0.29% Reduce -0.1% 17,594 $700K
Menard Financial Group LLC 0.50% Add +20.9% 17,576 $699K
Grandview Asset Management LLC 0.41% Reduce -3.6% 17,551 $698K
Cyrus J. Lawrence, LLC 0.14% No change 17,570 $698K
1834 Investment Advisors Co. 0.08% Reduce -33.9% 17,513 $696K
Firethorn Wealth Partners, LLC 0.39% Reduce -2.4% 17,447 $694K
Dark Forest Capital Management LP 0.13% New 17,437 $693K
Virtue Capital Management, LLC 0.12% Reduce -2.2% 16,217 $692K
Bell Bank 0.06% Add +0.1% 17,390 $692K
Wallace Advisory Group, LLC 0.50% Add +8.4% 17,366 $691K
Semmax Financial Advisors Inc. 0.21% Add +10.4% 17,921 $689K
Evernest Financial Advisors, LLC 0.31% Add +2.4% 17,306 $688K
Venturi Wealth Management, LLC 0.04% Add +14.8% 17,306 $688K
Interchange Capital Partners, LLC 0.25% Add +98.0% 17,292 $688K
Marble Harbor Investment Counsel, LLC 0.08% Reduce -5.5% 17,275 $687K
HF Advisory Group, LLC 0.36% Add +10.4% 17,274 $687K
OneAscent Wealth Management LLC 0.36% Reduce -13.0% 17,215 $685K
AllSquare Wealth Management LLC 0.41% No change 17,210 $684K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.11% Reduce -2.4% 17,189 $684K
Albert D Mason Inc. 0.46% Reduce -1.8% 17,185 $683K
Ignite Planners, LLC 0.17% Reduce -1.6% 16,906 $683K
Verus Capital Partners, LLC 0.07% Add +6.2% 17,177 $683K
Gateway Wealth Partners, LLC 0.21% Add +74.7% 17,173 $683K
HTLF Bank 0.08% Add +0.3% 17,172 $683K
Moss Adams Wealth Advisors LLC 0.10% Add +19.2% 17,165 $683K
Deroy & Devereaux Private Investment Counsel Inc. 0.04% No change 17,130 $681K
Life Planning Partners, Inc 0.62% Reduce -11.9% 17,100 $680K
Whitener Capital Management, Inc. 0.21% Add +4.9% 17,095 $680K
Oxbow Advisors, LLC 0.08% Add +36.3% 17,091 $680K
McGlone Suttner Wealth Management, Inc. 0.14% Reduce -13.4% 20,182 $680K
Fortitude Advisory Group L.L.C. 0.41% Reduce -29.0% 17,054 $678K
Prelude Capital Management, LLC 0.06% Reduce -56.5% 17,010 $676K
Allen Mooney & Barnes Investment Advisors LLC 0.12% Reduce -11.1% 16,977 $675K
Resonant Capital Advisors, LLC 0.05% Add +21.4% 16,960 $674K
Capital Planning Advisors, LLC 0.12% Reduce -9.4% 16,926 $673K
Delta Asset Management LLC 0.06% Reduce -1.5% 16,854 $670K
Smith, Moore & Co. 0.07% Add +10.1% 16,849 $670K
JT Stratford LLC 0.12% Reduce -7.8% 16,847 $670K
New Millennium Group LLC 0.44% Reduce -10.3% 16,847 $670K
PBMares Wealth Management LLC 0.16% Add +8.6% 16,835 $670K
Proficio Capital Partners LLC 0.07% Add +6.8% 16,825 $669K
Blossom Wealth Management 1.45% No change 16,787 $668K
Spirepoint Private Client, LLC 0.09% Reduce -0.1% 16,764 $667K
Garrison Point Advisors, LLC 0.44% Reduce -0.9% 16,728 $665K
S.A. Mason LLC 0.38% Reduce -0.4% 16,698 $664K
Geller Advisors LLC 0.05% Add +1.0% 16,677 $663K
Ssi Investment Management LLC 0.26% Reduce -0.1% 16,624 $661K
First Trust Investment Solutions L.P. 0.09% Add +19.0% 16,604 $660K
Pointe Capital Management LLC 0.41% No change 16,581 $659K
MBL Wealth, LLC 0.07% Add +8.1% 16,552 $658K
Am Investment Strategies LLC 0.16% Add +0.1% 16,528 $657K
Staley Capital Advisers Inc. 0.03% Reduce -0.3% 16,500 $656K
Muirfield Wealth Advisors LLC 0.62% Add +1.6% 16,485 $656K
Cornercap Investment Counsel Inc. 0.11% Reduce -77.0% 16,481 $655K
Stonebrook Private Inc. 0.19% Add +7.0% 16,460 $655K
Black Cypress Capital Management, LLC 0.62% Reduce -88.9% 16,439 $654K
First Heartland Consultants, Inc. 0.06% Reduce -0.4% 16,417 $653K
Fortem Financial Group, LLC 0.28% Reduce -2.9% 16,402 $652K
Silvia McColl Wealth Management, LLC 0.54% No change 16,318 $649K
HHM Wealth Advisors, LLC 0.10% Add +1.8% 16,314 $649K
Colonial Trust Co / SC 0.11% Add +20.0% 16,311 $649K
Westover Capital Advisors, LLC 0.17% New 16,303 $648K
Cavalier Investments, LLC 0.20% Add +2.9% 16,284 $648K
WealthPlan Investment Management, LLC 0.10% Add +0.9% 16,253 $646K
Pine Valley Investments Ltd Liability Co 0.05% Reduce -5.4% 16,223 $645K
West Family Investments, Inc. 0.19% No change 16,159 $643K
Cypress Asset Management Inc. 0.17% Add +2.9% 15,817 $641K
Vaughan David Investments LLC 0.02% Reduce -11.1% 16,073 $639K
SYSTM Wealth Solutions LLC 0.14% Reduce -79.7% 16,067 $639K
Acorn Financial Advisory Services Inc. 0.12% Add +2.5% 16,064 $639K
Forte Capital LLC 0.08% No change 16,061 $639K
Private Wealth Advisors, LLC 0.28% Add +0.3% 15,935 $638K
Traynor Capital Management, Inc. 0.05% Add +0.7% 16,025 $637K
Gilbert & Cook, Inc. 0.09% Reduce -7.8% 16,024 $637K
Selective Wealth Management, Inc. 0.28% Reduce -7.7% 15,374 $637K
Johnson Financial Group, Inc. 0.03% Add +33.0% 15,929 $633K
C2C Wealth Management, LLC 0.62% No change 15,911 $633K
Northern Financial Advisors Inc 0.51% Reduce -1.1% 15,911 $633K
Frisch Financial Group, Inc. 0.19% Add +0.6% 15,883 $632K
Lion Street Advisors, LLC 0.23% Add +0.6% 15,879 $631K
Enterprise Financial Services Corp 0.39% Add +0.4% 15,871 $631K
General Partner, Inc. 0.40% Add +0.3% 15,866 $631K
Zullo Investment Group, Inc. 0.28% Add +6.8% 15,842 $630K
Ledgewood Wealth Advisors, LLC 0.54% Reduce -2.3% 15,824 $629K
LRI Investments, LLC 0.07% Add +36.0% 15,783 $628K
Duff & Phelps Investment Management Co. 0.01% Reduce -80.1% 15,783 $628K
Addison Advisors LLC 0.20% Add +5.7% 15,756 $627K
Forza Wealth Management, LLC 0.32% Add +1.8% 15,752 $626K
Autumn Glory Partners, LLC 0.32% Reduce -56.8% 15,722 $625K
Unique Wealth Strategies, LLC 0.29% No change 16,479 $625K
Alliance Wealth Advisors, LLC 0.39% Reduce -0.9% 15,694 $624K
Harvey Investment Co. LLC 0.07% No change 15,686 $624K
William B. Walkup & Associates, Inc. 0.41% — 15,678 $624K
Sky Investment Group LLC 0.12% Reduce -3.2% 15,654 $623K
First Citizens Financial Corp 0.37% No change 15,652 $622K
WealthTrust Axiom LLC 0.21% Reduce -1.3% 15,642 $622K
Knollwood Investment Advisory, LLC 0.07% New 15,638 $622K
RiverFront Investment Group, LLC 0.02% Add +1.8% 15,610 $621K
Cerro Pacific Wealth Advisors LLC 0.24% — 15,591 $620K
Sittner & Nelson, LLC 0.31% Add +0.0% 15,589 $620K
Concord Asset Management, LLC 0.15% Reduce -67.8% 15,574 $619K
Enterprise Bank & Trust Co 0.21% Reduce -0.6% 15,573 $619K
AIMZ Investment Advisors, LLC 0.22% Reduce -18.8% 15,500 $616K
Canvas Wealth Advisors, LLC 0.19% Reduce -22.6% 14,923 $616K
City State Bank 0.25% Reduce -2.8% 15,487 $616K
Inceptionr LLC 0.17% New 15,486 $616K
Tyche Wealth Partners LLC 0.15% Reduce -9.6% 15,468 $615K
Gryphon Financial Partners LLC 0.09% Add +31.2% 15,438 $614K
Foster Victor Wealth Advisors, LLC 0.05% Reduce -8.3% 13,910 $614K
Hilltop National Bank 0.20% Add +0.3% 15,427 $614K
Qube Research & Technologies Ltd 0.00% Reduce -89.2% 15,417 $613K
TRUE Private Wealth Advisors 0.07% Reduce -2.1% 15,408 $613K
Barry Investment Advisors, LLC 0.21% Reduce -2.2% 15,353 $611K
Kowal Investment Group, LLC 0.12% Add +5.3% 15,344 $610K
CFO4Life Group, LLC 0.11% Add +9.0% 15,332 $610K
Boston Mountain Money Management Inc. 0.40% Reduce -0.5% 15,317 $609K
Foster & Motley Inc. 0.04% Add +0.3% 15,315 $609K
Ascent Wealth Partners, LLC 0.09% Reduce -7.5% 15,264 $607K
Maia Wealth LLC 0.18% — 14,470 $606K
Encompass Wealth Advisors, LLC 0.16% Add +0.0% 15,214 $605K
Summit Global Investments 0.04% Reduce -23.4% 15,189 $604K
Alan B Lancz & Associates, Inc. 0.60% — 15,178 $604K
Gifford Fong Associates 0.16% No change 15,147 $602K
Wambolt & Associates, LLC 0.18% Reduce -7.9% 15,017 $601K
Transatlantique Private Wealth LLC 0.24% Reduce -1.2% 15,042 $598K
Shoker Investment Counsel, Inc. 0.21% Reduce -4.9% 15,027 $598K
Spinnaker Trust 0.04% Reduce -0.3% 15,022 $597K
Altiora Financial Group, LLC 0.14% No change 15,010 $597K
Brasada Capital Management, LP 0.11% Reduce -33.3% 15,000 $597K
Girard Partners LTD. 0.06% Reduce -23.7% 14,980 $596K
Farmers Trust Co. 0.12% Reduce -8.6% 14,970 $595K
Permanent Capital Management, LP 0.12% — 12,575 $595K
SkyView Investment Advisors, LLC 0.11% Add +13.5% 14,957 $595K
Richard W. Paul & Associates, LLC 0.23% Reduce -1.7% 14,946 $594K
Drucker Wealth 3.0, LLC 0.16% — 14,933 $594K
Arax Advisory Partners 0.06% Add +37.1% 14,907 $593K
Wescott Financial Advisory Group, LLC 0.07% Add +2.1% 14,851 $591K
Citizens National Bank Trust Department 0.13% Reduce -0.3% 14,850 $591K
Cary Street Partners Asset Management LLC 0.09% Add +6.4% 14,835 $590K
Saiph Capital, LLC 0.26% Add +0.5% 105,495 $590K
Vance Wealth, LLC 0.24% Add +0.9% 14,792 $588K
Towercrest Capital Management 0.10% No change 14,717 $585K
MSH Capital Advisors LLC 0.20% Add +1.9% 14,701 $585K
Raleigh Capital Management Inc. 0.25% Add +6.4% 14,674 $584K
Integrity Financial Corp 0.36% Add +17.5% 14,635 $582K
KMG Fiduciary Partners, LLC 0.06% Add +0.0% 14,591 $580K
First National Bank of Omaha 0.04% Add +24.8% 14,576 $580K
Alexander Labrunerie & Co., Inc. 0.32% Add +2.9% 14,562 $579K
ORG Partners LLC 0.07% Add +6842.3% 14,440 $578K
Sivia Capital Partners, LLC 0.39% Reduce -12.8% 14,496 $577K
Tiemann Investment Advisors, LLC 0.26% Add +4.5% 14,475 $576K
Financial Management Network Inc. 0.14% Add +0.3% 14,245 $576K
Bond & Devick Financial Network, Inc. 0.31% No change 14,465 $575K
Sara-Bay Financial 0.23% Add +43.1% 14,448 $575K
Sheets Smith Wealth Management 0.07% Add +0.1% 14,438 $574K
Jefferies Financial Group Inc. 0.01% Reduce -65.6% 14,408 $573K
Patron Partners, LLC 0.34% Reduce -6.1% 14,349 $571K
Petix & Botte Co 0.16% Add +100.0% 14,334 $570K
Defined Wealth Management, LLC 0.40% Add +1.1% 14,334 $570K
Advanced Portfolio Management, LLC 0.37% No change 14,250 $567K
Hudock, Inc. 0.11% Add +0.5% 14,246 $567K
Opal Wealth Advisors, LLC 0.18% Add +13.5% 14,234 $566K
Lantz Financial LLC 0.18% Add +1.5% 14,215 $565K
Archer Investment Corp 0.17% Add +4.5% 14,182 $564K
Rice Partnership, LLC 0.12% Add +3.0% 14,160 $563K
Bridgewealth Advisory Group, LLC 0.25% Add +0.3% 14,125 $562K
Vicus Capital 0.05% Add +16.3% 14,036 $558K
HBW Advisory Services LLC 0.09% Reduce -9.2% 14,033 $558K
Maiden Cove Capital, LLC 1.21% — 14,864 $558K
Cladis Investment Advisory, LLC 0.40% Reduce -15.6% 14,022 $558K
WESPAC Advisors, LLC 0.44% Reduce -0.3% 14,018 $557K
GenTrust, LLC 0.03% Add +41.1% 14,018 $557K
Stanley-Laman Group, Ltd. 0.07% No change 14,000 $557K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Reduce -84.0% 14,276 $557K
Visionary Horizons, LLC 0.41% Reduce -5.4% 13,930 $554K
New Century Financial Group, LLC 0.24% New 13,917 $553K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -7.8% 13,909 $553K
Activest Wealth Management 0.18% Add +640.3% 13,881 $552K
Benedict Financial Advisors Inc. 0.14% Reduce -15.3% 13,816 $549K
Apexium Financial, LP 0.04% Add +1.8% 13,799 $549K
Lakeshore Financial Planning, Inc. 0.27% Reduce -6.0% 13,752 $547K
SYM FINANCIAL Corp 0.09% New 13,729 $546K
Chicago Capital, LLC 0.02% Reduce -3.0% 13,673 $544K
Ausdal Financial Partners, Inc. 0.06% Reduce -2.7% 13,637 $542K
DT Investment Partners, LLC 0.05% Add +37.4% 13,635 $542K
Hanover Advisors Inc. 0.24% Reduce -0.5% 13,604 $541K
Garden State Investment Advisory Services LLC 0.19% Reduce -2.9% 13,589 $541K
M3 Advisory Group, LLC 0.45% Add +0.3% 13,592 $541K
Bay Rivers Group 0.28% Add +6.1% 13,466 $536K
Great Diamond Partners, LLC 0.13% Reduce -8.7% 13,446 $535K
D L Carlson Investment Group Inc. 0.10% Add +0.3% 13,337 $530K
Brandywine Trust Co. 0.09% No change 13,326 $530K
Aristotle Capital Management, LLC 0.00% No change 13,300 $529K
New Covenant Trust Company, N.A. 0.61% Reduce -5.6% 12,326 $529K
Revolve Wealth Partners, LLC 0.09% Add +2.9% 13,265 $528K
Florida Financial Advisors, LLC 0.32% Add +23.1% 13,235 $526K
Optimum Investment Advisors 0.24% Reduce -0.7% 13,222 $526K
WealthShield Partners, LLC 0.08% Reduce -1.6% 13,213 $526K
Eagle Harbor Asset Management Inc. 0.56% Reduce -3.1% 13,200 $525K
Intrua Financial, LLC 0.09% Reduce -34.5% 13,197 $525K
Morton Brown Family Wealth, LLC 0.21% Add +3.9% 12,197 $525K
FSB Premier Wealth Management, Inc. 0.24% Add +45.6% 13,155 $523K
Weik Capital Management 0.22% Reduce -1.5% 13,155 $523K
True Vision MN LLC 0.34% New 13,141 $523K
First American Trust, FSB 0.05% Add +5.9% 13,139 $523K
Founders Financial Securities LLC 0.05% Add +69.6% 13,137 $522K
Gemmer Asset Management LLC 0.06% Add +0.3% 13,089 $521K
Silver Lake Advisory, LLC 0.13% Add +6.2% 13,079 $520K
Thrive Capital Management, LLC 0.24% Reduce -0.0% 13,053 $519K
Marino, Stram & Associates LLC 0.13% Reduce -24.0% 13,023 $518K
Verum Partners LLC 0.17% Add +6.5% 12,986 $516K
Guidance Point Advisors, LLC 0.17% Add +0.2% 12,969 $516K
WealthCare Investment Partners, LLC 0.24% Add +1.2% 12,961 $515K
Obermeyer Wealth Partners 0.03% Add +15.4% 12,958 $515K
Bedel Financial Consulting, Inc. 0.08% Reduce -10.6% 12,883 $512K
Trust Co. of Toledo NA 0.07% Add +2.4% 12,871 $512K
Rise Advisors, LLC 0.27% Add +11.5% 12,808 $509K
Cedrus LLC 0.25% Add +4.7% 12,801 $509K
Ergawealth Advisors, Inc. 0.28% No change 12,800 $509K
Albion Financial Group 0.04% No change 12,760 $507K
Van Hulzen Asset Management, LLC 0.03% Add +9.5% 12,729 $506K
Tradition Wealth Management, LLC 0.05% Reduce -0.8% 12,686 $505K
Regatta Capital Group, LLC 0.11% Reduce -0.4% 12,666 $504K
BlueChip Wealth Advisors LLC 0.30% Add +0.0% 12,666 $504K
Kapstone Financial Advisors LLC 0.33% No change 12,622 $502K
Flaharty Asset Management, LLC 0.07% Add +31.8% 12,620 $502K
MV Capital Management, Inc. 0.06% Add +3.7% 12,616 $502K
Summitry LLC 0.03% Reduce -13.6% 12,615 $502K
Goldstone Financial Group, LLC 0.10% Add +6.1% 12,597 $501K
WMS Partners, LLC 0.03% Reduce -3.8% 12,589 $501K
Pacific Sun Financial Corp 0.30% No change 12,565 $500K
Chiron Capital Management, LLC 0.48% Reduce -52.7% 12,554 $499K
Union Savings Bank 0.26% Reduce -12.9% 12,526 $498K
Twin Focus Capital Partners, LLC 0.08% No change 12,524 $498K
Summit Wealth & Retirement Planning, Inc. 0.17% Reduce -2.1% 12,503 $497K
VeraBank, N.A. 0.15% No change 12,495 $497K
United Community Bank 0.20% Add +90.6% 12,469 $496K
Clarus Group, Inc. 0.22% Add +0.6% 12,453 $495K
Arcataur Capital Management LLC 0.18% Reduce -0.9% 12,453 $495K
Consolidated Portfolio Review Corp 0.12% Add +26.4% 12,452 $495K
Berger Financial Group, Inc 0.04% Reduce -4.6% 12,452 $495K
Financial Management Professionals, Inc. 0.07% Reduce -11.3% 12,435 $495K
Cim Investment Management Inc. 0.15% Reduce -1.0% 12,437 $495K
Middleton & Co. Inc. 0.06% Add +8.8% 12,383 $492K
Guyasuta Investment Advisors Inc. 0.04% Reduce -2.0% 14,558 $490K
Baker Ellis Asset Management LLC 0.07% Add +10.8% 12,305 $489K
Mine & Arao Wealth Creation & Management, LLC. 0.24% Reduce -7.0% 12,295 $489K
Kintra Wealth, LLC 0.35% Reduce -11.0% 12,262 $488K
Aberdeen Wealth Management LLC 0.33% No change 12,258 $488K
Crawford Investment Counsel Inc. 0.01% Reduce -11.0% 12,242 $487K
Lincoln Capital Corp. 0.21% Reduce -81.8% 12,235 $487K
Cape Investment Advisory, Inc. 0.22% Reduce -5.1% 12,145 $483K
Cordgrass Capital Advisors, LLC 0.15% No change 12,141 $483K
Schrum Private Wealth Management LLC 0.43% Add +0.2% 12,119 $482K
Essex Bank 0.13% Reduce -30.9% 12,118 $482K
Montchanin Asset Management, LLC 0.46% Reduce -11.0% 12,100 $481K
O'ROURKE & COMPANY, Inc 0.27% Reduce -3.0% 12,100 $481K
Hemington Wealth Management 0.16% Add +0.8% 12,117 $481K
Spring Capital Management, LLC 0.38% No change 16,743 $480K
Atwood & Palmer Inc. 0.04% Reduce -0.9% 12,052 $479K
Point Windward Advisors Inc. 0.20% Reduce -24.9% 12,050 $479K
Leo Wealth, LLC 0.05% Add +1.0% 12,007 $479K
JB Capital LLC 0.03% Add +4.2% 12,030 $478K
B.O.S.S. Retirement Advisors, LLC 0.12% Add +87.1% 11,997 $477K
Hazlett, Burt & Watson, Inc. 0.25% Reduce -0.8% 11,964 $477K
Cahill Financial Advisors Inc. 0.07% Add +2.8% 11,982 $477K
Sunpointe, LLC 0.31% Add +8.2% 11,980 $476K
Sawyer & Company, Inc 0.19% Reduce -15.1% 11,965 $476K
True North Advisors, LLC 0.13% Add +18.2% 11,964 $476K
Alerus Financial NA 0.04% Reduce -0.0% 11,935 $475K
Cahaba Wealth Management, Inc. 0.04% Reduce -4.7% 11,899 $473K
LMG Wealth Partners, LLC 0.12% Reduce -41.7% 11,886 $473K
Total Clarity Wealth Management, Inc. 0.16% Reduce -17.5% 11,858 $472K
Bank & Trust Co 0.40% — 11,853 $471K
Optas, LLC 0.12% Add +10.3% 11,850 $471K
Sollinda Capital Management LLC 0.14% Reduce -5.4% 11,840 $471K
Sfmg, LLC 0.04% Reduce -6.1% 11,813 $470K
Ridgecrest Wealth Partners, LLC 0.28% No change 11,797 $469K
Cutter & CO Brokerage, Inc. 0.11% Add +2.0% 11,793 $469K
Angeles Investment Advisors, LLC 0.02% Reduce -33.6% 11,768 $468K
Meadow Creek Wealth Advisors LLC 0.44% Add +8.5% 11,767 $468K
LongView Wealth Management 0.17% Reduce -1.2% 11,744 $467K
Apella Capital, LLC 0.02% Add +20.7% 11,262 $466K
Gladius Capital Management LP 0.47% Add +288.5% 11,724 $466K
Altus Wealth Group LLC 0.23% Add +1.5% 11,706 $466K
IFG Advisors, LLC 0.11% Add +0.1% 11,689 $465K
Five Oceans Advisors 0.24% Add +58.2% 11,688 $465K
Addison Capital Co 0.20% Reduce -15.9% 11,660 $464K
Round Hill Asset Management 0.30% Reduce -17.1% 11,658 $464K
First Foundation Advisors 0.02% Reduce -15.4% 11,647 $463K
Turtle Creek Wealth Advisors, LLC 0.11% Add +19.6% 11,631 $463K
Leavell Investment Management, Inc. 0.03% Reduce -19.5% 11,623 $462K
Thrive Wealth Management, LLC 0.09% Add +2.5% 11,601 $461K
Tilson Financial Group, Inc. 0.46% Reduce -0.4% 11,512 $458K
Trust Co of the South 0.11% Add +2.2% 11,503 $457K
WR Wealth Planners, LLC 0.14% Add +2.7% 11,497 $457K
Smith Anglin Financial, LLC 0.05% Reduce -1.8% 11,446 $455K
McAdam, LLC 0.03% Add +2.1% 11,434 $455K
Benin Management CORP 0.14% Add +0.7% 11,410 $454K
Valley National Advisers Inc. 0.07% Add +13.3% 11,369 $452K
Pacific Sage Partners, LLC 0.11% Add +1.8% 11,355 $452K
Oak Asset Management, LLC 0.17% No change 11,352 $451K
Trek Financial, LLC 0.04% Reduce -7.6% 11,348 $451K
SlateStone Wealth, LLC 0.05% Reduce -8.9% 11,304 $450K
Crewe Advisors LLC 0.05% Add +10.4% 11,308 $450K
RiverGlades Family Offices LLC 0.35% No change 11,300 $449K
Freedom Day Solutions, LLC 0.15% No change 11,289 $449K
Gateway Advisory, LLC 0.08% Add +1.6% 11,279 $449K
Castle Rock Wealth Management, LLC 0.11% Reduce -0.4% 11,195 $448K
ABLE Financial Group, LLC 0.16% Add +4.3% 11,253 $448K
Verus Financial Partners, Inc. 0.05% Reduce -5.2% 11,190 $445K
Cozad Asset Management Inc. 0.04% Add +1.8% 11,164 $444K
Ariston Services Group 0.43% Reduce -0.8% 11,157 $444K
Hayek Kallen Investment Management 0.16% Add +1.0% 11,121 $442K
Drake & Associates, LLC 0.16% Reduce -3.3% 11,095 $441K
Brass Tax Wealth Management, Inc. 0.09% New 11,095 $441K
Boyd Watterson Asset Management LLC 0.13% No change 11,075 $440K
Signature Estate & Investment Advisors LLC 0.01% Add +109.2% 11,062 $440K
Traphagen Investment Advisors LLC 0.05% Reduce -2.2% 11,030 $439K
Townsend Asset Management Corp. /NC/ 0.17% Add +0.4% 11,030 $439K
Jag Capital Management, LLC 0.06% Add +2.7% 11,017 $438K
Smithbridge Asset Management Inc. 0.09% Add +5.0% 11,012 $438K
Cypress Wealth Services, LLC 0.10% Add +7.1% 11,001 $438K
China Universal Asset Management Co., Ltd. 0.06% Reduce -23.1% 10,999 $437K
LCNB Corp. 0.16% Reduce -2.2% 10,960 $436K
Twin City Private Wealth, LLC 0.41% Add +3.3% 10,947 $435K
Chapman Investment Management, LLC 0.33% Reduce -8.4% 10,921 $434K
BOS Asset Management, LLC 0.20% Reduce -2.2% 10,905 $434K
Dogwood Wealth Management LLC 0.27% Add +15.3% 10,862 $432K
Semus Wealth Partners LLC 0.33% Reduce -0.5% 10,851 $432K
City Center Advisors, LLC 0.51% No change 11,279 $430K
Beirne Wealth Consulting Services, LLC 0.17% Reduce -1.7% 10,818 $430K
Toth Financial Advisory Corp. 0.05% Reduce -1.7% 10,816 $430K
Amplius Wealth Advisors, LLC 0.05% Reduce -2.5% 10,772 $428K
Oldfather Financial Services, LLC 0.18% No change 10,767 $428K
First Financial Corp. 0.22% Reduce -1.3% 10,760 $428K
Pinnacle Wealth Management Group, Inc. 0.29% Reduce -3.7% 10,748 $427K
Klingman & Associates, LLC 0.03% Add +13.2% 10,723 $426K
Cascade Financial Partners, LLC 0.06% No change 10,720 $426K
Sigma Investment Counselors Inc. 0.03% No change 10,712 $426K
Austin Private Wealth, LLC 0.05% Reduce -1.3% 10,704 $426K
STAR Financial Bank 0.33% Add +1.6% 10,697 $425K
TBH Global Asset Management, LLC 0.09% Reduce -40.8% 10,683 $425K
Kavar Capital Partners Group, LLC 0.08% Add +0.0% 10,678 $425K
Dover Advisors, LLC 0.26% Add +22.8% 10,673 $424K
Sunflower Bank, N.A. 0.10% Reduce -4.2% 10,673 $424K
Regent Peak Wealth Advisors LLC 0.10% Add +5.2% 10,666 $424K
L & S Advisors Inc 0.05% Reduce -95.4% 10,628 $423K
Arthur M. Cohen & Associates, LLC 0.08% Add +1.3% 10,556 $422K
Alberta Investment Management Corp 0.00% Reduce -93.4% 10,600 $422K
Confluence Investment Management LLC 0.01% Reduce -1.8% 10,591 $421K
Wellspring Financial Advisors, LLC 0.05% Add +7.6% 10,576 $421K
Keebeck Wealth Management 0.06% Reduce -14.1% 10,570 $420K
Private Capital Management, LLC 0.05% Add +0.1% 10,567 $420K
JGP Wealth Management, LLC 0.06% Reduce -0.4% 10,551 $420K
American Trust 0.03% Add +4.7% 10,529 $419K
Stone Summit Wealth LLC 0.15% Reduce -0.9% 10,500 $418K
Wedge Capital Management L L P 0.01% Reduce -9.2% 10,497 $417K
SC&H Financial Advisors, Inc. 0.10% Add +70.8% 10,484 $417K
Brave Asset Management Inc. 0.11% Reduce -2.1% 10,475 $417K
Cohen & Steers, Inc. 0.00% Reduce -1.9% 10,423 $415K
Arlington Trust Co LLC 0.10% No change 10,393 $413K
Aspire Private Capital, LLC 0.11% Reduce -3.5% 10,358 $412K
TradeLink Capital LLC 1.18% New 10,300 $410K
Cornerstone Management, Inc. 0.09% No change 10,300 $410K
Smith Chas P & Associates Pa Cpas 0.02% No change 10,289 $409K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.02% New 10,289 $409K
Mayfair Advisory Group, LLC 0.28% No change 9,824 $409K
Delta Investment Management, LLC 0.09% Add +2.5% 10,260 $408K
Pathway Financial Advisors LLC 0.11% Add +0.5% 10,218 $406K
Keystone Financial Services 0.17% Add +8.2% 10,215 $406K
Ellis Investment Partners, LLC 0.09% Add +46.6% 10,193 $405K
London Co. of Virginia 0.00% Reduce -1.5% 10,193 $405K
Foster Group, Inc. 0.02% Add +13.4% 10,184 $405K
Resolute Wealth Strategies, LLC 0.23% Reduce -1.6% 10,183 $405K
Adamsbrown Wealth Consultants LLC 0.16% Add +0.3% 10,161 $404K
Ledyard National Bank 0.04% Reduce -25.8% 10,129 $403K
Southeast Asset Advisors, LLC 0.05% Add +0.1% 10,106 $402K
United Advisor Group, LLC 0.12% Reduce -7.5% 10,050 $400K
Morton Capital Management LLC 0.09% No change 10,037 $399K
Savvy Advisors, Inc. 0.13% Add +39.1% 10,032 $399K
Heartwood Wealth Advisors LLC 0.05% No change 10,025 $399K
Financial Council, LLC 0.22% Reduce -1.6% 10,014 $398K
Paces Ferry Wealth Advisors, LLC 0.24% Reduce -0.8% 10,001 $398K
Jackson Hole Capital Partners, LLC 0.09% Add +2.9% 9,997 $398K
Red Wave Investments LLC 0.15% No change 9,991 $397K
RS Crum Inc. 0.10% Add +21.4% 9,983 $397K
Harvest Fund Management Co., Ltd 0.03% Add +192.4% 9,984 $397K
KWB Wealth 0.05% No change 10,426 $395K
Walker Asset Management, LLC 0.27% Add +0.6% 9,930 $395K
Alliance Wealth Management Group 0.11% No change 9,929 $395K
Brandywine Oak Private Wealth LLC 0.04% Add +3.3% 9,920 $395K
Allred Capital Management, LLC 0.15% Add +0.4% 9,894 $393K
Redhawk Wealth Advisors, Inc. 0.06% Reduce -24.2% 9,878 $393K
Arbor Trust Wealth Advisors, LLC 0.21% Add +1.3% 9,858 $392K
Debussy Capital Management LP 0.11% Add +8.2% 9,847 $392K
Veracity Capital LLC 0.16% Reduce -15.9% 9,840 $391K
Romano Brothers and Company 0.05% Reduce -3.9% 9,838 $391K
Triton Wealth Management, PLLC 0.23% Reduce -5.2% 9,218 $391K
Van Strum & Towne Inc. 0.14% No change 9,824 $391K
AXS Investments LLC 0.11% Reduce -18.3% 9,794 $390K
Lokken Investment Group LLC 0.18% No change 9,751 $388K
Chatham Capital Group, Inc. 0.07% No change 9,749 $388K
Mountain Pacific Investment Advisers LLC 0.03% Reduce -3.9% 9,743 $387K
Integris Wealth Management, LLC 0.11% No change 9,718 $387K
Salomon & Ludwin, LLC 0.04% Reduce -23.8% 9,716 $386K
Channel Wealth LLC 0.14% Reduce -4.9% 9,713 $386K
J. W. Coons Advisors, LLC 0.07% Add +21.3% 9,676 $385K
Masso Torrence Wealth Management Inc. 0.21% Add +1.2% 9,668 $384K
Tradewinds Capital Management, LLC 0.11% Add +0.5% 9,654 $384K
Consilium Wealth Advisory, LLC 0.21% No change 9,633 $383K
Cherrydale Wealth Management, LLC 0.17% Add +5.6% 9,618 $383K
Sonata Capital Group Inc. 0.20% No change 9,600 $382K
Rovin Capital /Ut/ 0.16% Add +8.1% 9,604 $382K
Axiom Advisory, LLC 0.00% New 10,069 $381K
New England Professional Planning Group Inc. 0.20% No change 9,583 $381K
Pingora Partners LLC 0.27% Reduce -18.7% 9,572 $381K
Earned Wealth Advisors, LLC 0.14% Add +28.1% 9,550 $380K
Martingale Asset Management L P 0.01% New 9,542 $379K
Lodestar Private Asset Management LLC 0.05% Add +28.3% 9,506 $378K
J. L. Bainbridge & Co., Inc. 0.04% Reduce -10.3% 9,497 $378K
Riversedge Advisors, LLC 0.09% Reduce -2.8% 9,469 $377K
Certified Advisory Corp 0.05% Add +2.7% 9,450 $376K
Townsend & Associates, Inc 0.04% No change 9,015 $376K
Continuum Advisory, LLC 0.05% Reduce -0.7% 9,431 $375K
Nadler Financial Group, Inc. 0.04% Reduce -5.3% 9,422 $375K
Carr Financial Group Corp 0.12% Add +19.9% 9,412 $374K
Onyx Bridge Wealth Group LLC 0.06% Reduce -2.4% 9,362 $372K
Franklin Street Advisors Inc. 0.03% No change 9,343 $372K
Little House Capital LLC 0.12% New 9,347 $372K
TrueWealth Advisors, LLC 0.14% Add +15.1% 9,308 $370K
Bruce G. Allen Investments, LLC 0.31% Reduce -8.0% 9,281 $369K
Signature Wealth Management Partners, LLC 0.28% No change 9,270 $369K
Perennial Advisors, LLC 0.08% Add +19.3% 9,265 $368K
Rosenberg Matthew Hamilton 0.11% Reduce -2.0% 9,157 $366K
Financial Security Advisor, Inc. 0.12% Add +1.1% 9,208 $366K
Garde Capital, Inc. 0.03% Reduce -9.8% 9,209 $366K
Obsidian Personal Planning Solutions LLC 0.22% Add +0.2% 9,187 $365K
Sequent Planning LLC 0.12% Reduce -5.8% 9,113 $365K
Kelly Lawrence W & Associates Inc. 0.08% Add +70.7% 9,164 $364K
Kraematon Investment Advisors, Inc. 0.37% Add +0.4% 9,159 $364K
Cooper/Haims Advisors, LLC 0.20% Add +5.2% 9,140 $364K
Bath Savings Trust Co 0.04% No change 9,120 $363K
Lakeridge Wealth Management LLC 0.22% Add +0.1% 9,107 $362K
Sage Investment Advisers LLC 0.41% Reduce -0.2% 9,102 $362K
Greystone Financial Group, LLC 0.07% No change 9,099 $362K
Blodgett Wealth Advisors, LLC 0.31% Reduce -1.5% 9,088 $361K
Hyperion Capital Advisors LP 0.17% No change 9,081 $361K
Eagle Wealth Strategies LLC 0.29% Reduce -4.0% 9,053 $360K
Laffer Tengler Investments, Inc. 0.09% Add +88.7% 9,047 $360K
Baltimore-Washington Financial Advisors, Inc. 0.02% New 9,028 $359K
Convergence Financial, LLC 0.09% New 9,023 $359K
Trilogy Capital Inc. 0.02% Add +59.7% 9,018 $359K
First Affirmative Financial Network 0.25% Add +3.6% 9,013 $358K
One Wealth Advisors, LLC 0.08% No change 9,322 $357K
Powers Advisory Group, LLC 0.19% Add +0.9% 8,967 $357K
Charles Schwab Trust Co 0.03% Add +6.8% 8,955 $356K
Evermay Wealth Management LLC 0.06% No change 8,928 $355K
AlphaStar Capital Management, LLC 0.03% Reduce -44.0% 8,916 $355K
Clark Financial Services Group Inc. 0.37% Add +24.2% 8,903 $354K
Mill Creek Capital Advisors, LLC 0.01% Add +10.3% 8,883 $353K
Arbor Investment Advisors, LLC 0.05% Reduce -36.4% 8,883 $353K
Centric Wealth Management 0.10% Add +0.1% 8,472 $353K
Park Place Capital Corp 0.11% Reduce -0.8% 8,829 $351K
Grey Ledge Advisors, LLC 0.10% Add +2.9% 8,829 $351K
Northstar Group, Inc. 0.07% Reduce -2.7% 8,814 $351K
Larson Financial Group LLC 0.02% Reduce -15.8% 8,799 $350K
Almanack Investment Partners, LLC. 0.06% Add +1.6% 8,787 $349K
HC Advisors, LLC 0.32% Reduce -68.6% 8,765 $349K
Motco 0.02% Reduce -1.1% 8,764 $349K
Van Eck Associates Corp. 0.00% Reduce -99.8% 8,734 $347K
Werba Rubin Papier Wealth Management 0.10% Reduce -4.8% 8,716 $347K
Alpha Financial Partners LLC 0.30% Reduce -2.4% 8,678 $345K
Byrne Asset Management LLC 0.29% Reduce -12.0% 8,791 $345K
Westshore Wealth, LLC 0.14% Reduce -0.6% 8,668 $345K
St Germain D J Co. Inc. 0.02% Add +2.4% 8,653 $344K
Ti-Trust, Inc. 0.27% No change 8,646 $344K
DDFG, Inc 0.11% Add +13.1% 8,630 $343K
Sendero Wealth Management, LLC 0.06% Reduce -94.2% 8,627 $343K
Warwick Investment Management, Inc. 0.08% Add +4.9% 8,623 $343K
Occidental Asset Management, LLC 0.06% New 8,604 $342K
Constitution Capital LLC 0.18% No change 8,600 $342K
New World Advisors LLC 0.10% Reduce -21.1% 8,600 $342K
Zhang Financial LLC 0.02% Add +0.4% 8,573 $341K
Osborne Partners Capital Management, LLC 0.02% No change 8,547 $340K
Cottonwood Capital Advisors, LLC 0.27% Reduce -13.8% 8,205 $340K
Ariadne Wealth Management, LP 0.27% — 8,522 $339K
MKT Advisors LLC 0.17% Reduce -6.8% 8,176 $339K
BBR Partners, LLC 0.03% Reduce -8.2% 8,515 $339K
MBA Advisors LLC 0.17% Reduce -0.8% 8,505 $338K
Mezzasalma Advisors, LLC 0.14% Add +23.2% 8,504 $338K
Summit Financial Strategies, Inc. 0.04% Reduce -5.5% 8,497 $338K
Abel Hall, LLC 0.24% Add +9.0% 8,470 $337K
Kozak & Associates, Inc. 0.08% Add +0.6% 8,219 $336K
K.J. Harrison & Partners Inc 0.06% Reduce -32.1% 8,450 $336K
Twelve Points Wealth Management LLC 0.12% No change 8,439 $336K
Marshall Financial Group Inc. 0.11% Add +1.2% 8,414 $335K
Websterrogers Financial Advisors, LLC 0.12% Reduce -15.6% 8,367 $333K
Legacy Capital Wealth Partners, LLC 0.08% New 8,365 $333K
Old North State Wealth Management, LLC 0.22% Add +2.6% 8,347 $332K
Collective Family Office LLC 0.10% Add +4.6% 8,333 $331K
Invenio Wealth Partners LLC 0.16% Reduce -2.2% 8,332 $331K
Blue Barn Wealth, LLC 0.18% Add +5.5% 8,325 $331K
Quantum Financial Advisors, LLC 0.06% No change 8,313 $331K
Meridian Wealth Partners, LLC 0.06% Add +7.7% 8,303 $330K
Successful Portfolios LLC 0.23% Reduce -11.2% 8,295 $330K
Kolinsky Wealth Management, LLC 0.24% Add +3.1% 8,285 $329K
GW Henssler & Associates Ltd. 0.02% Add +1.2% 8,284 $329K
Novak & Powell Financial Services, Inc. 0.20% Reduce -0.1% 8,277 $329K
Centerpoint Advisors, LLC 0.12% Add +6.5% 8,270 $329K
Financial Perspectives, Inc 0.12% Add +0.2% 8,258 $328K
Sanders Morris Harris LLC 0.05% No change 8,203 $326K
Vista Capital Partners, Inc. 0.04% Add +3.9% 8,195 $326K
Eight 31 Financial, LLC 0.25% New 8,189 $326K
Range Financial Group LLC 0.17% Add +7.2% 8,183 $325K
Financial Insights, Inc. 0.09% Reduce -22.2% 8,151 $324K
Alliance Wealth Advisors, LLC 0.09% Add +4.1% 8,132 $323K
Seven Mile Advisory 0.24% Reduce -33.0% 8,129 $323K
United Bank 0.04% Add +1.1% 8,118 $323K
Oak Harvest Investment Services 0.05% Add +0.8% 8,117 $323K
Burt Wealth Advisors 0.08% Reduce -8.3% 8,102 $322K
Fort Point Capital Partners LLC 0.04% Reduce -36.1% 8,063 $321K
Southland Equity Partners LLC 0.09% Add +0.8% 8,062 $321K
Financial Advisors, LLC 0.07% No change 8,061 $321K
Marks Group Wealth Management, Inc 0.03% Reduce -7.3% 8,054 $320K
Mirador Capital Partners LP 0.06% No change 8,032 $319K
Oxinas Partners, LLC 0.21% Reduce -0.2% 8,031 $319K
Jacobsen Capital Management 0.14% Add +11.1% 7,986 $318K
Waddell & Associates, LLC 0.04% Reduce -4.2% 7,973 $317K
Hall Laurie J Trustee 0.11% No change 7,957 $317K
PSI Advisors, LLC 0.10% Reduce -11.8% 7,968 $317K
United Capital Management of KS, Inc. 0.07% Reduce -24.5% 7,967 $317K
Stablepoint Partners, LLC 0.06% New 7,697 $316K
Clarity Financial LLC 0.05% Add +18.6% 7,902 $314K
Annex Advisory Services, LLC 0.01% Reduce -31.5% 7,898 $314K
Hardy Reed LLC 0.03% Add +1.7% 7,884 $314K
CFM Wealth Partners LLC 0.06% No change 7,883 $314K
Capital Advisors, Ltd. LLC 0.04% Add +4.8% 7,866 $313K
WP Advisors, LLC 0.10% Add +1.2% 7,863 $313K
Ethos Financial Group, LLC 0.06% Reduce -11.3% 7,402 $312K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -52.7% 7,803 $310K
Consilio Wealth Advisors, LLC 0.14% Add +6.3% 7,822 $310K
First County Bank 0.16% Reduce -7.9% 7,799 $310K
CoreFirst Bank & Trust 0.21% No change 7,798 $310K
Riverview Capital Advisers, LLC 0.10% Reduce -0.9% 7,796 $310K
Cardinal Capital Management, Inc. 0.01% Reduce -30.2% 7,790 $310K
Bluespring Wealth Management, LLC 0.03% Add +3.3% 7,783 $310K
Silver Oak Securities, Incorporated 0.05% Add +14.5% 7,781 $309K
Leonard Rickey Investment Advisors P.L.L.C. 0.07% Add +30.1% 7,765 $309K
Tandem Wealth Advisors LLC 0.17% No change 7,759 $309K
Obsidian Cio, LLC 0.07% Add +4.4% 7,757 $308K
Fi3 FINANCIAL ADVISORS, LLC 0.14% Reduce -1.3% 7,749 $308K
Traveka Wealth, LLC 0.15% Add +3.0% 7,748 $308K
Intergy Private Wealth, LLC 0.13% Add +4.8% 7,738 $308K
Physician Wealth Advisors, Inc. 0.06% Add +8.3% 6,966 $307K
Walkner Condon Financial Advisors LLC 0.07% Add +14.6% 7,720 $307K
Investment Advisory Group, LLC 0.12% Add +15.5% 7,705 $306K
TriaGen Wealth Management LLC 0.12% Add +10.2% 7,704 $306K
Royal Fund Management, LLC 0.04% Reduce -18.6% 7,695 $306K
BNC Wealth Management, LLC 0.11% Reduce -0.4% 7,688 $306K
Widmann Financial Services, Inc. 0.25% Reduce -3.4% 7,648 $304K
Fragasso Financial Advisors Inc 0.03% Add +25.8% 7,647 $304K
Penserra Capital Management LLC 0.00% Reduce -9.2% 7,606 $303K
Capital Management Associates 0.36% Reduce -7.7% 7,603 $302K
BHK Investment Advisors, LLC 0.12% Reduce -31.8% 7,590 $302K
Pettee Investors, Inc. 0.15% No change 7,571 $301K
Bellevue Asset Management, LLC 0.17% Reduce -6.2% 7,559 $301K
Hills Bank & Trust Co 0.02% No change 7,558 $301K
Elevation Point Wealth Partners, LLC 0.02% Add +20.7% 7,557 $301K
WFA of San Diego, LLC 0.27% — 7,536 $300K
Private Management Group Inc. 0.01% Add +0.7% 7,535 $300K
Sandy Cove Advisors, LLC 0.13% Add +3.0% 7,530 $299K
Veery Capital, LLC 0.12% Add +0.5% 7,528 $299K
Bristlecone Advisors, LLC 0.03% Add +0.2% 7,526 $299K
AJOVista, LLC 0.86% No change 7,522 $299K
Triton Financial Group Inc 0.21% Add +0.1% 7,517 $299K
Clarity Capital Partners LLC 0.18% Reduce -5.7% 7,510 $299K
Affinity Capital Advisors, LLC 0.06% Add +8.5% 7,505 $298K
Bull Street Advisors, LLC 0.14% No change 7,487 $298K
Chickasaw Capital Management LLC 0.01% No change 7,500 $298K
Wagner Wealth Management, LLC 0.09% Add +23.1% 7,483 $298K
Correct Capital Wealth Management 0.07% Add +0.2% 7,475 $297K
Texas Capital Bancshares Inc 0.12% Reduce -24.7% 7,465 $297K
Northwest Quadrant Wealth Management, LLC 0.07% Reduce -10.0% 7,457 $297K
Hummer Financial Advisory Services Inc 0.26% Reduce -4.5% 7,422 $295K
Madison Park Capital Advisors, LLC 0.25% Add +0.1% 7,421 $295K
Planned Solutions, Inc. 0.14% No change 7,417 $295K
Versant Capital Management, Inc 0.07% Add +35.7% 7,412 $295K
Indie Asset Partners, LLC 0.23% Add +7.2% 7,404 $294K
Guerra Pan Advisors, LLC 0.25% No change 7,401 $294K
CPC Advisors, LLC 0.05% No change 7,387 $294K
Allen Wealth Management, LLC 0.26% Reduce -4.0% 7,362 $293K
Logan Capital Management Inc. 0.01% Add +0.3% 7,355 $293K
Annandale Capital, LLC 0.06% Add +0.0% 7,350 $292K
Navis Wealth Advisors, LLC 0.33% Reduce -0.3% 7,336 $292K
Tompkins Financial Corp. 0.03% Add +12.5% 7,324 $291K
First Bank & Trust 0.06% Reduce -7.4% 7,323 $291K
Sharper & Granite LLC 0.14% Reduce -0.1% 7,320 $291K
BCS Wealth Management 0.14% Reduce -10.7% 7,316 $291K
Capital City Trust Co. 0.08% Reduce -3.5% 7,308 $291K
Sonora Investment Management Group, LLC 0.02% No change 7,657 $290K
Ameraudi Asset Management, Inc. 0.13% New 7,300 $290K
Tucker Asset Management LLC 0.06% Reduce -1.6% 7,298 $290K
Janiczek Wealth Management, LLC 0.06% Add +3.6% 7,266 $289K
Maltin Wealth Management, Inc. 0.16% Add +0.6% 7,263 $289K
Wells Trecaso Financial Group, LLC 0.10% Add +0.1% 7,256 $289K
Destination Wealth Management 0.01% Add +7.5% 7,242 $288K
Sentry LLC 0.05% No change 7,231 $288K
Northcape Wealth Management, LLC 0.10% No change 7,225 $287K
Saxon Interests, Inc. 0.14% Reduce -6.5% 7,224 $287K
Weaver Consulting Group 0.10% No change 7,223 $287K
Morling Financial Advisors, LLC 0.13% Add +1.9% 7,219 $287K
Wealth Group, Ltd. 0.21% Reduce -1.0% 7,191 $286K
Fiduciary Alliance LLC 0.05% New 6,981 $286K
Atlas Private Wealth Advisors 0.05% New 7,168 $285K
Heritage Financial Services, LLC 0.04% Reduce -28.0% 7,142 $284K
Paladin Advisory Group, LLC 0.22% No change 7,096 $284K
St. Louis Trust Co 0.04% Reduce -4.7% 7,124 $283K
Beacon Financial Advisory LLC 0.11% Reduce -73.8% 7,124 $283K
Coyle Financial Counsel LLC 0.10% No change 7,462 $283K
Acute Investment Advisory, LLC 0.16% No change 7,104 $283K
Indiana Trust & Investment Management Co 0.10% Add +73.3% 7,100 $282K
Galvin, Gaustad & Stein, LLC 0.03% No change 7,100 $282K
Single Point Partners, LLC 0.48% Reduce -8.8% 7,081 $282K
Mach-1 Financial Group, LLC 0.20% Add +11.1% 7,058 $282K
Strait & Sound Wealth Management LLC 0.14% Reduce -16.4% 7,088 $282K
JCIC Asset Management Inc. 0.12% Add +10.8% 7,075 $281K
CIC Wealth, LLC 0.08% Reduce -6.6% 7,064 $281K
Beta Wealth Group, Inc. 0.13% Reduce -32.7% 7,010 $281K
Fairfield, Bush & Co. 0.17% Reduce -12.8% 7,060 $281K
Invst, LLC 0.03% Add +0.5% 7,010 $280K
ICONIQ Capital, LLC 0.01% New 7,045 $280K
Willow Creek Wealth Management Inc. 0.03% Add +0.5% 7,042 $280K
Fielder Capital Group LLC 0.11% Add +14.6% 7,041 $280K
Donaldson Capital Management, LLC 0.01% Reduce -1.4% 7,035 $280K
Arcus Capital Partners, LLC 0.11% Add +7.9% 7,031 $280K
Pennsylvania Capital Management Inc. 0.11% No change 7,022 $279K
Performance Wealth Partners, LLC 0.01% New 7,006 $279K
Beese Fulmer Investment Management, Inc. 0.03% Reduce -5.4% 7,001 $278K
Waypoint Capital Advisors, LLC 0.07% New 6,999 $278K
Lee Johnson Capital Management, LLC 0.14% No change 6,985 $278K
Spreng Capital Management, Inc. 0.14% Reduce -8.6% 6,954 $277K
Montz Harcus Wealth Management LLC 0.18% Reduce -0.2% 6,939 $276K
Ewa, LLC 0.11% New 6,482 $275K
Brio Consultants, LLC 0.05% Add +5.0% 6,904 $275K
CGN Advisors LLC 0.03% Reduce -19.4% 6,903 $275K
Fairscale Capital, LLC 0.24% — 6,195 $273K
Radnor Capital Management, LLC 0.08% No change 6,855 $273K
Tsfg, LLC 0.06% Add +0.2% 6,877 $273K
Ackerman Capital Advisors, LLC 0.07% Reduce -2.1% 6,862 $273K
Tacita Capital Inc 0.19% No change 6,835 $272K
Tranquilli Financial Advisor LLC 0.18% Add +3.5% 6,781 $271K
My Personal CFO, LLC 0.14% Reduce -3.9% 6,819 $271K
Goldstein Advisors, LLC 0.05% Add +2.8% 6,816 $271K
Independent Family Office, LLC 0.15% Reduce -5.6% 6,815 $271K
Lincoln Capital LLC 0.06% Reduce -2.1% 6,815 $271K
Archford Capital Strategies, LLC 0.04% New 6,808 $271K
Howard Financial Services, LTD. 0.04% Add +0.1% 6,773 $269K
Bangor Savings Bank 0.03% Reduce -8.1% 6,771 $269K
NorthStar Asset Management LLC 0.19% Reduce -5.1% 6,765 $269K
Breed's Hill Capital LLC 0.24% No change 6,764 $269K
BKM Wealth Management, LLC 0.13% Reduce -0.7% 5,207 $269K
TL Private Wealth 0.12% No change 6,076 $268K
Nvest Financial, LLC 0.16% Add +3.9% 6,742 $268K
Oak Hill Wealth Advisors, LLC 0.08% — 6,713 $267K
Gerber, LLC 0.21% Add +0.0% 6,673 $265K
Investment Partners, LTD. 0.12% Add +0.1% 6,671 $265K
Seeds Investor LLC 0.14% New 6,661 $265K
Sutton Place Investors LLC 0.18% Reduce -78.7% 6,641 $264K
WealthBridge Capital Management, LLC 0.09% Add +0.4% 6,609 $263K
West Michigan Advisors, LLC 0.08% Reduce -0.5% 6,607 $263K
One Wealth Management Investment & Advisory Services, LLC 0.10% Reduce -2.3% 6,594 $262K
West Wealth Group, LLC 0.09% Add +2.2% 6,584 $262K
Ironwood Investment Management LLC 0.14% No change 6,579 $262K
Wolff Wiese Magana LLC 0.21% Add +216.8% 6,576 $262K
Family Firm, Inc. 0.06% Add +1.1% 6,566 $261K
Mountain Capital Investment Advisors Inc. 0.06% Add +3.8% 6,214 $260K
Wealth Dimensions Group, Ltd. 0.07% Reduce -10.1% 6,542 $260K
Patriot Investment Management Group, Inc. 0.02% Add +0.1% 6,541 $260K
Madrona Financial Services, LLC 0.08% Add +1.2% 6,538 $260K
Hunter Associates Investment Management LLC 0.04% No change 6,538 $260K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.08% Reduce -91.3% 6,518 $259K
Black Swift Group, LLC 0.06% New 6,500 $259K
W Advisors, LLC 0.17% Add +0.9% 6,487 $258K
Rain Capital Management, LLC 0.18% Add +0.5% 6,437 $257K
American Money Management, LLC 0.05% Add +0.3% 6,466 $257K
Edgestream Partners, L.P. 0.01% New 6,453 $257K
Main Street Group, LTD 0.12% Reduce -47.7% 6,414 $256K
Triad Wealth Partners, LLC 0.13% Add +8.6% 6,436 $256K
Peak Asset Management, LLC 0.05% No change 6,430 $256K
Voisard Asset Management Group, Inc. 0.12% Add +45.8% 6,421 $255K
Fermata Advisors, LLC 0.06% Add +12.8% 6,414 $255K
Alhambra Investment Management LLC 0.14% Add +0.9% 6,370 $253K
Powell Investment Advisors, LLC 0.13% Add +0.5% 6,359 $253K
Destiny Wealth Partners, LLC 0.05% Add +0.6% 6,349 $252K
Northwest Wealth Management, LLC 0.07% Add +1.7% 6,348 $252K
Scott Capital Advisors, LLC 0.07% Add +0.5% 6,093 $252K
Cora Capital Advisors LLC 0.13% Add +0.0% 6,336 $252K
Matrix Private Capital Group LLC 0.16% Add +3.8% 6,312 $251K
Matrix Asset Advisors Inc. 0.03% Reduce -11.4% 6,301 $251K
AIFG Consultants Ltd. 0.19% New 6,301 $251K
Royal Capital Wealth Management, LLC 0.19% Add +0.2% 6,297 $250K
New Jersey Better Educational Savings Trust 0.50% Reduce -54.2% 6,297 $250K
Gould Asset Management LLC 0.06% Reduce -6.0% 6,279 $250K
Jackson, Grant Investment Advisers, Inc. 0.10% No change 6,278 $250K
Aveo Capital Partners, LLC 0.03% Reduce -14.0% 6,277 $250K
Trail Ridge Investment Advisors, LLC 0.13% New 6,276 $250K
HMS Capital Management, LLC 0.13% No change 6,275 $250K
Hengehold Capital Management LLC 0.03% Reduce -0.8% 6,258 $249K
Missouri Trust & Investment Co 0.09% No change 6,238 $248K
Professional Advisory Services Inc. 0.03% No change 6,242 $248K
First Bancorp, Inc 0.18% Add +2.5% 6,215 $247K
Legacy Edge Advisors, LLC 0.05% New 6,213 $247K
WMG Financial Advisors, LLC 0.13% Add +17.1% 6,199 $247K
Steigerwald, Gordon & Koch Inc. 0.03% Add +0.0% 6,198 $247K
Householder Group Estate & Retirement Specialist, LLC 0.07% Add +84.4% 6,186 $246K
MPS Loria Financial Planners, LLC 0.08% Add +1.0% 6,183 $246K
RKL Wealth Management LLC 0.02% Reduce -1.1% 6,180 $246K
SJS Investment Consulting Inc. 0.05% Add +0.1% 6,179 $246K
ForthRight Wealth Management, LLC 0.09% Add +0.5% 6,161 $245K
Sterling Investment Counsel, LLC 0.10% Reduce -10.4% 6,142 $244K
Campion Asset Management 0.19% Reduce -23.8% 6,140 $244K
JFS Wealth Advisors, LLC 0.02% Reduce -8.3% 6,135 $244K
Reynders McVeigh Capital Management, LLC 0.01% Reduce -15.5% 6,130 $244K
Symphony Financial, Ltd. Co. 0.04% Add +0.1% 6,147 $244K
Iron Gate Global Advisors LLC 0.04% Reduce -81.4% 6,125 $244K
Granite Investment Partners, LLC 0.01% Reduce -10.3% 6,125 $244K
Harbour Trust & Investment Management Co 0.03% Add +2.9% 6,123 $244K
Meridian Financial Advisors, LLC 0.18% No change 6,101 $243K
Cascade Investment Group, Inc. 0.19% Reduce -24.8% 6,080 $242K
Cove Private Wealth, LLC 0.20% No change 6,075 $242K
Southern Capital Advisors, LLC 0.15% Reduce -4.4% 6,075 $242K
Pittenger & Anderson Inc. 0.01% Reduce -2.7% 6,060 $241K
Strategic Wealth Investment Group, LLC 0.03% — 6,010 $240K
Vishria Bird Financial Group, LLC 0.10% Reduce -2.5% 6,047 $240K
Adero Partners, LLC 0.02% New 6,031 $240K
Deerfield Management Company, L.P. 0.00% New 6,029 $240K
Hoxton Planning & Management, LLC 0.11% Reduce -6.5% 6,025 $240K
Asset Advisors Investment Management, LLC 0.03% New 6,001 $239K
Palisade Capital Management, LP 0.01% No change 6,000 $239K
Firestone Capital Management 0.07% Add +6.9% 5,997 $239K
Rooted Wealth Advisors, Inc. 0.11% New 5,540 $238K
Douglass Winthrop Advisors, LLC 0.00% Reduce -31.7% 5,972 $238K
Moseley Investment Management Inc. 0.11% Add +0.2% 5,968 $237K
D'Orazio & Associates, Inc. 0.04% New 5,965 $237K
Abound Wealth Management 0.09% Reduce -0.3% 5,949 $237K
FSM Wealth Advisors, LLC 0.08% Add +4.2% 5,946 $236K
Clay Northam Wealth Management, LLC 0.18% No change 5,924 $236K
Pekin Hardy Strauss, Inc. 0.03% Reduce -37.4% 5,920 $235K
DDD Partners, LLC 0.03% Reduce -5.6% 5,912 $235K
Monument Capital Management 0.07% New 5,908 $235K
Plante Moran Financial Advisors, LLC 0.02% Add +41.4% 5,906 $235K
Institutional & Family Asset Management, LLC 0.04% Add +89.5% 5,899 $235K
Valtinson Bruner Financial Planning LLC 0.09% Add +0.1% 5,899 $235K
A. D. Beadell Investment Counsel, Inc. 0.20% No change 5,902 $234K
Koss-Olinger Consulting, LLC 0.02% New 5,891 $234K
Keystone Financial Planning, Inc. 0.08% No change 5,881 $234K
First Nebraska Trust Co 0.02% Reduce -1.7% 5,877 $234K
Linden Thomas Advisory Services, LLC 0.04% Reduce -0.4% 5,872 $234K
Allen Investment Management, LLC 0.00% No change 5,861 $233K
Walter & Keenan Wealth Management LLC /in/ 0.07% Reduce -1.6% 5,855 $233K
Beacon Capital Management, LLC 0.04% Add +2.9% 5,854 $233K
Sage Rhino Capital LLC 0.06% Add +10.5% 5,834 $232K
Annapolis Financial Services, LLC 0.08% Add +0.1% 5,830 $232K
Passive Capital Management, LLC. 0.09% No change 5,810 $231K
Ahl Investment Management, Inc. 0.17% Reduce -2.5% 5,800 $231K
BlackDiamond Wealth Management, LLC 0.15% Add +5.5% 6,023 $230K
Sterneck Capital Management, LLC 0.13% Reduce -16.8% 5,784 $230K
TFB Advisors LLC 0.07% New 5,767 $229K
Strategy Asset Managers LLC 0.05% Reduce -3.7% 7,993 $229K
Hill Investment Group Partners, LLC 0.03% Reduce -3.4% 5,402 $229K
Integrity Wealth Solutions LLC 0.15% Reduce -7.7% 5,744 $228K
Tanager Wealth Management LLP 0.03% Add +1.8% 5,738 $228K
Core Wealth Partners LLC 0.16% Add +0.1% 5,736 $228K
Luts & Greenleigh Group, Inc. 0.24% — 5,717 $227K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.09% Add +11.1% 5,708 $227K
Private Wealth Management Group, LLC 0.10% Reduce -3.0% 5,704 $227K
Mason & Associates Inc 0.06% Reduce -52.4% 5,701 $227K
Syntegra Private Wealth Group, LLC 0.03% New 5,694 $226K
waypoint wealth counsel 0.17% Add +1.0% 5,676 $226K
Balboa Wealth Partners 0.06% Reduce -22.2% 5,669 $225K
Members Trust Co 0.01% Add +5.0% 5,662 $225K
Shelton Wealth Management, LLC 0.13% Reduce -24.5% 5,648 $225K
Chilton Investment Co. Inc. 0.01% Reduce -84.7% 5,647 $225K
Tarbox Family Office, Inc. 0.04% Reduce -0.0% 5,634 $224K
Crown Wealth Group, LLC 0.11% Add +0.1% 5,623 $224K
Bremer Bank National Association 0.04% Reduce -6.5% 5,614 $223K
Washington Trust Advisors, Inc. 0.02% Add +0.2% 5,603 $223K
Ballast Advisors LLC 0.07% Reduce -5.2% 5,602 $223K
Centennial Wealth Advisory LLC 0.10% New 5,600 $223K
National Philanthropic Trust 0.00% Reduce -32.0% 5,601 $223K
Prosperitas Financial LLC 0.14% Add +1.2% 5,597 $223K
Solutions 4 Wealth, Ltd 0.50% Add +2.6% 5,585 $222K
Palisades Hudson Asset Management, L.P. 0.10% No change 5,582 $222K
USAdvisors Wealth Management, LLC 0.08% Reduce -13.7% 5,583 $222K
Lavaca Capital LLC 0.12% No change 5,574 $222K
Slocum, Gordon & Co LLP 0.16% No change 5,571 $222K
Syntax Research, Inc. 0.18% Add +0.3% 5,570 $222K
Encompass More Asset Management 0.16% Add +2.8% 5,565 $221K
Cardiff Park Advisors, LLC 0.02% Add +1.7% 5,556 $221K
Skba Capital Management LLC 0.04% No change 5,550 $221K
Elgethun Capital Management 0.06% Add +0.1% 5,537 $220K
Delta Accumulation, LLC 1.23% Add +0.6% 5,530 $220K
Werlinich Asset Management, LLC 0.14% Add +0.5% 5,590 $219K
Seldon Capital LP 0.12% No change 5,502 $219K
Signet Investment Advisory Group, Inc. 0.12% Reduce -6.0% 5,500 $219K
Strategic Family Wealth Counselors, L.L.C. 0.08% Add +0.6% 5,497 $219K
Willner & Heller, LLC 0.21% Add +1.2% 5,486 $218K
Financial Guidance Group, Inc. 0.13% No change 5,485 $218K
Hamilton Wealth, LLC 0.06% No change 5,484 $218K
WFA Asset Management Corp 0.12% Reduce -15.2% 5,459 $217K
Midwest Financial Group LLC 0.14% New 5,456 $217K
Clarity Wealth Advisors, LLC 0.07% Add +0.1% 5,454 $217K
Red Lighthouse Investment Management, LLC 0.09% No change 5,448 $217K
Wela Strategies, Inc. 0.10% Add +0.9% 5,441 $216K
Charter Oak Capital Management, LLC 0.02% No change 5,428 $216K
Smith & Howard Wealth Management, LLC 0.06% New 5,421 $216K
Lebenthal Global Advisors, LLC 0.05% Add +0.4% 5,413 $215K
Three Bridge Wealth Advisors, LLC 0.09% Reduce -26.0% 5,400 $215K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.08% No change 5,394 $215K
Modus Advisors, LLC 0.08% Reduce -10.6% 5,388 $214K
Trust Co of Kansas 0.11% New 5,372 $214K
Poplar Forest Capital LLC 0.03% No change 5,380 $214K
Wealth Advisory Solutions, LLC 0.06% Reduce -37.9% 5,379 $214K
Strategic Planning Group, LLC 0.05% Reduce -87.2% 5,375 $214K
First United Bank & Trust 0.08% Add +0.2% 5,370 $214K
Great Waters Wealth Management 0.03% New 5,370 $214K
Wolf Group Capital Advisors 0.08% New 5,369 $214K
Norris Perne & French LLP 0.02% Reduce -10.0% 5,368 $213K
Quad-Cities Investment Group, LLC 0.12% Add +0.2% 5,366 $213K
Boothbay Fund Management, LLC 0.01% Reduce -87.8% 5,366 $213K
Alpha Financial Advisors, LLC 0.10% No change 5,364 $213K
James Hambro & Partners LLP 0.01% No change 5,357 $213K
Nexus Investment Management ULC 0.02% No change 5,350 $213K
Keb Asset Management, LLC 0.07% New 5,350 $213K
MRA Advisory Group 0.12% New 5,349 $213K
L. Roy Papp & Associates, LLP 0.03% No change 5,326 $212K
Gallagher Fiduciary Advisors, LLC 0.05% New 5,324 $212K
Segment Wealth Management, LLC 0.02% Reduce -6.3% 5,322 $212K
Gibson Wealth Advisors LLC 0.20% No change 5,320 $212K
Waterford Advisors, LLC 0.09% Reduce -5.0% 5,313 $211K
Old Second National Bank of Aurora 0.05% Add +5.2% 5,302 $211K
RFP Financial Group LLC 0.08% Add +16.3% 5,281 $210K
Stevens Capital Management LP 0.07% New 5,284 $210K
Lifestyle Asset Management, Inc. 0.12% Reduce -11.9% 5,254 $209K
Peoples Bank 0.16% No change 5,250 $209K
Global Strategic Investment Solutions, LLC 0.03% New 5,238 $208K
King Wealth Management Group 0.03% Reduce -36.5% 5,226 $208K
1492 Capital Management LLC 0.12% New 5,228 $208K
EFG Asset Management (Americas) Corp. 0.04% New 5,207 $207K
Regis Acquisition Inc. 0.13% New 5,200 $207K
Alaska Wealth Advisors, LLC 0.03% Reduce -18.8% 5,184 $206K
Private Capital Management LLC 0.04% New 5,175 $206K
Von Berge Wealth Management Group, LLC 0.13% New 5,134 $205K
CVA Family Office, LLC 0.04% Reduce -6.7% 5,161 $205K
Purus Wealth Management, LLC 0.09% New 5,158 $205K
Marotta Asset Management 0.04% Reduce -6.8% 5,126 $205K
Applied Capital LLC 0.18% New 5,150 $205K
Winslow Asset Management Inc. 0.04% New 5,101 $203K
Bantamac Capital, LLC 0.12% New 5,100 $203K
Laidlaw Wealth Management LLC 0.11% Reduce -36.9% 5,098 $203K
Renasant Bank 0.14% Reduce -8.9% 5,095 $203K
First Pacific Financial 0.05% Reduce -0.4% 5,094 $203K
Ashton Thomas Securities, LLC 0.05% — 4,891 $203K
Clayton Financial Group LLC 0.09% No change 5,334 $202K
Clark Asset Management, LLC 0.06% New 5,079 $202K
Retirement Planning Group, LLC 0.01% Reduce -14.4% 5,076 $202K
Investmark Advisory Group LLC 0.11% New 5,074 $202K
Meyer Handelman Co. 0.01% New 5,065 $201K
Sard Wealth Management Group, LLC 0.14% New 5,048 $201K
Clear Creek Financial Management, LLC 0.02% New 5,046 $201K
Eagle Bay Advisors LLC 0.12% Reduce -24.2% 4,979 $198K
Founders Capital Management 0.13% No change 4,949 $197K
Stuart Chaussee & Associates, Inc. 0.05% No change 4,937 $196K
Center for Financial Planning, Inc. 0.03% No change 4,921 $196K
Ritter Daniher Financial Advisory LLC / DE 0.06% Add +7.7% 4,904 $195K
Pacific Center for Financial Services 0.05% Reduce -15.3% 4,894 $195K
Investment Research & Advisory Group, Inc. 0.08% No change 4,806 $191K
Monetary Management Group Inc. 0.05% No change 4,750 $189K
GW&K Investment Management, LLC 0.00% Add +19.4% 4,682 $186K
Kelly Financial Services LLC 0.07% Add +0.5% 4,640 $185K
Point72 Hong Kong Ltd 0.01% New 4,571 $182K
Hoese & Co LLP 0.16% No change 4,500 $180K
Western Pacific Wealth Management, LP 0.14% Add +0.0% 4,521 $180K
Blue Bell Private Wealth Management, LLC 0.04% No change 4,468 $178K
Ridgewood Investments LLC 0.09% New 4,419 $176K
GPS Wealth Strategies Group, LLC 0.03% Reduce -6.1% 4,271 $170K
Glen Eagle Advisors, LLC 0.03% Reduce -36.9% 4,256 $169K
Rakuten Securities, Inc. 0.07% Reduce -38.8% 4,091 $163K
NFSG Corp 0.06% Reduce -39.7% 4,055 $161K
Pacific Capital Wealth Advisors, Inc. 0.03% Add +27.9% 4,038 $161K
Wetzel Investment Advisors, Inc. 0.09% Reduce -26.1% 4,183 $159K
Nemes Rush Group LLC 0.02% Reduce -19.6% 3,813 $152K
West Oak Capital, LLC 0.06% No change 3,785 $151K
Game Plan Financial Advisors, LLC 0.08% Add +9.1% 3,721 $148K
ICA Group Wealth Management, LLC 0.09% Reduce -85.7% 3,676 $146K
Ruedi Wealth Management, Inc. 0.06% Add +5.8% 3,675 $146K
Capula Management Ltd 0.00% Reduce -36.2% 3,600 $143K
Avion Wealth 0.04% Add +37.6% 3,616 $143K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.08% Reduce -30.0% 3,501 $139K
Mb, Levis & Associates, LLC 0.07% Add +1.0% 3,487 $139K
Cornerstone Planning Group LLC 0.04% Add +368.2% 3,769 $138K
Chris Bulman Inc 0.09% — 3,472 $138K
Benjamin Edwards Inc. 0.03% Reduce -80.3% 3,480 $138K
Bfsg, LLC 0.02% Add +85.1% 3,447 $137K
Sachetta, LLC 0.06% Add +11.2% 3,314 $137K
Spectrum Wealth Counsel, LLC 0.02% Add +24.4% 3,361 $134K
Financial Network Wealth Advisors LLC 0.10% New 3,348 $133K
Gen-Wealth Partners Inc 0.06% Reduce -50.4% 3,320 $132K
LFA - Lugano Financial Advisors SA 0.10% Add +146.8% 3,278 $130K
Carmichael Hill & Associates, Inc. 0.05% Add +15.0% 3,269 $130K
Financial Connections Group, Inc. 0.07% Reduce -0.0% 3,253 $129K
Canton Hathaway, LLC 0.04% No change 3,208 $128K
BOK Financial Private Wealth, Inc. 0.01% No change 3,199 $127K
RE Dickinson Investment Advisors, LLC 0.08% Add +1.1% 3,178 $126K
Riverview Trust Co 0.12% No change 3,165 $126K
Legacies Wealth LLC 0.11% No change 3,055 $121K
Atlas Capital Advisors Inc. 0.02% Reduce -28.3% 3,039 $121K
DiNuzzo Private Wealth, Inc. 0.02% Add +2.2% 3,021 $120K
BNP Paribas 0.01% Reduce -99.0% 3,017 $120K
Tidemark, LLC 0.05% Add +1.1% 2,868 $114K
Horizons Wealth Management 0.09% No change 2,655 $114K
Avalon Trust Co 0.01% No change 2,748 $109K
SRH Advisors, LLC 0.04% No change 2,681 $107K
Riggs Asset Managment Co. Inc. 0.03% Add +2.2% 2,650 $105K
Adalta Capital Management LLC 0.06% No change 2,600 $103K
Hillsdale Investment Management Inc. 0.01% Reduce -68.5% 2,535 $101K
Denver PWM, LLC 0.04% New 2,485 $99K
Covestor Ltd 0.06% Reduce -23.3% 2,463 $98K
Tortoise Investment Management, LLC 0.01% Reduce -9.9% 2,453 $98K
Godsey & Gibb, Inc. 0.01% Reduce -44.1% 2,418 $96K
Naples Money Management LLC 0.08% Add +8.1% 2,397 $96K
CarsonAllaria Wealth Management, Ltd. 0.06% Add +0.3% 2,411 $96K
Hanson & Doremus Investment Management 0.02% No change 2,378 $95K
GoalVest Advisory LLC 0.03% Reduce -3.3% 2,357 $94K
Breakwater Investment Management 0.04% No change 2,319 $92K
Richardson Financial Services Inc. 0.07% Add +4.5% 2,281 $91K
A.P. Gilfoyle & Co., L.P. 3.93% No change 2,200 $90K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -5.4% 2,261 $90K
Lynx Investment Advisory 0.07% — 2,253 $90K
Advantage Trust Co 0.06% No change 2,250 $89K
Grayhawk Investment Strategies Inc. 0.40% No change 2,197 $87K
Scarborough Advisors, LLC 0.04% Add +7.2% 2,194 $87K
Bogart Wealth, LLC 0.00% Reduce -35.6% 2,153 $86K
Core Alternative Capital 0.02% No change 2,139 $85K
Trust Co 0.01% No change 2,135 $85K
DHJJ Financial Advisors, Ltd. 0.04% No change 2,090 $83K
FSC Wealth Advisors, LLC 0.06% Add +944.0% 2,088 $83K
Loomis Sayles & Co. L P 0.00% Add +2.1% 2,075 $83K
Atticus Wealth Management, LLC 0.03% Reduce -6.7% 2,035 $81K
REAP Financial Group, LLC 0.02% Reduce -6.1% 2,028 $81K
Dagco, Inc. 0.04% Add +0.3% 2,015 $80K
Spotlight Asset Group, Inc. 0.06% No change 2,000 $80K
CBIZ Investment Advisory Services, LLC 0.00% Add +35.2% 1,971 $78K
Redwood Wealth Management Group, LLC 0.06% New 1,908 $76K
Mizuho Bank, Ltd. 0.02% New 1,900 $76K
Central Bank & Trust Co. 0.01% Add +15.1% 1,892 $75K
Balefire, LLC 0.03% Reduce -14.1% 1,886 $75K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 1,853 $74K
Signature Resources Capital Management, LLC 0.06% Add +0.3% 1,858 $74K
Wellington Shields & Co., LLC 0.02% No change 1,798 $72K
Stephens Consulting, LLC 0.02% Add +0.1% 1,787 $71K
Meeder Asset Management Inc. 0.01% Reduce -91.5% 1,784 $71K
Beaird Harris Wealth Management, LLC 0.01% Add +7.2% 1,776 $71K
Manitou Investment Management Ltd. 0.02% Reduce -48.9% 1,725 $69K
Northwest Capital Management Inc 0.02% Reduce -6.7% 1,680 $67K
TFC Financial Management, Inc. 0.01% No change 1,668 $66K
EntryPoint Capital, LLC 0.03% Add +327.6% 1,659 $66K
Elkhorn Partners Limited Partnership 0.04% Reduce -27.3% 1,600 $64K
Timber Creek Capital Management LLC 0.02% No change 1,605 $64K
Winch Advisory Services, LLC 0.02% Reduce -25.5% 1,593 $63K
EnRich Financial Partners LLC 0.02% No change 1,575 $63K
HBC Financial Services, PLLC 0.04% No change 1,498 $61K
Moisand Fitzgerald Tamayo, LLC 0.01% Add +0.2% 1,521 $60K
Valley Wealth Managers, Inc. 0.00% No change 1,500 $60K
Bell Investment Advisors, Inc 0.01% No change 1,482 $59K
Compass Wealth Management LLC 0.01% No change 1,470 $58K
OAKMONT Corp 0.01% No change 1,455 $58K
Birchbrook, Inc. 0.03% Add +0.1% 1,438 $57K
Keener Financial Planning LLC 0.04% No change 1,454 $57K
MUFG Securities EMEA plc 0.00% Reduce -67.5% 1,414 $56K
Carolina Wealth Advisors, LLC 0.03% No change 1,386 $55K
Financial Freedom, LLC 0.03% Add +103.7% 1,367 $54K
Friedenthal Financial 0.03% New 1,346 $54K
Broadwater Capital Management LLC 0.04% No change 1,332 $53K
Kiely Wealth Advisory Group, Inc. 0.03% Reduce -3.0% 1,351 $52K
Twin Lakes Capital Management, LLC 0.03% Add +0.2% 1,285 $51K
Camelot Portfolios, LLC 0.03% New 1,251 $50K
Clear Point Advisors Inc. 0.04% Add +0.1% 1,235 $49K
Planning Capital Management Corp 0.03% Add +0.1% 1,207 $48K
First Community Trust NA 0.04% No change 1,200 $48K
Valued Wealth Advisors LLC 0.03% Add +100.7% 1,184 $47K
Aspect Partners, LLC 0.03% Add +1.6% 1,164 $46K
TruNorth Capital Management, LLC 0.01% Add +740.7% 1,135 $45K
Private Ocean, LLC 0.00% Add +15.9% 1,108 $44K
Country Trust Bank 0.00% Add +221.0% 1,053 $42K
Castleview Partners, LLC 0.02% Reduce -25.0% 1,051 $42K
Global Trust Asset Management, LLC 0.02% No change 1,036 $41K
Davis Capital Management 0.04% No change 1,016 $41K
PARK CIRCLE Co 0.04% No change 1,000 $40K
Criterion Capital Advisors, LLC 0.02% No change 958 $38K
WealthCollab, LLC 0.03% No change 937 $37K
Front Row Advisors LLC 0.01% No change 932 $37K
Raffa Wealth Management, LLC 0.01% Add +19.3% 929 $37K
Fortis Group Advisors, LLC 0.01% No change 914 $36K
Frazier Financial Advisors, LLC 0.03% Add +3.8% 897 $36K
Clearstead Trust, LLC 0.01% No change 890 $35K
Van Lanschot Kempen Investment Management N.V. 0.00% No change 884 $35K
Mark Sheptoff Financial Planning, LLC 0.02% No change 862 $34K
Tanglewood Legacy Advisors, LLC 0.02% No change 847 $34K
New England Capital Financial Advisors LLC 0.02% Add +0.1% 833 $33K
Red Tortoise LLC 0.02% Reduce -14.0% 830 $33K
TD Capital Management LLC 0.00% Add +1.0% 809 $32K
Mfa Wealth Advisors, LLC 0.01% New 808 $32K
Morgan Dempsey Capital Management LLC 0.01% No change 800 $32K
Cassady Schiller Wealth Management, LLC 0.01% No change 775 $31K
Exchange Traded Concepts, LLC 0.00% New 774 $31K
BBJS Financial Advisors, LLC 0.01% New 755 $30K
POM Investment Strategies, LLC 0.02% Add +839.0% 723 $29K
Fairway Wealth LLC 0.02% New 671 $27K
Macroview Investment Management LLC 0.03% Add +42.7% 658 $26K
Delos Wealth Advisors, LLC 0.03% Reduce -4.7% 651 $26K
Perkins Coie Trust Co 0.01% No change 624 $25K
Dynamic Wealth Strategies, LLC 0.02% No change 600 $24K
Richardson Capital Management LLC 0.02% No change 600 $24K
Iron Horse Wealth Management, LLC 0.01% Add +510.2% 598 $24K
AlphaMark Advisors, LLC 0.01% Add +108.3% 579 $23K
Highline Wealth Partners LLC 0.01% Add +234.3% 575 $23K
Wiser Advisor Group LLC 0.04% Reduce -10.2% 572 $23K
ZynergyRetirementPlanningLLC 0.02% — 571 $23K
Security National Bank 0.00% No change 550 $22K
Nordwand Advisors, LLC 0.01% No change 545 $22K
Lummis Asset Management, LP 0.03% Add +15.4% 532 $21K
Mascoma Wealth Management LLC 0.01% Reduce -43.1% 529 $21K
E Fund Management (Hong Kong) Co., Ltd. 0.01% New 538 $21K
Glass Jacobson Investment Advisors llc 0.01% Add +0.2% 520 $21K
Cultivar Capital, Inc. 0.02% New 506 $20K
Lowe Wealth Advisors, LLC 0.01% No change 505 $20K
Vermillion & White Wealth Management Group, LLC 0.01% Add +1.2% 501 $20K
Custom Portfolio Group LLC 0.02% No change 500 $20K
Cranbrook Wealth Management, LLC 0.00% No change 498 $20K
LGT Financial Advisors LLC 0.04% Add +1122.5% 489 $19K
PrairieView Partners, LLC 0.00% No change 501 $19K
Clarity Asset Management, Inc. 0.01% No change 459 $18K
Advisor Resource Council 0.02% Reduce -5.6% 10,640 $17K
Elevation Wealth Partners, LLC 0.01% Add +1.3% 402 $16K
Robbins Farley 0.01% No change 400 $16K
CNB Bank 0.01% Reduce -24.5% 389 $15K
Cherry Tree Wealth Management, LLC 0.00% Add +76.8% 382 $15K
Transcendent Capital Group LLC 0.01% Add +8.9% 381 $15K
Hudson Edge Investment Partners Inc. 0.00% New 350 $14K
Oliver Lagore Vanvalin Investment Group 0.00% Add +0.6% 330 $13K
Woodard & Co. Asset Management Group Inc. 0.00% New 325 $13K
SWS Partners 0.00% New 306 $12K
Pineridge Advisors LLC 0.00% No change 300 $12K
True Wealth Design, LLC 0.00% New 300 $12K
Stone House Investment Management, LLC 0.00% Add +0.7% 278 $11K
Trifecta Capital Advisors, LLC 0.00% Reduce -92.1% 278 $11K
Coston, McIsaac & Partners 0.00% No change 281 $11K
Strategic Financial Concepts, LLC 0.01% New 114,804 $11K
MilWealth Group LLC 0.00% No change 270 $11K
ClariVest Asset Management LLC 0.00% Reduce -55.8% 256 $10K
IFS Advisors, LLC 0.01% Add +0.4% 248 $10K
NewSquare Capital LLC 0.00% No change 245 $10K
Fairfield Financial Advisors, LTD 0.00% — 241 $10K
Partnership Wealth Management, LLC 0.01% Add +1.3% 233 $9K
Creative Capital Management Investments LLC 0.00% Add +11.1% 220 $9K
Fairman Group, LLC 0.01% No change 215 $9K
Legend Financial Advisors, Inc. 0.01% Add +1809.1% 210 $8K
Ameliora Wealth Management Ltd. 0.00% No change 207 $8K
Bare Financial Services, Inc 0.00% No change 200 $8K
Olistico Wealth, LLC 0.01% New 200 $8K
Cypress Capital, LLC 0.00% New 200 $8K
SWAN Capital LLC 0.00% New 178 $7K
Abich Financial Wealth Management LLC 0.00% Add +61.5% 176 $7K
Steph & Co. 0.00% No change 169 $7K
Christopher J. Hasenberg, Inc 0.00% No change 162 $6K
Legacy Bridge, LLC 0.00% No change 145 $6K
Cedar Mountain Advisors, LLC 0.00% No change 137 $5K
ESL Trust Services, LLC 0.00% New 110 $4K
FWL Investment Management, LLC 0.00% No change 105 $4K
Cedar Wealth Management, LLC 0.00% No change 105 $4K
PFS Partners, LLC 0.00% Add +1.0% 104 $4K
Strategic Investment Solutions, Inc. 0.00% — 100 $4K
Evolution Advisers, Inc. 0.00% No change 124 $4K
Summit Securities Group LLC 0.00% Reduce -50.0% 100 $4K
Northwest Bank & Trust Co 0.00% No change 100 $4K
Painted Porch Advisors LLC 0.00% New 100 $4K
PFG Private Wealth Management, LLC 0.00% No change 98 $4K
Creekmur Asset Management LLC 0.00% Reduce -1.1% 94 $4K
HighMark Wealth Management LLC 0.00% Add +1.1% 91 $4K
Lam Group, Inc. 0.00% No change 86 $3K
PayPay Securities Corp 0.26% Reduce -8.1% 79 $3K
VitalStone Financial, LLC 0.00% No change 66 $3K
IAG Wealth Partners, LLC 0.00% Reduce -78.0% 55 $2K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -80.2% 50 $2K
Roble, Belko & Company, Inc 0.00% Reduce -94.8% 60 $2K
Financial Gravity Asset Management, Inc. 0.00% No change 37 $1K
WestEnd Advisors, LLC 0.00% Add +42.3% 37 $1K
Robinswood Financial LLC 0.00% No change 35 $1K
Anfield Capital Management, LLC 0.00% New 29 $1K
Evergreen Private Wealth LLC 0.00% No change 13 $517
Horizon Financial Services, LLC 0.00% New 11 $423
Atlantic Private Wealth, LLC 0.00% No change 10 $398
SIMA Wealth Partners, LLC 0.00% — 9 $358
DecisionPoint Financial, LLC 0.00% No change 3 $121
McClarren Financial Advisors, Inc. 0.00% Reduce -96.3% 39 $41
Twin Tree Management, LP 0.00% Reduce -100.0% 1 $40

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