Bank of AmericaBAC

13F holders, Q3 2024 (September 30)
2,987holders +34
145new positions
120sold out
22famous investors
$39.70avg. 13F price*

At the end of Q3 2024, 2,987 institutions reported holding Bank of America Corp. (BAC) in their 13F filings, up 34 from Q2 2024. 145 opened new positions and 120 sold out. The largest holders were Berkshire Hathaway ($31.7B), Vanguard Group Inc. ($26.2B) and BlackRock, Inc. ($20.0B). 22 famous investors held it, including Charlie Munger (42.8% of Daily Journal's portfolio), Li Lu (29.0% of Himalaya Capital Management's portfolio) and Warren Buffett (11.9% of Berkshire Hathaway's portfolio).

Company
Bank of America Corp.
Filed as
BANK AMERICA CORP (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions145$1.9B
Exits120$590.8M

All 13F filers, Q2 2024 → Q3 2024: 301,266,066 shares bought and 414,485,348 shares sold, net −113,219,282 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,987 holders

Berkshire Hathaway 11.88% Reduce -22.8% 797,683,307 $31.7B
Vanguard Group Inc. 0.47% Add +2.9% 660,015,523 $26.2B
BlackRock, Inc. 0.42% — 503,838,346 $20.0B
State Street Corp. 0.47% Add +0.3% 288,718,745 $11.5B
FMR LLC 0.46% Reduce -4.8% 190,590,070 $7.6B
JPMorgan Chase & Co. 0.48% Add +1.0% 149,403,848 $5.9B
Geode Capital Management, LLC 0.45% Add +1.2% 140,255,970 $5.5B
Norges Bank 0.72% Add +5.7% 129,976,075 $5.2B
Morgan Stanley 0.34% Add +9.1% 119,050,432 $4.7B
T. Rowe Price Associates Inc. 0.51% Add +25.8% 110,745,971 $4.4B
Franklin Resources Inc. 0.95% Add +11.9% 79,659,179 $3.4B
Capital World Investors 0.44% Add +3.3% 71,179,384 $2.8B
Ameriprise Financial Inc. 0.59% Add +7.8% 58,036,520 $2.3B
Northern Trust Corp. 0.38% Reduce -4.6% 57,955,081 $2.3B
Bank of New York Mellon Corp 0.42% Add +12.6% 56,806,910 $2.3B
Dodge & Cox 1.20% Reduce -12.2% 53,207,803 $2.1B
Invesco Ltd. 0.37% Add +4.3% 47,683,622 $1.9B
Wellington Management Group LLP 0.33% Add +16.2% 47,195,086 $1.9B
Fisher Asset Management 0.74% Add +4.0% 45,215,832 $1.8B
Royal Bank of Canada 0.39% Add +13.6% 43,885,924 $1.7B
Legal & General Group Plc 0.45% Reduce -2.1% 42,904,576 $1.7B
Charles Schwab Investment Management Inc. 0.32% Reduce -0.5% 42,632,038 $1.7B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.41% Add +10.9% 39,999,413 $1.6B
Harris Associates (Oakmark Funds) 2.31% Reduce -13.7% 35,390,147 $1.4B
Goldman Sachs Group Inc. 0.25% Reduce -0.2% 33,261,965 $1.3B
Dimensional Fund Advisors LP 0.31% Reduce -6.5% 32,534,335 $1.3B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.24% Add +47.2% 29,793,555 $1.2B
Arrowstreet Capital, Limited Partnership 1.00% Add +33.7% 29,572,571 $1.2B
Lazard Asset Management LLC 1.65% Reduce -2.3% 28,857,237 $1.1B
Nuveen Asset Management, LLC 0.32% Add +9.3% 28,725,253 $1.1B
Wells Fargo & Company 0.28% Reduce -1.1% 28,517,622 $1.1B
Amundi 0.41% Reduce -10.3% 27,588,979 $1.1B
Barclays PLC 0.45% Reduce -15.9% 25,528,297 $1.0B
UBS Group AG 0.27% Reduce -5.9% 24,146,867 $958.1M
Deutsche Bank AG 0.38% Reduce -22.7% 23,742,928 $942.1M
Alphinity Investment Management Pty Ltd 5.44% Add +15.1% 23,210,592 $921.0M
Bank of Montreal 0.42% Reduce -1.7% 22,751,076 $896.4M
Parnassus Investments, LLC 1.88% Reduce -3.4% 22,387,639 $888.3M
Sanders Capital, LLC 1.28% Add +2.8% 22,341,213 $886.5M
Viking Global Investors 2.89% New 19,959,530 $792.0M
Pzena Investment Management LLC 2.49% Reduce -1.8% 19,482,901 $773.1M
Himalaya Capital Management 29.02% No change 18,081,133 $717.5M
Alliancebernstein L.P. 0.24% Reduce -12.7% 18,004,932 $714.4M
California Public Employees Retirement System 0.48% Add +5.4% 17,166,747 $681.2M
Diamond Hill Capital Management, LLC (Investment Advisor) 2.74% Add +0.3% 17,042,952 $676.3M
HSBC Holdings PLC 0.42% Add +2.6% 16,792,689 $666.3M
Voya Investment Management LLC 0.76% Reduce -24.8% 15,931,204 $631.8M
Bessemer Group Inc. 1.04% Add +0.1% 15,875,166 $629.9M
Massachusetts Financial Services Co. 0.19% Reduce -9.0% 15,866,375 $629.6M
Clearbridge Investments, LLC 0.49% Reduce -4.1% 15,600,310 $619.0M
Sumitomo Mitsui Trust Group, Inc. 0.43% Reduce -1.4% 15,572,439 $617.9M
Canada Pension Plan Investment Board 0.58% Add +41.6% 15,458,847 $613.4M
Principal Financial Group Inc. 0.33% Add +3.8% 15,415,630 $611.7M
D. E. Shaw & Co. 0.77% Add +898.8% 13,636,626 $541.1M
National Pension Service 0.52% Add +15.2% 13,502,778 $535.8M
Rhumbline Advisers 0.46% Reduce -5.6% 12,759,480 $506.3M
Qube Research & Technologies Ltd 0.91% Add +81385.3% 12,562,582 $498.5M
Barrow Hanley Mewhinney & Strauss LLC 1.58% Add +280.6% 12,178,914 $483.3M
Bank of America Corp. 0.04% Add +5.0% 11,774,231 $467.2M
BNP Paribas Financial Markets 0.44% Reduce -7.9% 11,398,344 $452.3M
California State Teachers Retirement System 0.52% Reduce -1.3% 11,240,262 $446.0M
New York State Common Retirement Fund 0.56% Reduce -0.8% 10,429,985 $413.9M
Citigroup Inc. 0.38% Add +8.4% 10,239,742 $406.3M
Neuberger Berman Group LLC 0.32% Reduce -0.2% 10,233,872 $406.0M
Primecap Management Co. 0.30% Reduce -1.1% 10,228,232 $405.9M
Two Sigma Advisers, LP 0.95% Add +31021.7% 10,207,900 $405.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.42% Add +7.5% 9,963,497 $395.4M
Robeco Institutional Asset Management B.V. 0.74% Add +24.0% 9,397,955 $372.9M
Millennium Management 0.32% Reduce -31.4% 9,044,362 $358.9M
Manufacturers Life Insurance Company, The 0.31% Add +3.9% 8,912,462 $353.6M
Jennison Associates LLC 0.21% Add +17.1% 8,602,629 $341.4M
National Bank of Canada 0.45% Reduce -9.4% 8,544,864 $339.0M
PNC Financial Services Group, Inc. 0.21% Add +1.3% 8,435,806 $334.7M
Raymond James & Associates 0.20% Add +4.2% 8,424,326 $334.3M
Smead Capital Management, Inc. 4.49% Add +3.5% 7,935,264 $314.9M
Healthcare of Ontario Pension Plan Trust Fund 0.74% Reduce -22.8% 7,672,000 $304.4M
Caisse de depot et placement du Quebec 0.60% Add +193.4% 7,608,305 $301.9M
King Luther Capital Management Corp. 1.27% Reduce -0.3% 7,413,334 $294.2M
Envestnet Asset Management Inc. 0.09% Reduce -15.3% 7,333,144 $291.0M
US Bancorp \de 0.37% Reduce -1.1% 7,282,813 $289.0M
Balyasny Asset Management L.P. 0.75% Add +136.7% 7,227,039 $286.8M
Brandywine Global Investment Management, LLC 1.90% Add +16.1% 6,749,225 $282.9M
Swedbank AB 0.36% Add +0.7% 7,042,374 $279.4M
Korea Investment CORP 0.66% Add +26.3% 7,013,412 $278.3M
Ensign Peak Advisors, Inc 0.49% Reduce -7.8% 7,003,932 $277.9M
ING Groep NV 1.59% Reduce -4.5% 6,888,332 $273.3M
First Trust Advisors LP 0.26% Add +7.1% 6,802,108 $269.9M
State Board of Administration of Florida Retirement System 0.51% Reduce -2.4% 6,758,732 $268.2M
AMF Tjanstepension AB 1.90% Reduce -28.4% 6,679,251 $265.1M
LPL Financial LLC 0.12% Add +4.7% 6,561,826 $260.4M
New York State Teachers Retirement System 0.52% Reduce -4.7% 6,362,247 $252.5M
Aberdeen Group plc 0.46% Add +2.1% 6,306,184 $250.3M
DekaBank Deutsche Girozentrale 0.46% Add +2.8% 6,319,991 $247.6M
Adage Capital Partners Gp, L.L.C. 0.43% Reduce -5.9% 6,138,373 $243.6M
AQR Capital Management 0.33% Reduce -12.2% 6,130,858 $240.9M
Darsana Capital Partners LP 5.86% Reduce -7.7% 6,000,000 $238.1M
Baird Financial Group, Inc. 0.46% Add +1.5% 5,979,247 $237.3M
Cullen Capital Management, LLC 2.58% Reduce -4.1% 5,972,847 $237.0M
CANADA LIFE ASSURANCE Co 0.40% Add +0.7% 5,842,037 $232.2M
Fort Washington Investment Advisors Inc. 1.41% Reduce -0.7% 5,826,831 $231.2M
Russell Investments Group, Ltd. 0.34% Add +20.0% 5,819,777 $230.9M
Two Sigma Investments, LP 0.53% New 5,683,991 $225.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.55% Add +37.4% 5,566,385 $220.9M
Fifth Third Bancorp 0.80% Add +0.4% 5,562,116 $220.7M
Prudential Financial Inc. 0.31% Add +0.7% 5,497,922 $218.2M
Natixis Advisors, LLC 0.42% Add +3.2% 5,393,543 $214.0M
HighTower Advisors, LLC 0.32% Add +6.3% 5,388,190 $213.9M
UniSuper Management Pty Ltd 1.60% Add +3.1% 5,348,178 $212.2M
Lord, Abbett & Co. LLC 0.68% Reduce -15.6% 5,326,537 $211.4M
Thrivent Financial for Lutherans 0.40% Add +20.7% 5,279,335 $209.5M
Brandes Investment Partners, LP 2.33% Reduce -4.9% 5,215,882 $207.0M
Edmond DE Rothschild Holding S.A. 3.09% Reduce -5.1% 4,826,444 $191.5M
Boston Partners 0.22% Reduce -28.9% 4,747,594 $188.5M
Hotchkis & Wiley Capital Management LLC 0.60% Reduce -1.6% 4,524,706 $179.5M
Stifel Financial Corp. 0.19% Add +0.5% 4,450,817 $176.6M
Storebrand Asset Management As 0.56% Add +0.2% 4,443,043 $176.3M
D1 Capital Partners 3.38% New 4,406,706 $174.9M
Citadel Advisors 0.18% Reduce -80.9% 4,275,500 $169.7M
State of Wisconsin Investment Board 0.42% Add +2.7% 4,223,430 $167.6M
Samlyn Capital, LLC 2.70% Add +127.4% 4,199,538 $166.6M
KBC Group NV 0.50% Add +74.6% 4,198,462 $166.6M
CI Investments Inc. 0.63% Add +1.1% 4,197,720 $166.6M
American Century Companies Inc. 0.10% Reduce -6.1% 4,191,840 $166.3M
Allianz Asset Management GmbH 0.25% Add +149.2% 4,101,096 $162.7M
Schroder Investment Management Group 0.16% Reduce -3.9% 4,041,158 $160.4M
DNB Asset Management AS 0.72% Add +7.7% 4,031,736 $160.0M
Federated Hermes, Inc. 0.35% Reduce -3.5% 4,004,851 $158.9M
Retirement Systems of Alabama 0.56% Reduce -8.4% 3,790,695 $150.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.45% Add +9.0% 3,767,100 $149.5M
Chevy Chase Trust Holdings, LLC 0.45% Reduce -2.6% 3,709,922 $147.2M
Westwood Holdings Group Inc. 1.14% Reduce -4.0% 3,702,281 $146.9M
Panagora Asset Management Inc. 0.70% Reduce -8.6% 3,696,713 $146.7M
Great Lakes Advisors, LLC 1.22% Reduce -1.5% 3,682,771 $146.1M
Aviva PLC 0.38% Add +2.4% 3,667,210 $145.5M
LSV Asset Management 0.31% Reduce -2.4% 3,643,774 $144.6M
Victory Capital Management Inc. 0.14% Reduce -0.6% 3,627,375 $143.9M
Empower Advisory Group, LLC 0.48% Add +0.8% 3,589,752 $142.4M
Brown Advisory Inc. 0.18% Reduce -1.8% 3,579,145 $142.0M
Mackenzie Financial Corp. 0.20% Add +28.4% 3,565,085 $141.5M
M&T Bank Corp 0.46% Reduce -4.3% 3,486,840 $138.4M
Bank of Nova Scotia 0.28% Add +3.9% 3,433,859 $136.3M
Keybank National Association 0.52% Add +7.9% 3,420,358 $135.7M
Mitsubishi UFJ Trust & Banking Corp 0.31% Reduce -0.6% 3,413,291 $135.4M
Pictet Asset Management Holding SA 0.15% Add +9.0% 3,359,370 $133.3M
Susquehanna International Group, LLP 0.23% Add +6.8% 3,348,074 $132.9M
Treasurer of the State of North Carolina 0.53% Add +0.5% 3,342,220 $132.6M
Danske Bank A/S 0.43% Add +11.5% 3,249,779 $129.0M
Man Group plc 0.38% Add +26.2% 3,228,325 $128.1M
Wealth Enhancement Advisory Services, LLC 0.27% Add +1.2% 3,192,120 $126.7M
Toronto Dominion Bank 0.22% Reduce -4.7% 3,185,057 $126.4M
Macquarie Group Ltd. 0.14% Add +189.6% 3,180,938 $126.2M
Alyeska Investment Group, L.P. 0.64% Add +2.5% 3,138,405 $124.5M
Truist Financial Corp. 0.19% Reduce -3.0% 3,114,550 $123.6M
Royal London Asset Management Ltd. 0.30% Add +3.4% 3,060,455 $121.4M
Commonwealth Equity Services, LLC 0.18% Reduce -3.5% 3,016,208 $119.7M
Cibc World Market Inc. 0.27% Add +68.1% 2,995,691 $118.9M
TD Asset Management Inc 0.10% Add +4.0% 3,003,785 $118.3M
Focus Partners Wealth 0.38% Add +29.9% 2,758,825 $117.6M
Danica Pension, Livsforsikringsaktieselskab 2.27% Reduce -4.3% 2,957,628 $117.4M
Asset Management One Co., Ltd. 0.42% Add +1.6% 2,946,172 $116.9M
Cerity Partners LLC 0.26% Add +20.1% 2,935,213 $116.5M
Calamos Advisors LLC 0.80% Reduce -2.2% 2,911,498 $115.5M
Everett Harris & Co. 1.43% Add +0.4% 2,905,621 $115.3M
Zurich Insurance Group Ltd 0.96% Reduce -21.7% 2,852,454 $113.2M
Sei Investments Co. 0.15% Add +3.5% 2,818,603 $111.8M
Capital Fund Management S.A. 1.23% Reduce -22.0% 2,789,851 $110.7M
Jupiter Asset Management Ltd. 0.96% Add +498.4% 2,766,293 $109.8M
Marshall Wace, LLP 0.14% Reduce -67.9% 2,722,261 $108.0M
Choreo, LLC 1.57% Add +3.6% 2,732,196 $107.3M
Creative Planning 0.10% Add +0.6% 2,666,608 $105.8M
Ruffer LLP 3.29% Add +11.4% 2,628,916 $104.4M
Captrust Financial Advisors 0.31% Reduce -0.3% 2,620,205 $104.0M
Raymond James Financial Services Advisors, Inc. 0.14% Reduce -3.9% 2,609,024 $103.5M
State of New Jersey Common Pension Fund D 0.42% No change 2,598,568 $103.1M
LGT Group Foundation 1.67% Add +5.3% 2,604,447 $102.2M
Worldquant Millennium Advisors LLC 0.74% New 2,558,140 $101.5M
State of Tennessee, Department of Treasury 0.35% Reduce -5.1% 2,533,341 $100.5M
Nomura Asset Management Co. Ltd. 0.31% Add +5.3% 2,506,243 $99.4M
Pinebridge Investments, L.P. 0.74% Add +95.7% 2,491,711 $98.9M
PointState Capital LP 2.68% Add +28.1% 2,454,233 $97.4M
Epoch Investment Partners, Inc. 0.43% Reduce -12.8% 2,423,276 $96.2M
Handelsbanken Fonder AB 0.38% Add +2.8% 2,414,613 $95.8M
Corient Private Wealth LP 0.15% Reduce -15.3% 2,376,041 $94.3M
Artisan Partners Limited Partnership 0.14% Reduce -11.1% 2,373,019 $94.2M
Teacher Retirement System of Texas 0.45% Add +5.5% 2,366,666 $93.9M
Douglas Lane & Associates, LLC 1.28% Reduce -7.4% 2,346,013 $93.1M
Public Sector Pension Investment Board 0.50% Add +1.1% 2,330,291 $92.5M
Shapiro Capital Management LLC 2.88% Reduce -12.3% 2,326,144 $92.3M
Rafferty Asset Management, LLC 0.31% Reduce -4.4% 2,288,719 $90.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.54% Reduce -11.3% 2,271,669 $90.1M
Zacks Investment Management 0.78% New 2,251,321 $89.3M
SG Americas Securities, LLC 0.34% Add +15.0% 2,227,615 $88.4M
Resona Asset Management Co.,Ltd. 0.51% Reduce -2.9% 2,221,719 $88.1M
Nisa Investment Advisors, LLC 0.52% Reduce -3.5% 2,217,728 $88.0M
Comerica Bank 0.34% Reduce -1.1% 2,182,315 $86.6M
STRS Ohio 0.33% Reduce -2.2% 2,161,887 $85.8M
Mariner, LLC 0.15% Add +5.2% 2,149,094 $85.3M
Regal Partners Ltd 7.49% Add +11.7% 2,135,025 $84.7M
Allspring Global Investments Holdings, LLC 0.13% Add +1.6% 2,121,668 $84.2M
Gateway Investment Advisers LLC 0.92% Reduce -4.7% 2,107,343 $83.6M
Abn Amro Investment Solutions 1.45% Add +5.8% 2,087,119 $82.8M
Rokos Capital Management LLP 3.00% Reduce -73.3% 2,080,355 $82.6M
Cubist Systematic Strategies, LLC 1.24% New 2,068,682 $82.1M
Prana Capital Management, LP 3.74% Add +371.2% 2,056,064 $81.6M
GMO 0.25% Add +44.5% 2,047,222 $81.2M
NFJ Investment Group, LLC 2.37% Reduce -12.8% 2,041,303 $81.0M
Clark Capital Management Group, Inc. 0.55% Add +1.9% 2,033,187 $80.7M
Skandinaviska Enskilda Banken AB (publ) 0.37% Add +41.7% 2,021,744 $80.3M
Arizona State Retirement System 0.51% Reduce -2.0% 2,018,062 $80.1M
Daily Journal 42.82% No change 2,000,000 $79.4M
State of Michigan Retirement System 0.38% Reduce -1.3% 1,946,612 $77.2M
Janney Montgomery Scott LLC 0.21% Reduce -7.2% 1,911,576 $75.9M
Federation des caisses Desjardins du Quebec 0.36% Add +6.9% 1,834,981 $72.8M
Westfield Capital Management Co. LP 0.33% Add +647.7% 1,823,667 $72.4M
MetLife Investment Management, LLC 0.40% Reduce -3.2% 1,756,069 $69.7M
Jane Street Group, LLC 0.11% Reduce -72.9% 1,738,982 $69.0M
Tredje AP-fonden 0.62% Add +4.4% 1,737,810 $69.0M
Forsta Ap-Fonden 0.53% Add +9.6% 1,736,900 $68.9M
Homestead Advisers Corp 1.62% Reduce -0.2% 1,713,335 $68.0M
Cresset Asset Management, LLC 0.26% Reduce -7.0% 1,658,382 $65.8M
Berkshire Asset Management LLC 3.31% No change 1,638,505 $65.2M
Corebridge Financial, Inc. 0.34% Reduce -3.6% 1,625,890 $64.5M
Bahl & Gaynor LLC 0.33% Reduce -30.1% 1,624,522 $64.5M
Sapient Capital LLC 1.28% Add +1.7% 1,609,942 $63.9M
Renaissance Technologies 0.09% New 1,585,866 $62.9M
Hosking Partners LLP 2.43% Reduce -3.4% 1,585,122 $62.9M
Cooke & Bieler LP 0.57% Reduce -17.2% 1,575,737 $62.5M
Quilter Plc 1.27% Add +1.3% 1,565,389 $62.1M
Teewinot Capital Advisers, L.L.C. 6.19% Add +36.4% 1,543,529 $61.2M
Mn Services Vermogensbeheer B.V. 0.43% Reduce -4.2% 1,542,400 $61.2M
Ceredex Value Advisors LLC 1.19% Add +26.0% 1,531,531 $60.8M
Rockefeller Capital Management L.P. 0.16% Reduce -12.0% 1,529,829 $60.7M
Varma Mutual Pension Insurance Co 0.47% Reduce -4.4% 1,429,924 $59.8M
Candriam S.C.A. 0.35% Add +2.2% 1,502,117 $59.6M
Osaic Holdings, Inc. 0.13% Add +5.5% 1,501,254 $59.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.37% Reduce -1.7% 1,469,591 $58.3M
Schonfeld Strategic Advisors LLC 0.47% Add +340.5% 1,453,797 $57.7M
Tudor Investment Corporation 0.63% Add +875.3% 1,453,268 $57.7M
Natixis 0.35% Add +19.5% 1,453,074 $57.7M
Nordea Investment Management AB 0.06% Add +8.5% 1,430,294 $56.7M
Teachers Retirement System of the State of Kentucky 0.49% Reduce -2.7% 1,425,494 $56.6M
IFM Investors Pty Ltd 0.54% Reduce -0.6% 1,425,405 $56.6M
Agf Management Ltd. 0.29% Add +592.2% 1,409,642 $55.9M
Czech National Bank 0.55% Add +6.0% 1,375,216 $54.6M
Letko, Brosseau & Associates Inc. 0.99% Add +0.6% 1,374,318 $54.5M
Prio Wealth Limited Partnership 1.57% Reduce -1.2% 1,350,154 $53.6M
Rathbones Group PLC 0.27% Reduce -13.2% 1,348,744 $53.5M
ProShare Advisors LLC 0.13% Reduce -5.9% 1,329,108 $52.7M
Amalgamated Bank 0.43% Reduce -3.3% 1,328,555 $52.7M
Cibc World Markets Corp. 0.38% Add +0.3% 1,324,672 $52.6M
Basswood Capital Management, L.L.C. 2.66% No change 1,299,227 $51.6M
APG Asset Management N.V. 0.33% Reduce -89.6% 1,402,408 $49.9M
Marathon Trading Investment Management LLC 23.57% Add +15.3% 1,252,644 $49.7M
Blair William & Co. 0.14% Reduce -4.2% 1,229,510 $48.8M
Nan Shan Life Insurance Co., Ltd. 1.13% Add +2729.9% 1,208,049 $47.9M
CIBC Asset Management Inc 0.16% Add +5.0% 1,206,890 $47.9M
Border to Coast Pensions Partnership Ltd 0.98% Add +4.5% 1,209,075 $47.8M
First Financial Bankshares Inc 1.01% Add +0.7% 1,205,017 $47.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.48% — 1,181,770 $46.9M
Manning & Napier Advisors LLC 0.51% Reduce -18.1% 1,176,068 $46.7M
Commerce Bank 0.29% Reduce -3.8% 1,175,795 $46.7M
Davis Selected Advisers 0.26% Reduce -1.8% 1,169,687 $46.4M
Waters Parkerson & Co., LLC 2.33% Reduce -1.3% 1,156,718 $45.9M
O'shaughnessy Asset Management, LLC 0.41% Add +4.0% 1,086,837 $45.5M
Salem Investment Counselors Inc. 1.37% Reduce -0.1% 1,147,721 $45.5M
Spectrum Financial Alliance Ltd LLC 16.29% Add +0.8% 1,146,884 $45.5M
AXA S.A. 0.13% Reduce -3.9% 1,130,302 $44.9M
American Assets Investment Management, LLC 3.92% No change 1,128,950 $44.8M
Utah Retirement Systems 0.50% Add +0.4% 1,123,289 $44.6M
Scotia Capital Inc. 0.24% Reduce -13.6% 1,116,776 $44.3M
TCTC Holdings, LLC 1.48% Reduce -0.5% 1,100,674 $43.7M
Cetera Investment Advisers 0.10% Reduce -10.0% 1,096,292 $43.5M
Janus Henderson Group PLC 0.02% Add +0.8% 1,090,042 $43.3M
Miller Howard Investments Inc. 1.33% Reduce -1.6% 1,087,127 $43.1M
USS Investment Management Ltd 0.32% Reduce -2.5% 1,085,822 $43.1M
Lazard Freres Gestion S.A.S. 0.90% Reduce -15.3% 1,071,424 $42.5M
Salzhauer Michael 26.52% Add +71.4% 1,051,103 $41.7M
Allen Holding Inc. 4.49% No change 1,050,000 $41.7M
Welch & Forbes LLC 0.53% Add +0.6% 1,047,468 $41.6M
Nissay Asset Management Corp. /Japan 0.26% Reduce -27.0% 1,022,467 $40.6M
Ossiam 0.78% Add +425.7% 1,018,833 $40.4M
Eastern Bank 0.72% Add +835.0% 1,016,157 $40.3M
Capitolis Liquid Global Markets LLC 0.43% Add +59.5% 1,012,500 $40.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.43% Add +6.6% 1,012,484 $40.2M
Applied Finance Capital Management, LLC 1.71% Reduce -2.7% 1,009,207 $40.0M
Citizens Financial Group Inc. 0.80% Add +42.0% 1,007,169 $40.0M
New York Life Investment Management LLC 0.39% Reduce -3.8% 1,003,539 $39.8M
Yousif Capital Management, LLC 0.43% Reduce -2.3% 993,512 $39.4M
Giverny Capital 1.49% Add +0.4% 990,048 $39.3M
Public Employees Retirement Association of Colorado 0.15% Reduce -0.2% 980,957 $38.9M
Xponance LLC 0.38% Add +1.0% 978,960 $38.8M
Pathstone Holdings, LLC 0.17% Reduce -3.8% 977,010 $38.8M
Cambridge Investment Research Advisors, Inc. 0.13% Reduce -8.2% 974,024 $38.6M
Cullen/Frost Bankers, Inc. 0.52% Add +3.2% 961,627 $38.2M
Squarepoint Ops LLC 0.13% Reduce -10.6% 960,983 $38.1M
Daiwa Securities Group Inc. 0.18% Add +17.6% 958,994 $38.1M
NorthCrest Asset Manangement, LLC 1.14% Reduce -3.8% 952,799 $37.8M
Acadian Asset Management LLC 0.12% Add +67.7% 938,830 $37.2M
Todd Asset Management LLC 0.85% Reduce -0.6% 917,420 $36.4M
QRG Capital Management, Inc. 0.38% Add +3.7% 896,803 $35.6M
Glenmede Trust Co. NA 0.17% Add +6.9% 891,747 $35.4M
TD Waterhouse Canada Inc. 0.29% Add +0.7% 902,542 $35.4M
MAI Capital Management 0.34% Reduce -4.6% 888,756 $35.3M
Crossmark Global Holdings, Inc. 0.63% Add +55.7% 886,213 $35.2M
Cwm, LLC 0.15% Add +13.4% 885,042 $35.1M
Assetmark, Inc. 0.10% Add +5.8% 878,415 $34.9M
Seizert Capital Partners, LLC 1.55% Reduce -16.4% 867,240 $34.4M
UMB Bank, n.a. 0.53% Reduce -2.5% 852,671 $33.8M
Sculptor Capital LP 1.04% Reduce -4.2% 852,655 $33.8M
Mesirow Financial Investment Management, Inc. 0.65% Reduce -1.2% 850,094 $33.7M
Mediolanum International Funds Ltd 0.46% Reduce -0.8% 847,856 $33.4M
Pinnacle Associates Ltd. 0.56% Add +1.7% 984,690 $33.2M
Mutual of America Capital Management LLC 0.35% Reduce -3.1% 831,323 $33.0M
Ancora Advisors LLC 0.74% Add +1.2% 822,650 $32.6M
Ninety One UK Ltd 0.09% Reduce -48.4% 809,617 $32.1M
Kimelman & Baird, LLC 2.56% Reduce -1.1% 808,356 $32.1M
Los Angeles Capital Management LLC 0.13% Reduce -19.8% 806,877 $32.0M
State of Alaska, Department of Revenue 0.34% Add +3.0% 802,703 $31.9M
Groupama Asset Managment 0.83% Reduce -43.7% 995,232 $31.7M
Factory Mutual Insurance Co. 0.32% No change 791,080 $31.4M
Lockheed Martin Investment Management Co. 1.45% Add +82.8% 787,100 $31.2M
Trillium Asset Management, LLC 0.77% Reduce -1.2% 785,115 $31.2M
Aquamarine Capital (Aquamarine Zurich) 10.67% No change 767,845 $30.5M
Tiaa Trust, National Association 0.09% Add +14.3% 763,616 $30.3M
Oppenheimer Asset Management Inc. 0.36% Reduce -6.3% 761,652 $30.2M
RBF Capital, LLC 1.55% No change 760,000 $30.2M
Kodai Capital Management LP 0.62% New 753,849 $29.9M
Adams Diversified Equity Fund, Inc. 1.09% Reduce -32.1% 750,768 $29.8M
Wealthfront Advisers LLC 0.09% Reduce -7.6% 745,785 $29.6M
Heritage Investors Management Corp. 0.98% Reduce -1.2% 744,363 $29.5M
Point72 Asset Management 0.10% New 741,750 $29.4M
Banque Pictet & Cie SA 0.29% Add +3.5% 730,185 $29.0M
Migdal Insurance & Financial Holdings Ltd. 0.47% Reduce -26.3% 730,000 $29.0M
Badgley Phelps Wealth Managers, LLC 0.67% Add +0.1% 729,480 $28.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Reduce -2.8% 721,114 $28.6M
CapWealth Advisors, LLC 3.06% Reduce -4.1% 706,390 $28.0M
MassMutual Private Wealth & Trust, FSB 0.79% Reduce -2.4% 702,838 $27.9M
Vest Financial, LLC 0.53% Add +23.7% 695,724 $27.6M
Point72 (DIFC) Ltd 2.13% Add +89.5% 691,548 $27.4M
Easterly Investment Partners LLC 2.20% Add +10.6% 690,897 $27.4M
Nippon Life Global Investors Americas, Inc. 1.17% Add +147.7% 689,170 $27.3M
Braun Stacey Associates Inc. 1.03% Add +0.6% 683,567 $27.1M
Blue Chip Partners, LLC 2.36% Add +0.1% 683,345 $27.1M
Empire Life Investments Inc. 1.64% Reduce -10.1% 677,007 $26.9M
Stephens Inc. 0.38% Reduce -3.1% 671,573 $26.6M
Jones Financial Companies LLLP 0.03% Add +39.7% 673,328 $26.6M
Walleye Capital LLC 0.31% Add +120.2% 669,037 $26.5M
Elo Mutual Pension Insurance Co 0.57% Add +10.2% 668,917 $26.5M
MML Investors Services, LLC 0.10% Reduce -4.3% 664,031 $26.3M
Roffman Miller Associates Inc. 1.59% Add +2.1% 658,139 $26.1M
AE Wealth Management LLC 0.24% Add +10.6% 655,611 $26.0M
Gradient Investments LLC 0.54% Reduce -19.0% 647,058 $25.7M
PGGM Investments 0.33% Add +78.1% 644,748 $25.6M
Vanguard Personalized Indexing Management, LLC 0.41% Add +6.3% 643,102 $25.5M
Credit Agricole S A 0.13% Add +26.1% 639,016 $25.4M
Jump Financial, LLC 0.53% Add +200.2% 637,800 $25.3M
NorthCoast Asset Management LLC 0.18% Add +23.2% 721,355 $25.3M
Bank Pictet & Cie (Europe) AG 0.59% Add +3.2% 633,759 $25.1M
Kestra Advisory Services, LLC 0.14% Reduce -14.5% 627,214 $24.9M
GAMCO Investors 0.25% Reduce -6.6% 625,894 $24.8M
Hudson Bay Capital Management LP 0.20% Add +8.7% 625,000 $24.8M
Peapack Gladstone Financial Corp. 0.36% Reduce -1.5% 622,868 $24.7M
Sequoia Financial Advisors, LLC 0.26% Add +14.1% 612,878 $24.3M
Morningstar Investment Services LLC 0.25% Add +0.7% 614,600 $24.2M
General Pension Society PZU Joint Stock Co 6.98% No change 605,896 $24.0M
Ilmarinen Mutual Pension Insurance Co 0.26% Reduce -14.7% 600,120 $23.8M
Erste Asset Management GmbH 0.28% Add +185.3% 599,078 $23.7M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -8.3% 593,007 $23.5M
B. Metzler seel. Sohn & Co. Holding AG 0.23% — 592,745 $23.5M
B. Metzler seel. Sohn & Co. AG 0.23% Reduce -1.1% 592,745 $23.5M
Eagle Asset Management Inc. 0.12% Add +5.8% 520,463 $23.5M
M&G PLC 0.15% Add +71.9% 586,779 $23.5M
Prudential PLC 0.12% Add +9.2% 588,449 $23.3M
Banco Santander, S.A. 0.27% Add +173.7% 583,412 $23.1M
NewEdge Advisors, LLC 0.15% Add +9.6% 579,720 $23.0M
Mirae Asset Global Investments Co., Ltd. 0.10% Add +30.3% 652,516 $23.0M
Oregon Public Employees Retirement Fund 0.43% Reduce -1.1% 578,002 $22.9M
Gulf International Bank (UK) Ltd 0.57% Reduce -4.4% 557,658 $22.1M
Crestwood Advisors Group, LLC 0.41% Add +0.6% 543,730 $21.6M
Steward Partners Investment Advisory, LLC 0.20% Reduce -5.7% 535,415 $21.2M
Capital Investment Advisors, LLC 0.43% Reduce -0.1% 532,045 $21.1M
Dakota Wealth Management 0.48% Add +180.1% 531,330 $21.1M
Hutchinson Capital Management 3.99% Reduce -0.5% 530,911 $21.1M
Oppenheimer & Co. Inc. 0.32% Reduce -3.8% 530,155 $21.0M
Capital International Sarl 0.54% Add +15.7% 528,472 $21.0M
Trexquant Investment LP 0.27% Add +19.4% 527,774 $20.9M
Taurus Asset Management, LLC 2.02% Reduce -4.6% 522,859 $20.7M
Private Advisor Group, LLC 0.13% Reduce -4.4% 519,502 $20.6M
Envestnet Portfolio Solutions, Inc. 0.07% Add +0.7% 513,967 $20.4M
Synovus Financial Corp. 0.24% Reduce -12.7% 513,099 $20.4M
Rollins Financial Advisors, LLC 3.38% Reduce -0.0% 512,966 $20.4M
Beacon Pointe Advisors, LLC 0.23% Reduce -4.2% 512,895 $20.4M
Tweedy, Browne Co LLC 0.96% Reduce -1.6% 506,461 $20.1M
Inscription Capital, LLC 2.99% Reduce -8.6% 506,152 $20.1M
Davis R M Inc. 0.39% Add +7.0% 502,726 $19.9M
FIL Ltd 0.02% Add +2.7% 501,004 $19.9M
Pacer Advisors, Inc. 0.04% Add +3.3% 500,581 $19.9M
Matthew Goff Investment Advisor, LLC 3.76% Add +0.4% 498,624 $19.8M
Certuity, LLC 2.14% Reduce -0.0% 498,356 $19.8M
Montag A & Associates Inc. 0.94% Add +1.5% 498,170 $19.8M
Cornerstone Advisors, LLC 0.78% Add +7.9% 494,600 $19.6M
NS Partners Ltd 0.81% Add +2.0% 481,786 $19.1M
OMERS ADMINISTRATION Corp 0.17% No change 474,996 $18.8M
Aptus Capital Advisors, LLC 0.28% Add +17.4% 472,482 $18.7M
Walleye Trading LLC 0.45% Add +133.9% 470,420 $18.7M
GoodHaven Capital Management, LLC 6.28% No change 470,361 $18.7M
Kentucky Retirement Systems 0.55% Reduce -8.3% 470,300 $18.7M
Northwest & Ethical Investments L.P. 0.49% Add +8.9% 469,174 $18.6M
Arvest Bank Trust Division 1.07% — 467,955 $18.6M
Guggenheim Capital LLC 0.13% Reduce -9.2% 467,142 $18.5M
Tocqueville Asset Management L.P. 0.29% Add +8.0% 467,049 $18.5M
Verition Fund Management LLC 0.14% Add +52.8% 465,239 $18.5M
Illinois Municipal Retirement Fund 0.26% Reduce -4.8% 461,762 $18.3M
Livforsakringsbolaget Skandia, Omsesidigt 0.98% Add +34.3% 461,267 $18.3M
Quantinno Capital Management LP 0.24% Add +32.9% 460,707 $18.3M
Atria Investments, Inc 0.22% Add +6.0% 455,182 $18.1M
EP Wealth Advisors, LLC 0.15% Add +3.6% 452,974 $18.0M
Bridgeway Capital Management, LLC 0.39% Add +7.5% 449,124 $17.8M
Capital International, Inc. 0.22% Add +0.5% 447,693 $17.8M
Glenview Trust Co 0.34% Reduce -0.6% 446,662 $17.7M
Capital Research Global Investors 0.00% No change 446,429 $17.7M
Graham Capital Management, L.P. 0.94% New 441,415 $17.5M
CIBC Private Wealth Group LLC 0.03% Add +0.6% 440,906 $17.5M
Pinnacle Financial Partners Inc 0.35% Reduce -19.1% 439,734 $17.4M
Kestra Private Wealth Services, LLC 0.32% Reduce -1.4% 439,377 $17.4M
Achmea Investment Management B.V. 0.29% Add +14.9% 439,065 $17.4M
Avantax Advisory Services, Inc. 0.11% Add +5.7% 437,804 $17.4M
Mizuho Securities USA LLC 0.37% Reduce -16.6% 437,755 $17.4M
Picton Mahoney Asset Management 0.67% Add +731.6% 436,906 $17.3M
Forbes J M & Co. LLP 1.69% Reduce -0.5% 436,237 $17.3M
Davidson Investment Advisors 0.83% Reduce -21.0% 434,040 $17.2M
D.A. Davidson & Co. 0.14% Add +1.5% 432,478 $17.2M
Grassi Investment Management 1.48% Reduce -1.9% 431,070 $17.1M
Redwood Grove Capital, LLC 4.61% Add +17.4% 428,207 $17.0M
Exane Asset Management 13.59% New 428,025 $17.0M
SP Asset Management LLC 1.41% Reduce -5.0% 427,393 $17.0M
Hartford Investment Management Co. 0.56% Reduce -2.5% 424,894 $16.9M
Wharton Business Group, LLC 0.75% Add +18.7% 419,857 $16.7M
Flputnam Investment Management Co. 0.30% Reduce -9.2% 416,139 $16.6M
1832 Asset Management L.P. 0.03% Reduce -93.2% 417,925 $16.6M
Townsquare Capital LLC 0.20% Reduce -6.8% 415,835 $16.5M
Phoenix Financial Ltd. 0.24% Add +9.7% 410,308 $16.3M
Wesleyan Assurance Society 1.29% Add +0.6% 409,850 $16.3M
KCM Investment Advisors LLC 0.55% Reduce -2.4% 406,765 $16.1M
Simon Quick Advisors, LLC 1.02% Reduce -7.1% 404,908 $16.1M
Abner Herrman & Brock LLC 1.90% Add +4.5% 396,662 $15.7M
Ieq Capital, LLC 0.19% Add +29.1% 394,951 $15.7M
Farmers & Merchants Investments Inc. 0.49% Reduce -5.0% 394,286 $15.6M
Maryland State Retirement & Pension System 0.33% Reduce -26.1% 391,240 $15.5M
AEGON ASSET MANAGEMENT UK Plc 0.21% New 389,709 $15.5M
Aristotle Atlantic Partners, LLC 0.48% Add +3.3% 389,434 $15.5M
Daiichi Life Insurance Co., Ltd. 0.39% Reduce -0.1% 388,728 $15.4M
Xcel Wealth Management, LLC 4.52% Add +1.4% 385,974 $15.3M
Rakuten Investment Management, Inc. 0.09% Add +32.0% 387,781 $15.3M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2.32% Add +610.1% 384,122 $15.2M
Regions Financial Corp. 0.11% Reduce -8.9% 383,232 $15.2M
Live Oak Private Wealth LLC 2.46% Reduce -0.3% 382,847 $15.2M
HST Ventures, LLC 4.13% New 380,498 $15.1M
Associated Banc-Corp 0.44% Add +1.1% 380,420 $15.1M
Louisiana State Employees Retirement System 0.28% Reduce -1.3% 380,100 $15.1M
Dupont Capital Management Corp. 1.26% No change 379,498 $15.1M
Capital International Ltd. 0.64% Add +0.7% 375,627 $14.9M
Securian Asset Management, Inc. 0.43% Reduce -4.6% 373,377 $14.8M
DAVENPORT & Co LLC 0.09% Reduce -0.2% 372,360 $14.8M
KLCM Advisors, Inc. 1.75% Reduce -35.5% 372,326 $14.8M
Savant Capital, LLC 0.12% Add +3.0% 371,919 $14.8M
Quantbot Technologies LP 0.58% New 370,901 $14.7M
Gabelli Funds LLC 0.11% Reduce -18.0% 366,400 $14.5M
Stanley Capital Management, LLC 2.82% No change 366,142 $14.5M
Holocene Advisors, LP 0.06% Reduce -83.9% 366,133 $14.5M
LBP Am SA 0.22% Add +182.3% 363,989 $14.4M
United Asset Strategies, Inc. 1.33% Add +0.9% 360,900 $14.3M
MMBG Investment Advisors Co. 1.48% Reduce -5.8% 356,738 $14.2M
Aquatic Capital Management LLC 0.37% New 353,500 $14.0M
Birch Hill Investment Advisors LLC 0.66% Reduce -6.5% 351,639 $14.0M
Caldwell Investment Management Ltd. 9.66% No change 350,000 $13.8M
JTC Employer Solutions Trustee Ltd 0.90% Reduce -1.7% 346,800 $13.8M
Cornerstone Wealth Group, LLC 1.14% Add +0.3% 346,634 $13.8M
Payden & Rygel 1.05% Add +669.3% 343,100 $13.6M
Cinctive Capital Management LP 0.78% New 342,211 $13.6M
Connors Investor Services Inc. 1.31% Reduce -5.6% 340,836 $13.5M
Adams Asset Advisors, LLC 1.81% Reduce -1.1% 337,730 $13.4M
Metis Global Partners, LLC 0.42% Add +0.3% 337,518 $13.4M
Auxier Asset Management LLC 1.96% Reduce -0.0% 333,958 $13.3M
PB Investment Partners, L.P. 11.25% Reduce -0.7% 334,059 $13.2M
Madison Asset Management, LLC 0.15% Reduce -8.3% 333,550 $13.2M
New Mexico Educational Retirement Board 0.45% Reduce -4.1% 332,654 $13.2M
Bridgewater Associates 0.07% New 331,697 $13.2M
Banque Cantonale Vaudoise 0.54% Add +175.3% 330,875 $13.1M
Integrated Wealth Concepts LLC 0.16% Reduce -2.6% 329,326 $13.1M
Griffin Asset Management, Inc. 1.45% Reduce -1.1% 325,618 $12.9M
Atria Wealth Solutions, Inc. 0.14% Reduce -5.6% 324,743 $12.9M
Allianz SE 0.35% Reduce -2.9% 322,344 $12.8M
Vident Advisory, LLC 0.32% Add +480.8% 320,235 $12.7M
Dana Investment Advisors, Inc. 0.42% Add +160.9% 319,242 $12.7M
Prospera Financial Services Inc 0.32% Add +5.5% 318,180 $12.6M
Swiss Life Asset Management Ltd 0.14% Reduce -15.7% 317,475 $12.6M
Evergreen Capital Management LLC 0.42% Add +3.1% 316,474 $12.6M
Huber Capital Management LLC 2.50% Add +23.7% 313,459 $12.4M
Fogel Capital Management, Inc. 6.41% Reduce -2.2% 313,310 $12.4M
Estabrook Capital Management 1.85% Reduce -1.0% 312,021 $12.4M
Stratos Wealth Partners, LTD. 0.18% Add +3.0% 306,192 $12.1M
WASHINGTON TRUST Co 0.42% Reduce -4.1% 303,564 $12.0M
Hoertkorn Richard Charles 5.19% Reduce -1.8% 303,343 $12.0M
Linscomb Wealth, Inc. 0.60% Reduce -3.1% 302,922 $12.0M
Chilton Capital Management LLC 0.50% Add +0.3% 302,703 $12.0M
Nixon Peabody Trust Co. 0.99% Add +0.5% 300,497 $11.9M
Bokf, NA 0.21% Reduce -3.3% 300,638 $11.8M
Longbow Finance SA 1.26% Reduce -17.8% 297,111 $11.8M
Allied Investment Advisors, LLC 2.32% Add +0.9% 295,655 $11.7M
Appleton Partners Inc. 0.86% Reduce -2.0% 295,176 $11.7M
Yarbrough Capital, LLC 0.48% No change 295,081 $11.7M
Tidal Investments LLC 0.13% Add +4.5% 294,896 $11.7M
Arnhold LLC 1.13% Reduce -0.2% 294,667 $11.7M
Atlantic Union Bankshares Corp 0.68% Add +7.7% 294,646 $11.7M
Highland Capital Management, LLC 0.67% Reduce -4.7% 294,511 $11.7M
Vinva Investment Management Ltd 0.49% Add +23.1% 296,210 $11.7M
J.P. Marvel Investment Advisors, LLC 1.90% Reduce -0.1% 293,684 $11.7M
Lido Advisors, LLC 0.09% Add +3.7% 292,632 $11.6M
Novare Capital Management LLC 0.98% Reduce -5.3% 292,265 $11.6M
Equitable Trust Co. 0.74% Reduce -2.3% 289,802 $11.5M
GTS Securities LLC 0.23% Add +74.2% 289,402 $11.5M
Cohen Klingenstein LLC 0.40% Add +0.0% 288,555 $11.4M
Knights of Columbus Asset Advisors LLC 0.76% Add +1468.8% 287,890 $11.4M
E. Ohman J:or Asset Management AB 0.28% Reduce -6.8% 286,600 $11.4M
Bourgeon Capital Management LLC 2.17% Reduce -1.1% 284,779 $11.3M
LS Investment Advisors, LLC 1.66% Reduce -1.1% 283,781 $11.3M
Shorepath Capital Management LLC 8.23% Reduce -4.5% 283,319 $11.2M
NEOS Investment Management LLC 0.34% Add +10.0% 282,216 $11.2M
Northeast Financial Consultants Inc 0.49% Reduce -28.6% 281,537 $11.2M
Freestone Capital Holdings, LLC 0.39% Reduce -3.4% 280,984 $11.1M
Shelton Capital Management 0.29% Add +31.9% 280,076 $11.1M
Prospect Hill Management, LLC 5.58% Reduce -9.3% 280,000 $11.1M
HB Wealth Management, LLC 0.12% Reduce -3.8% 279,991 $11.1M
CCM Investment Advisers LLC 1.24% Reduce -3.1% 279,533 $11.1M
Janney Capital Management LLC 0.75% Reduce -0.2% 278,872 $11.1M
Thompson Siegel & Walmsley LLC 0.17% Reduce -3.9% 278,583 $11.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.30% Reduce -0.8% 278,453 $11.0M
Norinchukin Bank, The 0.26% Add +15.4% 277,989 $11.0M
NWF Advisory Services Inc. 1.59% Reduce -17.5% 276,308 $11.0M
Synergy Asset Management, LLC 1.67% Add +166.9% 276,080 $11.0M
RedJay Asset Management Inc. 6.22% Reduce -8.3% 275,000 $10.9M
Verde Servicos Internacionais S.A. 5.05% New 274,200 $10.9M
Chartwell Investment Partners, LLC 0.37% Reduce -1.5% 273,697 $10.9M
Hantz Financial Services, Inc. 0.19% Reduce -6.6% 273,687 $10.9M
Assenagon Asset Management S.A. 0.02% Add +9.2% 273,655 $10.9M
Becker Capital Management Inc. 0.35% Reduce -28.4% 273,014 $10.8M
Brevan Howard Capital Management LP 0.54% Reduce -20.1% 271,795 $10.8M
Bradley Foster & Sargent Inc. 0.18% Reduce -1.9% 270,085 $10.7M
Blume Capital Management, Inc. 2.42% Reduce -0.2% 269,701 $10.7M
iA Global Asset Management Inc. 0.19% Add +273.4% 269,150 $10.7M
Bailard, Inc. 0.28% Add +1.0% 267,669 $10.6M
Concurrent Investment Advisors, LLC 0.31% Add +8.5% 265,796 $10.5M
Allworth Financial LP 0.06% Add +0.8% 265,539 $10.5M
Sage Mountain Advisors LLC 0.90% Add +0.4% 265,308 $10.5M
Two Sigma Securities, LLC 0.83% Reduce -41.0% 265,263 $10.5M
Quadrature Capital Ltd 0.24% New 265,192 $10.5M
Thompson Investment Management, Inc. 1.50% Add +0.2% 263,698 $10.5M
Wallington Asset Management, LLC 1.46% Add +12.0% 263,408 $10.5M
Engineers Gate Manager LP 0.20% Add +28.7% 261,211 $10.4M
Jamison Private Wealth Management, Inc. 1.57% Add +2.8% 260,579 $10.3M
Argent Trust Co 0.43% Reduce -2.1% 260,066 $10.3M
Great Valley Advisor Group, Inc. 0.25% Add +5.0% 259,027 $10.3M
Anderson Hoagland & Co. 1.05% Reduce -0.1% 255,337 $10.2M
Westbourne Investment Advisors, Inc. 3.56% Reduce -0.3% 256,546 $10.2M
Providence Capital Advisors, LLC 2.01% Add +1.2% 254,737 $10.1M
HM Payson & Co. 0.17% Reduce -1.8% 253,895 $10.1M
Financiere des Professionnels - Fonds d'investissement inc. 0.69% Reduce -5.8% 253,775 $10.1M
Alpine Woods Capital Investors, LLC 1.77% Reduce -12.8% 218,326 $10.1M
XML Financial, LLC 0.93% Reduce -2.1% 252,456 $10.0M
Sowell Financial Services LLC 0.46% Reduce -10.4% 250,931 $10.0M
Empowered Funds, LLC 0.16% Add +10.4% 249,733 $9.9M
Calamos Wealth Management LLC 0.52% Add +714.5% 248,805 $9.9M
Westpac Banking Corp. 0.66% Add +25.7% 248,463 $9.9M
Carnegie Investment Counsel 0.29% Reduce -7.9% 248,327 $9.9M
Tufton Capital Management 1.83% Reduce -3.5% 246,233 $9.8M
Simmons Bank 0.70% Add +0.5% 244,995 $9.7M
Stockman Wealth Management, Inc. 1.51% Add +3.4% 244,219 $9.7M
Philip James Wealth Mangement, LLC 1.23% New 243,688 $9.7M
Empirical Finance, LLC 0.56% Add +2.0% 242,022 $9.6M
ExodusPoint Capital Management, LP 0.10% Reduce -62.2% 241,980 $9.6M
Florida Trust Wealth Management Co 0.31% Reduce -2.7% 241,825 $9.6M
Ingalls & Snyder LLC 0.38% Reduce -16.3% 241,708 $9.6M
Headlands Technologies LLC 1.10% Add +347.2% 241,544 $9.6M
German American Bancorp, Inc. 1.01% Add +10.3% 240,031 $9.5M
Robertson Stephens Wealth Management, LLC 0.35% Reduce -4.6% 238,660 $9.5M
GLOBALT Investments LLC / GA 0.35% Add +3.4% 238,096 $9.4M
&partners 0.18% Add +102.4% 237,001 $9.4M
Pettyjohn, Wood & White, Inc. 1.73% Reduce -0.7% 236,432 $9.4M
SouthState Bank Corp 0.65% Reduce -3.4% 236,143 $9.4M
Silicon Valley Capital Partners 1.22% Add +3.8% 235,427 $9.3M
MUFG Securities EMEA plc 0.38% Add +16519.5% 234,999 $9.3M
Pacific Global Investment Management Co. 1.68% Reduce -0.9% 234,830 $9.3M
Raymond James Trust N.A. 0.20% Add +2.9% 234,355 $9.3M
ARGA Investment Management, LP 0.31% Reduce -0.2% 234,190 $9.3M
Exchange Traded Concepts, LLC 0.22% Add +30139.3% 234,052 $9.3M
Investment Management Corp of Ontario 0.21% Add +47.7% 233,752 $9.3M
Great Lakes Retirement, Inc. 1.19% Add +4.3% 233,398 $9.3M
Goelzer Investment Management, Inc. 0.50% Add +27.3% 231,057 $9.2M
Venture Visionary Partners LLC 0.41% Reduce -4.8% 230,965 $9.2M
OneDigital Investment Advisors LLC 0.10% Reduce -1.9% 230,220 $9.1M
Johnson Investment Counsel Inc. 0.09% Add +2.7% 230,031 $9.1M
Bard Financial Services, Inc. 1.08% Reduce -7.4% 229,575 $9.1M
Global Wealth Management Investment Advisory, Inc. 1.96% Add +1.5% 229,289 $9.1M
Philadelphia Trust Co. 0.66% Reduce -6.7% 228,997 $9.1M
Access Investment Management LLC 2.72% No change 225,000 $8.9M
United Capital Financial Advisors, LLC 0.07% Add +1.2% 224,531 $8.9M
Eagle Ridge Investment Management 0.78% Reduce -0.0% 223,965 $8.9M
SpiderRock Advisors, LLC 0.19% Reduce -9.9% 223,651 $8.9M
South Dakota Investment Council 0.17% Reduce -21.5% 223,308 $8.9M
Independent Advisor Alliance 0.32% Add +5.2% 221,058 $8.8M
Davis-Rea LTD. 3.81% Reduce -0.7% 220,545 $8.8M
CENTRAL TRUST Co 0.20% Reduce -12.4% 220,480 $8.7M
Investment House LLC 0.47% Reduce -3.0% 220,392 $8.7M
Financial Avengers, Inc. 4.30% Reduce -0.5% 220,283 $8.7M
Trustmark Bank Trust Department 0.66% Add +12.6% 220,219 $8.7M
Siemens Fonds Invest GmbH 0.69% Reduce -0.9% 219,222 $8.7M
Bollard Group LLC 0.23% Reduce -2.1% 218,934 $8.7M
Contravisory Investment Management, Inc. 1.85% Add +0.1% 217,677 $8.6M
Waverly Advisors, LLC 0.16% Add +9.7% 217,319 $8.6M
First Financial Bank - Trust Division 0.79% Reduce -2.9% 217,318 $8.6M
RPG Investment Advisory, LLC 1.23% Reduce -0.6% 217,052 $8.6M
Astoria Portfolio Advisors LLC. 2.93% Reduce -2.0% 204,730 $8.6M
Orion Porfolio Solutions, LLC 0.09% Add +6.5% 216,245 $8.6M
Orion Portfolio Solutions, LLC 0.09% Add +6.5% 216,245 $8.6M
University of Texas/Texas Am Investment Management Co. 1.39% Add +65.1% 215,124 $8.5M
Brown Brothers Harriman & Co. 0.06% Reduce -7.4% 214,770 $8.5M
Maltese Capital Management LLC 1.39% Add +78.8% 214,600 $8.5M
Northwestern Mutual Investment Management Company, LLC 0.20% Reduce -1.2% 213,960 $8.5M
Edge Capital Group, LLC 0.38% Add +14.5% 213,660 $8.5M
AustralianSuper Pty Ltd 0.04% Add +36.5% 213,614 $8.5M
Beach Investment Counsel Inc. 1.05% Reduce -1.8% 213,307 $8.5M
Tower Research Capital LLC (TRC) 0.22% Reduce -50.0% 212,931 $8.4M
Schnieders Capital Management LLC 1.62% Reduce -2.2% 212,553 $8.4M
Crake Asset Management LLP 1.02% New 210,000 $8.3M
Moneta Group Investment Advisors LLC 0.12% Reduce -0.8% 209,830 $8.3M
First Trust Direct Indexing L.P. 0.45% Add +12.0% 209,488 $8.3M
AIA Group Ltd 0.21% Reduce -5.5% 208,244 $8.3M
First Citizens Bank & Trust Co. 0.18% Reduce -3.4% 208,243 $8.3M
Vontobel Holding Ltd. 0.03% Add +33.3% 207,961 $8.3M
Huntington National Bank 0.08% Reduce -4.8% 207,896 $8.2M
Laurel Wealth Advisors LLC 1.33% Reduce -2.4% 207,888 $8.2M
Udine Wealth Management, Inc. 5.82% Add +1.0% 207,838 $8.2M
North Star Investment Management Corp. 0.57% Reduce -27.8% 206,607 $8.2M
Ashton Thomas Private Wealth, LLC 0.43% Add +2.1% 205,047 $8.1M
Howe & Rusling Inc. 0.70% Reduce -1.0% 204,955 $8.1M
Onex Canada Asset Management Inc. 0.95% Reduce -8.9% 204,846 $8.1M
Praxis Investment Management Inc. 0.51% No change 204,460 $8.1M
New England Asset Management Inc. 1.32% Add +0.1% 204,405 $8.1M
LMCG Investments, LLC 0.49% Reduce -27.9% 203,385 $8.1M
BSN CAPITAL PARTNERS Ltd 1.57% New 189,999 $8.1M
Generate Investment Management Ltd 0.54% Reduce -28.5% 203,036 $8.1M
Phraction Management LLC 3.06% No change 202,581 $8.0M
Advisory Services Network, LLC 0.17% No change 201,904 $8.0M
Consolidated Investment Group LLC 1.19% No change 202,013 $8.0M
Farther Finance Advisors, LLC 0.30% Add +233.6% 201,865 $8.0M
B. Riley Wealth Advisors, Inc. 0.22% Reduce -11.7% 201,523 $8.0M
Blue Investment Partners LLC 3.28% No change 200,479 $8.0M
Kentucky Retirement Systems Insurance Trust Fund 0.55% Reduce -8.9% 199,875 $7.9M
First American Bank 0.57% Add +1.2% 199,190 $7.9M
Borer Denton & Associates, Inc. 2.69% Reduce -3.5% 198,527 $7.9M
Prime Capital Investment Advisors, LLC 0.11% Add +15.6% 197,861 $7.9M
Intact Investment Management Inc. 0.26% Add +8.1% 197,500 $7.8M
Axxcess Wealth Management, LLC 0.20% Add +7.9% 196,761 $7.8M
tru Independence LLC 2.28% Reduce -3.7% 196,699 $7.8M
Brookstone Capital Management 0.11% Add +0.1% 196,447 $7.8M
Sierra Capital LLC 0.93% No change 196,197 $7.8M
Greatmark Investment Partners, Inc. 1.05% Reduce -4.2% 195,543 $7.8M
Buffington Mohr McNeal 1.27% Add +2.4% 195,239 $7.7M
Valeo Financial Advisors, LLC 0.22% Add +0.6% 230,640 $7.7M
Tokio Marine Asset Management Co. Ltd. 0.34% Add +6.5% 193,581 $7.7M
Hennessy Advisors Inc. 0.25% Reduce -0.5% 193,300 $7.7M
QV Investors Inc. 0.68% Reduce -31.9% 193,265 $7.7M
Perigon Wealth Management, LLC 0.21% Add +1.7% 192,452 $7.6M
Pavion Blue Capital, LLC 3.56% Reduce -1.2% 192,438 $7.6M
Bridge Creek Capital Management LLC 2.30% Reduce -1.3% 192,236 $7.6M
Laird Norton Wetherby Wealth Management, LLC 0.35% Reduce -0.2% 192,150 $7.6M
River Wealth Advisors LLC 1.01% Add +2.3% 190,854 $7.6M
Fred Alger Management, LLC 0.04% Add +1.8% 190,337 $7.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.07% Add +393.7% 177,063 $7.6M
Unisphere Establishment 0.07% New 190,000 $7.5M
Caprock Group, LLC 0.27% Reduce -3.9% 188,864 $7.5M
DCM Advisors, LLC 3.73% Reduce -0.7% 186,711 $7.4M
Fagan Associates, Inc. 1.24% Add +1.2% 185,444 $7.4M
First National Trust Co 0.28% Add +0.2% 185,244 $7.4M
Searle & Co. 1.83% Reduce -21.8% 184,955 $7.3M
Level Four Advisory Services, LLC 0.31% Add +58.3% 174,794 $7.3M
Socorro Asset Management LP 2.84% Reduce -7.8% 182,046 $7.2M
Fusion Capital, LLC 3.08% Add +1.3% 181,148 $7.2M
Viking Fund Management LLC 1.16% No change 180,000 $7.1M
Fifth Third Wealth Advisors LLC 0.44% Add +24.0% 179,635 $7.1M
Fiduciary Trust Co 0.10% Add +11.8% 178,009 $7.1M
Nicholas Investment Partners, LP 0.72% No change 177,313 $7.0M
Vestcor Inc 0.22% Add +2.5% 177,009 $7.0M
Stolper Co 2.29% Reduce -0.5% 176,565 $7.0M
Laurion Capital Management LP 0.46% Add +467.0% 176,252 $7.0M
Leuthold Group, LLC 0.78% Add +16.4% 175,850 $7.0M
First Hawaiian Bank 0.22% Reduce -3.2% 174,383 $6.9M
Ritholtz Wealth Management 0.21% Reduce -8.5% 174,175 $6.9M
Wedbush Securities Inc. 0.26% Reduce -16.3% 174,111 $6.9M
Point72 Europe (London) LLP 0.58% Reduce -57.9% 173,900 $6.9M
Webster Bank, N. A. 0.73% Reduce -1.9% 173,394 $6.9M
Baldwin Wealth Partners LLC 0.47% Add +4.0% 173,030 $6.9M
Boothe Investment Group, Inc. 3.11% Add +0.8% 171,651 $6.8M
Entropy Technologies, LP 0.71% Add +53.0% 170,282 $6.8M
Roanoke Asset Management Corp./ NY 2.15% Add +0.1% 170,243 $6.8M
HUB Investment Partners, LLC 0.30% Add +1.5% 170,187 $6.8M
Harbor Island Capital LLC 3.19% Add +0.5% 170,106 $6.7M
Intrust Bank NA 0.68% Add +0.3% 170,075 $6.7M
Intech Investment Management LLC 0.08% Reduce -5.0% 169,631 $6.7M
Richard Bernstein Advisors LLC 0.14% No change 169,379 $6.7M
Ariel Investments 0.07% Reduce -1.4% 169,359 $6.7M
Plato Investment Management Ltd 0.54% Add +16.6% 169,308 $6.7M
Pallas Capital Advisors LLC 0.29% Add +21.1% 156,955 $6.7M
U.S. Capital Wealth Advisors, LLC 0.24% Reduce -8.7% 168,226 $6.7M
Red Door Wealth Management, LLC 1.11% Add +3.8% 167,431 $6.6M
Unison Asset Management LLC 3.14% Reduce -0.1% 166,718 $6.6M
Wealthspire Advisors, LLC 0.07% Add +32.7% 166,630 $6.6M
Lombard Odier Asset Management (Switzerland) SA 0.55% Reduce -3.0% 166,279 $6.6M
Lee Danner & Bass Inc. 0.46% Reduce -0.4% 166,197 $6.6M
Azimuth Capital Investment Management LLC 0.26% Reduce -2.2% 166,187 $6.6M
LGT Fund Management Co Ltd. 0.68% Add +27.2% 167,723 $6.6M
Creative Financial Designs Inc. 0.55% Add +7.6% 164,361 $6.5M
Signaturefd, LLC 0.12% Reduce -4.5% 164,278 $6.5M
R.m.sincerbeaux Capital Management LLC 4.05% Add +0.2% 164,244 $6.5M
Sumitomo Life Insurance Co. 0.13% Add +7.2% 163,026 $6.5M
ARS Wealth Advisors Group, LLC 0.79% Add +0.3% 162,988 $6.5M
Eisler Capital (US) LLC 1.19% Add +58.3% 162,600 $6.5M
Diversified Trust Co. 0.16% Add +34.8% 162,072 $6.4M
PFG Investments, LLC 0.41% Reduce -2.6% 161,916 $6.4M
SevenBridge Financial Group, LLC 1.23% Add +2.5% 139,060 $6.4M
Boyar Asset Management Inc. 4.12% Reduce -1.2% 161,449 $6.4M
Resources Management Corp. /CT/ 0.86% Reduce -2.4% 160,659 $6.4M
Thoroughbred Financial Services, LLC 0.41% Reduce -0.1% 159,986 $6.3M
Viewpoint Capital Management LLC 3.55% Add +1.2% 161,079 $6.3M
Woodstock Corp. 0.61% Add +0.5% 158,746 $6.3M
Kempner Capital Management Inc. 3.21% No change 158,088 $6.3M
United Services Automobile Association 0.16% Reduce -19.5% 158,024 $6.3M
Stratos Investment Management, LLC 0.44% Reduce -2.3% 157,969 $6.3M
Pring Turner Capital Group Inc. 3.93% Reduce -1.2% 156,774 $6.2M
Asio Capital, LLC 1.18% Reduce -6.7% 156,621 $6.2M
Jacobi Capital Management LLC 0.47% Reduce -1.8% 155,603 $6.2M
Gibraltar Capital Management, Inc. 2.77% Reduce -2.5% 155,387 $6.2M
Northeast Investment Management 0.28% Reduce -1.2% 155,026 $6.2M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.67% Add +0.9% 154,707 $6.1M
Fulton Bank, N.A. 0.23% Reduce -3.4% 154,212 $6.1M
Hoey Investments, Inc. 1.17% No change 153,476 $6.1M
Kintegral Advisory, LLC 0.56% Reduce -1.3% 152,489 $6.1M
HighPoint Advisor Group LLC 0.35% Reduce -25.5% 151,728 $6.0M
Icon Wealth Advisors, LLC 0.50% Reduce -4.6% 150,661 $6.0M
Harvest Portfolios Group Inc. 0.20% Reduce -2.8% 149,870 $5.9M
Shikiar Asset Management Inc. 1.72% Reduce -7.7% 149,780 $5.9M
Patton Albertson Miller Group, LLC 0.81% Reduce -2.5% 149,429 $5.9M
Martingale Asset Management L P 0.14% Add +1465.8% 149,412 $5.9M
Greenleaf Trust 0.05% Reduce -0.3% 149,184 $5.9M
Atom Investors LP 0.61% Reduce -54.8% 147,863 $5.9M
Lynch & Associates 1.23% Add +0.6% 146,957 $5.8M
Apollon Wealth Management, LLC 0.16% Reduce -2.6% 146,302 $5.8M
Harbor Capital Advisors, Inc. 0.25% Add +1.3% 146,204 $5.8M
Forvis Mazars Wealth Advisors, LLC 0.13% Add +4.0% 145,091 $5.8M
Boston Common Asset Management, LLC 0.15% Add +143.0% 144,980 $5.8M
Aldebaran Capital, LLC 5.26% Reduce -0.2% 144,921 $5.8M
Gotham Asset Management 0.06% Add +6.3% 144,544 $5.7M
Inlet Private Wealth, LLC 1.45% Reduce -0.6% 144,113 $5.7M
Means Investment Co., Inc. 0.63% Add +0.3% 143,969 $5.7M
Compound Planning, Inc. 0.36% Add +11.4% 143,888 $5.7M
Ballentine Partners, LLC 0.10% Add +3.2% 142,909 $5.7M
Baugh & Associates, LLC 2.92% Add +6.2% 150,272 $5.7M
TD Private Client Wealth LLC 0.16% Add +5.5% 142,540 $5.7M
First Washington CORP 2.23% Reduce -11.9% 141,764 $5.6M
Stamos Capital Partners, L.P. 1.32% Reduce -6.9% 141,160 $5.6M
Employees Retirement System of Texas 0.06% Add +50.9% 140,575 $5.6M
Bleakley Financial Group, LLC 0.17% Reduce -6.0% 139,728 $5.5M
Summit Trail Advisors, LLC 0.14% Add +1.1% 139,480 $5.5M
Whalerock Point Partners, LLC 1.36% Reduce -0.3% 139,205 $5.5M
Courier Capital LLC 0.38% Reduce -2.4% 138,372 $5.5M
McGinn Penninger Investment Management, Inc. 3.64% Reduce -0.1% 137,949 $5.5M
Focused Wealth Management, Inc 0.74% Reduce -1.3% 137,565 $5.5M
DRW Securities, LLC 0.30% Reduce -31.1% 136,562 $5.4M
WINTON GROUP Ltd 0.38% New 136,029 $5.4M
Manatuck Hill Partners, LLC 2.04% No change 135,637 $5.4M
IHT Wealth Management, LLC 0.15% Add +5.4% 134,848 $5.3M
Ameritas Investment Partners, Inc. 0.17% Reduce -17.5% 134,671 $5.3M
L2 Asset Management, LLC 1.44% Add +14.8% 133,163 $5.3M
Meiji Yasuda Asset Management Co Ltd. 0.20% Reduce -8.7% 133,147 $5.3M
Montgomery Investment Management Inc. 1.90% No change 132,332 $5.3M
Blue Trust, Inc. 0.07% Add +33.5% 131,769 $5.2M
Wilmington Savings Fund Society, FSB 0.09% Add +393.0% 131,991 $5.2M
CW Advisors, LLC 0.07% Add +37.1% 131,776 $5.2M
Avior Wealth Management, LLC 0.21% Add +20.9% 131,312 $5.2M
Advisors Asset Management, Inc. 0.10% Reduce -14.2% 131,297 $5.2M
Rothschild Investment LLC 0.34% Reduce -2.4% 130,489 $5.2M
Ascent Group, LLC 0.39% Add +17.0% 130,483 $5.2M
Essex Financial Services, Inc. 0.37% Reduce -8.2% 122,354 $5.2M
GHP Investment Advisors, Inc. 0.24% Add +1.9% 130,349 $5.2M
Community Bank of Raymore 3.90% Reduce -17.3% 130,193 $5.2M
Sit Investment Associates Inc. 0.12% Add +354.6% 129,996 $5.2M
Asset Planning Services Inc. /La/ 2.54% Reduce -1.7% 129,460 $5.1M
Park Avenue Securities LLC 0.06% Add +22.7% 128,873 $5.1M
Cary Street Partners Investment Advisory LLC 0.19% Reduce -13.9% 128,835 $5.1M
Hudson Capital Management LLC 1.69% Reduce -0.7% 128,452 $5.1M
Mandatum Life Insurance Co Ltd 1.56% No change 128,110 $5.1M
Patrick M Sweeney & Associates, Inc. 3.70% Reduce -1.6% 126,801 $5.0M
Aigen Investment Management, LP 0.98% New 126,426 $5.0M
Bretton Capital Management, LLC 4.77% — 126,000 $5.0M
Rwa Wealth Partners, LLC 0.06% Add +12.2% 125,797 $5.0M
Signet Financial Management, LLC 0.63% Reduce -0.3% 124,904 $5.0M
Legacy Private Trust Co. 0.33% Add +3.9% 124,105 $4.9M
Clearstead Advisors, LLC 0.08% Reduce -0.3% 124,045 $4.9M
Greenwood Capital Associates LLC 0.64% Add +4.8% 123,267 $4.9M
Moors & Cabot, Inc. 0.24% Reduce -4.1% 123,210 $4.9M
Capital Insight Partners, LLC 0.85% Reduce -0.7% 122,900 $4.9M
Horizon Investments, LLC 0.13% Reduce -7.8% 122,669 $4.9M
Altrius Capital Management Inc 1.21% Reduce -1.3% 121,801 $4.8M
Americana Partners, LLC 0.33% Reduce -1.9% 121,136 $4.8M
Snowden Capital Advisors LLC 0.14% Reduce -1.0% 120,875 $4.8M
Arrow Financial Corp 0.44% Add +1.5% 120,685 $4.8M
Bedell Frazier Investment Counselling, LLC 1.14% Add +0.5% 120,319 $4.8M
Smith Salley Wealth Management 0.31% Add +11.4% 120,186 $4.8M
Graybill Wealth Management, LTD. 1.76% Add +1.3% 119,841 $4.8M
SOL Capital Management CO 0.53% Reduce -1.6% 119,702 $4.8M
Consolidated Capital Management, LLC 2.07% Add +1.9% 119,657 $4.7M
Rockland Trust Co. 0.23% Add +0.3% 119,639 $4.7M
ABN AMRO Bank N.V. 0.07% Add +226.4% 120,520 $4.7M
DCF Advisers, LLC 2.47% Reduce -4.7% 119,500 $4.7M
Parsons Capital Management Inc. 0.30% Add +10.4% 119,169 $4.7M
Portfolio Design Labs, LLC 1.32% Add +11.5% 118,987 $4.7M
Concentric Wealth Management, LLC 1.15% Reduce -0.2% 118,740 $4.7M
XTX Topco Ltd 0.34% Add +11.4% 118,429 $4.7M
Hardin Capital Partners, LLC 2.66% Reduce -4.0% 117,625 $4.7M
Community Financial Services Group, LLC 0.95% Add +1.0% 117,524 $4.7M
California First Leasing Corp. 2.03% No change 117,500 $4.7M
World Investment Advisors 0.15% Add +86.7% 116,951 $4.6M
Equitable Holdings, Inc. 0.04% Add +1.6% 116,898 $4.6M
Carret Asset Management, LLC 0.50% Reduce -3.8% 116,650 $4.6M
Profund Advisors LLC 0.17% Add +14.2% 116,454 $4.6M
Avantax Planning Partners, Inc. 0.17% Reduce -27.4% 116,315 $4.6M
Meeder Advisory Services, Inc. 0.30% Reduce -5.6% 116,189 $4.6M
Sompo Asset Management Co., Ltd. 0.72% Add +1.0% 115,900 $4.6M
Boit C F David 2.27% Reduce -1.0% 117,198 $4.6M
Penobscot Investment Management Company, Inc. 0.41% Reduce -4.3% 115,474 $4.6M
Principle Wealth Partners LLC 0.32% Reduce -1.3% 115,054 $4.6M
Coldstream Capital Management Inc. 0.10% Add +10.8% 113,286 $4.6M
International Assets Investment Management, LLC 0.37% Add +374.8% 591,500 $4.5M
Knightsbridge Asset Management, LLC 1.03% Reduce -0.1% 114,448 $4.5M
Dynamic Advisor Solutions LLC 0.14% Reduce -4.0% 114,371 $4.5M
Alpha DNA Investment Management LLC 2.48% Add +56.0% 114,363 $4.5M
Mission Wealth Management, LP 0.11% Add +20.2% 114,016 $4.5M
Bar Harbor Wealth Management 0.29% Reduce -1.8% 113,998 $4.5M
CWA Asset Management Group, LLC 0.24% — 113,493 $4.5M
Chesley Taft & Associates LLC 0.21% Reduce -2.1% 113,227 $4.5M
Shilanski & Associates, Inc. 1.46% Reduce -0.8% 113,022 $4.5M
Twin Capital Management Inc. 0.51% Reduce -29.2% 112,975 $4.5M
Pitcairn Co. 0.26% Reduce -5.8% 112,721 $4.5M
Insigneo Advisory Services, LLC 0.45% Reduce -2.4% 112,700 $4.5M
Arkadios Wealth Advisors 0.25% Add +3.9% 112,464 $4.5M
Asset Management Advisors, LLC 3.11% Reduce -1.1% 112,395 $4.5M
Kingsview Wealth Management, LLC 0.09% Add +10.8% 112,261 $4.5M
Letson Investment Management, Inc. 1.74% Add +1.3% 111,563 $4.4M
Canandaigua National Bank & Trust Co. 0.42% Add +2.4% 111,346 $4.4M
Vestor Capital, LLC 0.34% Reduce -68.5% 110,431 $4.4M
Kingswood Wealth Advisors, LLC 0.31% Reduce -3.2% 110,015 $4.4M
River Global Investors LLP 0.94% Add +4.5% 109,836 $4.4M
Woodmont Investment Counsel LLC 0.33% Reduce -0.7% 109,599 $4.3M
Oliver Luxxe Assets LLC 0.78% Reduce -0.3% 109,456 $4.3M
Trust Co. of Vermont 0.22% Reduce -3.0% 109,179 $4.3M
Ables, Iannone, Moore & Associates, Inc. 2.79% Reduce -0.8% 108,934 $4.3M
Whittier Trust Co. of Nevada Inc. 0.11% Add +36.5% 108,617 $4.3M
Scott & Selber, Inc. 1.34% Reduce -0.4% 108,469 $4.3M
Parallel Advisors, LLC 0.10% Add +5.6% 108,416 $4.3M
Benjamin Edwards Inc. 0.06% Add +3007.7% 108,148 $4.3M
J.W. Cole Advisors, Inc. 0.18% Add +1.3% 107,603 $4.3M
First Manhattan Co. Llc. 0.01% Reduce -9.7% 107,098 $4.2M
Fiduciary Group, LLC 0.43% Reduce -2.4% 106,832 $4.2M
Sigma Planning Corp 0.13% Reduce -3.4% 106,686 $4.2M
Neumann Capital Management, LLC 1.41% Reduce -4.0% 106,653 $4.2M
Sykon Capital LLC 1.49% No change 106,577 $4.2M
Glass Wealth Management Co LLC 2.33% Reduce -1.2% 106,217 $4.2M
Capital Analysts, LLC 0.17% Add +8.7% 106,206 $4.2M
Mgo One Seven LLC 0.18% Reduce -3.5% 106,171 $4.2M
Game Creek Capital, LP 2.27% Reduce -4.9% 106,000 $4.2M
Stieven Capital Advisors, L.P. 0.79% Reduce -0.9% 105,837 $4.2M
Chemung Canal Trust Co. 0.85% Reduce -4.3% 105,442 $4.2M
Diversify Advisory Services, LLC 0.22% Reduce -8.2% 98,757 $4.2M
DoubleLine ETF Adviser LP 1.02% Reduce -8.1% 105,034 $4.2M
WCG Wealth Advisors LLC 0.28% Add +55.2% 103,944 $4.1M
KG Capital Management 1.33% Add +10.0% 103,815 $4.1M
CreativeOne Wealth, LLC 0.14% Add +1.6% 103,701 $4.1M
CHICAGO TRUST Co NA 0.74% Reduce -2.7% 103,252 $4.1M
Harbor Investment Advisory, LLC 0.40% Reduce -0.8% 103,076 $4.1M
Chemistry Wealth Management LLC 0.98% Reduce -6.3% 102,880 $4.1M
Paradigm Asset Management Co. LLC 1.07% No change 102,825 $4.1M
Ironsides Asset Advisors, LLC 1.18% Add +0.1% 102,305 $4.1M
Family Manage LLC 0.67% Add +3.8% 102,097 $4.1M
Harvey Capital Management Inc. 1.01% Reduce -35.0% 101,900 $4.0M
Silvant Capital Management LLC 0.18% Reduce -10.6% 101,660 $4.0M
Icon Advisers Inc. 0.88% No change 101,590 $4.0M
Mengis Capital Management, Inc. 0.79% Reduce -4.2% 101,217 $4.0M
Hodges Capital Management Inc. 0.26% Reduce -7.7% 101,111 $4.0M
Weinberger Asset Management, Inc 1.71% Reduce -1.3% 100,986 $4.0M
Cantor Fitzgerald Investment Advisors L.P. 0.27% Add +0.3% 100,835 $4.0M
Abbot Financial Management, Inc. 2.01% Add +0.9% 100,780 $4.0M
Merit Financial Group, LLC 0.09% Reduce -14.9% 100,504 $4.0M
Hilton Capital Management, LLC 0.31% New 100,401 $4.0M
Capital Investment Advisory Services, LLC 0.37% Add +1.4% 99,627 $4.0M
apricus wealth, LLC 2.60% Reduce -5.9% 99,535 $3.9M
NorthRock Partners, LLC 0.13% Add +2.0% 99,533 $3.9M
Lazari Capital Management, Inc. 1.68% Reduce -5.2% 99,245 $3.9M
Check Capital Management Inc. 0.28% Reduce -2.7% 99,081 $3.9M
Winning Points Advisors, LLC 7.44% — 142,580 $3.9M
Pacifica Partners Inc. 1.62% Reduce -0.4% 98,715 $3.9M
Gleason Group, Inc. 0.72% Reduce -1.1% 98,434 $3.9M
Qtron Investments LLC 0.53% Add +9.8% 98,409 $3.9M
Gables Capital Management Inc. 1.97% Reduce -1.7% 98,292 $3.9M
Plancorp, LLC 0.16% Reduce -0.5% 97,821 $3.9M
Orange Investment Advisors, Inc. 0.43% Reduce -39.5% 97,736 $3.9M
Mutual Advisors, LLC 0.11% Reduce -0.8% 90,902 $3.9M
Procyon Advisors, LLC 0.27% Add +0.8% 97,624 $3.9M
Glassy Mountain Advisors, Inc. 1.36% Add +3.7% 97,494 $3.9M
Principal Securities, Inc. 0.09% Add +15.6% 96,930 $3.8M
NewEdge Wealth, LLC 0.07% Add +17.0% 96,557 $3.8M
Belmont Capital, LLC 0.64% Reduce -1.9% 96,434 $3.8M
Whittier Trust Co. 0.05% Reduce 0.0% 96,090 $3.8M
St. Johns Investment Management Company, LLC 1.79% Reduce -3.3% 96,077 $3.8M
Princeton Global Asset Management LLC 0.74% Add +2.9% 95,991 $3.8M
Moody National Bank Trust Division 0.41% Add +17.1% 95,991 $3.8M
1ST Source Bank 0.21% Reduce -0.5% 95,654 $3.8M
Front Street Capital Management, Inc. 0.61% Reduce -12.7% 95,609 $3.8M
Patten & Patten Inc. 0.25% Reduce -8.3% 95,316 $3.8M
Group One Trading LLC 0.15% Reduce -31.2% 95,235 $3.8M
Joel Isaacson & Co., LLC 0.18% Reduce -14.3% 94,676 $3.8M
Independent Financial Group, LLC 0.14% Reduce -7.2% 94,647 $3.8M
FineMark National Bank & Trust 0.13% Reduce -3.6% 94,605 $3.8M
Integrated Advisors Network LLC 0.18% Add +5.8% 94,451 $3.7M
Capital Investment Counsel, Inc 0.54% Reduce -2.6% 94,375 $3.7M
GAMMA Investing LLC 0.37% Add +14.5% 94,287 $3.7M
Marco Investment Management LLC 0.32% No change 93,669 $3.7M
S&co Inc. 0.24% Reduce -0.5% 93,652 $3.7M
Forum Financial Management, LP 0.06% Reduce -1.4% 93,580 $3.7M
Global Retirement Partners, LLC 0.11% Reduce -8.8% 93,115 $3.7M
Long Focus Capital Management, LLC 0.33% No change 93,000 $3.7M
Point72 Hong Kong Ltd 0.27% Add +1930.7% 92,823 $3.7M
Focus Partners Advisor Solutions, LLC 0.08% Add +2.6% 92,790 $3.7M
RNC Capital Management LLC 0.20% No change 92,445 $3.7M
Williams Jones Wealth Management, LLC. 0.04% Reduce -3.1% 92,534 $3.7M
TCW Group Inc. 0.03% Reduce -3.1% 92,293 $3.7M
Brick & Kyle, Associates 1.58% Add +7.8% 92,977 $3.7M
Embree Financial Group 0.65% Reduce -0.3% 92,179 $3.7M
Verdence Capital Advisors LLC 0.29% Reduce -2.9% 91,377 $3.6M
Meridian Investment Counsel Inc. 1.09% Reduce -3.8% 91,091 $3.6M
Bank of New Hampshire 0.90% Add +0.1% 90,867 $3.6M
Argyle Capital Management, LLC 1.43% Reduce -8.4% 90,759 $3.6M
Argent Financial Group, Inc. 0.43% — 90,661 $3.6M
Lyell Wealth Management, LP 0.33% Reduce -13.9% 90,618 $3.6M
Cidel Asset Management Inc. 0.25% Reduce -3.8% 90,482 $3.6M
Magnetar Financial LLC 0.09% New 90,227 $3.6M
Gold Investment Management Ltd. 1.50% Reduce -3.3% 90,628 $3.6M
Iowa State Bank 0.74% Add +26.3% 90,187 $3.6M
Cadence Bank 0.25% Reduce -3.4% 90,026 $3.6M
EULAV Asset Management 0.09% Reduce -18.2% 90,000 $3.6M
Park National Corp. 0.12% Reduce -5.8% 89,877 $3.6M
Norden Group LLC 0.42% Add +76.3% 89,621 $3.6M
Sterling Capital Management LLC 0.05% — 89,421 $3.5M
ProVise Management Group, LLC 0.28% Add +1.9% 89,325 $3.5M
Kornitzer Capital Management Inc. 0.07% Reduce -8.2% 89,310 $3.5M
Trivant Custom Portfolio Group, LLC 2.04% Add +4.2% 89,056 $3.5M
Hancock Whitney Corp. 0.11% Reduce -1.7% 88,943 $3.5M
Hollencrest Capital Management 0.14% Add +1.1% 88,445 $3.5M
Meitav Investment House Ltd. 0.06% Add +14.0% 87,281 $3.5M
Fayez Sarofim & Co 0.01% Reduce -24.2% 87,992 $3.5M
Evercore Wealth Management, LLC 0.05% Reduce -0.9% 87,918 $3.5M
American Assets Inc. 1.14% No change 87,500 $3.5M
CMT Capital Markets Trading GmbH 1.58% Add +4.9% 87,400 $3.5M
Banco de Sabadell, S.A 2.60% Add +1.3% 87,429 $3.5M
Convergence Investment Partners, LLC 0.93% Add +4.9% 87,316 $3.5M
Plimoth Trust Co. LLC 0.87% Reduce -4.2% 87,230 $3.5M
Ami Investment Management Inc. 1.17% Reduce -1.4% 87,147 $3.5M
Capital Asset Advisory Services LLC 0.17% Add +0.0% 86,397 $3.4M
NJ State Employees Deferred Compensation Plan 0.41% No change 86,582 $3.4M
Anchor Investment Management, LLC 0.32% Reduce -14.2% 86,347 $3.4M
Graypoint LLC 0.22% Add +1.6% 86,021 $3.4M
Wright Investors Service Inc. 0.89% Reduce -0.3% 85,853 $3.4M
Dorsey & Whitney Trust CO LLC 0.18% Reduce -0.8% 85,677 $3.4M
Delta Capital Management LLC 1.98% Reduce -0.1% 85,230 $3.4M
Kerrisdale Advisers, LLC 1.15% Reduce -37.1% 85,129 $3.4M
Beaumont Financial Advisors, LLC 0.26% Reduce -0.6% 84,999 $3.4M
David J Yvars Group 2.08% Reduce -17.0% 84,820 $3.4M
Quadrant Capital Group LLC 0.23% Reduce -1.4% 84,707 $3.4M
Mount Vernon Associates Inc. 2.66% Add +3.6% 84,219 $3.3M
Financial Counselors Inc. 0.05% Add +41.3% 84,013 $3.3M
Brighton Jones LLC 0.12% Reduce -6.8% 83,729 $3.3M
Beacon Investment Advisors LLC 1.57% Add +0.1% 83,715 $3.3M
Birmingham Capital Management Co. Inc. 1.21% No change 83,700 $3.3M
Twinbeech Capital LP 0.06% Reduce -89.7% 83,690 $3.3M
Klingenstein Fields & Co. LP 0.13% Reduce -0.4% 83,460 $3.3M
Beaton Management Co. Inc. 1.66% No change 82,759 $3.3M
Culbertson A N & Co. Inc. 0.53% Reduce -0.2% 82,677 $3.3M
Legacy Wealth Management, LLC / MS 1.20% No change 82,345 $3.3M
Modera Wealth Management, LLC 0.04% Reduce -0.4% 82,254 $3.3M
Cohen Investment Advisors LLC 1.99% Add +12.3% 82,204 $3.3M
Capital Group Investment Management Pte. LTD. 0.66% Add +2.5% 82,131 $3.3M
Affinity Investment Advisors, LLC 2.24% Reduce -1.3% 82,095 $3.3M
Wealth Alliance Advisory Group, LLC 0.68% Reduce -0.9% 81,999 $3.3M
Western Wealth Management, LLC 0.19% Add +0.3% 81,944 $3.3M
Private Trust Co. NA 0.33% Add +4.0% 81,881 $3.2M
Gladstone Institutional Advisory LLC 0.16% Add +68.4% 81,775 $3.2M
Callan Family Office, LLC 0.54% New 81,518 $3.2M
ArrowMark Colorado Holdings LLC 0.04% Reduce -5.8% 81,350 $3.2M
Roundview Capital LLC 0.23% Add +0.1% 80,826 $3.2M
Grove Bank & Trust 0.47% Add +14.0% 80,737 $3.2M
Institute for Wealth Management, LLC. 0.40% Reduce -1.4% 80,342 $3.2M
Trust Asset Management LLC 0.25% Reduce -3.1% 79,939 $3.2M
Peddock Capital Advisors, LLC 0.76% Add +1.6% 79,212 $3.1M
Citizens Business Bank 0.63% Reduce -0.9% 79,127 $3.1M
Parcion Private Wealth LLC 0.26% Reduce -0.4% 78,580 $3.1M
Sheaff Brock Investment Advisors, LLC 0.27% Reduce -14.6% 78,261 $3.1M
Raab & Moskowitz Asset Management LLC 0.78% Add +1.7% 78,067 $3.1M
Hamilton Capital Partners Inc. 0.27% Add +5.9% 78,009 $3.1M
Meridian Wealth Advisors, LLC 0.52% Add +2.9% 77,707 $3.1M
Avity Investment Management Inc. 0.24% Add +10.0% 77,525 $3.1M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +15.4% 77,155 $3.1M
Advisors Capital Management, LLC 0.05% Add +5.6% 76,595 $3.0M
Skylands Capital, LLC 0.41% Reduce -7.1% 76,525 $3.0M
Processus Wealth & Capital Management, LLC 2.50% Reduce -9.8% 76,437 $3.0M
Ironvine Capital Partners, LLC 0.32% No change 76,179 $3.0M
Lakewood Asset Management LLC 2.06% Reduce -10.1% 76,007 $3.0M
Guardian Investment Management 2.59% Reduce -44.6% 75,868 $3.0M
Colonial Trust Advisors 0.26% Add +9.8% 75,731 $3.0M
Triangle Securities Wealth Management 0.78% Reduce -3.1% 75,723 $3.0M
Harbour Capital Advisors, LLC 0.69% Add +1.9% 74,702 $3.0M
Bayesian Capital Management, LP 0.35% Reduce -37.0% 75,600 $3.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.08% Add +7.1% 75,403 $3.0M
Davis Investment Partners, LLC 1.25% Reduce -5.1% 76,243 $3.0M
Brookmont Capital Management 1.53% Reduce -2.9% 75,164 $3.0M
Silvercrest Asset Management Group LLC 0.02% Reduce -0.1% 75,044 $3.0M
Stoneridge Investment Partners LLC 1.10% New 74,777 $3.0M
Shorepoint Capital Partners LLC 0.68% Reduce -2.3% 74,760 $3.0M
Aster Capital Management (DIFC) Ltd 0.64% — 74,710 $3.0M
F/m Investments LLC 0.09% Reduce -29.9% 74,366 $3.0M
Y-Intercept (Hong Kong) Ltd 0.18% Reduce -10.8% 74,136 $2.9M
Supplemental Annuity Collective Trust of NJ 0.87% No change 74,000 $2.9M
Charter Research & Investment Group, Inc. 2.16% Add +4.0% 73,784 $2.9M
Carolinas Wealth Consulting LLC 0.53% Add +9.4% 73,752 $2.9M
Mystic Asset Management, Inc. 1.10% Reduce -3.3% 73,710 $2.9M
Checchi Capital Advisers, LLC 0.22% Add +2.5% 73,683 $2.9M
Wittenberg Investment Management, Inc. 0.95% Reduce -29.6% 73,664 $2.9M
Van Den Berg Management I, Inc. 0.85% Reduce -61.9% 73,618 $2.9M
Alkeme Wealth, LLC 1.29% Reduce -0.2% 73,282 $2.9M
Beacon Bank & Trust 0.68% Reduce -2.3% 73,048 $2.9M
Mattson Financial Services, LLC 1.03% Reduce -0.7% 72,462 $2.9M
Holderness Investments Co. 0.63% Reduce -1.3% 72,555 $2.9M
Nwam LLC 0.18% New 72,428 $2.9M
NBT Bank, N.A. 0.19% Reduce -7.5% 72,350 $2.9M
Tower Bridge Advisors 0.30% Reduce -4.5% 72,344 $2.9M
Prosperity Consulting Group, LLC 0.22% Add +36.2% 72,238 $2.9M
Columbia Bank 1.05% Reduce -3.4% 72,065 $2.9M
Tritonpoint Wealth, LLC 0.26% Reduce -5.5% 72,568 $2.9M
BDF-Gestion 0.31% No change 359,065 $2.9M
FAS Wealth Partners, Inc. 0.23% Add +0.5% 71,648 $2.8M
Old West Investment Management, LLC 1.10% No change 71,534 $2.8M
Stonebridge Capital Advisors LLC 0.23% Reduce -1.3% 71,397 $2.8M
Sciencast Management LP 0.84% New 71,183 $2.8M
Lodestone Wealth Management LLC 1.41% Add +0.1% 71,139 $2.8M
Cullinan Associates Inc. 0.16% Add +20.4% 67,325 $2.8M
Burton Enright Welch 0.60% Reduce -2.7% 70,641 $2.8M
HBK Sorce Advisory LLC 0.09% Reduce -8.5% 70,428 $2.8M
Cigna Investments Inc. 0.50% Reduce -0.9% 70,423 $2.8M
Pinnacle Wealth Management Advisory Group, LLC 0.27% Reduce -2.1% 70,333 $2.8M
Jaffetilchin Investment Partners, LLC 0.21% Reduce -0.9% 70,224 $2.8M
Sound View Wealth Advisors Group, LLC 0.23% Add +7.9% 70,185 $2.8M
SS&H Financial Advisors, Inc. 1.01% No change 69,808 $2.8M
Massachusetts Wealth Management 1.74% Reduce -2.7% 69,662 $2.8M
Lombard Odier Asset Management (Europe) Ltd 0.18% Add +0.9% 69,281 $2.7M
Commerzbank Aktiengesellschaft 0.07% Add +7.0% 69,246 $2.7M
Qsemble Capital Management, LP 0.50% Add +64.7% 69,094 $2.7M
Asset Dedication, LLC 0.18% Reduce -23.8% 69,026 $2.7M
Spire Wealth Management 0.09% Add +0.2% 68,855 $2.7M
Dynamic Technology Lab Private Ltd 0.29% New 68,628 $2.7M
Interval Partners, LP 0.08% Reduce -90.3% 68,413 $2.7M
Transcend Capital Advisors, LLC 0.18% Reduce -2.4% 68,408 $2.7M
Bank Ozk 1.12% Add +1.1% 68,385 $2.7M
Stock Yards Bank & Trust Co. 0.09% Reduce -12.7% 68,379 $2.7M
Caldwell Trust Co 0.28% Reduce -0.3% 68,306 $2.7M
Independent Solutions Wealth Management, LLC 0.61% Reduce -3.2% 68,147 $2.7M
Naviter Wealth, LLC 0.37% Reduce -5.2% 67,748 $2.7M
AlphaCore Capital LLC 0.61% Add +0.0% 67,669 $2.7M
Ascentis Independent Advisors 0.42% Add +7.4% 67,658 $2.7M
Systematic Alpha Investments, LLC 0.10% No change 67,508 $2.7M
Slagle Financial, LLC 1.19% Add +7.7% 67,416 $2.7M
ZWJ Investment Counsel Inc. 0.11% Reduce -6.6% 67,321 $2.7M
Diligent Investors, LLC 0.62% Reduce -1.6% 67,219 $2.7M
Cetera Trust Company, N.A 1.63% Reduce -3.0% 67,218 $2.7M
Country Club Bank 0.18% Reduce -6.5% 67,631 $2.7M
MainStreet Investment Advisors LLC 0.35% Reduce -28.9% 67,077 $2.7M
Old National Bancorp 0.06% Add +7.8% 66,416 $2.6M
Boston Financial Mangement LLC 0.08% Reduce -53.3% 66,006 $2.6M
9258 Wealth Management, LLC 0.39% Add +0.5% 65,825 $2.6M
Gilliland Jeter Wealth Management LLC 0.84% Add +0.0% 65,737 $2.6M
Stratos Wealth Advisors, LLC 0.12% Add +0.1% 65,626 $2.6M
Constant Guidance Financial LLC 2.18% Add +18.7% 64,748 $2.6M
Aull & Monroe Investment Management Corp 1.19% Reduce -2.3% 64,720 $2.6M
Compton Wealth Advisory Group, LLC 0.65% Reduce -8.9% 64,466 $2.6M
Ethic Inc. 0.06% Reduce -23.9% 67,340 $2.6M
GeoWealth Management, LLC 0.09% Reduce -9.3% 64,147 $2.5M
Watts Gwilliam & Co., LLC 0.55% — 62,616 $2.5M
Frank, Rimerman Advisors LLC 0.18% Reduce -7.3% 62,678 $2.5M
Cornerstone Wealth Management, LLC 0.17% Reduce -0.8% 62,556 $2.5M
Centaurus Financial, Inc. 0.16% Add +35.0% 62,365 $2.5M
Wealthcare Advisory Partners LLC 0.07% Reduce -6.5% 61,859 $2.5M
Bartlett & Co. Wealth Management LLC 0.04% Reduce -1.1% 61,824 $2.5M
Harel Insurance Investments & Financial Services Ltd. 0.04% Add +24.9% 61,822 $2.5M
SteelPeak Wealth, LLC 0.11% Add +13.6% 61,811 $2.5M
Carson Advisory Inc. 1.54% Reduce -0.5% 61,773 $2.5M
Cobblestone Capital Advisors LLC 0.14% Reduce -2.6% 61,588 $2.4M
First City Capital Management, Inc. 1.26% Add +8.1% 61,582 $2.4M
Clarius Group, LLC 0.17% Add +1.1% 61,916 $2.4M
Schechter Investment Advisors, LLC 0.18% Reduce -1.3% 61,342 $2.4M
Koshinski Asset Management, Inc. 0.21% Reduce -2.1% 61,045 $2.4M
Baker Avenue Asset Management, LP 0.08% Add +125.8% 61,002 $2.4M
Morningstar Investment Management LLC 0.24% Reduce -42.3% 57,515 $2.4M
Barometer Capital Management Inc. 0.69% Add +12.5% 60,700 $2.4M
Y.D. More Investments Ltd 0.25% Reduce -16.2% 60,553 $2.4M
Granite Harbor Advisors, Inc. 1.42% Add +0.5% 60,522 $2.4M
Formidable Asset Management, LLC 0.38% Reduce -20.3% 60,513 $2.4M
Claro Advisors Inc. 0.31% Add +43.9% 60,312 $2.4M
Bison Wealth, LLC 0.38% Reduce -29.9% 60,057 $2.4M
Empire Financial Management Company, LLC 0.73% Reduce -1.6% 59,948 $2.4M
Latash Investments, LLC 2.19% Reduce -45.5% 59,894 $2.4M
American State Bank (Iowa) 1.44% Reduce -0.2% 59,880 $2.4M
Studio Investment Management LLC 0.50% Reduce -5.8% 59,800 $2.4M
Lake Street Advisors Group, LLC 0.11% Add +2.9% 59,667 $2.4M
Sargent Investment Group, LLC 0.42% Add +13.9% 59,601 $2.4M
Newman Dignan & Sheerar, Inc. 0.57% Reduce -2.6% 55,347 $2.4M
Syon Capital LLC 0.21% Add +1.9% 59,241 $2.4M
First Business Financial Services, Inc. 0.24% Add +5.5% 59,232 $2.4M
Berkeley Capital Partners, LLC 0.67% Add +5.7% 59,180 $2.3M
Thomasville National Bank 0.17% No change 59,074 $2.3M
Hexagon Capital Partners LLC 0.46% Add +6.3% 59,056 $2.3M
Wedmont Private Capital 0.13% Reduce -1.1% 58,524 $2.3M
World Equity Group, Inc. 0.84% Reduce -34.2% 58,911 $2.3M
Vision Capital Management, Inc. 0.33% Add +1.1% 58,907 $2.3M
Family Legacy, Inc. 0.78% Add +2.7% 58,837 $2.3M
Diversify Wealth Management, LLC 0.22% Reduce -0.8% 54,868 $2.3M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -93.7% 58,508 $2.3M
Quadcap Wealth Management, LLC 0.36% Reduce -12.2% 57,953 $2.3M
Perpetual Ltd 0.02% Reduce -28.6% 57,834 $2.3M
Alaska Permanent Fund Corp 0.03% No change 57,832 $2.3M
Lindbrook Capital, LLC 0.20% Reduce -1.8% 57,668 $2.3M
Viawealth, LLC 1.33% Add +1.1% 57,580 $2.3M
Anson Funds Management LP 0.33% New 57,500 $2.3M
MBB Public Markets I LLC 0.19% Reduce -93.9% 57,470 $2.3M
Gratus Wealth Advisors, LLC 0.37% Add +18.4% 56,982 $2.3M
Poehling Capital Management, INC. 0.58% No change 57,255 $2.3M
Bryn Mawr Trust Advisors, LLC 0.12% Reduce -0.6% 57,219 $2.3M
W1M Asset Management Ltd 0.18% Add +0.2% 57,115 $2.3M
Focus Financial Network, Inc. 0.09% Reduce -1.1% 56,984 $2.3M
Wrapmanager Inc. 0.58% Reduce -0.5% 56,946 $2.3M
AdvisorNet Financial, Inc 0.17% Add +1.4% 56,812 $2.3M
Tyler-Stone Wealth Management 0.42% Add +104.9% 56,579 $2.2M
Waldron Private Wealth LLC 0.09% Add +8.4% 56,535 $2.2M
Piscataqua Savings Bank 1.90% Reduce -1.5% 56,505 $2.2M
SeaCrest Wealth Management, LLC 0.24% Reduce -2.9% 56,325 $2.2M
HCR Wealth Advisors 0.29% Add +4.8% 56,185 $2.2M
Smith Shellnut Wilson LLC 1.01% No change 56,120 $2.2M
Lafayette Investments, Inc. 0.47% Reduce -0.8% 56,054 $2.2M
Mayflower Financial Advisors, LLC 0.34% Reduce -81.0% 56,013 $2.2M
Choate Investment Advisors 0.06% Reduce -7.3% 55,977 $2.2M
Horizon Investment Services, LLC 0.94% New 55,684 $2.2M
Daymark Wealth Partners, LLC 0.09% Add +10.2% 55,528 $2.2M
RMR Wealth Builders 0.23% Reduce -1.0% 55,430 $2.2M
Aspen Grove Capital, LLC 0.49% Add +0.4% 55,358 $2.2M
LJI Wealth Management, LLC 0.45% Add +1.1% 55,235 $2.2M
Exchange Capital Management, Inc. 0.35% Reduce -5.3% 55,221 $2.2M
Pinnacle Bancorp, Inc. 0.59% Reduce -78.9% 55,221 $2.2M
Cumberland Partners Ltd 0.15% Reduce -4.6% 54,985 $2.2M
Patriot Financial Group Insurance Agency, LLC 0.29% Reduce -2.3% 54,983 $2.2M
Kennedy Investment Group, Inc. 1.00% Reduce -1.6% 54,964 $2.2M
Clarkston Capital Partners, LLC 0.04% No change 54,700 $2.2M
Mitchell McLeod Pugh & Williams Inc. 0.45% Add +1.4% 54,687 $2.2M
Beacon Financial Group 0.23% Add +0.8% 54,252 $2.2M
Washington Trust Bank 0.21% Reduce -0.7% 54,180 $2.1M
Ameritas Advisory Services, LLC 0.09% Add +3.6% 54,006 $2.1M
Jeppson Wealth Management, LLC 0.77% Reduce -0.3% 53,907 $2.1M
IFP Advisors, Inc 0.08% Reduce -45.4% 53,767 $2.1M
Abacus Planning Group, Inc. 0.38% Reduce -4.0% 53,658 $2.1M
Concourse Financial Group Securities, Inc. 0.13% Add +36.4% 53,638 $2.1M
Octavia Wealth Advisors, LLC 0.26% Reduce -3.0% 53,606 $2.1M
Carnegie Lake Advisors LLC 0.84% — 53,282 $2.1M
Legacy Advisors, LLC 0.23% Add +10.5% 53,153 $2.1M
NTV Asset Management LLC 0.28% Reduce -0.6% 53,121 $2.1M
Meiji Yasuda Life Insurance Co 0.04% Reduce -81.4% 52,756 $2.1M
Vise Technologies, Inc. 0.27% Add +44.1% 52,494 $2.1M
Rosenblum Silverman Sutton S F Inc. 0.53% Reduce -21.4% 52,493 $2.1M
Neville Rodie & Shaw Inc. 0.15% Reduce -2.1% 52,402 $2.1M
Meadow Creek Wealth Advisors LLC 1.65% Add +344.4% 52,289 $2.1M
Gries Financial LLC 0.39% Reduce -41.7% 52,253 $2.1M
Ullmann Wealth Partners Group, LLC 0.27% Add +65.0% 52,143 $2.1M
EagleClaw Capital Managment, LLC 0.35% Reduce -9.8% 52,102 $2.1M
MTM Investment Management, LLC 0.80% No change 51,476 $2.1M
Shufro Rose & Co. LLC 0.17% No change 51,849 $2.1M
McDonald Partners LLC 0.51% Reduce -6.8% 51,843 $2.1M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 1.30% Reduce -1.9% 51,779 $2.1M
Intellectus Partners, LLC 0.52% Add +16.2% 51,401 $2.0M
Dohj, LLC 0.48% Add +2.3% 51,971 $2.0M
Summit Global Investments 0.13% Add +237.6% 51,278 $2.0M
Centiva Capital, LP 0.09% Reduce -80.3% 51,242 $2.0M
Cumberland Advisors Inc. 0.81% Add +8.5% 51,200 $2.0M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -8.7% 43,169 $2.0M
Aljian Capital Management, LLC 0.47% New 51,140 $2.0M
Clifford Swan Investment Counsel LLC 0.07% Reduce -2.1% 51,071 $2.0M
Segall Bryant & Hamill, LLC 0.03% New 51,010 $2.0M
Csenge Advisory Group 0.11% Add +10.8% 48,246 $2.0M
Hartford Financial Management Inc. 0.41% Add +0.1% 50,793 $2.0M
Hudson Canyon Capital Management 1.30% No change 50,735 $2.0M
Arete Wealth Advisors, LLC 0.17% New 50,772 $2.0M
Ransom Advisory, Ltd 0.94% Reduce -4.1% 50,649 $2.0M
Advisor OS, LLC 0.20% Add +8.7% 50,613 $2.0M
Alpha Cubed Investments, LLC 0.09% Reduce -67.9% 50,513 $2.0M
First Horizon Advisors, Inc. 0.06% Add +4.1% 50,444 $2.0M
Hixon Zuercher, LLC 0.78% New 50,370 $2.0M
Conning Inc. 0.07% Reduce -3.1% 50,343 $2.0M
EverSource Wealth Advisors, LLC 0.13% Add +3.2% 50,291 $2.0M
One Charles Private Wealth Services, LLC 0.76% Reduce -0.9% 50,232 $2.0M
First Dallas Securities Inc. 0.83% Reduce -7.6% 50,079 $2.0M
Chou Associates Management Inc. 1.28% No change 50,000 $2.0M
Waycross Partners, LLC 0.27% No change 50,000 $2.0M
Savoie Capital LLC 0.24% No change 50,000 $2.0M
LM Advisors LLC 0.41% Add +2.0% 49,941 $2.0M
Shell Asset Management Co. 0.09% — 49,904 $2.0M
Hilltop Holdings Inc. 0.13% Add +41.8% 49,813 $2.0M
Smartleaf Asset Management LLC 0.24% Add +45.0% 50,150 $2.0M
Financial Partners Group, LLC 0.74% Reduce -1.5% 49,699 $2.0M
Nvwm, LLC 0.50% Reduce -1.3% 49,611 $2.0M
Chapin Davis, Inc. 0.64% Reduce -0.3% 49,534 $2.0M
Norris Financial Group, LLC 0.96% Reduce -0.4% 49,245 $2.0M
Horizon Kinetics Asset Management LLC 0.03% Add +87.3% 49,225 $2.0M
Argent Advisors, Inc. 0.73% Reduce -6.8% 49,221 $2.0M
Foundations Investment Advisors, LLC 0.04% Reduce -3.8% 49,104 $1.9M
SeaBridge Investment Advisors LLC 0.48% Add +0.4% 49,081 $1.9M
CMG Global Holdings, LLC 1.10% Reduce -4.8% 49,061 $1.9M
Altman Advisors, Inc. 0.86% Add +0.8% 48,818 $1.9M
Infrastructure Capital Advisors, LLC 0.32% Add +23.6% 48,762 $1.9M
Palogic Value Management, L.P. 0.78% Add +0.9% 48,575 $1.9M
Excalibur Management Corp. 0.74% No change 48,558 $1.9M
MCF Advisors LLC 0.14% Reduce -0.1% 48,554 $1.9M
E Fund Management Co., Ltd. 0.10% Add +7.1% 48,525 $1.9M
Wulff, Hansen & Co. 1.74% Reduce -5.0% 48,398 $1.9M
Occudo Quantitative Strategies LP 0.35% New 48,115 $1.9M
Coppell Advisory Solutions LLC 0.28% Add +1.8% 48,212 $1.9M
Sandy Spring Bank 0.08% Add +6.3% 47,815 $1.9M
AlTi Global, Inc. 0.05% Reduce -19.9% 47,749 $1.9M
Buckley Wealth Management, LLC 0.58% Add +4.8% 47,696 $1.9M
Register Financial Advisors LLC 0.97% Reduce -0.6% 47,686 $1.9M
Arvest Investments, Inc. 0.29% Add +1.1% 47,593 $1.9M
Probity Advisors, Inc. 0.36% Add +2.1% 47,486 $1.9M
Atlanta Consulting Group Advisors, LLC 0.46% Add +144.8% 47,192 $1.9M
Godshalk Welsh Capital Management, Inc. 1.18% No change 47,145 $1.9M
Prestige Wealth Management Group LLC 0.39% Reduce -27.2% 47,009 $1.9M
SageView Advisory Group, LLC 0.09% Reduce -5.3% 46,997 $1.9M
Investors Asset Management of Georgia Inc. /Ga/ 0.88% Reduce -0.1% 46,910 $1.9M
Cowa, LLC 0.89% Reduce -1.3% 46,898 $1.9M
Ceeto Capital Group, LLC 0.69% Reduce -9.6% 46,870 $1.9M
Legato Capital Management LLC 0.23% Reduce -18.7% 46,721 $1.9M
Hourglass Capital, LLC 0.52% Reduce -0.9% 46,597 $1.8M
CenterBook Partners LP 0.11% New 46,560 $1.8M
J. Safra Sarasin Holding AG 0.03% No change 46,480 $1.8M
Burke & Herbert Bank & Trust Co. 0.43% Add +0.8% 46,466 $1.8M
American Capital Advisory, LLC 1.07% Reduce -1.1% 46,419 $1.8M
Granger Management LLC 0.36% Reduce -6.2% 46,320 $1.8M
Mendel Money Management 0.79% Reduce -0.7% 46,262 $1.8M
Burney Co./ 0.07% Reduce -1.0% 46,112 $1.8M
Portside Wealth Group, LLC 0.31% Reduce -6.1% 45,833 $1.8M
Harmony Asset Management LLC 0.67% Add +160.1% 45,769 $1.8M
Bridgewater Advisors Inc. 0.19% Add +5.0% 42,596 $1.8M
Investment Advisory Services Inc. /TX 0.64% Reduce -0.3% 45,652 $1.8M
Lineweaver Wealth Advisors, LLC 0.34% Add +3.0% 45,431 $1.8M
Martin & Co. Inc. 0.42% Add +0.3% 45,232 $1.8M
Retirement Planning Co of New England, Inc. 0.89% Reduce -15.0% 44,977 $1.8M
Adell Harriman & Carpenter Inc. 0.13% Add +5.9% 44,955 $1.8M
AMG National Trust Bank 0.05% Reduce -23.4% 44,915 $1.8M
Bragg Financial Advisors, Inc 0.07% Add +19.6% 44,879 $1.8M
Howard Capital Management, LLC 0.03% New 44,648 $1.8M
Visionary Wealth Advisors 0.11% Reduce -1.2% 44,604 $1.8M
Falcon Wealth Planning 0.21% Reduce -0.3% 44,561 $1.8M
Baxter Bros Inc. 0.23% Reduce -61.1% 44,560 $1.8M
RDA Financial Network 0.55% Add +3.1% 44,515 $1.8M
Oarsman Capital, Inc. 0.33% Add +4.5% 44,414 $1.8M
Aire Advisors, LLC 0.39% Reduce -13.0% 44,400 $1.8M
Aaron Wealth Advisors LLC 0.21% Add +13.7% 44,387 $1.8M
West Branch Capital LLC 0.61% Add +9.4% 44,363 $1.8M
IMS Capital Management 0.79% Reduce -0.4% 44,288 $1.8M
Premier Path Wealth Partners, LLC 0.28% Reduce -0.3% 44,180 $1.8M
Regal Investment Advisors LLC 0.12% Reduce -7.2% 44,069 $1.7M
Ballast, Inc. 0.50% Reduce -0.1% 44,069 $1.7M
Herold Advisors, Inc. 0.38% Reduce -1.5% 44,059 $1.7M
MWA Asset Management 1.16% Add +1.1% 44,058 $1.7M
FUKOKU MUTUAL LIFE INSURANCE Co 0.12% Add +15.3% 43,951 $1.7M
Brady Family Wealth, LLC 0.52% Add +0.0% 43,857 $1.7M
Ellsworth Advisors, LLC 0.45% Add +9.8% 43,801 $1.7M
Busey Bank 0.06% Reduce -4.9% 43,798 $1.7M
Woodward Diversified Capital, LLC 1.10% Reduce -1.3% 43,795 $1.7M
Jupiter Wealth Management LLC 0.89% Reduce -31.3% 43,747 $1.7M
Sunesis Advisors, LLC 1.05% Reduce -0.2% 43,688 $1.7M
CRA Financial Services, LLC 0.32% Add +0.7% 43,556 $1.7M
Andra AP-fonden 0.03% New 43,500 $1.7M
Etesian Wealth Advisors, Inc. 0.78% Reduce -3.0% 43,321 $1.7M
Aviso Financial Inc. 0.08% Add +5.7% 43,173 $1.7M
Exencial Wealth Advisors, LLC 0.06% Add +4.5% 43,121 $1.7M
Wynn Capital, LLC 1.12% Add +3.8% 43,085 $1.7M
Duncker Streett & Co. Inc. 0.31% Reduce -2.3% 42,979 $1.7M
Summit Financial, LLC 0.07% Add +0.3% 42,863 $1.7M
Capital Advisors Inc. 0.03% Reduce -13.0% 42,833 $1.7M
LRI Investments, LLC 0.16% Add +134.5% 37,015 $1.7M
White Pine Capital LLC 0.58% Add +2.3% 42,569 $1.7M
RB Capital Management, LLC 0.42% Add +0.3% 42,561 $1.7M
Westside Investment Management, Inc. 0.36% Add +0.7% 42,542 $1.7M
Welch Group, LLC 0.07% Reduce -0.3% 42,481 $1.7M
Guardian Wealth Advisors, LLC / NC 0.18% Reduce -0.3% 42,413 $1.7M
Parkside Financial Bank & Trust 0.23% Add +6.3% 42,321 $1.7M
GC Wealth Management RIA, LLC 0.29% Reduce -5.0% 42,204 $1.7M
Blue Fin Capital, Inc. 0.32% Reduce -9.6% 42,104 $1.7M
Oddo BHF Asset Management Sas 0.08% — 42,087 $1.7M
Ramirez Asset Management, Inc. 0.32% No change 42,030 $1.7M
Avestar Capital, LLC 0.18% Add +4.1% 42,022 $1.7M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.63% Reduce -1.6% 40,267 $1.7M
Sugarloaf Wealth Management, LLC 0.28% Reduce -0.4% 41,934 $1.7M
Chicago Partners Investment Group LLC 0.06% Add +0.3% 39,257 $1.7M
Channing Global Advisors, LLC 1.40% Reduce -0.4% 41,838 $1.7M
Coastline Trust Co 0.19% Reduce -27.1% 41,724 $1.7M
Rehmann Capital Advisory Group 0.11% Reduce -0.7% 41,336 $1.6M
Geneos Wealth Management Inc. 0.06% Add +32.8% 41,393 $1.6M
Prairiewood Capital, LLC 0.69% Reduce -5.3% 41,333 $1.6M
Belpointe Asset Management LLC 0.10% Reduce -24.4% 41,236 $1.6M
Colonial River Investments, LLC 0.81% Add +73.5% 41,206 $1.6M
USA Financial Formulas 0.25% Add +29.9% 41,090 $1.6M
E&G Advisors, LLC 0.45% Add +0.4% 41,064 $1.6M
Coastwise Capital Group, LLC 1.34% Add +4.1% 41,046 $1.6M
Fullerton Fund Management Co Ltd. 0.07% Add +84.0% 41,019 $1.6M
Global Financial Private Client, LLC 0.63% Add +2.9% 41,014 $1.6M
Palumbo Wealth Management LLC 0.63% Add +10.8% 40,910 $1.6M
BigSur Wealth Management LLC 0.45% No change 40,850 $1.6M
Advisory Research Inc. 0.29% Reduce -15.5% 40,726 $1.6M
Fort Sheridan Advisors LLC 0.24% Add +1.1% 40,623 $1.6M
Bridges Investment Management Inc. 0.02% Reduce -10.1% 40,613 $1.6M
Mitchell Sinkler & Starr 0.40% Add +1.3% 40,573 $1.6M
McIlrath & Eck, LLC 0.21% Reduce -5.4% 40,394 $1.6M
3Chopt Investment Partners, LLC 0.57% Add +9.1% 40,377 $1.6M
Dark Forest Capital Management LP 0.20% Add +131.1% 40,293 $1.6M
Hikari Power Ltd 0.13% No change 40,240 $1.6M
Lake Street Private Wealth, LLC 0.26% Reduce -17.9% 40,242 $1.6M
Kiley Juergens Wealth Management, LLC 0.41% Reduce -5.1% 40,195 $1.6M
SkyOak Wealth, LLC 0.35% Reduce -1.1% 40,135 $1.6M
Brooks, Moore & Associates, Inc. 0.94% Reduce -0.7% 40,122 $1.6M
Barbara Oil Co. 0.65% No change 40,000 $1.6M
Grand Jean Capital Management Inc. 0.35% No change 40,000 $1.6M
Boston Trust Walden Corp 0.01% Add +0.1% 39,968 $1.6M
Weaver Capital Management LLC 0.48% Reduce -15.4% 39,935 $1.6M
Souders Financial Advisors 0.22% Reduce -0.8% 39,793 $1.6M
Wesbanco Bank Inc. 0.05% Add +0.9% 39,790 $1.6M
NBW Capital LLC 0.30% Reduce -0.5% 39,727 $1.6M
Atalanta Sosnoff Capital, LLC 0.03% Reduce -85.1% 39,721 $1.6M
Greenfield Savings Bank 0.75% Reduce -4.1% 39,634 $1.6M
Johnson Financial Group, Inc. 0.07% Add +148.7% 39,608 $1.6M
Accent Capital Management, LLC 0.90% Add +43.0% 39,500 $1.6M
Annis Gardner Whiting Capital Advisors, LLC 0.44% Reduce -10.5% 39,447 $1.6M
Nomura Holdings Inc. 0.01% Reduce -60.0% 39,289 $1.6M
Marietta Investment Partners LLC 0.33% New 39,267 $1.6M
Murphy Pohlad Asset Management LLC 0.65% Reduce -44.5% 39,242 $1.6M
Councilor Wealth, LLC 0.76% Reduce -3.2% 39,172 $1.6M
Safeguard Investment Advisory Group, LLC 0.44% Reduce -5.3% 39,058 $1.5M
Cooper Financial Group 0.20% Add +102.2% 39,053 $1.5M
Gladius Capital Management LP 0.93% Add +232.8% 39,023 $1.5M
Atlantic Edge Private Wealth Management, LLC 0.47% Add +1.4% 39,002 $1.5M
Cullen Investment Group, LTD. 0.23% Add +1.6% 38,963 $1.5M
US Asset Management LLC 1.36% Reduce -1.4% 33,684 $1.5M
Fiduciary Family Office, LLC 0.51% Reduce -1.1% 38,874 $1.5M
Biltmore Family Office, LLC 0.26% Reduce -3.9% 38,823 $1.5M
Schulhoff & Co. Inc. 0.64% Reduce -0.1% 38,726 $1.5M
Pinnacle Holdings, LLC 0.68% No change 38,693 $1.5M
Sovereign Financial Group, Inc. 0.36% Reduce -1.4% 38,660 $1.5M
Bridgefront Capital, LLC 0.59% Reduce -35.9% 38,550 $1.5M
Smithfield Trust Co 0.07% Add +6.2% 38,392 $1.5M
IMA Advisory Services, Inc. 0.33% Add +0.3% 38,409 $1.5M
Breakwater Capital Group 0.31% Add +16.7% 38,349 $1.5M
AlphaQuest LLC 0.13% New 38,204 $1.5M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.15% Reduce -7.1% 38,099 $1.5M
Modern Wealth Management, LLC 0.09% Add +1.3% 38,073 $1.5M
Key Client Fiduciary Advisors, LLC 0.69% Reduce -2.5% 38,046 $1.5M
CoreCap Advisors, LLC 0.07% New 38,015 $1.5M
Trust Point Inc. 0.11% Add +10.5% 37,975 $1.5M
Boomfish Wealth Group, LLC 0.92% Reduce -0.2% 37,968 $1.5M
FLC Capital Advisors 0.35% Reduce -5.2% 37,912 $1.5M
Altshuler Shaham Ltd 0.09% Add +51.8% 37,898 $1.5M
LVW Advisors, LLC 0.19% Reduce -15.9% 37,850 $1.5M
GYL Financial Synergies, LLC 0.11% Reduce -7.0% 37,831 $1.5M
Pinnacle Wealth Planning Services, Inc. 0.20% Reduce -2.7% 37,806 $1.5M
Connecticut Wealth Management, LLC 0.07% Reduce -2.4% 37,720 $1.5M
Legacy Financial Advisors, Inc. 0.25% Add +2.1% 37,520 $1.5M
Flagship Harbor Advisors, LLC 0.08% Reduce -14.1% 37,496 $1.5M
Mosaic Family Wealth Partners, LLC 0.22% Reduce -0.1% 37,426 $1.5M
Longfellow Investment Management Co. LLC 0.37% Add +0.6% 37,393 $1.5M
Howland Capital Management LLC 0.06% Reduce -28.7% 37,224 $1.5M
Proquility Private Wealth Partners, LLC 0.47% Reduce -0.0% 37,143 $1.5M
Bright Futures Wealth Management, LLC. 0.71% Add +3.6% 34,794 $1.5M
Quotient Wealth Partners, LLC 0.05% Reduce -6.6% 37,033 $1.5M
Atlas Brown,Inc. 0.51% Reduce -16.3% 37,006 $1.5M
Provenance Wealth Advisors, LLC 0.18% Add +2.0% 36,992 $1.5M
Marcum Wealth, LLC 0.14% Reduce -2.6% 36,946 $1.5M
Mathes Company, Inc. 0.52% No change 36,900 $1.5M
Sweeney & Michel, LLC 0.58% Add +4.6% 34,560 $1.5M
Brown, Lisle/Cummings, Inc. 0.44% Add +1.4% 36,822 $1.5M
Millennium Capital Advisors, LLC 0.95% Reduce -2.4% 36,698 $1.5M
Fidelis Capital Partners, LLC 0.17% Add +0.7% 34,378 $1.5M
Jmac Enterprises LLC 0.23% Add +3.3% 36,678 $1.5M
Jefferies Financial Group Inc. 0.03% Add +154.3% 36,641 $1.5M
Blue Edge Capital, LLC 0.23% Add +1.8% 36,630 $1.5M
Edmonds Duncan Registered Investment Advisors, LLC 0.32% Add +0.9% 36,595 $1.5M
TrinityPoint Wealth, LLC 0.21% Add +0.3% 36,593 $1.5M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.20% Reduce -88.2% 36,568 $1.5M
Mosaic Financial Group, LLC 1.03% Add +0.1% 36,573 $1.5M
Beverly Hills Private Wealth, LLC 0.30% Reduce -7.7% 36,479 $1.4M
Accurate Wealth Management, LLC 0.29% Add +1.9% 34,140 $1.4M
Earnest Partners LLC 0.01% Reduce -2.0% 36,225 $1.4M
GS Investments, Inc. 0.64% Reduce -23.5% 36,163 $1.4M
MeadowBrook Investment Advisors LLC 1.32% Add +3.3% 36,092 $1.4M
First National Bank & Trust Co. of Newtown 0.27% Reduce -2.7% 36,083 $1.4M
Cape Ann Savings Bank 0.83% Add +3.0% 36,079 $1.4M
Paradigm Capital Management, LLC 1.38% — 35,958 $1.4M
NCP Inc. 0.81% Reduce -2.7% 35,917 $1.4M
Krilogy Financial LLC 0.10% Reduce -0.9% 35,854 $1.4M
Coastal Bridge Advisors, LLC 0.35% Add +0.1% 35,728 $1.4M
Wealth Management Associates, Inc. 0.62% Add +5.5% 35,697 $1.4M
Epacria Capital Partners, LLC 0.97% No change 35,680 $1.4M
Waterloo Capital, L.P. 0.15% Add +66.8% 35,568 $1.4M
G&S Capital LLC 0.59% New 35,561 $1.4M
InTrack Investment Management Inc 1.00% Reduce -4.4% 35,443 $1.4M
Manchester Capital Management LLC 0.16% Reduce -4.5% 35,431 $1.4M
Integrated Investment Consultants, LLC 0.31% Add +26.7% 35,397 $1.4M
GM Advisory Group, LLC 0.08% Reduce -0.6% 35,346 $1.4M
Aviance Capital Partners, LLC 0.18% Add +1.5% 35,276 $1.4M
WealthPlan Investment Management, LLC 0.14% Add +117.0% 35,266 $1.4M
IFG Advisory, LLC 0.09% Add +3.2% 35,213 $1.4M
Kelleher Financial Advisors 0.53% Add +0.0% 35,200 $1.4M
Mill Capital Management, LLC 0.11% Reduce -5.2% 35,179 $1.4M
Sirios Capital Management L P 0.25% New 35,140 $1.4M
Fee-Only Financial Planning, L.C. 0.89% No change 35,117 $1.4M
Independence Bank of Kentucky 0.30% Add +71.4% 35,094 $1.4M
Princeton Capital Management LLC 0.44% Reduce -2.2% 34,937 $1.4M
Apriem Advisors 0.16% Add +2.5% 34,937 $1.4M
Johnson & White Wealth Management, LLC 1.19% Add +2.4% 34,810 $1.4M
TLWM 0.28% Reduce -1.8% 34,763 $1.4M
Mather Group, Llc. 0.02% Reduce -19.8% 34,740 $1.4M
Journey Strategic Wealth LLC 0.05% Add +20.8% 34,735 $1.4M
Aspiriant, LLC 0.05% Add +1.4% 34,690 $1.4M
Evoke Wealth, LLC 0.04% New 34,649 $1.4M
Everhart Financial Group, Inc. 0.30% Add +16.2% 34,691 $1.4M
Texas Capital Bank Wealth Management Services Inc 0.13% Reduce -2.9% 34,561 $1.4M
Trivium Point Advisory, LLC 0.19% New 29,885 $1.4M
Leonteq Securities AG 0.16% Add +71.5% 34,504 $1.4M
SignalPoint Asset Management, LLC 0.32% Add +0.0% 34,689 $1.4M
IMC-Chicago, LLC 0.04% Reduce -68.9% 34,435 $1.4M
Haverford Trust Co 0.01% Add +6.5% 34,412 $1.4M
Campbell Newman Asset Management Inc. 0.10% No change 34,350 $1.4M
Aspen Investment Management Inc 0.64% Reduce -1.6% 34,350 $1.4M
Curi Capital, LLC 0.03% Reduce -11.3% 34,211 $1.4M
Signal Advisors Wealth, LLC 0.19% New 34,182 $1.4M
Raelipskie Partnership 0.66% Add +4.6% 34,135 $1.4M
Sepio Capital, LP 0.11% Add +0.3% 34,066 $1.4M
Precedent Wealth Partners, LLC 0.44% Add +18.2% 33,864 $1.3M
Stonegate Investment Group, LLC 0.04% Reduce -1.7% 33,747 $1.3M
Pasadena Private Wealth, LLC 0.28% Add +6.2% 35,507 $1.3M
Pegasus Partners Ltd. 0.12% Reduce -17.9% 33,517 $1.3M
Kessler Investment Group, LLC 0.68% Reduce 0.0% 33,351 $1.3M
CX Institutional 0.06% Add +5.3% 33,263 $1.3M
VELA Investment Management, LLC 0.45% Add +8.4% 32,942 $1.3M
Sentry Investment Management LLC 0.55% Add +49.1% 32,911 $1.3M
Proffitt & Goodson Inc. 0.21% Add +1.6% 32,900 $1.3M
Quent Capital, LLC 0.13% Add +7.2% 32,933 $1.3M
Warther Private Wealth, LLC 0.46% Reduce -86.9% 32,842 $1.3M
Versor Investments LP 0.21% Add +82.3% 32,810 $1.3M
Summit Asset Management, LLC 0.15% Add +23.1% 32,785 $1.3M
Personal Cfo Solutions, LLC 0.18% Reduce -0.3% 32,784 $1.3M
Good Life Advisors, LLC 0.08% Add +6.3% 32,712 $1.3M
First National Bank Sioux Falls 0.59% Reduce -0.3% 32,538 $1.3M
WBH Advisory Inc. 0.12% Reduce -8.4% 32,488 $1.3M
Monterey Private Wealth, Inc. 0.44% Reduce -1.8% 32,477 $1.3M
Iams Wealth Management, LLC 0.63% Reduce -0.0% 32,395 $1.3M
Nations Financial Group Inc, /Ia/ 0.09% Add +13.2% 32,361 $1.3M
Blake Schutter Theil Wealth Advisors, LLC 0.92% — 32,148 $1.3M
Allen Capital Group, LLC 0.16% Add +2.3% 32,141 $1.3M
Curated Wealth Partners LLC 0.16% Reduce -6.5% 32,111 $1.3M
Hobbs Group Advisors, LLC 0.46% Reduce -9.3% 32,097 $1.3M
Simplicity Wealth,LLC 0.12% Reduce -81.9% 32,041 $1.3M
Cliftonlarsonallen Wealth Advisors, LLC 0.03% Add +4.2% 32,022 $1.3M
LifePro Asset Management 0.78% Reduce -3.4% 31,910 $1.3M
Gsa Capital Partners LLP 0.10% Add +63.7% 31,875 $1.3M
Community Bank & Trust, Waco, Texas 0.28% Reduce -0.3% 31,851 $1.3M
Prudent Man Advisors, LLC 0.42% Reduce -15.3% 31,804 $1.3M
Ostrum Asset Management 0.10% Add +3.4% 31,758 $1.3M
Midland Wealth Advisors, LLC 0.07% Reduce -11.5% 31,740 $1.3M
Tempus Wealth Planning, LLC 0.46% Add +0.0% 31,732 $1.3M
CFS Investment Advisory Services, LLC 0.11% New 31,724 $1.3M
Shepherd Financial Partners LLC 0.15% Reduce -0.4% 31,647 $1.3M
Van Hulzen Asset Management, LLC 0.09% Add +148.4% 31,620 $1.3M
Smith Thornton Advisors LLC 0.82% Reduce -0.2% 31,519 $1.3M
Buttonwood Financial Advisors Inc. 0.55% Reduce -6.9% 31,519 $1.3M
Founders Financial Alliance, LLC 0.35% Reduce -0.5% 31,478 $1.2M
Teza Capital Management LLC 0.14% Reduce -9.2% 31,442 $1.2M
Canopy Partners, LLC 0.54% Add +0.1% 31,374 $1.2M
Wellington Shields Capital Management, LLC 0.22% Reduce -34.1% 31,333 $1.2M
City Holding Co. 0.17% Add +0.6% 31,332 $1.2M
Sunbelt Securities, Inc. 0.12% Reduce -1.4% 31,306 $1.2M
Winthrop Advisory Group LLC 0.15% Add +13.3% 31,252 $1.2M
Paragon Financial Partners, Inc. 0.91% Add +0.1% 31,206 $1.2M
Mechanics Bank Trust Department 0.16% Add +7.6% 31,198 $1.2M
Aurora Private Wealth, Inc. 0.97% Reduce -6.9% 31,151 $1.2M
VCI Wealth Management LLC 0.55% New 31,101 $1.2M
CFO4Life Group, LLC 0.22% Add +102.1% 30,992 $1.2M
Avenir Corp. 0.12% Reduce -7.5% 30,957 $1.2M
Freedom Investment Management, Inc. 0.10% Add +14.5% 30,917 $1.2M
Kathmere Capital Management, LLC 0.11% Add +7.3% 30,837 $1.2M
Navalign, LLC 0.36% Add +0.1% 30,735 $1.2M
Brooklyn Investment Group 0.40% Add +6.1% 30,630 $1.2M
Keel Point, LLC 0.10% Add +1.4% 30,590 $1.2M
Avidian Wealth Enterprises, LLC 0.06% Add +3.1% 30,544 $1.2M
NCM Capital Management, LLC 0.58% No change 30,483 $1.2M
Brown Financial Advisors 0.50% Reduce -23.8% 30,467 $1.2M
Nicolet Advisory Services, LLC 0.11% Add +4.6% 30,782 $1.2M
Kidder Stephen W 0.36% Reduce -0.1% 30,415 $1.2M
First PREMIER Bank 0.30% Reduce -6.2% 30,335 $1.2M
Keystone Financial Group 0.15% Add +4.0% 30,277 $1.2M
IPG Investment Advisors LLC 0.26% No change 30,228 $1.2M
Financial Advocates Investment Management 0.07% Reduce -14.7% 30,172 $1.2M
Safe Harbor Fiduciary, LLC 1.12% — 30,141 $1.2M
Court Place Advisors, LLC 0.35% No change 29,980 $1.2M
Wealth Architects, LLC 0.13% Add +0.7% 29,845 $1.2M
Central Valley Advisors, LLC 0.67% Reduce -3.7% 29,824 $1.2M
SPC Financial, Inc. 0.10% Add +8.4% 29,772 $1.2M
Main Street Financial Solutions, LLC 0.11% Reduce -12.7% 29,728 $1.2M
Paragon Capital Management LLC 0.61% Reduce -1.4% 29,706 $1.2M
KPP Advisory Services LLC 0.28% Reduce -2.3% 29,429 $1.2M
Oder Investment Management, LLC 1.00% Reduce -5.4% 29,412 $1.2M
Operose Advisors LLC 0.38% No change 29,342 $1.2M
Meridian Wealth Management, LLC 0.06% New 29,332 $1.2M
Dunhill Financial, LLC 0.60% Add +0.0% 29,252 $1.2M
Next Level Private LLC 0.48% Reduce -0.1% 29,230 $1.2M
Grant/GrossMendelsohn, LLC 0.50% Add +0.0% 29,169 $1.2M
Nicholas Hoffman & Company, LLC. 0.05% Reduce -2.5% 29,164 $1.2M
Cyndeo Wealth Partners, LLC 0.08% Add +21.8% 29,100 $1.2M
Catalyst Financial Partners LLC 0.23% Add +5.5% 29,066 $1.2M
McLean Asset Management Corp 0.35% Add +0.4% 28,721 $1.2M
Bouchey Financial Group, Ltd. 0.10% Reduce -30.5% 29,026 $1.2M
American National Bank & Trust 0.13% Reduce -9.0% 28,852 $1.1M
Aprio Wealth Management, LLC 0.18% Add +2.5% 28,811 $1.1M
Augustine Asset Management Inc. 0.40% Reduce -0.1% 28,792 $1.1M
Cypress Capital Group 0.13% Reduce -1.3% 28,773 $1.1M
Roman Butler Fullerton & Co. 0.34% Reduce -1.0% 26,985 $1.1M
TKG Advisors, LLC 0.56% New 28,624 $1.1M
Hendershot Investments Inc. 0.15% Reduce -56.7% 28,620 $1.1M
FinTrust Capital Advisors, LLC 0.19% Add +8.4% 28,575 $1.1M
Analyst IMS Investment Management Services Ltd. 0.04% Add +44.4% 28,552 $1.1M
Pure Financial Advisors, LLC 0.03% Add +0.4% 28,424 $1.1M
Concord Wealth Partners 0.19% Reduce -1.1% 28,324 $1.1M
Mitchell & Pahl Private Wealth, LLC 0.52% Reduce -1.7% 28,307 $1.1M
Oak Family Advisors, LLC 0.41% Add +37.6% 28,303 $1.1M
Old Mission Investment Co LLC 0.34% Add +5.6% 28,234 $1.1M
Callan Capital, LLC 0.08% Add +5.1% 28,232 $1.1M
Catalina Capital Group, LLC 0.38% Add +9.5% 28,170 $1.1M
Chesapeake Wealth Management 0.38% Reduce -0.5% 28,077 $1.1M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -64.1% 28,039 $1.1M
Cannell & Spears LLC 0.02% No change 28,000 $1.1M
Journey Advisory Group, LLC 0.13% No change 27,916 $1.1M
Voya Financial Advisors, Inc. 0.12% Add +20.5% 28,160 $1.1M
Heritage Wealth Advisors 0.05% Add +0.3% 27,831 $1.1M
Advisory Alpha, LLC 0.04% Add +7.1% 27,817 $1.1M
Sabal Trust CO 0.06% Reduce -16.1% 27,774 $1.1M
Armstrong Advisory Group, Inc. 0.09% Reduce -9.2% 27,705 $1.1M
Buckhead Capital Management LLC 0.35% Reduce -0.1% 27,608 $1.1M
Nilsine Partners, LLC 0.14% Add +50.9% 27,575 $1.1M
Parkside Investments, LLC 0.16% No change 27,500 $1.1M
Harbour Investments, Inc. 0.03% Add +3.5% 27,487 $1.1M
KKM Financial LLC 0.54% Reduce -12.7% 27,460 $1.1M
Strategic Advisors LLC 0.20% Add +0.1% 27,362 $1.1M
Connective Portfolio Management, LLC 1.92% No change 27,625 $1.1M
Moody LYNN Lieberson & Walker, LLC 0.07% Add +21.5% 27,277 $1.1M
Horrell Capital Management, Inc. 0.32% Reduce -9.8% 27,271 $1.1M
Samalin Investment Counsel, LLC 0.47% Reduce -1.4% 27,253 $1.1M
Seneca House Advisors 0.46% Reduce -2.4% 27,242 $1.1M
Mark Asset Management LP 0.13% No change 27,217 $1.1M
Sound Income Strategies, LLC 0.07% Add +9.8% 27,215 $1.1M
Childress Capital Advisors, LLC 0.29% Reduce -34.7% 27,191 $1.1M
Integral Investment Advisors, Inc. 0.29% Add +1.8% 27,182 $1.1M
Greenwich Wealth Management LLC 0.07% Reduce -1.8% 27,099 $1.1M
BTG Pactual Asset Management US LLC 0.16% New 27,070 $1.1M
Kovack Advisors, Inc. 0.11% Reduce -9.3% 27,029 $1.1M
Cassaday & Co Wealth Management LLC 0.03% Add +22.1% 26,992 $1.1M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.55% No change 27,000 $1.1M
Kestra Investment Management, LLC 0.05% Add +36.5% 26,946 $1.1M
Denali Advisors LLC 0.11% Add +3.1% 26,900 $1.1M
BLB&B Advisors, LLC 0.05% Reduce -9.9% 26,675 $1.1M
Concentric Capital Strategies, LP 0.07% Reduce -84.5% 26,644 $1.1M
WealthTrust Axiom LLC 0.31% Add +70.3% 26,637 $1.1M
Hedges Asset Management LLC 0.70% Reduce -1.1% 26,600 $1.1M
Physicians Financial Services, Inc. 0.33% Reduce -1.6% 26,571 $1.1M
Garner Asset Management Corp 0.36% Reduce -0.3% 26,524 $1.1M
Strategic Investment Advisors / MI 0.12% Add +1.4% 26,478 $1.1M
Catalyst Capital Advisors LLC 0.02% New 26,396 $1.0M
Vanguard Capital Wealth Advisors 1.11% Reduce -57.0% 26,386 $1.0M
M Holdings Securities, Inc. 0.26% Reduce -71.0% 26,362 $1.0M
Sherbrooke Park Advisers LLC 0.24% Reduce -36.3% 26,303 $1.0M
Rather & Kittrell, Inc. 0.26% Add +2.3% 26,289 $1.0M
Clear Harbor Asset Management, LLC 0.09% Reduce -0.7% 26,284 $1.0M
Liberty Wealth Management LLC 0.18% Reduce -32.7% 26,256 $1.0M
Central Pacific Bank - Trust Division 0.14% Reduce -2.4% 26,249 $1.0M
Sippican Capital Advisors 0.72% Reduce -2.4% 26,150 $1.0M
Rossmore Private Capital 0.13% Reduce -0.9% 26,080 $1.0M
Rappaport Reiches Capital Management, LLC 0.27% Add +0.3% 26,019 $1.0M
Lawson Kroeker Investment Management Inc. 0.19% No change 25,934 $1.0M
Titleist Asset Management, LLC 0.15% Reduce -26.0% 25,925 $1.0M
Lowe Brockenbrough & Co. Inc. 0.07% Add +3.5% 25,816 $1.0M
Alpha Omega Wealth Management LLC 0.19% Reduce -3.4% 25,723 $1.0M
StoneX Group Inc. 0.07% Reduce -5.1% 25,714 $1.0M
Washington Capital Management, Inc. 0.79% No change 25,655 $1.0M
Stableford Capital II LLC 0.41% Add +2.4% 24,260 $1.0M
Shayne & Jacobs, LLC 0.26% Reduce -8.4% 25,639 $1.0M
Pin Oak Investment Advisors Inc. 0.92% Reduce -3.1% 25,591 $1.0M
Covenant Asset Management, LLC 0.22% Reduce -2.6% 25,541 $1.0M
Kingfisher Capital LLC 0.23% Reduce -40.9% 25,540 $1.0M
Ayalon Insurance Comp Ltd. 0.32% Reduce -0.2% 25,519 $1.0M
Angeles Wealth Management, LLC 0.09% Reduce -79.9% 25,489 $1.0M
OneAscent Financial Services LLC 0.73% Reduce -6.6% 25,471 $1.0M
Murphy, Middleton, Hinkle & Parker, Inc. 0.54% Reduce -3.2% 25,365 $1.0M
Hennion & Walsh Asset Management, Inc. 0.05% Reduce -64.6% 25,344 $1.0M
China Universal Asset Management Co., Ltd. 0.11% Add +129.9% 25,290 $1.0M
MJP Associates Inc. 0.19% Add +13.5% 25,271 $1.0M
Nottingham Advisors, Inc. 0.11% New 25,266 $1.0M
Arkfeld Wealth Strategies, L.L.C. 0.49% Reduce -1.1% 24,984 $1.0M
Black Diamond Financial, LLC 0.17% Add +9.1% 25,135 $997K
Canandaigua National Trust Co of Florida 0.85% — 25,056 $994K
Point72 Asia (Singapore) Pte. Ltd. 0.19% Reduce -81.1% 24,923 $989K
Graves Light Lenhart Wealth, Inc. 0.12% Reduce -0.8% 24,894 $988K
Independent Investors Inc. 0.20% No change 24,880 $987K
Spirit of America Management Corp. 0.20% No change 24,850 $986K
Tectonic Advisors LLC 0.06% Reduce -11.1% 24,836 $985K
Tradewinds, LLC. 0.30% Add +0.4% 24,812 $985K
Uncommon Cents Investing LLC 0.28% Reduce -0.4% 24,806 $984K
Blueprint Investment Partners LLC 0.18% Reduce -4.4% 24,776 $983K
Field & Main Bank 0.35% Reduce -1.9% 24,745 $982K
Vectors Research Management, LLC 0.30% No change 25,000 $981K
Sawgrass Asset Management LLC 0.10% Reduce -2.9% 24,666 $979K
Fiduciary Alliance LLC 0.13% Add +253.2% 24,658 $978K
Wealth Effects LLC 0.34% Add +0.0% 24,647 $978K
PDS Planning, Inc 0.09% Reduce -1.6% 24,643 $978K
Keynote Financial Services LLC 0.75% Reduce -1.3% 24,579 $975K
McGlone Suttner Wealth Management, Inc. 0.20% Add +21.4% 24,505 $972K
Sierra Summit Advisors LLC 0.22% Add +20.4% 24,466 $971K
TruWealth Advisors, LLC 0.06% Reduce -5.3% 24,419 $969K
Unionview, LLC 0.75% Add +0.4% 24,402 $968K
Intrepid Financial Planning Group LLC 0.41% No change 24,397 $968K
Finer Wealth Management, Inc. 0.60% Reduce -31.7% 24,380 $967K
PFG Advisors 0.06% Reduce -8.2% 24,362 $967K
Orion Capital Management LLC 0.47% Reduce -7.9% 24,349 $966K
Accredited Investors Inc. 0.06% Add +5.2% 24,321 $965K
Capital City Trust Co. 0.24% Add +232.3% 24,283 $964K
Madison Wealth Partners, Inc 0.28% Add +15.2% 24,224 $961K
Corundum Group, Inc. 0.44% Reduce -34.1% 24,205 $960K
Clough Capital Partners L P 0.10% No change 24,000 $952K
Key Financial Inc 0.21% Add +0.4% 23,934 $950K
Aviso Wealth Management 0.51% Reduce -4.9% 23,782 $944K
Naples Global Advisors, LLC 0.09% Add +15.7% 23,768 $943K
Schrum Private Wealth Management LLC 0.49% Add +96.1% 23,768 $943K
Fortitude Family Office, LLC 0.37% Add +21.3% 23,684 $940K
Fuller & Thaler Asset Management, Inc. 0.00% No change 23,641 $938K
First Command Advisory Services, Inc. 0.01% Add +2.0% 23,603 $937K
Stonehage Fleming Financial Services Holdings Ltd 0.02% Reduce -0.9% 23,589 $936K
Strategic Blueprint, LLC 0.06% Reduce -11.3% 23,537 $934K
Valmark Advisers, Inc. 0.01% Reduce -7.1% 23,432 $930K
Mairs & Power Inc. 0.01% Reduce -1.3% 23,432 $930K
Asahi Life Asset Management Co., LTD. 0.56% Add +6.1% 23,310 $925K
Bank of Marin 0.75% No change 23,307 $925K
Schear Investment Advisers, LLC 0.57% Reduce -0.3% 23,286 $924K
Perennial Investment Advisors, LLC 0.12% Reduce -3.3% 23,285 $924K
Curbstone Financial Management Corp 0.20% Add +4.0% 23,254 $923K
Legacy Capital Group California, Inc. 0.31% Reduce -2.1% 23,181 $920K
Skyline Advisors, Inc. 0.38% Reduce -0.2% 23,117 $917K
Lansing Street Advisors 0.34% Add +0.1% 23,080 $916K
Moss Adams Wealth Advisors LLC 0.10% Add +34.5% 23,078 $916K
Wayfinding Financial, LLC 0.68% Reduce -9.2% 23,067 $915K
Houlihan Financial Resource Group, Ltd. 0.38% Add +0.3% 23,034 $914K
Auxano Advisors, LLC 0.24% Reduce -11.3% 22,971 $911K
Stevens Capital Management LP 0.13% Add +334.1% 22,939 $910K
Gradient Capital Advisors, LLC 0.30% Add +1.7% 22,911 $909K
Abundance Wealth Counselors 0.19% Add +2.5% 22,796 $905K
Insight Advisors, LLC/ PA 0.16% Add +0.5% 22,680 $900K
Sentinel Trust Co. Lba 0.10% Reduce -1.8% 22,620 $898K
Verity & Verity, LLC 0.09% Add +5.3% 22,568 $895K
Brave Warrior Advisors 0.02% No change 22,532 $894K
Columbia Asset Management 0.16% Reduce -25.4% 22,494 $893K
Brasada Capital Management, LP 0.16% Add +50.0% 22,500 $893K
Auto-Owners Insurance Co 0.02% No change 22,373 $888K
PFC Capital Group, Inc. 0.43% Reduce -0.4% 22,376 $887K
Edge Wealth Management LLC 0.18% Reduce -0.1% 22,324 $886K
LexAurum Advisors, LLC 0.20% Add +4.8% 22,214 $881K
Fishman Jay A Ltd. 0.09% Reduce -7.7% 22,142 $879K
Willis Johnson & Associates, Inc. 0.07% Reduce -5.3% 22,039 $875K
Cornerstone Advisory, LLC 0.12% Reduce -8.5% 22,038 $874K
Moneco Advisors, LLC 0.11% Reduce -9.1% 22,033 $874K
CSS LLC 0.16% Reduce -35.1% 22,000 $873K
Optiver Holding B.V. 0.02% Reduce -98.5% 21,997 $873K
Citadel Investment Advisory, Inc. 0.46% Reduce -0.7% 21,920 $870K
First Trust Investment Solutions L.P. 0.10% Add +31.7% 21,873 $868K
Capital Square, LLC 0.53% Reduce -1.7% 21,861 $867K
Bigelow Investment Advisors, LLC 0.39% Add +4.0% 21,792 $865K
Cercano Management LLC 0.02% New 21,750 $863K
Nicholas Wealth, LLC. 0.54% Add +17.2% 21,728 $862K
Heritage Wealth Management, Inc. 0.28% Add +0.0% 21,664 $860K
DORCHESTER WEALTH MANAGEMENT Co 0.16% Reduce -36.1% 21,641 $859K
Pitti Group Wealth Management, LLC 0.93% No change 25,466 $857K
Cromwell Holdings LLC 0.55% No change 21,604 $857K
Centennial Bank 0.39% Reduce -1.6% 21,600 $857K
LBMC Investment Advisors, LLC 0.07% Add +0.4% 21,588 $857K
Advus Financial Partners, LLC 0.24% Add +1.0% 21,581 $856K
Emprise Bank 0.49% No change 21,535 $855K
Baldwin Investment Management, LLC 0.11% No change 21,520 $854K
Lighthouse Investment Partners, LLC 0.05% Reduce -71.7% 21,515 $854K
Cottage Street Advisors LLC 0.46% Add +0.0% 21,520 $853K
Lanark Financial, Inc. 0.07% Add +4.1% 21,476 $852K
Aft, Forsyth & Sober, LLC 0.28% No change 21,440 $851K
Silverlake Wealth Management LLC 0.33% Reduce -17.0% 21,431 $850K
RiverFront Investment Group, LLC 0.02% Add +37.2% 21,411 $850K
Marshall Financial Group, LLC 0.20% Add +1.3% 21,360 $848K
Steele Capital Management, Inc. 0.04% Reduce -1.2% 21,272 $844K
ERn Financial, LLC 0.13% Reduce -3.4% 21,270 $844K
AllSquare Wealth Management LLC 0.48% Add +23.5% 21,252 $843K
West Paces Advisors Inc. 0.21% No change 21,195 $841K
Bank of Stockton 0.25% Reduce -1.8% 21,126 $838K
Barrett & Company, Inc. 0.36% Reduce -25.7% 21,125 $838K
Strategic Planning Group, LLC 0.16% Add +292.1% 21,076 $836K
Peoples Bank 0.43% No change 21,012 $834K
Confluence Wealth Services, Inc. 0.06% Add +4.8% 20,999 $833K
Driehaus Capital Management LLC 0.01% Reduce -4.6% 20,984 $833K
West Family Investments, Inc. 0.28% Add +29.7% 20,965 $832K
Aspire Private Capital, LLC 0.20% Add +101.9% 20,911 $830K
Beacon Investment Advisory Services, Inc. 0.03% Add +1.1% 20,863 $828K
Bridgewealth Advisory Group, LLC 0.30% Add +47.0% 20,759 $824K
Edgestream Partners, L.P. 0.04% Add +221.3% 20,734 $823K
Chelsea Counsel Co. 0.40% No change 20,700 $821K
Leisure Capital Management 0.35% Add +2.3% 20,668 $820K
Empirical Asset Management, LLC 0.29% Reduce -4.4% 30,520 $819K
TCV Trust & Wealth Management, Inc. 0.07% Reduce -1.6% 20,636 $819K
Semmax Financial Advisors Inc. 0.22% Reduce -0.5% 17,828 $818K
Opinicus Capital, Inc. 0.65% Add +0.4% 20,534 $815K
Veltria Advisors Corp. 0.32% Add +5.2% 20,532 $815K
Van Eck Associates Corp. 0.00% Add +120.2% 19,231 $814K
Beam Wealth Advisors, Inc. 0.25% Add +9.7% 20,506 $814K
Wendell David Associates Inc. 0.08% No change 20,385 $809K
Parisi Gray Wealth Management 0.27% Reduce -5.2% 20,387 $809K
Menard Financial Group LLC 0.53% Add +15.9% 20,380 $809K
Finivi Inc. 0.66% Reduce -0.1% 20,365 $808K
Westmount Partners, LLC 0.24% Reduce -17.0% 20,351 $808K
Councilmark Asset Management, LLC 0.54% No change 20,333 $807K
Towne Trust Company, N.A 0.29% No change 20,315 $806K
WNY Asset Management, LLC 0.09% Reduce -7.5% 20,262 $804K
Caldwell Sutter Capital, Inc. 0.37% Add +0.5% 20,244 $803K
Copperwynd Financial, LLC 0.24% Add +4.6% 20,162 $800K
Allegheny Financial Group 0.20% Reduce -5.6% 20,157 $800K
Crew Capital Management, Ltd 0.64% No change 20,152 $800K
Maiden Cove Capital, LLC 1.25% Add +35.5% 20,145 $799K
True North Advisors, LLC 0.21% Add +68.3% 20,132 $799K
BTC Capital Management, Inc. 0.07% Reduce -0.8% 20,081 $797K
Westhampton Capital, LLC 0.40% Reduce -0.4% 20,027 $795K
GFG Capital, LLC 0.32% Reduce -1.4% 29,467 $795K
Credit Capital Investments LLC 0.98% Reduce -13.0% 20,000 $794K
MSA Advisors, LLC 0.20% No change 20,000 $794K
Oakworth Capital, Inc. 0.06% Add +5.2% 19,990 $793K
Inceptionr LLC 0.19% Add +28.1% 19,842 $787K
Composition Wealth, LLC 0.02% Add +10.4% 19,798 $786K
Lederer & Associates Investment Counsel 0.55% No change 19,783 $785K
Platform Technology Partners 0.25% Reduce -10.0% 19,717 $782K
MIdWestOne Financial Group, Inc. 0.11% Add +7.6% 19,714 $782K
Altfest L J & Co. Inc. 0.10% Reduce -4.1% 19,703 $782K
United Advisor Group, LLC 0.18% Add +95.8% 19,681 $781K
Smith & Howard Wealth Management, LLC 0.22% Add +262.5% 19,649 $780K
Howard Capital Management Group, LLC 0.05% Reduce -1.6% 19,636 $779K
Humankind Investments LLC 0.28% Add +5.5% 19,628 $779K
Rogco, LP 0.31% Reduce -3.8% 19,622 $779K
TAGStone Capital, Inc. 0.40% Add +1.5% 19,575 $777K
Fiduciary Financial Group, LLC 0.18% Add +0.6% 19,458 $777K
Worth Financial Advisory Group, LLC 0.46% Reduce -1.1% 19,523 $775K
Benchmark Financial Wealth Advisors, LLC 0.26% Reduce -16.8% 19,502 $774K
Kearns & Associates LLC 0.51% No change 19,500 $774K
OneAscent Wealth Management LLC 0.29% Add +13.1% 19,461 $772K
Diversified, LLC 0.08% Reduce -4.2% 19,411 $770K
Diversified Enterprises, LLC 0.08% — 19,411 $770K
Circle Wealth Management, LLC 0.02% Reduce -18.4% 19,381 $769K
Waterfront Wealth Inc. 0.19% Reduce -1.0% 18,007 $767K
X-Square Capital, LLC 0.26% Reduce -1.0% 19,299 $766K
Deseret Mutual Benefit Administrators 0.39% Reduce -4.0% 19,301 $766K
Venturi Wealth Management, LLC 0.04% Add +11.5% 19,290 $765K
Greenline Partners, LLC 0.11% Reduce -37.4% 19,260 $764K
Performance Wealth Partners, LLC 0.03% Add +174.4% 19,225 $763K
Van Cleef Asset Management,Inc 0.08% No change 19,215 $762K
JNBA Financial Advisors 0.08% No change 19,197 $762K
RW Investment Management LLC 0.09% Reduce -4.4% 19,196 $762K
SOA Wealth Advisors, LLC. 0.15% Add +0.1% 19,172 $761K
CKW Financial Group 0.09% Reduce -1.0% 19,370 $760K
Sweet Financial Partners, LLC 0.16% Reduce -1.3% 19,138 $759K
Burkett Financial Services, LLC 0.31% Add +2.6% 19,123 $759K
M&R Capital Management Inc. 0.17% Add +4.3% 19,059 $756K
Wealth Alliance, LLC 0.09% Reduce -1.9% 19,054 $756K
Continuum Advisory, LLC 0.10% Add +74.6% 16,470 $756K
Texas Yale Capital Corp. 0.03% Add +2.1% 19,040 $756K
Pursue Wealth Partners LLC 0.41% No change 19,031 $755K
Jordan Park Group LLC 0.05% New 19,000 $754K
Carl P. Sherr & Co., LLC 0.40% Add +0.1% 18,957 $752K
Mechanics Financial Corp 0.33% Add +5.3% 18,890 $750K
BIP Wealth, LLC 0.05% Add +0.4% 18,847 $748K
Lathrop Investment Management Co. 0.14% Add +4.7% 18,805 $746K
LVM Capital Management Ltd. 0.08% No change 18,733 $745K
Cherry Creek Investment Advisors, Inc. 0.38% Add +0.6% 18,761 $744K
Tobam 0.14% Reduce -0.4% 18,708 $742K
Omnia Family Wealth, LLC 0.32% Add +4.4% 18,677 $741K
Lantern Wealth Advisors, LLC 0.51% Reduce -23.2% 18,667 $741K
Delta Financial Group, Inc. 0.28% Reduce -5.6% 18,645 $740K
Alera Investment Advisors, LLC 0.09% Reduce -4.5% 18,648 $740K
Traynor Capital Management, Inc. 0.06% Add +16.2% 18,619 $739K
Drive Wealth Management, LLC 0.19% Reduce -3.6% 18,617 $739K
Inspirion Wealth Advisors, LLC 0.10% Reduce -7.6% 18,601 $738K
Kahn Brothers Group Inc. 0.13% Reduce -1.4% 18,576 $737K
JFS Wealth Advisors, LLC 0.05% Add +202.1% 18,531 $735K
Impax Asset Management Group plc 0.00% No change 18,500 $734K
Investors Research Corp 0.16% Add +2.8% 18,387 $730K
Hartford Funds Management Co LLC 0.07% Add +3.6% 18,382 $729K
Harbor Advisory Corp. 0.24% Reduce -22.5% 18,371 $729K
FSB Premier Wealth Management, Inc. 0.30% Add +39.4% 18,343 $728K
HF Advisory Group, LLC 0.34% Add +6.2% 18,340 $728K
Tranquility Partners, LLC 0.26% Add +2.3% 18,281 $725K
Wealth Advisors of Tampa Bay, LLC 0.30% New 18,239 $724K
Alta Advisers Ltd 0.33% No change 18,200 $722K
180 Wealth Advisors, LLC 0.11% Reduce -1.7% 18,188 $722K
Summit Financial Wealth Advisors, LLC 0.14% No change 18,185 $722K
Accel Wealth Management 0.27% Reduce -2.5% 18,154 $720K
Soltis Investment Advisors LLC 0.07% Reduce -0.1% 18,082 $718K
Baker Tilly Wealth Management, LLC 0.32% Reduce -37.5% 18,039 $716K
RFG Advisory, LLC 0.02% Reduce -7.9% 18,002 $714K
Terril Brothers, Inc. 0.24% No change 17,983 $714K
Calton & Associates, Inc. 0.27% Reduce -13.3% 17,981 $714K
Private Wealth Partners, LLC 0.06% Reduce -10.0% 17,962 $713K
ICONIQ Capital, LLC 0.02% Add +154.8% 17,950 $712K
First County Bank 0.35% Add +7.9% 8,413 $712K
Relyea Zuckerberg Hanson LLC 0.11% Reduce -5.2% 17,891 $710K
Ledgewood Wealth Advisors, LLC 0.48% Add +12.7% 17,836 $708K
DF Dent & Co. Inc. 0.01% Reduce -4.8% 17,829 $707K
W.G. Shaheen & Associates DBA Whitney & Co 0.08% No change 17,808 $707K
Muirfield Wealth Advisors LLC 0.60% Add +7.8% 17,779 $705K
CYBER HORNET ETFs LLC 0.71% Reduce -1.6% 17,734 $704K
Stonebrook Private Inc. 0.19% Add +7.5% 17,699 $702K
Kanawha Capital Management LLC 0.05% Reduce -3.6% 17,665 $701K
AIMZ Investment Advisors, LLC 0.24% Add +13.8% 17,642 $700K
Grandview Asset Management LLC 0.40% Add +0.4% 17,629 $700K
TrinityBridge Ltd 0.02% No change 17,645 $700K
Bennett Selby Investments LP 0.29% Reduce -1.0% 17,631 $700K
Clear Investment Research, LLC 0.91% Add +0.0% 17,607 $699K
Whitener Capital Management, Inc. 0.20% Add +2.9% 17,595 $698K
Strategic Advocates LLC 0.25% Reduce -24.6% 17,580 $698K
Guardian Capital Advisors LP 0.07% No change 17,715 $695K
Old Port Advisors 0.19% Reduce -5.7% 17,504 $695K
Garrison Point Advisors, LLC 0.43% Add +4.5% 17,479 $694K
JT Stratford LLC 0.12% Add +3.7% 17,474 $693K
Resonant Capital Advisors, LLC 0.05% Add +2.8% 17,438 $692K
Moloney Securities Asset Management, LLC 0.09% Reduce -10.2% 17,395 $690K
Bell Bank 0.08% Add +0.0% 17,391 $690K
Headinvest, LLC 0.13% Reduce -5.6% 17,333 $688K
Cavalier Investments, LLC 0.21% Add +6.4% 17,319 $687K
Evernest Financial Advisors, LLC 0.18% Reduce -0.1% 17,296 $686K
Cyrus J. Lawrence, LLC 0.13% Reduce -1.5% 17,300 $686K
Prentice Wealth Management LLC 0.20% Reduce -4.4% 17,285 $686K
Pointe Capital Management LLC 0.40% Add +3.9% 17,224 $683K
New Republic Capital, LLC 0.39% Reduce -7.2% 17,144 $680K
Cypress Asset Management Inc. 0.17% Add +8.4% 17,142 $680K
Deroy & Devereaux Private Investment Counsel Inc. 0.04% No change 17,130 $680K
Blossom Wealth Management 1.37% Add +1.9% 17,102 $679K
Oxbow Advisors, LLC 0.07% Add +0.0% 17,092 $678K
Everpar Advisors LLC 0.35% Reduce -6.6% 17,091 $678K
Hara Capital LLC 0.42% Reduce -3.8% 17,051 $677K
Albert D Mason Inc. 0.43% Reduce -0.9% 17,030 $676K
Ignite Planners, LLC 0.15% Add +0.5% 16,984 $674K
Gibbs Wealth Management 0.22% Reduce -4.2% 16,979 $674K
Cedrus LLC 0.25% Add +32.4% 16,943 $672K
Community Bank, N.A. 0.08% Reduce -12.3% 16,912 $671K
Capital Planning Advisors, LLC 0.10% Reduce -0.1% 16,904 $671K
PBMares Wealth Management LLC 0.14% Add +0.3% 16,884 $670K
Wallace Advisory Group, LLC 0.49% Reduce -3.2% 16,810 $669K
Allen Mooney & Barnes Investment Advisors LLC 0.11% Reduce -0.8% 16,843 $668K
Wellspring Financial Advisors, LLC 0.08% Add +59.1% 16,828 $668K
Smith, Moore & Co. 0.06% Reduce -0.2% 16,819 $667K
Gateway Wealth Partners, LLC 0.18% Reduce -2.2% 16,801 $667K
Fortem Financial Group, LLC 0.27% Add +2.3% 16,777 $666K
C2C Wealth Management, LLC 0.62% No change 15,911 $665K
Magnus Financial Group LLC 0.07% Reduce -52.9% 16,742 $664K
Firethorn Wealth Partners, LLC 0.34% Reduce -4.1% 16,739 $664K
High Net Worth Advisory Group LLC 0.18% Reduce -7.4% 16,721 $664K
Interchange Capital Partners, LLC 0.24% Reduce -3.3% 16,714 $663K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Reduce -2.8% 16,703 $663K
Maia Wealth LLC 0.16% Add +7.4% 15,535 $663K
Spirepoint Private Client, LLC 0.09% Reduce -0.5% 16,689 $662K
Strategic Wealth Partners, Ltd. 0.06% Reduce -5.8% 16,663 $661K
MBL Wealth, LLC 0.07% Add +0.4% 16,625 $660K
Machina Capital S.A.S. 0.26% Reduce -55.4% 16,622 $660K
Ssi Investment Management LLC 0.25% Reduce -0.1% 16,615 $659K
McCarter Private Wealth Services LLC 0.42% — 16,612 $659K
S.A. Mason LLC 0.35% Reduce -0.6% 16,606 $659K
Sittner & Nelson, LLC 0.29% Add +6.4% 16,593 $658K
Pine Valley Investments Ltd Liability Co 0.05% Add +2.2% 16,579 $658K
Delta Asset Management LLC 0.06% Reduce -1.7% 16,575 $658K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.16% Reduce -8.8% 16,548 $657K
Unique Wealth Strategies, LLC 0.28% Add +0.3% 16,534 $656K
WoodTrust Financial Corp 0.09% Reduce -30.9% 16,543 $656K
Alan B Lancz & Associates, Inc. 0.60% Add +8.9% 16,528 $656K
MRP Capital Investments, LLC 0.62% Reduce -11.1% 16,500 $655K
Staley Capital Advisers Inc. 0.03% No change 16,500 $655K
TCI Wealth Advisors, Inc. 0.06% Reduce -19.9% 16,442 $652K
Alberta Investment Management Corp 0.01% Add +54.7% 16,400 $651K
Colonial Trust Co / SC 0.10% Add +0.4% 16,382 $650K
Kowal Investment Group, LLC 0.12% Add +6.7% 16,365 $649K
Fca Corp. 0.20% Reduce -10.2% 16,345 $649K
City State Bank 0.24% Add +5.5% 16,341 $648K
Silvia McColl Wealth Management, LLC 0.48% No change 16,318 $647K
Westover Capital Advisors, LLC 0.12% No change 16,303 $647K
Tudor Financial Inc. 0.40% — 16,264 $645K
Forza Wealth Management, LLC 0.30% Add +3.2% 16,261 $645K
Farmers Trust Co. 0.12% Add +8.5% 16,245 $645K
Fort Pitt Capital Group, LLC 0.02% Reduce -96.5% 16,244 $645K
Gryphon Financial Partners LLC 0.09% Add +5.1% 16,227 $644K
HHM Wealth Advisors, LLC 0.09% Reduce -0.9% 16,170 $642K
Capital Markets Trading UK LLP 0.59% Reduce -84.2% 16,149 $641K
Fortitude Advisory Group L.L.C. 0.40% Reduce -5.7% 16,076 $638K
Ascent Wealth Partners, LLC 0.09% Add +5.3% 16,072 $638K
Lion Street Advisors, LLC 0.22% Add +1.2% 16,066 $637K
Acorn Financial Advisory Services Inc. 0.11% Reduce -0.3% 16,021 $636K
First Wilshire Securities Management Inc. 0.18% Reduce -40.2% 15,958 $633K
Gilbert & Cook, Inc. 0.09% Reduce -0.5% 15,951 $633K
Revolve Wealth Partners, LLC 0.10% Add +20.2% 15,944 $633K
Zullo Investment Group, Inc. 0.26% Add +0.3% 15,892 $631K
Concord Asset Management, LLC 0.14% Add +1.9% 15,868 $630K
General Partner, Inc. 0.39% No change 15,866 $630K
Autumn Glory Partners, LLC 0.24% No change 15,722 $624K
Northern Financial Advisors Inc 0.47% Reduce -1.3% 15,701 $623K
Harvey Investment Co. LLC 0.07% No change 15,686 $622K
Sky Investment Group LLC 0.11% No change 15,654 $621K
Forte Capital LLC 0.07% Reduce -2.6% 15,646 $621K
Knollwood Investment Advisory, LLC 0.07% No change 15,638 $621K
Cerro Pacific Wealth Advisors LLC 0.23% No change 15,591 $620K
Florida Financial Advisors, LLC 0.32% Add +17.9% 15,609 $619K
New Hampshire Trust 0.13% Reduce -26.7% 15,611 $619K
First Citizens Financial Corp 0.33% Reduce -0.3% 15,607 $619K
SkyView Investment Advisors, LLC 0.10% Add +4.3% 15,602 $619K
Enterprise Bank & Trust Co 0.20% No change 15,573 $618K
Private Wealth Advisors, LLC 0.25% Reduce -1.3% 15,733 $617K
Enterprise Financial Services Corp 0.36% Reduce -2.2% 15,527 $616K
Goldstone Financial Group, LLC 0.11% Add +23.0% 15,492 $615K
Drucker Wealth 3.0, LLC 0.15% Add +3.7% 15,487 $615K
Virtue Capital Management, LLC 0.12% Reduce -4.5% 15,486 $614K
Zuckerman Investment Group, LLC 0.06% Reduce -71.9% 15,461 $614K
Addison Advisors LLC 0.17% Reduce -1.9% 15,452 $613K
Arax Advisory Partners 0.05% Add +3.6% 15,441 $613K
YHB Investment Advisors, Inc. 0.05% Reduce -15.0% 15,364 $610K
Intrinsic Value Partners, LLC 0.61% Reduce -53.8% 15,363 $610K
Guyasuta Investment Advisors Inc. 0.04% Add +5.5% 15,359 $609K
Foster & Motley Inc. 0.04% Add +0.1% 15,335 $608K
Boston Mountain Money Management Inc. 0.35% No change 15,317 $608K
Opal Wealth Advisors, LLC 0.19% Add +7.4% 15,284 $606K
Algert Global LLC 0.02% New 15,266 $606K
Private Capital Management LLC 0.11% Add +194.5% 15,242 $605K
Selective Wealth Management, Inc. 0.25% Reduce -1.6% 15,135 $604K
Encompass Wealth Advisors, LLC 0.15% Add +0.0% 15,216 $604K
Frisch Financial Group, Inc. 0.18% Reduce -4.6% 15,154 $601K
Gifford Fong Associates 0.15% No change 15,147 $601K
Richard W. Paul & Associates, LLC 0.22% Add +1.3% 15,140 $601K
True Vision MN LLC 0.36% Add +14.8% 15,087 $599K
Shoker Investment Counsel, Inc. 0.20% Add +0.3% 15,072 $598K
HTLF Bank 0.06% Reduce -12.3% 15,062 $598K
Spinnaker Trust 0.04% Add +0.3% 15,061 $598K
Hilltop National Bank 0.18% Reduce -2.6% 15,032 $596K
Altiora Financial Group, LLC 0.13% No change 15,010 $596K
Crumly & Associates Inc. 0.16% Reduce -33.5% 15,001 $595K
Wescott Financial Advisory Group, LLC 0.06% Add +1.0% 15,000 $595K
Vance Wealth, LLC 0.23% Add +1.4% 15,000 $595K
Acropolis Investment Management, LLC 0.04% Reduce -21.4% 14,902 $591K
First Heartland Consultants, Inc. 0.06% Reduce -9.3% 14,898 $591K
Integrity Financial Corp 0.35% Add +1.6% 14,875 $590K
Transatlantique Private Wealth LLC 0.23% Reduce -1.2% 14,863 $590K
Citizens National Bank Trust Department 0.12% No change 14,850 $589K
Barry Investment Advisors, LLC 0.18% Reduce -3.5% 14,819 $588K
Harvest Fund Management Co., Ltd 0.03% Add +48.5% 14,821 $588K
Marble Harbor Investment Counsel, LLC 0.06% Reduce -14.5% 14,775 $586K
DT Investment Partners, LLC 0.05% Add +8.3% 14,768 $586K
Saiph Capital, LLC 0.28% Reduce -0.1% 105,395 $585K
Towercrest Capital Management 0.09% No change 14,717 $584K
MSH Capital Advisors LLC 0.18% No change 14,701 $583K
KMG Fiduciary Partners, LLC 0.05% Add +0.6% 14,673 $582K
Oak Thistle LLC 0.19% New 14,655 $582K
Quarry LP 0.18% New 14,618 $580K
SYM FINANCIAL Corp 0.08% Add +6.4% 14,606 $580K
Alexander Labrunerie & Co., Inc. 0.27% No change 14,562 $578K
Oxford Asset Management LLP 0.49% New 14,501 $575K
Tiemann Investment Advisors, LLC 0.25% No change 14,475 $574K
Alliance Wealth Advisors, LLC 0.33% Reduce -8.1% 14,427 $572K
Black Maple Capital Management LP 0.43% New 14,400 $571K
Clarity Financial LLC 0.07% Add +82.2% 14,397 $571K
Lantz Financial LLC 0.15% Add +1.3% 14,397 $571K
Verus Capital Partners, LLC 0.06% Reduce -16.4% 14,363 $570K
Leslie Global Wealth, LLC 0.28% New 14,356 $570K
Financial Management Network Inc. 0.12% Reduce -0.3% 14,197 $569K
Petix & Botte Co 0.15% No change 14,334 $569K
Transamerica Financial Advisors, LLC 0.06% New 14,291 $568K
Wambolt & Associates, LLC 0.16% Reduce -3.7% 14,461 $567K
Bond & Devick Financial Network, Inc. 0.24% Reduce -1.6% 14,237 $565K
Defined Wealth Management, LLC 0.37% Reduce -0.7% 14,228 $565K
Tyche Wealth Partners LLC 0.13% Reduce -8.0% 14,227 $565K
Archer Investment Corp 0.15% Add +0.0% 14,187 $563K
Main Street Research LLC 0.04% Reduce -29.6% 14,185 $563K
Vaughan David Investments LLC 0.01% Reduce -12.1% 14,133 $561K
Canvas Wealth Advisors, LLC 0.15% Reduce -5.3% 14,126 $561K
Sivia Capital Partners, LLC 0.33% Reduce -2.7% 14,101 $560K
Life Planning Partners, Inc 0.50% Reduce -17.8% 14,059 $558K
Apexium Financial, LP 0.04% Add +1.8% 14,043 $557K
WESPAC Advisors, LLC 0.41% Add +0.0% 14,022 $556K
UNIVEST FINANCIAL Corp 0.04% New 14,002 $556K
Stanley-Laman Group, Ltd. 0.07% No change 14,000 $556K
William B. Walkup & Associates, Inc. 0.34% Reduce -10.8% 13,978 $555K
New Millennium Group LLC 0.36% Reduce -17.1% 13,972 $554K
Private Management Group Inc. 0.02% Add +85.2% 13,957 $554K
Castle Rock Wealth Management, LLC 0.13% Add +23.1% 13,779 $554K
Sheets Smith Wealth Management 0.07% Reduce -3.4% 13,943 $553K
Chicago Capital, LLC 0.02% Add +1.8% 13,923 $552K
Secure Asset Management, LLC 0.09% Reduce -24.6% 13,877 $551K
Arbor Investment Advisors, LLC 0.07% Add +56.2% 13,874 $551K
Copley Financial Group, Inc. 0.50% — 13,859 $550K
Paladin Wealth, LLC 0.48% — 13,838 $549K
Lakeshore Financial Planning, Inc. 0.24% Add +0.6% 13,829 $549K
Cary Street Partners Asset Management LLC 0.07% Reduce -7.0% 13,791 $547K
Activest Wealth Management 0.17% Reduce -0.7% 13,787 $547K
M3 Advisory Group, LLC 0.40% Add +1.2% 13,752 $546K
Capstone Investment Advisors, LLC 0.02% Reduce -70.8% 13,746 $545K
Optas, LLC 0.13% Add +15.9% 13,730 $545K
Outlook Wealth Advisors, LLC 0.16% New 13,714 $544K
New Covenant Trust Company, N.A. 0.53% Add +12.1% 13,811 $544K
Burns J W & Co. Inc. 0.07% Reduce -51.4% 13,668 $542K
B.O.S.S. Retirement Advisors, LLC 0.11% Add +13.6% 13,628 $541K
Cladis Investment Advisory, LLC 0.37% Reduce -2.9% 13,623 $541K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -29.1% 13,620 $540K
Hanover Advisors Inc. 0.23% No change 13,604 $540K
Private Portfolio Partners LLC 0.10% New 13,596 $539K
First National Bank of Omaha 0.03% Reduce -6.9% 13,576 $539K
Clearview Wealth Advisors LLC 0.42% Reduce -32.7% 13,572 $539K
Black Cypress Capital Management, LLC 0.48% Reduce -17.5% 13,560 $538K
Berger Financial Group, Inc 0.04% Add +8.8% 13,551 $538K
Bay Rivers Group 0.27% Reduce -0.1% 13,446 $534K
SlateStone Wealth, LLC 0.05% Add +18.8% 13,425 $533K
Raleigh Capital Management Inc. 0.21% Reduce -8.5% 13,422 $533K
Hudock, Inc. 0.09% Reduce -5.8% 13,419 $533K
Baker Ellis Asset Management LLC 0.08% Add +8.9% 13,405 $532K
Patten Group, Inc. 0.12% Reduce -33.1% 13,359 $530K
HBW Advisory Services LLC 0.08% Reduce -4.9% 13,346 $530K
Brandywine Trust Co. 0.08% No change 13,326 $529K
Balentine LLC 0.02% New 13,304 $528K
Aristotle Capital Management, LLC 0.00% No change 13,300 $528K
Trust Co. of Toledo NA 0.07% Add +3.2% 13,288 $527K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -4.5% 13,284 $527K
Summit Wealth & Retirement Planning, Inc. 0.17% Add +6.2% 13,273 $527K
Ariadne Wealth Management, LP 0.29% Add +37.9% 11,750 $526K
Garden State Investment Advisory Services LLC 0.17% Reduce -2.6% 13,230 $525K
Eagle Harbor Asset Management Inc. 0.52% No change 13,200 $524K
Ausdal Financial Partners, Inc. 0.05% Reduce -3.4% 13,175 $523K
Kelly Lawrence W & Associates Inc. 0.12% Add +43.5% 13,146 $522K
GenTrust, LLC 0.03% Reduce -6.4% 13,126 $521K
Guidance Point Advisors, LLC 0.16% Add +0.3% 13,013 $516K
Smith Anglin Financial, LLC 0.05% Add +13.6% 13,007 $516K
JB Capital LLC 0.03% Add +8.0% 12,990 $515K
Marino, Stram & Associates LLC 0.12% Reduce -0.3% 12,982 $515K
WealthCare Investment Partners, LLC 0.23% Reduce -0.6% 12,887 $515K
Thrive Capital Management, LLC 0.24% Reduce -0.8% 12,955 $514K
Gemmer Asset Management LLC 0.05% Reduce -1.1% 12,948 $514K
Adirondack Trust Co. 0.20% Reduce -36.6% 12,947 $514K
Cordgrass Capital Advisors, LLC 0.15% Add +6.6% 12,941 $513K
Turtle Creek Wealth Advisors, LLC 0.10% Add +10.9% 12,894 $512K
Consolidated Portfolio Review Corp 0.11% Add +3.4% 12,871 $511K
Bedel Financial Consulting, Inc. 0.07% Reduce -0.2% 12,858 $510K
Thrive Wealth Management, LLC 0.09% Add +10.6% 12,831 $509K
Regatta Capital Group, LLC 0.10% Add +1.1% 12,802 $508K
Ergawealth Advisors, Inc. 0.25% No change 12,800 $508K
Navellier & Associates Inc. 0.07% Reduce -29.8% 12,800 $508K
Albion Financial Group 0.04% No change 12,760 $506K
MV Capital Management, Inc. 0.05% Add +0.9% 12,729 $505K
Seven Mile Advisory 0.33% Add +56.3% 12,707 $504K
Verum Partners LLC 0.15% Reduce -2.4% 12,678 $503K
Optimum Investment Advisors 0.22% Reduce -4.3% 12,659 $502K
Cape Investment Advisory, Inc. 0.20% Add +3.9% 12,613 $500K
Cascades Capital Asset Management, LLC 0.28% — 12,563 $499K
Aberdeen Wealth Management LLC 0.33% Add +2.5% 12,558 $498K
Silver Lake Advisory, LLC 0.11% Reduce -4.0% 12,550 $498K
Pacific Sun Financial Corp 0.27% Reduce -0.5% 12,505 $496K
Hazlett, Burt & Watson, Inc. 0.23% Add +4.2% 12,464 $496K
Clarus Group, Inc. 0.21% Add +0.3% 12,490 $496K
Kapstone Financial Advisors LLC 0.30% Reduce -0.4% 12,569 $495K
Tradition Wealth Management, LLC 0.04% Reduce -1.7% 12,473 $495K
Savvy Advisors, Inc. 0.10% Add +24.2% 12,458 $494K
New Century Financial Group, LLC 0.18% Reduce -10.6% 12,447 $494K
Arcataur Capital Management LLC 0.17% Reduce -0.1% 12,438 $494K
Founders Capital Management, LLC 0.09% Reduce -32.7% 12,431 $493K
O'ROURKE & COMPANY, Inc 0.25% Add +2.5% 12,401 $492K
Morton Capital Management LLC 0.10% Add +23.5% 12,397 $492K
Peoples Financial Services Corp. 0.22% Reduce -35.0% 12,390 $492K
Patron Partners, LLC 0.27% Reduce -13.9% 12,352 $490K
Eaton Financial Holdings Company, LLC 0.20% — 12,311 $488K
Rise Advisors, LLC 0.23% Reduce -4.1% 12,284 $487K
Foster Victor Wealth Advisors, LLC 0.04% Reduce -12.9% 12,118 $487K
Twin Focus Capital Partners, LLC 0.08% Reduce -2.0% 12,274 $487K
Mine & Arao Wealth Creation & Management, LLC. 0.23% Reduce -0.2% 12,272 $487K
Lincoln Capital Corp. 0.20% Add +0.3% 12,265 $487K
Proficio Capital Partners LLC 0.05% Reduce -27.2% 12,253 $486K
Cahill Financial Advisors Inc. 0.07% Add +2.1% 12,231 $485K
Weik Capital Management 0.20% Reduce -7.0% 12,230 $485K
Morton Brown Family Wealth, LLC 0.17% No change 12,197 $484K
Summitry LLC 0.02% Reduce -3.4% 12,187 $484K
Drake & Associates, LLC 0.16% Add +9.5% 12,148 $482K
Mindset Wealth Management, LLC 0.20% — 12,108 $480K
Montchanin Asset Management, LLC 0.45% No change 12,100 $480K
Sunpointe, LLC 0.39% Add +0.9% 12,087 $480K
Ontario Teachers Pension Plan Board 0.00% New 12,081 $479K
LMR Partners LLP 0.01% New 12,075 $479K
Elyxium Wealth, LLC 0.26% — 12,071 $479K
First American Trust, FSB 0.05% Reduce -8.2% 12,066 $479K
Rice Partnership, LLC 0.10% Reduce -14.8% 12,063 $479K
Cim Investment Management Inc. 0.14% Reduce -3.1% 12,054 $478K
Atwood & Palmer Inc. 0.03% No change 12,052 $478K
Leo Wealth, LLC 0.04% Reduce -0.1% 11,996 $476K
United Community Bank 0.19% Reduce -3.8% 11,996 $476K
Radnor Capital Management, LLC 0.07% Add +75.1% 12,005 $476K
Sigma Investment Counselors Inc. 0.03% Add +12.0% 11,993 $476K
TRUE Private Wealth Advisors 0.06% Reduce -22.3% 11,973 $475K
Sawyer & Company, Inc 0.18% No change 11,965 $475K
ORG Partners LLC 0.08% Reduce -17.1% 11,969 $475K
Flaharty Asset Management, LLC 0.07% Reduce -5.4% 11,943 $474K
Dogwood Wealth Management LLC 0.27% Add +9.9% 11,942 $474K
Cahaba Wealth Management, Inc. 0.04% Add +0.2% 11,925 $473K
Altus Wealth Group LLC 0.20% Add +1.8% 11,918 $473K
Ledyard National Bank 0.04% Add +17.5% 11,898 $472K
Middleton & Co. Inc. 0.05% Reduce -4.0% 11,883 $472K
Ridgecrest Wealth Partners, LLC 0.25% Add +0.7% 11,882 $471K
Mayfair Advisory Group, LLC 0.30% Add +19.4% 11,735 $471K
Bank & Trust Co 0.38% No change 11,853 $470K
Benedict Financial Advisors Inc. 0.11% Reduce -14.2% 11,851 $470K
Point Windward Advisors Inc. 0.18% Reduce -1.7% 11,850 $470K
McAdam, LLC 0.03% Add +3.5% 11,836 $470K
Union Savings Bank 0.23% Reduce -5.5% 11,835 $470K
Wolverine Trading, LLC 0.01% Reduce -97.5% 11,904 $469K
VeraBank, N.A. 0.14% Reduce -5.5% 11,812 $469K
Hayek Kallen Investment Management 0.17% Add +6.0% 11,789 $468K
Angeles Investment Advisors, LLC 0.02% No change 11,768 $467K
IFG Advisors, LLC 0.10% Add +0.6% 11,753 $466K
Crawford Investment Counsel Inc. 0.01% Reduce -4.1% 11,736 $466K
Alerus Financial NA 0.03% Reduce -1.7% 11,734 $466K
Five Oceans Advisors 0.22% Add +0.3% 11,728 $465K
First Foundation Advisors 0.02% Add +0.3% 11,682 $464K
Hemington Wealth Management 0.12% Reduce -8.6% 11,074 $463K
Leavell Investment Management, Inc. 0.02% Reduce -0.1% 11,609 $461K
First Affirmative Financial Network 0.25% Add +28.6% 11,595 $460K
JGP Wealth Management, LLC 0.06% Add +9.6% 11,561 $459K
Chiron Capital Management, LLC 0.41% Reduce -8.0% 11,554 $458K
Spring Capital Management, LLC 0.37% No change 16,743 $458K
Addison Capital Co 0.18% Reduce -1.0% 11,548 $458K
City Center Advisors, LLC 0.51% Add +2.1% 11,516 $457K
Trust Co of the South 0.10% No change 11,503 $456K
LMG Wealth Partners, LLC 0.10% Reduce -3.4% 11,482 $456K
Earned Wealth Advisors, LLC 0.14% Add +19.9% 11,449 $454K
Gateway Advisory, LLC 0.07% Add +1.5% 11,445 $454K
Destination Wealth Management 0.01% Add +58.0% 11,444 $454K
Franklin Street Advisors Inc. 0.03% Add +22.4% 11,432 $454K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -19.5% 11,487 $454K
Sunflower Bank, N.A. 0.12% Add +7.2% 11,438 $454K
Benin Management CORP 0.13% Add +0.2% 11,431 $454K
Cascade Financial Partners, LLC 0.06% No change 10,720 $453K
LongView Wealth Management 0.14% Reduce -2.8% 11,415 $453K
Tilson Financial Group, Inc. 0.20% Reduce -1.3% 11,366 $451K
Oak Asset Management, LLC 0.16% No change 11,352 $450K
Pacific Sage Partners, LLC 0.11% Reduce -0.2% 11,336 $450K
RiverGlades Family Offices LLC 0.32% No change 11,300 $448K
Freedom Day Solutions, LLC 0.14% No change 11,289 $448K
Semus Wealth Partners LLC 0.31% Add +4.0% 11,280 $448K
Wealthspire Retirement, LLC 0.04% Reduce -40.5% 11,264 $447K
Geller Advisors LLC 0.03% Reduce -32.5% 11,250 $446K
L & S Advisors Inc 0.05% Add +5.8% 11,248 $446K
Cutter & CO Brokerage, Inc. 0.10% Reduce -4.8% 11,227 $445K
ABLE Financial Group, LLC 0.14% Reduce -0.4% 11,213 $445K
Cypress Wealth Services, LLC 0.09% Add +1.3% 11,147 $442K
Klingman & Associates, LLC 0.03% Add +3.9% 11,139 $442K
D L Carlson Investment Group Inc. 0.08% Reduce -16.6% 11,121 $441K
Twin City Private Wealth, LLC 0.38% Add +1.4% 11,105 $441K
Sara-Bay Financial 0.16% Reduce -23.2% 11,100 $440K
Prelude Capital Management, LLC 0.03% Reduce -34.8% 11,085 $440K
Trek Financial, LLC 0.03% Reduce -2.3% 11,082 $440K
Austin Private Wealth, LLC 0.04% Add +3.3% 11,056 $439K
Smithbridge Asset Management Inc. 0.08% No change 11,012 $437K
Werba Rubin Papier Wealth Management 0.10% Add +26.2% 10,998 $436K
Round Hill Asset Management 0.29% Reduce -5.7% 10,993 $436K
Keystone Financial Services 0.17% Add +7.4% 10,972 $435K
Townsend Asset Management Corp. /NC/ 0.16% Reduce -0.7% 10,952 $435K
Brophy Wealth Management, LLC 0.16% — 10,937 $434K
Chapman Investment Management, LLC 0.32% Add +0.0% 10,922 $433K
Kintra Wealth, LLC 0.29% Reduce -10.9% 10,922 $433K
Silver Oak Securities, Incorporated 0.05% Add +40.7% 10,945 $431K
Promethium Advisors,llc 0.30% — 10,865 $431K
Regent Peak Wealth Advisors LLC 0.10% Add +1.8% 10,855 $431K
Sollinda Capital Management LLC 0.12% Reduce -8.4% 10,840 $430K
Toth Financial Advisory Corp. 0.05% Add +0.0% 10,820 $429K
Verus Financial Partners, Inc. 0.05% Reduce -2.2% 10,940 $429K
Obermeyer Wealth Partners 0.02% Reduce -16.6% 10,805 $429K
TBH Global Asset Management, LLC 0.09% Add +1.0% 10,787 $428K
Signature Estate & Investment Advisors LLC 0.01% Reduce -2.6% 10,778 $428K
Amplius Wealth Advisors, LLC 0.05% No change 10,772 $427K
Oldfather Financial Services, LLC 0.16% No change 10,767 $427K
Blueshift Asset Management, LLC 0.11% New 10,756 $427K
Apella Capital, LLC 0.02% Reduce -3.5% 10,870 $426K
Traphagen Investment Advisors LLC 0.04% Reduce -2.7% 10,734 $426K
Cozad Asset Management Inc. 0.04% Reduce -3.9% 10,734 $426K
Affinity Capital Advisors, LLC 0.08% Add +42.8% 10,720 $425K
Alpine Bank Wealth Management 0.07% — 10,695 $424K
Integris Wealth Management, LLC 0.12% Add +10.0% 10,688 $424K
First Financial Corp. 0.20% Reduce -0.8% 10,672 $423K
Cohen & Steers, Inc. 0.00% Add +1.9% 10,625 $422K
Keebeck Wealth Management 0.06% Add +0.5% 10,622 $421K
Financial Management Professionals, Inc. 0.05% Reduce -14.7% 10,606 $421K
Susquehanna International Group Ltd. 0.09% New 10,605 $421K
Confluence Investment Management LLC 0.01% No change 10,591 $420K
Wedge Capital Management L L P 0.01% Add +0.5% 10,551 $419K
Delta Investment Management, LLC 0.09% Add +2.7% 10,541 $418K
Boyd Watterson Asset Management LLC 0.12% Reduce -5.0% 10,523 $418K
Certified Advisory Corp 0.05% Add +11.2% 10,506 $417K
Arlington Trust Co LLC 0.09% Add +1.1% 10,503 $417K
KWB Wealth 0.05% Add +0.4% 10,466 $416K
FDx Advisors, Inc. 0.11% New 10,476 $416K
Stone Summit Wealth LLC 0.13% Reduce -0.9% 10,400 $413K
Larson Financial Group LLC 0.02% Add +18.0% 10,382 $412K
Brave Asset Management Inc. 0.10% Reduce -0.9% 10,375 $412K
Sfmg, LLC 0.03% Reduce -12.3% 10,363 $411K
BlueChip Wealth Advisors LLC 0.22% Reduce -18.2% 10,361 $411K
Select Asset Management & Trust 0.15% Reduce -41.9% 10,367 $411K
Smith Chas P & Associates Pa Cpas 0.02% Add +0.4% 10,329 $410K
Cornerstone Management, Inc. 0.09% No change 10,300 $409K
Gilman Hill Asset Management, LLC 0.07% New 10,297 $409K
Capula Management Ltd 0.01% Add +185.7% 10,286 $408K
Vicus Capital 0.04% Reduce -26.8% 10,279 $408K
Intrua Financial, LLC 0.07% Reduce -22.1% 10,277 $408K
Beirne Wealth Consulting Services, LLC 0.14% Reduce -5.4% 10,234 $406K
My Legacy Advisors, LLC 0.16% New 10,175 $404K
Pathway Financial Advisors LLC 0.10% Reduce -0.5% 10,163 $403K
Clark Financial Services Group Inc. 0.37% Add +14.2% 10,163 $403K
Dover Advisors, LLC 0.23% Reduce -5.0% 10,145 $403K
Laird Norton Wetherby Trust Company, LLC 0.05% New 10,140 $402K
Adamsbrown Wealth Consultants LLC 0.14% Reduce -0.4% 10,118 $401K
Beta Wealth Group, Inc. 0.18% Add +44.3% 10,115 $401K
Southeast Asset Advisors, LLC 0.04% Add +0.0% 10,110 $401K
Essex Bank 0.10% Reduce -16.7% 10,097 $401K
Executive Wealth Management, LLC 0.03% New 10,056 $399K
Financial Council, LLC 0.21% Add +0.1% 10,021 $398K
WMS Partners, LLC 0.02% Reduce -20.4% 10,018 $397K
Red Wave Investments LLC 0.14% No change 9,991 $396K
RS Crum Inc. 0.09% Add +0.1% 9,990 $396K
Foster Group, Inc. 0.01% Reduce -2.2% 9,959 $395K
Allred Capital Management, LLC 0.16% Add +0.6% 9,957 $395K
Alliance Wealth Management Group 0.10% No change 9,929 $394K
Paces Ferry Wealth Advisors, LLC 0.23% Reduce -0.7% 9,928 $394K
Kavar Capital Partners Group, LLC 0.06% Reduce -7.0% 9,925 $394K
Oxford Financial Group, LTD. LLC 0.03% Reduce -46.7% 9,922 $394K
Brandywine Oak Private Wealth LLC 0.04% Reduce -0.0% 9,917 $394K
One Wealth Advisors, LLC 0.06% Add +6.3% 9,908 $393K
Arbor Trust Wealth Advisors, LLC 0.21% No change 9,858 $392K
Veracity Capital LLC 0.15% Add +0.0% 9,841 $390K
Romano Brothers and Company 0.05% No change 9,838 $390K
Onyx Bridge Wealth Group LLC 0.06% Add +5.0% 9,829 $390K
Van Strum & Towne Inc. 0.13% No change 9,824 $390K
Lokken Investment Group LLC 0.16% Add +0.7% 9,821 $390K
BOS Asset Management, LLC 0.14% Reduce -10.1% 9,803 $389K
Orrstown Financial Services Inc. 0.11% New 9,793 $389K
Occidental Asset Management, LLC 0.06% Add +13.8% 9,787 $388K
Obsidian Personal Planning Solutions LLC 0.20% Add +0.9% 9,272 $388K
Chatham Capital Group, Inc. 0.06% No change 9,749 $387K
Mountain Pacific Investment Advisers LLC 0.03% No change 9,743 $387K
Channel Wealth LLC 0.13% Reduce -0.0% 9,712 $385K
Walker Asset Management, LLC 0.24% Reduce -2.5% 9,684 $384K
Tradewinds Capital Management, LLC 0.10% Add +0.0% 9,655 $383K
Consilium Wealth Advisory, LLC 0.21% No change 9,633 $382K
Cherrydale Wealth Management, LLC 0.16% Add +0.1% 9,628 $382K
Bath Savings Trust Co 0.04% Add +5.5% 9,620 $382K
Aveo Capital Partners, LLC 0.04% Add +53.0% 9,603 $381K
J. L. Bainbridge & Co., Inc. 0.04% Add +1.0% 9,593 $381K
New England Professional Planning Group Inc. 0.19% No change 9,583 $380K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +22.6% 9,564 $380K
TrueWealth Advisors, LLC 0.13% Add +2.5% 9,537 $378K
American Trust 0.03% Reduce -9.4% 9,534 $378K
Fi3 FINANCIAL ADVISORS, LLC 0.15% Add +22.9% 9,525 $378K
Centric Wealth Management 0.10% Reduce -1.8% 8,320 $378K
Centurion Wealth Management LLC 0.12% — 9,495 $377K
Seeds Investor LLC 0.14% Add +41.8% 9,442 $375K
Riversedge Advisors, LLC 0.08% Reduce -0.4% 9,428 $374K
Carr Financial Group Corp 0.11% Add +0.1% 9,418 $374K
1834 Investment Advisors Co. 0.04% Reduce -46.3% 9,414 $374K
Almanack Investment Partners, LLC. 0.06% Add +6.9% 9,395 $373K
Everstar Asset Management, LLC 0.26% — 9,385 $372K
Ellis Investment Partners, LLC 0.07% Reduce -8.0% 9,381 $372K
Townsend & Associates, Inc 0.04% Reduce -2.6% 8,778 $372K
AlphaStar Capital Management, LLC 0.03% Add +5.0% 9,366 $372K
Arthur M. Cohen & Associates, LLC 0.07% Reduce -11.3% 9,363 $372K
Rosenberg Matthew Hamilton 0.10% Add +2.1% 9,348 $371K
Nadler Financial Group, Inc. 0.04% Reduce -1.0% 9,328 $370K
Financial Security Advisor, Inc. 0.09% Add +1.0% 9,304 $369K
Sonata Capital Group Inc. 0.16% Reduce -3.1% 9,300 $369K
Gould Asset Management LLC 0.08% Add +47.8% 9,279 $368K
Black Swift Group, LLC 0.08% Add +42.3% 9,250 $367K
Bruce G. Allen Investments, LLC 0.28% Reduce -0.5% 9,235 $366K
Resolute Wealth Strategies, LLC 0.19% Reduce -9.6% 9,209 $365K
Garde Capital, Inc. 0.02% No change 9,209 $365K
TCFG Wealth Management, LLC 0.18% — 9,179 $364K
Miramar Capital, LLC 0.08% Reduce -56.8% 9,166 $364K
Triton Wealth Management, PLLC 0.21% No change 9,218 $362K
Lakeridge Wealth Management LLC 0.20% Add +0.1% 9,113 $362K
Pingora Partners LLC 0.26% Reduce -4.8% 9,111 $362K
Jacobsen Capital Management 0.15% Add +13.9% 9,099 $361K
Greystone Financial Group, LLC 0.06% No change 9,099 $361K
Blodgett Wealth Advisors, LLC 0.30% Add +0.1% 9,097 $361K
Hyperion Capital Advisors LP 0.17% No change 9,081 $360K
Sequent Planning LLC 0.12% Reduce -0.5% 9,072 $360K
London Co. of Virginia 0.00% Reduce -11.3% 9,040 $359K
Powers Advisory Group, LLC 0.18% Add +0.5% 9,009 $357K
LCNB Corp. 0.13% Reduce -17.8% 9,008 $357K
Private Capital Management, LLC 0.04% Reduce -14.8% 8,999 $357K
Quantum Financial Advisors, LLC 0.06% Add +7.9% 8,970 $356K
Baltimore-Washington Financial Advisors, Inc. 0.02% Reduce -0.7% 8,964 $356K
Charles Schwab Trust Co 0.03% No change 8,955 $355K
Mezzasalma Advisors, LLC 0.14% Add +4.9% 8,922 $354K
Eagle Wealth Strategies LLC 0.26% Reduce -2.3% 8,844 $351K
Jackson Hole Capital Partners, LLC 0.07% Reduce -11.7% 8,832 $350K
Consilio Wealth Advisors, LLC 0.14% Add +12.9% 8,831 $350K
Park Place Capital Corp 0.10% No change 8,829 $350K
Twelve Points Wealth Management LLC 0.11% Add +4.4% 8,808 $350K
Southland Equity Partners LLC 0.08% Add +9.0% 8,785 $349K
Kolinsky Wealth Management, LLC 0.23% Add +6.0% 8,778 $348K
Fort Point Capital Partners LLC 0.04% Add +8.9% 8,778 $348K
HC Advisors, LLC 0.29% No change 8,765 $348K
WealthPLAN Partners, LLC 0.05% Reduce -69.7% 8,749 $347K
Zhang Financial LLC 0.02% Add +1.9% 8,733 $347K
Evermay Wealth Management LLC 0.06% Reduce -2.2% 8,728 $346K
Warwick Investment Management, Inc. 0.08% Add +0.8% 8,688 $345K
Prossimo Advisors, LLC 0.25% New 8,660 $344K
Valley National Advisers Inc. 0.06% Reduce -23.7% 8,674 $344K
WR Wealth Planners, LLC 0.10% Reduce -24.6% 8,666 $344K
Zions Bancorporation, N.A. 0.03% Reduce -59.9% 8,656 $343K
Versant Capital Management, Inc 0.08% Add +16.8% 8,655 $343K
Laffer Tengler Investments, Inc. 0.08% Reduce -4.4% 8,650 $343K
Ti-Trust, Inc. 0.25% No change 8,646 $343K
Cooper/Haims Advisors, LLC 0.19% Reduce -5.5% 8,640 $343K
Sendero Wealth Management, LLC 0.05% No change 8,627 $342K
MBA Advisors LLC 0.16% Add +1.3% 8,612 $342K
Grey Ledge Advisors, LLC 0.09% Reduce -2.8% 8,584 $341K
Tucker Asset Management LLC 0.08% Add +17.6% 8,582 $341K
Archford Capital Strategies, LLC 0.05% Add +19.1% 8,108 $340K
Kozak & Associates, Inc. 0.08% Reduce -3.6% 7,924 $339K
Legacy Capital Wealth Partners, LLC 0.07% Add +2.0% 8,536 $339K
Westshore Wealth, LLC 0.14% Reduce -1.8% 8,509 $338K
Stablepoint Partners, LLC 0.06% Add +10.5% 8,508 $338K
Motco 0.03% Reduce -3.0% 8,501 $337K
Summit Financial Strategies, Inc. 0.04% No change 8,497 $337K
STAR Financial Bank 0.23% Reduce -20.6% 8,489 $337K
Marshall Financial Group Inc. 0.10% Add +0.6% 8,467 $336K
Traveka Wealth, LLC 0.17% Add +9.2% 8,459 $336K
Cardinal Capital Management, Inc. 0.01% Add +8.2% 8,432 $335K
WealthShield Partners, LLC 0.05% Reduce -36.4% 8,408 $334K
DDFG, Inc 0.10% Reduce -2.9% 8,381 $333K
Meridian Wealth Partners, LLC 0.05% Add +0.4% 8,335 $331K
United Bank 0.04% Add +2.4% 8,310 $330K
Successful Portfolios LLC 0.22% No change 8,295 $329K
J. W. Coons Advisors, LLC 0.06% Reduce -14.4% 8,286 $329K
Abel Hall, LLC 0.22% Reduce -2.2% 8,280 $329K
SC&H Financial Advisors, Inc. 0.07% Reduce -21.1% 8,277 $328K
Waddell & Associates, LLC 0.04% Add +3.8% 8,272 $328K
Centerpoint Advisors, LLC 0.11% Add +0.0% 8,271 $328K
St Germain D J Co. Inc. 0.02% Reduce -4.5% 8,265 $328K
Trilogy Capital Inc. 0.02% Reduce -8.4% 8,258 $328K
Novak & Powell Financial Services, Inc. 0.19% Reduce -0.2% 8,257 $328K
AXS Investments LLC 0.09% Reduce -15.9% 8,234 $327K
Sageworth Trust Co 0.02% New 8,206 $326K
New World Advisors LLC 0.08% Reduce -4.7% 8,200 $325K
Great Diamond Partners, LLC 0.08% Reduce -39.2% 8,181 $325K
Sanders Morris Harris LLC 0.05% Reduce -0.3% 8,180 $325K
Jag Capital Management, LLC 0.04% Reduce -25.8% 8,177 $324K
Old North State Wealth Management, LLC 0.18% Reduce -2.6% 8,130 $323K
WealthBridge Capital Management, LLC 0.09% Add +22.9% 8,124 $322K
MQS Management LLC 0.18% New 8,121 $322K
Alliance Wealth Advisors, LLC 0.08% Reduce -0.1% 8,120 $322K
MKT Advisors LLC 0.15% No change 8,176 $321K
CFM Wealth Partners LLC 0.06% Add +2.5% 8,083 $321K
Mirador Capital Partners LP 0.06% Add +0.5% 8,075 $320K
Visionary Horizons, LLC 0.21% Reduce -42.0% 8,073 $320K
Keudell/Morrison Wealth Management 0.09% Reduce -62.8% 8,068 $320K
Wintrust Investments LLC 0.24% Reduce -90.7% 8,065 $320K
Financial Advisors, LLC 0.06% No change 8,061 $320K
BBR Partners, LLC 0.02% Reduce -5.6% 8,039 $319K
Physician Wealth Advisors, Inc. 0.06% Add +8.7% 7,570 $319K
Community Trust & Investment Co. 0.02% New 8,035 $319K
Sage Investment Advisers LLC 0.33% Reduce -12.1% 7,999 $317K
Core Wealth Partners LLC 0.19% Add +39.3% 7,989 $317K
Cascade Investment Group, Inc. 0.23% Add +31.2% 7,977 $317K
Intergy Private Wealth, LLC 0.12% Add +2.6% 7,938 $315K
Osborne Partners Capital Management, LLC 0.02% Reduce -7.2% 7,932 $315K
BlackDiamond Wealth Management, LLC 0.19% Add +13.7% 6,850 $314K
Cottonwood Capital Advisors, LLC 0.23% Reduce -3.6% 7,906 $314K
Financial Perspectives, Inc 0.11% Reduce -4.3% 7,899 $313K
Annex Advisory Services, LLC 0.01% Reduce -0.0% 7,895 $313K
Hardy Reed LLC 0.03% Reduce -0.1% 7,877 $313K
CPC Advisors, LLC 0.05% Add +6.5% 7,866 $312K
Founders Financial Securities LLC 0.03% Reduce -40.1% 7,865 $312K
Hall Laurie J Trustee 0.10% Reduce -1.3% 7,857 $312K
Ethos Financial Group, LLC 0.05% Add +3.7% 7,677 $312K
Vista Capital Partners, Inc. 0.04% Reduce -4.1% 7,859 $312K
Pflug Koory, LLC 0.02% — 7,850 $311K
Pinnacle Wealth Management Group, Inc. 0.20% Reduce -27.0% 7,848 $311K
Mill Creek Capital Advisors, LLC 0.01% Reduce -11.7% 7,841 $311K
Elevated Capital Advisors, LLC 0.08% New 7,827 $311K
Hengehold Capital Management LLC 0.03% Add +24.9% 7,813 $310K
Encompass More Asset Management 0.12% Add +40.2% 7,802 $310K
CoreFirst Bank & Trust 0.18% No change 7,798 $309K
Royal Fund Management, LLC 0.02% Add +1.3% 7,792 $309K
Insight Wealth Strategies, LLC 0.04% New 7,792 $309K
Websterrogers Financial Advisors, LLC 0.11% Reduce -7.0% 7,778 $309K
Tompkins Financial Corp. 0.03% Add +6.2% 7,777 $309K
Hills Bank & Trust Co 0.02% Add +2.9% 7,776 $309K
Investment Advisory Group, LLC 0.11% Add +0.7% 7,759 $308K
Burt Wealth Advisors 0.08% Reduce -4.3% 7,758 $308K
Pinion Investment Advisors, LLC 0.13% New 7,750 $308K
Koss-Olinger Consulting, LLC 0.03% Add +31.1% 7,726 $307K
Tandem Wealth Advisors LLC 0.16% Reduce -0.3% 7,736 $307K
JCIC Asset Management Inc. 0.13% Add +8.9% 7,705 $306K
TriaGen Wealth Management LLC 0.10% No change 7,704 $306K
Morse Asset Management, Inc 0.07% New 7,700 $306K
Planned Solutions, Inc. 0.12% Add +3.8% 7,698 $305K
Coyle Financial Counsel LLC 0.11% Add +2.8% 7,673 $305K
BNC Wealth Management, LLC 0.11% Add +0.0% 7,689 $305K
EPG Wealth Management LLC 0.08% Add +0.0% 7,686 $305K
Facet Wealth, Inc. 0.01% New 7,302 $305K
Lodestar Private Asset Management LLC 0.04% Reduce -19.3% 7,675 $305K
Retirement Planning Group, LLC 0.02% Add +51.1% 7,672 $304K
Byrne Asset Management LLC 0.21% Reduce -12.8% 7,666 $304K
Beckerman Institutional, LLC 0.26% — 7,626 $303K
Advanced Portfolio Management, LLC 0.31% Reduce -46.4% 7,634 $303K
Ashton Thomas Securities, LLC 0.06% Add +56.0% 7,631 $303K
Sandy Cove Advisors, LLC 0.12% Add +1.3% 7,631 $303K
Collective Family Office LLC 0.08% Reduce -8.6% 7,616 $302K
Indiana Trust & Investment Management Co 0.10% Add +7.0% 7,600 $302K
Riverview Capital Advisers, LLC 0.09% Reduce -2.5% 7,598 $301K
Lockerman Financial Group, Inc. 0.51% New 7,590 $301K
BHK Investment Advisors, LLC 0.11% No change 7,590 $301K
Capital Advisors, Ltd. LLC 0.04% Reduce -3.5% 7,588 $301K
Mach-1 Financial Group, LLC 0.18% Add +7.4% 7,581 $301K
Pettee Investors, Inc. 0.15% No change 7,571 $300K
Bellevue Asset Management, LLC 0.15% Add +0.1% 7,568 $300K
Ewa, LLC 0.11% Add +0.9% 6,541 $300K
Strategy Asset Managers LLC 0.06% Reduce -5.3% 7,567 $300K
Alhambra Investment Management LLC 0.16% Add +18.7% 7,564 $300K
Sachetta, LLC 0.12% Add +128.0% 7,555 $300K
Bristlecone Advisors, LLC 0.02% Add +0.1% 7,533 $299K
Chickasaw Capital Management LLC 0.01% No change 7,500 $298K
WFA of San Diego, LLC 0.25% Reduce -0.6% 7,493 $297K
Bluespring Wealth Management, LLC 0.03% Reduce -3.8% 7,487 $297K
Clarity Capital Partners LLC 0.18% Reduce -0.3% 7,486 $297K
Bull Street Advisors, LLC 0.14% No change 7,487 $297K
BCS Wealth Management 0.13% Add +2.4% 7,492 $297K
Northwest Quadrant Wealth Management, LLC 0.07% Add +0.2% 7,474 $297K
Veery Capital, LLC 0.11% Reduce -1.1% 7,446 $295K
Texas Capital Bancshares Inc 0.12% Reduce -0.3% 7,444 $295K
Lincoln Capital LLC 0.06% Add +9.2% 7,442 $295K
Financial Insights, Inc. 0.10% Reduce -8.8% 7,430 $295K
Walkner Condon Financial Advisors LLC 0.06% Reduce -3.8% 7,430 $295K
Madison Park Capital Advisors, LLC 0.22% Add +0.0% 7,424 $295K
Hummer Financial Advisory Services Inc 0.23% No change 7,422 $295K
Penserra Capital Management LLC 0.01% Reduce -2.5% 7,418 $294K
Guerra Pan Advisors, LLC 0.23% No change 7,401 $294K
Logan Capital Management Inc. 0.01% Add +0.6% 7,397 $294K
Bordeaux Wealth Advisors LLC 0.05% New 7,392 $293K
Gallagher Fiduciary Advisors, LLC 0.06% Add +38.8% 7,387 $293K
Wellington Wealth Strategies, LLC. 0.22% New 6,999 $293K
Allen Wealth Management, LLC 0.20% No change 7,362 $292K
Salomon & Ludwin, LLC 0.03% Reduce -24.3% 7,359 $292K
Wealth Group, Ltd. 0.20% Add +2.2% 7,349 $292K
Annandale Capital, LLC 0.06% Add +0.0% 7,351 $292K
Navis Wealth Advisors, LLC 0.32% No change 7,336 $291K
Sterling Investment Counsel, LLC 0.10% Add +19.4% 7,333 $291K
Sharper & Granite LLC 0.13% No change 7,320 $290K
Leonard Rickey Investment Advisors P.L.L.C. 0.07% Reduce -5.8% 7,314 $290K
Maltin Wealth Management, Inc. 0.14% Add +0.6% 7,304 $290K
Kraematon Investment Advisors, Inc. 0.28% Reduce -20.4% 7,294 $289K
Heartwood Wealth Advisors LLC 0.03% Reduce -27.4% 7,282 $289K
Wells Trecaso Financial Group, LLC 0.09% Add +0.1% 7,262 $288K
Pennsylvania Capital Management Inc. 0.10% Add +3.2% 7,247 $288K
Barings LLC 0.01% New 7,245 $287K
Tsfg, LLC 0.06% Add +5.0% 7,223 $287K
Sentry LLC 0.06% No change 7,231 $287K
Northcape Wealth Management, LLC 0.09% No change 7,225 $287K
Morling Financial Advisors, LLC 0.11% Add +0.1% 7,223 $287K
Blue Barn Wealth, LLC 0.15% Reduce -13.4% 7,206 $286K
Sutton Place Investors LLC 0.17% Add +8.3% 7,191 $285K
Obsidian Cio, LLC 0.06% Reduce -7.4% 7,183 $285K
49 Wealth Management, LLC 0.05% New 7,178 $285K
Widmann Financial Services, Inc. 0.22% Reduce -6.2% 7,178 $285K
Invenio Wealth Partners LLC 0.12% Reduce -13.9% 7,175 $285K
Atlas Private Wealth Advisors 0.04% No change 7,168 $284K
Ariston Services Group 0.25% Reduce -35.8% 7,167 $284K
Triton Financial Group Inc 0.18% Reduce -5.3% 7,120 $283K
Douglass Winthrop Advisors, LLC 0.01% Add +19.2% 7,116 $282K
Acute Investment Advisory, LLC 0.16% No change 7,104 $282K
CGN Advisors LLC 0.03% Add +2.9% 7,104 $282K
Donaldson Capital Management, LLC 0.01% Add +0.9% 7,102 $282K
Paladin Advisory Group, LLC 0.21% No change 7,096 $282K
Weaver Consulting Group 0.09% Reduce -1.8% 7,090 $281K
FSM Wealth Advisors, LLC 0.07% Add +19.0% 7,077 $281K
First Bank & Trust 0.05% Reduce -3.4% 7,075 $281K
CIC Wealth, LLC 0.07% Add +0.0% 7,066 $280K
Willow Creek Wealth Management Inc. 0.03% No change 7,042 $279K
Single Point Partners, LLC 0.44% Reduce -0.8% 7,021 $279K
Convergence Financial, LLC 0.06% Reduce -22.1% 7,026 $279K
Sonora Investment Management Group, LLC 0.02% Reduce -8.4% 7,013 $278K
Beese Fulmer Investment Management, Inc. 0.02% No change 7,001 $278K
Oxinas Partners, LLC 0.17% Reduce -12.9% 6,994 $278K
Adero Partners, LLC 0.02% Add +15.9% 6,992 $277K
Breed's Hill Capital LLC 0.23% Add +3.3% 6,987 $277K
Fairfield, Bush & Co. 0.16% Reduce -1.1% 6,985 $277K
Lee Johnson Capital Management, LLC 0.14% No change 6,985 $277K
Montz Harcus Wealth Management LLC 0.16% Add +0.6% 6,980 $277K
Fielder Capital Group LLC 0.09% Reduce -1.3% 6,948 $276K
Beacon Financial Advisory LLC 0.09% Reduce -2.5% 6,945 $276K
My Personal CFO, LLC 0.15% Add +1.8% 6,942 $275K
Boothbay Fund Management, LLC 0.01% Add +29.2% 6,931 $275K
Indie Asset Partners, LLC 0.21% Reduce -6.5% 6,926 $275K
Heritage Financial Services, LLC 0.04% Reduce -3.0% 6,926 $275K
Brass Tax Wealth Management, Inc. 0.06% Reduce -37.7% 6,911 $274K
Marks Group Wealth Management, Inc 0.03% Reduce -14.4% 6,892 $273K
Marex Group Ltd 0.01% Reduce -87.9% 6,879 $273K
Ackerman Capital Advisors, LLC 0.07% No change 6,862 $272K
Keb Asset Management, LLC 0.08% Add +28.2% 6,861 $272K
Family Firm, Inc. 0.06% Add +4.3% 6,851 $272K
Tacita Capital Inc 0.18% No change 6,835 $271K
NorthStar Asset Management LLC 0.18% Add +0.5% 6,797 $270K
Oak Harvest Investment Services 0.04% Reduce -16.3% 6,792 $270K
Howard Financial Services, LTD. 0.04% Add +0.2% 6,788 $269K
Fermata Advisors, LLC 0.05% Add +5.7% 6,778 $269K
Bangor Savings Bank 0.03% No change 6,771 $269K
W Advisors, LLC 0.17% Add +4.3% 6,766 $268K
Wolff Wiese Magana LLC 0.18% Add +2.6% 6,750 $268K
Nvest Financial, LLC 0.15% Add +0.1% 6,747 $268K
Tranquilli Financial Advisor LLC 0.17% Reduce -0.6% 6,743 $268K
PSI Advisors, LLC 0.08% Reduce -15.7% 6,718 $267K
Waypoint Capital Advisors, LLC 0.06% Reduce -4.1% 6,714 $266K
Constitution Capital LLC 0.14% Reduce -22.1% 6,700 $266K
Charter Oak Capital Management, LLC 0.02% Add +23.4% 6,699 $266K
Destiny Wealth Partners, LLC 0.05% Add +5.5% 6,698 $266K
Trail Ridge Investment Advisors, LLC 0.13% No change 6,276 $266K
waypoint wealth counsel 0.18% Add +17.5% 6,669 $265K
Goldstein Advisors, LLC 0.04% Reduce -2.7% 6,630 $263K
Gerber, LLC 0.19% Reduce -0.7% 6,628 $263K
Brio Consultants, LLC 0.04% Reduce -4.2% 6,616 $263K
Galvin, Gaustad & Stein, LLC 0.02% Reduce -7.0% 6,600 $262K
Triumph Capital Management 0.09% New 6,576 $261K
West Michigan Advisors, LLC 0.08% Reduce -0.7% 6,564 $260K
Hunter Associates Investment Management LLC 0.04% No change 6,538 $260K
Fragasso Financial Advisors Inc 0.02% Reduce -14.4% 6,542 $260K
Arcus Capital Partners, LLC 0.09% Reduce -7.0% 6,539 $259K
WMG Financial Advisors, LLC 0.12% Add +5.3% 6,529 $259K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% Add +0.0% 6,519 $259K
West Wealth Group, LLC 0.08% Reduce -1.0% 6,517 $259K
Householder Group Estate & Retirement Specialist, LLC 0.08% Add +5.3% 6,511 $258K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.10% Add +85.7% 6,501 $258K
Madrona Financial Services, LLC 0.07% Reduce -0.7% 6,492 $258K
Beacon Capital Management, LLC 0.04% Add +10.9% 6,492 $258K
Investment Partners, LTD. 0.11% Reduce -3.1% 6,462 $256K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.09% Add +19.6% 6,450 $256K
HMS Capital Management, LLC 0.13% Add +2.7% 6,444 $256K
Peak Asset Management, LLC 0.05% No change 6,430 $255K
Hoxton Planning & Management, LLC 0.10% Add +6.7% 6,427 $255K
Masso Torrence Wealth Management Inc. 0.14% Reduce -33.6% 6,419 $255K
MRA Advisory Group 0.14% Add +19.9% 6,416 $255K
Invst, LLC 0.03% Reduce -8.7% 6,401 $254K
Mountain Capital Investment Advisors Inc. 0.06% Reduce -10.9% 5,536 $254K
TAP Consulting, LLC 0.05% New 6,397 $254K
American Money Management, LLC 0.05% Reduce -1.1% 6,396 $254K
Northwest Wealth Management, LLC 0.06% Add +0.3% 6,367 $253K
Matrix Private Capital Group LLC 0.15% Add +0.5% 6,344 $252K
Sage Capital Advisors,llc 0.07% New 6,342 $252K
Monument Capital Management 0.07% Add +6.8% 6,307 $250K
Royal Capital Wealth Management, LLC 0.18% Add +0.1% 6,305 $250K
Cable Hill Partners, LLC 0.02% New 6,302 $250K
Matrix Asset Advisors Inc. 0.03% No change 6,301 $250K
New Jersey Better Educational Savings Trust 0.47% No change 6,297 $250K
Hamilton Point Investment Advisors, LLC 0.04% New 6,291 $250K
Jackson, Grant Investment Advisers, Inc. 0.09% No change 6,278 $249K
Correct Capital Wealth Management 0.06% Reduce -16.1% 6,268 $249K
Wealth Dimensions Group, Ltd. 0.06% Reduce -4.3% 6,263 $249K
Linden Thomas Advisory Services, LLC 0.03% Add +6.5% 6,251 $248K
Professional Advisory Services Inc. 0.03% No change 6,242 $248K
Voisard Asset Management Group, Inc. 0.10% Reduce -2.8% 6,242 $248K
Missouri Trust & Investment Co 0.09% No change 6,238 $248K
Acorn Creek Capital LLC 0.13% New 6,220 $247K
First Bancorp, Inc 0.17% No change 6,215 $247K
MPS Loria Financial Planners, LLC 0.07% Add +0.5% 6,215 $247K
Steigerwald, Gordon & Koch Inc. 0.03% Add +0.0% 6,200 $246K
Fairscale Capital, LLC 0.22% No change 6,195 $246K
Centennial Wealth Advisory LLC 0.10% Add +10.5% 6,188 $246K
SJS Investment Consulting Inc. 0.04% No change 6,179 $245K
McNamara Financial Services, Inc. 0.05% New 6,155 $244K
GW Henssler & Associates Ltd. 0.01% Reduce -25.8% 6,144 $244K
Powell Investment Advisors, LLC 0.11% Reduce -3.5% 6,138 $244K
CVA Family Office, LLC 0.04% Add +18.9% 6,138 $244K
D'Orazio & Associates, Inc. 0.03% Add +2.9% 6,136 $243K
AIFG Consultants Ltd. 0.18% Reduce -2.7% 6,129 $243K
Granite Investment Partners, LLC 0.01% No change 6,125 $243K
TL Private Wealth 0.11% No change 6,076 $243K
RKL Wealth Management LLC 0.02% Reduce -1.0% 6,119 $243K
TFB Advisors LLC 0.07% Add +6.0% 6,112 $243K
Meridian Financial Advisors, LLC 0.16% Reduce -0.0% 6,100 $242K
Proactive Wealth Strategies LLC 0.13% — 6,092 $242K
Clark Asset Management, LLC 0.05% Add +19.9% 6,089 $242K
Southern Capital Advisors, LLC 0.14% Add +0.1% 6,082 $241K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -91.2% 6,076 $241K
Cove Private Wealth, LLC 0.19% No change 6,075 $241K
Moseley Investment Management Inc. 0.10% Add +1.4% 6,052 $240K
K.J. Harrison & Partners Inc 0.04% Reduce -31.9% 5,750 $240K
Walter & Keenan Wealth Management LLC /in/ 0.07% Add +3.3% 6,050 $240K
Vishria Bird Financial Group, LLC 0.09% No change 6,047 $240K
Bush Investment Group, LLC 0.19% New 6,032 $239K
Legacy Edge Advisors, LLC 0.04% Reduce -3.1% 6,023 $239K
Firestone Capital Management 0.06% Add +0.1% 6,001 $238K
Asset Advisors Investment Management, LLC 0.02% No change 6,001 $238K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.09% Add +5.0% 5,995 $238K
Clayton Financial Group LLC 0.09% Add +12.1% 5,981 $237K
Elevation Point Wealth Partners, LLC 0.02% Reduce -21.1% 5,959 $236K
Clay Northam Wealth Management, LLC 0.16% No change 5,924 $235K
Loomis Sayles & Co. L P 0.00% Add +185.4% 5,922 $235K
Pekin Hardy Strauss, Inc. 0.03% No change 5,920 $235K
Sage Rhino Capital LLC 0.05% Add +1.4% 5,918 $235K
DDD Partners, LLC 0.03% No change 5,912 $235K
Valtinson Bruner Financial Planning LLC 0.08% Add +0.0% 5,900 $234K
A. D. Beadell Investment Counsel, Inc. 0.19% No change 5,902 $234K
Luts & Greenleigh Group, Inc. 0.22% Add +3.0% 5,888 $234K
Olympiad Research LP 0.15% New 5,886 $234K
Annapolis Financial Services, LLC 0.07% Add +0.9% 5,885 $234K
Keystone Financial Planning, Inc. 0.07% No change 5,881 $233K
Scott Capital Advisors, LLC 0.07% Reduce -3.7% 5,867 $233K
Allen Investment Management, LLC 0.00% No change 5,861 $233K
Net Worth Advisory Group 0.07% — 5,843 $232K
Ironwood Investment Management LLC 0.11% Reduce -11.3% 5,839 $232K
Signature Wealth Management Partners, LLC 0.17% Reduce -37.1% 5,835 $232K
Cora Capital Advisors LLC 0.11% Reduce -8.2% 5,814 $231K
Passive Capital Management, LLC. 0.08% No change 5,810 $231K
First Nebraska Trust Co 0.02% Reduce -1.2% 5,807 $230K
Ahl Investment Management, Inc. 0.16% No change 5,800 $230K
Davidson Trust Co. 0.12% New 5,782 $229K
Advisor Resource Council 0.10% Reduce -45.7% 5,782 $229K
Integrity Wealth Solutions LLC 0.13% Add +0.4% 5,769 $229K
SGL Investment Advisors, Inc. 0.12% — 4,985 $229K
Abound Wealth Management 0.08% Reduce -3.3% 5,752 $228K
Faithward Advisors, LLC 0.04% New 5,734 $228K
EdgeRock Capital LLC 0.16% New 5,732 $227K
Tanager Wealth Management LLP 0.03% Reduce -0.2% 5,726 $227K
Von Berge Wealth Management Group, LLC 0.14% Reduce -2.5% 5,003 $227K
Alta Wealth Advisors LLC 0.10% New 5,719 $227K
Private Wealth Management Group, LLC 0.09% Reduce -0.0% 5,702 $226K
Saxon Interests, Inc. 0.10% Reduce -21.1% 5,697 $226K
Patriot Investment Management Group, Inc. 0.02% Reduce -13.2% 5,681 $225K
Pacific Center for Financial Services 0.06% Add +16.1% 5,680 $225K
Aletheian Wealth Advisors LLC 0.13% Reduce -78.5% 5,672 $225K
Tarbox Family Office, Inc. 0.04% Add +0.6% 5,666 $225K
Axiom Advisory, LLC 0.00% Reduce -44.7% 5,570 $224K
Shelton Wealth Management, LLC 0.13% No change 5,648 $224K
Debussy Capital Management LP 0.06% Reduce -42.9% 5,622 $223K
Crown Wealth Group, LLC 0.10% Reduce -0.2% 5,614 $223K
Pittenger & Anderson Inc. 0.01% Reduce -7.6% 5,600 $222K
Delta Accumulation, LLC 1.47% Add +1.3% 5,599 $222K
Palisades Hudson Asset Management, L.P. 0.09% No change 5,582 $222K
Solutions 4 Wealth, Ltd 0.43% Add +0.1% 5,592 $222K
Werlinich Asset Management, LLC 0.13% No change 5,590 $222K
Syntax Research, Inc. 0.15% Add +0.2% 5,579 $221K
Campion Asset Management 0.16% Reduce -9.2% 5,575 $221K
Cardiff Park Advisors, LLC 0.02% Add +0.3% 5,575 $221K
Lavaca Capital LLC 0.11% No change 5,574 $221K
Skba Capital Management LLC 0.03% No change 5,550 $220K
Elgethun Capital Management 0.05% Add +0.1% 5,540 $220K
Clarity Wealth Advisors, LLC 0.06% Add +1.4% 5,530 $219K
Willner & Heller, LLC 0.20% Add +0.6% 5,521 $219K
Northstar Group, Inc. 0.04% Reduce -37.4% 5,514 $219K
Seldon Capital LP 0.12% No change 5,502 $218K
Signet Investment Advisory Group, Inc. 0.11% No change 5,500 $218K
Ballast Advisors LLC 0.07% Reduce -1.8% 5,499 $218K
Midwest Financial Group LLC 0.13% Add +0.5% 5,482 $218K
Strategic Family Wealth Counselors, L.L.C. 0.08% Reduce -0.1% 5,494 $218K
Capstone Financial Advisors, Inc. 0.01% New 5,487 $218K
Financial Guidance Group, Inc. 0.13% No change 5,485 $218K
Abacus Wealth Partners, LLC 0.03% New 5,473 $217K
Red Lighthouse Investment Management, LLC 0.08% No change 5,448 $216K
Iron Gate Global Advisors LLC 0.03% Reduce -11.2% 5,442 $216K
Lebenthal Global Advisors, LLC 0.04% Add +0.2% 5,424 $215K
Members Trust Co 0.01% Reduce -4.3% 5,421 $215K
Swisher Financial Concepts, Inc. 0.14% New 5,505 $215K
Three Bridge Wealth Advisors, LLC 0.08% No change 5,400 $214K
Allstate Corp. 0.02% Reduce -73.9% 5,398 $214K
Plante Moran Financial Advisors, LLC 0.02% Reduce -8.8% 5,388 $214K
Poplar Forest Capital LLC 0.03% No change 5,380 $213K
Alpha Financial Advisors, LLC 0.09% Add +0.2% 5,374 $213K
Quad-Cities Investment Group, LLC 0.11% Add +0.1% 5,373 $213K
First United Bank & Trust 0.08% Reduce -0.0% 5,368 $213K
Trust Co of Kansas 0.10% No change 5,372 $213K
Great Waters Wealth Management 0.03% Reduce -0.1% 5,367 $213K
Resurgent Financial Advisors LLC 0.13% New 5,366 $213K
James Hambro & Partners LLP 0.01% No change 5,357 $213K
Nexus Investment Management ULC 0.02% No change 5,350 $212K
Brown Miller Wealth Management, LLC 0.08% New 5,334 $212K
Gibson Wealth Advisors LLC 0.17% No change 5,320 $211K
Harbour Trust & Investment Management Co 0.02% Reduce -13.2% 5,313 $211K
Main Street Group, LTD 0.09% Reduce -17.9% 5,269 $209K
Randall & Associates Wealth Management 0.17% New 5,260 $209K
Hill Investment Group Partners, LLC 0.03% Reduce -3.5% 5,210 $208K
Center for Financial Planning, Inc. 0.03% Add +6.7% 5,251 $208K
1492 Capital Management LLC 0.10% Add +0.2% 5,238 $208K
Lewis Asset Management, LLC 0.15% New 5,235 $208K
W1M Investment Management Ltd 0.00% New 5,232 $208K
Buckingham Capital Management, Inc. 0.02% New 5,234 $208K
Peninsula Wealth, LLC 0.04% New 4,849 $208K
Financial Engines Advisors L.L.C. 0.00% New 5,224 $207K
USAdvisors Wealth Management, LLC 0.07% Reduce -5.5% 5,275 $207K
Segment Wealth Management, LLC 0.01% Reduce -2.5% 5,190 $206K
Wela Strategies, Inc. 0.09% Reduce -4.6% 5,190 $206K
Alaska Wealth Advisors, LLC 0.03% Reduce -0.0% 5,183 $206K
Peoples Bank 0.14% Reduce -1.4% 5,176 $205K
Glen Eagle Advisors, LLC 0.03% Add +21.0% 5,150 $204K
Washington Trust Advisors, Inc. 0.02% Reduce -8.2% 5,144 $204K
Clear Creek Financial Management, LLC 0.02% Add +1.7% 5,132 $204K
Marotta Asset Management 0.04% No change 5,126 $203K
First Pacific Financial 0.05% Add +0.4% 5,116 $203K
Hamilton Wealth, LLC 0.05% Reduce -6.9% 5,106 $203K
Root Financial Partners, LLC 0.03% New 5,101 $202K
Renasant Bank 0.13% No change 5,095 $202K
Old North State Trust, LLC 0.16% New 5,091 $202K
RFP Financial Group LLC 0.07% Reduce -3.7% 5,085 $202K
Gray Wealth Management Inc. 0.08% New 5,076 $201K
Fidelity D & D Bancorp Inc. 0.13% New 5,076 $201K
Sard Wealth Management Group, LLC 0.13% Add +0.5% 5,074 $201K
Investmark Advisory Group LLC 0.10% No change 5,074 $201K
Meyer Handelman Co. 0.01% No change 5,065 $201K
Norris Perne & French LLP 0.01% Reduce -5.9% 5,050 $200K
Lifestyle Asset Management, Inc. 0.11% Reduce -4.0% 5,045 $200K
GW&K Investment Management, LLC 0.00% Add +7.4% 5,030 $200K
Founders Capital Management 0.12% No change 4,949 $196K
Stuart Chaussee & Associates, Inc. 0.05% No change 4,937 $196K
Ritter Daniher Financial Advisory LLC / DE 0.06% No change 4,904 $195K
Eagle Bay Advisors LLC 0.07% Reduce -1.6% 4,899 $194K
Old Second National Bank of Aurora 0.05% Reduce -9.4% 4,802 $191K
Planning Capital Management Corp 0.13% Add +296.4% 4,785 $190K
Investment Research & Advisory Group, Inc. 0.08% Reduce -0.6% 4,776 $190K
Monetary Management Group Inc. 0.05% No change 4,750 $188K
Blue Bell Private Wealth Management, LLC 0.04% Add +6.2% 4,747 $188K
Hoese & Co LLP 0.16% Add +4.4% 4,700 $186K
Rakuten Securities, Inc. 0.08% Add +13.7% 4,651 $185K
WFA Asset Management Corp 0.10% Reduce -15.1% 4,636 $184K
Capital Management Associates 0.20% Reduce -40.2% 4,550 $181K
Western Pacific Wealth Management, LP 0.12% Add +0.0% 4,522 $179K
GPS Wealth Strategies Group, LLC 0.02% Add +2.1% 4,363 $173K
Ridgewood Investments LLC 0.08% Reduce -2.9% 4,290 $170K
BOK Financial Private Wealth, Inc. 0.01% Add +30.9% 4,189 $166K
Hillsdale Investment Management Inc. 0.01% Add +62.5% 4,120 $163K
FSA Wealth Management LLC 0.07% — 4,107 $163K
Claris Advisors, LLC / Mo / 0.07% New 4,073 $162K
Atlas Capital Advisors Inc. 0.02% Add +32.9% 4,039 $160K
Pacific Capital Wealth Advisors, Inc. 0.03% Reduce -1.3% 3,985 $158K
Gen-Wealth Partners Inc 0.07% Add +9.8% 3,645 $154K
Realta Investment Advisors 0.07% Reduce -93.4% 3,677 $154K
West Oak Capital, LLC 0.07% No change 3,785 $150K
Tidemark, LLC 0.06% Add +29.1% 3,703 $147K
LFA - Lugano Financial Advisors SA 0.10% Add +12.8% 3,698 $147K
Nemes Rush Group LLC 0.02% No change 3,813 $145K
Avion Wealth 0.04% Reduce -1.0% 3,580 $142K
Slocum, Gordon & Co LLP 0.06% Reduce -35.9% 3,571 $142K
Mb, Levis & Associates, LLC 0.07% Add +0.4% 3,502 $139K
Ruedi Wealth Management, Inc. 0.05% Reduce -5.5% 3,474 $138K
Game Plan Financial Advisors, LLC 0.07% Reduce -8.7% 3,399 $135K
Future Financial Wealth Managment LLC 0.09% New 3,349 $133K
TFC Financial Management, Inc. 0.02% Add +99.9% 3,335 $132K
Riverview Trust Co 0.11% Add +3.8% 3,285 $130K
Canton Hathaway, LLC 0.03% No change 3,208 $127K
New Potomac Partners, LLC 0.06% New 3,108 $123K
Financial Connections Group, Inc. 0.06% Reduce -4.3% 3,113 $123K
Elevation Wealth Partners, LLC 0.05% Add +667.9% 3,087 $123K
Richardson Financial Services Inc. 0.08% Add +35.1% 3,081 $122K
Legacies Wealth LLC 0.10% No change 3,055 $121K
DiNuzzo Private Wealth, Inc. 0.01% Add +0.3% 3,030 $120K
Carmichael Hill & Associates, Inc. 0.04% Reduce -7.7% 3,019 $120K
CarsonAllaria Wealth Management, Ltd. 0.06% Add +16.6% 2,810 $112K
RE Dickinson Investment Advisors, LLC 0.06% Reduce -12.1% 2,793 $111K
Godsey & Gibb, Inc. 0.01% Add +13.2% 2,737 $109K
SRH Advisors, LLC 0.03% No change 2,681 $106K
Financial Network Wealth Advisors LLC 0.09% Reduce -20.0% 2,678 $106K
Horizons Wealth Management 0.08% No change 2,655 $105K
Riggs Asset Managment Co. Inc. 0.03% No change 2,650 $105K
Reston Wealth Management LLC 0.04% New 2,502 $99K
True Wealth Design, LLC 0.04% Add +722.3% 2,467 $98K
Darwin Wealth Management, LLC 0.03% New 2,462 $98K
Tortoise Investment Management, LLC 0.01% No change 2,453 $97K
Naples Money Management LLC 0.08% No change 2,397 $95K
Covestor Ltd 0.06% Reduce -3.0% 2,389 $95K
REAP Financial Group, LLC 0.02% Add +17.8% 2,389 $95K
Hanson & Doremus Investment Management 0.01% No change 2,378 $94K
GoalVest Advisory LLC 0.03% No change 2,357 $94K
Breakwater Investment Management 0.04% No change 2,319 $92K
Adalta Capital Management LLC 0.05% Reduce -11.5% 2,300 $91K
Core Alternative Capital 0.02% Add +7.0% 2,289 $91K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -0.2% 2,257 $90K
Advantage Trust Co 0.06% No change 2,250 $89K
Grayhawk Investment Strategies Inc. 0.14% No change 2,197 $87K
Trust Co 0.01% No change 2,135 $85K
Bfsg, LLC 0.01% Reduce -38.1% 2,132 $85K
DHJJ Financial Advisors, Ltd. 0.03% No change 2,090 $83K
Atticus Wealth Management, LLC 0.03% No change 2,035 $81K
BNP Paribas 0.00% Reduce -32.7% 2,030 $81K
Dagco, Inc. 0.03% Add +0.1% 2,018 $80K
Ascentis Wealth Management, LLC 0.03% — 2,004 $80K
FSC Wealth Advisors, LLC 0.05% Reduce -8.8% 1,905 $76K
Mizuho Bank, Ltd. 0.01% No change 1,900 $75K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 1,853 $74K
Signature Resources Capital Management, LLC 0.07% Add +0.1% 1,859 $74K
Truvestments Capital LLC 0.02% New 1,850 $73K
Cornerstone Planning Group LLC 0.02% Reduce -54.9% 1,699 $72K
Wellington Shields & Co., LLC 0.02% No change 1,798 $71K
Stephens Consulting, LLC 0.02% No change 1,787 $71K
Bogart Wealth, LLC 0.00% Reduce -17.3% 1,780 $71K
Beaird Harris Wealth Management, LLC 0.01% Reduce -0.1% 1,775 $70K
Meeder Asset Management Inc. 0.00% Reduce -0.6% 1,774 $70K
EnRich Financial Partners LLC 0.02% Add +10.3% 1,737 $69K
Manitou Investment Management Ltd. 0.01% No change 1,725 $68K
Northwest Capital Management Inc 0.02% No change 1,680 $67K
HBC Financial Services, PLLC 0.04% No change 1,498 $63K
Kiely Wealth Advisory Group, Inc. 0.04% No change 1,351 $62K
Valley Wealth Managers, Inc. 0.00% Add +4.3% 1,564 $62K
Winch Advisory Services, LLC 0.02% Reduce -3.5% 1,537 $61K
OAKMONT Corp 0.01% No change 1,455 $61K
Bell Investment Advisors, Inc 0.01% Add +1.8% 1,508 $60K
Avalon Trust Co 0.00% Reduce -45.4% 1,500 $60K
Compass Wealth Management LLC 0.01% No change 1,470 $58K
Birchbrook, Inc. 0.03% Add +0.1% 1,439 $57K
Keener Financial Planning LLC 0.04% No change 1,454 $57K
Moisand Fitzgerald Tamayo, LLC 0.01% Reduce -6.5% 1,422 $56K
Carolina Wealth Advisors, LLC 0.03% No change 1,386 $55K
Financial Freedom, LLC 0.03% Add +0.4% 1,373 $54K
Broadwater Capital Management LLC 0.04% No change 1,332 $53K
Clear Point Advisors Inc. 0.04% No change 1,235 $49K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -38.1% 1,219 $48K
First Community Trust NA 0.04% No change 1,200 $48K
Parallax Volatility Advisers, L.P. 0.00% Reduce -99.7% 1,198 $48K
Aspect Partners, LLC 0.03% No change 1,164 $46K
Northwest Investment Counselors, LLC 0.01% New 1,125 $45K
Twin Lakes Capital Management, LLC 0.03% Reduce -17.0% 1,066 $42K
TruNorth Capital Management, LLC 0.01% Reduce -6.3% 1,064 $42K
Country Trust Bank 0.00% No change 1,053 $42K
Castleview Partners, LLC 0.02% No change 1,051 $42K
Global Trust Asset Management, LLC 0.02% No change 1,036 $41K
McClarren Financial Advisors, Inc. 0.01% Add +2579.5% 1,045 $41K
Christopher J. Hasenberg, Inc 0.02% Add +525.9% 1,014 $40K
Davis Capital Management 0.03% No change 1,016 $40K
Mfa Wealth Advisors, LLC 0.01% Add +24.8% 1,008 $40K
PARK CIRCLE Co 0.04% No change 1,000 $40K
Criterion Capital Advisors, LLC 0.02% No change 958 $38K
WealthCollab, LLC 0.02% No change 937 $37K
Fortis Group Advisors, LLC 0.01% No change 914 $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 0.01% No change 847 $34K
Front Row Advisors LLC 0.01% Reduce -9.2% 846 $34K
New England Capital Financial Advisors LLC 0.02% Add +0.1% 834 $33K
Red Tortoise LLC 0.02% No change 830 $33K
TD Capital Management LLC 0.00% Add +0.5% 813 $32K
Valued Wealth Advisors LLC 0.02% Reduce -31.6% 810 $32K
Morgan Dempsey Capital Management LLC 0.01% No change 800 $32K
Raffa Wealth Management, LLC 0.01% Reduce -16.1% 779 $31K
Cassady Schiller Wealth Management, LLC 0.01% No change 775 $31K
Granite FO LLC 0.02% New 772 $31K
BBJS Financial Advisors, LLC 0.01% Add +0.7% 760 $30K
Battery Global Advisors, LLC 0.02% New 739 $29K
Kennebec Savings Bank 0.03% — 733 $29K
Oliver Lagore Vanvalin Investment Group 0.01% Add +115.8% 712 $28K
Northwest Financial Advisors 0.02% New 693 $27K
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
Wiser Advisor Group LLC 0.03% No change 572 $23K
ZynergyRetirementPlanningLLC 0.02% No change 571 $23K
Security National Bank 0.00% No change 550 $22K
Cranbrook Wealth Management, LLC 0.01% Add +10.0% 548 $22K
Iron Horse Wealth Management, LLC 0.01% Reduce -8.5% 547 $22K
Nordwand Advisors, LLC 0.01% No change 545 $22K
Lummis Asset Management, LP 0.02% No change 532 $21K
Mascoma Wealth Management LLC 0.01% No change 529 $21K
Talon Private Wealth, LLC 0.00% — 522 $21K
Glass Jacobson Investment Advisors llc 0.01% Add +0.2% 521 $21K
Lowe Wealth Advisors, LLC 0.01% No change 505 $20K
Vermillion & White Wealth Management Group, LLC 0.01% Add +0.6% 504 $20K
PrairieView Partners, LLC 0.00% No change 501 $19K
Macroview Investment Management LLC 0.02% Reduce -29.0% 467 $19K
Clarity Asset Management, Inc. 0.01% Add +0.7% 462 $18K
Elkhorn Partners Limited Partnership 0.01% Reduce -75.0% 400 $16K
Robbins Farley 0.01% No change 400 $16K
CNB Bank 0.01% No change 389 $15K
Cherry Tree Wealth Management, LLC 0.00% No change 382 $15K
Transcendent Capital Group LLC 0.01% No change 381 $15K
Pineridge Advisors LLC 0.01% Add +26.3% 379 $15K
FNY Investment Advisers, LLC 0.01% New 400 $15K
Pathway Financial Advisers, LLC 0.01% Add +1842.7% 571,160 $14K
Hudson Edge Investment Partners Inc. 0.00% No change 350 $14K
Highline Wealth Partners LLC 0.00% Reduce -41.9% 334 $13K
Peterson Financial Group, Inc. 0.05% New 327 $13K
Denver PWM, LLC 0.00% Reduce -87.4% 314 $12K
Westend Capital Management, LLC 0.00% New 282 $11K
Stone House Investment Management, LLC 0.00% Add +0.7% 280 $11K
Trifecta Capital Advisors, LLC 0.00% No change 278 $11K
AlphaMark Advisors, LLC 0.00% Reduce -51.8% 279 $11K
Coston, McIsaac & Partners 0.00% Reduce -1.4% 277 $11K
MilWealth Group LLC 0.00% No change 270 $11K
Frazier Financial Advisors, LLC 0.01% Reduce -70.8% 262 $10K
ClariVest Asset Management LLC 0.00% No change 256 $10K
IFS Advisors, LLC 0.01% No change 248 $10K
Fairfield Financial Advisors, LTD 0.00% Add +0.8% 243 $10K
Partnership Wealth Management, LLC 0.01% Add +0.9% 235 $9K
Creative Capital Management Investments LLC 0.00% No change 220 $9K
Fairman Group, LLC 0.01% No change 215 $9K
Ameliora Wealth Management Ltd. 0.00% No change 207 $8K
Olistico Wealth, LLC 0.00% No change 200 $8K
Bare Financial Services, Inc 0.00% No change 200 $8K
PayPay Securities Corp 0.63% Add +125.3% 178 $7K
SWAN Capital LLC 0.00% No change 178 $7K
Steph & Co. 0.00% No change 169 $7K
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% No change 110 $4K
Cedar Wealth Management, LLC 0.00% No change 105 $4K
PFS Partners, LLC 0.00% No change 104 $4K
Legacy Investment Solutions, LLC 0.00% — 89 $4K
Legacy Wealth Managment, LLC 0.00% — 89 $4K
Summit Securities Group LLC 0.00% No change 100 $4K
Evolution Advisers, Inc. 0.00% Add +0.8% 125 $4K
Northwest Bank & Trust Co 0.00% No change 100 $4K
Painted Porch Advisors LLC 0.00% No change 100 $4K
Strategic Investment Solutions, Inc. 0.00% No change 100 $4K
PFG Private Wealth Management, LLC 0.00% No change 98 $4K
Lam Group, Inc. 0.00% No change 86 $3K
Costello Asset Management, INC 0.00% New 81 $3K
POM Investment Strategies, LLC 0.00% Reduce -89.3% 77 $3K
VitalStone Financial, LLC 0.00% No change 66 $3K
1620 Investment Advisors, Inc. 0.00% New 61 $2K
Bay Harbor Wealth Management, LLC 0.00% New 59 $2K
Chesapeake Asset Management LLC 0.00% New 55 $2K
Accordant Advisory Group Inc 0.00% New 54 $2K
WestEnd Advisors, LLC 0.00% Add +40.5% 52 $2K
JDM Financial Group LLC 0.00% New 51 $2K
Ogorek Anthony Joseph /NY/ 0.00% No change 50 $2K
Roble, Belko & Company, Inc 0.00% No change 60 $2K
LGT Financial Advisors LLC 0.00% Reduce -91.8% 40 $2K
Fourpath Capital Management, LLC 0.00% New 37 $1K
HighMark Wealth Management LLC 0.00% Reduce -60.4% 36 $1K
Robinswood Financial LLC 0.00% No change 35 $1K
Creekmur Asset Management LLC 0.00% Reduce -66.0% 32 $1K
Spectrum Wealth Counsel, LLC 0.00% Reduce -99.1% 30 $1K
Anfield Capital Management, LLC 0.00% No change 29 $1K
Delos Wealth Advisors, LLC 0.00% Reduce -96.6% 22 $860
Mendota Financial Group, LLC 0.00% New 13 $516
Evergreen Private Wealth LLC 0.00% No change 13 $516
Legend Financial Advisors, Inc. 0.00% Reduce -94.3% 12 $460
Horizon Financial Services, LLC 0.00% No change 11 $425
Atlantic Private Wealth, LLC 0.00% No change 10 $397
First Personal Financial Services 0.00% New 6 $239
DecisionPoint Financial, LLC 0.00% No change 3 $120

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