Bank of AmericaBAC

13F holders, Q4 2024 (December 31)
3,274holders +287
167new positions
99sold out
18famous investors
$43.95avg. 13F price*

At the end of Q4 2024, 3,274 institutions reported holding Bank of America Corp. (BAC) in their 13F filings, up 287 from Q3 2024. 167 opened new positions and 99 sold out. The largest holders were Berkshire Hathaway ($29.9B), Vanguard Group Inc. ($28.9B) and BlackRock, Inc. ($23.0B). 18 famous investors held it, including Charlie Munger (42.0% of Daily Journal's portfolio), Li Lu (29.3% of Himalaya Capital Management's portfolio) and Guy Spier (11.7% of Aquamarine Capital (Aquamarine Zurich)'s portfolio).

Company
Bank of America Corp.
Filed as
BANK AMERICA CORP (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions167$1.3B
Exits99$774.3M

All 13F filers, Q3 2024 → Q4 2024: 344,704,944 shares bought and 296,398,667 shares sold, net +48,306,277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,274 holders

Berkshire Hathaway 11.19% Reduce -14.7% 680,233,587 $29.9B
Vanguard Group Inc. 0.50% Reduce -0.3% 657,834,864 $28.9B
BlackRock, Inc. 0.47% Add +3.7% 522,691,367 $23.0B
State Street Corp. 0.51% Add +2.1% 294,818,145 $13.0B
FMR LLC 0.51% Add +1.4% 193,353,875 $8.5B
JPMorgan Chase & Co. 0.59% Add +13.7% 169,883,556 $7.5B
Geode Capital Management, LLC 0.48% Add +1.4% 142,289,199 $6.2B
Morgan Stanley 0.39% Add +5.2% 125,205,762 $5.5B
T. Rowe Price Associates Inc. 0.62% Add +10.6% 122,437,422 $5.4B
Norges Bank 0.69% Reduce -8.5% 118,930,358 $5.2B
Capital World Investors 0.59% Add +23.9% 88,210,527 $3.9B
Franklin Resources Inc. 1.05% Add +5.8% 84,316,133 $3.7B
Northern Trust Corp. 0.42% Add +17.2% 67,935,940 $3.0B
Wellington Management Group LLP 0.53% Add +39.6% 65,900,211 $2.9B
Bank of New York Mellon Corp 0.48% Add +4.9% 59,613,837 $2.6B
Ameriprise Financial Inc. 0.65% Reduce -0.6% 57,686,520 $2.5B
Invesco Ltd. 0.40% Add +2.7% 48,966,793 $2.2B
Royal Bank of Canada 0.45% Add +8.2% 47,478,590 $2.1B
Fisher Asset Management 0.82% Add +3.7% 46,887,442 $2.1B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.46% Add +12.7% 45,092,517 $2.0B
Charles Schwab Investment Management Inc. 0.35% Add +0.7% 42,929,896 $1.9B
Legal & General Group Plc 0.50% Reduce -0.7% 42,626,747 $1.9B
Amundi 0.61% Add +37.1% 37,819,980 $1.7B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.85% Add +31.1% 39,051,595 $1.7B
Deutsche Bank AG 0.57% Add +39.6% 33,152,004 $1.5B
Goldman Sachs Group Inc. 0.27% Reduce -2.8% 32,329,226 $1.4B
Dimensional Fund Advisors LP 0.34% Reduce -2.4% 31,768,061 $1.4B
Dodge & Cox 0.80% Reduce -41.6% 31,060,084 $1.4B
Harris Associates (Oakmark Funds) 2.19% Reduce -14.9% 30,131,545 $1.3B
Wells Fargo & Company 0.32% Add +4.5% 29,792,447 $1.3B
Nuveen Asset Management, LLC 0.35% Reduce -3.1% 27,842,193 $1.2B
Lazard Asset Management LLC 1.89% Reduce -5.8% 27,173,424 $1.2B
UBS Group AG 0.26% Add +9.9% 26,538,544 $1.2B
Viking Global Investors 3.52% Add +23.8% 24,715,946 $1.1B
Alliancebernstein L.P. 0.37% Add +36.9% 24,639,606 $1.1B
Alphinity Investment Management Pty Ltd 5.79% Add +4.5% 24,261,854 $1.1B
Sanders Capital, LLC 1.45% Add +0.8% 22,516,155 $989.6M
Barclays PLC 0.48% Reduce -13.3% 22,140,841 $973.1M
Parnassus Investments, LLC 2.07% Reduce -5.4% 21,182,507 $931.0M
Bank of Montreal 0.46% Reduce -8.2% 20,893,134 $918.3M
Citadel Advisors 0.77% Add +337.1% 18,688,833 $821.4M
Himalaya Capital Management 29.31% No change 18,081,133 $794.7M
Millennium Management 0.68% Add +91.3% 17,301,023 $760.4M
Clearbridge Investments, LLC 0.60% Add +8.2% 16,875,268 $741.7M
Pzena Investment Management LLC 2.48% Reduce -14.7% 16,612,322 $730.1M
HSBC Holdings PLC 0.45% Reduce -1.4% 16,553,544 $727.5M
California Public Employees Retirement System 0.49% Reduce -3.7% 16,537,307 $726.8M
Sumitomo Mitsui Trust Group, Inc. 0.47% Add +1.8% 15,857,556 $696.9M
Bessemer Group Inc. 1.12% Reduce -1.4% 15,659,499 $688.2M
Diamond Hill Capital Management, LLC (Investment Advisor) 2.99% Reduce -9.5% 15,420,316 $677.7M
Voya Investment Management LLC 0.81% Reduce -4.3% 15,245,760 $669.8M
Canada Pension Plan Investment Board 0.63% Reduce -2.6% 15,060,008 $661.9M
Massachusetts Financial Services Co. 0.21% Reduce -6.5% 14,835,742 $652.0M
BNP Paribas Financial Markets 0.51% Add +29.9% 14,810,849 $650.9M
Principal Financial Group Inc. 0.35% Reduce -3.9% 14,807,802 $650.8M
Swedbank AB 0.69% Add +81.4% 12,776,184 $561.5M
National Pension Service 0.53% Reduce -6.2% 12,669,330 $556.8M
Rhumbline Advisers 0.49% Reduce -3.0% 12,373,991 $543.8M
Barrow Hanley Mewhinney & Strauss LLC 1.78% Reduce -2.2% 11,913,585 $523.6M
Raymond James Financial Inc. 0.19% — 11,872,633 $521.8M
Two Sigma Advisers, LP 1.19% Add +14.4% 11,677,600 $513.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.47% Add +8.4% 10,798,582 $483.9M
Neuberger Berman Group LLC 0.38% Add +7.5% 11,003,975 $483.6M
National Bank of Canada 0.62% Add +28.1% 10,944,734 $481.0M
California State Teachers Retirement System 0.55% Reduce -3.9% 10,807,156 $475.0M
New York State Common Retirement Fund 0.62% Add +0.3% 10,457,417 $459.6M
Primecap Management Co. 0.34% Reduce -2.0% 10,027,332 $440.7M
Bank of America Corp. 0.04% Reduce -14.9% 10,014,322 $440.1M
Citigroup Inc. 0.42% Reduce -2.5% 9,988,130 $439.0M
Arrowstreet Capital, Limited Partnership 0.35% Reduce -66.5% 9,919,154 $435.9M
KBC Group NV 1.17% Add +130.8% 9,692,279 $426.0M
Robeco Institutional Asset Management B.V. 0.81% Add +2.9% 9,667,345 $424.9M
Manufacturers Life Insurance Company, The 0.34% Add +0.2% 8,931,340 $392.5M
Ontario Teachers Pension Plan Board 5.28% Add +71357.5% 8,632,780 $379.4M
Ensign Peak Advisors, Inc 0.67% Add +23.1% 8,620,023 $378.9M
PNC Financial Services Group, Inc. 0.25% Reduce -0.1% 8,428,016 $370.4M
Healthcare of Ontario Pension Plan Trust Fund 0.80% Add +9.8% 8,422,000 $370.1M
Envestnet Asset Management Inc. 0.11% Add +4.3% 7,648,739 $336.2M
Capital Research Global Investors 0.07% Add +1600.2% 7,590,335 $333.6M
King Luther Capital Management Corp. 1.42% Add +0.3% 7,434,169 $326.7M
First Trust Advisors LP 0.28% Add +7.5% 7,309,383 $321.2M
US Bancorp \de 0.42% Add +0.1% 7,291,256 $320.5M
LPL Financial LLC 0.13% Add +7.1% 7,027,877 $308.9M
ING Groep NV 2.03% Reduce -0.6% 6,847,238 $300.9M
Samlyn Capital, LLC 4.76% Add +61.5% 6,784,375 $298.2M
State Board of Administration of Florida Retirement System 0.56% Reduce -0.2% 6,745,183 $296.5M
Brandywine Global Investment Management, LLC 2.15% Reduce -0.7% 6,701,458 $294.5M
APG Asset Management N.V. 0.80% Add +381.9% 6,758,370 $286.8M
Natixis Advisors, LLC 0.53% Add +20.0% 6,473,665 $284.5M
Macquarie Group Ltd. 0.34% Add +108.6% 6,636,603 $280.2M
Russell Investments Group, Ltd. 0.39% Add +9.0% 6,341,682 $278.7M
DekaBank Deutsche Girozentrale 0.51% No change 6,319,991 $278.5M
D. E. Shaw & Co. 0.33% Reduce -54.0% 6,273,769 $275.7M
Prudential Financial Inc. 0.38% Add +13.7% 6,251,802 $274.8M
Korea Investment CORP 0.65% Reduce -11.3% 6,221,338 $273.4M
Smead Capital Management, Inc. 4.22% Reduce -21.9% 6,195,818 $272.3M
Adage Capital Partners Gp, L.L.C. 0.47% Add +0.1% 6,143,273 $270.0M
Bank of Nova Scotia 0.48% Add +78.7% 6,134,824 $269.6M
Baird Financial Group, Inc. 0.51% Add +2.0% 6,097,880 $268.0M
Theleme Partners LLP 17.66% New 5,994,300 $263.4M
CANADA LIFE ASSURANCE Co 0.45% Add +2.2% 5,972,314 $262.5M
HighTower Advisors, LLC 0.36% Add +10.7% 5,963,277 $262.1M
Fort Washington Investment Advisors Inc. 1.56% Add +2.1% 5,952,148 $261.6M
Aberdeen Group plc 0.49% Reduce -5.4% 5,964,729 $261.5M
UniSuper Management Pty Ltd 1.83% Add +8.2% 5,788,652 $254.4M
New York State Teachers Retirement System 0.53% Reduce -10.1% 5,717,620 $251.3M
Cullen Capital Management, LLC 2.91% Reduce -4.8% 5,687,679 $250.0M
AMF Tjanstepension AB 1.77% Reduce -15.1% 5,674,003 $249.4M
Fifth Third Bancorp 0.89% Reduce -0.0% 5,560,687 $244.4M
Lord, Abbett & Co. LLC 0.80% Add +3.1% 5,491,345 $241.3M
Two Sigma Investments, LP 0.57% Reduce -5.3% 5,382,353 $236.6M
Jennison Associates LLC 0.14% Reduce -38.2% 5,317,359 $233.7M
Alyeska Investment Group, L.P. 0.88% Add +69.3% 5,313,206 $233.5M
Thrivent Financial for Lutherans 0.45% Reduce -0.7% 5,245,014 $230.6M
Caisse de depot et placement du Quebec 0.47% Reduce -32.4% 5,143,958 $226.1M
Federated Hermes, Inc. 0.49% Add +27.0% 5,085,640 $223.5M
Brandes Investment Partners, LP 2.46% Reduce -3.9% 5,015,080 $220.4M
Qube Research & Technologies Ltd 0.36% Reduce -60.2% 4,998,806 $219.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.44% — 4,959,710 $218.0M
AQR Capital Management 0.28% Reduce -20.5% 4,875,181 $214.3M
Boston Partners 0.25% Reduce -1.4% 4,679,326 $205.7M
Hotchkis & Wiley Capital Management LLC 0.65% Reduce -1.1% 4,473,866 $196.6M
Lansforsakringar Fondforvaltning AB (publ) 0.74% — 4,450,863 $195.6M
Panagora Asset Management Inc. 0.90% Add +20.3% 4,446,193 $195.4M
Storebrand Asset Management As 0.59% Reduce -0.2% 4,433,477 $194.9M
Stifel Financial Corp. 0.20% Reduce -1.1% 4,400,593 $193.4M
DNB Asset Management AS 0.82% Add +7.1% 4,318,854 $189.8M
PointState Capital LP 4.28% Add +74.3% 4,278,353 $188.0M
Alecta Tjanstepension Omsesidigt 0.99% New 4,251,000 $186.9M
Marshall Wace, LLP 0.24% Add +56.2% 4,252,518 $186.9M
ABN AMRO Bank N.V. 2.50% Add +3431.4% 4,256,004 $185.2M
Aviva PLC 0.48% Add +14.5% 4,198,358 $184.5M
Edmond DE Rothschild Holding S.A. 3.13% Reduce -13.8% 4,161,877 $182.9M
American Century Companies Inc. 0.10% Reduce -3.1% 4,062,273 $178.5M
Victory Capital Management Inc. 0.18% Add +10.5% 4,008,362 $176.2M
State of Wisconsin Investment Board 0.45% Reduce -5.8% 3,980,556 $174.9M
Schroder Investment Management Group 0.17% Reduce -2.3% 3,948,858 $173.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.49% Add +4.6% 3,940,121 $173.2M
Cibc World Market Inc. 0.39% Add +30.2% 3,900,737 $171.4M
Junto Capital Management LP 3.39% New 3,867,282 $170.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.41% Reduce -31.8% 3,798,774 $167.0M
CI Investments Inc. 0.63% Reduce -9.7% 3,792,002 $166.7M
Danske Bank A/S 0.50% Add +16.0% 3,768,297 $165.6M
Retirement Systems of Alabama 0.61% Reduce -0.7% 3,763,594 $165.4M
Great Lakes Advisors, LLC 1.41% Add +1.6% 3,739,955 $164.4M
Susquehanna International Group, LLP 0.24% Add +10.8% 3,709,851 $163.0M
Wealth Enhancement Advisory Services, LLC 0.31% Add +14.7% 3,662,222 $161.0M
LSV Asset Management 0.37% Reduce -0.2% 3,636,836 $159.8M
M&T Bank Corp 0.53% Add +4.0% 3,628,125 $159.5M
Chevy Chase Trust Holdings, LLC 0.48% Reduce -3.2% 3,590,905 $157.8M
Zurich Insurance Group Ltd 1.27% Add +24.3% 3,544,508 $155.8M
Public Sector Pension Investment Board 0.66% Add +51.8% 3,536,122 $155.4M
Keybank National Association 0.58% Add +1.1% 3,458,616 $152.0M
Balyasny Asset Management L.P. 0.36% Reduce -52.3% 3,447,776 $151.5M
Brown Advisory Inc. 0.19% Reduce -6.2% 3,358,433 $147.6M
Mackenzie Financial Corp. 0.20% Reduce -5.8% 3,358,262 $147.6M
Pinebridge Investments, L.P. 1.09% Add +32.1% 3,291,138 $144.6M
Mitsubishi UFJ Trust & Banking Corp 0.34% Reduce -3.8% 3,284,285 $144.3M
Capital Fund Management S.A. 1.42% Add +16.9% 3,262,601 $143.4M
Truist Financial Corp. 0.22% Add +0.2% 3,122,045 $137.2M
Pictet Asset Management Holding SA 0.15% Reduce -7.9% 3,093,153 $135.9M
Royal London Asset Management Ltd. 0.33% Add +0.2% 3,065,535 $134.7M
Nisa Investment Advisors, LLC 0.51% Add +35.9% 3,014,313 $132.5M
Treasurer of the State of North Carolina 0.52% Reduce -9.9% 3,011,171 $132.3M
Commonwealth Equity Services, LLC 0.19% Reduce -1.5% 2,970,411 $130.6M
Asset Management One Co., Ltd. 0.44% Reduce -2.0% 2,885,799 $127.9M
Everett Harris & Co. 1.61% Reduce -0.2% 2,899,727 $127.4M
TD Asset Management Inc 0.11% Reduce -3.8% 2,890,548 $127.0M
Danica Pension, Livsforsikringsaktieselskab 2.36% Reduce -3.1% 2,865,175 $125.9M
Public Employees Retirement System of Ohio 0.43% New 2,841,613 $124.9M
Sei Investments Co. 0.16% Add +0.1% 2,820,413 $124.0M
Westwood Holdings Group Inc. 0.95% Reduce -25.1% 2,774,714 $121.9M
LGT Group Foundation 1.88% Add +6.3% 2,768,900 $121.7M
Captrust Financial Advisors 0.34% Add +4.2% 2,729,982 $120.0M
Ruffer LLP 4.33% Add +3.7% 2,727,336 $119.9M
Cerity Partners LLC 0.26% Reduce -5.7% 2,766,900 $119.1M
Calamos Advisors LLC 0.80% Reduce -7.0% 2,706,499 $119.0M
Allianz Asset Management GmbH 0.17% Reduce -34.1% 2,701,948 $118.8M
Handelsbanken Fonder AB 0.45% Add +11.3% 2,686,184 $118.1M
Creative Planning 0.11% Add +0.7% 2,683,925 $118.0M
KLP Kapitalforvaltning As 0.55% — 2,628,741 $115.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.69% Add +15.7% 2,628,327 $115.5M
Nomura Asset Management Co. Ltd. 0.35% Add +4.4% 2,616,071 $115.0M
Teacher Retirement System of Texas 0.41% Add +10.5% 2,615,204 $114.9M
State of New Jersey Common Pension Fund D 0.46% Reduce -0.6% 2,583,858 $113.6M
Focus Partners Wealth 0.30% Reduce -6.4% 2,582,541 $113.5M
Choreo, LLC 1.62% Reduce -6.2% 2,563,270 $112.6M
Jane Street Group, LLC 0.18% Add +44.7% 2,516,597 $110.6M
Artisan Partners Limited Partnership 0.17% Add +4.4% 2,477,372 $108.9M
Rokos Capital Management LLP 2.40% Add +17.2% 2,437,795 $107.2M
State of Tennessee, Department of Treasury 0.39% Reduce -4.2% 2,426,152 $106.6M
Corient Private Wealth LP 0.17% Add +1.1% 2,402,996 $104.3M
Rafferty Asset Management, LLC 0.37% Add +2.9% 2,355,158 $103.5M
Douglas Lane & Associates, LLC 1.37% Reduce -5.9% 2,208,470 $97.1M
Shapiro Capital Management LLC 3.30% Reduce -5.1% 2,207,346 $97.0M
Westfield Capital Management Co. LP 0.42% Add +20.3% 2,194,025 $96.4M
Man Group plc 0.30% Reduce -32.2% 2,187,799 $96.2M
Zacks Investment Management 0.89% Reduce -2.9% 2,186,580 $96.1M
Empower Advisory Group, LLC 0.32% Reduce -39.5% 2,173,119 $95.5M
Mariner, LLC 0.16% Reduce -0.7% 2,133,630 $93.8M
Gateway Investment Advisers LLC 1.04% Add +1.2% 2,132,413 $93.7M
Epoch Investment Partners, Inc. 0.45% Reduce -12.1% 2,129,698 $93.6M
Resona Asset Management Co.,Ltd. 0.55% Reduce -5.7% 2,094,101 $92.1M
Comerica Bank 0.37% Reduce -4.7% 2,079,015 $91.4M
Allspring Global Investments Holdings, LLC 0.15% Reduce -3.2% 2,053,099 $90.9M
Clark Capital Management Group, Inc. 0.63% Add +1.2% 2,057,093 $90.4M
STRS Ohio 0.36% Reduce -5.5% 2,043,437 $89.8M
Arizona State Retirement System 0.54% Add +0.5% 2,028,439 $89.1M
Federation des caisses Desjardins du Quebec 0.45% Add +10.5% 2,028,243 $89.1M
Tredje AP-fonden 0.79% Add +15.7% 2,010,802 $88.4M
Daily Journal 41.98% No change 2,000,000 $87.9M
Candriam S.C.A. 0.50% Add +31.8% 1,980,353 $87.0M
Abn Amro Investment Solutions 1.61% Reduce -6.0% 1,961,928 $86.2M
Regal Partners Ltd 8.72% Reduce -8.3% 1,958,514 $86.1M
Credit Agricole S A 0.29% Add +205.6% 1,952,675 $85.8M
Cibc World Markets Corp. 0.50% Add +45.4% 1,926,020 $84.6M
State of Michigan Retirement System 0.44% Reduce -1.1% 1,924,512 $84.6M
Hudson Bay Capital Management LP 0.61% Add +207.9% 1,924,260 $84.6M
Nearwater Capital Markets, Ltd 2.40% — 1,910,102 $83.9M
NFJ Investment Group, LLC 2.69% Reduce -6.7% 1,904,354 $83.7M
Janney Montgomery Scott LLC 0.23% Reduce -1.4% 1,884,589 $82.8M
Homestead Advisers Corp 1.88% Add +3.6% 1,775,735 $78.0M
MetLife Investment Management, LLC 0.42% Add +0.6% 1,766,606 $77.6M
Walleye Capital LLC 0.81% Add +161.4% 1,749,014 $76.9M
Forsta Ap-Fonden 0.54% Add +0.4% 1,744,100 $76.7M
Janus Henderson Group PLC 0.04% Add +58.1% 1,723,030 $75.8M
Worldquant Millennium Advisors LLC 0.49% Reduce -32.8% 1,719,854 $75.6M
Prana Capital Management, LP 3.53% Reduce -18.0% 1,685,789 $74.1M
Hosking Partners LLP 2.85% Add +4.5% 1,657,244 $72.8M
Sapient Capital LLC 1.38% Add +1.9% 1,640,099 $72.1M
Toronto Dominion Bank 0.13% Reduce -50.0% 1,592,505 $70.0M
Mn Services Vermogensbeheer B.V. 0.46% Add +0.8% 1,555,500 $68.4M
Acadian Asset Management LLC 0.20% Add +65.3% 1,551,609 $68.2M
Cooke & Bieler LP 0.66% Reduce -1.6% 1,549,758 $68.1M
Nordea Investment Management AB 0.07% Add +7.7% 1,539,680 $67.6M
Corebridge Financial, Inc. 0.36% Reduce -5.6% 1,534,217 $67.4M
GMO 0.22% Reduce -25.2% 1,532,028 $67.3M
Quilter Plc 1.33% Reduce -2.3% 1,529,870 $67.2M
Teewinot Capital Advisers, L.L.C. 6.66% Reduce -3.7% 1,486,144 $65.3M
Osaic Holdings, Inc. 0.14% Add +1.1% 1,517,015 $64.6M
ProShare Advisors LLC 0.15% Add +9.8% 1,458,827 $64.1M
ExodusPoint Capital Management, LP 0.66% Add +499.9% 1,451,515 $63.8M
First Financial Bankshares Inc 1.38% Add +20.4% 1,450,183 $63.7M
Czech National Bank 0.59% Add +5.3% 1,447,360 $63.6M
Skandinaviska Enskilda Banken AB (publ) 0.29% Reduce -28.4% 1,448,244 $63.6M
Point72 Asset Management 0.18% Add +94.0% 1,438,980 $63.2M
Ceredex Value Advisors LLC 1.26% Reduce -7.0% 1,423,864 $62.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.39% Reduce -3.4% 1,419,391 $62.4M
Salzhauer Michael 31.68% Add +66.7% 1,752,003 $61.9M
Bahl & Gaynor LLC 0.32% Reduce -14.9% 1,382,812 $60.8M
Ofi Invest Asset Management 1.43% — 1,429,651 $60.7M
Teachers Retirement System of the State of Kentucky 0.53% Reduce -3.4% 1,377,777 $60.6M
Letko, Brosseau & Associates Inc. 1.15% Reduce -1.4% 1,355,052 $59.6M
IFM Investors Pty Ltd 0.58% Reduce -8.3% 1,306,712 $57.4M
Basswood Capital Management, L.L.C. 3.33% No change 1,299,227 $57.1M
Berkshire Asset Management LLC 2.67% Reduce -26.0% 1,212,578 $56.4M
MUFG Securities EMEA plc 1.05% Add +444.8% 1,280,300 $56.3M
Amalgamated Bank 0.46% Reduce -3.7% 1,279,281 $56.2M
Cresset Asset Management, LLC 0.27% Reduce -23.3% 1,271,592 $55.9M
CIBC Asset Management Inc 0.18% Add +5.0% 1,267,677 $55.7M
HRT Financial LP 0.28% New 1,248,021 $54.9M
Rathbones Group PLC 0.27% Reduce -7.5% 1,247,344 $54.8M
Mediolanum International Funds Ltd 0.70% Add +46.2% 1,239,536 $54.3M
Rockefeller Capital Management L.P. 0.14% Reduce -20.8% 1,212,123 $53.3M
Border to Coast Pensions Partnership Ltd 1.04% No change 1,209,075 $53.1M
Blair William & Co. 0.15% Reduce -2.4% 1,200,291 $52.8M
Davis Selected Advisers 0.30% Add +0.1% 1,170,435 $51.4M
Waters Parkerson & Co., LLC 2.70% Add +0.8% 1,165,616 $51.2M
Scotia Capital Inc. 0.27% Add +3.9% 1,160,663 $51.0M
Mercer Global Advisors Inc. 0.12% New 1,140,421 $50.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.51% Reduce -3.8% 1,136,370 $49.9M
Eastern Bank 0.93% Add +11.8% 1,135,559 $49.9M
Salem Investment Counselors Inc. 1.63% Reduce -1.2% 1,133,815 $49.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.52% New 1,123,949 $49.8M
O'shaughnessy Asset Management, LLC 0.42% Add +4.0% 1,130,368 $49.7M
American Assets Investment Management, LLC 4.04% No change 1,128,950 $49.6M
Natixis 0.33% Reduce -22.9% 1,119,871 $49.2M
Utah Retirement Systems 0.53% Reduce -1.7% 1,104,689 $48.6M
Sculptor Capital LP 1.16% Add +29.3% 1,102,655 $48.5M
TCTC Holdings, LLC 1.74% Reduce -0.1% 1,100,122 $48.4M
Commerce Bank 0.30% Reduce -6.5% 1,099,137 $48.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.10% Add +51.7% 1,093,719 $48.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.49% Add +7.9% 1,092,694 $48.0M
Cetera Investment Advisers 0.10% Reduce -0.6% 1,089,491 $47.9M
Miller Howard Investments Inc. 1.55% Reduce -1.3% 1,073,226 $47.2M
Moore Capital Management, LP 0.95% New 1,070,720 $47.1M
USS Investment Management Ltd 0.34% Reduce -1.8% 1,066,076 $46.9M
Varma Mutual Pension Insurance Co 0.35% Reduce -25.8% 1,061,224 $46.6M
Manning & Napier Advisors LLC 0.53% Reduce -10.6% 1,051,067 $46.2M
Applied Finance Capital Management, LLC 2.01% Add +4.0% 1,050,107 $46.2M
Citizens Financial Group Inc. 0.89% Add +3.4% 1,040,862 $45.7M
MAI Capital Management 0.34% Add +16.5% 1,035,740 $45.5M
Welch & Forbes LLC 0.58% Reduce -2.6% 1,020,575 $44.9M
Pathstone Holdings, LLC 0.20% Add +3.7% 1,012,885 $44.5M
Lazard Freres Gestion S.A.S. 0.89% Reduce -5.7% 1,009,922 $44.4M
Spectrum Financial Alliance Ltd LLC 15.39% Reduce -12.0% 1,009,107 $44.4M
Lighthouse Investment Partners, LLC 1.71% Add +4568.5% 1,004,431 $44.1M
Giverny Capital 1.61% Add +1.1% 1,000,978 $44.0M
Capitolis Liquid Global Markets LLC 0.43% Reduce -1.4% 998,500 $43.9M
New York Life Investment Management LLC 0.43% Reduce -1.0% 993,223 $43.7M
Cullen/Frost Bankers, Inc. 0.60% Add +3.0% 990,642 $43.5M
Lockheed Martin Investment Management Co. 1.73% Add +25.6% 988,850 $43.5M
Xponance LLC 0.39% Add +0.2% 981,042 $43.1M
Agf Management Ltd. 0.21% Reduce -31.0% 972,980 $42.8M
Glenmede Trust Co. NA 0.22% Add +9.0% 971,921 $42.7M
Ilmarinen Mutual Pension Insurance Co 0.37% Add +61.9% 971,620 $42.7M
NorthCrest Asset Manangement, LLC 1.28% Add +1.8% 970,343 $42.6M
Police & Firemen's Retirement System of New Jersey 0.41% — 969,101 $42.6M
Cwm, LLC 0.18% Add +9.2% 966,325 $42.5M
Cambridge Investment Research Advisors, Inc. 0.14% Reduce -0.9% 964,877 $42.4M
Yousif Capital Management, LLC 0.47% Reduce -3.6% 957,970 $42.1M
Assetmark, Inc. 0.11% Add +8.3% 951,297 $41.8M
Pinnacle Associates Ltd. 0.57% Reduce -3.5% 950,045 $41.8M
Seizert Capital Partners, LLC 1.88% Add +9.2% 946,976 $41.6M
Banque Pictet & Cie SA 0.40% Add +29.3% 943,882 $41.5M
Daiwa Securities Group Inc. 0.19% Reduce -2.1% 938,908 $41.3M
Public Employees Retirement Association of Colorado 0.16% Reduce -4.8% 933,512 $41.0M
Nan Shan Life Insurance Co., Ltd. 0.98% Reduce -22.8% 932,522 $41.0M
AXA S.A. 0.13% Reduce -17.5% 932,379 $41.0M
QRG Capital Management, Inc. 0.42% Add +3.9% 932,015 $41.0M
Todd Asset Management LLC 0.98% Add +1.6% 931,842 $41.0M
TD Waterhouse Canada Inc. 0.32% Add +0.6% 907,697 $39.9M
Groupe la Francaise 0.99% — 912,837 $39.8M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 4.74% Add +2337.6% 891,374 $39.2M
Pacer Advisors, Inc. 0.09% Add +75.2% 876,784 $38.5M
Kodai Capital Management LP 1.57% Add +15.3% 869,187 $38.2M
Holocene Advisors, LP 0.12% Add +136.7% 866,571 $38.1M
Banco Santander, S.A. 0.46% Add +48.5% 866,348 $38.1M
Nissay Asset Management Corp. /Japan 0.23% Reduce -16.1% 857,534 $38.0M
Jones Financial Companies LLLP 0.04% Add +27.8% 860,648 $37.8M
Bank Pictet & Cie (Europe) AG 0.83% Add +35.7% 860,005 $37.8M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.19% New 855,529 $37.6M
Adams Diversified Equity Fund, Inc. 1.41% Add +13.0% 848,268 $37.3M
Mesirow Financial Investment Management, Inc. 0.73% Reduce -1.6% 836,784 $36.8M
Crossmark Global Holdings, Inc. 0.65% Reduce -9.1% 806,044 $35.4M
Wealthfront Advisers LLC 0.10% Add +7.8% 803,727 $35.3M
Ancora Advisors LLC 0.79% Reduce -2.4% 802,812 $35.3M
Kimelman & Baird, LLC 2.80% Reduce -0.7% 802,810 $35.3M
Mutual of America Capital Management LLC 0.38% Reduce -3.8% 799,717 $35.1M
Mirae Asset Global Investments Co., Ltd. 0.14% Add +34.0% 874,021 $34.8M
Trillium Asset Management, LLC 0.88% Reduce -1.6% 772,659 $34.0M
Vest Financial, LLC 0.60% Add +10.8% 770,881 $33.9M
Aquamarine Capital (Aquamarine Zurich) 11.73% No change 767,845 $33.7M
Tiaa Trust, National Association 0.10% Add +0.3% 765,575 $33.6M
1832 Asset Management L.P. 0.06% Add +82.2% 761,340 $33.5M
State of Alaska, Department of Revenue 0.37% Reduce -5.2% 761,218 $33.5M
RBF Capital, LLC 1.74% No change 760,000 $33.4M
NorthCoast Asset Management LLC 0.16% Add +5.3% 759,517 $33.4M
UMB Bank, n.a. 0.53% Reduce -11.0% 758,602 $33.3M
Oppenheimer Asset Management Inc. 0.40% Reduce -1.6% 749,055 $32.9M
Badgley Phelps Wealth Managers, LLC 0.76% Add +2.0% 743,852 $32.7M
Heritage Investors Management Corp. 1.05% Reduce -0.8% 738,451 $32.5M
Migdal Insurance & Financial Holdings Ltd. 0.46% No change 730,000 $32.1M
Walleye Trading LLC 0.62% Add +53.0% 719,714 $31.6M
CapWealth Advisors, LLC 3.43% Add +0.3% 708,421 $31.1M
MML Investors Services, LLC 0.11% Add +6.3% 706,046 $31.0M
Evelyn Partners Investment Management LLP 1.00% — 698,979 $30.7M
Polar Capital Holdings Plc 0.17% New 696,463 $30.6M
MassMutual Private Wealth & Trust, FSB 0.86% Reduce -1.3% 693,824 $30.5M
Vanguard Personalized Indexing Management, LLC 0.45% Add +6.4% 684,512 $30.1M
Braun Stacey Associates Inc. 1.12% Reduce -0.5% 679,842 $29.9M
PGGM Investments 0.40% Add +4.9% 676,282 $29.7M
Blue Chip Partners, LLC 2.55% Reduce -1.2% 675,252 $29.7M
Nippon Life Global Investors Americas, Inc. 1.36% Reduce -2.7% 670,800 $29.5M
Factory Mutual Insurance Co. 0.31% Reduce -16.3% 662,080 $29.1M
Roffman Miller Associates Inc. 1.78% Add +0.0% 658,258 $28.9M
Point72 Europe (London) LLP 1.66% Add +275.6% 653,100 $28.7M
Squarepoint Ops LLC 0.07% Reduce -32.4% 649,981 $28.6M
Aptus Capital Advisors, LLC 0.34% Add +37.5% 649,775 $28.6M
Generate Investment Management Ltd 1.99% Add +219.3% 648,340 $28.5M
Gradient Investments LLC 0.57% Reduce -0.1% 646,120 $28.4M
Sequoia Financial Advisors, LLC 0.27% Add +5.1% 644,235 $28.3M
Stephens Inc. 0.39% Reduce -4.6% 640,626 $28.2M
Marathon Trading Investment Management LLC 4.71% Reduce -48.9% 639,944 $28.1M
Empire Life Investments Inc. 1.76% Reduce -5.8% 637,746 $28.0M
Elo Mutual Pension Insurance Co 0.60% Reduce -4.7% 637,311 $28.0M
Easterly Investment Partners LLC 2.18% Reduce -8.4% 632,942 $27.8M
Mizuho Securities USA LLC 0.51% Add +44.5% 632,677 $27.8M
Peapack Gladstone Financial Corp. 0.40% Reduce -0.3% 620,972 $27.3M
Northwestern Mutual Wealth Management Co. 0.02% Add +4.5% 619,704 $27.2M
NewEdge Advisors, LLC 0.16% Add +6.6% 618,080 $27.2M
AE Wealth Management LLC 0.23% Reduce -6.1% 615,608 $27.1M
Northwest & Ethical Investments L.P. 0.73% Add +30.2% 610,914 $26.8M
Aristotle Atlantic Partners, LLC 0.84% Add +56.1% 608,079 $26.7M
Prudential PLC 0.13% Add +2.4% 602,588 $26.5M
Vident Advisory, LLC 0.46% Add +88.1% 602,490 $26.5M
Connor, Clark & Lunn Investment Management Ltd. 0.12% Add +927.0% 600,846 $26.4M
GAMCO Investors 0.28% Reduce -4.1% 600,072 $26.4M
Capital International, Inc. 0.31% Add +31.7% 589,574 $25.9M
FIL Ltd 0.02% Add +16.4% 583,275 $25.6M
Capital International Sarl 0.59% Add +9.6% 579,309 $25.5M
Davis R M Inc. 0.50% Add +15.1% 578,571 $25.4M
LBP Am SA 0.34% Add +58.7% 577,719 $25.4M
Oregon Public Employees Retirement Fund 0.46% Reduce -1.0% 572,302 $25.2M
Quantinno Capital Management LP 0.25% Add +23.9% 570,953 $25.1M
Swiss Life Asset Management Ltd 0.18% Add +74.8% 555,016 $24.4M
Los Angeles Capital Management LLC 0.10% Reduce -31.5% 552,364 $24.3M
Gulf International Bank (UK) Ltd 0.61% Reduce -1.1% 551,730 $24.2M
General Pension Society PZU Joint Stock Co 7.28% Reduce -10.9% 539,896 $23.7M
Hutchinson Capital Management 4.39% Reduce -0.4% 528,882 $23.2M
Crestwood Advisors Group, LLC 0.44% Reduce -2.8% 528,727 $23.2M
Capital Investment Advisors, LLC 0.47% Reduce -0.6% 528,654 $23.2M
Envestnet Portfolio Solutions, Inc. 0.08% Add +2.6% 527,190 $23.2M
Brevan Howard Capital Management LP 0.58% Add +93.7% 526,543 $23.1M
Rollins Financial Advisors, LLC 3.61% Add +2.4% 525,473 $23.1M
BI Asset Management Fondsmaeglerselskab A/S 0.24% New 524,027 $23.0M
Taurus Asset Management, LLC 2.22% Reduce -0.7% 519,334 $22.8M
Synovus Financial Corp. 0.29% Reduce -0.3% 511,837 $22.5M
Private Advisor Group, LLC 0.13% Reduce -1.6% 511,101 $22.5M
Lido Advisors, LLC 0.14% Add +74.7% 511,070 $22.5M
Nomura Holdings Inc. 0.12% Add +1189.1% 506,467 $22.3M
Avanza Fonder AB 0.66% — 506,067 $22.2M
Steward Partners Investment Advisory, LLC 0.20% Reduce -5.6% 505,641 $22.2M
Payden & Rygel 1.91% Add +46.8% 503,600 $22.1M
Certuity, LLC 2.39% Add +0.5% 500,718 $22.0M
Cornerstone Advisors, LLC 0.88% Add +1.1% 500,300 $22.0M
Montag A & Associates Inc. 1.04% Add +0.1% 498,830 $21.9M
Matthew Goff Investment Advisor, LLC 4.07% Add +0.0% 498,728 $21.9M
Cinctive Capital Management LP 1.18% Add +45.7% 498,544 $21.9M
Verition Fund Management LLC 0.11% Add +6.1% 493,781 $21.7M
Beacon Pointe Advisors, LLC 0.24% Reduce -4.6% 489,207 $21.5M
Oppenheimer & Co. Inc. 0.32% Reduce -8.4% 485,850 $21.4M
Generali Asset Management SPA SGR 0.54% — 478,350 $21.0M
Capstone Investment Advisors, LLC 0.27% Add +3377.5% 478,018 $21.0M
NS Partners Ltd 0.87% Reduce -1.1% 476,583 $20.9M
Picton Mahoney Asset Management 0.79% Add +8.7% 475,092 $20.9M
Tocqueville Asset Management L.P. 0.33% Add +1.4% 473,818 $20.8M
B. Metzler seel. Sohn & Co. AG 0.21% Reduce -20.1% 473,546 $20.8M
Jain Global LLC 0.62% — 472,716 $20.8M
Ossiam 0.36% Reduce -53.7% 471,788 $20.7M
GoodHaven Capital Management, LLC 6.76% No change 470,361 $20.7M
Atria Investments, Inc 0.26% Add +2.6% 466,845 $20.5M
Kentucky Retirement Systems 0.60% Reduce -1.4% 463,910 $20.4M
Livforsakringsbolaget Skandia, Omsesidigt 1.07% Reduce -0.3% 459,867 $20.2M
Arvest Bank Trust Division 1.21% Reduce -2.3% 457,426 $20.1M
Tower Research Capital LLC (TRC) 0.40% Add +114.7% 457,115 $20.1M
CIBC Private Wealth Group LLC 0.04% Reduce -2.2% 431,307 $19.9M
Phoenix Financial Ltd. 0.27% Add +10.4% 453,042 $19.9M
SG Americas Securities, LLC 0.09% Reduce -79.7% 451,908 $19.9M
Kestra Advisory Services, LLC 0.11% Reduce -28.0% 451,768 $19.9M
EP Wealth Advisors, LLC 0.16% Reduce -1.3% 447,303 $19.7M
Shelton Capital Management 0.49% Add +59.0% 445,372 $19.6M
D.A. Davidson & Co. 0.16% Add +2.9% 445,077 $19.6M
Ieq Capital, LLC 0.19% Add +12.0% 442,188 $19.4M
Glenview Trust Co 0.36% Reduce -1.8% 438,838 $19.3M
Forbes J M & Co. LLP 1.85% Add +0.4% 437,909 $19.2M
OMERS ADMINISTRATION Corp 0.17% Reduce -8.4% 435,296 $19.1M
Avantax Advisory Services, Inc. 0.12% Reduce -0.9% 433,781 $19.1M
Davidson Investment Advisors 0.92% Reduce -0.5% 431,739 $19.0M
Townsquare Capital LLC 0.21% Add +3.7% 431,105 $18.9M
Tweedy, Browne Co LLC 1.27% Reduce -15.1% 429,853 $18.9M
Grassi Investment Management 1.60% Reduce -1.0% 426,750 $18.8M
Flputnam Investment Management Co. 0.34% Add +2.5% 426,505 $18.7M
Achmea Investment Management B.V. 0.30% Reduce -4.7% 418,549 $18.4M
Bridgeway Capital Management, LLC 0.41% Reduce -6.8% 418,479 $18.4M
Ninety One SA (Pty) Ltd 4.05% New 417,764 $18.4M
Daiichi Life Insurance Co., Ltd. 0.51% Add +7.0% 416,046 $18.3M
Interval Partners, LP 0.47% Add +506.1% 414,620 $18.2M
&partners 0.22% Add +70.8% 404,871 $18.1M
Hartford Investment Management Co. 0.59% Reduce -2.9% 412,451 $18.1M
Silvercrest Asset Management Group LLC 0.12% Add +445.6% 409,433 $18.0M
SP Asset Management LLC 1.50% Reduce -4.9% 406,287 $17.9M
Abner Herrman & Brock LLC 2.20% Add +1.8% 403,598 $17.7M
Pinnacle Financial Partners Inc 0.36% Add +0.3% 441,079 $17.7M
Wharton Business Group, LLC 0.80% Reduce -4.4% 401,368 $17.6M
Woodline Partners LP 0.12% New 400,886 $17.6M
AEGON ASSET MANAGEMENT UK Plc 0.23% Add +2.7% 400,162 $17.6M
Wesleyan Assurance Society 1.34% Reduce -2.8% 398,475 $17.5M
Simon Quick Advisors, LLC 1.05% Reduce -1.7% 398,121 $17.5M
Farmers & Merchants Investments Inc. 0.54% Reduce -0.1% 393,821 $17.3M
Headlands Technologies LLC 1.72% Add +61.1% 389,064 $17.1M
KCM Investment Advisors LLC 0.59% Reduce -4.4% 388,910 $17.1M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2.55% Reduce -0.1% 383,914 $16.9M
Illinois Municipal Retirement Fund 0.24% Reduce -17.1% 382,974 $16.8M
Savant Capital, LLC 0.13% Add +2.6% 381,582 $16.8M
DAVENPORT & Co LLC 0.10% Add +2.3% 380,739 $16.7M
Capital International Ltd. 0.68% Add +1.3% 380,322 $16.7M
Dupont Capital Management Corp. 1.56% No change 379,498 $16.7M
PB Investment Partners, L.P. 12.43% Add +13.0% 377,515 $16.6M
Regions Financial Corp. 0.12% Reduce -1.6% 377,091 $16.6M
ARGA Investment Management, LP 0.54% Add +60.7% 376,277 $16.5M
Xcel Wealth Management, LLC 4.61% Reduce -2.6% 376,099 $16.5M
Live Oak Private Wealth LLC 2.76% Reduce -2.4% 373,654 $16.4M
NEOS Investment Management LLC 0.38% Add +31.7% 371,723 $16.3M
Freestone Grove Partners LP 0.20% — 371,562 $16.3M
New Age Alpha Advisors, LLC 0.66% New 371,316 $16.3M
Investment Management Corp of Ontario 0.54% Add +58.8% 371,177 $16.3M
Prospera Financial Services Inc 0.38% Add +15.8% 368,290 $16.2M
Associated Banc-Corp 0.49% Reduce -3.5% 367,014 $16.1M
Kestra Private Wealth Services, LLC 0.27% Reduce -16.5% 366,723 $16.1M
Stanley Capital Management, LLC 3.13% No change 366,142 $16.1M
Groupama Asset Managment 0.34% Reduce -63.2% 366,413 $16.1M
Integrated Wealth Concepts LLC 0.18% Add +9.8% 361,494 $15.9M
Redwood Grove Capital, LLC 4.91% Reduce -15.8% 360,607 $15.8M
United Asset Strategies, Inc. 1.45% Reduce -0.3% 359,802 $15.8M
Louisiana State Employees Retirement System 0.30% Reduce -5.5% 359,100 $15.8M
Maryland State Retirement & Pension System 0.34% Reduce -8.2% 359,007 $15.8M
Securian Asset Management, Inc. 0.46% Reduce -3.9% 358,774 $15.8M
Gabelli Funds LLC 0.12% Reduce -2.7% 356,432 $15.7M
Calamos Wealth Management LLC 0.79% Add +42.2% 353,695 $15.5M
Caldwell Investment Management Ltd. 10.35% No change 350,000 $15.3M
Vinva Investment Management Ltd 0.58% Add +17.9% 349,243 $15.3M
KLCM Advisors, Inc. 1.76% Reduce -7.3% 345,219 $15.2M
Griffin Asset Management, Inc. 1.77% Add +5.4% 343,197 $15.1M
Connors Investor Services Inc. 1.41% Add +0.3% 341,895 $15.0M
M&G PLC 0.10% Reduce -41.8% 341,331 $15.0M
JTC Employer Solutions Trustee Ltd 1.06% Reduce -1.4% 341,805 $15.0M
Metis Global Partners, LLC 0.45% Add +0.9% 340,740 $15.0M
Huber Capital Management LLC 2.92% Add +6.4% 333,459 $14.7M
Auxier Asset Management LLC 2.24% Reduce -1.5% 328,819 $14.5M
Evergreen Capital Management LLC 0.47% Add +3.0% 325,927 $14.3M
Allianz SE 0.37% Add +0.9% 325,244 $14.3M
Atria Wealth Solutions, Inc. 0.16% Reduce -0.9% 321,859 $14.1M
New Mexico Educational Retirement Board 0.48% Reduce -3.3% 321,854 $14.1M
E. Ohman J:or Asset Management AB 0.33% Add +11.3% 318,900 $14.0M
BDF-Gestion 1.43% Reduce -11.5% 317,798 $14.0M
Fogel Capital Management, Inc. 7.02% Add +1.4% 317,703 $14.0M
Madison Asset Management, LLC 0.16% Reduce -4.8% 317,607 $14.0M
Madison Investment Advisors, LLC 0.16% — 317,607 $14.0M
Texas Yale Capital Corp. 0.56% Add +1568.0% 317,581 $14.0M
Azora Capital LP 0.62% New 315,833 $13.9M
Dana Investment Advisors, Inc. 0.45% Reduce -2.0% 312,999 $13.8M
Estabrook Capital Management 2.11% Reduce -0.5% 310,554 $13.6M
Bokf, NA 0.23% Reduce -0.4% 299,344 $13.5M
Adams Asset Advisors, LLC 1.77% Reduce -9.1% 307,060 $13.5M
Linscomb Wealth, Inc. 0.66% Reduce -0.2% 302,194 $13.3M
Nixon Peabody Trust Co. 1.09% Add +0.3% 301,391 $13.2M
Atlantic Union Bankshares Corp 0.77% Add +2.1% 300,777 $13.2M
Norinchukin Bank, The 0.28% Add +8.2% 300,762 $13.2M
Allen Holding Inc. 1.45% Reduce -71.4% 300,000 $13.2M
WASHINGTON TRUST Co 0.47% Reduce -1.5% 299,075 $13.1M
Chilton Capital Management LLC 0.55% Reduce -1.5% 298,126 $13.1M
Hoertkorn Richard Charles 5.37% Reduce -2.0% 297,143 $13.1M
Yarbrough Capital, LLC 0.50% No change 295,081 $13.0M
Allied Investment Advisors, LLC 2.61% Reduce -0.4% 294,442 $12.9M
Knights of Columbus Asset Advisors LLC 0.85% Add +1.6% 292,646 $12.9M
J.P. Marvel Investment Advisors, LLC 2.12% Reduce -0.5% 292,364 $12.8M
NWF Advisory Services Inc. 1.88% Add +5.5% 291,568 $12.8M
HB Wealth Management, LLC 0.13% Add +3.7% 290,470 $12.8M
Maltese Capital Management LLC 1.97% Add +35.1% 290,000 $12.7M
Novare Capital Management LLC 1.07% Reduce -0.9% 289,633 $12.7M
Stratos Wealth Partners, LTD. 0.18% Reduce -5.6% 289,024 $12.7M
AIA Group Ltd 0.31% Add +38.8% 288,968 $12.7M
Highland Capital Management, LLC 0.72% Reduce -2.4% 287,465 $12.6M
Equitable Trust Co. 0.70% Reduce -1.1% 286,609 $12.6M
Allworth Financial LP 0.07% Add +3.6% 275,074 $12.6M
Aware Super Pty Ltd as trustee of Aware Super 0.20% — 284,567 $12.5M
iA Global Asset Management Inc. 0.22% Add +5.5% 283,840 $12.5M
Westpac Banking Corp. 0.83% Add +14.0% 283,289 $12.5M
LS Investment Advisors, LLC 1.82% Reduce -0.3% 282,824 $12.4M
Vestcor Inc 0.41% Add +58.8% 281,131 $12.4M
Prospect Hill Management, LLC 5.41% No change 280,000 $12.3M
Northeast Financial Consultants Inc 0.52% Reduce -0.8% 279,332 $12.3M
Bourgeon Capital Management LLC 2.33% Reduce -1.9% 279,276 $12.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.35% Add +0.2% 278,905 $12.3M
Appleton Partners Inc. 0.91% Reduce -5.6% 278,744 $12.3M
Waverly Advisors, LLC 0.19% Add +28.2% 278,666 $12.2M
Cohen Klingenstein LLC 0.42% Reduce -3.7% 277,806 $12.2M
MMBG Investment Advisors Co. 1.29% Reduce -22.7% 275,613 $12.1M
CCM Investment Advisers LLC 1.34% Reduce -1.5% 275,321 $12.1M
Freestone Capital Holdings, LLC 0.42% Reduce -2.1% 275,108 $12.1M
Perigon Wealth Management, LLC 0.30% Add +34.5% 258,918 $12.1M
Shorepath Capital Management LLC 8.57% Reduce -3.7% 272,839 $12.0M
Birch Hill Investment Advisors LLC 0.56% Reduce -22.4% 272,718 $12.0M
Fidelis Capital Partners, LLC 1.19% Add +650.9% 258,157 $11.9M
HM Payson & Co. 0.20% Add +6.9% 271,373 $11.9M
Bailard, Inc. 0.30% Add +1.1% 270,703 $11.9M
Tidal Investments LLC 0.10% Reduce -8.3% 270,427 $11.9M
Arnhold LLC 1.17% Reduce -8.7% 268,942 $11.8M
Bradley Foster & Sargent Inc. 0.20% Reduce -0.5% 268,650 $11.8M
Orion Porfolio Solutions, LLC 0.12% Add +24.1% 268,328 $11.8M
Orion Portfolio Solutions, LLC 0.12% Add +24.1% 268,328 $11.8M
Wallington Asset Management, LLC 1.70% Add +1.8% 268,208 $11.8M
Concurrent Investment Advisors, LLC 0.32% Reduce -0.2% 265,343 $11.7M
Assenagon Asset Management S.A. 0.02% Reduce -3.2% 264,987 $11.6M
Anderson Hoagland & Co. 1.20% Reduce -2.1% 249,974 $11.6M
Hantz Financial Services, Inc. 0.20% Reduce -3.3% 264,573 $11.6M
Empowered Funds, LLC 0.17% Add +5.2% 262,694 $11.5M
Entropy Technologies, LP 1.19% Add +53.8% 261,831 $11.5M
Jamison Private Wealth Management, Inc. 1.69% Add +0.2% 261,167 $11.5M
Argent Trust Co 0.47% Add +0.3% 260,946 $11.5M
Westbourne Investment Advisors, Inc. 3.86% Add +0.1% 256,733 $11.3M
Thompson Investment Management, Inc. 1.63% Reduce -2.7% 256,665 $11.3M
Providence Capital Advisors, LLC 2.27% Reduce -0.0% 254,642 $11.2M
Cornerstone Wealth Group, LLC 0.91% Reduce -26.8% 253,725 $11.2M
Caisse Des Depots Et Consignations 0.55% — 253,621 $11.1M
Dakota Wealth Management 0.26% Reduce -52.4% 252,901 $11.1M
Janney Capital Management LLC 0.73% Reduce -9.6% 252,063 $11.1M
Rheos Capital Works Inc. 0.61% New 250,000 $11.0M
RedJay Asset Management Inc. 7.27% Reduce -9.1% 250,000 $11.0M
XML Financial, LLC 1.00% Reduce -1.6% 248,316 $10.9M
Sowell Financial Services LLC 0.57% Reduce -1.6% 247,009 $10.9M
Independent Advisor Alliance 0.14% Add +11.6% 246,724 $10.8M
Blume Capital Management, Inc. 2.43% Reduce -8.7% 246,171 $10.8M
Tufton Capital Management 2.04% Reduce -0.5% 244,970 $10.8M
Boston Common Asset Management, LLC 0.31% Add +68.7% 244,594 $10.7M
German American Bancorp, Inc. 1.12% Add +1.8% 244,406 $10.7M
Exane Asset Management 6.09% Reduce -45.0% 235,290 $10.7M
Stockman Wealth Management, Inc. 1.68% Reduce -0.3% 243,427 $10.7M
Becker Capital Management Inc. 0.35% Reduce -11.3% 242,217 $10.6M
Johnson Investment Counsel Inc. 0.10% Add +5.1% 241,735 $10.6M
Unisphere Establishment 0.09% Add +26.7% 240,750 $10.6M
Financiere des Professionnels - Fonds d'investissement inc. 0.74% Reduce -5.3% 240,431 $10.6M
Great Valley Advisor Group, Inc. 0.24% Reduce -7.6% 239,373 $10.5M
Florida Trust Wealth Management Co 0.34% Reduce -1.3% 238,594 $10.5M
Empirical Finance, LLC 0.61% Reduce -1.5% 238,366 $10.5M
Ingalls & Snyder LLC 0.41% Reduce -1.5% 238,026 $10.5M
Silicon Valley Capital Partners 1.17% Add +1.1% 237,903 $10.5M
Robertson Stephens Wealth Management, LLC 0.37% Reduce -0.5% 237,469 $10.4M
Simmons Bank 0.76% Reduce -3.6% 236,189 $10.4M
Carnegie Investment Counsel 0.30% Reduce -5.0% 235,801 $10.4M
Composition Wealth, LLC 0.21% Add +1088.5% 235,310 $10.3M
GLOBALT Investments LLC / GA 0.39% Reduce -1.5% 234,432 $10.3M
Pettyjohn, Wood & White, Inc. 1.89% Reduce -0.9% 234,373 $10.3M
Global Wealth Management Investment Advisory, Inc. 2.11% Add +1.7% 233,160 $10.2M
SouthState Bank Corp 0.67% Reduce -1.8% 231,787 $10.2M
Great Lakes Retirement, Inc. 1.31% Reduce -0.9% 231,314 $10.2M
Goelzer Investment Management, Inc. 0.58% Reduce -0.9% 229,046 $10.1M
Sit Investment Associates Inc. 0.23% Add +75.6% 228,315 $10.0M
CENTRAL TRUST Co 0.25% Add +3.2% 227,600 $10.0M
Vontobel Holding Ltd. 0.03% Add +8.9% 226,384 $9.9M
Bard Financial Services, Inc. 1.19% Reduce -1.4% 226,325 $9.9M
AustralianSuper Pty Ltd 0.05% Add +5.4% 225,198 $9.9M
Venture Visionary Partners LLC 0.42% Reduce -2.7% 224,797 $9.9M
Brown Brothers Harriman & Co. 0.07% Add +4.3% 224,023 $9.8M
Eagle Ridge Investment Management 0.85% Reduce -0.5% 222,937 $9.8M
Trustmark Bank Trust Department 0.72% Reduce 0.0% 220,214 $9.7M
United Capital Financial Advisors, LLC 0.08% Reduce -2.0% 220,118 $9.7M
Martingale Asset Management L P 0.23% Add +47.0% 219,676 $9.7M
Schonfeld Strategic Advisors LLC 0.06% Reduce -84.9% 219,240 $9.6M
Guggenheim Capital LLC 0.08% Reduce -53.2% 218,423 $9.6M
First American Bank 0.67% Add +9.4% 217,972 $9.6M
Alpine Woods Capital Investors, LLC 1.82% Reduce -0.2% 217,921 $9.6M
Contravisory Investment Management, Inc. 2.04% Reduce -0.2% 217,311 $9.6M
Edge Capital Group, LLC 0.43% Add +1.5% 216,938 $9.5M
RPG Investment Advisory, LLC 1.27% Reduce -0.4% 216,258 $9.5M
Philadelphia Trust Co. 0.70% Reduce -5.6% 216,125 $9.5M
First Financial Bank - Trust Division 0.88% Reduce -0.9% 215,418 $9.5M
Huntington National Bank 0.09% Add +3.0% 214,125 $9.4M
Astoria Portfolio Advisors LLC. 3.35% Add +0.2% 205,063 $9.4M
Northwestern Mutual Investment Management Company, LLC 0.21% Reduce -0.9% 211,951 $9.3M
Ashton Thomas Private Wealth, LLC 0.36% Add +3.0% 211,114 $9.3M
L & S Advisors Inc 1.14% Add +1772.0% 210,560 $9.3M
Diversified Trust Co. 0.23% Add +29.8% 210,281 $9.2M
Access Investment Management LLC 2.67% Reduce -6.7% 210,000 $9.2M
Crake Asset Management LLP 1.00% No change 210,000 $9.2M
OneDigital Investment Advisors LLC 0.11% Reduce -9.3% 208,743 $9.2M
Advisory Services Network, LLC 0.17% Add +3.2% 208,361 $9.2M
River Wealth Advisors LLC 1.21% Add +9.0% 208,086 $9.1M
Allstate Corp. 0.27% Add +3746.6% 207,639 $9.1M
Laurel Wealth Advisors LLC 1.43% Reduce -0.1% 207,594 $9.1M
Axxcess Wealth Management, LLC 0.23% Add +5.3% 207,198 $9.1M
Moneta Group Investment Advisors LLC 0.13% Reduce -1.6% 206,491 $9.1M
Udine Wealth Management, Inc. 5.77% Reduce -1.6% 204,547 $9.0M
Erste Asset Management GmbH 0.11% Reduce -4.3% 573,078 $8.9M
North Star Investment Management Corp. 0.62% Reduce -1.6% 203,344 $8.9M
Algebris (uk) Ltd. 2.47% New 209,681 $8.9M
Consolidated Investment Group LLC 1.24% No change 202,013 $8.9M
Cambridge Financial Group, Inc. 3.66% — 201,851 $8.9M
Schnieders Capital Management LLC 1.76% Reduce -5.5% 200,878 $8.8M
Blue Investment Partners LLC 3.23% No change 200,479 $8.8M
DCM Advisors, LLC 4.13% Add +7.5% 200,656 $8.8M
Phraction Management LLC 3.31% Reduce -1.2% 200,096 $8.8M
DRW Securities, LLC 0.59% Add +46.5% 200,073 $8.8M
LMCG Investments, LLC 0.54% Reduce -1.8% 199,796 $8.8M
Caprock Group, LLC 0.29% Add +5.7% 199,692 $8.8M
Fiduciary Trust Co 0.12% Add +12.0% 199,383 $8.8M
Parsons Capital Management Inc. 0.47% Add +66.9% 198,916 $8.7M
Intech Investment Management LLC 0.08% Add +17.0% 198,512 $8.7M
Tokio Marine Asset Management Co. Ltd. 0.31% Add +2.4% 198,148 $8.7M
Callan Family Office, LLC 0.55% Add +142.7% 197,858 $8.7M
Beach Investment Counsel Inc. 1.17% Reduce -7.3% 197,753 $8.7M
First Citizens Bank & Trust Co. 0.16% Reduce -5.1% 197,557 $8.7M
Borer Denton & Associates, Inc. 3.02% Reduce -0.5% 197,546 $8.7M
Buffington Mohr McNeal 1.44% Add +1.1% 197,468 $8.7M
Financial Avengers, Inc. 4.09% Reduce -10.4% 197,448 $8.7M
Howe & Rusling Inc. 0.75% Reduce -4.0% 196,822 $8.7M
South Dakota Investment Council 0.17% Reduce -12.0% 196,508 $8.6M
Valeo Financial Advisors, LLC 0.24% Add +1.2% 233,438 $8.6M
Fred Alger Management, LLC 0.04% Add +2.9% 195,863 $8.6M
Sierra Capital LLC 1.02% Reduce -0.2% 195,776 $8.6M
Bearing Point Capital, LLC 1.79% — 195,332 $8.6M
Castleark Management LLC 0.30% New 193,290 $8.5M
Prime Capital Investment Advisors, LLC 0.12% Reduce -2.6% 192,772 $8.5M
Pavion Blue Capital, LLC 3.95% Reduce -0.4% 191,659 $8.4M
University of Texas/Texas Am Investment Management Co. 0.99% Reduce -11.2% 190,976 $8.4M
Philip James Wealth Mangement, LLC 1.13% Reduce -21.8% 190,682 $8.4M
Fifth Third Wealth Advisors LLC 0.45% Add +6.0% 190,461 $8.4M
Greatmark Investment Partners, Inc. 1.14% Reduce -3.0% 189,718 $8.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.07% Reduce -0.3% 176,522 $8.3M
Davis-Rea LTD. 4.21% Reduce -14.3% 189,119 $8.3M
Hardman Johnston Global Advisors LLC 0.34% New 187,990 $8.3M
Bridge Creek Capital Management LLC 2.54% Reduce -2.4% 187,670 $8.2M
ADAPT Investment Managers SA 3.81% — 185,618 $8.2M
Hilton Capital Management, LLC 0.71% Add +86.3% 187,018 $8.2M
Hennessy Advisors Inc. 0.24% Reduce -3.8% 185,900 $8.2M
Fagan Associates, Inc. 1.30% Add +0.2% 185,844 $8.2M
Intact Investment Management Inc. 0.28% Reduce -6.0% 185,600 $8.2M
Siemens Fonds Invest GmbH 0.85% Reduce -15.4% 185,414 $8.1M
Fusion Capital, LLC 3.28% Add +2.2% 185,066 $8.1M
Searle & Co. 2.35% No change 184,955 $8.1M
Onex Canada Asset Management Inc. 0.97% Reduce -9.8% 184,836 $8.1M
First National Trust Co 0.30% Reduce -1.1% 183,266 $8.1M
LGT Fund Management Co Ltd. 0.71% Add +9.2% 183,202 $8.1M
Socorro Asset Management LP 3.28% No change 182,046 $8.0M
tru Independence LLC 2.51% Reduce -7.5% 182,018 $8.0M
Laird Norton Wetherby Wealth Management, LLC 0.38% Reduce -5.5% 181,622 $8.0M
Thompson Siegel & Walmsley LLC 0.12% Reduce -35.1% 180,770 $7.9M
Fisher Funds Management LTD 0.19% — 180,815 $7.9M
Ritholtz Wealth Management 0.23% Add +3.6% 180,532 $7.9M
B. Riley Wealth Advisors, Inc. 0.26% Reduce -10.5% 180,373 $7.9M
Viking Fund Management LLC 1.23% No change 180,000 $7.9M
Sage Mountain Advisors LLC 0.58% Reduce -32.2% 179,926 $7.9M
Sumitomo Life Insurance Co. 0.15% Add +9.9% 179,185 $7.9M
Red Door Wealth Management, LLC 1.20% Add +6.5% 178,231 $7.8M
Praxis Investment Management Inc. 0.51% Reduce -13.0% 177,970 $7.8M
Nicholas Investment Partners, LP 0.76% No change 177,313 $7.8M
Stolper Co 2.59% Add +0.3% 177,023 $7.8M
Bollard Group LLC 0.21% Reduce -19.5% 176,255 $7.7M
Intrust Bank NA 0.77% Add +1.9% 173,245 $7.6M
Baldwin Wealth Partners LLC 0.52% Reduce -0.2% 172,625 $7.6M
Boothe Investment Group, Inc. 3.29% Add +0.4% 172,314 $7.6M
Plato Investment Management Ltd 0.56% Add +1.4% 171,614 $7.6M
HUB Investment Partners, LLC 0.32% Add +1.0% 171,956 $7.6M
Unison Asset Management LLC 3.68% Add +2.5% 170,959 $7.5M
Wedbush Securities Inc. 0.27% Reduce -1.9% 170,764 $7.5M
Harbor Island Capital LLC 3.58% No change 170,106 $7.5M
Leuthold Group, LLC 0.90% Reduce -3.5% 169,704 $7.5M
Mizuho Markets Americas LLC 0.14% New 169,383 $7.4M
Integrated Advisors Network LLC 0.35% Add +77.4% 167,579 $7.4M
Level Four Advisory Services, LLC 0.30% Reduce -4.3% 167,294 $7.4M
Point72 Asia (Singapore) Pte. Ltd. 1.94% Add +568.8% 166,695 $7.3M
Signaturefd, LLC 0.14% Add +1.5% 166,691 $7.3M
Webster Bank, N. A. 0.79% Reduce -4.0% 166,513 $7.3M
HighPoint Advisor Group LLC 0.40% Add +4.8% 159,043 $7.3M
Roanoke Asset Management Corp./ NY 2.37% Reduce -2.6% 165,843 $7.3M
New England Asset Management Inc. 1.30% Reduce -18.9% 165,725 $7.3M
Viewpoint Capital Management LLC 3.81% Add +2.4% 164,919 $7.2M
Lee Danner & Bass Inc. 0.57% Reduce -0.8% 164,904 $7.2M
Ariel Investments 0.08% Reduce -2.7% 164,820 $7.2M
Cubist Systematic Strategies, LLC 0.12% Reduce -92.0% 164,438 $7.2M
R.m.sincerbeaux Capital Management LLC 4.33% No change 164,244 $7.2M
PFG Investments, LLC 0.44% Add +0.3% 162,464 $7.1M
Perpetual Ltd 0.08% Add +180.5% 162,215 $7.1M
Triglav Investments, D.O.O. 0.56% — 161,788 $7.1M
Boyar Asset Management Inc. 4.68% Add +0.1% 161,572 $7.1M
Apollon Wealth Management, LLC 0.16% Add +10.3% 161,375 $7.1M
Channing Capital Management, LLC 0.19% New 161,190 $7.1M
U.S. Capital Wealth Advisors, LLC 0.22% Reduce -4.7% 160,385 $7.0M
Jacobi Capital Management LLC 0.53% Add +3.0% 160,334 $7.0M
Hoey Investments, Inc. 1.20% Add +4.2% 159,903 $7.0M
Woodstock Corp. 0.68% Add +0.6% 159,727 $7.0M
Thoroughbred Financial Services, LLC 0.43% Reduce -0.2% 159,667 $7.0M
Quadrature Capital Ltd 0.14% Reduce -40.1% 158,861 $7.0M
Employees Retirement System of Texas 0.07% Add +12.7% 158,455 $7.0M
Resources Management Corp. /CT/ 0.95% Reduce -1.4% 158,432 $7.0M
Pallas Capital Advisors LLC 0.30% Add +0.5% 157,736 $6.9M
Creative Financial Designs Inc. 0.56% Reduce -4.0% 157,712 $6.9M
Brookstone Capital Management 0.10% Reduce -20.0% 157,172 $6.9M
Azimuth Capital Investment Management LLC 0.27% Reduce -5.6% 156,927 $6.9M
Park Avenue Securities LLC 0.07% Add +21.3% 156,256 $6.9M
United Services Automobile Association 0.22% Reduce -1.3% 155,923 $6.9M
Meiji Yasuda Asset Management Co Ltd. 0.26% Add +16.6% 155,218 $6.8M
Gibraltar Capital Management, Inc. 3.01% Reduce -0.4% 154,835 $6.8M
Mystic Asset Management, Inc. 1.82% Add +109.6% 154,511 $6.8M
Northeast Investment Management 0.30% Reduce -0.6% 154,180 $6.8M
Pring Turner Capital Group Inc. 4.53% Reduce -1.7% 154,041 $6.8M
DSG Capital Advisors, LLC 1.22% — 153,652 $6.8M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.82% Reduce -0.7% 153,633 $6.8M
Patton Albertson Miller Group, LLC 0.89% Add +1.7% 151,977 $6.7M
Compound Planning, Inc. 0.34% Add +5.5% 151,844 $6.7M
Jefferies Financial Group Inc. 0.08% Add +313.8% 151,607 $6.7M
Greenleaf Trust 0.06% Add +1.4% 151,346 $6.7M
Icon Wealth Advisors, LLC 0.54% Reduce 0.0% 150,658 $6.6M
Voleon Capital Management LP 0.49% — 150,192 $6.6M
Jupiter Asset Management Ltd. 0.06% Reduce -94.6% 149,996 $6.6M
Stratos Investment Management, LLC 0.40% Reduce -5.0% 149,990 $6.6M
Harbor Capital Advisors, Inc. 0.29% Add +2.5% 149,812 $6.6M
Engineers Gate Manager LP 0.11% Reduce -42.7% 149,661 $6.6M
Fulton Bank, N.A. 0.25% Reduce -3.4% 148,975 $6.5M
Ascent Group, LLC 0.49% Add +14.2% 148,969 $6.5M
Ethic Inc. 0.13% Add +121.1% 148,881 $6.5M
Ballentine Partners, LLC 0.11% Add +2.4% 146,331 $6.4M
Kintegral Advisory, LLC 0.60% Reduce -4.5% 145,701 $6.4M
First Hawaiian Bank 0.21% Reduce -16.9% 144,914 $6.4M
Lynch & Associates 1.38% Reduce -1.7% 144,438 $6.3M
Wolverine Trading, LLC 0.14% Add +1108.5% 143,862 $6.3M
Forvis Mazars Wealth Advisors, LLC 0.15% Reduce -1.1% 143,516 $6.3M
QV Investors Inc. 0.65% Reduce -25.9% 143,240 $6.3M
Y-Intercept (Hong Kong) Ltd 0.42% Add +93.2% 143,203 $6.3M
Means Investment Co., Inc. 0.65% Reduce -0.6% 143,123 $6.3M
Baugh & Associates, LLC 3.26% Reduce -0.0% 150,249 $6.3M
Shikiar Asset Management Inc. 1.84% Reduce -4.6% 142,905 $6.3M
Portfolio Design Labs, LLC 1.28% Add +19.6% 142,354 $6.3M
SevenBridge Financial Group, LLC 1.18% Reduce -3.9% 133,696 $6.3M
Gotham Asset Management 0.06% Reduce -1.6% 142,174 $6.2M
First Washington CORP 2.20% No change 141,764 $6.2M
Aldebaran Capital, LLC 5.90% Reduce -2.7% 140,978 $6.2M
Van Lanschot Kempen Investment Management N.V. 0.06% Add +15716.2% 139,815 $6.1M
Asio Capital, LLC 1.16% Reduce -10.8% 139,728 $6.1M
Harvest Portfolios Group Inc. 0.20% Reduce -7.0% 139,336 $6.1M
Richard Bernstein Advisors LLC 0.14% Reduce -17.8% 139,261 $6.1M
Rwa Wealth Partners, LLC 0.08% Add +10.5% 139,011 $6.1M
Courier Capital LLC 0.42% Reduce -0.0% 138,362 $6.1M
TD Private Client Wealth LLC 0.17% Reduce -3.1% 138,143 $6.1M
Focused Wealth Management, Inc 0.82% Add +0.3% 137,948 $6.1M
Graham Capital Management, L.P. 0.30% Reduce -68.8% 137,585 $6.0M
World Investment Advisors 0.17% Add +17.4% 137,308 $6.0M
Itau Unibanco Holding S.A. 0.19% New 137,197 $6.0M
McGinn Penninger Investment Management, Inc. 4.02% Reduce -0.6% 137,065 $6.0M
Whalerock Point Partners, LLC 1.44% Reduce -1.8% 136,713 $6.0M
Community Bank of Raymore 4.70% Add +4.6% 136,160 $6.0M
Merit Financial Group, LLC 0.11% Add +34.7% 135,385 $6.0M
Raiffeisen Bank International AG 0.09% — 135,032 $5.9M
Kempner Capital Management Inc. 3.24% Reduce -15.0% 134,331 $5.9M
Inlet Private Wealth, LLC 1.56% Reduce -6.9% 134,113 $5.9M
Kentucky Retirement Systems Insurance Trust Fund 1.02% Add +89.0% 377,719 $5.9M
Wilmington Savings Fund Society, FSB 0.10% Add +0.4% 132,563 $5.8M
Wealthspire Advisors, LLC 0.06% Reduce -20.6% 132,249 $5.8M
Montgomery Investment Management Inc. 2.28% Reduce -0.5% 131,716 $5.8M
L2 Asset Management, LLC 1.26% Reduce -1.2% 131,606 $5.8M
GHP Investment Advisors, Inc. 0.27% Add +0.7% 131,299 $5.8M
Bleakley Financial Group, LLC 0.17% Reduce -6.1% 131,145 $5.8M
Essex Financial Services, Inc. 0.41% Add +7.1% 131,093 $5.8M
Ameritas Investment Partners, Inc. 0.19% Reduce -2.9% 130,746 $5.7M
Rothschild Investment LLC 0.38% Add +0.2% 130,738 $5.7M
Asset Planning Services Inc. /La/ 2.77% Reduce -0.1% 129,325 $5.7M
Mandatum Life Insurance Co Ltd 1.68% Add +0.6% 128,910 $5.7M
Clearstead Advisors, LLC 0.09% Add +3.3% 128,113 $5.6M
Bretton Capital Management, LLC 5.33% No change 126,000 $5.5M
Greenwood Capital Associates LLC 0.72% Add +2.1% 125,848 $5.5M
Horizon Investments, LLC 0.16% Add +2.4% 125,564 $5.5M
Community Financial Services Group, LLC 1.09% Add +6.0% 124,589 $5.5M
Signet Financial Management, LLC 0.70% Reduce -0.5% 124,253 $5.5M
CWA Asset Management Group, LLC 0.27% Add +8.6% 123,304 $5.4M
IFP Advisors, Inc 0.18% Add +129.3% 123,283 $5.4M
Capital Insight Partners, LLC 0.93% Add +0.1% 123,047 $5.4M
Cary Street Partners Financial LLC 0.18% — 122,937 $5.4M
IHT Wealth Management, LLC 0.17% Reduce -9.1% 122,630 $5.4M
Focus Partners Advisor Solutions, LLC 0.09% Add +31.7% 122,234 $5.4M
Moors & Cabot, Inc. 0.26% Reduce -0.9% 122,094 $5.4M
Arrow Financial Corp 0.51% Add +1.1% 122,054 $5.4M
Global Retirement Partners, LLC 0.15% Add +30.8% 121,747 $5.4M
SVB Wealth LLC 0.10% New 121,650 $5.3M
Manatuck Hill Partners, LLC 2.18% Reduce -10.7% 121,198 $5.3M
Bedell Frazier Investment Counselling, LLC 1.32% Add +0.7% 121,178 $5.3M
Paradigm Asset Management Co. LLC 1.45% Add +17.1% 120,425 $5.3M
Legacy Private Trust Co. 0.35% Reduce -3.0% 120,347 $5.3M
Hudson Capital Management LLC 1.70% Reduce -6.3% 120,340 $5.3M
Snowden Capital Advisors LLC 0.17% Reduce -0.5% 120,250 $5.3M
Canandaigua National Bank & Trust Co. 0.52% Add +7.7% 119,889 $5.3M
DCF Advisers, LLC 2.66% No change 119,500 $5.3M
Smith Salley Wealth Management 0.34% Reduce -0.9% 119,060 $5.2M
Altrius Capital Management Inc 1.40% Reduce -2.5% 118,791 $5.2M
Consolidated Capital Management, LLC 2.27% Reduce -0.9% 118,537 $5.2M
Bar Harbor Wealth Management 0.34% Add +3.8% 118,309 $5.2M
SBI Securities Co., Ltd. 0.16% — 117,855 $5.2M
California First Leasing Corp. 2.13% No change 117,500 $5.2M
Mission Wealth Management, LP 0.12% Add +2.9% 117,345 $5.2M
Boit C F David 2.59% No change 117,198 $5.2M
Meeder Advisory Services, Inc. 0.32% Add +0.8% 117,075 $5.1M
Avantax Planning Partners, Inc. 0.18% Add +0.0% 116,363 $5.1M
Americana Partners, LLC 0.21% Reduce -4.2% 116,104 $5.1M
Patrick M Sweeney & Associates, Inc. 3.80% Reduce -9.1% 115,300 $5.1M
Penobscot Investment Management Company, Inc. 0.46% Reduce -0.6% 114,762 $5.0M
Principle Wealth Partners LLC 0.35% Reduce -0.3% 114,714 $5.0M
Rockland Trust Co. 0.26% Reduce -4.2% 114,624 $5.0M
Twin Capital Management Inc. 0.55% Add +1.1% 114,206 $5.0M
Kingsview Wealth Management, LLC 0.10% Add +1.5% 113,980 $5.0M
Equitable Holdings, Inc. 0.05% Reduce -3.6% 112,672 $5.0M
Pitcairn Co. 0.29% Reduce -0.1% 112,637 $5.0M
Chesley Taft & Associates LLC 0.23% Reduce -0.5% 112,627 $4.9M
Shilanski & Associates, Inc. 1.58% Reduce -0.7% 112,227 $4.9M
Carret Asset Management, LLC 0.54% Reduce -3.9% 112,123 $4.9M
Knightsbridge Asset Management, LLC 1.15% Reduce -2.6% 111,458 $4.9M
Woodmont Investment Counsel LLC 0.36% Add +1.6% 111,323 $4.9M
Waldron Private Wealth LLC 0.20% Add +96.5% 111,122 $4.9M
Coldstream Capital Management Inc. 0.10% Reduce -2.1% 110,904 $4.9M
Mufg Securities Americas Inc. 0.64% — 110,591 $4.9M
Principal Securities, Inc. 0.11% Add +14.1% 110,544 $4.9M
J.W. Cole Advisors, Inc. 0.20% Add +2.6% 110,437 $4.9M
Mgo One Seven LLC 0.19% Add +3.9% 110,319 $4.8M
Parallel Advisors, LLC 0.11% Add +1.7% 110,266 $4.8M
Advisors Asset Management, Inc. 0.09% Reduce -16.2% 110,037 $4.8M
Arkadios Wealth Advisors 0.26% Reduce -2.7% 109,384 $4.8M
Vestor Capital, LLC 0.37% Reduce -1.1% 109,230 $4.8M
CreativeOne Wealth, LLC 0.15% Add +5.3% 109,163 $4.8M
Capital Analysts, LLC 0.19% Add +2.7% 109,080 $4.8M
Brighton Jones LLC 0.14% Add +30.0% 108,872 $4.8M
DMKC Advisory Services, LLC 4.33% — 108,660 $4.8M
WCG Wealth Advisors LLC 0.32% Add +4.4% 108,488 $4.8M
Alerus Financial NA 0.36% Add +823.0% 108,305 $4.8M
First Manhattan Co. Llc. 0.01% Add +1.0% 108,214 $4.8M
NewEdge Wealth, LLC 0.08% Add +12.1% 108,212 $4.8M
F/m Investments LLC 0.18% Add +45.4% 108,153 $4.8M
Ables, Iannone, Moore & Associates, Inc. 2.92% Reduce -1.1% 107,790 $4.7M
Letson Investment Management, Inc. 1.91% Reduce -3.6% 107,518 $4.7M
Atom Investors LP 0.59% Reduce -27.4% 107,369 $4.7M
Whittier Trust Co. of Nevada Inc. 0.12% Reduce -1.2% 107,285 $4.7M
CW Advisors, LLC 0.06% Reduce -19.0% 106,691 $4.7M
Neumann Capital Management, LLC 1.56% No change 106,653 $4.7M
Scott & Selber, Inc. 1.41% Reduce -1.7% 106,606 $4.7M
Sykon Capital LLC 1.61% No change 106,577 $4.7M
Glass Wealth Management Co LLC 2.55% Add +0.3% 106,542 $4.7M
Investment House LLC 0.25% Reduce -51.9% 105,914 $4.7M
Hardin Capital Partners, LLC 2.79% Reduce -10.4% 105,357 $4.6M
Benjamin Edwards Inc. 0.07% Reduce -2.6% 105,329 $4.6M
Fiduciary Group, LLC 0.46% Reduce -1.5% 105,244 $4.6M
Dynamic Advisor Solutions LLC 0.20% Reduce -8.0% 105,176 $4.6M
Game Creek Capital, LP 2.52% Reduce -1.2% 104,750 $4.6M
Victrix Investment Advisors 3.32% — 104,729 $4.6M
Sigma Planning Corp 0.14% Reduce -1.9% 104,711 $4.6M
Stieven Capital Advisors, L.P. 0.81% Reduce -2.5% 103,237 $4.5M
GAMMA Investing LLC 0.39% Add +9.3% 103,092 $4.5M
Ironsides Asset Advisors, LLC 1.29% No change 102,305 $4.5M
Harbor Investment Advisory, LLC 0.42% Reduce -0.9% 102,155 $4.5M
CHICAGO TRUST Co NA 0.83% Reduce -1.3% 101,960 $4.5M
Capital Investment Advisory Services, LLC 0.43% Add +2.3% 101,941 $4.5M
Harvey Capital Management Inc. 1.05% Reduce -0.1% 101,800 $4.5M
True North Advisors, LLC 1.05% Add +405.3% 101,735 $4.5M
Silvant Capital Management LLC 0.19% No change 101,660 $4.5M
Icon Advisers Inc. 1.02% No change 101,590 $4.5M
Profund Advisors LLC 0.16% Reduce -13.0% 101,295 $4.5M
Griffith & Werner, Inc. 2.93% — 101,059 $4.4M
FineMark National Bank & Trust 0.15% Add +6.7% 100,919 $4.4M
Weinberger Asset Management, Inc 1.85% Reduce -0.5% 100,519 $4.4M
Mengis Capital Management, Inc. 0.90% Reduce -1.0% 100,222 $4.4M
Generali Investments, Management Co LLC 1.13% — 99,871 $4.4M
Whittier Trust Co. 0.06% Add +3.9% 99,786 $4.4M
Abbot Financial Management, Inc. 2.18% Reduce -1.3% 99,488 $4.4M
Glassy Mountain Advisors, Inc. 1.50% Add +1.9% 99,399 $4.4M
Cantor Fitzgerald Investment Advisors L.P. 0.30% Reduce -1.5% 99,322 $4.4M
Gleason Group, Inc. 0.76% Add +0.5% 98,957 $4.3M
Oliver Luxxe Assets LLC 0.79% No change 109,456 $4.3M
Cloverfields Capital Group, LP 1.39% New 98,693 $4.3M
Lazari Capital Management, Inc. 1.73% Reduce -0.6% 98,637 $4.3M
Wernau Asset Management Inc. 4.19% — 98,517 $4.3M
Pacifica Partners Inc. 1.87% Reduce -1.0% 97,728 $4.3M
Plancorp, LLC 0.18% Add +0.1% 97,880 $4.3M
Gables Capital Management Inc. 2.07% Reduce -0.5% 97,777 $4.3M
Sompo Asset Management Co., Ltd. 0.72% Reduce -15.8% 97,580 $4.3M
Summit Global Investments 0.27% Add +90.3% 97,556 $4.3M
St. Johns Investment Management Company, LLC 1.99% Add +1.5% 97,497 $4.3M
SOL Capital Management CO 0.48% Reduce -18.6% 97,402 $4.3M
Mutual Advisors, LLC 0.12% Add +0.9% 91,764 $4.3M
Hamilton Capital Partners Inc. 0.32% Add +24.8% 97,319 $4.3M
Chemung Canal Trust Co. 0.89% Reduce -8.0% 96,989 $4.3M
Stamos Capital Partners, L.P. 1.00% Reduce -31.3% 96,960 $4.3M
Orange Investment Advisors, Inc. 0.48% Reduce -1.1% 96,628 $4.2M
1ST Source Bank 0.24% Add +0.8% 96,437 $4.2M
Belmont Capital, LLC 0.69% Reduce -0.4% 96,034 $4.2M
Princeton Global Asset Management LLC 0.78% Reduce -0.6% 95,467 $4.2M
Qtron Investments LLC 0.59% Reduce -3.1% 95,312 $4.2M
Convergence Investment Partners, LLC 0.93% Add +9.0% 95,148 $4.2M
Meitav Investment House Ltd. 0.07% Add +8.9% 95,043 $4.2M
Chemistry Wealth Management LLC 0.98% Reduce -7.6% 95,019 $4.2M
AssuredPartners Investment Advisors, LLC 0.81% — 94,871 $4.2M
apricus wealth, LLC 2.70% Reduce -5.0% 94,610 $4.2M
Generali Investments CEE, investicni spolecnost, a.s. 0.43% — 94,500 $4.2M
Marco Investment Management LLC 0.36% No change 93,669 $4.1M
Trust Co. of Vermont 0.20% Reduce -14.2% 93,652 $4.1M
TCW Group Inc. 0.03% Add +1.4% 93,594 $4.1M
KG Capital Management 1.32% Reduce -10.0% 93,479 $4.1M
Citizens Business Bank 0.98% Add +18.0% 93,345 $4.1M
Check Capital Management Inc. 0.27% Reduce -6.0% 93,089 $4.1M
Long Focus Capital Management, LLC 0.31% No change 93,000 $4.1M
Argyle Capital Management, LLC 1.61% Add +2.4% 92,892 $4.1M
S&co Inc. 0.28% Reduce -0.9% 92,832 $4.1M
Brick & Kyle, Associates 1.73% Reduce -0.8% 92,239 $4.1M
Moody National Bank Trust Division 0.42% Reduce -4.2% 91,954 $4.0M
Verdence Capital Advisors LLC 0.32% Add +0.6% 91,890 $4.0M
NorthRock Partners, LLC 0.13% Reduce -8.0% 91,580 $4.0M
Capital Asset Advisory Services LLC 0.20% Add +3.8% 89,705 $4.0M
Embree Financial Group 0.69% Reduce -1.0% 91,279 $4.0M
Gold Investment Management Ltd. 1.69% Add +0.3% 90,920 $4.0M
Bank of New Hampshire 1.03% Reduce -0.2% 90,691 $4.0M
Heritage Trust Co 0.47% — 90,597 $4.0M
Lyell Wealth Management, LP 0.36% Reduce -0.2% 90,461 $4.0M
Iowa State Bank 0.82% Reduce -0.2% 90,016 $4.0M
EULAV Asset Management 0.10% No change 90,000 $4.0M
Laurion Capital Management LP 0.25% Reduce -49.1% 89,776 $3.9M
Patten & Patten Inc. 0.26% Reduce -6.1% 89,464 $3.9M
Independent Financial Group, LLC 0.13% Reduce -5.5% 89,419 $3.9M
Hancock Whitney Corp. 0.12% Add +0.3% 89,203 $3.9M
Front Street Capital Management, Inc. 0.68% Reduce -7.2% 88,753 $3.9M
International Assets Investment Management, LLC 0.33% Reduce -85.1% 88,174 $3.9M
Kornitzer Capital Management Inc. 0.08% Reduce -0.7% 88,673 $3.9M
Western Wealth Management, LLC 0.21% Add +8.1% 88,557 $3.9M
Cadence Bank 0.26% Reduce -1.8% 88,373 $3.9M
Banco de Sabadell, S.A 3.04% Add +0.8% 88,141 $3.9M
Trivant Custom Portfolio Group, LLC 2.25% Reduce -1.3% 87,885 $3.9M
Dorsey & Whitney Trust CO LLC 0.21% Add +2.3% 87,646 $3.9M
Insigneo Advisory Services, LLC 0.40% Reduce -22.3% 87,552 $3.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.10% Add +16.1% 87,530 $3.8M
Hollencrest Capital Management 0.16% Reduce -1.1% 87,516 $3.8M
Plimoth Trust Co. LLC 0.99% Add +0.3% 87,515 $3.8M
American Assets Inc. 1.19% No change 87,500 $3.8M
Capital Investment Counsel, Inc 0.58% Reduce -7.3% 87,477 $3.8M
Evercore Wealth Management, LLC 0.06% Reduce -1.2% 86,838 $3.8M
Raab & Moskowitz Asset Management LLC 0.94% Add +11.1% 86,700 $3.8M
Lombard Odier Asset Management (Switzerland) SA 0.28% Reduce -47.9% 86,659 $3.8M
NJ State Employees Deferred Compensation Plan 0.46% No change 86,582 $3.8M
Wright Investors Service Inc. 1.23% Add +0.7% 86,417 $3.8M
Cidel Asset Management Inc. 0.26% Reduce -4.8% 86,134 $3.8M
Norden Group LLC 0.43% Reduce -4.1% 85,967 $3.8M
Modera Wealth Management, LLC 0.05% Add +4.4% 85,891 $3.8M
Hodges Capital Management Inc. 0.23% Reduce -15.1% 85,872 $3.8M
Avior Wealth Management, LLC 0.14% Reduce -34.6% 85,849 $3.8M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +11.2% 85,782 $3.8M
RNC Capital Management LLC 0.20% Reduce -7.3% 85,669 $3.8M
Delta Capital Management LLC 2.18% Add +0.5% 85,650 $3.8M
Graypoint LLC 0.23% Reduce -0.8% 85,302 $3.7M
Quadrant Capital Group LLC 0.26% Add +0.7% 85,298 $3.7M
David J Yvars Group 2.28% Add +0.2% 84,981 $3.7M
Beaumont Financial Advisors, LLC 0.28% Reduce -0.1% 84,905 $3.7M
Kingswood Wealth Advisors, LLC 0.28% Reduce -22.9% 84,771 $3.7M
Mount Vernon Associates Inc. 2.89% Add +0.1% 84,319 $3.7M
Meridian Investment Counsel Inc. 1.10% Reduce -7.9% 83,899 $3.7M
Beacon Investment Advisors LLC 1.73% Add +0.1% 83,810 $3.7M
Sargent Investment Group, LLC 0.60% Add +37.0% 81,628 $3.7M
Joel Isaacson & Co., LLC 0.17% Reduce -11.6% 83,663 $3.7M
GTS Securities LLC 0.18% Reduce -71.1% 83,606 $3.7M
Klingenstein Fields & Co. LP 0.15% Reduce -0.1% 83,360 $3.7M
ProVise Management Group, LLC 0.31% Reduce -6.8% 83,281 $3.7M
Diversify Advisory Services, LLC 0.20% Reduce -18.0% 80,980 $3.7M
Commerzbank Aktiengesellschaft 0.09% Add +19.6% 82,847 $3.6M
Beaton Management Co. Inc. 1.83% Reduce -0.3% 82,526 $3.6M
Ami Investment Management Inc. 1.18% Reduce -5.3% 82,481 $3.6M
Culbertson A N & Co. Inc. 0.57% Reduce -0.6% 82,177 $3.6M
Capital Group Investment Management Pte. LTD. 0.69% No change 82,131 $3.6M
Roundview Capital LLC 0.25% Add +1.6% 82,110 $3.6M
Wealth Alliance Advisory Group, LLC 0.76% Reduce -0.0% 81,983 $3.6M
Williams Jones Wealth Management, LLC. 0.04% Reduce -11.6% 81,831 $3.6M
Alteri Wealth LLC 0.99% — 81,507 $3.6M
Gladstone Institutional Advisory LLC 0.17% Reduce -0.5% 81,384 $3.6M
Anchor Investment Management, LLC 0.33% Reduce -5.8% 81,324 $3.6M
Fayez Sarofim & Co 0.01% Reduce -7.7% 81,197 $3.6M
Grove Bank & Trust 0.49% Add +0.4% 81,055 $3.6M
Park National Corp. 0.13% Reduce -10.8% 80,197 $3.5M
Summit Financial, LLC 0.12% Add +86.9% 80,126 $3.5M
Cordatus Wealth Management LLC 0.93% New 79,957 $3.5M
Trust Asset Management LLC 0.27% No change 79,939 $3.5M
Institute for Wealth Management, LLC. 0.44% Reduce -0.8% 79,689 $3.5M
Diversify Wealth Management, LLC 0.27% Add +41.0% 77,379 $3.5M
Peddock Capital Advisors, LLC 0.84% Add +0.1% 79,268 $3.5M
Legacy Wealth Management, LLC / MS 1.38% Reduce -3.8% 79,245 $3.5M
CTC LLC 0.35% New 79,045 $3.5M
Quantitative Investment Management, LLC 0.26% New 78,916 $3.5M
Regal Investment Advisors LLC 0.26% Add +78.7% 78,767 $3.5M
E Fund Management Co., Ltd. 0.17% Add +62.2% 78,715 $3.5M
Davis Investment Partners, LLC 1.45% Add +0.0% 76,261 $3.4M
Parcion Private Wealth LLC 0.26% Reduce -0.5% 78,180 $3.4M
Naviter Wealth, LLC 0.41% Add +14.9% 77,874 $3.4M
Columbia Bank 1.17% Add +2.7% 73,982 $3.4M
Ostrum Asset Management 0.29% Add +142.5% 77,001 $3.4M
Private Trust Co. NA 0.35% Reduce -6.0% 76,975 $3.4M
Harbour Capital Advisors, LLC 0.75% Add +1.0% 75,417 $3.4M
Processus Wealth & Capital Management, LLC 2.69% Add +0.3% 76,695 $3.4M
WINTON GROUP Ltd 0.22% Reduce -43.7% 76,588 $3.4M
111 Capital 0.71% — 76,412 $3.4M
Lakewood Asset Management LLC 2.31% Add +0.4% 76,287 $3.4M
Ironvine Capital Partners, LLC 0.36% No change 76,179 $3.3M
Shorepoint Capital Partners LLC 0.76% Add +1.3% 75,739 $3.3M
PCJ Investment Counsel Ltd. 1.11% New 75,000 $3.3M
Carlson Capital, L.P. 1.94% New 74,900 $3.3M
Sheaff Brock Investment Advisors, LLC 0.29% Reduce -4.5% 74,778 $3.3M
Prosperity Consulting Group, LLC 0.25% Add +3.3% 74,606 $3.3M
Main Street Financial Solutions, LLC 0.32% Add +150.1% 74,359 $3.3M
Guardian Investment Management 2.33% Reduce -2.1% 74,268 $3.3M
Beacon Bank & Trust 0.76% Add +1.5% 74,167 $3.3M
Checchi Capital Advisers, LLC 0.24% Add +0.5% 74,077 $3.3M
Arete Wealth Advisors, LLC 0.23% Add +45.8% 74,033 $3.3M
Supplemental Annuity Collective Trust of NJ 0.96% No change 74,000 $3.3M
Cohen Investment Advisors LLC 1.96% Reduce -10.2% 73,843 $3.2M
Point72 Hong Kong Ltd 0.20% Reduce -20.6% 73,735 $3.2M
Charter Research & Investment Group, Inc. 2.46% Reduce -0.3% 73,584 $3.2M
Advisors Capital Management, LLC 0.05% Reduce -4.0% 73,496 $3.2M
HBK Sorce Advisory LLC 0.10% Add +3.5% 72,870 $3.2M
Triangle Securities Wealth Management 0.82% Reduce -4.2% 72,543 $3.2M
Brookmont Capital Management 1.70% Reduce -3.5% 72,531 $3.2M
Tower Bridge Advisors 0.34% Add +0.1% 72,440 $3.2M
Holderness Investments Co. 0.70% Reduce -0.2% 72,435 $3.2M
Massachusetts Wealth Management 1.96% Add +3.5% 72,062 $3.2M
Nwam LLC 0.20% Reduce -0.8% 71,871 $3.2M
Tritonpoint Wealth, LLC 0.29% Reduce -1.1% 71,763 $3.2M
Campbell & CO Investment Adviser LLC 0.24% New 71,336 $3.1M
Sound View Wealth Advisors Group, LLC 0.25% Add +1.4% 71,130 $3.1M
GeoWealth Management, LLC 0.10% Add +10.9% 71,113 $3.1M
Jaffetilchin Investment Partners, LLC 0.23% Add +1.3% 71,110 $3.1M
Farther Finance Advisors, LLC 0.11% Reduce -64.8% 71,011 $3.1M
Van Den Berg Management I, Inc. 0.90% Reduce -3.6% 70,954 $3.1M
Stonebridge Capital Advisors LLC 0.25% Reduce -0.9% 70,759 $3.1M
Spire Wealth Management 0.10% Add +2.3% 70,448 $3.1M
Vise Technologies, Inc. 0.26% Add +34.0% 70,317 $3.1M
Independent Solutions Wealth Management, LLC 0.68% Add +3.1% 70,252 $3.1M
Sagespring Wealth Partners, LLC 0.08% — 70,248 $3.1M
Country Club Bank 0.21% Add +3.6% 70,102 $3.1M
SageView Advisory Group, LLC 0.13% Add +48.9% 69,983 $3.1M
SS&H Financial Advisors, Inc. 1.11% Reduce -0.4% 69,558 $3.1M
Integrated Investment Consultants, LLC 0.63% Add +96.2% 69,462 $3.1M
Lombard Odier Asset Management (Europe) Ltd 0.21% No change 69,281 $3.0M
Cigna Investments Inc. 0.53% Reduce -2.0% 69,001 $3.0M
Harel Insurance Investments & Financial Services Ltd. 0.05% Add +11.5% 68,955 $3.0M
Old National Bancorp 0.07% Add +3.5% 68,721 $3.0M
Boston Financial Mangement LLC 0.09% Add +3.9% 68,548 $3.0M
Alkeme Wealth, LLC 1.38% Reduce -6.7% 68,410 $3.0M
Slagle Financial, LLC 1.35% Add +1.1% 68,173 $3.0M
Burton Enright Welch 0.63% Reduce -3.5% 68,170 $3.0M
Ascentis Independent Advisors 0.57% Add +0.5% 68,002 $3.0M
Wedmont Private Capital 0.16% Add +13.2% 66,232 $3.0M
ZWJ Investment Counsel Inc. 0.12% Add +0.9% 67,959 $3.0M
Caxton Associates LP 0.09% New 67,887 $3.0M
NBT Bank, N.A. 0.21% Reduce -6.2% 67,859 $3.0M
Pinnacle Wealth Management Advisory Group, LLC 0.28% Reduce -3.7% 67,755 $3.0M
Lodestone Wealth Management LLC 1.49% Reduce -4.9% 67,672 $3.0M
Systematic Alpha Investments, LLC 0.11% No change 67,508 $3.0M
Cetera Trust Company, N.A 1.91% Reduce -0.5% 66,868 $2.9M
AlphaCore Capital LLC 0.64% Reduce -1.3% 66,773 $2.9M
Diligent Investors, LLC 0.67% Reduce -0.7% 66,737 $2.9M
Abc Arbitrage SA 0.42% — 66,590 $2.9M
Bank Ozk 1.21% Reduce -3.0% 66,357 $2.9M
Smartleaf Asset Management LLC 0.30% Add +32.0% 66,205 $2.9M
Caldwell Trust Co 0.30% Reduce -3.3% 66,022 $2.9M
Van Eck Associates Corp. 0.00% Add +243.2% 65,991 $2.9M
Fieldview Capital Management, LLC 0.45% — 65,836 $2.9M
Gilliland Jeter Wealth Management LLC 0.97% Reduce -0.1% 65,681 $2.9M
Avity Investment Management Inc. 0.23% Reduce -15.5% 65,525 $2.9M
Morangie Management LLC 2.34% — 65,487 $2.9M
Skylands Capital, LLC 0.40% Reduce -14.5% 65,425 $2.9M
Union Bancaire Privee, UBP SA 0.05% — 66,334 $2.9M
MainStreet Investment Advisors LLC 0.40% Reduce -2.9% 65,149 $2.9M
Frank, Rimerman Advisors LLC 0.21% Add +3.9% 65,143 $2.9M
Concourse Financial Group Securities, Inc. 0.16% Add +16.3% 62,376 $2.9M
Stock Yards Bank & Trust Co. 0.10% Reduce -5.9% 64,315 $2.8M
Cornerstone Select Advisors, LLC 2.72% — 64,159 $2.8M
one8zero8, LLC 0.61% — 63,940 $2.8M
Affinity Investment Advisors, LLC 2.34% Reduce -22.1% 63,919 $2.8M
IMC-Chicago, LLC 0.08% Add +85.4% 63,849 $2.8M
Matrix Asset Advisors Inc. 0.31% Add +912.5% 63,801 $2.8M
Choate Investment Advisors 0.07% Add +13.9% 63,756 $2.8M
Clarius Group, LLC 0.19% Add +2.7% 63,578 $2.8M
Thomasville National Bank 0.20% Add +7.6% 63,563 $2.8M
Cullinan Associates Inc. 0.18% Reduce -5.8% 63,425 $2.8M
Cornerstone Wealth Management, LLC 0.19% Add +0.6% 62,921 $2.8M
Birmingham Capital Management Co. Inc. 1.02% Reduce -24.9% 62,850 $2.8M
Compton Wealth Advisory Group, LLC 0.71% Reduce -3.2% 62,403 $2.7M
Modern Wealth Management, LLC 0.10% Add +63.7% 62,342 $2.7M
Morningstar Investment Services LLC 0.25% Reduce -89.9% 62,305 $2.7M
Family Legacy, Inc. 0.93% Add +0.7% 59,238 $2.7M
Jump Financial, LLC 0.06% Reduce -90.3% 61,788 $2.7M
Wealthcare Advisory Partners LLC 0.08% Reduce -0.5% 61,532 $2.7M
Transcend Capital Advisors, LLC 0.19% Reduce -10.2% 61,440 $2.7M
Blue Trust, Inc. 0.03% Reduce -53.5% 61,326 $2.7M
Lake Street Advisors Group, LLC 0.12% Add +2.8% 61,324 $2.7M
First City Capital Management, Inc. 1.43% Reduce -0.6% 61,193 $2.7M
Baker Avenue Asset Management, LP 0.08% Add +0.2% 61,102 $2.7M
First Business Financial Services, Inc. 0.26% Add +2.9% 60,947 $2.7M
Aull & Monroe Investment Management Corp 1.37% Reduce -5.9% 60,915 $2.7M
G&S Capital LLC 1.10% Add +70.4% 60,581 $2.7M
Carson Advisory Inc. 1.85% Reduce -2.0% 60,538 $2.7M
Schechter Investment Advisors, LLC 0.20% Reduce -2.3% 59,940 $2.6M
Latash Investments, LLC 2.05% No change 59,894 $2.6M
Channing Global Advisors, LLC 1.75% Add +43.1% 59,872 $2.6M
Koshinski Asset Management, Inc. 0.22% Reduce -2.1% 59,754 $2.6M
Syon Capital LLC 0.24% Add +0.7% 59,682 $2.6M
American State Bank (Iowa) 1.58% Reduce -0.5% 59,604 $2.6M
Focus Financial Network, Inc. 0.10% Add +4.3% 59,448 $2.6M
Granite Harbor Advisors, Inc. 1.44% Reduce -1.9% 59,341 $2.6M
Watts Gwilliam & Co., LLC 0.55% Reduce -9.7% 56,518 $2.6M
Neville Rodie & Shaw Inc. 0.19% Add +13.0% 59,233 $2.6M
Horizon Investment Services, LLC 1.11% Add +6.3% 59,165 $2.6M
World Equity Group, Inc. 0.56% Add +0.4% 59,151 $2.6M
Daymark Wealth Partners, LLC 0.11% Add +6.3% 59,024 $2.6M
Catalyst Funds Management Pty Ltd 0.64% New 59,000 $2.6M
Lindbrook Capital, LLC 0.23% Add +2.0% 58,835 $2.6M
Stratos Wealth Advisors, LLC 0.12% Reduce -10.8% 58,559 $2.6M
Bryn Mawr Trust Advisors, LLC 0.14% Add +2.1% 58,439 $2.6M
Empire Financial Management Company, LLC 0.80% Reduce -2.6% 58,416 $2.6M
Quantessence Capital LLC 1.05% — 58,408 $2.6M
Wolverine Asset Management LLC 0.19% New 58,390 $2.6M
Studio Investment Management LLC 0.54% Reduce -2.6% 58,252 $2.6M
Procyon Advisors, LLC 0.16% Reduce -40.5% 58,042 $2.6M
River Global Investors LLP 0.49% Reduce -47.4% 57,831 $2.5M
Alaska Permanent Fund Corp 0.04% No change 57,832 $2.5M
Financial Counselors Inc. 0.04% Reduce -31.3% 57,681 $2.5M
Hexagon Capital Partners LLC 0.46% Reduce -2.6% 57,523 $2.5M
Legacy Advisors, LLC 0.24% Add +8.0% 57,424 $2.5M
Poehling Capital Management, INC. 0.62% No change 57,255 $2.5M
W1M Asset Management Ltd 0.21% Reduce -0.5% 56,854 $2.5M
Cumberland Partners Ltd 0.17% Add +2.7% 56,485 $2.5M
Viawealth, LLC 1.49% Reduce -2.2% 56,320 $2.5M
Berkeley Capital Partners, LLC 0.69% Reduce -5.0% 56,252 $2.5M
Parkside Financial Bank & Trust 0.33% Add +32.9% 56,248 $2.5M
Mayflower Financial Advisors, LLC 0.37% Add +0.4% 56,219 $2.5M
SteelPeak Wealth, LLC 0.10% Reduce -9.1% 56,190 $2.5M
Centaurus Financial, Inc. 0.15% Reduce -10.1% 56,076 $2.5M
Smith Shellnut Wilson LLC 1.09% Reduce -0.1% 56,066 $2.5M
Fiduciary Alliance LLC 0.25% Add +127.2% 56,014 $2.5M
CMT Capital Markets Trading GmbH 1.46% Reduce -36.1% 55,851 $2.5M
Vision Capital Management, Inc. 0.36% Reduce -5.3% 55,817 $2.5M
Patriot Financial Group Insurance Agency, LLC 0.33% Add +1.5% 55,802 $2.5M
Quadcap Wealth Management, LLC 0.36% Reduce -3.9% 55,722 $2.4M
Piscataqua Savings Bank 2.09% Reduce -2.0% 55,354 $2.4M
Tyler-Stone Wealth Management 0.43% Reduce -2.2% 55,343 $2.4M
Aspen Grove Capital, LLC 0.52% Reduce -0.2% 55,271 $2.4M
Lafayette Investments, Inc. 0.52% Reduce -1.4% 55,256 $2.4M
Torno Capital, LLC 0.48% New 55,000 $2.4M
Washington Trust Bank 0.23% Add +1.3% 54,857 $2.4M
Clarkston Capital Partners, LLC 0.05% No change 54,700 $2.4M
Mattson Financial Services, LLC 0.76% Reduce -16.4% 60,541 $2.4M
Newman Dignan & Sheerar, Inc. 0.61% Reduce -1.8% 54,327 $2.4M
Wrapmanager Inc. 0.61% Reduce -4.8% 54,235 $2.4M
FAS Wealth Partners, Inc. 0.20% Reduce -24.4% 54,165 $2.4M
AlTi Global, Inc. 0.06% Add +7.8% 51,454 $2.4M
Formidable Asset Management, LLC 0.39% Reduce -10.8% 53,959 $2.4M
Exchange Capital Management, Inc. 0.38% Reduce -2.4% 53,925 $2.4M
Kennedy Investment Group, Inc. 1.07% Reduce -1.9% 53,905 $2.4M
Hixon Zuercher, LLC 0.91% Add +6.6% 53,716 $2.4M
Wittenberg Investment Management, Inc. 0.93% Reduce -27.1% 53,664 $2.4M
Jeppson Wealth Management, LLC 0.85% Reduce -0.5% 53,626 $2.4M
Larson Financial Group LLC 0.12% Add +414.6% 53,424 $2.3M
Dohj, LLC 0.54% Add +2.6% 53,316 $2.3M
Beacon Financial Group 0.25% Reduce -1.8% 53,286 $2.3M
Octavia Wealth Advisors, LLC 0.28% Reduce -0.6% 53,281 $2.3M
Mitchell McLeod Pugh & Williams Inc. 0.49% Reduce -2.8% 53,175 $2.3M
HCR Wealth Advisors 0.29% Reduce -5.7% 53,002 $2.3M
Gries Financial LLC 0.41% Add +1.4% 52,964 $2.3M
EagleClaw Capital Managment, LLC 0.37% Add +1.3% 52,802 $2.3M
LJI Wealth Management, LLC 0.46% Reduce -4.4% 52,800 $2.3M
Carnegie Lake Advisors LLC 0.94% Reduce -0.9% 52,782 $2.3M
Cobblestone Capital Advisors LLC 0.13% Reduce -14.3% 52,770 $2.3M
TKG Advisors, LLC 1.07% Add +73.7% 49,709 $2.3M
NTV Asset Management LLC 0.30% Reduce -1.0% 52,605 $2.3M
Bartlett & Co. Wealth Management LLC 0.03% Reduce -14.9% 52,589 $2.3M
Abacus Planning Group, Inc. 0.41% Reduce -2.0% 52,570 $2.3M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +9.9% 47,435 $2.3M
Ameritas Advisory Services, LLC 0.08% Reduce -3.3% 52,204 $2.3M
West Branch Capital LLC 0.73% Add +17.6% 52,185 $2.3M
Ullmann Wealth Partners Group, LLC 0.30% No change 52,143 $2.3M
LM Advisors LLC 0.41% Add +4.0% 51,922 $2.3M
Hilltop Holdings Inc. 0.14% Add +4.1% 51,855 $2.3M
Rosenblum Silverman Sutton S F Inc. 0.57% Reduce -1.4% 51,743 $2.3M
MTM Investment Management, LLC 0.87% No change 51,476 $2.3M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 1.31% Reduce -1.0% 51,279 $2.3M
Cumberland Advisors Inc. 0.90% No change 51,200 $2.3M
Intellectus Partners, LLC 0.50% Reduce -0.7% 51,027 $2.2M
Alpha DNA Investment Management LLC 1.22% Reduce -55.4% 50,999 $2.2M
Segall Bryant & Hamill, LLC 0.03% Reduce -0.1% 50,985 $2.2M
Shufro Rose & Co. LLC 0.17% Reduce -1.8% 50,904 $2.2M
Aire Advisors, LLC 0.46% Add +14.5% 50,825 $2.2M
Hudson Canyon Capital Management 1.45% No change 50,735 $2.2M
Foundations Investment Advisors, LLC 0.04% Add +3.3% 50,703 $2.2M
Ransom Advisory, Ltd 1.02% No change 50,649 $2.2M
Arax Advisory Partners 0.14% Add +227.9% 50,627 $2.2M
Aljian Capital Management, LLC 0.48% Reduce -1.1% 50,584 $2.2M
EverSource Wealth Advisors, LLC 0.12% Add +0.5% 50,538 $2.2M
SeaBridge Investment Advisors LLC 0.46% Add +2.8% 50,466 $2.2M
One Charles Private Wealth Services, LLC 0.75% Add +0.4% 50,442 $2.2M
Maven Securities LTD 0.36% New 50,220 $2.2M
First Horizon Advisors, Inc. 0.06% Reduce -0.5% 50,219 $2.2M
Texas Capital Bank Wealth Management Services Inc 0.23% Add +45.2% 50,184 $2.2M
CMG Global Holdings, LLC 1.22% Reduce -1.9% 48,116 $2.2M
Chou Associates Management Inc. 1.53% No change 50,000 $2.2M
Waycross Partners, LLC 0.28% No change 50,000 $2.2M
Savoie Capital LLC 0.26% No change 50,000 $2.2M
Clifford Swan Investment Counsel LLC 0.08% Reduce -2.2% 49,939 $2.2M
Cornerstone Planning, LLC 0.84% — 49,810 $2.2M
RDA Financial Network 0.64% Add +11.7% 49,706 $2.2M
McDonald Partners LLC 0.56% Reduce -4.1% 49,701 $2.2M
First Dallas Securities Inc. 0.89% Reduce -0.8% 49,694 $2.2M
Horizon Kinetics Asset Management LLC 0.03% No change 49,225 $2.2M
Argent Advisors, Inc. 0.80% Reduce -0.6% 48,905 $2.1M
Altman Advisors, Inc. 0.92% Add +0.1% 48,890 $2.1M
Norris Financial Group, LLC 1.01% Reduce -0.9% 48,821 $2.1M
Portside Wealth Group, LLC 0.35% Add +5.6% 48,399 $2.1M
Nvwm, LLC 0.54% Reduce -2.8% 48,248 $2.1M
Hartford Financial Management Inc. 0.43% Reduce -5.5% 47,991 $2.1M
AdvisorNet Financial, Inc 0.18% Reduce -15.8% 47,816 $2.1M
Buckley Wealth Management, LLC 0.64% Add +0.0% 47,716 $2.1M
Probity Advisors, Inc. 0.40% Add +0.4% 47,687 $2.1M
Wulff, Hansen & Co. 1.98% Reduce -1.6% 47,598 $2.1M
Claro Advisors Inc. 0.28% Reduce -21.1% 47,590 $2.1M
Marietta Investment Partners LLC 0.46% Add +21.2% 47,574 $2.1M
Ellsworth Advisors, LLC 0.55% Add +8.6% 47,546 $2.1M
Prestige Wealth Management Group LLC 0.43% Add +1.1% 47,530 $2.1M
Excalibur Management Corp. 0.83% Reduce -2.1% 47,527 $2.1M
Bragg Financial Advisors, Inc 0.08% Add +5.8% 47,488 $2.1M
Chicago Partners Investment Group LLC 0.07% Add +15.0% 45,160 $2.1M
Alpha Cubed Investments, LLC 0.10% Reduce -6.1% 47,419 $2.1M
Financial Partners Group, LLC 0.86% Reduce -4.6% 47,393 $2.1M
Coppell Advisory Solutions LLC 0.29% Reduce -1.7% 47,402 $2.1M
Aaron Wealth Advisors LLC 0.24% Add +6.2% 47,156 $2.1M
Adell Harriman & Carpenter Inc. 0.14% Add +4.8% 47,131 $2.1M
Howard Capital Management, LLC 0.03% Add +5.4% 47,054 $2.1M
Meiji Yasuda Life Insurance Co 0.04% Reduce -10.9% 46,987 $2.1M
Godshalk Welsh Capital Management, Inc. 1.33% Reduce -0.5% 46,895 $2.1M
Ceeto Capital Group, LLC 0.76% No change 46,870 $2.1M
Pinnacle Bancorp, Inc. 0.67% Reduce -15.2% 46,856 $2.1M
Register Financial Advisors LLC 1.03% Reduce -1.8% 46,853 $2.1M
Hourglass Capital, LLC 0.57% Add +0.5% 46,827 $2.1M
Legato Capital Management LLC 0.27% No change 46,721 $2.1M
Evelyn Partners Investment Management Services Ltd 0.36% — 46,685 $2.1M
Palogic Value Management, L.P. 0.83% Reduce -4.2% 46,534 $2.0M
J. Safra Sarasin Holding AG 0.03% No change 46,480 $2.0M
Burke & Herbert Bank & Trust Co. 0.48% Reduce -0.4% 46,294 $2.0M
Jupiter Wealth Management LLC 1.02% Add +5.7% 46,247 $2.0M
MCF Advisors LLC 0.14% Reduce -4.8% 46,242 $2.0M
Ally Financial Inc. 0.25% New 46,000 $2.0M
Shell Asset Management Co. 0.09% Reduce -7.9% 45,975 $2.0M
American Capital Advisory, LLC 1.11% Reduce -1.6% 45,699 $2.0M
Burney Co./ 0.07% Reduce -1.1% 45,599 $2.0M
Avestar Capital, LLC 0.18% Add +8.4% 45,550 $2.0M
Investors Asset Management of Georgia Inc. /Ga/ 0.97% Reduce -3.3% 45,364 $2.0M
Evoke Wealth, LLC 0.06% Add +30.9% 45,360 $2.0M
3Chopt Investment Partners, LLC 0.68% Add +12.3% 45,354 $2.0M
Sunesis Advisors, LLC 1.20% Add +3.2% 45,082 $2.0M
Herold Advisors, Inc. 0.43% Add +1.7% 44,810 $2.0M
Oarsman Capital, Inc. 0.34% Add +0.8% 44,781 $2.0M
Banque Transatlantique SA 0.05% — 45,000 $2.0M
Chapin Davis, Inc. 0.64% No change 49,534 $2.0M
MWA Asset Management 1.31% Add +1.4% 44,658 $2.0M
Premier Path Wealth Partners, LLC 0.30% Add +1.0% 44,631 $2.0M
CenterBook Partners LP 0.12% Reduce -4.3% 44,565 $2.0M
Csenge Advisory Group 0.11% Reduce -7.7% 44,523 $2.0M
Cooper Financial Group 0.24% Add +13.8% 44,441 $2.0M
Bridgewater Advisors Inc. 0.20% Reduce -0.0% 42,580 $1.9M
Retirement Planning Co of New England, Inc. 0.95% Reduce -1.4% 44,343 $1.9M
Arvest Investments, Inc. 0.31% Reduce -6.8% 44,333 $1.9M
Mendel Money Management 0.87% Reduce -4.2% 44,332 $1.9M
Rehmann Capital Advisory Group 0.12% Add +6.8% 44,135 $1.9M
Belpointe Asset Management LLC 0.12% Add +14.8% 47,324 $1.9M
Brady Family Wealth, LLC 0.59% No change 43,857 $1.9M
Lineweaver Wealth Advisors, LLC 0.36% Reduce -3.6% 43,815 $1.9M
Guardian Wealth Advisors, LLC / NC 0.15% Add +3.3% 43,809 $1.9M
IMS Capital Management 0.89% Reduce -1.4% 43,665 $1.9M
Fort Sheridan Advisors LLC 0.28% Add +6.8% 43,375 $1.9M
Optiver Holding B.V. 0.06% Add +96.9% 43,321 $1.9M
CRA Financial Services, LLC 0.33% Reduce -0.5% 43,319 $1.9M
Capital Advisors Inc. 0.04% Add +0.9% 43,226 $1.9M
Martin & Co. Inc. 0.47% Reduce -4.5% 43,205 $1.9M
Aster Capital Management (DIFC) Ltd 0.72% Reduce -42.2% 43,193 $1.9M
Wynn Capital, LLC 1.20% Add +0.2% 43,183 $1.9M
AMG National Trust Bank 0.05% Reduce -3.9% 43,152 $1.9M
Sandy Spring Bank 0.08% Reduce -9.8% 43,109 $1.9M
Aviso Financial Inc. 0.10% Reduce -0.2% 43,088 $1.9M
Duncker Streett & Co. Inc. 0.35% Add +0.0% 42,980 $1.9M
Falcon Wealth Planning 0.21% Reduce -3.8% 42,884 $1.9M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.69% Reduce -1.1% 39,818 $1.9M
Colonial River Investments, LLC 0.91% Add +3.4% 42,610 $1.9M
White Pine Capital LLC 0.63% Add +0.1% 42,603 $1.9M
Gratus Wealth Advisors, LLC 0.30% Reduce -25.3% 42,587 $1.9M
Sage Investment Counsel LLC 2.43% — 42,505 $1.9M
Etesian Wealth Advisors, Inc. 0.83% Reduce -1.9% 42,485 $1.9M
Visionary Wealth Advisors 0.11% Reduce -5.3% 42,255 $1.9M
Silver Oak Securities, Incorporated 0.17% Add +285.9% 42,242 $1.9M
Investment Advisory Services Inc. /TX 0.65% Reduce -7.7% 42,131 $1.9M
Exencial Wealth Advisors, LLC 0.07% Reduce -2.4% 42,078 $1.8M
Westside Investment Management, Inc. 0.39% Reduce -1.2% 42,042 $1.8M
Ramirez Asset Management, Inc. 0.37% No change 42,030 $1.8M
Chapman Financial Group, LLC 1.48% — 41,978 $1.8M
Blue Fin Capital, Inc. 0.34% Reduce -0.5% 41,878 $1.8M
Sterling Capital Management LLC 0.03% Reduce -53.3% 41,777 $1.8M
Sugarloaf Wealth Management, LLC 0.35% Reduce -0.6% 41,667 $1.8M
RB Capital Management, LLC 0.45% Reduce -2.1% 41,662 $1.8M
Coastline Trust Co 0.21% Reduce -0.3% 41,604 $1.8M
Conning Inc. 0.07% Reduce -17.6% 41,470 $1.8M
Geneos Wealth Management Inc. 0.06% Reduce -0.1% 41,333 $1.8M
Evelyn Partners Investment Management (Europe) Ltd 0.66% — 41,214 $1.8M
Aventura Private Wealth, LLC 0.97% — 41,172 $1.8M
Meadow Creek Wealth Advisors LLC 1.30% Reduce -21.3% 41,140 $1.8M
Bridges Investment Management Inc. 0.03% Add +0.6% 40,869 $1.8M
Coastwise Capital Group, LLC 1.43% Reduce -0.5% 40,854 $1.8M
BigSur Wealth Management LLC 0.51% No change 40,850 $1.8M
Ballast, Inc. 0.51% Reduce -7.5% 40,755 $1.8M
Asset Dedication, LLC 0.14% Reduce -41.0% 40,733 $1.8M
Busey Bank 0.06% Reduce -7.1% 40,692 $1.8M
Carolinas Wealth Consulting LLC 0.35% Reduce -44.8% 40,688 $1.8M
Brooks, Moore & Associates, Inc. 1.06% Add +1.3% 40,622 $1.8M
Global Financial Private Client, LLC 0.67% Reduce -1.0% 40,614 $1.8M
E&G Advisors, LLC 0.48% Reduce -1.2% 40,564 $1.8M
Generation Capital Management LLC 1.52% — 40,383 $1.8M
Banco BTG Pactual S.A. 0.42% New 40,073 $1.8M
Hikari Power Ltd 0.15% No change 40,240 $1.8M
Advisor OS, LLC 0.20% Reduce -20.5% 40,222 $1.8M
Mitchell Sinkler & Starr 0.47% Reduce -0.9% 40,198 $1.8M
Barbara Oil Co. 0.73% No change 40,000 $1.8M
Grand Jean Capital Management Inc. 0.41% No change 40,000 $1.8M
Greenfield Savings Bank 0.84% Add +0.8% 39,947 $1.8M
Bridgewealth Advisory Group, LLC 0.50% Add +82.2% 37,814 $1.8M
Kerrisdale Advisers, LLC 0.59% Reduce -53.3% 39,759 $1.7M
Independence Bank of Kentucky 0.27% Add +13.2% 39,729 $1.7M
MFG Wealth Management, Inc. 1.59% — 39,609 $1.7M
Essential Planning, LLC. 0.01% New 39,585 $1.7M
Palumbo Wealth Management LLC 0.65% Reduce -3.4% 39,533 $1.7M
SeaCrest Wealth Management, LLC 0.18% Reduce -29.9% 39,494 $1.7M
Angeles Wealth Management, LLC 0.14% Add +54.4% 39,350 $1.7M
Legacy Financial Advisors, Inc. 0.29% Add +4.7% 39,285 $1.7M
Cullen Investment Group, LTD. 0.25% Add +0.7% 39,243 $1.7M
Gateway Wealth Partners, LLC 0.45% Add +133.4% 39,221 $1.7M
Boston Trust Walden Corp 0.01% Reduce -1.9% 39,208 $1.7M
Councilor Wealth, LLC 0.82% Add +0.0% 39,189 $1.7M
Shepherd Financial Partners LLC 0.21% Add +23.7% 39,134 $1.7M
Andra AP-fonden 0.03% Reduce -10.3% 39,000 $1.7M
Trust Point Inc. 0.12% Add +2.5% 38,939 $1.7M
Kiley Juergens Wealth Management, LLC 0.43% Reduce -3.1% 38,937 $1.7M
NBW Capital LLC 0.32% Reduce -2.0% 38,917 $1.7M
Baxter Bros Inc. 0.22% Reduce -13.0% 38,777 $1.7M
Waterloo Capital, L.P. 0.18% Add +8.7% 38,661 $1.7M
Atlantic Edge Private Wealth Management, LLC 0.53% Reduce -0.9% 38,653 $1.7M
Safeguard Investment Advisory Group, LLC 0.47% Reduce -1.1% 38,644 $1.7M
Brown, Lisle/Cummings, Inc. 0.51% Add +4.9% 38,626 $1.7M
Atlas Brown,Inc. 0.58% Add +4.3% 38,590 $1.7M
Biltmore Family Office, LLC 0.28% Reduce -0.6% 38,581 $1.7M
Quotient Wealth Partners, LLC 0.06% Add +4.2% 38,571 $1.7M
Pinnacle Holdings, LLC 0.74% Reduce -0.6% 38,471 $1.7M
Smithfield Trust Co 0.08% No change 38,392 $1.7M
IMA Advisory Services, Inc. 0.20% Add +0.0% 38,410 $1.7M
Marcum Wealth, LLC 0.15% Add +3.6% 38,279 $1.7M
VCI Wealth Management LLC 0.71% Add +22.2% 38,019 $1.7M
Jmac Enterprises LLC 0.26% Add +3.5% 37,951 $1.7M
Breakwater Capital Group 0.33% Reduce -1.1% 37,907 $1.7M
Weaver Capital Management LLC 0.47% Reduce -5.1% 37,900 $1.7M
Altshuler Shaham Ltd 0.06% No change 37,898 $1.7M
Schulhoff & Co. Inc. 0.61% Reduce -2.4% 37,809 $1.7M
Sovereign Financial Group, Inc. 0.38% Reduce -2.5% 37,691 $1.7M
Howland Capital Management LLC 0.07% Add +1.2% 37,683 $1.7M
Boomfish Wealth Group, LLC 1.00% Reduce -1.2% 37,514 $1.6M
Moneco Advisors, LLC 0.17% Add +70.1% 37,476 $1.6M
CoreCap Advisors, LLC 0.07% Reduce -1.4% 37,464 $1.6M
Mosaic Family Wealth Partners, LLC 0.24% Add +0.1% 37,454 $1.6M
iSAM Funds (UK) Ltd 1.22% New 37,415 $1.6M
FLC Capital Advisors 0.38% Reduce -1.3% 37,406 $1.6M
Trivium Point Advisory, LLC 0.21% Add +24.9% 37,321 $1.6M
Key Client Fiduciary Advisors, LLC 0.73% Reduce -2.1% 37,252 $1.6M
Proquility Private Wealth Partners, LLC 0.53% Add +0.2% 37,215 $1.6M
TrinityPoint Wealth, LLC 0.23% Add +1.5% 37,137 $1.6M
Princeton Capital Management LLC 0.51% Add +6.3% 37,127 $1.6M
Advisory Research Inc. 0.27% Reduce -9.0% 37,043 $1.6M
Lake Street Private Wealth, LLC 0.26% Reduce -8.0% 37,029 $1.6M
Everhart Financial Group, Inc. 0.33% Add +6.6% 36,991 $1.6M
NCP Inc. 0.83% Add +2.8% 36,926 $1.6M
Annis Gardner Whiting Capital Advisors, LLC 0.45% Reduce -6.4% 36,912 $1.6M
Mathes Company, Inc. 0.60% No change 36,900 $1.6M
Blue Edge Capital, LLC 0.25% No change 36,630 $1.6M
Millennium Capital Advisors, LLC 1.10% Reduce -0.2% 36,617 $1.6M
SkyOak Wealth, LLC 0.34% Reduce -8.8% 36,610 $1.6M
United Capital Management of KS, Inc. 0.29% New 36,426 $1.6M
Infrastructure Capital Advisors, LLC 0.27% Reduce -25.3% 36,404 $1.6M
Stonegate Investment Group, LLC 0.04% Add +7.5% 36,296 $1.6M
Aviance Capital Partners, LLC 0.22% Add +2.9% 36,282 $1.6M
Aspiriant, LLC 0.06% Add +4.6% 36,278 $1.6M
Keel Point, LLC 0.13% Add +18.6% 36,272 $1.6M
LRI Investments, LLC 0.15% Reduce -2.2% 36,199 $1.6M
Chancellor Financial Group WB LP 1.28% — 36,198 $1.6M
TLWM 0.31% Add +3.8% 36,078 $1.6M
Paradigm Capital Management, LLC 1.50% Add +0.1% 36,007 $1.6M
Murphy Pohlad Asset Management LLC 0.68% Reduce -8.6% 35,877 $1.6M
Kelleher Financial Advisors 0.59% Add +1.8% 35,815 $1.6M
Coastal Bridge Advisors, LLC 0.40% Add +0.1% 35,751 $1.6M
GC Wealth Management RIA, LLC 0.28% Reduce -15.3% 35,729 $1.6M
Mosaic Financial Group, LLC 1.12% Reduce -2.6% 35,609 $1.6M
Corundum Group, Inc. 0.58% Add +47.1% 35,595 $1.6M
GM Advisory Group, LLC 0.09% Reduce -0.1% 35,305 $1.6M
Agp Franklin, LLC 0.94% — 35,294 $1.6M
Wesbanco Bank Inc. 0.05% Reduce -11.3% 35,293 $1.6M
Earnest Partners LLC 0.01% Reduce -2.6% 35,291 $1.6M
MeadowBrook Investment Advisors LLC 1.40% Reduce -2.4% 35,242 $1.5M
Cape Ann Savings Bank 0.91% Reduce -2.4% 35,224 $1.5M
IFC Advisors LLC 0.34% — 35,176 $1.5M
Myriad Asset Management US LP 1.04% — 35,139 $1.5M
Longfellow Investment Management Co. LLC 0.40% Reduce -6.0% 35,136 $1.5M
Mather Group, Llc. 0.02% Add +1.1% 35,135 $1.5M
ICONIQ Capital, LLC 0.02% Add +95.7% 35,129 $1.5M
Oddo BHF Asset Management Sas 0.08% Reduce -16.8% 35,000 $1.5M
Old Mission Investment Co LLC 0.46% Add +23.9% 34,970 $1.5M
Orca Wealth Management, LLC 1.38% — 34,963 $1.5M
Johnson & White Wealth Management, LLC 0.93% Reduce -0.4% 34,686 $1.5M
Fee-Only Financial Planning, L.C. 0.99% Reduce -0.6% 34,917 $1.5M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.16% Reduce -8.7% 34,774 $1.5M
Prairiewood Capital, LLC 0.65% Reduce -16.0% 34,716 $1.5M
Wealth Management Associates, Inc. 0.65% Reduce -2.8% 34,711 $1.5M
Souders Financial Advisors 0.21% Reduce -12.9% 34,670 $1.5M
Welch Group, LLC 0.07% Reduce -18.3% 34,700 $1.5M
Blueprint Investment Partners LLC 0.24% Add +39.7% 34,611 $1.5M
China Universal Asset Management Co., Ltd. 0.14% Add +36.7% 34,576 $1.5M
Connecticut Wealth Management, LLC 0.07% Reduce -8.4% 34,531 $1.5M
Mill Capital Management, LLC 0.12% Reduce -2.1% 34,455 $1.5M
Aspen Investment Management Inc 0.70% No change 34,350 $1.5M
Campbell Newman Asset Management Inc. 0.12% No change 34,350 $1.5M
Precedent Wealth Partners, LLC 0.49% Add +1.2% 34,264 $1.5M
SignalPoint Asset Management, LLC 0.37% Reduce -1.3% 34,252 $1.5M
Haverford Trust Co 0.01% Reduce -0.6% 34,193 $1.5M
Anb Bank 0.66% — 34,162 $1.5M
Raelipskie Partnership 0.75% Add +0.0% 34,136 $1.5M
Personal Cfo Solutions, LLC 0.29% Add +3.9% 34,059 $1.5M
Sirios Capital Management L P 0.27% Reduce -3.2% 34,022 $1.5M
Signal Advisors Wealth, LLC 0.17% Reduce -0.8% 33,908 $1.5M
Flagship Harbor Advisors, LLC 0.08% Reduce -9.6% 33,886 $1.5M
Allen Capital Group, LLC 0.18% Add +5.3% 33,856 $1.5M
Kathmere Capital Management, LLC 0.13% Add +9.7% 33,815 $1.5M
Krilogy Financial LLC 0.10% Reduce -5.8% 33,788 $1.5M
Summit Asset Management, LLC 0.26% Add +3.0% 33,785 $1.5M
Pinnacle Wealth Planning Services, Inc. 0.22% Reduce -10.7% 33,778 $1.5M
Monterey Private Wealth, Inc. 0.49% Add +4.0% 33,768 $1.5M
Gilman Hill Asset Management, LLC 0.26% Add +225.7% 33,534 $1.5M
Pasadena Private Wealth, LLC 0.30% Reduce -5.6% 33,507 $1.5M
GS Investments, Inc. 0.67% Reduce -7.4% 33,488 $1.5M
InTrack Investment Management Inc 1.02% Reduce -9.5% 32,073 $1.5M
Canopy Partners, LLC 0.56% Add +5.9% 33,239 $1.5M
Brooklyn Investment Group 0.43% Add +8.3% 33,180 $1.5M
CX Institutional 0.06% Reduce -0.3% 33,168 $1.5M
Harvest Fund Management Co., Ltd 0.07% Add +122.2% 32,925 $1.4M
VELA Investment Management, LLC 0.50% No change 32,942 $1.4M
Proffitt & Goodson Inc. 0.24% Add +0.1% 32,935 $1.4M
Winthrop Advisory Group LLC 0.17% Add +5.2% 32,864 $1.4M
Nicolet Advisory Services, LLC 0.13% Add +3.9% 31,984 $1.4M
Quent Capital, LLC 0.15% Reduce -0.4% 32,796 $1.4M
Analyst IMS Investment Management Services Ltd. 0.05% Add +14.6% 32,710 $1.4M
FUKOKU MUTUAL LIFE INSURANCE Co 0.10% Reduce -25.7% 32,661 $1.4M
Mondrian Investment Partners LTD 0.02% New 30,907 $1.4M
First National Bank & Trust Co. of Newtown 0.30% Reduce -9.8% 32,542 $1.4M
US Asset Management LLC 1.28% Reduce -3.5% 32,489 $1.4M
First National Bank Sioux Falls 0.61% Reduce -0.3% 32,438 $1.4M
WBH Advisory Inc. 0.13% Reduce -0.3% 32,376 $1.4M
Curated Wealth Partners LLC 0.16% Add +0.8% 32,359 $1.4M
Iams Wealth Management, LLC 0.65% Reduce -0.3% 32,293 $1.4M
Dunhill Financial, LLC 0.66% Add +10.2% 32,244 $1.4M
IFG Advisory, LLC 0.08% Reduce -8.6% 32,185 $1.4M
Kessler Investment Group, LLC 0.67% Reduce -3.8% 32,076 $1.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.03% Add +0.1% 32,039 $1.4M
Colonial Trust Advisors 0.12% Reduce -57.8% 31,987 $1.4M
SPC Financial, Inc. 0.12% Add +7.4% 31,977 $1.4M
Catalyst Financial Partners LLC 0.26% Add +9.4% 31,803 $1.4M
Meridian Wealth Management, LLC 0.07% Add +8.3% 31,776 $1.4M
Accurate Wealth Management, LLC 0.27% Reduce -9.5% 30,910 $1.4M
Nilsine Partners, LLC 0.15% Add +15.1% 31,741 $1.4M
Founders Financial Alliance, LLC 0.38% Add +0.7% 31,685 $1.4M
Dark Forest Capital Management LP 0.20% Reduce -21.6% 31,609 $1.4M
CFS Investment Advisory Services, LLC 0.12% Reduce -0.4% 31,603 $1.4M
Brown Financial Advisors 0.56% Add +3.7% 31,591 $1.4M
LVW Advisors, LLC 0.17% Reduce -16.6% 31,584 $1.4M
City Holding Co. 0.20% Add +0.7% 31,537 $1.4M
Smith Thornton Advisors LLC 0.88% Add +0.0% 31,520 $1.4M
Avidian Wealth Enterprises, LLC 0.06% Add +3.1% 31,493 $1.4M
Teza Capital Management LLC 0.21% No change 31,442 $1.4M
Pure Financial Advisors, LLC 0.03% Add +10.6% 31,429 $1.4M
Journey Strategic Wealth LLC 0.05% Reduce -9.6% 31,406 $1.4M
Community Bank & Trust, Waco, Texas 0.31% Reduce -1.5% 31,381 $1.4M
Tempus Wealth Planning, LLC 0.42% Reduce -1.2% 31,340 $1.4M
Strategic Advisors LLC 0.25% Add +13.4% 31,029 $1.4M
Sepio Capital, LP 0.11% Reduce -8.9% 31,020 $1.4M
Blue Capital, Inc. 0.96% — 31,008 $1.4M
Accent Capital Management, LLC 0.78% Reduce -21.5% 31,000 $1.4M
Curi Capital, LLC 0.03% Reduce -9.6% 30,923 $1.4M
Mechanics Bank Trust Department 0.18% Reduce -1.0% 30,898 $1.4M
Aurora Private Wealth, Inc. 1.02% Reduce -0.9% 30,880 $1.4M
Gladius Capital Management LP 0.78% Reduce -21.1% 30,807 $1.4M
Kovack Advisors, Inc. 0.13% Add +13.8% 30,755 $1.4M
Financial Advocates Investment Management 0.08% Add +1.4% 30,600 $1.3M
Aprio Wealth Management, LLC 0.20% Add +6.1% 30,563 $1.3M
StoneX Group Inc. 0.07% Add +18.7% 30,519 $1.3M
CFO4Life Group, LLC 0.24% Reduce -1.5% 30,514 $1.3M
NCM Capital Management, LLC 0.60% No change 30,483 $1.3M
Kidder Stephen W 0.40% Reduce -0.1% 30,390 $1.3M
Woodward Diversified Capital, LLC 0.98% Reduce -30.7% 30,349 $1.3M
First PREMIER Bank 0.34% No change 30,335 $1.3M
Paragon Financial Partners, Inc. 1.00% Reduce -3.1% 30,236 $1.3M
IPG Investment Advisors LLC 0.30% No change 30,228 $1.3M
Safe Harbor Fiduciary, LLC 1.35% Add +0.1% 30,167 $1.3M
Navalign, LLC 0.39% Reduce -1.9% 30,154 $1.3M
Concord Wealth Partners 0.22% Add +6.4% 30,145 $1.3M
Cowa, LLC 0.64% Reduce -36.0% 30,030 $1.3M
Sarasin & Partners LLP 0.01% New 30,000 $1.3M
KPP Advisory Services LLC 0.31% Add +1.5% 29,879 $1.3M
Greenwich Wealth Management LLC 0.09% Add +10.0% 29,803 $1.3M
Catalina Capital Group, LLC 0.43% Add +5.7% 29,766 $1.3M
Sunbelt Securities, Inc. 0.11% Reduce -5.1% 29,712 $1.3M
McLean Asset Management Corp 0.39% Add +3.1% 29,624 $1.3M
Keystone Financial Group 0.13% Reduce -2.4% 29,542 $1.3M
Freedom Investment Management, Inc. 0.11% Reduce -4.7% 29,464 $1.3M
Oder Investment Management, LLC 1.08% Add +0.1% 29,446 $1.3M
Nations Financial Group Inc, /Ia/ 0.09% Reduce -9.3% 29,350 $1.3M
Beverly Hills Private Wealth, LLC 0.26% Reduce -19.7% 29,302 $1.3M
Next Level Private LLC 0.52% Add +0.1% 29,266 $1.3M
Harbour Investments, Inc. 0.04% Add +6.3% 29,230 $1.3M
Little House Capital LLC 0.37% New 29,204 $1.3M
Tectonic Advisors LLC 0.08% Add +16.8% 28,999 $1.3M
Childress Capital Advisors, LLC 0.36% Add +6.6% 28,994 $1.3M
Wealth Architects, LLC 0.14% Reduce -2.9% 28,976 $1.3M
Cyndeo Wealth Partners, LLC 0.09% Reduce -0.5% 28,959 $1.3M
Paragon Capital Management LLC 0.68% Reduce -2.7% 28,917 $1.3M
Marex Group Ltd 0.02% Add +318.9% 28,814 $1.3M
OneAscent Financial Services LLC 0.11% Add +13.1% 28,796 $1.3M
Hobbs Group Advisors, LLC 0.48% Reduce -10.3% 28,790 $1.3M
Midland Wealth Advisors, LLC 0.08% Reduce -9.5% 28,736 $1.3M
Apriem Advisors 0.14% Reduce -17.8% 28,707 $1.3M
Advanced Portfolio Management, LLC 1.44% Add +256.2% 27,194 $1.3M
Advisory Alpha, LLC 0.04% Add +2.5% 28,515 $1.3M
Buttonwood Financial Advisors Inc. 0.55% Reduce -9.6% 28,486 $1.3M
North Forty Two & Co. 1.45% — 28,483 $1.3M
Sierra Summit Advisors LLC 0.25% Add +16.1% 28,411 $1.2M
Voya Financial Advisors, Inc. 0.14% Add +0.9% 28,423 $1.2M
GWN Securities Inc. 0.33% — 26,890 $1.2M
Armstrong Advisory Group, Inc. 0.10% Add +2.1% 28,278 $1.2M
Leonteq Securities AG 0.12% Reduce -18.1% 28,261 $1.2M
Buckhead Capital Management LLC 0.40% Add +2.1% 28,191 $1.2M
Ewing Morris & Co. Investment Partners Ltd. 0.43% New 28,175 $1.2M
Prudent Man Advisors, LLC 0.45% Reduce -11.5% 28,160 $1.2M
Bouchey Financial Group, Ltd. 0.11% Reduce -3.1% 28,136 $1.2M
Chesapeake Wealth Management 0.42% Add +0.2% 28,128 $1.2M
Nicholas Hoffman & Company, LLC. 0.05% Reduce -3.7% 28,078 $1.2M
Inceptionr LLC 0.28% Add +41.4% 28,065 $1.2M
Augustine Asset Management Inc. 0.32% Reduce -2.6% 28,032 $1.2M
Potomac Fund Management Inc. 0.07% — 28,019 $1.2M
Sentinel Trust Co. Lba 0.14% Add +23.4% 27,905 $1.2M
BTG Pactual Asset Management US LLC 0.16% Reduce -4.8% 25,771 $1.2M
Transatlantique Private Wealth LLC 0.47% Add +87.3% 27,845 $1.2M
Sabal Trust CO 0.07% Add +0.2% 27,831 $1.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.03% Add +140.2% 27,593 $1.2M
Heritage Wealth Advisors 0.06% Reduce -0.5% 27,699 $1.2M
Oak Family Advisors, LLC 0.48% Reduce -2.3% 27,659 $1.2M
Snider Financial Group 0.38% New 27,649 $1.2M
Cassaday & Co Wealth Management LLC 0.03% Add +2.4% 27,644 $1.2M
Connective Portfolio Management, LLC 1.81% No change 27,625 $1.2M
Mitchell & Pahl Private Wealth, LLC 0.57% Reduce -2.7% 27,548 $1.2M
Y.D. More Investments Ltd 0.11% Reduce -54.5% 27,525 $1.2M
Clear Harbor Asset Management, LLC 0.10% Add +4.6% 27,484 $1.2M
Seneca House Advisors 0.48% Add +0.6% 27,393 $1.2M
Hendershot Investments Inc. 0.16% Reduce -4.4% 27,370 $1.2M
RiverFront Investment Group, LLC 0.03% Add +27.8% 27,353 $1.2M
Horrell Capital Management, Inc. 0.35% Add +0.3% 27,347 $1.2M
GFG Capital, LLC 0.33% Reduce -7.3% 27,303 $1.2M
Samalin Investment Counsel, LLC 0.52% Add +0.1% 27,269 $1.2M
Integral Investment Advisors, Inc. 0.39% Add +0.3% 27,259 $1.2M
Moody LYNN Lieberson & Walker, LLC 0.07% Reduce -0.2% 27,234 $1.2M
Central Valley Advisors, LLC 0.54% Reduce -8.7% 27,220 $1.2M
Good Life Advisors, LLC 0.09% Reduce -17.3% 27,040 $1.2M
Liberty Wealth Management LLC 0.20% Add +2.8% 26,999 $1.2M
Nicholas Wealth, LLC. 0.64% Add +20.2% 26,119 $1.2M
Aviso Wealth Management 0.60% Add +12.5% 26,749 $1.2M
Tradewinds, LLC. 0.33% Add +0.8% 25,016 $1.2M
ArrowMark Colorado Holdings LLC 0.02% Reduce -67.2% 26,650 $1.2M
Venturi Wealth Management, LLC 0.06% Add +38.1% 26,643 $1.2M
Garner Asset Management Corp 0.53% Add +0.0% 26,531 $1.2M
Crestline Management, L.P. 0.04% New 26,445 $1.2M
American National Bank & Trust 0.13% Reduce -8.5% 26,409 $1.2M
Vanguard Capital Wealth Advisors 1.27% Add +0.0% 26,392 $1.2M
Physicians Financial Services, Inc. 0.35% Reduce -0.8% 26,371 $1.2M
Bison Wealth, LLC 0.26% Reduce -56.1% 26,369 $1.2M
USA Financial Formulas 0.18% Reduce -35.9% 26,358 $1.2M
Titleist Asset Management, LLC 0.13% Add +1.6% 26,352 $1.2M
Strategic Investment Advisors / MI 0.12% Reduce -0.5% 26,334 $1.2M
PDS Planning, Inc 0.10% Add +6.6% 26,263 $1.2M
Centiva Capital, LP 0.04% Reduce -48.8% 26,223 $1.2M
Flow Traders U.S. LLC 0.05% New 26,209 $1.2M
Brady Martz Wealth Solutions, LLC 0.28% — 25,113 $1.1M
WealthTrust Axiom LLC 0.34% Reduce -2.2% 26,053 $1.1M
Sippican Capital Advisors 0.83% Reduce -0.4% 26,050 $1.1M
Severin Investments, LLC 1.14% — 26,048 $1.1M
Manchester Capital Management LLC 0.13% Reduce -26.8% 25,941 $1.1M
Lawson Kroeker Investment Management Inc. 0.21% No change 25,934 $1.1M
LMR Partners LLP 0.03% Add +114.7% 25,928 $1.1M
Rappaport Reiches Capital Management, LLC 0.29% Reduce -0.6% 25,873 $1.1M
M Holdings Securities, Inc. 0.18% Reduce -1.9% 25,848 $1.1M
Rather & Kittrell, Inc. 0.27% Reduce -1.7% 25,836 $1.1M
McGlone Suttner Wealth Management, Inc. 0.19% Add +5.3% 25,796 $1.1M
MJP Associates Inc. 0.20% Add +2.0% 25,789 $1.1M
Roman Butler Fullerton & Co. 0.36% Reduce -10.9% 24,047 $1.1M
First Command Advisory Services, Inc. 0.01% Add +8.7% 25,657 $1.1M
Shayne & Jacobs, LLC 0.29% No change 25,639 $1.1M
Driehaus Capital Management LLC 0.01% Add +22.1% 25,614 $1.1M
Wealth Alliance, LLC 0.13% Add +34.4% 25,614 $1.1M
Arkfeld Wealth Strategies, L.L.C. 0.52% Reduce -0.2% 24,940 $1.1M
Ayalon Insurance Comp Ltd. 0.35% No change 25,519 $1.1M
Rossmore Private Capital 0.14% Reduce -2.2% 25,500 $1.1M
Cornerstone Advisory, LLC 0.13% Add +8.3% 23,865 $1.1M
Murphy, Middleton, Hinkle & Parker, Inc. 0.63% Add +0.0% 25,370 $1.1M
Journey Advisory Group, LLC 0.13% No change 27,916 $1.1M
BLB&B Advisors, LLC 0.06% Reduce -5.4% 25,223 $1.1M
Alpha Omega Wealth Management LLC 0.21% Reduce -2.1% 25,176 $1.1M
Black Diamond Financial, LLC 0.17% Add +0.0% 25,143 $1.1M
Vectors Research Management, LLC 0.37% No change 25,000 $1.1M
Parkside Investments, LLC 0.16% Reduce -9.1% 25,000 $1.1M
Canandaigua National Trust Co of Florida 0.85% Reduce -0.6% 24,915 $1.1M
Graves Light Lenhart Wealth, Inc. 0.14% Add +0.0% 24,902 $1.1M
Independent Investors Inc. 0.22% No change 24,880 $1.1M
Spirit of America Management Corp. 0.22% No change 24,850 $1.1M
Strategic Blueprint, LLC 0.07% Add +5.5% 24,830 $1.1M
TruWealth Advisors, LLC 0.07% Add +1.6% 24,823 $1.1M
Gallagher Capital Advisors, LLC 0.79% — 24,814 $1.1M
South Plains Financial, Inc. 0.83% — 24,798 $1.1M
Avenir Corp. 0.11% Reduce -20.1% 24,740 $1.1M
RMR Wealth Builders 0.11% Reduce -55.5% 24,679 $1.1M
Field & Main Bank 0.38% Reduce -0.3% 24,675 $1.1M
Uncommon Cents Investing LLC 0.32% Reduce -0.7% 24,636 $1.1M
Keynote Financial Services LLC 0.83% No change 24,579 $1.1M
Washington Capital Management, Inc. 0.85% Reduce -4.3% 24,555 $1.1M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -12.6% 24,506 $1.1M
IronOak Wealth LLC. 1.21% — 24,489 $1.1M
Unionview, LLC 0.79% Add +0.3% 24,487 $1.1M
Capital Markets Trading UK LLP 0.64% Add +51.5% 24,463 $1.1M
Madison Wealth Partners, Inc 0.30% Add +0.8% 24,423 $1.1M
Intrepid Financial Planning Group LLC 0.45% No change 24,397 $1.1M
Financial Engines Advisors L.L.C. 0.00% Add +363.7% 24,224 $1.1M
Orion Capital Management LLC 0.47% Reduce -1.1% 24,090 $1.1M
Caas Capital Management LP 0.88% New 24,009 $1.1M
Hedges Asset Management LLC 0.70% Reduce -9.8% 24,000 $1.1M
Clough Capital Partners L P 0.12% No change 24,000 $1.1M
Covenant Asset Management, LLC 0.23% Reduce -6.3% 23,940 $1.1M
Perennial Investment Advisors, LLC 0.12% Add +2.6% 23,887 $1.0M
Synergy Asset Management, LLC 0.08% Reduce -91.4% 23,692 $1.0M
Moss Adams Wealth Advisors LLC 0.11% Add +3.4% 23,854 $1.0M
Denali Advisors LLC 0.11% Reduce -11.5% 23,800 $1.0M
Accredited Investors Inc. 0.06% Reduce -2.2% 23,783 $1.0M
Stableford Capital II LLC 0.41% Reduce -2.0% 23,764 $1.0M
Nottingham Advisors, Inc. 0.13% Reduce -6.0% 23,760 $1.0M
Lowe Brockenbrough & Co. Inc. 0.07% Reduce -8.2% 23,708 $1.0M
Schear Investment Advisers, LLC 0.55% Add +1.7% 23,683 $1.0M
Fuller & Thaler Asset Management, Inc. 0.00% No change 23,641 $1.0M
Transce3nd, LLC 0.35% — 23,592 $1.0M
Auxano Advisors, LLC 0.26% Add +2.8% 23,618 $1.0M
Stonehage Fleming Financial Services Holdings Ltd 0.03% Reduce -0.0% 23,586 $1.0M
PFG Advisors 0.06% Reduce -3.4% 23,525 $1.0M
Abundance Wealth Counselors 0.22% Add +3.0% 23,480 $1.0M
Verity & Verity, LLC 0.09% Add +3.9% 23,458 $1.0M
Court Place Advisors, LLC 0.33% Reduce -21.9% 23,422 $1.0M
Lansing Street Advisors 0.36% Add +1.3% 23,374 $1.0M
LexAurum Advisors, LLC 0.20% Add +5.0% 23,315 $1.0M
Bank of Marin 0.81% No change 23,307 $1.0M
Curbstone Financial Management Corp 0.22% No change 23,254 $1.0M
Key Financial Inc 0.23% Reduce -3.0% 23,204 $1.0M
Gradient Capital Advisors, LLC 0.33% Add +1.2% 23,188 $1.0M
Capital City Trust Co. 0.25% Reduce -4.6% 23,176 $1.0M
Legacy Capital Group California, Inc. 0.31% Reduce -0.1% 23,169 $1.0M
Sound Income Strategies, LLC 0.06% Reduce -14.9% 23,159 $1.0M
Pin Oak Investment Advisors Inc. 0.93% Add +0.2% 25,635 $1.0M
Fortitude Family Office, LLC 0.36% Reduce -2.3% 23,136 $1.0M
Wayfinding Financial, LLC 0.54% Add +0.3% 23,128 $1.0M
Gsa Capital Partners LLP 0.08% Reduce -27.5% 23,109 $1.0M
Houlihan Financial Resource Group, Ltd. 0.43% Add +0.3% 23,103 $1.0M
Accredited Wealth Management, LLC 0.89% — 23,058 $1.0M
Silphium Asset Management Ltd 0.37% New 22,974 $1.0M
Cypress Capital Group 0.12% Reduce -20.6% 22,846 $1.0M
Fiduciary Advisors, Inc. 1.01% — 22,826 $1.0M
Diversified Enterprises, LLC 0.10% Add +17.2% 22,749 $1000K
Pitti Group Wealth Management, LLC 1.01% Reduce -10.8% 22,702 $998K
Naples Global Advisors, LLC 0.09% Reduce -4.7% 22,642 $995K
Clark Wealth Partners 0.77% — 22,613 $994K
Mairs & Power Inc. 0.01% Reduce -3.6% 22,592 $993K
Riverbend Wealth Management, LLC 0.88% — 22,512 $991K
Insight Advisors, LLC/ PA 0.17% Reduce -0.6% 22,552 $990K
Golden State Wealth Management, LLC 0.15% — 22,511 $989K
AllSquare Wealth Management LLC 0.57% Add +5.7% 22,452 $987K
Westmount Partners, LLC 0.30% Add +10.3% 22,445 $986K
BIP Wealth, LLC 0.07% Add +18.8% 22,383 $984K
Beam Wealth Advisors, Inc. 0.31% Add +9.1% 22,362 $983K
Advus Financial Partners, LLC 0.28% Add +3.6% 22,359 $983K
Edge Wealth Management LLC 0.20% Add +0.0% 22,326 $981K
Ashton Thomas Securities, LLC 0.27% Add +191.6% 22,254 $977K
RFG - Bristol Wealth Advisors, LLC 0.32% — 22,180 $975K
Fishman Jay A Ltd. 0.09% No change 22,142 $973K
Columbia Asset Management 0.19% Reduce -1.8% 22,098 $971K
Sawgrass Asset Management LLC 0.11% Reduce -10.5% 22,073 $970K
Alta Advisers Ltd 0.61% Add +21.2% 22,056 $969K
Finer Wealth Management, Inc. 0.55% Reduce -9.8% 22,000 $967K
CSS LLC 0.18% No change 22,000 $967K
ERn Financial, LLC 0.14% Add +3.3% 21,979 $966K
Vestmark Advisory Solutions, Inc. 0.03% Add +261.5% 21,965 $965K
PFC Capital Group, Inc. 0.47% Reduce -1.8% 21,976 $965K
Capital Square, LLC 0.55% Reduce -5.3% 20,708 $963K
Zhang Financial LLC 0.06% Add +151.0% 21,918 $963K
Citadel Investment Advisory, Inc. 0.50% Reduce -0.1% 21,895 $962K
Enterprise Financial Services Corp 0.54% Add +40.9% 21,884 $962K
Twinbeech Capital LP 0.02% Reduce -74.0% 21,751 $956K
Cercano Management LLC 0.02% No change 21,750 $956K
Wealth Effects LLC 0.34% Reduce -11.8% 21,741 $956K
Traynor Capital Management, Inc. 0.07% Add +16.7% 21,722 $955K
Cromwell Holdings LLC 0.55% No change 21,604 $949K
Callan Capital, LLC 0.07% Reduce -23.5% 21,587 $949K
Emprise Bank 0.53% No change 21,535 $946K
Brasada Capital Management, LP 0.17% Reduce -4.4% 21,500 $945K
Aft, Forsyth & Sober, LLC 0.31% No change 21,440 $942K
Steele Capital Management, Inc. 0.05% Add +0.8% 21,437 $942K
Old West Investment Management, LLC 0.38% Reduce -70.0% 21,426 $942K
Alberta Investment Management Corp 0.01% Add +30.5% 21,400 $941K
LBMC Investment Advisors, LLC 0.07% Reduce -0.9% 21,383 $940K
PEAK6 LLC 0.04% — 21,333 $938K
Benchmark Financial Wealth Advisors, LLC 0.30% Add +8.5% 21,165 $930K
Centennial Bank 0.44% Reduce -2.2% 21,131 $929K
Barrett & Company, Inc. 0.39% Add +0.0% 21,129 $929K
Magnus Financial Group LLC 0.09% Add +26.1% 21,119 $928K
Bigelow Investment Advisors, LLC 0.43% Reduce -3.2% 21,090 $927K
Cherry Creek Investment Advisors, Inc. 0.46% Add +12.4% 21,079 $926K
Stevens Capital Management LP 0.37% Reduce -8.3% 21,046 $925K
Gibbs Wealth Management 0.25% Add +23.9% 21,044 $925K
Skyline Advisors, Inc. 0.36% Reduce -9.1% 21,022 $924K
Towne Trust Company, N.A 0.32% Add +3.4% 20,998 $923K
Algert Global LLC 0.02% Add +37.3% 20,957 $921K
FourThought Financial Partners, LLC 0.10% New 20,919 $919K
Silverlake Wealth Management LLC 0.35% Reduce -2.8% 20,836 $916K
Veltria Advisors Corp. 0.38% Add +1.3% 20,799 $914K
PFW Advisors LLC 0.28% — 20,796 $914K
Willis Johnson & Associates, Inc. 0.07% Reduce -6.1% 20,689 $909K
Marshall Financial Group, LLC 0.22% Reduce -3.2% 20,686 $909K
Two Sigma Securities, LLC 0.16% Reduce -92.2% 20,668 $908K
West Family Investments, Inc. 0.32% Reduce -1.4% 20,667 $908K
DORCHESTER WEALTH MANAGEMENT Co 0.18% Reduce -4.6% 20,641 $907K
Menard Financial Group LLC 0.54% Add +1.2% 20,620 $906K
Peoples Bank 0.53% Reduce -1.9% 20,617 $906K
Aspire Private Capital, LLC 0.22% Reduce -1.6% 20,581 $905K
Hickory Point Bank & Trust 0.80% — 20,568 $904K
Heritage Wealth Management, Inc. 0.30% Reduce -5.1% 20,557 $903K
Ausdal Financial Partners, Inc. 0.08% Add +55.8% 20,521 $902K
Councilmark Asset Management, LLC 0.60% Add +0.7% 20,474 $900K
Lantern Wealth Advisors, LLC 0.58% Add +9.6% 20,458 $899K
Leigh Baldwin & Co., LLC 0.76% — 20,449 $899K
Strive Asset Management, LLC 0.67% — 20,397 $896K
Parisi Gray Wealth Management 0.28% Add +0.0% 20,390 $896K
Wendell David Associates Inc. 0.09% No change 20,385 $896K
TCV Trust & Wealth Management, Inc. 0.08% Reduce -1.2% 20,386 $896K
Confluence Wealth Services, Inc. 0.06% Reduce -8.0% 19,314 $896K
Caldwell Sutter Capital, Inc. 0.42% Add +0.6% 20,373 $895K
Maiden Cove Capital, LLC 1.36% Add +0.8% 20,300 $892K
YHB Investment Advisors, Inc. 0.07% Add +32.0% 20,285 $892K
McIlrath & Eck, LLC 0.11% Reduce -49.8% 20,272 $891K
Proficio Capital Partners LLC 0.07% Add +65.3% 20,252 $890K
Tudor Financial Inc. 0.52% Add +24.5% 20,246 $890K
Crew Capital Management, Ltd 0.74% No change 20,152 $886K
Leisure Capital Management 0.35% Reduce -2.5% 20,147 $885K
West Paces Advisors Inc. 0.22% Reduce -5.0% 20,129 $885K
Opinicus Capital, Inc. 0.74% Reduce -2.2% 20,075 $882K
Empirical Asset Management, LLC 0.29% Add +47.8% 45,096 $882K
Westhampton Capital, LLC 0.45% No change 20,027 $880K
MIdWestOne Financial Group, Inc. 0.12% Add +1.5% 20,014 $880K
Credit Capital Investments LLC 1.14% No change 20,000 $879K
Lederer & Associates Investment Counsel 0.61% Add +1.1% 20,000 $879K
Chelsea Counsel Co. 0.45% Reduce -3.4% 20,000 $879K
MSA Advisors, LLC 0.22% No change 20,000 $879K
BTC Capital Management, Inc. 0.08% Reduce -0.4% 20,000 $879K
Hartford Funds Management Co LLC 0.08% Add +8.8% 19,997 $879K
FSB Premier Wealth Management, Inc. 0.35% Add +9.0% 19,986 $878K
Baldwin Investment Management, LLC 0.11% Reduce -7.4% 19,920 $875K
Copperwynd Financial, LLC 0.24% Reduce -1.3% 19,895 $874K
Foster & Motley Inc. 0.06% Add +29.5% 19,855 $873K
Evelyn Partners Asset Management Ltd 0.23% — 19,858 $873K
Valmark Advisers, Inc. 0.01% Reduce -15.4% 19,833 $872K
TAGStone Capital, Inc. 0.43% Add +1.2% 19,802 $870K
Kanawha Capital Management LLC 0.07% Add +11.4% 19,675 $865K
Waterfront Wealth Inc. 0.21% Add +9.1% 19,652 $864K
Headinvest, LLC 0.16% Add +13.3% 19,633 $863K
Rogco, LP 0.35% Reduce -0.1% 19,611 $862K
SOA Wealth Advisors, LLC. 0.16% Add +1.9% 19,543 $859K
Inspirion Wealth Advisors, LLC 0.12% Add +0.1% 18,621 $858K
Kearns & Associates LLC 0.55% No change 19,500 $857K
Kahn Brothers Group Inc. 0.19% Add +4.6% 19,430 $854K
Bison Wealth, LLC 0.10% — 19,352 $851K
Altfest L J & Co. Inc. 0.11% Reduce -1.9% 19,333 $850K
Finivi Inc. 0.68% Reduce -5.1% 19,326 $849K
Greenline Partners, LLC 0.12% No change 19,260 $846K
Tobam 0.26% Add +2.7% 19,217 $845K
Soltis Investment Advisors LLC 0.08% Add +5.7% 19,117 $840K
X-Square Capital, LLC 0.35% Reduce -1.0% 19,112 $840K
HF Advisory Group, LLC 0.39% Add +4.1% 19,093 $839K
Drive Wealth Management, LLC 0.21% Add +2.6% 19,093 $839K
Semmax Financial Advisors Inc. 0.22% Add +1.4% 18,078 $838K
WESPAC Advisors, LLC 0.62% Add +35.8% 19,035 $837K
Pursue Wealth Partners LLC 0.48% No change 19,031 $836K
Omnia Family Wealth, LLC 0.35% Add +1.9% 19,027 $836K
Circle Wealth Management, LLC 0.02% Reduce -1.9% 19,016 $836K
JNBA Financial Advisors 0.09% Reduce -1.0% 19,009 $835K
Jordan Park Group LLC 0.06% No change 19,000 $835K
Oakworth Capital, Inc. 0.06% Reduce -5.0% 18,990 $835K
Carl P. Sherr & Co., LLC 0.44% Add +0.1% 18,967 $834K
Van Cleef Asset Management,Inc 0.09% Reduce -1.5% 18,935 $832K
CKW Financial Group 0.10% Reduce -2.5% 18,890 $830K
Morningstar Investment Management LLC 0.07% Reduce -67.3% 18,835 $828K
Mechanics Financial Corp 0.37% Reduce -0.4% 18,820 $827K
Addison Advisors LLC 0.23% Add +21.8% 18,816 $827K
Cottage Street Advisors LLC 0.43% Reduce -12.6% 18,799 $826K
Goldstone Financial Group, LLC 0.13% Add +21.1% 18,763 $825K
Fiduciary Financial Group, LLC 0.18% Reduce -6.1% 18,271 $824K
Delta Financial Group, Inc. 0.19% Add +0.6% 18,747 $824K
Grant/GrossMendelsohn, LLC 0.43% Reduce -35.9% 18,693 $822K
Burkett Financial Services, LLC 0.34% Reduce -2.3% 18,693 $822K
Operose Advisors LLC 0.28% Reduce -36.4% 18,674 $821K
Baker Tilly Wealth Management, LLC 0.32% Add +3.2% 18,611 $818K
Worth Financial Advisory Group, LLC 0.50% Reduce -4.9% 18,560 $816K
LVM Capital Management Ltd. 0.09% Reduce -1.1% 18,533 $815K
Stonebrook Private Inc. 0.21% Add +4.5% 18,503 $813K
Relyea Zuckerberg Hanson LLC 0.11% Add +3.4% 18,495 $813K
Resonant Capital Advisors, LLC 0.06% Add +6.0% 18,480 $812K
Investors Research Corp 0.18% No change 18,387 $808K
Maia Wealth LLC 0.17% Add +10.0% 17,094 $805K
Tranquility Partners, LLC 0.30% Add +0.1% 18,301 $804K
Lathrop Investment Management Co. 0.15% Reduce -2.7% 18,289 $804K
Evernest Financial Advisors, LLC 0.21% Add +5.7% 18,279 $803K
Impax Asset Management Group plc 0.00% Reduce -1.2% 18,273 $803K
JFS Wealth Advisors, LLC 0.05% Reduce -1.5% 18,257 $802K
CYBER HORNET ETFs LLC 0.77% Add +2.9% 18,239 $802K
RFG Advisory, LLC 0.02% Add +0.9% 18,164 $798K
Clarendon Private LLC 0.84% — 18,156 $798K
Prentice Wealth Management LLC 0.23% Add +5.0% 18,150 $798K
United Advisor Group, LLC 0.16% Reduce -7.9% 18,120 $796K
SkyView Investment Advisors, LLC 0.13% Add +15.9% 18,085 $795K
Cannell & Spears LLC 0.02% Reduce -35.5% 18,066 $794K
Spring Capital Management, LLC 0.47% Add +7.5% 18,005 $791K
Wealth Advisors of Tampa Bay, LLC 0.34% Reduce -1.3% 17,994 $791K
Terril Brothers, Inc. 0.24% No change 17,983 $790K
OneAscent Wealth Management LLC 0.32% Reduce -7.8% 17,937 $788K
Allegheny Financial Group 0.20% Reduce -11.1% 17,926 $788K
Summit Securities Group LLC 0.29% Add +17800.0% 17,900 $787K
McCarter Private Wealth Services LLC 0.50% Add +7.5% 17,862 $785K
Muirfield Wealth Advisors LLC 0.65% Add +0.4% 17,851 $785K
Ledgewood Wealth Advisors, LLC 0.51% Add +0.1% 17,847 $784K
Navellier & Associates Inc. 0.09% Add +39.4% 17,844 $784K
Laird Norton Wetherby Trust Company, LLC 0.11% Add +75.9% 17,832 $784K
2UniFi Bank 0.52% — 17,796 $782K
Platform Technology Partners 0.24% Reduce -9.8% 17,776 $781K
Calton & Associates, Inc. 0.34% Reduce -1.3% 17,740 $780K
Strategic Wealth Partners, Ltd. 0.06% Add +0.8% 16,800 $778K
Fortem Financial Group, LLC 0.30% Add +5.4% 17,685 $777K
TrinityBridge Ltd 0.02% No change 17,645 $776K
Florida Financial Advisors, LLC 0.35% Add +13.1% 17,649 $776K
AIMZ Investment Advisors, LLC 0.27% No change 17,642 $775K
Wealthstar Advisors, LLC 0.34% — 17,630 $775K
Bennett Selby Investments LP 0.31% Reduce -0.0% 17,626 $775K
Meriwether Wealth & Planning, LLC 0.55% — 17,573 $772K
W.G. Shaheen & Associates DBA Whitney & Co 0.08% Reduce -1.5% 17,546 $771K
DF Dent & Co. Inc. 0.01% Reduce -1.6% 17,534 $771K
Penserra Capital Management LLC 0.01% Add +136.2% 17,518 $769K
Garrison Point Advisors, LLC 0.36% Add +0.0% 17,481 $768K
Deseret Mutual Benefit Administrators 0.38% Reduce -9.5% 17,467 $768K
Old Port Advisors 0.22% Reduce -0.2% 17,464 $768K
Westover Capital Advisors, LLC 0.17% Add +7.1% 17,464 $768K
Clear Investment Research, LLC 0.99% Reduce -1.0% 17,438 $766K
Pointe Capital Management LLC 0.44% Add +1.1% 17,409 $765K
Blossom Wealth Management 1.47% Add +1.8% 17,407 $765K
Whitener Capital Management, Inc. 0.21% Reduce -1.1% 17,395 $765K
Wellington Shields Capital Management, LLC 0.14% Reduce -44.5% 17,387 $764K
Humankind Investments LLC 0.19% Reduce -11.5% 17,378 $764K
Bell Bank 0.06% Reduce -0.2% 17,355 $763K
Epacria Capital Partners, LLC 0.65% Reduce -51.4% 17,340 $762K
Oxford Asset Management LLP 0.35% Add +19.5% 17,330 $762K
Concord Asset Management, LLC 0.17% Add +9.2% 17,326 $761K
Gryphon Financial Partners LLC 0.11% Add +6.8% 17,324 $761K
Cyrus J. Lawrence, LLC 0.15% Add +0.2% 17,336 $761K
180 Wealth Advisors, LLC 0.12% Reduce -5.0% 17,282 $760K
Grandview Asset Management LLC 0.28% Reduce -2.0% 17,272 $759K
Bank of Stockton 0.23% Reduce -18.4% 17,230 $757K
Central Pacific Bank - Trust Division 0.10% Reduce -34.5% 17,199 $756K
Polymer Capital Management (US) LLC 0.24% — 17,198 $756K
Performance Wealth Partners, LLC 0.02% Reduce -10.8% 17,159 $754K
Autumn Glory Partners, LLC 0.37% Add +9.1% 17,154 $754K
Hager Investment Management Services, LLC 0.47% — 17,091 $751K
Cypress Asset Management Inc. 0.19% Reduce -2.1% 16,782 $751K
Lion Street Advisors, LLC 0.24% Add +6.3% 17,078 $751K
Ignite Planners, LLC 0.16% Reduce -1.4% 16,741 $750K
Accel Wealth Management 0.28% Reduce -6.0% 17,061 $750K
Beacon Investment Advisory Services, Inc. 0.03% Reduce -18.3% 17,046 $749K
Pacific Point Advisors, LLC 0.45% — 16,023 $748K
RW Investment Management LLC 0.09% Reduce -11.4% 17,002 $747K
Capital Planning Advisors, LLC 0.12% Add +0.2% 16,944 $745K
Harbor Advisory Corp. 0.24% Reduce -7.8% 16,933 $744K
Everpar Advisors LLC 0.37% Reduce -1.0% 16,916 $743K
Group One Trading LLC 0.03% Reduce -82.3% 16,896 $743K
Atlanta Consulting Group Advisors, LLC 0.27% Reduce -64.2% 16,875 $742K
HHM Wealth Advisors, LLC 0.10% Add +4.3% 16,870 $741K
Natural Investments, LLC 0.21% — 16,882 $741K
PBMares Wealth Management LLC 0.15% Reduce -0.3% 16,841 $740K
Colonial Trust Co / SC 0.11% Add +2.8% 16,834 $740K
Smith, Moore & Co. 0.07% Add +0.0% 16,823 $739K
Firethorn Wealth Partners, LLC 0.37% Add +0.4% 16,806 $739K
Albert D Mason Inc. 0.49% Reduce -1.3% 16,805 $739K
Saiph Capital, LLC 0.33% Add +2.1% 107,659 $737K
Pine Valley Investments Ltd Liability Co 0.05% Add +1.2% 16,774 $737K
Petros Family Wealth, LLC 0.80% — 16,749 $736K
MBL Wealth, LLC 0.07% Add +0.6% 16,726 $735K
High Net Worth Advisory Group LLC 0.21% No change 16,721 $735K
Community Bank, N.A. 0.09% Reduce -1.2% 16,712 $734K
Continuum Advisory, LLC 0.09% Add +1.4% 16,707 $734K
Crews Bank & Trust 0.12% — 16,706 $734K
Spirepoint Private Client, LLC 0.09% No change 16,689 $733K
WoodTrust Financial Corp 0.10% Add +0.8% 16,683 $733K
Allen Mooney & Barnes Investment Advisors LLC 0.12% Reduce -1.1% 16,658 $732K
Ssi Investment Management LLC 0.26% Reduce -0.1% 16,606 $730K
Sittner & Nelson, LLC 0.32% Add +0.0% 16,597 $729K
First Citizens Financial Corp 0.39% Add +5.9% 16,532 $727K
Staley Capital Advisers Inc. 0.03% No change 16,500 $725K
Delta Asset Management LLC 0.06% Reduce -0.6% 16,472 $724K
Hara Capital LLC 0.46% Reduce -3.5% 16,451 $723K
Fca Corp. 0.22% No change 16,345 $718K
Harmony Asset Management LLC 0.28% Reduce -64.3% 16,334 $718K
Silvia McColl Wealth Management, LLC 0.54% Reduce -0.0% 16,317 $717K
Guyasuta Investment Advisors Inc. 0.04% Add +6.1% 16,299 $716K
Forza Wealth Management, LLC 0.33% No change 16,261 $715K
MRP Capital Investments, LLC 0.65% Reduce -1.5% 16,250 $714K
Moloney Securities Asset Management, LLC 0.10% Reduce -6.6% 16,246 $714K
JT Stratford LLC 0.12% Reduce -7.6% 16,153 $710K
Unique Wealth Strategies, LLC 0.31% Reduce -2.4% 16,146 $710K
Kestra Investment Management, LLC 0.03% Reduce -40.2% 16,116 $708K
Enterprise Bank & Trust Co 0.23% Add +3.4% 16,107 $708K
Farmers Trust Co. 0.13% Reduce -1.0% 16,081 $707K
TCI Wealth Advisors, Inc. 0.06% Reduce -2.3% 16,062 $706K
Sentry Investment Management LLC 0.34% Reduce -51.2% 16,048 $705K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Reduce -4.1% 16,013 $704K
Austin Private Wealth, LLC 0.07% Add +44.6% 15,989 $703K
SYM FINANCIAL Corp 0.09% Add +9.4% 15,985 $703K
Gilbert & Cook, Inc. 0.10% Add +0.2% 15,979 $702K
C2C Wealth Management, LLC 0.65% Add +0.4% 15,971 $702K
Interchange Capital Partners, LLC 0.25% Reduce -4.5% 15,958 $701K
Leavell Investment Management, Inc. 0.03% Add +37.4% 15,951 $701K
Alan B Lancz & Associates, Inc. 0.71% Reduce -3.6% 15,928 $700K
Kazazian Asset Management, LLC 0.55% — 15,879 $698K
General Partner, Inc. 0.42% No change 15,866 $697K
Ascent Wealth Partners, LLC 0.09% Reduce -1.3% 15,865 $697K
Zullo Investment Group, Inc. 0.28% Reduce -0.2% 15,860 $697K
Zuckerman Investment Group, LLC 0.07% Reduce -2.6% 15,060 $696K
Fortitude Advisory Group L.L.C. 0.42% Reduce -1.9% 15,766 $693K
Private Wealth Advisors, LLC 0.30% Add +0.1% 15,753 $692K
Opal Wealth Advisors, LLC 0.21% Add +3.1% 15,752 $692K
Howard Capital Management Group, LLC 0.05% Reduce -19.8% 15,746 $692K
Benedict Financial Advisors Inc. 0.17% Add +32.6% 15,719 $691K
Lakeshore Capital Group, Inc. 1.04% — 15,717 $691K
Harvey Investment Co. LLC 0.08% No change 15,686 $689K
Sky Investment Group LLC 0.13% No change 15,654 $688K
Forte Capital LLC 0.08% Reduce -0.0% 15,645 $688K
Knollwood Investment Advisory, LLC 0.07% No change 15,638 $687K
Deroy & Devereaux Private Investment Counsel Inc. 0.04% Reduce -8.8% 15,630 $687K
Acorn Financial Advisory Services Inc. 0.11% Reduce -2.6% 15,601 $686K
Sciencast Management LP 0.19% Reduce -78.1% 15,588 $685K
Chicago Capital, LLC 0.02% Add +11.4% 15,509 $682K
Wescott Financial Advisory Group, LLC 0.07% Add +2.8% 15,413 $677K
Destination Wealth Management 0.02% Add +34.3% 15,366 $675K
New Hampshire Trust 0.14% Reduce -1.9% 15,321 $673K
Guardian Partners Inc. 0.07% — 14,549 $672K
City State Bank 0.24% Reduce -6.6% 15,268 $671K
Warm Springs Advisors Inc. 0.62% — 15,265 $671K
Spartan Planning & Wealth Management 0.61% — 15,257 $671K
Hilltop National Bank 0.20% Add +1.2% 15,216 $669K
Frisch Financial Group, Inc. 0.20% Add +0.3% 15,197 $668K
Gifford Fong Associates 0.16% No change 15,147 $666K
WNY Asset Management, LLC 0.08% Reduce -25.3% 15,137 $665K
Shoker Investment Counsel, Inc. 0.22% Add +0.3% 15,113 $664K
Intrinsic Value Partners, LLC 0.67% Reduce -1.6% 15,111 $664K
PCG Asset Management, LLC 0.58% — 15,090 $663K
Cassia Capital Partners, LLC 0.42% New 15,086 $663K
Spinnaker Trust 0.04% No change 15,061 $662K
Altiora Financial Group, LLC 0.14% No change 15,010 $660K
First Wilshire Securities Management Inc. 0.18% Reduce -6.3% 14,945 $657K
Oxbow Advisors, LLC 0.08% Reduce -12.6% 14,942 $657K
Dogwood Wealth Management LLC 0.35% Add +24.7% 14,895 $655K
Summit Financial Wealth Advisors, LLC 0.13% Reduce -22.1% 14,165 $655K
Integrity Financial Corp 0.38% Add +0.0% 14,876 $654K
Seven Mile Advisory 0.42% Add +16.6% 14,811 $651K
Savvy Advisors, Inc. 0.08% Add +18.8% 14,798 $650K
Castle Rock Wealth Management, LLC 0.15% Add +0.2% 13,812 $649K
Cerro Pacific Wealth Advisors LLC 0.21% Add +4.8% 16,344 $649K
Warburton Capital Management, LLC 0.49% — 14,754 $648K
Investor's Fiduciary Advisor Network, LLC 0.25% — 14,744 $647K
Towercrest Capital Management 0.10% No change 14,717 $647K
Lantz Financial LLC 0.17% Add +1.9% 14,663 $644K
Drucker Wealth 3.0, LLC 0.15% Reduce -5.4% 14,654 $644K
Rahlfs Capital, LLC 0.64% — 14,650 $644K
Virtue Capital Management, LLC 0.13% Reduce -5.7% 14,604 $642K
First Heartland Consultants, Inc. 0.07% Reduce -2.1% 14,584 $641K
KMG Fiduciary Partners, LLC 0.05% Reduce -0.6% 14,582 $641K
GenTrust, LLC 0.03% Add +11.0% 14,571 $640K
Sunpointe, LLC 0.32% Add +20.3% 14,540 $639K
Optas, LLC 0.14% Add +5.9% 14,537 $639K
Brave Warrior Advisors 0.02% Reduce -35.5% 14,532 $639K
Leslie Global Wealth, LLC 0.30% Add +1.2% 14,525 $638K
Alexander Labrunerie & Co., Inc. 0.29% Reduce -0.4% 14,510 $638K
Baker Ellis Asset Management LLC 0.09% Add +8.2% 14,505 $637K
Financial Management Network Inc. 0.13% Add +0.2% 14,227 $637K
SlateStone Wealth, LLC 0.06% Add +8.0% 14,500 $637K
Richard W. Paul & Associates, LLC 0.23% Reduce -4.7% 14,430 $634K
Paladin Wealth, LLC 0.55% Add +4.3% 14,429 $634K
Bedel Financial Consulting, Inc. 0.09% Add +4.7% 13,458 $634K
Magnolia Capital Advisors LLC 0.16% New 14,416 $634K
HTLF Bank 0.07% Reduce -4.3% 14,411 $633K
Tiemann Investment Advisors, LLC 0.28% Reduce -0.5% 14,400 $633K
MSH Capital Advisors LLC 0.20% Reduce -2.3% 14,368 $631K
Defined Wealth Management, LLC 0.42% Add +0.9% 14,357 $631K
Coign Capital Advisors LLC 0.58% — 14,356 $631K
Ferguson Wellman Capital Management, Inc. 0.01% Add +8.1% 14,355 $631K
Selective Wealth Management, Inc. 0.26% Reduce -9.0% 13,770 $630K
Petix & Botte Co 0.17% No change 14,334 $630K
Alliance Wealth Advisors, LLC 0.36% Reduce -0.8% 14,304 $629K
Wealth Dimensions Group, Ltd. 0.15% Add +127.6% 14,252 $626K
Summit Wealth & Retirement Planning, Inc. 0.19% Add +7.1% 14,218 $625K
Archer Investment Corp 0.17% Add +0.0% 14,193 $624K
Trust Co. of Toledo NA 0.08% Add +6.6% 14,160 $622K
Pathway Financial Advisers, LLC 0.21% Reduce -97.5% 14,142 $622K
Northern Financial Advisors Inc 0.50% Reduce -10.0% 14,131 $621K
McAdam, LLC 0.03% Add +19.2% 14,112 $620K
Turtle Creek Wealth Advisors, LLC 0.14% Add +9.4% 14,110 $620K
Hall Capital Management Co. Inc. 0.29% — 14,096 $620K
Apexium Financial, LP 0.04% Add +0.3% 14,079 $619K
Blake Schutter Theil Wealth Advisors, LLC 0.65% Reduce -56.2% 14,077 $619K
Sheets Smith Wealth Management 0.08% Add +0.9% 14,067 $618K
Main Street Research LLC 0.04% Reduce -0.9% 14,055 $618K
Cascades Capital Asset Management, LLC 0.34% Add +11.8% 14,047 $617K
Outlook Wealth Advisors, LLC 0.18% Add +2.4% 14,044 $617K
AGH Wealth Advisors, LLC 0.57% — 14,031 $617K
Canvas Wealth Advisors, LLC 0.15% Reduce -0.8% 14,009 $616K
Stanley-Laman Group, Ltd. 0.09% No change 14,000 $615K
Sivia Capital Partners, LLC 0.31% Reduce -0.7% 13,997 $615K
Bingham Private Wealth, LLC 0.65% — 13,953 $613K
Brucke Financial, Inc. 0.53% — 13,242 $613K
Advyzon Investment Management, LLC 0.24% — 13,950 $613K
Transamerica Financial Advisors, LLC 0.06% Reduce -2.5% 13,927 $613K
Everstar Asset Management, LLC 0.43% Add +48.3% 13,916 $612K
Revolve Wealth Partners, LLC 0.09% Reduce -12.9% 13,892 $611K
William B. Walkup & Associates, Inc. 0.38% Reduce -1.1% 13,828 $608K
M3 Advisory Group, LLC 0.43% Add +0.4% 13,809 $607K
Acropolis Investment Management, LLC 0.04% Reduce -7.4% 13,797 $606K
Crumly & Associates Inc. 0.16% Reduce -8.3% 13,755 $605K
Gerber Kawasaki Wealth & Investment Management 0.03% Add +0.7% 13,717 $603K
Earned Wealth Advisors, LLC 0.19% Add +19.6% 13,695 $602K
Berger Financial Group, Inc 0.04% Add +0.6% 13,633 $599K
Tyche Wealth Partners LLC 0.13% Reduce -4.5% 13,594 $597K
New Millennium Group LLC 0.35% Reduce -2.8% 13,575 $597K
Cladis Investment Advisory, LLC 0.42% Reduce -0.4% 13,574 $597K
New Covenant Trust Company, N.A. 0.59% Reduce -1.7% 13,582 $596K
Vance Wealth, LLC 0.23% Reduce -9.6% 13,562 $596K
Asahi Life Asset Management Co., LTD. 0.36% Reduce -41.8% 13,560 $596K
Baron Wealth Management LLC 0.28% New 13,558 $596K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.15% Reduce -18.1% 13,548 $595K
Hanover Advisors Inc. 0.25% Reduce -0.8% 13,497 $593K
Parkshore Wealth Management, Inc. 0.36% — 13,494 $593K
Consolidated Portfolio Review Corp 0.09% Add +4.7% 13,478 $592K
Private Management Group Inc. 0.02% Reduce -3.5% 13,465 $592K
ABLE Financial Group, LLC 0.17% Add +20.0% 13,459 $592K
Hudock, Inc. 0.10% Add +0.2% 13,447 $591K
Clearview Wealth Advisors LLC 0.45% Reduce -1.0% 13,441 $591K
Marble Harbor Investment Counsel, LLC 0.06% Reduce -9.3% 13,400 $589K
Floyd Financial Group LLC 0.48% — 13,050 $589K
Copley Financial Group, Inc. 0.45% Reduce -3.5% 13,368 $588K
Koss-Olinger Consulting, LLC 0.05% Add +73.0% 13,363 $587K
Foster Victor Wealth Advisors, LLC 0.04% Add +3.9% 12,588 $586K
Brandywine Trust Co. 0.09% No change 13,326 $586K
Aristotle Capital Management, LLC 0.00% No change 13,300 $585K
Sherbrooke Park Advisers LLC 0.19% Reduce -49.4% 13,299 $584K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Add +38.9% 13,288 $584K
Garden State Investment Advisory Services LLC 0.18% Add +0.3% 13,272 $584K
Private Portfolio Partners LLC 0.11% Reduce -2.4% 13,276 $584K
Bay Rivers Group 0.28% Reduce -1.4% 13,256 $583K
Mayfair Advisory Group, LLC 0.34% Add +12.8% 13,235 $582K
Marino, Stram & Associates LLC 0.13% Add +1.7% 13,204 $580K
WealthCare Investment Partners, LLC 0.25% Add +1.6% 13,098 $580K
Smith Anglin Financial, LLC 0.05% Add +1.4% 13,193 $580K
Gemmer Asset Management LLC 0.06% Add +1.8% 13,183 $579K
Wambolt & Associates, LLC 0.19% Reduce -8.9% 13,168 $579K
Burns J W & Co. Inc. 0.07% Reduce -3.8% 13,150 $578K
Kelly Lawrence W & Associates Inc. 0.14% No change 13,146 $578K
First National Bank of Hutchinson 0.35% New 13,113 $576K
Raleigh Capital Management Inc. 0.22% Reduce -2.4% 13,097 $576K
Lakeshore Financial Planning, Inc. 0.24% Reduce -5.8% 13,029 $573K
Adirondack Trust Co. 0.22% No change 12,947 $569K
Brandywine Oak Private Wealth LLC 0.06% Add +30.1% 12,898 $567K
Bond & Devick Financial Network, Inc. 0.24% No change 14,237 $565K
Citizens National Bank Trust Department 0.12% Reduce -13.5% 12,850 $565K
UNIVEST FINANCIAL Corp 0.04% Reduce -8.3% 12,846 $565K
Albion Financial Group 0.04% Add +0.5% 12,826 $564K
LongView Wealth Management 0.17% Add +12.3% 12,823 $564K
Ergawealth Advisors, Inc. 0.28% No change 12,800 $563K
Verum Partners LLC 0.16% Add +0.7% 12,770 $561K
Thrive Capital Management, LLC 0.26% Reduce -1.6% 12,751 $560K
Life Planning Partners, Inc 0.52% Reduce -9.4% 12,742 $560K
Financial Life Planners 0.47% — 12,738 $560K
MV Capital Management, Inc. 0.06% Reduce -0.2% 12,706 $558K
Cordgrass Capital Advisors, LLC 0.16% Reduce -1.9% 12,691 $558K
American Money Management, LLC 0.11% Add +98.0% 12,664 $557K
Optimum Investment Advisors 0.25% No change 12,659 $556K
RD Lewis Holdings, Inc. 0.61% — 11,728 $556K
Eagle Harbor Asset Management Inc. 0.56% Reduce -4.3% 12,629 $555K
Thrive Wealth Management, LLC 0.10% Reduce -1.6% 12,624 $555K
Silver Lake Advisory, LLC 0.24% Add +0.6% 12,622 $555K
Leo Wealth, LLC 0.05% Add +5.0% 12,600 $554K
Permanent Capital Management, LP 0.17% — 12,575 $553K
Aberdeen Wealth Management LLC 0.38% No change 12,558 $552K
Ariadne Wealth Management, LP 0.25% Add +0.6% 11,815 $551K
Machina Capital S.A.S. 0.23% Reduce -24.6% 12,529 $551K
Clarus Group, Inc. 0.20% Add +0.3% 12,522 $550K
Pacific Sun Financial Corp 0.30% No change 12,505 $550K
Guidance Point Advisors, LLC 0.16% Reduce -3.9% 12,502 $549K
JB Capital LLC 0.03% Reduce -3.9% 12,481 $549K
ORG Partners LLC 0.08% Add +4.2% 12,469 $548K
Barry Investment Advisors, LLC 0.18% Reduce -15.9% 12,467 $548K
Arcataur Capital Management LLC 0.18% No change 12,438 $547K
Versant Capital Management, Inc 0.12% Add +43.7% 12,436 $547K
First National Bank of Omaha 0.04% Reduce -8.4% 12,434 $546K
Founders Capital Management, LLC 0.10% No change 12,431 $546K
Millstone Evans Group, LLC 0.37% — 12,427 $546K
Sax Wealth Advisors, LLC 0.04% New 12,417 $546K
Kapstone Financial Advisors LLC 0.29% Reduce -7.2% 11,668 $545K
Morton Capital Management LLC 0.10% Add +0.1% 12,407 $545K
Morton Brown Family Wealth, LLC 0.19% Add +1.6% 12,387 $544K
Cape Investment Advisory, Inc. 0.21% Reduce -2.3% 12,329 $542K
Wallace Advisory Group, LLC 0.37% Reduce -19.0% 13,611 $540K
Rise Advisors, LLC 0.26% Reduce -0.4% 12,232 $538K
Thompson David Blair 0.39% — 12,232 $538K
Purkiss Capital Advisors LLC 0.46% — 12,231 $538K
Weik Capital Management 0.22% No change 12,230 $538K
Patron Partners, LLC 0.29% Reduce -1.2% 12,202 $536K
Mine & Arao Wealth Creation & Management, LLC. 0.24% Reduce -1.0% 12,148 $534K
Schrum Private Wealth Management LLC 0.45% Reduce -48.9% 12,146 $534K
KKM Financial LLC 0.22% Reduce -55.8% 12,145 $534K
Tradition Wealth Management, LLC 0.05% Reduce -2.8% 12,121 $533K
Montchanin Asset Management, LLC 0.52% No change 12,100 $532K
United Community Bank 0.21% Add +0.7% 12,081 $531K
Mma Asset Management LLC 0.23% New 12,080 $531K
Richards, Merrill & Peterson, Inc. 0.28% — 12,072 $531K
Drake & Associates, LLC 0.15% Reduce -7.9% 11,188 $530K
Altus Wealth Group LLC 0.23% Add +1.2% 12,065 $530K
Warther Private Wealth, LLC 0.18% Reduce -63.4% 12,019 $528K
Hayek Kallen Investment Management 0.19% Add +2.0% 12,022 $528K
Sigma Investment Counselors Inc. 0.03% No change 11,993 $527K
Traphagen Investment Advisors LLC 0.05% Add +11.7% 11,991 $527K
Hazlett, Burt & Watson, Inc. 0.23% Reduce -4.0% 11,964 $527K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.23% Reduce -55.6% 12,000 $527K
Regent Peak Wealth Advisors LLC 0.12% Add +10.3% 11,971 $526K
Cim Investment Management Inc. 0.15% Reduce -0.7% 11,968 $526K
Cahaba Wealth Management, Inc. 0.04% Add +0.2% 11,949 $525K
My Legacy Advisors, LLC 0.20% Add +9.2% 11,115 $523K
S.A. Mason LLC 0.27% Reduce -28.3% 11,908 $523K
Ridgecrest Wealth Partners, LLC 0.28% No change 11,882 $522K
TRUE Private Wealth Advisors 0.06% Reduce -0.8% 11,877 $522K
Five Oceans Advisors 0.24% Add +1.2% 11,869 $522K
WealthPlan Investment Management, LLC 0.05% Reduce -66.3% 11,868 $522K
Mowery & Schoenfeld Wealth Management, LLC 1.01% New 11,856 $521K
Bank & Trust Co 0.44% No change 11,853 $521K
Ledyard National Bank 0.05% Reduce -0.5% 11,837 $520K
Activest Wealth Management 0.15% Reduce -14.2% 11,833 $520K
Verus Capital Partners, LLC 0.05% Reduce -17.6% 11,828 $520K
Trust Co of the South 0.11% Add +2.7% 11,813 $519K
Kentucky Trust Co 0.30% — 11,799 $519K
First Financial Corp. 0.24% Add +10.4% 11,778 $518K
Werba Rubin Papier Wealth Management 0.12% Add +7.1% 11,778 $518K
VeraBank, N.A. 0.15% Reduce -0.4% 11,769 $517K
Cypress Wealth Services, LLC 0.10% Add +5.5% 11,755 $517K
IFG Advisors, LLC 0.10% Reduce -0.1% 11,745 $516K
Gallagher Fiduciary Advisors, LLC 0.10% Add +58.8% 11,733 $516K
O'ROURKE & COMPANY, Inc 0.25% Reduce -5.4% 11,728 $515K
First Affirmative Financial Network 0.30% Add +1.1% 11,724 $515K
M.E. Allison & Co., Inc. 0.57% — 11,683 $513K
Hemington Wealth Management 0.13% Add +5.5% 11,685 $513K
Obsidian Cio, LLC 0.09% Add +62.2% 11,651 $512K
Twin City Private Wealth, LLC 0.45% Add +4.8% 11,642 $512K
Union Savings Bank 0.25% Reduce -1.7% 11,636 $511K
LMG Wealth Partners, LLC 0.11% Add +1.2% 11,622 $511K
WMS Partners, LLC 0.03% Add +15.9% 11,607 $510K
Sawyer & Company, Inc 0.19% Reduce -3.0% 11,607 $510K
McHugh Group, LLC 0.39% — 11,590 $509K
Intrua Financial, LLC 0.08% Add +12.8% 11,588 $509K
Bay Capital Advisors, LLC 0.41% — 11,523 $506K
Garde Capital, Inc. 0.03% Add +24.6% 11,479 $505K
Triton Wealth Management, PLLC 0.26% Add +20.8% 11,138 $504K
Signature Estate & Investment Advisors LLC 0.01% Add +6.4% 11,472 $504K
Summitry LLC 0.02% Reduce -5.9% 11,470 $504K
Bradyco, Inc. 0.31% — 11,452 $503K
City Center Advisors, LLC 0.56% Reduce -0.6% 11,451 $503K
Beckerman Institutional, LLC 0.40% Add +50.2% 11,456 $503K
Park Capital Management, LLC / WI 0.60% — 11,432 $502K
Benin Management CORP 0.14% No change 11,431 $502K
New Century Financial Group, LLC 0.21% Reduce -9.9% 11,210 $502K
Geller Advisors LLC 0.03% Add +1.5% 11,422 $502K
Facet Wealth, Inc. 0.01% Add +45.0% 10,590 $502K
Sunflower Bank, N.A. 0.14% Reduce -0.1% 11,421 $502K
Financial Management Professionals, Inc. 0.06% Add +7.6% 11,411 $502K
Angeles Investment Advisors, LLC 0.02% Reduce -3.0% 11,409 $501K
Crawford Investment Counsel Inc. 0.01% Reduce -3.0% 11,378 $500K
Point Windward Advisors Inc. 0.19% Reduce -4.2% 11,350 $499K
Pacific Sage Partners, LLC 0.11% No change 11,336 $498K
Apella Capital, LLC 0.02% Add +4.3% 11,333 $498K
Sage Capital Advisors,llc 0.13% Add +78.7% 11,331 $498K
Tilson Financial Group, Inc. 0.20% Reduce -0.2% 11,339 $498K
Keystone Financial Services 0.19% Add +3.2% 11,328 $498K
Oak Asset Management, LLC 0.18% Reduce -0.3% 11,319 $497K
Rice Partnership, LLC 0.09% Reduce -6.2% 11,311 $497K
RiverGlades Family Offices LLC 0.35% No change 11,300 $497K
Freedom Day Solutions, LLC 0.15% No change 11,289 $496K
Wealthspire Retirement, LLC 0.04% Add +0.2% 11,288 $496K
Trek Financial, LLC 0.04% Add +1.7% 11,273 $495K
Patten Group, Inc. 0.11% Reduce -15.7% 11,260 $495K
Bulltick Wealth Management, LLC 0.12% New 11,250 $494K
Keebeck Wealth Management 0.07% Add +5.7% 11,226 $493K
Verus Financial Partners, Inc. 0.06% Reduce -0.1% 10,935 $493K
Seeds Investor LLC 0.14% Add +18.9% 11,223 $493K
Cohen & Steers, Inc. 0.00% Add +5.3% 11,190 $492K
Johnson Financial Group, Inc. 0.02% Reduce -73.2% 10,614 $491K
Amplius Wealth Advisors, LLC 0.05% Add +3.7% 11,167 $491K
Addison Capital Co 0.20% Reduce -3.4% 11,152 $490K
Beta Wealth Group, Inc. 0.22% Add +9.8% 11,111 $488K
Middleton & Co. Inc. 0.05% Reduce -6.6% 11,101 $488K
Sara-Bay Financial 0.18% No change 11,100 $487K
Debussy Capital Management LP 0.07% Add +83.8% 10,333 $487K
Private Wealth Partners, LLC 0.04% Reduce -38.4% 11,070 $487K
Atwood & Palmer Inc. 0.03% Reduce -8.3% 11,052 $486K
Mezzasalma Advisors, LLC 0.16% Add +23.8% 11,043 $485K
Cahill Financial Advisors Inc. 0.07% Reduce -9.8% 11,039 $485K
Greenwood Gearhart LLC 0.03% New 11,031 $485K
Chiron Capital Management, LLC 0.46% Reduce -4.5% 11,028 $485K
Semus Wealth Partners LLC 0.32% Reduce -2.4% 11,013 $484K
Regatta Capital Group, LLC 0.09% Reduce -14.0% 11,005 $484K
JGP Wealth Management, LLC 0.06% Reduce -5.0% 10,984 $483K
Townsend Asset Management Corp. /NC/ 0.18% Add +0.2% 10,973 $482K
Lincoln Capital Corp. 0.20% Reduce -10.7% 10,958 $482K
Klingman & Associates, LLC 0.03% Reduce -1.8% 10,936 $481K
Oldfather Financial Services, LLC 0.18% Add +1.2% 10,894 $479K
First American Trust, FSB 0.05% Reduce -9.7% 10,892 $479K
Cottonwood Capital Advisors, LLC 0.34% Add +37.2% 10,844 $477K
Sollinda Capital Management LLC 0.13% No change 10,840 $476K
Cascade Financial Partners, LLC 0.06% Add +1.0% 10,832 $476K
New Republic Capital, LLC 0.31% Reduce -36.8% 10,831 $476K
Toth Financial Advisory Corp. 0.06% Add +0.1% 10,825 $476K
Waddell & Associates, LLC 0.05% Add +30.9% 10,824 $476K
Arlington Trust Co LLC 0.10% Add +2.7% 10,790 $474K
TBH Global Asset Management, LLC 0.11% Add +0.0% 10,789 $474K
Mountain Pacific Investment Advisers LLC 0.03% Add +10.7% 10,786 $474K
Retirement Planning Group, LLC / NY 0.52% — 10,772 $473K
Vicus Capital 0.04% Add +4.7% 10,759 $473K
First Foundation Advisors 0.02% Reduce -7.9% 10,757 $473K
Cozad Asset Management Inc. 0.04% No change 10,734 $472K
Financial Council, LLC 0.24% Add +6.8% 10,706 $471K
Wellspring Financial Advisors, LLC 0.05% Reduce -36.4% 10,700 $470K
Franklin Street Advisors Inc. 0.03% Reduce -6.4% 10,697 $470K
Pacific Global Investment Management Co. 0.60% Reduce -95.5% 10,661 $469K
Kintra Wealth, LLC 0.33% Reduce -2.4% 10,659 $468K
Cutter & CO Brokerage, Inc. 0.11% Reduce -5.2% 10,639 $468K
Triad Wealth Partners, LLC 0.17% New 10,611 $466K
XY Capital Ltd 0.52% New 10,610 $466K
Confluence Investment Management LLC 0.01% No change 10,591 $465K
Promethium Advisors,llc 0.32% Reduce -2.5% 10,590 $465K
Integris Wealth Management, LLC 0.13% Reduce -0.9% 10,588 $465K
Van Strum & Towne Inc. 0.16% Add +7.6% 10,574 $465K
Delta Investment Management, LLC 0.09% Add +0.3% 10,574 $465K
Wedge Capital Management L L P 0.01% No change 10,551 $464K
Twin Focus Capital Partners, LLC 0.07% Reduce -14.2% 10,534 $463K
Sfmg, LLC 0.04% Add +1.3% 10,501 $462K
Boyd Watterson Asset Management LLC 0.13% Reduce -0.2% 10,500 $461K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.18% Add +75.1% 10,496 $461K
Certified Advisory Corp 0.05% Reduce -0.6% 10,445 $459K
MKT Advisors LLC 0.20% Add +20.7% 9,866 $459K
Net Worth Advisory Group 0.14% Add +78.1% 10,409 $457K
Eaton Financial Holdings Company, LLC 0.18% Reduce -15.6% 10,392 $457K
Brave Asset Management Inc. 0.14% No change 10,375 $456K
TFR Capital, LLC. 0.23% — 10,361 $455K
Essex Bank 0.11% Add +2.6% 10,359 $455K
Executive Wealth Management, LLC 0.04% Add +2.6% 10,322 $454K
Select Asset Management & Trust 0.18% Reduce -0.6% 10,307 $453K
Onyx Bridge Wealth Group LLC 0.07% Add +4.8% 10,305 $453K
Cornerstone Management, Inc. 0.09% No change 10,300 $453K
Smith Chas P & Associates Pa Cpas 0.03% Reduce -0.4% 10,289 $452K
HBW Advisory Services LLC 0.05% Reduce -23.1% 10,257 $451K
Clark Financial Services Group Inc. 0.34% Add +0.5% 10,215 $449K
Schorn Wealth LLC 0.15% New 10,200 $448K
Cary Street Partners Investment Advisory LLC 0.29% Reduce -92.1% 10,191 $448K
BHK Investment Advisors, LLC 0.17% Add +34.1% 10,180 $447K
Adamsbrown Wealth Consultants LLC 0.15% Add +0.6% 10,174 $447K
Pathway Financial Advisors LLC 0.10% No change 10,163 $447K
Breed's Hill Capital LLC 0.23% Add +45.3% 10,152 $446K
Elevated Capital Advisors, LLC 0.12% Add +29.7% 10,152 $446K
Gould Asset Management LLC 0.09% Add +9.3% 10,144 $446K
Crabel Capital Management, LLC 1.44% New 10,118 $445K
Southeast Asset Advisors, LLC 0.05% Add +0.0% 10,113 $444K
HC Advisors, LLC 0.36% Add +15.3% 10,104 $444K
D L Carlson Investment Group Inc. 0.08% Reduce -9.3% 10,092 $444K
Foster Group, Inc. 0.02% Add +1.2% 10,082 $443K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -74.6% 10,074 $443K
Channel Wealth LLC 0.14% Add +3.7% 10,071 $443K
Secure Asset Management, LLC 0.07% Reduce -27.6% 10,052 $442K
Cherrydale Wealth Management, LLC 0.17% Add +4.1% 10,027 $441K
Allred Capital Management, LLC 0.17% Add +0.6% 10,015 $440K
Red Wave Investments LLC 0.15% No change 9,991 $439K
Occidental Asset Management, LLC 0.07% Add +2.0% 9,985 $439K
Beirne Wealth Consulting Services, LLC 0.16% Reduce -2.8% 9,947 $437K
Romano Brothers and Company 0.06% Add +1.1% 9,947 $437K
Affinity Capital Advisors, LLC 0.08% Reduce -11.6% 9,472 $436K
Alliance Wealth Management Group 0.12% No change 9,929 $436K
Fi3 FINANCIAL ADVISORS, LLC 0.16% Add +4.1% 9,912 $436K
DT Investment Partners, LLC 0.04% Reduce -32.9% 9,909 $436K
Stone Summit Wealth LLC 0.15% Reduce -4.8% 9,900 $435K
FDx Advisors, Inc. 0.13% Reduce -5.5% 9,897 $435K
Aveo Capital Partners, LLC 0.05% Add +3.0% 9,886 $434K
Riversedge Advisors, LLC 0.10% Add +4.7% 9,866 $434K
Bruce G. Allen Investments, LLC 0.35% Add +6.7% 9,854 $433K
St Germain D J Co. Inc. 0.02% Add +19.1% 9,846 $433K
Walker Asset Management, LLC 0.27% Add +1.6% 9,844 $433K
Veracity Capital LLC 0.16% Reduce -0.1% 9,831 $432K
BBR Partners, LLC 0.03% Add +22.1% 9,816 $431K
Orrstown Financial Services Inc. 0.12% No change 9,793 $430K
Tradewinds Capital Management, LLC 0.11% Add +1.2% 9,774 $430K
Lokken Investment Group LLC 0.19% Reduce -0.6% 9,765 $429K
Obsidian Personal Planning Solutions LLC 0.21% Reduce -0.1% 9,264 $429K
Paces Ferry Wealth Advisors, LLC 0.21% Reduce -2.0% 9,733 $428K
BOS Asset Management, LLC 0.15% Reduce -0.8% 9,724 $427K
One Wealth Advisors, LLC 0.06% Reduce -1.9% 9,716 $427K
J. L. Bainbridge & Co., Inc. 0.04% Add +0.7% 9,660 $425K
Vaughan David Investments LLC 0.01% Reduce -31.7% 9,658 $424K
Mindset Wealth Management, LLC 0.15% Reduce -20.3% 9,645 $424K
Centurion Wealth Management LLC 0.13% Add +1.5% 9,637 $424K
Consilium Wealth Advisory, LLC 0.20% No change 9,633 $423K
Kavar Capital Partners Group, LLC 0.07% Reduce -3.0% 9,626 $423K
Rosenberg Matthew Hamilton 0.11% Add +2.9% 9,618 $423K
Campbell Deegan Wealth Management, LLC 0.50% — 9,559 $420K
Bath Savings Trust Co 0.04% Reduce -0.7% 9,554 $420K
Chatham Capital Group, Inc. 0.07% Reduce -2.0% 9,549 $420K
Catherine Avery Investment Management LLC 0.37% — 9,531 $419K
Flagship Wealth Advisors, LLC 0.25% — 9,516 $418K
Dover Advisors, LLC 0.24% Reduce -6.4% 9,495 $417K
Argyle Capital Partners, LLC 0.36% — 9,475 $416K
Strategic Advocates LLC 0.14% Reduce -46.1% 9,474 $416K
Oxford Financial Group, LTD. LLC 0.03% Reduce -4.7% 9,455 $416K
Edgar Lomax Co. 0.03% New 9,455 $416K
Aigen Investment Management, LP 0.07% Reduce -92.5% 9,438 $415K
Arthur M. Cohen & Associates, LLC 0.07% Add +0.6% 9,418 $414K
RS Crum Inc. 0.10% Reduce -5.9% 9,397 $413K
Almanack Investment Partners, LLC. 0.06% Reduce -0.0% 9,391 $413K
BlueChip Wealth Advisors LLC 0.23% Reduce -9.4% 9,389 $413K
Financial Security Advisor, Inc. 0.10% Add +0.2% 9,324 $410K
Townsend & Associates, Inc 0.04% No change 8,778 $410K
KWB Wealth 0.05% Reduce -1.5% 10,310 $409K
Postrock Partners LLC 0.20% — 9,271 $407K
Round Hill Asset Management 0.29% Reduce -15.7% 9,265 $407K
Black Swift Group, LLC 0.09% No change 9,250 $407K
Realta Investment Advisors 0.17% Add +146.5% 9,064 $406K
WealthPLAN Partners, LLC 0.06% Add +5.5% 9,228 $406K
Essex LLC 0.09% New 9,221 $405K
Powers Advisory Group, LLC 0.20% Add +2.3% 9,220 $405K
Cooper/Haims Advisors, LLC 0.23% Add +6.7% 9,218 $405K
Resolute Wealth Strategies, LLC 0.21% Add +0.1% 9,218 $405K
Carr Financial Group Corp 0.13% Reduce -2.2% 9,211 $405K
TCFG Wealth Management, LLC 0.20% No change 9,179 $403K
Arbor Trust Wealth Advisors, LLC 0.19% Reduce -6.9% 9,175 $403K
Impact Capital Partners LLC 0.14% — 9,141 $402K
New England Professional Planning Group Inc. 0.20% Reduce -4.6% 9,139 $402K
Straightline Group LLC 0.26% — 9,130 $401K
Cardinal Strategic Wealth Guidance 0.13% New 9,130 $401K
Blodgett Wealth Advisors, LLC 0.31% Add +0.1% 9,102 $400K
Greystone Financial Group, LLC 0.07% No change 9,099 $400K
Hyperion Capital Advisors LP 0.20% No change 9,081 $399K
Bordeaux Wealth Advisors LLC 0.06% Add +22.4% 9,048 $398K
Jacobsen Capital Management 0.17% Reduce -0.8% 9,029 $397K
Baltimore-Washington Financial Advisors, Inc. 0.02% Add +0.7% 9,026 $397K
Southland Equity Partners LLC 0.09% Add +2.6% 9,016 $396K
Private Capital Management, LLC 0.04% Add +0.0% 9,000 $396K
Poinciana Advisors Group, LLC 0.40% — 8,998 $395K
Eagle Wealth Strategies LLC 0.29% Add +1.5% 8,973 $394K
Quantum Financial Advisors, LLC 0.06% No change 8,970 $394K
Charles Schwab Trust Co 0.03% No change 8,955 $394K
Arbor Investment Advisors, LLC 0.06% Reduce -35.5% 8,950 $393K
Crux Wealth Advisors 0.22% — 8,944 $393K
Nadler Financial Group, Inc. 0.04% Reduce -4.3% 8,926 $392K
PUREfi Wealth, LLC 0.38% — 8,923 $392K
Legacy Capital Wealth Partners, LLC 0.10% Add +4.4% 8,914 $392K
Flaharty Asset Management, LLC 0.06% Reduce -25.4% 8,913 $392K
Founders Financial Securities LLC 0.04% Add +13.2% 8,906 $391K
Van Hulzen Asset Management, LLC 0.03% Reduce -71.8% 8,904 $391K
London Co. of Virginia 0.00% Reduce -1.6% 8,898 $391K
Prossimo Advisors, LLC 0.28% Add +2.5% 8,880 $390K
Whitaker-Myers Wealth Managers, LTD. 0.11% New 8,861 $389K
Zions Bancorporation, N.A. 0.02% Add +2.3% 8,851 $389K
Centerpoint Advisory Group 0.38% — 8,850 $389K
Kolinsky Wealth Management, LLC 0.24% Add +0.8% 8,845 $389K
Jackson Hole Capital Partners, LLC 0.08% Add +0.0% 8,834 $388K
LCNB Corp. 0.14% Reduce -1.9% 8,832 $388K
Jag Capital Management, LLC 0.05% Add +8.0% 8,830 $388K
Park Place Capital Corp 0.11% No change 8,829 $388K
MBA Advisors LLC 0.20% Add +2.4% 8,819 $388K
Core Wealth Partners LLC 0.22% Add +10.4% 8,818 $388K
Tandem Wealth Advisors LLC 0.20% Add +13.8% 8,804 $387K
Range Financial Group LLC 0.18% New 8,757 $385K
Lebenthal Global Advisors, LLC 0.07% Add +61.2% 8,743 $384K
TrueWealth Advisors, LLC 0.13% Reduce -8.6% 8,716 $383K
Mill Creek Capital Advisors, LLC 0.01% Add +11.1% 8,711 $383K
Catalyst Capital Advisors LLC 0.01% Reduce -67.0% 8,707 $383K
Clarity Capital Partners LLC 0.20% Add +16.1% 8,695 $382K
American Trust 0.03% Reduce -8.8% 8,694 $382K
Sonata Capital Group Inc. 0.16% Reduce -6.5% 8,700 $382K
Encompass More Asset Management 0.13% Add +11.3% 8,686 $382K
Traveka Wealth, LLC 0.21% Add +2.7% 8,685 $382K
Valley National Advisers Inc. 0.07% Add +0.1% 8,685 $381K
Grey Ledge Advisors, LLC 0.10% Add +0.9% 8,665 $381K
BG Investment Services, LLC 0.38% — 8,655 $380K
Ethos Financial Group, LLC 0.05% Add +12.7% 8,650 $380K
Alpha Financial Partners LLC 0.30% New 8,650 $380K
Ti-Trust, Inc. 0.25% No change 8,646 $380K
Provenance Wealth Advisors, LLC 0.05% Reduce -76.7% 8,628 $379K
Sendero Wealth Management, LLC 0.06% No change 8,627 $379K
Clearstead Trust, LLC 0.08% Add +866.9% 8,605 $378K
Financial Perspectives, Inc 0.13% Add +8.9% 8,605 $378K
Fire Capital Management LLC 0.28% — 8,584 $377K
Warwick Investment Management, Inc. 0.08% Reduce -1.4% 8,565 $376K
Maxele Advisors, LLC 0.36% — 8,557 $376K
Abel Hall, LLC 0.24% Add +3.2% 8,546 $376K
Coyle Financial Counsel LLC 0.12% Add +11.2% 8,531 $375K
Consilio Wealth Advisors, LLC 0.15% Reduce -3.5% 8,520 $374K
Marshall Financial Group Inc. 0.11% Add +0.6% 8,515 $374K
Westshore Wealth, LLC 0.15% No change 8,509 $374K
Motco 0.04% No change 8,501 $374K
Fort Point Capital Partners LLC 0.04% Reduce -3.3% 8,486 $373K
Breakthru Advisory Services, LLC 0.34% — 8,452 $371K
Meridian Wealth Partners, LLC 0.06% Add +1.4% 8,450 $371K
Cascade Investment Group, Inc. 0.27% Add +5.8% 8,443 $371K
Accredited Investor Services, LLC 0.30% — 8,432 $371K
JCIC Asset Management Inc. 0.15% Add +9.4% 8,430 $370K
Sandy Cove Advisors, LLC 0.15% Add +10.4% 8,427 $370K
Balboa Wealth Partners 0.08% New 8,419 $370K
Axis Wealth Partners, LLC 0.31% — 8,413 $370K
Successful Portfolios LLC 0.25% Add +1.2% 8,395 $369K
Sequent Planning LLC 0.14% Reduce -7.5% 8,391 $369K
DDFG, Inc 0.11% No change 8,381 $368K
Vista Capital Partners, Inc. 0.04% Add +6.6% 8,379 $368K
Roehl & Yi Investment Advisors, LLC 0.20% — 8,366 $368K
Trilogy Capital Inc. 0.02% Add +1.1% 8,351 $367K
Birch Financial Group, LLC 0.41% — 8,319 $366K
Keudell/Morrison Wealth Management 0.10% Add +2.8% 8,291 $364K
J. W. Coons Advisors, LLC 0.09% No change 8,286 $364K
Kozak & Associates, Inc. 0.08% Add +2.5% 8,119 $364K
Annex Advisory Services, LLC 0.01% Add +4.7% 8,267 $363K
Novak & Powell Financial Services, Inc. 0.22% Add +0.1% 8,266 $363K
Old North State Wealth Management, LLC 0.20% Add +1.6% 8,262 $363K
Northwest Wealth Management, LLC 0.08% Add +29.7% 8,260 $363K
Decker Retirement Planning Inc. 0.21% — 8,255 $363K
Sanders Morris Harris LLC 0.05% No change 8,180 $363K
WealthBridge Capital Management, LLC 0.10% Add +1.4% 8,238 $362K
Centerpoint Advisors, LLC 0.13% Reduce -0.3% 8,247 $362K
Alliance Wealth Advisors, LLC 0.09% Add +1.3% 8,223 $361K
OneAscent Family Office, LLC 0.65% — 8,168 $359K
Archford Capital Strategies, LLC 0.05% Add +0.6% 8,160 $359K
Insight Wealth Strategies, LLC 0.05% Add +4.6% 8,151 $358K
Evermay Wealth Management LLC 0.05% Reduce -6.7% 8,145 $358K
1834 Investment Advisors Co. 0.05% Reduce -13.6% 8,134 $357K
United Bank 0.04% Reduce -2.3% 8,118 $357K
Hengehold Capital Management LLC 0.03% Add +3.8% 8,113 $357K
Northwest Quadrant Wealth Management, LLC 0.08% Add +8.5% 8,108 $356K
Lockerman Financial Group, Inc. 0.61% Add +6.7% 8,101 $356K
New World Advisors LLC 0.09% Reduce -1.2% 8,100 $356K
Great Diamond Partners, LLC 0.09% Reduce -1.0% 8,096 $356K
CPC Advisors, LLC 0.05% Add +2.9% 8,092 $356K
CFM Wealth Partners LLC 0.06% No change 8,083 $355K
SC&H Financial Advisors, Inc. 0.07% Reduce -2.4% 8,077 $355K
Harold Davidson & Associates Inc. 0.17% — 8,061 $354K
Financial Advisors, LLC 0.07% No change 8,061 $354K
Community Trust & Investment Co. 0.02% Add +0.2% 8,052 $354K
Chung Wu Investment Group, LLC 0.36% — 8,050 $354K
Strategic Family Wealth Counselors, L.L.C. 0.12% Add +46.4% 8,043 $353K
Cache Advisors, LLC 0.15% — 8,036 $353K
Stablepoint Partners, LLC 0.06% Reduce -5.6% 8,033 $353K
Mirador Capital Partners LP 0.06% Reduce -0.6% 8,028 $353K
Integrity Wealth Advisors, Inc. 0.26% — 8,014 $352K
Adero Partners, LLC 0.02% Add +14.2% 7,988 $351K
Smith & Howard Wealth Management, LLC 0.10% Reduce -59.5% 7,961 $350K
Miramar Capital, LLC 0.08% Reduce -13.6% 7,918 $348K
Tsfg, LLC 0.07% Add +9.4% 7,905 $347K
Ellis Investment Partners, LLC 0.07% Reduce -15.8% 7,894 $347K
Ameliora Wealth Management Ltd. 0.13% Add +3712.6% 7,892 $347K
Hardy Reed LLC 0.03% No change 7,877 $346K
WealthTrak Capital Management LLC 0.29% — 7,875 $346K
Hall Laurie J Trustee 0.11% No change 7,857 $346K
Fortress Private Ledger, LLC 0.21% — 7,868 $346K
Pflug Koory, LLC 0.02% No change 7,850 $345K
Pinnacle Wealth Management Group, Inc. 0.21% No change 7,848 $345K
Osborne Partners Capital Management, LLC 0.02% Reduce -1.1% 7,841 $345K
Indiana Trust & Investment Management Co 0.12% Add +3.1% 7,836 $344K
May Hill Capital, LLC 0.13% — 7,834 $344K
CoreFirst Bank & Trust 0.20% No change 7,798 $343K
CLG LLC 0.12% — 7,789 $342K
AXS Investments LLC 0.10% Reduce -5.4% 7,788 $342K
Capital Advisors, Ltd. LLC 0.04% Add +2.6% 7,786 $342K
Websterrogers Financial Advisors, LLC 0.12% No change 7,778 $342K
Summit Financial Strategies, Inc. 0.04% Reduce -8.5% 7,776 $342K
Kagan Cocozza Asset Management 0.28% — 7,766 $341K
Burt Wealth Advisors 0.09% No change 7,758 $341K
Pinion Investment Advisors, LLC 0.14% Add +0.1% 7,757 $341K
Cardinal Capital Management, Inc. 0.01% Reduce -8.0% 7,757 $341K
Madison Park Capital Advisors, LLC 0.27% Add +4.3% 7,747 $340K
Retirement Planning Group, LLC 0.02% Add +0.9% 7,741 $340K
Investment Advisory Group, LLC 0.11% Reduce -0.3% 7,734 $340K
Ring Mountain Capital, LLC 0.23% — 7,726 $340K
Novem Group 0.05% — 7,721 $339K
Duncan Williams Asset Management, LLC 0.13% New 7,721 $339K
Royal Fund Management, LLC 0.04% Reduce -1.1% 7,705 $339K
TriaGen Wealth Management LLC 0.11% No change 7,704 $339K
Planned Solutions, Inc. 0.14% No change 7,698 $338K
Lodestar Private Asset Management LLC 0.04% Add +0.2% 7,690 $338K
CBIZ Investment Advisory Services, LLC 0.02% Add +530.0% 7,680 $338K
Sutton Place Investors LLC 0.20% Add +6.5% 7,662 $337K
Root Financial Partners, LLC 0.04% Add +49.8% 7,639 $336K
Visionary Horizons, LLC 0.22% Reduce -5.5% 7,632 $335K
Kelly Financial Group LLC 0.12% — 7,632 $335K
Bluespring Wealth Management, LLC 0.03% Add +1.9% 7,627 $335K
Sachetta, LLC 0.13% Add +0.8% 7,617 $335K
Hickory Asset Management, Inc. 0.28% — 7,617 $335K
Beacon Financial Advisory LLC 0.11% Add +9.6% 7,611 $335K
TT Capital Management LLC 0.27% — 7,202 $334K
Riverview Capital Advisers, LLC 0.10% No change 7,598 $334K
Meridian Wealth Advisors, LLC 0.06% Reduce -90.2% 7,591 $334K
Blue Barn Wealth, LLC 0.18% Add +5.3% 7,585 $333K
Howard Financial Services, LTD. 0.05% Add +11.7% 7,582 $333K
BNC Wealth Management, LLC 0.11% Reduce -1.4% 7,581 $333K
Hills Bank & Trust Co 0.03% Reduce -2.5% 7,581 $333K
Pettee Investors, Inc. 0.17% No change 7,571 $333K
Strategy Asset Managers LLC 0.06% Add +0.0% 7,570 $333K
Bellevue Asset Management, LLC 0.17% Add +0.0% 7,569 $333K
Bristlecone Advisors, LLC 0.03% Add +0.1% 7,539 $331K
CGN Advisors LLC 0.03% Add +6.1% 7,535 $331K
First Bank & Trust 0.06% Add +6.5% 7,533 $331K
FNY Investment Advisers, LLC 0.17% Add +1785.0% 7,540 $331K
Goldstein Advisors, LLC 0.05% Add +13.3% 7,515 $330K
BCS Wealth Management 0.08% Add +0.2% 7,510 $330K
Chickasaw Capital Management LLC 0.01% No change 7,500 $330K
Forefront Wealth Partners, LLC 0.25% — 7,505 $330K
Black Maple Capital Management LP 0.25% Reduce -47.9% 7,500 $330K
Bull Street Advisors, LLC 0.16% No change 7,487 $329K
Logan Capital Management Inc. 0.01% Add +1.1% 7,478 $329K
Payne Capital Management, LLC 0.14% — 7,447 $327K
Collective Family Office LLC 0.09% Reduce -2.4% 7,437 $327K
Monument Capital Management 0.09% Add +17.9% 7,433 $327K
Centric Wealth Management 0.09% Reduce -10.8% 7,423 $326K
Hummer Financial Advisory Services Inc 0.26% No change 7,422 $326K
Wealth Group, Ltd. 0.21% Add +1.0% 7,424 $326K
waypoint wealth counsel 0.21% Add +11.2% 7,416 $326K
Alhambra Investment Management LLC 0.17% Reduce -2.0% 7,414 $326K
Guerra Pan Advisors, LLC 0.24% No change 7,401 $325K
Pennington Partners & Co., LLC 0.16% — 7,400 $325K
Pennsylvania Capital Management Inc. 0.11% Add +2.0% 7,393 $325K
NFSG Corp 0.08% New 7,383 $324K
Veery Capital, LLC 0.12% Reduce -0.9% 7,378 $324K
GK Wealth Management LLC 0.41% — 7,376 $324K
CVA Family Office, LLC 0.05% Add +20.1% 7,375 $324K
Investment Partners, LTD. 0.13% Add +14.1% 7,374 $324K
Grant Private Wealth Management Inc 0.35% — 7,367 $324K
Leonard Rickey Investment Advisors P.L.L.C. 0.07% Add +0.4% 7,345 $323K
Maltin Wealth Management, Inc. 0.16% Add +0.4% 7,331 $322K
Sharper & Granite LLC 0.14% No change 7,320 $322K
Navis Wealth Advisors, LLC 0.35% Reduce -0.3% 7,317 $322K
Heritage Financial Services, LLC 0.04% Add +5.6% 7,314 $321K
Citrine Capital LLC 0.24% — 7,311 $321K
Three Bridge Wealth Advisors, LLC 0.11% Add +35.2% 7,300 $321K
Salomon & Ludwin, LLC 0.03% Reduce -0.8% 7,297 $321K
Wealthcare Capital Partners, LLC 0.17% — 7,295 $321K
Greykasell Wealth Strategies, Inc. 0.18% — 7,281 $320K
BridgePort Financial Solutions, LLC 0.14% — 7,225 $319K
Challenger Wealth Management 0.27% — 7,241 $318K
Morling Financial Advisors, LLC 0.11% Add +0.1% 7,233 $318K
Sentry LLC 0.06% No change 7,231 $318K
Tucker Asset Management LLC 0.07% Reduce -15.8% 7,227 $318K
WealthShield Partners, LLC 0.04% Reduce -14.1% 7,225 $318K
Texas Capital Bancshares Inc 0.13% Reduce -3.0% 7,224 $317K
Byrne Financial Freedom, LLC 0.14% — 7,182 $316K
Widmann Financial Services, Inc. 0.24% No change 7,178 $315K
West Wealth Group, LLC 0.09% Add +10.0% 7,169 $315K
Atlas Private Wealth Advisors 0.04% No change 7,168 $315K
Ariston Services Group 0.27% No change 7,167 $315K
Pacific Wealth Strategies Group, Inc. 0.22% New 7,159 $315K
Allen Wealth Management, LLC 0.23% Reduce -2.9% 7,152 $314K
Intergy Private Wealth, LLC 0.12% Reduce -10.0% 7,144 $314K
Kraematon Investment Advisors, Inc. 0.31% Reduce -2.3% 7,129 $313K
Paladin Advisory Group, LLC 0.24% No change 7,096 $312K
Triton Financial Group Inc 0.19% Reduce -0.5% 7,087 $311K
Northcape Wealth Management, LLC 0.10% Reduce -2.1% 7,075 $311K
Rainier Family Wealth Inc. 0.37% — 7,050 $310K
Pacific Center for Financial Services 0.08% Add +24.0% 7,042 $309K
Weaver Consulting Group 0.10% Reduce -0.7% 7,040 $309K
Brio Consultants, LLC 0.05% Add +6.1% 7,021 $309K
Beese Fulmer Investment Management, Inc. 0.03% No change 7,001 $308K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.10% Add +8.5% 7,000 $308K
Hoxton Planning & Management, LLC 0.12% Add +8.9% 6,998 $308K
Willow Creek Wealth Management Inc. 0.03% Reduce -0.8% 6,986 $307K
Lee Johnson Capital Management, LLC 0.16% No change 6,985 $307K
Physician Wealth Advisors, Inc. 0.05% Reduce -8.0% 6,966 $306K
Fragasso Financial Advisors Inc 0.02% Add +6.2% 6,946 $305K
My Personal CFO, LLC 0.16% Add +0.0% 6,943 $305K
Fielder Capital Group LLC 0.10% Reduce -0.2% 6,931 $305K
Bangor Savings Bank 0.03% Add +2.3% 6,926 $304K
Tompkins Financial Corp. 0.03% Reduce -11.0% 6,924 $304K
Putney Financial Group LLC 0.27% — 6,905 $303K
W Advisors, LLC 0.19% Add +2.0% 6,904 $303K
Heartwood Wealth Advisors LLC 0.03% Reduce -5.3% 6,899 $303K
Simplicity Wealth,LLC 0.06% Reduce -78.5% 6,898 $303K
Brass Tax Wealth Management, Inc. 0.06% Reduce -0.3% 6,894 $303K
Marks Group Wealth Management, Inc 0.03% No change 6,892 $303K
Indie Asset Partners, LLC 0.24% Reduce -0.5% 6,892 $303K
Fairfield, Bush & Co. 0.18% Reduce -1.4% 6,885 $303K
Family Firm, Inc. 0.07% Add +0.5% 6,883 $303K
Capital Investment Counsel, LLC 0.05% New 6,874 $302K
EPG Wealth Management LLC 0.08% Reduce -10.6% 6,870 $302K
Ackerman Capital Advisors, LLC 0.08% Add +0.0% 6,863 $302K
AdviceOne Advisory Services, LLC 0.27% — 6,862 $302K
Radnor Capital Management, LLC 0.05% Reduce -42.9% 6,855 $301K
BlackDiamond Wealth Management, LLC 0.17% Reduce -0.1% 6,845 $301K
Oak Harvest Investment Services 0.04% Add +0.7% 6,836 $300K
Tacita Capital Inc 0.21% No change 6,835 $300K
NorthStar Asset Management LLC 0.19% Add +0.4% 6,825 $300K
Montz Harcus Wealth Management LLC 0.17% Reduce -2.4% 6,812 $299K
Walkner Condon Financial Advisors LLC 0.06% Reduce -8.4% 6,805 $299K
Single Point Partners, LLC 0.07% Reduce -3.1% 6,804 $299K
BostonPremier Wealth LLC 0.18% — 6,802 $299K
Destiny Wealth Partners, LLC 0.05% Add +1.5% 6,796 $299K
Atala Financial Inc 0.21% — 6,778 $298K
D'Orazio & Associates, Inc. 0.04% Add +10.4% 6,775 $298K
Wolff Wiese Magana LLC 0.20% Add +0.3% 6,770 $298K
Nvest Financial, LLC 0.15% Add +0.1% 6,752 $297K
Claris Advisors, LLC / Mo / 0.11% Add +64.3% 6,693 $294K
Invst, LLC 0.04% Add +4.2% 6,670 $293K
PSI Advisors, LLC 0.09% Reduce -1.3% 6,633 $291K
Gerber, LLC 0.21% Add +0.0% 6,629 $291K
Cove Private Wealth, LLC 0.18% Add +9.0% 6,623 $291K
Steigerwald, Gordon & Koch Inc. 0.03% Add +6.6% 6,608 $290K
Galvin, Gaustad & Stein, LLC 0.03% No change 6,600 $290K
Obermeyer Wealth Partners 0.02% Reduce -39.0% 6,591 $290K
Oxinas Partners, LLC 0.17% Reduce -5.8% 6,585 $289K
Beacon Capital Management, LLC 0.04% Add +1.3% 6,577 $289K
Hunter Associates Investment Management LLC 0.04% No change 6,538 $288K
Richardson Financial Services Inc. 0.20% Add +112.7% 6,552 $288K
Invenio Wealth Partners LLC 0.12% Reduce -8.9% 6,535 $287K
Fermata Advisors, LLC 0.05% Reduce -3.6% 6,533 $287K
Sonora Investment Management Group, LLC 0.02% Reduce -7.0% 6,521 $287K
TL Private Wealth 0.13% No change 6,076 $286K
Tranquilli Financial Advisor LLC 0.18% Reduce -3.6% 6,501 $286K
Highview Capital Management LLC 0.11% New 6,500 $286K
Lynx Investment Advisory 0.19% New 6,489 $285K
Francis Financial, Inc. 0.07% New 9,038 $285K
Elgethun Capital Management 0.07% Add +16.8% 6,472 $284K
Medallion Wealth Advisors, LLC 0.14% — 6,488 $284K
Ewa, LLC 0.11% Reduce -1.3% 6,456 $284K
49 Wealth Management, LLC 0.04% Reduce -10.3% 6,437 $283K
Masso Torrence Wealth Management Inc. 0.15% No change 6,419 $282K
Plan A Wealth LLC 0.26% — 6,409 $282K
Trail Ridge Investment Advisors, LLC 0.13% Add +2.0% 6,402 $281K
Missouri Trust & Investment Co 0.10% Add +2.6% 6,400 $281K
Helium Advisors LLC 0.22% — 6,399 $281K
Oak Hill Wealth Advisors, LLC 0.07% — 6,387 $281K
Wells Trecaso Financial Group, LLC 0.09% Reduce -12.2% 6,376 $280K
Walter & Keenan Wealth Management LLC /in/ 0.08% Add +5.3% 6,369 $280K
Acorn Creek Capital LLC 0.14% Add +2.2% 6,356 $279K
Matrix Private Capital Group LLC 0.16% No change 6,344 $279K
TFB Advisors LLC 0.08% Add +3.8% 6,342 $279K
TAP Consulting, LLC 0.06% Reduce -1.0% 6,335 $278K
Mach-1 Financial Group, LLC 0.50% Reduce -16.5% 6,331 $278K
Proactive Wealth Strategies LLC 0.14% Add +3.9% 6,329 $278K
Centennial Wealth Advisory LLC 0.11% Add +2.0% 6,312 $277K
Royal Capital Wealth Management, LLC 0.19% Add +0.1% 6,311 $277K
Compass Capital Corp. /Ma/ 0.11% — 6,116 $277K
New Jersey Better Educational Savings Trust 0.53% No change 6,297 $277K
MinichMacGregor Wealth Management, LLC 0.06% New 6,297 $277K
Correct Capital Wealth Management 0.06% Add +0.5% 6,296 $277K
Jackson, Grant Investment Advisers, Inc. 0.11% Add +0.0% 6,279 $276K
Voisard Asset Management Group, Inc. 0.09% Add +0.3% 6,259 $275K
MPS Loria Financial Planners, LLC 0.08% Add +0.5% 6,243 $274K
Professional Advisory Services Inc. 0.03% No change 6,242 $274K
WFA Asset Management Corp 0.15% Add +34.4% 6,229 $274K
WMG Financial Advisors, LLC 0.12% Reduce -4.6% 6,226 $274K
W1M Investment Management Ltd 0.00% Add +18.9% 6,222 $274K
Linden Thomas Advisory Services, LLC 0.03% Reduce -0.7% 6,207 $273K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.01% New 6,200 $272K
Fairscale Capital, LLC 0.23% No change 6,195 $272K
Lincoln Capital LLC 0.06% Reduce -16.9% 6,186 $272K
Sovran Advisors, LLC 0.04% — 5,935 $272K
EdgeRock Capital LLC 0.18% Add +7.6% 6,169 $271K
Fortress Financial Group, LLC 0.27% — 6,150 $270K
Douglass Winthrop Advisors, LLC 0.01% Reduce -13.6% 6,150 $270K
Sterling Investment Counsel, LLC 0.18% Reduce -16.2% 6,143 $270K
Powell Investment Advisors, LLC 0.13% No change 6,138 $270K
AIFG Consultants Ltd. 0.44% No change 6,129 $269K
Granite Investment Partners, LLC 0.01% No change 6,125 $269K
North Star Asset Management Inc. 0.01% New 6,120 $269K
LeClair Wealth Partners LLC 0.18% — 6,119 $269K
First Bancorp, Inc 0.18% Reduce -1.6% 6,115 $269K
Burk Holdings LLC 0.22% — 6,115 $269K
SJS Investment Consulting Inc. 0.05% Reduce -1.1% 6,111 $269K
Moseley Investment Management Inc. 0.10% Add +0.9% 6,109 $269K
HMS Capital Management, LLC 0.13% Reduce -5.3% 6,105 $268K
RKL Wealth Management LLC 0.02% Reduce -0.3% 6,102 $268K
Southern Capital Advisors, LLC 0.15% Add +0.1% 6,088 $268K
Donaldson Capital Management, LLC 0.01% Reduce -14.6% 6,062 $266K
Capital Advantage, Inc. 0.05% New 6,038 $265K
Bush Investment Group, LLC 0.21% No change 6,032 $265K
EFG Asset Management (Americas) Corp. 0.05% New 6,030 $265K
Sunbeam Capital Management, LLC 0.25% — 6,026 $265K
Scott Capital Advisors, LLC 0.08% Add +0.1% 5,874 $265K
Clay Northam Wealth Management, LLC 0.17% Add +1.6% 6,020 $265K
Sterling Investment Advisors, Ltd. 0.06% New 6,017 $264K
Firestone Capital Management 0.07% Add +0.1% 6,005 $264K
Merriman Wealth Management, LLC 0.01% New 6,003 $264K
Asset Advisors Investment Management, LLC 0.03% No change 6,001 $264K
Moment Partners, LLC 0.05% — 6,000 $264K
Hamilton Capital Partners, LLC 0.17% — 5,994 $263K
Charter Oak Capital Management, LLC 0.02% Reduce -10.6% 5,989 $263K
First Nebraska Trust Co 0.03% Add +3.0% 5,979 $263K
Plante Moran Financial Advisors, LLC 0.02% Add +10.9% 5,977 $263K
FSM Wealth Advisors, LLC 0.06% Reduce -20.4% 5,632 $263K
Clark Asset Management, LLC 0.05% Reduce -1.9% 5,976 $263K
DDD Partners, LLC 0.03% Add +1.1% 5,976 $263K
Legacy Edge Advisors, LLC 0.04% Reduce -0.7% 5,980 $263K
Abound Wealth Management 0.08% Add +3.4% 5,948 $261K
Aureus Asset Management, LLC 0.02% New 5,904 $259K
Valtinson Bruner Financial Planning LLC 0.09% Add +0.0% 5,901 $259K
Sage Rhino Capital LLC 0.06% Reduce -0.3% 5,899 $259K
Clayton Financial Group LLC 0.09% Reduce -1.4% 5,894 $259K
A. D. Beadell Investment Counsel, Inc. 0.21% No change 5,902 $259K
Luts & Greenleigh Group, Inc. 0.26% Add +0.0% 5,890 $259K
Keystone Financial Planning, Inc. 0.08% No change 5,881 $258K
Stokes Family Office, LLC 0.03% New 5,879 $258K
Allen Investment Management, LLC 0.00% No change 5,861 $258K
Palacios Wealth Management, LLC 0.28% — 5,462 $258K
Aletheian Wealth Advisors LLC 0.15% Add +3.1% 5,848 $257K
Madrona Financial Services, LLC 0.07% Reduce -9.9% 5,847 $257K
Mountain Capital Investment Advisors Inc. 0.05% Reduce -0.3% 5,522 $257K
Convergence Financial, LLC 0.05% Reduce -16.8% 5,845 $257K
Ironwood Investment Management LLC 0.13% No change 5,839 $257K
Cora Capital Advisors LLC 0.12% Add +0.2% 5,826 $256K
Flywheel Private Wealth LLC 0.24% — 5,825 $256K
Passive Capital Management, LLC. 0.09% No change 5,810 $255K
Huntleigh Advisors, Inc. 0.06% — 5,808 $255K
Peak Asset Management, LLC 0.05% Reduce -9.7% 5,805 $255K
Market Street Wealth Management Advisors LLC 0.04% New 5,799 $255K
Hamilton Point Investment Advisors, LLC 0.05% Reduce -7.8% 5,798 $255K
K.J. Harrison & Partners Inc 0.04% No change 5,750 $255K
Integrity Wealth Solutions LLC 0.14% Add +0.4% 5,792 $255K
Crown Wealth Group, LLC 0.10% Add +3.1% 5,789 $254K
Annandale Capital, LLC 0.05% Reduce -21.8% 5,751 $253K
Pines Wealth Management, LLC 0.11% — 5,579 $252K
Tarbox Family Office, Inc. 0.04% Add +0.9% 5,717 $251K
Sig Brokerage, LP 0.12% — 5,712 $251K
BSW Wealth Partners 0.04% New 5,707 $251K
Davidson Trust Co. 0.13% Reduce -1.4% 5,702 $251K
Private Wealth Management Group, LLC 0.10% Reduce -0.0% 5,700 $251K
West Michigan Advisors, LLC 0.08% Reduce -13.3% 5,693 $250K
Barings LLC 0.01% Reduce -21.5% 5,689 $250K
SGL Investment Advisors, Inc. 0.13% Add +8.4% 5,406 $250K
Saxon Interests, Inc. 0.11% Reduce -0.3% 5,683 $250K
Ahl Investment Management, Inc. 0.17% Reduce -2.6% 5,650 $248K
Fearless Solutions, LLC dba Best Invest 0.19% — 5,648 $248K
Shelton Wealth Management, LLC 0.14% No change 5,648 $248K
WPG Advisers, LLC 0.23% — 5,646 $248K
Arcus Capital Partners, LLC 0.08% Reduce -0.3% 6,516 $247K
Members Trust Co 0.01% Add +3.6% 5,614 $247K
Cardiff Park Advisors, LLC 0.02% Add +0.3% 5,591 $246K
Syntax Research, Inc. 0.18% Add +0.1% 5,587 $246K
Werlinich Asset Management, LLC 0.14% No change 5,590 $245K
Palisades Hudson Asset Management, L.P. 0.10% No change 5,582 $245K
Lavaca Capital LLC 0.11% No change 5,574 $245K
Yoffe Investment Management, LLC 0.36% — 5,573 $245K
Topsail Wealth Management, LLC 0.05% — 5,568 $245K
St. Clair Advisors, LLC 0.07% New 5,560 $244K
Texas Bank & Trust Co 0.10% — 5,557 $244K
Willner & Heller, LLC 0.21% Add +0.6% 5,553 $244K
Skba Capital Management LLC 0.04% No change 5,550 $244K
Kondo Wealth Advisors, Inc. 0.12% — 5,545 $244K
Clarity Wealth Advisors, LLC 0.07% Add +0.1% 5,537 $243K
Virtu Financial LLC 0.01% New 5,520 $243K
Swisher Financial Concepts, Inc. 0.29% Add +0.1% 5,512 $242K
First County Bank 0.14% Reduce -34.5% 5,511 $242K
Campion Asset Management 0.18% Reduce -1.2% 5,510 $242K
Seldon Capital LP 0.10% No change 5,502 $242K
Signet Investment Advisory Group, Inc. 0.12% No change 5,500 $242K
Capstone Financial Advisors, Inc. 0.01% No change 5,487 $241K
Financial Guidance Group, Inc. 0.13% No change 5,485 $241K
Patriot Investment Management Group, Inc. 0.02% Reduce -3.5% 5,484 $241K
Bensler, LLC 0.03% New 5,480 $241K
Purus Wealth Management, LLC 0.10% New 5,466 $240K
Red Lighthouse Investment Management, LLC 0.09% No change 5,448 $239K
Alta Wealth Advisors LLC 0.10% Reduce -4.8% 5,446 $239K
USAdvisors Wealth Management, LLC 0.08% Add +3.1% 5,440 $239K
Resurgent Financial Advisors LLC 0.14% Add +1.3% 5,433 $239K
First Pacific Financial 0.06% Add +6.1% 5,428 $239K
4WEALTH Advisors, Inc. 0.24% — 5,418 $238K
Motive Wealth Advisors 0.13% New 5,414 $238K
Midwest Financial Group LLC 0.14% Reduce -1.4% 5,407 $238K
Randall & Associates Wealth Management 0.20% Add +2.4% 5,386 $237K
Poplar Forest Capital LLC 0.04% No change 5,380 $236K
Quad-Cities Investment Group, LLC 0.12% Add +0.1% 5,379 $236K
First United Bank & Trust 0.09% Add +0.2% 5,378 $236K
James Hambro & Partners LLP 0.01% No change 5,357 $236K
Meridian Financial Advisors, LLC 0.16% Reduce -12.3% 5,350 $235K
Nexus Investment Management ULC 0.02% No change 5,350 $235K
Alpha Financial Advisors, LLC 0.11% Reduce -0.5% 5,348 $235K
Buckingham Capital Management, Inc. 0.03% Add +2.0% 5,339 $235K
MFA Wealth Services 0.19% — 5,336 $235K
Argentarii, LLC 0.12% — 5,322 $234K
Gibson Wealth Advisors LLC 0.19% No change 5,320 $234K
Signature Wealth Management Partners, LLC 0.16% Reduce -8.9% 5,317 $234K
Vishria Bird Financial Group, LLC 0.08% Reduce -12.2% 5,308 $233K
Von Berge Wealth Management Group, LLC 0.14% Reduce -0.7% 4,967 $232K
Requisite Capital Management, LLC 0.05% New 5,276 $232K
Main Street Group, LTD 0.10% No change 5,269 $232K
Syntegra Private Wealth Group, LLC 0.03% New 5,229 $230K
Twelve Points Wealth Management LLC 0.07% Reduce -40.7% 5,227 $230K
Clear Creek Financial Management, LLC 0.02% Add +1.8% 5,226 $230K
Stonebridge Financial Group, LLC 0.03% — 5,225 $230K
Eastover Investment Advisors LLC 0.11% New 5,223 $230K
Strategic Planning Group, LLC 0.04% Reduce -75.2% 5,219 $229K
GW&K Investment Management, LLC 0.00% Add +3.7% 5,214 $229K
Solutions 4 Wealth, Ltd 0.41% Reduce -6.8% 5,210 $229K
Ballast Advisors LLC 0.07% Reduce -5.4% 5,200 $229K
Alaska Wealth Advisors, LLC 0.04% Add +0.3% 5,199 $228K
Financial Advisors Network, Inc. 0.04% — 5,197 $228K
Blue Zone Wealth Advisors, LLC 0.07% New 5,192 $228K
Frederick Financial Consultants, LLC 0.18% — 5,184 $228K
Peoples Bank 0.16% No change 5,176 $227K
North Berkeley Wealth Management, LLC 0.23% — 5,166 $227K
Encompass Wealth Advisors, LLC 0.09% Reduce -66.1% 5,164 $227K
Glen Eagle Advisors, LLC 0.04% Add +0.0% 5,152 $226K
Meyer Handelman Co. 0.01% Add +1.4% 5,138 $226K
Sard Wealth Management Group, LLC 0.15% Add +0.6% 5,103 $224K
Renasant Bank 0.15% No change 5,095 $224K
Jackson Thornton Wealth Management, LLC 0.03% New 5,088 $224K
RFP Financial Group LLC 0.09% No change 5,085 $223K
Delta Accumulation, LLC 1.39% Add +0.6% 5,632 $223K
Fidelity D & D Bancorp Inc. 0.15% No change 5,076 $223K
Applied Capital LLC 0.17% New 5,059 $222K
Segment Wealth Management, LLC 0.02% Reduce -2.5% 5,058 $222K
Harbour Trust & Investment Management Co 0.03% Reduce -4.9% 5,054 $222K
Norris Perne & French LLP 0.02% No change 5,050 $222K
Harfst & Associates, Inc. 0.05% New 5,046 $222K
Chilton Investment Co. Inc. 0.01% New 5,046 $222K
Collar Capital Management, LLC 0.18% — 5,044 $222K
L.M. Kohn & Company 0.06% New 5,036 $221K
1492 Capital Management LLC 0.11% Reduce -4.1% 5,022 $221K
Center for Financial Planning, Inc. 0.03% Reduce -4.5% 5,016 $220K
Atlas Legacy Advisors, LLC 0.05% — 5,008 $220K
Andina Capital Management, LLC 0.18% New 5,000 $220K
Asset Planning,Inc 0.17% — 4,996 $220K
Corrado Advisors, LLC 0.14% New 4,990 $219K
Wela Strategies, Inc. 0.09% Reduce -3.9% 4,989 $219K
Bull Oak Capital, LLC 0.12% New 4,977 $219K
STAR Financial Bank 0.16% Reduce -41.4% 4,973 $219K
Fox Run Management, L.L.C. 0.04% New 4,973 $219K
Ameriflex Group, Inc. 0.10% — 4,718 $218K
Founders Grove Wealth Partners, LLC 0.06% — 4,951 $218K
HMV Wealth Advisors, LLC 0.22% — 4,947 $217K
Financial Harvest, LLC 0.18% — 4,946 $217K
Lifestyle Asset Management, Inc. 0.12% Reduce -2.0% 4,944 $217K
Founders Capital Management 0.14% Reduce -0.2% 4,939 $217K
Stuart Chaussee & Associates, Inc. 0.05% No change 4,937 $217K
Marotta Asset Management 0.05% Reduce -4.5% 4,898 $217K
B.O.S.S. Retirement Advisors, LLC 0.06% Reduce -63.8% 4,936 $217K
Great Waters Wealth Management 0.03% Reduce -8.2% 4,927 $217K
Lewis Asset Management, LLC 0.16% Reduce -6.2% 4,913 $216K
Washington Trust Advisors, Inc. 0.02% Reduce -4.6% 4,907 $216K
Wealth Advisory Solutions, LLC 0.06% New 4,905 $216K
AmeriServ Wealth Advisors 0.12% — 4,895 $215K
Crowley Wealth Management, Inc. 0.19% — 4,886 $215K
Wealthspan Partners, LLC 0.10% New 4,881 $215K
Weil Company, Inc. 0.07% New 4,877 $214K
Up Strategic Wealth Investment Advisors LLC 0.21% New 4,873 $214K
Juncture Wealth Strategies, LLC 0.08% New 4,872 $214K
BKM Wealth Management, LLC 0.09% New 4,868 $214K
Ritter Daniher Financial Advisory LLC / DE 0.06% Reduce -0.8% 4,866 $214K
Ascent Capital Management, LLC 0.22% — 4,858 $214K
Gray Wealth Management Inc. 0.08% Reduce -4.3% 4,857 $213K
Blue Bell Private Wealth Management, LLC 0.04% Add +2.1% 4,845 $213K
Flagstone Financial Management 0.07% New 4,836 $213K
5T Wealth, LLC 0.12% — 4,834 $212K
Elevation Point Wealth Partners, LLC 0.02% Reduce -18.9% 4,833 $212K
Mraz, Amerine & Associates, Inc. 0.04% New 4,827 $212K
LifeWealth Investments, LLC 0.14% — 4,822 $212K
Intelligence Driven Advisers, LLC 0.04% New 4,813 $212K
Blalock Williams, LLC 0.25% — 4,810 $211K
Wallace Capital Management Inc. 0.03% New 4,794 $211K
Northstar Group, Inc. 0.04% Reduce -13.2% 4,785 $210K
Cairn Investment Group, Inc. 0.12% New 4,768 $210K
Investment Research & Advisory Group, Inc. 0.09% No change 4,776 $210K
Mason & Associates Inc 0.05% New 4,776 $210K
Global Strategic Investment Solutions, LLC 0.02% New 4,760 $209K
Kelly Financial Services LLC 0.08% New 4,753 $209K
LaSalle St. Investment Advisors, LLC 0.06% New 4,745 $208K
Wetzel Investment Advisors, Inc. 0.10% New 4,726 $208K
First Western Trust Bank 0.01% New 4,724 $208K
Peninsula Wealth, LLC 0.04% Reduce -2.7% 4,717 $207K
EWG Elevate Inc. 0.06% New 4,715 $207K
King Wealth Management Group 0.03% New 4,706 $207K
Nemes Rush Group LLC 0.03% Add +23.4% 4,707 $207K
Monograph Wealth Advisors, LLC 0.03% New 4,704 $207K
1858 Wealth Management, LLC 0.16% New 4,692 $206K
Elyxium Wealth, LLC 0.13% Reduce -61.1% 4,690 $206K
Old Second National Bank of Aurora 0.05% Reduce -2.7% 4,671 $205K
Cable Hill Partners, LLC 0.02% Reduce -25.9% 4,667 $205K
Kaufman Rossin Wealth, LLC 0.21% — 4,665 $205K
Wealth Management Nebraska 0.03% — 4,663 $205K
Solitude Financial Services 0.09% New 4,656 $205K
Laffer Tengler Investments, Inc. 0.05% Reduce -46.2% 4,650 $204K
Wealthstream Advisors, Inc. 0.04% New 4,647 $204K
Creekside Partners 0.11% New 4,647 $204K
Phocas Financial Corp. 0.03% New 4,640 $204K
Whelan Financial 0.08% New 4,639 $204K
Harvest Investment Services, LLC 0.05% New 4,637 $204K
CWS Financial Advisors, LLC 0.07% New 4,632 $204K
Carrera Capital Advisors 0.05% New 4,631 $204K
Laidlaw Wealth Management LLC 0.09% New 4,631 $204K
Victory Financial Group, LLC 0.05% — 4,613 $203K
All Terrain Financial Advisors, LLC 0.08% New 4,600 $202K
GSG Advisors LLC 0.06% New 4,581 $201K
PVG Asset Management Corp. 0.95% New 4,580 $201K
Wintrust Investments LLC 0.18% Reduce -43.3% 4,575 $201K
Farmers National Bank 0.06% — 4,572 $201K
Eclectic Associates Inc. 0.06% New 4,570 $201K
Prasad Wealth Partners, LLC 0.06% — 4,561 $200K
Western Pacific Wealth Management, LP 0.16% No change 4,522 $199K
Hoese & Co LLP 0.17% Reduce -4.3% 4,500 $198K
Monetary Management Group Inc. 0.05% Reduce -5.3% 4,500 $198K
Rakuten Securities, Inc. 0.08% Reduce -3.4% 4,495 $198K
Runnymede Capital Advisors, Inc. 0.16% — 4,169 $183K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Reduce -36.5% 4,140 $182K
FSA Wealth Management LLC 0.07% Add +0.1% 4,112 $181K
Ridgewood Investments LLC 0.09% Reduce -4.3% 4,107 $181K
Modus Advisors, LLC 0.06% New 4,045 $178K
BNP Paribas 0.00% Add +96.1% 3,980 $175K
Tidemark, LLC 0.06% Add +3.1% 3,817 $168K
Eagle Bay Advisors LLC 0.11% Reduce -22.3% 3,808 $167K
West Oak Capital, LLC 0.09% No change 3,785 $166K
New Wave Wealth Advisors LLC 0.07% New 3,753 $165K
LFA - Lugano Financial Advisors SA 0.11% No change 3,698 $163K
GPS Wealth Strategies Group, LLC 0.02% Reduce -15.2% 3,698 $163K
Mission Creek Capital Partners, Inc. 0.03% New 21,444 $160K
Avion Wealth 0.04% Add +1.2% 3,623 $159K
Pacific Capital Wealth Advisors, Inc. 0.03% Reduce -11.1% 3,542 $156K
Mb, Levis & Associates, LLC 0.08% Add +0.4% 3,515 $154K
YANKCOM Partnership 0.08% — 3,498 $154K
Ruedi Wealth Management, Inc. 0.05% No change 3,474 $153K
Game Plan Financial Advisors, LLC 0.08% Add +0.1% 3,401 $149K
Exchange Traded Concepts, LLC 0.00% Reduce -98.6% 3,355 $147K
Riverview Trust Co 0.13% Add +1.1% 3,320 $146K
Canton Hathaway, LLC 0.04% No change 3,208 $141K
Capula Management Ltd 0.00% Reduce -69.0% 3,191 $140K
TFC Financial Management, Inc. 0.02% Reduce -4.5% 3,186 $140K
Aspetuck Financial Management LLC 0.11% — 3,152 $139K
Financial Connections Group, Inc. 0.07% No change 3,113 $136K
Elevation Wealth Partners, LLC 0.06% Add +0.1% 3,090 $136K
Legacies Wealth LLC 0.10% No change 3,055 $134K
Promus Capital, LLC 0.10% — 3,054 $134K
Sierra Ocean, LLC 0.11% — 3,029 $133K
Halbert Hargrove Global Advisors, LLC 0.01% New 3,000 $132K
Endeavor Private Wealth, Inc. 0.12% — 2,988 $131K
Covestor Ltd 0.08% Add +24.7% 2,980 $131K
LGT Financial Advisors LLC 0.29% Add +7250.0% 2,940 $129K
Park Square Financial Group, LLC 0.09% — 2,911 $128K
Riggs Asset Managment Co. Inc. 0.03% Add +8.0% 2,862 $126K
CarsonAllaria Wealth Management, Ltd. 0.07% Add +0.1% 2,813 $124K
RE Dickinson Investment Advisors, LLC 0.10% No change 2,793 $123K
Loomis Sayles & Co. L P 0.00% Reduce -54.7% 2,685 $118K
SRH Advisors, LLC 0.04% No change 2,681 $118K
Wingate Wealth Advisors, Inc. 0.12% — 2,665 $117K
Gen-Wealth Partners Inc 0.05% Reduce -26.9% 2,663 $117K
BankPlus Trust Department 0.04% — 2,656 $117K
Horizons Wealth Management 0.09% No change 2,655 $117K
Redwood Park Advisors LLC 0.10% — 2,634 $116K
Roxbury Financial LLC 0.11% — 2,418 $115K
Beaird Harris Wealth Management, LLC 0.01% Add +46.8% 2,605 $114K
Atlas Capital Advisors Inc. 0.01% Reduce -35.5% 2,603 $114K
Pittenger & Anderson Inc. 0.00% Reduce -53.6% 2,600 $114K
True Wealth Design, LLC 0.04% Add +4.7% 2,584 $114K
Sherman Asset Management, Inc. 0.10% — 2,569 $113K
Darwin Wealth Management, LLC 0.04% Add +4.0% 2,560 $113K
Black Cypress Capital Management, LLC 0.10% Reduce -81.2% 2,556 $112K
Future Financial Wealth Managment LLC 0.08% Reduce -24.3% 2,536 $111K
GoalVest Advisory LLC 0.03% Add +5.8% 2,493 $110K
Tortoise Investment Management, LLC 0.01% Add +1.1% 2,481 $109K
BOK Financial Private Wealth, Inc. 0.01% Reduce -41.8% 2,438 $107K
DiNuzzo Private Wealth, Inc. 0.01% Reduce -19.6% 2,435 $107K
Godsey & Gibb, Inc. 0.01% Reduce -11.7% 2,418 $106K
Core Alternative Capital 0.02% Add +4.4% 2,389 $105K
REAP Financial Group, LLC 0.03% Reduce -0.8% 2,371 $104K
Hanson & Doremus Investment Management 0.02% Reduce -2.7% 2,313 $102K
Breakwater Investment Management 0.04% No change 2,319 $102K
Bellwether Advisors, LLC 0.02% New 2,296 $101K
Foster Dykema Cabot & Partners, LLC 0.01% No change 2,257 $99K
Truvestments Capital LLC 0.02% Add +16.4% 2,154 $95K
Trust Co 0.01% No change 2,135 $94K
Bfsg, LLC 0.01% Reduce -1.2% 2,107 $93K
Stephens Consulting, LLC 0.02% Add +16.6% 2,084 $92K
IMG Wealth Management, Inc. 0.08% — 2,068 $91K
Quest 10 Wealth Builders, Inc. 0.09% — 2,041 $90K
Bogart Wealth, LLC 0.00% Add +14.6% 2,040 $90K
Hillsdale Investment Management Inc. 0.00% Reduce -50.5% 2,040 $90K
Atticus Wealth Management, LLC 0.03% No change 2,035 $89K
Adalta Capital Management LLC 0.05% Reduce -13.0% 2,000 $88K
GKV Capital Management Co., Inc. 0.04% — 2,000 $88K
Cornerstone Planning Group LLC 0.02% Add +6.0% 1,801 $85K
R Squared Ltd 0.08% — 1,910 $84K
Mizuho Bank, Ltd. 0.02% No change 1,900 $84K
Oliver Lagore Vanvalin Investment Group 0.02% Add +166.8% 1,900 $84K
DHJJ Financial Advisors, Ltd. 0.03% Reduce -9.7% 1,888 $83K
Signature Resources Capital Management, LLC 0.07% Add +0.1% 1,861 $82K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 1,853 $81K
Atlatl Advisers LLC 0.05% — 1,811 $80K
S&T Bank 0.03% New 1,805 $79K
Hopwood Financial Services, Inc. 0.06% — 1,743 $77K
EnRich Financial Partners LLC 0.03% No change 1,737 $76K
Wellington Shields & Co., LLC 0.02% Reduce -4.0% 1,727 $76K
Manitou Investment Management Ltd. 0.01% No change 1,725 $76K
Rialto Wealth Management, LLC 0.03% — 1,722 $76K
Avalon Trust Co 0.01% Add +14.6% 1,719 $76K
Winch Advisory Services, LLC 0.02% Add +10.9% 1,704 $75K
Northwest Capital Management Inc 0.03% No change 1,680 $74K
VSM Wealth Advisory, LLC 0.03% — 1,669 $73K
Meeder Asset Management Inc. 0.01% Reduce -6.0% 1,667 $73K
Hurley Capital, LLC 0.06% — 1,602 $73K
E Fund Management (Hong Kong) Co., Ltd. 0.06% New 1,592 $70K
FSC Wealth Advisors, LLC 0.04% Reduce -16.5% 1,590 $70K
Balefire, LLC 0.02% New 1,571 $70K
Prudent Man Investment Management, Inc. 0.04% — 1,580 $69K
Murphy & Mullick Capital Management Corp 0.06% — 1,528 $67K
Montag & Caldwell, LLC 0.01% New 1,500 $66K
HBC Financial Services, PLLC 0.04% No change 1,498 $65K
OAKMONT Corp 0.01% No change 1,455 $64K
Birchbrook, Inc. 0.04% Add +0.1% 1,440 $63K
Kiely Wealth Advisory Group, Inc. 0.04% No change 1,351 $63K
Keener Financial Planning LLC 0.04% No change 1,454 $63K
Bell Investment Advisors, Inc 0.01% Reduce -5.1% 1,431 $63K
Moisand Fitzgerald Tamayo, LLC 0.01% Add +0.1% 1,423 $63K
Carolina Wealth Advisors, LLC 0.03% No change 1,386 $61K
Financial Freedom, LLC 0.03% Add +0.4% 1,379 $61K
NewSquare Capital LLC 0.00% New 1,338 $59K
Broadwater Capital Management LLC 0.04% No change 1,332 $59K
Minot DeBlois Advisors LLC 0.05% — 1,324 $58K
Whipplewood Advisors, LLC 0.03% — 1,308 $57K
Global Trust Asset Management, LLC 0.02% Add +19.7% 1,240 $54K
Parkworth Wealth Management, Inc. 0.04% — 1,204 $53K
First Community Trust NA 0.04% No change 1,200 $53K
WR Wealth Planners, LLC 0.02% Reduce -86.3% 1,189 $52K
Raffa Wealth Management, LLC 0.01% Add +49.9% 1,168 $51K
Aspect Partners, LLC 0.03% No change 1,164 $51K
Noble Wealth Management PBC 0.03% — 1,135 $50K
Eisler Capital Management Ltd. 0.00% — 1,125 $50K
Castleview Partners, LLC 0.03% Add +6.4% 1,118 $50K
Advantage Trust Co 0.03% Reduce -50.0% 1,125 $49K
Financial Network Wealth Advisors LLC 0.09% Reduce -58.8% 1,103 $48K
Cassady Schiller Wealth Management, LLC 0.02% Add +42.2% 1,102 $48K
POM Investment Strategies, LLC 0.04% Add +1306.5% 1,083 $48K
Compass Wealth Management LLC 0.01% Reduce -27.2% 1,070 $47K
Twin Lakes Capital Management, LLC 0.03% No change 1,066 $47K
TruNorth Capital Management, LLC 0.01% No change 1,064 $47K
High Note Wealth, LLC 0.01% New 1,018 $45K
Davis Capital Management 0.04% No change 1,016 $45K
Christopher J. Hasenberg, Inc 0.02% No change 1,014 $45K
Capital Management Associates 0.05% Reduce -77.9% 1,005 $44K
PARK CIRCLE Co 0.04% No change 1,000 $44K
Retirement Wealth Solutions LLC 0.04% — 941 $42K
Fortis Group Advisors, LLC 0.01% No change 914 $40K
Grayhawk Investment Strategies Inc. 0.08% Reduce -59.2% 897 $39K
Mascoma Wealth Management LLC 0.01% Add +68.2% 890 $39K
Valued Wealth Advisors LLC 0.02% Add +7.9% 874 $38K
Criterion Capital Advisors, LLC 0.02% No change 958 $38K
Wood Tarver Financial Group, LLC 0.01% — 884 $38K
Mark Sheptoff Financial Planning, LLC 0.02% No change 862 $38K
Tanglewood Legacy Advisors, LLC 0.02% No change 847 $37K
Front Row Advisors LLC 0.01% No change 846 $37K
Highline Wealth Partners LLC 0.01% Add +152.7% 844 $37K
New England Capital Financial Advisors LLC 0.02% Add +0.1% 835 $37K
Red Tortoise LLC 0.02% No change 830 $36K
TD Capital Management LLC 0.00% Add +0.5% 817 $36K
Morgan Dempsey Capital Management LLC 0.01% No change 800 $35K
Glass Jacobson Investment Advisors llc 0.01% Add +53.0% 797 $35K
Spurstone Advisory Services, LLC 0.65% — 780 $34K
Granite FO LLC 0.02% No change 772 $34K
Peoples Financial Services Corp. 0.02% Reduce -93.9% 758 $33K
Battery Global Advisors, LLC 0.02% Add +0.7% 744 $33K
Cranbrook Wealth Management, LLC 0.01% Add +35.6% 743 $33K
Marshall & Sterling Wealth Advisors Inc. 0.02% — 707 $31K
Vega Investment Solutions 0.02% — 683 $30K
Fairway Wealth LLC 0.01% New 653 $29K
Perkins Coie Trust Co 0.01% No change 624 $27K
Richardson Capital Management LLC 0.02% No change 600 $26K
Collier Financial 0.02% — 578 $25K
Wiser Advisor Group LLC 0.04% No change 572 $25K
Graney & King, LLC 0.02% — 567 $25K
Kennebec Savings Bank 0.03% Reduce -25.0% 550 $25K
Security National Bank 0.00% No change 550 $24K
Iron Horse Wealth Management, LLC 0.01% No change 547 $24K
Nordwand Advisors, LLC 0.01% No change 545 $24K
Bernard Wealth Management Corp. 0.01% — 538 $24K
Denver PWM, LLC 0.01% Add +66.9% 524 $23K
Talon Private Wealth, LLC 0.00% Add +0.2% 523 $23K
ZynergyRetirementPlanningLLC 0.02% No change 571 $23K
Lowe Wealth Advisors, LLC 0.01% Add +1.6% 513 $23K
Vermillion & White Wealth Management Group, LLC 0.02% Add +0.6% 507 $22K
PrairieView Partners, LLC 0.00% Add +0.2% 502 $22K
Dixon Mitchell Investment Counsel Inc. 0.00% New 500 $22K
West Financial Advisors, LLC 0.00% New 497 $22K
Financially Speaking Inc 0.01% — 489 $21K
MPWM Advisory Solutions, LLC 0.02% — 487 $21K
Pineridge Advisors LLC 0.01% Add +28.2% 486 $21K
Fourth Dimension Wealth, LLC 0.01% — 478 $21K
Country Trust Bank 0.00% Reduce -54.8% 476 $21K
Clarity Asset Management, Inc. 0.01% Add +0.7% 465 $20K
FPC Investment Advisory, Inc. 0.01% New 433 $20K
WealthCollab, LLC 0.01% Reduce -53.4% 437 $19K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -93.6% 415 $18K
Robbins Farley 0.01% No change 400 $18K
Campbell Capital Management Inc. 0.01% New 400 $18K
Investment Management Corp. /Va/ 0.02% — 399 $18K
Cherry Tree Wealth Management, LLC 0.00% Add +3.4% 395 $17K
CNB Bank 0.01% Reduce -0.3% 388 $17K
Transcendent Capital Group LLC 0.01% No change 381 $17K
Clal Insurance Enterprises Holdings Ltd 0.00% New 364 $16K
Hudson Edge Investment Partners Inc. 0.00% No change 350 $15K
Coston, McIsaac & Partners 0.00% Add +25.6% 348 $15K
HighMark Wealth Management LLC 0.01% Add +783.3% 318 $14K
Frazier Financial Advisors, LLC 0.01% Add +20.2% 315 $14K
Nova Wealth Management, Inc. 0.01% — 302 $13K
Kohmann Bosshard Financial Services, LLC 0.00% New 300 $13K
Financial Gravity Companies, Inc. 0.00% New 298 $13K
Conquis Financial LLC 0.01% — 296 $13K
Westend Capital Management, LLC 0.00% No change 282 $12K
Trifecta Capital Advisors, LLC 0.00% No change 278 $12K
AlphaMark Advisors, LLC 0.01% No change 279 $12K
MilWealth Group LLC 0.00% No change 270 $12K
IFS Advisors, LLC 0.01% No change 248 $11K
Fairfield Financial Advisors, LTD 0.00% Add +0.4% 244 $11K
Pension & Wealth Management Advisors, Inc. 0.00% New 225 $10K
Creative Capital Management Investments LLC 0.00% No change 220 $10K
Vision Financial Markets LLC 0.01% — 217 $10K
Fairman Group, LLC 0.01% No change 215 $9K
Bayforest Capital Ltd 0.01% — 212 $9K
Legend Financial Advisors, Inc. 0.01% Add +1650.0% 210 $9K
Anfield Capital Management, LLC 0.00% Add +620.7% 209 $9K
Elkhorn Partners Limited Partnership 0.01% Reduce -50.0% 200 $9K
1620 Investment Advisors, Inc. 0.01% Add +229.5% 201 $9K
Olistico Wealth, LLC 0.01% No change 200 $9K
Bare Financial Services, Inc 0.00% No change 200 $9K
Morse Asset Management, Inc 0.00% Reduce -97.4% 200 $9K
Vermillion Wealth Management, Inc. 0.00% — 190 $8K
FLP Wealth Management, LLC 0.02% — 190 $8K
Capital A Wealth Management, LLC 0.01% — 184 $8K
SWAN Capital LLC 0.00% No change 178 $8K
Principia Wealth Advisory, LLC 0.01% — 173 $8K
Mainstream Capital Management LLC 0.01% New 173 $8K
Steph & Co. 0.00% No change 169 $7K
Cedar Mountain Advisors, LLC 0.00% Add +13.1% 155 $7K
PayPay Securities Corp 0.29% Reduce -14.6% 152 $7K
Legacy Bridge, LLC 0.00% No change 145 $6K
Comprehensive Financial Planning, Inc. 0.01% — 135 $6K
Stance Capital LLC 0.00% — 134 $6K
IAG Wealth Partners, LLC 0.00% New 133 $6K
Synergy Investment Management, LLC 0.00% — 130 $6K
Evolution Advisers, Inc. 0.00% No change 125 $5K
ESL Trust Services, LLC 0.00% No change 110 $5K
Northwest Bank & Trust Co 0.00% No change 100 $5K
Cedar Wealth Management, LLC 0.00% No change 105 $5K
PFS Partners, LLC 0.00% Add +1.0% 105 $5K
ROSS\JOHNSON & Associates LLC 0.10% — 100 $4K
Consultiva Wealth Management, Corp. 0.02% New 100 $4K
Painted Porch Advisors LLC 0.00% No change 100 $4K
PFG Private Wealth Management, LLC 0.00% No change 98 $4K
Legacy Investment Solutions, LLC 0.00% No change 89 $4K
Legacy Wealth Managment, LLC 0.00% No change 89 $4K
CGC Financial Services, LLC 0.00% New 88 $4K
Lam Group, Inc. 0.00% No change 86 $4K
Costello Asset Management, INC 0.00% No change 81 $4K
Strategic Investment Solutions, Inc. 0.00% No change 100 $3K
Roble, Belko & Company, Inc 0.00% No change 60 $3K
WestEnd Advisors, LLC 0.00% Add +28.9% 67 $3K
Valley Wealth Managers, Inc. 0.00% Reduce -95.9% 64 $3K
Chesapeake Asset Management LLC 0.00% Add +9.1% 60 $3K
Bay Harbor Wealth Management, LLC 0.00% No change 59 $3K
One River Asset Management, LLC 0.00% New 59 $3K
Accordant Advisory Group Inc 0.00% No change 54 $2K
Capital & Planning, LLC 0.00% — 51 $2K
Parallax Volatility Advisers, L.P. 0.00% Reduce -96.0% 48 $2K
Ogorek Anthony Joseph /NY/ 0.00% Add +2.0% 51 $2K
Sugar Maple Asset Management, LLC 0.00% New 45 $2K
Robinswood Financial LLC 0.00% No change 35 $2K
Creekmur Asset Management LLC 0.00% No change 32 $1K
Spectrum Wealth Counsel, LLC 0.00% No change 30 $1K
Elequin Capital, LP 0.00% New 22 $967
Delos Wealth Advisors, LLC 0.00% No change 22 $958
Lanark Financial, Inc. 0.07% — 18 $811
Evergreen Private Wealth LLC 0.00% No change 13 $571
DecisionPoint Financial, LLC 0.00% No change 3 $134
AlphaQuest LLC 0.00% Reduce -100.0% 1 $44

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