Bank of AmericaBAC

13F holders, Q4 2025 (December 31)
3,616holders +249
179new positions
98sold out
19famous investors
$54.84avg. 13F price*

At the end of Q4 2025, 3,616 institutions reported holding Bank of America Corp. (BAC) in their 13F filings, up 249 from Q3 2025. 179 opened new positions and 98 sold out. The largest holders were Vanguard Group Inc. ($35.8B), BlackRock, Inc. ($29.8B) and Berkshire Hathaway ($28.5B). 19 famous investors held it, including Charlie Munger (39.8% of Daily Journal's portfolio), Li Lu (16.1% of Himalaya Capital Management's portfolio) and Warren Buffett (10.4% of Berkshire Hathaway's portfolio).

Company
Bank of America Corp.
Filed as
BANK AMERICA CORP (Q4 2025)
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 2025 → Q4 2025

InstitutionsTotal Value
New Positions179$3.5B
Exits98$1.4B

All 13F filers, Q3 2025 → Q4 2025: 280,241,319 shares bought and 329,410,937 shares sold, net −49,169,618 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,616 holders

Vanguard Group Inc. 0.52% Add +3.7% 651,076,825 $35.8B
BlackRock, Inc. 0.51% Add +1.3% 542,476,024 $29.8B
Berkshire Hathaway 10.38% Reduce -8.9% 517,295,934 $28.5B
State Street Corp. 0.55% Reduce -0.9% 298,499,829 $16.4B
FMR LLC 0.60% Add +2.5% 214,781,463 $11.8B
JPMorgan Chase & Co. 0.60% Reduce -11.1% 161,572,280 $8.9B
Geode Capital Management, LLC 0.52% Reduce -0.2% 154,483,485 $8.5B
Capital World Investors 1.06% Reduce -2.1% 141,301,411 $7.8B
Morgan Stanley 0.37% Add +9.9% 112,791,313 $6.2B
T. Rowe Price Associates Inc. 0.63% Reduce -10.9% 106,566,355 $5.9B
Norges Bank 0.51% — 86,803,816 $4.8B
Northern Trust Corp. 0.45% Reduce -2.7% 64,535,160 $3.5B
Ameriprise Financial Inc. 0.80% Reduce -2.5% 63,763,649 $3.5B
Invesco Ltd. 0.31% Reduce -2.4% 60,442,627 $3.3B
Bank of New York Mellon Corp 0.56% Add +5.4% 57,619,317 $3.2B
Franklin Resources Inc. 0.78% Add +20.6% 57,078,964 $3.1B
Goldman Sachs Group Inc. 0.44% Add +4.7% 56,666,617 $3.1B
Wellington Management Group LLP 0.53% Reduce -28.9% 54,467,139 $3.0B
Fisher Asset Management 1.01% Add +2.1% 53,783,821 $3.0B
Deutsche Bank AG 0.85% Add +5.9% 47,172,503 $2.6B
Legal & General Group Plc 0.55% Add +3.4% 45,411,913 $2.5B
Sanders Capital, LLC 2.87% Reduce -0.2% 45,271,028 $2.5B
Charles Schwab Investment Management Inc. 0.37% Reduce -0.5% 43,632,484 $2.4B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.51% Reduce -6.2% 43,623,860 $2.4B
Royal Bank of Canada 0.42% Add +5.8% 42,904,890 $2.4B
Capital International Investors 0.37% New 42,862,620 $2.4B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.90% Add +52.5% 39,108,507 $2.2B
Amundi 0.63% Add +12.6% 37,663,146 $2.1B
Wells Fargo & Company 0.36% Add +6.4% 33,702,852 $1.9B
Victory Capital Management Inc. 1.00% Add +92.2% 31,923,927 $1.8B
Dimensional Fund Advisors LP 0.35% Reduce -0.3% 30,573,699 $1.7B
UBS Group AG 0.33% Add +3.7% 30,366,854 $1.7B
Nuveen, LLC 0.36% Reduce -6.5% 25,073,774 $1.4B
Citigroup Inc. 0.91% Reduce -54.9% 24,106,194 $1.3B
Bank of Montreal 0.51% Reduce -2.8% 22,540,219 $1.2B
Alliancebernstein L.P. 0.39% Reduce -8.9% 22,225,447 $1.2B
Barclays PLC 0.47% Add +1.2% 21,209,528 $1.2B
Harris Associates (Oakmark Funds) 1.39% Reduce -26.9% 19,853,400 $1.1B
California Public Employees Retirement System 0.62% Add +1.7% 19,614,554 $1.1B
Parnassus Investments, LLC 2.35% Reduce -14.4% 16,477,774 $906.3M
Sumitomo Mitsui Trust Group, Inc. 0.53% Reduce -6.3% 16,334,615 $898.4M
Clearbridge Investments, LLC 0.72% Reduce -9.8% 16,285,931 $895.7M
HSBC Holdings PLC 0.49% Add +6.8% 15,621,705 $859.3M
National Pension Service 0.62% Add +9.3% 15,163,763 $834.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.56% Add +4.0% 14,676,897 $821.2M
Canada Pension Plan Investment Board 0.54% Reduce -6.0% 14,582,572 $802.0M
Raymond James Financial Inc. 0.25% Reduce -0.1% 14,527,953 $799.6M
Principal Financial Group Inc. 0.39% Reduce -4.1% 13,928,599 $766.1M
D. E. Shaw & Co. 0.57% Reduce -22.8% 12,820,894 $705.1M
Bessemer Group Inc. 1.06% Reduce -16.8% 12,560,745 $690.8M
Capitolis Liquid Global Markets LLC 4.07% Reduce -0.7% 12,406,855 $682.4M
Rhumbline Advisers 0.53% Reduce -3.5% 11,926,064 $655.9M
Swedbank AB 0.63% Add +2.0% 11,840,325 $651.2M
Barrow Hanley Mewhinney & Strauss LLC 2.11% Reduce -7.8% 11,502,051 $632.6M
Arrowstreet Capital, Limited Partnership 0.36% Reduce -10.9% 11,199,843 $616.0M
California State Teachers Retirement System 0.60% Reduce -2.9% 10,893,208 $599.1M
Lazard Asset Management LLC 0.98% Reduce -46.7% 10,499,846 $577.5M
Himalaya Capital Management 16.08% No change 10,431,387 $573.7M
Massachusetts Financial Services Co. 0.18% Reduce -10.5% 10,249,117 $563.7M
Bank of America Corp. 0.04% Add +0.7% 9,645,018 $530.5M
BNP Paribas Financial Markets 0.34% Reduce -6.5% 9,516,555 $523.4M
Samlyn Capital, LLC 8.27% Add +46.8% 9,423,453 $518.3M
AMF Tjanstepension AB 3.17% Add +0.9% 9,296,589 $511.3M
KBC Group NV 1.15% Reduce -0.9% 9,141,932 $502.8M
PNC Financial Services Group, Inc. 0.27% Add +0.0% 9,007,551 $495.4M
Neuberger Berman Group LLC 0.37% Reduce -7.7% 8,925,205 $490.9M
LPL Financial LLC 0.13% Add +2.5% 8,796,814 $483.8M
New York State Common Retirement Fund 0.64% Reduce -13.1% 8,681,961 $477.5M
Envestnet Asset Management Inc. 0.14% Reduce -1.5% 8,374,332 $460.6M
Agf Management Ltd. 1.93% Add +18.5% 8,057,993 $443.2M
Boston Partners 0.45% Reduce -2.6% 7,873,240 $433.0M
Manufacturers Life Insurance Company, The 0.35% Reduce -0.0% 7,705,680 $423.9M
Russell Investments Group, Ltd. 0.46% Add +6.7% 7,661,980 $421.7M
King Luther Capital Management Corp. 1.70% Add +2.5% 7,541,492 $414.8M
Robeco Institutional Asset Management B.V. 0.58% Add +11.5% 7,408,226 $407.5M
Natixis Advisors, LLC 0.56% Add +3.9% 7,231,654 $397.7M
Healthcare of Ontario Pension Plan Trust Fund 0.68% Reduce -60.1% 7,227,587 $397.5M
Diamond Hill Capital Management, LLC (Investment Advisor) 2.04% Reduce -9.5% 7,225,338 $397.4M
US Bancorp \de 0.46% Reduce -2.2% 7,095,289 $390.2M
HighTower Advisors, LLC 0.41% Add +1.6% 6,888,787 $378.9M
Voya Investment Management LLC 0.43% Reduce -10.9% 6,905,727 $378.7M
Ensign Peak Advisors, Inc 0.66% Reduce -11.7% 6,813,306 $374.7M
Acadian Asset Management LLC 0.61% Add +115.0% 6,780,691 $372.9M
Eurizon Capital SGR S.p.A. 1.16% — 6,745,788 $371.5M
Aviva PLC 0.62% Add +18.3% 6,724,922 $369.9M
Baird Financial Group, Inc. 0.57% Add +0.7% 6,672,301 $367.0M
Qube Research & Technologies Ltd 0.51% Add +189.4% 6,528,214 $359.1M
Adage Capital Partners Gp, L.L.C. 0.54% Reduce -11.1% 6,505,273 $357.8M
Pzena Investment Management LLC 1.07% Reduce -0.4% 6,480,095 $356.4M
ABN AMRO Bank N.V. 3.32% Add +49.9% 6,444,409 $353.2M
LSV Asset Management 0.76% Reduce -4.4% 6,309,666 $347.0M
Caisse de depot et placement du Quebec 0.58% Add +15.0% 6,247,907 $343.6M
AQR Capital Management 0.18% Add +22.2% 6,156,118 $338.6M
Pinebridge Investments LLC 2.49% — 6,134,086 $337.4M
State Board of Administration of Florida Retirement System 0.58% Reduce -4.0% 5,999,043 $329.9M
Brandywine Global Investment Management, LLC 2.23% Reduce -2.0% 5,972,520 $328.5M
Aberdeen Group plc 0.50% Add +1.5% 5,875,352 $323.1M
Toronto Dominion Bank 0.57% Add +76.6% 5,839,890 $321.2M
Jennison Associates LLC 0.19% Add +193.6% 5,821,274 $320.2M
Alecta Tjanstepension Omsesidigt 1.40% Reduce -6.4% 5,810,300 $319.5M
Fort Washington Investment Advisors Inc. 1.70% Add +0.4% 5,793,477 $318.6M
ING Groep NV 1.91% Reduce -3.3% 5,766,614 $317.2M
Thrivent Financial for Lutherans 0.57% Add +0.6% 5,766,419 $317.2M
National Bank of Canada 0.32% Reduce -40.2% 5,720,997 $314.6M
Unisphere Establishment 2.32% Add +21.6% 5,637,300 $310.1M
First Trust Advisors LP 0.22% Add +62.5% 5,454,144 $300.0M
New York State Teachers Retirement System 0.58% Add +0.3% 5,394,623 $296.7M
Prudential Financial Inc. 0.35% Reduce -8.0% 5,341,825 $293.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.48% Add +8.3% 5,312,814 $291.0M
Cullen Capital Management, LLC 3.11% Reduce -5.2% 5,170,265 $284.4M
Stifel Financial Corp. 0.26% Add +12.6% 5,153,736 $283.5M
Marshall Wace, LLP 0.27% Reduce -47.7% 5,026,105 $276.4M
CANADA LIFE ASSURANCE Co 0.48% Reduce -28.0% 5,014,298 $275.9M
Fifth Third Bancorp 0.86% Reduce -1.5% 4,938,835 $271.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.31% Add +17.7% 4,885,696 $268.9M
OMERS ADMINISTRATION Corp 1.90% Add +15.4% 4,857,120 $267.1M
DNB Asset Management AS 0.93% Add +4.2% 4,832,975 $265.8M
Public Sector Pension Investment Board 0.89% Add +33.3% 4,794,928 $263.7M
DekaBank Deutsche Girozentrale 0.45% No change 6,319,991 $259.9M
Korea Investment CORP 0.51% Add +4.7% 4,691,417 $258.0M
Handelsbanken Fonder AB 0.77% Add +53.0% 4,629,553 $254.6M
American Century Companies Inc. 0.13% Reduce -6.4% 4,611,391 $253.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.55% Reduce -34.9% 4,589,963 $252.4M
Employees Provident Fund Board 1.84% New 4,562,000 $250.9M
Storebrand Asset Management As 0.67% Add +0.1% 4,551,124 $250.3M
Hotchkis & Wiley Capital Management LLC 0.75% Reduce -14.4% 4,547,256 $250.1M
Danica Pension, Livsforsikringsaktieselskab 3.58% Add +6.9% 4,516,383 $248.4M
Viking Global Investors 0.66% Reduce -60.9% 4,494,629 $247.2M
Schroder Investment Management Group 0.18% Add +9.7% 4,420,711 $243.1M
UniSuper Management Pty Ltd 1.45% Reduce -13.7% 4,402,686 $242.1M
CI Investments Inc. 1.06% Add +20.4% 4,395,926 $241.8M
Brandes Investment Partners, LP 1.84% Reduce -12.1% 4,386,202 $241.2M
Lansforsakringar Fondforvaltning AB (publ) 1.17% Reduce -3.8% 4,296,948 $236.3M
Federated Hermes, Inc. 0.39% Reduce -5.1% 4,294,619 $236.2M
Sei Investments Co. 0.23% Add +39.2% 4,286,313 $235.8M
Cerity Partners LLC 0.34% Add +4.2% 4,269,266 $234.8M
Credit Agricole S A 0.64% Add +141.6% 4,226,827 $232.5M
Panagora Asset Management Inc. 0.82% Add +35.9% 4,220,959 $232.2M
Danske Bank A/S 0.54% Reduce -3.4% 4,208,583 $231.5M
Milford Funds Ltd. 4.49% — 4,158,897 $228.7M
Brown Advisory Inc. 0.31% Reduce -0.9% 3,994,549 $219.7M
Keybank National Association 0.77% Add +1.5% 3,905,829 $214.8M
PFA Pension, Forsikringsaktieselskab 0.61% — 3,873,719 $214.1M
Capital Research Global Investors 0.04% Add +0.3% 3,854,823 $212.0M
Lord, Abbett & Co. LLC 0.68% Add +0.1% 3,843,015 $211.4M
Westfield Capital Management Co. LP 0.88% Reduce -1.0% 3,823,609 $210.3M
Balyasny Asset Management L.P. 0.41% Add +67.1% 3,805,745 $209.3M
Point72 Asset Management 0.34% Add +62.0% 3,731,069 $205.2M
State of Wisconsin Investment Board 0.46% Reduce -5.8% 3,699,216 $203.5M
Creative Planning 0.15% Add +4.6% 3,699,073 $203.4M
Great Lakes Advisors, LLC 1.65% Reduce -0.5% 3,668,045 $201.7M
Treasurer of the State of North Carolina 0.65% Add +20.7% 3,661,098 $201.4M
Asset Management One Co., Ltd. 0.54% Add +7.6% 3,531,338 $195.3M
Focus Partners Wealth 0.22% Add +29.9% 3,545,279 $195.0M
APG Asset Management N.V. 0.55% Reduce -34.9% 4,128,340 $193.3M
Chevy Chase Trust Holdings, LLC 0.52% Reduce -2.1% 3,475,016 $191.1M
Retirement Systems of Alabama 0.61% Reduce -0.7% 3,404,952 $187.3M
M&T Bank Corp 0.59% Add +4.7% 3,369,067 $185.3M
Pictet Asset Management Holding SA 0.18% Add +0.5% 3,359,976 $184.8M
Allspring Global Investments Holdings, LLC 0.30% Add +9.4% 3,264,245 $182.6M
Mitsubishi UFJ Trust & Banking Corp 0.43% Add +6.7% 3,277,054 $180.2M
Royal London Asset Management Ltd. 0.37% Reduce -1.6% 3,236,548 $178.0M
Wealth Enhancement Advisory Services, LLC 0.24% Add +2.3% 3,071,634 $176.2M
Smead Capital Management, Inc. 3.62% Reduce -6.5% 3,169,803 $174.3M
Edmond DE Rothschild Holding S.A. 2.46% Reduce -4.8% 3,154,816 $173.5M
Artisan Partners Limited Partnership 0.26% Add +3.5% 3,145,027 $173.0M
Man Group plc 0.33% Reduce -5.4% 3,103,975 $170.7M
Bank of Nova Scotia 0.25% Add +71.0% 3,099,276 $170.5M
Cibc World Market Inc. 0.30% Add +9.2% 3,094,051 $170.2M
Prana Capital Management, LP 5.89% Reduce -1.7% 2,950,460 $162.3M
TD Asset Management Inc 0.13% Add +3.3% 2,950,091 $162.3M
Captrust Financial Advisors 0.31% Add +2.3% 2,935,796 $161.5M
1832 Asset Management L.P. 0.20% Reduce -41.2% 2,915,759 $160.4M
Nisa Investment Advisors, LLC 0.53% Add +2.5% 2,905,348 $159.8M
Truist Financial Corp. 0.21% Add +0.7% 2,886,496 $158.8M
Macquarie Group Ltd. 0.69% Reduce -39.7% 2,862,080 $157.4M
MFF Capital Investments Ltd 9.49% — 2,815,547 $154.9M
KLP Kapitalforvaltning As 0.60% Reduce -0.3% 2,814,841 $154.8M
Everett Harris & Co. 1.87% Reduce -0.7% 2,800,178 $154.0M
Commonwealth Equity Services, LLC 0.20% Reduce -4.1% 2,779,198 $152.9M
Compagnie Lombard Odier SCmA 1.64% Add +101.5% 2,742,991 $150.9M
Ontario Teachers Pension Plan Board 3.47% Reduce -11.6% 2,725,808 $149.9M
Public Employees Retirement System of Ohio 0.46% Reduce -1.0% 2,699,912 $148.5M
Worldquant Millennium Advisors LLC 0.56% Add +122.1% 2,605,570 $143.3M
Teacher Retirement System of Texas 0.50% Add +31.4% 2,604,848 $143.3M
Mariner, LLC 0.17% Add +7.8% 2,599,852 $143.0M
Allianz Asset Management GmbH 0.16% Add +19.6% 2,594,351 $142.7M
Nomura Asset Management Co. Ltd. 0.35% Add +0.0% 2,548,145 $140.1M
Primecap Management Co. 0.11% Add +3.2% 2,540,732 $139.7M
Jupiter Asset Management Ltd. 1.11% Add +369.7% 2,515,565 $138.4M
Capital International, Inc. 1.09% Add +49.1% 2,514,885 $138.3M
Cardano Risk Management B.V. 1.39% Add +1.4% 2,509,526 $138.0M
Quantinno Capital Management LP 0.27% Add +28.4% 2,469,235 $135.8M
Employees Retirement System of Texas 1.29% Reduce -3.6% 2,469,085 $135.8M
Millennium Management 0.10% Reduce -76.2% 2,433,108 $133.8M
Mackenzie Financial Corp. 0.16% Reduce -17.4% 2,407,279 $132.8M
State of New Jersey Common Pension Fund D 0.48% Reduce -3.6% 2,412,943 $132.7M
Corient Private Wealth LP 0.18% Add +10.3% 2,384,944 $131.2M
Calamos Advisors LLC 0.75% Add +2.4% 2,317,578 $127.5M
Federation des caisses Desjardins du Quebec 0.48% Add +3.3% 2,296,333 $126.3M
Regal Partners Ltd 7.26% Add +13.3% 2,287,781 $125.8M
Zacks Investment Management 0.98% Add +0.7% 2,256,930 $124.1M
CCLA Investment Management 1.99% New 2,254,107 $124.0M
State of Tennessee, Department of Treasury 0.39% Add +0.1% 2,311,932 $123.0M
Mondrian Investment Partners LTD 1.97% Add +34.3% 2,175,401 $119.6M
Resona Asset Management Co.,Ltd. 0.57% Reduce -5.6% 2,164,999 $119.2M
Sculptor Capital LP 2.42% Add +64.0% 2,132,655 $117.3M
Nordea Investment Management AB 0.10% Reduce -0.9% 2,116,050 $116.5M
Walleye Capital LLC 0.71% Add +23.7% 2,114,486 $116.3M
Citadel Advisors 0.08% Add +10.0% 2,109,762 $116.0M
Squarepoint Ops LLC 0.23% Reduce -6.1% 2,104,427 $115.7M
Moore Capital Management, LP 2.42% Reduce -21.2% 2,070,080 $113.9M
Tredje AP-fonden 0.85% Add +27.7% 2,061,288 $113.4M
Rafferty Asset Management, LLC 0.39% Reduce -9.6% 2,049,363 $112.7M
Nomura Asset Management International Inc. 0.17% — 2,046,785 $112.6M
CIBC Asset Management Inc 0.27% Add +46.6% 2,043,401 $112.4M
Cooke & Bieler LP 1.16% Reduce -14.5% 2,018,224 $111.0M
Cetera Investment Advisers 0.12% Add +7.2% 2,011,802 $110.6M
Dodge & Cox 0.06% Reduce -86.9% 2,009,022 $110.5M
Daily Journal 39.76% No change 2,000,000 $110.0M
Choreo, LLC 1.39% Reduce -10.3% 1,971,365 $109.0M
STRS Ohio 0.41% Reduce -4.0% 1,980,877 $108.9M
O'shaughnessy Asset Management, LLC 0.60% Add +30.5% 1,977,880 $108.8M
Arizona State Retirement System 0.59% Reduce -5.4% 1,977,535 $108.8M
Empower Advisory Group, LLC 0.29% Reduce -1.8% 1,966,610 $108.2M
Susquehanna International Group, LLP 0.15% Add +47.0% 1,962,462 $107.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.57% Reduce -17.8% 1,954,041 $107.5M
Skandinaviska Enskilda Banken AB (publ) 0.42% Add +8.2% 1,925,845 $105.9M
Osaic Holdings, Inc. 0.15% Reduce -1.9% 1,906,031 $104.9M
Clark Capital Management Group, Inc. 0.64% Add +1.4% 1,896,262 $104.3M
Capital Fund Management S.A. 0.98% Add +935.2% 1,887,992 $103.8M
State of Michigan Retirement System 0.50% Reduce -4.6% 1,873,512 $103.0M
Rockefeller Capital Management L.P. 0.19% Add +15.9% 1,870,085 $102.9M
Comerica Bank 0.41% Reduce -4.2% 1,864,831 $102.6M
Epoch Investment Partners, Inc. 0.58% Reduce -5.5% 1,840,606 $101.2M
Janus Henderson Group PLC 0.04% Reduce -5.0% 1,806,812 $99.4M
Czech National Bank 0.63% Add +2.4% 1,771,513 $97.4M
LGT Group Foundation 1.05% Add +8.7% 1,749,788 $96.7M
Cibc World Markets Corp. 0.48% — 1,756,207 $96.6M
Janney Montgomery Scott LLC 0.22% Add +2.2% 1,729,724 $95.1M
First Financial Bankshares Inc 1.90% Add +2.2% 1,716,213 $94.4M
Forsta Ap-Fonden 0.55% Reduce -3.9% 1,687,100 $92.8M
Abn Amro Investment Solutions 1.37% Add +17.1% 1,681,999 $92.5M
Ruffer LLP 4.18% Reduce -10.9% 1,668,030 $91.9M
Life Cycle Investment Partners Ltd 0.64% — 1,655,028 $91.0M
Gateway Investment Advisers LLC 0.84% Reduce -5.1% 1,647,039 $90.6M
Atalanta Sosnoff Capital, LLC 1.77% Add +68.8% 1,646,235 $90.5M
MetLife Investment Management, LLC 0.43% Reduce -4.7% 1,634,899 $89.9M
Mn Services Vermogensbeheer B.V. 0.55% Add +15.2% 1,633,310 $89.8M
Basswood Capital Management, L.L.C. 3.92% Reduce -6.3% 1,613,917 $88.8M
Avantyr Capital Partners, LP 5.30% — 1,607,285 $88.4M
Sound Shore Management Inc 2.76% Reduce -16.1% 1,577,921 $86.8M
Connor, Clark & Lunn Investment Management Ltd. 0.23% Add +271.5% 1,576,918 $86.7M
Sapient Capital LLC 1.22% Reduce -0.0% 1,567,561 $86.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.44% Reduce -4.5% 1,562,713 $85.9M
Nearwater Capital Markets, Ltd 1.46% Reduce -41.5% 1,550,000 $85.3M
Homestead Advisers Corp 2.25% Reduce -11.3% 1,545,742 $85.0M
Two Sigma Advisers, LP 0.16% Reduce -87.5% 1,540,300 $84.7M
Jones Financial Companies LLLP 0.05% Add +7.9% 1,523,650 $83.8M
Junto Capital Management LP 1.88% Add +11.6% 1,523,416 $83.8M
Montanova Capital, LLC 2.08% Add +30.8% 1,517,630 $83.5M
Quilter Plc 1.40% Reduce -1.9% 1,516,556 $83.4M
AE Wealth Management LLC 0.48% Add +58.1% 1,508,829 $83.0M
Mediolanum International Funds Ltd 0.82% Add +197.8% 1,476,981 $81.6M
Zurich Insurance Group Ltd 0.56% Reduce -60.6% 1,476,507 $81.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.64% Add +1.1% 1,474,641 $81.1M
ProShare Advisors LLC 0.14% Add +3.8% 1,426,236 $78.4M
American Assets Investment Management, LLC 5.40% Add +1248.5% 15,224,325 $78.3M
PointState Capital LP 1.33% New 1,418,828 $78.0M
Salzhauer Michael 34.42% Add +12.5% 1,411,319 $77.6M
Border to Coast Pensions Partnership Ltd 1.34% No change 1,397,521 $77.0M
Harel Insurance Investments & Financial Services Ltd. 0.66% Add +2256.0% 1,393,205 $76.6M
Cwm, LLC 0.21% Add +18.0% 1,386,978 $76.3M
IFM Investors Pty Ltd 0.63% Reduce -0.8% 1,382,063 $76.0M
Eastern Bank 1.31% Add +1.3% 1,380,156 $75.9M
Candriam S.C.A. 0.38% Reduce -1.9% 1,368,433 $75.3M
Bank Julius Baer & Co. Ltd, Zurich 0.20% Add +3747.1% 1,348,860 $74.3M
Citizens Financial Group Inc. 0.99% Add +1.0% 1,348,048 $74.1M
Douglas Lane & Associates, LLC 1.02% Reduce -8.1% 1,347,980 $74.1M
Jane Street Group, LLC 0.09% Add +373.3% 1,327,906 $73.0M
Mercer Global Advisors Inc. 0.11% Add +11.6% 1,405,647 $70.9M
Freestone Grove Partners LP 0.51% Reduce -22.4% 1,272,660 $70.0M
Ilmarinen Mutual Pension Insurance Co 0.56% Reduce -2.8% 1,268,620 $69.8M
Cresset Asset Management, LLC 0.30% Reduce -2.4% 1,265,462 $69.6M
Amalgamated Bank 0.50% Reduce -3.4% 1,264,711 $69.6M
PensionDanmark Pensionsforsikringsaktieselskab 0.63% — 1,261,350 $69.4M
Crake Asset Management LLP 2.70% Add +14.0% 1,254,061 $69.0M
Blue Sparrow, LLC 1.29% — 1,250,236 $68.8M
D1 Capital Partners 0.64% Reduce -77.5% 1,245,247 $68.5M
Bahl & Gaynor LLC 0.34% Add +0.2% 1,238,070 $68.1M
Varma Mutual Pension Insurance Co 0.40% Reduce -1.0% 1,196,424 $65.8M
Scotia Capital Inc. 0.26% Add +0.9% 1,194,774 $65.7M
EFG International AG 1.27% — 1,191,208 $65.5M
Berkshire Asset Management LLC 2.83% Reduce -1.5% 1,171,125 $64.4M
Mirae Asset Global Investments Co., Ltd. 0.18% Add +7.3% 1,160,854 $63.8M
Blackstone Inc. 0.28% Add +20.4% 1,155,000 $63.5M
Woodline Partners LP 0.25% Add +27.9% 1,152,126 $63.4M
Davis Selected Advisers 0.28% Reduce -0.1% 1,149,873 $63.2M
Shapiro Capital Management LLC 3.34% Reduce -6.6% 1,149,004 $63.2M
Waters Parkerson & Co., LLC 3.10% Reduce -1.1% 1,147,363 $63.1M
Hosking Partners LLP 2.13% Reduce -4.5% 1,140,892 $62.7M
Spectrum Financial Alliance Ltd LLC 12.34% Add +7.8% 1,135,769 $62.5M
Raiffeisen Bank International AG 0.80% Add +81.0% 1,125,734 $62.2M
Capital International Sarl 1.00% Add +52.8% 1,128,529 $62.1M
Salem Investment Counselors Inc. 1.75% Reduce -0.7% 1,126,924 $62.0M
Daiwa Securities Group Inc. 0.20% Add +1.3% 1,126,654 $62.0M
Teachers Retirement System of the State of Kentucky 0.46% No change 1,119,219 $61.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.51% Reduce -4.0% 1,113,180 $61.2M
GMO 0.16% Add +5.9% 1,110,699 $61.1M
Utah Retirement Systems 0.58% Reduce -0.5% 1,109,327 $61.0M
Xponance LLC 0.46% Add +4.5% 1,107,166 $60.9M
MKP Capital Management, L.L.C. 2.15% New 1,100,000 $60.5M
MAI Capital Management 0.34% Add +1.9% 1,082,459 $59.5M
TCTC Holdings, LLC 1.77% Reduce -0.6% 1,080,066 $59.4M
Commerce Bank 0.33% Reduce -1.8% 1,071,322 $58.9M
USS Investment Management Ltd 0.29% Reduce -0.4% 1,068,183 $58.7M
BCV Asset Management Inc. 1.47% — 796,026 $58.2M
Blair William & Co. 0.16% Reduce -0.4% 1,050,709 $57.8M
BlueCrest Capital Management Ltd 2.44% New 1,049,093 $57.7M
Miller Howard Investments Inc. 1.74% Reduce -1.3% 1,048,024 $57.6M
Banco Santander, S.A. 0.43% Reduce -5.5% 1,043,242 $57.4M
NorthCrest Asset Manangement, LLC 1.27% Add +1.3% 1,002,666 $57.0M
HRT Financial LP 0.18% New 1,036,097 $57.0M
Cullen/Frost Bankers, Inc. 0.62% Add +4.4% 1,029,767 $56.6M
Police & Firemen's Retirement System of New Jersey 0.47% Reduce -6.3% 1,018,197 $56.0M
Assetmark, Inc. 0.11% Add +22.9% 1,016,670 $55.9M
Bridgewater Associates 0.20% Add +76.9% 1,010,393 $55.6M
Pathstone Holdings, LLC 0.21% Add +0.7% 1,007,783 $55.4M
Crossmark Global Holdings, Inc. 0.79% Add +16.3% 1,005,209 $55.3M
BSN CAPITAL PARTNERS Ltd 2.57% New 1,006,820 $54.6M
Welch & Forbes LLC 0.66% Reduce -1.6% 989,978 $54.4M
Sequoia Financial Advisors, LLC 0.30% Add +5.6% 988,882 $54.4M
Letko, Brosseau & Associates Inc. 0.88% Reduce -0.5% 979,815 $53.9M
Groupe la Francaise 0.79% Add +28.4% 981,415 $53.8M
Exane Asset Management 11.28% Add +16175.1% 830,029 $53.6M
New York Life Investment Management LLC 0.46% Reduce -1.8% 973,487 $53.5M
Teewinot Capital Advisers, L.L.C. 3.86% New 956,534 $52.6M
Wealthfront Advisers LLC 0.12% Add +2.2% 935,801 $51.5M
NEOS Investment Management LLC 0.30% Add +15.5% 935,345 $51.4M
Vanguard Personalized Indexing Management, LLC 0.50% Add +5.3% 933,304 $51.3M
NewEdge Advisors, LLC 0.19% Add +32.8% 951,532 $51.3M
Vident Advisory, LLC 0.48% Add +12.2% 925,034 $50.9M
Ofi Invest Asset Management 0.72% Add +11.9% 1,080,863 $50.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.35% Reduce -16.5% 919,080 $50.6M
Prudential PLC 0.41% Add +30.6% 920,194 $50.6M
Hudson Bay Capital Management LP 0.32% Add +22.1% 916,689 $50.4M
Rathbones Group PLC 0.20% Reduce -1.2% 915,457 $50.4M
Todd Asset Management LLC 0.98% Reduce -0.2% 912,044 $50.2M
FIL Ltd 0.04% Add +20.9% 906,077 $49.8M
Rakuten Investment Management, Inc. 0.17% Add +7006.6% 897,273 $49.7M
Pinnacle Associates Ltd. 0.63% Reduce -0.1% 899,247 $49.5M
Public Employees Retirement Association of Colorado 0.18% Reduce -2.2% 898,327 $49.4M
Tudor Investment Corporation 0.28% New 897,898 $49.4M
Regions Financial Corp. 0.32% Add +162.8% 897,020 $49.3M
Adams Diversified Equity Fund, Inc. 1.64% Reduce -2.5% 895,968 $49.3M
MML Investors Services, LLC 0.12% Add +6.0% 894,859 $49.2M
Nissay Asset Management Corp. /Japan 0.25% Reduce -0.8% 888,110 $48.8M
Cambridge Investment Research Advisors, Inc. 0.13% Reduce -1.8% 885,022 $48.7M
Vinva Investment Management Ltd 0.60% Add +44.6% 876,309 $48.4M
TD Waterhouse Canada Inc. 0.30% Reduce -1.8% 879,710 $48.4M
Nippon Life Global Investors Americas, Inc. 2.00% Add +3.9% 879,330 $48.4M
SG Americas Securities, LLC 0.06% Add +22.6% 864,829 $47.6M
Trillium Asset Management, LLC 1.43% Reduce -3.6% 837,617 $46.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% Reduce -37.6% 842,306 $46.3M
Ancora Advisors LLC 0.94% Add +0.6% 829,449 $45.6M
Erste Asset Management GmbH 0.38% Add +33.9% 823,054 $45.4M
Swiss Life Asset Management Ltd 0.23% Add +3.0% 822,863 $45.3M
Concurrent Investment Advisors, LLC 0.52% Add +117.6% 819,094 $45.1M
Banque Pictet & Cie SA 0.45% Reduce -3.5% 817,948 $45.0M
Westwood Holdings Group Inc. 0.37% Reduce -8.5% 817,260 $44.9M
QRG Capital Management, Inc. 0.50% Add +3.6% 816,849 $44.9M
Tidal Investments LLC 0.19% Add +4.4% 814,545 $44.8M
Azimuth Capital Investment Management LLC 1.58% Reduce -0.1% 802,117 $44.1M
Kimelman & Baird, LLC 3.36% Reduce -0.6% 793,994 $43.7M
Davis R M Inc. 0.75% Add +9.7% 788,161 $43.3M
Yousif Capital Management, LLC 0.47% Reduce -6.7% 827,830 $43.1M
Los Angeles Capital Management LLC 0.15% Add +38.3% 811,666 $43.0M
OP Asset Management Ltd 0.51% Reduce -0.4% 781,789 $43.0M
Munich Reinsurance Co Stock Corp in Munich 1.04% Reduce -11.7% 770,797 $42.6M
Oregon Public Employees Retirement Fund 0.54% Reduce -1.2% 769,425 $42.3M
Steward Partners Investment Advisory, LLC 0.23% Reduce -1.1% 765,057 $42.1M
Mesirow Financial Investment Management, Inc. 0.86% Reduce -7.1% 763,190 $42.0M
RBF Capital, LLC 1.91% No change 760,000 $41.8M
Crestwood Advisors Group, LLC 0.70% Add +55.8% 759,622 $41.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.25% Add +50.8% 754,469 $41.5M
Glenmede Trust Co. NA 0.19% — 742,258 $40.8M
Picton Mahoney Asset Management 0.45% Add +6.6% 740,139 $40.7M
Flputnam Investment Management Co. 0.59% Add +78.0% 739,736 $40.7M
UMB Bank, n.a. 0.54% Add +2.0% 733,919 $40.4M
ASR Vermogensbeheer N.V. 0.47% Reduce -0.9% 731,838 $40.3M
Migdal Insurance & Financial Holdings Ltd. 0.35% No change 730,000 $40.1M
Mizuho Markets Americas LLC 0.86% New 728,500 $40.1M
Covea Finance 1.31% Reduce -4.9% 725,300 $39.9M
Heritage Investors Management Corp. 1.16% Reduce -1.4% 721,856 $39.7M
Mutual of America Capital Management LLC 0.42% Reduce -2.3% 721,422 $39.7M
Ieq Capital, LLC 0.12% Add +1.9% 714,415 $39.3M
Brevan Howard Capital Management LP 0.82% Add +98.7% 712,959 $39.2M
iA Global Asset Management Inc. 0.50% Add +34.1% 711,643 $39.1M
Tiaa Trust, National Association 0.09% Add +2.5% 707,724 $38.9M
Badgley Phelps Wealth Managers, LLC 0.71% Add +2.3% 706,499 $38.9M
B. Metzler seel. Sohn & Co. AG 0.34% Add +3.9% 704,492 $38.8M
Verition Fund Management LLC 0.22% Reduce -37.7% 697,566 $38.4M
Fullerton Fund Management Co Ltd. 1.68% Reduce -20.3% 697,527 $38.4M
NorthCoast Asset Management LLC 0.85% Reduce -16.1% 696,137 $38.3M
BI Asset Management Fondsmaeglerselskab A/S 0.33% Add +60.7% 689,467 $37.9M
Northwest & Ethical Investments L.P. 0.85% Reduce -4.5% 687,919 $37.8M
Gradient Investments LLC 0.60% Add +0.3% 686,142 $37.7M
U.S. Capital Wealth Advisors, LLC 0.97% Add +0.1% 673,436 $37.0M
State of Alaska, Department of Revenue 0.39% Reduce -8.8% 667,258 $36.7M
MassMutual Private Wealth & Trust, FSB 0.94% Reduce -2.8% 664,000 $36.5M
&partners 0.19% Reduce -6.9% 656,369 $36.1M
AIA Group Ltd 0.54% Add +65.1% 651,096 $35.8M
Schonfeld Strategic Advisors LLC 0.18% Add +58.0% 646,236 $35.5M
Hancock Whitney Corp. 0.64% Reduce -1.4% 644,282 $35.4M
Evelyn Partners Investment Management LLP 0.98% Reduce -1.8% 642,622 $35.3M
Northwestern Mutual Wealth Management Co. 0.02% Add +2.3% 640,977 $35.3M
Pacer Advisors, Inc. 0.09% Reduce -18.4% 640,361 $35.2M
ExodusPoint Capital Management, LP 0.39% New 635,916 $35.0M
Investment Management Corp of Ontario 0.46% Add +34.4% 634,088 $34.9M
Elo Mutual Pension Insurance Co 0.53% Add +10.7% 630,535 $34.7M
Vest Financial, LLC 0.43% Add +85.6% 614,670 $33.8M
Interval Partners, LP 0.79% Add +61.7% 610,576 $33.6M
Easterly Investment Partners LLC 2.06% Add +7.3% 610,028 $33.6M
Simon Quick Advisors, LLC 1.46% Reduce -6.8% 609,187 $33.5M
Vestor Capital, LLC 2.78% Add +91.4% 205,640 $33.0M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 1.19% — 600,623 $33.0M
Capital International Ltd. 1.16% Add +48.7% 599,536 $33.0M
Governors Lane LP 3.04% Reduce -17.8% 594,965 $32.7M
Pinnacle Financial Partners, Inc. 0.25% — 592,646 $32.6M
Peapack Gladstone Financial Corp. 0.41% Reduce -2.0% 590,290 $32.5M
Generate Investment Management Ltd 1.44% Add +31.5% 574,686 $31.6M
Waverly Advisors, LLC 0.25% Add +76.6% 565,932 $31.1M
Daiichi Life Insurance Co., Ltd. 0.80% Add +8.4% 565,459 $31.1M
71 West Capital Partners 1.43% — 563,955 $31.0M
Holocene Advisors, LP 0.07% Reduce -72.9% 560,475 $30.8M
Hardman Johnston Global Advisors LLC 1.46% Add +16.8% 557,970 $30.7M
Horizon Investments, LLC 0.39% Add +103.4% 555,891 $30.6M
Hutchinson Capital Management 5.20% Reduce -0.0% 551,814 $30.3M
Carnegie Investment Counsel 0.56% Add +3.8% 549,983 $30.2M
Kestra Advisory Services, LLC 0.12% Reduce -11.2% 546,216 $30.0M
Empire Life Investments Inc. 1.69% Add +0.0% 544,500 $29.9M
AustralianSuper Pty Ltd 0.14% Add +424.4% 541,677 $29.8M
Bank Pictet & Cie (Europe) AG 0.59% Reduce -14.8% 540,007 $29.7M
Allstate Corp. 0.40% Add +107.0% 537,695 $29.6M
CapWealth Advisors, LLC 2.59% Reduce -0.4% 536,739 $29.5M
Private Advisor Group, LLC 0.14% Add +5.1% 527,943 $29.0M
Factory Mutual Insurance Co. 0.29% Reduce -1.5% 527,130 $29.0M
Ariel Investments 0.31% Reduce -4.1% 517,442 $28.5M
Payden & Rygel 1.97% Reduce -9.4% 515,700 $28.4M
Avanza Fonder AB 0.72% Add +2.4% 514,789 $28.3M
Braun Stacey Associates Inc. 0.91% Add +0.5% 511,472 $28.1M
Wesleyan Assurance Society 1.60% Add +0.5% 505,050 $27.8M
Certuity, LLC 1.74% Reduce -4.0% 502,163 $27.6M
Bornite Capital Management LP 2.68% New 500,000 $27.5M
Capital Investment Advisors, LLC 0.42% Add +0.7% 498,172 $27.4M
Envestnet Portfolio Solutions, Inc. 0.10% Add +4.3% 497,234 $27.3M
Osmosis Investment Management UK Ltd 0.69% — 495,985 $27.3M
Beacon Pointe Advisors, LLC 0.19% Reduce -1.3% 489,597 $26.9M
GAMCO Investors 0.25% Reduce -1.5% 479,345 $26.4M
Tocqueville Asset Management L.P. 0.38% Add +1.9% 478,669 $26.3M
Stephens Inc. 0.33% Reduce -5.7% 477,583 $26.3M
Mizuho Securities USA LLC 0.43% Reduce -1.4% 489,182 $26.2M
Matthew Goff Investment Advisor, LLC 4.65% Reduce -3.1% 476,902 $26.2M
Van Eck Associates Corp. 0.02% Add +73.1% 472,351 $26.0M
NS Partners Ltd 1.01% Add +0.6% 468,797 $25.8M
Allworth Financial LP 0.11% Add +26.4% 467,273 $25.7M
Forbes J M & Co. LLP 2.07% Add +1.1% 464,194 $25.5M
D.A. Davidson & Co. 0.15% Reduce -0.0% 458,469 $25.2M
Shelton Capital Management 0.50% Reduce -23.4% 457,536 $25.2M
Ethic Inc. 0.39% Add +8.2% 457,505 $25.2M
Rollins Financial Advisors, LLC 3.68% Reduce -7.7% 455,474 $25.1M
Aristotle Atlantic Partners, LLC 1.14% Reduce -3.2% 452,265 $24.9M
Natixis 0.10% Reduce -45.6% 444,849 $24.5M
Bridgeway Capital Management, LLC 0.51% Add +0.4% 444,067 $24.4M
Generali Asset Management SPA SGR 0.50% Reduce -5.3% 443,875 $24.4M
Lido Advisors, LLC 0.10% Add +10.2% 463,968 $24.4M
AEGON ASSET MANAGEMENT UK Plc 0.29% Reduce -11.4% 440,129 $24.2M
Applied Finance Capital Management, LLC 1.72% Reduce -5.2% 437,260 $24.0M
General Pension Society PZU Joint Stock Co 4.84% No change 435,112 $23.9M
Knights of Columbus Asset Advisors LLC 1.34% Add +5.1% 429,644 $23.6M
Groupama Asset Managment 0.35% Reduce -3.2% 425,294 $23.4M
GoodHaven Capital Management, LLC 7.62% No change 423,529 $23.3M
Kentucky Retirement Systems 0.63% No change 423,470 $23.3M
Huber Capital Management LLC 3.39% Add +7.7% 418,601 $23.0M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.33% — 414,841 $22.8M
Van Lanschot Kempen Investment Management N.V. 0.20% Reduce -4.3% 414,547 $22.8M
Y-Intercept (Hong Kong) Ltd 0.51% New 414,488 $22.8M
Evergreen Capital Management LLC 0.51% Add +21.8% 412,946 $22.7M
HB Wealth Management, LLC 0.15% Add +5.2% 409,871 $22.5M
DAVENPORT & Co LLC 0.12% Add +6.4% 409,332 $22.5M
Norinchukin Bank, The 0.26% Add +5.3% 409,191 $22.5M
Edgar Lomax Co. 1.71% Reduce -2.2% 409,135 $22.5M
Two Sigma Investments, LP 0.04% Reduce -91.8% 408,349 $22.5M
DDD Partners, LLC 1.42% Add +0.5% 406,530 $22.4M
Illinois Municipal Retirement Fund 0.28% Add +21.0% 402,046 $22.1M
Atria Investments, Inc 0.25% Reduce -0.3% 399,700 $22.0M
Voleon Capital Management LP 0.47% Reduce -42.5% 398,602 $21.9M
HM Payson & Co. 0.31% Add +0.1% 397,270 $21.8M
CIBC Private Wealth Group LLC 0.04% Add +2.1% 396,971 $21.8M
NFJ Investment Group, LLC 0.78% Reduce -4.3% 396,590 $21.8M
Davidson Investment Advisors 0.91% Reduce -1.5% 395,519 $21.8M
Glenview Trust Co 0.34% Reduce -3.6% 395,372 $21.7M
Polar Capital Holdings Plc 0.10% Add +1.9% 391,610 $21.5M
Farmers & Merchants Investments Inc. 0.59% Add +1.1% 390,379 $21.5M
Manning & Napier Advisors LLC 0.28% Reduce -14.6% 386,652 $21.4M
Hartford Investment Management Co. 0.64% Reduce -2.8% 388,385 $21.4M
SP Asset Management LLC 1.68% Add +0.8% 387,012 $21.3M
EP Wealth Advisors, LLC 0.11% — 385,240 $21.2M
Prospera Financial Services Inc 0.35% Reduce -3.7% 385,143 $21.2M
Cinctive Capital Management LP 1.22% Reduce -21.6% 383,251 $21.1M
Cander Asset Management LP 3.89% — 382,302 $21.0M
Wharton Business Group, LLC 0.80% Reduce -1.8% 381,303 $21.0M
Jacobs Levy Equity Management, Inc. 0.08% Reduce -57.1% 374,896 $20.6M
Tweedy, Browne Co LLC 1.66% Reduce -1.7% 374,462 $20.6M
Kestra Private Wealth Services, LLC 0.26% Add +0.6% 373,151 $20.5M
Live Oak Private Wealth LLC 2.78% Reduce -1.2% 371,522 $20.4M
Z3 Capital Partners, LLC 4.83% — 365,295 $20.1M
Associated Banc-Corp 0.51% Add +0.7% 364,438 $20.0M
Delta Global Management LP 1.45% Reduce -18.0% 362,860 $20.0M
Gulf International Bank (UK) Ltd 0.64% No change 360,843 $19.8M
Callan Family Office, LLC 0.42% Add +25.3% 358,165 $19.7M
Silvercrest Asset Management Group LLC 0.13% Reduce -2.0% 349,280 $19.2M
Griffin Asset Management, Inc. 2.05% Add +1.1% 344,526 $18.9M
Banque Cantonale Vaudoise 0.67% Reduce -12.1% 343,696 $18.9M
Orion Porfolio Solutions, LLC 0.14% Add +8.5% 343,339 $18.9M
Louisiana State Employees Retirement System 0.32% Reduce -4.0% 343,200 $18.9M
Canada Post Corp Registered Pension Plan 0.71% Add +7.9% 338,634 $18.6M
Wesbanco Bank Inc. 0.51% Add +0.6% 338,522 $18.6M
Xcel Wealth Management, LLC 4.83% Reduce -1.3% 336,713 $18.5M
KCM Investment Advisors LLC 0.59% Reduce -7.8% 335,262 $18.4M
United Asset Strategies, Inc. 1.42% Add +0.5% 333,612 $18.3M
Maryland State Retirement & Pension System 0.38% Reduce -0.9% 333,160 $18.3M
Allianz SE 0.24% No change 331,935 $18.3M
BW Gestao de Investimentos Ltda. 0.63% New 324,823 $17.9M
Andra AP-fonden 0.22% Add +601.8% 324,217 $17.8M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2.39% Add +37.5% 324,107 $17.8M
PB Investment Partners, L.P. 11.26% Reduce -1.4% 322,345 $17.7M
Tred Avon Family Wealth, LLC 5.78% No change 322,268 $17.7M
Stanley Capital Management, LLC 2.96% No change 321,642 $17.7M
Allied Investment Advisors, LLC 2.72% Add +0.4% 320,441 $17.6M
L & S Advisors Inc 1.80% Add +37.7% 320,374 $17.6M
Texas Yale Capital Corp. 0.53% Add +0.5% 318,931 $17.5M
Quadrature Capital Ltd 0.18% New 316,433 $17.4M
KLCM Advisors, Inc. 1.50% Reduce -2.2% 316,124 $17.4M
New Mexico Educational Retirement Board 0.51% Add +5.8% 313,254 $17.2M
Auxier Asset Management LLC 2.41% Reduce -2.2% 311,758 $17.1M
Laird Norton Wetherby Trust Company, LLC 0.36% Add +1413.2% 311,750 $17.1M
Diversified Trust Co. 0.31% Add +10.7% 310,879 $17.1M
Argent Trust Co 0.58% Add +1.3% 309,958 $17.0M
Linscomb Wealth, Inc. 0.71% Reduce -0.3% 309,109 $17.0M
First Citizens Bank & Trust Co. 0.35% Reduce -1.9% 308,566 $17.0M
CCM Investment Advisers LLC 1.61% Add +1.5% 305,583 $16.8M
First Manhattan Co. Llc. 0.04% Add +2.7% 304,454 $16.7M
S-Bank Fund Management Ltd 2.17% Reduce -0.0% 303,768 $16.7M
Union Bancaire Privee, UBP SA 0.20% Add +642.5% 322,150 $16.6M
Allen Holding Inc. 1.57% No change 300,000 $16.5M
Metis Global Partners, LLC 0.39% Reduce -9.5% 299,829 $16.5M
Dana Investment Advisors, Inc. 0.48% Reduce -1.4% 298,048 $16.4M
Livforsakringsbolaget Skandia, Omsesidigt 0.64% Reduce -1.1% 297,151 $16.3M
Highland Capital Management, LLC 0.81% Reduce -5.1% 296,986 $16.3M
Bradley Foster & Sargent Inc. 0.24% Add +0.9% 294,183 $16.2M
Lockheed Martin Investment Management Co. 0.54% Reduce -53.4% 293,160 $16.1M
Lombard Odier Asset Management (Switzerland) SA 0.68% Add +243.7% 290,173 $16.0M
MUFG Securities EMEA plc 0.18% Reduce -23.7% 289,421 $15.9M
Silicon Valley Capital Partners 1.45% Add +0.2% 289,138 $15.9M
Bokf, NA 0.24% Add +2.7% 287,530 $15.8M
Estabrook Capital Management 2.32% Reduce -2.1% 286,808 $15.8M
Bourgeon Capital Management LLC 2.60% Add +0.2% 285,505 $15.7M
Cornerstone Wealth Group, LLC 1.06% Add +0.8% 282,472 $15.5M
Nixon Peabody Trust Co. 1.17% Reduce -4.3% 281,178 $15.5M
Equitable Trust Co. 0.69% Reduce -1.9% 279,985 $15.4M
Fidelis Capital Partners, LLC 1.12% Add +23.9% 279,559 $15.4M
AG2R La Mondiale Gestion D'actifs 0.68% Add +3.7% 278,948 $15.3M
Sit Investment Associates Inc. 0.30% Reduce -10.3% 278,258 $15.3M
Freestone Capital Holdings, LLC 0.45% Reduce -2.5% 278,236 $15.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.37% Reduce -0.7% 278,235 $15.3M
Cohen Klingenstein LLC 0.46% Reduce -0.1% 277,810 $15.3M
J.P. Marvel Investment Advisors, LLC 2.12% Reduce -5.1% 277,327 $15.3M
Intech Investment Management LLC 0.14% Add +12.6% 277,208 $15.2M
Headlands Technologies LLC 1.27% Add +54.3% 276,344 $15.2M
WASHINGTON TRUST Co 0.50% Add +6.0% 275,841 $15.2M
Assenagon Asset Management S.A. 0.02% Add +22.5% 275,502 $15.2M
Composition Wealth, LLC 0.22% Add +2.3% 274,846 $15.1M
Dupont Capital Management Corp. 1.68% Reduce -7.5% 271,350 $14.9M
HUB Investment Partners, LLC 0.41% New 271,228 $14.9M
Davis-Rea LTD. 3.73% Add +1.7% 271,116 $14.9M
Hoertkorn Richard Charles 5.79% Reduce -1.4% 271,115 $14.9M
Waratah Capital Advisors Ltd. 1.13% Add +41.4% 271,035 $14.9M
Fifth Third Wealth Advisors LLC 0.52% Add +2.2% 270,168 $14.9M
Northside Capital Management, LLC 1.29% No change 269,959 $14.8M
Arnhold LLC 1.12% No change 268,942 $14.8M
United Capital Financial Advisors, LLC 0.09% Add +16.6% 268,689 $14.8M
OpenArc Corporate Advisory, LLC 0.24% — 268,276 $14.8M
Jamison Private Wealth Management, Inc. 1.83% Reduce -0.1% 266,791 $14.7M
Gotham Asset Management 0.05% Add +7.5% 266,488 $14.7M
Stratos Wealth Partners, LTD. 0.17% Add +1.3% 266,391 $14.7M
True North Advisors, LLC 1.89% Reduce -0.4% 265,583 $14.6M
Gabelli Funds LLC 0.10% Reduce -1.0% 265,500 $14.6M
Intact Investment Management Inc. 0.42% Add +7.9% 265,400 $14.6M
Benjamin Edwards Inc. 0.16% Add +118.0% 264,612 $14.6M
Commerzbank Aktiengesellschaft 0.30% Add +49.2% 264,474 $14.5M
Stockman Wealth Management, Inc. 1.69% Add +2.4% 262,613 $14.4M
Redwood Grove Capital, LLC 4.10% Reduce -14.1% 261,607 $14.4M
LS Investment Advisors, LLC 2.01% Reduce -0.7% 260,879 $14.3M
Caisse Des Depots Et Consignations 0.33% No change 260,363 $14.3M
River Wealth Advisors LLC 1.60% Add +9.9% 259,550 $14.3M
Brown Brothers Harriman & Co. 0.08% Add +8.2% 257,406 $14.2M
SouthState Bank Corp 0.63% Add +1.3% 255,139 $14.0M
German American Bancorp, Inc. 1.19% Reduce -0.7% 254,443 $14.0M
Chilton Capital Management LLC 0.48% Add +0.1% 254,311 $14.0M
Madison Asset Management, LLC 0.16% Reduce -3.6% 254,087 $14.0M
Roffman Miller Associates Inc. 0.76% Reduce -10.9% 254,039 $14.0M
Boston Common Asset Management, LLC 0.83% Reduce -1.9% 251,391 $13.8M
Intesa Sanpaolo S.p.A. 0.89% — 249,992 $13.8M
Westbourne Investment Advisors, Inc. 3.81% Reduce -2.7% 251,236 $13.8M
Merit Financial Group, LLC 0.11% Add +21.9% 250,668 $13.8M
Farther Finance Advisors, LLC 0.15% Add +55.5% 249,524 $13.7M
Adams Asset Advisors, LLC 1.82% Reduce -0.5% 248,042 $13.6M
E. Ohman J:or Asset Management AB 0.32% Reduce -18.6% 246,388 $13.6M
Howe & Rusling Inc. 0.90% Add +2.9% 246,236 $13.5M
Channing Capital Management, LLC 0.35% Reduce -1.7% 245,660 $13.5M
World Investment Advisors 0.22% Add +45.1% 244,191 $13.4M
Savant Capital, LLC 0.08% Add +4.3% 243,981 $13.4M
Wedbush Securities Inc. 0.39% Add +28.7% 242,216 $13.3M
Trustmark Bank Trust Department 0.84% Add +1.0% 241,782 $13.3M
JTC Employer Solutions Trustee Ltd 0.90% No change 241,805 $13.3M
First American Bank 0.80% Add +7.5% 240,237 $13.2M
Tokio Marine Asset Management Co. Ltd. 0.45% Add +2.3% 240,236 $13.2M
Great Lakes Retirement, Inc. 1.37% Add +0.4% 239,496 $13.2M
Thompson Investment Management, Inc. 1.65% Reduce -0.7% 238,845 $13.1M
Venture Visionary Partners LLC 0.43% Reduce -2.0% 235,712 $13.1M
Sowell Financial Services LLC 0.48% Reduce -0.8% 237,223 $13.0M
Janney Capital Management LLC 0.82% Reduce -1.1% 237,215 $13.0M
NewEdge Wealth, LLC 0.15% Add +32.7% 236,388 $13.0M
Ashton Thomas Private Wealth, LLC 0.32% Reduce -2.9% 236,277 $13.0M
GLOBALT Investments LLC / GA 0.47% Add +8.9% 235,767 $13.0M
Meitav Investment House Ltd. 0.15% Add +29.4% 235,350 $13.0M
Goelzer Investment Management, Inc. 0.60% Add +3.8% 235,335 $12.9M
Global Wealth Management Investment Advisory, Inc. 2.07% Add +1.6% 235,200 $12.9M
Fred Alger Management, LLC 0.05% New 234,431 $12.9M
Pallas Capital Advisors LLC 0.42% Add +15.2% 233,865 $12.9M
Empirical Finance, LLC 0.61% Reduce -4.5% 233,604 $12.8M
Campbell & CO Investment Adviser LLC 0.62% Add +1774.8% 233,564 $12.8M
Axxcess Wealth Management, LLC 0.23% Add +3.9% 233,354 $12.8M
Tufton Capital Management 2.24% Reduce -0.6% 232,597 $12.8M
Simmons Bank 0.85% Add +0.4% 232,415 $12.8M
Parallax Volatility Advisers, L.P. 0.45% Reduce -65.6% 232,225 $12.8M
HighPoint Advisor Group LLC 0.28% Add +42.1% 232,118 $12.8M
WINTON GROUP Ltd 0.44% Reduce -12.0% 231,326 $12.7M
North Dakota State Investment Board 0.47% — 231,252 $12.7M
Florida Trust Wealth Management Co 0.35% Add +0.2% 231,028 $12.7M
Ritholtz Wealth Management 0.23% Add +9.9% 231,018 $12.7M
Blume Capital Management, Inc. 2.32% Reduce -0.6% 229,489 $12.6M
MMBG Investment Advisors Co. 1.06% Reduce -4.0% 228,766 $12.6M
Phoenix Financial Ltd. 0.14% Reduce -16.5% 226,814 $12.6M
Independent Advisor Alliance 0.31% Add +0.3% 228,633 $12.6M
J.W. Cole Advisors, Inc. 0.30% Reduce -7.5% 253,671 $12.6M
Bailard, Inc. 0.28% Add +0.1% 227,456 $12.5M
Becker Capital Management Inc. 0.36% Reduce -1.7% 227,281 $12.5M
Anderson Hoagland & Co. 1.07% Reduce -2.4% 226,728 $12.5M
Financiere des Professionnels - Fonds d'investissement inc. 0.70% Reduce -0.3% 225,307 $12.4M
Quadrant Capital Group LLC 0.37% Add +1.3% 225,294 $12.4M
Udine Wealth Management, Inc. 5.82% Add +1.5% 223,750 $12.3M
CENTRAL TRUST Co 0.24% Reduce -0.1% 223,007 $12.3M
Bearing Point Capital, LLC 1.92% Add +7.0% 222,877 $12.3M
New Age Alpha Advisors, LLC 0.53% Reduce -8.7% 222,718 $12.2M
RPG Investment Advisory, LLC 1.39% Add +0.2% 222,344 $12.2M
Arkadios Wealth Advisors 0.24% Add +15.2% 222,038 $12.2M
Prime Capital Investment Advisors, LLC 0.15% Add +9.8% 221,769 $12.2M
Cercano Management LLC 0.46% No change 221,184 $12.2M
Aptus Capital Advisors, LLC 0.10% Reduce -3.5% 219,731 $12.1M
Arvest Bank Trust Division 0.65% Reduce -5.7% 219,446 $12.1M
Valeo Financial Advisors, LLC 0.27% Add +7.9% 219,028 $12.0M
Bleakley Financial Group, LLC 0.21% Add +15.4% 218,871 $12.0M
McMillan Office, Inc. 1.44% — 217,106 $11.9M
Contravisory Investment Management, Inc. 2.36% Reduce -4.0% 216,858 $11.9M
Johnson Investment Counsel Inc. 0.10% Reduce -1.9% 216,306 $11.9M
Moneta Group Investment Advisors LLC 0.09% Reduce -2.9% 216,089 $11.9M
Nicholas Investment Partners, LP 0.98% No change 215,093 $11.8M
Vise Technologies, Inc. 0.23% Add +53.6% 215,070 $11.8M
Northwestern Mutual Investment Management Company, LLC 0.14% Reduce -1.2% 214,662 $11.8M
Vontobel Holding Ltd. 0.04% Reduce -6.3% 211,375 $11.6M
Summit Trail Advisors, LLC 0.20% Reduce -13.8% 210,637 $11.6M
Concord Investment Counsel Inc. 3.75% Reduce -0.4% 209,905 $11.5M
Laurel Wealth Advisors LLC 1.52% Reduce -1.6% 208,903 $11.5M
Triglav Investments, D.O.O. 0.72% Add +0.0% 206,735 $11.4M
NWF Advisory Services Inc. 1.25% Reduce -8.6% 206,297 $11.3M
Fagan Associates, Inc. 1.51% Add +2.1% 206,006 $11.3M
XML Financial, LLC 0.92% Reduce -13.1% 204,423 $11.2M
Providence Capital Advisors, LLC 1.89% Reduce -1.1% 203,787 $11.2M
Qsemble Capital Management, LP 0.92% Add +92.4% 202,982 $11.2M
Dakota Wealth Management 0.20% Add +5.2% 202,083 $11.1M
Huntington National Bank 0.09% Add +1.6% 201,720 $11.1M
Tower Research Capital LLC (TRC) 0.27% Add +76.9% 201,374 $11.1M
Agave Capital Management Ltd 1.85% — 201,000 $11.1M
Fiduciary Trust Co 0.13% Reduce -2.8% 201,014 $11.1M
Perigon Wealth Management, LLC 0.20% Add +2.4% 200,907 $11.0M
Global Retirement Partners, LLC 0.20% Add +78.5% 200,800 $11.0M
Leonteq Securities AG 0.59% Reduce -49.3% 200,046 $11.0M
Schnieders Capital Management, Llc. 1.72% Add +4.8% 199,530 $11.0M
North Star Investment Management Corp. 0.69% Reduce -3.6% 198,855 $10.9M
Yarbrough Capital, LLC 0.34% Reduce -32.7% 198,705 $10.9M
Novare Capital Management LLC 0.82% Add +1.1% 198,561 $10.9M
Caprock Group, LLC 0.23% Add +1.8% 198,212 $10.9M
Birch Hill Investment Advisors LLC 0.46% Reduce -2.5% 198,000 $10.9M
Signaturefd, LLC 0.17% Add +1.4% 197,373 $10.9M
Pettyjohn, Wood & White, Inc. 1.70% Reduce -0.3% 197,216 $10.8M
DCM Advisors, LLC 4.50% Reduce -0.3% 197,120 $10.8M
Access Investment Management LLC 2.91% No change 210,075 $10.8M
Mufg Securities Americas Inc. 0.68% Reduce -1.1% 196,648 $10.8M
Consolidated Investment Group LLC 1.28% No change 195,138 $10.7M
First Financial Bank - Trust Division 0.87% Reduce -0.5% 192,853 $10.6M
DRW Securities, LLC 0.80% Reduce -30.2% 192,370 $10.6M
XTX Topco Ltd 0.28% Add +620.0% 192,004 $10.6M
Borer Denton & Associates, Inc. 3.55% Reduce -0.5% 191,428 $10.5M
Henson-Edgewater Management, LLC 6.22% — 191,374 $10.5M
Sig Brokerage, LP 3.53% Reduce -2.6% 190,774 $10.5M
Wallington Asset Management, LLC 1.33% Add +0.2% 190,734 $10.5M
Greatmark Investment Partners, Inc. 1.24% Add +3.9% 190,574 $10.5M
Pavion Blue Capital, LLC 4.33% Reduce -0.4% 189,684 $10.4M
Equitable Holdings, Inc. 0.07% Add +13.6% 188,584 $10.4M
Plato Investment Management Ltd 0.68% Add +5.6% 187,505 $10.4M
Siemens Fonds Invest GmbH 0.55% Reduce -5.2% 187,038 $10.3M
Apollon Wealth Management, LLC 0.18% Add +0.7% 187,113 $10.3M
Philadelphia Trust Co. 0.71% Reduce -2.3% 186,214 $10.2M
Fusion Capital, LLC 2.88% Add +0.8% 186,029 $10.2M
Searle & Co. 2.62% Reduce -0.4% 184,303 $10.1M
Integrated Wealth Concepts LLC 0.12% Reduce -51.1% 183,893 $10.1M
Brookstone Capital Management 0.12% Reduce -0.6% 183,727 $10.1M
LMCG Investments, LLC 0.58% Reduce -2.7% 183,438 $10.1M
Securian Asset Management, Inc. 0.38% Reduce -44.5% 182,683 $10.0M
Sierra Capital LLC 1.06% No change 182,613 $10.0M
Stratos Investment Management, LLC 0.40% Add +0.8% 181,281 $10.0M
Diversify Wealth Management, LLC 0.46% Add +53.7% 182,072 $9.9M
Viking Fund Management LLC 1.15% No change 180,000 $9.9M
Advisory Services Network, LLC 0.14% Reduce -12.0% 179,866 $9.9M
Cambridge Financial Group, Inc. 3.77% Reduce -1.1% 179,391 $9.9M
Courier Capital LLC 0.55% Reduce -4.1% 179,249 $9.9M
Financial Avengers, Inc. 4.03% Reduce -1.8% 178,634 $9.8M
Kentucky Retirement Systems Insurance Trust Fund 0.63% No change 177,501 $9.8M
Boothbay Fund Management, LLC 0.26% Add +53.0% 177,399 $9.8M
Optiver Holding B.V. 0.18% Add +315.4% 177,295 $9.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.09% Reduce -0.8% 186,262 $9.7M
Compound Planning, Inc. 0.29% Add +12.3% 176,261 $9.7M
Phraction Management LLC 2.73% Reduce -0.1% 175,440 $9.6M
Unison Asset Management LLC 4.30% Add +2.5% 174,403 $9.6M
Atlantic Union Bankshares Corp 0.18% Reduce -2.2% 174,356 $9.6M
DMKC Advisory Services, LLC 4.19% Add +5.6% 173,482 $9.5M
Stolper Co 2.81% Add +0.3% 173,360 $9.5M
Praxis Investment Management Inc. 0.56% No change 173,310 $9.5M
Bollard Group LLC 0.25% Reduce -15.2% 173,280 $9.5M
Onex Canada Asset Management Inc. 1.32% Reduce -3.8% 172,409 $9.5M
Lee Danner & Bass Inc. 0.67% Add +0.1% 171,186 $9.4M
Vestcor Inc 0.27% Reduce -0.9% 169,941 $9.3M
tru Independence LLC 2.36% Reduce -4.1% 169,859 $9.3M
CWA Asset Management Group, LLC 0.34% Add +7.1% 168,966 $9.3M
New England Asset Management Inc. 1.26% No change 168,935 $9.3M
Perryman Financial Advisory Inc. 1.35% — 167,366 $9.2M
Guggenheim Capital LLC 0.07% Reduce -15.6% 167,062 $9.2M
Jacobi Capital Management LLC 0.53% Add +0.3% 167,044 $9.2M
Webster Bank, N. A. 0.86% Add +1.3% 166,919 $9.2M
Mishpacha Holdings Corp. 7.68% — 166,834 $9.2M
R.m.sincerbeaux Capital Management LLC 5.09% No change 165,577 $9.1M
RiverFront Investment Group, LLC 0.15% Add +43.0% 165,484 $9.1M
Viewpoint Capital Management LLC 3.94% Reduce -0.3% 165,284 $9.1M
PFG Investments, LLC 0.43% Add +2.0% 165,250 $9.1M
Kingdon Capital Management, L.L.C. 1.39% New 165,000 $9.1M
Jefferies Financial Group Inc. 0.08% Reduce -39.5% 164,130 $9.0M
Level Four Advisory Services, LLC 0.29% Reduce -3.0% 163,864 $9.0M
IFP Advisors, Inc 0.20% Add +28.9% 163,305 $9.0M
Fisher Funds Management LTD 0.23% No change 162,734 $9.0M
Community Financial Services Group, LLC 1.64% Reduce -2.8% 162,493 $8.9M
Leuthold Group, LLC 0.96% Add +0.3% 162,286 $8.9M
Sumitomo Life Insurance Co. 0.24% Add +8.4% 161,890 $8.9M
Ingalls & Snyder LLC 0.33% Reduce -0.7% 161,758 $8.9M
Astoria Portfolio Advisors LLC. 2.02% Reduce -12.9% 174,118 $8.9M
Van Hulzen Asset Management, LLC 0.65% Add +4.7% 161,436 $8.9M
Hilton Capital Management, LLC 0.67% Add +38.7% 161,185 $8.9M
Clearstead Advisors, LLC 0.11% Add +8.3% 160,848 $8.8M
Mystic Asset Management, Inc. 2.00% Reduce -2.0% 160,835 $8.8M
Principal Securities, Inc. 0.14% Add +11.2% 159,833 $8.8M
Woodstock Corp. 0.75% Add +0.1% 159,171 $8.8M
M Holdings Securities, Inc. 0.63% Add +144.7% 159,170 $8.8M
Rwa Wealth Partners, LLC 0.10% Add +4.8% 158,888 $8.7M
ARS Wealth Advisors Group, LLC 0.79% Reduce -1.0% 158,771 $8.7M
First National Trust Co 0.29% Reduce -0.1% 157,922 $8.7M
Oddo BHF Asset Management Sas 0.33% Add +2008.4% 157,727 $8.7M
M&G PLC 0.05% Reduce -47.9% 157,413 $8.7M
TD Private Client Wealth LLC 0.18% Reduce -0.6% 156,612 $8.6M
Cullinan Associates Inc. 0.58% Add +166.3% 156,371 $8.6M
Sage Mountain Advisors LLC 0.45% Reduce -14.2% 155,475 $8.6M
SCS Capital Management LLC 0.09% Reduce -4.0% 154,761 $8.5M
Triveni Capital Investments LP 6.32% — 154,120 $8.5M
Forvis Mazars Wealth Advisors, LLC 0.16% Add +3.4% 153,984 $8.5M
Robinhood Asset Management, LLC 0.67% — 153,059 $8.4M
Summit Financial, LLC 0.12% Add +2.6% 152,463 $8.4M
Socorro Asset Management LP 3.38% Reduce -2.5% 152,417 $8.4M
Maltese Capital Management LLC 1.50% Reduce -20.4% 151,156 $8.3M
LGT Fund Management Co Ltd. 0.65% Add +18.1% 149,749 $8.3M
Ballentine Partners, LLC 0.12% Reduce -3.8% 150,007 $8.3M
Algert Global LLC 0.13% Add +15.1% 149,705 $8.2M
United Capital Management of KS, Inc. 1.15% Reduce -1.8% 149,394 $8.2M
UNIVEST FINANCIAL Corp 0.44% Reduce -0.5% 149,265 $8.2M
Great Valley Advisor Group, Inc. 0.16% Add +5.7% 149,066 $8.2M
Mgo One Seven LLC 0.17% Add +9.0% 148,921 $8.2M
Smith Salley Wealth Management 0.40% Add +5.0% 148,631 $8.2M
Stieven Capital Advisors, L.P. 1.51% Reduce -0.2% 148,337 $8.2M
Northeast Investment Management 0.32% Reduce -1.9% 147,060 $8.1M
Seaview Investment Managers LLC 3.04% Reduce -5.2% 146,979 $8.1M
Icon Wealth Advisors, LLC 0.54% Add +0.0% 146,319 $8.0M
Harbor Island Capital LLC 3.08% No change 145,981 $8.0M
Baldwin Wealth Partners LLC 0.51% Add +1.4% 145,779 $8.0M
Citizens Business Bank 1.32% Add +5.1% 145,355 $8.0M
LBP Am SA 0.09% Reduce -59.0% 144,176 $7.9M
Lynch & Associates 1.50% Reduce -0.3% 143,894 $7.9M
Hennessy Advisors Inc. 0.28% Reduce -4.7% 143,700 $7.9M
AlphaCore Capital LLC 0.18% Add +28.1% 143,484 $7.9M
Greenleaf Trust 0.07% Reduce -0.5% 143,403 $7.9M
Philip James Wealth Mangement, LLC 0.94% Reduce -3.2% 143,214 $7.9M
BDF-Gestion 0.97% Reduce -23.7% 143,046 $7.9M
Cary Street Partners Financial LLC 0.19% Add +0.8% 142,902 $7.9M
Boyar Asset Management Inc. 4.97% Reduce -4.6% 142,566 $7.8M
Montag A & Associates Inc. 0.36% Add +4.3% 142,406 $7.8M
Saranac Partners Ltd 3.05% New 141,810 $7.8M
Alpine Woods Capital Investors, LLC 1.86% Add +1.1% 141,908 $7.8M
GAMMA Investing LLC 0.39% Add +3.8% 141,115 $7.8M
Kintegral Advisory, LLC 0.65% Reduce -2.7% 140,505 $7.7M
Harbor Capital Advisors, Inc. 0.60% Reduce -0.2% 139,793 $7.7M
First Washington CORP 1.99% Reduce -1.2% 139,786 $7.7M
Biltmore Family Office, LLC 1.06% Add +0.3% 139,783 $7.7M
Coldstream Capital Management Inc. 0.10% Add +5.9% 139,283 $7.7M
GHP Investment Advisors, Inc. 0.31% Add +0.7% 138,564 $7.6M
Empire Financial Management Company, LLC 1.66% Reduce -6.0% 138,538 $7.6M
Beacon Investment Advisory Services, Inc. 0.31% Add +940.1% 138,197 $7.6M
Meeder Advisory Services, Inc. 0.33% Add +10.7% 137,955 $7.6M
OneDigital Investment Advisors LLC 0.07% Reduce -7.3% 137,266 $7.5M
Private Advisory Group LLC 0.59% Add +4.8% 137,063 $7.5M
Capital Group Investment Management Pte. LTD. 1.22% Add +57.0% 136,991 $7.5M
Wealthspire Advisors, LLC 0.06% Add +43.2% 136,730 $7.5M
Thoroughbred Financial Services, LLC 0.44% Add +3.3% 135,316 $7.4M
Moors & Cabot, Inc. 0.32% Add +12.5% 134,934 $7.4M
Focus Partners Advisor Solutions, LLC 0.09% Reduce -16.4% 134,691 $7.4M
Stamos Capital Partners, L.P. 1.18% Add +2.7% 133,776 $7.4M
Thompson Siegel & Walmsley LLC 0.12% Reduce -0.6% 133,771 $7.4M
Cadence Bank 0.43% Add +9.7% 133,752 $7.4M
Brighton Jones LLC 0.27% Add +3.3% 133,382 $7.3M
Vestmark Advisory Solutions, Inc. 0.10% Add +99.0% 133,153 $7.3M
Rothschild Investment LLC 0.40% Reduce -1.8% 132,415 $7.3M
McGinn Penninger Investment Management, Inc. 4.22% Add +0.2% 132,215 $7.3M
Ascent Group, LLC 0.25% Add +2.3% 132,044 $7.3M
Princeton Global Asset Management LLC 1.18% Add +0.1% 131,997 $7.3M
Hoey Investments, Inc. 0.97% Reduce -1.6% 129,928 $7.1M
Shikiar Asset Management Inc. 1.92% Reduce -0.3% 128,970 $7.1M
Mandatum Life Insurance Co Ltd 1.62% No change 128,910 $7.1M
IHT Wealth Management, LLC 0.17% Add +9.1% 128,781 $7.1M
Patton Fund Management, Inc. 0.94% Add +2209.2% 128,140 $7.0M
Woodmont Investment Counsel LLC 0.44% Add +2.7% 127,601 $7.0M
Quantitative Investment Management, LLC 0.68% Add +1301.0% 127,430 $7.0M
Fideuram Asset Management (Ireland) dac 0.56% — 147,729 $7.0M
Hamilton Capital Partners Inc. 0.26% Add +2.9% 127,246 $7.0M
Inlet Private Wealth, LLC 1.62% Reduce -5.7% 126,949 $7.0M
Patrick M Sweeney & Associates, Inc. 4.36% Add +0.1% 126,873 $7.0M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.59% Reduce -8.6% 126,604 $7.0M
Bretton Capital Management, LLC 5.80% No change 126,000 $6.9M
Whalerock Point Partners, LLC 1.35% Reduce -2.0% 124,984 $6.9M
Parsons Capital Management Inc. 0.38% Add +0.4% 124,918 $6.9M
Bedell Frazier Investment Counselling, LLC 1.32% Add +1.3% 124,013 $6.8M
Mission Wealth Management, LP 0.14% Reduce -5.6% 123,686 $6.8M
Signet Financial Management, LLC 0.76% Reduce -0.3% 123,307 $6.8M
Twinbeech Capital LP 0.48% New 123,066 $6.8M
Asset Planning Services Inc. /La/ 2.99% Reduce -6.8% 122,975 $6.8M
Hudson Capital Management LLC 1.75% Reduce -0.7% 122,750 $6.8M
Tema ETFs LLC 0.52% Reduce -0.3% 122,559 $6.7M
Montgomery Investment Management Inc. 2.42% Reduce -0.2% 122,076 $6.7M
Forum Financial Management, LP 0.09% Reduce -0.3% 121,908 $6.7M
Baugh & Associates, LLC 3.29% Reduce -3.3% 134,166 $6.7M
Gibraltar Capital Management, Inc. 1.14% Reduce -4.2% 121,712 $6.7M
Manatuck Hill Partners, LLC 2.33% No change 121,198 $6.7M
Hantz Financial Services, Inc. 0.10% Add +0.3% 120,263 $6.6M
Principle Wealth Partners LLC 0.37% Add +0.6% 120,058 $6.6M
Penobscot Investment Management Company, Inc. 0.50% Reduce -0.3% 119,876 $6.6M
Nomura Holdings Inc. 0.02% Reduce -55.2% 119,643 $6.6M
DCF Advisers, LLC 2.17% No change 119,500 $6.6M
Essex Financial Services, Inc. 0.37% Add +1.6% 118,891 $6.5M
Means Investment Co., Inc. 0.55% Reduce -0.6% 118,629 $6.5M
Kingsview Wealth Management, LLC 0.09% Reduce -0.2% 118,274 $6.5M
Ameritas Investment Partners, Inc. 0.20% Reduce -5.6% 118,117 $6.5M
Prospect Hill Management, LLC 2.61% No change 117,500 $6.5M
California First Leasing Corp. 2.10% No change 117,500 $6.5M
GC Wealth Management RIA, LLC 0.24% Reduce -26.1% 117,260 $6.4M
Griffith & Werner, Inc. 3.28% Add +0.8% 117,037 $6.4M
Sagespring Wealth Partners, LLC 0.12% Add +7.5% 116,523 $6.4M
Neville Rodie & Shaw Inc. 0.45% Add +116.2% 116,358 $6.4M
Summit Securities Group LLC 1.14% Add +325.1% 116,277 $6.4M
Canandaigua National Bank & Trust Co. 0.57% Reduce -2.1% 116,036 $6.4M
Greenwood Capital Associates LLC 0.69% Reduce -2.6% 115,882 $6.4M
Sigma Planning Corp 0.18% Reduce -0.9% 115,446 $6.3M
Whittier Trust Co. of Nevada Inc. 0.13% Add +1.8% 110,517 $6.3M
Integrated Advisors Network LLC 0.28% Reduce -22.3% 114,758 $6.3M
Strategic Planning Group, LLC 0.81% Add +7.7% 114,432 $6.3M
Resources Management Corp. /CT/ 0.81% Reduce -1.0% 113,977 $6.3M
Snowden Capital Advisors LLC 0.16% Reduce -1.2% 113,878 $6.3M
Brooklyn Investment Group 0.29% Add +78.7% 112,848 $6.2M
Hardin Capital Partners, LLC 2.94% Reduce -14.0% 113,100 $6.2M
AssuredPartners Investment Advisors, LLC 0.92% Add +1.1% 112,752 $6.2M
Harvest Portfolios Group Inc. 0.11% Reduce -12.7% 112,549 $6.2M
SteelPeak Wealth, LLC 0.20% Add +93.3% 112,549 $6.2M
Oliver Luxxe Assets LLC 0.94% Reduce -3.9% 112,321 $6.2M
Parallel Advisors, LLC 0.11% Add +2.6% 112,248 $6.2M
International Assets Investment Management, LLC 0.42% Add +217.4% 327,949 $6.2M
Kingswood Wealth Advisors, LLC 0.30% Add +22.2% 111,956 $6.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.11% Add +0.3% 111,344 $6.1M
Capital Analysts, LLC 0.17% Reduce -3.4% 111,177 $6.1M
Avantax Planning Partners, Inc. 0.17% Reduce -0.4% 111,058 $6.1M
GAM Holding AG 0.39% Add +175.7% 110,344 $6.1M
Harbor Investment Advisory, LLC 0.46% Add +8.1% 110,312 $6.1M
Fulton Bank, N.A. 0.21% Reduce -3.0% 110,192 $6.1M
Legacy Private Trust Co. 0.36% Add +0.1% 109,876 $6.0M
Longbow Finance SA 1.02% Reduce -26.9% 109,475 $6.0M
Boit C F David 2.59% No change 107,198 $6.0M
Letson Investment Management, Inc. 2.19% Add +0.0% 108,594 $6.0M
Blue Chip Partners, LLC 0.43% Reduce -3.3% 108,408 $6.0M
Hillsdale Investment Management Inc. 0.16% Add +587.1% 108,283 $6.0M
Generali Investments CEE, investicni spolecnost, a.s. 0.42% Reduce -32.4% 108,247 $6.0M
Bar Harbor Wealth Management 0.34% Reduce -2.5% 107,810 $5.9M
Fiduciary Group, LLC 0.50% Add +1.0% 107,539 $5.9M
Harvey Capital Management Inc. 1.26% Add +15.6% 107,475 $5.9M
CHICAGO TRUST Co NA 0.93% Reduce -3.7% 107,380 $5.9M
Carret Asset Management, LLC 0.56% Reduce -0.1% 107,365 $5.9M
Capital Asset Advisory Services LLC 0.24% Add +0.4% 103,089 $5.9M
Winning Points Advisors, LLC 6.31% — 172,033 $5.9M
Sykon Capital LLC 1.89% No change 106,877 $5.9M
Smartleaf Asset Management LLC 0.22% Add +20.1% 105,912 $5.9M
B. Riley Wealth Advisors, Inc. 0.28% Reduce -4.6% 106,355 $5.8M
Patton Albertson Miller Group, LLC 0.69% Add +0.3% 106,148 $5.8M
Engineers Gate Manager LP 0.07% Add +1236.4% 105,602 $5.8M
Aldebaran Capital, LLC 5.19% Reduce -3.1% 105,312 $5.8M
Altrius Capital Management Inc 1.23% Reduce -9.0% 105,260 $5.8M
CV Advisors LLC 1.48% Add +0.2% 105,163 $5.8M
TCW Group Inc. 0.04% New 105,144 $5.8M
Asio Capital, LLC 0.82% Add +5.7% 105,099 $5.8M
Vision Capital Management, Inc. 0.70% Add +0.2% 104,902 $5.8M
Sargent Investment Group, LLC 0.72% Reduce -1.0% 104,604 $5.8M
Indivisible Partners 0.62% — 103,935 $5.7M
Provident Living Financial Services, Inc. 5.60% — 103,731 $5.7M
Whittier Trust Co. 0.06% Add +4.1% 99,413 $5.7M
Knightsbridge Asset Management, LLC 0.92% Reduce -5.1% 103,114 $5.7M
Morangie Management LLC 4.52% Add +5.5% 103,030 $5.7M
Sompo Asset Management Co., Ltd. 0.97% Add +3.6% 102,572 $5.6M
Scott & Selber, Inc. 1.41% Reduce -3.3% 102,340 $5.6M
Ables, Iannone, Moore & Associates, Inc. 3.07% Reduce -3.1% 101,895 $5.6M
Capital Investment Advisory Services, LLC 0.39% Reduce -1.6% 101,217 $5.6M
GTS Securities LLC 0.19% Add +203.8% 100,226 $5.5M
Neumann Capital Management, LLC 1.59% Reduce -1.0% 100,163 $5.5M
Arrow Capital Pty Ltd 5.27% New 100,000 $5.5M
Weinberger Asset Management, Inc 1.98% Reduce -0.4% 99,702 $5.5M
Advisors Asset Management, Inc. 0.09% Add +7.8% 99,690 $5.5M
Icon Advisers Inc. 1.20% Reduce -2.1% 99,436 $5.5M
Verdence Capital Advisors LLC 0.32% Reduce -4.5% 99,022 $5.4M
Focused Wealth Management, Inc 0.58% Add +0.0% 98,714 $5.4M
Dynamic Advisor Solutions LLC 0.17% Reduce -8.7% 98,314 $5.4M
ProVise Management Group, LLC 0.38% Add +11.8% 98,226 $5.4M
Game Creek Capital, LP 2.04% Add +1.8% 97,750 $5.4M
Fiduciary Alliance LLC 0.35% Add +47.5% 97,594 $5.4M
Mutual Advisors, LLC 0.12% Reduce -2.0% 97,538 $5.4M
Abbot Financial Management, Inc. 2.22% Add +0.1% 97,374 $5.4M
SOL Capital Management CO 0.48% Reduce -0.1% 97,072 $5.3M
Community Bank of Raymore 3.62% No change 96,728 $5.3M
1ST Source Bank 0.28% Reduce -2.1% 96,557 $5.3M
Advisors Capital Management, LLC 0.06% Add +16.7% 96,194 $5.3M
Investment House LLC 0.25% No change 95,879 $5.3M
Plancorp, LLC 0.16% Reduce -0.9% 95,672 $5.3M
Diversify Advisory Services, LLC 0.17% Reduce -0.2% 98,958 $5.2M
Iowa State Bank 0.98% Reduce -2.6% 95,090 $5.2M
EULAV Asset Management 0.14% Reduce -10.4% 95,000 $5.2M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -1.2% 94,968 $5.2M
Wright Investors Service Inc. 1.56% Add +0.4% 94,763 $5.2M
MASTERINVEST Kapitalanlage GmbH 0.49% Reduce -0.9% 94,091 $5.2M
Intrust Bank NA 0.43% Reduce -48.3% 94,162 $5.2M
Embree Financial Group 0.63% Add +0.9% 93,682 $5.2M
Marietta Investment Partners LLC 1.02% Add +9.7% 93,638 $5.2M
Independent Financial Group, LLC 0.11% Add +2.5% 93,402 $5.1M
Ironsides Asset Advisors, LLC 1.30% No change 93,305 $5.1M
Syon Capital LLC 0.26% Add +3.4% 93,292 $5.1M
Banco de Sabadell, S.A 3.34% Reduce -1.3% 93,230 $5.1M
S&co Inc. 0.32% No change 92,484 $5.1M
Glassy Mountain Advisors, Inc. 1.54% Reduce -1.9% 92,470 $5.1M
Argyle Capital Management, LLC 1.69% No change 92,142 $5.1M
University of Texas/Texas Am Investment Management Co. 0.71% Reduce -48.8% 91,859 $5.1M
NLB Skladi, upravljanje premozenja, d.o.o. 0.23% — 91,703 $5.0M
Graybill Wealth Management, LTD. 1.49% Reduce -0.1% 91,533 $5.0M
Brick & Kyle, Associates 1.79% Add +192.8% 91,432 $5.0M
Cloverfields Capital Group, LP 1.56% Reduce -3.7% 91,399 $5.0M
Marco Investment Management LLC 0.38% Reduce -1.5% 91,399 $5.0M
Lazari Capital Management, Inc. 1.70% Reduce -1.4% 91,317 $5.0M
Western Wealth Management, LLC 0.23% Reduce -0.0% 91,247 $5.0M
Rayburn West Financial Services LLC 3.12% — 91,223 $5.0M
Cohen Investment Advisors LLC 2.31% Add +0.8% 91,182 $5.0M
Gables Capital Management Inc. 2.12% Reduce -1.0% 91,101 $5.0M
Strategic Blueprint, LLC 0.30% Add +3.9% 90,945 $5.0M
Aaron Wealth Advisors LLC 0.28% Add +21.2% 90,932 $5.0M
Jaffetilchin Investment Partners, LLC 0.29% Add +0.9% 90,069 $5.0M
Lyell Wealth Management, LP 0.36% Add +0.8% 89,783 $4.9M
Roundview Capital LLC 0.30% Add +4.1% 89,553 $4.9M
Simplicity Wealth,LLC 0.29% Add +9.1% 89,533 $4.9M
Dorsey & Whitney Trust CO LLC 0.26% Add +1.3% 89,227 $4.9M
Gold Investment Management Ltd. 1.56% Add +0.3% 88,689 $4.9M
Capital Investment Counsel, Inc 0.57% Reduce -2.1% 88,615 $4.9M
Trust Co. of Vermont 0.20% Reduce -4.8% 88,548 $4.9M
Pring Turner Capital Group Inc. 3.01% Reduce -0.8% 88,275 $4.9M
Victrix Investment Advisors 1.88% Reduce -11.7% 88,079 $4.8M
Cantor Fitzgerald Investment Advisors L.P. 0.36% Reduce -9.9% 87,835 $4.8M
Convergence Investment Partners, LLC 0.96% Add +2.0% 87,605 $4.8M
American Assets Inc. 1.52% No change 87,500 $4.8M
Norden Group LLC 0.47% Reduce -4.9% 87,461 $4.8M
WCG Wealth Advisors LLC 0.13% Add +13.5% 87,195 $4.8M
Mengis Capital Management, Inc. 0.85% Reduce -4.4% 87,162 $4.8M
Capital Insight Partners, LLC 1.01% Reduce -15.8% 87,033 $4.8M
Hollencrest Capital Management 0.17% Add +0.1% 86,928 $4.8M
Gladstone Institutional Advisory LLC 0.18% Reduce -3.9% 86,885 $4.8M
FineMark National Bank & Trust 0.15% Reduce -4.7% 86,843 $4.8M
Chilton Investment Co. Inc. 0.10% Add +124.0% 86,701 $4.8M
Rockland Trust Co. 0.19% Reduce -4.6% 86,666 $4.8M
Qtron Investments LLC 0.62% Reduce -4.3% 86,042 $4.7M
F/m Investments LLC 0.18% Reduce -4.3% 85,917 $4.7M
Exchange Traded Concepts, LLC 0.04% Add +12.3% 85,797 $4.7M
Insigneo Advisory Services, LLC 0.34% Reduce -1.8% 85,492 $4.7M
CreativeOne Wealth, LLC 0.11% Add +2.9% 85,464 $4.7M
Lakewood Asset Management LLC 2.76% Add +0.5% 85,439 $4.7M
Silvant Capital Management LLC 0.16% No change 85,001 $4.7M
Parcion Private Wealth LLC 0.28% Add +1.0% 84,386 $4.6M
Raab & Moskowitz Asset Management LLC 1.02% Add +0.9% 84,336 $4.6M
Ami Investment Management Inc. 1.04% Add +7.8% 84,285 $4.6M
Cordatus Wealth Management LLC 1.07% Add +0.6% 84,248 $4.6M
Glass Wealth Management Co LLC 1.90% Reduce -6.6% 83,997 $4.6M
Walleye Trading LLC 0.07% Reduce -78.1% 83,937 $4.6M
Beacon Investment Advisors LLC 1.85% Add +0.1% 83,852 $4.6M
David J Yvars Group 2.46% Reduce -1.4% 83,811 $4.6M
Baker Avenue Asset Management, LP 0.11% Add +7.7% 83,808 $4.6M
Kornitzer Capital Management Inc. 0.10% Reduce -0.1% 83,743 $4.6M
Plimoth Trust Co. LLC 1.02% Reduce -4.2% 83,422 $4.6M
Culbertson A N & Co. Inc. 0.63% Add +5.3% 83,032 $4.6M
Wealth Alliance Advisory Group, LLC 0.78% Add +21.8% 82,965 $4.6M
Wernau Asset Management Inc. 4.52% Reduce -1.1% 82,732 $4.6M
Mount Vernon Associates Inc. 3.06% Add +0.3% 82,669 $4.5M
Prosperity Consulting Group, LLC 0.20% Add +6.7% 82,386 $4.5M
Texas Capital Bank Wealth Management Services Inc 0.26% Add +37.7% 82,181 $4.5M
Elevation Point Wealth Partners, LLC 0.22% Add +127.0% 82,010 $4.5M
Landscape Capital Management, L.L.C. 0.30% New 81,988 $4.5M
Meridian Investment Counsel Inc. 1.09% Reduce -0.2% 81,943 $4.5M
Cullen Investment Group, LTD. 0.58% Add +112.5% 80,011 $4.5M
Beaton Management Co. Inc. 1.97% Reduce -0.4% 81,195 $4.5M
Edgestream Partners, L.P. 0.13% New 80,961 $4.5M
Alteri Wealth LLC 1.44% Add +0.2% 80,815 $4.4M
Private Management Group Inc. 0.13% Reduce -2.3% 80,791 $4.4M
Heritage Trust Co 0.45% Reduce -0.8% 80,265 $4.4M
apricus wealth, LLC 2.25% Add +0.3% 80,200 $4.4M
Coastal Bridge Advisors, LLC 0.33% Add +0.4% 80,013 $4.4M
Check Capital Management Inc. 0.26% Reduce -1.1% 79,737 $4.4M
RNC Capital Management LLC 0.20% Reduce -1.1% 79,661 $4.4M
Chemistry Wealth Management LLC 0.82% Reduce -4.2% 79,530 $4.4M
Evoke Wealth, LLC 0.08% Add +0.6% 79,281 $4.4M
Avior Wealth Management, LLC 0.14% Reduce -3.6% 79,271 $4.4M
Private Trust Co. NA 0.38% Add +19.6% 79,188 $4.4M
NorthRock Partners, LLC 0.07% Reduce -40.5% 79,020 $4.3M
Williams Jones Wealth Management, LLC. 0.05% Add +2.2% 78,989 $4.3M
Curated Wealth Partners LLC 0.47% Add +1355.6% 78,732 $4.3M
Harbour Capital Advisors, LLC 0.88% Add +1.0% 76,848 $4.3M
Catherine Avery Investment Management LLC 2.57% Reduce -7.5% 78,101 $4.3M
SeaBridge Investment Advisors LLC 0.71% Reduce -8.2% 78,026 $4.3M
Waterloo Capital, L.P. 0.31% Add +13.5% 77,962 $4.3M
Processus Wealth & Capital Management, LLC 2.83% Add +1.9% 77,906 $4.3M
First National Bank of Omaha 0.13% Add +560.1% 77,520 $4.3M
Institute for Wealth Management, LLC. 0.45% Reduce -1.0% 77,601 $4.3M
Peddock Capital Advisors, LLC 0.89% Reduce -0.3% 77,443 $4.3M
Ossiam 0.09% Add +36.1% 77,374 $4.3M
MidFirst Bank 0.34% — 77,370 $4.3M
Cornerstone Planning, LLC 0.99% — 77,448 $4.3M
Anchor Investment Management, LLC 0.34% Reduce -1.3% 77,082 $4.2M
Patten & Patten Inc. 0.25% Reduce -5.7% 76,833 $4.2M
Legacy Wealth Management, LLC / MS 1.13% Add +17.4% 76,818 $4.2M
Slagle Financial, LLC 1.47% Add +3.9% 76,530 $4.2M
Dunhill Financial, LLC 1.33% Add +137.1% 76,530 $4.2M
Grove Bank & Trust 0.47% Reduce -0.6% 76,435 $4.2M
SageView Advisory Group, LLC 0.14% Reduce -13.1% 76,425 $4.2M
Ironvine Capital Partners, LLC 0.42% No change 76,179 $4.2M
Modera Wealth Management, LLC 0.05% Add +3.4% 75,947 $4.2M
Westpac Banking Corp. 0.26% Reduce -50.7% 75,625 $4.2M
Massachusetts Wealth Management 1.93% Add +0.4% 75,230 $4.1M
Waycross Partners, LLC 0.34% No change 75,000 $4.1M
Wedmont Private Capital 0.14% Add +3.1% 74,007 $4.1M
Naviter Wealth, LLC 0.54% Reduce -10.9% 74,727 $4.1M
Tower Bridge Advisors 0.42% Add +0.6% 74,620 $4.1M
Trust Asset Management LLC 0.28% Reduce -3.5% 74,211 $4.1M
Supplemental Annuity Collective Trust of NJ 1.05% No change 74,000 $4.1M
World Equity Group, Inc. 1.13% Add +0.6% 73,648 $4.1M
Main Street Financial Solutions, LLC 0.30% Reduce -2.5% 73,638 $4.1M
Pinnacle Wealth Management Advisory Group, LLC 0.28% Add +5.5% 73,302 $4.0M
Beaumont Financial Advisors, LLC 0.27% Reduce -11.0% 73,160 $4.0M
Columbia Bank 1.12% Reduce -3.3% 73,006 $4.0M
Wealthcare Advisory Partners LLC 0.08% Add +4.5% 72,894 $4.0M
Shrier Wealth Management, LLC 1.59% — 72,486 $4.0M
Samalin Investment Counsel, LLC 1.42% Add +1.1% 72,387 $4.0M
Nicholas Hoffman & Company, LLC. 0.09% No change 72,259 $4.0M
Profund Advisors LLC 0.12% Reduce -21.8% 72,125 $4.0M
Blue Trust, Inc. 0.04% Reduce -4.7% 71,877 $4.0M
Generali Investments, Management Co LLC 0.79% Reduce -6.6% 71,778 $3.9M
Larson Financial Group LLC 0.13% Add +11.2% 71,692 $3.9M
Krilogy Financial LLC 0.13% Add +12.0% 75,731 $3.9M
Frank, Rimerman Advisors LLC 0.25% Add +0.3% 71,627 $3.9M
Old West Investment Management, LLC 0.70% No change 71,334 $3.9M
Tritonpoint Wealth, LLC 0.40% Reduce -4.6% 71,319 $3.9M
First Business Financial Services, Inc. 0.36% Add +2.4% 71,291 $3.9M
Delta Capital Management LLC 2.23% Reduce -14.7% 71,180 $3.9M
SBI Securities Co., Ltd. 0.10% Reduce -1.7% 71,114 $3.9M
Ascentis Independent Advisors 0.63% Add +1.6% 71,065 $3.9M
Charter Research & Investment Group, Inc. 2.60% Reduce -0.7% 70,682 $3.9M
Hixon Zuercher, LLC 1.18% Reduce -2.7% 70,664 $3.9M
Guardian Investment Management 3.02% Reduce -0.7% 70,559 $3.9M
Checchi Capital Advisers, LLC 0.26% Add +0.1% 70,475 $3.9M
Belpointe Asset Management LLC 0.14% Add +22.2% 70,356 $3.9M
Moody National Bank Trust Division 0.37% Reduce -30.6% 70,353 $3.9M
Sound View Wealth Advisors Group, LLC 0.26% Reduce -2.2% 70,275 $3.9M
Chemung Canal Trust Co. 0.76% Add +1.0% 69,931 $3.8M
Paradigm Asset Management Co. LLC 0.89% Reduce -5.4% 69,925 $3.8M
South Dakota Investment Council 0.07% Reduce -4.9% 69,394 $3.8M
Marvin & Palmer Associates Inc. 2.69% Add +6.5% 69,206 $3.8M
Myriad Asset Management Advisors LLC 1.17% — 69,194 $3.8M
Park National Corp. 0.12% Reduce -2.9% 67,963 $3.7M
SS&H Financial Advisors, Inc. 1.09% Add +0.4% 67,783 $3.7M
Systematic Alpha Investments, LLC 0.12% No change 67,508 $3.7M
KG Capital Management 0.96% Add +4.6% 67,332 $3.7M
Cetera Trust Company, N.A 1.97% Add +0.2% 66,943 $3.7M
ZWJ Investment Counsel Inc. 0.13% Reduce -1.2% 66,911 $3.7M
Annex Advisory Services, LLC 0.07% Reduce -0.3% 66,882 $3.7M
Beacon Bank & Trust 0.74% Reduce -4.1% 66,628 $3.7M
West Branch Capital LLC 0.94% Add +2.5% 66,610 $3.7M
CTC LLC 0.33% New 66,067 $3.6M
Lighthouse Financial Services Inc. 0.83% — 65,750 $3.6M
Holderness Investments Co. 0.74% Reduce -0.7% 65,730 $3.6M
Oakmont Investment Advisors, Inc. 2.65% — 65,715 $3.6M
OmniStar Financial Group, Inc. 2.12% Add +10.1% 65,709 $3.6M
Joel Isaacson & Co., LLC 0.12% Reduce -27.6% 65,659 $3.6M
Ostrum Asset Management 0.17% Reduce -17.8% 65,542 $3.6M
Cidel Asset Management Inc. 0.25% Reduce -2.4% 65,463 $3.6M
Stonebridge Capital Advisors LLC 0.25% Reduce -1.8% 65,450 $3.6M
Gilliland Jeter Wealth Management LLC 1.08% Add +0.1% 65,267 $3.6M
Alerus Financial NA 0.18% Add +1.3% 65,179 $3.6M
Arrow Financial Corp 0.36% Reduce -2.5% 65,101 $3.6M
Modern Wealth Management, LLC 0.07% Reduce -3.4% 64,978 $3.6M
Alkeme Wealth, LLC 1.52% Reduce -2.6% 64,837 $3.6M
Meridian Wealth Management, LLC 0.13% Add +11.1% 64,761 $3.6M
Triangle Securities Wealth Management 0.75% Reduce -4.3% 64,644 $3.6M
Koshinski Asset Management, Inc. 0.23% Add +3.9% 64,616 $3.6M
Cigna Investments Inc. 0.52% Reduce -2.9% 64,582 $3.6M
Arax Advisory Partners 0.10% Reduce -62.5% 64,279 $3.5M
Cornerstone Wealth Management, LLC 0.18% Reduce -0.8% 64,225 $3.5M
Calamos Wealth Management LLC 0.12% Add +14.9% 63,980 $3.5M
Choate Investment Advisors 0.07% Add +2.4% 63,748 $3.5M
GLP Holdings LLLP 3.34% — 63,728 $3.5M
Adell Harriman & Carpenter Inc. 0.21% Add +17.5% 63,614 $3.5M
Nwam LLC 0.20% Reduce -2.8% 66,812 $3.5M
Parsonex Advisory Services, Inc. 2.22% Add +6.3% 63,436 $3.5M
Sirios Capital Management L P 0.43% Reduce -8.6% 63,392 $3.5M
Northstar Advisory Group, LLC 1.23% New 63,123 $3.5M
Thomasville National Bank 0.21% Add +0.3% 62,663 $3.4M
NBT Bank, N.A. 0.22% Reduce -3.4% 59,797 $3.4M
DSG Capital Advisors, LLC 0.52% Add +14.8% 65,459 $3.4M
Abacus Planning Group, Inc. 0.46% Add +3.4% 62,557 $3.4M
Cornerstone Select Advisors, LLC 2.38% Add +0.7% 62,341 $3.4M
Capital Planning Advisors, LLC 0.46% Add +14.0% 62,339 $3.4M
Spahn Wealth & Retirement LLC 2.12% Add +1.4% 62,144 $3.4M
Independent Solutions Wealth Management, LLC 0.63% Reduce -5.5% 62,100 $3.4M
Orange Investment Advisors, Inc. 0.37% Reduce -24.0% 61,614 $3.4M
GeoWealth Management, LLC 0.12% Add +0.3% 61,597 $3.4M
GM Advisory Group, LLC 0.13% Reduce -4.0% 61,566 $3.4M
American State Bank (Iowa) 1.62% Add +0.3% 61,368 $3.4M
W1M Asset Management Ltd 0.04% Add +5.2% 61,198 $3.4M
Hodges Capital Management Inc. 0.29% Add +0.7% 61,095 $3.4M
Brookmont Capital Management 1.94% Reduce -1.1% 60,951 $3.4M
Family Legacy, Inc. 1.00% Add +0.3% 60,530 $3.3M
Agp Franklin, LLC 1.56% Add +0.6% 60,530 $3.3M
SevenBridge Financial Group, LLC 0.53% Reduce -3.2% 63,914 $3.3M
Shepherd Financial Partners LLC 0.31% Add +0.2% 60,410 $3.3M
L2 Asset Management, LLC 0.44% Add +5.9% 60,397 $3.3M
Avestar Capital, LLC 0.23% Add +7.8% 60,077 $3.3M
Caldwell Trust Co 0.29% Reduce -5.6% 59,992 $3.3M
Weiss Asset Management LP 0.06% New 59,814 $3.3M
Parkside Financial Bank & Trust 0.25% Add +4.0% 59,786 $3.3M
Bragg Financial Advisors, Inc 0.11% Add +1.3% 59,289 $3.3M
Van Den Berg Management I, Inc. 0.74% Reduce -12.5% 58,964 $3.2M
PMC FIG Opportunities LLC 5.09% Add +108.4% 58,939 $3.2M
Skylands Capital, LLC 0.44% Reduce -3.6% 58,625 $3.2M
Mitchell McLeod Pugh & Williams Inc. 0.46% Add +1.5% 56,907 $3.2M
HBK Sorce Advisory LLC 0.07% Reduce -0.9% 56,807 $3.2M
SVB Wealth LLC 0.19% Reduce -9.8% 58,351 $3.2M
Affinity Investment Advisors, LLC 2.13% Reduce -0.6% 58,279 $3.2M
TrinityBridge Ltd 0.07% Reduce -51.0% 58,139 $3.2M
Dark Forest Capital Management LP 0.15% New 58,064 $3.2M
Lineweaver Wealth Advisors, LLC 0.44% Add +5.6% 58,041 $3.2M
Granite Harbor Advisors, Inc. 1.34% Add +0.0% 57,832 $3.2M
Verum Partners LLC 0.64% Add +340.9% 57,654 $3.2M
Matrix Asset Advisors Inc. 0.28% Reduce -0.6% 57,421 $3.2M
Bank Ozk 1.11% Reduce -9.7% 57,389 $3.2M
Burton Enright Welch 0.44% Reduce -6.6% 57,380 $3.2M
Legacy Financial Advisors, Inc. 0.44% Reduce -11.6% 57,328 $3.2M
Aprio Wealth Management, LLC 0.18% Add +77.1% 57,191 $3.1M
Carson Advisory Inc. 1.63% Reduce -0.6% 57,126 $3.1M
Compton Wealth Advisory Group, LLC 0.68% Add +0.0% 56,879 $3.1M
Kepler Cheuvreux (Suisse) SA 0.18% New 56,678 $3.1M
Mattson Financial Services, LLC 0.73% Reduce -4.5% 56,646 $3.1M
Cane Capital Partners, LLC 1.31% — 56,567 $3.1M
Advisors Preferred, LLC 0.51% No change 55,500 $3.1M
Poehling Capital Management, INC. 0.63% Reduce -0.2% 56,407 $3.1M
St. Johns Investment Management Company, LLC 1.29% Reduce -0.6% 56,374 $3.1M
Richard Bernstein Advisors LLC 0.09% Reduce -10.3% 56,372 $3.1M
Savvy Advisors, Inc. 0.10% Add +52.1% 56,355 $3.1M
Perpetual Ltd 0.04% Reduce -50.4% 56,342 $3.1M
FAS Wealth Partners, Inc. 0.20% Add +3.4% 56,260 $3.1M
Centaurus Financial, Inc. 0.14% Reduce -8.3% 56,217 $3.1M
Smith Shellnut Wilson LLC 1.18% No change 56,128 $3.1M
Premier Path Wealth Partners, LLC 0.40% Add +18.1% 55,954 $3.1M
MCF Advisors LLC 0.17% Add +83.0% 55,764 $3.1M
Berkeley Capital Partners, LLC 0.72% Reduce -6.3% 55,734 $3.1M
Cumberland Partners Ltd 0.19% Reduce -0.3% 55,560 $3.1M
Portside Wealth Group, LLC 0.41% Reduce -4.6% 55,546 $3.1M
Hartford Financial Management Inc. 0.79% Add +3.0% 55,530 $3.1M
Performance Wealth Partners, LLC 0.08% Add +36.3% 55,373 $3.0M
KKM Financial LLC 0.54% Add +1030.6% 55,342 $3.0M
Birch Financial Group, LLC 1.73% Add +0.0% 55,307 $3.0M
Aull & Monroe Investment Management Corp 1.53% Add +0.7% 55,304 $3.0M
Quadcap Wealth Management, LLC 0.35% Reduce -0.7% 55,199 $3.0M
Coastline Trust Co 0.29% Add +42.0% 55,154 $3.0M
Midwest Trust Co 0.04% Add +11.4% 55,129 $3.0M
Newman Dignan & Sheerar, Inc. 0.63% Add +4.1% 55,064 $3.0M
Foundations Investment Advisors, LLC 0.04% Add +2.2% 55,001 $3.0M
Arete Wealth Advisors, LLC 0.21% Add +0.1% 54,944 $3.0M
Hexagon Capital Partners LLC 0.56% Add +0.2% 54,777 $3.0M
one8zero8, LLC 0.66% Reduce -9.8% 54,733 $3.0M
Mitchell & Pahl Private Wealth, LLC 1.24% Add +107.1% 54,530 $3.0M
AlTi Global, Inc. 0.06% Reduce -1.7% 54,442 $3.0M
Old National Bancorp 0.05% Reduce -4.3% 54,377 $3.0M
Fulcrum Asset Management LLP 0.83% Reduce -2.9% 54,004 $3.0M
Clarkston Capital Partners, LLC 0.07% No change 54,000 $3.0M
HCR Wealth Advisors 0.29% Add +1.9% 53,950 $3.0M
First City Capital Management, Inc. 1.57% Reduce -0.1% 53,929 $3.0M
MainStreet Investment Advisors LLC 0.43% Reduce -6.4% 53,860 $3.0M
Studio Investment Management LLC 0.54% Reduce -2.1% 53,841 $3.0M
Jeppson Wealth Management, LLC 0.94% Reduce -0.2% 53,830 $3.0M
Piscataqua Savings Bank 2.08% Reduce -0.1% 53,821 $3.0M
Secure Asset Management, LLC 0.47% Add +2.6% 53,762 $3.0M
Graham Capital Management, L.P. 0.14% Add +7.8% 53,560 $2.9M
Transcend Capital Advisors, LLC 0.23% Reduce -16.7% 53,543 $2.9M
Bank of New Hampshire 0.66% Add +1.8% 53,504 $2.9M
Alpha Cubed Investments, LLC 0.10% Add +1.4% 53,339 $2.9M
Daymark Wealth Partners, LLC 0.09% Reduce -4.3% 53,323 $2.9M
Pasadena Private Wealth, LLC 0.40% Reduce -1.1% 53,068 $2.9M
Bridges Investment Management Inc. 0.04% Add +0.8% 53,017 $2.9M
Vectors Research Management, LLC 0.89% Reduce -0.9% 52,917 $2.9M
EagleClaw Capital Managment, LLC 0.42% No change 52,864 $2.9M
Howard Capital Management, LLC 0.04% Add +1.1% 52,063 $2.9M
Mayflower Financial Advisors, LLC 0.35% Reduce -6.9% 52,035 $2.9M
Klingenstein Fields & Co. LP 0.11% Reduce -3.7% 52,023 $2.9M
Octavia Wealth Advisors, LLC 0.27% Add +0.5% 51,960 $2.9M
Portfolio Design Labs, LLC 0.47% Add +4.9% 51,897 $2.9M
St. Louis Financial Planners Asset Management, LLC 1.75% Reduce -7.5% 51,849 $2.9M
Hourglass Capital, LLC 0.61% Reduce -1.7% 51,787 $2.8M
Independence Bank of Kentucky 0.35% Add +1.3% 51,574 $2.8M
Hudson Canyon Capital Management 1.66% No change 51,521 $2.8M
Kennedy Investment Group, Inc. 1.07% Reduce -0.4% 51,461 $2.8M
Journey Strategic Wealth LLC 0.07% Reduce -1.4% 51,440 $2.8M
Pinnacle Wealth Planning Services, Inc. 0.30% Add +1.3% 51,406 $2.8M
Evolve Private Wealth, LLC 0.17% — 51,334 $2.8M
SG Trading Solutions, LLC 0.66% — 51,322 $2.8M
Ransom Advisory, Ltd 1.11% Reduce -0.4% 51,323 $2.8M
Palumbo Wealth Management LLC 0.70% Add +0.2% 51,274 $2.8M
Clarius Group, LLC 0.16% Add +0.4% 51,230 $2.8M
Evelyn Partners Investment Management Services Ltd 0.35% Add +7.8% 50,647 $2.8M
3Chopt Investment Partners, LLC 0.62% Reduce -0.2% 50,594 $2.8M
Patten Group, Inc. 0.51% Reduce -20.6% 50,473 $2.8M
Evercore Wealth Management, LLC 0.04% Reduce -1.7% 50,459 $2.8M
Lafayette Investments, Inc. 0.52% Reduce -7.1% 50,445 $2.8M
Sterling Capital Management LLC 0.05% Reduce -22.9% 50,432 $2.8M
Ullmann Wealth Partners Group, LLC 0.29% Add +1.3% 51,825 $2.8M
Americana Partners, LLC 0.08% Reduce -23.1% 50,287 $2.8M
Palogic Value Management, L.P. 1.19% Add +1.4% 50,131 $2.8M
Beacon Financial Group 0.27% Add +1.2% 50,101 $2.8M
Precedent Wealth Partners, LLC 0.58% Add +2.7% 50,097 $2.8M
Integrated Investment Consultants, LLC 0.54% Add +140.9% 50,014 $2.8M
Chou Associates Management Inc. 1.36% No change 50,000 $2.8M
Ally Financial Inc. 0.34% New 50,000 $2.8M
Cumberland Advisors Inc. 1.04% Reduce -2.5% 49,900 $2.7M
Stock Yards Bank & Trust Co. 0.08% Reduce -7.0% 49,695 $2.7M
LJI Wealth Management, LLC 0.42% Add +0.2% 49,613 $2.7M
MTM Investment Management, LLC 0.87% Reduce -2.0% 49,536 $2.7M
Altman Advisors, Inc. 1.03% Reduce -0.9% 49,535 $2.7M
Chicago Partners Investment Group LLC 0.07% Add +2.6% 52,599 $2.7M
Wilmington Savings Fund Society, FSB 0.06% Reduce -7.3% 49,376 $2.7M
Excalibur Management Corp. 0.98% Add +2.4% 49,284 $2.7M
Silver Oak Securities, Incorporated 0.18% Add +2.0% 49,021 $2.7M
Prestige Wealth Management Group LLC 0.52% Add +5.2% 49,241 $2.7M
Probity Advisors, Inc. 0.43% Reduce -3.3% 49,193 $2.7M
NTV Asset Management LLC 0.29% Reduce -4.9% 49,192 $2.7M
Stratos Wealth Advisors, LLC 0.13% Reduce -0.5% 49,093 $2.7M
Boston Trust Walden Corp 0.02% Reduce -1.0% 48,820 $2.7M
Keel Point, LLC 0.16% Add +9.0% 48,758 $2.7M
Summit Asset Management, LLC 0.38% Add +4.5% 48,673 $2.7M
PCM Encore, LLC 0.57% — 48,583 $2.7M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.24% Add +340.9% 48,556 $2.7M
IPG Investment Advisors LLC 0.47% Add +149.6% 48,500 $2.7M
Skye Global Management LP 0.05% New 48,400 $2.7M
Nvwm, LLC 0.58% Reduce -2.9% 48,287 $2.7M
Viawealth, LLC 1.49% Reduce -14.0% 48,283 $2.7M
Summit Global Investments 0.16% Add +16.5% 48,248 $2.7M
Focus Financial Network, Inc. 0.09% Reduce -2.2% 48,233 $2.7M
Bartlett & Co. Wealth Management LLC 0.03% Reduce -3.0% 48,088 $2.6M
Robertson Stephens Wealth Management, LLC 0.07% Add +24.6% 47,927 $2.6M
Weaver Capital Management LLC 0.56% Add +2.5% 47,853 $2.6M
Advisor OS, LLC 0.21% Add +8.8% 47,820 $2.6M
Wittenberg Investment Management, Inc. 1.01% No change 47,664 $2.6M
Ameritas Advisory Services, LLC 0.10% Add +49.9% 47,662 $2.6M
Tounjian Advisory Partners, LLC 0.89% Add +336.5% 47,630 $2.6M
MWA Asset Management 1.46% Reduce -0.2% 47,623 $2.6M
Washington Trust Bank 0.18% Add +0.6% 47,589 $2.6M
HMS Capital Management, LLC 1.08% Reduce -1.0% 47,571 $2.6M
Douglass Winthrop Advisors, LLC 0.05% Add +11.2% 47,404 $2.6M
Chapin Davis, Inc. 0.61% Add +0.0% 47,340 $2.6M
Accurate Wealth Management, LLC 0.33% Add +6.6% 46,337 $2.6M
Register Financial Advisors LLC 1.01% Reduce 0.0% 46,945 $2.6M
Sandler Capital Management 1.15% New 46,664 $2.6M
Buckley Wealth Management, LLC 0.68% Reduce -0.6% 46,504 $2.6M
Chapman Financial Group, LLC 1.74% Reduce -0.1% 46,485 $2.6M
Rosenblum Silverman Sutton S F Inc. 0.59% Reduce -0.4% 46,182 $2.5M
Constant Guidance Financial LLC 1.78% Add +89.5% 46,021 $2.5M
Glaxis Capital Management, LLC 4.33% New 46,000 $2.5M
AMG National Trust Bank 0.06% Add +4.1% 45,729 $2.5M
Wynn Capital, LLC 1.22% Reduce -2.9% 45,686 $2.5M
Banque Transatlantique SA 0.06% Add +1.2% 45,534 $2.5M
Focused Alpha, LLC 0.73% — 45,452 $2.5M
Intellectus Partners, LLC 0.48% Reduce -2.3% 45,436 $2.5M
Westco Advisory Services Inc. 1.53% — 45,388 $2.5M
Falcon Wealth Planning 0.21% Add +5.0% 45,369 $2.5M
Kempner Capital Management Inc. 2.35% Reduce -30.1% 44,962 $2.5M
Carnegie Lake Advisors LLC 0.95% Reduce -4.0% 45,171 $2.5M
Clifford Swan Investment Counsel LLC 0.08% Reduce -11.1% 45,145 $2.5M
Sierra Summit Advisors LLC 0.38% Add +0.9% 44,996 $2.5M
Wulff, Hansen & Co. 2.06% Reduce -1.3% 44,648 $2.5M
Shufro Rose & Co. LLC 0.17% Reduce -11.7% 44,565 $2.5M
Spire Wealth Management 0.08% Reduce -7.1% 44,499 $2.4M
FLC Capital Advisors 0.45% Reduce -1.9% 44,488 $2.4M
RB Capital Management, LLC 0.52% Reduce -0.4% 44,467 $2.4M
CRA Financial Services, LLC 0.32% Add +0.5% 44,448 $2.4M
Visionary Wealth Advisors 0.11% Add +4.0% 44,442 $2.4M
Financial Engines Advisors L.L.C. 0.00% Add +3.0% 44,348 $2.4M
Godshalk Welsh Capital Management, Inc. 1.39% Reduce -2.0% 44,320 $2.4M
Ramirez Asset Management, Inc. 0.32% No change 44,272 $2.4M
Martin & Co. Inc. 0.42% Add +2.9% 44,138 $2.4M
Regal Investment Advisors LLC 0.14% Add +4.5% 44,016 $2.4M
American Capital Advisory, LLC 1.05% Reduce -2.8% 43,963 $2.4M
Angeles Wealth Management, LLC 0.13% Add +8.4% 43,936 $2.4M
Prudent Man Advisors, LLC 0.88% Add +176.0% 43,934 $2.4M
One Charles Private Wealth Services, LLC 0.62% Reduce -21.8% 43,848 $2.4M
Twin Capital Management Inc. 0.30% Reduce -2.8% 43,846 $2.4M
Old Mission Investment Co LLC 0.58% Reduce -0.8% 43,784 $2.4M
Investors Asset Management of Georgia Inc. /Ga/ 1.00% Reduce -0.7% 43,748 $2.4M
Aventura Private Wealth, LLC 0.86% Add +0.3% 43,713 $2.4M
EverSource Wealth Advisors, LLC 0.09% Add +3.2% 43,512 $2.4M
Blue Fin Capital, Inc. 0.37% Add +1.4% 43,438 $2.4M
Curi Capital, LLC 0.04% Reduce -41.8% 43,426 $2.4M
Quent Capital, LLC 0.17% Add +24.0% 43,311 $2.4M
White Pine Capital LLC 0.65% Reduce -0.2% 43,243 $2.4M
Machina Capital S.A.S. 0.45% Add +49.0% 43,240 $2.4M
Westside Investment Management, Inc. 0.38% Reduce -0.7% 43,015 $2.4M
OVERSEA-CHINESE BANKING Corp Ltd 0.07% Add +42.8% 43,032 $2.4M
Channing Global Advisors, LLC 1.52% Reduce -0.1% 43,119 $2.4M
Claro Advisors Inc. 0.32% Reduce -0.0% 43,018 $2.4M
KPP Advisory Services LLC 0.34% Reduce -2.2% 42,983 $2.4M
Bridgewater Advisors Inc. 0.15% Add +2.6% 45,393 $2.4M
Goldstone Financial Group, LLC 0.26% Add +11.7% 42,923 $2.4M
CenterBook Partners LP 0.12% Reduce -3.1% 42,845 $2.4M
Exencial Wealth Advisors, LLC 0.07% Add +1.4% 42,813 $2.4M
Gleason Group, Inc. 0.23% Add +0.3% 42,635 $2.3M
Polymer Capital Management (US) LLC 0.30% New 42,616 $2.3M
Mach-1 Financial Group, LLC 0.48% New 42,545 $2.3M
Retirement Planning Co of New England, Inc. 0.94% Reduce -2.8% 42,538 $2.3M
Fort Sheridan Advisors LLC 0.30% Add +0.0% 42,526 $2.3M
Lodestone Wealth Management LLC 0.95% Reduce -15.3% 42,283 $2.3M
Kathmere Capital Management, LLC 0.16% Add +8.8% 42,275 $2.3M
Oarsman Capital, Inc. 0.30% Add +13.7% 42,267 $2.3M
Atlantic Edge Private Wealth Management, LLC 0.58% Add +5.8% 42,262 $2.3M
Brady Family Wealth, LLC 0.71% Reduce -0.1% 42,101 $2.3M
Fortem Financial Group, LLC 0.62% Reduce -3.7% 42,011 $2.3M
Marble Wealth, LLC 0.32% — 41,985 $2.3M
Greenfield Savings Bank 0.97% Reduce -0.1% 41,890 $2.3M
Ceeto Capital Group, LLC 0.67% No change 41,870 $2.3M
Pinnacle Bancorp, Inc. 0.67% Reduce -8.4% 41,777 $2.3M
Inscription Capital, LLC 0.24% Add +1.5% 41,637 $2.3M
Legato Capital Management LLC 0.20% New 41,600 $2.3M
Kelleher Financial Advisors 0.53% Reduce -5.3% 41,377 $2.3M
Aljian Capital Management, LLC 0.45% Reduce -2.9% 41,333 $2.3M
Oak Thistle LLC 0.32% New 41,329 $2.3M
Quotient Wealth Partners, LLC 0.06% Reduce -2.6% 41,323 $2.3M
Everhart Financial Group, Inc. 0.21% Add +9.4% 41,247 $2.3M
Catalyst Financial Partners LLC 0.25% Add +17.5% 41,132 $2.3M
Mather Group, Llc. 0.02% Add +14.2% 41,045 $2.3M
VCI Wealth Management LLC 0.63% Reduce -23.4% 41,010 $2.3M
Journey Retirement Planning & Investment Management LLC 0.46% — 40,992 $2.3M
BigSur Wealth Management LLC 0.55% No change 40,850 $2.2M
E&G Advisors, LLC 0.50% Reduce -0.5% 40,818 $2.2M
Smith Group Asset Management, LLC 0.12% New 40,792 $2.2M
Catalyst Funds Management Pty Ltd 0.52% New 40,700 $2.2M
Guardian Wealth Advisors, LLC / NC 0.14% Reduce -19.4% 40,681 $2.2M
Investment Advisory Services Inc. /TX 0.70% Reduce -1.9% 40,557 $2.2M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 1.08% Add +3.9% 40,500 $2.2M
Moneco Advisors, LLC 0.18% Reduce -2.1% 40,460 $2.2M
Nilsine Partners, LLC 0.19% Add +6.8% 40,446 $2.2M
Formidable Asset Management, LLC 0.32% Reduce -5.8% 43,054 $2.2M
Meiji Yasuda Asset Management Co Ltd. 0.11% Reduce -5.0% 40,363 $2.2M
Advyzon Investment Management, LLC 0.26% Add +59.8% 40,327 $2.2M
T. Rowe Price Investment Management, Inc. 0.00% Add +29.5% 40,247 $2.2M
Hikari Power Ltd 0.17% No change 40,240 $2.2M
Annis Gardner Whiting Capital Advisors, LLC 0.42% Add +33.2% 40,216 $2.2M
Smithfield Trust Co 0.10% Add +4.5% 40,093 $2.2M
Barbara Oil Co. 0.82% No change 40,000 $2.2M
Diversified Management Inc. 0.51% — 40,000 $2.2M
Capital Advisors Inc. 0.04% Reduce -1.8% 39,971 $2.2M
Torrey Growth & Income Advisors 0.76% Reduce -58.4% 39,961 $2.2M
Woodward Diversified Capital, LLC 1.01% Add +1.5% 39,956 $2.2M
Fragasso Financial Advisors Inc 0.13% Reduce -4.9% 39,933 $2.2M
Breakwater Capital Group 0.31% Reduce -1.7% 39,933 $2.2M
Birmingham Capital Management Co. Inc. 0.97% Reduce -1.2% 39,925 $2.2M
VestGen Advisors, LLC 0.09% Reduce -37.7% 39,887 $2.2M
LRI Investments, LLC 0.18% Reduce -1.6% 39,770 $2.2M
Brooks, Moore & Associates, Inc. 1.07% Add +1.5% 39,747 $2.2M
Global Financial Private Client, LLC 0.77% Add +0.2% 39,735 $2.2M
55 North Private Wealth, LLC 0.58% — 39,724 $2.2M
Burke & Herbert Bank & Trust Co. 0.60% Reduce -16.4% 39,699 $2.2M
Diversified Enterprises, LLC 0.13% Add +41.7% 39,685 $2.2M
Saiph Capital, LLC 0.78% Add +0.8% 130,866 $2.2M
Mosaic Family Wealth Partners, LLC 0.24% Reduce -0.1% 39,535 $2.2M
Geneos Wealth Management Inc. 0.05% Reduce -0.8% 39,531 $2.2M
WealthPlan Investment Management, LLC 0.14% Add +190.3% 39,491 $2.2M
Bernicke Wealth Management, Ltd. 0.28% — 39,386 $2.2M
Safeguard Investment Advisory Group, LLC 0.55% Reduce -1.7% 39,324 $2.2M
North Dallas Bank & Trust Co. 1.41% — 39,316 $2.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.03% Add +24.6% 39,305 $2.2M
Busey Bank 0.06% Add +7.8% 39,176 $2.2M
Atlas Brown,Inc. 0.64% Reduce -1.8% 38,984 $2.1M
Rehmann Capital Advisory Group 0.11% Add +8.7% 38,935 $2.1M
IFG Advisory, LLC 0.09% Add +3.9% 38,935 $2.1M
Decker Wealth Management LLC 0.47% — 38,925 $2.1M
Brown, Lisle/Cummings, Inc. 0.53% Add +2.0% 38,897 $2.1M
Turtle Creek Wealth Advisors, LLC 0.17% Add +19.7% 38,860 $2.1M
Cardinal Point Capital Management ULC 0.14% Add +1.8% 38,848 $2.1M
Colonial Trust Advisors 0.16% Add +3.1% 38,799 $2.1M
Sovereign Financial Group, Inc. 0.38% Add +3.7% 38,787 $2.1M
Dymon Asia Capital (singapore) Pte. LTD. 0.47% Reduce -24.2% 38,650 $2.1M
Pinnacle Holdings, LLC 0.80% Add +0.3% 38,548 $2.1M
Aviso Financial Inc. 0.08% Reduce -14.9% 38,487 $2.1M
Appleton Partners Inc. 0.14% Reduce -6.2% 38,416 $2.1M
Meiji Yasuda Life Insurance Co 0.06% Reduce -3.2% 38,394 $2.1M
Aviance Capital Partners, LLC 0.24% Add +9.1% 38,371 $2.1M
Baxter Bros Inc. 0.24% Reduce -2.6% 38,217 $2.1M
Ausdal Financial Partners, Inc. 0.10% Reduce -0.4% 38,016 $2.1M
Pure Financial Advisors, LLC 0.03% Reduce -14.4% 38,003 $2.1M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.70% Reduce -2.6% 37,952 $2.1M
Blue Edge Capital, LLC 0.28% Add +3.4% 37,880 $2.1M
Legacy Capital Group California, Inc. 0.50% Add +67.2% 37,847 $2.1M
AXA S.A. 0.98% Reduce -11.6% 37,805 $2.1M
Boomfish Wealth Group, LLC 1.11% Reduce -4.5% 37,740 $2.1M
Atlanta Consulting Group Advisors, LLC 0.47% Add +6.6% 37,560 $2.1M
Lake Street Private Wealth, LLC 0.25% Add +0.2% 37,434 $2.1M
CFS Investment Advisory Services, LLC 0.15% Add +3.6% 37,395 $2.1M
Aspen Grove Capital, LLC 0.36% Reduce -5.8% 37,318 $2.1M
Jump Financial, LLC 0.03% Reduce -77.9% 37,198 $2.0M
TLWM 0.37% Reduce -2.9% 37,182 $2.0M
Integrity Alliance, Llc. 0.07% Add +242.7% 37,092 $2.0M
Personal Cfo Solutions, LLC 0.32% Add +0.0% 36,958 $2.0M
Fiduciary Family Office, LLC 0.58% Add +1.1% 36,929 $2.0M
Kentucky Farm Bureau Mutual Insurance Co 0.55% New 36,832 $2.0M
Private Wealth Asset Management, LLC 0.22% Reduce -2.0% 36,816 $2.0M
Diligent Investors, LLC 0.50% Reduce -0.7% 36,813 $2.0M
Howland Capital Management LLC 0.08% Reduce -5.6% 36,804 $2.0M
Central Pacific Bank - Trust Division 0.26% Add +22.8% 36,703 $2.0M
Generation Capital Management LLC 1.30% Add +2.6% 36,428 $2.0M
Cooper Financial Group 0.21% Add +6.9% 36,365 $2.0M
Pinnbrook Capital Management LP 0.52% Reduce -22.2% 36,287 $2.0M
Integral Investment Advisors, Inc. 0.49% Add +7.6% 36,242 $2.0M
Polar Asset Management Partners Inc. 0.05% Reduce -85.1% 36,100 $2.0M
First Dallas Securities Inc. 0.74% Reduce -0.6% 36,070 $2.0M
NCP Inc. 1.60% Add +0.0% 36,067 $2.0M
Key Client Fiduciary Advisors, LLC 0.69% Reduce -0.3% 36,049 $2.0M
Laurel Oak Wealth Management, LLC 0.33% — 35,939 $2.0M
Etesian Wealth Advisors, Inc. 0.62% Reduce -6.6% 35,936 $2.0M
Aspiriant, LLC 0.06% Add +8.4% 35,867 $2.0M
Bridgewealth Advisory Group, LLC 0.43% Reduce -8.8% 35,726 $2.0M
Conning Inc. 0.07% Reduce -6.2% 35,670 $2.0M
Schulhoff & Co. Inc. 0.82% Add +0.1% 35,554 $2.0M
Argentarii, LLC 0.64% Add +386.1% 35,529 $2.0M
Morningstar Investment Management LLC 0.12% No change 35,448 $1.9M
Asset Dedication, LLC 0.13% Reduce -2.8% 35,421 $1.9M
Legacy Advisors, LLC 0.21% Add +3.3% 35,345 $1.9M
Flagship Harbor Advisors, LLC 0.09% Add +8.2% 35,314 $1.9M
Canopy Partners, LLC 0.63% Add +0.2% 35,227 $1.9M
Davis Investment Partners, LLC 0.68% Reduce -52.3% 34,585 $1.9M
Mill Capital Management, LLC 0.14% No change 35,152 $1.9M
Chancellor Financial Group WB LP 1.32% Add +0.0% 35,123 $1.9M
CoreCap Advisors, LLC 0.07% Add +3.3% 35,105 $1.9M
Coppell Advisory Solutions LLC 0.19% Reduce -35.0% 34,926 $1.9M
SkyOak Wealth, LLC 0.35% Reduce -3.4% 35,085 $1.9M
Raelipskie Partnership 0.81% Reduce -1.1% 35,077 $1.9M
Evelyn Partners Investment Management (Europe) Ltd 0.62% Reduce -2.2% 34,959 $1.9M
Jupiter Wealth Management LLC 0.86% No change 36,600 $1.9M
IMA Advisory Services, Inc. 0.18% Reduce -9.1% 34,930 $1.9M
Orca Wealth Management, LLC 1.37% Add +0.1% 34,874 $1.9M
Kovack Advisors, Inc. 0.09% Add +28.9% 34,754 $1.9M
Mathes Company, Inc. 0.68% Reduce -1.4% 34,700 $1.9M
MBL Wealth, LLC 0.15% Add +34.6% 34,690 $1.9M
Advisory Alpha, LLC 0.05% Add +1.6% 34,628 $1.9M
Trivium Point Advisory, LLC 0.19% Reduce -4.9% 34,588 $1.9M
CX Institutional 0.06% Reduce -3.0% 34,567 $1.9M
Nicolet Advisory Services, LLC 0.13% Reduce -0.3% 34,401 $1.9M
Patriot Financial Group Insurance Agency, LLC 0.23% Reduce -40.2% 34,493 $1.9M
IFC Advisors LLC 0.28% Reduce -4.1% 34,473 $1.9M
Bristlecone Value Partners, LLC 2.19% — 34,457 $1.9M
Transatlantique Private Wealth LLC 0.59% Reduce -15.5% 34,426 $1.9M
Allen Capital Group, LLC 0.17% Add +3.3% 34,388 $1.9M
Campbell Newman Asset Management Inc. 0.14% No change 34,350 $1.9M
Fee-Only Financial Planning, L.C. 1.10% No change 34,317 $1.9M
Black Maple Capital Management LP 1.41% New 34,300 $1.9M
Blue Capital, Inc. 1.34% Add +2.3% 34,284 $1.9M
Avidian Wealth Enterprises, LLC 0.07% Add +14.6% 34,208 $1.9M
BIP Wealth, LLC 0.07% Add +45.8% 34,203 $1.9M
FSM Wealth Advisors, LLC 0.26% Add +2.3% 34,165 $1.9M
Venturi Wealth Management, LLC 0.08% Add +5.3% 34,136 $1.9M
City Holding Co. 0.23% Add +4.3% 34,135 $1.9M
Fayez Sarofim & Co 0.00% Reduce -31.3% 34,115 $1.9M
Johnson & White Wealth Management, LLC 0.81% Reduce -0.4% 34,007 $1.9M
Wellspring Financial Advisors, LLC 0.15% Add +130.1% 33,902 $1.9M
PW Nova Financial Services LLC 0.71% — 33,281 $1.9M
Burney Co./ 0.06% Add +10.4% 33,815 $1.9M
Capital Squared Financial LLC 1.45% Add +6.4% 33,726 $1.9M
Zions Bancorporation, National Association 0.09% Add +68.6% 33,701 $1.9M
WBH Advisory Inc. 0.14% Add +1.6% 33,533 $1.8M
Aviso Wealth Management 0.78% Add +7.1% 33,533 $1.8M
Earned Wealth Advisors, LLC 0.13% Add +81.0% 33,528 $1.8M
Harbour Investments, Inc. 0.04% Add +7.7% 33,320 $1.8M
Cape Ann Savings Bank 0.94% Add +0.8% 33,293 $1.8M
JT Stratford LLC 0.24% Add +14.1% 33,282 $1.8M
Wealth Management Associates, Inc. 0.63% Reduce -3.1% 33,117 $1.8M
Duncker Streett & Co. Inc. 0.32% Reduce -4.1% 33,108 $1.8M
Princeton Capital Management LLC 0.47% Add +0.3% 32,971 $1.8M
Paradigm Capital Management, LLC 1.70% Add +1.1% 32,943 $1.8M
Kiley Juergens Wealth Management, LLC 0.39% Reduce -2.5% 32,930 $1.8M
Trivant Custom Portfolio Group, LLC 1.04% Reduce -0.8% 32,867 $1.8M
Runnymede Capital Advisors, Inc. 1.04% Add +717.8% 32,867 $1.8M
Cornercap Investment Counsel Inc. 0.89% Reduce -1.4% 32,847 $1.8M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.18% Add +0.1% 32,800 $1.8M
Washington Growth Strategies LLC 1.16% No change 32,749 $1.8M
Herold Advisors, Inc. 0.40% Reduce -5.4% 32,676 $1.8M
Winthrop Advisory Group LLC 0.15% Add +0.2% 32,435 $1.8M
J.Safra Asset Management Corp 0.09% New 32,492 $1.8M
Anb Bank 0.71% Reduce -0.1% 32,369 $1.8M
RFG Advisory, LLC 0.03% Add +9.4% 32,289 $1.8M
Concord Wealth Partners 0.23% Add +0.3% 32,242 $1.8M
Avity Investment Management Inc. 0.12% Reduce -4.5% 32,100 $1.8M
Kessler Investment Group, LLC 0.74% Reduce -0.9% 32,025 $1.8M
Aspen Investment Management Inc 0.53% Reduce -3.9% 31,872 $1.8M
Brown Financial Advisors 0.64% Reduce -3.1% 31,846 $1.8M
US Asset Management LLC 1.43% Reduce -0.8% 31,831 $1.8M
Tempus Wealth Planning, LLC 0.40% Add +0.2% 31,813 $1.7M
Gryphon Financial Partners LLC 0.19% Add +9.8% 31,811 $1.7M
Community Bank & Trust, Waco, Texas 0.36% Add +3.0% 31,796 $1.7M
Neo Ivy Capital Management 0.28% Add +64.0% 31,795 $1.7M
Mechanics Bank Trust Department 0.23% Add +20.2% 31,780 $1.7M
Spirepoint Private Client, LLC 0.17% Add +22.4% 31,704 $1.7M
Frec Markets, Inc. 0.51% — 31,623 $1.7M
Safe Harbor Fiduciary, LLC 1.54% — 31,619 $1.7M
Apriem Advisors 0.16% Reduce -0.6% 31,540 $1.7M
Next Level Private LLC 0.45% Reduce -1.0% 31,446 $1.7M
Teza Capital Management LLC 5.57% No change 31,442 $1.7M
Silverlake Wealth Management LLC 0.39% Reduce -0.8% 31,376 $1.7M
Smith Thornton Advisors LLC 0.88% Reduce -0.2% 31,353 $1.7M
Archer Investment Corp 0.39% Add +3.5% 31,344 $1.7M
Founders Financial Alliance, LLC 0.33% Reduce -2.6% 31,302 $1.7M
Toth Financial Advisory Corp. 0.19% Add +119.4% 31,290 $1.7M
Accent Capital Management, LLC 0.74% Add +0.6% 31,175 $1.7M
Advisory Research Inc. 0.22% Reduce -7.0% 31,157 $1.7M
Welch Group, LLC 0.07% Add +0.3% 31,119 $1.7M
Abc Arbitrage SA 0.16% New 31,048 $1.7M
Colonial River Investments, LLC 0.61% Add +1.5% 31,045 $1.7M
Little House Capital LLC 0.43% Reduce -1.3% 30,983 $1.7M
Central Valley Advisors, LLC 0.51% No change 30,889 $1.7M
Alliance Private Wealth, LLC 0.59% — 31,084 $1.7M
Stonehage Fleming Financial Services Holdings Ltd 0.05% No change 30,759 $1.7M
Tectonic Advisors LLC 0.09% Add +1.8% 30,742 $1.7M
Strategic Advisors LLC 0.26% Add +0.1% 30,742 $1.7M
Wealth Alliance, LLC 0.16% Reduce -6.5% 30,616 $1.7M
Chesapeake Wealth Management 0.50% Add +1.2% 30,614 $1.7M
Coastwise Capital Group, LLC 0.87% Add +4.7% 30,599 $1.7M
Earnest Partners LLC 0.01% Reduce -8.0% 30,560 $1.7M
Connecticut Wealth Management, LLC 0.07% Reduce -6.7% 30,550 $1.7M
McGlone Suttner Wealth Management, Inc. 0.22% Add +3.9% 30,350 $1.7M
LVW Advisors, LLC 0.17% Add +17.7% 30,343 $1.7M
Soltis Investment Advisors LLC 0.11% Add +20.5% 30,316 $1.7M
Lazard Freres Gestion S.A.S. 0.03% Add +7.7% 30,316 $1.7M
Paragon Financial Partners, Inc. 1.03% Add +0.0% 30,296 $1.7M
Murphy Pohlad Asset Management LLC 0.64% Reduce -3.5% 30,295 $1.7M
Sage Investment Counsel LLC 1.83% Add +0.0% 30,281 $1.7M
Kidder Stephen W 0.47% No change 30,265 $1.7M
First PREMIER Bank 0.38% No change 30,080 $1.7M
Alpha Omega Wealth Management LLC 0.27% Reduce -0.1% 30,058 $1.7M
Sunbelt Securities, Inc. 0.11% Reduce -0.9% 30,044 $1.7M
Bayview Asset Management, LLC 1.49% Add +9.1% 30,000 $1.6M
Ayalon Insurance Comp Ltd. 0.40% No change 30,009 $1.6M
Cyndeo Wealth Partners, LLC 0.09% Add +5.5% 29,897 $1.6M
Blue Jean Financial LLC 1.33% — 29,823 $1.6M
Sivia Capital Partners, LLC 0.33% Add +30.2% 29,766 $1.6M
Xcelsior Advisor Partners LLC 0.80% — 29,755 $1.6M
Vanguard Capital Wealth Advisors 1.31% Add +0.4% 29,668 $1.6M
Sheets Smith Wealth Management 0.18% Reduce -1.7% 29,666 $1.6M
Csenge Advisory Group 0.07% Reduce -0.2% 29,627 $1.6M
StoneX Group Inc. 0.07% Add +6.2% 29,484 $1.6M
Gratus Wealth Advisors, LLC 0.22% Reduce -13.2% 29,454 $1.6M
Petros Family Wealth, LLC 1.08% Add +46.3% 29,440 $1.6M
Wealth Architects, LLC 0.15% Reduce -1.0% 29,378 $1.6M
NCM Capital Management, LLC 0.60% Reduce -3.7% 29,378 $1.6M
First National Bank Sioux Falls 0.48% No change 29,236 $1.6M
United Advisor Group, LLC 0.21% Reduce -3.5% 29,138 $1.6M
CMG Global Holdings, LLC 0.71% Reduce -0.3% 28,883 $1.6M
First National Bank & Trust Co. of Newtown 0.29% No change 28,999 $1.6M
Greenwich Wealth Management LLC 0.07% Add +0.1% 28,937 $1.6M
Voya Financial Advisors, Inc. 0.15% Reduce -0.4% 28,759 $1.6M
Iams Wealth Management, LLC 0.57% Reduce -4.0% 28,823 $1.6M
TMB Capital Partners, LLC 0.54% — 28,723 $1.6M
Florida Financial Advisors, LLC 0.43% Add +16.8% 28,801 $1.6M
Navalign, LLC 0.39% Add +0.7% 28,592 $1.6M
Cassaday & Co Wealth Management LLC 0.03% Add +0.5% 28,582 $1.6M
Purkiss Capital Advisors LLC 0.74% Reduce -6.9% 28,530 $1.6M
Sweeney & Michel, LLC 0.46% Add +0.3% 29,131 $1.6M
Blueprint Investment Partners LLC 0.17% Add +10.9% 28,467 $1.6M
MJP Associates Inc. 0.20% Add +4.7% 28,455 $1.6M
Armstrong Advisory Group, Inc. 0.11% Reduce -0.0% 28,446 $1.6M
Bouchey Financial Group, Ltd. 0.12% Add +0.6% 28,425 $1.6M
Augustine Asset Management Inc. 0.31% Reduce -0.1% 28,340 $1.6M
PDS Planning, Inc 0.10% Add +2.1% 28,299 $1.6M
Gilman Hill Asset Management, LLC 0.25% Reduce -8.9% 28,294 $1.6M
FSB Premier Wealth Management, Inc. 0.49% Reduce -0.7% 28,186 $1.6M
Rather & Kittrell, Inc. 0.25% Add +5.5% 28,182 $1.6M
Clear Harbor Asset Management, LLC 0.11% Add +5.8% 28,177 $1.5M
Marathon Trading Investment Management LLC 0.19% Reduce -91.5% 28,113 $1.5M
MFG Wealth Management, Inc. 1.20% Add +0.5% 28,091 $1.5M
Titleist Asset Management, LLC 0.12% Add +7.9% 28,013 $1.5M
Longfellow Investment Management Co. LLC 0.35% No change 28,002 $1.5M
Versor Investments LP 0.24% Add +196.8% 27,900 $1.5M
Tortuga Wealth Management, Inc 1.60% — 27,673 $1.5M
G&S Capital LLC 0.54% Reduce -0.2% 27,670 $1.5M
Millennium Capital Advisors, LLC 0.90% Add +0.0% 27,650 $1.5M
Hobbs Group Advisors, LLC 0.46% Reduce -0.7% 27,634 $1.5M
Curbstone Financial Management Corp 0.29% Reduce -5.9% 27,538 $1.5M
Bank of Hawaii 0.07% Reduce -2.2% 27,533 $1.5M
J. Safra Sarasin Holding AG 0.02% Add +65.6% 27,418 $1.5M
Tradewinds, LLC. 0.36% Reduce -2.8% 27,355 $1.5M
Magnus Financial Group LLC 0.12% Add +10.1% 27,260 $1.5M
Buckhead Capital Management LLC 0.54% Reduce -2.7% 27,214 $1.5M
Townsquare Capital LLC 0.34% Reduce -35.6% 27,173 $1.5M
Accredited Investors Inc. 0.08% Add +7.4% 27,053 $1.5M
Brave Asset Management Inc. 0.35% No change 26,999 $1.5M
Trust Point Inc. 0.12% Reduce -1.1% 26,954 $1.5M
Potomac Fund Management Inc. 0.05% Reduce -9.9% 26,950 $1.5M
Black Diamond Financial, LLC 0.16% Add +3.0% 26,875 $1.5M
Oder Investment Management, LLC 1.07% Reduce -8.2% 26,824 $1.5M
Beverly Hills Private Wealth, LLC 0.26% Reduce -2.8% 26,733 $1.5M
Brady Martz Wealth Solutions, LLC 0.26% Add +2.0% 26,688 $1.5M
Carmignac Gestion 0.02% New 26,682 $1.5M
W.G. Shaheen & Associates DBA Whitney & Co 0.12% Add +52.0% 26,678 $1.5M
Bison Wealth, LLC 0.16% Reduce -16.8% 31,094 $1.5M
Cassia Capital Partners, LLC 0.79% Reduce -2.8% 26,651 $1.5M
Pensionfund Sabic 0.40% No change 26,600 $1.5M
Keystone Financial Group 0.11% Add +563.3% 26,532 $1.5M
Brave Warrior Advisors 0.03% No change 26,532 $1.5M
OneAscent Financial Services LLC 0.13% Reduce -32.7% 26,500 $1.5M
Aurora Private Wealth, Inc. 0.96% — 26,477 $1.5M
Morse Asset Management, Inc 0.29% Add +26.3% 26,429 $1.5M
Nations Financial Group Inc, /Ia/ 0.08% Add +1.4% 26,392 $1.5M
Single Point Partners, LLC 0.29% Reduce -1.2% 26,392 $1.5M
First Horizon Corp. 0.06% Reduce -12.7% 26,363 $1.4M
Alta Advisers Ltd 0.53% Reduce -19.8% 26,356 $1.4M
ArrowMark Colorado Holdings LLC 0.03% No change 26,350 $1.4M
Concord Asset Management, LLC 0.25% Reduce -0.1% 26,276 $1.4M
Eaton Financial Holdings Company, LLC 0.39% Reduce -4.0% 26,200 $1.4M
BOCHK Asset Management Ltd 0.38% New 26,000 $1.4M
Perennial Investment Advisors, LLC 0.11% Add +2.3% 25,995 $1.4M
VUB Generali dochodkova spravcovska spolocnost, a.s. 1.09% — 25,929 $1.4M
SeaCrest Wealth Management, LLC 0.14% Reduce -2.0% 25,619 $1.4M
Lansing Street Advisors 0.37% Add +1.1% 25,834 $1.4M
TKG Advisors, LLC 0.57% Add +1.5% 25,811 $1.4M
Resonant Capital Advisors, LLC 0.08% Add +3.0% 25,798 $1.4M
Palacios Wealth Management, LLC 1.08% Add +0.8% 25,634 $1.4M
Capricorn Fund Managers Ltd 0.34% Add +16.2% 25,465 $1.4M
Pin Oak Investment Advisors Inc. 0.98% Add +1.8% 24,729 $1.4M
Riverbend Wealth Management, LLC 0.88% Add +4.7% 25,370 $1.4M
Sound Income Strategies, LLC 0.07% Add +2.0% 26,334 $1.4M
Spirit of America Management Corp. 0.30% Add +2.0% 25,350 $1.4M
Hendershot Investments Inc. 0.18% Reduce -7.5% 25,303 $1.4M
Hilltop Holdings Inc. 0.08% Reduce -56.1% 25,280 $1.4M
Cornerstone Advisory, LLC 0.13% Reduce -4.2% 25,257 $1.4M
Sippican Capital Advisors 0.89% Add +1.5% 25,229 $1.4M
Third View Private Wealth, LLC 0.19% — 25,227 $1.4M
Abel Hall, LLC 0.32% Add +158.8% 25,218 $1.4M
West Family Investments, Inc. 0.33% Reduce -12.3% 25,193 $1.4M
Capstone Investment Advisors, LLC 0.01% Reduce -85.8% 25,120 $1.4M
Procyon Advisors, LLC 0.07% Add +71.5% 25,107 $1.4M
Sepio Capital, LP 0.08% Reduce -11.4% 25,075 $1.4M
Traynor Capital Management, Inc. 0.08% Reduce -3.7% 25,073 $1.4M
VELA Investment Management, LLC 0.38% Reduce -17.1% 25,065 $1.4M
Moran Wealth Management, LLC 0.04% New 25,044 $1.4M
Oakworth Capital, Inc. 0.08% No change 25,025 $1.4M
Ignite Planners, LLC 0.21% Add +6.4% 25,766 $1.4M
Alberta Investment Management Corp 0.01% Add +18.6% 24,900 $1.4M
Independent Investors Inc. 0.25% No change 24,880 $1.4M
Liberty Wealth Management LLC 0.18% Add +0.1% 24,860 $1.4M
Paragon Capital Management LLC 0.69% Reduce -8.9% 24,847 $1.4M
Graves Light Lenhart Wealth, Inc. 0.14% Add +0.0% 24,792 $1.4M
Whelan Financial 0.43% Add +15.8% 24,771 $1.4M
Evansbrook LLC 0.91% — 24,729 $1.4M
SmartHarvest Portfolios, LLC 0.47% — 24,701 $1.4M
North Forty Two & Co. 1.28% Reduce -3.1% 24,701 $1.4M
Avenir Corp. 0.15% Add +1.0% 24,690 $1.4M
Intrepid Financial Planning Group LLC 0.52% No change 24,648 $1.4M
111 Capital 0.29% New 24,540 $1.3M
Field & Main Bank 0.39% Add +0.2% 24,505 $1.3M
SummitTX Capital, L.P. 0.04% Reduce -50.1% 24,450 $1.3M
Fortress Private Ledger, LLC 0.44% Add +3.6% 24,448 $1.3M
FUKOKU MUTUAL LIFE INSURANCE Co 0.09% Reduce -13.8% 24,421 $1.3M
Lowe Brockenbrough & Co. Inc. 0.07% Add +2.8% 24,411 $1.3M
Meadow Creek Wealth Advisors LLC 0.86% Add +0.1% 24,380 $1.3M
Moody LYNN Lieberson & Walker, LLC 0.07% Reduce -0.3% 24,274 $1.3M
Cypress Capital Group 0.15% Add +10.4% 24,266 $1.3M
Bank of Marin 0.92% Reduce -1.8% 24,263 $1.3M
Seneca House Advisors 0.50% Add +0.4% 24,239 $1.3M
Souders Financial Advisors 0.15% Add +4.0% 24,156 $1.3M
McLean Asset Management Corp 0.24% Reduce -0.9% 25,312 $1.3M
Nicholas Wealth, LLC. 0.90% Add +9.0% 24,138 $1.3M
Harmony Asset Management LLC 0.44% Add +8.7% 24,038 $1.3M
Clough Capital Partners L P 0.12% No change 24,000 $1.3M
Ethos Financial Group, LLC 0.10% Add +5.7% 23,975 $1.3M
Haverford Trust Co 0.01% Add +2.5% 23,921 $1.3M
HF Advisory Group, LLC 0.46% Add +4.3% 23,866 $1.3M
Ashton Thomas Securities, LLC 0.25% Reduce -0.9% 23,853 $1.3M
WealthTrust Asset Management, LLC 0.92% Reduce -3.0% 23,845 $1.3M
Keynote Financial Services LLC 0.74% No change 23,833 $1.3M
Golden State Wealth Management, LLC 0.14% Reduce -4.8% 23,822 $1.3M
Arkfeld Wealth Strategies, L.L.C. 0.45% Reduce -0.6% 23,526 $1.3M
Lighthouse Investment Partners, LLC 0.04% Reduce -79.5% 23,781 $1.3M
Park Place Capital Corp 0.27% Reduce -11.0% 23,706 $1.3M
Covenant Asset Management, LLC 0.25% No change 23,672 $1.3M
Fuller & Thaler Asset Management, Inc. 0.00% No change 23,641 $1.3M
J. Derek Lewis & Associates Inc. 0.30% — 23,606 $1.3M
Drive Wealth Management, LLC 0.25% Add +22.8% 23,574 $1.3M
Shayne & Jacobs, LLC 0.39% No change 23,539 $1.3M
Moss Adams Wealth Advisors LLC 0.09% Add +11.9% 23,535 $1.3M
Mosaic Financial Group, LLC 0.88% Reduce -0.1% 23,509 $1.3M
Larry Mathis Financial Planning, LLC 1.13% — 23,373 $1.3M
New Republic Capital, LLC 0.34% Add +106.5% 23,291 $1.3M
WealthTrust Axiom LLC 0.33% Reduce -1.0% 23,251 $1.3M
High Net Worth Advisory Group LLC 0.29% No change 23,223 $1.3M
Rossmore Private Capital 0.11% Reduce -5.6% 23,223 $1.3M
Naples Global Advisors, LLC 0.10% Reduce -0.9% 23,187 $1.3M
Wayfinding Financial, LLC 0.54% Reduce -0.7% 23,113 $1.3M
Capital City Trust Co. 0.28% Add +119.9% 23,105 $1.3M
Cambria Investment Management, L.P. 0.07% Add +62.1% 23,066 $1.3M
Physicians Financial Services, Inc. 0.34% Reduce -3.0% 22,994 $1.3M
Wellington Shields Capital Management, LLC 0.18% Add +186.9% 22,987 $1.3M
Harvest Fund Management Co., Ltd 0.05% Add +42.5% 22,942 $1.3M
Y.D. More Investments Ltd 0.06% Reduce -1.5% 22,942 $1.3M
Schear Investment Advisers, LLC 0.54% Reduce -0.9% 22,872 $1.3M
Washington Capital Management, Inc. 1.02% Reduce -0.1% 22,860 $1.3M
PFG Advisors 0.06% Reduce -26.4% 22,844 $1.3M
Fiduciary Advisors, Inc. 0.95% No change 22,826 $1.3M
Uncommon Cents Investing LLC 0.30% Reduce -0.1% 22,656 $1.2M
Sentinel Trust Co. Lba 0.12% No change 22,639 $1.2M
Rogco, LP 0.41% Add +6.8% 22,578 $1.2M
Mairs & Power Inc. 0.01% Reduce -9.9% 22,493 $1.2M
Garner Asset Management Corp 0.47% Reduce -0.9% 22,434 $1.2M
Versant Capital Management, Inc 0.15% Add +0.8% 22,372 $1.2M
West Paces Advisors Inc. 0.24% Reduce -1.0% 22,328 $1.2M
Prairiewood Capital, LLC 0.38% Reduce -12.2% 22,322 $1.2M
Westmount Partners, LLC 0.31% Reduce -0.5% 22,288 $1.2M
Clarendon Private LLC 1.04% Add +1.4% 22,234 $1.2M
Roman Butler Fullerton & Co. 0.32% Add +0.6% 23,299 $1.2M
TruWealth Advisors, LLC 0.06% Reduce -1.5% 22,155 $1.2M
Waddell & Associates, LLC 0.08% Add +1.2% 22,154 $1.2M
GoalVest Advisory LLC 0.23% Add +780.0% 22,071 $1.2M
Smithbridge Asset Management Inc. 0.10% Add +100.0% 22,024 $1.2M
Lanark Financial, Inc. 0.09% Add +2.0% 21,990 $1.2M
CGN Advisors LLC 0.10% Add +229.9% 21,932 $1.2M
Willis Johnson & Associates, Inc. 0.07% Reduce -2.4% 21,930 $1.2M
Gateway Wealth Partners, LLC 0.13% Reduce -5.1% 21,928 $1.2M
American Money Management, LLC 0.19% Add +1.9% 21,923 $1.2M
Arvest Investments, Inc. 0.17% Reduce -0.3% 21,908 $1.2M
Seven Mile Advisory 0.21% Add +11.6% 21,896 $1.2M
Gibbs Wealth Management 0.29% Reduce -13.4% 21,550 $1.2M
Insight Advisors, LLC/ PA 0.18% Add +0.3% 21,825 $1.2M
Verity & Verity, LLC 0.09% Reduce -13.7% 21,823 $1.2M
Income Insurance Ltd 0.78% — 21,821 $1.2M
Wrapmanager Inc. 0.41% Reduce -13.4% 21,811 $1.2M
Citadel Investment Advisory, Inc. 0.52% Reduce -0.7% 21,735 $1.2M
First Foundation Advisors 0.04% Reduce -0.5% 21,715 $1.2M
Madison Wealth Partners, Inc 0.22% Reduce -6.6% 21,701 $1.2M
Sax Wealth Advisors, LLC 0.06% Add +10.8% 21,689 $1.2M
Interchange Capital Partners, LLC 0.22% Add +3.6% 21,669 $1.2M
Omnia Family Wealth, LLC 0.35% Add +2.1% 21,661 $1.2M
American Trust 0.10% Add +95.3% 21,640 $1.2M
Gradient Capital Advisors, LLC 0.31% Reduce -1.9% 21,638 $1.2M
Leavell Investment Management, Inc. 0.05% Add +2.4% 21,593 $1.2M
Synergy Asset Management, LLC 0.12% Reduce -82.4% 21,557 $1.2M
Houlihan Financial Resource Group, Ltd. 0.46% Reduce -2.0% 22,282 $1.2M
Community Bank, N.A. 0.14% Add +2.4% 21,450 $1.2M
Aft, Forsyth & Sober, LLC 0.36% No change 21,440 $1.2M
Hickory Point Bank & Trust 0.85% Add +0.3% 21,413 $1.2M
Peoples Bank 0.73% Add +4.2% 21,399 $1.2M
Empirical Asset Management, LLC 0.33% Add +0.8% 49,818 $1.2M
Brucke Financial, Inc. 0.64% Add +3.0% 21,376 $1.2M
Corundum Group, Inc. 0.39% Reduce -11.8% 21,373 $1.2M
RFG - Bristol Wealth Advisors, LLC 0.33% Add +5.9% 21,352 $1.2M
Skyline Advisors, Inc. 0.39% Reduce -1.1% 21,339 $1.2M
American National Bank & Trust 0.11% Add +41.1% 21,238 $1.2M
Baker Ellis Asset Management LLC 0.14% Add +1.7% 21,163 $1.2M
Hohimer Wealth Management, LLC 0.16% Add +1.6% 21,152 $1.2M
Fishman Jay A Ltd. 0.10% No change 21,142 $1.2M
Pitti Group Wealth Management, LLC 0.95% Reduce -1.6% 21,080 $1.2M
Leisure Capital Management 0.38% No change 21,066 $1.2M
Persistent Asset Partners Ltd 0.56% Add +131.6% 21,050 $1.2M
Caldwell Sutter Capital, Inc. 0.49% Reduce -0.5% 21,031 $1.2M
Fortitude Family Office, LLC 0.27% Add +0.5% 20,984 $1.2M
Tudor Financial Inc. 0.59% Add +3.6% 20,933 $1.2M
South Plains Financial, Inc. 0.68% No change 20,920 $1.2M
Bigelow Investment Advisors, LLC 0.45% Add +2.3% 20,917 $1.2M
Wealth Effects LLC 0.36% Reduce -12.3% 20,912 $1.2M
Abundance Wealth Counselors 0.19% Reduce -5.7% 20,873 $1.1M
WESPAC Advisors, LLC 0.62% Add +20.4% 20,860 $1.1M
Evernest Financial Advisors, LLC 0.24% Add +1.9% 20,274 $1.1M
TFR Capital, LLC. 0.38% Reduce -0.3% 20,777 $1.1M
Gemmer Asset Management LLC 0.09% Add +77.5% 20,664 $1.1M
Waldron Private Wealth LLC 0.04% Add +46.0% 20,621 $1.1M
Cherry Creek Investment Advisors, Inc. 0.48% Reduce -0.5% 20,595 $1.1M
Net Worth Advisory Group 0.23% Add +129.3% 20,588 $1.1M
Harbor Advisory Corp. 0.34% No change 20,577 $1.1M
Parisi Gray Wealth Management 0.26% Add +0.2% 20,576 $1.1M
Bryn Mawr Trust Advisors, LLC 0.05% Add +9.1% 20,573 $1.1M
Horizon Kinetics Asset Management LLC 0.02% Reduce -18.9% 20,560 $1.1M
LBMC Investment Advisors, LLC 0.07% Reduce -9.8% 20,557 $1.1M
Impax Asset Management Group plc 0.01% No change 20,517 $1.1M
Cary Street Partners Investment Advisory LLC 0.30% Add +4.7% 20,458 $1.1M
Operose Advisors LLC 0.26% Add +0.9% 20,409 $1.1M
Wendell David Associates Inc. 0.11% No change 20,385 $1.1M
Bell Bank 0.05% Add +3.8% 20,365 $1.1M
Natural Investments, LLC 0.28% Add +9.3% 20,306 $1.1M
Heritage Wealth Management, Inc. 0.31% Reduce -2.4% 20,291 $1.1M
FourThought Financial Partners, LLC 0.09% Add +1.1% 20,285 $1.1M
Aire Advisors, LLC 0.20% Reduce -56.8% 20,271 $1.1M
Kanawha Capital Management LLC 0.08% Reduce -0.1% 20,270 $1.1M
Crew Capital Management, Ltd 0.70% No change 20,252 $1.1M
Snider Financial Group 0.30% Reduce -14.8% 20,232 $1.1M
WealthShield Partners, LLC 0.12% Add +26.2% 20,209 $1.1M
Future Fund LLC 0.35% Reduce -12.0% 20,168 $1.1M
Stokes Family Office, LLC 0.10% Add +76.8% 20,156 $1.1M
2UniFi Bank 0.53% Add +4.1% 20,151 $1.1M
Clark Wealth Partners 0.67% No change 20,132 $1.1M
Canandaigua National Trust Co of Florida 0.69% Add +0.3% 20,103 $1.1M
Rexford Capital Inc. 0.84% Reduce -1.8% 20,059 $1.1M
Potomac Capital Management, Inc. 0.92% — 20,000 $1.1M
Chelsea Counsel Co. 0.47% No change 20,000 $1.1M
MSA Advisors, LLC 0.28% No change 20,000 $1.1M
Parkside Investments, LLC 0.14% Add +11.1% 20,000 $1.1M
McCarter Private Wealth Services LLC 0.49% Add +4.2% 19,976 $1.1M
Childress Capital Advisors, LLC 0.18% Add +10.8% 19,943 $1.1M
Orion Capital Management LLC 0.37% Reduce -2.0% 19,934 $1.1M
Heritage Wealth Advisors 0.04% Add +2.5% 19,920 $1.1M
AdvisorNet Financial, Inc 0.06% Add +2.2% 19,912 $1.1M
JFS Wealth Advisors, LLC 0.06% Reduce -14.5% 19,911 $1.1M
Circle Wealth Management, LLC 0.02% Add +2.6% 19,881 $1.1M
Evolution Wealth Advisors, LLC 0.11% No change 2,087 $1.1M
Continuum Advisory, LLC 0.11% Reduce -4.0% 19,854 $1.1M
Asahi Life Asset Management Co., LTD. 0.61% Add +0.9% 19,847 $1.1M
Kavar Capital Partners Group, LLC 0.15% Add +0.5% 19,826 $1.1M
Councilmark Asset Management, LLC 0.61% Reduce -3.5% 19,814 $1.1M
Cowa, LLC 0.33% Reduce -2.9% 19,798 $1.1M
Tannin Capital LLC 0.97% — 19,778 $1.1M
YHB Investment Advisors, Inc. 0.08% Reduce -3.8% 19,777 $1.1M
Jmac Enterprises LLC 0.21% Add +0.0% 19,746 $1.1M
Martingale Asset Management L P 0.03% New 19,744 $1.1M
Addison Advisors LLC 0.24% Add +0.3% 19,740 $1.1M
CYBER HORNET ETFs LLC 0.65% Add +4.7% 19,686 $1.1M
Edge Wealth Management LLC 0.19% Reduce -10.9% 19,674 $1.1M
Crewe Advisors LLC 0.10% Add +0.8% 19,657 $1.1M
Beam Wealth Advisors, Inc. 0.30% Reduce -3.4% 19,655 $1.1M
Triad Wealth Partners, LLC 0.10% Add +54.0% 19,646 $1.1M
Emprise Bank 0.45% Reduce -5.6% 19,635 $1.1M
Everpar Advisors LLC 0.40% Add +12.1% 19,596 $1.1M
Stonebrook Private Inc. 0.23% Add +1.9% 19,576 $1.1M
Steele Capital Management, Inc. 0.05% Add +1.7% 19,529 $1.1M
Stableford Capital II LLC 0.39% Reduce -2.7% 19,513 $1.1M
Kearns & Associates LLC 0.55% No change 19,500 $1.1M
Meriwether Wealth & Planning, LLC 0.60% Reduce -3.0% 19,471 $1.1M
Opinicus Capital, Inc. 0.74% Reduce -0.1% 19,419 $1.1M
Whitener Capital Management, Inc. 0.24% Reduce -0.3% 19,385 $1.1M
Valmark Advisers, Inc. 0.01% Reduce -3.8% 19,329 $1.1M
Facet Wealth, Inc. 0.02% Add +27.6% 20,517 $1.1M
Anchyra Partners LLC 0.33% — 19,306 $1.1M
Denali Advisors LLC 0.12% Reduce -2.0% 19,300 $1.1M
QV Investors Inc. 0.09% Reduce -7.3% 19,200 $1.1M
Gilbert & Cook, Inc. 0.13% Add +15.7% 19,183 $1.1M
EntryPoint Capital, LLC 0.41% Reduce -18.4% 19,150 $1.1M
Mendel Money Management 0.44% Reduce -10.2% 19,135 $1.1M
First Command Advisory Services, Inc. 0.01% Add +6.0% 19,105 $1.1M
X-Square Capital, LLC 0.34% Add +0.4% 19,095 $1.1M
Driehaus Capital Management LLC 0.01% Add +2.8% 19,076 $1.0M
Finivi Inc. 0.61% Reduce -0.4% 19,075 $1.0M
Dorato Capital Management 0.79% — 19,957 $1.0M
Lantz Financial LLC 0.22% Add +1.6% 19,032 $1.0M
Jordan Park Group LLC 0.06% No change 19,000 $1.0M
Zhang Financial LLC 0.04% No change 18,991 $1.0M
Severin Investments, LLC 0.92% Reduce -9.1% 18,976 $1.0M
Abacus Wealth Partners, LLC 0.10% New 18,974 $1.0M
Basecamp Wealth Advisors LLC 0.22% — 18,884 $1.0M
Klingman & Associates, LLC 0.05% Add +7.0% 18,872 $1.0M
Key Financial Inc 0.19% Reduce -0.5% 18,861 $1.0M
Optas, LLC 0.16% Add +10.1% 18,790 $1.0M
Calton & Associates, Inc. 0.15% New 18,779 $1.0M
SkyView Investment Advisors, LLC 0.13% Reduce -2.9% 18,764 $1.0M
Baker Tilly Wealth Management, LLC 0.25% Add +2.0% 18,689 $1.0M
Cottage Street Advisors LLC 0.43% Add +0.8% 18,687 $1.0M
Southern Financial Group, LLC 0.29% — 18,665 $1.0M
Mason & Associates Inc 0.19% Add +9.7% 18,644 $1.0M
Crux Wealth Advisors 0.38% Reduce -0.4% 18,644 $1.0M
Barrett & Company, Inc. 0.34% Reduce -11.8% 18,644 $1.0M
Spinnaker Trust 0.05% Add +23.4% 18,641 $1.0M
Pine Valley Investments Ltd Liability Co 0.05% Reduce -1.6% 18,624 $1.0M
Confluence Wealth Services, Inc. 0.04% No change 18,623 $1.0M
Signal Advisors Wealth, LLC 0.08% Add +46.6% 18,616 $1.0M
Columbia Asset Management 0.18% Reduce -1.9% 18,583 $1.0M
Marin Bay Wealth Advisors, LLC 0.58% — 18,547 $1.0M
Par Capital Management Inc. 0.03% Add +1.6% 18,500 $1.0M
Cypress Asset Management Inc. 0.22% No change 18,492 $1.0M
Burkett Financial Services, LLC 0.35% Reduce -0.1% 18,491 $1.0M
Baldwin Investment Management, LLC 0.11% Reduce -5.2% 18,475 $1.0M
PFW Advisors LLC 0.31% Reduce -12.4% 18,450 $1.0M
Mechanics Financial Corp 0.37% Add +1.7% 18,448 $1.0M
Garrison Point Advisors, LLC 0.45% Reduce -2.6% 18,444 $1.0M
Kickstand Ventures, Llc. 0.21% Add +1.4% 18,400 $1.0M
Thompson David Blair 0.58% — 18,360 $1.0M
China Universal Asset Management Co., Ltd. 0.08% Add +0.5% 18,346 $1.0M
Bennett Selby Investments LP 0.32% Add +6.4% 18,345 $1.0M
Westhampton Capital, LLC 0.48% Reduce -0.5% 18,327 $1.0M
Prentice Wealth Management LLC 0.23% Add +2.2% 18,327 $1.0M
BLB&B Advisors, LLC 0.04% Add +7.9% 18,303 $1.0M
Manchester Capital Management LLC 0.14% Add +19.4% 18,303 $1.0M
Apella Capital, LLC 0.02% Add +11.8% 18,282 $1.0M
JNBA Financial Advisors 0.09% Reduce -1.1% 18,269 $1.0M
First Interstate Bank 0.05% Reduce -0.7% 18,248 $1.0M
Zuckerman Investment Group, LLC 0.09% Reduce -39.7% 18,229 $1.0M
MIdWestOne Financial Group, Inc. 0.11% Reduce -11.4% 18,207 $1.0M
KTF Investments, LLC 0.16% — 18,151 $998K
Monograph Wealth Advisors, LLC 0.10% No change 18,130 $997K
Relyea Zuckerberg Hanson LLC 0.10% Add +3.1% 18,121 $997K
Accel Wealth Management 0.27% Add +17.2% 18,015 $991K
Allegheny Financial Group 0.15% Add +1.0% 18,005 $990K
LVM Capital Management Ltd. 0.09% No change 17,993 $990K
Auxano Advisors, LLC 0.20% Add +0.1% 17,996 $990K
Terril Brothers, Inc. 0.26% Reduce -0.3% 17,980 $989K
Centennial Bank 0.39% Reduce -0.1% 17,911 $985K
Sentry Investment Management LLC 0.65% No change 17,907 $985K
Trek Financial, LLC 0.06% Add +15.8% 17,879 $983K
Advisortrust Partners, LLC 0.43% — 17,810 $980K
MeadowBrook Investment Advisors LLC 0.85% Reduce -2.2% 17,797 $979K
Creative Financial Designs Inc. 0.06% Reduce -4.5% 17,793 $979K
Renasant Bank 0.66% Reduce -14.3% 17,773 $978K
Aspire Private Capital, LLC 0.22% Reduce -3.5% 17,737 $976K
Evelyn Partners Asset Management Ltd 0.23% Reduce -5.4% 17,711 $974K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.25% Add +5.0% 17,700 $974K
Worth Financial Advisory Group, LLC 0.47% Add +4.1% 17,693 $973K
Wescott Financial Advisory Group, LLC 0.08% Add +13.6% 17,647 $971K
Firethorn Wealth Partners, LLC 0.36% Reduce -0.3% 17,589 $967K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.12% Reduce -9.8% 17,580 $967K
Muirfield Wealth Advisors LLC 0.71% Reduce -3.5% 17,576 $967K
Spring Capital Management, LLC 0.49% Reduce -2.4% 17,571 $966K
RMR Wealth Builders 0.08% Add +4.8% 17,543 $965K
Platform Technology Partners 0.21% Reduce -8.3% 17,535 $964K
Journey Advisory Group, LLC 0.08% Add +0.8% 17,469 $960K
Grandview Asset Management LLC 0.26% Reduce -0.9% 17,437 $959K
Waterfront Wealth Inc. 0.18% Reduce -2.0% 18,338 $958K
Ledgewood Wealth Advisors, LLC 0.55% No change 17,414 $958K
Atom Investors LP 0.08% Add +29.9% 17,374 $956K
Wealth Enhancement Trust Services, Inc. 0.12% — 17,360 $955K
MSH Capital Advisors LLC 0.20% Add +3.4% 17,354 $954K
Themes Management Co LLC 0.76% — 17,343 $954K
AGH Wealth Advisors, LLC 0.72% Reduce -12.2% 17,309 $952K
Elyxium Wealth, LLC 0.26% Add +1.3% 17,256 $949K
Cascades Capital Asset Management, LLC 0.40% Reduce -3.8% 17,238 $948K
OneAscent Wealth Management LLC 0.32% Reduce -2.1% 17,231 $948K
Advus Financial Partners, LLC 0.23% Reduce -6.9% 17,223 $947K
Piedmont Capital Management, LLC 0.62% — 17,219 $947K
Acropolis Investment Management, LLC 0.04% Reduce -10.4% 17,205 $946K
Sittner & Nelson, LLC 0.33% Add +0.8% 16,730 $946K
SHP Wealth Management 0.07% — 17,195 $946K
Westover Capital Advisors, LLC 0.17% Reduce -0.4% 17,188 $945K
180 Wealth Advisors, LLC 0.11% Add +2.8% 17,178 $945K
New Wave Wealth Advisors LLC 0.34% Add +3.0% 17,145 $943K
Carl P. Sherr & Co., LLC 0.42% Reduce -1.4% 17,667 $940K
RDA Financial Network 0.23% Add +1.5% 17,055 $938K
Alessandra Capital Management, LLC 0.83% — 17,000 $935K
Lathrop Investment Management Co. 0.17% Reduce -0.3% 17,006 $935K
Chicago Capital, LLC 0.02% Reduce -1.7% 16,968 $933K
Athena Wealth Management, LLC 0.91% — 16,964 $933K
Clear Investment Research, LLC 1.55% Reduce -1.5% 16,954 $932K
LongView Wealth Management 0.22% Add +55.1% 16,868 $931K
Hall Capital Management Co. Inc. 0.36% Reduce -4.9% 16,903 $930K
MV Capital Management, Inc. 0.09% Add +8.4% 16,892 $929K
Deroy & Devereaux Private Investment Counsel Inc. 0.05% No change 16,880 $928K
One Wealth Advisors, LLC 0.11% No change 16,866 $928K
Van Cleef Asset Management,Inc 0.09% Add +2.4% 16,860 $927K
Westerkirk Capital Inc. 0.09% New 16,860 $927K
Caerus Investment Advisors, LLC 0.31% Add +11.0% 16,826 $925K
Cannell & Spears LLC 0.02% Reduce -0.7% 16,788 $923K
DF Dent & Co. Inc. 0.01% Reduce -81.8% 16,745 $921K
JGP Wealth Management, LLC 0.10% Add +10.6% 16,731 $920K
Analyst IMS Investment Management Services Ltd. 0.03% Reduce -39.1% 16,639 $915K
Elevated Capital Advisors, LLC 0.21% Add +26.1% 16,551 $910K
Headland Capital, LLC 0.25% Add +0.0% 16,528 $909K
Brasada Capital Management, LP 0.16% Add +26.9% 16,500 $908K
Staley Capital Advisers Inc. 0.04% No change 16,500 $908K
Thrive Capital Management, LLC 0.20% Add +14.1% 16,473 $906K
BCS Wealth Management 0.09% Add +119.1% 16,452 $905K
Hager Investment Management Services, LLC 0.49% Reduce -6.8% 16,396 $902K
Maven Securities LTD 0.11% Reduce -37.0% 16,391 $901K
Proffitt & Goodson Inc. 0.13% Reduce -21.2% 16,381 $901K
TBH Global Asset Management, LLC 0.15% Add +35.4% 14,202 $901K
Finer Wealth Management, Inc. 0.44% Reduce -5.0% 16,353 $899K
Delta Asset Management LLC 0.08% Reduce -0.2% 16,349 $899K
Fca Corp. 0.25% No change 16,328 $898K
Silvia McColl Wealth Management, LLC 0.60% No change 16,317 $897K
Forza Wealth Management, LLC 0.32% No change 16,261 $894K
Richard P Slaughter Associates Inc 0.19% Reduce -0.5% 16,257 $894K
AIMZ Investment Advisors, LLC 0.26% Reduce -7.9% 16,244 $893K
Warburton Capital Management, LLC 0.50% Add +1.8% 16,239 $893K
Bedel Financial Consulting, Inc. 0.10% Add +16.8% 16,204 $891K
Tranquility Partners, LLC 0.32% Reduce -8.7% 16,160 $889K
Intrua Financial, LLC 0.10% Reduce -0.8% 16,096 $885K
Strategic Family Wealth Counselors, L.L.C. 0.20% Add +112.2% 16,974 $884K
CKW Financial Group 0.10% Reduce -0.7% 16,078 $884K
QTR Family Wealth, LLC 0.39% Add +3.0% 15,946 $883K
Pinion Investment Advisors, LLC 0.22% Add +124.4% 16,025 $881K
Pacific Point Advisors, LLC 0.47% No change 16,023 $881K
C2C Wealth Management, LLC 0.74% Add +0.3% 16,011 $881K
Austin Private Wealth, LLC 0.07% Reduce -1.8% 16,009 $881K
Thryve Wealth Management LLC 0.44% — 16,007 $880K
Capital Management Associates 1.29% New 16,000 $880K
Victory Financial Group, LLC 0.11% Add +58.5% 15,991 $880K
Zullo Investment Group, Inc. 0.32% Reduce -2.4% 15,905 $875K
Storgate, LLC 0.72% — 15,903 $875K
Benedict Financial Advisors Inc. 0.18% Reduce -0.2% 15,892 $874K
McIlrath & Eck, LLC 0.08% Add +4.8% 15,890 $874K
TCV Trust & Wealth Management, Inc. 0.07% Add +26.7% 15,879 $873K
Summit Financial Wealth Advisors, LLC 0.12% Add +1.4% 15,869 $873K
General Partner, Inc. 0.49% Add +45.1% 15,866 $873K
Pointe Capital Management LLC 0.43% Reduce -9.4% 15,852 $872K
Great Diamond Partners, LLC 0.17% Add +0.3% 15,815 $870K
Old Port Advisors 0.21% Add +0.1% 15,799 $869K
Towne Trust Company, N.A 0.27% Add +1.6% 15,786 $868K
Howard Capital Management Group, LLC 0.05% No change 15,746 $866K
Private Wealth Advisors, LLC 0.31% Add +0.1% 15,738 $866K
Benchmark Financial Wealth Advisors, LLC 0.25% Reduce -27.2% 15,726 $865K
Lakeshore Capital Group, Inc. 0.69% Add +2.2% 15,716 $864K
Providence First Trust Co 0.30% New 15,684 $863K
AA Financial Advisors, LLC 0.16% Add +14.6% 15,665 $862K
TAGStone Capital, Inc. 0.32% Add +0.3% 15,643 $860K
Knollwood Investment Advisory, LLC 0.08% No change 15,638 $860K
New Hampshire Trust 0.17% Add +6.6% 15,637 $860K
Blossom Wealth Management 1.42% Add +2.5% 15,633 $860K
Drucker Wealth 3.0, LLC 0.15% Add +17.8% 15,630 $860K
Coign Capital Advisors LLC 0.45% Add +1.8% 15,629 $860K
Gerber Kawasaki Wealth & Investment Management 0.03% Add +4.5% 15,599 $858K
Sky Investment Group LLC 0.14% Reduce -0.4% 15,588 $857K
Virtue Capital Management, LLC 0.13% Reduce -69.5% 15,277 $855K
Kestra Investment Management, LLC 0.02% Add +11.0% 15,521 $854K
HHM Wealth Advisors, LLC 0.10% Reduce -9.8% 15,456 $850K
Sunpointe, LLC 0.28% Add +9.2% 15,409 $847K
Boreal Capital Management LLC 0.78% No change 15,393 $847K
Frisch Financial Group, Inc. 0.19% Add +3.6% 15,372 $845K
Rachor Investment Advisory Services, LLC 0.45% — 15,371 $845K
M3 Advisory Group, LLC 0.52% Add +0.9% 15,365 $845K
Deseret Mutual Benefit Administrators 0.36% Reduce -2.3% 15,344 $844K
Summitry LLC 0.04% Reduce -72.4% 15,299 $841K
Unique Wealth Strategies, LLC 0.33% Add +0.6% 15,298 $841K
Summit Wealth & Retirement Planning, Inc. 0.20% Reduce -1.6% 15,292 $841K
Cambient Family Office, LLC 0.12% — 15,291 $841K
Doliver Advisors, LP 0.21% Add +20.9% 15,276 $840K
Crews Bank & Trust 0.12% Reduce -6.8% 15,260 $839K
Maia Wealth LLC 0.14% Add +1.6% 15,964 $838K
Patron Partners, LLC 0.37% Add +2.8% 15,231 $838K
Guardian Partners Inc. 0.07% Add +7.9% 15,164 $837K
Benin Management CORP 0.19% Add +0.9% 15,207 $836K
Enterprise Financial Services Corp 0.42% Add +0.6% 15,197 $836K
Colonial Trust Co / SC 0.11% Add +0.4% 15,191 $836K
S Harris Financial Group, LLC 0.80% — 15,171 $834K
Gifford Fong Associates 0.17% No change 15,147 $833K
Outlook Wealth Advisors, LLC 0.19% Add +12.1% 15,135 $832K
Tompkins Financial Corp. 0.06% No change 15,124 $832K
Castle Rock Wealth Management, LLC 0.18% Add +0.9% 15,383 $831K
Retirement Planning Group, LLC 0.03% Add +5.7% 15,115 $831K
Bank of Stockton 0.24% Reduce -3.2% 15,078 $829K
CFO4Life Group, LLC 0.12% Reduce -8.3% 15,054 $828K
Shoker Investment Counsel, Inc. 0.24% Reduce -0.5% 15,046 $828K
TRUE Private Wealth Advisors 0.08% Reduce -8.1% 15,043 $827K
Altiora Financial Group, LLC 0.14% No change 15,010 $826K
Fiduciary Financial Group, LLC 0.12% Add +5.0% 15,003 $825K
Fortitude Advisory Group L.L.C. 0.35% Reduce -0.7% 14,955 $823K
Midland Wealth Advisors, LLC 0.04% Reduce -24.4% 14,939 $822K
Hedges Asset Management LLC 0.58% Reduce -0.7% 14,900 $820K
Ak Global Asset Management, LLC 0.72% — 14,883 $819K
Southeast Asset Advisors, LLC 0.08% Reduce -0.7% 14,876 $818K
Johnson Financial Group, Inc. 0.03% Add +2.3% 14,830 $816K
Leslie Global Wealth, LLC 0.37% Add +0.8% 14,815 $815K
Carlson Capital, L.P. 0.39% Reduce -13.9% 14,800 $814K
Allen Mooney & Barnes Investment Advisors LLC 0.12% Add +8.8% 14,756 $812K
Prelude Capital Management, LLC 0.06% Add +190.8% 14,718 $809K
ORG Partners LLC 0.14% Add +5.7% 14,710 $809K
Argent Advisors, Inc. 0.23% Reduce -3.5% 14,687 $808K
Eagle Harbor Asset Management Inc. 0.67% No change 14,674 $807K
Founders Grove Wealth Partners, LLC 0.18% Add +21.0% 14,600 $803K
Trust Co. of Toledo NA 0.08% Reduce -3.3% 14,565 $801K
Berger Financial Group, Inc 0.05% Reduce -0.1% 14,530 $799K
Magnolia Capital Advisors LLC 0.17% Add +0.6% 14,513 $798K
Marshall Financial Group, LLC 0.15% Reduce -25.3% 14,470 $796K
First Heartland Consultants, Inc. 0.06% Add +0.5% 14,463 $795K
Alexander Labrunerie & Co., Inc. 0.29% Add +0.2% 14,429 $794K
Petix & Botte Co 0.18% Add +0.5% 14,406 $792K
Blake Schutter Theil Wealth Advisors, LLC 0.65% Add +3.9% 14,399 $792K
Alan B Lancz & Associates, Inc. 0.69% No change 14,378 $791K
McAdam, LLC 0.04% Add +13.4% 14,363 $790K
Alliance Wealth Advisors, LLC 0.38% Reduce -0.2% 14,348 $789K
Foster & Motley Inc. 0.04% Reduce -25.4% 14,337 $789K
Spartan Planning & Wealth Management 0.58% Add +15.7% 14,321 $788K
William B. Walkup & Associates, Inc. 0.43% Add +2.1% 14,315 $787K
Crawford Investment Counsel Inc. 0.01% Add +4.7% 14,293 $786K
WoodTrust Financial Corp 0.09% No change 14,292 $786K
JB Capital LLC 0.03% Add +2.0% 14,284 $786K
Defined Wealth Management, LLC 0.45% Add +2.0% 14,269 $785K
Stone Summit Wealth LLC 0.21% Reduce -0.7% 14,250 $784K
Directional Asset Management 0.69% — 14,234 $783K
Paladin Wealth, LLC 0.53% Reduce -5.8% 14,200 $781K
SlateStone Wealth, LLC 0.07% Add +2.1% 14,151 $778K
Whalen Wealth Management Inc. 0.42% New 14,109 $776K
City State Bank 0.21% Reduce -0.7% 14,106 $776K
SBI Okasan Asset Management Co.Ltd. 0.04% — 14,000 $775K
Family Manage LLC 0.10% Add +52.8% 14,037 $772K
Bay Rivers Group 0.31% Add +1.8% 13,986 $769K
Financial Management Network Inc. 0.12% Reduce -1.1% 13,747 $769K
Leo Wealth, LLC 0.06% Add +73.0% 14,043 $769K
Revolve Wealth Partners, LLC 0.09% Reduce -5.3% 13,952 $767K
Ranch Capital Advisors Inc. 0.28% Add +34.7% 13,932 $766K
KMG Fiduciary Partners, LLC 0.05% Add +0.5% 13,923 $766K
First Citizens Financial Corp 0.38% Reduce -13.4% 13,916 $765K
Keebeck Wealth Management 0.09% Add +10.9% 13,851 $762K
Ascent Wealth Partners, LLC 0.09% Reduce -5.4% 13,841 $761K
Lawood & Co. 0.72% — 13,827 $760K
Tiemann Investment Advisors, LLC 0.30% Reduce -6.8% 13,825 $760K
Strategic Wealth Partners, Ltd. 0.05% Reduce -0.3% 13,817 $760K
Rice Partnership, LLC 0.10% Add +72.2% 13,807 $759K
Citizens National Bank Trust Department 0.13% No change 13,769 $757K
Cerro Pacific Wealth Advisors LLC 0.20% Add +0.1% 13,723 $755K
Guyasuta Investment Advisors Inc. 0.04% Reduce -12.7% 13,706 $754K
Three Bearings Fiduciary Advisors, Inc. 0.70% — 14,130 $752K
Warm Springs Advisors Inc. 0.58% Reduce -10.7% 13,624 $749K
Fi3 FINANCIAL ADVISORS, LLC 0.23% Add +35.2% 13,592 $748K
Parkshore Wealth Management, Inc. 0.28% Add +0.5% 13,578 $747K
TCI Wealth Advisors, Inc. 0.04% Add +24.9% 13,556 $746K
Eurizon SLJ Capital Ltd 0.29% — 13,514 $743K
BNP Paribas 0.02% Add +48.4% 13,485 $742K
Caliber Wealth Management, LLC / KS 0.08% Reduce -9.7% 13,460 $740K
Marino, Stram & Associates LLC 0.13% Reduce -7.3% 13,436 $739K
Opal Wealth Advisors, LLC 0.19% Reduce -5.2% 13,428 $739K
Intrinsic Value Partners, LLC 0.55% Reduce -1.5% 13,427 $738K
Cape Investment Advisory, Inc. 0.23% Add +110.6% 13,414 $738K
Greenline Partners, LLC 0.08% Add +25.3% 13,380 $736K
Cladis Investment Advisory, LLC 0.40% Reduce -1.5% 13,378 $736K
PCG Asset Management, LLC 0.59% Reduce -5.8% 13,130 $735K
Garde Capital, Inc. 0.04% Reduce -1.3% 13,366 $735K
Syverson Strege & Co 0.17% Reduce -4.5% 13,353 $734K
Tyche Wealth Partners LLC 0.12% Reduce -0.1% 13,352 $734K
Balefire, LLC 0.14% Add +22.0% 13,351 $734K
Pension & Wealth Management Advisors, Inc. 0.22% New 13,350 $734K
Fiera Capital Corp 0.00% Add +42.8% 13,349 $734K
Sherbrooke Park Advisers LLC 1.90% Add +18.2% 13,344 $734K
Millstone Evans Group, LLC 0.43% Add +8.3% 13,337 $734K
Trilogy Capital Inc. 0.03% Add +4.5% 13,334 $733K
Brandywine Trust Co. 0.13% No change 13,326 $733K
Canvas Wealth Advisors, LLC 0.12% Reduce -3.9% 13,315 $732K
Bingham Private Wealth, LLC 0.63% — 13,315 $732K
Aristotle Capital Management, LLC 0.00% No change 13,300 $732K
WealthCare Investment Partners, LLC 0.21% Add +0.5% 13,066 $731K
Richard W. Paul & Associates, LLC 0.24% Reduce -4.9% 13,279 $730K
Cheviot Value Management, LLC 0.07% Reduce -0.1% 14,078 $729K
Signature Estate & Investment Advisors LLC 0.01% Reduce -6.9% 13,255 $729K
Investment Research Partners LLC 0.31% Add +1.5% 13,248 $729K
William John Sempolinski 0.36% — 13,217 $727K
Menard Financial Group LLC 0.50% Reduce -1.1% 13,210 $727K
Buttonwood Financial Advisors Inc. 0.24% Reduce -2.2% 13,184 $725K
Fieldview Capital Management, LLC 0.12% New 13,143 $723K
Albion Financial Group 0.04% Add +0.8% 13,131 $722K
Traphagen Investment Advisors LLC 0.06% Reduce -1.9% 13,125 $722K
Hanover Advisors Inc. 0.28% No change 13,088 $720K
Investors Research Corp 0.13% Reduce -3.7% 13,088 $720K
Smith, Moore & Co. 0.05% Reduce -4.5% 13,073 $719K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -6.3% 13,073 $719K
Vance Wealth, LLC 0.21% Add +0.1% 13,058 $718K
Hilltop National Bank 0.17% Reduce -0.6% 13,056 $718K
Navis Wealth Advisors, LLC 0.30% Add +2.0% 13,015 $716K
Adirondack Trust Co. 0.23% Reduce -0.3% 12,965 $713K
Headinvest, LLC 0.14% Reduce -12.7% 12,942 $712K
Silver Lake Advisory, LLC 0.28% Add +0.5% 12,899 $709K
Quantum Financial Advisors, LLC 0.08% Add +53.7% 12,883 $709K
Towercrest Capital Management 0.11% No change 12,875 $708K
Front Street Capital Management, Inc. 0.10% Add +8.1% 12,879 $708K
Riversedge Advisors, LLC 0.11% Add +3.3% 12,854 $707K
Altshuler Shaham Ltd 0.01% Reduce -66.1% 12,850 $707K
Gallagher Fiduciary Advisors, LLC 0.02% Add +4.8% 12,847 $707K
Regatta Capital Group, LLC 0.11% Reduce -0.9% 12,815 $705K
Ergawealth Advisors, Inc. 0.32% No change 12,800 $704K
Greenspring Advisors, LLC 0.04% New 12,788 $703K
Atwood & Palmer Inc. 0.04% Reduce -5.7% 12,761 $702K
S.A. Mason LLC 0.28% Reduce -0.3% 12,742 $701K
Cromwell Holdings LLC 0.38% No change 12,730 $700K
Capula Management Ltd 0.00% Reduce -79.8% 12,688 $698K
Aberdeen Wealth Management LLC 0.32% Add +0.7% 12,643 $695K
Regent Peak Wealth Advisors LLC 0.14% Add +4.5% 12,608 $693K
Essex Bank 0.15% Add +6.2% 12,593 $693K
Root Financial Partners, LLC 0.04% Add +1.9% 12,585 $692K
Lewis Asset Management, LLC 0.28% Reduce -1.9% 12,577 $692K
Autumn Glory Partners, LLC 0.24% Reduce -3.0% 12,558 $691K
CM Wealth Advisors LLC 0.16% New 12,548 $690K
ABLE Financial Group, LLC 0.14% Add +8.1% 12,545 $690K
Montis Financial, LLC 0.14% Add +16.3% 12,529 $689K
AlphaGrep UK Ltd 0.23% — 12,527 $689K
Destination Wealth Management 0.02% Reduce -9.8% 12,516 $688K
Lantern Wealth Advisors, LLC 0.37% Add +1.1% 12,514 $688K
United Community Bank 0.26% Reduce -13.6% 12,471 $686K
Keystone Financial Services 0.21% Reduce -1.1% 12,456 $685K
Rise Advisors, LLC 0.24% Reduce -1.3% 12,427 $683K
Hudock, Inc. 0.10% Add +0.7% 12,418 $683K
Marble Harbor Investment Counsel, LLC 0.07% Reduce -5.3% 12,400 $682K
PFC Capital Group, Inc. 0.28% Reduce -11.9% 12,403 $682K
Baron Wealth Management LLC 0.21% Add +7.2% 12,393 $682K
Old North State Trust, LLC 0.40% Reduce -4.8% 12,377 $681K
Wealth Dimensions Group, Ltd. 0.14% Reduce -11.9% 12,381 $681K
Altus Wealth Group LLC 0.27% Reduce -0.2% 12,312 $677K
Farmers Trust Co. 0.11% Reduce -5.8% 12,310 $677K
Resurgent Financial Advisors LLC 0.34% Add +163.4% 12,309 $677K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.15% Add +5.6% 12,306 $677K
Lakeshore Financial Planning, Inc. 0.24% Add +0.9% 12,305 $677K
Pacific Sun Financial Corp 0.32% Reduce -2.1% 12,261 $674K
Prosperity Bancshares Inc 0.61% — 12,237 $673K
Investor's Fiduciary Advisor Network, LLC 0.14% Add +19.9% 12,252 $673K
GenTrust, LLC 0.03% Add +7.9% 12,232 $673K
Brookwood Investment Group LLC 0.08% Reduce -4.3% 12,205 $671K
M.E. Allison & Co., Inc. 0.46% Add +0.1% 12,204 $671K
Pursue Wealth Partners LLC 0.33% Reduce -35.9% 12,205 $671K
Vantus Wealth LLC 0.49% — 12,166 $669K
Acorn Financial Advisory Services Inc. 0.10% Add +8.2% 12,140 $668K
Semus Wealth Partners LLC 0.36% Reduce -1.6% 12,136 $668K
Sawgrass Asset Management LLC 0.08% No change 12,136 $667K
Essex LLC 0.12% Add +29.4% 12,133 $667K
Trust Co. of Oklahoma 0.19% New 12,104 $666K
Clearview Wealth Advisors LLC 0.42% Reduce -5.7% 12,093 $665K
Financial Management Professionals, Inc. 0.07% Add +6.4% 12,062 $663K
Kingstone Capital Partners Texas, LLC 0.39% Add +0.8% 12,034 $662K
Sigma Investment Counselors Inc. 0.03% Add +0.3% 12,007 $660K
May Hill Capital, LLC 0.18% Add +4.9% 12,001 $660K
Lederer & Associates Investment Counsel 0.44% No change 12,000 $660K
Financial Life Planners 0.47% Reduce -0.7% 11,997 $660K
44 Wealth Management LLC 0.22% Add +27.5% 11,987 $659K
Sunflower Bank, N.A. 0.17% Add +0.1% 11,986 $659K
Harvey Investment Co. LLC 0.07% No change 11,980 $659K
Seeds Investor LLC 0.13% Add +14.4% 11,963 $658K
Schrum Private Wealth Management LLC 0.49% Add +0.1% 11,946 $657K
Red Door Wealth Management, LLC 0.07% Add +0.3% 11,939 $657K
Mine & Arao Wealth Creation & Management, LLC. 0.26% Add +0.1% 11,924 $656K
Trust Co of the South 0.11% Reduce -4.2% 11,916 $655K
Vista Capital Partners, Inc. 0.06% Reduce -10.6% 11,916 $655K
Second Line Capital, LLC 0.13% Add +0.1% 11,906 $655K
Centurion Wealth Management LLC 0.14% Add +0.3% 11,896 $654K
Thrive Wealth Management, LLC 0.10% Reduce -1.1% 11,878 $653K
Warwick Investment Management, Inc. 0.10% Add +0.9% 11,864 $653K
Bank & Trust Co 0.46% No change 11,853 $652K
Gould Asset Management LLC 0.12% Add +25.0% 11,849 $652K
Kelly Lawrence W & Associates Inc. 0.16% No change 11,846 $652K
Jackson Square Capital, LLC 0.13% Add +82.7% 11,832 $651K
Onyx Bridge Wealth Group LLC 0.07% Add +0.1% 11,824 $650K
Morton Brown Family Wealth, LLC 0.18% Reduce -1.6% 11,818 $650K
Cogent Private Wealth, Inc. 0.49% — 11,801 $649K
Cim Investment Management Inc. 0.17% No change 11,801 $649K
Tradition Wealth Management, LLC 0.05% Add +0.8% 11,779 $648K
COFG Advisors, LLC 0.16% — 11,754 $646K
MRP Capital Investments, LLC 0.54% No change 11,750 $646K
LMG Wealth Partners, LLC 0.12% Add +1.1% 11,739 $646K
TCFG Wealth Management, LLC 0.25% Add +28.5% 11,739 $646K
Five Oceans Advisors 0.23% Add +0.2% 11,715 $644K
IFG Advisors, LLC 0.11% Add +0.0% 11,705 $644K
Cordgrass Capital Advisors, LLC 0.15% No change 11,691 $643K
Founders Financial Securities LLC 0.04% Add +18.4% 11,667 $642K
Permanent Capital Management, LP 0.12% Reduce -7.4% 11,645 $640K
Ridgecrest Wealth Partners, LLC 0.35% Reduce -7.8% 11,639 $640K
Carrera Capital Advisors 0.11% Add +27.6% 11,602 $638K
McHugh Group, LLC 0.37% No change 11,590 $637K
Flagship Wealth Advisors, LLC 0.19% Reduce -1.6% 11,586 $637K
North Star Asset Management Inc. 0.03% Add +2.4% 11,582 $637K
Fulton Breakefield Broenniman LLC 0.04% Add +2.2% 11,573 $637K
Hazlett, Burt & Watson, Inc. 0.20% Add +0.0% 11,556 $636K
Banco BTG Pactual S.A. 0.11% Reduce -12.0% 11,542 $635K
Integrity Financial Corp 0.32% Reduce -17.3% 11,532 $634K
Tilson Financial Group, Inc. 0.20% Reduce -2.5% 11,530 $634K
Cypress Wealth Services, LLC 0.09% Add +17.3% 11,505 $633K
Pacific Sage Partners, LLC 0.10% No change 11,480 $631K
Bond & Devick Financial Network, Inc. 0.18% Add +0.4% 11,478 $631K
Flatrock Wealth Partners LLC 0.30% — 11,469 $631K
VeraBank, N.A. 0.11% No change 11,469 $631K
Adamsbrown Wealth Consultants LLC 0.18% Add +2.7% 11,453 $630K
Morton Capital Management LLC 0.10% Reduce -0.1% 11,426 $628K
Mezzasalma Advisors, LLC 0.15% Add +2.2% 11,229 $628K
Beese Fulmer Investment Management, Inc. 0.04% Add +15.3% 11,423 $628K
CVA Family Office, LLC 0.07% Add +24.0% 11,393 $627K
Twin Focus Capital Partners, LLC 0.07% Add +4.1% 11,383 $626K
Tandem Wealth Advisors LLC 0.28% Add +19.6% 11,371 $625K
Range Advisory, LLC 0.16% — 11,345 $624K
First Wilshire Securities Management Inc. 0.16% Reduce -0.5% 11,322 $623K
Oak Asset Management, LLC 0.21% No change 11,319 $623K
Planned Solutions, Inc. 0.20% Add +9.8% 11,319 $623K
Twin City Private Wealth, LLC 0.47% Add +3.7% 11,299 $621K
Berman McAleer LLC 0.08% Reduce -15.5% 11,282 $621K
Tradewinds Capital Management, LLC 0.13% Add +9.7% 11,266 $620K
Bay Capital Advisors, LLC 0.38% Add +1.4% 11,264 $620K
Oldfather Financial Services, LLC 0.18% Add +3.7% 11,231 $618K
Beta Wealth Group, Inc. 0.25% Reduce -10.4% 11,225 $617K
Wedge Capital Management L L P 0.01% Reduce -1.6% 11,220 $617K
Arcataur Capital Management LLC 0.18% Reduce -0.3% 11,194 $616K
Weik Capital Management 0.23% Reduce -2.2% 11,183 $615K
Jacobsen Capital Management 0.20% Add +1.9% 11,181 $615K
RD Lewis Holdings, Inc. 0.52% No change 11,289 $615K
Foster Group, Inc. 0.02% Add +5.8% 11,158 $614K
WJ Financial Advisors LLC 0.55% Add +17.0% 11,154 $613K
Fire Capital Management LLC 0.31% Reduce -0.6% 11,140 $613K
Cascade Financial Partners, LLC 0.06% No change 11,140 $613K
Foster Victor Wealth Advisors, LLC 0.04% Reduce -1.0% 11,547 $612K
Main Street Research LLC 0.04% Reduce -11.3% 11,118 $611K
Kentucky Trust Co 0.32% Reduce -0.6% 11,117 $611K
PVG Asset Management Corp. 1.29% Add +135.2% 11,065 $609K
Affinity Capital Advisors, LLC 0.08% Add +10.6% 11,032 $607K
Cozad Asset Management Inc. 0.05% Reduce -2.0% 11,029 $607K
Revisor Wealth Management LLC 0.16% Add +65.7% 11,349 $606K
Valley National Advisers Inc. 0.08% Add +1.1% 11,042 $606K
Ledyard National Bank 0.05% Add +0.6% 11,013 $606K
Beirne Wealth Consulting Services, LLC 0.18% Reduce -40.7% 10,993 $605K
Strategic Investment Advisors / MI 0.05% Add +6.2% 10,956 $603K
Wealth Advisors of Tampa Bay, LLC 0.21% Reduce -2.2% 10,950 $602K
Mowery & Schoenfeld Wealth Management, LLC 0.87% Add +5.5% 10,939 $602K
New Covenant Trust Company, N.A. 0.54% Reduce -1.8% 10,748 $601K
Edgemoor Investment Advisors, Inc. 0.05% Reduce -3.3% 10,931 $601K
Baltimore-Washington Financial Advisors, Inc. 0.03% Add +3.9% 10,930 $601K
Advocate Investing Services LLC 0.54% — 10,917 $600K
Mma Asset Management LLC 0.21% Add +5.9% 10,912 $600K
Fort Point Capital Partners LLC 0.07% Add +56.5% 11,405 $600K
Navellier & Associates Inc. 0.07% Reduce -39.3% 10,900 $600K
Impact Capital Partners LLC 0.18% Add +4.3% 10,895 $599K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Reduce -15.8% 10,884 $599K
InTrack Investment Management Inc 0.33% Reduce -5.0% 10,872 $598K
Beckerman Institutional, LLC 0.34% No change 10,866 $598K
Sara-Bay Financial 0.18% Reduce -3.1% 10,762 $595K
Private Wealth Partners, LLC 0.04% Add +0.0% 10,815 $595K
Gallagher Capital Advisors, LLC 0.38% New 10,783 $593K
New World Advisors LLC 0.10% Add +11.6% 10,752 $591K
Investors Portfolio Services LLC 0.53% — 10,743 $591K
Integris Wealth Management, LLC 0.13% Reduce -0.5% 10,737 $591K
Financial Council, LLC 0.24% Reduce -0.7% 10,728 $590K
Kapstone Financial Advisors LLC 0.29% Reduce -7.1% 10,722 $590K
Brandywine Oak Private Wealth LLC 0.05% Reduce -6.1% 10,715 $589K
Inceptionr LLC 0.16% Reduce -56.9% 10,698 $588K
Indiana Trust & Investment Management Co 0.17% No change 10,685 $588K
Alliance Wealth Management Group 0.13% No change 10,683 $588K
KWB Wealth 0.06% Add +0.7% 10,683 $588K
Mindset Wealth Management, LLC 0.15% Add +0.4% 10,682 $588K
AlphaQuest LLC 0.03% Reduce -79.0% 10,681 $587K
Royal Fund Management, LLC 0.05% Add +195.1% 9,401 $587K
Delta Investment Management, LLC 0.10% Add +0.0% 10,662 $586K
First Financial Corp. 0.22% No change 10,632 $585K
Clear Creek Financial Management, LLC 0.05% Add +1.8% 10,620 $584K
Vines Capital Management, LLC 0.57% — 10,600 $583K
Boyd Watterson Asset Management LLC 0.17% Add +2.2% 10,599 $583K
Certified Advisory Corp 0.05% Add +0.9% 10,595 $583K
Cahaba Wealth Management, Inc. 0.04% Add +0.5% 10,584 $582K
Retirement Planning Group, LLC / NY 0.40% Reduce -3.5% 10,582 $582K
EJMK Ventures LLC 0.36% — 10,573 $582K
Paragon Private Wealth Management, LLC 0.18% Add +10.7% 10,553 $580K
Carr Financial Group Corp 0.15% Add +3.1% 10,537 $580K
Cahill Financial Advisors Inc. 0.06% Reduce -1.6% 10,531 $579K
Copley Financial Group, Inc. 0.36% Reduce -8.4% 10,527 $579K
Beacon Financial Advisory LLC 0.13% Add +0.3% 10,515 $578K
Kahn Brothers Group Inc. 0.10% Reduce -5.8% 10,484 $577K
Van Strum & Towne Inc. 0.16% No change 10,479 $576K
Koss-Olinger Consulting, LLC 0.04% Reduce -16.3% 10,450 $575K
D L Carlson Investment Group Inc. 0.10% Reduce -8.4% 10,453 $575K
Alpine Bank Wealth Management 0.08% Add +0.8% 10,440 $574K
Verus Financial Partners, Inc. 0.05% Reduce -19.1% 10,995 $572K
Myriad Asset Management US LP 0.96% Reduce -72.0% 10,395 $572K
Oxbow Advisors, LLC 0.05% Add +0.0% 10,371 $570K
Hartford Funds Management Co LLC 0.05% Add +0.2% 10,364 $570K
Gen-Wealth Partners Inc 0.18% Add +179.9% 10,350 $569K
Union Savings Bank 0.25% — 10,325 $568K
Powers Advisory Group, LLC 0.21% Reduce -0.9% 10,323 $568K
Select Asset Management & Trust 0.18% No change 10,307 $567K
Blueprint Financial Advisors LLC 0.09% New 10,286 $566K
Allium Financial Advisors, LLC 0.45% Add +0.7% 10,275 $565K
Occidental Asset Management, LLC 0.07% Add +1.9% 10,272 $565K
Alchemi Wealth, LLC 0.31% — 10,267 $565K
MKT Advisors LLC 0.19% Add +0.0% 9,923 $565K
Fortis Capital Advisors, LLC 0.08% Add +2.6% 10,263 $564K
Orrstown Financial Services Inc. 0.09% Reduce -3.3% 10,259 $564K
FDx Advisors, Inc. 0.29% Reduce -0.1% 10,229 $563K
Guidance Point Advisors, LLC 0.13% Add +0.7% 10,234 $563K
Cornerstone Management, Inc. 0.09% No change 10,200 $561K
Altfest L J & Co. Inc. 0.06% Reduce -4.2% 10,198 $561K
Sonoma Allocations LLC 0.19% Reduce -2.5% 10,435 $561K
Elm Partners Management LLC 0.03% Add +13.7% 10,162 $559K
BTC Capital Management, Inc. 0.04% Reduce -49.2% 10,154 $558K
Avalon Trust Co 0.04% Reduce -1.5% 10,148 $558K
Elevation Wealth Management LLC 0.53% — 10,128 $557K
OneAscent Family Office, LLC 0.38% Add +16.3% 10,119 $557K
Cardinal Capital Management, Inc. 0.01% Reduce -2.6% 7,370 $556K
Verdad Advisers, LP 0.63% — 10,083 $555K
Atlas Legacy Advisors, LLC 0.10% Add +15.0% 10,226 $554K
McDonald Partners LLC 0.17% Reduce -26.5% 10,064 $554K
Jag Capital Management, LLC 0.06% Add +0.1% 10,031 $552K
TrueWealth Advisors, LLC 0.14% Add +12.3% 10,031 $552K
Sage Capital Advisors,llc 0.13% Add +4.0% 10,030 $552K
First Bank & Trust 0.09% Add +10.8% 10,005 $550K
Red Wave Investments LLC 0.16% No change 9,991 $550K
Investment Advisory Group, LLC 0.14% Add +19.6% 9,976 $549K
Granite Islands Private Wealth, LLC 0.50% — 9,984 $548K
Jackson Thornton Wealth Management, LLC 0.05% Add +6.8% 9,535 $546K
Signet Investment Advisory Group, Inc. 0.25% Reduce -12.0% 9,925 $546K
DT Investment Partners, LLC 0.05% No change 9,909 $545K
Reflection Asset Management 0.39% — 11,708 $544K
Balboa Wealth Partners 0.09% Add +12.2% 9,876 $543K
Northern Financial Advisors Inc 0.62% Reduce -31.1% 9,855 $542K
Park Capital Management, LLC / WI 0.39% Reduce -5.9% 9,854 $542K
Ninepoint Partners LP 0.06% No change 9,848 $542K
SYM FINANCIAL Corp 0.06% Reduce -10.4% 9,846 $542K
Bruce G. Allen Investments, LLC 0.37% Reduce -8.2% 9,845 $542K
Advisory Resource Group 0.10% Reduce -0.1% 9,834 $541K
Davidson Trust Co. 0.23% Add +73.5% 9,816 $540K
Pathway Financial Advisers, LLC 0.16% Add +0.2% 9,796 $539K
Oxford Financial Group, LTD. LLC 0.03% Reduce -18.2% 9,792 $539K
Founders Capital Management, LLC 0.08% Reduce -6.9% 9,790 $538K
Novem Group 0.06% Add +1.8% 9,776 $538K
GWN Securities Inc. 0.11% Add +9.7% 9,774 $538K
First National Bank of Hutchinson 0.31% Reduce -24.7% 9,763 $537K
Consilium Wealth Advisory, LLC 0.20% Reduce -1.9% 9,752 $536K
BOS Asset Management, LLC 0.14% Add +0.0% 9,739 $536K
Postrock Partners LLC 0.23% No change 9,721 $535K
MBA Advisors LLC 0.21% No change 9,691 $533K
National Philanthropic Trust 0.01% Add +37.4% 9,687 $533K
Hills Bank & Trust Co 0.03% Add +20.6% 9,663 $531K
Ewa, LLC 0.13% Add +12.6% 9,657 $531K
Lincoln Capital Corp. 0.19% Add +3.8% 9,653 $531K
J. L. Bainbridge & Co., Inc. 0.04% Reduce -0.1% 9,644 $530K
Walker Asset Management, LLC 0.28% Reduce -2.8% 9,619 $529K
Axis Wealth Partners, LLC 0.29% Add +9.6% 9,615 $529K
waypoint wealth counsel 0.19% Add +9.9% 9,602 $528K
Mayfair Advisory Group, LLC 0.20% No change 9,434 $528K
Segment Wealth Management, LLC 0.03% Add +11.9% 9,579 $527K
Tulsa Wealth Advisors, INC 0.18% — 9,577 $527K
KW Wealth Management LLC 0.80% Add +0.3% 9,571 $526K
West Michigan Advisors, LLC 0.12% Reduce -6.2% 9,566 $526K
Destiny Wealth Partners, LLC 0.06% Add +0.1% 10,103 $526K
Medallion Wealth Advisors, LLC 0.18% Add +14.9% 9,555 $526K
Channel Wealth LLC 0.13% Add +2.1% 9,554 $525K
Chatham Capital Group, Inc. 0.07% No change 9,549 $525K
O'ROURKE & COMPANY, Inc 0.20% Reduce -0.4% 9,548 $525K
Oak Barrel Wealth Advisory LLC 0.31% — 9,544 $525K
Mirador Capital Partners LP 0.07% Reduce -0.8% 9,529 $524K
Allred Capital Management, LLC 0.19% Reduce -0.1% 9,525 $524K
Forefront Wealth Partners, LLC 0.25% Add +1.1% 9,516 $523K
Legacy Capital Wealth Partners, LLC 0.11% Add +1.9% 9,506 $523K
Cherrydale Wealth Management, LLC 0.16% Add +0.1% 9,496 $522K
Sovran Advisors, LLC 0.04% Reduce -8.2% 9,927 $522K
South Shore Capital Advisors 0.38% — 9,491 $522K
First Nebraska Trust Co 0.05% Add +69.3% 9,490 $522K
Argyle Capital Partners, LLC 0.38% No change 9,475 $521K
Laffer Tengler Investments, Inc. 0.09% Add +71.4% 9,464 $521K
Resolute Wealth Strategies, LLC 0.23% Reduce -3.5% 9,462 $520K
Triton Wealth Management, PLLC 0.20% Reduce -0.1% 9,632 $519K
Smith Chas P & Associates Pa Cpas 0.03% Add +38.4% 9,431 $519K
Coyle Financial Counsel LLC 0.11% Add +0.4% 9,413 $518K
DV Equities, LLC 0.09% — 9,396 $517K
BlackDiamond Wealth Management, LLC 0.25% Add +11.5% 9,160 $517K
Consilio Wealth Advisors, LLC 0.15% Add +2.0% 9,392 $517K
Bullock Wealth Management Group 0.25% — 9,386 $516K
Howard Financial Services, LTD. 0.06% Add +10.3% 9,385 $516K
Sutton Place Investors LLC 0.28% Add +2.5% 9,345 $514K
LCNB Corp. 0.17% Reduce -1.1% 9,345 $514K
Richards, Merrill & Peterson, Inc. 0.20% Reduce -2.8% 9,331 $513K
WealthPLAN Partners, LLC 0.08% Add +15.6% 9,322 $513K
BTG Pactual Asset Management US LLC 0.06% New 9,294 $511K
Ares Systematic Credit Ltd 1.97% — 408 $511K
Sfmg, LLC 0.03% Add +10.0% 9,272 $510K
Bank of Nova Scotia Trust Co. 0.04% New 9,259 $509K
Black Swift Group, LLC 0.09% No change 9,250 $509K
Sollinda Capital Management LLC 0.13% Reduce -15.0% 9,215 $507K
Centerpoint Advisory Group 0.39% No change 9,208 $506K
Ariadne Wealth Management, LP 0.21% Reduce -4.6% 9,625 $506K
Burns J W & Co. Inc. 0.06% Reduce -4.5% 9,174 $505K
Westshore Wealth, LLC 0.17% Add +2.0% 9,169 $504K
Walter & Keenan Wealth Management LLC /in/ 0.13% Add +3.3% 9,154 $503K
LeConte Wealth Management, LLC 0.33% Add +6.2% 9,152 $503K
Eagle Wealth Strategies LLC 0.23% Reduce -2.9% 9,146 $503K
New England Professional Planning Group Inc. 0.21% No change 9,139 $503K
Financial Security Advisor, Inc. 0.10% Add +1.2% 9,115 $501K
Greystone Financial Group, LLC 0.08% No change 9,099 $500K
Poinciana Advisors Group, LLC 0.39% Add +0.9% 9,088 $500K
Hardy Reed LLC 0.04% Add +3.2% 9,068 $499K
Grey Ledge Advisors, LLC 0.11% Add +0.2% 9,049 $498K
Ssi Investment Management LLC 0.19% No change 9,049 $498K
Texas Bank & Trust Co 0.18% Add +78.9% 9,047 $498K
Franklin Street Advisors Inc. 0.03% Add +2.7% 9,025 $496K
Paces Ferry Wealth Advisors, LLC 0.20% Reduce -0.9% 9,024 $496K
Freedom Day Solutions, LLC 0.13% Add +0.1% 9,022 $496K
RS Crum Inc. 0.10% Add +0.1% 9,021 $496K
Xxi Wealth, LLC 0.30% — 9,019 $496K
Sendero Wealth Management, LLC 0.06% Add +3.6% 9,017 $496K
Sawyer & Company, Inc 0.18% Reduce -5.0% 9,005 $495K
Southland Equity Partners LLC 0.10% Add +0.6% 9,001 $495K
Rosenberg Matthew Hamilton 0.10% Add +1.3% 8,989 $494K
Successful Portfolios LLC 0.25% Add +4.6% 8,848 $494K
Ballast, Inc. 0.12% Add +4.9% 8,981 $494K
Private Capital Management, LLC 0.05% Add +0.0% 8,954 $492K
Inspirion Wealth Advisors, LLC 0.06% Reduce -51.9% 8,948 $492K
Harold Davidson & Associates Inc. 0.22% No change 8,932 $491K
Jackson Hole Capital Partners, LLC 0.08% Add +0.0% 8,912 $490K
Hyperion Capital Advisors LP 0.24% Reduce -2.0% 8,900 $490K
Point Windward Advisors Inc. 0.24% Reduce -8.0% 8,875 $488K
HBW Advisory Services LLC 0.05% Add +5.0% 8,875 $488K
CLG LLC 0.12% Add +0.1% 8,875 $488K
Blue Bell Private Wealth Management, LLC 0.07% Add +1.2% 8,867 $488K
Breakthru Advisory Services, LLC 0.31% Add +2.0% 8,866 $488K
Alpha Family Trust 0.22% No change 8,860 $487K
SGL Investment Advisors, Inc. 0.20% Add +3.1% 8,838 $486K
Vicus Capital 0.04% Reduce -3.0% 8,822 $485K
Arcus Capital Partners, LLC 0.17% Add +13.5% 8,821 $485K
Sage Private Wealth Group, LLC 0.26% No change 8,820 $485K
Sagewood Asset Management LP 0.17% — 8,812 $485K
Ritter Daniher Financial Advisory LLC / DE 0.08% Add +1.0% 8,797 $484K
Gentry Private Wealth, LLC 0.30% New 8,797 $484K
Cooper/Haims Advisors, LLC 0.22% Reduce -3.5% 8,787 $483K
Range Financial Group LLC 0.17% Reduce -9.2% 8,768 $482K
Transamerica Financial Advisors, LLC 0.04% Reduce -19.2% 8,767 $482K
Sard Wealth Management Group, LLC 0.26% Add +7.9% 8,725 $480K
Allen Wealth Management, LLC 0.29% Add +5.6% 8,723 $480K
Hengehold Capital Management LLC 0.04% Add +0.0% 8,713 $479K
FMB Wealth Management 0.19% No change 8,694 $478K
Traveka Wealth, LLC 0.19% Add +1.8% 8,669 $477K
Fogel Capital Management, Inc. 0.22% Reduce -6.5% 8,664 $477K
BHK Investment Advisors, LLC 0.16% Add +82.3% 8,656 $476K
Charles Schwab Trust Co 0.03% Add +4.4% 8,648 $476K
Selective Wealth Management, Inc. 0.15% Reduce -7.5% 9,043 $476K
Ti-Trust, Inc. 0.29% No change 8,646 $476K
Crumly & Associates Inc. 0.10% Reduce -0.3% 8,645 $475K
Walkner Condon Financial Advisors LLC 0.07% Add +3.3% 8,639 $475K
SOA Wealth Advisors, LLC. 0.08% Reduce -3.8% 8,625 $474K
A4 Wealth Advisors LLC 0.41% Reduce -31.1% 8,622 $474K
Keudell/Morrison Wealth Management 0.10% — 8,617 $474K
Faithward Advisors, LLC 0.07% Add +57.6% 8,615 $474K
Financial & Tax Architects, LLC 0.11% Reduce -0.9% 8,613 $474K
Lebenthal Global Advisors, LLC 0.07% Reduce -0.8% 8,601 $473K
Nvest Financial, LLC 0.20% Add +4.1% 8,584 $472K
Rydar Equities, Inc. 0.37% Add +0.5% 8,579 $472K
Perennial Advisors, LLC 0.08% No change 8,562 $471K
DDFG, Inc 0.10% Add +0.0% 8,560 $471K
Alhambra Investment Management LLC 0.22% Reduce -7.2% 8,549 $470K
Core Alternative Capital 0.13% Add +321.8% 8,537 $470K
Alpha Financial Partners LLC 0.29% Reduce -2.8% 8,532 $469K
Promethium Advisors,llc 0.25% Reduce -2.9% 8,495 $467K
Asset Advisory Group, Inc. 0.23% — 8,495 $467K
Hirtle & Co., LLC 0.02% Add +34.3% 8,489 $467K
Garden State Investment Advisory Services LLC 0.11% Reduce -29.4% 8,477 $466K
Blalock Williams, LLC 0.37% Reduce -6.3% 8,468 $466K
Cache Advisors, LLC 0.06% Add +172.1% 8,436 $464K
Oak Harvest Investment Services 0.05% Add +22.5% 8,427 $464K
Old North State Wealth Management, LLC 0.22% Add +1.1% 8,424 $463K
Raleigh Capital Management Inc. 0.17% Reduce -1.4% 8,414 $463K
Townsend & Associates, Inc 0.04% No change 8,778 $462K
Gladius Capital Management LP 0.57% Reduce -35.0% 8,390 $461K
Stablepoint Partners, LLC 0.07% Add +0.2% 8,384 $461K
Nadler Financial Group, Inc. 0.04% No change 8,345 $459K
RKL Wealth Management LLC 0.04% Add +20.0% 8,341 $459K
Weaver Consulting Group 0.11% Add +3.9% 8,340 $459K
49 Wealth Management, LLC 0.04% Add +16.1% 8,336 $458K
Pathfinder Wealth Consulting, Inc. 0.29% — 8,307 $457K
Kintra Wealth, LLC 0.06% Reduce -4.5% 8,307 $457K
Francis Financial, Inc. 0.09% Add +0.2% 8,284 $456K
Maltin Wealth Management, Inc. 0.18% Add +0.7% 8,279 $455K
Lavelle Capital LP 0.29% — 8,261 $454K
Physician Wealth Advisors, Inc. 0.06% Add +3.3% 8,255 $454K
Clearstead Trust, LLC 0.07% Reduce -9.7% 8,239 $453K
London Co. of Virginia 0.00% Reduce -7.5% 8,233 $453K
Sequent Planning LLC 0.12% Reduce -0.1% 8,232 $453K
Symphony Financial, Ltd. Co. 0.06% Reduce -13.3% 8,206 $452K
Arbor Investment Advisors, LLC 0.06% Reduce -46.9% 8,221 $452K
Gsa Capital Partners LLP 0.04% Reduce -79.7% 8,203 $451K
Wealthcare Capital Partners, LLC 0.21% Reduce -2.0% 8,192 $451K
Hobart Private Capital, LLC 0.09% Add +8.6% 8,188 $450K
Seizert Capital Partners, LLC 0.02% No change 8,174 $450K
Flaharty Asset Management, LLC 0.06% Reduce -19.6% 8,169 $449K
Amplius Wealth Advisors, LLC 0.04% Add +0.4% 8,159 $449K
Montz Harcus Wealth Management LLC 0.18% Add +12.8% 8,156 $449K
JM2 Capital Inc. 0.36% — 8,154 $448K
Evermay Wealth Management LLC 0.05% Reduce -1.4% 8,137 $448K
Schorn Wealth LLC 0.14% Reduce -0.2% 8,135 $447K
Opal Capital LLC 0.11% — 7,924 $447K
Miramontes Capital, LLC 0.15% — 8,111 $446K
Archford Capital Strategies, LLC 0.05% Add +1.6% 8,099 $445K
Greenwood Gearhart LLC 0.02% Reduce -18.4% 8,079 $444K
Heck Capital Advisors, LLC 0.03% Add +0.5% 8,063 $443K
Wellington Grp LLC 0.15% — 8,054 $443K
United Bank 0.06% Reduce -2.2% 8,026 $441K
Boston Family Office LLC 0.03% New 8,021 $441K
Ameliora Wealth Management Ltd. 0.13% No change 8,017 $441K
Debussy Capital Management LP 0.06% Add +2.4% 8,013 $441K
Romano Brothers and Company 0.05% Reduce -7.0% 7,994 $440K
Maxele Advisors, LLC 0.36% Reduce -2.4% 7,992 $440K
Rainier Family Wealth Inc. 0.33% Add +20.0% 7,986 $439K
HC Advisors, LLC 0.30% No change 7,972 $438K
Belleair Asset Management, LLC 0.42% — 7,970 $438K
Rothschild Wealth LLC 0.04% Add +16.3% 7,953 $437K
Chung Wu Investment Group, LLC 0.36% No change 7,950 $437K
Veracity Capital LLC 0.13% Add +0.3% 7,927 $436K
Duncan Williams Asset Management, LLC 0.11% Reduce -0.3% 7,867 $436K
Community Trust & Investment Co. 0.02% Add +5.2% 7,909 $435K
Holistic Financial Partners 0.16% Add +2.4% 7,896 $434K
WealthBridge Capital Management, LLC 0.10% Add +0.1% 7,887 $434K
Frederick Financial Consultants, LLC 0.24% Add +1.5% 7,876 $433K
Lavaca Capital LLC 0.07% No change 7,874 $433K
Radnor Capital Management, LLC 0.06% No change 7,865 $433K
BlueChip Wealth Advisors LLC 0.18% Reduce -2.3% 7,838 $431K
Life Planning Partners, Inc 0.33% Reduce -35.4% 7,834 $431K
Optivise Advisory Services LLC 0.25% Add +29.8% 7,824 $430K
Crown Wealth Group, LLC 0.12% Add +10.8% 7,781 $428K
Polaris Investment Advisors, LLC 0.31% — 7,779 $428K
Websterrogers Financial Advisors, LLC 0.12% No change 7,774 $428K
Paladin Advisory Group, LLC 0.31% Add +9.4% 7,762 $427K
New Millennium Group LLC 0.18% Reduce -13.1% 7,753 $426K
QVR LLC 0.30% Reduce -36.8% 7,745 $426K
MQS Management LLC 0.25% Reduce -5.5% 7,719 $425K
Centennial Wealth Advisory LLC 0.11% Add +2.6% 7,714 $424K
Everstar Asset Management, LLC 0.23% Reduce -1.1% 7,685 $423K
Iron Gate Global Advisors LLC 0.04% Add +0.7% 7,685 $423K
Grant Private Wealth Management Inc 0.25% Reduce -0.2% 7,673 $422K
SJS Investment Consulting Inc. 0.05% Add +3.6% 7,653 $421K
Sterling Investment Counsel, LLC 0.12% Add +19.7% 7,915 $421K
Cora Capital Advisors LLC 0.16% Add +14.6% 7,642 $420K
Financial Advisors Network, Inc. 0.06% Add +27.4% 7,638 $420K
SPWM Advisors LLC 0.40% — 7,638 $420K
Prostatis Group LLC 0.10% New 7,635 $420K
CFM Wealth Partners LLC 0.06% No change 7,628 $420K
Palisade Capital Management, LP 0.01% Add +25.7% 7,619 $419K
Meridian Wealth Advisors, LLC 0.06% Reduce -0.9% 7,602 $418K
Bluespring Wealth Management, LLC 0.04% Reduce -1.3% 7,598 $418K
Capital Advisors, Ltd. LLC 0.05% Add +0.5% 7,580 $417K
Bellevue Asset Management, LLC 0.13% Add +0.0% 7,582 $417K
Pflug Koory, LLC 0.19% Reduce -3.4% 7,580 $417K
Worth Asset Management, LLC 0.18% New 7,565 $416K
Nolet Wealth Management, LLC 0.23% — 7,562 $416K
Pines Wealth Management, LLC 0.13% Reduce -3.5% 7,555 $416K
PEAK6 LLC 0.01% Reduce -25.7% 7,526 $414K
TSG Advice Partners, LLC 0.06% — 7,519 $414K
Greykasell Wealth Strategies, Inc. 0.16% No change 7,507 $413K
Chickasaw Capital Management LLC 0.02% No change 7,500 $412K
Investment Partners, LTD. 0.14% Reduce -1.9% 7,486 $412K
Vilga Financial Planning LLC 0.39% — 7,461 $410K
Phillips Wealth Planners LLC 0.33% Reduce -4.5% 7,857 $409K
St Germain D J Co. Inc. 0.02% Add +1.5% 7,431 $409K
Veery Capital, LLC 0.13% Add +0.1% 7,429 $409K
Payne Capital Management, LLC 0.13% No change 7,425 $408K
Argos Wealth Advisors, LLC 0.11% — 7,402 $407K
Wealthspan Partners, LLC 0.15% Add +51.2% 7,381 $406K
CPC Advisors, LLC 0.04% Reduce -27.6% 7,381 $406K
DGS Capital Management, LLC 0.07% Add +47.3% 7,377 $406K
Encompass More Asset Management 0.08% Reduce -0.9% 7,375 $406K
Pinnacle Family Advisors, LLC 0.18% Add +2.0% 7,371 $405K
Fairscale Capital, LLC 0.27% No change 7,369 $405K
SC&H Financial Advisors, Inc. 0.06% Add +2.9% 7,349 $404K
Verus Capital Partners, LLC 0.03% Add +17.6% 7,323 $403K
Hoxton Planning & Management, LLC 0.12% Add +4.8% 7,319 $403K
Campbell Deegan Wealth Management, LLC 0.32% Add +1.4% 7,316 $402K
Koenig Investment Advisory, LLC 0.33% — 7,684 $402K
Arbor Trust Wealth Advisors, LLC 0.18% No change 7,301 $402K
Round Rock Advisors LLC 0.06% Add +1.4% 7,301 $402K
Strategy Asset Managers LLC 0.07% Add +3.1% 7,298 $401K
NorthStar Asset Management LLC 0.18% Reduce -0.2% 7,296 $401K
Brio Consultants, LLC 0.05% Reduce -20.2% 7,276 $400K
Tsfg, LLC 0.06% Add +0.0% 7,276 $400K
Hummer Financial Advisory Services Inc 0.28% Reduce -1.0% 7,272 $400K
Pennington Partners & Co., LLC 0.16% Add +0.2% 7,268 $400K
EdgeRock Capital LLC 0.11% Add +4.8% 7,257 $399K
Sentinel Pension Advisors, LLC 0.06% Add +38.1% 7,248 $399K
Financial Perspectives, Inc 0.11% Reduce -1.0% 7,237 $398K
Scientech Research LLC 0.25% New 7,233 $398K
Sentry LLC 0.11% No change 7,231 $398K
Lodestar Private Asset Management LLC 0.04% Reduce -3.8% 7,226 $397K
Coquina Private Wealth LLC 0.32% — 7,224 $397K
Miller Capital Partners, Inc. 0.20% — 7,220 $397K
Steigerwald, Gordon & Koch Inc. 0.04% Add +9.2% 7,218 $397K
Charter Oak Capital Management, LLC 0.03% Add +28.3% 7,202 $396K
Fielder Capital Group LLC 0.08% Add +4.9% 7,196 $396K
Kraematon Investment Advisors, Inc. 0.31% Add +0.4% 7,187 $395K
Market Street Wealth Management Advisors LLC 0.06% Add +3.4% 7,178 $395K
Ariston Services Group 0.23% No change 7,167 $394K
BBR Partners, LLC 0.02% Reduce -14.2% 7,163 $394K
Mraz, Amerine & Associates, Inc. 0.06% No change 7,161 $394K
Collaborative Wealth Managment Inc. 0.14% New 7,154 $393K
Wallace Advisory Group, LLC 0.41% Reduce -35.4% 7,148 $393K
Voisard Asset Management Group, Inc. 0.08% Add +9.0% 7,139 $393K
Sunbeam Capital Management, LLC 0.23% Add +2.7% 7,136 $393K
Rainey & Randall Wealth Advisors Inc. 0.06% Add +0.2% 7,136 $392K
Beacon Capital Management, LLC 0.06% Add +0.6% 7,135 $392K
WealthPoint Financial, LLC 0.34% — 7,110 $391K
Marex Group Ltd 0.00% Reduce -13.5% 7,102 $391K
Sonata Capital Group Inc. 0.14% No change 7,100 $391K
Andina Capital Management, LLC 0.24% Add +0.9% 7,089 $390K
West Wealth Group, LLC 0.08% Add +4.1% 7,085 $390K
Mill Creek Capital Advisors, LLC 0.01% Reduce -1.0% 7,066 $389K
BridgePort Financial Solutions, LLC 0.10% Reduce -1.3% 7,041 $387K
Novak & Powell Financial Services, Inc. 0.20% Reduce -1.1% 7,038 $387K
First Bancorp, Inc 0.21% No change 7,037 $387K
AdviceOne Advisory Services, LLC 0.23% Reduce -0.8% 7,034 $387K
Richardson Financial Services Inc. 0.13% Add +7.8% 7,815 $387K
Marks Group Wealth Management, Inc 0.04% Add +15.4% 7,025 $386K
Pennsylvania Capital Management Inc. 0.11% Reduce -2.8% 7,022 $386K
Byrne Financial Freedom, LLC 0.18% Reduce -1.4% 7,011 $386K
Lee Johnson Capital Management, LLC 0.13% Reduce -1.5% 7,007 $385K
W Advisors, LLC 0.19% Add +0.7% 6,994 $385K
Stronghold Wealth Management L.L.C. 0.57% — 6,989 $384K
WPG Advisers, LLC 0.29% Add +17.2% 6,987 $384K
Capital Investment Counsel, LLC 0.05% No change 6,983 $384K
Tobam 0.09% Reduce -9.2% 6,959 $383K
Lincoln Capital LLC 0.07% Add +13.0% 6,961 $383K
Topsail Wealth Management, LLC 0.06% No change 6,946 $382K
GW&K Investment Management, LLC 0.00% Add +4.6% 6,946 $382K
Wingate Wealth Advisors, Inc. 0.21% Add +40.5% 6,943 $382K
Galvin, Gaustad & Stein, LLC 0.03% Add +0.7% 6,942 $382K
Peak Wealth Management LLC 0.32% — 6,923 $381K
Invested Advisors 0.39% Reduce -1.7% 6,921 $381K
Fairfield, Bush & Co. 0.20% No change 6,920 $381K
Ring Mountain Capital, LLC 0.19% Reduce -1.9% 7,175 $380K
QP Wealth Management, LLC 0.33% — 6,905 $380K
Obermeyer Wealth Partners 0.02% Add +24.7% 6,881 $378K
Wolff Wiese Magana LLC 0.21% Reduce -2.9% 6,880 $378K
Index Fund Advisors, Inc. 0.02% Add +1.1% 6,875 $378K
Concentric Capital Strategies, LP 0.02% Add +4.8% 6,863 $377K
Sandy Cove Advisors, LLC 0.11% Add +6.4% 6,861 $377K
Global Assets Advisory, LLC 0.11% Reduce -1.4% 6,837 $376K
Fairview Capital Investment Management, LLC 0.02% Add +0.7% 6,837 $376K
Bull Street Advisors, LLC 0.17% No change 6,837 $376K
Legacy Edge Advisors, LLC 0.04% Reduce -1.1% 6,831 $376K
Pettee Investors, Inc. 0.21% No change 6,821 $375K
Putney Financial Group LLC 0.35% No change 6,805 $374K
Arthur M. Cohen & Associates, LLC 0.06% New 6,747 $373K
17 Capital Partners, LLC 0.19% Reduce -1.4% 6,780 $373K
Pacific Wealth Strategies Group, Inc. 0.21% Reduce -17.1% 6,779 $373K
Atala Financial Inc 0.24% No change 6,778 $373K
Golden Reserve Retirement LLC 0.07% New 6,777 $373K
Correct Capital Wealth Management 0.07% No change 6,776 $373K
Middleton & Co. Inc. 0.04% No change 6,774 $373K
Alpha Financial Advisors, LLC 0.11% Reduce -8.8% 6,765 $372K
Roehl & Yi Investment Advisors, LLC 0.15% Reduce -21.9% 6,757 $372K
Heartwood Wealth Advisors LLC 0.03% Reduce -9.7% 6,744 $371K
Alliance Wealth Advisors, LLC 0.08% Reduce -33.3% 6,741 $371K
Hunter Associates Investment Management LLC 0.05% Add +2.4% 6,695 $370K
ELCO Management Co., LLC 0.23% Reduce -12.9% 6,727 $370K
Ackerman Capital Advisors, LLC 0.07% Add +0.0% 6,727 $370K
Townsend Asset Management Corp. /NC/ 0.13% Add +0.1% 6,726 $370K
Kazazian Asset Management, LLC 0.39% No change 6,715 $369K
My Personal CFO, LLC 0.15% New 6,686 $368K
Centric Wealth Management 0.08% Reduce -3.5% 6,802 $368K
Wall Street Financial Group, Inc. 0.27% Add +9.2% 6,665 $367K
Kelly Financial Group LLC 0.09% Add +0.8% 6,662 $366K
Elgethun Capital Management 0.06% Add +0.1% 6,662 $366K
GK Wealth Management LLC 0.27% Add +6.5% 6,648 $366K
Meridian Wealth Partners, LLC 0.05% Add +5.3% 6,645 $365K
Snowwater Investment Partners, LLC 0.34% — 6,638 $365K
Northcape Wealth Management, LLC 0.10% No change 6,625 $364K
Scott Capital Advisors, LLC 0.08% Add +0.0% 6,621 $364K
Wick Capital Partners, LLC 0.07% New 6,617 $364K
Blodgett Wealth Advisors, LLC 0.25% Add +0.1% 6,609 $364K
TriaGen Wealth Management LLC 0.09% Reduce -3.9% 6,584 $362K
Battery Global Advisors, LLC 0.17% Add +312.3% 3,117 $362K
Invenio Wealth Partners LLC 0.13% Reduce -3.2% 6,579 $362K
Byrne Asset Management LLC 0.20% Reduce -2.0% 6,561 $361K
Northwest Quadrant Wealth Management, LLC 0.07% Add +0.3% 6,552 $360K
Tranquilli Financial Advisor LLC 0.21% Reduce -1.5% 6,551 $360K
Evolution Wealth Management Inc. 0.30% Add +9.3% 6,530 $359K
Northwest Wealth Management, LLC 0.06% Reduce -5.4% 6,521 $359K
Rooted Wealth Advisors, Inc. 0.10% Add +1.2% 6,475 $359K
Clay Northam Wealth Management, LLC 0.20% Reduce -0.6% 6,517 $358K
OneAscent Investment Solutions LLC 0.38% Reduce -1.1% 6,512 $358K
Oxinas Partners, LLC 0.17% No change 6,509 $358K
Widmann Financial Services, Inc. 0.22% Reduce -9.8% 6,478 $356K
Ellis Investment Partners, LLC 0.06% Reduce -3.8% 6,475 $356K
Fortress Financial Group, LLC 0.26% Add +0.5% 6,469 $356K
Citrine Capital LLC 0.17% No change 6,466 $356K
Integrity Wealth Solutions LLC 0.14% Add +10.2% 6,457 $355K
Clark Asset Management, LLC 0.04% Reduce -52.5% 6,448 $355K
Logan Capital Management Inc. 0.01% No change 6,443 $354K
Flagstone Financial Management 0.09% Add +33.1% 6,436 $354K
Asset Advisors Investment Management, LLC 0.03% Reduce -0.0% 6,430 $354K
Capital Advantage, Inc. 0.05% Add +3.9% 6,422 $353K
Dover Advisors, LLC 0.14% Reduce -15.1% 6,409 $353K
1900 Wealth Management LLC 0.02% New 6,408 $352K
Pacific Center for Financial Services 0.09% No change 6,817 $352K
Clarity Wealth Advisors, LLC 0.07% Reduce -4.3% 6,382 $351K
Shelton Wealth Management, LLC 0.15% Add +9.4% 6,376 $351K
Madrona Financial Services, LLC 0.07% Reduce -2.4% 6,369 $350K
Saxon Interests, Inc. 0.12% Add +1.5% 6,365 $350K
Sachetta, LLC 0.19% Add +6.7% 6,358 $350K
JCIC Asset Management Inc. 0.11% Reduce -0.9% 6,353 $349K
Proactive Wealth Strategies LLC 0.14% Reduce -10.8% 6,342 $349K
D'Orazio & Associates, Inc. 0.04% Add +46.4% 6,322 $348K
Morling Financial Advisors, LLC 0.11% No change 6,308 $347K
BNC Wealth Management, LLC 0.09% No change 6,301 $347K
Bangor Savings Bank 0.03% Reduce -0.0% 6,300 $347K
Lifestyle Asset Management, Inc. 0.11% Add +6.2% 6,294 $346K
Carter Financial Group, INC. 0.21% Reduce -9.1% 6,292 $346K
Dominguez Wealth Management Solutions, Inc. 0.21% Reduce -0.8% 6,287 $346K
Jackson, Grant Investment Advisers, Inc. 0.11% Add +0.0% 6,280 $345K
Kagan Cocozza Asset Management 0.25% Reduce -0.7% 6,274 $345K
GW Henssler & Associates Ltd. 0.02% Add +2.8% 6,271 $345K
Insight Wealth Strategies, LLC 0.04% Add +19.4% 6,265 $345K
First American Trust, FSB 0.02% Reduce -25.2% 6,255 $344K
Genesis Private Wealth, LLC 0.11% New 6,253 $344K
Fiduciary Wealth Partners, LLC 0.14% Reduce -3.8% 6,243 $343K
Lynx Investment Advisory 0.19% Add +14.5% 6,238 $343K
Professional Advisory Services Inc. 0.04% No change 6,242 $343K
Luts & Greenleigh Group, Inc. 0.29% Add +0.5% 6,233 $343K
Connecticut Capital Management Group, LLC 0.33% — 6,231 $343K
Steadtrust LLC 0.21% Add +2.2% 6,204 $341K
Randall & Associates Wealth Management 0.24% Add +5.3% 6,195 $341K
Fermata Advisors, LLC 0.08% Add +0.8% 6,193 $341K
Alta Wealth Advisors LLC 0.11% Add +12.0% 6,183 $340K
Vaughan David Investments LLC 0.01% No change 6,183 $340K
Almanack Investment Partners, LLC. 0.06% Add +11.7% 6,164 $339K
Royal Capital Wealth Management, LLC 0.20% Add +0.1% 6,156 $339K
MinichMacGregor Wealth Management, LLC 0.06% Reduce -2.4% 6,150 $338K
AXS Investments LLC 0.12% Reduce -8.0% 6,147 $338K
Ellevest, Inc. 0.05% Add +16.2% 6,147 $338K
Powell Investment Advisors, LLC 0.12% No change 6,138 $338K
Cove Private Wealth, LLC 0.10% Reduce -49.5% 6,129 $337K
Moseley Investment Management Inc. 0.10% Add +0.1% 6,128 $337K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.53% — 6,126 $337K
Missouri Trust & Investment Co 0.10% No change 6,125 $337K
Granite Investment Partners, LLC 0.02% No change 6,125 $337K
Wealthspire Retirement, LLC 0.02% Reduce -0.9% 6,123 $337K
Southern Capital Advisors, LLC 0.16% Add +0.1% 6,112 $336K
LeClair Wealth Partners LLC 0.19% Add +2.0% 6,097 $335K
CBIZ Investment Advisory Services, LLC 0.01% Add +17.6% 6,087 $335K
Members Trust Co 0.01% Reduce -6.1% 6,081 $334K
Keating Financial Advisory Services, Inc. 0.05% — 6,070 $334K
ORBA Wealth Advisors, L.L.C. 0.29% Reduce -14.0% 6,065 $334K
Catalyst Capital Advisors LLC 0.01% Reduce -41.9% 6,063 $333K
Central Bank & Trust Co. 0.05% Reduce -1.2% 6,061 $333K
Rossby Financial, LCC 0.10% Add +60.8% 6,050 $333K
USA Financial Formulas 0.06% Reduce -32.0% 6,026 $331K
1834 Investment Advisors Co. 0.04% Reduce -33.7% 6,019 $331K
Sterling Investment Advisors, Ltd. 0.06% No change 6,017 $331K
Plan Group Financial, LLC 0.09% New 6,007 $330K
REAP Financial Group, LLC 0.07% Add +11.7% 5,992 $330K
Valtinson Bruner Financial Planning LLC 0.09% No change 5,985 $329K
Private Wealth Management Group, LLC 0.09% Reduce -7.7% 5,984 $329K
Willner & Heller, LLC 0.24% Add +0.5% 5,981 $329K
Hamilton Point Investment Advisors, LLC 0.05% Reduce -0.1% 5,980 $329K
Security National Bank 0.05% Add +71.4% 5,978 $329K
Acorn Creek Capital LLC 0.12% Add +3.1% 5,970 $328K
Summit Wealth Group LLC / Co. 0.04% Reduce -82.3% 5,965 $328K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.12% Reduce -73.9% 5,950 $327K
McLaughlin Asset Management, Inc. 0.29% — 5,947 $327K
Motive Wealth Advisors 0.14% Add +0.4% 5,936 $326K
J.E. Simmons & Co., P.C. 0.21% — 5,921 $326K
Abound Wealth Management 0.08% Add +5.6% 5,921 $326K
CWC Advisors, LLC. 0.16% Reduce -1.4% 5,914 $325K
Twin Peaks Wealth Advisors, LLC 0.09% Add +12.7% 5,764 $325K
Miramar Capital, LLC 0.07% No change 5,904 $325K
WMG Financial Advisors, LLC 0.13% Reduce -7.8% 5,902 $325K
Asset One Wealth Management LLC 0.04% — 6,005 $324K
Goldstein Advisors, LLC 0.04% Reduce -0.4% 5,888 $324K
Keystone Financial Planning, Inc. 0.09% No change 5,881 $323K
Stonebridge Financial Group, LLC 0.03% Add +9.6% 5,877 $323K
Core Wealth Partners LLC 0.15% Reduce -2.3% 5,876 $323K
Capital Investment Management, Inc. 0.11% — 5,870 $323K
Meramec Financial Planners, LLC 0.13% — 5,703 $322K
Syntegra Private Wealth Group, LLC 0.03% Add +6.5% 5,858 $322K
North Capital, Inc. 0.28% Reduce -0.0% 5,852 $322K
Ponta Wealth Partners, LLC 0.30% — 5,847 $322K
Wise Wealth Partners 0.46% No change 5,845 $321K
Mountain Pacific Investment Advisers LLC 0.05% No change 5,843 $321K
Kera Capital Partners, Inc. 0.04% Reduce -27.2% 6,035 $321K
EPG Wealth Management LLC 0.09% Add +1.6% 5,830 $321K
Condor Capital Management 0.03% Add +1.1% 5,827 $320K
Flywheel Private Wealth LLC 0.20% No change 5,825 $320K
Good Harbor Advisors, Inc. 0.37% — 5,822 $320K
Passive Capital Management, LLC. 0.10% No change 5,810 $320K
Blue Barn Wealth, LLC 0.46% Reduce -31.1% 5,802 $319K
Trifecta Capital Advisors, LLC 0.05% Reduce -4.6% 5,800 $319K
Bush Investment Group, LLC 0.18% No change 5,792 $319K
B.O.S.S. Retirement Advisors, LLC 0.10% Reduce -51.0% 5,776 $318K
Huntleigh Advisors, Inc. 0.05% Add +0.0% 5,767 $317K
Delta Accumulation, LLC 0.32% Add +0.5% 5,756 $317K
Linden Thomas Advisory Services, LLC 0.03% Add +5.9% 5,755 $317K
BlueStem Wealth Partners, LLC 0.03% Add +1.7% 5,752 $316K
Requisite Capital Management, LLC 0.06% Reduce -15.6% 5,745 $316K
Mountain Capital Investment Advisors Inc. 0.05% Add +0.9% 6,098 $315K
Arlington Trust Co LLC 0.03% Reduce -52.3% 5,731 $315K
Elser Financial Planning, Inc 0.23% New 5,725 $315K
St. Louis Trust Co 0.04% No change 5,725 $315K
McNamara Financial Services, Inc. 0.06% No change 5,722 $315K
Ironwood Investment Management LLC 0.13% No change 5,720 $315K
BNB Wealth Management, LLC 0.20% — 5,713 $314K
Maridea Wealth Management LLC 0.05% Add +0.4% 5,713 $314K
Osborne Partners Capital Management, LLC 0.02% Add +5.0% 5,689 $313K
First United Bank & Trust 0.10% Reduce -7.2% 5,669 $312K
Leonard Rickey Investment Advisors P.L.L.C. 0.06% Reduce -7.1% 5,668 $312K
Clarus Group, Inc. 0.11% Reduce -13.3% 5,667 $312K
Goldenstone Wealth Management LLC 0.23% — 5,659 $311K
MFA Wealth Services 0.21% Add +1.0% 5,653 $311K
Blue Zone Wealth Advisors, LLC 0.06% Add +0.1% 5,649 $311K
Activest Wealth Management 0.06% Reduce -56.8% 5,643 $310K
Sage Rhino Capital LLC 0.06% Reduce -3.1% 5,639 $310K
Intergy Private Wealth, LLC 0.09% Add +1.3% 5,636 $310K
Flynn Zito Capital Management, LLC 0.11% Add +1.3% 5,626 $309K
Guerra Pan Advisors, LLC 0.18% Reduce -6.8% 5,625 $309K
Banyan Capital Management, Inc. 0.13% No change 5,625 $309K
TL Private Wealth 0.12% Reduce -8.8% 5,538 $309K
Phillips Financial Management, LLC 0.02% Reduce -4.5% 5,623 $309K
K.J. Harrison & Partners Inc 0.04% No change 5,621 $309K
Leigh Baldwin & Co., LLC 0.20% Reduce -74.2% 5,626 $309K
Pinnacle West Asset Management, Inc. 0.20% Reduce -1.3% 5,625 $309K
Kondo Wealth Advisors, Inc. 0.12% Reduce -0.3% 5,609 $309K
Midwest Financial Group LLC 0.14% Add +0.0% 5,610 $309K
Monument Capital Management 0.08% Add +4.5% 5,609 $308K
Kozak & Associates, Inc. 0.06% Reduce -30.5% 5,517 $308K
First Commonwealth Financial Corp 0.05% Add +11.8% 5,596 $308K
Cardiff Park Advisors, LLC 0.03% Reduce -0.8% 5,596 $308K
Fearless Solutions, LLC dba Best Invest 0.19% Reduce -0.4% 5,588 $307K
Ellsworth Advisors, LLC 0.06% Reduce -0.5% 5,840 $307K
Bayban 0.27% — 5,584 $307K
Sage Investment Advisers LLC 0.23% — 5,580 $307K
Signet Private Wealth LLC 0.29% — 5,575 $307K
Yoffe Investment Management, LLC 0.39% No change 5,573 $307K
Infrastructure Capital Advisors, LLC 0.05% Reduce -11.2% 5,566 $306K
Tarbox Family Office, Inc. 0.05% Reduce -0.9% 5,564 $306K
St. Clair Advisors, LLC 0.08% No change 5,560 $306K
Skba Capital Management LLC 0.04% No change 5,550 $305K
Barry Investment Advisors, LLC 0.07% Reduce -27.8% 5,547 $305K
Collective Family Office LLC 0.07% Add +3.1% 5,544 $305K
Pinnacle Wealth Management Group, Inc. 0.15% Reduce -9.8% 5,535 $304K
Up Strategic Wealth Investment Advisors LLC 0.22% No change 5,378 $304K
Torren Management, LLC 0.16% — 5,522 $304K
Syntax Research, Inc. 0.19% Reduce -1.6% 5,521 $304K
Norris Perne & French LLP 0.02% Add +4.5% 5,515 $303K
Hall Laurie J Trustee 0.10% No change 5,507 $303K
Seldon Capital LP 0.10% No change 5,502 $303K
Ballast Advisors LLC 0.08% No change 5,489 $302K
Financial Guidance Group, Inc. 0.12% No change 5,485 $302K
Heritage Financial Services, LLC 0.03% Reduce -4.0% 5,458 $300K
Rahlfs Capital, LLC 0.23% No change 5,450 $300K
Plan A Wealth LLC 0.15% Reduce -9.9% 5,439 $299K
ATLas Financial Planning LLC 0.29% — 5,412 $298K
Brooklyn FI, LLC 0.06% New 5,406 $297K
Quad-Cities Investment Group, LLC 0.12% Add +0.1% 5,403 $297K
Latash Investments, LLC 0.20% No change 5,394 $297K
Emergent Wealth Advisors, LLC 0.17% New 5,389 $296K
Gerber, LLC 0.17% Reduce -15.0% 5,383 $296K
Washington Trust Advisors, Inc. 0.02% Add +0.1% 5,380 $296K
Trail Ridge Investment Advisors, LLC 0.13% Add +8.1% 5,376 $296K
Allen Investment Management, LLC 0.00% No change 5,364 $295K
James Hambro & Partners LLP 0.01% No change 5,357 $295K
Chesley Taft & Associates LLC 0.01% Add +17.6% 5,353 $294K
Nexus Investment Management ULC 0.04% No change 5,350 $294K
BKM Wealth Management, LLC 0.11% Reduce -1.7% 5,348 $294K
Wagner Wealth Management, Corp 0.29% — 5,348 $294K
Trueblood Wealth Management, LLC 0.11% Add +0.4% 5,345 $294K
Wealth Management Nebraska 0.03% Add +2.5% 5,310 $292K
Strategies Wealth Advisors, LLC 0.03% Add +2.9% 5,301 $292K
Bulltick Wealth Management, LLC 0.06% No change 5,300 $292K
Avid Wealth Partners LLC 0.14% Add +19.2% 5,296 $291K
Wealth Analytics Partners, LLC 0.11% — 5,286 $291K
Main Street Group, LTD 0.10% No change 5,269 $290K
Barings LLC 0.01% No change 5,264 $290K
Hamilton Capital, LLC 0.01% — 5,262 $289K
GatePass Capital, LLC 0.15% New 5,261 $289K
Traub Capital Management LLC 0.28% No change 5,259 $289K
MRA Advisory Group 0.12% Add +17.5% 5,258 $289K
Cypress Point Wealth Management, LLC 0.06% Add +0.0% 5,256 $289K
Solutions 4 Wealth, Ltd 0.43% Add +0.1% 5,233 $288K
NewSquare Capital LLC 0.03% Reduce -11.5% 5,229 $288K
KFA Private Wealth Group, LLC 0.07% Add +8.8% 5,225 $287K
Integrity Wealth Advisors, Inc. 0.20% Reduce -59.1% 5,219 $287K
Tucker Asset Management LLC 0.08% Reduce -10.4% 5,218 $287K
Monetary Management Group Inc. 0.07% No change 5,200 $286K
Goepper Burkhardt LLC 0.09% Add +0.1% 5,193 $286K
Meadowbrook Advisors Group, LLC 0.16% — 5,170 $284K
Gainplan LLC 0.11% New 5,167 $284K
GSG Advisors LLC 0.07% No change 5,163 $284K
Stokes Capital Advisors, LLC 0.06% New 5,158 $284K
IMG Wealth Management, Inc. 0.18% Add +7.9% 5,151 $283K
Meridian Financial Advisors, LLC 0.15% Reduce -3.7% 5,151 $283K
Godfrey Financial Associates, Inc. 0.24% — 5,134 $282K
Essential Partners LLC 0.09% Reduce -18.2% 5,130 $282K
Juncture Wealth Strategies, LLC 0.09% No change 5,129 $282K
Tempo Wealth, LLC 0.05% — 5,128 $282K
TFB Advisors LLC 0.08% Reduce -1.6% 5,115 $281K
Silver Grove Financial Group, Inc. 0.24% Add +13.1% 5,110 $281K
Palisades Hudson Asset Management, L.P. 0.11% No change 5,098 $280K
MPS Loria Financial Planners, LLC 0.07% Add +0.4% 5,089 $280K
Salomon & Ludwin, LLC 0.02% Add +18.9% 4,917 $280K
Asset Planning,Inc 0.20% Add +0.4% 5,084 $280K
Addison Capital Co 0.07% Reduce -39.6% 5,069 $279K
Meyer Handelman Co. 0.01% No change 5,065 $279K
Westwood Wealth Management 0.21% New 5,054 $278K
Lionshead Wealth Management, LLC 0.21% Add +3.0% 5,054 $278K
Farmers National Bank 0.06% No change 5,053 $278K
Financial Harvest, LLC 0.17% Add +1.2% 5,050 $278K
Glen Eagle Advisors, LLC 0.04% Reduce -6.7% 5,043 $277K
LaSalle St. Investment Advisors, LLC 0.04% Add +8.2% 5,037 $277K
Claret Asset Management Corp 0.03% Reduce -2.4% 5,044 $277K
Bull Oak Capital, LLC 0.11% No change 5,036 $277K
Hill Island Financial LLC 0.07% Add +0.8% 5,033 $277K
Safe Harbor Wealth Advisors, LLC 0.27% — 5,270 $277K
Dala Group, LLC 0.24% — 5,023 $276K
Custos Family Office, LLC 0.19% Reduce -0.2% 5,020 $276K
Peak Asset Management, LLC 0.05% Reduce -1.2% 5,020 $276K
Round Hill Asset Management 0.17% Reduce -23.7% 5,019 $276K
Acorn Wealth Advisors, LLC 0.08% Reduce -3.0% 5,018 $276K
BSW Wealth Partners 0.03% Reduce -0.3% 5,004 $275K
Uptick Partners, LLC 0.06% Add +19.6% 5,003 $275K
Harfst & Associates, Inc. 0.05% No change 5,002 $275K
Cambridge Financial Group, LLC 0.10% No change 5,564 $274K
Spectrum Asset Management, Inc. (NB/CA) 0.09% Add +0.0% 4,980 $274K
Hofer & Associates. Inc 0.14% Add +4.3% 4,975 $274K
Money Concepts Capital Corp. 0.02% Add +3.8% 4,964 $273K
Catalyst Investment Management LLC 0.26% — 4,959 $273K
Purus Wealth Management, LLC 0.09% Reduce -4.5% 4,958 $273K
FreeGulliver LLC 0.12% Reduce -6.3% 4,954 $272K
Investment Research & Advisory Group, Inc. 0.09% Add +0.3% 4,817 $272K
Apeiron RIA LLC 0.06% New 5,012 $272K
Milestones Private Investment Advisors LLC 0.19% No change 4,925 $271K
Detalus Advisors, LLC 0.07% New 4,923 $271K
Convergence Financial, LLC 0.04% Reduce -7.2% 4,921 $271K
NDVR, Inc. 0.22% New 4,911 $270K
1492 Capital Management LLC 0.11% No change 4,909 $270K
Elmwood Wealth Management, Inc. 0.09% New 4,906 $270K
LifeWealth Investments, LLC 0.09% Reduce -2.2% 4,906 $270K
Harbour Trust & Investment Management Co 0.03% Reduce -6.8% 4,902 $270K
Marotta Asset Management 0.05% No change 4,898 $269K
VestGen Investment Management 0.15% New 4,896 $269K
Endeavor Private Wealth, Inc. 0.08% Add +0.7% 4,871 $268K
Clark Financial Services Group Inc. 0.14% Add +0.1% 4,704 $268K
Applied Capital LLC 0.18% Reduce -4.1% 4,860 $267K
Cascade Investment Group, Inc. 0.18% Add +0.0% 4,838 $266K
Eclectic Associates Inc. 0.04% Reduce -0.3% 4,836 $266K
Nicholson Wealth Management Group, LLC 0.16% No change 4,832 $266K
Steinberganna Wealth Management 0.12% Add +19.7% 4,830 $266K
CogentBlue Wealth Advisors, LLC 0.18% No change 4,824 $265K
Hanson & Doremus Investment Management 0.03% No change 4,813 $265K
Symmetry Partners, LLC 0.02% Reduce -5.8% 4,816 $265K
Cornell Pochily Investment Advisors, Inc. 0.08% Add +0.1% 4,815 $265K
HFG Advisors, Inc. 0.19% Reduce -9.4% 4,808 $264K
Uniting Wealth Partners, LLC 0.08% Add +7.1% 4,807 $264K
Manske Wealth Management 0.08% Reduce -2.2% 4,802 $264K
Ballast Financial Advisors LLC 0.27% — 4,784 $263K
Annandale Capital, LLC 0.04% Reduce -16.9% 4,780 $263K
North Berkeley Wealth Management, LLC 0.15% New 4,778 $263K
Campion Asset Management 0.18% No change 4,776 $263K
AmeriServ Wealth Advisors 0.15% Reduce -2.4% 4,776 $263K
Swisher Financial Concepts, Inc. 0.15% Add +0.1% 4,774 $263K
Cairn Investment Group, Inc. 0.12% No change 4,768 $262K
Allegiance Financial Group Advisory Services LLC 0.06% Add +20.2% 4,762 $262K
Global Strategic Investment Solutions, LLC 0.03% No change 4,760 $262K
Kelly Financial Services LLC 0.07% No change 4,753 $261K
Innovative Wealth Building LLC 0.19% Add +5.6% 4,749 $261K
WP Advisors, LLC 0.07% Add +0.5% 4,746 $261K
Curat Global, LLC 0.29% Reduce -59.1% 4,745 $261K
First Western Trust Bank 0.01% Reduce -0.4% 4,742 $261K
Dumont & Blake Investment Advisors LLC 0.06% Reduce -9.4% 4,732 $260K
Bensler, LLC 0.03% Reduce -1.0% 4,723 $260K
Canal Capital Management, LLC 0.04% Add +7.2% 4,723 $260K
Northstar Group, Inc. 0.04% Add +2.0% 4,723 $260K
ERn Financial, LLC 0.05% Reduce -3.8% 4,723 $260K
Cottonwood Capital Advisors, LLC 0.18% Add +0.3% 4,719 $260K
GreatBanc Trust CO 0.18% No change 4,719 $260K
CWS Financial Advisors, LLC 0.07% Add +0.4% 4,696 $258K
Wincap Financial LLC 0.18% Reduce -5.0% 4,694 $258K
Strategic Advocates LLC 0.07% Reduce -50.5% 4,665 $258K
Scarborough Advisors, LLC 0.04% Add +68.8% 4,680 $257K
4WEALTH Advisors, Inc. 0.22% Reduce -0.1% 4,678 $257K
CCG Wealth Management, LLC 0.11% Reduce -29.1% 4,677 $257K
Prasad Wealth Partners, LLC 0.07% Add +0.4% 4,668 $257K
5T Wealth, LLC 0.10% No change 4,664 $257K
Heritage Investment Group, Inc. 0.04% New 4,664 $257K
Accelerate Investment Advisors LLC 0.17% Add +0.5% 4,660 $256K
Eagle Wealth Advisors LLC 0.22% — 4,658 $256K
Calydon Capital 0.04% No change 4,648 $256K
Creekside Partners 0.11% No change 4,647 $256K
Lifeworks Advisors, LLC 0.03% New 4,644 $255K
Phocas Financial Corp. 0.03% No change 4,640 $255K
Watershed Private Wealth LLC 0.08% New 4,639 $255K
Center for Financial Planning, Inc. 0.03% Reduce -6.1% 4,637 $255K
Berkshire Money Management, Inc. 0.02% New 4,637 $255K
Capstone Financial Advisors, Inc. 0.01% Add +0.6% 4,637 $255K
Lexington Hill Partners, LLC 0.19% — 4,624 $254K
Panoramic Capital Partners, LLC 0.16% Add +1.5% 4,618 $254K
Wealth Advisory Solutions, LLC 0.06% Reduce -10.7% 4,609 $254K
All Terrain Financial Advisors, LLC 0.08% No change 4,600 $253K
Disciplined Investments, LLC 0.10% Add +0.0% 4,596 $253K
Quantum Portfolio Management LLC 0.11% Reduce -29.8% 4,591 $253K
Matrix Private Capital Group LLC 0.13% No change 4,589 $252K
Riverview Capital Advisers, LLC 0.08% Reduce -2.1% 4,586 $252K
VanderPol Investments L.L.C. 0.48% Add +0.1% 4,585 $252K
Twelve Points Wealth Management LLC 0.06% Add +2.0% 4,503 $251K
LFA - Lugano Financial Advisors SA 0.13% No change 4,571 $251K
Total Clarity Wealth Management, Inc. 0.06% Add +2.9% 4,565 $251K
Summit Wealth Group, LLC 0.06% Add +9.1% 4,549 $250K
Signature Wealth Management Partners, LLC 0.12% No change 4,542 $250K
Core Wealth Advisors, Inc. 0.06% New 4,539 $250K
Collar Capital Management, LLC 0.17% Reduce -8.1% 4,530 $249K
Arrowroot Family Office, LLC 0.09% New 4,525 $249K
Claris Financial LLC 0.13% Add +0.4% 4,521 $249K
Tripletail Wealth Management, LLC 0.31% No change 4,513 $248K
Brendel Financial Advisors LLC 0.12% Add +5.1% 4,508 $248K
San Luis Wealth Advisors LLC 0.04% Reduce -10.0% 4,478 $246K
Eastover Investment Advisors LLC 0.11% No change 4,470 $246K
Founders Capital Management 0.13% Reduce -0.7% 4,470 $246K
Norway Savings Bank 0.11% Add +10.2% 4,443 $244K
Lakeridge Wealth Management LLC 0.11% Add +6.6% 4,440 $244K
Bravias Capital Group, LLC 0.15% Reduce -15.1% 4,430 $244K
Northland Securities, Inc. 0.23% — 4,425 $243K
Richmond Investment Services, LLC 0.04% Add +4.6% 4,420 $243K
Provenance Wealth Advisors, LLC 0.03% Add +2.2% 4,418 $243K
Financial Alternatives, Inc 0.14% No change 4,415 $243K
Holland Advisory Services, Inc. 0.33% Add +0.1% 4,403 $242K
Sand Hill Global Advisors, LLC 0.01% Reduce -57.7% 4,397 $242K
Congress Park Capital LLC 0.07% No change 4,395 $242K
Kotler Kevin 0.18% — 4,392 $242K
Van Diest Capital, LLC 0.36% — 4,390 $241K
RTD Financial Advisors, Inc. 0.03% Add +0.2% 4,388 $241K
MLG Wealth Management DBA Pine Grove Financial Group 0.03% — 4,373 $241K
Smith & Howard Wealth Management, LLC 0.06% No change 4,369 $240K
Burk Holdings LLC 0.11% Reduce -12.7% 4,365 $240K
Taylor Financial Group, Inc. 0.14% No change 4,363 $240K
Pursuit Wealth Strategies, LLC 0.34% — 4,351 $239K
Parkwoods Wealth Partners, LLC 0.07% Add +6.6% 4,351 $239K
Pine Harbor Wealth Management, LLC 0.07% No change 4,349 $239K
Stenger Family Office, LLC 0.05% Add +8.4% 4,346 $239K
Capstone Wealth Management Group LLC 0.14% No change 4,345 $239K
Invst, LLC 0.03% Add +9.9% 4,345 $239K
Mullaney, Keating & Wright, Inc. 0.13% No change 4,338 $239K
Patriot Investment Management Group, Inc. 0.02% Add +0.1% 4,334 $238K
Sightline Wealth Advisors, LLC 0.10% No change 4,332 $238K
Legacy Wealth Advisors, LLC 0.16% — 4,321 $238K
Acorns Advisers, LLC 0.00% Add +4.2% 4,312 $237K
Telos Capital Management, Inc. 0.02% New 4,308 $237K
Bernardo Wealth Planning LLC 0.05% Add +2.7% 4,300 $236K
King Wealth Management Group 0.03% Reduce -4.2% 4,283 $236K
Treasure Coast Financial Planning 0.13% New 4,283 $236K
Commonwealth Financial Services, LLC 0.04% New 4,280 $235K
Fourth Dimension Wealth, LLC 0.09% Reduce -14.2% 4,277 $235K
Centiva Capital, LP 0.01% New 4,273 $235K
Schwarz Dygos Wheeler Investment Advisors LLC 0.05% No change 4,267 $235K
Live Oak Investment Partners 0.14% Add +0.1% 4,265 $235K
Wagner Wealth Management, LLC 0.05% Add +8.5% 4,264 $234K
Nemes Rush Group LLC 0.02% Add +17.9% 4,257 $234K
First County Bank 0.12% Reduce -4.6% 4,255 $234K
Harvest Investment Services, LLC 0.04% Reduce -11.5% 4,252 $234K
Fortis Capital Management LLC 0.03% New 4,250 $234K
Plotkin Financial Advisors, LLC 0.11% No change 4,250 $234K
Ipswich Investment Management Co., Inc. 0.05% No change 4,250 $234K
DE Burlo Group Inc. 0.03% No change 4,248 $234K
Reston Wealth Management LLC 0.07% New 4,244 $233K
YANKCOM Partnership 0.10% Add +21.2% 4,239 $233K
Sandbox Financial Partners, LLC 0.06% Add +0.1% 4,220 $232K
Truepoint, Inc. 0.01% Add +3.0% 4,219 $232K
SageGuard Financial Group, LLC 0.04% — 4,215 $232K
Compass Ion Advisors, LLC 0.02% Add +1.3% 4,210 $232K
Sierra Ocean, LLC 0.19% New 4,204 $231K
Joseph P. Lucia & Associates, LLC 0.08% Add +0.0% 4,201 $231K
Cfo Capital Management LLC 0.17% — 4,200 $231K
Meixler Investment Management, Ltd. 0.14% No change 4,200 $231K
Meritage Portfolio Management 0.02% Reduce -1.8% 4,178 $230K
Palladiem, LLC 0.22% — 4,154 $230K
JMN Financial LLC 0.23% — 4,175 $230K
Hidden Cove Wealth Management, LLC 0.15% Reduce -8.5% 4,174 $230K
Legacy Wealth Partners, LLC 0.06% — 4,168 $229K
AIFG Consultants Ltd. 0.39% Reduce -31.3% 4,164 $229K
Shade Tree Advisors LLC 0.17% New 4,163 $229K
Corrado Advisors, LLC 0.11% Add +0.1% 4,158 $229K
Kaizen Financial Strategies 0.10% Add +0.4% 4,154 $228K
TSA Wealth Managment LLC 0.08% New 4,153 $228K
Permanens Capital L.P. 0.03% Reduce -30.3% 4,149 $228K
Prossimo Advisors, LLC 1.47% Reduce -0.8% 4,141 $228K
Waterford Advisors, LLC 0.09% No change 4,131 $227K
Financial Consulate, Inc. 0.03% Reduce -5.4% 4,126 $227K
Three Magnolias Financial Advisors, LLC 0.14% Reduce -4.6% 4,115 $226K
Encompass Wealth Advisors, LLC 0.08% Reduce -15.2% 4,094 $225K
Roberts Glore & Co. Inc. 0.06% No change 4,090 $225K
Planning Alternatives Ltd. 0.03% New 4,080 $224K
McRae Capital Management Inc. 0.05% No change 4,071 $224K
V. M. Manning & Co., Inc. 0.23% Reduce -13.1% 4,069 $224K
PKS Advisory Services, LLC 0.05% Reduce -0.3% 4,067 $224K
Donaldson Capital Management, LLC 0.01% Reduce -25.4% 4,066 $224K
DecisionMap Wealth Management, LLC 0.14% Add +4.7% 4,061 $223K
Chapman Investment Management, LLC 0.16% Add +0.0% 4,059 $223K
Oregon Pacific Wealth Management, LLC 0.23% Reduce -3.4% 4,057 $223K
August Group Capital Ltd 0.25% — 4,050 $223K
Tenzing Financial LLC 0.18% — 4,049 $223K
Satovsky Asset Management LLC 0.04% Add +0.5% 4,042 $222K
Everest Private Wealth 0.12% Reduce -3.3% 4,037 $222K
Cannon Advisors, Inc. 0.16% No change 4,222 $222K
Fidelity D & D Bancorp Inc. 0.10% Reduce -8.8% 4,026 $221K
Plante Moran Financial Advisors, LLC 0.01% Reduce -32.9% 4,025 $221K
Schneider Downs Wealth Management Advisors, LP 0.02% Add +3.2% 4,014 $221K
Scissortail Wealth Management, LLC 0.05% Add +0.1% 4,012 $221K
Grant Street Asset Management, Inc. 0.04% Reduce -1.1% 4,006 $220K
A. D. Beadell Investment Counsel, Inc. 0.14% No change 4,000 $220K
Lorne Steinberg Wealth Management Inc. 0.05% New 3,991 $220K
Hoese & Co LLP 0.16% Reduce -12.8% 3,985 $219K
Value Investment Professionals, LLC 0.23% — 3,983 $219K
Innova Wealth Partners 0.11% New 3,969 $218K
True Vision MN LLC 0.11% New 3,968 $218K
Vista Investment Partners Ii, LLC 0.09% Reduce -4.6% 3,955 $218K
Tidemark, LLC 0.06% Add +12.2% 3,950 $217K
Highland Financial Advisors, LLC 0.06% New 3,945 $217K
Kaydan Wealth Management, Inc. 0.06% No change 3,939 $217K
Capital Square, LLC 0.11% New 3,936 $216K
One Day In July LLC 0.02% New 3,936 $216K
RIA Advisory Group LLC 0.05% Reduce -3.6% 3,932 $216K
FMA Wealth Management, LLC 0.14% No change 3,932 $216K
Winslow Asset Management Inc. 0.04% No change 3,930 $216K
Cabot Wealth Management Inc. 0.02% New 3,921 $216K
Woodley Farra Manion Portfolio Management Inc. 0.01% Reduce -8.0% 3,918 $215K
BG Investment Services, LLC 0.19% Reduce -63.6% 3,910 $215K
Mission Hills Financial Advisory, LLC 0.11% No change 3,903 $215K
Highview Capital Management LLC 0.08% No change 3,900 $215K
GenWealth Group, Inc. 0.04% New 3,740 $214K
Braun-Bostich & Associates Inc. 0.13% New 3,880 $213K
Nicholson Meyer Capital Management, Inc. 0.16% Reduce -11.4% 3,867 $213K
Eads & Heald Wealth Management 0.10% Reduce -8.0% 3,861 $212K
Legacy Trust 0.04% New 3,861 $212K
Old Second National Bank of Aurora 0.04% No change 3,859 $212K
Buck Wealth Strategies, LLC 0.03% Reduce -2.6% 3,854 $212K
Ticino Wealth 0.08% — 3,850 $212K
Barnes Wealth Management Group, Inc 0.11% New 3,845 $212K
Warren Street Wealth Advisors, LLC 0.06% Reduce -12.0% 3,842 $211K
Echo45 Advisors LLC 0.12% New 3,838 $211K
Crusonia Wealth Advisors LLC 0.05% — 3,834 $211K
Harbour Wealth Management Group, Inc. 0.16% — 3,833 $211K
Catalina Capital Group, LLC 0.13% New 3,827 $210K
Moment Partners, LLC 0.04% New 3,826 $210K
Financial Planning Hawaii, Inc. 0.12% — 3,817 $210K
Burns Matteson Capital Management, LLC 0.08% New 3,800 $209K
FNY Investment Advisers, LLC 0.06% New 3,800 $209K
N.E.W. Advisory Services LLC 0.02% Add +1.4% 3,793 $209K
Modus Advisors, LLC 0.05% New 3,784 $208K
Exchange Bank 0.14% Reduce -16.4% 3,782 $208K
Birchcreek Wealth Management, LLC 0.10% New 3,780 $208K
Security Financial Services, INC. 0.03% New 3,770 $207K
Verity Asset Management, Inc. 0.09% New 3,764 $207K
Sharp Wealth Advisory, LLC 0.10% New 3,763 $207K
Royal Harbor Partners, LLC 0.07% New 3,748 $206K
Weil Company, Inc. 0.05% Reduce -25.9% 3,748 $206K
Optima Capital LLC 0.09% New 3,744 $206K
Nordwand Advisors, LLC 0.04% Reduce -9.8% 3,743 $206K
Intesa Sanpaolo Wealth Management 0.04% — 3,741 $206K
21 West Wealth Management LLC 0.19% New 3,731 $205K
Pitcairn Wealth Advisors LLC 0.02% — 3,723 $205K
Aureus Asset Management, LLC 0.01% New 3,722 $205K
Tobias Financial Advisors, Inc. 0.03% Reduce -9.1% 3,720 $205K
Spectrum Planning & Advisory Services Inc. 0.11% New 3,719 $205K
Compton Financial Group, LLC 0.05% New 3,718 $204K
Elite Life Management LLC 0.33% New 3,616 $204K
Golden Road Advisors LLC 0.12% New 3,709 $204K
Insight 2811, Inc. 0.09% New 3,705 $204K
Armbruster Capital Management, Inc. 0.03% New 3,700 $204K
Strategic Financial Services, Inc. 0.01% New 3,597 $203K
Hara Capital LLC 0.11% Reduce -0.4% 3,694 $203K
RFP Financial Group LLC 0.10% Reduce -30.3% 3,691 $203K
Rubicon Advisors, GP 0.19% — 3,685 $203K
Meridian Financial Partners LLC 0.08% New 3,885 $202K
JSF Financial, LLC 0.04% New 3,672 $202K
Cadinha & Co. LLC 0.03% New 3,667 $202K
Spreng Capital Management, Inc. 0.08% New 3,660 $201K
Hilton Head Capital Partners, LLC 0.12% — 3,659 $201K
Intellus Advisors LLC 0.03% Reduce -6.0% 3,656 $201K
Ducere Wealth Management LLC 0.08% — 3,653 $201K
Strive Financial Group ,LLC 0.11% — 3,649 $201K
Thayer Partners, LLC / MA 0.10% — 3,646 $201K
Potentia Wealth 0.07% New 3,644 $200K
Hutchens & Kramer Investment Management Group, LLC 0.07% New 3,640 $200K
WFA of San Diego, LLC 0.15% Add +3.9% 3,623 $199K
Elevation Wealth Partners, LLC 0.07% Add +2.6% 3,558 $196K
Ameriflex Group, Inc. 0.10% Reduce -35.8% 3,489 $192K
Financial Connections Group, Inc. 0.07% No change 3,458 $190K
GGM Financial LLC 0.09% Add +0.5% 3,451 $190K
Game Plan Financial Advisors, LLC 0.08% Add +0.1% 3,410 $188K
Imprint Wealth LLC 0.86% Reduce -43.1% 3,343 $184K
Credit Industriel Et Commercial 0.04% New 3,339 $184K
Redwood Park Advisors LLC 0.12% Add +0.4% 3,289 $181K
Motco 0.02% No change 3,287 $181K
Kemnay Advisory Services Inc. 0.03% New 3,243 $178K
Canton Hathaway, LLC 0.03% No change 3,208 $176K
CoreFirst Bank & Trust 0.09% No change 3,188 $175K
TFC Financial Management, Inc. 0.02% No change 3,128 $172K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Add +5476.8% 3,123 $172K
Legacies Wealth LLC 0.10% No change 3,055 $168K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -28.2% 3,000 $165K
Global Trust Asset Management, LLC 0.06% Reduce -7.7% 2,969 $163K
DV Trading LLC 0.01% — 2,911 $160K
Vinland Capital Management Gestora de Recursos LTDA. 1.93% Reduce -18.9% 2,866 $158K
Consultiva Wealth Management, Corp. 0.44% No change 2,850 $157K
Quattro Advisors LLC 0.12% — 2,841 $156K
Wellington-Altus USA Inc. 0.11% — 2,819 $155K
Mb, Levis & Associates, LLC 0.07% Add +0.4% 2,808 $154K
Westend Capital Management, LLC 0.04% Add +2046.2% 2,790 $153K
Godsey & Gibb, Inc. 0.01% Reduce -5.1% 2,762 $152K
Cornerstone Planning Group LLC 0.02% Reduce -21.6% 2,891 $150K
Bogart Wealth, LLC 0.01% Add +2.5% 2,712 $149K
Centerpoint Advisors, LLC 0.05% Reduce -1.0% 2,699 $148K
SRH Advisors, LLC 0.04% No change 2,681 $147K
eCIO, Inc. 0.07% New 2,671 $147K
Ogorek Anthony Joseph /NY/ 0.04% Reduce -16.1% 2,661 $146K
CDKV Holdings LLC 0.12% — 2,650 $146K
Cresta Advisors, Ltd. 0.06% New 2,647 $146K
Garton & Associates Financial Advisors LLC 0.08% — 2,638 $145K
Covestor Ltd 0.08% Reduce -10.8% 2,635 $145K
BankPlus Trust Department 0.04% No change 2,620 $144K
Sherman Asset Management, Inc. 0.12% No change 2,546 $140K
PeakShares LLC 0.14% — 2,538 $140K
Horizons Wealth Management 0.09% Reduce -0.3% 2,496 $137K
Nalls Sherbakoff Group, LLC 0.10% No change 2,478 $136K
Breakwater Investment Management 0.05% Add +2.0% 2,433 $134K
Bell Investment Advisors, Inc 0.02% Add +27.2% 2,429 $134K
TrustBank 0.06% — 2,418 $133K
Mission Creek Capital Partners, Inc. 0.03% Add +0.0% 20,312 $133K
Adkins Seale Capital Management LLC 0.13% — 2,400 $132K
Corsicana & Co. 0.07% No change 2,271 $125K
Beaird Harris Wealth Management, LLC 0.01% Reduce -14.8% 2,263 $124K
Truvestments Capital LLC 0.02% Add +0.1% 2,209 $122K
American Wealth Advisors, LLC 0.12% Add +0.2% 2,196 $121K
DiNuzzo Private Wealth, Inc. 0.01% Reduce -1.5% 2,183 $120K
Pioneer Family Office, LLC 0.08% — 2,170 $119K
Wilkerson Advisory Group LLC 0.04% — 2,153 $118K
Darwin Wealth Management, LLC 0.04% Add +0.2% 2,135 $117K
Dagco, Inc. 0.03% Add +0.1% 2,130 $117K
Quarry LP 0.02% New 2,112 $116K
CNB Bank 0.05% Reduce -1.3% 2,111 $116K
Banque de Luxembourg S.A. 0.05% New 2,105 $116K
Rowlandmiller & Partners.adv 0.02% New 2,092 $115K
1 North Wealth Services LLC 0.04% No change 2,089 $115K
Tacita Capital Inc 0.07% No change 2,073 $114K
Avion Wealth 0.02% Reduce -2.1% 2,088 $114K
First Pacific Financial 0.01% Add +0.1% 2,070 $114K
RAM Investment Partners, LLC 0.02% New 2,060 $113K
S&T Bank 0.04% Add +3.5% 2,022 $111K
Roxbury Financial LLC 0.10% Reduce -8.6% 2,019 $111K
Bravera Wealth 0.06% — 2,016 $111K
Bfsg, LLC 0.01% No change 2,007 $110K
Pandora Wealth, Inc. 0.07% No change 2,000 $110K
Align Financial, LLC 0.06% — 110,000 $110K
Trust Co 0.01% Add +32.0% 1,982 $109K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.08% — 1,980 $109K
Signature Resources Capital Management, LLC 0.05% Add +3.8% 1,936 $106K
Murphy & Mullick Capital Management Corp 0.08% Reduce -25.2% 1,925 $106K
Basepoint Wealth LLC 0.06% New 1,921 $106K
Smallwood Wealth Investment Management, LLC 0.05% Add +18.8% 1,892 $104K
DHJJ Financial Advisors, Ltd. 0.03% No change 1,888 $104K
Financial Network Wealth Advisors LLC 0.11% Reduce -0.6% 1,882 $104K
TD Capital Management LLC 0.01% Add +0.3% 1,826 $100K
Daytona Street Capital LLC 0.08% — 1,817 $100K
Hurley Capital, LLC 0.06% Add +12.0% 1,811 $100K
Mark Sheptoff Financial Planning, LLC 0.05% Add +109.0% 1,802 $99K
Curio Wealth, LLC 0.03% Add +42125.0% 1,689 $95K
Wellington Shields & Co., LLC 0.02% No change 1,727 $95K
Manitou Investment Management Ltd. 0.02% No change 1,725 $95K
Winch Advisory Services, LLC 0.02% Add +0.5% 1,722 $95K
Birchwood Financial Partners, Inc. 0.09% — 1,709 $94K
Prudent Man Investment Management, Inc. 0.03% Add +6.7% 1,685 $93K
Pittenger & Anderson Inc. 0.00% No change 1,676 $92K
Birchbrook, Inc. 0.05% Add +5.7% 1,657 $91K
Entrust Financial LLC 0.07% — 1,642 $90K
True Wealth Design, LLC 0.03% Add +4.7% 1,576 $87K
Wealth Watch Advisors, INC 0.03% Reduce -5.2% 1,558 $86K
Peck Wealth Management, LLC 0.08% No change 1,550 $85K
Cornerstone Financial Management LLC 0.08% — 1,550 $85K
Beacon Financial Strategies CORP 0.05% New 1,519 $84K
Signature Equity Partners, LLC 0.05% — 1,517 $83K
Sankala Group LLC 0.07% — 1,654 $82K
Timmons Wealth Management, LLC 0.08% — 1,489 $82K
BOK Financial Private Wealth, Inc. 0.01% Reduce -9.1% 1,487 $82K
Ares Financial Consulting, LLC 0.08% — 1,477 $81K
OAKMONT Corp 0.01% No change 1,455 $80K
Howard Hughes Medical Institute 0.05% Reduce -1.0% 1,449 $80K
Valued Wealth Advisors LLC 0.03% Add +5.1% 1,430 $79K
Moisand Fitzgerald Tamayo, LLC 0.01% Add +0.1% 1,429 $79K
Financial Freedom, LLC 0.04% Add +0.2% 1,397 $77K
Olistico Wealth, LLC 0.04% New 1,393 $77K
Meeder Asset Management Inc. 0.00% Reduce -5.7% 1,365 $75K
Triumph Capital Management 0.02% New 1,359 $75K
NFSG Corp 0.01% Add +60.5% 1,347 $74K
Broadwater Capital Management LLC 0.05% No change 1,332 $73K
IFC & Insurance Marketing, Inc. 0.07% — 1,305 $72K
High Note Wealth, LLC 0.01% Add +31.3% 1,295 $71K
Jessup Wealth Management, Inc 0.02% New 1,282 $71K
United Financial Planning Group LLC 0.04% No change 1,278 $70K
Wiser Advisor Group LLC 0.08% Add +145.5% 1,274 $70K
Balentine LLC 0.00% Add +2.6% 1,268 $70K
Kilter Group LLC 0.03% Add +55.0% 1,265 $70K
1015 Capital Partners, LLC 0.07% — 1,261 $69K
LOM Asset Management Ltd 0.02% No change 1,250 $69K
McGuire Capital Advisors Inc. 0.04% — 1,247 $69K
Country Trust Bank 0.00% Reduce -32.9% 1,226 $67K
Aspect Partners, LLC 0.03% Reduce -14.6% 1,215 $67K
Obsidian Cio, LLC 0.10% Reduce -91.2% 1,214 $67K
Cranbrook Wealth Management, LLC 0.01% No change 1,196 $66K
Loomis Sayles & Co. L P 0.00% Reduce -3.6% 1,193 $66K
Noble Wealth Management PBC 0.03% Add +8.4% 1,187 $65K
Purpose Unlimited Inc. 0.00% — 1,180 $65K
Measured Wealth Private Client Group, LLC 0.02% Reduce -60.8% 1,161 $64K
Proathlete Wealth Management LLC 0.02% Add +129.7% 1,151 $63K
POM Investment Strategies, LLC 0.03% Add +12.1% 1,128 $62K
Advantage Trust Co 0.03% Reduce -50.0% 1,125 $62K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 1,100 $61K
HighMark Wealth Management LLC 0.02% Add +1.5% 1,109 $61K
Dogwood Wealth Management LLC 0.03% Add +16.1% 1,101 $61K
Commonwealth Retirement Investments LLC 0.02% New 1,088 $60K
Davis Capital Management 0.04% No change 1,077 $59K
Quest 10 Wealth Builders, Inc. 0.05% Reduce -4.0% 1,077 $59K
Atlantic Private Wealth, LLC 0.04% Add +295.9% 1,057 $58K
Litman Gregory Wealth Management LLC 0.00% New 1,055 $58K
High Point Wealth Management, LLC 0.05% — 1,026 $56K
Perkins Coie Trust Co 0.01% No change 1,017 $56K
Acumen Wealth Advisors, LLC 0.02% — 1,013 $56K
Sunrise Financial Services, LLC 0.04% — 1,005 $55K
Western Pacific Wealth Management, LP 0.05% No change 1,003 $55K
Minot DeBlois Advisors LLC 0.05% No change 1,000 $55K
First Community Trust NA 0.04% No change 1,000 $55K
Estate Planners Group, LLC 0.02% — 986 $54K
VSM Wealth Advisory, LLC 0.02% Reduce -0.9% 972 $53K
Vision Retirement, LLC 0.01% — 944 $52K
Retirement Wealth Solutions LLC 0.03% No change 942 $52K
LM Advisors LLC 0.20% Reduce -93.2% 2,775 $50K
Camelot Portfolios, LLC 0.03% New 917 $50K
Sarver Vrooman Wealth Advisors 0.03% Reduce -2.5% 914 $50K
Fortis Group Advisors, LLC 0.01% No change 914 $50K
Rakuten Securities, Inc. 0.02% Add +216.7% 893 $49K
Osterweis Capital Management Inc. 0.00% Add +24.2% 878 $48K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -33.3% 862 $47K
Marquette Asset Management, LLC 0.01% Add +43.2% 842 $46K
Raffa Wealth Management, LLC 0.01% Add +12.8% 840 $46K
Red Tortoise LLC 0.02% No change 830 $46K
KERR FINANCIAL PLANNING Corp 0.06% Add +0.2% 828 $45K
Hughes Financial Services, LLC 0.01% Add +1.7% 824 $45K
Swiss Re Ltd. 0.00% — 823 $45K
Penserra Capital Management LLC 0.00% Add +34.6% 828 $45K
Highline Wealth Partners LLC 0.01% Add +4.4% 801 $44K
Ankerstar Wealth, LLC 0.04% — 800 $44K
Stephens Consulting, LLC 0.01% Add +36.8% 800 $44K
Bare Financial Services, Inc 0.01% Add +10.5% 800 $44K
Robinswood Financial LLC 0.01% Add +0.4% 798 $44K
Spurstone Advisory Services, LLC 0.67% No change 780 $43K
Tanglewood Legacy Advisors, LLC 0.02% No change 775 $43K
Granite FO LLC 0.02% No change 772 $42K
Paladin Partners, LLC 0.03% — 763 $42K
Key Capital Management, INC 0.04% — 745 $41K
Rialto Wealth Management, LLC 0.01% Reduce -60.3% 745 $41K
Aventus Investment Advisors, Inc. 0.03% No change 740 $41K
Valor Advisors LLC 0.03% — 733 $40K
MPWM Advisory Solutions, LLC 0.02% Add +60.8% 730 $40K
Mascoma Wealth Management LLC 0.01% Add +12.5% 728 $40K
Cedar Mountain Advisors, LLC 0.01% Add +0.1% 720 $40K
Marshall & Sterling Wealth Advisors Inc. 0.03% Reduce -65.0% 719 $40K
Peoples Financial Services Corp. 0.02% No change 708 $39K
Acima Private Wealth, LLC 0.01% No change 706 $39K
Atomic Invest LLC 0.02% — 698 $39K
Financial Gravity Asset Management, Inc. 0.01% Reduce -76.5% 697 $38K
FWL Investment Management, LLC 0.01% New 696 $38K
Horrell Capital Management, Inc. 0.02% No change 690 $38K
Front Row Advisors LLC 0.01% No change 690 $38K
Gilpin Wealth Management, LLC 0.03% — 662 $36K
Coston, McIsaac & Partners 0.01% Add +90.2% 662 $36K
GPS Wealth Strategies Group, LLC 0.03% Reduce -69.2% 645 $35K
Quaker Wealth Management, LLC 0.01% Add +22.2% 639 $35K
Morgan Dempsey Capital Management LLC 0.02% No change 635 $35K
1248 Management, LLC 0.02% No change 632 $35K
HFM Investment Advisors, LLC 0.01% Add +566.0% 626 $34K
CGC Financial Services, LLC 0.01% No change 610 $34K
Mountain Hill Investment Partners Corp. 0.02% No change 600 $33K
Dynamic Wealth Strategies, LLC 0.02% No change 600 $33K
Richardson Capital Management LLC 0.02% No change 600 $33K
RMG Wealth Management LLC 0.00% Add +6.5% 626 $33K
Wealth Preservation Advisors, LLC 0.02% Reduce -1.5% 588 $32K
Joseph Group Capital Management 0.01% New 587 $32K
Collier Financial 0.02% Reduce -0.2% 584 $32K
Graney & King, LLC 0.02% No change 567 $31K
Park Square Financial Group, LLC 0.18% Add +17.9% 698 $31K
CrossGen Wealth, LLC 0.03% — 550 $30K
Kennebec Savings Bank 0.03% No change 550 $30K
Steph & Co. 0.01% No change 548 $30K
Bernard Wealth Management Corp. 0.01% No change 538 $30K
Nova Wealth Management, Inc. 0.02% No change 529 $29K
Vermillion & White Wealth Management Group, LLC 0.02% Add +0.4% 518 $29K
Legacy Bridge, LLC 0.01% Add +182.3% 511 $28K
GS Investments, Inc. 0.02% No change 510 $28K
Bay Harbor Wealth Management, LLC 0.01% Add +43.1% 501 $28K
Financially Speaking Inc 0.02% Add +0.4% 499 $27K
West Financial Advisors, LLC 0.00% No change 497 $27K
Beutel, Goodman & Co Ltd. 0.00% No change 500 $27K
Clarity Asset Management, Inc. 0.01% Add +0.4% 475 $26K
Abound Financial, LLC 0.01% New 473 $26K
MJT & Associates Financial Advisory Group, Inc. 0.02% No change 460 $25K
Walsh & Associates, LLC 0.02% — 450 $25K
WealthCollab, LLC 0.01% No change 437 $24K
Strategic Wealth Advisors LLC 0.02% — 449 $24K
New England Capital Financial Advisors LLC 0.01% Add +0.2% 426 $23K
Ascentis Wealth Management, LLC 0.01% New 415 $23K
Reyes Financial Architecture, Inc. 0.01% No change 400 $22K
Robbins Farley 0.01% No change 400 $22K
Global Wealth Strategies & Associates 0.01% New 400 $22K
Valley Wealth Managers, Inc. 0.00% No change 392 $22K
JDM Financial Group LLC 0.01% Add +177.0% 374 $21K
Glass Jacobson Investment Advisors llc 0.01% Reduce -30.2% 367 $20K
Clayton Financial Group LLC 0.01% New 344 $19K
Principia Wealth Advisory, LLC 0.01% Add +25.7% 342 $19K
Transce3nd, LLC 0.15% Reduce -0.3% 348 $18K
Motiv8 Investments LLC 0.01% New 323 $18K
Stone House Investment Management, LLC 0.00% Add +4.8% 325 $18K
Turning Point Benefit Group, Inc. 0.01% Add +357.1% 320 $18K
DecisionPoint Financial, LLC 0.00% Add +1035.7% 318 $17K
Friedenthal Financial 0.01% No change 317 $17K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -92.2% 315 $17K
Legacy Wealth Managment, LLC 0.01% Add +4257.1% 305 $17K
Westfuller Advisors, LLC 0.01% Add +0.7% 288 $16K
Caitlin John, LLC 0.01% Add +253.1% 286 $16K
MilWealth Group LLC 0.00% No change 270 $15K
Greenline Wealth Management LLC 0.02% — 266 $15K
Merrithew & Thorsten Inc 0.01% — 264 $14K
Kohmann Bosshard Financial Services, LLC 0.00% New 250 $14K
IFS Advisors, LLC 0.01% No change 249 $14K
PayPay Securities Corp 0.36% Add +65.4% 225 $12K
WestEnd Advisors, LLC 0.00% Add +42.3% 222 $12K
Vermillion Wealth Management, Inc. 0.01% No change 220 $12K
Horizon Financial Services, LLC 0.01% Reduce -5.6% 219 $12K
Vision Financial Markets LLC 0.01% No change 219 $12K
Harbor Asset Planning, Inc. 0.01% No change 218 $12K
Fairman Group, LLC 0.01% No change 215 $12K
1620 Investment Advisors, Inc. 0.01% No change 215 $12K
Lloyd Advisory Services, LLC. 0.00% New 212 $12K
Essential Investment Partners LLC 0.01% — 200 $11K
Twin Lakes Capital Management, LLC 0.00% No change 200 $11K
Roble, Belko & Company, Inc 0.00% New 200 $11K
Winnacle Wealth LLC 0.01% Reduce -19.4% 199 $11K
Comprehensive Financial Planning, Inc. 0.01% Add +47.4% 199 $11K
Frazier Financial Advisors, LLC 0.01% Reduce -19.8% 199 $11K
Anfield Capital Management, LLC 0.00% Add +254.6% 195 $11K
Team Financial Group, LLC 0.00% Add +0.5% 194 $11K
Cedar Wealth Management, LLC 0.00% No change 191 $11K
E Fund Management (Hong Kong) Co., Ltd. 0.00% Reduce -88.6% 188 $10K
Cherry Tree Wealth Management, LLC 0.00% Reduce -38.3% 179 $10K
LGT Financial Advisors LLC 0.06% No change 176 $10K
Atlas Capital Advisors Inc. 0.00% — 175 $10K
Luken Investment Analytics, LLC 0.00% New 170 $9K
ESL Trust Services, LLC 0.00% No change 160 $9K
Inlight Wealth Management, LLC 0.00% Reduce -58.7% 159 $9K
Elequin Capital, LP 0.00% New 139 $8K
Decker Retirement Planning Inc. 0.00% No change 137 $8K
IAG Wealth Partners, LLC 0.00% No change 133 $7K
Fairway Wealth LLC 0.00% New 116 $6K
Evolution Advisers, Inc. 0.00% No change 125 $6K
SWAN Capital LLC 0.00% Reduce -15.5% 109 $6K
ROSS\JOHNSON & Associates LLC 0.11% No change 108 $6K
Blueline Advisors LLC 0.00% — 100 $6K
TOWER TRUST & INVESTMENT Co 0.00% No change 100 $6K
Merited Wealth, LLC 0.00% — 94 $5K
Kingdom Financial Group LLC. 0.00% New 94 $5K
Costello Asset Management, INC 0.00% Reduce -55.3% 81 $4K
PFS Partners, LLC 0.00% Add +2.6% 78 $4K
Benson Wealth Management INC 0.00% — 69 $4K
Redmont Wealth Advisors LLC 0.01% No change 60 $3K
Navigoe, LLC 0.00% No change 70 $3K
Seneschal Advisors, LLC 0.00% Reduce -88.7% 51 $3K
Cypress Capital Management LLC (WY) 0.00% No change 50 $3K
Whipplewood Advisors, LLC 0.00% New 49 $3K
Luminist Capital LLC 0.00% New 40 $2K
Networth Advisors, LLC 0.00% — 35 $2K
Delos Wealth Advisors, LLC 0.00% No change 33 $2K
NorthAvenue LLC 0.00% — 30 $2K
Osbon Capital Management LLC 0.00% — 15 $825
Arcadia Investment Management Corp. 0.00% New 9 $495
Caitong International Asset Management Co., Ltd 0.00% New 7 $385
Eq Wealth Advisors, LLC 0.00% New 4 $223

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