Berkshire Hathaway Inc. Class BBRK.B

13F holders, Q1 2024 (March 31)
3,993holders
22famous investors
$419.37avg. 13F price*

At the end of Q1 2024, 3,993 institutions reported holding Berkshire Hathaway Inc. Class B (BRK.B) in their 13F filings. The largest holders were Vanguard Group Inc. ($61.6B), BlackRock Inc. ($45.2B) and State Street Corp. ($29.2B). 22 famous investors held it, including Guy Spier (22.6% of Aquamarine Capital (Aquamarine Zurich)'s portfolio), Chris Bloomstran (17.8% of Semper Augustus Investments's portfolio) and Li Lu (16.7% of Himalaya Capital Management's portfolio).

Company
Berkshire Hathaway Inc. Class B
CUSIP
084670702
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,0005,000 Q1 2024: 3,993Q1 2024Q2 2024: 4,028Q2 2024Q3 2024: 4,102Q3 2024Q4 2024: 4,511Q4 2024Q1 2025: 4,555Q1 2025Q2 2025: 4,583Q2 2025Q3 2025: 4,580Q3 2025Q4 2025: 4,895Q4 2025Q1 2026: 4,881Q1 2026Q2 2026: 4,923Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions175$876.5M
Exits97$529.3M

Ownership 3,993 holders

Vanguard Group Inc. 1.22% Add +0.7% 146,553,103 $61.6B
BlackRock Inc. 1.06% Add +2.2% 107,507,249 $45.2B
State Street Corp. 1.31% Add +0.3% 69,513,796 $29.2B
Geode Capital Management, LLC 1.37% Add +3.4% 35,325,824 $14.8B
Morgan Stanley 0.82% Add +4.0% 24,315,333 $10.2B
Gates Foundation Trust 15.87% Reduce -13.1% 17,303,097 $7.3B
Northern Trust Corp. 1.14% Reduce -3.7% 15,713,621 $6.6B
Bank of New York Mellon Corp 1.04% Reduce -3.6% 12,829,511 $5.4B
Norges Bank 0.72% Reduce -5.5% 10,852,762 $4.6B
T. Rowe Price Associates Inc. 0.56% Reduce -3.1% 10,811,372 $4.5B
FMR LLC 0.30% Add +4.0% 10,706,052 $4.5B
JPMorgan Chase & Co. 0.39% Add +3.2% 10,469,854 $4.4B
Charles Schwab Investment Management Inc. 0.99% Add +1.0% 10,246,185 $4.3B
Bank of America Corp. 0.41% Add +9.2% 9,958,855 $4.2B
Royal Bank of Canada 1.01% Reduce -1.9% 9,860,501 $4.1B
Goldman Sachs Group Inc. 0.66% Reduce -4.5% 7,499,610 $3.2B
Dimensional Fund Advisors LP 0.83% Add +0.5% 7,267,415 $3.1B
Barclays PLC 1.32% Add +12.6% 6,932,091 $2.9B
Legal & General Group Plc 0.81% Reduce -1.4% 6,727,905 $2.8B
Nuveen Asset Management, LLC 0.79% Add +0.1% 6,358,162 $2.7B
Flossbach Von Storch SE 9.83% Reduce -5.9% 5,358,401 $2.3B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.76% Add +3.1% 5,053,218 $2.1B
California Public Employees Retirement System 1.47% Reduce -1.1% 4,979,128 $2.1B
Wells Fargo & Company 0.54% Add +2.1% 4,872,423 $2.0B
UBS Group AG 0.67% Add +32.2% 4,850,479 $2.0B
Invesco Ltd. 0.38% Add +1.7% 4,156,735 $1.7B
H&H International Investment 12.12% Reduce -13.8% 4,092,200 $1.7B
Swiss National Bank 1.16% Reduce -4.0% 3,925,605 $1.7B
Alliancebernstein L.P. 0.53% Reduce -9.6% 3,542,254 $1.5B
HSBC Holdings PLC 1.06% Add +16.6% 3,534,849 $1.5B
Rhumbline Advisers 1.29% Reduce -2.0% 3,192,339 $1.3B
Sumitomo Mitsui Trust Group, Inc. 0.91% Add +0.1% 3,148,185 $1.3B
Neuberger Berman Group LLC 1.05% Reduce -8.0% 3,031,255 $1.3B
Assenagon Asset Management S.A. 3.20% Add +8.7% 2,870,276 $1.2B
Artisan Partners Limited Partnership 1.72% Reduce -0.0% 2,811,673 $1.2B
Bank of Montreal 0.37% Reduce -9.7% 2,782,467 $1.2B
Boston Partners 1.37% Add +1.0% 2,741,632 $1.2B
Deutsche Bank AG 0.53% Reduce -1.1% 2,691,118 $1.1B
Creative Planning 1.25% Add +0.4% 2,675,840 $1.1B
Raymond James & Associates 0.69% Reduce -0.3% 2,435,155 $1.0B
New York State Common Retirement Fund 1.35% Reduce -2.0% 2,425,678 $1.0B
Baird Financial Group, Inc. 1.99% Add +2.4% 2,251,395 $946.8M
Principal Financial Group Inc. 0.54% Add +0.6% 2,201,987 $926.0M
California State Teachers Retirement System 1.16% Reduce -0.9% 2,185,766 $919.2M
HighTower Advisors, LLC 1.48% Reduce -16.0% 2,173,351 $913.8M
LPL Financial LLC 0.48% Add +5.4% 2,123,191 $892.8M
Manufacturers Life Insurance Company, The 0.81% Reduce -11.8% 2,074,067 $872.2M
Prudential Financial Inc. 1.22% Reduce -3.4% 2,058,619 $865.7M
Corient Private Wealth LP 1.51% Reduce -0.1% 2,023,269 $849.2M
Amundi 0.36% Reduce -0.8% 2,088,585 $835.2M
First Manhattan Co. Llc. 2.70% Reduce -2.3% 1,978,894 $832.2M
Capital Research Global Investors 0.19% Add +0.0% 1,958,587 $823.6M
Rothschild & Co Wealth Management UK Ltd 13.59% Add +0.1% 1,949,804 $819.9M
National Pension Service 0.98% Add +1.9% 1,940,408 $816.0M
Swedbank AB 1.14% Reduce -3.7% 1,927,123 $810.4M
Mitsubishi UFJ Asset Management Co., Ltd. 1.09% Add +20.8% 1,879,383 $790.3M
Ameriprise Financial Inc. 0.21% Reduce -5.2% 1,842,393 $774.8M
New York State Teachers Retirement System 1.60% Reduce -2.8% 1,826,081 $767.9M
Brown Brothers Harriman & Co. 5.88% Reduce -2.4% 1,819,374 $765.1M
Adage Capital Partners Gp, L.L.C. 1.44% Reduce -3.0% 1,806,692 $759.8M
Wellington Management Group LLP 0.13% Reduce -26.6% 1,697,807 $714.0M
Commonwealth Equity Services, LLC 1.15% Add +3.6% 1,649,473 $693.6M
Markel Group 6.35% No change 1,531,971 $644.2M
London Co. of Virginia 3.28% Reduce -3.1% 1,482,621 $623.5M
Chevy Chase Trust Holdings, LLC 2.02% Reduce -0.9% 1,466,542 $616.7M
Gardner Russo & Quinn 6.32% Reduce -6.7% 1,464,531 $615.9M
Canada Pension Plan Investment Board 0.63% Add +60.8% 1,433,626 $602.9M
State Board of Administration of Florida Retirement System 1.41% Add +2.8% 1,945,691 $600.8M
Citigroup Inc. 0.63% Add +3.5% 1,382,141 $581.2M
BNP Paribas Financial Markets 0.72% Add +3.2% 1,372,819 $577.3M
Raymond James Financial Services Advisors, Inc. 0.83% Reduce -0.5% 1,331,558 $559.9M
Credit Suisse AG/ 0.54% Reduce -2.4% 1,324,494 $557.0M
CANADA LIFE ASSURANCE Co 1.07% Reduce -0.8% 1,260,780 $530.7M
Envestnet Asset Management Inc. 0.19% Add +2.0% 1,224,572 $515.0M
Brown Advisory Inc. 0.68% Add +1.6% 1,209,812 $508.8M
Check Capital Management Inc. 37.09% Reduce -13.7% 1,203,380 $506.0M
Ensign Peak Advisors, Inc 0.88% Reduce -7.6% 1,144,235 $481.2M
PNC Financial Services Group, Inc. 0.32% Add +1.8% 1,106,873 $465.5M
Toronto Dominion Bank 0.73% Reduce -5.7% 1,101,249 $463.1M
APG Asset Management N.V. 0.79% Add +3.9% 1,164,733 $453.5M
Korea Investment CORP 1.14% Reduce -4.4% 1,072,037 $450.8M
FIL Ltd 0.44% Reduce -1.9% 1,055,506 $443.9M
Voya Investment Management LLC 0.49% Reduce -2.4% 1,038,071 $436.5M
Franklin Resources Inc. 0.14% Add +34.6% 1,032,130 $434.0M
Osaic Holdings, Inc. 0.95% Reduce -7.1% 1,009,573 $424.5M
Tetrad Corp. 81.55% No change 1,000,000 $420.5M
Royal London Asset Management Ltd. 1.03% Add +0.1% 986,124 $414.7M
Mariner, LLC 0.85% Reduce -0.2% 977,397 $411.0M
Stifel Financial Corp. 0.45% Add +4.0% 943,680 $396.8M
Mesirow Financial Investment Management, Inc. 8.88% Add +54.5% 928,378 $390.4M
Rathbones Group PLC 2.23% Reduce -0.5% 919,382 $386.6M
National Bank of Canada 0.65% Reduce -14.0% 917,848 $378.1M
Douglass Winthrop Advisors, LLC 7.77% Reduce -0.3% 897,806 $377.5M
Himalaya Capital Management 16.70% No change 897,749 $377.5M
Public Employees Retirement System of Ohio 1.47% Reduce -5.1% 893,528 $375.7M
Danske Bank A/S 1.15% — 870,085 $365.9M
Treasurer of the State of North Carolina 1.55% Add +0.2% 840,554 $353.5M
Susquehanna International Group, LLP 0.53% Add +54.6% 825,129 $347.0M
Davis Selected Advisers 1.91% Reduce -26.3% 809,942 $340.6M
Retirement Systems of Alabama 1.31% Reduce -4.5% 808,315 $339.9M
Fort Washington Investment Advisors Inc. 2.17% Reduce -6.0% 800,394 $336.6M
Fiduciary Management Inc. 2.97% Reduce -6.2% 792,966 $333.5M
Mackenzie Financial Corp. 0.48% Reduce -3.4% 788,307 $331.5M
Schroder Investment Management Group 0.39% Add +41.2% 775,428 $326.1M
Truist Financial Corp. 0.49% Reduce -0.5% 771,494 $324.4M
Caisse de depot et placement du Quebec 0.78% Reduce -7.3% 771,089 $324.3M
Clearbridge Investments, LLC 0.26% Reduce -3.3% 765,763 $322.0M
Bessemer Group Inc. 0.58% Reduce -3.9% 764,827 $321.6M
State of Wisconsin Investment Board 0.85% Reduce -5.0% 764,252 $321.4M
TD Asset Management Inc 0.30% Reduce -3.2% 758,473 $319.0M
AQR Capital Management 0.54% Add +2.5% 751,272 $315.9M
State of New Jersey Common Pension Fund D 0.95% Add +1.5% 750,794 $315.7M
US Bancorp \de 0.44% Reduce -0.6% 742,285 $312.1M
Mitsubishi UFJ Trust & Banking Corp 0.71% Reduce -5.0% 737,810 $310.3M
Wealth Enhancement Advisory Services, LLC 0.79% Add +7.3% 728,792 $306.5M
State of Tennessee, Department of Treasury 1.13% Reduce -1.6% 724,823 $304.8M
Hudson Bay Capital Management LP 3.03% Reduce -44.6% 718,000 $301.9M
Everett Harris & Co. 3.92% Reduce -0.5% 701,976 $295.2M
Captrust Financial Advisors 1.08% Add +12.5% 919,430 $293.8M
Cibc World Market Inc. 0.75% Add +10.0% 696,214 $292.8M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.18% Reduce -12.6% 689,753 $290.1M
Natixis Advisors, LLC 0.66% Add +7.0% 680,802 $286.3M
Yacktman Asset Management 2.56% Reduce -1.1% 676,582 $284.5M
Russell Investments Group, Ltd. 0.44% Add +6.9% 658,537 $276.8M
Ossiam 4.84% Add +11.4% 656,974 $276.3M
Cetera Investment Advisers 0.64% Add +572.3% 643,681 $270.7M
Rafferty Asset Management, LLC 1.00% Reduce -0.8% 639,976 $269.1M
Cambridge Investment Research Advisors, Inc. 1.01% Add +2.2% 627,122 $263.7M
Bank of Nova Scotia 0.53% Add +16.2% 618,888 $260.3M
Aberdeen Group plc 0.51% Reduce -1.6% 613,581 $258.0M
STRS Ohio 1.02% Reduce -5.1% 606,047 $254.9M
DekaBank Deutsche Girozentrale 0.47% Add +2.9% 608,915 $253.9M
ACR Alpine Capital Research, LLC 7.63% Reduce -0.7% 598,662 $251.7M
Aviva PLC 0.85% Add +0.5% 593,602 $249.6M
Metropolis Capital Ltd 8.91% Reduce -19.8% 591,538 $248.8M
American Century Companies Inc. 0.16% Reduce -28.0% 588,258 $247.4M
Nordea Investment Management AB 0.29% Add +25.1% 591,239 $246.5M
Pictet Asset Management Holding SA 0.27% Reduce -11.8% 580,717 $244.2M
SWF LLC 88.42% No change 575,987 $242.2M
Scharf Investments, LLC 6.54% Reduce -7.4% 574,224 $241.5M
Los Angeles Capital Management LLC 0.81% Reduce -38.8% 561,866 $236.3M
Barr E S & Co. 15.16% Reduce -3.4% 553,016 $232.6M
Cerity Partners LLC 0.60% Reduce -52.1% 545,946 $228.0M
Greylin Investment Management, Inc 38.44% Reduce -6.3% 539,279 $226.8M
DAVENPORT & Co LLC 1.38% Reduce -26.1% 528,317 $221.6M
Northwestern Mutual Wealth Management Co. 0.23% Add +0.5% 520,958 $219.1M
Vaughan Nelson Investment Management, L.P. 1.88% Reduce -0.0% 509,512 $214.3M
Scotia Capital Inc. 1.27% Add +2.7% 508,207 $213.7M
Janney Montgomery Scott LLC 0.63% Add +2.0% 506,310 $212.9M
Acadian Asset Management LLC 0.74% Add +8.9% 502,343 $211.2M
Asset Management One Co., Ltd. 0.81% Reduce -4.3% 500,502 $210.5M
Van Eck Associates Corp. 0.32% Add +7.9% 496,961 $209.0M
Graham Holdings Co 25.57% No change 482,945 $203.1M
Giverny Capital 8.19% Reduce -0.8% 479,975 $201.8M
Victory Capital Management Inc. 0.20% Add +1.8% 475,635 $200.0M
Empower Advisory Group, LLC 0.74% Add +0.4% 473,196 $199.0M
Fifth Third Bancorp 0.78% Add +1.3% 471,258 $198.2M
NorthCoast Asset Management LLC 2.52% Add +3.3% 470,241 $197.7M
American International Group, Inc. 0.69% Reduce -0.3% 460,830 $193.8M
Handelsbanken Fonder AB 0.83% Add +5.1% 459,553 $193.3M
Gateway Investment Advisers LLC 2.19% Reduce -9.2% 457,460 $192.4M
Millennium Management 0.17% Reduce -17.2% 455,501 $191.5M
Ruane, Cunniff & Goldfarb L.P. 2.94% Reduce -1.3% 450,522 $189.5M
AustralianSuper Pty Ltd 1.09% Reduce -31.2% 445,296 $187.1M
Resona Asset Management Co.,Ltd. 1.11% — 442,846 $186.2M
Cibc World Markets Corp. 1.22% Reduce -3.5% 440,783 $185.4M
Menora Mivtachim Holdings LTD. 1.38% Add +86.4% 436,166 $183.4M
Pathstone Holdings, LLC 0.86% Add +9.2% 432,725 $182.0M
MetLife Investment Management, LLC 1.20% Reduce -3.5% 426,259 $179.3M
Qube Research & Technologies Ltd 0.32% Reduce -59.3% 421,045 $177.1M
Kestra Advisory Services, LLC 1.19% Add +12.6% 420,290 $176.7M
Rockefeller Capital Management L.P. 0.51% Add +4.3% 415,393 $174.7M
Squarepoint Ops LLC 0.73% Add +4.9% 414,645 $174.4M
Bartlett & Co. Wealth Management LLC 2.68% Reduce -0.6% 414,334 $174.2M
SG Americas Securities, LLC 0.91% Add +736.3% 413,822 $174.0M
1832 Asset Management L.P. 0.31% Add +154.9% 401,011 $168.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.15% Add +0.3% 399,421 $168.0M
Blair William & Co. 0.52% Add +4.0% 395,699 $166.4M
BSN CAPITAL PARTNERS Ltd 12.13% Reduce -51.1% 400,000 $163.6M
Sather Financial Group Inc 11.42% Add +4.0% 378,306 $159.1M
Allspring Global Investments Holdings, LLC 0.25% Reduce -5.7% 378,092 $159.0M
Federation des caisses Desjardins du Quebec 1.15% Reduce -1.7% 377,031 $158.5M
Nomura Asset Management Co. Ltd. 0.58% Add +1.1% 376,274 $158.2M
Arizona State Retirement System 1.09% Add +2.2% 376,160 $158.2M
Texas Permanent School Fund Corp. 1.25% Add +0.1% 376,126 $158.2M
Amalgamated Bank 1.35% Reduce -14.5% 375,260 $157.8M
Comerica Bank 0.68% Reduce -2.6% 374,085 $157.3M
Cannell & Spears LLC 3.25% Add +247.2% 374,040 $157.3M
Quilter Plc 3.71% New 375,563 $156.7M
Allianz Asset Management GmbH 0.26% Add +153.3% 371,894 $156.4M
State of Michigan Retirement System 0.83% Add +1.0% 368,649 $155.0M
ProShare Advisors LLC 0.41% Reduce -6.0% 368,568 $155.0M
CIBC Private Wealth Group LLC 0.30% Reduce -1.9% 364,560 $153.2M
Morningstar Investment Services LLC 1.68% Reduce -57.4% 366,412 $152.8M
Epoch Investment Partners, Inc. 0.68% Add +3.5% 362,527 $152.4M
Bristol John W & Co. Inc. 2.59% Reduce -0.2% 361,341 $152.0M
Bronte Capital Management Pty Ltd. 12.65% Reduce -12.9% 361,240 $151.9M
McDonald Capital Investors Inc. 9.49% Reduce -1.9% 360,613 $151.6M
Teacher Retirement System of Texas 0.96% Add +0.4% 357,265 $150.2M
HM Payson & Co. 2.77% Reduce -7.8% 354,406 $149.0M
Armstrong Henry H Associates Inc. 14.48% Reduce -0.5% 354,010 $148.9M
Saratoga Research & Investment Management 6.70% Reduce -0.7% 350,769 $147.5M
Connor, Clark & Lunn Investment Management Ltd. 0.63% Reduce -12.0% 349,769 $147.1M
Schwerin Boyle Capital Management Inc. 14.61% Reduce -0.3% 349,149 $146.8M
Paralel Advisors LLC 6.66% No change 345,000 $145.1M
Forsta Ap-Fonden 1.23% Add +14.6% 344,800 $145.0M
Citadel Advisors 0.14% Reduce -7.5% 340,701 $143.3M
Timucuan Asset Management Inc. 4.81% Add +0.5% 339,010 $142.6M
Beacon Pointe Advisors, LLC 1.57% Add +2.5% 335,227 $141.0M
Robeco Institutional Asset Management B.V. 0.30% Add +2.8% 332,665 $139.9M
Pinebridge Investments, L.P. 1.11% Reduce -13.6% 332,252 $139.7M
D. E. Shaw & Co. 0.19% Reduce -24.3% 330,203 $138.9M
Weitz Investment Management, Inc. 6.95% Reduce -7.7% 327,200 $137.6M
Hyman Charles D 7.60% Add +0.4% 326,738 $137.4M
Southeast Asset Advisors, LLC 16.49% Reduce -2.3% 325,816 $137.0M
United American Securities Inc. (d/b/a UAS Asset Management) 36.27% Add +0.2% 322,667 $135.7M
Fayez Sarofim & Co 0.40% Reduce -0.8% 321,426 $135.2M
Czech National Bank 1.74% Add +0.4% 320,133 $134.6M
Wallace Capital Management Inc. 18.35% Reduce -1.7% 319,837 $134.5M
Great Lakes Advisors, LLC 1.14% Reduce -1.6% 318,959 $134.1M
Tredje AP-fonden 1.38% Add +7.8% 315,971 $132.9M
Maj Invest Holding A/S 3.57% Add +36.3% 313,350 $131.8M
Private Advisor Group, LLC 0.93% Reduce -2.6% 308,035 $129.5M
State of Alaska, Department of Revenue 1.45% Reduce -0.3% 303,670 $127.7M
M&T Bank Corp 0.44% Add +1.8% 302,632 $127.3M
Shayne & Jacobs, LLC 33.39% Reduce -0.4% 291,877 $122.7M
Evercore Wealth Management, LLC 1.92% Reduce -0.8% 291,436 $122.6M
InterOcean Capital Group, LLC 2.87% Add +5.2% 285,461 $120.0M
TD Waterhouse Canada Inc. 0.90% New 270,762 $120.0M
Public Sector Pension Investment Board 0.86% Add +1.0% 283,454 $119.2M
DNB Asset Management AS 0.62% Reduce -15.3% 282,094 $118.6M
Stonegate Investment Group, LLC 3.71% Add +0.9% 281,379 $118.3M
Calamos Advisors LLC 0.85% Reduce -2.3% 281,272 $118.3M
Bradley Foster & Sargent Inc. 2.13% Reduce -1.1% 280,678 $118.0M
Shapiro Capital Management LLC 3.11% Reduce -21.2% 279,313 $117.5M
Sei Investments Co. 0.17% Add +1.5% 279,106 $117.4M
Williams Jones Wealth Management, LLC. 1.47% Reduce -0.2% 274,006 $115.2M
Focus Partners Wealth 0.93% Add +37.1% 273,482 $115.0M
D.A. Davidson & Co. 1.02% Add +0.6% 269,975 $113.5M
Tiaa Trust, National Association 0.35% Add +2.4% 269,860 $113.5M
Cresset Asset Management, LLC 0.55% Add +13.3% 268,520 $112.9M
Virtu Financial LLC 8.57% Reduce -23.7% 266,608 $112.1M
Nisa Investment Advisors, LLC 0.72% Add +0.4% 264,922 $111.4M
QRG Capital Management, Inc. 1.41% Add +21.0% 264,486 $111.2M
CIBC Asset Management Inc 0.38% Add +2.5% 262,381 $110.3M
Zurich Insurance Group Ltd 1.01% Add +128.7% 262,186 $110.3M
Skandinaviska Enskilda Banken AB (publ) 0.54% Add +48.7% 260,290 $109.5M
Yousif Capital Management, LLC 1.21% Reduce -2.5% 259,581 $109.2M
Meeder Asset Management Inc. 6.85% Add +13.0% 258,099 $108.5M
IFM Investors Pty Ltd 1.18% Reduce -0.5% 258,056 $108.5M
Factory Mutual Insurance Co. 1.24% Reduce -1.3% 257,600 $108.3M
JARISLOWSKY, FRASER Ltd 0.62% Reduce -4.9% 257,522 $108.3M
Van Lanschot Kempen Investment Management N.V. 1.35% Reduce -33.3% 257,520 $108.3M
Rwwm, Inc. 11.65% Reduce -7.3% 256,866 $108.0M
Davis R M Inc. 2.26% Reduce -0.2% 256,329 $107.8M
Madison Asset Management, LLC 1.32% Reduce -0.7% 256,065 $107.7M
Cwm, LLC 0.52% Add +4.7% 254,182 $106.9M
Utah Retirement Systems 1.25% Add +0.1% 253,527 $106.6M
Cheviot Value Management, LLC 23.39% Add +0.1% 253,426 $106.6M
United Capital Financial Advisors, LLC 0.88% Add +0.7% 252,588 $106.2M
Dixon Mitchell Investment Counsel Inc. 5.27% Reduce -1.0% 251,481 $105.8M
Nicholas Hoffman & Company, LLC. 5.33% Add +4.0% 249,922 $105.1M
Obermeyer Wealth Partners 6.18% Reduce -2.1% 249,552 $104.9M
New York Life Investment Management LLC 1.03% Reduce -3.7% 246,870 $103.8M
Barrow Hanley Mewhinney & Strauss LLC 0.35% Reduce -0.5% 246,456 $103.6M
Huntington National Bank 1.12% Add +7.0% 246,065 $103.5M
Crestwood Advisors Group, LLC 2.24% Add +1.3% 243,699 $102.5M
TCTC Holdings, LLC 3.39% Reduce -2.0% 243,054 $102.2M
Natixis 0.57% Add +127.6% 243,012 $102.2M
Mondrian Investment Partners LTD 1.39% Reduce -16.1% 240,640 $101.2M
Hendershot Investments Inc. 14.42% Reduce -0.2% 239,745 $100.8M
Mutual of America Capital Management LLC 1.08% Reduce -2.0% 238,547 $100.3M
MML Investors Services, LLC 0.41% Add +0.7% 237,797 $100.0M
Bridges Investment Management Inc. 3.11% Reduce -0.7% 236,741 $99.6M
Tocqueville Asset Management L.P. 1.62% Reduce -0.1% 235,316 $99.0M
Quintet Private Bank (Europe) S.A. 4.41% New 203,677 $98.8M
Lanham O'Dell & Company, Inc. 49.97% Add +3.1% 234,852 $98.8M
Northstar Group, Inc. 20.14% Add +0.0% 234,578 $98.6M
Xponance LLC 1.03% Reduce -1.7% 234,256 $98.5M
Birch Hill Investment Advisors LLC 4.77% Reduce -1.7% 233,167 $98.1M
River Road Asset Management, LLC 1.32% Reduce -15.3% 233,069 $98.0M
Arrowstreet Capital, Limited Partnership 0.09% Add +1491.5% 232,915 $97.9M
Semper Augustus Investments 17.83% Reduce -0.7% 231,819 $97.5M
Brandywine Global Investment Management, LLC 0.71% Reduce -3.6% 231,347 $97.3M
Clear Street LLC 3.32% New 230,000 $96.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.34% Add +1.3% 229,396 $96.5M
Border to Coast Pensions Partnership Ltd 2.15% No change 229,363 $96.4M
Pangea Capital Gestao de Recursos Ltda. 81.43% No change 228,378 $96.0M
Sequoia Financial Advisors, LLC 1.19% Add +0.6% 226,701 $95.3M
Commerce Bank 0.61% Add +1.4% 219,451 $92.3M
Keybank National Association 0.38% Reduce -0.9% 218,894 $92.0M
Klingenstein Fields & Co. LP 3.82% Reduce -1.1% 218,681 $92.0M
Glenmede Trust Co. NA 0.46% Reduce -6.6% 217,184 $91.3M
JRM Investment Counsel, LLC 32.59% Add +1.2% 216,523 $91.1M
SRB Corp. 5.01% Reduce -4.9% 215,269 $90.5M
Mirae Asset Global Investments Co., Ltd. 0.20% Add +4.0% 265,897 $90.3M
EP Wealth Advisors, LLC 1.05% Add +1.0% 214,349 $90.1M
Pacifica Capital Investments, LLC 27.73% Reduce -2.5% 213,902 $90.0M
Janus Henderson Group PLC 0.05% Reduce -5.8% 212,975 $89.5M
Sound Shore Management Inc 2.78% Reduce -8.2% 211,085 $88.8M
Staley Capital Advisers Inc. 4.04% Reduce -0.3% 205,856 $86.6M
Manitou Investment Management Ltd. 16.86% Reduce -0.8% 200,241 $84.2M
Davis Asset Management, L.P. 3.69% No change 200,000 $84.1M
Verition Fund Management LLC 0.91% Add +619.0% 199,040 $83.7M
Private Management Group Inc. 3.17% Reduce -8.3% 198,979 $83.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.93% Add +1.6% 198,959 $83.7M
King Luther Capital Management Corp. 0.38% Add +25.8% 198,856 $83.6M
Oppenheimer & Co. Inc. 1.38% Add +2.7% 197,712 $83.1M
AE Wealth Management LLC 0.94% Reduce -22.6% 197,705 $83.1M
Ingalls & Snyder LLC 3.67% Reduce -0.6% 195,939 $82.4M
Oppenheimer Asset Management Inc. 1.20% Reduce -11.6% 195,261 $82.1M
UMB Bank, n.a. 1.30% Reduce -4.7% 195,151 $82.1M
Smead Capital Management, Inc. 1.28% Add +4.3% 194,074 $81.6M
Whittier Trust Co. 1.19% Add +1.9% 193,906 $81.5M
Thrivent Financial for Lutherans 0.16% Reduce -33.0% 193,638 $81.4M
Fairview Capital Investment Management, LLC 4.59% Reduce -1.4% 193,480 $81.4M
Renaissance Technologies 0.13% New 189,590 $79.7M
Mutual Advisors, LLC 2.54% Add +3.8% 188,344 $79.2M
Cooke & Bieler LP 0.73% Reduce -9.3% 188,078 $79.1M
Chilton Investment Co. Inc. 2.17% Add +4.2% 187,901 $79.0M
Clifford Swan Investment Counsel LLC 2.93% Reduce -4.1% 187,173 $78.7M
Public Employees Retirement Association of Colorado 0.34% Reduce -3.5% 186,742 $78.5M
Howland Capital Management LLC 3.79% Add +0.6% 186,626 $78.5M
Smith Chas P & Associates Pa Cpas 4.71% Add +0.7% 185,408 $78.0M
MAI Capital Management 0.80% Add +50.5% 183,410 $77.1M
Panagora Asset Management Inc. 0.40% Reduce -6.0% 183,288 $77.1M
Financial Counselors Inc. 1.29% Add +6.5% 182,584 $76.8M
Westwood Holdings Group Inc. 0.60% Reduce -7.3% 178,845 $75.2M
Salem Investment Counselors Inc. 2.46% Add +1.9% 177,929 $74.8M
University of Notre Dame Du Lac 100.00% Reduce -25.6% 177,781 $74.8M
AXA S.A. 0.23% Reduce -11.1% 177,150 $74.5M
Archon Partners LLC 9.10% No change 176,800 $74.3M
Canoe Financial LP 1.22% Reduce -1.4% 176,173 $74.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.73% Add +0.2% 180,708 $73.9M
Mraz, Amerine & Associates, Inc. 13.92% Reduce -3.2% 175,087 $73.6M
Carnegie Investment Counsel 2.29% Reduce -0.9% 174,683 $73.5M
Oldfield Partners LLP 9.87% Reduce -18.3% 174,347 $73.3M
Allen Investment Management, LLC 0.91% Reduce -0.4% 171,697 $72.2M
Beck Mack & Oliver LLC 1.46% Reduce -2.6% 171,268 $72.0M
Seizert Capital Partners, LLC 3.31% Add +0.9% 171,038 $71.9M
Healthcare of Ontario Pension Plan Trust Fund 0.25% Reduce -44.4% 171,000 $71.9M
O'shaughnessy Asset Management, LLC 0.79% Add +9.0% 168,924 $71.0M
Edgemoor Investment Advisors, Inc. 6.78% Reduce -0.2% 168,766 $71.0M
Jacobi Capital Management LLC 6.56% Add +2.9% 168,726 $71.0M
Miller Investment Management, LP 9.05% Add +0.5% 168,472 $70.8M
Alpha Cubed Investments, LLC 3.69% Add +2.7% 167,773 $70.6M
St. James Investment Company, LLC 11.44% Reduce -10.2% 166,889 $70.2M
Peapack Gladstone Financial Corp. 1.10% Add +1.1% 166,874 $70.2M
NewEdge Advisors, LLC 0.61% Add +0.7% 166,705 $70.1M
Intelligent Financial Strategies 43.41% New 166,431 $70.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.19% Reduce -3.8% 165,664 $69.7M
Confluence Investment Management LLC 0.94% Reduce -2.0% 165,585 $69.6M
Kestra Private Wealth Services, LLC 1.57% Add +2.5% 165,525 $69.6M
Cohen Klingenstein LLC 2.59% Reduce -0.2% 165,302 $69.5M
S&co Inc. 4.88% Reduce -0.8% 164,755 $69.3M
Advisors Capital Management, LLC 1.26% Add +34.8% 164,326 $69.1M
Roundview Capital LLC 5.61% Reduce -1.8% 163,242 $68.6M
Wittenberg Investment Management, Inc. 23.64% Reduce -3.3% 163,082 $68.6M
Chicago Partners Investment Group LLC 2.90% Reduce -0.1% 166,668 $68.1M
Tweedy, Browne Co LLC 3.18% Reduce -0.7% 161,278 $67.8M
Iron Gate Global Advisors LLC 12.29% Add +0.1% 161,480 $67.8M
Avantax Advisory Services, Inc. 0.59% Add +5.7% 159,343 $67.0M
Lido Advisors, LLC 0.60% Reduce -0.3% 158,643 $66.7M
Performance Wealth Partners, LLC 2.78% Add +15.1% 157,263 $66.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.46% Add +4.3% 157,040 $66.0M
Capital Advisors Inc. 1.41% Add +0.5% 156,528 $65.8M
Atria Wealth Solutions, Inc. 0.74% Add +6.0% 156,124 $65.7M
Oregon Public Employees Retirement Fund 1.30% Add +9.3% 155,520 $65.4M
Parthenon LLC 8.18% Reduce -0.2% 153,420 $64.5M
DDD Partners, LLC 7.87% Add +1.0% 153,203 $64.4M
Baxter Bros Inc. 8.26% Reduce -2.1% 153,076 $64.4M
AMF Tjanstepension AB 0.49% Add +59.4% 152,972 $64.3M
Badgley Phelps Wealth Managers, LLC 1.60% Add +1.5% 152,306 $64.0M
Ardent Capital Management, Inc. 31.96% Add +0.1% 151,398 $63.7M
Parallax Volatility Advisers, L.P. 2.11% Reduce -41.1% 151,151 $63.6M
Nissay Asset Management Corp. /Japan 0.44% Add +0.8% 151,119 $63.5M
Teachers Retirement System of the State of Kentucky 0.56% Reduce -4.1% 150,044 $63.1M
Steward Partners Investment Advisory, LLC 0.69% Add +25.3% 149,382 $62.8M
Martingale Asset Management L P 1.25% Reduce -5.3% 148,787 $62.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.78% Add +3.5% 148,756 $62.6M
Mar Vista Investment Partners LLC 2.72% Reduce -3.6% 148,223 $62.3M
Pacer Advisors, Inc. 0.15% Add +11.8% 148,132 $62.3M
Avenir Corp. 5.28% Reduce -3.6% 146,821 $61.7M
Daiwa Securities Group Inc. 0.35% Add +10.3% 146,660 $61.7M
Quantinno Capital Management LP 1.34% Add +75.7% 146,653 $61.7M
Hosking Partners LLP 2.27% Reduce -1.1% 146,202 $61.5M
CENTRAL TRUST Co 1.52% Reduce -0.4% 145,526 $61.2M
Segment Wealth Management, LLC 4.65% Add +2.0% 145,385 $61.1M
Summitry LLC 3.21% Reduce -27.5% 145,338 $61.1M
Wealthfront Advisers LLC 0.21% Add +2.6% 145,013 $61.0M
Storebrand Asset Management As 0.21% Add +7.9% 144,471 $60.8M
Marshall Wace, LLP 0.10% Add +71285.6% 144,199 $60.6M
First Foundation Advisors 2.42% Reduce -3.5% 143,915 $60.5M
Founders Capital Management, LLC 11.27% Reduce -1.4% 143,479 $60.3M
Northeast Investment Management 2.94% Reduce -0.9% 142,068 $59.7M
Walleye Trading LLC 0.98% Reduce -65.8% 141,882 $59.7M
Federated Hermes, Inc. 0.14% Reduce -22.0% 141,035 $59.3M
Aquamarine Capital (Aquamarine Zurich) 22.57% No change 140,600 $59.1M
Waverly Advisors, LLC 1.39% Add +5.3% 140,469 $59.1M
Locust Wood Capital Advisers, LLC 2.33% Reduce -8.3% 140,255 $59.0M
Parsons Capital Management Inc. 4.03% Add +0.3% 140,129 $58.9M
Cutter & CO Brokerage, Inc. 14.44% Reduce -0.6% 139,783 $58.8M
Lountzis Asset Management, LLC 27.83% Add +0.2% 139,724 $58.8M
Lazard Asset Management LLC 0.08% Reduce -18.0% 139,638 $58.7M
Greenleaf Trust 0.54% Reduce -2.2% 138,400 $58.2M
Kentucky Retirement Systems 1.74% Reduce -5.1% 138,174 $58.1M
Moneta Group Investment Advisors LLC 0.94% Add +5.1% 137,716 $57.9M
Findlay Park Partners LLP 0.53% Reduce -75.6% 137,636 $57.9M
First Trust Advisors LP 0.06% Add +9.7% 137,120 $57.7M
Mogy Joel R Investment Counsel Inc. 3.91% Reduce -1.3% 136,901 $57.6M
Burgundy Asset Management Ltd. 0.59% Reduce -4.1% 136,336 $57.3M
Norris Perne & French LLP 4.13% Reduce -1.9% 136,159 $57.3M
Maryland State Retirement & Pension System 1.13% Add +0.7% 143,187 $56.8M
Cullen/Frost Bankers, Inc. 0.84% Reduce -16.1% 134,712 $56.6M
Ieq Capital, LLC 0.81% Add +7.0% 134,359 $56.5M
South Dakota Investment Council 1.15% Reduce -3.7% 132,076 $55.5M
Macquarie Group Ltd. 0.06% Add +0.9% 285,130 $55.0M
Jane Street Group, LLC 0.07% Reduce -50.1% 129,787 $54.6M
Welch & Forbes LLC 0.75% Add +0.1% 129,166 $54.3M
Retirement Group, LLC 19.37% Add +0.2% 128,646 $54.1M
Heritage Wealth Advisors 2.46% Add +2.7% 128,265 $53.9M
WS Management LLLP 4.93% Add +88.1% 128,105 $53.9M
Lafayette Investments, Inc. 12.09% Reduce -0.8% 127,982 $53.8M
Equitable Holdings, Inc. 0.60% Add +0.9% 127,578 $53.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.61% Reduce -6.2% 127,796 $53.3M
Guyasuta Investment Advisors Inc. 3.86% Reduce -0.5% 149,196 $53.2M
Stack Financial Management, Inc 4.83% Reduce -0.2% 125,231 $52.7M
Fiduciary Trust Co 0.81% Reduce -2.0% 124,905 $52.5M
FJ Investments, LLC 4.57% Reduce -27.2% 124,575 $52.4M
St Germain D J Co. Inc. 2.56% Reduce -1.3% 124,364 $52.3M
Vanguard Personalized Indexing Management, LLC 1.12% Add +13.7% 123,889 $52.1M
Elgethun Capital Management 13.03% Add +0.7% 122,867 $51.7M
Avior Wealth Management, LLC 2.40% Add +2.7% 122,591 $51.6M
Prime Capital Investment Advisors, LLC 0.72% Reduce -6.2% 122,195 $51.4M
Polar Capital Holdings Plc 0.27% Reduce -21.2% 121,977 $51.3M
Generate Investment Management Ltd 4.01% Reduce -18.5% 121,656 $51.2M
Florida Trust Wealth Management Co 1.73% Reduce -1.1% 121,040 $50.9M
Am Investment Strategies LLC 12.85% Add +3.3% 120,408 $50.6M
Elo Mutual Pension Insurance Co 1.18% Add +4.9% 119,771 $50.4M
Thomasville National Bank 4.13% Add +1.7% 119,303 $50.2M
PGGM Investments 0.73% Reduce -0.0% 118,950 $50.0M
Trust Co. of Vermont 2.78% Add +4.9% 118,714 $49.9M
CapWealth Advisors, LLC 5.56% Reduce -1.6% 117,798 $49.5M
Schwarz Dygos Wheeler Investment Advisors LLC 14.05% Reduce -0.7% 117,666 $49.5M
Illinois Municipal Retirement Fund 0.76% Reduce -4.4% 117,623 $49.5M
Hartford Investment Management Co. 1.75% Reduce -4.1% 117,595 $49.5M
Agf Management Ltd. 0.27% Reduce -0.3% 157,413 $48.8M
Valeo Financial Advisors, LLC 1.75% Add +3.0% 298,246 $48.7M
Busey Bank 1.72% Add +1.1% 115,355 $48.5M
Harvey Investment Co. LLC 5.46% Reduce -1.2% 115,002 $48.4M
Cook & Bynum Capital Management, LLC 36.85% No change 114,960 $48.3M
E. Ohman J:or Asset Management AB 1.23% Reduce -1.5% 114,456 $48.1M
Stock Yards Bank & Trust Co. 1.58% Reduce -0.1% 113,629 $47.8M
GoodHaven Capital Management, LLC 18.30% Add +1.8% 113,614 $47.8M
Academy Capital Management 9.02% Reduce -0.0% 113,362 $47.7M
Pinnacle Associates Ltd. 0.75% Add +2.1% 112,934 $47.5M
Asset Management Advisors, LLC 36.52% Reduce -1.9% 111,806 $47.0M
Gulf International Bank (UK) Ltd 1.18% Add +2.2% 111,804 $47.0M
TrinityBridge Ltd 1.72% Add +2.9% 111,729 $47.0M
HB Wealth Management, LLC 0.59% Add +6.0% 111,601 $46.9M
Chemistry Wealth Management LLC 12.63% Add +0.6% 111,489 $46.9M
Vontobel Asset Management Inc. 0.26% Reduce -41.0% 113,906 $46.8M
Moody LYNN Lieberson & Walker, LLC 3.15% Add +0.3% 111,271 $46.8M
Norman Fields, Gottscho Capital Management, LLC 17.40% Reduce -1.1% 111,022 $46.7M
Buckingham Strategic Wealth, LLC 0.49% Add +1.7% 109,954 $46.2M
SouthState Bank Corp 3.60% Add +2.4% 109,854 $46.2M
Saybrook Capital 12.18% Reduce -2.2% 109,668 $46.1M
New Capital Management LP 13.71% Reduce -0.1% 109,197 $45.9M
Exencial Wealth Advisors, LLC 1.70% Add +0.1% 108,395 $45.6M
Envestnet Portfolio Solutions, Inc. 0.17% Add +18.1% 108,348 $45.6M
Culbertson A N & Co. Inc. 7.84% Add +0.7% 108,064 $45.4M
Credit Agricole S A 0.78% Add +84.8% 113,571 $45.4M
Citadel Investment Advisory, Inc. 25.59% Reduce -0.1% 107,729 $45.3M
Ironvine Capital Partners, LLC 4.95% Add +0.1% 107,342 $45.1M
Securian Asset Management, Inc. 1.32% Reduce -7.0% 107,164 $45.1M
Gateway Advisory, LLC 7.90% Add +3.3% 107,083 $45.0M
Teewinot Capital Advisers, L.L.C. 4.71% Add +29.2% 106,959 $45.0M
Louisiana State Employees Retirement System 0.87% Reduce -3.7% 105,900 $44.5M
KBC Group NV 0.14% Reduce -63.8% 104,130 $43.8M
Main Street Research LLC 2.97% Add +9.7% 103,988 $43.7M
Philadelphia Trust Co. 3.50% Add +2.6% 103,815 $43.7M
Wintrust Investments LLC 3.85% Reduce -8.8% 103,804 $43.7M
Cullen Investment Group, LTD. 6.85% Add +0.1% 103,849 $43.5M
Grandfield & Dodd, LLC 2.74% Add +2.7% 103,405 $43.5M
Whittier Trust Co. of Nevada Inc. 1.24% Add +1.6% 102,887 $43.3M
Bank Julius Baer & Co. Ltd, Zurich 0.17% Reduce -13.1% 102,801 $43.1M
Ancora Advisors LLC 0.99% Reduce -0.9% 102,516 $43.1M
Magellan Asset Management Ltd 0.41% Add +34.9% 102,472 $43.1M
Modera Wealth Management, LLC 0.65% Add +3.3% 101,838 $42.8M
Sfmg, LLC 3.68% Reduce -0.9% 101,824 $42.8M
Nitorum Capital, L.P. 4.34% Reduce -8.1% 101,397 $42.6M
Foundation Resource Management Inc. 6.69% Add +0.6% 101,317 $42.6M
Templeton & Phillips Capital Management, LLC 39.29% Reduce -0.1% 100,970 $42.5M
Wolverine Trading, LLC 0.43% Reduce -31.9% 99,945 $42.0M
B. Metzler seel. Sohn & Co. AG 0.46% Reduce -2.7% 99,377 $41.8M
Farmers & Merchants Investments Inc. 1.41% Reduce -2.9% 99,009 $41.6M
Avalon Trust Co 3.41% Add +3.0% 98,946 $41.6M
Defender Capital, LLC. 14.14% Reduce -12.0% 98,874 $41.6M
Western Wealth Management, LLC 3.19% Add +0.4% 97,584 $41.0M
Allworth Financial LP 0.29% Add +15.4% 97,566 $41.0M
Allen Capital Group, LLC 5.95% Add +0.4% 97,435 $41.0M
Lincoln Capital LLC 9.09% Reduce -0.7% 97,040 $40.8M
Rwa Wealth Partners, LLC 0.55% Reduce -11.8% 96,867 $40.7M
Matthew Goff Investment Advisor, LLC 8.22% Add +1.3% 96,549 $40.6M
Regions Financial Corp. 0.31% Reduce -1.5% 96,526 $40.6M
Intech Investment Management LLC 0.57% Reduce -13.5% 96,208 $40.5M
First Nebraska Trust Co 4.17% Reduce -0.7% 96,160 $40.4M
Grand Jean Capital Management Inc. 10.60% Reduce -0.5% 95,508 $40.2M
Daiichi Life Insurance Co., Ltd. 0.91% Reduce -11.2% 95,455 $40.1M
Rockland Trust Co. 2.09% Reduce -2.3% 94,523 $39.7M
Lincoln National Corp. 0.62% Add +10.1% 94,330 $39.7M
Brandes Investment Partners, LP 0.51% Add +1.7% 94,318 $39.7M
WealthPLAN Partners, LLC 4.10% Reduce -3.4% 94,224 $39.6M
Ervin Investment Management, LLC 27.71% Reduce -0.9% 94,052 $39.6M
Front Street Capital Management, Inc. 7.36% Reduce -2.1% 94,253 $39.2M
Associated Banc-Corp 1.24% Add +0.6% 92,872 $39.1M
Graves Light Lenhart Wealth, Inc. 4.51% Reduce -14.8% 92,536 $38.9M
Silvercrest Asset Management Group LLC 0.26% Add +4.8% 92,202 $38.8M
Orion Porfolio Solutions, LLC 0.41% Reduce -2.7% 92,166 $38.8M
Orion Portfolio Solutions, LLC 0.41% Reduce -2.7% 92,166 $38.8M
First Citizens Bank & Trust Co. 0.74% Add +29.1% 91,744 $38.6M
New Mexico Educational Retirement Board 1.38% Reduce -3.2% 91,657 $38.5M
Eubel Brady & Suttman Asset Management Inc. 5.34% Reduce -0.4% 91,105 $38.3M
Nations Financial Group Inc, /Ia/ 3.23% Reduce -4.3% 91,096 $38.3M
JFS Wealth Advisors, LLC 3.03% Reduce -0.9% 90,890 $38.2M
Smith Salley Wealth Management 2.96% Reduce -24.7% 90,589 $38.1M
Bokf, NA 0.69% Add +0.4% 90,404 $38.0M
Fulton Breakefield Broenniman LLC 2.91% Reduce -16.8% 90,013 $37.9M
Guggenheim Capital LLC 0.27% Add +8.5% 89,086 $37.5M
GAMCO Investors 0.38% Reduce -1.2% 89,079 $37.5M
Greenbrier Partners Capital Management, LLC 3.45% Reduce -0.5% 88,929 $37.4M
Lee Financial Co 6.23% Add +0.7% 88,707 $37.3M
True North Advisors, LLC 10.27% Reduce -3.8% 88,501 $37.2M
American Financial Advisors, LLC 5.21% Reduce -0.4% 87,912 $37.0M
Spinnaker Trust 2.38% Reduce -1.0% 87,677 $36.9M
SP Asset Management LLC 3.43% Reduce -1.4% 87,674 $36.9M
Johnson Investment Counsel Inc. 0.40% Reduce -1.1% 87,662 $36.9M
Natixis Investment Managers International 2.51% Reduce -8.0% 87,555 $36.8M
Atria Investments, Inc 0.51% Add +0.9% 87,507 $36.8M
Capital Fund Management S.A. 0.45% Reduce -51.5% 87,430 $36.8M
Gratus Capital, LLC 1.67% Add +74.2% 86,249 $36.3M
Cobblestone Capital Advisors LLC 2.27% Reduce -0.0% 85,697 $36.0M
Sprott Inc. 2.57% Add +179.3% 84,620 $35.6M
W1M Investment Management Ltd 0.74% Reduce -0.3% 84,172 $35.4M
Private Wealth Partners, LLC 2.81% Reduce -4.0% 83,491 $35.1M
Baskin Financial Services Inc. 2.92% Add +2.9% 82,848 $34.8M
Adams Diversified Equity Fund, Inc. 1.23% No change 82,643 $34.8M
Reik & Co., LLC 8.64% Reduce -0.0% 82,241 $34.6M
Texas Yale Capital Corp. 1.53% Reduce -0.5% 82,183 $34.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% Add +8.5% 82,003 $34.5M
Boston Trust Walden Corp 0.25% Reduce -4.2% 81,833 $34.4M
Strata Wealth Advisors, LLC 12.08% Add +2.9% 81,687 $34.4M
Solitude Financial Services 15.65% Add +6.5% 80,820 $34.0M
Bard Financial Services, Inc. 3.58% Add +0.2% 80,140 $33.7M
DE Burlo Group Inc. 4.47% Add +1424.1% 80,045 $33.7M
Assetmark, Inc. 0.11% Add +0.4% 80,009 $33.6M
BNP Paribas 1.57% — 80,017 $33.6M
Whitegate Investment Counselors, Inc. 9.42% Reduce -0.1% 79,547 $33.5M
Cadinha & Co. LLC 5.73% Reduce -1.2% 79,263 $33.3M
Jones Financial Companies LLLP 0.05% Add +9.3% 79,171 $33.3M
White Pine Investment CO 9.77% Reduce -2.3% 78,685 $33.1M
Prospector Partners LLC 3.85% Reduce -18.8% 78,310 $32.9M
LSV Asset Management 0.07% Reduce -13.9% 78,220 $32.9M
Crossmark Global Holdings, Inc. 0.64% Reduce -5.6% 78,088 $32.8M
Hoylecohen, LLC 2.49% Reduce -1.8% 77,714 $32.7M
Independent Advisor Alliance 1.17% Add +5.3% 77,197 $32.5M
Freestone Capital Holdings, LLC 1.21% Add +0.7% 77,173 $32.5M
Destination Wealth Management 1.07% Add +15.3% 76,672 $32.2M
YHB Investment Advisors, Inc. 2.85% Reduce -0.7% 76,298 $32.1M
Bridgeway Capital Management, LLC 0.65% Add +16.9% 76,126 $32.0M
Dakota Wealth Management 0.80% Add +24.8% 76,058 $32.0M
Arthur M. Cohen & Associates, LLC 6.75% Reduce -0.4% 76,025 $32.0M
D'Orazio & Associates, Inc. 5.14% Reduce -0.3% 75,886 $31.9M
Parallel Advisors, LLC 0.86% Add +1.4% 75,754 $31.9M
Bank Pictet & Cie (Europe) AG 0.83% Add +19.0% 75,641 $31.8M
Lawson Kroeker Investment Management Inc. 6.04% Reduce -1.5% 75,622 $31.8M
Sprucegrove Investment Management Ltd. 1.28% Add +7.1% 75,611 $31.8M
Hutchinson Capital Management 6.44% Reduce -20.7% 75,604 $31.8M
Constant Guidance Financial LLC 29.25% Reduce -7.6% 76,141 $31.8M
Red Door Wealth Management, LLC 6.07% Add +0.2% 74,868 $31.5M
Metis Global Partners, LLC 1.14% Reduce -1.2% 74,720 $31.4M
PYA Waltman Capital, LLC 11.63% Reduce -2.4% 74,530 $31.3M
MassMutual Private Wealth & Trust, FSB 0.97% Add +8.9% 74,021 $31.1M
LGT Group Foundation 0.73% Add +2.8% 73,970 $31.1M
Braun Stacey Associates Inc. 1.23% Reduce -1.4% 73,922 $31.1M
Live Oak Private Wealth LLC 5.37% Reduce -0.9% 73,748 $31.0M
Metropolitan Life Insurance Co 1.34% Reduce -0.9% 73,384 $30.9M
Sandy Spring Bank 1.40% Add +8.6% 73,178 $30.8M
United Community Bank 11.94% Reduce -6.0% 73,127 $30.8M
Wharton Business Group, LLC 1.47% Reduce -1.0% 72,726 $30.6M
Alaska Permanent Fund Corp 0.45% Reduce -1.0% 71,871 $30.2M
Edmond DE Rothschild Holding S.A. 0.51% Reduce -4.2% 71,734 $30.2M
Nichols & Pratt Advisers LLP 2.02% Reduce -2.9% 71,504 $30.1M
Cornerstone Advisors, LLC 1.24% Reduce -4.3% 71,400 $30.0M
Investment Management Corp of Ontario 0.89% Add +10.6% 70,912 $29.8M
Stephens Inc. 0.46% Add +5.9% 70,627 $29.7M
Merit Financial Group, LLC 0.71% Add +26.0% 73,886 $29.6M
Mill Capital Management, LLC 2.46% Add +2.3% 70,128 $29.5M
Kanawha Capital Management LLC 2.35% Add +1.9% 69,960 $29.4M
Country Club Bank 2.07% Reduce -1.5% 69,871 $29.4M
Meridian Wealth Management, LLC 4.86% Add +2.4% 69,473 $29.2M
Aspiriant, LLC 1.21% Reduce -0.2% 69,291 $29.1M
NWF Advisory Services Inc. 4.87% Add +2.4% 69,282 $29.1M
Rbo & Co. LLC 4.86% Reduce -0.2% 69,249 $29.1M
J. L. Bainbridge & Co., Inc. 3.10% Add +2359.9% 69,172 $29.1M
Pecaut & Co. 10.80% Reduce -3.9% 68,757 $28.9M
Bryn Mawr Trust Advisors, LLC 1.64% Add +2.4% 68,662 $28.9M
LMCG Investments, LLC 1.69% Reduce -1.1% 68,422 $28.8M
Mediolanum International Funds Ltd 0.47% — 68,917 $28.7M
Professional Advisory Services Inc. 3.59% Reduce -5.8% 68,183 $28.7M
CWA Asset Management Group, LLC 1.74% Add +0.7% 68,165 $28.7M
Thompson Siegel & Walmsley LLC 0.44% Reduce -5.5% 68,039 $28.6M
Signaturefd, LLC 0.60% Add +0.1% 68,033 $28.6M
Man Group plc 0.08% Reduce -20.2% 67,973 $28.6M
Choate Investment Advisors 0.77% Add +1.6% 67,907 $28.6M
Painted Porch Advisors LLC 17.45% Add +5.6% 67,887 $28.5M
Glenview Trust Co 0.61% Add +6.8% 67,730 $28.5M
Sierra Capital LLC 3.72% Reduce -2.0% 67,621 $28.4M
Albion Financial Group 2.19% Reduce -2.2% 67,607 $28.4M
Becker Capital Management Inc. 0.98% Add +0.5% 67,593 $28.4M
Steginsky Capital LLC 6.81% Reduce -0.9% 67,276 $28.3M
Torno Capital, LLC 6.06% New 67,000 $28.2M
Simplicity Wealth,LLC 0.67% Add +10260.5% 66,929 $28.1M
Security National Bank 4.22% Reduce -1.1% 66,286 $27.9M
Baker Ellis Asset Management LLC 4.14% Add +0.9% 66,138 $27.8M
Gabelli Funds LLC 0.21% Add +1.8% 66,050 $27.8M
Schaper Benz & Wise Investment Counsel Inc. 2.32% Add +0.1% 66,023 $27.8M
Rothschild Investment LLC 2.00% Add +4.7% 65,675 $27.6M
Menlo Advisors LLC 15.75% Reduce -1.5% 65,412 $27.5M
Sowell Financial Services LLC 1.30% Reduce -3.1% 65,294 $27.5M
Stratos Wealth Partners, LTD. 0.46% Add +1.7% 64,946 $27.3M
B. Riley Wealth Advisors, Inc. 0.74% Add +7.1% 77,909 $27.3M
Shufro Rose & Co. LLC 2.24% Add +1.0% 64,387 $27.1M
Torray Investment Partners LLC 4.04% No change 64,106 $27.0M
Poehling Capital Management, INC. 7.21% Reduce -0.2% 64,011 $26.9M
Motley Fool Asset Management LLC 1.74% Add +6.4% 63,928 $26.9M
Apollon Wealth Management, LLC 0.84% Reduce -0.9% 63,700 $26.8M
Ferguson Wellman Capital Management, Inc. 0.54% Add +0.2% 63,533 $26.7M
Gotham Asset Management 0.40% Add +2.5% 63,502 $26.7M
M&R Capital Management Inc. 6.52% Reduce -1.8% 63,383 $26.6M
Aptus Capital Advisors, LLC 0.57% Add +18.3% 62,753 $26.4M
Zuckerman Investment Group, LLC 3.05% Add +4.9% 62,712 $26.4M
Callahan Advisors, LLC 2.75% Reduce -0.2% 62,447 $26.3M
Choreo, LLC 0.67% Reduce -2.9% 62,260 $26.2M
Arkfeld Wealth Strategies, L.L.C. 14.30% Add +4.3% 63,772 $26.1M
Boston Family Office LLC 1.87% Reduce -0.5% 61,797 $26.0M
ProVise Management Group, LLC 2.25% Add +0.8% 61,700 $25.9M
Sittner & Nelson, LLC 13.02% Reduce -1.6% 61,442 $25.8M
SpiderRock Advisors, LLC 0.83% — 62,992 $25.7M
Pinnacle Financial Partners Inc 0.56% Add +7.7% 61,010 $25.7M
Cabot Wealth Management Inc. 3.32% Reduce -1.0% 60,415 $25.4M
Hendley & Co. Inc. 9.06% Add +0.3% 60,245 $25.3M
Kentucky Retirement Systems Insurance Trust Fund 1.74% Reduce -7.4% 60,043 $25.2M
Brown Shipley& Co Ltd 7.93% New 60,086 $25.2M
Unigestion Holding SA 1.24% Reduce -42.5% 60,052 $25.2M
Integrated Wealth Concepts LLC 0.36% Add +4.7% 59,751 $25.1M
Foster Dykema Cabot & Partners, LLC 2.34% Reduce -0.2% 59,719 $25.1M
Tower Research Capital LLC (TRC) 0.60% Reduce -77.6% 59,406 $25.0M
Roberts Glore & Co. Inc. 7.48% Reduce -3.8% 59,401 $25.0M
Westchester Capital Management, Inc. 6.27% Reduce -0.1% 59,392 $25.0M
Sapient Capital LLC 0.55% Reduce -0.4% 59,160 $24.9M
Carret Asset Management, LLC 2.93% Reduce -0.3% 59,099 $24.9M
First National Trust Co 1.01% Add +17.3% 59,068 $24.8M
Greenwood Gearhart LLC 2.41% Add +3.1% 58,874 $24.8M
Norinchukin Bank, The 0.74% Reduce -1.2% 58,825 $24.7M
Walleye Capital LLC 0.29% Add +289.8% 58,743 $24.7M
Ycg, LLC 1.96% Reduce -27.2% 59,560 $24.7M
CI Investments Inc. 0.10% Reduce -7.5% 58,239 $24.5M
Perigon Wealth Management, LLC 0.74% Add +1.9% 58,066 $24.4M
First Trust Investment Solutions L.P. 4.30% Add +10.9% 57,944 $24.4M
Northwestern Mutual Investment Management Company, LLC 0.63% Add +0.3% 57,734 $24.3M
U.S. Capital Wealth Advisors, LLC 0.95% Reduce -12.1% 57,637 $24.2M
Beaumont Financial Advisors, LLC 1.99% Reduce -0.3% 57,466 $24.2M
Avity Investment Management Inc. 2.00% Add +0.4% 57,359 $24.1M
Townsquare Capital LLC 0.35% Add +23.9% 57,238 $24.1M
Unconventional Investor, LLC 17.33% Reduce 0.0% 57,206 $24.1M
Georgetown University 7.69% No change 57,192 $24.1M
Clear Harbor Asset Management, LLC 2.12% Add +0.2% 57,168 $24.0M
Beese Fulmer Investment Management, Inc. 2.26% Reduce 0.0% 57,166 $24.0M
Insigneo Advisory Services, LLC 2.85% Add +0.4% 57,145 $24.0M
Wedbush Securities Inc. 0.89% Add +7.9% 56,923 $23.9M
American National Bank & Trust 3.15% Add +6.3% 56,642 $23.8M
Van Den Berg Management I, Inc. 6.97% Reduce -5.9% 56,504 $23.8M
Fiduciary Group, LLC 2.58% Reduce -0.6% 56,308 $23.7M
Allianz SE 0.74% — 55,960 $23.5M
WoodTrust Financial Corp 3.72% Reduce -1.5% 55,882 $23.5M
Clearstead Advisors, LLC 1.16% Add +2.8% 57,093 $23.5M
Cary Street Partners Investment Advisory LLC 0.99% Add +0.7% 55,649 $23.4M
Novare Capital Management LLC 2.12% Add +2.6% 55,641 $23.4M
Elkhorn Partners Limited Partnership 16.86% Reduce -1.9% 55,590 $23.4M
Nicolet Advisory Services, LLC 2.36% Add +1.8% 56,108 $23.3M
First National Bank of Omaha 1.59% Reduce -35.6% 43,613 $23.2M
One Charles Private Wealth Services, LLC 10.09% Add +6.0% 55,118 $23.2M
Pacific Global Investment Management Co. 4.42% Reduce -0.5% 55,005 $23.1M
Kathleen S. Wright Associates Inc. 10.89% Add +0.3% 55,232 $23.1M
Bleakley Financial Group, LLC 0.66% Reduce -8.4% 54,573 $22.9M
Vontobel Holding Ltd. 0.18% Add +2.5% 54,544 $22.9M
Ameritas Advisory Services, LLC 0.94% Add +46.1% 55,780 $22.9M
United Services Automobile Association 0.56% No change 54,301 $22.8M
Swiss Life Asset Management Ltd 0.32% Reduce -74.7% 54,300 $22.8M
RMR Capital Management, LLC 22.68% Reduce -3.1% 54,199 $22.8M
Neville Rodie & Shaw Inc. 1.73% Add +0.9% 54,024 $22.7M
Sigma Planning Corp 0.71% Add +101.4% 53,966 $22.7M
Harbor Investment Advisory, LLC 2.36% Reduce -0.3% 223,887 $22.6M
Diversified Trust Co. 0.68% Add +22.6% 53,629 $22.6M
Pioneer Trust Bank N A 6.26% Add +2.7% 53,480 $22.5M
Satovsky Asset Management LLC 6.58% Reduce -0.8% 53,499 $22.5M
Progeny 3, Inc. 2.46% No change 53,239 $22.4M
Hunter Perkins Capital Management, LLC 4.59% Reduce -5.8% 53,240 $22.4M
Account Management LLC 24.17% No change 53,223 $22.4M
GHP Investment Advisors, Inc. 1.11% Reduce -0.1% 53,187 $22.4M
Jupiter Asset Management Ltd. 0.21% Add +18.6% 53,175 $22.4M
Knights of Columbus Asset Advisors LLC 1.62% Reduce -9.4% 53,147 $22.3M
Advisory Services Network, LLC 0.49% Add +12.7% 52,566 $22.1M
Focus Financial Network, Inc. 1.08% — 55,175 $22.1M
Gradient Investments LLC 0.51% Add +1.8% 52,451 $22.1M
HRT Financial LP 0.13% Add +43.2% 52,141 $21.9M
Wilbanks Smith & Thomas Asset Management LLC 0.61% Add +2.2% 52,029 $21.9M
ABN AMRO Bank N.V. 0.33% Reduce -0.2% 51,930 $21.8M
WP Advisors, LLC 7.17% Reduce -0.0% 51,938 $21.8M
Empirical Finance, LLC 1.34% Add +4.7% 51,744 $21.8M
Ramsay, Stattman, Vela & Price, Inc. 4.16% Reduce -0.6% 51,681 $21.7M
Henshaw Capital LLC 1.02% No change 51,650 $21.7M
Savant Capital, LLC 0.25% Add +2.8% 51,487 $21.7M
Absher Wealth Management, LLC 3.00% Reduce -4.6% 51,417 $21.6M
Chicago Capital, LLC 0.66% Add +1.5% 51,313 $21.6M
Wealthspire Advisors, LLC 0.29% Reduce -3.0% 51,298 $21.6M
Burney Co./ 0.82% Reduce -0.7% 51,137 $21.5M
Community Trust & Investment Co. 1.51% Reduce -1.7% 51,133 $21.5M
BI Asset Management Fondsmaeglerselskab A/S 0.41% Reduce -21.3% 51,130 $21.5M
Sculati Wealth Management, LLC 9.30% Reduce -1.1% 51,089 $21.5M
Stephenson & Company, Inc. 15.69% Add +7.0% 51,030 $21.5M
Ridgewood Investments LLC 11.36% Reduce -0.9% 50,975 $21.4M
Eagle Capital Management LLC 0.08% Reduce -12.8% 50,820 $21.4M
Dupree Financial Group, LLC 10.10% Add +32.7% 50,808 $21.4M
First Trust Direct Indexing L.P. 1.59% Add +9.9% 50,758 $21.3M
Pallas Capital Advisors LLC 0.88% Add +3.7% 50,519 $21.2M
Suncoast Equity Management 2.49% Add +2.5% 50,406 $21.2M
Prio Wealth Limited Partnership 0.61% Add +0.4% 50,279 $21.1M
Park Avenue Securities LLC 0.27% Add +13.0% 50,123 $21.1M
Citizens Financial Group Inc. 0.70% Add +7.8% 49,888 $21.0M
Bahl & Gaynor LLC 0.12% Add +0.9% 49,350 $20.8M
Lazard Freres Gestion S.A.S. 0.51% Add +2.1% 49,181 $20.7M
Beacon Financial Group 2.37% Reduce -1.3% 49,135 $20.7M
Franklin Street Advisors Inc. 1.53% Add +1.2% 49,080 $20.6M
Fairholme Capital Management 1.36% Reduce -60.2% 48,958 $20.6M
Violich Capital Management, Inc. 2.91% Add +2.9% 48,427 $20.4M
Pekin Hardy Strauss, Inc. 2.78% Reduce -3.0% 48,251 $20.3M
Nwam LLC 1.64% Reduce -15.0% 49,825 $20.3M
Beacon Financial Planning, Inc. 14.13% Reduce -0.7% 48,137 $20.2M
Belpointe Asset Management LLC 1.52% Add +1.0% 48,117 $20.2M
Greenline Partners, LLC 3.22% Reduce -2.9% 48,018 $20.2M
QVT Financial LP 1.93% No change 47,946 $20.2M
Focus Partners Advisor Solutions, LLC 0.58% Add +262.3% 47,711 $20.1M
J.W. Cole Advisors, Inc. 1.01% Add +11.7% 47,698 $20.1M
Motley Fool Wealth Management, LLC 1.04% Reduce -0.5% 47,696 $20.1M
Snowden Capital Advisors LLC 0.63% Add +38.0% 47,628 $20.0M
Valmark Advisers, Inc. 0.35% Add +4.9% 47,561 $20.0M
Mirador Capital Partners LP 3.81% Reduce -13.0% 47,514 $20.0M
Waratah Capital Advisors Ltd. 1.02% Reduce -18.7% 47,480 $20.0M
Capital Investment Advisors, LLC 0.47% Add +4.3% 47,458 $20.0M
Cim, LLC 3.02% Reduce -0.1% 47,430 $19.9M
Borer Denton & Associates, Inc. 7.03% Add +0.9% 47,253 $19.9M
Hi-Line Capital Management, LLC 7.03% Reduce -0.9% 47,116 $19.8M
Harbour Trust & Investment Management Co 2.48% Reduce -6.3% 47,022 $19.8M
Synovus Financial Corp. 0.26% Add +2.3% 46,985 $19.8M
Weik Capital Management 8.39% Reduce -1.1% 46,950 $19.7M
Banco Santander, S.A. 0.24% Add +2.0% 46,859 $19.7M
NBT Bank, N.A. 1.44% Reduce -0.7% 46,786 $19.7M
Wills Financial Group, Inc. 9.25% Reduce -0.3% 46,718 $19.6M
Concurrent Investment Advisors, LLC 0.79% Add +5.4% 46,474 $19.5M
Dynamic Advisor Solutions LLC 0.66% Add +9.1% 46,448 $19.5M
Waldron Private Wealth LLC 0.88% Add +2.0% 46,359 $19.5M
Lee Johnson Capital Management, LLC 10.10% Add +32.5% 46,223 $19.4M
Harris Associates (Oakmark Funds) 0.03% Reduce -38.1% 46,038 $19.4M
NEOS Investment Management LLC 1.20% Add +78.4% 46,036 $19.4M
Connectus Wealth, LLC 0.52% Add +0.8% 80,483 $19.3M
Banyan Capital Management, Inc. 10.85% Reduce -0.2% 45,502 $19.1M
Horizon Kinetics Asset Management LLC 0.37% Reduce -2.4% 45,496 $19.1M
Unison Asset Management LLC 10.01% Add +0.2% 45,456 $19.1M
Coldstream Capital Management Inc. 0.48% Add +2.6% 45,309 $19.1M
Monterey Private Wealth, Inc. 7.65% Reduce -3.6% 45,309 $19.1M
Shell Asset Management Co. 0.86% Reduce -2.3% 46,669 $19.0M
Vantage Wealth 4.40% Reduce -19.5% 44,886 $18.9M
Robertson Stephens Wealth Management, LLC 1.03% Add +35.9% 44,804 $18.8M
FineMark National Bank & Trust 0.70% Add +0.4% 44,688 $18.8M
IFP Advisors, Inc 0.82% Add +0.1% 44,666 $18.8M
White Knight Strategic Wealth Advisors, LLC 19.47% Reduce -0.4% 44,562 $18.7M
Rakuten Investment Management, Inc. 0.14% Add +978.2% 44,551 $18.7M
W.G. Shaheen & Associates DBA Whitney & Co 2.23% Add +1.5% 44,403 $18.7M
Aldebaran Capital, LLC 17.83% Reduce -4.1% 44,375 $18.7M
East Coast Asset Management, LLC. 6.74% Add +0.3% 43,961 $18.5M
Geneos Wealth Management Inc. 0.84% Add +6.9% 43,883 $18.5M
CORDA Investment Management, LLC. 1.47% Reduce -4.6% 43,817 $18.4M
Cornerstone Advisory, LLC 2.62% Add +2.8% 43,654 $18.4M
Hollow Brook Wealth Management LLC 6.79% Add +0.6% 43,646 $18.4M
Simplex Trading, LLC 0.53% Add +237.3% 43,561 $18.3M
Ruffer LLP 0.70% Reduce -17.0% 43,440 $18.3M
Tidal Investments LLC 0.31% Add +14.3% 43,344 $18.2M
Accredited Investors Inc. 1.17% Reduce -10.7% 43,340 $18.2M
Brookstone Capital Management 0.33% Reduce -12.1% 43,318 $18.2M
TLW Wealth Management, LLC 11.58% Reduce -0.1% 43,247 $18.2M
RB Capital Management, LLC 5.10% Add +3.8% 43,195 $18.2M
Overbrook Management Corp 4.87% Reduce -34.4% 43,087 $18.1M
Mendota Financial Group, LLC 10.58% Reduce -13.2% 43,029 $18.1M
HighPoint Advisor Group LLC 1.28% Add +0.1% 43,913 $18.1M
Fiduciary Alliance LLC 3.18% Reduce -1.2% 42,906 $18.0M
Argent Trust Co 0.81% Reduce -1.0% 42,856 $18.0M
Edge Wealth Management LLC 3.78% Add +0.3% 42,745 $18.0M
Haverford Trust Co 0.19% Add +0.3% 42,685 $17.9M
Burns J W & Co. Inc. 2.50% Reduce -1.9% 42,635 $17.9M
WCG Wealth Advisors LLC 1.50% Reduce -21.1% 42,633 $17.9M
Fragasso Financial Advisors Inc 1.50% Reduce -0.7% 42,229 $17.8M
Riverview Capital Advisers, LLC 6.08% No change 41,977 $17.7M
Financial Security Advisor, Inc. 6.17% Add +0.1% 41,972 $17.7M
Great Valley Advisor Group, Inc. 0.53% Add +77.4% 41,790 $17.6M
Punch & Associates Investment Management, Inc. 1.00% Reduce -6.3% 41,604 $17.5M
Pinnacle Wealth Management Advisory Group, LLC 1.86% Reduce -0.2% 41,282 $17.4M
Buckley Wealth Management, LLC 5.57% Reduce -1.0% 41,276 $17.4M
Amica Mutual Insurance Co. 1.77% Reduce -6.4% 41,216 $17.3M
Massachusetts Financial Services Co. 0.01% Reduce -0.6% 41,080 $17.3M
NorthRock Partners, LLC 0.66% Add +4.7% 41,069 $17.3M
Daymark Wealth Partners, LLC 0.92% Add +2.9% 40,866 $17.2M
Kiley Juergens Wealth Management, LLC 5.29% Add +0.1% 40,652 $17.1M
Koa Wealth Management, LLC 15.34% Reduce -0.7% 40,480 $17.0M
OneDigital Investment Advisors LLC 0.27% Add +5.1% 40,411 $17.0M
Anchor Capital Advisors LLC 0.44% Reduce -3.8% 40,374 $17.0M
Stolper Co 6.09% Reduce -0.2% 40,143 $16.9M
Arete Wealth Advisors, LLC 1.56% Reduce -0.5% 40,103 $16.9M
Naman Capital Ltda 6.56% No change 40,000 $16.8M
Longbow Finance SA 1.70% Add +1.4% 39,973 $16.8M
Cahill Financial Advisors Inc. 2.29% Add +2.4% 39,966 $16.8M
Exchange Capital Management, Inc. 2.73% Add +1.4% 39,955 $16.8M
Financial Avengers, Inc. 8.87% Add +901.8% 397,678 $16.7M
Spire Wealth Management 0.31% Reduce -9.3% 39,735 $16.7M
SVB Wealth LLC 0.37% Reduce -3.9% 39,697 $16.7M
N.E.W. Advisory Services LLC 1.85% Add +0.3% 39,672 $16.7M
Baltimore-Washington Financial Advisors, Inc. 1.06% Add +18.8% 39,539 $16.6M
Eagle Ridge Investment Management 1.53% Reduce -1.8% 39,523 $16.6M
Hudson Value Partners, LLC 7.04% Reduce -0.1% 39,403 $16.6M
Wedge Capital Management L L P 0.27% Reduce -0.4% 39,290 $16.5M
Townsend & Associates, Inc 1.93% Add +1.0% 40,392 $16.5M
Kavar Capital Partners Group, LLC 3.01% Add +19.3% 40,107 $16.3M
Epacria Capital Partners, LLC 11.89% No change 38,760 $16.3M
Bar Harbor Wealth Management 1.09% Reduce -1.8% 38,606 $16.2M
Tennessee Valley Asset Management Partners 3.92% Add +2.5% 38,552 $16.2M
Well Done, LLC 3.19% Reduce -1.9% 38,551 $16.2M
SWAN Capital LLC 9.21% Reduce -1.9% 38,524 $16.2M
Trinity Financial Advisors LLC 7.24% Add +3.8% 38,263 $16.1M
Muhlenkamp & Co. Inc. 4.66% Add +0.9% 38,183 $16.1M
Raymond James Trust N.A. 0.39% Reduce -12.5% 37,945 $16.0M
Ballentine Partners, LLC 0.30% Reduce -6.7% 37,790 $15.9M
Kingsview Wealth Management, LLC 0.40% Add +5.4% 37,718 $15.9M
Hayek Kallen Investment Management 6.04% Add +0.3% 37,502 $15.8M
Arnhold LLC 1.66% Reduce -0.9% 37,388 $15.7M
Evergreen Capital Management LLC 0.59% Add +1.4% 37,267 $15.7M
Steele Capital Management, Inc. 0.90% Add +2.5% 37,232 $15.7M
Worldquant Millennium Advisors LLC 0.19% Reduce -25.4% 37,223 $15.7M
TBH Global Asset Management, LLC 3.12% Add +2.8% 37,144 $15.6M
Anchor Investment Management, LLC 1.63% Add +14.3% 37,074 $15.6M
Stockman Wealth Management, Inc. 2.75% Reduce -3.1% 36,978 $15.5M
Brighton Jones LLC 0.56% Add +15.1% 36,978 $15.5M
CHURCHILL MANAGEMENT Corp 0.19% Add +1.7% 36,939 $15.5M
Venture Visionary Partners LLC 0.73% Add +3.0% 36,778 $15.5M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2.38% Reduce -19.5% 36,668 $15.4M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3.79% Reduce -3.1% 36,476 $15.3M
Intrinsic Value Partners, LLC 16.34% Reduce -2.5% 36,454 $15.3M
Capitolis Liquid Global Markets LLC 0.24% New 35,801 $15.1M
WealthPlan Investment Management, LLC 2.29% Add +0.7% 35,717 $15.0M
GYL Financial Synergies, LLC 1.18% Add +0.9% 35,650 $15.0M
Ritholtz Wealth Management 0.52% Add +4.4% 35,610 $15.0M
Summit Asset Management, LLC 1.77% Reduce -0.4% 35,397 $14.9M
Dock Street Asset Management Inc. 2.22% Reduce -13.1% 35,354 $14.9M
Pettyjohn, Wood & White, Inc. 2.96% Reduce -0.1% 35,344 $14.9M
Cypress Capital Group 1.78% Add +11.1% 35,295 $14.8M
XML Financial, LLC 1.52% Reduce -5.4% 35,229 $14.8M
Osborne Partners Capital Management, LLC 0.91% Reduce -0.3% 35,226 $14.8M
Highland Capital Management, LLC 0.85% Reduce -3.1% 35,144 $14.8M
Alberta Investment Management Corp 0.16% No change 35,100 $14.8M
American Trust Investment Advisors, LLC 7.03% Add +0.6% 35,065 $14.7M
Harspring Capital Management, LLC 3.47% Reduce -39.7% 35,000 $14.7M
Bright Rock Capital Management, LLC 3.05% Reduce -12.5% 35,000 $14.7M
Court Place Advisors, LLC 4.74% Reduce -2.3% 34,978 $14.7M
Thoroughbred Financial Services, LLC 1.41% Reduce -16.3% 34,967 $14.7M
Fogel Capital Management, Inc. 8.61% New 30,902 $14.6M
Ledyard National Bank 1.41% Reduce -4.7% 34,676 $14.6M
Principal Securities, Inc. 0.45% Add +5.7% 34,566 $14.5M
Caprock Group, LLC 0.83% Add +2.1% 34,457 $14.5M
Inlet Private Wealth, LLC 4.03% Reduce -0.7% 34,310 $14.4M
Alerus Financial NA 1.09% Reduce -2.4% 34,191 $14.4M
Navera Investment Management Ltd. 0.28% Reduce -0.7% 33,976 $14.3M
NORTHSTAR ASSET MANAGEMENT Co 3.51% Add +0.3% 33,850 $14.2M
CCM Investment Advisers LLC 1.70% Reduce -1.0% 33,807 $14.2M
First American Bank 1.07% Add +2.3% 33,782 $14.2M
WealthBridge Capital Management, LLC 4.77% Reduce -0.4% 33,666 $14.2M
BTG Pactual Global Asset Management Ltd 4.51% New 33,652 $14.2M
Heirloom Wealth Management 4.81% Reduce -1.9% 33,535 $14.1M
Prudential PLC 0.12% Reduce -55.9% 33,533 $14.1M
First Hawaiian Bank 0.44% Reduce -6.3% 33,476 $14.1M
Prospera Financial Services Inc 0.42% Add +1.0% 33,324 $14.0M
Eos Management, L.P. 5.81% No change 33,250 $14.0M
Hutner Capital Management Inc. 7.56% Reduce -0.1% 33,134 $13.9M
O'Brien Greene & Co. Inc 4.58% Add +0.9% 33,028 $13.9M
Old North State Wealth Management, LLC 9.07% Add +2.1% 33,018 $13.9M
Regis Management CO LLC 4.22% No change 32,969 $13.9M
Kelman-Lazarov, Inc. 2.69% Reduce -2.2% 32,789 $13.8M
Baader Bank Aktiengesellschaft 1.12% Reduce -3.9% 32,695 $13.7M
Ameritas Investment Partners, Inc. 0.47% Reduce -2.1% 32,533 $13.7M
Hollencrest Capital Management 0.63% Reduce -9.5% 32,519 $13.7M
Fisher Asset Management 0.01% Reduce -11.9% 32,474 $13.7M
Columbia Asset Management 2.77% Reduce -0.0% 38,272 $13.7M
Patton Fund Management, Inc. 2.47% Reduce -3.1% 32,411 $13.6M
Essex Financial Services, Inc. 1.25% Add +0.2% 32,335 $13.6M
NovaPoint Capital, LLC 4.76% Reduce -14.5% 32,316 $13.6M
Palisade Capital Management, LP 0.40% Reduce -4.4% 32,249 $13.6M
Segall Bryant & Hamill, LLC 0.25% Reduce -15.8% 32,204 $13.5M
Meiji Yasuda Asset Management Co Ltd. 0.57% Reduce -13.1% 31,930 $13.4M
Hamilton Capital Partners Inc. 1.62% Add +67.6% 31,885 $13.4M
Banque Cantonale Vaudoise 0.52% Add +16.9% 31,825 $13.4M
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV 0.91% No change 31,780 $13.4M
Tokio Marine Asset Management Co. Ltd. 0.67% Add +9.8% 31,741 $13.3M
Summit Financial Strategies, Inc. 1.86% Reduce -4.5% 31,678 $13.3M
Coston, McIsaac & Partners 4.24% Add +1.1% 31,402 $13.2M
Frisch Financial Group, Inc. 4.38% Reduce -14.7% 31,382 $13.2M
Woodmont Investment Counsel LLC 1.11% Add +0.5% 31,382 $13.2M
Capstone Investment Advisors, LLC 0.46% New 31,373 $13.2M
Peak Planning Group, LLC 8.23% Add +4.0% 31,224 $13.1M
DoubleLine ETF Adviser LP 3.34% Add +2.5% 31,209 $13.1M
ICONIQ Capital, LLC 0.23% Reduce -4.1% 31,193 $13.1M
Kelleher Financial Advisors 5.43% Reduce -24.9% 31,151 $13.1M
Lakeside Advisors, INC. 8.38% Reduce -0.1% 31,140 $13.1M
Highlander Capital Management, LLC 5.18% Reduce -2.6% 31,125 $13.1M
Phraction Management LLC 5.51% Reduce -1.9% 31,121 $13.1M
NewEdge Wealth, LLC 0.29% Add +44.6% 32,634 $13.1M
Solidarity Wealth, LLC 4.09% Reduce -2.1% 31,070 $13.1M
Boit C F David 7.13% Reduce -1.5% 32,728 $13.0M
West Coast Financial LLC 1.58% Add +0.1% 30,989 $13.0M
Regency Capital Management Inc.\DE 8.26% Add +1.3% 30,880 $13.0M
Waterfront Wealth Inc. 3.61% Add +0.7% 31,965 $12.9M
Studio Investment Management LLC 3.07% Add +1.8% 30,715 $12.9M
American National Bank & Trust Co. 3.05% — 30,677 $12.9M
Eagle Global Advisors LLC 0.72% Reduce -0.5% 30,258 $12.7M
Pittenger & Anderson Inc. 0.52% Add +0.3% 30,219 $12.7M
Empowered Funds, LLC 0.23% Add +14.7% 30,169 $12.7M
Trajan Wealth LLC 0.86% — 30,136 $12.7M
First National Advisers, LLC 2.83% Add +15.5% 30,070 $12.6M
AlTi Global, Inc. 0.35% Reduce -8.5% 30,014 $12.6M
Richard Bernstein Advisors LLC 0.27% No change 29,983 $12.6M
Keystone Financial Group 1.84% Add +11.0% 29,938 $12.6M
Summit Trail Advisors, LLC 0.33% Add +4.0% 29,921 $12.6M
GTS Securities LLC 0.34% Reduce -36.0% 29,887 $12.6M
Greenwood Capital Associates LLC 1.67% Reduce -10.8% 29,881 $12.6M
Global Retirement Partners, LLC 0.47% Add +1.1% 29,794 $12.5M
Level Four Advisory Services, LLC 0.69% Add +2.2% 35,119 $12.5M
Meixler Investment Management, Ltd. 9.39% Reduce -4.5% 29,754 $12.5M
Delta Financial Group, Inc. 3.68% Reduce -1.2% 29,736 $12.5M
FRG Family Wealth Advisors LLC 2.45% Reduce -1.7% 31,469 $12.5M
Farther Finance Advisors, LLC 0.76% Add +3.3% 29,684 $12.5M
Venator Management LLC 3.70% Reduce -0.3% 29,654 $12.5M
Allegheny Financial Group 3.84% Add +7.0% 29,626 $12.5M
Glassy Mountain Advisors, Inc. 4.68% Reduce -1.5% 29,593 $12.4M
First Merchants Corp. 0.93% Add +3.0% 29,548 $12.4M
Shelton Capital Management 0.36% Reduce -29.3% 29,539 $12.4M
Horizon Investments, LLC 0.33% Add +4.7% 29,468 $12.4M
Telos Capital Management, Inc. 1.40% Reduce -2.4% 29,467 $12.4M
Stratos Investment Management, LLC 1.21% Add +6.5% 29,450 $12.4M
Banque Pictet & Cie SA 0.13% Add +476.0% 29,375 $12.4M
Presidio Capital Management, LLC 9.00% Add +10.3% 29,360 $12.3M
Degroof Petercam Asset Management 0.15% Add +0.5% 29,330 $12.3M
Trust Co of Kansas 6.71% Reduce -0.5% 29,252 $12.3M
IHT Wealth Management, LLC 0.49% Reduce -18.5% 29,208 $12.3M
Axxcess Wealth Management, LLC 0.35% Reduce -45.8% 29,152 $12.3M
Elevation Point Wealth Partners, LLC 0.94% Add +58.5% 29,069 $12.2M
Timber Creek Capital Management LLC 3.80% Reduce -12.4% 28,903 $12.2M
SlateStone Wealth, LLC 1.22% Add +0.8% 28,851 $12.1M
Covey Capital Advisors, LLC 14.63% Reduce -10.1% 28,808 $12.1M
Optiver Holding B.V. 0.50% New 28,706 $12.1M
Bailard, Inc. 0.33% Reduce -0.3% 28,691 $12.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.39% Reduce -0.8% 28,712 $12.1M
Asset Planning Corporation 8.80% Reduce -2.0% 28,656 $12.1M
SeaCrest Wealth Management, LLC 1.47% Reduce -4.6% 28,652 $12.0M
Moors & Cabot, Inc. 0.65% Reduce -2.9% 28,574 $12.0M
KCM Investment Advisors LLC 0.45% Add +11.6% 28,562 $12.0M
Twin Capital Management Inc. 1.48% Reduce -5.6% 28,475 $12.0M
Steel Grove Capital Advisors, LLC 1.59% Reduce -6.3% 28,446 $12.0M
Boston Financial Mangement LLC 0.38% Reduce -1.5% 28,369 $11.9M
Balentine LLC 0.35% Reduce -20.8% 28,276 $11.9M
Mitchell Capital Management Co. 2.27% Add +4.0% 28,168 $11.8M
K.J. Harrison & Partners Inc 1.83% No change 28,151 $11.8M
CreativeOne Wealth, LLC 0.47% Add +727.7% 28,150 $11.8M
Rehmann Capital Advisory Group 0.88% Add +1.9% 28,122 $11.8M
Moloney Securities Asset Management, LLC 1.79% Add +3.6% 28,056 $11.8M
Jump Financial, LLC 0.32% Add +412.0% 27,921 $11.7M
VELA Investment Management, LLC 4.30% Reduce -0.5% 27,769 $11.7M
Private Wealth Group, LLC 6.03% Add +0.1% 27,670 $11.6M
DF Dent & Co. Inc. 0.14% Add +0.2% 27,650 $11.6M
Smithfield Trust Co 0.62% Reduce -1.3% 27,621 $11.6M
Middleton & Co. Inc. 1.34% Reduce -0.7% 27,571 $11.6M
Strategic Blueprint, LLC 0.82% Add +2.2% 27,545 $11.6M
Benjamin F. Edwards & Company, Inc. 0.21% Reduce -0.5% 27,497 $11.6M
Community Bank & Trust, Waco, Texas 2.83% Add +0.1% 27,432 $11.5M
Wilkins Investment Counsel Inc. 1.68% Add +1270.5% 27,410 $11.5M
Jacobs Levy Equity Management, Inc. 0.05% Add +70.8% 27,349 $11.5M
Martin Investment Management, LLC 2.82% Reduce -1.1% 27,293 $11.5M
Harbor Advisory Corp. 3.90% Reduce -1.5% 27,242 $11.5M
LFL Advisers, LLC 4.13% Add +9.2% 27,188 $11.4M
Pitcairn Co. 0.74% Add +4.9% 27,172 $11.4M
Cumberland Advisors Inc. 4.24% Add +5.3% 27,135 $11.4M
Profund Advisors LLC 0.44% Add +3.1% 27,089 $11.4M
Lake Street Advisors Group, LLC 0.53% Add +2.1% 27,083 $11.4M
Gryphon Financial Partners LLC 1.93% Reduce -5.7% 27,017 $11.4M
Northside Capital Management, LLC 2.02% Reduce -0.1% 26,924 $11.3M
Courant Investment Management LLC 9.39% No change 26,872 $11.3M
Gladstone Institutional Advisory LLC 0.62% Reduce -9.6% 26,793 $11.3M
Annandale Capital, LLC 2.53% No change 26,636 $11.2M
Lombard Odier Asset Management (Switzerland) SA 0.79% Add +164.8% 26,565 $11.2M
Wealth Architects, LLC 1.47% Reduce -0.2% 26,525 $11.2M
Gifford Fong Associates 3.07% No change 26,500 $11.1M
Raab & Moskowitz Asset Management LLC 3.12% Add +0.6% 26,481 $11.1M
Mairs & Power Inc. 0.11% Add +8.9% 26,464 $11.1M
Janney Capital Management LLC 0.74% Reduce -4.1% 26,423 $11.1M
HBK Sorce Advisory LLC 0.39% Add +3.9% 26,406 $11.1M
Capital Analysts, LLC 0.52% Reduce -0.4% 26,290 $11.1M
Montag A & Associates Inc. 0.55% Add +0.0% 26,285 $11.1M
JCP Investment Management, LLC 17.58% No change 26,224 $11.0M
McDaniel Terry & Co. 0.98% Add +0.7% 26,218 $11.0M
Means Investment Co., Inc. 1.42% Add +7.4% 26,136 $11.0M
Winch Advisory Services, LLC 3.34% Add +0.7% 25,994 $10.9M
Mather Group, Llc. 0.17% Reduce -6.7% 30,578 $10.9M
Coastline Trust Co 1.32% Add +7.5% 25,907 $10.9M
Cubic Asset Management, LLC 2.58% Reduce -0.1% 25,888 $10.9M
Clio Asset Management LLC 7.84% Add +0.1% 25,784 $10.8M
Oxford Financial Group, LTD. LLC 0.75% Reduce -15.5% 25,742 $10.8M
World Equity Group, Inc. 2.22% Reduce -1.6% 25,714 $10.8M
Arkadios Wealth Advisors 0.84% Add +52.5% 25,623 $10.8M
Hilltop Holdings Inc. 1.20% Add +4.7% 25,591 $10.8M
Simmons Bank 0.81% Add +0.6% 25,590 $10.8M
Joel Isaacson & Co., LLC 0.59% Reduce -0.6% 25,587 $10.8M
PFG Advisors 0.78% Add +4.3% 25,426 $10.7M
Hartline Investment Corp./ 1.88% Add +16.9% 25,359 $10.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.88% Reduce -0.5% 25,359 $10.7M
Sterling Investment Management, LLC 7.49% Reduce -0.1% 25,267 $10.6M
Schonfeld Strategic Advisors LLC 0.08% Add +73.7% 25,200 $10.6M
Mezzasalma Advisors, LLC 5.00% Add +7.8% 25,142 $10.6M
Karpas Strategies, LLC 3.29% Reduce -0.3% 25,141 $10.6M
Jasper Ridge Partners, L.P. 0.33% No change 25,000 $10.5M
Schechter Investment Advisors, LLC 0.79% Add +14.2% 24,978 $10.5M
Silicon Valley Capital Partners 1.57% Add +20.5% 24,967 $10.5M
Auxier Asset Management LLC 1.60% Reduce -0.5% 24,963 $10.5M
HFR Wealth Management, LLC 2.65% Reduce -0.2% 24,959 $10.5M
Cypress Asset Management Inc. 2.85% Add +7.5% 24,451 $10.5M
Wilmington Savings Fund Society, FSB 0.40% — 24,953 $10.5M
O'Keefe Stevens Advisory, Inc. 3.44% Add +3.0% 24,944 $10.5M
Vestcor Inc 0.36% Reduce -10.5% 24,907 $10.5M
Simon Quick Advisors, LLC 0.78% Add +4.0% 24,881 $10.5M
Stokes Family Office, LLC 1.31% Add +1.2% 24,869 $10.5M
Vident Advisory, LLC 0.22% Add +9.8% 24,863 $10.5M
Canal Capital Management, LLC 1.75% Add +5.1% 24,781 $10.4M
Mgo One Seven LLC 0.54% Reduce -9.7% 24,717 $10.4M
Searcy Financial Services Inc. 5.29% Reduce -1.8% 24,716 $10.4M
Eldred Rock Partners, LLC 5.64% Add +1.0% 24,629 $10.4M
Heron Bay Capital Management 2.20% Reduce -0.7% 24,602 $10.3M
Tradition Wealth Management, LLC 1.05% Reduce -1.5% 24,588 $10.3M
Global Endowment Management, LP 1.08% Reduce -6.8% 24,562 $10.3M
Alley Investment Management Company, LLC 1.42% Reduce -0.8% 24,519 $10.3M
LexAurum Advisors, LLC 2.61% Add +1.7% 24,461 $10.3M
SOA Wealth Advisors, LLC. 2.13% Reduce -0.7% 24,455 $10.3M
KMG Fiduciary Partners, LLC 1.07% Add +1.5% 24,450 $10.3M
TCW Group Inc. 0.10% Reduce -14.7% 24,429 $10.3M
Carmel Capital Management L.L.C. 4.21% Add +0.3% 24,388 $10.3M
Ashton Thomas Private Wealth, LLC 0.59% Add +6.9% 24,353 $10.2M
Caldwell Trust Co 1.19% Reduce -1.8% 24,324 $10.2M
Fenimore Asset Management Inc 0.22% Reduce -5.6% 24,304 $10.2M
Wedmont Private Capital 0.75% Add +2.1% 24,631 $10.2M
Zhang Financial LLC 0.76% Add +0.2% 24,272 $10.2M
Arlington Trust Co LLC 2.62% Reduce -5.5% 24,251 $10.2M
Murphy Pohlad Asset Management LLC 3.98% Reduce -3.6% 24,192 $10.2M
Kovack Advisors, Inc. 1.23% Add +0.1% 24,122 $10.1M
Stone Run Capital, LLC 3.87% Reduce -4.0% 24,100 $10.1M
Financial Partners Group, LLC 3.92% Reduce -2.1% 24,096 $10.1M
Bradley & Co. Private Wealth Management, LLC 8.19% Add +3.2% 24,085 $10.1M
Vinva Investment Management Ltd 0.57% Reduce -15.1% 24,057 $10.1M
First Interstate Bank 0.70% Reduce -5.0% 24,034 $10.1M
Vienna Asset Management LLC 9.22% Add +4.5% 24,016 $10.1M
Cambridge Trust Co. 0.38% Reduce -0.4% 23,999 $10.1M
Independent Financial Group, LLC 0.46% Add +9.8% 23,938 $10.1M
Steward Partners Investment Solutions, LLC 1.69% Add +251.6% 23,877 $10.0M
Asset Advisors Investment Management, LLC 1.12% Reduce -0.3% 23,827 $10.0M
Avanda Investment Management Pte. Ltd. 1.34% Reduce -56.1% 23,750 $10.0M
Integrated Advisors Network LLC 0.51% Add +10.8% 23,714 $10.0M
Hudock, Inc. 2.20% Reduce -0.3% 23,710 $10.0M
Beacon Investment Advisors LLC 5.68% Add +0.8% 23,690 $10.0M
IFG Advisory, LLC 0.74% Reduce -10.1% 23,672 $10.0M
Garner Asset Management Corp 3.76% Add +3.5% 23,616 $9.9M
SeaBridge Investment Advisors LLC 2.61% Add +5.7% 23,582 $9.9M
Procyon Advisors, LLC 0.77% Reduce -1.8% 23,500 $9.9M
Spectrum Wealth Counsel, LLC 1.21% Add +29.1% 23,424 $9.9M
Buttonwood Financial Advisors Inc. 4.63% Add +2.4% 23,402 $9.8M
Lorne Steinberg Wealth Management Inc. 3.07% Add +0.0% 23,364 $9.8M
AMG National Trust Bank 0.29% Add +1.8% 23,351 $9.8M
Walter & Keenan Wealth Management LLC /in/ 3.22% Reduce -0.1% 23,338 $9.8M
Weil Company, Inc. 3.88% Reduce -2.0% 23,264 $9.8M
Bennett Selby Investments LP 4.55% Add +3.2% 23,210 $9.8M
Hikari Tsushin, Inc. 0.77% Add +6.4% 23,172 $9.7M
LM Advisors LLC 1.71% Add +59.3% 23,087 $9.7M
Grey Street Capital, LLC 1.31% Add +445.0% 23,082 $9.7M
Keeler Thomas Management LLC 3.32% Reduce -2.5% 23,203 $9.7M
Blue Trust, Inc. 0.14% Reduce -1.3% 22,961 $9.7M
Trustmark Bank Trust Department 0.79% Add +19.5% 22,896 $9.6M
Trek Financial, LLC 0.76% Add +6.0% 22,849 $9.6M
S&T Bank 1.84% Reduce -13.4% 22,841 $9.6M
Intrust Bank NA 1.03% Add +1.4% 22,777 $9.6M
Private Advisory Group LLC 1.36% New 22,731 $9.6M
Goelzer Investment Management, Inc. 0.54% Reduce -4.5% 22,685 $9.5M
Principle Wealth Partners LLC 0.74% Add +0.8% 22,649 $9.5M
Leavell Investment Management, Inc. 0.55% Add +0.7% 22,575 $9.5M
Financial Advocates Investment Management 0.55% Add +7.7% 22,555 $9.5M
Colonial Trust Advisors 0.94% Reduce -0.8% 22,543 $9.5M
Chronos Wealth Management, LLC 5.53% Reduce -0.7% 22,482 $9.5M
Beverly Hills Private Wealth, LLC 2.20% Add +6.8% 22,472 $9.4M
Arlington Financial Advisors, LLC 2.07% Reduce -2.8% 22,458 $9.4M
Forvis Mazars Wealth Advisors, LLC 0.24% Reduce -1.0% 22,443 $9.4M
Excalibur Management Corp. 3.99% Add +0.2% 22,410 $9.4M
Granite FO LLC 5.54% No change 20,280 $9.4M
Buckhead Capital Management LLC 3.18% Add +2.5% 22,358 $9.4M
Princeton Global Asset Management LLC 2.23% Reduce -3.3% 22,292 $9.4M
Lakewood Asset Management LLC 6.37% Add +3.3% 22,287 $9.4M
Composition Wealth, LLC 0.24% Add +2.0% 22,266 $9.4M
Brooktree Capital Management 7.20% Reduce -4.6% 22,202 $9.3M
Bristlecone Advisors, LLC 0.82% Add +0.3% 22,119 $9.3M
TAGStone Capital, Inc. 5.43% No change 22,065 $9.3M
BBR Partners, LLC 0.74% Add +16.0% 22,014 $9.3M
Fulton Bank, N.A. 0.38% Reduce -0.3% 21,983 $9.2M
HUB Investment Partners, LLC 0.51% Add +20.1% 21,903 $9.2M
Marietta Investment Partners LLC 2.01% Reduce -0.7% 21,893 $9.2M
Clarius Group, LLC 0.63% Reduce -10.6% 21,839 $9.2M
Citizens National Bank Trust Department 2.13% Add +1.9% 21,819 $9.2M
Transcend Capital Advisors, LLC 0.73% Add +0.8% 21,727 $9.1M
Meeder Advisory Services, Inc. 0.93% Add +3.2% 21,710 $9.1M
Concentric Capital Strategies, LP 0.58% Reduce -29.0% 21,627 $9.1M
Seaview Investment Managers LLC 2.73% Add +3.1% 21,583 $9.1M
Reaves W H & Co. Inc. 0.33% Reduce -5.6% 21,560 $9.1M
Clarity Financial LLC 1.40% Add +1.4% 21,539 $9.1M
Quadrant Capital Group LLC 0.71% Reduce -1.5% 21,534 $9.1M
Evanson Asset Management, LLC 0.67% Add +0.6% 21,518 $9.0M
Meritage Portfolio Management 0.58% Reduce -4.9% 21,460 $9.0M
Zacks Investment Management 0.10% Add +13.8% 21,408 $9.0M
Riverstone Advisors, LLC 5.36% Add +1.5% 21,366 $9.0M
Blackhill Capital Inc. 0.51% No change 21,244 $8.9M
SAM Advisors, LLC 3.29% Add +0.3% 21,169 $8.9M
Flputnam Investment Management Co. 0.19% Add +3.4% 21,013 $8.8M
Brasada Capital Management, LP 1.58% Reduce -1.5% 20,889 $8.8M
Jackson Square Capital, LLC 2.26% Add +0.8% 20,887 $8.8M
Peoples Bank 6.87% Reduce -1.2% 20,882 $8.8M
Trust Asset Management LLC 0.77% No change 20,872 $8.8M
Resonant Capital Advisors, LLC 0.75% Add +3.1% 20,862 $8.8M
PDS Planning, Inc 0.92% Add +1.7% 20,831 $8.8M
Cornerstone Wealth Group, LLC 0.81% Add +24.5% 20,739 $8.7M
Certified Advisory Corp 1.22% Add +1.4% 20,712 $8.7M
Delta Investment Management, LLC 1.98% Reduce -4.1% 20,696 $8.7M
UniSuper Management Pty Ltd 0.08% Add +111.3% 20,687 $8.7M
Whalerock Point Partners, LLC 2.45% Add +0.3% 20,658 $8.7M
Compound Planning, Inc. 0.80% Add +40.7% 20,657 $8.7M
Donaldson Capital Management, LLC 0.36% Add +4.6% 20,647 $8.7M
Regatta Capital Group, LLC 1.95% Add +0.3% 20,637 $8.7M
L2 Asset Management, LLC 2.84% Add +6.2% 20,603 $8.7M
Tompkins Financial Corp. 0.98% Add +2.4% 20,585 $8.7M
Corsair Capital Management, L.P. 2.43% Reduce -1.1% 20,555 $8.6M
Ar Asset Management Inc. 2.13% No change 20,518 $8.6M
Mayflower Financial Advisors, LLC 1.44% Add +1.1% 20,513 $8.6M
TD Private Client Wealth LLC 0.28% Add +9.0% 20,470 $8.6M
Drive Wealth Management, LLC 2.41% Add +5.6% 20,462 $8.6M
Moseley Investment Management Inc. 4.27% Add +4.0% 20,457 $8.6M
Castlekeep Investment Advisors LLC 6.18% Add +9.6% 20,414 $8.6M
Embree Financial Group 1.68% Reduce -1.8% 20,358 $8.6M
Harvey Capital Management Inc. 2.49% No change 20,277 $8.5M
RE Dickinson Investment Advisors, LLC 5.33% Reduce -0.8% 20,275 $8.5M
TCI Wealth Advisors, Inc. 0.84% Reduce -2.5% 20,234 $8.5M
Edge Capital Group, LLC 0.42% Reduce -9.1% 20,230 $8.5M
Boston Research & Management Inc. 2.09% Reduce -0.1% 20,099 $8.5M
Financial Insights, Inc. 2.43% Reduce -1.6% 20,081 $8.4M
Cape Cod Five Cents Savings Bank 0.81% Add +0.7% 20,053 $8.4M
Fagan Associates, Inc. 1.58% Add +2.7% 19,993 $8.4M
Summit Global Investments 0.62% Add +31.9% 19,926 $8.4M
Sweeney & Michel, LLC 3.71% — 20,409 $8.4M
Marietta Wealth Management, LLC 1.38% Add +0.3% 19,897 $8.4M
Mill Creek Capital Advisors, LLC 0.23% Reduce -0.0% 19,868 $8.4M
Baldwin Investment Management, LLC 1.13% Reduce -3.5% 19,863 $8.4M
Moneco Advisors, LLC 1.32% Add +28.5% 19,814 $8.3M
Wesbanco Bank Inc. 0.31% Add +21.5% 19,813 $8.3M
Carmichael Hill & Associates, Inc. 3.43% Reduce -1.3% 19,809 $8.3M
Stratos Wealth Advisors, LLC 0.49% Reduce -4.6% 19,757 $8.3M
Marble Harbor Investment Counsel, LLC 0.95% No change 19,645 $8.3M
Silver Lake Advisory, LLC 2.00% Reduce -0.2% 19,637 $8.3M
Graybill Wealth Management, LTD. 3.47% Reduce -18.5% 19,606 $8.2M
Sabal Trust CO 0.48% Add +2.0% 19,534 $8.2M
Heritage Investors Management Corp. 0.29% Reduce -3.4% 19,505 $8.2M
DCM Advisors, LLC 3.38% Reduce -18.0% 19,501 $8.2M
Wealthcare Advisory Partners LLC 0.27% Add +10.9% 19,448 $8.2M
Abbrea Capital, LLC 1.07% Reduce -0.2% 19,285 $8.1M
Montis Financial, LLC 3.85% Reduce -0.6% 19,259 $8.1M
LGT Fund Management Co Ltd. 3.39% Add +7.5% 19,245 $8.1M
PFG Investments, LLC 0.49% Add +98.9% 19,189 $8.1M
RFG Advisory, LLC 0.27% Add +2.6% 19,174 $8.1M
Regal Investment Advisors LLC 0.55% Add +0.8% 19,158 $8.1M
BLB&B Advisors, LLC 0.45% Add +4.7% 19,028 $8.0M
Woodstock Corp. 0.83% Reduce -1.1% 19,004 $8.0M
Strategy Asset Managers LLC 1.71% Reduce -3.3% 18,985 $8.0M
Foster Group, Inc. 0.40% Reduce -4.2% 18,954 $8.0M
LS Investment Advisors, LLC 1.26% Reduce -1.1% 18,925 $8.0M
Congress Park Capital LLC 3.52% Reduce -10.3% 18,907 $8.0M
Ellis Investment Partners, LLC 1.73% Reduce -1.2% 18,875 $7.9M
Iowa State Bank 1.75% Reduce -4.1% 18,856 $7.9M
Harbour Investments, Inc. 0.28% Reduce -6.0% 18,835 $7.9M
McDonald Partners LLC 2.18% Reduce -5.4% 18,815 $7.9M
Pavion Blue Capital, LLC 3.91% Add +7.9% 18,788 $7.9M
WBH Advisory Inc. 0.81% Reduce -0.1% 18,776 $7.9M
Avantax Planning Partners, Inc. 0.26% Add +10.1% 18,774 $7.9M
Mitchell McLeod Pugh & Williams Inc. 1.90% Add +4.3% 18,773 $7.9M
Ascent Group, LLC 0.69% Add +3.2% 18,754 $7.9M
Bedel Financial Consulting, Inc. 1.24% Reduce -0.1% 18,750 $7.9M
Graypoint LLC 0.57% Add +2.3% 18,749 $7.9M
Evoke Wealth, LLC 0.23% New 18,710 $7.9M
Fort Point Capital Partners LLC 1.06% Add +0.8% 18,694 $7.9M
Mechanics Bank Trust Department 1.15% Reduce -0.8% 18,685 $7.9M
Sargent Investment Group, LLC 1.72% Reduce -2.6% 18,674 $7.9M
Chemung Canal Trust Co. 1.51% Reduce -16.7% 18,638 $7.8M
Family Manage LLC 1.45% Reduce -3.7% 18,631 $7.8M
International Assets Investment Management, LLC 0.82% Add +6.0% 18,562 $7.8M
Grandview Asset Management LLC 3.54% Add +0.3% 18,521 $7.8M
Berkshire Asset Management LLC 0.41% Add +3.6% 18,519 $7.8M
Capricorn Fund Managers Ltd 4.69% No change 18,515 $7.8M
Moser Wealth Advisors, LLC 4.33% Add +2.2% 18,473 $7.8M
Cigna Investments Inc. 1.47% Reduce -0.7% 18,465 $7.8M
M Holdings Securities, Inc. 1.30% Add +1.4% 18,427 $7.7M
Cambridge Advisors Inc. 1.83% No change 18,413 $7.7M
Jamison Private Wealth Management, Inc. 1.30% Add +3.6% 18,288 $7.7M
Councilmark Asset Management, LLC 5.53% — 18,247 $7.7M
AlphaCore Capital LLC 2.04% Add +2.1% 18,227 $7.7M
Summit Financial, LLC 0.45% Add +13.3% 18,203 $7.7M
Benson Investment Management Company, Inc. 3.25% Add +0.5% 18,197 $7.7M
Stelac Advisory Services LLC 3.58% No change 18,125 $7.6M
Salvus Wealth Management, LLC 5.20% Reduce -0.4% 18,107 $7.6M
Aviance Capital Partners, LLC 1.13% Add +21.0% 18,091 $7.6M
Glen Eagle Advisors, LLC 1.44% Reduce -3.0% 18,076 $7.6M
Destiny Wealth Partners, LLC 1.36% Reduce -2.3% 18,014 $7.6M
Shorepath Capital Management LLC 5.98% Add +2.7% 18,003 $7.6M
First Wilshire Securities Management Inc. 2.21% Add +1.6% 17,938 $7.5M
Clarity Wealth Advisors, LLC 2.55% Add +0.4% 17,913 $7.5M
Tortoise Investment Management, LLC 0.91% Add +0.3% 17,893 $7.5M
Dorsey & Whitney Trust CO LLC 0.51% Add +0.1% 17,861 $7.5M
Bank of New Hampshire 1.97% Add +0.3% 17,858 $7.5M
National Philanthropic Trust 0.16% Reduce -0.8% 17,856 $7.5M
GPS Wealth Strategies Group, LLC 1.21% Add +30.9% 17,755 $7.5M
Royal Capital Wealth Management, LLC 5.86% Add +0.4% 17,746 $7.5M
Centaurus Financial, Inc. 0.52% Add +5.8% 17,664 $7.4M
Pflug Koory, LLC 0.53% Reduce -0.6% 17,658 $7.4M
Sound View Wealth Advisors Group, LLC 0.79% Reduce -7.6% 17,617 $7.4M
Hanson & Doremus Investment Management 1.27% New 17,547 $7.4M
Codex Capital, L.L.C. 3.59% No change 17,525 $7.4M
Greytown Advisors Inc. 4.14% Reduce -4.4% 17,494 $7.4M
Kennon-Green & Company, LLC 6.84% Reduce -2.5% 17,446 $7.3M
Pacifica Partners Inc. 3.24% Reduce -0.7% 17,869 $7.3M
Circle Wealth Management, LLC 0.18% Add +1.2% 17,409 $7.3M
Cornerstone Management, Inc. 1.62% Reduce -0.4% 17,356 $7.3M
Bank of Hawaii 0.36% Add +4.9% 17,344 $7.3M
Concourse Financial Group Securities, Inc. 0.47% Add +8.3% 17,341 $7.3M
Capital Asset Advisory Services LLC 0.42% Add +7.7% 17,376 $7.3M
Laurel Wealth Advisors LLC 1.25% Add +2.8% 17,282 $7.3M
Crawford Investment Counsel Inc. 0.14% Reduce -14.1% 17,279 $7.3M
Centre Asset Management, LLC 1.73% Reduce -4.9% 17,269 $7.3M
Siemens Fonds Invest GmbH 0.56% Reduce -4.2% 17,236 $7.2M
Tevis Investment Management 6.14% Reduce -0.1% 17,176 $7.2M
Old National Bancorp 0.17% Reduce -6.4% 17,147 $7.2M
Redmond Asset Management, LLC 2.28% Reduce -11.5% 17,099 $7.2M
Birinyi Associates Inc. 2.34% Reduce -0.1% 17,090 $7.2M
Foundations Investment Advisors, LLC 0.19% Add +12.6% 17,062 $7.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.22% Add +3.2% 17,019 $7.2M
Douglas Lane & Associates, LLC 0.10% Reduce -3.8% 16,994 $7.1M
B & T Capital Management DBA Alpha Capital Management 1.38% Reduce -1.8% 16,871 $7.1M
Beddow Capital Management Inc. 3.19% Add +0.1% 16,805 $7.1M
Nilsine Partners, LLC 0.96% Add +9.0% 16,789 $7.1M
Cascade Financial Partners, LLC 1.02% — 17,499 $7.1M
Proficio Capital Partners LLC 0.78% Add +9.1% 16,779 $7.1M
Geo Capital Gestora de Recursos Ltd 7.96% Add +0.2% 16,767 $7.1M
Connecticut Wealth Management, LLC 0.38% Reduce -4.1% 16,766 $7.1M
Van Leeuwen & Company, LLC 3.57% Reduce -1.1% 16,741 $7.0M
Cooper Financial Group 1.16% Add +6.0% 16,740 $7.0M
Watchman Group, Inc. 2.12% Reduce -1.0% 16,693 $7.0M
Core Alternative Capital 1.26% Add +4.6% 16,693 $7.0M
Patriot Financial Group Insurance Agency, LLC 1.11% Add +9.7% 16,615 $7.0M
Commerzbank Aktiengesellschaft 0.23% Add +23.5% 16,576 $7.0M
Trust Point Inc. 0.55% Reduce -6.9% 16,564 $7.0M
Avestar Capital, LLC 0.80% Add +18.6% 16,537 $7.0M
GUNN & Co INVESTMENT MANAGEMENT, INC. 5.22% Reduce -91.0% 16,512 $6.9M
Curi Capital, LLC 0.16% Add +25.9% 16,490 $6.9M
Akre Capital Management 0.06% Reduce -0.4% 16,490 $6.9M
Financial Strategies Group, Inc. 1.86% Add +20.8% 16,693 $6.9M
D L Carlson Investment Group Inc. 1.35% Reduce -34.6% 16,457 $6.9M
3Chopt Investment Partners, LLC 2.84% Reduce -0.2% 16,456 $6.9M
Acas, LLC 6.69% Add +10.9% 16,437 $6.9M
Kingswood Wealth Advisors, LLC 0.80% Reduce -10.7% 16,405 $6.9M
Leelyn Smith, LLC 1.38% Reduce -0.2% 16,400 $6.9M
Smith Group Asset Management, LLC 0.39% Reduce -28.4% 16,397 $6.9M
L.M. Kohn & Company 1.93% Add +6.4% 16,360 $6.9M
Baldwin Wealth Partners LLC 0.52% Reduce -0.4% 16,354 $6.9M
Pine Valley Investments Ltd Liability Co 0.54% Add +2.5% 16,348 $6.9M
Foyston, Gordon & Payne Inc 1.65% No change 16,323 $6.9M
Ethic Inc. 0.17% Add +14.0% 16,317 $6.9M
McDonough Capital Management, Inc 5.41% Add +1.2% 16,293 $6.9M
High Note Wealth, LLC 2.23% Add +4.7% 16,283 $6.8M
Heritage Trust Co 0.92% Reduce -1.2% 16,271 $6.8M
Eagle Strategies LLC 1.52% Add +1266.4% 16,260 $6.8M
Stephens Consulting, LLC 2.09% Reduce -2.4% 16,208 $6.8M
Manhattan West Asset Management, LLC 1.63% Add +17.8% 16,189 $6.8M
First PREMIER Bank 1.80% Add +7.2% 16,157 $6.8M
Old Port Advisors 2.07% Add +0.2% 16,114 $6.8M
Realta Investment Advisors 1.40% Reduce -12.7% 16,111 $6.8M
First Horizon Advisors, Inc. 0.21% Reduce -3.4% 16,069 $6.8M
Syon Capital LLC 0.64% Add +2.3% 16,059 $6.8M
Checchi Capital Advisers, LLC 0.53% Reduce -17.2% 16,054 $6.8M
Plancorp, LLC 0.29% Add +3.0% 16,021 $6.7M
Verdence Capital Advisors LLC 0.61% Add +3.8% 15,963 $6.7M
Pointe Capital Management LLC 4.10% Add +0.9% 15,958 $6.7M
Pinion Investment Advisors, LLC 3.48% Add +7.9% 15,928 $6.7M
Azimuth Capital Investment Management LLC 0.28% Reduce -12.0% 15,907 $6.7M
Benedict Financial Advisors Inc. 1.70% Reduce -1.3% 15,905 $6.7M
CX Institutional 0.32% Add +1.0% 15,838 $6.7M
Aldebaran Financial Inc. 9.39% Reduce -0.5% 15,799 $6.6M
1ST Source Bank 0.39% Reduce -15.4% 15,798 $6.6M
Pure Financial Advisors, LLC 0.21% Add +1.0% 15,784 $6.6M
Clayton Partners LLC 5.63% Reduce -19.6% 15,758 $6.6M
TRUE Private Wealth Advisors 0.76% Reduce -10.7% 15,756 $6.6M
Costello Asset Management, INC 4.72% Add +15.4% 15,706 $6.6M
Evergreen Private Wealth LLC 3.31% Add +1.9% 15,704 $6.6M
Cross Staff Investments Inc 5.55% Add +0.5% 15,670 $6.6M
Flagship Harbor Advisors, LLC 0.42% Reduce -7.0% 15,665 $6.6M
Armstrong Advisory Group, Inc. 0.64% No change 18,440 $6.6M
Qtron Investments LLC 0.93% Add +8.1% 15,610 $6.6M
Sandy Cove Advisors, LLC 3.02% Add +29.4% 15,561 $6.5M
North Star Investment Management Corp. 0.47% Add +17.6% 15,553 $6.5M
Nomura Holdings Inc. 0.05% Reduce -57.8% 15,474 $6.5M
Meitav Investment House Ltd. 0.13% Add +152.8% 15,494 $6.5M
Tritonpoint Wealth, LLC 0.68% Reduce -2.2% 18,523 $6.5M
EverSource Wealth Advisors, LLC 0.51% Add +14.7% 16,326 $6.5M
Creegan & Nassoura Financial Group, LLC 4.32% Add +1.1% 15,365 $6.5M
Pegasus Asset Management, Inc. 2.01% Add +0.7% 15,326 $6.4M
WASHINGTON TRUST Co 0.24% Reduce -0.7% 15,295 $6.4M
Supplemental Annuity Collective Trust of NJ 2.00% No change 15,250 $6.4M
Baker Tilly Wealth Management, LLC 1.16% Add +3.9% 15,243 $6.4M
Stiles Financial Services Inc 2.57% Add +0.7% 15,306 $6.4M
Legacy CG, LLC 2.32% Add +8.8% 15,224 $6.4M
Little House Capital LLC 2.12% Reduce -7.6% 15,186 $6.4M
Independent Investors Inc. 1.52% No change 15,137 $6.4M
Lake Street Private Wealth, LLC 0.88% Add +6.2% 15,121 $6.4M
Blue Fin Capital, Inc. 1.42% Reduce -0.3% 15,102 $6.4M
Tradewinds, LLC. 3.04% — 15,097 $6.3M
Genesee Capital Advisors, LLC 3.47% Reduce -0.7% 15,093 $6.3M
Fort Sheridan Advisors LLC 1.19% Add +3.8% 15,028 $6.3M
Icon Wealth Advisors, LLC 0.59% Add +19.9% 15,024 $6.3M
City Holding Co. 0.95% Add +0.6% 15,015 $6.3M
Imprint Wealth LLC 1.53% Add +896.1% 15,011 $6.3M
Lindbrook Capital, LLC 0.59% Add +6.5% 14,940 $6.3M
Arrow Financial Corp 0.62% Reduce -3.4% 14,881 $6.3M
Quotient Wealth Partners, LLC 0.22% Reduce -25.4% 14,875 $6.3M
Traynor Capital Management, Inc. 0.59% Add +8.6% 14,824 $6.2M
Knuff & Co LLC 2.09% Reduce -1.4% 14,808 $6.2M
RPg Family Wealth Advisory, LLC 1.97% Reduce -2.1% 14,798 $6.2M
Phoenix Financial Ltd. 0.09% Add +8.8% 14,806 $6.2M
Centered Wealth LLC dba Miller Equity Capital Advisors 2.57% No change 14,780 $6.2M
Xcel Wealth Management, LLC 1.95% Add +4.2% 14,756 $6.2M
Evolution Wealth Advisors, LLC 1.19% Reduce -1.0% 14,748 $6.2M
Fidelis Capital Partners, LLC 0.94% Add +25.7% 14,748 $6.2M
Security National Bank of So Dak 3.73% Reduce -1.9% 14,746 $6.2M
LVW Advisors, LLC 1.05% Reduce -0.6% 14,746 $6.2M
Cloverfields Capital Group, LP 2.08% Add +8.0% 14,712 $6.2M
Apriem Advisors 0.78% Reduce -1.6% 14,699 $6.2M
Van Hulzen Asset Management, LLC 0.41% Reduce -3.8% 14,699 $6.2M
AllGen Financial Advisors, Inc. 2.52% New 14,697 $6.2M
Jaffetilchin Investment Partners, LLC 0.55% Add +4.1% 14,688 $6.2M
CJM Wealth Advisers, Ltd. 2.33% Reduce -2.5% 14,621 $6.1M
Appleton Partners Inc. 0.48% Reduce -6.3% 14,607 $6.1M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.01% Reduce -1.0% 14,592 $6.1M
Wendell David Associates Inc. 0.62% Add +2.5% 14,570 $6.1M
Correct Capital Wealth Management 1.41% Reduce -0.3% 14,557 $6.1M
RK Asset Management, LLC 4.98% Reduce -2.5% 14,554 $6.1M
Westmount Partners, LLC 2.19% Reduce -0.9% 14,502 $6.1M
Bragg Financial Advisors, Inc 0.27% Reduce -0.9% 14,493 $6.1M
Visionary Wealth Advisors 0.41% Add +2.3% 14,492 $6.1M
Dana Investment Advisors, Inc. 0.20% Reduce -2.9% 14,489 $6.1M
Tower Bridge Advisors 0.63% Reduce -7.3% 14,456 $6.1M
University of Texas/Texas Am Investment Management Co. 1.66% No change 17,029 $6.1M
Carolinas Wealth Consulting LLC 1.19% Reduce -1.8% 14,379 $6.0M
4J Wealth Management LLC 5.22% Reduce -1.7% 14,378 $6.0M
Calamos Wealth Management LLC 0.35% Reduce -4.0% 14,355 $6.0M
Leo Wealth, LLC 0.62% Add +3.2% 14,357 $6.0M
AEGON ASSET MANAGEMENT UK Plc 0.09% Reduce -3.0% 14,351 $6.0M
Schmidt P J Investment Management Inc. 1.14% Reduce -1.1% 14,305 $6.0M
Blue Zone Wealth Advisors, LLC 2.07% Add +0.1% 14,291 $6.0M
Slow Capital, Inc. 0.96% Add +0.6% 14,282 $6.0M
Trivium Point Advisory, LLC 1.29% Reduce -7.1% 14,276 $6.0M
CW Advisors, LLC 0.10% Reduce -19.9% 14,264 $6.0M
ARS Wealth Advisors Group, LLC 0.81% Reduce -4.7% 14,264 $6.0M
Thomas Story & Son LLC 2.53% Reduce -0.1% 14,232 $6.0M
Truvestments Capital LLC 2.30% Add +53.1% 14,230 $6.0M
Fielder Capital Group LLC 2.67% Add +6.8% 14,220 $6.0M
Peterson Wealth Services 2.17% Reduce -0.7% 14,169 $6.0M
Aaron Wealth Advisors LLC 0.85% Reduce -13.3% 14,144 $5.9M
Global Trust Asset Management, LLC 2.44% Add +3.8% 14,129 $5.9M
Security National Bank of Sioux City Iowa 4.18% Reduce -2.6% 14,104 $5.9M
Apexium Financial, LP 0.45% Reduce -18.8% 14,101 $5.9M
Channel Wealth LLC 2.38% Reduce -7.5% 14,079 $5.9M
Carson Advisory Inc. 4.16% Add +0.3% 14,069 $5.9M
Pinnacle Bancorp, Inc. 1.75% Add +0.4% 14,058 $5.9M
Sky Investment Group LLC 1.16% Add +1.9% 14,036 $5.9M
Plante Moran Financial Advisors, LLC 0.63% Add +5.0% 14,035 $5.9M
Old West Investment Management, LLC 2.98% Add +68.0% 14,020 $5.9M
Udine Wealth Management, Inc. 4.05% Reduce -1.4% 13,974 $5.9M
Quantum Capital Management, LLC / NJ 0.64% Reduce -0.6% 13,969 $5.9M
Cardiff Park Advisors, LLC 0.56% No change 13,937 $5.9M
Granite Bay Wealth Management, LLC 3.32% Reduce -98.6% 13,894 $5.8M
Guardian Wealth Advisors, LLC / NC 0.71% Add +29.0% 13,834 $5.8M
Signet Investment Advisory Group, Inc. 3.18% Add +4.0% 13,823 $5.8M
Brady Family Wealth, LLC 1.88% Add +1.9% 13,821 $5.8M
Nvest Financial, LLC 3.86% Add +0.6% 13,771 $5.8M
Center for Financial Planning, Inc. 0.86% Reduce -0.0% 13,730 $5.8M
Titleist Asset Management, LLC 1.01% Add +16.3% 13,698 $5.8M
Richmond Brothers, Inc. 10.67% Reduce -7.1% 13,693 $5.8M
Biltmore Family Office, LLC 1.13% Add +2.5% 13,666 $5.7M
Wambolt & Associates, LLC 1.72% Add +23.5% 13,632 $5.7M
Parkwood LLC 0.60% Reduce -36.9% 13,598 $5.7M
Patten Group, Inc. 1.41% Add +3.5% 13,584 $5.7M
Crescent Grove Advisors, LLC 0.59% Reduce -0.7% 13,548 $5.7M
TFC Financial Management, Inc. 1.01% Reduce -0.8% 13,547 $5.7M
First Command Advisory Services, Inc. 0.06% Add +0.2% 13,536 $5.7M
Delta Asset Management LLC 0.50% Add +5.1% 13,535 $5.7M
Main Street Financial Solutions, LLC 0.61% Add +61.6% 13,532 $5.7M
MSH Capital Advisors LLC 2.00% Add +3.3% 13,520 $5.7M
Royce & Associates LP 0.05% No change 13,500 $5.7M
Olstein Capital Management, L.P. 0.93% Reduce -20.6% 13,500 $5.7M
Cozad Asset Management Inc. 0.59% Reduce -0.4% 13,471 $5.7M
Credential Qtrade Securities Inc. 0.30% Add +4.5% 13,462 $5.7M
Sage Mountain Advisors LLC 0.59% Add +7.9% 13,441 $5.7M
Trinity Legacy Partners, LLC 1.66% Reduce -2.4% 13,439 $5.7M
Plato Investment Management Ltd 0.58% Add +1601.1% 13,405 $5.6M
Atlas Capital Advisors Inc. 0.88% Add +0.7% 13,402 $5.6M
Sonata Capital Group Inc. 2.55% Add +2.9% 13,320 $5.6M
Bellwether Advisors, LLC 1.23% Add +1.2% 13,303 $5.6M
Oldfather Financial Services, LLC 2.30% Reduce -0.4% 13,295 $5.6M
Martin & Co. Inc. 1.36% Reduce -2.6% 13,277 $5.6M
Blueprint Investment Partners LLC 1.10% Add +1.2% 13,273 $5.6M
Sepio Capital, LP 0.48% Reduce -7.1% 13,266 $5.6M
Krilogy Financial LLC 0.43% Add +5.1% 13,264 $5.6M
Hodges Capital Management Inc. 0.35% Add +62.9% 13,204 $5.6M
First National Corp. /Ma/ 1.36% Reduce -0.0% 15,560 $5.5M
First Heartland Consultants, Inc. 0.58% Add +0.2% 13,178 $5.5M
Private Trust Co. NA 0.60% Add +10.6% 13,138 $5.5M
Sivia Capital Partners, LLC 3.75% Add +2.2% 13,127 $5.5M
City State Bank 2.43% Add +0.1% 13,075 $5.5M
Vise Technologies, Inc. 1.08% Reduce -1.4% 13,023 $5.5M
WNY Asset Management, LLC 0.84% Add +1.1% 13,018 $5.5M
Jacobs & Co. 0.58% Reduce -0.8% 13,008 $5.5M
Bison Wealth, LLC 0.89% Reduce -0.4% 13,006 $5.5M
Avidian Wealth Enterprises, LLC 0.29% Add +7.3% 12,985 $5.5M
Nadler Financial Group, Inc. 0.67% No change 12,982 $5.5M
Moran Wealth Management, LLC 0.18% Reduce -3.4% 12,979 $5.5M
Arlington Partners LLC 2.78% Reduce -22.6% 12,973 $5.5M
Mission Creek Capital Partners, Inc. 1.42% Add +18.3% 12,966 $5.5M
Atlantic Union Bankshares Corp 0.46% Add +9.3% 12,963 $5.5M
Dagco, Inc. 2.48% Add +5178.8% 12,933 $5.4M
Horan Capital Advisors, LLC. 1.93% Reduce -2.7% 12,919 $5.4M
OneAscent Financial Services LLC 0.60% Add +4.5% 12,913 $5.4M
Ransom Advisory, Ltd 2.89% — 12,886 $5.4M
Samjo Management, LLC 1.91% No change 12,885 $5.4M
Lynch & Associates 1.25% Reduce -1.3% 12,874 $5.4M
Perennial Investment Advisors, LLC 0.82% Reduce -1.8% 12,865 $5.4M
Legacy Advisors, LLC 0.68% Add +0.6% 12,833 $5.4M
Granite Investment Partners, LLC 0.21% Reduce -0.8% 12,824 $5.4M
Dodge & Cox 0.00% No change 12,820 $5.4M
Uncommon Cents Investing LLC 1.65% Add +0.2% 12,811 $5.4M
Canton Hathaway, LLC 1.44% Reduce -2.3% 12,779 $5.4M
Kinsale Capital Group, Inc. 2.12% Add +18.0% 12,772 $5.4M
Balefire, LLC 1.94% Reduce -45.3% 12,765 $5.4M
Autumn Glory Partners, LLC 2.63% No change 12,763 $5.4M
Naviter Wealth, LLC 0.88% Add +13.1% 12,759 $5.4M
Strategic Advisors LLC 1.06% Reduce -7.0% 12,730 $5.4M
Capital Advisors Wealth Management, LLC 1.11% Add +3.2% 12,699 $5.3M
Teamwork Financial Advisors, LLC 0.82% Reduce -19.4% 12,694 $5.3M
Parkside Financial Bank & Trust 0.86% Reduce -0.2% 12,687 $5.3M
Stonebridge Capital Management Inc. 2.38% Add +2.0% 12,674 $5.3M
Marathon Capital Management 1.27% Reduce -1.4% 12,566 $5.3M
Beach Investment Counsel Inc. 0.65% No change 14,798 $5.3M
Gratus Wealth Advisors, LLC 0.97% Reduce -0.7% 13,187 $5.3M
Philadelphia Financial Management of San Francisco, LLC 1.10% New 12,540 $5.3M
Asset Dedication, LLC 0.39% Reduce -3.4% 12,481 $5.3M
Howard Financial Services, LTD. 0.91% Add +0.9% 12,532 $5.3M
Magnus Financial Group LLC 0.63% Add +1.5% 12,492 $5.3M
Cornell Pochily Investment Advisors, Inc. 2.08% Reduce -1.7% 12,473 $5.2M
Earned Wealth Advisors, LLC 2.00% Add +2.1% 12,463 $5.2M
American Investment Services, Inc. 0.93% No change 12,462 $5.2M
Employees Retirement System of Texas 0.06% Reduce -45.6% 12,440 $5.2M
Forbes J M & Co. LLP 0.57% Add +0.4% 12,426 $5.2M
Bridgewater Advisors Inc. 0.78% Reduce -1.3% 12,413 $5.2M
Criterion Capital Advisors, LLC 3.48% Add +2.9% 12,408 $5.2M
Hyperion Capital Advisors LP 2.46% No change 12,402 $5.2M
Colonial Trust Co / SC 0.97% Add +0.0% 12,368 $5.2M
Harbour Investment Management LLC 2.44% Reduce -2.3% 12,359 $5.2M
Stansberry Asset Management, LLC 0.74% Add +21.1% 12,326 $5.2M
Gerber Kawasaki Wealth & Investment Management 0.28% Reduce -7.5% 12,287 $5.2M
Clark Capital Management Group, Inc. 0.04% Add +11.3% 12,286 $5.2M
Cornerstone Wealth Management, LLC 0.42% Reduce -1.7% 12,282 $5.2M
Conning Inc. 0.18% Reduce -2.5% 12,238 $5.1M
CVA Family Office, LLC 0.92% Add +0.7% 12,224 $5.1M
Northwest & Ethical Investments L.P. 0.15% Reduce -5.5% 12,221 $5.1M
B.O.S.S. Retirement Advisors, LLC 1.96% Reduce -8.0% 14,379 $5.1M
Pacific Sun Financial Corp 2.98% Reduce -0.6% 12,187 $5.1M
Cedar Brook Financial Partners, LLC 1.01% Add +9.1% 12,183 $5.1M
Johnson Financial Group, Inc. 0.28% Reduce -8.0% 12,176 $5.1M
Waddell & Associates, LLC 0.69% Reduce -4.2% 12,157 $5.1M
New Hampshire Trust 1.20% Add +7.2% 12,155 $5.1M
Goodman Advisory Group, LLC 1.62% Reduce -13.6% 12,140 $5.1M
Evergreen Wealth Management, LLC 3.44% No change 12,102 $5.1M
Aire Advisors, LLC 1.14% Reduce -1.8% 12,077 $5.1M
Csenge Advisory Group 0.28% Reduce -2.5% 12,069 $5.1M
Hancock Whitney Corp. 0.18% Reduce -0.7% 12,058 $5.1M
Permanens Capital L.P. 0.62% New 12,049 $5.1M
Hedeker Wealth, LLC 1.46% Add +1.1% 12,036 $5.1M
Lineweaver Wealth Advisors, LLC 1.20% Add +4.3% 12,022 $5.1M
Midland Wealth Advisors, LLC 0.31% Add +1.6% 12,018 $5.1M
Grant/GrossMendelsohn, LLC 2.35% Reduce -15.8% 12,168 $5.0M
Muirfield Wealth Advisors LLC 4.86% Reduce -1.4% 11,996 $5.0M
GAMMA Investing LLC 1.03% Add +27.6% 11,994 $5.0M
Hillcrest Wealth Advisors - NY, LLC 2.73% Reduce -9.0% 11,990 $5.0M
James Investment Research, Inc. 0.60% Add +12.3% 11,988 $5.0M
Basepoint Wealth LLC 3.77% Reduce -0.4% 11,927 $5.0M
Union Heritage Capital, LLC 1.99% Add +17.9% 11,916 $5.0M
HTLF Bank 0.58% Add +5.1% 11,907 $5.0M
Harfst & Associates, Inc. 1.19% Add +7.6% 11,892 $5.0M
Merrion Investment Management Co, LLC 3.57% No change 11,889 $5.0M
CIC Wealth, LLC 1.45% Reduce -0.6% 11,862 $5.0M
Apella Capital, LLC 0.25% Add +1.1% 12,023 $5.0M
Chase Investment Counsel Corp. 1.86% Add +0.3% 11,855 $5.0M
Capital City Trust Co. 1.39% Reduce -5.6% 11,848 $5.0M
Crewe Advisors LLC 0.58% Add +7.0% 11,847 $5.0M
Vickerman Investment Advisors, Inc. 1.61% Reduce -1.5% 11,838 $5.0M
Financial Engines Advisors L.L.C. 0.01% Add +1.3% 11,823 $5.0M
Diligent Investors, LLC 1.25% Add +0.8% 11,816 $5.0M
Scott & Selber, Inc. 1.69% Add +0.3% 11,783 $5.0M
Sumitomo Life Insurance Co. 0.13% Reduce -14.9% 11,776 $5.0M
Archford Capital Strategies, LLC 0.83% Reduce -0.8% 11,770 $4.9M
Resolute Wealth Strategies, LLC 3.00% Add +1.5% 11,755 $4.9M
Blume Capital Management, Inc. 1.21% Reduce -1.1% 11,750 $4.9M
SageView Advisory Group, LLC 0.25% Reduce -9.6% 11,749 $4.9M
Confluence Wealth Services, Inc. 0.44% Add +10.9% 11,726 $4.9M
Investment House LLC 0.29% Reduce -30.1% 11,718 $4.9M
Cardinal Point Capital Management ULC 0.94% Add +10.9% 11,716 $4.9M
Central Pacific Bank - Trust Division 0.64% — 11,705 $4.9M
Strong Tower Advisory Services 1.97% Reduce -1.3% 11,697 $4.9M
XXEC, Inc. 3.70% No change 11,679 $4.9M
Advisors Asset Management, Inc. 0.09% Reduce -4.5% 11,641 $4.9M
American Money Management, LLC 1.02% Reduce -3.1% 11,616 $4.9M
Ridgepath Capital Management LLC 5.49% Add +1.8% 11,608 $4.9M
Sloy Dahl & Holst, LLC 1.15% Reduce -0.6% 11,601 $4.9M
Trust Co of the South 1.13% New 11,580 $4.9M
Fiera Capital Corp 0.01% Reduce -0.6% 11,571 $4.9M
NorthCrest Asset Manangement, LLC 0.17% Add +3.5% 11,563 $4.9M
Hilltop National Bank 1.65% — 11,559 $4.9M
Bellecapital International Ltd. 1.08% No change 11,509 $4.8M
Apollon Financial, LLC 1.67% Add +8.3% 11,494 $4.8M
Mason & Associates Inc 1.29% Add +20.0% 11,472 $4.8M
Intrepid Capital Management Inc. 3.12% Add +3.7% 11,464 $4.8M
Strategic Planning Group, LLC 1.20% Add +15.8% 11,448 $4.8M
Core Wealth Partners LLC 3.63% Add +2.7% 11,421 $4.8M
Leibman Financial Services, Inc. 3.65% Add +1.7% 11,312 $4.8M
First National Bank Sioux Falls 2.59% Reduce -0.3% 11,296 $4.8M
J. W. Coons Advisors, LLC 0.83% Add +3.5% 11,271 $4.7M
Webster Bank, N. A. 0.53% Add +5.5% 11,246 $4.7M
Eagle Capital Management, LLC 2.13% Reduce -0.3% 11,242 $4.7M
Griffin Asset Management, Inc. 0.56% Reduce -0.2% 11,239 $4.7M
Gallacher Capital Management LLC 2.41% Add +0.3% 11,226 $4.7M
CPC Advisors, LLC 0.81% Add +10.9% 11,201 $4.7M
Oak Family Advisors, LLC 1.81% Reduce -36.8% 11,178 $4.7M
WMS Partners, LLC 0.32% Reduce -0.6% 11,171 $4.7M
McKinley Capital Management LLC 0.56% Reduce -7.8% 11,160 $4.7M
StoneX Group Inc. 0.42% Reduce -3.7% 11,133 $4.7M
Heartland Advisors Inc. 0.24% Reduce -0.9% 11,117 $4.7M
Reynders McVeigh Capital Management, LLC 0.27% Add +0.6% 11,106 $4.7M
Northwest Wealth Management, LLC 1.28% Add +0.8% 11,104 $4.7M
AIMZ Investment Advisors, LLC 1.74% Reduce -2.7% 11,087 $4.7M
Capital Investment Advisory Services, LLC 0.50% Reduce -4.9% 11,076 $4.7M
Global Assets Advisory, LLC 2.80% Add +0.9% 11,081 $4.7M
Investidor Profissional Gestao de Recursos Ltda. 3.44% Reduce -78.4% 11,059 $4.7M
Burford Brothers, Inc. 3.04% Add +2.0% 11,014 $4.6M
Curtis Advisory Group, LLC 1.79% Reduce -0.9% 11,002 $4.6M
Bislett Management, LLC 2.90% No change 11,000 $4.6M
BigSur Wealth Management LLC 1.45% Add +37.1% 10,985 $4.6M
Headlands Technologies LLC 1.11% Add +32205.9% 10,984 $4.6M
HCR Wealth Advisors 0.70% Reduce -28.3% 10,968 $4.6M
SMART Wealth LLC 2.08% Add +8.9% 10,961 $4.6M
Trust Co 0.60% Add +62.0% 10,939 $4.6M
Whitener Capital Management, Inc. 1.50% Add +2.2% 10,932 $4.6M
Institute for Wealth Management, LLC. 0.59% Add +6.5% 10,902 $4.6M
Investment Management Associates Inc. 1.58% Reduce -1.2% 10,896 $4.6M
Priebe Wealth Holdings LLC 3.57% Add +1.9% 10,878 $4.6M
Delta Financial Advisors LLC 1.81% Add +0.8% 10,873 $4.6M
Tiller Private Wealth, Inc. 2.04% Reduce -0.8% 10,856 $4.6M
MIdWestOne Financial Group, Inc. 0.82% Reduce -2.1% 10,846 $4.6M
GS Investments, Inc. 2.20% Reduce -0.1% 10,827 $4.6M
Sentry Investment Management LLC 1.76% No change 10,795 $4.5M
Tiemann Investment Advisors, LLC 2.03% Reduce -1.1% 10,795 $4.5M
Madison Park Capital Advisors, LLC 3.96% Add +0.6% 10,793 $4.5M
NavPoint Financial, Inc. 3.94% Reduce -0.3% 10,784 $4.5M
DORCHESTER WEALTH MANAGEMENT Co 0.82% No change 10,780 $4.5M
Ballast Advisors LLC 1.52% Reduce -2.6% 10,748 $4.5M
Smith & Howard Wealth Management, LLC 1.39% Reduce -13.9% 10,705 $4.5M
America First Investment Advisors, LLC 1.09% Reduce -11.8% 10,670 $4.5M
&partners 0.62% Add +49.9% 10,667 $4.5M
Allred Capital Management, LLC 1.75% Add +0.0% 10,660 $4.5M
QV Investors Inc. 0.39% Reduce -1.9% 10,656 $4.5M
Epiq Partners, LLC 3.01% Reduce -4.3% 10,645 $4.5M
Nova R Wealth, Inc. 2.33% Reduce -3.1% 10,617 $4.5M
Wolf Group Capital Advisors 2.12% No change 13,085 $4.5M
Greenup Street Wealth Management LLC 1.12% Add +201.3% 18,351 $4.5M
Focused Wealth Management, Inc 0.69% Reduce -2.2% 10,542 $4.4M
Hixon Zuercher, LLC 1.87% Add +0.7% 10,535 $4.4M
AdvisorNet Financial, Inc 0.43% Reduce -4.7% 10,531 $4.4M
MBL Wealth, LLC 0.50% Add +1.4% 10,527 $4.4M
Formidable Asset Management, LLC 0.72% Add +42.0% 10,526 $4.4M
Compass Ion Advisors, LLC 0.64% Add +5.2% 10,525 $4.4M
Cohen & Steers, Inc. 0.01% No change 10,507 $4.4M
CRA Financial Services, LLC 0.96% Add +1.5% 10,458 $4.4M
Rossmore Private Capital 0.58% Add +1.5% 10,452 $4.4M
Flagstone Financial Management 1.70% Reduce -0.6% 10,451 $4.4M
Legacy Financial Group LLC 0.89% Add +1429.6% 10,432 $4.4M
Ellsworth Advisors, LLC 1.26% Reduce -2.5% 10,861 $4.4M
Resurgent Financial Advisors LLC 2.35% Add +16.3% 10,409 $4.4M
Lathrop Investment Management Co. 0.85% Reduce -3.5% 10,408 $4.4M
Godshalk Welsh Capital Management, Inc. 2.94% Reduce -1.2% 10,398 $4.4M
Johnson Bixby & Associates, LLC 0.76% Add +3.8% 10,375 $4.4M
First Citizens Financial Corp 2.59% Add +14.2% 10,353 $4.4M
All Season Financial Advisors, Inc. 3.60% Reduce -33.7% 10,340 $4.3M
Valley National Advisers Inc. 0.66% Add +0.6% 10,309 $4.3M
Parisi Gray Wealth Management 1.63% Add +0.3% 10,304 $4.3M
Sheaff Brock Investment Advisors, LLC 0.34% Add +4.0% 10,293 $4.3M
Seamount Financial Group Inc. 3.79% Reduce -0.1% 10,282 $4.3M
Meiji Yasuda Life Insurance Co 0.09% Reduce -11.7% 10,265 $4.3M
Sterling Investment Counsel, LLC 1.98% Reduce -1.4% 10,206 $4.3M
EagleClaw Capital Managment, LLC 0.78% Reduce -2.4% 10,205 $4.3M
LBMC Investment Advisors, LLC 0.37% Reduce -0.5% 10,201 $4.3M
Symmetry Partners, LLC 0.33% No change 10,166 $4.3M
Cidel Asset Management Inc. 0.33% Reduce -13.6% 10,152 $4.3M
Eaton Financial Holdings Company, LLC 2.21% Add +1.4% 10,143 $4.3M
Mengis Capital Management, Inc. 0.66% Add +2.9% 10,116 $4.3M
Alexander Labrunerie & Co., Inc. 2.41% — 10,110 $4.3M
World Investment Advisors 0.61% Reduce -0.4% 8,884 $4.2M
Washington Trust Bank 0.40% Add +1.2% 10,049 $4.2M
X-Square Capital, LLC 2.00% Add +13.8% 10,329 $4.2M
Legacy Financial Strategies, LLC 1.09% Add +0.0% 10,041 $4.2M
Dudley Capital Management, LLC 2.47% Add +4.8% 10,048 $4.2M
Bill Few Associates, Inc. 1.71% Reduce -0.1% 10,037 $4.2M
Oakworth Capital, Inc. 0.32% Add +8.5% 9,997 $4.2M
Prosperity Consulting Group, LLC 0.53% Add +16.3% 9,978 $4.2M
Rockingstone Advisors LLC 2.16% Reduce -2.2% 9,957 $4.2M
Bull Street Advisors, LLC 2.00% Add +0.3% 9,956 $4.2M
First City Capital Management, Inc. 2.32% Reduce -3.3% 9,944 $4.2M
L. Roy Papp & Associates, LLP 0.50% Add +1.8% 9,940 $4.2M
Advisory Alpha, LLC 0.17% Reduce -1.0% 9,916 $4.2M
Kingfisher Capital LLC 1.01% Reduce -9.8% 9,904 $4.2M
Regent Peak Wealth Advisors LLC 1.06% Reduce -0.1% 9,904 $4.2M
Dash Acquisitions Inc. 1.31% Add +7.0% 10,430 $4.1M
Pine Haven Investment Counsel, Inc 3.65% Reduce -0.8% 9,854 $4.1M
Herbst Group, LLC 2.56% Reduce -5.4% 9,836 $4.1M
Capital Advantage, Inc. 0.84% Add +0.1% 10,049 $4.1M
Brown, Lisle/Cummings, Inc. 1.40% No change 9,820 $4.1M
Pinnacle Wealth Planning Services, Inc. 0.60% Reduce -0.1% 9,806 $4.1M
Lanark Financial, Inc. 0.39% Add +3.1% 9,803 $4.1M
Islay Capital Management, LLC 3.09% Reduce -0.2% 9,789 $4.1M
Skyline Advisors, Inc. 1.84% Reduce -1.8% 9,783 $4.1M
Marino, Stram & Associates LLC 0.97% Add +0.8% 9,782 $4.1M
J. Stern & Co. LLP 0.52% No change 9,755 $4.1M
Legato Capital Management LLC 0.49% No change 9,749 $4.1M
Nvwm, LLC 1.12% Reduce -1.0% 9,733 $4.1M
Executive Wealth Management, LLC 0.36% Add +4.3% 9,721 $4.1M
Nottingham Advisors, Inc. 0.50% Reduce -0.3% 9,713 $4.1M
Truepoint, Inc. 0.12% Reduce -53.4% 5,181 $4.1M
RiverFront Investment Group, LLC 0.11% Add +0.8% 9,696 $4.1M
Pring Turner Capital Group Inc. 2.97% Reduce -1.6% 9,685 $4.1M
NorthStar Asset Management LLC 3.09% Reduce -0.6% 9,683 $4.1M
Concord Wealth Partners 0.73% Add +2.6% 9,682 $4.1M
Soltis Investment Advisors LLC 0.46% Reduce -16.3% 9,682 $4.1M
SignalPoint Asset Management, LLC 1.12% Add +4.9% 9,656 $4.1M
Traphagen Investment Advisors LLC 0.43% Reduce -4.5% 9,626 $4.0M
Taylor Financial Group, Inc. 3.07% Reduce -0.6% 9,593 $4.0M
Certuity, LLC 0.36% Add +26.9% 9,580 $4.0M
Smith, Moore & Co. 0.43% Add +6.7% 9,580 $4.0M
Auto-Owners Insurance Co 0.11% No change 9,580 $4.0M
Conway Capital Management, Inc. 2.25% Reduce -0.5% 9,575 $4.0M
Sunbelt Securities, Inc. 0.45% Reduce -2.0% 9,563 $4.0M
R.H. Dinel Investment Counsel, Inc. 2.57% No change 9,550 $4.0M
CHICAGO TRUST Co NA 0.83% Reduce -7.6% 9,500 $4.0M
Acropolis Investment Management, LLC 0.26% Add +0.1% 9,496 $4.0M
Capital Wealth Alliance, LLC 2.35% Add +7.3% 9,470 $4.0M
Garde Capital, Inc. 0.28% Add +9.8% 9,463 $4.0M
Professional Financial Advisors, LLC 1.14% Add +3.5% 9,462 $4.0M
Avitas Wealth Management LLC 0.60% Add +1.3% 9,462 $4.0M
Brandywine Oak Private Wealth LLC 0.42% Reduce -1.9% 9,448 $4.0M
Lodestar Private Asset Management LLC 0.57% Reduce -0.0% 9,435 $4.0M
Lantz Financial LLC 1.27% Add +0.2% 9,415 $4.0M
Addison Advisors LLC 1.36% Add +47.6% 9,407 $4.0M
Leonteq Securities AG 0.53% Reduce -32.5% 9,375 $3.9M
Pullen Investment Management, LLC 3.33% — 9,374 $3.9M
Aull & Monroe Investment Management Corp 1.81% Reduce -9.2% 9,370 $3.9M
SYSTM Wealth Solutions LLC 0.50% Reduce -4.8% 9,367 $3.9M
Jackson Wealth Management, LLC 0.49% Add +13.4% 9,368 $3.9M
Adirondack Trust Co. 1.65% Reduce -0.9% 9,364 $3.9M
Modus Advisors, LLC 1.46% Add +5.7% 9,362 $3.9M
Cumberland Partners Ltd 0.29% Add +16.5% 9,344 $3.9M
Phoenix Wealth Advisors 2.39% Add +0.3% 9,342 $3.9M
Spectrum Asset Management, Inc. (NB/CA) 1.68% Add +11.6% 9,338 $3.9M
Brooklyn Investment Group 1.69% Reduce -1.7% 9,330 $3.9M
Vestmark Advisory Solutions, Inc. 0.17% Add +4.9% 9,307 $3.9M
WealthTrust Axiom LLC 1.26% Reduce -6.5% 9,298 $3.9M
Beacon Investment Advisory Services, Inc. 0.17% Add +1.7% 9,295 $3.9M
Personal Cfo Solutions, LLC 0.61% Add +1.7% 9,293 $3.9M
First Financial Bankshares Inc 0.09% Add +11.5% 9,259 $3.9M
BOK Financial Private Wealth, Inc. 0.29% Add +4.3% 9,212 $3.9M
Winthrop Advisory Group LLC 0.56% Add +0.6% 9,192 $3.9M
Cypress Wealth Services, LLC 0.90% Reduce -8.9% 9,182 $3.9M
Fifth Third Wealth Advisors LLC 0.60% Add +46.6% 9,170 $3.9M
Forte Capital LLC 0.48% Reduce -0.8% 9,139 $3.8M
IMS Capital Management 1.79% Add +3.9% 9,130 $3.8M
Compton Wealth Advisory Group, LLC 1.05% Add +1.8% 9,113 $3.8M
Alpha Omega Wealth Management LLC 0.71% Reduce -3.3% 9,090 $3.8M
Balboa Wealth Partners 1.22% Add +9.6% 9,075 $3.8M
Clearstead Trust, LLC 1.00% Reduce -13.9% 9,059 $3.8M
Dorsey Wright & Associates 0.99% Reduce -0.2% 9,040 $3.8M
Triangle Securities Wealth Management 1.08% Add +0.1% 9,032 $3.8M
Canvas Wealth Advisors, LLC 1.27% Reduce -2.7% 9,523 $3.8M
Tyler-Stone Wealth Management 1.68% Add +0.0% 9,003 $3.8M
TCV Trust & Wealth Management, Inc. 0.36% Reduce -0.2% 8,999 $3.8M
Garrett Wealth Advisory Group, LLC 1.55% Add +34.4% 8,982 $3.8M
Shepherd Kaplan Krochuk, LLC 3.01% Add +3.2% 8,981 $3.8M
Game Plan Financial Advisors, LLC 2.17% Add +3.9% 8,972 $3.8M
Chapin Davis, Inc. 1.38% Add +1.4% 8,966 $3.8M
Curbstone Financial Management Corp 0.81% Reduce -10.1% 8,938 $3.8M
Chaney Capital Management, Inc. 3.01% New 8,909 $3.7M
Norway Savings Bank 1.56% Add +10.4% 8,907 $3.7M
Woodard & Co. Asset Management Group Inc. 1.00% Reduce -22.6% 8,904 $3.7M
LWM Advisory Services, LLC 3.00% Reduce -1.4% 8,904 $3.7M
Marks Group Wealth Management, Inc 0.39% Add +1.8% 8,860 $3.7M
LPWM LLC 1.37% Add +0.9% 9,104 $3.7M
Orser Capital Management, LLC 3.49% Reduce -1.6% 8,848 $3.7M
Garden State Investment Advisory Services LLC 1.36% Reduce -1.8% 8,840 $3.7M
Roman Butler Fullerton & Co. 1.39% Reduce -1.3% 9,074 $3.7M
Klingman & Associates, LLC 0.27% Add +1.4% 8,803 $3.7M
First American Trust, FSB 0.39% Add +5.2% 8,801 $3.7M
Gould Capital, LLC 2.60% Reduce -3.2% 8,789 $3.7M
Aberdeen Wealth Management LLC 2.15% Add +5.0% 8,780 $3.7M
AXS Investments LLC 0.89% Add +7.3% 8,774 $3.7M
Y.D. More Investments Ltd 0.65% Add +76.3% 8,742 $3.7M
Sonora Investment Management Group, LLC 0.29% Add +7.3% 8,755 $3.7M
JSF Financial, LLC 1.15% Add +2.6% 8,753 $3.7M
Black Swift Group, LLC 0.94% Reduce -12.5% 8,750 $3.7M
Bouchey Financial Group, Ltd. 0.36% Reduce -0.7% 8,740 $3.7M
Deane Retirement Strategies, Inc. 1.86% Reduce -2.9% 8,740 $3.7M
Fiducient Advisors LLC 0.73% Add +16.8% 8,724 $3.7M
Hartford Financial Management Inc. 0.77% Reduce -0.0% 8,722 $3.7M
My Personal CFO, LLC 2.11% Reduce -1.6% 8,719 $3.7M
Analyst IMS Investment Management Services Ltd. 0.16% Add +7.0% 8,712 $3.7M
Root Financial Partners, LLC 1.09% Add +7.6% 8,710 $3.7M
RKL Wealth Management LLC 0.36% Reduce -14.0% 8,710 $3.7M
Pinkerton Wealth, LLC 0.59% Reduce -7.2% 8,683 $3.7M
Dynasty Wealth Management, LLC 0.12% — 8,663 $3.6M
Cim Investment Management Inc. 1.09% Add +107.5% 8,660 $3.6M
Semmax Financial Advisors Inc. 1.20% Add +6.0% 8,837 $3.6M
Long Island Wealth Management, Inc. 2.57% No change 8,640 $3.6M
Atlanta Consulting Group Advisors, LLC 1.26% — 8,632 $3.6M
Compass Financial Group, INC 0.84% Add +0.4% 8,614 $3.6M
McIlrath & Eck, LLC 0.57% Add +10.4% 8,613 $3.6M
McAlister, Sweet & Associates, Inc. 2.84% Add +3.7% 8,606 $3.6M
Crosspoint Financial, LLC 30.94% No change 8,605 $3.6M
Jupiter Wealth Management LLC 1.91% Add +42.4% 8,894 $3.6M
Cadence Bank 0.26% Add +7.3% 8,582 $3.6M
Deltec Asset Management LLC 0.71% No change 8,578 $3.6M
ZWJ Investment Counsel Inc. 0.16% Add +0.8% 8,572 $3.6M
Insight Advisors, LLC/ PA 0.70% Add +172.2% 8,571 $3.6M
Rede Wealth, LLC 1.51% Reduce -2.6% 8,570 $3.6M
Atlas Private Wealth Management, LLC 1.51% Add +17.3% 8,552 $3.6M
Ashford Capital Management Inc. 0.49% Reduce -0.5% 8,535 $3.6M
Strategic Wealth Partners, Ltd. 0.39% Reduce -11.9% 8,525 $3.6M
Avaii Wealth Management, LLC 2.10% Add +760.4% 8,509 $3.6M
Schnieders Capital Management LLC 0.74% Add +0.1% 8,503 $3.6M
Wealth Alliance Advisory Group, LLC 0.83% Add +8.1% 8,494 $3.6M
Capitol Family Office, Inc. 4.62% Reduce -3.9% 8,494 $3.6M
Community Financial Services Group, LLC 0.81% — 8,489 $3.6M
SRH Advisors, LLC 1.13% Reduce -1.3% 8,482 $3.6M
Catalyst Financial Partners LLC 0.92% Add +2.5% 8,965 $3.6M
Clarity Capital Advisors, LLC 2.84% Add +0.1% 8,453 $3.6M
Chilton Capital Management LLC 0.17% Add +1.9% 8,432 $3.5M
Lodestone Wealth Management LLC 1.86% Reduce -0.3% 8,431 $3.5M
Lloyd Advisory Services, LLC. 0.76% Add +489.9% 8,430 $3.5M
GMO 0.01% Add +8.5% 8,427 $3.5M
Troluce Capital Advisors LLC 0.78% New 8,400 $3.5M
Premier Path Wealth Partners, LLC 0.66% Reduce -14.0% 8,388 $3.5M
Ausdal Financial Partners, Inc. 0.41% Reduce -0.3% 8,386 $3.5M
Aurora Private Wealth, Inc. 3.04% Add +0.3% 8,373 $3.5M
Patton Albertson Miller Group, LLC 0.53% Reduce -0.6% 8,360 $3.5M
Pacific Center for Financial Services 1.00% Add +3.0% 8,359 $3.5M
Everhart Financial Group, Inc. 1.02% Add +19.4% 8,342 $3.5M
RMR Wealth Builders 0.42% Add +43.1% 8,334 $3.5M
Next Capital Management LLC 1.42% Add +3.0% 8,327 $3.5M
Marcum Wealth, LLC 0.35% Add +0.4% 8,316 $3.5M
Physicians Financial Services, Inc. 1.23% Reduce -0.2% 8,308 $3.5M
NTV Asset Management LLC 0.53% Add +0.4% 8,306 $3.5M
Vance Wealth, LLC 1.39% Add +0.7% 8,305 $3.5M
Journey Advisory Group, LLC 0.43% Reduce -6.8% 8,291 $3.5M
Finivi Inc. 3.15% Add +2.3% 8,283 $3.5M
Waters Parkerson & Co., LLC 0.18% No change 8,282 $3.5M
Angeles Wealth Management, LLC 0.35% Add +9.6% 8,278 $3.5M
BCGM Wealth Management, LLC 1.25% Add +2.1% 8,270 $3.5M
Highline Wealth Partners LLC 1.42% Reduce -10.7% 8,259 $3.5M
Sterling Investment Advisors, Ltd. 0.98% Add +0.1% 8,253 $3.5M
Western Pacific Wealth Management, LP 2.52% No change 8,249 $3.5M
VeraBank, N.A. 1.08% Reduce -0.8% 8,225 $3.5M
Provenance Wealth Advisors, LLC 0.49% Reduce -0.4% 8,218 $3.5M
Kaye Capital Management 1.51% Reduce -1.1% 8,217 $3.5M
General Partner, Inc. 2.16% Add +2.2% 8,191 $3.4M
Prairiewood Capital, LLC 1.61% No change 8,166 $3.4M
Bath Savings Trust Co 0.36% Reduce -0.1% 8,163 $3.4M
Alesco Advisors, LLC, An ESL Co 0.11% Add +3.8% 8,160 $3.4M
Gilliland Jeter Wealth Management LLC 1.19% Add +3.1% 8,155 $3.4M
Dimension Capital Management LLC 0.68% No change 8,152 $3.4M
FLC Capital Advisors 0.87% No change 8,147 $3.4M
KKM Financial LLC 1.67% Add +2.1% 8,142 $3.4M
Ables, Iannone, Moore & Associates, Inc. 2.44% Reduce -1.5% 8,129 $3.4M
Essex Bank 0.99% No change 9,580 $3.4M
Capital Planning Advisors, LLC 0.60% Reduce -0.9% 8,122 $3.4M
GFG Capital, LLC 0.88% Reduce -9.9% 8,095 $3.4M
Delphi Management Inc. 2.64% Reduce -0.3% 8,079 $3.4M
Van Cleef Asset Management,Inc 0.43% No change 8,069 $3.4M
GSG Advisors LLC 1.25% Reduce -0.8% 8,068 $3.4M
Redhawk Wealth Advisors, Inc. 0.55% Add +7.8% 8,029 $3.4M
Southland Equity Partners LLC 0.95% Add +9.9% 8,021 $3.4M
E Fund Management Co., Ltd. 0.21% Add +190.7% 8,005 $3.4M
Oak Grove Capital LLC 0.95% Reduce -0.1% 8,000 $3.4M
Sentry LLC 0.63% Add +1.3% 7,994 $3.4M
Modern Wealth Management, LLC 0.31% Add +42.8% 7,972 $3.4M
Gradient Capital Advisors, LLC 1.23% Add +8.4% 7,972 $3.4M
Freedom Day Solutions, LLC 1.19% Reduce -0.6% 7,966 $3.3M
Calton & Associates, Inc. 1.63% Reduce -41.1% 7,928 $3.3M
Wimmer Associates 1, LLC 1.75% Reduce -0.2% 7,927 $3.3M
Cadent Capital Advisors, LLC 1.33% Reduce -2.0% 7,926 $3.3M
Private Capital Management LLC 0.73% Add +0.2% 7,924 $3.3M
Lewis Asset Management, LLC 2.74% Add +0.7% 7,897 $3.3M
New England Research & Management, Inc. 1.63% No change 7,885 $3.3M
LaFleur & Godfrey LLC 0.49% Add +3.8% 7,875 $3.3M
Twin Lakes Capital Management, LLC 2.24% No change 7,872 $3.3M
Windsor Advisory Group, LLC 9.32% Add +10.5% 7,870 $3.3M
Gibson Capital, LLC 0.72% Add +9.0% 7,846 $3.3M
TrinityPoint Wealth, LLC 0.55% Add +2.7% 7,836 $3.3M
Diversify Advisory Services, LLC 0.19% — 7,841 $3.3M
Advisor Resource Council 1.39% Reduce -12.7% 9,163 $3.3M
Verus Capital Partners, LLC 0.36% Add +1.7% 7,820 $3.3M
Mad River Investors 2.28% Reduce -0.6% 7,813 $3.3M
Aufman Associates Inc 2.31% Reduce -1.2% 7,790 $3.3M
Passumpsic Savings Bank 2.09% — 7,790 $3.3M
Park National Corp. 0.13% Reduce -2.3% 7,756 $3.3M
Treynor Bancshares, Inc. 1.89% Reduce -20.5% 7,746 $3.3M
Rebalance, LLC 0.27% Add +4.0% 7,745 $3.3M
Nixon Peabody Trust Co. 0.30% Reduce -0.3% 7,738 $3.3M
Wynn Capital, LLC 2.51% Reduce -1.2% 7,727 $3.2M
Evermay Wealth Management LLC 0.49% Add +1.6% 7,713 $3.2M
Wilkinson Global Asset Management LLC 0.20% Reduce -7.5% 7,708 $3.2M
E&G Advisors, LLC 1.02% Add +0.2% 7,703 $3.2M
Quent Capital, LLC 0.38% Add +1.6% 7,701 $3.2M
Independent Family Office, LLC 1.74% Add +18.3% 7,700 $3.2M
Weaver Capital Management LLC 0.92% Reduce -1.5% 7,679 $3.2M
Hikari Power Ltd 0.28% No change 7,670 $3.2M
Catalina Capital Group, LLC 1.38% Add +72.1% 7,648 $3.2M
Wealth Alliance, LLC 0.42% Reduce -7.6% 7,647 $3.2M
ICICI Prudential Asset Management Co Ltd 0.36% Reduce -10.4% 7,631 $3.2M
Childress Capital Advisors, LLC 0.93% Reduce -1.7% 7,627 $3.2M
Legacy Private Trust Co. 0.23% Add +8.2% 7,602 $3.2M
Intellectus Partners, LLC 0.84% Reduce -3.0% 7,575 $3.2M
Bluespring Wealth Management, LLC 0.35% Add +1.7% 7,556 $3.2M
Mosaic Family Wealth Partners, LLC 0.52% Reduce -3.3% 7,554 $3.2M
Patten & Patten Inc. 0.23% Add +65.0% 7,550 $3.2M
Concord Asset Management, LLC 0.83% Add +15.7% 7,525 $3.2M
Tufton Capital Management 0.62% Reduce -3.9% 7,522 $3.2M
Westshore Wealth, LLC 1.32% No change 7,513 $3.2M
Versant Capital Management, Inc 0.90% Reduce -3.8% 7,500 $3.2M
Caliber Wealth Management, LLC 1.67% Add +0.5% 7,485 $3.1M
Sage Advisors, LLC 2.80% Add +9.1% 7,483 $3.1M
Nabity-Jensen Investment Management Inc 2.59% Reduce -0.8% 7,480 $3.1M
Cortland Associates Inc. 0.41% Reduce -0.1% 7,471 $3.1M
GeoWealth Management, LLC 0.12% Add +41.3% 7,465 $3.1M
Continuum Advisory, LLC 0.47% Reduce -44.3% 7,654 $3.1M
Gray Wealth Management Inc. 1.40% Add +5.0% 7,440 $3.1M
St. Louis Trust Co 0.49% Reduce -8.2% 7,438 $3.1M
Advisor OS, LLC 0.36% Add +8.2% 7,432 $3.1M
180 Wealth Advisors, LLC 0.56% Add +2.9% 7,414 $3.1M
Relyea Zuckerberg Hanson LLC 0.55% Add +3.1% 7,407 $3.1M
Aviso Wealth Management 1.96% Reduce -2.4% 7,396 $3.1M
CMG Global Holdings, LLC 2.13% No change 7,384 $3.1M
Roof Eidam Maycock Peralta, LLC 0.85% Reduce -0.0% 7,376 $3.1M
LongView Wealth Management 1.23% Add +1.1% 7,366 $3.1M
Nikulski Financial, Inc. 1.02% Add +555.1% 7,344 $3.1M
Hurlow Wealth Management Group, Inc. 1.09% Reduce -0.0% 7,332 $3.1M
Avalon Capital Management 1.26% Reduce -8.1% 7,320 $3.1M
Paragon Private Wealth Management, LLC 1.83% Add +17.8% 7,311 $3.1M
Lederer & Associates Investment Counsel 2.14% Reduce -1.7% 7,309 $3.1M
Adamsbrown Wealth Consultants LLC 1.24% Reduce -0.5% 7,306 $3.1M
SOL Capital Management CO 0.39% Reduce -6.7% 7,294 $3.1M
Financial Advisory Group 0.54% Add +0.8% 7,290 $3.1M
MCF Advisors LLC 0.24% Reduce -9.8% 7,288 $3.1M
Signal Advisors Wealth, LLC 0.76% Add +3.8% 7,277 $3.1M
FourThought Financial Partners, LLC 0.35% Reduce -0.8% 7,271 $3.1M
Hourglass Capital, LLC 0.92% No change 7,263 $3.1M
Bey-Douglas LLC 2.92% Add +0.7% 7,251 $3.0M
Smith Anglin Financial, LLC 0.31% Add +9.2% 7,250 $3.0M
Silver Oak Securities, Incorporated 0.47% Reduce -7.8% 7,244 $3.0M
Orca Investment Management, LLC 2.85% Reduce -22.2% 7,230 $3.0M
Field & Main Bank 1.17% Reduce -0.9% 7,188 $3.0M
Mark Sheptoff Financial Planning, LLC 1.67% Reduce -0.7% 7,162 $3.0M
Holderness Investments Co. 0.74% Add +3.6% 7,151 $3.0M
Lester Murray Antman dba SimplyRich 0.97% No change 7,132 $3.0M
Investment Research & Advisory Group, Inc. 1.38% Reduce -4.3% 7,134 $3.0M
Hiley Hunt Wealth Management 1.96% Add +0.1% 7,126 $3.0M
NRI Wealth Management LC 2.53% Add +1.2% 7,123 $3.0M
Samalin Investment Counsel, LLC 1.42% Reduce -2.6% 7,105 $3.0M
CFM Wealth Partners LLC 0.60% Add +9.1% 7,104 $3.0M
Portside Wealth Group, LLC 0.55% Reduce -4.9% 7,100 $3.0M
KLCM Advisors, Inc. 0.38% Add +148.8% 7,093 $3.0M
Clare Market Investments LLC 0.93% Add +0.8% 7,086 $3.0M
Chesapeake Wealth Management 1.09% Reduce -2.8% 7,080 $3.0M
Select Asset Management & Trust 1.24% No change 7,071 $3.0M
HF Advisory Group, LLC 1.66% Add +27.8% 7,061 $3.0M
Quadcap Wealth Management, LLC 0.67% Reduce -7.1% 7,055 $3.0M
EPG Wealth Management LLC 0.73% Reduce -1.8% 7,046 $3.0M
Augustine Asset Management Inc. 1.24% No change 7,043 $3.0M
Peoples Financial Services Corp. 1.28% Reduce -5.3% 7,033 $3.0M
First National Bank of Mount Dora, Trust Investment Services 0.72% No change 7,027 $3.0M
National Wealth Management Group, LLC 2.30% Add +2.2% 7,022 $3.0M
Larson Financial Group LLC 0.23% Add +4.8% 7,016 $3.0M
Asset Management Group, Inc. 0.45% Reduce -0.0% 7,033 $2.9M
IPG Investment Advisors LLC 0.64% Reduce -10.6% 7,008 $2.9M
James Hambro & Partners LLP 0.14% Add +3.7% 7,011 $2.9M
Stevard, LLC 2.66% Add +1.5% 7,004 $2.9M
Adero Partners, LLC 0.22% Add +3.1% 6,998 $2.9M
Callan Family Office, LLC 0.69% Reduce -8.1% 6,994 $2.9M
Cahaba Wealth Management, Inc. 0.27% Add +15.2% 6,988 $2.9M
Mitchell Sinkler & Starr 0.73% Add +49.6% 6,978 $2.9M
Fairhaven Wealth Management, LLC 1.01% Add +31.4% 6,975 $2.9M
Planning Center, Inc. 0.64% Reduce -2.8% 6,974 $2.9M
Cognios Beta Neutral Large Cap Fund, LP 3.82% Reduce -12.7% 6,964 $2.9M
Vestor Capital, LLC 0.25% Reduce -0.3% 6,957 $2.9M
Trifecta Capital Advisors, LLC 0.71% Reduce -8.3% 6,954 $2.9M
Inscription Capital, LLC 0.48% Add +41.8% 6,947 $2.9M
GenTrust, LLC 0.18% Add +16.8% 6,941 $2.9M
Tectonic Advisors LLC 0.22% Add +5.1% 6,932 $2.9M
Lantern Wealth Advisors, LLC 2.04% Add +0.3% 6,921 $2.9M
BIP Wealth, LLC 0.21% Add +7.5% 6,920 $2.9M
Legacy Bridge, LLC 1.70% Add +26.7% 6,916 $2.9M
Trust Co. of Oklahoma 1.03% Add +0.0% 6,916 $2.9M
Allen Operations LLC 0.55% No change 6,906 $2.9M
Triton Financial Group Inc 2.06% Reduce -8.9% 6,904 $2.9M
Alta Wealth Advisors LLC 1.47% Reduce -0.2% 6,892 $2.9M
Townsend Asset Management Corp. /NC/ 1.15% Add +16.9% 6,888 $2.9M
Pension & Wealth Management Advisors, Inc. 1.90% Reduce -0.2% 6,874 $2.9M
Banco BTG Pactual S.A. 0.90% Add +1088.4% 6,869 $2.9M
Invst, LLC 0.34% Reduce -0.2% 6,847 $2.9M
Canandaigua National Bank & Trust Co. 0.43% Reduce -9.2% 6,824 $2.9M
FSB Premier Wealth Management, Inc. 1.33% Add +21.0% 6,814 $2.9M
REDW Wealth LLC 0.77% Reduce -6.8% 6,811 $2.9M
Symphony Financial, Ltd. Co. 0.67% Add +4.6% 6,810 $2.9M
Motco 0.17% Add +28.3% 6,802 $2.9M
Altrius Capital Management Inc 0.72% Reduce -0.7% 6,796 $2.9M
Guardian Investment Management 2.30% Add +0.1% 6,790 $2.9M
Lowe Brockenbrough & Co. Inc. 0.19% Reduce -0.0% 6,784 $2.9M
Wellington Shields & Co., LLC 0.96% Add +0.1% 6,781 $2.9M
Financial Partners Group, Inc 0.45% Add +17.2% 6,773 $2.8M
Dean Investment Associates, LLC 0.39% Reduce -10.7% 6,762 $2.8M
Prentiss Smith & Co. Inc. 2.00% Reduce -0.3% 6,755 $2.8M
Voya Financial Advisors, Inc. 0.32% Add +5.7% 6,812 $2.8M
Coastal Bridge Advisors, LLC 0.65% Reduce -5.3% 6,749 $2.8M
Jag Capital Management, LLC 0.40% No change 6,747 $2.8M
Quadrant Private Wealth Management, LLC 0.72% Reduce -19.8% 6,730 $2.8M
Guardian Financial Partners, LLC 1.94% Add +0.2% 6,725 $2.8M
Keel Point, LLC 0.29% Add +2.5% 6,697 $2.8M
Sterneck Capital Management, LLC 1.68% Reduce -0.1% 6,690 $2.8M
Altman Advisors, Inc. 1.37% Add +2.5% 6,679 $2.8M
Weatherly Asset Management L. P. 0.27% Add +4.3% 6,665 $2.8M
Annex Advisory Services, LLC 0.10% Add +7.1% 6,664 $2.8M
Guidance Capital, Inc. 1.03% Add +5.3% 6,991 $2.8M
Walker Financial Services, Inc. 2.29% Add +2.3% 6,637 $2.8M
Magnolia Capital Management Ltd. 2.37% Reduce -0.3% 6,631 $2.8M
Newman Dignan & Sheerar, Inc. 0.74% Add +3.9% 6,605 $2.8M
Brave Asset Management Inc. 0.72% Add +3.1% 6,605 $2.8M
Allen Mooney & Barnes Investment Advisors LLC 0.53% Reduce -23.4% 6,808 $2.8M
MGB Wealth Management, LLC 1.13% Add +2.5% 6,606 $2.8M
Atlas Brown,Inc. 1.01% Reduce -1.1% 6,597 $2.8M
Keystone Financial Services 1.21% Reduce -16.5% 6,592 $2.8M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.31% Reduce -7.3% 6,587 $2.8M
1858 Wealth Management, LLC 2.62% No change 7,735 $2.8M
1776 Wealth LLC 1.31% Reduce -5.9% 6,558 $2.8M
Aureus Asset Management, LLC 0.19% Add +6.5% 6,553 $2.8M
Northwest Quadrant Wealth Management, LLC 0.67% No change 6,544 $2.8M
Tilia Fiduciary Partners, Inc. 2.23% Add +7.7% 6,527 $2.7M
Total Clarity Wealth Management, Inc. 0.95% Add +27.6% 6,523 $2.7M
Fiduciary Family Office, LLC 1.07% Reduce -1.4% 6,519 $2.7M
ORG Partners LLC 5.22% Reduce -85.3% 6,523 $2.7M
Vista Investment Partners LLC 0.94% No change 6,514 $2.7M
SevenBridge Financial Group, LLC 0.62% Reduce -3.2% 6,833 $2.7M
Peachtree Investment Partners, LLC 1.11% Add +0.5% 6,505 $2.7M
Lyell Wealth Management, LP 0.28% Reduce -0.3% 6,494 $2.7M
CoreCap Advisors, LLC 0.14% Add +30.4% 6,459 $2.7M
Madrona Financial Services, LLC 0.94% Add +0.8% 6,450 $2.7M
Thrive Wealth Management, LLC 0.56% Add +1.9% 6,444 $2.7M
G2 Capital Management, LLC / Oh 0.87% Reduce -2.5% 6,437 $2.7M
Alps Advisors Inc. 0.02% Reduce -1.2% 6,420 $2.7M
HBW Advisory Services LLC 0.50% No change 7,561 $2.7M
Altfest L J & Co. Inc. 0.38% Reduce -1.4% 6,406 $2.7M
Householder Group Estate & Retirement Specialist, LLC 0.80% Add +2.0% 6,372 $2.7M
Brandywine Trust Co. 0.45% Add +1.5% 6,348 $2.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.32% Add +74.4% 6,340 $2.7M
Laraway Financial Advisors Inc 2.34% Reduce -1.6% 6,323 $2.7M
Levin Capital Strategies, L.P. 0.27% Reduce -49.9% 6,320 $2.7M
Grey Ledge Advisors, LLC 0.75% No change 6,316 $2.7M
Greater Midwest Financial Group, LLC 1.66% Add +8.4% 6,296 $2.6M
Norden Group LLC 0.54% Add +6.4% 6,289 $2.6M
Kraematon Investment Advisors, Inc. 2.66% Reduce -2.0% 6,285 $2.6M
Pinnacle Financial Group, LLC / IL 1.16% Add +1.6% 6,284 $2.6M
GoalVest Advisory LLC 0.88% Reduce -3.1% 6,269 $2.6M
Maple Capital Management, Inc. 0.24% Add +10.5% 6,232 $2.6M
Condor Capital Management 0.26% Reduce -2.3% 6,228 $2.6M
Nicolet Bankshares Inc. 0.54% Reduce -4.3% 6,223 $2.6M
B&D White Capital Company, LLC 0.58% Reduce -32.9% 6,222 $2.6M
FSM Wealth Advisors, LLC 0.93% Reduce -0.8% 6,221 $2.6M
Hazlett, Burt & Watson, Inc. 1.57% Add +3.0% 6,221 $2.6M
Gilbert & Cook, Inc. 0.36% Add +4.2% 6,220 $2.6M
Miller Wealth Advisors, LLC 1.56% Reduce -2.0% 6,219 $2.6M
Lecap Asset Management Ltd. 0.54% Add +23.7% 6,219 $2.6M
Bank Hapoalim BM 0.35% Reduce -5.3% 6,211 $2.6M
Linscomb Wealth, Inc. 0.13% Add +11.0% 6,197 $2.6M
Adalta Capital Management LLC 1.44% Add +15.7% 6,193 $2.6M
Vaughan David Investments LLC 0.06% Reduce -23.3% 6,175 $2.6M
My Legacy Advisors, LLC 0.87% Reduce -2.8% 6,158 $2.6M
Breakwater Capital Group 0.65% Add +3.0% 6,147 $2.6M
Foundation Wealth Management, LLC 2.11% Reduce -0.9% 6,146 $2.6M
Girard Partners LTD. 0.24% Add +3.6% 6,143 $2.6M
Triumph Capital Management 1.05% Reduce -6.2% 6,129 $2.6M
CFS Investment Advisory Services, LLC 0.43% Add +13.4% 6,119 $2.6M
Winmill & Co. Inc. 0.73% No change 6,110 $2.6M
Octavia Wealth Advisors, LLC 0.38% Reduce -2.4% 6,104 $2.6M
Artemis Wealth Advisors, LLC 0.43% Reduce -4.7% 6,092 $2.6M
Northwest Bancshares, Inc. 0.40% Add +7.7% 6,084 $2.6M
Intelligence Driven Advisers, LLC 0.38% Add +0.1% 6,068 $2.6M
Greenwich Wealth Management LLC 0.20% Reduce -0.6% 6,067 $2.6M
First National Bank of Hutchinson 1.70% Add +4.5% 6,053 $2.5M
Legacy Financial Group, Inc. 1.00% Add +4.9% 6,040 $2.5M
Benin Management CORP 0.80% Reduce -1.6% 6,038 $2.5M
Herold Advisors, Inc. 0.61% Add +103.0% 6,038 $2.5M
Emprise Bank 1.70% — 6,018 $2.5M
Provident Trust Co. 0.05% No change 6,015 $2.5M
Founders Financial Securities LLC 0.26% Add +0.2% 5,990 $2.5M
O'ROURKE & COMPANY, Inc 1.46% Add +17.8% 5,989 $2.5M
Dover Advisors, LLC 1.72% Add +394.6% 5,984 $2.5M
Optas, LLC 0.68% Add +0.9% 5,954 $2.5M
Naples Global Advisors, LLC 0.26% Reduce -4.6% 5,936 $2.5M
Idaho Trust Co 2.41% Add +493.4% 5,934 $2.5M
Fingerlakes Wealth Management, Inc. 2.41% Add +0.8% 5,934 $2.5M
MBB Public Markets I LLC 0.16% Add +85.3% 5,931 $2.5M
Capital Advisory Group Advisory Services, LLC 1.18% Add +6.8% 5,926 $2.5M
Relative Value Partners Group, LLC 0.16% Add +5.5% 6,466 $2.5M
Ballast, Inc. 0.78% No change 5,899 $2.5M
Old Mission Investment Co LLC 0.83% Add +0.9% 5,896 $2.5M
Revolve Wealth Partners, LLC 0.42% Add +5.2% 5,891 $2.5M
BSW Wealth Partners 0.42% Add +35.0% 5,889 $2.5M
Invera Wealth Advisors, LLC 2.10% Add +3.1% 6,187 $2.5M
Silvia McColl Wealth Management, LLC 2.11% Add +14.8% 6,028 $2.5M
Palumbo Wealth Management LLC 1.10% No change 5,863 $2.5M
TruWealth Advisors, LLC 0.17% Reduce -6.0% 5,826 $2.4M
Monarch Capital Management Inc. 0.69% Reduce -1.9% 5,818 $2.4M
Wulff, Hansen & Co. 2.44% Add +17.9% 5,817 $2.4M
Vawter Financial, Ltd. 1.77% Reduce -2.7% 5,812 $2.4M
Legacy Financial Advisors, Inc. 0.44% Add +3.6% 5,809 $2.4M
Bourgeon Capital Management LLC 0.48% Add +0.2% 5,806 $2.4M
Transatlantique Private Wealth LLC 1.06% Reduce -0.4% 5,804 $2.4M
Unique Wealth Strategies, LLC 1.19% Reduce -2.6% 5,799 $2.4M
Investment Partners, LTD. 1.11% No change 5,796 $2.4M
Spreng Capital Management, Inc. 1.31% Reduce -0.2% 5,782 $2.4M
Abn Amro Investment Solutions 0.04% Reduce -3.0% 5,778 $2.4M
FCG Investment Co 1.93% Add +5.5% 5,749 $2.4M
Integrated Investment Consultants, LLC 0.67% Add +1.8% 5,749 $2.4M
Bremer Bank National Association 0.45% Reduce -18.0% 5,748 $2.4M
Zullo Investment Group, Inc. 1.13% Add +0.1% 5,746 $2.4M
Meridian Investment Counsel Inc. 0.80% Reduce -4.0% 5,746 $2.4M
Concentrum Wealth Management 1.11% Add +37.0% 5,736 $2.4M
Regents of the University of California 0.70% No change 5,723 $2.4M
Strait & Sound Wealth Management LLC 1.34% Reduce -1.4% 5,902 $2.4M
Godsey & Gibb, Inc. 0.25% Add +0.3% 5,706 $2.4M
Leonard Rickey Investment Advisors P.L.L.C. 0.62% Reduce -1.8% 5,702 $2.4M
Arbor Investment Advisors, LLC 0.35% Add +0.1% 5,701 $2.4M
Point72 Asset Management 0.01% Reduce -5.4% 5,700 $2.4M
Cutler Investment Counsel LLC 0.32% Reduce -1.3% 5,672 $2.4M
Steinberg Asset Management LLC 2.02% No change 5,664 $2.4M
Viawealth, LLC 1.49% Reduce -1.0% 5,664 $2.4M
Retirement Income Solutions, Inc. 0.54% No change 5,656 $2.4M
First Personal Financial Services 0.55% Reduce -4.4% 5,654 $2.4M
Firethorn Wealth Partners, LLC 1.40% Add +5.4% 5,652 $2.4M
Hudson Canyon Capital Management 1.53% New 5,650 $2.4M
PGIM Custom Harvest LLC 0.06% Reduce -0.1% 5,638 $2.4M
Bangor Savings Bank 0.24% Reduce -6.0% 5,622 $2.4M
FUKOKU MUTUAL LIFE INSURANCE Co 0.18% Reduce -7.7% 5,582 $2.3M
Three Seasons Wealth, LLC 1.63% No change 5,574 $2.3M
Auxano Advisors, LLC 0.68% Add +10.3% 5,534 $2.3M
Dohj, LLC 0.62% Add +1.6% 5,533 $2.3M
Founders Financial Alliance, LLC 0.70% Add +5.5% 5,528 $2.3M
Howard Capital Management Group, LLC 0.18% Add +12.3% 5,514 $2.3M
Firestone Capital Management 0.65% No change 5,512 $2.3M
Mattern Wealth Management LLC 0.56% Add +0.4% 5,507 $2.3M
CPA Asset Management Group, LLC 1.30% No change 5,503 $2.3M
Walden Wealth Partners LLC 1.34% Add +0.4% 5,560 $2.3M
Hantz Financial Services, Inc. 0.04% Reduce -2.3% 5,491 $2.3M
Weaver Consulting Group 0.85% Reduce -6.8% 5,483 $2.3M
Liberty Wealth Management LLC 0.45% Reduce -1.1% 5,477 $2.3M
Virtue Capital Management, LLC 0.41% Add +7.7% 5,693 $2.3M
Peregrine Asset Advisers, Inc. 0.92% No change 5,474 $2.3M
FF Advisors,LLC 1.59% Add +0.8% 5,469 $2.3M
Retirement Planning Group, LLC 0.18% Add +4.0% 5,468 $2.3M
Fox Hill Wealth Management 1.55% Add +7.2% 5,467 $2.3M
Elmwood Wealth Management, Inc. 0.98% Add +43.2% 5,460 $2.3M
Blankinship & Foster, LLC 0.60% Reduce -0.2% 5,459 $2.3M
Pegasus Partners Ltd. 0.24% Add +1.0% 5,452 $2.3M
Kesler, Norman & Wride, LLC 0.49% Add +330.1% 5,450 $2.3M
Tealwood Asset Management Inc. 1.04% No change 5,449 $2.3M
Armstrong, Fleming & Moore, Inc 1.58% No change 5,438 $2.3M
SkyOak Wealth, LLC 0.55% Add +7.0% 5,423 $2.3M
Goepper Burkhardt LLC 1.06% Reduce -2.2% 5,527 $2.3M
D. Scott Neal, Inc. 1.48% No change 5,400 $2.3M
AlphaStar Capital Management, LLC 0.23% Add +30.5% 5,393 $2.3M
Petra Financial Advisors Inc. 1.66% Add +7.4% 5,456 $2.3M
O'Dell Group, LLC 0.55% Reduce -11.3% 5,368 $2.3M
Edmonds Duncan Registered Investment Advisors, LLC 0.56% Reduce -0.3% 5,351 $2.3M
Aveo Capital Partners, LLC 0.24% Add +112.2% 5,601 $2.2M
Tranquilli Financial Advisor LLC 1.49% Reduce -6.7% 5,324 $2.2M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -7.7% 5,316 $2.2M
Soditic Asset Management LLP 2.65% Reduce -47.7% 5,315 $2.2M
United Asset Strategies, Inc. 0.22% Add +8.5% 5,303 $2.2M
Alhambra Investment Management LLC 1.22% Reduce -2.0% 5,302 $2.2M
North Star Asset Management Inc. 0.10% Add +0.4% 5,287 $2.2M
Claro Advisors Inc. 0.39% Add +18.1% 5,282 $2.2M
Stevens Capital Partners 1.32% Add +19.2% 5,278 $2.2M
Puzo Michael J 0.61% Add +19.9% 5,275 $2.2M
Good Life Advisors, LLC 0.20% Reduce -10.5% 5,273 $2.2M
Baker Avenue Asset Management, LP 0.09% Reduce -1.3% 5,270 $2.2M
Edgestream Partners, L.P. 0.11% Reduce -46.6% 5,268 $2.2M
Pine Harbor Wealth Management, LLC 1.39% No change 5,263 $2.2M
Tranquility Partners, LLC 0.85% Add +0.5% 5,252 $2.2M
Terra Nova Asset Management LLC 1.76% Add +27.2% 5,246 $2.2M
West Family Investments, Inc. 0.68% Add +5.0% 5,246 $2.2M
Sfm, LLC 1.68% Reduce -5.0% 5,237 $2.2M
Brown Miller Wealth Management, LLC 0.97% No change 5,227 $2.2M
Romano Brothers and Company 0.30% Add +13.3% 5,227 $2.2M
Aspen Grove Capital, LLC 0.62% Add +28.3% 5,225 $2.2M
QVR LLC 0.37% New 5,225 $2.2M
Consolidated Capital Management, LLC 1.05% Reduce -0.1% 5,223 $2.2M
Helios Capital Management Pte. Ltd. 1.54% No change 5,200 $2.2M
Aspire Capital Advisors LLC 0.74% Add +3.4% 5,198 $2.2M
D.B. Root & Company, LLC 0.74% Reduce -0.1% 5,197 $2.2M
Benjamin Edwards Inc. 0.43% Add +1.4% 5,195 $2.2M
Abacus Wealth Partners, LLC 0.37% Reduce -1.5% 5,181 $2.2M
Wealth Effects LLC 0.80% Reduce -3.0% 5,181 $2.2M
ICA Group Wealth Management, LLC 0.44% Add +21.8% 5,178 $2.2M
Spirepoint Private Client, LLC 0.33% — 5,156 $2.2M
Headinvest, LLC 0.42% Add +0.3% 5,155 $2.2M
Channing Global Advisors, LLC 1.84% Reduce -33.8% 5,154 $2.2M
Empire Financial Management Company, LLC 0.72% Add +40.6% 5,148 $2.2M
Sage Capital Advisors,llc 0.63% Add +2.3% 5,133 $2.2M
Strategic Investment Advisors / MI 0.28% Reduce -11.8% 5,124 $2.2M
KG Capital Management 0.85% Add +15.1% 5,119 $2.2M
Ignite Planners, LLC 0.60% No change 5,121 $2.2M
Paradigm Asset Management Co. LLC 0.55% Reduce -4.7% 5,114 $2.2M
Meyer Handelman Co. 0.08% Add +207.8% 5,110 $2.1M
Financial Gravity Asset Management, Inc. 0.60% Reduce -93.5% 6,021 $2.1M
Seelaus Asset Management LLC 2.20% Reduce -7.2% 5,107 $2.1M
Stonebridge Capital Advisors LLC 0.19% Add +16.7% 5,102 $2.1M
Old Well Partners, LLC 1.91% No change 5,100 $2.1M
Twin City Private Wealth, LLC 2.11% — 5,088 $2.1M
Guardian Asset Advisors, LLC 1.77% Add +1.8% 5,073 $2.1M
Sippican Capital Advisors 1.66% Reduce -19.2% 5,069 $2.1M
JB Capital LLC 0.14% Add +6.8% 5,064 $2.1M
GC Wealth Management RIA, LLC 0.43% Add +14.4% 5,053 $2.1M
1900 Wealth Management LLC 0.19% Reduce -5.5% 5,047 $2.1M
Capasso Planning Partners LLC 0.88% Add +2.5% 5,024 $2.1M
Hills Bank & Trust Co 0.18% Add +1.6% 5,021 $2.1M
Yelin Lapidot Holdings Management Ltd. 0.43% No change 5,000 $2.1M
Fishman Jay A Ltd. 0.23% Add +0.7% 4,995 $2.1M
MMBG Investment Advisors Co. 0.22% No change 4,995 $2.1M
SL Advisors, LLC 4.13% Add +0.1% 4,982 $2.1M
LMG Wealth Partners, LLC 0.53% Add +0.7% 4,967 $2.1M
FWG Holdings, LLC 1.12% Add +13.8% 5,104 $2.1M
Ibex Wealth Advisors 0.57% — 6,754 $2.1M
Three Bridge Wealth Advisors, LLC 0.82% Reduce -8.6% 4,951 $2.1M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.21% Reduce -1.9% 4,938 $2.1M
Levy Wealth Management Group, LLC 0.58% No change 5,819 $2.1M
Trail Ridge Investment Advisors, LLC 1.17% Reduce -6.6% 4,920 $2.1M
Keystone Wealth Services, LLC 0.67% Reduce -0.4% 4,920 $2.1M
Fortis Capital Management LLC 0.54% Add +5.0% 4,906 $2.1M
Alta Advisers Ltd 1.02% No change 4,900 $2.1M
ARGA Investment Management, LP 0.07% No change 4,893 $2.1M
Okabena Investment Services Inc. 0.68% No change 4,887 $2.1M
Arrowroot Family Office, LLC 1.32% Reduce -0.8% 4,885 $2.1M
Ascension Asset Management LLC 1.10% — 4,872 $2.0M
Next Level Private LLC 0.94% Add +108.3% 4,869 $2.0M
KWB Wealth 0.27% Add +359.8% 4,851 $2.0M
Financial Connections Group, Inc. 2.23% Reduce -6.8% 4,847 $2.0M
First Western Trust Bank 0.09% Reduce -2.8% 4,848 $2.0M
TFB Advisors LLC 0.74% Add +34.3% 5,114 $2.0M
Intrua Financial, LLC 0.32% Reduce -0.1% 4,838 $2.0M
Encompass Wealth Advisors, LLC 0.54% No change 4,837 $2.0M
Tyche Wealth Partners LLC 0.50% Add +1.9% 4,828 $2.0M
MJP Associates Inc. 0.44% Add +20.3% 4,816 $2.0M
ERn Financial, LLC 0.35% Add +0.8% 4,805 $2.0M
Capital Counsel LLC 0.09% Reduce -0.2% 4,791 $2.0M
Aries Wealth Management 0.65% Add +1.7% 4,783 $2.0M
Piscataqua Savings Bank 1.77% Reduce -0.6% 4,783 $2.0M
Kornitzer Capital Management Inc. 0.04% Add +99.9% 4,779 $2.0M
Heartwood Wealth Advisors LLC 0.25% Reduce -0.2% 4,776 $2.0M
Stewart & Patten Co. LLC 0.30% Reduce -4.0% 4,769 $2.0M
Summa Corp. 1.09% No change 4,762 $2.0M
Creative Financial Designs Inc. 0.19% Add +14.1% 4,762 $2.0M
Clough Capital Partners L P 0.22% Add +551.9% 4,759 $2.0M
Accurate Wealth Management, LLC 0.58% Add +10.1% 4,925 $2.0M
Family Legacy, Inc. 0.72% Reduce -4.9% 4,744 $2.0M
Insight Inv LLC 1.73% Reduce -0.2% 4,741 $2.0M
Financial Management Network Inc. 0.50% New 4,798 $2.0M
Independent Wealth Network Inc. 0.94% Add +3.9% 4,732 $2.0M
Parcion Private Wealth LLC 0.17% Reduce -0.5% 4,727 $2.0M
Corrado Advisors, LLC 1.30% New 4,701 $2.0M
Carlson Capital Management 0.09% Reduce -64.4% 4,700 $2.0M
Murphy, Middleton, Hinkle & Parker, Inc. 1.15% Reduce -9.8% 4,696 $2.0M
CYBER HORNET ETFs LLC 2.35% Reduce -2.7% 4,683 $2.0M
Peterson Wealth Management 1.42% Add +14.2% 4,675 $2.0M
Enterprise Financial Services Corp 1.18% Reduce -3.7% 4,674 $2.0M
Droms Strauss Advisors Inc. /Mo/ 0.72% Reduce -0.1% 4,669 $2.0M
Plimoth Trust Co. LLC 0.52% Add +8.4% 4,664 $2.0M
LCNB Corp. 0.71% Add +0.3% 4,654 $2.0M
Centerpoint Advisors, LLC 0.73% Reduce -7.1% 4,654 $2.0M
Aft, Forsyth & Sober, LLC 0.69% No change 4,650 $2.0M
Pictet North America Advisors SA 0.22% No change 4,650 $2.0M
Bell Bank 0.17% Add +0.0% 4,648 $2.0M
Gemmer Asset Management LLC 0.23% Reduce -0.3% 4,637 $1.9M
Advisory Research Inc. 0.39% Reduce -0.5% 4,628 $1.9M
LVM Capital Management Ltd. 0.23% Reduce -1.1% 4,620 $1.9M
Oarsman Capital, Inc. 0.46% Reduce -22.8% 4,614 $1.9M
Sciencast Management LP 1.18% Add +5.8% 4,612 $1.9M
Intact Investment Management Inc. 0.08% No change 4,600 $1.9M
Alliance Wealth Advisors, LLC 1.22% Add +4.1% 4,590 $1.9M
Lutz Financial Services LLC 0.17% No change 4,588 $1.9M
Independence Bank of Kentucky 0.58% Add +20.3% 4,587 $1.9M
Altus Wealth Group LLC 0.97% Add +0.8% 4,582 $1.9M
Occidental Asset Management, LLC 0.36% Add +4.7% 4,581 $1.9M
One Day In July LLC 0.26% Add +22.9% 4,580 $1.9M
Avion Wealth 0.52% Add +11.1% 4,569 $1.9M
TTP Investments, Inc. 0.84% Add +1.4% 4,566 $1.9M
Willner & Heller, LLC 1.91% Add +1.0% 4,558 $1.9M
CenterBook Partners LP 0.13% Add +71.0% 4,555 $1.9M
KilterHowling LLC 1.34% No change 4,547 $1.9M
Prosperity Planning, Inc. 0.93% Add +0.0% 4,547 $1.9M
Waypoint Capital Advisors, LLC 0.50% Add +2.8% 4,542 $1.9M
Portland Global Advisors LLC 0.26% No change 4,540 $1.9M
Doheny Asset Management 1.57% Add +49.3% 4,540 $1.9M
RDA Financial Network 0.65% Reduce -1.3% 4,539 $1.9M
Hamilton Point Investment Advisors, LLC 0.37% Reduce -0.1% 4,539 $1.9M
Edgewood Management LLC 0.01% No change 4,532 $1.9M
Rinkey Investments 0.69% Add +1.4% 4,529 $1.9M
Keudell/Morrison Wealth Management 0.58% Add +0.2% 4,528 $1.9M
Monetary Management Group Inc. 0.53% Reduce -0.6% 4,513 $1.9M
United Bank 0.96% Reduce -0.7% 4,510 $1.9M
Barlow Wealth Partners, LLC 0.26% Reduce -0.8% 4,697 $1.9M
LGL Partners, LLC 0.32% No change 4,500 $1.9M
Insight 2811, Inc. 0.97% Add +0.1% 4,496 $1.9M
InTrack Investment Management Inc 1.40% Add +1.2% 4,493 $1.9M
Anthracite Investment Company, Inc. 0.95% No change 4,491 $1.9M
Keebeck Wealth Management 0.28% Reduce -2.2% 4,491 $1.9M
Shilanski & Associates, Inc. 0.65% Reduce -3.8% 4,475 $1.9M
Tanager Wealth Management LLP 0.30% Add +9.8% 4,457 $1.9M
Sand Hill Global Advisors, LLC 0.09% Reduce -15.6% 4,451 $1.9M
Raelipskie Partnership 1.06% Reduce -0.4% 4,444 $1.9M
Heritage Investment Group, Inc. 0.25% Reduce -13.3% 4,437 $1.9M
Hall Capital Management Co. Inc. 0.92% Reduce -0.2% 4,437 $1.9M
Powell Investment Advisors, LLC 0.99% Add +4.4% 4,435 $1.9M
Buffington Mohr McNeal 0.34% Add +0.6% 4,426 $1.9M
CFO4Life Group, LLC 0.34% Add +5.5% 4,424 $1.9M
McBroom & Associates, LLC 1.22% Reduce -1.1% 4,423 $1.9M
Prentice Wealth Management LLC 0.65% Add +2.6% 4,421 $1.9M
Kapstone Financial Advisors LLC 1.26% Add +2.3% 4,414 $1.9M
WealthShield Partners, LLC 0.30% Reduce -10.4% 4,378 $1.8M
Vision Capital Management, Inc. 0.27% Reduce -0.8% 4,373 $1.8M
Archer Investment Corp 0.55% Add +1.3% 4,372 $1.8M
Eldridge Investment Advisors, Inc. 0.47% Reduce -0.3% 4,369 $1.8M
Bulltick Wealth Management, LLC 0.38% Add +8.6% 4,368 $1.8M
Centric Wealth Management 0.58% Add +3.2% 4,627 $1.8M
Byrne Asset Management LLC 1.49% Add +1.7% 4,356 $1.8M
Heritage Wealth Partners, LLC 3.73% No change 5,129 $1.8M
Armbruster Capital Management, Inc. 0.39% No change 4,348 $1.8M
First Financial Bank - Trust Division 0.17% Add +11.9% 4,325 $1.8M
Gilder Gagnon Howe & Co. LLC 0.02% Add +0.5% 4,324 $1.8M
Gold Investment Management Ltd. 0.73% Reduce -0.9% 4,322 $1.8M
Pin Oak Investment Advisors Inc. 1.75% Add +1.6% 4,317 $1.8M
Panoramic Investment Advisors, LLC 1.34% Reduce -2.6% 4,312 $1.8M
Vicus Capital 0.17% Reduce -37.9% 4,312 $1.8M
Cornerstone Capital, Inc. 0.18% Reduce -13.3% 4,286 $1.8M
Sandbox Financial Partners, LLC 0.76% Add +41.8% 4,285 $1.8M
Courier Capital LLC 0.13% Add +0.1% 4,277 $1.8M
Kidder Stephen W 0.57% Reduce -4.4% 4,267 $1.8M
Hunter Associates Investment Management LLC 0.30% Reduce -3.8% 4,264 $1.8M
Voloridge Investment Management, LLC 0.01% New 4,262 $1.8M
Hamilton Capital, LLC 0.13% Add +10.7% 4,259 $1.8M
Galvin, Gaustad & Stein, LLC 0.17% Reduce -3.1% 4,256 $1.8M
Orleans Capital Management Corp. 1.17% No change 4,250 $1.8M
Novak & Powell Financial Services, Inc. 1.33% Reduce -1.2% 7,775 $1.8M
Keynote Financial Services LLC 1.50% — 4,230 $1.8M
Fulcrum Equity Management 2.10% Add +12.3% 4,229 $1.8M
Private Ocean, LLC 0.19% Reduce -1.6% 4,229 $1.8M
Centurion Wealth Management LLC 0.70% Add +4.4% 4,221 $1.8M
Allstate Corp. 0.13% No change 4,219 $1.8M
Financial Enhancement Group LLC 0.29% Add +0.8% 4,398 $1.8M
Schwartz Investment Counsel Inc. 0.06% Reduce -2.3% 4,215 $1.8M
Prestige Wealth Management Group LLC 0.38% Reduce -53.9% 4,214 $1.8M
Palisade Asset Management, LLC 0.17% Reduce -4.0% 4,183 $1.8M
Seven Post Investment Office LP 0.43% Add +0.3% 4,179 $1.8M
Duff & Phelps Investment Management Co. 0.02% Add +0.4% 4,179 $1.8M
Point Windward Advisors Inc. 0.73% Reduce -12.6% 4,175 $1.8M
Verum Partners LLC 0.62% Add +0.4% 4,161 $1.7M
Freedom Investment Management, Inc. 0.14% Reduce -14.5% 4,159 $1.7M
Crew Capital Management, Ltd 1.42% Add +79.0% 4,153 $1.7M
Hoertkorn Richard Charles 0.75% Reduce -8.0% 4,152 $1.7M
Fort Pitt Capital Group, LLC 0.05% Reduce -0.5% 4,149 $1.7M
Balyasny Asset Management L.P. 0.00% Reduce -90.2% 4,140 $1.7M
Sigma Investment Counselors Inc. 0.11% Add +6.3% 4,116 $1.7M
Trust Co. of Toledo NA 0.27% Add +4.8% 4,115 $1.7M
Massachusetts Wealth Management 1.21% Add +25.2% 4,100 $1.7M
Two Sigma Securities, LLC 0.08% Reduce -71.8% 4,098 $1.7M
Smartleaf Asset Management LLC 0.33% New 4,127 $1.7M
Jackson, Grant Investment Advisers, Inc. 0.70% No change 4,088 $1.7M
Fuller & Thaler Asset Management, Inc. 0.01% Reduce -0.1% 4,088 $1.7M
Wrapmanager Inc. 0.48% Reduce -3.1% 4,087 $1.7M
Parkside Advisors LLC 0.44% Add +0.1% 4,082 $1.7M
Foresight Global Investors, Inc. 0.84% No change 4,081 $1.7M
Cornerstone Wealth Advisors, Inc. 0.53% Reduce -5.0% 4,081 $1.7M
ClearAlpha Technologies LP 0.73% New 4,071 $1.7M
Lokken Investment Group LLC 0.85% Reduce -0.7% 4,069 $1.7M
New Century Financial Group, LLC 1.18% Add +15.2% 4,064 $1.7M
Guardian Capital Advisors LP 0.18% Add +4.6% 4,291 $1.7M
Boothbay Fund Management, LLC 0.05% Add +19.5% 4,045 $1.7M
Legacy Trust 0.42% Reduce -10.2% 4,041 $1.7M
Evernest Financial Advisors, LLC 0.80% Reduce -6.0% 4,187 $1.7M
Deseret Mutual Benefit Administrators 0.85% Add +13.1% 4,029 $1.7M
Key Client Fiduciary Advisors, LLC 0.90% Add +7.0% 4,028 $1.7M
Debussy Capital Management LP 0.49% Reduce -3.8% 4,102 $1.7M
Capstone Financial Advisors, Inc. 0.11% Add +0.6% 4,018 $1.7M
Geller Advisors LLC 0.14% Add +28.8% 4,016 $1.7M
Hemington Wealth Management 0.61% Add +5.8% 4,012 $1.7M
Private Portfolio Partners LLC 0.35% Add +0.9% 4,012 $1.7M
Cannon Financial Strategists, Inc. 0.33% No change 4,008 $1.7M
Brown Financial Advisory 1.31% No change 4,007 $1.7M
RVW Wealth, LLC 0.17% Add +8.5% 4,005 $1.7M
Rise Advisors, LLC 0.90% Add +29.4% 4,000 $1.7M
Mine & Arao Wealth Creation & Management, LLC. 0.83% Reduce -0.9% 3,987 $1.7M
Journey Strategic Wealth LLC 0.07% Add +38.7% 3,982 $1.7M
Kercheville Advisors, LLC 0.79% No change 3,980 $1.7M
Callan Capital, LLC 0.15% Add +36.4% 3,980 $1.7M
Mountain Pacific Investment Advisers LLC 0.09% Add +0.1% 3,977 $1.7M
Sound Income Strategies, LLC 0.12% Add +2.3% 3,975 $1.7M
Charter Oak Capital Management, LLC 0.18% Add +67.6% 3,970 $1.7M
Spirit of America Management Corp. 0.34% No change 3,970 $1.7M
GM Advisory Group, LLC 0.12% Reduce -5.7% 3,969 $1.7M
Holowesko Partners Ltd. 0.68% No change 3,965 $1.7M
Oliver Lagore Vanvalin Investment Group 0.50% Add +33.1% 3,965 $1.7M
Abacus Planning Group, Inc. 0.33% Add +0.8% 3,964 $1.7M
Resources Management Corp. /CT/ 0.24% Add +2.9% 3,950 $1.7M
SFE Investment Counsel 0.38% Add +8.3% 3,949 $1.7M
Crown Wealth Group, LLC 0.86% Add +10.4% 3,947 $1.7M
Verdad Advisers, LP 1.80% New 3,939 $1.7M
Tacita Capital Inc 1.15% No change 3,938 $1.7M
Sterling Financial Group, Inc. 0.79% Add +113.9% 3,935 $1.7M
Bluesphere Advisors LLC 0.92% Reduce -13.1% 3,934 $1.7M
Legacy Edge Advisors, LLC 0.34% Add +2.2% 3,934 $1.7M
JMG Financial Group, Ltd. 0.06% Add +2.7% 3,932 $1.7M
Ostrum Asset Management 0.13% Add +1.4% 3,931 $1.7M
Boomfish Wealth Group, LLC 1.11% Reduce -2.2% 3,926 $1.7M
Whalen Wealth Management Inc. 1.22% New 3,923 $1.6M
Rational Advisors, Inc. 0.16% New 3,911 $1.6M
River Wealth Advisors LLC 0.24% Reduce -7.7% 3,908 $1.6M
Dodds Wealth, LLC 0.67% Add +10.6% 3,907 $1.6M
Gill Capital Partners, LLC 0.66% Reduce -0.5% 4,138 $1.6M
Vantage Financial Partners Ltd., Inc. 0.43% Reduce -4.9% 3,900 $1.6M
Somerville Kurt F 0.28% Reduce -5.5% 3,899 $1.6M
State of Wyoming 0.27% Reduce -26.9% 3,889 $1.6M
Aristides Capital LLC 0.70% No change 3,884 $1.6M
Northstar Asset Management Inc. 0.29% Reduce -3.0% 3,876 $1.6M
Kathmere Capital Management, LLC 0.19% Add +4.1% 3,876 $1.6M
Wealth Quarterback LLC 0.91% Add +13.0% 3,872 $1.6M
Marco Investment Management LLC 0.15% Add +64.4% 3,872 $1.6M
Aft, Forsyth & Company, Inc. 0.93% Reduce -11.5% 3,863 $1.6M
Amplius Wealth Advisors, LLC 0.18% Add +4.5% 3,855 $1.6M
Capital Wealth Planning, LLC 0.02% New 3,840 $1.6M
Affiance Financial, LLC 0.44% Add +7.9% 3,836 $1.6M
Front Row Advisors LLC 0.60% Add +817.0% 3,833 $1.6M
Cyrus J. Lawrence, LLC 0.36% — 3,829 $1.6M
Tsfg, LLC 0.41% Add +0.9% 3,827 $1.6M
Advisory Resource Group 0.37% Reduce -3.8% 3,820 $1.6M
Optimum Investment Advisors 0.73% No change 3,805 $1.6M
Linden Thomas Advisory Services, LLC 0.26% Add +22.9% 3,799 $1.6M
Black Diamond Financial, LLC 0.43% No change 4,479 $1.6M
Annis Gardner Whiting Capital Advisors, LLC 0.57% Reduce -8.7% 3,795 $1.6M
Consolidated Portfolio Review Corp 0.42% Reduce -2.0% 3,792 $1.6M
Wealth Advisors of Iowa, LLC 0.97% Add +3.7% 3,792 $1.6M
Money Concepts Capital Corp. 0.15% Add +16.8% 3,790 $1.6M
Fernwood Investment Management, LLC 0.46% Add +1.3% 3,817 $1.6M
First Eagle Investment Management, LLC 0.00% Add +109.1% 3,779 $1.6M
Act Two Investors LLC 0.32% Add +6.2% 3,779 $1.6M
9258 Wealth Management, LLC 0.25% Reduce -13.7% 3,774 $1.6M
Horizon Wealth Management, LLC 0.41% Add +2.6% 3,772 $1.6M
Davidson Trust Co. 0.92% Add +15.3% 3,772 $1.6M
Laurel Wealth Planning LLC 1.05% Add +0.2% 3,768 $1.6M
Columbia Bank 0.65% — 3,761 $1.6M
Osterweis Capital Management Inc. 0.11% No change 3,746 $1.6M
Coastwise Capital Group, LLC 1.48% Reduce -2.2% 3,745 $1.6M
Bensler, LLC 0.23% Reduce -2.6% 3,733 $1.6M
WR Wealth Planners, LLC 0.49% Add +0.7% 3,731 $1.6M
Key Financial Inc 0.40% No change 3,731 $1.6M
Wealthspan Partners, LLC 0.92% Add +0.8% 3,729 $1.6M
Wealth Advisors of Tampa Bay, LLC 0.74% Reduce -0.7% 3,725 $1.6M
Secure Asset Management, LLC 0.37% Add +12.6% 3,723 $1.6M
Gries Financial LLC 0.26% Add +132.2% 3,719 $1.6M
Scissortail Wealth Management, LLC 0.41% Reduce -50.7% 3,716 $1.6M
Atwood & Palmer Inc. 0.12% Reduce -0.9% 3,709 $1.6M
Mittelman Wealth Management 1.06% — 3,708 $1.6M
Camden National Bank 0.28% Add +20.2% 3,707 $1.6M
Penbrook Management LLC 0.97% No change 3,705 $1.6M
PBMares Wealth Management LLC 0.41% Reduce -2.1% 3,704 $1.6M
Two Sigma Investments, LP 0.00% No change 3,700 $1.6M
Yarger Wealth Strategies, LLC 1.06% Add +0.4% 3,695 $1.6M
Arbor Wealth Advisors LLC 1.47% No change 3,694 $1.6M
Guerra Pan Advisors, LLC 1.43% Add +4.5% 3,682 $1.5M
Sharkey, Howes & Javer 0.25% Add +0.5% 3,680 $1.5M
Prairie Wealth Advisors, Inc. 0.73% — 3,679 $1.5M
KFA Private Wealth Group, LLC 0.48% Add +4.0% 3,671 $1.5M
Boulder Wealth Advisors, LLC 0.96% — 3,670 $1.5M
Foster Victor Wealth Advisors, LLC 0.14% Add +0.4% 3,784 $1.5M
Kintra Wealth, LLC 1.14% Reduce -17.9% 3,663 $1.5M
Coordinated Financial Services, Inc. 1.36% — 3,660 $1.5M
Liberty Capital Management, Inc. 0.38% Reduce -3.9% 3,658 $1.5M
Trilogy Capital Inc. 0.09% Reduce -0.5% 3,654 $1.5M
TriaGen Wealth Management LLC 0.64% No change 3,652 $1.5M
Howard Capital Management, LLC 0.17% Add +8.2% 3,650 $1.5M
Heartland Bank & Trust Co 0.89% Reduce -0.6% 3,645 $1.5M
Family CFO Inc 0.95% No change 3,639 $1.5M
Gibraltar Capital Management, Inc. 0.71% Reduce -8.2% 3,633 $1.5M
Northwest Investment Counselors, LLC 0.37% No change 3,633 $1.5M
Family Capital Management, Inc. 1.06% Reduce -0.1% 3,628 $1.5M
Fourpath Capital Management, LLC 1.06% No change 3,625 $1.5M
New Republic Capital, LLC 0.97% Add +11.0% 3,623 $1.5M
MKT Advisors LLC 0.83% No change 3,709 $1.5M
First Commonwealth Financial Corp 0.40% Add +3.3% 3,604 $1.5M
Aletheian Wealth Advisors LLC 0.82% Reduce -5.9% 3,599 $1.5M
Sequent Asset Management, LLC 0.80% Add +0.1% 3,596 $1.5M
Venturi Wealth Management, LLC 0.10% Add +11.6% 3,593 $1.5M
Castle Rock Wealth Management, LLC 0.41% Reduce -0.5% 3,789 $1.5M
Cove Street Capital, LLC 0.48% Reduce -67.7% 3,590 $1.5M
Galibier Capital Management Ltd. 0.36% No change 3,590 $1.5M
Grey Fox Wealth Advisors, LLC 0.57% Add +22.3% 3,586 $1.5M
Clean Yield Group 0.58% Reduce -0.3% 3,575 $1.5M
Waterloo Capital, L.P. 0.19% Reduce -1.6% 3,574 $1.5M
BCK Partners, Inc. 0.80% Add +0.9% 3,569 $1.5M
StrongBox Wealth, LLC 0.79% Reduce -4.0% 3,567 $1.5M
Spinnaker Investment Group, LLC 0.42% Add +1.7% 3,561 $1.5M
Cladis Investment Advisory, LLC 1.10% No change 3,558 $1.5M
Laidlaw Wealth Management LLC 0.83% Reduce -69.6% 3,544 $1.5M
Kellett Wealth Advisors, LLC 1.03% Reduce -82.3% 3,542 $1.5M
Tandem Capital Management Corp. 0.84% Reduce -2.2% 3,540 $1.5M
Grant Street Asset Management, Inc. 0.48% Reduce -1.3% 3,540 $1.5M
S.A. Mason LLC 0.89% No change 3,538 $1.5M
Bantamac Capital, LLC 0.85% Reduce -7.5% 3,537 $1.5M
Summit X, LLC 0.38% Add +1.3% 3,537 $1.5M
Acorn Wealth Advisors, LLC 0.78% Reduce -0.6% 3,531 $1.5M
Revisor Wealth Management LLC 0.67% Add +67.8% 3,815 $1.5M
Bard Associates Inc. 0.53% Reduce -3.0% 3,527 $1.5M
Proffitt & Goodson Inc. 0.26% Reduce -0.6% 3,522 $1.5M
Sweet Financial Partners, LLC 0.34% Add +3.9% 3,518 $1.5M
Ethos Financial Group, LLC 0.28% Add +2.7% 3,505 $1.5M
Value Partners Investments Inc. 0.12% Add +3.5% 3,500 $1.5M
English Capital Management LLC 1.16% No change 3,490 $1.5M
Sovereign Financial Group, Inc. 0.39% Add +7.7% 3,477 $1.5M
Shelter Mutual Insurance Co 0.38% No change 3,474 $1.5M
MV Capital Management, Inc. 0.17% Reduce -10.1% 3,473 $1.5M
Patrick M Sweeney & Associates, Inc. 1.20% Reduce -0.1% 3,471 $1.5M
Riverwater Partners LLC 1.07% Reduce -2.6% 3,466 $1.5M
Northwest Capital Management Inc 0.47% No change 3,456 $1.5M
Platte River Wealth Advisors, LLC 0.41% No change 3,453 $1.5M
Alpha Family Trust 0.88% No change 3,450 $1.5M
Fairman Group, LLC 1.36% Reduce -5.8% 3,437 $1.4M
Clarus Group, Inc. 1.01% No change 3,423 $1.4M
Access Financial Services, Inc. 0.64% Add +69.2% 3,423 $1.4M
Red Wave Investments LLC 0.54% Reduce -0.4% 3,413 $1.4M
Advisors Management Group Inc. 0.36% Reduce -5.3% 3,409 $1.4M
Midwest Financial Group LLC 0.96% Add +16.8% 3,407 $1.4M
Eagle Bay Advisors LLC 0.90% Add +95.7% 3,405 $1.4M
Barden Capital Management, Inc. 1.38% Reduce -57.7% 3,401 $1.4M
One Wealth Advisors, LLC 0.25% Add +27.4% 3,399 $1.4M
Aerodigm Wealth, LLC 0.58% Add +437.0% 3,394 $1.4M
Community Bank of Raymore 0.67% Add +8.2% 3,380 $1.4M
G&S Capital LLC 0.63% Reduce -3.5% 3,376 $1.4M
Park Edge Advisors, LLC 0.40% Reduce -15.2% 3,376 $1.4M
Perpetual Ltd 0.01% Add +0.1% 3,373 $1.4M
LifeSteps Financial, Inc. 1.07% No change 3,372 $1.4M
Obsidian Cio, LLC 0.35% Add +35.4% 3,367 $1.4M
California First Leasing Corp. 0.66% No change 3,364 $1.4M
Oak Harvest Investment Services 0.23% Reduce -0.9% 3,360 $1.4M
Copperwynd Financial, LLC 0.51% Add +17.8% 3,358 $1.4M
Convergence Investment Partners, LLC 0.54% Reduce -0.3% 3,357 $1.4M
Sage Capital Management, LLC 0.77% No change 3,356 $1.4M
Steigerwald, Gordon & Koch Inc. 0.18% Reduce -0.1% 3,355 $1.4M
Watershed Private Wealth LLC 0.62% Add +9.7% 3,345 $1.4M
Physician Wealth Advisors, Inc. 0.30% Reduce -1.5% 3,543 $1.4M
Westpac Banking Corp. 0.11% No change 3,344 $1.4M
Aspen Wealth Management LLC 0.54% Reduce -3.7% 3,341 $1.4M
South Street Advisors LLC 0.22% Add +0.3% 3,337 $1.4M
TMD Wealth Management, LLC 0.33% Reduce -1.5% 3,333 $1.4M
American Planning Services, Inc. 1.01% Reduce -4.0% 3,327 $1.4M
McKinley Carter Wealth Services, Inc. 0.09% Add +9.9% 3,323 $1.4M
Investment Advisory Group, LLC 0.58% Add +3.5% 3,314 $1.4M
Kowal Investment Group, LLC 0.30% Reduce -1.2% 3,313 $1.4M
Register Financial Advisors LLC 0.72% Reduce -6.3% 3,305 $1.4M
JT Stratford LLC 0.28% Add +2.1% 3,293 $1.4M
Lakeridge Wealth Management LLC 0.90% Reduce -5.0% 3,291 $1.4M
Blue Chip Partners, LLC 0.13% No change 3,287 $1.4M
First Community Trust NA 1.30% Add +3.8% 3,285 $1.4M
Capital Market Strategies LLC 1.06% No change 3,285 $1.4M
Hirtle & Co., LLC 0.07% Add +62.7% 3,284 $1.4M
Ellevest, Inc. 0.09% Reduce -0.6% 3,283 $1.4M
Athena Investment Management 0.83% Reduce -0.0% 3,281 $1.4M
Wealth Advisory Solutions, LLC 0.36% Add +14.0% 3,278 $1.4M
Activest Wealth Management 0.66% New 3,274 $1.4M
RFP Financial Group LLC 0.54% Reduce -19.9% 3,272 $1.4M
Elevate Wealth Advisory, Inc. 1.20% Reduce -0.0% 3,271 $1.4M
Farmers National Bank 0.41% Reduce -3.0% 3,271 $1.4M
Shelton Wealth Management, LLC 0.86% Add +13.6% 3,268 $1.4M
Grove Bank & Trust 0.23% Reduce -3.5% 3,268 $1.4M
Hemenway Trust Co LLC 0.12% Reduce -4.2% 3,262 $1.4M
Capital Management Associates, Inc 1.01% Reduce -3.0% 3,255 $1.4M
Paces Ferry Wealth Advisors, LLC 0.88% Reduce -0.7% 3,252 $1.4M
Alliance Wealth Advisors, LLC 0.41% Add +4.7% 3,252 $1.4M
Envoi LLC 3.23% Add +62.5% 3,251 $1.4M
Cascade Investment Group, Inc. 1.02% Reduce -0.6% 3,251 $1.4M
Providence First Trust Co 0.59% Add +9.5% 3,250 $1.4M
Fairway Wealth LLC 0.92% No change 3,240 $1.4M
IFG Advisors, LLC 0.35% No change 3,238 $1.4M
Etfidea, LLC 0.46% No change 3,233 $1.4M
Shepherd Financial Partners LLC 0.18% Add +1.9% 3,230 $1.4M
Pennsylvania Capital Management Inc. 0.56% Reduce -23.6% 3,226 $1.4M
Inspirion Wealth Advisors, LLC 0.22% Reduce -7.9% 3,226 $1.4M
tru Independence LLC 0.40% No change 3,224 $1.4M
Vima LLC 1.56% New 3,065 $1.4M
Security Financial Services, INC. 0.30% Add +0.7% 3,209 $1.3M
Motiv8 Investments LLC 1.05% Add +113.3% 3,203 $1.3M
Heritage Financial Services, LLC 0.20% Add +6.3% 3,190 $1.3M
Rappaport Reiches Capital Management, LLC 0.42% No change 3,185 $1.3M
MPS Loria Financial Planners, LLC 0.45% Reduce -2.0% 3,183 $1.3M
Van Strum & Towne Inc. 0.49% No change 3,181 $1.3M
Hohimer Wealth Management, LLC 0.31% Add +1.6% 3,178 $1.3M
Lumbard & Kellner, LLC 0.65% No change 3,175 $1.3M
Integrity Financial Corp 0.91% Add +7.8% 3,169 $1.3M
Turtle Creek Wealth Advisors, LLC 0.33% Add +5.4% 3,162 $1.3M
Westside Investment Management, Inc. 0.32% Add +1.6% 3,161 $1.3M
Horst & Graben Wealth Management LLC 0.27% Add +0.1% 3,160 $1.3M
Wescott Financial Advisory Group, LLC 0.17% Reduce -4.4% 3,154 $1.3M
Eastern Bank 0.06% Add +18.1% 3,154 $1.3M
Trigran Investments, Inc. 0.13% No change 3,150 $1.3M
Wealthquest Corp 0.14% Add +12.1% 3,145 $1.3M
Easterly Investment Partners LLC 0.10% Reduce -83.7% 3,142 $1.3M
Diversified, LLC 0.18% Add +8.8% 3,133 $1.3M
Campbell Capital Management Inc. 0.58% No change 3,133 $1.3M
Beaton Management Co. Inc. 0.72% Reduce -1.4% 3,130 $1.3M
Granite Harbor Advisors, Inc. 0.90% Add +1.0% 3,129 $1.3M
Wellspring Financial Advisors, LLC 0.21% Add +13.2% 3,125 $1.3M
GW Henssler & Associates Ltd. 0.08% Reduce -15.8% 3,124 $1.3M
Madison Wealth Partners, Inc 0.48% Reduce -0.1% 3,123 $1.3M
Hofer & Associates. Inc 1.10% Add +1.7% 3,116 $1.3M
Great Diamond Partners, LLC 0.30% Reduce -2.7% 3,116 $1.3M
Summit Financial Group, Inc. 0.46% No change 3,102 $1.3M
Aprio Wealth Management, LLC 0.25% Add +28.9% 3,087 $1.3M
Retireful, LLC 0.54% New 3,086 $1.3M
Signature Wealth Management Partners, LLC 1.06% Reduce -13.9% 3,084 $1.3M
First United Bank & Trust 0.48% No change 3,079 $1.3M
White Lighthouse Investment Management Inc. 0.26% Reduce -3.1% 3,062 $1.3M
Halpern Financial, Inc. 0.37% No change 3,064 $1.3M
First Bank & Trust 0.27% Add +5.7% 3,059 $1.3M
Calydon Capital 0.24% Add +13.0% 3,108 $1.3M
Round Rock Advisors LLC 0.31% Add +0.8% 3,051 $1.3M
American Trust 0.11% Reduce -73.9% 3,051 $1.3M
Almanack Investment Partners, LLC. 0.22% Add +9.3% 3,046 $1.3M
AllSquare Wealth Management LLC 0.75% Reduce -6.2% 3,045 $1.3M
Oxbow Advisors, LLC 0.18% No change 3,045 $1.3M
HT Partners LLC 0.46% No change 3,042 $1.3M
Eudaimonia Partners, LLC 0.30% Add +7.4% 3,042 $1.3M
Benchmark Wealth Management, LLC 0.70% No change 3,039 $1.3M
Arkos Global Advisors 0.21% Add +57.8% 3,032 $1.3M
Hall Laurie J Trustee 0.45% No change 3,028 $1.3M
Landmark Wealth Management, Inc. 13.09% No change 3,024 $1.3M
Allied Investment Advisors, LLC 0.31% Add +6.1% 3,023 $1.3M
Ergawealth Advisors, Inc. 0.70% Add +0.8% 3,022 $1.3M
Greatmark Investment Partners, Inc. 0.18% Reduce -1.9% 3,017 $1.3M
Bryant Woods Investment Advisors, LLC 0.75% Reduce -0.1% 3,015 $1.3M
Peninsula Wealth, LLC 0.25% Add +0.4% 3,013 $1.3M
Bridgewealth Advisory Group, LLC 0.62% Reduce -26.4% 3,012 $1.3M
Keeler & Nadler Financial Planning & Wealth Management 0.76% Reduce -4.9% 3,005 $1.3M
IAM Advisory, LLC 0.35% Add +2.5% 3,004 $1.3M
Colorado Capital Management, Inc. 0.73% Reduce -0.1% 3,002 $1.3M
Capital Management Associates 1.50% New 3,000 $1.3M
Hennessy Advisors Inc. 0.05% No change 3,000 $1.3M
Amarillo National Bank 0.24% Reduce -1.6% 2,999 $1.3M
Strategic Financial Services, Inc. 0.08% Add +3.1% 2,999 $1.3M
Bank of Nova Scotia Trust Co. 0.14% Reduce -10.3% 2,996 $1.3M
Advus Financial Partners, LLC 0.39% Add +0.2% 2,992 $1.3M
Traveka Wealth, LLC 0.58% Reduce -36.1% 2,985 $1.3M
Tactive Advisors, LLC 0.67% Add +2.3% 2,979 $1.3M
Twin Peaks Wealth Advisors, LLC 0.69% Reduce -2.6% 2,976 $1.3M
Biechele Royce Advisors 0.41% Reduce -3.5% 2,971 $1.3M
Indiana Trust & Investment Management Co 0.50% Reduce -0.6% 2,971 $1.2M
All Terrain Financial Advisors, LLC 0.54% Add +20.3% 2,967 $1.2M
Farley Capital L.P. 1.17% No change 2,966 $1.2M
BlackDiamond Wealth Management, LLC 0.89% Reduce -1.4% 2,964 $1.2M
Essential Planning, LLC. 0.62% Reduce -0.2% 3,494 $1.2M
Norwood Financial Corp 1.80% No change 2,960 $1.2M
Montz Harcus Wealth Management LLC 0.84% Add +0.8% 2,958 $1.2M
Chesley Taft & Associates LLC 0.06% Reduce -0.3% 2,957 $1.2M
Charter Research & Investment Group, Inc. 0.98% Add +1.7% 2,954 $1.2M
Keeley-Teton Advisors, LLC 0.15% No change 2,950 $1.2M
Paragon Capital Management LLC 0.67% No change 2,944 $1.2M
Consilium Wealth Advisory, LLC 0.70% Add +4.6% 2,942 $1.2M
DeDora Capital, Inc. 0.39% No change 2,938 $1.2M
Hoey Investments, Inc. 0.28% Add +134.5% 2,938 $1.2M
Cornerstone National Bank & Trust Co 0.62% Add +4.4% 2,934 $1.2M
Barnes Pettey Financial Advisors, LLC 1.06% Add +0.7% 2,931 $1.2M
Bank of Marin 1.08% Reduce -0.8% 2,913 $1.2M
Baron Silver Stevens Financial Advisors, LLC 0.24% Add +16.9% 2,911 $1.2M
F/m Investments LLC 0.83% Add +2.2% 2,994 $1.2M
Hubbell Strickland Wealth Management, LLC 0.62% Add +4.5% 2,907 $1.2M
Pasadena Private Wealth, LLC 0.28% No change 2,902 $1.2M
Denali Advisors LLC 0.36% Reduce -9.4% 2,900 $1.2M
WINTON GROUP Ltd 0.09% New 2,900 $1.2M
Objective Capital Management, LLC 0.82% Add +0.2% 2,899 $1.2M
Harbour Capital Advisors, LLC 0.30% Reduce -1.7% 2,906 $1.2M
Pinnacle West Asset Management, Inc. 0.97% No change 2,895 $1.2M
FDx Advisors, Inc. 0.18% Reduce -63.7% 2,893 $1.2M
Patron Partners, LLC 0.74% Reduce -0.9% 2,894 $1.2M
Vest Financial, LLC 0.03% New 2,892 $1.2M
Syverson Strege & Co 0.44% Add +7.1% 2,885 $1.2M
Inspire Trust Co, N.A. 0.68% Add +29.6% 2,884 $1.2M
Foguth Wealth Management, LLC. 0.65% — 2,880 $1.2M
Courage Miller Partners, LLC 0.42% Add +0.2% 2,880 $1.2M
Sunesis Advisors, LLC 0.71% Add +0.5% 2,874 $1.2M
Cypress Financial Planning LLC 0.55% Add +22.4% 2,873 $1.2M
Fi3 FINANCIAL ADVISORS, LLC 0.56% Add +8.7% 3,011 $1.2M
ShoreHaven Wealth Partners, LLC 0.66% Add +9.3% 2,868 $1.2M
First Bancorp, Inc 0.91% Add +2.3% 2,859 $1.2M
MTM Investment Management, LLC 0.50% Add +67.4% 2,856 $1.2M
Burke & Herbert Bank & Trust Co. 0.90% Reduce -4.6% 2,853 $1.2M
Centennial Wealth Advisory LLC 0.55% Add +27.3% 2,851 $1.2M
Pacific Sage Partners, LLC 0.31% Reduce -1.4% 2,849 $1.2M
Catalyst Private Wealth, LLC 0.63% Add +19.0% 2,847 $1.2M
Sachetta, LLC 0.57% No change 3,349 $1.2M
Sprinkle Financial Consultants LLC 1.02% Reduce -1.1% 2,840 $1.2M
Institutional & Family Asset Management, LLC 0.19% Reduce -0.0% 2,838 $1.2M
Rollins Financial Advisors, LLC 0.22% Add +18.8% 2,837 $1.2M
Oakwell Private Wealth Management, LLC 0.36% Add +4.5% 2,829 $1.2M
Argent Capital Management LLC 0.03% Reduce -6.0% 2,829 $1.2M
Cairn Investment Group, Inc. 0.68% Add +3.7% 2,828 $1.2M
Sanders Morris Harris LLC 0.22% New 2,825 $1.2M
Strid Group, LLC 0.21% Reduce -2.1% 2,823 $1.2M
Davis Capital Management 1.06% Reduce -0.6% 2,821 $1.2M
Pathway Financial Advisers, LLC 0.43% Reduce -11.3% 2,817 $1.2M
Flynn Zito Capital Management, LLC 0.61% Reduce -3.4% 2,815 $1.2M
Veracity Capital LLC 0.46% Add +8.0% 2,811 $1.2M
First County Bank 0.58% Add +0.5% 2,808 $1.2M
Greenfield Savings Bank 0.62% No change 2,805 $1.2M
Rice Hall James & Associates, LLC 0.07% No change 2,800 $1.2M
Two Sigma Advisers, LP 0.00% New 2,800 $1.2M
BayBridge Capital Group, LLC 1.03% Add +3.0% 2,879 $1.2M
Cardinal Strategic Wealth Guidance 0.44% Reduce -12.4% 2,797 $1.2M
USA Financial Formulas 0.19% Reduce -30.6% 2,785 $1.2M
Stonebrook Private Inc. 0.34% Add +30.0% 2,771 $1.2M
Fulcrum Capital LLC 0.28% No change 2,770 $1.2M
Willis Johnson & Associates, Inc. 0.10% Reduce -20.2% 2,770 $1.2M
Wolff Financial Management LLC 0.34% Reduce -6.7% 2,766 $1.2M
Florida Financial Advisors, LLC 0.85% Reduce -3.7% 2,763 $1.2M
Stablepoint Partners, LLC 0.24% Add +28.1% 2,762 $1.2M
Asahi Life Asset Management Co., LTD. 0.69% Reduce -2.6% 2,755 $1.2M
High Net Worth Advisory Group LLC 0.36% Add +37.9% 2,752 $1.2M
Valtinson Bruner Financial Planning LLC 0.49% Reduce -2.7% 2,751 $1.2M
Matrix Asset Advisors Inc. 0.14% Add +0.2% 2,749 $1.2M
Cassia Capital Partners, LLC 0.77% Add +26.8% 2,746 $1.2M
WESPAC Advisors SoCal, LLC 0.30% Add +5.8% 2,746 $1.2M
CMC Financial Group 1.63% Reduce -5.1% 2,743 $1.2M
Rodgers Brothers Inc. 0.16% No change 2,738 $1.2M
Trueblood Wealth Management, LLC 0.65% Add +7.2% 2,717 $1.1M
Smart Money Group LLC 0.44% Add +17.2% 2,876 $1.1M
Fortune 45 LLC 0.94% Add +1.7% 2,711 $1.1M
McLean Asset Management Corp 0.39% Add +0.3% 2,743 $1.1M
Legend Financial Advisors, Inc. 0.82% Reduce -0.3% 2,703 $1.1M
Ssi Investment Management LLC 0.45% Reduce -1.0% 2,703 $1.1M
Denver Wealth Management, Inc. 0.58% No change 2,702 $1.1M
Ackerman Capital Advisors, LLC 0.31% Add +0.6% 2,699 $1.1M
Jacobsen Capital Management 0.53% Add +0.3% 2,693 $1.1M
Triune Financial Partners, LLC 0.39% No change 2,692 $1.1M
Prudent Man Advisors, LLC 0.42% New 2,614 $1.1M
Clarkston Capital Partners, LLC 0.02% Add +2.8% 2,686 $1.1M
Ullmann Wealth Partners Group, LLC 0.17% Add +3.4% 2,683 $1.1M
Dantai Capital Ltd 1.30% Reduce -31.3% 2,680 $1.1M
Carmel Capital Partners, LLC 0.47% Reduce -2.7% 2,675 $1.1M
Oliver Luxxe Assets LLC 0.24% Reduce -5.8% 2,670 $1.1M
FirstPurpose Wealth LLC 0.41% Add +1.0% 2,738 $1.1M
Wealth Group, Ltd. 0.85% — 2,664 $1.1M
Signet Financial Management, LLC 0.15% Add +35.8% 2,659 $1.1M
Triad Investment Management 1.36% Reduce -6.0% 2,656 $1.1M
Creekmur Asset Management LLC 0.38% Reduce -3.2% 2,653 $1.1M
Livforsakringsbolaget Skandia, Omsesidigt 0.09% No change 2,639 $1.1M
Redmont Wealth Advisors LLC 1.54% Reduce -8.8% 2,635 $1.1M
China Universal Asset Management Co., Ltd. 0.14% New 2,632 $1.1M
Warner Financial, Inc. 0.55% No change 2,630 $1.1M
Inspire Advisors, LLC 0.15% Reduce -4.3% 2,630 $1.1M
Prairie Sky Financial Group LLC 0.66% Add +27.1% 2,628 $1.1M
Synergy Asset Management, LLC 0.19% Reduce -92.5% 2,627 $1.1M
Moody National Bank Trust Division 0.09% Reduce -1.9% 2,627 $1.1M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.46% No change 2,725 $1.1M
Seascape Capital Management 0.41% Reduce -0.0% 2,621 $1.1M
Financial Management Professionals, Inc. 0.16% Reduce -2.8% 2,618 $1.1M
West Paces Advisors Inc. 0.29% Add +142.8% 2,612 $1.1M
Savvy Advisors, Inc. 0.63% Add +38.4% 2,611 $1.1M
Family Firm, Inc. 0.27% Reduce -93.7% 2,609 $1.1M
Missouri Trust & Investment Co 0.42% Add +3.6% 2,606 $1.1M
Cascade Investment Advisors, Inc. 0.71% Add +2.4% 2,605 $1.1M
SC&H Financial Advisors, Inc. 0.29% Add +6.8% 2,604 $1.1M
First National Bank & Trust Co. of Newtown 0.22% Add +1.0% 2,600 $1.1M
Americana Partners, LLC 0.09% Reduce -12.1% 2,599 $1.1M
CGN Advisors LLC 0.14% Reduce -3.8% 2,595 $1.1M
Alera Investment Advisors, LLC 0.15% Add +9.8% 2,590 $1.1M
Perissos Private Wealth Management, LLC 0.99% — 2,586 $1.1M
Silverlake Wealth Management LLC 0.55% Reduce -30.3% 2,585 $1.1M
Arkansas Financial Group, Inc. 0.19% Reduce -0.6% 2,584 $1.1M
Compass Advisory Group LLC 0.48% Add +1.4% 2,581 $1.1M
Atwater Malick LLC 0.38% Add +13.9% 2,580 $1.1M
Hill Investment Group Partners, LLC 0.15% Reduce -27.5% 2,579 $1.1M
MBM Wealth Consultants, LLC 0.38% Reduce -2.8% 2,578 $1.1M
Bruni J V & Co. 0.13% Reduce -26.2% 2,575 $1.1M
NFSG Corp 0.47% New 2,573 $1.1M
New Jersey Better Educational Savings Trust 2.04% No change 2,571 $1.1M
Per Stirling Capital Management, LLC. 0.18% Add +7.8% 2,563 $1.1M
Financial Network Wealth Advisors LLC 1.07% Add +53.7% 2,556 $1.1M
Sawgrass Asset Management LLC 0.12% Reduce -0.5% 2,554 $1.1M
MN Wealth Advisors, LLC 0.66% Add +0.2% 2,552 $1.1M
Burton Enright Welch 0.26% No change 2,550 $1.1M
Investmark Advisory Group LLC 0.59% No change 2,546 $1.1M
Financial Perspectives, Inc 0.41% Reduce -4.0% 2,543 $1.1M
Warther Private Wealth, LLC 0.48% Reduce -3.4% 2,541 $1.1M
McGlone Suttner Wealth Management, Inc. 0.20% Add +3.3% 2,540 $1.1M
Ellenbecker Investment Group 0.22% Reduce -3.3% 2,538 $1.1M
Harvest Fund Management Co., Ltd 0.10% Add +477.9% 2,531 $1.1M
CarsonAllaria Wealth Management, Ltd. 0.67% Reduce -1.9% 2,530 $1.1M
Marshall Financial Group, LLC 0.31% Add +0.3% 2,530 $1.1M
Cyndeo Wealth Partners, LLC 0.09% Add +19.3% 2,524 $1.1M
Horizon Family Wealth, Inc. 0.82% Add +0.7% 2,519 $1.1M
Towne Trust Company, N.A 0.38% Add +123.2% 2,513 $1.1M
Sheets Smith Wealth Management 0.12% Add +15.8% 2,509 $1.1M
McNaughton Wealth Management, LLC 0.58% Add +7.6% 2,506 $1.1M
Ironsides Asset Advisors, LLC 0.36% Add +38.7% 2,500 $1.1M
Darden Wealth Group Inc 0.83% Add +21.4% 2,495 $1.0M
KLR Investment Advisors, LLC 0.76% Reduce -6.5% 2,564 $1.0M
Wealth Forward, LLC 0.82% Add +14.2% 2,492 $1.0M
Round Hill Asset Management 0.63% No change 2,490 $1.0M
Narus Financial Partners, LLC 0.45% Add +1.7% 2,488 $1.0M
SWS Partners 0.31% Add +180.1% 2,487 $1.0M
Jessup Wealth Management, Inc 0.45% Add +4.3% 2,479 $1.0M
River Street Advisors LLC 0.70% Reduce -3.3% 2,478 $1.0M
TLWM 0.23% Add +9.1% 2,475 $1.0M
Private Wealth Management Group, LLC 0.47% Add +4.2% 2,474 $1.0M
Wayfinding Financial, LLC 0.61% Add +3.3% 2,560 $1.0M
Signature Estate & Investment Advisors LLC 0.03% Reduce -11.1% 2,468 $1.0M
First Pacific Financial 0.29% Reduce -14.7% 2,464 $1.0M
Kensington Investment Counsel, LLC 0.47% Add +16.6% 2,460 $1.0M
Verity Asset Management, Inc. 0.58% Reduce -5.8% 2,455 $1.0M
Marquette Asset Management, LLC 0.18% Add +9.0% 2,453 $1.0M
Boltwood Capital Management 0.32% Reduce -1.4% 2,449 $1.0M
Johnson Financial Group, LLC 0.13% Reduce -50.3% 2,442 $1.0M
Fermata Advisors, LLC 0.23% Reduce -0.6% 2,439 $1.0M
Creative Capital Management Investments LLC 0.53% No change 2,438 $1.0M
Monograph Wealth Advisors, LLC 0.15% Reduce -18.1% 2,436 $1.0M
Essex LLC 0.24% Reduce -17.2% 2,435 $1.0M
Wealth Group Ltd 0.32% Reduce -3.2% 2,485 $1.0M
Onyx Bridge Wealth Group LLC 0.18% Add +11.7% 2,546 $1.0M
Hexagon Capital Partners LLC 0.23% Add +9.7% 2,432 $1.0M
Corton Capital Inc. 0.38% Add +13.8% 2,430 $1.0M
Nicholas Wealth, LLC. 0.79% Add +15.3% 2,425 $1.0M
Affinity Capital Advisors, LLC 0.23% No change 2,424 $1.0M
Mascoma Wealth Management LLC 0.29% Reduce -0.5% 2,419 $1.0M
PAX Financial Group, LLC 0.20% Reduce -3.3% 2,419 $1.0M
Richard P Slaughter Associates Inc 0.25% Reduce -5.8% 2,417 $1.0M
Total Investment Management Inc. 0.13% Add +18.4% 2,412 $1.0M
Phocas Financial Corp. 0.11% No change 2,412 $1.0M
Zions Bancorporation, N.A. 0.07% Add +4.7% 2,411 $1.0M
Home Federal Bank of Tennessee 0.31% No change 2,404 $1.0M
BCS Wealth Management 0.32% Reduce -2.0% 2,401 $1.0M
Chapman Investment Management, LLC 0.74% Reduce -11.3% 2,396 $1.0M
Wellington Shields Capital Management, LLC 0.19% Add +1.1% 2,395 $1.0M
Rowlandmiller & Partners.adv 0.21% No change 2,392 $1.0M
Members Trust Co 0.03% Reduce -6.5% 2,392 $1.0M
Acorn Financial Advisory Services Inc. 0.19% Reduce -26.3% 2,391 $1.0M
Element Wealth, LLC 0.59% Reduce -2.7% 2,385 $1.0M
Riggs Asset Managment Co. Inc. 0.29% Reduce -1.3% 2,377 $1000K
WMG Financial Advisors, LLC 0.57% Add +7.8% 2,374 $998K
Eclectic Associates Inc. 0.46% Add +37.4% 2,372 $997K
Consilio Wealth Advisors, LLC 0.47% Add +9.2% 2,370 $997K
Elite Wealth Management, Inc. 0.24% New 2,365 $995K
Greenspring Advisors, LLC 0.25% Add +26.9% 2,359 $992K
River Global Investors LLP 0.25% Reduce -65.8% 2,353 $989K
Long Run Wealth Advisors, LLC 0.26% No change 2,350 $988K
Connable Office Inc. 0.11% New 2,350 $988K
Broadleaf Partners, LLC 0.25% No change 2,339 $984K
Canopy Partners, LLC 0.48% Add +35.1% 2,337 $983K
Sterling Financial Planning, Inc. 0.40% Reduce -9.7% 2,328 $979K
Legacy PCG, LLC 0.61% Reduce -7.8% 2,326 $978K
RAM Investment Partners, LLC 0.31% Add +2.4% 2,325 $978K
Family Investment Center, Inc. 0.31% Add +1.9% 2,324 $977K
Wagner Wealth Management, LLC 0.30% Add +1.1% 2,322 $976K
Lebenthal Global Advisors, LLC 0.22% Reduce -23.9% 2,321 $976K
Lwmg, LLC 0.23% Reduce -4.3% 2,320 $975K
Spotlight Asset Group, Inc. 0.70% Add +1.4% 2,317 $974K
Radnor Capital Management, LLC 0.17% Reduce -0.6% 2,316 $974K
McAdam, LLC 0.06% Reduce -7.2% 2,314 $973K
360 Financial, Inc. 0.38% No change 2,314 $973K
Caldwell Sutter Capital, Inc. 0.47% Reduce -4.1% 2,312 $972K
Ategra Capital Management, LLC 0.45% No change 2,310 $971K
Towneley Capital Management, Inc / DE 0.24% Reduce -0.1% 2,303 $968K
CCG Wealth Management, LLC 0.58% Add +137.3% 2,299 $967K
Washburn Capital Management, Inc. 0.71% Add +16.4% 2,298 $966K
Wealthstream Advisors, Inc. 0.37% Add +2.0% 2,297 $966K
Garrison Point Advisors, LLC 0.62% Reduce -6.5% 2,296 $966K
Valley Brook Capital Group, Inc. 0.77% Add +3.6% 2,295 $965K
Tarbox Family Office, Inc. 0.17% Add +4.6% 2,288 $962K
Syntegra Private Wealth Group, LLC 0.12% Add +4.6% 2,287 $962K
Act Wealth Management, LLC 0.48% Reduce -3.5% 2,287 $962K
Selway Asset Management 0.39% No change 2,285 $961K
Greystone Financial Group, LLC 0.19% Add +5.2% 2,282 $960K
FWL Investment Management, LLC 0.53% Add +28.1% 2,276 $957K
LRI Investments, LLC 0.24% — 2,276 $957K
Obsidian Personal Planning Solutions LLC 0.63% Reduce -4.8% 2,412 $957K
Clear Creek Financial Management, LLC 0.12% Add +33.9% 2,275 $957K
Concorde Asset Management, LLC 0.65% Reduce -3.1% 2,275 $957K
Transcendent Capital Group LLC 0.56% Reduce -16.3% 2,274 $956K
Strategic Financial Concepts, LLC 0.23% New 2,270 $955K
Quantum Financial Advisors, LLC 0.18% Add +36.0% 2,269 $954K
626 Financial, LLC 0.58% No change 2,264 $952K
Centiva Capital, LP 0.06% New 2,256 $949K
American Assets Investment Management, LLC 0.09% No change 2,250 $946K
Spectrum Investment Advisors, Inc. 0.69% Add +45.1% 2,237 $941K
Sage Rhino Capital LLC 0.22% Add +4.1% 2,235 $940K
Renaissance Group LLC 0.04% Reduce -1.7% 2,254 $940K
Woodward Diversified Capital, LLC 0.58% Reduce -9.4% 2,234 $939K
Juncture Wealth Strategies, LLC 0.40% Reduce -0.3% 2,234 $939K
apricus wealth, LLC 0.66% Add +2.3% 2,231 $938K
Agate Pass Investment Management, LLC 0.50% Add +7.8% 2,228 $937K
Safeguard Financial, LLC 0.30% Reduce -1.1% 2,226 $936K
Heck Capital Advisors, LLC 0.14% Reduce -2.6% 2,223 $935K
Werba Rubin Papier Wealth Management 0.27% Add +120.4% 2,222 $934K
Concentric Wealth Management, LLC 0.25% Reduce -0.8% 2,222 $934K
Stableford Capital II LLC 0.37% Reduce -7.0% 2,218 $933K
Phillips Financial Management, LLC 0.08% Reduce -3.2% 2,209 $929K
Salomon & Ludwin, LLC 0.08% Add +4.4% 2,208 $929K
Five Oceans Advisors 0.48% Add +0.1% 2,204 $927K
Maripau Wealth Management LLC 0.69% Add +33.9% 2,202 $926K
Jentner Corp 0.33% No change 2,201 $926K
IRON Financial LLC 0.52% Add +2.7% 2,200 $925K
Axq Capital, LP 0.22% Reduce -40.5% 2,200 $925K
Visionary Horizons, LLC 0.72% No change 2,291 $924K
Francis Financial, Inc. 0.30% Add +7.4% 2,193 $922K
MBA Advisors LLC 0.48% Add +6.4% 2,185 $919K
Birchcreek Wealth Management, LLC 0.48% Add +39.5% 2,185 $919K
Sage Investment Advisers LLC 1.05% Reduce -2.6% 2,184 $918K
Belmont Capital, LLC 0.25% No change 2,183 $918K
Baker Boyer National Bank 0.32% Add +2.4% 2,175 $915K
First International Bank & Trust 0.31% Add +6.5% 2,166 $911K
Legacy Capital Group California, Inc. 0.34% Add +15.7% 2,160 $908K
Sachem Hill LLC 0.21% Add +0.3% 2,157 $907K
OneAscent Wealth Management LLC 0.35% Add +3.2% 2,155 $906K
Red Lighthouse Investment Management, LLC 0.36% Add +0.3% 2,152 $905K
Cedar Point Capital Partners, LLC 0.69% Add +4.8% 2,150 $904K
SimpliFi, Inc. 0.41% New 2,150 $904K
FinTrust Capital Advisors, LLC 0.17% Add +8.7% 2,146 $902K
Harbor Group, Inc. 0.24% No change 2,146 $902K
Beacon Capital Management, LLC 0.18% Reduce -4.8% 2,144 $902K
CoreFirst Bank & Trust 0.56% Reduce -0.5% 2,138 $899K
Gibbs Wealth Management 0.52% — 2,136 $898K
MQS Management LLC 0.52% Add +40.8% 2,136 $898K
Sugarloaf Wealth Management, LLC 0.19% Add +3.2% 2,135 $898K
Entropy Technologies, LP 0.10% New 2,132 $897K
Farmers Trust Co. 0.18% Add +15.7% 2,131 $896K
Mountain Capital Investment Advisors Inc. 0.25% Add +7.1% 2,160 $896K
Leisure Capital Management 0.45% Add +14.2% 2,129 $895K
Congress Asset Management Co. 0.01% Reduce -3.2% 2,125 $894K
Vanguard Capital Wealth Advisors 0.63% No change 2,113 $889K
Austin Wealth Management, LLC 0.22% Add +15.3% 2,145 $888K
Triton Wealth Management, PLLC 0.61% No change 2,193 $888K
Gleason Group, Inc. 0.19% Reduce -7.1% 2,108 $886K
Wells Trecaso Financial Group, LLC 0.31% Reduce -24.1% 2,099 $883K
DDFG, Inc 0.28% Add +5.0% 2,099 $883K
Sunflower Bank, N.A. 0.20% Reduce -2.6% 2,097 $882K
McGowan Group Asset Management, Inc. 0.13% Reduce -0.8% 2,095 $881K
Elwood & Goetz Wealth Advisory Group, LLC 0.21% Reduce -0.6% 2,092 $880K
Vista Investment Management 0.36% Reduce -0.4% 2,091 $879K
Royal Fund Management, LLC 0.10% No change 2,091 $879K
BKM Wealth Management, LLC 0.38% Add +171.7% 2,089 $878K
Capital Advisors, Ltd. LLC 0.11% Add +1.5% 2,087 $878K
Horan Securities, Inc. 0.41% Add +3.5% 2,087 $878K
BOS Asset Management, LLC 0.46% Reduce -32.4% 2,085 $877K
Coppell Advisory Solutions Corp. 0.17% — 2,084 $876K
Oak Thistle LLC 0.79% Reduce -74.6% 2,084 $876K
Milestones Administradora de Recursos Ltda. 0.47% New 2,080 $875K
Buck Wealth Strategies, LLC 0.30% New 2,080 $875K
Defined Wealth Management, LLC 0.63% Add +0.9% 2,079 $874K
Von Berge Wealth Management Group, LLC 0.56% Add +7.8% 2,078 $874K
Asset Planning Services Inc. /La/ 0.49% No change 2,075 $873K
Aristotle Capital Management, LLC 0.00% No change 2,075 $873K
Private Client Services, LLC 0.58% Reduce -8.8% 2,071 $871K
CAP Partners, LLC 0.77% Reduce -1.2% 2,070 $870K
Lagoda Investment Management, L.P. 0.53% No change 2,065 $868K
Cahill Wealth Management, LLC 0.51% Add +109.5% 1,397 $868K
Continental Investors Services, Inc. 2.06% Add +1.6% 2,065 $868K
Greenhouse Wealth Management, LLC 0.65% Add +2.9% 2,060 $866K
waypoint wealth counsel 0.67% Add +4.5% 2,058 $865K
Boyar Asset Management Inc. 0.56% Add +7.4% 2,055 $864K
Trillium Asset Management, LLC 0.02% Reduce -9.0% 2,051 $862K
Campion Asset Management 0.67% Add +6.1% 2,046 $860K
VestGen Investment Management 0.26% Add +14.8% 2,046 $860K
Bigelow Investment Advisors, LLC 0.42% Reduce -2.3% 2,044 $860K
JPL Wealth Management, LLC 0.47% Reduce -12.1% 2,042 $859K
Seven Mile Advisory 0.65% Add +2.3% 2,042 $859K
Mayar Capital Ltd. 0.73% No change 2,038 $857K
Prosperitas Financial LLC 0.55% Reduce -5.3% 2,038 $857K
Accuvest Global Advisors 0.37% Add +27.5% 2,037 $857K
Ogorek Anthony Joseph /NY/ 0.30% No change 2,038 $857K
Allegiance Financial Group Advisory Services LLC 0.35% Add +40.4% 2,036 $856K
Wealth Dimensions Group, Ltd. 0.25% Reduce -7.9% 2,036 $856K
ABLE Financial Group, LLC 0.34% Add +0.1% 2,032 $854K
IMZ Advisory Inc 0.44% Add +5.2% 2,029 $853K
Marsico Capital Management LLC 0.03% No change 2,029 $853K
Ulland Investment Advisors, LLC 0.69% Add +1.0% 2,028 $853K
NCM Capital Management, LLC 0.48% Reduce -0.4% 2,028 $853K
Capital Investment Counsel, LLC 0.18% Add +21.8% 2,026 $852K
USAdvisors Wealth Management, LLC 0.32% Add +0.1% 2,041 $851K
EWG Elevate Inc. 0.32% Reduce -0.8% 2,023 $851K
Tempus Wealth Planning, LLC 0.37% New 2,019 $849K
Gladius Capital Management LP 0.84% Reduce -17.9% 2,016 $848K
Knightsbridge Asset Management, LLC 0.24% No change 2,373 $846K
Highlander Partners, L.P. 0.59% Add +54.7% 2,050 $845K
Jackson Thornton Wealth Management, LLC 0.14% Reduce -0.3% 2,009 $845K
Roberts Financial Services LLC 0.17% Add +0.1% 2,008 $844K
Capital Investment Services of America, Inc. 0.08% No change 2,002 $842K
True Link Financial Advisors, LLC 0.08% New 1,990 $837K
Sequent Planning LLC 0.30% — 1,989 $836K
Anderson Hoagland & Co. 0.09% No change 2,035 $833K
BNC Wealth Management, LLC 0.36% Reduce -86.8% 1,976 $831K
Strategic Advocates LLC 0.32% No change 1,976 $831K
Beacon Financial Advisory LLC 0.40% Reduce -6.2% 1,973 $830K
IAG Wealth Partners, LLC 0.18% Add +38.7% 1,970 $828K
Second Line Capital, LLC 0.27% New 1,968 $828K
Probity Advisors, Inc. 0.17% Reduce -1.1% 1,966 $827K
Keating Investment Counselors Inc. 0.27% Reduce -38.5% 1,960 $824K
Navalign, LLC 0.27% Reduce -2.4% 1,959 $824K
Annapolis Financial Services, LLC 0.27% Reduce -20.0% 1,959 $824K
Clear Point Advisors Inc. 0.68% Reduce -0.3% 1,956 $823K
Index Fund Advisors, Inc. 0.05% Add +5.5% 1,955 $822K
Abel Hall, LLC 0.61% Add +2.5% 1,953 $821K
Choice Wealth Advisors LLC 0.50% No change 1,952 $821K
Capital CS Group, LLC 0.82% No change 1,950 $820K
Skylands Capital, LLC 0.11% Reduce -2.5% 1,950 $820K
Main Street Group, LTD 0.40% Add +10.9% 1,951 $820K
Blue Edge Capital, LLC 0.14% Reduce -0.3% 1,948 $819K
Gerber, LLC 0.68% Add +11.5% 1,936 $814K
Emerald Advisors, LLC 0.14% No change 1,936 $814K
Blue Bell Private Wealth Management, LLC 0.17% Add +11.2% 1,931 $812K
Investment Partners Asset Management, Inc. 0.73% Add +10.3% 1,928 $811K
Gilman Hill Asset Management, LLC 0.15% New 1,928 $811K
Advantage Trust Co 0.60% No change 1,927 $810K
LJI Wealth Management, LLC 0.21% Add +3.7% 1,925 $810K
Kiely Wealth Advisory Group, Inc. 0.46% No change 2,004 $809K
Planned Solutions, Inc. 0.40% Reduce -16.2% 1,915 $805K
LifePlan Financial, LLC 0.74% Reduce -0.3% 1,910 $803K
Sunpointe, LLC 0.89% Add +7.6% 1,905 $801K
Level Financial Advisors 0.36% No change 1,903 $800K
Austin Private Wealth, LLC 0.09% Reduce -6.4% 1,904 $800K
Cedar Mountain Advisors, LLC 0.20% Reduce -3.9% 1,899 $799K
KFG Wealth Management, LLC 0.33% Add +26.9% 1,894 $796K
Winslow Asset Management Inc. 0.15% Reduce -1.6% 1,894 $796K
Rock Point Advisors, LLC 0.24% Add +14.1% 1,891 $795K
Gordian Advisors LLC 0.73% No change 1,890 $795K
McClarren Financial Advisors, Inc. 0.57% No change 1,887 $794K
Oceanside Advisors LLC 0.66% Add +24.5% 1,882 $791K
Mattern Capital Management, LLC 0.11% Add +55.0% 1,882 $791K
Riversedge Advisors, LLC 0.19% Add +18.8% 1,880 $791K
Estabrook Capital Management 0.12% No change 1,880 $791K
Country Trust Bank 0.02% Reduce -19.2% 1,880 $791K
WestHill Financial Advisors, Inc. 0.19% Add +1.0% 1,878 $790K
VERITY Wealth Advisors 0.60% Add +2.3% 1,875 $788K
Lam Group, Inc. 0.64% No change 1,873 $788K
Sageworth Trust Co 0.05% Reduce -1.1% 1,873 $788K
Paragon Financial Partners, Inc. 0.65% No change 1,870 $786K
Cornerstone Advisors Asset Management, LLC 0.28% No change 1,870 $786K
New World Advisors LLC 0.23% Reduce -11.7% 1,865 $784K
MainStreet Investment Advisors LLC 0.09% Reduce -34.6% 1,865 $784K
Taylor Hoffman Wealth Management 0.33% Add +1.0% 1,861 $783K
Harel Insurance Investments & Financial Services Ltd. 0.02% Add +90.7% 1,855 $780K
Unique Wealth, LLC 0.22% Add +34.5% 1,853 $779K
Omnia Family Wealth, LLC 0.36% Add +17.2% 1,850 $778K
Curran Financial Partners, LLC 0.27% Reduce -0.3% 1,850 $778K
Dearborn Partners LLC 0.03% Reduce -0.2% 1,847 $777K
Pacific Wealth Strategies Group, Inc. 0.65% No change 1,843 $775K
Meritas Wealth Management, LLC 0.54% Reduce -13.1% 1,841 $774K
Diamant Asset Management, Inc. 0.54% Reduce -0.3% 1,840 $774K
Oak Asset Management, LLC 0.29% Reduce -0.2% 1,840 $774K
Shore Point Advisors, LLC 0.44% No change 1,840 $774K
Financial Alternatives, Inc 0.60% No change 1,836 $772K
Old North State Trust, LLC 0.65% — 1,837 $772K
Verus Financial Partners, Inc. 0.09% No change 1,832 $770K
Permit Capital, LLC 0.49% No change 1,825 $767K
Landaas & Co. /Wi 0.25% No change 1,822 $766K
Saxony Capital Management, LLC 0.92% Add +52.9% 1,821 $766K
Keb Asset Management, LLC 0.26% Reduce -5.2% 1,820 $765K
Insight Folios Inc 0.31% Add +2.2% 1,813 $762K
United Bank 0.09% Add +3.2% 1,812 $762K
Riverview Trust Co 0.59% No change 1,811 $762K
OLIO Financial Planning 0.32% No change 2,123 $759K
Port Capital LLC 0.04% Reduce -0.3% 1,803 $758K
Dempze Nancy E 0.58% No change 1,801 $757K
Terril Brothers, Inc. 0.26% No change 1,800 $757K
John G Ullman & Associates Inc. 0.12% Add +2.0% 1,799 $757K
William Allan Corp 0.50% Add +2.6% 1,798 $756K
Carl P. Sherr & Co., LLC 0.43% Add +4.8% 1,794 $754K
Clayton Financial Group LLC 0.34% New 1,793 $754K
Noesis Capital Mangement Corp. 0.17% No change 1,792 $754K
Coulter & Justus Financial Services, LLC 0.17% Reduce -96.3% 1,792 $754K
Caerus Investment Advisors, LLC 0.73% No change 1,791 $753K
Mfa Wealth Advisors, LLC 0.20% Reduce -0.5% 1,787 $751K
First Business Financial Services, Inc. 0.08% Add +54.4% 1,786 $751K
Clay Northam Wealth Management, LLC 0.60% No change 1,780 $749K
Warwick Investment Management, Inc. 0.18% Add +45.0% 1,780 $748K
PFC Capital Group, Inc. 0.40% Add +2.6% 1,780 $748K
Exchange Bank 0.61% Add +1.0% 1,775 $746K
Sutton Place Investors LLC 0.37% Add +65.0% 1,775 $746K
Weybosset Research & Management LLC 0.27% Reduce -3.3% 37,894 $746K
Motive Wealth Advisors 0.45% Add +61.7% 1,772 $745K
Olistico Wealth, LLC 0.54% Add +29.3% 1,765 $742K
NDWM LLC 0.68% Add +12.2% 1,763 $741K
Hyperion Partners, LLC 0.54% Reduce -0.1% 1,758 $739K
Duncker Streett & Co. Inc. 0.15% No change 1,757 $739K
Matrix Private Capital Group LLC 0.50% Reduce -7.3% 1,754 $738K
BlueChip Wealth Advisors LLC 0.48% No change 1,753 $737K
Sendero Wealth Management, LLC 0.13% Add +4.8% 1,750 $736K
Unionview, LLC 0.61% No change 1,746 $734K
Rosenberg Matthew Hamilton 0.21% Reduce -3.6% 1,747 $734K
Goldstone Financial Group, LLC 0.17% Reduce -5.2% 1,744 $733K
Twelve Points Wealth Management LLC 0.27% Reduce -0.5% 1,739 $731K
Hoxton Planning & Management, LLC 0.35% Add +3.9% 1,736 $730K
Cohen Capital Management, Inc. 0.13% Add +34.2% 1,736 $730K
Capital Square, LLC 0.51% No change 1,732 $728K
GDS Wealth Management 0.09% Add +0.1% 1,732 $728K
FMB Wealth Management 0.58% No change 1,727 $726K
Optimist Retirement Group LLC 0.37% Add +3.8% 1,724 $725K
Collective Family Office LLC 0.23% Add +33.3% 1,722 $724K
Atlas Wealth LLC 0.59% Add +1.8% 1,721 $724K
Cedrus LLC 0.40% Add +8.7% 1,720 $723K
Great Waters Wealth Management 0.12% Add +17.2% 1,720 $723K
Warren Street Wealth Advisors, LLC 0.36% Add +1.3% 1,717 $722K
Summit Wealth & Retirement Planning, Inc. 0.26% Add +60.0% 1,714 $721K
Ratio Wealth Group 0.13% No change 1,714 $721K
Carderock Capital Management Inc. 0.20% Add +44.3% 1,710 $719K
Paradigm, Strategies in Wealth Management, LLC 0.44% No change 1,709 $719K
White Pine Capital LLC 0.27% Add +11.1% 1,811 $718K
Prosperity Financial Group, Inc. 0.44% Add +7.9% 1,708 $718K
Raleigh Capital Management Inc. 0.31% Add +13.9% 1,700 $715K
Walkner Condon Financial Advisors LLC 0.15% Add +25.7% 1,694 $712K
Falcon Wealth Planning 0.11% Reduce -6.3% 1,694 $712K
Eschler Asset Management LLP 0.46% Reduce -43.5% 1,692 $712K
1620 Investment Advisors, Inc. 0.71% Add +0.8% 1,690 $711K
Kohmann Bosshard Financial Services, LLC 0.10% No change 1,690 $711K
Forza Wealth Management, LLC 0.37% No change 1,689 $710K
New Covenant Trust Company, N.A. 0.71% — 1,686 $709K
Red Spruce Capital, LLC 0.33% Add +21.0% 1,681 $707K
Wealth Management Partners, LLC 0.36% Add +0.2% 1,677 $705K
SilverOak Wealth Management LLC 0.17% Add +2.0% 1,667 $701K
Partners in Financial Planning 0.16% Add +6.4% 1,667 $701K
Campbell Wealth Management 0.07% Add +51.0% 1,666 $701K
CWS Financial Advisors, LLC 0.29% Reduce -33.7% 1,665 $700K
L & S Advisors Inc 0.09% Reduce -92.8% 1,665 $700K
Cetera Trust Company, N.A 0.42% No change 1,662 $699K
Cordgrass Capital Advisors, LLC 0.22% Add +2.9% 1,662 $699K
Progressive Investment Management Corp 0.19% No change 1,660 $698K
Commonwealth Retirement Investments LLC 0.33% Add +6.1% 1,654 $696K
Orrstown Financial Services Inc. 0.39% Add +14.2% 1,650 $694K
Tradewinds Capital Management, LLC 0.19% Add +0.4% 1,650 $694K
Full Sail Capital, LLC 0.05% Reduce -1.5% 1,649 $693K
Wealthgate Family Office, LLC 1.80% No change 1,644 $691K
Victory Financial Group, LLC 0.41% Reduce -41.6% 1,641 $690K
Coombe, Bender & Co LLC 0.42% Reduce -14.3% 1,640 $690K
Matisse Capital 0.33% Reduce -0.6% 1,640 $690K
Brooks, Moore & Associates, Inc. 0.44% No change 1,635 $688K
Blackhawk Capital Partners, LLC 0.43% Reduce -10.1% 1,635 $688K
Robinson Smith Wealth Advisors LLC 0.66% Add +7.2% 1,629 $685K
Braun-Bostich & Associates Inc. 0.57% Add +8.9% 1,628 $685K
Acorns Advisers, LLC 0.01% Add +43.2% 1,627 $684K
Doliver Advisors, LP 0.19% Reduce -1.5% 1,619 $681K
BTC Capital Management, Inc. 0.06% — 1,614 $679K
Planning Alternatives Ltd. 0.11% No change 1,613 $678K
Kolinsky Wealth Management, LLC 0.52% Add +14.0% 1,611 $677K
West Branch Capital LLC 0.27% Add +77.7% 1,608 $676K
LGT Financial Advisors LLC 0.79% No change 1,608 $676K
Horizon Bancorp Inc. 0.32% Reduce -1.7% 1,604 $675K
Meadow Creek Wealth Advisors LLC 0.47% New 1,605 $675K
Source Financial Advisors LLC 0.20% Add +0.6% 1,602 $674K
First Dallas Securities Inc. 0.31% No change 1,600 $673K
Global Wealth Management Investment Advisory, Inc. 0.16% Add +8.1% 1,595 $671K
Uptick Partners, LLC 0.51% Reduce -0.1% 1,593 $670K
Mosaic Financial Group, LLC 0.54% — 1,592 $669K
Tidemark, LLC 0.37% Add +16.5% 1,588 $668K
Menard Financial Group LLC 0.56% New 1,587 $667K
Aua Capital Management, LLC 0.38% Reduce -9.1% 1,584 $666K
NorthLanding Financial Partners, LLC 0.72% No change 1,582 $665K
Fortem Financial Group, LLC 0.29% Reduce -8.7% 1,582 $665K
Boyce & Associates Wealth Consulting, Inc. 0.86% No change 1,581 $665K
Carolina Wealth Advisors, LLC 0.36% No change 1,580 $664K
Gitterman Wealth Management, LLC 0.26% Reduce -11.2% 1,579 $664K
Trustco Bank Corp. N Y 0.69% Reduce -6.0% 1,577 $663K
Keyes, Stange & Wooten Wealth Management, LLC 0.58% No change 1,575 $662K
Gateway Wealth Partners, LLC 0.24% Reduce -9.2% 1,571 $661K
Derbend Asset Management 0.33% New 1,571 $661K
HBC Financial Services, PLLC 0.45% Reduce -4.6% 1,658 $660K
Benchmark Financial Wealth Advisors, LLC 0.25% Add +5.8% 1,568 $659K
Bruce G. Allen Investments, LLC 0.54% Reduce -2.2% 1,566 $659K
PFW Advisors LLC 0.20% Add +1.6% 1,562 $657K
Human Investing LLC 0.13% Add +3.0% 1,560 $656K
Primoris Wealth Advisors, LLC 0.53% Add +9.8% 1,603 $656K
Shared Vision Wealth Group LLC 0.41% No change 1,556 $654K
Villere St Denis J & Co. LLC 0.05% New 1,553 $653K
Lifeworks Advisors, LLC 0.18% Add +49.1% 1,552 $653K
Coerente Capital Management 0.12% Reduce -2.8% 1,552 $653K
RIA Advisory Group LLC 0.26% Reduce -6.1% 1,551 $652K
Farrow Financial, Inc. 0.46% Reduce -6.1% 1,550 $652K
Epic Trust Investment Advisors, LLC 0.80% No change 1,549 $651K
Mayport, LLC 0.25% Add +8.0% 1,548 $651K
Corundum Group, Inc. 0.31% Reduce -3.2% 1,538 $647K
Somerset Trust Co 0.26% Add +4.8% 1,533 $645K
Frazier Financial Advisors, LLC 0.53% Add +14.9% 1,530 $644K
Tower Wealth Partners, Inc. 0.42% Reduce -16.4% 1,528 $643K
Adell Harriman & Carpenter Inc. 0.05% Add +12.5% 1,527 $642K
Facet Wealth, Inc. 0.02% Reduce -13.2% 1,585 $642K
Dominguez Wealth Management Solutions, Inc. 0.51% No change 1,526 $642K
Jackson Hole Capital Partners, LLC 0.15% Add +5.2% 1,526 $642K
WealthCollab, LLC 0.47% Reduce -1.1% 1,525 $641K
Retirement Financial Solutions, LLC 0.33% Reduce -8.8% 1,522 $640K
American Institute for Advanced Investment Management, LLP 0.51% No change 1,521 $640K
Operose Advisors LLC 0.22% Add +77.8% 1,520 $639K
DT Investment Partners, LLC 0.06% No change 1,518 $638K
Anson Capital, Inc. 0.92% Reduce -2.0% 1,515 $637K
Accel Wealth Management 0.27% Add +7.1% 1,515 $637K
Wooster Corthell Wealth Management, Inc. 0.15% Add +0.5% 1,515 $637K
Paulson Wealth Management Inc. 0.19% Add +0.1% 1,511 $635K
Luminvest Wealth Management LLC 0.40% No change 1,400 $633K
RNC Capital Management LLC 0.04% Reduce -17.2% 1,505 $633K
Legacy Wealth Management, LLC / MS 0.28% No change 1,500 $631K
Capital Planning LLC 0.21% Add +50.0% 1,500 $631K
HughesLittle Investment Management Ltd. 0.14% New 1,500 $631K
Bayesian Capital Management, LP 0.06% New 1,500 $631K
Truefg, LLC 0.23% No change 1,499 $630K
Latitude Advisors, LLC 0.39% Reduce -7.6% 1,498 $630K
Mechanics Financial Corp 0.33% Reduce -6.3% 1,495 $629K
PFG Private Wealth Management, LLC 0.40% No change 1,493 $628K
Bogart Wealth, LLC 0.03% Reduce -7.9% 1,493 $628K
Cherrydale Wealth Management, LLC 0.29% Add +18.4% 1,492 $627K
Deroy & Devereaux Private Investment Counsel Inc. 0.04% Reduce -6.3% 1,491 $627K
PCA Investment Advisory Services Inc. 0.35% Reduce -5.8% 1,488 $626K
Ewa, LLC 0.28% Add +56.7% 1,518 $625K
Vantage Financial Partners, LLC 0.17% Add +4.3% 1,487 $625K
Guild Investment Management, Inc. 0.80% Add +2.3% 1,483 $624K
Plan Group Financial, LLC 0.41% Add +1.5% 1,479 $622K
Carr Financial Group Corp 0.21% Add +0.7% 1,479 $622K
AJ Advisors, LLC 0.34% Add +7.7% 1,475 $620K
Diversified Portfolios, Inc. 0.09% No change 1,474 $620K
Berkshire Money Management, Inc. 0.07% New 1,472 $619K
Opal Wealth Advisors, LLC 0.21% Reduce -3.6% 1,471 $619K
Texas Capital Bank Wealth Management Services Inc 0.07% Add +2.4% 1,471 $619K
Integrity Wealth Solutions LLC 0.40% Add +13.3% 1,470 $618K
Ranch Capital Advisors Inc. 0.33% Add +4.6% 1,469 $618K
CBIZ Investment Advisory Services, LLC 0.04% Add +18.9% 1,468 $617K
Shoker Investment Counsel, Inc. 0.22% Reduce -3.0% 1,468 $617K
Schiavi & Co LLC 0.24% Reduce -3.3% 1,465 $616K
Compass Wealth Management LLC 0.15% Add +34.4% 1,465 $616K
JGP Wealth Management, LLC 0.09% No change 1,461 $614K
Logan Capital Management Inc. 0.03% Reduce -0.1% 1,458 $613K
Absolute Capital Management, LLC 0.39% New 1,452 $611K
Milestone Asset Management, LLC 0.17% Reduce -4.5% 1,446 $608K
Concord Investment Counsel Inc. 0.22% — 1,444 $607K
Hilltop Partners LLC 0.22% Add +26.3% 1,442 $606K
Iron Horse Wealth Management, LLC 0.24% No change 1,441 $606K
Sentinel Trust Co. Lba 0.08% No change 1,434 $603K
Highview Capital Management LLC 0.27% Reduce -7.7% 1,431 $602K
Cedar Wealth Management, LLC 0.20% Reduce -0.2% 1,427 $600K
Cora Capital Advisors LLC 0.32% No change 1,426 $600K
Nemes Rush Group LLC 0.09% Reduce -4.2% 1,423 $598K
Financial Advisors, LLC 0.12% No change 1,422 $598K
Sterling Wealth Management, Inc. 0.30% No change 1,420 $597K
LaSalle St. Investment Advisors, LLC 0.34% Add +5.5% 1,629 $597K
Jackson Creek Investment Advisors LLC 0.21% No change 1,420 $597K
Mendel Capital Management LLC 0.39% Reduce -12.6% 1,414 $595K
Fullerton Fund Management Co Ltd. 0.03% New 1,410 $593K
Bell & Brown Wealth Advisors, LLC 0.25% No change 1,408 $592K
Hapanowicz & Associates Financial Services, Inc 0.34% No change 1,407 $592K
Richardson Financial Services Inc. 0.42% Reduce -19.5% 1,405 $591K
Delaney Dennis R 0.32% Reduce -26.3% 1,405 $591K
Martin Capital Advisors, LLP 0.46% No change 1,404 $590K
Benchmark Investment Advisors LLC 0.46% Reduce -11.2% 1,398 $588K
Fortitude Family Office, LLC 0.40% No change 1,398 $588K
Yoder Wealth Management, Inc. 0.38% Reduce -4.9% 1,396 $587K
Cassady Schiller Wealth Management, LLC 0.26% No change 1,393 $586K
United Advisor Group, LLC 0.22% New 1,393 $586K
Moisand Fitzgerald Tamayo, LLC 0.09% Reduce -0.8% 1,392 $585K
Demars Financial Group, LLC 0.29% No change 1,383 $582K
Alterna Wealth Management, Inc. 0.47% New 1,383 $582K
Ade, LLC 0.39% No change 1,380 $580K
Fortitude Advisory Group L.L.C. 0.33% Add +64.8% 1,379 $580K
FC Advisory LLC 0.21% Reduce -11.9% 1,378 $579K
Crestone Asset Management LLC 0.12% Add +9.0% 1,378 $579K
Affinity Investment Advisors, LLC 0.42% No change 1,377 $579K
Outlook Wealth Advisors, LLC 0.18% Reduce -6.3% 1,376 $579K
Edge Financial Advisors LLC 0.51% — 1,375 $578K
MADDEN SECURITIES Corp 0.27% Add +24.9% 1,374 $578K
KRS Capital Management, LLC 0.47% Reduce -2.3% 1,371 $577K
AAF Wealth Management, LLC 0.32% No change 1,370 $576K
Briaud Financial Planning Inc 0.33% New 1,369 $576K
Renaissance Investment Group LLC 0.13% No change 1,369 $576K
Cooper/Haims Advisors, LLC 0.33% No change 1,367 $575K
Wick Capital Partners, LLC 0.56% No change 1,365 $574K
Mainsail Asset Management, LLC 0.47% No change 1,364 $574K
Arcadia Wealth Management, LLC 0.35% Add +2.6% 1,361 $572K
49 Wealth Management, LLC 0.12% Reduce -5.6% 1,358 $571K
Gould Asset Management LLC 0.14% Reduce -4.2% 1,355 $570K
Millennium Capital Advisors, LLC 0.40% Reduce -12.8% 1,351 $568K
Private Capital Advisors, Inc. 0.07% Add +1.5% 1,351 $568K
Selective Wealth Management, Inc. 0.25% Add +20.2% 1,388 $568K
Ledgewood Wealth Advisors, LLC 0.53% No change 1,350 $568K
EdgeRock Capital LLC 0.45% Add +4.0% 1,350 $568K
Bonness Enterprises Inc. 0.20% No change 1,350 $568K
Systematic Alpha Investments, LLC 0.02% No change 1,346 $566K
IVC Wealth Advisors LLC 0.33% Reduce -0.1% 1,345 $566K
Angeles Investment Advisors, LLC 0.03% Add +0.7% 1,345 $566K
Meridian Management Co. 0.15% Add +0.5% 1,342 $564K
Indie Asset Partners, LLC 0.50% Reduce -0.4% 1,341 $564K
Values Added Financial LLC 0.44% No change 1,339 $563K
Philip James Wealth Mangement, LLC 0.40% Add +52.3% 1,337 $562K
Cutler Capital Management, LLC 0.27% No change 1,336 $562K
CSS LLC 0.14% No change 1,333 $561K
Bridge Creek Capital Management LLC 0.18% No change 1,332 $560K
Acorn Creek Capital LLC 0.35% Add +22.2% 1,331 $560K
Morris Financial Concepts, Inc. 0.29% Reduce -1.3% 1,331 $560K
Manchester Financial Inc. 0.15% Reduce -0.7% 1,329 $559K
BetterWealth, LLC 0.18% No change 1,328 $558K
Berkeley Capital Partners, LLC 0.17% Reduce -4.3% 1,327 $558K
FSC Wealth Advisors, LLC 0.39% Reduce -0.8% 1,327 $558K
Christensen, King & Associates Investment Services, Inc. 0.28% No change 1,326 $558K
Portfolio Strategies, Inc. 0.04% Reduce -42.8% 1,325 $557K
Cape Ann Savings Bank 0.35% No change 1,323 $556K
Skba Capital Management LLC 0.09% Reduce -7.7% 1,319 $555K
Watts Gwilliam & Co., LLC 0.17% — 1,348 $553K
ORBA Wealth Advisors, L.L.C. 0.31% Add +38.7% 1,315 $553K
KOM Wealth Management Group, LLC 0.54% Reduce -9.5% 1,313 $552K
Commonwealth Financial Services, LLC 0.13% No change 1,548 $552K
Global Financial Private Client, LLC 0.24% No change 1,309 $550K
Rovin Capital /Ut/ 0.23% Reduce -2.6% 1,308 $550K
Cowa, LLC 0.32% No change 1,305 $549K
Power Wealth Management LLC 0.34% Add +24.3% 1,304 $548K
Trevian Wealth Management LLC 0.37% Reduce -0.9% 1,304 $548K
Redwood Financial Network Corp 0.48% No change 1,302 $547K
Cantor Fitzgerald Investment Advisors L.P. 0.04% Reduce -13.3% 1,300 $547K
Contravisory Investment Management, Inc. 0.12% Reduce -1.1% 1,300 $547K
Cary Street Partners Asset Management LLC 0.08% No change 1,300 $547K
Woodley Farra Manion Portfolio Management Inc. 0.03% Reduce -11.4% 1,297 $545K
Abbot Financial Management, Inc. 0.30% Reduce -1.9% 1,296 $545K
Armistice Capital, LLC 0.01% New 1,294 $544K
M. Kulyk & Associates, LLC 0.13% Add +3.2% 1,291 $543K
American State Bank (Iowa) 0.36% Reduce -10.5% 1,290 $542K
Citizens & Northern Corp. 0.18% Add +2.0% 1,285 $540K
Starfox Financial Services, LLC 0.46% Reduce -1.3% 1,344 $538K
DLK Investment Management, LLC 0.23% Add +9.2% 1,278 $537K
Harvest Investment Services, LLC 0.21% Reduce -1.7% 1,268 $533K
Aspen Wealth Strategies, LLC 0.37% No change 1,262 $531K
Aspire Wealth Management Corp 0.32% No change 1,259 $529K
Wealthstar Advisors, LLC 0.18% Add +21.7% 1,256 $528K
Camelot Portfolios, LLC 0.52% Reduce -79.5% 1,255 $528K
Goodman Financial Corp 0.12% No change 1,252 $526K
Nelson Capital Management, LLC 0.10% Reduce -0.7% 1,251 $526K
Gouws Capital LLC 0.40% Reduce -21.9% 1,250 $526K
Bridge Advisory, LLC 0.26% Add +0.6% 1,249 $525K
New England Professional Planning Group Inc. 0.27% Add +77.9% 1,247 $524K
RBF Capital, LLC 0.03% No change 1,241 $522K
Sunburst Financial Group, LLC 0.15% Add +0.1% 1,240 $521K
Raffa Wealth Management, LLC 0.15% No change 1,237 $520K
Bernardo Wealth Planning LLC 0.14% Add +10.1% 1,237 $520K
Cherry Creek Investment Advisors, Inc. 0.28% Add +1.6% 1,232 $518K
Convergence Financial, LLC 0.21% Reduce -6.0% 1,229 $517K
Kure Advisory, LLC 0.44% Reduce -39.1% 1,228 $516K
Financial Synergies Wealth Advisors, Inc. 0.07% No change 1,228 $516K
Mma Asset Management LLC 0.24% No change 1,255 $516K
Safeguard Investment Advisory Group, LLC 0.18% Reduce -0.6% 1,226 $516K
M3 Advisory Group, LLC 0.47% Add +41.6% 1,225 $515K
Brogan Financial, Inc. 0.34% Add +4.3% 1,225 $515K
Thrive Capital Management, LLC 0.27% Reduce -0.2% 1,224 $515K
R. W. Roge & Company, Inc. 0.31% No change 1,221 $514K
Roble, Belko & Company, Inc 0.09% Reduce -7.3% 1,223 $514K
Fusion Capital, LLC 0.24% Reduce -5.5% 1,222 $514K
Baron Wealth Management LLC 0.27% No change 1,221 $513K
Leeward Financial Partners, LLC 0.22% Reduce -13.5% 1,219 $513K
Fusion Family Wealth, LLC 0.05% No change 1,216 $511K
Taurus Asset Management, LLC 0.05% Add +24.3% 1,212 $510K
Stamos Capital Partners, L.P. 0.12% Reduce -12.9% 1,210 $509K
SYM FINANCIAL Corp 0.08% Add +3.7% 1,209 $508K
Horizons Wealth Management 0.33% No change 1,425 $508K
Hengehold Capital Management LLC 0.05% Reduce -1.8% 1,208 $508K
Arbor Trust Wealth Advisors, LLC 0.28% Add +8.8% 1,239 $507K
Ironwood Investment Management LLC 0.25% Add +77.2% 1,205 $507K
Northcape Wealth Management, LLC 0.18% No change 1,205 $507K
Cottonwood Capital Advisors, LLC 0.40% Reduce -9.2% 1,265 $506K
MayTech Global Investments, LLC 0.08% No change 1,204 $506K
Covestor Ltd 0.32% Add +2.9% 1,202 $506K
Client 1ST Advisory Group, LLC 0.23% Reduce -1.6% 1,201 $505K
Financial Council, LLC 0.30% No change 1,199 $504K
Kades & Cheifetz LLC 0.32% Reduce -5.4% 1,198 $504K
Louisbourg Investments Inc. 0.14% Add +13.3% 1,196 $503K
Union Savings Bank 0.26% No change 1,196 $503K
Crestmont Private Wealth LLC 0.25% Add +10.8% 1,191 $501K
Whelan Financial 0.23% New 1,191 $501K
Yeomans Consulting Group, Inc. 0.22% Add +4.7% 1,191 $501K
Omega Financial Group, LLC 0.20% Reduce -7.7% 1,185 $498K
NFC Investments, LLC 0.14% No change 1,186 $498K
Waycross Investment Management Co 0.46% Reduce -1.5% 1,184 $498K
Isthmus Partners, LLC 0.06% New 1,182 $497K
Vantage Consulting Group Inc 0.32% Reduce -10.8% 1,181 $497K
SkyView Investment Advisors, LLC 0.09% New 1,178 $495K
Wilson & Boucher Capital Management, LLC 0.39% Add +6.5% 1,177 $495K
Orin Green Financial, LLC 9.60% No change 1,176 $495K
New Millennium Group LLC 0.37% Reduce -8.2% 1,173 $493K
EnRich Financial Partners LLC 0.18% No change 1,172 $493K
Stevens Capital Management LP 0.10% Reduce -76.9% 1,168 $491K
Lazari Capital Management, Inc. 0.27% Reduce -23.1% 1,162 $489K
United Capital Management of KS, Inc. 0.11% Add +4.3% 1,162 $489K
Schneider Downs Wealth Management Advisors, LP 0.11% Add +10.2% 1,160 $488K
Peddock Capital Advisors, LLC 0.13% Reduce -0.8% 1,159 $487K
Bright Financial Advisors, Inc. 0.36% — 1,214 $487K
Myecfo, LLC 0.29% No change 1,157 $487K
Enzi Wealth 0.23% No change 1,215 $486K
Burns Matteson Capital Management, LLC 0.31% Add +12.8% 1,156 $486K
Page Arthur B 0.50% Reduce -8.7% 1,155 $486K
Brand Asset Management Group, Inc. 0.21% Add +1.7% 1,155 $486K
Melone Private Wealth, LLC 0.29% No change 1,151 $484K
Centennial Bank 0.25% No change 1,150 $484K
Charles Schwab Investment Advisory, Inc. 0.00% Add +7.2% 1,146 $482K
Mendel Money Management 0.22% Reduce -4.1% 1,146 $482K
Willow Creek Wealth Management Inc. 0.06% Reduce -23.7% 1,145 $481K
Stone Summit Wealth LLC 0.17% Reduce -8.1% 1,134 $477K
Aspect Partners, LLC 0.38% Add +0.1% 1,132 $476K
Hillsdale Investment Management Inc. 0.04% Add +45.8% 1,124 $473K
Alaska Wealth Advisors, LLC 0.07% Reduce -10.9% 1,123 $472K
Bright Futures Wealth Management, LLC. 0.26% — 1,158 $472K
Beacon Harbor Wealth Advisors, Inc. 0.13% No change 1,124 $472K
Central Valley Advisors, LLC 0.24% No change 1,122 $472K
Dividend Assets Capital, LLC 0.10% Reduce -1.6% 1,118 $470K
GoalFusion Wealth Management, LLC 0.30% No change 1,116 $469K
US Asset Management LLC 0.42% Reduce -1.9% 1,116 $469K
Boston Mountain Money Management Inc. 0.32% — 1,115 $469K
Ballew Advisors, Inc 0.32% Add +0.1% 1,146 $469K
Midwest Professional Planners, LTD. 0.16% Reduce -0.8% 1,114 $468K
TCP Asset Management, LLC 0.12% Add +1.8% 1,114 $468K
Mission Wealth Management, LP 0.01% New 1,111 $467K
Leicht Financial Planning & Wealth Management, Inc. 0.26% Add +2.9% 1,110 $467K
McCarthy & Cox 0.18% — 1,110 $467K
Geometric Wealth Advisors 0.11% No change 1,109 $466K
Beirne Wealth Consulting Services, LLC 0.20% Reduce -2.8% 1,104 $464K
Lauterbach Financial Advisors, LLC 0.30% No change 1,100 $463K
Gallagher Fiduciary Advisors, LLC 0.02% Add +33.0% 1,100 $463K
PACK Private Wealth, LLC 0.29% No change 1,099 $462K
Buckingham Capital Management, Inc. 0.06% New 1,098 $462K
Slocum, Gordon & Co LLP 0.34% Reduce -3.0% 1,097 $461K
Viewpoint Capital Management LLC 0.29% Add +0.6% 1,096 $461K
Westover Capital Advisors, LLC 0.13% Add +3.9% 1,091 $459K
Mayfair Advisory Group, LLC 0.33% Add +10.8% 1,090 $458K
Conestoga Capital Advisors, LLC 0.01% No change 1,090 $458K
Sollinda Capital Management LLC 0.14% Reduce -47.2% 1,088 $458K
Ferguson Shapiro LLC 0.21% No change 1,086 $457K
Threadgill Financial, LLC 0.20% Add +57.2% 1,086 $457K
Running Point Capital Advisors, LLC 0.20% Reduce -14.7% 1,085 $456K
Kennedy Investment Group, Inc. 0.24% Reduce -2.1% 1,082 $455K
Smithbridge Asset Management Inc. 0.09% No change 1,080 $454K
Vigilare Wealth Management 0.22% Reduce -38.5% 1,079 $454K
Purus Wealth Management, LLC 0.22% No change 1,075 $452K
Fortis Capital Advisors, LLC 0.19% Add +11.2% 1,074 $452K
Oxler Private Wealth LLC 0.18% Add +28.9% 1,070 $450K
Guidance Point Advisors, LLC 0.15% Add +2.9% 1,067 $449K
Compton Financial Group, LLC 0.15% No change 1,065 $448K
Clearview Wealth Advisors LLC 0.46% No change 1,064 $447K
Chico Wealth RIA 0.42% Add +0.1% 1,059 $445K
Private Capital Management, LLC 0.05% No change 1,057 $444K
Richard C. Young & CO., LTD. 0.06% No change 1,056 $444K
Keener Financial Planning LLC 0.30% No change 1,052 $443K
CKW Financial Group 0.06% Add +2.9% 1,055 $443K
Retirement Planning Co of New England, Inc. 0.24% Add +9.1% 1,051 $442K
Granite Group Advisors, LLC 0.30% No change 1,050 $442K
American Asset Management Inc. 0.66% Reduce -0.2% 1,049 $441K
Marotta Asset Management 0.09% Reduce -6.8% 1,048 $441K
Capital Investment Counsel, Inc 0.08% No change 1,048 $441K
Echo45 Advisors LLC 0.32% Add +0.8% 1,046 $440K
Ridgecrest Wealth Partners, LLC 0.26% New 1,044 $439K
Global Strategic Investment Solutions, LLC 0.05% Add +15.3% 1,040 $437K
Flaharty Asset Management, LLC 0.06% Reduce -5.0% 1,036 $436K
Redwood Wealth Management Group, LLC 0.46% Add +1.0% 1,036 $436K
Peterson Wealth Advisors, LLC 0.09% Add +7.0% 1,035 $435K
Donald L. Hagan, LLC 0.23% No change 1,031 $434K
Sherbrooke Park Advisers LLC 0.08% Reduce -52.4% 1,030 $433K
Biondo Investment Advisors, LLC 0.07% New 1,026 $431K
Syntax Research, Inc. 0.33% No change 1,024 $431K
Oracle Alpha Inc. 0.77% Add +9.6% 1,024 $431K
Colton Groome Financial Advisors, LLC 0.17% Add +8.2% 1,021 $429K
Caxton Corp. 2.44% Reduce -1.6% 1,019 $428K
Collaborative Wealth Managment Inc. 0.21% Reduce -4.7% 1,015 $427K
Better Money Decisions, LLC 0.34% Reduce -1.4% 1,014 $426K
Hamilton Wealth, LLC 0.13% Add +5.2% 1,014 $426K
Rf&l Wealth Management, LLC 0.33% No change 1,013 $426K
Foster & Motley Inc. 0.03% Reduce -0.8% 1,011 $425K
Burrus Financial Services, Inc. 0.22% No change 1,010 $425K
SFG Wealth Management, LLC. 0.25% No change 1,010 $425K
RHS Financial, LLC 0.25% No change 1,008 $424K
Silverleafe Capital Partners, LLC 0.17% Reduce -3.6% 1,008 $424K
Dark Forest Capital Management LP 0.07% No change 1,008 $424K
Winning Points Advisors, LLC 0.65% No change 1,188 $424K
Impact Partnership Wealth, LLC 0.17% Add +597.9% 1,005 $423K
Pachira Investments Inc. 0.34% Add +18.7% 1,002 $421K
West Michigan Advisors, LLC 0.14% Add +1.1% 1,002 $421K
Wallington Asset Management, LLC 0.07% No change 1,000 $421K
Redwood Investment Management, LLC 0.04% Reduce -82.4% 1,000 $421K
Greenhaven Associates Inc. 0.00% No change 1,001 $421K
Grace & White Inc. 0.08% No change 1,000 $421K
Night Owl Capital Management, LLC 0.06% No change 1,000 $421K
Darwin Wealth Management, LLC 0.12% Add +43.2% 998 $420K
BCM Advisors, LLC 0.11% Add +20.1% 1,027 $417K
Maryland Capital Advisors Inc. 0.26% No change 990 $416K
Investors Asset Management of Georgia Inc. /Ga/ 0.20% Add +1.5% 990 $416K
Brickley Wealth Management 0.10% Add +0.9% 988 $415K
Cape Investment Advisory, Inc. 0.19% Reduce -8.8% 986 $415K
Cranbrook Wealth Management, LLC 0.10% No change 985 $414K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.18% Add +11.3% 985 $414K
Brio Consultants, LLC 0.07% No change 985 $414K
Elevated Capital Advisors, LLC 0.12% No change 982 $413K
Tamar Securities, LLC 0.07% Add +1.7% 981 $413K
Sustainable Insight Capital Management, LLC 0.30% Reduce -16.9% 980 $412K
Seneca House Advisors 0.18% Reduce -15.2% 980 $412K
Clearwater Capital Advisors, LLC 0.04% Reduce -0.9% 980 $412K
Holistic Financial Partners 0.21% Add +7.9% 979 $412K
Pinnacle Family Advisors, LLC 0.22% No change 978 $411K
Arden Trust Co 0.06% Reduce -11.7% 977 $411K
LYNX Capital Group Ltd. 0.28% No change 975 $410K
Future Financial Wealth Managment LLC 0.31% Reduce -0.3% 972 $409K
Accretive Wealth Partners, LLC 0.18% Add +24.2% 1,017 $408K
Empirical Asset Management, LLC 0.20% Add +935.0% 8,239 $406K
DGS Capital Management, LLC 0.12% Reduce -24.4% 965 $406K
Opinicus Capital, Inc. 0.36% New 963 $405K
Kingdom Financial Group LLC. 0.28% Reduce -44.7% 959 $403K
Souders Financial Advisors 0.06% Reduce -5.0% 959 $403K
Gray Private Wealth, LLC 0.27% — 958 $403K
Howe & Rusling Inc. 0.04% No change 957 $402K
Houlihan Financial Resource Group, Ltd. 0.18% Reduce -6.6% 957 $402K
Goldstein Advisors, LLC 0.07% Reduce -3.1% 955 $402K
German American Bancorp, Inc. 0.05% Reduce -22.0% 955 $402K
Divergent Planning, LLC 0.17% No change 954 $401K
Lane & Associates LLC 0.25% Reduce -0.5% 951 $400K
Cox Capital Mgt LLC 0.25% No change 950 $399K
Chelsea Counsel Co. 0.23% No change 949 $399K
Heritage Wealth Management, Inc./Texas 0.26% No change 948 $399K
Stonehearth Capital Management, LLC 0.18% No change 947 $398K
Gainplan LLC 0.19% Reduce -0.2% 946 $398K
Mandatum Life Insurance Co Ltd 0.13% No change 946 $398K
Rosenblum Silverman Sutton S F Inc. 0.11% Add +0.6% 945 $397K
Breed's Hill Capital LLC 0.37% Add +0.5% 943 $397K
Synergy Financial Group, LTD 0.45% Add +2.5% 942 $396K
Rockline Wealth Management, LLC 0.14% Reduce -0.7% 940 $395K
Toth Financial Advisory Corp. 0.05% Add +2.7% 939 $395K
Blackston Financial Advisory Group, LLC 0.26% Reduce -38.5% 939 $395K
Advance Capital Management, Inc. 0.03% Add +22.8% 939 $395K
C2C Wealth Management, LLC 0.39% Reduce -27.8% 935 $393K
Great Oak Capital Partners, LLC 0.17% Reduce -1.1% 933 $392K
Atlas Private Wealth Advisors 0.13% Reduce -44.0% 932 $392K
Talbot Financial, LLC 0.05% Add +34.8% 930 $391K
Provident Investment Management, Inc. 0.03% Add +13.4% 930 $391K
Clark Financial Services Group Inc. 0.47% Reduce -0.5% 927 $390K
Bellevue Asset Management, LLC 0.22% No change 927 $390K
Prism Advisors, Inc. 0.12% No change 925 $389K
Ipswich Investment Management Co., Inc. 0.09% No change 925 $389K
Abner Herrman & Brock LLC 0.05% No change 922 $388K
Widmann Financial Services, Inc. 0.33% No change 921 $387K
Investment Advisory Services Inc. /TX 0.14% Add +2.0% 918 $386K
Sharp Wealth Advisory, LLC 0.36% Reduce -4.5% 914 $384K
Zevin Asset Management LLC 0.06% Reduce -9.1% 914 $384K
Monument Capital Management 0.11% No change 913 $384K
Boston Common Asset Management, LLC 0.01% No change 911 $383K
Evolution Advisers, Inc. 0.22% No change 905 $381K
Ayrshire Capital Management LLC 0.21% No change 905 $381K
Koss-Olinger Consulting, LLC 0.21% Reduce -95.8% 905 $381K
Morton Brown Family Wealth, LLC 0.16% Reduce -18.2% 903 $380K
Birchbrook, Inc. 0.23% Reduce -4.3% 900 $378K
New England Capital Financial Advisors LLC 0.21% Reduce -24.2% 900 $378K
Scholtz & Company, LLC 0.17% No change 900 $378K
Zega Financial, LLC 0.16% Reduce -45.6% 898 $378K
Builder Investment Group Inc. 0.11% No change 897 $377K
Virtus Investment Advisers, LLC 0.28% New 895 $376K
ELCO Management Co., LLC 0.23% No change 895 $376K
Fairfield, Bush & Co. 0.22% No change 893 $376K
Park Place Capital Corp 0.13% Add +143.4% 891 $375K
Beacon Bank & Trust 0.09% Add +44.7% 890 $374K
CM Wealth Advisors LLC 0.11% Add +59.6% 921 $374K
W Advisors, LLC 0.26% No change 886 $373K
Integral Investment Advisors, Inc. 0.15% Add +49.8% 893 $372K
Alpha Financial Partners LLC 0.34% Reduce -2.6% 885 $372K
Walled Lake Planning & Wealth Management, LLC 0.15% No change 884 $372K
FSA Advisors, Inc. 0.40% Reduce -2.2% 883 $371K
Arbor Capital Management Inc. 0.35% Reduce -9.3% 917 $371K
Allie Family Office LLC 0.22% No change 880 $370K
HTG Investment Advisors, Inc. 0.21% Reduce -8.1% 880 $370K
Asset Allocation Strategies LLC 0.13% New 876 $368K
Gibson Wealth Advisors LLC 0.35% — 875 $368K
Providence Capital Advisors, LLC 0.08% No change 875 $368K
Family Asset Management, LLC 0.23% Add +4.0% 874 $368K
Howard Wealth Management, LLC 0.30% Add +5.0% 870 $366K
Bay Rivers Group 0.20% No change 870 $366K
American Financial & Tax Strategies Inc. 0.20% Reduce -5.2% 868 $365K
Waypoint Wealth Partners Inc. 0.10% Reduce -25.4% 867 $365K
St. Johns Investment Management Company, LLC 0.17% No change 865 $364K
Tucker Asset Management LLC 0.08% Add +57.6% 865 $364K
Astoria Strategic Wealth, Inc. 0.12% No change 864 $363K
Boyd Wealth Management, LLC 0.21% No change 863 $363K
AlphaMark Advisors, LLC 0.13% Add +6.2% 860 $362K
Stonebridge Financial Planning Group, LLC 0.19% No change 860 $362K
Measured Wealth Private Client Group, LLC 0.13% No change 860 $362K
MontVue Capital Management, Inc. 0.32% Reduce -24.8% 858 $361K
Scientech Research LLC 0.19% New 854 $359K
Aspire Private Capital, LLC 0.09% Add +0.1% 852 $358K
Northwest Financial Advisors 0.39% No change 851 $358K
Valley Wealth Managers, Inc. 0.03% Reduce -33.6% 851 $358K
Arvest Trust Co. N A 0.02% Reduce -10.8% 851 $358K
Laird Norton Wetherby Wealth Management, LLC 0.02% No change 850 $357K
Paloma Partners Management Co 0.07% New 849 $357K
Mirabella Financial Services LLP 0.03% New 849 $355K
Genus Capital Management Inc. 0.05% — 845 $355K
Fortis Advisors, LLC 0.24% Add +0.2% 844 $355K
HFG Advisors, Inc. 0.31% Reduce -3.6% 844 $355K
Pinnacle Wealth Management Group, Inc. 0.26% No change 840 $353K
Quattro Financial Advisors LLC 0.10% Add +135.3% 840 $353K
17 Capital Partners, LLC 0.26% Reduce -3.2% 839 $353K
Clear Investment Research, LLC 0.47% Add +1.9% 837 $352K
FSA Wealth Management LLC 0.15% Add +2.3% 837 $352K
North Ridge Wealth Advisors, Inc. 0.27% No change 835 $351K
Asio Capital, LLC 0.07% Reduce -0.5% 835 $351K
GW&K Investment Management, LLC 0.00% Add +24.8% 835 $351K
Windsor Capital Management, LLC 0.11% No change 833 $350K
Affinity Wealth Management LLC 0.06% Reduce -10.8% 830 $349K
Connors Investor Services Inc. 0.04% Reduce -5.7% 830 $349K
Tobias Financial Advisors, Inc. 0.08% Add +4.4% 828 $348K
KPP Advisory Services LLC 0.10% Reduce -3.3% 828 $348K
Higgins & Schmidt Wealth Strategies LLC 0.26% Add +13.6% 827 $348K
Ehrlich Financial Group 0.29% No change 825 $347K
Mach-1 Financial Group, LLC 0.26% New 825 $347K
Avondale Wealth Management 0.24% Add +32.0% 825 $347K
Rempart Asset Management Inc. 0.07% Reduce -4.1% 824 $347K
Davies Financial Advisors, Inc. 0.35% — 823 $346K
Portfolio Design Labs, LLC 0.12% Reduce -14.1% 822 $346K
Golden Road Advisors LLC 0.29% No change 819 $344K
LVZ, Inc. 0.05% Add +11.8% 814 $342K
Driehaus Capital Management LLC 0.00% Reduce -50.3% 812 $341K
Clarity Capital Partners LLC 0.22% Add +2.5% 811 $341K
Machina Capital S.A.S. 0.18% Reduce -76.3% 811 $341K
New Potomac Partners, LLC 0.19% No change 810 $341K
Prosperity Wealth Management, Inc. 0.16% Add +39.5% 808 $340K
West Wealth Group, LLC 0.13% Reduce -3.0% 807 $339K
Whitford Management LLC 0.19% No change 806 $339K
Elevatus Welath Management 0.13% Add +2.3% 805 $339K
EHP Funds Inc. 0.23% Reduce -11.1% 800 $336K
Friedenthal Financial 0.21% No change 800 $336K
Nia Impact Advisors, LLC 0.13% — 800 $336K
Maren Capital LLC 0.03% No change 800 $336K
1834 Investment Advisors Co. 0.04% Reduce -44.7% 798 $336K
Maltin Wealth Management, Inc. 0.19% No change 797 $335K
Earnest Partners LLC 0.00% Reduce -7.2% 797 $335K
Axiom Advisory, LLC 0.25% No change 796 $335K
CNB Bank 0.16% Reduce -11.8% 794 $334K
Masso Torrence Wealth Management Inc. 0.20% No change 789 $332K
Meridian Financial Advisors, LLC 0.25% New 788 $331K
Ruggaard & Associates LLC 0.16% Reduce -1.9% 788 $331K
Kaizen Financial Strategies 0.23% Reduce -1.1% 787 $331K
Chiron Capital Management, LLC 0.30% Reduce -0.6% 786 $331K
Kozak & Associates, Inc. 0.09% No change 800 $330K
Capula Management Ltd 0.01% New 785 $330K
DSC Advisors, L.P. 0.53% Add +11.2% 782 $329K
Prevail Innovative Wealth Advisors, LLC 0.12% Reduce -9.8% 781 $328K
ETF Store, Inc. 0.19% Add +2.0% 780 $328K
Community Bank, N.A. 0.04% No change 780 $328K
Central Bank & Trust Co. 0.05% Reduce -3.4% 779 $328K
Wealth Management Associates, Inc. 0.15% No change 798 $325K
One Wealth Management Investment & Advisory Services, LLC 0.13% Reduce -26.8% 771 $324K
Grayhawk Investment Strategies Inc. 0.29% No change 770 $324K
Capital Insight Partners, LLC 0.06% Add +2.4% 768 $323K
Invenio Wealth Partners LLC 0.17% Reduce -11.2% 767 $323K
FFT Wealth Management LLC 0.03% No change 766 $322K
PFS Partners, LLC 0.22% No change 765 $322K
Patrick Mauro Investment Advisor, INC. 0.18% Reduce -1.6% 762 $320K
Orion Capital Management LLC 0.17% No change 762 $320K
Engineers Gate Manager LP 0.01% Reduce -94.7% 760 $320K
Penn Davis McFarland Inc. 0.05% No change 758 $319K
Heritage Wealth Management, LLC 0.16% No change 755 $317K
RBA Wealth Management, LLC 0.13% No change 755 $317K
LifePro Asset Management 0.21% Reduce -6.2% 753 $317K
Mawer Investment Management Ltd. 0.00% No change 750 $315K
Miramar Capital, LLC 0.08% Reduce -8.7% 776 $315K
JDM Financial Group LLC 0.23% Add +37.6% 746 $314K
Covenant Partners, LLC 0.09% New 744 $313K
Adams Asset Advisors, LLC 0.04% No change 744 $313K
Rather & Kittrell, Inc. 0.09% Add +0.7% 742 $312K
Columbia Advisory Partners LLC 0.32% Reduce -10.0% 741 $312K
Hennion & Walsh Asset Management, Inc. 0.02% New 736 $310K
S. R. Schill & Associates 0.13% No change 734 $309K
Monument Group Wealth Advisors, LLC 0.23% No change 731 $307K
Planning Directions Inc. 0.21% No change 731 $307K
Harrell Investment Partners, LLC 0.09% No change 731 $307K
Altus Wealth Management, LLC 0.16% New 729 $307K
Twin Focus Capital Partners, LLC 0.06% No change 729 $307K
Shakespeare Wealth Management, LLC 0.09% No change 728 $306K
Horizon Advisory Services, Inc. 0.14% — 727 $306K
Alkeme Wealth, LLC 0.14% Reduce -9.9% 735 $305K
Morse Asset Management, Inc 0.08% New 722 $304K
Mills Wealth Advisors LLC 0.22% Add +5.4% 721 $303K
James J. Burns & Company, LLC 0.11% Reduce -84.1% 723 $303K
Single Point Partners, LLC 0.07% Reduce -1.1% 720 $303K
Kendall Capital Management 0.10% Reduce -4.0% 718 $302K
Cornerstone Planning Group LLC 0.09% Add +11.4% 750 $301K
Precedent Wealth Partners, LLC 0.13% No change 713 $300K
Maxwell Wealth Strategies Inc. 0.15% No change 733 $300K
Worth Financial Advisory Group, LLC 0.21% Reduce -1.3% 711 $299K
Valley Forge Investment Consultants Inc. Adv 0.12% No change 711 $299K
Etesian Wealth Advisors, Inc. 0.17% No change 710 $299K
jvl associates llc 0.12% Add +5.7% 708 $298K
Mirabaud & Cie SA 0.11% Reduce -14.3% 708 $298K
Barrett & Company, Inc. 0.14% Reduce -6.6% 708 $298K
Grand Wealth Management, LLC 0.14% Reduce -16.9% 707 $297K
Manchester Capital Management LLC 0.04% Add +281.6% 706 $297K
Refined Wealth Management 0.21% No change 706 $297K
Harmony Asset Management LLC 0.12% Reduce -0.3% 703 $296K
Roberts Wealth Advisors, LLC 0.11% New 737 $295K
One Plus One Wealth Management, LLC 0.17% No change 701 $295K
Eastover Investment Advisors LLC 0.14% No change 701 $295K
ONE Advisory Partners, LLC 0.14% No change 700 $294K
Slagle Financial, LLC 0.16% Reduce -73.6% 700 $294K
Long Road Investment Counsel, LLC 0.12% No change 700 $294K
WorthPointe, LLC 0.15% Add +6.2% 699 $294K
Pathway Financial Advisors LLC 0.08% Add +20.5% 699 $294K
Kraft, Davis & Associates, LLC 0.09% Reduce -21.8% 716 $292K
Eudaimonia Advisors LLC 0.16% No change 695 $292K
Scarborough Advisors, LLC 0.14% Add +0.4% 695 $292K
Lakeshore Financial Planning, Inc. 0.15% New 694 $292K
Montgomery Investment Management Inc. 0.11% No change 694 $292K
Balanced Rock Investment Advisors LLC 0.25% Reduce -12.3% 693 $291K
Peak Financial Management, Inc. 0.09% Add +6.1% 693 $291K
Hoge Financial Services, LLC 0.24% Add +0.6% 691 $291K
Blue Square Asset Management, LLC 0.20% No change 690 $290K
Phillips Wealth Planners LLC 0.33% Reduce -1.4% 729 $289K
Beaumont Asset Management, L.L.C. 0.19% Reduce -9.2% 688 $289K
Left Brain Wealth Management, LLC 0.14% Reduce -1.4% 688 $289K
Donor Advised Charitable Giving, Inc. 0.01% No change 683 $287K
Peninsula Asset Management Inc. 0.15% No change 682 $287K
Acima Private Wealth, LLC 0.11% No change 679 $286K
Conservest Capital Advisors, Inc. 0.03% Reduce -5.6% 677 $285K
Silicon Valley Community Foundation 0.01% No change 675 $284K
Heritage Wealth Management, Inc. 0.28% Add +1.2% 673 $283K
Santori & Peters, Inc. 0.12% No change 672 $283K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.12% Add +17.5% 672 $283K
ACT Advisors, LLC. 0.15% Add +7.0% 671 $282K
Seed Wealth Management, Inc. 0.27% No change 669 $281K
McCarthy Asset Management, Inc. 0.17% Add +1.4% 667 $280K
Clifford Group, LLC 0.23% No change 666 $280K
W.H. Cornerstone Investments Inc. 0.20% No change 666 $280K
O'Brien Wealth Partners LLC 0.06% Reduce -11.0% 663 $279K
Wealthcare Capital Management LLC 0.03% Reduce -18.6% 662 $278K
Instrumental Wealth, LLC 0.12% Add +13.3% 689 $278K
Bollard Group LLC 0.01% No change 660 $278K
OmniStar Financial Group, Inc. 0.25% Reduce -7.0% 660 $278K
Portland Investment Counsel Inc. 0.08% Reduce -0.1% 104,087 $277K
Mowery & Schoenfeld Wealth Management, LLC 0.53% No change 658 $277K
Arcadia Investment Management Corp. 0.05% No change 658 $277K
Semanteon Capital Management, LP 0.18% New 658 $277K
Joseph P. Lucia & Associates, LLC 0.15% No change 658 $277K
St. Clair Advisors, LLC 0.09% New 658 $277K
Hill Island Financial LLC 0.09% No change 656 $276K
Semus Wealth Partners LLC 0.23% Reduce -18.8% 653 $275K
Argent Advisors, Inc. 0.11% No change 651 $274K
First Washington CORP 0.10% No change 650 $273K
Lion Street Advisors, LLC 0.11% No change 764 $272K
Barings LLC 0.01% Add +11.9% 647 $272K
Plum Street Advisors, LLC 0.14% New 591 $272K
Old Second National Bank of Aurora 0.07% Add +25.2% 645 $271K
Founders Capital Management 0.18% No change 645 $271K
Morling Financial Advisors, LLC 0.15% Reduce -1.2% 641 $270K
Financial Freedom, LLC 0.16% No change 640 $269K
Drake & Associates, LLC 0.10% Reduce -4.2% 640 $269K
Gsa Capital Partners LLP 0.02% Reduce -13.5% 640 $269K
Oxinas Partners, LLC 0.17% New 639 $269K
Claris Advisors, LLC / Mo / 0.14% Reduce -34.4% 638 $268K
Northeast Financial Group, Inc. 0.12% No change 638 $268K
Investors Research Corp 0.06% Add +1.6% 636 $267K
Lavaca Capital LLC 0.16% New 634 $267K
Bear Mountain Capital, Inc. 0.11% Reduce -1.0% 670 $266K
Garrison Asset Management, LLC 0.14% No change 633 $266K
Austin Asset Management Co Inc 0.06% New 632 $266K
ROI Financial Advisors, LLC 0.21% No change 629 $265K
ML & R Wealth Management LLC 0.06% Reduce -66.5% 630 $265K
Guardian Wealth Advisors, LLC 0.17% Reduce -3.1% 629 $265K
S.E.E.D. Planning Group LLC 0.10% No change 629 $265K
Bank Ozk 0.12% No change 628 $264K
Spectrum Wealth Advisory Group, LLC 0.30% No change 625 $263K
SWP Financial LLC 0.18% No change 625 $263K
Western Financial Corp 0.16% New 624 $262K
Reston Wealth Management LLC 0.11% No change 624 $262K
Landmark Wealth Management, LLC 0.12% No change 624 $262K
Ceera Investments, LLC 0.11% No change 622 $262K
Shira Ridge Wealth Management 0.15% No change 619 $260K
OMNI 360 Wealth, Inc. 0.21% Add +10.2% 618 $260K
Williams Financial, LLC 0.17% New 618 $260K
IFS Advisors, LLC 0.23% No change 616 $259K
Swisher Financial Concepts, Inc. 0.23% No change 636 $259K
Alternative Investment Advisors, LLC. 0.16% Reduce -7.0% 616 $259K
Butensky & Cohen Financial Security, Inc. 0.08% No change 615 $259K
BlueCrest Capital Management Ltd 0.13% Reduce -96.7% 614 $258K
Campbell & CO Investment Adviser LLC 0.02% New 614 $258K
Summit Investment Advisory Services, LLC 0.15% New 613 $258K
Kelly Financial Services LLC 0.10% No change 613 $258K
Tenret Co LLC 0.18% Reduce -0.7% 612 $257K
Disciplined Investments, LLC 0.14% New 612 $257K
Afg Fiduciary Services Limited Partnership 0.19% No change 618 $256K
Reliant Investment Management, LLC 0.12% No change 609 $256K
Summit Financial Wealth Advisors, LLC 0.05% New 609 $256K
Independent Solutions Wealth Management, LLC 0.06% Reduce -9.4% 608 $256K
Petredis Investment Advisors LLC 0.03% New 607 $255K
PCG Wealth Advisors, LLC 0.12% No change 605 $254K
NDVR, Inc. 0.24% New 605 $254K
Lipe & Dalton 0.13% No change 605 $254K
Ariston Services Group 0.24% Reduce -1.5% 604 $254K
Rakuten Securities, Inc. 0.11% Add +51.5% 603 $254K
Kaydan Wealth Management, Inc. 0.09% No change 603 $254K
Notis-McConarty Edward 0.10% No change 600 $252K
McCollum Christoferson Group LLC 0.07% No change 600 $252K
Halbert Hargrove Global Advisors, LLC 0.02% New 599 $252K
Constitution Capital LLC 0.14% New 598 $251K
Biltmore Wealth Management, LLC 0.12% No change 703 $251K
Signature Wealth Management Group 0.11% Reduce -4.8% 617 $250K
Hart & Patterson Financial Group LLC 0.12% No change 592 $249K
Ted Buchan & Co 0.15% No change 590 $248K
Weinberger Asset Management, Inc 0.12% Reduce -5.3% 590 $248K
Davis-Rea LTD. 0.11% No change 590 $248K
MinichMacGregor Wealth Management, LLC 0.06% No change 588 $247K
Narwhal Capital Management 0.02% Reduce -0.8% 586 $246K
Fonville Wealth Management LLC 0.11% New 585 $246K
Clarity Asset Management, Inc. 0.17% No change 584 $246K
Rockport Wealth LLC 0.16% — 582 $245K
Wallace Advisory Group, LLC 0.18% Reduce -6.2% 684 $244K
Durante & Waters, LLC 0.22% No change 580 $244K
West Bancorporation Inc. 0.16% Reduce -67.8% 580 $244K
Citizens Business Bank 0.05% No change 574 $241K
Paladin Advisory Group, LLC 0.19% Reduce -3.5% 572 $240K
Brewster Financial Planning LLC 0.21% No change 570 $240K
Walker Asset Management, LLC 0.16% No change 570 $240K
VCI Wealth Management LLC 0.16% New 569 $239K
Prelude Capital Management, LLC 0.02% New 566 $238K
Regis Acquisition Inc. 0.14% No change 565 $238K
Axiom Financial Strategies, LLC 0.15% No change 563 $237K
Hutchens & Kramer Investment Management Group, LLC 0.14% No change 562 $236K
Touchstone Capital, Inc. 0.30% No change 561 $236K
BBJS Financial Advisors, LLC 0.08% Add +12.0% 560 $235K
RiverGlades Family Offices LLC 0.19% No change 575 $235K
American Capital Advisory, LLC 0.20% Add +5.9% 756 $233K
GR Financial Group, LLC 0.05% New 555 $233K
Strengthening Families & Communities, LLC 0.14% Reduce -3.6% 554 $233K
LPF Advisors LLC 0.23% Reduce -12.7% 552 $232K
Fortis Group Advisors, LLC 0.04% Reduce -50.0% 551 $232K
Winthrop Capital Management, LLC 0.11% Add +22.2% 550 $231K
BluePointe Capital Management, LLC 0.16% New 547 $230K
Zimmermann Investment Management & Planning LLC 0.08% New 544 $229K
Jeppson Wealth Management, LLC 0.09% Reduce -5.4% 541 $228K
TL Private Wealth 0.11% New 548 $227K
Cottage Street Advisors LLC 0.14% New 540 $227K
Stordahl Capital Management, Inc. 0.06% New 540 $227K
GenWealth Group, Inc. 0.06% Reduce -9.6% 539 $227K
Northern Capital Management, Inc. 0.16% New 538 $226K
Beacon Bridge Wealth Partners, LLC 0.11% New 538 $226K
Coyle Financial Counsel LLC 0.08% New 535 $225K
Sara-Bay Financial 0.10% New 535 $225K
Virginia Wealth Management Group, Inc. 0.18% New 534 $225K
Colony Family Offices, LLC 0.07% New 534 $225K
Sit Investment Associates Inc. 0.01% No change 533 $224K
Core Wealth Advisors, Inc. 0.08% Add +1.5% 531 $223K
Castleview Partners, LLC 0.12% Reduce -8.2% 528 $222K
William Howard & Co Financial Advisors Inc 0.21% — 529 $222K
Camelot Technology Advisors, Inc. 0.21% New 527 $222K
Trellis Wealth Advisors LLC 0.13% New 526 $221K
Global Wealth Strategies & Associates 0.08% Add +4.2% 525 $221K
Northern Financial Advisors Inc 0.17% Reduce -14.9% 524 $220K
Market Street Wealth Management Advisors LLC 0.04% New 523 $220K
Vertex Planning Partners, LLC 0.06% Reduce -26.4% 522 $220K
Seaside Wealth Management, Inc. 0.09% New 521 $219K
Auour Investments LLC 0.08% New 521 $219K
Lockerman Financial Group, Inc. 0.42% New 520 $219K
Veery Capital, LLC 0.09% New 520 $219K
TD Capital Management LLC 0.02% No change 520 $219K
Pacific Wealth Management 0.12% No change 612 $218K
Interchange Capital Partners, LLC 0.15% New 519 $218K
Rainey & Randall Wealth Advisors Inc. 0.05% New 518 $218K
Taylor & Morgan Wealth Management, LLC 0.16% New 516 $217K
Tanglewood Legacy Advisors, LLC 0.11% Add +1.6% 516 $217K
Peterson Financial Group, Inc. 1.42% New 516 $217K
Valued Retirements, Inc. 0.35% New 515 $217K
Ellerson Group Inc. 0.17% New 515 $217K
Addison Capital Co 0.11% New 513 $216K
Towercrest Capital Management 0.04% New 512 $215K
SPC Financial, Inc. 0.02% New 512 $215K
Burkett Financial Services, LLC 0.11% Reduce -64.4% 511 $215K
Joule Financial, LLC 0.09% New 511 $215K
US Financial Advisors, LLC 0.07% New 510 $214K
Nixon Capital, LLC 0.08% No change 510 $214K
Invictus Private Wealth, LLC 0.02% Reduce -13.7% 510 $214K
Saxon Interests, Inc. 0.10% Reduce -76.5% 506 $213K
Raymond James Trust Co. of NH 2.11% New 504 $212K
BlueSky Wealth Advisors, LLC 0.17% New 503 $212K
Quad-Cities Investment Group, LLC 0.12% Reduce -9.2% 503 $212K
Portman Square Capital LLP 0.22% Reduce -33.1% 500 $210K
Fee-Only Financial Planning, L.C. 0.14% New 500 $210K
RiverTree Advisors, LLC 0.14% New 500 $210K
Legal Advantage Investments, Inc. 0.12% New 500 $210K
Raub Brock Capital Management LP 0.04% New 500 $210K
Drexel Morgan & Co. 0.04% Reduce -27.9% 500 $210K
Stanley-Laman Group, Ltd. 0.03% New 500 $210K
Avid Wealth Partners LLC 0.17% New 495 $208K
Rodgers & Associates, LTD 0.03% New 495 $208K
Pingora Partners LLC 0.15% Add +24.4% 494 $208K
LifePlan Investment Advisors, Inc. 0.17% New 493 $207K
Copperleaf Capital, LLC 0.18% New 491 $207K
Frontier Asset Management, LLC 0.08% New 491 $206K
Beck Bode, LLC 0.04% New 491 $206K
Bond & Devick Financial Network, Inc. 0.11% Reduce -36.2% 489 $206K
Verity & Verity, LLC 0.02% New 489 $206K
SS&H Financial Advisors, Inc. 0.09% New 488 $205K
WealthTrust Asset Management, LLC 0.16% Reduce -29.1% 487 $205K
C M Bidwell & Associates Ltd. 0.14% Reduce -1.0% 486 $204K
O'Connor Financial Group LLC 0.12% New 486 $204K
Silver Coast Investments LLC 0.08% New 484 $204K
Benedetti & Gucer, Inc. 0.10% New 483 $203K
Lesa Sroufe & Co 0.19% New 480 $202K
Prospect Financial Services LLC 0.17% New 480 $202K
Chatham Capital Group, Inc. 0.04% New 480 $202K
Cascade Wealth Advisors, Inc 0.17% — 500 $202K
Thompson Davis & Co., Inc. 0.14% New 478 $201K
FinDec Wealth Services, Inc. 0.13% New 478 $201K
Farmers & Merchants Trust Co of Chambersburg PA 0.08% No change 477 $201K
HRC Wealth Management, LLC 0.15% New 477 $201K
Orgel Wealth Management, LLC 0.01% Reduce -17.5% 477 $201K
Rogco, LP 0.08% Reduce -8.1% 476 $200K
Erste Asset Management GmbH 0.00% Add +6.7% 475 $200K
Mb, Levis & Associates, LLC 0.11% No change 474 $199K
Loomis Sayles & Co. L P 0.00% Add +2.0% 469 $197K
Perkins Coie Trust Co 0.05% Reduce -39.0% 465 $196K
Dunhill Financial, LLC 0.13% Add +7.2% 431 $181K
DiNuzzo Private Wealth, Inc. 0.02% Add +0.2% 418 $176K
HighMark Wealth Management LLC 0.11% No change 399 $174K
MidAtlantic Capital Management, Inc. 0.15% No change 406 $171K
Dynamic Wealth Strategies, LLC 0.14% Add +59.2% 390 $164K
Hoese & Co LLP 0.15% No change 400 $164K
Steph & Co. 0.06% No change 389 $164K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.12% No change 388 $163K
Cypress Capital Management LLC (WY) 0.18% No change 382 $161K
Red Tortoise LLC 0.09% Add +14.6% 376 $158K
Macroview Investment Management LLC 0.17% Reduce -1.6% 362 $152K
Guardian Wealth Management, Inc. 0.12% Reduce -0.8% 362 $152K
POM Investment Strategies, LLC 0.12% Add +508.5% 359 $151K
Naples Money Management LLC 0.15% No change 358 $151K
DecisionPoint Financial, LLC 0.06% Add +1.6% 371 $149K
Perritt Capital Management Inc 0.07% No change 322 $135K
PSI Advisors, LLC 0.05% Reduce -47.3% 317 $133K
First Financial Corp. 0.07% Reduce -7.5% 306 $129K
Dakota Community Bank & Trust NA 0.69% Add +17.0% 303 $127K
Ramirez Asset Management, Inc. 0.03% No change 300 $126K
Frank, Rimerman Advisors LLC 0.02% No change 290 $122K
Ruedi Wealth Management, Inc. 0.05% Reduce -20.9% 287 $121K
West Financial Advisors, LLC 0.03% Add +9.6% 286 $120K
Silvant Capital Management LLC 0.01% No change 283 $119K
Washington Trust Advisors, Inc. 0.01% No change 275 $116K
Thompson Investment Management, Inc. 0.02% Reduce -21.6% 269 $113K
Atlantic Edge Private Wealth Management, LLC 0.04% Reduce -15.5% 267 $112K
Cutler Group LLC / CA 0.06% Reduce -95.5% 267 $112K
Standard Family Office LLC 0.14% New 256 $108K
Legacies Wealth LLC 0.09% No change 254 $107K
Quarry LP 0.04% Add +12.9% 245 $103K
Richard W. Paul & Associates, LLC 0.04% No change 245 $103K
True Wealth Design, LLC 0.02% Reduce -8.2% 214 $90K
Richardson Capital Management LLC 0.07% Add +113.0% 213 $90K
A.P. Gilfoyle & Co., L.P. 4.43% New 200 $84K
Abich Financial Wealth Management LLC 0.07% No change 200 $84K
CGC Financial Services, LLC 0.04% No change 200 $84K
Ameliora Wealth Management Ltd. 0.04% No change 200 $84K
Emfo, LLC 0.07% No change 193 $81K
Sycomore Asset Management 0.02% No change 200 $81K
Christopher J. Hasenberg, Inc 0.04% New 192 $81K
Westend Capital Management, LLC 0.03% — 192 $81K
Pacific Capital Wealth Advisors, Inc. 0.02% No change 187 $79K
Gables Capital Management Inc. 0.04% No change 175 $74K
Laffer Tengler Investments, Inc. 0.02% No change 174 $73K
Eukles Asset Management 0.03% No change 170 $71K
Valued Wealth Advisors LLC 0.05% Add +75.5% 165 $69K
Custom Portfolio Group LLC 0.06% No change 160 $67K
Penserra Capital Management LLC 0.00% Reduce -98.1% 159 $66K
Robinswood Financial LLC 0.03% Add +11.6% 154 $65K
Tributary Capital Management, LLC 0.01% New 149 $63K
Delos Wealth Advisors, LLC 0.07% Reduce -87.4% 145 $61K
Chesapeake Asset Management LLC 0.06% Reduce -72.4% 145 $61K
REAP Financial Group, LLC 0.02% No change 137 $58K
NCP Inc. 0.04% — 136 $57K
Pineridge Advisors LLC 0.02% Reduce -69.6% 133 $56K
Gen-Wealth Partners Inc 0.03% — 127 $53K
Boyd Watterson Asset Management LLC 0.02% Reduce -39.6% 125 $53K
Vermillion & White Wealth Management Group, LLC 0.04% No change 124 $52K
Lowe Wealth Advisors, LLC 0.02% No change 120 $50K
MilWealth Group LLC 0.02% No change 118 $50K
Newton One Investments LLC 0.02% No change 117 $49K
Accordant Advisory Group Inc 0.04% — 115 $48K
Stone House Investment Management, LLC 0.01% Add +769.2% 113 $48K
MeadowBrook Investment Advisors LLC 0.04% No change 111 $47K
Kepos Capital LP 0.01% Reduce -18.3% 103 $43K
Northwest Bank & Trust Co 0.04% No change 106 $42K
Luken Investment Analytics, LLC 0.02% No change 100 $42K
Capco Asset Management, LLC 0.01% No change 100 $42K
Bray Capital Advisors 0.01% No change 97 $41K
Horizon Financial Services, LLC 0.03% New 96 $40K
Stuart Chaussee & Associates, Inc. 0.01% No change 87 $37K
Broadwater Capital Management LLC 0.02% New 77 $32K
Essex Investment Management Co. LLC 0.01% No change 76 $32K
Anfield Capital Management, LLC 0.01% New 73 $31K
VitalStone Financial, LLC 0.02% No change 61 $26K
Altshuler Shaham Ltd 0.00% Reduce -16.7% 60 $25K
EntryPoint Capital, LLC 0.02% Add +5.6% 57 $24K
Wetzel Investment Advisors, Inc. 0.01% No change 53 $21K
Exchange Traded Concepts, LLC 0.00% Reduce -66.4% 48 $20K
Transamerica Financial Advisors, LLC 0.00% New 47 $20K
Wolff Wiese Magana LLC 0.02% No change 44 $19K
ClariVest Asset Management LLC 0.00% Add +34.4% 43 $18K
Ravenstone Capital Management Inc. 0.01% No change 38 $16K
PayPay Securities Corp 0.67% Reduce -20.0% 32 $13K
Solstein Capital, LLC 0.01% No change 30 $13K
Caitlin John, LLC 0.01% Reduce -6.9% 27 $11K
Birch Capital Management, LLC 0.01% Reduce -7.4% 25 $11K
Psagot Value Holdings Ltd. / (Israel) 0.09% No change 23 $10K
Wiser Advisor Group LLC 0.01% No change 14 $6K
TFO Wealth Partners, LLC 0.00% Reduce -72.5% 14 $6K
Dogwood Wealth Management LLC 0.00% No change 10 $4K
LFA - Lugano Financial Advisors SA 0.00% No change 10 $4K
a16z Perennial Management, L.P. 0.00% No change 10 $4K
CoreView Capital Management Ltd 0.00% New 9 $4K
WestEnd Advisors, LLC 0.00% New 7 $3K
DRH Investments, Inc. 0.00% No change 3 $1K
Bay Harbor Wealth Management, LLC 0.00% No change 3 $1K
PEAK6 Investments LLC 0.00% Reduce -100.0% 2 $921
TruNorth Capital Management, LLC 0.00% — 145 $0

"% of holder's portfolio" is BRK.B's weight in each manager's 13F, not the share of Berkshire Hathaway Inc. Class B the manager owns.