Berkshire Hathaway Inc. Class BBRK.B

13F holders, Q2 2024 (June 30)
4,028holders +35
118new positions
96sold out
22famous investors
$406.35avg. 13F price*

At the end of Q2 2024, 4,028 institutions reported holding Berkshire Hathaway Inc. Class B (BRK.B) in their 13F filings, up 35 from Q1 2024. 118 opened new positions and 96 sold out. The largest holders were Vanguard Group Inc. ($58.6B), BlackRock Inc. ($43.6B) and State Street Corp. ($28.2B). 22 famous investors held it, including Guy Spier (21.8% of Aquamarine Capital (Aquamarine Zurich)'s portfolio), Bill Gates / Michael Larson (21.0% of Gates Foundation Trust's portfolio) and Chris Bloomstran (17.3% of Semper Augustus Investments'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 → Q2 2024

InstitutionsTotal Value
New Positions118$528.7M
Exits96$1.2B

All 13F filers, Q1 2024 → Q2 2024: 28,543,462 shares bought and 18,859,941 shares sold, net +9,683,521 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4,028 holders

Vanguard Group Inc. 1.13% Reduce -1.6% 144,149,543 $58.6B
BlackRock Inc. 0.99% Reduce -0.2% 107,257,083 $43.6B
State Street Corp. 1.23% Reduce -0.3% 69,325,865 $28.2B
Geode Capital Management, LLC 1.28% Add +1.4% 35,827,872 $14.5B
Morgan Stanley 0.79% Add +2.7% 24,982,339 $10.2B
Gates Foundation Trust 21.01% Add +42.3% 24,620,202 $10.0B
Northern Trust Corp. 1.08% Reduce -0.2% 15,682,910 $6.4B
Bank of New York Mellon Corp 0.99% Reduce -0.3% 12,786,681 $5.2B
T. Rowe Price Associates Inc. 0.53% Add +1.6% 10,985,174 $4.5B
Norges Bank 0.65% Reduce -1.6% 10,673,297 $4.3B
JPMorgan Chase & Co. 0.37% Add +1.4% 10,615,212 $4.3B
Charles Schwab Investment Management Inc. 0.81% Add +1.9% 10,440,391 $4.2B
Bank of America Corp. 0.39% Add +1.4% 10,096,451 $4.1B
Royal Bank of Canada 0.97% Add +0.5% 9,907,593 $4.0B
FMR LLC 0.25% Reduce -10.3% 9,602,530 $3.9B
Goldman Sachs Group Inc. 0.62% Add +4.3% 7,823,686 $3.2B
Dimensional Fund Advisors LP 0.82% Add +6.3% 7,726,884 $3.1B
Barclays PLC 1.29% Reduce -0.6% 6,888,172 $2.8B
Legal & General Group Plc 0.73% Reduce -5.6% 6,353,425 $2.6B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.73% Add +23.1% 6,220,154 $2.5B
Nuveen Asset Management, LLC 0.72% Reduce -4.3% 6,085,990 $2.5B
UBS Group AG 0.69% Add +13.1% 5,487,957 $2.2B
Flossbach Von Storch SE 8.86% Reduce -3.3% 5,181,436 $2.1B
Wells Fargo & Company 0.53% Add +2.4% 4,989,255 $2.0B
California Public Employees Retirement System 1.46% Reduce -1.9% 4,884,044 $2.0B
Invesco Ltd. 0.38% Add +4.7% 4,349,859 $1.8B
Amundi 0.63% Add +92.7% 4,025,451 $1.6B
H&H International Investment 9.54% Reduce -4.7% 3,899,100 $1.6B
Swiss National Bank 1.08% Reduce -1.1% 3,881,505 $1.6B
Alliancebernstein L.P. 0.53% Add +5.5% 3,738,594 $1.5B
HSBC Holdings PLC 0.95% Add +2.8% 3,633,737 $1.5B
Bank of Montreal 0.39% Add +11.0% 3,089,052 $1.3B
Sumitomo Mitsui Trust Group, Inc. 0.95% Add +0.4% 3,159,425 $1.3B
Rhumbline Advisers 1.20% Reduce -1.9% 3,130,187 $1.3B
Deutsche Bank AG 0.57% Add +14.4% 3,077,979 $1.3B
Neuberger Berman Group LLC 0.97% Reduce -4.0% 2,910,823 $1.2B
Artisan Partners Limited Partnership 1.74% Add +0.0% 2,811,883 $1.1B
Boston Partners 1.39% Reduce -0.3% 2,734,612 $1.1B
Creative Planning 1.17% Add +0.6% 2,691,138 $1.1B
Assenagon Asset Management S.A. 2.67% Reduce -8.1% 2,638,293 $1.1B
Raymond James & Associates 0.66% Add +1.1% 2,462,127 $1.0B
New York State Common Retirement Fund 1.28% Reduce -1.4% 2,390,991 $972.7M
Baird Financial Group, Inc. 1.97% Add +3.5% 2,330,560 $948.1M
LPL Financial LLC 0.46% Add +7.5% 2,283,188 $928.8M
California State Teachers Retirement System 1.08% Reduce -0.9% 2,165,645 $881.0M
HighTower Advisors, LLC 1.36% Reduce -0.7% 2,158,347 $877.2M
Principal Financial Group Inc. 0.52% Reduce -2.7% 2,142,764 $871.7M
Mitsubishi UFJ Asset Management Co., Ltd. 1.04% Add +12.0% 2,105,098 $856.4M
Capital Research Global Investors 0.18% Add +4.7% 2,049,682 $833.8M
Corient Private Wealth LP 1.44% Add +0.1% 2,024,839 $823.7M
Manufacturers Life Insurance Company, The 0.76% Reduce -3.4% 2,004,055 $815.2M
First Manhattan Co. Llc. 2.59% Add +0.2% 1,983,149 $806.7M
National Pension Service 0.93% Add +2.1% 1,980,817 $805.8M
Rothschild & Co Wealth Management UK Ltd 13.72% Add +1.5% 1,979,614 $805.3M
Swedbank AB 1.05% Add +0.0% 1,927,668 $784.2M
Prudential Financial Inc. 1.13% Reduce -10.5% 1,843,316 $749.9M
Adage Capital Partners Gp, L.L.C. 1.35% Reduce -0.6% 1,795,092 $730.2M
Ameriprise Financial Inc. 0.20% Reduce -3.6% 1,775,294 $722.2M
State Board of Administration of Florida Retirement System 1.41% Reduce -9.6% 1,758,110 $715.2M
New York State Teachers Retirement System 1.49% Reduce -4.9% 1,737,235 $706.7M
Commonwealth Equity Services, LLC 1.09% Add +2.6% 1,692,056 $688.3M
Citigroup Inc. 0.65% Add +19.3% 1,648,918 $670.8M
Brown Brothers Harriman & Co. 4.95% Reduce -11.2% 1,615,075 $657.0M
Markel Group 6.13% No change 1,531,971 $623.2M
BNP Paribas Financial Markets 0.68% Add +11.3% 1,528,379 $621.7M
Canada Pension Plan Investment Board 0.61% Add +5.9% 1,518,368 $617.7M
Chevy Chase Trust Holdings, LLC 1.87% Reduce -1.5% 1,444,473 $587.6M
Wellington Management Group LLP 0.10% Reduce -15.7% 1,431,540 $582.4M
London Co. of Virginia 3.21% Reduce -5.3% 1,403,882 $571.1M
Gardner Russo & Quinn 5.97% Reduce -5.1% 1,390,310 $565.6M
Raymond James Financial Services Advisors, Inc. 0.79% Add +2.4% 1,363,106 $554.5M
CANADA LIFE ASSURANCE Co 1.02% Add +5.5% 1,330,747 $541.9M
Brown Advisory Inc. 0.67% Add +3.6% 1,253,874 $510.1M
Envestnet Asset Management Inc. 0.18% Add +1.4% 1,241,572 $505.1M
Check Capital Management Inc. 36.48% Add +1.9% 1,226,371 $498.9M
Caisse de depot et placement du Quebec 1.16% Add +52.8% 1,178,543 $479.4M
Ensign Peak Advisors, Inc 0.82% Reduce -3.6% 1,103,050 $448.7M
Franklin Resources Inc. 0.14% Add +5.3% 1,086,749 $442.1M
FIL Ltd 0.43% Add +1.2% 1,067,873 $434.4M
PNC Financial Services Group, Inc. 0.29% Reduce -3.7% 1,065,630 $433.5M
National Bank of Canada 0.64% Add +11.4% 1,022,468 $413.9M
Korea Investment CORP 1.04% Reduce -5.3% 1,015,403 $413.1M
Stifel Financial Corp. 0.46% Add +6.7% 1,006,407 $409.4M
Tetrad Corp. 82.24% No change 1,000,000 $406.8M
Mariner, LLC 0.79% Add +2.2% 999,184 $406.5M
Voya Investment Management LLC 0.45% Reduce -5.6% 979,532 $398.5M
Qube Research & Technologies Ltd 0.72% Add +129.0% 964,007 $392.2M
Toronto Dominion Bank 0.62% Reduce -14.2% 945,103 $384.5M
Jane Street Group, LLC 0.42% Add +625.5% 941,611 $383.0M
Cibc World Market Inc. 0.95% Add +35.0% 939,692 $382.3M
Mesirow Financial Investment Management, Inc. 8.54% Add +0.4% 932,050 $379.2M
APG Asset Management N.V. 0.68% Reduce -14.4% 997,297 $378.5M
Rathbones Group PLC 2.05% Add +0.8% 926,882 $377.1M
Royal London Asset Management Ltd. 0.96% Reduce -6.5% 921,721 $375.0M
Wealth Enhancement Advisory Services, LLC 0.87% Add +23.4% 898,931 $365.7M
Himalaya Capital Management 14.26% No change 897,749 $365.2M
Douglass Winthrop Advisors, LLC 7.38% Reduce -0.9% 889,346 $361.8M
Public Employees Retirement System of Ohio 1.40% Reduce -1.4% 881,146 $358.5M
Osaic Holdings, Inc. 0.82% Reduce -15.6% 852,004 $346.6M
Treasurer of the State of North Carolina 1.44% Reduce -0.7% 834,703 $339.6M
Schroder Investment Management Group 0.37% Add +6.7% 827,299 $336.5M
Davis Selected Advisers 1.91% Add +0.0% 810,163 $329.6M
Danske Bank A/S 1.21% Reduce -7.4% 805,804 $327.8M
Susquehanna International Group, LLP 0.58% Reduce -2.4% 805,322 $327.6M
TD Asset Management Inc 0.30% Add +3.4% 784,588 $319.2M
Retirement Systems of Alabama 1.23% Reduce -3.1% 783,139 $318.6M
AQR Capital Management 0.48% Add +3.3% 775,965 $315.7M
Mackenzie Financial Corp. 0.47% Reduce -1.6% 775,735 $315.6M
BSN CAPITAL PARTNERS Ltd 20.60% Add +91.3% 765,000 $314.4M
Bessemer Group Inc. 0.55% Reduce -0.7% 759,545 $309.0M
Clearbridge Investments, LLC 0.25% Reduce -1.7% 752,819 $306.2M
Fiduciary Management Inc. 2.84% Reduce -5.3% 751,191 $305.6M
State of Wisconsin Investment Board 0.80% Reduce -2.6% 744,350 $302.8M
US Bancorp \de 0.41% Add +0.0% 742,365 $302.0M
Truist Financial Corp. 0.46% Reduce -4.1% 740,149 $301.1M
Aviva PLC 0.83% Add +21.5% 721,393 $293.5M
Natixis Advisors, LLC 0.63% Add +5.4% 717,403 $291.8M
Captrust Financial Advisors 0.93% Reduce -22.9% 708,594 $288.3M
State of Tennessee, Department of Treasury 1.05% Reduce -3.0% 703,415 $286.1M
Everett Harris & Co. 3.59% Reduce -2.0% 688,146 $279.9M
Yacktman Asset Management 2.62% Add +1.4% 686,096 $279.1M
Mitsubishi UFJ Trust & Banking Corp 0.66% Reduce -7.8% 680,138 $276.7M
Nordea Investment Management AB 0.32% Add +13.6% 671,525 $274.5M
Fort Washington Investment Advisors Inc. 1.78% Reduce -15.9% 673,266 $273.9M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.15% Reduce -3.9% 663,140 $269.8M
Cambridge Investment Research Advisors, Inc. 0.98% Add +4.0% 652,353 $265.4M
Millennium Management 0.23% Add +42.5% 649,014 $264.0M
Rafferty Asset Management, LLC 0.96% Reduce -0.5% 636,738 $259.0M
DekaBank Deutsche Girozentrale 0.45% Add +1.2% 616,134 $252.6M
Pictet Asset Management Holding SA 0.29% Add +6.5% 618,688 $251.7M
Focus Partners Wealth 0.84% Add +125.1% 615,625 $250.4M
Cetera Investment Advisers 0.57% Reduce -4.8% 612,491 $249.2M
Russell Investments Group, Ltd. 0.40% Reduce -8.3% 604,017 $245.8M
STRS Ohio 0.95% Reduce -2.6% 590,399 $240.2M
ACR Alpine Capital Research, LLC 7.40% Reduce -1.6% 589,000 $239.6M
Ossiam 4.46% Reduce -11.9% 578,774 $235.4M
SWF LLC 88.44% No change 575,987 $234.3M
Metropolis Capital Ltd 8.56% Reduce -2.8% 575,041 $233.9M
American Century Companies Inc. 0.14% Reduce -3.5% 567,876 $231.0M
Menora Mivtachim Holdings LTD. 1.57% Add +29.8% 566,203 $230.3M
Fayez Sarofim & Co 0.61% Add +72.4% 554,281 $225.5M
Barr E S & Co. 14.60% Reduce -1.1% 547,013 $222.5M
Acadian Asset Management LLC 0.68% Add +8.0% 542,361 $220.6M
Scotia Capital Inc. 1.28% Add +5.6% 536,567 $218.3M
Cerity Partners LLC 0.59% Reduce -2.7% 531,122 $216.1M
Greylin Investment Management, Inc 37.97% Reduce -2.0% 528,353 $214.9M
Kestra Advisory Services, LLC 1.20% Add +25.5% 527,556 $214.6M
DAVENPORT & Co LLC 1.35% Reduce -0.7% 524,909 $213.5M
Northwestern Mutual Wealth Management Co. 0.21% Add +0.7% 524,486 $213.4M
NorthCoast Asset Management LLC 1.81% Add +10.8% 520,944 $211.9M
Janney Montgomery Scott LLC 0.63% Add +0.3% 508,063 $206.7M
Scharf Investments, LLC 5.85% Reduce -12.2% 504,373 $205.2M
Asset Management One Co., Ltd. 0.78% Add +0.4% 502,455 $204.4M
Los Angeles Capital Management LLC 0.73% Reduce -10.8% 500,979 $203.8M
Bank of Nova Scotia 0.40% Reduce -19.4% 498,526 $202.8M
Vaughan Nelson Investment Management, L.P. 1.83% Reduce -4.5% 486,454 $197.9M
Giverny Capital 8.33% Add +0.9% 484,470 $197.1M
State of New Jersey Common Pension Fund D 0.86% Reduce -35.5% 484,245 $197.0M
MetLife Investment Management, LLC 1.17% Add +13.4% 483,253 $196.6M
Graham Holdings Co 24.15% No change 482,945 $196.5M
Fifth Third Bancorp 0.75% Add +2.1% 481,157 $195.7M
Victory Capital Management Inc. 0.20% Reduce -0.8% 471,934 $192.0M
Empower Advisory Group, LLC 0.71% Reduce -0.5% 471,030 $191.6M
Allianz Asset Management GmbH 0.30% Add +24.4% 462,561 $188.2M
Handelsbanken Fonder AB 0.80% Reduce -1.1% 454,668 $185.0M
Corebridge Financial, Inc. 1.00% — 448,645 $182.5M
Gateway Investment Advisers LLC 2.06% Reduce -2.0% 448,416 $182.4M
Ruane, Cunniff & Goldfarb L.P. 2.78% Reduce -2.6% 438,921 $178.6M
Rockefeller Capital Management L.P. 0.50% Add +5.1% 436,620 $177.6M
Cibc World Markets Corp. 1.13% Reduce -4.0% 423,107 $172.1M
Resona Asset Management Co.,Ltd. 1.03% Reduce -5.3% 419,436 $170.7M
Bartlett & Co. Wealth Management LLC 2.59% Add +1.1% 419,041 $170.5M
Pinebridge Investments, L.P. 1.37% Add +25.4% 416,546 $169.5M
Allspring Global Investments Holdings, LLC 0.28% Add +10.1% 416,180 $169.3M
Blair William & Co. 0.51% Add +2.7% 406,304 $165.3M
Sather Financial Group Inc 11.36% Add +6.6% 403,183 $164.0M
Bridges Investment Management Inc. 2.49% Add +69.8% 401,995 $163.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.07% Reduce -0.4% 397,648 $161.8M
Pathstone Holdings, LLC 0.71% Reduce -10.1% 389,036 $158.3M
Quilter Plc 3.55% Add +3.2% 387,715 $158.1M
Nomura Asset Management Co. Ltd. 0.54% Add +3.1% 387,832 $157.8M
Federation des caisses Desjardins du Quebec 0.84% Add +2.4% 386,004 $157.0M
Citadel Advisors 0.16% Add +12.8% 384,198 $156.3M
Arizona State Retirement System 1.03% Add +1.0% 380,065 $154.6M
ProShare Advisors LLC 0.41% Add +2.4% 377,492 $153.6M
Cannell & Spears LLC 3.15% Reduce -0.2% 373,328 $151.9M
CIBC Private Wealth Group LLC 0.28% Add +1.5% 370,190 $151.4M
Comerica Bank 0.62% Reduce -1.9% 367,055 $149.3M
Amalgamated Bank 1.27% Reduce -2.4% 366,424 $149.1M
Morningstar Investment Services LLC 1.61% Reduce -0.8% 363,484 $148.3M
Maj Invest Holding A/S 4.05% Add +14.3% 358,243 $145.7M
McDonald Capital Investors Inc. 9.06% Reduce -1.2% 356,343 $145.0M
Squarepoint Ops LLC 0.55% Reduce -14.2% 355,648 $144.7M
Bristol John W & Co. Inc. 2.33% Reduce -2.2% 353,372 $143.8M
Armstrong Henry H Associates Inc. 14.27% Reduce -0.7% 351,538 $143.0M
Epoch Investment Partners, Inc. 0.65% Reduce -3.4% 350,346 $142.5M
State of Michigan Retirement System 0.73% Reduce -5.6% 348,129 $141.6M
Schwerin Boyle Capital Management Inc. 14.83% Reduce -0.4% 347,599 $141.4M
Paralel Advisors LLC 6.71% No change 345,000 $140.3M
Czech National Bank 1.61% Add +7.8% 344,982 $140.3M
Bronte Capital Management Pty Ltd. 10.86% Reduce -5.6% 341,033 $138.7M
Saratoga Research & Investment Management 6.30% Reduce -3.0% 340,341 $138.5M
Timucuan Asset Management Inc. 4.76% Add +0.3% 340,154 $138.4M
Public Sector Pension Investment Board 0.88% Add +19.9% 339,992 $138.3M
Robeco Institutional Asset Management B.V. 0.30% Add +2.0% 339,336 $138.0M
Teacher Retirement System of Texas 0.78% Reduce -5.9% 336,206 $136.8M
Cresset Asset Management, LLC 0.58% Add +24.3% 333,752 $135.8M
Hyman Charles D 7.40% Reduce -0.1% 326,378 $132.8M
Marshall Wace, LLP 0.19% Add +126.2% 326,152 $132.7M
Weitz Investment Management, Inc. 6.90% Reduce -1.2% 323,200 $131.5M
Southeast Asset Advisors, LLC 15.71% Reduce -1.4% 321,328 $130.7M
Beacon Pointe Advisors, LLC 1.53% Reduce -5.0% 318,339 $129.5M
Wallace Capital Management Inc. 18.76% Reduce -0.5% 318,192 $129.4M
Private Advisor Group, LLC 0.87% Add +3.0% 317,175 $129.0M
Forsta Ap-Fonden 1.14% Reduce -8.1% 316,900 $128.9M
United American Securities Inc. (d/b/a UAS Asset Management) 30.39% Reduce -3.3% 311,911 $126.9M
Meeder Asset Management Inc. 8.77% Add +19.1% 307,428 $125.1M
Lee Danner & Bass Inc. 9.52% — 303,606 $123.5M
State of Alaska, Department of Revenue 1.38% Reduce -0.1% 303,260 $123.4M
M&T Bank Corp 0.42% Reduce -1.0% 299,734 $121.9M
Sei Investments Co. 0.17% Add +7.1% 298,979 $121.6M
Great Lakes Advisors, LLC 1.07% Reduce -7.3% 295,715 $120.3M
Shayne & Jacobs, LLC 32.96% Add +0.0% 291,934 $118.8M
Aberdeen Group plc 0.23% Reduce -52.5% 291,681 $118.7M
Van Lanschot Kempen Investment Management N.V. 1.32% Add +13.0% 290,886 $118.3M
DNB Asset Management AS 0.56% Add +2.4% 288,815 $117.5M
Evercore Wealth Management, LLC 1.84% Reduce -1.1% 288,078 $117.2M
Stonegate Investment Group, LLC 3.39% Add +2.2% 287,626 $117.0M
QRG Capital Management, Inc. 1.37% Add +7.0% 282,981 $115.1M
Barrow Hanley Mewhinney & Strauss LLC 0.39% Add +14.4% 281,945 $114.7M
TD Waterhouse Canada Inc. 1.02% Add +3.3% 279,594 $113.4M
Tredje AP-fonden 1.09% Reduce -12.2% 277,341 $112.8M
Bradley Foster & Sargent Inc. 2.03% Reduce -1.3% 277,096 $112.7M
Nisa Investment Advisors, LLC 0.70% Add +3.8% 274,893 $111.8M
Williams Jones Wealth Management, LLC. 1.38% Add +0.0% 274,111 $111.5M
HM Payson & Co. 2.02% Reduce -23.0% 272,818 $111.0M
Calamos Advisors LLC 0.78% Reduce -3.6% 271,035 $110.3M
Tiaa Trust, National Association 0.34% Add +0.3% 270,804 $110.2M
D.A. Davidson & Co. 0.97% Reduce -0.6% 268,447 $109.2M
D. E. Shaw & Co. 0.17% Reduce -19.0% 267,369 $108.8M
Zurich Insurance Group Ltd 0.94% Add +1.8% 266,943 $108.6M
Shapiro Capital Management LLC 3.16% Reduce -6.5% 261,168 $106.2M
IFM Investors Pty Ltd 1.07% Add +0.6% 259,720 $105.7M
Cwm, LLC 0.50% Add +1.6% 258,330 $105.1M
Factory Mutual Insurance Co. 1.19% Reduce -0.6% 256,100 $104.2M
Dixon Mitchell Investment Counsel Inc. 5.22% Add +1.3% 254,792 $104.1M
Davis R M Inc. 2.11% Reduce -0.3% 255,679 $104.0M
Sanctuary Advisors, LLC 0.76% — 258,451 $103.9M
Rwwm, Inc. 11.23% Reduce -1.0% 254,294 $103.4M
Yousif Capital Management, LLC 1.17% Reduce -2.3% 253,745 $103.2M
Huntington National Bank 1.06% Add +3.1% 253,739 $103.2M
Madison Asset Management, LLC 1.27% Reduce -1.1% 253,148 $103.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.62% Add +59.9% 251,106 $102.1M
Cheviot Value Management, LLC 19.94% Reduce -1.1% 250,654 $102.0M
Nicholas Hoffman & Company, LLC. 4.78% Add +0.3% 250,623 $102.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.33% Add +8.5% 248,940 $101.3M
New York Life Investment Management LLC 1.01% Add +0.0% 246,960 $100.5M
Obermeyer Wealth Partners 5.76% Reduce -1.0% 246,960 $100.5M
Crestwood Advisors Group, LLC 2.07% Add +0.8% 245,601 $99.9M
MML Investors Services, LLC 0.40% Add +2.2% 242,990 $98.8M
CIBC Asset Management Inc 0.35% Reduce -7.5% 242,746 $98.7M
Utah Retirement Systems 1.17% Reduce -4.3% 242,584 $98.7M
TCTC Holdings, LLC 3.35% Reduce -1.3% 239,957 $97.6M
Hendershot Investments Inc. 13.97% Reduce -0.3% 238,958 $97.2M
Semper Augustus Investments 17.25% Add +2.3% 237,074 $96.4M
Lanham O'Dell & Company, Inc. 53.78% Add +0.3% 235,488 $95.8M
Connor, Clark & Lunn Investment Management Ltd. 0.40% Reduce -33.1% 234,096 $95.2M
JARISLOWSKY, FRASER Ltd 0.58% Reduce -9.1% 234,066 $95.2M
Northstar Group, Inc. 18.76% Reduce -0.4% 233,703 $95.1M
Birch Hill Investment Advisors LLC 4.56% Reduce -0.5% 231,903 $94.3M
Glenmede Trust Co. NA 0.48% Add +6.5% 231,325 $94.1M
Thrivent Financial for Lutherans 0.19% Add +19.1% 230,649 $93.8M
Tocqueville Asset Management L.P. 1.54% Reduce -2.2% 230,055 $93.6M
Clear Street LLC 2.24% No change 230,000 $93.6M
United Capital Financial Advisors, LLC 0.80% Reduce -9.2% 229,410 $93.3M
Pangea Capital Gestao de Recursos Ltda. 79.83% No change 228,378 $92.9M
Mutual of America Capital Management LLC 1.01% Reduce -4.3% 228,303 $92.9M
Xponance LLC 0.95% Reduce -2.9% 227,455 $92.5M
Commerce Bank 0.60% Add +3.3% 226,753 $92.2M
Capital Fund Management S.A. 1.04% Add +157.5% 225,095 $91.6M
Credit Agricole S A 0.56% Add +97.8% 224,617 $91.4M
Oppenheimer Asset Management Inc. 1.16% Add +14.1% 222,863 $90.7M
Mutual Advisors, LLC 2.74% Add +9.7% 206,587 $90.5M
Sequoia Financial Advisors, LLC 1.09% Reduce -1.8% 222,546 $90.5M
Border to Coast Pensions Partnership Ltd 2.13% Reduce -3.4% 221,476 $90.1M
Arrowstreet Capital, Limited Partnership 0.08% Reduce -5.0% 221,269 $90.0M
JRM Investment Counsel, LLC 32.36% Add +1.9% 220,521 $89.7M
Keybank National Association 0.36% Reduce -0.7% 217,461 $88.5M
Klingenstein Fields & Co. LP 3.63% Reduce -1.5% 215,475 $87.7M
Walleye Trading LLC 1.73% Add +51.8% 215,354 $87.6M
Pacifica Capital Investments, LLC 31.19% Reduce -0.2% 213,490 $86.8M
Cooke & Bieler LP 0.81% Add +9.7% 206,393 $84.0M
Staley Capital Advisers Inc. 3.85% Reduce -0.1% 205,627 $83.6M
Smead Capital Management, Inc. 1.30% Add +5.5% 204,821 $83.3M
Sound Shore Management Inc 2.77% Reduce -3.2% 204,387 $83.1M
Natixis 0.52% Reduce -16.4% 203,027 $82.6M
Oppenheimer & Co. Inc. 1.31% Add +2.6% 202,857 $82.5M
King Luther Capital Management Corp. 0.37% Add +1.8% 202,498 $82.4M
Whittier Trust Co. 1.17% Add +4.1% 201,898 $82.1M
NewEdge Advisors, LLC 0.60% Add +20.9% 201,539 $82.0M
Davis Asset Management, L.P. 3.65% No change 200,000 $81.4M
AE Wealth Management LLC 0.81% Add +1.0% 199,596 $81.2M
SG Americas Securities, LLC 0.52% Reduce -51.8% 199,466 $81.1M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.91% — 198,959 $80.9M
Manitou Investment Management Ltd. 18.08% Reduce -0.8% 198,669 $80.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.74% Add +1.3% 183,113 $80.4M
Ingalls & Snyder LLC 3.46% Add +0.1% 196,224 $79.8M
Fairview Capital Investment Management, LLC 4.36% Reduce -1.6% 190,357 $77.4M
Parallax Volatility Advisers, L.P. 2.23% Add +24.9% 188,867 $76.8M
MAI Capital Management 0.76% Add +3.0% 188,865 $76.8M
Howland Capital Management LLC 3.64% Add +0.3% 187,140 $76.1M
Clifford Swan Investment Counsel LLC 2.83% Reduce -0.6% 186,134 $75.7M
Financial Counselors Inc. 1.21% Add +1.1% 184,569 $75.1M
O'shaughnessy Asset Management, LLC 0.77% Add +8.8% 183,792 $74.8M
Smith Chas P & Associates Pa Cpas 4.43% Reduce -0.9% 183,742 $74.7M
GUNN & Co INVESTMENT MANAGEMENT, INC. 4.43% Add +1012.8% 183,742 $74.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.18% — 183,526 $74.7M
Chicago Partners Investment Group LLC 2.88% Add +1.0% 168,371 $74.3M
Canoe Financial LP 1.37% No change 176,173 $74.1M
Public Employees Retirement Association of Colorado 0.31% Reduce -2.7% 181,675 $73.9M
River Road Asset Management, LLC 1.05% Reduce -22.6% 180,481 $73.4M
Hudson Bay Capital Management LP 0.64% Reduce -74.9% 180,000 $73.2M
University of Notre Dame Du Lac 100.00% No change 177,781 $72.3M
Salem Investment Counselors Inc. 2.33% Reduce -0.2% 177,500 $72.2M
Intelligent Financial Strategies 44.35% Add +6.4% 177,132 $72.1M
Archon Partners LLC 9.23% No change 176,800 $71.9M
Westwood Holdings Group Inc. 0.59% Reduce -1.6% 176,002 $71.6M
AEGON ASSET MANAGEMENT UK Plc 1.01% Add +1124.5% 175,729 $71.5M
Janus Henderson Group PLC 0.04% Reduce -18.0% 174,724 $71.1M
Alpha Cubed Investments, LLC 3.38% Add +3.8% 174,171 $70.9M
Lido Advisors, LLC 0.58% Add +9.3% 173,317 $70.5M
Mraz, Amerine & Associates, Inc. 14.42% Reduce -1.5% 172,458 $70.2M
Private Management Group Inc. 2.69% Reduce -13.4% 172,223 $70.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.18% Add +3.6% 171,574 $69.8M
Performance Wealth Partners, LLC 2.54% Add +7.9% 169,648 $69.0M
AMF Tjanstepension AB 0.51% Add +10.7% 169,346 $68.9M
Kestra Private Wealth Services, LLC 1.38% Add +2.3% 169,245 $68.8M
Miller Investment Management, LP 8.21% Add +0.3% 168,917 $68.7M
Avantax Advisory Services, Inc. 0.49% Add +5.9% 168,733 $68.6M
HRT Financial LP 0.38% Add +221.2% 167,462 $68.1M
Carnegie Investment Counsel 2.10% Reduce -5.1% 165,770 $67.4M
Edgemoor Investment Advisors, Inc. 6.33% Reduce -1.9% 165,650 $67.4M
Cullen/Frost Bankers, Inc. 0.98% Add +22.9% 165,580 $67.4M
Jacobi Capital Management LLC 5.83% Reduce -2.2% 164,967 $67.1M
Peapack Gladstone Financial Corp. 1.03% Reduce -1.2% 164,871 $67.1M
Cohen Klingenstein LLC 2.43% Reduce -0.5% 164,439 $66.9M
S&co Inc. 4.65% Reduce -0.6% 163,855 $66.7M
Roundview Capital LLC 5.24% Add +0.2% 163,587 $66.5M
Iron Gate Global Advisors LLC 11.23% Add +1.3% 163,596 $66.5M
Waverly Advisors, LLC 1.30% Add +16.3% 163,308 $66.4M
Daiwa Securities Group Inc. 0.36% Add +11.2% 163,072 $66.3M
Seizert Capital Partners, LLC 3.25% Reduce -6.1% 160,645 $65.4M
Quantinno Capital Management LP 1.17% Add +9.1% 160,041 $65.1M
UMB Bank, n.a. 1.06% Reduce -18.3% 159,537 $64.9M
Confluence Investment Management LLC 0.93% Reduce -3.9% 159,192 $64.8M
Wittenberg Investment Management, Inc. 22.11% Reduce -3.1% 158,022 $64.3M
Allen Investment Management, LLC 0.78% Reduce -8.1% 157,842 $64.2M
St. James Investment Company, LLC 11.17% Reduce -5.9% 157,020 $63.9M
Steward Partners Investment Advisory, LLC 0.67% Add +5.0% 156,918 $63.8M
Oregon Public Employees Retirement Fund 1.25% No change 155,520 $63.3M
Ardent Capital Management, Inc. 30.92% Add +2.4% 155,075 $63.1M
Nissay Asset Management Corp. /Japan 0.42% Add +2.6% 155,033 $63.1M
Oldfield Partners LLP 11.89% Reduce -11.3% 154,647 $62.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.74% Add +3.8% 154,460 $62.8M
Atria Wealth Solutions, Inc. 0.70% Reduce -1.1% 154,357 $62.8M
DDD Partners, LLC 7.28% Add +0.7% 154,334 $62.8M
Skandinaviska Enskilda Banken AB (publ) 0.30% Reduce -40.9% 153,962 $62.6M
Badgley Phelps Wealth Managers, LLC 1.55% Add +0.8% 153,551 $62.5M
Pacer Advisors, Inc. 0.15% Add +3.3% 153,019 $62.2M
Panagora Asset Management Inc. 0.31% Reduce -16.6% 152,839 $62.2M
Advisors Capital Management, LLC 1.08% Reduce -7.6% 151,886 $61.8M
Agf Management Ltd. 0.34% Reduce -4.2% 150,796 $61.3M
Parthenon LLC 7.79% Reduce -1.8% 150,655 $61.3M
Baxter Bros Inc. 7.99% Reduce -2.0% 150,057 $61.0M
Tweedy, Browne Co LLC 2.80% Reduce -7.1% 149,883 $61.0M
First Trust Advisors LP 0.06% Add +8.6% 148,939 $60.6M
Macquarie Group Ltd. 0.07% Reduce -47.9% 148,511 $60.4M
Storebrand Asset Management As 0.20% Add +2.5% 148,123 $60.3M
Summitry LLC 3.10% Add +1.3% 147,276 $59.9M
Wealthfront Advisers LLC 0.20% Add +1.1% 146,543 $59.6M
CENTRAL TRUST Co 1.46% Add +0.6% 146,452 $59.6M
Segment Wealth Management, LLC 4.39% Add +0.6% 146,182 $59.5M
Vontobel Holding Ltd. 0.19% Add +167.7% 146,027 $59.4M
Teachers Retirement System of the State of Kentucky 0.53% Reduce -2.8% 145,888 $59.3M
Founders Capital Management, LLC 10.58% Reduce -0.0% 143,455 $58.4M
Maryland State Retirement & Pension System 1.07% Reduce -0.3% 142,688 $58.0M
First Foundation Advisors 2.22% Reduce -1.0% 142,472 $58.0M
Aquamarine Capital (Aquamarine Zurich) 21.78% No change 140,600 $57.2M
Northeast Investment Management 2.69% Reduce -1.1% 140,497 $57.2M
Vanguard Personalized Indexing Management, LLC 1.09% Add +13.3% 140,324 $57.0M
Equitable Holdings, Inc. 0.60% Add +9.5% 139,694 $56.8M
Mizuho Securities USA LLC 1.26% New 139,587 $56.8M
Lountzis Asset Management, LLC 26.52% Reduce -0.2% 139,475 $56.7M
Ieq Capital, LLC 0.76% Add +3.0% 138,391 $56.3M
Parsons Capital Management Inc. 3.83% Reduce -1.3% 138,366 $56.3M
Martingale Asset Management L P 1.21% Reduce -7.2% 138,129 $56.2M
ING Groep NV 0.33% New 138,049 $56.2M
Greenleaf Trust 0.53% Reduce -0.4% 137,865 $56.1M
Moneta Group Investment Advisors LLC 0.89% Reduce -0.0% 137,658 $56.0M
Cutter & CO Brokerage, Inc. 13.56% Reduce -1.6% 137,574 $56.0M
Mogy Joel R Investment Counsel Inc. 3.54% Add +0.3% 137,345 $55.9M
Beck Mack & Oliver LLC 1.16% Reduce -19.9% 137,199 $55.8M
Findlay Park Partners LLP 0.52% Reduce -0.7% 136,636 $55.6M
Kentucky Retirement Systems 1.61% Reduce -1.3% 136,422 $55.5M
Lazard Asset Management LLC 0.07% Reduce -2.9% 135,618 $55.2M
Burgundy Asset Management Ltd. 0.58% Reduce -1.0% 134,951 $54.9M
Norris Perne & French LLP 3.98% Reduce -1.1% 134,725 $54.8M
Avenir Corp. 5.27% Reduce -9.2% 133,322 $54.2M
Heritage Wealth Advisors 2.41% Add +2.5% 131,445 $53.5M
Mar Vista Investment Partners LLC 2.63% Reduce -11.4% 131,343 $53.4M
Guyasuta Investment Advisors Inc. 3.87% Reduce -1.1% 147,584 $52.6M
Welch & Forbes LLC 0.70% Reduce -0.8% 128,142 $52.4M
Hosking Partners LLP 1.92% Reduce -12.9% 127,301 $51.8M
Federated Hermes, Inc. 0.12% Reduce -10.1% 126,795 $51.6M
Elgethun Capital Management 12.99% Add +3.1% 126,650 $51.5M
GoodHaven Capital Management, LLC 19.18% Add +11.0% 126,119 $51.3M
Lafayette Investments, Inc. 11.60% Reduce -2.0% 125,419 $51.0M
WS Management LLLP 4.77% Reduce -2.5% 124,905 $50.8M
FJ Investments, LLC 4.94% No change 124,575 $50.7M
Stack Financial Management, Inc 4.69% Reduce -0.5% 124,552 $50.7M
South Dakota Investment Council 1.04% Reduce -6.0% 124,137 $50.5M
Fiduciary Trust Co 0.75% Reduce -1.1% 123,561 $50.3M
Am Investment Strategies LLC 12.34% Add +2.2% 123,032 $50.0M
Clearstead Advisors, LLC 0.85% Add +115.4% 122,990 $50.0M
St Germain D J Co. Inc. 2.41% Reduce -1.4% 122,606 $49.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.52% Reduce -4.5% 122,062 $49.7M
MUFG Securities EMEA plc 2.21% New 122,000 $49.6M
Avior Wealth Management, LLC 2.13% Reduce -0.6% 121,875 $49.6M
Polar Capital Holdings Plc 0.29% Reduce -0.4% 121,488 $49.4M
Valeo Financial Advisors, LLC 1.54% Add +0.4% 299,563 $49.4M
Thomasville National Bank 3.92% Add +0.8% 120,309 $48.9M
Trust Co. of Vermont 2.64% Add +0.7% 119,556 $48.6M
New Capital Management LP 14.92% Add +9.5% 119,537 $48.6M
AXA S.A. 0.14% Reduce -32.9% 118,934 $48.4M
TrinityBridge Ltd 1.64% Add +5.8% 118,196 $48.1M
Florida Trust Wealth Management Co 1.64% Reduce -2.4% 118,128 $48.1M
Schwarz Dygos Wheeler Investment Advisors LLC 13.26% Add +0.3% 117,993 $48.0M
Illinois Municipal Retirement Fund 0.73% Add +0.1% 117,747 $47.9M
HB Wealth Management, LLC 0.56% Add +5.4% 117,663 $47.9M
Busey Bank 1.64% Add +2.0% 117,634 $47.9M
Jones Financial Companies LLLP 0.06% Add +48.3% 117,439 $47.8M
Hartford Investment Management Co. 1.62% Reduce -1.4% 115,974 $47.2M
Prime Capital Investment Advisors, LLC 0.70% Reduce -5.2% 115,893 $47.1M
Elo Mutual Pension Insurance Co 1.10% Reduce -4.0% 114,987 $46.8M
Cook & Bynum Capital Management, LLC 35.59% No change 114,960 $46.8M
BI Asset Management Fondsmaeglerselskab A/S 0.76% Add +124.3% 114,705 $46.7M
Asset Management Advisors, LLC 35.18% Add +1.3% 113,247 $46.1M
Academy Capital Management 8.31% Reduce -0.2% 113,166 $46.0M
Brandywine Global Investment Management, LLC 0.35% Reduce -51.1% 113,079 $46.0M
Chemistry Wealth Management LLC 11.87% Add +1.3% 112,929 $45.9M
Harvey Investment Co. LLC 5.49% Reduce -1.9% 112,862 $45.9M
Moody LYNN Lieberson & Walker, LLC 3.00% Add +1.1% 112,524 $45.8M
Norman Fields, Gottscho Capital Management, LLC 16.00% Reduce -0.5% 110,489 $45.7M
Allworth Financial LP 0.29% Add +7.6% 104,945 $45.6M
Pinnacle Associates Ltd. 0.71% Reduce -0.9% 111,967 $45.5M
GenTrust, LLC 2.46% Add +1503.4% 111,289 $45.3M
Capital Advisors Inc. 0.93% Reduce -29.0% 111,100 $45.2M
Worldquant Millennium Advisors LLC 0.41% Add +197.6% 110,775 $45.1M
Envestnet Portfolio Solutions, Inc. 0.16% Add +2.1% 110,576 $45.0M
SouthState Bank Corp 3.28% Add +0.6% 110,539 $45.0M
Buckingham Strategic Wealth, LLC 0.46% Add +0.3% 110,261 $44.9M
Chilton Investment Co. Inc. 1.26% Reduce -41.5% 109,992 $44.7M
Stock Yards Bank & Trust Co. 1.47% Reduce -3.8% 109,369 $44.5M
1832 Asset Management L.P. 0.08% Reduce -72.7% 109,328 $44.5M
Gateway Advisory, LLC 7.53% Add +1.8% 109,016 $44.3M
Culbertson A N & Co. Inc. 7.69% Add +0.2% 108,234 $44.0M
Gulf International Bank (UK) Ltd 1.11% Reduce -3.6% 107,809 $43.9M
Citadel Investment Advisory, Inc. 24.97% Reduce -0.0% 107,719 $43.8M
Saybrook Capital 12.34% Reduce -2.3% 107,121 $43.6M
Portland Investment Counsel Inc. 15.67% Add +2.7% 106,908 $43.5M
KBC Group NV 0.13% Add +2.6% 106,842 $43.5M
SRB Corp. 2.57% Reduce -50.4% 106,799 $43.4M
Main Street Research LLC 2.86% Add +2.6% 106,734 $43.4M
Locust Wood Capital Advisers, LLC 1.60% Reduce -24.2% 106,347 $43.3M
Philadelphia Trust Co. 3.33% Add +1.4% 105,216 $42.8M
Bank Julius Baer & Co. Ltd, Zurich 0.16% Reduce -8.8% 93,706 $42.4M
Securian Asset Management, Inc. 1.24% Reduce -2.9% 104,098 $42.3M
Whittier Trust Co. of Nevada Inc. 1.17% Add +0.9% 103,840 $42.2M
Ironvine Capital Partners, LLC 4.61% Reduce -3.6% 103,512 $42.1M
Wintrust Investments LLC 3.42% Reduce -0.6% 103,227 $42.0M
Sfmg, LLC 3.65% Add +1.2% 103,050 $41.9M
Grandfield & Dodd, LLC 2.65% Reduce -0.6% 102,816 $41.8M
Magellan Asset Management Ltd 0.40% No change 102,472 $41.7M
Louisiana State Employees Retirement System 0.80% Reduce -3.3% 102,400 $41.7M
Ancora Advisors LLC 1.03% Reduce -0.6% 101,950 $41.5M
Exencial Wealth Advisors, LLC 1.56% Reduce -6.0% 101,838 $41.4M
CapWealth Advisors, LLC 5.24% Reduce -13.6% 101,831 $41.4M
Farmers & Merchants Investments Inc. 1.38% Add +2.8% 101,765 $41.4M
PGGM Investments 0.59% Reduce -14.9% 101,259 $41.2M
Choreo, LLC 0.69% Add +63.0% 101,471 $41.1M
Templeton & Phillips Capital Management, LLC 36.44% Add +0.0% 100,974 $41.1M
Cullen Investment Group, LTD. 6.52% Reduce -3.2% 100,538 $40.9M
Defender Capital, LLC. 13.97% Add +1.7% 100,530 $40.9M
Foundation Resource Management Inc. 6.52% Reduce -1.0% 100,331 $40.8M
Modera Wealth Management, LLC 0.60% Reduce -1.9% 99,857 $40.6M
B. Metzler seel. Sohn & Co. AG 0.39% Reduce -0.4% 98,946 $40.3M
Avalon Trust Co 3.19% Reduce -0.0% 98,926 $40.2M
Bokf, NA 0.71% Add +7.4% 97,098 $39.5M
Matthew Goff Investment Advisor, LLC 8.00% Reduce -0.2% 96,377 $39.2M
Lincoln Capital LLC 8.72% Reduce -1.0% 96,044 $39.1M
Mirae Asset Global Investments Co., Ltd. 0.19% Reduce -64.2% 95,337 $38.9M
Grand Jean Capital Management Inc. 9.69% Add +0.1% 95,606 $38.9M
Allen Capital Group, LLC 5.47% Reduce -2.0% 95,493 $38.8M
First Nebraska Trust Co 3.99% Reduce -1.0% 95,178 $38.7M
Generate Investment Management Ltd 2.81% Reduce -21.9% 95,077 $38.7M
Daiichi Life Insurance Co., Ltd. 0.94% Reduce -0.5% 95,009 $38.6M
Smith Salley Wealth Management 2.77% Add +4.9% 95,002 $38.6M
Associated Banc-Corp 1.20% Add +2.0% 94,739 $38.5M
WealthPLAN Partners, LLC 4.14% Add +0.5% 94,733 $38.5M
Rwa Wealth Partners, LLC 0.51% Reduce -2.5% 94,482 $38.4M
Regions Financial Corp. 0.29% Reduce -2.8% 93,858 $38.2M
Front Street Capital Management, Inc. 7.32% Reduce -2.3% 92,087 $38.2M
Western Wealth Management, LLC 2.83% Reduce -4.0% 93,668 $38.1M
MBB Public Markets I LLC 0.79% Add +1478.6% 93,629 $38.1M
Tower Research Capital LLC (TRC) 0.64% Add +57.6% 93,620 $38.1M
Nitorum Capital, L.P. 4.15% Reduce -7.8% 93,533 $38.0M
First Citizens Bank & Trust Co. 0.71% Add +1.5% 93,131 $37.9M
Virtu Financial LLC 2.62% Reduce -65.4% 92,212 $37.5M
Graves Light Lenhart Wealth, Inc. 4.29% Add +0.0% 92,546 $37.5M
New Mexico Educational Retirement Board 1.30% No change 91,657 $37.3M
Unigestion Holding SA 2.05% Add +74.0% 104,481 $37.3M
Gratus Capital, LLC 1.50% Add +6.2% 91,602 $37.3M
American Financial Advisors, LLC 5.30% Add +4.1% 91,546 $37.2M
Ervin Investment Management, LLC 25.76% Reduce -2.9% 91,374 $37.2M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.56% New 91,097 $37.1M
Silvercrest Asset Management Group LLC 0.25% Reduce -2.0% 90,316 $36.7M
Orion Porfolio Solutions, LLC 0.39% Reduce -2.3% 90,058 $36.6M
Orion Portfolio Solutions, LLC 0.39% Reduce -2.3% 90,058 $36.6M
Capula Management Ltd 0.41% Add +11365.0% 90,000 $36.6M
JFS Wealth Advisors, LLC 2.87% Reduce -1.4% 89,586 $36.4M
Teewinot Capital Advisers, L.L.C. 3.59% Reduce -16.3% 89,560 $36.4M
Fulton Breakefield Broenniman LLC 2.68% Reduce -0.8% 89,255 $36.3M
Nations Financial Group Inc, /Ia/ 2.96% Reduce -2.1% 89,212 $36.3M
Greenbrier Partners Capital Management, LLC 2.98% No change 88,929 $36.2M
GAMCO Investors 0.39% Reduce -1.0% 88,160 $35.9M
Cobblestone Capital Advisors LLC 2.20% Add +2.7% 87,976 $35.8M
Solitude Financial Services 16.60% Add +8.7% 87,836 $35.7M
Lee Financial Co 5.81% Reduce -1.4% 87,419 $35.6M
Eubel Brady & Suttman Asset Management Inc. 5.70% Reduce -4.2% 87,256 $35.5M
Johnson Investment Counsel Inc. 0.37% Reduce -0.8% 86,968 $35.4M
Spinnaker Trust 2.26% Reduce -1.0% 86,814 $35.3M
True North Advisors, LLC 9.36% Reduce -2.6% 86,161 $35.1M
Capitolis Liquid Global Markets LLC 0.43% Add +139.7% 85,801 $34.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% Add +4.5% 85,706 $34.8M
SP Asset Management LLC 3.14% Reduce -3.2% 84,851 $34.5M
Sandy Spring Bank 1.52% Add +15.6% 84,585 $34.4M
Private Wealth Partners, LLC 2.58% Add +1.2% 84,483 $34.4M
Natixis Investment Managers International 2.56% Reduce -3.6% 84,420 $34.3M
Baskin Financial Services Inc. 2.93% Add +1.6% 84,212 $34.3M
Motley Fool Asset Management LLC 2.25% Add +31.1% 83,828 $34.0M
Constant Guidance Financial LLC 35.10% Add +9.3% 83,227 $33.9M
Sprott Inc. 2.51% Reduce -1.8% 83,060 $33.8M
Assetmark, Inc. 0.10% Add +3.8% 83,032 $33.8M
Atria Investments, Inc 0.44% Reduce -5.5% 82,653 $33.6M
Adams Diversified Equity Fund, Inc. 1.15% No change 82,643 $33.6M
Reik & Co., LLC 8.66% Add +0.2% 82,391 $33.5M
Independent Advisor Alliance 1.14% Add +6.4% 82,167 $33.4M
Texas Yale Capital Corp. 1.59% Reduce -0.1% 82,127 $33.4M
W1M Investment Management Ltd 0.63% Reduce -2.8% 81,827 $33.3M
Boston Trust Walden Corp 0.25% Reduce -0.4% 81,529 $33.2M
Strata Wealth Advisors, LLC 11.40% Reduce -0.4% 81,368 $33.1M
DE Burlo Group Inc. 4.38% Add +0.1% 80,120 $32.6M
Bard Financial Services, Inc. 3.37% Reduce -0.1% 80,065 $32.6M
Investment Management Corp of Ontario 0.88% Add +12.7% 79,883 $32.5M
Whitegate Investment Counselors, Inc. 9.22% Add +0.4% 79,830 $32.5M
Freestone Capital Holdings, LLC 1.16% Add +3.2% 79,631 $32.4M
LGT Group Foundation 0.51% Add +6.8% 78,986 $32.1M
Cadinha & Co. LLC 5.95% Reduce -0.6% 78,819 $32.1M
Rockland Trust Co. 1.68% Reduce -17.1% 78,327 $31.9M
Prospector Partners LLC 3.77% No change 78,310 $31.9M
OMERS ADMINISTRATION Corp 0.31% New 77,870 $31.7M
Hoylecohen, LLC 2.39% Add +0.1% 77,783 $31.6M
Alaska Permanent Fund Corp 0.47% Add +0.3% 72,068 $31.6M
Bank Pictet & Cie (Europe) AG 0.77% Add +2.1% 77,213 $31.4M
Merit Financial Group, LLC 0.69% Add +4.4% 77,140 $31.4M
White Pine Investment CO 9.21% Reduce -2.1% 77,037 $31.3M
Bell & Brown Wealth Advisors, LLC 11.94% No change 1,408 $31.2M
Destination Wealth Management 1.03% Reduce -0.2% 76,498 $31.1M
Arthur M. Cohen & Associates, LLC 5.70% Add +0.6% 76,447 $31.1M
Sprucegrove Investment Management Ltd. 1.61% Add +0.8% 76,225 $31.0M
GMO 0.10% Add +804.5% 76,223 $31.0M
YHB Investment Advisors, Inc. 2.66% Reduce -0.4% 75,998 $30.9M
Parallel Advisors, LLC 0.79% Add +0.3% 75,990 $30.9M
Crossmark Global Holdings, Inc. 0.60% Reduce -2.7% 75,979 $30.9M
Red Door Wealth Management, LLC 5.45% Add +1.4% 75,932 $30.9M
Hutchinson Capital Management 6.30% Add +0.1% 75,701 $30.8M
D'Orazio & Associates, Inc. 4.73% Reduce -0.3% 75,643 $30.8M
Lawson Kroeker Investment Management Inc. 5.95% Reduce -0.0% 75,590 $30.8M
Dakota Wealth Management 0.72% Reduce -1.0% 75,305 $30.6M
Braun Stacey Associates Inc. 1.18% Add +1.6% 75,120 $30.6M
SpiderRock Advisors, LLC 0.80% Add +18.8% 74,807 $30.4M
Kanawha Capital Management LLC 2.38% Add +6.9% 74,771 $30.4M
Mill Capital Management, LLC 2.51% Add +6.3% 74,573 $30.3M
MassMutual Private Wealth & Trust, FSB 0.92% Add +0.6% 74,459 $30.3M
Aptus Capital Advisors, LLC 0.57% Add +17.9% 73,959 $30.1M
Intech Investment Management LLC 0.37% Reduce -23.3% 73,781 $30.0M
PYA Waltman Capital, LLC 11.01% Reduce -1.1% 73,735 $30.0M
Metis Global Partners, LLC 1.03% Reduce -1.7% 73,466 $29.9M
United Community Bank 12.08% Add +0.5% 73,458 $29.9M
Guggenheim Capital LLC 0.21% Reduce -18.1% 72,973 $29.7M
Gotham Asset Management 0.38% Add +14.4% 72,632 $29.5M
Wharton Business Group, LLC 1.52% Reduce -0.2% 72,567 $29.5M
Live Oak Private Wealth LLC 5.07% Reduce -1.7% 72,514 $29.5M
Painted Porch Advisors LLC 16.54% Add +6.0% 71,955 $29.3M
Stephens Inc. 0.45% Add +1.7% 71,796 $29.2M
LGT Fund Management Co Ltd. 3.64% Add +272.6% 71,711 $29.2M
BNP Paribas 1.46% Reduce -10.7% 71,480 $29.1M
DHK Financial Advisors, Inc. 20.21% New 71,158 $28.9M
Brandes Investment Partners, LP 0.36% Reduce -24.8% 70,970 $28.9M
Nichols & Pratt Advisers LLP 1.94% Reduce -1.2% 70,666 $28.7M
B. Riley Wealth Advisors, Inc. 0.73% Reduce -9.4% 70,572 $28.7M
NWF Advisory Services Inc. 4.56% Add +1.7% 70,451 $28.7M
Rakuten Investment Management, Inc. 0.19% Add +57.6% 70,214 $28.6M
J. L. Bainbridge & Co., Inc. 2.86% Add +1.5% 70,240 $28.6M
Signaturefd, LLC 0.58% Add +2.8% 69,901 $28.4M
Bryn Mawr Trust Advisors, LLC 1.56% Add +1.5% 69,718 $28.4M
Rbo & Co. LLC 5.03% Reduce 0.0% 69,248 $28.2M
Man Group plc 0.08% Add +1.4% 68,900 $28.0M
Glenview Trust Co 0.56% Add +1.7% 68,866 $28.0M
Edmond DE Rothschild Holding S.A. 0.48% Reduce -4.3% 68,641 $27.9M
Country Club Bank 1.94% Reduce -2.1% 68,394 $27.9M
Swiss Life Asset Management Ltd 0.33% Add +26.1% 68,443 $27.8M
Professional Advisory Services Inc. 3.49% Reduce -0.1% 68,116 $27.7M
Cornerstone Advisors, LLC 1.13% Reduce -4.6% 68,100 $27.7M
LMCG Investments, LLC 1.61% Reduce -0.7% 67,925 $27.6M
Albion Financial Group 2.07% Reduce -0.1% 67,564 $27.5M
ExodusPoint Capital Management, LP 0.30% New 67,449 $27.4M
Thompson Siegel & Walmsley LLC 0.44% Reduce -1.0% 67,353 $27.4M
Arkfeld Wealth Strategies, L.L.C. 13.89% Add +4.9% 66,914 $27.4M
Choate Investment Advisors 0.72% Reduce -1.2% 67,098 $27.3M
LSV Asset Management 0.06% Reduce -14.3% 67,020 $27.3M
Gabelli Funds LLC 0.21% Add +1.4% 67,000 $27.3M
Pecaut & Co. 10.33% Reduce -2.6% 66,939 $27.2M
Becker Capital Management Inc. 0.93% Reduce -1.0% 66,932 $27.2M
Security National Bank 3.94% Add +0.7% 66,754 $27.2M
Aspiriant, LLC 1.10% Reduce -4.0% 66,531 $27.1M
Baker Ellis Asset Management LLC 4.05% Reduce -0.0% 66,122 $26.9M
Simplicity Wealth,LLC 0.61% Reduce -1.5% 65,897 $26.8M
Townsquare Capital LLC 0.37% Add +15.0% 65,840 $26.8M
Rothschild Investment LLC 1.85% Reduce -0.3% 65,444 $26.6M
Stratos Wealth Partners, LTD. 0.43% Add +0.5% 65,252 $26.5M
Menlo Advisors LLC 14.71% Reduce -0.4% 65,169 $26.5M
Schaper Benz & Wise Investment Counsel Inc. 2.29% Reduce -1.4% 65,107 $26.5M
Sowell Financial Services LLC 1.26% Reduce -0.7% 64,811 $26.4M
Steginsky Capital LLC 6.05% Reduce -3.7% 64,766 $26.3M
Torray Investment Partners LLC 3.91% Add +0.4% 64,385 $26.2M
Pinnacle Financial Partners Inc 0.56% Add +4.0% 63,428 $26.1M
ProVise Management Group, LLC 2.21% Add +3.3% 63,759 $25.9M
Shufro Rose & Co. LLC 2.12% Reduce -1.0% 63,735 $25.9M
Integrated Wealth Concepts LLC 0.35% Add +6.3% 63,520 $25.8M
Apollon Wealth Management, LLC 0.79% Reduce -0.3% 63,492 $25.8M
Jefferies Financial Group Inc. 0.55% New 63,425 $25.8M
Poehling Capital Management, INC. 7.06% Reduce -1.0% 63,389 $25.8M
M&R Capital Management Inc. 6.13% Reduce -0.3% 63,214 $25.7M
Ferguson Wellman Capital Management, Inc. 0.52% Reduce -0.9% 62,927 $25.6M
Norinchukin Bank, The 0.73% Add +6.9% 62,881 $25.6M
Zuckerman Investment Group, LLC 2.95% Add +0.1% 62,790 $25.5M
Nwam LLC 7.46% Add +25.3% 62,407 $25.4M
American National Bank & Trust 3.13% Add +9.1% 61,776 $25.1M
Boston Family Office LLC 1.81% Reduce -0.2% 61,651 $25.1M
Focus Financial Network, Inc. 1.07% Add +2.0% 56,272 $25.1M
NEOS Investment Management LLC 1.03% Add +33.3% 61,365 $25.0M
Callahan Advisors, LLC 2.60% Reduce -1.8% 61,351 $25.0M
One Charles Private Wealth Services, LLC 10.38% Add +11.3% 61,344 $25.0M
Sittner & Nelson, LLC 12.21% Reduce -0.8% 60,938 $24.8M
UniSuper Management Pty Ltd 0.20% Add +193.0% 60,621 $24.7M
Hendley & Co. Inc. 8.83% Add +0.3% 60,456 $24.6M
Foster Dykema Cabot & Partners, LLC 2.18% Add +0.1% 59,798 $24.3M
Perigon Wealth Management, LLC 0.71% Add +2.9% 59,760 $24.3M
Ycg, LLC 1.98% No change 59,560 $24.2M
Cabot Wealth Management Inc. 3.17% Reduce -1.5% 59,506 $24.2M
Citizens Financial Group Inc. 0.54% Add +19.0% 59,366 $24.2M
Sapient Capital LLC 0.50% Add +0.3% 59,354 $24.1M
Greenwood Gearhart LLC 2.27% Add +0.6% 59,220 $24.1M
Sierra Capital LLC 3.22% Reduce -12.5% 59,189 $24.1M
Westchester Capital Management, Inc. 6.07% Reduce -0.5% 59,106 $24.0M
First National Trust Co 0.99% Add +0.0% 59,093 $24.0M
Carret Asset Management, LLC 2.80% Reduce -0.2% 58,997 $24.0M
Wolverine Trading, LLC 0.39% Reduce -41.0% 58,991 $24.0M
Roberts Glore & Co. Inc. 7.24% Reduce -0.7% 58,979 $24.0M
First Trust Direct Indexing L.P. 1.48% Add +16.2% 58,971 $24.0M
First Trust Investment Solutions L.P. 3.37% Add +1.6% 58,840 $23.9M
Cary Street Partners Investment Advisory LLC 0.96% Add +5.5% 58,691 $23.9M
Kentucky Retirement Systems Insurance Trust Fund 1.61% Reduce -2.8% 58,392 $23.8M
Gradient Investments LLC 0.53% Add +11.0% 58,214 $23.7M
Advisory Services Network, LLC 0.49% Add +10.4% 58,031 $23.6M
Beaumont Financial Advisors, LLC 1.89% Add +0.9% 57,963 $23.6M
Tidal Investments LLC 0.33% Add +33.7% 57,952 $23.6M
Nicolet Advisory Services, LLC 2.25% Add +1.2% 56,782 $23.5M
Northwestern Mutual Investment Management Company, LLC 0.61% Reduce -0.2% 57,613 $23.4M
Caprock Group, LLC 0.95% Add +67.0% 57,557 $23.4M
Beese Fulmer Investment Management, Inc. 2.13% Add +0.6% 57,508 $23.4M
Ameritas Advisory Services, LLC 0.88% Add +3.0% 57,459 $23.4M
Georgetown University 7.69% No change 57,192 $23.3M
Clear Harbor Asset Management, LLC 2.03% Reduce -0.3% 57,014 $23.2M
Pallas Capital Advisors LLC 1.04% Add +3.9% 52,465 $23.2M
Black Point Wealth Management 23.95% — 56,820 $23.1M
Unconventional Investor, LLC 16.19% Reduce -1.2% 56,494 $23.0M
Wedbush Securities Inc. 0.82% Reduce -0.9% 56,383 $22.9M
Allianz SE 0.67% Add +0.3% 56,128 $22.8M
Avity Investment Management Inc. 1.83% Reduce -2.6% 55,858 $22.7M
Fiduciary Group, LLC 2.45% Reduce -0.8% 55,853 $22.7M
Elkhorn Partners Limited Partnership 15.62% Add +0.3% 55,770 $22.7M
WoodTrust Financial Corp 3.52% Reduce -0.4% 55,651 $22.6M
Hunter Perkins Capital Management, LLC 4.73% Add +4.0% 55,358 $22.5M
Van Den Berg Management I, Inc. 6.64% Reduce -2.7% 54,967 $22.4M
Diversified Trust Co. 0.63% Add +2.4% 54,902 $22.3M
Novare Capital Management LLC 2.01% Reduce -1.4% 54,882 $22.3M
Pacific Global Investment Management Co. 4.24% Reduce -0.3% 54,837 $22.3M
Park Avenue Securities LLC 0.27% Add +9.3% 54,802 $22.3M
Kathleen S. Wright Associates Inc. 10.18% Reduce -2.2% 54,009 $22.2M
Sigma Planning Corp 0.70% Add +0.9% 54,441 $22.1M
Chicago Capital, LLC 0.66% Add +6.0% 54,395 $22.1M
Insigneo Advisory Services, LLC 2.49% Reduce -6.4% 53,465 $22.1M
CI Investments Inc. 0.09% Reduce -6.7% 54,347 $22.1M
Lazard Freres Gestion S.A.S. 0.51% Add +10.2% 54,184 $22.1M
Concurrent Investment Advisors, LLC 0.73% Add +16.6% 54,171 $22.0M
RMR Capital Management, LLC 20.08% Reduce -0.2% 54,073 $22.0M
Knights of Columbus Asset Advisors LLC 1.43% Add +1.6% 54,001 $22.0M
Greenline Partners, LLC 3.34% Add +12.8% 54,175 $22.0M
Cim, LLC 3.29% Reduce -0.6% 47,143 $21.9M
OneDigital Investment Advisors LLC 0.27% Add +33.0% 53,736 $21.9M
Pioneer Trust Bank N A 5.90% Add +0.4% 53,710 $21.8M
GHP Investment Advisors, Inc. 1.08% Add +0.2% 53,273 $21.7M
Harbor Investment Advisory, LLC 2.26% Reduce -0.2% 223,395 $21.7M
Progeny 3, Inc. 2.08% No change 53,239 $21.7M
Satovsky Asset Management LLC 5.19% Reduce -0.7% 53,112 $21.6M
Bleakley Financial Group, LLC 0.62% Reduce -3.7% 52,549 $21.4M
J.W. Cole Advisors, Inc. 1.01% Add +10.1% 52,521 $21.4M
First National Bank of Omaha 1.40% Add +20.1% 52,373 $21.3M
Jupiter Asset Management Ltd. 0.20% Reduce -1.6% 52,339 $21.3M
U.S. Capital Wealth Advisors, LLC 0.81% Reduce -9.4% 52,225 $21.2M
Account Management LLC 24.00% Reduce -2.3% 52,023 $21.2M
Mediolanum International Funds Ltd 0.35% Reduce -19.4% 55,511 $21.1M
Wealthspire Advisors, LLC 0.27% Add +1.1% 51,880 $21.1M
Ramsay, Stattman, Vela & Price, Inc. 3.98% Add +0.1% 51,716 $21.0M
Henshaw Capital LLC 0.95% No change 51,650 $21.0M
WP Advisors, LLC 6.68% Reduce -0.9% 51,462 $20.9M
Suncoast Equity Management 2.31% Add +1.9% 51,352 $20.9M
Franklin Street Advisors Inc. 1.49% Add +4.3% 51,188 $20.8M
Savant Capital, LLC 0.21% Reduce -0.6% 51,155 $20.8M
United Services Automobile Association 0.53% Reduce -5.9% 51,093 $20.8M
Valmark Advisers, Inc. 0.35% Add +7.0% 50,866 $20.7M
Eagle Capital Management LLC 0.08% No change 50,820 $20.7M
Sculati Wealth Management, LLC 8.85% Reduce -0.8% 50,685 $20.6M
Absher Wealth Management, LLC 2.89% Reduce -1.5% 50,643 $20.6M
Axiom Advisory, LLC 0.22% Add +6200.0% 50,148 $20.5M
Community Trust & Investment Co. 1.39% Reduce -1.9% 50,174 $20.4M
Bahl & Gaynor LLC 0.11% Add +1.5% 50,093 $20.4M
Prio Wealth Limited Partnership 0.61% Reduce -0.4% 50,065 $20.4M
Fairholme Capital Management 1.46% Add +2.0% 49,952 $20.3M
Burney Co./ 0.77% Reduce -2.6% 49,813 $20.3M
HighPoint Advisor Group LLC 1.21% Add +4.4% 45,852 $20.2M
Ridgewood Investments LLC 10.12% Reduce -2.6% 49,649 $20.2M
Bridgeway Capital Management, LLC 0.47% Reduce -35.0% 49,509 $20.1M
Violich Capital Management, Inc. 2.72% Add +2.2% 49,500 $20.1M
Stephenson & Company, Inc. 14.87% Reduce -3.3% 49,326 $20.1M
ORG Partners LLC 2.49% Add +655.1% 49,258 $20.0M
Baltimore-Washington Financial Advisors, Inc. 1.17% Add +23.9% 48,969 $19.9M
Beacon Financial Group 2.27% Reduce -0.6% 48,865 $19.9M
Unison Asset Management LLC 10.03% Add +7.2% 48,728 $19.8M
Motley Fool Wealth Management, LLC 1.01% Add +1.9% 48,614 $19.8M
Lee Johnson Capital Management, LLC 10.07% Add +5.0% 48,527 $19.7M
Mirador Capital Partners LP 3.71% Add +2.0% 48,469 $19.7M
Daymark Wealth Partners, LLC 0.90% Add +18.2% 48,315 $19.7M
Focus Partners Advisor Solutions, LLC 0.52% Add +1.1% 48,262 $19.6M
QVT Financial LP 1.91% No change 47,946 $19.5M
Empirical Finance, LLC 1.22% Reduce -7.4% 47,930 $19.5M
GTS Securities LLC 0.40% Add +59.4% 47,634 $19.4M
Capital Investment Advisors, LLC 0.44% Add +0.3% 47,611 $19.4M
Snowden Capital Advisors LLC 0.58% Reduce -0.1% 47,568 $19.4M
Synovus Financial Corp. 0.26% Add +1.2% 47,532 $19.3M
Dynamic Advisor Solutions LLC 0.61% Add +2.1% 47,432 $19.3M
Borer Denton & Associates, Inc. 6.98% Add +0.0% 47,268 $19.2M
Pekin Hardy Strauss, Inc. 2.64% Reduce -2.4% 47,108 $19.2M
Brookstone Capital Management 0.32% Reduce -0.9% 42,947 $19.1M
Beacon Financial Planning, Inc. 13.00% Reduce -2.3% 47,043 $19.1M
Wills Financial Group, Inc. 8.78% Add +0.3% 46,863 $19.1M
Belpointe Asset Management LLC 1.33% Reduce -2.7% 46,837 $19.1M
Thoroughbred Financial Services, LLC 1.27% Add +33.4% 46,658 $19.0M
CW Advisors, LLC 0.30% Add +226.3% 46,547 $18.9M
Geneos Wealth Management Inc. 0.84% Add +5.8% 46,437 $18.9M
Harbour Trust & Investment Management Co 2.25% Reduce -1.3% 46,410 $18.9M
Jacobs Levy Equity Management, Inc. 0.08% Add +69.4% 46,337 $18.8M
Verition Fund Management LLC 0.16% Reduce -76.8% 46,261 $18.8M
Waldron Private Wealth LLC 0.84% Reduce -0.2% 46,250 $18.8M
Coldstream Capital Management Inc. 0.46% Add +1.8% 46,143 $18.8M
Susquehanna Fundamental Investments, LLC 0.43% New 46,100 $18.8M
Mather Group, Llc. 0.23% Add +44.8% 44,263 $18.6M
Weik Capital Management 7.95% Reduce -2.7% 45,675 $18.6M
Monterey Private Wealth, Inc. 6.93% Add +0.6% 45,573 $18.5M
Jump Financial, LLC 0.38% Add +63.0% 45,525 $18.5M
IFP Advisors, Inc 0.73% Add +1.3% 45,243 $18.4M
Horizon Kinetics Asset Management LLC 0.33% Reduce -0.8% 45,121 $18.4M
Neville Rodie & Shaw Inc. 1.39% Reduce -16.5% 45,111 $18.4M
Banyan Capital Management, Inc. 11.08% Reduce -0.9% 45,094 $18.3M
Great Valley Advisor Group, Inc. 0.51% Add +7.2% 44,788 $18.2M
Accredited Investors Inc. 1.14% Add +3.2% 44,737 $18.2M
Fiduciary Alliance LLC 2.95% Add +4.0% 44,638 $18.2M
Robertson Stephens Wealth Management, LLC 0.95% Reduce -0.3% 44,653 $18.2M
White Knight Strategic Wealth Advisors, LLC 18.10% Add +0.1% 44,607 $18.1M
Vantage Wealth 4.18% Reduce -0.8% 44,515 $18.1M
W.G. Shaheen & Associates DBA Whitney & Co 2.08% Add +0.1% 44,471 $18.1M
Argent Trust Co 0.80% Add +3.5% 44,361 $18.0M
Townsend & Associates, Inc 2.00% Add +2.0% 41,191 $18.0M
Aldebaran Capital, LLC 16.74% Reduce -0.7% 44,052 $17.9M
RB Capital Management, LLC 4.78% Add +1.8% 43,977 $17.9M
CORDA Investment Management, LLC. 1.45% Add +0.1% 43,859 $17.8M
Haverford Trust Co 0.19% Add +2.1% 43,565 $17.7M
FineMark National Bank & Trust 0.65% Reduce -3.0% 43,365 $17.6M
Harris Associates (Oakmark Funds) 0.03% Reduce -5.9% 43,313 $17.6M
WCG Wealth Advisors LLC 1.30% Add +1.0% 43,051 $17.5M
Banco Santander, S.A. 0.22% Reduce -8.2% 43,030 $17.5M
Cornerstone Advisory, LLC 2.46% Reduce -1.7% 42,931 $17.5M
TLW Wealth Management, LLC 10.88% Reduce -0.7% 42,929 $17.5M
Burns J W & Co. Inc. 2.35% Add +0.5% 42,865 $17.4M
East Coast Asset Management, LLC. 6.31% Reduce -2.9% 42,686 $17.4M
Mendota Financial Group, LLC 9.25% Reduce -1.4% 42,431 $17.3M
Hollow Brook Wealth Management LLC 5.86% Reduce -2.8% 42,406 $17.3M
Raymond James Trust N.A. 0.40% Add +11.4% 42,284 $17.2M
NorthRock Partners, LLC 0.65% Add +2.9% 42,252 $17.2M
Financial Security Advisor, Inc. 5.75% Add +0.5% 42,160 $17.2M
Dupree Financial Group, LLC 8.27% Reduce -17.4% 41,967 $17.1M
Edge Wealth Management LLC 3.59% Reduce -1.9% 41,933 $17.1M
Punch & Associates Investment Management, Inc. 1.00% Add +0.5% 41,812 $17.0M
Arete Wealth Advisors, LLC 1.39% Add +4.0% 41,716 $17.0M
Riverview Capital Advisers, LLC 5.72% Reduce -0.6% 41,711 $17.0M
Buckley Wealth Management, LLC 5.33% Add +0.2% 41,376 $16.8M
BLB&B Advisors, LLC 0.92% Add +117.4% 41,368 $16.8M
Amica Mutual Insurance Co. 1.67% No change 41,216 $16.8M
Massachusetts Financial Services Co. 0.01% Reduce -0.1% 41,029 $16.7M
Moran Wealth Management, LLC 0.55% Add +216.1% 41,023 $16.7M
Stolper Co 5.86% Add +1.9% 40,889 $16.6M
Kiley Juergens Wealth Management, LLC 4.62% Add +0.6% 40,884 $16.6M
Pinnacle Wealth Management Advisory Group, LLC 1.72% Reduce -1.0% 40,872 $16.6M
Solidarity Wealth, LLC 5.04% Add +31.5% 40,846 $16.6M
Hi-Line Capital Management, LLC 6.97% Reduce -13.4% 40,801 $16.6M
Cahill Financial Advisors Inc. 2.26% Add +1.6% 40,625 $16.5M
Simplex Trading, LLC 0.53% Reduce -7.0% 40,510 $16.5M
Koa Wealth Management, LLC 13.86% Reduce -0.4% 40,318 $16.4M
Anchor Capital Advisors LLC 0.46% Reduce -0.3% 40,256 $16.4M
Fragasso Financial Advisors Inc 1.34% Reduce -5.0% 40,098 $16.3M
Well Done, LLC 3.38% Add +3.8% 40,032 $16.3M
Brighton Jones LLC 0.54% Add +8.0% 39,926 $16.2M
Essex Financial Services, Inc. 1.20% Add +16.0% 37,515 $16.2M
NBT Bank, N.A. 1.16% Reduce -15.1% 39,726 $16.2M
N.E.W. Advisory Services LLC 1.72% Reduce -1.0% 39,278 $16.0M
Eagle Ridge Investment Management 1.47% Reduce -1.0% 39,145 $15.9M
Kavar Capital Partners Group, LLC 2.87% Add +0.5% 40,286 $15.9M
Kingsview Wealth Management, LLC 0.38% Add +3.6% 39,086 $15.9M
Sterling Investment Management, LLC 12.04% Add +54.1% 38,936 $15.8M
Trinity Financial Advisors LLC 7.09% Add +1.7% 38,927 $15.8M
Ashburton (Jersey) Ltd 6.69% — 39,080 $15.8M
Financial Avengers, Inc. 8.41% Reduce -90.2% 38,923 $15.8M
Hudson Value Partners, LLC 6.69% Reduce -1.3% 38,881 $15.8M
ABN AMRO Bank N.V. 0.24% Reduce -25.8% 38,530 $15.8M
Tennessee Valley Asset Management Partners 2.96% Add +0.7% 38,806 $15.8M
Epacria Capital Partners, LLC 11.64% No change 38,760 $15.8M
Columbia Asset Management 2.92% Add +0.7% 38,542 $15.7M
Exchange Capital Management, Inc. 2.54% Reduce -3.9% 38,382 $15.6M
BTG Pactual Asset Management US LLC 3.89% — 38,203 $15.5M
Muhlenkamp & Co. Inc. 4.84% Reduce -0.1% 38,142 $15.5M
Longbow Finance SA 1.60% Reduce -4.8% 38,039 $15.5M
Principal Securities, Inc. 0.43% Add +10.0% 38,024 $15.5M
Ballentine Partners, LLC 0.29% Add +0.5% 37,986 $15.5M
Atlantic Union Bankshares Corp 0.96% Add +192.8% 37,960 $15.4M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3.96% Add +2.8% 37,508 $15.3M
Steele Capital Management, Inc. 0.85% Add +0.7% 37,475 $15.2M
Evergreen Capital Management LLC 0.55% Add +0.5% 37,467 $15.2M
Bar Harbor Wealth Management 1.01% Reduce -3.1% 37,406 $15.2M
Venture Visionary Partners LLC 0.71% Add +1.5% 37,337 $15.2M
Arnhold LLC 1.60% Reduce -0.2% 37,302 $15.2M
Hayek Kallen Investment Management 5.66% Reduce -0.6% 37,296 $15.2M
Stockman Wealth Management, Inc. 2.65% Add +0.6% 37,192 $15.1M
CHURCHILL MANAGEMENT Corp 0.18% Add +0.6% 37,177 $15.1M
Asset Planning Corporation 11.28% Add +29.4% 37,069 $15.1M
Anchor Investment Management, LLC 1.54% Reduce -0.7% 36,832 $15.0M
WealthPlan Investment Management, LLC 2.27% Add +3.0% 36,805 $15.0M
IHT Wealth Management, LLC 0.55% Add +24.6% 36,387 $14.9M
Ritholtz Wealth Management 0.49% Add +2.5% 36,484 $14.8M
Level Four Advisory Services, LLC 0.66% Add +3.0% 36,157 $14.7M
Walleye Capital LLC 0.17% Reduce -38.5% 36,141 $14.7M
Summit Asset Management, LLC 1.73% Add +1.8% 36,045 $14.7M
Cypress Capital Group 1.75% Add +1.5% 35,833 $14.6M
Prospera Financial Services Inc 0.41% Add +7.5% 35,807 $14.6M
Osborne Partners Capital Management, LLC 0.87% Add +1.3% 35,666 $14.5M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2.35% Reduce -2.9% 35,599 $14.5M
Intrinsic Value Partners, LLC 15.03% Reduce -2.8% 35,442 $14.4M
SVB Wealth LLC 0.35% Reduce -11.2% 35,249 $14.3M
Hamilton Capital Partners Inc. 1.53% Add +10.3% 35,183 $14.3M
Prudential PLC 0.10% Add +4.8% 35,142 $14.3M
Harspring Capital Management, LLC 3.61% No change 35,000 $14.2M
Inlet Private Wealth, LLC 3.90% Add +2.0% 34,992 $14.2M
GYL Financial Synergies, LLC 1.10% Reduce -1.9% 34,980 $14.2M
Farther Finance Advisors, LLC 0.69% Add +18.3% 35,115 $14.2M
M Holdings Securities, Inc. 1.84% Add +89.3% 34,888 $14.2M
Ruffer LLP 0.61% Reduce -19.7% 34,890 $14.2M
XML Financial, LLC 1.43% Reduce -0.9% 34,893 $14.2M
Pettyjohn, Wood & White, Inc. 2.75% Reduce -1.6% 34,776 $14.1M
Empowered Funds, LLC 0.24% Add +15.1% 34,732 $14.1M
Capstone Investment Advisors, LLC 0.64% Add +10.3% 34,597 $14.1M
Spire Wealth Management 0.49% Reduce -13.6% 34,351 $14.0M
O'Brien Greene & Co. Inc 4.39% Add +3.3% 34,103 $13.9M
American Trust Investment Advisors, LLC 6.73% Reduce -2.9% 34,049 $13.9M
Ledyard National Bank 1.34% Reduce -2.2% 33,925 $13.8M
Trajan Wealth LLC 0.89% Add +12.6% 33,921 $13.8M
First American Bank 1.03% Add +0.3% 33,877 $13.8M
NORTHSTAR ASSET MANAGEMENT Co 3.33% No change 33,850 $13.8M
CCM Investment Advisers LLC 1.62% Add +0.1% 33,848 $13.8M
Summit Trail Advisors, LLC 0.36% Add +13.0% 33,803 $13.8M
Dock Street Asset Management Inc. 1.92% Reduce -4.5% 33,749 $13.7M
Hollencrest Capital Management 0.60% Add +3.8% 33,746 $13.7M
WealthBridge Capital Management, LLC 4.54% Add +0.2% 33,742 $13.7M
Court Place Advisors, LLC 4.30% Reduce -3.7% 33,669 $13.7M
Wedge Capital Management L L P 0.24% Reduce -14.3% 33,664 $13.7M
Alerus Financial NA 1.02% Reduce -1.7% 33,617 $13.7M
Peak Planning Group, LLC 6.71% Add +7.4% 33,546 $13.6M
Heirloom Wealth Management 4.41% Reduce -0.1% 33,488 $13.6M
Overbrook Management Corp 3.44% Reduce -22.4% 33,455 $13.6M
Global Retirement Partners, LLC 0.42% Add +11.7% 33,288 $13.5M
Eos Management, L.P. 5.30% No change 33,250 $13.5M
TBH Global Asset Management, LLC 3.00% Reduce -10.5% 33,241 $13.5M
Rehmann Capital Advisory Group 0.97% Add +18.1% 33,226 $13.5M
Kelman-Lazarov, Inc. 2.52% Add +1.2% 33,181 $13.5M
Tokio Marine Asset Management Co. Ltd. 0.65% Add +4.4% 33,142 $13.5M
Weybosset Research & Management LLC 5.05% Reduce -12.6% 33,135 $13.5M
AlTi Global, Inc. 0.36% Add +10.3% 33,100 $13.5M
Regis Management CO LLC 4.05% No change 32,969 $13.4M
FRG Family Wealth Advisors LLC 2.57% Reduce -0.2% 31,419 $13.3M
NovaPoint Capital, LLC 4.48% Add +0.4% 32,441 $13.2M
Banque Cantonale Vaudoise 0.52% Add +1.4% 32,264 $13.1M
Palisade Capital Management, LP 0.40% Reduce -0.1% 32,202 $13.1M
First Hawaiian Bank 0.44% Reduce -4.4% 32,010 $13.0M
Regency Capital Management Inc.\DE 8.36% Add +3.4% 31,942 $13.0M
ICONIQ Capital, LLC 0.28% Add +2.1% 31,859 $13.0M
Coston, McIsaac & Partners 4.08% Add +1.4% 31,849 $13.0M
Ameritas Investment Partners, Inc. 0.44% Reduce -2.1% 31,834 $13.0M
Hutner Capital Management Inc. 7.10% Reduce -4.0% 31,820 $12.9M
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV 0.81% No change 31,780 $12.9M
Boit C F David 6.72% No change 32,728 $12.9M
Waterfront Wealth Inc. 3.50% Reduce -0.8% 31,710 $12.9M
Stratos Investment Management, LLC 1.06% Add +7.3% 31,588 $12.8M
Meiji Yasuda Asset Management Co Ltd. 0.52% Reduce -1.1% 31,573 $12.8M
Woodmont Investment Counsel LLC 1.04% Add +0.1% 31,428 $12.8M
Patton Fund Management, Inc. 2.69% Reduce -3.2% 31,374 $12.8M
Highland Capital Management, LLC 0.75% Reduce -10.8% 31,346 $12.8M
Frisch Financial Group, Inc. 3.86% Reduce -0.2% 31,319 $12.7M
Fisher Asset Management 0.01% Reduce -3.9% 31,200 $12.7M
Naman Capital Ltda 5.38% Reduce -22.0% 31,200 $12.7M
Phraction Management LLC 5.07% No change 31,121 $12.7M
Studio Investment Management LLC 2.87% Add +0.9% 30,993 $12.6M
Summit Financial Strategies, Inc. 1.57% Reduce -2.2% 30,977 $12.6M
West Coast Financial LLC 1.49% Reduce -0.1% 30,970 $12.6M
Kelleher Financial Advisors 5.17% Reduce -0.6% 30,964 $12.6M
Nomura Holdings Inc. 0.08% Add +99.9% 30,935 $12.6M
Lakeside Advisors, INC. 8.15% Reduce -1.0% 30,840 $12.5M
Moors & Cabot, Inc. 0.67% Add +7.7% 30,784 $12.5M
Greenwood Capital Associates LLC 1.64% Add +2.5% 30,642 $12.5M
Presidio Capital Management, LLC 8.71% Add +4.3% 30,635 $12.5M
Fogel Capital Management, Inc. 6.61% Reduce -1.2% 30,532 $12.4M
Telos Capital Management, Inc. 1.36% Add +2.7% 30,263 $12.3M
Twin Capital Management Inc. 1.45% Add +6.3% 30,262 $12.3M
Vident Advisory, LLC 0.34% Add +21.6% 30,243 $12.3M
Foster Victor Wealth Advisors, LLC 1.03% Add +640.6% 28,026 $12.3M
Eagle Global Advisors LLC 0.65% Reduce -0.1% 30,228 $12.3M
Keystone Financial Group 4.46% Add +0.9% 30,200 $12.3M
Segall Bryant & Hamill, LLC 0.22% Reduce -6.3% 30,188 $12.3M
Meeder Advisory Services, Inc. 0.87% Add +39.0% 30,167 $12.3M
Kemnay Advisory Services Inc. 2.55% New 30,096 $12.2M
DoubleLine ETF Adviser LP 3.22% Reduce -3.7% 30,062 $12.2M
Mizuho Markets Americas LLC 0.34% New 30,000 $12.2M
Richard Bernstein Advisors LLC 0.27% No change 29,983 $12.2M
AMG National Trust Bank 0.33% Add +28.4% 29,982 $12.2M
Delta Financial Group, Inc. 5.10% Add +0.6% 29,907 $12.2M
Mitchell Capital Management Co. 2.14% Add +6.0% 29,865 $12.1M
Elevation Point Wealth Partners, LLC 0.96% Add +2.3% 29,738 $12.1M
Allegheny Financial Group 3.47% Add +0.3% 29,716 $12.1M
Shelton Capital Management 0.33% No change 29,539 $12.0M
Glassy Mountain Advisors, Inc. 4.45% Reduce -0.4% 29,483 $12.0M
SeaCrest Wealth Management, LLC 1.36% Add +2.6% 29,393 $12.0M
Axxcess Wealth Management, LLC 0.33% Add +0.8% 29,388 $12.0M
Oxford Financial Group, LTD. LLC 0.79% Add +14.2% 29,386 $12.0M
KCM Investment Advisors LLC 0.43% Add +2.7% 29,337 $11.9M
SlateStone Wealth, LLC 1.29% Add +1.4% 29,249 $11.9M
Johnson Financial Group, Inc. 0.58% Add +139.7% 29,182 $11.9M
Meixler Investment Management, Ltd. 9.12% Reduce -2.0% 29,151 $11.9M
Banque Pictet & Cie SA 0.12% Reduce -0.8% 29,139 $11.9M
Moloney Securities Asset Management, LLC 1.72% Add +3.6% 29,058 $11.8M
Timber Creek Capital Management LLC 3.56% Add +0.4% 29,020 $11.8M
First Merchants Corp. 0.47% Reduce -2.0% 28,963 $11.8M
Clio Asset Management LLC 9.18% Add +12.1% 28,901 $11.8M
Navera Investment Management Ltd. 0.22% Reduce -15.2% 28,830 $11.7M
Covey Capital Advisors, LLC 13.52% No change 28,808 $11.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.35% Reduce -0.2% 28,648 $11.7M
Pitcairn Co. 0.71% Add +5.2% 28,590 $11.6M
Bailard, Inc. 0.32% Reduce -0.7% 28,494 $11.6M
Pictet North America Advisors SA 1.25% Add +510.4% 28,385 $11.5M
Clarity Financial LLC 1.73% Add +31.6% 28,344 $11.5M
Arkadios Wealth Advisors 0.78% Add +10.6% 28,331 $11.5M
Gladstone Institutional Advisory LLC 0.60% Add +5.5% 28,275 $11.5M
Independent Financial Group, LLC 0.46% Add +18.1% 28,274 $11.5M
Boston Financial Mangement LLC 0.37% Reduce -0.5% 28,236 $11.5M
Fulton Bank, N.A. 0.46% Add +28.3% 28,207 $11.5M
Stratos Wealth Advisors, LLC 0.57% Add +42.6% 28,172 $11.5M
Trust Co of Kansas 5.96% Reduce -4.2% 28,029 $11.4M
Strategic Blueprint, LLC 0.77% Add +1.7% 28,003 $11.4M
Berkshire Asset Management LLC 0.57% Add +51.1% 27,983 $11.4M
Means Investment Co., Inc. 1.36% Add +6.8% 27,911 $11.4M
Gryphon Financial Partners LLC 1.70% Add +3.3% 27,905 $11.4M
Baader Bank Aktiengesellschaft 0.89% Reduce -13.5% 28,277 $11.3M
DF Dent & Co. Inc. 0.15% Add +0.7% 27,855 $11.3M
K.J. Harrison & Partners Inc 1.86% Reduce -1.2% 27,808 $11.3M
Benjamin F. Edwards & Company, Inc. 0.20% Add +0.6% 27,655 $11.3M
Wilkins Investment Counsel Inc. 1.67% Add +0.7% 27,610 $11.2M
NewEdge Wealth, LLC 0.24% Reduce -15.4% 27,605 $11.2M
Silicon Valley Capital Partners 1.54% Add +10.4% 27,568 $11.2M
Community Bank & Trust, Waco, Texas 2.78% Reduce -0.2% 27,386 $11.1M
Wedmont Private Capital 0.70% Add +6.2% 26,168 $11.1M
Headlands Technologies LLC 1.18% Add +148.0% 27,243 $11.1M
Smithfield Trust Co 0.58% Reduce -1.5% 27,209 $11.1M
Compound Planning, Inc. 0.82% Add +31.7% 27,199 $11.1M
Annandale Capital, LLC 2.30% Add +1.8% 27,110 $11.0M
Private Wealth Group, LLC 5.79% Reduce -2.1% 27,100 $11.0M
Capital Analysts, LLC 0.49% Add +3.0% 27,074 $11.0M
Pittenger & Anderson Inc. 0.45% Reduce -10.5% 27,059 $11.0M
LFL Advisers, LLC 4.32% Reduce -0.7% 26,989 $11.0M
Venator Management LLC 3.31% Reduce -9.1% 26,947 $11.0M
Lake Street Advisors Group, LLC 0.53% Reduce -0.5% 26,944 $11.0M
Northside Capital Management, LLC 1.88% No change 26,924 $11.0M
PFG Advisors 0.74% Add +5.7% 26,882 $10.9M
Middleton & Co. Inc. 1.26% Reduce -3.1% 26,710 $10.9M
VELA Investment Management, LLC 3.83% Reduce -4.1% 26,621 $10.8M
Flputnam Investment Management Co. 0.20% Add +26.6% 26,594 $10.8M
Montag A & Associates Inc. 0.55% Add +0.9% 26,522 $10.8M
Wealth Architects, LLC 1.32% Reduce -0.0% 26,516 $10.8M
Raab & Moskowitz Asset Management LLC 2.93% Add +0.1% 26,504 $10.8M
Gifford Fong Associates 2.86% No change 26,500 $10.8M
HBK Sorce Advisory LLC 0.38% Add +0.0% 26,410 $10.7M
Canal Capital Management, LLC 1.83% Add +6.5% 26,404 $10.7M
Mairs & Power Inc. 0.10% Reduce -0.3% 26,379 $10.7M
Martin Investment Management, LLC 2.75% Reduce -3.4% 26,375 $10.7M
Harbor Advisory Corp. 3.71% Reduce -3.2% 26,372 $10.7M
Profund Advisors LLC 0.40% Reduce -2.8% 26,336 $10.7M
Cumberland Advisors Inc. 4.39% Reduce -3.0% 26,335 $10.7M
Fifth Third Wealth Advisors LLC 0.81% Add +186.8% 26,301 $10.7M
Beacon Investment Advisors LLC 5.47% Add +10.8% 26,243 $10.7M
Cypress Asset Management Inc. 2.75% Add +4.8% 25,616 $10.7M
JCP Investment Management, LLC 11.93% No change 26,224 $10.7M
Janney Capital Management LLC 0.75% Reduce -0.8% 26,215 $10.7M
Procyon Advisors, LLC 0.79% Add +11.5% 26,193 $10.7M
Stokes Family Office, LLC 1.25% Add +5.2% 26,160 $10.6M
Centiva Capital, LP 0.52% Add +1058.7% 26,140 $10.6M
Winch Advisory Services, LLC 3.03% Add +0.1% 26,034 $10.6M
McDaniel Terry & Co. 0.92% Reduce -0.7% 26,026 $10.6M
Asset Advisors Investment Management, LLC 1.15% Add +9.1% 26,000 $10.6M
Blue Trust, Inc. 0.14% Add +9.5% 25,141 $10.6M
Spectrum Wealth Counsel, LLC 1.34% Add +10.7% 25,936 $10.6M
Mezzasalma Advisors, LLC 4.51% Add +2.7% 25,832 $10.5M
O'Keefe Stevens Advisory, Inc. 3.51% Add +3.5% 25,812 $10.5M
Mgo One Seven LLC 0.50% Add +3.9% 25,684 $10.4M
Eldred Rock Partners, LLC 4.36% Add +4.2% 25,671 $10.4M
SWAN Capital LLC 5.68% Reduce -33.5% 25,634 $10.4M
Transcend Capital Advisors, LLC 0.75% Add +17.8% 25,586 $10.4M
Lombard Odier Asset Management (Switzerland) SA 1.06% Reduce -3.9% 25,530 $10.4M
Lockheed Martin Investment Management Co. 0.60% New 25,494 $10.4M
Vienna Asset Management LLC 8.58% Add +6.1% 25,471 $10.4M
HFR Wealth Management, LLC 2.63% Add +1.8% 25,404 $10.3M
Simon Quick Advisors, LLC 0.73% Add +2.0% 25,368 $10.3M
Vestcor Inc 0.35% Add +1.8% 25,357 $10.3M
Caldwell Trust Co 1.14% Add +4.1% 25,323 $10.3M
Summit Financial, LLC 0.47% Add +39.0% 25,303 $10.3M
TCW Group Inc. 0.09% Add +3.3% 25,233 $10.3M
Integrated Advisors Network LLC 0.53% Add +6.1% 25,154 $10.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.71% Reduce -0.9% 25,118 $10.2M
Karpas Strategies, LLC 3.20% Reduce -0.4% 25,051 $10.2M
Schechter Investment Advisors, LLC 0.77% Add +0.2% 25,030 $10.2M
Bright Rock Capital Management, LLC 2.14% Reduce -28.6% 25,000 $10.2M
Jasper Ridge Partners, L.P. 0.33% No change 25,000 $10.2M
Auxier Asset Management LLC 1.61% Reduce -0.1% 24,948 $10.1M
KMG Fiduciary Partners, LLC 1.00% Add +1.9% 24,923 $10.1M
Arlington Trust Co LLC 2.39% Add +2.7% 24,903 $10.1M
Hudock, Inc. 1.89% Add +4.9% 24,881 $10.1M
Joel Isaacson & Co., LLC 0.53% Reduce -2.9% 24,848 $10.1M
Kovack Advisors, Inc. 1.11% Add +3.0% 24,834 $10.1M
Hilltop Holdings Inc. 1.17% Reduce -3.2% 24,771 $10.1M
Phoenix Financial Ltd. 0.15% Add +67.1% 24,738 $10.1M
Vinva Investment Management Ltd 0.50% Add +2.2% 24,597 $10.0M
Searcy Financial Services Inc. 5.00% Reduce -0.2% 24,656 $10.0M
Alley Investment Management Company, LLC 1.37% Add +0.5% 24,642 $10.0M
Global Endowment Management, LP 1.06% No change 24,562 $10.0M
Entropy Technologies, LP 1.08% Add +1048.4% 24,484 $10.0M
Wilmington Savings Fund Society, FSB 0.38% Reduce -2.0% 24,453 $9.9M
Tradition Wealth Management, LLC 0.96% Reduce -0.6% 24,437 $9.9M
Carmel Capital Management L.L.C. 3.87% Add +0.1% 24,412 $9.9M
Brevan Howard Capital Management LP 0.67% New 24,397 $9.9M
Zhang Financial LLC 0.69% Add +0.1% 24,300 $9.9M
Beverly Hills Private Wealth, LLC 2.16% Add +8.1% 24,297 $9.9M
Steel Grove Capital Advisors, LLC 1.36% Reduce -14.8% 24,238 $9.9M
Point72 Asset Management 0.03% Add +324.9% 24,221 $9.9M
LexAurum Advisors, LLC 2.42% Reduce -1.1% 24,202 $9.8M
Garner Asset Management Corp 3.64% Add +2.4% 24,172 $9.8M
Coastline Trust Co 1.15% Reduce -7.2% 24,042 $9.8M
Greystone Financial Group, LLC 1.91% Add +952.1% 24,010 $9.8M
SOA Wealth Advisors, LLC. 1.96% Reduce -2.2% 23,921 $9.7M
IFG Advisory, LLC 0.62% Add +0.9% 23,887 $9.7M
Fenimore Asset Management Inc 0.21% Reduce -1.8% 23,858 $9.7M
Concentric Capital Strategies, LP 0.60% Add +9.8% 23,741 $9.7M
Seaview Investment Managers LLC 2.90% Add +9.6% 23,657 $9.6M
Leavell Investment Management, Inc. 0.53% Add +4.7% 23,631 $9.6M
Trustmark Bank Trust Department 0.77% Add +3.2% 23,624 $9.6M
First Interstate Bank 0.64% Reduce -1.9% 23,574 $9.6M
Simmons Bank 0.72% Reduce -7.9% 23,573 $9.6M
Bennett Selby Investments LP 4.30% Add +1.3% 23,520 $9.6M
SeaBridge Investment Advisors LLC 2.47% Reduce -0.6% 23,447 $9.5M
Hikari Tsushin, Inc. 0.74% Add +1.1% 23,417 $9.5M
Financial Partners Group, LLC 3.69% Reduce -3.1% 23,347 $9.5M
Bradley & Co. Private Wealth Management, LLC 7.02% Reduce -3.1% 23,327 $9.5M
Moneco Advisors, LLC 1.39% Add +17.7% 23,324 $9.5M
Buttonwood Financial Advisors Inc. 4.46% Reduce -0.6% 23,255 $9.5M
Private Advisory Group LLC 1.24% Add +2.1% 23,213 $9.4M
Walter & Keenan Wealth Management LLC /in/ 3.00% Reduce -0.6% 23,196 $9.4M
Princeton Global Asset Management LLC 2.08% Add +4.0% 23,190 $9.4M
Lorne Steinberg Wealth Management Inc. 3.04% Reduce -0.8% 23,179 $9.4M
Old North State Wealth Management, LLC 6.20% Reduce -29.9% 23,139 $9.4M
IMC-Chicago, LLC 0.30% New 23,075 $9.4M
Chronos Wealth Management, LLC 5.16% Add +1.4% 22,807 $9.3M
HUB Investment Partners, LLC 0.45% Add +4.1% 22,803 $9.3M
Principle Wealth Partners LLC 0.70% Add +0.1% 22,682 $9.2M
Excalibur Management Corp. 3.74% Add +0.3% 22,489 $9.1M
Clarius Group, LLC 0.65% Add +3.0% 22,488 $9.1M
Quadrant Capital Group LLC 0.68% Add +4.2% 22,429 $9.1M
Composition Wealth, LLC 0.22% Add +0.6% 22,400 $9.1M
Buckhead Capital Management LLC 3.08% Reduce -0.1% 22,338 $9.1M
Colonial Trust Advisors 0.87% Reduce -1.0% 22,325 $9.1M
Keeler Thomas Management LLC 3.09% Reduce -4.0% 22,287 $9.1M
Visionary Wealth Advisors 0.59% Add +53.5% 22,251 $9.1M
Intrust Bank NA 0.96% Reduce -2.4% 22,223 $9.0M
Weil Company, Inc. 3.29% Reduce -4.6% 22,194 $9.0M
Arlington Financial Advisors, LLC 1.98% Reduce -1.2% 22,181 $9.0M
Lakewood Asset Management LLC 6.29% Reduce -0.5% 22,180 $9.0M
Optiver Holding B.V. 0.17% Reduce -23.0% 22,101 $9.0M
TAGStone Capital, Inc. 5.10% Add +0.1% 22,095 $9.0M
Stone Run Capital, LLC 3.58% Reduce -8.5% 22,050 $9.0M
Bristlecone Advisors, LLC 0.76% Reduce -0.3% 22,049 $9.0M
Forvis Mazars Wealth Advisors, LLC 0.22% Reduce -2.0% 22,002 $9.0M
Cornerstone Wealth Group, LLC 0.80% Add +6.0% 21,975 $8.9M
Financial Advocates Investment Management 0.55% Reduce -2.7% 21,938 $8.9M
Citizens National Bank Trust Department 1.99% Add +0.5% 21,919 $8.9M
&partners 0.39% Add +105.4% 21,910 $8.9M
Marietta Investment Partners LLC 1.96% No change 21,893 $8.9M
Goelzer Investment Management, Inc. 0.50% Reduce -3.6% 21,876 $8.9M
Riverstone Advisors, LLC 5.44% Add +1.8% 21,745 $8.8M
L & S Advisors Inc 1.13% Add +1196.8% 21,592 $8.8M
Donaldson Capital Management, LLC 0.37% Add +3.9% 21,448 $8.7M
Park National Corp. 0.32% Add +176.3% 21,433 $8.7M
Hartline Investment Corp./ 1.17% Reduce -15.5% 21,422 $8.7M
Resonant Capital Advisors, LLC 0.70% Add +2.2% 21,317 $8.7M
Northwest & Ethical Investments L.P. 0.25% Add +74.3% 21,305 $8.7M
Graypoint LLC 0.60% Add +13.4% 21,268 $8.7M
Blackhill Capital Inc. 0.54% No change 21,244 $8.6M
Evanson Asset Management, LLC 0.63% Reduce -1.5% 21,195 $8.6M
Meritage Portfolio Management 0.54% Reduce -1.4% 21,149 $8.6M
Koss-Olinger Consulting, LLC 0.79% Add +2236.1% 21,142 $8.6M
Whalerock Point Partners, LLC 2.29% Add +1.7% 21,010 $8.5M
Delta Investment Management, LLC 1.88% Add +1.4% 20,986 $8.5M
PDS Planning, Inc 0.86% Add +0.6% 20,953 $8.5M
Reaves W H & Co. Inc. 0.29% Reduce -3.0% 20,912 $8.5M
Trust Asset Management LLC 0.72% No change 20,872 $8.5M
Regatta Capital Group, LLC 1.83% Add +1.1% 20,871 $8.5M
Jackson Square Capital, LLC 2.08% Reduce -0.3% 20,821 $8.5M
Peoples Bank 6.61% Reduce -0.3% 20,821 $8.5M
TCI Wealth Advisors, Inc. 0.80% Add +2.9% 20,813 $8.5M
SAM Advisors, LLC 3.10% Reduce -1.7% 20,812 $8.5M
Centaurus Financial, Inc. 0.56% Add +17.7% 20,798 $8.5M
Wealthcare Advisory Partners LLC 0.26% Add +6.7% 20,756 $8.4M
AlphaCore Capital LLC 2.04% Add +13.8% 20,737 $8.4M
Phoenix Wealth Advisors 4.23% Add +121.8% 20,724 $8.4M
Exchange Traded Concepts, LLC 0.21% Add +43037.5% 20,706 $8.4M
Moseley Investment Management Inc. 3.91% Add +1.2% 20,698 $8.4M
Baldwin Investment Management, LLC 1.15% Add +4.1% 20,681 $8.4M
Ashton Thomas Private Wealth, LLC 0.46% Reduce -15.2% 20,661 $8.4M
Sweeney & Michel, LLC 3.58% Add +0.1% 20,428 $8.4M
Tompkins Financial Corp. 0.88% Add +0.0% 20,591 $8.4M
Mayflower Financial Advisors, LLC 1.38% Add +0.3% 20,577 $8.4M
Corsair Capital Management, L.P. 1.40% No change 20,555 $8.4M
Heron Bay Capital Management 1.78% Reduce -16.5% 20,532 $8.4M
Brooktree Capital Management 7.14% Reduce -7.5% 20,529 $8.4M
Ar Asset Management Inc. 2.04% No change 20,518 $8.3M
Ascent Group, LLC 0.68% Add +9.3% 20,504 $8.3M
Fairfield Financial Advisors, LTD 2.46% — 20,468 $8.3M
Drive Wealth Management, LLC 2.25% Add +0.0% 20,464 $8.3M
Mill Creek Capital Advisors, LLC 0.21% Add +3.0% 20,461 $8.3M
EverSource Wealth Advisors, LLC 0.55% Add +16.1% 18,961 $8.3M
Edge Capital Group, LLC 0.40% Add +0.8% 20,397 $8.3M
Wesbanco Bank Inc. 0.31% Add +2.9% 20,395 $8.3M
Ethic Inc. 0.19% Add +24.9% 20,385 $8.3M
Embree Financial Group 1.59% Add +0.0% 20,365 $8.3M
Harbour Investments, Inc. 0.28% Add +8.1% 20,352 $8.3M
Sargent Investment Group, LLC 1.69% Add +8.8% 20,309 $8.3M
Granite FO LLC 5.27% No change 20,280 $8.2M
Twin Tree Management, LP 0.24% New 20,258 $8.2M
Harvey Capital Management Inc. 2.16% Reduce -0.6% 20,162 $8.2M
RE Dickinson Investment Advisors, LLC 4.99% Reduce -0.6% 20,157 $8.2M
Fagan Associates, Inc. 1.43% Add +0.7% 20,127 $8.2M
Kingswood Wealth Advisors, LLC 0.74% Add +22.5% 20,100 $8.2M
Certified Advisory Corp 1.02% Reduce -3.1% 20,066 $8.2M
B.O.S.S. Retirement Advisors, LLC 2.08% Add +38.9% 19,976 $8.1M
Silver Lake Advisory, LLC 2.00% Add +1.1% 19,855 $8.1M
BBR Partners, LLC 0.66% Reduce -9.8% 19,855 $8.1M
Boston Research & Management Inc. 2.04% Reduce -1.2% 19,850 $8.1M
Financial Insights, Inc. 2.24% Reduce -1.3% 19,818 $8.1M
Financial Strategies Group, Inc. 2.02% Add +17.2% 19,557 $8.0M
Regal Investment Advisors LLC 0.53% Add +2.9% 19,709 $8.0M
Marble Harbor Investment Counsel, LLC 0.94% No change 19,645 $8.0M
Graybill Wealth Management, LTD. 3.24% Add +0.1% 19,627 $8.0M
RFG Advisory, LLC 0.26% Add +2.0% 19,556 $8.0M
Frank, Rimerman Advisors LLC 0.56% Add +6641.0% 19,549 $8.0M
TD Private Client Wealth LLC 0.25% Reduce -4.5% 19,545 $8.0M
Woodstock Corp. 0.80% Add +2.2% 19,419 $7.9M
International Assets Investment Management, LLC 0.74% Add +4.3% 19,359 $7.9M
Marietta Wealth Management, LLC 1.23% Reduce -2.9% 19,320 $7.9M
Murphy Pohlad Asset Management LLC 3.38% Reduce -20.4% 19,265 $7.8M
Foundations Investment Advisors, LLC 0.19% Add +12.2% 19,141 $7.8M
Pavion Blue Capital, LLC 3.83% Add +1.8% 19,132 $7.8M
Carmichael Hill & Associates, Inc. 3.16% Reduce -3.7% 19,084 $7.8M
Glen Eagle Advisors, LLC 1.42% Add +5.3% 19,042 $7.7M
Foster Group, Inc. 0.30% Add +0.3% 19,021 $7.7M
Family Manage LLC 1.37% Add +2.0% 19,011 $7.7M
Cooper Financial Group 1.14% Add +13.6% 19,011 $7.7M
McDonald Partners LLC 2.07% Add +0.8% 18,974 $7.7M
LS Investment Advisors, LLC 1.20% No change 18,925 $7.7M
Mitchell McLeod Pugh & Williams Inc. 1.76% Add +0.7% 18,907 $7.7M
Heritage Investors Management Corp. 0.27% Reduce -3.3% 18,865 $7.7M
WBH Advisory Inc. 0.78% Add +0.4% 18,843 $7.7M
Acas, LLC 6.66% Add +6.1% 17,440 $7.6M
S&T Bank 1.95% Reduce -17.8% 18,776 $7.6M
Cambridge Advisors Inc. 1.77% Add +1.9% 18,770 $7.6M
CX Institutional 0.36% Add +18.4% 18,759 $7.6M
Fort Point Capital Partners LLC 0.98% Add +0.3% 18,754 $7.6M
DRW Securities, LLC 0.47% New 18,713 $7.6M
Abbrea Capital, LLC 1.00% Reduce -3.6% 18,590 $7.6M
Jamison Private Wealth Management, Inc. 1.26% Add +1.6% 18,579 $7.6M
Moser Wealth Advisors, LLC 4.11% Add +0.5% 18,572 $7.6M
First Wilshire Securities Management Inc. 2.31% Add +3.5% 18,573 $7.6M
Tortoise Investment Management, LLC 0.86% Add +3.7% 18,561 $7.6M
Royal Capital Wealth Management, LLC 5.68% Add +4.5% 18,536 $7.5M
Grandview Asset Management LLC 4.41% Add +0.0% 18,528 $7.5M
Capricorn Fund Managers Ltd 5.31% No change 18,515 $7.5M
Armstrong Advisory Group, Inc. 0.67% Add +0.3% 18,504 $7.5M
Bedel Financial Consulting, Inc. 1.10% Reduce -1.6% 18,445 $7.5M
Montis Financial, LLC 3.44% Reduce -4.3% 18,422 $7.5M
Leo Wealth, LLC 0.76% Add +28.3% 18,420 $7.5M
Aviance Capital Partners, LLC 1.06% Add +1.5% 18,368 $7.5M
Stephens Consulting, LLC 2.13% Add +13.3% 18,367 $7.5M
Avantax Planning Partners, Inc. 0.24% Reduce -2.3% 18,351 $7.5M
Realta Investment Advisors 1.46% Add +13.6% 18,300 $7.4M
Councilmark Asset Management, LLC 5.26% No change 18,247 $7.4M
Costello Asset Management, INC 5.53% Add +16.1% 18,227 $7.4M
Benson Investment Management Company, Inc. 3.06% Reduce -0.1% 18,187 $7.4M
Chemung Canal Trust Co. 1.43% Reduce -2.5% 18,174 $7.4M
Stelac Advisory Services LLC 3.10% Add +0.3% 18,172 $7.4M
Mechanics Bank Trust Department 1.06% Reduce -2.8% 18,171 $7.4M
Cigna Investments Inc. 1.38% Reduce -1.6% 18,167 $7.4M
Brasada Capital Management, LP 1.31% Reduce -15.6% 17,636 $7.4M
Shorepath Capital Management LLC 5.67% Add +0.7% 18,124 $7.4M
Bridgewater Advisors Inc. 0.91% Add +36.9% 16,992 $7.4M
Fidelis Capital Partners, LLC 1.04% Add +16.1% 17,128 $7.3M
Dorsey & Whitney Trust CO LLC 0.50% Add +0.4% 17,931 $7.3M
Destiny Wealth Partners, LLC 1.31% Reduce -0.5% 17,916 $7.3M
Proficio Capital Partners LLC 0.76% Add +6.6% 17,883 $7.3M
Congress Park Capital LLC 2.92% Reduce -5.4% 17,881 $7.3M
GPS Wealth Strategies Group, LLC 1.09% Add +0.6% 17,864 $7.3M
Iowa State Bank 1.61% Reduce -5.3% 17,856 $7.3M
Salvus Wealth Management, LLC 4.98% Reduce -1.4% 17,853 $7.3M
Tradewinds, LLC. 2.23% Add +18.1% 17,836 $7.3M
Schonfeld Strategic Advisors LLC 0.06% Reduce -29.3% 17,818 $7.2M
Sabal Trust CO 0.43% Reduce -8.9% 17,797 $7.2M
Bank of New Hampshire 1.88% Reduce -0.6% 17,758 $7.2M
Concourse Financial Group Securities, Inc. 0.45% Add +2.1% 17,707 $7.2M
Lindbrook Capital, LLC 0.68% Add +18.4% 17,684 $7.2M
Centre Asset Management, LLC 1.65% Add +2.3% 17,665 $7.2M
Tevis Investment Management 5.75% Add +2.5% 17,606 $7.2M
Trust Point Inc. 0.57% Add +6.2% 17,597 $7.2M
Codex Capital Asset Management L.L.C. 3.26% — 17,525 $7.1M
Tritonpoint Wealth, LLC 0.69% Reduce -5.4% 17,522 $7.1M
Flagship Harbor Advisors, LLC 0.43% Add +11.8% 17,505 $7.1M
Sound View Wealth Advisors Group, LLC 0.73% Reduce -0.8% 17,473 $7.1M
Clarity Wealth Advisors, LLC 2.30% Reduce -2.6% 17,451 $7.1M
Strategy Asset Managers LLC 1.57% Add +9.6% 20,801 $7.1M
Circle Wealth Management, LLC 0.16% Add +0.1% 17,419 $7.1M
Old National Bancorp 0.17% Add +1.5% 17,410 $7.1M
Castlekeep Investment Advisors LLC 5.46% Reduce -14.8% 17,395 $7.1M
Cascade Financial Partners, LLC 0.93% Reduce -0.8% 17,362 $7.1M
National Philanthropic Trust 0.13% Reduce -2.8% 17,355 $7.1M
Crawford Investment Counsel Inc. 0.13% Add +0.4% 17,350 $7.1M
Siemens Fonds Invest GmbH 0.53% Add +0.3% 17,288 $7.0M
Main Street Financial Solutions, LLC 0.66% Add +27.4% 17,243 $7.0M
First Horizon Advisors, Inc. 0.21% Add +7.1% 17,214 $7.0M
Kennon-Green & Company, LLC 6.43% Reduce -1.4% 17,205 $7.0M
High Note Wealth, LLC 2.13% Add +5.3% 17,153 $7.0M
Core Alternative Capital 1.39% Add +2.5% 17,114 $7.0M
Trek Financial, LLC 0.55% Reduce -25.2% 17,101 $7.0M
Patriot Financial Group Insurance Agency, LLC 1.02% Add +2.7% 17,069 $6.9M
DCM Advisors, LLC 3.66% Reduce -12.5% 17,060 $6.9M
Commerzbank Aktiengesellschaft 0.23% Add +2.9% 17,053 $6.9M
Carolinas Wealth Consulting LLC 1.33% Add +18.1% 16,976 $6.9M
Nilsine Partners, LLC 0.93% Add +1.1% 16,968 $6.9M
B & T Capital Management DBA Alpha Capital Management 1.34% Add +0.5% 16,953 $6.9M
Laurel Wealth Advisors LLC 1.21% Reduce -1.9% 16,952 $6.9M
McDonough Capital Management, Inc 5.01% Add +4.0% 16,942 $6.9M
Birinyi Associates Inc. 2.06% Reduce -0.9% 16,938 $6.9M
Cornerstone Management, Inc. 1.51% Reduce -2.5% 16,921 $6.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.21% Reduce -0.7% 16,903 $6.9M
Capital Asset Advisory Services LLC 0.37% Reduce -3.7% 16,740 $6.9M
Paloma Partners Management Co 0.75% Add +1881.5% 16,823 $6.8M
Traynor Capital Management, Inc. 0.58% Add +13.2% 16,774 $6.8M
Douglas Lane & Associates, LLC 0.10% Reduce -1.4% 16,755 $6.8M
Redmond Asset Management, LLC 2.24% Reduce -2.1% 16,740 $6.8M
Watchman Group, Inc. 2.17% Add +0.3% 16,737 $6.8M
Twinbeech Capital LP 0.13% New 16,642 $6.8M
Sandy Cove Advisors, LLC 3.01% Add +6.9% 16,633 $6.8M
Burford Brothers, Inc. 3.93% Add +50.9% 16,618 $6.8M
Little House Capital LLC 2.11% Add +9.4% 16,612 $6.8M
Beddow Capital Management Inc. 3.06% Reduce -1.2% 16,605 $6.8M
3Chopt Investment Partners, LLC 2.06% Add +0.8% 16,582 $6.7M
Legacy CG, LLC 2.30% Add +8.8% 16,569 $6.7M
Old Port Advisors 2.01% Add +2.6% 16,540 $6.7M
Ellis Investment Partners, LLC 1.42% Reduce -12.6% 16,491 $6.7M
Verdence Capital Advisors LLC 0.60% Add +3.0% 16,436 $6.7M
Neo Ivy Capital Management 1.31% — 16,400 $6.7M
Leelyn Smith, LLC 1.29% Reduce -0.1% 16,387 $6.7M
Icon Wealth Advisors, LLC 0.59% Add +0.9% 15,167 $6.7M
L.M. Kohn & Company 1.80% Reduce -0.2% 16,326 $6.6M
Foyston, Gordon & Payne Inc 1.64% No change 16,323 $6.6M
Wambolt & Associates, LLC 1.93% Add +20.1% 16,374 $6.6M
Syon Capital LLC 0.61% Add +1.6% 16,309 $6.6M
Avanda Investment Management Pte. Ltd. 1.00% Reduce -31.3% 16,307 $6.6M
D L Carlson Investment Group Inc. 1.28% Reduce -1.1% 16,275 $6.6M
Connecticut Wealth Management, LLC 0.34% Reduce -3.4% 16,196 $6.6M
Baldwin Wealth Partners LLC 0.51% Reduce -1.0% 16,189 $6.6M
First PREMIER Bank 1.76% Reduce -0.0% 16,154 $6.6M
Plancorp, LLC 0.28% Add +0.8% 16,142 $6.6M
Checchi Capital Advisers, LLC 0.52% Add +0.5% 16,129 $6.6M
Heritage Trust Co 0.87% Reduce -0.9% 16,128 $6.6M
GAMMA Investing LLC 0.89% Add +34.3% 16,106 $6.6M
Benedict Financial Advisors Inc. 1.66% Add +0.9% 16,048 $6.5M
Blue Fin Capital, Inc. 1.30% Add +6.2% 16,040 $6.5M
L2 Asset Management, LLC 1.96% Reduce -22.2% 16,024 $6.5M
Pegasus Asset Management, Inc. 2.02% Add +4.4% 16,003 $6.5M
Pure Financial Advisors, LLC 0.18% Add +1.1% 15,958 $6.5M
Meitav Investment House Ltd. 0.12% Add +3.0% 15,965 $6.5M
Apella Capital, LLC 0.29% Add +31.1% 15,763 $6.5M
Evergreen Private Wealth LLC 3.19% Add +1.3% 15,903 $6.5M
Akre Capital Management 0.06% Reduce -3.6% 15,895 $6.5M
Aldebaran Financial Inc. 8.46% Add +0.4% 15,869 $6.5M
Avestar Capital, LLC 0.71% Reduce -4.3% 15,820 $6.4M
Pointe Capital Management LLC 3.99% Reduce -0.9% 15,818 $6.4M
1ST Source Bank 0.38% Add +0.1% 15,816 $6.4M
Summit Global Investments 0.46% Reduce -20.7% 15,809 $6.4M
Evolution Wealth Advisors, LLC 1.25% Add +7.1% 15,800 $6.4M
Fort Sheridan Advisors LLC 1.04% Add +5.1% 15,794 $6.4M
Bank of Hawaii 0.29% Reduce -9.0% 15,785 $6.4M
Qtron Investments LLC 0.92% Add +0.8% 15,730 $6.4M
Pacifica Partners Inc. 2.75% Reduce -11.8% 15,769 $6.4M
Curi Capital, LLC 0.15% Reduce -4.9% 15,686 $6.4M
Clayton Partners LLC 5.09% Reduce -1.2% 15,570 $6.3M
Kinsale Capital Group, Inc. 2.19% Add +21.7% 15,541 $6.3M
Cross Staff Investments Inc 5.24% Reduce -1.3% 15,464 $6.3M
Azimuth Capital Investment Management LLC 0.26% Reduce -2.9% 15,440 $6.3M
AllGen Financial Advisors, Inc. 2.38% Add +5.0% 15,433 $6.3M
TRUE Private Wealth Advisors 0.71% Reduce -2.7% 15,332 $6.2M
City Holding Co. 0.92% Add +1.7% 15,274 $6.2M
WASHINGTON TRUST Co 0.23% Reduce -0.5% 15,226 $6.2M
Creegan & Nassoura Financial Group, LLC 4.24% Reduce -1.1% 15,190 $6.2M
Mission Creek Capital Partners, Inc. 1.55% Add +17.1% 15,184 $6.2M
PFG Investments, LLC 0.44% Reduce -20.9% 15,181 $6.2M
Stiles Financial Services Inc 2.37% Reduce -0.9% 15,164 $6.2M
Independent Investors Inc. 1.35% No change 15,137 $6.2M
Atlanta Consulting Group Advisors, LLC 1.33% Add +75.3% 15,132 $6.2M
Ascentis Independent Advisors 1.28% — 15,131 $6.2M
Jaffetilchin Investment Partners, LLC 0.53% Add +3.0% 15,125 $6.2M
Sage Mountain Advisors LLC 0.57% Add +12.1% 15,066 $6.1M
Y-Intercept (Hong Kong) Ltd 0.34% New 15,050 $6.1M
First National Corp. /Ma/ 1.45% Reduce -3.5% 15,008 $6.1M
Old West Investment Management, LLC 2.69% Add +7.0% 14,997 $6.1M
Plato Investment Management Ltd 0.57% Add +11.8% 14,986 $6.1M
Okabena Investment Services Inc. 1.93% Add +206.4% 14,976 $6.1M
Blue Zone Wealth Advisors, LLC 2.10% Add +4.6% 14,951 $6.1M
Truvestments Capital LLC 2.42% Add +5.0% 14,945 $6.1M
Geo Capital Gestora de Recursos Ltd 6.05% Reduce -10.9% 14,943 $6.1M
Parkwood LLC 0.76% Add +9.9% 14,944 $6.1M
LVW Advisors, LLC 0.89% Add +1.1% 14,915 $6.1M
Security National Bank of So Dak 3.63% Add +1.1% 14,907 $6.1M
Stansberry Asset Management, LLC 0.84% Add +20.4% 14,844 $6.0M
Knuff & Co LLC 1.96% Add +0.2% 14,841 $6.0M
Centered Wealth LLC dba Miller Equity Capital Advisors 2.50% No change 14,780 $6.0M
Channel Wealth LLC 2.18% Add +4.8% 14,756 $6.0M
Genesee Capital Advisors, LLC 2.94% Reduce -2.2% 14,755 $6.0M
Relative Value Partners Group, LLC 0.78% Add +127.8% 14,728 $6.0M
Lake Street Private Wealth, LLC 0.78% Reduce -2.6% 14,728 $6.0M
Van Hulzen Asset Management, LLC 0.40% Reduce -0.0% 14,696 $6.0M
Arrow Financial Corp 0.58% Reduce -1.3% 14,693 $6.0M
Xcel Wealth Management, LLC 1.89% Reduce -0.4% 14,691 $6.0M
Avidian Wealth Enterprises, LLC 0.29% Add +13.1% 14,691 $6.0M
Wendell David Associates Inc. 0.61% Add +0.7% 14,665 $6.0M
Calamos Wealth Management LLC 0.32% Add +2.1% 14,654 $6.0M
OneAscent Financial Services LLC 0.83% Add +13.4% 14,648 $6.0M
Apriem Advisors 0.73% Reduce -0.7% 14,603 $5.9M
RPg Family Wealth Advisory, LLC 1.95% Reduce -1.5% 14,570 $5.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.26% Reduce -0.2% 14,569 $5.9M
Cloverfields Capital Group, LP 2.00% Reduce -1.0% 14,568 $5.9M
CJM Wealth Advisers, Ltd. 2.18% No change 14,621 $5.9M
Correct Capital Wealth Management 1.38% Reduce -0.0% 14,552 $5.9M
North Star Investment Management Corp. 0.43% Reduce -6.6% 14,524 $5.9M
Manhattan West Asset Management, LLC 1.59% Reduce -10.5% 14,484 $5.9M
Westmount Partners, LLC 1.94% Add +0.2% 14,536 $5.9M
Pine Valley Investments Ltd Liability Co 0.44% Reduce -11.4% 14,477 $5.9M
4J Wealth Management LLC 4.86% Add +0.6% 14,463 $5.9M
Aaron Wealth Advisors LLC 0.81% Add +1.4% 14,342 $5.8M
LM Advisors LLC 1.16% Reduce -38.0% 14,321 $5.8M
Appleton Partners Inc. 0.45% Reduce -2.0% 14,321 $5.8M
Peterson Wealth Services 2.03% Add +0.9% 14,297 $5.8M
Leuthold Group, LLC 0.67% New 14,285 $5.8M
Aviso Financial Inc. 0.32% — 14,278 $5.8M
Blueprint Investment Partners LLC 1.26% Add +7.5% 14,272 $5.8M
Dana Investment Advisors, Inc. 0.20% Reduce -1.6% 14,260 $5.8M
Titleist Asset Management, LLC 0.88% Add +4.1% 14,260 $5.8M
Thomas Story & Son LLC 2.50% Add +0.1% 14,245 $5.8M
Plante Moran Financial Advisors, LLC 0.58% Add +1.3% 14,223 $5.8M
Fielder Capital Group LLC 2.22% Reduce -0.0% 14,218 $5.8M
Global Trust Asset Management, LLC 2.32% Add +0.2% 14,157 $5.8M
Strategic Planning Group, LLC 1.26% Add +23.6% 14,155 $5.8M
Brady Family Wealth, LLC 1.86% Add +2.4% 14,150 $5.8M
Northwest Wealth Management, LLC 1.49% Add +27.4% 14,147 $5.8M
Sky Investment Group LLC 1.12% Add +0.5% 14,101 $5.7M
Apexium Financial, LP 0.41% Reduce -0.1% 14,081 $5.7M
ARS Wealth Advisors Group, LLC 0.74% Reduce -1.4% 14,064 $5.7M
Capasso Planning Partners LLC 1.86% Add +179.6% 14,045 $5.7M
Wolf Group Capital Advisors 2.25% Add +7.1% 14,016 $5.7M
Slow Capital, Inc. 0.92% Reduce -1.9% 14,009 $5.7M
Nadler Financial Group, Inc. 0.67% Add +7.7% 13,982 $5.7M
Tower Bridge Advisors 0.64% Reduce -3.5% 13,956 $5.7M
Schmidt P J Investment Management Inc. 1.04% Reduce -2.5% 13,952 $5.7M
Udine Wealth Management, Inc. 3.95% Reduce -0.2% 13,944 $5.7M
Cardiff Park Advisors, LLC 0.55% Add +0.0% 13,941 $5.7M
Signet Investment Advisory Group, Inc. 3.04% Add +0.8% 13,935 $5.7M
Platform Technology Partners 1.95% — 13,924 $5.7M
Vise Technologies, Inc. 0.99% Add +6.7% 13,899 $5.7M
Signature Estate & Investment Advisors LLC 0.14% Add +461.8% 13,865 $5.6M
Pinnacle Bancorp, Inc. 1.66% Reduce -1.4% 13,854 $5.6M
Private Trust Co. NA 0.60% Add +5.0% 13,799 $5.6M
Security National Bank of Sioux City Iowa 4.04% Reduce -2.3% 13,780 $5.6M
Carson Advisory Inc. 3.93% Reduce -2.1% 13,778 $5.6M
Quantum Capital Management, LLC / NJ 0.63% Reduce -1.7% 13,734 $5.6M
RK Asset Management, LLC 4.82% Reduce -5.8% 13,709 $5.6M
Permanens Capital L.P. 0.57% Add +13.3% 13,649 $5.6M
MSH Capital Advisors LLC 1.86% Add +1.2% 13,678 $5.6M
Cozad Asset Management Inc. 0.55% Add +1.4% 13,655 $5.6M
Hofer & Associates. Inc 4.30% Add +337.4% 13,631 $5.5M
Trinity Legacy Partners, LLC 1.58% Add +1.4% 13,624 $5.5M
Patten Group, Inc. 1.31% Add +0.2% 13,612 $5.5M
Biltmore Family Office, LLC 1.02% Reduce -0.5% 13,605 $5.5M
Center for Financial Planning, Inc. 0.80% Reduce -0.9% 13,600 $5.5M
All Season Financial Advisors, Inc. 5.01% Add +31.4% 13,586 $5.5M
Sonata Capital Group Inc. 2.83% Add +1.8% 13,565 $5.5M
First Command Advisory Services, Inc. 0.06% Add +0.1% 13,546 $5.5M
Hodges Capital Management Inc. 0.37% Add +2.5% 13,539 $5.5M
Olstein Capital Management, L.P. 0.98% No change 13,500 $5.5M
Royce & Associates LP 0.05% No change 13,500 $5.5M
Goodman Advisory Group, LLC 1.63% Add +10.8% 13,455 $5.5M
Oldfather Financial Services, LLC 2.24% Add +1.1% 13,445 $5.5M
Bison Wealth, LLC 0.89% No change 13,006 $5.5M
Delta Asset Management LLC 0.49% Reduce -0.7% 13,435 $5.5M
TFC Financial Management, Inc. 0.96% Reduce -1.0% 13,409 $5.5M
Bellwether Advisors, LLC 1.14% Add +0.7% 13,395 $5.4M
Capital Advisors Wealth Management, LLC 1.07% Add +4.6% 13,282 $5.4M
Bragg Financial Advisors, Inc 0.24% Reduce -8.5% 13,267 $5.4M
Nvest Financial, LLC 3.32% Reduce -3.7% 13,259 $5.4M
Pinion Investment Advisors, LLC 2.68% Reduce -16.9% 13,234 $5.4M
Fullcircle Wealth LLC 2.64% — 12,434 $5.4M
Martin & Co. Inc. 1.35% Reduce -0.5% 13,210 $5.4M
Y.D. More Investments Ltd 0.55% Add +50.8% 13,184 $5.4M
Investidor Profissional Gestao de Recursos Ltda. 4.68% Add +18.4% 13,093 $5.3M
Naviter Wealth, LLC 0.79% Add +2.5% 13,071 $5.3M
Legacy Advisors, LLC 0.65% Add +1.8% 13,065 $5.3M
City State Bank 2.17% Reduce -0.1% 13,063 $5.3M
Strong Tower Advisory Services 1.74% Add +11.4% 13,031 $5.3M
Samjo Management, LLC 1.97% Add +1.1% 13,030 $5.3M
Lynch & Associates 1.19% Add +1.0% 13,007 $5.3M
Magnus Financial Group LLC 0.60% Add +4.1% 13,002 $5.3M
Arlington Partners LLC 2.62% No change 12,973 $5.3M
Guardian Wealth Advisors, LLC / NC 0.62% Reduce -6.2% 12,973 $5.3M
Horan Capital Advisors, LLC. 1.85% Add +0.1% 12,933 $5.3M
Ransom Advisory, Ltd 2.63% Add +0.2% 12,909 $5.3M
NJ State Employees Deferred Compensation Plan 0.65% New 12,900 $5.2M
Krilogy Financial LLC 0.39% Reduce -3.0% 12,872 $5.2M
Jacobs & Co. 0.55% Reduce -1.2% 12,851 $5.2M
Uncommon Cents Investing LLC 1.64% Add +0.1% 12,826 $5.2M
Granite Investment Partners, LLC 0.22% Reduce -0.0% 12,819 $5.2M
Interval Partners, LP 0.15% New 12,776 $5.2M
Dagco, Inc. 2.30% Reduce -1.5% 12,743 $5.2M
Richmond Brothers, Inc. 10.25% Reduce -7.0% 12,742 $5.2M
Colonial Trust Co / SC 0.91% Add +2.9% 12,726 $5.2M
Csenge Advisory Group 0.29% Add +5.3% 12,711 $5.2M
Dodge & Cox 0.00% Reduce -0.9% 12,703 $5.2M
Gratus Wealth Advisors, LLC 0.89% Reduce -9.9% 11,878 $5.2M
WNY Asset Management, LLC 0.68% Reduce -2.6% 12,683 $5.2M
First Heartland Consultants, Inc. 0.51% Reduce -4.0% 12,653 $5.1M
American Investment Services, Inc. 0.91% Add +1.5% 12,644 $5.1M
Gerber Kawasaki Wealth & Investment Management 0.26% Add +2.6% 12,611 $5.1M
Howard Financial Services, LTD. 0.84% Add +0.6% 12,605 $5.1M
Lineweaver Wealth Advisors, LLC 1.06% Add +4.8% 12,604 $5.1M
Intrepid Capital Management Inc. 3.26% Add +9.9% 12,602 $5.1M
Parkside Financial Bank & Trust 0.81% Reduce -0.7% 12,594 $5.1M
Capital Investment Advisory Services, LLC 0.53% Add +13.6% 12,578 $5.1M
Conning Inc. 0.19% Add +2.7% 12,565 $5.1M
Canton Hathaway, LLC 1.40% Reduce -1.8% 12,549 $5.1M
Earned Wealth Advisors, LLC 1.93% Add +0.3% 12,497 $5.1M
Autumn Glory Partners, LLC 2.59% Reduce -2.2% 12,484 $5.1M
World Equity Group, Inc. 1.51% Reduce -51.5% 12,468 $5.1M
Confluence Wealth Services, Inc. 0.40% Add +6.3% 12,463 $5.1M
Trivium Point Advisory, LLC 0.75% Reduce -12.8% 12,443 $5.1M
Stonebridge Capital Management Inc. 2.16% Reduce -1.9% 12,429 $5.1M
Criterion Capital Advisors, LLC 3.18% No change 12,408 $5.0M
Hyperion Capital Advisors LP 2.37% No change 12,402 $5.0M
Cornell Pochily Investment Advisors, Inc. 1.92% Reduce -0.7% 12,390 $5.0M
Forbes J M & Co. LLP 0.52% Reduce -0.4% 12,374 $5.0M
New Hampshire Trust 1.15% Add +1.7% 12,365 $5.0M
Cornerstone Wealth Management, LLC 0.39% Add +0.7% 12,364 $5.0M
Strategic Advisors LLC 0.97% Reduce -3.0% 12,351 $5.0M
Cardinal Point Capital Management ULC 0.87% Add +5.2% 12,322 $5.0M
Harbour Investment Management LLC 2.31% Reduce -0.3% 12,317 $5.0M
Atlas Capital Advisors Inc. 0.65% Reduce -8.2% 12,302 $5.0M
CVA Family Office, LLC 0.90% Add +0.6% 12,300 $5.0M
Chase Investment Counsel Corp. 1.77% Add +3.6% 12,288 $5.0M
Balefire, LLC 1.78% Reduce -3.8% 12,279 $5.0M
Mason & Associates Inc 1.32% Add +6.7% 12,243 $5.0M
SageView Advisory Group, LLC 0.31% Add +4.0% 12,217 $5.0M
Pacific Sun Financial Corp 2.93% Add +0.1% 12,195 $5.0M
Waddell & Associates, LLC 0.65% Reduce -0.1% 12,149 $4.9M
Ridgepath Capital Management LLC 4.85% Add +4.6% 12,142 $4.9M
Point72 (DIFC) Ltd 0.44% New 12,135 $4.9M
Diligent Investors, LLC 1.22% Add +2.5% 12,105 $4.9M
Evergreen Wealth Management, LLC 3.26% No change 12,102 $4.9M
Madison Park Capital Advisors, LLC 4.11% Add +12.1% 12,099 $4.9M
Perennial Investment Advisors, LLC 0.70% Reduce -6.1% 12,086 $4.9M
Muirfield Wealth Advisors LLC 4.60% Add +0.5% 12,052 $4.9M
Scott & Selber, Inc. 1.56% Add +1.8% 11,991 $4.9M
Hillcrest Wealth Advisors - NY, LLC 2.63% Reduce -0.0% 11,986 $4.9M
Merrion Investment Management Co, LLC 3.35% Add +0.8% 11,979 $4.9M
Apollon Financial, LLC 1.57% Add +4.0% 11,951 $4.9M
James Investment Research, Inc. 0.58% Reduce -0.4% 11,941 $4.9M
Whitener Capital Management, Inc. 1.47% Add +9.2% 11,939 $4.9M
Union Heritage Capital, LLC 1.91% No change 11,916 $4.8M
Advisors Asset Management, Inc. 0.09% Add +2.3% 11,913 $4.8M
Sepio Capital, LP 0.44% Reduce -10.2% 11,912 $4.8M
Game Plan Financial Advisors, LLC 2.67% Add +32.6% 11,897 $4.8M
Marathon Capital Management 1.24% Reduce -5.3% 11,895 $4.8M
HTLF Bank 0.55% Reduce -0.5% 11,850 $4.8M
Hedeker Wealth, LLC 1.40% Reduce -1.6% 11,847 $4.8M
Basepoint Wealth LLC 3.80% Reduce -0.7% 11,842 $4.8M
Hancock Whitney Corp. 0.16% Reduce -2.0% 11,821 $4.8M
Vickerman Investment Advisors, Inc. 1.54% Reduce -0.2% 11,819 $4.8M
World Investment Advisors 0.30% Add +33.0% 11,814 $4.8M
Cape Cod Five Cents Savings Bank 0.47% Reduce -41.1% 11,807 $4.8M
Symphony Financial, Ltd. Co. 0.88% Add +72.8% 11,771 $4.8M
CPC Advisors, LLC 0.79% Add +5.3% 11,798 $4.8M
Core Wealth Partners LLC 3.27% Add +3.1% 11,777 $4.8M
Hilltop National Bank 1.54% Add +1.8% 11,764 $4.8M
Resolute Wealth Strategies, LLC 2.76% No change 11,755 $4.8M
Blume Capital Management, Inc. 1.16% No change 11,750 $4.8M
Reynders McVeigh Capital Management, LLC 0.27% Add +5.3% 11,696 $4.8M
Erste Asset Management GmbH 0.06% Add +2332.4% 11,554 $4.7M
Capital City Trust Co. 1.29% Reduce -1.8% 11,637 $4.7M
Trust Co of the South 1.12% Add +0.4% 11,622 $4.7M
XXEC, Inc. 3.64% Reduce -0.8% 11,585 $4.7M
SMART Wealth LLC 1.91% Add +5.7% 11,583 $4.7M
WMS Partners, LLC 0.30% Add +3.7% 11,582 $4.7M
NorthCrest Asset Manangement, LLC 0.16% Add +0.1% 11,574 $4.7M
Leibman Financial Services, Inc. 3.49% Add +2.2% 11,557 $4.7M
Bellecapital International Ltd. 1.01% No change 11,509 $4.7M
Crewe Advisors LLC 0.52% Reduce -2.9% 11,500 $4.7M
Easterly Investment Partners LLC 0.41% Add +264.9% 11,466 $4.7M
StoneX Group Inc. 0.37% Add +3.0% 11,464 $4.7M
CIC Wealth, LLC 1.28% Reduce -3.5% 11,446 $4.7M
Investment House LLC 0.27% Reduce -2.4% 11,443 $4.7M
Ashton Thomas Securities, LLC 1.12% — 11,337 $4.7M
Aire Advisors, LLC 1.06% Reduce -5.3% 11,436 $4.7M
Sivia Capital Partners, LLC 3.10% Reduce -13.1% 11,412 $4.6M
Central Pacific Bank - Trust Division 0.58% Reduce -2.6% 11,399 $4.6M
First National Bank Sioux Falls 2.40% Add +0.8% 11,383 $4.6M
Dash Acquisitions Inc. 1.26% Reduce -0.6% 10,365 $4.6M
Fiera Capital Corp 0.01% Reduce -1.9% 11,349 $4.6M
Webster Bank, N. A. 0.51% Add +0.9% 11,346 $4.6M
Sloy Dahl & Holst, LLC 0.97% Reduce -2.4% 11,328 $4.6M
Eagle Capital Management, LLC 2.03% Add +0.6% 11,310 $4.6M
Midland Wealth Advisors, LLC 0.27% Reduce -5.9% 11,305 $4.6M
Quotient Wealth Partners, LLC 0.16% Reduce -24.3% 11,262 $4.6M
Greytown Advisors Inc. 2.69% Reduce -35.7% 11,254 $4.6M
Supplemental Annuity Collective Trust of NJ 1.41% Reduce -26.2% 11,250 $4.6M
J. W. Coons Advisors, LLC 0.85% Reduce -0.3% 11,236 $4.6M
Ballast Advisors LLC 1.44% Add +3.8% 11,161 $4.5M
Archford Capital Strategies, LLC 0.74% Reduce -5.2% 11,156 $4.5M
Gallacher Capital Management LLC 2.38% Reduce -0.9% 11,121 $4.5M
Griffin Asset Management, Inc. 0.52% Reduce -1.1% 11,114 $4.5M
Diversify Wealth Management, LLC 0.56% — 10,923 $4.5M
Oak Family Advisors, LLC 1.72% Reduce -0.7% 11,102 $4.5M
Perpetual Ltd 0.05% Add +228.2% 11,069 $4.5M
Analyst IMS Investment Management Services Ltd. 0.18% Add +26.9% 11,053 $4.5M
Napatree Capital LLC 3.63% New 11,011 $4.5M
Bislett Management, LLC 3.22% No change 11,000 $4.5M
Strategic Wealth Partners, Ltd. 0.47% Add +28.9% 10,993 $4.5M
BigSur Wealth Management LLC 1.37% No change 10,985 $4.5M
Curtis Advisory Group, LLC 1.57% Reduce -0.3% 10,972 $4.5M
Heartland Advisors Inc. 0.25% Reduce -1.6% 10,937 $4.4M
AIMZ Investment Advisors, LLC 1.59% Reduce -1.4% 10,927 $4.4M
HCR Wealth Advisors 0.64% Reduce -0.4% 10,922 $4.4M
Ellsworth Advisors, LLC 1.24% Add +0.5% 10,912 $4.4M
Harfst & Associates, Inc. 1.03% Reduce -8.5% 10,881 $4.4M
Compass Ion Advisors, LLC 0.63% No change 10,525 $4.4M
Investment Management Associates Inc. 1.52% Reduce -0.2% 10,872 $4.4M
Priebe Wealth Holdings LLC 3.50% Reduce -0.2% 10,852 $4.4M
Tiller Private Wealth, Inc. 1.94% Reduce -0.1% 10,844 $4.4M
Keel Point, LLC 0.40% Add +52.1% 10,187 $4.4M
Sterling Investment Counsel, LLC 1.73% Add +5.9% 10,807 $4.4M
Nova R Wealth, Inc. 2.26% Add +1.6% 10,792 $4.4M
NavPoint Financial, Inc. 3.81% No change 10,784 $4.4M
DORCHESTER WEALTH MANAGEMENT Co 0.85% No change 10,780 $4.4M
Delta Financial Advisors LLC 1.70% Reduce -0.9% 10,773 $4.4M
GS Investments, Inc. 2.07% Reduce -0.6% 10,762 $4.4M
Allred Capital Management, LLC 1.68% Add +0.8% 10,746 $4.4M
Laurion Capital Management LP 0.14% New 10,743 $4.4M
Tiemann Investment Advisors, LLC 1.94% Reduce -0.6% 10,735 $4.4M
Institute for Wealth Management, LLC. 0.58% Reduce -1.7% 10,716 $4.4M
QV Investors Inc. 0.41% Add +0.5% 10,706 $4.4M
AdvisorNet Financial, Inc 0.40% Add +1.6% 10,699 $4.4M
MIdWestOne Financial Group, Inc. 0.78% Reduce -1.7% 10,658 $4.3M
America First Investment Advisors, LLC 1.07% Reduce -0.2% 10,645 $4.3M
Epiq Partners, LLC 2.93% Reduce -0.1% 10,630 $4.3M
Trust Co 0.56% Reduce -3.0% 10,608 $4.3M
Formidable Asset Management, LLC 0.70% Add +0.7% 10,600 $4.3M
Capital Wealth Alliance, LLC 2.45% Add +11.6% 10,567 $4.3M
Johnson Bixby & Associates, LLC 0.72% Add +1.6% 10,538 $4.3M
CRA Financial Services, LLC 0.86% Add +0.7% 10,533 $4.3M
Canvas Wealth Advisors, LLC 1.32% Add +1.8% 9,694 $4.3M
Cohen & Steers, Inc. 0.01% No change 10,507 $4.3M
Legacy Financial Group LLC 0.84% Add +0.6% 10,495 $4.3M
Godshalk Welsh Capital Management, Inc. 2.84% Add +0.9% 10,488 $4.3M
MBL Wealth, LLC 0.48% Reduce -0.4% 10,486 $4.3M
IMS Capital Management 1.99% Add +4.0% 9,499 $4.3M
Advisory Alpha, LLC 0.17% Add +5.5% 10,463 $4.3M
Focused Wealth Management, Inc 0.63% Reduce -0.8% 10,461 $4.3M
Dudley Capital Management, LLC 2.38% Add +4.1% 10,458 $4.3M
Smith & Howard Wealth Management, LLC 1.27% Reduce -2.5% 10,437 $4.2M
Avaii Wealth Management, LLC 2.35% Add +22.6% 10,430 $4.2M
Sumitomo Life Insurance Co. 0.10% Reduce -11.6% 10,414 $4.2M
Parisi Gray Wealth Management 1.52% Add +1.0% 10,410 $4.2M
Truepoint, Inc. 0.12% Add +13.4% 5,878 $4.2M
Lathrop Investment Management Co. 0.83% Reduce -0.3% 10,382 $4.2M
X-Square Capital, LLC 1.53% Add +0.4% 10,374 $4.2M
Flagstone Financial Management 1.57% Reduce -0.8% 10,370 $4.2M
Compton Wealth Advisory Group, LLC 1.12% Add +13.8% 10,368 $4.2M
Valley National Advisers Inc. 0.63% Add +0.5% 10,357 $4.2M
Marks Group Wealth Management, Inc 0.44% Add +16.9% 10,353 $4.2M
First Citizens Financial Corp 2.49% No change 10,353 $4.2M
Hixon Zuercher, LLC 1.77% Reduce -1.9% 10,334 $4.2M
Soltis Investment Advisors LLC 0.44% Add +6.4% 10,299 $4.2M
Wescott Financial Advisory Group, LLC 0.49% Add +226.5% 10,297 $4.2M
Rossmore Private Capital 0.55% Reduce -1.5% 10,294 $4.2M
Graham Capital Management, L.P. 0.26% New 10,282 $4.2M
Bluespring Wealth Management, LLC 0.45% Add +35.5% 10,236 $4.2M
Seamount Financial Group Inc. 3.39% Reduce -0.5% 10,226 $4.2M
EagleClaw Capital Managment, LLC 0.75% No change 10,205 $4.2M
LBMC Investment Advisors, LLC 0.36% No change 10,201 $4.1M
Alexander Labrunerie & Co., Inc. 2.26% Add +0.8% 10,187 $4.1M
Legacy Financial Strategies, LLC 0.99% Add +1.4% 10,186 $4.1M
Financial Engines Advisors L.L.C. 0.01% Reduce -14.3% 10,135 $4.1M
Bill Few Associates, Inc. 1.58% Add +0.8% 10,122 $4.1M
Capital Advantage, Inc. 0.84% Add +0.1% 10,054 $4.1M
Stonehage Fleming Financial Services Holdings Ltd 0.11% New 10,084 $4.1M
Concord Wealth Partners 0.72% Add +4.1% 10,076 $4.1M
First National Advisers, LLC 0.75% Reduce -66.6% 10,042 $4.1M
Red Mountain Financial, LLC 4.92% — 10,039 $4.1M
Rockingstone Advisors LLC 2.10% Add +0.8% 10,036 $4.1M
First City Capital Management, Inc. 2.29% Add +0.7% 10,017 $4.1M
Regent Peak Wealth Advisors LLC 0.93% Add +1.1% 10,008 $4.1M
Washington Trust Bank 0.40% Reduce -0.9% 9,959 $4.1M
Sax Wealth Advisors, LLC 0.39% New 9,957 $4.1M
Bull Street Advisors, LLC 1.95% Reduce -0.0% 9,953 $4.0M
L. Roy Papp & Associates, LLP 0.49% No change 9,940 $4.0M
Meiji Yasuda Life Insurance Co 0.08% Reduce -3.2% 9,939 $4.0M
TrinityPoint Wealth, LLC 0.63% Add +26.5% 9,912 $4.0M
Acropolis Investment Management, LLC 0.25% Add +4.2% 9,893 $4.0M
Marino, Stram & Associates LLC 0.98% Add +1.0% 9,880 $4.0M
Pine Haven Investment Counsel, Inc 3.45% Add +0.1% 9,864 $4.0M
SRH Advisors, LLC 1.34% Add +15.9% 9,832 $4.0M
McKinley Capital Management LLC 0.70% Reduce -11.9% 9,830 $4.0M
Sunbelt Securities, Inc. 0.41% Add +2.8% 9,826 $4.0M
Essex Bank 1.08% Add +2.6% 9,825 $4.0M
Islay Capital Management, LLC 2.89% Add +0.2% 9,810 $4.0M
Pinnacle Wealth Planning Services, Inc. 0.57% Reduce -0.2% 9,789 $4.0M
Angeles Wealth Management, LLC 0.37% Add +18.2% 9,783 $4.0M
Lanark Financial, Inc. 0.36% Reduce -0.3% 9,771 $4.0M
J. Stern & Co. LLP 0.47% No change 9,755 $4.0M
Mengis Capital Management, Inc. 0.81% Reduce -3.7% 9,746 $4.0M
Brown, Lisle/Cummings, Inc. 1.29% Reduce -0.8% 9,745 $4.0M
NorthStar Asset Management LLC 2.74% Add +0.5% 9,730 $4.0M
Nvwm, LLC 1.05% Reduce -0.0% 9,729 $4.0M
Nottingham Advisors, Inc. 0.47% No change 9,713 $4.0M
SignalPoint Asset Management, LLC 1.05% Add +0.5% 9,702 $3.9M
RiverFront Investment Group, LLC 0.11% No change 9,696 $3.9M
Drucker Wealth 3.0, LLC 1.05% — 9,687 $3.9M
Baker Tilly Wealth Management, LLC 1.61% Reduce -36.5% 9,681 $3.9M
Modus Advisors, LLC 1.39% Add +3.2% 9,662 $3.9M
Banco BTG Pactual S.A. 1.00% Add +30.4% 8,954 $3.9M
Advisor OS, LLC 0.43% Add +29.7% 9,639 $3.9M
Brooklyn Investment Group 1.69% No change 9,330 $3.9M
American Money Management, LLC 0.84% Reduce -17.0% 9,637 $3.9M
Taylor Financial Group, Inc. 3.00% No change 9,593 $3.9M
Oakworth Capital, Inc. 0.29% Reduce -4.0% 9,592 $3.9M
Traphagen Investment Advisors LLC 0.42% Reduce -0.4% 9,587 $3.9M
Herbst Group, LLC 2.37% Reduce -2.6% 9,581 $3.9M
Beacon Investment Advisory Services, Inc. 0.17% Add +3.1% 9,580 $3.9M
Auto-Owners Insurance Co 0.10% No change 9,580 $3.9M
Pring Turner Capital Group Inc. 2.72% Reduce -1.1% 9,578 $3.9M
Vestmark Advisory Solutions, Inc. 0.16% Add +2.8% 9,568 $3.9M
R.H. Dinel Investment Counsel, Inc. 2.49% No change 9,550 $3.9M
Professional Financial Advisors, LLC 1.07% Add +0.9% 9,547 $3.9M
Conway Capital Management, Inc. 1.95% Reduce -0.5% 9,530 $3.9M
Grant/GrossMendelsohn, LLC 1.77% Reduce -21.7% 9,529 $3.9M
Leonteq Securities AG 0.54% Add +1.5% 9,514 $3.9M
Skyline Advisors, Inc. 1.68% Reduce -2.9% 9,496 $3.9M
Avitas Wealth Management LLC 0.57% Add +0.3% 9,492 $3.9M
Lantz Financial LLC 1.20% Add +0.7% 9,479 $3.9M
San Luis Wealth Advisors LLC 0.93% New 9,479 $3.9M
Cumberland Partners Ltd 0.28% Add +1.3% 9,465 $3.9M
Callan Family Office, LLC 0.74% Add +35.3% 9,460 $3.8M
Compass Financial Group, INC 0.83% Add +9.8% 9,456 $3.8M
Brandywine Oak Private Wealth LLC 0.40% Add +0.0% 9,452 $3.8M
Prosperity Consulting Group, LLC 0.52% Reduce -5.4% 9,442 $3.8M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.39% Add +90.8% 9,423 $3.8M
Garde Capital, Inc. 0.27% Reduce -0.4% 9,421 $3.8M
Resurgent Financial Advisors LLC 2.39% Reduce -9.6% 9,409 $3.8M
Personal Cfo Solutions, LLC 0.59% Add +1.1% 9,400 $3.8M
Lodestar Private Asset Management LLC 0.53% Reduce -0.4% 9,400 $3.8M
Addison Advisors LLC 1.23% Reduce -0.7% 9,341 $3.8M
Cypress Wealth Services, LLC 0.84% Add +1.5% 9,321 $3.8M
WealthTrust Axiom LLC 1.26% Add +0.2% 9,313 $3.8M
Moody National Bank Trust Division 0.29% Add +254.4% 9,310 $3.8M
Kingfisher Capital LLC 0.89% Reduce -6.1% 9,304 $3.8M
Semmax Financial Advisors Inc. 1.14% Reduce -1.0% 8,746 $3.8M
FSB Premier Wealth Management, Inc. 1.71% Add +36.3% 9,288 $3.8M
Catalyst Financial Partners LLC 0.83% Add +3.4% 9,271 $3.8M
Clark Capital Management Group, Inc. 0.03% Reduce -24.8% 9,244 $3.8M
McIlrath & Eck, LLC 0.56% Add +7.1% 9,228 $3.8M
Highline Wealth Partners LLC 1.41% Add +11.6% 9,219 $3.8M
Pinkerton Wealth, LLC 0.58% Add +6.1% 9,216 $3.7M
Cadence Bank 0.28% Add +7.4% 9,216 $3.7M
Woodard & Co. Asset Management Group Inc. 0.93% Add +3.5% 9,211 $3.7M
Roman Butler Fullerton & Co. 1.21% Reduce -0.2% 9,052 $3.7M
Smith, Moore & Co. 0.39% Reduce -3.9% 9,205 $3.7M
Everhart Financial Group, Inc. 0.97% Add +10.1% 9,182 $3.7M
Pullen Investment Management, LLC 3.09% Reduce -2.1% 9,181 $3.7M
Certuity, LLC 0.30% Reduce -4.2% 9,178 $3.7M
LPWM LLC 1.29% Add +0.1% 9,114 $3.7M
Adirondack Trust Co. 1.52% Reduce -2.2% 9,155 $3.7M
Alpha Omega Wealth Management LLC 0.71% Add +0.6% 9,146 $3.7M
Garrett Wealth Advisory Group, LLC 1.36% Add +1.6% 9,125 $3.7M
Forte Capital LLC 0.45% Reduce -0.3% 9,114 $3.7M
Good Life Advisors, LLC 0.30% Add +72.2% 9,078 $3.7M
Norway Savings Bank 2.10% Add +1.8% 9,069 $3.7M
Dorsey Wright & Associates 0.96% Add +0.3% 9,064 $3.7M
Sonora Investment Management Group, LLC 0.29% No change 8,755 $3.7M
Balboa Wealth Partners 0.97% Reduce -0.6% 9,024 $3.7M
Wealth Alliance Advisory Group, LLC 0.83% Add +6.1% 9,009 $3.7M
Kwmg, LLC 0.40% New 9,008 $3.7M
GeoWealth Management, LLC 0.16% Add +20.4% 8,986 $3.7M
TCV Trust & Wealth Management, Inc. 0.35% Reduce -0.1% 8,986 $3.7M
Winthrop Advisory Group LLC 0.50% Reduce -2.3% 8,985 $3.7M
Jupiter Wealth Management LLC 1.94% Reduce -6.3% 8,332 $3.7M
180 Wealth Advisors, LLC 0.60% Add +17.6% 8,715 $3.6M
BOK Financial Private Wealth, Inc. 0.27% Reduce -2.7% 8,964 $3.6M
GFG Capital, LLC 0.99% Add +10.7% 8,963 $3.6M
Sentry Investment Management LLC 1.62% Reduce -17.0% 8,960 $3.6M
Spectrum Asset Management, Inc. (NB/CA) 1.68% Reduce -4.2% 8,942 $3.6M
Tyler-Stone Wealth Management 1.50% Reduce -0.9% 8,918 $3.6M
Clearstead Trust, LLC 0.90% Reduce -1.6% 8,918 $3.6M
Chaney Capital Management, Inc. 2.40% No change 8,909 $3.6M
Curbstone Financial Management Corp 0.79% Reduce -0.3% 8,908 $3.6M
Waters Parkerson & Co., LLC 0.19% Add +7.5% 8,906 $3.6M
E Fund Management Co., Ltd. 0.20% Add +11.2% 8,902 $3.6M
Garden State Investment Advisory Services LLC 1.25% Add +0.7% 8,898 $3.6M
Shepherd Kaplan Krochuk, LLC 2.86% Reduce -1.0% 8,895 $3.6M
Symmetry Partners, LLC 0.19% Reduce -12.6% 8,888 $3.6M
Orser Capital Management, LLC 2.71% No change 8,848 $3.6M
Sheaff Brock Investment Advisors, LLC 0.33% Reduce -14.2% 8,831 $3.6M
Chilton Capital Management LLC 0.16% Add +4.7% 8,831 $3.6M
Patton Albertson Miller Group, LLC 0.51% Add +5.6% 8,827 $3.6M
Larson Financial Group LLC 0.24% Add +25.6% 8,813 $3.6M
AXS Investments LLC 1.00% Add +0.1% 8,781 $3.6M
Chapin Davis, Inc. 1.22% Reduce -2.3% 8,760 $3.6M
Physicians Financial Services, Inc. 1.16% Add +5.4% 8,755 $3.6M
Bouchey Financial Group, Ltd. 0.34% No change 8,740 $3.6M
Quadcap Wealth Management, LLC 0.64% Add +23.9% 8,738 $3.6M
RKL Wealth Management LLC 0.34% Add +0.0% 8,712 $3.5M
My Personal CFO, LLC 1.89% Reduce -0.2% 8,698 $3.5M
Concord Asset Management, LLC 0.88% Add +15.6% 8,698 $3.5M
Weaver Capital Management LLC 1.14% Add +13.0% 8,678 $3.5M
Ibex Wealth Advisors 0.55% Add +28.5% 8,678 $3.5M
CHICAGO TRUST Co NA 0.72% Reduce -8.7% 8,673 $3.5M
Prestige Wealth Management Group LLC 0.76% Add +105.8% 8,671 $3.5M
Insight Advisors, LLC/ PA 0.64% Add +0.9% 8,650 $3.5M
Patten & Patten Inc. 0.25% Add +14.4% 8,641 $3.5M
Marcum Wealth, LLC 0.35% Add +3.9% 8,639 $3.5M
Deane Retirement Strategies, Inc. 1.80% Reduce -1.1% 8,643 $3.5M
NTV Asset Management LLC 0.50% Add +3.9% 8,627 $3.5M
First American Trust, FSB 0.35% Reduce -2.2% 8,610 $3.5M
Cim Investment Management Inc. 1.08% Reduce -0.6% 8,609 $3.5M
Crosspoint Financial, LLC 14.29% No change 8,605 $3.5M
Gould Capital, LLC 2.46% Reduce -2.3% 8,586 $3.5M
Deltec Asset Management LLC 0.67% No change 8,578 $3.5M
Long Island Wealth Management, Inc. 2.45% Reduce -1.0% 8,552 $3.5M
Ausdal Financial Partners, Inc. 0.37% Add +1.8% 8,537 $3.5M
Ashford Capital Management Inc. 0.47% No change 8,535 $3.5M
JSF Financial, LLC 1.06% Reduce -2.5% 8,533 $3.5M
Pacific Center for Financial Services 0.97% Add +2.0% 8,524 $3.5M
Dynasty Wealth Management, LLC 0.10% Reduce -1.8% 8,505 $3.5M
Triangle Securities Wealth Management 0.98% Reduce -6.0% 8,491 $3.5M
Clarity Capital Advisors, LLC 2.67% Add +0.3% 8,482 $3.5M
Finivi Inc. 2.86% Add +2.4% 8,478 $3.4M
Premier Path Wealth Partners, LLC 0.59% Add +0.9% 8,460 $3.4M
Aberdeen Wealth Management LLC 2.32% Reduce -4.0% 8,430 $3.4M
Western Pacific Wealth Management, LP 2.59% Add +2.1% 8,424 $3.4M
Hartford Financial Management Inc. 0.73% Reduce -3.6% 8,410 $3.4M
CTC Alternative Strategies, Ltd. 1.45% New 8,400 $3.4M
Aurora Private Wealth, Inc. 2.99% Add +0.2% 8,387 $3.4M
Rede Wealth, LLC 3.13% Reduce -2.4% 8,362 $3.4M
Modern Wealth Management, LLC 0.25% Add +4.8% 8,359 $3.4M
ZWJ Investment Counsel Inc. 0.15% Reduce -2.6% 8,348 $3.4M
Vance Wealth, LLC 1.39% Add +0.4% 8,338 $3.4M
Strategic Investment Solutions, Inc. 1.09% — 7,996 $3.4M
Teamwork Financial Advisors, LLC 0.50% Reduce -34.5% 8,319 $3.4M
Lodestone Wealth Management LLC 1.78% Reduce -1.4% 8,315 $3.4M
BCGM Wealth Management, LLC 1.17% Add +0.5% 8,307 $3.4M
General Partner, Inc. 2.16% Add +1.4% 8,305 $3.4M
Southland Equity Partners LLC 0.96% Add +3.5% 8,299 $3.4M
HBW Advisory Services LLC 0.56% Add +9.7% 8,294 $3.4M
Aull & Monroe Investment Management Corp 1.66% Reduce -11.6% 8,287 $3.4M
RMR Wealth Builders 0.39% Reduce -0.8% 8,267 $3.4M
Freedom Day Solutions, LLC 1.13% Add +3.5% 8,246 $3.4M
Sterling Investment Advisors, Ltd. 0.91% Reduce -0.2% 8,233 $3.3M
HF Advisory Group, LLC 1.73% Add +16.6% 8,231 $3.3M
Hardin Capital Partners, LLC 2.18% — 8,218 $3.3M
Beach Investment Counsel Inc. 0.41% Reduce -44.5% 8,217 $3.3M
KKM Financial LLC 1.58% Add +0.7% 8,202 $3.3M
Provenance Wealth Advisors, LLC 0.47% Reduce -0.1% 8,208 $3.3M
National Wealth Management Group, LLC 2.54% Add +16.8% 8,200 $3.3M
Kaye Capital Management 1.40% Reduce -0.3% 8,192 $3.3M
VeraBank, N.A. 1.03% Reduce -0.5% 8,185 $3.3M
Prairiewood Capital, LLC 1.58% No change 8,166 $3.3M
Alesco Advisors, LLC, An ESL Co 0.11% Add +0.1% 8,165 $3.3M
Gilliland Jeter Wealth Management LLC 1.12% Add +0.1% 8,159 $3.3M
Dimension Capital Management LLC 0.67% Reduce -0.0% 8,149 $3.3M
McAlister, Sweet & Associates, Inc. 2.37% Reduce -5.7% 8,119 $3.3M
Ables, Iannone, Moore & Associates, Inc. 2.18% Reduce -0.1% 8,119 $3.3M
Journey Advisory Group, LLC 0.40% Reduce -2.1% 8,118 $3.3M
Private Capital Management LLC 0.66% Add +2.3% 8,107 $3.3M
Gradient Capital Advisors, LLC 1.18% Add +1.6% 8,102 $3.3M
Diversify Advisory Services, LLC 0.18% Add +2.3% 8,022 $3.3M
LWM Advisory Services, LLC 2.76% Reduce -9.1% 8,093 $3.3M
Wimmer Associates 1, LLC 1.69% Add +2.0% 8,082 $3.3M
Lewis Asset Management, LLC 2.51% Add +2.2% 8,072 $3.3M
Van Cleef Asset Management,Inc 0.41% No change 8,069 $3.3M
Cable Hill Partners, LLC 0.36% New 8,068 $3.3M
Novak & Powell Financial Services, Inc. 2.04% Add +3.7% 8,064 $3.3M
Klingman & Associates, LLC 0.22% Reduce -8.7% 8,034 $3.3M
GSG Advisors LLC 1.15% Reduce -0.6% 8,024 $3.3M
Versant Capital Management, Inc 0.82% Add +6.6% 7,992 $3.3M
Oak Grove Capital LLC 0.83% Reduce -0.2% 7,985 $3.2M
Childress Capital Advisors, LLC 0.91% Add +4.4% 7,966 $3.2M
Sentry LLC 0.60% Reduce -0.6% 7,948 $3.2M
Windsor Advisory Group, LLC 6.48% Add +0.9% 7,943 $3.2M
Aufman Associates Inc 2.29% Add +1.6% 7,916 $3.2M
Capital Investment Counsel, LLC 0.63% Add +290.5% 7,912 $3.2M
E&G Advisors, LLC 0.95% Add +2.6% 7,906 $3.2M
Wynn Capital, LLC 2.38% Add +2.2% 7,900 $3.2M
Black Diamond Financial, LLC 0.62% Add +76.0% 7,885 $3.2M
Twin Lakes Capital Management, LLC 2.19% No change 7,872 $3.2M
Capitol Family Office, Inc. 4.28% Reduce -7.5% 7,860 $3.2M
Crescent Grove Advisors, LLC 0.35% Reduce -42.1% 7,850 $3.2M
New England Research & Management, Inc. 1.53% Reduce -0.5% 7,845 $3.2M
LaFleur & Godfrey LLC 0.47% Reduce -0.5% 7,838 $3.2M
Guidance Capital, Inc. 1.04% Add +3.9% 7,265 $3.2M
WFA of San Diego, LLC 2.86% — 7,829 $3.2M
Cadent Capital Advisors, LLC 1.29% Reduce -1.3% 7,826 $3.2M
Redhawk Wealth Advisors, Inc. 0.49% Reduce -2.6% 7,821 $3.2M
Gray Wealth Management Inc. 1.37% Add +4.9% 7,804 $3.2M
Edgestream Partners, L.P. 0.15% Add +48.1% 7,802 $3.2M
Capital Planning Advisors, LLC 0.54% Reduce -4.0% 7,794 $3.2M
Sage Advisors, LLC 2.58% Add +4.1% 7,788 $3.2M
Verus Capital Partners, LLC 0.33% Reduce -0.5% 7,782 $3.2M
Legacy Private Trust Co. 0.22% Add +2.1% 7,762 $3.2M
Quent Capital, LLC 0.35% Add +0.8% 7,760 $3.2M
Rebalance, LLC 0.25% No change 7,745 $3.2M
Evermay Wealth Management LLC 0.50% Add +0.2% 7,730 $3.1M
Catalina Capital Group, LLC 1.20% Add +1.0% 7,724 $3.1M
Hurlow Wealth Management Group, Inc. 1.08% Add +5.3% 7,719 $3.1M
Calton & Associates, Inc. 1.57% Reduce -2.7% 7,712 $3.1M
MCF Advisors LLC 0.24% Add +5.8% 7,707 $3.1M
Relyea Zuckerberg Hanson LLC 0.52% Add +3.8% 7,687 $3.1M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.98% New 7,685 $3.1M
Stevens Capital Management LP 1.06% Add +558.0% 7,685 $3.1M
Continuum Advisory, LLC 0.45% Add +0.2% 7,670 $3.1M
Hikari Power Ltd 0.28% No change 7,670 $3.1M
Wilkinson Global Asset Management LLC 0.20% Reduce -0.5% 7,668 $3.1M
Cortland Associates Inc. 0.39% Add +2.6% 7,665 $3.1M
Community Financial Services Group, LLC 0.67% Reduce -9.9% 7,649 $3.1M
Nixon Peabody Trust Co. 0.28% Reduce -1.2% 7,647 $3.1M
Paragon Private Wealth Management, LLC 1.74% Add +3.8% 7,585 $3.1M
Mosaic Family Wealth Partners, LLC 0.49% Add +0.1% 7,564 $3.1M
Bath Savings Trust Co 0.33% Reduce -7.3% 7,563 $3.1M
Inscription Capital, LLC 0.50% Add +8.7% 7,553 $3.1M
First Personal Financial Services 0.69% Add +33.5% 7,545 $3.1M
Vestor Capital, LLC 0.25% Add +8.3% 7,538 $3.1M
Westshore Wealth, LLC 1.27% No change 7,513 $3.1M
Greater Midwest Financial Group, LLC 1.93% Add +10.6% 6,960 $3.1M
Wealth Alliance, LLC 0.39% Reduce -2.0% 7,496 $3.0M
Nabity-Jensen Investment Management Inc 2.49% Add +0.2% 7,495 $3.0M
FORA Capital, LLC 0.37% New 7,495 $3.0M
Tufton Capital Management 0.59% Reduce -0.7% 7,472 $3.0M
Next Capital Management LLC 1.28% Reduce -10.3% 7,471 $3.0M
NRI Wealth Management LC 2.35% Add +4.8% 7,466 $3.0M
Mad River Investors 2.03% Reduce -4.5% 7,463 $3.0M
Invst, LLC 0.33% Add +9.4% 7,491 $3.0M
CMG Global Holdings, LLC 2.00% Add +0.9% 7,453 $3.0M
Gibson Capital, LLC 0.67% Reduce -5.1% 7,448 $3.0M
KG Capital Management 1.05% Add +45.4% 7,445 $3.0M
St. Louis Trust Co 0.46% No change 7,438 $3.0M
Concentrum Wealth Management 1.27% Add +29.6% 7,432 $3.0M
Aviso Wealth Management 1.79% Add +0.4% 7,427 $3.0M
Adamsbrown Wealth Consultants LLC 1.18% Add +1.6% 7,425 $3.0M
Morse Asset Management, Inc 0.74% Add +928.0% 7,422 $3.0M
Peterson Wealth Management 1.86% Add +58.5% 7,409 $3.0M
Horizon Investments, LLC 0.08% Reduce -74.9% 7,393 $3.0M
Delphi Management Inc. 2.45% Reduce -8.6% 7,387 $3.0M
Roof Eidam Maycock Peralta, LLC 0.81% No change 7,376 $3.0M
Adero Partners, LLC 0.22% Add +5.1% 7,356 $3.0M
Nikulski Financial, Inc. 0.95% Reduce -0.2% 7,327 $3.0M
Bey-Douglas LLC 2.76% Add +1.0% 7,324 $3.0M
Lederer & Associates Investment Counsel 2.15% Reduce -0.0% 7,308 $3.0M
Sand Hill Global Advisors, LLC 0.14% Add +64.2% 7,308 $3.0M
CFM Wealth Partners LLC 0.55% Add +2.8% 7,306 $3.0M
Planning Center, Inc. 0.39% Add +4.6% 7,296 $3.0M
Avalon Capital Management 0.94% Reduce -0.3% 7,296 $3.0M
LRI Investments, LLC 0.34% Add +220.5% 7,295 $3.0M
Orca Investment Management, LLC 2.83% Add +0.9% 7,293 $3.0M
Smith Anglin Financial, LLC 0.30% Add +0.6% 7,291 $3.0M
Voya Financial Advisors, Inc. 0.34% Add +6.7% 7,269 $3.0M
Fiducient Advisors LLC 0.41% Reduce -16.6% 7,276 $3.0M
LongView Wealth Management 1.09% Reduce -1.3% 7,272 $3.0M
Samalin Investment Counsel, LLC 1.38% Add +2.1% 7,254 $3.0M
Black Swift Group, LLC 0.68% Reduce -17.1% 7,250 $2.9M
Field & Main Bank 1.10% Add +0.8% 7,247 $2.9M
IPG Investment Advisors LLC 0.64% Add +3.4% 7,245 $2.9M
Palumbo Wealth Management LLC 1.24% Add +23.4% 7,232 $2.9M
Hourglass Capital, LLC 0.87% Reduce -0.5% 7,225 $2.9M
Clare Market Investments LLC 0.82% Add +1.4% 7,186 $2.9M
First National Bank of Mount Dora, Trust Investment Services 0.70% Add +2.2% 7,182 $2.9M
Silver Oak Securities, Incorporated 0.44% Reduce -0.9% 7,176 $2.9M
Mark Sheptoff Financial Planning, LLC 1.63% No change 7,162 $2.9M
MGB Wealth Management, LLC 1.09% Add +4.7% 6,916 $2.9M
KLCM Advisors, Inc. 0.36% Add +0.7% 7,142 $2.9M
Mirabella Financial Services LLP 0.25% Add +741.0% 7,140 $2.9M
SOL Capital Management CO 0.35% Reduce -2.3% 7,127 $2.9M
Holderness Investments Co. 0.68% Reduce -0.4% 7,121 $2.9M
Balyasny Asset Management L.P. 0.01% Add +71.8% 7,112 $2.9M
Portside Wealth Group, LLC 0.55% Add +0.1% 7,106 $2.9M
SevenBridge Financial Group, LLC 0.64% Add +0.1% 6,843 $2.9M
Asset Management Group, Inc. 0.44% Add +0.9% 7,095 $2.9M
Tilia Fiduciary Partners, Inc. 2.25% Add +8.6% 7,087 $2.9M
James Hambro & Partners LLP 0.13% Add +1.0% 7,082 $2.9M
Lester Murray Antman dba SimplyRich 0.91% Reduce -0.6% 7,087 $2.9M
Tectonic Advisors LLC 0.21% Add +1.6% 7,044 $2.9M
Augustine Asset Management Inc. 1.11% No change 7,043 $2.9M
Motco 0.17% Add +3.3% 7,027 $2.9M
Walker Financial Services, Inc. 2.23% Add +5.7% 7,013 $2.9M
Stevard, LLC 2.46% No change 7,004 $2.8M
Founders Financial Securities LLC 0.27% Add +16.9% 7,000 $2.8M
Callan Capital, LLC 0.23% Add +75.4% 6,981 $2.8M
Keystone Financial Services 1.18% Add +5.9% 6,981 $2.8M
Investment Research & Advisory Group, Inc. 1.26% Reduce -2.2% 6,975 $2.8M
Fairhaven Wealth Management, LLC 0.94% Reduce -0.3% 6,955 $2.8M
Gemmer Asset Management LLC 0.30% Add +49.7% 6,942 $2.8M
Kesler, Norman & Wride, LLC 0.60% Add +27.3% 6,937 $2.8M
Legacy Bridge, LLC 1.66% Add +0.1% 6,924 $2.8M
Lantern Wealth Advisors, LLC 2.04% No change 6,921 $2.8M
Triton Financial Group Inc 1.97% Add +0.1% 6,913 $2.8M
Allen Operations LLC 0.55% No change 6,906 $2.8M
BIP Wealth, LLC 0.23% Reduce -0.2% 6,905 $2.8M
Chesapeake Wealth Management 1.02% Reduce -2.5% 6,900 $2.8M
Alta Wealth Advisors LLC 1.40% No change 6,892 $2.8M
Cahaba Wealth Management, Inc. 0.25% Reduce -1.4% 6,889 $2.8M
Townsend Asset Management Corp. /NC/ 1.09% Reduce -0.1% 6,883 $2.8M
JB Capital LLC 0.18% Add +35.9% 6,882 $2.8M
Weatherly Asset Management L. P. 0.26% Add +3.1% 6,870 $2.8M
Peoples Financial Services Corp. 1.26% Reduce -2.6% 6,849 $2.8M
Trust Co. of Oklahoma 0.98% Reduce -1.1% 6,837 $2.8M
REDW Wealth LLC 0.73% Add +0.1% 6,818 $2.8M
Coastal Bridge Advisors, LLC 0.69% Add +0.9% 6,812 $2.8M
Financial Partners Group, Inc 0.44% Add +0.5% 6,804 $2.8M
Pension & Wealth Management Advisors, Inc. 1.59% Reduce -1.0% 6,803 $2.8M
Wellington Shields & Co., LLC 0.90% Add +0.3% 6,799 $2.8M
Guardian Investment Management 1.98% No change 6,790 $2.8M
Employees Retirement System of Texas 0.03% Reduce -45.4% 6,790 $2.8M
Intellectus Partners, LLC 0.76% Reduce -10.4% 6,788 $2.8M
Quadrant Private Wealth Management, LLC 0.63% Add +0.7% 6,779 $2.8M
Hiley Hunt Wealth Management 1.70% Reduce -4.9% 6,774 $2.8M
FLC Capital Advisors 0.68% Reduce -16.9% 6,766 $2.8M
Prentiss Smith & Co. Inc. 1.92% No change 6,755 $2.7M
Guardian Financial Partners, LLC 1.82% Add +0.3% 6,748 $2.7M
Jag Capital Management, LLC 0.38% No change 6,747 $2.7M
Altrius Capital Management Inc 0.72% Reduce -1.0% 6,731 $2.7M
Canandaigua National Bank & Trust Co. 0.30% Reduce -1.9% 6,696 $2.7M
Total Clarity Wealth Management, Inc. 0.94% Add +2.6% 6,691 $2.7M
Legato Capital Management LLC 0.37% Reduce -31.4% 6,685 $2.7M
Camelot Portfolios, LLC 1.54% Add +431.4% 6,669 $2.7M
Altman Advisors, Inc. 1.54% Reduce -0.2% 6,666 $2.7M
Magnolia Capital Management Ltd. 2.26% No change 6,631 $2.7M
Verdad Advisers, LP 3.11% Add +68.3% 6,628 $2.7M
Atlas Brown,Inc. 0.97% Add +0.4% 6,624 $2.7M
Alps Advisors Inc. 0.02% Add +3.1% 6,620 $2.7M
Lowe Brockenbrough & Co. Inc. 0.18% Reduce -2.5% 6,612 $2.7M
First National Bank of Hutchinson 1.72% Add +9.1% 6,604 $2.7M
Independent Family Office, LLC 1.53% Reduce -14.4% 6,587 $2.7M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.31% No change 6,587 $2.7M
Vista Investment Partners LLC 0.90% Add +1.0% 6,577 $2.7M
Greenup Street Wealth Management LLC 0.63% Reduce -64.3% 6,552 $2.7M
Capital Advisory Group Advisory Services, LLC 1.14% Add +10.6% 6,551 $2.7M
Newman Dignan & Sheerar, Inc. 0.69% Reduce -0.8% 6,550 $2.7M
Gladius Capital Management LP 2.66% Add +224.7% 6,546 $2.7M
Pegasus Partners Ltd. 0.27% Add +19.8% 6,529 $2.7M
Brave Asset Management Inc. 0.67% Reduce -1.5% 6,506 $2.6M
Sterneck Capital Management, LLC 1.50% Reduce -2.8% 6,504 $2.6M
Lyell Wealth Management, LP 0.25% No change 6,494 $2.6M
1858 Wealth Management, LLC 2.19% Reduce -16.1% 6,487 $2.6M
Trifecta Capital Advisors, LLC 0.58% Reduce -7.0% 6,465 $2.6M
Thrive Wealth Management, LLC 0.51% Add +0.1% 6,449 $2.6M
Peachtree Investment Partners, LLC 1.03% Reduce -1.1% 6,432 $2.6M
Aureus Asset Management, LLC 0.18% Reduce -1.9% 6,428 $2.6M
Greenwich Wealth Management LLC 0.19% Add +5.9% 6,424 $2.6M
Meridian Investment Counsel Inc. 0.83% Add +11.8% 6,421 $2.6M
Optas, LLC 0.67% Add +7.7% 6,412 $2.6M
Leonard Rickey Investment Advisors P.L.L.C. 0.62% Add +12.2% 6,398 $2.6M
Financial Gravity Asset Management, Inc. 0.65% Add +6.2% 6,397 $2.6M
Artemis Wealth Advisors, LLC 0.41% Add +4.9% 6,392 $2.6M
Herold Advisors, Inc. 0.60% Add +5.8% 6,388 $2.6M
Altfest L J & Co. Inc. 0.35% Reduce -0.3% 6,386 $2.6M
Dover Advisors, LLC 1.60% Add +6.7% 6,382 $2.6M
Octavia Wealth Advisors, LLC 0.35% Add +4.4% 6,375 $2.6M
Madrona Financial Services, LLC 0.80% Reduce -1.4% 6,362 $2.6M
Grey Ledge Advisors, LLC 0.71% Add +0.6% 6,353 $2.6M
1776 Wealth LLC 1.16% Reduce -3.2% 6,350 $2.6M
Brandywine Trust Co. 0.43% No change 6,348 $2.6M
Northwest Quadrant Wealth Management, LLC 0.64% Reduce -3.1% 6,344 $2.6M
Diversified, LLC 0.30% Add +102.2% 6,334 $2.6M
PGIM Custom Harvest LLC 0.06% Add +12.3% 6,334 $2.6M
Axq Capital, LP 0.60% Add +187.5% 6,325 $2.6M
Laraway Financial Advisors Inc 2.20% No change 6,323 $2.6M
AlphaStar Capital Management, LLC 0.24% Add +17.1% 6,313 $2.6M
Breakwater Capital Group 0.58% Add +2.2% 6,285 $2.6M
Kraematon Investment Advisors, Inc. 2.60% No change 6,285 $2.6M
Vaughan David Investments LLC 0.06% Add +1.7% 6,280 $2.6M
Retirement Income Solutions, Inc. 0.62% Add +10.8% 6,268 $2.5M
Hazlett, Burt & Watson, Inc. 1.31% Add +0.6% 6,261 $2.5M
Norden Group LLC 0.51% Reduce -0.6% 6,251 $2.5M
Foundation Wealth Management, LLC 1.99% Add +1.7% 6,250 $2.5M
B&D White Capital Company, LLC 0.53% Add +0.3% 6,243 $2.5M
Pinnacle Financial Group, LLC / IL 1.09% Reduce -0.7% 6,238 $2.5M
Annex Advisory Services, LLC 0.09% Reduce -6.5% 6,234 $2.5M
Gilbert & Cook, Inc. 0.37% No change 6,220 $2.5M
Point72 Asia (Singapore) Pte. Ltd. 0.53% New 6,212 $2.5M
1922 Investment Co LLC 82.33% — 6,205 $2.5M
FCG Investment Co 1.91% Add +7.9% 6,202 $2.5M
Nicolet Bankshares Inc. 0.53% Reduce -0.3% 6,201 $2.5M
Alberta Investment Management Corp 0.03% Reduce -82.3% 6,200 $2.5M
Bourgeon Capital Management LLC 0.49% Add +6.7% 6,196 $2.5M
Adalta Capital Management LLC 1.37% No change 6,193 $2.5M
My Legacy Advisors, LLC 0.81% Add +0.5% 6,191 $2.5M
FSM Wealth Advisors, LLC 0.84% Reduce -0.8% 6,168 $2.5M
Condor Capital Management 0.24% Reduce -1.6% 6,126 $2.5M
Intelligence Driven Advisers, LLC 0.35% Add +0.9% 6,120 $2.5M
First Eagle Investment Management, LLC 0.01% Add +61.5% 6,103 $2.5M
Accurate Wealth Management, LLC 0.59% Add +16.2% 5,722 $2.5M
Strait & Sound Wealth Management LLC 1.26% Add +3.3% 6,097 $2.5M
Girard Partners LTD. 0.23% Reduce -0.8% 6,095 $2.5M
Levin Capital Strategies, L.P. 0.26% Reduce -3.6% 6,094 $2.5M
Northwest Bancshares, Inc. 0.42% Reduce -0.1% 6,079 $2.5M
Miller Wealth Advisors, LLC 1.33% Reduce -2.6% 6,059 $2.5M
Legacy Financial Advisors, Inc. 0.44% Add +4.1% 6,045 $2.5M
Maple Capital Management, Inc. 0.20% Reduce -3.2% 6,030 $2.5M
Legacy Financial Group, Inc. 0.93% Reduce -0.2% 6,028 $2.5M
Provident Trust Co. 0.05% No change 6,015 $2.4M
TruWealth Advisors, LLC 0.16% Add +3.2% 6,011 $2.4M
Mattson Financial Services, LLC 0.87% — 6,009 $2.4M
Heartwood Wealth Advisors LLC 0.29% Add +25.6% 6,001 $2.4M
Unique Wealth Strategies, LLC 1.14% No change 5,799 $2.4M
Old Mission Investment Co LLC 0.79% Add +1.6% 5,988 $2.4M
Householder Group Estate & Retirement Specialist, LLC 0.68% Reduce -6.1% 5,986 $2.4M
Dean Investment Associates, LLC 0.34% Reduce -11.9% 5,960 $2.4M
Passumpsic Savings Bank 1.74% Reduce -23.6% 5,954 $2.4M
Linscomb Wealth, Inc. 0.13% Reduce -4.0% 5,947 $2.4M
Integrated Investment Consultants, LLC 0.67% No change 5,749 $2.4M
Hohimer Wealth Management, LLC 0.56% Add +86.8% 5,936 $2.4M
Ballast, Inc. 0.74% Add +0.6% 5,935 $2.4M
Twin City Private Wealth, LLC 2.27% Add +16.3% 5,918 $2.4M
Spirepoint Private Client, LLC 0.34% Add +14.7% 5,913 $2.4M
Virtue Capital Management, LLC 0.41% Reduce -2.9% 5,528 $2.4M
Triumph Capital Management 0.94% Reduce -3.6% 5,910 $2.4M
Burke & Herbert Bank & Trust Co. 0.58% Add +106.5% 5,891 $2.4M
Fox Hill Wealth Management 1.46% Add +7.5% 5,880 $2.4M
Smartleaf Asset Management LLC 0.39% Add +42.0% 5,862 $2.4M
Sciencast Management LP 0.83% Add +27.4% 5,878 $2.4M
FWG Holdings, LLC 1.20% Add +7.9% 5,508 $2.4M
Fortis Capital Management LLC 0.51% Add +19.7% 5,873 $2.4M
Retirement Planning Group, LLC 0.15% Add +7.3% 5,865 $2.4M
Naples Global Advisors, LLC 0.24% Reduce -1.3% 5,861 $2.4M
Investment Partners, LTD. 1.07% Add +1.1% 5,857 $2.4M
Secure Asset Management, LLC 0.45% Add +57.3% 5,855 $2.4M
Benin Management CORP 0.72% Reduce -3.3% 5,842 $2.4M
Seven Post Investment Office LP 0.44% Add +39.7% 5,838 $2.4M
Fingerlakes Wealth Management, Inc. 2.13% Reduce -1.8% 5,827 $2.4M
Levy Wealth Management Group, LLC 0.61% Add +0.0% 5,821 $2.4M
Monarch Capital Management Inc. 0.70% No change 5,818 $2.4M
Wulff, Hansen & Co. 2.34% No change 5,817 $2.4M
Ethos Financial Group, LLC 0.42% Add +65.5% 5,800 $2.4M
Transatlantique Private Wealth LLC 0.96% No change 5,804 $2.4M
Spreng Capital Management, Inc. 1.22% Add +0.2% 5,795 $2.4M
Independence Bank of Kentucky 0.62% Add +26.3% 5,793 $2.4M
Two Sigma Securities, LLC 0.11% Add +41.3% 5,792 $2.4M
Claro Advisors Inc. 0.37% Add +9.5% 5,784 $2.4M
Silvia McColl Wealth Management, LLC 1.94% Reduce -4.2% 5,778 $2.4M
Armstrong, Fleming & Moore, Inc 1.51% Add +6.1% 5,771 $2.3M
Enterprise Financial Services Corp 1.44% Add +22.6% 5,731 $2.3M
Regents of the University of California 1.27% No change 5,723 $2.3M
Alan B Lancz & Associates, Inc. 2.30% — 5,717 $2.3M
Arbor Investment Advisors, LLC 0.34% No change 5,701 $2.3M
Barlow Wealth Partners, LLC 0.32% Add +13.8% 5,347 $2.3M
Firethorn Wealth Partners, LLC 1.31% Add +0.5% 5,678 $2.3M
Camden National Bank 0.36% Add +52.7% 5,662 $2.3M
G2 Capital Management, LLC / Oh 0.71% Reduce -12.7% 5,622 $2.3M
Cutler Investment Counsel LLC 0.31% Reduce -0.9% 5,620 $2.3M
Auxano Advisors, LLC 0.63% Add +1.3% 5,604 $2.3M
O'ROURKE & COMPANY, Inc 1.28% Reduce -6.6% 5,596 $2.3M
Founders Financial Alliance, LLC 0.67% Add +1.2% 5,592 $2.3M
Dohj, LLC 0.57% Add +0.6% 5,568 $2.3M
Vawter Financial, Ltd. 1.55% Reduce -4.3% 5,564 $2.3M
XTX Topco Ltd 0.19% New 5,563 $2.3M
Walden Wealth Partners LLC 1.26% No change 5,560 $2.3M
O'Dell Group, LLC 0.55% No change 5,368 $2.3M
Viawealth, LLC 1.40% Reduce -2.2% 5,539 $2.3M
Goepper Burkhardt LLC 1.02% No change 5,527 $2.2M
Firestone Capital Management 0.61% No change 5,512 $2.2M
Inspire Trust Co, N.A. 0.74% Add +91.0% 5,509 $2.2M
Three Seasons Wealth, LLC 1.24% Reduce -1.4% 5,499 $2.2M
GoalVest Advisory LLC 0.71% Reduce -12.4% 5,493 $2.2M
Burt Wealth Advisors 0.59% New 5,486 $2.2M
Zullo Investment Group, Inc. 0.98% Reduce -4.7% 5,479 $2.2M
FF Advisors,LLC 1.57% No change 5,469 $2.2M
Lynx Investment Advisory 1.65% — 5,462 $2.2M
Select Asset Management & Trust 0.88% Reduce -22.9% 5,448 $2.2M
Bank Hapoalim BM 0.33% Reduce -12.4% 5,439 $2.2M
Weaver Consulting Group 0.77% Reduce -0.8% 5,440 $2.2M
Tealwood Asset Management Inc. 1.33% Reduce -0.4% 5,429 $2.2M
Fiduciary Family Office, LLC 0.87% Reduce -16.7% 5,430 $2.2M
Sound Income Strategies, LLC 0.15% Add +36.6% 5,430 $2.2M
Petra Financial Advisors Inc. 1.59% Reduce -0.6% 5,426 $2.2M
Jackson Wealth Management, LLC 0.47% Reduce -42.1% 5,426 $2.2M
Elmwood Wealth Management, Inc. 0.98% Reduce -0.7% 5,420 $2.2M
Hantz Financial Services, Inc. 0.04% Reduce -1.3% 5,418 $2.2M
Scissortail Wealth Management, LLC 0.56% Add +45.7% 5,415 $2.2M
D. Scott Neal, Inc. 1.22% No change 5,400 $2.2M
GC Wealth Management RIA, LLC 0.43% Add +6.5% 5,381 $2.2M
Liberty Wealth Management LLC 0.40% Add +539.0% 34,998 $2.2M
Godsey & Gibb, Inc. 0.23% Reduce -5.9% 5,371 $2.2M
Alhambra Investment Management LLC 1.19% Add +1.0% 5,355 $2.2M
FUKOKU MUTUAL LIFE INSURANCE Co 0.17% Reduce -4.1% 5,353 $2.2M
Heritage Wealth Partners, LLC 3.15% Add +4.3% 5,349 $2.2M
Howard Capital Management Group, LLC 0.16% Reduce -3.0% 5,347 $2.2M
Bangor Savings Bank 0.22% Reduce -5.1% 5,334 $2.2M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +0.3% 5,333 $2.2M
Benjamin Edwards Inc. 0.42% Add +2.6% 5,330 $2.2M
Kathmere Capital Management, LLC 0.23% Add +37.5% 5,329 $2.2M
Blankinship & Foster, LLC 0.56% Reduce -2.4% 5,328 $2.2M
Seelaus Asset Management LLC 2.26% Add +4.3% 5,327 $2.2M
North Star Asset Management Inc. 0.10% Add +0.7% 5,323 $2.2M
Baker Avenue Asset Management, LP 0.07% Add +0.9% 5,320 $2.2M
Stevens Capital Partners 1.12% Add +0.7% 5,316 $2.2M
Soditic Asset Management LLP 2.51% No change 5,315 $2.2M
SkyOak Wealth, LLC 0.50% Reduce -2.0% 5,313 $2.2M
Kornitzer Capital Management Inc. 0.04% Add +10.9% 5,299 $2.2M
Tranquilli Financial Advisor LLC 1.44% Reduce -0.2% 5,312 $2.2M
Fishman Jay A Ltd. 0.23% Add +5.9% 5,290 $2.2M
United Asset Strategies, Inc. 0.21% Reduce -0.5% 5,279 $2.1M
Edmonds Duncan Registered Investment Advisors, LLC 0.52% Reduce -1.5% 5,271 $2.1M
Pine Harbor Wealth Management, LLC 1.26% No change 5,263 $2.1M
Sfm, LLC 1.61% Add +0.3% 5,254 $2.1M
Steinberg Asset Management LLC 1.67% Reduce -7.3% 5,252 $2.1M
Sage Capital Advisors,llc 0.61% Add +2.3% 5,250 $2.1M
Aspen Grove Capital, LLC 0.50% Add +0.3% 5,240 $2.1M
Hills Bank & Trust Co 0.17% Add +4.3% 5,236 $2.1M
Mattern Wealth Management LLC 0.51% Reduce -5.0% 5,230 $2.1M
Peregrine Asset Advisers, Inc. 0.84% Reduce -4.5% 5,229 $2.1M
Brown Miller Wealth Management, LLC 0.88% No change 5,227 $2.1M
Consolidated Capital Management, LLC 1.02% No change 5,223 $2.1M
Tranquility Partners, LLC 0.82% Reduce -0.7% 5,217 $2.1M
Helios Capital Management Pte. Ltd. 1.38% No change 5,200 $2.1M
West Family Investments, Inc. 0.63% Reduce -0.9% 5,200 $2.1M
Ignite Planners, LLC 0.52% Add +0.4% 5,142 $2.1M
Wealth Effects LLC 0.76% Add +0.1% 5,186 $2.1M
CPA Asset Management Group, LLC 1.13% Reduce -5.8% 5,184 $2.1M
Insight 2811, Inc. 1.09% Add +15.3% 5,182 $2.1M
TFB Advisors LLC 0.69% Add +1.3% 5,178 $2.1M
Parcion Private Wealth LLC 0.19% Add +9.3% 5,167 $2.1M
JPL Wealth Management, LLC 1.03% Add +152.8% 5,163 $2.1M
Terra Nova Asset Management LLC 1.65% Reduce -1.8% 5,153 $2.1M
Channing Global Advisors, LLC 1.75% Reduce -0.0% 5,153 $2.1M
Venturi Wealth Management, LLC 0.12% Add +43.1% 5,140 $2.1M
Hudson Canyon Capital Management 1.41% Reduce -9.1% 5,136 $2.1M
Verity Asset Management, Inc. 0.82% Add +108.2% 5,110 $2.1M
Meyer Handelman Co. 0.07% No change 5,110 $2.1M
Stonebridge Capital Advisors LLC 0.18% Add +0.1% 5,106 $2.1M
Old Well Partners, LLC 2.45% No change 5,100 $2.1M
Winmill & Co. Inc. 0.71% Reduce -16.5% 5,100 $2.1M
Lecap Asset Management Ltd. 0.45% Reduce -18.1% 5,094 $2.1M
Headinvest, LLC 0.41% Reduce -1.3% 5,090 $2.1M
Trail Ridge Investment Advisors, LLC 1.07% Add +3.4% 5,087 $2.1M
Cromwell Holdings LLC 1.23% — 5,073 $2.1M
Aspire Capital Advisors LLC 0.67% Reduce -2.5% 5,070 $2.1M
Sippican Capital Advisors 1.63% No change 5,069 $2.1M
Empire Financial Management Company, LLC 0.68% Reduce -1.8% 5,055 $2.1M
Tyche Wealth Partners LLC 0.50% Add +4.7% 5,053 $2.1M
1900 Wealth Management LLC 0.19% No change 5,047 $2.1M
Guardian Asset Advisors, LLC 1.51% Reduce -0.5% 5,046 $2.1M
Intrua Financial, LLC 0.33% Add +3.9% 5,026 $2.0M
Keystone Wealth Services, LLC 0.64% Add +2.0% 5,020 $2.0M
Front Row Advisors LLC 0.71% Add +30.6% 5,007 $2.0M
Yelin Lapidot Holdings Management Ltd. 0.36% No change 5,000 $2.0M
LMG Wealth Partners, LLC 0.51% Add +0.6% 4,997 $2.0M
MMBG Investment Advisors Co. 0.22% No change 4,995 $2.0M
Keynote Financial Services LLC 1.71% Add +18.1% 4,994 $2.0M
Alta Advisers Ltd 0.98% Add +1.8% 4,986 $2.0M
Allen Mooney & Barnes Investment Advisors LLC 0.36% Reduce -26.9% 4,979 $2.0M
Centric Wealth Management 0.58% Add +0.0% 4,628 $2.0M
Elevation Wealth Partners, LLC 0.96% New 4,971 $2.0M
Romano Brothers and Company 0.28% Reduce -4.9% 4,970 $2.0M
Emprise Bank 1.25% Reduce -17.4% 4,968 $2.0M
Revolve Wealth Partners, LLC 0.33% Reduce -15.8% 4,957 $2.0M
KWB Wealth 0.28% Reduce -1.2% 4,794 $2.0M
Next Level Private LLC 0.92% Add +1.7% 4,950 $2.0M
Abacus Wealth Partners, LLC 0.33% Reduce -4.6% 4,945 $2.0M
Aveo Capital Partners, LLC 0.23% Reduce -12.1% 4,921 $2.0M
SL Advisors, LLC 3.95% Reduce -1.3% 4,918 $2.0M
ARGA Investment Management, LP 0.07% No change 4,893 $2.0M
Financial Connections Group, Inc. 1.03% Add +0.7% 4,883 $2.0M
Creative Financial Designs Inc. 0.18% Add +2.4% 4,878 $2.0M
Cerro Pacific Wealth Advisors LLC 0.76% — 4,874 $2.0M
ERn Financial, LLC 0.33% Add +1.4% 4,872 $2.0M
Paradigm Asset Management Co. LLC 0.55% Reduce -4.9% 4,864 $2.0M
First Western Trust Bank 0.09% No change 4,848 $2.0M
Encompass Wealth Advisors, LLC 0.53% Add +0.1% 4,844 $2.0M
Arrowroot Family Office, LLC 1.26% Reduce -1.0% 4,834 $2.0M
Savvy Advisors, Inc. 0.64% Add +84.5% 4,818 $2.0M
Act Two Investors LLC 0.39% Add +27.4% 4,815 $2.0M
Catalyst Funds Management Pty Ltd 0.52% New 4,800 $2.0M
Capital Counsel LLC 0.09% No change 4,791 $1.9M
Keudell/Morrison Wealth Management 0.57% Add +5.5% 4,779 $1.9M
Three Bridge Wealth Advisors, LLC 0.77% Reduce -3.5% 4,778 $1.9M
Insight Inv LLC 1.68% Add +0.7% 4,776 $1.9M
Oarsman Capital, Inc. 0.43% Add +3.5% 4,774 $1.9M
Mitchell Sinkler & Starr 0.50% Reduce -37.0% 4,393 $1.9M
McAdam, LLC 0.12% Add +106.1% 4,770 $1.9M
Aries Wealth Management 0.61% Reduce -0.3% 4,769 $1.9M
Summa Corp. 0.94% No change 4,762 $1.9M
CYBER HORNET ETFs LLC 2.11% Add +1.7% 4,762 $1.9M
Independent Wealth Network Inc. 0.90% Add +0.2% 4,742 $1.9M
Wrapmanager Inc. 0.53% Add +16.0% 4,740 $1.9M
MJP Associates Inc. 0.40% Reduce -1.6% 4,740 $1.9M
Piscataqua Savings Bank 1.71% Reduce -1.1% 4,733 $1.9M
Plimoth Trust Co. LLC 0.51% Add +1.4% 4,728 $1.9M
Occidental Asset Management, LLC 0.34% Add +3.0% 4,719 $1.9M
Family Legacy, Inc. 0.69% Reduce -0.7% 4,710 $1.9M
Carlson Capital Management 0.09% Add +0.0% 4,701 $1.9M
Centerpoint Advisors, LLC 0.69% Add +0.8% 4,689 $1.9M
InTrack Investment Management Inc 1.36% Add +4.2% 4,683 $1.9M
Droms Strauss Advisors Inc. /Mo/ 0.69% Add +0.0% 4,671 $1.9M
TTP Investments, Inc. 0.71% Add +1.9% 4,655 $1.9M
Aft, Forsyth & Sober, LLC 0.65% No change 4,650 $1.9M
Waypoint Capital Advisors, LLC 0.47% Add +2.3% 4,644 $1.9M
Raelipskie Partnership 1.01% Add +4.5% 4,644 $1.9M
RDA Financial Network 0.62% Add +2.1% 4,636 $1.9M
Guerra Pan Advisors, LLC 1.58% Add +25.8% 4,630 $1.9M
One Day In July LLC 0.23% Add +0.9% 4,623 $1.9M
United Bank 0.94% Add +2.4% 4,619 $1.9M
Murphy, Middleton, Hinkle & Parker, Inc. 1.09% Reduce -1.7% 4,616 $1.9M
LVM Capital Management Ltd. 0.21% Reduce -0.1% 4,615 $1.9M
Journey Strategic Wealth LLC 0.08% Add +15.7% 4,605 $1.9M
Monetary Management Group Inc. 0.49% Add +2.0% 4,603 $1.9M
Qsemble Capital Management, LP 0.36% New 4,600 $1.9M
Intact Investment Management Inc. 0.07% No change 4,600 $1.9M
Two West Capital Advisors LLC 1.78% — 4,595 $1.9M
Massachusetts Wealth Management 1.25% Add +11.9% 4,590 $1.9M
LCNB Corp. 0.70% Reduce -1.4% 4,589 $1.9M
Bell Bank 0.16% Reduce -1.3% 4,588 $1.9M
Altus Wealth Group LLC 0.93% No change 4,582 $1.9M
Avion Wealth 0.51% Add +0.1% 4,575 $1.9M
Advisory Research Inc. 0.35% Reduce -1.3% 4,568 $1.9M
Powell Investment Advisors, LLC 0.96% Add +2.8% 4,560 $1.9M
KilterHowling LLC 1.26% Add +0.1% 4,554 $1.9M
CFO4Life Group, LLC 0.35% Add +2.9% 4,554 $1.9M
James J. Burns & Company, LLC 0.36% Add +529.5% 4,551 $1.9M
Strategic Investment Advisors / MI 0.23% Reduce -11.2% 4,551 $1.9M
Prosperity Planning, Inc. 0.63% No change 4,547 $1.8M
Williams & Novak, LLC 1.72% New 4,545 $1.8M
Doheny Asset Management 1.32% No change 4,540 $1.8M
Portland Global Advisors LLC 0.25% No change 4,540 $1.8M
Hamilton Point Investment Advisors, LLC 0.36% No change 4,539 $1.8M
Alliance Wealth Advisors, LLC 1.16% Reduce -1.1% 4,537 $1.8M
Corrado Advisors, LLC 1.19% Reduce -3.5% 4,536 $1.8M
Wealth Quarterback LLC 1.05% Add +17.1% 4,536 $1.8M
Rinkey Investments 0.66% Add +0.1% 4,534 $1.8M
Edgewood Management LLC 0.01% No change 4,532 $1.8M
Armbruster Capital Management, Inc. 0.38% Add +4.1% 4,528 $1.8M
Kapstone Financial Advisors LLC 1.21% Add +2.6% 4,527 $1.8M
Oliver Lagore Vanvalin Investment Group 0.53% Add +14.1% 4,523 $1.8M
Fiduciary Financial Group, LLC 0.44% — 4,192 $1.8M
Deseret Mutual Benefit Administrators 0.85% Add +12.1% 4,516 $1.8M
Strategic Financial Services, Inc. 0.12% Add +50.0% 4,499 $1.8M
Tanager Wealth Management LLP 0.27% Add +0.9% 4,499 $1.8M
Anthracite Investment Company, Inc. 0.97% No change 4,491 $1.8M
Pearl River Capital, LLC 0.29% New 4,482 $1.8M
Financial Enhancement Group LLC 0.29% Reduce -4.2% 4,213 $1.8M
Keebeck Wealth Management 0.27% Reduce -0.4% 4,472 $1.8M
Hall Capital Management Co. Inc. 0.86% Add +0.4% 4,455 $1.8M
Prentice Wealth Management LLC 0.59% Add +0.5% 4,445 $1.8M
Archer Investment Corp 0.53% Add +1.7% 4,445 $1.8M
Heritage Investment Group, Inc. 0.25% No change 4,437 $1.8M
Debussy Capital Management LP 0.51% Add +8.0% 4,429 $1.8M
Willner & Heller, LLC 1.72% Reduce -2.9% 4,425 $1.8M
Shilanski & Associates, Inc. 0.61% Reduce -1.1% 4,425 $1.8M
Eldridge Investment Advisors, Inc. 0.45% Add +1.3% 4,425 $1.8M
Gilder Gagnon Howe & Co. LLC 0.02% Add +2.3% 4,423 $1.8M
Bremer Bank National Association 0.35% Reduce -23.1% 4,419 $1.8M
Fulcrum Equity Management 1.61% Add +4.3% 4,410 $1.8M
Lokken Investment Group LLC 0.84% Add +8.1% 4,398 $1.8M
McBroom & Associates, LLC 1.12% Reduce -0.9% 4,383 $1.8M
Cornerstone Capital, Inc. 0.18% Add +1.1% 4,331 $1.8M
New Republic Capital, LLC 0.88% Add +19.4% 4,327 $1.8M
Key Financial Inc 0.42% Add +16.0% 4,327 $1.8M
LGL Partners, LLC 0.26% Reduce -4.0% 4,322 $1.8M
Summit X, LLC 0.39% Add +20.5% 4,263 $1.8M
Private Ocean, LLC 0.15% Add +2.1% 4,319 $1.8M
Allstate Corp. 0.14% Add +2.1% 4,306 $1.8M
Ballew Advisors, Inc 1.16% Add +251.6% 4,029 $1.8M
Byrne Asset Management LLC 1.46% Reduce -1.7% 4,280 $1.7M
Linden Thomas Advisory Services, LLC 0.27% Add +12.9% 4,289 $1.7M
Ostrum Asset Management 0.15% Add +9.0% 4,286 $1.7M
Gill Capital Partners, LLC 0.67% Add +3.4% 4,278 $1.7M
Northstar Asset Management Inc. 0.44% Add +10.3% 4,276 $1.7M
Geller Advisors LLC 0.13% Add +6.3% 4,269 $1.7M
Kidder Stephen W 0.54% No change 4,267 $1.7M
Orleans Capital Management Corp. 1.10% No change 4,250 $1.7M
Verum Partners LLC 0.56% Add +1.7% 4,230 $1.7M
Buffington Mohr McNeal 0.30% Reduce -4.5% 4,226 $1.7M
Vision Capital Management, Inc. 0.26% Reduce -3.6% 4,214 $1.7M
Evernest Financial Advisors, LLC 0.77% Add +0.3% 4,201 $1.7M
Legacy Edge Advisors, LLC 0.31% Add +6.8% 4,200 $1.7M
Midwest Financial Group LLC 1.09% Add +23.3% 4,199 $1.7M
Trust Co. of Toledo NA 0.25% Add +1.9% 4,194 $1.7M
Pin Oak Investment Advisors Inc. 1.63% Reduce -2.9% 4,193 $1.7M
Copperwynd Financial, LLC 0.56% Add +15.8% 3,890 $1.7M
Galvin, Gaustad & Stein, LLC 0.16% Reduce -1.5% 4,192 $1.7M
NDWM LLC 1.51% Add +137.4% 4,186 $1.7M
Palisade Asset Management, LLC 0.18% No change 4,183 $1.7M
Duff & Phelps Investment Management Co. 0.02% No change 4,179 $1.7M
Aft, Forsyth & Company, Inc. 0.83% Add +8.2% 4,178 $1.7M
Howard Capital Management, LLC 0.17% Add +14.3% 4,172 $1.7M
Hunter Associates Investment Management LLC 0.28% Reduce -2.4% 4,164 $1.7M
Crew Capital Management, Ltd 1.36% No change 4,153 $1.7M
Hoertkorn Richard Charles 0.74% No change 4,152 $1.7M
Aprio Wealth Management, LLC 0.31% Add +33.4% 4,118 $1.7M
Fort Pitt Capital Group, LLC 0.05% Reduce -0.8% 4,116 $1.7M
Sigma Investment Counselors Inc. 0.10% Reduce -0.2% 4,108 $1.7M
Abacus Planning Group, Inc. 0.32% Add +3.2% 4,091 $1.7M
JT Stratford LLC 0.31% Add +24.2% 4,091 $1.7M
Schwartz Investment Counsel Inc. 0.06% Reduce -3.0% 4,090 $1.7M
Fuller & Thaler Asset Management, Inc. 0.01% No change 4,088 $1.7M
Affiance Financial, LLC 0.43% Add +6.4% 4,081 $1.7M
Cornerstone Wealth Advisors, Inc. 0.50% Reduce -0.1% 4,078 $1.7M
Lutz Financial Services LLC 0.14% Reduce -11.1% 4,078 $1.7M
Hemington Wealth Management 0.56% Add +1.6% 4,076 $1.7M
Ascension Asset Management LLC 0.87% Reduce -16.4% 4,072 $1.7M
Waterloo Capital, L.P. 0.20% Add +13.8% 4,067 $1.7M
Verity & Verity, LLC 0.18% Add +729.0% 4,054 $1.6M
Caldwell Sutter Capital, Inc. 0.82% Add +75.0% 4,047 $1.6M
Legacy Trust 0.41% No change 4,041 $1.6M
Bluesphere Advisors LLC 0.84% Add +2.7% 4,039 $1.6M
D.B. Root & Company, LLC 0.56% Reduce -22.3% 4,036 $1.6M
Sandbox Financial Partners, LLC 0.63% Reduce -5.9% 4,034 $1.6M
Key Client Fiduciary Advisors, LLC 0.83% Reduce -0.1% 4,025 $1.6M
Gold Investment Management Ltd. 0.69% Reduce -7.1% 4,015 $1.6M
iSAM Funds (UK) Ltd 1.22% New 4,011 $1.6M
Cannon Financial Strategists, Inc. 0.31% No change 4,008 $1.6M
GM Advisory Group, LLC 0.11% Add +0.9% 4,004 $1.6M
J. Safra Sarasin Holding AG 0.03% — 4,000 $1.6M
Fernwood Investment Management, LLC 0.50% Add +4.7% 3,995 $1.6M
Capstone Financial Advisors, Inc. 0.11% Reduce -0.6% 3,993 $1.6M
Galibier Capital Management Ltd. 0.40% Add +11.1% 3,990 $1.6M
Resources Management Corp. /CT/ 0.24% Add +0.9% 3,987 $1.6M
Obsidian Cio, LLC 0.39% Add +18.4% 3,986 $1.6M
Kercheville Advisors, LLC 0.70% No change 3,980 $1.6M
Spirit of America Management Corp. 0.33% No change 3,970 $1.6M
WealthShield Partners, LLC 0.25% Reduce -9.4% 3,967 $1.6M
Wedgewood Investors Inc. 1.92% — 3,966 $1.6M
Boomfish Wealth Group, LLC 1.04% Add +0.9% 3,963 $1.6M
First Financial Bank - Trust Division 0.16% Reduce -8.5% 3,959 $1.6M
Mine & Arao Wealth Creation & Management, LLC. 0.78% Reduce -0.8% 3,957 $1.6M
Amplius Wealth Advisors, LLC 0.18% Add +2.6% 3,955 $1.6M
Jackson, Grant Investment Advisers, Inc. 0.65% Reduce -3.5% 3,946 $1.6M
Alera Investment Advisors, LLC 0.19% Add +52.3% 3,945 $1.6M
Dodds Wealth, LLC 0.63% Reduce -0.0% 3,906 $1.6M
Tacita Capital Inc 1.13% No change 3,938 $1.6M
Advisory Resource Group 0.36% Add +3.1% 3,938 $1.6M
Sterling Financial Group, Inc. 0.73% No change 3,935 $1.6M
RVW Wealth, LLC 0.16% Reduce -1.8% 3,933 $1.6M
JMG Financial Group, Ltd. 0.06% No change 3,932 $1.6M
Brown Financial Advisory 1.23% Reduce -2.0% 3,927 $1.6M
Courier Capital LLC 0.13% Reduce -8.3% 3,920 $1.6M
Money Concepts Capital Corp. 0.13% Add +3.3% 3,916 $1.6M
Rise Advisors, LLC 0.84% Reduce -2.4% 3,906 $1.6M
Turtle Creek Wealth Advisors, LLC 0.37% Add +23.4% 3,903 $1.6M
Landscape Capital Management, L.L.C. 0.13% New 3,900 $1.6M
Value Partners Investments Inc. 0.14% Add +11.3% 3,897 $1.6M
Aristides Capital LLC 0.66% No change 3,884 $1.6M
Consolidated Portfolio Review Corp 0.37% Add +2.3% 3,879 $1.6M
Bensler, LLC 0.21% Add +3.9% 3,877 $1.6M
Point Windward Advisors Inc. 0.65% Reduce -7.2% 3,875 $1.6M
Vantage Financial Partners Ltd., Inc. 0.39% Reduce -0.6% 3,875 $1.6M
Guardian Capital Advisors LP 0.17% Reduce -11.3% 3,807 $1.6M
Puzo Michael J 0.44% Reduce -26.6% 3,870 $1.6M
MKT Advisors LLC 0.78% Add +3.1% 3,826 $1.6M
Annis Gardner Whiting Capital Advisors, LLC 0.45% Add +1.5% 3,852 $1.6M
Capital Wealth Planning, LLC 0.02% No change 3,840 $1.6M
Wealthspan Partners, LLC 0.86% Add +2.7% 3,829 $1.6M
Silverlake Wealth Management LLC 0.64% Add +48.1% 3,828 $1.6M
Tsfg, LLC 0.36% No change 3,827 $1.6M
Physician Wealth Advisors, Inc. 0.29% Add +0.0% 3,544 $1.6M
Cyrus J. Lawrence, LLC 0.31% Reduce -0.4% 3,814 $1.6M
Heritage Wealth Management, Inc. 0.52% — 3,769 $1.5M
Liberty Capital Management, Inc. 0.37% Add +4.1% 3,808 $1.5M
Freedom Investment Management, Inc. 0.13% Reduce -8.5% 3,807 $1.5M
Optimum Investment Advisors 0.69% No change 3,805 $1.5M
9258 Wealth Management, LLC 0.24% Add +0.7% 3,799 $1.5M
Castle Rock Wealth Management, LLC 0.39% Add +0.5% 3,808 $1.5M
Machina Capital S.A.S. 0.69% Add +367.6% 3,792 $1.5M
Olde Wealth Management, LLC 0.59% New 3,791 $1.5M
Parkside Advisors LLC 0.39% Reduce -7.3% 3,782 $1.5M
Osterweis Capital Management Inc. 0.10% Add +1.0% 3,782 $1.5M
Coastwise Capital Group, LLC 1.49% Add +1.0% 3,781 $1.5M
Grey Fox Wealth Advisors, LLC 0.54% Add +5.3% 3,778 $1.5M
Horizon Wealth Management, LLC 0.36% Reduce -0.5% 3,754 $1.5M
Somerville Kurt F 0.26% Reduce -3.9% 3,749 $1.5M
Laurel Wealth Planning LLC 1.06% Reduce -1.1% 3,727 $1.5M
Wealth Advisors of Tampa Bay, LLC 0.71% No change 3,725 $1.5M
Cypress Financial Planning LLC 0.63% Add +29.5% 3,721 $1.5M
Shelton Wealth Management, LLC 0.90% Add +13.7% 3,717 $1.5M
Hamilton Capital, LLC 0.11% Reduce -12.8% 3,714 $1.5M
Vicus Capital 0.14% Reduce -13.9% 3,711 $1.5M
Yarger Wealth Strategies, LLC 0.91% Add +0.4% 3,709 $1.5M
Mittelman Wealth Management 0.98% No change 3,708 $1.5M
Two Sigma Investments, LP 0.00% No change 3,700 $1.5M
Acorn Wealth Advisors, LLC 0.74% Add +4.7% 3,696 $1.5M
Arbor Wealth Advisors LLC 1.48% No change 3,694 $1.5M
Columbia Bank 0.58% Reduce -1.8% 3,693 $1.5M
Sharkey, Howes & Javer 0.24% No change 3,680 $1.5M
BSW Wealth Partners 0.25% Reduce -37.5% 3,678 $1.5M
Davidson Trust Co. 1.03% Reduce -2.6% 3,672 $1.5M
Boulder Wealth Advisors, LLC 0.87% No change 3,670 $1.5M
Ergawealth Advisors, Inc. 0.81% Add +21.4% 3,668 $1.5M
Heartland Bank & Trust Co 0.85% Add +0.5% 3,663 $1.5M
Coordinated Financial Services, Inc. 1.29% No change 3,660 $1.5M
Integrity Financial Corp 0.93% Add +15.4% 3,656 $1.5M
PBMares Wealth Management LLC 0.36% Reduce -1.4% 3,653 $1.5M
Brown Financial Advisors 0.66% — 3,653 $1.5M
TriaGen Wealth Management LLC 0.57% No change 3,652 $1.5M
Sweet Financial Partners, LLC 0.34% Add +3.6% 3,645 $1.5M
Atwood & Palmer Inc. 0.11% Reduce -1.8% 3,644 $1.5M
Gibraltar Capital Management, Inc. 0.67% Add +0.2% 3,640 $1.5M
Family CFO Inc 0.91% No change 3,639 $1.5M
BCK Partners, Inc. 0.77% Add +1.9% 3,638 $1.5M
Fourpath Capital Management, LLC 1.09% Add +0.2% 3,633 $1.5M
Northwest Investment Counselors, LLC 0.37% No change 3,633 $1.5M
G&S Capital LLC 0.64% Add +0.3% 3,386 $1.5M
Interchange Capital Partners, LLC 0.54% Add +596.0% 3,612 $1.5M
Durante & Waters, LLC 1.31% Add +522.6% 3,611 $1.5M
First Commonwealth Financial Corp 0.38% Add +0.1% 3,609 $1.5M
Clean Yield Group 0.55% Add +0.9% 3,606 $1.5M
Penbrook Management LLC 0.90% Reduce -2.7% 3,605 $1.5M
WR Wealth Planners, LLC 0.45% Reduce -3.6% 3,596 $1.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.16% Reduce -43.4% 3,589 $1.5M
Cove Street Capital, LLC 1.05% No change 3,590 $1.5M
Community Bank of Raymore 1.13% Add +6.1% 3,585 $1.5M
CreativeOne Wealth, LLC 0.07% Reduce -87.3% 3,585 $1.5M
Sequent Asset Management, LLC 0.73% Reduce -0.7% 3,571 $1.5M
Family Capital Management, Inc. 0.99% Reduce -1.8% 3,562 $1.4M
IFG Advisors, LLC 0.34% Add +9.7% 3,551 $1.4M
Trilogy Capital Inc. 0.08% Reduce -2.8% 3,551 $1.4M
Aletheian Wealth Advisors LLC 0.76% Reduce -1.6% 3,541 $1.4M
Grant Street Asset Management, Inc. 0.45% No change 3,540 $1.4M
S.A. Mason LLC 0.82% No change 3,538 $1.4M
SFE Investment Counsel 0.32% Reduce -10.4% 3,537 $1.4M
BlackDiamond Wealth Management, LLC 0.94% Add +12.3% 3,329 $1.4M
Bard Associates Inc. 0.55% No change 3,527 $1.4M
MV Capital Management, Inc. 0.16% Add +1.5% 3,525 $1.4M
Register Financial Advisors LLC 0.72% Add +6.6% 3,523 $1.4M
Crown Wealth Group, LLC 0.72% Reduce -10.8% 3,521 $1.4M
Elser Financial Planning, Inc 0.24% — 3,519 $1.4M
Proffitt & Goodson Inc. 0.25% Reduce -0.2% 3,516 $1.4M
River Wealth Advisors LLC 0.21% Reduce -10.0% 3,516 $1.4M
Tandem Capital Management Corp. 0.78% Reduce -2.2% 3,463 $1.4M
English Capital Management LLC 1.19% No change 3,490 $1.4M
Engineers Gate Manager LP 0.03% Add +358.8% 3,487 $1.4M
Shelter Mutual Insurance Co 0.37% No change 3,474 $1.4M
Sherbrooke Park Advisers LLC 0.25% Add +236.8% 3,469 $1.4M
Advisors Management Group Inc. 0.35% Add +1.7% 3,466 $1.4M
Wealth Advisory Solutions, LLC 0.38% Add +5.6% 3,463 $1.4M
Patrick M Sweeney & Associates, Inc. 1.14% Reduce -0.3% 3,459 $1.4M
Cladis Investment Advisory, LLC 1.02% Reduce -2.8% 3,458 $1.4M
Leisure Capital Management 0.65% Add +62.2% 3,454 $1.4M
Platte River Wealth Advisors, LLC 0.39% No change 3,453 $1.4M
Alpha Family Trust 0.82% No change 3,450 $1.4M
Fairman Group, LLC 1.42% No change 3,437 $1.4M
Riverwater Partners LLC 1.03% Reduce -1.2% 3,424 $1.4M
Barden Capital Management, Inc. 1.31% Add +0.4% 3,414 $1.4M
Park Edge Advisors, LLC 0.42% Add +1.1% 3,414 $1.4M
Red Wave Investments LLC 0.51% No change 3,413 $1.4M
White Lighthouse Investment Management Inc. 0.27% Add +11.4% 3,410 $1.4M
Rappaport Reiches Capital Management, LLC 0.41% Add +7.0% 3,407 $1.4M
Access Financial Services, Inc. 0.63% Reduce -0.5% 3,406 $1.4M
Investment Advisory Group, LLC 0.53% Add +2.4% 3,393 $1.4M
Essential Planning, LLC. 0.61% Reduce -3.0% 3,391 $1.4M
Sageworth Trust Co 0.09% Add +80.9% 3,389 $1.4M
Sachetta, LLC 0.60% Reduce -6.9% 3,119 $1.4M
Clarus Group, Inc. 0.61% Reduce -1.4% 3,375 $1.4M
Fairway Wealth LLC 0.81% Add +3.9% 3,367 $1.4M
California First Leasing Corp. 0.61% No change 3,364 $1.4M
United Bank 0.17% Add +85.6% 3,363 $1.4M
Foresight Global Investors, Inc. 0.66% Reduce -17.8% 3,356 $1.4M
Sage Capital Management, LLC 0.72% No change 3,356 $1.4M
Westpac Banking Corp. 0.11% No change 3,344 $1.4M
LifeSteps Financial, Inc. 1.12% Reduce -0.9% 3,340 $1.4M
Asahi Life Asset Management Co., LTD. 0.93% Add +21.2% 3,340 $1.4M
American Trust 0.11% Add +9.1% 3,330 $1.4M
Kowal Investment Group, LLC 0.27% Add +0.5% 3,329 $1.4M
Aspen Wealth Management LLC 0.47% Reduce -0.4% 3,329 $1.4M
Steigerwald, Gordon & Koch Inc. 0.16% Reduce -0.9% 3,323 $1.4M
Fairscale Capital, LLC 1.20% — 3,079 $1.4M
Capital Market Strategies LLC 0.86% Add +1.0% 3,318 $1.3M
Madison Wealth Partners, Inc 0.46% Add +6.2% 3,317 $1.3M
Watershed Private Wealth LLC 0.57% Reduce -0.9% 3,315 $1.3M
Bantamac Capital, LLC 0.81% Reduce -6.5% 3,309 $1.3M
Alliance Wealth Advisors, LLC 0.40% Add +1.8% 3,309 $1.3M
MPS Loria Financial Planners, LLC 0.43% Add +3.9% 3,307 $1.3M
Convergence Investment Partners, LLC 0.39% Reduce -2.1% 3,286 $1.3M
First Community Trust NA 1.14% No change 3,285 $1.3M
Blue Chip Partners, LLC 0.12% Reduce -0.2% 3,281 $1.3M
Spinnaker Investment Group, LLC 0.37% Reduce -7.9% 3,279 $1.3M
South Street Advisors LLC 0.20% Reduce -1.8% 3,277 $1.3M
Horst & Graben Wealth Management LLC 0.25% Add +3.6% 3,274 $1.3M
Motiv8 Investments LLC 0.99% Add +2.1% 3,272 $1.3M
Elevate Wealth Advisory, Inc. 1.08% No change 3,271 $1.3M
Inspirion Wealth Advisors, LLC 0.20% Add +1.2% 3,266 $1.3M
Florida Financial Advisors, LLC 0.80% Add +18.1% 3,262 $1.3M
RFP Financial Group LLC 0.49% Reduce -0.4% 3,260 $1.3M
Corundum Group, Inc. 0.52% Add +111.3% 3,250 $1.3M
Paces Ferry Wealth Advisors, LLC 0.80% Reduce -0.1% 3,249 $1.3M
McKinley Carter Wealth Services, Inc. 0.08% Reduce -2.3% 3,247 $1.3M
Granite Harbor Advisors, Inc. 0.85% Add +3.6% 3,241 $1.3M
Smart Money Group LLC 0.47% Add +4.3% 3,001 $1.3M
Etfidea, LLC 0.44% No change 3,233 $1.3M
Farmers National Bank 0.40% Reduce -1.2% 3,233 $1.3M
Shepherd Financial Partners LLC 0.17% No change 3,230 $1.3M
Athena Investment Management 0.79% Reduce -1.8% 3,221 $1.3M
American Planning Services, Inc. 0.92% Reduce -3.2% 3,221 $1.3M
Bridgewealth Advisory Group, LLC 0.58% Add +6.4% 3,205 $1.3M
Denali Advisors LLC 0.36% Add +10.3% 3,200 $1.3M
Baron Silver Stevens Financial Advisors, LLC 0.25% Add +9.9% 3,199 $1.3M
StrongBox Wealth, LLC 0.61% Reduce -10.5% 3,192 $1.3M
Wellspring Financial Advisors, LLC 0.15% Add +2.1% 3,190 $1.3M
One Wealth Advisors, LLC 0.28% Reduce -11.6% 3,005 $1.3M
Signature Wealth Management Partners, LLC 0.99% Add +3.3% 3,186 $1.3M
Westside Investment Management, Inc. 0.30% Add +0.7% 3,183 $1.3M
Institutional & Family Asset Management, LLC 0.20% Add +12.1% 3,182 $1.3M
Van Strum & Towne Inc. 0.47% No change 3,181 $1.3M
Indiana Trust & Investment Management Co 0.47% Add +7.0% 3,178 $1.3M
tru Independence LLC 0.39% Reduce -1.4% 3,178 $1.3M
Pathway Financial Advisers, LLC 0.46% Add +13.1% 3,187 $1.3M
Pennsylvania Capital Management Inc. 0.50% Reduce -1.6% 3,176 $1.3M
Grove Bank & Trust 0.21% Reduce -3.1% 3,168 $1.3M
Dempze Nancy E 0.88% Add +75.2% 3,156 $1.3M
Eastern Bank 0.05% No change 3,154 $1.3M
Peninsula Wealth, LLC 0.24% Add +0.3% 3,022 $1.3M
Trigran Investments, Inc. 0.13% No change 3,150 $1.3M
Capital Management Associates, Inc 0.77% Reduce -3.4% 3,145 $1.3M
Vima LLC 2.82% Add +2.4% 3,138 $1.3M
Lumbard & Kellner, LLC 0.60% Reduce -1.3% 3,135 $1.3M
Campbell Capital Management Inc. 0.55% No change 3,133 $1.3M
Oak Harvest Investment Services 0.20% Reduce -7.0% 3,123 $1.3M
Lakeridge Wealth Management LLC 0.76% Reduce -5.1% 3,122 $1.3M
Eagle Bay Advisors LLC 0.77% Reduce -8.3% 3,121 $1.3M
Ellevest, Inc. 0.08% Reduce -5.1% 3,117 $1.3M
MTM Investment Management, LLC 0.52% Add +8.7% 3,103 $1.3M
Prairie Wealth Advisors, Inc. 0.64% Reduce -15.7% 3,103 $1.3M
Halpern Financial, Inc. 0.35% Add +1.2% 3,101 $1.3M
Connable Office Inc. 0.14% Add +31.9% 3,100 $1.3M
Hoey Investments, Inc. 0.24% Add +5.4% 3,096 $1.3M
Oxbow Advisors, LLC 0.15% Add +1.4% 3,089 $1.3M
Traveka Wealth, LLC 0.61% Add +3.5% 3,088 $1.3M
Bank of Marin 1.08% Add +6.0% 3,087 $1.3M
Beaton Management Co. Inc. 0.67% Reduce -1.6% 3,080 $1.3M
First United Bank & Trust 0.47% No change 3,079 $1.3M
Almanack Investment Partners, LLC. 0.21% Add +1.1% 3,078 $1.3M
Cornerstone National Bank & Trust Co 0.61% Add +4.9% 3,078 $1.3M
IAM Advisory, LLC 0.34% Add +2.3% 3,073 $1.3M
TMD Wealth Management, LLC 0.27% Reduce -7.8% 3,073 $1.3M
Convergence Financial, LLC 0.33% Add +148.8% 3,058 $1.2M
Heritage Financial Services, LLC 0.18% Reduce -4.2% 3,057 $1.2M
Retirement Investment Advisors, Inc. 0.15% — 3,045 $1.2M
Wealthgarden F.S. LLC 1.30% — 3,034 $1.2M
HT Partners LLC 0.44% Reduce -0.3% 3,033 $1.2M
Landmark Wealth Management, Inc. 0.68% No change 3,024 $1.2M
Allied Investment Advisors, LLC 0.29% No change 3,023 $1.2M
Hall Laurie J Trustee 0.43% Reduce -0.3% 3,018 $1.2M
AllSquare Wealth Management LLC 0.73% Reduce -1.1% 3,010 $1.2M
Diversified Portfolios, Inc. 0.16% Add +104.1% 3,009 $1.2M
Fi3 FINANCIAL ADVISORS, LLC 0.54% Reduce -0.2% 3,006 $1.2M
Colorado Capital Management, Inc. 0.68% No change 3,002 $1.2M
Capital Management Associates 1.45% No change 3,000 $1.2M
GW Henssler & Associates Ltd. 0.07% Reduce -4.0% 3,000 $1.2M
Hennessy Advisors Inc. 0.05% No change 3,000 $1.2M
Amarillo National Bank 0.23% No change 2,999 $1.2M
Greatmark Investment Partners, Inc. 0.18% Reduce -0.7% 2,997 $1.2M
Pasadena Private Wealth, LLC 0.28% Add +3.2% 2,994 $1.2M
First Bank & Trust 0.25% Reduce -2.2% 2,993 $1.2M
Hemenway Trust Co LLC 0.10% Reduce -8.3% 2,992 $1.2M
Round Rock Advisors LLC 0.30% Reduce -2.1% 2,987 $1.2M
Great Diamond Partners, LLC 0.29% Reduce -4.3% 2,983 $1.2M
Keeler & Nadler Financial Planning & Wealth Management 0.67% Reduce -0.8% 2,980 $1.2M
Rational Advisors, Inc. 0.12% Reduce -23.9% 2,976 $1.2M
All Terrain Financial Advisors, LLC 0.51% No change 2,967 $1.2M
Smith Thornton Advisors LLC 0.89% — 2,962 $1.2M
Stonebrook Private Inc. 0.35% Add +6.8% 2,960 $1.2M
Montz Harcus Wealth Management LLC 0.78% Add +0.0% 2,959 $1.2M
Rollins Financial Advisors, LLC 0.21% Add +4.3% 2,959 $1.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.47% No change 2,725 $1.2M
Keeley-Teton Advisors, LLC 0.15% No change 2,950 $1.2M
Farley Capital L.P. 1.07% Reduce -0.6% 2,949 $1.2M
DeDora Capital, Inc. 0.37% Add +0.4% 2,949 $1.2M
Chesley Taft & Associates LLC 0.06% Reduce -0.3% 2,947 $1.2M
Charter Research & Investment Group, Inc. 0.94% Reduce -0.3% 2,944 $1.2M
Paragon Capital Management LLC 0.65% No change 2,944 $1.2M
Advus Financial Partners, LLC 0.36% Reduce -1.8% 2,937 $1.2M
Biechele Royce Advisors 0.40% Reduce -1.2% 2,936 $1.2M
BayBridge Capital Group, LLC 0.93% Add +1.9% 2,935 $1.2M
Syverson Strege & Co 0.40% Add +1.1% 2,918 $1.2M
Stablepoint Partners, LLC 0.23% Reduce -2.2% 2,700 $1.2M
Strid Group, LLC 0.20% Add +3.0% 2,908 $1.2M
Hubbell Strickland Wealth Management, LLC 0.59% No change 2,907 $1.2M
Twin Peaks Wealth Advisors, LLC 0.59% Reduce -2.5% 2,900 $1.2M
Calydon Capital 0.21% Reduce -6.8% 2,897 $1.2M
Harbour Capital Advisors, LLC 0.28% No change 2,906 $1.2M
Bank of Nova Scotia Trust Co. 0.13% Reduce -3.6% 2,889 $1.2M
Pacific Sage Partners, LLC 0.29% Add +1.3% 2,887 $1.2M
Sovereign Financial Group, Inc. 0.29% Reduce -17.0% 2,885 $1.2M
Arkansas Financial Group, Inc. 0.21% Add +11.6% 2,884 $1.2M
McLean Asset Management Corp 0.38% Add +3.1% 2,827 $1.2M
Harvest Fund Management Co., Ltd 0.08% Add +13.4% 2,870 $1.2M
Gibbs Wealth Management 0.47% Add +34.4% 2,871 $1.2M
Benchmark Wealth Management, LLC 0.62% Reduce -5.8% 2,864 $1.2M
Jacobsen Capital Management 0.52% Add +6.3% 2,862 $1.2M
Nicholas Wealth, LLC. 0.83% Add +17.9% 2,860 $1.2M
MBM Wealth Consultants, LLC 0.40% Add +9.8% 2,832 $1.2M
Sollinda Capital Management LLC 0.35% Add +162.5% 2,856 $1.2M
CCG Wealth Management, LLC 0.66% Add +24.2% 2,856 $1.2M
Patron Partners, LLC 0.68% Reduce -1.4% 2,853 $1.2M
Courage Miller Partners, LLC 0.42% Reduce -1.0% 2,850 $1.2M
First Bancorp, Inc 0.86% Reduce -0.5% 2,846 $1.2M
Marco Investment Management LLC 0.11% Reduce -26.5% 2,846 $1.2M
Pinnacle West Asset Management, Inc. 0.90% Reduce -1.7% 2,845 $1.2M
Sprinkle Financial Consultants LLC 0.91% No change 2,840 $1.2M
Flynn Zito Capital Management, LLC 0.59% Add +0.8% 2,839 $1.2M
Inspire Advisors, LLC 0.15% Add +7.6% 2,831 $1.2M
Oakwell Private Wealth Management, LLC 0.33% No change 2,829 $1.2M
Hill Investment Group Partners, LLC 0.15% Add +2.8% 2,651 $1.2M
Greenfield Savings Bank 0.59% Add +0.8% 2,827 $1.2M
Cairn Investment Group, Inc. 0.67% No change 2,828 $1.1M
Vest Financial, LLC 0.03% Reduce -2.8% 2,812 $1.1M
Catalyst Private Wealth, LLC 0.60% Reduce -1.4% 2,807 $1.1M
Trueblood Wealth Management, LLC 0.64% Add +3.3% 2,806 $1.1M
Rice Hall James & Associates, LLC 0.07% No change 2,800 $1.1M
Prudent Man Advisors, LLC 0.40% Add +4.0% 2,718 $1.1M
Sunesis Advisors, LLC 0.67% Reduce -2.9% 2,790 $1.1M
Davis Capital Management 0.98% Reduce -1.1% 2,791 $1.1M
Matrix Asset Advisors Inc. 0.13% Add +0.9% 2,774 $1.1M
Fulcrum Capital LLC 0.26% No change 2,770 $1.1M
Denver Wealth Management, Inc. 0.56% Add +2.4% 2,768 $1.1M
Blackston Financial Advisory Group, LLC 0.63% Add +194.7% 2,767 $1.1M
Wolff Financial Management LLC 0.83% No change 2,766 $1.1M
Oliver Luxxe Assets LLC 0.24% Add +3.6% 2,765 $1.1M
New Century Financial Group, LLC 0.48% Reduce -32.1% 2,760 $1.1M
Kintra Wealth, LLC 0.80% Reduce -24.7% 2,758 $1.1M
Jessup Wealth Management, Inc 0.48% Add +11.2% 2,757 $1.1M
High Net Worth Advisory Group LLC 0.34% No change 2,752 $1.1M
Ackerman Capital Advisors, LLC 0.30% Add +1.9% 2,749 $1.1M
WESPAC Advisors SoCal, LLC 0.28% No change 2,746 $1.1M
CMC Financial Group 1.86% No change 2,743 $1.1M
Missouri Trust & Investment Co 0.42% Add +5.2% 2,741 $1.1M
Family Firm, Inc. 0.25% Add +1503.1% 41,824 $1.1M
Legend Financial Advisors, Inc. 0.79% Add +1.2% 2,736 $1.1M
Creekmur Asset Management LLC 0.29% Add +3.0% 2,733 $1.1M
River Street Advisors LLC 0.69% Add +9.7% 2,718 $1.1M
Fortune 45 LLC 0.84% Add +0.2% 2,717 $1.1M
CNB Bank 0.53% Add +242.1% 2,716 $1.1M
Wealth Group, Ltd. 0.79% Add +1.8% 2,713 $1.1M
Ullmann Wealth Partners Group, LLC 0.16% Add +1.1% 2,712 $1.1M
Ssi Investment Management LLC 0.43% Reduce -0.1% 2,701 $1.1M
Laidlaw Wealth Management LLC 0.60% Reduce -23.8% 2,700 $1.1M
Clarkston Capital Partners, LLC 0.02% Add +0.4% 2,696 $1.1M
Mowery & Schoenfeld Wealth Management, LLC 1.57% Add +309.3% 2,693 $1.1M
Cardinal Strategic Wealth Guidance 0.39% Reduce -3.9% 2,689 $1.1M
Cassia Capital Partners, LLC 0.72% Reduce -2.1% 2,689 $1.1M
First County Bank 0.56% Reduce -4.5% 2,682 $1.1M
Dantai Capital Ltd 1.23% No change 2,680 $1.1M
Carmel Capital Partners, LLC 0.46% No change 2,675 $1.1M
Mountain Capital Investment Advisors Inc. 0.27% Add +15.6% 2,496 $1.1M
Syntegra Private Wealth Group, LLC 0.14% Add +16.2% 2,657 $1.1M
Cyndeo Wealth Partners, LLC 0.08% Add +5.2% 2,656 $1.1M
Synergy Asset Management, LLC 0.17% Add +0.8% 2,649 $1.1M
Wealth Forward, LLC 0.84% Add +6.2% 2,647 $1.1M
Maven Securities LTD 0.17% New 2,647 $1.1M
Rodgers Brothers Inc. 0.15% Reduce -3.6% 2,640 $1.1M
Consilium Wealth Advisory, LLC 0.59% Reduce -10.3% 2,639 $1.1M
Financial Management Professionals, Inc. 0.15% Add +0.8% 2,638 $1.1M
McNaughton Wealth Management, LLC 0.57% Add +5.0% 2,632 $1.1M
Rowlandmiller & Partners.adv 0.23% Add +10.0% 2,632 $1.1M
Fermata Advisors, LLC 0.25% Add +7.9% 2,631 $1.1M
Darden Wealth Group Inc 0.65% Add +5.3% 2,627 $1.1M
CGN Advisors LLC 0.12% Add +1.1% 2,624 $1.1M
Seascape Capital Management 0.40% No change 2,621 $1.1M
Bryant Woods Investment Advisors, LLC 0.78% Add +0.9% 3,042 $1.1M
Northwest Capital Management Inc 0.39% Reduce -24.4% 2,611 $1.1M
MN Wealth Advisors, LLC 0.62% Add +2.2% 2,609 $1.1M
WMG Financial Advisors, LLC 0.56% Add +9.5% 2,600 $1.1M
ShoreHaven Wealth Partners, LLC 0.55% Reduce -9.5% 2,596 $1.1M
Burton Enright Welch 0.24% Add +1.4% 2,585 $1.1M
Compass Advisory Group LLC 0.47% No change 2,581 $1.0M
Atwater Malick LLC 0.36% No change 2,580 $1.0M
Triune Financial Partners, LLC 0.36% Reduce -4.2% 2,578 $1.0M
Perissos Private Wealth Management, LLC 0.94% Reduce -0.4% 2,576 $1.0M
DT Investment Partners, LLC 0.09% Add +68.8% 2,563 $1.0M
Wagner Wealth Management, LLC 0.31% Add +10.3% 2,561 $1.0M
Treynor Bancshares, Inc. 1.09% Reduce -67.0% 2,559 $1.0M
Financial Network Wealth Advisors LLC 0.78% Add +0.1% 2,559 $1.0M
Barnes Pettey Financial Advisors, LLC 0.89% Reduce -12.8% 2,556 $1.0M
Cascade Investment Advisors, Inc. 0.70% Reduce -1.9% 2,555 $1.0M
Warner Financial, Inc. 0.51% Reduce -2.9% 2,555 $1.0M
Sawgrass Asset Management LLC 0.11% No change 2,554 $1.0M
BlueSky Wealth Advisors, LLC 0.17% Add +407.6% 2,553 $1.0M
Investmark Advisory Group LLC 0.55% No change 2,546 $1.0M
Cary Street Partners Asset Management LLC 0.15% Add +95.8% 2,546 $1.0M
Financial Perspectives, Inc 0.38% No change 2,543 $1.0M
Beacon Capital Management, LLC 0.19% Add +18.3% 2,537 $1.0M
Valley Brook Capital Group, Inc. 0.80% Add +10.5% 2,535 $1.0M
CarsonAllaria Wealth Management, Ltd. 0.63% No change 2,530 $1.0M
Atom Investors LP 0.10% New 2,528 $1.0M
Narus Financial Partners, LLC 0.41% Add +1.6% 2,527 $1.0M
Ellenbecker Investment Group 0.21% Reduce -0.6% 2,524 $1.0M
Strategic Wealth Investment Group, LLC 0.13% — 2,534 $1.0M
Maripau Wealth Management LLC 0.70% Add +14.4% 2,520 $1.0M
TLWM 0.23% Add +1.8% 2,520 $1.0M
Horizon Family Wealth, Inc. 0.78% No change 2,519 $1.0M
Bruni J V & Co. 0.13% Reduce -2.5% 2,512 $1.0M
Veracity Capital LLC 0.43% Reduce -10.7% 2,509 $1.0M
Sheets Smith Wealth Management 0.12% No change 2,509 $1.0M
First Financial Bankshares Inc 0.02% Reduce -72.9% 2,509 $1.0M
Act Wealth Management, LLC 0.50% Add +9.5% 2,504 $1.0M
Wayfinding Financial, LLC 0.57% Reduce -2.2% 2,504 $1.0M
Centennial Wealth Advisory LLC 0.44% Reduce -12.2% 2,502 $1.0M
Stamos Capital Partners, L.P. 0.22% Add +106.6% 2,500 $1.0M
Marshall Financial Group, LLC 0.28% Reduce -1.4% 2,494 $1.0M
Hexagon Capital Partners LLC 0.22% Add +2.4% 2,491 $1.0M
Americana Partners, LLC 0.08% Reduce -4.2% 2,491 $1.0M
Private Wealth Management Group, LLC 0.44% Add +0.6% 2,488 $1.0M
Wealthquest Corp 0.11% Reduce -20.9% 2,488 $1.0M
Wealth Group Ltd 0.31% No change 2,485 $1.0M
Towne Trust Company, N.A 0.39% Reduce -1.2% 2,483 $1.0M
Agate Pass Investment Management, LLC 0.54% Add +11.1% 2,475 $1.0M
Per Stirling Capital Management, LLC. 0.16% Reduce -3.5% 2,473 $1.0M
RAM Investment Partners, LLC 0.29% Add +6.4% 2,473 $1.0M
Country Trust Bank 0.03% Add +31.5% 2,472 $1.0M
Wellington Shields Capital Management, LLC 0.18% Add +3.1% 2,470 $1.0M
Facet Wealth, Inc. 0.03% Add +43.5% 2,275 $1.0M
Kensington Investment Counsel, LLC 0.44% No change 2,460 $1.0M
Washburn Capital Management, Inc. 0.71% Add +7.0% 2,458 $1000K
Cascade Investment Group, Inc. 0.78% Reduce -24.6% 2,450 $997K
First Pacific Financial 0.26% Reduce -0.7% 2,447 $995K
Stableford Capital II LLC 0.39% Add +0.6% 2,232 $995K
Creative Capital Management Investments LLC 0.48% Add +0.3% 2,444 $994K
FWL Investment Management, LLC 0.50% Add +7.3% 2,441 $993K
SC&H Financial Advisors, Inc. 0.24% Reduce -6.3% 2,439 $992K
Valtinson Bruner Financial Planning LLC 0.39% Reduce -11.4% 2,437 $991K
Spectrum Planning & Advisory Services Inc. 0.95% — 2,423 $988K
VestGen Investment Management 0.29% Add +18.5% 2,425 $986K
Mountain Pacific Investment Advisers LLC 0.07% Reduce -39.0% 2,425 $986K
1620 Investment Advisors, Inc. 0.77% Add +43.4% 2,424 $986K
Affinity Capital Advisors, LLC 0.21% No change 2,424 $986K
Phocas Financial Corp. 0.11% No change 2,412 $981K
Noesis Capital Mangement Corp. 0.22% Add +34.5% 2,411 $981K
Austin Private Wealth, LLC 0.11% Add +26.5% 2,409 $980K
Home Federal Bank of Tennessee 0.30% No change 2,404 $978K
Family Investment Center, Inc. 0.29% Add +3.4% 2,404 $978K
Consilio Wealth Advisors, LLC 0.44% Add +1.4% 2,403 $978K
BCS Wealth Management 0.48% No change 2,401 $977K
Element Wealth, LLC 0.55% Add +0.7% 2,401 $977K
Chapman Investment Management, LLC 0.74% Reduce -0.2% 2,391 $973K
Concorde Asset Management, LLC 0.60% Add +5.1% 2,391 $973K
Signet Financial Management, LLC 0.13% Reduce -10.3% 2,386 $971K
Members Trust Co 0.03% Reduce -0.6% 2,377 $967K
Eclectic Associates Inc. 0.43% No change 2,372 $965K
Boltwood Capital Management 0.30% Reduce -3.4% 2,365 $962K
Riggs Asset Managment Co. Inc. 0.29% Reduce -0.6% 2,362 $961K
Greenspring Advisors, LLC 0.23% No change 2,359 $960K
Wealthstream Advisors, Inc. 0.35% Add +2.6% 2,356 $958K
Marquette Asset Management, LLC 0.16% Reduce -4.1% 2,353 $957K
Willis Johnson & Associates, Inc. 0.08% Reduce -15.1% 2,352 $957K
Canopy Partners, LLC 0.44% Add +0.5% 2,348 $955K
Werba Rubin Papier Wealth Management 0.26% Add +5.6% 2,346 $954K
Phillips Financial Management, LLC 0.08% Add +6.2% 2,345 $954K
PAX Financial Group, LLC 0.19% Reduce -3.2% 2,342 $953K
Legacy Capital Group California, Inc. 0.34% Add +8.3% 2,340 $952K
Round Hill Asset Management 0.61% Reduce -6.0% 2,340 $952K
Triton Wealth Management, PLLC 0.56% No change 2,193 $952K
Broadleaf Partners, LLC 0.23% No change 2,339 $952K
Livforsakringsbolaget Skandia, Omsesidigt 0.08% Reduce -11.4% 2,339 $952K
Planning Alternatives Ltd. 0.15% Add +45.0% 2,338 $951K
Essex LLC 0.21% Reduce -4.2% 2,333 $949K
Sachem Hill LLC 0.20% Add +8.1% 2,331 $948K
Activest Wealth Management 0.31% Reduce -28.8% 2,330 $948K
TPG Advisors LLC 0.81% — 2,329 $947K
Spotlight Asset Group, Inc. 0.66% Add +0.5% 2,329 $947K
Abundance Wealth Counselors 0.43% New 2,324 $945K
Safeguard Financial, LLC 0.26% Add +4.3% 2,322 $945K
CMH Wealth Management LLC 0.23% New 2,322 $945K
Covington Investment Advisors Inc. 0.15% New 2,321 $944K
Lwmg, LLC 0.20% No change 2,320 $944K
River Global Investors LLP 0.26% Reduce -1.5% 2,317 $943K
Francis Financial, Inc. 0.29% Add +5.6% 2,316 $942K
Radnor Capital Management, LLC 0.29% No change 2,316 $942K
360 Financial, Inc. 0.36% No change 2,314 $941K
Clear Creek Financial Management, LLC 0.11% Add +1.4% 2,308 $939K
Warther Private Wealth, LLC 0.37% Reduce -9.3% 2,306 $938K
Sage Rhino Capital LLC 0.22% Add +3.0% 2,303 $937K
Legacy PCG, LLC 0.59% Reduce -1.3% 2,296 $934K
Sterling Financial Planning, Inc. 0.38% Reduce -1.4% 2,296 $934K
Visionary Horizons, LLC 0.68% No change 2,291 $932K
Sequent Planning LLC 0.32% Add +15.5% 2,297 $931K
Prosperity Financial Group, Inc. 0.59% Add +33.8% 2,285 $930K
Summit Wealth & Retirement Planning, Inc. 0.32% Add +33.3% 2,285 $930K
Richard P Slaughter Associates Inc 0.22% Reduce -5.5% 2,285 $930K
Total Investment Management Inc. 0.12% Reduce -5.3% 2,284 $929K
Tarbox Family Office, Inc. 0.16% Reduce -0.5% 2,276 $926K
Quantum Financial Advisors, LLC 0.16% No change 2,269 $923K
626 Financial, LLC 0.53% No change 2,264 $921K
Renaissance Group LLC 0.04% Add +0.3% 2,261 $920K
Long Run Wealth Advisors, LLC 0.23% Reduce -3.8% 2,260 $919K
Unique Wealth, LLC 0.24% Add +21.9% 2,259 $919K
Mascoma Wealth Management LLC 0.24% Reduce -6.9% 2,252 $916K
American Assets Investment Management, LLC 0.09% No change 2,250 $915K
Acorns Advisers, LLC 0.01% Add +38.2% 2,249 $915K
Acorn Financial Advisory Services Inc. 0.17% Reduce -6.2% 2,244 $913K
Woodward Diversified Capital, LLC 0.53% Add +0.3% 2,241 $912K
Redmont Wealth Advisors LLC 1.44% Reduce -15.1% 2,238 $910K
Lebenthal Global Advisors, LLC 0.20% Reduce -3.7% 2,235 $909K
Onyx Bridge Wealth Group LLC 0.15% Reduce -12.5% 2,228 $906K
Knightsbridge Asset Management, LLC 0.23% Reduce -6.2% 2,225 $905K
West Branch Capital LLC 0.34% Add +38.3% 2,224 $905K
Austin Wealth Management, LLC 0.21% Add +0.7% 2,159 $904K
Heck Capital Advisors, LLC 0.11% Reduce -0.4% 2,214 $901K
Concentric Wealth Management, LLC 0.23% Reduce -0.5% 2,212 $900K
Garrison Point Advisors, LLC 0.59% Reduce -3.8% 2,210 $899K
IRON Financial LLC 0.50% No change 2,200 $895K
Selective Wealth Management, Inc. 0.39% Add +57.0% 2,179 $895K
Charter Oak Capital Management, LLC 0.09% Reduce -44.8% 2,192 $892K
Taylor Hoffman Wealth Management 0.36% Add +18.1% 2,198 $891K
Cedar Point Capital Partners, LLC 0.67% Add +1.8% 2,188 $890K
Horan Securities, Inc. 0.38% Add +4.8% 2,187 $890K
Emerald Advisors, LLC 0.14% Add +12.9% 2,186 $889K
Monograph Wealth Advisors, LLC 0.13% Reduce -10.3% 2,186 $889K
TNF LLC 0.33% New 2,051 $888K
apricus wealth, LLC 0.63% Reduce -2.2% 2,181 $887K
Sage Investment Advisers LLC 1.00% Reduce -0.3% 2,177 $886K
First National Bank & Trust Co. of Newtown 0.18% Reduce -16.4% 2,175 $885K
First International Bank & Trust 0.30% No change 2,166 $881K
Capital Advisors, Ltd. LLC 0.11% Add +3.7% 2,165 $881K
Red Lighthouse Investment Management, LLC 0.37% Add +0.4% 2,160 $879K
Oak Hill Wealth Advisors, LLC 0.27% — 2,158 $878K
McGlone Suttner Wealth Management, Inc. 0.18% Reduce -3.1% 2,460 $877K
USAdvisors Wealth Management, LLC 0.31% Add +5.4% 2,152 $875K
SimpliFi, Inc. 0.40% No change 2,150 $875K
Johnson Financial Group, LLC 0.11% Reduce -12.0% 2,149 $874K
Harbor Group, Inc. 0.22% No change 2,146 $873K
Sugarloaf Wealth Management, LLC 0.16% Add +0.3% 2,142 $871K
CoreFirst Bank & Trust 0.59% No change 2,138 $870K
Beacon Financial Advisory LLC 0.32% Add +8.2% 2,134 $868K
Kiely Wealth Advisory Group, Inc. 0.48% Add +0.6% 2,016 $867K
Congress Asset Management Co. 0.01% No change 2,125 $864K
Defined Wealth Management, LLC 0.60% Add +2.1% 2,122 $863K
Sunpointe, LLC 0.56% Add +11.4% 2,122 $863K
waypoint wealth counsel 0.66% Add +2.9% 2,118 $861K
Index Fund Advisors, Inc. 0.05% Add +8.2% 2,116 $861K
Belmont Capital, LLC 0.16% Reduce -3.1% 2,115 $860K
Financial Alternatives, Inc 0.65% Add +15.0% 2,111 $859K
Abel Hall, LLC 0.61% Add +8.0% 2,109 $858K
Private Client Services, LLC 0.54% Add +1.8% 2,108 $858K
Gleason Group, Inc. 0.17% No change 2,108 $858K
Tempus Wealth Planning, LLC 0.36% Add +4.4% 2,107 $857K
Argyle Capital Management, LLC 0.35% New 2,100 $854K
Wells Trecaso Financial Group, LLC 0.30% No change 2,099 $854K
DDFG, Inc 0.26% No change 2,099 $854K
McGowan Group Asset Management, Inc. 0.12% Add +0.1% 2,097 $853K
Argent Capital Management LLC 0.03% Reduce -26.0% 2,093 $851K
MBA Advisors LLC 0.43% Reduce -4.4% 2,088 $849K
Elwood & Goetz Wealth Advisory Group, LLC 0.24% Reduce -0.2% 2,088 $849K
Full Sail Capital, LLC 0.06% Add +26.6% 2,088 $849K
Juncture Wealth Strategies, LLC 0.36% Reduce -6.6% 2,087 $849K
BOS Asset Management, LLC 0.39% No change 2,085 $848K
Mattern Capital Management, LLC 0.12% Add +10.8% 2,085 $848K
Birchcreek Wealth Management, LLC 0.48% Reduce -4.6% 2,085 $848K
Highlander Partners, L.P. 0.56% No change 2,050 $847K
Milestones Administradora de Recursos Ltda. 0.36% No change 2,080 $846K
Vista Investment Management 0.34% Reduce -0.6% 2,079 $846K
Maiden Cove Capital, LLC 1.84% — 2,012 $845K
Charles Schwab Trust Co 0.08% New 2,077 $845K
Second Line Capital, LLC 0.26% Add +5.5% 2,076 $845K
Aristotle Capital Management, LLC 0.00% No change 2,075 $844K
Asset Planning Services Inc. /La/ 0.45% No change 2,075 $844K
Boyar Asset Management Inc. 0.58% Add +0.8% 2,071 $842K
Sunflower Bank, N.A. 0.20% Reduce -1.3% 2,070 $842K
Farmers Trust Co. 0.17% Reduce -3.0% 2,067 $841K
Continental Investors Services, Inc. 1.87% No change 2,065 $840K
Lagoda Investment Management, L.P. 0.48% No change 2,065 $840K
Greenhouse Wealth Management, LLC 0.61% No change 2,060 $838K
Empirical Asset Management, LLC 0.32% Reduce -12.6% 7,204 $838K
Laird Norton Wetherby Wealth Management, LLC 0.04% Add +141.8% 2,055 $836K
Anderson Hoagland & Co. 0.09% No change 2,035 $835K
Milestone Asset Management, LLC 0.21% Add +41.7% 2,049 $834K
CAP Partners, LLC 0.68% Reduce -1.1% 2,048 $833K
Seven Mile Advisory 0.61% Add +0.2% 2,047 $833K
Campion Asset Management 0.65% No change 2,046 $832K
Von Berge Wealth Management Group, LLC 0.53% Reduce -1.2% 2,053 $832K
Navalign, LLC 0.26% Add +4.3% 2,044 $831K
Mayar Capital Ltd. 0.77% No change 2,038 $829K
Ogorek Anthony Joseph /NY/ 0.29% No change 2,038 $829K
Maia Wealth LLC 0.25% — 1,908 $829K
Spectrum Investment Advisors, Inc. 0.61% Reduce -9.1% 2,034 $827K
Virtus Advisers, LLC 0.41% New 2,034 $827K
Bigelow Investment Advisors, LLC 0.40% Reduce -0.5% 2,034 $827K
Ulland Investment Advisors, LLC 0.63% Add +0.2% 2,032 $827K
ABLE Financial Group, LLC 0.30% No change 2,032 $827K
China Universal Asset Management Co., Ltd. 0.12% Reduce -22.8% 2,031 $826K
Prosperitas Financial LLC 0.50% Reduce -0.4% 2,030 $826K
Marsico Capital Management LLC 0.02% No change 2,029 $825K
Riversedge Advisors, LLC 0.20% Add +7.9% 2,028 $825K
NCM Capital Management, LLC 0.43% No change 2,028 $825K
IMZ Advisory Inc 0.41% Reduce -0.1% 2,028 $825K
LaSalle St. Investment Advisors, LLC 0.41% Add +24.1% 2,022 $823K
EWG Elevate Inc. 0.30% No change 2,023 $823K
Evoke Wealth, LLC 1.21% Reduce -89.2% 2,020 $822K
United Advisor Group, LLC 0.25% Add +44.4% 2,012 $818K
Jackson Thornton Wealth Management, LLC 0.13% No change 2,009 $817K
Gainplan LLC 0.39% Add +112.0% 2,006 $816K
Five Oceans Advisors 0.43% Reduce -9.1% 2,003 $815K
Capital Investment Services of America, Inc. 0.08% No change 2,002 $814K
Envoi LLC 2.58% Reduce -38.5% 2,000 $814K
Torno Capital, LLC 0.09% Reduce -97.0% 2,000 $814K
Roberts Financial Services LLC 0.16% Reduce -0.5% 1,998 $813K
Gilman Hill Asset Management, LLC 0.15% Add +3.6% 1,998 $813K
Covestor Ltd 0.53% Add +66.1% 1,996 $812K
Gentry Private Wealth, LLC 0.71% — 1,988 $809K
Van Eck Associates Corp. 0.00% Reduce -99.6% 1,985 $808K
Rock Point Advisors, LLC 0.24% Add +5.0% 1,986 $808K
Fox Run Management, L.L.C. 0.15% New 1,984 $807K
Vanguard Capital Wealth Advisors 0.55% Reduce -6.2% 1,983 $807K
Power Wealth Management LLC 0.39% Add +52.0% 1,982 $806K
Prairie Sky Financial Group LLC 0.50% Reduce -24.8% 1,977 $804K
Iron Horse Wealth Management, LLC 0.31% Add +37.1% 1,976 $804K
Strategic Advocates LLC 0.32% No change 1,976 $804K
William Allan Corp 0.54% Add +9.8% 1,974 $803K
Curran Financial Partners, LLC 0.27% Add +6.3% 1,966 $800K
True Link Financial Advisors, LLC 0.07% Reduce -1.2% 1,966 $800K
Holowesko Partners Ltd. 0.45% Reduce -50.4% 1,965 $799K
BNC Wealth Management, LLC 0.30% Reduce -0.6% 1,964 $799K
Annapolis Financial Services, LLC 0.26% No change 1,959 $797K
Raleigh Capital Management Inc. 0.34% Add +15.1% 1,956 $796K
Clear Point Advisors Inc. 0.65% No change 1,956 $796K
Legacy Capital Wealth Partners, LLC 0.20% New 1,955 $795K
Hilltop Partners LLC 0.29% Add +35.3% 1,951 $794K
Capital CS Group, LLC 0.91% No change 1,950 $793K
Probity Advisors, Inc. 0.16% Reduce -0.8% 1,950 $793K
Skylands Capital, LLC 0.11% No change 1,950 $793K
Blue Edge Capital, LLC 0.13% No change 1,948 $792K
NFSG Corp 0.29% Reduce -24.6% 1,941 $790K
Gerber, LLC 0.62% No change 1,936 $788K
Blue Bell Private Wealth Management, LLC 0.16% Add +0.3% 1,936 $788K
Security Financial Services, INC. 0.17% Reduce -39.7% 1,935 $787K
Omnia Family Wealth, LLC 0.33% Add +4.3% 1,930 $785K
Investment Partners Asset Management, Inc. 0.70% No change 1,928 $784K
Advantage Trust Co 0.56% No change 1,927 $784K
LJI Wealth Management, LLC 0.17% Add +0.1% 1,926 $784K
Dearborn Partners LLC 0.03% Add +4.2% 1,924 $783K
Global Wealth Management Investment Advisory, Inc. 0.18% Add +20.3% 1,919 $781K
Planned Solutions, Inc. 0.38% No change 1,915 $779K
State of Wyoming 0.13% Reduce -50.8% 1,913 $778K
Choice Wealth Advisors LLC 0.41% Reduce -2.0% 1,912 $778K
Goldstone Financial Group, LLC 0.16% Add +9.3% 1,907 $776K
Curated Wealth Partners LLC 0.11% — 1,904 $775K
Wealthcare Capital Management LLC 0.08% Add +187.3% 1,902 $774K
TradeLink Capital LLC 2.23% New 1,900 $773K
KFG Wealth Management, LLC 0.31% Add +0.3% 1,899 $773K
Cedar Mountain Advisors, LLC 0.19% No change 1,899 $773K
Wealth Dimensions Group, Ltd. 0.22% Reduce -6.9% 1,895 $771K
Gordian Advisors LLC 0.74% No change 1,890 $769K
GDS Wealth Management 0.08% Add +9.1% 1,890 $769K
Matrix Private Capital Group LLC 0.48% Add +7.7% 1,889 $769K
Cohen Capital Management, Inc. 0.13% Add +8.6% 1,885 $767K
Goodman Financial Corp 0.17% Add +50.4% 1,883 $766K
Oceanside Advisors LLC 0.62% No change 1,882 $766K
Estabrook Capital Management 0.12% No change 1,880 $765K
VERITY Wealth Advisors 0.57% No change 1,875 $763K
Lam Group, Inc. 0.64% No change 1,873 $762K
FinTrust Capital Advisors, LLC 0.14% Reduce -12.8% 1,871 $761K
Paragon Financial Partners, Inc. 0.59% No change 1,870 $761K
Cornerstone Advisors Asset Management, LLC 0.21% No change 1,870 $761K
Zions Bancorporation, N.A. 0.06% Reduce -22.4% 1,870 $761K
OLIO Financial Planning 0.32% No change 2,123 $759K
New World Advisors LLC 0.21% No change 1,865 $759K
WestHill Financial Advisors, Inc. 0.18% Reduce -0.8% 1,863 $758K
Capital Square, LLC 0.49% Add +0.1% 1,733 $756K
Warwick Investment Management, Inc. 0.18% Add +4.3% 1,857 $755K
Clayton Financial Group LLC 0.33% No change 1,793 $754K
LifePlan Financial, LLC 0.69% Reduce -3.1% 1,850 $753K
Red Spruce Capital, LLC 0.35% Add +9.6% 1,843 $750K
Pacific Wealth Strategies Group, Inc. 0.62% No change 1,843 $750K
Landaas & Co. /Wi 0.23% Add +1.0% 1,840 $749K
Meritas Wealth Management, LLC 0.53% No change 1,841 $749K
Diamant Asset Management, Inc. 0.50% No change 1,840 $749K
Shore Point Advisors, LLC 0.43% No change 1,840 $749K
Fortem Financial Group, LLC 0.32% Add +16.3% 1,840 $749K
Insight Folios Inc 0.31% Add +1.5% 1,840 $749K
Oak Asset Management, LLC 0.27% No change 1,840 $749K
CWS Financial Advisors, LLC 0.29% Add +10.4% 1,838 $748K
Old North State Trust, LLC 0.65% No change 1,837 $747K
Verus Financial Partners, Inc. 0.09% No change 1,832 $745K
Nebula Research & Development LLC 0.12% New 1,828 $744K
Cookson Peirce & Co. Inc. 0.04% New 1,826 $743K
Permit Capital, LLC 0.28% No change 1,825 $742K
RNC Capital Management LLC 0.04% Add +21.3% 1,825 $742K
Keb Asset Management, LLC 0.25% No change 1,820 $740K
DGS Capital Management, LLC 0.21% Add +88.6% 1,820 $740K
Gallagher Fiduciary Advisors, LLC 0.17% Add +65.3% 1,818 $740K
Baker Boyer National Bank 0.26% Reduce -16.5% 1,817 $739K
White Pine Capital LLC 0.28% Add +0.3% 1,816 $739K
Winslow Asset Management Inc. 0.15% Reduce -4.2% 1,814 $738K
Ariadne Wealth Management, LP 0.58% — 1,813 $738K
Riverview Trust Co 0.70% No change 1,811 $737K
Rosenberg Matthew Hamilton 0.22% Add +4.0% 1,816 $736K
Cedrus LLC 0.37% Add +5.1% 1,807 $735K
Revisor Wealth Management LLC 0.51% Reduce -52.7% 1,805 $734K
Hoxton Planning & Management, LLC 0.34% Add +3.7% 1,801 $733K
Terril Brothers, Inc. 0.26% No change 1,800 $732K
Twelve Points Wealth Management LLC 0.26% Add +3.5% 1,800 $732K
John G Ullman & Associates Inc. 0.11% No change 1,799 $732K
Sendero Wealth Management, LLC 0.12% Add +2.6% 1,795 $730K
Ewa, LLC 0.30% Add +10.7% 1,681 $730K
Menard Financial Group LLC 0.52% Add +12.9% 1,792 $729K
Caerus Investment Advisors, LLC 0.71% No change 1,791 $729K
Mfa Wealth Advisors, LLC 0.16% No change 1,787 $727K
Falcon Wealth Planning 0.09% Add +5.4% 1,785 $726K
HBC Financial Services, PLLC 0.46% No change 1,658 $726K
Optimist Retirement Group LLC 0.38% Add +3.5% 1,784 $726K
Clay Northam Wealth Management, LLC 0.55% No change 1,780 $724K
Selway Asset Management 0.30% Reduce -22.1% 1,780 $724K
PFC Capital Group, Inc. 0.36% No change 1,780 $724K
SYM FINANCIAL Corp 0.12% Add +47.1% 1,778 $723K
Gateway Wealth Partners, LLC 0.22% Add +12.9% 1,773 $721K
Motive Wealth Advisors 0.43% Add +0.1% 1,773 $721K
IAG Wealth Partners, LLC 0.14% Reduce -10.2% 1,770 $720K
Trillium Asset Management, LLC 0.02% Reduce -13.7% 1,770 $720K
Walkner Condon Financial Advisors LLC 0.16% Add +4.3% 1,767 $719K
Olistico Wealth, LLC 0.46% No change 1,765 $718K
New Covenant Trust Company, N.A. 0.83% Reduce -2.0% 1,652 $718K
Duncker Streett & Co. Inc. 0.14% No change 1,757 $715K
Kolinsky Wealth Management, LLC 0.51% Add +8.9% 1,754 $714K
Johnson & White Wealth Management, LLC 0.68% New 1,752 $713K
Unionview, LLC 0.58% No change 1,746 $710K
Arkos Global Advisors 0.11% Reduce -42.7% 1,738 $707K
Robinson Smith Wealth Advisors LLC 0.62% Add +6.3% 1,732 $705K
BlueChip Wealth Advisors LLC 0.41% Reduce -1.3% 1,730 $704K
Exchange Bank 0.60% Reduce -2.8% 1,725 $702K
Boothbay Fund Management, LLC 0.02% Reduce -57.4% 1,722 $701K
Warren Street Wealth Advisors, LLC 0.35% Add +0.2% 1,721 $700K
Great Waters Wealth Management 0.11% No change 1,720 $700K
Members Wealth LLC 0.47% — 1,463 $699K
Forza Wealth Management, LLC 0.36% Add +1.5% 1,714 $697K
Kohmann Bosshard Financial Services, LLC 0.09% Add +1.4% 1,713 $697K
FMB Wealth Management 0.53% Reduce -0.9% 1,712 $696K
Paradigm, Strategies in Wealth Management, LLC 0.43% No change 1,709 $695K
Transcendent Capital Group LLC 0.40% Reduce -24.9% 1,708 $695K
Cherrydale Wealth Management, LLC 0.30% Add +14.5% 1,708 $695K
Frazier Financial Advisors, LLC 0.55% Add +11.5% 1,706 $694K
First Business Financial Services, Inc. 0.07% Reduce -4.5% 1,706 $694K
Orrstown Financial Services Inc. 0.37% Add +3.0% 1,700 $692K
Eschler Asset Management LLP 0.54% No change 1,692 $688K
Collective Family Office LLC 0.20% Reduce -2.1% 1,685 $685K
Human Investing LLC 0.13% Add +8.0% 1,685 $685K
Lauterbach Financial Advisors, LLC 0.45% Add +45.5% 1,600 $685K
Main Street Group, LTD 0.32% Reduce -13.9% 1,680 $681K
Marex Group Ltd 0.02% New 1,673 $681K
Coombe, Bender & Co LLC 0.40% Add +1.9% 1,671 $680K
Tidemark, LLC 0.31% Add +5.2% 1,670 $679K
Nemes Rush Group LLC 0.09% Add +17.3% 1,669 $679K
Kellett Wealth Advisors, LLC 0.55% Reduce -52.9% 1,667 $678K
Partners in Financial Planning 0.15% No change 1,667 $678K
Atlas Wealth LLC 0.12% Reduce -3.1% 1,667 $676K
KPP Advisory Services LLC 0.18% Add +100.7% 1,662 $676K
Raffa Wealth Management, LLC 0.19% Add +34.2% 1,660 $675K
Progressive Investment Management Corp 0.18% No change 1,660 $675K
Commonwealth Retirement Investments LLC 0.31% No change 1,654 $673K
Jentner Corp 0.22% Reduce -24.9% 1,653 $672K
Wealth Management Partners, LLC 0.33% Reduce -1.5% 1,652 $672K
Ironsides Asset Advisors, LLC 0.22% Reduce -34.0% 1,650 $671K
Tradewinds Capital Management, LLC 0.20% No change 1,650 $671K
Wick Capital Partners, LLC 0.23% Add +20.9% 1,650 $671K
Uptick Partners, LLC 0.51% No change 1,593 $670K
Wealthgate Family Office, LLC 1.65% No change 1,644 $669K
Carl P. Sherr & Co., LLC 0.37% Reduce -8.4% 1,644 $669K
Matisse Capital 0.33% No change 1,640 $667K
Bulltick Wealth Management, LLC 0.19% Reduce -62.5% 1,640 $667K
Brooks, Moore & Associates, Inc. 0.43% No change 1,635 $665K
Horizons Wealth Management 0.53% Add +6.7% 1,520 $660K
Doliver Advisors, LP 0.18% No change 1,619 $659K
Acorn Creek Capital LLC 0.39% Add +21.5% 1,617 $658K
Cordgrass Capital Advisors, LLC 0.21% Reduce -2.8% 1,616 $657K
BTC Capital Management, Inc. 0.06% No change 1,614 $657K
KFA Private Wealth Group, LLC 0.34% Reduce -56.1% 1,610 $655K
Horizon Bancorp Inc. 0.31% No change 1,604 $653K
First Dallas Securities Inc. 0.29% Add +0.1% 1,602 $652K
Veridan Wealth LLC 0.26% — 1,341 $651K
Port Capital LLC 0.03% Reduce -11.2% 1,601 $651K
Luminvest Wealth Management LLC 0.30% Add +1.1% 1,416 $649K
Sutton Place Investors LLC 0.43% Reduce -10.1% 1,595 $649K
Mosaic Financial Group, LLC 0.47% No change 1,592 $648K
Lifeworks Advisors, LLC 0.18% Add +2.3% 1,587 $646K
Victory Financial Group, LLC 0.30% Reduce -3.4% 1,585 $645K
Aua Capital Management, LLC 0.39% No change 1,584 $644K
Hirtle & Co., LLC 0.03% Reduce -51.8% 1,583 $644K
Boyce & Associates Wealth Consulting, Inc. 0.76% No change 1,581 $643K
Carolina Wealth Advisors, LLC 0.32% No change 1,580 $643K
Gitterman Wealth Management, LLC 0.25% No change 1,579 $642K
Trustco Bank Corp. N Y 0.68% No change 1,577 $642K
Keyes, Stange & Wooten Wealth Management, LLC 0.45% No change 1,575 $641K
Texas Capital Bank Wealth Management Services Inc 0.07% Add +6.9% 1,573 $640K
Cooper/Haims Advisors, LLC 0.36% Add +14.2% 1,561 $635K
Shared Vision Wealth Group LLC 0.37% No change 1,556 $633K
Source Financial Advisors LLC 0.19% Reduce -2.9% 1,556 $633K
Villere St Denis J & Co. LLC 0.05% No change 1,553 $632K
Saxony Capital Management, LLC 0.69% Reduce -14.8% 1,551 $631K
Guild Investment Management, Inc. 0.72% Add +4.5% 1,550 $631K
Mayport, LLC 0.22% No change 1,548 $630K
Campbell Wealth Management 0.20% Reduce -7.2% 1,546 $629K
Atlas Private Wealth Advisors 0.10% Add +65.7% 1,544 $628K
Dominguez Wealth Management Solutions, Inc. 0.47% Add +0.6% 1,535 $624K
Somerset Trust Co 0.26% No change 1,533 $624K
ICA Group Wealth Management, LLC 0.37% Reduce -70.4% 1,532 $623K
49 Wealth Management, LLC 0.12% Add +13.1% 1,536 $622K
Tower Wealth Partners, Inc. 0.38% No change 1,528 $622K
WealthCollab, LLC 0.45% No change 1,525 $620K
Retirement Financial Solutions, LLC 0.29% No change 1,522 $619K
Operose Advisors LLC 0.22% No change 1,520 $618K
FJ Capital Management LLC 0.06% New 1,518 $618K
Obsidian Personal Planning Solutions LLC 0.38% Reduce -37.1% 1,516 $617K
Benchmark Financial Wealth Advisors, LLC 0.23% Reduce -3.3% 1,516 $617K
Miramar Capital, LLC 0.15% Add +95.4% 1,516 $617K
Cetera Trust Company, N.A 0.39% Reduce -9.0% 1,512 $615K
Coerente Capital Management 0.12% Reduce -2.6% 1,512 $615K
Paulson Wealth Management Inc. 0.18% No change 1,511 $615K
Jackson Hole Capital Partners, LLC 0.14% Reduce -1.0% 1,511 $615K
American Institute for Advanced Investment Management, LLP 0.47% Reduce -0.8% 1,509 $614K
Blackhawk Capital Partners, LLC 0.37% Reduce -7.9% 1,506 $613K
Schnieders Capital Management LLC 0.12% Add +1.3% 8,613 $612K
Anson Capital, Inc. 0.60% Reduce -1.0% 1,500 $610K
Legacy Wealth Management, LLC / MS 0.26% No change 1,500 $610K
Capital Planning LLC 0.18% No change 1,500 $610K
HughesLittle Investment Management Ltd. 0.13% No change 1,500 $610K
Vantage Financial Partners, LLC 0.16% Add +0.9% 1,500 $610K
Truefg, LLC 0.22% No change 1,499 $610K
Mechanics Financial Corp 0.31% No change 1,495 $608K
Berkeley Capital Partners, LLC 0.18% Add +12.5% 1,493 $607K
PFG Private Wealth Management, LLC 0.37% No change 1,493 $607K
Deroy & Devereaux Private Investment Counsel Inc. 0.04% No change 1,491 $607K
Lazari Capital Management, Inc. 0.27% Add +28.3% 1,491 $607K
Level Financial Advisors 0.26% Reduce -21.6% 1,491 $607K
Wooster Corthell Wealth Management, Inc. 0.14% Reduce -1.6% 1,490 $606K
PCA Investment Advisory Services Inc. 0.32% Add +0.1% 1,489 $606K
Carr Financial Group Corp 0.19% Add +0.3% 1,484 $604K
Plan Group Financial, LLC 0.37% Reduce -0.3% 1,475 $600K
Sterling Wealth Management, Inc. 0.28% Add +3.9% 1,475 $600K
Hengehold Capital Management LLC 0.06% Add +21.5% 1,468 $597K
CBIZ Investment Advisory Services, LLC 0.03% No change 1,468 $597K
Bogart Wealth, LLC 0.03% Reduce -1.8% 1,466 $596K
Sentinel Trust Co. Lba 0.07% Add +2.2% 1,465 $596K
Schiavi & Co LLC 0.23% No change 1,465 $596K
Compass Wealth Management LLC 0.15% No change 1,465 $596K
Braun-Bostich & Associates Inc. 0.44% Reduce -10.2% 1,462 $595K
Eagle Strategies LLC 0.11% Reduce -91.0% 1,461 $594K
Logan Capital Management Inc. 0.03% No change 1,458 $593K
Abner Herrman & Brock LLC 0.08% Add +58.1% 1,458 $593K
Shoker Investment Counsel, Inc. 0.21% Reduce -1.0% 1,453 $591K
Absolute Capital Management, LLC 0.36% No change 1,452 $591K
Farrow Financial, Inc. 0.40% Reduce -6.5% 1,450 $590K
Adell Harriman & Carpenter Inc. 0.05% Reduce -5.2% 1,447 $589K
Bruce G. Allen Investments, LLC 0.49% Reduce -8.3% 1,436 $584K
Fortis Group Advisors, LLC 0.12% Add +160.4% 1,435 $584K
Cedar Wealth Management, LLC 0.19% Add +0.5% 1,434 $583K
Private Capital Advisors, Inc. 0.06% Add +5.9% 1,431 $582K
Cora Capital Advisors LLC 0.30% Add +0.1% 1,428 $581K
JGP Wealth Management, LLC 0.08% Reduce -2.4% 1,426 $580K
Allegiance Financial Group Advisory Services LLC 0.22% Reduce -30.0% 1,426 $580K
M. Kulyk & Associates, LLC 0.13% Add +10.5% 1,426 $580K
Atlas Wealth Partners, LLC 2.46% New 1,425 $580K
Financial Advisors, LLC 0.12% No change 1,422 $578K
Integrity Wealth Solutions LLC 0.38% Reduce -3.3% 1,422 $578K
Jackson Creek Investment Advisors LLC 0.21% No change 1,420 $578K
Latitude Advisors, LLC 0.35% Reduce -5.5% 1,416 $576K
Mendel Capital Management LLC 0.37% Reduce -0.1% 1,413 $575K
Highview Capital Management LLC 0.24% Reduce -1.4% 1,411 $574K
Heritage Wealth Management, Inc./Texas 0.36% Add +48.5% 1,408 $573K
Burns Matteson Capital Management, LLC 0.36% Add +21.7% 1,407 $572K
Hapanowicz & Associates Financial Services, Inc 0.33% No change 1,407 $572K
Martin Capital Advisors, LLP 0.43% No change 1,404 $571K
Yoder Wealth Management, Inc. 0.37% Add +0.4% 1,402 $570K
Park Place Capital Corp 0.18% Add +57.2% 1,401 $570K
Fortitude Family Office, LLC 0.32% No change 1,398 $569K
PFW Advisors LLC 0.18% Reduce -10.6% 1,397 $568K
Safeguard Investment Advisory Group, LLC 0.18% Add +13.9% 1,396 $568K
Sanders Morris Harris LLC 0.09% Reduce -50.6% 1,395 $567K
Indie Asset Partners, LLC 0.45% Add +3.9% 1,393 $567K
Moisand Fitzgerald Tamayo, LLC 0.08% Reduce -0.1% 1,391 $566K
Arcadia Wealth Management, LLC 0.32% Add +1.9% 1,387 $564K
Balentine LLC 0.03% Reduce -95.1% 1,386 $564K
Demars Financial Group, LLC 0.27% No change 1,383 $563K
Renaissance Investment Group LLC 0.12% No change 1,369 $562K
Ade, LLC 0.38% No change 1,380 $561K
Accel Wealth Management 0.22% Reduce -9.0% 1,379 $561K
Aspen Wealth Strategies, LLC 0.39% Reduce -0.3% 1,258 $561K
FC Advisory LLC 0.21% No change 1,378 $561K
Outlook Wealth Advisors, LLC 0.17% No change 1,376 $560K
MADDEN SECURITIES Corp 0.25% No change 1,374 $559K
SilverOak Wealth Management LLC 0.13% Reduce -17.6% 1,373 $559K
AAF Wealth Management, LLC 0.29% No change 1,370 $557K
IVC Wealth Advisors LLC 0.31% Add +1.8% 1,369 $557K
Briaud Financial Planning Inc 0.32% No change 1,369 $556K
Ranch Capital Advisors Inc. 0.29% Reduce -7.0% 1,366 $556K
Mainsail Asset Management, LLC 0.44% No change 1,364 $555K
Opal Wealth Advisors, LLC 0.18% Reduce -8.0% 1,353 $550K
Millennium Capital Advisors, LLC 0.37% No change 1,351 $550K
Manchester Financial Inc. 0.14% Add +1.7% 1,351 $550K
Ledgewood Wealth Advisors, LLC 0.47% No change 1,350 $549K
Bonness Enterprises Inc. 0.20% No change 1,350 $549K
Rovin Capital /Ut/ 0.23% Add +3.2% 1,350 $549K
Gries Financial LLC 0.11% Reduce -63.8% 1,347 $548K
Systematic Alpha Investments, LLC 0.02% No change 1,346 $548K
Wealthstar Advisors, LLC 0.44% Add +7.0% 1,344 $547K
FSC Wealth Advisors, LLC 0.40% Add +1.2% 1,343 $546K
Kure Advisory, LLC 0.45% Add +9.4% 1,343 $546K
KRS Capital Management, LLC 0.41% Reduce -2.2% 1,341 $546K
Morris Financial Concepts, Inc. 0.26% Add +0.8% 1,341 $546K
Values Added Financial LLC 0.39% No change 1,339 $545K
M3 Advisory Group, LLC 0.45% Add +9.3% 1,339 $545K
BetterWealth, LLC 0.17% Add +0.8% 1,338 $544K
Cutler Capital Management, LLC 0.26% No change 1,336 $543K
ORBA Wealth Advisors, L.L.C. 0.28% Add +1.5% 1,335 $543K
CSS LLC 0.12% No change 1,333 $542K
Cape Ann Savings Bank 0.33% No change 1,323 $538K
Bridge Creek Capital Management LLC 0.17% Reduce -0.8% 1,322 $538K
Abbot Financial Management, Inc. 0.29% Add +1.9% 1,321 $537K
Skba Capital Management LLC 0.09% No change 1,319 $537K
Christensen, King & Associates Investment Services, Inc. 0.26% Reduce -1.1% 1,312 $534K
Fortitude Advisory Group L.L.C. 0.32% Reduce -4.9% 1,311 $533K
Global Financial Private Client, LLC 0.22% No change 1,309 $533K
Brass Tax Wealth Management, Inc. 0.10% New 1,306 $531K
Cowa, LLC 0.28% No change 1,305 $531K
Northcape Wealth Management, LLC 0.19% Add +8.3% 1,305 $531K
Aigen Investment Management, LP 0.10% New 1,305 $531K
Arbor Trust Wealth Advisors, LLC 0.28% Add +5.2% 1,303 $530K
Redwood Financial Network Corp 0.44% No change 1,302 $529K
American State Bank (Iowa) 0.34% Add +0.8% 1,301 $529K
Talbot Financial, LLC 0.07% Add +39.9% 1,301 $529K
Cantor Fitzgerald Investment Advisors L.P. 0.04% No change 1,300 $529K
Centennial Bank 0.26% Add +13.0% 1,300 $529K
Renaissance Technologies 0.00% Reduce -99.3% 1,298 $528K
KOM Wealth Management Group, LLC 0.49% Reduce -1.9% 1,288 $524K
Provident Investment Management, Inc. 0.05% Add +38.4% 1,287 $524K
Fullerton Fund Management Co Ltd. 0.02% Reduce -9.0% 1,283 $522K
Contravisory Investment Management, Inc. 0.12% Reduce -1.6% 1,279 $520K
Trevian Wealth Management LLC 2.59% Reduce -1.9% 1,279 $520K
DLK Investment Management, LLC 0.22% No change 1,278 $520K
Benchmark Investment Advisors LLC 0.38% Reduce -8.7% 1,276 $519K
Gould Asset Management LLC 0.12% Reduce -5.9% 1,275 $519K
Portfolio Strategies, Inc. 0.07% Reduce -3.8% 1,275 $519K
Baron Wealth Management LLC 0.27% Add +4.3% 1,274 $518K
Financial Council, LLC 0.29% Add +5.3% 1,263 $514K
West Michigan Advisors, LLC 0.16% Add +25.8% 1,260 $513K
Aspire Wealth Management Corp 0.29% No change 1,259 $512K
Bridge Advisory, LLC 0.25% Add +0.5% 1,255 $511K
Nelson Capital Management, LLC 0.09% No change 1,251 $509K
Gouws Capital LLC 0.36% No change 1,250 $509K
New England Professional Planning Group Inc. 0.27% No change 1,247 $507K
Sunburst Financial Group, LLC 0.14% Add +0.1% 1,241 $505K
RBF Capital, LLC 0.03% No change 1,241 $505K
Waypoint Wealth Partners Inc. 0.15% Add +42.8% 1,238 $504K
Woodley Farra Manion Portfolio Management Inc. 0.03% Reduce -5.0% 1,232 $501K
Harvest Investment Services, LLC 0.20% Reduce -2.9% 1,231 $501K
Union Savings Bank 0.26% Add +2.8% 1,230 $500K
Bright Futures Wealth Management, LLC. 0.27% Add +0.9% 1,168 $500K
Brogan Financial, Inc. 0.32% Add +0.3% 1,229 $500K
Enzi Wealth 0.22% No change 1,215 $500K
Financial Synergies Wealth Advisors, Inc. 0.07% No change 1,228 $500K
Willow Creek Wealth Management Inc. 0.06% Add +7.3% 1,228 $500K
Whelan Financial 0.22% Add +2.9% 1,226 $499K
Roble, Belko & Company, Inc 0.08% No change 1,223 $498K
Creekside Partners 0.28% — 1,222 $497K
Capital Insight Partners, LLC 0.09% Add +58.9% 1,220 $496K
R. W. Roge & Company, Inc. 0.28% No change 1,221 $496K
Leeward Financial Partners, LLC 0.20% No change 1,219 $496K
Cahill Wealth Management, LLC 0.30% Reduce -7.9% 1,287 $496K
Fusion Family Wealth, LLC 0.05% No change 1,216 $495K
Bright Financial Advisors, Inc. 0.35% No change 1,214 $494K
Harmony Asset Management LLC 0.21% Add +72.4% 1,212 $493K
Redwood Investment Management, LLC 0.04% Add +21.3% 1,213 $493K
Thrive Capital Management, LLC 0.23% Reduce -1.1% 1,211 $493K
Citizens & Northern Corp. 0.15% Reduce -5.8% 1,210 $492K
Sharp Wealth Advisory, LLC 0.42% Add +32.2% 1,208 $491K
NorthLanding Financial Partners, LLC 0.52% Reduce -23.8% 1,205 $490K
Louisbourg Investments Inc. 0.14% Add +0.7% 1,204 $490K
Epic Trust Investment Advisors, LLC 0.54% Reduce -22.6% 1,199 $488K
Buckingham Capital Management, Inc. 0.06% Add +9.1% 1,198 $487K
Washington Trust Advisors, Inc. 0.04% Add +334.6% 1,195 $486K
Commonwealth Financial Services, LLC 0.10% Reduce -23.3% 1,188 $486K
Peddock Capital Advisors, LLC 0.13% Add +2.9% 1,193 $485K
Taurus Asset Management, LLC 0.05% Reduce -2.0% 1,188 $483K
Tucker Asset Management LLC 0.11% Add +37.1% 1,186 $482K
Omega Financial Group, LLC 0.20% No change 1,185 $482K
NFC Investments, LLC 0.14% No change 1,186 $482K
Bernardo Wealth Planning LLC 0.13% Reduce -4.4% 1,183 $481K
Isthmus Partners, LLC 0.06% No change 1,182 $481K
Client 1ST Advisory Group, LLC 0.21% Reduce -1.7% 1,181 $480K
Smithbridge Asset Management Inc. 0.10% Add +9.3% 1,180 $480K
SkyView Investment Advisors, LLC 0.09% No change 1,178 $479K
Orin Green Financial, LLC 0.22% No change 1,176 $478K
SWP Financial LLC 0.32% Add +88.0% 1,175 $478K
Kades & Cheifetz LLC 0.30% Reduce -2.2% 1,172 $477K
EnRich Financial Partners LLC 0.17% No change 1,172 $477K
Yeomans Consulting Group, Inc. 0.18% Reduce -2.1% 1,166 $474K
Wilson & Boucher Capital Management, LLC 0.36% Reduce -1.0% 1,165 $474K
Cherry Creek Investment Advisors, Inc. 0.25% Reduce -5.4% 1,165 $474K
Conestoga Capital Advisors, LLC 0.01% Add +6.9% 1,165 $474K
Rockline Wealth Management, LLC 0.15% Add +23.6% 1,162 $473K
Myecfo, LLC 0.27% Reduce -0.4% 1,152 $469K
Vantage Consulting Group Inc 0.35% Reduce -2.5% 1,151 $468K
Melone Private Wealth, LLC 0.28% No change 1,151 $468K
Brand Asset Management Group, Inc. 0.20% Reduce -0.4% 1,150 $468K
United Capital Management of KS, Inc. 0.10% Reduce -1.0% 1,150 $468K
Marotta Asset Management 0.10% Add +10.1% 1,154 $468K
Mendel Money Management 0.22% No change 1,146 $466K
Alternative Investment Advisors, LLC. 0.27% Add +85.2% 1,141 $464K
Crestmont Private Wealth LLC 0.22% Reduce -4.2% 1,141 $464K
Boston Mountain Money Management Inc. 0.31% Add +2.1% 1,139 $463K
New Millennium Group LLC 0.30% Reduce -2.9% 1,139 $463K
MayTech Global Investments, LLC 0.07% Reduce -5.4% 1,139 $463K
Mayfair Advisory Group, LLC 0.31% No change 1,090 $463K
BCM Advisors, LLC 0.11% Add +4.1% 1,069 $462K
West Paces Advisors Inc. 0.12% Reduce -56.6% 1,134 $461K
Aspect Partners, LLC 0.27% No change 1,132 $460K
Viewpoint Capital Management LLC 0.28% Add +2.7% 1,126 $458K
Sustainable Insight Capital Management, LLC 0.23% Add +14.7% 1,124 $457K
Angeles Investment Advisors, LLC 0.02% Reduce -16.5% 1,123 $457K
PACK Private Wealth, LLC 0.28% Add +1.9% 1,120 $456K
Luts & Greenleigh Group, Inc. 0.47% — 1,119 $455K
Beacon Harbor Wealth Advisors, Inc. 0.12% Reduce -0.8% 1,115 $454K
GoalFusion Wealth Management, LLC 0.28% No change 1,116 $454K
Josh Arnold Investment Consultant, LLC 0.39% New 1,115 $454K
Richardson Financial Services Inc. 0.33% Reduce -20.6% 1,115 $454K
Stone Summit Wealth LLC 0.16% Reduce -1.8% 1,114 $453K
TCP Asset Management, LLC 0.11% No change 1,114 $453K
Cottonwood Capital Advisors, LLC 0.35% Reduce -13.0% 1,101 $452K
Leicht Financial Planning & Wealth Management, Inc. 0.24% No change 1,110 $452K
McCarthy & Cox 0.17% No change 1,110 $451K
Geometric Wealth Advisors 0.09% No change 1,109 $451K
Beirne Wealth Consulting Services, LLC 0.18% No change 1,104 $449K
Capital Investment Counsel, Inc 0.07% Add +5.2% 1,102 $448K
Harel Insurance Investments & Financial Services Ltd. 0.01% Reduce -40.8% 1,098 $448K
Avondale Wealth Management 0.31% Add +33.3% 1,100 $447K
Accretive Wealth Partners, LLC 0.19% Add +8.1% 1,099 $447K
Slocum, Gordon & Co LLP 0.33% No change 1,097 $446K
Peak Financial Management, Inc. 0.14% Add +57.7% 1,093 $445K
Retirement Planning Co of New England, Inc. 0.24% Add +3.9% 1,092 $444K
Primoris Wealth Advisors, LLC 0.36% Reduce -31.9% 1,092 $444K
Central Valley Advisors, LLC 0.19% Reduce -0.1% 1,121 $442K
Running Point Capital Advisors, LLC 0.18% No change 1,085 $441K
Fortis Capital Advisors, LLC 0.16% Add +1.0% 1,085 $441K
Clearwater Capital Advisors, LLC 0.05% Add +10.6% 1,084 $441K
Kennedy Investment Group, Inc. 0.22% No change 1,082 $440K
Westover Capital Advisors, LLC 0.11% Reduce -0.8% 1,082 $440K
US Asset Management LLC 0.40% Reduce -3.5% 1,077 $438K
Bank & Trust Co 0.37% — 1,073 $436K
Mma Asset Management LLC 0.20% Reduce -14.7% 1,070 $435K
Holistic Financial Partners 0.22% Add +9.3% 1,070 $435K
Oxler Private Wealth LLC 0.16% No change 1,070 $435K
Threadgill Financial, LLC 0.20% Reduce -1.7% 1,068 $434K
Midwest Professional Planners, LTD. 0.14% Reduce -4.3% 1,066 $434K
Guidance Point Advisors, LLC 0.14% Reduce -0.2% 1,065 $433K
Compton Financial Group, LLC 0.14% No change 1,065 $433K
Clearview Wealth Advisors LLC 0.38% No change 1,064 $433K
Chico Wealth RIA 0.40% Add +0.4% 1,063 $432K
Private Capital Management, LLC 0.05% No change 1,057 $430K
Hennion & Walsh Asset Management, Inc. 0.02% Add +43.6% 1,057 $430K
Vigilare Wealth Management 0.19% Reduce -2.3% 1,054 $429K
CKW Financial Group 0.05% Add +0.2% 1,057 $428K
Iams Wealth Management, LLC 0.23% New 1,051 $428K
Granite Group Advisors, LLC 0.32% No change 1,050 $427K
Orion Investment Co 0.17% — 1,050 $427K
Keener Financial Planning LLC 0.28% No change 1,052 $427K
American Asset Management Inc. 0.50% Reduce -0.3% 1,046 $426K
German American Bancorp, Inc. 0.05% Add +9.4% 1,045 $425K
Ridgecrest Wealth Partners, LLC 0.26% No change 1,044 $425K
Redwood Wealth Management Group, LLC 0.32% Add +0.6% 1,042 $424K
Hillsdale Investment Management Inc. 0.03% Reduce -7.3% 1,042 $424K
Donald L. Hagan, LLC 0.22% Add +1.0% 1,041 $423K
Purus Wealth Management, LLC 0.19% Reduce -3.3% 1,040 $423K
Arista Wealth Management, LLC 0.11% New 1,038 $422K
Souders Financial Advisors 0.06% Add +8.0% 1,036 $421K
Flaharty Asset Management, LLC 0.06% No change 1,036 $421K
Davies Financial Advisors, Inc. 0.39% Add +25.0% 1,029 $419K
Hamilton Wealth, LLC 0.11% Add +1.5% 1,029 $419K
Alaska Wealth Advisors, LLC 0.06% Reduce -8.4% 1,029 $419K
Pachira Investments Inc. 0.37% Add +2.4% 1,026 $417K
Caxton Corp. 2.11% Add +0.6% 1,025 $417K
Syntax Research, Inc. 0.33% No change 1,024 $417K
Rempart Asset Management Inc. 0.08% Add +24.3% 1,024 $417K
Foster & Motley Inc. 0.03% Add +1.2% 1,023 $416K
MainStreet Investment Advisors LLC 0.05% Reduce -45.2% 1,022 $416K
Semus Wealth Partners LLC 0.32% Add +55.9% 1,018 $414K
Collaborative Wealth Managment Inc. 0.20% Add +0.3% 1,018 $414K
AA Financial Advisors, LLC 0.15% New 1,016 $413K
Better Money Decisions, LLC 0.31% No change 1,014 $412K
Rf&l Wealth Management, LLC 0.31% No change 1,013 $412K
Colton Groome Financial Advisors, LLC 0.16% Reduce -0.8% 1,013 $412K
GW&K Investment Management, LLC 0.00% Add +21.3% 1,013 $412K
Burrus Financial Services, Inc. 0.21% No change 1,010 $411K
Ayrshire Capital Management LLC 0.21% Add +11.6% 1,010 $411K
Silverleafe Capital Partners, LLC 0.14% No change 1,008 $410K
Dark Forest Capital Management LP 0.08% No change 1,008 $410K
Dividend Assets Capital, LLC 0.08% Reduce -10.1% 1,005 $409K
Seneca House Advisors 0.18% Add +2.5% 1,004 $408K
Tamar Securities, LLC 0.07% Add +2.2% 1,003 $408K
Greenhaven Associates Inc. 0.01% No change 1,001 $407K
Wallington Asset Management, LLC 0.06% No change 1,000 $407K
Alterna Wealth Management, Inc. 0.36% Reduce -27.7% 1,000 $407K
Grace & White Inc. 0.08% No change 1,000 $407K
Night Owl Capital Management, LLC 0.06% No change 1,000 $407K
Idaho Trust Co 0.21% Reduce -83.2% 1,000 $407K
Cape Investment Advisory, Inc. 0.18% Add +1.0% 996 $405K
W Advisors, LLC 0.27% Add +12.2% 994 $404K
Pinnacle Family Advisors, LLC 0.22% Add +1.5% 993 $404K
Peterson Wealth Advisors, LLC 0.08% Reduce -4.1% 993 $404K
Maryland Capital Advisors Inc. 0.22% No change 990 $403K
Investors Asset Management of Georgia Inc. /Ga/ 0.20% No change 990 $403K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.15% No change 985 $401K
Cranbrook Wealth Management, LLC 0.10% No change 985 $401K
Fusion Capital, LLC 0.18% Reduce -19.6% 982 $399K
Elevated Capital Advisors, LLC 0.11% No change 982 $399K
Lane & Associates LLC 0.24% Add +3.1% 981 $399K
Morton Brown Family Wealth, LLC 0.16% No change 903 $399K
Brickley Wealth Management 0.09% Reduce -1.1% 977 $397K
Synergy Financial Group, LTD 0.42% Add +3.6% 976 $397K
Schneider Downs Wealth Management Advisors, LP 0.09% Reduce -15.9% 976 $397K
LYNX Capital Group Ltd. 0.27% No change 975 $397K
Carderock Capital Management Inc. 0.10% Reduce -43.0% 975 $397K
Hibernia Wealth Partners, LLC 0.14% New 975 $397K
New Jersey Better Educational Savings Trust 0.79% Reduce -62.2% 972 $395K
Future Financial Wealth Managment LLC 0.35% No change 972 $395K
Opinicus Capital, Inc. 0.33% Add +0.7% 970 $395K
Foguth Wealth Management, LLC. 0.17% Reduce -66.4% 967 $393K
Waycross Investment Management Co 0.38% Reduce -18.4% 966 $393K
Oak Thistle LLC 0.29% Reduce -53.8% 963 $392K
Valley Forge Investment Consultants Inc. Adv 0.15% Add +35.2% 961 $391K
Rothschild Wealth LLC 0.13% New 959 $390K
Gray Private Wealth, LLC 0.25% No change 958 $390K
Howe & Rusling Inc. 0.04% No change 957 $389K
Richard C. Young & CO., LTD. 0.05% Reduce -9.5% 956 $389K
Houlihan Financial Resource Group, Ltd. 0.27% No change 957 $389K
Everpar Advisors LLC 0.19% New 956 $389K
SYSTM Wealth Solutions LLC 0.09% Reduce -89.8% 956 $389K
Masso Torrence Wealth Management Inc. 0.22% Add +21.0% 955 $388K
Kings Path Partners LLC 0.18% — 955 $388K
Divergent Planning, LLC 0.15% No change 954 $387K
Cox Capital Mgt LLC 0.23% No change 950 $386K
Stonehearth Capital Management, LLC 0.17% No change 947 $385K
Mandatum Life Insurance Co Ltd 0.13% No change 946 $385K
Rosenblum Silverman Sutton S F Inc. 0.10% No change 945 $384K
Brio Consultants, LLC 0.06% Reduce -4.2% 944 $384K
Breed's Hill Capital LLC 0.34% No change 943 $384K
Valley Wealth Managers, Inc. 0.03% Add +10.6% 941 $383K
Chelsea Counsel Co. 0.19% Reduce -1.1% 939 $382K
C2C Wealth Management, LLC 0.37% No change 935 $380K
Optivise Advisory Services LLC 0.20% — 932 $379K
Arvest Trust Co. N A 0.02% Add +9.2% 929 $378K
Integral Investment Advisors, Inc. 0.14% Add +3.7% 926 $378K
SFG Wealth Management, LLC. 0.22% Reduce -8.1% 928 $378K
Global Strategic Investment Solutions, LLC 0.05% Reduce -10.8% 928 $378K
Affinity Investment Advisors, LLC 0.28% Reduce -32.7% 927 $377K
Bellevue Asset Management, LLC 0.21% No change 927 $377K
Philip James Wealth Mangement, LLC 0.25% Reduce -30.7% 926 $377K
Prism Advisors, Inc. 0.11% No change 925 $376K
Ipswich Investment Management Co., Inc. 0.09% No change 925 $376K
Investment Advisory Services Inc. /TX 0.14% Add +0.4% 922 $375K
HTG Investment Advisors, Inc. 0.20% Add +4.5% 920 $374K
Zevin Asset Management LLC 0.06% No change 914 $372K
Joseph P. Lucia & Associates, LLC 0.19% Add +38.9% 914 $372K
Echo45 Advisors LLC 0.26% Reduce -12.7% 913 $371K
Monument Capital Management 0.11% No change 913 $371K
Evolution Advisers, Inc. 0.21% Add +0.8% 912 $371K
Boston Common Asset Management, LLC 0.01% No change 911 $371K
Leslie Global Wealth, LLC 0.22% — 910 $370K
Goldstein Advisors, LLC 0.06% Reduce -4.8% 909 $370K
Addison Capital Co 0.16% Add +77.2% 909 $370K
MontVue Capital Management, Inc. 0.29% Add +5.7% 907 $369K
Clark Financial Services Group Inc. 0.39% Reduce -2.3% 906 $368K
Leith Wheeler Investment Counsel Ltd. 0.03% New 901 $367K
Clear Investment Research, LLC 0.48% Add +7.5% 900 $366K
New England Capital Financial Advisors LLC 0.20% No change 900 $366K
Builder Investment Group Inc. 0.10% No change 897 $365K
One Wealth Management Investment & Advisory Services, LLC 0.15% Add +16.2% 896 $364K
ELCO Management Co., LLC 0.21% No change 895 $364K
Fairfield, Bush & Co. 0.22% No change 893 $363K
Birchbrook, Inc. 0.22% Reduce -1.1% 890 $362K
Beacon Bank & Trust 0.09% No change 890 $362K
Toth Financial Advisory Corp. 0.05% Reduce -5.4% 888 $361K
Zega Financial, LLC 0.13% Reduce -1.1% 888 $361K
SWS Partners 0.11% Reduce -64.3% 888 $361K
Edge Financial Advisors LLC 0.37% Reduce -35.7% 884 $360K
Walled Lake Planning & Wealth Management, LLC 0.15% No change 884 $360K
17 Capital Partners, LLC 0.26% Add +5.0% 881 $358K
Virtus Investment Advisers, LLC 0.33% Reduce -1.7% 880 $358K
Allie Family Office LLC 0.22% No change 880 $358K
American Financial & Tax Strategies Inc. 0.19% Add +1.1% 878 $357K
Moller Wealth Partners 0.10% New 877 $357K
AJ Advisors, LLC 0.20% Reduce -40.6% 876 $356K
Gibson Wealth Advisors LLC 0.33% No change 875 $356K
Family Asset Management, LLC 0.23% Reduce -0.3% 871 $354K
Howard Wealth Management, LLC 0.28% No change 870 $354K
Bay Rivers Group 0.18% No change 870 $354K
ROI Financial Advisors, LLC 0.26% Add +38.2% 869 $354K
Lakeshore Financial Planning, Inc. 0.17% Add +24.9% 867 $353K
Hoge Financial Services, LLC 0.29% Add +25.0% 864 $351K
Astoria Strategic Wealth, Inc. 0.11% No change 864 $351K
Boyd Wealth Management, LLC 0.19% No change 863 $351K
Towneley Capital Management, Inc / DE 0.08% Reduce -62.5% 863 $351K
DSC Advisors, L.P. 1.17% Add +10.1% 861 $350K
Northwest Financial Advisors 0.36% Add +1.2% 861 $350K
North Ridge Wealth Advisors, Inc. 0.27% Add +3.0% 860 $350K
Stonebridge Financial Planning Group, LLC 0.18% No change 860 $350K
Measured Wealth Private Client Group, LLC 0.12% No change 860 $350K
Pinnacle Wealth Management Group, Inc. 0.24% Add +2.3% 859 $349K
Providence Capital Advisors, LLC 0.08% Reduce -1.8% 859 $349K
Mach-1 Financial Group, LLC 0.25% Add +3.9% 857 $349K
Aerodigm Wealth, LLC 0.16% Reduce -74.8% 857 $349K
Golden Road Advisors LLC 0.29% Add +3.7% 849 $349K
Mullaney, Keating & Wright, Inc. 0.27% — 856 $348K
Aspire Private Capital, LLC 0.09% No change 852 $346K
West Wealth Group, LLC 0.12% Add +5.5% 851 $346K
Asset Allocation Strategies LLC 0.12% Reduce -2.9% 851 $346K
Scholtz & Company, LLC 0.15% Reduce -5.6% 850 $346K
Advance Capital Management, Inc. 0.02% Reduce -9.5% 850 $346K
RPS Advisory Solutions LLC 0.32% — 848 $345K
One River Asset Management, LLC 0.19% New 847 $345K
St. Johns Investment Management Company, LLC 0.16% Reduce -2.3% 845 $344K
HFG Advisors, Inc. 0.32% No change 844 $343K
Fortis Advisors, LLC 0.24% No change 844 $343K
Seeds Investor LLC 0.18% New 844 $343K
Kingdom Financial Group LLC. 0.23% Reduce -12.2% 842 $343K
Delaney Dennis R 0.18% Reduce -40.2% 840 $342K
Quattro Financial Advisors LLC 0.09% No change 840 $342K
Windsor Capital Management, LLC 0.10% No change 833 $339K
Ehrlich Financial Group 0.27% Add +0.8% 832 $338K
S. R. Schill & Associates 0.15% Add +13.3% 832 $338K
Higgins & Schmidt Wealth Strategies LLC 0.24% Add +0.4% 830 $338K
Affinity Wealth Management LLC 0.06% No change 830 $338K
Connors Investor Services Inc. 0.04% No change 830 $338K
Clarity Capital Partners LLC 0.21% Add +1.7% 825 $336K
Manchester Capital Management LLC 0.04% Add +16.7% 824 $335K
Cassady Schiller Wealth Management, LLC 0.14% Reduce -40.9% 824 $335K
Prevail Innovative Wealth Advisors, LLC 0.12% Add +5.3% 822 $334K
Alpha Financial Partners LLC 0.29% Reduce -7.6% 818 $333K
Worth Financial Advisory Group, LLC 0.22% Add +14.8% 816 $332K
Cornerstone Planning Group LLC 0.09% Add +6.5% 799 $331K
Hyperion Partners, LLC 0.24% Reduce -53.8% 812 $330K
Pathway Financial Advisors LLC 0.09% Add +16.0% 811 $330K
Jacobson & Schmitt Advisors, LLC 0.07% New 811 $330K
New Potomac Partners, LLC 0.18% No change 810 $330K
Harrell Investment Partners, LLC 0.10% Add +10.8% 810 $330K
Ferguson Shapiro LLC 0.13% Reduce -25.5% 809 $329K
Meritage Group LP 0.01% New 809 $329K
Prosperity Wealth Management, Inc. 0.16% No change 808 $329K
Asio Capital, LLC 0.07% Reduce -3.4% 807 $328K
Whitford Management LLC 0.19% No change 806 $328K
Friedenthal Financial 0.20% No change 800 $325K
EHP Funds Inc. 0.16% No change 800 $325K
Silver Coast Investments LLC 0.13% Add +65.3% 800 $325K
Nia Impact Advisors, LLC 0.12% No change 800 $325K
Maren Capital LLC 0.03% No change 800 $325K
Shorepoint Capital Partners LLC 0.08% New 799 $325K
1834 Investment Advisors Co. 0.04% No change 798 $325K
Wealth Management Associates, Inc. 0.15% No change 798 $325K
Kozak & Associates, Inc. 0.08% No change 800 $325K
Maltin Wealth Management, Inc. 0.17% No change 797 $324K
Earnest Partners LLC 0.00% No change 797 $324K
Widmann Financial Services, Inc. 0.26% Reduce -13.6% 796 $324K
Great Oak Capital Partners, LLC 0.12% Reduce -19.9% 747 $322K
Clough Capital Partners L P 0.04% Reduce -83.4% 791 $322K
Meridian Financial Advisors, LLC 0.23% No change 788 $321K
Ruggaard & Associates LLC 0.15% No change 788 $321K
Chiron Capital Management, LLC 0.31% No change 786 $320K
LVZ, Inc. 0.04% Reduce -3.8% 783 $319K
Community Bank, N.A. 0.04% No change 780 $317K
Central Bank & Trust Co. 0.04% No change 779 $317K
ETF Store, Inc. 0.32% Reduce -0.8% 774 $315K
Kraft, Davis & Associates, LLC 0.10% No change 716 $314K
Grayhawk Investment Strategies Inc. 1.43% No change 770 $313K
ACT Advisors, LLC. 0.16% Add +14.8% 770 $313K
Invenio Wealth Partners LLC 0.15% No change 767 $312K
Columbia Advisory Partners LLC 0.30% Add +3.2% 765 $311K
Arbor Capital Management Inc. 0.28% Reduce -16.3% 768 $311K
Instrumental Wealth, LLC 0.32% Add +4.2% 718 $311K
Gsa Capital Partners LLP 0.02% Add +18.9% 761 $310K
Orion Capital Management LLC 0.16% No change 762 $310K
Penn Davis McFarland Inc. 0.05% No change 758 $308K
Heritage Wealth Management, LLC 0.17% No change 755 $307K
Heritage Family Offices, LLP 0.17% — 755 $307K
Elevatus Welath Management 0.11% Reduce -6.7% 751 $306K
Mawer Investment Management Ltd. 0.00% No change 750 $305K
Vestia Personal Wealth Advisors 0.32% — 748 $304K
Weinberger Asset Management, Inc 0.14% Add +26.8% 748 $304K
Armistice Capital, LLC 0.01% Reduce -42.3% 747 $304K
LifePro Asset Management 0.22% Reduce -0.9% 746 $303K
JDM Financial Group LLC 0.20% No change 746 $303K
Kaizen Financial Strategies 0.19% Reduce -12.7% 687 $303K
Covenant Partners, LLC 0.09% No change 744 $303K
Adams Asset Advisors, LLC 0.04% No change 744 $303K
Rather & Kittrell, Inc. 0.08% No change 742 $302K
Old Second National Bank of Aurora 0.08% Add +14.7% 740 $301K
AlphaMark Advisors, LLC 0.10% Reduce -14.3% 737 $300K
PFS Partners, LLC 0.19% Reduce -3.8% 736 $299K
Alkeme Wealth, LLC 0.14% No change 735 $299K
Passive Capital Management, LLC. 0.11% New 735 $299K
Shakespeare Wealth Management, LLC 0.09% Add +1.0% 735 $299K
Carrera Capital Advisors 0.10% — 734 $299K
Maxwell Wealth Strategies Inc. 0.15% No change 733 $298K
Planning Directions Inc. 0.20% No change 731 $297K
Monument Group Wealth Advisors, LLC 0.20% No change 731 $297K
HRC Wealth Management, LLC 0.20% Add +52.8% 729 $297K
Altus Wealth Management, LLC 0.14% No change 729 $297K
Twin Focus Capital Partners, LLC 0.05% No change 729 $297K
OMNI 360 Wealth, Inc. 0.23% Add +17.8% 728 $296K
Salomon & Ludwin, LLC 0.03% Reduce -67.0% 728 $296K
Horizon Advisory Services, Inc. 0.14% No change 727 $296K
OmniStar Financial Group, Inc. 0.27% Add +9.8% 725 $295K
ONE Advisory Partners, LLC 0.14% Add +3.6% 725 $295K
Mills Wealth Advisors LLC 0.21% No change 721 $293K
Drake & Associates, LLC 0.10% Add +12.5% 720 $293K
WorthPointe, LLC 0.13% Add +2.9% 719 $292K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.12% Add +6.7% 717 $292K
Northeast Financial Group, Inc. 0.12% Add +11.9% 714 $290K
Left Brain Wealth Management, LLC 0.14% Add +3.6% 713 $290K
Biltmore Wealth Management, LLC 0.13% Add +1.4% 713 $290K
Lion Street Advisors, LLC 0.11% Reduce -6.8% 712 $290K
Hobbs Group Advisors, LLC 0.11% — 712 $290K
Tang Capital Management LLC 0.03% New 711 $289K
Etesian Wealth Advisors, Inc. 0.16% No change 710 $289K
US Financial Advisors, LLC 0.10% Add +39.2% 710 $289K
jvl associates llc 0.12% Add +0.1% 709 $288K
Refined Wealth Management 0.22% Add +0.3% 708 $288K
Mirabaud & Cie SA 0.10% No change 708 $288K
Barrett & Company, Inc. 0.13% No change 708 $288K
Eastover Investment Advisors LLC 0.14% No change 701 $285K
One Plus One Wealth Management, LLC 0.16% No change 701 $285K
Long Road Investment Counsel, LLC 0.12% No change 700 $285K
Conservest Capital Advisors, Inc. 0.03% No change 677 $285K
Bear Mountain Capital, Inc. 0.12% No change 670 $284K
Scarborough Advisors, LLC 0.12% Add +0.6% 699 $284K
Kendall Capital Management 0.09% Reduce -2.8% 698 $284K
Arq Wealth Advisors, LLC 0.12% New 694 $282K
Montgomery Investment Management Inc. 0.11% No change 694 $282K
Blue Square Asset Management, LLC 0.16% No change 690 $281K
Alamar Capital Management, LLC 0.17% — 689 $280K
Beaumont Asset Management, L.L.C. 0.18% No change 688 $280K
RBA Wealth Management, LLC 0.11% Reduce -9.1% 686 $279K
Phillips Wealth Planners LLC 0.29% Reduce -7.5% 674 $279K
Mason & Associates, LLC 0.09% New 685 $279K
Hill Island Financial LLC 0.09% Add +4.3% 684 $278K
Donor Advised Charitable Giving, Inc. 0.01% No change 683 $278K
Peninsula Asset Management Inc. 0.15% No change 682 $277K
Balanced Rock Investment Advisors LLC 0.23% Reduce -1.9% 680 $277K
FreeGulliver LLC 0.19% New 680 $277K
Acima Private Wealth, LLC 0.10% No change 679 $276K
Reston Wealth Management LLC 0.11% Add +8.3% 676 $275K
Fonville Wealth Management LLC 0.11% Add +15.0% 673 $274K
Cedar Brook Financial Partners, LLC 2.06% Reduce -94.5% 673 $274K
Corundum Trust Company, INC 0.79% — 671 $273K
Lavaca Capital LLC 0.15% Add +5.7% 670 $273K
EPIQ Capital Group, LLC 0.10% New 670 $273K
Seed Wealth Management, Inc. 0.24% No change 669 $272K
Heritage Wealth Management, Inc. 0.26% Reduce -0.9% 667 $271K
McCarthy Asset Management, Inc. 0.16% No change 667 $271K
W.H. Cornerstone Investments Inc. 0.19% No change 666 $271K
Clifford Group, LLC 0.22% No change 666 $271K
Afg Fiduciary Services Limited Partnership 0.19% Add +0.2% 619 $270K
O'Brien Wealth Partners LLC 0.06% No change 663 $270K
Bollard Group LLC 0.01% No change 660 $268K
FSA Advisors, Inc. 0.28% Reduce -26.2% 652 $268K
Arcadia Investment Management Corp. 0.05% No change 658 $268K
St. Clair Advisors, LLC 0.09% No change 658 $268K
Driehaus Capital Management LLC 0.00% Reduce -19.1% 657 $267K
NDVR, Inc. 0.28% Add +7.9% 653 $266K
Renasant Bank 0.18% New 653 $266K
Highland Financial Advisors, LLC 0.10% New 651 $265K
First Washington CORP 0.10% No change 650 $264K
Summit Financial Wealth Advisors, LLC 0.05% Add +6.6% 649 $264K
Barings LLC 0.01% No change 647 $263K
Peoples Bank 0.14% New 647 $263K
Single Point Partners, LLC 0.45% Reduce -10.3% 646 $263K
Morling Financial Advisors, LLC 0.11% Add +0.8% 646 $263K
Founders Capital Management 0.17% No change 645 $262K
Portfolio Design Labs, LLC 0.08% Reduce -22.0% 641 $261K
Financial Freedom, LLC 0.15% No change 640 $260K
Claris Advisors, LLC / Mo / 0.13% No change 638 $260K
Investors Research Corp 0.06% No change 636 $259K
IFS Advisors, LLC 0.22% Add +2.8% 633 $258K
Garrison Asset Management, LLC 0.14% No change 633 $258K
Retirement Guys Formula LLC 0.12% New 631 $257K
Argent Advisors, Inc. 0.10% Reduce -3.1% 631 $257K
BBJS Financial Advisors, LLC 0.10% Add +12.5% 630 $256K
Guardian Wealth Advisors, LLC 0.17% No change 629 $256K
S.E.E.D. Planning Group LLC 0.09% No change 629 $256K
American Capital Advisory, LLC 0.18% Reduce -5.6% 714 $255K
Spectrum Wealth Advisory Group, LLC 0.27% No change 625 $254K
Landmark Wealth Management, LLC 0.20% No change 624 $254K
Paladin Advisory Group, LLC 0.20% Add +9.4% 626 $254K
Ceera Investments, LLC 0.11% No change 622 $253K
Lockerman Financial Group, Inc. 0.46% Add +19.2% 620 $252K
Shira Ridge Wealth Management 0.14% No change 619 $252K
Western Financial Corp 0.15% Reduce -1.1% 617 $251K
Signature Wealth Management Group 0.11% No change 617 $251K
Tobias Financial Advisors, Inc. 0.05% Reduce -25.5% 617 $251K
Butensky & Cohen Financial Security, Inc. 0.08% No change 615 $250K
Bank Ozk 0.11% Reduce -2.1% 615 $250K
Kelly Financial Services LLC 0.09% No change 613 $249K
Meridian Management Co. 0.07% Reduce -54.3% 613 $249K
Signal Advisors Wealth, LLC 0.54% Reduce -91.6% 612 $249K
Constitution Capital LLC 0.13% Add +2.3% 612 $249K
Pacific Wealth Management 0.13% No change 612 $249K
LPF Advisors LLC 0.23% Add +10.7% 611 $249K
Reliant Investment Management, LLC 0.12% No change 609 $248K
Royal Fund Management, LLC 0.03% Reduce -70.9% 608 $247K
Petredis Investment Advisors LLC 0.03% No change 607 $247K
Sterling Group Wealth Management, LLC 0.14% — 605 $246K
Pursue Wealth Partners LLC 0.13% New 605 $246K
Lipe & Dalton 0.13% No change 605 $246K
Brewster Financial Planning LLC 0.21% Add +6.0% 604 $246K
BluePointe Capital Management, LLC 0.16% Add +10.4% 604 $246K
Kaydan Wealth Management, Inc. 0.09% No change 603 $245K
Ariston Services Group 0.24% Reduce -0.3% 602 $245K
Disciplined Investments, LLC 0.13% Reduce -1.8% 601 $244K
West Bancorporation Inc. 0.18% Add +3.5% 600 $244K
Notis-McConarty Edward 0.10% No change 600 $244K
McCollum Christoferson Group LLC 0.07% No change 600 $244K
Precedent Wealth Partners, LLC 0.10% Reduce -15.8% 600 $244K
Tenret Co LLC 0.17% Reduce -2.1% 599 $244K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -0.2% 598 $243K
Awm Capital, LLC 0.04% New 595 $242K
Ground Swell Capital, LLC 0.23% New 593 $241K
TL Private Wealth 0.11% No change 548 $241K
GR Financial Group, LLC 0.05% Add +6.1% 589 $240K
Slagle Financial, LLC 0.12% Reduce -16.0% 588 $239K
Clarity Asset Management, Inc. 0.17% Add +0.5% 587 $239K
Significant Wealth Partners LLC 0.13% New 586 $238K
Hart & Patterson Financial Group LLC 0.12% Reduce -1.0% 586 $238K
Narwhal Capital Management 0.02% No change 586 $238K
MinichMacGregor Wealth Management, LLC 0.06% Reduce -0.5% 585 $238K
USA Financial Formulas 0.04% Reduce -79.1% 583 $237K
CM Wealth Advisors LLC 0.11% Reduce -37.4% 577 $235K
RiverGlades Family Offices LLC 0.18% No change 575 $234K
Keating Investment Counselors Inc. 0.08% Reduce -70.7% 575 $234K
Citizens Business Bank 0.05% No change 574 $234K
Roberts Wealth Advisors, LLC 0.08% Reduce -23.1% 567 $233K
Walker Asset Management, LLC 0.16% No change 570 $232K
Triad Wealth Partners, LLC 0.12% New 569 $231K
Vertex Planning Partners, LLC 0.06% Add +8.8% 568 $231K
Bond & Devick Financial Network, Inc. 0.12% Add +15.3% 564 $229K
Axiom Financial Strategies, LLC 0.15% No change 563 $229K
PCG Wealth Advisors, LLC 0.10% Reduce -6.9% 563 $229K
Santori & Peters, Inc. 0.10% Reduce -16.2% 563 $229K
Winthrop Capital Management, LLC 0.11% Add +2.2% 562 $229K
Touchstone Capital, Inc. 0.36% No change 561 $228K
Ameliora Wealth Management Ltd. 0.10% Add +180.0% 560 $228K
Hutchens & Kramer Investment Management Group, LLC 0.13% No change 562 $228K
Kinloch Capital, LLC 0.12% New 559 $227K
LifePlan Investment Advisors, Inc. 0.16% Add +13.2% 558 $227K
Ascent Wealth Partners, LLC 0.03% New 558 $227K
Stegner Investment Associates Inc. 0.16% New 557 $227K
Coyle Financial Counsel LLC 0.08% No change 535 $225K
Texas Capital Bancshares Inc 0.09% New 551 $224K
Delos Wealth Advisors, LLC 0.22% Add +277.9% 548 $223K
Newport Capital Group, LLC 0.18% — 547 $223K
Northern Capital Management, Inc. 0.15% Add +1.1% 544 $221K
Zimmermann Investment Management & Planning LLC 0.07% No change 544 $221K
Wiser Wealth Management, Inc 0.07% New 544 $221K
Market Street Wealth Management Advisors LLC 0.04% Add +3.8% 543 $221K
Peterson Financial Group, Inc. 1.34% Add +5.0% 542 $220K
Austin Asset Management Co Inc 0.05% Reduce -14.4% 541 $220K
Regis Acquisition Inc. 0.13% Reduce -4.4% 540 $220K
Oxinas Partners, LLC 0.15% Reduce -15.5% 540 $220K
Cottage Street Advisors LLC 0.13% No change 540 $220K
Jeppson Wealth Management, LLC 0.08% Reduce -0.2% 540 $220K
GenWealth Group, Inc. 0.05% No change 539 $219K
Orgel Wealth Management, LLC 0.01% Add +12.8% 538 $219K
Strengthening Families & Communities, LLC 0.06% Reduce -3.1% 537 $218K
DiNuzzo Private Wealth, Inc. 0.03% Add +27.8% 534 $217K
Virginia Wealth Management Group, Inc. 0.20% No change 534 $217K
Sit Investment Associates Inc. 0.01% No change 533 $217K
Williams Financial, LLC 0.14% Reduce -13.8% 533 $217K
Independent Solutions Wealth Management, LLC 0.05% Reduce -12.3% 533 $217K
Partners Capital Investment Group, LLP 0.00% New 533 $217K
Cascade Wealth Advisors, Inc 0.16% No change 500 $217K
Core Wealth Advisors, Inc. 0.07% No change 531 $216K
Prepared Retirement Institute LLC 0.14% New 530 $216K
William Howard & Co Financial Advisors Inc 0.20% No change 529 $215K
FinDec Wealth Services, Inc. 0.14% Add +10.5% 528 $215K
Camelot Technology Advisors, Inc. 0.20% No change 527 $214K
Trellis Wealth Advisors LLC 0.12% No change 526 $214K
Castleview Partners, LLC 0.12% Reduce -0.6% 525 $214K
Libra Wealth LLC 0.09% New 524 $213K
Joule Financial, LLC 0.09% Add +2.4% 523 $213K
McElhenny Sheffield Capital Management, LLC 0.07% New 521 $212K
Auour Investments LLC 0.08% No change 521 $212K
Beacon Bridge Wealth Partners, LLC 0.10% Reduce -3.4% 520 $212K
Veery Capital, LLC 0.09% No change 520 $212K
Stordahl Capital Management, Inc. 0.05% Reduce -3.7% 520 $212K
TD Capital Management LLC 0.02% No change 520 $212K
Rainey & Randall Wealth Advisors Inc. 0.05% No change 518 $211K
Taylor & Morgan Wealth Management, LLC 0.15% No change 516 $210K
Tanglewood Legacy Advisors, LLC 0.10% No change 516 $210K
Valued Retirements, Inc. 0.32% No change 515 $210K
Global Wealth Strategies & Associates 0.08% Reduce -1.9% 515 $210K
Seaside Wealth Management, Inc. 0.09% Reduce -1.7% 512 $208K
Towercrest Capital Management 0.03% No change 512 $208K
Conrad Siegel Investment Advisors, Inc. 0.06% New 511 $208K
Financial Futures Ltd Liability Co. 0.13% New 510 $207K
Nixon Capital, LLC 0.09% No change 510 $207K
Saxon Interests, Inc. 0.10% Add +0.4% 508 $207K
Rodgers & Associates, LTD 0.03% Add +2.6% 508 $207K
Wallace Advisory Group, LLC 0.15% Reduce -25.9% 507 $206K
Plum Street Advisors, LLC 0.12% Reduce -14.2% 507 $206K
Prelude Capital Management, LLC 0.02% Reduce -10.6% 506 $206K
Encompass More Asset Management 0.15% New 505 $205K
Raymond James Trust Co. of NH 1.91% No change 504 $205K
Quad-Cities Investment Group, LLC 0.11% No change 503 $205K
Copperleaf Capital, LLC 0.16% Add +2.2% 502 $204K
TSA Wealth Managment LLC 0.09% New 502 $204K
Ellerson Group Inc. 0.15% Reduce -2.9% 500 $203K
RiverTree Advisors, LLC 0.14% No change 500 $203K
Fee-Only Financial Planning, L.C. 0.14% No change 500 $203K
Legal Advantage Investments, Inc. 0.12% No change 500 $203K
Davis-Rea LTD. 0.10% Reduce -15.3% 500 $203K
Raub Brock Capital Management LP 0.04% No change 500 $203K
Drexel Morgan & Co. 0.04% No change 500 $203K
Stanley-Laman Group, Ltd. 0.03% No change 500 $203K
Tran Capital Management, L.P. 0.02% New 500 $203K
NewSquare Capital LLC 0.02% New 500 $203K
Kimelman & Baird, LLC 0.02% — 500 $203K
Biondo Investment Advisors, LLC 0.03% Reduce -51.7% 496 $202K
SPC Financial, Inc. 0.02% Reduce -3.1% 496 $202K
Barry Investment Advisors, LLC 0.07% New 495 $201K
Life Planning Partners, Inc 0.18% New 494 $201K
Pingora Partners LLC 0.14% No change 494 $201K
O'Connor Financial Group LLC 0.12% Add +1.4% 493 $201K
Mid-American Wealth Advisory Group, Inc. 0.13% New 492 $200K
C M Bidwell & Associates Ltd. 0.13% No change 486 $198K
Burkett Financial Services, LLC 0.10% Reduce -4.9% 486 $198K
Farmers & Merchants Trust Co of Chambersburg PA 0.08% No change 477 $194K
Loomis Sayles & Co. L P 0.00% Add +1.9% 478 $194K
Rogco, LP 0.08% No change 476 $194K
Mb, Levis & Associates, LLC 0.10% No change 474 $193K
Perkins Coie Trust Co 0.04% No change 465 $189K
Rakuten Securities, Inc. 0.08% Reduce -23.1% 464 $189K
Dunhill Financial, LLC 0.11% Add +0.9% 435 $177K
Pacific Capital Wealth Advisors, Inc. 0.03% Add +132.1% 434 $177K
Chris Bulman Inc 0.12% — 433 $176K
Strategic Financial Concepts, LLC 0.10% Add +28416.3% 647,320 $175K
Mizuho Bank, Ltd. 0.04% New 430 $175K
University of Texas/Texas Am Investment Management Co. 0.03% Reduce -97.5% 419 $170K
PSI Advisors, LLC 0.05% Add +30.9% 415 $169K
Hoese & Co LLP 0.14% No change 400 $166K
MidAtlantic Capital Management, Inc. 0.14% No change 406 $165K
HighMark Wealth Management LLC 0.10% No change 399 $162K
Robinswood Financial LLC 0.07% Add +157.8% 397 $161K
DecisionPoint Financial, LLC 0.05% Reduce -1.6% 365 $160K
Dynamic Wealth Strategies, LLC 0.14% Add +1.0% 394 $160K
Steph & Co. 0.05% No change 389 $158K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.09% No change 388 $158K
Naples Money Management LLC 0.13% Add +8.4% 388 $157K
Cypress Capital Management LLC (WY) 0.17% No change 382 $155K
Bramshill Investments, LLC 0.02% New 377 $153K
Red Tortoise LLC 0.08% No change 376 $153K
Abich Financial Wealth Management LLC 0.10% Add +83.0% 366 $149K
Macroview Investment Management LLC 0.16% No change 362 $147K
Guardian Wealth Management, Inc. 0.11% No change 362 $147K
POM Investment Strategies, LLC 0.12% No change 359 $146K
Laffer Tengler Investments, Inc. 0.04% Add +105.8% 358 $146K
Quarry LP 0.06% Add +41.6% 347 $141K
Atlantic Edge Private Wealth Management, LLC 0.04% Add +22.5% 327 $133K
Perritt Capital Management Inc 0.07% No change 322 $131K
Ruedi Wealth Management, Inc. 0.05% Add +11.8% 321 $131K
Cultivar Capital, Inc. 0.11% New 312 $127K
Ramirez Asset Management, Inc. 0.02% No change 300 $122K
Dakota Community Bank & Trust NA 0.64% Reduce -4.0% 291 $118K
West Financial Advisors, LLC 0.02% No change 286 $116K
First Financial Corp. 0.06% Reduce -7.2% 284 $116K
Silvant Capital Management LLC 0.01% No change 283 $115K
SIMA Wealth Partners, LLC 0.11% — 274 $111K
Standard Family Office LLC 0.13% No change 256 $104K
Legacies Wealth LLC 0.09% No change 254 $103K
EntryPoint Capital, LLC 0.05% Add +338.6% 250 $102K
Richard W. Paul & Associates, LLC 0.04% Reduce -2.5% 239 $97K
Thompson Investment Management, Inc. 0.01% Reduce -17.8% 221 $90K
True Wealth Design, LLC 0.02% No change 214 $87K
Westend Capital Management, LLC 0.03% Add +8.8% 209 $85K
Richardson Capital Management LLC 0.06% Reduce -3.3% 206 $84K
Sycomore Asset Management 0.01% No change 200 $82K
A.P. Gilfoyle & Co., L.P. 3.56% No change 200 $81K
CGC Financial Services, LLC 0.04% No change 200 $81K
Eukles Asset Management 0.03% Add +14.1% 194 $79K
Emfo, LLC 0.07% No change 193 $79K
Silicon Valley Community Foundation 0.00% Reduce -71.4% 193 $79K
Valued Wealth Advisors LLC 0.05% Add +16.4% 192 $78K
Christopher J. Hasenberg, Inc 0.04% No change 192 $78K
Luken Investment Analytics, LLC 0.04% Add +84.0% 184 $75K
Gables Capital Management Inc. 0.04% No change 175 $71K
Penserra Capital Management LLC 0.00% Add +1.9% 162 $66K
Custom Portfolio Group LLC 0.05% No change 160 $65K
Anfield Capital Management, LLC 0.03% Add +106.8% 151 $61K
Tributary Capital Management, LLC 0.01% No change 149 $61K
Cypress Capital, LLC 0.02% New 147 $60K
Chesapeake Asset Management LLC 0.06% No change 145 $59K
TruNorth Capital Management, LLC 0.02% No change 145 $59K
REAP Financial Group, LLC 0.01% No change 137 $56K
Gen-Wealth Partners Inc 0.03% No change 127 $52K
Boyd Watterson Asset Management LLC 0.01% No change 125 $51K
Vermillion & White Wealth Management Group, LLC 0.04% No change 124 $50K
Stone House Investment Management, LLC 0.01% Add +8.8% 123 $50K
Lowe Wealth Advisors, LLC 0.02% No change 120 $49K
MilWealth Group LLC 0.02% No change 118 $48K
Newton One Investments LLC 0.02% No change 117 $48K
Accordant Advisory Group Inc 0.05% No change 115 $47K
MeadowBrook Investment Advisors LLC 0.04% No change 111 $45K
Pineridge Advisors LLC 0.02% Reduce -17.3% 110 $45K
Northwest Bank & Trust Co 0.04% No change 106 $43K
Kepos Capital LP 0.02% Reduce -1.9% 101 $41K
William B. Walkup & Associates, Inc. 0.03% — 100 $41K
NCP Inc. 0.03% Reduce -26.5% 100 $41K
Capco Asset Management, LLC 0.01% No change 100 $41K
Bray Capital Advisors 0.01% No change 97 $39K
Horizon Financial Services, LLC 0.02% No change 96 $39K
Stuart Chaussee & Associates, Inc. 0.01% No change 87 $35K
Broadwater Capital Management LLC 0.02% No change 77 $31K
Essex Investment Management Co. LLC 0.01% No change 76 $31K
VitalStone Financial, LLC 0.02% Add +6.6% 65 $26K
Wolff Wiese Magana LLC 0.02% Add +31.8% 58 $24K
Wiser Advisor Group LLC 0.04% Add +314.3% 58 $24K
Wetzel Investment Advisors, Inc. 0.01% No change 53 $22K
Hudson Edge Investment Partners Inc. 0.00% New 50 $20K
Altshuler Shaham Ltd 0.00% Reduce -16.7% 50 $20K
Caitlin John, LLC 0.01% Add +48.1% 40 $16K
Ravenstone Capital Management Inc. 0.01% No change 38 $15K
PayPay Securities Corp 1.02% Reduce -6.3% 30 $12K
Solstein Capital, LLC 0.01% No change 30 $12K
ClariVest Asset Management LLC 0.00% Reduce -37.2% 27 $11K
Birch Capital Management, LLC 0.01% No change 25 $10K
New Age Alpha Advisors, LLC 0.01% New 23 $9K
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
WestEnd Advisors, LLC 0.00% Add +42.9% 10 $4K
Thomas J. Herzfeld Advisors, Inc. 0.00% New 6 $2K
DRH Investments, Inc. 0.00% No change 3 $1K
Bay Harbor Wealth Management, LLC 0.00% No change 3 $1K
McClarren Financial Advisors, Inc. 0.01% Add +115.6% 4,068 $769
Coppell Advisory Solutions LLC 0.00% — 2,167 $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.