Berkshire Hathaway Inc. Class BBRK.B

13F holders, Q3 2024 (September 30)
4,102holders +74
135new positions
80sold out
22famous investors
$458.91avg. 13F price*

At the end of Q3 2024, 4,102 institutions reported holding Berkshire Hathaway Inc. Class B (BRK.B) in their 13F filings, up 74 from Q2 2024. 135 opened new positions and 80 sold out. The largest holders were Vanguard Group Inc. ($67.4B), BlackRock, Inc. ($50.6B) and State Street Corp. ($32.4B). 22 famous investors held it, including Guy Spier (22.7% of Aquamarine Capital (Aquamarine Zurich)'s portfolio), Bill Gates / Michael Larson (22.6% of Gates Foundation Trust's portfolio) and Chris Bloomstran (18.5% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions135$352.3M
Exits80$1.6B

All 13F filers, Q2 2024 → Q3 2024: 29,823,267 shares bought and 27,843,443 shares sold, net +1,979,824 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4,102 holders

Vanguard Group Inc. 1.21% Add +1.6% 146,443,365 $67.4B
BlackRock, Inc. 1.07% — 109,850,146 $50.6B
State Street Corp. 1.32% Add +1.7% 70,501,714 $32.4B
Geode Capital Management, LLC 1.37% Add +2.5% 36,733,692 $16.9B
Morgan Stanley 0.89% Add +6.3% 26,551,019 $12.2B
Gates Foundation Trust 22.60% Reduce -10.1% 22,137,613 $10.2B
Northern Trust Corp. 1.15% Reduce -2.3% 15,323,044 $7.1B
JPMorgan Chase & Co. 0.52% Add +32.1% 14,024,799 $6.5B
Bank of New York Mellon Corp 1.08% Reduce -1.4% 12,605,194 $5.8B
T. Rowe Price Associates Inc. 0.58% Reduce -0.1% 10,979,508 $5.1B
Charles Schwab Investment Management Inc. 0.93% Add +1.5% 10,595,616 $4.9B
FMR LLC 0.29% Add +8.9% 10,453,942 $4.8B
Bank of America Corp. 0.40% Reduce -2.0% 9,889,807 $4.6B
Royal Bank of Canada 0.98% Reduce -3.9% 9,526,174 $4.4B
Goldman Sachs Group Inc. 0.69% Reduce -0.1% 7,815,840 $3.6B
Norges Bank 0.50% Reduce -27.4% 7,750,490 $3.6B
Barclays PLC 1.57% Add +11.9% 7,708,248 $3.5B
Dimensional Fund Advisors LP 0.84% Reduce -2.4% 7,541,528 $3.5B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.73% Reduce -0.6% 6,183,440 $2.8B
Legal & General Group Plc 0.75% Reduce -2.8% 6,177,750 $2.8B
Nuveen Asset Management, LLC 0.77% Reduce -1.8% 5,977,894 $2.8B
UBS Group AG 0.73% Add +2.5% 5,623,279 $2.6B
Invesco Ltd. 0.47% Add +21.2% 5,273,802 $2.4B
Wells Fargo & Company 0.56% Add +0.9% 5,033,174 $2.3B
Amundi 0.84% Add +24.3% 5,003,239 $2.3B
California Public Employees Retirement System 1.58% Add +0.7% 4,917,958 $2.3B
Flossbach Von Storch SE 8.12% Reduce -13.3% 4,489,749 $2.1B
Swiss National Bank 1.18% Add +1.3% 3,931,105 $1.8B
HSBC Holdings PLC 1.11% Add +6.2% 3,857,877 $1.8B
H&H International Investment 10.52% Reduce -3.0% 3,782,100 $1.7B
Bank of Montreal 0.75% Add +13.8% 3,516,582 $1.6B
Alliancebernstein L.P. 0.53% Reduce -8.2% 3,432,759 $1.6B
Sumitomo Mitsui Trust Group, Inc. 1.03% Add +2.5% 3,236,931 $1.5B
Rhumbline Advisers 1.28% Reduce -1.9% 3,072,303 $1.4B
Neuberger Berman Group LLC 1.06% Add +1.1% 2,943,787 $1.4B
Deutsche Bank AG 0.55% Reduce -5.0% 2,923,261 $1.3B
Assenagon Asset Management S.A. 2.75% Add +9.9% 2,899,795 $1.3B
Creative Planning 1.23% Add +0.7% 2,709,007 $1.2B
Artisan Partners Limited Partnership 1.85% Reduce -4.5% 2,686,880 $1.2B
Principal Financial Group Inc. 0.63% Add +16.5% 2,495,838 $1.1B
LPL Financial LLC 0.51% Add +9.2% 2,494,000 $1.1B
Raymond James & Associates 0.69% Reduce -0.1% 2,460,385 $1.1B
Capital Research Global Investors 0.23% Add +15.8% 2,372,705 $1.1B
Baird Financial Group, Inc. 2.11% Add +1.2% 2,358,134 $1.1B
Manufacturers Life Insurance Company, The 0.96% Add +17.6% 2,357,659 $1.1B
Mitsubishi UFJ Asset Management Co., Ltd. 1.14% Add +10.0% 2,315,341 $1.1B
National Pension Service 1.02% Add +15.9% 2,296,732 $1.1B
New York State Common Retirement Fund 1.39% Reduce -6.4% 2,238,028 $1.0B
HighTower Advisors, LLC 1.47% Add +0.4% 2,166,738 $997.7M
California State Teachers Retirement System 1.16% Reduce -0.0% 2,165,252 $996.6M
BNP Paribas Financial Markets 0.96% Add +39.6% 2,133,210 $981.8M
Corient Private Wealth LP 1.41% Reduce -3.8% 1,947,117 $896.2M
First Manhattan Co. Llc. 2.66% Reduce -1.9% 1,945,683 $895.5M
Tetrad Corp. 90.17% Add +92.3% 1,923,123 $885.1M
Prudential Financial Inc. 1.18% Reduce -1.3% 1,819,013 $837.2M
Swedbank AB 1.07% Reduce -5.7% 1,818,532 $837.0M
Adage Capital Partners Gp, L.L.C. 1.42% Reduce -2.9% 1,743,373 $802.4M
State Board of Administration of Florida Retirement System 1.52% Reduce -1.4% 1,732,588 $797.4M
Rothschild & Co Wealth Management UK Ltd 12.62% Reduce -12.8% 1,726,429 $794.6M
Ameriprise Financial Inc. 0.20% Reduce -4.2% 1,700,984 $782.9M
New York State Teachers Retirement System 1.60% Reduce -2.8% 1,687,944 $776.9M
Caisse de depot et placement du Quebec 1.48% Add +37.2% 1,616,522 $744.0M
Commonwealth Equity Services, LLC 1.10% Reduce -6.7% 1,578,262 $726.4M
Markel Group 6.35% No change 1,531,971 $705.1M
Brown Brothers Harriman & Co. 4.70% Reduce -7.0% 1,501,838 $691.2M
Citigroup Inc. 0.62% Reduce -11.7% 1,456,840 $670.5M
Chevy Chase Trust Holdings, LLC 2.03% Reduce -0.2% 1,441,796 $663.6M
CANADA LIFE ASSURANCE Co 1.11% Add +4.1% 1,385,792 $638.7M
Raymond James Financial Services Advisors, Inc. 0.83% Reduce -0.6% 1,355,588 $623.9M
Gardner Russo & Quinn 6.34% Reduce -3.4% 1,342,904 $618.1M
London Co. of Virginia 3.21% Reduce -5.6% 1,325,809 $610.2M
Wellington Management Group LLP 0.10% Reduce -12.4% 1,254,014 $577.2M
Brown Advisory Inc. 0.72% Reduce -1.0% 1,241,102 $571.2M
Envestnet Asset Management Inc. 0.18% Reduce -1.3% 1,225,426 $564.0M
FIL Ltd 0.48% Add +7.3% 1,146,190 $527.5M
Acadian Asset Management LLC 1.60% Add +105.9% 1,116,778 $514.0M
Check Capital Management Inc. 36.52% Reduce -9.1% 1,114,468 $512.9M
National Bank of Canada 0.68% Add +8.3% 1,107,524 $509.7M
Franklin Resources Inc. 0.14% Add +1.3% 1,101,220 $506.5M
Ensign Peak Advisors, Inc 0.88% Reduce -1.9% 1,081,546 $497.8M
PNC Financial Services Group, Inc. 0.31% Reduce -0.3% 1,062,144 $488.9M
Korea Investment CORP 1.15% Add +3.9% 1,054,612 $485.4M
Canada Pension Plan Investment Board 0.46% Reduce -30.6% 1,053,239 $484.8M
Stifel Financial Corp. 0.51% Add +4.7% 1,053,157 $484.7M
Mariner, LLC 0.84% Add +3.2% 1,031,589 $474.7M
Wealth Enhancement Advisory Services, LLC 0.97% Add +8.9% 978,657 $450.4M
Rathbones Group PLC 2.21% Add +2.8% 952,377 $438.3M
Royal London Asset Management Ltd. 1.08% Add +3.1% 950,484 $437.5M
Mesirow Financial Investment Management, Inc. 8.39% Add +1.0% 941,726 $433.4M
Danske Bank A/S 1.44% Add +16.4% 937,955 $431.7M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.68% Add +36.3% 904,149 $416.1M
Himalaya Capital Management 16.71% No change 897,749 $413.2M
Douglass Winthrop Advisors, LLC 7.72% Reduce -1.1% 879,974 $405.0M
Schroder Investment Management Group 0.41% Add +4.2% 862,382 $394.5M
Toronto Dominion Bank 0.70% Reduce -9.4% 856,068 $394.0M
Osaic Holdings, Inc. 0.87% Reduce -2.0% 834,877 $384.3M
TD Asset Management Inc 0.34% Add +6.2% 832,902 $381.0M
Treasurer of the State of North Carolina 1.51% Reduce -1.5% 821,845 $378.3M
AQR Capital Management 0.50% Add +1.3% 786,255 $361.9M
Mackenzie Financial Corp. 0.50% Add +0.8% 782,118 $360.0M
Cibc World Market Inc. 0.81% Reduce -17.4% 776,387 $357.3M
State of Wisconsin Investment Board 0.90% Add +3.8% 772,736 $355.7M
Bessemer Group Inc. 0.58% Add +0.8% 765,785 $352.5M
Voya Investment Management LLC 0.42% Reduce -22.2% 762,463 $350.9M
Retirement Systems of Alabama 1.29% Reduce -4.0% 751,846 $346.0M
Davis Selected Advisers 1.93% Reduce -7.8% 746,965 $343.8M
Aviva PLC 0.90% Add +3.5% 746,471 $343.6M
Truist Financial Corp. 0.53% Reduce -0.8% 734,357 $338.0M
US Bancorp \de 0.43% Reduce -1.3% 732,491 $337.1M
Fiduciary Management Inc. 2.94% Reduce -3.0% 728,355 $335.2M
Clearbridge Investments, LLC 0.26% Reduce -4.3% 720,489 $331.6M
Captrust Financial Advisors 0.98% Add +1.4% 718,545 $330.7M
Russell Investments Group, Ltd. 0.48% Add +18.5% 715,660 $329.1M
Natixis Advisors, LLC 0.64% Reduce -1.4% 707,616 $325.7M
Pictet Asset Management Holding SA 0.35% Add +12.9% 698,409 $321.4M
Everett Harris & Co. 3.94% Add +0.1% 688,846 $317.0M
Qube Research & Technologies Ltd 0.58% Reduce -28.7% 687,761 $316.5M
Mitsubishi UFJ Trust & Banking Corp 0.72% Add +0.3% 682,346 $314.1M
State of Tennessee, Department of Treasury 1.10% Reduce -3.5% 678,628 $312.3M
Cambridge Investment Research Advisors, Inc. 1.06% Add +4.0% 678,477 $312.3M
Fayez Sarofim & Co 0.78% Add +20.3% 666,498 $306.8M
Nordea Investment Management AB 0.34% Reduce -2.2% 656,469 $300.6M
Cetera Investment Advisers 0.64% Add +4.3% 638,496 $293.9M
Rafferty Asset Management, LLC 0.98% Reduce -2.5% 621,065 $285.9M
Cerity Partners LLC 0.63% Add +16.9% 620,969 $285.8M
DekaBank Deutsche Girozentrale 0.51% Reduce -1.4% 607,262 $277.2M
Quilter Plc 5.51% Add +51.3% 586,658 $270.0M
Yacktman Asset Management 2.75% Reduce -15.0% 583,195 $268.4M
STRS Ohio 1.03% Reduce -1.3% 582,955 $268.3M
SWF LLC 88.47% No change 575,987 $265.1M
D. E. Shaw & Co. 0.37% Add +113.8% 571,620 $263.1M
Menora Mivtachim Holdings LTD. 1.65% Add +0.6% 569,761 $262.2M
American Century Companies Inc. 0.15% Reduce -0.0% 567,842 $261.4M
Fort Washington Investment Advisors Inc. 1.57% Reduce -16.8% 560,127 $257.8M
Barr E S & Co. 15.60% Reduce -0.7% 543,251 $250.0M
Northwestern Mutual Wealth Management Co. 0.22% Add +3.2% 541,485 $249.2M
Scotia Capital Inc. 1.33% Add +0.4% 538,926 $248.1M
DAVENPORT & Co LLC 1.41% Reduce -0.3% 523,128 $240.5M
Asset Management One Co., Ltd. 0.85% Add +3.5% 520,200 $239.4M
Philip James Wealth Mangement, LLC 30.22% Add +55856.8% 518,160 $238.5M
Kestra Advisory Services, LLC 1.32% Reduce -1.8% 518,084 $238.5M
Fifth Third Bancorp 0.83% Add +4.0% 500,200 $230.2M
Janney Montgomery Scott LLC 0.64% Reduce -1.8% 498,955 $229.6M
Focus Partners Wealth 0.73% Reduce -18.6% 501,436 $227.9M
Giverny Capital 8.56% Add +1.0% 489,311 $225.2M
State of New Jersey Common Pension Fund D 0.92% Add +0.6% 487,315 $224.3M
Graham Holdings Co 26.93% No change 482,945 $222.3M
Hudson Bay Capital Management LP 1.77% Add +166.7% 480,000 $220.9M
Empower Advisory Group, LLC 0.75% Add +1.7% 478,827 $220.4M
Public Sector Pension Investment Board 1.19% Add +40.5% 477,639 $219.8M
Scharf Investments, LLC 6.05% Reduce -5.4% 477,283 $219.7M
MetLife Investment Management, LLC 1.26% Reduce -1.4% 476,304 $219.2M
Ossiam 4.21% Reduce -18.2% 473,563 $218.0M
ACR Alpine Capital Research, LLC 6.35% Reduce -20.7% 467,186 $215.0M
Handelsbanken Fonder AB 0.84% Add +2.1% 464,057 $213.6M
Victory Capital Management Inc. 0.20% Reduce -4.5% 450,819 $207.5M
Pinebridge Investments, L.P. 1.55% Add +7.9% 449,387 $206.8M
CIBC Private Wealth Group LLC 0.37% Add +20.1% 444,544 $204.6M
Corebridge Financial, Inc. 1.08% Reduce -1.7% 441,172 $203.1M
Ruane, Cunniff & Goldfarb L.P. 3.13% Reduce -1.1% 434,304 $199.9M
Bank of Nova Scotia 0.40% Reduce -13.0% 433,544 $199.5M
Cibc World Markets Corp. 1.43% Add +1.2% 428,303 $197.1M
Millennium Management 0.17% Reduce -35.2% 420,345 $193.5M
Gateway Investment Advisers LLC 2.12% Reduce -6.7% 418,206 $192.5M
Resona Asset Management Co.,Ltd. 1.12% Reduce -0.2% 418,499 $192.5M
Nomura Asset Management Co. Ltd. 0.59% Add +6.5% 412,933 $190.1M
Bartlett & Co. Wealth Management LLC 2.71% Reduce -2.1% 410,119 $188.8M
Bridges Investment Management Inc. 2.63% Add +1.7% 408,832 $188.2M
Blair William & Co. 0.55% Add +0.4% 407,857 $187.7M
Allianz Asset Management GmbH 0.29% Reduce -12.3% 405,709 $186.7M
Credit Agricole S A 0.97% Add +79.9% 404,086 $186.0M
Sather Financial Group Inc 11.90% Reduce -0.4% 401,572 $184.8M
NorthCoast Asset Management LLC 1.30% Reduce -17.1% 432,129 $184.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.16% Add +0.3% 398,762 $183.5M
Teacher Retirement System of Texas 0.87% Add +17.9% 396,342 $182.4M
Amalgamated Bank 1.50% Add +7.8% 394,880 $181.7M
Rockefeller Capital Management L.P. 0.49% Reduce -9.8% 394,013 $181.3M
Federation des caisses Desjardins du Quebec 0.90% Add +2.0% 393,562 $181.1M
Robeco Institutional Asset Management B.V. 0.36% Add +15.0% 390,161 $179.6M
Allspring Global Investments Holdings, LLC 0.28% Reduce -6.5% 389,079 $179.1M
Arrowstreet Capital, Limited Partnership 0.15% Add +75.4% 388,203 $178.7M
Pathstone Holdings, LLC 0.80% Reduce -0.8% 386,032 $177.7M
Arizona State Retirement System 1.10% Reduce -0.1% 379,737 $174.8M
Czech National Bank 1.73% Add +8.2% 373,154 $171.7M
Vaughan Nelson Investment Management, L.P. 1.52% Reduce -23.6% 371,671 $171.1M
Cannell & Spears LLC 3.34% Reduce -1.2% 368,820 $169.8M
ProShare Advisors LLC 0.41% Reduce -4.0% 362,511 $166.8M
Forsta Ap-Fonden 1.28% Add +13.9% 361,100 $166.2M
Comerica Bank 0.65% Reduce -2.6% 357,551 $164.6M
Panagora Asset Management Inc. 0.79% Add +133.7% 357,111 $164.4M
Morningstar Investment Services LLC 1.66% Reduce -2.2% 355,504 $162.6M
Maj Invest Holding A/S 4.31% Reduce -1.6% 352,685 $162.3M
Bristol John W & Co. Inc. 2.59% Reduce -0.2% 352,523 $162.3M
State of Michigan Retirement System 0.80% Add +1.1% 351,829 $161.9M
Armstrong Henry H Associates Inc. 15.37% Reduce -0.8% 348,661 $160.5M
Paralel Advisors LLC 6.94% No change 345,000 $158.8M
McDonald Capital Investors Inc. 9.74% Reduce -3.3% 344,736 $158.7M
Los Angeles Capital Management LLC 0.64% Reduce -31.3% 344,377 $158.5M
Aberdeen Group plc 0.29% Add +18.6% 345,822 $158.1M
Epoch Investment Partners, Inc. 0.70% Reduce -2.7% 340,835 $156.9M
Timucuan Asset Management Inc. 4.73% Reduce -0.4% 338,817 $155.9M
WS Management LLLP 13.62% Add +166.5% 332,905 $153.2M
Sei Investments Co. 0.20% Add +11.3% 332,778 $153.2M
Bronte Capital Management Pty Ltd. 12.39% Reduce -2.9% 331,254 $152.5M
Schwerin Boyle Capital Management Inc. 15.88% Reduce -5.2% 329,424 $151.6M
Cresset Asset Management, LLC 0.59% Reduce -1.4% 328,996 $151.4M
Saratoga Research & Investment Management 6.58% Reduce -4.0% 326,548 $150.3M
Weitz Investment Management, Inc. 7.33% No change 323,200 $148.8M
Wallace Capital Management Inc. 19.69% Reduce -0.7% 315,893 $145.4M
Southeast Asset Advisors, LLC 16.04% Reduce -1.9% 315,136 $145.0M
Private Advisor Group, LLC 0.90% Reduce -0.8% 314,579 $144.8M
Findlay Park Partners LLP 1.36% Add +129.2% 313,136 $144.1M
Susquehanna International Group, LLP 0.25% Reduce -61.3% 312,050 $143.6M
United American Securities Inc. (d/b/a UAS Asset Management) 34.78% Reduce -0.3% 311,115 $143.2M
Beacon Pointe Advisors, LLC 1.63% Reduce -3.6% 306,891 $141.2M
DNB Asset Management AS 0.63% Add +4.7% 302,505 $139.2M
Lee Danner & Bass Inc. 9.79% Reduce -0.6% 301,926 $139.0M
Squarepoint Ops LLC 0.46% Reduce -15.6% 300,008 $138.1M
M&T Bank Corp 0.45% Reduce -0.3% 298,860 $137.6M
Van Lanschot Kempen Investment Management N.V. 1.40% Add +2.7% 298,814 $137.5M
Shayne & Jacobs, LLC 33.70% No change 291,934 $134.4M
Stonegate Investment Group, LLC 3.54% Add +1.4% 291,548 $134.2M
Tredje AP-fonden 1.20% Add +3.7% 287,531 $132.3M
Zurich Insurance Group Ltd 1.12% Add +7.6% 287,150 $132.2M
TD Waterhouse Canada Inc. 1.07% Add +3.3% 288,923 $132.0M
Macquarie Group Ltd. 0.14% Add +91.2% 283,986 $130.7M
Great Lakes Advisors, LLC 1.09% Reduce -4.0% 283,958 $130.7M
Evercore Wealth Management, LLC 1.96% Reduce -1.6% 283,316 $130.4M
Bradley Foster & Sargent Inc. 2.15% Add +0.9% 279,551 $128.7M
Meeder Asset Management Inc. 8.55% Reduce -9.6% 277,985 $127.9M
Williams Jones Wealth Management, LLC. 1.48% Add +0.3% 275,036 $126.6M
Tiaa Trust, National Association 0.37% Add +0.0% 270,845 $124.7M
Barrow Hanley Mewhinney & Strauss LLC 0.41% Reduce -4.0% 270,590 $124.5M
D.A. Davidson & Co. 1.03% Add +0.7% 270,334 $124.4M
State of Alaska, Department of Revenue 1.32% Reduce -11.3% 269,069 $123.8M
Nisa Investment Advisors, LLC 0.73% Reduce -2.9% 266,833 $122.8M
MML Investors Services, LLC 0.44% Add +9.1% 265,095 $122.0M
CIBC Asset Management Inc 0.40% Add +9.1% 264,918 $121.9M
Calamos Advisors LLC 0.84% Reduce -2.4% 264,545 $121.8M
KBC Group NV 0.37% Add +145.8% 262,566 $120.8M
Huntington National Bank 1.16% Add +3.4% 262,234 $120.7M
Nicholas Hoffman & Company, LLC. 5.05% Add +3.8% 260,218 $119.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.36% Add +4.3% 259,704 $119.5M
IFM Investors Pty Ltd 1.15% Reduce -0.1% 259,533 $119.5M
Cwm, LLC 0.51% Add +0.0% 258,336 $118.9M
Lanham O'Dell & Company, Inc. 66.58% Add +9.5% 257,779 $118.6M
Thrivent Financial for Lutherans 0.22% Add +11.1% 256,250 $117.9M
Davis R M Inc. 2.27% Reduce -0.2% 255,177 $117.4M
Crestwood Advisors Group, LLC 2.24% Add +3.8% 255,026 $117.4M
Factory Mutual Insurance Co. 1.21% Reduce -0.6% 254,500 $117.1M
Rwwm, Inc. 10.73% Reduce -0.8% 252,235 $116.1M
Yousif Capital Management, LLC 1.26% Reduce -0.6% 252,141 $116.1M
QRG Capital Management, Inc. 1.24% Reduce -12.2% 248,408 $114.3M
Madison Asset Management, LLC 1.28% Reduce -2.2% 247,572 $113.9M
Sequoia Financial Advisors, LLC 1.22% Add +10.6% 246,200 $113.3M
HM Payson & Co. 1.93% Reduce -10.5% 244,090 $112.3M
Utah Retirement Systems 1.27% Add +0.5% 243,884 $112.3M
Cheviot Value Management, LLC 21.11% Reduce -3.0% 243,193 $111.9M
Obermeyer Wealth Partners 5.97% Reduce -1.9% 242,233 $111.5M
New York Life Investment Management LLC 1.08% Reduce -1.9% 242,174 $111.5M
NewEdge Advisors, LLC 0.72% Add +20.1% 242,084 $111.4M
Semper Augustus Investments 18.50% Add +0.3% 237,820 $109.5M
TCTC Holdings, LLC 3.70% Reduce -1.0% 237,556 $109.3M
Shapiro Capital Management LLC 3.40% Reduce -9.5% 236,374 $108.8M
Xponance LLC 1.04% Add +2.6% 233,330 $107.4M
Glenmede Trust Co. NA 0.51% Add +0.7% 232,868 $107.2M
Northstar Group, Inc. 19.49% Reduce -0.5% 232,619 $107.1M
JARISLOWSKY, FRASER Ltd 0.60% Reduce -1.0% 231,686 $106.6M
Border to Coast Pensions Partnership Ltd 2.17% Add +4.5% 231,345 $106.2M
Birch Hill Investment Advisors LLC 4.98% Reduce -0.6% 230,466 $106.1M
Dixon Mitchell Investment Counsel Inc. 4.82% Reduce -9.6% 230,355 $106.0M
Keybank National Association 0.41% Add +5.8% 230,158 $105.9M
Clear Street LLC 2.47% No change 230,000 $105.9M
Tocqueville Asset Management L.P. 1.65% Reduce -0.5% 228,850 $105.3M
Pangea Capital Gestao de Recursos Ltda. 81.45% No change 228,378 $105.1M
Mutual of America Capital Management LLC 1.10% Reduce -0.7% 226,791 $104.4M
United Capital Financial Advisors, LLC 0.86% Reduce -1.2% 226,574 $104.3M
Commerce Bank 0.64% Reduce -0.3% 225,951 $104.0M
Renaissance Technologies 0.15% Add +17042.9% 222,515 $102.4M
Hendershot Investments Inc. 13.83% Reduce -7.4% 221,248 $101.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.61% Reduce -12.0% 220,983 $101.7M
Metropolis Capital Ltd 3.45% Reduce -62.3% 216,675 $99.7M
Klingenstein Fields & Co. LP 3.94% Reduce -0.1% 215,230 $99.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.88% Add +18.1% 216,314 $99.0M
Mutual Advisors, LLC 2.86% Add +3.3% 213,447 $97.7M
Smead Capital Management, Inc. 1.39% Add +3.5% 211,972 $97.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.98% — 209,159 $96.3M
Pacifica Capital Investments, LLC 32.81% Reduce -2.7% 207,790 $95.6M
O'shaughnessy Asset Management, LLC 0.85% Add +13.1% 207,857 $95.6M
AE Wealth Management LLC 0.87% Add +3.9% 207,456 $95.5M
Worldquant Millennium Advisors LLC 0.69% Add +85.9% 205,977 $94.8M
Whittier Trust Co. 1.27% Add +1.8% 205,500 $94.6M
King Luther Capital Management Corp. 0.41% Add +0.6% 203,703 $93.8M
Staley Capital Advisers Inc. 4.18% Reduce -1.3% 202,995 $93.4M
Davis Asset Management, L.P. 3.68% No change 200,000 $92.1M
Oppenheimer Asset Management Inc. 1.11% Reduce -10.3% 199,800 $92.0M
Quantinno Capital Management LP 1.19% Add +24.5% 199,272 $91.7M
Oppenheimer & Co. Inc. 1.38% Reduce -3.0% 196,745 $90.6M
Howland Capital Management LLC 3.87% Add +3.7% 194,059 $89.3M
Ingalls & Snyder LLC 3.48% Reduce -1.8% 192,625 $88.7M
JRM Investment Counsel, LLC 32.14% Reduce -13.6% 190,520 $87.7M
SP Asset Management LLC 7.23% Add +122.9% 189,097 $87.0M
Fairview Capital Investment Management, LLC 4.64% Reduce -2.0% 186,489 $85.8M
Daiwa Securities Group Inc. 0.40% Add +13.6% 185,297 $85.3M
Steward Partners Investment Advisory, LLC 0.78% Add +17.5% 184,389 $84.9M
Public Employees Retirement Association of Colorado 0.33% Add +0.3% 182,184 $83.9M
Janus Henderson Group PLC 0.04% Add +4.0% 181,717 $83.6M
Intelligent Financial Strategies 45.97% Add +2.4% 181,378 $83.5M
Financial Counselors Inc. 1.22% Reduce -2.7% 179,539 $82.6M
Alpha Cubed Investments, LLC 3.68% Add +3.0% 179,457 $82.6M
Performance Wealth Partners, LLC 2.84% Add +5.6% 179,116 $82.4M
Clifford Swan Investment Counsel LLC 2.92% Reduce -3.9% 178,854 $82.3M
Smith Chas P & Associates Pa Cpas 4.61% Reduce -3.4% 177,508 $81.7M
Salem Investment Counselors Inc. 2.45% Reduce -0.2% 177,151 $81.5M
Archon Partners LLC 9.41% No change 176,800 $81.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.20% Add +3.0% 176,683 $81.3M
MAI Capital Management 0.77% Reduce -7.0% 175,607 $80.8M
Lido Advisors, LLC 0.61% Add +1.2% 175,397 $80.7M
Kestra Private Wealth Services, LLC 1.47% Add +3.1% 174,542 $80.3M
Jones Financial Companies LLLP 0.08% Add +46.9% 172,464 $79.1M
Private Management Group Inc. 2.74% Reduce -1.6% 169,476 $78.0M
AMF Tjanstepension AB 0.56% No change 169,346 $77.9M
Miller Investment Management, LP 8.10% Add +0.0% 168,979 $77.8M
Mraz, Amerine & Associates, Inc. 14.03% Reduce -2.3% 168,510 $77.6M
Canoe Financial LP 1.86% Reduce -3.9% 169,344 $77.5M
Iron Gate Global Advisors LLC 10.81% Add +2.7% 168,068 $77.4M
Jacobi Capital Management LLC 5.83% Add +1.5% 167,492 $77.1M
Chicago Partners Investment Group LLC 2.74% Reduce -1.0% 166,634 $76.8M
S&co Inc. 4.98% Add +1.1% 165,685 $76.3M
Carnegie Investment Counsel 2.25% Reduce -0.1% 165,663 $76.2M
Cullen/Frost Bankers, Inc. 1.04% Reduce -0.2% 165,197 $76.0M
Cohen Klingenstein LLC 2.64% No change 164,439 $75.7M
AEGON ASSET MANAGEMENT UK Plc 1.03% Reduce -6.6% 164,108 $75.5M
Avantax Advisory Services, Inc. 0.49% Reduce -3.0% 163,680 $75.3M
Westwood Holdings Group Inc. 0.58% Reduce -7.5% 162,894 $75.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.81% Add +5.4% 162,858 $75.0M
River Road Asset Management, LLC 0.98% Reduce -9.9% 162,628 $74.9M
Edgemoor Investment Advisors, Inc. 6.54% Reduce -2.2% 162,026 $74.6M
Peapack Gladstone Financial Corp. 1.07% Reduce -2.5% 160,676 $74.0M
Waverly Advisors, LLC 1.36% Reduce -1.7% 160,580 $73.9M
Manitou Investment Management Ltd. 14.03% Reduce -19.4% 160,233 $73.7M
Nissay Asset Management Corp. /Japan 0.47% Add +2.9% 159,565 $73.4M
Allen Investment Management, LLC 0.87% Add +0.9% 159,328 $73.3M
Badgley Phelps Wealth Managers, LLC 1.70% Add +3.3% 158,604 $73.0M
Vanguard Personalized Indexing Management, LLC 1.17% Add +12.7% 158,151 $72.8M
UMB Bank, n.a. 1.13% Reduce -1.5% 157,190 $72.3M
Cooke & Bieler LP 0.66% Reduce -23.9% 157,104 $72.3M
Oregon Public Employees Retirement Fund 1.35% Add +0.8% 156,780 $72.2M
Wealthfront Advisers LLC 0.22% Add +6.3% 155,742 $71.7M
DDD Partners, LLC 7.78% Add +0.8% 155,620 $71.6M
Roundview Capital LLC 5.18% Reduce -5.1% 155,253 $71.5M
Atria Wealth Solutions, Inc. 0.78% Add +0.5% 155,086 $71.4M
Advisors Capital Management, LLC 1.16% Add +2.0% 154,968 $71.3M
Confluence Investment Management LLC 0.95% Reduce -2.8% 154,742 $71.2M
First Trust Advisors LP 0.07% Add +3.7% 154,392 $71.1M
Storebrand Asset Management As 0.22% Add +3.3% 152,978 $70.4M
St. James Investment Company, LLC 11.85% Reduce -2.9% 152,430 $70.2M
Equitable Holdings, Inc. 0.68% Add +8.8% 151,914 $69.9M
Ieq Capital, LLC 0.86% Add +9.7% 151,816 $69.9M
Ardent Capital Management, Inc. 31.63% Reduce -2.5% 151,220 $69.6M
Segment Wealth Management, LLC 4.74% Add +2.6% 150,006 $69.0M
Parthenon LLC 8.20% Reduce -1.0% 149,172 $68.7M
Guyasuta Investment Advisors Inc. 4.23% Add +0.9% 148,955 $68.6M
Pacer Advisors, Inc. 0.15% Reduce -2.7% 148,933 $68.5M
Parallax Volatility Advisers, L.P. 2.06% Reduce -21.3% 148,562 $68.4M
Summitry LLC 3.26% Add +0.4% 147,823 $68.0M
Wittenberg Investment Management, Inc. 21.70% Reduce -7.9% 145,475 $67.0M
University of Notre Dame Du Lac 100.00% Reduce -18.3% 145,181 $66.8M
Moneta Group Investment Advisors LLC 0.97% Add +5.4% 145,069 $66.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.15% Reduce -21.0% 145,041 $66.8M
Baxter Bros Inc. 8.67% Reduce -3.5% 144,812 $66.7M
CENTRAL TRUST Co 1.55% Reduce -1.6% 144,062 $66.3M
Founders Capital Management, LLC 11.48% Reduce -0.7% 142,394 $65.5M
Vontobel Holding Ltd. 0.21% Reduce -2.6% 142,239 $65.5M
Tweedy, Browne Co LLC 3.09% Reduce -6.0% 140,855 $64.8M
Greenleaf Trust 0.58% Add +2.1% 140,738 $64.8M
Aquamarine Capital (Aquamarine Zurich) 22.66% No change 140,600 $64.7M
Segall Bryant & Hamill, LLC 0.88% Add +364.3% 140,176 $64.5M
Northeast Investment Management 2.88% Reduce -0.5% 139,843 $64.4M
Lountzis Asset Management, LLC 26.64% Reduce -0.2% 139,231 $64.1M
Citadel Advisors 0.07% Reduce -63.9% 138,681 $63.8M
Teachers Retirement System of the State of Kentucky 0.56% Reduce -5.2% 138,372 $63.7M
Parsons Capital Management Inc. 4.01% Reduce -0.6% 137,564 $63.3M
Mogy Joel R Investment Counsel Inc. 3.85% Reduce -0.6% 136,575 $62.9M
Seizert Capital Partners, LLC 2.83% Reduce -15.3% 136,000 $62.6M
Cutter & CO Brokerage, Inc. 14.06% Reduce -1.8% 135,107 $62.2M
First Foundation Advisors 2.34% Reduce -5.5% 134,598 $61.9M
Norris Perne & French LLP 4.24% Reduce -0.8% 133,679 $61.5M
Chilton Investment Co. Inc. 1.59% Add +20.3% 132,295 $60.9M
Burgundy Asset Management Ltd. 0.60% Reduce -2.5% 131,573 $60.6M
Hosking Partners LLP 2.33% Add +3.2% 131,376 $60.5M
Skandinaviska Enskilda Banken AB (publ) 0.28% Reduce -14.7% 131,314 $60.4M
Sound Shore Management Inc 1.96% Reduce -35.9% 131,114 $60.3M
Clearstead Advisors, LLC 0.93% Add +6.4% 130,860 $60.2M
Agf Management Ltd. 0.31% Reduce -13.6% 130,232 $59.9M
Capital Advisors Inc. 1.20% Add +17.0% 129,969 $59.8M
Heritage Wealth Advisors 2.80% Reduce -1.2% 129,861 $59.8M
HB Wealth Management, LLC 0.64% Add +10.3% 129,790 $59.7M
Welch & Forbes LLC 0.76% Add +0.7% 129,093 $59.4M
AXA S.A. 0.18% Add +8.0% 128,401 $59.1M
Elgethun Capital Management 13.86% Add +1.3% 128,273 $59.0M
Kentucky Retirement Systems 1.73% Reduce -6.5% 127,612 $58.7M
GoodHaven Capital Management, LLC 19.52% No change 126,119 $58.0M
Elo Mutual Pension Insurance Co 1.24% Add +9.5% 125,869 $57.9M
Illinois Municipal Retirement Fund 0.82% Add +6.4% 125,237 $57.6M
Stack Financial Management, Inc 5.14% Reduce -0.2% 124,312 $57.2M
Avior Wealth Management, LLC 2.26% Add +1.1% 123,250 $56.7M
Fiduciary Trust Co 0.79% Reduce -0.4% 123,028 $56.6M
Lafayette Investments, Inc. 11.89% Reduce -2.3% 122,548 $56.4M
Beck Mack & Oliver LLC 1.10% Reduce -10.7% 122,479 $56.4M
South Dakota Investment Council 1.09% Reduce -2.1% 121,537 $55.9M
TrinityBridge Ltd 1.72% Add +2.8% 121,546 $55.9M
Trust Co. of Vermont 2.80% Add +1.5% 121,349 $55.9M
New Capital Management LP 15.73% Add +1.3% 121,051 $55.7M
Thomasville National Bank 4.12% Add +0.5% 120,953 $55.7M
Am Investment Strategies LLC 13.49% Reduce -2.0% 120,570 $55.5M
St Germain D J Co. Inc. 2.52% Reduce -2.8% 119,214 $54.9M
Mizuho Securities USA LLC 1.18% Reduce -14.9% 118,782 $54.7M
Avenir Corp. 5.51% Reduce -10.9% 118,760 $54.7M
Martingale Asset Management L P 1.25% Reduce -14.1% 118,642 $54.6M
Valeo Financial Advisors, LLC 1.54% Reduce -1.3% 295,698 $54.1M
Busey Bank 1.76% Reduce -0.1% 117,464 $54.1M
Schwarz Dygos Wheeler Investment Advisors LLC 13.48% Reduce -0.5% 117,456 $54.1M
Florida Trust Wealth Management Co 1.72% Reduce -1.0% 116,978 $53.8M
Mirae Asset Global Investments Co., Ltd. 0.24% Add +22.3% 116,625 $53.4M
Federated Hermes, Inc. 0.12% Reduce -8.8% 115,584 $53.2M
Hartford Investment Management Co. 1.75% Reduce -0.6% 115,291 $53.1M
Cook & Bynum Capital Management, LLC 38.16% No change 114,960 $52.9M
Brandywine Global Investment Management, LLC 0.35% Add +0.1% 113,136 $52.0M
Prime Capital Investment Advisors, LLC 0.74% Reduce -2.5% 113,028 $52.0M
Academy Capital Management 9.01% Reduce -0.1% 113,000 $52.0M
Asset Management Advisors, LLC 36.23% Reduce -0.4% 112,754 $51.9M
Chemistry Wealth Management LLC 12.41% Reduce -0.2% 112,695 $51.9M
SouthState Bank Corp 3.55% Add +1.2% 111,820 $51.5M
GenTrust, LLC 2.51% Add +0.0% 111,306 $51.2M
Moody LYNN Lieberson & Walker, LLC 3.13% Reduce -1.8% 110,451 $50.8M
Norman Fields, Gottscho Capital Management, LLC 16.81% Reduce -0.1% 110,321 $50.8M
Polar Capital Holdings Plc 0.24% Reduce -9.6% 109,786 $50.5M
Philadelphia Trust Co. 3.65% Add +3.9% 109,289 $50.3M
1832 Asset Management L.P. 0.08% Reduce -0.1% 109,246 $50.3M
Harvey Investment Co. LLC 5.67% Reduce -3.3% 109,092 $50.2M
Citadel Investment Advisory, Inc. 26.44% Add +1.2% 109,017 $50.2M
Gateway Advisory, LLC 8.08% Reduce -0.1% 108,863 $50.1M
Culbertson A N & Co. Inc. 8.07% Add +0.6% 108,844 $50.1M
Employees Retirement System of Texas 0.51% Add +1496.3% 108,390 $49.9M
Main Street Research LLC 3.13% Add +1.2% 107,986 $49.7M
Natixis 0.30% Reduce -46.9% 107,731 $49.6M
JFS Wealth Advisors, LLC 3.31% Add +20.1% 107,547 $49.5M
Bank Julius Baer & Co. Ltd, Zurich 0.17% Reduce -3.4% 90,526 $49.4M
Envestnet Portfolio Solutions, Inc. 0.16% Reduce -3.0% 107,260 $49.4M
Portland Investment Counsel Inc. 17.68% No change 106,908 $49.2M
SRB Corp. 2.76% No change 106,799 $49.2M
Marex Group Ltd 1.12% Add +6273.8% 106,633 $49.1M
Maryland State Retirement & Pension System 1.02% Reduce -26.2% 105,273 $48.5M
Allworth Financial LP 0.29% Add +0.2% 105,132 $48.4M
Whittier Trust Co. of Nevada Inc. 1.25% Add +1.0% 104,922 $48.3M
Stock Yards Bank & Trust Co. 1.55% Reduce -4.2% 104,746 $48.2M
Choreo, LLC 0.71% Add +3.8% 105,302 $48.2M
Gulf International Bank (UK) Ltd 1.23% Reduce -3.1% 104,420 $48.1M
Lazard Asset Management LLC 0.07% Reduce -23.4% 103,923 $47.8M
Ironvine Capital Partners, LLC 5.13% Add +0.2% 103,734 $47.7M
Saybrook Capital 13.41% Reduce -3.7% 103,186 $47.5M
Louisiana State Employees Retirement System 0.87% Add +0.7% 103,100 $47.5M
Modera Wealth Management, LLC 0.60% Add +2.9% 102,702 $47.3M
Grandfield & Dodd, LLC 2.79% Reduce -0.5% 102,357 $47.1M
Sfmg, LLC 3.82% Reduce -0.8% 102,228 $47.1M
Farmers & Merchants Investments Inc. 1.46% Add +0.2% 102,011 $47.0M
SG Americas Securities, LLC 0.18% Reduce -48.9% 101,953 $46.9M
Securian Asset Management, Inc. 1.35% Reduce -2.7% 101,323 $46.6M
Ancora Advisors LLC 1.06% Reduce -0.8% 101,099 $46.5M
Exencial Wealth Advisors, LLC 1.66% Reduce -1.6% 100,254 $46.1M
Consulta Ltd 2.84% New 100,000 $46.0M
CapWealth Advisors, LLC 5.03% Reduce -1.8% 99,986 $46.0M
Foundation Resource Management Inc. 7.11% Reduce -0.4% 99,937 $46.0M
Cullen Investment Group, LTD. 6.84% Reduce -0.8% 99,679 $45.9M
Defender Capital, LLC. 15.18% Reduce -1.2% 99,348 $45.7M
Avalon Trust Co 3.34% Reduce -0.7% 98,239 $45.2M
PGGM Investments 0.57% Reduce -3.7% 97,548 $44.9M
Smith Salley Wealth Management 2.92% Add +2.2% 97,103 $44.7M
Mar Vista Investment Partners LLC 2.85% Reduce -26.1% 97,014 $44.7M
Western Wealth Management, LLC 2.55% Add +3.5% 96,958 $44.6M
Templeton & Phillips Capital Management, LLC 34.44% Reduce -4.7% 96,250 $44.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.05% Add +12.0% 96,006 $44.2M
Matthew Goff Investment Advisor, LLC 8.39% Reduce -0.6% 95,844 $44.1M
Grand Jean Capital Management Inc. 9.85% Add +0.1% 95,676 $44.0M
Rwa Wealth Partners, LLC 0.55% Add +1.0% 95,452 $43.9M
Lincoln Capital LLC 9.26% Reduce -0.9% 95,161 $43.8M
Allen Capital Group, LLC 5.55% Reduce -0.4% 95,152 $43.8M
Orion Porfolio Solutions, LLC 0.43% Add +5.1% 94,650 $43.6M
Orion Portfolio Solutions, LLC 0.43% Add +5.1% 94,650 $43.6M
Associated Banc-Corp 1.28% Reduce -0.2% 94,583 $43.5M
Rakuten Investment Management, Inc. 0.25% Add +34.6% 94,512 $43.2M
First Nebraska Trust Co 4.17% Reduce -2.1% 93,186 $42.9M
Bokf, NA 0.76% Reduce -2.9% 94,301 $42.7M
Regions Financial Corp. 0.31% Reduce -1.6% 92,380 $42.5M
Locust Wood Capital Advisers, LLC 1.48% Reduce -13.4% 92,099 $42.4M
Sandy Spring Bank 1.73% Add +8.2% 91,559 $42.1M
Front Street Capital Management, Inc. 6.82% Reduce -0.6% 91,531 $42.1M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.67% No change 91,097 $41.9M
Solitude Financial Services 17.77% Add +3.0% 90,442 $41.6M
Ervin Investment Management, LLC 26.64% Reduce -1.3% 90,186 $41.5M
Greenbrier Partners Capital Management, LLC 3.14% Reduce -0.1% 88,812 $41.5M
DE Burlo Group Inc. 5.09% Add +12.1% 89,810 $41.3M
Teewinot Capital Advisers, L.L.C. 4.17% Add +0.2% 89,755 $41.3M
Silvercrest Asset Management Group LLC 0.28% Reduce -0.8% 89,600 $41.2M
American Financial Advisors, LLC 5.63% Reduce -2.1% 89,589 $41.2M
Fulton Breakefield Broenniman LLC 2.88% Add +0.3% 89,571 $41.2M
Wilmington Savings Fund Society, FSB 0.74% Add +265.3% 89,320 $41.1M
First Citizens Bank & Trust Co. 0.90% Reduce -4.7% 88,745 $40.8M
New Mexico Educational Retirement Board 1.37% Reduce -3.4% 88,557 $40.8M
GAMCO Investors 0.42% Add +0.3% 88,460 $40.7M
Lee Financial Co 5.76% Add +0.8% 88,091 $40.5M
Cobblestone Capital Advisors LLC 2.25% Reduce -0.7% 87,330 $40.2M
Daiichi Life Insurance Co., Ltd. 1.01% Reduce -8.3% 87,161 $40.1M
Aptus Capital Advisors, LLC 0.61% Add +17.1% 86,574 $39.8M
Motley Fool Asset Management LLC 2.35% Add +3.6% 86,878 $39.7M
Johnson Investment Counsel Inc. 0.39% Reduce -0.9% 86,197 $39.7M
Pinnacle Associates Ltd. 0.67% Reduce -1.2% 110,620 $39.5M
Assetmark, Inc. 0.11% Add +3.1% 85,624 $39.4M
SpiderRock Advisors, LLC 0.84% Add +14.4% 85,609 $39.4M
CW Advisors, LLC 0.52% Add +83.7% 85,527 $39.4M
True North Advisors, LLC 10.27% Reduce -1.0% 85,324 $39.3M
Private Wealth Partners, LLC 3.13% Add +0.9% 85,287 $39.3M
B. Metzler seel. Sohn & Co. Holding AG 0.39% — 85,037 $39.1M
B. Metzler seel. Sohn & Co. AG 0.39% Reduce -14.1% 85,037 $39.1M
Nations Financial Group Inc, /Ia/ 2.84% Reduce -4.8% 84,948 $39.1M
Baskin Financial Services Inc. 3.19% Add +0.6% 84,711 $39.0M
Oldfield Partners LLP 8.22% Reduce -45.4% 84,447 $38.9M
LGT Group Foundation 0.63% Add +6.6% 84,233 $38.5M
Spinnaker Trust 2.36% Reduce -4.2% 83,214 $38.3M
Generate Investment Management Ltd 2.56% Reduce -12.5% 83,194 $38.3M
Wharton Business Group, LLC 1.72% Add +14.6% 83,160 $38.3M
Mill Capital Management, LLC 2.98% Add +10.9% 82,697 $38.1M
Adams Diversified Equity Fund, Inc. 1.40% No change 82,643 $38.0M
Texas Yale Capital Corp. 1.64% Reduce -0.1% 82,041 $37.8M
Capitolis Liquid Global Markets LLC 0.40% Reduce -5.3% 81,300 $37.4M
Graves Light Lenhart Wealth, Inc. 4.60% Reduce -12.2% 81,221 $37.4M
Eubel Brady & Suttman Asset Management Inc. 5.31% Reduce -7.2% 81,013 $37.3M
Cornerstone Advisors, LLC 1.47% Add +18.5% 80,700 $37.1M
Constant Guidance Financial LLC 31.50% Reduce -3.1% 80,648 $37.1M
Reik & Co., LLC 8.77% Reduce -2.7% 80,156 $36.9M
Independent Advisor Alliance 1.34% Reduce -2.5% 80,101 $36.9M
Freestone Capital Holdings, LLC 1.27% Add +0.6% 80,090 $36.9M
Boston Trust Walden Corp 0.26% Reduce -1.8% 80,090 $36.9M
Strata Wealth Advisors, LLC 11.85% Reduce -1.6% 80,083 $36.9M
Whitegate Investment Counselors, Inc. 9.68% Reduce -0.7% 79,265 $36.5M
WealthPLAN Partners, LLC 4.87% Reduce -16.9% 78,775 $36.3M
Cadinha & Co. LLC 6.19% Reduce -0.1% 78,720 $36.2M
Bank Pictet & Cie (Europe) AG 0.85% Add +1.6% 78,444 $36.1M
Gotham Asset Management 0.37% Add +8.0% 78,417 $36.1M
Prospector Partners LLC 3.89% No change 78,310 $36.0M
Sprott Inc. 2.29% Reduce -6.4% 77,733 $35.8M
Stratos Wealth Partners, LTD. 0.52% Add +18.9% 77,595 $35.7M
OMERS ADMINISTRATION Corp 0.33% Reduce -0.6% 77,370 $35.6M
Red Door Wealth Management, LLC 5.93% Add +1.8% 77,278 $35.6M
Braun Stacey Associates Inc. 1.35% Add +2.8% 77,190 $35.5M
Parallel Advisors, LLC 0.84% Add +1.4% 77,036 $35.5M
Destination Wealth Management 1.10% Add +0.6% 76,922 $35.4M
Merit Financial Group, LLC 0.79% Reduce -0.3% 76,916 $35.4M
W1M Investment Management Ltd 0.58% Reduce -6.0% 76,924 $35.4M
NEOS Investment Management LLC 1.07% Add +25.1% 76,793 $35.3M
White Pine Investment CO 9.61% Reduce -1.2% 76,107 $35.0M
MassMutual Private Wealth & Trust, FSB 1.00% Add +2.2% 76,065 $35.0M
Sprucegrove Investment Management Ltd. 1.95% Reduce -0.5% 75,830 $34.9M
Arthur M. Cohen & Associates, LLC 6.30% Reduce -0.3% 76,227 $34.9M
Townsquare Capital LLC 0.42% Add +14.7% 75,487 $34.7M
Metis Global Partners, LLC 1.08% Add +2.4% 75,239 $34.6M
D'Orazio & Associates, Inc. 4.92% Reduce -0.7% 75,151 $34.6M
YHB Investment Advisors, Inc. 2.86% Reduce -1.2% 75,108 $34.6M
PYA Waltman Capital, LLC 11.29% Add +1.8% 75,032 $34.5M
Crossmark Global Holdings, Inc. 0.62% Reduce -1.3% 74,982 $34.5M
BNP Paribas 1.43% Add +4.9% 74,981 $34.5M
Rockland Trust Co. 1.70% Reduce -4.3% 74,966 $34.5M
Evernest Financial Advisors, LLC 9.30% Add +1684.3% 74,958 $34.5M
Lawson Kroeker Investment Management Inc. 6.28% Reduce -1.1% 74,722 $34.4M
Hutchinson Capital Management 6.50% Reduce -1.6% 74,531 $34.3M
Dakota Wealth Management 0.78% Reduce -1.1% 74,460 $34.3M
Kanawha Capital Management LLC 2.49% Reduce -0.5% 74,388 $34.2M
Atria Investments, Inc 0.42% Reduce -10.4% 74,012 $34.1M
Pinnacle Financial Partners Inc 0.68% Add +15.5% 73,276 $33.7M
Painted Porch Advisors LLC 17.02% Add +1.6% 73,077 $33.6M
Norinchukin Bank, The 0.79% Add +15.6% 72,717 $33.5M
CWA Asset Management Group, LLC 1.78% — 72,523 $33.4M
NWF Advisory Services Inc. 4.83% Add +2.5% 72,207 $33.2M
Nitorum Capital, L.P. 3.34% Reduce -22.9% 72,117 $33.2M
Alaska Permanent Fund Corp 0.49% No change 72,068 $33.2M
Meridian Wealth Management, LLC 1.63% New 72,058 $33.2M
United Community Bank 12.93% Reduce -2.0% 71,967 $33.1M
Magellan Asset Management Ltd 0.33% Reduce -29.8% 71,966 $33.1M
Stephens Inc. 0.47% Add +0.1% 71,858 $33.1M
Edmond DE Rothschild Holding S.A. 0.53% Add +4.6% 71,824 $33.1M
Live Oak Private Wealth LLC 5.36% Reduce -1.0% 71,801 $33.0M
One Charles Private Wealth Services, LLC 12.53% Add +16.7% 71,611 $33.0M
DHK Financial Advisors, Inc. 20.10% Add +0.1% 71,234 $32.8M
Connor, Clark & Lunn Investment Management Ltd. 0.16% Reduce -69.9% 70,435 $32.4M
Brandes Investment Partners, LP 0.36% Reduce -0.8% 70,421 $32.4M
Signaturefd, LLC 0.62% Add +0.7% 70,406 $32.4M
Glenview Trust Co 0.62% Add +2.1% 70,347 $32.4M
J. L. Bainbridge & Co., Inc. 3.11% Reduce -0.7% 69,777 $32.1M
Nichols & Pratt Advisers LLP 2.07% Reduce -1.3% 69,731 $32.1M
Rbo & Co. LLC 5.02% Reduce -0.1% 69,216 $31.9M
Bryn Mawr Trust Advisors, LLC 1.70% Reduce -1.7% 68,559 $31.6M
Arkfeld Wealth Strategies, L.L.C. 15.19% Add +1.5% 67,899 $31.4M
Jupiter Asset Management Ltd. 0.27% Add +30.0% 68,026 $31.3M
Sowell Financial Services LLC 1.45% Add +4.9% 67,972 $31.3M
First Trust Direct Indexing L.P. 1.68% Add +15.1% 67,877 $31.2M
Albion Financial Group 2.16% Add +0.1% 67,598 $31.1M
Intech Investment Management LLC 0.35% Reduce -8.5% 67,532 $31.1M
Choate Investment Advisors 0.79% Add +0.3% 67,287 $31.0M
LGT Fund Management Co Ltd. 3.22% Reduce -5.5% 67,787 $31.0M
Baker Ellis Asset Management LLC 4.37% Add +1.4% 67,077 $30.9M
Schaper Benz & Wise Investment Counsel Inc. 2.44% Add +2.1% 66,454 $30.6M
LMCG Investments, LLC 1.83% Reduce -2.4% 66,266 $30.5M
Pecaut & Co. 10.79% Reduce -1.2% 66,156 $30.4M
Security National Bank 4.13% Reduce -1.0% 66,108 $30.4M
Country Club Bank 2.03% Reduce -2.9% 66,399 $30.4M
ProVise Management Group, LLC 2.40% Add +3.3% 65,881 $30.3M
Gabelli Funds LLC 0.22% Reduce -2.1% 65,600 $30.2M
Natixis Investment Managers International 2.14% Reduce -23.0% 64,985 $29.9M
Aspiriant, LLC 1.13% Reduce -2.5% 64,878 $29.9M
GMO 0.09% Reduce -15.0% 64,800 $29.8M
Rothschild Investment LLC 1.95% Reduce -1.0% 64,777 $29.8M
Menlo Advisors LLC 15.33% Reduce -0.7% 64,694 $29.8M
Becker Capital Management Inc. 0.97% Reduce -3.5% 64,610 $29.7M
Integrated Wealth Concepts LLC 0.36% Add +1.4% 64,423 $29.7M
Professional Advisory Services Inc. 3.57% Reduce -5.5% 64,347 $29.6M
First National Trust Co 1.14% Add +8.1% 63,860 $29.4M
Lockheed Martin Investment Management Co. 1.36% Add +150.0% 63,726 $29.3M
American National Bank & Trust 3.45% Add +2.9% 63,581 $29.3M
Thompson Siegel & Walmsley LLC 0.44% Reduce -5.8% 63,441 $29.2M
Nwam LLC 1.78% Add +1.5% 63,332 $29.1M
Steginsky Capital LLC 6.61% Reduce -2.3% 63,301 $29.1M
Gradient Investments LLC 0.61% Add +8.6% 63,219 $29.1M
Zuckerman Investment Group, LLC 2.97% Reduce -0.1% 62,746 $28.9M
Apollon Wealth Management, LLC 0.82% Reduce -1.4% 62,624 $28.8M
M&R Capital Management Inc. 6.35% Reduce -0.9% 62,613 $28.8M
Capital Fund Management S.A. 0.32% Reduce -72.2% 62,513 $28.8M
Ferguson Wellman Capital Management, Inc. 0.56% Reduce -0.8% 62,429 $28.7M
FJ Investments, LLC 2.84% Reduce -50.0% 62,288 $28.7M
Sigma Planning Corp 0.88% Add +14.4% 62,284 $28.7M
Poehling Capital Management, INC. 7.22% Reduce -3.3% 61,332 $28.2M
UniSuper Management Pty Ltd 0.21% Add +1.1% 61,294 $28.2M
Boston Family Office LLC 1.91% Reduce -0.8% 61,189 $28.2M
BTG Pactual Asset Management US LLC 4.07% Add +59.6% 60,988 $28.1M
Tidal Investments LLC 0.31% Add +4.4% 60,491 $27.8M
Wealthspire Advisors, LLC 0.28% Add +16.3% 60,343 $27.8M
B. Riley Wealth Advisors, Inc. 0.77% Reduce -14.8% 60,145 $27.5M
Jacobs Levy Equity Management, Inc. 0.11% Add +29.0% 59,763 $27.5M
Callahan Advisors, LLC 2.68% Reduce -2.6% 59,735 $27.5M
Carret Asset Management, LLC 2.98% Add +1.2% 59,687 $27.5M
Hendley & Co. Inc. 9.56% Reduce -1.4% 59,588 $27.4M
Ycg, LLC 2.12% No change 59,560 $27.4M
Savant Capital, LLC 0.23% Add +16.2% 59,437 $27.4M
CenterBook Partners LP 1.68% New 59,381 $27.3M
Sapient Capital LLC 0.55% Add +0.0% 59,357 $27.3M
Swiss Life Asset Management Ltd 0.31% Reduce -13.3% 59,371 $27.3M
Lazard Freres Gestion S.A.S. 0.58% Add +9.4% 59,286 $27.3M
Caprock Group, LLC 0.99% Add +3.0% 59,283 $27.3M
Cabot Wealth Management Inc. 3.40% Reduce -0.7% 59,065 $27.2M
Sittner & Nelson, LLC 12.16% Reduce -3.1% 59,063 $27.2M
Sierra Capital LLC 3.24% Reduce -0.3% 59,004 $27.2M
Westchester Capital Management, Inc. 6.59% Reduce -0.3% 58,942 $27.1M
First Trust Investment Solutions L.P. 3.05% Reduce -0.1% 58,764 $27.0M
Kingsview Wealth Management, LLC 0.57% Add +49.9% 58,578 $27.0M
Foster Dykema Cabot & Partners, LLC 2.26% Reduce -2.0% 58,573 $27.0M
Cary Street Partners Investment Advisory LLC 0.99% Reduce -0.4% 58,440 $26.9M
Roberts Glore & Co. Inc. 7.73% Reduce -1.6% 58,064 $26.7M
Northwestern Mutual Investment Management Company, LLC 0.62% Add +0.8% 58,055 $26.7M
Citizens Financial Group Inc. 0.54% Reduce -2.2% 58,034 $26.7M
Torray Investment Partners LLC 3.74% Reduce -9.9% 58,027 $26.7M
Twin Tree Management, LP 0.62% Add +186.4% 58,012 $26.7M
Focus Financial Network, Inc. 1.09% Add +3.0% 57,975 $26.7M
Beese Fulmer Investment Management, Inc. 2.29% Add +0.8% 57,943 $26.7M
Clear Harbor Asset Management, LLC 2.18% Add +0.8% 57,501 $26.5M
OneDigital Investment Advisors LLC 0.30% Add +6.6% 57,270 $26.4M
Perigon Wealth Management, LLC 0.71% Reduce -4.2% 57,248 $26.3M
Georgetown University 8.21% No change 57,192 $26.3M
Beaumont Financial Advisors, LLC 2.06% Reduce -1.4% 57,171 $26.3M
WoodTrust Financial Corp 3.74% Add +2.6% 57,109 $26.3M
Nicolet Advisory Services, LLC 2.47% Add +1.8% 57,807 $26.2M
Black Point Wealth Management 30.30% Add +0.0% 56,821 $26.2M
Guggenheim Capital LLC 0.18% Reduce -22.8% 56,338 $25.9M
Shufro Rose & Co. LLC 2.12% No change 63,735 $25.9M
Unconventional Investor, LLC 16.07% Reduce -1.0% 55,918 $25.7M
Diversified Trust Co. 0.65% Add +1.8% 55,868 $25.7M
Fiduciary Group, LLC 2.58% Reduce -0.8% 55,432 $25.5M
Insigneo Advisory Services, LLC 2.57% Add +3.3% 55,238 $25.4M
Man Group plc 0.07% Reduce -19.9% 55,206 $25.4M
Elkhorn Partners Limited Partnership 16.33% Reduce -1.0% 55,200 $25.4M
Element Capital Management LLC 1.14% New 55,000 $25.3M
Hunter Perkins Capital Management, LLC 5.12% Reduce -1.1% 54,763 $25.2M
Novare Capital Management LLC 2.14% Reduce -0.3% 54,731 $25.2M
Shell Asset Management Co. 1.11% — 54,657 $25.2M
Anchor Capital Advisors LLC 0.67% Add +35.6% 54,578 $25.1M
Chicago Capital, LLC 0.70% Add +0.2% 54,511 $25.1M
Pacific Global Investment Management Co. 4.53% Reduce -0.7% 54,448 $25.1M
Avity Investment Management Inc. 1.95% Reduce -2.5% 54,435 $25.1M
Kentucky Retirement Systems Insurance Trust Fund 1.73% Reduce -7.1% 54,234 $25.0M
ABN AMRO Bank N.V. 0.34% Add +41.4% 54,483 $24.9M
J.W. Cole Advisors, Inc. 1.04% Add +3.0% 54,077 $24.9M
RMR Capital Management, LLC 21.17% No change 54,073 $24.9M
Concurrent Investment Advisors, LLC 0.74% Reduce -0.5% 53,892 $24.8M
Park Avenue Securities LLC 0.28% Reduce -1.9% 53,731 $24.7M
CI Investments Inc. 0.09% Reduce -1.3% 53,661 $24.7M
Knights of Columbus Asset Advisors LLC 1.63% Reduce -0.8% 53,545 $24.6M
Kathleen S. Wright Associates Inc. 10.13% Reduce -1.1% 53,427 $24.5M
Progeny 3, Inc. 2.06% No change 53,239 $24.5M
Coldstream Capital Management Inc. 0.53% Add +15.1% 53,128 $24.5M
Harbor Investment Advisory, LLC 2.42% Reduce 0.0% 223,384 $24.5M
Satovsky Asset Management LLC 5.51% Add +0.1% 53,141 $24.5M
WealthPlan Investment Management, LLC 2.47% Add +44.3% 53,092 $24.4M
GHP Investment Advisors, Inc. 1.12% Reduce -0.5% 53,035 $24.4M
Greenline Partners, LLC 3.49% Reduce -2.1% 53,021 $24.4M
Pioneer Trust Bank N A 6.24% Reduce -1.3% 52,990 $24.4M
Bleakley Financial Group, LLC 0.74% Add +0.5% 52,820 $24.3M
Truvestments Capital LLC 6.52% Add +253.3% 52,803 $24.3M
Valmark Advisers, Inc. 0.38% Add +3.4% 52,576 $24.2M
Baltimore-Washington Financial Advisors, Inc. 1.31% Add +6.6% 52,190 $24.0M
Wedbush Securities Inc. 0.89% Reduce -7.9% 51,917 $23.9M
Henshaw Capital LLC 1.00% No change 51,650 $23.8M
Synovus Financial Corp. 0.27% Add +8.0% 51,349 $23.6M
Advisory Services Network, LLC 0.49% No change 58,031 $23.6M
Community Trust & Investment Co. 1.49% Add +1.7% 51,045 $23.5M
Greenwood Gearhart LLC 1.95% Reduce -14.1% 50,901 $23.4M
Pallas Capital Advisors LLC 1.00% Reduce -2.5% 51,137 $23.4M
Ramsay, Stattman, Vela & Price, Inc. 4.35% Reduce -1.7% 50,833 $23.4M
Eagle Capital Management LLC 0.09% No change 50,820 $23.4M
Empirical Finance, LLC 1.36% Add +5.8% 50,724 $23.3M
Tower Research Capital LLC (TRC) 0.62% Reduce -45.9% 50,620 $23.3M
Absher Wealth Management, LLC 3.00% Reduce -0.1% 50,586 $23.3M
Violich Capital Management, Inc. 3.02% Add +2.1% 50,541 $23.3M
WP Advisors, LLC 8.49% Reduce -1.9% 50,467 $23.2M
Franklin Street Advisors Inc. 1.56% Reduce -1.7% 50,305 $23.2M
Sculati Wealth Management, LLC 9.25% Reduce -1.0% 50,179 $23.1M
Burney Co./ 0.82% Add +0.6% 50,105 $23.1M
Fairholme Capital Management 1.58% Add +0.2% 50,072 $23.0M
Bahl & Gaynor LLC 0.12% Reduce -0.4% 49,885 $23.0M
Allianz SE 0.62% Reduce -11.3% 49,772 $22.9M
Berkley W R Corp. 1.64% New 49,700 $22.9M
Capital Investment Advisors, LLC 0.47% Add +4.4% 49,694 $22.9M
Stephenson & Company, Inc. 15.45% Add +0.6% 49,608 $22.8M
Robertson Stephens Wealth Management, LLC 0.84% Add +11.0% 49,577 $22.8M
Ridgewood Investments LLC 11.34% Reduce -0.5% 49,390 $22.7M
Geneos Wealth Management Inc. 0.87% Add +6.3% 49,363 $22.7M
Fiduciary Alliance LLC 3.01% Add +10.3% 49,238 $22.7M
Prio Wealth Limited Partnership 0.66% Reduce -1.9% 49,122 $22.6M
Axiom Advisory, LLC 0.21% Add +1.6% 50,944 $22.5M
Daymark Wealth Partners, LLC 0.95% Add +1.3% 48,922 $22.5M
Mirador Capital Partners LP 4.04% Add +0.6% 48,764 $22.4M
Motley Fool Wealth Management, LLC 1.12% Reduce -0.1% 48,556 $22.3M
Suncoast Equity Management 2.53% Reduce -6.0% 48,282 $22.2M
Shelton Capital Management 0.57% Add +63.3% 48,243 $22.2M
Account Management LLC 26.32% Reduce -7.5% 48,120 $22.1M
Beacon Financial Group 2.41% Reduce -1.6% 48,069 $22.1M
Mediolanum International Funds Ltd 0.31% Reduce -12.9% 48,340 $22.1M
QVT Financial LP 1.98% No change 47,946 $22.1M
Snowden Capital Advisors LLC 0.66% Add +0.1% 47,592 $21.9M
BLB&B Advisors, LLC 1.12% Add +15.0% 47,562 $21.9M
Belpointe Asset Management LLC 1.31% Add +1.5% 47,533 $21.9M
Neville Rodie & Shaw Inc. 1.61% Add +5.2% 47,438 $21.8M
Bridgeway Capital Management, LLC 0.47% Reduce -4.2% 47,412 $21.8M
Wills Financial Group, Inc. 9.12% Add +0.8% 47,262 $21.8M
Borer Denton & Associates, Inc. 7.41% Reduce -0.1% 47,208 $21.7M
Cim, LLC 3.12% Reduce -0.1% 47,106 $21.7M
Pekin Hardy Strauss, Inc. 2.78% Reduce 0.0% 47,106 $21.7M
First National Bank of Omaha 1.38% Reduce -10.6% 46,839 $21.6M
Investment Management Corp of Ontario 0.48% Reduce -41.4% 46,781 $21.5M
Meitav Investment House Ltd. 0.36% Add +192.8% 46,746 $21.5M
FineMark National Bank & Trust 0.75% Add +7.3% 46,533 $21.4M
Thoroughbred Financial Services, LLC 1.37% Reduce -0.9% 46,234 $21.3M
Unison Asset Management LLC 10.11% Reduce -5.2% 46,204 $21.3M
Van Den Berg Management I, Inc. 6.13% Reduce -16.2% 46,048 $21.2M
Harbour Trust & Investment Management Co 2.41% Reduce -0.8% 46,029 $21.2M
Great Valley Advisor Group, Inc. 0.52% Add +2.8% 46,018 $21.2M
Prudential PLC 0.11% Add +30.8% 45,976 $21.2M
&partners 0.41% Add +109.8% 45,977 $21.2M
HighPoint Advisor Group LLC 1.23% Add +2.0% 46,750 $21.1M
IFP Advisors, Inc 0.76% Add +1.4% 45,868 $21.1M
Waldron Private Wealth LLC 0.87% Reduce -1.2% 45,692 $21.0M
LSV Asset Management 0.04% Reduce -32.0% 45,550 $21.0M
Monterey Private Wealth, Inc. 7.14% Reduce -0.1% 45,550 $21.0M
Focus Partners Advisor Solutions, LLC 0.44% Reduce -5.7% 45,515 $20.9M
Beacon Financial Planning, Inc. 12.86% Reduce -3.8% 45,266 $20.8M
W.G. Shaheen & Associates DBA Whitney & Co 2.22% Add +1.2% 45,009 $20.7M
Horizon Kinetics Asset Management LLC 0.31% Reduce -0.3% 44,978 $20.7M
Bard Financial Services, Inc. 2.43% Reduce -44.1% 44,740 $20.6M
Banyan Capital Management, Inc. 11.92% Reduce -0.9% 44,703 $20.6M
Argent Trust Co 0.85% Add +0.7% 44,665 $20.6M
White Knight Strategic Wealth Advisors, LLC 18.60% Reduce -0.1% 44,566 $20.5M
Vantage Wealth 4.42% Reduce -0.4% 44,356 $20.4M
RB Capital Management, LLC 5.03% Add +0.6% 44,251 $20.4M
Aldebaran Capital, LLC 18.54% Reduce -0.1% 44,029 $20.3M
Brookstone Capital Management 0.30% Add +2.2% 43,877 $20.2M
NorthRock Partners, LLC 0.66% Add +3.4% 43,683 $20.1M
Park National Corp. 0.70% Add +103.0% 43,504 $20.0M
Raymond James Trust N.A. 0.43% Add +2.6% 43,396 $20.0M
Weik Capital Management 8.06% Reduce -5.0% 43,376 $20.0M
IHT Wealth Management, LLC 0.56% Add +18.9% 43,252 $19.9M
Longbow Finance SA 2.12% Add +13.5% 43,176 $19.9M
Cornerstone Advisory, LLC 2.61% Add +0.4% 43,095 $19.8M
WCG Wealth Advisors LLC 1.34% Reduce -0.1% 43,031 $19.8M
Dynamic Advisor Solutions LLC 0.59% Reduce -9.4% 42,963 $19.8M
TLW Wealth Management, LLC 11.68% Reduce -0.5% 42,722 $19.7M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2.73% Add +19.9% 42,689 $19.6M
Twinbeech Capital LP 0.37% Add +156.3% 42,652 $19.6M
Well Done, LLC 3.59% Add +6.5% 42,641 $19.6M
Accredited Investors Inc. 1.12% Reduce -4.8% 42,603 $19.6M
Haverford Trust Co 0.19% Reduce -2.5% 42,489 $19.6M
Burns J W & Co. Inc. 2.54% Reduce -1.1% 42,389 $19.5M
Hollow Brook Wealth Management LLC 5.78% Reduce -0.1% 42,350 $19.5M
Financial Security Advisor, Inc. 4.83% Reduce -0.2% 42,074 $19.4M
U.S. Capital Wealth Advisors, LLC 0.69% Reduce -19.6% 41,994 $19.3M
Townsend & Associates, Inc 1.98% Add +1.8% 41,928 $19.3M
Mendota Financial Group, LLC 9.22% Reduce -1.2% 41,922 $19.3M
United Services Automobile Association 0.49% Reduce -18.2% 41,797 $19.2M
Edge Wealth Management LLC 3.86% Reduce -0.4% 41,776 $19.2M
Riverview Capital Advisers, LLC 5.90% Reduce -0.3% 41,592 $19.1M
Cahill Financial Advisors Inc. 2.61% Add +1.9% 41,401 $19.1M
Amica Mutual Insurance Co. 1.84% No change 41,216 $19.0M
Fiducient Advisors LLC 2.18% Add +464.0% 41,037 $18.9M
Moran Wealth Management, LLC 0.58% Reduce -0.3% 40,899 $18.8M
NBT Bank, N.A. 1.27% Add +2.8% 40,838 $18.8M
Brighton Jones LLC 0.70% Add +1.9% 40,666 $18.7M
Buckley Wealth Management, LLC 5.75% Reduce -2.0% 40,565 $18.7M
Unigestion Holding SA 0.90% Reduce -61.2% 40,568 $18.7M
Kiley Juergens Wealth Management, LLC 4.84% Reduce -0.9% 40,531 $18.7M
Ballentine Partners, LLC 0.32% Add +6.3% 40,375 $18.6M
Pinnacle Wealth Management Advisory Group, LLC 1.78% Reduce -1.2% 40,368 $18.6M
Stolper Co 6.05% Reduce -1.7% 40,202 $18.5M
Hudson Value Partners, LLC 7.14% Add +2.7% 39,941 $18.4M
Koa Wealth Management, LLC 14.08% Reduce -1.8% 39,595 $18.2M
Fragasso Financial Advisors Inc 1.40% Reduce -1.4% 39,535 $18.2M
Principal Securities, Inc. 0.44% Add +3.9% 39,519 $18.2M
N.E.W. Advisory Services LLC 1.79% Add +0.6% 39,495 $18.2M
Harris Associates (Oakmark Funds) 0.03% Reduce -9.0% 39,403 $18.1M
Ashburton (Jersey) Ltd 6.56% Add +1.2% 39,561 $18.1M
Ritholtz Wealth Management 0.54% Add +7.6% 39,266 $18.1M
Tennessee Valley Asset Management Partners 2.98% Add +1.0% 39,180 $18.0M
Modern Wealth Management, LLC 1.10% Add +367.4% 39,066 $18.0M
Anchor Investment Management, LLC 1.69% Add +5.8% 38,971 $17.9M
Hamilton Capital Partners Inc. 1.55% Add +10.5% 38,866 $17.9M
Livforsakringsbolaget Skandia, Omsesidigt 0.96% Add +1561.1% 38,854 $17.9M
Eagle Ridge Investment Management 1.57% Reduce -0.8% 38,836 $17.9M
Massachusetts Financial Services Co. 0.01% Reduce -5.5% 38,781 $17.8M
Epacria Capital Partners, LLC 12.23% No change 38,760 $17.8M
Kavar Capital Partners Group, LLC 2.82% Reduce -0.1% 40,250 $17.8M
Spire Wealth Management 0.60% Add +12.5% 38,636 $17.8M
Trajan Wealth LLC 1.05% Add +13.8% 38,619 $17.8M
Columbia Asset Management 3.09% Reduce -0.1% 38,506 $17.7M
Solidarity Wealth, LLC 4.79% Reduce -6.0% 38,405 $17.7M
Financial Avengers, Inc. 8.69% Reduce -1.4% 38,384 $17.7M
Banco Santander, S.A. 0.21% Reduce -10.8% 38,372 $17.7M
Farther Finance Advisors, LLC 0.66% Add +8.7% 38,179 $17.6M
Muhlenkamp & Co. Inc. 5.38% Reduce -0.1% 38,124 $17.5M
Summit Trail Advisors, LLC 0.43% Add +12.0% 37,865 $17.4M
Summit Asset Management, LLC 1.99% Add +5.0% 37,831 $17.4M
Asset Planning Corporation 11.34% Add +1.8% 37,739 $17.4M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 4.24% Add +0.2% 37,581 $17.3M
Stockman Wealth Management, Inc. 2.68% Add +0.9% 37,525 $17.3M
CHURCHILL MANAGEMENT Corp 0.20% Add +0.8% 37,478 $17.2M
XML Financial, LLC 1.60% Add +7.1% 37,362 $17.2M
Arnhold LLC 1.66% Reduce -0.1% 37,250 $17.1M
Evergreen Capital Management LLC 0.57% Reduce -0.7% 37,202 $17.1M
NovaPoint Capital, LLC 5.29% Add +14.2% 37,056 $17.1M
Hayek Kallen Investment Management 6.03% Reduce -0.8% 36,992 $17.0M
Prospera Financial Services Inc 0.43% Add +3.2% 36,964 $17.0M
Empowered Funds, LLC 0.27% Add +6.2% 36,896 $17.0M
Exchange Capital Management, Inc. 2.69% Reduce -4.3% 36,724 $16.9M
Venture Visionary Partners LLC 0.75% Reduce -1.7% 36,719 $16.9M
World Investment Advisors 0.53% Add +210.7% 36,707 $16.9M
Schonfeld Strategic Advisors LLC 0.14% Add +105.9% 36,695 $16.9M
Punch & Associates Investment Management, Inc. 0.94% Reduce -12.5% 36,597 $16.8M
Bar Harbor Wealth Management 1.07% Reduce -2.9% 36,337 $16.7M
East Coast Asset Management, LLC. 5.53% Reduce -15.3% 36,167 $16.6M
Axxcess Wealth Management, LLC 0.42% Add +22.9% 36,129 $16.6M
Tokio Marine Asset Management Co. Ltd. 0.73% Add +8.8% 36,054 $16.6M
Hollencrest Capital Management 0.68% Add +6.3% 35,884 $16.5M
Peak Planning Group, LLC 7.22% Add +6.6% 35,767 $16.5M
Jane Street Group, LLC 0.03% Reduce -96.2% 35,644 $16.4M
NewEdge Wealth, LLC 0.30% Add +29.1% 35,633 $16.4M
Osborne Partners Capital Management, LLC 0.93% Reduce -0.5% 35,503 $16.3M
Prosperity Consulting Group, LLC 1.27% Add +274.1% 35,327 $16.3M
Financial Partners Group, LLC 6.09% Add +51.1% 35,288 $16.2M
Steele Capital Management, Inc. 0.84% Reduce -6.3% 35,125 $16.2M
Cypress Capital Group 1.81% Reduce -2.1% 35,073 $16.1M
Inlet Private Wealth, LLC 4.08% Reduce -0.1% 34,942 $16.1M
Essex Financial Services, Inc. 1.15% Reduce -7.3% 34,773 $16.0M
Atlantic Union Bankshares Corp 0.93% Reduce -8.7% 34,653 $15.9M
Sterling Investment Management, LLC 12.06% Reduce -11.3% 34,543 $15.9M
Trinity Financial Advisors LLC 7.09% Add +1.1% 39,350 $15.8M
GYL Financial Synergies, LLC 1.19% Reduce -1.6% 34,402 $15.8M
Greenwood Capital Associates LLC 2.06% Add +12.1% 34,356 $15.8M
Heirloom Wealth Management 4.92% Add +2.4% 34,282 $15.8M
Ameritas Advisory Services, LLC 0.68% Reduce -40.7% 34,057 $15.7M
Pettyjohn, Wood & White, Inc. 2.88% Reduce -2.4% 33,956 $15.6M
First American Bank 1.12% Add +0.2% 33,948 $15.6M
WealthBridge Capital Management, LLC 4.48% Add +0.6% 33,929 $15.6M
American Trust Investment Advisors, LLC 6.37% Reduce -0.6% 33,837 $15.6M
Summit Financial, LLC 0.61% Add +33.7% 33,826 $15.6M
NORTHSTAR ASSET MANAGEMENT Co 3.56% Reduce -0.4% 33,725 $15.5M
Benjamin Edwards Inc. 0.23% Add +532.0% 33,685 $15.5M
Court Place Advisors, LLC 4.50% Reduce -0.4% 33,534 $15.4M
Kelman-Lazarov, Inc. 2.65% Add +1.0% 33,503 $15.4M
AlTi Global, Inc. 0.37% Add +1.1% 33,448 $15.4M
Ruffer LLP 0.48% Reduce -4.3% 33,390 $15.4M
Global Retirement Partners, LLC 0.46% Add +0.2% 33,369 $15.4M
Ledyard National Bank 1.40% Reduce -1.8% 33,313 $15.3M
Eos Management, L.P. 5.38% No change 33,250 $15.3M
CCM Investment Advisers LLC 1.70% Reduce -2.2% 33,101 $15.2M
Intrinsic Value Partners, LLC 15.12% Reduce -7.4% 32,828 $15.1M
TBH Global Asset Management, LLC 3.29% Reduce -1.3% 32,801 $15.1M
Concentric Capital Strategies, LP 0.95% Add +37.9% 32,748 $15.1M
Wedge Capital Management L L P 0.26% Reduce -3.4% 32,522 $15.0M
Presidio Capital Management, LLC 9.56% Add +6.1% 32,500 $15.0M
Rehmann Capital Advisory Group 0.98% Reduce -2.4% 32,432 $14.9M
Dupree Financial Group, LLC 6.35% Reduce -22.9% 32,374 $14.9M
Regency Capital Management Inc.\DE 8.19% Add +1.3% 32,359 $14.9M
Vinva Investment Management Ltd 0.63% Add +32.0% 32,476 $14.9M
Stratos Investment Management, LLC 1.04% Add +2.0% 32,224 $14.8M
Alerus Financial NA 1.09% Reduce -4.4% 32,128 $14.8M
Vident Advisory, LLC 0.37% Add +6.2% 32,116 $14.8M
Moors & Cabot, Inc. 0.73% Add +4.1% 32,046 $14.7M
Palisade Capital Management, LP 0.44% Reduce -1.2% 31,813 $14.6M
Coston, McIsaac & Partners 4.13% Reduce -0.1% 31,808 $14.6M
Weybosset Research & Management LLC 4.95% Reduce -4.1% 31,789 $14.6M
Hutner Capital Management Inc. 7.27% Reduce -0.3% 31,741 $14.6M
O'Brien Greene & Co. Inc 4.53% Reduce -7.3% 31,597 $14.5M
Woodmont Investment Counsel LLC 1.09% Add +0.4% 31,555 $14.5M
Waterfront Wealth Inc. 3.55% Add +0.3% 31,810 $14.5M
Boit C F David 7.15% Reduce -3.1% 31,728 $14.5M
Gladstone Institutional Advisory LLC 0.71% Add +11.3% 31,460 $14.5M
Level Four Advisory Services, LLC 0.61% Reduce -11.2% 32,105 $14.5M
Studio Investment Management LLC 3.02% Add +0.8% 31,240 $14.4M
Naman Capital Ltda 5.50% No change 31,200 $14.4M
Wedmont Private Capital 0.82% Add +21.0% 31,661 $14.4M
Phraction Management LLC 5.45% No change 31,121 $14.3M
Meiji Yasuda Asset Management Co Ltd. 0.55% Reduce -1.6% 31,073 $14.3M
Lakeside Advisors, INC. 8.99% Add +0.8% 31,070 $14.3M
Frisch Financial Group, Inc. 4.29% Reduce -1.1% 30,973 $14.3M
West Coast Financial LLC 1.57% Add +0.0% 30,973 $14.3M
Baader Bank Aktiengesellschaft 1.20% Add +11.3% 31,461 $14.2M
KMG Fiduciary Partners, LLC 1.23% Add +23.9% 30,887 $14.2M
Carnegie Lake Advisors LLC 5.61% — 30,800 $14.2M
Fisher Asset Management 0.01% Reduce -1.3% 30,783 $14.2M
Mather Group, Llc. 0.18% Reduce -30.5% 30,781 $14.2M
Keystone Financial Group 1.82% Add +1.9% 30,772 $14.2M
Overbrook Management Corp 3.24% Reduce -8.3% 30,678 $14.1M
Foundations Investment Advisors, LLC 0.30% Add +60.0% 30,621 $14.1M
Dock Street Asset Management Inc. 1.90% Reduce -9.4% 30,571 $14.1M
Clarity Financial LLC 1.65% Add +7.6% 30,506 $14.0M
Summit Financial Strategies, Inc. 1.58% Reduce -1.5% 30,505 $14.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.39% Add +6.5% 30,517 $14.0M
Banque Pictet & Cie SA 0.14% Add +4.2% 30,369 $14.0M
Compound Planning, Inc. 0.87% Add +11.6% 30,348 $14.0M
FRG Family Wealth Advisors LLC 2.50% Reduce -3.5% 30,312 $14.0M
Johnson Financial Group, Inc. 0.64% Add +3.8% 30,295 $13.9M
Profund Advisors LLC 0.53% Add +14.8% 30,231 $13.9M
Mitchell Capital Management Co. 2.43% Add +1.2% 30,212 $13.9M
Eagle Global Advisors LLC 0.69% Reduce -0.1% 30,188 $13.9M
CreativeOne Wealth, LLC 0.47% Add +740.2% 30,122 $13.9M
Independent Financial Group, LLC 0.51% Add +6.5% 30,120 $13.9M
Patton Fund Management, Inc. 2.86% Reduce -4.2% 30,051 $13.8M
Kelleher Financial Advisors 5.26% Reduce -3.1% 30,002 $13.8M
Delta Financial Group, Inc. 5.13% Add +0.3% 29,988 $13.8M
Stratos Wealth Advisors, LLC 0.63% Add +6.4% 29,967 $13.8M
Fogel Capital Management, Inc. 7.11% Reduce -1.9% 29,967 $13.8M
Twin Capital Management Inc. 1.56% Reduce -1.1% 29,943 $13.8M
SlateStone Wealth, LLC 1.24% Add +1.9% 29,811 $13.7M
Highland Capital Management, LLC 0.78% Reduce -4.9% 29,806 $13.7M
Phoenix Financial Ltd. 0.20% Add +20.0% 29,683 $13.7M
Allegheny Financial Group 3.37% Reduce -0.3% 29,617 $13.6M
Ameritas Investment Partners, Inc. 0.44% Reduce -7.4% 29,488 $13.6M
Blue Trust, Inc. 0.18% Add +32.5% 33,321 $13.6M
CX Institutional 0.60% Add +56.7% 29,397 $13.5M
Pittenger & Anderson Inc. 0.51% Add +8.6% 29,381 $13.5M
Meeder Advisory Services, Inc. 0.87% Reduce -2.7% 29,350 $13.5M
LFL Advisers, LLC 4.83% Add +8.5% 29,289 $13.5M
Kemnay Advisory Services Inc. 2.44% Reduce -2.9% 29,238 $13.5M
KCM Investment Advisors LLC 0.46% Reduce -0.4% 29,229 $13.5M
Oxford Financial Group, LTD. LLC 0.85% Reduce -0.6% 29,211 $13.4M
Timber Creek Capital Management LLC 3.75% Add +0.3% 29,109 $13.4M
Clio Asset Management LLC 9.38% Add +0.5% 29,033 $13.4M
Community Bank & Trust, Waco, Texas 3.01% Add +5.8% 28,988 $13.3M
Meixler Investment Management, Ltd. 9.83% Reduce -0.7% 28,953 $13.3M
Eastern Bank 0.24% Add +813.5% 28,812 $13.3M
Moloney Securities Asset Management, LLC 1.78% Reduce -1.1% 28,743 $13.2M
Pictet North America Advisors SA 1.31% Add +1.0% 28,668 $13.2M
Arkadios Wealth Advisors 0.75% Add +1.1% 28,638 $13.2M
PFG Advisors 0.83% Add +6.5% 28,616 $13.2M
Strategic Blueprint, LLC 0.82% Add +2.1% 28,600 $13.2M
Means Investment Co., Inc. 1.46% Add +2.1% 28,511 $13.1M
First Hawaiian Bank 0.42% Reduce -11.1% 28,459 $13.1M
SeaCrest Wealth Management, LLC 1.41% Reduce -3.2% 28,440 $13.1M
Foster Victor Wealth Advisors, LLC 1.04% Add +2.0% 28,592 $13.0M
Lombard Odier Asset Management (Switzerland) SA 1.09% Add +10.9% 28,318 $13.0M
DoubleLine ETF Adviser LP 3.17% Reduce -5.9% 28,297 $13.0M
Bailard, Inc. 0.34% Reduce -0.8% 28,274 $13.0M
Richard Bernstein Advisors LLC 0.28% Reduce -5.8% 28,258 $13.0M
Glassy Mountain Advisors, Inc. 4.54% Reduce -4.7% 28,102 $12.9M
Beckerman Institutional, LLC 10.87% — 28,042 $12.9M
K.J. Harrison & Partners Inc 1.94% Reduce -0.3% 27,739 $12.9M
Trust Co of Kansas 6.22% Reduce -0.7% 27,821 $12.8M
Wilkins Investment Counsel Inc. 1.77% Add +0.7% 27,810 $12.8M
Silicon Valley Capital Partners 1.66% Add +0.8% 27,785 $12.8M
Capital Analysts, LLC 0.52% Add +2.5% 27,740 $12.8M
Boston Financial Mangement LLC 0.38% Reduce -1.8% 27,716 $12.8M
Gryphon Financial Partners LLC 1.76% Reduce -0.7% 27,710 $12.8M
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV 0.88% Reduce -12.9% 27,680 $12.7M
Fifth Third Wealth Advisors LLC 0.78% Add +5.2% 27,671 $12.7M
Ascentis Wealth Management, LLC 4.77% — 27,671 $12.7M
Montag A & Associates Inc. 0.60% Add +3.4% 27,425 $12.6M
Simon Quick Advisors, LLC 0.79% Add +7.6% 27,307 $12.6M
Smithfield Trust Co 0.61% Add +0.1% 27,232 $12.5M
Lake Street Advisors Group, LLC 0.58% Add +0.9% 27,195 $12.5M
Hi-Line Capital Management, LLC 6.14% Reduce -33.4% 27,172 $12.5M
HUB Investment Partners, LLC 0.55% Add +19.0% 27,145 $12.5M
Annandale Capital, LLC 2.49% Reduce -0.1% 27,094 $12.5M
Covey Capital Advisors, LLC 13.71% Reduce -6.4% 26,976 $12.4M
Telos Capital Management, Inc. 1.29% Reduce -11.4% 26,803 $12.3M
Eldred Rock Partners, LLC 4.12% Add +4.3% 26,774 $12.3M
Mezzasalma Advisors, LLC 4.85% Add +3.5% 26,750 $12.3M
O'Keefe Stevens Advisory, Inc. 3.71% Add +3.3% 26,653 $12.3M
Canal Capital Management, LLC 1.95% Add +0.4% 26,520 $12.2M
Gifford Fong Associates 3.05% No change 26,500 $12.2M
Private Wealth Group, LLC 6.09% Reduce -2.3% 26,489 $12.2M
Middleton & Co. Inc. 1.35% Reduce -0.9% 26,479 $12.2M
Wealth Architects, LLC 1.38% Reduce -0.3% 26,446 $12.2M
Raab & Moskowitz Asset Management LLC 3.08% Reduce -0.3% 26,431 $12.2M
Cumberland Advisors Inc. 4.83% Add +0.2% 26,395 $12.1M
Visionary Wealth Advisors 0.74% Add +18.5% 26,367 $12.1M
Martin Investment Management, LLC 2.97% Reduce -0.2% 26,322 $12.1M
Janney Capital Management LLC 0.82% Add +0.3% 26,307 $12.1M
Beacon Investment Advisors LLC 5.73% Add +0.2% 26,295 $12.1M
Stokes Family Office, LLC 1.32% Add +0.5% 26,280 $12.1M
JCP Investment Management, LLC 10.01% No change 26,224 $12.1M
Hilltop Holdings Inc. 0.79% Add +5.6% 26,162 $12.0M
Cypress Asset Management Inc. 3.00% Add +2.0% 26,132 $12.0M
Beverly Hills Private Wealth, LLC 2.45% Add +7.3% 26,077 $12.0M
NFJ Investment Group, LLC 0.35% New 26,074 $12.0M
McDaniel Terry & Co. 1.00% No change 26,026 $12.0M
Walleye Capital LLC 0.14% Reduce -28.1% 26,002 $12.0M
Pitcairn Co. 0.71% Reduce -9.1% 25,985 $12.0M
Spectrum Wealth Counsel, LLC 1.41% Add +0.2% 25,983 $12.0M
Greystone Financial Group, LLC 2.13% Add +8.1% 25,943 $11.9M
Procyon Advisors, LLC 0.82% Reduce -1.0% 25,929 $11.9M
Harbor Advisory Corp. 3.89% Reduce -1.8% 25,911 $11.9M
Vestcor Inc 0.38% Add +1.9% 25,840 $11.9M
Winch Advisory Services, LLC 3.29% Reduce -0.8% 25,836 $11.9M
Crewe Advisors LLC 1.38% Add +124.3% 25,798 $11.9M
Larson Financial Group LLC 0.67% Add +192.5% 25,777 $11.9M
DF Dent & Co. Inc. 0.14% Reduce -7.5% 25,759 $11.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.79% Add +2.4% 25,720 $11.8M
Wealthcare Advisory Partners LLC 0.34% Add +23.9% 25,708 $11.8M
Venator Management LLC 3.42% Reduce -4.7% 25,678 $11.8M
Integrated Advisors Network LLC 0.57% Add +2.1% 25,675 $11.8M
HFR Wealth Management, LLC 2.85% Add +0.5% 25,521 $11.7M
HBK Sorce Advisory LLC 0.36% Reduce -3.4% 25,509 $11.7M
Leavell Investment Management, Inc. 0.58% Add +7.8% 25,484 $11.7M
Trustmark Bank Trust Department 0.88% Add +7.2% 25,320 $11.7M
Leo Wealth, LLC 1.06% Add +36.7% 25,186 $11.6M
Old North State Wealth Management, LLC 6.48% Add +8.6% 25,119 $11.6M
Mgo One Seven LLC 0.50% Reduce -2.2% 25,110 $11.6M
Mairs & Power Inc. 0.11% Reduce -5.0% 25,047 $11.5M
Bright Rock Capital Management, LLC 2.31% No change 25,000 $11.5M
Jasper Ridge Partners, L.P. 0.33% No change 25,000 $11.5M
Auxier Asset Management LLC 1.70% Reduce -0.0% 24,944 $11.5M
Arlington Trust Co LLC 2.50% Add +0.0% 24,905 $11.5M
Joel Isaacson & Co., LLC 0.55% Add +0.2% 24,903 $11.5M
Transcend Capital Advisors, LLC 0.77% Reduce -2.7% 24,901 $11.5M
Alley Investment Management Company, LLC 1.44% Add +0.4% 24,737 $11.4M
Berkshire Asset Management LLC 0.58% No change 27,983 $11.4M
Searcy Financial Services Inc. 5.33% Add +0.1% 24,681 $11.4M
Kovack Advisors, Inc. 1.20% Reduce -0.6% 24,677 $11.4M
TCW Group Inc. 0.10% Reduce -2.3% 24,646 $11.3M
Private Advisory Group LLC 1.43% Add +6.1% 24,638 $11.3M
Hudock, Inc. 1.95% Reduce -1.2% 24,584 $11.3M
Harspring Capital Management, LLC 2.68% Reduce -30.0% 24,500 $11.3M
Garner Asset Management Corp 3.86% Add +1.3% 24,478 $11.3M
Kingswood Wealth Advisors, LLC 0.80% Add +21.6% 24,446 $11.2M
Flputnam Investment Management Co. 0.20% Reduce -6.5% 24,852 $11.2M
IFG Advisory, LLC 0.72% Add +2.2% 24,411 $11.2M
Legacy Advisors, LLC 1.21% Add +86.4% 24,348 $11.2M
Fulton Bank, N.A. 0.43% Reduce -13.9% 24,275 $11.2M
Tradition Wealth Management, LLC 1.00% Reduce -0.7% 24,271 $11.2M
Carmel Capital Management L.L.C. 4.19% Reduce -0.6% 24,262 $11.2M
Northside Capital Management, LLC 1.74% Reduce -10.1% 24,207 $11.1M
LexAurum Advisors, LLC 2.45% Reduce -0.7% 24,024 $11.1M
Forvis Mazars Wealth Advisors, LLC 0.25% Add +8.5% 23,880 $11.0M
Caldwell Trust Co 1.15% Reduce -5.8% 23,850 $11.0M
Princeton Global Asset Management LLC 2.13% Add +2.5% 23,772 $10.9M
Nomura Holdings Inc. 0.08% Reduce -23.3% 23,735 $10.9M
SOA Wealth Advisors, LLC. 2.08% Reduce -0.9% 23,707 $10.9M
Zhang Financial LLC 0.69% Reduce -2.5% 23,699 $10.9M
Composition Wealth, LLC 0.25% Add +5.8% 23,691 $10.9M
Asset Advisors Investment Management, LLC 1.13% Reduce -9.2% 23,600 $10.9M
Moneco Advisors, LLC 1.35% Add +1.0% 23,562 $10.8M
Hikari Tsushin, Inc. 0.77% Add +0.6% 23,560 $10.8M
First Interstate Bank 0.66% Reduce -0.3% 23,514 $10.8M
Bennett Selby Investments LP 4.54% Reduce -0.2% 23,478 $10.8M
Walleye Trading LLC 0.26% Reduce -89.1% 23,406 $10.8M
Steel Grove Capital Advisors, LLC 1.51% Reduce -2.9% 23,541 $10.8M
B.O.S.S. Retirement Advisors, LLC 2.17% Add +17.0% 23,363 $10.8M
AMG National Trust Bank 0.29% Reduce -22.5% 23,247 $10.7M
Colonial Trust Advisors 0.92% Add +3.9% 23,189 $10.7M
Walter & Keenan Wealth Management LLC /in/ 3.23% Reduce -0.4% 23,109 $10.6M
Lorne Steinberg Wealth Management Inc. 3.07% Reduce -0.4% 23,089 $10.6M
Simmons Bank 0.77% Reduce -2.3% 23,039 $10.6M
Exchange Traded Concepts, LLC 0.25% Add +10.9% 22,957 $10.6M
Clarius Group, LLC 0.74% Add +2.1% 22,951 $10.5M
CORDA Investment Management, LLC. 0.82% Reduce -47.8% 22,876 $10.5M
Chronos Wealth Management, LLC 5.48% Add +0.1% 22,818 $10.5M
Chemung Canal Trust Co. 2.12% Add +25.3% 22,774 $10.5M
Buttonwood Financial Advisors Inc. 4.57% Reduce -2.1% 22,754 $10.5M
Principle Wealth Partners LLC 0.74% Add +0.1% 22,712 $10.5M
Cliftonlarsonallen Wealth Advisors, LLC 0.24% New 22,697 $10.4M
Titleist Asset Management, LLC 1.51% Add +59.0% 22,677 $10.4M
Harbour Investments, Inc. 0.31% Add +11.1% 22,601 $10.4M
Seaview Investment Managers LLC 3.10% Reduce -5.4% 22,387 $10.3M
Quadrant Capital Group LLC 0.71% Reduce -0.3% 22,360 $10.3M
Intrust Bank NA 1.03% Add +0.5% 22,326 $10.3M
Arete Wealth Advisors, LLC 0.88% Reduce -46.6% 22,288 $10.3M
Buckhead Capital Management LLC 3.23% Reduce -0.6% 22,213 $10.2M
Graypoint LLC 0.66% Add +4.4% 22,200 $10.2M
TAGStone Capital, Inc. 5.21% Add +0.2% 22,137 $10.2M
Navera Investment Management Ltd. 0.18% Reduce -23.2% 22,137 $10.2M
Cornerstone Wealth Group, LLC 0.84% Add +0.7% 22,126 $10.2M
Stone Run Capital, LLC 3.78% No change 22,050 $10.1M
Fenimore Asset Management Inc 0.20% Reduce -7.6% 22,041 $10.1M
Mill Creek Capital Advisors, LLC 0.24% Add +7.7% 22,033 $10.1M
Excalibur Management Corp. 3.87% Reduce -2.1% 22,026 $10.1M
Schechter Investment Advisors, LLC 0.75% Reduce -12.0% 22,016 $10.1M
Donaldson Capital Management, LLC 0.39% Add +2.4% 21,962 $10.1M
Howard Capital Management, LLC 0.17% Add +426.0% 21,946 $10.1M
Headlands Technologies LLC 1.16% Reduce -19.6% 21,899 $10.1M
Marietta Investment Partners LLC 2.14% No change 21,893 $10.1M
Arlington Financial Advisors, LLC 2.07% Reduce -1.4% 21,866 $10.1M
Lindbrook Capital, LLC 0.89% Add +23.3% 21,802 $10.0M
Tompkins Financial Corp. 0.96% Add +5.8% 21,774 $10.0M
Bristlecone Advisors, LLC 0.80% Reduce -1.4% 21,742 $10.0M
Delta Investment Management, LLC 2.04% Add +3.6% 21,739 $10.0M
Zacks Investment Management 0.09% New 21,739 $10.0M
Keeler Thomas Management LLC 3.16% Reduce -2.5% 21,736 $10.0M
PDS Planning, Inc 0.90% Add +3.6% 21,718 $10.0M
Riverstone Advisors, LLC 5.80% Reduce -0.4% 21,654 $10.0M
Commerzbank Aktiengesellschaft 0.27% Add +26.9% 21,638 $10.0M
Resonant Capital Advisors, LLC 0.73% Add +0.9% 21,510 $9.9M
Lakewood Asset Management LLC 6.74% Reduce -3.4% 21,425 $9.9M
AlphaCore Capital LLC 2.23% Add +3.2% 21,404 $9.9M
FFG Partners, LLC 3.73% New 21,327 $9.8M
VELA Investment Management, LLC 3.35% Reduce -19.9% 21,320 $9.8M
Blackhill Capital Inc. 0.56% Reduce -0.0% 21,241 $9.8M
Banque Cantonale Vaudoise 0.40% Reduce -34.2% 21,230 $9.8M
Sargent Investment Group, LLC 1.75% Add +4.5% 21,213 $9.8M
Wesbanco Bank Inc. 0.33% Add +4.0% 21,200 $9.8M
Financial Advocates Investment Management 0.55% Reduce -3.5% 21,164 $9.7M
Hartline Investment Corp./ 1.21% Reduce -1.2% 21,156 $9.7M
SeaBridge Investment Advisors LLC 2.38% Reduce -9.9% 21,131 $9.7M
Coastline Trust Co 1.14% Reduce -12.2% 21,108 $9.7M
Whalerock Point Partners, LLC 2.39% Add +0.4% 21,099 $9.7M
Evanson Asset Management, LLC 0.69% Reduce -0.5% 21,091 $9.7M
Regatta Capital Group, LLC 1.88% Add +0.9% 21,060 $9.7M
Armstrong Advisory Group, Inc. 0.80% Add +13.8% 21,057 $9.7M
Ashton Thomas Private Wealth, LLC 0.52% Add +1.7% 21,015 $9.7M
Trust Asset Management LLC 0.77% No change 20,872 $9.6M
Peoples Bank 6.43% No change 20,821 $9.6M
Centaurus Financial, Inc. 0.61% Add +0.1% 20,815 $9.6M
Moseley Investment Management Inc. 3.82% Add +0.5% 20,797 $9.6M
Meritage Portfolio Management 0.58% Reduce -1.9% 20,742 $9.5M
Koss-Olinger Consulting, LLC 0.83% Reduce -2.2% 20,677 $9.5M
Jackson Square Capital, LLC 2.36% Reduce -0.7% 20,677 $9.5M
Mayflower Financial Advisors, LLC 1.43% Add +0.4% 20,665 $9.5M
Sweeney & Michel, LLC 3.75% Add +0.2% 20,463 $9.5M
Corsair Capital Management, L.P. 2.24% Reduce -0.0% 20,548 $9.5M
Summit Global Investments 0.60% Add +30.0% 20,546 $9.5M
SAM Advisors, LLC 3.47% Reduce -1.3% 20,541 $9.5M
Brooktree Capital Management 7.68% Add +0.0% 20,536 $9.5M
GAMMA Investing LLC 0.94% Add +27.4% 20,522 $9.4M
Ar Asset Management Inc. 2.12% No change 20,518 $9.4M
Embree Financial Group 1.68% Add +0.7% 20,509 $9.4M
Fairfield Financial Advisors, LTD 3.23% Add +0.1% 20,497 $9.4M
RE Dickinson Investment Advisors, LLC 5.31% Add +1.6% 20,469 $9.4M
Verdence Capital Advisors LLC 0.75% Add +24.4% 20,455 $9.4M
Granite FO LLC 5.28% No change 20,280 $9.3M
TCI Wealth Advisors, Inc. 0.78% Reduce -3.0% 20,188 $9.3M
Harvey Capital Management Inc. 2.32% Reduce -0.1% 20,147 $9.3M
Main Street Financial Solutions, LLC 0.85% Add +16.8% 20,139 $9.3M
Glen Eagle Advisors, LLC 1.56% Add +5.7% 20,133 $9.3M
Goelzer Investment Management, Inc. 0.51% Reduce -8.1% 20,101 $9.3M
Boston Research & Management Inc. 2.16% Add +1.2% 20,094 $9.2M
Fagan Associates, Inc. 1.55% Reduce -0.2% 20,083 $9.2M
Citizens National Bank Trust Department 1.94% Reduce -8.4% 20,069 $9.2M
Weil Company, Inc. 3.02% Reduce -9.9% 19,999 $9.2M
Baldwin Investment Management, LLC 1.15% Reduce -3.8% 19,904 $9.2M
Northwest & Ethical Investments L.P. 0.24% Reduce -6.7% 19,874 $9.1M
EverSource Wealth Advisors, LLC 0.58% Add +4.8% 19,868 $9.1M
BBR Partners, LLC 0.70% No change 19,855 $9.1M
Fidelis Capital Partners, LLC 1.09% Add +15.6% 19,803 $9.1M
Woodstock Corp. 0.87% Add +1.4% 19,694 $9.1M
RFG Advisory, LLC 0.28% Add +0.5% 19,654 $9.0M
Financial Strategies Group, Inc. 2.12% Add +0.6% 19,665 $9.0M
Marietta Wealth Management, LLC 1.31% Add +1.7% 19,652 $9.0M
Marble Harbor Investment Counsel, LLC 0.99% No change 19,645 $9.0M
Certified Advisory Corp 1.00% Reduce -2.7% 19,527 $9.0M
McDonald Partners LLC 2.23% Add +2.2% 19,394 $8.9M
Silver Lake Advisory, LLC 1.99% Reduce -2.3% 19,394 $8.9M
Evoke Wealth, LLC 0.24% Add +860.0% 19,392 $8.9M
Graybill Wealth Management, LTD. 3.31% Reduce -1.2% 19,386 $8.9M
Little House Capital LLC 2.56% Add +16.7% 19,386 $8.9M
Ascent Group, LLC 0.68% Reduce -5.6% 19,363 $8.9M
Cooper Financial Group 1.15% Add +1.1% 19,217 $8.8M
Sound View Wealth Advisors Group, LLC 0.72% Add +9.7% 19,165 $8.8M
Edge Capital Group, LLC 0.39% Reduce -6.1% 19,155 $8.8M
Fort Point Capital Partners LLC 1.10% Add +2.1% 19,148 $8.8M
Jamison Private Wealth Management, Inc. 1.34% Add +3.0% 19,133 $8.8M
Heron Bay Capital Management 1.85% Reduce -6.9% 19,124 $8.8M
Pavion Blue Capital, LLC 4.10% Reduce -0.1% 19,116 $8.8M
Mitchell McLeod Pugh & Williams Inc. 1.83% Add +1.0% 19,097 $8.8M
ORG Partners LLC 1.41% Reduce -61.3% 19,048 $8.8M
WBH Advisory Inc. 0.83% Add +0.8% 18,988 $8.7M
Financial Insights, Inc. 2.84% Reduce -4.3% 18,976 $8.7M
Carmichael Hill & Associates, Inc. 3.23% Reduce -0.6% 18,972 $8.7M
Carolinas Wealth Consulting LLC 1.58% Add +11.7% 18,957 $8.7M
Tyler-Stone Wealth Management 1.65% Add +112.3% 18,933 $8.7M
Burford Brothers, Inc. 4.54% Add +13.8% 18,918 $8.7M
Dorsey & Whitney Trust CO LLC 0.46% Add +5.5% 18,910 $8.7M
Tortoise Investment Management, LLC 0.91% Add +1.9% 18,904 $8.7M
National Philanthropic Trust 0.16% Add +8.8% 18,883 $8.7M
Foster Group, Inc. 0.32% Reduce -1.1% 18,819 $8.7M
Heritage Investors Management Corp. 0.29% Reduce -0.3% 18,811 $8.7M
Murphy Pohlad Asset Management LLC 3.60% Reduce -2.5% 18,792 $8.6M
Cambridge Advisors Inc. 1.89% Reduce -0.1% 18,748 $8.6M
Moser Wealth Advisors, LLC 4.47% Add +0.8% 18,712 $8.6M
Investment House LLC 0.46% Add +63.4% 18,692 $8.6M
Strategy Asset Managers LLC 1.65% Reduce -10.2% 18,675 $8.6M
Costello Asset Management, INC 5.72% Add +1.9% 18,579 $8.6M
Autumn Glory Partners, LLC 3.29% Add +48.7% 18,567 $8.5M
SWAN Capital LLC 4.20% Reduce -27.6% 18,550 $8.5M
First Wilshire Securities Management Inc. 2.40% Reduce -0.2% 18,530 $8.5M
Capricorn Fund Managers Ltd 5.80% No change 18,515 $8.5M
Aviance Capital Partners, LLC 1.12% Add +0.8% 18,511 $8.5M
Royal Capital Wealth Management, LLC 6.00% Reduce -0.5% 18,446 $8.5M
LS Investment Advisors, LLC 1.25% Reduce -2.6% 18,439 $8.5M
International Assets Investment Management, LLC 0.69% Reduce -4.9% 18,411 $8.5M
Reaves W H & Co. Inc. 0.23% Reduce -12.1% 18,387 $8.5M
Bedel Financial Consulting, Inc. 1.19% Reduce -0.4% 18,377 $8.5M
PFG Investments, LLC 0.54% Add +20.6% 18,314 $8.4M
Hansen & Associates Financial Group, Inc. 4.45% New 18,265 $8.4M
Grandview Asset Management LLC 4.81% Reduce -1.5% 18,251 $8.4M
Councilmark Asset Management, LLC 5.64% No change 18,247 $8.4M
Stephens Consulting, LLC 2.15% Reduce -0.8% 18,216 $8.4M
Moody National Bank Trust Division 0.90% Add +95.1% 18,164 $8.4M
Tradewinds, LLC. 2.57% Add +1.8% 18,164 $8.4M
Vise Technologies, Inc. 1.06% Add +30.3% 18,105 $8.3M
Concourse Financial Group Securities, Inc. 0.50% Add +2.1% 18,087 $8.3M
Montis Financial, LLC 2.96% Reduce -1.8% 18,084 $8.3M
Benson Investment Management Company, Inc. 3.29% Reduce -0.6% 18,076 $8.3M
Dana Investment Advisors, Inc. 0.27% Add +26.5% 18,044 $8.3M
Cigna Investments Inc. 1.47% Reduce -0.8% 18,019 $8.3M
Tevis Investment Management 6.13% Add +2.3% 18,012 $8.3M
Baldwin Wealth Partners LLC 0.56% Add +11.2% 18,005 $8.3M
Salvus Wealth Management, LLC 5.08% Add +0.8% 17,992 $8.3M
Boston Partners 0.01% Reduce -99.3% 17,986 $8.3M
Clarity Wealth Advisors, LLC 2.41% Add +3.0% 17,983 $8.3M
Mechanics Bank Trust Department 1.10% Reduce -1.1% 17,969 $8.3M
Patriot Financial Group Insurance Agency, LLC 1.11% Add +5.1% 17,932 $8.3M
Castlekeep Investment Advisors LLC 5.63% Add +3.0% 17,922 $8.2M
Sandy Cove Advisors, LLC 3.36% Add +7.7% 17,908 $8.2M
Destiny Wealth Partners, LLC 1.45% Reduce -0.1% 17,905 $8.2M
Kinsale Capital Group, Inc. 2.43% Add +15.2% 17,902 $8.2M
Iowa State Bank 1.69% Add +0.1% 17,877 $8.2M
Sabal Trust CO 0.45% Add +0.1% 17,821 $8.2M
Curi Capital, LLC 0.19% Add +13.3% 17,780 $8.2M
Chiron Investment Management, LLC 2.87% New 17,741 $8.2M
Crawford Investment Counsel Inc. 0.14% Add +2.0% 17,697 $8.1M
Congress Park Capital LLC 3.02% Reduce -1.1% 17,684 $8.1M
Bank of New Hampshire 2.03% Reduce -1.1% 17,570 $8.1M
Codex Capital Asset Management L.L.C. 3.58% No change 17,525 $8.1M
Acas, LLC 6.64% Add +0.3% 17,485 $8.0M
Trust Point Inc. 0.60% Reduce -0.8% 17,454 $8.0M
Flagship Harbor Advisors, LLC 0.44% Reduce -0.8% 17,373 $8.0M
Circle Wealth Management, LLC 0.18% Reduce -0.7% 17,300 $8.0M
Brasada Capital Management, LP 1.39% Reduce -1.4% 17,390 $7.9M
High Note Wealth, LLC 2.27% Add +0.6% 17,251 $7.9M
Regal Investment Advisors LLC 0.56% Reduce -12.5% 17,245 $7.9M
First Horizon Advisors, Inc. 0.22% Add +0.1% 17,236 $7.9M
Capital Asset Advisory Services LLC 0.40% Add +4.3% 17,456 $7.9M
McDonough Capital Management, Inc 5.44% Add +1.3% 17,168 $7.9M
Kennon-Green & Company, LLC 6.56% Reduce -0.3% 17,160 $7.9M
Cascade Financial Partners, LLC 0.99% Reduce -1.6% 17,082 $7.9M
Laurel Wealth Advisors LLC 1.26% Add +0.7% 17,076 $7.9M
First Merchants Corp. 0.30% Reduce -41.2% 17,038 $7.8M
Birinyi Associates Inc. 2.25% Add +0.3% 16,993 $7.8M
DCM Advisors, LLC 3.93% Reduce -0.6% 16,965 $7.8M
Pflug Koory, LLC 0.52% — 16,943 $7.8M
Shorepath Capital Management LLC 5.70% Reduce -6.8% 16,901 $7.8M
Core Alternative Capital 1.50% Reduce -1.4% 16,882 $7.8M
Cornerstone Management, Inc. 1.62% Reduce -0.2% 16,881 $7.8M
GPS Wealth Strategies Group, LLC 1.03% Reduce -5.5% 16,875 $7.8M
Checchi Capital Advisers, LLC 0.58% Add +4.3% 16,826 $7.7M
Bridgewater Advisors Inc. 0.81% Add +0.2% 17,023 $7.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.21% Reduce -0.7% 16,788 $7.7M
Nilsine Partners, LLC 1.00% Reduce -1.1% 16,784 $7.7M
Traynor Capital Management, Inc. 0.63% Reduce -0.0% 16,772 $7.7M
3Chopt Investment Partners, LLC 2.75% Add +0.7% 16,695 $7.7M
Qtron Investments LLC 1.05% Add +6.1% 16,695 $7.7M
Adamsbrown Wealth Consultants LLC 2.66% Add +124.3% 16,656 $7.7M
Redmond Asset Management, LLC 2.40% Reduce -0.5% 16,655 $7.7M
GUNN & Co INVESTMENT MANAGEMENT, INC. 5.25% Reduce -91.0% 16,601 $7.6M
Tritonpoint Wealth, LLC 0.70% Reduce -4.8% 16,682 $7.6M
Capstone Investment Advisors, LLC 0.27% Reduce -52.1% 16,576 $7.6M
Legacy CG, LLC 2.49% Add +0.0% 16,572 $7.6M
Beddow Capital Management Inc. 3.24% Reduce -0.2% 16,565 $7.6M
B & T Capital Management DBA Alpha Capital Management 1.43% Reduce -2.5% 16,538 $7.6M
Leelyn Smith, LLC 1.37% Add +0.7% 16,508 $7.6M
Ellis Investment Partners, LLC 1.48% Reduce -0.0% 16,488 $7.6M
Watchman Group, Inc. 1.98% Reduce -1.5% 16,479 $7.6M
Old Port Advisors 2.10% Reduce -0.5% 16,451 $7.6M
Jaffetilchin Investment Partners, LLC 0.58% Add +8.8% 16,449 $7.6M
Connecticut Wealth Management, LLC 0.37% Add +1.4% 16,428 $7.6M
1ST Source Bank 0.42% Add +3.4% 16,349 $7.5M
L.M. Kohn & Company 1.91% Add +0.1% 16,348 $7.5M
Valicenti Advisory Services Inc. 1.93% New 16,348 $7.5M
Foyston, Gordon & Payne Inc 1.87% No change 16,323 $7.5M
Old West Investment Management, LLC 2.90% Add +8.6% 16,290 $7.5M
Pacifica Partners Inc. 3.08% Add +2.8% 16,217 $7.5M
Security National Bank of So Dak 4.15% Add +8.8% 16,213 $7.5M
Plancorp, LLC 0.30% Add +0.4% 16,208 $7.5M
Apella Capital, LLC 0.31% Add +3.5% 16,314 $7.5M
Fort Sheridan Advisors LLC 1.13% Add +2.4% 16,172 $7.4M
Avantax Planning Partners, Inc. 0.27% Reduce -11.9% 16,167 $7.4M
Pure Financial Advisors, LLC 0.18% Add +1.2% 16,151 $7.4M
Drive Wealth Management, LLC 1.93% Reduce -21.2% 16,125 $7.4M
Syon Capital LLC 0.66% Reduce -1.3% 16,105 $7.4M
Evergreen Private Wealth LLC 3.43% Add +1.2% 16,092 $7.4M
D L Carlson Investment Group Inc. 1.34% Reduce -1.3% 16,064 $7.4M
First PREMIER Bank 1.84% Reduce -0.6% 16,061 $7.4M
Bank of Hawaii 0.31% Add +1.7% 16,057 $7.4M
Frank, Rimerman Advisors LLC 0.52% Reduce -18.2% 15,985 $7.4M
Argent Financial Group, Inc. 0.87% — 15,938 $7.3M
Verition Fund Management LLC 0.06% Reduce -65.6% 15,914 $7.3M
Evolution Wealth Advisors, LLC 1.32% Add +0.7% 15,916 $7.3M
Douglas Lane & Associates, LLC 0.10% Reduce -5.1% 15,904 $7.3M
Aldebaran Financial Inc. 8.62% Add +0.2% 15,894 $7.3M
Interval Partners, LP 0.21% Add +23.8% 15,817 $7.3M
City Holding Co. 1.01% Add +3.3% 15,770 $7.3M
Icon Wealth Advisors, LLC 0.60% Add +3.9% 15,764 $7.3M
Aaron Wealth Advisors LLC 0.86% Add +9.8% 15,745 $7.2M
Pegasus Asset Management, Inc. 2.19% Reduce -1.7% 15,738 $7.2M
Stansberry Asset Management, LLC 0.96% Add +5.9% 15,716 $7.2M
Proficio Capital Partners LLC 0.72% Reduce -12.2% 15,708 $7.2M
Benedict Financial Advisors Inc. 1.70% Reduce -2.4% 15,661 $7.2M
Wambolt & Associates, LLC 1.98% Reduce -3.8% 15,757 $7.2M
Atlanta Consulting Group Advisors, LLC 1.79% Add +3.5% 15,655 $7.2M
Blue Fin Capital, Inc. 1.37% Reduce -2.7% 15,611 $7.2M
Global Trust Asset Management, LLC 2.66% Add +10.0% 15,577 $7.2M
Cross Staff Investments Inc 5.52% Add +0.5% 15,539 $7.2M
Channel Wealth LLC 2.35% Add +5.2% 15,519 $7.1M
Mission Creek Capital Partners, Inc. 1.66% Add +2.2% 15,514 $7.1M
Avestar Capital, LLC 0.78% Reduce -2.1% 15,480 $7.1M
Synergy Asset Management, LLC 1.08% Add +484.3% 15,478 $7.1M
Clayton Partners LLC 5.12% Reduce -0.9% 15,432 $7.1M
Old National Bancorp 0.16% Reduce -11.7% 15,369 $7.1M
Global Endowment Management, LP 0.71% Reduce -37.5% 15,357 $7.1M
CJM Wealth Advisers, Ltd. 2.42% Add +4.8% 15,317 $7.0M
WMS Partners, LLC 0.40% Add +32.2% 15,311 $7.0M
Akre Capital Management 0.06% Reduce -3.9% 15,274 $7.0M
Blue Zone Wealth Advisors, LLC 2.19% Add +2.1% 15,260 $7.0M
Knuff & Co LLC 2.14% Add +2.7% 15,241 $7.0M
Sage Mountain Advisors LLC 0.60% Add +0.7% 15,174 $7.0M
Vienna Asset Management LLC 5.15% Reduce -40.5% 15,161 $7.0M
Pinnacle Bancorp, Inc. 1.86% Add +9.3% 15,149 $7.0M
Independent Investors Inc. 1.41% No change 15,137 $7.0M
Apexium Financial, LP 0.46% Add +7.5% 15,135 $7.0M
Creegan & Nassoura Financial Group, LLC 4.36% Reduce -1.0% 15,035 $6.9M
Ascentis Independent Advisors 1.08% Reduce -0.7% 15,032 $6.9M
Plato Investment Management Ltd 0.56% No change 14,986 $6.9M
Stiles Financial Services Inc 2.43% Reduce -1.3% 14,964 $6.9M
TD Private Client Wealth LLC 0.20% Reduce -23.4% 14,962 $6.9M
Ethic Inc. 0.17% Reduce -20.0% 16,317 $6.9M
AllGen Financial Advisors, Inc. 2.22% Reduce -3.8% 14,849 $6.8M
Pointe Capital Management LLC 3.98% Reduce -6.4% 14,803 $6.8M
Wendell David Associates Inc. 0.65% Add +0.8% 14,790 $6.8M
Peterson Wealth Services 2.17% Add +3.4% 14,781 $6.8M
Strategic Planning Group, LLC 1.34% Add +4.4% 14,772 $6.8M
Manhattan West Asset Management, LLC 1.75% Add +1.6% 14,720 $6.8M
S&T Bank 1.78% Reduce -21.6% 14,720 $6.8M
Parkwood LLC 0.82% Reduce -1.5% 14,715 $6.8M
First National Corp. /Ma/ 1.50% Reduce -2.1% 14,686 $6.8M
Granite Bay Wealth Management, LLC 3.78% New 14,658 $6.7M
TRUE Private Wealth Advisors 0.80% Reduce -4.5% 14,641 $6.7M
Centered Wealth LLC dba Miller Equity Capital Advisors 2.63% Reduce -1.0% 14,630 $6.7M
RPg Family Wealth Advisory, LLC 2.17% Add +0.3% 14,609 $6.7M
Apriem Advisors 0.79% Reduce -0.0% 14,602 $6.7M
All Season Financial Advisors, Inc. 5.72% Add +7.4% 14,587 $6.7M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.02% Add +0.1% 14,586 $6.7M
Arrow Financial Corp 0.62% Reduce -0.8% 14,578 $6.7M
Westmount Partners, LLC 2.02% Add +0.3% 14,576 $6.7M
Teza Capital Management LLC 0.74% New 14,569 $6.7M
North Star Investment Management Corp. 0.46% Add +0.2% 14,548 $6.7M
Correct Capital Wealth Management 1.48% Reduce -0.1% 14,540 $6.7M
Xcel Wealth Management, LLC 1.97% Reduce -1.2% 14,516 $6.7M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.55% New 14,505 $6.7M
Arlington Partners LLC 2.61% Add +11.6% 14,471 $6.7M
Eaton Financial Holdings Company, LLC 2.71% — 14,457 $6.7M
RK Asset Management, LLC 5.11% Add +5.3% 14,436 $6.6M
Avidian Wealth Enterprises, LLC 0.30% Reduce -1.9% 14,415 $6.6M
RiverFront Investment Group, LLC 0.16% Add +48.3% 14,374 $6.6M
LVW Advisors, LLC 0.85% Reduce -3.6% 14,372 $6.6M
4J Wealth Management LLC 5.11% Reduce -0.9% 14,332 $6.6M
ARS Wealth Advisors Group, LLC 0.81% Add +1.8% 14,323 $6.6M
Siemens Fonds Invest GmbH 0.52% Reduce -17.2% 14,321 $6.6M
LM Advisors LLC 1.35% No change 14,321 $6.6M
Avalon Capital Management 2.00% Add +96.2% 14,317 $6.6M
Azimuth Capital Investment Management LLC 0.26% Reduce -7.3% 14,315 $6.6M
Genesee Capital Advisors, LLC 3.17% Reduce -3.1% 14,299 $6.6M
Elevation Point Wealth Partners, LLC 0.63% Reduce -51.9% 14,295 $6.6M
ICONIQ Capital, LLC 0.14% Reduce -55.1% 14,291 $6.6M
Appleton Partners Inc. 0.48% Reduce -0.4% 14,262 $6.6M
Thomas Story & Son LLC 2.67% Reduce -0.0% 14,240 $6.6M
Plante Moran Financial Advisors, LLC 0.56% Add +0.0% 14,227 $6.5M
Gerber Kawasaki Wealth & Investment Management 0.30% Add +12.3% 14,159 $6.5M
Brady Family Wealth, LLC 1.96% Add +0.1% 14,157 $6.5M
Platform Technology Partners 2.05% Add +1.5% 14,138 $6.5M
Nadler Financial Group, Inc. 0.72% Add +1.1% 14,132 $6.5M
Csenge Advisory Group 0.34% Add +11.2% 14,132 $6.5M
Sky Investment Group LLC 1.20% Add +0.2% 14,126 $6.5M
Udine Wealth Management, Inc. 4.56% Add +0.8% 14,056 $6.5M
Simplicity Wealth,LLC 0.60% Reduce -78.7% 14,050 $6.5M
WASHINGTON TRUST Co 0.23% Reduce -7.8% 14,032 $6.5M
Fielder Capital Group LLC 2.13% Reduce -1.4% 14,025 $6.5M
Carson Advisory Inc. 4.05% Add +1.7% 14,013 $6.4M
Signet Investment Advisory Group, Inc. 3.22% Add +0.4% 13,988 $6.4M
Biltmore Family Office, LLC 1.10% Add +2.8% 13,985 $6.4M
Sonata Capital Group Inc. 2.72% Add +3.1% 13,980 $6.4M
Blueprint Investment Partners LLC 1.17% Reduce -2.2% 13,962 $6.4M
Tower Bridge Advisors 0.68% No change 13,956 $6.4M
Bellwether Advisors, LLC 1.23% Add +3.7% 13,889 $6.4M
MSH Capital Advisors LLC 1.95% Add +1.3% 13,857 $6.4M
Evergreen Wealth Management, LLC 3.83% Add +14.4% 13,840 $6.4M
Muirfield Wealth Advisors LLC 5.40% Add +14.6% 13,817 $6.4M
Lake Street Private Wealth, LLC 1.03% Reduce -6.2% 13,816 $6.4M
Private Trust Co. NA 0.64% Reduce -0.0% 13,795 $6.3M
Cardiff Park Advisors, LLC 0.57% Reduce -1.3% 13,761 $6.3M
Security National Bank of Sioux City Iowa 3.86% Reduce -0.3% 13,740 $6.3M
Leuthold Group, LLC 0.70% Reduce -3.8% 13,738 $6.3M
CVA Family Office, LLC 1.02% Add +11.1% 13,661 $6.3M
Quantum Capital Management, LLC / NJ 0.65% Reduce -0.5% 13,661 $6.3M
Harvest Fund Management Co., Ltd 0.37% Add +375.5% 13,648 $6.3M
Schmidt P J Investment Management Inc. 1.08% Reduce -2.3% 13,634 $6.3M
Strong Tower Advisory Services 1.74% Add +4.4% 13,599 $6.3M
Patten Group, Inc. 1.39% Reduce -0.3% 13,570 $6.2M
Cardinal Point Capital Management ULC 1.04% Add +10.0% 13,556 $6.2M
Paradigm Capital Management, LLC 6.03% — 13,545 $6.2M
Capital Advisors Wealth Management, LLC 1.15% Add +2.0% 13,544 $6.2M
Trinity Legacy Partners, LLC 1.60% Reduce -0.7% 13,531 $6.2M
First Command Advisory Services, Inc. 0.06% Reduce -0.3% 13,504 $6.2M
Royce & Associates LP 0.06% No change 13,500 $6.2M
Oldfather Financial Services, LLC 2.39% Add +0.2% 13,472 $6.2M
Diligent Investors, LLC 1.44% Add +11.2% 13,457 $6.2M
Slow Capital, Inc. 0.95% Reduce -4.2% 13,418 $6.2M
Signature Estate & Investment Advisors LLC 0.14% Reduce -3.3% 13,407 $6.2M
Cloverfields Capital Group, LP 1.99% Reduce -8.1% 13,385 $6.2M
Compton Wealth Advisory Group, LLC 1.55% Add +28.4% 13,311 $6.1M
Spirepoint Private Client, LLC 0.81% Add +125.0% 13,302 $6.1M
TFC Financial Management, Inc. 0.97% Reduce -1.1% 13,259 $6.1M
Van Hulzen Asset Management, LLC 0.44% Reduce -9.8% 13,253 $6.1M
Delta Asset Management LLC 0.52% Reduce -1.5% 13,236 $6.1M
Center for Financial Planning, Inc. 0.83% Reduce -2.7% 13,228 $6.1M
M Holdings Securities, Inc. 1.53% Reduce -62.1% 13,215 $6.1M
Calton & Associates, Inc. 2.32% Add +71.3% 13,213 $6.1M
Bragg Financial Advisors, Inc 0.25% Reduce -0.4% 13,211 $6.1M
Y.D. More Investments Ltd 0.63% Reduce -0.5% 13,123 $6.1M
Pinion Investment Advisors, LLC 2.53% Reduce -0.8% 13,133 $6.0M
Aviso Financial Inc. 0.30% Reduce -8.1% 13,129 $6.0M
Martin & Co. Inc. 1.42% Reduce -0.7% 13,116 $6.0M
Nvest Financial, LLC 3.44% Reduce -1.1% 13,114 $6.0M
Ashton Thomas Securities, LLC 1.17% Add +15.3% 13,073 $6.0M
Uncommon Cents Investing LLC 1.69% Add +1.9% 13,071 $6.0M
Colonial Trust Co / SC 0.93% Add +2.5% 13,042 $6.0M
Samjo Management, LLC 2.07% No change 13,030 $6.0M
Lineweaver Wealth Advisors, LLC 1.14% Add +3.3% 13,022 $6.0M
Stelac Advisory Services LLC 2.42% Reduce -28.6% 12,978 $6.0M
Lynch & Associates 1.26% Reduce -0.5% 12,948 $6.0M
NJ State Employees Deferred Compensation Plan 0.71% No change 12,900 $5.9M
BigSur Wealth Management LLC 1.63% Add +17.3% 12,890 $5.9M
Guardian Wealth Advisors, LLC / NC 0.64% Reduce -0.8% 12,876 $5.9M
Granite Investment Partners, LLC 0.25% No change 12,819 $5.9M
Naviter Wealth, LLC 0.82% Reduce -2.3% 12,769 $5.9M
American Investment Services, Inc. 0.98% Add +1.0% 12,765 $5.9M
Ridgepath Capital Management LLC 4.68% Add +5.0% 12,748 $5.9M
Dodge & Cox 0.00% No change 12,703 $5.8M
Horan Capital Advisors, LLC. 1.94% Reduce -2.0% 12,680 $5.8M
OneAscent Financial Services LLC 4.19% Reduce -13.7% 12,646 $5.8M
Dagco, Inc. 2.39% Reduce -0.9% 12,629 $5.8M
Hodges Capital Management Inc. 0.37% Reduce -6.8% 12,619 $5.8M
Apollon Financial, LLC 1.70% Add +5.4% 12,593 $5.8M
Jacobs & Co. 0.58% Reduce -2.0% 12,592 $5.8M
Trivium Point Advisory, LLC 0.81% Reduce -0.6% 12,367 $5.8M
Howard Financial Services, LTD. 0.84% Reduce -0.3% 12,566 $5.8M
Ransom Advisory, Ltd 2.70% Reduce -2.7% 12,559 $5.8M
Parkside Financial Bank & Trust 0.81% Reduce -0.3% 12,559 $5.8M
Magnus Financial Group LLC 0.59% Reduce -3.5% 12,544 $5.8M
Atlas Capital Advisors Inc. 0.88% Add +1.6% 12,502 $5.8M
Alberta Investment Management Corp 0.05% Add +101.6% 12,500 $5.8M
Fullcircle Wealth LLC 2.58% Add +0.8% 12,528 $5.7M
Pine Valley Investments Ltd Liability Co 0.39% Reduce -14.0% 12,455 $5.7M
WNY Asset Management, LLC 0.67% Reduce -1.8% 12,452 $5.7M
Canton Hathaway, LLC 1.43% Reduce -0.8% 12,449 $5.7M
Game Plan Financial Advisors, LLC 3.05% Add +4.5% 12,436 $5.7M
Cornerstone Wealth Management, LLC 0.40% Add +0.4% 12,418 $5.7M
Aire Advisors, LLC 1.26% Add +8.6% 12,414 $5.7M
Conning Inc. 0.20% Reduce -1.2% 12,410 $5.7M
Hyperion Capital Advisors LP 2.68% No change 12,402 $5.7M
Core Wealth Partners LLC 3.46% Add +5.3% 12,398 $5.7M
Forbes J M & Co. LLP 0.56% Add +0.2% 12,396 $5.7M
Stonebridge Capital Management Inc. 2.26% Reduce -0.4% 12,379 $5.7M
Strategic Advisors LLC 1.06% Add +0.1% 12,364 $5.7M
Madison Park Capital Advisors, LLC 4.25% Add +1.8% 12,316 $5.7M
New Hampshire Trust 1.21% Reduce -0.4% 12,312 $5.7M
First Heartland Consultants, Inc. 0.61% Reduce -2.8% 12,297 $5.7M
Harbour Investment Management LLC 2.50% Reduce -0.3% 12,277 $5.7M
Cornell Pochily Investment Advisors, Inc. 1.96% Reduce -0.9% 12,275 $5.6M
Confluence Wealth Services, Inc. 0.41% Reduce -1.6% 12,268 $5.6M
Gratus Wealth Advisors, LLC 0.92% Add +4.4% 12,403 $5.6M
Southland Equity Partners LLC 1.37% Add +47.3% 12,220 $5.6M
Waddell & Associates, LLC 0.68% Add +0.5% 12,212 $5.6M
Mason & Associates Inc 1.40% Reduce -0.6% 12,173 $5.6M
Norden Group LLC 0.66% Add +94.7% 12,169 $5.6M
Permanens Capital L.P. 1.14% Reduce -11.0% 12,151 $5.6M
Chase Investment Counsel Corp. 1.86% Reduce -1.1% 12,151 $5.6M
LMG Wealth Partners, LLC 1.28% Add +142.3% 12,107 $5.6M
Olstein Capital Management, L.P. 0.95% Reduce -10.4% 12,100 $5.6M
Whitener Capital Management, Inc. 1.58% Add +1.3% 12,089 $5.6M
GTS Securities LLC 0.11% Reduce -74.6% 12,087 $5.6M
Capital City Trust Co. 1.38% Add +3.8% 12,084 $5.6M
Capasso Planning Partners LLC 1.64% Reduce -14.2% 12,053 $5.5M
Pacific Sun Financial Corp 3.06% Reduce -1.2% 12,047 $5.5M
James Investment Research, Inc. 0.64% Add +0.9% 12,046 $5.5M
Merrion Investment Management Co, LLC 3.64% Add +0.1% 11,994 $5.5M
Hillcrest Wealth Advisors - NY, LLC 2.75% No change 11,986 $5.5M
Cozad Asset Management Inc. 0.53% Reduce -12.3% 11,975 $5.5M
Intrepid Capital Management Inc. 3.06% Reduce -5.0% 11,969 $5.5M
Goodman Advisory Group, LLC 1.57% Reduce -11.1% 11,968 $5.5M
Scott & Selber, Inc. 1.71% Reduce -0.4% 11,941 $5.5M
Root Financial Partners, LLC 0.88% New 11,938 $5.5M
Hedeker Wealth, LLC 1.46% Add +0.7% 11,929 $5.5M
Union Heritage Capital, LLC 2.02% No change 11,916 $5.5M
City State Bank 2.00% Reduce -8.9% 11,904 $5.5M
Earned Wealth Advisors, LLC 1.67% Reduce -4.8% 11,902 $5.5M
GeoWealth Management, LLC 0.19% Add +32.4% 11,901 $5.5M
Symphony Financial, Ltd. Co. 0.90% Add +1.4% 11,937 $5.5M
Marathon Capital Management 1.33% Reduce -0.4% 11,845 $5.5M
Leonteq Securities AG 0.64% Add +24.4% 11,831 $5.4M
Hancock Whitney Corp. 0.18% Add +0.0% 11,825 $5.4M
Advisors Asset Management, Inc. 0.10% Reduce -1.0% 11,791 $5.4M
Archford Capital Strategies, LLC 0.82% Add +5.7% 11,787 $5.4M
Perennial Investment Advisors, LLC 0.70% Reduce -2.7% 11,755 $5.4M
CPC Advisors, LLC 0.80% Reduce -0.5% 11,741 $5.4M
Garrett Wealth Advisory Group, LLC 1.33% Add +28.5% 11,723 $5.4M
AdvisorNet Financial, Inc 0.40% Add +9.4% 11,709 $5.4M
Blume Capital Management, Inc. 1.22% Reduce -0.5% 11,695 $5.4M
Vickerman Investment Advisors, Inc. 1.58% Reduce -1.1% 11,693 $5.4M
Reynders McVeigh Capital Management, LLC 0.28% Reduce -0.1% 11,686 $5.4M
Sepio Capital, LP 0.42% Reduce -2.4% 11,625 $5.4M
Trust Co of the South 1.13% No change 11,622 $5.3M
Resolute Wealth Strategies, LLC 2.78% Reduce -1.1% 11,621 $5.3M
Sivia Capital Partners, LLC 3.16% Add +1.7% 11,610 $5.3M
CIC Wealth, LLC 1.38% Add +1.3% 11,592 $5.3M
Hilltop National Bank 1.62% Reduce -1.7% 11,563 $5.3M
Greenup Street Wealth Management LLC 1.10% Add +76.1% 11,541 $5.3M
Leibman Financial Services, Inc. 3.76% Reduce -0.2% 11,536 $5.3M
Erste Asset Management GmbH 0.06% Add +1.0% 11,669 $5.3M
SMART Wealth LLC 2.08% Reduce -0.5% 11,524 $5.3M
Bellecapital International Ltd. 1.06% No change 11,509 $5.3M
XXEC, Inc. 4.00% Reduce -0.7% 11,500 $5.3M
Basepoint Wealth LLC 3.89% Reduce -3.1% 11,474 $5.3M
Central Pacific Bank - Trust Division 0.70% Add +0.5% 11,455 $5.3M
Capital Investment Advisory Services, LLC 0.50% Reduce -9.0% 11,443 $5.3M
First National Bank Sioux Falls 2.38% No change 11,383 $5.2M
Flagstone Financial Management 1.75% Add +9.6% 11,363 $5.2M
NorthCrest Asset Manangement, LLC 0.16% Reduce -1.9% 11,351 $5.2M
Fiera Capital Corp 0.02% No change 11,349 $5.2M
Journey Strategic Wealth LLC 0.19% Add +146.3% 11,344 $5.2M
StoneX Group Inc. 0.38% Reduce -1.1% 11,335 $5.2M
Eagle Capital Management, LLC 2.17% Add +0.2% 11,328 $5.2M
Richmond Brothers, Inc. 3.21% Reduce -11.2% 11,312 $5.2M
Compass Ion Advisors, LLC 0.64% Add +7.2% 11,286 $5.2M
Sterling Capital Management LLC 0.07% — 11,276 $5.2M
SGL Investment Advisors, Inc. 2.71% — 11,092 $5.2M
Supplemental Annuity Collective Trust of NJ 1.53% No change 11,250 $5.2M
Northwest Wealth Management, LLC 1.21% Reduce -20.6% 11,227 $5.2M
Denali Advisors LLC 0.55% Add +250.3% 11,210 $5.2M
Priebe Wealth Holdings LLC 3.75% Add +3.2% 11,196 $5.2M
Strategic Wealth Partners, Ltd. 0.50% Add +1.8% 11,195 $5.2M
Balefire, LLC 1.74% Reduce -8.9% 11,187 $5.1M
Avaii Wealth Management, LLC 2.59% Add +7.0% 11,165 $5.1M
Webster Bank, N. A. 0.55% Reduce -1.8% 11,138 $5.1M
Napatree Capital LLC 3.57% Add +1.0% 11,122 $5.1M
ING Groep NV 0.03% Reduce -92.0% 11,112 $5.1M
Harfst & Associates, Inc. 1.15% Add +2.1% 11,110 $5.1M
Sloy Dahl & Holst, LLC 0.87% Reduce -2.0% 11,102 $5.1M
J. W. Coons Advisors, LLC 0.95% Reduce -1.4% 11,076 $5.1M
Ballast Advisors LLC 1.57% Reduce -1.1% 11,044 $5.1M
Griffin Asset Management, Inc. 0.57% Reduce -0.7% 11,034 $5.1M
Oak Family Advisors, LLC 1.83% Reduce -0.7% 11,022 $5.1M
Analyst IMS Investment Management Services Ltd. 0.19% Reduce -0.3% 11,018 $5.1M
Lanark Financial, Inc. 0.43% Add +12.7% 11,015 $5.1M
McAlister, Sweet & Associates, Inc. 4.19% Add +35.6% 11,012 $5.1M
Osprey Private Wealth LLC 3.55% — 11,005 $5.1M
Bislett Management, LLC 3.39% No change 11,000 $5.1M
Curtis Advisory Group, LLC 1.43% No change 10,972 $5.0M
IPG Investment Advisors LLC 1.10% Add +51.4% 10,967 $5.0M
Criterion Capital Advisors, LLC 3.18% No change 12,408 $5.0M
Quotient Wealth Partners, LLC 0.17% Reduce -2.9% 10,933 $5.0M
HCR Wealth Advisors 0.66% Add +0.1% 10,932 $5.0M
Sterling Investment Counsel, LLC 1.78% Add +0.7% 10,879 $5.0M
AIMZ Investment Advisors, LLC 1.71% Reduce -0.5% 10,877 $5.0M
Gallacher Capital Management LLC 2.30% Reduce -2.3% 10,867 $5.0M
Tiller Private Wealth, Inc. 2.07% No change 10,844 $5.0M
Callan Family Office, LLC 0.84% Add +14.5% 10,829 $5.0M
Clare Market Investments LLC 1.31% Add +50.6% 10,825 $5.0M
Concord Wealth Partners 0.83% Add +7.4% 10,824 $5.0M
CRA Financial Services, LLC 0.91% Add +2.8% 10,823 $5.0M
Formidable Asset Management, LLC 0.80% Add +2.1% 10,820 $5.0M
Tilia Fiduciary Partners, Inc. 3.45% Add +52.6% 10,812 $5.0M
McIlrath & Eck, LLC 0.64% Add +17.1% 10,807 $5.0M
Cape Cod Five Cents Savings Bank 0.46% Reduce -8.5% 10,799 $5.0M
NavPoint Financial, Inc. 4.00% No change 10,784 $5.0M
Diversify Wealth Management, LLC 0.48% Reduce -1.4% 10,774 $5.0M
QV Investors Inc. 0.44% Add +0.7% 10,776 $5.0M
GS Investments, Inc. 2.21% Add +0.1% 10,767 $5.0M
MIdWestOne Financial Group, Inc. 0.68% Add +0.9% 10,750 $4.9M
HTLF Bank 0.54% Reduce -9.4% 10,734 $4.9M
Allred Capital Management, LLC 1.94% Reduce -0.1% 10,730 $4.9M
Nova R Wealth, Inc. 2.43% Reduce -0.7% 10,717 $4.9M
Sumitomo Life Insurance Co. 0.10% Add +2.7% 10,695 $4.9M
X-Square Capital, LLC 1.66% Add +3.1% 10,691 $4.9M
Institute for Wealth Management, LLC. 0.62% Reduce -0.4% 10,676 $4.9M
Angeles Wealth Management, LLC 0.42% Add +9.1% 10,672 $4.9M
Pinnacle Wealth Planning Services, Inc. 0.67% Add +9.0% 10,670 $4.9M
Nixon Peabody Trust Co. 0.41% Add +39.4% 10,658 $4.9M
Good Life Advisors, LLC 0.30% Add +17.2% 10,636 $4.9M
Marks Group Wealth Management, Inc 0.47% Add +2.7% 10,632 $4.9M
Epiq Partners, LLC 2.79% Reduce -0.0% 10,626 $4.9M
Legacy Financial Strategies, LLC 1.08% Add +4.2% 10,616 $4.9M
Ellsworth Advisors, LLC 1.26% Reduce -2.8% 10,603 $4.9M
Delta Financial Advisors LLC 1.77% Reduce -1.7% 10,593 $4.9M
Legacy Financial Group LLC 0.94% Add +0.9% 10,592 $4.9M
Heartland Advisors Inc. 0.26% Reduce -3.2% 10,591 $4.9M
Soltis Investment Advisors LLC 0.48% Add +2.7% 10,581 $4.9M
Financial Engines Advisors L.L.C. 0.01% Add +4.4% 10,579 $4.9M
Van Cleef Asset Management,Inc 0.54% Add +31.0% 10,569 $4.9M
San Luis Wealth Advisors LLC 1.00% Add +11.5% 10,568 $4.9M
Dash Acquisitions Inc. 1.18% Add +3.1% 10,683 $4.9M
Cohen & Steers, Inc. 0.01% No change 10,507 $4.8M
Advisory Alpha, LLC 0.17% Add +0.4% 10,501 $4.8M
Krilogy Financial LLC 0.33% Reduce -18.6% 10,478 $4.8M
Dudley Capital Management, LLC 2.52% No change 10,458 $4.8M
Focused Wealth Management, Inc 0.65% Reduce -0.1% 10,454 $4.8M
Capital Wealth Alliance, LLC 2.79% Reduce -1.2% 10,440 $4.8M
Tiemann Investment Advisors, LLC 2.07% Reduce -2.8% 10,438 $4.8M
MBL Wealth, LLC 0.52% Reduce -0.7% 10,411 $4.8M
Essex Bank 1.19% Add +5.7% 10,383 $4.8M
Acropolis Investment Management, LLC 0.28% Add +4.9% 10,382 $4.8M
Parisi Gray Wealth Management 1.58% Reduce -0.3% 10,379 $4.8M
First Citizens Financial Corp 2.53% Add +0.2% 10,374 $4.8M
Bluespring Wealth Management, LLC 0.48% Add +1.3% 10,372 $4.8M
Global Assets Advisory, LLC 2.61% New 10,426 $4.8M
Balyasny Asset Management L.P. 0.01% Add +45.4% 10,337 $4.8M
Calamos Wealth Management LLC 0.25% Reduce -29.5% 10,329 $4.8M
Wescott Financial Advisory Group, LLC 0.51% No change 10,297 $4.7M
Rossmore Private Capital 0.59% No change 10,294 $4.7M
SageView Advisory Group, LLC 0.24% Reduce -15.8% 10,288 $4.7M
Wintrust Investments LLC 3.50% Reduce -90.0% 10,282 $4.7M
Constitution Capital LLC 2.52% Add +1577.9% 10,269 $4.7M
Trust Co 0.57% Reduce -3.3% 10,254 $4.7M
First City Capital Management, Inc. 2.43% Add +2.2% 10,240 $4.7M
Hixon Zuercher, LLC 1.84% Reduce -1.1% 10,226 $4.7M
Everhart Financial Group, Inc. 1.04% Add +11.3% 10,223 $4.7M
Smartleaf Asset Management LLC 0.57% Add +75.4% 10,280 $4.7M
LBMC Investment Advisors, LLC 0.37% No change 10,201 $4.7M
Alexander Labrunerie & Co., Inc. 2.18% Add +0.1% 10,193 $4.7M
Seamount Financial Group Inc. 3.53% Reduce -0.4% 10,186 $4.7M
Banco BTG Pactual S.A. 1.22% Add +13.7% 10,184 $4.7M
Washington Trust Bank 0.45% Add +2.2% 10,180 $4.7M
Executive Wealth Management, LLC 0.37% New 10,180 $4.7M
BWM Planning, LLC 2.08% — 10,167 $4.7M
Godshalk Welsh Capital Management, Inc. 2.95% Reduce -3.2% 10,153 $4.7M
Investment Management Associates Inc. 1.84% Reduce -6.7% 10,147 $4.7M
FSB Premier Wealth Management, Inc. 1.91% Add +9.3% 10,147 $4.7M
First National Advisers, LLC 0.74% Add +0.9% 10,136 $4.7M
Truepoint, Inc. 0.13% Reduce -4.2% 5,632 $4.7M
Verdad Advisers, LP 6.21% Add +52.4% 10,099 $4.6M
Beacon Investment Advisory Services, Inc. 0.19% Add +5.1% 10,071 $4.6M
Regent Peak Wealth Advisors LLC 1.06% Add +0.5% 10,056 $4.6M
Keel Point, LLC 0.39% Reduce -1.3% 10,054 $4.6M
Bill Few Associates, Inc. 1.64% Reduce -0.9% 10,032 $4.6M
Rockingstone Advisors LLC 2.26% Reduce -0.2% 10,016 $4.6M
Drucker Wealth 3.0, LLC 1.11% Add +3.3% 10,005 $4.6M
Cypress Wealth Services, LLC 0.95% Add +7.3% 9,999 $4.6M
CFM Wealth Partners LLC 0.80% Add +36.9% 9,999 $4.6M
Canvas Wealth Advisors, LLC 1.27% Add +3.1% 9,991 $4.6M
Stonehage Fleming Financial Services Holdings Ltd 0.12% Reduce -1.0% 9,986 $4.6M
L. Roy Papp & Associates, LLP 0.55% No change 9,940 $4.6M
Certuity, LLC 0.49% Add +8.2% 9,929 $4.6M
Marino, Stram & Associates LLC 1.02% Add +0.3% 9,905 $4.6M
Bull Street Advisors, LLC 2.12% Reduce -0.5% 9,903 $4.6M
Lathrop Investment Management Co. 0.85% Reduce -4.6% 9,900 $4.6M
Johnson Bixby & Associates, LLC 0.69% Reduce -6.1% 9,891 $4.6M
Vestmark Advisory Solutions, Inc. 0.17% Add +3.1% 9,868 $4.5M
Professional Financial Advisors, LLC 1.18% Add +3.3% 9,862 $4.5M
Red Mountain Financial, LLC 4.82% Reduce -1.8% 9,854 $4.5M
Tru Independence Asset Management 2, LLC 3.82% — 9,848 $4.5M
Mengis Capital Management, Inc. 0.90% Add +1.1% 9,848 $4.5M
SRH Advisors, LLC 1.37% No change 9,832 $4.5M
TrinityPoint Wealth, LLC 0.65% Reduce -1.0% 9,813 $4.5M
Islay Capital Management, LLC 3.05% No change 9,810 $4.5M
Baker Avenue Asset Management, LP 0.14% Add +84.3% 9,804 $4.5M
Brooklyn Investment Group 1.48% Add +4.8% 9,774 $4.5M
Nvwm, LLC 1.14% Add +0.4% 9,771 $4.5M
Personal Cfo Solutions, LLC 0.63% Add +3.9% 9,763 $4.5M
J. Stern & Co. LLP 0.48% No change 9,755 $4.5M
Highline Wealth Partners LLC 1.50% Add +5.7% 9,748 $4.5M
JSF Financial, LLC 1.31% Add +13.9% 9,718 $4.5M
Nottingham Advisors, Inc. 0.49% No change 9,713 $4.5M
Wolf Group Capital Advisors 2.12% Reduce -6.6% 13,085 $4.5M
Conway Capital Management, Inc. 2.16% Add +1.6% 9,685 $4.5M
Sunbelt Securities, Inc. 0.44% Reduce -1.7% 9,658 $4.4M
Compass Financial Group, INC 0.87% Add +2.1% 9,651 $4.4M
BOK Financial Private Wealth, Inc. 0.32% Add +7.7% 9,650 $4.4M
Avitas Wealth Management LLC 0.62% Add +1.4% 9,626 $4.4M
Quadcap Wealth Management, LLC 0.69% Add +10.2% 9,625 $4.4M
Traphagen Investment Advisors LLC 0.45% Add +0.3% 9,617 $4.4M
Brandywine Oak Private Wealth LLC 0.43% Add +1.7% 9,614 $4.4M
Resurgent Financial Advisors LLC 2.60% Add +2.1% 9,611 $4.4M
NorthStar Asset Management LLC 2.95% Reduce -1.3% 9,604 $4.4M
Concentrum Wealth Management 1.72% Add +29.2% 9,604 $4.4M
American Money Management, LLC 0.88% Reduce -0.3% 9,604 $4.4M
Garden State Investment Advisory Services LLC 1.42% Add +7.9% 9,601 $4.4M
Algert Global LLC 0.12% New 9,599 $4.4M
Taylor Financial Group, Inc. 3.05% No change 9,593 $4.4M
E Fund Management Co., Ltd. 0.23% Add +7.7% 9,585 $4.4M
Auto-Owners Insurance Co 0.11% No change 9,580 $4.4M
Lantz Financial LLC 1.19% Add +0.9% 9,566 $4.4M
Family Manage LLC 0.73% Reduce -49.7% 9,566 $4.4M
Easterly Investment Partners LLC 0.35% Reduce -16.6% 9,564 $4.4M
Concord Asset Management, LLC 0.99% Add +9.9% 9,563 $4.4M
R.H. Dinel Investment Counsel, Inc. 2.75% No change 9,550 $4.4M
Brown, Lisle/Cummings, Inc. 1.33% Reduce -2.0% 9,545 $4.4M
Grant/GrossMendelsohn, LLC 1.89% Add +0.2% 9,547 $4.4M
Jackson Wealth Management, LLC 0.52% Add +75.7% 9,534 $4.4M
Woodard & Co. Asset Management Group Inc. 0.99% Add +3.4% 9,528 $4.4M
Herbst Group, LLC 2.71% Reduce -0.7% 9,516 $4.4M
Modus Advisors, LLC 1.44% Reduce -1.5% 9,515 $4.4M
Smith, Moore & Co. 0.42% Add +3.3% 9,508 $4.4M
SignalPoint Asset Management, LLC 1.02% Reduce -1.6% 9,552 $4.4M
Pine Haven Investment Counsel, Inc 3.54% Reduce -3.8% 9,492 $4.4M
Wealth Alliance Advisory Group, LLC 0.92% Add +5.3% 9,491 $4.4M
Oakworth Capital, Inc. 0.30% Reduce -1.1% 9,483 $4.4M
IMS Capital Management 1.96% Reduce -0.5% 9,456 $4.4M
Pring Turner Capital Group Inc. 2.75% Reduce -1.3% 9,451 $4.3M
EagleClaw Capital Managment, LLC 0.73% Reduce -7.5% 9,435 $4.3M
Skyline Advisors, Inc. 1.79% Reduce -0.7% 9,432 $4.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.37% Add +162.6% 9,424 $4.3M
Cidel Asset Management Inc. 0.31% New 9,418 $4.3M
Valley National Advisers Inc. 0.78% Reduce -9.1% 9,417 $4.3M
Catalyst Financial Partners LLC 0.85% Add +1.3% 9,391 $4.3M
WPWealth LLP 0.90% New 9,385 $4.3M
DORCHESTER WEALTH MANAGEMENT Co 0.79% Reduce -13.0% 9,382 $4.3M
Schnieders Capital Management LLC 0.83% Add +8.8% 9,375 $4.3M
Cumberland Partners Ltd 0.30% Reduce -1.0% 9,367 $4.3M
Pinkerton Wealth, LLC 0.63% Add +1.6% 9,365 $4.3M
Lodestar Private Asset Management LLC 0.55% Reduce -0.4% 9,365 $4.3M
Klingman & Associates, LLC 0.27% Add +16.4% 9,350 $4.3M
Addison Advisors LLC 1.19% Reduce -0.0% 9,339 $4.3M
Garde Capital, Inc. 0.28% Reduce -1.4% 9,291 $4.3M
National Wealth Management Group, LLC 2.90% Add +13.3% 9,288 $4.3M
America First Investment Advisors, LLC 0.96% Reduce -13.0% 9,260 $4.3M
Oarsman Capital, Inc. 0.79% Add +93.7% 9,245 $4.3M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.42% Reduce -1.9% 9,243 $4.3M
Sonora Investment Management Group, LLC 0.32% Add +5.5% 9,238 $4.3M
Phoenix Wealth Advisors 1.97% Reduce -55.5% 9,212 $4.2M
Forte Capital LLC 0.48% Add +0.8% 9,185 $4.2M
Bison Wealth, LLC 0.67% Reduce -29.5% 9,172 $4.2M
Alpha Omega Wealth Management LLC 0.77% Add +0.1% 9,157 $4.2M
Adirondack Trust Co. 1.62% Reduce -0.0% 9,154 $4.2M
Shepherd Kaplan Krochuk, LLC 3.17% Add +2.6% 9,126 $4.2M
Norway Savings Bank 2.27% Add +0.5% 9,112 $4.2M
Northstar Advisory Group, LLC 2.17% New 9,082 $4.2M
Pullen Investment Management, LLC 3.03% Reduce -1.8% 9,013 $4.1M
English Capital Management LLC 3.03% Reduce -99.8% 6 $4.1M
Clearstead Trust, LLC 0.99% Add +1.0% 9,004 $4.1M
Kwmg, LLC 0.42% Reduce -0.3% 8,978 $4.1M
LPWM LLC 1.35% No change 9,114 $4.1M
Engineers Gate Manager LP 0.08% Add +157.2% 8,967 $4.1M
Roman Butler Fullerton & Co. 1.24% Reduce -1.6% 8,907 $4.1M
RKL Wealth Management LLC 0.37% Add +2.8% 8,954 $4.1M
Cadence Bank 0.28% Reduce -2.9% 8,953 $4.1M
Spectrum Asset Management, Inc. (NB/CA) 1.74% Add +0.1% 8,950 $4.1M
Sentry Investment Management LLC 1.73% Reduce -0.1% 8,947 $4.1M
LWM Advisory Services, LLC 3.05% Add +10.4% 8,937 $4.1M
Dorsey Wright & Associates 0.97% Reduce -1.4% 8,933 $4.1M
180 Wealth Advisors, LLC 0.65% Add +2.5% 8,933 $4.1M
Winthrop Advisory Group LLC 0.51% Reduce -0.7% 8,923 $4.1M
Chaney Capital Management, Inc. 2.30% No change 8,909 $4.1M
Waters Parkerson & Co., LLC 0.21% No change 8,906 $4.1M
Advisor Resource Council 1.86% New 8,903 $4.1M
Sage Advisors, LLC 3.23% Add +14.3% 8,899 $4.1M
TCV Trust & Wealth Management, Inc. 0.37% Reduce -1.4% 8,864 $4.1M
HBW Advisory Services LLC 0.60% Add +6.8% 8,856 $4.1M
Patton Albertson Miller Group, LLC 0.55% Add +0.3% 8,851 $4.1M
Marcum Wealth, LLC 0.38% Add +2.5% 8,851 $4.1M
CHICAGO TRUST Co NA 0.73% Add +2.0% 8,850 $4.1M
Pacific Center for Financial Services 1.07% Add +3.7% 8,841 $4.1M
Orser Capital Management, LLC 2.91% Reduce -0.1% 8,838 $4.1M
Physicians Financial Services, Inc. 1.26% Add +0.9% 8,835 $4.1M
Thurston, Springer, Miller, Herd & Titak, Inc. 1.13% Add +14.9% 8,829 $4.1M
Balboa Wealth Partners 1.02% Reduce -2.2% 8,824 $4.1M
Private Capital Management LLC 0.73% Add +8.8% 8,823 $4.1M
Morse Asset Management, Inc 0.89% Add +18.9% 8,823 $4.1M
Meiji Yasuda Life Insurance Co 0.08% Reduce -11.3% 8,814 $4.1M
Advisor OS, LLC 0.40% Reduce -8.6% 8,806 $4.1M
Chapin Davis, Inc. 1.31% Add +0.5% 8,799 $4.0M
Bouchey Financial Group, Ltd. 0.36% Reduce -0.1% 8,735 $4.0M
Ausdal Financial Partners, Inc. 0.42% Add +1.7% 8,683 $4.0M
Western Pacific Wealth Management, LP 2.66% Add +3.0% 8,674 $4.0M
NTV Asset Management LLC 0.53% Add +0.2% 8,647 $4.0M
Silver Oak Securities, Incorporated 0.42% Add +24.5% 8,931 $4.0M
Smith & Howard Wealth Management, LLC 1.12% Reduce -17.4% 8,623 $4.0M
Patten & Patten Inc. 0.26% Reduce -0.3% 8,615 $4.0M
Deane Retirement Strategies, Inc. 1.93% Reduce -0.3% 8,613 $4.0M
Crosspoint Financial, LLC 13.61% No change 8,605 $4.0M
Insight Advisors, LLC/ PA 0.69% Reduce -0.6% 8,597 $4.0M
KKM Financial LLC 1.95% Add +4.6% 8,579 $3.9M
Deltec Asset Management LLC 0.78% No change 8,578 $3.9M
Jupiter Wealth Management LLC 2.02% Add +2.7% 8,558 $3.9M
Long Island Wealth Management, Inc. 2.58% No change 8,552 $3.9M
Weatherly Asset Management L. P. 0.34% Add +24.3% 8,538 $3.9M
Neo Ivy Capital Management 1.27% Reduce -48.0% 8,522 $3.9M
Clarity Capital Advisors, LLC 2.81% Add +0.2% 8,501 $3.9M
Premier Path Wealth Partners, LLC 0.62% Add +0.3% 8,489 $3.9M
My Personal CFO, LLC 2.14% Reduce -2.6% 8,472 $3.9M
Vest Financial, LLC 0.07% Add +200.8% 8,458 $3.9M
Cim Investment Management Inc. 1.15% Reduce -1.8% 8,457 $3.9M
Vance Wealth, LLC 1.47% Add +1.3% 8,443 $3.9M
First American Trust, FSB 0.39% Reduce -2.0% 8,441 $3.9M
FWL Investment Management, LLC 1.49% Add +245.7% 8,438 $3.9M
Hartford Financial Management Inc. 0.79% Reduce -0.1% 8,399 $3.9M
Semmax Financial Advisors Inc. 1.06% Reduce -5.2% 8,288 $3.9M
Aurora Private Wealth, Inc. 3.03% Reduce -0.1% 8,380 $3.9M
BCGM Wealth Management, LLC 1.25% Add +0.9% 8,380 $3.9M
Rede Wealth, LLC 1.47% Reduce -0.1% 8,353 $3.8M
Catalina Capital Group, LLC 1.30% Add +7.9% 8,336 $3.8M
Clark Capital Management Group, Inc. 0.03% Reduce -10.0% 8,317 $3.8M
Continuum Advisory, LLC 0.49% Add +6.6% 8,177 $3.8M
General Partner, Inc. 2.37% No change 8,305 $3.8M
First Eagle Investment Management, LLC 0.01% Add +36.1% 8,304 $3.8M
Kaye Capital Management 1.53% Add +1.3% 8,302 $3.8M
Diversify Advisory Services, LLC 0.21% Add +3.2% 8,276 $3.8M
Heritage Investment Group, Inc. 0.72% Reduce -39.8% 2,670 $3.8M
Aull & Monroe Investment Management Corp 1.77% Reduce -0.1% 8,276 $3.8M
Alesco Advisors, LLC, An ESL Co 0.12% Add +1.4% 8,275 $3.8M
HF Advisory Group, LLC 1.77% Add +0.5% 8,274 $3.8M
Gradient Capital Advisors, LLC 1.26% Add +1.8% 8,250 $3.8M
Freedom Day Solutions, LLC 1.18% Reduce -0.1% 8,241 $3.8M
Sterling Investment Advisors, Ltd. 0.96% Add +0.1% 8,240 $3.8M
Gould Capital, LLC 2.49% Reduce -4.0% 8,238 $3.8M
Versant Capital Management, Inc 0.86% Add +3.0% 8,235 $3.8M
Lodestone Wealth Management LLC 1.89% Reduce -1.1% 8,222 $3.8M
Strategic Investment Solutions, Inc. 1.13% Add +2.8% 8,219 $3.8M
Provenance Wealth Advisors, LLC 0.47% Add +0.0% 8,210 $3.8M
GSG Advisors LLC 1.25% Add +2.8% 8,250 $3.8M
WFA of San Diego, LLC 3.19% Add +4.6% 8,192 $3.8M
Aviso Wealth Management 2.04% Add +10.2% 8,182 $3.8M
Baker Tilly Wealth Management, LLC 1.67% Reduce -15.5% 8,180 $3.8M
ZWJ Investment Counsel Inc. 0.15% Reduce -2.1% 8,171 $3.8M
Inscription Capital, LLC 0.56% Add +8.1% 8,164 $3.8M
Weaver Capital Management LLC 1.13% Reduce -6.0% 8,162 $3.8M
Childress Capital Advisors, LLC 1.01% Add +2.3% 8,149 $3.8M
Dimension Capital Management LLC 0.71% Reduce -0.3% 8,126 $3.7M
RMR Wealth Builders 0.40% Reduce -1.7% 8,126 $3.7M
Prairiewood Capital, LLC 1.58% Reduce -0.5% 8,125 $3.7M
Sheaff Brock Investment Advisors, LLC 0.33% Reduce -8.1% 8,117 $3.7M
E&G Advisors, LLC 1.03% Add +2.7% 8,116 $3.7M
Cable Hill Partners, LLC 0.37% Add +0.5% 8,111 $3.7M
Lewis Asset Management, LLC 2.72% Add +0.5% 8,110 $3.7M
Gray Wealth Management Inc. 1.47% Add +3.7% 8,090 $3.7M
WealthTrust Axiom LLC 1.10% Reduce -13.3% 8,077 $3.7M
Wynn Capital, LLC 2.44% Add +2.2% 8,071 $3.7M
Ables, Iannone, Moore & Associates, Inc. 2.39% Reduce -0.9% 8,044 $3.7M
Wimmer Associates 1, LLC 1.81% Reduce -0.7% 8,027 $3.7M
Gladius Capital Management LP 2.21% Add +22.2% 8,000 $3.7M
VeraBank, N.A. 1.08% Reduce -2.4% 7,990 $3.7M
Novak & Powell Financial Services, Inc. 2.13% Reduce -1.1% 7,976 $3.7M
Sentry LLC 0.71% Add +0.3% 7,974 $3.7M
Avanda Investment Management Pte. Ltd. 0.71% Reduce -51.1% 7,972 $3.7M
Aberdeen Wealth Management LLC 2.41% Reduce -5.5% 7,962 $3.7M
Gilliland Jeter Wealth Management LLC 1.18% Reduce -2.4% 7,962 $3.7M
Capital Investment Counsel, LLC 0.63% Add +0.5% 7,952 $3.7M
Teamwork Financial Advisors, LLC 0.51% Reduce -4.5% 7,942 $3.7M
B&D White Capital Company, LLC 0.63% Add +27.0% 7,929 $3.6M
Curbstone Financial Management Corp 0.78% Reduce -11.0% 7,928 $3.6M
Relyea Zuckerberg Hanson LLC 0.56% Add +3.1% 7,927 $3.6M
Crescent Grove Advisors, LLC 0.37% Add +0.9% 7,921 $3.6M
Ashford Capital Management Inc. 0.45% Reduce -7.4% 7,901 $3.6M
Optas, LLC 0.83% Add +23.0% 7,886 $3.6M
Paragon Private Wealth Management, LLC 1.80% Add +3.8% 7,874 $3.6M
Cadent Capital Advisors, LLC 1.23% Add +0.5% 7,866 $3.6M
Legacy Private Trust Co. 0.24% Add +1.3% 7,863 $3.6M
JB Capital LLC 0.21% Add +14.1% 7,854 $3.6M
Quent Capital, LLC 0.37% Add +1.2% 7,855 $3.6M
New England Research & Management, Inc. 1.69% No change 7,845 $3.6M
Kingfisher Capital LLC 0.83% Reduce -15.8% 7,839 $3.6M
Oak Grove Capital LLC 0.80% Reduce -1.9% 7,835 $3.6M
Twin Lakes Capital Management, LLC 2.31% Reduce -0.8% 7,808 $3.6M
Hardin Capital Partners, LLC 2.04% Reduce -3.6% 7,918 $3.6M
Evermay Wealth Management LLC 0.58% Add +0.9% 7,803 $3.6M
Nabity-Jensen Investment Management Inc 2.75% Add +4.0% 7,795 $3.6M
Capital Planning Advisors, LLC 0.54% Reduce -0.0% 7,792 $3.6M
FORA Capital, LLC 0.42% Add +3.4% 7,747 $3.6M
Rebalance, LLC 0.26% No change 7,745 $3.6M
Verus Capital Partners, LLC 0.35% Reduce -0.4% 7,750 $3.6M
Ostrum Asset Management 0.29% Add +80.7% 7,743 $3.6M
Aufman Associates Inc 2.29% Reduce -2.3% 7,734 $3.6M
Hurlow Wealth Management Group, Inc. 1.11% No change 7,719 $3.6M
Triangle Securities Wealth Management 0.92% Reduce -9.1% 7,718 $3.6M
Capitol Family Office, Inc. 4.39% Reduce -1.9% 7,707 $3.5M
Alpine Bank Wealth Management 0.57% — 7,699 $3.5M
MCF Advisors LLC 0.25% Reduce -0.3% 7,680 $3.5M
Hikari Power Ltd 0.29% No change 7,670 $3.5M
LaFleur & Godfrey LLC 0.49% Reduce -2.3% 7,658 $3.5M
Holderness Investments Co. 0.77% Add +7.5% 7,655 $3.5M
LRI Investments, LLC 0.34% Add +3.1% 7,518 $3.5M
Finivi Inc. 2.85% Reduce -9.9% 7,638 $3.5M
Meridian Investment Counsel Inc. 1.06% Add +18.9% 7,634 $3.5M
Portside Wealth Group, LLC 0.60% Add +7.4% 7,634 $3.5M
Wealth Alliance, LLC 0.42% Add +1.6% 7,618 $3.5M
CoreCap Advisors, LLC 0.16% New 7,585 $3.5M
Independent Family Office, LLC 1.75% Add +15.1% 7,583 $3.5M
CMG Global Holdings, LLC 1.97% Add +1.5% 7,568 $3.5M
Mosaic Family Wealth Partners, LLC 0.52% Reduce -0.1% 7,554 $3.5M
AlphaStar Capital Management, LLC 0.28% Add +19.6% 7,553 $3.5M
Beach Investment Counsel Inc. 0.43% Reduce -8.3% 7,537 $3.5M
Vestor Capital, LLC 0.27% No change 7,538 $3.5M
Westshore Wealth, LLC 1.42% No change 7,513 $3.5M
Bath Savings Trust Co 0.34% Reduce -0.8% 7,503 $3.5M
Bretton Capital Management, LLC 3.29% — 7,500 $3.5M
Nikulski Financial, Inc. 1.03% Add +2.1% 7,480 $3.4M
L2 Asset Management, LLC 0.94% Reduce -53.3% 7,477 $3.4M
Tufton Capital Management 0.64% No change 7,472 $3.4M
Samalin Investment Counsel, LLC 1.50% Add +2.9% 7,466 $3.4M
Cortland Associates Inc. 0.42% Reduce -2.7% 7,460 $3.4M
Gibson Capital, LLC 0.70% No change 7,448 $3.4M
Integrated Investment Consultants, LLC 0.75% Add +5078.7% 297,722 $3.4M
Voya Financial Advisors, Inc. 0.37% Add +1.9% 7,408 $3.4M
LongView Wealth Management 1.08% Add +0.8% 7,328 $3.4M
BIP Wealth, LLC 0.23% Add +6.1% 7,326 $3.4M
KLCM Advisors, Inc. 0.40% Add +2.5% 7,322 $3.4M
Bey-Douglas LLC 2.95% Reduce -0.3% 7,302 $3.4M
Palumbo Wealth Management LLC 1.31% Add +0.9% 7,301 $3.4M
Smith Anglin Financial, LLC 0.32% Reduce -0.0% 7,289 $3.4M
Next Capital Management LLC 1.37% Add +2.4% 7,649 $3.4M
Walker Financial Services, Inc. 2.27% Add +3.8% 7,280 $3.4M
Field & Main Bank 1.19% Add +0.4% 7,274 $3.3M
Keystone Financial Services 1.30% Add +4.1% 7,266 $3.3M
Planning Center, Inc. 0.41% Reduce -0.5% 7,259 $3.3M
Sand Hill Global Advisors, LLC 0.14% Reduce -0.8% 7,251 $3.3M
Guidance Capital, Inc. 1.04% Reduce -1.2% 7,177 $3.3M
Lester Murray Antman dba SimplyRich 0.93% Add +2.0% 7,231 $3.3M
Mad River Investors 1.84% Reduce -3.2% 7,225 $3.3M
Hourglass Capital, LLC 0.93% No change 7,225 $3.3M
Firethorn Wealth Partners, LLC 1.69% Add +27.1% 7,218 $3.3M
Adero Partners, LLC 0.22% Reduce -2.0% 7,208 $3.3M
Journey Advisory Group, LLC 0.40% No change 8,118 $3.3M
Community Financial Services Group, LLC 0.67% Reduce -6.3% 7,166 $3.3M
Mark Sheptoff Financial Planning, LLC 1.75% No change 7,162 $3.3M
Total Clarity Wealth Management, Inc. 1.06% Add +6.8% 7,143 $3.3M
MGB Wealth Management, LLC 1.20% Add +3.6% 7,166 $3.3M
SOL Capital Management CO 0.36% No change 7,127 $3.3M
Greater Midwest Financial Group, LLC 1.92% Add +2.1% 7,107 $3.3M
Two Sigma Advisers, LP 0.01% New 7,100 $3.3M
Callan Capital, LLC 0.23% Add +1.6% 7,094 $3.3M
Horizon Investments, LLC 0.09% Reduce -4.1% 7,087 $3.3M
Herold Advisors, Inc. 0.71% Add +10.9% 7,084 $3.3M
First National Bank of Mount Dora, Trust Investment Services 0.74% Reduce -1.4% 7,083 $3.3M
Redhawk Wealth Advisors, Inc. 0.46% Reduce -9.6% 7,068 $3.3M
Investment Research & Advisory Group, Inc. 1.37% Add +1.3% 7,066 $3.3M
Independence Bank of Kentucky 0.70% Add +21.6% 7,043 $3.2M
Maple Capital Management, Inc. 0.25% Add +16.5% 7,026 $3.2M
Financial Partners Group, Inc 0.48% Add +3.3% 7,025 $3.2M
Augustine Asset Management Inc. 1.13% Reduce -0.5% 7,008 $3.2M
Cahaba Wealth Management, Inc. 0.27% Add +1.7% 7,006 $3.2M
Lederer & Associates Investment Counsel 2.27% Reduce -4.2% 7,002 $3.2M
Pension & Wealth Management Advisors, Inc. 1.65% Add +2.7% 6,986 $3.2M
Asset Management Group, Inc. 0.45% Reduce -1.5% 6,986 $3.2M
Orca Investment Management, LLC 2.90% Reduce -4.2% 6,985 $3.2M
Coastal Bridge Advisors, LLC 0.80% Add +2.5% 6,982 $3.2M
Fairhaven Wealth Management, LLC 0.98% Add +0.4% 6,980 $3.2M
Roof Eidam Maycock Peralta, LLC 0.82% Reduce -5.4% 6,976 $3.2M
Legacy Bridge, LLC 1.72% Add +0.5% 6,956 $3.2M
Triton Financial Group Inc 2.05% Add +0.6% 6,952 $3.2M
SevenBridge Financial Group, LLC 0.62% No change 6,843 $3.2M
Lowe Brockenbrough & Co. Inc. 0.20% Add +5.1% 6,947 $3.2M
Gemmer Asset Management LLC 0.32% No change 6,942 $3.2M
Allen Operations LLC 0.54% No change 6,906 $3.2M
Capital Advisory Group Advisory Services, LLC 1.26% Add +5.3% 6,900 $3.2M
Jump Financial, LLC 0.07% Reduce -84.9% 6,894 $3.2M
KG Capital Management 1.02% Reduce -7.6% 6,876 $3.2M
Altrius Capital Management Inc 0.79% Add +2.1% 6,872 $3.2M
Alta Wealth Advisors LLC 1.44% Reduce -0.5% 6,857 $3.2M
Lantern Wealth Advisors, LLC 2.18% Reduce -1.0% 6,850 $3.2M
EPG Wealth Management LLC 0.79% Add +0.0% 6,841 $3.1M
Wilkinson Global Asset Management LLC 0.19% Reduce -10.9% 6,835 $3.1M
Chesapeake Wealth Management 1.07% Reduce -1.0% 6,831 $3.1M
Guardian Financial Partners, LLC 1.96% Add +1.1% 6,825 $3.1M
Wellington Shields & Co., LLC 0.95% Add +0.3% 6,820 $3.1M
Peoples Financial Services Corp. 1.42% Reduce -0.4% 6,820 $3.1M
Accurate Wealth Management, LLC 0.63% Add +18.4% 6,776 $3.1M
Intellectus Partners, LLC 0.80% No change 6,788 $3.1M
Pegasus Partners Ltd. 0.29% Add +3.5% 6,759 $3.1M
Prentiss Smith & Co. Inc. 1.99% No change 6,755 $3.1M
Peachtree Investment Partners, LLC 1.17% Add +5.0% 6,752 $3.1M
Jag Capital Management, LLC 0.38% No change 6,747 $3.1M
Blankinship & Foster, LLC 0.76% Add +26.6% 6,744 $3.1M
Magnolia Capital Management Ltd. 2.47% Add +1.7% 6,741 $3.1M
Miller Wealth Advisors, LLC 1.69% Add +9.8% 6,654 $3.1M
Tectonic Advisors LLC 0.20% Reduce -4.5% 6,725 $3.1M
REDW Wealth LLC 0.79% Reduce -1.7% 6,705 $3.1M
St. Louis Trust Co 0.43% Reduce -10.0% 6,696 $3.1M
Chilton Capital Management LLC 0.13% Reduce -24.2% 6,696 $3.1M
CFS Investment Advisory Services, LLC 0.26% New 6,663 $3.1M
Atlas Brown,Inc. 1.06% Add +0.5% 6,659 $3.1M
Altman Advisors, Inc. 1.36% Reduce -0.4% 6,642 $3.1M
Townsend Asset Management Corp. /NC/ 1.13% Reduce -3.5% 6,642 $3.1M
Brave Asset Management Inc. 0.76% Add +1.8% 6,621 $3.0M
PGIM Custom Harvest LLC 0.06% Add +4.2% 6,600 $3.0M
Delphi Management Inc. 2.76% Reduce -10.8% 6,591 $3.0M
Madrona Financial Services, LLC 0.84% Add +3.3% 6,571 $3.0M
Vista Investment Partners LLC 0.97% Reduce -0.2% 6,565 $3.0M
Retirement Planning Group, LLC 0.16% Add +11.6% 6,547 $3.0M
Keynote Financial Services LLC 2.31% Add +30.9% 6,538 $3.0M
O'Dell Group, LLC 0.67% Add +21.6% 6,528 $3.0M
Trust Co. of Oklahoma 0.97% Reduce -4.5% 6,528 $3.0M
FLC Capital Advisors 0.69% Reduce -3.8% 6,506 $3.0M
Lyell Wealth Management, LP 0.27% No change 6,494 $3.0M
James Hambro & Partners LLP 0.12% Reduce -8.4% 6,484 $3.0M
Newman Dignan & Sheerar, Inc. 0.71% Reduce -0.9% 6,490 $3.0M
TTP Investments, Inc. 1.02% Add +38.9% 6,464 $3.0M
CHB Investment Group, LLC 1.58% — 6,456 $3.0M
Hiley Hunt Wealth Management 1.70% Reduce -4.8% 6,451 $3.0M
Invst, LLC 0.36% Reduce -14.0% 6,443 $3.0M
Claro Advisors Inc. 0.38% Add +11.3% 6,437 $3.0M
Aureus Asset Management, LLC 0.19% No change 6,428 $3.0M
Greenwich Wealth Management LLC 0.20% Add +0.0% 6,426 $3.0M
Kathmere Capital Management, LLC 0.28% Add +20.4% 6,415 $3.0M
First Personal Financial Services 0.62% Reduce -15.0% 6,410 $3.0M
Fox Hill Wealth Management 1.63% Add +9.0% 6,408 $2.9M
1858 Wealth Management, LLC 2.42% Reduce -1.4% 6,399 $2.9M
Artemis Wealth Advisors, LLC 0.46% No change 6,392 $2.9M
FSM Wealth Advisors, LLC 0.78% Add +3.5% 6,382 $2.9M
Dover Advisors, LLC 1.67% Reduce -0.1% 6,378 $2.9M
Thrive Wealth Management, LLC 0.54% Reduce -1.1% 6,375 $2.9M
Breakwater Capital Group 0.59% Add +1.4% 6,372 $2.9M
Hazlett, Burt & Watson, Inc. 1.35% Add +1.7% 6,365 $2.9M
Grey Ledge Advisors, LLC 0.75% Add +0.1% 6,358 $2.9M
Triumph Capital Management 1.04% Add +7.6% 6,357 $2.9M
1776 Wealth LLC 1.32% No change 6,350 $2.9M
Brandywine Trust Co. 0.44% No change 6,348 $2.9M
Northwest Quadrant Wealth Management, LLC 0.67% No change 6,344 $2.9M
Strait & Sound Wealth Management LLC 1.42% Add +3.8% 6,330 $2.9M
Laraway Financial Advisors Inc 2.32% No change 6,323 $2.9M
Diversified, LLC 0.32% Reduce -0.2% 6,323 $2.9M
Diversified Enterprises, LLC 0.32% — 6,323 $2.9M
Alps Advisors Inc. 0.02% Reduce -4.5% 6,320 $2.9M
Legacy Financial Advisors, Inc. 0.49% Add +4.1% 6,291 $2.9M
FCG Investment Co 1.89% Add +1.1% 6,270 $2.9M
Entropy Technologies, LP 0.30% Reduce -74.4% 6,266 $2.9M
Foundation Wealth Management, LLC 2.18% No change 6,250 $2.9M
Kraematon Investment Advisors, Inc. 2.81% Reduce -0.9% 6,229 $2.9M
Trifecta Capital Advisors, LLC 0.60% Reduce -3.6% 6,229 $2.9M
Gilbert & Cook, Inc. 0.39% Add +0.0% 6,221 $2.9M
GC Wealth Management RIA, LLC 0.50% Add +15.6% 6,219 $2.9M
1922 Investment Co LLC 87.95% No change 6,205 $2.9M
Annex Advisory Services, LLC 0.09% Reduce -0.5% 6,201 $2.9M
Leonard Rickey Investment Advisors P.L.L.C. 0.65% Reduce -3.1% 6,199 $2.9M
Founders Financial Securities LLC 0.26% Reduce -11.5% 6,194 $2.9M
Adalta Capital Management LLC 1.47% No change 6,193 $2.9M
Farnam Financial LLC 3.11% — 6,164 $2.8M
Fortis Capital Management LLC 0.57% Add +4.8% 6,154 $2.8M
Intelligence Driven Advisers, LLC 0.40% Add +0.5% 6,151 $2.8M
Pinnacle Financial Group, LLC / IL 1.11% Reduce -1.5% 6,147 $2.8M
Waterloo Capital, L.P. 0.31% Add +51.1% 6,144 $2.8M
Condor Capital Management 0.25% Add +0.0% 6,127 $2.8M
Old Mission Investment Co LLC 0.87% Add +2.3% 6,125 $2.8M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.29% Reduce -7.0% 6,123 $2.8M
Canandaigua National Bank & Trust Co. 0.27% Reduce -8.6% 6,120 $2.8M
Hantz Financial Services, Inc. 0.05% Add +12.8% 6,113 $2.8M
Passumpsic Savings Bank 1.85% Add +2.6% 6,108 $2.8M
Legacy Financial Group, Inc. 0.95% Add +3.3% 6,225 $2.8M
Levin Capital Strategies, L.P. 0.27% No change 6,094 $2.8M
Altfest L J & Co. Inc. 0.37% Reduce -5.0% 6,067 $2.8M
Savvy Advisors, Inc. 0.57% Add +25.6% 6,052 $2.8M
Hohimer Wealth Management, LLC 0.60% Add +1.7% 6,039 $2.8M
Heartwood Wealth Advisors LLC 0.31% Add +0.5% 6,031 $2.8M
Sterneck Capital Management, LLC 1.50% Reduce -7.4% 6,020 $2.8M
Two Sigma Securities, LLC 0.22% Add +3.9% 6,018 $2.8M
Provident Trust Co. 0.05% No change 6,015 $2.8M
Retirement Income Solutions, Inc. 0.63% Reduce -4.1% 6,013 $2.8M
Black Swift Group, LLC 0.61% Reduce -17.2% 6,000 $2.8M
Secure Asset Management, LLC 0.47% Add +2.3% 5,988 $2.8M
Coppell Advisory Solutions LLC 0.41% Add +179.0% 6,046 $2.8M
Vaughan David Investments LLC 0.06% Reduce -4.8% 5,980 $2.8M
Graham Capital Management, L.P. 0.15% Reduce -42.1% 5,953 $2.7M
Liberty Wealth Management LLC 0.46% Reduce -83.0% 5,938 $2.7M
Ballast, Inc. 0.77% Reduce -0.6% 5,902 $2.7M
TruWealth Advisors, LLC 0.17% Reduce -1.9% 5,900 $2.7M
Burke & Herbert Bank & Trust Co. 0.63% No change 5,891 $2.7M
NDWM LLC 2.23% Add +40.2% 5,867 $2.7M
Seven Post Investment Office LP 0.41% Add +0.5% 5,866 $2.7M
Unique Wealth Strategies, LLC 1.16% Add +1.0% 5,857 $2.7M
First National Bank of Hutchinson 1.74% Reduce -11.6% 5,836 $2.7M
Fingerlakes Wealth Management, Inc. 2.23% Add +0.1% 5,834 $2.7M
Bourgeon Capital Management LLC 0.52% Reduce -5.8% 5,834 $2.7M
Pine Harbor Wealth Management, LLC 1.34% Add +10.8% 5,831 $2.7M
Benin Management CORP 0.75% Reduce -0.4% 5,817 $2.7M
Investment Partners, LTD. 1.11% Reduce -0.8% 5,812 $2.7M
Octavia Wealth Advisors, LLC 0.33% Reduce -8.9% 5,806 $2.7M
Nicolet Bankshares Inc. 0.54% Reduce -6.6% 5,790 $2.7M
GoalVest Advisory LLC 0.77% Add +5.3% 5,784 $2.7M
Auxano Advisors, LLC 0.69% Add +3.0% 5,775 $2.7M
Blake Schutter Theil Wealth Advisors, LLC 1.91% — 5,773 $2.7M
Founders Financial Alliance, LLC 0.74% Add +3.2% 5,771 $2.7M
Monarch Capital Management Inc. 0.71% Reduce -0.9% 5,768 $2.7M
Hofer & Associates. Inc 1.83% Reduce -57.8% 5,751 $2.6M
Fiduciary Financial Group, LLC 0.61% Add +38.8% 5,820 $2.6M
Northwest Bancshares, Inc. 0.45% Reduce -5.8% 5,729 $2.6M
Transatlantique Private Wealth LLC 1.01% Reduce -1.4% 5,722 $2.6M
D. Scott Neal, Inc. 1.39% Add +5.9% 5,719 $2.6M
Armstrong, Fleming & Moore, Inc 1.53% Reduce -1.1% 5,706 $2.6M
Arbor Investment Advisors, LLC 0.35% No change 5,701 $2.6M
Ethos Financial Group, LLC 0.44% Reduce -1.8% 5,697 $2.6M
Naples Global Advisors, LLC 0.24% Reduce -2.9% 5,691 $2.6M
Alan B Lancz & Associates, Inc. 2.40% Reduce -0.6% 5,682 $2.6M
Allen Mooney & Barnes Investment Advisors LLC 0.44% Add +13.4% 5,645 $2.6M
Enterprise Financial Services Corp 1.51% Reduce -1.7% 5,635 $2.6M
G2 Capital Management, LLC / Oh 0.76% No change 5,622 $2.6M
AXS Investments LLC 0.69% Reduce -36.2% 5,602 $2.6M
Inspire Trust Co, N.A. 0.71% Add +1.4% 5,584 $2.6M
O'ROURKE & COMPANY, Inc 1.28% Reduce -0.4% 5,576 $2.6M
Windsor Advisory Group, LLC 2.89% Reduce -29.9% 5,570 $2.6M
West Family Investments, Inc. 0.87% Add +6.9% 5,560 $2.6M
Lynx Investment Advisory 1.84% Add +1.6% 5,552 $2.6M
My Legacy Advisors, LLC 1.01% Reduce -10.5% 5,541 $2.6M
Hills Bank & Trust Co 0.19% Add +5.8% 5,540 $2.5M
Peterson Wealth Management 1.63% Reduce -25.4% 5,531 $2.5M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +3.5% 5,520 $2.5M
Seelaus Asset Management LLC 2.38% Add +3.6% 5,517 $2.5M
Firestone Capital Management 0.64% No change 5,512 $2.5M
Dean Investment Associates, LLC 0.34% Reduce -7.5% 5,512 $2.5M
Goepper Burkhardt LLC 1.04% Reduce -0.5% 5,502 $2.5M
Sound Income Strategies, LLC 0.16% Add +1.2% 5,495 $2.5M
Three Seasons Wealth, LLC 1.33% Reduce -0.3% 5,485 $2.5M
Zullo Investment Group, Inc. 1.05% Add +0.0% 5,481 $2.5M
Legato Capital Management LLC 0.31% Reduce -18.0% 5,479 $2.5M
Dohj, LLC 0.59% Reduce -1.1% 5,506 $2.5M
Linscomb Wealth, Inc. 0.12% Reduce -8.2% 5,462 $2.5M
Tealwood Asset Management Inc. 1.11% Add +0.5% 5,455 $2.5M
Select Asset Management & Trust 0.92% Add +0.0% 5,450 $2.5M
Kornitzer Capital Management Inc. 0.05% Add +2.7% 5,443 $2.5M
Elwood & Goetz Wealth Advisory Group, LLC 0.62% Add +160.0% 5,429 $2.5M
Stevens Capital Partners 1.19% Add +2.0% 5,425 $2.5M
Twin City Private Wealth, LLC 2.16% Reduce -8.3% 5,425 $2.5M
Scissortail Wealth Management, LLC 0.60% Reduce -99.5% 29 $2.5M
Next Level Private LLC 1.02% Add +9.3% 5,412 $2.5M
Godsey & Gibb, Inc. 0.24% Add +0.3% 5,390 $2.5M
Elmwood Wealth Management, Inc. 1.02% Reduce -0.6% 5,387 $2.5M
Revolve Wealth Partners, LLC 0.38% Add +8.7% 5,387 $2.5M
UNIVEST FINANCIAL Corp 0.16% New 5,378 $2.5M
Venturi Wealth Management, LLC 0.13% Add +4.5% 5,373 $2.5M
Kesler, Norman & Wride, LLC 0.48% Reduce -22.6% 5,368 $2.5M
FF Advisors,LLC 1.60% Reduce -2.0% 5,361 $2.5M
FUKOKU MUTUAL LIFE INSURANCE Co 0.18% No change 5,353 $2.5M
Alhambra Investment Management LLC 1.28% Reduce -0.1% 5,348 $2.5M
Colonial River Investments, LLC 1.22% New 5,334 $2.5M
Weaver Consulting Group 0.78% Reduce -2.0% 5,330 $2.5M
Peregrine Asset Advisers, Inc. 0.84% Add +1.7% 5,319 $2.4M
Soditic Asset Management LLP 2.49% No change 5,315 $2.4M
Edmonds Duncan Registered Investment Advisors, LLC 0.54% Add +0.8% 5,311 $2.4M
Wealth Effects LLC 0.86% Add +2.4% 5,308 $2.4M
GFG Capital, LLC 0.99% Reduce -18.6% 7,291 $2.4M
Fishman Jay A Ltd. 0.24% Add +0.2% 5,300 $2.4M
Insight 2811, Inc. 1.21% Add +2.2% 5,298 $2.4M
Guardian Asset Advisors, LLC 1.66% Add +5.0% 5,297 $2.4M
Barlow Wealth Partners, LLC 0.32% Add +0.5% 5,373 $2.4M
Intrua Financial, LLC 0.40% Add +5.3% 5,294 $2.4M
Wrapmanager Inc. 0.63% Add +11.6% 5,289 $2.4M
Mattson Financial Services, LLC 0.87% Reduce -0.6% 5,972 $2.4M
United Asset Strategies, Inc. 0.23% Reduce -0.1% 5,276 $2.4M
Silvia McColl Wealth Management, LLC 1.81% Reduce -8.8% 5,268 $2.4M
Keystone Wealth Services, LLC 0.67% Add +4.9% 5,268 $2.4M
SkyOak Wealth, LLC 0.54% Reduce -1.0% 5,260 $2.4M
Sage Capital Advisors,llc 0.63% No change 5,250 $2.4M
Sfm, LLC 1.81% Reduce -0.1% 5,248 $2.4M
Capital Counsel LLC 0.10% Add +9.4% 5,242 $2.4M
Aspen Grove Capital, LLC 0.53% Add +0.0% 5,241 $2.4M
Terra Nova Asset Management LLC 1.79% Add +1.5% 5,231 $2.4M
Tranquilli Financial Advisor LLC 1.51% Reduce -1.6% 5,228 $2.4M
Brown Miller Wealth Management, LLC 0.94% No change 5,227 $2.4M
Consolidated Capital Management, LLC 1.05% No change 5,223 $2.4M
Fiduciary Family Office, LLC 0.79% Reduce -3.9% 5,220 $2.4M
Petra Financial Advisors Inc. 1.58% Reduce -3.9% 5,213 $2.4M
Amica Retiree Medical Trust 1.99% — 5,207 $2.4M
Vawter Financial, Ltd. 1.46% Reduce -6.4% 5,206 $2.4M
Helios Capital Management Pte. Ltd. 1.47% No change 5,200 $2.4M
CPA Asset Management Group, LLC 1.15% No change 5,184 $2.4M
Acorn Financial Advisory Services Inc. 0.42% Add +130.9% 5,182 $2.4M
Mainstream Capital Management LLC 2.03% — 5,181 $2.4M
Dark Forest Capital Management LP 0.30% Add +413.5% 5,176 $2.4M
Steinberg Asset Management LLC 1.82% Reduce -1.5% 5,171 $2.4M
Napa Wealth Management 1.13% New 5,171 $2.4M
Howard Capital Management Group, LLC 0.17% Reduce -3.5% 5,157 $2.4M
Tyche Wealth Partners LLC 0.54% Add +2.0% 5,152 $2.4M
Mattern Wealth Management LLC 0.52% Reduce -1.5% 5,150 $2.4M
Hudson Canyon Capital Management 1.53% No change 5,136 $2.4M
TFB Advisors LLC 0.70% Reduce -0.8% 5,136 $2.4M
Channing Global Advisors, LLC 1.99% Reduce -0.4% 5,133 $2.4M
Ignite Planners, LLC 0.54% Reduce -0.2% 5,130 $2.4M
Tranquility Partners, LLC 0.85% Reduce -1.9% 5,117 $2.4M
Meyer Handelman Co. 0.08% No change 5,110 $2.4M
Signal Advisors Wealth, LLC 0.34% Add +734.1% 5,105 $2.3M
1900 Wealth Management LLC 0.20% Add +1.1% 5,102 $2.3M
Old Well Partners, LLC 5.07% No change 5,100 $2.3M
Winmill & Co. Inc. 0.79% No change 5,100 $2.3M
Trail Ridge Investment Advisors, LLC 1.12% Reduce -0.1% 5,084 $2.3M
Headinvest, LLC 0.43% Reduce -0.2% 5,081 $2.3M
Empire Financial Management Company, LLC 0.72% Add +0.4% 5,076 $2.3M
Sippican Capital Advisors 1.63% Add +0.1% 5,074 $2.3M
Cromwell Holdings LLC 1.50% No change 5,073 $2.3M
Aspire Capital Advisors LLC 0.70% No change 5,070 $2.3M
Heritage Wealth Partners, LLC 2.74% Reduce -5.3% 5,065 $2.3M
World Equity Group, Inc. 0.84% Reduce -59.4% 5,064 $2.3M
Panoramic Investment Advisors, LLC 1.60% — 5,038 $2.3M
Arrowroot Family Office, LLC 1.35% Add +4.2% 5,038 $2.3M
Caldwell Sutter Capital, Inc. 1.08% Add +23.9% 5,015 $2.3M
ERn Financial, LLC 0.35% Add +2.9% 5,012 $2.3M
Elevation Wealth Partners, LLC 0.99% Add +0.8% 5,011 $2.3M
Calydon Capital 0.38% Add +94.9% 5,647 $2.3M
Yelin Lapidot Holdings Management Ltd. 0.38% No change 5,000 $2.3M
Romano Brothers and Company 0.29% Add +0.6% 5,000 $2.3M
TriaGen Wealth Management LLC 0.77% Add +36.8% 4,995 $2.3M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.58% New 4,995 $2.3M
MMBG Investment Advisors Co. 0.24% No change 4,995 $2.3M
Raelipskie Partnership 1.12% Add +7.5% 4,992 $2.3M
McAdam, LLC 0.13% Add +4.6% 4,991 $2.3M
Parcion Private Wealth LLC 0.19% Reduce -3.5% 4,987 $2.3M
FWG Holdings, LLC 1.14% Reduce -9.1% 5,006 $2.3M
Alta Advisers Ltd 1.05% No change 4,986 $2.3M
Stonebridge Capital Advisors LLC 0.19% Reduce -2.5% 4,981 $2.3M
Guardian Investment Management 1.97% Reduce -26.7% 4,980 $2.3M
Linden Thomas Advisory Services, LLC 0.31% Add +15.7% 4,962 $2.3M
Creative Financial Designs Inc. 0.19% Add +1.7% 4,960 $2.3M
WealthShield Partners, LLC 0.31% Add +24.9% 4,956 $2.3M
Murphy, Middleton, Hinkle & Parker, Inc. 1.22% Add +6.8% 4,928 $2.3M
Insight Inv LLC 1.90% Add +3.1% 4,926 $2.3M
SL Advisors, LLC 4.07% Reduce -0.0% 4,916 $2.3M
Davidson Trust Co. 1.16% Add +33.7% 4,908 $2.3M
InTrack Investment Management Inc 1.60% Add +4.7% 4,901 $2.3M
Deseret Mutual Benefit Administrators 1.15% Add +8.5% 4,901 $2.3M
ARGA Investment Management, LP 0.07% No change 4,893 $2.3M
Black Diamond Financial, LLC 0.38% Reduce -38.0% 4,890 $2.3M
Bangor Savings Bank 0.21% Reduce -8.3% 4,889 $2.3M
Okabena Investment Services Inc. 0.63% Reduce -67.4% 4,887 $2.2M
Paradigm Asset Management Co. LLC 0.59% No change 4,864 $2.2M
Carlson Capital Management 0.10% Add +3.5% 4,863 $2.2M
MJP Associates Inc. 0.42% Add +2.4% 4,852 $2.2M
Financial Connections Group, Inc. 1.09% Reduce -1.1% 4,827 $2.2M
Tanager Wealth Management LLP 0.30% Add +7.0% 4,812 $2.2M
Waypoint Capital Advisors, LLC 0.47% Add +3.9% 4,824 $2.2M
Massachusetts Wealth Management 1.40% Add +5.0% 4,820 $2.2M
Three Bridge Wealth Advisors, LLC 0.82% Add +0.8% 4,818 $2.2M
Tsfg, LLC 0.48% Add +25.9% 4,817 $2.2M
Encompass Wealth Advisors, LLC 0.56% Reduce -0.6% 4,816 $2.2M
Plimoth Trust Co. LLC 0.56% Add +1.8% 4,815 $2.2M
Act Two Investors LLC 0.42% No change 4,815 $2.2M
Financial Management Network Inc. 0.46% New 4,785 $2.2M
CYBER HORNET ETFs LLC 2.24% Add +0.8% 4,802 $2.2M
Verity Asset Management, Inc. 0.83% Reduce -5.1% 4,850 $2.2M
Powell Investment Advisors, LLC 1.03% Add +5.3% 4,801 $2.2M
Ballew Advisors, Inc 1.48% Add +20.2% 4,843 $2.2M
Centric Wealth Management 0.59% Add +1.7% 4,705 $2.2M
First Western Trust Bank 0.10% Reduce -1.3% 4,784 $2.2M
Aries Wealth Management 0.60% Add +0.2% 4,780 $2.2M
Debussy Capital Management LP 0.64% Add +7.7% 4,772 $2.2M
Viawealth, LLC 1.28% Reduce -13.9% 4,771 $2.2M
IAG Wealth Partners, LLC 0.41% Add +169.5% 4,770 $2.2M
Family Legacy, Inc. 0.73% Add +1.2% 4,765 $2.2M
Courier Capital LLC 0.15% Add +21.5% 4,763 $2.2M
Summa Corp. 1.05% No change 4,762 $2.2M
China Universal Asset Management Co., Ltd. 0.24% Add +134.3% 4,759 $2.2M
Keudell/Morrison Wealth Management 0.59% Reduce -0.7% 4,745 $2.2M
Piscataqua Savings Bank 1.85% No change 4,733 $2.2M
Convergence Financial, LLC 0.46% Add +54.5% 4,726 $2.2M
Emprise Bank 1.25% Reduce -4.9% 4,724 $2.2M
Midland Wealth Advisors, LLC 0.13% Reduce -58.2% 4,722 $2.2M
Bank Hapoalim BM 0.34% Reduce -13.3% 4,718 $2.2M
James J. Burns & Company, LLC 0.39% Add +3.5% 4,712 $2.2M
Altus Wealth Group LLC 0.93% Add +2.8% 4,710 $2.2M
Buffington Mohr McNeal 0.36% Add +11.4% 4,706 $2.2M
Cutler Investment Counsel LLC 0.27% Reduce -16.3% 4,703 $2.2M
Wulff, Hansen & Co. 1.96% Reduce -19.3% 4,697 $2.2M
Vision Capital Management, Inc. 0.30% Add +11.3% 4,691 $2.2M
Bensler, LLC 0.27% Add +20.8% 4,684 $2.2M
Strategic Investment Advisors / MI 0.24% Add +2.8% 4,677 $2.2M
Droms Strauss Advisors Inc. /Mo/ 0.76% Reduce -0.0% 4,669 $2.1M
Independent Wealth Network Inc. 0.95% Reduce -1.6% 4,668 $2.1M
Kapstone Financial Advisors LLC 1.30% Add +3.7% 4,695 $2.1M
United Bank 0.99% Add +0.9% 4,662 $2.1M
Guerra Pan Advisors, LLC 1.71% Add +0.4% 4,650 $2.1M
Aft, Forsyth & Sober, LLC 0.70% No change 4,650 $2.1M
AustralianSuper Pty Ltd 0.01% New 4,643 $2.1M
Copperwynd Financial, LLC 0.64% Add +18.8% 4,623 $2.1M
Sigma Investment Counselors Inc. 0.12% Add +12.4% 4,616 $2.1M
Archer Investment Corp 0.57% Add +3.7% 4,611 $2.1M
Avion Wealth 0.56% Add +0.8% 4,612 $2.1M
RDA Financial Network 0.66% Reduce -0.6% 4,610 $2.1M
Monetary Management Group Inc. 0.54% No change 4,603 $2.1M
Intact Investment Management Inc. 0.07% No change 4,600 $2.1M
Bell Bank 0.25% Reduce -0.0% 4,586 $2.1M
Interchange Capital Partners, LLC 0.75% Add +26.6% 4,571 $2.1M
Doheny Asset Management 1.43% Add +0.6% 4,565 $2.1M
KilterHowling LLC 1.32% No change 4,554 $2.1M
J. Safra Sarasin Holding AG 0.04% Add +14.2% 4,566 $2.1M
Edgewood Management LLC 0.01% No change 4,532 $2.1M
Alliance Wealth Advisors, LLC 1.20% Reduce -0.1% 4,530 $2.1M
CFO4Life Group, LLC 0.37% Reduce -0.6% 4,527 $2.1M
Armbruster Capital Management, Inc. 0.41% Reduce -0.1% 4,523 $2.1M
Corrado Advisors, LLC 1.30% Reduce -0.3% 4,521 $2.1M
Hamilton Point Investment Advisors, LLC 0.38% Reduce -0.4% 4,519 $2.1M
LCNB Corp. 0.74% Reduce -1.6% 4,517 $2.1M
Shilanski & Associates, Inc. 0.68% Add +2.0% 4,514 $2.1M
Midwest Financial Group LLC 1.22% Add +7.1% 4,499 $2.1M
Prosperity Planning, Inc. 0.92% Reduce -1.1% 4,497 $2.1M
Fourpath Capital Management, LLC 0.38% Add +23.8% 4,497 $2.1M
Anthracite Investment Company, Inc. 0.98% No change 4,491 $2.1M
KWB Wealth 0.27% Add +5.0% 5,032 $2.0M
Retirement Solution LLC 0.50% New 4,447 $2.0M
Centurion Wealth Management LLC 0.65% — 4,444 $2.0M
Grey Fox Wealth Advisors, LLC 0.57% Add +17.5% 4,439 $2.0M
Cyrus J. Lawrence, LLC 0.40% Add +16.4% 4,439 $2.0M
Prentice Wealth Management LLC 0.61% Reduce -0.3% 4,431 $2.0M
Portland Global Advisors LLC 0.26% Reduce -2.4% 4,430 $2.0M
Gilder Gagnon Howe & Co. LLC 0.02% Add +0.1% 4,425 $2.0M
Keebeck Wealth Management 0.29% Reduce -1.3% 4,412 $2.0M
Fulcrum Equity Management 1.71% No change 4,410 $2.0M
Legacy Edge Advisors, LLC 0.32% Add +5.0% 4,409 $2.0M
Annis Gardner Whiting Capital Advisors, LLC 0.57% Add +14.3% 4,403 $2.0M
Lokken Investment Group LLC 0.84% Add +0.1% 4,402 $2.0M
Abacus Planning Group, Inc. 0.36% Add +7.4% 4,395 $2.0M
BSW Wealth Partners 0.30% Add +19.5% 4,395 $2.0M
Mitchell Sinkler & Starr 0.51% No change 4,393 $2.0M
Belmont Capital, LLC 0.34% Add +107.3% 4,385 $2.0M
McBroom & Associates, LLC 1.23% No change 4,383 $2.0M
Geller Advisors LLC 0.14% Add +2.7% 4,383 $2.0M
Householder Group Estate & Retirement Specialist, LLC 0.59% Reduce -26.8% 4,380 $2.0M
Two West Capital Advisors LLC 1.63% Reduce -4.8% 4,375 $2.0M
Motco 0.20% Reduce -37.8% 4,373 $2.0M
Hamilton Capital, LLC 0.15% Add +20.2% 4,463 $2.0M
Cornerstone Capital, Inc. 0.19% Add +0.9% 4,370 $2.0M
New Century Financial Group, LLC 0.73% Add +57.8% 4,354 $2.0M
Key Financial Inc 0.44% Add +0.4% 4,345 $2.0M
One Day In July LLC 0.22% Reduce -6.1% 4,342 $2.0M
GM Advisory Group, LLC 0.12% Add +8.3% 4,337 $2.0M
Willner & Heller, LLC 1.78% Reduce -2.0% 4,335 $2.0M
Strategic Financial Services, Inc. 0.12% Reduce -3.7% 4,333 $2.0M
Wealth Quarterback LLC 1.03% Reduce -4.7% 4,321 $2.0M
Cerro Pacific Wealth Advisors LLC 0.75% No change 4,874 $2.0M
Crew Capital Management, Ltd 1.59% Add +3.4% 4,292 $2.0M
Advisory Research Inc. 0.35% Reduce -6.2% 4,287 $2.0M
Aft, Forsyth & Company, Inc. 0.97% Add +2.4% 4,278 $2.0M
Pin Oak Investment Advisors Inc. 1.79% Add +2.0% 4,277 $2.0M
Orleans Capital Management Corp. 1.11% No change 4,250 $2.0M
Northstar Asset Management Inc. 0.48% Reduce -0.8% 4,243 $2.0M
Oliver Lagore Vanvalin Investment Group 0.52% Reduce -6.2% 4,242 $2.0M
Prestige Wealth Management Group LLC 0.40% Reduce -51.1% 4,241 $2.0M
Private Portfolio Partners LLC 0.37% New 4,240 $2.0M
Verum Partners LLC 0.57% Add +0.2% 4,239 $2.0M
Gill Capital Partners, LLC 0.70% Reduce -1.0% 4,237 $2.0M
Pachira Investments Inc. 1.50% Add +312.7% 4,234 $1.9M
North Star Asset Management Inc. 0.09% Reduce -20.5% 4,233 $1.9M
Florida Financial Advisors, LLC 1.00% Add +29.5% 4,224 $1.9M
Byrne Asset Management LLC 1.35% Reduce -1.9% 4,200 $1.9M
Kidder Stephen W 0.57% Reduce -1.8% 4,192 $1.9M
Hunter Associates Investment Management LLC 0.30% Add +0.7% 4,194 $1.9M
Key Client Fiduciary Advisors, LLC 0.88% Add +4.0% 4,187 $1.9M
Legacy Trust 0.44% Add +3.6% 4,186 $1.9M
Galvin, Gaustad & Stein, LLC 0.17% Reduce -0.3% 4,178 $1.9M
New Republic Capital, LLC 1.10% Reduce -3.6% 4,169 $1.9M
Trust Co. of Toledo NA 0.26% Reduce -0.6% 4,169 $1.9M
LGL Partners, LLC 0.27% Reduce -3.6% 4,165 $1.9M
Rinkey Investments 0.62% Reduce -8.3% 4,157 $1.9M
Fort Pitt Capital Group, LLC 0.05% Add +0.3% 4,127 $1.9M
Bremer Bank National Association 0.36% Reduce -6.8% 4,120 $1.9M
First Financial Bank - Trust Division 0.17% Add +3.6% 4,102 $1.9M
Schwartz Investment Counsel Inc. 0.07% No change 4,090 $1.9M
Fuller & Thaler Asset Management, Inc. 0.01% No change 4,088 $1.9M
Physician Wealth Advisors, Inc. 0.34% Add +14.7% 4,065 $1.9M
Stevens Capital Management LP 0.27% Reduce -46.9% 4,082 $1.9M
LVM Capital Management Ltd. 0.21% No change 4,615 $1.9M
Sandbox Financial Partners, LLC 0.66% Add +1.0% 4,076 $1.9M
Affiance Financial, LLC 0.45% Reduce -0.3% 4,069 $1.9M
Greenspring Advisors, LLC 0.41% Add +72.2% 4,061 $1.9M
River Wealth Advisors LLC 0.25% Add +15.4% 4,058 $1.9M
Verity & Verity, LLC 0.18% No change 4,054 $1.9M
Highlander Partners, L.P. 1.10% Add +100.0% 4,100 $1.9M
Laidlaw Wealth Management LLC 0.92% Add +49.0% 4,022 $1.9M
Bluesphere Advisors LLC 0.91% Reduce -0.5% 4,020 $1.9M
Prudent Man Advisors, LLC 0.62% Add +45.1% 3,945 $1.9M
Capstone Financial Advisors, Inc. 0.11% Add +0.4% 4,008 $1.8M
Money Concepts Capital Corp. 0.14% Add +2.2% 4,001 $1.8M
Trek Financial, LLC 0.14% Reduce -76.6% 3,995 $1.8M
Galibier Capital Management Ltd. 0.42% No change 3,990 $1.8M
Resources Management Corp. /CT/ 0.25% No change 3,987 $1.8M
Aprio Wealth Management, LLC 0.29% Reduce -3.4% 3,979 $1.8M
Spirit of America Management Corp. 0.36% No change 3,970 $1.8M
Wedgewood Investors Inc. 1.99% No change 3,966 $1.8M
Castle Rock Wealth Management, LLC 0.44% Add +5.2% 4,005 $1.8M
Camden National Bank 0.26% Reduce -30.0% 3,962 $1.8M
Amplius Wealth Advisors, LLC 0.20% No change 3,955 $1.8M
Cannon Financial Strategists, Inc. 0.32% Reduce -1.4% 3,954 $1.8M
Liberty Capital Management, Inc. 0.40% Add +3.8% 3,952 $1.8M
Jackson, Grant Investment Advisers, Inc. 0.68% No change 3,946 $1.8M
Aveo Capital Partners, LLC 0.19% Reduce -19.8% 3,946 $1.8M
Boomfish Wealth Group, LLC 1.11% Reduce -0.5% 3,944 $1.8M
Cove Street Capital, LLC 1.42% Add +9.6% 3,935 $1.8M
Sterling Financial Group, Inc. 0.77% No change 3,935 $1.8M
JMG Financial Group, Ltd. 0.06% Reduce -0.1% 3,930 $1.8M
Brown Financial Advisory 1.28% No change 3,927 $1.8M
Steigerwald, Gordon & Koch Inc. 0.20% Add +18.1% 3,923 $1.8M
Kercheville Advisors, LLC 0.76% Reduce -1.5% 3,919 $1.8M
Alera Investment Advisors, LLC 0.21% Reduce -0.9% 3,908 $1.8M
Cornerstone Wealth Advisors, Inc. 0.50% Reduce -4.2% 3,908 $1.8M
Mine & Arao Wealth Creation & Management, LLC. 0.83% Reduce -1.3% 3,907 $1.8M
Advisory Resource Group 0.38% Reduce -1.3% 3,888 $1.8M
Aristides Capital LLC 0.74% No change 3,884 $1.8M
Hall Laurie J Trustee 0.57% Add +28.5% 3,878 $1.8M
Consolidated Portfolio Review Corp 0.40% Reduce -0.1% 3,874 $1.8M
Williams & Novak, LLC 1.66% Reduce -14.9% 3,869 $1.8M
Rise Advisors, LLC 0.85% Reduce -0.9% 3,869 $1.8M
Wealthspan Partners, LLC 0.88% Add +0.9% 3,865 $1.8M
Capital Wealth Planning, LLC 0.02% Add +0.6% 3,863 $1.8M
Turtle Creek Wealth Advisors, LLC 0.36% Reduce -1.1% 3,861 $1.8M
Bulltick Wealth Management, LLC 0.44% Add +135.2% 3,857 $1.8M
Silverlake Wealth Management LLC 0.68% Add +0.6% 3,851 $1.8M
Gold Investment Management Ltd. 0.74% Reduce -3.8% 3,861 $1.8M
Dodds Wealth, LLC 0.59% Reduce -0.5% 3,885 $1.8M
Lutz Financial Services LLC 0.14% Reduce -6.1% 3,828 $1.8M
Spreng Capital Management, Inc. 0.84% Reduce -34.0% 3,827 $1.8M
Eldridge Investment Advisors, Inc. 0.41% Reduce -13.6% 3,825 $1.8M
Brown Financial Advisors 0.72% Add +4.7% 3,824 $1.8M
Granite Harbor Advisors, Inc. 1.04% Add +18.0% 3,823 $1.8M
Horizon Wealth Management, LLC 0.35% Add +1.8% 3,823 $1.8M
Obsidian Cio, LLC 0.37% Reduce -4.3% 3,816 $1.8M
Integrity Financial Corp 1.03% Add +4.3% 3,813 $1.8M
Osterweis Capital Management Inc. 0.11% Add +0.5% 3,801 $1.7M
Vicus Capital 0.15% Add +2.4% 3,800 $1.7M
MKT Advisors LLC 0.82% No change 3,826 $1.7M
Olde Wealth Management, LLC 0.63% No change 3,791 $1.7M
Tacita Capital Inc 1.13% Reduce -4.1% 3,778 $1.7M
9258 Wealth Management, LLC 0.26% Reduce -0.6% 3,776 $1.7M
Shelton Wealth Management, LLC 0.98% Add +1.3% 3,764 $1.7M
Bridgewealth Advisory Group, LLC 0.63% Add +17.4% 3,763 $1.7M
Optimum Investment Advisors 0.75% Reduce -1.3% 3,755 $1.7M
Yarger Wealth Strategies, LLC 0.95% Add +0.5% 3,729 $1.7M
Guardian Capital Advisors LP 0.17% Reduce -1.4% 3,752 $1.7M
D.B. Root & Company, LLC 0.57% Reduce -7.6% 3,728 $1.7M
Ergawealth Advisors, Inc. 0.85% Add +1.6% 3,728 $1.7M
Laurel Wealth Planning LLC 1.12% No change 3,727 $1.7M
Cypress Financial Planning LLC 0.63% Add +0.1% 3,726 $1.7M
Wealth Advisors of Tampa Bay, LLC 0.72% No change 3,725 $1.7M
PBMares Wealth Management LLC 0.36% Add +1.7% 3,716 $1.7M
First Commonwealth Financial Corp 0.41% Add +2.9% 3,713 $1.7M
RVW Wealth, LLC 0.16% Reduce -5.6% 3,712 $1.7M
Prossimo Advisors, LLC 1.24% New 3,703 $1.7M
Provident Co of the Employees of the Hebrew University LTD 1.92% New 3,700 $1.7M
Arbor Wealth Advisors LLC 1.53% No change 3,694 $1.7M
Convergence Investment Partners, LLC 0.46% Add +12.3% 3,691 $1.7M
Hoertkorn Richard Charles 0.73% Reduce -11.5% 3,674 $1.7M
Atwood & Palmer Inc. 0.12% Add +1.1% 3,684 $1.7M
Sharkey, Howes & Javer 0.24% No change 3,680 $1.7M
Wealth Advisory Solutions, LLC 0.47% Add +6.2% 3,677 $1.7M
Sweet Financial Partners, LLC 0.37% Add +0.9% 3,677 $1.7M
Boulder Wealth Advisors, LLC 0.92% Add +0.1% 3,673 $1.7M
Platte River Wealth Advisors, LLC 0.45% Add +6.2% 3,668 $1.7M
Heartland Bank & Trust Co 0.91% Reduce -0.1% 3,659 $1.7M
Occidental Asset Management, LLC 0.27% Reduce -22.5% 3,657 $1.7M
Puzo Michael J 0.44% Reduce -5.6% 3,655 $1.7M
Gibraltar Capital Management, Inc. 0.76% Add +0.4% 3,653 $1.7M
Milestone Asset Management, LLC 0.38% Add +78.2% 3,651 $1.7M
Wealth Advisors of Iowa, LLC 0.86% New 3,650 $1.7M
Bank of Nova Scotia Trust Co. 0.17% Add +26.2% 3,645 $1.7M
Palisade Asset Management, LLC 0.16% Reduce -12.9% 3,642 $1.7M
Family CFO Inc 0.94% No change 3,639 $1.7M
Rational Advisors, Inc. 0.17% Add +22.3% 3,639 $1.7M
Northwest Investment Counselors, LLC 0.38% No change 3,633 $1.7M
Columbia Bank 0.61% Reduce -1.8% 3,627 $1.7M
Crown Wealth Group, LLC 0.73% Add +2.9% 3,623 $1.7M
Acorn Wealth Advisors, LLC 0.72% Reduce -2.0% 3,623 $1.7M
Madison Wealth Partners, Inc 0.49% Add +9.0% 3,617 $1.7M
IFG Advisors, LLC 0.36% Add +1.7% 3,611 $1.7M
Blackston Financial Advisory Group, LLC 0.86% Add +30.3% 3,605 $1.7M
Spinnaker Investment Group, LLC 0.41% Add +9.9% 3,604 $1.7M
Clean Yield Group 0.53% Reduce -0.1% 3,603 $1.7M
Proffitt & Goodson Inc. 0.27% Add +2.4% 3,599 $1.7M
Park Edge Advisors, LLC 0.47% Add +5.3% 3,595 $1.7M
Bard Associates Inc. 0.56% Add +1.7% 3,587 $1.7M
Community Bank of Raymore 1.25% No change 3,585 $1.7M
Penbrook Management LLC 1.07% Reduce -0.7% 3,580 $1.6M
Sequent Asset Management, LLC 0.81% No change 3,571 $1.6M
WR Wealth Planners, LLC 0.46% Reduce -0.8% 3,569 $1.6M
Brophy Wealth Management, LLC 0.59% — 3,552 $1.6M
GW Henssler & Associates Ltd. 0.09% Add +18.2% 3,547 $1.6M
Value Partners Investments Inc. 0.13% Reduce -9.3% 3,536 $1.6M
Grant Street Asset Management, Inc. 0.48% No change 3,540 $1.6M
Family Capital Management, Inc. 1.05% Reduce -0.7% 3,538 $1.6M
S.A. Mason LLC 0.86% No change 3,538 $1.6M
MV Capital Management, Inc. 0.17% No change 3,525 $1.6M
tru Independence LLC 0.47% Add +10.9% 3,525 $1.6M
Register Financial Advisors LLC 0.83% No change 3,523 $1.6M
Advisors Management Group Inc. 0.38% Add +1.4% 3,516 $1.6M
JT Stratford LLC 0.28% Reduce -14.1% 3,514 $1.6M
Heritage Wealth Management, Inc. 0.53% Reduce -6.8% 3,512 $1.6M
TCFG Wealth Management, LLC 0.82% — 3,507 $1.6M
SFE Investment Counsel 0.34% Reduce -1.1% 3,497 $1.6M
Leisure Capital Management 0.69% Add +0.9% 3,486 $1.6M
Asahi Life Asset Management Co., LTD. 0.97% Add +4.3% 3,485 $1.6M
Durante & Waters, LLC 1.34% Reduce -3.6% 3,480 $1.6M
Essential Planning, LLC. 0.66% Add +2.5% 3,475 $1.6M
Shelter Mutual Insurance Co 0.38% No change 3,474 $1.6M
Patrick M Sweeney & Associates, Inc. 1.17% Add +0.1% 3,462 $1.6M
Uhlmann Price Securities, LLC 1.26% — 3,457 $1.6M
StrongBox Wealth, LLC 0.68% Add +8.2% 3,454 $1.6M
Alpha Family Trust 0.89% No change 3,450 $1.6M
Freedom Investment Management, Inc. 0.13% Reduce -9.5% 3,447 $1.6M
Red Wave Investments LLC 0.55% Add +0.7% 3,438 $1.6M
Fairman Group, LLC 1.43% No change 3,437 $1.6M
Motiv8 Investments LLC 1.06% Add +4.6% 3,422 $1.6M
Hemington Wealth Management 0.42% Reduce -14.3% 3,493 $1.6M
Alliance Wealth Advisors, LLC 0.41% Add +3.4% 3,421 $1.6M
Investment Advisory Group, LLC 0.55% Add +0.6% 3,414 $1.6M
White Lighthouse Investment Management Inc. 0.28% No change 3,410 $1.6M
Birchbrook, Inc. 0.87% Add +282.9% 3,408 $1.6M
Access Financial Services, Inc. 0.72% No change 3,406 $1.6M
Somerville Kurt F 0.25% Reduce -9.3% 3,399 $1.6M
Grove Bank & Trust 0.23% Add +7.2% 3,397 $1.6M
Lecap Asset Management Ltd. 0.34% Reduce -33.4% 3,393 $1.6M
G&S Capital LLC 0.65% Add +0.1% 3,390 $1.6M
Barden Capital Management, Inc. 1.37% Reduce -0.8% 3,388 $1.6M
Tandem Capital Management Corp. 0.82% Reduce -2.2% 3,388 $1.6M
Clarus Group, Inc. 0.66% No change 3,375 $1.6M
Aspen Wealth Management LLC 0.47% Add +1.4% 3,374 $1.6M
Perpetual Ltd 0.02% Reduce -69.5% 3,373 $1.6M
Trilogy Capital Inc. 0.08% Reduce -5.1% 3,369 $1.6M
California First Leasing Corp. 0.67% No change 3,364 $1.5M
Rappaport Reiches Capital Management, LLC 0.41% Reduce -1.5% 3,357 $1.5M
Sage Capital Management, LLC 0.74% No change 3,356 $1.5M
Foresight Global Investors, Inc. 0.84% No change 3,356 $1.5M
Westpac Banking Corp. 0.10% No change 3,344 $1.5M
Cladis Investment Advisory, LLC 1.07% Reduce -3.4% 3,341 $1.5M
LifeSteps Financial, Inc. 1.20% No change 3,340 $1.5M
Abacus Wealth Partners, LLC 0.23% Reduce -32.5% 3,336 $1.5M
Riverwater Partners LLC 0.76% Reduce -1.9% 3,360 $1.5M
Blue Chip Partners, LLC 0.13% Add +1.4% 3,326 $1.5M
Sageworth Trust Co 0.09% Reduce -1.9% 3,324 $1.5M
MPS Loria Financial Planners, LLC 0.45% Add +0.1% 3,312 $1.5M
American Planning Services, Inc. 1.20% Add +2.6% 3,305 $1.5M
Kowal Investment Group, LLC 0.28% Reduce -1.0% 3,295 $1.5M
Gibbs Wealth Management 0.49% Add +14.8% 3,295 $1.5M
Orrstown Financial Services Inc. 0.45% Add +93.8% 3,294 $1.5M
Pennsylvania Capital Management Inc. 0.55% Add +3.7% 3,293 $1.5M
Radnor Capital Management, LLC 0.23% Add +42.1% 3,291 $1.5M
Watershed Private Wealth LLC 0.60% Reduce -0.8% 3,289 $1.5M
Bantamac Capital, LLC 0.73% Reduce -0.6% 3,288 $1.5M
Baron Silver Stevens Financial Advisors, LLC 0.26% Add +2.7% 3,286 $1.5M
Quantum Financial Advisors, LLC 0.24% Add +44.6% 3,281 $1.5M
Capital Market Strategies LLC 0.91% Reduce -1.1% 3,280 $1.5M
South Street Advisors LLC 0.23% No change 3,277 $1.5M
Horst & Graben Wealth Management LLC 0.27% Add +0.1% 3,276 $1.5M
Elevate Wealth Advisory, Inc. 1.12% No change 3,271 $1.5M
First Community Trust NA 1.23% Reduce -0.5% 3,270 $1.5M
Inspirion Wealth Advisors, LLC 0.21% No change 3,266 $1.5M
Watts Gwilliam & Co., LLC 0.33% — 3,309 $1.5M
Paces Ferry Wealth Advisors, LLC 0.86% Add +0.3% 3,257 $1.5M
Stonebrook Private Inc. 0.39% Add +9.6% 3,243 $1.5M
Fairway Wealth LLC 0.76% Reduce -3.8% 3,240 $1.5M
Westside Investment Management, Inc. 0.32% Add +3.4% 3,291 $1.5M
Capital Management Associates, Inc 0.61% Add +2.8% 3,234 $1.5M
Etfidea, LLC 0.47% No change 3,233 $1.5M
Athena Investment Management 0.85% Add +0.3% 3,232 $1.5M
Shepherd Financial Partners LLC 0.18% No change 3,230 $1.5M
MTM Investment Management, LLC 0.58% Add +3.5% 3,213 $1.5M
Oak Harvest Investment Services 0.21% Add +2.9% 3,214 $1.5M
McKinley Carter Wealth Services, Inc. 0.09% Reduce -1.1% 3,213 $1.5M
Noesis Capital Mangement Corp. 0.29% Add +32.9% 3,205 $1.5M
Elyxium Wealth, LLC 0.81% — 3,198 $1.5M
Wolverine Trading, LLC 0.04% Reduce -94.5% 3,214 $1.5M
Cornerstone National Bank & Trust Co 0.66% Add +3.7% 3,191 $1.5M
Heritage Financial Services, LLC 0.20% Add +4.3% 3,189 $1.5M
Rezny Wealth Management, Inc. 0.37% New 3,188 $1.5M
Fernwood Investment Management, LLC 0.48% Reduce -20.3% 3,185 $1.5M
Van Strum & Towne Inc. 0.51% No change 3,181 $1.5M
Indiana Trust & Investment Management Co 0.50% No change 3,178 $1.5M
West Branch Capital LLC 0.50% Add +42.6% 3,171 $1.5M
Traveka Wealth, LLC 0.74% Add +2.4% 3,163 $1.5M
Prairie Wealth Advisors, Inc. 0.72% Add +1.9% 3,163 $1.5M
Dempze Nancy E 0.81% No change 3,156 $1.5M
Sachetta, LLC 0.57% Add +1.0% 3,151 $1.5M
Keeley-Teton Advisors, LLC 0.16% Add +6.8% 3,150 $1.4M
Trigran Investments, Inc. 0.16% No change 3,150 $1.4M
Bank of Marin 1.17% Add +1.6% 3,137 $1.4M
BlackDiamond Wealth Management, LLC 0.87% Reduce -7.0% 3,095 $1.4M
Campbell Capital Management Inc. 0.57% No change 3,133 $1.4M
Beaton Management Co. Inc. 0.73% Add +1.6% 3,130 $1.4M
Oxbow Advisors, LLC 0.15% Add +1.2% 3,126 $1.4M
Peninsula Wealth, LLC 0.25% Add +2.1% 3,086 $1.4M
Wellspring Financial Advisors, LLC 0.17% Reduce -2.2% 3,120 $1.4M
Almanack Investment Partners, LLC. 0.23% Add +1.3% 3,118 $1.4M
Vima LLC 2.94% Reduce -0.6% 3,118 $1.4M
Caas Capital Management LP 0.98% New 3,114 $1.4M
Connable Office Inc. 0.14% Add +0.3% 3,111 $1.4M
Lakeridge Wealth Management LLC 0.79% Reduce -0.4% 3,110 $1.4M
CNB Bank 0.66% Add +14.3% 3,105 $1.4M
Ellevest, Inc. 0.08% Reduce -0.6% 3,100 $1.4M
IAM Advisory, LLC 0.36% Add +0.7% 3,095 $1.4M
First Bank & Trust 0.27% Add +3.4% 3,094 $1.4M
Lumbard & Kellner, LLC 0.63% Reduce -1.4% 3,092 $1.4M
Summit X, LLC 0.35% Reduce -18.2% 3,488 $1.4M
Fi3 FINANCIAL ADVISORS, LLC 0.56% Add +2.6% 3,084 $1.4M
American Trust 0.12% Reduce -7.9% 3,066 $1.4M
Pursue Wealth Partners LLC 0.77% Add +406.6% 3,065 $1.4M
Retirement Investment Advisors, Inc. 0.15% Add +0.7% 3,065 $1.4M
Signature Wealth Management Partners, LLC 1.02% Reduce -3.9% 3,061 $1.4M
Smart Money Group LLC 0.50% Add +4.1% 3,124 $1.4M
Gries Financial LLC 0.26% Add +127.0% 3,058 $1.4M
MBM Wealth Consultants, LLC 0.44% Add +7.9% 3,056 $1.4M
Allied Investment Advisors, LLC 0.28% Add +0.8% 3,048 $1.4M
Inspire Advisors, LLC 0.17% Add +7.5% 3,044 $1.4M
Act Wealth Management, LLC 0.62% Add +21.4% 3,039 $1.4M
Landmark Wealth Management, Inc. 0.69% No change 3,024 $1.4M
Arkansas Financial Group, Inc. 0.23% Add +4.8% 3,023 $1.4M
Wealthgarden F.S. LLC 1.35% Reduce -0.4% 3,022 $1.4M
Americana Partners, LLC 0.09% Add +21.1% 3,017 $1.4M
Hubbell Strickland Wealth Management, LLC 0.65% Add +3.7% 3,014 $1.4M
Centerpoint Advisors, LLC 0.48% Reduce -35.8% 3,009 $1.4M
Rollins Financial Advisors, LLC 0.23% Add +1.5% 3,003 $1.4M
Capital Management Associates 1.54% No change 3,000 $1.4M
Hennessy Advisors Inc. 0.04% No change 3,000 $1.4M
Amarillo National Bank 0.25% No change 2,999 $1.4M
Fairscale Capital, LLC 1.21% Reduce -2.8% 2,993 $1.4M
CGN Advisors LLC 0.14% Add +14.0% 2,992 $1.4M
Pasadena Private Wealth, LLC 0.29% Reduce -0.2% 2,989 $1.4M
Round Rock Advisors LLC 0.32% No change 2,987 $1.4M
Wealth Group, Ltd. 0.92% Add +9.9% 2,981 $1.4M
BayBridge Capital Group, LLC 0.99% Add +1.5% 2,980 $1.4M
Keeler & Nadler Financial Planning & Wealth Management 0.67% Reduce -0.1% 2,977 $1.4M
Colorado Capital Management, Inc. 0.68% Reduce -0.8% 2,977 $1.4M
Greatmark Investment Partners, Inc. 0.19% Reduce -0.7% 2,975 $1.4M
Paragon Capital Management LLC 0.71% Add +0.9% 2,970 $1.4M
Oliver Luxxe Assets LLC 0.24% Add +7.4% 2,970 $1.4M
DeDora Capital, Inc. 0.38% Add +0.6% 2,968 $1.4M
Montz Harcus Wealth Management LLC 0.80% Add +0.3% 2,967 $1.4M
Biechele Royce Advisors 0.45% Add +1.0% 2,965 $1.4M
Smith Thornton Advisors LLC 0.90% No change 2,962 $1.4M
AllSquare Wealth Management LLC 0.77% Reduce -1.7% 2,960 $1.4M
Farley Capital L.P. 1.20% No change 2,949 $1.4M
F/m Investments LLC 0.04% New 3,061 $1.4M
Bryant Woods Investment Advisors, LLC 0.69% Reduce -3.3% 2,942 $1.4M
Advus Financial Partners, LLC 0.39% No change 2,937 $1.4M
Halpern Financial, Inc. 0.35% Reduce -4.8% 2,953 $1.3M
Jacobsen Capital Management 0.57% Add +2.2% 2,926 $1.3M
Point Windward Advisors Inc. 0.51% Reduce -24.5% 2,925 $1.3M
Cahill Wealth Management, LLC 0.69% Add +127.0% 2,922 $1.3M
IMA Advisory Services, Inc. 0.29% New 2,919 $1.3M
Fermata Advisors, LLC 0.27% Add +10.9% 2,919 $1.3M
All Terrain Financial Advisors, LLC 0.51% Reduce -1.8% 2,914 $1.3M
HT Partners LLC 0.47% Reduce -4.0% 2,912 $1.3M
Strid Group, LLC 0.20% No change 2,908 $1.3M
First United Bank & Trust 0.48% Reduce -5.7% 2,904 $1.3M
Sovereign Financial Group, Inc. 0.31% Add +0.7% 2,904 $1.3M
Great Diamond Partners, LLC 0.34% Reduce -2.8% 2,900 $1.3M
Davis Capital Management 1.05% Add +3.5% 2,888 $1.3M
Prosperity Wealth Management, Inc. 0.53% Add +257.4% 2,888 $1.3M
Harbour Capital Advisors, LLC 0.31% No change 2,906 $1.3M
Mowery & Schoenfeld Wealth Management, LLC 2.09% Add +6.5% 2,868 $1.3M
CCG Wealth Management, LLC 0.74% Add +0.4% 2,868 $1.3M
Benchmark Wealth Management, LLC 0.65% No change 2,864 $1.3M
Patron Partners, LLC 0.73% Add +0.3% 2,863 $1.3M
Hemenway Trust Co LLC 0.10% Reduce -4.3% 2,862 $1.3M
Objective Capital Management, LLC 0.77% — 2,852 $1.3M
Courage Miller Partners, LLC 0.44% No change 2,850 $1.3M
Chesley Taft & Associates LLC 0.06% Reduce -3.4% 2,846 $1.3M
Cascades Capital Asset Management, LLC 0.74% — 2,841 $1.3M
Pinnacle West Asset Management, Inc. 0.94% Reduce -0.3% 2,835 $1.3M
Cyndeo Wealth Partners, LLC 0.09% Add +6.5% 2,830 $1.3M
Cairn Investment Group, Inc. 0.72% No change 2,828 $1.3M
Agate Pass Investment Management, LLC 0.65% Add +14.2% 2,827 $1.3M
Greenfield Savings Bank 0.62% No change 2,827 $1.3M
Sollinda Capital Management LLC 0.37% Reduce -1.1% 2,826 $1.3M
Werba Rubin Papier Wealth Management 0.30% Add +20.3% 2,823 $1.3M
Marco Investment Management LLC 0.11% Reduce -0.9% 2,820 $1.3M
Goldstream Capital Management Ltd 0.59% New 2,814 $1.3M
Oakwell Private Wealth Management, LLC 0.37% Reduce -0.7% 2,808 $1.3M
Lee Johnson Capital Management, LLC 0.66% Reduce -94.2% 2,807 $1.3M
Trueblood Wealth Management, LLC 0.65% No change 2,806 $1.3M
Sprinkle Financial Consultants LLC 0.92% Reduce -1.2% 2,805 $1.3M
Pacific Sage Partners, LLC 0.31% Reduce -2.9% 2,804 $1.3M
Coastwise Capital Group, LLC 1.06% Reduce -25.9% 2,803 $1.3M
BCK Partners, Inc. 0.61% Reduce -23.0% 2,800 $1.3M
Stablepoint Partners, LLC 0.23% Add +3.7% 2,800 $1.3M
WESPAC Advisors SoCal, LLC 0.30% Add +1.8% 2,796 $1.3M
Charter Research & Investment Group, Inc. 0.95% Reduce -5.2% 2,790 $1.3M
Financial Enhancement Group LLC 0.25% Reduce -5.9% 3,964 $1.3M
Missouri Trust & Investment Co 0.45% Add +1.6% 2,785 $1.3M
WMG Financial Advisors, LLC 0.58% Add +7.1% 2,784 $1.3M
Matrix Asset Advisors Inc. 0.14% No change 2,774 $1.3M
Fulcrum Capital LLC 0.28% No change 2,770 $1.3M
Barnes Pettey Financial Advisors, LLC 1.02% Add +8.3% 2,767 $1.3M
Wolff Financial Management LLC 0.35% No change 2,766 $1.3M
Ullmann Wealth Partners Group, LLC 0.16% Add +1.9% 2,763 $1.3M
Marshall Financial Group, LLC 0.30% Add +10.7% 2,761 $1.3M
McLean Asset Management Corp 0.38% Reduce -2.7% 2,750 $1.3M
Jessup Wealth Management, Inc 0.58% Add +0.1% 2,760 $1.3M
Catalyst Private Wealth, LLC 0.62% Reduce -1.8% 2,757 $1.3M
Mindset Wealth Management, LLC 0.52% — 2,754 $1.3M
Legend Financial Advisors, Inc. 0.87% Add +0.5% 2,749 $1.3M
Ackerman Capital Advisors, LLC 0.33% No change 2,749 $1.3M
First County Bank 0.62% Add +2.4% 2,745 $1.3M
Fortune 45 LLC 0.89% Add +0.7% 2,737 $1.3M
Hoey Investments, Inc. 0.24% No change 3,096 $1.3M
Long Run Wealth Advisors, LLC 0.30% Add +21.0% 2,735 $1.3M
Denver Wealth Management, Inc. 0.58% Reduce -1.3% 2,732 $1.3M
DT Investment Partners, LLC 0.10% Add +6.5% 2,729 $1.3M
Unique Wealth, LLC 0.29% Add +20.5% 2,723 $1.3M
Consilium Wealth Advisory, LLC 0.68% Add +2.9% 2,715 $1.2M
Ssi Investment Management LLC 0.47% Reduce -0.0% 2,700 $1.2M
Clarkston Capital Partners, LLC 0.02% No change 2,696 $1.2M
Perissos Private Wealth Management, LLC 0.99% Add +4.4% 2,689 $1.2M
Ellenbecker Investment Group 0.23% Add +6.4% 2,686 $1.2M
Compass Advisory Group LLC 0.48% Add +3.9% 2,681 $1.2M
First Bancorp, Inc 0.86% Reduce -5.8% 2,681 $1.2M
Family Firm, Inc. 0.27% Reduce -93.6% 2,680 $1.2M
Syntegra Private Wealth Group, LLC 0.14% Add +0.8% 2,677 $1.2M
Carmel Capital Partners, LLC 0.48% No change 2,675 $1.2M
Country Trust Bank 0.03% Add +8.1% 2,672 $1.2M
Veracity Capital LLC 0.47% Add +6.3% 2,667 $1.2M
Twin Peaks Wealth Advisors, LLC 0.57% Reduce -8.1% 2,665 $1.2M
Francis Financial, Inc. 0.32% Add +14.8% 2,659 $1.2M
Cardinal Strategic Wealth Guidance 0.40% Reduce -1.1% 2,658 $1.2M
McNaughton Wealth Management, LLC 0.59% Add +0.8% 2,653 $1.2M
Legacy Capital Group California, Inc. 0.41% Add +13.3% 2,650 $1.2M
River Street Advisors LLC 0.67% Reduce -2.6% 2,648 $1.2M
Onyx Bridge Wealth Group LLC 0.18% Add +18.9% 2,648 $1.2M
Creekmur Asset Management LLC 0.29% Reduce -3.2% 2,645 $1.2M
Financial Management Professionals, Inc. 0.15% Add +0.3% 2,645 $1.2M
Rowlandmiller & Partners.adv 0.25% Add +0.4% 2,642 $1.2M
Flynn Zito Capital Management, LLC 0.59% Reduce -7.0% 2,639 $1.2M
Goldstone Financial Group, LLC 0.21% Add +38.1% 2,634 $1.2M
BCS Wealth Management 0.52% Add +9.7% 2,633 $1.2M
Darden Wealth Group Inc 0.87% Add +0.2% 2,633 $1.2M
Syverson Strege & Co 0.41% Reduce -9.9% 2,630 $1.2M
Seascape Capital Management 0.43% Add +0.2% 2,626 $1.2M
Rice Hall James & Associates, LLC 0.07% Reduce -6.3% 2,625 $1.2M
First Financial Bankshares Inc 0.03% Add +4.5% 2,622 $1.2M
Abundance Wealth Counselors 0.25% Add +12.8% 2,621 $1.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.46% No change 2,725 $1.2M
Financial Network Wealth Advisors LLC 0.99% Add +2.3% 2,618 $1.2M
Valtinson Bruner Financial Planning LLC 0.42% Add +7.4% 2,617 $1.2M
Northwest Capital Management Inc 0.43% No change 2,611 $1.2M
Atom Investors LP 0.13% Add +3.2% 2,608 $1.2M
Wellington Shields Capital Management, LLC 0.21% Add +5.3% 2,600 $1.2M
Beacon Capital Management, LLC 0.17% Add +2.4% 2,599 $1.2M
MN Wealth Advisors, LLC 0.68% Reduce -0.6% 2,593 $1.2M
Acorns Advisers, LLC 0.01% Add +15.2% 2,591 $1.2M
Atwater Malick LLC 0.38% Add +0.4% 2,591 $1.2M
Burton Enright Welch 0.26% No change 2,585 $1.2M
Per Stirling Capital Management, LLC. 0.16% Add +4.3% 2,580 $1.2M
Parkside Advisors LLC 0.28% Reduce -31.9% 2,574 $1.2M
Affinity Capital Advisors, LLC 0.23% Add +6.2% 2,574 $1.2M
CMC Financial Group 1.73% Reduce -6.7% 2,559 $1.2M
McGlone Suttner Wealth Management, Inc. 0.24% Add +4.0% 2,558 $1.2M
Warner Financial, Inc. 0.52% No change 2,555 $1.2M
BlueSky Wealth Advisors, LLC 0.18% No change 2,553 $1.2M
Cassia Capital Partners, LLC 0.78% Reduce -5.1% 2,552 $1.2M
Sawgrass Asset Management LLC 0.12% Reduce -0.1% 2,551 $1.2M
Full Sail Capital, LLC 0.08% Add +22.1% 2,550 $1.2M
Investmark Advisory Group LLC 0.57% No change 2,546 $1.2M
Financial Perspectives, Inc 0.41% No change 2,543 $1.2M
Valley Brook Capital Group, Inc. 0.84% Add +0.2% 2,540 $1.2M
Horizon Family Wealth, Inc. 0.83% Add +0.7% 2,537 $1.2M
High Net Worth Advisory Group LLC 0.33% Reduce -7.8% 2,536 $1.2M
CarsonAllaria Wealth Management, Ltd. 0.67% No change 2,530 $1.2M
Activest Wealth Management 0.36% Add +8.5% 2,529 $1.2M
Triune Financial Partners, LLC 0.37% Reduce -1.9% 2,528 $1.2M
Kennebec Savings Bank 1.15% — 2,516 $1.2M
ShoreHaven Wealth Partners, LLC 0.56% Reduce -3.1% 2,515 $1.2M
Cary Street Partners Asset Management LLC 0.15% Reduce -1.2% 2,515 $1.2M
Washburn Capital Management, Inc. 0.83% Add +2.1% 2,510 $1.2M
Cascade Investment Advisors, Inc. 0.74% Reduce -1.8% 2,510 $1.2M
Mountain Capital Investment Advisors Inc. 0.25% Reduce -0.8% 2,475 $1.2M
Ariadne Wealth Management, LP 0.63% Add +38.3% 2,508 $1.2M
Private Wealth Management Group, LLC 0.46% Add +0.6% 2,504 $1.2M
Rodgers Brothers Inc. 0.15% Reduce -5.2% 2,503 $1.2M
RAM Investment Partners, LLC 0.30% Add +1.2% 2,503 $1.2M
VestGen Investment Management 0.32% Add +3.0% 2,499 $1.2M
Wealth Forward, LLC 0.80% Reduce -5.8% 2,493 $1.1M
Kensington Investment Counsel, LLC 0.48% Add +1.0% 2,485 $1.1M
Wealth Group Ltd 0.33% No change 2,485 $1.1M
Creative Capital Management Investments LLC 0.48% Add +1.6% 2,484 $1.1M
Narus Financial Partners, LLC 0.41% Reduce -2.3% 2,470 $1.1M
Wealthquest Corp 0.10% Reduce -0.3% 2,481 $1.1M
TLWM 0.23% Reduce -2.2% 2,464 $1.1M
Beacon Financial Advisory LLC 0.39% Add +15.4% 2,462 $1.1M
Warwick Investment Management, Inc. 0.27% Add +32.3% 2,456 $1.1M
Kintra Wealth, LLC 0.77% Reduce -11.1% 2,453 $1.1M
River Global Investors LLP 0.24% Add +5.7% 2,449 $1.1M
Prairie Sky Financial Group LLC 0.64% Add +23.8% 2,447 $1.1M
SC&H Financial Advisors, Inc. 0.25% No change 2,439 $1.1M
Safeguard Financial, LLC 0.26% Add +4.8% 2,433 $1.1M
Bruni J V & Co. 0.12% Reduce -3.1% 2,433 $1.1M
Spectrum Planning & Advisory Services Inc. 1.08% Add +0.3% 2,431 $1.1M
Mountain Pacific Investment Advisers LLC 0.08% Add +0.0% 2,426 $1.1M
Treynor Bancshares, Inc. 1.14% Reduce -5.2% 2,425 $1.1M
Sunesis Advisors, LLC 0.67% Reduce -13.1% 2,424 $1.1M
Element Wealth, LLC 0.59% Add +0.5% 2,412 $1.1M
Hexagon Capital Partners LLC 0.22% Reduce -3.2% 2,412 $1.1M
Phocas Financial Corp. 0.13% No change 2,412 $1.1M
Etesian Wealth Advisors, Inc. 0.50% Add +239.4% 2,410 $1.1M
Towne Trust Company, N.A 0.40% Reduce -3.0% 2,408 $1.1M
Home Federal Bank of Tennessee 0.32% Add +0.2% 2,408 $1.1M
Eagle Bay Advisors LLC 0.42% Reduce -22.9% 2,406 $1.1M
Centennial Wealth Advisory LLC 0.43% Reduce -3.9% 2,405 $1.1M
Prosperitas Financial LLC 0.59% Add +18.0% 2,396 $1.1M
Wealthstream Advisors, Inc. 0.20% Add +1.7% 2,395 $1.1M
Chapman Investment Management, LLC 0.80% No change 2,391 $1.1M
Fortem Financial Group, LLC 0.45% Add +29.6% 2,385 $1.1M
Members Trust Co 0.04% No change 2,377 $1.1M
Maia Wealth LLC 0.27% Add +25.1% 2,387 $1.1M
Signet Financial Management, LLC 0.14% Reduce -0.5% 2,373 $1.1M
Eclectic Associates Inc. 0.43% No change 2,372 $1.1M
Riggs Asset Managment Co. Inc. 0.30% No change 2,362 $1.1M
Cohen Capital Management, Inc. 0.18% Add +24.9% 2,355 $1.1M
PAX Financial Group, LLC 0.19% Add +0.5% 2,354 $1.1M
KPP Advisory Services LLC 0.26% Add +41.3% 2,349 $1.1M
Ironsides Asset Advisors, LLC 0.31% Add +42.2% 2,347 $1.1M
Canopy Partners, LLC 0.46% Reduce -0.1% 2,346 $1.1M
Consilio Wealth Advisors, LLC 0.45% Reduce -2.4% 2,345 $1.1M
Farmers Trust Co. 0.20% Add +13.3% 2,342 $1.1M
Clear Creek Financial Management, LLC 0.12% Add +1.5% 2,342 $1.1M
Round Hill Asset Management 0.71% No change 2,340 $1.1M
Broadleaf Partners, LLC 0.25% No change 2,339 $1.1M
Planning Alternatives Ltd. 0.16% No change 2,338 $1.1M
Sachem Hill LLC 0.22% No change 2,331 $1.1M
TPG Advisors LLC 0.84% No change 2,329 $1.1M
Private Client Services, LLC 0.58% Add +10.4% 2,328 $1.1M
Covington Investment Advisors Inc. 0.16% Add +0.1% 2,324 $1.1M
360 Financial, Inc. 0.40% Add +0.4% 2,324 $1.1M
CMH Wealth Management LLC 0.25% No change 2,322 $1.1M
Sage Rhino Capital LLC 0.24% Add +0.7% 2,319 $1.1M
Gallagher Fiduciary Advisors, LLC 0.22% Add +27.5% 2,318 $1.1M
Lwmg, LLC 0.20% Reduce -0.4% 2,310 $1.1M
Lebenthal Global Advisors, LLC 0.22% Add +3.2% 2,307 $1.1M
Boltwood Capital Management 0.31% Reduce -2.5% 2,306 $1.1M
Essex LLC 0.22% Reduce -1.2% 2,306 $1.1M
Woodward Diversified Capital, LLC 0.67% Add +2.7% 2,302 $1.1M
Hill Investment Group Partners, LLC 0.15% Reduce -1.8% 2,604 $1.1M
Visionary Horizons, LLC 0.71% No change 2,291 $1.1M
First International Bank & Trust 0.34% Add +5.7% 2,289 $1.1M
Second Line Capital, LLC 0.29% Add +10.2% 2,288 $1.1M
Total Investment Management Inc. 0.12% No change 2,284 $1.1M
Willis Johnson & Associates, Inc. 0.08% Reduce -3.1% 2,279 $1.0M
Sheets Smith Wealth Management 0.13% Reduce -9.3% 2,277 $1.0M
Accuvest Global Advisors 0.90% New 2,275 $1.0M
Mascoma Wealth Management LLC 0.26% Add +1.0% 2,274 $1.0M
Sunpointe, LLC 0.86% Add +7.1% 2,273 $1.0M
First National Bank & Trust Co. of Newtown 0.20% Add +4.1% 2,265 $1.0M
Tarbox Family Office, Inc. 0.17% Reduce -0.7% 2,261 $1.0M
Diversified Portfolios, Inc. 0.11% Reduce -25.0% 2,257 $1.0M
Financiere des Professionnels - Fonds d'investissement inc. 0.07% New 2,256 $1.0M
Redwood Investment Management, LLC 0.09% Add +85.9% 2,255 $1.0M
American Assets Investment Management, LLC 0.09% No change 2,250 $1.0M
Maiden Cove Capital, LLC 1.61% Add +11.8% 2,249 $1.0M
waypoint wealth counsel 0.70% Add +6.1% 2,248 $1.0M
Richard P Slaughter Associates Inc 0.24% Reduce -1.8% 2,243 $1.0M
Landaas & Co. /Wi 0.29% Add +21.7% 2,240 $1.0M
Brass Tax Wealth Management, Inc. 0.22% Add +71.0% 2,233 $1.0M
Stamos Capital Partners, L.P. 0.24% Reduce -11.2% 2,220 $1.0M
Financial Alternatives, Inc 0.72% Add +4.7% 2,211 $1.0M
Garrison Point Advisors, LLC 0.63% No change 2,210 $1.0M
Charter Oak Capital Management, LLC 0.10% Add +0.7% 2,208 $1.0M
Mattern Capital Management, LLC 0.13% Add +5.9% 2,208 $1.0M
First Pacific Financial 0.24% Reduce -9.8% 2,206 $1.0M
Cedar Point Capital Partners, LLC 0.70% Add +0.7% 2,203 $1.0M
Power Wealth Management LLC 0.43% Add +11.1% 2,201 $1.0M
Concorde Asset Management, LLC 0.57% Reduce -8.0% 2,199 $1.0M
Tempus Wealth Planning, LLC 0.37% Add +4.0% 2,192 $1.0M
626 Financial, LLC 0.56% Reduce -3.3% 2,190 $1.0M
Argyle Capital Management, LLC 0.40% Add +4.3% 2,190 $1.0M
Heck Capital Advisors, LLC 0.12% Reduce -1.1% 2,189 $1.0M
USAdvisors Wealth Management, LLC 0.35% Add +2.3% 2,202 $1.0M
Sterling Financial Planning, Inc. 0.37% Reduce -4.8% 2,186 $1.0M
Renaissance Group LLC 0.04% Reduce -3.4% 2,185 $1.0M
Seven Mile Advisory 0.66% Add +6.6% 2,183 $1.0M
Knightsbridge Asset Management, LLC 0.23% Reduce -2.1% 2,178 $1.0M
Omnia Family Wealth, LLC 0.43% Add +12.8% 2,178 $1.0M
United Advisor Group, LLC 0.23% Add +8.2% 2,176 $1.0M
Scientech Research LLC 0.20% New 2,176 $1.0M
Capital Advisors, Ltd. LLC 0.12% Add +0.4% 2,173 $1.0M
Hilltop Partners LLC 0.34% Add +11.3% 2,172 $1000K
Wick Capital Partners, LLC 0.32% Add +31.5% 2,170 $999K
Paladin Wealth, LLC 0.87% — 2,167 $997K
apricus wealth, LLC 0.66% Reduce -0.9% 2,161 $995K
Red Lighthouse Investment Management, LLC 0.39% Reduce -0.1% 2,159 $994K
Sage Investment Advisers LLC 1.04% Reduce -0.9% 2,158 $993K
Defined Wealth Management, LLC 0.65% Add +1.7% 2,158 $993K
Marquette Asset Management, LLC 0.16% Reduce -8.5% 2,153 $991K
SimpliFi, Inc. 0.44% No change 2,150 $990K
Index Fund Advisors, Inc. 0.05% Add +1.5% 2,148 $989K
Taylor Hoffman Capital Management LLC 0.38% — 2,189 $987K
CoreFirst Bank & Trust 0.57% No change 2,138 $984K
Concentric Wealth Management, LLC 0.24% Reduce -3.4% 2,137 $984K
Stableford Capital II LLC 0.39% Reduce -4.3% 2,136 $983K
Insight Folios Inc 0.35% Add +16.0% 2,135 $983K
Johnson Financial Group, LLC 0.12% Reduce -0.8% 2,132 $981K
BKM Wealth Management, LLC 0.40% New 2,131 $981K
Congress Asset Management Co. 0.01% No change 2,125 $978K
New Covenant Trust Company, N.A. 0.94% Add +28.9% 2,129 $974K
Phillips Financial Management, LLC 0.08% Reduce -9.9% 2,113 $973K
Elk River Wealth Management LLC 0.18% New 2,110 $971K
IMZ Advisory Inc 0.45% Add +3.5% 2,100 $970K
McGowan Group Asset Management, Inc. 0.13% Add +0.5% 2,107 $970K
Abel Hall, LLC 0.63% Reduce -0.1% 2,106 $969K
Selective Wealth Management, Inc. 0.40% Reduce -2.2% 2,132 $967K
nVerses Capital, LLC 0.44% New 2,100 $967K
Harbor Group, Inc. 0.22% Reduce -2.1% 2,100 $967K
Elevated Capital Advisors, LLC 0.26% Add +113.8% 2,100 $966K
DDFG, Inc 0.28% No change 2,099 $966K
Vista Investment Management 0.36% Add +0.8% 2,096 $965K
Geo Capital Gestora de Recursos Ltd 1.14% Reduce -86.0% 2,094 $964K
Investidor Profissional Gestao de Recursos Ltda. 0.87% Reduce -84.0% 2,094 $964K
ABLE Financial Group, LLC 0.30% Add +3.0% 2,093 $963K
MBA Advisors LLC 0.46% Add +0.1% 2,091 $962K
BOS Asset Management, LLC 0.36% No change 2,085 $960K
Mangrove Partners Im, LLC 0.09% New 2,081 $958K
Milestones Administradora de Recursos Ltda. 0.38% No change 2,080 $957K
Blue Edge Capital, LLC 0.15% Add +6.8% 2,080 $957K
Van Eck Associates Corp. 0.00% Add +4.7% 2,079 $957K
Tang Capital Management LLC 0.07% Add +192.4% 2,079 $957K
Cascade Investment Group, Inc. 0.70% Reduce -15.1% 2,079 $957K
VERITY Wealth Advisors 0.67% Add +10.7% 2,075 $955K
Revisor Wealth Management LLC 0.60% Add +15.0% 2,075 $955K
Aristotle Capital Management, LLC 0.00% No change 2,075 $955K
CKW Financial Group 0.12% Add +97.3% 2,085 $954K
LaSalle St. Investment Advisors, LLC 0.37% Add +2.5% 2,072 $953K
Austin Wealth Management, LLC 0.21% Reduce -2.8% 2,099 $951K
Lagoda Investment Management, L.P. 0.55% No change 2,065 $950K
Raleigh Capital Management Inc. 0.37% Add +5.4% 2,061 $949K
Greenhouse Wealth Management, LLC 0.64% No change 2,060 $948K
Empirical Asset Management, LLC 0.34% Add +0.0% 7,205 $948K
CAP Partners, LLC 0.71% Add +0.5% 2,059 $948K
Cedrus LLC 0.35% Add +13.9% 2,058 $947K
Laird Norton Wetherby Wealth Management, LLC 0.04% No change 2,055 $946K
Navalign, LLC 0.28% Add +0.2% 2,049 $943K
Cookson Peirce & Co. Inc. 0.04% Add +12.2% 2,048 $943K
Sunflower Bank, N.A. 0.26% Reduce -1.2% 2,045 $941K
Riversedge Advisors, LLC 0.21% Add +0.8% 2,045 $941K
Triton Wealth Management, PLLC 0.53% Reduce -6.5% 2,051 $941K
William Allan Corp 0.58% Add +3.5% 2,043 $940K
Anderson Hoagland & Co. 0.10% No change 2,035 $940K
TNF LLC 0.34% No change 2,051 $939K
Mayar Capital Ltd. 0.91% No change 2,038 $938K
Ogorek Anthony Joseph /NY/ 0.32% No change 2,038 $938K
Redmont Wealth Advisors LLC 1.46% Reduce -9.3% 2,030 $934K
Partnership Wealth Management, LLC 0.66% New 2,030 $934K
Bigelow Investment Advisors, LLC 0.42% Reduce -0.3% 2,029 $934K
NCM Capital Management, LLC 0.45% No change 2,028 $933K
Boyar Asset Management Inc. 0.60% Reduce -2.2% 2,026 $932K
Iron Horse Wealth Management, LLC 0.32% Add +2.3% 2,022 $931K
Virtus Advisers, LLC 0.44% Reduce -0.6% 2,022 $931K
Argent Capital Management LLC 0.03% Reduce -3.5% 2,020 $930K
Spectrum Investment Advisors, Inc. 0.64% Reduce -0.7% 2,019 $929K
L & S Advisors Inc 0.11% Reduce -90.7% 2,016 $928K
Juncture Wealth Strategies, LLC 0.36% Reduce -3.5% 2,015 $927K
LJI Wealth Management, LLC 0.19% Add +4.6% 2,015 $927K
SYM FINANCIAL Corp 0.12% Add +13.1% 2,011 $926K
Financial Futures Ltd Liability Co. 0.53% Add +294.1% 2,010 $925K
Jackson Thornton Wealth Management, LLC 0.12% No change 2,009 $925K
Five Oceans Advisors 0.44% Add +0.1% 2,006 $923K
Symmetry Investments LP 0.20% New 2,000 $921K
GDS Wealth Management 0.09% Add +5.8% 2,000 $921K
Kiely Wealth Advisory Group, Inc. 0.58% Reduce -2.5% 1,966 $920K
Campion Asset Management 0.67% Reduce -2.7% 1,991 $916K
Gleason Group, Inc. 0.17% Reduce -5.7% 1,988 $915K
Roberts Financial Services LLC 0.17% Reduce -0.6% 1,987 $915K
Gentry Private Wealth, LLC 0.75% Reduce -0.1% 1,986 $914K
Annapolis Financial Services, LLC 0.27% Add +1.3% 1,985 $913K
Forza Wealth Management, LLC 0.42% Add +15.3% 1,977 $910K
Strategic Advocates LLC 0.33% No change 1,976 $909K
Cynosure Group, LLC 0.13% New 1,976 $909K
True Link Financial Advisors, LLC 0.08% Add +0.5% 1,975 $909K
Clear Point Advisors Inc. 0.70% Add +0.8% 1,972 $908K
Ewa, LLC 0.32% Add +15.3% 1,939 $907K
Sequent Planning LLC 0.31% Reduce -14.4% 1,966 $905K
Holowesko Partners Ltd. 0.48% No change 1,965 $904K
Asset Planning Services Inc. /La/ 0.45% Reduce -5.3% 1,965 $904K
Transcendent Capital Group LLC 0.46% Add +15.0% 1,964 $904K
Wealthcare Capital Management LLC 0.09% Add +2.9% 1,958 $901K
Family Investment Center, Inc. 0.23% Reduce -18.6% 1,956 $900K
Sugarloaf Wealth Management, LLC 0.15% Reduce -8.7% 1,956 $900K
Emerald Advisors, LLC 0.13% Reduce -11.4% 1,936 $900K
Austin Private Wealth, LLC 0.09% Reduce -19.0% 1,952 $899K
Security Financial Services, INC. 0.18% Add +0.8% 1,951 $898K
Capital CS Group, LLC 1.08% No change 1,950 $898K
One Wealth Advisors, LLC 0.14% Reduce -35.2% 1,947 $896K
Curated Wealth Partners LLC 0.11% Add +2.1% 1,944 $895K
Realta Investment Advisors 0.41% Reduce -89.4% 1,944 $894K
Ulland Investment Advisors, LLC 0.67% Reduce -4.4% 1,942 $894K
Curran Financial Partners, LLC 0.25% Reduce -1.3% 1,941 $893K
Cedar Mountain Advisors, LLC 0.20% Add +2.2% 1,941 $893K
Hoxton Planning & Management, LLC 0.35% Add +7.7% 1,939 $892K
EWG Elevate Inc. 0.36% Reduce -4.2% 1,938 $892K
Gerber, LLC 0.65% No change 1,936 $891K
RFP Financial Group LLC 0.29% Reduce -40.7% 1,932 $889K
Gilman Hill Asset Management, LLC 0.15% Reduce -3.5% 1,928 $887K
Advantage Trust Co 0.60% No change 1,927 $887K
KFG Wealth Management, LLC 0.19% Add +1.5% 1,927 $887K
Continental Investors Services, Inc. 1.82% Reduce -6.2% 1,937 $886K
Vanguard Capital Wealth Advisors 0.93% Reduce -3.0% 1,923 $885K
Blue Bell Private Wealth Management, LLC 0.17% Reduce -0.7% 1,923 $885K
Investment Partners Asset Management, Inc. 0.72% Reduce -0.5% 1,918 $883K
Clayton Financial Group LLC 0.33% Add +7.0% 1,918 $883K
Legacy Capital Wealth Partners, LLC 0.18% Reduce -1.9% 1,917 $882K
Planned Solutions, Inc. 0.36% No change 1,915 $881K
Bogart Wealth, LLC 0.04% Add +30.4% 1,912 $880K
Net Worth Advisory Group 0.26% — 1,909 $878K
Legacy PCG, LLC 0.62% Reduce -17.3% 1,900 $874K
Dearborn Partners LLC 0.04% Reduce -1.3% 1,899 $874K
Probity Advisors, Inc. 0.17% Reduce -2.7% 1,897 $873K
WestHill Financial Advisors, Inc. 0.20% Add +1.7% 1,894 $872K
JGP Wealth Management, LLC 0.11% Add +32.8% 1,893 $871K
Matrix Private Capital Group LLC 0.50% No change 1,889 $870K
White Pine Capital LLC 0.30% Add +4.0% 1,889 $869K
Choice Wealth Advisors LLC 0.43% Reduce -1.3% 1,888 $869K
Kolinsky Wealth Management, LLC 0.56% Add +7.3% 1,883 $867K
Oceanside Advisors LLC 0.65% No change 1,882 $866K
Estabrook Capital Management 0.13% No change 1,880 $865K
Wealth Dimensions Group, Ltd. 0.22% Reduce -0.8% 1,879 $865K
Von Berge Wealth Management Group, LLC 0.53% Reduce -10.2% 1,844 $865K
DGS Capital Management, LLC 0.23% Add +3.1% 1,876 $863K
Lam Group, Inc. 0.61% No change 1,873 $862K
Paragon Financial Partners, Inc. 0.63% No change 1,870 $861K
Cornerstone Advisors Asset Management, LLC 0.19% No change 1,870 $861K
Meritas Wealth Management, LLC 0.53% Add +1.4% 1,866 $859K
Horan Securities, Inc. 0.33% Reduce -14.7% 1,866 $859K
Falcon Wealth Planning 0.10% Add +4.5% 1,865 $858K
Covestor Ltd 0.54% Reduce -7.1% 1,854 $854K
Wallington Asset Management, LLC 0.12% Add +85.6% 1,856 $854K
Goodman Financial Corp 0.19% Reduce -1.5% 1,855 $854K
Old North State Trust, LLC 0.69% Add +0.8% 1,852 $852K
Rosenberg Matthew Hamilton 0.22% Add +1.9% 1,851 $852K
Wells Trecaso Financial Group, LLC 0.28% Reduce -11.9% 1,849 $851K
Susquehanna International Group Ltd. 0.18% New 1,841 $847K
Diamant Asset Management, Inc. 0.53% No change 1,840 $847K
Shore Point Advisors, LLC 0.45% No change 1,840 $847K
Oak Asset Management, LLC 0.30% No change 1,840 $847K
Legacy Wealth Management, LLC / MS 0.31% Add +22.6% 1,839 $846K
Capital Investment Services of America, Inc. 0.08% Reduce -8.2% 1,837 $845K
Capital Square, LLC 0.51% Add +6.0% 1,837 $845K
Monograph Wealth Advisors, LLC 0.11% Reduce -16.0% 1,836 $845K
PFC Capital Group, Inc. 0.41% Add +2.8% 1,830 $842K
Red Spruce Capital, LLC 0.38% Reduce -1.0% 1,825 $840K
State of Wyoming 0.12% Reduce -4.6% 1,825 $840K
Gordian Advisors LLC 0.67% Reduce -3.6% 1,822 $839K
Verus Financial Partners, Inc. 0.09% Add +0.1% 1,833 $838K
Walkner Condon Financial Advisors LLC 0.17% Add +3.1% 1,821 $838K
CWS Financial Advisors, LLC 0.30% Reduce -1.0% 1,819 $837K
Baker Boyer National Bank 0.28% No change 1,817 $836K
Twelve Points Wealth Management LLC 0.26% Add +0.9% 1,817 $836K
Winslow Asset Management Inc. 0.15% Reduce -0.4% 1,806 $831K
United Bank 0.10% Reduce -46.4% 1,803 $830K
Birchcreek Wealth Management, LLC 0.54% Reduce -13.5% 1,803 $830K
Menard Financial Group LLC 0.55% Add +0.5% 1,801 $829K
Terril Brothers, Inc. 0.27% No change 1,800 $828K
Great Waters Wealth Management 0.11% Add +4.7% 1,800 $828K
New World Advisors LLC 0.22% Reduce -3.7% 1,796 $827K
Caerus Investment Advisors, LLC 0.78% No change 1,791 $824K
Human Investing LLC 0.15% Add +5.9% 1,785 $822K
Optimist Retirement Group LLC 0.37% No change 1,784 $821K
Benchmark Financial Wealth Advisors, LLC 0.27% Add +17.4% 1,780 $819K
Selway Asset Management 0.32% No change 1,780 $819K
Clay Northam Wealth Management, LLC 0.56% Reduce -0.3% 1,775 $817K
John G Ullman & Associates Inc. 0.12% Reduce -1.4% 1,774 $817K
Gainplan LLC 0.39% No change 2,006 $816K
Mfa Wealth Advisors, LLC 0.18% Reduce -0.8% 1,772 $816K
Northern Capital Management, Inc. 0.52% Add +225.6% 1,771 $815K
Trillium Asset Management, LLC 0.02% No change 1,770 $815K
Olistico Wealth, LLC 0.50% No change 1,765 $812K
Lifeworks Advisors, LLC 0.16% Add +11.2% 1,765 $812K
Shum Financial Group, Inc. 0.68% — 1,824 $812K
Duncker Streett & Co. Inc. 0.15% No change 1,757 $809K
Johnson & White Wealth Management, LLC 0.69% No change 1,752 $806K
Tidemark, LLC 0.33% Add +4.8% 1,751 $806K
Unionview, LLC 0.63% No change 1,746 $804K
Sutton Place Investors LLC 0.49% Add +9.2% 1,742 $802K
Tradewinds Capital Management, LLC 0.21% Add +5.4% 1,739 $800K
Zions Bancorporation, N.A. 0.06% Reduce -7.2% 1,735 $799K
Acorn Creek Capital LLC 0.42% Add +7.2% 1,733 $798K
Baron Wealth Management LLC 0.38% Add +35.8% 1,730 $796K
1620 Investment Advisors, Inc. 0.59% Reduce -28.7% 1,729 $796K
Warren Street Wealth Advisors, LLC 0.33% Add +0.3% 1,726 $794K
Strategic Financial Concepts, LLC 0.25% Reduce -99.7% 1,723 $793K
Facet Wealth, Inc. 0.02% Reduce -22.9% 1,753 $793K
Prosperity Financial Group, Inc. 0.44% Reduce -24.8% 1,719 $791K
Atlas Private Wealth Advisors 0.11% Add +11.3% 1,718 $791K
Keb Asset Management, LLC 0.24% Reduce -5.6% 1,718 $791K
Riverview Trust Co 0.69% Reduce -5.3% 1,715 $789K
FMB Wealth Management 0.45% No change 1,712 $788K
McCarthy & Cox 0.30% Add +54.2% 1,712 $788K
EdgeRock Capital LLC 0.55% New 1,711 $788K
Paradigm, Strategies in Wealth Management, LLC 0.51% No change 1,709 $787K
FinTrust Capital Advisors, LLC 0.13% Reduce -8.8% 1,706 $785K
First Business Financial Services, Inc. 0.08% No change 1,706 $785K
Cordgrass Capital Advisors, LLC 0.23% Add +5.4% 1,703 $784K
Exchange Bank 0.64% Reduce -1.4% 1,700 $782K
Carl P. Sherr & Co., LLC 0.41% Add +3.4% 1,699 $782K
Axq Capital, LP 0.24% Reduce -73.2% 1,695 $780K
Capital Planning LLC 0.22% Add +12.8% 1,692 $779K
ROI Financial Advisors, LLC 0.54% Add +94.6% 1,691 $778K
Cherrydale Wealth Management, LLC 0.32% Reduce -1.0% 1,691 $778K
Uptick Partners, LLC 0.33% Add +5.3% 1,678 $772K
Matisse Capital 0.38% Add +2.2% 1,676 $771K
Symmetry Partners, LLC 0.18% Reduce -81.1% 1,676 $771K
Permit Capital, LLC 0.24% Reduce -8.2% 1,675 $771K
Main Street Group, LTD 0.34% Reduce -0.4% 1,674 $770K
Warther Private Wealth, LLC 0.27% Reduce -27.6% 1,670 $769K
Gateway Wealth Partners, LLC 0.21% Reduce -5.9% 1,669 $768K
Robinson Smith Wealth Advisors LLC 0.65% Reduce -3.6% 1,669 $768K
Summit Wealth & Retirement Planning, Inc. 0.25% Reduce -27.0% 1,668 $768K
Atlas Wealth LLC 0.49% No change 1,667 $767K
Partners in Financial Planning 0.15% No change 1,667 $767K
Kohmann Bosshard Financial Services, LLC 0.10% Reduce -2.7% 1,666 $767K
Progressive Investment Management Corp 0.20% No change 1,660 $764K
Jentner Corp 0.23% No change 1,653 $761K
Oxford Asset Management LLP 0.64% New 1,650 $759K
OLIO Financial Planning 0.32% No change 2,123 $759K
Wealth Management Partners, LLC 0.35% Reduce -0.2% 1,649 $759K
Virtue Capital Management, LLC 0.15% Reduce -70.2% 1,647 $758K
Landscape Capital Management, L.L.C. 0.08% Reduce -57.8% 1,647 $758K
Safeguard Investment Advisory Group, LLC 0.22% Add +17.8% 1,644 $757K
Iams Wealth Management, LLC 0.37% Add +56.1% 1,641 $755K
HBC Financial Services, PLLC 0.46% No change 1,658 $754K
McClarren Financial Advisors, Inc. 0.09% Reduce -14.0% 3,500 $752K
BlueChip Wealth Advisors LLC 0.39% Reduce -5.8% 1,630 $750K
LifePlan Financial, LLC 0.64% Reduce -11.9% 1,630 $750K
Paloma Partners Management Co 0.05% Reduce -90.3% 1,626 $748K
BTC Capital Management, Inc. 0.07% Add +0.3% 1,618 $745K
49 Wealth Management, LLC 0.12% Add +5.3% 1,617 $744K
Cantor Fitzgerald Investment Advisors L.P. 0.05% Add +24.1% 1,613 $743K
RNC Capital Management LLC 0.04% No change 1,825 $742K
Braun-Bostich & Associates Inc. 0.52% Add +10.3% 1,612 $742K
Clearwater Capital Advisors, LLC 0.07% Add +48.1% 1,605 $739K
Texas Capital Bank Wealth Management Services Inc 0.07% Add +2.0% 1,605 $739K
Horizon Bancorp Inc. 0.34% No change 1,604 $738K
First Dallas Securities Inc. 0.31% No change 1,602 $737K
Addis & Hill, Inc 0.56% New 1,602 $737K
Lauterbach Financial Advisors, LLC 0.45% No change 1,600 $736K
Mosaic Financial Group, LLC 0.52% No change 1,592 $733K
Port Capital LLC 0.03% Reduce -0.6% 1,591 $732K
Accel Wealth Management 0.27% Add +15.1% 1,587 $730K
Mayport, LLC 0.23% Add +2.5% 1,587 $730K
Hirtle & Co., LLC 0.03% No change 1,583 $729K
Boyce & Associates Wealth Consulting, Inc. 0.76% No change 1,581 $728K
Gitterman Wealth Management, LLC 0.30% No change 1,579 $727K
Front Row Advisors LLC 0.26% Reduce -68.5% 1,579 $727K
Vantage Financial Partners, LLC 0.18% Add +5.3% 1,579 $727K
Aletheian Wealth Advisors LLC 0.42% Reduce -55.4% 1,578 $726K
Trustco Bank Corp. N Y 0.73% No change 1,577 $726K
Keyes, Stange & Wooten Wealth Management, LLC 0.43% No change 1,575 $725K
Collective Family Office LLC 0.20% Reduce -6.8% 1,571 $723K
Marsico Capital Management LLC 0.02% Reduce -22.7% 1,568 $722K
Motive Wealth Advisors 0.43% No change 1,773 $721K
Burns Matteson Capital Management, LLC 0.40% Add +11.3% 1,566 $721K
Aua Capital Management, LLC 0.42% Reduce -1.2% 1,565 $720K
Hengehold Capital Management LLC 0.07% Add +6.5% 1,564 $720K
Global Financial Private Client, LLC 0.28% Add +19.4% 1,563 $719K
Cooper/Haims Advisors, LLC 0.40% No change 1,561 $718K
Crestline Management, L.P. 0.04% New 1,560 $718K
Corundum Group, Inc. 0.33% Reduce -52.0% 1,559 $718K
Roble, Belko & Company, Inc 0.11% Add +27.3% 1,557 $717K
Shared Vision Wealth Group LLC 0.38% No change 1,556 $716K
Source Financial Advisors LLC 0.21% No change 1,556 $716K
Villere St Denis J & Co. LLC 0.06% No change 1,553 $715K
Guild Investment Management, Inc. 0.78% No change 1,550 $713K
Ridgecrest Wealth Partners, LLC 0.37% Add +47.9% 1,544 $711K
Outlook Wealth Advisors, LLC 0.20% Add +12.2% 1,544 $711K
Pacific Wealth Strategies Group, Inc. 0.53% Reduce -16.3% 1,543 $710K
Retirement Financial Solutions, LLC 0.31% Add +1.1% 1,538 $708K
Berkeley Capital Partners, LLC 0.20% Add +2.8% 1,535 $707K
Somerset Trust Co 0.26% No change 1,533 $706K
RIA Advisory Group LLC 0.25% — 1,530 $704K
Lazari Capital Management, Inc. 0.30% Add +2.5% 1,529 $704K
Tower Wealth Partners, Inc. 0.41% No change 1,528 $703K
WealthCollab, LLC 0.46% No change 1,525 $702K
Operose Advisors LLC 0.23% No change 1,520 $700K
Horizons Wealth Management 0.54% Reduce -0.3% 1,515 $697K
Doliver Advisors, LP 0.19% Reduce -6.5% 1,513 $696K
Sterling Wealth Management, Inc. 0.26% Add +2.4% 1,511 $695K
Rock Point Advisors, LLC 0.19% Reduce -23.9% 1,511 $695K
Jackson Hole Capital Partners, LLC 0.14% No change 1,511 $695K
American Institute for Advanced Investment Management, LLP 0.50% Reduce -0.1% 1,508 $694K
Moisand Fitzgerald Tamayo, LLC 0.10% Add +8.3% 1,506 $693K
Dominguez Wealth Management Solutions, Inc. 0.50% Reduce -2.1% 1,502 $691K
Carolina Wealth Advisors, LLC 0.35% Reduce -4.9% 1,502 $691K
Torno Capital, LLC 0.89% Reduce -25.0% 1,500 $690K
HughesLittle Investment Management Ltd. 0.14% No change 1,500 $690K
Truefg, LLC 0.23% No change 1,499 $690K
Eagle Strategies LLC 0.12% Add +2.5% 1,498 $689K
Mechanics Financial Corp 0.30% No change 1,495 $688K
PFG Private Wealth Management, LLC 0.40% No change 1,493 $687K
Deroy & Devereaux Private Investment Counsel Inc. 0.04% No change 1,491 $686K
Wooster Corthell Wealth Management, Inc. 0.15% No change 1,490 $686K
Melone Private Wealth, LLC 0.36% Add +29.2% 1,487 $684K
Obsidian Personal Planning Solutions LLC 0.36% No change 1,516 $684K
Brooks, Moore & Associates, Inc. 0.40% Reduce -9.2% 1,485 $683K
Frazier Financial Advisors, LLC 0.53% Reduce -13.0% 1,484 $683K
Carr Financial Group Corp 0.20% No change 1,484 $683K
Yoder Wealth Management, Inc. 0.41% Add +5.3% 1,477 $680K
Coerente Capital Management 0.13% Reduce -2.5% 1,475 $679K
Blackhawk Capital Partners, LLC 0.36% Reduce -2.2% 1,473 $678K
Raffa Wealth Management, LLC 0.16% Reduce -11.5% 1,469 $676K
Compass Wealth Management LLC 0.16% No change 1,465 $674K
Sentinel Trust Co. Lba 0.08% No change 1,465 $674K
Absolute Capital Management, LLC 0.40% Add +0.8% 1,464 $674K
BNC Wealth Management, LLC 0.25% Reduce -25.6% 1,461 $672K
Miramar Capital, LLC 0.16% Reduce -3.6% 1,461 $672K
FSC Wealth Advisors, LLC 0.48% Add +8.7% 1,460 $672K
Logan Capital Management Inc. 0.03% No change 1,458 $671K
Arista Wealth Management, LLC 0.16% Add +40.5% 1,458 $671K
Kestra Investment Management, LLC 0.03% New 1,457 $671K
Weinberger Asset Management, Inc 0.29% Add +94.5% 1,455 $670K
Arkos Global Advisors 0.10% Reduce -16.3% 1,454 $669K
Level Financial Advisors 0.25% Reduce -2.7% 1,451 $668K
Skylands Capital, LLC 0.09% Reduce -25.6% 1,450 $667K
Manchester Financial Inc. 0.14% Add +7.2% 1,448 $666K
Balentine LLC 0.03% Add +4.5% 1,448 $666K
Highview Capital Management LLC 0.27% Add +2.5% 1,446 $666K
PCA Investment Advisory Services Inc. 0.31% Reduce -3.0% 1,444 $664K
Saxony Capital Management, LLC 0.61% Reduce -7.0% 1,442 $664K
Latitude Advisors, LLC 0.38% Add +1.8% 1,442 $664K
Anson Capital, Inc. 0.59% Reduce -4.0% 1,440 $663K
Private Capital Advisors, Inc. 0.07% No change 1,431 $659K
Hapanowicz & Associates Financial Services, Inc 0.33% Add +1.7% 1,431 $659K
Shoker Investment Counsel, Inc. 0.22% Reduce -1.5% 1,431 $659K
Fortis Group Advisors, LLC 0.12% Reduce -0.3% 1,430 $658K
Schiavi & Co LLC 0.24% Reduce -2.5% 1,428 $657K
Cora Capital Advisors LLC 0.32% Reduce -0.1% 1,426 $656K
M. Kulyk & Associates, LLC 0.13% No change 1,426 $656K
Mma Asset Management LLC 0.17% Add +52.3% 1,630 $656K
Atlas Wealth Partners, LLC 1.00% No change 1,425 $656K
Seeds Investor LLC 0.24% Add +68.5% 1,422 $654K
Financial Advisors, LLC 0.12% No change 1,422 $654K
Fortitude Family Office, LLC 0.26% Add +1.5% 1,419 $653K
Luminvest Wealth Management LLC 0.27% No change 1,416 $652K
Mendel Capital Management LLC 0.40% Reduce -0.1% 1,412 $650K
Cetera Trust Company, N.A 0.40% Reduce -6.6% 1,412 $650K
Heritage Wealth Management, Inc./Texas 0.38% No change 1,408 $648K
Bell & Brown Wealth Advisors, LLC 0.25% No change 1,408 $648K
Abner Herrman & Brock LLC 0.08% Reduce -3.4% 1,408 $648K
KFA Private Wealth Group, LLC 0.31% Reduce -12.6% 1,407 $647K
Martin Capital Advisors, LLP 0.46% No change 1,404 $646K
Global Wealth Management Investment Advisory, Inc. 0.14% Reduce -27.0% 1,401 $645K
Integrity Wealth Solutions LLC 0.38% Reduce -1.6% 1,400 $644K
Fortitude Advisory Group L.L.C. 0.41% Add +6.4% 1,395 $642K
Sanders Morris Harris LLC 0.11% No change 1,395 $642K
Tucker Asset Management LLC 0.15% Add +17.5% 1,394 $642K
Indie Asset Partners, LLC 0.48% No change 1,393 $641K
FC Advisory LLC 0.22% Add +1.0% 1,392 $641K
Demars Financial Group, LLC 0.29% Add +0.5% 1,390 $640K
Arcadia Wealth Management, LLC 0.33% Reduce -0.4% 1,381 $636K
Ade, LLC 0.39% No change 1,380 $635K
Schneider Downs Wealth Management Advisors, LP 0.13% Add +41.4% 1,380 $635K
Orion Investment Co 0.25% Add +31.2% 1,378 $634K
M3 Advisory Group, LLC 0.46% Add +2.7% 1,375 $633K
SilverOak Wealth Management LLC 0.14% Add +0.1% 1,375 $633K
AAF Wealth Management, LLC 0.32% No change 1,370 $631K
Cercano Management LLC 0.02% New 1,369 $630K
Briaud Financial Planning Inc 0.33% No change 1,369 $630K
Charles Schwab Trust Co 0.05% Reduce -34.1% 1,368 $630K
Cowa, LLC 0.30% Add +4.6% 1,365 $628K
Mainsail Asset Management, LLC 0.47% No change 1,364 $628K
Wealthgate Family Office, LLC 1.74% Reduce -17.3% 1,360 $626K
Cedar Wealth Management, LLC 0.19% Reduce -5.3% 1,358 $625K
Millennium Capital Advisors, LLC 0.41% Add +0.4% 1,356 $624K
American State Bank (Iowa) 0.38% Add +4.2% 1,356 $624K
Cape Ann Savings Bank 0.36% Add +2.3% 1,353 $623K
Ledgewood Wealth Advisors, LLC 0.42% No change 1,350 $621K
Farrow Financial, Inc. 0.39% Reduce -6.9% 1,350 $621K
Bonness Enterprises Inc. 0.21% No change 1,350 $621K
Kure Advisory, LLC 0.56% Add +0.5% 1,349 $621K
Ranch Capital Advisors Inc. 0.29% Reduce -1.3% 1,348 $620K
New Age Alpha Advisors, LLC 0.38% Add +5752.2% 1,346 $620K
Systematic Alpha Investments, LLC 0.02% No change 1,346 $620K
Renaissance Investment Group LLC 0.13% Reduce -1.8% 1,344 $619K
Cape Investment Advisory, Inc. 0.25% Add +34.8% 1,343 $618K
Values Added Financial LLC 0.39% No change 1,339 $616K
Harvest Investment Services, LLC 0.20% Add +8.8% 1,339 $616K
BetterWealth, LLC 0.18% Add +0.1% 1,339 $616K
Cutler Capital Management, LLC 0.27% No change 1,336 $615K
ORBA Wealth Advisors, L.L.C. 0.31% No change 1,335 $614K
44 Wealth Management LLC 0.22% — 1,332 $614K
Nicholas Wealth, LLC. 0.38% Reduce -53.4% 1,333 $614K
CSS LLC 0.11% No change 1,333 $614K
Buckingham Capital Management, Inc. 0.07% Add +10.6% 1,325 $610K
Fortis Capital Advisors, LLC 0.20% Add +21.8% 1,322 $608K
Abbot Financial Management, Inc. 0.31% No change 1,321 $608K
Skba Capital Management LLC 0.09% No change 1,319 $607K
Strategic Wealth Investment Group, LLC 0.07% Reduce -47.6% 1,327 $607K
Opal Wealth Advisors, LLC 0.19% Reduce -2.6% 1,318 $607K
CBIZ Investment Advisory Services, LLC 0.03% Reduce -10.3% 1,317 $606K
Bruce G. Allen Investments, LLC 0.47% Reduce -8.9% 1,308 $602K
KRS Capital Management, LLC 0.44% Reduce -2.5% 1,307 $602K
Pure Portfolios Holdings LLC 0.23% — 1,307 $602K
Northcape Wealth Management, LLC 0.20% No change 1,305 $601K
Talbot Financial, LLC 0.07% No change 1,301 $599K
Nemes Rush Group LLC 0.09% Reduce -14.7% 1,423 $598K
Integrated Capital Management, LLC 0.32% — 1,299 $598K
Bridge Creek Capital Management LLC 0.18% Reduce -1.9% 1,297 $597K
Whelan Financial 0.25% Add +5.6% 1,295 $596K
Peak Financial Management, Inc. 0.17% Add +18.3% 1,293 $595K
Provident Investment Management, Inc. 0.05% No change 1,287 $592K
DiNuzzo Private Wealth, Inc. 0.07% Add +140.6% 1,285 $591K
West Michigan Advisors, LLC 0.18% Add +1.8% 1,283 $591K
Trevian Wealth Management LLC 0.48% No change 1,279 $589K
Nelson Capital Management, LLC 0.10% Add +2.2% 1,279 $589K
Benchmark Investment Advisors LLC 0.42% No change 1,276 $587K
Nebula Research & Development LLC 0.07% Reduce -30.2% 1,276 $587K
Portfolio Strategies, Inc. 0.08% No change 1,275 $587K
Contravisory Investment Management, Inc. 0.13% Reduce -0.5% 1,273 $586K
Financial Council, LLC 0.30% No change 1,263 $581K
Aspen Wealth Strategies, LLC 0.37% Add +0.2% 1,261 $580K
Gould Asset Management LLC 0.12% Reduce -1.2% 1,260 $580K
Client 1ST Advisory Group, LLC 0.23% Add +6.6% 1,259 $579K
Morris Financial Concepts, Inc. 0.25% Reduce -6.2% 1,258 $579K
Bridge Advisory, LLC 0.27% No change 1,255 $578K
Stevard, LLC 2.35% Reduce -82.1% 1,254 $577K
Centennial Bank 0.26% Reduce -3.9% 1,250 $575K
Willow Creek Wealth Management Inc. 0.06% Add +1.6% 1,248 $574K
Camelot Portfolios, LLC 0.57% Reduce -81.3% 1,247 $574K
New England Professional Planning Group Inc. 0.28% No change 1,247 $574K
Allegiance Financial Group Advisory Services LLC 0.20% Reduce -12.6% 1,246 $573K
Union Savings Bank 0.28% Add +1.1% 1,243 $572K
Aspire Wealth Management Corp 0.31% Reduce -1.4% 1,242 $572K
Woodley Farra Manion Portfolio Management Inc. 0.03% Add +0.8% 1,242 $572K
RBF Capital, LLC 0.03% No change 1,241 $571K
Sunburst Financial Group, LLC 0.14% Reduce -0.1% 1,240 $571K
Rf&l Wealth Management, LLC 0.40% Add +21.7% 1,233 $568K
Financial Synergies Wealth Advisors, Inc. 0.07% No change 1,228 $565K
SWP Financial LLC 0.34% Add +4.5% 1,228 $565K
Mitchell & Pahl Private Wealth, LLC 0.26% New 1,226 $564K
Crestmont Private Wealth LLC 0.25% Add +7.5% 1,226 $564K
Orin Green Financial, LLC 0.24% Add +4.3% 1,226 $564K
Brand Asset Management Group, Inc. 0.22% Add +6.6% 1,226 $564K
Everpar Advisors LLC 0.29% Add +28.1% 1,225 $564K
MADDEN SECURITIES Corp 0.24% Reduce -10.9% 1,224 $563K
Creekside Partners 0.29% No change 1,222 $562K
Enzi Wealth 0.22% Add +0.4% 1,220 $561K
Leeward Financial Partners, LLC 0.21% No change 1,219 $561K
R. W. Roge & Company, Inc. 0.30% No change 1,221 $561K
Anson Funds Management LP 0.08% New 1,218 $561K
Fusion Family Wealth, LLC 0.05% No change 1,216 $560K
Thrive Capital Management, LLC 0.26% No change 1,211 $557K
Citizens & Northern Corp. 0.17% No change 1,210 $557K
KOM Wealth Management Group, LLC 0.46% Reduce -6.1% 1,209 $556K
Bright Financial Advisors, Inc. 0.35% Reduce -0.4% 1,209 $556K
Sharp Wealth Advisory, LLC 0.43% No change 1,208 $556K
Louisbourg Investments Inc. 0.14% Add +0.3% 1,208 $556K
Eschler Asset Management LLP 0.83% Reduce -28.7% 1,207 $556K
NorthLanding Financial Partners, LLC 0.55% No change 1,205 $555K
Park Place Capital Corp 0.16% Reduce -14.1% 1,204 $554K
Commonwealth Financial Services, LLC 0.11% Add +1.9% 1,210 $553K
Threadgill Financial, LLC 0.33% Add +12.1% 1,197 $551K
Slocum, Gordon & Co LLP 0.22% Add +9.1% 1,197 $551K
Washington Trust Advisors, Inc. 0.05% No change 1,195 $550K
Redwood Financial Network Corp 0.43% Reduce -8.2% 1,195 $550K
DLK Investment Management, LLC 0.21% Reduce -6.8% 1,191 $548K
Peddock Capital Advisors, LLC 0.13% Reduce -0.3% 1,190 $548K
NFC Investments, LLC 0.16% No change 1,186 $546K
Bernardo Wealth Planning LLC 0.13% Reduce -1.0% 1,171 $546K
Gunderson Capital Management LLC 0.23% New 1,185 $545K
Omega Financial Group, LLC 0.21% No change 1,185 $545K
Isthmus Partners, LLC 0.06% No change 1,182 $544K
Allstate Corp. 0.05% Reduce -72.5% 1,182 $544K
Accelerate Investment Advisors LLC 0.53% — 1,178 $542K
SkyView Investment Advisors, LLC 0.09% No change 1,178 $542K
Gouws Capital LLC 0.37% Reduce -6.0% 1,175 $541K
OMNI 360 Wealth, Inc. 0.37% Add +61.3% 1,174 $540K
Luts & Greenleigh Group, Inc. 0.52% Add +4.8% 1,173 $540K
EnRich Financial Partners LLC 0.18% No change 1,172 $539K
GW&K Investment Management, LLC 0.00% Add +15.3% 1,168 $538K
Cherry Creek Investment Advisors, Inc. 0.28% No change 1,165 $536K
Yeomans Consulting Group, Inc. 0.20% Reduce -0.1% 1,165 $536K
Capital Insight Partners, LLC 0.09% Reduce -4.5% 1,165 $536K
Conestoga Capital Advisors, LLC 0.01% No change 1,165 $536K
Hillsdale Investment Management Inc. 0.04% Add +11.8% 1,165 $536K
Boston Mountain Money Management Inc. 0.31% Add +2.2% 1,164 $536K
Canandaigua National Trust Co of Florida 0.46% — 1,163 $535K
Paulson Wealth Management Inc. 0.14% Reduce -23.2% 1,161 $534K
Commonwealth Retirement Investments LLC 0.22% Reduce -29.9% 1,160 $534K
Driehaus Capital Management LLC 0.00% Add +75.8% 1,155 $532K
Marotta Asset Management 0.10% No change 1,154 $531K
Arbor Trust Wealth Advisors, LLC 0.28% No change 1,303 $530K
Caxton Corp. 2.19% Add +12.3% 1,151 $530K
United Capital Management of KS, Inc. 0.12% No change 1,150 $529K
Taurus Asset Management, LLC 0.05% Reduce -3.2% 1,150 $529K
Barings LLC 0.01% Add +77.7% 1,150 $529K
Brogan Financial, Inc. 0.30% Reduce -6.7% 1,147 $528K
Mendel Money Management 0.23% No change 1,146 $527K
Bay Rivers Group 0.26% Add +31.3% 1,142 $526K
Adell Harriman & Carpenter Inc. 0.04% Reduce -21.1% 1,142 $526K
Kades & Cheifetz LLC 0.30% Reduce -2.7% 1,140 $525K
Myecfo, LLC 0.28% Reduce -1.0% 1,140 $525K
Burrus Financial Services, Inc. 0.26% Add +12.5% 1,136 $523K
Hennion & Walsh Asset Management, Inc. 0.02% Add +7.5% 1,136 $523K
Aspect Partners, LLC 0.29% No change 1,132 $521K
Leicht Financial Planning & Wealth Management, Inc. 0.26% Add +2.0% 1,132 $521K
New Millennium Group LLC 0.34% Reduce -0.8% 1,130 $520K
Angeles Investment Advisors, LLC 0.03% No change 1,123 $517K
Central Valley Advisors, LLC 0.29% Add +0.1% 1,122 $516K
PACK Private Wealth, LLC 0.29% No change 1,120 $515K
Viewpoint Capital Management LLC 0.29% No change 1,126 $515K
Beacon Harbor Wealth Advisors, Inc. 0.12% No change 1,115 $513K
Bright Futures Wealth Management, LLC. 0.25% Reduce -3.4% 1,128 $513K
TCP Asset Management, LLC 0.12% No change 1,114 $513K
Harmony Asset Management LLC 0.19% Reduce -8.3% 1,112 $512K
Clark Financial Services Group Inc. 0.46% Add +22.4% 1,109 $510K
West Paces Advisors Inc. 0.13% Reduce -2.2% 1,109 $510K
Geometric Wealth Advisors 0.09% No change 1,109 $510K
Alternative Investment Advisors, LLC. 0.27% Reduce -2.9% 1,108 $510K
Retirement Planning Co of New England, Inc. 0.25% Add +1.4% 1,107 $510K
MayTech Global Investments, LLC 0.07% Reduce -2.9% 1,106 $509K
Wilson & Boucher Capital Management, LLC 0.35% Reduce -5.2% 1,105 $509K
Capital Investment Counsel, Inc 0.07% No change 1,102 $507K
Cottonwood Capital Advisors, LLC 0.37% No change 1,101 $507K
Stone Summit Wealth LLC 0.16% Reduce -1.4% 1,099 $506K
US Asset Management LLC 0.45% No change 1,077 $504K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.18% Add +11.2% 1,095 $504K
Mayfair Advisory Group, LLC 0.32% No change 1,090 $504K
Proactive Wealth Strategies LLC 0.28% — 1,091 $502K
Running Point Capital Advisors, LLC 0.19% No change 1,085 $499K
Kennedy Investment Group, Inc. 0.23% No change 1,082 $498K
Westover Capital Advisors, LLC 0.10% No change 1,082 $498K
Rockline Wealth Management, LLC 0.14% Reduce -7.1% 1,079 $497K
Chico Wealth RIA 0.42% Add +0.9% 1,073 $494K
Duncan Williams Asset Management, LLC 0.27% New 1,073 $494K
Smithbridge Asset Management Inc. 0.08% Reduce -9.3% 1,070 $492K
Primoris Wealth Advisors, LLC 0.36% Reduce -16.0% 917 $491K
Guidance Point Advisors, LLC 0.15% No change 1,065 $490K
Compton Financial Group, LLC 0.15% No change 1,065 $490K
Prudent Investors Network, Inc. 0.15% New 1,064 $490K
Quartz Partners, LLC 0.30% — 1,057 $487K
Bank & Trust Co 0.40% Reduce -1.5% 1,057 $486K
Keener Financial Planning LLC 0.32% Add +0.4% 1,056 $486K
Vigilare Wealth Management 0.20% No change 1,054 $485K
German American Bancorp, Inc. 0.05% Add +0.7% 1,052 $484K
Oxler Private Wealth LLC 0.17% Reduce -1.8% 1,051 $484K
Campbell Wealth Management 0.04% Reduce -32.1% 1,050 $483K
Hamilton Wealth, LLC 0.12% Add +1.9% 1,049 $483K
Rothschild Wealth LLC 0.14% Add +9.1% 1,046 $481K
Souders Financial Advisors 0.07% Add +0.6% 1,042 $480K
Donald L. Hagan, LLC 0.24% No change 1,041 $479K
Alaska Wealth Advisors, LLC 0.07% Add +1.1% 1,040 $479K
Flaharty Asset Management, LLC 0.07% No change 1,036 $477K
Richardson Financial Services Inc. 0.30% Add +4.5% 1,165 $477K
Beacon Bank & Trust 0.11% Add +16.3% 1,035 $476K
Houlihan Financial Resource Group, Ltd. 0.20% Add +7.8% 1,032 $475K
Hibernia Wealth Partners, LLC 0.16% Add +5.8% 1,032 $475K
Seneca House Advisors 0.20% Add +2.8% 1,032 $475K
Beirne Wealth Consulting Services, LLC 0.17% Reduce -6.8% 1,029 $474K
BCM Advisors, LLC 0.11% Add +0.1% 1,070 $473K
American Asset Management Inc. 0.51% Reduce -1.7% 1,028 $473K
Syntax Research, Inc. 0.32% No change 1,024 $471K
Synergy Financial Group, LTD 0.45% Add +4.9% 1,024 $471K
Sustainable Insight Capital Management, LLC 0.21% Reduce -8.9% 1,024 $471K
Clearview Wealth Advisors LLC 0.36% Reduce -4.4% 1,017 $468K
Hara Capital LLC 0.29% New 1,015 $467K
Better Money Decisions, LLC 0.33% No change 1,014 $467K
IRON Financial LLC 0.25% Reduce -54.0% 1,013 $466K
Colton Groome Financial Advisors, LLC 0.17% Reduce -0.2% 1,011 $465K
Valley Forge Investment Consultants Inc. Adv 0.16% Add +5.2% 1,011 $465K
Purus Wealth Management, LLC 0.20% Reduce -2.9% 1,010 $465K
Ayrshire Capital Management LLC 0.22% Reduce -0.1% 1,009 $464K
RHS Financial, LLC 0.23% New 1,008 $464K
Silverleafe Capital Partners, LLC 0.16% No change 1,008 $464K
Davies Financial Advisors, Inc. 0.40% Reduce -2.1% 1,007 $463K
Columbia Advisory Partners LLC 0.44% Add +31.5% 1,006 $463K
Holistic Financial Partners 0.22% Reduce -6.1% 1,005 $463K
Dividend Assets Capital, LLC 0.09% No change 1,005 $463K
Cranbrook Wealth Management, LLC 0.11% Add +1.8% 1,003 $462K
CM Wealth Advisors LLC 0.15% Add +73.7% 1,002 $461K
Penn Davis McFarland Inc. 0.05% Add +32.1% 1,001 $461K
Greenhaven Associates Inc. 0.01% No change 1,001 $461K
Idaho Trust Co 0.22% No change 1,000 $460K
Grace & White Inc. 0.08% No change 1,000 $460K
Night Owl Capital Management, LLC 0.06% No change 1,000 $460K
W Advisors, LLC 0.28% No change 994 $457K
Sendero Wealth Management, LLC 0.07% Reduce -44.7% 993 $457K
Peterson Wealth Advisors, LLC 0.09% No change 993 $457K
Jefferies Financial Group Inc. 0.01% Reduce -98.4% 992 $457K
Pinnacle Family Advisors, LLC 0.24% Reduce -0.2% 991 $456K
Maryland Capital Advisors Inc. 0.22% No change 990 $456K
Josh Arnold Investment Consultant, LLC 0.37% Reduce -11.2% 990 $456K
Hoge Financial Services, LLC 0.34% Add +14.6% 990 $456K
Investors Asset Management of Georgia Inc. /Ga/ 0.22% No change 990 $456K
Joseph P. Lucia & Associates, LLC 0.21% Add +8.2% 989 $455K
Stegent Equity Advisors, Inc. 0.50% New 988 $455K
Cannon Wealth Management Services, LLC 0.42% — 988 $455K
Affinity Wealth Management LLC 0.08% Add +18.7% 985 $453K
FreeGulliver LLC 0.27% Add +44.6% 983 $452K
Breed's Hill Capital LLC 0.37% Add +3.4% 975 $449K
LYNX Capital Group Ltd. 0.29% No change 975 $449K
Toth Financial Advisory Corp. 0.05% Add +9.7% 974 $448K
Lane & Associates LLC 0.24% Reduce -0.8% 973 $448K
Collaborative Wealth Managment Inc. 0.20% Reduce -4.4% 973 $448K
New Jersey Better Educational Savings Trust 0.85% No change 972 $447K
Future Financial Wealth Managment LLC 0.32% No change 972 $447K
Harel Insurance Investments & Financial Services Ltd. 0.01% Reduce -11.6% 971 $447K
Optivise Advisory Services LLC 0.23% Add +3.8% 967 $445K
Foster & Motley Inc. 0.03% Reduce -5.5% 967 $445K
AA Financial Advisors, LLC 0.13% Reduce -4.9% 966 $445K
Towneley Capital Management, Inc / DE 0.10% Add +11.6% 963 $443K
Fusion Capital, LLC 0.19% Reduce -2.0% 962 $443K
Opinicus Capital, Inc. 0.35% Reduce -0.9% 961 $442K
Waycross Investment Management Co 0.41% Reduce -0.7% 959 $441K
Gray Private Wealth, LLC 0.26% Add +0.1% 959 $441K
Waypoint Wealth Partners Inc. 0.12% Reduce -22.6% 958 $441K
Brickley Wealth Management 0.09% Reduce -1.9% 958 $441K
Divergent Planning, LLC 0.16% No change 954 $441K
Howe & Rusling Inc. 0.04% No change 957 $440K
Richard C. Young & CO., LTD. 0.05% No change 956 $440K
Masso Torrence Wealth Management Inc. 0.24% No change 955 $440K
Kings Path Partners LLC 0.18% No change 955 $440K
Redwood Wealth Management Group, LLC 0.22% Reduce -8.6% 952 $438K
Avondale Wealth Management 0.28% Reduce -13.6% 950 $437K
Granite Group Advisors, LLC 0.28% Reduce -9.5% 950 $437K
Cox Capital Mgt LLC 0.26% No change 950 $437K
Goldstein Advisors, LLC 0.07% Add +4.4% 949 $437K
Semus Wealth Partners LLC 0.31% Reduce -6.9% 948 $436K
Brio Consultants, LLC 0.07% Add +0.4% 948 $436K
Stonehearth Capital Management, LLC 0.17% No change 947 $436K
Mandatum Life Insurance Co Ltd 0.13% No change 946 $435K
Boyd Wealth Management, LLC 0.22% Add +9.5% 945 $435K
Rosenblum Silverman Sutton S F Inc. 0.11% No change 945 $435K
Valley Wealth Managers, Inc. 0.03% No change 941 $433K
Chelsea Counsel Co. 0.21% No change 939 $432K
Prevail Innovative Wealth Advisors, LLC 0.13% Add +13.9% 936 $431K
Mach-1 Financial Group, LLC 0.26% Add +8.9% 933 $429K
Leslie Global Wealth, LLC 0.21% Add +2.1% 929 $428K
Integral Investment Advisors, Inc. 0.12% Add +0.3% 929 $428K
SFG Wealth Management, LLC. 0.23% No change 928 $427K
Affinity Investment Advisors, LLC 0.29% No change 927 $427K
Bellevue Asset Management, LLC 0.22% No change 927 $427K
Axiom Financial Strategies, LLC 0.23% Add +64.5% 926 $426K
Prism Advisors, Inc. 0.12% No change 925 $426K
Ipswich Investment Management Co., Inc. 0.10% No change 925 $426K
Investment Advisory Services Inc. /TX 0.15% No change 922 $424K
Rooted Wealth Advisors, Inc. 0.19% New 934 $424K
HTG Investment Advisors, Inc. 0.20% No change 920 $423K
Clear Investment Research, LLC 0.55% Add +2.0% 918 $423K
Accretive Wealth Partners, LLC 0.18% Reduce -16.6% 917 $422K
C2C Wealth Management, LLC 0.39% No change 935 $422K
Elevatus Welath Management 0.14% Add +21.8% 915 $421K
Zevin Asset Management LLC 0.07% No change 914 $421K
Orion Capital Management LLC 0.20% Add +19.7% 912 $420K
Monument Capital Management 0.12% Reduce -0.1% 912 $420K
Evolution Advisers, Inc. 0.23% No change 912 $419K
Boston Common Asset Management, LLC 0.01% No change 911 $419K
MontVue Capital Management, Inc. 0.32% No change 907 $417K
Wagner Wealth Management, LLC 0.11% Reduce -64.6% 906 $417K
Morton Brown Family Wealth, LLC 0.15% No change 903 $416K
New England Capital Financial Advisors LLC 0.21% No change 900 $414K
VitalStone Financial, LLC 0.28% Add +1283.1% 899 $414K
Addison Capital Co 0.17% Reduce -1.2% 898 $413K
Advance Capital Management, Inc. 0.02% Add +5.7% 898 $413K
Worth Financial Advisory Group, LLC 0.24% Add +9.9% 897 $413K
ACT Advisors, LLC. 0.19% Add +16.5% 897 $413K
Builder Investment Group Inc. 0.11% No change 897 $413K
Global Strategic Investment Solutions, LLC 0.05% Reduce -3.3% 897 $413K
Inceptionr LLC 0.10% New 896 $412K
ELCO Management Co., LLC 0.22% No change 895 $412K
AJ Advisors, LLC 0.21% Add +2.2% 895 $412K
Enclave Advisors LLC 0.07% — 890 $410K
Earnest Partners LLC 0.00% Add +11.5% 889 $409K
SWS Partners 0.13% No change 888 $409K
Zega Financial, LLC 0.13% Reduce -0.2% 886 $408K
Windsor Capital Management, LLC 0.12% Add +6.4% 886 $408K
Carrera Capital Advisors 0.10% Add +20.7% 886 $408K
Mullaney, Keating & Wright, Inc. 0.28% Add +3.4% 885 $407K
Walled Lake Planning & Wealth Management, LLC 0.15% No change 884 $407K
Boothbay Fund Management, LLC 0.01% Reduce -48.7% 884 $407K
Howard Wealth Management, LLC 0.24% Add +1.4% 882 $406K
17 Capital Partners, LLC 0.26% No change 881 $405K
Allie Family Office LLC 0.22% No change 880 $405K
Moller Wealth Partners 0.10% No change 877 $404K
Gibson Wealth Advisors LLC 0.33% No change 875 $403K
Kellett Wealth Advisors, LLC 0.29% Reduce -47.7% 872 $401K
American Financial & Tax Strategies Inc. 0.20% Reduce -1.1% 868 $400K
Lakeshore Financial Planning, Inc. 0.18% No change 867 $399K
Astoria Strategic Wealth, Inc. 0.12% No change 864 $398K
Peoples Bank 0.20% Add +33.1% 861 $396K
Pinnacle Wealth Management Group, Inc. 0.25% No change 859 $395K
Providence Capital Advisors, LLC 0.08% No change 859 $395K
Aljian Capital Management, LLC 0.09% New 857 $394K
Arvest Bank Trust Division 0.02% — 857 $394K
Asset Allocation Strategies LLC 0.11% Add +0.6% 856 $394K
Fairfield, Bush & Co. 0.23% Reduce -4.4% 854 $393K
von Borstel & Associates, Inc. 0.22% — 856 $393K
Carderock Capital Management Inc. 0.09% Reduce -12.8% 850 $391K
Left Brain Wealth Management, LLC 0.18% Add +18.9% 848 $390K
Fortis Advisors, LLC 0.25% Add +0.2% 846 $389K
St. Johns Investment Management Company, LLC 0.18% No change 845 $389K
HFG Advisors, Inc. 0.34% No change 844 $388K
Fullerton Fund Management Co Ltd. 0.02% Reduce -34.2% 844 $388K
Echo45 Advisors LLC 0.25% Reduce -7.3% 846 $388K
Delaney Dennis R 0.20% No change 840 $387K
Quattro Financial Advisors LLC 0.11% No change 840 $386K
JDM Financial Group LLC 0.21% Add +12.5% 839 $386K
Family Asset Management, LLC 0.23% Reduce -3.9% 837 $385K
Foresight Capital Management Advisors, Inc. 0.23% New 836 $385K
OneAscent Wealth Management LLC 0.15% New 835 $384K
GEM Asset Management, LLC 0.22% New 845 $383K
MainStreet Investment Advisors LLC 0.05% Reduce -18.7% 831 $382K
Higgins & Schmidt Wealth Strategies LLC 0.25% No change 830 $382K
Central Bank & Trust Co. 0.05% Add +6.3% 828 $381K
Alpha Financial Partners LLC 0.27% Add +1.1% 827 $381K
Ehrlich Financial Group 0.27% Reduce -0.6% 827 $381K
FSA Wealth Management LLC 0.15% — 827 $381K
West Wealth Group, LLC 0.12% Reduce -3.1% 825 $380K
Manchester Capital Management LLC 0.04% No change 824 $379K
Cassady Schiller Wealth Management, LLC 0.14% No change 824 $379K
Oxinas Partners, LLC 0.23% Add +51.3% 817 $376K
Drake & Associates, LLC 0.12% Add +13.2% 815 $375K
Promethium Advisors,llc 0.26% — 813 $374K
Aspire Private Capital, LLC 0.09% Reduce -4.6% 813 $374K
Clarity Capital Partners LLC 0.22% Reduce -1.7% 811 $373K
Jacobson & Schmitt Advisors, LLC 0.08% No change 811 $373K
New Potomac Partners, LLC 0.19% No change 810 $373K
Harrell Investment Partners, LLC 0.11% No change 810 $373K
Ferguson Shapiro LLC 0.14% No change 809 $372K
Shorepoint Capital Partners LLC 0.08% Add +1.3% 809 $372K
Whitford Management LLC 0.21% No change 806 $371K
Cornerstone Planning Group LLC 0.10% Add +1.9% 814 $370K
Mills Wealth Advisors LLC 0.25% Add +11.5% 804 $370K
Christensen, King & Associates Investment Services, Inc. 0.17% Reduce -38.9% 802 $369K
Asio Capital, LLC 0.07% Reduce -0.7% 801 $369K
Friedenthal Financial 0.22% No change 800 $368K
Scholtz & Company, LLC 0.17% Reduce -5.9% 800 $368K
Silver Coast Investments LLC 0.14% No change 800 $368K
Nia Impact Advisors, LLC 0.12% No change 800 $368K
Connors Investor Services Inc. 0.04% Reduce -3.6% 800 $368K
Golden Road Advisors LLC 0.29% Reduce -5.9% 799 $368K
Wealth Management Associates, Inc. 0.16% No change 798 $367K
Maltin Wealth Management, Inc. 0.18% No change 797 $367K
Tull Financial Group, Inc. 0.22% — 796 $366K
Northwest Financial Advisors 0.29% Reduce -7.7% 795 $366K
Plotkin Financial Advisors, LLC 0.22% New 795 $366K
Hyperion Partners, LLC 0.23% Reduce -2.6% 791 $364K
Widmann Financial Services, Inc. 0.28% Reduce -0.8% 790 $364K
Howard Bailey Securities, LLC 0.14% — 790 $364K
Meridian Financial Advisors, LLC 0.24% No change 788 $363K
Ruggaard & Associates LLC 0.16% No change 788 $363K
Tamar Securities, LLC 0.05% Reduce -21.5% 787 $362K
Chiron Capital Management, LLC 0.32% No change 786 $362K
jvl associates llc 0.14% Add +10.3% 782 $360K
LVZ, Inc. 0.05% Reduce -0.3% 781 $359K
Community Bank, N.A. 0.05% No change 780 $359K
Latko Wealth Management, Ltd. 0.22% — 778 $358K
LifePro Asset Management 0.22% Add +3.8% 774 $356K
DSC Advisors, L.P. 3.24% Reduce -10.2% 773 $356K
Clough Capital Partners L P 0.04% Reduce -2.5% 771 $355K
NDVR, Inc. 0.36% Add +18.7% 775 $355K
Grayhawk Investment Strategies Inc. 0.55% No change 770 $354K
Invenio Wealth Partners LLC 0.15% No change 767 $353K
IVC Wealth Advisors LLC 0.19% Reduce -44.0% 767 $353K
Arbor Capital Management Inc. 0.33% No change 768 $353K
Plan Group Financial, LLC 0.18% Reduce -48.6% 758 $349K
Covenant Partners, LLC 0.10% Add +1.9% 758 $349K
S.E.E.D. Planning Group LLC 0.12% Add +20.5% 758 $349K
Heritage Family Offices, LLP 0.18% No change 755 $347K
Midwest Professional Planners, LTD. 0.11% Reduce -29.2% 755 $347K
Bridgewater Associates 0.00% New 755 $347K
One Wealth Management Investment & Advisory Services, LLC 0.61% Reduce -16.3% 750 $345K
Mawer Investment Management Ltd. 0.00% No change 750 $345K
1834 Investment Advisors Co. 0.04% Reduce -6.3% 748 $344K
Instrumental Wealth, LLC 0.34% Add +4.2% 748 $344K
Measured Wealth Private Client Group, LLC 0.12% Reduce -13.1% 747 $344K
Alkeme Wealth, LLC 0.15% Add +1.6% 747 $344K
Hobbs Group Advisors, LLC 0.12% Add +4.9% 747 $344K
Shakespeare Wealth Management, LLC 0.09% Add +1.6% 747 $344K
Morling Financial Advisors, LLC 0.13% Add +15.5% 746 $343K
Adams Asset Advisors, LLC 0.05% No change 744 $342K
Kingdom Financial Group LLC. 0.26% Reduce -11.9% 742 $342K
Great Oak Capital Partners, LLC 0.12% Reduce -1.2% 738 $341K
Old Second National Bank of Aurora 0.08% No change 740 $341K
AlphaMark Advisors, LLC 0.12% Add +0.3% 739 $340K
Passive Capital Management, LLC. 0.12% No change 735 $338K
Eagle Rock Investment Company, LLC 0.06% New 734 $338K
Rather & Kittrell, Inc. 0.08% Reduce -1.2% 733 $337K
Monument Group Wealth Advisors, LLC 0.20% No change 731 $336K
Planning Directions Inc. 0.20% No change 731 $336K
Kraft, Davis & Associates, LLC 0.10% Add +3.5% 741 $336K
Stonebridge Financial Planning Group, LLC 0.16% Reduce -15.1% 730 $336K
HRC Wealth Management, LLC 0.22% No change 729 $336K
Altus Wealth Management, LLC 0.16% No change 729 $336K
Twin Focus Capital Partners, LLC 0.05% No change 729 $336K
Claris Advisors, LLC / Mo / 0.15% Add +14.1% 728 $335K
Nicholson Wealth Management Group, LLC 0.27% — 725 $334K
ONE Advisory Partners, LLC 0.15% No change 725 $334K
Precedent Wealth Partners, LLC 0.11% Add +20.8% 725 $334K
Biltmore Wealth Management, LLC 0.14% Add +1.4% 723 $333K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.13% Add +0.8% 723 $333K
Salomon & Ludwin, LLC 0.03% Reduce -0.8% 722 $332K
WorthPointe, LLC 0.14% Add +0.3% 721 $332K
Coyle Financial Counsel LLC 0.12% Add +52.3% 815 $332K
Lockerman Financial Group, Inc. 0.56% Add +16.1% 720 $331K
Fonville Wealth Management LLC 0.11% Add +7.0% 720 $331K
MBB Public Markets I LLC 0.03% Reduce -99.2% 720 $331K
Hill Island Financial LLC 0.10% Add +4.5% 715 $329K
PFS Partners, LLC 0.19% Reduce -3.0% 714 $329K
Horizon Advisory Services, Inc. 0.15% Reduce -1.8% 714 $329K
Northeast Financial Group, Inc. 0.13% No change 714 $329K
Edge Financial Advisors LLC 0.29% Reduce -19.6% 711 $327K
Eastover Investment Advisors LLC 0.15% Add +1.4% 711 $327K
Arq Wealth Advisors, LLC 0.12% Reduce -1.0% 687 $327K
Maxwell Wealth Strategies Inc. 0.14% No change 733 $326K
Scarborough Advisors, LLC 0.05% Add +1.3% 708 $326K
Ground Swell Capital, LLC 0.47% Add +19.2% 707 $325K
Pathway Financial Advisors LLC 0.08% Reduce -13.1% 705 $324K
Vestia Personal Wealth Advisors 0.30% Reduce -6.3% 701 $323K
One Plus One Wealth Management, LLC 0.19% No change 701 $323K
Maren Capital LLC 0.03% Reduce -12.5% 700 $322K
Marshall Wace, LLP 0.00% Reduce -99.8% 700 $322K
Long Road Investment Counsel, LLC 0.13% No change 700 $322K
Refined Wealth Management 0.25% Reduce -1.4% 698 $321K
Stewardship Advisors, LLC 0.09% New 695 $320K
Montgomery Investment Management Inc. 0.12% No change 694 $319K
Copley Financial Group, Inc. 0.29% — 692 $318K
Mirabaud & Cie SA 0.09% Reduce -2.4% 691 $318K
Alamar Capital Management, LLC 0.18% No change 689 $317K
Winning Points Advisors, LLC 0.60% — 888 $317K
North Ridge Wealth Advisors, Inc. 0.22% Reduce -20.0% 688 $317K
Beaumont Asset Management, L.L.C. 0.18% No change 688 $317K
Kendall Capital Management 0.10% Reduce -1.4% 688 $317K
Barrett & Company, Inc. 0.14% Reduce -2.8% 688 $316K
Kaizen Financial Strategies 0.18% No change 687 $316K
Mason & Associates, LLC 0.10% No change 685 $315K
Peninsula Asset Management Inc. 0.16% No change 682 $314K
RPS Advisory Solutions LLC 0.22% Reduce -19.7% 681 $313K
Betterment LLC 0.00% New 681 $313K
Balanced Rock Investment Advisors LLC 0.25% No change 680 $313K
Acima Private Wealth, LLC 0.10% No change 679 $313K
Heritage Wealth Management, Inc. 0.28% Add +1.4% 676 $311K
Reston Wealth Management LLC 0.11% No change 676 $311K
Bear Mountain Capital, Inc. 0.12% No change 670 $310K
Tobias Financial Advisors, Inc. 0.06% Add +8.9% 672 $309K
Corundum Trust Company, INC 0.85% No change 671 $309K
Lavaca Capital LLC 0.15% No change 670 $308K
EPIQ Capital Group, LLC 0.09% No change 670 $308K
Seed Wealth Management, Inc. 0.25% No change 669 $308K
W.H. Cornerstone Investments Inc. 0.21% No change 666 $307K
McCarthy Asset Management, Inc. 0.19% No change 667 $307K
Clifford Group, LLC 0.24% No change 666 $307K
Rakuten Securities, Inc. 0.13% Add +42.9% 663 $305K
Meridian Financial Partners LLC 0.15% New 663 $305K
Bollard Group LLC 0.01% No change 660 $304K
OmniStar Financial Group, Inc. 0.23% Reduce -9.0% 660 $304K
Cannon Advisors, Inc. 0.25% — 664 $304K
Awm Capital, LLC 0.04% Add +10.8% 659 $303K
St. Clair Advisors, LLC 0.09% No change 658 $303K
BluePointe Capital Management, LLC 0.20% Add +8.8% 657 $302K
Phillips Wealth Planners LLC 0.29% Reduce -3.7% 649 $302K
Code Waechter LLC 0.29% — 656 $302K
RBA Wealth Management, LLC 0.12% Reduce -4.4% 656 $302K
Single Point Partners, LLC 0.48% Add +0.8% 651 $300K
First Washington CORP 0.12% No change 650 $299K
O'Brien Wealth Partners LLC 0.06% Reduce -2.0% 650 $299K
Kelly Financial Services LLC 0.11% Add +5.7% 648 $298K
ETF Store, Inc. 0.31% Reduce -16.5% 646 $297K
American Capital Advisory, LLC 0.17% Reduce -9.5% 646 $297K
Founders Capital Management 0.18% No change 645 $297K
Meadow Creek Wealth Advisors LLC 0.23% New 644 $296K
Gsa Capital Partners LLP 0.02% Reduce -15.9% 640 $295K
IFS Advisors, LLC 0.23% Add +1.1% 640 $295K
Ceera Investments, LLC 0.11% Add +2.4% 637 $293K
Investors Research Corp 0.06% No change 636 $293K
Royal Fund Management, LLC 0.02% Add +4.6% 636 $293K
Garrison Asset Management, LLC 0.15% No change 633 $291K
Flower City Capital 0.17% New 632 $291K
GenWealth Group, Inc. 0.07% Add +17.3% 632 $291K
BBJS Financial Advisors, LLC 0.10% No change 630 $290K
Meridian Management Co. 0.07% Add +2.8% 630 $290K
Guardian Wealth Advisors, LLC 0.18% No change 629 $290K
Summit Financial Wealth Advisors, LLC 0.05% Reduce -3.1% 629 $290K
Blue Square Asset Management, LLC 0.15% Reduce -9.3% 626 $288K
Swisher Financial Concepts, Inc. 0.18% New 636 $287K
Landmark Wealth Management, LLC 0.13% No change 624 $287K
Foguth Wealth Management, LLC. 0.10% Reduce -34.6% 632 $287K
Lion Street Advisors, LLC 0.10% Reduce -12.9% 620 $285K
Shira Ridge Wealth Management 0.15% No change 619 $285K
Afg Fiduciary Services Limited Partnership 0.19% No change 619 $285K
Conservest Capital Advisors, Inc. 0.03% No change 677 $285K
Marathon Strategic Advisors, LLC 0.30% New 616 $284K
Butensky & Cohen Financial Security, Inc. 0.08% No change 615 $283K
Wiser Wealth Management, Inc 0.08% Add +13.1% 615 $283K
Pacific Wealth Management 0.13% No change 612 $282K
Paladin Advisory Group, LLC 0.21% Reduce -2.7% 609 $280K
Reliant Investment Management, LLC 0.13% No change 609 $280K
Signature Wealth Management Group 0.11% Reduce -1.5% 608 $280K
Petredis Investment Advisors LLC 0.03% No change 607 $279K
Hart & Patterson Financial Group LLC 0.13% Add +3.4% 606 $279K
Sterling Group Wealth Management, LLC 0.15% No change 605 $278K
Lipe & Dalton 0.14% No change 605 $278K
Brewster Financial Planning LLC 0.22% No change 604 $278K
Darwin Wealth Management, LLC 0.08% New 604 $278K
Roberts Wealth Advisors, LLC 0.09% Add +7.9% 612 $278K
Kaydan Wealth Management, Inc. 0.08% No change 603 $278K
Ariston Services Group 0.24% No change 602 $277K
Delos Wealth Advisors, LLC 0.24% Add +9.7% 601 $277K
Second Half Financial Partners, LLC 0.15% New 601 $277K
Disciplined Investments, LLC 0.14% No change 601 $277K
Market Street Wealth Management Advisors LLC 0.05% Add +10.7% 601 $277K
West Bancorporation Inc. 0.18% No change 600 $276K
Financial Freedom, LLC 0.15% Reduce -6.3% 600 $276K
Notis-McConarty Edward 0.13% No change 600 $276K
McCollum Christoferson Group LLC 0.08% No change 600 $276K
Tenret Co LLC 0.17% No change 599 $276K
Clark Asset Management, LLC 0.06% New 598 $275K
Navis Wealth Advisors, LLC 0.30% New 595 $274K
Blue Barn Wealth, LLC 0.14% New 594 $273K
Bank Ozk 0.11% Reduce -3.4% 594 $273K
Donor Advised Charitable Giving, Inc. 0.01% Reduce -13.3% 592 $272K
Pacific Capital Wealth Advisors, Inc. 0.05% Add +36.2% 591 $272K
Clarity Asset Management, Inc. 0.19% Add +0.7% 591 $272K
Plum Street Advisors, LLC 0.14% Add +16.6% 591 $272K
Virtus Investment Advisers, LLC 0.22% Reduce -33.0% 590 $272K
GR Financial Group, LLC 0.05% No change 589 $271K
Crabel Capital Management, LLC 0.19% New 588 $271K
Aerodigm Wealth, LLC 0.17% Reduce -31.5% 587 $270K
Vertex Planning Partners, LLC 0.06% Add +3.4% 587 $270K
Narwhal Capital Management 0.02% No change 586 $270K
Significant Wealth Partners LLC 0.14% Reduce -0.7% 582 $268K
CWC Advisors, LLC. 0.26% — 581 $267K
Western Financial Corp 0.15% Reduce -6.2% 579 $266K
Rovin Capital /Ut/ 0.10% Reduce -57.2% 578 $266K
Austin Asset Management Co Inc 0.05% Add +6.7% 577 $266K
MinichMacGregor Wealth Management, LLC 0.06% Reduce -1.5% 576 $265K
RiverGlades Family Offices LLC 0.19% No change 575 $265K
Keating Investment Counselors Inc. 0.08% No change 575 $265K
Citizens Business Bank 0.05% No change 574 $264K
Newport Capital Group, LLC 0.19% Add +4.8% 573 $264K
TSA Wealth Managment LLC 0.11% Add +13.9% 572 $263K
Global Wealth Strategies & Associates 0.09% Add +11.1% 572 $263K
Walker Asset Management, LLC 0.16% No change 570 $262K
LPF Advisors LLC 0.22% Reduce -6.9% 569 $262K
GoalFusion Wealth Management, LLC 0.15% Reduce -49.0% 569 $262K
Ascent Wealth Partners, LLC 0.04% Add +2.0% 569 $262K
Highland Financial Advisors, LLC 0.09% Reduce -12.9% 567 $261K
PCG Wealth Advisors, LLC 0.10% No change 563 $259K
Winthrop Capital Management, LLC 0.12% No change 562 $259K
Hutchens & Kramer Investment Management Group, LLC 0.14% No change 562 $257K
Stegner Investment Associates Inc. 0.17% No change 557 $256K
Optiver Holding B.V. 0.01% Reduce -97.5% 557 $256K
Kozak & Associates, Inc. 0.06% Reduce -31.3% 550 $256K
Retirement Guys Formula LLC 0.12% Reduce -11.9% 556 $256K
Peterson Financial Group, Inc. 0.98% Add +2.0% 553 $254K
FFT Wealth Management LLC 0.02% New 551 $254K
Perkins Coie Trust Co 0.06% Add +17.0% 544 $250K
Kinloch Capital, LLC 0.12% Reduce -2.9% 543 $250K
Sherbrooke Park Advisers LLC 0.06% Reduce -84.4% 542 $249K
Taylor & Morgan Wealth Management, LLC 0.17% Add +4.8% 541 $249K
Zimmermann Investment Management & Planning LLC 0.08% Reduce -0.6% 541 $249K
Cottage Street Advisors LLC 0.14% No change 540 $249K
TL Private Wealth 0.11% No change 548 $249K
FinDec Wealth Services, Inc. 0.14% Add +1.9% 538 $248K
Chatham Capital Group, Inc. 0.04% New 535 $246K
Equita Financial Network, Inc. 0.09% New 535 $246K
Virginia Wealth Management Group, Inc. 0.15% No change 534 $246K
Rodgers & Associates, LTD 0.03% Add +5.1% 534 $246K
Williams Financial, LLC 0.15% No change 533 $245K
Independent Solutions Wealth Management, LLC 0.06% No change 533 $245K
Sit Investment Associates Inc. 0.01% No change 533 $245K
Core Wealth Advisors, Inc. 0.08% No change 531 $244K
Strengthening Families & Communities, LLC 0.06% Reduce -1.1% 531 $244K
Texas Capital Bancshares Inc 0.10% Reduce -3.6% 531 $244K
William Howard & Co Financial Advisors Inc 0.21% No change 529 $244K
Mb, Levis & Associates, LLC 0.12% Add +11.8% 530 $244K
Beacon Bridge Wealth Partners, LLC 0.10% Add +1.9% 530 $244K
McCarter Private Wealth Services LLC 0.15% — 529 $243K
iSAM Funds (UK) Ltd 0.14% Reduce -86.9% 526 $242K
Summit Investment Advisory Services, LLC 0.13% New 526 $242K
Trellis Wealth Advisors LLC 0.12% No change 526 $242K
TD Capital Management LLC 0.02% Add +1.1% 526 $242K
Beck Capital Management, LLC 0.06% New 525 $241K
Libra Wealth LLC 0.10% No change 524 $241K
Camelot Technology Advisors, Inc. 0.21% Reduce -0.8% 523 $241K
Joule Financial, LLC 0.09% No change 523 $241K
Argent Advisors, Inc. 0.09% Reduce -17.4% 521 $240K
McElhenny Sheffield Capital Management, LLC 0.08% No change 521 $240K
USA Financial Formulas 0.04% Reduce -10.8% 520 $239K
Dillon & Associates Inc. 0.03% New 520 $239K
Veery Capital, LLC 0.09% Reduce -0.2% 519 $239K
Rainey & Randall Wealth Advisors Inc. 0.05% No change 518 $238K
Stordahl Capital Management, Inc. 0.06% No change 520 $238K
Tanglewood Legacy Advisors, LLC 0.11% No change 516 $237K
Valued Retirements, Inc. 0.33% No change 515 $237K
LifePlan Investment Advisors, Inc. 0.15% Reduce -7.7% 515 $237K
Auour Investments LLC 0.08% No change 521 $237K
Spectrum Wealth Advisory Group, LLC 0.13% Reduce -17.8% 514 $237K
Seaside Wealth Management, Inc. 0.09% No change 512 $236K
Towercrest Capital Management 0.04% No change 512 $236K
Touchstone Capital, Inc. 0.36% Reduce -8.9% 511 $235K
Conrad Siegel Investment Advisors, Inc. 0.06% No change 511 $235K
US Financial Advisors, LLC 0.07% Reduce -28.2% 510 $235K
Nixon Capital, LLC 0.08% No change 510 $235K
Prepared Retirement Institute LLC 0.14% Reduce -4.0% 509 $234K
Raymond James Trust Co. of NH 1.91% No change 504 $232K
Copperleaf Capital, LLC 0.18% No change 502 $231K
Up Strategic Wealth Investment Advisors LLC 0.26% New 501 $231K
Teachers Insurance & Annuity Association of America 0.35% — 500 $230K
Ellerson Group Inc. 0.18% No change 500 $230K
Cascade Wealth Advisors, Inc 0.16% No change 500 $230K
RiverTree Advisors, LLC 0.16% No change 500 $230K
Fee-Only Financial Planning, L.C. 0.15% No change 500 $230K
Legal Advantage Investments, Inc. 0.13% No change 500 $230K
Raub Brock Capital Management LP 0.05% No change 500 $230K
Drexel Morgan & Co. 0.04% No change 500 $230K
Stanley-Laman Group, Ltd. 0.03% No change 500 $230K
Tran Capital Management, L.P. 0.02% No change 500 $230K
Kimelman & Baird, LLC 0.02% No change 500 $230K
O'Connor Financial Group LLC 0.12% Add +1.2% 499 $230K
Quad-Cities Investment Group, LLC 0.12% Reduce -0.8% 499 $230K
Biondo Investment Advisors, LLC 0.03% No change 496 $228K
Barry Investment Advisors, LLC 0.07% No change 495 $228K
Parkside Investments, LLC 0.03% New 495 $228K
WINTON GROUP Ltd 0.02% New 492 $226K
Beck Bode, LLC 0.04% New 491 $226K
SS&H Financial Advisors, Inc. 0.08% New 488 $225K
SPC Financial, Inc. 0.02% Reduce -1.6% 488 $225K
C M Bidwell & Associates Ltd. 0.14% No change 486 $224K
Burkett Financial Services, LLC 0.09% No change 486 $224K
Alterna Wealth Management, Inc. 0.20% Reduce -51.5% 485 $223K
Harvest Investment Advisors, LLC 0.15% New 485 $223K
Prospect Financial Services LLC 0.14% New 485 $223K
Topel & Distasi Wealth Management, LLC 0.09% New 485 $223K
Schorn Wealth LLC 0.08% New 485 $223K
Loomis Sayles & Co. L P 0.00% Add +1.5% 485 $223K
Elite Life Management LLC 0.73% New 483 $222K
Castleview Partners, LLC 0.13% Reduce -8.2% 482 $222K
Encompass More Asset Management 0.08% Reduce -4.8% 481 $221K
Lesa Sroufe & Co 0.21% New 480 $221K
Life Planning Partners, Inc 0.20% Reduce -3.0% 479 $220K
Tolleson Wealth Management, Inc. 0.04% New 479 $220K
Slagle Financial, LLC 0.10% Reduce -18.7% 478 $220K
Orgel Wealth Management, LLC 0.01% Reduce -11.3% 477 $220K
Pingora Partners LLC 0.16% Reduce -3.4% 477 $220K
Sard Wealth Management Group, LLC 0.15% New 477 $220K
Rogco, LP 0.09% No change 476 $219K
MSA Advisors, LLC 0.06% New 475 $219K
Talon Private Wealth, LLC 0.05% — 473 $218K
Insight Wealth Strategies, LLC 0.03% New 472 $217K
Delta Wealth Advisors LLC 0.21% New 470 $216K
Kraft Asset Management, LLC 0.17% New 468 $215K
Jeppson Wealth Management, LLC 0.08% Reduce -13.3% 468 $215K
Arcadia Investment Management Corp. 0.04% Reduce -28.9% 468 $215K
Woodline Partners LP 0.00% New 466 $214K
Thompson Davis & Co., Inc. 0.16% New 465 $214K
Secured Retirement Advisors, LLC 0.15% New 464 $214K
Stokes Capital Advisors, LLC 0.05% New 462 $213K
Schulz Wealth, LTD. 0.16% New 460 $212K
Davis-Rea LTD. 0.09% Reduce -8.0% 460 $212K
Kooman & Associates 0.08% New 459 $211K
Partners Capital Investment Group, LLP 0.00% Reduce -13.9% 459 $211K
Apeiron RIA LLC 0.06% New 458 $211K
Santori & Peters, Inc. 0.08% Reduce -19.2% 455 $209K
Bond & Devick Financial Network, Inc. 0.09% Reduce -19.5% 454 $209K
RWQ Financial Management Services, Inc. 0.07% New 450 $207K
Avid Wealth Partners LLC 0.15% New 449 $207K
TPG Financial Advisors, LLC 0.09% New 449 $207K
Allen Wealth Management, LLC 0.14% New 446 $205K
Midwest Heritage Bank, FSB 0.10% New 446 $205K
VanderPol Investments L.L.C. 0.45% New 441 $203K
Shearwater Capital LLC 0.14% New 438 $202K
Mid-American Wealth Advisory Group, Inc. 0.13% Reduce -11.0% 438 $202K
EntryPoint Capital, LLC 0.11% Add +75.2% 438 $202K
Members Advisory Group LLC 0.10% New 436 $201K
Steph & Co. 0.06% Add +11.6% 434 $200K
Mizuho Bank, Ltd. 0.04% No change 430 $198K
HighMark Wealth Management LLC 0.11% Add +5.3% 420 $193K
University of Texas/Texas Am Investment Management Co. 0.03% No change 419 $193K
PSI Advisors, LLC 0.06% No change 415 $191K
MidAtlantic Capital Management, Inc. 0.14% No change 406 $187K
Hoese & Co LLP 0.15% No change 400 $184K
Dunhill Financial, LLC 0.09% Reduce -9.9% 392 $181K
Dynamic Wealth Strategies, LLC 0.15% Reduce -1.0% 390 $180K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.07% No change 388 $179K
Cypress Capital Management LLC (WY) 0.19% No change 382 $176K
Red Tortoise LLC 0.09% No change 376 $173K
POM Investment Strategies, LLC 0.13% Add +4.2% 374 $172K
DecisionPoint Financial, LLC 0.05% No change 365 $168K
Macroview Investment Management LLC 0.16% No change 362 $167K
Guardian Wealth Management, Inc. 0.12% Reduce -0.3% 361 $166K
Ameliora Wealth Management Ltd. 0.07% Reduce -35.7% 360 $166K
Naples Money Management LLC 0.14% Reduce -7.7% 358 $165K
Atlantic Edge Private Wealth Management, LLC 0.05% Add +2.5% 335 $154K
Perritt Capital Management Inc 0.08% No change 322 $148K
Ramirez Asset Management, Inc. 0.03% No change 300 $138K
FNY Investment Advisers, LLC 0.07% New 300 $138K
TruNorth Capital Management, LLC 0.04% Add +103.5% 295 $136K
Dakota Community Bank & Trust NA 0.67% No change 291 $134K
Legacy Investment Solutions, LLC 0.08% — 284 $133K
Legacy Wealth Managment, LLC 0.08% — 284 $133K
Ruedi Wealth Management, Inc. 0.05% Reduce -10.3% 288 $133K
West Financial Advisors, LLC 0.03% No change 286 $132K
First Financial Corp. 0.06% No change 284 $131K
Silvant Capital Management LLC 0.01% No change 283 $130K
SIMA Wealth Partners, LLC 0.11% No change 274 $126K
NWK Group, Inc. 0.05% New 268 $123K
Standard Family Office LLC 0.14% No change 256 $118K
MRP Capital Investments, LLC 0.11% New 250 $115K
Legacies Wealth LLC 0.09% Reduce -2.4% 248 $114K
Valued Wealth Advisors LLC 0.07% Add +26.6% 243 $112K
Richard W. Paul & Associates, LLC 0.04% Reduce -1.7% 235 $108K
True Wealth Design, LLC 0.04% Add +9.3% 234 $108K
Robinswood Financial LLC 0.04% Reduce -46.9% 211 $97K
Westend Capital Management, LLC 0.03% No change 209 $96K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% Reduce -57.6% 202 $93K
CGC Financial Services, LLC 0.04% No change 200 $92K
Sycomore Asset Management 0.02% No change 200 $91K
Eukles Asset Management 0.04% No change 194 $89K
Silicon Valley Community Foundation 0.00% No change 193 $89K
Richardson Capital Management LLC 0.06% Reduce -7.3% 191 $88K
Christopher J. Hasenberg, Inc 0.04% No change 192 $87K
Safe Harbor Fiduciary, LLC 0.08% — 185 $85K
Luken Investment Analytics, LLC 0.04% No change 184 $85K
Lowe Wealth Advisors, LLC 0.04% Add +51.7% 182 $84K
Thompson Investment Management, Inc. 0.01% Reduce -22.6% 171 $79K
Gables Capital Management Inc. 0.04% Reduce -2.9% 170 $78K
Penserra Capital Management LLC 0.00% Add +1.9% 165 $75K
Chesapeake Asset Management LLC 0.06% Add +9.7% 159 $73K
Anfield Capital Management, LLC 0.03% No change 151 $69K
Tributary Capital Management, LLC 0.01% No change 149 $69K
REAP Financial Group, LLC 0.02% No change 137 $63K
Harbor Capital Advisors, Inc. 0.00% New 134 $62K
Gen-Wealth Partners Inc 0.03% No change 127 $58K
Boyd Watterson Asset Management LLC 0.02% No change 125 $58K
Vermillion & White Wealth Management Group, LLC 0.04% No change 124 $57K
Stone House Investment Management, LLC 0.01% No change 123 $57K
NewSquare Capital LLC 0.00% Reduce -76.0% 120 $55K
MilWealth Group LLC 0.02% No change 118 $54K
Accordant Advisory Group Inc 0.06% No change 115 $53K
Wolff Wiese Magana LLC 0.04% Add +93.1% 112 $52K
MeadowBrook Investment Advisors LLC 0.05% No change 111 $51K
Pineridge Advisors LLC 0.02% No change 110 $51K
Northwest Bank & Trust Co 0.04% No change 106 $49K
William B. Walkup & Associates, Inc. 0.03% No change 100 $46K
Capco Asset Management, LLC 0.01% No change 100 $46K
Bray Capital Advisors 0.01% No change 97 $45K
Stuart Chaussee & Associates, Inc. 0.01% No change 87 $40K
Broadwater Capital Management LLC 0.03% No change 77 $35K
Kepos Capital LP 0.02% Reduce -24.8% 76 $35K
Essex Investment Management Co. LLC 0.01% No change 76 $35K
Abich Financial Wealth Management LLC 0.07% Reduce -81.7% 67 $31K
NCP Inc. 0.02% Reduce -35.0% 65 $30K
Horizon Financial Services, LLC 0.02% Reduce -38.5% 59 $27K
Wiser Advisor Group LLC 0.04% No change 58 $27K
Pinnacle Holdings, LLC 0.01% New 51 $23K
Hudson Edge Investment Partners Inc. 0.00% No change 50 $23K
Transamerica Financial Advisors, LLC 0.00% New 47 $22K
PayPay Securities Corp 1.84% Add +50.0% 45 $21K
Basso Capital Management, L.P. 0.02% New 45 $21K
Altshuler Shaham Ltd 0.00% Reduce -10.0% 45 $21K
Quarry LP 0.01% Reduce -87.9% 42 $19K
PEAK6 Investments LLC 0.00% New 40 $18K
Ravenstone Capital Management Inc. 0.01% No change 38 $17K
Birch Capital Management, LLC 0.01% Add +28.0% 32 $15K
Solstein Capital, LLC 0.01% No change 30 $14K
Caitlin John, LLC 0.01% Reduce -32.5% 27 $13K
ClariVest Asset Management LLC 0.00% No change 27 $11K
WestEnd Advisors, LLC 0.00% Add +40.0% 14 $6K
Dogwood Wealth Management LLC 0.00% No change 10 $5K
LFA - Lugano Financial Advisors SA 0.00% No change 10 $5K
a16z Perennial Management, L.P. 0.00% No change 10 $5K
Pathway Financial Advisers, LLC 0.00% Add +48599.5% 1,552,054 $3K
DRH Investments, Inc. 0.00% No change 3 $1K
Bay Harbor Wealth Management, LLC 0.00% No change 3 $1K

"% 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.