Berkshire Hathaway Inc. Class BBRK.B

13F holders, Q4 2024 (December 31)
4,511holders +409
115new positions
93sold out
23famous investors
$452.27avg. 13F price*

At the end of Q4 2024, 4,511 institutions reported holding Berkshire Hathaway Inc. Class B (BRK.B) in their 13F filings, up 409 from Q3 2024. 115 opened new positions and 93 sold out. The largest holders were Vanguard Group Inc. ($67.1B), BlackRock, Inc. ($50.0B) and State Street Corp. ($32.5B). 23 famous investors held it, including Guy Spier (22.2% of Aquamarine Capital (Aquamarine Zurich)'s portfolio), Bill Gates / Michael Larson (21.2% of Gates Foundation Trust's portfolio) and Chris Bloomstran (19.3% of Semper Augustus Investments's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions115$2.0B
Exits93$793.1M

All 13F filers, Q3 2024 → Q4 2024: 28,967,387 shares bought and 23,044,049 shares sold, net +5,923,338 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4,511 holders

Vanguard Group Inc. 1.17% Add +1.1% 148,039,990 $67.1B
BlackRock, Inc. 1.02% Add +0.5% 110,401,412 $50.0B
State Street Corp. 1.28% Add +1.6% 71,664,055 $32.5B
Geode Capital Management, LLC 1.33% Add +3.3% 37,961,118 $17.2B
Morgan Stanley 0.89% Add +5.7% 28,057,816 $12.7B
Gates Foundation Trust 21.20% Reduce -11.2% 19,655,024 $8.9B
Northern Trust Corp. 1.06% Add +7.5% 16,467,585 $7.5B
JPMorgan Chase & Co. 0.52% Add +3.6% 14,529,442 $6.6B
Bank of New York Mellon Corp 1.05% Reduce -0.1% 12,599,131 $5.7B
Charles Schwab Investment Management Inc. 0.91% Add +2.5% 10,856,198 $4.9B
T. Rowe Price Associates Inc. 0.54% Reduce -5.7% 10,355,339 $4.7B
FMR LLC 0.27% Reduce -5.8% 9,850,185 $4.5B
Royal Bank of Canada 0.96% Add +2.8% 9,794,174 $4.4B
Bank of America Corp. 0.38% Reduce -8.6% 9,043,643 $4.1B
Dimensional Fund Advisors LP 0.79% Reduce -3.2% 7,299,181 $3.3B
Barclays PLC 1.60% Reduce -7.6% 7,123,987 $3.2B
Goldman Sachs Group Inc. 0.61% Reduce -9.7% 7,060,252 $3.2B
Norges Bank 0.40% Reduce -12.3% 6,801,418 $3.1B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.66% Add +1.5% 6,273,433 $2.8B
Legal & General Group Plc 0.75% Add +0.7% 6,223,119 $2.8B
Nuveen Asset Management, LLC 0.74% Reduce -3.0% 5,795,754 $2.6B
UBS Group AG 0.56% Reduce -2.7% 5,469,250 $2.5B
Invesco Ltd. 0.44% Reduce -0.1% 5,268,209 $2.4B
Wells Fargo & Company 0.55% Reduce -0.8% 4,992,792 $2.3B
California Public Employees Retirement System 1.48% Reduce -0.9% 4,874,225 $2.2B
Amundi 0.72% Reduce -8.3% 4,586,667 $2.1B
Flossbach Von Storch SE 8.12% Add +0.2% 4,497,659 $2.0B
Assenagon Asset Management S.A. 3.35% Add +42.1% 4,120,000 $1.9B
Raymond James Financial Inc. 0.65% — 3,880,865 $1.8B
Swiss National Bank 1.13% Reduce -4.8% 3,743,605 $1.7B
Alliancebernstein L.P. 0.56% Add +6.8% 3,665,727 $1.7B
H&H International Investment 11.31% Reduce -4.3% 3,621,100 $1.6B
HSBC Holdings PLC 1.00% Reduce -8.0% 3,549,532 $1.6B
Sumitomo Mitsui Trust Group, Inc. 0.99% Add +0.2% 3,244,744 $1.5B
Rhumbline Advisers 1.23% Reduce -1.3% 3,033,904 $1.4B
Deutsche Bank AG 0.51% Reduce -1.0% 2,894,325 $1.3B
Bank of Montreal 0.66% Reduce -17.8% 2,891,379 $1.3B
Creative Planning 1.19% Reduce -0.3% 2,701,189 $1.2B
BNP Paribas Financial Markets 0.95% Add +25.9% 2,685,105 $1.2B
LPL Financial LLC 0.49% Add +7.3% 2,675,080 $1.2B
Artisan Partners Limited Partnership 1.84% Reduce -2.0% 2,633,546 $1.2B
Mitsubishi UFJ Asset Management Co., Ltd. 1.11% Add +9.3% 2,530,722 $1.1B
Neuberger Berman Group LLC 0.89% Reduce -15.6% 2,485,527 $1.1B
Principal Financial Group Inc. 0.61% Reduce -0.5% 2,483,876 $1.1B
HighTower Advisors, LLC 1.54% Add +14.5% 2,480,149 $1.1B
Baird Financial Group, Inc. 2.11% Add +3.2% 2,434,429 $1.1B
National Pension Service 0.98% Reduce -0.4% 2,287,756 $1.0B
New York State Common Retirement Fund 1.38% Add +1.6% 2,273,128 $1.0B
California State Teachers Retirement System 1.09% Reduce -4.4% 2,069,066 $937.9M
Manufacturers Life Insurance Company, The 0.78% Reduce -16.5% 1,969,112 $892.6M
Tetrad Corp. 89.53% No change 1,923,123 $871.7M
First Manhattan Co. Llc. 2.55% Reduce -2.0% 1,906,454 $868.7M
Corient Private Wealth LP 1.44% Reduce -1.1% 1,925,537 $865.4M
Adage Capital Partners Gp, L.L.C. 1.45% Add +5.1% 1,832,473 $830.6M
Ameriprise Financial Inc. 0.21% Add +6.2% 1,806,586 $818.8M
Swedbank AB 1.00% Reduce -1.1% 1,798,082 $815.0M
Capital Research Global Investors 0.17% Reduce -25.2% 1,773,911 $804.1M
State Board of Administration of Florida Retirement System 1.50% Add +0.2% 1,736,205 $787.0M
Prudential Financial Inc. 1.05% Reduce -6.7% 1,697,578 $769.5M
Wellington Management Group LLP 0.14% Add +31.1% 1,643,856 $745.1M
New York State Teachers Retirement System 1.55% Reduce -4.1% 1,618,788 $733.8M
Commonwealth Equity Services, LLC 1.05% Reduce -0.1% 1,576,905 $714.8M
Diamond Hill Capital Management, LLC (Investment Advisor) 3.14% Add +73.5% 1,568,426 $710.9M
Markel Group 6.12% No change 1,531,971 $694.4M
Chevy Chase Trust Holdings, LLC 1.97% Reduce -1.0% 1,427,626 $647.1M
Caisse de depot et placement du Quebec 1.35% Reduce -11.7% 1,427,094 $646.9M
Rothschild & Co Wealth Management UK Ltd 11.18% Reduce -18.6% 1,404,730 $636.7M
BSN CAPITAL PARTNERS Ltd 24.65% New 1,380,021 $616.5M
Brown Brothers Harriman & Co. 4.32% Reduce -9.5% 1,358,665 $615.9M
CANADA LIFE ASSURANCE Co 1.05% Reduce -2.7% 1,347,782 $611.0M
Acadian Asset Management LLC 1.74% Add +18.4% 1,322,824 $599.6M
Susquehanna International Group, LLP 0.89% Add +322.0% 1,316,826 $596.9M
US Bancorp \de 0.77% Add +77.8% 1,302,328 $590.3M
Gardner Russo & Quinn 6.59% Reduce -4.2% 1,286,921 $583.3M
Envestnet Asset Management Inc. 0.19% Add +4.7% 1,282,951 $581.5M
London Co. of Virginia 3.12% Reduce -5.0% 1,259,511 $570.9M
FIL Ltd 0.51% Add +5.7% 1,211,173 $549.0M
Brown Advisory Inc. 0.65% Reduce -8.5% 1,135,329 $514.6M
Wealth Enhancement Advisory Services, LLC 0.98% Add +15.2% 1,127,476 $511.1M
Canada Pension Plan Investment Board 0.48% Add +5.9% 1,114,962 $505.4M
Check Capital Management Inc. 33.06% Reduce -1.1% 1,101,942 $499.5M
Franklin Resources Inc. 0.14% Reduce -1.7% 1,082,892 $490.9M
Schroder Investment Management Group 0.47% Add +25.2% 1,079,622 $489.4M
PNC Financial Services Group, Inc. 0.32% Reduce -0.2% 1,060,245 $480.6M
Mariner, LLC 0.80% Add +2.0% 1,052,104 $476.9M
Citigroup Inc. 0.46% Reduce -27.8% 1,051,385 $476.6M
Ensign Peak Advisors, Inc 0.84% Reduce -3.1% 1,048,374 $475.2M
National Bank of Canada 0.61% Reduce -6.1% 1,039,667 $471.3M
Korea Investment CORP 1.09% Reduce -3.6% 1,017,052 $461.0M
Rathbones Group PLC 2.20% Add +5.3% 1,002,432 $454.4M
Stifel Financial Corp. 0.46% Reduce -6.7% 982,660 $445.4M
Royal London Asset Management Ltd. 1.06% Add +1.3% 963,090 $436.5M
Bank of Nova Scotia 0.76% Add +119.0% 949,462 $430.4M
Mesirow Financial Investment Management, Inc. 8.52% Add +0.5% 946,198 $428.9M
Danske Bank A/S 1.24% Reduce -2.8% 911,591 $413.2M
Himalaya Capital Management 15.01% No change 897,749 $406.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.81% — 886,246 $401.7M
Douglass Winthrop Advisors, LLC 7.77% Add +0.0% 880,265 $399.0M
Public Employees Retirement System of Ohio 1.35% New 869,135 $394.0M
Osaic Holdings, Inc. 0.84% Add +8.2% 903,182 $376.1M
Treasurer of the State of North Carolina 1.46% Add +0.7% 827,712 $375.2M
Nordea Investment Management AB 0.38% Add +22.7% 805,539 $364.8M
Cibc World Market Inc. 0.84% Add +3.6% 804,302 $364.6M
AQR Capital Management 0.47% Add +2.2% 803,465 $364.2M
TD Asset Management Inc 0.32% Reduce -4.2% 797,830 $361.6M
Ossiam 6.00% Add +61.8% 766,180 $347.3M
Russell Investments Group, Ltd. 0.47% Add +5.5% 755,201 $342.2M
Bessemer Group Inc. 0.55% Reduce -2.1% 749,560 $339.8M
Retirement Systems of Alabama 1.26% Reduce -0.6% 747,649 $338.9M
State of Wisconsin Investment Board 0.86% Reduce -4.8% 736,041 $333.6M
Pictet Asset Management Holding SA 0.36% Add +5.3% 735,506 $333.4M
Credit Agricole S A 1.13% Add +81.6% 733,911 $332.7M
Aviva PLC 0.86% Reduce -1.9% 732,640 $332.1M
Mackenzie Financial Corp. 0.45% Reduce -6.7% 729,779 $330.8M
Fayez Sarofim & Co 0.80% Add +8.7% 724,320 $328.3M
Captrust Financial Advisors 0.93% Add +0.3% 720,467 $326.6M
Voya Investment Management LLC 0.39% Reduce -5.5% 720,348 $326.5M
Davis Selected Advisers 1.89% Reduce -3.9% 717,513 $325.2M
Clearbridge Investments, LLC 0.26% Reduce -2.2% 704,367 $319.3M
Truist Financial Corp. 0.50% Reduce -4.9% 698,407 $316.6M
Everett Harris & Co. 3.99% Add +1.0% 695,556 $315.3M
Cambridge Investment Research Advisors, Inc. 1.04% Add +1.2% 686,400 $311.1M
Fiduciary Management Inc. 2.90% Reduce -5.9% 685,182 $310.6M
Millennium Management 0.28% Add +62.7% 683,827 $310.0M
Mitsubishi UFJ Trust & Banking Corp 0.71% Reduce -2.4% 665,922 $301.8M
Focus Partners Wealth 0.77% Add +30.4% 653,745 $296.3M
Natixis Advisors, LLC 0.55% Reduce -7.7% 653,257 $296.1M
Rafferty Asset Management, LLC 1.04% Add +4.7% 649,929 $294.6M
State of Tennessee, Department of Treasury 1.07% Reduce -4.2% 649,845 $294.6M
Cetera Investment Advisers 0.61% Add +0.2% 639,515 $289.9M
Cerity Partners LLC 0.62% Add +2.0% 633,681 $287.8M
DekaBank Deutsche Girozentrale 0.51% No change 607,262 $274.2M
SWF LLC 88.46% No change 575,987 $261.1M
STRS Ohio 1.00% Reduce -4.1% 558,976 $253.4M
Scotia Capital Inc. 1.33% Add +3.4% 556,984 $252.5M
Northwestern Mutual Wealth Management Co. 0.21% Add +2.7% 556,268 $252.1M
DAVENPORT & Co LLC 1.44% Add +3.8% 542,753 $245.9M
Barr E S & Co. 14.52% Reduce -0.3% 541,444 $245.4M
Quilter Plc 4.82% Reduce -8.2% 538,361 $244.0M
Asset Management One Co., Ltd. 0.83% Add +1.5% 527,827 $241.0M
Healthcare of Ontario Pension Plan Trust Fund 0.51% New 525,110 $238.0M
Hudson Bay Capital Management LP 1.69% Add +7.5% 515,794 $233.8M
Teacher Retirement System of Texas 0.84% Add +29.2% 511,946 $232.1M
Handelsbanken Fonder AB 0.88% Add +10.1% 510,785 $231.5M
Public Sector Pension Investment Board 0.97% Add +6.5% 508,582 $230.5M
Giverny Capital 8.38% Add +3.3% 505,550 $229.2M
Janney Montgomery Scott LLC 0.63% Add +1.2% 504,792 $228.8M
Fifth Third Bancorp 0.83% Add +0.9% 504,569 $228.7M
Philip James Wealth Mangement, LLC 30.47% Reduce -3.6% 499,565 $226.4M
Empower Advisory Group, LLC 0.75% Add +2.2% 489,494 $221.9M
State of New Jersey Common Pension Fund D 0.89% No change 487,315 $220.9M
American Century Companies Inc. 0.13% Reduce -14.5% 485,439 $220.0M
MetLife Investment Management, LLC 1.19% Add +1.9% 485,118 $219.9M
Graham Holdings Co 25.68% No change 482,945 $218.9M
Arrowstreet Capital, Limited Partnership 0.17% Add +23.1% 478,064 $216.7M
Yacktman Asset Management 2.50% Reduce -19.1% 471,805 $213.9M
Fort Washington Investment Advisors Inc. 1.27% Reduce -15.9% 470,966 $213.5M
KLP Kapitalforvaltning As 1.01% — 468,213 $212.2M
NorthCoast Asset Management LLC 1.03% Add +6.8% 461,328 $209.1M
ACR Alpine Capital Research, LLC 4.49% Reduce -2.1% 457,508 $207.4M
Scharf Investments, LLC 6.04% Reduce -5.9% 449,023 $203.5M
Victory Capital Management Inc. 0.20% Reduce -0.6% 448,005 $203.1M
Menora Mivtachim Holdings LTD. 1.27% Reduce -21.5% 447,486 $202.8M
Corebridge Financial, Inc. 1.07% Reduce -1.1% 436,225 $197.7M
CIBC Private Wealth Group LLC 0.35% Reduce -2.8% 431,918 $195.2M
Pinebridge Investments, L.P. 1.44% Reduce -6.0% 422,509 $191.5M
Kestra Advisory Services, LLC 1.05% Reduce -18.8% 420,484 $190.6M
Blair William & Co. 0.55% Add +2.8% 419,119 $190.0M
Nomura Asset Management Co. Ltd. 0.57% Add +1.5% 419,004 $189.9M
Mercer Global Advisors Inc. 0.46% New 416,322 $188.7M
Bartlett & Co. Wealth Management LLC 2.70% Add +0.1% 410,560 $186.1M
Allianz Asset Management GmbH 0.27% Add +1.2% 410,460 $186.1M
Federation des caisses Desjardins du Quebec 0.94% Add +3.6% 407,696 $184.8M
Gateway Investment Advisers LLC 2.05% Reduce -2.7% 406,950 $184.5M
ProShare Advisors LLC 0.42% Add +11.0% 402,351 $182.4M
Bridges Investment Management Inc. 2.54% Reduce -2.1% 400,294 $181.4M
Resona Asset Management Co.,Ltd. 1.07% Reduce -4.5% 399,632 $181.3M
Rockefeller Capital Management L.P. 0.47% Add +1.5% 399,789 $181.2M
Toronto Dominion Bank 0.34% Reduce -53.4% 398,559 $180.7M
Sather Financial Group Inc 11.31% Reduce -0.8% 398,400 $180.6M
Czech National Bank 1.67% Add +6.5% 397,420 $180.1M
Cibc World Markets Corp. 1.05% Reduce -8.0% 394,195 $178.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.10% Reduce -2.3% 389,740 $176.7M
Qube Research & Technologies Ltd 0.29% Reduce -43.6% 387,856 $175.8M
Arizona State Retirement System 1.07% Add +1.5% 385,422 $174.7M
Amalgamated Bank 1.43% Reduce -2.5% 385,050 $174.5M
Squarepoint Ops LLC 0.45% Add +27.8% 383,374 $173.8M
Pathstone Holdings, LLC 0.76% Reduce -1.2% 381,312 $172.9M
Maj Invest Holding A/S 5.68% Add +8.0% 380,805 $172.6M
Armstrong Henry H Associates Inc. 17.15% Add +8.6% 378,570 $171.6M
Forsta Ap-Fonden 1.17% Add +0.6% 363,100 $164.6M
Panagora Asset Management Inc. 0.75% Add +0.7% 359,480 $162.9M
Allspring Global Investments Holdings, LLC 0.26% Reduce -7.5% 359,771 $162.3M
Cannell & Spears LLC 3.30% Reduce -3.8% 354,821 $160.8M
Ruane, Cunniff & Goldfarb L.P. 2.68% Reduce -19.8% 348,247 $157.9M
Robeco Institutional Asset Management B.V. 0.30% Reduce -11.2% 346,318 $157.0M
State of Michigan Retirement System 0.81% Reduce -1.9% 345,229 $156.5M
Bristol John W & Co. Inc. 2.57% Reduce -2.3% 344,485 $156.1M
Comerica Bank 0.63% Reduce -3.8% 343,892 $155.9M
Nisa Investment Advisors, LLC 0.60% Add +28.3% 342,280 $155.1M
Timucuan Asset Management Inc. 4.70% Add +0.1% 339,110 $153.7M
McDonald Capital Investors Inc. 9.64% Reduce -1.8% 338,617 $153.5M
DNB Asset Management AS 0.66% Add +11.9% 338,400 $153.4M
Sei Investments Co. 0.19% Add +0.1% 333,279 $151.1M
Schwerin Boyle Capital Management Inc. 15.23% Reduce -0.6% 327,474 $148.4M
Weitz Investment Management, Inc. 7.55% No change 323,200 $146.5M
Findlay Park Partners LLP 1.43% Add +1.7% 318,436 $144.3M
United American Securities Inc. (d/b/a UAS Asset Management) 34.71% Add +2.1% 317,569 $143.9M
Private Advisor Group, LLC 0.80% Reduce -0.1% 314,379 $142.5M
1832 Asset Management L.P. 0.25% Add +186.7% 313,236 $142.0M
Tredje AP-fonden 1.27% Add +8.3% 311,439 $141.2M
Paralel Advisors LLC 5.99% Reduce -10.1% 310,000 $140.5M
Aberdeen Group plc 0.26% Reduce -10.5% 309,624 $139.8M
First Trust Advisors LP 0.12% Add +99.4% 307,830 $139.5M
Wallace Capital Management Inc. 18.86% Reduce -3.6% 304,563 $138.1M
Beacon Pointe Advisors, LLC 1.53% Reduce -0.8% 304,392 $138.0M
Lee Danner & Bass Inc. 10.81% Reduce -0.3% 300,892 $136.4M
Southeast Asset Advisors, LLC 16.59% Reduce -5.3% 298,415 $135.3M
Van Lanschot Kempen Investment Management N.V. 1.34% Reduce -0.6% 296,890 $134.6M
Shayne & Jacobs, LLC 34.52% Reduce -0.4% 290,856 $131.8M
TD Waterhouse Canada Inc. 1.06% Add +0.5% 290,239 $131.6M
Stonegate Investment Group, LLC 3.50% Reduce -0.7% 289,573 $131.3M
Nicholas Hoffman & Company, LLC. 5.21% Add +10.4% 287,292 $130.2M
Thrivent Financial for Lutherans 0.25% Add +11.3% 285,204 $130.1M
D. E. Shaw & Co. 0.15% Reduce -49.8% 286,936 $130.1M
Epoch Investment Partners, Inc. 0.62% Reduce -16.8% 283,527 $128.5M
Meeder Asset Management Inc. 8.81% Add +0.8% 280,138 $127.0M
Evercore Wealth Management, LLC 1.90% Reduce -1.4% 279,442 $126.7M
Bradley Foster & Sargent Inc. 2.13% Reduce -0.1% 279,239 $126.6M
MML Investors Services, LLC 0.44% Add +5.2% 278,942 $126.4M
Saratoga Research & Investment Management 6.37% Reduce -14.7% 278,612 $126.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.36% Add +7.0% 277,835 $125.9M
Great Lakes Advisors, LLC 1.07% Reduce -2.4% 277,167 $125.6M
D.A. Davidson & Co. 1.02% Add +2.2% 276,167 $125.2M
CIBC Asset Management Inc 0.41% Add +3.9% 275,357 $124.8M
Huntington National Bank 1.17% Add +4.7% 274,508 $124.4M
Williams Jones Wealth Management, LLC. 1.48% Reduce -1.8% 270,057 $122.4M
Police & Firemen's Retirement System of New Jersey 1.17% — 266,277 $120.7M
Cwm, LLC 0.50% Add +2.7% 265,409 $120.3M
Calamos Advisors LLC 0.80% No change 264,545 $119.9M
State of Alaska, Department of Revenue 1.33% Reduce -2.3% 262,956 $119.2M
Bronte Capital Management Pty Ltd. 9.22% Reduce -33.6% 219,835 $116.8M
NewEdge Advisors, LLC 0.70% Add +6.3% 257,386 $116.7M
Crestwood Advisors Group, LLC 2.17% Add +0.2% 255,550 $115.8M
Factory Mutual Insurance Co. 1.25% No change 254,500 $115.4M
Davis R M Inc. 2.25% Reduce -0.4% 254,108 $115.2M
KBC Group NV 0.32% Reduce -3.3% 253,863 $115.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.69% Add +14.8% 253,765 $115.0M
QRG Capital Management, Inc. 1.18% Add +1.6% 252,482 $114.4M
Rwwm, Inc. 10.43% Reduce -0.1% 251,973 $114.2M
Quantinno Capital Management LP 1.12% Add +25.6% 250,302 $113.5M
Sequoia Financial Advisors, LLC 1.08% Add +0.7% 247,904 $112.4M
Jane Street Group, LLC 0.18% Add +594.8% 247,657 $112.3M
Tiaa Trust, National Association 0.34% Reduce -8.6% 247,532 $112.2M
Evelyn Partners Investment Management LLP 3.62% — 246,150 $111.6M
Madison Asset Management, LLC 1.26% Reduce -0.8% 245,479 $111.3M
Madison Investment Advisors, LLC 1.26% — 245,479 $111.3M
Utah Retirement Systems 1.23% Add +0.6% 245,326 $111.2M
Yousif Capital Management, LLC 1.22% Reduce -3.0% 244,480 $110.8M
New York Life Investment Management LLC 1.08% Add +0.8% 244,232 $110.7M
Cheviot Value Management, LLC 21.03% Reduce -0.5% 242,030 $109.7M
HM Payson & Co. 1.86% Reduce -1.0% 241,721 $109.6M
Obermeyer Wealth Partners 5.64% Reduce -1.4% 238,750 $108.2M
Semper Augustus Investments 19.29% Add +0.1% 238,053 $107.9M
TCTC Holdings, LLC 3.87% Reduce -0.0% 237,459 $107.6M
IFM Investors Pty Ltd 1.09% Reduce -8.6% 237,299 $107.6M
Jones Financial Companies LLLP 0.10% Add +37.3% 236,852 $107.4M
Tocqueville Asset Management L.P. 1.66% Add +2.1% 233,781 $106.0M
JARISLOWSKY, FRASER Ltd 0.62% Add +0.6% 232,962 $105.6M
Northstar Group, Inc. 18.31% Reduce -0.3% 232,046 $105.2M
Birch Hill Investment Advisors LLC 4.89% Add +0.7% 231,999 $105.2M
Border to Coast Pensions Partnership Ltd 2.05% No change 231,345 $104.8M
Keybank National Association 0.40% Add +0.1% 230,455 $104.5M
Clear Street LLC 2.07% Add +0.0% 230,001 $104.3M
Walleye Trading LLC 2.05% Add +879.6% 229,285 $103.9M
United Capital Financial Advisors, LLC 0.88% Add +1.2% 229,206 $103.9M
Commerce Bank 0.64% Add +0.8% 227,805 $103.3M
Dixon Mitchell Investment Counsel Inc. 4.76% Reduce -1.3% 227,434 $103.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.88% Add +0.1% 216,646 $102.8M
Pangea Capital Gestao de Recursos Ltda. 78.86% Reduce -0.9% 226,378 $102.6M
Shapiro Capital Management LLC 3.48% Reduce -4.5% 225,695 $102.3M
Xponance LLC 0.93% Reduce -3.3% 225,641 $102.3M
AE Wealth Management LLC 0.86% Add +8.1% 224,212 $101.6M
O'shaughnessy Asset Management, LLC 0.86% Add +7.1% 222,672 $100.9M
Mutual of America Capital Management LLC 1.07% Reduce -2.6% 220,801 $100.1M
Cresset Asset Management, LLC 0.48% Reduce -33.2% 219,860 $99.7M
Metropolis Capital Ltd 3.49% Add +1.3% 219,572 $99.5M
Hendershot Investments Inc. 13.53% Reduce -1.0% 219,000 $99.3M
Klingenstein Fields & Co. LP 3.90% Reduce -0.8% 213,623 $96.8M
Mutual Advisors, LLC 2.78% Reduce -3.0% 207,017 $95.8M
Whittier Trust Co. 1.26% Add +2.7% 210,971 $95.6M
USS Investment Management Ltd 0.69% New 208,646 $94.6M
Marex Group Ltd 1.61% Add +95.2% 208,162 $94.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.95% Reduce -0.9% 207,359 $94.0M
Smead Capital Management, Inc. 1.46% Reduce -2.4% 206,954 $93.8M
AustralianSuper Pty Ltd 0.44% Add +4342.2% 206,252 $93.5M
MAI Capital Management 0.69% Add +16.8% 205,134 $93.0M
Pacifica Capital Investments, LLC 29.90% Reduce -1.4% 204,897 $92.9M
Glenmede Trust Co. NA 0.47% Reduce -12.8% 202,986 $92.0M
King Luther Capital Management Corp. 0.40% Reduce -0.8% 202,106 $91.6M
Daiwa Securities Group Inc. 0.41% Add +8.7% 201,440 $91.3M
Staley Capital Advisers Inc. 4.02% Reduce -1.6% 199,650 $90.5M
Oppenheimer Asset Management Inc. 1.09% Reduce -0.7% 198,474 $90.0M
Janus Henderson Group PLC 0.05% Add +8.4% 197,028 $89.4M
AMF Tjanstepension AB 0.63% Add +16.1% 196,626 $89.1M
Oppenheimer & Co. Inc. 1.32% Reduce -0.7% 195,316 $88.5M
Worldquant Millennium Advisors LLC 0.57% Reduce -6.1% 193,339 $87.6M
Lido Advisors, LLC 0.55% Add +9.5% 191,994 $87.0M
JRM Investment Counsel, LLC 32.37% Add +0.5% 191,527 $86.8M
Howland Capital Management LLC 3.77% Reduce -2.1% 190,070 $86.2M
Ingalls & Snyder LLC 3.38% Reduce -1.9% 188,863 $85.6M
SP Asset Management LLC 7.18% Reduce -0.2% 188,801 $85.6M
Steward Partners Investment Advisory, LLC 0.74% Add +0.4% 185,137 $83.9M
Citadel Advisors 0.08% Add +32.2% 183,346 $83.1M
Alpha Cubed Investments, LLC 3.77% Add +1.4% 182,032 $82.5M
Financial Counselors Inc. 1.20% Add +1.1% 181,527 $82.3M
Performance Wealth Partners, LLC 2.64% Add +1.0% 180,890 $82.0M
Avantax Advisory Services, Inc. 0.51% Add +10.3% 180,607 $81.9M
Intelligent Financial Strategies 45.23% Reduce -0.7% 180,184 $81.7M
Davis Asset Management, L.P. 3.33% Reduce -10.0% 180,000 $81.6M
Fairview Capital Investment Management, LLC 4.18% Reduce -4.5% 178,008 $80.7M
Salem Investment Counselors Inc. 2.64% Add +0.1% 177,359 $80.4M
Public Employees Retirement Association of Colorado 0.32% Reduce -2.8% 177,128 $80.3M
Archon Partners LLC 9.32% No change 176,800 $80.1M
Clifford Swan Investment Counsel LLC 2.86% Reduce -2.0% 175,267 $79.4M
Kestra Private Wealth Services, LLC 1.35% Add +0.1% 174,794 $79.2M
Smith Chas P & Associates Pa Cpas 4.55% Reduce -1.6% 174,629 $79.2M
Mizuho Securities USA LLC 1.44% Add +46.3% 173,722 $78.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.80% Add +6.1% 172,824 $78.3M
Pacer Advisors, Inc. 0.17% Add +14.3% 170,303 $77.2M
Zurich Insurance Group Ltd 0.63% Reduce -40.7% 170,286 $77.2M
Vanguard Personalized Indexing Management, LLC 1.16% Add +7.5% 170,053 $77.1M
Iron Gate Global Advisors LLC 10.85% Add +0.9% 169,655 $76.9M
Canoe Financial LP 1.25% Reduce -0.2% 168,947 $76.6M
Wealthfront Advisers LLC 0.22% Add +8.3% 168,732 $76.5M
Miller Investment Management, LP 8.34% Reduce -0.5% 168,124 $76.2M
Jacobi Capital Management LLC 5.67% Reduce -0.1% 167,410 $75.9M
Storebrand Asset Management As 0.23% Add +8.9% 166,673 $75.5M
Mraz, Amerine & Associates, Inc. 13.42% Reduce -1.4% 166,238 $75.4M
Waverly Advisors, LLC 1.17% Add +3.5% 166,199 $75.3M
S&co Inc. 5.10% No change 165,685 $75.1M
Ieq Capital, LLC 0.71% Add +7.4% 163,093 $73.9M
Carnegie Investment Counsel 2.12% Reduce -1.6% 162,929 $73.9M
BI Asset Management Fondsmaeglerselskab A/S 0.78% New 162,210 $73.5M
Westwood Holdings Group Inc. 0.57% Reduce -0.5% 162,133 $73.5M
Nissay Asset Management Corp. /Japan 0.44% Reduce -0.1% 159,465 $72.8M
Chicago Partners Investment Group LLC 2.42% Reduce -3.4% 160,952 $72.7M
Manitou Investment Management Ltd. 14.36% Add +0.1% 160,379 $72.7M
Private Management Group Inc. 2.62% Reduce -5.6% 159,945 $72.5M
Advisors Capital Management, LLC 1.14% Add +2.6% 159,039 $72.1M
Badgley Phelps Wealth Managers, LLC 1.68% Add +0.2% 158,953 $72.1M
Sound Shore Management Inc 2.38% Add +21.1% 158,812 $72.0M
Macquarie Group Ltd. 0.09% Reduce -19.1% 229,684 $71.9M
Peapack Gladstone Financial Corp. 1.04% Reduce -1.3% 158,626 $71.9M
AEGON ASSET MANAGEMENT UK Plc 0.95% Reduce -3.6% 158,142 $71.7M
Edgemoor Investment Advisors, Inc. 6.36% Reduce -2.5% 158,063 $71.6M
Ardent Capital Management, Inc. 32.50% Add +4.2% 157,599 $71.4M
Oregon Public Employees Retirement Fund 1.31% Add +0.2% 157,143 $71.2M
Los Angeles Capital Management LLC 0.29% Reduce -54.6% 156,273 $70.8M
Roundview Capital LLC 4.92% Add +0.1% 155,477 $70.5M
Mirae Asset Global Investments Co., Ltd. 0.28% Add +31.3% 153,110 $69.8M
Cooke & Bieler LP 0.67% Reduce -2.0% 153,978 $69.8M
Equitable Holdings, Inc. 0.66% Add +1.4% 153,974 $69.8M
Essential Planning, LLC. 0.45% Add +4190.4% 149,093 $68.8M
Segment Wealth Management, LLC 4.68% Add +1.0% 151,541 $68.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.15% Add +4.0% 150,806 $68.4M
UMB Bank, n.a. 1.08% Reduce -4.2% 150,576 $68.3M
Allworth Financial LP 0.37% Add +39.3% 146,491 $67.5M
Guyasuta Investment Advisors Inc. 4.22% Reduce -0.6% 148,129 $67.1M
Confluence Investment Management LLC 0.93% Reduce -4.4% 147,947 $67.1M
St. James Investment Company, LLC 11.57% Reduce -3.0% 147,813 $67.0M
Moneta Group Investment Advisors LLC 0.94% Add +1.9% 147,805 $67.0M
Federated Hermes, Inc. 0.15% Add +27.3% 147,136 $66.7M
Parthenon LLC 8.04% Reduce -1.7% 146,638 $66.5M
Hosking Partners LLP 2.60% Add +11.6% 146,573 $66.4M
Parsons Capital Management Inc. 3.60% Add +6.2% 146,074 $66.2M
Seizert Capital Partners, LLC 2.96% Add +6.2% 144,378 $65.4M
CENTRAL TRUST Co 1.58% Reduce -0.9% 142,689 $64.7M
Baxter Bros Inc. 8.45% Reduce -1.6% 142,524 $64.6M
Atria Wealth Solutions, Inc. 0.71% Reduce -8.2% 142,450 $64.6M
Skandinaviska Enskilda Banken AB (publ) 0.29% Add +8.2% 142,114 $64.4M
Founders Capital Management, LLC 11.39% Reduce -0.3% 141,977 $64.4M
Twinbeech Capital LP 1.10% Add +231.9% 141,585 $64.2M
Aquamarine Capital (Aquamarine Zurich) 22.16% No change 140,600 $63.7M
Capital Advisors Inc. 1.27% Add +8.0% 140,339 $63.6M
Greenleaf Trust 0.58% Reduce -0.6% 139,841 $63.4M
Northeast Investment Management 2.80% Reduce -0.6% 139,029 $63.0M
Segall Bryant & Hamill, LLC 0.86% Reduce -1.2% 138,510 $62.8M
Chilton Investment Co. Inc. 1.61% Add +4.4% 138,141 $62.6M
Lountzis Asset Management, LLC 26.42% Reduce -1.1% 137,640 $62.4M
DDD Partners, LLC 7.58% Reduce -12.5% 136,115 $61.7M
Cullen/Frost Bankers, Inc. 0.84% Reduce -17.6% 136,045 $61.7M
Teachers Retirement System of the State of Kentucky 0.54% Reduce -1.8% 135,940 $61.6M
Vontobel Holding Ltd. 0.21% Reduce -4.6% 135,686 $61.5M
Mogy Joel R Investment Counsel Inc. 3.65% Reduce -0.7% 135,655 $61.5M
HB Wealth Management, LLC 0.63% Add +4.4% 135,502 $61.4M
Cutter & CO Brokerage, Inc. 14.88% Reduce -0.4% 134,522 $61.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.06% Add +38.0% 132,465 $60.0M
First Foundation Advisors 2.26% Reduce -1.8% 132,214 $59.9M
River Road Asset Management, LLC 0.79% Reduce -19.4% 131,103 $59.4M
Clearstead Advisors, LLC 0.90% Reduce -0.8% 129,838 $58.9M
Tower Research Capital LLC (TRC) 1.16% Add +153.8% 128,470 $58.2M
Elgethun Capital Management 13.99% Reduce -0.9% 127,125 $57.6M
Avior Wealth Management, LLC 2.10% Add +2.7% 126,529 $57.4M
Wittenberg Investment Management, Inc. 22.64% Reduce -13.1% 126,400 $57.3M
Illinois Municipal Retirement Fund 0.81% Add +0.9% 126,373 $57.3M
GoodHaven Capital Management, LLC 18.70% Add +0.1% 126,194 $57.2M
Kentucky Retirement Systems 1.68% Reduce -1.4% 125,878 $57.1M
Welch & Forbes LLC 0.73% Reduce -3.6% 124,428 $56.4M
Trust Co. of Vermont 2.71% Add +1.5% 123,197 $55.8M
Fiduciary Trust Co 0.74% Add +0.1% 123,107 $55.8M
Stack Financial Management, Inc 5.10% Reduce -1.1% 122,996 $55.8M
Heritage Wealth Advisors 2.74% Reduce -6.0% 122,039 $55.3M
Thomasville National Bank 3.97% Add +0.8% 121,953 $55.3M
TrinityBridge Ltd 1.55% No change 121,546 $55.1M
South Dakota Investment Council 1.10% No change 121,537 $55.1M
Prime Capital Investment Advisors, LLC 0.80% Add +7.3% 121,248 $55.0M
Assetmark, Inc. 0.15% Add +41.5% 121,181 $54.9M
Polar Capital Holdings Plc 0.31% Add +10.3% 121,056 $54.9M
Allen Investment Management, LLC 0.63% Reduce -24.1% 120,994 $54.8M
Elo Mutual Pension Insurance Co 1.16% Reduce -3.9% 120,935 $54.8M
Lafayette Investments, Inc. 11.70% Reduce -1.7% 120,479 $54.6M
Busey Bank 1.79% Add +2.5% 120,404 $54.6M
AXA S.A. 0.17% Reduce -6.3% 120,305 $54.5M
Caxton Associates LP 1.73% New 120,000 $54.4M
Schwarz Dygos Wheeler Investment Advisors LLC 13.38% Add +1.7% 119,454 $54.1M
St Germain D J Co. Inc. 2.45% Reduce -0.3% 118,878 $53.9M
Florida Trust Wealth Management Co 1.71% Add +1.1% 118,263 $53.6M
Vident Advisory, LLC 0.93% Add +264.9% 117,176 $53.1M
Bank Julius Baer & Co. Ltd, Zurich 0.16% Add +17.4% 106,245 $53.1M
Beck Mack & Oliver LLC 0.98% Reduce -4.7% 116,786 $52.9M
Valeo Financial Advisors, LLC 1.48% Reduce -0.3% 294,749 $52.8M
Silvercrest Asset Management Group LLC 0.35% Add +30.0% 116,496 $52.8M
Aptus Capital Advisors, LLC 0.62% Add +33.6% 115,687 $52.4M
Natixis 0.36% Add +7.2% 115,462 $52.3M
Cook & Bynum Capital Management, LLC 46.06% No change 114,960 $52.1M
Avenir Corp. 5.33% Reduce -3.4% 114,767 $52.0M
Am Investment Strategies LLC 12.57% Add +845.1% 1,139,515 $51.6M
Hartford Investment Management Co. 1.68% Reduce -1.8% 113,258 $51.3M
Martingale Asset Management L P 1.24% Reduce -4.9% 112,835 $51.1M
Asset Management Advisors, LLC 37.24% Add +0.0% 112,790 $51.1M
Teewinot Capital Advisers, L.L.C. 5.21% Add +25.6% 112,724 $51.1M
Vaughan Nelson Investment Management, L.P. 0.47% Reduce -69.7% 112,693 $51.1M
Brandywine Global Investment Management, LLC 0.37% Reduce -0.4% 112,644 $51.1M
Chemistry Wealth Management LLC 11.97% Reduce -0.1% 112,587 $51.0M
Academy Capital Management 8.32% Reduce -0.6% 112,336 $50.9M
SouthState Bank Corp 3.31% Reduce -0.2% 111,578 $50.6M
GenTrust, LLC 2.20% Add +0.1% 111,453 $50.5M
Jefferies Financial Group Inc. 0.58% Add +11112.0% 111,223 $50.4M
Moody LYNN Lieberson & Walker, LLC 3.06% Reduce -0.1% 110,299 $50.0M
Woodline Partners LP 0.34% Add +23521.5% 110,076 $49.9M
Main Street Research LLC 3.09% Add +1.3% 109,434 $49.6M
Culbertson A N & Co. Inc. 7.89% Add +0.5% 109,408 $49.6M
Citadel Investment Advisory, Inc. 25.74% Add +0.3% 109,355 $49.6M
Nearwater Capital Markets, Ltd 1.41% — 109,302 $49.5M
Norman Fields, Gottscho Capital Management, LLC 16.24% Reduce -1.3% 108,888 $49.4M
Employees Retirement System of Texas 0.49% No change 108,390 $49.1M
Pinnacle Associates Ltd. 0.67% Reduce -2.1% 108,274 $49.1M
Philadelphia Trust Co. 3.59% Reduce -1.2% 107,984 $48.9M
Whittier Trust Co. of Nevada Inc. 1.20% Add +2.6% 107,636 $48.8M
Harvey Investment Co. LLC 5.63% Reduce -1.4% 107,612 $48.8M
Choreo, LLC 0.70% Add +1.9% 107,288 $48.6M
New Capital Management LP 14.19% Reduce -11.6% 107,054 $48.5M
Portland Investment Counsel Inc. 12.43% No change 106,908 $48.5M
SRB Corp. 2.78% No change 106,799 $48.4M
Nomura Holdings Inc. 0.26% Add +348.9% 106,551 $48.3M
JFS Wealth Advisors, LLC 3.30% Reduce -0.9% 106,534 $48.3M
Cohen Klingenstein LLC 1.64% Reduce -35.6% 105,934 $48.0M
Burgundy Asset Management Ltd. 0.48% Reduce -19.6% 105,851 $48.0M
&partners 0.58% Add +130.0% 105,747 $48.0M
Mediolanum International Funds Ltd 0.62% Add +117.6% 105,207 $47.5M
Saybrook Capital 12.57% Add +0.6% 103,817 $47.1M
Defender Capital, LLC. 17.30% Add +4.5% 103,797 $47.0M
Ironvine Capital Partners, LLC 5.04% Reduce -0.0% 103,727 $47.0M
Gulf International Bank (UK) Ltd 1.18% Reduce -1.1% 103,319 $46.8M
Agf Management Ltd. 0.23% Reduce -21.2% 102,679 $46.5M
Grandfield & Dodd, LLC 2.87% Add +0.3% 102,609 $46.5M
Sfmg, LLC 3.61% Reduce -1.1% 101,114 $45.8M
Farmers & Merchants Investments Inc. 1.43% Reduce -1.1% 100,919 $45.7M
Ancora Advisors LLC 1.02% Reduce -0.4% 100,691 $45.6M
Foundation Resource Management Inc. 7.61% Add +0.5% 100,459 $45.5M
Tweedy, Browne Co LLC 3.07% Reduce -28.7% 100,415 $45.5M
Stock Yards Bank & Trust Co. 1.56% Reduce -4.5% 100,071 $45.4M
Consulta Ltd 2.97% No change 100,000 $45.3M
Modera Wealth Management, LLC 0.55% Reduce -2.8% 99,815 $45.2M
Steadfast Capital Management LP 0.96% New 99,739 $45.2M
Orion Porfolio Solutions, LLC 0.45% Add +5.2% 99,589 $45.1M
Orion Portfolio Solutions, LLC 0.45% Add +5.2% 99,589 $45.1M
Avalon Trust Co 3.20% Add +1.1% 99,332 $45.0M
Motley Fool Asset Management LLC 2.34% Add +14.2% 99,229 $45.0M
Western Wealth Management, LLC 2.41% Add +2.3% 99,211 $45.0M
Cullen Investment Group, LTD. 6.63% Reduce -0.6% 99,114 $44.9M
Parallax Volatility Advisers, L.P. 1.14% Reduce -33.4% 99,010 $44.9M
Maryland State Retirement & Pension System 0.97% Reduce -6.1% 98,867 $44.8M
Exencial Wealth Advisors, LLC 1.65% Reduce -1.5% 98,735 $44.8M
DJE Kapital AG 1.05% — 99,039 $44.7M
Louisiana State Employees Retirement System 0.84% Reduce -4.4% 98,600 $44.7M
Securian Asset Management, Inc. 1.30% Reduce -2.8% 98,513 $44.7M
Smith Salley Wealth Management 2.85% Add +0.9% 97,964 $44.4M
CapWealth Advisors, LLC 4.85% Reduce -2.9% 97,117 $44.0M
Allen Capital Group, LLC 5.38% Add +1.9% 96,994 $44.0M
Envestnet Portfolio Solutions, Inc. 0.14% Reduce -9.6% 96,953 $43.9M
Rwa Wealth Partners, LLC 0.54% Add +1.2% 96,602 $43.8M
Templeton & Phillips Capital Management, LLC 34.56% Reduce -0.1% 96,132 $43.6M
NEOS Investment Management LLC 1.03% Add +25.1% 96,062 $43.5M
Norris Perne & French LLP 3.15% Reduce -28.2% 95,985 $43.5M
Regions Financial Corp. 0.32% Add +3.7% 95,789 $43.4M
Matthew Goff Investment Advisor, LLC 8.06% Reduce -0.2% 95,643 $43.4M
Grand Jean Capital Management Inc. 10.03% Reduce -0.4% 95,283 $43.2M
Lincoln Capital LLC 9.03% Reduce -0.4% 94,785 $43.0M
First Nebraska Trust Co 4.11% Add +0.8% 93,982 $42.6M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.65% Add +2.7% 93,597 $42.4M
Sandy Spring Bank 1.71% Add +2.0% 93,418 $42.3M
Independent Advisor Alliance 0.56% Add +16.3% 93,133 $42.2M
Bokf, NA 0.71% Add +0.6% 94,880 $42.0M
LGT Group Foundation 0.65% Add +9.8% 92,515 $41.9M
MassMutual Private Wealth & Trust, FSB 1.17% Add +20.7% 91,794 $41.6M
Associated Banc-Corp 1.25% Reduce -3.5% 91,263 $41.4M
Waldron Private Wealth LLC 1.66% Add +99.7% 91,236 $41.4M
Wilmington Savings Fund Society, FSB 0.74% Add +1.8% 90,961 $41.2M
Mar Vista Investment Partners LLC 2.82% Reduce -6.4% 90,797 $41.2M
Lazard Asset Management LLC 0.07% Reduce -12.8% 90,657 $41.1M
Fulton Breakefield Broenniman LLC 2.92% Add +0.6% 90,088 $40.8M
Solitude Financial Services 17.85% Reduce -0.5% 89,959 $40.8M
White Knight Strategic Wealth Advisors, LLC 16.91% Add +100.1% 89,190 $40.4M
Front Street Capital Management, Inc. 7.02% Reduce -2.6% 89,158 $40.4M
Greenbrier Partners Capital Management, LLC 2.92% No change 88,812 $40.3M
American Financial Advisors, LLC 5.66% Reduce -1.2% 88,543 $40.1M
Summitry LLC 1.96% Reduce -40.6% 87,873 $39.8M
UniSuper Management Pty Ltd 0.29% Add +43.4% 87,864 $39.8M
Cobblestone Capital Advisors LLC 2.16% Add +0.1% 87,402 $39.6M
New Mexico Educational Retirement Board 1.33% Reduce -1.4% 87,357 $39.6M
Ervin Investment Management, LLC 25.54% Reduce -3.2% 87,321 $39.6M
True North Advisors, LLC 9.30% Add +1.9% 86,992 $39.4M
Lee Financial Co 5.55% Reduce -1.3% 86,984 $39.4M
GAMCO Investors 0.41% Reduce -1.7% 86,968 $39.4M
Johnson Investment Counsel Inc. 0.38% Add +0.8% 86,872 $39.4M
Townsquare Capital LLC 0.44% Add +13.7% 85,846 $38.9M
One Charles Private Wealth Services, LLC 13.06% Add +19.6% 85,667 $38.8M
Baskin Financial Services Inc. 3.07% Add +0.7% 85,289 $38.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% Reduce -51.8% 85,092 $38.6M
Private Wealth Partners, LLC 2.94% Reduce -0.9% 84,528 $38.3M
B. Metzler seel. Sohn & Co. AG 0.39% Reduce -0.6% 84,523 $38.3M
Daiichi Life Insurance Co., Ltd. 1.06% Reduce -3.2% 84,353 $38.2M
Union Bancaire Privee, UBP SA 0.68% — 87,504 $38.0M
BNP Paribas 0.53% Add +11.4% 83,555 $37.9M
Spinnaker Trust 2.38% Add +0.0% 83,215 $37.7M
Generate Investment Management Ltd 2.64% No change 83,194 $37.7M
Adams Diversified Equity Fund, Inc. 1.42% Add +0.5% 83,043 $37.6M
Washington Trust Advisors, Inc. 3.14% Add +6838.2% 82,911 $37.6M
Freestone Capital Holdings, LLC 1.30% Add +3.3% 82,703 $37.5M
Merit Financial Group, LLC 0.67% Add +7.3% 82,529 $37.4M
Cornerstone Advisors, LLC 1.49% Add +2.2% 82,500 $37.4M
Wharton Business Group, LLC 1.69% Reduce -0.9% 82,415 $37.4M
Stratos Wealth Partners, LTD. 0.53% Add +6.1% 82,316 $37.3M
Texas Yale Capital Corp. 1.49% Reduce -0.6% 81,564 $37.0M
Capitolis Liquid Global Markets LLC 0.36% No change 81,300 $36.9M
Eubel Brady & Suttman Asset Management Inc. 5.26% Add +0.1% 81,125 $36.8M
Graves Light Lenhart Wealth, Inc. 4.57% Reduce -0.1% 81,108 $36.8M
Integrated Wealth Concepts LLC 0.42% Add +24.6% 80,302 $36.4M
NWF Advisory Services Inc. 5.33% Add +11.0% 80,161 $36.3M
Boston Trust Walden Corp 0.25% Reduce -0.5% 79,707 $36.1M
Reik & Co., LLC 8.66% Reduce -0.8% 79,524 $36.0M
Red Door Wealth Management, LLC 5.53% Add +2.9% 79,500 $36.0M
Cadinha & Co. LLC 5.95% Add +0.5% 79,093 $35.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.38% New 78,559 $35.8M
Gotham Asset Management 0.34% Add +0.5% 78,803 $35.7M
Strata Wealth Advisors, LLC 11.18% Reduce -1.8% 78,615 $35.6M
Magellan Asset Management Ltd 0.39% Add +8.6% 78,133 $35.4M
First Citizens Bank & Trust Co. 0.65% Reduce -12.0% 78,074 $35.4M
Metis Global Partners, LLC 1.07% Add +3.8% 78,069 $35.4M
Whitegate Investment Counselors, Inc. 12.06% Reduce -2.1% 77,599 $35.2M
Parallel Advisors, LLC 0.79% Add +0.5% 77,454 $35.1M
Norinchukin Bank, The 0.74% Add +6.4% 77,365 $35.1M
Swiss Life Asset Management Ltd 0.26% Add +30.5% 77,470 $35.1M
Glenview Trust Co 0.66% Add +9.9% 77,324 $35.0M
Apollon Wealth Management, LLC 0.81% Add +23.4% 77,291 $35.0M
Bank Pictet & Cie (Europe) AG 0.77% Reduce -1.9% 76,965 $34.9M
Painted Porch Advisors LLC 17.12% Add +4.8% 76,584 $34.7M
Destination Wealth Management 1.08% Reduce -0.6% 76,468 $34.7M
Braun Stacey Associates Inc. 1.29% Reduce -1.1% 76,325 $34.6M
Mill Capital Management, LLC 2.73% Reduce -7.8% 76,215 $34.5M
Sprucegrove Investment Management Ltd. 2.46% No change 75,830 $34.4M
Arthur M. Cohen & Associates, LLC 6.08% Reduce -0.7% 75,730 $34.3M
Rockland Trust Co. 1.74% Add +0.9% 75,641 $34.3M
Constant Guidance Financial LLC 29.50% Reduce -6.3% 75,559 $34.2M
YHB Investment Advisors, Inc. 2.81% Add +0.4% 75,408 $34.2M
OMERS ADMINISTRATION Corp 0.30% Reduce -2.6% 75,378 $34.2M
WealthPLAN Partners, LLC 4.84% Reduce -4.5% 75,223 $34.1M
White Pine Investment CO 9.18% Reduce -1.5% 74,987 $34.0M
Evernest Financial Advisors, LLC 8.82% Add +0.0% 74,986 $34.0M
PYA Waltman Capital, LLC 10.92% Reduce -0.3% 74,775 $33.9M
Kanawha Capital Management LLC 2.66% Add +0.3% 74,627 $33.8M
D'Orazio & Associates, Inc. 4.98% Reduce -0.8% 74,554 $33.8M
Locust Wood Capital Advisers, LLC 1.25% Reduce -19.1% 74,484 $33.8M
Lawson Kroeker Investment Management Inc. 6.36% Reduce -0.4% 74,411 $33.7M
Hutchinson Capital Management 6.36% Reduce -0.2% 74,362 $33.7M
Edmond DE Rothschild Holding S.A. 0.57% Add +2.5% 73,597 $33.4M
Composition Wealth, LLC 0.68% Add +210.4% 73,542 $33.3M
CenterBook Partners LP 1.98% Add +23.1% 73,087 $33.1M
Brandes Investment Partners, LP 0.37% Add +3.3% 72,746 $33.0M
Meridian Wealth Management, LLC 1.56% Add +0.6% 72,521 $32.9M
CWA Asset Management Group, LLC 1.66% Reduce -0.0% 72,505 $32.9M
Dakota Wealth Management 0.76% Reduce -2.7% 72,448 $32.8M
Atria Investments, Inc 0.41% Reduce -2.1% 72,441 $32.8M
Alaska Permanent Fund Corp 0.48% No change 72,068 $32.7M
BTG Pactual Asset Management US LLC 4.20% Add +17.4% 71,583 $32.4M
Crossmark Global Holdings, Inc. 0.60% Reduce -4.9% 71,283 $32.3M
DHK Financial Advisors, Inc. 19.59% Add +0.0% 71,236 $32.3M
SBI Securities Co., Ltd. 0.99% — 9 $32.1M
Capital Fund Management S.A. 0.32% Add +13.2% 70,750 $32.1M
United Community Bank 12.44% Reduce -2.0% 70,506 $32.0M
LGT Fund Management Co Ltd. 2.80% Add +3.9% 70,447 $31.9M
Lockheed Martin Investment Management Co. 1.27% Add +10.5% 70,400 $31.9M
W1M Investment Management Ltd 0.51% Reduce -8.8% 70,180 $31.8M
Meitav Investment House Ltd. 0.53% Add +49.5% 69,895 $31.7M
Signaturefd, LLC 0.60% Reduce -1.4% 69,384 $31.5M
Nations Financial Group Inc, /Ia/ 2.30% Reduce -18.5% 69,204 $31.4M
Stephens Inc. 0.44% Reduce -3.7% 69,171 $31.4M
Rbo & Co. LLC 5.11% Reduce -0.2% 69,081 $31.3M
Nichols & Pratt Advisers LLP 2.06% Reduce -2.2% 68,226 $30.9M
Pinnacle Financial Partners Inc 0.62% Reduce -8.0% 67,401 $30.7M
Bryn Mawr Trust Advisors, LLC 1.65% Reduce -1.2% 67,720 $30.7M
J. L. Bainbridge & Co., Inc. 2.88% Reduce -3.3% 67,445 $30.6M
Schaper Benz & Wise Investment Counsel Inc. 2.45% Add +1.3% 67,305 $30.5M
Arkfeld Wealth Strategies, L.L.C. 14.00% Add +1.2% 68,689 $30.5M
Live Oak Private Wealth LLC 5.12% Reduce -6.3% 67,247 $30.5M
Baker Ellis Asset Management LLC 4.48% Add +0.2% 67,195 $30.5M
Albion Financial Group 2.07% Reduce -1.1% 66,853 $30.3M
Lazard Freres Gestion S.A.S. 0.60% Add +12.4% 66,617 $30.2M
LMCG Investments, LLC 1.85% Add +0.5% 66,582 $30.2M
First National Trust Co 1.13% Add +4.1% 66,457 $30.1M
Gradient Investments LLC 0.61% Add +5.0% 66,404 $30.1M
Security National Bank 4.26% Reduce -0.5% 65,787 $29.8M
Pecaut & Co. 10.28% Reduce -0.8% 65,617 $29.7M
Aspiriant, LLC 1.07% Add +0.9% 65,476 $29.7M
Country Club Bank 1.98% Reduce -1.3% 65,562 $29.6M
Choate Investment Advisors 0.71% Add +3.6% 69,681 $29.6M
Investment Management Corp of Ontario 0.98% Add +39.4% 65,213 $29.6M
American National Bank & Trust 3.30% Add +2.4% 65,113 $29.5M
Ferguson Wellman Capital Management, Inc. 0.56% Add +4.3% 65,110 $29.5M
ProVise Management Group, LLC 2.53% Reduce -1.3% 65,058 $29.5M
Zuckerman Investment Group, LLC 2.83% Add +1.1% 63,435 $29.5M
Gabelli Funds LLC 0.22% Reduce -1.0% 64,950 $29.4M
Prospector Partners LLC 3.36% Reduce -17.2% 64,810 $29.4M
Becker Capital Management Inc. 0.96% Add +0.3% 64,786 $29.4M
Rothschild Investment LLC 1.92% Add +0.0% 64,781 $29.4M
Fisher Funds Management LTD 0.71% — 64,785 $29.3M
New Age Alpha Advisors, LLC 1.19% Add +4700.8% 64,619 $29.3M
Sapient Capital LLC 0.56% Add +8.8% 64,569 $29.3M
Menlo Advisors LLC 14.89% Reduce -0.5% 64,384 $29.2M
Steginsky Capital LLC 6.22% Add +1.2% 64,066 $29.0M
CW Advisors, LLC 0.40% Reduce -25.4% 63,846 $28.9M
Wealthspire Advisors, LLC 0.29% Add +5.3% 63,530 $28.8M
Thompson Siegel & Walmsley LLC 0.45% Add +0.0% 63,465 $28.8M
DE Burlo Group Inc. 3.81% Reduce -29.8% 63,010 $28.6M
Professional Advisory Services Inc. 3.60% Reduce -2.4% 62,805 $28.5M
Shufro Rose & Co. LLC 2.22% Reduce -1.7% 62,638 $28.4M
Ameritas Advisory Services, LLC 0.98% Add +83.5% 62,486 $28.3M
FJ Investments, LLC 2.69% No change 62,288 $28.2M
Savant Capital, LLC 0.22% Add +4.5% 62,133 $28.2M
Harbor Investment Advisory, LLC 2.60% Add +3.7% 231,559 $27.8M
Poehling Capital Management, INC. 6.84% Reduce -0.0% 61,323 $27.8M
Boston Family Office LLC 1.90% Reduce -0.1% 61,112 $27.7M
Citizens Financial Group Inc. 0.54% Add +5.2% 61,042 $27.7M
Focus Financial Network, Inc. 1.10% Add +5.1% 60,916 $27.6M
GMO 0.09% Reduce -6.2% 60,815 $27.6M
Callahan Advisors, LLC 2.59% Add +1.6% 60,711 $27.5M
Advisory Services Network, LLC 0.51% Add +4.2% 60,487 $27.4M
Park Avenue Securities LLC 0.28% Add +11.8% 60,092 $27.2M
Strategic Wealth Investment Group, LLC 1.50% Add +21886.5% 291,761 $27.2M
Shell Asset Management Co. 1.19% Add +9.6% 59,926 $27.2M
Caprock Group, LLC 0.89% Add +1.1% 59,906 $27.2M
Hendley & Co. Inc. 9.51% Add +0.4% 59,822 $27.1M
Concurrent Investment Advisors, LLC 0.73% Add +10.9% 59,783 $27.1M
Carret Asset Management, LLC 2.96% Reduce -0.1% 59,655 $27.0M
Ycg, LLC 2.15% No change 59,560 $27.0M
Sittner & Nelson, LLC 11.70% Add +0.8% 59,559 $27.0M
Sigma Planning Corp 0.83% Reduce -5.9% 58,605 $26.6M
Cabot Wealth Management Inc. 3.36% Reduce -1.1% 58,385 $26.5M
Perigon Wealth Management, LLC 0.65% Reduce -0.3% 57,068 $26.4M
Violich Capital Management, Inc. 3.44% Add +15.3% 58,267 $26.4M
Westchester Capital Management, Inc. 6.64% Reduce -1.3% 58,204 $26.4M
Northwestern Mutual Investment Management Company, LLC 0.58% Add +0.3% 58,199 $26.4M
OneDigital Investment Advisors LLC 0.31% Add +1.6% 58,170 $26.4M
Beese Fulmer Investment Management, Inc. 2.25% Add +0.4% 58,167 $26.4M
Diversified Trust Co. 0.64% Add +4.0% 58,077 $26.3M
Tidal Investments LLC 0.22% Reduce -4.2% 57,955 $26.3M
Jump Financial, LLC 0.57% Add +739.0% 57,840 $26.2M
Beaumont Financial Advisors, LLC 1.97% Add +1.1% 57,829 $26.2M
Accredited Investors Inc. 1.54% Add +35.7% 57,795 $26.2M
Cary Street Partners Financial LLC 0.85% — 57,778 $26.2M
Twin Tree Management, LP 0.63% Reduce -0.5% 57,701 $26.2M
Foster Dykema Cabot & Partners, LLC 2.04% Reduce -1.5% 57,698 $26.2M
Roberts Glore & Co. Inc. 7.75% Reduce -0.8% 57,622 $26.1M
WoodTrust Financial Corp 3.66% Add +0.6% 57,425 $26.0M
Georgetown University 7.64% No change 57,192 $25.9M
Clear Harbor Asset Management, LLC 2.09% Reduce -0.7% 57,090 $25.9M
Insigneo Advisory Services, LLC 2.67% Add +3.1% 56,958 $25.8M
Black Point Wealth Management 29.68% Reduce -0.4% 56,606 $25.7M
Coldstream Capital Management Inc. 0.55% Add +6.2% 56,419 $25.6M
Purkiss Capital Advisors LLC 22.08% — 56,418 $25.6M
Nicolet Advisory Services, LLC 2.35% Reduce -0.2% 57,717 $25.5M
Sowell Financial Services LLC 1.34% Reduce -17.4% 56,171 $25.5M
Unconventional Investor, LLC 15.33% Add +0.1% 55,981 $25.4M
Greenwood Gearhart LLC 1.75% Add +9.8% 55,909 $25.3M
Chicago Capital, LLC 0.67% Add +1.9% 55,552 $25.2M
Nwam LLC 1.56% Reduce -12.3% 55,525 $25.2M
Robertson Stephens Wealth Management, LLC 0.90% Add +11.9% 55,464 $25.1M
Burney Co./ 0.89% Add +10.6% 55,438 $25.1M
Elkhorn Partners Limited Partnership 16.43% No change 55,200 $25.0M
Fiduciary Group, LLC 2.50% Reduce -0.8% 54,963 $24.9M
Baltimore-Washington Financial Advisors, Inc. 1.29% Add +5.0% 54,827 $24.9M
Sprott Inc. 1.65% Reduce -29.7% 54,653 $24.8M
WealthPlan Investment Management, LLC 2.44% Add +2.6% 54,492 $24.7M
Bleakley Financial Group, LLC 0.74% Add +3.1% 54,467 $24.7M
Avity Investment Management Inc. 1.93% Reduce -0.2% 54,321 $24.6M
Knights of Columbus Asset Advisors LLC 1.62% Add +1.4% 54,272 $24.6M
Novare Capital Management LLC 2.07% Reduce -0.9% 54,221 $24.6M
B. Riley Wealth Advisors, Inc. 0.80% Reduce -10.6% 53,751 $24.4M
Fiduciary Alliance LLC 2.46% Add +9.0% 53,651 $24.3M
RMR Capital Management, LLC 18.09% Reduce -0.9% 53,590 $24.3M
GHP Investment Advisors, Inc. 1.13% Add +0.8% 53,486 $24.2M
Valmark Advisers, Inc. 0.38% Add +1.7% 53,476 $24.2M
Alta Capital Management LLC/ 1.44% New 53,466 $24.2M
Truvestments Capital LLC 6.23% Add +1.2% 53,436 $24.2M
J.W. Cole Advisors, Inc. 0.98% Reduce -1.4% 53,292 $24.2M
Progeny 3, Inc. 1.92% No change 53,239 $24.1M
Shelton Capital Management 0.60% Add +10.2% 53,149 $24.1M
Connor, Clark & Lunn Investment Management Ltd. 0.11% Reduce -24.6% 53,112 $24.1M
Hunter Perkins Capital Management, LLC 5.07% Reduce -3.1% 53,059 $24.1M
Sierra Capital LLC 2.85% Reduce -10.2% 52,979 $24.0M
Anchor Capital Advisors LLC 0.68% Reduce -3.1% 52,895 $24.0M
Capital Investment Advisors, LLC 0.48% Add +5.4% 52,366 $23.7M
HighPoint Advisor Group LLC 1.29% Add +7.2% 50,107 $23.7M
Satovsky Asset Management LLC 5.41% Reduce -1.2% 52,512 $23.6M
Kathleen S. Wright Associates Inc. 9.83% Reduce -2.7% 51,996 $23.6M
Polar Asset Management Partners Inc. 0.46% New 52,000 $23.6M
Pioneer Trust Bank N A 5.92% Reduce -2.0% 51,935 $23.5M
Bradyco, Inc. 14.51% — 56,849 $23.5M
Community Trust & Investment Co. 1.45% Add +1.4% 51,744 $23.5M
Henshaw Capital LLC 0.97% No change 51,650 $23.4M
Wedbush Securities Inc. 0.83% Reduce -0.8% 51,510 $23.3M
BLB&B Advisors, LLC 1.18% Add +7.3% 51,029 $23.1M
PGGM Investments 0.31% Reduce -47.9% 50,837 $23.0M
Eagle Capital Management LLC 0.08% No change 50,820 $23.0M
Allianz SE 0.60% Add +2.3% 50,919 $23.0M
Ramsay, Stattman, Vela & Price, Inc. 4.27% Reduce -0.3% 50,699 $23.0M
IMC-Chicago, LLC 0.63% New 50,643 $23.0M
WP Advisors, LLC 7.64% Add +0.2% 50,560 $22.9M
Stephenson & Company, Inc. 15.40% Add +1.8% 50,477 $22.9M
Absher Wealth Management, LLC 2.99% Reduce -0.3% 50,434 $22.9M
Jacobs Levy Equity Management, Inc. 0.08% Reduce -16.0% 50,202 $22.8M
Nitorum Capital, L.P. 2.62% Reduce -30.4% 50,201 $22.8M
Pallas Capital Advisors LLC 0.97% Reduce -1.9% 50,146 $22.7M
Argent Trust Co 0.93% Add +12.3% 50,140 $22.7M
Sculati Wealth Management, LLC 9.00% Reduce -0.2% 50,063 $22.7M
Empirical Finance, LLC 1.31% Reduce -1.4% 50,013 $22.7M
Thoroughbred Financial Services, LLC 1.38% Add +7.8% 49,818 $22.6M
Belpointe Asset Management LLC 1.36% Reduce -0.4% 47,356 $22.5M
Generali Asset Management SPA SGR 0.57% — 49,606 $22.5M
Snowden Capital Advisors LLC 0.70% Add +3.8% 49,411 $22.4M
Franklin Street Advisors Inc. 1.48% Reduce -2.2% 49,198 $22.3M
Mirador Capital Partners LP 4.04% Add +0.8% 49,159 $22.3M
IFP Advisors, Inc 0.73% Add +7.2% 49,156 $22.3M
Voleon Capital Management LP 1.65% — 49,150 $22.3M
Synovus Financial Corp. 0.28% Reduce -4.5% 49,053 $22.2M
Geneos Wealth Management Inc. 0.78% Reduce -0.9% 48,930 $22.2M
Ridgewood Investments LLC 10.71% Reduce -1.0% 48,909 $22.2M
CI Investments Inc. 0.08% Reduce -9.0% 48,834 $22.1M
Fairholme Capital Management 1.87% Reduce -2.7% 48,717 $22.1M
ABN AMRO Bank N.V. 0.30% Reduce -9.8% 49,128 $22.0M
Greenline Partners, LLC 3.06% Reduce -9.0% 48,254 $21.9M
Torray Investment Partners LLC 3.12% Reduce -17.3% 47,991 $21.8M
Borer Denton & Associates, Inc. 7.57% Add +1.6% 47,988 $21.8M
QVT Financial LP 2.04% No change 47,946 $21.7M
Bahl & Gaynor LLC 0.11% Reduce -4.1% 47,819 $21.7M
Unison Asset Management LLC 10.61% Add +3.3% 47,740 $21.6M
Great Valley Advisor Group, Inc. 0.48% Add +3.5% 47,646 $21.6M
Suncoast Equity Management 2.41% Reduce -1.5% 47,567 $21.6M
Neville Rodie & Shaw Inc. 1.57% Add +0.1% 47,472 $21.5M
Beacon Financial Group 2.31% Reduce -1.3% 47,432 $21.5M
Daymark Wealth Partners, LLC 0.91% Reduce -3.1% 47,381 $21.5M
Man Group plc 0.07% Reduce -14.2% 47,363 $21.5M
Motley Fool Wealth Management, LLC 1.11% Reduce -2.2% 47,479 $21.5M
FineMark National Bank & Trust 0.75% Add +1.5% 47,219 $21.4M
Focus Partners Advisor Solutions, LLC 0.36% Add +3.7% 47,181 $21.4M
Cim, LLC 3.04% Add +0.1% 47,159 $21.4M
Capstone Investment Advisors, LLC 0.27% Add +183.9% 47,058 $21.3M
Account Management LLC 24.95% Reduce -2.3% 47,020 $21.3M
Cornerstone Advisory, LLC 2.41% Add +2.8% 44,306 $21.2M
Wills Financial Group, Inc. 9.17% Reduce -0.9% 46,842 $21.2M
World Investment Advisors 0.58% Add +27.0% 46,628 $21.1M
Kingsview Wealth Management, LLC 0.41% Reduce -20.6% 46,498 $21.1M
CreativeOne Wealth, LLC 0.65% Add +54.2% 46,450 $21.1M
Pekin Hardy Strauss, Inc. 2.67% Reduce -1.7% 46,297 $21.0M
Park National Corp. 0.77% Add +6.0% 46,107 $20.9M
Two Sigma Advisers, LP 0.05% Add +549.3% 46,100 $20.9M
Harbour Trust & Investment Management Co 2.37% Reduce -0.3% 45,889 $20.8M
Prudential PLC 0.10% Reduce -1.3% 45,367 $20.6M
Hamilton Capital Partners Inc. 1.53% Add +16.7% 45,356 $20.6M
Longbow Finance SA 2.25% Add +5.0% 45,322 $20.5M
one8zero8, LLC 4.41% — 45,092 $20.4M
W.G. Shaheen & Associates DBA Whitney & Co 2.14% Reduce -0.2% 44,911 $20.4M
Beacon Financial Planning, Inc. 11.83% Reduce -0.9% 44,852 $20.3M
RB Capital Management, LLC 4.95% Add +1.1% 44,738 $20.3M
First National Bank of Omaha 1.32% Reduce -4.6% 44,666 $20.2M
WCG Wealth Advisors LLC 1.33% Add +3.5% 44,537 $20.2M
Weik Capital Management 8.20% Add +2.6% 44,494 $20.2M
Empowered Funds, LLC 0.29% Add +20.3% 44,401 $20.1M
Brookstone Capital Management 0.29% Add +1.1% 44,383 $20.1M
Prana Capital Management, LP 0.96% New 44,369 $20.1M
Van Den Berg Management I, Inc. 5.77% Reduce -4.1% 44,149 $20.0M
SVB Wealth LLC 0.37% New 44,127 $20.0M
Bard Financial Services, Inc. 2.40% Reduce -1.5% 44,065 $20.0M
Rehmann Capital Advisory Group 1.26% Add +35.8% 44,038 $20.0M
Vantage Wealth 4.29% Reduce -1.0% 43,917 $19.9M
Townsend & Associates, Inc 2.04% Add +1.2% 42,447 $19.9M
Banyan Capital Management, Inc. 11.88% Reduce -2.3% 43,687 $19.8M
Modern Wealth Management, LLC 0.74% Add +11.6% 43,603 $19.8M
Horizon Kinetics Asset Management LLC 0.25% Reduce -3.1% 43,600 $19.8M
Intech Investment Management LLC 0.19% Reduce -35.7% 43,443 $19.7M
Farther Finance Advisors, LLC 0.71% Add +13.8% 43,429 $19.7M
Well Done, LLC 3.59% No change 42,641 $19.6M
Jupiter Asset Management Ltd. 0.19% Reduce -36.5% 43,213 $19.6M
Aldebaran Capital, LLC 18.63% Reduce -2.0% 43,162 $19.6M
Tennessee Valley Asset Management Partners 3.27% Add +9.9% 43,078 $19.5M
Curi Capital, LLC 0.45% Add +141.7% 42,981 $19.5M
Trajan Wealth LLC 1.07% Add +10.7% 42,742 $19.4M
Coleford Investment Management Ltd. 5.09% — 42,576 $19.3M
TLW Wealth Management, LLC 11.47% Reduce -0.6% 42,489 $19.3M
Principal Securities, Inc. 0.43% Add +7.4% 42,440 $19.2M
Haverford Trust Co 0.19% Reduce -0.2% 42,408 $19.2M
U.S. Capital Wealth Advisors, LLC 0.60% Add +1.0% 42,407 $19.2M
Walleye Capital LLC 0.20% Add +62.8% 42,333 $19.2M
United Services Automobile Association 0.63% Add +1.2% 42,293 $19.2M
Financial Security Advisor, Inc. 4.86% Add +0.4% 42,226 $19.1M
Summit Financial, LLC 0.67% Add +24.7% 42,185 $19.1M
Burns J W & Co. Inc. 2.44% Reduce -0.5% 42,183 $19.1M
Hudson Value Partners, LLC 7.08% Add +5.1% 41,968 $19.0M
Hollow Brook Wealth Management LLC 5.84% Reduce -0.9% 41,959 $19.0M
NorthRock Partners, LLC 0.62% Reduce -4.7% 41,649 $18.9M
Moran Wealth Management, LLC 0.60% Add +1.3% 41,420 $18.8M
Amica Mutual Insurance Co. 1.91% No change 41,216 $18.7M
Edge Wealth Management LLC 3.78% Reduce -1.5% 41,158 $18.7M
Fiducient Advisors LLC 2.29% Reduce -0.2% 40,952 $18.6M
Ritholtz Wealth Management 0.55% Add +4.3% 40,941 $18.6M
Ballentine Partners, LLC 0.32% Add +0.8% 40,707 $18.5M
Bridgeway Capital Management, LLC 0.41% Reduce -14.2% 40,663 $18.4M
Riverview Capital Advisers, LLC 5.55% Reduce -2.4% 40,591 $18.4M
Prospera Financial Services Inc 0.43% Add +9.5% 40,480 $18.4M
NewEdge Wealth, LLC 0.32% Add +13.3% 40,370 $18.3M
Kiley Juergens Wealth Management, LLC 4.58% Reduce -0.5% 40,345 $18.3M
Massachusetts Financial Services Co. 0.01% Add +3.7% 40,231 $18.2M
Pinnacle Wealth Management Advisory Group, LLC 1.70% Reduce -0.7% 40,098 $18.2M
Dynamic Advisor Solutions LLC 0.79% Reduce -6.8% 40,050 $18.2M
Banque Pictet & Cie SA 0.18% Add +31.8% 40,023 $18.1M
Trinity Financial Advisors LLC 6.88% Add +2.1% 40,176 $18.1M
Buckley Wealth Management, LLC 5.53% Reduce -1.7% 39,863 $18.1M
Stolper Co 6.00% Reduce -1.2% 39,725 $18.0M
N.E.W. Advisory Services LLC 1.70% Add +0.1% 39,514 $17.9M
Anchor Investment Management, LLC 1.67% Add +1.3% 39,471 $17.9M
Brighton Jones LLC 0.52% Reduce -3.2% 39,351 $17.8M
Allstate Corp. 0.53% Add +3227.8% 39,334 $17.8M
Koa Wealth Management, LLC 14.56% Reduce -0.8% 39,300 $17.8M
Eagle Ridge Investment Management 1.55% Add +0.7% 39,125 $17.7M
Kavar Capital Partners Group, LLC 2.97% Add +0.3% 40,359 $17.6M
Presidio Capital Management, LLC 9.41% Add +19.2% 38,740 $17.6M
Solidarity Wealth, LLC 4.56% Add +0.7% 38,656 $17.5M
XML Financial, LLC 1.61% Add +3.4% 38,643 $17.5M
Asset Planning Corporation 10.97% Add +2.4% 38,643 $17.5M
Peak Planning Group, LLC 7.29% Add +7.9% 38,578 $17.5M
Axxcess Wealth Management, LLC 0.43% Add +6.1% 38,319 $17.4M
Financial Avengers, Inc. 8.17% Reduce -0.5% 38,209 $17.3M
Muhlenkamp & Co. Inc. 5.25% Add +0.1% 38,172 $17.3M
Stockman Wealth Management, Inc. 2.71% Add +1.6% 38,123 $17.3M
Prosperity Consulting Group, LLC 1.30% Add +7.5% 37,993 $17.2M
CHURCHILL MANAGEMENT Corp 0.19% Add +0.7% 37,734 $17.1M
IHT Wealth Management, LLC 0.55% Reduce -12.8% 37,701 $17.1M
Summit Asset Management, LLC 2.98% Reduce -1.0% 37,442 $17.0M
Tokio Marine Asset Management Co. Ltd. 0.60% Add +3.5% 37,306 $16.9M
Monterey Private Wealth, Inc. 5.57% Reduce -18.2% 37,261 $16.9M
Evelyn Partners Investment Management Services Ltd 2.94% — 37,261 $16.9M
Livforsakringsbolaget Skandia, Omsesidigt 0.89% Reduce -4.4% 37,154 $16.8M
Greenwood Capital Associates LLC 2.18% Add +7.5% 36,919 $16.7M
NovaPoint Capital, LLC 5.10% Reduce -0.5% 36,865 $16.7M
Venture Visionary Partners LLC 0.71% Add +0.4% 36,859 $16.7M
Heirloom Wealth Management 4.99% Add +7.1% 36,713 $16.6M
Cahill Financial Advisors Inc. 2.25% Reduce -11.4% 36,680 $16.6M
NBT Bank, N.A. 1.16% Reduce -10.3% 36,650 $16.6M
Fragasso Financial Advisors Inc 1.27% Reduce -7.3% 36,634 $16.6M
Evergreen Capital Management LLC 0.54% Reduce -1.8% 36,542 $16.6M
Hayek Kallen Investment Management 6.02% Reduce -1.3% 36,515 $16.6M
Banco Santander, S.A. 0.20% Reduce -5.3% 36,326 $16.5M
Punch & Associates Investment Management, Inc. 0.91% Reduce -1.0% 36,239 $16.4M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 4.07% Reduce -3.8% 36,164 $16.4M
Spire Wealth Management 0.51% Reduce -6.8% 36,002 $16.3M
NFJ Investment Group, LLC 0.52% Add +37.4% 35,837 $16.2M
Rice Partnership, LLC 3.07% New 35,599 $16.1M
Bar Harbor Wealth Management 1.05% Reduce -2.3% 35,515 $16.1M
Osborne Partners Capital Management, LLC 0.93% No change 35,503 $16.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.46% Add +15.5% 35,249 $16.0M
Essex Financial Services, Inc. 1.13% Add +1.1% 35,140 $15.9M
Steele Capital Management, Inc. 0.83% Reduce -0.1% 35,089 $15.9M
Global Retirement Partners, LLC 0.45% Add +4.9% 35,015 $15.9M
Arnhold LLC 1.56% Reduce -6.2% 34,941 $15.8M
Lake Street Advisors Group, LLC 0.73% Add +28.1% 34,834 $15.8M
Morningstar Investment Services LLC 1.43% Reduce -90.2% 34,702 $15.7M
Hutner Capital Management Inc. 7.57% Add +9.0% 34,590 $15.7M
Stratos Investment Management, LLC 0.94% Add +7.3% 34,583 $15.7M
Benjamin Edwards Inc. 0.22% Add +2.6% 34,555 $15.7M
First American Bank 1.10% Add +1.4% 34,441 $15.6M
Sterling Investment Management, LLC 12.25% Reduce -0.3% 34,433 $15.6M
American Trust Investment Advisors, LLC 6.39% Add +1.6% 34,377 $15.6M
Cypress Capital Group 1.91% Reduce -2.0% 34,371 $15.6M
Inlet Private Wealth, LLC 4.12% Reduce -1.8% 34,332 $15.6M
Hollencrest Capital Management 0.63% Reduce -4.3% 34,332 $15.6M
Pettyjohn, Wood & White, Inc. 2.84% Add +0.6% 34,146 $15.5M
Atlantic Union Bankshares Corp 0.90% Reduce -1.9% 33,979 $15.4M
NORTHSTAR ASSET MANAGEMENT Co 3.51% Add +0.3% 33,826 $15.3M
WealthBridge Capital Management, LLC 4.25% Reduce -0.5% 33,759 $15.3M
Guggenheim Capital LLC 0.13% Reduce -40.1% 33,748 $15.3M
CX Institutional 0.60% Add +14.1% 33,541 $15.2M
East Coast Asset Management, LLC. 5.04% Reduce -8.0% 33,267 $15.1M
Eos Management, L.P. 6.39% No change 33,250 $15.1M
Keystone Financial Group 1.49% Add +7.5% 33,091 $15.0M
Moors & Cabot, Inc. 0.71% Add +3.2% 33,076 $15.0M
Foundations Investment Advisors, LLC 0.29% Add +8.0% 33,063 $15.0M
CCM Investment Advisers LLC 1.66% Reduce -0.1% 33,061 $15.0M
Simplex Trading, LLC 0.42% New 33,016 $15.0M
Ethic Inc. 0.30% Add +101.5% 32,887 $14.9M
Regency Capital Management Inc.\DE 8.06% Add +1.5% 32,850 $14.9M
Fisher Asset Management 0.01% Add +6.6% 32,820 $14.9M
Mitchell Capital Management Co. 2.60% Add +8.2% 32,699 $14.8M
Harris Associates (Oakmark Funds) 0.02% Reduce -17.3% 32,586 $14.8M
Pictet North America Advisors SA 1.40% Add +13.6% 32,578 $14.8M
Independent Financial Group, LLC 0.49% Add +8.2% 32,578 $14.8M
Cooper Capital Advisors LLC 15.31% — 32,557 $14.8M
Level Four Advisory Services, LLC 0.60% Add +1.2% 32,503 $14.7M
Court Place Advisors, LLC 4.77% Reduce -3.2% 32,475 $14.7M
Ruffer LLP 0.53% Reduce -3.0% 32,390 $14.7M
Intrinsic Value Partners, LLC 14.69% Reduce -1.7% 32,268 $14.6M
Ledyard National Bank 1.37% Reduce -3.4% 32,177 $14.6M
AlTi Global, Inc. 0.35% Reduce -5.0% 31,772 $14.5M
Phoenix Financial Ltd. 0.20% Add +7.8% 32,010 $14.5M
OneAscent Financial Services LLC 1.23% Add +152.9% 31,987 $14.5M
Meiji Yasuda Asset Management Co Ltd. 0.55% Add +2.8% 31,941 $14.5M
Waterfront Wealth Inc. 3.52% Add +0.3% 31,914 $14.5M
Woodmont Investment Counsel LLC 1.07% Add +0.8% 31,806 $14.4M
Compound Planning, Inc. 0.73% Add +4.8% 31,797 $14.4M
Kelman-Lazarov, Inc. 2.59% Reduce -5.2% 31,759 $14.4M
TBH Global Asset Management, LLC 3.41% Reduce -3.3% 31,712 $14.4M
AlphaCore Capital LLC 3.11% Add +48.0% 31,675 $14.4M
Boit C F David 7.21% Reduce -0.3% 31,628 $14.3M
Exchange Capital Management, Inc. 2.28% Reduce -13.9% 31,609 $14.3M
Fifth Third Wealth Advisors LLC 0.78% Add +14.1% 31,571 $14.3M
KMG Fiduciary Partners, LLC 1.18% Add +2.1% 31,539 $14.3M
Palisade Capital Management, LP 0.43% Reduce -1.0% 31,482 $14.3M
Weybosset Research & Management LLC 4.83% Reduce -1.4% 31,334 $14.2M
Engineers Gate Manager LP 0.25% Add +248.3% 31,232 $14.2M
Naman Capital Ltda 8.45% No change 31,200 $14.1M
Gladstone Institutional Advisory LLC 0.65% Reduce -1.2% 31,092 $14.1M
West Coast Financial LLC 1.55% Add +0.2% 31,048 $14.1M
Groupama Asset Managment 0.29% New 31,117 $14.1M
SlateStone Wealth, LLC 1.38% Add +4.0% 30,991 $14.0M
Coston, McIsaac & Partners 4.16% Reduce -2.7% 30,962 $14.0M
Clarity Financial LLC 1.67% Add +1.3% 30,904 $14.0M
O'Brien Greene & Co. Inc 4.55% Reduce -2.2% 30,900 $14.0M
Lakeside Advisors, INC. 9.26% Reduce -0.6% 30,870 $14.0M
Studio Investment Management LLC 2.97% Reduce -1.4% 30,813 $14.0M
Frisch Financial Group, Inc. 4.22% Reduce -0.6% 30,792 $14.0M
PFG Advisors 0.85% Add +7.3% 30,709 $13.9M
Phraction Management LLC 5.21% Reduce -1.8% 30,553 $13.8M
Mather Group, Llc. 0.18% Reduce -0.9% 30,516 $13.8M
Unigestion Holding SA 0.79% Reduce -24.9% 30,463 $13.8M
Lombard Odier Asset Management (Switzerland) SA 1.03% Add +7.3% 30,384 $13.8M
Foster Victor Wealth Advisors, LLC 1.05% Add +2.9% 29,430 $13.8M
Carnegie Lake Advisors LLC 5.55% Reduce -1.5% 30,350 $13.8M
Meeder Advisory Services, Inc. 0.86% Add +3.4% 30,341 $13.8M
Callan Family Office, LLC 0.87% Add +180.0% 30,326 $13.7M
Larson Financial Group LLC 0.71% Add +17.0% 30,166 $13.7M
Silicon Valley Capital Partners 1.52% Add +8.4% 30,132 $13.7M
Eagle Global Advisors LLC 0.56% Reduce -0.2% 30,129 $13.7M
Delta Financial Group, Inc. 3.20% Add +0.4% 30,115 $13.7M
Johnson Financial Group, Inc. 0.64% Reduce -4.0% 29,097 $13.6M
Kelleher Financial Advisors 5.14% Add +0.1% 30,023 $13.6M
Fogel Capital Management, Inc. 6.83% Add +0.0% 29,969 $13.6M
LFL Advisers, LLC 5.27% Add +1.9% 29,849 $13.5M
Summit Financial Strategies, Inc. 1.49% Reduce -2.4% 29,783 $13.5M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 1.63% Reduce -30.3% 29,770 $13.5M
Dock Street Asset Management Inc. 1.60% Reduce -3.7% 29,437 $13.3M
Financial Partners Group, LLC 5.53% Reduce -16.7% 29,389 $13.3M
KCM Investment Advisors LLC 0.46% Add +0.2% 29,280 $13.3M
Eastern Bank 0.25% Add +1.5% 29,243 $13.3M
Highland Capital Management, LLC 0.76% Reduce -2.0% 29,216 $13.2M
FRG Family Wealth Advisors LLC 2.40% Reduce -3.8% 29,163 $13.2M
Pittenger & Anderson Inc. 0.48% Reduce -0.9% 29,101 $13.2M
Wedge Capital Management L L P 0.24% Reduce -10.6% 29,077 $13.2M
Evelyn Partners Investment Management (Europe) Ltd 4.79% — 29,060 $13.2M
Community Bank & Trust, Waco, Texas 3.01% Add +0.2% 29,055 $13.2M
Strategic Blueprint, LLC 0.78% Add +1.4% 29,004 $13.1M
Wedmont Private Capital 0.69% Reduce -6.2% 29,690 $13.1M
Greystone Financial Group, LLC 2.28% Add +11.3% 28,865 $13.1M
Timber Creek Capital Management LLC 3.77% Reduce -1.1% 28,787 $13.0M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.03% Add +98.6% 28,808 $13.0M
SeaCrest Wealth Management, LLC 1.37% Add +0.9% 28,710 $13.0M
K.J. Harrison & Partners Inc 2.04% Add +3.9% 28,832 $13.0M
Meixler Investment Management, Ltd. 9.61% Reduce -1.2% 28,610 $13.0M
Vinva Investment Management Ltd 0.49% Reduce -11.8% 28,647 $13.0M
Capital Analysts, LLC 0.52% Add +2.9% 28,556 $12.9M
Patton Fund Management, Inc. 2.53% Reduce -5.2% 28,489 $12.9M
Twin Capital Management Inc. 1.41% Reduce -5.3% 28,359 $12.9M
Clio Asset Management LLC 9.48% Reduce -2.4% 28,342 $12.8M
Means Investment Co., Inc. 1.33% Reduce -0.8% 28,274 $12.8M
Richard Bernstein Advisors LLC 0.29% No change 28,258 $12.8M
Beckerman Institutional, LLC 10.25% Add +0.7% 28,228 $12.8M
Glassy Mountain Advisors, Inc. 4.35% Reduce -0.1% 28,059 $12.7M
Bailard, Inc. 0.32% Reduce -0.8% 28,037 $12.7M
Ameritas Investment Partners, Inc. 0.41% Reduce -5.7% 27,805 $12.6M
Montag A & Associates Inc. 0.60% Add +1.3% 27,773 $12.6M
Wilkins Investment Counsel Inc. 1.82% Reduce -0.2% 27,748 $12.6M
Boston Financial Mangement LLC 0.38% Add +0.1% 27,747 $12.6M
Simon Quick Advisors, LLC 0.75% Add +1.3% 27,654 $12.5M
Mezzasalma Advisors, LLC 4.04% Add +3.4% 27,650 $12.5M
Overbrook Management Corp 2.70% Reduce -10.0% 27,619 $12.5M
Gryphon Financial Partners LLC 1.80% Reduce -0.4% 27,611 $12.5M
Trust Co of Kansas 6.01% Reduce -0.8% 27,599 $12.5M
Moloney Securities Asset Management, LLC 1.69% Reduce -4.0% 27,596 $12.5M
Beverly Hills Private Wealth, LLC 2.54% Add +5.8% 27,578 $12.5M
Ascentis Wealth Management, LLC 4.39% Reduce -0.4% 27,563 $12.5M
Hilltop Holdings Inc. 0.79% Add +5.2% 27,510 $12.5M
Berkshire Asset Management LLC 0.59% Reduce -3.9% 26,905 $12.5M
Cumberland Advisors Inc. 4.97% Add +4.0% 27,465 $12.4M
Baader Bank Aktiengesellschaft 1.14% Reduce -12.9% 27,402 $12.4M
Smithfield Trust Co 0.62% Add +0.4% 27,337 $12.4M
Visionary Wealth Advisors 0.73% Add +3.5% 27,296 $12.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.83% Add +6.0% 27,266 $12.4M
Mgo One Seven LLC 0.47% Add +8.2% 27,172 $12.3M
Annandale Capital, LLC 2.43% No change 27,094 $12.3M
Private Wealth Group, LLC 6.00% Add +2.2% 27,067 $12.3M
Mufg Securities Americas Inc. 1.62% — 27,057 $12.3M
Profund Advisors LLC 0.45% Reduce -10.7% 26,986 $12.2M
Stratos Wealth Advisors, LLC 0.59% Reduce -10.0% 26,980 $12.2M
Eldred Rock Partners, LLC 4.18% Add +0.5% 26,914 $12.2M
Stokes Family Office, LLC 1.30% Add +2.0% 26,799 $12.1M
O'Keefe Stevens Advisory, Inc. 3.75% Add +0.3% 26,726 $12.1M
Allegheny Financial Group 3.11% Reduce -10.0% 26,647 $12.1M
Telos Capital Management, Inc. 1.29% Reduce -0.7% 26,629 $12.1M
Wealth Architects, LLC 1.36% Add +0.6% 26,616 $12.1M
DF Dent & Co. Inc. 0.15% Add +3.3% 26,614 $12.1M
Ashton Thomas Private Wealth, LLC 0.47% Add +26.5% 26,588 $12.1M
Private Advisory Group LLC 1.35% Add +7.6% 26,503 $12.0M
Gifford Fong Associates 2.95% No change 26,500 $12.0M
Canal Capital Management, LLC 1.94% Reduce -0.1% 26,490 $12.0M
Arkadios Wealth Advisors 0.65% Reduce -7.7% 26,448 $12.0M
Arete Wealth Advisors, LLC 0.86% Add +18.4% 26,386 $12.0M
JCP Investment Management, LLC 7.05% Add +0.6% 26,378 $12.0M
Beacon Investment Advisors LLC 5.62% Add +0.3% 26,371 $12.0M
Middleton & Co. Inc. 1.31% Reduce -1.0% 26,222 $11.9M
Raab & Moskowitz Asset Management LLC 2.91% Reduce -0.9% 26,193 $11.9M
Eq Wealth Advisors, LLC 11.40% — 26,159 $11.9M
Procyon Advisors, LLC 0.75% Add +0.4% 26,041 $11.8M
McDaniel Terry & Co. 0.97% No change 26,026 $11.8M
Mairs & Power Inc. 0.11% Add +3.8% 25,993 $11.8M
Spectrum Wealth Counsel, LLC 1.38% Add +0.0% 25,989 $11.8M
Legacy Advisors, LLC 1.14% Add +6.6% 25,952 $11.8M
Cypress Asset Management Inc. 2.92% Reduce -3.0% 25,342 $11.8M
Rockbridge Asset Management LLC 6.66% — 25,862 $11.7M
Elevation Point Wealth Partners, LLC 0.95% Add +80.7% 25,832 $11.7M
HBK Sorce Advisory LLC 0.35% Add +0.9% 25,750 $11.7M
Leo Wealth, LLC 1.05% Add +2.2% 25,738 $11.7M
Crewe Advisors LLC 1.60% Reduce -0.8% 25,593 $11.6M
Harbor Advisory Corp. 3.81% Reduce -1.2% 25,592 $11.6M
Winch Advisory Services, LLC 3.01% Reduce -1.2% 25,528 $11.6M
Canerector Inc. 5.61% — 25,500 $11.6M
Venator Management LLC 3.33% Reduce -0.7% 25,500 $11.6M
Winebrenner Capital Management LLC 8.90% — 25,472 $11.5M
Zacks Investment Management 0.11% Add +16.5% 25,330 $11.5M
Old North State Wealth Management, LLC 6.45% Add +0.7% 25,301 $11.5M
Trustmark Bank Trust Department 0.85% Reduce -0.1% 25,300 $11.5M
Leavell Investment Management, Inc. 0.56% Reduce -0.8% 25,291 $11.5M
Integrated Advisors Network LLC 0.55% Reduce -1.5% 25,281 $11.5M
TCW Group Inc. 0.10% Add +2.5% 25,275 $11.5M
Kovack Advisors, Inc. 1.12% Add +2.4% 25,273 $11.5M
Bradley & Co. Private Wealth Management, LLC 7.15% — 25,251 $11.4M
Harbour Investments, Inc. 0.33% Add +11.6% 25,229 $11.4M
Northwest & Ethical Investments L.P. 0.31% Add +26.8% 25,200 $11.4M
Wealthcare Advisory Partners LLC 0.32% Reduce -2.1% 25,170 $11.4M
HFR Wealth Management, LLC 2.81% Reduce -1.7% 25,096 $11.4M
Joel Isaacson & Co., LLC 0.51% Add +0.6% 25,057 $11.4M
Arlington Trust Co LLC 2.39% Add +0.6% 25,051 $11.4M
Blue Trust, Inc. 0.15% Reduce -24.9% 25,019 $11.3M
Bright Rock Capital Management, LLC 2.42% No change 25,000 $11.3M
Jasper Ridge Partners, L.P. 0.36% No change 25,000 $11.3M
Vestcor Inc 0.37% Reduce -3.4% 24,953 $11.3M
Zhang Financial LLC 0.64% Add +4.7% 24,808 $11.2M
Potentia Wealth 5.00% — 24,796 $11.2M
Titleist Asset Management, LLC 1.29% Add +9.3% 24,793 $11.2M
Alley Investment Management Company, LLC 1.42% Add +0.1% 24,768 $11.2M
AMG National Trust Bank 0.31% Add +2.4% 23,799 $11.2M
Alerus Financial NA 0.86% Reduce -23.0% 24,727 $11.2M
Interval Partners, LP 0.29% Add +55.9% 24,651 $11.2M
LexAurum Advisors, LLC 2.23% Add +2.6% 24,645 $11.2M
SpringVest Wealth Management LLC 9.56% — 24,626 $11.2M
Harspring Capital Management, LLC 3.16% No change 24,500 $11.1M
Garner Asset Management Corp 5.06% Add +0.0% 24,484 $11.1M
Searcy Financial Services Inc. 5.11% Reduce -1.0% 24,431 $11.1M
Moneco Advisors, LLC 1.17% Add +3.7% 24,430 $11.1M
Hi-Line Capital Management, LLC 4.84% Reduce -10.1% 24,421 $11.1M
First Hawaiian Bank 0.36% Reduce -14.5% 24,335 $11.0M
Leonteq Securities AG 1.08% Add +105.4% 24,304 $11.0M
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV 0.81% Reduce -12.1% 24,325 $11.0M
HUB Investment Partners, LLC 0.46% Reduce -10.6% 24,258 $11.0M
Carmel Capital Management L.L.C. 4.15% Reduce -0.0% 24,257 $11.0M
Chemung Canal Trust Co. 2.29% Add +6.5% 24,249 $11.0M
Northside Capital Management, LLC 2.92% No change 24,207 $11.0M
Pitcairn Co. 0.65% Reduce -6.8% 24,206 $11.0M
Auxier Asset Management LLC 1.70% Reduce -3.1% 24,163 $11.0M
Morey & Quinn Wealth Partners, LLC 9.27% — 24,100 $10.9M
IFG Advisory, LLC 0.62% Reduce -1.5% 24,041 $10.9M
Kemnay Advisory Services Inc. 1.95% Reduce -17.9% 23,997 $10.9M
Hudock, Inc. 1.90% Reduce -2.5% 23,977 $10.9M
Synergy Asset Management, LLC 0.84% Add +55.6% 24,079 $10.9M
Commerzbank Aktiengesellschaft 0.26% Add +10.6% 23,927 $10.8M
Princeton Global Asset Management LLC 2.02% Add +0.4% 23,866 $10.8M
Covey Capital Advisors, LLC 12.29% Reduce -11.6% 23,853 $10.8M
Vise Technologies, Inc. 0.90% Add +31.7% 23,851 $10.8M
SOA Wealth Advisors, LLC. 1.98% Add +0.1% 23,741 $10.8M
Forvis Mazars Wealth Advisors, LLC 0.25% Reduce -1.0% 23,651 $10.7M
Tradition Wealth Management, LLC 0.94% Reduce -2.6% 23,630 $10.7M
Bennett Selby Investments LP 4.24% Add +0.5% 23,591 $10.7M
Hikari Tsushin, Inc. 0.78% No change 23,560 $10.7M
Caldwell Trust Co 1.11% Reduce -1.3% 23,548 $10.7M
McHugh Group, LLC 8.06% — 23,473 $10.6M
Asset Advisors Investment Management, LLC 1.11% Reduce -0.6% 23,448 $10.6M
Transcend Capital Advisors, LLC 0.77% Reduce -5.9% 23,442 $10.6M
Flputnam Investment Management Co. 0.19% Reduce -6.2% 23,319 $10.6M
Lorne Steinberg Wealth Management Inc. 3.05% Add +0.6% 23,231 $10.5M
Howard Capital Management, LLC 0.16% Add +5.7% 23,203 $10.5M
Walter & Keenan Wealth Management LLC /in/ 3.17% Add +0.1% 23,144 $10.5M
Chronos Wealth Management, LLC 5.35% Add +1.3% 23,113 $10.5M
Colonial Trust Advisors 0.93% Reduce -0.3% 23,107 $10.5M
Fidelis Capital Partners, LLC 1.05% Add +13.8% 22,528 $10.5M
Donaldson Capital Management, LLC 0.40% Add +4.6% 22,980 $10.4M
Delta Investment Management, LLC 2.02% Add +5.1% 22,855 $10.4M
First Interstate Bank 0.63% Reduce -3.0% 22,818 $10.3M
Fulton Bank, N.A. 0.40% Reduce -6.2% 22,761 $10.3M
Investment House LLC 0.56% Add +21.7% 22,740 $10.3M
Principle Wealth Partners LLC 0.72% Reduce -0.0% 22,709 $10.3M
Intrust Bank NA 1.04% Add +1.7% 22,705 $10.3M
Cliftonlarsonallen Wealth Advisors, LLC 0.20% Add +0.0% 22,698 $10.3M
Martin Investment Management, LLC 2.82% Reduce -13.8% 22,685 $10.3M
Banco BTG Pactual S.A. 2.40% Add +123.1% 22,721 $10.2M
Seaview Investment Managers LLC 2.83% Add +0.9% 22,580 $10.2M
CORDA Investment Management, LLC. 0.81% Reduce -1.7% 22,490 $10.2M
Oxford Financial Group, LTD. LLC 0.66% Reduce -23.2% 22,444 $10.2M
Simmons Bank 0.74% Reduce -2.6% 22,442 $10.2M
GAMMA Investing LLC 0.87% Add +9.3% 22,441 $10.2M
Cornerstone Wealth Group, LLC 0.83% Add +1.4% 22,432 $10.2M
Mendota Financial Group, LLC 6.57% Reduce -46.6% 22,367 $10.1M
Sargent Investment Group, LLC 1.66% Add +7.6% 22,824 $10.1M
Quadrant Capital Group LLC 0.70% Reduce -0.1% 22,326 $10.1M
Graypoint LLC 0.61% Add +0.5% 22,320 $10.1M
Buttonwood Financial Advisors Inc. 4.45% Reduce -1.9% 22,314 $10.1M
SeaBridge Investment Advisors LLC 2.11% Add +5.5% 22,304 $10.1M
LSV Asset Management 0.02% Reduce -51.2% 22,230 $10.1M
Tompkins Financial Corp. 0.94% Add +2.0% 22,200 $10.1M
TAGStone Capital, Inc. 4.94% Add +0.1% 22,159 $10.0M
Armstrong Advisory Group, Inc. 0.80% Add +5.2% 22,156 $10.0M
Buckhead Capital Management LLC 3.20% Reduce -0.6% 22,085 $10.0M
Foster Group, Inc. 0.38% Add +17.0% 22,020 $10.0M
Ridgepath Capital Management LLC 4.60% Add +72.7% 22,012 $10.0M
Mitchell McLeod Pugh & Williams Inc. 2.09% Add +15.2% 21,998 $10.0M
Steel Grove Capital Advisors, LLC 1.41% Reduce -6.6% 21,996 $10.0M
Marietta Investment Partners LLC 2.19% No change 21,893 $9.9M
Summit Global Investments 0.62% Add +6.5% 21,889 $9.9M
Arlington Financial Advisors, LLC 1.97% Add +0.1% 21,877 $9.9M
Lindbrook Capital, LLC 0.89% Reduce -0.1% 21,778 $9.9M
FFG Partners, LLC 3.45% Add +1.9% 21,737 $9.9M
Goelzer Investment Management, Inc. 0.57% Add +8.0% 21,712 $9.8M
Riverstone Advisors, LLC 5.59% Add +0.0% 21,660 $9.8M
Bristlecone Advisors, LLC 0.77% Reduce -0.4% 21,658 $9.8M
Keeler Thomas Management LLC 3.49% Reduce -0.5% 21,634 $9.8M
Excalibur Management Corp. 3.90% Reduce -1.9% 21,617 $9.8M
Schechter Investment Advisors, LLC 0.75% Reduce -2.1% 21,550 $9.8M
Resonant Capital Advisors, LLC 0.71% Add +0.2% 21,545 $9.8M
Mill Creek Capital Advisors, LLC 0.23% Reduce -2.4% 21,501 $9.7M
PDS Planning, Inc 0.87% Reduce -1.1% 21,490 $9.7M
Roehl & Yi Investment Advisors, LLC 5.36% — 21,483 $9.7M
Lakewood Asset Management LLC 6.70% Add +0.2% 21,468 $9.7M
Glen Eagle Advisors, LLC 1.61% Add +6.4% 21,418 $9.7M
Perennial Investment Advisors, LLC 1.14% Add +82.1% 21,408 $9.7M
Sagespring Wealth Partners, LLC 0.26% — 21,402 $9.7M
VELA Investment Management, LLC 3.32% Add +0.3% 21,395 $9.7M
Whalerock Point Partners, LLC 2.31% Add +0.9% 21,283 $9.6M
Blackhill Capital Inc. 0.50% No change 21,241 $9.6M
Hartline Investment Corp./ 1.10% Add +0.2% 21,207 $9.6M
BridgePort Financial Solutions, LLC 4.35% — 19,124 $9.6M
Stone Run Capital, LLC 3.77% Reduce -4.0% 21,175 $9.6M
Epacria Capital Partners, LLC 8.17% Reduce -45.4% 21,160 $9.6M
Financial Advocates Investment Management 0.55% Reduce -0.2% 21,121 $9.6M
Moseley Investment Management Inc. 3.74% Add +1.5% 21,118 $9.6M
Centaurus Financial, Inc. 0.58% Add +0.9% 21,001 $9.5M
Coastline Trust Co 1.11% Reduce -0.7% 20,966 $9.5M
Guardian Wealth Advisors, LLC / NC 0.76% Add +62.7% 20,951 $9.5M
Dupree Financial Group, LLC 4.61% Reduce -35.4% 20,928 $9.5M
Regatta Capital Group, LLC 1.84% Reduce -0.8% 20,902 $9.5M
Trust Asset Management LLC 0.74% No change 20,872 $9.5M
Evanson Asset Management, LLC 0.65% Reduce -1.3% 20,815 $9.4M
Embree Financial Group 1.61% Add +1.3% 20,775 $9.4M
Peoples Bank 6.51% Reduce -0.2% 20,771 $9.4M
RFG Advisory, LLC 0.27% Add +5.6% 20,750 $9.4M
Wesbanco Bank Inc. 0.32% Reduce -2.1% 20,747 $9.4M
ORG Partners LLC 1.30% Add +8.8% 20,714 $9.4M
Verdence Capital Advisors LLC 0.75% Add +1.2% 20,697 $9.4M
Janney Capital Management LLC 0.62% Reduce -21.4% 20,677 $9.4M
Marietta Wealth Management, LLC 1.34% Add +4.7% 20,567 $9.3M
Mayflower Financial Advisors, LLC 1.39% Reduce -0.5% 20,560 $9.3M
Fairfield Financial Advisors, LTD 3.28% Add +0.3% 20,549 $9.3M
Corsair Capital Management, L.P. 2.00% No change 20,548 $9.3M
Ar Asset Management Inc. 2.13% No change 20,518 $9.3M
SAM Advisors, LLC 3.36% Reduce -0.2% 20,494 $9.3M
Meritage Portfolio Management 0.58% Reduce -1.2% 20,484 $9.3M
RE Dickinson Investment Advisors, LLC 7.93% Add +0.1% 20,482 $9.3M
Koss-Olinger Consulting, LLC 0.81% Reduce -1.0% 20,471 $9.3M
Brooktree Capital Management 6.87% Reduce -0.5% 20,427 $9.3M
Carolinas Wealth Consulting LLC 1.82% Add +7.7% 20,409 $9.3M
DRW Securities, LLC 0.62% New 20,346 $9.2M
Granite FO LLC 5.25% No change 20,280 $9.2M
EverSource Wealth Advisors, LLC 0.52% Add +2.0% 20,269 $9.2M
Citizens National Bank Trust Department 1.94% Add +0.9% 20,259 $9.2M
Woodstock Corp. 0.88% Add +2.5% 20,197 $9.2M
Natixis Investment Managers International 0.71% Reduce -69.0% 20,155 $9.1M
Harvey Capital Management Inc. 2.15% No change 20,147 $9.1M
Jamison Private Wealth Management, Inc. 1.35% Add +5.1% 20,109 $9.1M
Kinsale Capital Group, Inc. 2.44% Add +11.8% 20,024 $9.1M
Ascent Group, LLC 0.68% Add +3.4% 20,022 $9.1M
Jackson Square Capital, LLC 2.18% Reduce -3.4% 19,971 $9.1M
Financial Strategies Group, Inc. 2.17% Add +4.0% 20,448 $9.1M
Fort Point Capital Partners LLC 1.01% Add +4.3% 19,963 $9.0M
Burford Brothers, Inc. 4.42% Add +5.1% 19,875 $9.0M
Boston Research & Management Inc. 2.20% Reduce -1.1% 19,867 $9.0M
TCI Wealth Advisors, Inc. 0.75% Reduce -2.0% 19,777 $9.0M
Dorsey & Whitney Trust CO LLC 0.49% Add +4.6% 19,776 $9.0M
Tradewinds, LLC. 2.49% Add +4.7% 19,010 $9.0M
Fagan Associates, Inc. 1.42% Reduce -1.7% 19,735 $8.9M
Cooper Financial Group 1.07% Add +2.4% 19,681 $8.9M
Navera Investment Management Ltd. 0.16% Reduce -11.2% 19,651 $8.9M
Marble Harbor Investment Counsel, LLC 0.98% No change 19,645 $8.9M
Little House Capital LLC 2.54% Add +1.0% 19,580 $8.9M
Concourse Financial Group Securities, Inc. 0.50% Add +6.4% 19,247 $8.9M
International Assets Investment Management, LLC 0.74% Add +6.5% 19,599 $8.8M
RiverFront Investment Group, LLC 0.20% Add +35.7% 19,503 $8.8M
Jaffetilchin Investment Partners, LLC 0.64% Add +18.0% 19,409 $8.8M
SG Americas Securities, LLC 0.04% Reduce -81.0% 19,390 $8.8M
McDonald Partners LLC 2.24% Reduce -0.2% 19,349 $8.8M
Castlekeep Investment Advisors LLC 6.13% Add +7.7% 19,301 $8.7M
Edge Capital Group, LLC 0.39% Reduce -99.8% 39 $8.7M
Clarius Group, LLC 0.59% Reduce -16.4% 19,194 $8.7M
Adamsbrown Wealth Consultants LLC 2.96% Add +15.1% 19,168 $8.7M
Capricorn Fund Managers Ltd 3.87% Add +3.8% 19,210 $8.7M
Patriot Financial Group Insurance Agency, LLC 1.16% Add +6.8% 19,149 $8.7M
Evoke Wealth, LLC 0.24% Reduce -1.3% 19,147 $8.7M
Certified Advisory Corp 0.94% Reduce -2.0% 19,138 $8.7M
Heron Bay Capital Management 1.81% Add +0.1% 19,138 $8.7M
Bedel Financial Consulting, Inc. 1.20% Reduce -0.6% 18,275 $8.7M
WBH Advisory Inc. 0.80% Add +0.5% 19,090 $8.7M
Montis Financial, LLC 2.67% Add +5.5% 19,088 $8.7M
Sound View Wealth Advisors Group, LLC 0.70% Reduce -0.4% 19,082 $8.6M
Pavion Blue Capital, LLC 4.05% Reduce -0.5% 19,012 $8.6M
Moser Wealth Advisors, LLC 4.47% Add +1.2% 18,942 $8.6M
Cambridge Advisors Inc. 1.91% Add +0.9% 18,918 $8.6M
Costello Asset Management, INC 5.67% Add +1.8% 18,913 $8.6M
Baldwin Investment Management, LLC 1.11% Reduce -5.3% 18,855 $8.5M
Silver Lake Advisory, LLC 3.76% Reduce -2.8% 18,844 $8.5M
Balyasny Asset Management L.P. 0.02% Add +82.0% 18,813 $8.5M
Strategy Asset Managers LLC 1.65% Add +0.7% 18,803 $8.5M
Tyler-Stone Wealth Management 1.51% Reduce -0.9% 18,765 $8.5M
Grandview Asset Management LLC 3.12% Add +2.8% 18,760 $8.5M
Kingswood Wealth Advisors, LLC 0.64% Reduce -23.5% 18,705 $8.5M
Flagship Harbor Advisors, LLC 0.45% Add +7.6% 18,700 $8.5M
Blueprint Investment Partners LLC 1.34% Add +33.8% 18,687 $8.5M
Heritage Investors Management Corp. 0.27% Reduce -1.0% 18,625 $8.4M
Sandy Cove Advisors, LLC 3.31% Add +3.9% 18,599 $8.4M
LS Investment Advisors, LLC 1.24% Add +0.8% 18,589 $8.4M
Integrity Alliance, Llc. 0.91% — 18,589 $8.4M
Murphy Pohlad Asset Management LLC 3.63% Reduce -1.1% 18,580 $8.4M
Aviance Capital Partners, LLC 1.16% Add +0.3% 18,573 $8.4M
Tortoise Investment Management, LLC 0.89% Reduce -2.0% 18,523 $8.4M
Royal Capital Wealth Management, LLC 5.86% No change 18,446 $8.4M
Wolverine Trading, LLC 0.19% Add +474.7% 18,471 $8.4M
Aristides Capital LLC 2.60% Add +372.6% 18,354 $8.3M
Clarity Wealth Advisors, LLC 2.27% Add +2.0% 18,340 $8.3M
Financial Insights, Inc. 3.21% Reduce -3.4% 18,332 $8.3M
Acas, LLC 6.15% Add +0.3% 17,540 $8.3M
Reaves W H & Co. Inc. 0.22% Reduce -0.3% 18,328 $8.3M
Councilmark Asset Management, LLC 5.58% Add +0.4% 18,313 $8.3M
Crawford Investment Counsel Inc. 0.15% Add +3.1% 18,249 $8.3M
Proficio Capital Partners LLC 0.67% Add +16.1% 18,237 $8.3M
Destiny Wealth Partners, LLC 1.35% Add +1.8% 18,225 $8.3M
Dana Investment Advisors, Inc. 0.27% Add +0.9% 18,209 $8.3M
Stephens Consulting, LLC 2.07% Reduce -0.1% 18,198 $8.2M
IFC Advisors LLC 1.79% — 18,131 $8.2M
First Wilshire Securities Management Inc. 2.23% Reduce -2.4% 18,087 $8.2M
Marshall Investment Management, LLC 4.82% — 17,789 $8.2M
Nadler Financial Group, Inc. 0.86% Add +27.6% 18,040 $8.2M
Sabal Trust CO 0.47% Add +1.2% 18,040 $8.2M
Tevis Investment Management 6.05% Reduce -0.1% 17,987 $8.2M
Seros Financial, LLC 7.34% — 20,037 $8.2M
Benson Investment Management Company, Inc. 3.39% Reduce -0.5% 17,980 $8.1M
Cigna Investments Inc. 1.43% Reduce -0.4% 17,953 $8.1M
DCM Advisors, LLC 3.80% Add +5.5% 17,889 $8.1M
Iowa State Bank 1.69% No change 17,877 $8.1M
Mechanics Bank Trust Department 1.08% Reduce -0.8% 17,831 $8.1M
Salvus Wealth Management, LLC 5.15% Reduce -0.9% 17,825 $8.1M
Verition Fund Management LLC 0.04% Add +12.0% 17,821 $8.1M
PFG Investments, LLC 0.50% Reduce -2.9% 17,790 $8.1M
Capital Asset Advisory Services LLC 0.40% Add +1.7% 17,751 $8.1M
First Horizon Advisors, Inc. 0.23% Add +2.9% 17,742 $8.0M
Chiron Investment Management, LLC 2.68% No change 17,741 $8.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.23% Add +5.2% 17,664 $8.0M
Pure Financial Advisors, LLC 0.18% Add +9.3% 17,652 $8.0M
Avestar Capital, LLC 0.72% Add +13.7% 17,596 $8.0M
Integrity Wealth Advisors, Inc. 5.86% — 17,573 $8.0M
Trust Point Inc. 0.55% Add +0.6% 17,562 $8.0M
Codex Capital Asset Management L.L.C. 3.51% No change 17,525 $7.9M
BBR Partners, LLC 0.55% Reduce -11.8% 17,505 $7.9M
McDonough Capital Management, Inc 4.90% Add +1.9% 17,492 $7.9M
Vermillion Wealth Management, Inc. 4.06% — 17,487 $7.9M
ICONIQ Capital, LLC 0.12% Add +22.0% 17,440 $7.9M
Fort Sheridan Advisors LLC 1.15% Add +7.6% 17,398 $7.9M
Nilsine Partners, LLC 0.84% Add +3.6% 17,395 $7.9M
High Note Wealth, LLC 2.05% Add +0.8% 17,381 $7.9M
Westmount Partners, LLC 2.39% Add +19.2% 17,377 $7.9M
Holocene Advisors, LP 0.03% New 17,330 $7.9M
National Philanthropic Trust 0.11% Reduce -8.3% 17,317 $7.8M
Bank of New Hampshire 2.00% Reduce -2.2% 17,177 $7.8M
Plancorp, LLC 0.32% Add +5.8% 17,151 $7.8M
Circle Wealth Management, LLC 0.17% Reduce -0.9% 17,146 $7.8M
Moody National Bank Trust Division 0.81% Reduce -5.7% 17,131 $7.8M
Old West Investment Management, LLC 3.13% Add +4.6% 17,038 $7.7M
Cascade Financial Partners, LLC 1.01% Reduce -0.3% 17,032 $7.7M
Valicenti Advisory Services Inc. 1.92% Add +4.0% 16,996 $7.7M
Core Alternative Capital 1.61% Add +0.6% 16,989 $7.7M
Shorepath Capital Management LLC 5.51% Add +0.5% 16,987 $7.7M
Laurel Wealth Advisors LLC 1.20% Reduce -0.6% 16,973 $7.7M
Inkwell Capital LLC 8.21% — 16,948 $7.7M
Birinyi Associates Inc. 2.11% Reduce -0.3% 16,943 $7.7M
Regal Investment Advisors LLC 0.58% Reduce -1.8% 16,941 $7.7M
Kennon-Green & Company, LLC 6.62% Reduce -1.5% 16,908 $7.7M
Brasada Capital Management, LP 1.36% Reduce -0.7% 17,261 $7.7M
Checchi Capital Advisers, LLC 0.57% Add +0.4% 16,889 $7.7M
Penobscot Investment Management Company, Inc. 0.69% New 16,800 $7.6M
Legacy CG, LLC 2.33% Add +1.4% 16,797 $7.6M
Wernau Asset Management Inc. 7.37% — 16,796 $7.6M
Pflug Koory, LLC 0.51% Reduce -1.0% 16,774 $7.6M
Peterson Wealth Services 2.33% Add +13.3% 16,740 $7.6M
Congress Park Capital LLC 2.75% Reduce -5.4% 16,723 $7.6M
First Merchants Corp. 0.29% Reduce -1.9% 16,722 $7.6M
Aaron Wealth Advisors LLC 0.88% Add +6.2% 16,715 $7.6M
B & T Capital Management DBA Alpha Capital Management 1.39% Add +1.1% 16,714 $7.6M
3Chopt Investment Partners, LLC 2.60% Add +0.1% 16,706 $7.6M
Qtron Investments LLC 1.06% No change 16,695 $7.6M
Leelyn Smith, LLC 1.35% Add +1.1% 16,695 $7.6M
Kentucky Retirement Systems Insurance Trust Fund 1.31% Add +17.5% 63,744 $7.6M
Victrix Investment Advisors 5.45% — 16,659 $7.6M
Fenimore Asset Management Inc 0.16% Reduce -24.5% 16,639 $7.5M
Beddow Capital Management Inc. 3.20% No change 16,565 $7.5M
Connecticut Wealth Management, LLC 0.37% Add +0.5% 16,514 $7.5M
Bridgewater Advisors Inc. 0.78% Reduce -2.4% 16,614 $7.5M
Ellis Investment Partners, LLC 1.47% Reduce -0.0% 16,486 $7.5M
Gerber Kawasaki Wealth & Investment Management 0.32% Add +16.3% 16,462 $7.5M
Stansberry Asset Management, LLC 1.03% Add +4.4% 16,404 $7.4M
City Holding Co. 1.05% Add +4.0% 16,394 $7.4M
Sage Mountain Advisors LLC 0.54% Add +8.0% 16,390 $7.4M
Old Port Advisors 2.13% Reduce -0.5% 16,375 $7.4M
Foyston, Gordon & Payne Inc 1.96% No change 16,323 $7.4M
Drive Wealth Management, LLC 1.81% Add +1.1% 16,303 $7.4M
Security National Bank of So Dak 4.10% No change 16,213 $7.3M
Cornerstone Management, Inc. 1.42% Reduce -4.1% 16,188 $7.3M
Apella Capital, LLC 0.28% Reduce -0.9% 16,170 $7.3M
Watchman Group, Inc. 1.92% Reduce -2.2% 16,115 $7.3M
Evolution Wealth Advisors, LLC 1.22% Add +1.2% 16,112 $7.3M
Pacifica Partners Inc. 3.15% Reduce -0.2% 16,180 $7.3M
Plato Investment Management Ltd 0.54% Add +7.0% 16,038 $7.3M
Channel Wealth LLC 2.38% Add +3.7% 16,089 $7.3M
Trexquant Investment LP 0.09% New 16,075 $7.3M
Evergreen Private Wealth LLC 3.41% Reduce -0.2% 16,059 $7.3M
1ST Source Bank 0.42% Reduce -1.9% 16,047 $7.3M
First PREMIER Bank 1.85% Reduce -0.3% 16,014 $7.3M
Traynor Capital Management, Inc. 0.56% Reduce -4.7% 15,987 $7.2M
L.M. Kohn & Company 1.87% Reduce -2.3% 15,980 $7.2M
WMS Partners, LLC 0.41% Add +4.4% 15,979 $7.2M
Syon Capital LLC 0.65% Reduce -0.8% 15,977 $7.2M
Mission Creek Capital Partners, Inc. 1.57% Add +2.6% 15,917 $7.2M
Naviter Wealth, LLC 0.87% Add +24.3% 15,873 $7.2M
Redmond Asset Management, LLC 1.80% Reduce -4.7% 15,866 $7.2M
Douglas Lane & Associates, LLC 0.10% Reduce -0.4% 15,838 $7.2M
Tritonpoint Wealth, LLC 0.65% Reduce -5.1% 15,835 $7.2M
Benedict Financial Advisors Inc. 1.74% Add +0.9% 15,798 $7.2M
Aldebaran Financial Inc. 8.34% Reduce -0.8% 15,774 $7.1M
Avidian Wealth Enterprises, LLC 0.32% Add +9.1% 15,731 $7.1M
Bank of Hawaii 0.39% Reduce -2.1% 15,714 $7.1M
Global Trust Asset Management, LLC 2.70% Add +0.8% 15,698 $7.1M
Vienna Asset Management LLC 4.80% Add +3.3% 15,666 $7.1M
Pegasus Asset Management, Inc. 2.68% Reduce -0.5% 15,656 $7.1M
E Fund Management Co., Ltd. 0.36% Add +63.2% 15,646 $7.1M
Heritage Trust Co 0.83% — 15,641 $7.1M
WASHINGTON TRUST Co 0.25% Add +10.9% 15,557 $7.1M
Cross Staff Investments Inc 4.91% No change 15,539 $7.0M
Cardiff Park Advisors, LLC 0.67% Add +12.9% 15,537 $7.0M
Blue Zone Wealth Advisors, LLC 2.03% Add +1.7% 15,513 $7.0M
Tudor Investment Corporation 0.07% New 15,477 $7.0M
Blue Fin Capital, Inc. 1.29% Reduce -0.9% 15,466 $7.0M
Apexium Financial, LP 0.43% Add +2.1% 15,457 $7.0M
Avantax Planning Partners, Inc. 0.25% Reduce -4.4% 15,449 $7.0M
GPS Wealth Strategies Group, LLC 0.90% Reduce -8.5% 15,437 $7.0M
Udine Wealth Management, Inc. 4.49% Add +9.7% 15,422 $7.0M
CIBC Capital Markets (Europe) S.A. 9.57% — 15,400 $7.0M
Knuff & Co LLC 2.12% Add +0.9% 15,382 $7.0M
CJM Wealth Advisers, Ltd. 2.35% Add +0.3% 15,367 $7.0M
Manhattan West Asset Management, LLC 1.88% Add +4.3% 15,360 $7.0M
Global Endowment Management, LP 0.89% No change 15,357 $7.0M
Clayton Partners LLC 4.81% Reduce -0.6% 15,345 $7.0M
SWAN Capital LLC 3.39% Reduce -17.3% 15,340 $7.0M
Granite Bay Wealth Management, LLC 2.57% Add +4.2% 15,278 $6.9M
Akre Capital Management 0.06% No change 15,274 $6.9M
Strategic Planning Group, LLC 1.27% Add +2.9% 15,204 $6.9M
TD Private Client Wealth LLC 0.19% Add +1.3% 15,163 $6.9M
Independent Investors Inc. 1.36% No change 15,137 $6.9M
Anb Bank 3.01% — 15,132 $6.9M
Pointe Capital Management LLC 3.94% Add +2.2% 15,131 $6.9M
Icon Wealth Advisors, LLC 0.56% Reduce -4.3% 15,081 $6.8M
First Heartland Consultants, Inc. 0.70% Add +22.4% 15,051 $6.8M
Analyst IMS Investment Management Services Ltd. 0.25% Add +36.3% 15,021 $6.8M
Atlanta Consulting Group Advisors, LLC 2.51% Reduce -4.1% 15,020 $6.8M
Birnam Oak Advisors, LP 3.35% — 15,000 $6.8M
Stiles Financial Services Inc 2.46% Add +0.2% 14,997 $6.8M
Boston Partners 0.01% Reduce -16.8% 14,965 $6.8M
GTS Securities LLC 0.33% Add +23.6% 14,937 $6.8M
Meridian Wealth Advisors, LLC 1.11% New 14,899 $6.8M
Mason & Associates Inc 1.59% Add +22.1% 14,865 $6.7M
Siemens Fonds Invest GmbH 0.71% Add +4.0% 14,899 $6.7M
Evergreen Wealth Management, LLC 3.97% Add +7.2% 14,837 $6.7M
San Luis Wealth Advisors LLC 1.27% Add +40.3% 14,824 $6.7M
Wendell David Associates Inc. 0.66% Add +0.1% 14,800 $6.7M
Frank, Rimerman Advisors LLC 0.48% Reduce -7.9% 14,729 $6.7M
SMART Wealth LLC 2.37% Add +27.4% 14,682 $6.7M
Ascentis Independent Advisors 1.27% Reduce -2.4% 14,671 $6.7M
Csenge Advisory Group 0.36% Add +3.6% 14,640 $6.6M
Eaton Financial Holdings Company, LLC 2.56% Add +1.3% 14,639 $6.6M
Centered Wealth LLC dba Miller Equity Capital Advisors 2.53% No change 14,630 $6.6M
D L Carlson Investment Group Inc. 1.18% Reduce -9.1% 14,611 $6.6M
Fielder Capital Group LLC 2.06% Add +4.0% 14,588 $6.6M
Creegan & Nassoura Financial Group, LLC 4.44% Reduce -3.1% 14,570 $6.6M
RPg Family Wealth Advisory, LLC 2.33% Reduce -0.4% 14,556 $6.6M
North Star Investment Management Corp. 0.46% Add +0.0% 14,553 $6.6M
Apriem Advisors 0.76% Reduce -0.4% 14,542 $6.6M
Correct Capital Wealth Management 1.31% Add +0.0% 14,542 $6.6M
Xcel Wealth Management, LLC 1.84% Add +0.1% 14,537 $6.6M
Old National Bancorp 0.16% Reduce -5.5% 14,532 $6.6M
Hantz Financial Services, Inc. 0.11% Add +137.5% 14,518 $6.6M
TRUE Private Wealth Advisors 0.80% Reduce -0.9% 14,511 $6.6M
Sky Investment Group LLC 1.24% Add +2.7% 14,511 $6.6M
Spirepoint Private Client, LLC 0.82% Add +9.1% 14,509 $6.6M
Arlington Partners LLC 2.55% No change 14,471 $6.6M
Arrow Financial Corp 0.62% Reduce -0.8% 14,459 $6.6M
Pinnacle Bancorp, Inc. 2.12% Reduce -4.9% 14,411 $6.5M
LM Advisors LLC 1.18% Add +0.6% 14,410 $6.5M
AllGen Financial Advisors, Inc. 2.19% Reduce -3.2% 14,376 $6.5M
Lake Street Private Wealth, LLC 1.05% Add +4.0% 14,368 $6.5M
Ashburton (Jersey) Ltd 2.87% Reduce -63.8% 14,342 $6.5M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.98% Reduce -2.0% 14,299 $6.5M
Center for Financial Planning, Inc. 0.86% Add +8.0% 14,283 $6.5M
Genesee Capital Advisors, LLC 3.01% Reduce -0.2% 14,272 $6.5M
Colonial Trust Co / SC 0.96% Add +9.1% 14,228 $6.4M
Aviso Financial Inc. 0.33% Add +8.3% 14,225 $6.4M
Biltmore Family Office, LLC 1.08% Add +1.7% 14,221 $6.4M
Rahlfs Capital, LLC 6.38% — 14,212 $6.4M
Financial Engines Advisors L.L.C. 0.01% Add +33.9% 14,167 $6.4M
Appleton Partners Inc. 0.47% Reduce -0.7% 14,164 $6.4M
Duncan Williams Asset Management, LLC 2.52% Add +1213.8% 14,097 $6.4M
Thomas Story & Son LLC 2.68% Reduce -1.0% 14,093 $6.4M
Sonata Capital Group Inc. 2.64% Add +0.8% 14,090 $6.4M
Strong Tower Advisory Services 1.67% Add +3.6% 14,088 $6.4M
Lineweaver Wealth Advisors, LLC 1.18% Add +7.9% 14,056 $6.4M
Signet Investment Advisory Group, Inc. 3.25% Add +0.5% 14,061 $6.4M
LVW Advisors, LLC 0.78% Reduce -2.2% 14,051 $6.4M
Chapman Financial Group, LLC 5.10% — 14,046 $6.4M
SageView Advisory Group, LLC 0.27% Add +35.7% 13,965 $6.3M
Tower Bridge Advisors 0.68% No change 13,956 $6.3M
Strategic Advisors LLC 1.14% Add +12.9% 13,955 $6.3M
Samjo Management, LLC 2.38% Add +7.0% 13,945 $6.3M
Trinity Legacy Partners, LLC 1.63% Add +3.0% 13,942 $6.3M
CVA Family Office, LLC 1.00% Add +1.8% 13,909 $6.3M
Bellwether Advisors, LLC 1.13% Add +0.1% 13,907 $6.3M
Generali Investments CEE, investicni spolecnost, a.s. 0.65% — 13,875 $6.3M
Azimuth Capital Investment Management LLC 0.24% Reduce -3.1% 13,867 $6.3M
RK Asset Management, LLC 5.13% Reduce -4.0% 13,853 $6.3M
Carson Advisory Inc. 4.36% Reduce -1.2% 13,846 $6.3M
4J Wealth Management LLC 5.08% Reduce -3.4% 13,845 $6.3M
Compton Wealth Advisory Group, LLC 1.62% Add +3.8% 13,822 $6.3M
Angeles Wealth Management, LLC 0.52% Add +29.2% 13,791 $6.3M
Waddell & Associates, LLC 0.64% Add +12.8% 13,772 $6.2M
Quantum Capital Management, LLC / NJ 0.67% Add +0.7% 13,757 $6.2M
Platform Technology Partners 1.89% Reduce -2.8% 13,743 $6.2M
Smartleaf Asset Management LLC 0.63% Add +33.7% 13,748 $6.2M
Security National Bank of Sioux City Iowa 4.35% Reduce -0.3% 13,705 $6.2M
Brady Family Wealth, LLC 1.90% Reduce -3.5% 13,669 $6.2M
Burling Wealth Partners, LLC 1.26% — 13,658 $6.2M
Ashton Thomas Securities, LLC 1.70% Add +4.4% 13,645 $6.2M
Capital Advisors Wealth Management, LLC 1.10% Add +0.8% 13,652 $6.2M
Schmidt P J Investment Management Inc. 1.07% Reduce -0.3% 13,593 $6.2M
Signature Estate & Investment Advisors LLC 0.15% Add +1.4% 13,592 $6.2M
Paradigm Capital Management, LLC 5.83% Add +0.1% 13,564 $6.1M
Patten Group, Inc. 1.36% Reduce -0.1% 13,550 $6.1M
Muirfield Wealth Advisors LLC 5.06% Reduce -2.1% 13,533 $6.1M
Royce & Associates LP 0.06% No change 13,500 $6.1M
Diversify Wealth Management, LLC 0.48% Add +28.2% 13,815 $6.1M
Oldfather Financial Services, LLC 2.33% No change 13,472 $6.1M
MSH Capital Advisors LLC 1.92% Reduce -2.8% 13,470 $6.1M
MOKAN Wealth Management Inc. 3.88% — 13,458 $6.1M
Howard Financial Services, LTD. 0.83% Add +6.6% 13,401 $6.1M
Private Trust Co. NA 0.62% Reduce -2.9% 13,395 $6.1M
First Command Advisory Services, Inc. 0.06% Reduce -0.9% 13,386 $6.1M
Cardinal Point Capital Management ULC 0.96% Reduce -1.6% 13,346 $6.0M
Trivium Point Advisory, LLC 0.76% Add +7.6% 13,307 $6.0M
Cloverfields Capital Group, LP 1.94% Reduce -0.7% 13,288 $6.0M
Van Hulzen Asset Management, LLC 0.44% Reduce -0.0% 13,252 $6.0M
Diligent Investors, LLC 1.38% Reduce -1.6% 13,235 $6.0M
City State Bank 2.12% Add +11.1% 13,229 $6.0M
Cozad Asset Management Inc. 0.56% Add +10.4% 13,225 $6.0M
M Holdings Securities, Inc. 0.97% Add +0.0% 13,220 $6.0M
Delta Asset Management LLC 0.54% Reduce -0.3% 13,191 $6.0M
Leuthold Group, LLC 0.72% Reduce -4.0% 13,189 $6.0M
Olstein Capital Management, L.P. 1.04% Add +8.3% 13,100 $5.9M
S&T Bank 1.89% Reduce -11.0% 13,097 $5.9M
Apollon Financial, LLC 1.48% Add +3.9% 13,081 $5.9M
Confluence Wealth Services, Inc. 0.39% Add +5.0% 12,875 $5.9M
Fullcircle Wealth LLC 2.42% Reduce -1.8% 12,305 $5.9M
GeoWealth Management, LLC 0.19% Add +9.4% 13,019 $5.9M
Parkside Financial Bank & Trust 0.78% Add +3.5% 12,996 $5.9M
Stelac Advisory Services LLC 2.30% Add +0.0% 12,981 $5.9M
Lynch & Associates 1.28% Add +0.1% 12,967 $5.9M
Inlight Wealth Management, LLC 3.39% — 12,934 $5.9M
Nvest Financial, LLC 2.98% Reduce -1.4% 12,932 $5.9M
Galilei Investment Office LLP 2.96% — 12,920 $5.9M
FORA Capital, LLC 0.67% Add +66.7% 12,911 $5.9M
Dagco, Inc. 1.94% Add +2.1% 12,901 $5.8M
Wambolt & Associates, LLC 1.88% Reduce -18.1% 12,900 $5.8M
NJ State Employees Deferred Compensation Plan 0.71% No change 12,900 $5.8M
Pine Valley Investments Ltd Liability Co 0.38% Add +3.5% 12,895 $5.8M
Dale Q Rice Investment Management Ltd 2.57% — 12,882 $5.8M
TFC Financial Management, Inc. 0.92% Reduce -2.9% 12,871 $5.8M
Uncommon Cents Investing LLC 1.74% Reduce -1.6% 12,866 $5.8M
Granite Investment Partners, LLC 0.25% No change 12,819 $5.8M
Cornerstone Wealth Management, LLC 0.39% Add +3.1% 12,805 $5.8M
Southland Equity Partners LLC 1.35% Add +4.6% 12,784 $5.8M
American Investment Services, Inc. 1.02% Add +0.1% 12,774 $5.8M
Forbes J M & Co. LLP 0.56% Add +2.6% 12,722 $5.8M
Bragg Financial Advisors, Inc 0.23% Reduce -3.7% 12,720 $5.8M
Plante Moran Financial Advisors, LLC 0.48% Reduce -10.6% 12,717 $5.8M
Dodge & Cox 0.00% No change 12,703 $5.8M
Norden Group LLC 0.65% Add +4.4% 12,702 $5.8M
Core Wealth Partners LLC 3.29% Add +2.3% 12,681 $5.7M
Autumn Glory Partners, LLC 2.81% Reduce -32.0% 12,619 $5.7M
Hodges Capital Management Inc. 0.34% Reduce -0.4% 12,569 $5.7M
Matrix Asset Advisors Inc. 0.62% Add +353.0% 12,567 $5.7M
Martin & Co. Inc. 1.41% Reduce -4.2% 12,563 $5.7M
Weiss Asset Management LP 0.18% New 12,534 $5.7M
StoneX Group Inc. 0.31% Add +10.4% 12,519 $5.7M
Conway Capital Management, Inc. 2.51% Add +29.2% 12,515 $5.7M
Magnus Financial Group LLC 0.55% Reduce -0.3% 12,512 $5.7M
Ransom Advisory, Ltd 2.61% Reduce -0.4% 12,509 $5.7M
Intrepid Capital Management Inc. 3.57% Add +4.4% 12,499 $5.7M
WNY Asset Management, LLC 0.70% Add +0.3% 12,495 $5.7M
Smith Asset Management Co., LLC 5.52% — 12,493 $5.7M
Jacobs & Co. 0.58% Reduce -0.8% 12,492 $5.7M
Gratus Wealth Advisors, LLC 0.90% No change 12,403 $5.6M
Hyperion Capital Advisors LP 2.89% No change 12,402 $5.6M
Goodman Advisory Group, LLC 1.65% Add +3.2% 12,352 $5.6M
Garrett Wealth Advisory Group, LLC 1.27% Add +5.2% 12,327 $5.6M
Y.D. More Investments Ltd 0.50% Reduce -6.3% 12,290 $5.6M
Harbour Investment Management LLC 2.44% No change 12,277 $5.6M
Pinion Investment Advisors, LLC 2.21% Reduce -6.7% 12,254 $5.6M
Pilgrim Partners Asia Pte Ltd 4.83% — 12,250 $5.6M
CPC Advisors, LLC 0.76% Add +4.3% 12,243 $5.5M
Ellsworth Advisors, LLC 1.45% Add +15.2% 12,214 $5.5M
Pacific Sun Financial Corp 3.02% Add +1.4% 12,214 $5.5M
Canton Hathaway, LLC 1.38% Reduce -2.0% 12,199 $5.5M
Advisors Asset Management, Inc. 0.10% Add +3.4% 12,193 $5.5M
Permanens Capital L.P. 1.05% No change 12,151 $5.5M
New Hampshire Trust 1.16% Reduce -1.3% 12,147 $5.5M
Stonebridge Capital Management Inc. 2.25% Reduce -2.0% 12,129 $5.5M
Womack Financial LLC 4.88% — 12,127 $5.5M
Archford Capital Strategies, LLC 0.83% Add +2.9% 12,126 $5.5M
LMG Wealth Partners, LLC 1.20% Add +0.1% 12,121 $5.5M
Capital Wealth Alliance, LLC 3.11% Add +16.0% 12,107 $5.5M
Slow Capital, Inc. 0.78% Reduce -9.8% 12,101 $5.5M
Earned Wealth Advisors, LLC 1.75% Add +1.6% 12,092 $5.5M
Capital City Trust Co. 1.37% Add +0.0% 12,085 $5.5M
Cornell Pochily Investment Advisors, Inc. 1.91% Reduce -1.6% 12,081 $5.5M
Bonfire Financial 4.92% — 11,987 $5.4M
Chase Investment Counsel Corp. 1.75% Reduce -1.3% 11,988 $5.4M
Aire Advisors, LLC 1.12% Reduce -3.5% 11,983 $5.4M
CLG LLC 1.94% — 11,977 $5.4M
Union Heritage Capital, LLC 2.00% No change 11,916 $5.4M
Hedeker Wealth, LLC 1.34% Reduce -0.1% 11,916 $5.4M
Alberta Investment Management Corp 0.04% Reduce -4.8% 11,900 $5.4M
SGL Investment Advisors, Inc. 2.76% Add +3.0% 11,425 $5.4M
Marathon Capital Management 1.36% Add +0.4% 11,888 $5.4M
Whitener Capital Management, Inc. 1.50% Reduce -2.1% 11,835 $5.4M
Conning Inc. 0.20% Reduce -4.7% 11,829 $5.4M
Journey Strategic Wealth LLC 0.20% Add +4.1% 11,807 $5.4M
Hilltop National Bank 1.61% Add +1.9% 11,789 $5.3M
James Investment Research, Inc. 0.63% Reduce -2.6% 11,730 $5.3M
Denali Advisors LLC 0.56% Add +4.5% 11,710 $5.3M
Bellecapital International Ltd. 0.95% Add +1.6% 11,689 $5.3M
Weil Company, Inc. 1.83% Reduce -41.6% 11,674 $5.3M
Strategic Wealth Partners, Ltd. 0.44% Reduce -1.7% 11,005 $5.3M
Heritage Investment Group, Inc. 0.99% Add +129.7% 6,133 $5.3M
Hancock Whitney Corp. 0.17% Reduce -1.6% 11,638 $5.3M
Scott & Selber, Inc. 1.59% Reduce -2.6% 11,634 $5.3M
Sierra Legacy Group 4.85% — 11,627 $5.3M
Sivia Capital Partners, LLC 2.62% Add +0.1% 11,619 $5.3M
Merrion Investment Management Co, LLC 3.66% Reduce -3.3% 11,594 $5.3M
Atlas Capital Advisors Inc. 0.67% Reduce -7.3% 11,591 $5.3M
Resolute Wealth Strategies, LLC 2.70% Reduce -0.3% 11,581 $5.2M
Blume Capital Management, Inc. 1.18% Reduce -1.3% 11,545 $5.2M
Resurgent Financial Advisors LLC 3.09% Add +19.9% 11,521 $5.2M
Fortis Capital Management LLC 0.97% Add +87.2% 11,519 $5.2M
Avalon Capital Management 1.69% Reduce -19.6% 11,518 $5.2M
Horan Capital Advisors, LLC. 1.76% Reduce -9.3% 11,507 $5.2M
FSB Premier Wealth Management, Inc. 2.09% Add +13.2% 11,488 $5.2M
Hillcrest Wealth Advisors - NY, LLC 2.47% Reduce -4.2% 11,486 $5.2M
Reynders McVeigh Capital Management, LLC 0.27% Reduce -1.9% 11,466 $5.2M
Central Pacific Bank - Trust Division 0.71% No change 11,455 $5.2M
BigSur Wealth Management LLC 1.48% Reduce -11.3% 11,440 $5.2M
Eagle Capital Management, LLC 2.08% Add +0.6% 11,396 $5.2M
Trust Co of the South 1.05% Reduce -2.1% 11,374 $5.2M
First National Bank Sioux Falls 2.20% Reduce -0.1% 11,371 $5.2M
First Eagle Investment Management, LLC 0.01% Add +36.8% 11,356 $5.1M
Fiera Capital Corp 0.02% No change 11,349 $5.1M
Compass Ion Advisors, LLC 0.61% Add +0.3% 11,321 $5.1M
R.H. Investment Group, LLC 4.83% — 11,301 $5.1M
Concentrum Wealth Management 1.80% Add +17.3% 11,264 $5.1M
Bravias Capital Group, LLC 4.14% — 10,885 $5.1M
Supplemental Annuity Collective Trust of NJ 1.50% No change 11,250 $5.1M
Northwest Wealth Management, LLC 1.08% Add +0.2% 11,250 $5.1M
McAlister, Sweet & Associates, Inc. 3.62% Add +2.1% 11,239 $5.1M
Good Life Advisors, LLC 0.37% Add +5.7% 11,238 $5.1M
Avaii Wealth Management, LLC 2.50% Add +0.3% 11,196 $5.1M
Basepoint Wealth LLC 4.04% Reduce -2.4% 11,195 $5.1M
Vickerman Investment Advisors, Inc. 1.38% Reduce -4.3% 11,193 $5.1M
Dash Acquisitions Inc. 1.08% Add +1.1% 10,795 $5.1M
Nixon Peabody Trust Co. 0.42% Add +5.0% 11,192 $5.1M
MBL Wealth, LLC 0.51% Add +7.4% 11,177 $5.1M
Bernard Wealth Management Corp. 2.38% — 11,174 $5.1M
Criterion Capital Advisors, LLC 3.18% No change 12,408 $5.0M
Flagstone Financial Management 1.67% Reduce -2.3% 11,100 $5.0M
Capital Investment Advisory Services, LLC 0.48% Reduce -3.0% 11,097 $5.0M
Ballast Advisors LLC 1.55% Add +0.4% 11,091 $5.0M
Stenger Family Office, LLC 1.71% — 11,074 $5.0M
J. W. Coons Advisors, LLC 1.29% Reduce -0.0% 11,073 $5.0M
Webster Bank, N. A. 0.54% Reduce -0.6% 11,072 $5.0M
Sloy Dahl & Holst, LLC 0.64% Reduce -0.4% 11,053 $5.0M
Harfst & Associates, Inc. 1.04% Reduce -0.6% 11,043 $5.0M
Leibman Financial Services, Inc. 3.65% Reduce -4.3% 11,040 $5.0M
Osprey Private Wealth LLC 3.49% Add +0.2% 11,025 $5.0M
Fischer Financial Services, Inc. 1.57% — 11,025 $5.0M
Griffin Asset Management, Inc. 0.59% Reduce -0.2% 11,009 $5.0M
Madison Park Capital Advisors, LLC 3.98% Reduce -10.7% 11,003 $5.0M
Bislett Management, LLC 3.53% No change 11,000 $5.0M
Priebe Wealth Holdings LLC 3.37% Reduce -2.0% 10,973 $5.0M
Cape Cod Five Cents Savings Bank 0.44% No change 10,799 $5.0M
Curtis Advisory Group, LLC 1.31% Reduce -0.1% 10,960 $5.0M
Simplicity Wealth,LLC 1.04% Reduce -22.0% 10,955 $5.0M
Oak Family Advisors, LLC 1.94% Reduce -0.8% 10,937 $5.0M
HCR Wealth Advisors 0.62% Reduce -0.4% 10,890 $4.9M
AIMZ Investment Advisors, LLC 1.71% No change 10,877 $4.9M
Compass Financial Group, INC 0.93% Add +12.6% 10,866 $4.9M
Main Street Financial Solutions, LLC 0.49% Reduce -46.0% 10,865 $4.9M
Gallacher Capital Management LLC 2.44% Reduce -0.1% 10,859 $4.9M
NavPoint Financial, Inc. 3.89% Add +0.7% 10,855 $4.9M
AdvisorNet Financial, Inc 0.41% Reduce -7.3% 10,852 $4.9M
McIlrath & Eck, LLC 0.63% Add +0.4% 10,846 $4.9M
Quotient Wealth Partners, LLC 0.16% Reduce -0.8% 10,843 $4.9M
Legacy Financial Group LLC 0.79% Add +2.2% 10,823 $4.9M
Baker Tilly Wealth Management, LLC 1.92% Add +32.3% 10,818 $4.9M
Soltis Investment Advisors LLC 0.45% Add +1.6% 10,749 $4.9M
Tiller Private Wealth, Inc. 2.06% Reduce -1.0% 10,737 $4.9M
Certuity, LLC 0.53% Add +8.1% 10,736 $4.9M
Formidable Asset Management, LLC 0.80% Reduce -0.8% 10,735 $4.9M
CRA Financial Services, LLC 0.83% Reduce -0.8% 10,731 $4.9M
Marks Group Wealth Management, Inc 0.48% Add +0.9% 10,726 $4.9M
Essex Bank 1.20% Add +3.3% 10,723 $4.9M
Acropolis Investment Management, LLC 0.29% Add +3.1% 10,705 $4.9M
Sepio Capital, LP 0.39% Reduce -8.0% 10,698 $4.8M
Clare Market Investments LLC 1.15% Reduce -1.2% 10,696 $4.8M
Concord Wealth Partners 0.79% Reduce -1.2% 10,691 $4.8M
Ausdal Financial Partners, Inc. 0.42% Add +23.1% 10,689 $4.8M
Capstone Wealth Management Group LLC 3.68% — 10,684 $4.8M
Nova R Wealth, Inc. 2.44% Reduce -0.4% 10,677 $4.8M
Allred Capital Management, LLC 1.87% Reduce -0.6% 10,671 $4.8M
Savvy Advisors, Inc. 0.58% Add +76.3% 10,671 $4.8M
Keel Point, LLC 0.39% Add +6.0% 10,659 $4.8M
X-Square Capital, LLC 1.99% Reduce -0.3% 10,658 $4.8M
HTLF Bank 0.55% Reduce -0.8% 10,648 $4.8M
Highline Wealth Partners LLC 1.58% Add +9.1% 10,633 $4.8M
Delta Financial Advisors LLC 1.79% Add +0.3% 10,623 $4.8M
Everhart Financial Group, Inc. 0.99% Add +3.9% 10,619 $4.8M
Millstone Evans Group, LLC 3.28% — 10,613 $4.8M
NorthCrest Asset Manangement, LLC 0.14% Reduce -6.6% 10,599 $4.8M
Sava Infond d.o.o. 0.85% — 10,590 $4.8M
MIdWestOne Financial Group, Inc. 0.67% Reduce -1.6% 10,579 $4.8M
QV Investors Inc. 0.49% Reduce -1.9% 10,576 $4.8M
Van Cleef Asset Management,Inc 0.53% No change 10,569 $4.8M
Schonfeld Strategic Advisors LLC 0.03% Reduce -71.2% 10,554 $4.8M
Symphony Financial, Ltd. Co. 0.75% Reduce -14.4% 10,214 $4.8M
Legacy Financial Strategies, LLC 1.03% Reduce -0.3% 10,586 $4.8M
Erste Asset Management GmbH 0.06% Reduce -10.9% 10,400 $4.8M
Artemis Wealth Advisors, LLC 0.76% Add +64.1% 10,492 $4.8M
Vest Financial, LLC 0.08% Add +24.1% 10,492 $4.8M
Wescott Financial Advisory Group, LLC 0.49% Add +1.7% 10,476 $4.7M
Institute for Wealth Management, LLC. 0.60% Reduce -1.9% 10,475 $4.7M
Susquehanna Fundamental Investments, LLC 0.08% — 10,463 $4.7M
Baker Avenue Asset Management, LP 0.15% Add +6.7% 10,456 $4.7M
Sumitomo Life Insurance Co. 0.09% Reduce -2.3% 10,452 $4.7M
Horizon Family Wealth, Inc. 3.15% Add +311.8% 10,446 $4.7M
Mirabella Financial Services LLP 0.45% New 10,445 $4.7M
Algert Global LLC 0.11% Add +8.7% 10,436 $4.7M
Parisi Gray Wealth Management 1.50% Add +0.4% 10,421 $4.7M
Birch Financial Group, LLC 5.31% — 10,418 $4.7M
First Citizens Financial Corp 2.56% Add +0.3% 10,406 $4.7M
Eisler Capital Management Ltd. 0.16% — 10,467 $4.7M
Calamos Wealth Management LLC 0.24% Add +0.6% 10,387 $4.7M
Tilia Fiduciary Partners, Inc. 3.21% Reduce -4.0% 10,384 $4.7M
Rossmore Private Capital 0.58% Add +0.9% 10,383 $4.7M
Trust Co 0.54% Add +1.2% 10,373 $4.7M
Dudley Capital Management, LLC 2.41% Reduce -0.9% 10,363 $4.7M
Woodard & Co. Asset Management Group Inc. 1.01% Add +8.3% 10,323 $4.7M
Heartland Advisors Inc. 0.25% Reduce -2.6% 10,311 $4.7M
Alexander Labrunerie & Co., Inc. 2.09% Add +1.1% 10,303 $4.7M
Focused Wealth Management, Inc 0.63% Reduce -1.4% 10,302 $4.7M
Cypress Wealth Services, LLC 0.94% Add +2.9% 10,290 $4.7M
Balefire, LLC 1.59% Reduce -7.9% 10,302 $4.6M
Johnson Bixby & Associates, LLC 0.71% Add +3.5% 10,241 $4.6M
Compass Capital Corp. /Ma/ 1.81% — 10,167 $4.6M
First City Capital Management, Inc. 2.47% Reduce -0.0% 10,237 $4.6M
GS Investments, Inc. 2.10% Reduce -5.0% 10,232 $4.6M
Brooklyn Investment Group 1.38% Add +4.7% 10,230 $4.6M
Waters Parkerson & Co., LLC 0.24% Add +14.9% 10,230 $4.6M
Financially Speaking Inc 3.15% — 10,220 $4.6M
National Wealth Management Group, LLC 3.08% Add +9.9% 10,209 $4.6M
CFM Wealth Partners LLC 0.78% Add +2.1% 10,205 $4.6M
LBMC Investment Advisors, LLC 0.36% No change 10,201 $4.6M
Regent Peak Wealth Advisors LLC 1.04% Add +1.4% 10,194 $4.6M
Global Assets Advisory, LLC 2.55% Reduce -1.8% 10,239 $4.6M
Executive Wealth Management, LLC 0.36% Add +0.1% 10,185 $4.6M
BWM Planning, LLC 2.01% No change 10,167 $4.6M
Truepoint, Inc. 0.12% Add +0.4% 5,656 $4.6M
Canvas Wealth Advisors, LLC 1.16% Add +1.6% 10,152 $4.6M
Tiemann Investment Advisors, LLC 2.05% Reduce -2.8% 10,150 $4.6M
Marino, Stram & Associates LLC 1.02% Add +2.4% 10,139 $4.6M
EagleClaw Capital Managment, LLC 0.73% Add +7.3% 10,125 $4.6M
Advisory Alpha, LLC 0.16% Reduce -3.8% 10,104 $4.6M
Courier Capital LLC 0.31% Add +111.1% 10,055 $4.6M
Silver Oak Securities, Incorporated 0.42% Add +12.8% 10,079 $4.6M
Tru Independence Asset Management 2, LLC 3.79% Add +1.9% 10,038 $4.6M
Vestmark Advisory Solutions, Inc. 0.16% Add +1.7% 10,037 $4.5M
Beacon Investment Advisory Services, Inc. 0.20% Reduce -0.4% 10,031 $4.5M
Investment Management Associates Inc. 1.99% Reduce -1.2% 10,029 $4.5M
Professional Financial Advisors, LLC 1.16% Add +1.5% 10,010 $4.5M
Cohen & Steers, Inc. 0.01% Reduce -4.8% 10,007 $4.5M
Godshalk Welsh Capital Management, Inc. 2.93% Reduce -1.5% 10,003 $4.5M
Sax Wealth Advisors, LLC 0.35% New 9,986 $4.5M
Bill Few Associates, Inc. 1.59% Reduce -0.5% 9,979 $4.5M
Hixon Zuercher, LLC 1.74% Reduce -2.4% 9,978 $4.5M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.91% Add +13.0% 9,974 $4.5M
Washington Trust Bank 0.43% Reduce -2.0% 9,973 $4.5M
Personal Cfo Solutions, LLC 0.89% Add +2.1% 9,966 $4.5M
Quadcap Wealth Management, LLC 0.66% Add +3.4% 9,950 $4.5M
L. Roy Papp & Associates, LLP 0.53% No change 9,940 $4.5M
Seamount Financial Group Inc. 3.11% Reduce -2.6% 9,921 $4.5M
Bull Street Advisors, LLC 2.16% No change 9,903 $4.5M
Lathrop Investment Management Co. 0.85% Reduce -0.1% 9,888 $4.5M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.08% Add +98.0% 9,892 $4.5M
RFG - Bristol Wealth Advisors, LLC 1.47% — 9,877 $4.5M
Ostrum Asset Management 0.39% Add +27.5% 9,871 $4.5M
Family Manage LLC 0.72% Add +3.2% 9,869 $4.5M
Wolf Group Capital Advisors 2.16% No change 13,085 $4.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.36% Add +4.1% 9,810 $4.4M
Stonehage Fleming Financial Services Holdings Ltd 0.12% Reduce -1.8% 9,808 $4.4M
J. Stern & Co. LLP 0.42% No change 9,755 $4.4M
Ibex Wealth Advisors 0.52% New 9,749 $4.4M
Sonora Investment Management Group, LLC 0.34% Add +5.5% 9,747 $4.4M
Balboa Wealth Partners 1.01% Add +10.3% 9,735 $4.4M
Jackson Wealth Management, LLC 0.50% Add +2.0% 9,729 $4.4M
Napatree Capital LLC 2.59% Reduce -12.5% 9,728 $4.4M
Epiq Partners, LLC 2.49% Reduce -8.5% 9,727 $4.4M
Lantz Financial LLC 1.17% Add +1.6% 9,720 $4.4M
Garden State Investment Advisory Services LLC 1.35% Add +1.2% 9,716 $4.4M
Avitas Wealth Management LLC 0.61% Add +0.7% 9,690 $4.4M
SignalPoint Asset Management, LLC 1.07% Add +1.4% 9,684 $4.4M
Wintrust Investments LLC 3.86% Reduce -5.9% 9,678 $4.4M
SRH Advisors, LLC 1.30% Reduce -1.7% 9,662 $4.4M
Mengis Capital Management, Inc. 0.90% Reduce -2.0% 9,655 $4.4M
Nvwm, LLC 1.10% Reduce -1.3% 9,648 $4.4M
Morse Asset Management, Inc 1.01% Add +9.2% 9,632 $4.4M
Concord Asset Management, LLC 0.96% Add +0.7% 9,628 $4.4M
XXEC, Inc. 3.62% Reduce -16.3% 9,626 $4.4M
Rede Wealth, LLC 1.67% Add +15.2% 9,621 $4.4M
Taylor Financial Group, Inc. 3.01% No change 9,593 $4.3M
Auto-Owners Insurance Co 0.10% No change 9,580 $4.3M
Catalyst Financial Partners LLC 0.82% Add +2.0% 9,579 $4.3M
Red Mountain Financial, LLC 4.67% Reduce -2.8% 9,574 $4.3M
Islay Capital Management, LLC 3.04% Reduce -2.5% 9,570 $4.3M
Roman Butler Fullerton & Co. 1.38% Add +2.6% 9,135 $4.3M
TrinityPoint Wealth, LLC 0.61% Reduce -2.6% 9,560 $4.3M
R.H. Dinel Investment Counsel, Inc. 2.89% No change 9,550 $4.3M
IMS Capital Management 2.01% Add +0.9% 9,541 $4.3M
NorthStar Asset Management LLC 2.74% Reduce -1.0% 9,505 $4.3M
JSF Financial, LLC 1.15% Reduce -2.4% 9,482 $4.3M
Optiver Holding B.V. 0.14% Add +1595.7% 9,445 $4.3M
Modus Advisors, LLC 1.34% Reduce -0.8% 9,443 $4.3M
American Money Management, LLC 0.83% Reduce -1.8% 9,428 $4.3M
Wealth Alliance Advisory Group, LLC 0.90% Reduce -0.7% 9,427 $4.3M
Oakworth Capital, Inc. 0.29% Reduce -0.6% 9,424 $4.3M
Meiji Yasuda Life Insurance Co 0.08% Add +6.9% 9,420 $4.3M
B&D White Capital Company, LLC 0.72% Add +18.8% 9,417 $4.3M
Brandywine Oak Private Wealth LLC 0.42% Reduce -2.1% 9,414 $4.3M
J. Safra Sarasin Holding AG 0.07% Add +106.5% 9,428 $4.3M
Searle & Co. 1.23% New 9,389 $4.3M
Klingman & Associates, LLC 0.27% Add +0.3% 9,375 $4.2M
Schnieders Capital Management LLC 0.85% Reduce -0.2% 9,353 $4.2M
Brown, Lisle/Cummings, Inc. 1.26% Reduce -2.4% 9,313 $4.2M
DORCHESTER WEALTH MANAGEMENT Co 0.84% Reduce -0.9% 9,298 $4.2M
Pine Haven Investment Counsel, Inc 3.46% Reduce -2.2% 9,284 $4.2M
Semmax Financial Advisors Inc. 1.12% Add +5.6% 8,753 $4.2M
Drucker Wealth 3.0, LLC 0.97% Reduce -7.3% 9,272 $4.2M
First National Advisers, LLC 0.68% Reduce -8.7% 9,257 $4.2M
Pinkerton Wealth, LLC 0.61% Reduce -1.5% 9,225 $4.2M
Capasso Planning Partners LLC 1.67% Reduce -23.7% 9,195 $4.2M
Skyline Advisors, Inc. 1.62% Reduce -2.5% 9,194 $4.2M
Sage Advisors, LLC 3.11% Add +3.3% 9,193 $4.2M
Lodestar Private Asset Management LLC 0.52% Reduce -2.0% 9,179 $4.2M
Meridian Investment Counsel Inc. 1.24% Add +20.0% 9,159 $4.2M
NTV Asset Management LLC 0.55% Add +5.9% 9,156 $4.2M
Alpha Omega Wealth Management LLC 0.79% Reduce -0.1% 9,150 $4.1M
Bluespring Wealth Management, LLC 0.42% Reduce -12.0% 9,129 $4.1M
Garde Capital, Inc. 0.27% Reduce -1.8% 9,124 $4.1M
Adirondack Trust Co. 1.58% Reduce -0.4% 9,119 $4.1M
Smith, Moore & Co. 0.38% Reduce -4.3% 9,099 $4.1M
Herbst Group, LLC 2.57% Reduce -4.4% 9,096 $4.1M
Rockingstone Advisors LLC 1.82% Reduce -9.4% 9,079 $4.1M
180 Wealth Advisors, LLC 0.64% Add +1.6% 9,074 $4.1M
Valley National Advisers Inc. 0.74% Reduce -3.7% 9,069 $4.1M
Phoenix Wealth Advisors 1.78% Reduce -1.6% 9,067 $4.1M
LPWM LLC 1.32% Reduce -0.6% 9,060 $4.1M
Marcum Wealth, LLC 0.36% Add +2.3% 9,050 $4.1M
Spectrum Asset Management, Inc. (NB/CA) 1.84% Add +1.0% 9,040 $4.1M
First American Trust, FSB 0.41% Add +7.1% 9,038 $4.1M
JPL Wealth Management, LLC 1.17% — 9,031 $4.1M
Norway Savings Bank 2.27% Reduce -0.9% 9,026 $4.1M
Sunbelt Securities, Inc. 0.36% Reduce -6.3% 9,045 $4.1M
Sterling Investment Advisors, Ltd. 0.99% Add +9.5% 9,020 $4.1M
America First Investment Advisors, LLC 0.89% Reduce -2.8% 9,001 $4.1M
Symmetry Investments LP 0.24% Add +350.0% 9,000 $4.1M
Traphagen Investment Advisors LLC 0.41% Reduce -6.5% 8,989 $4.1M
Physicians Financial Services, Inc. 1.24% Add +1.7% 8,985 $4.1M
Freedom Day Solutions, LLC 1.22% Add +9.0% 8,980 $4.1M
Kwmg, LLC 0.42% No change 8,978 $4.1M
Versant Capital Management, Inc 0.88% Add +8.9% 8,970 $4.1M
Dorsey Wright & Associates 0.97% Add +0.1% 8,946 $4.1M
Chapin Davis, Inc. 1.32% No change 8,799 $4.0M
HBW Advisory Services LLC 0.42% Add +0.9% 8,933 $4.0M
Aberdeen Wealth Management LLC 2.77% Add +17.6% 9,362 $4.0M
HF Advisory Group, LLC 1.85% Add +7.6% 8,902 $4.0M
LWM Advisory Services, LLC 2.81% Reduce -0.4% 8,905 $4.0M
Oarsman Capital, Inc. 0.70% Reduce -3.7% 8,900 $4.0M
KKM Financial LLC 1.68% Add +3.6% 8,889 $4.0M
Patton Albertson Miller Group, LLC 0.54% Add +0.2% 8,868 $4.0M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.42% Reduce -4.2% 8,858 $4.0M
Pinnacle Wealth Planning Services, Inc. 0.60% Reduce -17.2% 8,830 $4.0M
TCV Trust & Wealth Management, Inc. 0.37% Reduce -0.4% 8,827 $4.0M
Independence Bank of Kentucky 0.61% Add +25.1% 8,808 $4.0M
Pacific Center for Financial Services 1.03% Reduce -0.5% 8,794 $4.0M
Black Diamond Financial, LLC 0.60% Add +79.8% 8,791 $4.0M
Chaney Capital Management, Inc. 1.88% Reduce -1.4% 8,781 $4.0M
BOK Financial Private Wealth, Inc. 0.29% Reduce -9.0% 8,779 $4.0M
Cumberland Partners Ltd 0.28% Reduce -6.3% 8,775 $4.0M
Baring Financial LLC 3.54% — 8,766 $4.0M
Deane Retirement Strategies, Inc. 2.00% Add +1.8% 8,765 $4.0M
Cadence Bank 0.27% Reduce -2.1% 8,764 $4.0M
Winthrop Advisory Group LLC 0.48% Reduce -1.8% 8,763 $4.0M
Sheaff Brock Investment Advisors, LLC 0.35% Add +8.0% 8,762 $4.0M
Bouchey Financial Group, Ltd. 0.35% Add +0.2% 8,751 $4.0M
Orser Capital Management, LLC 2.73% Reduce -1.1% 8,745 $4.0M
Forte Capital LLC 0.44% Reduce -5.2% 8,704 $3.9M
FWL Investment Management, LLC 1.44% Add +3.1% 8,699 $3.9M
Pullen Investment Management, LLC 2.56% Reduce -3.5% 8,698 $3.9M
Catalina Capital Group, LLC 1.30% Add +4.2% 8,689 $3.9M
Clearstead Trust, LLC 0.85% Reduce -3.5% 8,686 $3.9M
Western Pacific Wealth Management, LP 3.17% No change 8,674 $3.9M
Richmond Brothers, Inc. 2.52% Reduce -23.3% 8,673 $3.9M
My Personal CFO, LLC 2.02% Add +2.4% 8,672 $3.9M
Premier Path Wealth Partners, LLC 0.59% Add +1.4% 8,608 $3.9M
Patten & Patten Inc. 0.26% Reduce -0.2% 8,594 $3.9M
Deltec Asset Management LLC 0.77% No change 8,578 $3.9M
Jupiter Wealth Management LLC 1.94% No change 8,558 $3.9M
JB Capital LLC 0.22% Add +8.9% 8,550 $3.9M
RKL Wealth Management LLC 0.34% Reduce -4.6% 8,541 $3.9M
Kaye Capital Management 1.76% Add +2.8% 8,538 $3.9M
Partners Wealth Management, LLC 4.38% — 8,504 $3.9M
Clarity Capital Advisors, LLC 2.58% No change 8,501 $3.9M
CoreCap Advisors, LLC 0.18% Add +12.0% 8,496 $3.9M
Cim Investment Management Inc. 1.13% Add +0.5% 8,496 $3.9M
Portside Wealth Group, LLC 0.64% Add +11.2% 8,489 $3.8M
Sterling Capital Management LLC 0.05% Reduce -24.8% 8,484 $3.8M
Hartford Financial Management Inc. 0.79% Add +0.9% 8,471 $3.8M
Greenup Street Wealth Management LLC 0.76% Reduce -26.6% 8,466 $3.8M
LaFleur & Godfrey LLC 0.52% Add +10.1% 8,432 $3.8M
Vance Wealth, LLC 1.48% Reduce -0.2% 8,429 $3.8M
Aviso Wealth Management 1.94% Add +2.6% 8,398 $3.8M
General Partner, Inc. 2.29% Add +0.9% 8,380 $3.8M
Addison Advisors LLC 1.06% Reduce -10.3% 8,373 $3.8M
Weatherly Asset Management L. P. 0.34% Reduce -2.0% 8,367 $3.8M
Long Island Wealth Management, Inc. 2.37% Reduce -2.2% 8,364 $3.8M
Gray Wealth Management Inc. 1.44% Add +3.3% 8,359 $3.8M
Huntleigh Advisors, Inc. 0.81% — 8,332 $3.8M
Alesco Advisors, LLC, An ESL Co 0.12% Add +0.7% 8,332 $3.8M
Westbourne Investments, Inc. 2.22% — 8,320 $3.8M
Optas, LLC 0.81% Add +5.3% 8,300 $3.8M
Holderness Investments Co. 0.83% Add +8.4% 8,296 $3.8M
Insight Advisors, LLC/ PA 0.64% Reduce -3.3% 8,316 $3.8M
Gradient Capital Advisors, LLC 1.21% Add +0.5% 8,287 $3.8M
CHICAGO TRUST Co NA 0.69% Reduce -6.5% 8,277 $3.8M
GSG Advisors LLC 1.18% No change 8,250 $3.7M
Evelyn Partners Asset Management Ltd 1.00% — 8,237 $3.7M
CMG Global Holdings, LLC 2.06% Add +6.9% 8,091 $3.7M
Gladius Capital Management LP 2.14% Add +2.7% 8,214 $3.7M
E&G Advisors, LLC 1.01% Add +1.2% 8,213 $3.7M
Gibson Capital, LLC 0.76% Add +10.2% 8,209 $3.7M
DSG Capital Advisors, LLC 0.67% — 8,181 $3.7M
Wynn Capital, LLC 2.34% Add +1.3% 8,176 $3.7M
Weaver Capital Management LLC 1.04% No change 8,162 $3.7M
Crescent Grove Advisors, LLC 0.37% Add +3.0% 8,162 $3.7M
Paragon Private Wealth Management, LLC 1.71% Add +3.6% 8,161 $3.7M
Smith & Howard Wealth Management, LLC 1.04% Reduce -5.5% 8,145 $3.7M
Continuum Advisory, LLC 0.47% Reduce -0.5% 8,135 $3.7M
GWN Securities Inc. 0.98% — 7,952 $3.7M
Gould Capital, LLC 2.55% Reduce -1.8% 8,091 $3.7M
Quent Capital, LLC 0.38% Add +3.0% 8,089 $3.7M
WealthTrust Axiom LLC 1.09% Add +0.1% 8,082 $3.7M
Dimension Capital Management LLC 0.60% Reduce -0.7% 8,069 $3.7M
Americana Partners, LLC 0.15% Add +167.3% 8,065 $3.7M
Wimmer Associates 1, LLC 1.80% Add +0.1% 8,037 $3.6M
Novak & Powell Financial Services, Inc. 2.17% Add +0.7% 8,028 $3.6M
ZWJ Investment Counsel Inc. 0.15% Reduce -1.8% 8,023 $3.6M
Relyea Zuckerberg Hanson LLC 0.49% Add +0.9% 7,999 $3.6M
Flagship Wealth Advisors, LLC 2.13% — 7,995 $3.6M
Curbstone Financial Management Corp 0.77% Add +0.8% 7,988 $3.6M
TTP Investments, Inc. 1.27% Add +23.6% 7,987 $3.6M
Herold Advisors, Inc. 0.79% Add +12.4% 7,964 $3.6M
Lodestone Wealth Management LLC 1.81% Reduce -3.2% 7,959 $3.6M
Magnolia Capital Advisors LLC 0.93% New 7,949 $3.6M
Prairiewood Capital, LLC 1.54% Reduce -2.2% 7,945 $3.6M
Hardin Capital Partners, LLC 2.17% Add +0.2% 7,932 $3.6M
Childress Capital Advisors, LLC 1.00% Reduce -2.8% 7,925 $3.6M
Debussy Capital Management LP 0.55% Add +58.6% 7,567 $3.6M
Capital Advisory Group Advisory Services, LLC 1.29% Add +14.7% 7,913 $3.6M
Aurora Private Wealth, Inc. 2.69% Reduce -5.6% 7,909 $3.6M
Gilliland Jeter Wealth Management LLC 1.21% Reduce -0.7% 7,906 $3.6M
Ables, Iannone, Moore & Associates, Inc. 2.21% Reduce -1.8% 7,902 $3.6M
Kornitzer Capital Management Inc. 0.07% Add +45.2% 7,902 $3.6M
VeraBank, N.A. 1.01% Reduce -1.4% 7,874 $3.6M
Finivi Inc. 2.85% Add +3.0% 7,865 $3.6M
Legacy Private Trust Co. 0.23% No change 7,863 $3.6M
NRI Wealth Management LC 2.46% — 7,857 $3.6M
Greater Midwest Financial Group, LLC 2.25% Add +10.5% 7,856 $3.6M
New England Research & Management, Inc. 1.81% No change 7,845 $3.6M
Ashford Capital Management Inc. 0.42% Reduce -1.0% 7,819 $3.5M
Twin Lakes Capital Management, LLC 2.27% No change 7,808 $3.5M
Drum Hill Capital, LLC 4.46% — 7,804 $3.5M
Cadent Capital Advisors, LLC 1.23% Reduce -0.9% 7,795 $3.5M
Nabity-Jensen Investment Management Inc 2.67% Reduce -0.0% 7,792 $3.5M
Evermay Wealth Management LLC 0.53% Reduce -0.4% 7,770 $3.5M
RMR Wealth Builders 0.36% Reduce -4.4% 7,767 $3.5M
Novem Group 0.52% — 7,764 $3.5M
Rebalance, LLC 0.26% No change 7,745 $3.5M
Next Capital Management LLC 1.44% Add +1.2% 7,740 $3.5M
Verus Capital Partners, LLC 0.33% Reduce -0.4% 7,720 $3.5M
Voya Financial Advisors, Inc. 0.38% Add +4.4% 7,733 $3.5M
Hurlow Wealth Management Group, Inc. 1.09% Reduce -0.2% 7,707 $3.5M
Capital Planning Advisors, LLC 0.54% Reduce -1.1% 7,706 $3.5M
Hikari Power Ltd 0.30% No change 7,670 $3.5M
LRI Investments, LLC 0.33% Add +1.8% 7,655 $3.5M
Nikulski Financial, Inc. 1.02% Add +2.3% 7,655 $3.5M
Strategic Investment Solutions, Inc. 1.16% Reduce -6.1% 7,714 $3.5M
Sentry Investment Management LLC 1.65% Reduce -14.5% 7,650 $3.5M
Capital Investment Counsel, LLC 0.58% Reduce -3.9% 7,646 $3.5M
Independent Family Office, LLC 1.80% Add +0.6% 7,628 $3.5M
Sentry LLC 0.67% Reduce -4.4% 7,626 $3.5M
Samalin Investment Counsel, LLC 1.48% Add +1.9% 7,605 $3.4M
Mosaic Family Wealth Partners, LLC 0.50% Add +0.6% 7,596 $3.4M
Cable Hill Partners, LLC 0.35% Reduce -6.5% 7,586 $3.4M
Aull & Monroe Investment Management Corp 1.76% Reduce -8.4% 7,581 $3.4M
MGB Wealth Management, LLC 1.06% Add +5.6% 7,569 $3.4M
BIP Wealth, LLC 0.23% Add +3.1% 7,551 $3.4M
Sterling Investment Counsel, LLC 2.26% Reduce -30.8% 7,531 $3.4M
Oak Grove Capital LLC 0.69% Reduce -3.9% 7,529 $3.4M
Westshore Wealth, LLC 1.38% No change 7,513 $3.4M
Channing Global Advisors, LLC 2.27% Add +46.1% 7,502 $3.4M
KG Capital Management 1.09% Add +9.1% 7,502 $3.4M
Bretton Capital Management, LLC 3.27% No change 7,500 $3.4M
Vestor Capital, LLC 0.26% Reduce -0.5% 7,497 $3.4M
Old Mission Investment Co LLC 1.02% Add +22.4% 7,494 $3.4M
L2 Asset Management, LLC 0.74% Reduce -0.1% 7,471 $3.4M
Triangle Securities Wealth Management 0.87% Reduce -3.3% 7,465 $3.4M
Tufton Capital Management 0.64% Reduce -0.2% 7,459 $3.4M
GFG Capital, LLC 0.93% Add +2.3% 7,458 $3.4M
Palumbo Wealth Management LLC 1.26% Add +2.1% 7,455 $3.4M
Cortland Associates Inc. 0.38% Reduce -0.1% 7,452 $3.4M
Horizon Investments, LLC 0.10% Add +5.1% 7,450 $3.4M
First Western Trust Bank 0.16% Add +55.7% 7,449 $3.4M
Aufman Associates Inc 2.28% Reduce -3.7% 7,448 $3.4M
Keystone Financial Services 1.29% Add +2.3% 7,436 $3.4M
Bath Savings Trust Co 0.34% Reduce -1.1% 7,423 $3.4M
Walker Financial Services, Inc. 1.95% Add +1.9% 7,418 $3.4M
Raiffeisen Bank International AG 0.05% — 7,428 $3.4M
Sand Hill Global Advisors, LLC 0.14% Add +1.9% 7,388 $3.3M
Cathy Pareto & Associates, Inc. 3.08% — 7,387 $3.3M
Wealth Alliance, LLC 0.40% Reduce -3.3% 7,367 $3.3M
Keynote Financial Services LLC 2.58% Add +12.5% 7,358 $3.3M
Adero Partners, LLC 0.21% Add +2.0% 7,355 $3.3M
Papamarkou Wellner Asset Management inc. 2.29% — 7,343 $3.3M
LongView Wealth Management 1.01% No change 7,328 $3.3M
IPG Investment Advisors LLC 0.76% Reduce -33.2% 7,322 $3.3M
Gsa Capital Partners LLP 0.24% Add +1040.3% 7,298 $3.3M
Guidance Capital, Inc. 1.01% Reduce -0.5% 7,140 $3.3M
Field & Main Bank 1.16% Add +0.3% 7,296 $3.3M
Calton & Associates, Inc. 1.46% Reduce -44.9% 7,286 $3.3M
Journey Advisory Group, LLC 0.40% No change 8,118 $3.3M
Geo Capital Gestora de Recursos Ltd 4.26% Add +247.8% 7,284 $3.3M
Turn8 Private Wealth Inc. 2.35% — 7,281 $3.3M
Pension & Wealth Management Advisors, Inc. 1.32% Add +4.2% 7,277 $3.3M
Lester Murray Antman dba SimplyRich 0.94% Add +0.7% 7,278 $3.3M
Bey-Douglas LLC 2.83% Reduce -0.8% 7,246 $3.3M
Hourglass Capital, LLC 0.90% No change 7,225 $3.3M
TFR Capital, LLC. 1.62% — 7,213 $3.3M
Waterloo Capital, L.P. 0.34% Add +17.4% 7,211 $3.3M
Smith Anglin Financial, LLC 0.31% Reduce -1.1% 7,206 $3.3M
Firethorn Wealth Partners, LLC 1.62% Reduce -0.5% 7,179 $3.3M
MCF Advisors LLC 0.23% Reduce -6.6% 7,173 $3.3M
Capitol Family Office, Inc. 4.34% Reduce -6.9% 7,173 $3.3M
KLCM Advisors, Inc. 0.38% Reduce -2.1% 7,170 $3.3M
Mark Sheptoff Financial Planning, LLC 1.74% No change 7,162 $3.2M
FourThought Financial Partners, LLC 0.34% New 7,147 $3.2M
SevenBridge Financial Group, LLC 0.61% Add +0.1% 6,853 $3.2M
Gemmer Asset Management LLC 0.32% Add +2.9% 7,142 $3.2M
Advisor OS, LLC 0.37% Reduce -18.9% 7,138 $3.2M
Redhawk Wealth Advisors, Inc. 0.44% Add +0.9% 7,134 $3.2M
Total Clarity Wealth Management, Inc. 1.05% Reduce -0.2% 7,126 $3.2M
Asset Management Group, Inc. 0.57% Add +1.9% 7,121 $3.2M
Guardian Financial Partners, LLC 1.91% Add +3.9% 7,093 $3.2M
Wealthcare Capital Partners, LLC 1.67% — 7,087 $3.2M
First National Bank of Mount Dora, Trust Investment Services 0.75% No change 7,083 $3.2M
Lewis Asset Management, LLC 2.45% Reduce -12.7% 7,078 $3.2M
Financial Life Planners 2.69% — 7,067 $3.2M
Augustine Asset Management Inc. 0.84% Add +0.8% 7,064 $3.2M
Northstar Advisory Group, LLC 1.63% Reduce -22.2% 7,063 $3.2M
Fairhaven Wealth Management, LLC 1.00% Add +0.9% 7,044 $3.2M
Investment Research & Advisory Group, Inc. 1.32% Reduce -0.3% 7,042 $3.2M
Kennondale Capital Management LLC 3.43% — 7,015 $3.2M
WPWealth LLP 0.65% Reduce -25.3% 7,014 $3.2M
Lederer & Associates Investment Counsel 2.22% Reduce -0.0% 7,001 $3.2M
Anthracite Investment Company, Inc. 1.59% Add +55.9% 7,000 $3.2M
Roof Eidam Maycock Peralta, LLC 0.82% Add +0.3% 6,997 $3.2M
Diversify Advisory Services, LLC 0.17% Reduce -13.5% 7,160 $3.2M
Hohimer Wealth Management, LLC 0.60% Add +15.7% 6,985 $3.2M
Coastal Bridge Advisors, LLC 0.80% No change 6,982 $3.2M
Kathmere Capital Management, LLC 0.28% Add +8.8% 6,979 $3.2M
Legacy Bridge, LLC 1.65% Add +0.3% 6,976 $3.2M
Harvest Fund Management Co., Ltd 0.15% Reduce -49.1% 6,951 $3.2M
Diversified Enterprises, LLC 0.30% Add +9.7% 6,933 $3.1M
Triton Financial Group Inc 1.96% Reduce -0.6% 6,908 $3.1M
Allen Operations LLC 0.50% No change 6,906 $3.1M
Accurate Wealth Management, LLC 0.60% Add +4.2% 7,061 $3.1M
Thompson David Blair 2.28% — 6,902 $3.1M
Pring Turner Capital Group Inc. 2.10% Reduce -27.0% 6,901 $3.1M
Alta Wealth Advisors LLC 1.37% Add +0.4% 6,885 $3.1M
Financial Partners Group, Inc 0.46% Reduce -2.0% 6,884 $3.1M
FSM Wealth Advisors, LLC 0.76% Add +5.6% 6,740 $3.1M
Kingstone Capital Partners Texas, LLC 2.53% — 6,877 $3.1M
Jag Capital Management, LLC 0.44% Add +1.8% 6,870 $3.1M
Orca Investment Management, LLC 2.93% Reduce -1.7% 6,868 $3.1M
Integrated Investment Consultants, LLC 0.64% Reduce -97.7% 6,864 $3.1M
Lowe Brockenbrough & Co. Inc. 0.20% Reduce -1.6% 6,839 $3.1M
Flavin Financial Services, Inc. 2.95% — 6,833 $3.1M
Wellington Shields & Co., LLC 0.95% Add +0.1% 6,825 $3.1M
James Hambro & Partners LLP 0.12% Add +5.2% 6,818 $3.1M
Vision Financial Markets LLC 3.34% — 6,820 $3.1M
Wilkinson Global Asset Management LLC 0.19% Reduce -0.2% 6,820 $3.1M
Peoples Financial Services Corp. 1.43% No change 6,820 $3.1M
Chilton Capital Management LLC 0.13% Add +1.8% 6,817 $3.1M
Atlas Brown,Inc. 1.05% Add +2.1% 6,801 $3.1M
Mattson Financial Services, LLC 0.98% Add +12.2% 6,698 $3.1M
Intellectus Partners, LLC 0.68% No change 6,788 $3.1M
Planning Center, Inc. 0.39% Reduce -6.5% 6,787 $3.1M
Cahaba Wealth Management, Inc. 0.25% Reduce -3.1% 6,787 $3.1M
Miller Wealth Advisors, LLC 1.57% Add +1.9% 6,779 $3.1M
Tectonic Advisors LLC 0.20% Add +0.5% 6,756 $3.1M
Private Capital Management LLC 0.61% Reduce -23.5% 6,750 $3.1M
Blankinship & Foster, LLC 0.75% No change 6,744 $3.1M
Magnolia Capital Management Ltd. 2.43% No change 6,741 $3.1M
CFS Investment Advisory Services, LLC 0.27% Add +1.2% 6,742 $3.1M
Altrius Capital Management Inc 0.82% Reduce -1.9% 6,739 $3.1M
Retirement Planning Group, LLC 0.15% Add +2.9% 6,737 $3.1M
Brave Asset Management Inc. 0.97% Add +1.6% 6,729 $3.1M
Shepherd Kaplan Krochuk, LLC 2.55% Reduce -26.3% 6,726 $3.0M
Mad River Investors 1.42% Reduce -6.9% 6,725 $3.0M
Enhancing Capital LLC 2.42% — 6,700 $3.0M
Aureus Asset Management, LLC 0.20% Add +4.2% 6,698 $3.0M
Sulzberger Capital Advisors, Inc. 3.46% — 6,696 $3.0M
St. Louis Trust Co 0.43% No change 6,696 $3.0M
Delphi Management Inc. 2.93% Add +1.6% 6,694 $3.0M
Consolidated Portfolio Review Corp 0.48% Add +72.8% 6,693 $3.0M
Chesapeake Wealth Management 1.04% Reduce -2.3% 6,675 $3.0M
Lyell Wealth Management, LP 0.27% Add +2.8% 6,673 $3.0M
Altman Advisors, Inc. 1.29% Add +0.4% 6,667 $3.0M
Clark Capital Management Group, Inc. 0.02% Reduce -19.8% 6,667 $3.0M
Fox Hill Wealth Management 1.71% Add +3.9% 6,656 $3.0M
Causey Wealth LLC 1.76% — 6,646 $3.0M
Provenance Wealth Advisors, LLC 0.39% Reduce -19.2% 6,636 $3.0M
Cherokee Insurance Co 1.36% — 6,600 $3.0M
Inspire Trust Co, N.A. 0.76% Add +18.2% 6,600 $3.0M
Teamwork Financial Advisors, LLC 0.39% Reduce -17.0% 6,589 $3.0M
Arrowroot Family Office, LLC 1.55% Add +30.7% 6,583 $3.0M
China Universal Asset Management Co., Ltd. 0.28% Add +37.9% 6,561 $3.0M
Invst, LLC 0.36% Add +1.8% 6,560 $3.0M
Prentiss Smith & Co. Inc. 1.95% Reduce -3.0% 6,555 $3.0M
Townsend Asset Management Corp. /NC/ 1.08% Reduce -1.4% 6,548 $3.0M
Annex Advisory Services, LLC 0.09% Add +5.6% 6,547 $3.0M
EPG Wealth Management LLC 0.78% Reduce -4.4% 6,538 $3.0M
Peachtree Investment Partners, LLC 1.11% Reduce -3.2% 6,537 $3.0M
Trust Co. of Oklahoma 0.95% Add +0.1% 6,535 $3.0M
Legacy Financial Advisors, Inc. 0.49% Add +3.8% 6,531 $3.0M
Kesler, Norman & Wride, LLC 0.64% Add +21.4% 6,516 $3.0M
Texas Bank & Trust Co 1.21% — 6,477 $2.9M
CHB Investment Group, LLC 1.58% Reduce -0.6% 6,417 $2.9M
FCG Investment Co 1.77% Add +2.3% 6,417 $2.9M
Breakwater Capital Group 0.58% Add +0.7% 6,415 $2.9M
Revolve Wealth Partners, LLC 0.43% Add +19.0% 6,411 $2.9M
Thrive Wealth Management, LLC 0.52% Add +0.5% 6,409 $2.9M
Madrona Financial Services, LLC 0.79% Reduce -2.6% 6,402 $2.9M
Triumph Capital Management 0.99% Add +0.6% 6,394 $2.9M
Newman Dignan & Sheerar, Inc. 0.74% Reduce -1.5% 6,392 $2.9M
First National Bank of Hutchinson 1.75% Add +9.5% 6,391 $2.9M
FLC Capital Advisors 0.67% Reduce -2.0% 6,375 $2.9M
SOL Capital Management CO 0.32% Reduce -10.7% 6,367 $2.9M
Hiley Hunt Wealth Management 1.60% Reduce -1.3% 6,366 $2.9M
Group One Trading LLC 0.10% New 6,360 $2.9M
Hazlett, Burt & Watson, Inc. 1.27% Reduce -0.1% 6,357 $2.9M
Secure Asset Management, LLC 0.44% Add +6.1% 6,351 $2.9M
1776 Wealth LLC 1.32% No change 6,350 $2.9M
1858 Wealth Management, LLC 2.28% Reduce -0.9% 6,340 $2.9M
Strait & Sound Wealth Management LLC 1.33% Add +0.0% 6,332 $2.9M
Laraway Financial Advisors Inc 2.21% No change 6,323 $2.9M
Intelligence Driven Advisers, LLC 0.54% Add +2.7% 6,315 $2.9M
KDT Advisors, LLC 4.20% — 6,311 $2.9M
Grey Ledge Advisors, LLC 0.74% Reduce -0.8% 6,305 $2.9M
Northwest Quadrant Wealth Management, LLC 0.65% Reduce -0.6% 6,304 $2.9M
Plan A Wealth LLC 2.60% — 6,273 $2.8M
Greenwich Wealth Management LLC 0.20% Reduce -2.5% 6,268 $2.8M
Foundation Wealth Management, LLC 2.20% Reduce -0.0% 6,249 $2.8M
Venturi Wealth Management, LLC 0.14% Add +16.3% 6,247 $2.8M
Auxano Advisors, LLC 0.71% Add +7.9% 6,230 $2.8M
Legacy Financial Group, Inc. 0.91% Add +0.0% 6,227 $2.8M
Meriwether Wealth & Planning, LLC 2.01% — 6,216 $2.8M
Stillwater Wealth Management Group 2.52% — 6,200 $2.8M
Kraematon Investment Advisors, Inc. 2.78% Reduce -0.6% 6,194 $2.8M
Adalta Capital Management LLC 1.47% No change 6,193 $2.8M
Pinnacle Financial Group, LLC / IL 1.10% Add +0.8% 6,193 $2.8M
Founders Financial Securities LLC 0.25% Reduce -0.1% 6,187 $2.8M
Post Resch Tallon Group Inc. 2.71% — 6,208 $2.8M
Passumpsic Savings Bank 1.75% Add +1.1% 6,177 $2.8M
Vista Investment Partners LLC 0.87% Reduce -6.3% 6,155 $2.8M
Farnam Financial LLC 2.91% Reduce -0.4% 6,142 $2.8M
Leonard Rickey Investment Advisors P.L.L.C. 0.64% Reduce -1.0% 6,138 $2.8M
Condor Capital Management 0.24% Reduce -0.1% 6,123 $2.8M
Davidson Kahn Capital Management, LLC 2.57% — 6,121 $2.8M
Founders Financial Alliance, LLC 0.76% Add +5.8% 6,108 $2.8M
Impact Capital Partners LLC 0.98% — 6,107 $2.8M
Levin Capital Strategies, L.P. 0.26% No change 6,094 $2.8M
Alta Advisers Ltd 1.73% Add +21.4% 6,055 $2.7M
Ballast, Inc. 0.78% Add +2.5% 6,051 $2.7M
Alps Advisors Inc. 0.02% Reduce -4.3% 6,050 $2.7M
Dover Advisors, LLC 1.57% Reduce -5.2% 6,049 $2.7M
Maple Capital Management, Inc. 0.20% Reduce -13.9% 6,046 $2.7M
Heartwood Wealth Advisors LLC 0.31% Add +0.2% 6,043 $2.7M
Canandaigua National Bank & Trust Co. 0.27% Reduce -1.6% 6,025 $2.7M
Provident Trust Co. 0.05% No change 6,015 $2.7M
BCGM Wealth Management, LLC 0.86% Reduce -28.3% 6,009 $2.7M
Riverbend Wealth Management, LLC 2.42% — 6,002 $2.7M
1922 Investment Co LLC 89.33% Reduce -3.3% 6,002 $2.7M
Altfest L J & Co. Inc. 0.35% Reduce -1.1% 5,997 $2.7M
Tealwood Asset Management Inc. 1.13% Add +9.9% 5,996 $2.7M
Vaughan David Investments LLC 0.06% No change 5,980 $2.7M
Brandywine Trust Co. 0.43% Reduce -5.8% 5,979 $2.7M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +8.0% 5,964 $2.7M
Cordatus Wealth Management LLC 0.71% New 5,960 $2.7M
Crux Wealth Advisors 1.50% — 5,957 $2.7M
Bison Wealth, LLC 0.59% Reduce -35.0% 5,957 $2.7M
Colrain Capital LLC 2.64% — 5,950 $2.7M
Gilbert & Cook, Inc. 0.38% Reduce -4.4% 5,950 $2.7M
Sterneck Capital Management, LLC 1.46% Reduce -1.3% 5,942 $2.7M
Community Financial Services Group, LLC 0.53% Reduce -17.1% 5,939 $2.7M
Howard Capital Management Group, LLC 0.18% Add +14.9% 5,924 $2.7M
Liberty Wealth Management LLC 0.45% Reduce -0.4% 5,913 $2.7M
Retirement Income Solutions, Inc. 0.54% Reduce -1.8% 5,903 $2.7M
Select Asset Management & Trust 1.03% Add +8.1% 5,889 $2.7M
TruWealth Advisors, LLC 0.16% Reduce -0.2% 5,887 $2.7M
Parr McKnight Wealth Management Group, LLC 0.38% — 5,884 $2.7M
Burke & Herbert Bank & Trust Co. 0.63% Reduce -0.2% 5,879 $2.7M
AXS Investments LLC 0.75% Add +4.9% 5,877 $2.7M
Colonial River Investments, LLC 1.29% Add +10.1% 5,872 $2.7M
NDWM LLC 2.22% No change 5,867 $2.7M
Liberty Square Wealth Partners LLC 0.97% — 5,545 $2.7M
LeClair Wealth Partners LLC 1.77% — 5,845 $2.6M
Pennington Partners & Co., LLC 1.31% — 5,839 $2.6M
Investment Partners, LTD. 1.09% Add +0.2% 5,822 $2.6M
GoalVest Advisory LLC 0.72% Add +0.5% 5,811 $2.6M
North Berkeley Wealth Management, LLC 2.67% — 5,809 $2.6M
Heritage Wealth Partners, LLC 3.30% Add +14.6% 5,803 $2.6M
Sound Income Strategies, LLC 0.16% Add +5.4% 5,790 $2.6M
Claro Advisors Inc. 0.35% Reduce -10.1% 5,787 $2.6M
Qsemble Capital Management, LP 0.35% New 5,782 $2.6M
Fingerlakes Wealth Management, Inc. 2.11% Reduce -1.1% 5,772 $2.6M
Wrapmanager Inc. 0.67% Add +9.1% 5,771 $2.6M
Ethos Financial Group, LLC 0.34% Add +1.2% 5,764 $2.6M
Monarch Capital Management Inc. 0.71% Reduce -0.2% 5,759 $2.6M
Coppell Advisory Solutions LLC 0.36% Reduce -4.5% 5,773 $2.6M
Fiduciary Financial Group, LLC 0.57% Add +1.3% 5,895 $2.6M
Hofer & Associates. Inc 1.75% Add +0.0% 5,753 $2.6M
Laidlaw Wealth Management LLC 1.14% Add +3054.1% 126,857 $2.6M
Naples Global Advisors, LLC 0.24% Add +1.0% 5,747 $2.6M
Twin City Private Wealth, LLC 2.30% Add +5.8% 5,740 $2.6M
Octavia Wealth Advisors, LLC 0.32% Reduce -1.2% 5,734 $2.6M
Peterson Wealth Management 1.54% Add +3.5% 5,725 $2.6M
Nicolet Bankshares Inc. 0.51% Reduce -1.1% 5,725 $2.6M
D. Scott Neal, Inc. 1.42% No change 5,719 $2.6M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.31% Reduce -6.6% 5,717 $2.6M
GM Advisory Group, LLC 0.14% Add +31.6% 5,707 $2.6M
Edgestream Partners, L.P. 0.11% New 5,706 $2.6M
Trifecta Capital Advisors, LLC 0.51% Reduce -8.5% 5,700 $2.6M
Bourgeon Capital Management LLC 0.49% Reduce -2.5% 5,690 $2.6M
Transatlantique Private Wealth LLC 0.98% Reduce -0.6% 5,687 $2.6M
Arbor Investment Advisors, LLC 0.36% Reduce -0.3% 5,687 $2.6M
Linden Thomas Advisory Services, LLC 0.33% Add +14.4% 5,676 $2.6M
PGIM Custom Harvest LLC 0.05% Reduce -14.2% 5,663 $2.6M
Unique Wealth Strategies, LLC 1.13% Reduce -3.4% 5,658 $2.6M
Alan B Lancz & Associates, Inc. 2.60% Reduce -0.4% 5,657 $2.6M
Allen Mooney & Barnes Investment Advisors LLC 0.43% No change 5,645 $2.6M
Gallagher Capital Advisors, LLC 1.86% — 5,643 $2.6M
Seven Post Investment Office LP 0.98% Reduce -3.9% 5,636 $2.6M
GC Wealth Management RIA, LLC 0.45% Reduce -9.4% 5,634 $2.6M
Seelaus Asset Management LLC 2.37% Add +2.1% 5,632 $2.6M
Financial Gravity Companies, Inc. 0.58% New 5,630 $2.6M
Panoramic Investment Advisors, LLC 1.66% Add +11.7% 5,625 $2.5M
G2 Capital Management, LLC / Oh 0.75% No change 5,622 $2.5M
Benin Management CORP 0.70% Reduce -3.4% 5,617 $2.5M
Armstrong, Fleming & Moore, Inc 1.54% Reduce -1.6% 5,615 $2.5M
Journey Beyond Wealth, LLC 2.39% — 5,600 $2.5M
Golden State Wealth Management, LLC 0.38% — 5,588 $2.5M
Lynx Investment Advisory 1.73% Add +0.5% 5,581 $2.5M
Kentucky Trust Co 1.49% — 5,578 $2.5M
Wingate Wealth Advisors, Inc. 2.48% — 5,572 $2.5M
My Legacy Advisors, LLC 0.98% Reduce -0.6% 5,506 $2.5M
Windsor Advisory Group, LLC 2.93% Reduce -0.2% 5,557 $2.5M
Prodigy Asset Management LLC 2.14% — 5,534 $2.5M
Firestone Capital Management 0.62% No change 5,512 $2.5M
Dohj, LLC 0.58% Add +0.0% 5,508 $2.5M
Linscomb Wealth, Inc. 0.12% Add +0.7% 5,502 $2.5M
West Family Investments, Inc. 0.87% Reduce -1.1% 5,496 $2.5M
Lantern Wealth Advisors, LLC 1.62% Reduce -19.9% 5,490 $2.5M
Blake Schutter Theil Wealth Advisors, LLC 2.63% Reduce -5.0% 5,487 $2.5M
Zullo Investment Group, Inc. 1.00% No change 5,481 $2.5M
Black Swift Group, LLC 0.53% Reduce -8.7% 5,479 $2.5M
Legato Capital Management LLC 0.32% No change 5,479 $2.5M
Goepper Burkhardt LLC 1.01% Reduce -0.5% 5,477 $2.5M
Elmwood Wealth Management, Inc. 1.00% Add +1.5% 5,469 $2.5M
SkyOak Wealth, LLC 0.53% Add +3.9% 5,467 $2.5M
Barlow Wealth Partners, LLC 0.31% Add +0.4% 5,395 $2.5M
Callan Capital, LLC 0.18% Reduce -23.2% 5,446 $2.5M
FF Advisors,LLC 1.69% Add +0.4% 5,384 $2.5M
Elwood & Goetz Wealth Advisory Group, LLC 0.60% Add +0.0% 5,431 $2.5M
Tyche Wealth Partners LLC 0.52% Add +5.4% 5,430 $2.5M
Aspen Grove Capital, LLC 0.52% Add +3.5% 5,427 $2.5M
Next Level Private LLC 0.99% No change 5,412 $2.5M
Insight 2811, Inc. 1.26% Add +2.0% 5,403 $2.4M
Hamilton Point Investment Advisors, LLC 0.44% Add +19.4% 5,395 $2.4M
TFB Advisors LLC 0.70% Add +5.0% 5,394 $2.4M
Godsey & Gibb, Inc. 0.24% No change 5,390 $2.4M
Creative Financial Designs Inc. 0.20% Add +8.7% 5,390 $2.4M
UNIVEST FINANCIAL Corp 0.15% Add +0.0% 5,379 $2.4M
Centric Wealth Management 0.66% Add +14.2% 5,373 $2.4M
Alhambra Investment Management LLC 1.25% Add +0.5% 5,372 $2.4M
Scissortail Wealth Management, LLC 0.62% Add +18406.9% 5,367 $2.4M
Fishman Jay A Ltd. 0.23% Add +1.2% 5,365 $2.4M
Stevens Capital Partners 1.10% Reduce -1.1% 5,365 $2.4M
Hills Bank & Trust Co 0.18% Reduce -3.8% 5,330 $2.4M
FWG Holdings, LLC 1.16% Add +3.8% 5,197 $2.4M
Wealth Effects LLC 0.85% Reduce -0.1% 5,305 $2.4M
Caldwell Sutter Capital, Inc. 1.12% Add +5.8% 5,304 $2.4M
Sfm, LLC 1.69% Add +0.9% 5,298 $2.4M
Advyzon Investment Management, LLC 0.92% — 5,283 $2.4M
Northwest Bancshares, Inc. 0.44% Reduce -7.8% 5,279 $2.4M
Capital Counsel LLC 0.10% Add +0.6% 5,272 $2.4M
Rinkey Investments 0.76% Add +26.8% 5,271 $2.4M
Silvia McColl Wealth Management, LLC 1.79% No change 5,268 $2.4M
Consolidated Capital Management, LLC 1.04% Add +0.8% 5,263 $2.4M
Guardian Asset Advisors, LLC 1.53% Reduce -0.7% 5,260 $2.4M
Terra Nova Asset Management LLC 1.81% Add +0.4% 5,250 $2.4M
Sage Capital Advisors,llc 0.62% No change 5,250 $2.4M
Mainstream Capital Management LLC 1.67% Add +1.3% 5,246 $2.4M
Aprio Wealth Management, LLC 0.35% Add +31.8% 5,245 $2.4M
Keystone Wealth Services, LLC 0.63% Reduce -0.7% 5,234 $2.4M
Brown Miller Wealth Management, LLC 0.91% No change 5,227 $2.4M
United Asset Strategies, Inc. 0.22% Reduce -1.1% 5,220 $2.4M
McMill Wealth Management 0.96% — 5,217 $2.4M
Peregrine Asset Advisers, Inc. 0.87% Reduce -2.0% 5,215 $2.4M
West Branch Capital LLC 0.75% Add +64.2% 5,206 $2.4M
Dean Investment Associates, LLC 0.34% Reduce -5.6% 5,205 $2.4M
CPA Asset Management Group, LLC 1.09% No change 5,184 $2.3M
Three Seasons Wealth, LLC 1.14% Reduce -5.7% 5,174 $2.3M
FUKOKU MUTUAL LIFE INSURANCE Co 0.17% Reduce -3.9% 5,145 $2.3M
Garrison Point Advisors, LLC 1.11% Add +132.7% 5,142 $2.3M
Aspire Capital Advisors LLC 0.67% Add +1.4% 5,141 $2.3M
Hudson Canyon Capital Management 1.52% No change 5,136 $2.3M
Acorn Wealth Advisors, LLC 0.96% Add +41.5% 5,126 $2.3M
ERn Financial, LLC 0.35% Add +2.3% 5,125 $2.3M
Money Concepts Capital Corp. 0.17% Add +27.9% 5,119 $2.3M
1900 Wealth Management LLC 0.19% Add +0.3% 5,118 $2.3M
Bensler, LLC 0.28% Add +9.2% 5,117 $2.3M
Kapstone Financial Advisors LLC 1.24% Add +5.2% 4,941 $2.3M
Meyer Handelman Co. 0.08% No change 5,110 $2.3M
Petra Financial Advisors Inc. 1.57% Reduce -2.1% 5,101 $2.3M
Winmill & Co. Inc. 0.75% No change 5,100 $2.3M
MJP Associates Inc. 0.42% Add +5.0% 5,097 $2.3M
Trail Ridge Investment Advisors, LLC 1.10% Add +0.2% 5,094 $2.3M
Convergence Financial, LLC 0.46% Add +7.8% 5,093 $2.3M
United Bank 0.97% Add +9.2% 5,092 $2.3M
Ignite Planners, LLC 0.51% Reduce -0.9% 5,085 $2.3M
Tranquilli Financial Advisor LLC 1.46% Reduce -2.7% 5,086 $2.3M
Sippican Capital Advisors 1.68% Add +0.1% 5,081 $2.3M
Cromwell Holdings LLC 1.33% No change 5,073 $2.3M
RDA Financial Network 0.67% Add +10.0% 5,073 $2.3M
Romano Brothers and Company 0.29% Add +1.4% 5,070 $2.3M
Traveka Wealth, LLC 1.27% Add +60.2% 5,068 $2.3M
KWB Wealth 0.28% Reduce -0.8% 4,991 $2.3M
Steinberg Asset Management LLC 1.69% Reduce -2.1% 5,061 $2.3M
McAdam, LLC 0.13% Add +1.3% 5,057 $2.3M
Spinnaker Investment Group, LLC 0.55% Add +40.1% 5,048 $2.3M
Independent Wealth Network Inc. 0.93% Add +7.7% 5,026 $2.3M
Cerro Pacific Wealth Advisors LLC 0.75% Add +1.3% 4,937 $2.3M
Elevation Wealth Partners, LLC 0.96% Reduce -0.1% 5,006 $2.3M
Vawter Financial, Ltd. 1.36% Reduce -3.8% 5,006 $2.3M
InTrack Investment Management Inc 1.58% Add +2.9% 5,041 $2.3M
Tranquility Partners, LLC 0.85% Reduce -2.2% 5,003 $2.3M
Yelin Lapidot Holdings Management Ltd. 0.39% No change 5,000 $2.3M
Ally Financial Inc. 0.28% New 5,000 $2.3M
Disciplined Investors, L.L.C. 2.18% — 5,102 $2.3M
Parcion Private Wealth LLC 0.17% No change 4,987 $2.3M
TriaGen Wealth Management LLC 0.76% Reduce -0.3% 4,981 $2.3M
Guardian Investment Management 1.61% No change 4,980 $2.3M
O'ROURKE & COMPANY, Inc 1.10% Reduce -10.8% 4,971 $2.3M
Insight Inv LLC 1.57% Add +0.8% 4,966 $2.3M
Tsfg, LLC 0.46% Add +2.9% 4,956 $2.2M
Aveo Capital Partners, LLC 0.25% Add +25.4% 4,947 $2.2M
Headinvest, LLC 0.42% Reduce -2.7% 4,943 $2.2M
CYBER HORNET ETFs LLC 2.15% Add +2.9% 4,940 $2.2M
Florida Financial Advisors, LLC 1.00% Add +16.8% 4,932 $2.2M
Midland Wealth Advisors, LLC 0.13% Add +4.4% 4,928 $2.2M
Buffington Mohr McNeal 0.37% Add +4.5% 4,920 $2.2M
Carlson Capital Management 0.10% Add +1.1% 4,917 $2.2M
Plimoth Trust Co. LLC 0.57% Add +2.0% 4,910 $2.2M
Davidson Trust Co. 1.14% No change 4,908 $2.2M
Pine Harbor Wealth Management, LLC 0.90% Reduce -15.8% 4,908 $2.2M
Stonebridge Capital Advisors LLC 0.18% Reduce -1.5% 4,908 $2.2M
Kercheville Advisors, LLC 0.86% Add +24.9% 4,894 $2.2M
Family Legacy, Inc. 0.75% Add +3.0% 4,909 $2.2M
ARGA Investment Management, LP 0.07% No change 4,893 $2.2M
Okabena Investment Services Inc. 0.62% No change 4,887 $2.2M
SL Advisors, LLC 3.66% Reduce -0.7% 4,884 $2.2M
Massachusetts Wealth Management 1.36% Add +1.0% 4,870 $2.2M
Curated Wealth Partners LLC 0.25% Add +150.1% 4,862 $2.2M
Midwest Financial Group LLC 1.26% Add +8.0% 4,859 $2.2M
Sage Investment Counsel LLC 2.87% — 4,855 $2.2M
Cornerstone Planning, LLC 0.84% — 4,854 $2.2M
Laurel Wealth Planning LLC 1.42% Add +30.2% 4,853 $2.2M
Vista Investment Partners Ii, LLC 1.30% — 4,848 $2.2M
Kestra Investment Management, LLC 0.09% Add +232.0% 4,837 $2.2M
Avion Wealth 0.56% Add +4.9% 4,839 $2.2M
Ballew Advisors, Inc 1.40% Add +1.7% 4,927 $2.2M
Financial Connections Group, Inc. 1.05% No change 4,827 $2.2M
Tanager Wealth Management LLP 0.28% Add +0.5% 4,835 $2.2M
Act Two Investors LLC 0.43% No change 4,815 $2.2M
Fred Alger Management, LLC 0.01% New 4,809 $2.2M
Penserra Capital Management LLC 0.04% Add +2813.3% 4,807 $2.2M
BXM Wealth LLC 3.05% — 4,803 $2.2M
Powell Investment Advisors, LLC 1.01% No change 4,801 $2.2M
KilterHowling LLC 1.25% Add +1.3% 4,612 $2.2M
Amica Retiree Medical Trust 2.06% Reduce -8.0% 4,792 $2.2M
BSW Wealth Partners 0.32% Add +9.0% 4,791 $2.2M
Three Bridge Wealth Advisors, LLC 0.76% Reduce -0.6% 4,787 $2.2M
Willner & Heller, LLC 1.90% Add +10.3% 4,780 $2.2M
IAG Wealth Partners, LLC 0.38% No change 4,770 $2.2M
Bangor Savings Bank 0.20% Reduce -2.5% 4,768 $2.2M
Cornerstone Financial Group, LLC 2.13% — 4,767 $2.2M
Intrua Financial, LLC 0.35% Reduce -9.9% 4,767 $2.2M
Aries Wealth Management 0.59% Reduce -0.5% 4,757 $2.2M
Elevate Capital Advisors, LLC 1.90% — 4,755 $2.2M
Deseret Mutual Benefit Administrators 1.06% Reduce -3.1% 4,750 $2.2M
Raelipskie Partnership 1.07% Reduce -4.9% 4,749 $2.2M
Keudell/Morrison Wealth Management 0.56% Add +0.1% 4,748 $2.2M
Geller Advisors LLC 0.14% Add +7.7% 4,719 $2.1M
Murphy, Middleton, Hinkle & Parker, Inc. 1.21% Reduce -4.3% 4,718 $2.1M
BankPlus Trust Department 0.70% — 4,716 $2.1M
Crowley Wealth Management, Inc. 1.88% — 4,712 $2.1M
MMBG Investment Advisors Co. 0.23% Reduce -5.7% 4,710 $2.1M
Piscataqua Savings Bank 1.83% Reduce -0.5% 4,709 $2.1M
Cutler Investment Counsel LLC 0.27% Reduce -0.0% 4,702 $2.1M
Lingohr Asset Management GmbH 4.42% New 4,714 $2.1M
Droms Strauss Advisors Inc. /Mo/ 0.69% Add +0.6% 4,696 $2.1M
Crew Capital Management, Ltd 1.77% Add +9.3% 4,692 $2.1M
Archer Investment Corp 0.57% Add +1.7% 4,690 $2.1M
Park Capital Management, LLC / WI 2.54% — 4,686 $2.1M
James J. Burns & Company, LLC 0.37% Reduce -0.8% 4,674 $2.1M
Guerra Pan Advisors, LLC 1.53% No change 4,650 $2.1M
Aft, Forsyth & Sober, LLC 0.68% No change 4,650 $2.1M
Strategic Investment Advisors / MI 0.22% Reduce -0.7% 4,646 $2.1M
Grant Street Asset Management, Inc. 0.55% Add +31.1% 4,640 $2.1M
Pin Oak Investment Advisors Inc. 1.91% Add +6.8% 4,570 $2.1M
CFO4Life Group, LLC 0.37% Add +2.4% 4,636 $2.1M
Flow Traders U.S. LLC 0.08% New 4,613 $2.1M
LVM Capital Management Ltd. 0.22% Reduce -0.1% 4,610 $2.1M
Emprise Bank 1.18% Reduce -2.4% 4,609 $2.1M
Wulff, Hansen & Co. 1.97% Reduce -2.1% 4,597 $2.1M
Monetary Management Group Inc. 0.54% Reduce -0.3% 4,588 $2.1M
Lokken Investment Group LLC 0.90% Add +4.2% 4,585 $2.1M
Keebeck Wealth Management 0.30% Add +3.9% 4,582 $2.1M
Bell Bank 0.15% Reduce -0.1% 4,580 $2.1M
Doheny Asset Management 1.54% No change 4,565 $2.1M
Sigma Investment Counselors Inc. 0.12% Reduce -1.3% 4,554 $2.1M
Physician Wealth Advisors, Inc. 0.35% Add +12.0% 4,552 $2.1M
LCNB Corp. 0.75% Add +0.6% 4,545 $2.1M
Copperwynd Financial, LLC 0.57% Reduce -1.7% 4,545 $2.1M
Edgewood Management LLC 0.01% No change 4,532 $2.1M
O'Dell Group, LLC 0.46% Reduce -30.7% 4,525 $2.1M
WealthShield Partners, LLC 0.29% Reduce -8.7% 4,523 $2.1M
Centurion Wealth Management LLC 0.64% Add +1.6% 4,516 $2.0M
Weaver Consulting Group 0.63% Reduce -15.3% 4,515 $2.0M
Prentice Wealth Management LLC 0.59% Add +1.9% 4,513 $2.0M
Alliance Wealth Advisors, LLC 1.17% Reduce -0.6% 4,504 $2.0M
World Equity Group, Inc. 0.44% Reduce -11.1% 4,504 $2.0M
Prosperity Planning, Inc. 0.93% Add +0.1% 4,503 $2.0M
Summa Corp. 1.00% Reduce -5.5% 4,502 $2.0M
Grey Fox Wealth Advisors, LLC 0.56% Add +1.4% 4,502 $2.0M
Hamilton Capital, LLC 0.16% Add +0.9% 4,502 $2.0M
Sovran Advisors, LLC 0.29% — 4,514 $2.0M
Wealth Quarterback LLC 0.95% Add +3.7% 4,479 $2.0M
Snider Financial Group 0.63% New 4,473 $2.0M
Sandbox Financial Partners, LLC 0.68% Add +9.6% 4,467 $2.0M
Corrado Advisors, LLC 1.32% Reduce -1.2% 4,466 $2.0M
Private Portfolio Partners LLC 0.37% Add +5.2% 4,462 $2.0M
Helium Advisors LLC 1.60% — 4,459 $2.0M
Ameriflex Group, Inc. 0.92% — 4,308 $2.0M
Fourpath Capital Management, LLC 0.37% Reduce -1.0% 4,454 $2.0M
Bank Hapoalim BM 0.34% Reduce -5.7% 4,448 $2.0M
Portland Global Advisors LLC 0.25% Add +0.1% 4,435 $2.0M
Orleans Capital Management Corp. 1.12% No change 4,250 $2.0M
Gilder Gagnon Howe & Co. LLC 0.02% No change 4,425 $2.0M
Fulcrum Equity Management 1.98% No change 4,410 $2.0M
Lutz Financial Services LLC 0.16% Add +15.2% 4,410 $2.0M
RVW Wealth, LLC 0.19% Add +18.6% 4,404 $2.0M
Abacus Planning Group, Inc. 0.35% Add +0.2% 4,402 $2.0M
Viawealth, LLC 1.20% Reduce -7.9% 4,395 $2.0M
Mitchell Sinkler & Starr 0.53% No change 4,393 $2.0M
Oliver Lagore Vanvalin Investment Group 0.51% Add +3.4% 4,387 $2.0M
Shilanski & Associates, Inc. 0.64% Reduce -3.0% 4,378 $2.0M
Park Edge Advisors, LLC 0.58% Add +21.8% 4,378 $2.0M
Enterprise Financial Services Corp 1.10% Reduce -22.3% 4,378 $2.0M
Annis Gardner Whiting Capital Advisors, LLC 0.56% Reduce -0.7% 4,372 $2.0M
Armbruster Capital Management, Inc. 0.40% Reduce -3.3% 4,372 $2.0M
Cornerstone Capital, Inc. 0.21% No change 4,370 $2.0M
Strategic Financial Services, Inc. 0.12% Add +0.7% 4,365 $2.0M
Constitution Capital LLC 1.11% Reduce -57.5% 4,359 $2.0M
Key Financial Inc 0.45% No change 4,345 $2.0M
McBroom & Associates, LLC 1.11% Reduce -1.0% 4,340 $2.0M
Hall Capital Management Co. Inc. 0.92% — 4,337 $2.0M
Advisory Research Inc. 0.33% Add +0.7% 4,318 $2.0M
Madison Wealth Partners, Inc 0.55% Add +19.4% 4,317 $2.0M
Signal Advisors Wealth, LLC 0.22% Reduce -15.5% 4,316 $2.0M
Hunter Associates Investment Management LLC 0.30% Add +2.7% 4,309 $2.0M
Antonelli Financial Advisors, LLC 1.64% — 4,289 $1.9M
Trust Co. of Toledo NA 0.25% Add +2.8% 4,285 $1.9M
Altus Wealth Group LLC 0.86% Reduce -9.4% 4,265 $1.9M
Gill Capital Partners, LLC 0.69% Add +0.1% 4,240 $1.9M
Castle Rock Wealth Management, LLC 0.46% Add +0.1% 4,007 $1.9M
North Star Asset Management Inc. 0.09% Add +0.0% 4,234 $1.9M
Grant/GrossMendelsohn, LLC 1.00% Reduce -55.7% 4,233 $1.9M
Pachira Investments Inc. 1.17% Add +0.2% 4,243 $1.9M
Wealth Advisory Solutions, LLC 0.54% Add +15.1% 4,231 $1.9M
Community Bank of Raymore 1.51% Add +17.9% 4,225 $1.9M
Gibbs Wealth Management 0.52% Add +28.1% 4,220 $1.9M
Keystone Financial Services, LLC 1.75% — 4,218 $1.9M
New Republic Capital, LLC 1.25% Add +1.2% 4,218 $1.9M
Bridgewealth Advisory Group, LLC 0.54% Add +5.6% 3,974 $1.9M
New Century Financial Group, LLC 0.81% Reduce -3.4% 4,208 $1.9M
M1 Capital Management LLC 1.03% — 4,209 $1.9M
Aft, Forsyth & Company, Inc. 0.94% Reduce -1.6% 4,208 $1.9M
Verity & Verity, LLC 0.17% Add +3.7% 4,204 $1.9M
LGL Partners, LLC 0.28% Add +0.8% 4,199 $1.9M
Kidder Stephen W 0.57% No change 4,192 $1.9M
Byrne Asset Management LLC 1.55% Reduce -0.3% 4,186 $1.9M
TCFG Wealth Management, LLC 0.96% Add +19.3% 4,183 $1.9M
Comprehensive Financial Planning, Inc. 1.60% — 4,175 $1.9M
Bulltick Wealth Management, LLC 0.45% Add +8.1% 4,170 $1.9M
Key Client Fiduciary Advisors, LLC 0.85% Reduce -0.5% 4,167 $1.9M
Fortress Private Ledger, LLC 1.15% — 4,164 $1.9M
First Financial Bank - Trust Division 0.18% Add +1.2% 4,150 $1.9M
bLong Financial, LLC 1.55% — 4,148 $1.9M
RD Lewis Holdings, Inc. 2.07% — 3,976 $1.9M
Arbor Wealth Advisors LLC 1.67% Add +12.2% 4,144 $1.9M
Verum Partners LLC 0.54% Reduce -2.3% 4,142 $1.9M
Legacy Edge Advisors, LLC 0.30% Reduce -5.8% 4,152 $1.9M
Cyrus J. Lawrence, LLC 0.36% Reduce -6.8% 4,139 $1.9M
Northstar Asset Management Inc. 0.49% Reduce -2.9% 4,119 $1.9M
Victory Financial Group, LLC 0.49% — 4,105 $1.9M
Prestige Wealth Management Group LLC 0.39% Reduce -3.4% 4,097 $1.9M
Fuller & Thaler Asset Management, Inc. 0.01% No change 4,088 $1.9M
Affiance Financial, LLC 0.44% Add +0.4% 4,086 $1.9M
Argyle Capital Partners, LLC 1.59% — 4,080 $1.8M
Elevate Wealth Advisory, Inc. 1.38% Add +24.3% 4,066 $1.8M
Greenspring Advisors, LLC 0.40% No change 4,061 $1.8M
Boomfish Wealth Group, LLC 1.12% Add +3.0% 4,061 $1.8M
Two West Capital Advisors LLC 1.57% Reduce -7.5% 4,049 $1.8M
GAM Holding AG 0.14% New 4,047 $1.8M
Capstone Financial Advisors, Inc. 0.11% Add +0.8% 4,039 $1.8M
Motiv8 Investments LLC 1.28% Add +17.7% 4,029 $1.8M
Floyd Financial Group LLC 1.50% — 4,124 $1.8M
Spirit of America Management Corp. 0.37% Add +1.3% 4,020 $1.8M
Interchange Capital Partners, LLC 0.66% Reduce -12.4% 4,003 $1.8M
Galibier Capital Management Ltd. 0.52% No change 3,990 $1.8M
Bluesphere Advisors LLC 0.88% Reduce -0.9% 3,984 $1.8M
Wedgewood Investors Inc. 2.12% No change 3,966 $1.8M
Cannon Financial Strategists, Inc. 0.31% Add +0.3% 3,964 $1.8M
Schwartz Investment Counsel Inc. 0.06% Reduce -3.2% 3,960 $1.8M
Liberty Capital Management, Inc. 0.40% No change 3,952 $1.8M
Mattern Wealth Management LLC 0.39% Reduce -23.3% 3,950 $1.8M
Advisory Resource Group 0.38% Add +1.4% 3,941 $1.8M
Camden National Bank 0.27% Reduce -0.6% 3,939 $1.8M
One Day In July LLC 0.19% Reduce -9.3% 3,939 $1.8M
Vega Investment Solutions 1.47% — 3,937 $1.8M
Agate Pass Investment Management, LLC 0.81% Add +39.3% 3,937 $1.8M
Cove Street Capital, LLC 2.09% No change 3,935 $1.8M
Brown Financial Advisory 1.27% Add +0.2% 3,934 $1.8M
Brown Financial Advisors 0.72% Add +2.9% 3,934 $1.8M
Jackson, Grant Investment Advisers, Inc. 0.69% Reduce -0.4% 3,930 $1.8M
JMG Financial Group, Ltd. 0.06% No change 3,930 $1.8M
Beach Investment Counsel Inc. 0.24% Reduce -47.9% 3,926 $1.8M
Lakeshore Capital Group, Inc. 2.69% — 3,923 $1.8M
Hickory Point Bank & Trust 1.57% — 3,908 $1.8M
Sterling Financial Group, Inc. 0.66% Reduce -0.7% 3,906 $1.8M
S.E.E.D. Planning Group LLC 0.59% Add +415.2% 3,905 $1.8M
Bearing Point Capital, LLC 0.37% — 3,899 $1.8M
Cornerstone Wealth Advisors, Inc. 0.48% Reduce -0.4% 3,893 $1.8M
Granite Harbor Advisors, Inc. 0.98% Add +1.8% 3,891 $1.8M
Resources Management Corp. /CT/ 0.24% Reduce -2.5% 3,887 $1.8M
Legacy Trust 0.41% Reduce -7.2% 3,885 $1.8M
PBMares Wealth Management LLC 0.36% Add +4.5% 3,883 $1.8M
Rise Advisors, LLC 0.85% Add +0.2% 3,878 $1.8M
Capital Wealth Planning, LLC 0.02% Add +0.4% 3,877 $1.8M
DecisionMap Wealth Management, LLC 1.39% — 3,876 $1.8M
Wealthspan Partners, LLC 0.84% Add +0.2% 3,874 $1.8M
River Wealth Advisors LLC 0.23% Reduce -4.6% 3,871 $1.8M
Wealth Management Nebraska 0.29% — 3,868 $1.8M
Gold Investment Management Ltd. 0.74% Reduce -0.1% 3,859 $1.7M
Richards, Merrill & Peterson, Inc. 0.91% — 3,851 $1.7M
Bremer Bank National Association 0.35% Reduce -6.5% 3,851 $1.7M
Boulder Wealth Advisors, LLC 0.90% Add +4.6% 3,842 $1.7M
Steigerwald, Gordon & Koch Inc. 0.20% Reduce -2.1% 3,841 $1.7M
Horizon Wealth Management, LLC 0.30% Add +0.4% 3,838 $1.7M
Asset Planning,Inc 1.32% — 3,831 $1.7M
AllSquare Wealth Management LLC 1.00% Add +29.4% 3,830 $1.7M
Financial Enhancement Group LLC 0.26% Reduce -1.6% 3,902 $1.7M
Dodds Wealth, LLC 0.56% Reduce -3.2% 3,760 $1.7M
Ergawealth Advisors, Inc. 0.86% Add +2.4% 3,819 $1.7M
Mine & Arao Wealth Creation & Management, LLC. 0.79% Reduce -2.4% 3,815 $1.7M
Brucke Financial, Inc. 1.48% — 3,682 $1.7M
Hall Laurie J Trustee 0.57% Reduce -1.9% 3,803 $1.7M
Bolthouse Investments, LLC 1.59% — 3,801 $1.7M
Intact Investment Management Inc. 0.06% Reduce -17.4% 3,800 $1.7M
Allied Investment Advisors, LLC 0.35% Add +24.6% 3,798 $1.7M
Obsidian Cio, LLC 0.31% Reduce -0.5% 3,796 $1.7M
Olde Wealth Management, LLC 0.61% No change 3,791 $1.7M
Spreng Capital Management, Inc. 0.76% Reduce -1.2% 3,780 $1.7M
Osterweis Capital Management Inc. 0.10% Reduce -0.9% 3,765 $1.7M
Measured Risk Portfolios, Inc. 1.90% — 3,764 $1.7M
Vicus Capital 0.15% Reduce -0.9% 3,764 $1.7M
Optimum Investment Advisors 0.75% No change 3,755 $1.7M
First Commonwealth Financial Corp 0.40% Add +1.1% 3,752 $1.7M
Eldridge Investment Advisors, Inc. 0.40% Reduce -1.9% 3,751 $1.7M
Miller Financial Services LLC 1.44% — 3,749 $1.7M
Yarger Wealth Strategies, LLC 0.98% Add +0.5% 3,746 $1.7M
Cypress Financial Planning LLC 0.62% Add +0.4% 3,742 $1.7M
Hemington Wealth Management 0.43% Add +7.1% 3,740 $1.7M
Wealth Advisors of Iowa, LLC 0.85% Add +2.4% 3,739 $1.7M
Integrity Financial Corp 0.97% Reduce -2.3% 3,727 $1.7M
Wealth Advisors of Tampa Bay, LLC 0.72% No change 3,725 $1.7M
Provident Co of the Employees of the Hebrew University LTD 1.96% Add +0.6% 3,722 $1.7M
Galvin, Gaustad & Stein, LLC 0.15% Reduce -11.1% 3,713 $1.7M
Columbia Bank 0.58% Add +3.1% 3,740 $1.7M
One River Asset Management, LLC 2.52% New 3,722 $1.7M
Gibraltar Capital Management, Inc. 0.74% Add +1.5% 3,707 $1.7M
Guardian Partners Inc. 0.17% — 3,718 $1.7M
Prossimo Advisors, LLC 1.21% Reduce -0.1% 3,701 $1.7M
Putney Financial Group LLC 1.49% — 3,701 $1.7M
Prudent Man Advisors, LLC 0.61% Reduce -8.1% 3,626 $1.7M
Atwood & Palmer Inc. 0.11% Add +0.2% 3,691 $1.7M
Sharkey, Howes & Javer 0.23% Add +0.2% 3,688 $1.7M
Van Strum & Towne Inc. 0.59% Add +15.7% 3,681 $1.7M
D.B. Root & Company, LLC 0.53% Reduce -1.4% 3,676 $1.7M
Value Partners Investments Inc. 0.94% Add +3.9% 3,675 $1.7M
CMH Wealth Management LLC 0.38% Add +58.1% 3,672 $1.7M
Cahill Wealth Management, LLC 0.85% Add +25.7% 3,672 $1.7M
Convergence Investment Partners, LLC 0.37% Reduce -0.6% 3,669 $1.7M
IFG Advisors, LLC 0.33% Add +1.5% 3,665 $1.7M
Paradigm Asset Management Co. LLC 0.45% Reduce -24.7% 3,664 $1.7M
Investment Advisory Group, LLC 0.56% Add +7.3% 3,662 $1.7M
Empire Financial Management Company, LLC 0.52% Reduce -27.9% 3,661 $1.7M
Crown Wealth Group, LLC 0.67% Add +1.0% 3,660 $1.7M
Hoertkorn Richard Charles 0.68% Reduce -0.5% 3,654 $1.7M
Peak Retirement Planning, Inc. 1.12% — 3,652 $1.7M
PKS Advisory Services, LLC 0.41% — 3,648 $1.7M
Corundum Group, Inc. 0.62% Add +133.9% 3,647 $1.7M
LaSalle St. Investment Advisors, LLC 0.51% Add +75.9% 3,645 $1.7M
StrongBox Wealth, LLC 0.70% Add +5.4% 3,641 $1.7M
Palisade Asset Management, LLC 0.17% Reduce -0.1% 3,640 $1.6M
Family CFO Inc 0.91% No change 3,639 $1.6M
Tacita Capital Inc 1.17% Reduce -4.0% 3,628 $1.6M
Landmark Wealth Management, Inc. 0.80% Add +20.0% 3,628 $1.6M
Blue Capital, Inc. 1.16% — 3,618 $1.6M
WR Wealth Planners, LLC 0.53% Add +1.0% 3,605 $1.6M
State of Wyoming 0.21% Add +97.4% 3,602 $1.6M
Amplius Wealth Advisors, LLC 0.17% Reduce -8.9% 3,602 $1.6M
Proffitt & Goodson Inc. 0.27% No change 3,599 $1.6M
Clean Yield Group 0.52% Reduce -0.1% 3,598 $1.6M
Freedom Investment Management, Inc. 0.14% Add +4.3% 3,596 $1.6M
Coordinated Financial Services, Inc. 1.29% — 3,595 $1.6M
Prairie Sky Financial Group LLC 1.00% Add +46.9% 3,594 $1.6M
Rezny Wealth Management, Inc. 0.40% Add +12.7% 3,593 $1.6M
XY Capital Ltd 1.81% New 3,585 $1.6M
Penbrook Management LLC 1.11% No change 3,580 $1.6M
JGP Wealth Management, LLC 0.21% Add +88.8% 3,573 $1.6M
Sequent Asset Management, LLC 0.80% No change 3,571 $1.6M
Advisors Management Group Inc. 0.38% Add +1.5% 3,569 $1.6M
S.A. Mason LLC 0.85% Add +0.4% 3,553 $1.6M
GW Henssler & Associates Ltd. 0.09% Reduce -1.4% 3,497 $1.6M
Spartan Planning & Wealth Management 1.47% — 3,547 $1.6M
Alliance Wealth Advisors, LLC 0.41% Add +3.7% 3,547 $1.6M
Williams & Novak, LLC 1.55% Reduce -8.3% 3,546 $1.6M
Abacus Wealth Partners, LLC 0.24% Add +6.1% 3,538 $1.6M
MTM Investment Management, LLC 0.62% Add +10.1% 3,537 $1.6M
tru Independence LLC 0.50% Add +0.3% 3,534 $1.6M
Trek Financial, LLC 0.12% Reduce -11.6% 3,532 $1.6M
MPS Loria Financial Planners, LLC 0.47% Add +6.6% 3,531 $1.6M
Family Capital Management, Inc. 0.96% Reduce -0.4% 3,524 $1.6M
Register Financial Advisors LLC 0.80% No change 3,523 $1.6M
Capstone Wealth Management Group, LLC 0.85% New 3,521 $1.6M
Occidental Asset Management, LLC 0.25% Reduce -3.8% 3,518 $1.6M
Grove Bank & Trust 0.22% Add +3.4% 3,511 $1.6M
Factor Wealth Management LTD 0.53% — 3,509 $1.6M
Rational Advisors, Inc. 0.16% Reduce -3.7% 3,504 $1.6M
Silverlake Wealth Management LLC 0.61% Reduce -9.1% 3,501 $1.6M
Rappaport Reiches Capital Management, LLC 0.41% Add +4.3% 3,500 $1.6M
Heritage Wealth Management, Inc. 0.53% Reduce -0.5% 3,494 $1.6M
Marshall Financial Group, LLC 0.38% Add +26.6% 3,494 $1.6M
Patrick M Sweeney & Associates, Inc. 1.19% Add +0.9% 3,492 $1.6M
SFE Investment Counsel 0.34% Reduce -0.1% 3,492 $1.6M
English Capital Management LLC 1.20% Add +58066.7% 3,490 $1.6M
Blackston Financial Advisory Group, LLC 0.79% Reduce -3.3% 3,488 $1.6M
Durante & Waters, LLC 1.30% No change 3,480 $1.6M
Shelter Mutual Insurance Co 0.39% No change 3,474 $1.6M
Summit X, LLC 0.35% Reduce -0.8% 3,460 $1.6M
Barden Capital Management, Inc. 1.34% Add +2.1% 3,459 $1.6M
Alpha Family Trust 0.88% No change 3,450 $1.6M
Pacific Sage Partners, LLC 0.36% Add +23.0% 3,448 $1.6M
Birchbrook, Inc. 0.89% Add +1.1% 3,447 $1.6M
MV Capital Management, Inc. 0.17% Reduce -2.4% 3,439 $1.6M
Red Wave Investments LLC 0.55% No change 3,438 $1.6M
Uhlmann Price Securities, LLC 1.18% Reduce -0.6% 3,437 $1.6M
Fairman Group, LLC 1.28% No change 3,437 $1.6M
Redwood Investment Management, LLC 0.15% Add +52.4% 3,436 $1.6M
MKT Advisors LLC 0.68% Reduce -13.1% 3,326 $1.6M
Tandem Investment Partners LLC 1.49% — 3,431 $1.6M
Bank of Nova Scotia Trust Co. 0.16% Reduce -6.0% 3,427 $1.6M
Orrstown Financial Services Inc. 0.42% Add +4.0% 3,426 $1.6M
Stonebrook Private Inc. 0.40% Add +5.2% 3,413 $1.5M
Pathway Financial Advisers, LLC 0.52% Reduce -99.8% 3,412 $1.5M
Broyhill Asset Management, LLC 1.36% — 3,411 $1.5M
White Lighthouse Investment Management Inc. 0.27% No change 3,410 $1.5M
Sage Capital Management, LLC 0.78% Add +1.5% 3,406 $1.5M
Access Financial Services, Inc. 0.69% No change 3,406 $1.5M
Horst & Graben Wealth Management LLC 0.27% Add +3.6% 3,394 $1.5M
Maridea Wealth Management LLC 0.50% — 3,390 $1.5M
Tandem Capital Management Corp. 0.82% No change 3,388 $1.5M
Leisure Capital Management 0.60% Reduce -3.0% 3,381 $1.5M
Puzo Michael J 0.43% Reduce -7.5% 3,381 $1.5M
YANKCOM Partnership 0.82% — 3,376 $1.5M
Clarus Group, Inc. 0.54% No change 3,375 $1.5M
Encompass Wealth Advisors, LLC 0.62% Reduce -29.9% 3,374 $1.5M
Ames National Corp. 1.03% — 3,365 $1.5M
Maia Wealth LLC 0.33% Add +34.6% 3,213 $1.5M
California First Leasing Corp. 0.63% No change 3,364 $1.5M
Watts Gwilliam & Co., LLC 0.32% Add +1.7% 3,364 $1.5M
CNB Bank 0.71% Add +8.2% 3,359 $1.5M
First Bank & Trust 0.29% Add +8.3% 3,352 $1.5M
Cladis Investment Advisory, LLC 1.08% Add +0.3% 3,351 $1.5M
Hamilton Capital Partners, LLC 0.96% — 3,349 $1.5M
Oak Harvest Investment Services 0.21% Add +4.2% 3,349 $1.5M
Westpac Banking Corp. 0.10% No change 3,344 $1.5M
Perpetual Ltd 0.02% Reduce -0.9% 3,344 $1.5M
LifeSteps Financial, Inc. 1.16% Reduce -0.1% 3,338 $1.5M
Baron Silver Stevens Financial Advisors, LLC 0.26% Add +1.5% 3,336 $1.5M
Kintra Wealth, LLC 1.05% Add +36.0% 3,335 $1.5M
Blue Chip Partners, LLC 0.13% Reduce -0.1% 3,322 $1.5M
IronOak Wealth LLC. 1.69% — 3,322 $1.5M
Cardinal Strategic Wealth Guidance 0.48% Add +24.8% 3,316 $1.5M
Riverwater Partners LLC 0.73% Reduce -1.5% 3,311 $1.5M
Pennsylvania Capital Management Inc. 0.52% Add +0.5% 3,308 $1.5M
Sageworth Trust Co 0.09% Reduce -0.5% 3,306 $1.5M
Quantum Financial Advisors, LLC 0.23% Add +0.3% 3,290 $1.5M
Watershed Private Wealth LLC 0.58% No change 3,289 $1.5M
Capital Market Strategies LLC 0.86% Add +0.2% 3,286 $1.5M
Cyndeo Wealth Partners, LLC 0.10% Add +15.9% 3,280 $1.5M
South Street Advisors LLC 0.23% No change 3,277 $1.5M
Shepherd Financial Partners LLC 0.18% Add +1.5% 3,277 $1.5M
Fi3 FINANCIAL ADVISORS, LLC 0.56% Add +6.1% 3,273 $1.5M
First Community Trust NA 1.06% No change 3,270 $1.5M
Fairway Wealth LLC 0.67% Add +0.9% 3,270 $1.5M
Marshall & Sterling Wealth Advisors Inc. 1.02% — 3,268 $1.5M
Paces Ferry Wealth Advisors, LLC 0.72% Add +0.2% 3,263 $1.5M
Bison Wealth, LLC 0.18% — 3,261 $1.5M
Banque Transatlantique SA 0.04% — 3,270 $1.5M
Sollinda Capital Management LLC 0.40% Add +14.8% 3,243 $1.5M
Fernwood Investment Management, LLC 0.51% Add +1.6% 3,235 $1.5M
Cornerstone National Bank & Trust Co 0.67% Add +1.3% 3,233 $1.5M
Magnolia Private Wealth, LLC 1.30% — 3,230 $1.5M
Smart Money Group LLC 0.51% Add +3.4% 3,229 $1.5M
Fortune 45 LLC 0.95% Add +17.9% 3,226 $1.5M
Peninsula Wealth, LLC 0.25% Add +4.2% 3,216 $1.5M
Asahi Life Asset Management Co., LTD. 0.89% Reduce -7.8% 3,215 $1.5M
Motco 0.15% Reduce -26.5% 3,215 $1.5M
Westside Investment Management, Inc. 0.31% Reduce -2.3% 3,215 $1.5M
Atlas Legacy Advisors, LLC 0.35% — 3,214 $1.5M
Warm Springs Advisors Inc. 1.35% — 3,212 $1.5M
G&S Capital LLC 0.60% Reduce -5.3% 3,211 $1.5M
Noesis Capital Mangement Corp. 0.28% Add +0.2% 3,211 $1.5M
Trilogy Capital Inc. 0.07% Reduce -4.9% 3,204 $1.5M
AGH Wealth Advisors, LLC 1.35% — 3,203 $1.5M
GEN Financial Management, INC. 0.94% — 3,197 $1.4M
Farmers National Bank 0.42% — 3,192 $1.4M
Capital Management Associates, Inc 0.54% Reduce -1.4% 3,189 $1.4M
F/m Investments LLC 0.05% Add +4.0% 3,184 $1.4M
Wellspring Financial Advisors, LLC 0.15% Add +2.0% 3,183 $1.4M
Cascades Capital Asset Management, LLC 0.79% Add +11.7% 3,174 $1.4M
McGowan Group Asset Management, Inc. 0.20% Add +50.4% 3,169 $1.4M
Unique Wealth, LLC 0.30% Add +16.3% 3,168 $1.4M
MBM Wealth Consultants, LLC 0.43% Add +4.0% 3,177 $1.4M
Prairie Wealth Advisors, Inc. 0.69% Reduce -0.1% 3,161 $1.4M
Lee Johnson Capital Management, LLC 0.76% Add +12.6% 3,160 $1.4M
Indiana Trust & Investment Management Co 0.49% Reduce -0.8% 3,153 $1.4M
Keeley-Teton Advisors, LLC 0.17% No change 3,150 $1.4M
Trigran Investments, Inc. 0.16% No change 3,150 $1.4M
Nottingham Advisors, Inc. 0.18% Reduce -67.6% 3,145 $1.4M
Pacific Global Investment Management Co. 1.83% Reduce -94.2% 3,135 $1.4M
Campbell Capital Management Inc. 0.56% No change 3,133 $1.4M
VSM Wealth Advisory, LLC 0.51% — 3,131 $1.4M
Bryant Woods Investment Advisors, LLC 0.69% Add +6.1% 3,122 $1.4M
Lakeridge Wealth Management LLC 0.73% Add +0.3% 3,120 $1.4M
Heritage Financial Services, LLC 0.19% Reduce -2.2% 3,120 $1.4M
Advus Financial Partners, LLC 0.40% Add +6.2% 3,118 $1.4M
Somerville Kurt F 0.24% Reduce -8.4% 3,114 $1.4M
Aspen Wealth Management LLC 0.42% Reduce -7.7% 3,113 $1.4M
WMG Financial Advisors, LLC 0.61% Add +11.8% 3,112 $1.4M
Bank of Marin 1.12% Reduce -1.0% 3,107 $1.4M
Hoey Investments, Inc. 0.24% Add +0.3% 3,106 $1.4M
Old Well Partners, LLC 2.68% Reduce -39.2% 3,100 $1.4M
Inspire Advisors, LLC 0.17% Add +1.8% 3,099 $1.4M
Tang Capital Management LLC 0.09% Add +49.1% 3,099 $1.4M
Almanack Investment Partners, LLC. 0.22% Reduce -1.0% 3,087 $1.4M
Lumbard & Kellner, LLC 0.60% Reduce -0.2% 3,085 $1.4M
Cassia Capital Partners, LLC 0.89% Add +20.8% 3,082 $1.4M
Heartland Bank & Trust Co 0.76% Reduce -15.8% 3,082 $1.4M
Legacy Capital Wealth Management, LLC 1.38% — 3,077 $1.4M
Rollins Financial Advisors, LLC 0.22% Add +2.4% 3,075 $1.4M
Lionshead Wealth Management, LLC 1.01% — 3,073 $1.4M
Orca Wealth Management, LLC 1.25% — 3,071 $1.4M
Oxbow Advisors, LLC 0.17% Reduce -1.8% 3,071 $1.4M
IAM Advisory, LLC 0.35% Reduce -0.8% 3,070 $1.4M
Dempze Nancy E 0.80% Reduce -2.9% 3,066 $1.4M
Gries Financial LLC 0.25% Add +0.3% 3,066 $1.4M
Inspirion Wealth Advisors, LLC 0.19% Reduce -6.1% 3,066 $1.4M
JT Stratford LLC 0.23% Reduce -12.9% 3,062 $1.4M
Ellevest, Inc. 0.08% Reduce -1.2% 3,062 $1.4M
Act Wealth Management, LLC 0.65% Add +0.3% 3,049 $1.4M
American Trust 0.11% Reduce -0.6% 3,047 $1.4M
Retirement Investment Advisors, Inc. 0.15% Reduce -0.7% 3,045 $1.4M
McKinley Carter Wealth Services, Inc. 0.08% Reduce -5.2% 3,045 $1.4M
Bard Associates Inc. 0.47% Reduce -15.3% 3,037 $1.4M
Calydon Capital 0.27% Reduce -46.2% 3,037 $1.4M
Paragon Advisors, LLC 0.47% New 3,035 $1.4M
Signature Wealth Management Partners, LLC 0.94% Reduce -0.9% 3,033 $1.4M
BayBridge Capital Group, LLC 1.00% Add +1.7% 3,032 $1.4M
Abundance Wealth Counselors 0.30% Add +15.6% 3,030 $1.4M
Compass Investment Advisers LLC 3.99% — 3,029 $1.4M
Corps Capital Advisors, LLC 1.39% — 3,028 $1.4M
Ring Mountain Capital, LLC 0.92% — 3,028 $1.4M
Arkansas Financial Group, Inc. 0.22% No change 3,023 $1.4M
Oliver Luxxe Assets LLC 0.25% No change 2,970 $1.4M
Centerpoint Advisors, LLC 0.48% No change 3,009 $1.4M
Syverson Strege & Co 0.45% Add +14.4% 3,009 $1.4M
Round Rock Advisors LLC 0.28% Add +0.6% 3,006 $1.4M
Capital Management Associates 1.60% 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 1.17% No change 2,993 $1.4M
Wealthgarden F.S. LLC 1.27% Reduce -1.1% 2,990 $1.4M
Pasadena Private Wealth, LLC 0.28% No change 2,989 $1.4M
Smith Thornton Advisors LLC 0.86% Add +0.9% 2,988 $1.4M
Beaton Management Co. Inc. 0.68% Reduce -4.6% 2,985 $1.4M
Keeler & Nadler Financial Planning & Wealth Management 0.63% No change 2,977 $1.3M
Strid Group, LLC 0.21% Add +2.3% 2,974 $1.3M
M. Kulyk & Associates, LLC 0.29% Add +108.4% 2,972 $1.3M
Patron Partners, LLC 0.73% Add +3.8% 2,971 $1.3M
Sachetta, LLC 0.53% Reduce -5.7% 2,971 $1.3M
BlackDiamond Wealth Management, LLC 0.78% Reduce -4.2% 2,966 $1.3M
Montz Harcus Wealth Management LLC 0.75% Reduce -0.1% 2,965 $1.3M
Greatmark Investment Partners, Inc. 0.18% Reduce -0.8% 2,950 $1.3M
Farley Capital L.P. 1.14% No change 2,949 $1.3M
Legend Financial Advisors, Inc. 0.94% Add +7.2% 2,946 $1.3M
Paragon Capital Management LLC 0.72% Reduce -0.9% 2,944 $1.3M
Hemenway Trust Co LLC 0.11% Add +2.7% 2,938 $1.3M
Jacobsen Capital Management 0.57% Add +0.4% 2,937 $1.3M
Twin Peaks Wealth Advisors, LLC 0.56% Add +10.0% 2,932 $1.3M
Lighthouse Investment Partners, LLC 0.05% New 2,930 $1.3M
Werba Rubin Papier Wealth Management 0.31% Add +3.6% 2,926 $1.3M
Trueblood Wealth Management, LLC 0.65% Add +4.1% 2,920 $1.3M
IMA Advisory Services, Inc. 0.16% No change 2,919 $1.3M
Hilltop Partners LLC 0.45% Add +34.4% 2,918 $1.3M
All Terrain Financial Advisors, LLC 0.51% No change 2,914 $1.3M
Great Diamond Partners, LLC 0.34% Add +0.3% 2,909 $1.3M
First United Bank & Trust 0.48% No change 2,904 $1.3M
Acorns Advisers, LLC 0.01% Add +11.5% 2,888 $1.3M
McLean Asset Management Corp 0.39% Add +4.9% 2,884 $1.3M
Wellington Shields Capital Management, LLC 0.23% Add +10.6% 2,875 $1.3M
Reliant Investment Partners, LLC 1.15% — 2,873 $1.3M
Objective Capital Management, LLC 0.87% Add +0.7% 2,872 $1.3M
Scientech Research LLC 0.37% Add +31.7% 2,865 $1.3M
Legacy Capital Group California, Inc. 0.40% Add +8.0% 2,862 $1.3M
Connable Office Inc. 0.13% Reduce -8.0% 2,861 $1.3M
Oakwell Private Wealth Management, LLC 0.36% Add +1.6% 2,854 $1.3M
Financial Perspectives, Inc 0.43% Add +12.2% 2,853 $1.3M
Courage Miller Partners, LLC 0.44% No change 2,850 $1.3M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.48% No change 2,725 $1.3M
Davis Capital Management 1.05% Reduce -1.5% 2,845 $1.3M
CCG Wealth Management, LLC 0.72% Reduce -1.0% 2,840 $1.3M
Triune Financial Partners, LLC 0.41% Add +12.3% 2,840 $1.3M
Colorado Capital Management, Inc. 0.62% Reduce -4.6% 2,840 $1.3M
Hill Investment Group Partners, LLC 0.17% Add +9.0% 2,838 $1.3M
Wealth Group, Ltd. 0.83% Reduce -4.8% 2,837 $1.3M
HT Partners LLC 0.44% Reduce -2.8% 2,832 $1.3M
Cairn Investment Group, Inc. 0.75% No change 2,828 $1.3M
Financial Harvest, LLC 1.08% — 2,828 $1.3M
Greenfield Savings Bank 0.61% No change 2,827 $1.3M
Point Windward Advisors Inc. 0.48% Reduce -3.4% 2,825 $1.3M
May Hill Capital, LLC 0.50% — 2,823 $1.3M
REDW Wealth LLC 0.44% Reduce -57.9% 2,821 $1.3M
Gateway Wealth Partners, LLC 0.33% Add +69.0% 2,821 $1.3M
SWS Partners 0.39% Add +217.3% 2,818 $1.3M
Washburn Capital Management, Inc. 0.79% Add +11.6% 2,802 $1.3M
Sprinkle Financial Consultants LLC 0.86% Reduce -0.2% 2,799 $1.3M
Mindset Wealth Management, LLC 0.46% Add +1.5% 2,796 $1.3M
Partnership Wealth Management, LLC 1.05% Add +37.5% 2,792 $1.3M
Missouri Trust & Investment Co 0.44% Add +0.2% 2,791 $1.3M
WESPAC Advisors SoCal, LLC 0.29% Reduce -0.3% 2,789 $1.3M
Ullmann Wealth Partners Group, LLC 0.16% Add +0.9% 2,788 $1.3M
Pinnacle West Asset Management, Inc. 0.90% Reduce -1.8% 2,785 $1.3M
Activest Wealth Management 0.35% Add +10.1% 2,784 $1.3M
Valtinson Bruner Financial Planning LLC 0.44% Add +6.2% 2,778 $1.3M
Coign Capital Advisors LLC 1.16% — 2,770 $1.3M
Stamos Capital Partners, L.P. 0.29% Add +24.8% 2,770 $1.3M
Fulcrum Capital LLC 0.26% No change 2,770 $1.3M
Hubbell Strickland Wealth Management, LLC 0.60% Reduce -8.1% 2,770 $1.3M
Wolff Financial Management LLC 0.35% No change 2,766 $1.3M
Sierra Ocean, LLC 1.02% — 2,764 $1.3M
Jessup Wealth Management, Inc 0.53% Add +0.0% 2,761 $1.3M
Barnes Pettey Financial Advisors, LLC 0.96% Reduce -0.3% 2,760 $1.3M
Charter Research & Investment Group, Inc. 0.95% Reduce -1.1% 2,759 $1.3M
Darden Wealth Group Inc 0.85% Add +4.8% 2,758 $1.3M
Prospect Financial Group LLC 1.54% — 2,757 $1.2M
Chesley Taft & Associates LLC 0.06% Reduce -3.2% 2,756 $1.2M
Gallagher Fiduciary Advisors, LLC 0.24% Add +18.6% 2,750 $1.2M
Ackerman Capital Advisors, LLC 0.33% No change 2,749 $1.2M
Maryland Capital Advisors Inc. 0.58% Add +177.5% 2,747 $1.2M
Benchmark Wealth Management, LLC 0.61% Reduce -4.5% 2,735 $1.2M
Denver Wealth Management, Inc. 0.56% No change 2,732 $1.2M
VestGen Investment Management 0.34% Add +9.3% 2,731 $1.2M
Catalyst Private Wealth, LLC 0.55% Reduce -1.1% 2,727 $1.2M
Sovereign Financial Group, Inc. 0.28% Reduce -6.2% 2,725 $1.2M
CGN Advisors LLC 0.12% Reduce -9.0% 2,722 $1.2M
Coastwise Capital Group, LLC 0.98% Reduce -3.3% 2,711 $1.2M
Consilium Wealth Advisory, LLC 0.59% Reduce -0.2% 2,709 $1.2M
TLWM 0.24% Add +9.7% 2,704 $1.2M
Stablepoint Partners, LLC 0.22% Reduce -3.6% 2,700 $1.2M
ZEGA Investments, LLC 0.36% — 2,641 $1.2M
Ssi Investment Management LLC 0.44% Reduce -0.1% 2,698 $1.2M
Blalock Williams, LLC 1.42% — 2,695 $1.2M
Claris Financial LLC 0.80% — 2,694 $1.2M
Financial Management Professionals, Inc. 0.15% Add +1.7% 2,691 $1.2M
McNaughton Wealth Management, LLC 0.59% Add +1.4% 2,689 $1.2M
Beacon Financial Advisory LLC 0.40% Add +9.2% 2,689 $1.2M
Country Trust Bank 0.03% Add +0.4% 2,682 $1.2M
Rowlandmiller & Partners.adv 0.25% Add +1.5% 2,682 $1.2M
Acorn Financial Advisory Services Inc. 0.20% Reduce -48.3% 2,681 $1.2M
Pursue Wealth Partners LLC 0.70% Reduce -12.6% 2,680 $1.2M
Rothschild Capital Partners, LLC 0.29% New 2,680 $1.2M
Family Firm, Inc. 0.27% No change 2,680 $1.2M
Fortitude Financial, LLC 0.68% — 2,676 $1.2M
Chancellor Financial Group WB LP 0.98% — 2,675 $1.2M
CKW Financial Group 0.15% Add +27.9% 2,666 $1.2M
McGlone Suttner Wealth Management, Inc. 0.20% Add +4.0% 2,660 $1.2M
Ayrshire Capital Management LLC 0.59% Add +163.5% 2,659 $1.2M
Milestone Asset Management, LLC 0.27% Reduce -27.2% 2,659 $1.2M
Onyx Bridge Wealth Group LLC 0.17% Add +0.3% 2,657 $1.2M
MFA Wealth Services 0.97% — 2,655 $1.2M
Veracity Capital LLC 0.44% Reduce -0.5% 2,654 $1.2M
First County Bank 0.67% Reduce -3.5% 2,648 $1.2M
PCG Asset Management, LLC 1.05% — 2,646 $1.2M
Wealth Forward, LLC 0.85% Add +6.1% 2,645 $1.2M
Creekmur Asset Management LLC 0.27% Reduce -0.1% 2,642 $1.2M
Perissos Private Wealth Management, LLC 0.89% Reduce -1.9% 2,638 $1.2M
Waycross Investment Management Co 1.26% Add +175.0% 2,637 $1.2M
Family Investment Center, Inc. 0.30% Add +34.8% 2,637 $1.2M
MN Wealth Advisors, LLC 0.67% Add +1.7% 2,636 $1.2M
Prasad Wealth Partners, LLC 0.39% — 2,630 $1.2M
Seascape Capital Management 0.41% Reduce -0.1% 2,624 $1.2M
Flynn Zito Capital Management, LLC 0.55% Reduce -0.7% 2,620 $1.2M
Investidor Profissional Gestao de Recursos Ltda. 1.46% Add +25.0% 2,618 $1.2M
River Street Advisors LLC 0.61% Reduce -1.3% 2,613 $1.2M
Bantamac Capital, LLC 0.53% Reduce -20.6% 2,609 $1.2M
Mountain Capital Investment Advisors Inc. 0.24% Add +2.1% 2,527 $1.2M
Narus Financial Partners, LLC 0.40% Add +5.5% 2,605 $1.2M
Total Investment Management Inc. 0.17% Add +13.9% 2,602 $1.2M
Eclectic Associates Inc. 0.35% Add +9.6% 2,600 $1.2M
First Bancorp, Inc 0.81% Reduce -3.1% 2,597 $1.2M
Sunpointe, LLC 0.59% Add +14.3% 2,597 $1.2M
KPP Advisory Services LLC 0.28% Add +10.4% 2,594 $1.2M
Avantra Family Wealth, Inc. 1.10% — 2,591 $1.2M
Atwater Malick LLC 0.39% No change 2,591 $1.2M
Members Trust Co 0.04% Add +9.0% 2,591 $1.2M
Harel Insurance Investments & Financial Services Ltd. 0.02% Add +166.7% 2,590 $1.2M
Milestone Asset Management Group, LLC 1.05% — 2,583 $1.2M
Compass Advisory Group LLC 0.42% Reduce -3.7% 2,581 $1.2M
Rice Hall James & Associates, LLC 0.06% Reduce -1.7% 2,580 $1.2M
Valley Brook Capital Group, Inc. 0.87% Add +1.4% 2,575 $1.2M
Ariadne Wealth Management, LP 0.53% Reduce -1.0% 2,482 $1.2M
Parkside Advisors LLC 0.27% No change 2,574 $1.2M
Affinity Capital Advisors, LLC 0.22% No change 2,574 $1.2M
SC&H Financial Advisors, Inc. 0.24% Add +4.9% 2,559 $1.2M
BlueSky Wealth Advisors, LLC 0.18% No change 2,553 $1.2M
Goldstone Financial Group, LLC 0.18% Reduce -3.1% 2,551 $1.2M
Maripau Wealth Management LLC 0.69% New 2,550 $1.2M
Ellenbecker Investment Group 0.21% Reduce -5.1% 2,548 $1.2M
Investmark Advisory Group LLC 0.57% No change 2,546 $1.2M
Wealth Group Ltd 0.33% Add +2.3% 2,542 $1.2M
Elevated Capital Advisors, LLC 0.31% Add +21.1% 2,542 $1.2M
High Net Worth Advisory Group LLC 0.32% Add +0.2% 2,541 $1.2M
Clear Creek Financial Management, LLC 0.12% Add +8.4% 2,540 $1.2M
Seven Mile Advisory 0.73% Add +16.1% 2,534 $1.1M
RAM Investment Partners, LLC 0.28% Add +1.2% 2,534 $1.1M
Beacon Capital Management, LLC 0.15% Reduce -2.6% 2,532 $1.1M
Full Sail Capital, LLC 0.07% Reduce -0.8% 2,530 $1.1M
Private Wealth Management Group, LLC 0.44% Add +1.0% 2,529 $1.1M
Capital Planning LLC 0.30% Add +49.4% 2,527 $1.1M
Wayfinding Financial, LLC 0.61% New 2,519 $1.1M
Oregon Pacific Wealth Management, LLC 1.12% — 2,515 $1.1M
Virtus Advisers, LLC 0.47% Add +24.2% 2,511 $1.1M
Francis Financial, Inc. 0.29% Add +25.4% 3,335 $1.1M
Marco Investment Management LLC 0.10% Reduce -11.2% 2,505 $1.1M
Rodgers Brothers Inc. 0.15% No change 2,503 $1.1M
Per Stirling Capital Management, LLC. 0.16% Reduce -3.1% 2,499 $1.1M
Uniting Wealth Partners, LLC 0.55% — 2,497 $1.1M
Cascade Investment Advisors, Inc. 0.73% Reduce -0.6% 2,495 $1.1M
Jackson Thornton Wealth Management, LLC 0.14% Add +24.2% 2,495 $1.1M
TPG Advisors LLC 0.88% Add +6.9% 2,489 $1.1M
Sawgrass Asset Management LLC 0.12% Reduce -2.5% 2,488 $1.1M
Burton Enright Welch 0.24% Reduce -3.8% 2,487 $1.1M
Creative Capital Management Investments LLC 0.47% No change 2,484 $1.1M
CarsonAllaria Wealth Management, Ltd. 0.64% Reduce -1.9% 2,483 $1.1M
Syntegra Private Wealth Group, LLC 0.13% Reduce -7.5% 2,477 $1.1M
Canopy Partners, LLC 0.43% Add +5.4% 2,472 $1.1M
Hexagon Capital Partners LLC 0.20% Add +2.3% 2,468 $1.1M
CMC Financial Group 2.38% Reduce -3.7% 2,465 $1.1M
Breed's Hill Capital LLC 0.58% Add +152.7% 2,464 $1.1M
Harvest Investment Services, LLC 0.27% Add +83.9% 2,463 $1.1M
Kensington Investment Counsel, LLC 0.47% Reduce -1.0% 2,460 $1.1M
Clark Wealth Partners 0.86% — 2,449 $1.1M
4WEALTH Advisors, Inc. 1.13% — 2,441 $1.1M
Topsail Wealth Management, LLC 0.24% — 2,436 $1.1M
Kennebec Savings Bank 1.11% Reduce -1.1% 2,487 $1.1M
Spectrum Planning & Advisory Services Inc. 0.96% No change 2,431 $1.1M
Arvest Bank Trust Division 0.07% Add +183.3% 2,428 $1.1M
Safeguard Financial, LLC 0.24% Reduce -0.3% 2,427 $1.1M
Sunesis Advisors, LLC 0.67% No change 2,424 $1.1M
Wealthquest Corp 0.09% Reduce -2.5% 2,420 $1.1M
Treynor Bancshares, Inc. 1.16% Reduce -0.4% 2,415 $1.1M
Element Wealth, LLC 0.57% Add +0.1% 2,414 $1.1M
Carmel Capital Partners, LLC 0.44% Reduce -9.8% 2,413 $1.1M
Phocas Financial Corp. 0.15% No change 2,412 $1.1M
Atlantic Family Wealth, LLC 1.29% — 2,407 $1.1M
Home Federal Bank of Tennessee 0.32% Reduce -0.2% 2,403 $1.1M
Warner Financial, Inc. 0.47% Reduce -6.1% 2,398 $1.1M
Wealthstream Advisors, Inc. 0.20% Reduce -0.1% 2,393 $1.1M
Chapman Investment Management, LLC 0.81% No change 2,391 $1.1M
Riggs Asset Managment Co. Inc. 0.29% Add +1.4% 2,396 $1.1M
Richmond Investment Services, LLC 0.61% — 2,389 $1.1M
Etesian Wealth Advisors, Inc. 0.48% Reduce -0.9% 2,388 $1.1M
Riverchase Wealth Management, LLC 0.81% — 2,387 $1.1M
Eagle Strategies LLC 0.19% Add +59.2% 2,385 $1.1M
Consilio Wealth Advisors, LLC 0.44% Add +1.7% 2,385 $1.1M
BCS Wealth Management 0.27% Reduce -9.5% 2,383 $1.1M
Parkshore Wealth Management, Inc. 0.65% — 2,382 $1.1M
Gilman Hill Asset Management, LLC 0.19% Add +23.6% 2,382 $1.1M
Aspire Growth Partners LLC 1.06% — 2,380 $1.1M
Natural Investments, LLC 0.30% — 2,376 $1.1M
Centennial Wealth Advisory LLC 0.42% Reduce -1.3% 2,373 $1.1M
Fermata Advisors, LLC 0.20% Reduce -18.8% 2,371 $1.1M
PAX Financial Group, LLC 0.19% Add +0.7% 2,371 $1.1M
Prosperitas Financial LLC 0.54% Reduce -1.1% 2,369 $1.1M
Alpha Advisors, LLC 1.10% — 2,365 $1.1M
Carbahal Olsen Financial Services Group, LLC 0.99% — 2,365 $1.1M
DeDora Capital, Inc. 0.29% Reduce -20.4% 2,361 $1.1M
Athena Investment Management 0.62% Reduce -27.1% 2,356 $1.1M
First Financial Bankshares Inc 0.02% Reduce -10.1% 2,356 $1.1M
Cohen Capital Management, Inc. 0.18% No change 2,355 $1.1M
Ironsides Asset Advisors, LLC 0.31% No change 2,347 $1.1M
Power Wealth Management LLC 0.44% Add +6.6% 2,346 $1.1M
ROI Financial Advisors, LLC 0.72% Add +38.7% 2,345 $1.1M
Curran Financial Partners, LLC 0.28% Add +20.7% 2,343 $1.1M
Farmers Trust Co. 0.20% No change 2,342 $1.1M
Broadleaf Partners, LLC 0.25% Reduce -0.0% 2,338 $1.1M
Planning Alternatives Ltd. 0.16% No change 2,338 $1.1M
Alternative Investment Advisors, LLC. 0.55% Add +110.5% 2,332 $1.1M
Sachem Hill LLC 0.22% No change 2,331 $1.1M
Private Client Services, LLC 0.57% No change 2,328 $1.1M
Covington Investment Advisors Inc. 0.16% No change 2,324 $1.1M
Dynamic Financial Group 1.07% — 2,323 $1.1M
Radnor Capital Management, LLC 0.18% Reduce -29.6% 2,316 $1.1M
Foster & Motley Inc. 0.07% Add +139.2% 2,313 $1.0M
Paladin Wealth, LLC 0.91% Add +6.7% 2,311 $1.0M
waypoint wealth counsel 0.68% Add +2.8% 2,310 $1.0M
Austin Wealth Management, LLC 0.22% Add +6.5% 2,236 $1.0M
Boltwood Capital Management 0.32% No change 2,306 $1.0M
Variant Private Wealth, LLC 1.00% — 2,303 $1.0M
Sage Rhino Capital LLC 0.23% Reduce -0.8% 2,301 $1.0M
Landaas & Co. /Wi 0.29% Add +2.4% 2,293 $1.0M
Visionary Horizons, LLC 0.68% No change 2,291 $1.0M
Fortem Financial Group, LLC 0.40% Reduce -3.9% 2,291 $1.0M
Selway Asset Management 0.41% Add +28.4% 2,285 $1.0M
Mascoma Wealth Management LLC 0.26% Add +0.5% 2,285 $1.0M
Belmont Capital, LLC 0.17% Reduce -47.9% 2,285 $1.0M
Tempus Wealth Planning, LLC 0.32% Add +4.2% 2,283 $1.0M
Zions Bancorporation, N.A. 0.07% Add +31.5% 2,281 $1.0M
Brass Tax Wealth Management, Inc. 0.22% Add +2.1% 2,280 $1.0M
Cedar Point Capital Partners, LLC 0.70% Add +3.4% 2,278 $1.0M
Sheets Smith Wealth Management 0.13% No change 2,277 $1.0M
Renaissance Technologies 0.00% Reduce -99.0% 2,270 $1.0M
Eagle Bay Advisors LLC 0.65% Reduce -5.5% 2,274 $1.0M
Omnia Family Wealth, LLC 0.43% Add +4.4% 2,274 $1.0M
BKM Wealth Management, LLC 0.42% Add +6.6% 2,271 $1.0M
Arax Advisory Partners 0.06% New 2,267 $1.0M
AssuredPartners Investment Advisors, LLC 0.20% — 2,265 $1.0M
Maiden Cove Capital, LLC 1.57% Add +0.7% 2,264 $1.0M
First National Bank & Trust Co. of Newtown 0.21% Reduce -0.2% 2,260 $1.0M
Long Run Wealth Advisors, LLC 0.25% Reduce -17.4% 2,259 $1.0M
Diversified Portfolios, Inc. 0.11% No change 2,257 $1.0M
Walkner Condon Financial Advisors LLC 0.21% Add +23.8% 2,255 $1.0M
Tarbox Family Office, Inc. 0.17% Reduce -0.3% 2,254 $1.0M
Towne Trust Company, N.A 0.36% Reduce -6.5% 2,252 $1.0M
American Assets Investment Management, LLC 0.08% No change 2,250 $1.0M
Oak Hill Wealth Advisors, LLC 0.24% — 2,248 $1.0M
Richard P Slaughter Associates Inc 0.23% Add +0.2% 2,248 $1.0M
Charter Oak Capital Management, LLC 0.09% Add +1.6% 2,244 $1.0M
Brady Martz Wealth Solutions, LLC 0.24% — 2,256 $1.0M
Argyle Capital Management, LLC 0.40% Add +1.6% 2,226 $1.0M
Willis Johnson & Associates, Inc. 0.08% Reduce -2.5% 2,221 $1.0M
First Pacific Financial 0.23% Add +0.7% 2,221 $1.0M
Clarkston Capital Partners, LLC 0.02% Reduce -17.6% 2,221 $1.0M
Triton Wealth Management, PLLC 0.52% Add +5.0% 2,153 $1.0M
DDFG, Inc 0.29% Add +5.6% 2,216 $1.0M
Mattern Capital Management, LLC 0.13% Add +0.4% 2,216 $1.0M
ShoreHaven Wealth Partners, LLC 0.47% Reduce -11.9% 2,215 $1.0M
CV Advisors LLC 0.35% New 2,215 $1.0M
Second Line Capital, LLC 0.27% Reduce -3.3% 2,213 $1.0M
Financial Alternatives, Inc 0.71% No change 2,211 $1.0M
Gardner Lewis Asset Management L P 0.25% New 2,210 $1.0M
USAdvisors Wealth Management, LLC 0.32% Add +0.2% 2,207 $1.0M
United Advisor Group, LLC 0.20% Add +1.4% 2,206 $1000K
Empirical Asset Management, LLC 0.33% Add +1053.8% 83,130 $999K
Knightsbridge Asset Management, LLC 0.23% Add +1.2% 2,204 $999K
Austin Private Wealth, LLC 0.09% Add +12.9% 2,203 $999K
Argentarii, LLC 0.50% — 2,202 $998K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.98% — 2,196 $995K
BOS Asset Management, LLC 0.36% Add +5.1% 2,191 $993K
Taylor Hoffman Capital Management LLC 0.36% No change 2,189 $992K
Transce3nd, LLC 0.34% — 2,187 $991K
Harbor Group, Inc. 0.22% Add +4.1% 2,187 $991K
Sterling Financial Planning, Inc. 0.36% No change 2,186 $991K
626 Financial, LLC 0.53% Reduce -0.3% 2,183 $990K
Sunflower Bank, N.A. 0.28% Add +6.8% 2,183 $990K
Heck Capital Advisors, LLC 0.11% Reduce -0.3% 2,183 $990K
CoreFirst Bank & Trust 0.59% Add +2.0% 2,180 $988K
First Financial Group Corp 1.09% — 2,176 $986K
Ogorek Anthony Joseph /NY/ 0.31% Add +6.8% 2,177 $986K
Strategic Financial Concepts, LLC 0.19% Add +26.1% 2,173 $985K
Renaissance Group LLC 0.04% Reduce -0.4% 2,176 $984K
EWG Elevate Inc. 0.30% Add +12.0% 2,170 $984K
Defined Wealth Management, LLC 0.65% Add +0.5% 2,169 $983K
Red Lighthouse Investment Management, LLC 0.39% Add +0.1% 2,160 $979K
First International Bank & Trust 0.32% Reduce -5.8% 2,156 $977K
Phillips Financial Management, LLC 0.08% Add +2.0% 2,156 $977K
Hillsdale Investment Management Inc. 0.05% Add +85.0% 2,155 $977K
apricus wealth, LLC 0.63% Reduce -0.5% 2,151 $975K
Stonehearth Capital Management, LLC 0.39% Add +127.1% 2,151 $975K
SimpliFi, Inc. 0.45% No change 2,150 $975K
Raleigh Capital Management Inc. 0.38% Add +4.3% 2,150 $975K
Index Fund Advisors, Inc. 0.05% No change 2,148 $974K
Canandaigua National Trust Co of Florida 0.76% Add +84.5% 2,146 $973K
CVFG LLC 0.88% — 2,138 $969K
Capital Advisors, Ltd. LLC 0.12% Reduce -1.8% 2,133 $967K
OLIO Financial Planning 0.34% Add +0.5% 2,133 $967K
Terril Brothers, Inc. 0.29% Add +18.1% 2,126 $964K
Boyd Watterson Asset Management LLC 0.27% Add +1600.0% 2,125 $963K
Abel Hall, LLC 0.61% Add +0.8% 2,122 $962K
Ulland Investment Advisors, LLC 0.66% Add +9.0% 2,116 $959K
SYM FINANCIAL Corp 0.12% Add +5.0% 2,111 $957K
Elk River Wealth Management LLC 0.17% No change 2,110 $956K
New Covenant Trust Company, N.A. 0.95% Reduce -0.8% 2,113 $955K
IMZ Advisory Inc 0.43% No change 2,100 $952K
Riversedge Advisors, LLC 0.22% Add +2.6% 2,099 $951K
Stableford Capital II LLC 0.38% Reduce -2.0% 2,094 $949K
William Allan Corp 0.58% Add +2.4% 2,091 $948K
Sunbeam Capital Management, LLC 0.88% — 2,083 $944K
Shelton Wealth Management, LLC 0.52% Reduce -44.7% 2,083 $944K
Milestones Administradora de Recursos Ltda. 0.48% No change 2,080 $943K
VERITY Wealth Advisors 0.68% No change 2,075 $941K
Aristotle Capital Management, LLC 0.00% No change 2,075 $941K
ABLE Financial Group, LLC 0.28% Reduce -1.0% 2,073 $940K
Strategic Advocates LLC 0.32% Add +4.9% 2,072 $939K
Alteri Wealth LLC 0.26% — 2,070 $938K
Cascade Investment Group, Inc. 0.67% Reduce -0.6% 2,067 $937K
Lagoda Investment Management, L.P. 0.51% No change 2,065 $936K
Selective Wealth Management, Inc. 0.38% Reduce -2.4% 2,080 $936K
Greenhouse Wealth Management, LLC 0.62% No change 2,060 $934K
Essex LLC 0.20% Reduce -10.9% 2,054 $931K
Continental Investors Services, Inc. 1.84% Add +5.8% 2,049 $929K
Cookson Peirce & Co. Inc. 0.04% No change 2,048 $928K
Centerline Wealth Advisors, LLC 0.54% — 2,097 $928K
Ewa, LLC 0.35% Add +5.6% 2,047 $928K
True Link Financial Advisors, LLC 0.08% Add +3.4% 2,043 $926K
Vista Investment Management 0.35% Reduce -2.7% 2,040 $925K
Sugarloaf Wealth Management, LLC 0.18% Add +4.3% 2,040 $925K
Kiely Wealth Advisory Group, Inc. 0.59% No change 1,966 $924K
Warburton Capital Management, LLC 0.69% — 2,039 $924K
Mayar Capital Ltd. 1.21% No change 2,038 $924K
Monograph Wealth Advisors, LLC 0.12% Add +11.0% 2,038 $924K
Greykasell Wealth Strategies, Inc. 0.51% — 2,037 $923K
Boyar Asset Management Inc. 0.61% Add +0.5% 2,036 $923K
GDS Wealth Management 0.08% Add +1.8% 2,036 $923K
BCK Partners, Inc. 0.56% Reduce -27.5% 2,031 $921K
NCM Capital Management, LLC 0.41% No change 2,028 $919K
Redmont Wealth Advisors LLC 1.59% Reduce -0.3% 2,025 $918K
Northwest Capital Management Inc 0.39% Reduce -22.6% 2,021 $916K
CAP Partners, LLC 0.65% Reduce -1.9% 2,020 $916K
Iron Horse Wealth Management, LLC 0.31% Reduce -0.1% 2,019 $915K
Juncture Wealth Strategies, LLC 0.34% Add +0.1% 2,016 $914K
Security Financial Services, INC. 0.19% Add +3.2% 2,013 $912K
Financial Futures Ltd Liability Co. 0.52% Add +0.1% 2,012 $912K
Promus Capital, LLC 0.70% — 2,011 $912K
Sylvest Advisors, LLC 0.56% — 2,011 $912K
Five Oceans Advisors 0.42% Add +0.1% 2,008 $910K
Forza Wealth Management, LLC 0.41% Add +1.5% 2,006 $909K
Cornerstone Advisors Asset Management, LLC 0.20% Add +7.2% 2,004 $908K
Legacy Capital Wealth Partners, LLC 0.22% Add +4.4% 2,001 $907K
Laird Norton Wetherby Wealth Management, LLC 0.04% Reduce -2.7% 2,000 $907K
Spectrum Investment Advisors, Inc. 0.60% Reduce -1.0% 1,999 $906K
Capital CS Group, LLC 1.21% Add +2.3% 1,994 $904K
Headlands Technologies LLC 0.09% Reduce -90.9% 1,992 $903K
Campion Asset Management 0.68% No change 1,991 $902K
DGS Capital Management, LLC 0.23% Add +6.0% 1,989 $902K
Gleason Group, Inc. 0.16% No change 1,988 $901K
Anderson Hoagland & Co. 0.09% Reduce -5.4% 1,925 $901K
Cottonwood Capital Advisors, LLC 0.65% Add +80.3% 1,985 $900K
Charles Schwab Trust Co 0.08% Add +44.5% 1,977 $896K
L & S Advisors Inc 0.11% Reduce -2.0% 1,975 $895K
Roberts Financial Services LLC 0.17% Reduce -1.0% 1,967 $892K
Asset Planning Services Inc. /La/ 0.43% No change 1,965 $891K
Holowesko Partners Ltd. 0.41% No change 1,965 $891K
Transcendent Capital Group LLC 0.46% No change 1,964 $890K
Wealthcare Capital Management LLC 0.09% Add +0.2% 1,962 $889K
Round Hill Asset Management 0.63% Reduce -16.2% 1,960 $888K
Motive Wealth Advisors 0.48% Add +10.6% 1,960 $888K
Clear Point Advisors Inc. 0.76% Reduce -0.7% 1,958 $888K
Hoxton Planning & Management, LLC 0.34% Add +0.6% 1,951 $884K
Wood Tarver Financial Group, LLC 0.30% — 1,952 $884K
Summit Wealth & Retirement Planning, Inc. 0.27% Add +16.8% 1,948 $883K
New World Advisors LLC 0.21% Add +8.4% 1,947 $883K
One Wealth Advisors, LLC 0.13% No change 1,947 $883K
Warwick Investment Management, Inc. 0.18% Reduce -20.7% 1,947 $882K
Navalign, LLC 0.26% Reduce -5.1% 1,944 $881K
Bogart Wealth, LLC 0.04% Add +1.6% 1,942 $880K
Cedar Mountain Advisors, LLC 0.19% No change 1,941 $880K
SwitchPoint Financial Planning, LLC 0.84% — 1,940 $879K
Bigelow Investment Advisors, LLC 0.41% Reduce -4.4% 1,939 $879K
Gerber, LLC 0.64% No change 1,936 $878K
Emerald Advisors, LLC 0.12% No change 1,936 $878K
Challenger Wealth Management 0.76% — 1,935 $877K
Grove Street Fiduciary, LLC 0.46% — 1,933 $876K
RFP Financial Group LLC 0.34% No change 1,932 $876K
CWS Financial Advisors, LLC 0.28% Add +6.2% 1,931 $875K
KFG Wealth Management, LLC 0.16% Add +0.2% 1,931 $875K
AAF Wealth Management, LLC 0.44% Add +40.6% 1,926 $873K
Mountain Pacific Investment Advisers LLC 0.06% Reduce -20.6% 1,925 $873K
Falcon Wealth Planning 0.10% Add +3.2% 1,925 $872K
Vanguard Capital Wealth Advisors 0.95% No change 1,923 $872K
NFSG Corp 0.22% New 1,923 $872K
Blue Bell Private Wealth Management, LLC 0.17% No change 1,923 $872K
Nemes Rush Group LLC 0.11% Add +35.1% 1,922 $871K
Von Berge Wealth Management Group, LLC 0.53% No change 1,844 $871K
Capital Square, LLC 0.49% Add +2.2% 1,878 $870K
Investment Partners Asset Management, Inc. 0.68% Add +0.1% 1,919 $870K
Kolinsky Wealth Management, LLC 0.53% Add +1.9% 1,919 $870K
Atlas Private Wealth Advisors 0.12% Add +11.6% 1,918 $869K
Clayton Financial Group LLC 0.31% No change 1,918 $869K
Planned Solutions, Inc. 0.35% No change 1,915 $868K
BetterWealth, LLC 0.24% Add +43.0% 1,915 $868K
Cary Street Partners Investment Advisory LLC 0.57% Reduce -96.7% 1,910 $866K
Net Worth Advisory Group 0.26% Reduce -0.2% 1,906 $864K
White Pine Capital LLC 0.29% Add +0.7% 1,903 $863K
Ridgecrest Wealth Partners, LLC 0.47% Add +23.1% 1,901 $862K
Dearborn Partners LLC 0.04% No change 1,899 $861K
WestHill Financial Advisors, Inc. 0.19% No change 1,894 $859K
Covestor Ltd 0.54% Add +2.1% 1,893 $858K
Johnson & White Wealth Management, LLC 0.52% Add +8.6% 1,902 $858K
Matrix Private Capital Group LLC 0.49% No change 1,889 $856K
Harold Davidson & Associates Inc. 0.41% — 1,883 $854K
Oceanside Advisors LLC 0.64% No change 1,882 $853K
Integrated Quantitative Investments LLC 0.42% — 1,880 $852K
Estabrook Capital Management 0.13% No change 1,880 $852K
Kelly Financial Group LLC 0.30% — 1,879 $852K
Orion Investment Co 0.34% Add +36.3% 1,878 $851K
LJI Wealth Management, LLC 0.17% Reduce -6.8% 1,877 $851K
Mayport, LLC 0.25% Add +18.0% 1,873 $849K
Wealthstar Advisors, LLC 0.37% — 1,869 $847K
Bruni J V & Co. 0.10% Reduce -23.3% 1,867 $846K
Old North State Trust, LLC 0.54% Add +0.7% 1,864 $845K
Sutton Place Investors LLC 0.49% Add +7.0% 1,864 $845K
Johnson Financial Group, LLC 0.10% Reduce -12.7% 1,861 $844K
Rosenberg Matthew Hamilton 0.22% Add +0.3% 1,857 $842K
Wallington Asset Management, LLC 0.12% No change 1,856 $841K
Goodman Financial Corp 0.18% No change 1,855 $841K
Lam Group, Inc. 0.60% Reduce -1.1% 1,853 $840K
Meritas Wealth Management, LLC 0.51% Reduce -0.8% 1,852 $839K
Wells Trecaso Financial Group, LLC 0.27% No change 1,849 $838K
Oxford Asset Management LLP 0.38% Add +11.8% 1,845 $836K
Birchcreek Wealth Management, LLC 0.52% Add +2.3% 1,844 $836K
Horan Securities, Inc. 0.32% Reduce -1.3% 1,841 $834K
Diamant Asset Management, Inc. 0.53% No change 1,840 $834K
Shore Point Advisors, LLC 0.45% No change 1,840 $834K
Oak Asset Management, LLC 0.31% No change 1,840 $834K
Great Waters Wealth Management 0.11% Add +2.2% 1,839 $833K
Wealth Dimensions Group, Ltd. 0.20% Reduce -2.2% 1,838 $833K
Capital Investment Services of America, Inc. 0.08% No change 1,837 $833K
Gordian Advisors LLC 0.65% No change 1,822 $826K
EdgeRock Capital LLC 0.54% Add +6.5% 1,822 $826K
Keb Asset Management, LLC 0.24% Add +5.9% 1,820 $825K
Choice Wealth Advisors LLC 0.42% Reduce -3.6% 1,819 $825K
Probity Advisors, Inc. 0.16% Reduce -4.1% 1,819 $825K
Safeguard Investment Advisory Group, LLC 0.23% Add +10.4% 1,815 $823K
Leigh Baldwin & Co., LLC 0.69% — 1,815 $822K
Menard Financial Group LLC 0.49% Add +0.6% 1,811 $821K
Winslow Asset Management Inc. 0.16% No change 1,806 $818K
Concentric Capital Strategies, LP 0.05% Reduce -94.5% 1,801 $816K
Highlander Partners, L.P. 0.46% Reduce -50.0% 2,050 $815K
Woodward Diversified Capital, LLC 0.60% Reduce -21.9% 1,797 $815K
Nebula Research & Development LLC 0.10% Add +40.8% 1,796 $814K
Burns Matteson Capital Management, LLC 0.46% Add +14.6% 1,795 $814K
Caerus Investment Advisors, LLC 0.76% No change 1,791 $812K
Atlas Wealth LLC 0.43% Add +7.4% 1,791 $812K
Verus Financial Partners, Inc. 0.09% No change 1,833 $811K
Elevatus Welath Management 0.28% Add +95.4% 1,788 $810K
RIA Advisory Group LLC 0.28% Add +16.8% 1,787 $810K
Optimist Retirement Group LLC 0.38% No change 1,784 $809K
Summit Financial Wealth Advisors, LLC 0.16% Add +176.6% 1,740 $808K
United Bank 0.10% Reduce -1.1% 1,783 $808K
MBA Advisors LLC 0.41% Reduce -14.8% 1,782 $808K
Acorn Creek Capital LLC 0.41% Add +2.8% 1,781 $807K
Benchmark Financial Wealth Advisors, LLC 0.26% No change 1,780 $807K
Three Magnolias Financial Advisors, LLC 0.85% — 1,780 $807K
Northstar Financial Companies, Inc. 0.76% — 1,780 $807K
Baron Wealth Management LLC 0.38% Add +2.9% 1,780 $807K
Advantage Trust Co 0.47% Reduce -7.8% 1,777 $805K
Clay Northam Wealth Management, LLC 0.52% No change 1,775 $805K
Tidemark, LLC 0.31% Add +1.4% 1,775 $804K
John G Ullman & Associates Inc. 0.12% No change 1,774 $804K
DT Investment Partners, LLC 0.07% Reduce -35.1% 1,771 $803K
Generali Investments, Management Co LLC 0.21% — 1,771 $803K
Mfa Wealth Advisors, LLC 0.21% Reduce -0.1% 1,771 $803K
Foresight Capital Management Advisors, Inc. 0.47% Add +111.5% 1,768 $801K
Olistico Wealth, LLC 0.47% No change 1,765 $800K
RNC Capital Management LLC 0.04% Reduce -3.3% 1,765 $800K
Prosperity Financial Group, Inc. 0.40% Add +2.3% 1,759 $797K
Symmetry Partners, LLC 0.11% Add +4.8% 1,757 $796K
Heritage Family Offices, LLP 0.40% Add +132.2% 1,753 $795K
Bay Rivers Group 0.38% Add +52.9% 1,746 $791K
Wick Capital Partners, LLC 0.23% Reduce -19.5% 1,746 $791K
Tradewinds Capital Management, LLC 0.21% Add +0.1% 1,741 $789K
Warther Private Wealth, LLC 0.27% Add +4.2% 1,740 $789K
Vantage Financial Partners, LLC 0.20% Add +10.2% 1,740 $788K
Citizens & Northern Corp. 0.22% Add +43.4% 1,735 $786K
Kohmann Bosshard Financial Services, LLC 0.09% Add +4.0% 1,732 $785K
Unionview, LLC 0.57% Reduce -1.0% 1,728 $783K
Uptick Partners, LLC 0.28% Add +3.0% 1,728 $783K
Twelve Points Wealth Management LLC 0.23% Reduce -4.9% 1,728 $783K
49 Wealth Management, LLC 0.11% Add +6.7% 1,726 $782K
Riverview Trust Co 0.71% Add +0.2% 1,719 $779K
FMB Wealth Management 0.44% No change 1,712 $776K
Texas Capital Bank Wealth Management Services Inc 0.08% Add +6.7% 1,712 $776K
Paradigm, Strategies in Wealth Management, LLC 0.51% No change 1,709 $775K
Warren Street Wealth Advisors, LLC 0.32% Reduce -1.1% 1,707 $774K
First Business Financial Services, Inc. 0.08% No change 1,706 $773K
Carl P. Sherr & Co., LLC 0.40% No change 1,699 $770K
Lifeworks Advisors, LLC 0.14% Reduce -3.7% 1,699 $770K
Cherrydale Wealth Management, LLC 0.30% Add +0.4% 1,698 $770K
Fortress Financial Group, LLC 0.77% — 1,698 $770K
Marquette Asset Management, LLC 0.13% Reduce -21.3% 1,695 $768K
Legacy PCG, LLC 0.55% Reduce -10.9% 1,692 $767K
Family Office Research LLC 0.34% — 1,692 $767K
Exchange Bank 0.62% Reduce -0.7% 1,689 $766K
Blue Edge Capital, LLC 0.12% Reduce -19.2% 1,680 $762K
Matisse Capital 0.39% No change 1,676 $760K
Facet Wealth, Inc. 0.02% Reduce -8.4% 1,606 $759K
Baker Boyer National Bank 0.26% Reduce -7.8% 1,675 $759K
Permit Capital, LLC 0.26% No change 1,675 $759K
Investment Management Corp. /Va/ 0.68% — 1,671 $757K
Argent Capital Management LLC 0.02% Reduce -17.3% 1,670 $757K
Partners in Financial Planning 0.15% Add +0.1% 1,669 $757K
Human Investing LLC 0.13% Reduce -6.5% 1,668 $756K
Robinson Smith Wealth Advisors LLC 0.64% Reduce -0.3% 1,664 $754K
Aletheian Wealth Advisors LLC 0.45% Add +5.5% 1,664 $754K
Progressive Investment Management Corp 0.19% No change 1,660 $752K
HBC Financial Services, PLLC 0.46% No change 1,658 $751K
Northern Capital Management, Inc. 0.46% Reduce -6.5% 1,656 $751K
Horizons Wealth Management 0.58% Add +9.2% 1,654 $750K
Jentner Corp 0.22% No change 1,653 $749K
Wealth Management Partners, LLC 0.32% Add +0.1% 1,651 $748K
McCarthy & Cox 0.26% Reduce -3.6% 1,650 $748K
BlueChip Wealth Advisors LLC 0.41% Add +0.7% 1,641 $744K
Red Spruce Capital, LLC 0.33% Reduce -10.1% 1,641 $744K
Seeds Investor LLC 0.21% Add +15.2% 1,638 $742K
Whelan Financial 0.29% Add +25.6% 1,627 $737K
Sovereign Investment Advisors, LLC 0.22% New 1,627 $737K
Abound Financial, LLC 0.37% — 1,626 $737K
Atlatl Advisers LLC 0.43% — 1,624 $736K
Bingham Private Wealth, LLC 0.78% — 1,623 $736K
Manchester Financial Inc. 0.16% Add +11.9% 1,620 $734K
Rik Saylor Financial, Inc. 0.68% — 1,618 $733K
Yoder Wealth Management, Inc. 0.40% Add +9.4% 1,616 $733K
Cordgrass Capital Advisors, LLC 0.21% Reduce -5.1% 1,616 $733K
Joel Adams & Associates, Inc. 0.66% — 1,614 $732K
BTC Capital Management, Inc. 0.07% Reduce -0.4% 1,612 $731K
Cantor Fitzgerald Investment Advisors L.P. 0.05% Reduce -0.1% 1,611 $730K
Campbell Wealth Management 0.07% Add +53.2% 1,609 $729K
Martin Worley Group 0.45% — 1,603 $727K
Gainplan LLC 0.28% Reduce -20.1% 1,602 $726K
First Dallas Securities Inc. 0.30% No change 1,602 $726K
Lauterbach Financial Advisors, LLC 0.44% No change 1,600 $725K
Fortis Group Advisors, LLC 0.13% Add +11.7% 1,597 $724K
Port Capital LLC 0.03% Add +0.2% 1,594 $723K
Accel Wealth Management 0.27% Add +0.4% 1,593 $722K
Pacific Wealth Strategies Group, Inc. 0.50% Add +3.2% 1,593 $722K
Hirtle & Co., LLC 0.03% Add +0.3% 1,588 $720K
Gitterman Wealth Management, LLC 0.30% Add +0.4% 1,586 $719K
Cyr Financial Inc. 0.66% New 1,585 $718K
Berkeley Capital Partners, LLC 0.20% Add +3.3% 1,585 $718K
Level Financial Advisors 0.26% Add +9.2% 1,584 $718K
Boyce & Associates Wealth Consulting, Inc. 0.73% No change 1,581 $717K
Highland Financial Advisors, LLC 0.25% Add +178.3% 1,578 $715K
Obsidian Personal Planning Solutions LLC 0.34% Add +0.5% 1,524 $714K
Keyes, Stange & Wooten Wealth Management, LLC 0.42% No change 1,575 $714K
Congress Asset Management Co. 0.00% Reduce -25.9% 1,575 $714K
Legacy Wealth Management, LLC / MS 0.28% Reduce -14.4% 1,574 $713K
Michels Family Financial, LLC 0.65% — 1,573 $713K
Deroy & Devereaux Private Investment Counsel Inc. 0.04% Add +5.5% 1,573 $713K
TigerOak Management, L.L.C. 0.26% — 1,572 $713K
Collective Family Office LLC 0.20% No change 1,571 $712K
1620 Investment Advisors, Inc. 0.55% Reduce -9.1% 1,571 $712K
ING Groep NV 0.00% Reduce -85.9% 1,569 $711K
Marsico Capital Management LLC 0.02% No change 1,568 $711K
Horizon Bancorp Inc. 0.33% Reduce -2.7% 1,561 $708K
Braun-Bostich & Associates Inc. 0.51% Reduce -3.2% 1,561 $708K
Lazari Capital Management, Inc. 0.28% Add +2.1% 1,561 $708K
Shared Vision Wealth Group LLC 0.37% No change 1,556 $705K
Berkshire Money Management, Inc. 0.08% New 1,556 $705K
Villere St Denis J & Co. LLC 0.07% No change 1,553 $704K
Guild Investment Management, Inc. 0.76% No change 1,550 $703K
Verisail Partners, LLC 0.33% — 1,550 $703K
Fairvoy Private Wealth, LLC 0.19% — 1,549 $702K
Cooper/Haims Advisors, LLC 0.40% Reduce -0.9% 1,547 $701K
Retirement Financial Solutions, LLC 0.38% No change 1,538 $697K
Trillium Asset Management, LLC 0.02% Reduce -13.2% 1,537 $697K
Isthmus Partners, LLC 0.08% Add +29.6% 1,532 $694K
Two Sigma Securities, LLC 0.13% Reduce -74.6% 1,529 $693K
PFC Capital Group, Inc. 0.34% Reduce -16.4% 1,530 $693K
Tower Wealth Partners, Inc. 0.36% No change 1,528 $693K
WealthCollab, LLC 0.44% No change 1,525 $691K
Kera Capital Partners, Inc. 0.20% — 1,523 $690K
Centerpoint Advisory Group 0.67% — 1,521 $689K
Arista Wealth Management, LLC 0.17% Add +4.3% 1,520 $689K
Advisor Resource Council 0.49% Reduce -82.9% 1,520 $689K
Compton Financial Group, LLC 0.20% Add +42.7% 1,520 $689K
Outlook Wealth Advisors, LLC 0.20% Reduce -1.8% 1,517 $688K
Thoma Capital Management LLC 0.47% — 1,516 $687K
Hengehold Capital Management LLC 0.06% Reduce -3.4% 1,511 $685K
Jackson Hole Capital Partners, LLC 0.14% No change 1,511 $685K
Prevail Innovative Wealth Advisors, LLC 0.20% Add +61.1% 1,508 $684K
Alpha Financial Partners LLC 0.54% Add +82.3% 1,508 $684K
American Institute for Advanced Investment Management, LLP 0.51% No change 1,508 $684K
CBIZ Investment Advisory Services, LLC 0.03% Add +14.4% 1,507 $683K
Bridgewater Associates 0.00% Add +99.3% 1,505 $682K
Gould Asset Management LLC 0.14% Add +19.4% 1,504 $682K
Dominguez Wealth Management Solutions, Inc. 0.50% No change 1,502 $681K
TrueWealth Advisors, LLC 0.23% New 1,502 $681K
Moisand Fitzgerald Tamayo, LLC 0.10% Reduce -0.3% 1,501 $680K
HughesLittle Investment Management Ltd. 0.13% No change 1,500 $680K
Truefg, LLC 0.22% No change 1,499 $679K
Main Street Group, LTD 0.28% Reduce -10.5% 1,498 $679K
Sequent Planning LLC 0.25% Reduce -24.0% 1,495 $678K
Cape Investment Advisory, Inc. 0.26% Add +11.2% 1,494 $677K
PFG Private Wealth Management, LLC 0.39% No change 1,493 $677K
Wooster Corthell Wealth Management, Inc. 0.15% No change 1,490 $675K
Doliver Advisors, LP 0.19% Reduce -1.6% 1,488 $674K
EnRich Financial Partners LLC 0.22% Add +26.8% 1,486 $674K
Brooks, Moore & Associates, Inc. 0.40% No change 1,485 $673K
Miramar Capital, LLC 0.16% Add +1.4% 1,481 $671K
Chokshi & Queen Wealth Advisors, Inc 0.42% — 1,480 $671K
Sterling Wealth Management, Inc. 0.25% Reduce -2.0% 1,480 $671K
Carr Financial Group Corp 0.21% Reduce -0.3% 1,479 $670K
Bell & Brown Wealth Advisors, LLC 0.25% Add +5.0% 1,478 $670K
Raffa Wealth Management, LLC 0.16% Add +0.3% 1,474 $668K
Melone Private Wealth, LLC 0.35% Reduce -1.1% 1,471 $667K
Easterly Investment Partners LLC 0.05% Reduce -84.6% 1,470 $666K
Members Wealth LLC 0.50% — 1,412 $666K
Logan Capital Management Inc. 0.03% Add +0.7% 1,468 $665K
Absolute Capital Management, LLC 0.37% Add +0.3% 1,468 $665K
Briaud Financial Planning Inc 0.27% Add +7.3% 1,469 $665K
Avos Capital Management, LLC 0.54% — 1,414 $665K
Compass Wealth Management LLC 0.16% No change 1,465 $664K
Coerente Capital Management 0.12% Reduce -1.4% 1,455 $660K
Martin Capital Advisors, LLP 0.42% Add +3.6% 1,454 $659K
Arkos Global Advisors 0.10% No change 1,454 $659K
Sentinel Trust Co. Lba 0.08% Reduce -0.8% 1,454 $659K
Global Wealth Management Investment Advisory, Inc. 0.14% Add +3.7% 1,453 $659K
Weinberger Asset Management, Inc 0.27% Reduce -0.2% 1,452 $658K
Mechanics Financial Corp 0.30% Reduce -3.0% 1,450 $657K
Skylands Capital, LLC 0.09% No change 1,450 $657K
Stephen J. Garry & Associates, LLC 0.61% New 1,446 $655K
Highview Capital Management LLC 0.25% No change 1,446 $655K
PCA Investment Advisory Services Inc. 0.30% No change 1,444 $654K
Frazier Financial Advisors, LLC 0.52% Reduce -2.8% 1,443 $653K
Kiker Wealth Management, LLC 0.53% — 1,437 $651K
FSC Wealth Advisors, LLC 0.42% Reduce -1.6% 1,436 $651K
Global Financial Private Client, LLC 0.24% Reduce -8.2% 1,435 $650K
Hapanowicz & Associates Financial Services, Inc 0.33% No change 1,431 $649K
Private Capital Advisors, Inc. 0.08% No change 1,431 $649K
Optima Capital LLC 0.45% — 1,431 $649K
Schiavi & Co LLC 0.25% No change 1,428 $647K
Duncker Streett & Co. Inc. 0.12% Reduce -18.7% 1,428 $647K
Fortitude Family Office, LLC 0.23% Add +0.5% 1,426 $646K
Financial Advisors, LLC 0.12% Add +0.3% 1,426 $646K
Saxony Capital Management, LLC 0.57% Reduce -1.2% 1,425 $646K
Clearwater Capital Advisors, LLC 0.06% Reduce -11.3% 1,424 $645K
Mosaic Financial Group, LLC 0.46% Reduce -10.7% 1,422 $645K
Cora Capital Advisors LLC 0.31% Reduce -0.3% 1,421 $644K
Front Row Advisors LLC 0.22% Reduce -10.0% 1,421 $644K
Capital Investment Counsel, Inc 0.10% Add +28.9% 1,420 $644K
Indie Asset Partners, LLC 0.50% Add +1.8% 1,418 $643K
Luminvest Wealth Management LLC 0.26% No change 1,416 $642K
Founders Grove Wealth Partners, LLC 0.19% — 1,411 $640K
Nautilus Advisors LLC 0.51% — 1,408 $638K
Mendel Capital Management LLC 0.39% Reduce -0.3% 1,408 $638K
Heritage Wealth Management, Inc./Texas 0.38% No change 1,408 $638K
Shoker Investment Counsel, Inc. 0.22% Reduce -1.6% 1,408 $638K
Harbour Capital Advisors, LLC 0.14% Reduce -51.6% 1,406 $638K
PFW Advisors LLC 0.20% — 1,405 $637K
Tucker Asset Management LLC 0.14% Add +0.7% 1,403 $636K
Strive Asset Management, LLC 0.48% — 1,402 $635K
Signet Financial Management, LLC 0.08% Reduce -40.9% 1,402 $635K
North Forty Two & Co. 0.73% — 1,400 $635K
Integrity Wealth Solutions LLC 0.36% No change 1,400 $634K
Commonwealth Financial Services, LLC 0.12% Add +15.6% 1,399 $634K
M3 Advisory Group, LLC 0.45% Add +1.7% 1,398 $634K
Balentine LLC 0.03% Reduce -3.5% 1,397 $633K
BNC Wealth Management, LLC 0.21% Reduce -4.6% 1,394 $632K
FC Advisory LLC 0.21% No change 1,392 $631K
Demars Financial Group, LLC 0.28% No change 1,390 $630K
Cetera Trust Company, N.A 0.41% Reduce -1.8% 1,387 $629K
SilverOak Wealth Management LLC 0.14% Add +0.7% 1,384 $627K
Exchange Traded Concepts, LLC 0.01% Reduce -94.0% 1,384 $627K
Roble, Belko & Company, Inc 0.10% Reduce -10.9% 1,387 $627K
Latitude Advisors, LLC 0.35% Reduce -4.2% 1,382 $626K
Everpar Advisors LLC 0.32% Add +12.7% 1,380 $626K
Wealthedge Investment Advisors, LLC 0.28% — 1,379 $625K
Renaissance Investment Group LLC 0.13% Add +2.6% 1,379 $625K
Clark Asset Management, LLC 0.12% Add +130.1% 1,376 $624K
Allegiance Financial Group Advisory Services LLC 0.20% Add +10.3% 1,375 $623K
Aua Capital Management, LLC 0.40% Reduce -12.5% 1,370 $621K
Cercano Management LLC 0.02% No change 1,369 $621K
Paragon Financial Partners, Inc. 0.47% Reduce -26.9% 1,367 $620K
American State Bank (Iowa) 0.37% Add +0.7% 1,366 $619K
Cowa, LLC 0.30% No change 1,365 $619K
Virtus Wealth Solutions LLC 0.15% — 1,364 $618K
Mainsail Asset Management, LLC 0.43% Reduce -0.1% 1,363 $618K
Cape Ann Savings Bank 0.36% Add +0.7% 1,363 $618K
Atlas Wealth Partners, LLC 0.78% Reduce -4.6% 1,360 $616K
Millennium Capital Advisors, LLC 0.42% No change 1,356 $615K
Mach-1 Financial Group, LLC 1.11% Add +45.2% 1,355 $614K
Define Financial, LLC 0.46% — 1,353 $613K
Ledgewood Wealth Advisors, LLC 0.39% No change 1,350 $612K
Bonness Enterprises Inc. 0.21% No change 1,350 $612K
Systematic Alpha Investments, LLC 0.02% No change 1,346 $610K
Running Point Capital Advisors, LLC 0.21% Add +23.9% 1,344 $609K
ORBA Wealth Advisors, L.L.C. 0.32% Add +0.5% 1,342 $608K
Ranch Capital Advisors Inc. 0.29% Reduce -0.5% 1,341 $608K
Central Valley Advisors, LLC 0.28% Add +19.3% 1,338 $606K
Cutler Capital Management, LLC 0.27% No change 1,336 $606K
Rooted Wealth Advisors, Inc. 0.24% Add +42.9% 1,335 $605K
CSS LLC 0.11% No change 1,333 $604K
44 Wealth Management LLC 0.23% No change 1,332 $604K
Intellus Advisors LLC 0.10% — 1,331 $603K
Trace Wealth Advisors, LLC 0.54% — 1,330 $603K
Revisor Wealth Management LLC 0.56% Reduce -36.1% 1,326 $602K
Breakthru Advisory Services, LLC 0.55% — 1,329 $602K
KFA Private Wealth Group, LLC 0.25% Reduce -5.5% 1,329 $602K
Kane Investment Management, Inc. 0.34% — 1,327 $602K
Clarendon Private LLC 0.63% — 1,323 $600K
HMV Wealth Advisors, LLC 0.60% — 1,322 $599K
Farrow Financial, Inc. 0.39% Reduce -1.9% 1,325 $599K
Integrated Capital Management, LLC 0.32% Add +1.8% 1,322 $599K
Pines Wealth Management, LLC 0.26% — 1,353 $599K
Abbot Financial Management, Inc. 0.30% No change 1,321 $599K
Skba Capital Management LLC 0.09% No change 1,319 $598K
Inman Jager Wealth Management, LLC 0.47% — 1,318 $597K
SWP Financial LLC 0.36% Add +7.0% 1,314 $596K
Values Added Financial LLC 0.34% Reduce -1.9% 1,314 $596K
Pure Portfolios Holdings LLC 0.22% Add +0.3% 1,311 $594K
Ameliora Wealth Management Ltd. 0.22% Add +263.9% 1,310 $594K
Goldstream Capital Management Ltd 0.25% Reduce -53.5% 1,308 $593K
Riggs Capital Management LLC 0.58% — 1,308 $593K
River Global Investors LLP 0.11% Reduce -46.8% 1,304 $592K
Northcape Wealth Management, LLC 0.19% No change 1,305 $592K
Shum Financial Group, Inc. 0.51% Reduce -28.5% 1,304 $591K
Talbot Financial, LLC 0.07% No change 1,301 $590K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.19% Add +18.3% 1,295 $587K
Vision Capital Management, Inc. 0.09% Reduce -72.5% 1,291 $585K
Bridge Creek Capital Management LLC 0.18% Reduce -0.8% 1,287 $583K
Provident Investment Management, Inc. 0.06% No change 1,287 $583K
Arcadia Wealth Management, LLC 0.29% Reduce -6.9% 1,286 $583K
DiNuzzo Private Wealth, Inc. 0.07% Reduce -0.1% 1,284 $582K
Bruce G. Allen Investments, LLC 0.47% Reduce -1.9% 1,283 $582K
Quantum Financial Planning Services, Inc. 0.32% — 1,283 $582K
Davies Financial Advisors, Inc. 0.49% Add +27.3% 1,282 $581K
Nelson Capital Management, LLC 0.10% Add +0.2% 1,282 $581K
Arbor Trust Wealth Advisors, LLC 0.27% Reduce -1.7% 1,281 $581K
Trevian Wealth Management LLC 0.43% No change 1,279 $580K
KRS Capital Management, LLC 0.41% Reduce -2.3% 1,277 $579K
Opal Wealth Advisors, LLC 0.17% Reduce -3.1% 1,277 $579K
Trustco Bank Corp. N Y 0.62% Reduce -19.0% 1,277 $579K
Benchmark Investment Advisors LLC 0.38% No change 1,276 $578K
Portfolio Strategies, Inc. 0.08% No change 1,275 $578K
Sims Investment Management, LLC 0.33% — 1,273 $577K
Bellevue Asset Management, LLC 0.30% Add +37.3% 1,273 $577K
Fortis Capital Advisors, LLC 0.20% Reduce -8.4% 1,211 $576K
Aspen Wealth Strategies, LLC 0.37% Add +0.6% 1,269 $575K
Crestmont Private Wealth LLC 0.26% Add +3.4% 1,268 $575K
Burk Holdings LLC 0.46% — 1,265 $573K
Iams Wealth Management, LLC 0.26% Reduce -22.9% 1,265 $573K
West Michigan Advisors, LLC 0.17% Reduce -1.4% 1,265 $573K
Financial Council, LLC 0.29% No change 1,263 $572K
Enzi Wealth 0.22% Add +1.6% 1,240 $571K
Blackhawk Capital Partners, LLC 0.30% Reduce -14.5% 1,259 $571K
Stevard, LLC 2.12% No change 1,254 $568K
Fortitude Advisory Group L.L.C. 0.34% Reduce -10.1% 1,254 $568K
Rossby Financial, LCC 0.36% — 1,253 $568K
Sanders Morris Harris LLC 0.09% Reduce -10.9% 1,243 $567K
Client 1ST Advisory Group, LLC 0.22% Reduce -0.8% 1,249 $566K
Strategent Financial, LLC 0.56% — 1,248 $566K
New England Professional Planning Group Inc. 0.28% No change 1,247 $565K
US Financial Advisors, LLC 0.17% Add +144.3% 1,246 $565K
Union Savings Bank 0.28% No change 1,243 $563K
Woodley Farra Manion Portfolio Management Inc. 0.03% Reduce -0.1% 1,241 $563K
Yoffe Investment Management, LLC 0.84% — 1,241 $563K
RBF Capital, LLC 0.03% No change 1,241 $563K
Sunburst Financial Group, LLC 0.14% Reduce -0.1% 1,239 $562K
Accelerate Investment Advisors LLC 0.49% Add +5.0% 1,237 $561K
Financial Advisors Network, Inc. 0.09% — 1,237 $561K
Fearless Solutions, LLC dba Best Invest 0.43% — 1,235 $560K
Adell Harriman & Carpenter Inc. 0.04% Add +8.1% 1,235 $560K
Rf&l Wealth Management, LLC 0.40% No change 1,233 $559K
Camelot Portfolios, LLC 0.60% Reduce -1.2% 1,232 $559K
Brueske Advisory Services, LLC 0.50% — 1,231 $558K
Ade, LLC 0.34% Reduce -10.9% 1,230 $558K
Fire Capital Management LLC 0.41% — 1,228 $557K
Financial Synergies Wealth Advisors, Inc. 0.07% No change 1,228 $557K
Mitchell & Pahl Private Wealth, LLC 0.26% No change 1,226 $556K
MADDEN SECURITIES Corp 0.22% No change 1,224 $555K
Souders Financial Advisors 0.08% Add +17.4% 1,223 $554K
Willow Creek Wealth Management Inc. 0.06% Reduce -2.0% 1,223 $554K
Creekside Partners 0.29% No change 1,222 $554K
Donor Advised Charitable Giving, Inc. 0.01% Add +106.4% 1,222 $554K
R. W. Roge & Company, Inc. 0.30% No change 1,221 $553K
Bernardo Wealth Planning LLC 0.13% Add +6.7% 1,249 $553K
Leeward Financial Partners, LLC 0.20% No change 1,219 $553K
Anson Funds Management LP 0.07% No change 1,218 $552K
Contravisory Investment Management, Inc. 0.12% Reduce -4.4% 1,217 $552K
Fusion Family Wealth, LLC 0.05% No change 1,216 $551K
Goldstein Advisors, LLC 0.08% Add +27.9% 1,214 $550K
Ofc Financial Planning, LLC 0.58% — 1,214 $550K
Guerra Advisors Inc 0.30% — 1,212 $549K
Rialto Wealth Management, LLC 0.18% — 1,209 $548K
Sharp Wealth Advisory, LLC 0.42% No change 1,208 $548K
Silverleafe Capital Partners, LLC 0.17% Add +19.8% 1,208 $548K
Louisbourg Investments Inc. 0.14% No change 1,208 $548K
Nicholas Wealth, LLC. 0.30% Reduce -7.5% 1,233 $547K
City National Bank of Florida 0.50% — 1,206 $547K
KOM Wealth Management Group, LLC 0.40% Reduce -0.4% 1,204 $546K
Bright Financial Advisors, Inc. 0.34% Reduce -0.4% 1,204 $546K
Bestgate Wealth Advisors, LLC 1.09% — 1,202 $545K
Threadgill Financial, LLC 0.29% Add +0.4% 1,202 $545K
Windsor Capital Management, LLC 0.16% Add +35.5% 1,201 $544K
Ascent Capital Management, LLC 0.56% — 1,200 $544K
NorthLanding Financial Partners, LLC 0.55% Reduce -0.5% 1,199 $544K
L.K. Benson & Company, P.C. 0.38% — 1,199 $543K
Brand Asset Management Group, Inc. 0.22% Reduce -2.3% 1,198 $543K
Petros Family Wealth, LLC 0.59% — 1,198 $543K
Veridan Wealth LLC 0.25% — 1,168 $543K
GFI Investment Counsel Ltd. 0.06% New 1,197 $543K
Slocum, Gordon & Co LLP 0.45% No change 1,197 $543K
B.O.S.S. Retirement Advisors, LLC 0.15% Reduce -94.9% 1,195 $542K
Keyvantage Wealth, LLC 0.39% — 1,194 $541K
Portland Financial Advisors Inc 1.45% — 1,192 $540K
DLK Investment Management, LLC 0.23% No change 1,191 $540K
Peddock Capital Advisors, LLC 0.13% Reduce -0.2% 1,188 $538K
NFC Investments, LLC 0.15% No change 1,186 $538K
Park Place Capital Corp 0.15% Reduce -1.5% 1,186 $538K
Cedar Wealth Management, LLC 0.19% Reduce -12.9% 1,183 $536K
GK Wealth Management LLC 0.68% — 1,182 $536K
GW&K Investment Management, LLC 0.00% Add +1.1% 1,181 $535K
Luts & Greenleigh Group, Inc. 0.53% Add +0.6% 1,180 $535K
Gouws Capital LLC 0.37% No change 1,175 $533K
Brogan Financial, Inc. 0.26% Add +2.4% 1,175 $533K
Persium Advisors, LLC 0.52% — 1,174 $532K
Blue Sky Capital Consultants Group, Inc. 0.32% — 1,173 $532K
Compass Financial Services Inc 0.30% — 1,173 $532K
Mendel Money Management 0.24% Add +2.2% 1,171 $531K
BCM Advisors, LLC 0.12% Add +4.7% 1,120 $531K
Sendero Wealth Management, LLC 0.08% Add +17.8% 1,170 $530K
Elyxium Wealth, LLC 0.32% Reduce -63.5% 1,168 $529K
Finward Bancorp 0.46% — 1,167 $529K
Yeomans Consulting Group, Inc. 0.20% Add +0.2% 1,167 $529K
Conestoga Capital Advisors, LLC 0.01% No change 1,165 $528K
Stegent Equity Advisors, Inc. 0.54% Add +17.7% 1,163 $527K
Redwood Financial Network Corp 0.39% Reduce -2.8% 1,162 $526K
Cherry Creek Investment Advisors, Inc. 0.26% Reduce -0.3% 1,161 $526K
Mandatum Life Insurance Co Ltd 0.16% Add +22.7% 1,161 $526K
Commonwealth Retirement Investments LLC 0.22% No change 1,160 $526K
OneAscent Wealth Management LLC 0.22% Add +38.8% 1,159 $525K
Anson Capital, Inc. 0.46% Reduce -19.6% 1,158 $525K
Marotta Asset Management 0.11% Add +0.7% 1,162 $524K
Kilter Group LLC 0.34% — 1,153 $523K
Rock Point Advisors, LLC 0.15% Reduce -23.8% 1,152 $522K
Timonier Family Office, LTD. 0.27% — 1,150 $521K
Centennial Bank 0.25% Reduce -8.0% 1,150 $521K
Schneider Downs Wealth Management Advisors, LP 0.10% Reduce -16.7% 1,150 $521K
United Capital Management of KS, Inc. 0.09% No change 1,150 $521K
Paulson Wealth Management Inc. 0.14% Reduce -1.0% 1,149 $521K
BluePointe Capital Management, LLC 0.30% Add +74.4% 1,146 $519K
New Millennium Group LLC 0.30% Add +1.1% 1,142 $518K
Virtue Capital Management, LLC 0.10% Reduce -30.7% 1,141 $517K
Myecfo, LLC 0.28% No change 1,140 $517K
Coyle Financial Counsel LLC 0.16% Add +39.9% 1,140 $517K
Concorde Asset Management, LLC 0.27% Reduce -48.2% 1,139 $516K
Advocate Group LLC 0.10% New 1,139 $516K
Allie Family Office LLC 0.29% Add +28.4% 1,130 $516K
Burrus Financial Services, Inc. 0.26% No change 1,136 $515K
Caxton Corp. 3.09% Reduce -1.6% 1,133 $514K
Leicht Financial Planning & Wealth Management, Inc. 0.26% No change 1,132 $513K
Aspect Partners, LLC 0.30% No change 1,132 $513K
Geometric Wealth Advisors 0.09% Add +2.1% 1,132 $513K
Retirement Planning Co of New England, Inc. 0.25% Add +2.0% 1,129 $512K
Morris Financial Concepts, Inc. 0.22% Reduce -10.3% 1,129 $512K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -0.6% 1,129 $512K
Viewpoint Capital Management LLC 0.27% No change 1,126 $510K
Flywheel Private Wealth LLC 0.47% — 1,125 $510K
Taurus Asset Management, LLC 0.05% Reduce -2.2% 1,125 $510K
Hoge Financial Services, LLC 0.37% Add +13.4% 1,123 $509K
Angeles Investment Advisors, LLC 0.02% No change 1,123 $509K
TruNorth Capital Management, LLC 0.14% Add +280.3% 1,122 $509K
PACK Private Wealth, LLC 0.30% No change 1,120 $508K
Omega Financial Group, LLC 0.19% Reduce -5.5% 1,120 $508K
Crews Bank & Trust 0.09% — 1,119 $507K
Optivise Advisory Services LLC 0.27% Add +15.6% 1,118 $507K
Beacon Harbor Wealth Advisors, Inc. 0.12% No change 1,115 $505K
Holistic Financial Partners 0.25% Add +10.8% 1,114 $505K
TCP Asset Management, LLC 0.11% No change 1,114 $505K
Harmony Asset Management LLC 0.20% No change 1,112 $504K
Clark Financial Services Group Inc. 0.38% No change 1,109 $503K
Wagner Wealth Management, LLC 0.13% Add +22.4% 1,109 $503K
West Paces Advisors Inc. 0.12% No change 1,109 $503K
Synergy Financial Group, LTD 0.42% Add +8.2% 1,108 $502K
Theory Financial LLC 0.21% New 1,108 $502K
Westover Capital Advisors, LLC 0.11% Add +2.4% 1,108 $502K
Wilson & Boucher Capital Management, LLC 0.35% No change 1,105 $501K
Certior Financial Group, LLC 0.44% — 1,099 $498K
Barnes Wealth Management Group, Inc 0.33% — 1,097 $497K
Up Strategic Wealth Investment Advisors LLC 0.50% Add +118.8% 1,096 $497K
Barings LLC 0.01% Reduce -4.7% 1,096 $497K
Fidato Wealth LLC 0.37% New 1,095 $496K
Chico Wealth RIA 0.43% Add +2.0% 1,094 $496K
Drake & Associates, LLC 0.14% Add +28.6% 1,048 $495K
Proactive Wealth Strategies LLC 0.26% No change 1,091 $495K
Mayfair Advisory Group, LLC 0.29% No change 1,090 $494K
Bank & Trust Co 0.41% Add +2.9% 1,088 $493K
Gutierrez Wealth Advisory, LLC 0.41% — 1,088 $493K
Keener Financial Planning LLC 0.29% Add +3.0% 1,088 $493K
Kennedy Investment Group, Inc. 0.22% Add +0.4% 1,086 $492K
Columbia Advisory Partners LLC 0.46% Add +7.8% 1,084 $491K
German American Bancorp, Inc. 0.05% Add +2.9% 1,082 $490K
Climber Capital SA 0.40% — 1,082 $490K
Daner Wealth Management, LLC 0.36% — 1,037 $490K
Rockline Wealth Management, LLC 0.13% No change 1,079 $489K
Joseph P. Lucia & Associates, LLC 0.22% Add +9.1% 1,079 $489K
Mma Asset Management LLC 0.21% Reduce -33.8% 1,079 $489K
International Private Wealth Advisors LLC 0.48% New 1,072 $486K
IFS Advisors, LLC 0.38% Add +67.0% 1,069 $485K
Quartz Partners, LLC 0.29% Add +1.0% 1,068 $484K
Prudent Investors Network, Inc. 0.14% No change 1,064 $482K
OneAscent Family Office, LLC 0.87% — 1,058 $480K
Park Square Financial Group, LLC 0.33% — 1,055 $478K
Vigilare Wealth Management 0.19% No change 1,054 $478K
Mowery & Schoenfeld Wealth Management, LLC 0.93% Reduce -63.4% 1,051 $476K
Oxler Private Wealth LLC 0.16% No change 1,051 $476K
Peak Financial Management, Inc. 0.14% Reduce -19.3% 1,043 $473K
Donald L. Hagan, LLC 0.24% No change 1,041 $472K
Peterson Wealth Advisors, LLC 0.09% Add +4.7% 1,040 $472K
Flaharty Asset Management, LLC 0.07% No change 1,036 $470K
St. Johns Investment Management Company, LLC 0.22% Add +22.4% 1,034 $469K
Houlihan Financial Resource Group, Ltd. 0.20% No change 1,032 $468K
Beirne Wealth Consulting Services, LLC 0.17% No change 1,029 $466K
Stone Summit Wealth LLC 0.16% Reduce -6.4% 1,029 $466K
Payne Capital Management, LLC 0.20% — 1,028 $466K
American Asset Management Inc. 0.47% Reduce -0.3% 1,025 $465K
Syntax Research, Inc. 0.33% No change 1,024 $464K
Sustainable Insight Capital Management, LLC 0.20% No change 1,024 $464K
Hamilton Wealth, LLC 0.11% Reduce -2.4% 1,024 $464K
Noble Wealth Management PBC 0.32% — 1,022 $463K
Alaska Wealth Advisors, LLC 0.07% Reduce -1.9% 1,020 $462K
BCO Wealth Management LLC 0.38% — 1,019 $462K
Roxbury Financial LLC 0.45% — 956 $462K
Hara Capital LLC 0.29% No change 1,015 $460K
Better Money Decisions, LLC 0.32% No change 1,014 $460K
IRON Financial LLC 0.26% No change 1,013 $459K
Dark Forest Capital Management LP 0.07% Reduce -80.5% 1,012 $459K
Astoria Portfolio Advisors LLC. 0.16% New 1,018 $458K
Barrett & Company, Inc. 0.19% Add +47.0% 1,011 $458K
RHS Financial, LLC 0.24% No change 1,008 $457K
Guidance Point Advisors, LLC 0.13% Reduce -5.5% 1,007 $457K
US Asset Management LLC 0.41% Reduce -6.5% 1,007 $456K
Avondale Wealth Management 0.29% Add +5.8% 1,005 $456K
Dividend Assets Capital, LLC 0.09% No change 1,005 $456K
W Advisors, LLC 0.28% Add +1.0% 1,004 $455K
Cranbrook Wealth Management, LLC 0.11% No change 1,003 $455K
Pinnacle Family Advisors, LLC 0.22% Add +1.1% 1,002 $454K
CM Wealth Advisors LLC 0.15% No change 1,002 $454K
Greenhaven Associates Inc. 0.01% No change 1,001 $454K
Bienville Capital Management, LLC 0.11% New 1,000 $453K
Grace & White Inc. 0.09% No change 1,000 $453K
Night Owl Capital Management, LLC 0.06% No change 1,000 $453K
Idaho Trust Co 0.23% No change 1,000 $453K
Cannon Wealth Management Services, LLC 0.39% Reduce -1.3% 975 $453K
Householder Group Estate & Retirement Specialist, LLC 0.34% Reduce -77.2% 998 $452K
Penn Davis McFarland Inc. 0.05% Reduce -0.4% 997 $452K
Unified Investment Management 0.51% — 995 $451K
JBGlobal.com LLC 0.48% — 995 $451K
Tanglewood Legacy Advisors, LLC 0.19% Add +92.6% 994 $451K
DMKC Advisory Services, LLC 0.41% — 993 $450K
Investors Asset Management of Georgia Inc. /Ga/ 0.22% No change 990 $449K
Rainier Family Wealth Inc. 0.54% — 989 $448K
ArborFi Advisors, LLC 0.45% — 988 $448K
Insight Wealth Strategies, LLC 0.06% Add +108.9% 986 $447K
Masso Torrence Wealth Management Inc. 0.23% Add +3.1% 985 $446K
Affinity Wealth Management LLC 0.08% No change 985 $446K
Postrock Partners LLC 0.22% — 981 $445K
Shakespeare Wealth Management, LLC 0.12% Add +31.3% 981 $445K
Lighthouse Financial LLC 0.36% — 980 $444K
Purus Wealth Management, LLC 0.18% Reduce -3.0% 980 $444K
Northwest Financial Advisors 0.37% Add +23.0% 978 $443K
LYNX Capital Group Ltd. 0.25% No change 975 $442K
Advance Capital Management, Inc. 0.02% Add +8.6% 975 $442K
Toth Financial Advisory Corp. 0.05% No change 974 $441K
Gray Private Wealth, LLC 0.26% Add +1.5% 973 $441K
New Jersey Better Educational Savings Trust 0.85% No change 972 $441K
Future Financial Wealth Managment LLC 0.32% No change 972 $441K
Collaborative Wealth Managment Inc. 0.20% Reduce -0.3% 970 $440K
Vantage Point Financial LLC 0.24% — 968 $439K
Fusion Capital, LLC 0.18% Add +0.4% 966 $438K
AA Financial Advisors, LLC 0.12% No change 966 $438K
Towneley Capital Management, Inc / DE 0.10% No change 963 $437K
Valley Forge Investment Consultants Inc. Adv 0.15% Reduce -5.0% 961 $436K
Triad Wealth Partners, LLC 0.16% New 960 $435K
Opinicus Capital, Inc. 0.37% Reduce -0.3% 958 $434K
Seneca House Advisors 0.17% Reduce -7.2% 958 $434K
Redwood Wealth Management Group, LLC 0.21% Add +0.5% 957 $434K
Howe & Rusling Inc. 0.04% No change 957 $434K
Richard C. Young & CO., LTD. 0.05% No change 956 $433K
GEM Asset Management, LLC 0.24% Add +13.0% 955 $433K
Kings Path Partners LLC 0.18% No change 955 $433K
Morling Financial Advisors, LLC 0.15% Add +28.0% 955 $433K
Cox Capital Mgt LLC 0.28% No change 950 $431K
Granite Group Advisors, LLC 0.27% No change 950 $431K
SFG Wealth Management, LLC. 0.23% Add +2.3% 949 $430K
Fairtree Asset Management (Pty) Ltd 0.41% — 948 $430K
Semus Wealth Partners LLC 0.28% No change 948 $430K
Richardson Financial Services Inc. 0.30% Reduce -18.6% 948 $429K
Waypoint Wealth Partners Inc. 0.12% Reduce -1.4% 945 $428K
Griffith & Werner, Inc. 0.28% — 945 $428K
Boyd Wealth Management, LLC 0.21% No change 945 $428K
Operose Advisors LLC 0.15% Reduce -37.8% 945 $428K
Rosenblum Silverman Sutton S F Inc. 0.11% No change 945 $428K
Cassady Schiller Wealth Management, LLC 0.16% Add +14.3% 942 $427K
Leslie Global Wealth, LLC 0.20% Add +1.3% 941 $427K
Brickley Wealth Management 0.09% Reduce -1.8% 941 $427K
Howard Bailey Securities, LLC 0.16% Add +19.0% 940 $426K
Chelsea Counsel Co. 0.22% No change 939 $426K
C2C Wealth Management, LLC 0.39% No change 935 $424K
Boothbay Fund Management, LLC 0.01% Add +5.7% 934 $423K
von Borstel & Associates, Inc. 0.17% Add +9.1% 934 $423K
Barnett & Company, Inc. 0.28% New 933 $423K
Divergent Planning, LLC 0.14% No change 954 $422K
Clear Investment Research, LLC 0.54% Add +1.4% 931 $422K
Stordahl Capital Management, Inc. 0.10% Add +78.8% 930 $422K
Integral Investment Advisors, Inc. 0.14% No change 929 $421K
King Wealth Management Group 0.06% New 929 $421K
Axiom Financial Strategies, LLC 0.23% No change 926 $420K
Prism Advisors, Inc. 0.13% No change 925 $419K
Ipswich Investment Management Co., Inc. 0.10% No change 925 $419K
Buckingham Capital Management, Inc. 0.05% Reduce -30.2% 925 $419K
Investment Advisory Services Inc. /TX 0.15% No change 922 $418K
Colton Groome Financial Advisors, LLC 0.16% Reduce -8.9% 921 $417K
Golden Bell Financial Planning LLC 0.42% — 918 $416K
Zevin Asset Management LLC 0.06% Add +0.3% 917 $416K
Accretive Wealth Partners, LLC 0.18% No change 917 $416K
Wise Wealth Partners 1.02% — 915 $415K
Monument Capital Management 0.11% No change 912 $413K
Evolution Advisers, Inc. 0.23% No change 912 $413K
MontVue Capital Management, Inc. 0.31% No change 907 $411K
Mullaney, Keating & Wright, Inc. 0.28% Add +2.1% 904 $410K
Gunderson Capital Management LLC 0.20% Reduce -23.8% 903 $409K
Addison Capital Co 0.16% Add +0.6% 903 $409K
Morton Brown Family Wealth, LLC 0.14% No change 903 $409K
Medallion Wealth Advisors, LLC 0.20% — 847 $409K
New England Capital Financial Advisors LLC 0.20% No change 900 $408K
Boston Common Asset Management, LLC 0.01% Reduce -1.2% 900 $408K
Claris Advisors, LLC / Mo / 0.15% Add +23.4% 898 $407K
Manske Wealth Management 0.16% — 897 $407K
Walled Lake Planning & Wealth Management, LLC 0.15% Add +1.5% 897 $407K
AJ Advisors, LLC 0.21% Add +0.1% 896 $406K
Reston Wealth Management LLC 0.15% Add +32.5% 896 $406K
Graham Capital Management, L.P. 0.02% Reduce -85.0% 896 $406K
ELCO Management Co., LLC 0.21% No change 895 $406K
Note Advisors, LLC 0.36% — 893 $405K
Alpha Zero LLC 0.31% — 892 $404K
Orion Capital Management LLC 0.18% Reduce -2.2% 892 $404K
Panoramic Capital Partners, LLC 0.35% — 891 $404K
Earnest Partners LLC 0.00% No change 889 $403K
Pollock Investment Advisors, LLC 0.33% — 885 $401K
Friday Financial 0.28% — 884 $401K
Asset Allocation Strategies LLC 0.10% Reduce -0.8% 849 $400K
Whitaker-Myers Wealth Managers, LTD. 0.12% New 883 $400K
17 Capital Partners, LLC 0.25% No change 881 $399K
Oxinas Partners, LLC 0.23% Add +7.7% 880 $399K
Beacon Bank & Trust 0.09% Reduce -15.0% 880 $399K
Capital Insight Partners, LLC 0.07% Reduce -24.6% 878 $398K
Moller Wealth Partners 0.10% No change 877 $398K
Gibson Wealth Advisors LLC 0.33% No change 875 $397K
Carrera Capital Advisors 0.09% Reduce -1.2% 875 $397K
Cornerstone Planning Group LLC 0.10% Add +2.6% 835 $396K
NDVR, Inc. 0.38% Add +12.7% 873 $396K
Worth Financial Advisory Group, LLC 0.24% Reduce -2.8% 872 $395K
Echo45 Advisors LLC 0.26% Add +2.8% 870 $395K
Tull Financial Group, Inc. 0.24% Add +9.2% 869 $394K
American Financial & Tax Strategies Inc. 0.20% No change 868 $393K
M.E. Allison & Co., Inc. 0.43% — 868 $393K
Lakeshore Financial Planning, Inc. 0.17% No change 867 $393K
South Plains Financial, Inc. 0.30% — 867 $393K
Josh Arnold Investment Consultant, LLC 0.33% Reduce -12.6% 865 $392K
Astoria Strategic Wealth, Inc. 0.12% No change 864 $392K
MilWealth Group LLC 0.11% Add +631.4% 863 $391K
Builder Investment Group Inc. 0.11% Reduce -3.9% 862 $391K
Next Level Wealth Planning, LLC 0.31% — 860 $390K
Pinnacle Wealth Management Group, Inc. 0.24% No change 859 $389K
Aljian Capital Management, LLC 0.08% No change 857 $388K
Grantvest Financial Group LLC 0.43% — 855 $388K
Providence Capital Advisors, LLC 0.08% Reduce -0.8% 852 $386K
AlphaMark Advisors, LLC 0.17% Add +14.9% 849 $385K
ETF Store, Inc. 0.48% Add +31.4% 849 $385K
Lifelong Wealth Advisors, Inc. 0.17% — 847 $384K
Cypress Capital, LLC 0.11% New 847 $384K
Carderock Capital Management Inc. 0.10% Reduce -0.6% 845 $383K
HFG Advisors, Inc. 0.33% No change 844 $383K
Fortis Advisors, LLC 0.25% Reduce -0.2% 844 $383K
Kondo Wealth Advisors, Inc. 0.19% — 844 $383K
Valley Wealth Managers, Inc. 0.03% Reduce -10.6% 841 $381K
Enclave Advisors LLC 0.06% Reduce -5.6% 840 $381K
Affinity Investment Advisors, LLC 0.32% Reduce -9.7% 837 $379K
BIP Alliance, LLC 0.16% — 837 $379K
Resolute Advisors LLC 0.08% New 836 $379K
Promethium Advisors,llc 0.26% Add +2.5% 833 $378K
Hobbs Wealth Management, LLC 0.43% — 832 $377K
MainStreet Investment Advisors LLC 0.05% No change 831 $377K
Primoris Wealth Advisors, LLC 0.29% Reduce -9.5% 830 $376K
Central Bank & Trust Co. 0.06% No change 828 $375K
FinDec Wealth Services, Inc. 0.26% Add +53.7% 827 $375K
Howard Wealth Management, LLC 0.20% Reduce -6.2% 827 $375K
FSA Wealth Management LLC 0.15% No change 827 $375K
Bay Capital Advisors, LLC 0.30% — 825 $374K
Level Wealth Management LLC 0.26% — 825 $374K
SPC Financial, Inc. 0.03% Add +69.1% 825 $374K
Manchester Capital Management LLC 0.04% No change 824 $374K
Kagan Cocozza Asset Management 0.31% — 820 $372K
Higgins & Schmidt Wealth Strategies LLC 0.23% Reduce -1.2% 820 $372K
Delaney Dennis R 0.20% Reduce -2.4% 820 $372K
Clarity Capital Partners LLC 0.19% Add +1.0% 819 $371K
Clearview Wealth Advisors LLC 0.28% Reduce -19.6% 818 $371K
Citrine Capital LLC 0.27% — 818 $371K
Ruggaard & Associates LLC 0.16% Add +3.3% 814 $369K
Christensen, King & Associates Investment Services, Inc. 0.17% Add +0.3% 804 $369K
Mills Wealth Advisors LLC 0.21% Add +1.1% 813 $369K
Aspire Private Capital, LLC 0.09% No change 813 $368K
Jacobson & Schmitt Advisors, LLC 0.07% No change 811 $368K
Keystone Financial Group, Inc. 0.30% — 811 $368K
Left Brain Wealth Management, LLC 0.14% Reduce -4.4% 811 $368K
Shorepoint Capital Partners LLC 0.08% Add +0.3% 811 $368K
Everest Private Wealth 0.32% — 810 $367K
Harrell Investment Partners, LLC 0.10% No change 810 $367K
Entrewealth, LLC 0.34% — 802 $367K
Ferguson Shapiro LLC 0.14% No change 809 $367K
Synergy Investment Management, LLC 0.16% — 804 $364K
Friedenthal Financial 0.21% No change 800 $363K
Scholtz & Company, LLC 0.17% No change 800 $363K
Silver Coast Investments LLC 0.14% No change 800 $363K
Nia Impact Advisors, LLC 0.12% No change 800 $363K
Connors Investor Services Inc. 0.03% No change 800 $363K
Golden Road Advisors LLC 0.27% No change 799 $362K
Wealth Management Associates, Inc. 0.15% Add +0.1% 799 $362K
Instrumental Wealth, LLC 0.34% Add +1.1% 756 $362K
West Wealth Group, LLC 0.11% Reduce -3.3% 798 $362K
Ehrlich Financial Group 0.26% Reduce -3.6% 797 $361K
Maltin Wealth Management, Inc. 0.18% No change 797 $361K
Fischer Investment Strategies, LLC 0.29% New 796 $361K
Moment Partners, LLC 0.07% — 795 $360K
Plotkin Financial Advisors, LLC 0.21% No change 795 $360K
ACT Advisors, LLC. 0.19% Reduce -11.5% 794 $360K
Fairfield, Bush & Co. 0.21% Reduce -7.1% 793 $359K
Realta Investment Advisors 0.15% Reduce -59.3% 792 $359K
Cannon Advisors, Inc. 0.31% Add +19.3% 792 $359K
Prosperity Wealth Management, Inc. 0.15% Reduce -72.6% 791 $359K
Vestia Personal Wealth Advisors 0.29% Add +12.7% 790 $358K
Widmann Financial Services, Inc. 0.28% No change 790 $358K
jvl associates llc 0.14% Add +1.0% 790 $358K
Arbor Capital Management Inc. 0.35% Reduce -1.6% 756 $356K
Chiron Capital Management, LLC 0.34% No change 786 $356K
Carolina Wealth Advisors, LLC 0.19% Reduce -47.7% 785 $356K
Global Strategic Investment Solutions, LLC 0.04% Reduce -12.5% 785 $356K
Oak Wealth Advisors LLC 0.27% — 784 $355K
Lighthouse Wealth Management Inc. 0.33% — 783 $355K
Somerset Trust Co 0.13% Reduce -48.9% 783 $355K
Kellett Wealth Advisors, LLC 0.24% Reduce -10.3% 782 $354K
Edge Financial Advisors LLC 0.32% Add +9.8% 781 $354K
LVZ, Inc. 0.05% No change 781 $354K
Latko Wealth Management, Ltd. 0.21% No change 778 $353K
IVC Wealth Advisors LLC 0.20% Add +1.0% 775 $351K
Betterment LLC 0.00% Add +13.7% 774 $351K
Meridian Financial Advisors, LLC 0.24% Reduce -1.9% 773 $350K
JDM Financial Group LLC 0.18% Reduce -7.9% 773 $350K
Covenant Partners, LLC 0.11% Add +1.9% 772 $350K
Hager Investment Management Services, LLC 0.22% — 771 $349K
Kraft, Davis & Associates, LLC 0.10% No change 741 $349K
Hobbs Group Advisors, LLC 0.13% Add +3.0% 769 $349K
Invenio Wealth Partners LLC 0.15% No change 767 $348K
Members Advisory Group LLC 0.14% Add +75.0% 763 $346K
Axis Wealth Partners, LLC 0.29% — 762 $345K
1834 Investment Advisors Co. 0.04% Add +1.6% 760 $344K
Landscape Capital Management, L.L.C. 0.04% Reduce -53.9% 760 $344K
Community Bank, N.A. 0.04% Reduce -2.6% 760 $344K
Plan Group Financial, LLC 0.18% No change 758 $344K
Midwest Professional Planners, LTD. 0.10% No change 755 $342K
Mason & Associates, LLC 0.10% Add +10.2% 755 $342K
Old Second National Bank of Aurora 0.08% Add +1.9% 754 $342K
One Wealth Management Investment & Advisory Services, LLC 0.54% No change 750 $340K
Mawer Investment Management Ltd. 0.00% No change 750 $340K
Western Financial Corp 0.19% Add +29.4% 749 $340K
Rather & Kittrell, Inc. 0.08% Add +2.0% 748 $339K
Pathway Financial Advisors LLC 0.08% Add +5.8% 746 $338K
Adams Asset Advisors, LLC 0.04% No change 744 $337K
MayTech Global Investments, LLC 0.04% Reduce -32.8% 743 $337K
Kingdom Financial Group LLC. 0.23% No change 742 $336K
GatePass Capital, LLC 0.37% — 741 $336K
Wiser Wealth Management, Inc 0.09% Add +20.5% 741 $336K
DKM Wealth Management, Inc. 0.32% — 740 $336K
Measured Wealth Private Client Group, LLC 0.11% Reduce -1.1% 739 $335K
Stewardship Advisors, LLC 0.09% Add +5.9% 736 $334K
WorthPointe, LLC 0.14% Add +1.9% 735 $333K
Passive Capital Management, LLC. 0.12% No change 735 $333K
Eagle Rock Investment Company, LLC 0.06% No change 734 $333K
Prospect Financial Services LLC 0.18% Add +51.3% 734 $333K
Maxwell Wealth Strategies Inc. 0.14% No change 733 $332K
Pinney & Scofield, Inc. 0.25% — 731 $331K
Monument Group Wealth Advisors, LLC 0.23% No change 731 $331K
HRC Wealth Management, LLC 0.20% No change 729 $330K
Altus Wealth Management, LLC 0.15% No change 729 $330K
Nicholson Wealth Management Group, LLC 0.22% No change 725 $329K
ONE Advisory Partners, LLC 0.15% No change 725 $329K
Biltmore Wealth Management, LLC 0.14% No change 723 $328K
Foguth Wealth Management, LLC. 0.09% Add +11.7% 706 $327K
Lockerman Financial Group, Inc. 0.56% No change 720 $326K
Accredited Wealth Management, LLC 0.29% — 720 $326K
Fonville Wealth Management LLC 0.11% No change 720 $326K
Stevens Capital Management LP 0.13% Reduce -82.4% 719 $326K
Hill Island Financial LLC 0.09% No change 715 $324K
Balanced Rock Investment Advisors LLC 0.26% Add +5.2% 715 $324K
Meridian Management Co. 0.09% Add +13.5% 715 $324K
Northeast Financial Group, Inc. 0.12% No change 714 $324K
LifePlan Financial, LLC 0.29% Reduce -56.3% 712 $323K
Headland Capital, LLC 0.11% — 712 $323K
Eastover Investment Advisors LLC 0.15% No change 711 $322K
Wilkins Miller Wealth Management, LLC 0.34% — 709 $321K
Scarborough Advisors, LLC 0.05% No change 708 $321K
Kaizen Financial Strategies 0.18% Add +2.9% 707 $320K
Asio Capital, LLC 0.06% Reduce -11.7% 707 $320K
Brio Consultants, LLC 0.05% Reduce -25.5% 706 $320K
Copley Financial Group, Inc. 0.24% Add +1.4% 702 $318K
One Plus One Wealth Management, LLC 0.19% No change 701 $318K
Tamar Securities, LLC 0.04% Reduce -11.1% 700 $317K
Sompo Asset Management Co., Ltd. 0.05% New 700 $317K
Maren Capital LLC 0.02% No change 700 $317K
Long Road Investment Counsel, LLC 0.13% No change 700 $317K
Refined Wealth Management 0.24% No change 698 $316K
William Mack & Associates, Inc. 0.33% — 698 $316K
HighMark Wealth Management LLC 0.18% Add +66.0% 697 $316K
Siligmueller & Norvid Wealth Advisors LLC 0.13% — 696 $315K
Awm Capital, LLC 0.04% Add +5.3% 694 $315K
Montgomery Investment Management Inc. 0.12% No change 694 $315K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.12% Reduce -4.2% 693 $314K
Plum Street Advisors, LLC 0.15% Add +16.9% 691 $313K
Graney & King, LLC 0.24% — 690 $313K
Alamar Capital Management, LLC 0.17% No change 689 $312K
Buck Wealth Strategies, LLC 0.06% New 689 $312K
Planning Directions Inc. 0.18% Reduce -5.9% 688 $312K
Beaumont Asset Management, L.L.C. 0.18% No change 688 $312K
Heritage Wealth Management, Inc. 0.27% Add +1.6% 687 $311K
Astra Wealth Partners LLC 0.29% — 685 $310K
Peninsula Asset Management Inc. 0.16% No change 682 $309K
RPS Advisory Solutions LLC 0.19% No change 681 $309K
Luminist Capital LLC 0.54% — 680 $308K
FreeGulliver LLC 0.16% Reduce -30.8% 680 $308K
Bear Mountain Capital, Inc. 0.12% No change 670 $308K
Acima Private Wealth, LLC 0.10% No change 679 $308K
Twin Focus Capital Partners, LLC 0.05% Reduce -6.9% 679 $308K
Kendall Capital Management 0.09% Reduce -1.4% 678 $307K
OxenFree Capital LLC 0.23% New 676 $306K
Conservest Capital Advisors, Inc. 0.03% Reduce -0.3% 675 $306K
Tableaux LLC 0.25% — 673 $305K
Meridian Financial Partners LLC 0.16% Add +1.5% 673 $305K
Tobias Financial Advisors, Inc. 0.06% No change 672 $305K
Delos Wealth Advisors, LLC 0.24% Add +11.7% 671 $304K
Stonebridge Financial Planning Group, LLC 0.14% Reduce -8.1% 671 $304K
Lavaca Capital LLC 0.13% No change 670 $304K
EPIQ Capital Group, LLC 0.08% No change 670 $304K
Seed Wealth Management, Inc. 0.24% No change 669 $303K
Arcadia Investment Management Corp. 0.05% Add +42.7% 668 $303K
McCarthy Asset Management, Inc. 0.21% No change 667 $302K
Clifford Group, LLC 0.23% No change 666 $302K
Spahn Wealth & Retirement LLC 0.20% — 664 $301K
Matauro, LLC 0.07% — 663 $301K
OmniStar Financial Group, Inc. 0.24% No change 660 $299K
Bollard Group LLC 0.01% No change 660 $299K
FFT Wealth Management LLC 0.02% Add +19.1% 656 $297K
Investors Research Corp 0.07% Add +2.7% 653 $296K
Market Street Wealth Management Advisors LLC 0.05% Add +8.5% 652 $296K
First Washington CORP 0.10% No change 650 $295K
O'Brien Wealth Partners LLC 0.05% No change 650 $295K
Shira Ridge Wealth Management 0.14% Add +4.8% 649 $294K
Kelly Financial Services LLC 0.11% Add +0.1% 649 $294K
American Capital Advisory, LLC 0.16% No change 646 $293K
Founders Capital Management 0.19% No change 645 $292K
Corundum Trust Company, INC 0.88% Reduce -4.2% 643 $291K
BostonPremier Wealth LLC 0.18% — 643 $291K
MPWM Advisory Solutions, LLC 0.21% — 641 $291K
Cottage Street Advisors LLC 0.15% Add +18.5% 640 $290K
Precedent Wealth Partners, LLC 0.09% Reduce -12.1% 637 $289K
Rovin Capital /Ut/ 0.10% Add +10.0% 636 $288K
Signal Tree Financial Partners LLC 0.34% — 635 $288K
Salomon & Ludwin, LLC 0.03% Reduce -12.1% 635 $288K
Phillips Wealth Planners LLC 0.29% No change 649 $287K
Runnymede Capital Advisors, Inc. 0.25% — 632 $286K
Flower City Capital 0.18% No change 632 $286K
Significant Wealth Partners LLC 0.15% Add +8.6% 632 $286K
Swisher Financial Concepts, Inc. 0.34% Reduce -0.8% 631 $286K
Code Waechter LLC 0.25% Reduce -4.0% 630 $286K
Sellwood Investment Partners LLC 0.15% — 629 $285K
Wealth Advisors Northwest LLC 0.19% — 627 $284K
Afg Fiduciary Services Limited Partnership 0.20% No change 619 $284K
Blue Square Asset Management, LLC 0.14% No change 626 $284K
Landmark Wealth Management, LLC 0.13% No change 624 $283K
LifeGoal Investments, LLC 0.31% — 623 $282K
Vertex Planning Partners, LLC 0.06% Add +6.1% 623 $282K
Values First Advisors, Inc. 0.15% New 621 $281K
PFS Partners, LLC 0.15% Reduce -13.2% 620 $281K
Guardian Wealth Advisors, LLC 0.18% Reduce -1.6% 619 $281K
TSA Wealth Managment LLC 0.11% Add +8.0% 618 $280K
Great Oak Capital Partners, LLC 0.09% Reduce -14.5% 631 $280K
Haven Private, LLC 0.16% — 617 $280K
Alkeme Wealth, LLC 0.13% Reduce -17.4% 617 $280K
Marathon Strategic Advisors, LLC 0.30% No change 616 $279K
Disciplined Investments, LLC 0.14% Add +2.3% 615 $279K
Butensky & Cohen Financial Security, Inc. 0.09% No change 615 $279K
Kozak & Associates, Inc. 0.06% Add +11.6% 614 $278K
Signature Wealth Management Group 0.11% Add +1.0% 614 $278K
Loomis Sayles & Co. L P 0.00% Add +26.6% 614 $278K
W.H. Cornerstone Investments Inc. 0.19% Reduce -8.0% 613 $278K
Pacific Wealth Management 0.15% No change 612 $277K
Clark & Stuart, Inc 0.20% — 610 $277K
Arq Wealth Advisors, LLC 0.11% Reduce -11.2% 610 $276K
Reliant Investment Management, LLC 0.12% No change 609 $276K
Royal Fund Management, LLC 0.03% Reduce -4.3% 609 $276K
InvesTrust 0.08% — 608 $275K
Aspiring Ventures, LLC 0.17% — 587 $275K
Sterling Group Wealth Management, LLC 0.14% No change 605 $274K
Custos Family Office, LLC 0.10% New 605 $274K
Lipe & Dalton 0.15% No change 605 $274K
Brewster Financial Planning LLC 0.21% No change 604 $274K
Hart & Patterson Financial Group LLC 0.13% Reduce -0.3% 604 $274K
Kaydan Wealth Management, Inc. 0.09% No change 603 $273K
Ariston Services Group 0.24% No change 602 $273K
Cove Private Wealth, LLC 0.17% New 602 $273K
Lion Street Advisors, LLC 0.09% Reduce -2.9% 602 $273K
PCG Wealth Advisors, LLC 0.10% Add +6.8% 601 $272K
Sharpepoint LLC 0.24% — 600 $272K
West Bancorporation Inc. 0.18% No change 600 $272K
Legal Advantage Investments, Inc. 0.14% Add +20.0% 600 $272K
Financial Freedom, LLC 0.14% No change 600 $272K
Notis-McConarty Edward 0.13% No change 600 $272K
Bawa N Mallick Trust 0.12% — 600 $272K
McCollum Christoferson Group LLC 0.08% No change 600 $272K
Clarity Wealth Development LLC 0.29% — 577 $270K
Aventura Private Wealth, LLC 0.15% — 596 $270K
Navis Wealth Advisors, LLC 0.29% No change 595 $270K
Petredis Investment Advisors LLC 0.03% Reduce -2.0% 595 $270K
Meadow Creek Wealth Advisors LLC 0.19% Reduce -7.8% 594 $269K
St. Clair Advisors, LLC 0.08% Reduce -9.9% 593 $269K
MinichMacGregor Wealth Management, LLC 0.06% Add +3.0% 593 $269K
Elefante Mark B 0.24% — 592 $268K
Walker Asset Management, LLC 0.17% Add +3.9% 592 $268K
Virtus Investment Advisers, LLC 0.22% No change 590 $267K
LifeWealth Investments, LLC 0.18% — 589 $267K
Clarity Asset Management, Inc. 0.17% Reduce -0.3% 589 $267K
Aquire Wealth Advisors, LLC 0.08% New 589 $267K
Narwhal Capital Management 0.02% No change 586 $266K
Aerodigm Wealth, LLC 0.16% Reduce -0.3% 585 $265K
Rothschild Wealth LLC 0.08% Reduce -44.1% 585 $265K
Requisite Capital Management, LLC 0.05% New 583 $264K
Pacific Capital Wealth Advisors, Inc. 0.04% Reduce -1.5% 582 $264K
CWC Advisors, LLC. 0.26% Add +0.2% 582 $264K
Verus Wealth Management, LLC 0.30% — 581 $263K
Blue Barn Wealth, LLC 0.14% Reduce -2.5% 579 $262K
Whitford Management LLC 0.08% Reduce -28.3% 578 $262K
RiverGlades Family Offices LLC 0.19% No change 575 $261K
Keating Investment Counselors Inc. 0.08% No change 575 $261K
Second Half Financial Partners, LLC 0.13% Reduce -4.8% 572 $259K
Momentous Wealth Management, Inc. 0.21% — 571 $259K
Dixon Fnancial Services, Inc. 0.14% New 571 $259K
Encompass More Asset Management 0.09% Add +18.5% 570 $258K
LPF Advisors LLC 0.22% No change 569 $258K
Ascent Wealth Partners, LLC 0.03% No change 569 $258K
Bank Ozk 0.11% Reduce -4.4% 568 $257K
HTG Investment Advisors, Inc. 0.12% Reduce -38.4% 567 $257K
Global Wealth Strategies & Associates 0.08% Reduce -1.1% 566 $257K
Newport Capital Group, LLC 0.19% Reduce -1.6% 564 $256K
EntryPoint Capital, LLC 0.11% Add +28.5% 563 $255K
Winthrop Capital Management, LLC 0.07% Add +0.5% 565 $255K
Capstone Wealth Management, LLC 0.25% — 562 $255K
2UniFi Bank 0.17% — 562 $255K
Hutchens & Kramer Investment Management Group, LLC 0.14% No change 562 $255K
Core Wealth Advisors, Inc. 0.08% Add +5.7% 561 $254K
McElhenny Sheffield Capital Management, LLC 0.09% Add +7.5% 560 $254K
Seven Springs Wealth Group, LLC 0.10% New 559 $253K
Eaton-Cambridge Inc. 0.11% New 558 $253K
Sard Wealth Management Group, LLC 0.17% Add +16.8% 557 $252K
Stegner Investment Associates Inc. 0.17% No change 557 $252K
TL Private Wealth 0.11% No change 548 $251K
Centricity Wealth Management, LLC 0.23% — 554 $251K
TradeWell Securities, LLC. 0.13% — 554 $251K
Single Point Partners, LLC 0.06% Reduce -15.1% 553 $251K
Manuka Financial, LLC 0.17% — 550 $249K
Camelot Technology Advisors, Inc. 0.23% Add +5.0% 549 $249K
Paladin Advisory Group, LLC 0.19% Reduce -9.8% 549 $249K
Hughes Financial Services, LLC 0.05% — 545 $247K
Perkins Coie Trust Co 0.05% No change 544 $247K
Apeiron RIA LLC 0.07% Add +18.3% 542 $246K
Summit Investment Advisory Services, LLC 0.13% Add +3.0% 542 $246K
GoalFusion Wealth Management, LLC 0.13% Reduce -4.9% 541 $245K
Mirabaud & Cie SA 0.08% Reduce -21.7% 541 $245K
GenWealth Group, Inc. 0.06% Reduce -14.7% 539 $244K
Auour Investments LLC 0.09% No change 521 $244K
Prepared Retirement Institute LLC 0.14% Add +5.7% 538 $244K
Kinloch Capital, LLC 0.12% Reduce -0.9% 538 $244K
Compass Planning Associates Inc 0.25% — 536 $243K
Chatham Capital Group, Inc. 0.04% No change 535 $243K
Squire Investment Management Company, LLC 0.11% New 534 $242K
Virginia Wealth Management Group, Inc. 0.15% No change 534 $242K
Sit Investment Associates Inc. 0.01% No change 533 $242K
FSA Advisors, Inc. 0.30% New 533 $242K
Williams Financial, LLC 0.15% No change 533 $242K
Independent Solutions Wealth Management, LLC 0.05% No change 533 $242K
Fieldview Capital Management, LLC 0.04% — 533 $242K
RBA Wealth Management, LLC 0.09% Reduce -18.9% 532 $241K
Equita Financial Network, Inc. 0.09% Reduce -0.9% 530 $240K
Mb, Levis & Associates, LLC 0.12% No change 530 $240K
Beacon Bridge Wealth Partners, LLC 0.10% No change 530 $240K
Argent Advisors, Inc. 0.09% Add +1.5% 529 $240K
Trellis Wealth Advisors LLC 0.12% No change 526 $238K
Texas Capital Bancshares Inc 0.10% Reduce -0.9% 526 $238K
TD Capital Management LLC 0.02% No change 526 $238K
Strathmore Capital Advisors, Inc. 0.17% — 525 $238K
Libra Wealth LLC 0.09% No change 524 $238K
Veery Capital, LLC 0.09% Add +0.6% 522 $237K
Seaside Wealth Management, Inc. 0.09% Add +1.9% 522 $237K
Dillon & Associates Inc. 0.03% No change 520 $236K
Quad-Cities Investment Group, LLC 0.12% Add +4.0% 519 $235K
Nixon Capital, LLC 0.07% No change 510 $235K
LifePlan Investment Advisors, Inc. 0.15% Add +0.6% 518 $235K
Rainey & Randall Wealth Advisors Inc. 0.05% No change 518 $235K
O'Connor Financial Group LLC 0.12% Add +3.4% 516 $234K
Valued Retirements, Inc. 0.31% No change 515 $233K
Anchor Pointe Wealth Management, LLC 0.30% — 515 $233K
Meredith Wealth Planning 0.10% New 512 $232K
Towercrest Capital Management 0.04% No change 512 $232K
Delta Wealth Advisors LLC 0.22% Add +8.7% 511 $232K
Tenret Co LLC 0.15% Reduce -14.7% 511 $232K
Conrad Siegel Investment Advisors, Inc. 0.06% No change 511 $232K
Castleview Partners, LLC 0.12% Add +6.4% 513 $231K
McCarter Private Wealth Services LLC 0.15% Reduce -3.6% 510 $231K
SoundView Advisors Inc. 0.09% — 508 $230K
AmeriServ Wealth Advisors 0.12% — 506 $229K
Minot DeBlois Advisors LLC 0.21% — 505 $229K
Dechtman Wealth Management, LLC 0.04% New 505 $229K
Copperleaf Capital, LLC 0.14% No change 502 $228K
OMNI 360 Wealth, Inc. 0.15% Reduce -57.2% 502 $228K
LGT Financial Advisors LLC 0.50% New 500 $227K
Teachers Insurance & Annuity Association of America 0.30% No change 500 $227K
ADG Wealth Management Group, LLC 0.20% — 500 $227K
Ellerson Group Inc. 0.17% No change 500 $227K
Cascade Wealth Advisors, Inc 0.15% No change 500 $227K
RiverTree Advisors, LLC 0.15% No change 500 $227K
Fee-Only Financial Planning, L.C. 0.15% No change 500 $227K
Decker Retirement Planning Inc. 0.13% — 500 $227K
Raub Brock Capital Management LP 0.05% No change 500 $227K
Drexel Morgan & Co. 0.05% No change 500 $227K
Stanley-Laman Group, Ltd. 0.03% No change 500 $227K
Tran Capital Management, L.P. 0.03% No change 500 $227K
Kimelman & Baird, LLC 0.02% No change 500 $227K
Forefront Wealth Management Inc. 0.21% — 499 $226K
Joule Financial, LLC 0.08% Reduce -4.6% 499 $226K
USA Financial Formulas 0.04% Reduce -4.2% 498 $226K
North Ridge Wealth Advisors, Inc. 0.16% Reduce -27.6% 498 $226K
Dunhill Financial, LLC 0.10% Add +26.5% 496 $225K
Barry Investment Advisors, LLC 0.07% No change 495 $224K
Summit Wealth Partners, LLC 0.05% New 494 $224K
Hidden Cove Wealth Management, LLC 0.18% — 492 $223K
Wallace Advisory Group, LLC 0.15% New 484 $223K
Elite Life Management LLC 0.66% Add +1.7% 491 $223K
Caitong International Asset Management Co., Ltd 0.22% — 491 $223K
Sage Private Wealth Group, LLC 0.17% New 491 $223K
Lansing Street Advisors 0.08% New 491 $223K
Beck Bode, LLC 0.04% No change 491 $223K
SS&H Financial Advisors, Inc. 0.08% No change 488 $222K
Roberts Wealth Advisors, LLC 0.07% Reduce -21.2% 482 $221K
C M Bidwell & Associates Ltd. 0.13% No change 486 $220K
Topel & Distasi Wealth Management, LLC 0.09% No change 485 $220K
Slagle Financial, LLC 0.10% Add +0.8% 482 $218K
A&I Financial Services, LLC 0.21% — 481 $218K
Cambria Investment Management, L.P. 0.01% New 481 $218K
Kraft Asset Management, LLC 0.17% Add +1.5% 475 $218K
Halter Ferguson Financial Inc. 0.09% New 480 $218K
Infinity Wealth Counsel, LLC 0.23% — 479 $217K
Life Planning Partners, Inc 0.20% No change 479 $217K
Pingora Partners LLC 0.14% No change 477 $216K
Orgel Wealth Management, LLC 0.01% No change 477 $216K
Tandem Financial, LLC 0.23% — 476 $216K
Rogco, LP 0.09% No change 476 $216K
MSA Advisors, LLC 0.05% No change 475 $215K
Kooman & Associates 0.08% Add +3.3% 474 $215K
Soundwatch Capital LLC 0.02% New 473 $214K
HC Advisors, LLC 0.17% New 472 $214K
VanderPol Investments L.L.C. 0.47% Add +7.0% 472 $214K
Secured Retirement Advisors, LLC 0.12% Add +1.7% 472 $214K
Schorn Wealth LLC 0.07% Reduce -2.7% 472 $214K
Financial Advisory Corp 0.04% — 471 $213K
Biondo Investment Advisors, LLC 0.03% Reduce -5.0% 471 $213K
Grant Private Wealth Management Inc 0.23% — 470 $213K
Alterna Wealth Management, Inc. 0.18% Reduce -3.1% 470 $213K
Fluent Financial, LLC 0.09% New 470 $213K
Kirtland Hills Capital Management, LLC 0.14% New 468 $212K
Allen Wealth Management, LLC 0.15% Add +4.5% 466 $211K
Thompson Davis & Co., Inc. 0.14% No change 465 $211K
GR Financial Group, LLC 0.04% Reduce -21.1% 465 $211K
William Howard & Co Financial Advisors Inc 0.19% Reduce -12.3% 464 $210K
Paul R. Ried Financial Group, LLC 0.15% — 463 $210K
Stokes Capital Advisors, LLC 0.05% No change 462 $209K
SLT Holdings LLC 0.20% — 462 $209K
Bond & Devick Financial Network, Inc. 0.09% No change 454 $209K
Schulz Wealth, LTD. 0.16% No change 460 $209K
Davis-Rea LTD. 0.11% No change 460 $209K
Retirement Guys Formula LLC 0.11% Reduce -17.3% 460 $209K
Lane & Associates LLC 0.11% Reduce -54.4% 444 $208K
Jeppson Wealth Management, LLC 0.08% Reduce -2.4% 457 $207K
Five Pine Wealth Management 0.17% — 456 $207K
Thompson Investment Management, Inc. 0.03% Add +166.7% 456 $207K
Santori & Peters, Inc. 0.08% No change 455 $206K
Blossom Wealth Management 0.40% New 455 $206K
Davidson Investment Advisors 0.01% New 454 $206K
Curio Wealth, LLC 0.11% — 452 $205K
Chris Bulman Inc 0.13% New 451 $204K
RWQ Financial Management Services, Inc. 0.08% No change 450 $204K
Financial Network Wealth Advisors LLC 0.38% Reduce -82.8% 449 $204K
Kades & Cheifetz LLC 0.10% Reduce -60.7% 448 $203K
Grange Capital, LLC 0.21% — 447 $203K
Novus Advisors, LLC 0.20% — 447 $203K
Austin Asset Management Co Inc 0.04% Reduce -22.7% 446 $202K
Blue Investment Partners LLC 0.07% New 446 $202K
Rakuten Securities, Inc. 0.08% Reduce -33.2% 443 $201K
Seneca Financial Advisors LLC 0.10% New 442 $200K
Groupe la Francaise 0.00% — 450 $195K
Mizuho Bank, Ltd. 0.05% No change 430 $195K
University of Texas/Texas Am Investment Management Co. 0.02% No change 419 $190K
MidAtlantic Capital Management, Inc. 0.13% No change 406 $184K
Lowe Wealth Advisors, LLC 0.08% Add +122.5% 405 $184K
Marshall Wace, LLP 0.00% Reduce -42.9% 400 $181K
Hoese & Co LLP 0.16% No change 400 $181K
PSI Advisors, LLC 0.05% Reduce -5.5% 392 $178K
10Elms LLP 0.22% — 390 $177K
Steph & Co. 0.06% Reduce -10.4% 389 $176K
Dakota Community Bank & Trust NA 0.84% Add +33.3% 388 $176K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.09% No change 388 $176K
West Financial Advisors, LLC 0.03% Add +35.0% 386 $175K
Cypress Capital Management LLC (WY) 0.20% No change 382 $173K
Fourth Dimension Wealth, LLC 0.09% — 377 $171K
Red Tortoise LLC 0.09% No change 376 $170K
POM Investment Strategies, LLC 0.13% No change 374 $170K
DecisionPoint Financial, LLC 0.05% Add +0.3% 366 $166K
Atala Financial Inc 0.11% — 360 $163K
Capital & Planning, LLC 0.12% — 356 $161K
Guardian Wealth Management, Inc. 0.11% Reduce -1.7% 355 $161K
Atlantic Edge Private Wealth Management, LLC 0.05% No change 335 $152K
Halbert Hargrove Global Advisors, LLC 0.01% New 333 $151K
Matrix Trust Co 0.03% New 331 $150K
Perritt Capital Management Inc 0.08% No change 322 $146K
Burkett Financial Services, LLC 0.06% Reduce -34.8% 317 $144K
Ramirez Asset Management, Inc. 0.03% No change 300 $136K
Legacy Investment Solutions, LLC 0.09% Reduce -1.1% 281 $133K
Legacy Wealth Managment, LLC 0.09% Reduce -1.1% 281 $133K
Copia Wealth Management 0.12% — 288 $131K
Ruedi Wealth Management, Inc. 0.04% No change 288 $131K
Silvant Capital Management LLC 0.01% No change 283 $128K
First Financial Corp. 0.06% Reduce -0.7% 282 $128K
NWK Group, Inc. 0.05% No change 268 $121K
Murphy & Mullick Capital Management Corp 0.11% — 265 $120K
Sherman Asset Management, Inc. 0.11% — 260 $118K
SIMA Wealth Partners, LLC 0.10% Reduce -6.2% 257 $116K
Whipplewood Advisors, LLC 0.07% — 257 $116K
Standard Family Office LLC 0.14% No change 256 $116K
Darwin Wealth Management, LLC 0.04% Reduce -58.1% 253 $115K
MRP Capital Investments, LLC 0.10% No change 250 $113K
GKV Capital Management Co., Inc. 0.05% — 250 $113K
True Wealth Design, LLC 0.04% Add +6.8% 250 $113K
Valued Wealth Advisors LLC 0.07% Add +1.6% 247 $112K
Legacies Wealth LLC 0.09% Reduce -2.4% 242 $110K
Reyes Financial Architecture, Inc. 0.08% — 238 $108K
Dogwood Wealth Management LLC 0.06% Add +2260.0% 236 $107K
Richard W. Paul & Associates, LLC 0.04% Reduce -0.8% 233 $106K
Retirement Wealth Solutions LLC 0.09% — 236 $104K
Principia Wealth Advisory, LLC 0.09% — 219 $99K
Newton One Investments LLC 0.04% New 217 $98K
PARK CIRCLE Co 0.09% New 212 $96K
Robinswood Financial LLC 0.04% No change 211 $96K
Westend Capital Management, LLC 0.03% No change 209 $95K
NewSquare Capital LLC 0.01% Add +67.5% 201 $91K
CGC Financial Services, LLC 0.04% No change 200 $91K
Eukles Asset Management 0.04% No change 194 $88K
Silicon Valley Community Foundation 0.00% No change 193 $87K
Christopher J. Hasenberg, Inc 0.04% No change 192 $87K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% Reduce -5.5% 191 $87K
Richardson Capital Management LLC 0.06% No change 191 $87K
Talon Private Wealth, LLC 0.02% Reduce -60.7% 186 $84K
Safe Harbor Fiduciary, LLC 0.09% No change 185 $84K
Citizens Business Bank 0.02% Reduce -67.8% 185 $84K
Luken Investment Analytics, LLC 0.04% No change 184 $83K
REAP Financial Group, LLC 0.02% Add +34.3% 184 $83K
PMV Capital Advisers, LLC 0.22% — 181 $82K
WealthTrak Capital Management LLC 0.07% — 180 $82K
JCIC Asset Management Inc. 0.03% New 180 $82K
Grayhawk Investment Strategies Inc. 0.15% Reduce -77.9% 170 $77K
Gables Capital Management Inc. 0.04% No change 170 $77K
GF Fund Management Co. LTD. 0.00% — 165 $75K
Anfield Capital Management, LLC 0.02% No change 151 $68K
Tributary Capital Management, LLC 0.01% No change 149 $68K
Innovative Advisory Group, LLC 0.05% — 129 $58K
Harbor Capital Advisors, Inc. 0.00% Reduce -4.5% 128 $58K
Pineridge Advisors LLC 0.02% Add +13.6% 125 $57K
Vermillion & White Wealth Management Group, LLC 0.04% No change 124 $56K
Accordant Advisory Group Inc 0.05% No change 115 $52K
Quest 10 Wealth Builders, Inc. 0.05% — 114 $52K
Chesapeake Asset Management LLC 0.05% Reduce -28.3% 114 $52K
Sugar Maple Asset Management, LLC 0.04% New 113 $51K
Turim 21 Investimentos Ltda. 0.01% New 109 $51K
WPG Advisers, LLC 0.05% — 111 $50K
MeadowBrook Investment Advisors LLC 0.05% No change 111 $50K
Redwood Park Advisors LLC 0.04% — 110 $50K
Endeavor Private Wealth, Inc. 0.04% — 100 $45K
William B. Walkup & Associates, Inc. 0.03% No change 100 $45K
Kieckhefer Group LLC 0.03% — 100 $45K
Capco Asset Management, LLC 0.01% No change 100 $45K
Ball & Co Wealth Management Inc. 0.04% — 100 $45K
Bray Capital Advisors 0.01% No change 97 $44K
IMG Wealth Management, Inc. 0.04% — 95 $43K
Mountain Hill Investment Partners Corp. 0.04% — 92 $42K
Wolff Wiese Magana LLC 0.03% Reduce -17.9% 92 $42K
New Wave Wealth Advisors LLC 0.02% New 88 $40K
NCP Inc. 0.02% Add +33.9% 87 $39K
Stuart Chaussee & Associates, Inc. 0.01% No change 87 $39K
Winnacle Wealth LLC 0.04% — 89 $39K
Prudent Man Investment Management, Inc. 0.02% — 84 $38K
Broadwater Capital Management LLC 0.03% No change 77 $35K
Essex Investment Management Co. LLC 0.01% No change 76 $34K
Capital A Wealth Management, LLC 0.06% — 74 $34K
Nova Wealth Management, Inc. 0.03% — 70 $32K
Horizon Financial Services, LLC 0.02% Add +8.5% 64 $29K
Northwest Bank & Trust Co 0.02% Reduce -47.2% 56 $27K
Gen-Wealth Partners Inc 0.01% Reduce -53.5% 59 $27K
Wiser Advisor Group LLC 0.04% No change 58 $26K
Consultiva Wealth Management, Corp. 0.13% New 55 $25K
Hudson Edge Investment Partners Inc. 0.00% No change 50 $23K
Navigoe, LLC 0.02% — 50 $22K
Transamerica Financial Advisors, LLC 0.00% Reduce -2.1% 46 $21K
Altshuler Shaham Ltd 0.00% Add +2.2% 46 $21K
PayPay Securities Corp 0.85% Reduce -4.4% 43 $19K
Fiduciary Counselling Inc. 0.05% New 42 $19K
Wela Strategies, Inc. 0.01% New 18,702 $19K
Ravenstone Capital Management Inc. 0.01% No change 38 $17K
Collier Financial 0.01% — 36 $16K
Stance Capital LLC 0.01% — 35 $16K
Solstein Capital, LLC 0.01% No change 30 $14K
Caitlin John, LLC 0.01% No change 27 $12K
Birch Capital Management, LLC 0.01% Reduce -21.9% 25 $11K
Catherine Avery Investment Management LLC 0.01% — 22 $10K
Clal Insurance Enterprises Holdings Ltd 0.00% New 20 $9K
Midwest Capital Advisors, LLC 0.01% — 18 $8K
WestEnd Advisors, LLC 0.00% Add +21.4% 17 $8K
Lanark Financial, Inc. 0.45% — 10 $5K
Conquis Financial LLC 0.00% — 10 $5K
LFA - Lugano Financial Advisors SA 0.00% No change 10 $5K
a16z Perennial Management, L.P. 0.00% No change 10 $5K
ROSS\JOHNSON & Associates LLC 0.04% — 4 $2K
FLP Wealth Management, LLC 0.00% — 4 $2K
PEAK6 LLC 0.00% — 3 $2K
DRH Investments, Inc. 0.00% No change 3 $1K
Bay Harbor Wealth Management, LLC 0.00% No change 3 $1K
Holos Integrated Wealth LLC 0.00% — 1 $453

"% 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.