Berkshire Hathaway Inc. Class BBRK.B

13F holders, Q1 2025 (March 31)
4,555holders +44
165new positions
102sold out
22famous investors
$532.23avg. 13F price*

At the end of Q1 2025, 4,555 institutions reported holding Berkshire Hathaway Inc. Class B (BRK.B) in their 13F filings, up 44 from Q4 2024. 165 opened new positions and 102 sold out. The largest holders were Vanguard Group Inc. ($80.2B), BlackRock, Inc. ($59.4B) and State Street Corp. ($38.5B). 22 famous investors held it, including Guy Spier (25.5% of Aquamarine Capital (Aquamarine Zurich)'s portfolio), Bill Gates / Michael Larson (21.9% of Gates Foundation Trust's portfolio) and Li Lu (21.6% of Himalaya Capital Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions165$1.2B
Exits102$964.3M

All 13F filers, Q4 2024 → Q1 2025: 32,347,340 shares bought and 25,489,170 shares sold, net +6,858,170 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4,555 holders

Vanguard Group Inc. 1.45% Add +1.7% 150,607,079 $80.2B
BlackRock, Inc. 1.25% Add +1.1% 111,559,788 $59.4B
State Street Corp. 1.59% Add +0.8% 72,228,236 $38.5B
Geode Capital Management, LLC 1.64% Add +3.7% 39,367,395 $20.9B
Morgan Stanley 1.06% Reduce -0.9% 27,791,293 $14.8B
Gates Foundation Trust 21.88% Reduce -12.6% 17,172,435 $9.1B
JPMorgan Chase & Co. 0.66% Add +11.5% 16,203,568 $8.6B
Northern Trust Corp. 1.28% Reduce -1.6% 16,198,444 $8.6B
FMR LLC 0.47% Add +41.4% 13,926,009 $7.4B
Bank of New York Mellon Corp 1.29% Reduce -3.3% 12,183,872 $6.5B
T. Rowe Price Associates Inc. 0.73% Add +7.6% 11,143,300 $5.9B
Charles Schwab Investment Management Inc. 1.09% Add +0.2% 10,882,296 $5.8B
Royal Bank of Canada 1.16% Reduce -0.8% 9,715,347 $5.2B
Bank of America Corp. 0.44% Add +1.7% 9,196,495 $4.9B
Goldman Sachs Group Inc. 0.83% Add +16.0% 8,186,999 $4.4B
Barclays PLC 1.91% Add +10.4% 7,865,341 $4.2B
Dimensional Fund Advisors LP 0.97% Add +0.4% 7,327,645 $3.9B
Norges Bank 0.54% Add +6.4% 7,233,724 $3.9B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.97% Add +13.9% 7,145,474 $3.8B
Legal & General Group Plc 0.89% Reduce -0.9% 6,168,940 $3.3B
UBS Group AG 0.71% Add +9.3% 5,980,274 $3.2B
Nuveen, LLC 0.97% — 5,956,291 $3.2B
Wells Fargo & Company 0.66% Add +2.9% 5,136,362 $2.7B
California Public Employees Retirement System 1.78% Reduce -2.0% 4,774,712 $2.5B
Invesco Ltd. 0.47% Reduce -11.0% 4,690,481 $2.5B
Amundi 0.89% Add +0.1% 4,592,214 $2.4B
Raymond James Financial Inc. 0.78% Add +0.3% 3,892,476 $2.1B
Swiss National Bank 1.41% Add +0.3% 3,753,505 $2.0B
Flossbach Von Storch SE 8.30% Reduce -20.1% 3,595,463 $1.9B
HSBC Holdings PLC 1.22% Reduce -3.3% 3,432,444 $1.8B
Deutsche Bank AG 0.72% Add +17.3% 3,394,414 $1.8B
H&H International Investment 15.00% Reduce -6.6% 3,381,300 $1.8B
Sumitomo Mitsui Trust Group, Inc. 1.23% Add +1.0% 3,277,102 $1.7B
Alliancebernstein L.P. 0.62% Reduce -11.7% 3,237,252 $1.7B
Rhumbline Advisers 1.52% Add +0.5% 3,048,205 $1.6B
LPL Financial LLC 0.61% Add +10.0% 2,943,391 $1.6B
Mitsubishi UFJ Asset Management Co., Ltd. 1.40% Add +12.8% 2,854,089 $1.5B
Creative Planning 1.38% Add +2.2% 2,761,647 $1.5B
Bank of Montreal 0.75% Reduce -9.2% 2,624,166 $1.4B
Artisan Partners Limited Partnership 2.23% Reduce -2.0% 2,581,053 $1.4B
Principal Financial Group Inc. 0.75% Add +0.5% 2,495,824 $1.3B
HighTower Advisors, LLC 1.80% Add +0.6% 2,494,554 $1.3B
Neuberger Berman Group LLC 1.10% Reduce -1.3% 2,453,515 $1.3B
Baird Financial Group, Inc. 2.51% Add +0.4% 2,444,997 $1.3B
National Pension Service 1.22% Add +4.3% 2,386,019 $1.3B
BNP Paribas Financial Markets 0.98% Reduce -11.3% 2,380,504 $1.3B
Wellington Management Group LLP 0.24% Add +43.6% 2,359,877 $1.3B
New York State Common Retirement Fund 1.64% Reduce -7.7% 2,098,728 $1.1B
California State Teachers Retirement System 1.36% Reduce -0.4% 2,060,202 $1.1B
Corient Private Wealth LP 1.73% Reduce -3.4% 1,860,137 $1.1B
First Manhattan Co. Llc. 3.00% Add +1.4% 1,932,962 $1.0B
Tetrad Corp. 91.34% No change 1,923,123 $1.0B
Ameriprise Financial Inc. 0.27% Add +4.4% 1,886,207 $1.0B
Citigroup Inc. 0.75% Add +74.6% 1,835,317 $977.5M
Manufacturers Life Insurance Company, The 0.89% Reduce -11.4% 1,744,007 $928.8M
State Board of Administration of Florida Retirement System 1.84% Add +0.1% 1,737,085 $925.1M
Prudential Financial Inc. 1.29% Add +0.3% 1,703,541 $907.3M
Commonwealth Equity Services, LLC 1.27% Add +6.8% 1,683,895 $896.8M
Adage Capital Partners Gp, L.L.C. 1.57% Reduce -13.4% 1,587,569 $845.5M
National Bank of Canada 0.97% Add +49.0% 1,549,362 $825.5M
New York State Teachers Retirement System 1.90% Reduce -4.5% 1,546,683 $823.7M
Diamond Hill Capital Management, LLC (Investment Advisor) 3.75% Reduce -2.1% 1,535,422 $817.7M
Markel Group 7.25% No change 1,531,971 $815.9M
Assenagon Asset Management S.A. 1.42% Reduce -63.7% 1,494,973 $796.2M
Canada Pension Plan Investment Board 0.77% Add +33.5% 1,489,074 $793.1M
Swedbank AB 1.04% Reduce -18.4% 1,467,440 $781.5M
Chevy Chase Trust Holdings, LLC 2.41% Reduce -1.0% 1,413,594 $752.9M
Rothschild & Co Wealth Management UK Ltd 12.52% Reduce -0.6% 1,396,457 $743.7M
Caisse de depot et placement du Quebec 1.54% Reduce -3.6% 1,374,949 $732.3M
CANADA LIFE ASSURANCE Co 1.26% Reduce -1.0% 1,333,713 $712.4M
Franklin Resources Inc. 0.20% Add +20.8% 1,308,567 $696.9M
Capital Research Global Investors 0.15% Reduce -26.4% 1,304,637 $694.8M
US Bancorp \de 0.92% Reduce -0.3% 1,298,184 $691.4M
Schroder Investment Management Group 0.69% Add +20.4% 1,300,032 $684.2M
Brown Brothers Harriman & Co. 4.74% Reduce -6.2% 1,274,234 $678.6M
Envestnet Asset Management Inc. 0.21% Reduce -4.5% 1,225,641 $652.8M
London Co. of Virginia 3.72% Reduce -2.7% 1,225,497 $652.7M
Gardner Russo & Quinn 7.05% Reduce -8.3% 1,180,608 $628.8M
Wealth Enhancement Advisory Services, LLC 1.19% Add +3.9% 1,171,693 $624.0M
FIL Ltd 0.58% Reduce -5.8% 1,141,034 $607.7M
Brown Advisory Inc. 0.85% Reduce -1.7% 1,116,367 $594.6M
PNC Financial Services Group, Inc. 0.30% Add +2.2% 1,083,208 $576.9M
Mariner, LLC 0.96% Add +2.5% 1,077,875 $574.0M
Check Capital Management Inc. 36.77% Reduce -3.6% 1,061,739 $565.5M
Arrowstreet Capital, Limited Partnership 0.46% Add +122.0% 1,061,475 $565.3M
Korea Investment CORP 1.35% Add +2.6% 1,043,120 $555.5M
Rathbones Group PLC 2.67% Add +3.5% 1,037,648 $552.6M
AQR Capital Management 0.57% Add +28.2% 1,029,920 $548.5M
Royal London Asset Management Ltd. 1.30% Add +6.7% 1,027,745 $547.4M
Ensign Peak Advisors, Inc 1.04% Reduce -3.0% 1,016,712 $541.5M
BSN CAPITAL PARTNERS Ltd 25.41% Reduce -27.5% 1,000,000 $521.9M
Stifel Financial Corp. 0.54% Reduce -3.0% 953,318 $507.7M
Mesirow Financial Investment Management, Inc. 9.73% Reduce -0.4% 942,730 $502.1M
Osaic Holdings, Inc. 1.11% Add +3.6% 935,910 $498.5M
Danske Bank A/S 1.51% Add +1.6% 926,093 $493.2M
Bessemer Group Inc. 0.88% Add +22.4% 917,267 $488.5M
Himalaya Capital Management 21.61% No change 897,749 $478.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.97% Reduce -0.4% 882,743 $470.1M
Douglass Winthrop Advisors, LLC 8.77% Reduce -1.6% 865,855 $461.1M
Aviva PLC 1.10% Add +16.3% 852,250 $453.9M
Treasurer of the State of North Carolina 1.77% Add +1.3% 838,073 $446.3M
Public Employees Retirement System of Ohio 1.61% Reduce -4.4% 831,129 $442.6M
Natixis Advisors, LLC 0.80% Add +24.2% 811,514 $432.2M
Acadian Asset Management LLC 1.21% Reduce -39.4% 801,729 $427.0M
Nordea Investment Management AB 0.44% Reduce -2.2% 787,984 $416.0M
Cibc World Market Inc. 0.92% Reduce -6.0% 755,703 $402.5M
State of Wisconsin Investment Board 1.03% Add +2.0% 750,708 $399.8M
Ossiam 5.54% Reduce -2.8% 744,812 $396.7M
Captrust Financial Advisors 0.99% Add +3.0% 742,118 $395.2M
Retirement Systems of Alabama 1.53% Reduce -0.9% 740,719 $394.5M
First Trust Advisors LP 0.34% Add +136.7% 728,701 $388.1M
Cerity Partners LLC 0.80% Add +14.8% 727,188 $387.3M
TD Asset Management Inc 0.35% Reduce -10.1% 717,525 $382.1M
Voya Investment Management LLC 0.50% Reduce -0.8% 714,263 $380.4M
Fayez Sarofim & Co 0.94% Reduce -1.7% 711,923 $379.2M
Russell Investments Group, Ltd. 0.52% Reduce -6.5% 706,447 $376.0M
Cambridge Investment Research Advisors, Inc. 1.26% Add +1.9% 699,458 $372.5M
Truist Financial Corp. 0.59% Reduce -0.4% 695,889 $370.6M
Cetera Investment Advisers 0.71% Add +8.0% 690,794 $367.9M
Everett Harris & Co. 4.66% Reduce -2.3% 679,498 $361.9M
Davis Selected Advisers 2.08% Reduce -5.4% 678,453 $361.3M
Credit Agricole S A 1.36% Reduce -7.9% 675,676 $359.9M
Toronto Dominion Bank 0.92% Add +67.6% 667,961 $355.7M
Pictet Asset Management Holding SA 0.39% Reduce -9.6% 665,185 $354.3M
Fiduciary Management Inc. 3.38% Reduce -4.2% 656,270 $349.5M
Mitsubishi UFJ Trust & Banking Corp 0.91% Reduce -1.5% 655,774 $349.3M
Clearbridge Investments, LLC 0.30% Reduce -7.1% 654,239 $348.4M
Focus Partners Wealth 0.87% Add +0.1% 654,148 $348.4M
Mackenzie Financial Corp. 0.49% Reduce -12.1% 641,298 $341.5M
State of Tennessee, Department of Treasury 1.30% Reduce -1.9% 637,217 $339.4M
Rafferty Asset Management, LLC 1.39% Reduce -5.8% 612,023 $326.0M
DekaBank Deutsche Girozentrale 0.62% Add +0.3% 608,915 $317.1M
Allianz Asset Management GmbH 0.46% Add +44.0% 591,072 $314.8M
SWF LLC 87.01% Add +1.4% 584,092 $311.1M
Scotia Capital Inc. 1.66% Add +4.3% 580,760 $309.3M
Millennium Management 0.30% Reduce -17.1% 567,246 $302.1M
Asset Management One Co., Ltd. 1.04% Add +7.3% 566,320 $301.6M
STRS Ohio 1.22% Reduce -2.2% 546,462 $291.0M
DAVENPORT & Co LLC 1.71% Reduce -0.0% 542,679 $288.4M
Voloridge Investment Management, LLC 1.05% New 535,000 $284.9M
Squarepoint Ops LLC 0.69% Add +38.3% 530,165 $282.4M
Barr E S & Co. 17.10% Reduce -2.3% 528,860 $281.7M
Fifth Third Bancorp 1.06% Add +4.0% 524,766 $279.5M
Public Sector Pension Investment Board 1.21% Add +2.9% 523,085 $278.6M
Giverny Capital 9.88% Reduce -0.4% 503,332 $268.1M
Empower Advisory Group, LLC 0.86% Add +0.9% 493,795 $263.0M
Handelsbanken Fonder AB 1.08% Reduce -3.6% 492,132 $262.1M
Janney Montgomery Scott LLC 0.73% Reduce -3.9% 485,341 $258.5M
Graham Holdings Co 28.55% No change 482,945 $257.2M
KLP Kapitalforvaltning As 1.25% Add +2.4% 479,613 $255.4M
MetLife Investment Management, LLC 1.37% Reduce -1.9% 476,045 $253.5M
Philip James Wealth Mangement, LLC 32.10% Reduce -5.0% 474,687 $252.8M
Rockefeller Capital Management L.P. 0.62% Add +18.2% 472,592 $251.7M
Northwestern Mutual Wealth Management Co. 0.20% Reduce -15.4% 470,634 $250.6M
1832 Asset Management L.P. 0.47% Add +49.0% 466,739 $248.6M
State of New Jersey Common Pension Fund D 1.08% Reduce -7.5% 450,642 $240.0M
Menora Mivtachim Holdings LTD. 1.55% No change 447,486 $238.3M
Teacher Retirement System of Texas 0.99% Reduce -13.1% 445,096 $237.0M
Hudson Bay Capital Management LP 1.73% Reduce -14.0% 443,510 $236.2M
American Century Companies Inc. 0.15% Reduce -8.7% 443,145 $236.0M
Nomura Asset Management Co. Ltd. 0.72% Add +5.5% 442,062 $235.4M
ProShare Advisors LLC 0.53% Add +9.1% 439,139 $233.9M
Scharf Investments, LLC 7.07% Reduce -2.3% 438,916 $233.8M
Federation des caisses Desjardins du Quebec 1.15% Add +7.2% 437,030 $232.8M
NorthCoast Asset Management LLC 1.16% Reduce -6.0% 433,452 $230.8M
Victory Capital Management Inc. 0.24% Reduce -3.3% 433,287 $230.8M
Quantinno Capital Management LP 1.50% Add +72.6% 432,123 $230.1M
Resona Asset Management Co.,Ltd. 1.33% Add +8.3% 432,746 $230.0M
Vaughan Nelson Investment Management, L.P. 2.29% Add +281.6% 429,997 $229.0M
Gateway Investment Advisers LLC 2.61% Add +4.7% 426,191 $227.0M
Bank Julius Baer & Co. Ltd, Zurich 0.73% Add +299.9% 424,824 $225.9M
Corebridge Financial, Inc. 1.29% Reduce -3.4% 421,437 $224.4M
Czech National Bank 2.05% Add +5.9% 421,000 $224.2M
Blair William & Co. 0.68% Add +0.4% 420,754 $224.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.32% Add +7.5% 419,172 $223.2M
Mercer Global Advisors Inc. 0.50% Reduce -0.9% 412,598 $219.7M
Bartlett & Co. Wealth Management LLC 3.15% Reduce -2.1% 402,046 $214.1M
Kestra Advisory Services, LLC 1.03% Reduce -5.4% 397,851 $211.9M
Van Lanschot Kempen Investment Management N.V. 2.21% Add +33.8% 397,213 $211.5M
CIBC Private Wealth Group LLC 0.45% Reduce -0.8% 428,554 $211.1M
Bridges Investment Management Inc. 3.01% Reduce -2.2% 391,601 $208.6M
Pinebridge Investments, L.P. 1.66% Reduce -7.4% 391,422 $208.5M
Arizona State Retirement System 1.32% Add +1.3% 390,570 $208.0M
Pathstone Holdings, LLC 0.90% Add +2.3% 390,083 $207.4M
Allspring Global Investments Holdings, LLC 0.36% Add +7.5% 386,773 $206.1M
Amalgamated Bank 1.75% Reduce -0.1% 384,779 $204.9M
Sather Financial Group Inc 13.35% Reduce -3.6% 383,872 $204.4M
Yacktman Asset Management 2.64% Reduce -20.1% 376,791 $200.7M
Armstrong Henry H Associates Inc. 19.44% Reduce -0.5% 376,570 $200.6M
Panagora Asset Management Inc. 0.99% Add +3.5% 371,962 $198.1M
Robeco Institutional Asset Management B.V. 0.38% Add +6.1% 367,550 $195.7M
Healthcare of Ontario Pension Plan Trust Fund 0.43% Reduce -30.7% 363,916 $193.8M
Maj Invest Holding A/S 6.94% Reduce -5.3% 360,658 $192.1M
Sei Investments Co. 0.24% Add +6.4% 354,510 $188.8M
Fort Washington Investment Advisors Inc. 1.15% Reduce -25.5% 350,969 $186.9M
Cannell & Spears LLC 4.02% Reduce -1.1% 350,731 $186.8M
State of Michigan Retirement System 1.06% Add +0.0% 345,329 $183.9M
Comerica Bank 0.77% Add +0.3% 344,789 $183.6M
Tredje AP-fonden 1.70% Add +9.7% 341,545 $181.9M
D. E. Shaw & Co. 0.23% Add +18.6% 340,362 $181.3M
Forsta Ap-Fonden 1.37% Reduce -6.5% 339,600 $180.9M
Bristol John W & Co. Inc. 3.08% Reduce -1.8% 338,226 $180.1M
Ruane, Cunniff & Goldfarb L.P. 3.26% Reduce -3.2% 336,982 $179.5M
DNB Asset Management AS 0.82% Reduce -0.9% 335,258 $178.6M
Timucuan Asset Management Inc. 5.55% Reduce -1.1% 335,249 $178.5M
McDonald Capital Investors Inc. 11.22% Reduce -1.3% 334,121 $177.9M
Bank of Nova Scotia 0.40% Reduce -65.3% 329,742 $175.6M
Private Advisor Group, LLC 1.04% Add +2.8% 323,294 $172.2M
Findlay Park Partners LLP 1.77% Add +1.4% 322,736 $171.9M
Schwerin Boyle Capital Management Inc. 17.60% Reduce -2.1% 320,642 $170.8M
Beacon Pointe Advisors, LLC 1.91% Add +5.0% 319,529 $170.2M
United American Securities Inc. (d/b/a UAS Asset Management) 40.38% Reduce -0.8% 315,188 $167.9M
Aberdeen Group plc 0.33% Add +2.1% 316,054 $167.5M
Cwm, LLC 0.66% Add +16.5% 309,207 $164.7M
Nicholas Hoffman & Company, LLC. 6.19% Add +6.4% 305,803 $162.9M
NewEdge Advisors, LLC 0.96% Add +31.5% 338,352 $161.9M
Cibc World Markets Corp. 1.27% Reduce -23.6% 301,189 $160.4M
Capula Management Ltd 1.18% New 300,000 $159.8M
Jones Financial Companies LLLP 0.14% Add +27.1% 300,965 $158.8M
Stonegate Investment Group, LLC 4.23% Add +2.5% 296,951 $158.2M
M&T Bank Corp 0.58% New 296,904 $158.1M
TD Waterhouse Canada Inc. 1.28% Add +1.0% 293,148 $156.5M
Southeast Asset Advisors, LLC 19.18% Reduce -1.6% 293,755 $156.4M
Wallace Capital Management Inc. 20.02% Reduce -3.6% 293,581 $156.4M
Zurich Insurance Group Ltd 1.27% Add +72.3% 293,372 $156.2M
MML Investors Services, LLC 0.52% Add +4.7% 292,146 $155.6M
Shayne & Jacobs, LLC 37.97% Reduce -0.4% 289,678 $154.3M
Huntington National Bank 1.49% Add +5.4% 289,227 $154.0M
Calamos Advisors LLC 1.06% Add +9.2% 288,887 $153.9M
Lee Danner & Bass Inc. 12.42% Reduce -4.1% 288,423 $153.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.44% Add +3.8% 288,416 $153.6M
Weitz Investment Management, Inc. 8.12% Reduce -11.3% 286,850 $152.8M
D.A. Davidson & Co. 1.21% Add +2.4% 282,840 $150.6M
CIBC Asset Management Inc 0.49% Add +1.3% 278,922 $148.5M
Nisa Investment Advisors, LLC 0.74% Reduce -18.6% 278,649 $148.4M
Saratoga Research & Investment Management 7.83% Reduce -0.0% 278,541 $148.3M
Great Lakes Advisors, LLC 1.33% Add +0.5% 278,517 $148.3M
Bradley Foster & Sargent Inc. 2.53% Reduce -0.8% 277,122 $147.6M
Evercore Wealth Management, LLC 2.36% Reduce -1.7% 274,679 $146.3M
Macquarie Group Ltd. 0.18% Add +19.6% 274,650 $146.3M
State of Alaska, Department of Revenue 1.62% Add +2.2% 268,741 $143.1M
Police & Firemen's Retirement System of New Jersey 1.43% Add +0.1% 266,465 $141.9M
Williams Jones Wealth Management, LLC. 1.81% Reduce -1.4% 266,343 $141.8M
QRG Capital Management, Inc. 1.45% Add +3.9% 262,438 $139.8M
Crestwood Advisors Group, LLC 2.62% Add +1.3% 258,939 $137.9M
O'shaughnessy Asset Management, LLC 1.09% Add +14.9% 255,757 $136.2M
Bronte Capital Management Pty Ltd. 11.04% Reduce -0.8% 218,030 $135.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.83% Add +0.3% 254,518 $135.6M
Factory Mutual Insurance Co. 1.57% No change 254,500 $135.5M
Epoch Investment Partners, Inc. 0.70% Reduce -10.5% 253,688 $135.1M
Davis R M Inc. 2.70% Reduce -0.2% 253,536 $135.0M
Thrivent Financial for Lutherans 0.30% Reduce -9.0% 259,481 $134.3M
Paralel Advisors LLC 5.55% Reduce -19.0% 251,000 $133.7M
Evelyn Partners Investment Management LLP 4.42% Add +1.2% 249,076 $132.7M
Rwwm, Inc. 10.62% Reduce -1.7% 247,747 $131.9M
Tiaa Trust, National Association 0.41% Reduce -0.2% 246,961 $131.5M
Quilter Plc 2.73% Reduce -54.2% 246,563 $131.3M
AMF Tjanstepension AB 0.96% Add +24.7% 245,216 $130.6M
Yousif Capital Management, LLC 1.51% Add +0.1% 244,766 $130.4M
Utah Retirement Systems 1.50% Reduce -0.2% 244,753 $130.4M
New York Life Investment Management LLC 1.33% Reduce 0.0% 244,226 $130.1M
Madison Asset Management, LLC 1.43% Reduce -1.6% 241,649 $128.7M
HM Payson & Co. 2.25% Reduce -0.5% 240,429 $128.0M
Westwood Holdings Group Inc. 0.98% Add +48.2% 240,289 $128.0M
IFM Investors Pty Ltd 1.38% Add +1.1% 239,911 $127.8M
Semper Augustus Investments 20.55% Add +0.5% 239,349 $127.5M
Meeder Asset Management Inc. 8.58% Reduce -14.8% 238,759 $127.2M
Obermeyer Wealth Partners 6.71% Reduce -1.1% 236,055 $125.7M
TCTC Holdings, LLC 4.41% Reduce -1.1% 234,902 $125.1M
United Capital Financial Advisors, LLC 1.07% Add +1.8% 233,386 $124.3M
Cheviot Value Management, LLC 15.24% Reduce -0.1% 241,883 $123.9M
Keybank National Association 0.50% Add +0.8% 232,394 $123.8M
Border to Coast Pensions Partnership Ltd 2.52% No change 231,345 $123.2M
AE Wealth Management LLC 1.04% Add +3.2% 231,310 $123.2M
Lanham O'Dell & Company, Inc. 71.35% New 231,218 $123.1M
Northstar Group, Inc. 20.87% Reduce -0.4% 231,180 $123.1M
JARISLOWSKY, FRASER Ltd 0.77% Reduce -0.8% 231,154 $123.1M
Commerce Bank 0.78% Add +1.1% 230,409 $122.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.14% Add +73.8% 230,288 $122.6M
ACR Alpine Capital Research, LLC 2.55% Reduce -49.9% 229,287 $122.1M
Sequoia Financial Advisors, LLC 0.94% Reduce -8.3% 227,315 $121.1M
Tocqueville Asset Management L.P. 1.98% Reduce -3.1% 226,634 $120.7M
Xponance LLC 1.16% Reduce -0.2% 225,265 $120.0M
Birch Hill Investment Advisors LLC 5.68% Reduce -3.1% 224,881 $119.8M
Daiwa Securities Group Inc. 0.50% Add +9.7% 220,888 $117.6M
Storebrand Asset Management As 0.38% Add +31.6% 219,274 $116.8M
Hendershot Investments Inc. 15.84% Reduce -0.2% 218,506 $116.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 1.13% Add +1.5% 219,891 $115.8M
Mutual of America Capital Management LLC 1.32% Reduce -2.8% 214,596 $114.3M
Cresset Asset Management, LLC 0.57% Reduce -3.1% 213,084 $113.5M
Wealthfront Advisers LLC 0.30% Add +25.7% 212,041 $112.9M
Dixon Mitchell Investment Counsel Inc. 5.06% Reduce -7.5% 210,311 $112.2M
Klingenstein Fields & Co. LP 4.74% Reduce -2.0% 209,407 $111.5M
USS Investment Management Ltd 0.84% No change 208,646 $111.3M
Whittier Trust Co. 1.55% Reduce -1.1% 208,658 $111.1M
Lido Advisors, LLC 0.66% Add +8.6% 208,547 $111.1M
Glenmede Trust Co. NA 0.59% Add +1.6% 206,333 $109.9M
MAI Capital Management 0.82% Reduce -0.3% 204,484 $108.9M
EP Wealth Advisors, LLC 0.87% New 204,449 $108.9M
Mutual Advisors, LLC 3.10% Reduce -1.7% 203,547 $108.1M
King Luther Capital Management Corp. 0.50% Add +0.4% 202,905 $108.1M
Avantax Advisory Services, Inc. 0.65% Add +12.1% 202,512 $107.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 1.29% Reduce -2.5% 202,159 $107.7M
Pacifica Capital Investments, LLC 38.17% Reduce -1.5% 201,826 $107.5M
Caxton Associates LLP 3.73% — 201,000 $107.0M
Oppenheimer & Co. Inc. 1.60% Add +1.6% 198,363 $105.6M
Staley Capital Advisers Inc. 4.71% Reduce -2.2% 195,279 $104.0M
Shapiro Capital Management LLC 4.28% Reduce -13.6% 195,102 $103.9M
Clear Street LLC 2.03% Reduce -16.3% 192,500 $102.5M
Carnegie Investment Counsel 2.42% Add +25.6% 204,620 $102.0M
JRM Investment Counsel, LLC 36.19% Reduce -0.1% 191,311 $101.9M
Mirae Asset Global Investments Co., Ltd. 0.41% Add +25.4% 191,931 $101.0M
SP Asset Management LLC 8.90% Add +0.4% 189,601 $101.0M
Waverly Advisors, LLC 1.23% Add +14.0% 189,493 $100.9M
Smead Capital Management, Inc. 1.73% Reduce -8.6% 189,065 $100.7M
Alpha Cubed Investments, LLC 4.46% Add +3.0% 187,570 $99.9M
Performance Wealth Partners, LLC 3.54% Add +2.8% 185,897 $99.0M
Janus Henderson Group PLC 0.05% Reduce -4.5% 188,151 $99.0M
Vident Advisory, LLC 1.45% Add +58.5% 185,746 $98.9M
Vanguard Personalized Indexing Management, LLC 1.46% Add +9.0% 185,291 $98.7M
Ieq Capital, LLC 0.78% Add +13.1% 184,403 $98.2M
Howland Capital Management LLC 4.35% Reduce -3.7% 183,089 $97.5M
Ingalls & Snyder LLC 3.20% Reduce -4.0% 181,358 $96.6M
Intelligent Financial Strategies 50.23% Add +0.3% 180,791 $96.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.98% Add +4.5% 180,544 $96.2M
Steward Partners Investment Advisory, LLC 0.85% Reduce -2.8% 180,008 $95.9M
Davis Asset Management, L.P. 3.99% No change 180,000 $95.9M
Financial Counselors Inc. 1.45% Reduce -1.3% 179,151 $95.4M
Chilton Investment Co. Inc. 2.32% Add +29.4% 178,718 $95.2M
Fairview Capital Investment Management, LLC 5.04% Add +0.4% 178,656 $95.1M
Archon Partners LLC 11.40% No change 176,800 $94.2M
Public Employees Retirement Association of Colorado 0.40% Reduce -0.3% 176,520 $94.0M
Kestra Private Wealth Services, LLC 1.57% Add +0.8% 176,178 $93.8M
Teewinot Capital Advisers, L.L.C. 9.59% Add +56.2% 176,098 $93.8M
Salem Investment Counselors Inc. 3.26% Reduce -0.8% 175,853 $93.7M
Clifford Swan Investment Counsel LLC 3.43% Reduce -0.6% 174,154 $92.8M
Iron Gate Global Advisors LLC 12.73% Add +2.2% 173,312 $92.3M
Smith Chas P & Associates Pa Cpas 5.34% Reduce -1.2% 172,503 $91.9M
Pangea Capital Gestao de Recursos Ltda. 76.34% Reduce -24.1% 171,928 $91.6M
Compagnie Lombard Odier SCmA 1.12% New 171,488 $91.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.19% Add +11.6% 168,301 $89.6M
Manitou Investment Management Ltd. 17.36% Add +4.5% 167,652 $89.3M
Canoe Financial LP 1.43% Reduce -1.1% 167,004 $88.9M
Miller Investment Management, LP 9.82% Reduce -0.8% 166,693 $88.8M
S&co Inc. 5.92% Reduce -0.0% 165,621 $88.2M
Jacobi Capital Management LLC 6.47% Reduce -1.6% 164,779 $87.8M
Ardent Capital Management, Inc. 37.96% Add +4.5% 164,695 $87.7M
Equitable Holdings, Inc. 0.83% Add +6.6% 164,094 $87.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.65% — 163,600 $87.1M
HB Wealth Management, LLC 0.73% Add +20.4% 163,173 $86.9M
Advisors Capital Management, LLC 1.35% Add +2.5% 162,989 $86.8M
Mraz, Amerine & Associates, Inc. 14.89% Reduce -1.0% 164,634 $86.6M
Nissay Asset Management Corp. /Japan 0.56% Add +1.7% 162,150 $86.4M
KBC Group NV 0.27% Reduce -36.5% 161,078 $85.8M
Badgley Phelps Wealth Managers, LLC 2.04% Reduce -0.2% 158,614 $84.5M
Prime Capital Investment Advisors, LLC 0.99% Add +30.8% 158,602 $84.5M
Segment Wealth Management, LLC 5.71% Add +4.7% 158,582 $84.5M
Edgemoor Investment Advisors, Inc. 7.82% Add +0.3% 158,475 $84.4M
Oregon Public Employees Retirement Fund 1.62% Add +0.4% 157,733 $84.0M
Chicago Partners Investment Group LLC 2.76% Reduce -0.5% 160,117 $83.0M
Woodline Partners LP 0.54% Add +40.7% 154,857 $82.5M
Roundview Capital LLC 5.86% Reduce -1.9% 152,583 $81.3M
Rakuten Investment Management, Inc. 0.37% — 153,679 $80.9M
Mediolanum International Funds Ltd 1.12% Add +45.8% 153,363 $80.7M
AEGON ASSET MANAGEMENT UK Plc 1.17% Reduce -4.5% 151,052 $80.6M
Moneta Group Investment Advisors LLC 1.10% Add +1.6% 150,229 $80.0M
UMB Bank, n.a. 1.32% Reduce -0.3% 150,071 $79.9M
Guyasuta Investment Advisors Inc. 5.21% Add +0.9% 149,532 $79.6M
Peapack Gladstone Financial Corp. 1.18% Reduce -5.9% 149,262 $79.5M
Los Angeles Capital Management LLC 0.35% Reduce -5.3% 147,972 $78.8M
Summit Financial, LLC 2.21% Add +250.7% 147,924 $78.8M
Allworth Financial LP 0.44% Add +0.5% 147,232 $78.3M
Mizuho Securities USA LLC 1.69% Reduce -15.5% 146,764 $78.2M
Private Management Group Inc. 2.78% Reduce -8.4% 146,430 $78.0M
St. James Investment Company, LLC 12.91% Reduce -1.6% 145,388 $77.4M
Hosking Partners LLP 3.27% Reduce -0.9% 145,281 $77.4M
Susquehanna International Group, LLP 0.13% Reduce -89.0% 144,973 $77.2M
Capital Advisors Inc. 1.53% Add +3.1% 144,763 $77.1M
Parsons Capital Management Inc. 4.21% Reduce -1.0% 144,619 $77.0M
Seizert Capital Partners, LLC 3.53% Add +0.1% 144,497 $77.0M
Confluence Investment Management LLC 1.11% Reduce -2.5% 144,171 $76.8M
Parthenon LLC 9.34% Reduce -2.7% 142,651 $76.0M
Sound Shore Management Inc 2.65% Reduce -10.5% 142,122 $75.7M
Founders Capital Management, LLC 14.02% Reduce -0.1% 141,766 $75.5M
Teachers Retirement System of the State of Kentucky 0.68% Add +4.2% 141,615 $75.4M
Skandinaviska Enskilda Banken AB (publ) 0.37% Reduce -0.9% 140,767 $75.0M
CENTRAL TRUST Co 1.84% Reduce -1.3% 140,855 $75.0M
Aquamarine Capital (Aquamarine Zurich) 25.50% No change 140,600 $74.9M
Baxter Bros Inc. 9.84% Reduce -1.6% 140,239 $74.7M
Capitolis Liquid Global Markets LLC 0.66% Add +71.8% 139,700 $74.4M
Greenleaf Trust 0.68% Reduce -0.2% 139,578 $74.3M
OP Asset Management Ltd 1.25% — 138,996 $74.0M
Northeast Investment Management 3.43% Reduce -0.7% 138,033 $73.5M
Schonfeld Strategic Advisors LLC 0.49% Add +1204.3% 137,658 $73.3M
Clearstead Advisors, LLC 1.14% Add +5.9% 137,503 $73.2M
Cullen/Frost Bankers, Inc. 1.01% Reduce -0.0% 136,006 $72.4M
Polar Capital Holdings Plc 0.44% Add +12.3% 135,916 $72.4M
Oppenheimer Asset Management Inc. 0.90% Reduce -31.6% 135,749 $72.3M
Lountzis Asset Management, LLC 27.15% Reduce -1.6% 135,371 $71.9M
Assetmark, Inc. 0.20% Add +11.1% 134,678 $71.7M
DJE Kapital AG 2.11% Add +37.4% 136,046 $71.3M
Mogy Joel R Investment Counsel Inc. 4.58% Reduce -1.6% 133,475 $71.1M
Vontobel Holding Ltd. 0.26% Reduce -3.0% 131,633 $70.1M
DDD Partners, LLC 8.47% Reduce -3.8% 130,906 $69.7M
AXA S.A. 0.23% Add +7.9% 129,775 $69.1M
CW Advisors, LLC 0.82% Add +102.5% 129,323 $68.7M
Elgethun Capital Management 15.23% Add +0.7% 128,021 $68.2M
&partners 0.72% Add +22.1% 129,098 $67.9M
Segall Bryant & Hamill, LLC 1.03% Reduce -9.1% 125,902 $67.1M
Heritage Wealth Advisors 3.39% Add +2.9% 125,555 $66.9M
Kentucky Retirement Systems 2.03% Reduce -0.7% 125,022 $66.6M
TrinityBridge Ltd 1.91% Add +2.7% 124,844 $66.6M
Federated Hermes, Inc. 0.14% Reduce -15.4% 124,452 $66.3M
Trust Co. of Vermont 3.27% Reduce -0.0% 123,178 $65.6M
Thomasville National Bank 4.80% Add +1.0% 123,171 $65.6M
SouthState Bank Corp 3.00% Add +10.3% 123,035 $65.5M
Avior Wealth Management, LLC 2.49% Reduce -2.8% 122,971 $65.5M
Welch & Forbes LLC 0.86% Reduce -1.3% 122,846 $65.4M
Busey Bank 2.20% Add +1.9% 122,718 $65.4M
GoodHaven Capital Management, LLC 22.40% Reduce -3.0% 122,419 $65.2M
South Dakota Investment Council 1.33% Add +0.4% 122,069 $65.0M
First Foundation Advisors 2.65% Reduce -7.7% 122,055 $65.0M
Cutter & CO Brokerage, Inc. 15.37% Reduce -9.3% 122,013 $65.0M
Stack Financial Management, Inc 5.39% Reduce -1.2% 121,496 $64.7M
Allen Investment Management, LLC 0.75% Add +0.2% 121,200 $64.5M
Schwarz Dygos Wheeler Investment Advisors LLC 15.36% Add +1.4% 121,178 $64.5M
Atria Wealth Solutions, Inc. 0.78% Reduce -15.0% 121,124 $64.5M
Fiduciary Trust Co 0.83% Reduce -2.9% 119,516 $63.7M
LGT Group Foundation 0.88% Add +29.1% 119,469 $63.6M
Lafayette Investments, Inc. 13.38% Reduce -1.4% 118,768 $63.3M
NEOS Investment Management LLC 1.20% Add +23.4% 118,574 $63.2M
Valeo Financial Advisors, LLC 1.75% Add +0.5% 296,082 $62.7M
Silvercrest Asset Management Group LLC 0.45% Add +0.7% 117,349 $62.5M
Am Investment Strategies LLC 15.10% Reduce -89.7% 116,865 $62.2M
St Germain D J Co. Inc. 2.91% Reduce -2.1% 116,415 $62.0M
Florida Trust Wealth Management Co 2.01% Reduce -1.7% 116,201 $61.9M
Swiss Life Asset Management Ltd 0.45% Add +48.9% 115,378 $61.4M
New Capital Management LP 17.59% Add +7.5% 115,090 $61.3M
Cook & Bynum Capital Management, LLC 47.78% No change 114,960 $61.2M
River Road Asset Management, LLC 0.83% Reduce -12.5% 114,700 $61.1M
Avenir Corp. 6.36% Reduce -0.8% 113,837 $60.6M
Marex Group Ltd 1.16% Reduce -45.4% 113,581 $60.5M
Asset Management Advisors, LLC 40.87% Reduce -0.1% 112,647 $60.0M
Illinois Municipal Retirement Fund 0.87% Reduce -11.2% 112,204 $59.8M
Hartford Investment Management Co. 2.07% Reduce -1.2% 111,854 $59.6M
Chemistry Wealth Management LLC 13.84% Reduce -0.8% 111,709 $59.5M
GenTrust, LLC 2.85% Reduce -0.0% 111,438 $59.3M
Main Street Research LLC 3.88% Add +1.8% 111,420 $59.3M
Academy Capital Management 10.21% Reduce -1.1% 111,085 $59.2M
Pinnacle Associates Ltd. 0.87% Add +2.4% 110,898 $59.1M
Wittenberg Investment Management, Inc. 26.77% Reduce -12.4% 110,713 $59.0M
Whittier Trust Co. of Nevada Inc. 1.49% Add +2.8% 110,610 $58.9M
Moody LYNN Lieberson & Walker, LLC 3.77% Add +0.0% 110,337 $58.8M
Culbertson A N & Co. Inc. 9.34% Add +0.4% 109,820 $58.5M
Citadel Investment Advisory, Inc. 28.61% Reduce -0.1% 109,270 $58.2M
ASR Vermogensbeheer N.V. 0.85% — 108,331 $57.7M
Norman Fields, Gottscho Capital Management, LLC 19.40% Reduce -1.0% 107,790 $57.4M
Tudor Investment Corporation 0.51% Add +595.8% 107,686 $57.4M
Sfmg, LLC 4.49% Add +5.7% 106,863 $56.9M
Portland Investment Counsel Inc. 17.22% Reduce -0.4% 106,458 $56.7M
Townsquare Capital LLC 0.60% Add +23.9% 106,349 $56.6M
Cohen Klingenstein LLC 2.04% No change 105,934 $56.4M
JFS Wealth Advisors, LLC 3.82% Reduce -0.6% 105,880 $56.4M
Harvey Investment Co. LLC 6.26% Reduce -1.6% 105,865 $56.4M
Glenview Trust Co 1.09% Add +36.8% 105,747 $56.3M
Choreo, LLC 0.87% Reduce -1.9% 105,220 $56.0M
Orion Porfolio Solutions, LLC 0.55% Add +5.1% 104,638 $55.7M
Orion Portfolio Solutions, LLC 0.55% Add +5.1% 104,638 $55.7M
Saybrook Capital 15.03% Reduce -1.5% 102,232 $54.4M
Grandfield & Dodd, LLC 3.37% Reduce -0.6% 102,038 $54.3M
Martingale Asset Management L P 1.38% Reduce -9.7% 101,921 $54.3M
Motley Fool Asset Management LLC 3.00% Add +1.2% 100,395 $53.5M
Ironvine Capital Partners, LLC 5.79% Reduce -3.4% 100,177 $53.4M
Allen Capital Group, LLC 6.11% Add +3.2% 100,055 $53.3M
Ancora Advisors LLC 1.19% Reduce -0.7% 100,019 $53.3M
Farmers & Merchants Investments Inc. 1.69% Reduce -1.0% 99,890 $53.2M
Modera Wealth Management, LLC 0.72% Reduce -0.4% 99,457 $53.0M
J.W. Cole Advisors, Inc. 1.64% Add +86.2% 99,252 $52.9M
Exencial Wealth Advisors, LLC 1.96% Add +0.4% 99,146 $52.8M
SG Americas Securities, LLC 0.18% Add +410.5% 98,985 $52.7M
Burgundy Asset Management Ltd. 0.55% Reduce -6.7% 98,781 $52.6M
Louisiana State Employees Retirement System 1.04% No change 98,600 $52.5M
Smith Salley Wealth Management 3.43% Add +0.3% 98,211 $52.3M
CapWealth Advisors, LLC 5.66% Add +0.8% 97,874 $52.1M
Foundation Resource Management Inc. 8.21% Reduce -2.7% 97,773 $52.1M
Front Street Capital Management, Inc. 9.90% Add +10.4% 98,446 $51.9M
Union Bancaire Privee, UBP SA 1.02% Add +12.3% 98,271 $51.9M
Cullen Investment Group, LTD. 7.87% Reduce -1.7% 97,442 $51.9M
Securian Asset Management, Inc. 1.57% Reduce -1.4% 97,141 $51.7M
Pacer Advisors, Inc. 0.13% Reduce -43.0% 97,096 $51.7M
Independent Advisor Alliance 1.71% Add +4.2% 97,063 $51.7M
Defender Capital, LLC. 20.37% Reduce -6.4% 97,112 $51.7M
Sandy Spring Bank 2.17% Add +3.8% 96,940 $51.6M
Gotham Asset Management 0.43% Add +22.9% 96,845 $51.6M
Solitude Financial Services 19.87% Add +6.8% 96,065 $51.2M
Templeton & Phillips Capital Management, LLC 36.79% Reduce -0.1% 96,005 $51.1M
Dakota Wealth Management 1.20% Add +32.3% 95,880 $51.1M
Locust Wood Capital Advisers, LLC 1.78% Add +28.6% 95,798 $51.0M
Claret Asset Management Corp 10.11% New 95,662 $50.9M
Matthew Goff Investment Advisor, LLC 9.35% Reduce -0.5% 95,162 $50.7M
Avalon Trust Co 4.02% Reduce -4.4% 94,972 $50.6M
B. Metzler seel. Sohn & Co. AG 0.52% Add +12.1% 94,780 $50.5M
UniSuper Management Pty Ltd 0.37% Add +7.4% 94,334 $50.2M
Norris Perne & French LLP 3.79% Reduce -1.8% 94,263 $50.2M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2.03% Add +0.2% 93,797 $50.0M
Philadelphia Trust Co. 4.27% Reduce -13.2% 93,731 $49.9M
First Nebraska Trust Co 4.93% Reduce -0.3% 93,699 $49.9M
Lincoln Capital LLC 10.40% Add +0.9% 95,617 $49.8M
Wolverine Trading, LLC 1.58% Add +411.9% 94,545 $49.8M
Agf Management Ltd. 0.26% Reduce -9.1% 93,349 $49.7M
Western Wealth Management, LLC 3.29% Reduce -6.1% 93,198 $49.6M
MassMutual Private Wealth & Trust, FSB 1.42% Add +0.4% 92,197 $49.1M
Cobblestone Capital Advisors LLC 2.68% Add +5.1% 91,839 $48.9M
Beck Mack & Oliver LLC 0.97% Reduce -21.6% 91,521 $48.7M
Man Group plc 0.15% Add +93.2% 91,521 $48.7M
Ostrum Asset Management 2.56% Add +824.5% 91,256 $48.6M
Merit Financial Group, LLC 0.73% Add +10.1% 90,837 $48.4M
One Charles Private Wealth Services, LLC 15.63% Add +5.8% 90,677 $48.3M
Regions Financial Corp. 0.36% Reduce -5.5% 90,548 $48.2M
Associated Banc-Corp 1.47% Reduce -0.9% 90,397 $48.1M
Bokf, NA 0.85% Reduce -5.0% 90,112 $48.0M
Tweedy, Browne Co LLC 4.25% Reduce -10.4% 89,970 $47.9M
Fulton Breakefield Broenniman LLC 3.43% Reduce -1.0% 89,162 $47.5M
Greenbrier Partners Capital Management, LLC 3.70% No change 88,812 $47.3M
Lazard Asset Management LLC 0.08% Reduce -2.1% 88,772 $47.3M
Johnson Investment Counsel Inc. 0.45% Add +1.7% 88,328 $47.0M
Norinchukin Bank, The 0.86% Add +14.1% 88,243 $47.0M
American Financial Advisors, LLC 6.70% Reduce -2.1% 86,652 $46.1M
Integrated Wealth Concepts LLC 0.54% Add +7.4% 86,226 $45.9M
Ervin Investment Management, LLC 30.93% Reduce -1.5% 86,046 $45.8M
Maryland State Retirement & Pension System 1.09% Reduce -13.2% 85,801 $45.7M
New Mexico Educational Retirement Board 1.64% Reduce -1.9% 85,657 $45.6M
Apollon Wealth Management, LLC 1.00% Add +10.7% 85,539 $45.6M
Metis Global Partners, LLC 1.28% Add +9.5% 85,516 $45.5M
Lee Financial Co 6.96% Reduce -1.7% 85,510 $45.5M
Cooke & Bieler LP 0.45% Reduce -44.6% 85,285 $45.4M
Baskin Financial Services Inc. 3.69% Reduce -0.1% 85,248 $45.4M
Rwa Wealth Partners, LLC 0.57% Reduce -12.8% 84,269 $44.9M
Private Wealth Partners, LLC 3.71% Reduce -0.6% 83,987 $44.7M
GAMCO Investors 0.49% Reduce -3.9% 83,570 $44.5M
Freestone Capital Holdings, LLC 1.66% Add +0.4% 83,029 $44.2M
True North Advisors, LLC 7.83% Reduce -4.6% 82,982 $44.2M
Aptus Capital Advisors, LLC 0.50% Reduce -28.5% 82,764 $44.1M
Cornerstone Advisors, LLC 1.89% No change 82,500 $43.9M
Wharton Business Group, LLC 1.98% Reduce -0.1% 82,370 $43.9M
Stock Yards Bank & Trust Co. 1.55% Reduce -18.3% 81,788 $43.6M
Texas Yale Capital Corp. 1.79% Add +0.3% 81,776 $43.6M
Daiichi Life Insurance Co., Ltd. 1.27% Reduce -3.3% 81,575 $43.4M
Jacobs Levy Equity Management, Inc. 0.17% Add +62.1% 81,373 $43.3M
Generate Investment Management Ltd 3.03% Reduce -2.5% 81,137 $43.2M
Envestnet Portfolio Solutions, Inc. 0.16% Reduce -16.5% 80,936 $43.1M
Red Door Wealth Management, LLC 6.37% Add +1.7% 80,865 $43.1M
Wilmington Savings Fund Society, FSB 0.80% Reduce -11.3% 80,698 $43.0M
Adams Diversified Equity Fund, Inc. 1.70% Reduce -3.3% 80,343 $42.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.11% Reduce -6.0% 79,946 $42.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.43% Add +1.1% 79,427 $42.3M
Graves Light Lenhart Wealth, Inc. 5.19% Reduce -2.0% 79,454 $42.3M
Reik & Co., LLC 9.84% Reduce -0.2% 79,356 $42.3M
BNP Paribas 1.75% Reduce -5.2% 79,236 $42.2M
BI Asset Management Fondsmaeglerselskab A/S 0.48% Reduce -51.1% 79,261 $42.2M
Boston Trust Walden Corp 0.31% Reduce -0.6% 79,197 $42.2M
Worldquant Millennium Advisors LLC 0.26% Reduce -59.4% 78,586 $41.9M
Cadinha & Co. LLC 8.99% Reduce -0.7% 78,543 $41.8M
Braun Stacey Associates Inc. 1.70% Add +2.5% 78,220 $41.7M
Spinnaker Trust 2.72% Reduce -6.0% 78,187 $41.6M
Washington Trust Advisors, Inc. 3.69% Reduce -5.8% 78,132 $41.6M
Mill Capital Management, LLC 3.32% Add +2.1% 77,818 $41.4M
Parallel Advisors, LLC 0.94% Add +0.5% 77,805 $41.4M
Lazard Freres Gestion S.A.S. 1.01% Add +16.7% 77,753 $41.4M
Bank Pictet & Cie (Europe) AG 0.99% Add +0.8% 77,618 $41.3M
NFJ Investment Group, LLC 1.38% Add +115.0% 77,057 $41.0M
Painted Porch Advisors LLC 17.03% Reduce -0.2% 76,399 $40.7M
Gulf International Bank (UK) Ltd 1.40% Reduce -26.1% 76,352 $40.7M
Mar Vista Investment Partners LLC 3.34% Reduce -16.0% 76,295 $40.6M
YHB Investment Advisors, Inc. 3.39% Add +1.0% 76,170 $40.6M
NWF Advisory Services Inc. 5.69% Reduce -5.2% 76,015 $40.5M
First Citizens Bank & Trust Co. 1.03% Reduce -2.9% 75,803 $40.4M
Destination Wealth Management 1.27% Reduce -1.2% 75,559 $40.2M
Crossmark Global Holdings, Inc. 0.71% Add +5.5% 75,182 $40.0M
PYA Waltman Capital, LLC 12.54% Add +0.1% 74,875 $39.9M
WealthPLAN Partners, LLC 5.62% Reduce -0.5% 74,819 $39.8M
Kanawha Capital Management LLC 3.09% Add +0.2% 74,799 $39.8M
Lawson Kroeker Investment Management Inc. 7.34% Add +0.2% 74,568 $39.7M
D'Orazio & Associates, Inc. 6.04% Reduce -0.1% 74,440 $39.6M
Concurrent Investment Advisors, LLC 0.96% Add +24.1% 74,171 $39.5M
Edmond DE Rothschild Holding S.A. 0.70% Add +0.7% 74,112 $39.5M
Composition Wealth, LLC 0.79% Add +0.6% 73,957 $39.4M
Tower Research Capital LLC (TRC) 1.17% Reduce -42.0% 74,561 $39.3M
CWA Asset Management Group, LLC 1.88% Add +1.6% 73,683 $39.2M
Stratos Wealth Partners, LTD. 0.60% Reduce -10.6% 73,603 $39.2M
White Pine Investment CO 10.55% Reduce -1.9% 73,584 $39.2M
Meridian Wealth Management, LLC 1.90% Add +1.3% 73,476 $39.1M
Hutchinson Capital Management 7.45% Reduce -1.4% 73,360 $39.1M
OMERS ADMINISTRATION Corp 0.34% Reduce -2.7% 73,314 $39.0M
Eubel Brady & Suttman Asset Management Inc. 5.59% Reduce -9.7% 73,262 $39.0M
Magellan Asset Management Ltd 0.47% Reduce -6.4% 73,130 $38.9M
Rockland Trust Co. 1.95% Reduce -3.9% 72,715 $38.7M
Arthur M. Cohen & Associates, LLC 7.43% Reduce -4.0% 72,682 $38.7M
Strata Wealth Advisors, LLC 12.03% Reduce -7.6% 72,667 $38.7M
Whitegate Investment Counselors, Inc. 13.67% Reduce -6.8% 72,297 $38.5M
Alaska Permanent Fund Corp 0.54% No change 72,068 $38.4M
Brandes Investment Partners, LP 0.39% Reduce -1.0% 72,014 $38.4M
DHK Financial Advisors, Inc. 20.87% Add +0.3% 71,436 $38.0M
Gradient Investments LLC 0.76% Add +7.2% 71,199 $37.9M
Nations Financial Group Inc, /Ia/ 2.88% Add +2.5% 70,899 $37.8M
Signaturefd, LLC 0.71% Add +2.0% 70,767 $37.7M
Meitav Investment House Ltd. 0.69% Add +1.3% 70,803 $37.7M
United Community Bank 13.98% Reduce -0.1% 70,459 $37.5M
W1M Investment Management Ltd 0.58% Reduce -0.0% 70,167 $37.4M
LGT Fund Management Co Ltd. 3.35% Reduce -1.4% 69,469 $37.0M
Baker Ellis Asset Management LLC 5.30% Add +2.6% 68,934 $36.7M
Choate Investment Advisors 0.90% Reduce -2.1% 68,235 $36.3M
Transcend Capital Advisors, LLC 2.61% Add +190.5% 68,091 $36.3M
Rbo & Co. LLC 5.77% Reduce -1.7% 67,910 $36.2M
Arkfeld Wealth Strategies, L.L.C. 15.63% Add +0.7% 69,161 $36.1M
Nichols & Pratt Advisers LLP 2.44% Reduce -1.6% 67,154 $35.8M
Schaper Benz & Wise Investment Counsel Inc. 2.90% Reduce -0.4% 67,015 $35.7M
Live Oak Private Wealth LLC 5.74% Reduce -1.2% 66,461 $35.4M
Gabelli Funds LLC 0.27% Add +2.3% 66,430 $35.4M
Sapient Capital LLC 0.69% Add +2.5% 66,149 $35.2M
Shell Asset Management Co. 1.67% Add +10.4% 66,143 $35.2M
ProVise Management Group, LLC 2.97% Add +1.2% 65,819 $35.1M
Wealthspire Advisors, LLC 0.21% Add +3.5% 65,729 $35.0M
Ferguson Wellman Capital Management, Inc. 0.68% Add +0.3% 65,323 $34.8M
Pinnacle Financial Partners Inc 0.70% Add +1.7% 68,570 $34.7M
Security National Bank 6.55% Reduce -1.1% 65,056 $34.6M
Diversified Trust Co. 0.85% Add +11.7% 64,893 $34.6M
Fisher Funds Management LTD 0.84% No change 64,785 $34.5M
Prospector Partners LLC 3.99% No change 64,810 $34.5M
Stephens Inc. 0.51% Reduce -6.5% 64,688 $34.5M
Country Club Bank 2.32% Reduce -0.2% 65,438 $34.4M
Becker Capital Management Inc. 1.13% Reduce -0.4% 64,516 $34.4M
American National Bank & Trust 3.81% Reduce -0.9% 64,507 $34.4M
OneAscent Financial Services LLC 2.24% Add +101.6% 64,490 $34.4M
Bryn Mawr Trust Advisors, LLC 2.06% Reduce -4.9% 64,428 $34.3M
Aspiriant, LLC 1.19% Reduce -1.8% 64,299 $34.2M
Constant Guidance Financial LLC 43.05% Reduce -15.0% 64,259 $34.2M
Elo Mutual Pension Insurance Co 0.76% Reduce -47.3% 63,797 $34.0M
Alta Capital Management LLC/ 2.20% Add +19.0% 63,629 $33.9M
LMCG Investments, LLC 2.24% Reduce -4.6% 63,509 $33.8M
Rothschild Investment LLC 2.26% Reduce -2.0% 63,473 $33.8M
Park Avenue Securities LLC 0.42% Add +5.5% 63,408 $33.8M
DE Burlo Group Inc. 4.99% Add +0.6% 63,400 $33.8M
Insigneo Advisory Services, LLC 3.47% Add +10.7% 63,054 $33.6M
Caprock Group, LLC 1.02% Add +5.2% 63,047 $33.6M
Nomura Holdings Inc. 0.18% Reduce -41.1% 62,700 $33.4M
Focus Financial Network, Inc. 1.36% Add +2.4% 62,389 $33.2M
Pecaut & Co. 11.32% Reduce -4.9% 62,387 $33.2M
FJ Investments, LLC 2.98% No change 62,288 $33.2M
Harbor Investment Advisory, LLC 3.22% Add +0.3% 232,360 $33.1M
Marsico Capital Management LLC 1.13% Add +3853.1% 61,984 $33.0M
Atria Investments, Inc 0.42% Reduce -14.6% 61,845 $32.9M
Steginsky Capital LLC 7.36% Reduce -3.5% 61,807 $32.9M
Cary Street Partners Financial LLC 1.03% Add +6.3% 61,433 $32.7M
Shufro Rose & Co. LLC 2.58% Reduce -2.7% 60,932 $32.5M
First National Trust Co 1.30% Reduce -8.7% 60,682 $32.3M
Zuckerman Investment Group, LLC 3.45% Reduce -4.8% 60,390 $32.2M
Coldstream Capital Management Inc. 0.68% Add +6.7% 60,174 $32.0M
Sigma Planning Corp 1.02% Add +2.5% 60,089 $32.0M
B. Riley Wealth Advisors, Inc. 0.97% Add +11.5% 59,935 $31.9M
Beaumont Financial Advisors, LLC 2.49% Add +3.3% 59,719 $31.8M
Hendley & Co. Inc. 11.10% Reduce -0.4% 59,609 $31.7M
Carret Asset Management, LLC 3.58% Reduce -0.2% 59,548 $31.7M
Boston Family Office LLC 2.24% Reduce -2.6% 59,517 $31.7M
Advisory Services Network, LLC 0.61% Reduce -1.7% 59,440 $31.7M
Nicolet Advisory Services, LLC 3.13% Add +6.1% 61,230 $31.6M
Sierra Capital LLC 3.78% Add +11.3% 58,990 $31.4M
Sittner & Nelson, LLC 13.39% Reduce -1.1% 58,927 $31.4M
OneDigital Investment Advisors LLC 0.37% Add +1.3% 58,906 $31.4M
Valmark Advisers, Inc. 0.47% Add +9.9% 58,787 $31.3M
Violich Capital Management, Inc. 4.21% Add +0.6% 58,627 $31.2M
Capital Investment Advisors, LLC 0.61% Add +11.9% 58,603 $31.2M
Greenwood Gearhart LLC 2.16% Add +4.7% 58,542 $31.2M
Allianz SE 0.83% Add +14.8% 58,452 $31.1M
Callahan Advisors, LLC 2.96% Reduce -3.8% 58,408 $31.1M
Poehling Capital Management, INC. 7.87% Reduce -4.8% 58,373 $31.1M
Clear Harbor Asset Management, LLC 2.46% Add +2.1% 58,300 $31.0M
Northwestern Mutual Investment Management Company, LLC 0.49% Add +0.2% 58,297 $31.0M
WoodTrust Financial Corp 4.31% Add +0.6% 57,739 $30.8M
Westchester Capital Management, Inc. 7.64% Reduce -0.9% 57,666 $30.7M
Beese Fulmer Investment Management, Inc. 2.64% Reduce -1.0% 57,579 $30.7M
Robertson Stephens Wealth Management, LLC 1.15% Add +3.8% 57,553 $30.7M
Foster Dykema Cabot & Partners, LLC 2.45% Reduce -0.5% 57,422 $30.6M
Bleakley Financial Group, LLC 0.98% Add +5.3% 57,355 $30.5M
Private Wealth Asset Management, LLC 4.39% — 57,338 $30.5M
Truvestments Capital LLC 6.62% Add +7.2% 57,261 $30.5M
Purkiss Capital Advisors LLC 23.00% Add +1.4% 57,196 $30.5M
Cabot Wealth Management Inc. 3.87% Reduce -2.2% 57,103 $30.4M
Baltimore-Washington Financial Advisors, Inc. 1.63% Add +4.0% 57,017 $30.4M
Massachusetts Financial Services Co. 0.01% Add +39.8% 56,224 $29.9M
Farther Finance Advisors, LLC 0.76% Add +29.2% 56,127 $29.9M
Unconventional Investor, LLC 17.65% Add +0.2% 56,069 $29.9M
HighPoint Advisor Group LLC 1.74% Add +11.3% 55,790 $29.8M
Integrity Alliance, Llc. 1.18% Add +200.5% 55,856 $29.7M
Chicago Capital, LLC 0.84% Add +0.3% 55,728 $29.7M
Sowell Financial Services LLC 1.35% Reduce -0.9% 55,673 $29.7M
Fiduciary Alliance LLC 2.91% Add +3.6% 55,609 $29.6M
Accredited Investors Inc. 1.83% Reduce -4.0% 55,477 $29.5M
Burney Co./ 1.07% Reduce -0.3% 55,302 $29.5M
Nearwater Capital Markets, Ltd 0.84% Reduce -49.4% 55,302 $29.5M
Nwam LLC 2.53% Reduce -0.5% 55,272 $29.4M
Perigon Wealth Management, LLC 0.75% Reduce -3.8% 54,905 $29.2M
BLB&B Advisors, LLC 1.49% Add +7.5% 54,870 $29.2M
Fiduciary Group, LLC 2.92% Reduce -0.4% 54,760 $29.2M
HRT Financial LP 0.18% New 54,509 $29.0M
Roberts Glore & Co. Inc. 8.84% Reduce -5.6% 54,413 $29.0M
Knights of Columbus Asset Advisors LLC 1.99% Add +0.1% 54,305 $28.9M
Professional Advisory Services Inc. 3.64% Reduce -13.6% 54,236 $28.9M
Banco Santander, S.A. 0.32% Add +48.7% 54,012 $28.8M
Elkhorn Partners Limited Partnership 18.78% Reduce -2.5% 53,800 $28.7M
Thompson Siegel & Walmsley LLC 0.48% Reduce -15.6% 53,555 $28.5M
WealthPlan Investment Management, LLC 2.81% Reduce -1.8% 53,531 $28.5M
Menlo Advisors LLC 13.55% Reduce -16.9% 53,512 $28.5M
Generali Asset Management SPA SGR 0.70% Add +7.7% 53,411 $28.4M
Shelton Capital Management 0.68% Add +0.2% 53,279 $28.4M
Kentucky Retirement Systems Insurance Trust Fund 2.03% Reduce -16.5% 53,250 $28.4M
Progeny 3, Inc. 1.95% No change 53,239 $28.4M
GHP Investment Advisors, Inc. 1.36% Reduce -0.5% 53,219 $28.3M
RMR Capital Management, LLC 20.45% Reduce -0.7% 53,218 $28.3M
Mawer Investment Management Ltd. 0.14% Add +6990.1% 53,176 $28.3M
Wedbush Securities Inc. 1.04% Add +2.9% 52,984 $28.2M
PGGM Investments 0.38% Add +4.0% 52,874 $28.2M
Hunter Perkins Capital Management, LLC 6.55% Reduce -0.6% 52,764 $28.1M
Novare Capital Management LLC 2.45% Reduce -2.8% 52,718 $28.1M
Curi Capital, LLC 0.69% Add +21.9% 52,382 $27.9M
Thoroughbred Financial Services, LLC 1.74% Add +5.0% 52,334 $27.9M
Geneos Wealth Management Inc. 0.93% Add +6.5% 52,112 $27.8M
CreativeOne Wealth, LLC 0.83% Add +11.8% 51,955 $27.7M
Savant Capital, LLC 0.23% Reduce -16.9% 51,657 $27.5M
Henshaw Capital LLC 1.21% No change 51,650 $27.5M
Bradyco, Inc. 20.83% Reduce -9.4% 51,507 $27.4M
Georgetown University 10.97% Reduce -10.0% 51,454 $27.4M
Kathleen S. Wright Associates Inc. 11.33% Reduce -1.0% 51,472 $27.4M
Satovsky Asset Management LLC 6.10% Reduce -1.6% 51,663 $27.3M
Eagle Capital Management LLC 0.10% Add +0.3% 50,946 $27.1M
Pallas Capital Advisors LLC 1.12% Add +1.3% 50,815 $27.1M
ABN AMRO Bank N.V. 0.37% Add +3.5% 50,873 $27.1M
Empirical Finance, LLC 1.63% Add +1.5% 50,783 $27.0M
Pioneer Trust Bank N A 7.13% Reduce -2.3% 50,760 $27.0M
Stephenson & Company, Inc. 17.50% Add +0.2% 50,564 $26.9M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 5.55% Add +69.7% 50,517 $26.9M
Ramsay, Stattman, Vela & Price, Inc. 5.11% Reduce -0.4% 50,474 $26.9M
J. L. Bainbridge & Co., Inc. 2.73% Reduce -25.2% 50,458 $26.9M
Snowden Capital Advisors LLC 0.87% Add +2.0% 50,421 $26.9M
WP Advisors, LLC 8.94% Reduce -0.3% 50,397 $26.8M
Anchor Capital Advisors LLC 0.80% Reduce -4.9% 50,293 $26.8M
World Investment Advisors 0.70% Add +7.7% 50,208 $26.7M
Mirador Capital Partners LP 4.67% Add +1.8% 50,034 $26.6M
Greenline Partners, LLC 3.85% Add +3.7% 50,029 $26.6M
Avity Investment Management Inc. 2.15% Reduce -8.0% 49,965 $26.6M
Argent Trust Co 1.09% Reduce -0.5% 49,913 $26.6M
BTG Pactual Asset Management US LLC 3.44% Reduce -30.4% 49,821 $26.5M
Focus Partners Advisor Solutions, LLC 0.40% Add +5.3% 49,706 $26.5M
Longbow Finance SA 3.16% Add +9.4% 49,593 $26.4M
Ycg, LLC 2.06% Reduce -16.9% 49,515 $26.4M
Empowered Funds, LLC 0.37% Add +11.3% 49,433 $26.3M
Lockheed Martin Investment Management Co. 1.07% Reduce -30.0% 49,300 $26.3M
Synovus Financial Corp. 0.34% Reduce -0.1% 49,022 $26.1M
Sculati Wealth Management, LLC 10.56% Reduce -2.1% 49,006 $26.1M
Ridgewood Investments LLC 12.16% Add +0.0% 48,916 $26.1M
Fairholme Capital Management 2.14% No change 48,717 $25.9M
CenterBook Partners LP 1.65% Reduce -33.6% 48,552 $25.9M
Franklin Street Advisors Inc. 1.83% Reduce -1.4% 48,509 $25.8M
Sprucegrove Investment Management Ltd. 2.78% Reduce -36.0% 48,499 $25.8M
IFP Advisors, Inc 0.80% Reduce -1.5% 48,405 $25.8M
Suncoast Equity Management 2.91% Add +1.7% 48,360 $25.8M
Daymark Wealth Partners, LLC 1.10% Add +1.5% 48,090 $25.6M
QVT Financial LP 2.62% No change 47,946 $25.5M
Park National Corp. 0.94% Add +4.0% 47,940 $25.5M
Investment Management Corp of Ontario 0.52% Reduce -26.6% 47,889 $25.5M
Beacon Financial Group 2.76% Reduce -0.0% 47,429 $25.3M
FineMark National Bank & Trust 0.92% Add +0.1% 47,242 $25.2M
Great Valley Advisor Group, Inc. 0.54% Reduce -0.9% 47,231 $25.2M
Bahl & Gaynor LLC 0.13% Reduce -1.4% 47,174 $25.1M
Neville Rodie & Shaw Inc. 1.96% Reduce -0.9% 47,031 $25.0M
Natixis 0.15% Reduce -59.1% 47,243 $25.0M
Account Management LLC 27.57% No change 47,020 $25.0M
Belpointe Asset Management LLC 1.30% Reduce -1.0% 46,882 $25.0M
Trajan Wealth LLC 1.35% Add +8.9% 46,539 $24.8M
Borer Denton & Associates, Inc. 8.75% Reduce -3.2% 46,473 $24.8M
AG2R La Mondiale Gestion D'actifs 1.34% — 49,003 $24.7M
Wills Financial Group LLC 10.89% — 46,101 $24.6M
Two Sigma Advisers, LP 0.06% Reduce -0.2% 46,000 $24.5M
Cim, LLC 3.64% Reduce -2.5% 45,961 $24.5M
Quadrant Capital Group LLC 0.90% Add +104.6% 45,683 $24.3M
Metropolis Capital Ltd 0.90% Reduce -79.2% 45,643 $24.3M
W.G. Shaheen & Associates DBA Whitney & Co 2.58% Add +1.6% 45,639 $24.3M
Hamilton Capital Partners Inc. 1.55% Add +0.2% 45,428 $24.2M
Allstate Corp. 0.71% Add +15.4% 45,402 $24.2M
one8zero8, LLC 5.68% Add +0.2% 45,175 $24.1M
CI Investments Inc. 0.10% Reduce -7.6% 45,141 $24.0M
N.E.W. Advisory Services LLC 1.84% Add +14.2% 45,120 $24.0M
Pekin Hardy Strauss, Inc. 2.92% Reduce -2.9% 44,972 $24.0M
Harbour Trust & Investment Management Co 2.89% Reduce -2.2% 44,892 $23.9M
Tennessee Valley Asset Management Partners 3.88% Add +3.8% 44,714 $23.8M
Absher Wealth Management, LLC 3.12% Reduce -11.3% 44,710 $23.8M
U.S. Capital Wealth Advisors, LLC 0.73% Add +5.3% 44,666 $23.8M
Rehmann Capital Advisory Group 1.49% Add +1.2% 44,581 $23.7M
SVB Wealth LLC 0.97% Add +0.9% 44,546 $23.7M
White Knight Strategic Wealth Advisors, LLC 21.80% Reduce -50.2% 44,446 $23.7M
RB Capital Management, LLC 5.99% Reduce -1.1% 44,225 $23.6M
Beacon Financial Planning, Inc. 13.39% Reduce -2.5% 43,744 $23.3M
First National Bank of Omaha 1.59% Reduce -2.4% 43,613 $23.2M
Horizon Kinetics Asset Management LLC 0.26% Reduce -1.1% 43,121 $23.0M
Banyan Capital Management, Inc. 12.94% Reduce -1.6% 43,007 $22.9M
Financial Security Advisor, Inc. 5.81% Add +1.8% 42,980 $22.9M
Modern Wealth Management, LLC 0.73% Reduce -1.5% 42,964 $22.9M
Ritholtz Wealth Management 0.68% Add +4.8% 42,919 $22.9M
Aldebaran Capital, LLC 21.63% Reduce -0.7% 42,862 $22.8M
Kingsview Wealth Management, LLC 0.43% Reduce -7.9% 42,826 $22.8M
NorthRock Partners, LLC 0.77% Add +2.8% 42,811 $22.8M
Haverford Trust Co 0.23% Add +0.7% 42,722 $22.8M
Bard Financial Services, Inc. 2.78% Reduce -3.1% 42,690 $22.7M
TLW Wealth Management, LLC 13.64% Add +0.4% 42,667 $22.7M
Ethic Inc. 0.46% Add +29.6% 42,630 $22.7M
Motley Fool Wealth Management, LLC 1.34% Reduce -10.2% 42,627 $22.7M
Cornerstone Advisory, LLC 2.65% Reduce -0.2% 44,236 $22.7M
Peak Planning Group, LLC 9.53% Add +10.3% 42,534 $22.7M
Community Trust & Investment Co. 1.45% Reduce -17.9% 42,467 $22.6M
Hudson Value Partners, LLC 8.49% Add +1.1% 42,416 $22.6M
Vinva Investment Management Ltd 0.90% Add +49.6% 42,860 $22.6M
Weik Capital Management 9.18% Reduce -4.8% 42,343 $22.6M
Prospera Financial Services Inc 0.52% Add +4.5% 42,308 $22.5M
Intech Investment Management LLC 0.23% Reduce -2.9% 42,187 $22.5M
Burns J W & Co. Inc. 2.91% Reduce -0.2% 42,116 $22.4M
Brighton Jones LLC 0.72% Add +6.7% 41,979 $22.4M
United Services Automobile Association 0.69% Add +0.3% 42,426 $22.3M
Torray Investment Partners LLC 3.32% Reduce -12.8% 41,845 $22.3M
Coleford Investment Management Ltd. 6.24% Reduce -2.0% 41,736 $22.2M
Trinity Financial Advisors LLC 8.00% Add +4.2% 41,873 $22.2M
Sprott Inc. 1.31% Reduce -23.8% 41,646 $22.2M
Riverview Capital Advisers, LLC 6.96% Add +2.5% 41,606 $22.2M
Hollow Brook Wealth Management LLC 6.51% Reduce -1.2% 41,470 $22.1M
Evelyn Partners Investment Management Services Ltd 3.61% Add +11.0% 41,360 $22.0M
Edge Wealth Management LLC 4.46% Add +0.3% 41,279 $22.0M
Bridgeway Capital Management, LLC 0.55% Add +1.5% 41,277 $22.0M
NewEdge Wealth, LLC 0.40% Add +1.7% 41,046 $21.9M
Presidio Capital Management, LLC 9.11% Add +5.8% 40,984 $21.8M
Fiducient Advisors LLC 2.72% Reduce -0.0% 40,943 $21.8M
Arkadios Wealth Advisors 0.82% Add +54.3% 40,820 $21.7M
SBI Securities Co., Ltd. 0.72% Add +452688.9% 40,751 $21.7M
Ballentine Partners, LLC 0.37% Reduce -0.2% 40,615 $21.6M
GWN Securities Inc. 1.22% Add +437.5% 42,739 $21.6M
Stratos Investment Management, LLC 1.15% Add +17.0% 40,460 $21.5M
Kiley Juergens Wealth Management, LLC 5.73% Reduce -0.0% 40,336 $21.5M
Evergreen Capital Management LLC 0.72% Add +10.3% 40,309 $21.5M
Pinnacle Wealth Management Advisory Group, LLC 2.00% Add +0.2% 40,195 $21.4M
Dynamic Advisor Solutions LLC 0.70% Reduce -0.1% 40,000 $21.3M
Banque Pictet & Cie SA 0.23% Reduce -0.1% 39,977 $21.3M
Tokio Marine Asset Management Co. Ltd. 0.77% Add +6.9% 39,866 $21.2M
Unison Asset Management LLC 12.47% Reduce -12.2% 41,926 $21.2M
Teamwork Financial Advisors, LLC 2.91% Add +502.8% 39,718 $21.2M
Tidal Investments LLC 0.18% Reduce -31.5% 39,677 $21.1M
IHT Wealth Management, LLC 0.66% Add +5.3% 39,701 $21.1M
Compound Planning, Inc. 0.96% Add +24.4% 39,559 $21.1M
Spire Wealth Management 0.67% Add +9.5% 39,427 $21.0M
Kavar Capital Partners Group, LLC 3.50% Add +2.6% 41,427 $21.0M
Citizens Financial Group Inc. 0.41% Reduce -35.6% 39,286 $20.9M
VestGen Advisors, LLC 0.95% — 39,264 $20.9M
Lingohr Asset Management GmbH 5.23% Add +731.5% 39,198 $20.9M
Albion Financial Group 1.48% Reduce -41.4% 39,195 $20.9M
Buckley Wealth Management, LLC 6.48% Reduce -1.8% 39,138 $20.8M
Brookstone Capital Management 0.30% Reduce -11.9% 39,083 $20.8M
Stolper Co 6.82% Reduce -1.7% 39,055 $20.8M
Vantage Wealth 4.68% Reduce -11.5% 38,856 $20.7M
Koa Wealth Management, LLC 16.69% Reduce -1.3% 38,802 $20.7M
Asset Planning Corporation 12.16% Add +0.3% 38,739 $20.6M
Prosperity Consulting Group, LLC 1.59% Add +1.8% 38,676 $20.6M
Wedmont Private Capital 1.05% Add +32.0% 39,184 $20.5M
XML Financial, LLC 1.92% Reduce -0.2% 38,557 $20.5M
Financial Avengers, Inc. 10.39% Add +0.8% 38,505 $20.5M
TBH Global Asset Management, LLC 3.93% Add +21.1% 38,415 $20.5M
New Age Alpha Advisors, LLC 0.92% Reduce -40.6% 38,405 $20.5M
Muhlenkamp & Co. Inc. 6.65% Reduce -0.1% 38,138 $20.3M
Heirloom Wealth Management 5.82% Add +3.9% 38,126 $20.3M
Freestone Grove Partners LP 0.21% New 38,086 $20.3M
NBT Bank, N.A. 1.47% Add +3.9% 38,080 $20.3M
CHURCHILL MANAGEMENT Corp 0.26% Add +0.8% 38,016 $20.2M
Hutner Capital Management Inc. 8.63% Add +9.8% 37,966 $20.2M
Stockman Wealth Management, Inc. 2.99% Reduce -0.5% 37,928 $20.2M
Summit Asset Management, LLC 3.48% Add +0.9% 37,799 $20.1M
Livforsakringsbolaget Skandia, Omsesidigt 1.13% Add +1.6% 37,754 $20.1M
Anchor Investment Management, LLC 1.85% Reduce -5.4% 37,326 $19.9M
Waldron Private Wealth LLC 0.94% Reduce -59.1% 37,310 $19.9M
Well Done, LLC 3.59% Add +2.5% 43,696 $19.8M
Monterey Private Wealth, Inc. 5.83% Reduce -0.3% 37,157 $19.8M
Venture Visionary Partners LLC 0.83% Add +0.4% 37,006 $19.7M
Connor, Clark & Lunn Investment Management Ltd. 0.09% Reduce -30.6% 36,859 $19.6M
Parker Investment Management, LLC 3.50% New 36,756 $19.6M
Cahill Financial Advisors Inc. 2.64% Reduce -0.6% 36,476 $19.4M
NovaPoint Capital, LLC 5.98% Reduce -1.1% 36,471 $19.4M
Principal Securities, Inc. 0.43% Add +0.7% 42,729 $19.4M
Hayek Kallen Investment Management 7.12% Reduce -0.7% 36,279 $19.3M
Moran Wealth Management, LLC 0.65% Reduce -12.7% 36,158 $19.3M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 4.87% Reduce -0.1% 36,131 $19.2M
Townsend & Associates, Inc 2.00% Reduce -10.8% 37,844 $19.2M
Cypress Capital Group 2.51% Add +4.6% 35,943 $19.1M
PFG Advisors 1.06% Add +16.3% 35,726 $19.0M
Larson Financial Group LLC 0.90% Add +18.3% 35,689 $19.0M
Fisher Asset Management 0.01% Add +8.4% 35,593 $19.0M
Osborne Partners Capital Management, LLC 1.09% Add +0.1% 35,543 $18.9M
Lombard Odier Asset Management (Switzerland) SA 1.09% Add +16.9% 35,526 $18.9M
Steele Capital Management, Inc. 0.98% Add +1.0% 35,448 $18.9M
First American Bank 1.38% Add +1.8% 35,059 $18.7M
Arnhold LLC 1.88% No change 34,941 $18.6M
Essex Financial Services, Inc. 1.34% Reduce -0.9% 34,832 $18.6M
Bar Harbor Wealth Management 1.22% Reduce -2.4% 34,673 $18.5M
Prudential PLC 0.09% Reduce -23.6% 34,646 $18.5M
Pictet North America Advisors SA 1.83% Add +5.5% 34,353 $18.3M
Amica Mutual Insurance Co. 2.01% Reduce -16.7% 34,332 $18.3M
American Trust Investment Advisors, LLC 7.64% Reduce -0.2% 34,322 $18.3M
Ameritas Advisory Services, LLC 0.74% Reduce -41.6% 36,493 $18.3M
RiverFront Investment Group, LLC 0.41% Add +75.8% 34,286 $18.3M
Solidarity Wealth, LLC 4.49% Reduce -11.6% 34,181 $18.2M
Level Four Advisory Services, LLC 0.75% Add +5.0% 34,122 $18.2M
Keystone Financial Group 1.85% Add +3.4% 34,211 $18.2M
NORTHSTAR ASSET MANAGEMENT Co 4.35% Add +0.0% 33,836 $18.0M
Inlet Private Wealth, LLC 4.68% Reduce -1.5% 33,804 $18.0M
WealthBridge Capital Management, LLC 5.02% Reduce -1.3% 33,329 $17.8M
Eos Management, L.P. 7.98% No change 33,250 $17.7M
Clarity Financial LLC 2.03% Add +7.3% 33,152 $17.7M
Mitchell Capital Management Co. 3.36% Add +1.4% 33,144 $17.7M
Gladstone Institutional Advisory LLC 0.82% Add +6.6% 33,133 $17.6M
Fifth Third Wealth Advisors LLC 0.91% Add +4.8% 33,085 $17.6M
Moors & Cabot, Inc. 0.89% Reduce -0.2% 32,995 $17.6M
Greenwood Capital Associates LLC 2.37% Reduce -10.7% 32,973 $17.6M
Independent Financial Group, LLC 0.60% Add +1.2% 32,965 $17.6M
Sterling Investment Management, LLC 12.47% Reduce -4.5% 32,901 $17.5M
Atlantic Union Bankshares Corp 1.06% Reduce -3.3% 32,860 $17.5M
KMG Fiduciary Partners, LLC 1.45% Add +3.8% 32,751 $17.4M
East Coast Asset Management, LLC. 6.17% Reduce -1.7% 32,689 $17.4M
Court Place Advisors, LLC 5.75% Add +0.3% 32,567 $17.3M
Cooper Capital Advisors LLC 18.59% Add +0.0% 32,566 $17.3M
Meeder Advisory Services, Inc. 1.04% Add +7.1% 32,506 $17.3M
Mufg Securities Americas Inc. 2.01% Add +19.9% 32,445 $17.3M
Pettyjohn, Wood & White, Inc. 3.28% Reduce -5.8% 32,168 $17.1M
Kemnay Advisory Services Inc. 3.21% Add +33.6% 32,059 $17.1M
Intrinsic Value Partners, LLC 16.85% Reduce -0.7% 32,052 $17.1M
GAMMA Investing LLC 1.28% Add +42.8% 32,042 $17.1M
Flagship Harbor Advisors, LLC 0.90% Add +71.0% 31,987 $17.0M
CCM Investment Advisers LLC 2.09% Reduce -3.6% 31,884 $17.0M
Mather Group, Llc. 0.20% Add +4.3% 31,820 $16.9M
Simon Quick Advisors, LLC 0.96% Add +14.8% 31,757 $16.9M
Ledyard National Bank 1.67% Reduce -1.4% 31,730 $16.9M
Axxcess Wealth Management, LLC 0.46% Reduce -17.4% 31,637 $16.8M
Boit C F David 8.45% No change 31,628 $16.8M
Woodmont Investment Counsel LLC 1.21% Reduce -1.0% 31,489 $16.8M
AlphaCore Capital LLC 1.43% Reduce -0.6% 31,471 $16.8M
Exchange Capital Management, Inc. 2.70% Reduce -0.9% 31,317 $16.7M
AlTi Global, Inc. 0.44% Reduce -1.5% 31,282 $16.7M
Waterfront Wealth Inc. 4.06% Reduce -2.0% 31,281 $16.7M
SlateStone Wealth, LLC 1.67% Add +0.9% 31,280 $16.7M
Regency Capital Management Inc.\DE 9.95% Reduce -4.8% 31,266 $16.7M
Palisade Capital Management, LP 0.54% Reduce -0.8% 31,224 $16.6M
Naman Capital Ltda 6.52% No change 31,200 $16.6M
Kelman-Lazarov, Inc. 3.02% Reduce -1.8% 31,189 $16.6M
Beckerman Institutional, LLC 11.88% Add +9.1% 30,801 $16.4M
Lakeside Advisors, INC. 10.85% Reduce -0.4% 30,750 $16.4M
Hollencrest Capital Management 0.72% Reduce -10.6% 30,692 $16.3M
Meiji Yasuda Asset Management Co Ltd. 0.66% Reduce -4.3% 30,565 $16.3M
Groupama Asset Managment 0.33% Reduce -0.7% 30,916 $16.3M
West Coast Financial LLC 1.86% Reduce -1.7% 30,518 $16.3M
Pittenger & Anderson Inc. 0.60% Add +4.8% 30,499 $16.2M
Exchange Traded Concepts, LLC 0.29% Add +2102.1% 30,477 $16.2M
Coston, McIsaac & Partners 4.73% Reduce -1.7% 30,444 $16.2M
Johnson Financial Group, Inc. 0.79% Add +4.5% 30,409 $16.2M
Private Advisory Group LLC 1.83% Add +13.7% 30,132 $16.0M
Phoenix Financial Ltd. 0.25% Reduce -6.0% 30,089 $16.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.47% Reduce -14.9% 30,004 $16.0M
Seaview Investment Managers LLC 3.89% Add +33.0% 30,025 $16.0M
Nitorum Capital, L.P. 2.24% Reduce -40.4% 29,929 $15.9M
Fogel Capital Management, Inc. 8.55% Reduce -0.4% 29,844 $15.9M
Delta Financial Group, Inc. 3.63% Add +0.3% 30,195 $15.9M
Studio Investment Management LLC 3.27% Reduce -3.6% 29,700 $15.8M
Strategic Blueprint, LLC 0.86% Add +2.3% 29,682 $15.8M
Eagle Global Advisors LLC 0.65% Reduce -1.6% 29,643 $15.8M
Eldred Rock Partners, LLC 4.81% Add +10.4% 29,709 $15.8M
O'Brien Greene & Co. Inc 5.28% Reduce -4.3% 29,572 $15.7M
Punch & Associates Investment Management, Inc. 1.05% Reduce -18.5% 29,546 $15.7M
Van Den Berg Management I, Inc. 4.76% Reduce -33.9% 29,201 $15.6M
Benjamin Edwards Inc. 0.22% Reduce -15.6% 29,167 $15.5M
Jupiter Asset Management Ltd. 0.15% Reduce -32.6% 29,130 $15.5M
Wealth Architects, LLC 1.71% Add +9.4% 29,118 $15.5M
LFL Advisers, LLC 6.78% Reduce -2.5% 29,088 $15.5M
Evelyn Partners Investment Management (Europe) Ltd 5.80% Add +0.1% 29,075 $15.5M
KCM Investment Advisors LLC 0.56% Reduce -0.8% 29,049 $15.5M
Marshall Wace, LLP 0.02% Add +7157.0% 29,028 $15.5M
Weybosset Research & Management LLC 5.40% Reduce -7.4% 29,011 $15.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.40% New 28,997 $15.4M
Highland Capital Management, LLC 0.92% Reduce -0.9% 28,946 $15.4M
Community Bank & Trust, Waco, Texas 3.63% Reduce -0.4% 28,942 $15.4M
FRG Family Wealth Advisors LLC 2.98% Reduce -0.8% 28,934 $15.4M
K.J. Harrison & Partners Inc 3.01% Add +0.3% 28,921 $15.4M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.26% No change 28,808 $15.3M
Timber Creek Capital Management LLC 4.09% Reduce -0.1% 28,773 $15.3M
Capital Analysts, LLC 0.57% Add +0.7% 28,751 $15.3M
FFG Partners, LLC 6.29% Add +32.0% 28,697 $15.3M
Harris Associates (Oakmark Funds) 0.03% Reduce -12.0% 28,682 $15.3M
Bailard, Inc. 0.39% Add +2.2% 28,654 $15.3M
Ameritas Investment Partners, Inc. 0.52% Add +2.8% 28,585 $15.2M
SeaCrest Wealth Management, LLC 1.72% Reduce -0.5% 28,581 $15.2M
Baader Bank Aktiengesellschaft 1.54% Add +5.8% 28,977 $15.2M
Eastern Bank 0.30% Reduce -2.9% 28,393 $15.1M
Carnegie Lake Advisors LLC 6.12% Reduce -6.8% 28,300 $15.1M
Meixler Investment Management, Ltd. 10.43% Reduce -1.2% 28,275 $15.1M
Global Assets Advisory, LLC 2.82% Add +183.7% 29,049 $15.0M
SCS Capital Management LLC 0.19% New 27,996 $14.9M
Financial Partners Group, LLC 6.45% Reduce -5.1% 27,903 $14.9M
Foundations Investment Advisors, LLC 0.27% Reduce -15.7% 27,883 $14.9M
Gryphon Financial Partners LLC 2.20% Add +1.0% 27,877 $14.8M
Hilltop Holdings Inc. 0.93% Add +0.6% 27,663 $14.7M
Pitcairn Co. 0.89% Add +14.3% 27,656 $14.7M
Joel Isaacson & Co., LLC 0.67% Add +10.4% 27,653 $14.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.24% Add +2.5% 27,933 $14.7M
Wilkins Investment Counsel Inc. 2.10% Reduce -0.6% 27,584 $14.7M
Cumberland Advisors Inc. 6.62% Reduce -0.2% 27,401 $14.6M
Mgo One Seven LLC 0.57% Add +0.5% 27,314 $14.5M
Ashton Thomas Private Wealth, LLC 0.56% Add +2.7% 27,302 $14.5M
Smithfield Trust Co 0.73% Reduce -0.2% 27,294 $14.5M
Mezzasalma Advisors, LLC 5.02% Reduce -1.4% 27,262 $14.5M
O'Keefe Stevens Advisory, Inc. 4.76% Add +1.9% 27,237 $14.5M
Ascentis Wealth Management, LLC 4.65% Reduce -1.5% 27,159 $14.5M
Annandale Capital, LLC 2.71% Add +0.1% 27,130 $14.4M
Greystone Financial Group, LLC 2.62% Reduce -6.2% 27,064 $14.4M
Picton Mahoney Asset Management 0.49% New 27,049 $14.4M
Beverly Hills Private Wealth, LLC 2.87% Reduce -2.1% 26,998 $14.4M
Glassy Mountain Advisors, Inc. 5.09% Reduce -3.9% 26,961 $14.4M
Canal Capital Management, LLC 2.40% Add +1.7% 26,939 $14.3M
Trust Co of Kansas 7.64% Reduce -2.5% 26,922 $14.3M
Montag A & Associates Inc. 0.72% Reduce -3.1% 26,915 $14.3M
Old North State Wealth Management, LLC 7.98% Add +6.3% 26,903 $14.3M
Mission Creek Capital Partners, Inc. 3.48% Add +69.0% 26,898 $14.3M
Richard Bernstein Advisors LLC 0.35% Reduce -5.2% 26,790 $14.3M
Visionary Wealth Advisors 0.86% Reduce -1.9% 26,790 $14.3M
TCW Group Inc. 0.13% Add +5.7% 26,712 $14.2M
Fragasso Financial Advisors Inc 1.06% Reduce -27.1% 26,704 $14.2M
Stokes Family Office, LLC 1.60% Reduce -0.5% 26,654 $14.2M
Foster Victor Wealth Advisors, LLC 1.14% Reduce -8.3% 26,991 $14.1M
Commerzbank Aktiengesellschaft 0.33% Add +10.8% 26,522 $14.1M
Eq Wealth Advisors, LLC 11.25% Add +1.3% 26,510 $14.1M
Procyon Advisors, LLC 0.86% Add +1.8% 26,502 $14.1M
Gifford Fong Associates 3.51% No change 26,500 $14.1M
Summit Financial Strategies, Inc. 1.42% Reduce -11.0% 26,497 $14.1M
Twin Capital Management Inc. 1.65% Reduce -6.6% 26,478 $14.1M
Ascent Group, LLC 0.61% Add +32.2% 26,474 $14.1M
Armstrong, Fleming & Moore, Inc 17.05% Add +371.1% 26,452 $14.1M
Hi-Line Capital Management, LLC 5.26% Add +8.1% 26,402 $14.1M
Beacon Investment Advisors LLC 6.64% Reduce -0.0% 26,368 $14.0M
Guggenheim Capital LLC 0.13% Reduce -22.2% 26,271 $14.0M
Appleton Partners Inc. 1.08% Add +85.1% 26,219 $14.0M
Telos Capital Management, Inc. 1.52% Reduce -1.6% 26,203 $14.0M
Raab & Moskowitz Asset Management LLC 3.51% Reduce -0.1% 26,162 $13.9M
Zacks Investment Management 0.13% Add +3.1% 26,105 $13.9M
Titleist Asset Management, LLC 1.61% Add +5.1% 26,062 $13.9M
Moloney Securities Asset Management, LLC 1.89% Reduce -5.7% 26,035 $13.9M
Spectrum Wealth Counsel, LLC 1.66% No change 25,989 $13.8M
Rockbridge Asset Management LLC 8.46% Add +0.4% 25,973 $13.8M
McHugh Group, LLC 10.60% Add +10.4% 25,923 $13.8M
Legacy Advisors, LLC 1.42% Reduce -0.1% 25,918 $13.8M
HBK Sorce Advisory LLC 0.40% Add +0.5% 25,887 $13.8M
Middleton & Co. Inc. 1.61% Reduce -1.5% 25,824 $13.8M
Castlekeep Investment Advisors LLC 7.03% Add +33.1% 25,700 $13.7M
Canerector Inc. 10.61% Add +0.8% 25,690 $13.7M
Clio Asset Management LLC 10.88% Reduce -9.4% 25,677 $13.7M
Dock Street Asset Management Inc. 1.61% Reduce -12.9% 25,631 $13.7M
Elevation Point Wealth Partners, LLC 1.17% Reduce -0.9% 25,597 $13.6M
Trustmark Bank Trust Department 1.01% Add +1.2% 25,597 $13.6M
Profund Advisors LLC 0.59% Reduce -5.2% 25,596 $13.6M
Leavell Investment Management, Inc. 0.67% Add +1.2% 25,594 $13.6M
PDS Planning, Inc 1.14% Add +18.6% 25,496 $13.6M
Vestcor Inc 0.46% Add +1.8% 25,402 $13.5M
Harbor Advisory Corp. 4.54% Reduce -0.7% 25,402 $13.5M
Donaldson Capital Management, LLC 0.51% Add +10.5% 25,383 $13.5M
JCP Investment Management, LLC 8.34% Reduce -3.8% 25,378 $13.5M
Harbour Investments, Inc. 0.39% Add +0.5% 25,353 $13.5M
Wedge Capital Management L L P 0.26% Reduce -12.9% 25,329 $13.5M
Cypress Asset Management Inc. 3.61% Reduce -0.1% 25,319 $13.5M
McDaniel Terry & Co. 1.18% Reduce -2.8% 25,300 $13.5M
Winch Advisory Services, LLC 3.56% Reduce -0.9% 25,299 $13.5M
Cardinal Point Capital Management ULC 1.23% Reduce -17.9% 10,955 $13.4M
Banque Cantonale Vaudoise 0.59% — 25,159 $13.4M
Wealthcare Advisory Partners LLC 0.36% Reduce -0.1% 25,136 $13.4M
Kelleher Financial Advisors 5.32% Reduce -16.4% 25,084 $13.4M
Stratos Wealth Advisors, LLC 0.73% Reduce -7.1% 25,072 $13.4M
Principle Wealth Partners LLC 0.95% Add +10.3% 25,053 $13.3M
HFR Wealth Management, LLC 3.25% Reduce -0.2% 25,035 $13.3M
Patton Fund Management, Inc. 3.23% Reduce -12.2% 25,027 $13.3M
Kovack Advisors, Inc. 1.41% Reduce -1.0% 25,018 $13.3M
Bright Rock Capital Management, LLC 2.81% No change 25,000 $13.3M
Jasper Ridge Partners, L.P. 0.43% No change 25,000 $13.3M
Blue Trust, Inc. 0.17% Reduce -0.3% 24,940 $13.3M
Flputnam Investment Management Co. 0.25% Add +6.8% 24,917 $13.3M
Sagespring Wealth Partners, LLC 0.33% Add +16.1% 24,841 $13.2M
Arlington Trust Co LLC 2.80% Reduce -0.9% 24,824 $13.2M
Unigestion Holding SA 0.77% Reduce -18.7% 24,779 $13.2M
Alley Investment Management Company, LLC 1.65% Reduce -0.3% 24,689 $13.1M
Zhang Financial LLC 0.70% Reduce -0.5% 24,687 $13.1M
Fischer Investment Strategies, LLC 9.66% Add +2993.8% 24,627 $13.1M
Bradley & Co. Private Wealth Management, LLC 8.95% Reduce -2.5% 24,619 $13.1M
Mairs & Power Inc. 0.14% Reduce -5.3% 24,604 $13.1M
Morey & Quinn Wealth Partners, LLC 10.81% Add +1.7% 24,518 $13.1M
Allegheny Financial Group 3.34% Reduce -8.1% 24,484 $13.0M
Jane Street Group, LLC 0.02% Reduce -90.1% 24,449 $13.0M
SpringVest Wealth Management LLC 10.78% Reduce -0.9% 24,415 $13.0M
Canton Hathaway, LLC 2.63% Add +100.0% 24,399 $13.0M
Auxier Asset Management LLC 1.94% Add +0.9% 24,377 $13.0M
LexAurum Advisors, LLC 2.50% Reduce -1.2% 24,351 $13.0M
Synergy Asset Management, LLC 1.63% Add +0.9% 24,304 $12.9M
Northside Capital Management, LLC 2.10% Add +0.4% 24,295 $12.9M
Van Hulzen Asset Management, LLC 1.18% Add +83.0% 24,247 $12.9M
Searcy Financial Services Inc. 5.58% Reduce -0.8% 24,234 $12.9M
IFG Advisory, LLC 0.71% Add +0.5% 24,164 $12.9M
Chemung Canal Trust Co. 2.82% Reduce -0.5% 24,123 $12.8M
DF Dent & Co. Inc. 0.17% Reduce -9.5% 24,087 $12.8M
Bennett Selby Investments LP 5.07% Add +2.1% 24,082 $12.8M
Hudock, Inc. 2.24% Add +0.3% 24,051 $12.8M
Carmel Capital Management L.L.C. 5.20% Reduce -0.9% 24,027 $12.8M
Tiptree Advisors, LLC 10.58% New 24,000 $12.8M
Colonial Trust Advisors 1.14% Add +3.7% 23,955 $12.8M
Callan Family Office, LLC 0.96% Reduce -21.0% 23,945 $12.8M
Sandy Cove Advisors, LLC 5.12% Add +28.7% 23,940 $12.7M
Tradition Wealth Management, LLC 1.12% Add +1.2% 23,914 $12.7M
Berkshire Asset Management LLC 0.61% Reduce -7.8% 24,807 $12.7M
RFG Advisory, LLC 0.34% Add +14.9% 23,845 $12.7M
Fidelis Capital Partners, LLC 1.35% Add +6.0% 23,880 $12.7M
Princeton Global Asset Management LLC 2.51% Reduce -0.5% 23,746 $12.6M
Hikari Tsushin, Inc. 0.85% Add +0.6% 23,694 $12.6M
Garner Asset Management Corp 5.54% Reduce -3.7% 23,580 $12.6M
Verdence Capital Advisors LLC 0.95% Add +13.4% 23,476 $12.5M
Nicholson Meyer Capital Management, Inc. 11.48% — 23,428 $12.5M
Walter & Keenan Wealth Management LLC /in/ 3.74% Add +0.8% 23,330 $12.4M
Lorne Steinberg Wealth Management Inc. 3.61% Add +0.2% 23,286 $12.4M
Asset Advisors Investment Management, LLC 1.30% Reduce -0.9% 23,243 $12.4M
AMG National Trust Bank 0.35% Reduce -2.7% 23,148 $12.3M
Sargent Investment Group, LLC 1.96% Add +1.2% 23,095 $12.3M
Delta Investment Management, LLC 2.48% Add +0.9% 23,071 $12.3M
Coppell Advisory Solutions LLC 1.70% Add +297.1% 22,926 $12.3M
Mirabella Financial Services LLP 0.52% Add +119.6% 22,939 $12.3M
Lakewood Asset Management LLC 8.25% Add +6.9% 22,958 $12.2M
Kinsale Capital Group, Inc. 2.99% Add +13.9% 22,815 $12.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.23% Add +0.5% 22,803 $12.1M
Frisch Financial Group, Inc. 3.40% Reduce -26.1% 22,769 $12.1M
Martin Investment Management, LLC 3.05% Add +0.2% 22,730 $12.1M
Chronos Wealth Management, LLC 6.46% Reduce -2.2% 22,604 $12.0M
TAGStone Capital, Inc. 5.91% Add +1.7% 22,545 $12.0M
Integrated Advisors Network LLC 0.61% Reduce -10.9% 22,531 $12.0M
Tompkins Financial Corp. 1.15% Add +1.3% 22,496 $12.0M
Main Street Financial Solutions, LLC 1.04% Add +106.6% 22,447 $12.0M
Excalibur Management Corp. 4.69% Add +3.5% 22,367 $11.9M
Riverstone Advisors, LLC 7.16% Add +3.3% 22,364 $11.9M
Graypoint LLC 0.74% Reduce -0.0% 22,314 $11.9M
Pinion Investment Advisors, LLC 2.62% Add +82.1% 22,310 $11.9M
Caldwell Trust Co 1.27% Reduce -5.3% 22,302 $11.9M
Forvis Mazars Wealth Advisors, LLC 0.28% Reduce -5.8% 22,273 $11.9M
Mitchell McLeod Pugh & Williams Inc. 2.45% Add +1.1% 22,249 $11.8M
Howard Capital Management, LLC 0.30% Reduce -4.1% 22,242 $11.8M
Resonant Capital Advisors, LLC 0.83% Add +3.2% 22,241 $11.8M
Foster Group, Inc. 0.44% Add +0.9% 22,216 $11.8M
Fulton Bank, N.A. 0.48% Reduce -2.8% 22,127 $11.8M
Buttonwood Financial Advisors Inc. 5.18% Reduce -0.9% 22,123 $11.8M
CORDA Investment Management, LLC. 0.94% Reduce -1.7% 22,115 $11.8M
Guardian Wealth Advisors, LLC / NC 0.94% Add +5.3% 22,052 $11.7M
Perennial Investment Advisors, LLC 1.32% Add +3.0% 22,045 $11.7M
Arlington Financial Advisors, LLC 2.06% Add +0.7% 22,033 $11.7M
Glen Eagle Advisors, LLC 1.94% Add +2.7% 21,989 $11.7M
Centaurus Financial, Inc. 0.71% Add +4.5% 21,948 $11.7M
Simmons Bank 0.88% Reduce -2.3% 21,933 $11.7M
Marietta Investment Partners LLC 2.81% No change 21,893 $11.7M
Goelzer Investment Management, Inc. 0.67% Add +0.7% 21,872 $11.6M
Covey Capital Advisors, LLC 13.41% Reduce -8.4% 21,854 $11.6M
LSV Asset Management 0.03% Reduce -2.0% 21,790 $11.6M
Adamsbrown Wealth Consultants LLC 3.64% Add +13.6% 21,777 $11.6M
SeaBridge Investment Advisors LLC 2.50% Reduce -2.4% 21,769 $11.6M
Burford Brothers, Inc. 5.59% Add +8.8% 21,622 $11.5M
Overbrook Management Corp 2.70% Reduce -21.7% 21,615 $11.5M
Moseley Investment Management Inc. 4.49% Add +2.0% 21,548 $11.5M
Steel Grove Capital Advisors, LLC 1.74% Reduce -2.2% 21,507 $11.5M
Roehl & Yi Investment Advisors, LLC 6.21% Add +0.1% 21,497 $11.4M
Koss-Olinger Consulting, LLC 0.96% Add +4.8% 21,464 $11.4M
Voleon Capital Management LP 0.89% Reduce -56.4% 21,450 $11.4M
Cornerstone Wealth Group, LLC 0.95% Reduce -4.5% 21,420 $11.4M
Whalerock Point Partners, LLC 2.79% Add +0.5% 21,383 $11.4M
Intrust Bank NA 1.13% Reduce -5.8% 21,377 $11.4M
Hartline Investment Corp./ 1.52% Add +0.7% 21,347 $11.4M
Blackhill Capital Inc. 0.66% No change 21,241 $11.3M
Citadel Advisors 0.01% Reduce -88.4% 21,236 $11.3M
E Fund Management Co., Ltd. 0.54% Add +35.7% 21,233 $11.3M
Evanson Asset Management, LLC 0.80% Add +1.8% 21,197 $11.3M
Bristlecone Advisors, LLC 0.92% Reduce -2.1% 21,194 $11.3M
Vestmark Advisory Solutions, Inc. 0.29% Add +110.9% 21,166 $11.3M
Epacria Capital Partners, LLC 9.22% No change 21,160 $11.3M
Stone Run Capital, LLC 4.74% Reduce -0.2% 21,135 $11.3M
Phraction Management LLC 4.03% Reduce -30.9% 21,103 $11.2M
Trust Asset Management LLC 0.92% Add +1.1% 21,099 $11.2M
Wesbanco Bank Inc. 0.39% Add +1.4% 21,038 $11.2M
Oxford Financial Group, LTD. LLC 0.78% Reduce -6.4% 21,010 $11.2M
Embree Financial Group 1.87% Add +1.0% 20,977 $11.2M
Mill Creek Capital Advisors, LLC 0.27% Reduce -2.9% 20,868 $11.1M
First Interstate Bank 0.66% Reduce -8.6% 20,851 $11.1M
Buckhead Capital Management LLC 3.56% Reduce -5.7% 20,828 $11.1M
Marietta Wealth Management, LLC 1.63% Add +1.3% 20,824 $11.1M
Coastline Trust Co 1.38% Reduce -0.7% 20,822 $11.1M
Meritage Portfolio Management 0.74% Add +1.6% 20,814 $11.1M
Pure Financial Advisors, LLC 0.23% Add +17.5% 20,748 $11.1M
Woodstock Corp. 1.09% Add +2.5% 20,711 $11.0M
Siemens Fonds Invest GmbH 0.76% Add +38.6% 20,651 $11.0M
Mayflower Financial Advisors, LLC 1.67% Add +0.2% 20,600 $11.0M
Alerus Financial NA 0.88% Reduce -16.7% 20,594 $11.0M
Regatta Capital Group, LLC 2.12% Reduce -1.5% 20,581 $11.0M
Corsair Capital Management, L.P. 2.82% No change 20,548 $10.9M
Ar Asset Management Inc. 2.51% No change 20,518 $10.9M
Susquehanna Fundamental Investments, LLC 0.18% Add +96.1% 20,516 $10.9M
Peoples Bank 7.41% Reduce -1.3% 20,505 $10.9M
Citizens National Bank Trust Department 2.33% Add +1.1% 20,491 $10.9M
Financial Strategies Group, Inc. 2.57% Add +0.6% 20,576 $10.9M
Lindbrook Capital, LLC 1.00% Reduce -6.4% 20,385 $10.9M
IFC Advisors LLC 2.27% Add +12.4% 20,374 $10.9M
Jackson Square Capital, LLC 3.53% Add +1.9% 20,361 $10.8M
Analyst IMS Investment Management Services Ltd. 0.42% Add +35.4% 20,341 $10.8M
Strategy Asset Managers LLC 2.23% Add +8.1% 20,329 $10.8M
Patriot Financial Group Insurance Agency, LLC 1.45% Add +6.2% 20,326 $10.8M
Granite FO LLC 6.14% No change 20,280 $10.8M
Fort Point Capital Partners LLC 1.20% Add +0.7% 20,106 $10.7M
Fairfield Financial Advisors, LTD 4.04% Reduce -2.4% 20,061 $10.7M
Cooper Financial Group 1.41% Add +1.8% 20,035 $10.7M
Evoke Wealth, LLC 0.28% Add +4.5% 20,013 $10.7M
TCI Wealth Advisors, Inc. 0.85% Add +1.2% 20,012 $10.7M
Avestar Capital, LLC 1.01% Add +13.0% 19,882 $10.6M
SAM Advisors, LLC 3.96% Reduce -3.1% 19,861 $10.6M
HUB Investment Partners, LLC 0.43% Reduce -18.3% 19,808 $10.5M
Means Investment Co., Inc. 1.12% Reduce -30.0% 19,796 $10.5M
International Assets Investment Management, LLC 0.92% Add +0.7% 19,734 $10.5M
Jamison Private Wealth Management, Inc. 1.59% Reduce -2.3% 19,648 $10.5M
Conway Capital Management, Inc. 5.21% Add +56.3% 19,564 $10.4M
Schechter Investment Advisors, LLC 0.86% Reduce -9.2% 19,558 $10.4M
PFG Investments, LLC 0.67% Add +9.8% 19,530 $10.4M
Fagan Associates, Inc. 1.73% Reduce -1.0% 19,529 $10.4M
McDonald Partners LLC 2.71% Add +0.9% 19,515 $10.4M
VELA Investment Management, LLC 3.56% Reduce -8.9% 19,487 $10.4M
Ruffer LLP 0.40% Reduce -39.9% 19,480 $10.4M
Jaffetilchin Investment Partners, LLC 0.75% Add +0.3% 19,470 $10.4M
Dorsey & Whitney Trust CO LLC 0.60% Reduce -1.7% 19,443 $10.4M
Boston Research & Management Inc. 2.54% Reduce -2.9% 19,292 $10.3M
Harvey Capital Management Inc. 2.69% Reduce -4.3% 19,271 $10.3M
Navera Investment Management Ltd. 0.19% Reduce -2.2% 19,211 $10.2M
Marble Harbor Investment Counsel, LLC 1.15% Reduce -2.2% 19,220 $10.2M
SOA Wealth Advisors, LLC. 2.13% Reduce -19.1% 19,203 $10.2M
Baldwin Investment Management, LLC 1.23% Add +1.7% 19,170 $10.2M
BridgePort Financial Solutions, LLC 4.60% Add +0.2% 19,166 $10.2M
Aaron Wealth Advisors LLC 1.17% Add +14.6% 19,154 $10.2M
Graybill Wealth Management, LTD. 3.49% — 19,112 $10.2M
Clarity Wealth Advisors, LLC 2.82% Add +4.2% 19,107 $10.2M
Mechanics Bank Trust Department 1.39% Add +7.1% 19,101 $10.2M
Hantz Financial Services, Inc. 0.18% Add +31.3% 19,063 $10.2M
B&D White Capital Company, LLC 1.49% Add +102.1% 19,032 $10.1M
Pavion Blue Capital, LLC 4.82% Reduce -0.1% 18,998 $10.1M
Venator Management LLC 3.02% Reduce -25.5% 18,998 $10.1M
Brooktree Capital Management 7.57% Reduce -7.2% 18,948 $10.1M
Grandview Asset Management LLC 3.83% Add +0.8% 18,909 $10.1M
Cambridge Advisors Inc. 2.20% Reduce -0.2% 18,873 $10.1M
Armstrong Advisory Group, Inc. 0.80% No change 22,156 $10.0M
Summit Global Investments 0.73% Reduce -13.9% 18,851 $10.0M
Tradewinds, LLC. 2.83% Reduce -1.0% 18,828 $10.0M
Carolinas Wealth Consulting LLC 2.15% Reduce -7.8% 18,809 $10.0M
Silver Lake Advisory, LLC 4.37% Reduce -0.3% 18,795 $10.0M
Seros Financial, LLC 7.48% Reduce -6.3% 18,785 $10.0M
Certified Advisory Corp 1.13% Reduce -1.9% 18,771 $10.0M
WBH Advisory Inc. 0.93% Reduce -1.7% 18,760 $10.0M
Moser Wealth Advisors, LLC 5.23% Reduce -1.1% 18,742 $10.0M
Sound View Wealth Advisors Group, LLC 0.82% Reduce -1.8% 18,733 $10.0M
Vest Financial, LLC 0.15% Add +77.7% 18,646 $9.9M
ICONIQ Capital, LLC 0.18% Add +6.8% 18,631 $9.9M
Aviance Capital Partners, LLC 1.39% Add +0.2% 18,606 $9.9M
Sweeney & Michel, LLC 4.33% — 20,102 $9.9M
Clarius Group, LLC 0.62% Reduce -3.2% 18,584 $9.9M
Heron Bay Capital Management 2.08% Reduce -2.9% 18,583 $9.9M
Montis Financial, LLC 2.91% Reduce -2.8% 18,554 $9.9M
Stephens Consulting, LLC 2.48% Add +1.9% 18,542 $9.9M
Royal Capital Wealth Management, LLC 6.91% Add +0.3% 18,503 $9.9M
Gerber Kawasaki Wealth & Investment Management 0.44% Add +12.4% 18,499 $9.9M
Aristides Capital LLC 3.63% No change 18,354 $9.8M
Reaves W H & Co. Inc. 0.25% No change 18,328 $9.8M
Crawford Investment Counsel Inc. 0.17% Add +0.3% 18,303 $9.7M
Sabal Trust CO 0.54% Add +1.4% 18,289 $9.7M
Murphy Pohlad Asset Management LLC 4.13% Reduce -1.6% 18,280 $9.7M
Councilmark Asset Management, LLC 6.57% Reduce -0.2% 18,278 $9.7M
LS Investment Advisors, LLC 1.50% Reduce -1.8% 18,264 $9.7M
Ignite Planners, LLC 1.90% Add +260.7% 18,343 $9.7M
Heritage Investors Management Corp. 0.33% Reduce -2.0% 18,245 $9.7M
Tyler-Stone Wealth Management 1.74% Reduce -3.1% 18,177 $9.7M
Syon Capital LLC 0.79% Add +13.7% 18,172 $9.7M
Advisor Resource Council 0.78% Add +1464.1% 23,774 $9.7M
Financial Insights, Inc. 3.84% Reduce -1.2% 18,104 $9.6M
Destiny Wealth Partners, LLC 1.53% Reduce -0.8% 18,085 $9.6M
Tortoise Investment Management, LLC 1.00% Reduce -2.5% 18,069 $9.6M
Acas, LLC 7.32% Add +3.4% 18,141 $9.6M
Moneco Advisors, LLC 1.00% Reduce -26.1% 18,049 $9.6M
WASHINGTON TRUST Co 0.37% Add +15.9% 18,029 $9.6M
Bridgewater Advisors Inc. 0.83% Add +7.9% 17,929 $9.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.30% Add +1.9% 17,990 $9.6M
First Wilshire Securities Management Inc. 2.74% Reduce -0.7% 17,955 $9.6M
Capital Asset Advisory Services LLC 0.49% Add +0.1% 17,761 $9.6M
Gibraltar Capital Management, Inc. 2.06% Add +382.9% 17,903 $9.5M
First Horizon Advisors, Inc. 0.27% Add +0.8% 17,885 $9.5M
Salvus Wealth Management, LLC 5.97% Add +0.3% 17,874 $9.5M
Baldwin Wealth Partners LLC 0.67% New 17,852 $9.5M
Earned Wealth Advisors, LLC 2.08% Add +47.5% 17,837 $9.5M
Plancorp, LLC 0.38% Add +3.9% 17,826 $9.5M
Blueprint Investment Partners LLC 1.73% Reduce -4.8% 17,784 $9.5M
Dana Investment Advisors, Inc. 0.34% Reduce -2.7% 17,715 $9.4M
Valicenti Advisory Services Inc. 2.43% Add +4.2% 17,712 $9.4M
Nadler Financial Group, Inc. 1.04% Reduce -1.9% 17,694 $9.4M
Marshall Investment Management, LLC 5.84% Reduce -0.8% 17,646 $9.4M
Integrity Wealth Advisors, Inc. 6.88% Add +0.3% 17,631 $9.4M
McDonough Capital Management, Inc 6.13% Add +0.8% 17,630 $9.4M
Cigna Investments Inc. 1.75% Reduce -2.0% 17,602 $9.4M
Benson Investment Management Company, Inc. 4.09% Reduce -2.2% 17,583 $9.4M
Nilsine Partners, LLC 1.02% Add +0.9% 17,548 $9.3M
Bedel Financial Consulting, Inc. 1.34% Reduce -0.3% 18,225 $9.3M
Codex Capital Asset Management L.L.C. 4.40% No change 17,525 $9.3M
Apella Capital, LLC 0.32% Add +10.2% 17,819 $9.3M
BBR Partners, LLC 0.66% Reduce -0.4% 17,438 $9.3M
Janney Capital Management LLC 0.64% Reduce -15.7% 17,432 $9.3M
Proficio Capital Partners LLC 0.72% Reduce -4.5% 17,415 $9.3M
Fort Sheridan Advisors LLC 1.41% Add +0.1% 17,412 $9.3M
Peterson Wealth Services 2.91% Add +3.7% 17,361 $9.2M
High Note Wealth, LLC 2.28% Reduce -0.4% 17,315 $9.2M
Vermillion Wealth Management, Inc. 2.74% Reduce -1.1% 17,299 $9.2M
First Heartland Consultants, Inc. 0.95% Add +14.3% 17,208 $9.2M
Circle Wealth Management, LLC 0.21% Add +0.3% 17,206 $9.2M
Sage Mountain Advisors LLC 0.67% Add +4.8% 17,180 $9.1M
Calton & Associates, Inc. 2.08% Add +135.4% 17,152 $9.1M
Pflug Koory, LLC 5.09% Add +2.2% 17,147 $9.1M
Moody National Bank Trust Division 0.95% Reduce -0.1% 17,122 $9.1M
Old West Investment Management, LLC 3.28% Add +0.3% 17,096 $9.1M
City Holding Co. 1.28% Add +4.2% 17,087 $9.1M
Checchi Capital Advisers, LLC 0.64% Add +1.1% 17,078 $9.1M
Iowa State Bank 1.93% Reduce -4.5% 17,075 $9.1M
Westmount Partners, LLC 2.77% Reduce -1.8% 17,064 $9.1M
Symmetry Investments LP 0.81% Add +88.9% 17,002 $9.1M
DCM Advisors, LLC 4.81% Reduce -4.7% 17,050 $9.0M
Birinyi Associates Inc. 2.92% No change 16,943 $9.0M
Drive Wealth Management, LLC 2.12% Add +3.9% 16,934 $9.0M
Little House Capital LLC 2.48% Reduce -13.6% 16,918 $9.0M
SageView Advisory Group, LLC 0.38% Add +20.8% 16,876 $9.0M
Cascade Financial Partners, LLC 1.13% Reduce -1.3% 16,809 $9.0M
3Chopt Investment Partners, LLC 2.34% Add +0.5% 16,795 $8.9M
Traynor Capital Management, Inc. 0.76% Add +5.0% 16,784 $8.9M
Wernau Asset Management Inc. 9.24% Reduce -0.1% 16,774 $8.9M
Leelyn Smith, LLC 1.59% Add +0.5% 16,773 $8.9M
Laurel Wealth Advisors LLC 1.39% Reduce -1.6% 16,704 $8.9M
Qtron Investments LLC 1.33% No change 16,695 $8.9M
Legacy CG, LLC 2.87% Reduce -0.7% 16,672 $8.9M
Beddow Capital Management Inc. 3.41% Reduce -0.3% 16,520 $8.8M
Manhattan West Asset Management, LLC 2.24% Add +7.5% 16,512 $8.8M
B & T Capital Management DBA Alpha Capital Management 1.67% Reduce -1.3% 16,498 $8.8M
Kennon-Green & Company, LLC 7.16% Reduce -2.5% 16,481 $8.8M
Coastal Bridge Advisors, LLC 1.25% Add +135.8% 16,464 $8.8M
Shorepath Capital Management LLC 6.60% Reduce -3.3% 16,419 $8.7M
Knuff & Co LLC 2.93% Add +6.6% 16,397 $8.7M
First Merchants Corp. 0.35% Reduce -2.0% 16,393 $8.7M
Victrix Investment Advisors 4.58% Reduce -0.3% 16,603 $8.7M
Naviter Wealth, LLC 1.06% Add +4.4% 16,570 $8.7M
Penobscot Investment Management Company, Inc. 0.82% Reduce -2.6% 16,370 $8.7M
Northwest & Ethical Investments L.P. 0.24% Reduce -35.1% 16,353 $8.7M
Foyston, Gordon & Payne Inc 2.15% No change 16,323 $8.7M
Connecticut Wealth Management, LLC 0.46% Reduce -1.2% 16,320 $8.7M
Douglas Lane & Associates, LLC 0.13% Add +3.0% 16,319 $8.7M
Ellis Investment Partners, LLC 1.79% Reduce -1.1% 16,298 $8.7M
Costello Asset Management, INC 3.52% Reduce -13.9% 16,287 $8.7M
Icon Wealth Advisors, LLC 0.71% Add +7.5% 16,214 $8.6M
Evolution Wealth Advisors, LLC 1.44% Add +0.6% 16,213 $8.6M
Security National Bank of So Dak 4.88% Reduce -0.0% 16,209 $8.6M
Evergreen Private Wealth LLC 4.03% Add +0.9% 16,209 $8.6M
Cornerstone Management, Inc. 1.61% No change 16,188 $8.6M
Spirepoint Private Client, LLC 1.13% Add +11.5% 16,178 $8.6M
Capricorn Fund Managers Ltd 4.60% Reduce -15.8% 16,173 $8.6M
Core Alternative Capital 2.07% Reduce -4.8% 16,165 $8.6M
Potentia Wealth 4.03% Reduce -34.9% 16,133 $8.6M
1ST Source Bank 0.51% Add +0.5% 16,124 $8.6M
Pegasus Asset Management, Inc. 3.44% Add +2.9% 16,112 $8.6M
L.M. Kohn & Company 2.24% Add +0.8% 16,112 $8.6M
Tritonpoint Wealth, LLC 0.82% Add +1.6% 16,083 $8.6M
Congress Park Capital LLC 3.24% Reduce -3.8% 16,082 $8.6M
Morningstar Investment Services LLC 1.57% Reduce -53.7% 16,077 $8.6M
Old Port Advisors 2.53% Reduce -2.3% 15,996 $8.5M
Heritage Trust Co 1.03% Add +2.1% 15,969 $8.5M
Avidian Wealth Enterprises, LLC 0.38% Add +1.5% 15,965 $8.5M
First PREMIER Bank 2.15% Reduce -0.5% 15,941 $8.5M
Udine Wealth Management, Inc. 5.68% Add +3.3% 15,930 $8.5M
Bank of New Hampshire 2.22% Reduce -7.5% 15,896 $8.5M
Tounjian Advisory Partners, LLC 1.58% — 15,892 $8.5M
First Eagle Investment Management, LLC 0.02% Add +39.9% 15,882 $8.5M
Redmond Asset Management, LLC 2.18% Reduce -0.1% 15,846 $8.4M
Blue Fin Capital, Inc. 1.64% Add +2.5% 15,846 $8.4M
ORG Partners LLC 2.15% Reduce -23.7% 15,811 $8.4M
Fenimore Asset Management Inc 0.18% Reduce -5.3% 15,752 $8.4M
Trust Point Inc. 0.76% Reduce -10.4% 15,735 $8.4M
Brasada Capital Management, LP 1.67% Reduce -1.6% 16,988 $8.4M
SWAN Capital LLC 3.86% Add +2.4% 15,712 $8.4M
Pacifica Partners Inc. 3.82% Reduce -2.5% 15,773 $8.4M
Frank, Rimerman Advisors LLC 0.66% Add +6.2% 15,644 $8.3M
Benedict Financial Advisors Inc. 1.93% Reduce -1.2% 15,614 $8.3M
Signature Estate & Investment Advisors LLC 0.22% Add +14.8% 15,605 $8.3M
Aldebaran Financial Inc. 10.15% Reduce -1.1% 15,598 $8.3M
Blue Zone Wealth Advisors, LLC 2.30% Add +0.4% 15,569 $8.3M
Cardiff Park Advisors, LLC 0.80% Add +0.2% 15,563 $8.3M
Strategic Advisors LLC 1.59% Add +11.0% 15,489 $8.2M
Cross Staff Investments Inc 6.22% Reduce -0.5% 15,469 $8.2M
Apexium Financial, LP 0.49% Reduce -0.1% 15,443 $8.2M
Keeler Thomas Management LLC 4.03% Reduce -28.7% 15,428 $8.2M
Watchman Group, Inc. 2.30% Reduce -4.3% 15,415 $8.2M
CIBC Capital Markets (Europe) S.A. 12.54% No change 15,400 $8.2M
Strategic Planning Group, LLC 1.60% Add +1.2% 15,388 $8.2M
CJM Wealth Advisers, Ltd. 2.89% Add +0.0% 15,368 $8.2M
North Star Investment Management Corp. 0.60% Add +5.5% 15,355 $8.2M
Tevis Investment Management 6.05% No change 17,987 $8.2M
Consolidated Portfolio Review Corp 1.30% Add +128.3% 15,277 $8.1M
Ridgepath Capital Management LLC 3.91% Reduce -30.6% 15,269 $8.1M
Mason & Associates Inc 2.02% Add +2.6% 15,257 $8.1M
Verition Fund Management LLC 0.05% Reduce -14.5% 15,240 $8.1M
Lineweaver Wealth Advisors, LLC 1.38% Add +8.4% 15,234 $8.1M
Pinnacle Bancorp, Inc. 2.64% Add +5.6% 15,222 $8.1M
Global Trust Asset Management, LLC 4.94% Reduce -3.1% 15,206 $8.1M
Private Wealth Group, LLC 4.75% Reduce -43.9% 15,178 $8.1M
Akre Capital Management 0.08% Reduce -0.7% 15,175 $8.1M
Granite Bay Wealth Management, LLC 2.81% Reduce -0.8% 15,164 $8.1M
Independent Investors Inc. 1.71% No change 15,137 $8.1M
Biltmore Family Office, LLC 1.37% Add +6.2% 15,098 $8.0M
TD Private Client Wealth LLC 0.22% Reduce -0.8% 15,049 $8.0M
Consolidated Capital Management, LLC 3.32% Add +185.5% 15,024 $8.0M
Birnam Oak Advisors, LP 3.34% No change 15,000 $8.0M
Stiles Financial Services Inc 3.06% Reduce -0.3% 14,948 $8.0M
Plato Investment Management Ltd 0.67% Reduce -7.9% 14,765 $7.9M
Meridian Wealth Advisors, LLC 1.35% No change 14,899 $7.9M
Savvy Advisors, Inc. 0.80% Add +39.1% 14,844 $7.9M
Thomas Story & Son LLC 3.07% Add +5.0% 14,798 $7.9M
Platform Technology Partners 2.29% Add +7.5% 14,768 $7.9M
Anb Bank 3.51% Reduce -2.4% 14,766 $7.9M
Black Point Wealth Management 45.48% Reduce -73.9% 14,759 $7.9M
Bank of Hawaii 0.45% Reduce -6.1% 14,757 $7.9M
GPS Wealth Strategies Group, LLC 1.06% Reduce -4.5% 14,739 $7.8M
LM Advisors LLC 1.42% Add +2.2% 14,721 $7.8M
Chase Investment Counsel Corp. 2.87% Add +22.6% 14,692 $7.8M
Muirfield Wealth Advisors LLC 6.64% Add +8.5% 14,679 $7.8M
Sonata Capital Group Inc. 3.40% Add +4.0% 14,650 $7.8M
Lake Street Private Wealth, LLC 1.28% Add +2.0% 14,649 $7.8M
Genesee Capital Advisors, LLC 3.88% Add +2.0% 14,555 $7.8M
Inkwell Capital LLC 8.49% Reduce -14.1% 14,554 $7.8M
Correct Capital Wealth Management 1.53% Reduce -0.1% 14,523 $7.7M
Fielder Capital Group LLC 2.23% Reduce -0.6% 14,500 $7.7M
Apriem Advisors 0.90% Reduce -0.3% 14,497 $7.7M
Sky Investment Group LLC 1.46% Reduce -0.1% 14,496 $7.7M
Evergreen Wealth Management, LLC 4.61% Reduce -2.3% 14,494 $7.7M
Arlington Partners LLC 3.02% No change 14,471 $7.7M
Duncan Williams Asset Management, LLC 2.78% Add +2.3% 14,425 $7.7M
Channel Wealth LLC 2.39% Reduce -10.4% 14,416 $7.7M
Carson Advisory Inc. 5.16% Add +3.9% 14,381 $7.7M
Ausdal Financial Partners, Inc. 0.58% Add +34.0% 14,326 $7.6M
City State Bank 2.51% Add +8.1% 14,295 $7.6M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.16% Reduce -0.0% 14,294 $7.6M
Avantax Planning Partners, Inc. 0.27% Reduce -7.9% 14,225 $7.6M
Old National Bancorp 0.20% Reduce -2.1% 14,225 $7.6M
Centre Asset Management, LLC 1.95% New 14,213 $7.6M
Rahlfs Capital, LLC 7.58% No change 14,212 $7.6M
Ascentis Independent Advisors 1.50% Reduce -3.2% 14,203 $7.6M
LVW Advisors, LLC 0.91% Add +0.6% 14,135 $7.5M
Colonial Trust Co / SC 1.16% Reduce -1.0% 14,080 $7.5M
Burling Wealth Partners, LLC 1.58% Add +2.9% 14,047 $7.5M
Csenge Advisory Group 0.42% Reduce -1.4% 14,431 $7.5M
CVA Family Office, LLC 1.14% Add +0.8% 14,021 $7.5M
Confluence Wealth Services, Inc. 0.47% Add +10.0% 14,167 $7.5M
Oldfather Financial Services, LLC 2.83% Add +4.0% 14,013 $7.5M
CLG LLC 2.59% Add +16.9% 14,007 $7.5M
Center for Financial Planning, Inc. 0.95% Reduce -2.2% 13,975 $7.4M
Apollon Financial, LLC 1.76% Add +6.7% 13,955 $7.4M
Bellwether Advisors, LLC 1.55% Add +0.2% 13,934 $7.4M
EverSource Wealth Advisors, LLC 0.41% Reduce -31.4% 13,894 $7.4M
Smartleaf Asset Management LLC 0.71% Add +2.3% 14,058 $7.4M
Ashton Thomas Securities, LLC 2.05% Add +1.6% 13,864 $7.4M
Howard Financial Services, LTD. 1.00% Add +3.4% 13,851 $7.4M
Caisse Des Depots Et Consignations 0.35% New 13,838 $7.4M
TFC Financial Management, Inc. 1.13% Add +7.5% 13,834 $7.4M
Wendell David Associates Inc. 0.73% Reduce -6.8% 13,800 $7.3M
Pointe Capital Management LLC 4.30% Reduce -8.8% 13,796 $7.3M
Brooklyn Investment Group 1.59% Add +34.8% 13,787 $7.3M
Game Plan Financial Advisors, LLC 4.14% New 13,782 $7.3M
RPg Family Wealth Advisory, LLC 2.09% Reduce -5.5% 13,756 $7.3M
Southland Equity Partners LLC 1.71% Add +7.6% 13,756 $7.3M
4J Wealth Management LLC 5.77% Reduce -0.7% 13,746 $7.3M
Trivium Point Advisory, LLC 0.91% Add +3.0% 13,699 $7.3M
Creegan & Nassoura Financial Group, LLC 4.85% Reduce -6.1% 13,675 $7.3M
Waddell & Associates, LLC 0.88% Reduce -0.8% 13,662 $7.3M
Quantum Capital Management, LLC / NJ 0.75% Reduce -0.9% 13,633 $7.3M
Tower Bridge Advisors 0.82% Reduce -2.4% 13,626 $7.3M
Financial Advocates Investment Management 0.51% Reduce -35.6% 13,608 $7.2M
Kingswood Wealth Advisors, LLC 0.66% Reduce -27.3% 13,599 $7.2M
Financial Engines Advisors L.L.C. 0.02% Reduce -4.1% 13,585 $7.2M
Aviso Financial Inc. 0.36% Reduce -4.5% 13,581 $7.2M
Diversify Wealth Management, LLC 0.54% Reduce -2.2% 13,510 $7.2M
Private Trust Co. NA 0.74% Add +1.0% 13,524 $7.2M
D L Carlson Investment Group Inc. 1.38% Reduce -7.5% 13,521 $7.2M
MOKAN Wealth Management Inc. 4.34% Add +0.5% 13,522 $7.2M
Ogorek Anthony Joseph /NY/ 2.37% Add +521.0% 13,519 $7.2M
Brady Family Wealth, LLC 2.30% Reduce -1.1% 13,514 $7.2M
WNY Asset Management, LLC 0.86% Add +8.1% 13,506 $7.2M
Royce & Associates LP 0.08% No change 13,500 $7.2M
Parkside Financial Bank & Trust 0.91% Add +3.8% 13,491 $7.2M
Archford Capital Strategies, LLC 1.05% Add +11.3% 13,491 $7.2M
Samjo Management, LLC 3.05% Reduce -3.3% 13,490 $7.2M
AllGen Financial Advisors, Inc. 2.13% Reduce -6.2% 13,481 $7.2M
Clayton Partners LLC 6.24% Reduce -12.2% 13,473 $7.2M
MSH Capital Advisors LLC 2.21% Reduce -0.2% 13,438 $7.2M
Angeles Wealth Management, LLC 0.59% Reduce -2.6% 13,429 $7.2M
Vienna Asset Management LLC 5.64% Reduce -14.3% 13,418 $7.1M
Patten Group, Inc. 1.64% Reduce -1.0% 13,413 $7.1M
Azimuth Capital Investment Management LLC 0.28% Reduce -3.3% 13,412 $7.1M
TRUE Private Wealth Advisors 0.87% Reduce -7.6% 13,411 $7.1M
RK Asset Management, LLC 6.58% Reduce -3.4% 13,382 $7.1M
Pine Valley Investments Ltd Liability Co 0.46% Add +3.5% 13,352 $7.1M
Smith Asset Management Co., LLC 6.70% Add +6.8% 13,349 $7.1M
Cozad Asset Management Inc. 0.71% Add +0.9% 13,340 $7.1M
Xcel Wealth Management, LLC 2.23% Reduce -8.4% 13,320 $7.1M
Capital Advisors Wealth Management, LLC 1.25% Reduce -2.5% 13,317 $7.1M
Core Wealth Partners LLC 4.11% Add +4.5% 13,257 $7.1M
Strong Tower Advisory Services 1.73% Add +1.9% 14,354 $7.0M
Intrepid Capital Management Inc. 4.24% Add +5.4% 13,172 $7.0M
Journey Strategic Wealth LLC 0.24% Add +11.2% 13,131 $7.0M
Stelac Advisory Services LLC 2.88% Add +1.0% 13,111 $7.0M
Signet Investment Advisory Group, Inc. 3.50% Reduce -7.1% 13,057 $7.0M
Security National Bank of Sioux City Iowa 5.05% Reduce -4.8% 13,051 $7.0M
Lynch & Associates 1.50% Add +0.5% 13,031 $6.9M
First Command Advisory Services, Inc. 0.07% Reduce -3.4% 12,936 $6.9M
Inlight Wealth Management, LLC 4.26% No change 12,934 $6.9M
Galilei Investment Office LLP 3.73% No change 12,920 $6.9M
Trinity Legacy Partners, LLC 1.74% Reduce -3.7% 13,430 $6.9M
Dagco, Inc. 2.22% Add +0.1% 12,908 $6.9M
NJ State Employees Deferred Compensation Plan 0.88% No change 12,900 $6.9M
Eaton Financial Holdings Company, LLC 2.85% Reduce -11.9% 12,899 $6.9M
GAM Holding AG 0.53% Add +217.3% 12,840 $6.8M
Dale Q Rice Investment Management Ltd 3.53% Reduce -0.5% 12,820 $6.8M
Granite Investment Partners, LLC 0.35% No change 12,819 $6.8M
Cornerstone Wealth Management, LLC 0.46% Add +0.0% 12,810 $6.8M
Wambolt & Associates, LLC 2.32% Reduce -0.9% 12,777 $6.8M
Schmidt P J Investment Management Inc. 1.24% Reduce -6.2% 12,754 $6.8M
American Investment Services, Inc. 1.19% Reduce -0.2% 12,744 $6.8M
Y.D. More Investments Ltd 0.59% Add +3.4% 12,712 $6.8M
Dodge & Cox 0.00% Add +0.3% 12,740 $6.8M
Magnus Financial Group LLC 0.66% Add +1.8% 12,734 $6.8M
Norden Group LLC 0.78% Add +0.1% 12,716 $6.8M
Capital Wealth Alliance, LLC 4.04% Add +4.9% 12,695 $6.8M
Forbes J M & Co. LLP 0.65% Reduce -0.5% 12,665 $6.7M
Courier Capital LLC 0.44% Add +26.0% 12,665 $6.7M
S&T Bank 2.20% Reduce -3.4% 12,647 $6.7M
Nvest Financial, LLC 3.60% Reduce -2.2% 12,643 $6.7M
Garrett Wealth Advisory Group, LLC 1.50% Add +2.4% 12,628 $6.7M
Uncommon Cents Investing LLC 1.97% Reduce -2.0% 12,605 $6.7M
FSB Premier Wealth Management, Inc. 2.62% Add +9.6% 12,596 $6.7M
Diligent Investors, LLC 1.63% Reduce -4.9% 12,581 $6.7M
Good Life Advisors, LLC 0.47% Add +11.5% 12,527 $6.7M
Alberta Investment Management Corp 0.05% Add +5.0% 12,500 $6.7M
Autumn Glory Partners, LLC 3.30% Add +0.8% 12,724 $6.7M
Concentrum Wealth Management 2.46% Add +10.7% 12,468 $6.6M
Bonfire Financial 6.11% Add +3.9% 12,453 $6.6M
Clare Market Investments LLC 1.75% Add +16.4% 12,451 $6.6M
Avalon Capital Management 1.92% Add +8.0% 12,441 $6.6M
New Hampshire Trust 1.51% Add +2.4% 12,432 $6.6M
Root Financial Partners, LLC 0.71% New 12,430 $6.6M
Cloverfields Capital Group, LP 2.18% Reduce -6.5% 12,424 $6.6M
Leonteq Securities AG 0.50% Reduce -48.9% 12,418 $6.6M
Hyperion Capital Advisors LP 3.60% No change 12,402 $6.6M
Capital Investment Advisory Services, LLC 0.59% Add +11.7% 12,393 $6.6M
Bragg Financial Advisors, Inc 0.27% Reduce -2.7% 12,381 $6.6M
Osprey Private Wealth LLC 3.91% Add +12.2% 12,375 $6.6M
SMART Wealth LLC 2.36% Reduce -15.9% 12,343 $6.6M
CPC Advisors, LLC 0.90% Add +0.8% 12,340 $6.6M
Generali Investments CEE, investicni spolecnost, a.s. 0.61% Reduce -11.1% 12,340 $6.6M
Kestra Investment Management, LLC 0.13% Add +158.8% 12,516 $6.6M
Fullcircle Wealth LLC 2.70% Add +0.5% 12,362 $6.6M
Ransom Advisory, Ltd 3.24% Reduce -1.6% 12,309 $6.6M
StoneX Group Inc. 0.36% Reduce -1.8% 12,292 $6.5M
LMG Wealth Partners, LLC 1.46% Add +1.4% 12,291 $6.5M
Slow Capital, Inc. 0.88% Add +1.4% 12,277 $6.5M
Interval Partners, LP 0.23% Reduce -50.2% 12,270 $6.5M
Martin & Co. Inc. 1.26% Reduce -2.4% 12,267 $6.5M
McIlrath & Eck, LLC 0.80% Add +12.9% 12,245 $6.5M
Midland Wealth Advisors, LLC 0.38% Add +148.5% 12,245 $6.5M
Ellsworth Advisors, LLC 1.71% Add +0.2% 12,240 $6.5M
Sax Wealth Advisors, LLC 0.47% Add +22.4% 12,227 $6.5M
Birch Financial Group, LLC 5.79% Add +17.2% 12,209 $6.5M
Plante Moran Financial Advisors, LLC 0.56% Reduce -4.0% 12,208 $6.5M
Jacobs & Co. 0.69% Reduce -2.4% 12,195 $6.5M
Pacific Sun Financial Corp 3.68% Reduce -0.6% 12,137 $6.5M
Harbour Investment Management LLC 2.90% Reduce -1.9% 12,037 $6.4M
Cornell Pochily Investment Advisors, Inc. 2.25% Reduce -0.4% 12,036 $6.4M
Hancock Whitney Corp. 0.21% Add +3.4% 12,033 $6.4M
Compass Financial Group, INC 1.21% Add +10.5% 12,008 $6.4M
Keel Point, LLC 0.50% Add +12.5% 11,992 $6.4M
Thurston, Springer, Miller, Herd & Titak, Inc. 1.07% Add +19.9% 11,962 $6.4M
Union Heritage Capital, LLC 2.36% No change 11,916 $6.3M
Fortis Capital Management LLC 1.23% Add +3.5% 11,916 $6.3M
Reynders McVeigh Capital Management, LLC 0.35% Add +3.9% 11,908 $6.3M
San Luis Wealth Advisors LLC 1.43% Reduce -19.7% 11,904 $6.3M
National Philanthropic Trust 0.10% Reduce -31.3% 11,899 $6.3M
BigSur Wealth Management LLC 1.72% Add +4.0% 11,894 $6.3M
Paradigm Capital Management, LLC 6.55% Reduce -12.7% 11,843 $6.3M
Leo Wealth, LLC 0.91% Reduce -54.1% 11,822 $6.3M
Weiss Asset Management LP 0.25% Reduce -5.7% 11,822 $6.3M
DRW Securities, LLC 0.53% Reduce -41.9% 11,815 $6.3M
Capital City Trust Co. 1.72% Reduce -2.4% 11,801 $6.3M
Balboa Wealth Partners 1.52% Add +21.1% 11,794 $6.3M
Atlas Capital Advisors Inc. 0.79% Add +1.7% 11,791 $6.3M
Whitener Capital Management, Inc. 1.78% Reduce -0.4% 11,785 $6.3M
Conning Inc. 0.23% Reduce -0.4% 11,783 $6.3M
Quotient Wealth Partners, LLC 0.20% Add +8.6% 11,777 $6.3M
Weil Company, Inc. 1.87% Add +0.9% 11,775 $6.3M
Compton Wealth Advisory Group, LLC 1.73% Reduce -15.1% 11,738 $6.3M
James Investment Research, Inc. 0.79% Reduce -0.1% 11,723 $6.2M
Gratus Wealth Advisors, LLC 1.02% Reduce -5.5% 11,718 $6.2M
Womack Financial LLC 5.70% Reduce -3.6% 11,695 $6.2M
Wolf Group Capital Advisors 2.09% Reduce -10.7% 11,692 $6.2M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 6.39% Add +431.6% 11,673 $6.2M
Investment Management Associates Inc. 2.54% Add +16.4% 11,674 $6.2M
Bellecapital International Ltd. 1.24% Reduce -0.2% 11,669 $6.2M
Balefire, LLC 2.13% Add +13.1% 11,652 $6.2M
Scott & Selber, Inc. 1.99% Add +0.1% 11,643 $6.2M
Sierra Legacy Group 5.65% No change 11,627 $6.2M
Trust Co of the South 1.29% Add +2.1% 11,618 $6.2M
Parisi Gray Wealth Management 2.02% Add +11.5% 11,615 $6.2M
Versant Capital Management, Inc 1.04% Add +29.4% 11,605 $6.2M
Matrix Asset Advisors Inc. 0.68% Reduce -7.8% 11,591 $6.2M
Resurgent Financial Advisors LLC 3.72% Add +0.6% 11,584 $6.2M
Hedeker Wealth, LLC 1.65% Reduce -3.1% 11,550 $6.2M
Marathon Capital Management 1.64% Reduce -3.2% 11,508 $6.1M
Hillcrest Wealth Advisors - NY, LLC 3.03% No change 11,486 $6.1M
Merrion Investment Management Co, LLC 4.39% Reduce -1.0% 11,479 $6.1M
Nixon Peabody Trust Co. 0.52% Add +2.4% 11,459 $6.1M
Blume Capital Management, Inc. 1.37% Reduce -0.8% 11,448 $6.1M
Stonebridge Capital Management Inc. 2.63% Reduce -5.9% 11,417 $6.1M
Goodman Advisory Group, LLC 1.85% Reduce -7.8% 11,389 $6.1M
Denali Advisors LLC 0.69% Reduce -3.0% 11,360 $6.1M
Resolute Wealth Strategies, LLC 3.37% Reduce -2.0% 11,349 $6.0M
Crewe Advisors LLC 0.85% Reduce -55.7% 11,345 $6.0M
Eagle Capital Management, LLC 2.67% Reduce -0.5% 11,341 $6.0M
Horan Capital Advisors, LLC. 2.04% Reduce -1.5% 11,336 $6.0M
Algert Global LLC 0.15% Add +8.6% 11,336 $6.0M
Northwest Wealth Management, LLC 1.20% Add +0.7% 11,324 $6.0M
Ballast Advisors LLC 1.92% Add +2.1% 11,320 $6.0M
McAlister, Sweet & Associates, Inc. 4.56% Add +0.7% 11,316 $6.0M
Ibex Wealth Advisors 0.80% Add +16.0% 11,310 $6.0M
Fischer Financial Services, Inc. 1.94% Add +2.5% 11,305 $6.0M
Priebe Wealth Holdings LLC 3.75% Add +3.0% 11,298 $6.0M
R.H. Investment Group, LLC 5.78% Reduce -0.1% 11,291 $6.0M
Calamos Wealth Management LLC 0.30% Add +8.7% 11,285 $6.0M
Everhart Financial Group, Inc. 0.82% Add +6.2% 11,281 $6.0M
Bravias Capital Group, LLC 4.87% Add +3.6% 11,273 $6.0M
Compass Ion Advisors, LLC 0.71% Reduce -0.5% 11,269 $6.0M
Pilgrim Partners Asia Pte Ltd 5.68% Reduce -8.2% 11,250 $6.0M
Supplemental Annuity Collective Trust of NJ 1.88% No change 11,250 $6.0M
QV Investors Inc. 0.60% Add +6.3% 11,241 $6.0M
Flagstone Financial Management 1.93% Add +1.2% 11,233 $6.0M
Griffin Asset Management, Inc. 0.73% Add +1.7% 11,198 $6.0M
Baker Avenue Asset Management, LP 0.19% Add +7.0% 11,186 $6.0M
Fortis Group Advisors, LLC 1.16% Add +600.3% 11,183 $6.0M
SGL Investment Advisors, Inc. 3.12% Add +1.6% 11,603 $6.0M
Bernard Wealth Management Corp. 2.89% Reduce -0.5% 11,120 $5.9M
Erste Asset Management GmbH 0.08% Add +6.6% 11,087 $5.9M
MBL Wealth, LLC 0.60% Reduce -0.7% 11,099 $5.9M
CFM Wealth Partners LLC 1.04% Add +8.5% 11,070 $5.9M
Webster Bank, N. A. 0.65% Reduce -0.1% 11,067 $5.9M
Sterling Investment Counsel, LLC 2.02% Add +46.9% 11,059 $5.9M
Dover Advisors, LLC 2.56% Add +82.5% 11,041 $5.9M
MIdWestOne Financial Group, Inc. 0.83% Add +4.3% 11,032 $5.9M
Delta Asset Management LLC 0.56% Reduce -16.4% 11,026 $5.9M
L. Roy Papp & Associates, LLP 0.72% Add +10.9% 11,020 $5.9M
Fiera Capital Corp 0.02% Reduce -2.9% 11,016 $5.9M
Bislett Management, LLC 4.15% No change 11,000 $5.9M
Lanark Financial, Inc. 0.50% — 11,001 $5.9M
Silicon Valley Capital Partners 0.77% Reduce -63.1% 11,125 $5.9M
Sloy Dahl & Holst, LLC 1.02% Reduce -0.6% 10,988 $5.9M
L2 Asset Management, LLC 1.20% Add +47.0% 10,986 $5.9M
NRI Wealth Management LC 4.31% Add +39.3% 10,948 $5.8M
Acropolis Investment Management, LLC 0.35% Add +2.2% 10,943 $5.8M
CRA Financial Services, LLC 1.00% Add +2.0% 10,941 $5.8M
Sivia Capital Partners, LLC 2.72% Reduce -6.0% 10,927 $5.8M
X-Square Capital, LLC 2.50% Add +2.5% 10,920 $5.8M
Baker Tilly Wealth Management, LLC 2.28% Add +0.9% 10,920 $5.8M
Essex Bank 1.43% Add +1.8% 10,920 $5.8M
Curtis Advisory Group, LLC 1.71% Reduce -0.5% 10,911 $5.8M
Formidable Asset Management, LLC 0.97% Add +1.6% 10,911 $5.8M
Cohen & Steers, Inc. 0.01% Add +9.0% 10,907 $5.8M
Central Pacific Bank - Trust Division 0.84% Reduce -4.9% 10,896 $5.8M
HCR Wealth Advisors 0.75% Reduce -0.1% 10,883 $5.8M
Investment House LLC 0.33% Reduce -52.2% 10,867 $5.8M
Gallacher Capital Management LLC 2.82% No change 10,859 $5.8M
NavPoint Financial, Inc. 4.07% No change 10,855 $5.8M
First National Bank Sioux Falls 2.33% Reduce -4.7% 10,832 $5.8M
Basepoint Wealth LLC 4.50% Reduce -3.5% 10,804 $5.8M
Certuity, LLC 0.60% Add +0.7% 10,812 $5.7M
AIMZ Investment Advisors, LLC 2.01% Reduce -0.8% 10,793 $5.7M
Marks Group Wealth Management, Inc 0.55% Add +0.4% 10,767 $5.7M
First Citizens Financial Corp 3.24% Add +3.4% 10,758 $5.7M
J. W. Coons Advisors, LLC 1.51% Reduce -3.1% 10,730 $5.7M
Trust Co 0.68% Add +3.4% 10,723 $5.7M
Leibman Financial Services, Inc. 4.43% Reduce -3.1% 10,701 $5.7M
Allred Capital Management, LLC 2.28% Add +0.2% 10,696 $5.7M
Summitry LLC 0.29% Reduce -87.8% 10,675 $5.7M
Highline Wealth Partners LLC 1.91% Add +0.1% 10,638 $5.7M
Tiller Private Wealth, Inc. 2.36% Reduce -0.9% 10,636 $5.7M
Advisory Alpha, LLC 0.19% Add +5.3% 10,637 $5.7M
Delta Financial Advisors LLC 2.13% Add +0.1% 10,635 $5.7M
ING Groep NV 0.04% Add +577.5% 10,630 $5.7M
180 Wealth Advisors, LLC 0.90% Add +17.1% 10,627 $5.7M
Millstone Evans Group, LLC 3.84% No change 10,613 $5.7M
JPL Wealth Management, LLC 1.61% Add +17.5% 10,612 $5.7M
Rossmore Private Capital 0.69% Add +2.0% 10,586 $5.6M
Nova R Wealth, Inc. 2.79% Reduce -0.9% 10,585 $5.6M
Capstone Wealth Management Group LLC 4.50% Reduce -0.9% 10,584 $5.6M
Wealth Alliance Advisory Group, LLC 1.17% Add +12.2% 10,575 $5.6M
Madison Park Capital Advisors, LLC 4.94% Reduce -3.9% 10,573 $5.6M
Wescott Financial Advisory Group, LLC 0.58% Add +0.5% 10,526 $5.6M
Artemis Wealth Advisors, LLC 1.01% No change 10,492 $5.6M
Silver Oak Securities, Incorporated 0.52% Add +5.3% 10,612 $5.6M
Institute for Wealth Management, LLC. 0.72% Reduce -0.1% 10,465 $5.6M
Advisors Asset Management, Inc. 0.10% Reduce -14.2% 10,465 $5.6M
Meridian Investment Counsel Inc. 1.64% Add +14.1% 10,449 $5.6M
LBMC Investment Advisors, LLC 0.43% Add +2.4% 10,446 $5.6M
Soltis Investment Advisors LLC 0.50% Reduce -3.0% 10,432 $5.6M
Johnson Bixby & Associates, LLC 0.83% Add +1.6% 10,403 $5.5M
Oakworth Capital, Inc. 0.39% Add +10.4% 10,400 $5.5M
Legacy Financial Group LLC 0.85% Reduce -4.2% 10,365 $5.5M
Bill Few Associates, Inc. 1.97% Add +3.8% 10,354 $5.5M
Legacy Financial Strategies, LLC 1.20% Reduce -2.2% 10,350 $5.5M
Marino, Stram & Associates LLC 1.22% Add +1.9% 10,331 $5.5M
Palumbo Wealth Management LLC 1.84% Add +38.5% 10,328 $5.5M
Brown, Lisle/Cummings, Inc. 1.59% Add +10.8% 10,319 $5.5M
Jump Financial, LLC 0.08% Reduce -82.2% 10,309 $5.5M
National Wealth Management Group, LLC 3.61% Add +1.0% 10,308 $5.5M
Aire Advisors, LLC 1.16% Reduce -14.0% 10,302 $5.5M
Horizon Family Wealth, Inc. 3.66% Reduce -1.4% 10,301 $5.5M
Alexander Labrunerie & Co., Inc. 2.40% Reduce -0.1% 10,298 $5.5M
Concord Wealth Partners 0.90% Reduce -3.7% 10,297 $5.5M
Sumitomo Life Insurance Co. 0.20% Reduce -1.5% 10,293 $5.5M
Focused Wealth Management, Inc 0.75% Reduce -0.1% 10,290 $5.5M
Concentric Capital Strategies, LP 0.55% Add +469.5% 10,257 $5.5M
Truepoint, Inc. 0.15% Add +28.3% 7,257 $5.5M
Heartland Advisors Inc. 0.31% Reduce -0.6% 10,249 $5.5M
Canvas Wealth Advisors, LLC 1.40% Add +3.2% 10,473 $5.5M
Westbourne Investments, Inc. 3.30% Add +23.0% 10,235 $5.5M
Regent Peak Wealth Advisors LLC 1.29% Add +0.3% 10,225 $5.4M
Waters Parkerson & Co., LLC 0.29% Reduce -0.1% 10,225 $5.4M
Cypress Wealth Services, LLC 1.10% Reduce -0.8% 10,212 $5.4M
J. Safra Sarasin Holding AG 0.10% Add +9.1% 10,284 $5.4M
AdvisorNet Financial, Inc 0.40% Reduce -6.0% 10,200 $5.4M
Personal Cfo Solutions, LLC 1.10% Add +2.3% 10,193 $5.4M
Van Cleef Asset Management,Inc 0.61% Reduce -3.8% 10,172 $5.4M
BWM Planning, LLC 2.29% No change 10,167 $5.4M
Professional Financial Advisors, LLC 1.37% Add +1.5% 10,163 $5.4M
First City Capital Management, Inc. 3.24% Reduce -0.9% 10,143 $5.4M
Global Endowment Management, LP 0.70% Reduce -34.2% 10,111 $5.4M
GS Investments, Inc. 2.54% Reduce -1.3% 10,102 $5.4M
Sonora Investment Management Group, LLC 0.43% Add +3.3% 10,064 $5.4M
Godshalk Welsh Capital Management, Inc. 3.51% Add +0.6% 10,063 $5.4M
Napatree Capital LLC 3.00% Add +3.0% 10,022 $5.3M
Boston Partners 0.01% Reduce -33.1% 10,010 $5.3M
Tru Independence Asset Management 2, LLC 3.98% Reduce -0.5% 9,991 $5.3M
Seamount Financial Group Inc. 3.62% Add +0.7% 9,991 $5.3M
Financially Speaking Inc 3.92% Reduce -2.3% 9,987 $5.3M
Hixon Zuercher, LLC 1.88% Add +0.1% 9,986 $5.3M
Klingman & Associates, LLC 0.32% Add +6.3% 9,965 $5.3M
Dudley Capital Management, LLC 2.83% Reduce -4.1% 9,938 $5.3M
Vickerman Investment Advisors, Inc. 1.20% Reduce -11.2% 9,936 $5.3M
RFG - Bristol Wealth Advisors, LLC 1.77% Add +0.3% 9,903 $5.3M
Bull Street Advisors, LLC 2.53% No change 9,903 $5.3M
Avaii Wealth Management, LLC 2.81% Reduce -11.7% 9,888 $5.3M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.31% No change 9,892 $5.3M
LWM Advisory Services, LLC 3.65% Add +10.9% 9,873 $5.3M
Lathrop Investment Management Co. 1.04% Reduce -0.3% 9,858 $5.3M
Quadcap Wealth Management, LLC 0.76% Reduce -1.0% 9,852 $5.2M
BOK Financial Private Wealth, Inc. 0.39% Add +12.1% 9,845 $5.2M
Family Manage LLC 0.86% Reduce -0.4% 9,829 $5.2M
Pinnacle Wealth Planning Services, Inc. 0.79% Add +11.2% 9,818 $5.2M
Catalyst Financial Partners LLC 0.96% Add +2.4% 9,813 $5.2M
WealthShield Partners, LLC 0.67% Add +116.8% 9,808 $5.2M
Dash Acquisitions Inc. 1.16% Reduce -5.5% 10,199 $5.2M
JSF Financial, LLC 1.38% Add +3.3% 9,795 $5.2M
Cidel Asset Management Inc. 0.34% New 9,775 $5.2M
J. Stern & Co. LLP 0.50% No change 9,755 $5.2M
Lantz Financial LLC 1.42% Add +0.1% 9,733 $5.2M
Nvwm, LLC 1.38% Add +0.9% 9,733 $5.2M
Americana Partners, LLC 0.20% Add +20.3% 9,698 $5.2M
Garden State Investment Advisory Services LLC 1.65% Reduce -0.1% 9,709 $5.2M
Tilia Fiduciary Partners, Inc. 3.44% Reduce -6.7% 9,686 $5.2M
Mengis Capital Management, Inc. 1.08% Add +0.3% 9,685 $5.2M
SRH Advisors, LLC 1.59% Add +0.1% 9,673 $5.2M
Alpha Omega Wealth Management LLC 0.98% Add +5.6% 9,666 $5.1M
Red Mountain Financial, LLC 6.27% Add +0.8% 9,654 $5.1M
Morse Asset Management, Inc 1.31% Add +0.2% 9,652 $5.1M
Modus Advisors, LLC 1.68% Add +2.0% 9,637 $5.1M
Permanens Capital L.P. 0.93% Reduce -20.7% 9,636 $5.1M
Tiemann Investment Advisors, LLC 2.33% Reduce -5.1% 9,635 $5.1M
L & S Advisors Inc 0.72% Add +386.9% 9,616 $5.1M
Regal Investment Advisors LLC 0.41% Reduce -43.3% 9,614 $5.1M
Rede Wealth, LLC 1.81% Reduce -0.1% 9,612 $5.1M
CoreCap Advisors, LLC 0.23% Add +13.1% 9,606 $5.1M
Jackson Wealth Management, LLC 0.62% Reduce -1.3% 9,599 $5.1M
HF Advisory Group, LLC 2.23% Add +7.8% 9,598 $5.1M
Taylor Financial Group, Inc. 3.55% No change 9,593 $5.1M
R.H. Dinel Investment Counsel, Inc. 3.47% No change 9,550 $5.1M
EagleClaw Capital Managment, LLC 0.80% Reduce -5.7% 9,544 $5.1M
IMS Capital Management 2.56% Reduce -0.1% 9,535 $5.1M
Alta Advisers Ltd 2.14% Add +56.1% 9,455 $5.0M
Spectrum Asset Management, Inc. (NB/CA) 2.24% Add +4.6% 9,453 $5.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.40% Reduce -3.8% 9,438 $5.0M
Continuum Advisory, LLC 0.65% Add +16.1% 9,445 $5.0M
NorthStar Asset Management LLC 3.14% Reduce -0.9% 9,418 $5.0M
eCIO, Inc. 2.00% — 9,391 $5.0M
Roman Butler Fullerton & Co. 1.95% Add +3.6% 9,460 $5.0M
Searle & Co. 1.43% Reduce -0.2% 9,367 $5.0M
Verus Capital Partners, LLC 0.50% Add +21.1% 9,352 $5.0M
Cape Cod Five Cents Savings Bank 0.46% No change 10,799 $5.0M
Simplicity Wealth,LLC 0.39% Reduce -14.9% 9,322 $5.0M
Sage Advisors, LLC 3.49% Add +1.4% 9,321 $5.0M
First National Advisers, LLC 0.79% Add +0.6% 9,308 $5.0M
Arrow Financial Corp 0.55% Reduce -35.7% 9,302 $5.0M
Sunbelt Securities, Inc. 0.44% Add +2.8% 9,300 $5.0M
Waterloo Capital, L.P. 0.46% Add +28.9% 9,295 $5.0M
Sepio Capital, LP 0.39% Reduce -13.2% 9,284 $4.9M
Harfst & Associates, Inc. 1.14% Reduce -16.3% 9,249 $4.9M
HBW Advisory Services LLC 0.70% Add +3.5% 9,245 $4.9M
Rockingstone Advisors LLC 2.21% Add +1.8% 9,239 $4.9M
Washington Trust Bank 0.49% Reduce -7.6% 9,211 $4.9M
Garde Capital, Inc. 0.28% Add +0.9% 9,204 $4.9M
LPWM LLC 1.58% Add +1.6% 9,200 $4.9M
Sava Infond d.o.o. 0.93% Reduce -13.2% 9,190 $4.9M
Bluespring Wealth Management, LLC 0.50% Add +0.6% 9,183 $4.9M
Skyline Advisors, Inc. 1.92% Reduce -0.3% 9,168 $4.9M
Kwmg, LLC 0.50% Add +2.1% 9,164 $4.9M
Pinkerton Wealth, LLC 0.63% Reduce -0.8% 9,153 $4.9M
XXEC, Inc. 4.21% Reduce -5.2% 9,130 $4.9M
Dorsey Wright & Associates 1.24% Add +2.0% 9,129 $4.9M
Portside Wealth Group, LLC 0.79% Add +7.3% 9,106 $4.8M
Marcum Wealth, LLC 0.42% Add +0.5% 9,098 $4.8M
Weaver Capital Management LLC 1.29% Add +11.3% 9,084 $4.8M
Valley National Advisers Inc. 0.87% Add +0.1% 9,080 $4.8M
Pine Haven Investment Counsel, Inc 4.05% Reduce -2.3% 9,070 $4.8M
Adirondack Trust Co. 1.88% Reduce -0.8% 9,048 $4.8M
Norway Savings Bank 2.74% Add +0.2% 9,045 $4.8M
Oak Family Advisors, LLC 2.00% Reduce -17.3% 9,045 $4.8M
Phoenix Wealth Advisors 2.09% Reduce -0.5% 9,025 $4.8M
Deane Retirement Strategies, Inc. 2.29% Add +2.9% 9,023 $4.8M
Sterling Investment Advisors, Ltd. 1.15% Reduce -0.2% 8,998 $4.8M
America First Investment Advisors, LLC 1.01% Reduce -0.2% 8,987 $4.8M
First American Trust, FSB 0.44% Reduce -0.6% 8,987 $4.8M
Chaney Capital Management, Inc. 2.13% Add +2.3% 8,986 $4.8M
Physicians Financial Services, Inc. 1.52% No change 8,985 $4.8M
TTP Investments, Inc. 2.02% Add +12.5% 8,982 $4.8M
Kaye Capital Management 1.95% Add +5.1% 8,977 $4.8M
TFR Capital, LLC. 1.99% Add +24.3% 8,968 $4.8M
Premier Path Wealth Partners, LLC 0.74% Add +4.0% 8,948 $4.8M
GSG Advisors LLC 1.56% Add +10.6% 9,124 $4.8M
Lodestar Private Asset Management LLC 0.60% Reduce -2.8% 8,926 $4.8M
My Personal CFO, LLC 2.39% Add +2.7% 8,908 $4.7M
Smith, Moore & Co. 0.44% Reduce -2.2% 8,898 $4.7M
Brandywine Oak Private Wealth LLC 0.46% Reduce -5.5% 8,894 $4.7M
Clearstead Trust, LLC 1.05% Add +2.1% 8,865 $4.7M
Patton Albertson Miller Group, LLC 0.70% Reduce -0.2% 8,848 $4.7M
Herbst Group, LLC 3.33% Reduce -2.8% 8,841 $4.7M
Orser Capital Management, LLC 3.46% Add +1.1% 8,840 $4.7M
Epiq Partners, LLC 2.62% Reduce -9.2% 8,833 $4.7M
American Money Management, LLC 0.89% Reduce -6.5% 8,813 $4.7M
Annex Advisory Services, LLC 0.13% Add +34.6% 8,810 $4.7M
Cadence Bank 0.34% Add +0.5% 8,809 $4.7M
Winthrop Advisory Group LLC 0.56% Add +0.5% 8,808 $4.7M
NTV Asset Management LLC 0.62% Reduce -3.8% 8,804 $4.7M
Pacific Center for Financial Services 1.24% Add +0.0% 8,795 $4.7M
Oarsman Capital, Inc. 0.84% Reduce -1.3% 8,786 $4.7M
Sheaff Brock Investment Advisors, LLC 0.43% Add +0.2% 8,779 $4.7M
GTS Securities LLC 0.20% Reduce -41.3% 8,776 $4.7M
Bouchey Financial Group, Ltd. 0.42% Add +0.2% 8,770 $4.7M
Olstein Capital Management, L.P. 0.86% Reduce -33.2% 8,750 $4.7M
Heritage Wealth Partners, LLC 7.10% Add +50.7% 8,747 $4.7M
Independence Bank of Kentucky 0.73% Reduce -0.8% 8,733 $4.7M
Horizon Investments, LLC 0.14% Add +17.1% 8,724 $4.6M
TCV Trust & Wealth Management, Inc. 0.43% Reduce -1.2% 8,719 $4.6M
Holderness Investments Co. 1.08% Add +4.9% 8,703 $4.6M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.52% Reduce -1.8% 8,701 $4.6M
LaFleur & Godfrey LLC 0.63% Add +3.0% 8,685 $4.6M
Baring Financial LLC 3.88% Reduce -1.0% 8,675 $4.6M
Western Pacific Wealth Management, LP 4.18% No change 8,674 $4.6M
Novem Group 0.65% Add +11.7% 8,671 $4.6M
Optas, LLC 0.80% Add +4.3% 8,658 $4.6M
KPP Advisory Services LLC 0.88% Add +233.7% 8,656 $4.6M
Crosspoint Financial, LLC 13.34% — 8,649 $4.6M
Idaho Trust Co 1.88% Add +764.0% 8,640 $4.6M
Hodges Capital Management Inc. 0.46% Reduce -31.4% 8,628 $4.6M
Freedom Day Solutions, LLC 1.41% Reduce -3.9% 8,626 $4.6M
Forte Capital LLC 0.54% Reduce -1.0% 8,614 $4.6M
Kornitzer Capital Management Inc. 0.10% Add +8.9% 8,608 $4.6M
FWL Investment Management, LLC 1.70% Reduce -1.1% 8,600 $4.6M
RKL Wealth Management LLC 0.43% Add +0.6% 8,589 $4.6M
Deltec Asset Management LLC 0.98% No change 8,578 $4.6M
Patten & Patten Inc. 0.30% Reduce -0.5% 8,554 $4.6M
Vance Wealth, LLC 1.71% Add +1.3% 8,542 $4.5M
Islay Capital Management, LLC 3.09% Reduce -10.8% 8,539 $4.5M
Chapin Davis, Inc. 1.55% Reduce -3.1% 8,529 $4.5M
Gradient Capital Advisors, LLC 1.48% Add +2.8% 8,520 $4.5M
Huntleigh Advisors, Inc. 0.76% Add +2.2% 8,519 $4.5M
Sterling Capital Management LLC 0.07% Add +0.4% 8,518 $4.5M
Cumberland Partners Ltd 0.35% Reduce -2.9% 8,517 $4.5M
KKM Financial LLC 1.92% Reduce -4.3% 8,507 $4.5M
Drucker Wealth 3.0, LLC 1.00% Reduce -8.3% 8,503 $4.5M
Clarity Capital Advisors, LLC 2.97% No change 8,501 $4.5M
Traphagen Investment Advisors LLC 0.47% Reduce -5.5% 8,496 $4.5M
Samalin Investment Counsel, LLC 1.84% Add +11.7% 8,494 $4.5M
Cim Investment Management Inc. 1.03% Reduce -0.1% 8,489 $4.5M
Evelyn Partners Asset Management Ltd 1.26% Add +2.8% 8,467 $4.5M
Pullen Investment Management, LLC 2.84% Reduce -2.8% 8,455 $4.5M
Stonebridge Financial Group, LLC 0.48% New 8,430 $4.5M
Weatherly Asset Management L. P. 0.40% Add +0.7% 8,425 $4.5M
Partners Wealth Management, LLC 5.07% Reduce -1.2% 8,404 $4.5M
General Partner, Inc. 2.91% No change 8,380 $4.5M
Addison Advisors LLC 1.22% Reduce -0.0% 8,372 $4.5M
Long Island Wealth Management, Inc. 2.71% Reduce -0.2% 8,344 $4.4M
Quent Capital, LLC 0.47% Add +3.1% 8,338 $4.4M
Alesco Advisors, LLC, An ESL Co 0.14% No change 8,332 $4.4M
Greater Midwest Financial Group, LLC 3.08% Add +5.7% 8,306 $4.4M
Hartford Financial Management Inc. 0.91% Reduce -2.0% 8,302 $4.4M
E&G Advisors, LLC 1.24% Add +0.6% 8,258 $4.4M
Cable Hill Partners, LLC 0.43% Add +8.7% 8,244 $4.4M
Magnolia Capital Advisors LLC 1.19% Add +3.7% 8,243 $4.4M
FourThought Financial Partners, LLC 0.46% Add +15.1% 8,229 $4.4M
Meiji Yasuda Life Insurance Co 0.09% Reduce -12.6% 8,229 $4.4M
Raiffeisen Bank International AG 0.07% Add +12.0% 8,318 $4.4M
Insight Advisors, LLC/ PA 0.77% Reduce -1.1% 8,224 $4.4M
Broadleaf Partners, LLC 1.14% Add +250.9% 8,203 $4.4M
VeraBank, N.A. 1.22% Add +4.0% 8,189 $4.4M
Relyea Zuckerberg Hanson LLC 0.59% Add +2.2% 8,177 $4.4M
Capital Advisory Group Advisory Services, LLC 1.66% Add +3.1% 8,157 $4.3M
Schnieders Capital Management LLC 0.93% Reduce -12.8% 8,153 $4.3M
DSG Capital Advisors, LLC 0.88% Reduce -0.4% 8,146 $4.3M
Flagship Wealth Advisors, LLC 1.82% Add +1.7% 8,130 $4.3M
Finivi Inc. 3.48% Add +3.3% 8,121 $4.3M
Wynn Capital, LLC 2.57% Reduce -0.7% 8,117 $4.3M
Florida Financial Advisors, LLC 1.70% Add +64.5% 8,113 $4.3M
Childress Capital Advisors, LLC 1.25% Add +2.2% 8,098 $4.3M
Hardin Capital Partners, LLC 2.64% Add +2.0% 8,091 $4.3M
Crescent Grove Advisors, LLC 0.45% Reduce -1.0% 8,078 $4.3M
Dupree Financial Group, LLC 1.85% Reduce -61.4% 8,077 $4.3M
Davidson Trust Co. 2.04% Add +63.8% 8,041 $4.3M
Kesler, Norman & Wride, LLC 0.81% Add +23.4% 8,039 $4.3M
Aviso Wealth Management 2.27% Reduce -4.4% 8,029 $4.3M
Dimension Capital Management LLC 0.76% Reduce -0.6% 8,019 $4.3M
Beacon Investment Advisory Services, Inc. 0.20% Reduce -20.1% 8,010 $4.3M
Woodard & Co. Asset Management Group Inc. 0.89% Reduce -22.6% 7,992 $4.3M
Gibson Capital, LLC 0.89% Reduce -2.8% 7,982 $4.3M
Concord Asset Management, LLC 0.94% Reduce -16.3% 8,059 $4.2M
Aurora Private Wealth, Inc. 3.39% Add +0.8% 7,968 $4.2M
Aberdeen Wealth Management LLC 2.92% Reduce -14.9% 7,962 $4.2M
Crux Wealth Advisors 2.20% Add +33.5% 7,952 $4.2M
Legacy Private Trust Co. 0.29% Add +1.1% 7,950 $4.2M
Strategic Investment Solutions, Inc. 1.23% Add +3.0% 7,944 $4.2M
Curbstone Financial Management Corp 0.89% Reduce -1.0% 7,908 $4.2M
Gilliland Jeter Wealth Management LLC 1.49% No change 7,906 $4.2M
Rebalance, LLC 0.31% Add +2.1% 7,905 $4.2M
Ballast, Inc. 1.19% Add +30.4% 7,892 $4.2M
GFG Capital, LLC 1.28% Add +5.4% 7,864 $4.2M
Capital Investment Counsel, LLC 0.69% Add +2.8% 7,861 $4.2M
CHICAGO TRUST Co NA 0.78% Reduce -5.1% 7,853 $4.2M
Alpine Bank Wealth Management 0.67% — 7,848 $4.2M
New England Research & Management, Inc. 2.12% No change 7,845 $4.2M
RMR Wealth Builders 0.44% Add +0.8% 7,827 $4.2M
LRI Investments, LLC 0.40% Add +2.0% 7,811 $4.2M
Mendota Financial Group, LLC 4.51% Reduce -65.1% 7,810 $4.2M
Prairiewood Capital, LLC 1.69% Reduce -1.8% 7,800 $4.2M
MGB Wealth Management, LLC 1.50% Add +3.7% 7,846 $4.2M
Nabity-Jensen Investment Management Inc 3.30% Reduce -0.1% 7,787 $4.1M
WealthTrust Axiom LLC 1.26% Reduce -3.9% 7,771 $4.1M
ZWJ Investment Counsel Inc. 0.17% Reduce -3.2% 7,768 $4.1M
Lodestone Wealth Management LLC 2.20% Reduce -2.5% 7,756 $4.1M
Harvest Fund Management Co., Ltd 0.20% Add +11.3% 7,738 $4.1M
JB Capital LLC 0.23% Reduce -9.5% 7,739 $4.1M
Cadent Capital Advisors, LLC 1.56% Reduce -0.9% 7,721 $4.1M
Wealth Alliance, LLC 0.50% Add +4.7% 7,716 $4.1M
GeoWealth Management, LLC 0.16% Reduce -40.9% 7,697 $4.1M
Advisor OS, LLC 0.47% Add +7.7% 7,688 $4.1M
Novak & Powell Financial Services, Inc. 2.55% Reduce -4.2% 7,688 $4.1M
Twin Lakes Capital Management, LLC 2.76% Reduce -1.6% 7,683 $4.1M
Hikari Power Ltd 0.32% No change 7,670 $4.1M
Drum Hill Capital, LLC 4.81% Reduce -1.9% 7,658 $4.1M
Richmond Brothers, Inc. 2.57% Reduce -11.8% 7,647 $4.1M
FSM Wealth Advisors, LLC 0.92% Add +13.3% 7,639 $4.1M
Nikulski Financial, Inc. 1.23% Reduce -0.2% 7,637 $4.1M
Retirement Planning Group, LLC 0.19% Add +13.3% 7,631 $4.1M
Hurlow Wealth Management Group, Inc. 1.27% Reduce -1.3% 7,607 $4.1M
Alps Advisors Inc. 0.02% Add +25.7% 7,603 $4.0M
BIP Wealth, LLC 0.26% Add +0.6% 7,594 $4.0M
Capasso Planning Partners LLC 1.69% Reduce -17.4% 7,594 $4.0M
Mosaic Family Wealth Partners, LLC 0.58% Reduce -0.0% 7,594 $4.0M
Adero Partners, LLC 0.26% Add +3.2% 7,590 $4.0M
Independent Family Office, LLC 2.12% Reduce -0.6% 7,583 $4.0M
Aull & Monroe Investment Management Corp 2.01% No change 7,581 $4.0M
Old Mission Investment Co LLC 1.21% Add +1.1% 7,573 $4.0M
Semmax Financial Advisors Inc. 1.08% Reduce -10.9% 7,796 $4.0M
Channing Global Advisors, LLC 2.72% Add +0.2% 7,514 $4.0M
Westshore Wealth, LLC 1.70% No change 7,513 $4.0M
Keynote Financial Services LLC 2.88% Add +2.1% 7,511 $4.0M
Bretton Capital Management, LLC 3.78% No change 7,500 $4.0M
Vestor Capital, LLC 0.33% Reduce -0.0% 7,494 $4.0M
Wimmer Associates 1, LLC 2.10% Reduce -3.0% 7,793 $4.0M
Journey Advisory Group, LLC 0.33% Reduce -8.0% 7,469 $4.0M
Evermay Wealth Management LLC 0.52% Reduce -4.1% 7,454 $4.0M
Cortland Associates Inc. 0.48% No change 7,452 $4.0M
WT Wealth Management 1.29% New 7,448 $4.0M
Diversify Advisory Services, LLC 0.25% Add +3.4% 7,403 $4.0M
Diversified Enterprises, LLC 0.33% Add +7.1% 7,426 $4.0M
Turn8 Private Wealth Inc. 3.09% Add +1.9% 7,420 $4.0M
China Universal Asset Management Co., Ltd. 0.37% Add +12.7% 7,397 $3.9M
Tufton Capital Management 0.76% Reduce -0.9% 7,394 $3.9M
Pension & Wealth Management Advisors, Inc. 1.46% Add +1.6% 7,391 $3.9M
Next Capital Management LLC 1.89% Reduce -4.6% 7,386 $3.9M
First Western Trust Bank 0.19% Reduce -0.9% 7,383 $3.9M
Paragon Private Wealth Management, LLC 1.82% Reduce -9.6% 7,375 $3.9M
Lyell Wealth Management, LP 0.37% Add +10.5% 7,375 $3.9M
Smith Anglin Financial, LLC 0.42% Add +2.2% 7,367 $3.9M
Cathy Pareto & Associates, Inc. 3.47% Reduce -0.3% 7,362 $3.9M
Kathmere Capital Management, LLC 0.33% Add +5.3% 7,351 $3.9M
Papamarkou Wellner Asset Management inc. 2.72% Reduce -0.0% 7,342 $3.9M
Peachtree Investment Partners, LLC 1.54% Add +12.1% 7,327 $3.9M
Triangle Securities Wealth Management 1.00% Reduce -1.9% 7,324 $3.9M
Guardian Financial Partners, LLC 1.86% Add +3.2% 7,317 $3.9M
IPG Investment Advisors LLC 0.88% Reduce -0.3% 7,303 $3.9M
Lewis Asset Management, LLC 3.22% Add +3.2% 7,302 $3.9M
Guidance Capital, Inc. 1.19% Add +0.9% 7,203 $3.9M
Inspire Trust Co, N.A. 0.92% Add +10.6% 7,300 $3.9M
Firethorn Wealth Partners, LLC 1.85% Add +1.5% 7,287 $3.9M
Lester Murray Antman dba SimplyRich 1.12% No change 7,278 $3.9M
MCF Advisors LLC 0.28% Add +1.4% 7,273 $3.9M
Field & Main Bank 1.37% Reduce -0.3% 7,272 $3.9M
Lowe Brockenbrough & Co. Inc. 0.25% Add +6.2% 7,263 $3.9M
Legacy Bridge, LLC 2.16% Add +4.0% 7,256 $3.9M
Hourglass Capital, LLC 1.01% Add +0.4% 7,255 $3.9M
Magnolia Capital Management Ltd. 3.31% Add +7.5% 7,246 $3.9M
Jupiter Wealth Management LLC 2.34% Reduce -12.0% 7,528 $3.9M
Ables, Iannone, Moore & Associates, Inc. 2.62% Reduce -8.5% 7,230 $3.9M
Keystone Financial Services 1.47% Reduce -2.8% 7,230 $3.9M
Capital Planning Advisors, LLC 0.59% Reduce -6.2% 7,225 $3.8M
Stillwater Wealth Management Group 3.33% Add +16.3% 7,213 $3.8M
Aufman Associates Inc 2.64% Reduce -3.3% 7,204 $3.8M
Fox Hill Wealth Management 2.26% Add +7.8% 7,178 $3.8M
Bey-Douglas LLC 3.48% Reduce -1.0% 7,171 $3.8M
KLCM Advisors, Inc. 0.45% Reduce -0.1% 7,165 $3.8M
Wealthcare Capital Partners, LLC 1.95% Add +0.7% 7,137 $3.8M
Mark Sheptoff Financial Planning, LLC 2.10% Reduce -0.4% 7,136 $3.8M
Canandaigua National Bank & Trust Co. 0.38% Add +18.4% 7,135 $3.8M
Two Sigma Securities, LLC 0.58% Add +366.3% 7,130 $3.8M
Redhawk Wealth Advisors, Inc. 0.51% Reduce -0.1% 7,130 $3.8M
Investment Research & Advisory Group, Inc. 1.59% Add +1.2% 7,126 $3.8M
Augustine Asset Management Inc. 1.11% Add +0.8% 7,124 $3.8M
Asset Management Group, Inc. 0.70% No change 7,121 $3.8M
Bath Savings Trust Co 0.39% Reduce -4.1% 7,119 $3.8M
Mattson Financial Services, LLC 1.14% Add +6.2% 7,116 $3.8M
Sand Hill Global Advisors, LLC 0.16% Reduce -3.7% 7,115 $3.8M
Gould Capital, LLC 2.64% Reduce -12.2% 7,105 $3.8M
Walker Financial Services, Inc. 1.98% Reduce -4.3% 7,102 $3.8M
Herold Advisors, Inc. 0.83% Reduce -10.8% 7,100 $3.8M
Gemmer Asset Management LLC 0.38% Reduce -0.7% 7,091 $3.8M
Barlow Wealth Partners, LLC 0.50% Add +31.8% 7,111 $3.8M
LongView Wealth Management 1.13% Reduce -3.4% 7,082 $3.8M
Ashford Capital Management Inc. 0.49% Reduce -9.5% 7,073 $3.8M
Founders Financial Alliance, LLC 0.91% Add +15.6% 7,061 $3.8M
FLC Capital Advisors 0.84% Add +10.8% 7,060 $3.8M
Integrated Investment Consultants, LLC 0.75% Add +2.6% 7,046 $3.8M
Sentry LLC 0.73% Reduce -7.6% 7,046 $3.8M
Prodigy Asset Management LLC 3.03% Add +27.1% 7,034 $3.7M
Wellington Shields & Co., LLC 1.17% Add +3.0% 7,027 $3.7M
First National Bank of Mount Dora, Trust Investment Services 0.91% Reduce -0.9% 7,016 $3.7M
Kennondale Capital Management LLC 4.07% No change 7,015 $3.7M
Flavin Financial Services, Inc. 3.43% Add +2.6% 7,014 $3.7M
1776 Wealth LLC 1.72% Add +10.4% 7,011 $3.7M
Miller Wealth Advisors, LLC 2.07% Add +3.4% 7,009 $3.7M
Roof Eidam Maycock Peralta, LLC 0.99% No change 6,997 $3.7M
Pring Turner Capital Group Inc. 2.31% Add +1.4% 6,994 $3.7M
Lederer & Associates Investment Counsel 2.72% Reduce -0.2% 6,988 $3.7M
Hohimer Wealth Management, LLC 0.73% Reduce -0.1% 6,976 $3.7M
Gladius Capital Management LP 3.66% Reduce -15.2% 6,968 $3.7M
Financial Life Planners 3.61% Reduce -1.5% 6,960 $3.7M
CFS Investment Advisory Services, LLC 0.33% Add +2.6% 6,920 $3.7M
Cahaba Wealth Management, Inc. 0.30% Add +1.9% 6,918 $3.7M
Strait & Sound Wealth Management LLC 1.71% Add +9.1% 6,906 $3.7M
Allen Operations LLC 0.60% No change 6,906 $3.7M
Vision Financial Markets LLC 4.00% Add +1.2% 6,900 $3.7M
Impact Capital Partners LLC 1.33% Add +12.5% 6,870 $3.7M
Alta Wealth Advisors LLC 1.68% Reduce -0.3% 6,866 $3.7M
Orca Investment Management, LLC 3.65% Reduce -0.1% 6,861 $3.7M
BNC Wealth Management, LLC 1.32% Add +391.6% 6,853 $3.6M
West Branch Capital LLC 1.22% Add +31.4% 6,842 $3.6M
Davidson Kahn Capital Management, LLC 2.81% Add +11.6% 6,833 $3.6M
Planning Center, Inc. 0.43% Add +0.6% 6,829 $3.6M
Winebrenner Capital Management LLC 3.28% Reduce -73.2% 6,820 $3.6M
Kingstone Capital Partners Texas, LLC 2.92% Reduce -0.9% 6,815 $3.6M
Legacy Financial Advisors, Inc. 0.60% Add +3.8% 6,779 $3.6M
Jag Capital Management, LLC 0.48% Reduce -1.5% 6,770 $3.6M
Voya Financial Advisors, Inc. 0.40% Reduce -11.6% 6,837 $3.6M
McMill Wealth Management 1.30% Add +29.4% 6,752 $3.6M
Shepherd Kaplan Krochuk, LLC 3.07% Add +0.2% 6,741 $3.6M
Atlas Brown,Inc. 1.26% Reduce -0.9% 6,739 $3.6M
Venturi Wealth Management, LLC 0.19% Add +7.8% 6,732 $3.6M
Intellectus Partners, LLC 0.89% Reduce -0.9% 6,724 $3.6M
Rise Advisors, LLC 1.58% Add +73.2% 6,718 $3.6M
Chilton Capital Management LLC 0.15% Reduce -1.5% 6,714 $3.6M
Blankinship & Foster, LLC 0.90% Reduce -0.5% 6,712 $3.6M
Peoples Financial Services Corp. 1.72% Reduce -1.6% 6,711 $3.6M
Brave Asset Management Inc. 1.12% Reduce -0.4% 6,703 $3.6M
Enhancing Capital LLC 2.85% No change 6,700 $3.6M
Oak Grove Capital LLC 0.85% Reduce -11.0% 6,698 $3.6M
Aureus Asset Management, LLC 0.25% No change 6,698 $3.6M
Caldwell Sutter Capital, Inc. 1.69% Add +26.0% 6,685 $3.6M
PGIM Custom Harvest LLC 0.08% Add +17.7% 6,665 $3.5M
Altman Advisors, Inc. 1.63% Reduce -0.3% 6,650 $3.5M
Causey Wealth LLC 1.98% No change 6,646 $3.5M
Altrius Capital Management Inc 0.86% Reduce -1.8% 6,616 $3.5M
Virtue Capital Management, LLC 0.41% Add +478.7% 6,603 $3.5M
Cherokee Insurance Co 1.55% No change 6,600 $3.5M
Stansberry Asset Management, LLC 0.44% Reduce -59.9% 6,586 $3.5M
Tectonic Advisors LLC 0.22% Reduce -2.6% 6,580 $3.5M
Accurate Wealth Management, LLC 0.67% Reduce -5.4% 6,680 $3.5M
KG Capital Management 1.13% Reduce -12.5% 6,563 $3.5M
Breakwater Capital Group 0.62% Add +2.2% 6,557 $3.5M
Ameriflex Group, Inc. 1.43% Add +52.1% 6,552 $3.5M
Revolve Wealth Partners, LLC 0.50% Add +2.2% 6,552 $3.5M
Texas Bank & Trust Co 1.48% Add +1.1% 6,551 $3.5M
Financial Partners Group, Inc 0.54% Reduce -5.1% 6,533 $3.5M
Callan Capital, LLC 0.26% Add +19.9% 6,528 $3.5M
Prentiss Smith & Co. Inc. 2.25% Reduce -0.5% 6,525 $3.5M
Trust Co. of Oklahoma 1.20% Reduce -0.3% 6,513 $3.5M
Wilkinson Global Asset Management LLC 0.22% Reduce -4.5% 6,510 $3.5M
RedJay Asset Management Inc. 1.87% New 6,500 $3.5M
Newman Dignan & Sheerar, Inc. 0.94% Add +1.6% 6,491 $3.5M
Centric Wealth Management 0.91% Add +20.7% 6,486 $3.5M
Sound Income Strategies, LLC 0.20% Add +11.9% 6,478 $3.5M
Select Asset Management & Trust 1.38% Add +9.9% 6,473 $3.4M
Founders Financial Securities LLC 0.29% Add +4.8% 6,484 $3.4M
EPG Wealth Management LLC 0.96% Reduce -1.2% 6,458 $3.4M
Capital Management Associates, Inc 0.78% Add +102.5% 6,458 $3.4M
Grey Ledge Advisors, LLC 0.90% Add +2.4% 6,454 $3.4M
Genus Capital Management Inc. 0.50% — 6,435 $3.4M
Chesapeake Wealth Management 1.22% Reduce -3.7% 6,428 $3.4M
Debussy Capital Management LP 0.55% Reduce -15.1% 6,427 $3.4M
CHB Investment Group, LLC 1.82% Add +0.1% 6,425 $3.4M
First National Bank of Hutchinson 2.25% Add +0.1% 6,395 $3.4M
Convergence Investment Partners, LLC 0.94% Add +73.9% 6,382 $3.4M
Dohj, LLC 0.78% Add +15.7% 6,370 $3.4M
SevenBridge Financial Group, LLC 0.67% Reduce -3.8% 6,595 $3.4M
SOL Capital Management CO 0.37% No change 6,367 $3.4M
BCGM Wealth Management, LLC 1.04% Add +5.9% 6,363 $3.4M
Camelot Portfolios, LLC 2.10% Add +415.0% 6,345 $3.4M
Thrive Wealth Management, LLC 0.65% Reduce -1.0% 6,343 $3.4M
RVW Wealth, LLC 0.32% Add +43.9% 6,337 $3.4M
Hiley Hunt Wealth Management 1.84% Reduce -0.7% 6,319 $3.4M
Hazlett, Burt & Watson, Inc. 1.51% Reduce -0.6% 6,322 $3.4M
Vista Investment Partners LLC 1.02% Add +2.5% 6,306 $3.4M
Laraway Financial Advisors Inc 2.66% Reduce -0.4% 6,298 $3.4M
NorthCrest Asset Manangement, LLC 0.10% Reduce -40.6% 6,290 $3.3M
Cordatus Wealth Management LLC 0.92% Add +5.5% 6,289 $3.3M
Panoramic Investment Advisors, LLC 2.26% Add +11.8% 6,288 $3.3M
Legacy Financial Group, Inc. 1.07% Add +0.9% 6,285 $3.3M
NDWM LLC 3.27% Add +6.9% 6,273 $3.3M
Osterweis Capital Management Inc. 0.23% Add +66.5% 6,270 $3.3M
Kraematon Investment Advisors, Inc. 3.40% Add +1.2% 6,269 $3.3M
Northwest Quadrant Wealth Management, LLC 0.78% Reduce -0.6% 6,264 $3.3M
Madrona Financial Services, LLC 0.92% Reduce -2.4% 6,250 $3.3M
Foundation Wealth Management, LLC 2.61% Reduce -0.0% 6,248 $3.3M
Farnam Financial LLC 3.37% Add +1.6% 6,242 $3.3M
Richard P Slaughter Associates Inc 0.78% Add +177.5% 6,238 $3.3M
Intelligence Driven Advisers, LLC 0.64% Reduce -1.5% 6,223 $3.3M
Townsend Asset Management Corp. /NC/ 1.28% Reduce -5.0% 6,217 $3.3M
KDT Advisors, LLC 4.86% Reduce -1.6% 6,208 $3.3M
Adalta Capital Management LLC 1.76% No change 6,193 $3.3M
1858 Wealth Management, LLC 2.79% Reduce -2.4% 6,188 $3.3M
Auxano Advisors, LLC 0.87% Reduce -0.7% 6,185 $3.3M
AXS Investments LLC 0.90% Add +4.4% 6,136 $3.3M
Caliber Wealth Management, LLC / KS 0.45% — 6,127 $3.3M
Pinnacle Financial Group, LLC / IL 1.18% Reduce -1.1% 6,123 $3.3M
Richmond Investment Services, LLC 1.77% Add +156.1% 6,118 $3.3M
Linden Thomas Advisory Services, LLC 0.42% Add +7.7% 6,114 $3.3M
Delphi Management Inc. 3.31% Reduce -8.8% 6,104 $3.3M
Financial Gravity Asset Management, Inc. 0.71% — 6,102 $3.2M
Kingsman Wealth Management, Inc. 2.37% — 6,098 $3.2M
Levin Capital Strategies, L.P. 0.34% No change 6,094 $3.2M
Post Resch Tallon Group Inc. 3.33% Reduce -1.6% 6,111 $3.2M
Total Clarity Wealth Management, Inc. 1.05% No change 7,126 $3.2M
Provident Trust Co. 0.06% Add +0.6% 6,053 $3.2M
Claro Advisors Inc. 0.43% Add +4.5% 6,048 $3.2M
Condor Capital Management 0.30% Reduce -1.3% 6,046 $3.2M
Okabena Investment Services Inc. 0.81% Add +23.6% 6,042 $3.2M
Wrapmanager Inc. 0.85% Add +4.6% 6,038 $3.2M
Heartwood Wealth Advisors LLC 0.37% Reduce -0.4% 6,021 $3.2M
Altfest L J & Co. Inc. 0.40% Add +0.2% 6,007 $3.2M
Riverbend Wealth Management, LLC 2.86% Reduce -0.0% 6,001 $3.2M
Greenwich Wealth Management LLC 0.24% Reduce -4.5% 5,986 $3.2M
Brandywine Trust Co. 0.49% No change 5,979 $3.2M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +0.1% 5,967 $3.2M
1922 Investment Co LLC 93.24% Reduce -0.6% 5,966 $3.2M
Retirement Income Solutions, Inc. 0.66% Add +1.0% 5,960 $3.2M
Howard Capital Management Group, LLC 0.25% Add +0.5% 5,954 $3.2M
World Equity Group, Inc. 0.90% Add +35.4% 6,098 $3.2M
Fiduciary Financial Group, LLC 0.69% Add +3.6% 6,108 $3.2M
Sterneck Capital Management, LLC 1.70% Reduce -0.9% 5,887 $3.1M
Secure Asset Management, LLC 0.63% Reduce -7.4% 5,879 $3.1M
Nelson Capital Management, LLC 0.54% Add +357.7% 5,868 $3.1M
Money Concepts Capital Corp. 0.23% Add +14.6% 5,868 $3.1M
Leonard Rickey Investment Advisors P.L.L.C. 0.67% Reduce -3.9% 5,898 $3.1M
Parr McKnight Wealth Management Group, LLC 0.45% Reduce -0.5% 5,853 $3.1M
Triumph Capital Management 1.04% Reduce -8.6% 5,846 $3.1M
Redwood Investment Management, LLC 0.34% Add +69.9% 5,837 $3.1M
Hofer & Associates. Inc 2.10% Add +1.2% 5,821 $3.1M
North Berkeley Wealth Management, LLC 3.22% No change 5,809 $3.1M
Burke & Herbert Bank & Trust Co. 0.74% Reduce -0.8% 5,829 $3.1M
LeClair Wealth Partners LLC 2.22% Reduce -0.8% 5,797 $3.1M
Plimoth Trust Co. LLC 0.80% Add +17.9% 5,788 $3.1M
Investment Partners, LTD. 1.28% Reduce -0.6% 5,786 $3.1M
GM Advisory Group, LLC 0.17% Add +1.0% 5,763 $3.1M
GoalVest Advisory LLC 0.84% Reduce -1.0% 5,754 $3.1M
Monarch Capital Management Inc. 0.85% Reduce -0.1% 5,751 $3.1M
Ballew Advisors, Inc 2.05% Add +18.6% 5,842 $3.1M
Gilbert & Cook, Inc. 0.44% Reduce -3.4% 5,748 $3.1M
GC Wealth Management RIA, LLC 0.56% Add +2.0% 5,745 $3.1M
Brown Miller Wealth Management, LLC 1.06% Add +9.8% 5,739 $3.1M
Octavia Wealth Advisors, LLC 0.37% Add +0.1% 5,739 $3.1M
TruWealth Advisors, LLC 0.18% Reduce -2.7% 5,730 $3.1M
Alan B Lancz & Associates, Inc. 3.25% Add +1.1% 5,720 $3.0M
D. Scott Neal, Inc. 1.69% No change 5,719 $3.0M
WPWealth LLP 0.60% Reduce -18.7% 5,702 $3.0M
Maple Capital Management, Inc. 0.23% Reduce -5.7% 5,702 $3.0M
Naples Global Advisors, LLC 0.29% Reduce -0.8% 5,701 $3.0M
Meriwether Wealth & Planning, LLC 1.98% Reduce -8.3% 5,698 $3.0M
Transatlantique Private Wealth LLC 1.21% Add +0.1% 5,692 $3.0M
Golden State Wealth Management, LLC 0.45% Add +1.7% 5,683 $3.0M
Nicolet Bankshares Inc. 0.61% Reduce -0.8% 5,681 $3.0M
Arbor Investment Advisors, LLC 0.41% Reduce -0.1% 5,681 $3.0M
Archer Investment Corp 0.78% Add +20.9% 5,670 $3.0M
Next Level Private LLC 1.12% Add +4.3% 5,645 $3.0M
My Legacy Advisors, LLC 1.16% Add +2.4% 5,640 $3.0M
Gallagher Capital Advisors, LLC 2.29% Reduce -0.1% 5,638 $3.0M
Benin Management CORP 0.85% Add +0.4% 5,637 $3.0M
UNIVEST FINANCIAL Corp 0.20% Add +4.7% 5,631 $3.0M
G2 Capital Management, LLC / Oh 0.91% Add +0.1% 5,628 $3.0M
Wingate Wealth Advisors, Inc. 3.44% Add +0.8% 5,614 $3.0M
Journey Beyond Wealth, LLC 2.79% No change 5,600 $3.0M
Sfm, LLC 2.18% Add +5.3% 5,580 $3.0M
Unique Wealth Strategies, LLC 1.35% Reduce -1.4% 5,580 $3.0M
Curated Wealth Partners LLC 0.38% Add +14.5% 5,568 $3.0M
Vaughan David Investments LLC 0.07% Reduce -7.0% 5,560 $3.0M
Aprio Wealth Management, LLC 0.37% Add +5.7% 5,546 $3.0M
MJP Associates Inc. 0.53% Add +8.8% 5,545 $3.0M
Liberty Square Wealth Partners LLC 1.13% No change 5,545 $3.0M
Parcion Private Wealth LLC 0.24% Add +10.9% 5,532 $2.9M
SkyOak Wealth, LLC 0.64% Add +1.0% 5,520 $2.9M
Intrua Financial, LLC 0.46% Add +15.7% 5,515 $2.9M
Plan A Wealth LLC 2.27% Reduce -12.2% 5,506 $2.9M
Seven Post Investment Office LP 1.12% Reduce -2.3% 5,506 $2.9M
Lynx Investment Advisory 1.95% Reduce -1.5% 5,497 $2.9M
Silvia McColl Wealth Management, LLC 2.22% Add +4.2% 5,488 $2.9M
Allen Mooney & Barnes Investment Advisors LLC 0.48% Reduce -2.8% 5,486 $2.9M
Inscription Capital, LLC 0.48% — 6,947 $2.9M
Zullo Investment Group, Inc. 1.25% Add +0.0% 5,482 $2.9M
Insight 2811, Inc. 1.48% Add +1.4% 5,481 $2.9M
Bourgeon Capital Management LLC 0.64% Reduce -3.7% 5,479 $2.9M
Legato Capital Management LLC 0.39% No change 5,479 $2.9M
Kentucky Trust Co 1.73% Reduce -1.8% 5,478 $2.9M
Goepper Burkhardt LLC 1.17% No change 5,477 $2.9M
Heritage Investment Group, Inc. 0.55% Reduce -8.5% 5,611 $2.9M
Windsor Advisory Group, LLC 3.76% Reduce -1.8% 5,458 $2.9M
Aspen Grove Capital, LLC 0.56% Add +0.6% 5,457 $2.9M
Seelaus Asset Management LLC 2.82% Reduce -3.1% 5,457 $2.9M
TFB Advisors LLC 0.84% Add +1.1% 5,456 $2.9M
Godsey & Gibb, Inc. 0.29% Add +1.2% 5,455 $2.9M
Sentry Investment Management LLC 1.97% Reduce -22.6% 5,919 $2.9M
West Family Investments, Inc. 1.09% Reduce -1.3% 5,423 $2.9M
Elwood & Goetz Wealth Advisory Group, LLC 0.71% Reduce -0.1% 5,423 $2.9M
Firestone Capital Management 0.76% Reduce -1.9% 5,409 $2.9M
Convergence Financial, LLC 0.56% Add +6.0% 5,400 $2.9M
Hamilton Point Investment Advisors, LLC 0.52% No change 5,395 $2.9M
Guardian Asset Advisors, LLC 1.87% Add +2.5% 5,391 $2.9M
Mainstream Capital Management LLC 2.27% Add +2.7% 5,389 $2.9M
Hoey Investments, Inc. 0.57% Add +73.4% 5,385 $2.9M
Petra Financial Advisors Inc. 2.35% Add +5.4% 5,376 $2.9M
FUKOKU MUTUAL LIFE INSURANCE Co 0.21% Add +4.5% 5,374 $2.9M
CFO4Life Group, LLC 0.48% Add +15.8% 5,369 $2.9M
Alhambra Investment Management LLC 1.47% Reduce -0.1% 5,366 $2.9M
Constitution Capital LLC 1.58% Add +22.9% 5,359 $2.9M
Compass Capital Corp. /Ma/ 1.49% Reduce -19.3% 8,201 $2.8M
Hills Bank & Trust Co 0.20% Add +0.3% 5,345 $2.8M
Tyche Wealth Partners LLC 0.61% Reduce -1.8% 5,335 $2.8M
Keystone Wealth Services, LLC 0.77% Add +1.8% 5,329 $2.8M
Elmwood Wealth Management, Inc. 1.16% Reduce -2.9% 5,309 $2.8M
Wealth Effects LLC 1.18% Reduce -0.5% 5,280 $2.8M
Northwest Bancshares, Inc. 0.52% No change 5,279 $2.8M
United Bank 1.16% Add +3.6% 5,274 $2.8M
Sulzberger Capital Advisors, Inc. 3.69% Reduce -21.3% 5,272 $2.8M
Sage Capital Advisors,llc 0.74% Add +0.4% 5,270 $2.8M
Rinkey Investments 0.89% Reduce -0.3% 5,256 $2.8M
Fingerlakes Wealth Management, Inc. 2.38% Reduce -9.0% 5,252 $2.8M
Abacus Planning Group, Inc. 0.49% Add +19.2% 5,246 $2.8M
Fishman Jay A Ltd. 0.31% Reduce -2.2% 5,245 $2.8M
FWG Holdings, LLC 1.37% Add +0.5% 5,221 $2.8M
FF Advisors,LLC 1.60% Reduce -0.0% 5,383 $2.8M
Bensler, LLC 0.35% Add +2.4% 5,237 $2.8M
BluePointe Capital Management, LLC 1.06% Add +356.9% 5,236 $2.8M
Terra Nova Asset Management LLC 2.19% Reduce -0.4% 5,229 $2.8M
Three Seasons Wealth, LLC 1.38% Add +0.8% 5,215 $2.8M
CPA Asset Management Group, LLC 1.22% No change 5,184 $2.8M
Capital Counsel LLC 0.12% Reduce -1.9% 5,172 $2.8M
Steinberg Asset Management LLC 2.24% Add +2.2% 5,171 $2.8M
Walleye Capital LLC 0.03% Reduce -87.8% 5,170 $2.8M
Creative Financial Designs Inc. 0.22% Reduce -4.3% 5,159 $2.7M
Headinvest, LLC 0.53% Add +4.0% 5,143 $2.7M
Hudson Canyon Capital Management 1.93% No change 5,136 $2.7M
United Asset Strategies, Inc. 0.25% Reduce -1.6% 5,134 $2.7M
RDA Financial Network 0.82% Add +1.2% 5,133 $2.7M
1900 Wealth Management LLC 0.23% Add +0.1% 5,121 $2.7M
Disciplined Investors, L.L.C. 2.46% Add +0.3% 5,119 $2.7M
Stonebridge Capital Advisors LLC 0.22% Add +4.1% 5,109 $2.7M
Ethos Financial Group, LLC 0.26% Add +3.5% 5,963 $2.7M
Advisors Preferred, LLC 0.36% New 5,100 $2.7M
Winmill & Co. Inc. 0.83% No change 5,100 $2.7M
SFE Investment Counsel 0.54% Add +45.9% 5,096 $2.7M
Turtle Creek Wealth Advisors, LLC 0.40% New 5,090 $2.7M
Peregrine Asset Advisers, Inc. 1.01% Reduce -2.4% 5,089 $2.7M
Helium Advisors LLC 1.97% Add +14.1% 5,086 $2.7M
Traveka Wealth, LLC 1.52% Add +0.3% 5,085 $2.7M
Elevate Wealth Advisory, Inc. 1.92% Add +25.0% 5,084 $2.7M
Blake Schutter Theil Wealth Advisors, LLC 3.07% Reduce -7.4% 5,081 $2.7M
Meyer Handelman Co. 0.09% Reduce -0.6% 5,080 $2.7M
Sippican Capital Advisors 2.04% Reduce -0.1% 5,076 $2.7M
Cromwell Holdings LLC 1.74% No change 5,073 $2.7M
Tealwood Asset Management Inc. 1.25% Reduce -15.4% 5,071 $2.7M
Black Diamond Financial, LLC 0.41% Reduce -42.4% 5,068 $2.7M
Mattern Wealth Management LLC 0.60% Add +27.9% 5,054 $2.7M
Pennington Partners & Co., LLC 1.54% Reduce -13.6% 5,048 $2.7M
Acorn Wealth Advisors, LLC 1.12% Reduce -1.7% 5,041 $2.7M
Garrison Point Advisors, LLC 1.30% Reduce -2.0% 5,037 $2.7M
Tsfg, LLC 0.55% Add +1.6% 5,034 $2.7M
Kercheville Advisors, LLC 1.09% Add +2.5% 5,019 $2.7M
Invera Wealth Advisors, LLC 1.73% New 5,017 $2.7M
Tranquility Partners, LLC 1.03% Reduce -0.1% 4,999 $2.7M
Victory Financial Group, LLC 0.51% Add +21.9% 5,003 $2.7M
Advyzon Investment Management, LLC 0.94% Reduce -5.4% 4,997 $2.7M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.31% Reduce -12.6% 4,997 $2.7M
Aveo Capital Partners, LLC 0.44% Add +3.7% 5,132 $2.7M
Romano Brothers and Company 0.34% Reduce -1.7% 4,982 $2.7M
TriaGen Wealth Management LLC 0.94% No change 4,981 $2.7M
Invst, LLC 0.36% Reduce -24.1% 4,976 $2.7M
O'ROURKE & COMPANY, Inc 1.31% No change 4,971 $2.6M
Aspire Capital Advisors LLC 0.79% Reduce -3.5% 4,959 $2.6M
Linscomb Wealth, Inc. 0.13% Reduce -10.0% 4,952 $2.6M
Gibbs Wealth Management 0.64% Add +17.3% 4,949 $2.6M
Park Capital Management, LLC / WI 3.08% Add +5.6% 4,949 $2.6M
Independent Wealth Network Inc. 1.05% Reduce -1.6% 4,948 $2.6M
Stevens Capital Partners 1.24% Reduce -7.9% 4,943 $2.6M
CYBER HORNET ETFs LLC 2.69% Add +0.0% 4,942 $2.6M
Kapstone Financial Advisors LLC 1.49% Reduce -0.0% 4,940 $2.6M
McAdam, LLC 0.16% Reduce -2.8% 4,915 $2.6M
Vawter Financial, Ltd. 1.47% Reduce -1.9% 4,909 $2.6M
Aries Wealth Management 0.71% Add +3.2% 4,909 $2.6M
Ames National Corp. 1.75% Add +45.7% 4,902 $2.6M
Dean Investment Associates, LLC 0.39% Reduce -5.9% 4,896 $2.6M
ARGA Investment Management, LP 0.09% No change 4,893 $2.6M
Crew Capital Management, Ltd 2.13% Add +4.1% 4,885 $2.6M
Family Legacy, Inc. 0.89% Reduce -0.7% 4,873 $2.6M
FORA Capital, LLC 0.26% Reduce -62.4% 4,859 $2.6M
Sage Investment Counsel LLC 3.27% Reduce -0.2% 4,845 $2.6M
LCNB Corp. 0.95% Add +6.2% 4,828 $2.6M
Vista Investment Partners Ii, LLC 1.42% Reduce -0.4% 4,827 $2.6M
Keystone Financial Services, LLC 2.18% Add +14.4% 4,826 $2.6M
Keebeck Wealth Management 0.38% Add +5.3% 4,826 $2.6M
Financial Connections Group, Inc. 1.15% No change 4,827 $2.6M
Base Wealth Management LLC 1.96% — 4,824 $2.6M
Raelipskie Partnership 1.32% Add +1.5% 4,821 $2.6M
Spinnaker Investment Group, LLC 0.58% Reduce -4.6% 4,817 $2.6M
BXM Wealth LLC 3.08% Add +0.2% 4,813 $2.6M
SL Advisors, LLC 4.48% Reduce -1.6% 4,806 $2.6M
Grove Bank & Trust 0.34% Add +36.8% 4,804 $2.6M
Elevation Wealth Partners, LLC 1.11% Reduce -4.1% 4,802 $2.6M
Powell Investment Advisors, LLC 1.26% No change 4,801 $2.6M
Capitol Family Office, Inc. 3.62% Reduce -33.1% 4,799 $2.6M
Three Bridge Wealth Advisors, LLC 0.89% Add +0.3% 4,799 $2.6M
BSW Wealth Partners 0.39% Add +0.2% 4,799 $2.6M
Act Two Investors LLC 0.54% Reduce -0.5% 4,790 $2.6M
Twin City Private Wealth, LLC 2.24% Reduce -16.6% 4,785 $2.5M
BankPlus Trust Department 0.85% Add +1.3% 4,775 $2.5M
Insight Inv LLC 1.75% Add +318.5% 20,782 $2.5M
ERn Financial, LLC 0.40% Reduce -6.9% 4,772 $2.5M
IAG Wealth Partners, LLC 0.39% No change 4,770 $2.5M
Piscataqua Savings Bank 2.24% Add +1.2% 4,766 $2.5M
Physician Wealth Advisors, Inc. 0.44% Add +4.7% 4,764 $2.5M
Lokken Investment Group LLC 1.07% Add +3.9% 4,763 $2.5M
Pursue Wealth Partners LLC 1.54% Add +77.7% 4,761 $2.5M
Monetary Management Group Inc. 0.68% Add +3.3% 4,738 $2.5M
Heartland Bank & Trust Co 1.29% Add +53.2% 4,721 $2.5M
Guerra Pan Advisors, LLC 1.97% Add +1.5% 4,719 $2.5M
Murphy, Middleton, Hinkle & Parker, Inc. 1.41% No change 4,718 $2.5M
Deseret Mutual Benefit Administrators 1.25% Reduce -0.7% 4,718 $2.5M
Pin Oak Investment Advisors Inc. 1.92% Add +7.8% 4,926 $2.5M
Keudell/Morrison Wealth Management 0.59% Reduce -0.9% 4,707 $2.5M
Aft, Forsyth & Sober, LLC 0.87% Add +1.1% 4,700 $2.5M
Copperwynd Financial, LLC 0.69% Add +3.4% 4,698 $2.5M
Droms Strauss Advisors Inc. /Mo/ 0.86% No change 4,696 $2.5M
Midwest Financial Group LLC 1.45% Reduce -3.4% 4,694 $2.5M
James J. Burns & Company, LLC 0.45% Add +0.0% 4,676 $2.5M
Black Swift Group, LLC 0.56% Reduce -14.7% 4,675 $2.5M
Legacy Edge Advisors, LLC 0.39% Add +12.6% 4,675 $2.5M
Absolute Capital Management, LLC 1.44% Add +217.9% 4,667 $2.5M
Tanager Wealth Management LLP 0.32% Reduce -3.9% 4,647 $2.5M
Strategic Investment Advisors / MI 0.26% No change 4,646 $2.5M
Elevate Capital Advisors, LLC 2.27% Reduce -2.9% 4,617 $2.5M
LVM Capital Management Ltd. 0.27% No change 4,610 $2.5M
Bell Bank 0.13% Add +0.6% 4,609 $2.5M
Cutler Investment Counsel LLC 0.29% Reduce -2.2% 4,600 $2.4M
Farmers National Bank 0.69% Add +44.1% 4,599 $2.4M
Optiver Holding B.V. 0.09% Reduce -51.4% 4,594 $2.4M
Guardian Investment Management 2.05% No change 4,980 $2.4M
Emprise Bank 1.30% Reduce -0.9% 4,569 $2.4M
Crowley Wealth Management, Inc. 2.32% Reduce -3.1% 4,568 $2.4M
Doheny Asset Management 1.90% No change 4,565 $2.4M
Shilanski & Associates, Inc. 0.76% Add +4.2% 4,563 $2.4M
Buffington Mohr McNeal 0.48% Reduce -7.5% 4,552 $2.4M
Fiduciary Family Office, LLC 0.80% New 4,541 $2.4M
Cornerstone Financial Group, LLC 2.17% Reduce -1.4% 4,702 $2.4M
Summa Corp. 1.40% Add +0.8% 4,538 $2.4M
Community Financial Services Group, LLC 0.52% Reduce -23.6% 4,537 $2.4M
Willner & Heller, LLC 2.23% Reduce -5.1% 4,535 $2.4M
Edgewood Management LLC 0.01% No change 4,532 $2.4M
Alterna Wealth Management, Inc. 1.82% Add +860.0% 4,512 $2.4M
Trail Ridge Investment Advisors, LLC 1.24% Reduce -11.4% 4,512 $2.4M
Pine Harbor Wealth Management, LLC 0.96% Reduce -8.1% 4,512 $2.4M
KilterHowling LLC 1.55% Add +1.1% 4,664 $2.4M
Anthracite Investment Company, Inc. 1.50% Reduce -35.8% 4,491 $2.4M
Power Wealth Management LLC 0.97% Add +91.0% 4,480 $2.4M
Weaver Consulting Group 0.72% Reduce -0.8% 4,477 $2.4M
Sovran Advisors, LLC 0.31% Add +1.9% 4,599 $2.4M
Hamilton Capital, LLC 0.14% Reduce -0.9% 4,461 $2.4M
Bluesphere Advisors LLC 1.36% Add +11.9% 4,457 $2.4M
Prairie Sky Financial Group LLC 1.41% Add +24.0% 4,456 $2.4M
Yelin Lapidot Holdings Management Ltd. 0.46% Reduce -11.0% 4,450 $2.4M
Alliance Wealth Advisors, LLC 1.39% Reduce -1.2% 4,449 $2.4M
Gilder Gagnon Howe & Co. LLC 0.03% Add +0.5% 4,447 $2.4M
Arete Wealth Advisors, LLC 0.18% Reduce -83.2% 4,442 $2.4M
Hall Capital Management Co. Inc. 1.10% Add +2.4% 4,442 $2.4M
Portland Global Advisors LLC 0.30% No change 4,435 $2.4M
New Republic Capital, LLC 1.02% Add +5.0% 4,431 $2.4M
Snider Financial Group 0.77% Reduce -1.1% 4,423 $2.4M
Key Financial Inc 0.51% Add +1.5% 4,411 $2.3M
Fulcrum Equity Management 2.57% No change 4,410 $2.3M
Lutz Financial Services LLC 0.19% No change 4,410 $2.3M
Madison Wealth Partners, Inc 0.58% Add +2.0% 4,404 $2.3M
PKS Advisory Services, LLC 0.64% Add +21.1% 4,419 $2.3M
Tang Capital Management LLC 0.13% Add +42.0% 4,401 $2.3M
Catalina Capital Group, LLC 1.56% Reduce -49.4% 4,393 $2.3M
Scissortail Wealth Management, LLC 0.60% Reduce -18.2% 4,392 $2.3M
Belmont Capital, LLC 0.42% Add +91.9% 4,385 $2.3M
Laurel Wealth Planning LLC 1.55% Reduce -9.7% 4,384 $2.3M
Bangor Savings Bank 0.22% Reduce -8.3% 4,370 $2.3M
Prentice Wealth Management LLC 0.67% Reduce -3.4% 4,361 $2.3M
Clark Capital Management Group, Inc. 0.02% Reduce -34.6% 4,357 $2.3M
Enterprise Financial Services Corp 1.37% Reduce -0.7% 4,348 $2.3M
Talon Private Wealth, LLC 0.31% Add +2280.7% 4,428 $2.3M
Hunter Associates Investment Management LLC 0.36% Add +0.8% 4,344 $2.3M
Armbruster Capital Management, Inc. 0.46% Reduce -1.0% 4,329 $2.3M
Corrado Advisors, LLC 1.54% Reduce -3.2% 4,323 $2.3M
Grant/GrossMendelsohn, LLC 1.28% Add +2.4% 4,333 $2.3M
Mitchell Sinkler & Starr 0.64% Reduce -1.8% 4,316 $2.3M
Strategic Financial Services, Inc. 0.13% Reduce -1.1% 4,315 $2.3M
Evernest Financial Advisors, LLC 0.82% Reduce -94.3% 4,313 $2.3M
Brucke Financial, Inc. 1.99% Add +17.0% 4,307 $2.3M
Aft, Forsyth & Company, Inc. 1.24% Add +2.4% 4,308 $2.3M
McBroom & Associates, LLC 1.31% Reduce -0.8% 4,307 $2.3M
Brass Tax Wealth Management, Inc. 0.48% Add +88.5% 4,297 $2.3M
Trifecta Capital Advisors, LLC 0.48% Reduce -24.8% 4,286 $2.3M
Altus Wealth Group LLC 1.07% Add +0.4% 4,282 $2.3M
KWB Wealth 0.27% Add +0.7% 5,024 $2.3M
Axq Capital, LP 0.91% New 4,272 $2.3M
JMG Financial Group, Ltd. 0.08% Add +8.7% 4,272 $2.3M
Peak Retirement Planning, Inc. 1.26% Add +16.9% 4,270 $2.3M
OneAscent Family Office, LLC 2.11% Add +302.8% 4,262 $2.3M
Lee Johnson Capital Management, LLC 1.20% Add +34.8% 4,261 $2.3M
Fortune 45 LLC 1.49% Add +32.0% 4,258 $2.3M
Gill Capital Partners, LLC 0.78% Add +0.3% 4,253 $2.3M
Orleans Capital Management Corp. 1.33% No change 4,250 $2.3M
Granite Harbor Advisors, Inc. 1.20% Add +9.1% 4,246 $2.3M
Viewpoint Investment Partners Corp. 1.22% New 4,243 $2.3M
Trek Financial, LLC 0.16% Add +20.1% 4,242 $2.3M
bLong Financial, LLC 2.00% Add +2.2% 4,238 $2.3M
Verum Partners LLC 0.61% Add +2.2% 4,233 $2.3M
Trust Co. of Toledo NA 0.30% Reduce -1.3% 4,231 $2.3M
RD Lewis Holdings, Inc. 2.55% Add +4.9% 4,171 $2.3M
North Star Asset Management Inc. 0.10% Reduce -0.3% 4,221 $2.2M
Pachira Investments Inc. 1.58% Add +0.7% 4,271 $2.2M
Fortress Private Ledger, LLC 1.25% Add +1.3% 4,220 $2.2M
Viawealth, LLC 1.39% Reduce -4.1% 4,214 $2.2M
Wulff, Hansen & Co. 2.04% Reduce -8.7% 4,197 $2.2M
Antonelli Financial Advisors, LLC 1.80% Reduce -2.2% 4,193 $2.2M
TCFG Wealth Management, LLC 1.13% Add +0.1% 4,189 $2.2M
Grey Fox Wealth Advisors, LLC 0.60% Reduce -7.0% 4,189 $2.2M
Tranquilli Financial Advisor LLC 1.41% Reduce -17.7% 4,187 $2.2M
Floyd Financial Group LLC 2.02% Add +1.4% 4,184 $2.2M
M1 Capital Management LLC 1.39% Reduce -0.6% 4,184 $2.2M
Brown Financial Advisory 1.40% Add +6.2% 4,177 $2.2M
Comprehensive Financial Planning, Inc. 2.16% No change 4,175 $2.2M
Cerro Pacific Wealth Advisors LLC 0.72% Reduce -1.1% 4,885 $2.2M
Park Edge Advisors, LLC 0.62% Reduce -5.1% 4,155 $2.2M
Interchange Capital Partners, LLC 0.62% Add +3.7% 4,152 $2.2M
Colrain Capital LLC 1.89% Reduce -30.3% 4,150 $2.2M
Kidder Stephen W 0.69% Reduce -1.2% 4,142 $2.2M
Sandbox Financial Partners, LLC 0.78% Reduce -7.3% 4,142 $2.2M
First Financial Bank - Trust Division 0.21% Reduce -0.2% 4,141 $2.2M
Byrne Asset Management LLC 1.90% Reduce -1.1% 4,138 $2.2M
Cornerstone Capital, Inc. 0.24% Reduce -5.3% 4,136 $2.2M
White Lighthouse Investment Management Inc. 0.39% Add +21.2% 4,132 $2.2M
Liberty Capital Management, Inc. 0.49% Add +4.2% 4,118 $2.2M
Avion Wealth 0.56% No change 4,839 $2.2M
Activest Wealth Management 0.59% Add +47.7% 4,111 $2.2M
Jefferies Financial Group Inc. 0.04% Reduce -96.3% 4,107 $2.2M
Sigma Investment Counselors Inc. 0.13% Reduce -9.9% 4,104 $2.2M
Signal Advisors Wealth, LLC 0.21% Reduce -4.9% 4,103 $2.2M
Harel Insurance Investments & Financial Services Ltd. 0.03% Add +58.4% 4,103 $2.2M
Northstar Asset Management Inc. 0.65% Reduce -0.5% 4,097 $2.2M
Prudent Man Advisors, LLC 0.79% Add +10.8% 4,016 $2.2M
Prestige Wealth Management Group LLC 0.47% Reduce -0.2% 4,089 $2.2M
Fuller & Thaler Asset Management, Inc. 0.01% No change 4,088 $2.2M
Bison Wealth, LLC 0.20% Add +25.1% 4,081 $2.2M
First Commonwealth Financial Corp 0.51% Add +8.8% 4,081 $2.2M
Two West Capital Advisors LLC 1.81% Add +2.4% 4,145 $2.2M
Zions Bancorporation, National Association 0.14% — 4,077 $2.2M
Lakeshore Capital Group, Inc. 2.09% Add +3.9% 4,075 $2.2M
Argyle Capital Partners, LLC 1.86% Reduce -0.1% 4,075 $2.2M
Value Partners Investments Inc. 0.19% Add +10.6% 4,063 $2.2M
Key Client Fiduciary Advisors, LLC 1.00% Reduce -2.5% 4,064 $2.2M
Quantum Private Wealth, LLC 0.82% New 4,064 $2.2M
Wealth Quarterback LLC 1.22% Reduce -9.4% 4,058 $2.2M
Round Rock Advisors LLC 0.40% Add +34.9% 4,056 $2.2M
Wealth Advisory Solutions, LLC 0.57% Reduce -4.4% 4,044 $2.2M
Castle Rock Wealth Management, LLC 0.58% Add +1.0% 4,047 $2.2M
Brown Financial Advisors 0.88% Add +2.4% 4,029 $2.1M
Spirit of America Management Corp. 0.43% No change 4,020 $2.1M
Capstone Financial Advisors, Inc. 0.13% Reduce -0.5% 4,017 $2.1M
Verity & Verity, LLC 0.19% Reduce -4.6% 4,010 $2.1M
Affiance Financial, LLC 0.50% Reduce -1.9% 4,009 $2.1M
Chesley Taft & Associates LLC 0.10% Add +45.5% 4,009 $2.1M
LaSalle St. Investment Advisors, LLC 0.50% Add +10.0% 4,009 $2.1M
McLean Asset Management Corp 0.70% Add +50.2% 4,331 $2.1M
Horizon Wealth Management, LLC 0.36% Add +4.2% 3,998 $2.1M
Boomfish Wealth Group, LLC 1.38% Reduce -1.6% 3,996 $2.1M
Prosperity Planning, Inc. 0.96% Reduce -11.3% 3,996 $2.1M
Richards, Merrill & Peterson, Inc. 1.11% Add +3.6% 3,991 $2.1M
Rezny Wealth Management, Inc. 0.59% Add +10.9% 3,984 $2.1M
Guardian Partners Inc. 0.22% Add +8.3% 4,027 $2.1M
Cascades Capital Asset Management, LLC 1.17% Add +25.5% 3,982 $2.1M
Legacy Trust 0.51% Add +2.3% 3,975 $2.1M
Ergawealth Advisors, Inc. 1.05% Add +4.0% 3,970 $2.1M
Wedgewood Investors Inc. 2.51% No change 3,966 $2.1M
Cannon Financial Strategists, Inc. 0.36% No change 3,964 $2.1M
Motiv8 Investments LLC 1.40% Reduce -1.7% 3,962 $2.1M
Boulder Wealth Advisors, LLC 1.23% Add +3.1% 3,962 $2.1M
Brookwood Investment Group LLC 0.36% — 3,962 $2.1M
Optimum Investment Advisors 0.99% Add +5.3% 3,955 $2.1M
Financial Enhancement Group LLC 0.33% Add +3.5% 4,037 $2.1M
Unique Wealth, LLC 0.40% Add +24.5% 3,943 $2.1M
Advisory Resource Group 0.43% No change 3,941 $2.1M
Camden National Bank 0.31% Add +0.1% 3,941 $2.1M
Wealthspan Partners, LLC 0.97% Add +1.3% 3,924 $2.1M
Atwood & Palmer Inc. 0.14% Add +6.3% 3,923 $2.1M
Occidental Asset Management, LLC 0.31% Add +11.3% 3,914 $2.1M
Banco BTG Pactual S.A. 0.52% Reduce -82.8% 3,907 $2.1M
Obsidian Cio, LLC 0.34% Add +2.9% 3,906 $2.1M
DecisionMap Wealth Management, LLC 1.58% Add +0.7% 3,904 $2.1M
Hickory Point Bank & Trust 1.83% Reduce -0.1% 3,903 $2.1M
Wealth Management Nebraska 0.32% Add +0.8% 3,899 $2.1M
S.E.E.D. Planning Group LLC 0.70% Reduce -0.3% 3,895 $2.1M
Verity Asset Management, Inc. 0.84% New 3,892 $2.1M
Grant Street Asset Management, Inc. 0.51% Reduce -16.2% 3,890 $2.1M
Columbia Bank 0.71% Add +3.7% 3,877 $2.1M
MV Capital Management, Inc. 0.22% Add +12.7% 3,877 $2.1M
Wealth Advisors of Tampa Bay, LLC 0.84% Add +4.0% 3,875 $2.1M
Greenspring Advisors, LLC 0.49% Reduce -4.7% 3,869 $2.1M
Resources Management Corp. /CT/ 0.29% Reduce -0.6% 3,865 $2.1M
Steigerwald, Gordon & Koch Inc. 0.23% Add +0.6% 3,864 $2.1M
Bremer Bank National Association 0.37% Add +0.3% 3,861 $2.1M
Greatmark Investment Partners, Inc. 0.28% Add +30.7% 3,855 $2.1M
Annis Gardner Whiting Capital Advisors, LLC 0.87% Reduce -12.0% 3,848 $2.0M
Charter Oak Capital Management, LLC 0.19% Add +71.4% 3,847 $2.0M
Integrity Financial Corp 1.16% Add +3.2% 3,845 $2.0M
Centurion Wealth Management LLC 0.64% No change 4,516 $2.0M
Sovereign Financial Group, Inc. 0.47% Add +40.9% 3,840 $2.0M
Capital Wealth Planning, LLC 0.02% Reduce -0.9% 3,840 $2.0M
Empire Financial Management Company, LLC 0.63% Add +4.7% 3,833 $2.0M
Asset Planning,Inc 1.61% No change 3,831 $2.0M
Maia Wealth LLC 0.46% Add +19.7% 3,846 $2.0M
Alpha Family Trust 1.19% Add +10.7% 3,820 $2.0M
Elyxium Wealth, LLC 0.90% Add +227.0% 3,819 $2.0M
One Day In July LLC 0.20% Reduce -3.2% 3,812 $2.0M
Hall Laurie J Trustee 0.72% No change 3,803 $2.0M
Bolthouse Investments, LLC 2.11% No change 3,801 $2.0M
Intact Investment Management Inc. 0.07% No change 3,800 $2.0M
Allied Investment Advisors, LLC 0.38% No change 3,798 $2.0M
D.B. Root & Company, LLC 0.65% Add +3.3% 3,797 $2.0M
Olde Wealth Management, LLC 0.71% No change 3,791 $2.0M
Yarger Wealth Strategies, LLC 1.18% Add +1.2% 3,791 $2.0M
Gold Investment Management Ltd. 0.85% Reduce -1.9% 3,786 $2.0M
PBMares Wealth Management LLC 0.40% Reduce -2.8% 3,773 $2.0M
Dodds Wealth, LLC 0.65% No change 3,760 $2.0M
Measured Risk Portfolios, Inc. 2.15% Reduce -0.2% 3,758 $2.0M
StrongBox Wealth, LLC 0.83% Add +2.9% 3,748 $2.0M
Sterling Financial Group, Inc. 0.72% Reduce -4.2% 3,744 $2.0M
Stephen J. Garry & Associates, LLC 1.86% Add +158.8% 3,743 $2.0M
Cypress Financial Planning LLC 0.72% Reduce -0.1% 3,740 $2.0M
Revisor Wealth Management LLC 0.89% Add +182.0% 3,739 $2.0M
Agate Pass Investment Management, LLC 0.85% Reduce -5.2% 3,733 $2.0M
Spreng Capital Management, Inc. 0.93% Reduce -1.3% 3,732 $2.0M
Flow Traders U.S. LLC 0.08% Reduce -19.2% 3,727 $2.0M
Provident Co of the Employees of the Hebrew University LTD 2.27% No change 3,722 $2.0M
Prossimo Advisors, LLC 1.49% Add +0.5% 3,719 $2.0M
Bank Hapoalim BM 0.30% Reduce -16.7% 3,705 $2.0M
Arbor Wealth Advisors LLC 1.75% Reduce -10.9% 3,694 $2.0M
Cornerstone Wealth Advisors, Inc. 0.55% Reduce -5.1% 3,694 $2.0M
Van Strum & Towne Inc. 0.66% Add +0.3% 3,691 $2.0M
Investment Advisory Group, LLC 0.66% Add +0.7% 3,688 $2.0M
IFG Advisors, LLC 0.38% Add +0.6% 3,686 $2.0M
Hemington Wealth Management 0.30% Reduce -1.4% 3,686 $2.0M
CNB Bank 0.99% Add +9.7% 3,684 $2.0M
Jackson, Grant Investment Advisers, Inc. 0.76% Reduce -6.4% 3,680 $2.0M
AllSquare Wealth Management LLC 1.16% Reduce -3.9% 3,680 $2.0M
Sharkey, Howes & Javer 0.28% Reduce -0.2% 3,680 $2.0M
Cahill Wealth Management, LLC 1.00% No change 3,672 $2.0M
Bearing Point Capital, LLC 0.42% Reduce -5.9% 3,669 $2.0M
Paradigm Asset Management Co. LLC 0.52% No change 3,664 $2.0M
Schwartz Investment Counsel Inc. 0.07% Reduce -7.6% 3,660 $1.9M
Alliance Wealth Advisors, LLC 0.51% Add +3.2% 3,660 $1.9M
Amplius Wealth Advisors, LLC 0.20% Add +1.5% 3,656 $1.9M
Hoertkorn Richard Charles 0.90% No change 3,654 $1.9M
Stonebrook Private Inc. 0.51% Add +6.9% 3,650 $1.9M
Wealth Advisors of Iowa, LLC 0.84% Reduce -2.4% 3,649 $1.9M
QTR Family Wealth, LLC 1.47% — 3,649 $1.9M
Cyndeo Wealth Partners, LLC 0.13% Add +11.1% 3,643 $1.9M
Sage Capital Management, LLC 1.05% Add +6.9% 3,641 $1.9M
Family CFO Inc 1.06% No change 3,639 $1.9M
Galvin, Gaustad & Stein, LLC 0.18% Reduce -2.0% 3,637 $1.9M
Community Bank of Raymore 1.56% Reduce -13.9% 3,636 $1.9M
Tacita Capital Inc 1.39% No change 3,628 $1.9M
Landmark Wealth Management, Inc. 0.92% No change 3,628 $1.9M
CMG Global Holdings, LLC 1.26% Reduce -55.1% 3,631 $1.9M
S.A. Mason LLC 1.02% Add +1.8% 3,618 $1.9M
Hemenway Trust Co LLC 0.16% Add +23.1% 3,618 $1.9M
Eldridge Investment Advisors, Inc. 0.44% Reduce -3.7% 3,612 $1.9M
Capstone Wealth Management Group, LLC 1.10% Add +2.6% 3,611 $1.9M
Mine & Arao Wealth Creation & Management, LLC. 0.94% Reduce -5.5% 3,605 $1.9M
Fourpath Capital Management, LLC 0.33% Reduce -19.1% 3,605 $1.9M
Proffitt & Goodson Inc. 0.32% Add +0.1% 3,604 $1.9M
Mindset Wealth Management, LLC 0.74% Add +28.2% 3,585 $1.9M
Penbrook Management LLC 1.44% No change 3,580 $1.9M
Smart Money Group LLC 0.65% Add +10.9% 3,580 $1.9M
Pennsylvania Capital Management Inc. 0.70% Add +8.1% 3,577 $1.9M
Rappaport Reiches Capital Management, LLC 0.48% Add +2.1% 3,575 $1.9M
Freedom Investment Management, Inc. 0.16% Reduce -1.2% 3,554 $1.9M
FORM Wealth Advisors, LLC 0.26% — 3,553 $1.9M
Beach Investment Counsel Inc. 0.28% Reduce -9.5% 3,552 $1.9M
CVFG LLC 1.72% Add +66.0% 3,550 $1.9M
Accuvest Global Advisors 1.61% New 3,545 $1.9M
tru Independence LLC 0.59% Add +0.3% 3,544 $1.9M
Abacus Wealth Partners, LLC 0.28% Add +0.1% 3,540 $1.9M
Sequent Asset Management, LLC 1.05% Reduce -1.0% 3,536 $1.9M
Advisors Management Group Inc. 0.41% Reduce -0.9% 3,535 $1.9M
Paragon Advisors, LLC 0.71% Add +16.4% 3,533 $1.9M
MPS Loria Financial Planners, LLC 0.56% No change 3,531 $1.9M
MTM Investment Management, LLC 0.73% Reduce -0.3% 3,528 $1.9M
Coordinated Financial Services, Inc. 1.46% — 3,530 $1.9M
Provenance Wealth Advisors, LLC 0.27% Reduce -46.8% 3,529 $1.9M
Birchbrook, Inc. 1.06% Add +2.4% 3,528 $1.9M
Marshall Financial Group, LLC 0.41% Add +0.8% 3,523 $1.9M
Register Financial Advisors LLC 0.98% Reduce -0.1% 3,518 $1.9M
Puzo Michael J 0.54% Add +4.0% 3,515 $1.9M
Heritage Wealth Management, Inc. 0.64% Add +0.5% 3,513 $1.9M
MMBG Investment Advisors Co. 0.21% Reduce -25.5% 3,510 $1.9M
State of Wyoming 0.25% Reduce -2.8% 3,500 $1.9M
Factor Wealth Management LTD 0.57% Reduce -0.4% 3,496 $1.9M
Horst & Graben Wealth Management LLC 0.33% Add +3.0% 3,496 $1.9M
Barden Capital Management, Inc. 1.66% Add +1.0% 3,494 $1.9M
Patrick M Sweeney & Associates, Inc. 1.39% No change 3,492 $1.9M
Vicus Capital 0.17% Reduce -7.5% 3,481 $1.9M
Shelter Mutual Insurance Co 0.45% No change 3,474 $1.9M
Riverwater Partners LLC 0.95% Add +4.8% 3,470 $1.8M
Family Capital Management, Inc. 1.14% Reduce -1.7% 3,465 $1.8M
First Bank & Trust 0.36% Add +3.3% 3,461 $1.8M
Pathway Financial Advisers, LLC 0.63% Add +1.4% 3,459 $1.8M
Fi3 FINANCIAL ADVISORS, LLC 0.75% Add +5.5% 3,452 $1.8M
Essential Planning, LLC. 0.74% Reduce -97.7% 3,441 $1.8M
Red Wave Investments LLC 0.66% No change 3,438 $1.8M
Uhlmann Price Securities, LLC 1.35% No change 3,437 $1.8M
Clean Yield Group 0.60% Reduce -4.5% 3,437 $1.8M
Galibier Capital Management Ltd. 0.57% Reduce -14.0% 3,433 $1.8M
Noesis Capital Mangement Corp. 0.36% Add +6.7% 3,425 $1.8M
Leisure Capital Management 0.75% Add +1.2% 3,421 $1.8M
Magnolia Private Wealth, LLC 1.54% Add +5.8% 3,417 $1.8M
SWS Partners 0.60% Add +21.3% 3,417 $1.8M
Tandem Investment Partners LLC 1.79% Reduce -0.6% 3,412 $1.8M
Pacific Sage Partners, LLC 0.41% Reduce -1.0% 3,412 $1.8M
Broyhill Asset Management, LLC 1.48% No change 3,411 $1.8M
Banque Transatlantique SA 0.05% Add +4.1% 3,405 $1.8M
Access Financial Services, Inc. 0.73% No change 3,406 $1.8M
Summit X, LLC 0.38% Reduce -1.8% 3,397 $1.8M
River Wealth Advisors LLC 0.25% Reduce -12.4% 3,389 $1.8M
Marshall & Sterling Wealth Advisors Inc. 1.22% Add +3.4% 3,380 $1.8M
YANKCOM Partnership 0.99% Add +0.1% 3,379 $1.8M
Tandem Capital Management Corp. 1.01% Reduce -0.3% 3,378 $1.8M
North Capital, Inc. 1.70% — 3,377 $1.8M
Encompass Wealth Advisors, LLC 0.73% No change 3,374 $1.8M
GW Henssler & Associates Ltd. 0.10% Reduce -3.6% 3,372 $1.8M
Cladis Investment Advisory, LLC 1.30% Add +0.6% 3,371 $1.8M
GDS Wealth Management 0.15% Add +65.4% 3,367 $1.8M
Fairway Wealth LLC 0.66% Add +2.9% 3,365 $1.8M
California First Leasing Corp. 0.79% No change 3,364 $1.8M
Wealthcare Capital Management LLC 0.18% Add +71.4% 3,362 $1.8M
Palisade Asset Management, LLC 0.18% Reduce -7.7% 3,361 $1.8M
Watts Gwilliam & Co., LLC 0.39% Reduce -0.2% 3,358 $1.8M
Silverlake Wealth Management LLC 0.68% Reduce -4.3% 3,351 $1.8M
Sierra Ocean, LLC 1.41% Add +21.1% 3,348 $1.8M
Westpac Banking Corp. 0.13% No change 3,344 $1.8M
Perpetual Ltd 0.02% No change 3,344 $1.8M
Lakeridge Wealth Management LLC 0.89% Add +6.7% 3,330 $1.8M
Advus Financial Partners, LLC 0.49% Add +6.3% 3,315 $1.8M
Somerville Kurt F 0.31% Add +6.4% 3,314 $1.8M
Rothschild Capital Partners, LLC 0.46% Add +23.5% 3,310 $1.8M
First Community Trust NA 1.54% Add +0.8% 3,296 $1.8M
Plan Group Financial, LLC 0.63% Add +334.7% 3,295 $1.8M
Geo Capital Gestora de Recursos Ltd 2.49% Reduce -54.8% 3,295 $1.8M
Stevens Capital Management LP 0.44% Add +357.9% 3,292 $1.8M
F/m Investments LLC 0.07% Add +6.8% 3,400 $1.8M
Watershed Private Wealth LLC 0.70% No change 3,289 $1.8M
Warm Springs Advisors Inc. 1.76% Add +2.2% 3,282 $1.7M
Ring Mountain Capital, LLC 1.31% Add +8.3% 3,280 $1.7M
Shepherd Financial Partners LLC 0.20% No change 3,277 $1.7M
FFT Wealth Management LLC 0.36% Add +399.4% 3,276 $1.7M
Paces Ferry Wealth Advisors, LLC 0.87% Add +0.1% 3,267 $1.7M
LifeSteps Financial, Inc. 1.41% Reduce -2.3% 3,262 $1.7M
Baron Silver Stevens Financial Advisors, LLC 0.30% Reduce -2.4% 3,256 $1.7M
Advisory Research Inc. 0.31% Reduce -24.6% 3,254 $1.7M
Sageworth Trust Co 0.11% Reduce -1.8% 3,248 $1.7M
Blue Chip Partners, LLC 0.15% Reduce -2.3% 3,246 $1.7M
Sollinda Capital Management LLC 0.48% No change 3,243 $1.7M
Kintra Wealth, LLC 1.16% Reduce -2.9% 3,239 $1.7M
Wellspring Financial Advisors, LLC 0.19% Add +1.6% 3,233 $1.7M
Second Line Capital, LLC 0.44% Add +45.9% 3,229 $1.7M
Maridea Wealth Management LLC 0.56% Reduce -4.8% 3,227 $1.7M
Act Wealth Management, LLC 0.78% Add +5.8% 3,226 $1.7M
CMH Wealth Management LLC 0.43% Reduce -12.3% 3,222 $1.7M
Aster Capital Management (DIFC) Ltd 0.32% New 3,338 $1.7M
Gries Financial LLC 0.33% Add +4.8% 3,214 $1.7M
Cornerstone National Bank & Trust Co 0.76% Reduce -0.7% 3,210 $1.7M
Prairie Wealth Advisors, Inc. 0.84% Add +1.5% 3,209 $1.7M
Cassia Capital Partners, LLC 1.07% Add +4.1% 3,207 $1.7M
Atlas Legacy Advisors, LLC 0.43% Reduce -0.4% 3,202 $1.7M
Columbia Advisory Partners LLC 1.48% Add +195.2% 3,200 $1.7M
Heritage Financial Services, LLC 0.17% Add +2.1% 3,187 $1.7M
McGowan Group Asset Management, Inc. 0.23% Add +0.5% 3,185 $1.7M
MBM Wealth Consultants, LLC 0.50% Reduce -0.0% 3,176 $1.7M
Indiana Trust & Investment Management Co 0.61% Add +0.4% 3,165 $1.7M
Motco 0.18% Reduce -1.6% 3,162 $1.7M
Greenfield Savings Bank 0.82% Add +11.7% 3,158 $1.7M
Trigran Investments, Inc. 0.25% No change 3,150 $1.7M
Keeley-Teton Advisors, LLC 0.20% No change 3,150 $1.7M
Campbell Capital Management Inc. 0.98% Add +0.5% 3,149 $1.7M
Progressive Investment Management Corp 0.47% Add +89.6% 3,148 $1.7M
AGH Wealth Advisors, LLC 1.62% Reduce -1.8% 3,147 $1.7M
Trilogy Capital Inc. 0.09% Reduce -2.0% 3,139 $1.7M
Pasadena Private Wealth, LLC 0.32% Add +5.0% 3,137 $1.7M
South Street Advisors LLC 0.27% Reduce -4.3% 3,137 $1.7M
ROI Financial Advisors, LLC 1.21% Add +33.7% 3,136 $1.7M
WMG Financial Advisors, LLC 0.71% Add +0.5% 3,127 $1.7M
NFSG Corp 0.40% Add +62.6% 3,126 $1.7M
Legacy Capital Group California, Inc. 0.58% Add +9.2% 3,125 $1.7M
Colorado Capital Management, Inc. 0.77% Add +9.8% 3,118 $1.7M
MKT Advisors LLC 0.78% Add +1.8% 3,385 $1.7M
Aspen Wealth Management LLC 0.47% No change 3,113 $1.7M
Strategies Wealth Advisors, LLC 0.20% New 3,110 $1.7M
Bulltick Wealth Management, LLC 0.44% Reduce -25.4% 3,109 $1.7M
Bank of Marin 2.11% No change 3,107 $1.7M
Beacon Financial Advisory LLC 0.50% Add +15.3% 3,100 $1.7M
Wright Investors Service Inc. 0.54% New 3,095 $1.6M
Bank of Nova Scotia Trust Co. 0.18% Reduce -9.8% 3,092 $1.6M
Narus Financial Partners, LLC 0.56% Add +18.7% 3,091 $1.6M
Bryant Woods Investment Advisors, LLC 0.79% Reduce -1.2% 3,085 $1.6M
Lumbard & Kellner, LLC 0.72% No change 3,085 $1.6M
Rollins Financial Advisors, LLC 0.29% Add +0.2% 3,082 $1.6M
Wealth Group, Ltd. 1.06% Add +8.6% 3,081 $1.6M
Jacobsen Capital Management 0.71% Add +4.9% 3,081 $1.6M
Durante & Waters, LLC 1.38% Reduce -11.5% 3,080 $1.6M
Astoria Portfolio Advisors LLC. 0.56% Add +205.8% 3,113 $1.6M
Darden Wealth Group Inc 1.28% Add +11.6% 3,078 $1.6M
Trueblood Wealth Management, LLC 0.76% Add +5.4% 3,077 $1.6M
VSM Wealth Advisory, LLC 0.59% Reduce -1.8% 3,076 $1.6M
Oak Harvest Investment Services 0.23% Reduce -8.4% 3,067 $1.6M
Inspirion Wealth Advisors, LLC 0.23% Reduce -0.1% 3,064 $1.6M
JGP Wealth Management, LLC 0.21% Reduce -14.3% 3,061 $1.6M
Clear Creek Financial Management, LLC 0.17% Add +20.5% 3,061 $1.6M
Orca Wealth Management, LLC 1.46% Reduce -0.4% 3,059 $1.6M
Amica Retiree Medical Trust 2.49% Reduce -36.2% 3,058 $1.6M
G&S Capital LLC 0.69% Reduce -4.8% 3,058 $1.6M
Cary Street Partners Investment Advisory LLC 0.94% Add +60.1% 3,058 $1.6M
Orrstown Financial Services Inc. 0.39% Reduce -10.9% 3,054 $1.6M
Putney Financial Group LLC 1.71% Reduce -17.5% 3,052 $1.6M
ZEGA Investments, LLC 0.48% Add +15.4% 3,049 $1.6M
ShoreHaven Wealth Partners, LLC 0.78% Add +37.6% 3,047 $1.6M
Retirement Investment Advisors, Inc. 0.16% No change 3,045 $1.6M
Oakwell Private Wealth Management, LLC 0.45% Add +6.5% 3,038 $1.6M
Oxbow Advisors, LLC 0.18% Reduce -1.1% 3,038 $1.6M
Bard Associates Inc. 0.60% No change 3,037 $1.6M
Acorns Advisers, LLC 0.02% Add +5.0% 3,032 $1.6M
Corps Capital Advisors, LLC 1.70% No change 3,028 $1.6M
Syverson Strege & Co 0.52% Add +0.6% 3,027 $1.6M
Smith Thornton Advisors LLC 1.00% Add +1.3% 3,026 $1.6M
Virtus Investment Advisers, LLC 0.44% Add +412.5% 3,024 $1.6M
JT Stratford LLC 0.29% Reduce -1.2% 3,024 $1.6M
Wolff Financial Management LLC 0.45% Add +9.2% 3,021 $1.6M
American Trust 0.40% Reduce -1.1% 3,015 $1.6M
Fulcrum Capital LLC 0.36% Add +8.6% 3,009 $1.6M
IAM Advisory, LLC 0.42% Reduce -2.0% 3,008 $1.6M
Werba Rubin Papier Wealth Management 0.35% Add +2.7% 3,006 $1.6M
Centerpoint Advisors, LLC 0.59% Reduce -0.2% 3,004 $1.6M
Wealthgarden F.S. LLC 1.54% Add +0.5% 3,004 $1.6M
Ullmann Wealth Partners Group, LLC 0.21% Add +7.7% 3,003 $1.6M
Capital Management Associates 3.12% No change 3,000 $1.6M
Hennessy Advisors Inc. 0.05% No change 3,000 $1.6M
Amarillo National Bank 0.31% No change 2,999 $1.6M
Calydon Capital 0.30% Reduce -1.4% 2,994 $1.6M
Cove Street Capital, LLC 2.51% Reduce -23.9% 2,993 $1.6M
Williams & Novak, LLC 1.56% Reduce -15.7% 2,990 $1.6M
Westside Investment Management, Inc. 0.34% Reduce -7.1% 2,988 $1.6M
Fairscale Capital, LLC 1.44% Reduce -0.2% 2,987 $1.6M
GEN Financial Management, INC. 1.08% Reduce -6.6% 2,987 $1.6M
Laidlaw Wealth Management LLC 4.73% Reduce -97.7% 2,984 $1.6M
Hamilton Capital Partners, LLC 1.01% Reduce -10.9% 2,984 $1.6M
Great Diamond Partners, LLC 0.43% Add +2.5% 2,982 $1.6M
Flynn Zito Capital Management, LLC 0.73% Add +13.6% 2,977 $1.6M
All Terrain Financial Advisors, LLC 0.62% Add +2.1% 2,974 $1.6M
Abundance Wealth Counselors 0.33% Reduce -2.0% 2,970 $1.6M
Twin Peaks Wealth Advisors, LLC 0.72% Add +2.1% 2,994 $1.6M
Montz Harcus Wealth Management LLC 0.86% Add +0.1% 2,968 $1.6M
Patron Partners, LLC 0.85% Reduce -0.4% 2,960 $1.6M
Texas Capital Bank Wealth Management Services Inc 0.16% Add +72.9% 2,960 $1.6M
Strid Group, LLC 0.24% Reduce -0.5% 2,958 $1.6M
BayBridge Capital Group, LLC 1.13% Reduce -2.6% 2,953 $1.6M
Valtinson Bruner Financial Planning LLC 0.53% Add +6.2% 2,950 $1.6M
Farley Capital L.P. 1.45% No change 2,949 $1.6M
Washburn Capital Management, Inc. 1.03% Add +5.2% 2,948 $1.6M
Keeler & Nadler Financial Planning & Wealth Management 0.71% Add +0.2% 2,982 $1.6M
Legend Financial Advisors, Inc. 1.15% Reduce -0.0% 2,945 $1.6M
Paragon Capital Management LLC 0.90% No change 2,944 $1.6M
Cookson Peirce & Co. Inc. 0.08% Add +43.5% 2,940 $1.6M
Bantamac Capital, LLC 0.75% Add +12.7% 2,939 $1.6M
Blalock Williams, LLC 1.75% Add +8.9% 2,935 $1.6M
Beaton Management Co. Inc. 0.81% Reduce -1.7% 2,935 $1.6M
Planning Alternatives Ltd. 0.24% Add +24.9% 2,921 $1.6M
First United Bank & Trust 0.58% Add +0.3% 2,914 $1.6M
Valley Brook Capital Group, Inc. 1.22% Add +13.0% 2,910 $1.5M
Nautilus Advisors LLC 1.28% Add +106.6% 2,909 $1.5M
Secured Retirement Advisors, LLC 1.00% Add +515.7% 2,906 $1.5M
Eagle Strategies LLC 0.27% Add +21.6% 2,900 $1.5M
Reliant Investment Partners, LLC 1.57% Add +0.8% 2,896 $1.5M
Sachetta, LLC 0.63% Reduce -2.5% 2,896 $1.5M
Inspire Advisors, LLC 0.18% Reduce -6.6% 2,895 $1.5M
Oliver Luxxe Assets LLC 0.29% Reduce -2.9% 2,883 $1.5M
Cairn Investment Group, Inc. 0.87% Add +1.8% 2,878 $1.5M
Wellington Shields Capital Management, LLC 0.28% No change 2,875 $1.5M
Triune Financial Partners, LLC 0.49% Add +1.2% 2,874 $1.5M
Arkansas Financial Group, Inc. 0.26% Reduce -1.9% 2,966 $1.5M
Safeguard Investment Advisory Group, LLC 0.42% Add +58.1% 2,869 $1.5M
Spartan Planning & Wealth Management 1.48% Reduce -19.3% 2,864 $1.5M
Connable Office Inc. 0.16% No change 2,861 $1.5M
M. Kulyk & Associates, LLC 0.35% Reduce -3.8% 2,860 $1.5M
Mountain Capital Investment Advisors Inc. 0.33% Add +13.3% 2,864 $1.5M
Whelan Financial 0.59% Add +75.7% 2,858 $1.5M
Financial Perspectives, Inc 0.52% Reduce -1.9% 2,798 $1.5M
Courage Miller Partners, LLC 0.51% No change 2,850 $1.5M
First International Bank & Trust 0.48% Add +32.1% 2,849 $1.5M
Seascape Capital Management 0.53% Add +8.5% 2,848 $1.5M
CCG Wealth Management, LLC 0.91% Add +0.0% 2,841 $1.5M
IMA Advisory Services, Inc. 0.18% Reduce -2.8% 2,836 $1.5M
Partnership Wealth Management, LLC 1.28% Add +1.5% 2,835 $1.5M
Francis Financial, Inc. 0.37% Reduce -15.4% 2,822 $1.5M
Heck Capital Advisors, LLC 0.17% Add +29.3% 2,822 $1.5M
REDW Wealth LLC 0.56% No change 2,821 $1.5M
Gateway Wealth Partners, LLC 0.34% Reduce -0.2% 2,816 $1.5M
True Link Financial Advisors, LLC 0.11% Add +37.7% 2,813 $1.5M
Sprinkle Financial Consultants LLC 0.95% No change 2,799 $1.5M
St. Johns Investment Management Company, LLC 0.74% Add +170.4% 2,796 $1.5M
Gallagher Fiduciary Advisors, LLC 0.05% Add +1.7% 2,796 $1.5M
Fortitude Financial, LLC 1.41% Add +4.2% 2,789 $1.5M
Goldstone Financial Group, LLC 0.22% Add +9.2% 2,786 $1.5M
Omnia Family Wealth, LLC 0.62% Add +22.4% 2,783 $1.5M
Davis Capital Management 1.18% Reduce -2.4% 2,778 $1.5M
McNaughton Wealth Management, LLC 0.72% Add +3.3% 2,778 $1.5M
Pinnacle West Asset Management, Inc. 1.07% Reduce -0.4% 2,775 $1.5M
Jessup Wealth Management, Inc 0.62% Add +0.4% 2,773 $1.5M
Hubbell Strickland Wealth Management, LLC 0.70% No change 2,770 $1.5M
McKinley Carter Wealth Services, Inc. 0.09% Reduce -9.1% 2,769 $1.5M
Hilltop Partners LLC 0.50% Reduce -5.2% 2,765 $1.5M
May Hill Capital, LLC 0.56% Reduce -2.1% 2,764 $1.5M
Barnes Pettey Financial Advisors, LLC 1.14% No change 2,760 $1.5M
Milestone Asset Management, LLC 0.31% Add +3.8% 2,759 $1.5M
Prospect Financial Group LLC 1.87% Add +0.0% 2,758 $1.5M
Charter Research & Investment Group, Inc. 1.12% Reduce -0.4% 2,749 $1.5M
Global View Capital Management LLC 0.53% New 2,743 $1.5M
Missouri Trust & Investment Co 0.51% Reduce -1.8% 2,741 $1.5M
TLWM 0.29% Add +1.3% 2,739 $1.5M
Abel Hall, LLC 0.88% Add +29.0% 2,737 $1.5M
HT Partners LLC 0.50% Reduce -3.4% 2,735 $1.5M
Signature Wealth Management Partners, LLC 0.95% Reduce -9.9% 2,733 $1.5M
Denver Wealth Management, Inc. 0.66% No change 2,732 $1.5M
Milestone Asset Management Group, LLC 1.31% Add +5.7% 2,730 $1.5M
Ironsides Asset Advisors, LLC 0.43% Add +16.3% 2,729 $1.5M
Stablepoint Partners, LLC 0.26% Add +0.8% 2,722 $1.4M
Roble, Belko & Company, Inc 0.23% Add +96.0% 2,718 $1.4M
Onyx Bridge Wealth Group LLC 0.21% Add +2.1% 2,712 $1.4M
Eclectic Associates Inc. 0.39% Add +4.2% 2,708 $1.4M
Fermata Advisors, LLC 0.26% Add +14.2% 2,708 $1.4M
Catalyst Private Wealth, LLC 0.70% Reduce -0.8% 2,705 $1.4M
MN Wealth Advisors, LLC 0.85% Add +2.5% 2,701 $1.4M
Rowlandmiller & Partners.adv 0.30% Add +0.7% 2,700 $1.4M
Ssi Investment Management LLC 0.58% Reduce -0.0% 2,697 $1.4M
Benchmark Wealth Management, LLC 0.69% Reduce -1.5% 2,695 $1.4M
First County Bank 0.79% Add +1.7% 2,693 $1.4M
Dempze Nancy E 0.86% Reduce -12.4% 2,686 $1.4M
Essex LLC 0.31% Add +30.8% 2,686 $1.4M
CKW Financial Group 0.18% Add +0.6% 2,681 $1.4M
Ackerman Capital Advisors, LLC 0.38% Reduce -2.4% 2,682 $1.4M
Consilium Wealth Advisory, LLC 0.72% Reduce -1.0% 2,681 $1.4M
Family Firm, Inc. 0.32% No change 2,680 $1.4M
Prasad Wealth Partners, LLC 0.47% Add +1.8% 2,676 $1.4M
Arvest Bank Trust Division 0.09% Add +10.1% 2,672 $1.4M
Compass Advisory Group LLC 0.49% Add +3.3% 2,665 $1.4M
Waycross Investment Management Co 1.60% Add +0.9% 2,660 $1.4M
McGlone Suttner Wealth Management, Inc. 0.23% No change 2,660 $1.4M
Seven Mile Advisory 0.94% Add +4.7% 2,654 $1.4M
Acorn Financial Advisory Services Inc. 0.26% Reduce -1.0% 2,653 $1.4M
Chancellor Financial Group WB LP 1.17% Reduce -0.9% 2,652 $1.4M
Pacific Global Investment Management Co. 2.00% Reduce -15.5% 2,649 $1.4M
GMO 0.00% Reduce -95.7% 2,648 $1.4M
Wealth Forward, LLC 1.00% No change 2,645 $1.4M
Crown Wealth Group, LLC 0.73% Reduce -27.7% 2,645 $1.4M
Clarus Group, Inc. 0.55% Reduce -21.7% 2,643 $1.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.58% No change 2,725 $1.4M
Perissos Private Wealth Management, LLC 1.28% No change 2,638 $1.4M
Veracity Capital LLC 0.55% Reduce -0.7% 2,636 $1.4M
Hexagon Capital Partners LLC 0.27% Add +6.8% 2,636 $1.4M
4WEALTH Advisors, Inc. 1.55% Add +7.9% 2,634 $1.4M
Curran Financial Partners, LLC 0.34% Add +12.4% 2,633 $1.4M
SC&H Financial Advisors, Inc. 0.28% Add +2.8% 2,631 $1.4M
Oregon Pacific Wealth Management, LLC 1.40% Add +4.5% 2,628 $1.4M
Financial Alternatives, Inc 0.99% Add +18.4% 2,619 $1.4M
Willis Johnson & Associates, Inc. 0.11% Add +17.9% 2,618 $1.4M
Rational Advisors, Inc. 0.15% Reduce -25.3% 2,618 $1.4M
Quantum Financial Advisors, LLC 0.21% Reduce -20.5% 2,616 $1.4M
SYM FINANCIAL Corp 0.17% Add +23.8% 2,614 $1.4M
Syntegra Private Wealth Group, LLC 0.16% Add +5.4% 2,611 $1.4M
Capital Market Strategies LLC 0.93% Reduce -20.6% 2,609 $1.4M
Country Trust Bank 0.04% Reduce -2.7% 2,609 $1.4M
Towneley Capital Management, Inc / DE 0.32% Add +170.0% 2,600 $1.4M
DDFG, Inc 0.38% Add +17.3% 2,599 $1.4M
Atwater Malick LLC 0.47% No change 2,591 $1.4M
waypoint wealth counsel 0.87% Add +12.1% 2,589 $1.4M
First Bancorp, Inc 0.90% Reduce -0.3% 2,588 $1.4M
Miller Financial Services LLC 1.97% Reduce -31.3% 2,577 $1.4M
Taylor Hoffman Capital Management LLC 0.51% Add +17.5% 2,573 $1.4M
Parkside Advisors LLC 0.33% No change 2,574 $1.4M
Nottingham Advisors, Inc. 0.21% Reduce -18.2% 2,574 $1.4M
Financial Management Professionals, Inc. 0.18% Reduce -4.3% 2,574 $1.4M
River Street Advisors LLC 0.68% Reduce -1.5% 2,573 $1.4M
BCS Wealth Management 0.35% Add +8.0% 2,573 $1.4M
Ellenbecker Investment Group 0.25% Add +0.7% 2,565 $1.4M
WESPAC Advisors SoCal, LLC 0.35% Reduce -8.3% 2,559 $1.4M
Iron Horse Wealth Management, LLC 0.44% Add +26.6% 2,556 $1.4M
BlueSky Wealth Advisors, LLC 0.21% No change 2,553 $1.4M
Coastwise Capital Group, LLC 1.14% Reduce -5.9% 2,551 $1.4M
Wealthstream Advisors, Inc. 0.25% Add +6.6% 2,551 $1.4M
Maven Securities LTD 0.30% New 2,548 $1.4M
Investmark Advisory Group LLC 0.67% No change 2,546 $1.4M
Wealth Group Ltd 0.40% Reduce -0.1% 2,539 $1.4M
Affinity Capital Advisors, LLC 0.27% Add +0.2% 2,580 $1.4M
Breed's Hill Capital LLC 0.73% Add +3.0% 2,537 $1.4M
Wayfinding Financial, LLC 0.59% Add +0.7% 2,536 $1.4M
Private Wealth Management Group, LLC 0.50% Add +0.2% 2,533 $1.3M
Austin Private Wealth, LLC 0.12% Add +14.9% 2,531 $1.3M
High Net Worth Advisory Group LLC 0.38% Reduce -0.4% 2,531 $1.3M
Elevated Capital Advisors, LLC 0.38% Reduce -0.5% 2,530 $1.3M
BlackDiamond Wealth Management, LLC 0.91% Reduce -11.6% 2,622 $1.3M
Kennebec Savings Bank 1.42% Add +1.6% 2,527 $1.3M
Safeguard Financial, LLC 0.29% Add +4.1% 2,527 $1.3M
Fortem Financial Group, LLC 0.52% Add +10.2% 2,524 $1.3M
Uniting Wealth Partners, LLC 0.67% Add +0.8% 2,518 $1.3M
PCG Asset Management, LLC 1.25% Reduce -5.0% 2,513 $1.3M
Topsail Wealth Management, LLC 0.27% Add +3.0% 2,510 $1.3M
CarsonAllaria Wealth Management, Ltd. 0.77% Add +0.8% 2,503 $1.3M
Rodgers Brothers Inc. 0.18% No change 2,503 $1.3M
Fairman Group, LLC 1.22% Reduce -14.6% 2,937 $1.3M
Atlantic Family Wealth, LLC 1.22% Add +3.5% 2,490 $1.3M
Burton Enright Welch 0.27% Add +0.1% 2,490 $1.3M
Operose Advisors LLC 0.44% Add +163.5% 2,490 $1.3M
TPG Advisors LLC 1.04% No change 2,489 $1.3M
Cardinal Strategic Wealth Guidance 0.42% Reduce -25.0% 2,488 $1.3M
Wealthquest Corp 0.11% Add +2.8% 2,488 $1.3M
Creative Capital Management Investments LLC 0.51% No change 2,484 $1.3M
CGN Advisors LLC 0.13% Reduce -9.2% 2,472 $1.3M
Full Sail Capital, LLC 0.09% Reduce -2.4% 2,470 $1.3M
Avantra Family Wealth, Inc. 1.26% Reduce -4.8% 2,468 $1.3M
Centennial Wealth Advisory LLC 0.48% Add +3.7% 2,460 $1.3M
Kensington Investment Counsel, LLC 0.58% No change 2,460 $1.3M
CMC Financial Group 2.95% Reduce -0.5% 2,452 $1.3M
Sawgrass Asset Management LLC 0.16% Reduce -1.5% 2,451 $1.3M
Clark Wealth Partners 0.97% Add +0.0% 2,450 $1.3M
Rice Hall James & Associates, LLC 0.08% Reduce -5.0% 2,450 $1.3M
Creekmur Asset Management LLC 0.27% Reduce -7.5% 2,443 $1.3M
Canopy Partners, LLC 0.51% Reduce -1.3% 2,439 $1.3M
Element Wealth, LLC 0.70% Add +1.0% 2,439 $1.3M
Emerald Advisors, LLC 0.17% Add +25.8% 2,436 $1.3M
Cove Private Wealth, LLC 0.69% Add +304.3% 2,434 $1.3M
Consilio Wealth Advisors, LLC 0.54% Add +2.0% 2,434 $1.3M
Spectrum Planning & Advisory Services Inc. 1.08% No change 2,431 $1.3M
Sunesis Advisors, LLC 0.70% No change 2,424 $1.3M
Beacon Capital Management, LLC 0.17% Reduce -4.5% 2,418 $1.3M
Paladin Wealth, LLC 1.15% Add +4.5% 2,414 $1.3M
Phocas Financial Corp. 0.20% No change 2,412 $1.3M
Riggs Asset Managment Co. Inc. 0.37% Add +0.6% 2,411 $1.3M
Cascade Investment Advisors, Inc. 0.87% Reduce -3.4% 2,410 $1.3M
PAX Financial Group, LLC 0.23% Add +1.6% 2,409 $1.3M
Bogart Wealth, LLC 0.06% Add +23.8% 2,405 $1.3M
Sterling Financial Planning, Inc. 0.46% Add +10.0% 2,404 $1.3M
Private Client Services, LLC 0.63% Add +3.0% 2,398 $1.3M
Warner Financial, Inc. 0.56% No change 2,398 $1.3M
Sachem Hill LLC 0.25% Add +2.6% 2,392 $1.3M
Carmel Capital Partners, LLC 0.50% Reduce -0.9% 2,390 $1.3M
West Michigan Advisors, LLC 0.42% Add +88.9% 2,390 $1.3M
Riverchase Wealth Management, LLC 0.89% No change 2,387 $1.3M
Falcon Wealth Planning 0.14% Add +23.9% 2,386 $1.3M
Parkshore Wealth Management, Inc. 0.74% Add +0.0% 2,383 $1.3M
Radnor Capital Management, LLC 0.21% Add +2.8% 2,381 $1.3M
Natural Investments, LLC 0.36% No change 2,376 $1.3M
Continental Investors Services, Inc. 2.51% Add +15.8% 2,373 $1.3M
Wealthstar Advisors, LLC 0.58% Add +27.0% 2,373 $1.3M
Carbahal Olsen Financial Services Group, LLC 1.20% No change 2,365 $1.3M
Visionary Horizons, LLC 0.89% Add +3.1% 2,361 $1.3M
Investidor Profissional Gestao de Recursos Ltda. 1.21% Reduce -9.9% 2,358 $1.3M
Long Run Wealth Advisors, LLC 0.28% Add +4.4% 2,358 $1.3M
Riversedge Advisors, LLC 0.28% Add +12.3% 2,357 $1.3M
Cohen Capital Management, Inc. 0.21% No change 2,355 $1.3M
Vega Investment Solutions 0.24% Reduce -40.4% 2,348 $1.3M
Etesian Wealth Advisors, Inc. 0.54% Reduce -1.6% 2,349 $1.3M
Skba Capital Management LLC 0.19% Add +78.0% 2,348 $1.3M
Home Federal Bank of Tennessee 0.37% Reduce -2.4% 2,345 $1.2M
CoreFirst Bank & Trust 0.80% Add +7.5% 2,343 $1.2M
Farmers Trust Co. 0.23% No change 2,342 $1.2M
Chapman Investment Management, LLC 0.93% Reduce -2.1% 2,341 $1.2M
Mascoma Wealth Management LLC 0.31% Add +2.2% 2,335 $1.2M
626 Financial, LLC 0.64% Add +6.9% 2,333 $1.2M
SKY-Mountain Capital Management, Inc. 1.05% — 2,331 $1.2M
Warwick Investment Management, Inc. 0.26% Add +19.7% 2,330 $1.2M
Covington Investment Advisors Inc. 0.19% No change 2,324 $1.2M
Dynamic Financial Group 1.24% No change 2,323 $1.2M
RAM Investment Partners, LLC 0.30% Reduce -8.6% 2,317 $1.2M
Capital Planning LLC 0.34% Reduce -8.4% 2,315 $1.2M
Cedar Point Capital Partners, LLC 0.83% Add +1.6% 2,314 $1.2M
Burns Matteson Capital Management, LLC 0.66% Add +28.8% 2,312 $1.2M
First Financial Bankshares Inc 0.03% Reduce -2.0% 2,309 $1.2M
Landaas & Co. /Wi 0.34% Add +0.5% 2,304 $1.2M
Variant Private Wealth, LLC 1.32% No change 2,303 $1.2M
Sutton Place Investors LLC 0.82% Add +23.6% 2,303 $1.2M
AssuredPartners Investment Advisors, LLC 0.24% Add +1.6% 2,300 $1.2M
Aspire Growth Partners LLC 1.09% Reduce -0.8% 2,362 $1.2M
Pandora Wealth, Inc. 0.80% — 2,296 $1.2M
Clarkston Capital Partners, LLC 0.02% Add +3.4% 2,296 $1.2M
Hill Investment Group Partners, LLC 0.17% Reduce -19.1% 2,295 $1.2M
Claris Financial LLC 0.80% No change 2,694 $1.2M
Walkner Condon Financial Advisors LLC 0.25% Add +1.6% 2,292 $1.2M
OLIO Financial Planning 0.42% Add +7.2% 2,286 $1.2M
Knightsbridge Asset Management, LLC 0.32% Add +3.6% 2,283 $1.2M
United Advisor Group, LLC 0.25% Add +3.3% 2,279 $1.2M
Tempus Wealth Planning, LLC 0.36% Reduce -0.2% 2,278 $1.2M
DeDora Capital, Inc. 0.35% Reduce -3.5% 2,278 $1.2M
Ayrshire Capital Management LLC 0.59% Reduce -14.4% 2,277 $1.2M
Sheets Smith Wealth Management 0.15% No change 2,277 $1.2M
Brady Martz Wealth Solutions, LLC 0.27% Add +0.8% 2,275 $1.2M
Phillips Financial Management, LLC 0.09% Add +5.2% 2,268 $1.2M
Tableaux LLC 0.87% Add +236.8% 2,267 $1.2M
Per Stirling Capital Management, LLC. 0.17% Reduce -9.5% 2,261 $1.2M
First National Bank & Trust Co. of Newtown 0.25% No change 2,260 $1.2M
Diversified Portfolios, Inc. 0.13% No change 2,257 $1.2M
Hengehold Capital Management LLC 0.11% Add +49.3% 2,256 $1.2M
Towne Trust Company, N.A 0.42% No change 2,252 $1.2M
Mayport, LLC 0.33% Add +20.2% 2,252 $1.2M
Austin Wealth Management, LLC 0.24% Add +0.8% 2,255 $1.2M
Selway Asset Management 0.49% Reduce -1.5% 2,250 $1.2M
American Assets Investment Management, LLC 0.10% No change 2,250 $1.2M
Penserra Capital Management LLC 0.02% Reduce -53.2% 2,251 $1.2M
Sage Rhino Capital LLC 0.28% Reduce -2.4% 2,247 $1.2M
Shoker Investment Counsel, Inc. 0.40% Add +59.5% 2,246 $1.2M
Contravisory Investment Management, Inc. 0.25% Add +84.5% 2,245 $1.2M
Oak Hill Wealth Advisors, LLC 0.28% Reduce -0.6% 2,234 $1.2M
Tarbox Family Office, Inc. 0.20% Reduce -0.9% 2,234 $1.2M
Defined Wealth Management, LLC 0.80% Add +3.0% 2,233 $1.2M
Cercano Management LLC 0.03% Add +62.9% 2,230 $1.2M
Argyle Capital Management, LLC 0.44% No change 2,226 $1.2M
Ceeto Capital Group, LLC 0.45% New 2,225 $1.2M
Marco Investment Management LLC 0.11% Reduce -11.2% 2,225 $1.2M
Sunpointe, LLC 0.63% Reduce -14.4% 2,223 $1.2M
Ewa, LLC 0.44% Add +8.6% 2,222 $1.2M
Sunflower Bank, N.A. 0.33% Add +1.6% 2,219 $1.2M
CV Advisors LLC 0.41% Add +2.4% 2,268 $1.2M
BOS Asset Management, LLC 0.41% Add +1.0% 2,212 $1.2M
Ariadne Wealth Management, LP 0.61% Reduce -7.8% 2,288 $1.2M
Warburton Capital Management, LLC 0.85% Add +8.3% 2,208 $1.2M
William Allan Corp 0.74% Add +5.5% 2,206 $1.2M
Elevatus Welath Management 0.67% Add +23.3% 2,204 $1.2M
Ridgecrest Wealth Partners, LLC 0.61% Add +15.8% 2,201 $1.2M
Capital Advisors, Ltd. LLC 0.15% Add +3.0% 2,197 $1.2M
SimpliFi, Inc. 0.54% Add +2.0% 2,193 $1.2M
Harvest Investment Services, LLC 0.32% Reduce -3.2% 2,385 $1.2M
Members Trust Co 0.04% Reduce -15.5% 2,190 $1.2M
Yukon Wealth Management, Inc. 0.48% — 2,187 $1.2M
Harbor Group, Inc. 0.23% No change 2,187 $1.2M
EWG Elevate Inc. 0.44% Add +0.7% 2,186 $1.2M
Scientech Research LLC 0.31% Reduce -23.7% 2,186 $1.2M
Cordgrass Capital Advisors, LLC 0.33% Add +35.0% 2,181 $1.2M
Athena Investment Management 0.70% Reduce -7.5% 2,179 $1.2M
First Financial Group Corp 1.31% No change 2,176 $1.2M
Mattern Capital Management, LLC 0.15% Reduce -2.0% 2,172 $1.2M
First Business Financial Services, Inc. 0.11% Add +27.3% 2,172 $1.2M
Almanack Investment Partners, LLC. 0.23% Reduce -29.8% 2,167 $1.2M
MFA Wealth Services 0.94% Reduce -18.8% 2,155 $1.1M
Maryland Capital Advisors Inc. 0.51% Reduce -21.7% 2,151 $1.1M
Clear Point Advisors Inc. 1.03% Add +9.8% 2,150 $1.1M
Argentarii, LLC 0.57% Reduce -2.6% 2,144 $1.1M
Baron Wealth Management LLC 0.50% Add +20.3% 2,142 $1.1M
Atlas Private Wealth Advisors 0.16% Add +11.2% 2,133 $1.1M
apricus wealth, LLC 0.67% Reduce -0.9% 2,131 $1.1M
BKM Wealth Management, LLC 0.47% Reduce -6.2% 2,131 $1.1M
Foster & Motley Inc. 0.07% Reduce -8.0% 2,127 $1.1M
Alteri Wealth LLC 0.50% Add +2.8% 2,127 $1.1M
Rakuten Securities, Inc. 0.57% Add +379.9% 2,126 $1.1M
Boyd Watterson Asset Management LLC 0.37% No change 2,125 $1.1M
AJ Advisors, LLC 0.58% Add +136.8% 2,122 $1.1M
Terril Brothers, Inc. 0.42% Reduce -0.2% 2,121 $1.1M
Level Financial Advisors 0.38% Add +33.8% 2,120 $1.1M
Cornerstone Advisors Asset Management, LLC 0.23% Add +5.5% 2,114 $1.1M
Manchester Financial Inc. 0.25% Add +30.3% 2,111 $1.1M
Elk River Wealth Management LLC 0.21% No change 2,110 $1.1M
New World Advisors LLC 0.25% Add +8.2% 2,106 $1.1M
Goodman Financial Corp 0.24% Add +13.5% 2,105 $1.1M
Corundum Group, Inc. 0.53% Reduce -42.8% 2,088 $1.1M
Strategic Financial Concepts, LLC 0.21% Reduce -4.2% 2,082 $1.1M
Stonehearth Capital Management, LLC 0.46% Reduce -3.2% 2,082 $1.1M
Milestones Administradora de Recursos Ltda. 0.57% No change 2,080 $1.1M
Integrated Quantitative Investments LLC 0.55% Add +10.6% 2,080 $1.1M
Blue Edge Capital, LLC 0.18% Add +23.8% 2,080 $1.1M
Ulland Investment Advisors, LLC 0.96% Reduce -1.9% 2,076 $1.1M
Aristotle Capital Management, LLC 0.00% No change 2,075 $1.1M
Strategic Advocates LLC 0.38% No change 2,072 $1.1M
Eagle Bay Advisors LLC 0.93% Reduce -9.1% 2,068 $1.1M
Investment Partners Asset Management, Inc. 0.86% Add +7.8% 2,068 $1.1M
Bigelow Investment Advisors, LLC 0.52% Add +6.6% 2,067 $1.1M
Lagoda Investment Management, L.P. 0.70% No change 2,065 $1.1M
Boltwood Capital Management 0.33% Reduce -10.5% 2,063 $1.1M
Clayton Financial Group LLC 0.40% Add +7.5% 2,062 $1.1M
Greenhouse Wealth Management, LLC 0.82% No change 2,060 $1.1M
White Pine Capital LLC 0.38% Add +8.2% 2,058 $1.1M
Mission Financial Group, LLC 1.01% — 2,282 $1.1M
Highlander Partners, L.P. 0.68% No change 2,050 $1.1M
CWS Financial Advisors, LLC 0.34% Add +6.2% 2,050 $1.1M
Renaissance Group LLC 0.05% Reduce -5.8% 2,049 $1.1M
Generali Investments, Management Co LLC 0.31% Add +15.5% 2,046 $1.1M
Kohmann Bosshard Financial Services, LLC 0.13% Add +18.1% 2,045 $1.1M
New Covenant Trust Company, N.A. 1.15% Reduce -2.1% 2,069 $1.1M
Monograph Wealth Advisors, LLC 0.15% Add +0.3% 2,043 $1.1M
ABLE Financial Group, LLC 0.30% Reduce -1.5% 2,042 $1.1M
Renaissance Technologies 0.00% Reduce -10.3% 2,036 $1.1M
Sylvest Advisors, LLC 0.68% Add +1.4% 2,039 $1.1M
Mayar Capital Ltd. 1.92% No change 2,038 $1.1M
Greykasell Wealth Strategies, Inc. 0.58% No change 2,037 $1.1M
BCK Partners, Inc. 0.67% No change 2,031 $1.1M
NCM Capital Management, LLC 0.49% No change 2,028 $1.1M
Legacy Capital Wealth Partners, LLC 0.26% Add +1.1% 2,022 $1.1M
Northwest Capital Management Inc 0.44% No change 2,021 $1.1M
Financial Futures Ltd Liability Co. 0.61% Add +0.4% 2,020 $1.1M
Summit Wealth & Retirement Planning, Inc. 0.33% Add +3.6% 2,019 $1.1M
Security Financial Services, INC. 0.21% Add +0.3% 2,018 $1.1M
Boyar Asset Management Inc. 0.78% Reduce -1.0% 2,016 $1.1M
Commonwealth Financial Services, LLC 0.22% Add +44.0% 2,015 $1.1M
Covestor Ltd 0.72% Add +6.3% 2,012 $1.1M
Juncture Wealth Strategies, LLC 0.42% Reduce -0.1% 2,013 $1.1M
Promus Capital, LLC 0.81% No change 2,011 $1.1M
Five Oceans Advisors 0.51% Add +0.1% 2,010 $1.1M
Selective Wealth Management, Inc. 0.47% Reduce -1.8% 2,042 $1.1M
KFG Wealth Management, LLC 0.19% Add +3.8% 2,004 $1.1M
Wood Tarver Financial Group, LLC 0.35% Add +2.3% 1,996 $1.1M
Shelton Wealth Management, LLC 0.61% Reduce -4.4% 1,992 $1.1M
Campion Asset Management 0.82% No change 1,991 $1.1M
Prosperitas Financial LLC 0.55% Reduce -16.2% 1,985 $1.1M
Allium Financial Advisors, LLC 0.96% — 1,983 $1.1M
Maripau Wealth Management LLC 0.61% Reduce -22.3% 1,981 $1.1M
Capital CS Group, LLC 1.80% Reduce -0.7% 1,980 $1.1M
Transcendent Capital Group LLC 0.59% Add +0.6% 1,975 $1.1M
IMZ Advisory Inc 0.48% Reduce -6.2% 1,970 $1.0M
Hoxton Planning & Management, LLC 0.40% Add +0.8% 1,966 $1.0M
Asset Planning Services Inc. /La/ 0.53% No change 1,965 $1.0M
Planned Solutions, Inc. 0.43% Add +2.4% 1,960 $1.0M
Harold Davidson & Associates Inc. 0.57% Add +3.9% 1,956 $1.0M
WestHill Financial Advisors, Inc. 0.24% Add +3.1% 1,952 $1.0M
Everpar Advisors LLC 0.55% Add +41.4% 1,951 $1.0M
Sageworth Trust Co of South Dakota 1.25% New 1,950 $1.0M
Three Magnolias Financial Advisors, LLC 0.88% Add +9.6% 1,950 $1.0M
Objective Capital Management, LLC 1.32% Reduce -32.1% 1,950 $1.0M
McClarren Financial Advisors, Inc. 0.69% New 3,861 $1.0M
Roberts Financial Services LLC 0.20% Reduce -1.0% 1,947 $1.0M
Capital Square, LLC 0.61% Add +3.6% 1,946 $1.0M
Arista Wealth Management, LLC 0.25% Add +27.9% 1,944 $1.0M
LJI Wealth Management, LLC 0.21% Add +3.4% 1,941 $1.0M
CAP Partners, LLC 0.75% Reduce -4.1% 1,937 $1.0M
Gerber, LLC 0.86% No change 1,936 $1.0M
BlueChip Wealth Advisors LLC 0.51% Add +18.0% 1,936 $1.0M
RFP Financial Group LLC 0.42% Add +0.1% 1,934 $1.0M
Tidemark, LLC 0.38% Add +9.0% 1,934 $1.0M
Grove Street Fiduciary, LLC 0.52% No change 1,933 $1.0M
Gilman Hill Asset Management, LLC 0.18% Reduce -19.1% 1,928 $1.0M
Benchmark Financial Wealth Advisors, LLC 0.39% Add +8.2% 1,926 $1.0M
Vanguard Capital Wealth Advisors 1.26% No change 1,923 $1.0M
Blue Bell Private Wealth Management, LLC 0.19% No change 1,923 $1.0M
Asahi Life Asset Management Co., LTD. 0.66% Reduce -40.4% 1,917 $1.0M
Spectrum Investment Advisors, Inc. 0.66% Reduce -4.2% 1,915 $1.0M
Leigh Baldwin & Co., LLC 0.82% Add +5.5% 1,914 $1.0M
Legacy Wealth Management, LLC / MS 0.33% Add +21.5% 1,913 $1.0M
Gleason Group, Inc. 0.18% Reduce -3.9% 1,911 $1.0M
Challenger Wealth Management 0.81% Reduce -1.3% 1,909 $1.0M
Cascade Investment Group, Inc. 0.78% Reduce -7.9% 1,904 $1.0M
Nemes Rush Group LLC 0.13% Reduce -0.9% 1,904 $1.0M
Cedar Mountain Advisors, LLC 0.23% Reduce -2.0% 1,903 $1.0M
Johnson & White Wealth Management, LLC 0.57% No change 1,902 $1.0M
Mad River Investors 0.43% Reduce -71.8% 1,900 $1.0M
Dearborn Partners LLC 0.05% No change 1,899 $1.0M
Net Worth Advisory Group 0.32% Reduce -0.6% 1,895 $1.0M
Bruni J V & Co. 0.12% Add +1.2% 1,889 $1.0M
Hirtle & Co., LLC 0.05% Add +18.9% 1,889 $1.0M
Jackson Hole Capital Partners, LLC 0.20% Add +24.9% 1,888 $1.0M
Twelve Points Wealth Management LLC 0.27% Add +9.2% 1,887 $1.0M
Motive Wealth Advisors 0.54% Reduce -3.8% 1,885 $1.0M
Mountain Pacific Investment Advisers LLC 0.07% Reduce -2.2% 1,883 $1.0M
Oceanside Advisors LLC 0.73% No change 1,882 $1.0M
Orion Investment Co 0.41% No change 1,878 $1.0M
Estabrook Capital Management 0.16% Reduce -0.3% 1,875 $999K
Total Investment Management Inc. 0.13% Reduce -28.0% 1,874 $998K
Kane Investment Management, Inc. 0.48% Add +41.1% 1,872 $997K
Index Fund Advisors, Inc. 0.06% Reduce -12.9% 1,870 $996K
Sunbeam Capital Management, LLC 0.95% Reduce -10.3% 1,869 $995K
Wallington Asset Management, LLC 0.14% Add +0.7% 1,869 $995K
Rossby Financial, LCC 0.43% Add +49.6% 1,874 $995K
Hillsdale Investment Management Inc. 0.05% Reduce -13.5% 1,865 $993K
Rosenberg Matthew Hamilton 0.25% Add +0.2% 1,861 $991K
Lam Group, Inc. 0.73% Add +0.2% 1,856 $988K
Meritas Wealth Management, LLC 0.58% No change 1,852 $986K
Wells Trecaso Financial Group, LLC 0.33% No change 1,849 $985K
Birchcreek Wealth Management, LLC 0.62% Add +0.3% 1,849 $985K
Navalign, LLC 0.28% Reduce -4.9% 1,848 $984K
Capital Investment Services of America, Inc. 0.10% Add +0.4% 1,845 $983K
Seeds Investor LLC 0.28% Add +12.5% 1,843 $982K
Von Berge Wealth Management Group, LLC 0.63% No change 1,844 $980K
Diamant Asset Management, Inc. 0.74% No change 1,840 $980K
Oak Asset Management, LLC 0.36% No change 1,840 $980K
VERITY Wealth Advisors 0.72% Reduce -11.6% 1,835 $977K
Hoge Financial Services, LLC 0.68% Add +63.3% 1,834 $977K
Alpha Advisors, LLC 0.85% Reduce -22.6% 1,831 $975K
Gordian Advisors LLC 0.77% Add +0.5% 1,831 $975K
Bridgewealth Advisory Group, LLC 1.28% Reduce -54.0% 1,828 $974K
Acorn Creek Capital LLC 0.48% Add +2.3% 1,822 $970K
Pinnacle Holdings, LLC 0.43% New 1,822 $970K
BetterWealth, LLC 0.27% Reduce -5.1% 1,818 $968K
Verus Financial Partners, Inc. 0.11% No change 1,833 $968K
Moisand Fitzgerald Tamayo, LLC 0.13% Add +21.1% 1,817 $968K
Family Office Research LLC 0.47% Add +7.2% 1,814 $966K
Vista Investment Management 0.38% Reduce -11.1% 1,813 $966K
TigerOak Management, L.L.C. 0.37% Add +15.3% 1,812 $965K
Mfa Wealth Advisors, LLC 0.24% Add +2.3% 1,811 $965K
Wick Capital Partners, LLC 0.29% Add +3.6% 1,809 $963K
Foresight Capital Management Advisors, Inc. 0.60% Add +2.3% 1,808 $963K
Wealth Dimensions Group, Ltd. 0.23% Reduce -2.0% 1,801 $959K
Probity Advisors, Inc. 0.18% Reduce -1.0% 1,800 $959K
John G Ullman & Associates Inc. 0.15% Add +1.4% 1,799 $958K
Menard Financial Group LLC 0.63% Add +3.2% 1,869 $958K
Atlas Wealth LLC 0.52% Reduce -0.1% 1,790 $953K
Johnson Financial Group, LLC 0.10% Reduce -3.8% 1,790 $953K
MBA Advisors LLC 0.47% Add +0.4% 1,789 $953K
Lifeworks Advisors, LLC 0.16% Add +5.3% 1,789 $953K
First Pacific Financial 0.19% Reduce -19.5% 1,787 $952K
Kelly Financial Group LLC 0.30% Reduce -5.0% 1,785 $951K
Anderson Hoagland & Co. 0.11% No change 1,925 $948K
Northstar Financial Companies, Inc. 1.03% No change 1,780 $948K
Optimist Retirement Group LLC 0.47% Reduce -0.2% 1,780 $948K
Prosperity Financial Group, Inc. 0.47% Add +1.2% 1,780 $948K
Advantage Trust Co 0.57% No change 1,777 $946K
BTC Capital Management, Inc. 0.09% Add +10.2% 1,777 $946K
Winslow Asset Management Inc. 0.21% Reduce -1.7% 1,776 $946K
Clay Northam Wealth Management, LLC 0.66% No change 1,775 $945K
Great Waters Wealth Management 0.13% Reduce -3.5% 1,774 $945K
One Wealth Advisors, LLC 0.14% Reduce -9.0% 1,772 $944K
DT Investment Partners, LLC 0.09% No change 1,771 $943K
Wooster Corthell Wealth Management, Inc. 0.19% Add +18.8% 1,770 $943K
Forza Wealth Management, LLC 0.42% Reduce -12.0% 1,766 $941K
Olistico Wealth, LLC 0.58% No change 1,765 $940K
FMB Wealth Management 0.52% Add +2.8% 1,759 $937K
United Bank 0.12% Reduce -1.5% 1,756 $935K
Stableford Capital II LLC 0.40% Reduce -13.9% 1,803 $934K
Choice Wealth Advisors LLC 0.49% Reduce -3.6% 1,754 $934K
Financial Network Wealth Advisors LLC 1.23% Add +290.4% 1,753 $934K
Cottonwood Capital Advisors, LLC 0.69% Reduce -11.7% 1,753 $934K
EdgeRock Capital LLC 0.66% Reduce -3.9% 1,751 $933K
Aletheian Wealth Advisors LLC 0.52% Add +5.2% 1,750 $932K
Warren Street Wealth Advisors, LLC 0.36% Add +2.5% 1,750 $932K
Citizens & Northern Corp. 0.26% Add +0.9% 1,750 $932K
Tradewinds Capital Management, LLC 0.25% Add +0.5% 1,749 $931K
Heritage Family Offices, LLP 0.48% Reduce -0.3% 1,747 $930K
Bay Rivers Group 0.49% No change 1,746 $930K
Uptick Partners, LLC 0.31% Add +0.9% 1,744 $929K
Keb Asset Management, LLC 0.26% Reduce -4.2% 1,743 $928K
Carl P. Sherr & Co., LLC 0.51% Add +2.2% 1,736 $925K
Financial Synergies Wealth Advisors, Inc. 0.11% Add +40.7% 1,728 $920K
InTrack Investment Management Inc 0.83% Reduce -66.0% 1,716 $914K
Paradigm, Strategies in Wealth Management, LLC 0.61% No change 1,709 $910K
Fortress Financial Group, LLC 0.91% Add +0.6% 1,708 $910K
Exchange Bank 0.73% Add +1.1% 1,707 $909K
VestGen Investment Management 0.69% Reduce -37.5% 1,706 $909K
Gentry Private Wealth, LLC 0.75% New 1,704 $908K
Red Lighthouse Investment Management, LLC 0.37% Reduce -0.4% 2,152 $905K
Marquette Asset Management, LLC 0.16% No change 1,695 $903K
Facet Wealth, Inc. 0.02% Add +9.7% 1,762 $903K
Advanced Portfolio Management, LLC 1.82% New 1,693 $902K
Legacy PCG, LLC 0.64% No change 1,692 $901K
Human Investing LLC 0.16% Add +1.2% 1,688 $899K
Centerline Wealth Advisors, LLC 0.54% Reduce -19.6% 1,686 $898K
Warther Private Wealth, LLC 0.30% Reduce -3.2% 1,685 $897K
Riverview Trust Co 0.89% Reduce -2.1% 1,683 $896K
Cherrydale Wealth Management, LLC 0.35% Reduce -0.9% 1,682 $896K
Matisse Capital 0.47% No change 1,676 $893K
AAF Wealth Management, LLC 0.48% Reduce -13.0% 1,676 $892K
Baker Boyer National Bank 0.33% No change 1,675 $892K
Investment Management Corp. /Va/ 0.80% No change 1,671 $890K
Argent Capital Management LLC 0.03% No change 1,670 $889K
Partners in Financial Planning 0.18% No change 1,669 $889K
RNC Capital Management LLC 0.05% Reduce -5.5% 1,668 $888K
Horan Securities, Inc. 0.34% Reduce -9.4% 1,668 $888K
Robinson Smith Wealth Advisors LLC 0.74% No change 1,664 $886K
Sequent Planning LLC 0.32% Add +11.3% 1,664 $886K
KFA Private Wealth Group, LLC 0.31% Add +25.2% 1,664 $886K
Michels Family Financial, LLC 0.80% Add +5.7% 1,662 $885K
Empirical Asset Management, LLC 0.30% Reduce -98.0% 1,662 $885K
Northern Capital Management, Inc. 0.58% No change 1,656 $882K
Jentner Corp 0.26% No change 1,653 $880K
Summit Financial Wealth Advisors, LLC 0.17% Reduce -5.1% 1,652 $880K
Cyr Financial Inc. 0.79% Add +4.2% 1,651 $879K
Vantage Financial Partners, LLC 0.22% Reduce -5.1% 1,651 $879K
Horizons Wealth Management 0.66% Reduce -0.2% 1,650 $879K
McCarthy & Cox 0.38% No change 1,650 $878K
Lionshead Wealth Management, LLC 0.91% Reduce -46.3% 1,649 $878K
Core Wealth Management, Inc. 0.34% New 1,647 $877K
Clearwater Capital Advisors, LLC 0.08% Add +15.4% 1,644 $876K
Carr Financial Group Corp 0.29% Add +11.1% 1,643 $875K
James Hambro & Partners LLP 0.04% Reduce -76.0% 1,639 $874K
Wealth Management Partners, LLC 0.40% Reduce -0.7% 1,639 $873K
Main Street Group, LTD 0.38% Add +9.3% 1,637 $872K
Thoma Capital Management LLC 0.61% Add +7.7% 1,632 $869K
Fortis Capital Advisors, LLC 0.18% Add +34.8% 1,632 $869K
Berkeley Capital Partners, LLC 0.24% Add +2.8% 1,630 $868K
Charles Schwab Trust Co 0.07% Reduce -17.6% 1,629 $868K
Abound Financial, LLC 0.44% No change 1,626 $866K
Accel Wealth Management 0.31% Add +1.7% 1,620 $863K
CBIZ Investment Advisory Services, LLC 0.04% Add +7.4% 1,619 $862K
Rik Saylor Financial, Inc. 0.76% No change 1,618 $862K
Prudent Investors Network, Inc. 0.25% Add +52.0% 1,617 $861K
Cantor Fitzgerald Investment Advisors L.P. 0.06% No change 1,611 $858K
Anson Funds Management LP 0.21% Add +32.3% 1,611 $858K
First Dallas Securities Inc. 0.36% No change 1,602 $853K
Lauterbach Financial Advisors, LLC 0.53% Add +0.1% 1,601 $853K
Joel Adams & Associates, Inc. 0.76% Reduce -1.2% 1,594 $849K
Berkshire Money Management, Inc. 0.10% Add +2.3% 1,592 $848K
TrueWealth Advisors, LLC 0.28% Add +5.9% 1,591 $847K
Gould Asset Management LLC 0.17% Add +5.5% 1,587 $845K
Old North State Trust, LLC 0.54% No change 1,864 $845K
Yoder Wealth Management, Inc. 0.48% Reduce -1.9% 1,586 $845K
Prevail Innovative Wealth Advisors, LLC 0.22% Add +5.0% 1,584 $844K
Binnacle Investments Inc 0.62% — 1,584 $844K
Keyes, Stange & Wooten Wealth Management, LLC 0.48% Add +0.5% 1,583 $843K
Covenant Partners, LLC 0.27% Add +104.4% 1,578 $840K
Red Spruce Capital, LLC 0.40% Reduce -3.8% 1,578 $840K
German American Bancorp, Inc. 0.09% Add +45.8% 1,577 $840K
1620 Investment Advisors, Inc. 0.66% Add +0.3% 1,576 $839K
Deroy & Devereaux Private Investment Counsel Inc. 0.05% No change 1,573 $838K
Shared Vision Wealth Group LLC 0.46% Add +1.0% 1,571 $837K
Cape Investment Advisory, Inc. 0.33% Add +5.1% 1,570 $836K
Port Capital LLC 0.04% Reduce -1.6% 1,569 $836K
Accelerate Investment Advisors LLC 0.70% Add +26.8% 1,568 $835K
Clark Asset Management, LLC 0.14% Add +13.8% 1,566 $834K
Compass Wealth Management LLC 0.21% Add +6.8% 1,565 $833K
Symmetry Partners, LLC 0.12% Reduce -11.0% 1,563 $833K
Pacific Wealth Strategies Group, Inc. 0.62% Reduce -1.9% 1,563 $832K
Fairvoy Private Wealth, LLC 0.23% Add +0.7% 1,560 $831K
Souders Financial Advisors 0.12% Add +27.5% 1,559 $830K
Braun-Bostich & Associates Inc. 0.61% Reduce -0.3% 1,556 $829K
Verisail Partners, LLC 0.38% Add +0.3% 1,555 $828K
Matrix Private Capital Group LLC 0.49% Reduce -17.8% 1,553 $827K
Promethium Advisors,llc 0.53% Add +86.4% 1,553 $827K
RIA Advisory Group LLC 0.27% Reduce -13.2% 1,551 $826K
Guild Investment Management, Inc. 0.87% No change 1,550 $825K
GF Fund Management Co. LTD. 0.02% Add +837.6% 1,547 $824K
Centerpoint Advisory Group 0.81% Add +1.4% 1,543 $822K
Brand Asset Management Group, Inc. 0.34% Add +28.7% 1,542 $821K
Martin Worley Group 0.47% Reduce -4.0% 1,538 $819K
Trillium Asset Management, LLC 0.02% No change 1,537 $819K
Momentous Wealth Management, Inc. 0.58% Add +168.8% 1,535 $818K
Isthmus Partners, LLC 0.10% No change 1,532 $816K
Tower Wealth Partners, Inc. 0.43% No change 1,528 $814K
WealthCollab, LLC 0.50% No change 1,525 $812K
Cooper/Haims Advisors, LLC 0.44% Reduce -1.7% 1,521 $810K
Banque de Luxembourg S.A. 0.46% New 1,517 $808K
Obsidian Personal Planning Solutions LLC 0.36% Reduce -0.8% 1,512 $807K
Collective Family Office LLC 0.22% Reduce -3.6% 1,514 $806K
PFC Capital Group, Inc. 0.41% Reduce -1.2% 1,512 $805K
American Institute for Advanced Investment Management, LLP 0.61% No change 1,508 $803K
Paragon Financial Partners, Inc. 0.63% Add +10.0% 1,504 $801K
Dominguez Wealth Management Solutions, Inc. 0.59% Add +0.1% 1,503 $800K
Stamos Capital Partners, L.P. 0.21% Reduce -45.8% 1,501 $799K
HughesLittle Investment Management Ltd. 0.17% No change 1,500 $799K
Harbour Capital Advisors, LLC 0.20% Add +7.1% 1,506 $798K
Canandaigua National Trust Co of Florida 0.70% Reduce -30.1% 1,499 $798K
Adell Harriman & Carpenter Inc. 0.06% Add +21.2% 1,497 $797K
PFG Private Wealth Management, LLC 0.43% Add +0.1% 1,495 $796K
Lazari Capital Management, Inc. 0.33% Reduce -4.3% 1,494 $796K
Founders Grove Wealth Partners, LLC 0.22% Add +5.7% 1,491 $794K
EnRich Financial Partners LLC 0.27% No change 1,486 $791K
Brooks, Moore & Associates, Inc. 0.45% No change 1,485 $791K
Coyle Financial Counsel LLC 0.24% Add +30.3% 1,485 $791K
Global Financial Private Client, LLC 0.30% Add +3.2% 1,481 $789K
Chokshi & Queen Wealth Advisors, Inc 0.52% No change 1,480 $788K
Mainsail Asset Management, LLC 0.54% Add +8.4% 1,477 $787K
Raffa Wealth Management, LLC 0.18% No change 1,474 $785K
Miramar Capital, LLC 0.19% Reduce -0.6% 1,472 $784K
Compton Financial Group, LLC 0.23% Reduce -3.3% 1,470 $783K
Easterly Investment Partners LLC 0.07% No change 1,470 $783K
Briaud Financial Planning Inc 0.31% No change 1,469 $782K
Alpha Financial Partners LLC 0.63% Reduce -2.6% 1,468 $782K
Logan Capital Management Inc. 0.04% No change 1,468 $782K
Crestmont Private Wealth LLC 0.34% Add +15.5% 1,465 $780K
Blackston Financial Advisory Group, LLC 0.53% Reduce -58.0% 1,464 $780K
49 Wealth Management, LLC 0.09% Reduce -15.2% 1,464 $780K
Horizon Bancorp Inc. 0.44% Reduce -6.3% 1,462 $779K
Outlook Wealth Advisors, LLC 0.22% Reduce -3.6% 1,462 $779K
Martin Capital Advisors, LLP 0.56% Add +0.5% 1,461 $778K
Arkos Global Advisors 0.11% No change 1,454 $774K
Sentinel Trust Co. Lba 0.09% No change 1,454 $774K
Villere St Denis J & Co. LLC 0.08% Reduce -6.4% 1,453 $774K
44 Wealth Management LLC 0.29% Add +8.9% 1,451 $773K
Mechanics Financial Corp 0.35% No change 1,450 $772K
Bell & Brown Wealth Advisors, LLC 0.30% Reduce -1.9% 1,450 $772K
Fortitude Advisory Group L.L.C. 0.56% Add +19.2% 1,495 $772K
Independence Financial Advisors, LLC 0.29% — 1,444 $769K
Optima Capital LLC 0.49% Add +0.6% 1,440 $767K
GK Wealth Management LLC 0.96% Add +21.7% 1,439 $767K
Global Wealth Management Investment Advisory, Inc. 0.15% Reduce -1.2% 1,435 $764K
Coerente Capital Management 0.15% Reduce -1.4% 1,435 $764K
Hapanowicz & Associates Financial Services, Inc 0.42% No change 1,431 $762K
Private Capital Advisors, Inc. 0.09% No change 1,431 $762K
Melone Private Wealth, LLC 0.40% Reduce -2.9% 1,428 $761K
Schiavi & Co LLC 0.28% No change 1,428 $761K
Duncker Streett & Co. Inc. 0.15% No change 1,428 $761K
Integral Investment Advisors, Inc. 0.24% Add +53.5% 1,426 $759K
Triad Wealth Partners, LLC 0.24% Add +48.5% 1,426 $759K
Members Wealth LLC 0.57% Add +1.0% 1,426 $759K
Sustainable Insight Capital Management, LLC 0.38% Add +39.1% 1,424 $758K
Mosaic Financial Group, LLC 0.62% No change 1,422 $757K
Capital Investment Counsel, Inc 0.11% No change 1,420 $756K
Gitterman Wealth Management, LLC 0.20% Reduce -10.5% 1,420 $756K
Weinberger Asset Management, Inc 0.32% Reduce -2.3% 1,419 $756K
Saxony Capital Management, LLC 0.66% Reduce -0.6% 1,417 $755K
Cora Capital Advisors LLC 0.36% Reduce -0.3% 1,417 $755K
Luminvest Wealth Management LLC 0.31% No change 1,416 $754K
Avos Capital Management, LLC 0.50% No change 1,414 $753K
American State Bank (Iowa) 0.45% Add +3.5% 1,414 $753K
FSC Wealth Advisors, LLC 0.49% Reduce -1.9% 1,409 $750K
Heritage Wealth Management, Inc./Texas 0.43% No change 1,408 $750K
Jackson Thornton Wealth Management, LLC 0.10% Reduce -42.0% 1,447 $750K
Alternative Investment Advisors, LLC. 0.40% Reduce -39.8% 1,405 $748K
PFW Advisors LLC 0.23% No change 1,405 $748K
Goldstein Advisors, LLC 0.11% Add +15.5% 1,402 $747K
ORBA Wealth Advisors, L.L.C. 0.38% Add +4.5% 1,402 $747K
Millennium Capital Advisors, LLC 0.55% Add +3.4% 1,402 $747K
Integrity Wealth Solutions LLC 0.40% Add +0.1% 1,402 $746K
North Forty Two & Co. 0.83% No change 1,400 $746K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.25% Add +8.1% 1,400 $746K
Mach-1 Financial Group, LLC 0.22% Add +3.3% 1,400 $746K
Sendero Wealth Management, LLC 0.10% Add +19.6% 1,399 $745K
DGS Capital Management, LLC 0.20% Reduce -29.7% 1,399 $745K
Mendel Capital Management LLC 0.45% Reduce -0.8% 1,396 $743K
Highview Capital Management LLC 0.31% Reduce -3.6% 1,394 $742K
Demars Financial Group, LLC 0.31% Add +0.1% 1,392 $741K
FC Advisory LLC 0.25% No change 1,392 $741K
Iams Wealth Management, LLC 0.34% Add +10.0% 1,391 $741K
Fortitude Family Office, LLC 0.26% Reduce -2.6% 1,389 $740K
Cetera Trust Company, N.A 0.47% No change 1,387 $739K
Up Strategic Wealth Investment Advisors LLC 0.66% Add +26.3% 1,384 $737K
SilverOak Wealth Management LLC 0.16% No change 1,384 $737K
Kure Advisory, LLC 0.56% — 1,382 $736K
Wealthedge Investment Advisors, LLC 0.33% No change 1,379 $734K
Pure Portfolios Holdings LLC 0.27% Add +5.2% 1,379 $734K
Atlanta Consulting Group Advisors, LLC 0.21% Reduce -90.8% 1,379 $734K
Clarity Asset Management, Inc. 0.47% Add +133.8% 1,377 $734K
Petros Family Wealth, LLC 0.81% Add +14.9% 1,377 $733K
Signet Financial Management, LLC 0.10% Reduce -1.9% 1,376 $733K
SWP Financial LLC 0.45% Add +4.5% 1,373 $731K
Engineers Gate Manager LP 0.01% Reduce -95.6% 1,372 $731K
Frazier Financial Advisors, LLC 0.56% Reduce -5.0% 1,371 $730K
English Capital Management LLC 0.54% Reduce -60.7% 1,371 $730K
Atlas Wealth Partners, LLC 0.90% Add +0.7% 1,370 $730K
Aua Capital Management, LLC 0.47% No change 1,370 $730K
Ewing Morris & Co. Investment Partners Ltd. 0.23% New 950 $728K
Gainplan LLC 0.47% Reduce -14.7% 1,367 $728K
Thrive Capital Management, LLC 0.43% New 1,367 $728K
Running Point Capital Advisors, LLC 0.23% Add +1.6% 1,366 $728K
Ranch Capital Advisors Inc. 0.34% Add +1.9% 1,366 $727K
Cowa, LLC 0.31% No change 1,365 $727K
Cape Ann Savings Bank 0.46% No change 1,363 $726K
Latitude Advisors, LLC 0.42% Reduce -1.4% 1,362 $725K
Veridan Wealth LLC 0.33% Add +16.4% 1,360 $724K
Bernardo Wealth Planning LLC 0.17% Add +8.9% 1,360 $724K
Leith Wheeler Investment Counsel Ltd. 0.05% New 1,359 $724K
Financial Advisors Network, Inc. 0.12% Add +9.5% 1,354 $721K
Front Row Advisors LLC 0.28% Reduce -4.8% 1,353 $721K
Ledgewood Wealth Advisors, LLC 0.46% No change 1,350 $719K
Bonness Enterprises Inc. 0.23% No change 1,350 $719K
Christensen, King & Associates Investment Services, Inc. 0.34% Add +68.9% 1,358 $718K
Arcadia Wealth Management, LLC 0.35% Add +4.7% 1,346 $717K
US Financial Advisors, LLC 0.21% Add +8.0% 1,346 $717K
Systematic Alpha Investments, LLC 0.03% No change 1,346 $717K
Caerus Investment Advisors, LLC 0.69% Reduce -25.0% 1,344 $716K
Rothschild Wealth LLC 0.20% Add +128.7% 1,338 $713K
Family Investment Center, Inc. 0.17% Reduce -49.5% 1,333 $710K
CSS LLC 0.14% No change 1,333 $710K
Trustco Bank Corp. N Y 0.77% Add +4.3% 1,332 $709K
Define Financial, LLC 0.54% No change 1,353 $709K
Keyvantage Wealth, LLC 0.34% Add +11.5% 1,331 $709K
Trace Wealth Advisors, LLC 0.63% No change 1,330 $708K
Cutler Capital Management, LLC 0.31% Reduce -0.5% 1,330 $708K
Values Added Financial LLC 0.39% Add +0.8% 1,324 $705K
Abbot Financial Management, Inc. 0.36% No change 1,321 $704K
Financial Advisors, LLC 0.14% Reduce -7.6% 1,317 $701K
Donor Advised Charitable Giving, Inc. 0.02% Add +7.7% 1,316 $701K
Client 1ST Advisory Group, LLC 0.27% Add +5.1% 1,313 $699K
Redmont Wealth Advisors LLC 1.36% Reduce -35.3% 1,311 $698K
Concorde Asset Management, LLC 0.38% Add +17.0% 1,333 $698K
Ameliora Wealth Management Ltd. 0.26% No change 1,310 $698K
Goldstream Capital Management Ltd 0.47% No change 1,308 $697K
Virtus Wealth Solutions LLC 0.21% Reduce -4.1% 1,308 $696K
Blackstone Inc. 0.00% New 1,307 $696K
Northcape Wealth Management, LLC 0.22% No change 1,305 $695K
Opal Wealth Advisors, LLC 0.21% Add +1.9% 1,301 $693K
Talbot Financial, LLC 0.09% No change 1,301 $693K
Grace & White Inc. 0.13% Add +30.0% 1,300 $692K
Renaissance Investment Group LLC 0.17% Reduce -5.7% 1,300 $692K
Morling Financial Advisors, LLC 0.24% Add +35.9% 1,298 $691K
Castleview Partners, LLC 0.47% Add +153.0% 1,298 $691K
Peterson Wealth Management 0.47% Reduce -77.3% 1,297 $691K
Provident Investment Management, Inc. 0.07% Add +0.8% 1,297 $691K
Balentine LLC 0.03% Reduce -7.2% 1,297 $691K
Sims Investment Management, LLC 0.31% Add +1.6% 1,294 $689K
Vision Capital Management, Inc. 0.10% No change 1,291 $688K
City National Bank of Florida 0.62% Add +6.8% 1,288 $686K
DiNuzzo Private Wealth, Inc. 0.09% Add +0.1% 1,285 $684K
Woodward Diversified Capital, LLC 0.48% Reduce -28.7% 1,282 $683K
Invenio Wealth Partners LLC 0.29% Add +67.0% 1,281 $682K
Shum Financial Group, Inc. 0.59% Reduce -1.8% 1,280 $682K
Inman Jager Wealth Management, LLC 0.51% Reduce -3.0% 1,279 $681K
Portfolio Strategies, Inc. 0.11% Add +0.2% 1,278 $681K
Benchmark Investment Advisors LLC 0.44% No change 1,276 $680K
Arbor Trust Wealth Advisors, LLC 0.32% Reduce -0.5% 1,275 $679K
Point Windward Advisors Inc. 0.27% Reduce -54.9% 1,275 $679K
Bridge Creek Capital Management LLC 0.21% Reduce -1.0% 1,274 $679K
Bellevue Asset Management, LLC 0.37% No change 1,273 $678K
Rialto Wealth Management, LLC 0.21% Add +5.2% 1,272 $677K
Integrity Investment Advisors, LLC 0.62% — 1,270 $676K
Doliver Advisors, LP 0.19% Reduce -14.7% 1,270 $676K
Aspen Wealth Strategies, LLC 0.44% No change 1,269 $676K
Ellevest, Inc. 0.04% Reduce -58.6% 1,268 $675K
Burk Holdings LLC 0.51% No change 1,265 $674K
Financial Council, LLC 0.36% No change 1,263 $673K
Woodley Farra Manion Portfolio Management Inc. 0.03% Add +1.8% 1,263 $673K
IRON Financial LLC 0.38% Add +24.1% 1,257 $669K
LeConte Wealth Management, LLC 0.43% — 1,256 $669K
Skylands Capital, LLC 0.10% Reduce -13.8% 1,250 $666K
Congress Asset Management Co. 0.01% Reduce -20.6% 1,250 $666K
KRS Capital Management, LLC 0.53% Reduce -2.4% 1,247 $664K
Fearless Solutions, LLC dba Best Invest 0.52% Add +0.9% 1,246 $664K
Gouws Capital LLC 0.43% Add +6.0% 1,246 $664K
Sanders Morris Harris LLC 0.10% No change 1,243 $662K
Bruce G. Allen Investments, LLC 0.52% Reduce -3.1% 1,243 $662K
Union Savings Bank 0.32% No change 1,243 $662K
Greenup Street Wealth Management LLC 0.13% Reduce -85.3% 1,241 $661K
Yoffe Investment Management, LLC 0.97% No change 1,241 $661K
Trevian Wealth Management LLC 0.47% Reduce -3.1% 1,239 $660K
Brueske Advisory Services, LLC 0.63% Add +0.7% 1,239 $660K
Sunburst Financial Group, LLC 0.16% No change 1,239 $660K
Intellus Advisors LLC 0.12% Reduce -7.1% 1,236 $658K
Rf&l Wealth Management, LLC 0.47% No change 1,233 $657K
Blackhawk Capital Partners, LLC 0.34% Reduce -2.1% 1,233 $657K
Morris Financial Concepts, Inc. 0.28% Add +9.2% 1,233 $657K
Henderson Brothers Financial Partners, LLC 0.33% — 1,305 $656K
Ade, LLC 0.38% No change 1,230 $655K
Fire Capital Management LLC 0.48% Add +0.1% 1,229 $655K
Argent Advisors, Inc. 0.22% Add +132.1% 1,228 $654K
Mitchell & Pahl Private Wealth, LLC 0.30% No change 1,226 $653K
Peddock Capital Advisors, LLC 0.17% Add +3.0% 1,224 $652K
L.K. Benson & Company, P.C. 0.45% Add +2.0% 1,223 $651K
Clarity Capital Partners LLC 0.26% Add +49.3% 1,223 $651K
Creekside Partners 0.34% No change 1,222 $651K
R. W. Roge & Company, Inc. 0.36% No change 1,221 $650K
Finward Bancorp 0.56% Add +4.5% 1,219 $649K
Leeward Financial Partners, LLC 0.24% No change 1,219 $649K
New Century Financial Group, LLC 0.75% Reduce -71.1% 1,218 $649K
Louisbourg Investments Inc. 0.18% Add +0.8% 1,218 $649K
Fusion Family Wealth, LLC 0.06% No change 1,216 $648K
Friday Financial 0.39% Add +36.2% 1,204 $647K
MADDEN SECURITIES Corp 0.25% Reduce -0.8% 1,214 $647K
Luts & Greenleigh Group, Inc. 0.64% Add +2.9% 1,214 $647K
Sharp Wealth Advisory, LLC 0.49% Add +0.5% 1,214 $647K
Silverleafe Capital Partners, LLC 0.22% No change 1,208 $643K
IFS Advisors, LLC 0.52% Add +12.8% 1,206 $642K
Pioneer Wealth Management Group 0.28% — 1,206 $642K
Edgestream Partners, L.P. 0.02% Reduce -78.9% 1,203 $641K
Bestgate Wealth Advisors, LLC 1.33% No change 1,202 $640K
Threadgill Financial, LLC 0.34% No change 1,202 $640K
Windsor Capital Management, LLC 0.20% No change 1,201 $640K
Rockline Wealth Management, LLC 0.18% Add +11.2% 1,200 $639K
GW&K Investment Management, LLC 0.01% Add +1.6% 1,200 $639K
Pines Wealth Management, LLC 0.30% Reduce -4.1% 1,297 $639K
NorthLanding Financial Partners, LLC 0.63% No change 1,199 $639K
Ascent Capital Management, LLC 0.64% Reduce -0.3% 1,197 $637K
GFI Investment Counsel Ltd. 0.07% No change 1,197 $637K
Slocum, Gordon & Co LLP 0.47% No change 1,197 $637K
M3 Advisory Group, LLC 0.50% Reduce -14.7% 1,193 $636K
Fullerton Fund Management Co Ltd. 0.04% New 1,193 $635K
Portland Financial Advisors Inc 1.62% No change 1,192 $635K
DLK Investment Management, LLC 0.27% No change 1,191 $634K
Carrera Capital Advisors 0.14% Add +35.8% 1,188 $633K
New England Professional Planning Group Inc. 0.31% Reduce -5.0% 1,185 $631K
HMV Wealth Advisors, LLC 0.50% Reduce -10.5% 1,183 $630K
Cedar Wealth Management, LLC 0.22% No change 1,183 $630K
Indie Asset Partners, LLC 0.55% Reduce -16.6% 1,182 $630K
Conestoga Capital Advisors, LLC 0.01% Add +1.3% 1,180 $628K
Hurley Capital, LLC 0.48% New 1,178 $627K
Brogan Financial, Inc. 0.30% No change 1,175 $626K
West Bancorporation Inc. 0.42% Add +95.7% 1,174 $625K
Bright Financial Advisors, Inc. 0.38% Reduce -2.5% 1,174 $625K
Compass Financial Services Inc 0.33% No change 1,173 $625K
Persium Advisors, LLC 0.59% Reduce -0.1% 1,173 $625K
Blue Sky Capital Consultants Group, Inc. 0.41% No change 1,173 $625K
Optivise Advisory Services LLC 0.35% Add +4.6% 1,169 $622K
Summit Financial Consulting LLC 0.58% — 1,168 $622K
Davis-Rea LTD. 0.17% Add +153.7% 1,167 $622K
Coign Capital Advisors LLC 0.48% Reduce -57.9% 1,166 $621K
United Capital Management of KS, Inc. 0.13% Add +1.3% 1,165 $620K
Redwood Financial Network Corp 0.47% No change 1,162 $619K
Cherry Creek Investment Advisors, Inc. 0.32% No change 1,161 $618K
Mandatum Life Insurance Co Ltd 0.19% No change 1,161 $618K
Commonwealth Retirement Investments LLC 0.25% No change 1,160 $618K
Stegent Equity Advisors, Inc. 0.63% Reduce -0.4% 1,158 $617K
Retirement Planning Co of New England, Inc. 0.31% Add +2.2% 1,154 $615K
Holistic Financial Partners 0.30% Add +3.5% 1,153 $614K
Rock Point Advisors, LLC 0.19% No change 1,152 $614K
Kilter Group LLC 0.40% Reduce -0.2% 1,151 $613K
Joseph P. Lucia & Associates, LLC 0.28% Add +6.7% 1,151 $613K
Synergy Financial Group, LTD 0.55% Add +3.8% 1,150 $612K
Centennial Bank 0.29% No change 1,150 $612K
Timonier Family Office, LTD. 0.27% No change 1,150 $612K
Mendel Money Management 0.29% Reduce -2.1% 1,146 $610K
Integrated Capital Management, LLC 0.34% Reduce -13.4% 1,145 $610K
BCM Advisors, LLC 0.14% Add +0.8% 1,129 $609K
Rooted Wealth Advisors, Inc. 0.26% Reduce -7.6% 1,233 $609K
Schneider Downs Wealth Management Advisors, LP 0.11% Reduce -0.8% 1,141 $608K
Strategent Financial, LLC 0.55% Reduce -8.7% 1,140 $607K
Myecfo, LLC 0.32% No change 1,140 $607K
Vantage Point Financial LLC 0.31% Add +17.7% 1,139 $607K
Hamilton Wealth, LLC 0.15% Add +11.2% 1,139 $607K
Aspect Partners, LLC 0.35% Add +0.4% 1,137 $606K
Burrus Financial Services, Inc. 0.31% No change 1,136 $605K
Leicht Financial Planning & Wealth Management, Inc. 0.32% Add +0.3% 1,135 $604K
New Millennium Group LLC 0.40% Reduce -0.7% 1,134 $604K
Davies Financial Advisors, Inc. 0.51% Reduce -11.6% 1,133 $603K
Paulson Wealth Management Inc. 0.17% Reduce -1.6% 1,131 $602K
Axiom Financial Strategies, LLC 0.36% Add +22.0% 1,130 $602K
Enzi Wealth 0.24% Reduce -8.9% 1,130 $601K
Westover Capital Advisors, LLC 0.13% Add +1.6% 1,126 $600K
Viewpoint Capital Management LLC 0.32% No change 1,126 $600K
Flywheel Private Wealth LLC 0.55% No change 1,125 $599K
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -0.4% 1,124 $599K
Central Valley Advisors, LLC 0.23% Reduce -16.1% 1,122 $598K
Certior Financial Group, LLC 0.49% Add +1.9% 1,120 $596K
Farrow Financial, Inc. 0.40% Reduce -15.5% 1,120 $596K
PACK Private Wealth, LLC 0.35% No change 1,120 $596K
Omega Financial Group, LLC 0.23% No change 1,120 $596K
Clark Financial Services Group Inc. 0.41% Add +0.9% 1,119 $596K
Alaska Wealth Advisors, LLC 0.09% Add +9.6% 1,118 $595K
Orin Green Financial, LLC 0.28% New 1,173 $595K
Atlatl Advisers LLC 0.39% Reduce -31.3% 1,116 $594K
Beacon Harbor Wealth Advisors, Inc. 0.14% No change 1,115 $594K
TCP Asset Management, LLC 0.13% No change 1,114 $593K
Geometric Wealth Advisors 0.10% Reduce -1.6% 1,114 $593K
Harmony Asset Management LLC 0.25% No change 1,112 $592K
West Paces Advisors Inc. 0.13% No change 1,109 $591K
Bank & Trust Co 0.48% Add +1.8% 1,108 $590K
Theory Financial LLC 0.25% No change 1,108 $590K
Pinney & Scofield, Inc. 0.43% Add +51.3% 1,106 $589K
Chico Wealth RIA 0.51% Add +1.0% 1,105 $589K
Anson Capital, Inc. 0.51% Reduce -4.6% 1,105 $589K
Wilson & Boucher Capital Management, LLC 0.44% No change 1,105 $589K
Avondale Wealth Management 0.37% Add +9.9% 1,105 $589K
Crews Bank & Trust 0.10% Reduce -1.3% 1,105 $589K
Insight Wealth Strategies, LLC 0.08% Add +12.0% 1,104 $588K
Aspen Capital Management, LLC 0.19% — 1,103 $587K
International Private Wealth Advisors LLC 0.56% Add +2.6% 1,100 $586K
Highland Financial Advisors, LLC 0.21% Reduce -30.4% 1,099 $585K
Wagner Wealth Management, LLC 0.15% Reduce -1.1% 1,097 $584K
Transce3nd, LLC 0.26% Reduce -49.9% 1,095 $583K
Walled Lake Planning & Wealth Management, LLC 0.21% Add +22.1% 1,095 $583K
Kennedy Investment Group, Inc. 0.27% Add +0.5% 1,091 $581K
Proactive Wealth Strategies LLC 0.31% No change 1,091 $581K
OneAscent Wealth Management LLC 0.25% Reduce -5.9% 1,091 $581K
Gutierrez Wealth Advisory, LLC 0.47% No change 1,088 $579K
Mayfair Advisory Group, LLC 0.33% Reduce -0.2% 1,088 $579K
GenWealth Group, Inc. 0.13% Add +100.9% 1,083 $577K
Barnes Dennig Private Wealth Management LLC 0.87% — 1,081 $576K
Mma Asset Management LLC 0.24% No change 1,079 $575K
Mowery & Schoenfeld Wealth Management, LLC 1.12% Add +2.2% 1,074 $572K
Kera Capital Partners, Inc. 0.17% Reduce -29.5% 1,074 $572K
Graney & King, LLC 0.42% Add +54.9% 1,069 $569K
Barnes Wealth Management Group, Inc 0.36% Reduce -2.9% 1,065 $567K
Panoramic Capital Partners, LLC 0.58% Add +29.1% 1,150 $567K
Wise Wealth Partners 1.35% Add +16.2% 1,063 $566K
Houlihan Financial Resource Group, Ltd. 0.25% Add +2.9% 1,062 $566K
Smithbridge Asset Management Inc. 0.10% — 1,060 $565K
Opinicus Capital, Inc. 0.50% Add +10.4% 1,058 $563K
Semus Wealth Partners LLC 0.39% Add +11.5% 1,057 $563K
Keener Financial Planning LLC 0.37% Reduce -2.9% 1,056 $562K
Park Square Financial Group, LLC 0.44% Reduce -0.3% 1,052 $560K
SPC Financial, Inc. 0.05% Add +27.3% 1,050 $559K
Willow Creek Wealth Management Inc. 0.05% Reduce -14.4% 1,047 $558K
AA Financial Advisors, LLC 0.14% Add +8.2% 1,045 $557K
Donald L. Hagan, LLC 0.29% No change 1,041 $554K
Auto-Owners Insurance Co 0.01% Reduce -75.0% 2,390 $554K
Lion Street Advisors, LLC 0.18% Add +72.4% 1,038 $553K
FSA Wealth Management LLC 0.23% Add +25.1% 1,035 $551K
Allie Family Office LLC 0.30% Reduce -8.5% 1,034 $551K
Granite Group Advisors, LLC 0.38% Add +8.7% 1,033 $550K
HFG Advisors, Inc. 0.47% Add +22.3% 1,032 $550K
Fidato Wealth LLC 0.42% Reduce -6.0% 1,029 $548K
Fusion Capital, LLC 0.21% Add +6.5% 1,029 $548K
Beirne Wealth Consulting Services, LLC 0.20% No change 1,029 $548K
Payne Capital Management, LLC 0.23% No change 1,028 $547K
American Asset Management Inc. 0.54% Add +0.2% 1,027 $547K
Vigilare Wealth Management 0.22% Reduce -2.8% 1,025 $546K
Taurus Asset Management, LLC 0.06% Reduce -8.9% 1,025 $546K
Clarendon Private LLC 0.58% Reduce -22.6% 1,024 $545K
Syntax Research, Inc. 0.38% No change 1,024 $545K
Leslie Global Wealth, LLC 0.27% Add +8.8% 1,024 $545K
Worth Financial Advisory Group, LLC 0.35% Add +17.3% 1,023 $545K
BCO Wealth Management LLC 0.43% No change 1,019 $543K
Retirement Solution LLC 0.15% New 1,017 $542K
Quartz Partners, LLC 0.33% Reduce -4.8% 1,017 $542K
Hara Capital LLC 0.37% Add +0.2% 1,017 $542K
Noble Wealth Management PBC 0.37% Reduce -0.6% 1,016 $541K
Pinnacle Family Advisors, LLC 0.29% Add +0.9% 1,011 $538K
Reliant Investment Management, LLC 0.28% Add +65.8% 1,010 $538K
Affinity Wealth Management LLC 0.10% Add +2.5% 1,010 $538K
Dark Forest Capital Management LP 0.02% Reduce -0.4% 1,008 $537K
Guidance Point Advisors, LLC 0.16% No change 1,007 $537K
Dividend Assets Capital, LLC 0.10% No change 1,005 $535K
W Advisors, LLC 0.33% No change 1,004 $535K
Entrewealth, LLC 0.41% Add +25.1% 1,003 $534K
Cranbrook Wealth Management, LLC 0.12% No change 1,003 $534K
Seek First Inc. 0.47% — 1,002 $534K
South Plains Financial, Inc. 0.42% Add +15.6% 1,002 $534K
Oxler Private Wealth LLC 0.19% Reduce -4.8% 1,001 $533K
Greenhaven Associates Inc. 0.01% No change 1,001 $533K
Chung Wu Investment Group, LLC 0.64% New 1,000 $533K
Investors Asset Management of Georgia Inc. /Ga/ 0.27% Add +1.0% 1,000 $533K
Night Owl Capital Management, LLC 0.07% No change 1,000 $533K
MUFG Securities EMEA plc 0.01% New 999 $533K
Marotta Asset Management 0.10% Reduce -0.7% 1,154 $531K
US Asset Management LLC 0.51% Reduce -1.1% 996 $530K
Advance Capital Management, Inc. 0.03% Add +1.7% 992 $528K
Seneca House Advisors 0.22% Add +3.3% 990 $527K
Affinity Investment Advisors, LLC 0.43% Add +18.2% 989 $527K
Alamar Capital Management, LLC 0.31% Add +43.5% 989 $527K
ArborFi Advisors, LLC 0.52% No change 988 $526K
Flaharty Asset Management, LLC 0.08% Reduce -4.6% 988 $526K
Wallace Advisory Group, LLC 0.36% Add +139.7% 1,160 $526K
Shakespeare Wealth Management, LLC 0.14% Add +0.4% 985 $525K
Postrock Partners LLC 0.26% No change 981 $522K
Lighthouse Financial LLC 0.45% No change 980 $522K
Stone Summit Wealth LLC 0.18% Reduce -4.8% 980 $522K
Tucker Asset Management LLC 0.17% Reduce -30.1% 980 $522K
Northwest Financial Advisors 0.43% No change 978 $521K
LYNX Capital Group Ltd. 0.27% No change 975 $519K
Wbi Investments, LLC 0.14% New 973 $518K
New Jersey Better Educational Savings Trust 1.00% No change 972 $518K
Future Financial Wealth Managment LLC 0.38% No change 972 $518K
Masso Torrence Wealth Management Inc. 0.28% Reduce -1.4% 971 $517K
Rainier Family Wealth Inc. 0.61% Reduce -2.0% 969 $516K
Toth Financial Advisory Corp. 0.06% Reduce -0.7% 967 $515K
Tanglewood Legacy Advisors, LLC 0.23% Reduce -2.8% 966 $514K
Redwood Wealth Management Group, LLC 0.26% Add +0.8% 965 $514K
Monument Capital Management 0.16% Add +5.8% 965 $514K
Brickley Wealth Management 0.11% Add +2.5% 965 $514K
Bingham Private Wealth, LLC 0.53% Reduce -40.6% 964 $513K
Divergent Planning, LLC 0.17% No change 954 $513K
Aspiring Ventures, LLC 0.30% Add +68.1% 987 $511K
1834 Investment Advisors Co. 0.07% Add +26.3% 960 $511K
Gray Private Wealth, LLC 0.31% Reduce -1.5% 958 $510K
Peterson Wealth Advisors, LLC 0.10% No change 1,040 $510K
Richard C. Young & CO., LTD. 0.05% No change 956 $509K
GEM Asset Management, LLC 0.28% No change 955 $509K
USAdvisors Wealth Management, LLC 0.18% Reduce -56.6% 957 $509K
SwitchPoint Financial Planning, LLC 0.48% Reduce -50.8% 955 $509K
KOM Wealth Management Group, LLC 0.44% Reduce -20.7% 955 $509K
Kings Path Partners LLC 0.25% No change 955 $509K
Passive Capital Management, LLC. 0.16% Add +29.7% 953 $508K
CM Wealth Advisors LLC 0.16% Reduce -5.0% 952 $507K
Cox Capital Mgt LLC 0.37% No change 950 $506K
Fairtree Asset Management (Pty) Ltd 0.41% No change 948 $505K
Stordahl Capital Management, Inc. 0.12% Add +1.8% 947 $504K
Better Money Decisions, LLC 0.34% Reduce -6.7% 946 $504K
Valued Retirements, Inc. 0.66% Add +83.5% 945 $503K
Boyd Wealth Management, LLC 0.25% No change 945 $503K
Rosenblum Silverman Sutton S F Inc. 0.14% No change 945 $503K
Everest Private Wealth 0.46% Add +16.5% 944 $503K
Howard Bailey Securities, LLC 0.17% Add +0.3% 943 $502K
Richardson Financial Services Inc. 0.38% Reduce -1.1% 938 $500K
Griffith & Werner, Inc. 0.31% Reduce -0.7% 938 $500K
Collaborative Wealth Managment Inc. 0.23% Reduce -3.3% 938 $500K
Primoris Wealth Advisors, LLC 0.39% Add +6.8% 886 $498K
King Wealth Management Group 0.08% Add +0.7% 935 $498K
Round Hill Asset Management 0.36% Reduce -52.3% 935 $498K
Colton Groome Financial Advisors, LLC 0.19% Add +1.0% 930 $496K
Oxinas Partners, LLC 0.29% Add +5.8% 931 $496K
Beacon Bank & Trust 0.12% Add +5.7% 930 $495K
Roxbury Financial LLC 0.48% Add +0.6% 962 $494K
Foguth Wealth Management, LLC. 0.12% Add +31.3% 927 $494K
Prism Advisors, Inc. 0.15% No change 925 $493K
Ipswich Investment Management Co., Inc. 0.12% No change 925 $493K
B.O.S.S. Retirement Advisors, LLC 0.14% Reduce -22.6% 925 $493K
Claris Advisors, LLC / Mo / 0.18% Add +2.8% 923 $492K
Investment Advisory Services Inc. /TX 0.18% No change 922 $491K
Corient IA LP 0.35% — 919 $489K
Golden Bell Financial Planning LLC 0.47% No change 918 $489K
Left Brain Wealth Management, LLC 0.21% Add +13.2% 918 $489K
Accretive Wealth Partners, LLC 0.17% Add +3.9% 953 $488K
Clear Investment Research, LLC 0.65% Reduce -1.7% 915 $487K
New England Capital Financial Advisors LLC 0.25% Add +1.7% 915 $487K
Purus Wealth Management, LLC 0.21% Reduce -6.6% 915 $487K
Cascade Wealth Advisors, Inc 0.34% Add +84.0% 920 $486K
Barrett & Company, Inc. 0.21% Reduce -9.9% 911 $485K
Kiker Wealth Management, LLC 0.33% Reduce -36.7% 909 $484K
Gunderson Capital Management LLC 0.31% Add +0.2% 905 $482K
Manchester Capital Management LLC 0.06% Add +9.8% 905 $482K
Mullaney, Keating & Wright, Inc. 0.32% No change 904 $481K
Next Level Wealth Planning, LLC 0.36% Add +5.1% 904 $481K
Evolution Advisers, Inc. 0.25% Reduce -0.8% 905 $481K
Morton Brown Family Wealth, LLC 0.16% No change 903 $481K
Boston Common Asset Management, LLC 0.01% No change 900 $479K
Matauro, LLC 0.10% Add +35.6% 899 $479K
Edge Financial Advisors LLC 0.30% Add +15.1% 899 $479K
Barings LLC 0.01% Reduce -18.1% 898 $478K
Manske Wealth Management 0.18% No change 897 $478K
ELCO Management Co., LLC 0.26% No change 895 $477K
Colonial River Investments, LLC 0.26% Reduce -84.8% 893 $476K
17 Capital Partners, LLC 0.30% Add +1.1% 891 $475K
Whitaker-Myers Wealth Managers, LTD. 0.13% Add +0.9% 891 $475K
Cornerstone Planning Group LLC 0.11% Add +7.7% 899 $474K
Chelsea Counsel Co. 0.26% Reduce -5.3% 889 $473K
Earnest Partners LLC 0.00% No change 889 $473K
Pollock Investment Advisors, LLC 0.38% No change 885 $471K
Waypoint Wealth Partners Inc. 0.13% Reduce -6.5% 884 $471K
Quantum Financial Planning Services, Inc. 0.26% Reduce -31.2% 883 $470K
Fairfield, Bush & Co. 0.30% Add +11.2% 882 $470K
Tull Financial Group, Inc. 0.27% Add +1.5% 882 $470K
Kondo Wealth Advisors, Inc. 0.23% Add +4.3% 880 $469K
M.E. Allison & Co., Inc. 0.46% Add +1.1% 878 $468K
Note Advisors, LLC 0.39% Reduce -1.8% 877 $467K
Orion Capital Management LLC 0.20% Reduce -1.7% 877 $467K
Moller Wealth Partners 0.12% No change 877 $467K
ETF Store, Inc. 0.57% Add +3.1% 875 $466K
Gibson Wealth Advisors LLC 0.37% No change 875 $466K
Saranac Partners Ltd 0.27% New 874 $465K
Zevin Asset Management LLC 0.07% Reduce -4.7% 874 $465K
NDVR, Inc. 0.47% Reduce -0.3% 870 $463K
Lakeshore Financial Planning, Inc. 0.19% No change 867 $462K
Drake & Associates, LLC 0.13% Reduce -17.3% 867 $462K
RHS Financial, LLC 0.26% Reduce -14.3% 864 $460K
Astoria Strategic Wealth, Inc. 0.14% No change 864 $460K
MontVue Capital Management, Inc. 0.37% Reduce -4.8% 863 $460K
Builder Investment Group Inc. 0.13% No change 862 $459K
Asset Allocation Strategies LLC 0.11% Add +1.2% 859 $457K
Aljian Capital Management, LLC 0.11% No change 857 $456K
Cannon Advisors, Inc. 0.42% Add +8.1% 856 $456K
Fortis Advisors, LLC 0.30% Add +1.4% 856 $456K
Lifelong Wealth Advisors, Inc. 0.21% Add +1.1% 856 $456K
Grantvest Financial Group LLC 0.37% No change 855 $455K
Medallion Wealth Advisors, LLC 0.21% Add +0.8% 854 $455K
von Borstel & Associates, Inc. 0.14% Reduce -8.3% 856 $455K
Climber Capital SA 0.36% Reduce -10.1% 973 $454K
GatePass Capital, LLC 0.34% Add +14.6% 849 $452K
Hobbs Wealth Management, LLC 0.50% Add +1.9% 848 $452K
Echo45 Advisors LLC 0.30% Reduce -2.6% 847 $451K
RPG Investment Advisory, LLC 0.03% New 846 $451K
Boothbay Fund Management, LLC 0.02% Reduce -9.4% 846 $451K
Providence Capital Advisors, LLC 0.09% Reduce -0.8% 845 $450K
West Wealth Group, LLC 0.13% Add +5.6% 843 $449K
Hibernia Wealth Partners, LLC 0.32% New 841 $448K
Saxon Interests, Inc. 0.21% New 840 $447K
Seven Springs Wealth Group, LLC 0.16% Add +50.1% 839 $447K
BIP Alliance, LLC 0.19% Reduce -0.1% 836 $445K
Reston Wealth Management LLC 0.18% Reduce -6.7% 836 $445K
Kellett Wealth Advisors, LLC 0.31% Add +6.8% 835 $445K
Chatham Capital Group, Inc. 0.07% Add +56.1% 835 $445K
Precedent Wealth Partners, LLC 0.12% Add +30.9% 834 $444K
Arbor Capital Management Inc. 0.43% Add +9.9% 831 $444K
JBGlobal.com LLC 0.46% Reduce -16.4% 832 $443K
Alpha Zero LLC 0.34% Reduce -6.7% 832 $443K
MainStreet Investment Advisors LLC 0.06% No change 831 $443K
NFC Investments, LLC 0.13% Reduce -30.0% 830 $442K
Addison Capital Co 0.17% Reduce -8.3% 828 $441K
Central Bank & Trust Co. 0.07% Reduce -0.1% 827 $440K
Global Wealth Strategies & Associates 0.13% Add +45.9% 826 $440K
Level Wealth Management LLC 0.29% No change 825 $439K
Kagan Cocozza Asset Management 0.36% No change 820 $437K
Higgins & Schmidt Wealth Strategies LLC 0.26% No change 820 $437K
Delaney Dennis R 0.24% No change 820 $437K
Wiser Wealth Management, Inc 0.12% Add +10.7% 820 $437K
MilWealth Group LLC 0.12% Reduce -5.0% 820 $437K
Clearview Wealth Advisors LLC 0.33% No change 818 $436K
Synergy Investment Management, LLC 0.18% Add +1.2% 814 $434K
Mills Wealth Advisors LLC 0.23% Add +0.1% 814 $434K
Citrine Capital LLC 0.27% Reduce -0.6% 813 $433K
Aspire Private Capital, LLC 0.11% No change 813 $433K
Ruggaard & Associates LLC 0.19% Reduce -0.4% 811 $432K
Valley Forge Investment Consultants Inc. Adv 0.15% Reduce -15.6% 811 $432K
Cypress Capital, LLC 0.12% Reduce -4.3% 811 $432K
Harrell Investment Partners, LLC 0.13% No change 810 $431K
Bay Capital Advisors, LLC 0.36% Reduce -1.9% 809 $431K
Ferguson Shapiro LLC 0.16% No change 809 $431K
DMKC Advisory Services, LLC 0.39% Reduce -18.6% 808 $430K
C2C Wealth Management, LLC 0.40% Reduce -13.9% 805 $429K
Western Financial Corp 0.25% Add +7.2% 803 $428K
Howard Wealth Management, LLC 0.24% Reduce -3.0% 802 $427K
Golden Road Advisors LLC 0.33% Add +0.3% 801 $427K
Shorepoint Capital Partners LLC 0.10% Reduce -1.2% 801 $427K
Friedenthal Financial 0.25% No change 800 $426K
Silver Coast Investments LLC 0.16% No change 800 $426K
Nia Impact Advisors, LLC 0.16% No change 800 $426K
Connors Investor Services Inc. 0.04% No change 800 $426K
SFG Wealth Management, LLC. 0.21% Reduce -15.8% 799 $426K
Wealth Management Associates, Inc. 0.18% Reduce -0.1% 798 $425K
Plotkin Financial Advisors, LLC 0.26% Add +0.4% 798 $425K
Maltin Wealth Management, Inc. 0.20% No change 797 $424K
ACT Advisors, LLC. 0.23% No change 794 $423K
Ackerman Asset Management, LLC 0.38% — 793 $422K
Prosperity Wealth Management, Inc. 0.20% No change 791 $421K
Moment Partners, LLC 0.08% Reduce -0.5% 791 $421K
jvl associates llc 0.17% No change 790 $421K
John W. Brooker & Co., CPAs 0.17% New 789 $420K
Prospect Financial Services LLC 0.23% Add +7.2% 787 $419K
Instrumental Wealth, LLC 0.38% Add +4.4% 789 $419K
Chiron Capital Management, LLC 0.38% No change 786 $419K
Lighthouse Wealth Management Inc. 0.38% No change 783 $417K
Yeomans Consulting Group, Inc. 0.16% Reduce -33.0% 782 $416K
LVZ, Inc. 0.05% No change 781 $416K
Carolina Wealth Advisors, LLC 0.22% Reduce -1.3% 775 $413K
Capital Insight Partners, LLC 0.07% Reduce -12.0% 773 $412K
Allegiance Financial Group Advisory Services LLC 0.13% Reduce -43.8% 773 $412K
NewSquare Capital LLC 0.03% Add +284.6% 773 $412K
IVC Wealth Advisors LLC 0.22% Reduce -0.4% 772 $411K
Hager Investment Management Services, LLC 0.29% No change 771 $411K
Plum Street Advisors, LLC 0.20% Add +11.6% 771 $411K
Market Street Wealth Management Advisors LLC 0.07% Add +18.1% 770 $410K
Rather & Kittrell, Inc. 0.09% Add +2.3% 765 $407K
Members Advisory Group LLC 0.17% No change 763 $406K
Patrick Mauro Investment Advisor, INC. 0.22% New 762 $406K
Wealth Preservation Advisors, LLC 0.29% — 761 $405K
Ehrlich Financial Group 0.30% Reduce -4.5% 761 $405K
Community Bank, N.A. 0.05% No change 760 $405K
Meridian Financial Advisors, LLC 0.28% Reduce -1.8% 759 $404K
Betterment LLC 0.00% Reduce -1.9% 759 $404K
Unified Investment Management 0.48% Reduce -23.8% 758 $404K
Midwest Professional Planners, LTD. 0.13% No change 755 $402K
Mason & Associates, LLC 0.12% No change 755 $402K
Sharpepoint LLC 0.35% Add +24.8% 749 $400K
Copley Financial Group, Inc. 0.31% Add +7.0% 751 $400K
Runnymede Capital Advisors, Inc. 0.38% Add +18.4% 748 $398K
Nicollet Investment Management, Inc. 0.14% New 748 $398K
Biltmore Wealth Management, LLC 0.17% Add +3.3% 747 $398K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.16% Add +7.8% 747 $398K
Old Second National Bank of Aurora 0.09% Reduce -1.3% 744 $396K
Adams Asset Advisors, LLC 0.06% No change 744 $396K
Kingdom Financial Group LLC. 0.29% No change 742 $395K
JDM Financial Group LLC 0.20% Reduce -4.0% 742 $395K
Pathway Financial Advisors LLC 0.07% Reduce -0.5% 742 $395K
Enclave Advisors LLC 0.07% Reduce -11.9% 740 $394K
PCG Wealth Advisors, LLC 0.14% Add +23.0% 739 $394K
Altus Wealth Management, LLC 0.18% Add +1.4% 739 $394K
Vestia Personal Wealth Advisors 0.31% Reduce -6.8% 736 $392K
Tobias Financial Advisors, Inc. 0.08% Add +9.5% 736 $392K
Old Well Partners, LLC 8.60% Reduce -76.3% 735 $391K
Heritage Wealth Management, Inc. 0.33% Add +7.0% 735 $391K
Eagle Rock Investment Company, LLC 0.07% No change 734 $391K
Seneca Financial Advisors LLC 0.19% Add +65.8% 733 $391K
Stewardship Advisors, LLC 0.11% Reduce -0.4% 733 $390K
Monument Group Wealth Advisors, LLC 0.27% No change 731 $389K
Widmann Financial Services, Inc. 0.30% Reduce -7.6% 730 $389K
HRC Wealth Management, LLC 0.24% No change 729 $388K
Astra Wealth Partners LLC 0.37% Add +6.3% 728 $388K
Keystone Financial Group, Inc. 0.27% Reduce -6.8% 756 $387K
One Wealth Management Investment & Advisory Services, LLC 0.64% Reduce -3.1% 727 $387K
Kraft, Davis & Associates, LLC 0.12% No change 741 $386K
Nicholson Wealth Management Group, LLC 0.25% No change 725 $386K
ONE Advisory Partners, LLC 0.16% No change 725 $386K
Measured Wealth Private Client Group, LLC 0.12% Reduce -2.2% 723 $385K
Fonville Wealth Management LLC 0.11% Add +0.6% 724 $385K
Paul R. Ried Financial Group, LLC 0.27% Add +56.2% 723 $385K
Greenberg Financial Group 0.16% — 802 $384K
Innova Wealth Partners 0.24% New 721 $384K
Lockerman Financial Group, Inc. 0.58% No change 720 $383K
MBB Public Markets I LLC 0.04% New 720 $383K
Kirtland Hills Capital Management, LLC 0.23% Add +57.9% 739 $383K
Kaufman Rossin Wealth, LLC 0.27% New 718 $382K
Balanced Rock Investment Advisors LLC 0.30% Add +0.3% 717 $382K
Centiva Capital, LP 0.02% New 717 $382K
FreeGulliver LLC 0.19% Add +5.3% 716 $381K
Hill Island Financial LLC 0.11% No change 715 $381K
WorthPointe, LLC 0.17% Reduce -2.9% 714 $380K
Northeast Financial Group, Inc. 0.14% No change 714 $380K
Somerset Trust Co 0.14% Reduce -8.9% 713 $380K
Significant Wealth Partners LLC 0.19% Add +12.7% 712 $379K
Eastover Investment Advisors LLC 0.18% No change 711 $379K
Core Wealth Advisors, Inc. 0.12% Add +26.7% 711 $379K
Asio Capital, LLC 0.07% Add +0.4% 710 $378K
Wilkins Miller Wealth Management, LLC 0.28% No change 709 $378K
Scarborough Advisors, LLC 0.05% No change 708 $377K
William Mack & Associates, Inc. 0.32% Add +1.4% 708 $377K
Sard Wealth Management Group, LLC 0.25% Add +26.9% 707 $377K
Equita Financial Network, Inc. 0.13% Add +33.0% 705 $376K
FSA Advisors, Inc. 0.30% Add +31.9% 703 $374K
Brio Consultants, LLC 0.06% Reduce -0.6% 702 $374K
One Plus One Wealth Management, LLC 0.20% No change 701 $373K
Siligmueller & Norvid Wealth Advisors LLC 0.16% Add +0.7% 701 $373K
Long Road Investment Counsel, LLC 0.14% No change 700 $373K
Sompo Asset Management Co., Ltd. 0.07% No change 700 $373K
Maren Capital LLC 0.03% No change 700 $373K
Cannon Wealth Management Services, LLC 0.33% Reduce -26.3% 719 $373K
Refined Wealth Management 0.30% No change 698 $372K
Curio Wealth, LLC 0.19% Reduce -97.1% 13 $371K
Flower City Capital 0.24% Add +10.3% 697 $371K
Awm Capital, LLC 0.04% Add +0.1% 695 $370K
Peak Financial Management, Inc. 0.11% Reduce -33.6% 693 $369K
RPS Advisory Solutions LLC 0.26% Add +1.6% 692 $369K
MayTech Global Investments, LLC 0.05% Reduce -6.9% 692 $369K
Headland Capital, LLC 0.12% Reduce -3.9% 684 $364K
Tamar Securities, LLC 0.05% Reduce -2.4% 683 $364K
Oak Wealth Advisors LLC 0.27% Reduce -12.9% 683 $364K
Peninsula Asset Management Inc. 0.20% No change 682 $363K
Bear Mountain Capital, Inc. 0.14% Add +1.3% 679 $363K
Delos Wealth Advisors, LLC 0.29% Add +1.5% 681 $363K
MPWM Advisory Solutions, LLC 0.26% Add +6.2% 681 $363K
Carderock Capital Management Inc. 0.10% Reduce -19.5% 680 $362K
Acima Private Wealth, LLC 0.13% No change 679 $362K
Kendall Capital Management 0.11% No change 678 $361K
Eaton-Cambridge Inc. 0.15% Add +21.1% 676 $360K
O'Brien Wealth Partners LLC 0.07% Add +4.0% 676 $360K
Conservest Capital Advisors, Inc. 0.04% No change 675 $359K
Meadow Creek Wealth Advisors LLC 0.27% Add +13.5% 674 $359K
Clifford Group, LLC 0.33% Add +1.1% 673 $358K
Global Strategic Investment Solutions, LLC 0.04% Reduce -14.3% 673 $358K
Stonebridge Financial Planning Group, LLC 0.16% No change 671 $357K
Valley Wealth Managers, Inc. 0.03% Reduce -20.2% 671 $357K
Seed Wealth Management, Inc. 0.29% No change 669 $356K
MBE Wealth Management, LLC 0.17% New 668 $356K
American Financial & Tax Strategies Inc. 0.19% Reduce -23.0% 668 $356K
Corundum Trust Company, INC 1.02% Add +3.7% 667 $355K
LifePlan Financial, LLC 0.31% Reduce -6.3% 667 $355K
Vertex Planning Partners, LLC 0.08% Add +7.1% 667 $355K
American Capital Advisory, LLC 0.19% Add +2.9% 665 $354K
Spahn Wealth & Retirement LLC 0.26% No change 664 $354K
Haven Private, LLC 0.20% Add +7.5% 663 $353K
Arcadia Investment Management Corp. 0.06% Reduce -0.8% 663 $353K
McCarthy Asset Management, Inc. 0.26% Reduce -0.9% 661 $352K
Bollard Group LLC 0.01% No change 660 $352K
10Elms LLP 0.42% Add +69.2% 660 $352K
OmniStar Financial Group, Inc. 0.28% No change 660 $352K
MQS Management LLC 0.20% New 659 $351K
Custos Family Office, LLC 0.12% Add +8.9% 659 $351K
Signature Wealth Management Group 0.14% Add +7.2% 658 $350K
Twin Focus Capital Partners, LLC 0.05% Reduce -3.4% 656 $349K
Austin Asset Management Co Inc 0.08% Add +46.6% 654 $348K
Innovative Wealth Building LLC 0.32% New 654 $348K
Kaydan Wealth Management, Inc. 0.11% Add +8.3% 653 $348K
Symphony Financial, Ltd. Co. 0.21% Reduce -93.3% 679 $347K
Squire Investment Management Company, LLC 0.14% Add +21.7% 650 $346K
First Washington CORP 0.12% No change 650 $346K
Shira Ridge Wealth Management 0.17% No change 649 $346K
Kelly Financial Services LLC 0.12% Reduce -0.1% 648 $345K
Cottage Street Advisors LLC 0.17% Add +1.1% 647 $345K
Hobbs Group Advisors, LLC 0.13% Reduce -16.0% 646 $344K
Founders Capital Management 0.22% No change 645 $344K
Penn Davis McFarland Inc. 0.04% Reduce -35.3% 645 $344K
Perkins Coie Trust Co 0.08% Add +18.4% 644 $343K
HighMark Wealth Management LLC 0.20% Reduce -7.9% 642 $342K
Aquire Wealth Advisors, LLC 0.10% Add +8.7% 640 $341K
Navis Wealth Advisors, LLC 0.33% Add +7.2% 638 $340K
Realta Investment Advisors 0.15% Reduce -19.4% 638 $340K
PFS Partners, LLC 0.18% Add +2.4% 635 $338K
Salomon & Ludwin, LLC 0.04% No change 635 $338K
Meridian Financial Partners LLC 0.17% Reduce -5.7% 635 $338K
Lavaca Capital LLC 0.15% Reduce -5.4% 634 $338K
Montgomery Investment Management Inc. 0.13% Reduce -8.7% 634 $338K
FinDec Wealth Services, Inc. 0.33% Reduce -23.5% 633 $337K
Summit Investment Advisory Services, LLC 0.17% Add +16.8% 633 $337K
Phillips Wealth Planners LLC 0.35% Reduce -1.4% 640 $335K
Signal Tree Financial Partners LLC 0.34% Reduce -1.1% 628 $334K
Elite Wealth Management, Inc. 0.10% New 628 $334K
Wealth Advisors Northwest LLC 0.21% No change 627 $334K
Kaizen Financial Strategies 0.19% Reduce -11.7% 624 $332K
Landmark Wealth Management, LLC 0.15% No change 624 $332K
Rovin Capital /Ut/ 0.11% Reduce -2.0% 623 $332K
Aventura Private Wealth, LLC 0.17% Add +4.5% 623 $332K
Axis Wealth Partners, LLC 0.24% Reduce -18.4% 622 $331K
Laffer Tengler Investments, Inc. 0.09% New 621 $331K
Values First Advisors, Inc. 0.19% No change 621 $331K
Blue Square Asset Management, LLC 0.18% Reduce -1.0% 620 $330K
TSA Wealth Managment LLC 0.13% Add +0.3% 620 $330K
Guardian Wealth Advisors, LLC 0.21% No change 619 $330K
Hilltop Wealth Advisors, LLC 0.19% New 617 $329K
Marathon Strategic Advisors, LLC 0.35% No change 616 $328K
CWC Advisors, LLC. 0.19% Add +5.5% 614 $327K
Planning Directions Inc. 0.14% Reduce -10.9% 613 $326K
Pacific Wealth Management 0.18% No change 612 $326K
Requisite Capital Management, LLC 0.07% Add +4.8% 611 $325K
Notis-McConarty Edward 0.17% Add +1.3% 608 $324K
Disciplined Investments, LLC 0.15% Reduce -1.1% 608 $324K
Clark & Stuart, Inc 0.24% Reduce -0.5% 607 $323K
Afg Fiduciary Services Limited Partnership 0.24% No change 619 $323K
Sterling Group Wealth Management, LLC 0.17% No change 605 $322K
Lipe & Dalton 0.18% No change 605 $322K
WJ Interests, LLC 0.15% New 604 $322K
Brewster Financial Planning LLC 0.24% No change 604 $322K
William Howard & Co Financial Advisors Inc 0.30% Add +30.2% 604 $322K
Ground Swell Capital, LLC 0.76% New 603 $321K
OxenFree Capital LLC 0.24% Reduce -6.4% 633 $321K
Ariston Services Group 0.27% No change 602 $321K
Employees Retirement System of Texas 0.00% Reduce -99.5% 600 $320K
McCarter Private Wealth Services LLC 0.21% Add +17.6% 600 $320K
Financial Freedom, LLC 0.18% No change 600 $320K
Legal Advantage Investments, Inc. 0.17% No change 600 $320K
Scholtz & Company, LLC 0.16% Reduce -25.0% 600 $320K
Bawa N Mallick Trust 0.15% No change 600 $320K
McCollum Christoferson Group LLC 0.10% No change 600 $320K
Latko Wealth Management, Ltd. 0.21% Reduce -23.0% 599 $319K
George Kaiser Family Foundation 0.05% New 597 $318K
Prescott Group Capital Management, L.L.C. 0.05% New 597 $318K
Aerodigm Wealth, LLC 0.18% Add +1.7% 595 $317K
Elefante Mark B 0.25% No change 592 $315K
Walker Asset Management, LLC 0.19% No change 592 $315K
Royal Fund Management, LLC 0.04% Reduce -2.8% 592 $315K
Virtus Advisers, LLC 0.21% Reduce -76.5% 590 $314K
Second Half Financial Partners, LLC 0.16% Add +3.0% 589 $314K
Lowe Wealth Advisors, LLC 0.13% Add +45.4% 589 $314K
McElhenny Sheffield Capital Management, LLC 0.12% Add +4.8% 587 $313K
Citizens Business Bank 0.07% Add +217.3% 587 $313K
Cambridge Financial Group, LLC 0.13% New 593 $312K
Narwhal Capital Management 0.03% No change 586 $312K
Verus Wealth Management, LLC 0.34% No change 581 $309K
Prepared Retirement Institute LLC 0.20% Add +7.8% 580 $309K
Hidden Cove Wealth Management, LLC 0.24% Add +17.7% 579 $308K
Alaethes Wealth, LLC 0.11% New 579 $308K
Manuka Financial, LLC 0.20% Add +5.1% 578 $308K
Dunhill Financial, LLC 0.14% Add +16.5% 578 $308K
Clarity Wealth Development LLC 0.34% No change 577 $308K
Newport Capital Group, LLC 0.22% Add +2.1% 576 $307K
RiverGlades Family Offices LLC 0.22% No change 575 $306K
Keating Investment Counselors Inc. 0.09% No change 575 $306K
Petredis Investment Advisors LLC 0.03% Reduce -3.4% 575 $306K
Code Waechter LLC 0.25% Reduce -8.7% 575 $306K
Investment Planning Advisors, Inc. 0.12% New 574 $306K
MinichMacGregor Wealth Management, LLC 0.07% Reduce -3.2% 574 $306K
Dixon Fnancial Services, Inc. 0.16% No change 571 $304K
Hughes Financial Services, LLC 0.06% Add +4.4% 569 $303K
LPF Advisors LLC 0.25% No change 569 $303K
TradeWell Securities, LLC. 0.17% Add +2.7% 569 $303K
Investors Research Corp 0.07% Reduce -12.9% 569 $303K
Ascent Wealth Partners, LLC 0.04% No change 569 $303K
Balance Wealth Partners LLC 0.20% — 567 $302K
Beaumont Asset Management, L.L.C. 0.18% Reduce -18.2% 563 $300K
TruNorth Capital Management, LLC 0.07% Reduce -49.8% 563 $300K
Hutchens & Kramer Investment Management Group, LLC 0.16% No change 562 $299K
Capstone Wealth Management, LLC 0.30% No change 562 $299K
W.H. Cornerstone Investments Inc. 0.21% Reduce -8.7% 560 $298K
Bank Ozk 0.12% Reduce -1.6% 559 $298K
Cambria Investment Management, L.P. 0.02% Add +16.2% 559 $298K
InvesTrust 0.08% Reduce -8.2% 558 $297K
Stegner Investment Associates Inc. 0.21% No change 557 $297K
Seaside Wealth Management, Inc. 0.11% Add +6.5% 556 $296K
Kinloch Capital, LLC 0.14% Add +3.4% 556 $296K
Centricity Wealth Management, LLC 0.27% No change 554 $295K
Axim Planning & Wealth 0.26% New 551 $293K
Strive Asset Management, LLC 0.20% Reduce -60.8% 550 $293K
Howe & Rusling Inc. 0.02% Reduce -42.5% 550 $293K
Camelot Technology Advisors, Inc. 0.27% No change 549 $292K
Single Point Partners, LLC 0.07% Reduce -0.7% 549 $292K
Conrad Siegel Investment Advisors, Inc. 0.07% Add +7.2% 548 $292K
HTG Investment Advisors, Inc. 0.12% Reduce -3.5% 547 $291K
Burkett Financial Services, LLC 0.12% Add +71.6% 544 $290K
Beacon Bridge Wealth Partners, LLC 0.12% Add +2.5% 543 $289K
Mirabaud & Cie SA 0.10% No change 541 $288K
Detalus Advisors, LLC 0.09% New 540 $288K
Defined Financial Planning LLC 0.29% New 539 $287K
Millington Financial Advisors, LLC 0.18% New 546 $286K
Cypress Capital Management LLC (WY) 0.34% Add +40.6% 537 $286K
Lansing Street Advisors 0.10% Add +9.4% 537 $286K
Compass Planning Associates Inc 0.29% No change 536 $285K
Blue Barn Wealth, LLC 0.15% Reduce -7.4% 536 $285K
Luminist Capital LLC 0.31% Reduce -21.3% 535 $285K
Avid Wealth Partners LLC 0.19% New 535 $285K
Texas Capital Bancshares Inc 0.12% Add +1.7% 535 $285K
Virginia Wealth Management Group, Inc. 0.18% No change 534 $284K
Sit Investment Associates Inc. 0.01% No change 533 $284K
RBA Wealth Management, LLC 0.11% No change 532 $283K
Mb, Levis & Associates, LLC 0.13% No change 530 $282K
Bond & Devick Financial Network, Inc. 0.10% Add +16.7% 530 $282K
BostonPremier Wealth LLC 0.17% Reduce -18.0% 527 $281K
Meredith Wealth Planning 0.12% Add +2.9% 527 $281K
Elite Life Management LLC 0.87% Add +7.1% 526 $280K
Trellis Wealth Advisors LLC 0.14% No change 526 $280K
TD Capital Management LLC 0.03% No change 526 $280K
Great Oak Capital Partners, LLC 0.09% No change 631 $280K
Saudi Central Bank 1.48% New 524 $279K
Libra Wealth LLC 0.10% No change 524 $279K
Brandywine Global Investment Management, LLC 0.00% Reduce -99.5% 524 $279K
O'Connor Financial Group LLC 0.15% Add +1.6% 524 $279K
Veery Capital, LLC 0.11% No change 522 $278K
Auour Investments LLC 0.10% No change 521 $278K
Retirement Guys Formula LLC 0.14% Add +13.3% 521 $277K
Rainey & Randall Wealth Advisors Inc. 0.05% Add +0.6% 521 $277K
Dillon & Associates Inc. 0.04% No change 520 $277K
Quad-Cities Investment Group, LLC 0.14% No change 519 $276K
Pacific Capital Wealth Advisors, Inc. 0.05% Reduce -11.2% 517 $276K
Joule Financial, LLC 0.10% Add +3.6% 517 $275K
LifePlan Investment Advisors, Inc. 0.16% Reduce -0.4% 516 $275K
Butensky & Cohen Financial Security, Inc. 0.08% Reduce -16.3% 515 $274K
Arq Wealth Advisors, LLC 0.10% Reduce -15.9% 513 $273K
Delta Wealth Advisors LLC 0.25% No change 511 $272K
Tenret Co LLC 0.17% No change 511 $272K
Nixon Capital, LLC 0.09% No change 510 $272K
Paladin Advisory Group, LLC 0.22% Reduce -7.3% 509 $271K
Vivid Wealth Management, LLC 0.14% New 508 $271K
SoundView Advisors Inc. 0.11% No change 508 $270K
TL Private Wealth 0.13% No change 548 $270K
GR Financial Group, LLC 0.04% Add +8.4% 504 $269K
Copperleaf Capital, LLC 0.16% No change 502 $267K
Strategic Planning, Inc. 0.15% — 502 $267K
Groupe la Francaise 0.01% Add +23.1% 554 $267K
Archvest Wealth Advisors, Inc. 0.22% New 501 $267K
Teachers Insurance & Annuity Association of America 0.35% No change 500 $266K
ADG Wealth Management Group, LLC 0.25% No change 500 $266K
Ellerson Group Inc. 0.21% No change 500 $266K
Fee-Only Financial Planning, L.C. 0.18% No change 500 $266K
RiverTree Advisors, LLC 0.18% No change 500 $266K
Sicart Associates LLC 0.09% New 500 $266K
Raub Brock Capital Management LP 0.06% No change 500 $266K
Drexel Morgan & Co. 0.06% No change 500 $266K
Stanley-Laman Group, Ltd. 0.04% No change 500 $266K
Tran Capital Management, L.P. 0.04% No change 500 $266K
Kimelman & Baird, LLC 0.02% No change 500 $266K
Sellwood Investment Partners LLC 0.14% Reduce -21.0% 497 $265K
JDH Wealth Management, LLC 0.23% New 496 $264K
Lane & Associates LLC 0.14% Add +11.7% 496 $264K
DKM Wealth Management, Inc. 0.26% Reduce -33.1% 495 $264K
Forefront Wealth Management Inc. 0.24% Reduce -0.8% 495 $264K
Summit Wealth Partners, LLC 0.05% No change 494 $263K
Barry Investment Advisors, LLC 0.07% Reduce -0.4% 493 $263K
Beck Bode, LLC 0.05% No change 491 $261K
2UniFi Bank 0.17% Reduce -9.8% 507 $261K
SS&H Financial Advisors, Inc. 0.10% No change 488 $260K
Klein Pavlis & Peasley Financial, Inc. 0.19% New 486 $259K
Emergent Wealth Advisors, LLC 0.19% New 486 $259K
C M Bidwell & Associates Ltd. 0.16% No change 486 $259K
TFG Advisers LLC 0.09% New 486 $259K
Topel & Distasi Wealth Management, LLC 0.12% No change 485 $258K
Independent Solutions Wealth Management, LLC 0.06% Reduce -9.4% 483 $257K
LifeGoal Investments, LLC 0.28% Reduce -22.6% 482 $257K
Slagle Financial, LLC 0.11% No change 482 $257K
New Dimensions Wealth Management, LLC 0.26% — 481 $256K
A&I Financial Services, LLC 0.17% No change 481 $256K
Foundry Financial Group, Inc. 0.16% New 481 $256K
Lesa Sroufe & Co 0.26% — 480 $256K
Life Planning Partners, Inc 0.23% No change 479 $255K
Kraft Asset Management, LLC 0.23% Add +0.4% 477 $254K
Pingora Partners LLC 0.19% No change 477 $254K
Mid-American Wealth Advisory Group, Inc. 0.14% New 477 $254K
Orgel Wealth Management, LLC 0.01% No change 477 $254K
Tandem Financial, LLC 0.28% No change 476 $254K
Rogco, LP 0.10% No change 476 $254K
MSA Advisors, LLC 0.06% No change 475 $253K
OMNI 360 Wealth, Inc. 0.17% Reduce -5.6% 474 $252K
Trust Investment Advisors 0.16% New 473 $252K
HC Advisors, LLC 0.19% No change 472 $251K
SLT Holdings LLC 0.25% Add +2.2% 472 $251K
Schorn Wealth LLC 0.08% No change 472 $251K
Financial Advisory Corp 0.04% No change 471 $251K
VanderPol Investments L.L.C. 0.53% Reduce -0.8% 468 $249K
Infinity Wealth Counsel, LLC 0.27% Reduce -2.3% 468 $249K
Caxton Corp. 4.90% Reduce -58.8% 467 $249K
J Hagan Capital, Inc. 0.20% — 548 $248K
Halter Ferguson Financial Inc. 0.14% Reduce -2.9% 466 $248K
Allen Wealth Management, LLC 0.17% No change 466 $248K
Thompson Davis & Co., Inc. 0.20% No change 465 $248K
Holowesko Partners Ltd. 0.09% Reduce -76.3% 465 $248K
Stokes Capital Advisors, LLC 0.06% No change 462 $246K
IronBridge Private Wealth, LLC 0.10% New 461 $246K
Bienville Capital Management, LLC 0.06% Reduce -53.9% 461 $246K
Schulz Wealth, LTD. 0.19% No change 460 $245K
North Ridge Wealth Advisors, Inc. 0.16% Reduce -7.6% 460 $245K
Partners Capital Investment Group, LLP 0.00% New 459 $244K
Sage Private Wealth Group, LLC 0.18% Reduce -6.7% 458 $244K
Mullooly Asset Management, Inc. 0.11% — 457 $243K
Midwest Heritage Bank, FSB 0.10% New 457 $243K
Jeppson Wealth Management, LLC 0.09% No change 457 $243K
Encompass More Asset Management 0.07% Reduce -19.8% 457 $243K
Five Pine Wealth Management 0.20% No change 456 $243K
Thompson Investment Management, Inc. 0.04% No change 456 $243K
Santori & Peters, Inc. 0.10% No change 455 $242K
Waller Financial Planning Group, Inc. 0.07% New 455 $242K
Commons Capital, LLC 0.22% New 455 $242K
USA Financial Formulas 0.04% Reduce -8.8% 454 $242K
Davidson Investment Advisors 0.01% No change 454 $242K
Trademark Financial Management, LLC 0.18% New 453 $241K
One Degree Advisors Inc 0.10% New 454 $241K
Andina Capital Management, LLC 0.17% New 452 $241K
Apeiron RIA LLC 0.07% Reduce -16.6% 452 $241K
Blue Investment Partners LLC 0.09% No change 446 $238K
WESPAC Advisors, LLC 0.19% New 443 $236K
Kooman & Associates 0.09% Reduce -6.8% 442 $235K
Meridian Management Co. 0.07% Reduce -38.2% 442 $235K
Novus Advisors, LLC 0.24% Reduce -1.3% 441 $235K
Littlejohn Financial Services, Inc. 0.19% New 440 $234K
Shearwater Capital LLC 0.16% New 438 $233K
Impact Partnership Wealth, LLC 0.05% New 437 $233K
Corus Family Wealth Advisors 0.16% New 437 $233K
Buck Wealth Strategies, LLC 0.04% Reduce -36.9% 435 $232K
St. Clair Advisors, LLC 0.06% Reduce -27.0% 433 $231K
Objectivity Squared, LLC 0.19% New 438 $230K
Alpha Financial Advisors, LLC 0.10% New 431 $230K
Heritage Oak Wealth Advisors LLC 0.10% New 430 $229K
Strategic Equity Management 0.10% New 430 $229K
Matrix Trust Co 0.04% Add +29.9% 430 $229K
Ceera Investments, LLC 0.08% New 428 $228K
Total Wealth Planning, LLC 0.03% New 428 $228K
Beck Capital Management, LLC 0.07% New 428 $228K
Quattro Financial Advisors LLC 0.08% New 425 $226K
Roberts Wealth Advisors, LLC 0.07% Reduce -12.2% 423 $225K
Fourth Dimension Wealth, LLC 0.11% Add +12.2% 423 $225K
Palo Alto Wealth Advisors, LLC 0.09% New 440 $225K
City Center Advisors, LLC 0.26% New 422 $225K
Melfa Wealth Management, Inc. 0.15% New 422 $225K
Wall Street Financial Group, Inc. 0.23% New 420 $224K
Dean, Jacobson Financial Services, LLC 0.17% New 419 $223K
Vectors Research Management, LLC 0.08% New 418 $223K
POM Investment Strategies, LLC 0.26% Add +11.0% 415 $221K
Michael A. Dubis Financial Planning, LLC 0.21% New 414 $220K
Private Capital Management, LLC 0.02% New 414 $220K
Fjell Capital, LLC 0.22% New 413 $220K
Flagship Private Wealth, LLC 0.10% New 412 $219K
Capstone Investment Advisors, LLC 0.00% Reduce -99.1% 412 $219K
Aurelius Family Office LLC 0.11% New 411 $219K
Kropog Financial Group, LLC 0.21% New 410 $218K
Fiduciary Wealth Partners, LLC 0.19% — 410 $218K
Loomis Sayles & Co. L P 0.00% Reduce -33.2% 410 $218K
Cambridge Capital Management, LLC 0.14% New 409 $218K
Prostatis Group LLC 0.07% New 409 $218K
High Falls Advisors, Inc 0.05% New 407 $217K
Sound Stewardship, LLC 0.12% New 407 $217K
TPG Financial Advisors, LLC 0.10% New 405 $216K
Waterway Wealth Management, LLC 0.09% New 405 $216K
Tolleson Wealth Management, Inc. 0.04% New 403 $215K
Hoese & Co LLP 0.18% No change 400 $213K
Dynamic Wealth Strategies, LLC 0.18% New 399 $212K
Gimbal Financial 0.19% New 398 $212K
Alkeme Wealth, LLC 0.09% Reduce -35.7% 397 $211K
Blossom Wealth Management 0.42% Reduce -13.2% 395 $210K
North Point Portfolio Managers Corp. 0.04% New 394 $210K
Macroview Investment Management LLC 0.20% New 393 $209K
Steph & Co. 0.07% No change 389 $207K
PSI Advisors, LLC 0.07% Reduce -0.8% 389 $207K
Dakota Community Bank & Trust NA 1.00% No change 388 $207K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.13% No change 388 $207K
Stanich Group LLC 0.15% New 386 $206K
West Financial Advisors, LLC 0.04% No change 386 $206K
Faithward Advisors, LLC 0.04% New 384 $205K
MorganRosel Wealth Management, LLC 0.06% New 383 $204K
MJT & Associates Financial Advisory Group, Inc. 0.19% — 380 $202K
Eight 31 Financial, LLC 0.13% New 379 $202K
Morton Community Bank 0.05% New 379 $202K
Fluent Financial, LLC 0.09% Reduce -19.6% 378 $201K
Campbell Deegan Wealth Management, LLC 0.23% New 377 $201K
Chris Bulman Inc 0.13% Reduce -16.4% 377 $201K
Perritt Capital Management Inc 0.11% Add +17.1% 377 $201K
Bramshill Investments, LLC 0.02% New 377 $201K
Red Tortoise LLC 0.10% No change 376 $200K
Talisman Wealth Advisors LLC 0.21% New 376 $200K
Minot DeBlois Advisors LLC 0.19% Reduce -27.7% 365 $194K
DecisionPoint Financial, LLC 0.06% Reduce -0.3% 365 $194K
Kozak & Associates, Inc. 0.05% Reduce -40.7% 364 $193K
Atala Financial Inc 0.14% No change 360 $192K
Accordant Advisory Group Inc 0.18% Add +204.3% 350 $186K
Guardian Wealth Management, Inc. 0.12% Reduce -2.8% 345 $184K
True Wealth Design, LLC 0.07% Add +36.4% 341 $182K
Atlantic Edge Private Wealth Management, LLC 0.05% No change 335 $178K
Park Place Capital Corp 0.05% Reduce -72.2% 330 $176K
Legacy Wealth Managment, LLC 0.12% Add +12.5% 316 $168K
Sarver Vrooman Wealth Advisors 0.11% — 314 $167K
Copia Wealth Management 0.15% Add +8.7% 313 $167K
Murphy & Mullick Capital Management Corp 0.16% Add +14.3% 303 $161K
Ramirez Asset Management, Inc. 0.03% No change 300 $160K
Ruedi Wealth Management, Inc. 0.05% No change 288 $153K
Columbia River Financial Group, LLC 0.10% New 285 $151K
Silvant Capital Management LLC 0.01% No change 283 $151K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -15.0% 283 $151K
Valued Wealth Advisors LLC 0.09% Add +14.2% 282 $150K
First Financial Corp. 0.07% No change 282 $150K
Dogwood Wealth Management LLC 0.08% Add +16.1% 274 $146K
NWK Group, Inc. 0.07% No change 268 $143K
Sherman Asset Management, Inc. 0.13% No change 260 $138K
Beutel, Goodman & Co Ltd. 0.00% New 260 $138K
SIMA Wealth Partners, LLC 0.11% No change 257 $137K
Nalls Sherbakoff Group, LLC 0.11% — 257 $137K
Whipplewood Advisors, LLC 0.08% Add +56.0% 401 $137K
MRP Capital Investments, LLC 0.12% No change 250 $133K
Atlantic Private Wealth, LLC 0.10% New 250 $133K
Cyrus J. Lawrence, LLC 0.50% Reduce -94.0% 250 $133K
Silicon Valley Community Foundation 0.01% Add +23.3% 238 $127K
Legacies Wealth LLC 0.09% Reduce -2.1% 237 $126K
Retirement Wealth Solutions LLC 0.10% No change 236 $126K
Principia Wealth Advisory, LLC 0.12% Add +8.7% 238 $124K
WealthTrak Capital Management LLC 0.11% Add +28.3% 231 $123K
Newton One Investments LLC 0.04% No change 217 $116K
Darwin Wealth Management, LLC 0.04% No change 253 $115K
PARK CIRCLE Co 0.10% No change 212 $113K
Robinswood Financial LLC 0.04% No change 211 $112K
1248 Management, LLC 0.05% New 205 $109K
E Fund Management (Hong Kong) Co., Ltd. 0.10% New 202 $108K
GKV Capital Management Co., Inc. 0.05% Reduce -20.0% 200 $107K
CGC Financial Services, LLC 0.04% No change 200 $107K
Eukles Asset Management 0.05% No change 194 $103K
Westend Capital Management, LLC 0.04% Reduce -7.2% 194 $103K
Richardson Capital Management LLC 0.06% Add +1.1% 193 $103K
Christopher J. Hasenberg, Inc 0.04% No change 192 $102K
WPG Advisers, LLC 0.10% Add +73.0% 192 $102K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% No change 191 $102K
Safe Harbor Fiduciary, LLC 0.10% No change 185 $99K
Luken Investment Analytics, LLC 0.05% No change 184 $98K
PMV Capital Advisers, LLC 0.23% No change 181 $96K
JCIC Asset Management Inc. 0.04% No change 180 $96K
Quest 10 Wealth Builders, Inc. 0.10% Add +53.5% 175 $93K
Consultiva Wealth Management, Corp. 0.32% Add +216.4% 174 $93K
Grayhawk Investment Strategies Inc. 0.21% No change 170 $91K
Gables Capital Management Inc. 0.04% No change 170 $91K
NCP Inc. 0.11% Add +79.3% 156 $83K
Anfield Capital Management, LLC 0.03% No change 151 $80K
Garrison Bradford & Associates Inc. 0.09% New 150 $80K
Standard Family Office LLC 0.10% Reduce -42.2% 148 $79K
Cloud Capital Management, LLC 0.05% — 139 $74K
REAP Financial Group, LLC 0.02% Reduce -25.5% 137 $73K
Pineridge Advisors LLC 0.03% Add +7.2% 134 $71K
Innovative Advisory Group, LLC 0.07% No change 129 $69K
Vermillion & White Wealth Management Group, LLC 0.05% No change 124 $66K
Stone House Investment Management, LLC 0.01% New 123 $66K
Chesapeake Asset Management LLC 0.06% Add +3.5% 118 $63K
IMG Wealth Management, Inc. 0.06% Add +24.2% 118 $63K
Harbor Capital Advisors, Inc. 0.00% Reduce -9.4% 116 $62K
1 North Wealth Services LLC 0.03% New 115 $61K
MeadowBrook Investment Advisors LLC 0.06% No change 111 $59K
Redwood Park Advisors LLC 0.05% No change 110 $59K
University of Texas/Texas Am Investment Management Co. 0.01% Reduce -74.2% 108 $58K
Reyes Financial Architecture, Inc. 0.04% Reduce -55.5% 106 $56K
Winnacle Wealth LLC 0.05% Add +16.9% 104 $55K
William B. Walkup & Associates, Inc. 0.03% No change 100 $53K
Capco Asset Management, LLC 0.01% No change 100 $53K
Ball & Co Wealth Management Inc. 0.06% No change 100 $53K
Clal Insurance Enterprises Holdings Ltd 0.00% Add +395.0% 99 $53K
Wolff Wiese Magana LLC 0.03% No change 92 $49K
Nexus Investment Management ULC 0.01% New 61 $47K
Decker Retirement Planning Inc. 0.03% Reduce -83.6% 82 $44K
Mountain Hill Investment Partners Corp. 0.04% Reduce -16.3% 77 $41K
Broadwater Capital Management LLC 0.03% No change 77 $41K
Essex Investment Management Co. LLC 0.01% No change 76 $40K
Nova Wealth Management, Inc. 0.03% Add +7.1% 75 $40K
Capital A Wealth Management, LLC 0.04% Reduce -1.4% 73 $39K
Prudent Man Investment Management, Inc. 0.02% No change 84 $38K
Horizon Financial Services, LLC 0.02% Add +7.8% 69 $37K
Parkworth Wealth Management, Inc. 0.03% New 63 $34K
Wiser Advisor Group LLC 0.05% No change 58 $31K
Keystone Global Partners, LLC 0.02% — 58 $31K
Stuart Chaussee & Associates, Inc. 0.01% Reduce -34.5% 57 $30K
TOWER TRUST & INVESTMENT Co 0.02% — 56 $30K
WestEnd Advisors, LLC 0.00% Add +211.8% 53 $28K
Gen-Wealth Partners Inc 0.01% Reduce -11.9% 52 $28K
LGT Financial Advisors LLC 0.08% Reduce -90.0% 50 $27K
Basso Capital Management, L.P. 0.02% New 50 $27K
Navigoe, LLC 0.02% No change 50 $26K
Transamerica Financial Advisors, LLC 0.00% No change 46 $25K
ZynergyRetirementPlanningLLC 0.02% New 50 $23K
Cordant, Inc. 0.01% New 42 $22K
Cooksen Wealth, LLC 0.02% New 51 $21K
Resolute Advisors LLC 0.01% Reduce -95.3% 39 $21K
Ravenstone Capital Management Inc. 0.01% No change 38 $20K
Collier Financial 0.02% No change 36 $19K
Bay Harbor Wealth Management, LLC 0.01% Add +1033.3% 34 $18K
PayPay Securities Corp 1.03% Reduce -23.3% 33 $18K
Solstein Capital, LLC 0.01% No change 30 $16K
Bare Financial Services, Inc 0.01% New 28 $15K
Smallwood Wealth Investment Management, LLC 0.01% New 26 $14K
Anderson Financial Strategies, LLC 0.01% New 25 $13K
Birch Capital Management, LLC 0.01% No change 25 $13K
Catherine Avery Investment Management LLC 0.01% No change 22 $12K
Midwest Capital Advisors, LLC 0.01% No change 18 $10K
Raleigh Capital Management Inc. 0.00% Reduce -99.3% 15 $8K
ROSS\JOHNSON & Associates LLC 0.14% Add +275.0% 15 $8K
HFM Investment Advisors, LLC 0.00% — 11 $6K
Conquis Financial LLC 0.01% No change 10 $5K
LFA - Lugano Financial Advisors SA 0.00% No change 10 $5K
a16z Perennial Management, L.P. 0.00% No change 10 $5K
Eisler Capital Management Ltd. 0.00% Reduce -100.0% 5 $3K
DRH Investments, Inc. 0.00% No change 3 $2K
PEAK6 LLC 0.00% No change 3 $1K
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.8% 1 $533
Holos Integrated Wealth LLC 0.00% No change 1 $533

"% 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.