Berkshire Hathaway Inc. Class BBRK.B

13F holders, Q3 2025 (September 30)
4,580holders −3
136new positions
116sold out
22famous investors
$502.28avg. 13F price*

At the end of Q3 2025, 4,580 institutions reported holding Berkshire Hathaway Inc. Class B (BRK.B) in their 13F filings, down 3 from Q2 2025. 136 opened new positions and 116 sold out. The largest holders were Vanguard Group Inc. ($77.6B), BlackRock, Inc. ($57.6B) and State Street Corp. ($36.6B). 22 famous investors held it, including Bill Gates / Michael Larson (29.9% of Gates Foundation Trust's portfolio), Guy Spier (22.3% of Aquamarine Capital (Aquamarine Zurich)'s portfolio) and Duan Yongping (17.8% of H&H International Investment's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions136$1.7B
Exits116$496.0M

All 13F filers, Q2 2025 → Q3 2025: 24,742,750 shares bought and 19,234,935 shares sold, net +5,507,815 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4,580 holders

Vanguard Group Inc. 1.16% Add +0.8% 154,326,113 $77.6B
BlackRock, Inc. 1.02% Add +1.0% 114,621,401 $57.6B
State Street Corp. 1.27% Add +0.5% 72,812,974 $36.6B
Geode Capital Management, LLC 1.28% Add +0.2% 39,960,942 $20.0B
Morgan Stanley 0.81% Reduce -2.3% 26,572,525 $13.4B
Gates Foundation Trust 29.91% Reduce -9.8% 21,765,224 $10.9B
Northern Trust Corp. 1.02% Reduce -0.7% 15,842,634 $8.0B
JPMorgan Chase & Co. 0.40% Reduce -8.6% 12,583,561 $6.3B
Bank of New York Mellon Corp 1.00% Reduce -1.5% 11,117,949 $5.6B
Charles Schwab Investment Management Inc. 0.88% Add +0.3% 10,967,933 $5.5B
T. Rowe Price Associates Inc. 0.55% Reduce -0.3% 10,183,801 $5.1B
Royal Bank of Canada 0.84% Add +1.7% 9,422,489 $4.7B
Bank of America Corp. 0.34% Reduce -0.8% 8,918,717 $4.5B
FMR LLC 0.23% Reduce -1.2% 8,862,840 $4.5B
Goldman Sachs Group Inc. 0.61% Reduce -8.1% 8,359,648 $4.2B
Dimensional Fund Advisors LP 0.77% Reduce -0.4% 7,094,416 $3.6B
Barclays PLC 1.29% Add +2.3% 6,889,008 $3.5B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.72% Reduce -12.5% 6,563,112 $3.3B
Legal & General Group Plc 0.70% Add +2.8% 6,193,345 $3.1B
Nuveen, LLC 0.76% Reduce -4.6% 5,684,412 $2.9B
H&H International Investment 17.78% Add +53.5% 5,191,300 $2.6B
Wells Fargo & Company 0.52% Reduce -2.4% 5,096,674 $2.6B
UBS Group AG 0.49% Reduce -6.4% 5,022,442 $2.5B
Invesco Ltd. 0.37% Add +5.3% 4,685,237 $2.4B
Raymond James Financial Inc. 0.65% Add +3.6% 4,044,838 $2.0B
Amundi 0.63% Reduce -0.1% 3,950,803 $2.0B
Swiss National Bank 1.14% Reduce -3.7% 3,906,505 $2.0B
California Public Employees Retirement System 1.09% Reduce -14.8% 3,634,423 $1.8B
Alliancebernstein L.P. 0.56% Reduce -4.5% 3,541,411 $1.8B
HSBC Holdings PLC 1.05% Add +7.5% 3,538,294 $1.8B
Sumitomo Mitsui Trust Group, Inc. 0.98% Add +0.6% 3,403,699 $1.7B
LPL Financial LLC 0.48% Add +3.4% 3,290,702 $1.7B
Mitsubishi UFJ Asset Management Co., Ltd. 1.16% Add +4.9% 3,218,040 $1.6B
Deutsche Bank AG 0.53% Add +6.3% 3,130,846 $1.6B
Rhumbline Advisers 1.20% Reduce -0.8% 2,960,916 $1.5B
Creative Planning 1.07% Add +1.1% 2,794,034 $1.4B
Flossbach Von Storch SE 5.53% Add +0.2% 2,787,941 $1.4B
Assenagon Asset Management S.A. 2.02% Add +178.1% 2,724,908 $1.4B
Artisan Partners Limited Partnership 1.91% Add +1.9% 2,646,052 $1.3B
Bank of Montreal 0.55% Add +9.9% 2,579,781 $1.3B
National Pension Service 0.99% Add +3.1% 2,547,108 $1.3B
HighTower Advisors, LLC 1.43% Add +1.5% 2,511,835 $1.3B
Baird Financial Group, Inc. 2.03% Add +2.9% 2,506,270 $1.3B
Principal Financial Group Inc. 0.62% Reduce -1.3% 2,429,304 $1.2B
Canada Pension Plan Investment Board 0.80% Add +25.8% 2,272,634 $1.1B
California State Teachers Retirement System 1.10% Add +1.2% 2,137,872 $1.1B
Neuberger Berman Group LLC 0.73% Reduce -8.8% 1,982,542 $996.5M
New York State Common Retirement Fund 1.28% Reduce -5.7% 1,970,807 $990.8M
Tetrad Corp. 90.41% No change 1,923,123 $966.8M
Ameriprise Financial Inc. 0.22% Reduce -1.3% 1,882,004 $946.4M
First Manhattan Co. Llc. 2.48% Reduce -0.7% 1,870,443 $940.3M
Diamond Hill Capital Management, LLC (Investment Advisor) 4.23% Add +12.8% 1,772,621 $891.2M
Manufacturers Life Insurance Company, The 0.72% Reduce -7.5% 1,718,966 $864.2M
Wellington Management Group LLP 0.15% Reduce -11.9% 1,685,681 $847.5M
Prudential Financial Inc. 0.99% Reduce -4.0% 1,658,639 $833.9M
State Board of Administration of Florida Retirement System 1.45% Reduce -5.7% 1,651,043 $830.0M
Adage Capital Partners Gp, L.L.C. 1.31% Reduce -1.0% 1,645,469 $827.2M
Commonwealth Equity Services, LLC 1.04% Reduce -2.2% 1,598,314 $803.5M
Caisse de depot et placement du Quebec 1.44% Add +16.3% 1,585,914 $797.3M
Citigroup Inc. 0.54% Reduce -23.0% 1,564,129 $786.4M
Markel Group 6.25% No change 1,531,971 $770.2M
New York State Teachers Retirement System 1.50% Reduce -1.4% 1,524,570 $766.5M
Swedbank AB 0.76% Add +4.3% 1,481,686 $744.9M
Rothschild & Co Wealth Management UK Ltd 11.88% Add +3.4% 1,469,913 $739.0M
AQR Capital Management 0.47% Add +34.3% 1,465,864 $736.9M
CANADA LIFE ASSURANCE Co 1.05% Add +14.9% 1,466,427 $732.3M
Acadian Asset Management LLC 1.25% Add +147.1% 1,420,256 $714.0M
Corient Private Wealth LP 1.10% Reduce -26.7% 1,392,269 $699.3M
Chevy Chase Trust Holdings, LLC 1.92% Reduce -1.9% 1,385,368 $696.5M
Capital Research Global Investors 0.12% Add +21.1% 1,297,329 $652.2M
US Bancorp \de 0.77% Reduce -0.6% 1,293,527 $650.3M
BNP Paribas Financial Markets 0.52% Reduce -8.0% 1,291,607 $649.3M
National Bank of Canada 0.72% Reduce -29.3% 1,272,823 $639.8M
FIL Ltd 0.48% Add +36.3% 1,215,629 $611.1M
Barrow Hanley Mewhinney & Strauss LLC 1.91% New 1,194,170 $600.4M
Brown Brothers Harriman & Co. 3.65% Reduce -3.2% 1,193,453 $600.0M
Franklin Resources Inc. 0.15% Reduce -14.3% 1,134,197 $592.8M
Osaic Holdings, Inc. 0.82% Add +12.8% 1,163,740 $584.0M
Gardner Russo & Quinn 6.26% Add +0.6% 1,161,394 $583.9M
Envestnet Asset Management Inc. 0.17% Reduce -2.9% 1,144,904 $575.6M
Schroder Investment Management Group 0.45% Reduce -9.9% 1,147,438 $572.9M
Mariner, LLC 0.74% Add +3.6% 1,132,905 $569.5M
PNC Financial Services Group, Inc. 0.33% Add +0.7% 1,093,677 $549.8M
Check Capital Management Inc. 34.23% Add +0.3% 1,075,160 $540.5M
Aviva PLC 0.97% Add +6.2% 1,062,778 $534.3M
Wealth Enhancement Advisory Services, LLC 0.80% Add +0.9% 1,058,603 $531.7M
Brown Advisory Inc. 0.68% Reduce -1.7% 1,031,324 $518.5M
London Co. of Virginia 2.84% Reduce -2.6% 1,023,676 $514.7M
Korea Investment CORP 1.05% Reduce -1.6% 1,011,777 $508.7M
Arrowstreet Capital, Limited Partnership 0.32% Reduce -4.8% 997,114 $501.3M
Ensign Peak Advisors, Inc 0.81% Reduce -2.4% 983,227 $494.3M
Rathbones Group PLC 2.00% Reduce -6.8% 981,416 $493.4M
Focus Partners Wealth 0.79% Add +36.4% 972,951 $489.0M
Stifel Financial Corp. 0.44% Reduce -1.1% 965,454 $485.4M
Mesirow Financial Investment Management, Inc. 8.67% Add +1.0% 963,896 $484.6M
Royal London Asset Management Ltd. 1.01% Reduce -0.2% 935,430 $470.3M
Bessemer Group Inc. 0.71% Add +103.3% 922,647 $463.9M
Cetera Investment Advisers 0.53% Add +28.7% 909,355 $457.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.77% Add +2.1% 902,699 $453.8M
Himalaya Capital Management 13.97% No change 897,749 $451.3M
Douglass Winthrop Advisors, LLC 7.75% Add +1.7% 884,805 $444.8M
TD Asset Management Inc 0.36% Add +0.5% 869,775 $437.3M
Natixis Advisors, LLC 0.62% Add +4.0% 850,627 $427.6M
Treasurer of the State of North Carolina 1.28% Reduce -3.8% 829,294 $416.9M
Public Employees Retirement System of Ohio 1.30% Reduce -2.7% 812,516 $408.5M
Russell Investments Group, Ltd. 0.46% Add +11.7% 806,563 $405.4M
Ossiam 5.15% Reduce -4.0% 796,554 $400.5M
Toronto Dominion Bank 0.78% Reduce -7.4% 791,295 $397.8M
Danske Bank A/S 0.99% Reduce -18.3% 790,188 $397.3M
Nicholas Hoffman & Company, LLC. 9.56% Add +112.2% 785,169 $394.7M
Cerity Partners LLC 0.63% Reduce -0.9% 767,928 $386.1M
Cibc World Market Inc. 0.80% Reduce -0.8% 766,662 $385.4M
Captrust Financial Advisors 0.78% Add +0.2% 760,924 $382.5M
Quantinno Capital Management LP 1.04% Add +32.4% 758,547 $381.4M
Cambridge Investment Research Advisors, Inc. 1.04% Reduce -1.6% 754,305 $379.2M
D. E. Shaw & Co. 0.33% Add +9.4% 751,172 $377.6M
Retirement Systems of Alabama 1.24% Add +1.2% 743,059 $373.6M
Susquehanna International Group, LLP 0.53% Reduce -19.9% 716,346 $360.1M
State of Wisconsin Investment Board 0.83% Reduce -0.6% 714,907 $359.4M
Nordea Investment Management AB 0.31% Add +6.1% 711,352 $355.7M
Millennium Management 0.29% Add +270.3% 700,331 $352.1M
Fayez Sarofim & Co 0.81% Reduce -0.5% 697,587 $350.7M
Healthcare of Ontario Pension Plan Trust Fund 0.65% Add +44.4% 689,458 $346.6M
Truist Financial Corp. 0.46% Reduce -0.3% 680,409 $342.1M
Jane Street Group, LLC 0.40% Add +20342.1% 675,816 $339.8M
Everett Harris & Co. 4.16% Reduce -1.3% 669,366 $336.5M
Pictet Asset Management Holding SA 0.32% Reduce -4.4% 664,733 $334.2M
Scotia Capital Inc. 1.40% Add +7.5% 656,480 $330.0M
Bank Julius Baer & Co. Ltd, Zurich 0.92% Reduce -0.3% 647,261 $325.4M
Credit Agricole S A 1.08% — 646,882 $325.2M
Rafferty Asset Management, LLC 1.04% Add +1.3% 636,585 $320.0M
Mitsubishi UFJ Trust & Banking Corp 0.70% Reduce -2.9% 635,456 $319.5M
Voya Investment Management LLC 0.36% Reduce -11.5% 630,510 $317.0M
State of Tennessee, Department of Treasury 1.05% Reduce -0.1% 625,730 $314.6M
Mackenzie Financial Corp. 0.37% Add +0.9% 612,606 $308.0M
Allianz Asset Management GmbH 0.38% Reduce -8.1% 605,695 $304.5M
DekaBank Deutsche Girozentrale 0.51% No change 607,262 $302.8M
Clearbridge Investments, LLC 0.23% Reduce -8.2% 598,179 $300.7M
Asset Management One Co., Ltd. 0.85% Add +1.9% 586,663 $294.9M
SWF LLC 30.10% No change 584,092 $293.6M
Hudson Bay Capital Management LP 2.06% Reduce -15.2% 583,415 $293.3M
Menora Mivtachim Holdings LTD. 1.46% Add +28.0% 573,501 $288.3M
Capital International Investors 0.05% Add +1.0% 559,243 $281.2M
STRS Ohio 1.02% Reduce -3.6% 553,697 $278.4M
DAVENPORT & Co LLC 1.45% Reduce -0.6% 538,502 $270.4M
Fifth Third Bancorp 0.86% Add +0.2% 536,218 $269.6M
Davis Selected Advisers 1.40% Reduce -3.6% 533,948 $268.4M
BSN CAPITAL PARTNERS Ltd 20.74% No change 545,000 $264.2M
Handelsbanken Fonder AB 0.82% Reduce -0.7% 515,046 $258.9M
Maj Invest Holding A/S 8.80% Add +34.1% 512,535 $257.7M
Giverny Capital 8.70% Reduce -0.2% 510,644 $256.7M
Barr E S & Co. 13.88% Reduce -1.3% 509,140 $256.0M
Empower Advisory Group, LLC 0.71% Add +2.4% 508,510 $255.6M
KLP Kapitalforvaltning As 1.00% Add +1.5% 503,513 $253.1M
Rockefeller Capital Management L.P. 0.49% Add +3.2% 501,296 $252.0M
Janney Montgomery Scott LLC 0.60% Add +2.9% 501,040 $251.9M
Mercer Global Advisors Inc. 0.42% Add +9.5% 497,960 $250.3M
Federation des caisses Desjardins du Quebec 0.98% Add +10.5% 494,443 $248.6M
Graham Holdings Co 24.26% Reduce -0.2% 481,920 $242.3M
Qube Research & Technologies Ltd 0.34% Reduce -33.0% 479,780 $241.2M
Kestra Advisory Services, LLC 1.10% Add +9.4% 477,611 $240.1M
Nomura Asset Management Co. Ltd. 0.63% Add +0.8% 476,211 $239.4M
State of New Jersey Common Pension Fund D 0.88% Add +5.2% 474,074 $238.3M
Northwestern Mutual Wealth Management Co. 0.16% Reduce -0.9% 470,470 $236.5M
Czech National Bank 1.62% Add +3.9% 465,731 $234.1M
Public Sector Pension Investment Board 0.86% Add +7.2% 463,454 $233.0M
MetLife Investment Management, LLC 1.10% New 455,165 $228.8M
Citadel Advisors 0.18% Add +63.4% 446,946 $224.7M
American Century Companies Inc. 0.11% Add +3.2% 446,040 $224.2M
Blair William & Co. 0.60% Add +0.6% 445,234 $223.8M
Philip James Wealth Mangement, LLC 26.96% Reduce -0.8% 442,092 $222.3M
Resona Asset Management Co.,Ltd. 1.05% Reduce -3.6% 442,023 $222.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.11% Reduce -2.1% 440,347 $221.4M
Capitolis Liquid Global Markets LLC 1.76% Add +3.0% 438,360 $220.4M
Findlay Park Partners LLP 2.28% Reduce -1.8% 430,836 $216.6M
Squarepoint Ops LLC 0.44% Reduce -19.3% 414,373 $208.3M
Gateway Investment Advisers LLC 2.01% Add +2.0% 414,325 $208.3M
Tredje AP-fonden 1.65% Reduce -2.6% 409,270 $205.8M
Bank of Nova Scotia 0.37% Add +45.2% 408,016 $205.1M
AMF Tjanstepension AB 1.29% Reduce -0.9% 404,624 $203.4M
Jones Financial Companies LLLP 0.14% Add +13.0% 403,696 $202.0M
Victory Capital Management Inc. 0.12% Reduce -3.1% 400,713 $201.5M
River Road Asset Management, LLC 2.25% Add +102.0% 399,837 $201.0M
CIBC Private Wealth Group LLC 0.34% Reduce -0.3% 399,485 $200.8M
Allspring Global Investments Holdings, LLC 0.32% Add +13.7% 402,761 $200.7M
Bartlett & Co. Wealth Management LLC 2.65% Add +0.1% 397,780 $200.0M
CIBC Bancorp USA Inc. 1.20% — 396,878 $199.5M
Arizona State Retirement System 1.06% Add +1.0% 395,780 $199.0M
Sei Investments Co. 0.21% Add +4.9% 393,193 $197.7M
Teacher Retirement System of Texas 0.79% Reduce -5.8% 392,894 $197.5M
Pathstone Holdings, LLC 0.75% Reduce -15.5% 388,338 $195.2M
Sather Financial Group Inc 10.42% Add +0.4% 381,278 $191.7M
Two Sigma Investments, LP 0.31% New 379,096 $190.6M
Bridges Investment Management Inc. 2.43% Reduce -0.6% 378,827 $190.5M
ProShare Advisors LLC 0.39% Reduce -9.8% 374,425 $188.2M
Cwm, LLC 0.56% Add +16.8% 373,380 $187.7M
Fiduciary Management Inc. 1.89% Reduce -17.3% 371,441 $186.7M
Armstrong Henry H Associates Inc. 16.82% Reduce -0.2% 369,883 $186.0M
Amalgamated Bank 1.32% Reduce -1.7% 368,127 $185.1M
Scharf Investments, LLC 4.46% Reduce -19.2% 352,896 $177.4M
Forsta Ap-Fonden 1.05% Add +4.7% 351,300 $176.6M
First Trust Advisors LP 0.13% Add +11.5% 350,291 $176.1M
Aberdeen Group plc 0.28% Add +5.6% 348,487 $174.9M
State of Michigan Retirement System 0.83% Reduce -0.7% 344,029 $173.0M
Cannell & Spears LLC 3.23% Reduce -0.6% 340,313 $171.1M
Private Advisor Group, LLC 0.84% Add +0.4% 338,945 $170.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.38% Add +6.3% 332,632 $167.2M
Van Lanschot Kempen Investment Management N.V. 1.48% Reduce -0.5% 328,716 $165.3M
Ruane, Cunniff & Goldfarb L.P. 2.69% Reduce -1.3% 322,552 $162.2M
Marshall Wace, LLP 0.18% Add +36.7% 321,383 $161.6M
Yacktman Asset Management 2.22% Reduce -2.0% 320,356 $161.1M
NorthCoast Asset Management LLC 0.63% Reduce -4.6% 319,933 $160.8M
McDonald Capital Investors Inc. 9.98% Reduce -2.3% 319,397 $160.6M
Lido Advisors, LLC 0.66% Add +35.2% 318,520 $160.1M
Timucuan Asset Management Inc. 4.69% Reduce -0.9% 318,022 $159.9M
Comerica Bank 0.60% Reduce -8.3% 316,597 $159.2M
NewEdge Advisors, LLC 0.72% Reduce -3.7% 315,586 $158.7M
United American Securities Inc. (d/b/a UAS Asset Management) 33.55% Reduce -1.3% 315,410 $158.6M
Pinebridge Investments, L.P. 1.17% Reduce -19.2% 312,842 $157.3M
Robeco Institutional Asset Management B.V. 0.22% Reduce -3.9% 305,810 $153.7M
MML Investors Services, LLC 0.41% Reduce -1.1% 302,362 $152.0M
Huntington National Bank 1.24% Add +1.6% 302,232 $151.9M
CIBC Asset Management Inc 0.44% Add +17.1% 301,060 $151.3M
D.A. Davidson & Co. 0.96% Add +3.6% 298,973 $150.3M
Police & Firemen's Retirement System of New Jersey 1.20% Add +6.2% 297,428 $149.5M
TD Waterhouse Canada Inc. 0.96% Add +0.4% 297,017 $148.1M
Stonegate Investment Group, LLC 3.43% Reduce -1.3% 293,437 $147.5M
Southeast Asset Advisors, LLC 16.03% Add +0.3% 292,764 $147.2M
Fort Washington Investment Advisors Inc. 0.79% Add +6.9% 288,727 $145.2M
Weitz Investment Management, Inc. 7.83% No change 286,850 $144.2M
DNB Asset Management AS 0.54% Add +4.7% 286,039 $143.8M
Lee Danner & Bass Inc. 10.42% Reduce -0.5% 284,704 $143.1M
Thrivent Financial for Lutherans 0.28% Add +4.6% 280,657 $141.1M
Bradley Foster & Sargent Inc. 2.08% Reduce -1.5% 279,962 $140.7M
Balyasny Asset Management L.P. 0.29% Reduce -4.9% 278,720 $140.1M
Bristol John W & Co. Inc. 2.21% Reduce -1.8% 278,715 $140.1M
AE Wealth Management LLC 0.89% Add +12.6% 278,076 $139.8M
O'shaughnessy Asset Management, LLC 0.82% Add +2.7% 276,927 $139.2M
Nisa Investment Advisors, LLC 0.53% Reduce -3.4% 272,105 $136.8M
Ieq Capital, LLC 0.41% Add +37.4% 269,787 $135.6M
Great Lakes Advisors, LLC 1.13% Reduce -1.9% 268,328 $134.9M
Evercore Wealth Management, LLC 1.98% Reduce -1.2% 268,325 $134.9M
Saratoga Research & Investment Management 7.01% Add +3.8% 268,008 $134.7M
Calamos Advisors LLC 0.79% Reduce -14.9% 267,559 $134.5M
Williams Jones Wealth Management, LLC. 1.53% Add +0.3% 266,607 $134.0M
Quilter Plc 2.29% Reduce -1.4% 264,830 $133.1M
CIBC Capital Markets (Europe) S.A. 23.03% Add +399.0% 262,632 $132.0M
Epoch Investment Partners, Inc. 0.72% Reduce -23.7% 261,875 $131.7M
M&T Bank Corp 0.44% Reduce -10.6% 261,099 $131.3M
Davis R M Inc. 2.28% Add +1.2% 259,323 $130.4M
Evelyn Partners Investment Management LLP 3.70% Add +5.5% 258,926 $130.2M
Factory Mutual Insurance Co. 1.25% No change 254,500 $127.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 1.10% Add +7.7% 253,359 $127.4M
Wallace Capital Management Inc. 15.68% Add +0.3% 251,042 $126.2M
Paralel Advisors LLC 4.92% No change 251,000 $126.2M
IFM Investors Pty Ltd 1.11% Add +0.7% 251,745 $125.9M
Semper Augustus Investments 15.70% Add +1.4% 250,239 $125.8M
State of Alaska, Department of Revenue 1.28% Reduce -3.9% 249,991 $125.7M
Commerce Bank 0.70% Add +1.4% 249,466 $125.4M
New York Life Investment Management LLC 1.10% Reduce -0.2% 248,035 $124.7M
Daiwa Securities Group Inc. 0.42% Add +5.2% 247,862 $124.6M
United Capital Financial Advisors, LLC 0.90% Add +12.1% 247,569 $124.5M
Rwwm, Inc. 8.77% Add +0.1% 244,256 $122.8M
Utah Retirement Systems 1.19% Reduce -0.1% 243,687 $122.5M
Schwerin Boyle Capital Management Inc. 13.38% Reduce -1.8% 243,503 $122.4M
Mirae Asset Global Investments Co., Ltd. 0.38% Add +13.9% 243,420 $122.4M
Woodline Partners LP 0.57% Add +22.2% 242,285 $121.8M
Storebrand Asset Management As 0.32% Add +7.0% 242,039 $121.7M
Steward Partners Investment Advisory, LLC 0.69% Add +32.7% 240,265 $120.8M
Janus Henderson Group PLC 0.05% Add +29.7% 238,850 $120.1M
Keybank National Association 0.42% Add +0.3% 237,501 $119.4M
TCTC Holdings, LLC 3.50% Reduce -0.1% 234,734 $118.0M
Tidal Investments LLC 0.50% Add +122.7% 232,508 $116.9M
Northstar Group, Inc. 17.78% Reduce -0.1% 232,105 $116.7M
Macquarie Group Ltd. 0.14% Reduce -2.1% 231,824 $116.5M
Border to Coast Pensions Partnership Ltd 2.03% No change 231,345 $116.3M
Tiaa Trust, National Association 0.28% Reduce -0.5% 229,351 $115.3M
Yousif Capital Management, LLC 1.23% Reduce -5.2% 228,593 $114.9M
MAI Capital Management 0.72% Add +9.3% 227,920 $114.6M
Wolverine Trading, LLC 2.31% New 229,185 $114.4M
Cheviot Value Management, LLC 12.15% Reduce -1.0% 237,304 $114.2M
Sequoia Financial Advisors, LLC 0.69% Reduce -0.7% 226,492 $113.9M
Vaughan Nelson Investment Management, L.P. 1.03% Reduce -44.5% 226,049 $113.6M
ACR Alpine Capital Research, LLC 1.94% Reduce -0.1% 226,049 $113.6M
Whittier Trust Co. 1.29% Add +1.2% 227,648 $113.5M
Crestwood Advisors Group, LLC 1.93% Reduce -13.4% 225,407 $113.3M
Vanguard Personalized Indexing Management, LLC 1.16% Add +3.3% 225,059 $113.2M
Capula Management Ltd 0.84% New 225,060 $113.1M
Tocqueville Asset Management L.P. 1.64% Reduce -1.5% 223,616 $112.4M
Xponance LLC 0.89% Reduce -5.6% 222,740 $112.0M
JARISLOWSKY, FRASER Ltd 0.61% Reduce -2.7% 221,593 $111.4M
Dixon Mitchell Investment Counsel Inc. 3.93% Add +0.7% 219,622 $110.6M
HM Payson & Co. 1.59% Reduce -1.6% 219,501 $110.4M
Birch Hill Investment Advisors LLC 4.63% Reduce -0.6% 217,830 $109.5M
King Luther Capital Management Corp. 0.45% Add +9.1% 215,149 $108.2M
Hendershot Investments Inc. 13.50% Reduce -0.8% 213,318 $107.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.69% Reduce -3.6% 211,807 $106.5M
Meeder Asset Management Inc. 6.06% Reduce -0.3% 211,559 $106.4M
USS Investment Management Ltd 0.51% No change 210,755 $105.9M
Oregon Public Employees Retirement Fund 1.37% Add +32.2% 209,548 $105.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.91% Reduce -0.2% 212,600 $104.2M
Natixis 0.56% Reduce -33.9% 206,879 $104.0M
NEOS Investment Management LLC 0.76% Add +38.7% 202,117 $101.6M
Wealthfront Advisers LLC 0.24% Add +1.9% 201,861 $101.5M
Mutual Advisors, LLC 2.23% Add +1.9% 206,869 $101.4M
Mutual of America Capital Management LLC 1.06% Reduce -5.4% 200,544 $100.8M
Oppenheimer & Co. Inc. 1.23% Reduce -0.8% 199,999 $100.5M
JRM Investment Counsel, LLC 30.20% Add +0.0% 198,831 $100.0M
Glenmede Investment Management, LP 0.48% Reduce -0.1% 197,706 $99.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.80% Add +3.0% 197,145 $99.1M
Carnegie Investment Counsel 1.86% Reduce -0.5% 195,983 $98.5M
Staley Capital Advisers Inc. 4.03% Add +0.3% 195,379 $98.2M
Bronte Capital Management Pty Ltd. 8.84% Reduce -20.7% 174,728 $98.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.56% Reduce -7.6% 195,126 $98.1M
Assetmark, Inc. 0.21% Add +10.1% 193,996 $97.5M
Pacifica Capital Investments, LLC 26.47% Reduce -0.1% 193,840 $97.5M
Clear Street Group Inc. 0.47% — 192,500 $96.8M
Klingenstein Fields & Co. LP 3.65% Reduce -2.3% 192,378 $96.7M
Equitable Holdings, Inc. 0.71% Add +5.7% 191,370 $96.2M
Iron Gate Global Advisors LLC 9.95% Add +8.7% 190,157 $95.7M
Vident Advisory, LLC 0.93% Add +31.1% 190,075 $95.6M
SP Asset Management LLC 7.58% Add +0.2% 189,901 $95.5M
Alpha Cubed Investments, LLC 3.28% Add +13.6% 187,122 $94.1M
Midwest Trust Co 1.22% Add +2.9% 186,715 $93.9M
Cresset Asset Management, LLC 0.41% Add +3.5% 186,317 $93.7M
Waverly Advisors, LLC 0.93% Reduce -2.2% 184,843 $92.9M
Nearwater Capital Markets, Ltd 1.24% Add +4.4% 184,800 $92.9M
Kestra Private Wealth Services, LLC 1.21% Reduce -0.6% 183,432 $92.2M
Performance Wealth Partners, LLC 2.55% Reduce -1.9% 181,902 $91.4M
Howland Capital Management LLC 3.46% Reduce -0.5% 180,593 $90.8M
&partners 0.58% Add +7.5% 180,218 $90.7M
Davis Asset Management, L.P. 3.22% No change 180,000 $90.5M
Sound Shore Management Inc 2.98% Add +52.7% 179,234 $90.1M
Ingalls & Snyder LLC 2.93% Add +0.2% 177,391 $89.2M
Guyasuta Investment Advisors Inc. 5.11% Reduce -3.1% 176,834 $88.9M
Archon Partners LLC 9.44% No change 176,800 $88.9M
Jacobi Capital Management LLC 5.41% Add +3.2% 176,668 $88.8M
QRG Capital Management, Inc. 1.06% Reduce -35.6% 174,658 $87.8M
Advisors Capital Management, LLC 1.10% Add +3.8% 174,410 $87.7M
Public Employees Retirement Association of Colorado 0.32% Reduce -1.2% 173,640 $87.3M
Walleye Trading LLC 1.39% Add +73.5% 173,560 $87.3M
Capital Fund Management S.A. 0.87% Add +298.1% 173,396 $87.2M
Salem Investment Counselors Inc. 2.49% Reduce -0.4% 172,813 $86.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.08% Reduce -30.4% 172,784 $86.9M
AXA Investment Managers S.A. 0.23% — 172,586 $86.8M
Fairview Capital Investment Management, LLC 4.40% Reduce -2.6% 172,346 $86.6M
Shayne & Jacobs, LLC 26.51% Reduce -0.3% 170,323 $85.6M
Beacon Pointe Advisors, LLC 0.73% Reduce -45.2% 170,170 $85.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.14% Reduce -2.2% 169,834 $85.3M
Manitou Investment Management Ltd. 14.81% Reduce -1.1% 168,895 $84.9M
Nissay Asset Management Corp. /Japan 0.47% Add +0.7% 168,622 $84.8M
Clifford Swan Investment Counsel LLC 2.82% Reduce -1.4% 168,585 $84.8M
HB Wealth Management, LLC 0.57% Add +22.6% 165,884 $83.4M
Miller Investment Management, LP 8.37% Add +0.3% 165,733 $83.3M
Ardent Capital Management, Inc. 35.21% Add +1.0% 165,280 $83.1M
Voloridge Investment Management, LLC 0.28% No change 165,000 $83.0M
S&co Inc. 5.08% Reduce -0.6% 164,964 $82.9M
Mraz, Amerine & Associates, Inc. 12.80% Reduce -0.6% 163,390 $82.1M
Pacer Advisors, Inc. 0.21% Add +7.1% 162,542 $81.7M
Allworth Financial LP 0.36% Add +2.5% 162,259 $81.6M
Pangea Capital Gestao de Recursos Ltda. 70.52% Add +1.3% 162,007 $81.4M
Canoe Financial LP 1.16% Reduce -2.9% 161,339 $81.1M
Segment Wealth Management, LLC 4.84% Add +1.9% 160,735 $80.8M
Summit Financial, LLC 1.23% Reduce -0.6% 160,329 $80.6M
Prospera Financial Services Inc 1.33% Reduce -3.1% 155,503 $78.2M
Edgemoor Investment Advisors, Inc. 6.00% Reduce -0.1% 153,879 $77.4M
Private Management Group Inc. 2.29% Add +1.2% 153,149 $77.0M
Swiss Life Asset Management Ltd 0.40% Reduce -4.9% 152,483 $76.7M
Moneta Group Investment Advisors LLC 0.61% Add +1.4% 152,118 $76.5M
Chicago Partners Investment Group LLC 1.99% Reduce -1.2% 158,107 $76.1M
Man Group plc 0.15% Add +6.5% 149,737 $75.3M
Peapack Gladstone Financial Corp. 0.98% Add +1.6% 149,367 $75.1M
Capital Advisors Inc. 1.25% Add +0.2% 149,212 $75.0M
Motley Fool Asset Management LLC 3.09% Add +32.9% 149,031 $74.9M
Atlantic Union Bankshares Corp 1.40% Add +10.3% 148,255 $74.5M
Zurich Insurance Group Ltd 0.53% Add +0.4% 147,441 $74.1M
Connor, Clark & Lunn Investment Management Ltd. 0.23% Reduce -2.2% 147,404 $74.1M
Hosking Partners LLP 2.66% Add +0.1% 146,170 $73.5M
OP Asset Management Ltd 0.97% Add +2.4% 145,821 $73.3M
Westwood Holdings Group Inc. 0.53% Add +9.6% 145,712 $73.3M
Roundview Capital LLC 4.63% Reduce -2.7% 145,657 $73.2M
Teachers Retirement System of the State of Kentucky 0.55% No change 143,766 $72.3M
St. James Investment Company, LLC 11.30% Reduce -1.4% 143,111 $71.9M
Badgley Phelps Wealth Managers, LLC 1.50% Reduce -0.9% 141,812 $71.3M
Aquamarine Capital (Aquamarine Zurich) 22.27% No change 140,600 $70.7M
Founders Capital Management, LLC 11.11% Reduce -0.6% 140,392 $70.6M
Greenleaf Trust 0.64% Add +3.2% 140,117 $70.4M
CENTRAL TRUST Co 1.47% Reduce -0.3% 139,721 $70.2M
UMB Bank, n.a. 1.03% Reduce -0.2% 138,973 $69.9M
Lanham O'Dell & Company, Inc. 22.24% Reduce -24.9% 138,935 $69.8M
Parthenon LLC 7.70% Reduce -2.9% 138,201 $69.5M
Obermeyer Wealth Partners 3.24% Reduce -32.3% 137,759 $69.3M
Silvercrest Asset Management Group LLC 0.46% Add +15.9% 137,137 $68.9M
Baxter Bros Inc. 7.92% Reduce -1.3% 136,344 $68.5M
Aptus Capital Advisors, LLC 0.62% Add +58.1% 135,865 $68.3M
Cullen/Frost Bankers, Inc. 0.79% Reduce -2.4% 135,794 $68.3M
Lountzis Asset Management, LLC 22.17% Reduce -0.2% 135,098 $67.9M
Northeast Investment Management 2.73% Reduce -1.1% 134,771 $67.8M
Clearstead Advisors, LLC 0.98% Reduce -4.9% 134,133 $67.4M
Mogy Joel R Investment Counsel Inc. 3.68% Add +0.1% 133,634 $67.2M
Mizuho Securities USA LLC 1.36% Add +5.4% 133,557 $67.2M
AEGON ASSET MANAGEMENT UK Plc 0.79% Reduce -8.4% 132,896 $66.8M
Two Sigma Advisers, LP 0.13% Add +1123.6% 129,700 $65.2M
Parsons Capital Management Inc. 3.70% Reduce -2.3% 129,625 $65.2M
Intelligent Financial Strategies 31.51% Reduce -30.4% 128,780 $64.7M
Elgethun Capital Management 11.76% Add +9.1% 130,075 $64.7M
DDD Partners, LLC 4.10% Reduce -7.6% 128,370 $64.5M
SouthState Bank Corp 2.97% Reduce -1.7% 128,355 $64.5M
Fiduciary Trust Co 0.72% Add +1.5% 126,343 $63.5M
Heritage Wealth Advisors 2.76% Add +0.6% 125,644 $63.2M
Independent Advisor Alliance 1.64% Add +3.4% 125,254 $63.0M
Worldquant Millennium Advisors LLC 0.27% Reduce -39.2% 123,630 $62.2M
Shapiro Capital Management LLC 2.69% Reduce -3.5% 123,599 $62.1M
Prime Capital Investment Advisors, LLC 0.78% Add +5.2% 123,476 $62.1M
Jefferies Financial Group Inc. 0.59% Add +377.9% 123,266 $62.0M
Trust Co. of Vermont 2.69% Add +1.1% 123,123 $61.9M
Illinois Municipal Retirement Fund 0.79% Reduce -2.0% 122,935 $61.8M
Marex Group Ltd 0.76% Reduce -40.9% 122,887 $61.8M
Schwarz Dygos Wheeler Investment Advisors LLC 13.07% Add +1.6% 122,656 $61.7M
GoodHaven Capital Management, LLC 20.09% Add +0.1% 122,569 $61.6M
KBC Group NV 0.15% Reduce -51.8% 122,354 $61.5M
Busey Bank 1.70% Add +0.4% 121,276 $61.0M
Thomasville National Bank 3.84% Add +1.7% 121,206 $60.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.46% Add +46.7% 120,733 $60.7M
Welch & Forbes LLC 0.73% Reduce -0.4% 120,658 $60.7M
Glenview Trust Co 0.96% Add +3.3% 120,540 $60.6M
Merit Financial Group, LLC 0.55% Add +6.8% 119,564 $60.1M
Stack Financial Management, Inc 4.97% Reduce -0.6% 119,012 $59.8M
J.W. Cole Advisors, Inc. 1.14% Reduce -2.6% 118,875 $59.8M
Magellan Asset Management Ltd 0.70% Add +44.8% 118,392 $59.5M
Lafayette Investments, Inc. 11.35% Reduce -0.1% 117,876 $59.3M
Synergy Asset Management, LLC 2.14% Add +400.3% 118,137 $59.0M
Sfmg, LLC 4.06% Add +0.5% 116,424 $58.5M
Agf Management Ltd. 0.26% Add +47.2% 116,419 $58.5M
ASR Vermogensbeheer N.V. 0.71% Reduce -0.3% 116,304 $58.5M
South Dakota Investment Council 1.14% Reduce -3.9% 116,256 $58.4M
St Germain D J Co. Inc. 2.33% Add +0.3% 116,007 $58.3M
Kentucky Retirement Systems 1.61% Reduce -1.3% 115,802 $58.2M
Teewinot Capital Advisers, L.L.C. 4.52% Add +1.3% 115,738 $58.2M
Florida Trust Wealth Management Co 1.65% Reduce -0.8% 115,284 $58.0M
Valeo Financial Advisors, LLC 1.32% Reduce -1.0% 115,215 $57.9M
Cook & Bynum Capital Management, LLC 45.94% No change 114,383 $57.5M
UniSuper Management Pty Ltd 0.35% Add +24.1% 114,042 $57.3M
Whittier Trust Co. of Nevada Inc. 1.22% Add +2.5% 114,811 $57.3M
Oppenheimer Asset Management Inc. 0.62% Reduce -0.4% 112,709 $56.7M
Asset Management Advisors, LLC 34.55% Add +0.4% 112,623 $56.6M
Chemistry Wealth Management LLC 10.88% Add +0.3% 112,146 $56.4M
Federated Hermes, Inc. 0.10% Reduce -10.3% 111,934 $56.3M
Avior Wealth Management, LLC 1.81% Reduce -8.6% 111,798 $56.2M
New Capital Management LP 14.67% Reduce -0.7% 111,381 $56.0M
ABN AMRO Bank N.V. 0.55% Add +142.5% 111,986 $55.9M
Am Investment Strategies LLC 12.11% Reduce -11.1% 110,968 $55.8M
Avenir Corp. 5.80% Reduce -2.1% 110,707 $55.7M
Seizert Capital Partners, LLC 2.41% Reduce -1.5% 110,567 $55.6M
Culbertson A N & Co. Inc. 7.86% Add +0.3% 110,451 $55.5M
Trilogy Capital Inc. 2.54% Reduce -4.9% 109,197 $54.9M
Academy Capital Management 7.80% Reduce -1.0% 108,889 $54.7M
Mediolanum International Funds Ltd 0.57% Reduce -3.6% 109,498 $54.7M
Pinnacle Associates Ltd. 0.72% Reduce -1.1% 108,438 $54.5M
First Foundation Advisors 2.01% Reduce -9.8% 108,080 $54.3M
Choreo, LLC 0.71% Add +0.7% 107,883 $54.2M
Wittenberg Investment Management, Inc. 21.60% Reduce -0.8% 107,628 $54.1M
GenTrust, LLC 2.46% Add +0.3% 107,485 $54.0M
Hartford Investment Management Co. 1.63% Reduce -2.9% 107,445 $54.0M
BI Asset Management Fondsmaeglerselskab A/S 0.49% Reduce -33.4% 107,142 $53.9M
Norman Fields, Gottscho Capital Management, LLC 17.12% Reduce -0.6% 106,570 $53.6M
Citadel Investment Advisory, Inc. 24.48% Add +0.6% 106,017 $53.3M
Cohen Klingenstein LLC 1.67% No change 105,934 $53.3M
Panagora Asset Management Inc. 0.21% Reduce -1.5% 104,918 $52.7M
Solitude Financial Services 18.03% Add +3.9% 104,811 $52.7M
Orion Porfolio Solutions, LLC 0.41% Add +0.0% 104,429 $52.5M
JFS Wealth Advisors, LLC 3.07% Reduce -0.8% 104,300 $52.4M
Saybrook Capital 13.64% Add +3.1% 103,810 $52.2M
Destination Wealth Management 1.44% Add +39.0% 103,801 $52.2M
Chilton Investment Co. Inc. 1.06% Reduce -35.8% 103,301 $51.9M
Gotham Asset Management 0.23% Add +5.4% 103,244 $51.9M
Generate Investment Management Ltd 2.63% Add +44.4% 103,172 $51.9M
Integrated Wealth Concepts LLC 0.46% Add +2.7% 102,722 $51.6M
Smith Salley Wealth Management 2.65% Add +1.7% 102,385 $51.5M
Farmers & Merchants Investments Inc. 1.46% Add +2.3% 102,335 $51.4M
Harvey Investment Co. LLC 5.47% Reduce -1.1% 101,924 $51.2M
Polar Capital Holdings Plc 0.25% Reduce -12.9% 101,918 $51.2M
Grandfield & Dodd, LLC 2.89% Reduce -1.8% 101,470 $51.0M
Confluence Investment Management LLC 0.72% Reduce -1.1% 100,876 $50.7M
Portland Investment Counsel Inc. 13.87% No change 100,783 $50.7M
Spinnaker Trust 2.76% Add +25.5% 99,118 $49.8M
Tweedy, Browne Co LLC 4.33% Reduce -2.4% 99,113 $49.8M
Ironvine Capital Partners, LLC 4.95% Reduce -1.4% 98,942 $49.7M
Lazard Asset Management LLC 0.07% Add +13.1% 98,855 $49.7M
Smith Chas P & Associates Pa Cpas 4.30% Reduce -42.4% 98,686 $49.6M
Horizon Investments, LLC 0.65% Reduce -17.3% 97,850 $49.2M
BNP Paribas 1.48% Add +18.6% 97,538 $49.0M
Modera Wealth Management, LLC 0.57% Reduce -0.8% 97,112 $48.8M
One Charles Private Wealth Services, LLC 12.81% Add +1.1% 97,036 $48.8M
Nomura Holdings Inc. 0.25% New 96,817 $48.7M
Ancora Advisors LLC 0.97% Reduce -0.7% 96,755 $48.6M
Foundation Resource Management Inc. 6.98% Add +0.0% 96,594 $48.6M
Louisiana State Employees Retirement System 0.81% Reduce -0.6% 96,200 $48.4M
Private Wealth Partners, LLC 3.45% Add +12.2% 96,088 $48.3M
Templeton & Phillips Capital Management, LLC 34.72% No change 96,005 $48.3M
Cullen Investment Group, LTD. 6.38% Reduce -0.7% 96,718 $48.2M
Claret Asset Management Corp 5.79% Add +0.4% 95,893 $48.2M
Exencial Wealth Advisors, LLC 1.54% Reduce -1.1% 94,193 $47.4M
First Nebraska Trust Co 4.28% Add +0.0% 94,114 $47.3M
Burgundy Asset Management Ltd. 0.44% Reduce -4.1% 93,695 $47.1M
Cobblestone Capital Advisors LLC 2.26% Add +0.4% 93,729 $47.1M
Beck Mack & Oliver LLC 0.86% Reduce -1.1% 93,614 $47.1M
Lincoln Capital LLC 8.80% Reduce -1.8% 94,151 $47.0M
Norris Perne & French LLP 3.26% Add +0.5% 93,371 $46.9M
Daiichi Life Insurance Co., Ltd. 1.18% Add +9.1% 93,341 $46.9M
Matthew Goff Investment Advisor, LLC 8.01% Reduce -0.5% 93,258 $46.9M
Adams Diversified Equity Fund, Inc. 1.58% Reduce -2.5% 93,043 $46.8M
MassMutual Private Wealth & Trust, FSB 1.19% Reduce -0.0% 92,743 $46.6M
Curi Capital, LLC 0.86% Add +1.8% 92,632 $46.6M
Allen Capital Group, LLC 4.43% Reduce -1.8% 92,315 $46.4M
Norinchukin Bank, The 0.62% Reduce -2.1% 92,237 $46.4M
Maryland State Retirement & Pension System 0.97% Add +2.6% 91,776 $46.1M
Johnson Investment Counsel Inc. 0.38% Add +1.1% 91,368 $45.9M
Allen Investment Management, LLC 0.51% Reduce -17.4% 91,284 $45.9M
Philadelphia Trust Co. 3.20% Reduce -3.3% 90,564 $45.5M
Western Wealth Management, LLC 2.40% Reduce -2.9% 90,368 $45.4M
WS Management LLLP 6.94% Add +66.3% 89,905 $45.2M
Modern Wealth Management, LLC 0.89% New 89,757 $45.1M
Associated Banc-Corp 1.19% Reduce -0.2% 89,567 $45.0M
Regions Financial Corp. 0.29% Add +1.0% 89,561 $45.0M
Empowered Funds, LLC 0.45% Add +33.6% 89,554 $45.0M
Freestone Capital Holdings, LLC 1.37% Add +9.1% 89,098 $44.8M
Cornerstone Advisors, LLC 1.47% No change 88,800 $44.6M
Fulton Breakefield Broenniman LLC 2.88% Reduce -0.0% 88,675 $44.6M
Moody LYNN Lieberson & Walker, LLC 2.40% Reduce -16.1% 88,658 $44.6M
Apollon Wealth Management, LLC 0.79% Add +1.4% 88,587 $44.5M
Securian Asset Management, Inc. 1.18% Reduce -7.6% 88,559 $44.5M
Greenbrier Partners Capital Management, LLC 3.00% Reduce -0.9% 87,964 $44.2M
Baskin Financial Services Inc. 3.25% Add +1.2% 87,865 $44.2M
Segall Bryant & Hamill, LLC 0.59% Reduce -6.1% 87,589 $44.0M
Transcend Capital Advisors, LLC 3.08% Add +9.3% 86,599 $43.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.11% Reduce -2.6% 85,905 $43.2M
Woodbridge Co Ltd 0.09% No change 85,000 $42.7M
Martingale Asset Management L P 1.07% Reduce -14.6% 84,830 $42.6M
Vontobel Holding Ltd. 0.13% Reduce -36.1% 84,818 $42.6M
TrinityBridge Ltd 0.95% Reduce -32.7% 84,611 $42.5M
Lazard Freres Gestion S.A.S. 0.80% Add +1.0% 83,847 $42.2M
Citizens Financial Group Inc. 0.58% Add +18.1% 83,783 $42.1M
Weiss Asset Management LP 0.75% New 83,748 $42.1M
GAMCO Investors 0.41% Reduce -2.6% 83,663 $42.1M
Bokf, NA 0.63% Reduce -8.8% 83,541 $42.0M
American Financial Advisors, LLC 5.40% Reduce -1.8% 83,429 $41.9M
Stratos Wealth Partners, LTD. 0.50% Add +6.4% 83,194 $41.8M
Red Door Wealth Management, LLC 4.44% Add +1.3% 83,108 $41.8M
Arax Advisory Partners 0.60% Add +688.2% 78,421 $41.7M
Gradient Investments LLC 0.70% Add +7.3% 82,881 $41.7M
New Mexico Educational Retirement Board 1.29% Reduce -3.3% 82,857 $41.7M
Voleon Capital Management LP 1.01% Add +159.4% 82,578 $41.5M
Banco Santander, S.A. 0.37% Add +8.9% 82,510 $41.5M
LGT Group Foundation 0.47% Reduce -16.9% 83,176 $41.4M
Lee Financial Co 5.21% Reduce -2.3% 82,423 $41.4M
Cary Street Partners Financial LLC 1.07% Reduce -1.3% 82,242 $41.3M
Prana Capital Management, LP 1.38% New 82,030 $41.2M
Wharton Business Group, LLC 1.80% Reduce -0.0% 81,997 $41.2M
Union Bancaire Privee, UBP SA 0.58% Reduce -3.7% 81,971 $40.7M
Locust Wood Capital Advisers, LLC 1.11% Add +20.9% 80,660 $40.6M
Ervin Investment Management, LLC 23.17% Reduce -0.5% 80,511 $40.5M
True North Advisors, LLC 6.39% Reduce -0.5% 80,072 $40.3M
Composition Wealth, LLC 0.60% Add +1.8% 79,588 $40.0M
Texas Yale Capital Corp. 1.26% Reduce -2.0% 79,582 $40.0M
Concurrent Investment Advisors, LLC 0.69% Reduce -4.6% 79,513 $40.0M
CapWealth Advisors, LLC 3.58% Reduce -5.0% 79,011 $39.7M
NWF Advisory Services Inc. 4.34% Reduce -1.8% 78,644 $39.5M
Painted Porch Advisors LLC 15.03% Add +2.5% 78,438 $39.4M
Mill Capital Management, LLC 2.91% Add +2.1% 78,077 $39.3M
PYA Waltman Capital, LLC 10.50% Add +5.3% 77,939 $39.2M
LGT Fund Management Co Ltd. 3.17% Reduce -0.1% 78,538 $39.1M
Boston Trust Walden Corp 0.29% Reduce -1.7% 77,687 $39.1M
Braun Stacey Associates Inc. 1.28% Reduce -1.7% 77,610 $39.0M
Baltimore-Washington Financial Advisors, Inc. 1.67% Add +9.6% 77,390 $38.9M
Cadinha & Co. LLC 5.28% Reduce -1.2% 77,297 $38.9M
CWA Asset Management Group, LLC 1.44% Add +2.3% 77,192 $38.8M
Parallel Advisors, LLC 0.71% Reduce -1.9% 76,879 $38.7M
Crossmark Global Holdings, Inc. 0.58% Add +8.2% 76,688 $38.6M
Washington Trust Advisors, Inc. 2.92% Reduce -1.9% 76,400 $38.4M
Eubel Brady & Suttman Asset Management Inc. 4.76% Add +1.4% 76,164 $38.3M
Alta Capital Management LLC/ 2.13% Add +39.9% 76,141 $38.3M
Lawson Kroeker Investment Management Inc. 6.94% Add +2.4% 75,506 $38.0M
Summit Trail Advisors, LLC 0.52% Add +4.7% 75,419 $37.9M
Reik & Co., LLC 9.74% Reduce -1.1% 75,405 $37.9M
Clarity Financial LLC 3.76% Add +11.0% 75,389 $37.9M
OMERS ADMINISTRATION Corp 0.27% Add +0.8% 75,213 $37.8M
MUFG Securities EMEA plc 0.95% Add +1070.0% 75,099 $37.8M
Elo Mutual Pension Insurance Co 0.62% Add +2.9% 75,008 $37.7M
Graves Light Lenhart Wealth, Inc. 4.18% Add +0.6% 74,849 $37.6M
Coldstream Capital Management Inc. 0.50% Add +10.6% 74,437 $37.4M
Investment Management Corp of Ontario 0.56% Add +61.3% 73,947 $37.2M
D'Orazio & Associates, Inc. 4.91% Reduce -3.8% 73,919 $37.2M
Kanawha Capital Management LLC 2.56% Reduce -1.1% 73,664 $37.0M
Farther Finance Advisors, LLC 0.56% Add +8.9% 73,578 $37.0M
YHB Investment Advisors, Inc. 2.70% Reduce -3.6% 73,561 $37.0M
Metis Global Partners, LLC 0.87% Reduce -6.6% 73,516 $37.0M
Geneos Wealth Management Inc. 0.94% Reduce -2.1% 73,325 $36.9M
Arkfeld Wealth Strategies, L.L.C. 13.44% Add +4.3% 73,866 $36.8M
Avalon Trust Co 2.37% Add +0.2% 72,708 $36.6M
Signaturefd, LLC 0.57% Add +1.6% 71,998 $36.2M
Hutchinson Capital Management 6.25% Reduce -0.6% 71,831 $36.1M
WealthPLAN Partners, LLC 5.40% Add +0.0% 71,664 $36.0M
White Pine Investment CO 8.47% Reduce -1.1% 71,007 $35.7M
United Community Bank 11.05% Reduce -0.5% 70,971 $35.7M
Baker Ellis Asset Management LLC 4.38% Add +2.0% 70,795 $35.6M
Steadfast Capital Management LP 0.64% Reduce -5.6% 70,700 $35.5M
Park Avenue Securities LLC 0.28% Add +3.2% 70,437 $35.4M
Choate Investment Advisors 0.73% Add +5.2% 70,332 $35.4M
Insigneo Advisory Services, LLC 2.49% Add +7.1% 70,323 $35.4M
Stephens Inc. 0.45% Add +6.3% 69,858 $35.2M
Whitegate Investment Counselors, Inc. 11.55% Reduce -2.3% 69,802 $35.1M
Security National Bank 5.37% Add +4.9% 69,736 $35.1M
Jump Financial, LLC 0.47% Reduce -0.6% 69,731 $35.1M
Arthur M. Cohen & Associates, LLC 5.87% Reduce -2.4% 69,430 $34.9M
1832 Asset Management L.P. 0.06% Reduce -24.2% 69,367 $34.9M
Meridian Wealth Management, LLC 1.34% Reduce -5.3% 69,366 $34.9M
Strata Wealth Advisors, LLC 9.20% Reduce -2.9% 69,298 $34.8M
Steginsky Capital LLC 6.39% Add +8.7% 69,266 $34.8M
Gulf International Bank (UK) Ltd 1.13% Add +0.1% 68,504 $34.4M
ProVise Management Group, LLC 2.53% Add +4.6% 68,171 $34.3M
Nichols & Pratt Advisers LLP 2.15% Add +0.9% 67,680 $34.0M
Rwa Wealth Partners, LLC 0.39% Add +14.8% 67,556 $34.0M
B. Metzler seel. Sohn & Co. AG 0.30% Reduce -6.6% 67,373 $33.9M
Rbo & Co. LLC 5.29% Reduce -1.0% 67,219 $33.8M
Schaper Benz & Wise Investment Counsel Inc. 2.50% Add +0.7% 66,801 $33.6M
Edmond DE Rothschild Holding S.A. 0.52% Reduce -3.6% 66,778 $33.6M
Bryn Mawr Trust Advisors, LLC 1.66% Add +0.9% 66,635 $33.5M
Allianz SE 0.71% Add +4.8% 66,568 $33.5M
Harbor Investment Advisory, LLC 2.77% Add +1.7% 236,694 $33.4M
Live Oak Private Wealth LLC 4.64% Add +0.1% 66,284 $33.3M
Diversified Trust Co. 0.66% Add +9.6% 65,896 $33.1M
Front Street Capital Management, Inc. 5.11% Reduce -7.4% 65,997 $33.1M
American National Bank & Trust 3.26% Reduce -2.3% 65,757 $33.1M
Becker Capital Management Inc. 0.96% Add +0.7% 65,157 $32.8M
Focus Financial Network, Inc. 1.16% Add +5.3% 64,975 $32.7M
Prospector Partners LLC 3.97% No change 64,810 $32.6M
Fisher Funds Management LTD 0.86% No change 64,785 $32.6M
Caprock Group, LLC 0.80% — 64,697 $32.5M
Mar Vista Investment Partners LLC 2.82% Reduce -16.0% 64,647 $32.5M
OneDigital Investment Advisors LLC 0.33% Add +11.4% 64,459 $32.4M
Rothschild Investment LLC 1.82% Add +0.5% 64,243 $32.3M
Dakota Wealth Management 0.65% Reduce -28.5% 64,043 $32.2M
Ferguson Wellman Capital Management, Inc. 0.52% Add +0.2% 63,979 $32.2M
Shelton Capital Management 0.69% Add +20.3% 63,859 $32.1M
Greenline Partners, LLC 3.90% Add +13.0% 63,761 $32.1M
Advisory Services Network, LLC 0.47% Reduce -1.8% 63,534 $31.9M
Wealthspire Advisors, LLC 0.17% Reduce -0.6% 63,392 $31.9M
Compound Planning, Inc. 1.03% Add +32.2% 63,319 $31.8M
Country Club Bank 1.88% Reduce -1.8% 63,626 $31.8M
NFJ Investment Group, LLC 1.09% Reduce -13.5% 63,175 $31.8M
W1M Investment Management Ltd 0.41% Reduce -4.1% 63,013 $31.7M
Beese Fulmer Investment Management, Inc. 2.17% Add +6.4% 62,603 $31.5M
FJ Investments, LLC 2.02% No change 62,288 $31.3M
Sapient Capital LLC 0.48% Reduce -5.6% 62,309 $31.1M
Pecaut & Co. 9.97% Reduce -0.6% 61,653 $31.0M
Trajan Wealth LLC 1.33% Add +19.5% 61,493 $30.9M
Aspiriant, LLC 0.94% Reduce -2.2% 61,401 $30.9M
HighPoint Advisor Group LLC 1.47% Add +0.6% 61,342 $30.8M
Capital Investment Advisors, LLC 0.51% Add +1.6% 61,285 $30.8M
Greenwood Gearhart LLC 1.77% Add +1.3% 61,212 $30.8M
WealthPlan Investment Management, LLC 2.02% Add +3.3% 60,563 $30.4M
BLB&B Advisors, LLC 1.31% Add +7.8% 60,304 $30.3M
LMCG Investments, LLC 1.78% Reduce -1.3% 60,231 $30.3M
GC Wealth Management RIA, LLC 1.00% Add +181.4% 60,177 $30.3M
Carret Asset Management, LLC 2.94% Add +0.9% 60,141 $30.2M
Bleakley Financial Group, LLC 0.70% Add +1.0% 59,954 $30.1M
Hamilton Capital Partners Inc. 1.24% Add +14.8% 59,760 $30.0M
Ostrum Asset Management 1.35% Reduce -34.2% 59,683 $30.0M
Perigon Wealth Management, LLC 0.61% Add +5.7% 59,565 $29.9M
Valmark Advisers, Inc. 0.39% Add +0.9% 59,199 $29.8M
Townsend & Associates, Inc 2.82% Add +4.2% 60,293 $29.7M
Boston Family Office LLC 1.89% Reduce -0.1% 58,964 $29.6M
Callahan Advisors, LLC 2.52% Add +0.9% 58,900 $29.6M
Poehling Capital Management, INC. 6.22% Add +0.7% 58,833 $29.6M
Zuckerman Investment Group, LLC 2.75% Reduce -1.6% 58,831 $29.6M
Sowell Financial Services LLC 1.13% Add +3.9% 58,523 $29.4M
Northwestern Mutual Investment Management Company, LLC 0.42% Reduce -0.1% 58,445 $29.4M
Savant Capital, LLC 0.18% Add +7.7% 58,443 $29.4M
Clear Harbor Asset Management, LLC 2.07% Reduce -0.2% 58,416 $29.4M
Shufro Rose & Co. LLC 2.41% Reduce -7.6% 53,061 $29.2M
Nicolet Advisory Services, LLC 2.27% Add +0.4% 58,046 $29.2M
Beaumont Financial Advisors, LLC 1.95% Reduce -1.1% 57,983 $29.2M
WoodTrust Financial Corp 3.46% Reduce -24.4% 57,836 $29.1M
Violich Capital Management, Inc. 3.46% Add +6.1% 57,761 $29.0M
Groupama Asset Managment 0.43% Add +14.2% 57,621 $29.0M
Foster Dykema Cabot & Partners, LLC 1.90% Add +0.2% 57,487 $28.9M
Gabelli Funds LLC 0.20% Reduce -4.5% 57,411 $28.9M
Truvestments Capital LLC 5.20% Reduce -1.2% 57,191 $28.8M
Westchester Capital Management, Inc. 6.17% Reduce -0.7% 57,106 $28.7M
Purkiss Capital Advisors LLC 13.72% Reduce -0.8% 57,044 $28.7M
Mawer Investment Management Ltd. 0.15% Reduce -1.1% 56,983 $28.6M
DE Burlo Group Inc. 3.44% Add +0.4% 56,821 $28.6M
HRT Financial LP 0.10% Reduce -56.4% 56,766 $28.5M
Sittner & Nelson, LLC 10.37% Reduce -0.9% 56,726 $28.5M
Chicago Capital, LLC 0.70% Add +0.7% 56,503 $28.4M
First National Trust Co 0.97% Reduce -4.0% 56,484 $28.4M
Fiduciary Alliance LLC 1.89% Reduce -0.9% 56,082 $28.2M
Unconventional Investor, LLC 14.14% Add +0.8% 56,080 $28.2M
NorthRock Partners, LLC 0.51% Add +12.6% 55,640 $28.0M
Cabot Wealth Management Inc. 3.10% Reduce -1.1% 55,538 $27.9M
Vinva Investment Management Ltd 0.54% Reduce -1.9% 55,708 $27.8M
First Citizens Bank & Trust Co. 0.60% Reduce -3.1% 55,126 $27.7M
GHP Investment Advisors, Inc. 1.16% Add +0.6% 54,957 $27.6M
Constant Guidance Financial LLC 22.04% Reduce -19.1% 54,906 $27.6M
Nations Financial Group Inc, /Ia/ 1.71% Reduce -28.4% 54,729 $27.5M
Generali Asset Management SPA SGR 0.59% Add +0.2% 54,626 $27.5M
Wilmington Savings Fund Society, FSB 0.66% Reduce -29.9% 54,193 $27.2M
Fiduciary Group, LLC 2.39% Reduce -0.6% 54,169 $27.2M
Elkhorn Partners Limited Partnership 18.47% Reduce -0.3% 54,125 $27.2M
Hendley & Co. Inc. 8.90% Reduce -1.3% 53,437 $26.9M
Progeny 3, Inc. 1.38% No change 53,239 $26.8M
Cornerstone Advisory, LLC 2.62% Add +19.7% 53,106 $26.7M
Capstone Investment Advisors, LLC 0.28% Add +177.2% 53,043 $26.7M
Meitav Investment House Ltd. 0.35% Add +0.1% 53,060 $26.7M
Sigma Planning Corp 0.76% Add +0.5% 52,872 $26.6M
Hunter Perkins Capital Management, LLC 5.87% Reduce -0.5% 52,516 $26.4M
Quadrant Capital Group LLC 0.86% Add +14.8% 52,454 $26.4M
Thompson Siegel & Walmsley LLC 0.43% Reduce -0.9% 52,436 $26.4M
Roberts Glore & Co. Inc. 7.21% Reduce -0.3% 52,428 $26.4M
Vantage Investment Partners, LLC 1.80% Add +3.1% 52,420 $26.4M
Knights of Columbus Asset Advisors LLC 1.51% Reduce -2.7% 52,411 $26.3M
Riverview Capital Advisers, LLC 7.57% Reduce -0.6% 52,038 $26.2M
Daymark Wealth Partners, LLC 0.89% Add +6.3% 51,940 $26.1M
Focus Partners Advisor Solutions, LLC 0.30% Add +12.8% 52,147 $26.1M
Empirical Finance, LLC 1.24% Add +1.2% 51,831 $26.1M
Menlo Advisors LLC 12.36% Reduce -1.8% 51,772 $26.0M
Henshaw Capital LLC 0.97% No change 51,650 $26.0M
Georgetown University 8.65% No change 51,454 $25.9M
Snowden Capital Advisors LLC 0.71% Add +3.0% 51,341 $25.8M
Well Done, LLC 4.37% Add +6.1% 51,096 $25.7M
RMR Capital Management, LLC 17.89% Reduce -0.9% 50,944 $25.6M
WP Advisors, LLC 6.51% Reduce -0.4% 50,920 $25.6M
Stephenson & Company, Inc. 14.70% Add +0.9% 50,898 $25.6M
Eagle Capital Management LLC 0.08% Add +0.1% 50,873 $25.6M
J. L. Bainbridge & Co., Inc. 2.16% Add +3.0% 50,823 $25.6M
Leith Wheeler Investment Counsel Ltd. 1.73% Add +3637.4% 50,791 $25.5M
Novare Capital Management LLC 1.94% Reduce -4.1% 50,756 $25.5M
Pallas Capital Advisors LLC 0.94% Add +1.4% 50,727 $25.5M
Pioneer Trust Bank N A 5.97% Add +1.3% 50,713 $25.5M
Robertson Stephens Wealth Management, LLC 0.77% Reduce -12.7% 50,705 $25.5M
Wedbush Securities Inc. 0.83% Reduce -7.0% 50,633 $25.5M
Intech Investment Management LLC 0.23% Add +10.7% 50,483 $25.4M
Arkadios Wealth Advisors 0.62% Add +2.7% 50,332 $25.3M
Mirador Capital Partners LP 3.56% Reduce -1.4% 49,943 $25.1M
Skandinaviska Enskilda Banken AB (publ) 0.10% Add +15.1% 49,772 $25.0M
Massachusetts Financial Services Co. 0.01% Reduce -3.5% 49,674 $25.0M
Accredited Investors Inc. 1.39% Reduce -3.5% 49,666 $25.0M
Synovus Financial Corp. 0.29% Add +3.7% 49,645 $25.0M
IFP Advisors, Inc 0.65% Add +0.9% 49,517 $24.9M
Allstate Corp. 0.57% Add +1702.6% 49,481 $24.9M
Mufg Securities Americas Inc. 1.61% Add +21.7% 49,449 $24.9M
Franklin Street Advisors Inc. 1.43% Reduce -0.5% 49,356 $24.8M
Ycg, LLC 1.86% Reduce -0.4% 49,325 $24.8M
Sierra Capital LLC 2.72% Reduce -1.5% 49,302 $24.8M
Argent Trust Co 0.88% Reduce -1.9% 49,189 $24.7M
Sculati Wealth Management, LLC 8.73% Reduce -0.2% 49,185 $24.7M
Ridgewood Investments LLC 10.42% Add +0.6% 49,147 $24.7M
Kathleen S. Wright Associates Inc. 9.13% Reduce -2.6% 48,969 $24.6M
Cim, LLC 3.22% Reduce -0.3% 48,925 $24.6M
Kentucky Retirement Systems Insurance Trust Fund 1.61% Reduce -2.5% 48,539 $24.4M
World Investment Advisors 0.50% Add +1.5% 48,494 $24.4M
Ramsay, Stattman, Vela & Price, Inc. 4.37% Reduce -0.5% 48,484 $24.4M
Fairholme Capital Management 1.97% Reduce -0.3% 48,437 $24.4M
Anchor Capital Advisors LLC 0.70% Reduce -1.6% 48,425 $24.3M
Suncoast Equity Management 2.42% Add +0.4% 48,291 $24.3M
AG2R La Mondiale Gestion D'actifs 1.24% No change 49,784 $24.2M
QVT Financial LP 2.76% No change 47,946 $24.1M
Envestnet Portfolio Solutions, Inc. 0.09% Reduce -24.0% 47,821 $24.0M
Callan Family Office, LLC 0.76% Reduce -4.8% 47,428 $23.8M
Global Retirement Partners, LLC 0.53% Reduce -5.0% 47,386 $23.8M
CenterBook Partners LP 1.18% Reduce -33.4% 47,345 $23.8M
Banque Pictet & Cie SA 0.24% Reduce -39.9% 47,186 $23.7M
Evelyn Partners Investment Management Services Ltd 3.17% Add +6.9% 47,011 $23.6M
Satovsky Asset Management LLC 4.71% Add +0.2% 46,982 $23.6M
Neville Rodie & Shaw Inc. 1.71% Reduce -1.7% 46,907 $23.6M
Beacon Financial Group 2.32% Reduce -0.7% 46,821 $23.5M
Park National Corp. 0.74% Reduce -1.1% 46,785 $23.5M
Principal Securities, Inc. 0.39% Add +4.1% 46,708 $23.5M
Borer Denton & Associates, Inc. 7.75% Add +0.8% 46,697 $23.5M
Brighton Jones LLC 0.56% Add +1.9% 46,521 $23.4M
IMC-Chicago, LLC 0.41% Add +178.6% 46,514 $23.4M
Account Management LLC 24.84% Reduce -0.9% 46,359 $23.3M
Ballentine Partners, LLC 0.32% Reduce -0.3% 46,266 $23.3M
Ethic Inc. 0.38% Add +12.4% 46,182 $23.2M
Larson Financial Group LLC 0.82% Add +12.6% 46,180 $23.2M
Atria Investments, Inc 0.26% Reduce -14.8% 46,108 $23.2M
Solidarity Wealth, LLC 4.98% Add +1.7% 46,033 $23.1M
RiverFront Investment Group, LLC 0.41% Add +29.1% 45,890 $23.1M
Stock Yards Bank & Trust Co. 0.72% Reduce -15.6% 45,760 $23.0M
Integrity Alliance, Llc. 1.08% Add +6.5% 45,697 $23.0M
W.G. Shaheen & Associates DBA Whitney & Co 2.08% Reduce -0.1% 45,671 $23.0M
Professional Advisory Services Inc. 2.72% Reduce -17.9% 45,595 $22.9M
Bridgeway Capital Management, LLC 0.49% Add +8.1% 45,511 $22.9M
Nwam LLC 1.24% Reduce -12.6% 45,977 $22.8M
Wills Financial Group LLC 9.36% Reduce -1.3% 45,377 $22.8M
Tennessee Valley Asset Management Partners 3.08% Reduce -1.0% 45,094 $22.7M
Adamsbrown Wealth Consultants LLC 6.24% Add +24.7% 45,065 $22.7M
Presidio Capital Management, LLC 7.94% Add +8.3% 44,997 $22.6M
Harbour Trust & Investment Management Co 2.33% Reduce -0.1% 44,919 $22.6M
Ritholtz Wealth Management 0.44% Add +0.2% 44,850 $22.5M
one8zero8, LLC 4.85% Add +2.5% 44,704 $22.5M
RB Capital Management, LLC 4.88% Add +0.2% 44,681 $22.5M
Bahl & Gaynor LLC 0.11% Reduce -5.0% 44,668 $22.5M
Tokio Marine Asset Management Co. Ltd. 0.80% Add +4.6% 44,602 $22.4M
White Knight Strategic Wealth Advisors, LLC 17.63% Add +0.7% 44,528 $22.4M
Burney Co./ 0.71% Reduce -17.4% 44,387 $22.3M
Absher Wealth Management, LLC 2.67% Add +0.6% 44,369 $22.3M
Evergreen Capital Management LLC 0.53% Add +6.2% 44,268 $22.3M
Hollow Brook Wealth Management LLC 5.25% Add +5.7% 44,127 $22.2M
Thoroughbred Financial Services, LLC 1.37% Add +0.0% 44,087 $22.2M
WCG Wealth Advisors LLC 1.39% Reduce -3.7% 44,056 $22.1M
Banyan Capital Management, Inc. 10.00% Add +1.1% 43,798 $22.0M
Rehmann Capital Advisory Group 1.20% Add +0.6% 43,438 $21.8M
AlTi Global, Inc. 0.51% Reduce -1.6% 43,421 $21.8M
Avity Investment Management Inc. 1.53% Reduce -4.4% 43,403 $21.8M
Los Angeles Capital Management LLC 0.07% Reduce -68.1% 43,322 $21.8M
NewEdge Wealth, LLC 0.31% Add +2.8% 44,383 $21.7M
Benjamin Edwards Inc. 0.24% Add +55.5% 43,116 $21.7M
Kingsview Wealth Management, LLC 0.33% Add +0.4% 43,049 $21.6M
Hudson Value Partners, LLC 6.79% Reduce -0.6% 43,015 $21.6M
Exchange Traded Concepts, LLC 0.21% Add +21.8% 42,812 $21.5M
Ashton Thomas Private Wealth, LLC 0.56% Add +52.4% 42,668 $21.5M
Fiducient Advisors LLC 2.51% Add +2.4% 42,666 $21.4M
PFG Advisors 0.88% Add +5.8% 42,651 $21.4M
Hantz Financial Services, Inc. 0.32% Add +135.9% 42,450 $21.3M
Financial Security Advisor, Inc. 4.52% Reduce -1.5% 42,240 $21.2M
Community Trust & Investment Co. 1.14% Reduce -0.7% 42,203 $21.2M
Hutner Capital Management Inc. 8.97% Add +2.2% 42,201 $21.2M
Ally Financial Inc. 2.61% Add +320.0% 42,000 $21.1M
Titleist Asset Management, LLC 1.86% Add +56.7% 41,984 $21.1M
Unison Asset Management LLC 9.86% No change 41,978 $21.1M
Burns J W & Co. Inc. 2.39% Reduce -0.0% 41,946 $21.1M
Aldebaran Capital, LLC 19.35% Reduce -0.6% 41,901 $21.1M
Stratos Investment Management, LLC 0.87% Add +3.5% 41,893 $21.1M
U.S. Capital Wealth Advisors, LLC 0.57% Reduce -1.8% 41,870 $21.0M
Asset Planning Corporation 9.98% Add +1.8% 41,838 $21.0M
Buckley Wealth Management, LLC 5.75% Add +6.2% 41,767 $21.0M
Carter Financial Group, INC. 12.65% New 41,671 $20.9M
Bard Financial Services, Inc. 2.30% Reduce -2.0% 41,640 $20.9M
Keystone Financial Group 1.60% Add +4.5% 41,554 $20.9M
Trinity Financial Advisors LLC 6.03% Reduce -0.9% 41,553 $20.9M
Weik Capital Management 7.76% Reduce -1.3% 41,369 $20.8M
Coleford Investment Management Ltd. 4.99% Reduce -0.3% 41,322 $20.8M
TLW Wealth Management, LLC 11.86% Reduce -3.6% 41,238 $20.7M
Heirloom Wealth Management 4.98% Add +6.9% 40,965 $20.6M
DJE Kapital AG 0.50% No change 42,274 $20.6M
Edge Wealth Management LLC 3.63% Add +0.2% 40,770 $20.5M
First National Bank of Omaha 1.29% Reduce -2.9% 40,647 $20.4M
Kavar Capital Partners Group, LLC 2.71% Add +0.3% 42,288 $20.3M
Livforsakringsbolaget Skandia, Omsesidigt 0.80% Reduce -15.6% 40,454 $20.3M
VestGen Advisors, LLC 0.68% Add +9.2% 40,405 $20.3M
Horizon Kinetics Asset Management LLC 0.25% Reduce -5.1% 40,349 $20.3M
Haverford Trust Co 0.18% Reduce -13.6% 40,143 $20.2M
Wedmont Private Capital 0.75% Add +5.2% 40,159 $20.2M
Van Hulzen Asset Management, LLC 1.50% Add +63.7% 40,111 $20.2M
Albion Financial Group 1.22% Add +3.0% 40,053 $20.1M
N.E.W. Advisory Services LLC 1.80% Reduce -1.1% 40,045 $20.1M
Vise Technologies, Inc. 0.75% Reduce -6.4% 40,044 $20.1M
Beacon Financial Planning, Inc. 10.42% Reduce -2.9% 40,042 $20.1M
Pinnacle Financial Partners Inc 0.48% Reduce -25.1% 39,787 $20.0M
Cypress Capital Group 2.39% Add +0.6% 39,782 $20.0M
Pinnacle Wealth Management Advisory Group, LLC 1.50% Reduce -1.5% 39,737 $20.0M
Kiley Juergens Wealth Management, LLC 4.41% Reduce -0.9% 39,718 $20.0M
Sprucegrove Investment Management Ltd. 1.60% Reduce -11.2% 39,601 $19.9M
Ameritas Advisory Services, LLC 1.29% Add +101.0% 39,343 $19.8M
Venture Visionary Partners LLC 0.68% Add +3.7% 39,279 $19.7M
Pekin Hardy Strauss, Inc. 1.98% Reduce -4.4% 39,088 $19.7M
Koa Wealth Management, LLC 14.52% Reduce -0.2% 38,941 $19.6M
Prosperity Consulting Group, LLC 0.96% Add +2.3% 38,885 $19.5M
Dynamic Advisor Solutions LLC 0.56% Reduce -4.8% 38,675 $19.4M
Phoenix Financial Ltd. 0.24% Add +13.1% 40,092 $19.4M
Fifth Third Wealth Advisors LLC 0.72% Add +2.7% 38,603 $19.4M
Barlow Wealth Partners, LLC 2.15% Add +433.7% 39,336 $19.3M
Muhlenkamp & Co. Inc. 5.24% Add +0.1% 38,380 $19.3M
Rice Partnership, LLC 2.73% Reduce -2.0% 38,303 $19.3M
Private Wealth Asset Management, LLC 2.27% Reduce -31.4% 38,230 $19.2M
IHT Wealth Management, LLC 0.49% Reduce -6.1% 38,188 $19.2M
Independent Financial Group, LLC 0.46% Reduce -0.3% 37,955 $19.1M
Summit Asset Management, LLC 2.92% Reduce -1.6% 37,838 $19.0M
NBT Bank, N.A. 1.24% Reduce -2.0% 35,781 $19.0M
Ascent Group, LLC 0.67% Add +36.7% 37,783 $19.0M
Anchor Investment Management, LLC 1.57% Add +1.5% 37,721 $19.0M
Stolper Co 5.75% Reduce -1.4% 37,719 $19.0M
XML Financial, LLC 1.54% Reduce -3.8% 37,612 $18.9M
KMG Fiduciary Partners, LLC 1.27% Add +8.6% 37,498 $18.9M
Financial Avengers, Inc. 8.06% Reduce -2.9% 37,266 $18.7M
LM Advisors LLC 2.71% Add +150.2% 37,200 $18.7M
AlphaCore Capital LLC 0.63% Add +13.7% 37,098 $18.7M
Mgo One Seven LLC 0.43% Add +17.3% 36,832 $18.5M
SG Americas Securities, LLC 0.07% Reduce -15.2% 36,744 $18.5M
CreativeOne Wealth, LLC 0.45% Reduce -32.6% 36,622 $18.4M
Axxcess Wealth Management, LLC 0.39% Add +10.7% 36,521 $18.4M
Vantage Wealth 3.99% Reduce -0.5% 36,455 $18.3M
Cahill Financial Advisors Inc. 2.08% Add +0.7% 36,418 $18.3M
Canada Post Corp Registered Pension Plan 0.81% Add +10.9% 36,660 $18.3M
Hayek Kallen Investment Management 5.77% Reduce -0.2% 36,356 $18.3M
Level Four Advisory Services, LLC 0.63% Add +2.2% 36,340 $18.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.37% Add +7.5% 36,271 $18.2M
Pittenger & Anderson Inc. 0.67% Add +19.2% 36,130 $18.2M
Kemnay Advisory Services Inc. 2.73% Add +20.8% 35,646 $17.9M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3.78% Reduce -11.4% 35,588 $17.9M
Moran Wealth Management, LLC 0.54% Reduce -0.5% 35,484 $17.8M
Fisher Asset Management 0.01% Reduce -1.5% 35,468 $17.8M
Foundations Investment Advisors, LLC 0.26% Add +12.7% 35,454 $17.8M
Osborne Partners Capital Management, LLC 0.90% Reduce -0.3% 35,438 $17.8M
FineMark National Bank & Trust 0.58% Reduce -25.5% 35,372 $17.8M
First American Bank 1.11% Add +0.7% 35,292 $17.7M
SlateStone Wealth, LLC 1.54% Add +7.5% 35,277 $17.7M
Great Valley Advisor Group, Inc. 0.36% Reduce -1.1% 35,228 $17.7M
GAMMA Investing LLC 0.97% Add +1.8% 35,088 $17.6M
Gladstone Institutional Advisory LLC 0.68% Add +3.1% 35,027 $17.6M
Arnhold LLC 1.47% No change 34,941 $17.6M
Greenwood Capital Associates LLC 2.00% Add +3.6% 34,546 $17.4M
Mission Creek Capital Partners, Inc. 3.43% Reduce -1.8% 34,495 $17.3M
Prudential PLC 0.13% Add +6.4% 34,445 $17.3M
Amica Mutual Insurance Co. 1.58% No change 34,332 $17.3M
Private Advisory Group LLC 1.50% Add +23.1% 34,149 $17.2M
CCM Investment Advisers LLC 1.69% Add +5.6% 34,097 $17.1M
CI Investments Inc. 0.06% Reduce -44.5% 33,846 $17.0M
Brookstone Capital Management 0.20% Reduce -8.2% 33,825 $17.0M
Svenska Handelsbanken AB (publ) 5.95% New 33,790 $17.0M
NORTHSTAR ASSET MANAGEMENT Co 3.64% Reduce -0.3% 33,736 $17.0M
Inlet Private Wealth, LLC 3.83% Reduce -0.1% 33,735 $17.0M
Mather Group, Llc. 0.17% Add +6.0% 33,688 $16.9M
Steele Capital Management, Inc. 0.75% Reduce -10.9% 33,674 $16.9M
Essex Financial Services, Inc. 1.01% Reduce -3.5% 33,657 $16.9M
OneAscent Financial Services LLC 1.13% Reduce -2.5% 33,632 $16.9M
Appleton Partners Inc. 1.13% Add +3.6% 33,624 $16.9M
Woodmont Investment Counsel LLC 1.12% Add +5.1% 33,589 $16.9M
Bar Harbor Wealth Management 1.01% Reduce -1.5% 33,391 $16.8M
Eos Management, L.P. 6.64% No change 33,250 $16.7M
B. Riley Wealth Advisors, Inc. 0.80% Reduce -7.2% 33,075 $16.6M
Moors & Cabot, Inc. 0.72% Reduce -3.1% 33,016 $16.6M
Capital Analysts, LLC 0.48% Reduce -0.1% 32,998 $16.6M
Court Place Advisors, LLC 4.98% Add +1.5% 32,902 $16.5M
Visionary Wealth Advisors 0.77% Add +4.5% 32,872 $16.5M
New Age Alpha Advisors, LLC 0.69% Reduce -4.3% 32,768 $16.5M
Meeder Advisory Services, Inc. 0.76% Reduce -0.3% 32,654 $16.4M
Pettyjohn, Wood & White, Inc. 2.70% Add +0.4% 32,549 $16.4M
Interval Partners, LP 0.35% Add +61.7% 32,456 $16.3M
WealthBridge Capital Management, LLC 3.82% Reduce -2.8% 32,345 $16.3M
Waldron Private Wealth LLC 0.66% Reduce -2.2% 32,236 $16.2M
Joel Isaacson & Co., LLC 0.58% Add +2.8% 32,198 $16.2M
Wesbanco Bank Inc. 0.45% Reduce -2.5% 32,150 $16.2M
Demars Financial Group, LLC 5.57% Add +7.2% 31,982 $16.1M
Peak Planning Group, LLC 8.37% Add +10.0% 31,958 $16.1M
Belpointe Asset Management LLC 0.61% Add +4.4% 31,955 $16.1M
Madison Asset Management, LLC 0.18% Reduce -17.7% 31,891 $16.0M
Motley Fool Wealth Management, LLC 1.09% Reduce -13.2% 31,874 $16.0M
Pure Financial Advisors, LLC 0.26% Add +10.5% 31,851 $16.0M
Archford Capital Strategies, LLC 1.91% Reduce -10.7% 31,841 $16.0M
Johnson Financial Group, Inc. 0.60% Add +4.8% 31,766 $16.0M
Integrity Wealth Advisors, Inc. 5.73% Add +93.2% 32,241 $16.0M
Kelman-Lazarov, Inc. 2.36% Add +1.8% 31,722 $15.9M
East Coast Asset Management, LLC. 4.99% Reduce -2.8% 31,695 $15.9M
Beckerman Institutional, LLC 9.36% Add +1.5% 31,637 $15.9M
Boit C F David 7.19% No change 31,628 $15.9M
Eldred Rock Partners, LLC 3.96% Add +12.0% 31,616 $15.9M
Hancock Whitney Corp. 0.29% Reduce -0.3% 31,547 $15.9M
Metropolis Capital Ltd 0.50% Reduce -6.4% 31,404 $15.8M
Foster Victor Wealth Advisors, LLC 0.98% Add +9.3% 31,649 $15.8M
Vest Financial, LLC 0.21% Add +21.7% 31,381 $15.8M
DRW Securities, LLC 0.81% Add +106.6% 31,379 $15.8M
Longbow Finance SA 1.55% Reduce -18.0% 31,210 $15.7M
Naman Capital Ltda 4.40% No change 31,200 $15.7M
Jacobs Levy Equity Management, Inc. 0.06% Reduce -59.3% 31,165 $15.7M
Intrinsic Value Partners, LLC 12.68% Reduce -0.1% 31,136 $15.7M
Schonfeld Strategic Advisors LLC 0.11% Reduce -23.4% 30,968 $15.6M
Ledyard National Bank 1.39% Reduce -0.4% 30,942 $15.6M
Ami Investment Management Inc. 3.61% Reduce -0.3% 30,916 $15.5M
TBH Global Asset Management, LLC 3.03% Reduce -4.2% 30,856 $15.5M
LFL Advisers, LLC 5.37% Add +3.0% 30,830 $15.5M
Punch & Associates Investment Management, Inc. 0.91% Add +0.2% 30,810 $15.5M
Pictet North America Advisors SA 1.44% Reduce -5.8% 30,603 $15.4M
Bailard, Inc. 0.33% Reduce -0.6% 30,596 $15.4M
Hollencrest Capital Management 0.55% Add +0.1% 30,401 $15.3M
LexAurum Advisors, LLC 2.18% Add +27.4% 30,343 $15.3M
Palisade Capital Management, LP 0.47% Reduce -1.1% 30,317 $15.2M
Blue Trust, Inc. 0.17% Add +27.3% 30,280 $15.2M
Regency Capital Management Inc.\DE 7.23% Add +0.5% 30,238 $15.2M
Coston, McIsaac & Partners 3.62% Add +0.1% 30,238 $15.2M
SCS Capital Management LLC 0.17% Add +6.5% 30,200 $15.2M
Hilltop Holdings Inc. 0.80% Add +667.5% 30,171 $15.2M
Waterfront Wealth Inc. 3.10% Reduce -0.3% 30,849 $15.1M
Fogel Capital Management, Inc. 7.00% Add +0.0% 30,091 $15.1M
Sterling Investment Management, LLC 9.05% Reduce -8.9% 29,964 $15.1M
Brevan Howard Capital Management LP 0.22% Add +6.4% 29,847 $15.0M
Guggenheim Capital LLC 0.11% Add +5.1% 29,655 $14.9M
Verition Fund Management LLC 0.09% Reduce -8.2% 29,563 $14.9M
Eastern Bank 0.26% Reduce -1.1% 29,455 $14.8M
Lakeside Advisors, INC. 9.36% Reduce -1.8% 29,417 $14.8M
Studio Investment Management LLC 2.74% Reduce -1.8% 28,857 $14.5M
Embree Financial Group 1.94% Add +20.8% 28,827 $14.5M
Ameritas Investment Partners, Inc. 0.44% Reduce -3.2% 28,801 $14.5M
KCM Investment Advisors LLC 0.47% Add +1.4% 28,765 $14.5M
Community Bank & Trust, Waco, Texas 2.98% Reduce -0.4% 28,708 $14.4M
Highland Capital Management, LLC 0.72% Reduce -0.9% 28,646 $14.4M
BTG Pactual Asset Management US LLC 1.71% Reduce -35.8% 29,622 $14.4M
FRG Family Wealth Advisors LLC 2.32% Reduce -0.9% 28,612 $14.4M
Hi-Line Capital Management, LLC 4.53% Add +9.6% 28,572 $14.4M
Timber Creek Capital Management LLC 3.46% Reduce -0.4% 28,519 $14.3M
K.J. Harrison & Partners Inc 2.05% Reduce -0.1% 28,901 $14.3M
Patton Fund Management, Inc. 2.57% Add +11.8% 28,411 $14.3M
Principle Wealth Partners LLC 0.83% Reduce -0.3% 28,409 $14.3M
Roffman Miller Associates Inc. 0.80% New 28,383 $14.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.68% Reduce -0.5% 28,312 $14.2M
O'Brien Greene & Co. Inc 4.38% Reduce -1.8% 28,309 $14.2M
180 GPS Investments IC Ltd 8.25% — 28,262 $14.2M
Meixler Investment Management, Ltd. 8.70% Add +2.7% 28,227 $14.2M
Commerzbank Aktiengesellschaft 0.29% Add +3.0% 28,210 $14.2M
Flagship Harbor Advisors, LLC 0.61% Reduce -3.7% 28,119 $14.1M
Canal Capital Management, LLC 2.12% Add +1.5% 28,108 $14.1M
O'Keefe Stevens Advisory, Inc. 3.82% Add +1.8% 28,073 $14.1M
Cumberland Advisors Inc. 5.42% Add +1.8% 28,069 $14.1M
Eagle Global Advisors LLC 0.54% Reduce -2.6% 28,053 $14.1M
PDS Planning, Inc 0.97% Add +3.2% 28,015 $14.1M
Weybosset Research & Management LLC 4.54% Reduce -1.8% 27,993 $14.1M
Fidelis Capital Partners, LLC 1.10% Add +8.9% 27,989 $14.1M
Hikari Tsushin, Inc. 0.94% Add +13.0% 27,878 $14.0M
Van Den Berg Management I, Inc. 3.51% Reduce -0.5% 27,844 $14.0M
Evelyn Partners Investment Management (Europe) Ltd 4.85% Reduce -0.4% 27,831 $14.0M
Smithfield Trust Co 0.63% Reduce -1.3% 27,781 $14.0M
Manchester Capital Management LLC 1.90% Add +2972.2% 27,803 $14.0M
Telos Capital Management, Inc. 1.33% Add +4.3% 27,641 $13.9M
Aaron Wealth Advisors LLC 0.84% Add +40.6% 27,633 $13.9M
Canerector Inc. 7.05% Add +7.0% 27,500 $13.8M
Wilkins Investment Counsel Inc. 1.95% No change 27,434 $13.8M
Spire Wealth Management 0.47% Reduce -8.6% 27,428 $13.8M
Gryphon Financial Partners LLC 1.57% Add +4.4% 27,376 $13.8M
Guardian Wealth Advisors, LLC / NC 0.90% Add +4.4% 27,316 $13.7M
Greystone Financial Group, LLC 2.12% Add +1.4% 27,243 $13.7M
Northside Capital Management, LLC 1.25% Add +0.1% 27,237 $13.7M
Mezzasalma Advisors, LLC 3.50% Add +0.0% 27,229 $13.7M
Stokes Family Office, LLC 1.30% Add +7.3% 27,224 $13.7M
Ascentis Wealth Management, LLC 3.28% Add +3.5% 27,206 $13.7M
Annandale Capital, LLC 2.42% Add +0.1% 27,146 $13.6M
American Trust Investment Advisors, LLC 7.02% Reduce -4.1% 27,088 $13.6M
Apella Capital, LLC 0.30% Add +10.3% 27,841 $13.6M
Harris Associates (Oakmark Funds) 0.02% Reduce -2.4% 27,046 $13.6M
Kinsale Capital Group, Inc. 2.48% Add +7.7% 26,996 $13.6M
SVB Wealth LLC 0.73% Reduce -2.7% 26,826 $13.5M
Vestcor Inc 0.40% Reduce -3.2% 26,674 $13.4M
Glassy Mountain Advisors, Inc. 4.03% Reduce -1.1% 26,607 $13.4M
Integrated Advisors Network LLC 0.56% Add +7.0% 26,605 $13.4M
Beacon Investment Advisors LLC 5.46% Add +0.2% 26,518 $13.3M
Gifford Fong Associates 2.80% No change 26,500 $13.3M
L2 Asset Management, LLC 1.93% Add +195.3% 26,474 $13.3M
Castlekeep Investment Advisors LLC 6.22% Add +4.0% 26,433 $13.3M
Summit Financial Strategies, Inc. 1.14% Add +0.1% 26,411 $13.3M
Financial Engines Advisors L.L.C. 0.03% Add +4.6% 26,379 $13.3M
ARS Wealth Advisors Group, LLC 1.31% Add +81.5% 26,344 $13.2M
Sprott Inc. 0.50% Reduce -29.2% 26,237 $13.2M
Cardinal Point Capital Management ULC 0.92% Add +3.6% 26,489 $13.1M
Sandy Cove Advisors, LLC 4.20% Add +4.7% 26,110 $13.1M
Moloney Securities Asset Management, LLC 1.57% Reduce -0.8% 26,046 $13.1M
HBK Sorce Advisory LLC 0.33% Add +1.3% 26,303 $13.1M
Wealthcare Advisory Partners LLC 0.27% Add +0.3% 25,766 $13.0M
Simon Quick Advisors, LLC 0.59% Add +38.0% 25,755 $12.9M
Crewe Advisors LLC 1.23% Add +90.5% 25,708 $12.9M
Eq Wealth Advisors, LLC 8.48% Reduce -2.9% 25,687 $12.9M
Sagespring Wealth Partners, LLC 0.25% Reduce -0.3% 25,684 $12.9M
Howard Capital Management, LLC 0.17% Add +4.2% 25,669 $12.9M
Allegheny Financial Group 2.41% Add +0.6% 25,656 $12.9M
Stratos Wealth Advisors, LLC 0.62% Add +6.3% 25,522 $12.8M
Fischer Investment Strategies, LLC 7.69% Add +0.7% 25,489 $12.8M
Flputnam Investment Management Co. 0.19% Reduce -0.2% 25,473 $12.8M
Old North State Wealth Management, LLC 5.98% Add +0.4% 25,419 $12.8M
Carnegie Lake Advisors LLC 4.91% Reduce -5.7% 25,385 $12.8M
Mairs & Power Inc. 0.12% Reduce -2.7% 25,379 $12.8M
Wealth Architects, LLC 1.20% Reduce -3.5% 25,309 $12.7M
Clio Asset Management LLC 9.44% Reduce -0.7% 25,298 $12.7M
Hudock, Inc. 1.93% Add +0.6% 25,247 $12.7M
Berkshire Asset Management LLC 0.54% Add +1.9% 25,233 $12.7M
Arlington Trust Co LLC 2.28% Add +1.3% 25,232 $12.7M
Raab & Moskowitz Asset Management LLC 2.84% Reduce -3.3% 25,221 $12.7M
Profund Advisors LLC 0.41% Add +9.0% 25,183 $12.7M
Cypress Asset Management Inc. 2.88% Reduce -0.6% 25,136 $12.6M
McDaniel Terry & Co. 1.02% No change 25,126 $12.6M
Bulltick Wealth Management, LLC 2.98% Add +67.5% 25,090 $12.6M
Middleton & Co. Inc. 1.36% Reduce -2.2% 25,072 $12.6M
Trust Co of Kansas 6.04% Reduce -0.1% 25,054 $12.6M
HFR Wealth Management, LLC 2.89% Reduce -0.5% 25,037 $12.6M
Strategic Blueprint, LLC 0.55% Add +2.8% 25,022 $12.6M
Jasper Ridge Partners, L.P. 0.28% No change 25,000 $12.6M
Winch Advisory Services, LLC 2.83% Add +1.1% 24,990 $12.6M
Zacks Investment Management 0.10% Reduce -4.5% 24,892 $12.5M
Colonial Trust Advisors 0.96% Add +2.6% 24,866 $12.5M
Harbor Advisory Corp. 3.70% Reduce -1.2% 24,858 $12.5M
Zhang Financial LLC 0.51% Add +1.0% 24,835 $12.5M
Brandywine Global Investment Management, LLC 0.09% New 24,829 $12.5M
SeaCrest Wealth Management, LLC 1.31% Reduce -8.3% 24,876 $12.4M
Torray Investment Partners LLC 1.74% Reduce -33.9% 24,624 $12.4M
IFG Advisory, LLC 0.56% Add +3.5% 24,593 $12.4M
Bennett Selby Investments LP 4.09% Reduce -0.1% 24,580 $12.4M
Bradley & Co. Private Wealth Management, LLC 6.83% Add +0.5% 24,557 $12.3M
Alley Investment Management Company, LLC 1.43% Add +0.4% 24,534 $12.3M
Fragasso Financial Advisors Inc 0.77% Reduce -0.7% 24,721 $12.3M
Carmel Capital Management L.L.C. 3.74% Add +2.5% 24,475 $12.3M
Banque Cantonale Vaudoise 0.46% Reduce -3.7% 24,424 $12.3M
Bank Pictet & Cie (Europe) AG 0.24% Reduce -65.5% 24,390 $12.3M
Rockbridge Asset Management LLC 7.23% Reduce -5.8% 24,379 $12.3M
Walleye Capital LLC 0.11% Add +337.3% 24,342 $12.2M
Princeton Global Asset Management LLC 2.03% Add +10.6% 24,296 $12.2M
Morey & Quinn Wealth Partners, LLC 9.00% Add +0.6% 24,277 $12.2M
DF Dent & Co. Inc. 0.16% Add +2.5% 24,208 $12.2M
Siemens Fonds Invest GmbH 0.66% Reduce -0.0% 24,143 $12.1M
Dorsey & Whitney Trust CO LLC 0.64% Add +27.9% 23,995 $12.1M
BCS Private Wealth Management, Inc. 4.29% Reduce -1.1% 23,857 $12.0M
Beverly Hills Private Wealth, LLC 2.14% Reduce -3.6% 23,833 $12.0M
Tradition Wealth Management, LLC 0.89% Reduce -2.7% 23,819 $12.0M
Kovack Advisors, Inc. 1.13% Reduce -6.4% 23,801 $12.0M
Patriot Financial Group Insurance Agency, LLC 1.53% Reduce -1.2% 23,795 $12.0M
Walter & Keenan Wealth Management LLC /in/ 3.31% Reduce -1.0% 23,729 $11.9M
Searcy Financial Services Inc. 4.52% Add +0.5% 23,662 $11.9M
Lakewood Asset Management LLC 7.16% Add +2.9% 23,570 $11.8M
VELA Investment Management, LLC 3.41% Reduce -18.8% 23,570 $11.8M
WASHINGTON TRUST Co 0.39% Add +53.4% 23,529 $11.8M
EverSource Wealth Advisors, LLC 0.47% Add +16.0% 23,497 $11.8M
Auxier Asset Management LLC 1.65% Add +0.8% 23,486 $11.8M
First Interstate Bank 0.65% Add +19.5% 23,389 $11.8M
McHugh Group, LLC 7.11% Add +2.3% 23,348 $11.7M
NovaPoint Capital, LLC 2.87% Reduce -28.8% 23,347 $11.7M
Dock Street Asset Management Inc. 1.02% Reduce -6.5% 23,315 $11.7M
Trustmark Bank Trust Department 0.76% Reduce -10.0% 23,308 $11.7M
Asset Advisors Investment Management, LLC 1.11% Add +0.2% 23,283 $11.7M
Citizens National Bank Trust Department 2.09% Add +12.5% 23,275 $11.7M
Burford Brothers, Inc. 5.00% Add +3.0% 23,239 $11.7M
Nicholson Meyer Capital Management, Inc. 8.97% Add +1.5% 23,217 $11.7M
Frisch Financial Group, Inc. 2.71% Add +0.4% 23,176 $11.7M
SpringVest Wealth Management LLC 8.57% Reduce -3.4% 23,173 $11.6M
Savvy Advisors, Inc. 0.54% Add +10.6% 23,162 $11.6M
Resonant Capital Advisors, LLC 0.68% Add +1.0% 23,158 $11.6M
Vienna Asset Management LLC 6.93% Add +45.6% 23,119 $11.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.67% Add +9.7% 23,118 $11.6M
Buttonwood Financial Advisors Inc. 4.00% Add +7.5% 23,117 $11.6M
Financial Strategies Group, Inc. 2.21% Add +13.3% 24,421 $11.6M
Sargent Investment Group, LLC 1.65% Reduce -0.5% 23,081 $11.6M
Armstrong Advisory Group, Inc. 0.82% Reduce -0.9% 23,029 $11.6M
Lorne Steinberg Wealth Management Inc. 2.79% Reduce -0.4% 23,026 $11.6M
Hartline Investment Corp./ 1.20% Reduce -4.1% 22,970 $11.5M
Garner Asset Management Corp 4.64% Add +0.5% 22,908 $11.5M
Cornerstone Wealth Group, LLC 0.78% Add +3.6% 22,867 $11.5M
Marietta Investment Partners LLC 2.21% Add +0.2% 22,855 $11.5M
Evanson Asset Management, LLC 0.65% Reduce -5.7% 22,835 $11.5M
Nitorum Capital, L.P. 2.01% Reduce -20.5% 22,724 $11.4M
Evoke Wealth, LLC 0.24% Reduce -2.5% 22,708 $11.4M
RFG Advisory, LLC 0.24% Reduce -5.4% 22,706 $11.4M
Riverstone Advisors, LLC 5.60% Add +0.8% 22,695 $11.4M
Mitchell Capital Management Co. 1.95% Add +6.2% 22,669 $11.4M
Janney Capital Management LLC 0.71% Reduce -2.9% 22,663 $11.4M
Jupiter Asset Management Ltd. 0.10% Reduce -22.5% 22,576 $11.3M
Syon Capital LLC 0.61% Add +6.5% 22,541 $11.3M
TAGStone Capital, Inc. 4.49% Reduce -0.0% 22,534 $11.3M
CORDA Investment Management, LLC. 0.80% Add +1.3% 22,514 $11.3M
Roehl & Yi Investment Advisors, LLC 4.91% Add +312.8% 91,229 $11.3M
Foster Group, Inc. 0.35% Add +1.0% 22,353 $11.2M
Chronos Wealth Management, LLC 5.51% Reduce -0.2% 22,347 $11.2M
Legacy Advisors, LLC 1.38% — 22,228 $11.2M
Tema ETFs LLC 0.93% New 22,227 $11.2M
AMG National Trust Bank 0.27% Reduce -5.0% 22,163 $11.1M
Brooktree Capital Management 7.08% Add +5.3% 22,154 $11.1M
Spirepoint Private Client, LLC 1.17% Add +0.3% 22,085 $11.1M
Angeles Wealth Management, LLC 0.68% Add +68.8% 22,080 $11.1M
Martin Investment Management, LLC 2.82% Reduce -1.6% 22,062 $11.1M
Simmons Bank 0.74% Reduce -0.2% 22,039 $11.1M
SeaBridge Investment Advisors LLC 1.79% Reduce -0.1% 21,991 $11.1M
Montag A & Associates Inc. 0.51% Add +0.7% 21,971 $11.0M
Leavell Investment Management, Inc. 0.46% Reduce -13.6% 21,929 $11.0M
SWAN Capital LLC 4.47% Reduce -19.1% 21,926 $11.0M
Tompkins Financial Corp. 0.92% Reduce -0.2% 21,902 $11.0M
Coastline Trust Co 1.18% Reduce -0.1% 21,886 $11.0M
Excalibur Management Corp. 3.99% Reduce -0.4% 21,872 $11.0M
Wedge Capital Management L L P 0.19% Reduce -7.6% 21,828 $11.0M
Moseley Investment Management Inc. 3.33% Reduce -0.1% 21,788 $11.0M
Kelleher Financial Advisors 2.75% Reduce -7.4% 21,775 $10.9M
Forvis Mazars Wealth Advisors, LLC 0.22% Reduce -2.4% 21,761 $10.9M
Arlington Financial Advisors, LLC 1.61% Add +5.1% 21,709 $10.9M
Certified Advisory Corp 1.04% Add +2.4% 21,675 $10.9M
Mill Creek Capital Advisors, LLC 0.22% Add +2.4% 21,597 $10.9M
Whalerock Point Partners, LLC 2.20% Reduce -0.1% 21,571 $10.8M
Marietta Wealth Management, LLC 1.32% Add +3.8% 21,545 $10.8M
Mitchell McLeod Pugh & Williams Inc. 1.73% Reduce -1.3% 22,391 $10.8M
TCI Wealth Advisors, Inc. 0.64% Reduce -0.1% 21,419 $10.8M
Delta Investment Management, LLC 1.92% Reduce -2.2% 21,365 $10.7M
Oxford Financial Group, LTD. LLC 0.61% Add +1.6% 21,348 $10.7M
Seros Financial, LLC 6.48% Add +9.8% 21,288 $10.7M
Alerus Financial NA 0.54% Add +0.6% 21,281 $10.7M
Canton Hathaway, LLC 2.06% Add +13.8% 21,278 $10.7M
Caldwell Trust Co 1.00% Reduce -1.6% 21,275 $10.7M
Strategy Asset Managers LLC 1.92% Add +2.9% 21,237 $10.7M
Blackhill Capital Inc. 0.53% Reduce -0.0% 21,237 $10.7M
Epacria Capital Partners, LLC 8.66% No change 21,160 $10.6M
German American Bancorp, Inc. 0.94% Add +1867.0% 21,145 $10.6M
Northwest & Ethical Investments L.P. 0.25% Add +41.9% 21,137 $10.6M
Trust Asset Management LLC 0.73% No change 21,099 $10.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.26% Add +17.3% 21,061 $10.6M
Fulton Bank, N.A. 0.37% Reduce -1.2% 21,060 $10.6M
Steel Grove Capital Advisors, LLC 1.26% No change 21,743 $10.6M
Means Investment Co., Inc. 0.91% Add +3.8% 20,926 $10.5M
Centaurus Financial, Inc. 0.49% Add +5.6% 20,900 $10.5M
CX Institutional 0.32% Add +2.4% 20,780 $10.4M
Harbour Investments, Inc. 0.24% Add +4.1% 20,692 $10.4M
Arete Wealth Advisors, LLC 0.65% Add +581.9% 20,641 $10.4M
Stone Run Capital, LLC 4.07% No change 20,575 $10.3M
Glen Eagle Advisors, LLC 1.44% Reduce -10.2% 20,571 $10.3M
Corsair Capital Management, L.P. 1.83% Reduce -0.0% 20,546 $10.3M
Ar Asset Management Inc. 2.20% No change 20,518 $10.3M
Woodstock Corp. 0.89% Reduce -1.1% 20,477 $10.3M
Elevation Point Wealth Partners, LLC 0.72% Reduce -17.3% 20,418 $10.3M
Little House Capital LLC 2.35% Add +2.8% 20,351 $10.2M
Lyell Wealth Management, LP 0.76% Add +20.9% 20,349 $10.2M
Granite FO LLC 5.54% No change 20,280 $10.2M
Verdence Capital Advisors LLC 0.59% Reduce -5.0% 20,884 $10.2M
BridgePort Financial Solutions, LLC 2.73% Add +0.9% 20,235 $10.2M
Perennial Investment Advisors, LLC 0.84% Reduce -1.4% 20,178 $10.1M
IFC Advisors LLC 1.85% Reduce -3.8% 20,125 $10.1M
Intrust Bank NA 0.84% Add +0.5% 20,123 $10.1M
Gerber Kawasaki Wealth & Investment Management 0.35% Add +1.7% 20,114 $10.1M
Pflug Koory, LLC 4.79% Add +6.6% 20,110 $10.1M
PFG Investments, LLC 0.52% Add +0.1% 20,087 $10.1M
Mayflower Financial Advisors, LLC 1.27% Reduce -3.5% 20,057 $10.1M
Sunbelt Securities, Inc. 0.70% Add +121.6% 20,040 $10.1M
Fairfield Financial Advisors, LTD 3.39% Reduce -2.0% 20,017 $10.1M
Valicenti Advisory Services Inc. 2.15% Add +6.8% 19,910 $10.0M
Jamison Private Wealth Management, Inc. 1.29% Add +0.7% 19,859 $10.0M
Bristlecone Advisors, LLC 0.83% Reduce -2.0% 19,841 $10.0M
Koss-Olinger Consulting, LLC 0.82% Reduce -0.2% 20,526 $10.0M
Procyon Advisors, LLC 0.59% Reduce -0.2% 19,718 $9.9M
GTS Securities LLC 0.38% Add +184.8% 19,686 $9.9M
Connecticut Wealth Management, LLC 0.44% Add +20.6% 19,626 $9.9M
Moody National Bank Trust Division 0.83% Add +13.1% 19,577 $9.8M
Fagan Associates, Inc. 1.36% Add +0.3% 19,539 $9.8M
Conway Capital Management, Inc. 4.12% Reduce -1.8% 19,532 $9.8M
Sweeney & Michel, LLC 3.30% Add +0.1% 20,074 $9.8M
Regatta Capital Group, LLC 1.55% Reduce -10.3% 19,519 $9.8M
Kingswood Wealth Advisors, LLC 0.59% Add +20.4% 19,407 $9.8M
Clarity Wealth Advisors, LLC 2.14% Add +0.5% 19,335 $9.7M
Sage Mountain Advisors LLC 0.56% Add +10.1% 19,327 $9.7M
Rockland Trust Co. 0.40% Reduce -13.2% 19,305 $9.7M
Avestar Capital, LLC 0.69% Reduce -8.0% 19,280 $9.7M
Jackson Square Capital, LLC 2.11% Reduce -5.1% 19,244 $9.7M
Plato Investment Management Ltd 0.66% Add +4.0% 19,390 $9.7M
Mechanics Bank Trust Department 1.36% Reduce -1.7% 19,228 $9.7M
Marble Harbor Investment Counsel, LLC 1.01% Reduce -0.1% 19,169 $9.6M
Graybill Wealth Management, LTD. 2.96% Add +1.0% 19,138 $9.6M
Twin Capital Management Inc. 1.21% Reduce -29.1% 19,065 $9.6M
Tevis Investment Management 5.77% Add +4.0% 19,059 $9.6M
Boston Research & Management Inc. 2.11% Add +0.1% 19,006 $9.6M
Sound View Wealth Advisors Group, LLC 0.66% Add +0.2% 18,995 $9.5M
Pavion Blue Capital, LLC 4.07% Reduce -0.1% 18,980 $9.5M
Baldwin Investment Management, LLC 1.09% Add +0.7% 18,978 $9.5M
Chemung Canal Trust Co. 1.90% Reduce -26.4% 18,955 $9.5M
Main Street Financial Solutions, LLC 0.61% Reduce -10.4% 18,934 $9.5M
Bedel Financial Consulting, Inc. 1.21% Add +2.3% 18,884 $9.5M
Avidian Wealth Enterprises, LLC 0.36% Add +8.2% 18,880 $9.5M
Earned Wealth Advisors, LLC 1.56% Add +6.7% 18,867 $9.5M
Tradewinds, LLC. 2.31% New 18,861 $9.5M
Avalon Capital Management 2.32% Add +106.5% 18,836 $9.5M
McDonald Partners LLC 2.82% Reduce -0.8% 18,824 $9.5M
Moneco Advisors, LLC 0.79% Reduce -0.7% 18,787 $9.4M
Harvey Capital Management Inc. 2.01% Reduce -3.5% 18,761 $9.4M
Old West Investment Management, LLC 2.16% Add +6.7% 18,740 $9.4M
Heritage Investors Management Corp. 0.28% Add +0.2% 18,730 $9.4M
Royal Capital Wealth Management, LLC 5.77% Add +1.1% 18,715 $9.4M
Silver Lake Advisory, LLC 3.75% No change 18,705 $9.4M
Capital Asset Advisory Services LLC 0.40% Add +4.1% 18,628 $9.4M
Aviance Capital Partners, LLC 1.11% Reduce -0.1% 18,601 $9.4M
Old National Bancorp 0.16% Add +9.2% 18,545 $9.3M
Tortoise Investment Management, LLC 0.83% Add +0.0% 18,534 $9.3M
Nilsine Partners, LLC 0.84% Add +4.2% 18,485 $9.3M
Navera Investment Management Ltd. 0.18% Reduce -1.4% 18,467 $9.3M
WBH Advisory Inc. 0.71% Reduce -0.9% 18,450 $9.3M
Venator Management LLC 2.20% Reduce -0.6% 18,358 $9.2M
Destiny Wealth Partners, LLC 1.13% Reduce -3.4% 18,354 $9.2M
Grandview Asset Management LLC 2.59% Reduce -1.2% 18,340 $9.2M
Crawford Investment Counsel Inc. 0.15% Add +2.0% 18,335 $9.2M
Icon Wealth Advisors, LLC 0.62% Reduce -7.3% 18,328 $9.2M
McDonough Capital Management, Inc 4.63% Add +0.5% 18,316 $9.2M
Bridgewater Advisors Inc. 0.64% Reduce -0.5% 18,622 $9.2M
Councilmark Asset Management, LLC 5.26% Reduce -0.3% 18,252 $9.2M
Meritage Portfolio Management 0.61% Reduce -7.1% 18,227 $9.2M
Cambridge Advisors Inc. 1.79% Reduce -1.5% 18,190 $9.1M
Frank, Rimerman Advisors LLC 0.59% Add +5.0% 18,164 $9.1M
Dana Investment Advisors, Inc. 0.27% Reduce -0.4% 18,134 $9.1M
Jaffetilchin Investment Partners, LLC 0.54% Reduce -6.6% 18,082 $9.1M
Stephens Consulting, LLC 3.13% Reduce -1.2% 18,067 $9.1M
Qsemble Capital Management, LP 0.88% Reduce -15.1% 17,971 $9.0M
Victrix Investment Advisors 4.95% Add +5.5% 17,967 $9.0M
Journey Strategic Wealth LLC 0.25% Reduce -1.3% 17,943 $9.0M
Ignite Planners, LLC 1.48% Reduce -1.2% 17,914 $9.0M
Gibraltar Capital Management, Inc. 1.61% Reduce -0.6% 17,869 $9.0M
Smartleaf Asset Management LLC 0.56% Add +47.7% 17,986 $9.0M
Cooper Financial Group 0.99% Reduce -5.2% 17,818 $9.0M
Channel Wealth LLC 2.39% Add +24.4% 17,796 $8.9M
Lineweaver Wealth Advisors, LLC 1.31% Add +6.7% 17,790 $8.9M
Baldwin Wealth Partners LLC 0.58% Reduce -0.3% 17,771 $8.9M
Reaves W H & Co. Inc. 0.16% Reduce -3.1% 17,751 $8.9M
Hanson & Doremus Investment Management 1.12% Reduce -2.3% 17,745 $8.9M
Phraction Management LLC 2.72% Add +4.1% 17,704 $8.9M
Tower Research Capital LLC (TRC) 0.25% Reduce -74.0% 17,687 $8.9M
Plancorp, LLC 0.28% Reduce -4.3% 17,660 $8.9M
Nadler Financial Group, Inc. 0.84% Reduce -0.8% 17,632 $8.9M
SOA Wealth Advisors, LLC. 1.44% Reduce -7.0% 17,627 $8.9M
First Wilshire Securities Management Inc. 2.36% Reduce -1.3% 17,613 $8.9M
Codex Capital Asset Management L.L.C. 3.32% No change 17,525 $8.8M
BBR Partners, LLC 0.51% Add +0.5% 17,487 $8.8M
High Note Wealth, LLC 1.76% Add +1.0% 17,482 $8.8M
Peterson Wealth Services 2.17% Reduce -99.9% 25 $8.8M
Marshall Investment Management, LLC 4.62% New 17,366 $8.7M
Compass Financial Group, INC 1.31% Add +22.6% 17,352 $8.7M
Laurel Wealth Advisors LLC 1.22% Add +3.2% 17,296 $8.7M
Tritonpoint Wealth, LLC 0.75% Add +9.2% 17,285 $8.7M
Udine Wealth Management, Inc. 4.17% Add +5.3% 17,277 $8.7M
Cigna Investments Inc. 1.23% Reduce -0.4% 17,259 $8.7M
DCM Advisors, LLC 3.65% Reduce -3.8% 17,310 $8.7M
Global Trust Asset Management, LLC 3.91% Reduce -3.7% 17,178 $8.6M
Capital Advisors Wealth Management, LLC 1.23% Add +7.9% 17,170 $8.6M
Circle Wealth Management, LLC 0.17% Add +2.1% 17,130 $8.6M
Penobscot Investment Management Company, Inc. 0.66% Add +6.3% 17,095 $8.6M
Parkside Financial Bank & Trust 0.67% Add +13.8% 17,085 $8.6M
City Holding Co. 1.08% Reduce -5.1% 17,034 $8.6M
Naviter Wealth, LLC 1.00% Add +2.1% 17,014 $8.6M
Beddow Capital Management Inc. 3.26% Add +1.4% 17,006 $8.6M
Holocene Advisors, LP 0.02% No change 17,000 $8.5M
Benson Investment Management Company, Inc. 2.93% Add +0.5% 16,994 $8.5M
Murphy Pohlad Asset Management LLC 3.35% Reduce -2.2% 16,992 $8.5M
Generali Investments CEE, investicni spolecnost, a.s. 0.65% Add +15.6% 16,980 $8.5M
First Heartland Consultants, Inc. 0.69% Reduce -2.7% 16,928 $8.5M
Blue Zone Wealth Advisors, LLC 1.70% Add +9.7% 16,920 $8.5M
LSV Asset Management 0.02% Add +36.7% 16,910 $8.5M
Lockheed Martin Investment Management Co. 0.31% Reduce -74.5% 16,900 $8.5M
Legacy CG, LLC 2.39% Add +1.7% 16,868 $8.5M
3Chopt Investment Partners, LLC 1.93% Add +2.6% 16,865 $8.5M
Financial Insights, Inc. 2.81% Reduce -5.8% 16,853 $8.5M
Granite Bay Wealth Management, LLC 2.20% Add +12.0% 16,817 $8.5M
Traynor Capital Management, Inc. 0.49% Reduce -2.2% 16,816 $8.5M
Leelyn Smith, LLC 1.27% Add +0.1% 16,790 $8.4M
Cascade Financial Partners, LLC 0.97% Reduce -0.1% 16,789 $8.4M
Signature Estate & Investment Advisors LLC 0.18% Add +0.4% 16,781 $8.4M
Pitcairn Co. 0.67% Reduce -34.6% 16,777 $8.4M
Knuff & Co LLC 2.44% Add +2.7% 16,773 $8.4M
Westmount Partners, LLC 2.17% Reduce -1.2% 16,905 $8.4M
Coastal Bridge Advisors, LLC 0.64% Reduce -0.6% 16,746 $8.4M
Manhattan West Asset Management, LLC 1.77% Add +0.3% 16,691 $8.4M
Fort Sheridan Advisors LLC 1.10% Add +0.6% 16,687 $8.4M
Pegasus Asset Management, Inc. 2.69% Add +0.7% 16,645 $8.4M
Pacifica Partners Inc. 2.99% Add +0.2% 16,794 $8.4M
Salvus Wealth Management, LLC 4.67% Reduce -0.8% 16,635 $8.4M
Clare Market Investments LLC 1.67% Add +15.6% 16,626 $8.4M
Tred Avon Family Wealth, LLC 2.88% — 16,619 $8.4M
Stenger Family Office, LLC 1.72% Add +11.8% 17,114 $8.4M
LS Investment Advisors, LLC 1.17% Reduce -6.0% 16,558 $8.3M
Weaver Capital Management LLC 1.81% Add +60.2% 16,550 $8.3M
Birinyi Associates Inc. 2.12% Reduce -1.8% 16,549 $8.3M
Iowa State Bank 1.58% Reduce -0.7% 16,506 $8.3M
Consolidated Capital Management, LLC 2.94% Add +9.6% 16,491 $8.3M
Donaldson Capital Management, LLC 0.26% Reduce -35.3% 16,488 $8.3M
Biltmore Family Office, LLC 1.18% Add +13.2% 16,483 $8.3M
North Star Investment Management Corp. 0.53% Add +1.3% 16,463 $8.3M
B & T Capital Management DBA Alpha Capital Management 1.31% Add +0.7% 16,404 $8.2M
Checchi Capital Advisers, LLC 0.56% Reduce -13.6% 16,344 $8.2M
Ellis Investment Partners, LLC 1.48% Reduce -0.1% 16,328 $8.2M
Montis Financial, LLC 1.89% Reduce -4.6% 16,326 $8.2M
Foyston, Gordon & Payne Inc 1.79% No change 16,323 $8.2M
Quattro Financial Advisors LLC 2.59% Add +3402.2% 16,285 $8.2M
Concentrum Wealth Management 2.36% Add +8.6% 16,285 $8.2M
Burling Wealth Partners, LLC 1.35% Add +8.9% 16,273 $8.2M
Capital International Sarl 0.14% Add +3.3% 16,265 $8.2M
Kennon-Green & Company, LLC 6.34% Add +0.3% 16,243 $8.2M
Point72 Asset Management 0.02% New 16,240 $8.2M
Cross Staff Investments Inc 5.70% Add +2.4% 16,234 $8.2M
Stiles Financial Services Inc 2.57% Add +7.5% 16,208 $8.1M
Congress Park Capital LLC 2.53% Add +3.2% 16,200 $8.1M
Osprey Private Wealth LLC 2.96% Add +29.6% 16,195 $8.1M
Cornerstone Management, Inc. 1.34% Reduce -0.7% 16,114 $8.1M
Security National Bank of So Dak 4.06% Reduce -0.2% 16,083 $8.1M
Brooklyn Investment Group 1.09% Reduce -3.4% 16,635 $8.1M
Evolution Wealth Advisors, LLC 1.08% Add +0.1% 16,030 $8.1M
CJM Wealth Advisers, Ltd. 2.47% Add +6.1% 16,021 $8.1M
Trust Point Inc. 0.65% New 16,005 $8.0M
Birnam Oak Advisors, LP 1.97% Add +6.7% 16,000 $8.0M
Evergreen Private Wealth LLC 3.25% Reduce -2.2% 15,941 $8.0M
Potentia Wealth 3.06% Add +4.7% 15,935 $8.0M
Heritage Trust Co 0.85% Reduce -0.5% 15,875 $8.0M
Calton & Associates, Inc. 1.19% Reduce -16.2% 15,804 $7.9M
Old Port Advisors 2.00% Reduce -0.3% 15,791 $7.9M
Silver Oak Securities, Incorporated 0.59% Add +23.3% 15,754 $7.9M
Balboa Wealth Partners 1.37% Reduce -3.0% 15,729 $7.9M
Vestmark Advisory Solutions, Inc. 0.15% Add +72.4% 15,694 $7.9M
MOKAN Wealth Management Inc. 3.96% Add +15.5% 15,663 $7.9M
Costello Asset Management, INC 2.64% Add +19.6% 15,656 $7.9M
Calamos Wealth Management LLC 0.29% Add +23.6% 15,638 $7.9M
First PREMIER Bank 1.78% Add +1.4% 15,629 $7.9M
ORG Partners LLC 1.45% Reduce -1.2% 15,553 $7.8M
Redmond Asset Management, LLC 1.92% Reduce -1.9% 15,549 $7.8M
Coppell Advisory Solutions LLC 0.83% Reduce -11.8% 15,653 $7.8M
TD Private Client Wealth LLC 0.18% Reduce -8.2% 15,514 $7.8M
Aldebaran Financial Inc. 7.79% Reduce -0.4% 15,489 $7.8M
Pinnacle Bancorp, Inc. 2.30% Add +2.0% 15,485 $7.8M
Strategic Advisors LLC 1.26% Add +3.6% 15,471 $7.8M
Ridgepath Capital Management LLC 3.32% Reduce -12.8% 15,467 $7.8M
Strong Tower Advisory Services 1.47% Add +4.2% 15,430 $7.8M
Blue Fin Capital, Inc. 1.22% Reduce -2.2% 15,405 $7.7M
Heron Bay Capital Management 1.44% Reduce -0.7% 15,364 $7.7M
International Assets Investment Management, LLC 0.62% No change 15,765 $7.7M
AXA S.A. 3.87% Reduce -91.8% 15,346 $7.7M
Blueprint Investment Partners LLC 1.08% Add +13.9% 15,345 $7.7M
Waddell & Associates, LLC 0.66% Add +10.3% 15,331 $7.7M
First Eagle Investment Management, LLC 0.01% Reduce -18.9% 15,310 $7.7M
Platform Technology Partners 1.84% Add +2.8% 15,245 $7.7M
Rahlfs Capital, LLC 6.03% Add +9.7% 15,175 $7.6M
Bank of New Hampshire 1.76% Reduce -1.5% 15,173 $7.6M
Meiji Yasuda Asset Management Co Ltd. 0.36% Reduce -1.9% 15,157 $7.6M
Leo Wealth, LLC 0.99% Reduce -50.7% 15,153 $7.6M
Benedict Financial Advisors Inc. 1.65% Reduce -4.0% 15,147 $7.6M
Overbrook Management Corp 1.37% Reduce -6.6% 15,140 $7.6M
Independent Investors Inc. 1.46% No change 15,137 $7.6M
Cardiff Park Advisors, LLC 0.58% Add +0.8% 15,127 $7.6M
Eaton Financial Holdings Company, LLC 2.14% Reduce -4.5% 15,074 $7.6M
Seamount Financial Group Inc. 3.58% Reduce -2.4% 15,073 $7.6M
Sky Investment Group LLC 1.30% Add +0.4% 15,060 $7.6M
Consolidated Portfolio Review Corp 0.95% Reduce -0.8% 15,065 $7.6M
Brasada Capital Management, LP 1.29% Reduce -3.8% 15,241 $7.6M
Douglas Lane & Associates, LLC 0.11% Reduce -4.6% 15,024 $7.6M
First Merchants Corp. 0.28% Reduce -4.6% 15,023 $7.6M
Watchman Group, Inc. 1.83% Reduce -1.8% 15,023 $7.6M
GPS Wealth Strategies Group, LLC 0.80% Reduce -4.3% 14,997 $7.5M
Apexium Financial, LP 0.37% Reduce -1.3% 14,988 $7.5M
Norden Group LLC 0.76% Add +15.4% 14,963 $7.5M
Diversify Wealth Management, LLC 0.43% Add +8.8% 15,801 $7.5M
Fortis Capital Management LLC 1.06% Add +14.1% 14,934 $7.5M
Lake Street Private Wealth, LLC 0.97% Add +0.7% 14,932 $7.5M
Csenge Advisory Group 0.36% Add +3.8% 14,930 $7.5M
Capital Investment Advisory Services, LLC 0.60% Add +5.4% 14,919 $7.5M
Mason & Associates Inc 1.51% Reduce -6.5% 14,888 $7.5M
Muirfield Wealth Advisors LLC 5.54% Add +0.9% 14,869 $7.5M
Everhart Financial Group, Inc. 0.75% Add +1.6% 14,815 $7.4M
Southland Equity Partners LLC 1.50% Add +5.1% 14,787 $7.4M
Qtron Investments LLC 0.92% Reduce -7.6% 14,784 $7.4M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.50% No change 14,798 $7.4M
Confluence Wealth Services, Inc. 0.36% Add +2.6% 14,715 $7.4M
WNY Asset Management, LLC 0.71% Reduce -1.4% 14,703 $7.4M
Aviso Financial Inc. 0.30% Add +3.5% 14,684 $7.4M
Ausdal Financial Partners, Inc. 0.36% Reduce -4.4% 14,672 $7.4M
Genesee Capital Advisors, LLC 3.20% No change 14,667 $7.4M
Duncan Williams Asset Management, LLC 2.07% Add +0.3% 14,661 $7.4M
Arvest Bank Trust Division 0.41% Add +468.4% 14,648 $7.4M
Carson Advisory Inc. 3.97% Add +1.4% 14,639 $7.4M
Colonial Trust Co / SC 0.99% Add +2.8% 14,616 $7.3M
Goelzer Investment Management, Inc. 0.39% Reduce -0.0% 14,615 $7.3M
Apriem Advisors 0.69% Add +0.9% 14,613 $7.3M
Group One Trading LLC 0.22% Add +15.7% 14,607 $7.3M
Private Wealth Group, LLC 3.65% Reduce -3.4% 14,591 $7.3M
Soltis Investment Advisors LLC 0.51% Add +7.1% 14,575 $7.3M
Chapman Financial Group, LLC 5.05% Add +6.4% 14,524 $7.3M
Meridian Wealth Advisors, LLC 1.04% Reduce -0.8% 14,523 $7.3M
Correct Capital Wealth Management 1.34% No change 14,463 $7.3M
Trivium Point Advisory, LLC 0.74% Add +4.8% 14,421 $7.3M
Core Alternative Capital 2.10% Reduce -7.9% 14,411 $7.2M
Sonata Capital Group Inc. 2.67% Add +0.6% 14,374 $7.2M
Center for Financial Planning, Inc. 0.77% Add +2.3% 14,361 $7.2M
Thomas Story & Son LLC 2.65% Reduce -1.8% 14,360 $7.2M
Wendell David Associates Inc. 0.71% Add +0.5% 14,360 $7.2M
Patten Group, Inc. 1.41% Reduce -0.2% 14,356 $7.2M
Samjo Management, LLC 2.76% Reduce -0.6% 14,347 $7.2M
Mirabella Financial Services LLP 0.63% Add +159.1% 14,374 $7.2M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.16% Add +0.2% 14,317 $7.2M
Howard Financial Services, LTD. 0.88% Add +2.2% 14,308 $7.2M
Global Assets Advisory, LLC 2.13% Add +18.4% 14,277 $7.2M
Inkwell Capital LLC 7.33% Reduce -1.2% 14,258 $7.2M
Fenimore Asset Management Inc 0.14% Reduce -6.7% 14,247 $7.2M
First Horizon Corp. 0.34% — 14,185 $7.1M
Ashton Thomas Securities, LLC 1.00% Reduce -1.9% 14,180 $7.1M
CLG LLC 1.94% Add +0.6% 14,172 $7.1M
Avantax Planning Partners, Inc. 0.20% Reduce -1.4% 14,137 $7.1M
Acropolis Investment Management, LLC 0.36% Add +33.2% 14,581 $7.1M
Shell Asset Management Co. 0.71% Reduce -80.3% 14,078 $7.1M
Wernau Asset Management Inc. 7.31% Reduce -3.2% 14,046 $7.1M
Smith Asset Management Co., LLC 6.01% Add +8.1% 13,976 $7.1M
StoneX Group Inc. 0.31% Add +6.8% 14,028 $7.1M
LVW Advisors, LLC 0.73% Reduce -1.3% 14,013 $7.0M
Delta Financial Advisors LLC 1.99% Add +28.3% 14,000 $7.0M
Akre Capital Management 0.07% No change 13,985 $7.0M
Apollon Financial, LLC 1.17% Reduce -2.9% 13,967 $7.0M
FSB Premier Wealth Management, Inc. 2.31% Reduce -2.1% 13,966 $7.0M
Cornerstone Wealth Management, LLC 0.39% Add +4.4% 13,897 $7.0M
Wingate Wealth Advisors, Inc. 4.83% Add +15.2% 13,857 $7.0M
Azimuth Capital Investment Management LLC 0.25% Add +0.4% 13,857 $7.0M
Trinity Legacy Partners, LLC 1.60% Add +8.4% 14,578 $7.0M
Core Wealth Partners LLC 3.19% Reduce -1.7% 13,821 $6.9M
Ascentis Independent Advisors 1.17% Add +0.3% 13,815 $6.9M
Sivia Capital Partners, LLC 1.96% Add +4.3% 13,814 $6.9M
Bragg Financial Advisors, Inc 0.23% Add +12.2% 13,795 $6.9M
City State Bank 2.00% Reduce -0.4% 13,775 $6.9M
Pointe Capital Management LLC 3.39% Reduce -0.2% 13,773 $6.9M
Anb Bank 2.79% Add +2.2% 13,691 $6.9M
New Hampshire Trust 1.33% Add +10.5% 13,683 $6.9M
Bonfire Financial 5.28% Add +4.3% 13,679 $6.9M
1ST Source Bank 0.36% Reduce -1.2% 13,661 $6.9M
Richmond Investment Services, LLC 1.28% Add +3.0% 13,643 $6.9M
Klingman & Associates, LLC 0.34% Add +26.4% 13,596 $6.8M
Oldfather Financial Services, LLC 2.13% Reduce -1.5% 13,586 $6.8M
CVA Family Office, LLC 0.88% Reduce -1.4% 13,581 $6.8M
4J Wealth Management LLC 4.01% Reduce -0.4% 13,561 $6.8M
Ogorek Anthony Joseph /NY/ 1.95% Add +0.1% 13,552 $6.8M
Root Financial Partners, LLC 0.42% Add +5.7% 13,540 $6.8M
Arlington Partners LLC 2.34% No change 13,471 $6.8M
Quantum Capital Management, LLC / NJ 0.74% Reduce -1.1% 13,404 $6.7M
RK Asset Management, LLC 6.13% Add +0.3% 13,400 $6.7M
Game Plan Financial Advisors, LLC 3.08% Add +2.2% 13,399 $6.7M
MBL Wealth, LLC 0.59% Add +24.1% 13,389 $6.7M
Schmidt P J Investment Management Inc. 1.11% Add +4.4% 13,375 $6.7M
Signet Investment Advisory Group, Inc. 3.22% Add +3.0% 13,353 $6.7M
Pacific Sun Financial Corp 3.22% Add +4.0% 13,270 $6.7M
LMG Wealth Partners, LLC 1.24% Add +8.0% 13,265 $6.7M
Main Street Research LLC 0.36% Reduce -88.6% 13,261 $6.7M
Private Trust Co. NA 0.59% Reduce -3.8% 13,259 $6.7M
SageView Advisory Group, LLC 0.23% Reduce -20.3% 13,258 $6.7M
MSH Capital Advisors LLC 1.79% Add +0.7% 13,249 $6.7M
Canvas Wealth Advisors, LLC 1.21% Add +23.3% 13,354 $6.7M
Intrepid Capital Management Inc. 3.26% Add +1.7% 13,237 $6.7M
Brady Family Wealth, LLC 2.06% Add +0.6% 13,237 $6.7M
Magnus Financial Group LLC 0.53% Reduce -0.2% 13,227 $6.6M
Fielder Capital Group LLC 1.51% Reduce -2.4% 13,211 $6.6M
TFC Financial Management, Inc. 0.85% Reduce -2.3% 13,181 $6.6M
Keel Point, LLC 0.41% Reduce -4.3% 13,179 $6.6M
HORAN Wealth, LLC 1.04% Add +15.3% 13,141 $6.6M
Evergreen Wealth Management, LLC 3.46% Add +0.7% 13,124 $6.6M
Y.D. More Investments Ltd 0.37% Add +5.4% 13,064 $6.6M
Eisler Capital Management Ltd. 0.15% Reduce -50.6% 13,173 $6.6M
Lynch & Associates 1.27% Reduce -1.3% 13,051 $6.6M
Baker Tilly Wealth Management, LLC 1.48% Add +0.7% 13,035 $6.6M
Trust Co of the South 1.08% Add +0.1% 12,997 $6.5M
BigSur Wealth Management LLC 1.60% Reduce -11.0% 12,994 $6.5M
Avaii Wealth Management, LLC 2.48% Add +11.5% 12,980 $6.5M
Capricorn Fund Managers Ltd 2.18% Reduce -4.8% 12,940 $6.5M
Bravias Capital Group, LLC 4.35% Add +7.3% 12,939 $6.5M
Simplicity Wealth,LLC 0.38% Reduce -30.4% 12,932 $6.5M
RPg Family Wealth Advisory, LLC 1.42% Reduce -3.6% 12,920 $6.5M
Galilei Investment Office LLP 3.12% No change 12,920 $6.5M
Capital Wealth Alliance, LLC 3.23% Add +1.4% 12,918 $6.5M
Cozad Asset Management Inc. 0.52% Reduce -3.4% 12,910 $6.5M
NJ State Employees Deferred Compensation Plan 0.72% No change 12,900 $6.5M
Stelac Advisory Services LLC 2.24% Reduce -1.7% 12,890 $6.5M
Abn Amro Investment Solutions 0.13% Reduce -6.6% 12,878 $6.5M
Pine Valley Investments Ltd Liability Co 0.34% Add +1.7% 12,863 $6.5M
RMR Wealth Builders 0.54% Add +11.4% 12,844 $6.5M
Buckhead Capital Management LLC 2.35% Add +1.0% 12,838 $6.5M
Analyst IMS Investment Management Services Ltd. 0.20% Reduce -38.6% 12,816 $6.4M
Dagco, Inc. 1.62% Reduce -1.0% 12,813 $6.4M
D L Carlson Investment Group Inc. 1.08% Reduce -1.1% 12,807 $6.4M
WealthShield Partners, LLC 0.73% Add +18.9% 12,803 $6.4M
Courier Capital LLC 0.37% Add +0.7% 12,769 $6.4M
Whitener Capital Management, Inc. 1.54% Add +8.2% 12,757 $6.4M
J. Safra Sarasin Holding AG 0.10% Reduce -22.8% 12,754 $6.4M
Krilogy Financial LLC 0.24% New 13,051 $6.4M
Viewpoint Investment Partners Corp. 3.48% No change 13,131 $6.4M
Creegan & Nassoura Financial Group, LLC 4.11% Reduce -4.5% 12,655 $6.4M
Garrett Wealth Advisory Group, LLC 1.24% Reduce -0.0% 12,615 $6.3M
CPC Advisors, LLC 0.67% Add +0.8% 12,607 $6.3M
Martin & Co. Inc. 1.12% Add +3.0% 12,573 $6.3M
Bank of Hawaii 0.32% Reduce -4.0% 12,571 $6.3M
Security National Bank of Sioux City Iowa 4.10% Add +0.5% 12,520 $6.3M
Americana Partners, LLC 0.19% Reduce -29.1% 12,490 $6.3M
National Philanthropic Trust 0.07% Add +5.7% 12,472 $6.3M
Tower Bridge Advisors 0.63% Reduce -8.8% 12,426 $6.2M
McIlrath & Eck, LLC 0.65% Reduce -2.8% 12,425 $6.2M
Sand Hill Global Advisors, LLC 0.22% Reduce -21.9% 12,405 $6.2M
Inspire Trust Co, N.A. 1.13% Add +18.7% 12,400 $6.2M
Rakuten Investment Management, Inc. 0.02% — 33,832 $6.2M
Sax Wealth Advisors, LLC 0.33% Add +1.3% 12,376 $6.2M
Clarius Group, LLC 0.37% Reduce -28.7% 12,374 $6.2M
Forbes J M & Co. LLP 0.52% Reduce -5.0% 12,373 $6.2M
Cloverfields Capital Group, LP 1.94% Reduce -1.0% 12,327 $6.2M
CHICAGO TRUST Co NA 0.87% Reduce -0.4% 12,311 $6.2M
Flagstone Financial Management 1.63% Add +0.0% 12,305 $6.2M
Curtis Advisory Group, LLC 1.40% Add +2.4% 12,261 $6.2M
Uncommon Cents Investing LLC 1.53% Reduce -0.7% 12,237 $6.2M
Compton Wealth Advisory Group, LLC 1.42% Add +1.2% 12,237 $6.2M
Ellsworth Advisors, LLC 1.31% Reduce -0.1% 12,391 $6.2M
Advisory Alpha, LLC 0.17% Add +3.5% 12,391 $6.1M
Resurgent Financial Advisors LLC 3.02% Add +3.0% 12,182 $6.1M
Marino, Stram & Associates LLC 1.10% Add +10.9% 12,177 $6.1M
Clayton Partners LLC 4.64% Reduce -0.2% 12,170 $6.1M
Fullcircle Wealth LLC 2.15% Add +0.9% 12,542 $6.1M
Fiera Capital Corp 0.02% Add +1.9% 12,163 $6.1M
Tounjian Advisory Partners, LLC 2.04% Reduce -21.8% 12,152 $6.1M
West Branch Capital LLC 1.60% Add +3.8% 12,139 $6.1M
TRUE Private Wealth Advisors 0.62% Add +0.1% 12,102 $6.1M
Ransom Advisory, Ltd 2.74% Reduce -0.3% 12,094 $6.1M
Birch Financial Group, LLC 3.56% Reduce -1.2% 12,036 $6.1M
Wealth Alliance Advisory Group, LLC 1.09% Add +17.0% 12,009 $6.0M
Madison Park Capital Advisors, LLC 4.95% Add +9.2% 12,000 $6.0M
Venturi Wealth Management, LLC 0.28% Add +5.3% 7,497 $6.0M
Diligent Investors, LLC 1.53% Reduce -3.3% 11,993 $6.0M
Womack Financial LLC 4.57% Add +1.4% 11,989 $6.0M
SMART Wealth LLC 2.27% Reduce -22.8% 11,956 $6.0M
KKM Financial LLC 1.89% Add +15.2% 11,937 $6.0M
San Luis Wealth Advisors LLC 1.08% Add +14.0% 11,933 $6.0M
Xcel Wealth Management, LLC 1.59% Reduce -7.4% 11,927 $6.0M
Union Heritage Capital, LLC 1.94% No change 11,916 $6.0M
Alberta Investment Management Corp 0.05% Reduce -7.0% 11,900 $6.0M
Hilltop National Bank 1.47% Add +1.1% 11,858 $6.0M
M Holdings Securities, Inc. 1.26% New 11,839 $6.0M
Reynders McVeigh Capital Management, LLC 0.28% Add +1.3% 11,839 $6.0M
First Command Advisory Services, Inc. 0.04% Reduce -5.4% 11,839 $6.0M
VeraBank, N.A. 1.11% Reduce -3.1% 11,823 $5.9M
Versant Capital Management, Inc 0.81% Add +2.2% 11,777 $5.9M
Quotient Wealth Partners, LLC 0.16% Reduce -0.9% 11,768 $5.9M
Ballast Advisors LLC 1.63% Add +2.5% 11,749 $5.9M
Certuity, LLC 0.41% Add +17.2% 11,737 $5.9M
McAlister, Sweet & Associates, Inc. 3.89% Add +3.4% 11,718 $5.9M
MIdWestOne Financial Group, Inc. 0.72% Reduce -3.9% 11,717 $5.9M
Granite Investment Partners, LLC 0.33% Reduce -7.2% 11,716 $5.9M
Bellecapital International Ltd. 0.95% Add +0.8% 11,697 $5.9M
First National Advisers, LLC 0.80% Reduce -0.8% 11,693 $5.9M
Balefire, LLC 1.17% Reduce -1.9% 11,676 $5.9M
Slow Capital, Inc. 0.69% Reduce -2.8% 11,650 $5.9M
Lombard Odier Asset Management (Switzerland) SA 0.27% Add +285.2% 149,002 $5.8M
Pilgrim Partners Asia Pte Ltd 2.60% — 11,610 $5.8M
Parisi Gray Wealth Management 1.52% Reduce -0.1% 11,602 $5.8M
Matrix Asset Advisors Inc. 0.54% Add +0.1% 11,601 $5.8M
Proficio Capital Partners LLC 0.40% Reduce -37.3% 11,599 $5.8M
James Investment Research, Inc. 0.64% Reduce -1.7% 11,592 $5.8M
LBMC Investment Advisors, LLC 0.37% Add +5.7% 11,571 $5.8M
Crew Capital Management, Ltd 3.89% Add +5.0% 11,550 $5.8M
Sierra Legacy Group 4.30% Reduce -0.5% 11,549 $5.8M
Morningstar Investment Management LLC 0.21% New 11,540 $5.8M
Richard Bernstein Advisors LLC 0.17% Reduce -51.3% 11,514 $5.8M
Autumn Glory Partners, LLC 2.38% Add +8.5% 11,506 $5.8M
Quadrature Capital Ltd 0.07% Reduce -13.0% 11,502 $5.8M
Royce & Associates LP 0.06% Add +4.5% 11,500 $5.8M
Scott & Selber, Inc. 1.47% Reduce -1.9% 11,498 $5.8M
Hillcrest Wealth Advisors - NY, LLC 2.60% No change 11,486 $5.8M
TCV Trust & Wealth Management, Inc. 0.48% Add +16.9% 11,459 $5.8M
Investment House LLC 0.27% Add +4.0% 11,446 $5.8M
Dodge & Cox 0.00% Reduce -10.2% 11,440 $5.8M
Midland Wealth Advisors, LLC 0.31% Reduce -1.5% 11,426 $5.7M
Northwest Wealth Management, LLC 0.95% Reduce -2.3% 11,415 $5.7M
Verity Asset Management, Inc. 1.87% Add +180.5% 11,408 $5.7M
Laird Norton Wetherby Trust Company, LLC 0.99% No change 11,404 $5.7M
Fischer Financial Services, Inc. 1.54% Add +0.5% 11,404 $5.7M
Vermillion Wealth Management, Inc. 1.57% Reduce -1.0% 11,390 $5.7M
Conning Inc. 0.20% No change 11,387 $5.7M
GAM Holding AG 0.35% Reduce -10.6% 11,382 $5.7M
Algert Global LLC 0.10% Add +1.2% 11,359 $5.7M
Jacobs & Co. 0.55% Reduce -0.3% 11,335 $5.7M
QV Investors Inc. 0.49% No change 11,311 $5.7M
Resolute Wealth Strategies, LLC 2.60% Reduce -0.2% 11,298 $5.7M
CRA Financial Services, LLC 0.78% Add +2.1% 11,297 $5.7M
Blume Capital Management, Inc. 1.09% No change 11,295 $5.7M
Essex Bank 1.28% Add +2.4% 11,291 $5.7M
R.H. Investment Group, LLC 4.93% Reduce -0.1% 11,290 $5.7M
Gratus Wealth Advisors, LLC 0.80% Reduce -1.9% 11,286 $5.7M
Symphony Financial, Ltd. Co. 0.69% Reduce -25.1% 11,302 $5.7M
Marathon Capital Management 1.30% Reduce -0.7% 11,267 $5.7M
Stonehage Fleming Financial Services Holdings Ltd 0.16% Add +4.7% 11,214 $5.6M
Eagle Capital Management, LLC 2.13% Reduce -1.3% 11,206 $5.6M
First Citizens Financial Corp 2.78% Add +1.4% 11,204 $5.6M
SGL Investment Advisors, Inc. 2.37% Add +0.9% 11,841 $5.6M
Compass Ion Advisors, LLC 0.54% Reduce -0.7% 11,203 $5.6M
MinichMacGregor Wealth Management, LLC 1.10% Add +5.2% 11,194 $5.6M
L. Roy Papp & Associates, LLP 0.63% Reduce -1.8% 11,183 $5.6M
Baker Avenue Asset Management, LP 0.13% Add +0.4% 11,180 $5.6M
Independent Family Office, LLC 2.37% Add +21.0% 11,161 $5.6M
Cypress Wealth Services, LLC 0.92% Add +3.0% 11,159 $5.6M
Dudley Capital Management, LLC 2.53% Add +5.1% 11,134 $5.6M
R.H. Dinel Investment Counsel, Inc. 3.61% Add +16.5% 11,125 $5.6M
Portfolio Design Labs, LLC 0.96% New 11,114 $5.6M
ING Groep NV 0.03% Reduce -36.2% 11,114 $5.6M
Sumitomo Life Insurance Co. 0.17% Reduce -3.1% 11,091 $5.6M
Cornell Pochily Investment Advisors, Inc. 1.66% Reduce -7.8% 11,082 $5.6M
Sloy Dahl & Holst, LLC 0.59% No change 11,044 $5.6M
Vickerman Investment Advisors, Inc. 1.12% Add +2.7% 11,036 $5.5M
Quantbot Technologies LP 0.15% Add +92.1% 11,027 $5.5M
Nixon Peabody Trust Co. 0.41% Reduce -3.5% 11,009 $5.5M
Cohen & Steers, Inc. 0.01% Add +0.9% 11,007 $5.5M
Bislett Management, LLC 4.00% No change 11,000 $5.5M
Olstein Capital Management, L.P. 1.04% Add +44.7% 11,000 $5.5M
Trust Co 0.56% Reduce -2.0% 10,974 $5.5M
CoreCap Advisors, LLC 0.20% Add +13.5% 10,971 $5.5M
Harbour Investment Management LLC 2.39% Reduce -7.3% 10,940 $5.5M
Webster Bank, N. A. 0.53% Reduce -3.3% 10,923 $5.5M
Paradigm Capital Management, LLC 5.51% Reduce -7.1% 10,922 $5.5M
HCR Wealth Advisors 0.57% No change 11,054 $5.5M
Griffin Asset Management, Inc. 0.61% Reduce -0.1% 10,886 $5.5M
Oakworth Capital, Inc. 0.32% Reduce -0.1% 10,883 $5.5M
Legacy Financial Group LLC 0.71% Reduce -1.3% 10,857 $5.5M
Tiptree Advisors, LLC 3.41% Reduce -50.0% 10,830 $5.4M
Capstone Wealth Management Group LLC 3.47% Add +2.3% 10,823 $5.4M
Hedeker Wealth, LLC 1.13% Add +0.9% 10,814 $5.4M
Millstone Evans Group, LLC 3.45% Add +1.3% 10,797 $5.4M
Blueprint Financial Advisors LLC 1.17% New 10,797 $5.4M
First National Bank Sioux Falls 1.69% Reduce -0.1% 10,754 $5.4M
Supplemental Annuity Collective Trust of NJ 1.42% No change 10,750 $5.4M
Pinkerton Wealth, LLC 0.58% Add +10.3% 10,738 $5.4M
NavPoint Financial, Inc. 2.83% Add +0.1% 10,730 $5.4M
Focused Wealth Management, Inc 0.58% Add +2.1% 10,669 $5.4M
Atlanta Consulting Group Advisors, LLC 1.31% Add +670.9% 10,631 $5.3M
X-Square Capital, LLC 1.67% Reduce -2.7% 10,624 $5.3M
Ceeto Capital Group, LLC 1.54% Add +0.8% 10,595 $5.3M
JTC Employer Solutions Trustee Ltd 0.46% New 10,599 $5.3M
AIMZ Investment Advisors, LLC 1.67% Reduce -0.6% 10,593 $5.3M
Allred Capital Management, LLC 1.85% Reduce -1.0% 10,592 $5.3M
Nova R Wealth, Inc. 2.26% Add +0.6% 10,588 $5.3M
Rossmore Private Capital 0.57% No change 10,586 $5.3M
AdvisorNet Financial, Inc 0.30% Add +11.0% 10,580 $5.3M
Wescott Financial Advisory Group, LLC 0.48% Add +0.2% 10,557 $5.3M
180 Wealth Advisors, LLC 0.65% Reduce -5.6% 10,555 $5.3M
Gallacher Capital Management LLC 2.10% Reduce -2.8% 10,547 $5.3M
Capital International Ltd. 0.19% Add +5.5% 10,538 $5.3M
Erste Asset Management GmbH 0.05% Reduce -44.6% 10,569 $5.3M
Weil Company, Inc. 1.27% Reduce -1.7% 10,505 $5.3M
Artemis Wealth Advisors, LLC 0.79% No change 10,492 $5.3M
Professional Financial Advisors, LLC 1.11% Add +2.8% 10,480 $5.3M
Nvwm, LLC 1.18% Add +1.5% 10,477 $5.3M
Personal Cfo Solutions, LLC 0.92% Add +0.5% 10,455 $5.3M
Catalyst Financial Partners LLC 0.63% Add +0.8% 10,454 $5.3M
Formidable Asset Management, LLC 0.83% Reduce -0.9% 10,816 $5.3M
FourThought Financial Partners, LLC 0.46% Add +14.1% 10,425 $5.2M
JPL Wealth Management, LLC 1.24% Reduce -1.5% 10,400 $5.2M
Institute for Wealth Management, LLC. 0.54% Reduce -0.8% 10,398 $5.2M
S&T Bank 1.47% Reduce -12.5% 10,394 $5.2M
Capital City Trust Co. 1.28% Reduce -8.4% 10,372 $5.2M
National Wealth Management Group, LLC 1.96% Add +1.3% 10,359 $5.2M
Continuum Advisory, LLC 0.55% Add +10.9% 10,345 $5.2M
Basepoint Wealth LLC 3.68% Reduce -1.5% 10,325 $5.2M
Brown, Lisle/Cummings, Inc. 1.33% Reduce -0.3% 10,320 $5.2M
Idaho Trust Co 1.74% Add +16.9% 10,308 $5.2M
Horizon Family Wealth, Inc. 2.98% Add +0.1% 10,301 $5.2M
Johnson Bixby & Associates, LLC 0.66% Reduce -1.1% 10,299 $5.2M
Cidel Asset Management Inc. 0.30% Reduce -1.4% 10,299 $5.2M
Westpac Banking Corp. 0.32% No change 10,277 $5.2M
Regent Peak Wealth Advisors LLC 1.03% — 10,270 $5.2M
BWM Planning, LLC 1.54% Add +1.0% 10,266 $5.2M
Highline Wealth Partners LLC 1.39% Reduce -1.4% 10,265 $5.2M
Bernard Wealth Management Corp. 2.15% Reduce -0.6% 10,257 $5.2M
Bill Few Associates, Inc. 1.33% Reduce -0.2% 10,248 $5.2M
LOM Asset Management Ltd 1.57% Add +8.8% 10,242 $5.1M
Marks Group Wealth Management, Inc 0.48% Reduce -3.2% 10,237 $5.1M
Merrion Investment Management Co, LLC 2.95% Add +1.0% 10,237 $5.1M
Delta Asset Management LLC 0.44% Reduce -2.6% 10,220 $5.1M
Sonora Investment Management Group, LLC 0.36% Reduce -3.7% 10,217 $5.1M
LWM Advisory Services, LLC 2.99% Add +2.4% 10,216 $5.1M
America First Investment Advisors, LLC 0.95% Add +14.7% 10,201 $5.1M
Meridian Investment Counsel Inc. 1.26% Reduce -1.0% 10,179 $5.1M
Sage Advisors, LLC 3.67% Reduce -1.7% 10,175 $5.1M
Alexander Labrunerie & Co., Inc. 1.91% Reduce -1.9% 10,174 $5.1M
Garde Capital, Inc. 0.26% Add +0.9% 10,165 $5.1M
Van Cleef Asset Management,Inc 0.52% Reduce -0.2% 10,158 $5.1M
Hoey Investments, Inc. 0.69% Reduce -6.3% 10,156 $5.1M
Hofer & Associates. Inc 2.92% Add +3.5% 10,153 $5.1M
Peoples Bank 5.07% Reduce -50.5% 10,144 $5.1M
Legacy Financial Strategies, LLC 0.92% Reduce -4.9% 10,123 $5.1M
Modus Advisors, LLC 1.38% Add +3.2% 10,122 $5.1M
Crux Wealth Advisors 2.01% Add +3.5% 10,109 $5.1M
Waters Parkerson & Co., LLC 0.25% Reduce -1.2% 10,098 $5.1M
Sepio Capital, LP 0.30% Add +22.4% 10,093 $5.1M
First American Trust, FSB 0.37% Add +10.0% 10,074 $5.1M
First City Capital Management, Inc. 2.73% Reduce -0.8% 10,070 $5.1M
Adirondack Trust Co. 1.70% Add +0.9% 10,066 $5.1M
Kestra Investment Management, LLC 0.14% Add +15.6% 10,035 $5.0M
Heartland Advisors Inc. 0.27% Add +2.1% 10,021 $5.0M
DKRT Investments Corp. 1.21% New 10,000 $5.0M
Banco BTG Pactual S.A. 0.73% Reduce -21.9% 10,000 $5.0M
Regal Investment Advisors LLC 0.33% Add +4.6% 9,995 $5.0M
Pinnacle Wealth Planning Services, Inc. 0.59% Add +9.0% 9,992 $5.0M
Keynote Financial Services LLC 3.05% Add +5.4% 9,964 $5.0M
Tru Independence Asset Management 2, LLC 3.29% Reduce -0.7% 9,951 $5.0M
CFM Wealth Partners LLC 0.73% Reduce -14.2% 9,945 $5.0M
Sterling Investment Counsel, LLC 1.60% Add +17.7% 9,944 $5.0M
Signal Advisors Wealth, LLC 0.45% Add +29.3% 9,944 $5.0M
Smith, Moore & Co. 0.38% Reduce -2.1% 9,939 $5.0M
HF Advisory Group, LLC 1.83% Add +19.3% 9,936 $5.0M
Ballast, Inc. 1.21% Reduce -0.3% 9,916 $5.0M
Aire Advisors, LLC 0.90% Reduce -3.9% 9,910 $5.0M
FSM Wealth Advisors, LLC 0.70% Add +0.6% 9,888 $5.0M
Cape Cod Five Cents Savings Bank 0.46% No change 10,799 $5.0M
Lathrop Investment Management Co. 0.92% Add +0.2% 9,879 $5.0M
Weatherly Asset Management L. P. 0.41% Add +17.8% 9,848 $5.0M
Western Pacific Wealth Management, LP 4.83% Add +2.9% 9,848 $5.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.13% Reduce -31.1% 9,843 $4.9M
Bull Street Advisors, LLC 2.31% Reduce -0.5% 9,828 $4.9M
Hixon Zuercher, LLC 1.50% Reduce -1.4% 9,805 $4.9M
NRI Wealth Management LC 2.63% Reduce -14.9% 9,794 $4.9M
J. Stern & Co. LLP 0.37% No change 9,755 $4.9M
RFG - Bristol Wealth Advisors, LLC 1.42% Reduce -1.5% 9,753 $4.9M
Ethos Financial Group, LLC 0.39% Reduce -8.1% 9,753 $4.9M
Islay Capital Management, LLC 2.83% Add +13.3% 9,738 $4.9M
BIP Wealth, LLC 0.24% Add +23.9% 9,723 $4.9M
Jackson Wealth Management, LLC 0.49% Add +2.0% 9,691 $4.9M
Mengis Capital Management, Inc. 0.96% Reduce -0.6% 9,690 $4.9M
Dash Acquisitions Inc. 0.97% Reduce -4.1% 10,235 $4.9M
Godshalk Welsh Capital Management, Inc. 2.79% Reduce -0.7% 9,668 $4.9M
Drive Wealth Management, LLC 1.03% Reduce -1.0% 9,648 $4.9M
Relyea Zuckerberg Hanson LLC 0.51% Reduce -13.4% 9,645 $4.8M
BOK Financial Private Wealth, Inc. 0.30% Reduce -2.2% 9,634 $4.8M
Summitry LLC 0.20% Add +5.7% 9,629 $4.8M
Dover Advisors, LLC 1.93% Add +0.1% 9,628 $4.8M
Lokken Investment Group LLC 1.66% Add +93.8% 9,623 $4.8M
Tiemann Investment Advisors, LLC 1.85% Reduce -0.2% 9,595 $4.8M
Leonteq Securities AG 0.26% Reduce -59.1% 9,587 $4.8M
Auto-Owners Insurance Co 0.12% No change 9,580 $4.8M
Taylor Financial Group, Inc. 2.77% Reduce -0.2% 9,573 $4.8M
SRH Advisors, LLC 1.41% Reduce -1.0% 9,573 $4.8M
Advisors Asset Management, Inc. 0.08% Reduce -1.8% 9,572 $4.8M
Family Manage LLC 0.67% Reduce -3.4% 9,556 $4.8M
Alpha Omega Wealth Management LLC 0.80% Reduce -0.5% 9,551 $4.8M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.37% Add +0.6% 9,546 $4.8M
Sterling Investment Advisors, Ltd. 0.93% Add +1.4% 9,532 $4.8M
Independence Bank of Kentucky 0.61% Add +4.9% 9,511 $4.8M
Central Pacific Bank - Trust Division 0.60% Add +7.3% 9,509 $4.8M
Nvest Financial, LLC 2.74% Reduce -24.3% 9,501 $4.8M
Tiller Private Wealth, Inc. 1.69% No change 9,461 $4.8M
KPP Advisory Services LLC 0.71% Reduce -7.8% 9,461 $4.8M
Alta Advisers Ltd 1.45% No change 9,455 $4.8M
Harel Insurance Investments & Financial Services Ltd. 0.04% Add +365.7% 9,463 $4.8M
TFR Capital, LLC. 1.59% Add +0.8% 9,445 $4.7M
Lantz Financial LLC 1.05% Reduce -3.0% 9,431 $4.7M
Gradient Capital Advisors, LLC 1.27% Add +0.4% 9,422 $4.7M
Clearstead Trust, LLC 0.81% Add +4.5% 9,410 $4.7M
Kwmg, LLC 0.41% Add +0.0% 9,388 $4.7M
Investor's Fiduciary Advisor Network, LLC 1.60% New 9,382 $4.7M
Investment Management Associates Inc. 1.40% Reduce -8.0% 9,369 $4.7M
Searle & Co. 1.25% No change 9,367 $4.7M
Skyline Advisors, Inc. 1.62% Add +1.3% 9,362 $4.7M
Pine Haven Investment Counsel, Inc 3.39% Add +3.6% 9,345 $4.7M
Red Mountain Financial, LLC 4.76% Reduce -5.3% 9,334 $4.7M
Truepoint, Inc. 0.11% Add +1.8% 6,318 $4.7M
IMS Capital Management 2.16% Reduce -2.5% 9,310 $4.7M
Cadence Bank 0.28% Add +3.3% 9,297 $4.7M
Concord Wealth Partners 0.64% Reduce -1.1% 9,294 $4.7M
Bluespring Wealth Management, LLC 0.41% Add +0.4% 9,271 $4.7M
Lodestar Private Asset Management LLC 0.49% Add +15.3% 9,258 $4.7M
LPWM LLC 1.24% Reduce -2.6% 9,251 $4.7M
Deane Retirement Strategies, Inc. 2.00% Reduce -0.7% 9,239 $4.6M
GS Investments, Inc. 2.30% Reduce -5.6% 9,225 $4.6M
Arrow Financial Corp 0.47% Reduce -1.2% 9,192 $4.6M
ZWJ Investment Counsel Inc. 0.16% Add +18.3% 9,189 $4.6M
Baring Financial LLC 3.15% Add +1.1% 9,185 $4.6M
Sterling Capital Management LLC 0.07% Add +0.1% 9,181 $4.6M
Quadcap Wealth Management, LLC 0.54% Reduce -9.1% 9,176 $4.6M
Portside Wealth Group, LLC 0.64% Add +1.7% 9,152 $4.6M
NorthStar Asset Management LLC 2.20% Reduce -0.5% 9,126 $4.6M
Premier Path Wealth Partners, LLC 0.59% Reduce -4.3% 9,119 $4.6M
Physicians Financial Services, Inc. 1.25% Add +1.4% 9,101 $4.6M
Schnieders Capital Management, Llc. 0.74% — 9,100 $4.6M
Samalin Investment Counsel, LLC 1.58% Add +0.3% 9,095 $4.6M
Hartford Financial Management Inc. 1.21% Add +14.6% 9,095 $4.6M
Harfst & Associates, Inc. 0.84% Add +5.2% 9,064 $4.6M
Inscription Capital, LLC 0.49% Add +36.4% 9,062 $4.6M
Verus Capital Partners, LLC 0.35% Reduce -12.3% 9,052 $4.6M
Leibman Financial Services, Inc. 3.45% Add +0.3% 9,044 $4.5M
Phoenix Wealth Advisors 1.75% No change 9,040 $4.5M
Evelyn Partners Asset Management Ltd 1.02% Add +6.8% 9,031 $4.5M
Washington Trust Bank 0.33% Add +0.4% 9,008 $4.5M
Greater Midwest Financial Group, LLC 2.92% Add +5.7% 9,001 $4.5M
Ruffer LLP 0.25% No change 9,000 $4.5M
RDA Financial Network 1.12% Add +17.0% 8,995 $4.5M
Waterloo Capital, L.P. 0.34% Reduce -0.8% 8,968 $4.5M
HBW Advisory Services LLC 0.51% Reduce -7.0% 8,938 $4.5M
Turtle Creek Wealth Advisors, LLC 0.40% Add +53.2% 8,935 $4.5M
Hardin Capital Partners, LLC 2.40% Add +5.0% 8,918 $4.5M
WJ Financial Advisors LLC 4.35% — 8,910 $4.5M
Winthrop Advisory Group LLC 0.39% Add +1.8% 8,906 $4.5M
Compass Capital Management, Inc. 0.24% New 8,891 $4.5M
Virtue Capital Management, LLC 0.71% Add +17026.8% 212,886 $4.5M
Patton Albertson Miller Group, LLC 0.54% Reduce -4.6% 8,862 $4.5M
Crescent Grove Advisors, LLC 0.43% Add +11.7% 8,851 $4.4M
Valley National Advisers Inc. 0.69% Reduce -2.5% 8,848 $4.4M
Huntleigh Advisors, Inc. 0.76% Add +3.2% 8,842 $4.4M
Roman Butler Fullerton & Co. 1.19% Add +3.7% 9,312 $4.4M
Hodges Capital Management Inc. 0.38% Add +1.9% 8,793 $4.4M
Raiffeisen Bank International AG 0.06% Add +20.6% 8,842 $4.4M
Norway Savings Bank 2.13% Reduce -1.6% 8,780 $4.4M
Gemmer Asset Management LLC 0.36% Add +1.0% 7,272 $4.4M
FORA Capital, LLC 0.78% Reduce -73.6% 8,759 $4.4M
Meiji Yasuda Life Insurance Co 0.13% Add +0.4% 8,751 $4.4M
Chaney Capital Management, Inc. 1.56% Reduce -3.6% 8,750 $4.4M
Tilia Fiduciary Partners, Inc. 2.54% Reduce -6.8% 8,748 $4.4M
Quent Capital, LLC 0.37% Add +0.8% 8,735 $4.4M
Bouchey Financial Group, Ltd. 0.34% Reduce -0.2% 8,734 $4.4M
Wealth Management Nebraska 0.52% Add +116.8% 8,733 $4.4M
Nikulski Financial, Inc. 1.10% Add +5.2% 8,725 $4.4M
JB Capital LLC 0.19% Add +4.8% 8,719 $4.4M
Traphagen Investment Advisors LLC 0.38% Reduce -0.4% 8,701 $4.4M
Annex Advisory Services, LLC 0.09% Reduce -9.1% 8,667 $4.4M
Diversify Advisory Services, LLC 0.15% Reduce -1.9% 9,147 $4.4M
Crosspoint Financial, LLC 10.68% No change 8,649 $4.3M
Magnolia Capital Advisors LLC 1.13% Reduce -0.1% 8,625 $4.3M
Arrowroot Family Office, LLC 1.73% Add +44.3% 8,615 $4.3M
Legacy Private Trust Co. 0.26% Add +8.7% 8,615 $4.3M
EagleClaw Capital Managment, LLC 0.61% Reduce -6.3% 8,606 $4.3M
Alesco Advisors, LLC, An ESL Co 0.12% Reduce -1.5% 8,597 $4.3M
Childress Capital Advisors, LLC 0.79% Add +1.1% 8,584 $4.3M
Linden Thomas Advisory Services, LLC 0.44% Add +2.8% 8,584 $4.3M
GSG Advisors LLC 1.14% Reduce -5.8% 8,657 $4.3M
Deltec Asset Management LLC 0.71% No change 8,578 $4.3M
Novem Group 0.51% Reduce -3.0% 8,555 $4.3M
Vance Wealth, LLC 1.32% Add +0.5% 8,554 $4.3M
Epiq Partners, LLC 2.09% Add +2.8% 8,539 $4.3M
Stonebridge Financial Group, LLC 0.38% Add +0.4% 8,530 $4.3M
Pacific Center for Financial Services 1.09% Reduce -1.7% 8,524 $4.3M
Retirement Planning Group, LLC 0.15% Add +7.5% 8,488 $4.3M
Elevatus Welath Management 1.23% Add +285.6% 8,482 $4.3M
Clarity Capital Advisors, LLC 2.32% No change 8,465 $4.3M
Oarsman Capital, Inc. 0.60% Add +0.6% 8,463 $4.3M
Mosaic Family Wealth Partners, LLC 0.50% Add +4.8% 8,518 $4.3M
Next Capital Management LLC 1.42% No change 8,449 $4.2M
Lewis Asset Management, LLC 1.74% Add +4.0% 8,442 $4.2M
Oak Family Advisors, LLC 1.38% Reduce -1.6% 8,436 $4.2M
Capital Advisory Group Advisory Services, LLC 1.32% Add +2.3% 8,421 $4.2M
Finivi Inc. 2.69% Add +1.0% 8,406 $4.2M
Ameriflex Group, Inc. 1.58% Add +48.3% 8,402 $4.2M
JSF Financial, LLC 0.93% Reduce -23.1% 8,384 $4.2M
Smith & Howard Wealth Management, LLC 0.98% New 8,375 $4.2M
Paragon Private Wealth Management, LLC 1.38% Add +19.3% 8,372 $4.2M
Cim Investment Management Inc. 1.14% Reduce -50.6% 8,364 $4.2M
General Partner, Inc. 2.31% Reduce -0.3% 8,357 $4.2M
Laraway Financial Advisors Inc 2.87% Add +33.0% 8,350 $4.2M
E&G Advisors, LLC 0.98% Add +1.6% 8,341 $4.2M
Pullen Investment Management, LLC 2.27% Reduce -0.1% 8,326 $4.2M
RKL Wealth Management LLC 0.36% Reduce -1.6% 8,325 $4.2M
Orser Capital Management, LLC 2.19% Reduce -5.7% 8,300 $4.2M
Global Endowment Management, LP 0.52% Add +0.9% 8,279 $4.2M
NTV Asset Management LLC 0.45% Reduce -4.7% 8,272 $4.2M
Dupree Financial Group, LLC 1.61% Add +7.8% 8,265 $4.2M
Long Island Wealth Management, Inc. 2.02% Add +0.7% 8,261 $4.2M
Townsquare Capital LLC 0.63% Reduce -28.8% 8,242 $4.1M
LaFleur & Godfrey LLC 0.50% Reduce -2.7% 8,239 $4.1M
Curbstone Financial Management Corp 0.80% Add +2.5% 8,228 $4.1M
B&D White Capital Company, LLC 0.53% Reduce -3.5% 8,224 $4.1M
Old Mission Investment Co LLC 1.01% Add +4.2% 8,221 $4.1M
Palumbo Wealth Management LLC 1.32% Reduce -0.1% 8,755 $4.1M
Aviso Wealth Management 1.80% Reduce -1.0% 8,212 $4.1M
Denali Advisors LLC 0.47% Reduce -18.4% 8,210 $4.1M
Insight Advisors, LLC/ PA 0.63% Add +0.2% 8,199 $4.1M
Wellington Shields & Co., LLC 1.07% Add +0.3% 8,178 $4.1M
Freedom Day Solutions, LLC 1.12% Add +0.5% 8,178 $4.1M
Financial Gravity Asset Management, Inc. 0.81% — 8,177 $4.1M
Heartwood Wealth Advisors LLC 0.38% Reduce -8.9% 8,174 $4.1M
Wynn Capital, LLC 1.99% Add +0.6% 8,173 $4.1M
Plan Group Financial, LLC 1.10% Add +124.9% 8,150 $4.1M
Optas, LLC 0.70% Add +2.0% 8,147 $4.1M
DSG Capital Advisors, LLC 0.65% No change 8,146 $4.1M
Rise Advisors, LLC 1.47% Add +2.0% 8,146 $4.1M
Mattson Financial Services, LLC 0.97% Add +2.6% 8,098 $4.1M
Concord Asset Management, LLC 0.74% Reduce -13.9% 8,097 $4.1M
Diversified Enterprises, LLC 0.27% Add +6.1% 8,095 $4.1M
Addison Advisors LLC 0.94% Add +0.8% 8,087 $4.1M
Brandywine Oak Private Wealth LLC 0.35% Reduce -6.3% 8,078 $4.1M
GMO 0.01% Add +6.6% 8,070 $4.1M
Capital Investment Counsel, LLC 0.60% Reduce -0.4% 8,060 $4.1M
Brave Asset Management Inc. 0.99% Add +20.1% 8,053 $4.0M
Turn8 Private Wealth Inc. 2.90% Add +5.5% 8,034 $4.0M
FWL Investment Management, LLC 1.05% Reduce -5.9% 8,030 $4.0M
Chapin Davis, Inc. 0.99% Reduce -1.1% 8,017 $4.0M
Kornitzer Capital Management Inc. 0.08% Reduce -12.9% 8,000 $4.0M
TTP Investments, Inc. 1.17% Reduce -10.0% 8,109 $4.0M
Novak & Powell Financial Services, Inc. 2.11% Add +76.9% 7,995 $4.0M
Strategic Investment Solutions, Inc. 1.06% Add +4.6% 7,986 $4.0M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.42% Reduce -2.8% 7,973 $4.0M
Aberdeen Wealth Management LLC 2.51% No change 7,962 $4.0M
Boston Partners 0.00% Add +17.9% 7,945 $4.0M
Zions Bancorporation, National Association 0.20% Add +82.7% 7,940 $4.0M
Fox Hill Wealth Management 1.87% Add +4.3% 7,934 $4.0M
Money Concepts Capital Corp. 0.25% Add +32.1% 7,922 $4.0M
GeoWealth Management, LLC 0.15% Add +69.2% 7,916 $4.0M
Wimmer Associates 1, LLC 1.91% Add +0.9% 7,883 $4.0M
Rebalance, LLC 0.24% No change 7,877 $4.0M
Nabity-Jensen Investment Management Inc 2.74% Add +0.4% 7,871 $4.0M
New England Research & Management, Inc. 1.82% No change 7,870 $4.0M
Summit Financial Wealth Advisors, LLC 0.61% Reduce -18.1% 7,936 $4.0M
WFA of San Diego, LLC 2.70% Reduce -2.4% 7,846 $3.9M
West Family Investments, Inc. 0.88% Add +0.1% 7,795 $3.9M
Cathy Pareto & Associates, Inc. 2.95% Reduce -1.6% 7,775 $3.9M
Fort Point Capital Partners LLC 0.50% Reduce -63.9% 7,769 $3.9M
Founders Financial Alliance, LLC 0.73% Add +4.9% 7,760 $3.9M
American Money Management, LLC 0.65% Reduce -8.6% 7,726 $3.9M
Jupiter Wealth Management LLC 1.83% Add +2.7% 7,720 $3.9M
Financial Life Planners 2.60% Reduce -3.9% 7,688 $3.9M
Hikari Power Ltd 0.31% No change 7,670 $3.9M
Triumph Capital Management 1.04% Add +12.9% 7,660 $3.9M
Twin Lakes Capital Management, LLC 1.78% No change 7,654 $3.8M
Legacy Bridge, LLC 1.60% Add +0.5% 7,649 $3.8M
Breakwater Capital Group 0.57% Add +16.9% 7,637 $3.8M
Drum Hill Capital, LLC 4.22% Add +0.2% 7,603 $3.8M
Okabena Investment Services Inc. 0.74% Add +0.7% 7,597 $3.8M
Gilliland Jeter Wealth Management LLC 1.18% Reduce -3.6% 7,594 $3.8M
Investment Research & Advisory Group, Inc. 1.29% Reduce -0.9% 7,559 $3.8M
Silicon Valley Capital Partners 0.36% Reduce -9.5% 7,563 $3.8M
Cortland Associates Inc. 0.45% Add +1.5% 7,558 $3.8M
Alpine Bank Wealth Management 0.53% Reduce -0.8% 7,542 $3.8M
Holderness Investments Co. 0.77% Reduce -0.1% 7,541 $3.8M
LRI Investments, LLC 0.31% Reduce -1.4% 7,533 $3.8M
Westshore Wealth, LLC 1.29% No change 7,513 $3.8M
Bretton Capital Management, LLC 3.18% No change 7,500 $3.8M
Easterly Investment Partners LLC 0.26% Add +43.0% 7,498 $3.8M
Inlight Wealth Management, LLC 1.77% No change 7,488 $3.8M
Patten & Patten Inc. 0.22% Reduce -0.6% 7,476 $3.8M
Bey-Douglas LLC 2.79% Reduce -21.9% 7,463 $3.8M
Guardian Financial Partners, LLC 1.58% No change 7,460 $3.8M
Oak Grove Capital LLC 0.81% Add +8.0% 7,455 $3.7M
Spectrum Asset Management, Inc. (NB/CA) 1.31% Reduce -17.8% 7,436 $3.7M
Gibson Capital, LLC 0.69% Add +2.4% 7,418 $3.7M
Tufton Capital Management 0.66% Add +0.3% 7,419 $3.7M
Kathmere Capital Management, LLC 0.26% Reduce -2.7% 7,394 $3.7M
Westbourne Investments, Inc. 1.78% Reduce -17.5% 7,780 $3.7M
Augustine Asset Management Inc. 0.75% Add +3.5% 7,378 $3.7M
Advyzon Investment Management, LLC 0.64% Add +27.5% 7,378 $3.7M
IPG Investment Advisors LLC 0.66% Add +1.6% 7,348 $3.7M
Flavin Financial Services, Inc. 2.62% Add +12.8% 7,348 $3.7M
Hurlow Wealth Management Group, Inc. 0.95% Reduce -3.6% 7,335 $3.7M
Advisor OS, LLC 0.32% Add +4.8% 7,320 $3.7M
Evermay Wealth Management LLC 0.42% Reduce -2.1% 7,304 $3.7M
Cache Advisors, LLC 0.64% Add +919.7% 7,291 $3.7M
Cahaba Wealth Management, Inc. 0.27% Add +5.2% 7,291 $3.7M
Lester Murray Antman dba SimplyRich 0.99% Reduce -0.0% 7,277 $3.7M
First Western Trust Bank 0.17% Add +3.2% 7,276 $3.7M
Guidance Capital, Inc. 0.95% Add +3.2% 7,430 $3.7M
Crown Wealth Group, LLC 1.10% Reduce -27.3% 7,268 $3.7M
Wealthcare Capital Partners, LLC 1.68% Add +0.2% 7,263 $3.7M
Garden State Investment Advisory Services LLC 0.92% Reduce -11.5% 7,235 $3.6M
Beacon Investment Advisory Services, Inc. 0.15% Reduce -13.4% 7,230 $3.6M
Miller Wealth Advisors, LLC 1.46% Add +2.3% 7,210 $3.6M
Lanark Financial, Inc. 0.28% Reduce -29.1% 7,208 $3.6M
Pring Turner Capital Group Inc. 2.20% Add +2.3% 7,174 $3.6M
Magnolia Capital Management Ltd. 2.76% Reduce -1.4% 7,163 $3.6M
Blankinship & Foster, LLC 0.79% Add +0.4% 7,157 $3.6M
Mark Sheptoff Financial Planning, LLC 1.72% Add +0.3% 7,156 $3.6M
Grey Ledge Advisors, LLC 0.81% Add +13.9% 7,128 $3.6M
Ashford Capital Management Inc. 0.40% Reduce -5.4% 7,121 $3.6M
LongView Wealth Management 0.97% Add +9.7% 7,105 $3.6M
Field & Main Bank 1.05% Reduce -0.3% 7,105 $3.6M
Redhawk Wealth Advisors, Inc. 0.41% Reduce -1.8% 7,096 $3.6M
Asset Management Group, Inc. 0.58% Reduce -1.3% 7,090 $3.6M
Prairiewood Capital, LLC 1.18% Reduce -7.5% 7,074 $3.6M
Gould Capital, LLC 2.20% Reduce -0.1% 7,067 $3.6M
Bath Savings Trust Co 0.35% Reduce -0.6% 7,050 $3.5M
CFS Investment Advisory Services, LLC 0.26% Add +0.5% 7,199 $3.5M
NDWM LLC 2.40% Reduce -1.6% 7,041 $3.5M
Strait & Sound Wealth Management LLC 1.36% Add +0.2% 7,041 $3.5M
Hutchinson Financial Advisors, INC 3.48% Add +20.9% 7,039 $3.5M
WealthTrust Axiom LLC 0.95% Reduce -6.8% 7,037 $3.5M
Legacy Financial Advisors, Inc. 0.49% Add +3.6% 7,036 $3.5M
Advisors Preferred, LLC 0.52% Add +39.2% 7,100 $3.5M
Partners Wealth Management, LLC 3.48% Reduce -16.5% 7,017 $3.5M
GM Advisory Group, LLC 0.15% Reduce -4.4% 7,016 $3.5M
Kennondale Capital Management LLC 2.70% No change 7,015 $3.5M
FLC Capital Advisors 0.68% Reduce -4.2% 7,013 $3.5M
Wealth Alliance, LLC 0.36% Reduce -7.2% 7,009 $3.5M
Triangle Securities Wealth Management 0.80% Add +5.0% 7,004 $3.5M
Roof Eidam Maycock Peralta, LLC 0.86% No change 6,997 $3.5M
Drucker Wealth 3.0, LLC 0.63% Reduce -6.3% 6,989 $3.5M
Papamarkou Wellner Asset Management inc. 2.17% Reduce -0.4% 6,979 $3.5M
1776 Wealth LLC 1.35% Reduce -0.5% 6,977 $3.5M
Hourglass Capital, LLC 0.79% Reduce -2.4% 6,965 $3.5M
Total Clarity Wealth Management, Inc. 0.93% Reduce -5.6% 6,955 $3.5M
Kraematon Investment Advisors, Inc. 2.99% Add +2.2% 6,949 $3.5M
Auxano Advisors, LLC 0.74% Add +16.5% 6,947 $3.5M
Journey Advisory Group, LLC 0.26% Reduce -2.8% 6,941 $3.5M
Pension & Wealth Management Advisors, Inc. 1.10% Reduce -0.2% 6,937 $3.5M
Aureus Asset Management, LLC 0.23% Add +0.0% 6,934 $3.5M
Sovran Advisors, LLC 0.31% Add +4.0% 7,276 $3.5M
Teamwork Financial Advisors, LLC 0.38% Reduce -4.7% 6,924 $3.5M
Midwest Financial Group LLC 1.66% Add +6.9% 6,923 $3.5M
Allen Operations LLC 0.41% No change 6,906 $3.5M
Ables, Iannone, Moore & Associates, Inc. 1.99% Reduce -0.5% 6,873 $3.5M
Jag Capital Management, LLC 0.38% Reduce -2.3% 6,871 $3.5M
Parcion Private Wealth LLC 0.22% Add +21.1% 6,862 $3.4M
GoalVest Advisory LLC 0.73% Add +9.4% 6,859 $3.4M
Accurate Wealth Management, LLC 0.46% Add +3.1% 6,956 $3.4M
Plante Moran Financial Advisors, LLC 0.22% Reduce -29.7% 6,856 $3.4M
Prodigy Asset Management LLC 1.55% Reduce -2.8% 6,844 $3.4M
Farmers National Bank 0.82% Add +57.2% 6,844 $3.4M
Windsor Advisory Group, LLC 3.04% Add +15.2% 6,840 $3.4M
Financially Speaking Inc 2.26% Add +6603.9% 6,838 $3.4M
Adams Asset Advisors, LLC 0.45% Add +819.0% 6,837 $3.4M
Winebrenner Capital Management LLC 2.47% Reduce -1.0% 6,830 $3.4M
MGB Wealth Management, LLC 0.97% Reduce -12.6% 6,843 $3.4M
Aufman Associates Inc 1.93% Reduce -1.8% 6,808 $3.4M
Planning Center, Inc. 0.36% Reduce -0.1% 6,785 $3.4M
Altman Advisors, Inc. 1.30% Add +0.9% 6,771 $3.4M
Chilton Capital Management LLC 0.11% Reduce -2.7% 6,771 $3.4M
Mendota Financial Group, LLC 2.54% Reduce -10.3% 6,762 $3.4M
First National Bank of Mount Dora, Trust Investment Services 0.75% Reduce -3.5% 6,759 $3.4M
Retirement Income Solutions, Inc. 0.58% Add +3.3% 6,757 $3.4M
Plimoth Trust Co. LLC 0.77% Add +7.5% 6,755 $3.4M
Firethorn Wealth Partners, LLC 1.34% Reduce -1.9% 6,748 $3.4M
Hazlett, Burt & Watson, Inc. 1.19% Add +4.1% 6,719 $3.4M
Enhancing Capital LLC 2.46% No change 6,700 $3.4M
Vista Investment Partners LLC 0.94% Reduce -0.3% 6,696 $3.4M
Atlas Brown,Inc. 0.99% Reduce -0.9% 6,689 $3.4M
Orca Investment Management, LLC 2.75% Reduce -1.9% 6,688 $3.4M
PGIM Custom Harvest LLC 0.05% Reduce -0.2% 6,672 $3.4M
Alta Wealth Advisors LLC 1.20% Reduce -4.3% 6,670 $3.4M
Rockingstone Advisors LLC 1.65% Add +0.6% 6,663 $3.3M
BCGM Wealth Management, LLC 0.87% Add +2.8% 6,659 $3.3M
Rinkey Investments 0.89% Add +3.6% 6,650 $3.3M
World Equity Group, Inc. 0.76% Add +1.9% 6,648 $3.3M
Causey Wealth LLC 1.63% No change 6,646 $3.3M
McMill Wealth Management 0.95% Reduce -1.3% 6,629 $3.3M
Triad Wealth Partners, LLC 0.43% Add +66.0% 6,628 $3.3M
Canandaigua National Bank & Trust Co. 0.29% Reduce -4.7% 6,627 $3.3M
Lowe Brockenbrough & Co. Inc. 0.17% Reduce -7.7% 6,618 $3.3M
Altrius Capital Management Inc 0.76% No change 6,616 $3.3M
Financial Partners Group, Inc 0.41% Add +4.7% 6,612 $3.3M
GWN Securities Inc. 0.77% Add +16.8% 6,574 $3.3M
Cherokee Insurance Co 1.42% No change 6,600 $3.3M
Hiley Hunt Wealth Management 1.56% Add +4.1% 6,598 $3.3M
Intellectus Partners, LLC 0.64% Reduce -1.4% 6,595 $3.3M
KLCM Advisors, Inc. 0.33% Reduce -4.8% 6,593 $3.3M
Revolve Wealth Partners, LLC 0.40% Add +0.8% 6,590 $3.3M
Voya Financial Advisors, Inc. 0.32% Add +5.2% 6,635 $3.3M
KG Capital Management 0.90% Reduce -25.6% 6,542 $3.3M
Integrated Investment Consultants, LLC 0.56% Reduce -12.9% 6,531 $3.3M
G2 Capital Management, LLC / Oh 0.83% Add +15.9% 6,521 $3.3M
Sentry LLC 0.82% Reduce -7.5% 6,516 $3.3M
Newman Dignan & Sheerar, Inc. 0.71% Add +0.8% 6,516 $3.3M
VCI Wealth Management LLC 0.99% New 6,512 $3.3M
Rexford Capital Inc. 2.53% Reduce -2.7% 6,506 $3.3M
Walker Financial Services, Inc. 1.27% Reduce -11.3% 6,490 $3.3M
Maia Wealth LLC 0.55% Add +29.5% 6,553 $3.3M
Trust Co. of Oklahoma 0.96% No change 6,474 $3.3M
Caldwell Sutter Capital, Inc. 1.39% Reduce -2.2% 6,470 $3.3M
Pinion Investment Advisors, LLC 0.89% Reduce -33.7% 6,595 $3.2M
Prentiss Smith & Co. Inc. 1.83% Reduce -1.4% 6,436 $3.2M
NFSG Corp 0.48% Add +26.8% 6,432 $3.2M
Chesapeake Wealth Management 0.99% Reduce -0.4% 6,430 $3.2M
EPG Wealth Management LLC 0.89% Reduce -0.3% 6,421 $3.2M
CFO4Life Group, LLC 0.47% Add +26.4% 6,412 $3.2M
Thrive Wealth Management, LLC 0.49% Reduce -0.3% 6,407 $3.2M
Davidson Kahn Capital Management, LLC 1.79% Reduce -3.9% 6,393 $3.2M
Capital Planning Advisors, LLC 0.44% Reduce -11.5% 6,378 $3.2M
Lodestone Wealth Management LLC 1.44% Reduce -1.6% 6,373 $3.2M
Cambria Investment Management, L.P. 0.19% Add +222.4% 6,367 $3.2M
Centric Wealth Management 0.71% Add +6.7% 6,696 $3.2M
Texas Bank & Trust Co 1.21% Reduce -4.3% 6,360 $3.2M
Cordatus Wealth Management LLC 0.75% Add +0.8% 6,359 $3.2M
Select Asset Management & Trust 0.98% Add +0.6% 6,346 $3.2M
Keystone Financial Services 0.99% Add +5.0% 6,343 $3.2M
Secure Asset Management, LLC 0.53% Reduce -10.9% 6,400 $3.2M
Physician Wealth Advisors, Inc. 0.45% Add +27.8% 6,326 $3.2M
SevenBridge Financial Group, LLC 0.52% Reduce -3.4% 6,327 $3.2M
Wilkinson Global Asset Management LLC 0.20% Reduce -2.1% 6,312 $3.2M
Dale Q Rice Investment Management Ltd 2.24% Reduce -0.3% 6,380 $3.2M
Alps Advisors Inc. 0.02% Reduce -12.9% 6,303 $3.2M
Aull & Monroe Investment Management Corp 1.62% Add +1.6% 6,297 $3.2M
Nelson Capital Management, LLC 0.38% Add +2.9% 6,296 $3.2M
Madrona Financial Services, LLC 0.70% Add +0.0% 6,296 $3.2M
Kingstone Capital Partners Texas, LLC 1.83% Reduce -6.7% 6,276 $3.2M
Gilbert & Cook, Inc. 0.41% Add +8.6% 6,272 $3.2M
Intelligence Driven Advisers, LLC 0.44% Reduce -0.1% 6,271 $3.2M
SOL Capital Management CO 0.28% Add +0.1% 6,264 $3.1M
Panoramic Investment Advisors, LLC 1.77% Add +2.3% 6,261 $3.1M
Hohimer Wealth Management, LLC 0.44% Reduce -11.6% 6,245 $3.1M
Post Resch Tallon Group Inc. 2.79% Add +1.1% 6,243 $3.1M
Peoples Financial Services Corp. 1.42% Add +2.0% 6,241 $3.1M
Aprio Wealth Management, LLC 0.31% Add +5.1% 6,238 $3.1M
Clark Capital Management Group, Inc. 0.02% Add +18.6% 6,230 $3.1M
United Asset Strategies, Inc. 0.25% Add +22.7% 6,228 $3.1M
Northwest Quadrant Wealth Management, LLC 0.66% Reduce -0.8% 6,215 $3.1M
Legacy Financial Group, Inc. 0.86% Reduce -6.2% 6,213 $3.1M
RVW Wealth, LLC 0.24% Reduce -0.3% 6,212 $3.1M
Impact Capital Partners LLC 0.94% Reduce -9.3% 6,200 $3.1M
Adalta Capital Management LLC 1.41% No change 6,193 $3.1M
Vestor Capital, LLC 0.20% Reduce -97.5% 6,192 $3.1M
Foundation Wealth Management, LLC 2.11% Reduce -0.2% 6,176 $3.1M
Westfuller Advisors, LLC 1.41% Add +110.5% 6,175 $3.1M
Cubist Systematic Strategies, LLC 0.04% New 6,164 $3.1M
Lederer & Associates Investment Counsel 2.01% Reduce -10.7% 6,165 $3.1M
Meriwether Wealth & Planning, LLC 1.79% Add +19.5% 6,156 $3.1M
Riverbend Wealth Management, LLC 2.15% Add +1.1% 6,137 $3.1M
Fiduciary Financial Group, LLC 0.49% Add +1.1% 6,123 $3.1M
Altfest L J & Co. Inc. 0.34% Add +1.7% 6,123 $3.1M
Pinnacle Financial Group, LLC / IL 0.93% Reduce -0.5% 6,109 $3.1M
Cadent Capital Advisors, LLC 0.81% Reduce -22.5% 6,103 $3.1M
NorthCrest Asset Manangement, LLC 0.07% Add +24.7% 6,104 $3.1M
Caliber Wealth Management, LLC / KS 0.34% Reduce -13.9% 6,098 $3.1M
Fairtree Asset Management (Pty) Ltd 2.01% Add +183.7% 6,092 $3.1M
Leonard Rickey Investment Advisors P.L.L.C. 0.58% Add +2.8% 6,082 $3.1M
Founders Financial Securities LLC 0.21% Reduce -6.3% 6,079 $3.1M
Provident Trust Co. 0.05% No change 6,053 $3.0M
Sava Infond d.o.o. 0.43% No change 6,040 $3.0M
Golden State Wealth Management, LLC 0.33% Add +3.1% 6,024 $3.0M
Maple Capital Management, Inc. 0.20% Reduce -0.3% 6,023 $3.0M
Farnam Financial LLC 2.34% Reduce -3.3% 6,002 $3.0M
Baader Bank Aktiengesellschaft 0.25% Reduce -35.7% 6,538 $3.0M
Naples Global Advisors, LLC 0.23% Add +2.2% 5,989 $3.0M
Tealwood Asset Management Inc. 1.22% Add +20.8% 5,984 $3.0M
Condor Capital Management 0.25% Reduce -0.1% 5,982 $3.0M
Brandywine Trust Co. 0.46% No change 5,979 $3.0M
Vision Financial Markets LLC 2.56% No change 5,970 $3.0M
First National Bank of Hutchinson 1.59% Reduce -5.9% 5,961 $3.0M
TruWealth Advisors, LLC 0.15% Add +1.4% 5,955 $3.0M
Howard Capital Management Group, LLC 0.19% No change 5,954 $3.0M
Stevens Capital Partners 0.89% Reduce -10.0% 5,946 $3.0M
Brookwood Investment Group LLC 0.39% Add +61.5% 5,942 $3.0M
MMBG Investment Advisors Co. 0.26% Add +69.5% 5,939 $3.0M
Disciplined Investors, L.L.C. 2.12% Reduce -4.7% 5,929 $3.0M
Pine Harbor Wealth Management, LLC 0.95% Add +7.6% 5,915 $3.0M
Debussy Capital Management LP 0.42% Reduce -7.3% 5,912 $3.0M
Richmond Brothers, Inc. 1.87% Reduce -11.1% 5,895 $3.0M
Kesler, Norman & Wride, LLC 0.58% Reduce -19.1% 6,516 $3.0M
Convergence Financial, LLC 0.44% Reduce -0.1% 5,872 $3.0M
North Berkeley Wealth Management, LLC 2.32% Add +0.9% 5,859 $2.9M
Peak Retirement Planning, Inc. 0.83% Add +10.1% 5,858 $2.9M
Spinnaker Investment Group, LLC 0.55% Add +37.0% 5,853 $2.9M
Wellington Shields Capital Management, LLC 0.45% No change 5,850 $2.9M
Greenwich Wealth Management LLC 0.15% Add +0.0% 5,841 $2.9M
Sageworth Trust Co 0.14% Add +79.2% 5,829 $2.9M
Herold Advisors, Inc. 0.68% Reduce -0.2% 5,818 $2.9M
Sterneck Capital Management, LLC 1.36% No change 5,815 $2.9M
Shepherd Kaplan Krochuk, LLC 2.40% Reduce -0.3% 5,807 $2.9M
MCF Advisors LLC 0.18% Reduce -21.4% 5,806 $2.9M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.20% Add +16.2% 5,805 $2.9M
Burke & Herbert Bank & Trust Co. 0.63% No change 5,799 $2.9M
Armstrong, Fleming & Moore, Inc 1.39% Add +0.6% 5,797 $2.9M
LeClair Wealth Partners LLC 1.82% No change 5,797 $2.9M
Nicolet Bankshares Inc. 0.47% Reduce -1.4% 5,756 $2.9M
Touchstone Capital, Inc. 1.48% — 5,735 $2.9M
Kapstone Financial Advisors LLC 1.36% Reduce -2.6% 5,729 $2.9M
GFG Capital, LLC 0.99% Add +18.5% 5,725 $2.9M
WPWealth LLP 0.47% Add +0.7% 5,724 $2.9M
D. Scott Neal, Inc. 1.33% No change 5,719 $2.9M
Monarch Capital Management Inc. 0.70% Reduce -1.5% 5,697 $2.9M
Trexquant Investment LP 0.03% Reduce -42.2% 5,695 $2.9M
Sfm, LLC 1.66% Add +2.1% 5,690 $2.9M
Parr McKnight Wealth Management Group, LLC 0.38% Add +2.6% 5,685 $2.9M
American Investment Services, Inc. 0.69% No change 5,677 $2.9M
Brown Miller Wealth Management, LLC 0.81% Add +0.2% 5,670 $2.9M
Osterweis Capital Management Inc. 0.17% Reduce -1.6% 5,653 $2.8M
Elmwood Wealth Management, Inc. 1.01% Add +6.2% 5,646 $2.8M
Next Level Private LLC 0.82% Reduce -0.2% 5,671 $2.8M
Capasso Planning Partners LLC 1.77% Reduce -13.4% 5,637 $2.8M
Aspen Grove Capital, LLC 0.48% Reduce -6.3% 5,618 $2.8M
Curated Wealth Partners LLC 0.34% Add +2.6% 5,616 $2.8M
Investment Partners, LTD. 0.99% Reduce -0.7% 5,615 $2.8M
Sage Capital Advisors,llc 0.67% Reduce -1.9% 5,613 $2.8M
Lynx Investment Advisory 1.69% Add +1.8% 5,610 $2.8M
UNIVEST FINANCIAL Corp 0.16% Add +1.3% 5,601 $2.8M
Journey Beyond Wealth, LLC 2.32% No change 5,600 $2.8M
Syverson Strege & Co 0.67% Reduce -11.2% 5,598 $2.8M
Redwood Investment Management, LLC 0.30% Add +14.4% 5,592 $2.8M
Liberty Square Wealth Partners LLC 0.87% No change 5,577 $2.8M
Sound Income Strategies, LLC 0.15% Reduce -34.0% 5,644 $2.8M
Tectonic Advisors LLC 0.15% Reduce -6.0% 5,548 $2.8M
Intrua Financial, LLC 0.33% Reduce -15.5% 5,543 $2.8M
Park Edge Advisors, LLC 0.64% Add +21.7% 5,524 $2.8M
Capital International, Inc. 0.02% Add +6.9% 5,493 $2.8M
Base Wealth Management LLC 1.57% Add +10.7% 5,488 $2.8M
Goepper Burkhardt LLC 0.94% No change 5,486 $2.8M
FF Advisors,LLC 1.32% Add +0.9% 5,485 $2.8M
Silvia McColl Wealth Management, LLC 1.87% Reduce -0.1% 5,481 $2.8M
Mainstream Capital Management LLC 1.83% Add +3.4% 5,477 $2.8M
Bourgeon Capital Management LLC 0.51% No change 5,466 $2.7M
Triton Financial Group Inc 1.84% Reduce -1.6% 5,462 $2.7M
Kentucky Trust Co 1.49% Reduce -0.2% 5,458 $2.7M
Channing Global Advisors, LLC 1.90% Reduce -18.9% 5,457 $2.7M
Guardian Asset Advisors, LLC 1.48% Reduce -4.8% 5,456 $2.7M
Tyche Wealth Partners LLC 0.48% Add +4.6% 5,455 $2.7M
Black Diamond Financial, LLC 0.31% Add +13.5% 5,445 $2.7M
Camelot Portfolios, LLC 1.62% Reduce -9.6% 5,445 $2.7M
Alan B Lancz & Associates, Inc. 2.47% Reduce -1.0% 5,444 $2.7M
Alhambra Investment Management LLC 1.30% Add +0.3% 5,444 $2.7M
Stansberry Asset Management, LLC 0.29% Reduce -69.7% 5,438 $2.7M
Hillsdale Investment Management Inc. 0.08% Reduce -22.7% 5,433 $2.7M
Godsey & Gibb, Inc. 0.24% No change 5,430 $2.7M
Abacus Planning Group, Inc. 0.38% Add +6.4% 5,430 $2.7M
Keeler Thomas Management LLC 1.25% Reduce -2.7% 5,423 $2.7M
SkyOak Wealth, LLC 0.52% Add +0.3% 5,423 $2.7M
Interchange Capital Partners, LLC 0.53% Add +21.5% 5,419 $2.7M
Seelaus Asset Management LLC 2.20% Reduce -0.8% 5,412 $2.7M
Transatlantique Private Wealth LLC 0.89% Reduce -5.2% 5,398 $2.7M
1922 Investment Co LLC 89.35% Reduce -5.3% 5,397 $2.7M
Davidson Trust Co. 1.12% Reduce -20.2% 5,390 $2.7M
Guerra Pan Advisors, LLC 1.64% No change 5,389 $2.7M
Elwood & Goetz Wealth Advisory Group, LLC 0.52% Reduce -0.5% 5,389 $2.7M
Peachtree Investment Partners, LLC 0.94% Reduce -23.4% 5,385 $2.7M
Allen Mooney & Barnes Investment Advisors LLC 0.42% Reduce -2.7% 5,378 $2.7M
Cutler Investment Counsel LLC 0.28% Add +6.5% 5,377 $2.7M
Avion Wealth 0.58% Add +8.3% 5,375 $2.7M
KWB Wealth 0.30% Reduce -3.6% 5,535 $2.7M
McAdam, LLC 0.13% Add +3.9% 5,346 $2.7M
AAFMAA Wealth Management & Trust LLC 1.06% Add +2.1% 5,338 $2.7M
FWG Holdings, LLC 1.16% Add +2.2% 5,635 $2.7M
Massachusetts Wealth Management 1.33% Add +0.9% 5,327 $2.7M
AllGen Financial Advisors, Inc. 0.66% Reduce -13.0% 5,326 $2.7M
Barnes Pettey Financial Advisors, LLC 1.47% Add +36.2% 5,319 $2.7M
Liberty Wealth Management LLC 0.38% Reduce -4.3% 5,298 $2.7M
Peregrine Asset Advisers, Inc. 0.80% Add +0.1% 5,303 $2.7M
Berman McAleer LLC 0.37% — 5,303 $2.7M
Meyer Handelman Co. 0.08% Add +1.9% 5,290 $2.7M
Willner & Heller, LLC 2.04% Add +17.6% 5,289 $2.7M
Ballew Advisors, Inc 1.48% Reduce -1.4% 5,358 $2.7M
Wealth Effects LLC 0.85% Add +5.8% 5,285 $2.7M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -7.5% 5,273 $2.7M
Keebeck Wealth Management 0.31% Add +2.8% 5,273 $2.7M
Fishman Jay A Ltd. 0.23% Add +0.3% 5,270 $2.6M
Firestone Capital Management 0.57% Reduce -1.7% 5,266 $2.6M
Richards, Merrill & Peterson, Inc. 1.14% Add +3.5% 5,263 $2.6M
Gallagher Capital Advisors, LLC 1.52% Reduce -0.9% 5,567 $2.6M
Hamilton Point Investment Advisors, LLC 0.41% Reduce -3.1% 5,235 $2.6M
Octavia Wealth Advisors, LLC 0.26% Add +5.9% 5,234 $2.6M
Sulzberger Capital Advisors, Inc. 2.93% No change 5,222 $2.6M
Acorn Wealth Advisors, LLC 0.82% Add +3.4% 5,211 $2.6M
Keystone Wealth Services, LLC 0.57% Add +0.0% 5,208 $2.6M
Pin Oak Investment Advisors Inc. 1.87% Add +9.1% 5,203 $2.6M
Independent Wealth Network Inc. 0.84% Add +7.2% 5,200 $2.6M
Tanager Wealth Management LLP 0.27% Reduce -0.5% 5,194 $2.6M
Vaughan David Investments LLC 0.06% Reduce -1.4% 5,194 $2.6M
CPA Asset Management Group, LLC 1.00% No change 5,184 $2.6M
Northwest Bancshares, Inc. 0.43% No change 5,179 $2.6M
1900 Wealth Management LLC 0.18% Add +0.2% 5,173 $2.6M
Delphi Management Inc. 2.41% Reduce -7.9% 5,171 $2.6M
Three Seasons Wealth, LLC 0.26% Reduce -1.1% 5,156 $2.6M
Powell Investment Advisors, LLC 0.91% Reduce -2.8% 5,155 $2.6M
Victory Financial Group, LLC 0.36% Reduce -6.0% 5,152 $2.6M
Headinvest, LLC 0.54% Add +1.7% 5,151 $2.6M
Stockman Wealth Management, Inc. 0.32% Reduce -8.8% 5,138 $2.6M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.53% No change 5,147 $2.6M
Fingerlakes Wealth Management, Inc. 1.68% Reduce -0.1% 5,121 $2.6M
Raelipskie Partnership 1.11% Add +2.0% 5,121 $2.6M
Mirabaud & Cie SA 0.82% Reduce -4.7% 5,121 $2.6M
Perpetual Ltd 0.03% Add +53.0% 5,116 $2.6M
BSW Wealth Partners 0.32% Add +1.4% 5,113 $2.6M
Plan A Wealth LLC 1.31% Reduce -0.9% 5,111 $2.6M
Burt Wealth Advisors 0.63% New 5,109 $2.6M
MASTERINVEST Kapitalanlage GmbH 0.25% Add +4.9% 5,108 $2.6M
Wrapmanager Inc. 0.79% Reduce -15.4% 5,104 $2.6M
Winmill & Co. Inc. 0.62% No change 5,100 $2.6M
Terra Nova Asset Management LLC 1.62% Reduce -0.5% 5,096 $2.6M
United Bank 0.89% Reduce -5.9% 5,084 $2.6M
CYBER HORNET ETFs LLC 1.64% Add +3.6% 5,083 $2.6M
Sippican Capital Advisors 1.69% No change 5,076 $2.6M
Cromwell Holdings LLC 1.36% No change 5,073 $2.6M
Insight 2811, Inc. 1.14% Add +0.0% 5,071 $2.5M
Kellett Wealth Advisors, LLC 1.54% Add +4.2% 5,064 $2.5M
Aspire Capital Advisors LLC 0.63% Add +0.8% 5,064 $2.5M
Blake Schutter Theil Wealth Advisors, LLC 2.51% Reduce -0.6% 5,047 $2.5M
Traveka Wealth, LLC 1.13% Reduce -1.3% 5,039 $2.5M
Nautilus Advisors LLC 1.70% Add +21.3% 5,032 $2.5M
Legacy Edge Advisors, LLC 0.30% Add +2.6% 5,032 $2.5M
Romano Brothers and Company 0.29% No change 5,032 $2.5M
Steinberg Asset Management LLC 1.81% No change 5,025 $2.5M
Werba Rubin Papier Wealth Management 0.41% Add +51.0% 5,018 $2.5M
Townsend Asset Management Corp. /NC/ 0.90% Reduce -15.3% 5,017 $2.5M
Garrison Point Advisors, LLC 1.06% Add +0.4% 5,007 $2.5M
Linscomb Wealth, Inc. 0.11% Reduce -0.0% 5,005 $2.5M
Bayesian Capital Management, LP 0.51% New 5,000 $2.5M
MJP Associates Inc. 0.33% Add +0.7% 4,994 $2.5M
Three Bridge Wealth Advisors, LLC 0.65% Reduce -18.0% 4,993 $2.5M
International Private Wealth Advisors LLC 1.58% Add +96.0% 4,982 $2.5M
Secured Retirement Advisors, LLC 1.40% Add +9.9% 4,982 $2.5M
Scissortail Wealth Management, LLC 0.54% Add +1.1% 4,965 $2.5M
QTR Family Wealth, LLC 1.18% Add +8.5% 4,961 $2.5M
Kercheville Advisors, LLC 0.75% Reduce -4.3% 4,960 $2.5M
West Michigan Advisors, LLC 0.60% Add +98.7% 4,960 $2.5M
Tranquility Partners, LLC 0.84% Reduce -0.8% 4,953 $2.5M
Compass Capital Corp. /Ma/ 1.09% Add +55.4% 7,379 $2.5M
North Star Asset Management Inc. 0.10% Add +1.3% 4,939 $2.5M
Tsfg, LLC 0.39% Reduce -6.8% 4,934 $2.5M
Invera Wealth Advisors, LLC 1.53% Add +0.3% 4,931 $2.5M
Keystone Financial Services, LLC 1.73% Add +2.5% 4,930 $2.5M
Greenup Street Wealth Management LLC 0.38% Add +301.1% 4,929 $2.5M
ROI Financial Advisors, LLC 1.48% Add +17.9% 4,926 $2.5M
Cascades Capital Asset Management, LLC 1.11% Reduce -0.2% 4,925 $2.5M
Hills Bank & Trust Co 0.15% Reduce -7.5% 4,912 $2.5M
Evernest Financial Advisors, LLC 0.69% No change 4,909 $2.5M
1858 Wealth Management, LLC 1.73% Reduce -18.4% 4,901 $2.5M
Sage Investment Counsel LLC 2.71% Reduce -0.4% 4,870 $2.4M
Vista Investment Partners Ii, LLC 1.14% Add +0.4% 4,868 $2.4M
Elevate Capital Advisors, LLC 1.70% Add +5.1% 4,863 $2.4M
Boomfish Wealth Group, LLC 1.32% Add +1.0% 4,862 $2.4M
Richard P Slaughter Associates Inc 0.53% Reduce -28.9% 4,862 $2.4M
Lantern Wealth Advisors, LLC 1.27% Reduce -9.4% 4,840 $2.4M
Arbor Investment Advisors, LLC 0.31% Reduce -14.8% 4,838 $2.4M
New Republic Capital, LLC 0.74% Add +3.1% 4,829 $2.4M
Financial Connections Group, Inc. 0.95% No change 4,827 $2.4M
Cove Private Wealth, LLC 0.78% Add +5.1% 4,822 $2.4M
Sentry Investment Management LLC 1.62% Reduce -18.1% 4,849 $2.4M
IAG Wealth Partners, LLC 0.29% Reduce -0.5% 4,819 $2.4M
Seven Post Investment Office LP 0.87% Reduce -2.7% 4,818 $2.4M
Sigma Investment Counselors Inc. 0.13% Reduce -0.1% 4,807 $2.4M
Act Two Investors LLC 0.43% Add +0.4% 4,798 $2.4M
Family Legacy, Inc. 0.74% Add +1.8% 4,797 $2.4M
Tactive Advisors, LLC 0.68% Add +9.6% 4,795 $2.4M
Legacy Trust 0.47% Add +22.5% 4,788 $2.4M
O'ROURKE & COMPANY, Inc 1.01% Reduce -4.2% 4,786 $2.4M
Pursue Wealth Partners LLC 1.32% Reduce -21.8% 4,784 $2.4M
Grove Bank & Trust 0.28% Reduce -0.1% 4,780 $2.4M
Bensler, LLC 0.25% Reduce -4.9% 4,779 $2.4M
Insight Inv LLC 1.41% Add +2.4% 4,771 $2.4M
Prudent Man Advisors, LLC 0.88% Reduce -17.1% 4,693 $2.4M
Motiv8 Investments LLC 1.27% Add +13.6% 4,767 $2.4M
Armbruster Capital Management, Inc. 0.41% Add +9.9% 4,759 $2.4M
Droms Strauss Advisors Inc. /Mo/ 0.69% No change 4,746 $2.4M
Dean Investment Associates, LLC 0.33% Reduce -1.8% 4,744 $2.4M
Doheny Asset Management 1.51% Add +3.8% 4,740 $2.4M
BankPlus Trust Department 0.64% No change 4,734 $2.4M
Dimension Capital Management LLC 0.35% Reduce -43.6% 4,728 $2.4M
Murphy, Middleton, Hinkle & Parker, Inc. 1.16% No change 4,718 $2.4M
TFB Advisors LLC 0.69% Reduce -9.8% 4,782 $2.4M
James J. Burns & Company, LLC 0.35% No change 4,715 $2.4M
Granite Harbor Advisors, Inc. 1.00% Add +6.3% 4,710 $2.4M
Key Financial Inc 0.44% Add +4.9% 4,747 $2.4M
Brass Tax Wealth Management, Inc. 0.39% Add +8.9% 4,704 $2.4M
Cornerstone Financial Group, LLC 1.83% Add +0.0% 4,703 $2.4M
Roberts Capital Advisors, LLC 2.63% New 4,700 $2.4M
Zullo Investment Group, Inc. 0.87% Add +0.5% 4,696 $2.4M
First Bank & Trust 0.40% Add +38.3% 4,693 $2.4M
Net Worth Advisory Group 0.68% Reduce -12.6% 4,691 $2.4M
Cary Street Partners Investment Advisory LLC 0.99% Add +24.3% 4,688 $2.4M
Lutz Financial Services LLC 0.17% Add +5.1% 4,688 $2.4M
Piscataqua Savings Bank 1.84% Reduce -0.9% 4,688 $2.4M
LVM Capital Management Ltd. 0.23% No change 4,685 $2.4M
Onyx Bridge Wealth Group LLC 0.26% Add +56.3% 4,681 $2.4M
Ames National Corp. 1.40% No change 4,674 $2.3M
FUKOKU MUTUAL LIFE INSURANCE Co 0.14% Reduce -7.2% 4,669 $2.3M
Bell Bank 0.10% Add +3.5% 4,669 $2.3M
Fortune 45 LLC 1.19% Add +5.5% 4,699 $2.3M
KilterHowling LLC 1.31% No change 4,664 $2.3M
Bison Wealth, LLC 0.22% Reduce -2.9% 4,900 $2.3M
Vawter Financial, Ltd. 1.06% Add +682.3% 4,639 $2.3M
Weaver Consulting Group 0.59% Add +4.0% 4,639 $2.3M
Stonebridge Capital Advisors LLC 0.17% Reduce -0.7% 4,636 $2.3M
Flagship Wealth Advisors, LLC 0.77% Reduce -42.7% 4,636 $2.3M
Invst, LLC 0.26% Reduce -1.4% 4,635 $2.3M
Westside Investment Management, Inc. 0.37% Add +7.3% 4,660 $2.3M
Concorde Financial Corp 1.29% Add +0.9% 4,630 $2.3M
Value Partners Investments Inc. 0.19% Add +3.3% 4,631 $2.3M
Mattern Wealth Management LLC 0.46% Reduce -8.6% 4,622 $2.3M
Absolute Capital Management, LLC 1.00% Reduce -1.4% 4,620 $2.3M
Centurion Wealth Management LLC 0.53% Add +0.2% 4,619 $2.3M
Heartland Bank & Trust Co 0.96% Reduce -0.3% 4,618 $2.3M
RD Lewis Holdings, Inc. 2.18% Add +7.8% 4,621 $2.3M
Heritage Investment Group, Inc. 0.37% Reduce -9.8% 4,606 $2.3M
Summa Corp. 1.02% Add +5.3% 4,601 $2.3M
Strategic Wealth Partners, Ltd. 0.17% Reduce -55.8% 4,601 $2.3M
Hudson Canyon Capital Management 1.33% Reduce -3.3% 4,857 $2.3M
Annis Gardner Whiting Capital Advisors, LLC 0.48% Add +1.5% 4,595 $2.3M
LCNB Corp. 0.81% Reduce -2.4% 4,595 $2.3M
a16z Perennial Management, L.P. 0.18% Add +45850.0% 4,595 $2.3M
Colrain Capital LLC 1.31% Add +31.1% 4,590 $2.3M
Deseret Mutual Benefit Administrators 0.97% Reduce -3.0% 4,578 $2.3M
Capitol Family Office, Inc. 2.79% Add +0.4% 4,574 $2.3M
Elevation Wealth Partners, LLC 0.83% Reduce -2.4% 4,573 $2.3M
M&G PLC 0.01% New 4,569 $2.3M
Crowley Wealth Management, Inc. 1.83% No change 4,568 $2.3M
Park Capital Management, LLC / WI 1.83% Add +0.5% 4,558 $2.3M
Benin Management CORP 0.54% No change 4,537 $2.3M
Edgewood Management LLC 0.01% No change 4,532 $2.3M
Alliance Wealth Advisors, LLC 1.14% Add +1.7% 4,528 $2.3M
Machina Capital S.A.S. 0.40% Reduce -20.9% 4,525 $2.3M
PKS Advisory Services, LLC 0.53% Add +3.9% 4,512 $2.3M
Strategic Financial Services, Inc. 0.11% Add +0.3% 4,512 $2.3M
Brown Financial Advisors 0.84% Add +1.7% 4,511 $2.3M
Unique Wealth Strategies, LLC 0.89% Reduce -20.9% 4,508 $2.3M
Members Trust Co 0.07% Add +2.3% 4,507 $2.3M
Snider Financial Group 0.62% Reduce -4.5% 4,498 $2.3M
bLong Financial, LLC 1.58% Add +3.1% 4,497 $2.3M
Trail Ridge Investment Advisors, LLC 1.01% Add +0.7% 4,496 $2.3M
Lakeshore Capital Group, Inc. 1.82% Add +3.6% 4,495 $2.3M
White Lighthouse Investment Management Inc. 0.34% Add +3.6% 4,490 $2.3M
Strategic Investment Advisors / MI 0.20% Reduce -1.6% 4,580 $2.3M
SFE Investment Counsel 0.36% Reduce -4.9% 4,477 $2.3M
Hall Capital Management Co. Inc. 0.89% Add +0.4% 4,473 $2.2M
Cerro Pacific Wealth Advisors LLC 0.62% Reduce -4.3% 4,470 $2.2M
Mitchell Sinkler & Starr 1.01% Add +0.6% 4,468 $2.2M
Yelin Lapidot Holdings Management Ltd. 0.47% No change 4,450 $2.2M
Trust Co. of Toledo NA 0.22% Add +13.1% 4,441 $2.2M
Agate Pass Investment Management, LLC 0.85% Add +7.1% 4,436 $2.2M
Yarger Wealth Strategies, LLC 1.02% Add +0.9% 4,431 $2.2M
Geo Capital Gestora de Recursos Ltd 4.06% Add +84.4% 4,409 $2.2M
Patrick Mauro Investment Advisor, INC. 1.16% Add +476.5% 4,393 $2.2M
Enterprise Financial Services Corp 1.14% Reduce -0.2% 4,393 $2.2M
Prentice Wealth Management LLC 0.54% Add +2.4% 4,392 $2.2M
Archer Investment Corp 0.50% Reduce -22.6% 4,392 $2.2M
Kingsman Wealth Management, Inc. 1.23% Add +0.2% 4,391 $2.2M
Fulcrum Equity Management 2.23% Reduce -0.7% 4,389 $2.2M
Monetary Management Group Inc. 0.51% Reduce -10.3% 4,388 $2.2M
Laurel Wealth Planning LLC 1.16% No change 4,378 $2.2M
Hilltop Partners LLC 0.66% Add +23.8% 4,377 $2.2M
Portland Global Advisors LLC 0.24% Reduce -3.4% 4,364 $2.2M
Nordwand Advisors, LLC 0.35% Add +45.6% 4,360 $2.2M
Bluesphere Advisors LLC 1.00% Reduce -5.9% 4,357 $2.2M
Twin City Private Wealth, LLC 1.71% Reduce -13.8% 4,347 $2.2M
Brown Financial Advisory 1.14% No change 4,346 $2.2M
McLean Asset Management Corp 0.45% Add +0.4% 4,365 $2.2M
Hunter Associates Investment Management LLC 0.30% No change 4,344 $2.2M
Summit Wealth Group LLC / Co. 0.23% Add +97.6% 6,224 $2.2M
Maridea Wealth Management LLC 0.34% Add +94.1% 4,407 $2.2M
Black Swift Group, LLC 0.38% Reduce -7.9% 4,325 $2.2M
Stamos Capital Partners, L.P. 0.41% Reduce -2.6% 4,325 $2.2M
Silverlake Wealth Management LLC 0.53% Add +4.1% 4,323 $2.2M
Stillwater Wealth Management Group 1.52% — 4,315 $2.2M
Hemenway Trust Co LLC 0.17% Reduce -1.3% 4,315 $2.2M
Corrado Advisors, LLC 1.17% Reduce -0.5% 4,314 $2.2M
Two West Capital Advisors LLC 1.31% Reduce -8.6% 4,402 $2.2M
Fiduciary Family Office, LLC 0.62% Reduce -10.4% 4,306 $2.2M
Rollins Financial Advisors, LLC 0.33% Add +5.3% 4,303 $2.2M
Pachira Investments Inc. 1.21% Reduce -4.1% 4,300 $2.2M
Boulder Wealth Advisors, LLC 1.00% — 4,299 $2.2M
Acorns Advisers, LLC 0.02% Add +17.0% 4,281 $2.2M
Gilder Gagnon Howe & Co. LLC 0.02% Reduce -2.8% 4,279 $2.2M
JT Stratford LLC 0.29% Add +38.7% 4,278 $2.2M
Eclectic Associates Inc. 0.39% Add +56.1% 4,274 $2.1M
Argyle Capital Partners, LLC 1.54% Add +4.9% 4,273 $2.1M
Cannon Financial Strategists, Inc. 0.31% Add +7.6% 4,264 $2.1M
Revisor Wealth Management LLC 0.74% Reduce -8.4% 4,312 $2.1M
Pennington Partners & Co., LLC 1.01% No change 4,254 $2.1M
Gibbs Wealth Management 0.48% Reduce -16.8% 4,246 $2.1M
Generali Investments, Management Co LLC 0.45% Add +95.3% 4,245 $2.1M
Greatmark Investment Partners, Inc. 0.26% Reduce -0.4% 4,244 $2.1M
Financial Enhancement Group LLC 0.29% Add +3.0% 4,261 $2.1M
Two Sigma Securities, LLC 0.31% New 4,226 $2.1M
First Financial Bank - Trust Division 0.18% No change 4,220 $2.1M
Capstone Financial Advisors, Inc. 0.11% Add +7.7% 4,217 $2.1M
Elyxium Wealth, LLC 0.74% Add +3.8% 4,215 $2.1M
Emprise Bank 0.91% Reduce -1.4% 4,211 $2.1M
Liberty Capital Management, Inc. 0.40% Add +0.7% 4,210 $2.1M
Galvin, Gaustad & Stein, LLC 0.17% Add +20.8% 4,196 $2.1M
Gateway Wealth Partners, LLC 0.28% Add +6.8% 4,195 $2.1M
Occidental Asset Management, LLC 0.26% Add +14.3% 4,191 $2.1M
CVFG LLC 1.52% Add +1.0% 4,185 $2.1M
Charter Oak Capital Management, LLC 0.16% Add +1.1% 4,179 $2.1M
Wealthspan Partners, LLC 0.81% Add +6.6% 4,177 $2.1M
Bantamac Capital, LLC 1.59% Add +0.0% 4,176 $2.1M
Comprehensive Financial Planning, Inc. 1.44% No change 4,175 $2.1M
Activest Wealth Management 0.42% Add +6.2% 4,175 $2.1M
Variant Private Wealth, LLC 1.94% Reduce -1.5% 4,172 $2.1M
CMG Global Holdings, LLC 1.02% Add +2.4% 4,222 $2.1M
JMG Financial Group, Ltd. 0.06% Reduce -2.1% 4,153 $2.1M
Clear Creek Financial Management, LLC 0.18% Add +1.6% 4,150 $2.1M
Unique Wealth, LLC 0.31% Reduce -5.2% 4,147 $2.1M
Northstar Asset Management Inc. 0.54% Add +1.2% 4,139 $2.1M
One Day In July LLC 0.18% Add +5.1% 4,139 $2.1M
Perissos Private Wealth Management, LLC 1.51% No change 4,138 $2.1M
Levin Capital Strategies, L.P. 0.19% No change 4,135 $2.1M
LaSalle St. Investment Advisors, LLC 0.37% Add +1.3% 4,133 $2.1M
Key Client Fiduciary Advisors, LLC 0.70% Reduce -0.1% 4,133 $2.1M
Allied Investment Advisors, LLC 0.33% Add +11.0% 4,129 $2.1M
Hemington Wealth Management 0.27% Add +9.7% 4,128 $2.1M
First Commonwealth Financial Corp 0.35% Reduce -0.5% 4,125 $2.1M
Spirit of America Management Corp. 0.42% No change 4,120 $2.1M
Power Wealth Management LLC 0.75% Reduce -0.5% 4,115 $2.1M
Legato Capital Management LLC 0.23% No change 4,110 $2.1M
Rezny Wealth Management, Inc. 0.46% Add +0.3% 4,107 $2.1M
Prestige Wealth Management Group LLC 0.40% No change 4,093 $2.1M
Steigerwald, Gordon & Koch Inc. 0.20% Add +5.3% 4,089 $2.1M
Fuller & Thaler Asset Management, Inc. 0.01% No change 4,088 $2.1M
Optimum Investment Advisors 0.81% Reduce -1.7% 4,085 $2.1M
Pennsylvania Capital Management Inc. 0.60% Reduce -1.2% 4,081 $2.1M
Sandbox Financial Partners, LLC 0.58% Reduce -1.2% 4,063 $2.0M
Lumbard & Kellner, LLC 0.75% Add +33.6% 4,062 $2.0M
Affiance Financial, LLC 0.37% Add +9.7% 4,055 $2.0M
Atwood & Palmer Inc. 0.12% Reduce -3.6% 4,054 $2.0M
Bangor Savings Bank 0.17% Reduce -1.3% 4,044 $2.0M
Blue Chip Partners, LLC 0.15% Add +3.9% 4,043 $2.0M
McBroom & Associates, LLC 0.97% Reduce -6.3% 4,038 $2.0M
Advisory Resource Group 0.36% Add +0.1% 4,038 $2.0M
Petra Financial Advisors Inc. 1.18% Reduce -28.5% 4,029 $2.0M
Brucke Financial, Inc. 1.19% Reduce -1.5% 4,241 $2.0M
Viawealth, LLC 1.10% Reduce -2.1% 4,019 $2.0M
Wealth Advisory Solutions, LLC 0.49% Add +0.8% 4,019 $2.0M
Clark Asset Management, LLC 0.23% Add +4.4% 4,018 $2.0M
KDT Advisors, LLC 2.95% Reduce -12.9% 4,014 $2.0M
Seven Mile Advisory 0.33% Add +60.1% 4,013 $2.0M
Verity & Verity, LLC 0.16% No change 4,010 $2.0M
Point72 Europe (London) LLP 0.11% Reduce -96.7% 4,004 $2.0M
Quantum Private Wealth, LLC 0.59% Reduce -1.6% 3,999 $2.0M
Prosperity Planning, Inc. 0.76% No change 3,996 $2.0M
Mindset Wealth Management, LLC 0.54% Add +1.0% 3,976 $2.0M
Chesley Taft & Associates LLC 0.08% Reduce -2.2% 3,973 $2.0M
Empire Financial Management Company, LLC 0.46% Add +3.1% 3,967 $2.0M
Guardian Partners Inc. 0.17% Add +0.1% 4,003 $2.0M
Grant Street Asset Management, Inc. 0.42% Add +0.1% 3,965 $2.0M
Wealth Quarterback LLC 0.77% Reduce -6.0% 3,962 $2.0M
Lagoda Investment Management, L.P. 1.13% Add +109.5% 3,960 $2.0M
Spectrum Planning & Advisory Services Inc. 1.12% Add +37.6% 3,956 $2.0M
Greenspring Advisors, LLC 0.35% — 3,954 $2.0M
Francis Financial, Inc. 0.35% Add +4.1% 3,024 $2.0M
Smart Money Group LLC 0.59% Add +2.1% 3,930 $2.0M
Integrity Financial Corp 0.94% Add +1.6% 3,928 $2.0M
Gill Capital Partners, LLC 0.60% Reduce -2.8% 3,922 $2.0M
Byrne Asset Management LLC 1.41% Reduce -0.6% 3,914 $2.0M
Creative Financial Designs Inc. 0.13% Reduce -1.8% 3,908 $2.0M
CNB Bank 0.82% Add +1.0% 3,907 $2.0M
TriaGen Wealth Management LLC 0.51% Reduce -21.8% 3,907 $2.0M
TCFG Wealth Management, LLC 0.77% Reduce -8.6% 3,906 $2.0M
Charles Schwab Trust Co 0.13% Add +1.3% 3,903 $2.0M
Abacus Wealth Partners, LLC 0.28% Add +6.8% 3,901 $2.0M
Catalyst Funds Management Pty Ltd 0.30% New 3,900 $2.0M
Summit Wealth & Retirement Planning, Inc. 0.48% Add +0.3% 3,894 $2.0M
Hickory Point Bank & Trust 1.46% Add +0.1% 3,891 $2.0M
Oak Thistle LLC 0.30% Reduce -53.3% 3,883 $2.0M
Bridgewealth Advisory Group, LLC 0.45% Reduce -4.5% 3,881 $2.0M
Community Bank of Raymore 1.35% Add +6.6% 3,876 $1.9M
Wealth Advisors of Tampa Bay, LLC 0.65% No change 3,875 $1.9M
Resources Management Corp. /CT/ 0.25% No change 3,875 $1.9M
Proffitt & Goodson Inc. 0.28% Reduce -0.1% 3,872 $1.9M
Wedgewood Investors Inc. 2.13% Reduce -2.5% 3,866 $1.9M
MV Capital Management, Inc. 0.19% Add +0.1% 3,861 $1.9M
Canopy Partners, LLC 0.65% Add +14.6% 3,856 $1.9M
S.E.E.D. Planning Group LLC 0.56% Reduce -1.0% 3,856 $1.9M
Tandem Capital Management Corp. 0.90% Add +14.3% 3,848 $1.9M
Round Rock Advisors LLC 0.31% Reduce -15.7% 3,844 $1.9M
DecisionMap Wealth Management, LLC 1.24% Reduce -0.3% 3,842 $1.9M
Kidder Stephen W 0.55% Reduce -1.9% 3,841 $1.9M
Capital Wealth Planning, LLC 0.01% No change 3,840 $1.9M
Inceptionr LLC 0.47% New 3,834 $1.9M
Wulff, Hansen & Co. 1.66% Reduce -6.8% 3,832 $1.9M
Asset Planning,Inc 1.39% No change 3,831 $1.9M
Florida Financial Advisors, LLC 0.59% Reduce -79.0% 3,831 $1.9M
Sage Capital Management, LLC 0.86% No change 3,821 $1.9M
Alpha Family Trust 0.90% No change 3,820 $1.9M
Susquehanna Fundamental Investments, LLC 0.07% Reduce -68.0% 3,816 $1.9M
Encompass Wealth Advisors, LLC 0.65% Reduce -1.2% 3,813 $1.9M
Stephen J. Garry & Associates, LLC 1.53% Reduce -6.0% 3,812 $1.9M
Virtus Investment Advisers, LLC 0.55% Add +46.0% 3,808 $1.9M
Second Line Capital, LLC 0.40% Add +1.6% 3,803 $1.9M
Bolthouse Investments, LLC 1.73% No change 3,801 $1.9M
Stonebrook Private Inc. 0.41% Add +0.2% 3,797 $1.9M
Wealth Advisors of Iowa, LLC 0.65% Add +5.2% 3,795 $1.9M
Antonelli Financial Advisors, LLC 1.29% Reduce -10.0% 3,791 $1.9M
Goldstone Financial Group, LLC 0.23% Add +19.7% 3,791 $1.9M
Altus Wealth Group LLC 0.78% Reduce -11.7% 3,790 $1.9M
Cairn Investment Group, Inc. 0.87% No change 3,787 $1.9M
Lee Johnson Capital Management, LLC 0.63% Reduce -11.5% 3,785 $1.9M
Measured Risk Portfolios, Inc. 2.06% Add +0.7% 3,778 $1.9M
Gold Investment Management Ltd. 0.64% No change 3,778 $1.9M
Sharkey, Howes & Javer 0.24% Add +1.8% 3,776 $1.9M
Madison Wealth Partners, Inc 0.37% Reduce -17.2% 3,765 $1.9M
Silver Grove Financial Group, Inc. 1.80% — 3,765 $1.9M
Cypress Financial Planning LLC 0.58% Add +0.2% 3,765 $1.9M
Camden National Bank 0.26% Reduce -1.5% 3,756 $1.9M
Tranquilli Financial Advisor LLC 1.12% Reduce -12.7% 3,755 $1.9M
Olde Wealth Management, LLC 0.58% — 3,791 $1.9M
MTM Investment Management, LLC 0.60% Add +2.7% 3,746 $1.9M
Kassira Wealth Management LLC 1.81% — 3,742 $1.9M
Tandem Investment Partners LLC 1.54% Reduce -0.5% 3,740 $1.9M
tru Independence LLC 0.49% Add +5.1% 3,740 $1.9M
Shepherd Financial Partners LLC 0.18% Add +0.5% 3,732 $1.9M
Spectrum Strategic Capital Management, LLC 1.12% Add +2.1% 3,731 $1.9M
Hall Laurie J Trustee 0.61% Reduce -1.2% 3,727 $1.9M
Trek Financial, LLC 0.11% Reduce -13.2% 3,726 $1.9M
Watts Gwilliam & Co., LLC 0.30% No change 3,723 $1.9M
Vicus Capital 0.14% Add +10.2% 3,720 $1.9M
Provident Co of the Employees of the Hebrew University LTD 1.86% No change 3,722 $1.9M
Atlas Legacy Advisors, LLC 0.36% Add +15.5% 3,710 $1.9M
Whelan Financial 0.59% Add +4.8% 3,709 $1.9M
Coordinated Financial Services, Inc. 1.21% Add +1.0% 3,698 $1.9M
Arbor Wealth Advisors LLC 1.39% No change 3,694 $1.9M
Van Strum & Towne Inc. 0.55% No change 3,691 $1.9M
Sterling Financial Group, Inc. 0.59% Reduce -0.9% 3,687 $1.9M
D.B. Root & Company, LLC 0.47% Reduce -1.8% 3,687 $1.9M
Paragon Capital Management LLC 0.89% Reduce -2.3% 3,684 $1.9M
Capital Management Associates, Inc 0.50% Reduce -1.0% 3,683 $1.9M
Register Financial Advisors LLC 0.73% Reduce -0.6% 3,681 $1.9M
Jackson, Grant Investment Advisers, Inc. 0.62% No change 3,680 $1.9M
Parallax Volatility Advisers, L.P. 0.06% Reduce -86.8% 3,679 $1.8M
Alliance Wealth Advisors, LLC 0.43% Reduce -2.3% 3,669 $1.8M
Cyndeo Wealth Partners, LLC 0.10% Add +0.4% 3,668 $1.8M
Investment Advisory Group, LLC 0.50% Reduce -1.5% 3,662 $1.8M
ZEGA Investments, LLC 0.42% Add +1.8% 3,662 $1.8M
Ring Mountain Capital, LLC 1.02% Add +2.5% 3,654 $1.8M
MainStreet Investment Advisors LLC 0.25% Add +15.1% 3,650 $1.8M
Catalina Capital Group, LLC 1.13% Reduce -3.3% 3,646 $1.8M
M1 Capital Management LLC 0.79% No change 3,634 $1.8M
Argent Advisors, Inc. 0.54% Add +111.5% 3,634 $1.8M
Castle Rock Wealth Management, LLC 0.40% Add +0.2% 3,694 $1.8M
Landmark Wealth Management, Inc. 0.71% No change 3,628 $1.8M
Mine & Arao Wealth Creation & Management, LLC. 0.74% Add +0.2% 3,626 $1.8M
Trifecta Capital Advisors, LLC 0.28% Reduce -19.0% 3,616 $1.8M
Eldridge Investment Advisors, Inc. 0.41% No change 3,607 $1.8M
Bearing Point Capital, LLC 0.31% Reduce -5.5% 3,587 $1.8M
Manchester Financial Inc. 0.36% Add +20.5% 3,581 $1.8M
Verum Partners LLC 0.38% Reduce -2.8% 3,577 $1.8M
Wellspring Financial Advisors, LLC 0.16% Reduce -3.4% 3,569 $1.8M
MPS Loria Financial Planners, LLC 0.48% Add +1.0% 3,566 $1.8M
Grey Fox Wealth Advisors, LLC 0.37% Add +3.3% 3,564 $1.8M
Austin Private Wealth, LLC 0.14% Reduce -1.5% 3,559 $1.8M
Spartan Planning & Wealth Management 1.39% Add +59.7% 3,552 $1.8M
Donald L. Hagan, LLC 0.88% Reduce -2.1% 3,550 $1.8M
Aries Wealth Management 0.42% Add +6.7% 3,547 $1.8M
Advisors Management Group Inc. 0.31% Add +0.3% 3,542 $1.8M
North Capital, Inc. 1.38% Add +2.6% 3,542 $1.8M
AllSquare Wealth Management LLC 0.94% No change 3,535 $1.8M
Red Wave Investments LLC 0.55% No change 3,535 $1.8M
PBMares Wealth Management LLC 0.29% Add +3.5% 3,529 $1.8M
Heritage Financial Services, LLC 0.16% Add +23.8% 3,527 $1.8M
Aster Capital Management (DIFC) Ltd 0.89% Reduce -48.9% 3,512 $1.8M
Spreng Capital Management, Inc. 0.72% Reduce -4.8% 3,510 $1.8M
Horst & Graben Wealth Management LLC 0.27% Reduce -0.5% 3,509 $1.8M
GDS Wealth Management 0.12% Add +2.7% 3,506 $1.8M
Pathway Financial Advisers, LLC 0.51% Add +0.3% 3,506 $1.8M
Blue Capital, Inc. 1.30% Reduce -1.3% 3,491 $1.8M
Cornerstone Wealth Advisors, Inc. 0.42% Reduce -5.4% 3,484 $1.8M
Patrick M Sweeney & Associates, Inc. 1.13% Reduce -0.4% 3,477 $1.7M
Shelter Mutual Insurance Co 0.39% No change 3,474 $1.7M
Dodds Wealth, LLC 0.43% No change 3,465 $1.7M
Hoertkorn Richard Charles 0.67% Reduce -2.1% 3,459 $1.7M
China Universal Asset Management Co., Ltd. 0.14% Reduce -24.4% 3,457 $1.7M
Essential Planning, LLC. 0.60% No change 3,441 $1.7M
Narus Financial Partners, LLC 0.47% Add +1.0% 3,441 $1.7M
YANKCOM Partnership 0.78% Add +6.7% 3,435 $1.7M
Fi3 FINANCIAL ADVISORS, LLC 0.58% Reduce -2.7% 3,424 $1.7M
Birchbrook, Inc. 0.89% Reduce -0.2% 3,423 $1.7M
Cassia Capital Partners, LLC 0.94% Add +9.6% 3,421 $1.7M
Leisure Capital Management 0.59% No change 3,421 $1.7M
Factor Wealth Management LTD 0.43% No change 3,421 $1.7M
Claro Advisors Inc. 0.25% Add +4.1% 3,419 $1.7M
Access Financial Services, Inc. 0.62% Add +0.3% 3,416 $1.7M
Magnolia Private Wealth, LLC 1.26% Add +0.3% 3,413 $1.7M
Pacific Sage Partners, LLC 0.29% Reduce -0.4% 3,412 $1.7M
Elevated Capital Advisors, LLC 0.43% Add +34.9% 3,412 $1.7M
Fortress Private Ledger, LLC 0.63% Reduce -22.1% 3,411 $1.7M
Schwartz Investment Counsel Inc. 0.06% Reduce -3.5% 3,410 $1.7M
S.A. Mason LLC 0.76% No change 3,408 $1.7M
Baron Silver Stevens Financial Advisors, LLC 0.25% Reduce -1.3% 3,406 $1.7M
Facet Wealth, Inc. 0.04% Add +28.1% 3,406 $1.7M
Family Capital Management, Inc. 0.82% Reduce -0.5% 3,404 $1.7M
Jacobsen Capital Management 0.58% Add +3.3% 3,400 $1.7M
First International Bank & Trust 0.59% Add +11.0% 3,392 $1.7M
Signature Wealth Management Partners, LLC 0.89% Add +21.5% 3,386 $1.7M
Groupe la Francaise 0.02% Add +688.0% 3,995 $1.7M
River Wealth Advisors LLC 0.20% Reduce -13.7% 3,376 $1.7M
Penbrook Management LLC 1.18% Add +8.9% 3,375 $1.7M
Family CFO Inc 0.78% Reduce -7.4% 3,369 $1.7M
California First Leasing Corp. 0.62% No change 3,364 $1.7M
GW Henssler & Associates Ltd. 0.08% Add +2.1% 3,361 $1.7M
State of Wyoming 0.19% Reduce -2.2% 3,359 $1.7M
MKT Advisors LLC 0.63% Reduce -0.1% 3,383 $1.7M
Palisade Asset Management, LLC 0.16% Reduce -0.3% 3,352 $1.7M
KFG Wealth Management, LLC 0.24% Add +6.0% 3,351 $1.7M
Ironsides Asset Advisors, LLC 0.43% Add +7.7% 3,345 $1.7M
Abundance Wealth Counselors 0.29% Add +4.4% 3,341 $1.7M
Uhlmann Price Securities, LLC 1.03% Add +3.1% 3,337 $1.7M
IFG Advisors, LLC 0.27% Reduce -8.0% 3,335 $1.7M
von Borstel & Associates, Inc. 0.26% Add +261.2% 3,374 $1.7M
BTC Capital Management, Inc. 0.12% Reduce -0.4% 3,328 $1.7M
Prairie Wealth Advisors, Inc. 0.69% Add +0.4% 3,323 $1.7M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 1.11% Reduce -55.6% 3,402 $1.7M
Cornerstone Capital, Inc. 0.16% Reduce -3.3% 3,317 $1.7M
Ellenbecker Investment Group 0.25% Add +0.9% 3,313 $1.7M
Rothschild Capital Partners, LLC 0.39% No change 3,310 $1.7M
Lakeridge Wealth Management LLC 0.74% Add +1.4% 3,298 $1.7M
Watershed Private Wealth LLC 0.52% Reduce -0.3% 3,295 $1.7M
Heritage Wealth Management, Inc. 0.49% Reduce -0.3% 3,293 $1.7M
AGH Wealth Advisors, LLC 1.21% Add +3.1% 3,282 $1.6M
Bank Hapoalim BM 0.21% Reduce -0.8% 3,278 $1.6M
Aspen Wealth Management LLC 0.37% No change 3,278 $1.6M
Sollinda Capital Management LLC 0.45% Add +0.5% 3,264 $1.6M
Marshall Financial Group, LLC 0.32% Reduce -8.5% 3,262 $1.6M
Trueblood Wealth Management, LLC 0.64% Add +0.1% 3,256 $1.6M
Valley Brook Capital Group, Inc. 1.10% Add +6.5% 3,253 $1.6M
Tang Capital Management LLC 0.06% No change 3,250 $1.6M
Caerus Investment Advisors, LLC 0.67% Add +141.7% 3,249 $1.6M
Cooper Capital Advisors LLC 1.05% Reduce -81.9% 3,247 $1.6M
Fairway Wealth LLC 0.46% Reduce -3.7% 3,240 $1.6M
Washburn Capital Management, Inc. 0.91% Reduce -13.2% 3,235 $1.6M
Community Financial Services Group, LLC 0.30% Reduce -7.9% 3,232 $1.6M
MBM Wealth Consultants, LLC 0.40% Add +15.4% 3,228 $1.6M
Wright Investors Service Inc. 0.47% Reduce -8.7% 3,227 $1.6M
Calydon Capital 0.26% Reduce -62.9% 3,220 $1.6M
Wolff Financial Management LLC 0.38% No change 3,216 $1.6M
Mountain Capital Investment Advisors Inc. 0.28% Add +12.7% 3,241 $1.6M
Indiana Trust & Investment Management Co 0.49% Add +0.6% 3,210 $1.6M
McGowan Group Asset Management, Inc. 0.20% No change 3,207 $1.6M
Intact Investment Management Inc. 0.05% Reduce -11.1% 3,200 $1.6M
Cladis Investment Advisory, LLC 0.92% Reduce -3.2% 3,198 $1.6M
Marshall & Sterling Wealth Advisors Inc. 1.03% No change 3,193 $1.6M
Falcon Wealth Planning 0.14% Add +1.1% 3,193 $1.6M
Warm Springs Advisors Inc. 1.22% Add +3.2% 3,190 $1.6M
Paces Ferry Wealth Advisors, LLC 0.67% Reduce -1.9% 3,188 $1.6M
Oliver Luxxe Assets LLC 0.25% Add +12.5% 3,182 $1.6M
Pasadena Private Wealth, LLC 0.23% Add +0.0% 3,180 $1.6M
McNaughton Wealth Management, LLC 0.67% Add +7.2% 3,176 $1.6M
Strategies Wealth Advisors, LLC 0.17% Reduce -6.8% 3,174 $1.6M
Cornerstone National Bank & Trust Co 0.65% Add +0.3% 3,174 $1.6M
American Trust 0.13% Add +2.4% 3,170 $1.6M
Patron Partners, LLC 0.72% Add +4.1% 3,167 $1.6M
WMG Financial Advisors, LLC 0.53% Reduce -3.1% 3,165 $1.6M
Greenfield Savings Bank 0.67% No change 3,164 $1.6M
Summit Securities Group LLC 0.52% Add +156.3% 3,163 $1.6M
Putney Financial Group LLC 1.58% Add +1.0% 3,162 $1.6M
Equity Wealth Partners, LLC 1.29% — 3,162 $1.6M
Eagle Strategies LLC 0.21% Add +5.6% 3,162 $1.6M
Knightsbridge Asset Management, LLC 0.27% Add +16.9% 3,158 $1.6M
Legend Financial Advisors, Inc. 0.97% Add +7.2% 3,157 $1.6M
Galibier Capital Management Ltd. 0.53% No change 3,155 $1.6M
Campbell Capital Management Inc. 0.61% No change 3,149 $1.6M
Somerville Kurt F 0.26% Reduce -3.2% 3,148 $1.6M
Bank of Nova Scotia Trust Co. 0.15% Reduce -0.1% 3,146 $1.6M
FFT Wealth Management LLC 0.29% No change 3,146 $1.6M
Rede Wealth, LLC 1.24% Reduce -66.1% 3,142 $1.6M
Eagle Bay Advisors LLC 1.24% Reduce -2.8% 3,142 $1.6M
ShoreHaven Wealth Partners, LLC 0.58% Add +3.0% 3,139 $1.6M
Beacon Financial Advisory LLC 0.37% Add +4.3% 3,139 $1.6M
Virtue Asset Management LLC 1.33% — 3,138 $1.6M
Charter Capital Management, LLC\DE 0.85% Reduce -1.1% 3,136 $1.6M
SL Advisors, LLC 3.10% Reduce -0.2% 3,129 $1.6M
Advus Financial Partners, LLC 0.38% Reduce -3.5% 3,121 $1.6M
Gries Financial LLC 0.25% Add +2.3% 3,121 $1.6M
Colorado Capital Management, Inc. 0.61% Reduce -0.3% 3,120 $1.6M
RW Investment Management LLC 0.16% New 3,114 $1.6M
Oak Harvest Investment Services 0.18% Add +0.7% 3,114 $1.6M
Atlantic Family Wealth, LLC 1.21% Add +15.9% 3,112 $1.6M
Bright Financial Advisors, Inc. 0.76% Reduce -2.5% 3,108 $1.6M
Bank of Marin 1.10% No change 3,107 $1.6M
Smith Thornton Advisors LLC 0.82% Add +2.0% 3,105 $1.6M
Country Trust Bank 0.03% Reduce -1.0% 3,102 $1.6M
South Street Advisors LLC 0.20% No change 3,097 $1.6M
Darden Wealth Group Inc 0.81% Add +6.7% 3,091 $1.6M
Mascoma Wealth Management LLC 0.34% Add +32.2% 3,087 $1.6M
Orca Wealth Management, LLC 1.18% Add +1.6% 3,086 $1.6M
G&S Capital LLC 0.57% Add +0.5% 3,084 $1.6M
Banque Transatlantique SA 0.04% Reduce -38.7% 3,093 $1.5M
LifeSteps Financial, Inc. 0.99% Reduce -4.3% 3,081 $1.5M
Durante & Waters, LLC 1.14% No change 3,080 $1.5M
Advisory Research Inc. 0.20% Reduce -4.0% 3,071 $1.5M
Arkansas Financial Group, Inc. 0.23% No change 3,066 $1.5M
Oakwell Private Wealth Management, LLC 0.31% Add +0.1% 3,063 $1.5M
Gallagher Fiduciary Advisors, LLC 0.06% Add +1.7% 3,063 $1.5M
Amarillo National Bank 0.27% Add +2.0% 3,059 $1.5M
Renaissance Technologies 0.00% Reduce -6.5% 3,055 $1.5M
Amica Retiree Medical Trust 2.10% No change 3,058 $1.5M
BCS Wealth Management 0.35% Reduce -15.2% 3,057 $1.5M
VSM Wealth Advisory, LLC 0.48% No change 3,057 $1.5M
Atwater Malick LLC 0.45% Reduce -0.6% 3,054 $1.5M
Sierra Ocean, LLC 1.29% Add +1.4% 3,053 $1.5M
Noesis Capital Mangement Corp. 0.24% Reduce -9.8% 3,047 $1.5M
Bard Associates Inc. 0.41% No change 3,037 $1.5M
Williams & Novak, LLC 1.17% Add +1.4% 3,037 $1.5M
Kintra Wealth, LLC 0.86% Reduce -2.2% 3,035 $1.5M
Great Diamond Partners, LLC 0.30% Reduce -0.1% 3,035 $1.5M
Iams Wealth Management, LLC 0.61% Add +136.9% 3,033 $1.5M
L.M. Kohn & Company 1.83% Reduce -80.5% 3,032 $1.5M
All Terrain Financial Advisors, LLC 0.49% Add +1.6% 3,021 $1.5M
BayBridge Capital Group, LLC 0.97% Reduce -0.5% 3,020 $1.5M
Sunpointe, LLC 0.55% Reduce -1.4% 3,015 $1.5M
Sequent Asset Management, LLC 0.72% Reduce -14.2% 3,009 $1.5M
Montz Harcus Wealth Management LLC 0.66% Reduce -1.4% 3,008 $1.5M
Headlands Technologies LLC 0.12% Add +272.5% 3,006 $1.5M
Capital Management Associates 2.25% No change 3,000 $1.5M
Freemont Management S.A. 1.18% Reduce -88.5% 3,000 $1.5M
Omnia Family Wealth, LLC 0.49% Add +10.2% 3,000 $1.5M
Hennessy Advisors Inc. 0.05% No change 3,000 $1.5M
JGP Wealth Management, LLC 0.17% Reduce -0.5% 3,037 $1.5M
Financial Perspectives, Inc 0.42% Reduce -4.9% 2,993 $1.5M
Farringdon Capital, Ltd. 0.38% Reduce -41.2% 2,993 $1.5M
Mayport, LLC 0.33% Add +0.4% 2,993 $1.5M
Inspirion Wealth Advisors, LLC 0.21% Add +8.4% 3,266 $1.5M
Bryant Woods Investment Advisors, LLC 0.59% Reduce -2.8% 2,987 $1.5M
Fairscale Capital, LLC 1.03% Add +1.2% 2,983 $1.5M
Global View Capital Management LLC 0.32% Add +14.9% 2,982 $1.5M
CCG Wealth Management, LLC 0.71% Add +5.0% 2,980 $1.5M
First United Bank & Trust 0.49% Reduce -3.1% 2,979 $1.5M
Catalyst Private Wealth, LLC 0.66% Add +2.0% 2,977 $1.5M
SYM FINANCIAL Corp 0.16% Add +5.6% 2,977 $1.5M
Keeler & Nadler Financial Planning & Wealth Management 0.55% Add +0.3% 2,976 $1.5M
Burton Enright Welch 0.23% Add +2.7% 2,975 $1.5M
Jessup Wealth Management, Inc 0.56% Add +20.2% 2,974 $1.5M
Wealthcare Capital Management LLC 0.15% Add +0.1% 2,973 $1.5M
St. Johns Investment Management Company, LLC 0.63% Reduce -0.1% 2,970 $1.5M
Twin Peaks Wealth Advisors, LLC 0.51% Add +1.2% 2,968 $1.5M
Centennial Wealth Advisory LLC 0.42% Add +21.0% 2,968 $1.5M
Columbia Bank 0.42% Reduce -0.3% 3,002 $1.5M
Ullmann Wealth Partners Group, LLC 0.16% Reduce -4.0% 2,962 $1.5M
May Hill Capital, LLC 0.44% Add +0.8% 2,953 $1.5M
Farley Capital L.P. 1.07% Reduce -3.3% 2,949 $1.5M
QVR LLC 1.79% New 2,948 $1.5M
Oxbow Advisors, LLC 0.14% No change 2,933 $1.5M
Guardian Investment Management 1.25% No change 2,930 $1.5M
Hamilton Capital Partners, LLC 0.56% Reduce -1.2% 2,925 $1.5M
Fairman Group, LLC 1.18% Reduce -0.5% 2,921 $1.5M
Sovereign Financial Group, Inc. 0.27% Add +4.3% 2,918 $1.5M
Partnership Wealth Management, LLC 1.13% Add +6.7% 2,915 $1.5M
Sachetta, LLC 0.55% Add +0.6% 2,915 $1.5M
Baker Boyer National Bank 0.49% Add +73.9% 2,913 $1.5M
Heck Capital Advisors, LLC 0.11% Add +0.9% 2,909 $1.5M
waypoint wealth counsel 0.58% Add +8.0% 2,907 $1.5M
Milestone Asset Management Group, LLC 0.92% Add +0.3% 2,899 $1.5M
M. Kulyk & Associates, LLC 0.30% No change 2,896 $1.5M
Riverwater Partners LLC 0.60% Reduce -4.4% 2,895 $1.5M
Abel Hall, LLC 0.59% Reduce -0.5% 2,895 $1.5M
United Advisor Group, LLC 0.20% Add +4.9% 2,894 $1.5M
Blalock Williams, LLC 1.27% Add +9.9% 2,887 $1.5M
Tacita Capital Inc 0.88% Reduce -20.4% 2,887 $1.5M
Horizon Wealth Management, LLC 0.21% Reduce -25.6% 2,886 $1.5M
Orrstown Financial Services Inc. 0.25% Add +10.1% 2,877 $1.4M
F/m Investments LLC 0.06% Reduce -30.1% 2,876 $1.4M
Triune Financial Partners, LLC 0.36% Add +0.1% 2,875 $1.4M
Strid Group, LLC 0.18% Reduce -0.1% 2,870 $1.4M
Hubbell Strickland Wealth Management, LLC 0.59% Reduce -0.1% 2,860 $1.4M
MN Wealth Advisors, LLC 0.77% Add +4.1% 2,857 $1.4M
Midwestern Financial, LLC 1.23% Reduce -2.9% 2,854 $1.4M
Valtinson Bruner Financial Planning LLC 0.43% Add +0.1% 2,854 $1.4M
Beaton Management Co. Inc. 0.65% Reduce -2.6% 2,853 $1.4M
Denver Wealth Management, Inc. 0.53% Add +3.7% 2,852 $1.4M
Strategic Advocates LLC 0.37% Add +10.2% 2,852 $1.4M
First Community Trust NA 1.11% Reduce -13.4% 2,845 $1.4M
Helium Advisors LLC 1.19% Reduce -47.5% 2,844 $1.4M
Walkner Condon Financial Advisors LLC 0.23% Add +22.2% 2,841 $1.4M
IMA Advisory Services, Inc. 0.14% Reduce -0.0% 2,840 $1.4M
Sprinkle Financial Consultants LLC 0.79% Add +1.0% 2,827 $1.4M
Riversedge Advisors, LLC 0.24% Add +22.3% 2,826 $1.4M
Safeguard Investment Advisory Group, LLC 0.35% Reduce -0.9% 2,816 $1.4M
J. Team Financial, Inc. 1.43% — 2,813 $1.4M
Missouri Trust & Investment Co 0.42% Add +2.4% 2,806 $1.4M
Beacon Capital Management, LLC 0.20% Add +16.8% 2,802 $1.4M
Reliant Investment Partners, LLC 1.10% Reduce -0.9% 2,822 $1.4M
Gladius Capital Management LP 2.77% Add +90.9% 2,799 $1.4M
McKinley Carter Wealth Services, Inc. 0.07% Add +0.9% 2,797 $1.4M
Columbia Advisory Partners LLC 0.97% Reduce -9.0% 2,795 $1.4M
Financial Alternatives, Inc 0.85% No change 2,793 $1.4M
Centerpoint Advisors, LLC 0.44% Add +3.2% 2,791 $1.4M
Wealthgarden F.S. LLC 1.00% Reduce -8.7% 2,838 $1.4M
Skba Capital Management LLC 0.19% Add +17.7% 2,788 $1.4M
BlackDiamond Wealth Management, LLC 0.76% Add +3.1% 2,787 $1.4M
River Street Advisors LLC 0.54% Reduce -2.3% 2,783 $1.4M
Legacy Capital Group California, Inc. 0.36% Reduce -13.8% 2,781 $1.4M
BlueSky Wealth Advisors, LLC 0.19% Add +8.8% 2,778 $1.4M
L & S Advisors Inc 0.15% Add +15.5% 2,778 $1.4M
TLWM 0.25% Reduce -0.5% 2,776 $1.4M
Acorn Financial Advisory Services Inc. 0.21% Reduce -3.5% 2,774 $1.4M
Davis Capital Management 0.97% — 2,771 $1.4M
Roble, Belko & Company, Inc 0.19% Add +1.9% 2,771 $1.4M
Amplius Wealth Advisors, LLC 0.12% Reduce -23.6% 2,763 $1.4M
Pinnacle West Asset Management, Inc. 0.90% Add +0.4% 2,760 $1.4M
Cura Wealth Advisors, LLC 0.53% New 2,758 $1.4M
Phillips Financial Management, LLC 0.09% Add +18.9% 2,757 $1.4M
Financial Harvest, LLC 0.93% Reduce -1.6% 2,753 $1.4M
REDW Wealth LLC 0.52% Reduce -5.7% 2,749 $1.4M
Brooklyn FI, LLC 0.31% Reduce -0.5% 2,747 $1.4M
Convergence Investment Partners, LLC 0.31% Reduce -7.2% 2,741 $1.4M
Charter Research & Investment Group, Inc. 0.95% No change 2,739 $1.4M
CKW Financial Group 0.15% Add +3.1% 2,764 $1.4M
Wealthstream Advisors, Inc. 0.21% Add +5.0% 2,729 $1.4M
Warburton Capital Management, LLC 0.83% Add +1.5% 2,752 $1.4M
Cannon Advisors, Inc. 0.92% Add +251.3% 2,796 $1.4M
Investment Partners Asset Management, Inc. 0.90% Add +12.5% 2,717 $1.4M
EHP Funds Inc. 1.80% New 2,716 $1.4M
Broyhill Asset Management, LLC 1.20% No change 2,711 $1.4M
McGlone Suttner Wealth Management, Inc. 0.19% Add +1.9% 2,710 $1.4M
InTrack Investment Management Inc 0.81% Add +23.1% 2,701 $1.4M
Claris Financial LLC 0.77% Add +21.1% 2,701 $1.4M
Rowlandmiller & Partners.adv 0.27% No change 2,700 $1.4M
Matisse Capital 0.61% Add +8.5% 2,695 $1.4M
HT Partners LLC 0.41% Reduce -0.6% 2,693 $1.4M
Mattern Capital Management, LLC 0.16% Add +7.3% 2,691 $1.4M
Seascape Capital Management 0.39% Add +1.2% 2,689 $1.4M
Clarkston Capital Partners, LLC 0.03% Add +1.6% 2,688 $1.4M
Compass Advisory Group LLC 0.38% Add +0.1% 2,685 $1.3M
Ackerman Capital Advisors, LLC 0.28% No change 2,682 $1.3M
CMC Financial Group 2.49% Add +9.3% 2,679 $1.3M
Element Wealth, LLC 0.59% No change 2,671 $1.3M
Prospect Financial Group LLC 1.31% Reduce -0.8% 2,667 $1.3M
Kennebec Savings Bank 1.22% Add +2.4% 2,666 $1.3M
Paradigm Asset Management Co. LLC 0.31% No change 2,664 $1.3M
Motco 0.12% Add +8.1% 2,658 $1.3M
Waycross Investment Management Co 1.36% Add +1.1% 2,652 $1.3M
Athena Investment Management 0.69% Reduce -2.6% 2,648 $1.3M
Stablepoint Partners, LLC 0.21% Reduce -2.2% 2,642 $1.3M
Everpar Advisors LLC 0.52% Add +28.2% 2,639 $1.3M
New World Advisors LLC 0.24% Add +15.3% 2,637 $1.3M
Provenance Wealth Advisors, LLC 0.17% No change 2,629 $1.3M
CMH Wealth Management LLC 0.28% Reduce -3.3% 2,628 $1.3M
Fermata Advisors, LLC 0.33% Reduce -7.4% 2,626 $1.3M
Clarus Group, Inc. 0.46% Reduce -0.8% 2,623 $1.3M
SC&H Financial Advisors, Inc. 0.21% Reduce -2.8% 2,616 $1.3M
Milestone Asset Management, LLC 0.25% Reduce -0.0% 2,616 $1.3M
Terril Brothers, Inc. 0.40% Add +13.5% 2,612 $1.3M
Strategic Financial Concepts, LLC 0.19% Reduce -8.0% 2,610 $1.3M
Essex LLC 0.24% Reduce -3.3% 2,610 $1.3M
Corundum Group, Inc. 0.54% Add +0.2% 2,609 $1.3M
Puzo Michael J 0.36% Reduce -7.0% 2,605 $1.3M
Prosperity Financial Group, Inc. 0.48% Add +42.1% 2,600 $1.3M
Syntegra Private Wealth Group, LLC 0.12% Add +3.3% 2,600 $1.3M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.44% No change 2,675 $1.3M
First Financial Group Corp 1.13% Add +1.3% 2,595 $1.3M
Lingohr Asset Management GmbH 2.27% Reduce -1.9% 2,590 $1.3M
Cookson Peirce & Co. Inc. 0.05% Reduce -8.8% 2,587 $1.3M
AXS Investments LLC 0.41% Reduce -35.2% 2,586 $1.3M
Global Wealth Management Investment Advisory, Inc. 0.22% Add +4.3% 2,580 $1.3M
Taylor Hoffman Capital Management LLC 0.41% No change 2,578 $1.3M
Mma Asset Management LLC 0.43% Add +138.8% 2,577 $1.3M
Flynn Zito Capital Management, LLC 0.48% Add +0.1% 2,573 $1.3M
Paragon Advisors, LLC 0.33% Reduce -29.3% 2,563 $1.3M
Mechanics Financial Corp 0.49% Add +5.6% 2,559 $1.3M
Dempze Nancy E 0.70% Reduce -2.7% 2,551 $1.3M
Kensington Investment Counsel, LLC 0.52% No change 2,550 $1.3M
Texas Capital Bank Wealth Management Services Inc 0.11% Reduce -20.1% 2,547 $1.3M
Investmark Advisory Group LLC 0.56% No change 2,546 $1.3M
Affinity Capital Advisors, LLC 0.20% No change 2,580 $1.3M
Almanack Investment Partners, LLC. 0.20% Reduce -50.3% 2,545 $1.3M
WESPAC Advisors SoCal, LLC 0.26% Reduce -0.8% 2,540 $1.3M
RAM Investment Partners, LLC 0.24% Add +2.5% 2,540 $1.3M
Arista Wealth Management, LLC 0.16% Add +10.1% 2,538 $1.3M
Chancellor Financial Group WB LP 0.91% No change 2,536 $1.3M
Wealth Group Ltd 0.29% Reduce -41.9% 2,535 $1.3M
Corps Capital Advisors, LLC 1.93% Add +0.4% 2,534 $1.3M
Sutton Place Investors LLC 0.73% Add +0.8% 2,531 $1.3M
Wealthstar Advisors, LLC 0.50% Add +8.0% 2,531 $1.3M
Ewa, LLC 0.35% Add +5.7% 2,530 $1.3M
Private Wealth Management Group, LLC 0.35% Reduce -0.3% 2,529 $1.3M
Sharp Wealth Advisory, LLC 0.69% Add +101.5% 2,529 $1.3M
Avantra Family Wealth, Inc. 0.95% Reduce -1.2% 2,521 $1.3M
Asahi Life Asset Management Co., LTD. 0.70% Add +33.2% 2,518 $1.3M
Banque de Luxembourg S.A. 0.65% Add +65.9% 2,517 $1.3M
Veracity Capital LLC 0.41% Add +2.1% 2,514 $1.3M
Consilio Wealth Advisors, LLC 0.41% Add +3.2% 2,504 $1.3M
CarsonAllaria Wealth Management, Ltd. 0.65% No change 2,503 $1.3M
Rodgers Brothers Inc. 0.15% No change 2,503 $1.3M
True Link Financial Advisors, LLC 0.08% Reduce -2.9% 2,503 $1.3M
Capital Investment Counsel, Inc 0.15% No change 2,502 $1.3M
Paladin Wealth, LLC 0.91% Reduce -1.0% 2,500 $1.3M
Alamar Capital Management, LLC 0.66% No change 2,489 $1.3M
Sawgrass Asset Management LLC 0.15% Add +0.6% 2,486 $1.2M
Precision Wealth Strategies, LLC 0.41% Reduce -4.4% 2,484 $1.2M
Financial Synergies Wealth Advisors, Inc. 0.13% Reduce -0.9% 2,480 $1.2M
Operose Advisors LLC 0.31% No change 2,480 $1.2M
Riggs Asset Managment Co. Inc. 0.27% Add +2.2% 2,479 $1.2M
Financial Management Professionals, Inc. 0.13% Add +2.3% 2,474 $1.2M
Clark Wealth Partners 0.76% Add +0.8% 2,470 $1.2M
Greykasell Wealth Strategies, Inc. 0.52% Add +1.1% 2,465 $1.2M
Advantage Trust Co 0.56% No change 2,463 $1.2M
High Net Worth Advisory Group LLC 0.30% Reduce -3.0% 2,462 $1.2M
Continental Investors Services, Inc. 1.83% Add +1.3% 2,507 $1.2M
Capital Planning LLC 0.36% No change 2,455 $1.2M
Marquette Asset Management, LLC 0.19% Add +44.8% 2,455 $1.2M
Farmers Trust Co. 0.21% Add +0.5% 2,454 $1.2M
Willis Johnson & Associates, Inc. 0.08% Add +1.9% 2,453 $1.2M
Rice Hall James & Associates, LLC 0.07% No change 2,450 $1.2M
4WEALTH Advisors, Inc. 1.14% Add +21.7% 2,449 $1.2M
Investidor Profissional Gestao de Recursos Ltda. 0.96% Add +86.7% 2,448 $1.2M
Ti-Trust, Inc. 0.77% No change 2,447 $1.2M
Fire Capital Management LLC 0.71% Add +2.9% 2,447 $1.2M
Kera Capital Partners, Inc. 0.18% Reduce -70.6% 2,446 $1.2M
Miller Financial Services LLC 1.42% No change 2,444 $1.2M
Clean Yield Group 0.35% Add +2.2% 2,444 $1.2M
Wayfinding Financial, LLC 0.53% Reduce -1.8% 2,440 $1.2M
Gainplan LLC 0.52% Add +70.6% 2,436 $1.2M
Shoker Investment Counsel, Inc. 0.36% Reduce -0.3% 2,414 $1.2M
Warwick Investment Management, Inc. 0.21% Add +6.9% 2,410 $1.2M
Benchmark Financial Wealth Advisors, LLC 0.36% Add +13.1% 2,409 $1.2M
First Bancorp, Inc 0.64% Reduce -3.4% 2,409 $1.2M
StrongBox Wealth, LLC 0.41% Reduce -38.5% 2,409 $1.2M
Cardinal Strategic Wealth Guidance 0.33% Reduce -1.6% 2,407 $1.2M
Sunesis Advisors, LLC 0.56% — 2,404 $1.2M
Consilium Wealth Advisory, LLC 0.47% Reduce -13.0% 2,401 $1.2M
Trigran Investments, Inc. 0.22% Reduce -4.0% 2,400 $1.2M
Wealth Forward, LLC 0.70% Reduce -5.5% 2,390 $1.2M
Carbahal Olsen Financial Services Group, LLC 0.96% No change 2,389 $1.2M
Covington Investment Advisors Inc. 0.16% Add +2.8% 2,389 $1.2M
Prasad Wealth Partners, LLC 0.33% Reduce -7.9% 2,384 $1.2M
Long Run Wealth Advisors, LLC 0.23% No change 2,382 $1.2M
Lauterbach Financial Advisors, LLC 0.60% No change 2,380 $1.2M
CoreFirst Bank & Trust 0.65% Reduce -0.5% 2,378 $1.2M
Kohmann Bosshard Financial Services, LLC 0.12% Add +16.1% 2,375 $1.2M
First County Bank 0.61% Add +1.5% 2,373 $1.2M
Phocas Financial Corp. 0.15% Reduce -1.7% 2,372 $1.2M
Visionary Horizons, LLC 0.67% Add +0.4% 2,371 $1.2M
PCG Asset Management, LLC 0.95% Reduce -2.1% 2,363 $1.2M
Tidemark, LLC 0.35% Add +7.0% 2,362 $1.2M
Brady Martz Wealth Solutions, LLC 0.22% No change 2,360 $1.2M
Planning Alternatives Ltd. 0.15% Reduce -16.6% 2,359 $1.2M
626 Financial, LLC 0.52% Add +0.9% 2,353 $1.2M
CV Advisors LLC 0.33% Add +3.8% 2,353 $1.2M
Cohen Capital Management, Inc. 0.18% Reduce -0.1% 2,352 $1.2M
SWS Partners 0.29% Reduce -48.9% 2,351 $1.2M
Sicart Associates LLC 0.32% Add +261.5% 2,350 $1.2M
Westfield Capital Management Co. LP 0.01% No change 2,350 $1.2M
Pandora Wealth, Inc. 0.71% No change 2,346 $1.2M
Home Federal Bank of Tennessee 0.31% Reduce -0.2% 2,341 $1.2M
Aspire Growth Partners LLC 0.86% Reduce -0.1% 2,340 $1.2M
Cedar Point Capital Partners, LLC 0.77% Reduce -3.5% 2,340 $1.2M
Oak Hill Wealth Advisors, LLC 0.22% Add +2.6% 2,339 $1.2M
Hill Investment Group Partners, LLC 0.14% Add +0.4% 2,335 $1.2M
Oregon Pacific Wealth Management, LLC 1.01% Reduce -0.9% 2,332 $1.2M
apricus wealth, LLC 0.63% Add +14.8% 2,331 $1.2M
DeDora Capital, Inc. 0.28% Reduce -1.1% 2,331 $1.2M
South Plains Financial, Inc. 0.73% Add +21.9% 2,328 $1.2M
Broadleaf Partners, LLC 0.24% Reduce -0.1% 2,321 $1.2M
Inspire Advisors, LLC 0.11% Reduce -10.9% 2,320 $1.2M
Sage Rhino Capital LLC 0.23% Add +3.3% 2,316 $1.2M
Uptick Partners, LLC 0.31% Reduce -7.4% 2,314 $1.2M
Retirement Wealth Solutions LLC 0.76% Add +880.1% 2,313 $1.2M
Cooke & Bieler LP 0.01% Reduce -0.4% 2,310 $1.2M
Leigh Baldwin & Co., LLC 0.65% Add +2.6% 2,305 $1.2M
Landaas & Co. /Wi 0.26% No change 2,304 $1.2M
Ehrenkranz Partners L.P. 1.01% — 2,300 $1.2M
Capital Advisors, Ltd. LLC 0.13% Reduce -1.8% 2,300 $1.2M
Cape Ann Savings Bank 0.62% Add +2.5% 2,299 $1.2M
Sheets Smith Wealth Management 0.13% Add +1.0% 2,299 $1.2M
TPG Advisors LLC 0.76% Reduce -1.6% 2,289 $1.2M
Barden Capital Management, Inc. 0.96% Reduce -0.2% 2,286 $1.1M
Yukon Wealth Management, Inc. 0.38% Add +2.6% 2,286 $1.1M
KW Wealth Management LLC 1.96% — 2,284 $1.1M
Sterling Financial Planning, Inc. 0.36% No change 2,282 $1.1M
IAM Advisory, LLC 0.26% Reduce -15.3% 2,281 $1.1M
Cove Street Capital, LLC 1.51% No change 2,280 $1.1M
Quantum Financial Advisors, LLC 0.14% No change 2,278 $1.1M
Boreal Capital Management LLC 1.10% Reduce -6.5% 2,277 $1.1M
Financial Advisors Network, Inc. 0.16% Add +24.9% 2,276 $1.1M
Symmetry Partners, LLC 0.12% Add +37.7% 2,270 $1.1M
Ayrshire Capital Management LLC 0.53% Reduce -0.4% 2,268 $1.1M
Creekmur Asset Management LLC 0.19% Reduce -8.3% 2,260 $1.1M
GEN Financial Management, INC. 0.98% Reduce -15.7% 2,260 $1.1M
BOS Asset Management, LLC 0.32% Add +1.2% 2,260 $1.1M
First National Bank & Trust Co. of Newtown 0.22% No change 2,260 $1.1M
Topsail Wealth Management, LLC 0.19% Reduce -8.3% 2,257 $1.1M
Defined Wealth Management, LLC 0.66% Add +0.8% 2,255 $1.1M
American Assets Investment Management, LLC 0.08% No change 2,250 $1.1M
Obsidian Cio, LLC 0.15% Add +6.6% 2,246 $1.1M
Allie Family Office LLC 0.53% Add +9.4% 2,243 $1.1M
Per Stirling Capital Management, LLC. 0.13% Reduce -0.9% 2,241 $1.1M
Diversified Portfolios, Inc. 0.10% Reduce -0.5% 2,240 $1.1M
Ariadne Wealth Management, LP 0.50% Add +10.6% 2,194 $1.1M
BlueChip Wealth Advisors LLC 0.48% Add +15.2% 2,237 $1.1M
Riverchase Wealth Management, LLC 0.64% Reduce -11.5% 2,234 $1.1M
Founders Grove Wealth Partners, LLC 0.26% Add +37.1% 2,234 $1.1M
SKY-Mountain Capital Management, Inc. 0.78% Reduce -2.1% 2,281 $1.1M
Parkshore Wealth Management, Inc. 0.46% Reduce -7.2% 2,229 $1.1M
Argyle Capital Management, LLC 0.39% No change 2,226 $1.1M
Harbor Group, Inc. 0.18% Add +1.6% 2,221 $1.1M
Full Sail Capital, LLC 0.06% Add +2.2% 2,219 $1.1M
Cambridge Financial Group, LLC 0.36% Add +274.0% 2,218 $1.1M
Legacy Capital Wealth Partners, LLC 0.24% Add +4.6% 2,218 $1.1M
Cornerstone Advisors Asset Management, LLC 0.19% Reduce -0.1% 2,211 $1.1M
Jain Global LLC 0.02% New 2,211 $1.1M
Austin Wealth Management, LLC 0.17% Reduce -3.9% 2,256 $1.1M
DDFG, Inc 0.26% Add +4.6% 2,196 $1.1M
Contravisory Investment Management, Inc. 0.21% Reduce -3.4% 2,194 $1.1M
Jackson Thornton Wealth Management, LLC 0.11% Add +46.6% 2,206 $1.1M
First Financial Bankshares Inc 0.02% Reduce -71.0% 2,191 $1.1M
Hengehold Capital Management LLC 0.09% Reduce -18.3% 2,188 $1.1M
Foster & Motley Inc. 0.06% Add +0.3% 2,184 $1.1M
Tarbox Family Office, Inc. 0.16% Reduce -0.3% 2,182 $1.1M
Cordgrass Capital Advisors, LLC 0.27% No change 2,181 $1.1M
Cascade Investment Advisors, Inc. 0.66% No change 2,180 $1.1M
Act Wealth Management, LLC 0.38% Reduce -32.4% 2,176 $1.1M
Payne Capital Management, LLC 0.35% Add +10.2% 2,170 $1.1M
Capital Group Investment Management Pte. LTD. 0.18% No change 2,168 $1.1M
Family Office Research LLC 0.48% New 2,164 $1.1M
Promethium Advisors,llc 0.62% No change 2,163 $1.1M
Maryland Capital Advisors Inc. 0.39% No change 2,158 $1.1M
BKM Wealth Management, LLC 0.40% Add +0.6% 2,153 $1.1M
Sunflower Bank, N.A. 0.26% Reduce -4.4% 2,153 $1.1M
Tradewinds Capital Management, LLC 0.24% Add +23.0% 2,151 $1.1M
Financial Consulate, Inc. 0.15% Reduce -1.8% 2,148 $1.1M
Triton Wealth Management, PLLC 0.41% Add +0.1% 2,257 $1.1M
LeConte Wealth Management, LLC 0.72% Add +37.5% 2,139 $1.1M
CGN Advisors LLC 0.09% Reduce -12.1% 2,139 $1.1M
White Pine Capital LLC 0.31% Add +2.0% 2,135 $1.1M
Argentarii, LLC 0.43% Reduce -0.2% 2,129 $1.1M
Motive Wealth Advisors 0.46% Add +0.9% 2,126 $1.1M
Uniting Wealth Partners, LLC 0.25% Reduce -29.6% 2,126 $1.1M
Boyd Watterson Asset Management LLC 0.32% No change 2,125 $1.1M
Level Financial Advisors 0.30% Reduce -0.6% 2,123 $1.1M
Dynamic Financial Group 0.93% Reduce -6.9% 2,123 $1.1M
Alteri Wealth LLC 0.37% Add +1.6% 2,122 $1.1M
Red Lighthouse Investment Management, LLC 0.37% Reduce -2.6% 2,118 $1.1M
Objective Capital Management, LLC 1.10% Reduce -4.5% 2,116 $1.1M
Elk River Wealth Management LLC 0.17% No change 2,110 $1.1M
Tripletail Wealth Management, LLC 1.25% Reduce -9.1% 2,112 $1.1M
Aventura Private Wealth, LLC 0.39% Add +206.3% 2,104 $1.1M
Selective Wealth Management, Inc. 0.34% Add +2.8% 2,100 $1.1M
Axecap Investments, LLC 0.65% Reduce -0.1% 2,093 $1.1M
Monograph Wealth Advisors, LLC 0.11% Reduce -1.3% 2,093 $1.1M
Probity Advisors, Inc. 0.17% Add +16.0% 2,091 $1.1M
Allium Financial Advisors, LLC 0.87% Add +5.3% 2,090 $1.1M
Tempus Wealth Planning, LLC 0.24% Reduce -9.1% 2,086 $1.0M
Milestones Administradora de Recursos Ltda. 0.37% No change 2,080 $1.0M
Blue Edge Capital, LLC 0.15% No change 2,080 $1.0M
Aristotle Capital Management, LLC 0.00% No change 2,075 $1.0M
Fortis Capital Advisors, LLC 0.17% Add +8.1% 2,074 $1.0M
Engineers Gate Manager LP 0.01% Reduce -94.0% 2,074 $1.0M
Ipsen Advisor Group LLC 0.75% No change 2,070 $1.0M
Birchcreek Wealth Management, LLC 0.54% No change 2,069 $1.0M
Investment Research Partners LLC 0.47% — 2,185 $1.0M
Redmont Wealth Advisors LLC 1.45% Add +0.6% 2,064 $1.0M
Simplify Asset Management Inc. 0.02% New 2,064 $1.0M
Greenhouse Wealth Management, LLC 0.62% No change 2,060 $1.0M
Boltwood Capital Management 0.28% Add +2.0% 2,059 $1.0M
Ridgecrest Wealth Partners, LLC 0.47% Reduce -2.5% 2,058 $1.0M
LJI Wealth Management, LLC 0.18% Reduce -10.4% 2,058 $1.0M
CBIZ Investment Advisory Services, LLC 0.04% Add +19.1% 2,054 $1.0M
Marco Investment Management LLC 0.08% No change 2,053 $1.0M
Index Fund Advisors, Inc. 0.05% Add +9.6% 2,050 $1.0M
RNC Capital Management LLC 0.05% Add +17.9% 2,050 $1.0M
First Business Financial Services, Inc. 0.09% Reduce -8.9% 2,047 $1.0M
Ulland Investment Advisors, LLC 0.78% Reduce -1.4% 2,046 $1.0M
Five Oceans Advisors 0.38% Add +0.8% 2,044 $1.0M
AssuredPartners Investment Advisors, LLC 0.23% Add +3.7% 2,044 $1.0M
Bridgefront Capital, LLC 0.30% Add +51.7% 2,043 $1.0M
Security Financial Services, INC. 0.17% Reduce -1.3% 2,041 $1.0M
Mayar Capital Ltd. 1.60% No change 2,038 $1.0M
Juncture Wealth Strategies, LLC 0.34% Add +2.7% 2,036 $1.0M
IMZ Advisory Inc 0.38% Reduce -0.7% 2,034 $1.0M
OLIO Financial Planning 0.30% Reduce -0.4% 2,032 $1.0M
Rydar Equities, Inc. 0.82% Add +8.4% 2,058 $1.0M
Twelve Points Wealth Management LLC 0.25% Add +7.4% 2,027 $1.0M
Ade, LLC 0.51% Add +37.6% 2,025 $1.0M
Wood Tarver Financial Group, LLC 0.30% Reduce -3.3% 2,021 $1.0M
Carr Financial Group Corp 0.28% Add +18.0% 2,019 $1.0M
Emerald Advisors, LLC 0.13% Add +4.3% 2,019 $1.0M
Financial Futures Ltd Liability Co. 0.49% Add +0.1% 2,017 $1.0M
Harold Davidson & Associates Inc. 0.46% Add +5.6% 2,016 $1.0M
Wealthedge Investment Advisors, LLC 0.38% Add +17.2% 2,015 $1.0M
Cyr Financial Inc. 0.69% Add +3.5% 2,012 $1.0M
McClarren Financial Advisors, Inc. 0.62% Add +141.6% 4,708 $1.0M
Old North State Trust, LLC 0.61% Add +12.1% 2,006 $1.0M
Three Magnolias Financial Advisors, LLC 0.63% Add +12.9% 2,003 $1.0M
CWS Financial Advisors, LLC 0.28% Add +1.1% 2,003 $1.0M
WestHill Financial Advisors, Inc. 0.20% No change 2,002 $1.0M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.04% Reduce -97.3% 2,000 $1.0M
Sachem Hill LLC 0.20% No change 1,998 $1.0M
Cascade Investment Group, Inc. 0.66% Add +2.8% 1,997 $1.0M
Sylvest Advisors, LLC 0.54% No change 1,996 $1.0M
Fortem Financial Group, LLC 0.29% Reduce -11.6% 1,989 $1000K
Transcendent Capital Group LLC 0.45% New 1,987 $999K
Shelton Wealth Management, LLC 0.46% No change 1,985 $998K
Creative Capital Management Investments LLC 0.32% Add +1.0% 1,983 $997K
Cherrydale Wealth Management, LLC 0.31% Add +17.8% 1,982 $996K
ABLE Financial Group, LLC 0.22% No change 1,982 $996K
Boyar Asset Management Inc. 0.63% Reduce -0.4% 1,978 $994K
MFA Wealth Services 0.69% Add +0.5% 1,977 $994K
Hoxton Planning & Management, LLC 0.32% Add +0.1% 1,977 $994K
Blue Bell Private Wealth Management, LLC 0.15% Add +3.1% 1,977 $994K
Yarbrough Capital, LLC 0.03% No change 1,977 $994K
Campion Asset Management 0.71% No change 1,976 $993K
BCK Partners, Inc. 0.53% Reduce -0.1% 1,974 $992K
Gerber, LLC 0.62% No change 1,971 $991K
William Allan Corp 0.56% Reduce -10.2% 1,970 $990K
Woodard & Co. Asset Management Group Inc. 0.16% Reduce -75.7% 1,970 $990K
Commonwealth Financial Services, LLC 0.17% Add +3.4% 1,969 $990K
Asset Planning Services Inc. /La/ 0.42% No change 1,965 $988K
TrueWealth Advisors, LLC 0.27% Add +20.5% 1,964 $987K
First Pacific Financial 0.14% Add +2.2% 1,962 $986K
Sageworth Trust Co of South Dakota 0.93% Add +0.5% 1,959 $985K
Rosenberg Matthew Hamilton 0.21% Add +3.7% 1,959 $985K
Jackson Hole Capital Partners, LLC 0.17% Add +3.8% 1,959 $985K
Rossby Financial, LCC 0.33% Add +1.6% 1,974 $983K
Warner Financial, Inc. 0.37% No change 1,951 $981K
Capital CS Group, LLC 1.61% Reduce -1.5% 1,951 $981K
Fourpath Capital Management, LLC 0.14% Reduce -45.4% 1,951 $981K
Stableford Capital II LLC 0.35% Reduce -0.1% 1,949 $980K
Sunbeam Capital Management, LLC 0.61% Add +9.9% 1,946 $978K
Wealthspire Retirement, LLC 0.06% Add +1.0% 1,942 $976K
Stonehearth Capital Management, LLC 0.38% Reduce -3.8% 1,940 $975K
1620 Investment Advisors, Inc. 0.66% Add +21.2% 1,939 $975K
Gilman Hill Asset Management, LLC 0.15% Reduce -2.5% 1,938 $974K
Total Investment Management Inc. 0.13% Add +25.8% 1,938 $974K
Sendero Wealth Management, LLC 0.11% Add +15.1% 1,933 $972K
Trillium Asset Management, LLC 0.03% No change 1,929 $970K
Nemes Rush Group LLC 0.10% Add +2.6% 1,929 $970K
Integral Investment Advisors, Inc. 0.26% Add +35.1% 1,926 $968K
Meritas Wealth Management, LLC 0.48% Add +3.9% 1,925 $968K
Anderson Hoagland & Co. 0.09% Reduce -2.5% 1,925 $968K
Vanguard Capital Wealth Advisors 0.77% No change 1,923 $967K
EdgeRock Capital LLC 0.27% Add +6.4% 1,910 $960K
Baron Wealth Management LLC 0.32% Reduce -5.6% 1,903 $957K
Wallington Asset Management, LLC 0.12% Reduce -0.3% 1,903 $957K
Planned Solutions, Inc. 0.33% Add +10.0% 1,902 $956K
Matrix Private Capital Group LLC 0.51% Add +36.4% 1,901 $956K
Wick Capital Partners, LLC 0.23% Reduce -29.4% 1,901 $955K
Menard Financial Group LLC 0.64% Add +3.7% 1,895 $953K
Rooted Wealth Advisors, Inc. 0.29% Add +20.3% 1,908 $952K
Acorn Creek Capital LLC 0.36% Add +9.1% 1,892 $951K
Raffa Wealth Management, LLC 0.17% Reduce -3.9% 1,889 $950K
M.E. Allison & Co., Inc. 0.66% Add +114.5% 1,883 $947K
Cedar Mountain Advisors, LLC 0.18% Add +1.6% 1,882 $946K
John G Ullman & Associates Inc. 0.13% No change 1,879 $945K
Kelly Financial Group LLC 0.25% Add +53.0% 1,877 $944K
Bigelow Investment Advisors, LLC 0.38% Reduce -0.3% 1,875 $943K
Sterling Wealth Management, Inc. 0.29% Add +22.9% 1,875 $943K
Estabrook Capital Management 0.14% No change 1,875 $943K
Alpha Advisors, LLC 0.71% Add +3.4% 1,873 $942K
Verus Financial Partners, Inc. 0.09% Add +0.2% 1,872 $941K
Rothschild Wealth LLC 0.20% Add +4.8% 1,869 $939K
Whitaker-Myers Wealth Managers, LTD. 0.20% New 1,868 $939K
Wise Wealth Partners 1.43% No change 1,863 $937K
Balance Wealth Partners LLC 0.23% Add +204.1% 1,861 $936K
2UniFi Bank 0.47% Add +56.0% 1,860 $935K
Souders Financial Advisors 0.11% Add +5.4% 1,859 $935K
Thrive Capital Management, LLC 0.24% Reduce -4.2% 1,857 $934K
Bruni J V & Co. 0.09% No change 1,857 $934K
Gentry Private Wealth, LLC 0.65% Add +8.2% 1,855 $933K
Gordian Advisors LLC 0.63% No change 1,852 $931K
Coyle Financial Counsel LLC 0.21% Add +11.8% 1,850 $930K
Harvest Investment Services, LLC 0.19% Reduce -16.3% 1,845 $928K
OneAscent Family Office, LLC 0.75% Reduce -1.1% 1,844 $927K
Bogart Wealth, LLC 0.04% Reduce -11.7% 1,843 $927K
CAP Partners, LLC 0.53% Add +0.4% 1,841 $926K
Diamant Asset Management, Inc. 0.68% No change 1,840 $925K
DMKC Advisory Services, LLC 0.47% Reduce -11.3% 1,838 $924K
Sciencast Management LP 0.17% Reduce -77.3% 1,837 $924K
BetterWealth, LLC 0.22% Add +1.0% 1,836 $923K
VERITY Wealth Advisors 0.58% No change 1,835 $923K
Sequent Planning LLC 0.26% Add +3.7% 1,835 $923K
Semus Wealth Partners LLC 0.52% Add +23.4% 1,834 $922K
TigerOak Management, L.L.C. 0.29% Reduce -6.8% 1,833 $922K
Chokshi & Queen Wealth Advisors, Inc 0.49% No change 1,831 $921K
Dearborn Partners LLC 0.04% Reduce -5.2% 1,828 $919K
Human Investing LLC 0.14% Add +5.9% 1,826 $918K
Lam Group, Inc. 0.57% Reduce -1.7% 1,821 $915K
Mach-1 Financial Group, LLC 0.15% New 1,820 $915K
Integrity Advisory Solutions, LLC 0.15% — 1,820 $915K
Gleason Group, Inc. 0.09% Reduce -4.8% 1,819 $914K
Moisand Fitzgerald Tamayo, LLC 0.11% Reduce -0.3% 1,812 $911K
Elm Partners Management LLC 0.05% Add +46.1% 1,809 $910K
Lifeworks Advisors, LLC 0.12% Reduce -2.1% 1,807 $908K
Trivant Custom Portfolio Group, LLC 0.47% New 1,805 $907K
City National Bank of Florida 0.60% Add +4.3% 1,804 $907K
PAX Financial Group, LLC 0.16% Reduce -4.1% 1,803 $906K
Johnson Financial Group, LLC 0.08% Add +6.6% 1,803 $906K
Grove Street Fiduciary, LLC 0.43% Reduce -1.8% 1,800 $905K
Prosperitas Financial LLC 0.37% Reduce -0.1% 1,793 $901K
Mfa Wealth Advisors, LLC 0.20% Add +1.1% 1,792 $901K
Heritage Wealth Management, Inc./Texas 0.40% No change 1,788 $899K
Clay Northam Wealth Management, LLC 0.51% No change 1,785 $897K
Boothbay Fund Management, LLC 0.02% Reduce -23.2% 1,785 $897K
Strategic Planning Group, LLC 0.12% Reduce -88.8% 1,784 $897K
Northstar Financial Companies, Inc. 0.83% Reduce -3.1% 1,781 $895K
Beirne Wealth Consulting Services, LLC 0.21% Add +72.9% 1,779 $894K
Olistico Wealth, LLC 0.47% No change 1,775 $892K
Atom Investors LP 0.07% No change 1,773 $891K
Clear Point Advisors Inc. 0.69% Reduce -0.1% 1,771 $890K
Rakuten Securities, Inc. 0.33% Add +130.9% 1,771 $890K
Investment Counsel Co. of Nevada 1.81% New 1,769 $889K
Great Waters Wealth Management 0.10% Reduce -1.0% 1,768 $889K
Martin Capital Advisors, LLP 0.54% Reduce -1.1% 1,767 $888K
DT Investment Partners, LLC 0.08% No change 1,766 $888K
RFP Financial Group LLC 0.36% Reduce -0.3% 1,822 $888K
Thoma Capital Management LLC 0.51% Add +4.4% 1,765 $887K
Navalign, LLC 0.23% Reduce -3.5% 1,764 $887K
New Covenant Trust Company, N.A. 0.83% Reduce -14.4% 1,763 $886K
FMB Wealth Management 0.38% Reduce -7.1% 1,763 $886K
Radnor Capital Management, LLC 0.13% Reduce -26.1% 1,760 $885K
Fortitude Family Office, LLC 0.24% Add +1.6% 1,758 $884K
Hyperion Capital Advisors LP 0.47% No change 1,754 $882K
Exchange Bank 0.61% Add +2.9% 1,752 $881K
Maripau Wealth Management LLC 0.44% Reduce -20.2% 1,751 $880K
Winslow Asset Management Inc. 0.17% Add +8.3% 1,751 $880K
King Wealth Management Group 0.11% Add +0.6% 1,749 $879K
Crestmont Private Wealth LLC 0.29% Add +8.8% 1,743 $876K
Yoder Wealth Management, Inc. 0.41% Add +2.8% 1,742 $876K
Alpha Financial Partners LLC 0.57% Add +13.7% 1,740 $875K
RIA Advisory Group LLC 0.23% Add +6.8% 1,739 $874K
Central Bank & Trust Co. 0.14% Add +108.8% 1,727 $868K
Keb Asset Management, LLC 0.19% Add +0.2% 1,726 $868K
49 Wealth Management, LLC 0.08% Add +0.1% 1,717 $863K
Johnson & White Wealth Management, LLC 0.40% Reduce -8.0% 1,716 $863K
Fairvoy Private Wealth, LLC 0.20% Add +6.7% 1,715 $862K
Paragon Financial Partners, Inc. 0.54% Add +10.0% 1,713 $861K
Forza Wealth Management, LLC 0.33% No change 1,711 $860K
Paradigm, Strategies in Wealth Management, LLC 0.55% No change 1,709 $859K
Heritage Family Offices, LLP 0.40% Reduce -2.3% 1,707 $858K
Vista Investment Management 0.30% Reduce -0.9% 1,705 $857K
Sierra Summit Advisors LLC 0.13% New 1,705 $857K
Cooper/Haims Advisors, LLC 0.40% Add +3.7% 1,704 $857K
NBZ Investment Advisors LLC 0.45% New 1,700 $855K
MBA Advisors LLC 0.37% Reduce -4.4% 1,700 $855K
Prevail Innovative Wealth Advisors, LLC 0.17% No change 1,699 $854K
Wealth Dimensions Group, Ltd. 0.18% Reduce -9.2% 1,698 $854K
Drake & Associates, LLC 0.18% Reduce -0.9% 1,742 $851K
Clearwater Capital Advisors, LLC 0.07% Add +0.7% 1,689 $849K
Advanced Portfolio Management, LLC 2.21% Add +0.3% 1,698 $848K
Northern Capital Management, Inc. 0.46% Reduce -1.0% 1,686 $848K
Robinson Smith Wealth Advisors LLC 0.61% No change 1,684 $847K
Carl P. Sherr & Co., LLC 0.40% No change 1,681 $845K
FreeGulliver LLC 0.38% Add +140.3% 1,680 $845K
Rather & Kittrell, Inc. 0.15% Add +120.3% 1,679 $844K
West Bancorporation Inc. 0.47% Add +33.3% 1,678 $844K
Orion Investment Co 0.27% Reduce -10.7% 1,678 $844K
Aigen Investment Management, LP 0.13% Reduce -67.8% 1,677 $843K
Investment Management Corp. /Va/ 0.72% No change 1,671 $840K
Covestor Ltd 0.46% Add +0.4% 1,669 $840K
Capital Square, LLC 0.43% Reduce -6.5% 1,670 $840K
Partners in Financial Planning 0.14% No change 1,669 $839K
Lionshead Wealth Management, LLC 0.66% Add +0.5% 1,665 $837K
Oak Asset Management, LLC 0.29% Reduce -9.5% 1,665 $837K
One Wealth Advisors, LLC 0.10% Reduce -6.2% 1,665 $837K
Dogwood Wealth Management LLC 0.38% Add +5.0% 1,663 $836K
XY Planning Network, Inc. 0.28% No change 1,720 $836K
Progressive Investment Management Corp 0.20% No change 1,660 $835K
Vantage Financial Partners, LLC 0.18% No change 1,660 $834K
Mountain Pacific Investment Advisers LLC 0.13% No change 1,658 $834K
Argent Capital Management LLC 0.02% No change 1,658 $834K
Aletheian Wealth Advisors LLC 0.39% Reduce -1.4% 1,652 $831K
Etesian Wealth Advisors, Inc. 0.27% Reduce -28.6% 1,649 $829K
Wall Street Financial Group, Inc. 0.61% Add +5.7% 1,641 $825K
Financial Network Wealth Advisors LLC 0.90% Reduce -3.0% 1,639 $824K
Rational Advisors, Inc. 0.09% Add +11.1% 1,639 $824K
Port Capital LLC 0.03% Add +7.0% 1,636 $822K
Wealth Management Partners, LLC 0.26% Reduce -0.3% 1,632 $820K
KFA Private Wealth Group, LLC 0.23% Reduce -2.2% 1,628 $818K
Accuvest Global Advisors 0.51% Reduce -44.5% 1,627 $818K
Choice Wealth Advisors LLC 0.35% Reduce -3.8% 1,627 $818K
Hanover Advisors Inc. 0.32% New 1,627 $818K
Compass Wealth Management LLC 0.18% Add +0.6% 1,624 $816K
Capital Investment Services of America, Inc. 0.07% Reduce -12.0% 1,623 $816K
Essential Partners LLC 0.27% Add +18.9% 1,620 $814K
PFG Private Wealth Management, LLC 0.36% Reduce -1.3% 1,619 $814K
Integrity Wealth Solutions LLC 0.36% Add +12.2% 1,619 $814K
Rik Saylor Financial, Inc. 0.59% No change 1,618 $813K
Requisite Capital Management, LLC 0.14% Add +114.9% 1,618 $813K
Warren Street Wealth Advisors, LLC 0.24% Reduce -7.0% 1,617 $813K
Empirical Asset Management, LLC 0.23% Reduce -1.2% 1,617 $813K
Kure Advisory, LLC 0.50% Add +7.7% 1,615 $812K
Goodman Advisory Group, LLC 0.20% Reduce -75.1% 1,615 $812K
Coign Capital Advisors LLC 0.45% Add +17.4% 1,614 $811K
Mainsail Asset Management, LLC 0.36% Add +1.1% 1,614 $811K
Arkos Global Advisors 0.10% Add +11.0% 1,614 $811K
Global Financial Private Client, LLC 0.29% Add +2.0% 1,612 $811K
NewSquare Capital LLC 0.06% Add +51.4% 1,612 $810K
Centerpoint Advisory Group 0.63% Add +0.3% 1,611 $810K
Anson Funds Management LP 0.09% No change 1,611 $810K
Foresight Capital Management Advisors, Inc. 0.46% Add +0.3% 1,609 $809K
Lazari Capital Management, Inc. 0.27% Add +7.4% 1,608 $809K
Clarion Wealth Managment Partners, LLC 0.80% Reduce -8.0% 1,606 $807K
Deroy & Devereaux Private Investment Counsel Inc. 0.04% Reduce -2.5% 1,593 $801K
Dunhill Financial, LLC 0.27% Add +0.6% 1,593 $801K
Scientech Research LLC 0.28% New 1,592 $800K
Red Spruce Capital, LLC 0.33% No change 1,590 $799K
Stenham Asset Management Ltd 0.46% New 1,588 $798K
WealthCollab, LLC 0.37% No change 1,585 $797K
Keyes, Stange & Wooten Wealth Management, LLC 0.39% No change 1,583 $796K
GW&K Investment Management, LLC 0.01% Add +4.4% 1,582 $795K
Fortress Financial Group, LLC 0.61% Reduce -7.5% 1,579 $794K
Tower Wealth Partners, Inc. 0.44% No change 1,578 $793K
McCarthy & Cox 0.18% No change 1,577 $793K
Legacy PCG, LLC 0.48% Reduce -6.8% 1,577 $793K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.19% Add +5.3% 1,575 $792K
Joel Adams & Associates, Inc. 0.64% Reduce -1.3% 1,574 $791K
Melone Private Wealth, LLC 0.36% Add +10.6% 1,572 $790K
Core Wealth Management, Inc. 0.25% Reduce -3.1% 1,571 $790K
Optivise Advisory Services LLC 0.47% Add +25.4% 1,571 $790K
Horizons Wealth Management 0.54% No change 1,566 $787K
Ironwood Financial, llc 0.14% New 1,566 $787K
Shared Vision Wealth Group LLC 0.33% No change 1,598 $786K
Abound Financial, LLC 0.31% Reduce -3.9% 1,563 $786K
Laidlaw Wealth Management LLC 1.87% Reduce -3.9% 1,562 $785K
James Hambro & Partners LLP 0.03% No change 1,559 $784K
IRON Financial LLC 0.37% Reduce -0.1% 1,556 $782K
Vision Capital Management, Inc. 0.10% Add +15.9% 1,554 $781K
Verisail Partners, LLC 0.33% No change 1,551 $780K
Main Street Group, LTD 0.25% Reduce -0.3% 1,551 $780K
Gould Asset Management LLC 0.14% Reduce -6.5% 1,550 $779K
Optima Capital LLC 0.38% Add +5.7% 1,547 $778K
Wiser Advisor Group LLC 0.97% Reduce -1.9% 1,547 $778K
Curran Financial Partners, LLC 0.15% Add +0.6% 1,539 $774K
Ssi Investment Management LLC 0.29% No change 1,535 $772K
GK Wealth Management LLC 0.57% Add +10.2% 1,534 $771K
PFW Advisors LLC 0.23% Add +14.6% 1,533 $771K
Berkeley Capital Partners, LLC 0.18% Reduce -1.8% 1,531 $770K
Accel Wealth Management 0.22% Reduce -7.2% 1,530 $769K
Scarborough Advisors, LLC 0.14% Add +6.2% 1,527 $768K
Highlander Partners, L.P. 0.27% No change 1,525 $767K
Citizens & Northern Corp. 0.19% Reduce -3.2% 1,524 $766K
Citizens Business Bank 0.13% Add +193.1% 1,524 $766K
Guild Investment Management, Inc. 0.61% Reduce -1.6% 1,522 $765K
Compton Financial Group, LLC 0.18% No change 1,520 $764K
ERn Financial, LLC 0.15% Reduce -13.7% 1,519 $764K
Centerline Wealth Advisors, LLC 0.33% Reduce -4.7% 1,517 $763K
HWG Holdings LP 0.19% New 1,517 $763K
SPC Financial, Inc. 0.06% Add +35.9% 1,513 $761K
DGS Capital Management, LLC 0.14% Add +6.2% 1,511 $760K
Aspiring Ventures, LLC 0.28% Add +53.1% 1,511 $760K
Mayfair Advisory Group, LLC 0.33% Reduce -1.5% 1,509 $759K
Briaud Financial Planning Inc 0.25% No change 1,509 $759K
American Institute for Advanced Investment Management, LLP 0.50% No change 1,508 $758K
Dominguez Wealth Management Solutions, Inc. 0.48% No change 1,503 $756K
Petros Family Wealth, LLC 0.63% Reduce -0.5% 1,503 $756K
Systrade AG 0.56% No change 1 $754K
HughesLittle Investment Management Ltd. 0.13% No change 1,500 $754K
Parkwoods Wealth Partners, LLC 0.26% Add +114.1% 1,499 $754K
Truefg, LLC 0.21% No change 1,499 $754K
Salomon & Ludwin, LLC 0.07% Add +77.6% 1,508 $752K
Astoria Portfolio Advisors LLC. 0.20% Reduce -51.4% 1,504 $752K
Hilltop Wealth Advisors, LLC 0.39% Add +93.2% 1,486 $747K
EnRich Financial Partners LLC 0.21% No change 1,486 $747K
Brooks, Moore & Associates, Inc. 0.38% No change 1,485 $747K
Integrated Capital Management, LLC 0.33% Add +32.1% 1,526 $745K
Canandaigua National Trust Co of Florida 0.59% Reduce -31.3% 1,479 $744K
EWG Elevate Inc. 0.23% Reduce -33.1% 1,479 $744K
Seeds Investor LLC 0.16% Reduce -20.4% 1,478 $743K
Johnson Wealth Management, LLC 0.41% — 1,477 $743K
Laird Norton Wetherby Wealth Management, LLC 0.03% No change 1,475 $742K
PFC Capital Group, Inc. 0.31% Reduce -1.9% 1,475 $741K
Connable Office Inc. 0.07% No change 1,471 $740K
Members Wealth LLC 0.47% — 1,479 $737K
Oceanside Advisors LLC 0.46% Reduce -22.3% 1,462 $735K
Horizon Bancorp Inc. 0.35% Reduce -29.1% 1,462 $735K
Sentinel Trust Co. Lba 0.07% No change 1,458 $733K
Optimist Retirement Group LLC 0.33% Add +6.6% 1,457 $732K
Concorde Asset Management, LLC 0.31% — 1,476 $732K
Villere St Denis J & Co. LLC 0.07% No change 1,453 $730K
Sanders Morris Harris LLC 0.10% Add +50.8% 1,452 $730K
Payne Capital LLC 0.74% — 1,450 $729K
Bell & Brown Wealth Advisors, LLC 0.24% No change 1,450 $729K
Holistic Financial Partners 0.30% Add +4.5% 1,449 $728K
44 Wealth Management LLC 0.25% Add +3.2% 1,448 $728K
Cora Capital Advisors LLC 0.31% No change 1,447 $727K
SilverOak Wealth Management LLC 0.12% Add +2.0% 1,447 $727K
Breakthru Advisory Services, LLC 0.48% New 1,445 $726K
Independence Financial Advisors, LLC 0.22% No change 1,444 $726K
Allegiance Financial Group Advisory Services LLC 0.17% Reduce -0.2% 1,442 $725K
OneAscent Wealth Management LLC 0.24% Reduce -1.2% 1,441 $724K
Weinberger Asset Management, Inc 0.26% Add +1.3% 1,439 $723K
Goldstein Advisors, LLC 0.09% Add +6.6% 1,438 $723K
Latitude Advisors, LLC 0.33% Add +3.5% 1,436 $722K
Gutierrez Wealth Advisory, LLC 0.46% Add +31.9% 1,435 $721K
FSC Wealth Advisors, LLC 0.42% Reduce -0.3% 1,435 $721K
Prudent Investors Network, Inc. 0.18% Reduce -11.1% 1,435 $721K
Rogco, LP 0.25% No change 1,433 $720K
Private Capital Advisors, Inc. 0.08% No change 1,431 $719K
Kane Investment Management, Inc. 0.35% Reduce -35.4% 1,429 $718K
Schiavi & Co LLC 0.24% No change 1,428 $718K
Moment Partners, LLC 0.13% Add +80.3% 1,426 $717K
Hapanowicz & Associates Financial Services, Inc 0.33% No change 1,424 $716K
Cantor Fitzgerald Investment Advisors L.P. 0.05% No change 1,423 $716K
Financial Advisors, LLC 0.13% Add +7.6% 1,423 $715K
Mosaic Financial Group, LLC 0.51% No change 1,422 $715K
Miramar Capital, LLC 0.16% Reduce -3.5% 1,421 $714K
Betterment LLC 0.00% Add +66.4% 1,418 $713K
Gitterman Wealth Management, LLC 0.16% Reduce -22.0% 1,418 $713K
Compass Financial Services Inc 0.32% Add +21.4% 1,417 $712K
Luminvest Wealth Management LLC 0.23% No change 1,416 $712K
Avos Capital Management, LLC 0.33% No change 1,414 $711K
Define Financial, LLC 0.43% Add +4.4% 1,413 $710K
Ewing Morris & Co. Investment Partners Ltd. 0.30% No change 1,413 $710K
Woodley Farra Manion Portfolio Management Inc. 0.03% Add +1.9% 1,411 $709K
Fortis Group Advisors, LLC 0.12% Add +7.0% 1,455 $709K
Louisbourg Investments Inc. 0.15% Add +6.0% 1,409 $708K
American State Bank (Iowa) 0.36% Reduce -1.0% 1,405 $706K
Alternative Investment Advisors, LLC. 0.32% Reduce -1.5% 1,405 $706K
Persium Advisors, LLC 0.53% Add +13.2% 1,403 $705K
Millennium Capital Advisors, LLC 0.43% No change 1,402 $705K
Goodman Financial Corp 0.14% No change 1,402 $705K
North Forty Two & Co. 0.69% No change 1,400 $704K
Traub Capital Management LLC 0.69% Reduce -1.4% 1,396 $702K
Alterna Wealth Management, Inc. 0.58% Add +8.7% 1,394 $701K
FC Advisory LLC 0.20% No change 1,392 $700K
Signet Financial Management, LLC 0.08% Add +1.5% 1,390 $699K
Northcape Wealth Management, LLC 0.20% Reduce -1.4% 1,389 $698K
Cetera Trust Company, N.A 0.39% No change 1,387 $697K
Coerente Capital Management 0.12% No change 1,387 $697K
Accelerate Investment Advisors LLC 0.47% Add +22.8% 1,385 $696K
Fortitude Advisory Group L.L.C. 0.37% Reduce -13.0% 1,384 $696K
Brand Asset Management Group, Inc. 0.20% Reduce -5.6% 1,384 $696K
Thurston, Springer, Miller, Herd & Titak, Inc. 1.37% Reduce -89.2% 1,381 $694K
Pure Portfolios Holdings LLC 0.22% Add +3.2% 1,377 $692K
Values Added Financial LLC 0.31% No change 1,375 $691K
SWP Financial LLC 0.35% No change 1,373 $690K
English Capital Management LLC 0.45% No change 1,371 $689K
Aua Capital Management, LLC 0.39% No change 1,370 $689K
Cercano Management LLC 0.03% No change 1,369 $688K
Obsidian Personal Planning Solutions LLC 0.24% Reduce -4.5% 1,438 $687K
Corsicana & Co. 0.39% — 1,366 $687K
Family Investment Center, Inc. 0.14% No change 1,366 $687K
Christensen, King & Associates Investment Services, Inc. 0.29% No change 1,358 $683K
Ranch Capital Advisors Inc. 0.26% No change 1,358 $683K
Highview Capital Management LLC 0.25% Reduce -2.9% 1,354 $681K
Spectrum Investment Advisors, Inc. 0.37% Reduce -9.2% 1,352 $680K
Lecap Asset Management Ltd. 0.24% New 1,352 $680K
Flaharty Asset Management, LLC 0.09% No change 1,351 $679K
Ledgewood Wealth Advisors, LLC 0.40% No change 1,350 $679K
Bonness Enterprises Inc. 0.22% No change 1,350 $679K
Tableaux LLC 0.27% Reduce -71.8% 1,346 $677K
Systematic Alpha Investments, LLC 0.02% No change 1,346 $677K
AAF Wealth Management, LLC 0.31% Reduce -14.3% 1,345 $676K
Kirtland Hills Capital Management, LLC 0.27% No change 1,345 $676K
Matauro, LLC 0.11% Add +43.2% 1,342 $675K
Trustco Bank Corp. N Y 0.61% Add +0.6% 1,340 $674K
Elevate Wealth Advisory, Inc. 0.49% Reduce -70.0% 1,338 $673K
Capital Counsel LLC 0.03% Reduce -74.6% 1,337 $672K
CSS LLC 0.12% No change 1,333 $670K
Atlas Wealth LLC 0.29% Reduce -23.1% 1,332 $670K
Atlas Wealth Partners, LLC 0.68% No change 1,330 $669K
C2C Wealth Management, LLC 0.57% Add +9.0% 1,330 $669K
Trace Wealth Advisors, LLC 0.50% No change 1,330 $669K
Cutler Capital Management, LLC 0.27% No change 1,330 $669K
Abner Herrman & Brock LLC 0.07% New 1,329 $668K
NCM Capital Management, LLC 0.26% Reduce -34.5% 1,328 $668K
Sard Wealth Management Group, LLC 0.38% Add +0.4% 1,327 $667K
Abbot Financial Management, Inc. 0.28% No change 1,321 $664K
Fullerton Fund Management Co Ltd. 0.03% Reduce -34.2% 1,320 $664K
Sandhill Capital Partners LLC 0.05% New 1,318 $663K
Braun-Bostich & Associates Inc. 0.42% Reduce -9.4% 1,316 $662K
Hirtle & Co., LLC 0.03% Reduce -21.3% 1,314 $661K
Trevian Wealth Management LLC 0.35% Add +5.9% 1,312 $660K
Ameliora Wealth Management Ltd. 0.22% No change 1,310 $659K
Goldstream Capital Management Ltd 0.23% No change 1,308 $658K
Blackstone Inc. 0.00% No change 1,307 $657K
First Dallas Securities Inc. 0.25% Reduce -10.3% 1,302 $655K
Bernardo Wealth Planning LLC 0.13% Add +2.0% 1,301 $654K
Talbot Financial, LLC 0.06% No change 1,301 $654K
Arvest Investments, Inc. 0.09% Reduce -7.1% 1,301 $654K
Grace & White Inc. 0.12% No change 1,300 $654K
SFG Wealth Management, LLC. 0.28% Add +62.6% 1,299 $653K
Burns Matteson Capital Management, LLC 0.27% Reduce -38.7% 1,297 $652K
Pines Wealth Management, LLC 0.22% No change 1,297 $652K
Provident Investment Management, Inc. 0.06% No change 1,297 $652K
Veridan Wealth LLC 0.22% — 1,295 $651K
DLK Investment Management, LLC 0.24% Add +8.4% 1,291 $649K
Collective Family Office LLC 0.16% Reduce -14.2% 1,291 $649K
Intellus Advisors LLC 0.09% Add +20.1% 1,289 $648K
USAdvisors Wealth Management, LLC 0.22% Add +4.2% 1,287 $647K
M3 Advisory Group, LLC 0.40% Add +14.1% 1,285 $646K
Formulate Financial LLC 0.80% — 1,285 $646K
DiNuzzo Private Wealth, Inc. 0.07% Reduce -0.1% 1,284 $646K
Michels Family Financial, LLC 0.50% Reduce -22.1% 1,284 $646K
Aspect Partners, LLC 0.29% Add +3.2% 1,283 $645K
Arcadia Wealth Management, LLC 0.26% No change 1,281 $644K
Saxony Capital Management, LLC 0.42% Add +4.4% 1,280 $644K
Wagner Wealth Management, LLC 0.15% Reduce -6.0% 1,280 $644K
Challenger Wealth Management 0.50% Reduce -32.3% 1,279 $643K
Financial Council, LLC 0.28% Add +1.1% 1,277 $642K
Covenant Partners, LLC 0.18% Add +7.7% 1,277 $642K
Up Strategic Wealth Investment Advisors LLC 0.48% Reduce -6.7% 1,292 $641K
Portfolio Strategies, Inc. 0.07% No change 1,275 $641K
Copperleaf Capital, LLC 0.31% Add +153.8% 1,274 $641K
Leeward Financial Partners, LLC 0.18% Reduce -1.4% 1,273 $640K
Brueske Advisory Services, LLC 0.35% Add +2.8% 1,271 $639K
Aspen Wealth Strategies, LLC 0.36% No change 1,269 $638K
Cherry Creek Investment Advisors, Inc. 0.28% Add +0.6% 1,268 $637K
Burk Holdings LLC 0.34% Reduce -0.3% 1,265 $636K
Renaissance Investment Group LLC 0.13% Reduce -2.7% 1,265 $636K
Axiom Financial Strategies, LLC 0.27% Add +5.8% 1,264 $635K
Seneca House Advisors 0.26% Add +13.5% 1,263 $635K
Harbour Capital Advisors, LLC 0.13% Reduce -16.1% 1,264 $635K
Opal Wealth Advisors, LLC 0.18% Add +7.2% 1,259 $633K
Constitution Capital LLC 0.30% Reduce -7.6% 1,256 $631K
Fiduciary Wealth Partners, LLC 0.27% Add +43.9% 1,256 $631K
Strategic Wealth Investment Group, LLC 0.05% New 1,256 $631K
Bellevue Asset Management, LLC 0.29% Reduce -1.4% 1,255 $631K
SwitchPoint Financial Planning, LLC 0.46% Add +2.8% 1,254 $631K
R. W. Roge & Company, Inc. 0.32% Add +2.5% 1,252 $629K
Orleans Capital Management Corp. 0.41% Reduce -70.6% 1,250 $628K
Crumly & Associates Inc. 0.14% New 1,250 $628K
Congress Asset Management Co. 0.00% No change 1,250 $628K
Doliver Advisors, LP 0.16% Reduce -1.7% 1,248 $627K
Gouws Capital LLC 0.34% No change 1,246 $626K
Fearless Solutions, LLC dba Best Invest 0.40% Reduce -0.4% 1,246 $626K
Yoffe Investment Management, LLC 0.81% No change 1,241 $624K
Bruce G. Allen Investments, LLC 0.45% No change 1,241 $624K
Morris Financial Concepts, Inc. 0.23% Add +0.7% 1,241 $624K
Outlook Wealth Advisors, LLC 0.16% Reduce -17.3% 1,241 $624K
Retirement Planning Co of New England, Inc. 0.25% Add +5.5% 1,239 $623K
Davis Investment Partners, LLC 0.21% No change 1,250 $623K
Gray Private Wealth, LLC 0.31% Add +5.2% 1,238 $622K
Sunburst Financial Group, LLC 0.13% Reduce -0.1% 1,238 $622K
Binnacle Investments Inc 0.37% Reduce -22.0% 1,237 $622K
Ascent Capital Management, LLC 0.50% Add +3.4% 1,236 $621K
Alaska Wealth Advisors, LLC 0.08% Reduce -19.6% 1,235 $621K
Mendel Capital Management LLC 0.33% Reduce -2.8% 1,233 $620K
Rf&l Wealth Management, LLC 0.36% Reduce -0.1% 1,232 $619K
Finward Bancorp 0.47% Add +1.0% 1,231 $619K
Paulson Wealth Management Inc. 0.15% Add +8.8% 1,231 $619K
Mitchell & Pahl Private Wealth, LLC 0.26% No change 1,226 $616K
PACK Private Wealth, LLC 0.29% Add +9.4% 1,225 $616K
KRS Capital Management, LLC 0.37% Reduce -5.8% 1,224 $615K
Private Client Services, LLC 0.21% Reduce -63.7% 1,224 $615K
Peddock Capital Advisors, LLC 0.13% No change 1,224 $615K
Attessa Capital LLC 0.36% Reduce -9.0% 1,218 $612K
Significant Wealth Partners LLC 0.30% Add +70.6% 1,218 $612K
Fusion Family Wealth, LLC 0.05% No change 1,216 $611K
A4 Wealth Advisors LLC 0.51% — 1,213 $610K
IFS Advisors, LLC 0.36% No change 1,213 $610K
Cedar Wealth Management, LLC 0.19% No change 1,212 $609K
GEM Asset Management, LLC 0.29% Add +0.5% 1,211 $608K
Windsor Capital Management, LLC 0.17% No change 1,206 $606K
Friday Financial 0.25% Reduce -2.4% 1,204 $605K
Luts & Greenleigh Group, Inc. 0.54% Reduce -1.6% 1,203 $605K
Prospect Financial Services LLC 0.35% Add +30.8% 1,203 $605K
Bestgate Wealth Advisors, LLC 1.07% No change 1,202 $604K
Theory Financial LLC 0.21% Add +1.2% 1,223 $604K
Primoris Wealth Advisors, LLC 0.38% Add +14.6% 1,201 $604K
GFI Investment Counsel Ltd. 0.06% No change 1,197 $602K
Bridge Creek Capital Management LLC 0.17% Reduce -5.9% 1,194 $600K
Portland Financial Advisors Inc 1.28% No change 1,192 $599K
Shum Financial Group, Inc. 0.45% — 1,192 $599K
Threadgill Financial, LLC 0.29% Reduce -18.6% 1,192 $599K
SummitTX Capital, L.P. 0.02% Add +37.4% 1,191 $599K
NorthLanding Financial Partners, LLC 0.50% Reduce -0.8% 1,190 $598K
Brickley Wealth Management 0.10% Add +14.6% 1,190 $598K
Leicht Financial Planning & Wealth Management, Inc. 0.27% No change 1,190 $598K
Frazier Financial Advisors, LLC 0.37% Reduce -8.1% 1,190 $598K
Blackhawk Capital Partners, LLC 0.23% Reduce -2.2% 1,189 $598K
Duncker Streett & Co. Inc. 0.10% Reduce -17.0% 1,188 $597K
Redwood Financial Network Corp 0.38% No change 1,188 $597K
HMV Wealth Advisors, LLC 0.33% Reduce -11.1% 1,185 $596K
Orin Green Financial, LLC 0.24% Add +0.9% 1,184 $595K
Vantage Point Financial LLC 0.23% Reduce -10.5% 1,181 $594K
Joseph P. Lucia & Associates, LLC 0.22% Reduce -1.7% 1,181 $594K
Opinicus Capital, Inc. 0.41% Add +7.1% 1,180 $593K
Conestoga Capital Advisors, LLC 0.01% No change 1,180 $593K
NFC Investments, LLC 0.17% Add +41.0% 1,176 $591K
Mad River Investors 0.25% No change 1,175 $591K
Kilter Group LLC 0.28% No change 1,173 $590K
Certior Financial Group, LLC 0.40% Add +5.5% 1,169 $588K
Commonwealth Retirement Investments LLC 0.20% No change 1,169 $588K
United Capital Management of KS, Inc. 0.08% No change 1,165 $586K
Wiser Wealth Management, Inc 0.13% Add +34.6% 1,162 $584K
Schneider Downs Wealth Management Advisors, LP 0.07% Add +12.6% 1,159 $583K
NerdWallet Wealth Partners, LLC 0.29% — 1,158 $582K
Pioneer Wealth Management Group 0.19% Reduce -0.2% 1,156 $581K
Courage Miller Partners, LLC 0.17% Reduce -59.5% 1,155 $581K
Dividend Assets Capital, LLC 0.10% No change 1,155 $581K
Willow Creek Wealth Management Inc. 0.05% Add +14.7% 1,154 $580K
Rock Point Advisors, LLC 0.15% No change 1,152 $579K
Timonier Family Office, LTD. 0.19% No change 1,150 $578K
Virtus Wealth Solutions LLC 0.11% Reduce -8.9% 1,149 $578K
Stegent Equity Advisors, Inc. 0.47% Reduce -3.9% 1,144 $575K
Strategent Financial, LLC 0.41% Reduce -2.3% 1,143 $575K
Indie Asset Partners, LLC 0.76% No change 1,142 $574K
Heritage Wealth Management, Inc. 0.39% Add +22.2% 1,141 $574K
Arbor Trust Wealth Advisors, LLC 0.26% Reduce -10.6% 1,140 $573K
Bank & Trust Co 0.42% No change 1,139 $573K
Viewpoint Capital Management LLC 0.25% Add +0.6% 1,139 $573K
Slocum, Gordon & Co LLP 0.46% Add +0.1% 1,138 $572K
Burrus Financial Services, Inc. 0.26% No change 1,136 $571K
Tandem Financial, LLC 0.21% Add +138.7% 1,136 $571K
Hurley Capital, LLC 0.32% Add +6.2% 1,135 $571K
Synergy Financial Group, LTD 0.38% No change 1,134 $570K
Anson Capital, Inc. 0.43% Reduce -0.4% 1,132 $569K
Hamilton Wealth, LLC 0.12% Reduce -0.6% 1,132 $569K
TCP Asset Management, LLC 0.10% Add +1.0% 1,131 $569K
Geometric Wealth Advisors 0.08% No change 1,130 $568K
Inman Jager Wealth Management, LLC 0.36% Reduce -11.9% 1,127 $567K
Mendel Money Management 0.24% No change 1,126 $566K
Central Valley Advisors, LLC 0.17% No change 1,122 $564K
Harmony Asset Management LLC 0.19% No change 1,122 $564K
Beacon Harbor Wealth Advisors, Inc. 0.13% Add +0.5% 1,121 $563K
Clark Financial Services Group Inc. 0.30% No change 1,119 $563K
Summit Financial Consulting LLC 0.45% Reduce -4.3% 1,118 $562K
Myecfo, LLC 0.26% Reduce -0.9% 1,116 $561K
Mandatum Life Insurance Co Ltd 0.13% Reduce -7.3% 1,116 $561K
PEAK6 LLC 0.01% Reduce -77.2% 1,115 $560K
Ellevest, Inc. 0.08% Reduce -3.3% 1,114 $560K
Insight Wealth Strategies, LLC 0.07% Reduce -1.7% 1,111 $558K
Barrett & Company, Inc. 0.19% Reduce -3.5% 1,111 $558K
Sims Investment Management, LLC 0.20% Reduce -14.3% 1,109 $558K
Silverleafe Capital Partners, LLC 0.17% Reduce -8.3% 1,108 $557K
Carrera Capital Advisors 0.10% Reduce -1.9% 1,106 $556K
Cranbrook Wealth Management, LLC 0.11% Add +7.1% 1,103 $555K
W Advisors, LLC 0.29% No change 1,103 $555K
Keyvantage Wealth, LLC 0.23% Reduce -3.7% 1,103 $555K
Westover Capital Advisors, LLC 0.10% Reduce -2.3% 1,100 $553K
Lake Hills Wealth Management, LLC 0.29% New 1,096 $551K
Walled Lake Planning & Wealth Management, LLC 0.18% No change 1,095 $551K
New England Professional Planning Group Inc. 0.25% Reduce -3.6% 1,092 $549K
Proactive Wealth Strategies LLC 0.24% No change 1,091 $549K
Chapman Investment Management, LLC 0.39% Reduce -16.1% 1,090 $548K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -1.3% 1,088 $547K
Fusion Capital, LLC 0.16% Add +9.6% 1,145 $547K
Warther Private Wealth, LLC 0.13% Reduce -31.8% 1,080 $543K
Enzi Wealth 0.19% Add +0.4% 1,110 $543K
Aspen Capital Management, LLC 0.14% Reduce -3.6% 1,078 $542K
Rockline Wealth Management, LLC 0.11% Reduce -6.8% 1,078 $542K
Kennedy Investment Group, Inc. 0.21% Reduce -1.0% 1,073 $539K
GenWealth Group, Inc. 0.10% No change 1,073 $539K
BCM Advisors, LLC 0.11% No change 1,120 $539K
Creekside Partners 0.24% Reduce -12.3% 1,072 $539K
West Paces Advisors Inc. 0.11% Reduce -3.3% 1,072 $539K
Barnes Dennig Private Wealth Management LLC 0.58% Reduce -1.9% 1,069 $537K
Graney & King, LLC 0.37% No change 1,069 $537K
Barnes Wealth Management Group, Inc 0.30% Add +0.5% 1,068 $537K
Davis-Rea LTD. 0.13% No change 1,067 $536K
Fonville Wealth Management LLC 0.12% Reduce -4.8% 1,062 $534K
B.O.S.S. Retirement Advisors, LLC 0.13% Add +8.8% 1,062 $534K
Crews Bank & Trust 0.08% Reduce -2.6% 1,059 $532K
L.K. Benson & Company, P.C. 0.29% Reduce -2.2% 1,056 $531K
Running Point Capital Advisors, LLC 0.14% Reduce -2.0% 1,050 $528K
Mowery & Schoenfeld Wealth Management, LLC 0.90% Reduce -12.6% 1,048 $527K
Golden Road Advisors LLC 0.30% Add +22.7% 1,047 $526K
Benchmark Investment Advisors LLC 0.31% — 1,046 $526K
Investors Asset Management of Georgia Inc. /Ga/ 0.22% Add +4.4% 1,044 $525K
Balentine LLC 0.02% Reduce -13.1% 1,043 $524K
Smithbridge Asset Management Inc. 0.08% Reduce -3.2% 1,040 $523K
Granite Group Advisors, LLC 0.32% Add +0.6% 1,039 $522K
MQS Management LLC 0.30% Reduce -23.0% 1,039 $522K
Wilson & Boucher Capital Management, LLC 0.34% Reduce -7.2% 1,038 $522K
Exit Wealth Advisors, LLC. 0.35% — 1,037 $521K
Brogan Financial, Inc. 0.22% Reduce -3.6% 1,036 $521K
Kenora Financial, LLC 0.18% Add +2.2% 1,036 $521K
Left Brain Wealth Management, LLC 0.16% Reduce -4.9% 1,036 $521K
Colton Groome Financial Advisors, LLC 0.16% Add +11.4% 1,035 $520K
Coastwise Capital Group, LLC 0.37% Add +42.9% 1,033 $519K
Dark Forest Capital Management LP 0.02% Add +0.5% 1,032 $519K
Meridian Financial Partners LLC 0.22% Reduce -0.2% 1,037 $518K
Rainier Family Wealth Inc. 0.46% No change 1,030 $518K
Hobbs Wealth Management, LLC 0.43% Add +20.6% 1,029 $517K
Everest Private Wealth 0.33% Add +3.8% 1,029 $517K
Wallace Advisory Group, LLC 0.41% Reduce -24.8% 1,061 $515K
Point Windward Advisors Inc. 0.24% No change 1,025 $515K
Adell Harriman & Carpenter Inc. 0.03% Reduce -30.0% 1,025 $515K
Zevin Asset Management LLC 0.07% Add +17.2% 1,024 $515K
Syntax Research, Inc. 0.33% No change 1,024 $515K
Entrewealth, LLC 0.26% Add +3.4% 1,024 $515K
Farrow Financial, Inc. 0.30% No change 1,023 $514K
Leslie Global Wealth, LLC 0.24% Add +0.4% 1,023 $514K
Purus Wealth Management, LLC 0.16% Reduce -0.4% 1,023 $514K
Monument Capital Management 0.13% No change 1,023 $514K
Panoramic Capital Partners, LLC 0.33% Reduce -4.8% 1,022 $514K
Peterson Wealth Advisors, LLC 0.08% Add +1.6% 1,022 $513K
BCO Wealth Management LLC 0.34% No change 1,019 $512K
Davis Wealth Advisors, LLC 0.46% New 1,019 $512K
Redwood Wealth Management Group, LLC 0.22% Reduce -3.6% 1,019 $512K
Beacon Bank & Trust 0.11% Add +9.6% 1,019 $512K
Daner Wealth Management, LLC 0.33% No change 1,037 $511K
Investment Planning Advisors, Inc. 0.16% Add +35.5% 1,015 $510K
Atlatl Advisers LLC 0.20% Add +78.1% 1,015 $510K
American Asset Management Inc. 0.46% No change 1,014 $510K
HFG Advisors, Inc. 0.38% Add +0.2% 1,014 $510K
Affinity Wealth Management LLC 0.07% No change 1,010 $508K
Quartz Partners, LLC 0.18% Reduce -10.1% 1,010 $508K
Vigilare Wealth Management 0.18% No change 1,005 $505K
AA Financial Advisors, LLC 0.10% Reduce -31.6% 1,004 $505K
Seek First Inc. 0.36% No change 1,002 $504K
Oxler Private Wealth LLC 0.15% No change 1,001 $503K
Night Owl Capital Management, LLC 0.05% No change 1,000 $503K
Chico Wealth RIA 0.34% Reduce -0.6% 999 $502K
Highland Financial Advisors, LLC 0.14% Add +7.1% 999 $502K
Worth Financial Advisory Group, LLC 0.28% Add +1.0% 998 $502K
US Asset Management LLC 0.41% No change 996 $501K
FSA Wealth Management LLC 0.18% Reduce -8.0% 996 $501K
Renaissance Group LLC 0.02% Reduce -42.5% 996 $501K
Marotta Asset Management 0.09% Reduce -12.2% 1,005 $501K
Hara Capital LLC 0.29% No change 992 $499K
Oxinas Partners, LLC 0.27% Reduce -16.3% 989 $497K
Blue Sky Capital Consultants Group, Inc. 0.22% Reduce -13.2% 989 $497K
Toth Financial Advisory Corp. 0.05% Reduce -3.0% 987 $496K
Noble Wealth Management PBC 0.26% — 986 $496K
Pinnacle Family Advisors, LLC 0.22% Reduce -6.9% 982 $494K
Postrock Partners LLC 0.22% No change 981 $493K
Plotkin Financial Advisors, LLC 0.24% Add +22.7% 979 $492K
LYNX Capital Group Ltd. 0.23% No change 975 $490K
Swan Global Investments, LLC 0.02% New 974 $490K
Eschler Asset Management LLP 0.36% New 972 $489K
Valley Wealth Managers, Inc. 0.03% Add +44.7% 971 $488K
Guidance Point Advisors, LLC 0.12% Reduce -3.9% 968 $487K
Kingdom Financial Group LLC. 0.30% New 968 $487K
ArborFi Advisors, LLC 0.40% Reduce -3.4% 967 $486K
McCarter Private Wealth Services LLC 0.25% Add +43.5% 966 $486K
Tanglewood Legacy Advisors, LLC 0.19% No change 966 $486K
Accretive Wealth Partners, LLC 0.15% Reduce -1.8% 966 $486K
Atlas Private Wealth Advisors 0.12% Reduce -54.9% 966 $486K
Precedent Wealth Partners, LLC 0.11% Add +7.7% 965 $485K
Woodward Diversified Capital, LLC 0.23% Reduce -9.4% 964 $485K
Towneley Capital Management, Inc / DE 0.11% No change 963 $484K
Richardson Financial Services Inc. 0.30% Reduce -4.2% 961 $483K
1834 Investment Advisors Co. 0.06% No change 960 $483K
Richard C. Young & CO., LTD. 0.04% Reduce -0.5% 956 $481K
Kings Path Partners LLC 0.18% No change 955 $480K
Seven Springs Wealth Group, LLC 0.12% Add +26.5% 955 $480K
Kessler Investment Group, LLC 0.21% New 954 $480K
Morling Financial Advisors, LLC 0.16% Add +17.2% 953 $479K
Passive Capital Management, LLC. 0.16% No change 953 $479K
Echo45 Advisors LLC 0.28% Reduce -3.3% 952 $479K
CM Wealth Advisors LLC 0.13% No change 952 $479K
New Millennium Group LLC 0.22% Reduce -29.5% 951 $478K
Invenio Wealth Partners LLC 0.17% No change 951 $478K
Cox Capital Mgt LLC 0.31% No change 950 $478K
Presper Financial Architects, LLC 0.28% Add +11.1% 949 $477K
Siligmueller & Norvid Wealth Advisors LLC 0.21% Add +37.3% 949 $477K
Legacy Wealth Management, LLC / MS 0.14% Reduce -32.2% 949 $477K
Roxbury Financial LLC 0.44% No change 948 $477K
William Mack & Associates, Inc. 0.26% Reduce -1.1% 948 $476K
Divergent Planning, LLC 0.13% No change 954 $476K
Boyd Wealth Management, LLC 0.20% No change 945 $475K
Rosenblum Silverman Sutton S F Inc. 0.11% No change 945 $475K
Stone Summit Wealth LLC 0.13% Reduce -3.6% 940 $473K
PCG Wealth Advisors, LLC 0.14% Reduce -0.2% 938 $472K
Collaborative Wealth Managment Inc. 0.19% No change 938 $472K
Manske Wealth Management 0.14% Add +1.0% 938 $472K
KOM Wealth Management Group, LLC 0.36% Reduce -0.7% 937 $471K
Griffith & Werner, Inc. 0.24% — 947 $471K
Mustico Financial Group, Inc. 0.48% Reduce -0.2% 1,027 $471K
Heritage Oak Wealth Advisors LLC 0.17% Add +109.9% 936 $471K
Private Capital Management, LLC 0.04% New 936 $471K
Client 1ST Advisory Group, LLC 0.16% Reduce -31.9% 935 $470K
NDVR, Inc. 0.39% Add +4.1% 930 $468K
Prism Advisors, Inc. 0.13% No change 925 $465K
Rialto Wealth Management, LLC 0.12% Reduce -27.6% 925 $465K
Ipswich Investment Management Co., Inc. 0.11% No change 925 $465K
Clear Investment Research, LLC 0.62% Add +0.8% 922 $464K
Investment Advisory Services Inc. /TX 0.15% No change 922 $464K
Moller Wealth Partners 0.10% Reduce -2.4% 922 $464K
Synergy Investment Management, LLC 0.18% Add +5.0% 922 $464K
Advance Capital Management, Inc. 0.02% Reduce -6.6% 921 $463K
ONE Advisory Partners, LLC 0.14% No change 941 $463K
Golden Bell Financial Planning LLC 0.40% No change 918 $462K
Pinney & Scofield, Inc. 0.29% No change 918 $462K
American National Bank of Texas 0.43% — 917 $461K
Tucker Asset Management LLC 0.14% Add +1.8% 916 $461K
Cascade Wealth Advisors, Inc 0.23% Reduce -2.6% 926 $460K
New England Capital Financial Advisors LLC 0.20% No change 915 $460K
Valued Retirements, Inc. 0.52% No change 945 $459K
Wells Trecaso Financial Group, LLC 0.22% Reduce -50.8% 910 $457K
AJ Advisors, LLC 0.19% Reduce -57.1% 910 $457K
Western Financial Corp 0.20% Add +8.7% 908 $456K
Alpha Zero LLC 0.26% Reduce -7.4% 905 $455K
Mullaney, Keating & Wright, Inc. 0.25% No change 904 $454K
BNC Wealth Management, LLC 0.11% Reduce -87.3% 904 $454K
Tull Financial Group, Inc. 0.20% Add +1.7% 902 $453K
Boston Common Asset Management, LLC 0.01% No change 900 $452K
IFS Group,LLC 0.40% — 908 $452K
Donor Advised Charitable Giving, Inc. 0.01% No change 898 $451K
Lifelong Wealth Advisors, Inc. 0.13% Reduce -0.4% 897 $451K
Evolution Advisers, Inc. 0.20% No change 905 $450K
ELCO Management Co., LLC 0.24% No change 895 $450K
Grantvest Financial Group LLC 0.31% Add +2.4% 892 $448K
17 Capital Partners, LLC 0.24% No change 891 $448K
Chelsea Counsel Co. 0.20% No change 889 $447K
Shakespeare Wealth Management, LLC 0.10% Reduce -3.3% 887 $446K
Note Advisors, LLC 0.26% Add +3.0% 886 $445K
Ehrlich Financial Group 0.26% Add +1.5% 885 $445K
Higgins & Schmidt Wealth Strategies LLC 0.22% Add +7.9% 885 $445K
Quantum Financial Planning Services, Inc. 0.18% No change 884 $444K
Kondo Wealth Advisors, Inc. 0.18% Add +2.0% 883 $444K
West Wealth Group, LLC 0.10% Add +7.2% 893 $443K
Ceera Investments, LLC 0.14% Add +105.1% 878 $441K
Asset Allocation Strategies LLC 0.09% Reduce -0.2% 878 $441K
Summit Global Investments 0.03% Reduce -93.3% 878 $441K
Custos Family Office, LLC 0.25% Add +12.7% 877 $441K
Orion Capital Management LLC 0.15% No change 877 $441K
Gibson Wealth Advisors LLC 0.31% No change 875 $440K
LVZ, Inc. 0.05% Add +0.7% 872 $438K
Bay Rivers Group 0.18% Reduce -49.5% 870 $437K
New Century Financial Group, LLC 0.77% Reduce -32.1% 867 $436K
Lakeshore Financial Planning, Inc. 0.16% No change 867 $436K
Pinnacle Wealth Management Group, Inc. 0.22% Reduce -0.7% 866 $435K
Astoria Strategic Wealth, Inc. 0.11% Add +0.2% 866 $435K
MontVue Capital Management, Inc. 0.29% No change 863 $434K
Builder Investment Group Inc. 0.10% No change 862 $433K
Refined Wealth Management 0.28% Add +23.2% 860 $432K
HRC Wealth Management, LLC 0.21% No change 858 $431K
Lansing Street Advisors 0.11% Add +67.6% 858 $431K
Cornerstone Planning Group LLC 0.07% Add +7.4% 900 $431K
Fortis Advisors, LLC 0.25% No change 856 $430K
Keener Financial Planning LLC 0.20% Reduce -18.9% 856 $430K
Houlihan Financial Resource Group, Ltd. 0.38% Reduce -39.1% 854 $429K
Astra Wealth Partners LLC 0.30% Add +13.6% 854 $429K
Medallion Wealth Advisors, LLC 0.15% No change 854 $429K
TradeWell Securities, LLC. 0.18% Add +8.6% 861 $429K
Innova Wealth Partners 0.23% Add +3.5% 853 $429K
George Kaiser Family Foundation 0.06% No change 849 $427K
Prescott Group Capital Management, L.L.C. 0.04% No change 849 $427K
Optiver Holding B.V. 0.01% Reduce -94.4% 846 $425K
Towne Trust Company, N.A 0.14% No change 845 $425K
Providence Capital Advisors, LLC 0.07% Reduce -30.1% 845 $425K
Vertex Planning Partners, LLC 0.08% Add +24.9% 844 $424K
Avid Wealth Partners LLC 0.21% Add +8.8% 843 $424K
Hoge Financial Services, LLC 0.24% Add +11.7% 841 $423K
American Wealth Advisors, LLC 0.42% — 840 $422K
Hager Investment Management Services, LLC 0.23% Add +1.0% 840 $422K
Avondale Wealth Management 0.23% Reduce -43.8% 840 $422K
Chatham Capital Group, Inc. 0.06% No change 835 $420K
One Plus One Wealth Management, LLC 0.20% Add +18.7% 832 $418K
Global Wealth Strategies & Associates 0.11% Add +0.7% 832 $418K
LifePlan Investment Advisors, Inc. 0.18% Add +61.0% 831 $418K
Widmann Financial Services, Inc. 0.26% Add +13.2% 830 $417K
Wealth Preservation Advisors, LLC 0.24% Add +8.8% 828 $416K
Addison Capital Co 0.12% No change 828 $416K
Market Street Wealth Management Advisors LLC 0.07% Reduce -4.9% 828 $416K
Level Wealth Management LLC 0.22% No change 824 $414K
Next Level Wealth Planning, LLC 0.23% Reduce -7.8% 822 $413K
Jacobson & Schmitt Advisors, LLC 0.07% Add +1.4% 822 $413K
Ruggaard & Associates LLC 0.15% Reduce -1.8% 821 $413K
Mills Wealth Advisors LLC 0.17% Add +0.6% 820 $412K
jvl associates llc 0.14% Add +2.4% 819 $412K
Steph & Co. 0.13% Add +3.7% 818 $411K
Barings LLC 0.01% No change 818 $411K
Aspire Private Capital, LLC 0.09% Add +0.7% 816 $410K
City Center Advisors, LLC 0.40% Reduce -6.2% 814 $409K
Prosperity Wealth Management, Inc. 0.14% Add +1.3% 811 $408K
Instrumental Wealth, LLC 0.29% Add +8.0% 851 $407K
Cowa, LLC 0.14% Add +22.7% 810 $407K
Harrell Investment Partners, LLC 0.10% No change 810 $407K
Bay Capital Advisors, LLC 0.26% Reduce -0.4% 809 $407K
Ferguson Shapiro LLC 0.13% No change 809 $407K
Northeast Financial Group, Inc. 0.10% Add +7.7% 809 $407K
Shorepoint Capital Partners LLC 0.08% — 809 $407K
Asio Capital, LLC 0.06% No change 809 $407K
KERR FINANCIAL PLANNING Corp 0.57% — 801 $406K
Waller Financial Planning Group, Inc. 0.09% Add +63.8% 806 $405K
Vestia Personal Wealth Advisors 0.21% Add +3.0% 801 $403K
Flywheel Private Wealth LLC 0.31% No change 800 $402K
Friedenthal Financial 0.21% No change 800 $402K
Silver Coast Investments LLC 0.14% No change 800 $402K
Nia Impact Advisors, LLC 0.13% No change 800 $402K
Skylands Capital, LLC 0.06% Reduce -11.1% 800 $402K
Connors Investor Services Inc. 0.03% No change 800 $402K
Maltin Wealth Management, Inc. 0.17% Add +0.3% 799 $402K
Single Point Partners, LLC 0.08% Add +22.2% 799 $402K
Fortitude Financial, LLC 0.33% Reduce -8.4% 7,024 $401K
Sagace Wealth Management LLC 0.27% New 796 $400K
Wealth Management Associates, Inc. 0.14% Reduce -0.3% 796 $400K
Delaney Dennis R 0.20% No change 795 $400K
Citrine Capital LLC 0.18% Reduce -2.6% 792 $398K
Joule Financial, LLC 0.12% Add +6.5% 792 $398K
Lion Street Advisors, LLC 0.14% Reduce -26.5% 1,384 $397K
One Wealth Management Investment & Advisory Services, LLC 0.46% No change 790 $397K
Howard Bailey Securities, LLC 0.11% Reduce -16.2% 790 $397K
Core Wealth Advisors, Inc. 0.10% Reduce -6.1% 790 $397K
Financial Guidance Group, Inc. 0.18% No change 788 $396K
Fairfield, Bush & Co. 0.20% Reduce -6.5% 787 $396K
Chiron Capital Management, LLC 0.34% No change 786 $395K
Tobias Financial Advisors, Inc. 0.06% Add +8.4% 786 $395K
OMC Financial Services LTD 0.15% New 785 $395K
Carderock Capital Management Inc. 0.10% No change 785 $395K
Buck Wealth Strategies, LLC 0.05% Add +21.3% 785 $395K
Ackerman Asset Management, LLC 0.28% No change 783 $394K
Clearview Wealth Advisors LLC 0.25% Reduce -4.3% 783 $394K
ICONIQ Capital, LLC 0.00% Reduce -90.4% 782 $393K
JBGlobal.com LLC 0.40% Reduce -3.3% 781 $393K
Tolleson Wealth Management, Inc. 0.06% New 780 $392K
ACT Advisors, LLC. 0.16% Reduce -5.0% 777 $391K
TSA Wealth Managment LLC 0.13% Add +23.2% 775 $390K
Sara-Bay Financial 0.11% Reduce -12.6% 775 $390K
Nottingham Advisors, Inc. 0.05% Add +1.3% 775 $390K
Independent Solutions Wealth Management, LLC 0.07% Add +59.8% 772 $388K
Plum Street Advisors, LLC 0.15% No change 771 $388K
Edge Financial Advisors LLC 0.17% Reduce -1.7% 771 $388K
Howard Wealth Management, LLC 0.18% Reduce -1.0% 770 $387K
Community Bank, N.A. 0.05% Add +1.3% 770 $387K
Strategic Planning, Inc. 0.22% Add +56.6% 769 $387K
Point72 Asia (Singapore) Pte. Ltd. 0.06% New 769 $387K
Cape Investment Advisory, Inc. 0.38% Reduce -53.1% 765 $385K
Members Advisory Group LLC 0.14% No change 765 $385K
ETF Store, Inc. 0.41% Reduce -14.6% 763 $384K
McElhenny Sheffield Capital Management, LLC 0.09% Add +46.7% 763 $384K
Meridian Financial Advisors, LLC 0.21% No change 759 $382K
Unified Investment Management 0.38% No change 758 $381K
Hidden Cove Wealth Management, LLC 0.25% Add +9.2% 758 $381K
Nicholson Wealth Management Group, LLC 0.22% No change 758 $381K
Keystone Financial Group, Inc. 0.21% No change 756 $380K
Lighthouse Wealth Management Inc. 0.31% No change 754 $379K
Balanced Rock Investment Advisors LLC 0.28% Add +2.9% 754 $379K
Claris Advisors, LLC / Mo / 0.13% No change 778 $378K
Biltmore Wealth Management, LLC 0.14% No change 751 $378K
Floyd Financial Group LLC 0.28% Reduce -3.8% 767 $377K
Arbor Capital Management Inc. 0.30% No change 756 $377K
Midwest Professional Planners, LTD. 0.09% No change 748 $376K
Pathway Financial Advisors LLC 0.05% No change 748 $376K
Haven Private, LLC 0.17% Reduce -65.1% 746 $375K
Kaizen Financial Strategies 0.17% Add +5.9% 759 $374K
Earnest Partners LLC 0.00% Reduce -16.4% 743 $374K
JDM Financial Group LLC 0.16% No change 742 $373K
Ibex Wealth Advisors 0.04% Reduce -93.6% 740 $372K
Monument Group Wealth Advisors, LLC 0.22% No change 738 $371K
Harbor Asset Planning, Inc. 0.33% No change 737 $371K
Momentous Wealth Management, Inc. 0.23% Reduce -49.6% 737 $371K
Lavaca Capital LLC 0.07% Add +0.3% 736 $370K
Rovin Capital /Ut/ 0.10% Reduce -3.8% 735 $370K
Round Hill Asset Management 0.24% No change 735 $370K
Eagle Rock Investment Company, LLC 0.06% No change 734 $369K
Saxon Interests, Inc. 0.14% Reduce -12.7% 733 $369K
Walker Asset Management, LLC 0.21% Add +15.8% 732 $368K
Old Second National Bank of Aurora 0.08% Reduce -3.2% 731 $368K
WorthPointe, LLC 0.14% Reduce -0.7% 730 $367K
Mason & Associates, LLC 0.09% No change 755 $367K
Tamar Securities, LLC 0.04% Reduce -0.4% 728 $366K
IVC Wealth Advisors LLC 0.16% No change 728 $366K
Omega Financial Group, LLC 0.12% Reduce -24.7% 727 $365K
Stordahl Capital Management, Inc. 0.08% Reduce -15.5% 727 $365K
V. M. Manning & Co., Inc. 0.33% New 722 $365K
Measured Wealth Private Client Group, LLC 0.10% Add +1.1% 725 $365K
Kraft, Davis & Associates, LLC 0.09% Reduce -1.8% 728 $364K
Somerset Trust Co 0.11% Reduce -3.3% 724 $364K
MilWealth Group LLC 0.09% No change 724 $364K
21 West Wealth Management LLC 0.34% Reduce -0.7% 723 $363K
Clarendon Private LLC 0.33% Reduce -2.7% 723 $363K
Shira Ridge Wealth Management 0.15% Add +3.1% 721 $362K
Lockerman Financial Group, Inc. 0.46% No change 720 $362K
Bond & Devick Financial Network, Inc. 0.11% Add +10.8% 720 $362K
Alliance Wealth Management Group 0.08% New 720 $362K
Towercrest Capital Management 0.06% New 720 $362K
Eaton-Cambridge Inc. 0.13% Add +3.3% 719 $361K
Integrity Investment Advisors, LLC 0.24% Reduce -43.6% 716 $360K
Reston Wealth Management LLC 0.12% Reduce -11.9% 716 $360K
Hill Island Financial LLC 0.09% No change 715 $360K
GatePass Capital, LLC 0.21% Reduce -4.5% 715 $360K
Yeomans Consulting Group, Inc. 0.12% Reduce -2.2% 721 $359K
Accredited Wealth Management, LLC 0.27% Reduce -86.0% 100 $358K
Financial Advocates Investment Management 0.20% Reduce -89.5% 711 $357K
Royal Fund Management, LLC 0.04% Add +9.2% 711 $357K
Davies Financial Advisors, Inc. 0.29% Reduce -37.3% 710 $357K
RPS Advisory Solutions LLC 0.18% Reduce -7.9% 710 $357K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.12% Reduce -5.0% 710 $357K
SPG Advisors LLC 4.10% No change 709 $356K
Reliant Investment Management, LLC 0.14% Reduce -12.4% 709 $356K
Libra Wealth LLC 0.11% Add +20.2% 709 $356K
Pacific Point Advisors, LLC 0.21% New 708 $356K
XTX Topco Ltd 0.02% Reduce -97.8% 707 $355K
Cannon Wealth Management Services, LLC 0.27% No change 705 $354K
Copley Financial Group, Inc. 0.24% Reduce -1.0% 705 $354K
Ariston Services Group 0.21% No change 705 $354K
GreatBanc Trust CO 0.24% — 704 $354K
Point72 (DIFC) Ltd 0.02% New 703 $354K
Morton Brown Family Wealth, LLC 0.10% Reduce -22.1% 703 $353K
Stewardship Advisors, LLC 0.08% Reduce -1.1% 703 $353K
Kendall Capital Management 0.08% Add +3.7% 703 $353K
Peck Wealth Management, LLC 0.34% — 700 $352K
Lighthouse Financial LLC 0.23% Reduce -28.6% 700 $352K
Long Road Investment Counsel, LLC 0.12% No change 700 $352K
McCollum Christoferson Group LLC 0.10% No change 700 $352K
Peak Financial Management, Inc. 0.09% No change 700 $352K
Sompo Asset Management Co., Ltd. 0.06% No change 700 $352K
OxenFree Capital LLC 0.19% Add +13.7% 704 $352K
Innovative Wealth Building LLC 0.27% No change 698 $351K
Pacific Wealth Strategies Group, Inc. 0.22% Add +27.4% 698 $351K
Axis Wealth Partners, LLC 0.20% Add +8.8% 696 $350K
Founders Capital Management 0.19% Add +7.8% 695 $349K
Aljian Capital Management, LLC 0.07% Reduce -1.4% 693 $348K
Enclave Advisors LLC 0.05% No change 693 $348K
MayTech Global Investments, LLC 0.04% No change 692 $348K
Blue Barn Wealth, LLC 0.15% Add +16.5% 691 $347K
Stonebridge Financial Planning Group, LLC 0.13% No change 691 $347K
Hobbs Group Advisors, LLC 0.11% Reduce -0.7% 691 $347K
Signal Tree Financial Partners LLC 0.27% No change 696 $347K
Brio Consultants, LLC 0.05% Reduce -2.0% 685 $344K
MADDEN SECURITIES Corp 0.11% Add +3.0% 684 $344K
Providence First Trust Co 0.12% Add +53.0% 684 $344K
Oak Wealth Advisors LLC 0.20% No change 683 $343K
Peninsula Asset Management Inc. 0.18% No change 682 $343K
Delos Wealth Advisors, LLC 0.23% No change 681 $342K
Acima Private Wealth, LLC 0.11% No change 679 $341K
Wilkins Miller Wealth Management, LLC 0.21% Add +0.9% 677 $340K
MBE Wealth Management, LLC 0.15% Add +1.4% 677 $340K
Future Financial Wealth Managment LLC 0.21% Reduce -30.7% 676 $340K
Petredis Investment Advisors LLC 0.03% Add +17.4% 675 $339K
Maren Capital LLC 0.02% No change 675 $339K
FSA Advisors, Inc. 0.27% Add +5.8% 675 $339K
Clifford Group, LLC 0.26% No change 673 $338K
ADG Wealth Management Group, LLC 0.27% Add +16.7% 671 $337K
Oxford Asset Management LLP 0.11% Reduce -1.3% 670 $337K
Valley Forge Investment Consultants Inc. Adv 0.10% Reduce -10.9% 670 $337K
Kiker Wealth Management, LLC 0.17% Add +1.5% 668 $336K
OneAscent Investment Solutions LLC 0.35% Reduce -9.8% 663 $333K
Arcadia Investment Management Corp. 0.05% No change 663 $333K
O'Brien Wealth Partners LLC 0.05% Add +0.3% 663 $333K
American Capital Advisory, LLC 0.15% Reduce -2.8% 662 $333K
Global Strategic Investment Solutions, LLC 0.03% Reduce -1.8% 662 $333K
Navis Wealth Advisors, LLC 0.25% No change 661 $332K
Bollard Group LLC 0.01% No change 660 $332K
10Elms LLP 0.34% No change 660 $332K
Elefante Mark B 0.21% Add +11.5% 660 $332K
Bear Mountain Capital, Inc. 0.11% No change 675 $332K
Corundum Trust Company, INC 0.72% Reduce -1.1% 659 $331K
Kaufman Rossin Wealth, LLC 0.18% Add +25.8% 659 $331K
BXM Wealth LLC 0.31% Reduce -1.2% 658 $331K
OmniStar Financial Group, Inc. 0.20% Reduce -0.5% 657 $330K
VestGen Investment Management 0.20% Reduce -63.4% 657 $330K
Twin Focus Capital Partners, LLC 0.04% No change 656 $330K
VanderPol Investments L.L.C. 0.64% Add +42.5% 670 $330K
Brian Low Financial Group, LLC 0.25% Add +13.0% 653 $328K
Kaydan Wealth Management, Inc. 0.09% No change 653 $328K
Family Legacy Financial Solutions, LLC 0.25% Reduce -1.1% 652 $328K
Caxton Corp. 1.43% Add +3.0% 651 $327K
Squire Investment Management Company, LLC 0.11% Reduce -0.9% 651 $327K
First Washington CORP 0.09% No change 650 $327K
Conservest Capital Advisors, Inc. 0.03% Add +5.3% 650 $327K
Legacy Wealth Managment, LLC 0.15% Add +129.5% 645 $324K
Penn Davis McFarland Inc. 0.03% No change 645 $324K
Swisher Financial Concepts, Inc. 0.19% Add +0.3% 644 $324K
Compass Planning Associates Inc 0.29% Add +17.9% 638 $321K
HTG Investment Advisors, Inc. 0.11% Reduce -9.1% 638 $321K
Phillips Wealth Planners LLC 0.27% No change 641 $321K
Flower City Capital 0.17% No change 637 $320K
Evolution Wealth Management Inc. 0.33% Add +9.4% 637 $320K
Eight 31 Financial, LLC 0.18% New 636 $320K
Narwhal Capital Management 0.02% Reduce -24.2% 636 $320K
Spahn Wealth & Retirement LLC 0.19% Reduce -4.5% 634 $319K
CWC Advisors, LLC. 0.16% No change 634 $319K
Montgomery Investment Management Inc. 0.11% No change 634 $319K
Andina Capital Management, LLC 0.18% Add +37.1% 628 $316K
RHS Financial, LLC 0.16% Reduce -34.6% 628 $316K
Fidato Wealth LLC 0.21% New 627 $315K
Landmark Wealth Management, LLC 0.12% No change 624 $314K
Pacific Capital Partners Ltd 0.35% New 622 $313K
Carmel Capital Partners, LLC 0.13% Reduce -74.9% 622 $313K
Values First Advisors, Inc. 0.17% No change 621 $312K
Great Oak Capital Partners, LLC 0.08% Reduce -27.4% 626 $312K
Dixon Fnancial Services, Inc. 0.14% Add +8.6% 620 $312K
Blue Square Asset Management, LLC 0.14% No change 620 $312K
SIH Partners, LLLP 0.03% Reduce -35.5% 620 $312K
Morse Asset Management, Inc 0.06% Reduce -73.4% 618 $311K
Chase Investment Counsel Corp. 0.09% Reduce -2.7% 618 $310K
Code Waechter LLC 0.20% No change 625 $310K
Centennial Bank 0.12% No change 615 $309K
Second Half Financial Partners, LLC 0.14% Add +0.2% 614 $309K
Afg Fiduciary Services Limited Partnership 0.18% No change 619 $308K
Latko Wealth Management, Ltd. 0.16% Add +3.2% 612 $308K
Pacific Wealth Management 0.15% No change 612 $308K
Eastover Investment Advisors LLC 0.13% Reduce -14.7% 611 $307K
Nixon Capital, LLC 0.09% No change 610 $307K
McCarthy Asset Management, Inc. 0.20% Reduce -2.1% 609 $306K
Prepared Retirement Institute LLC 0.16% Add +5.9% 609 $306K
Clark & Stuart, Inc 0.22% No change 607 $305K
Financial Freedom, LLC 0.15% Add +1.2% 607 $305K
Petix & Botte Co 0.07% No change 606 $305K
Total Wealth Planning, LLC 0.04% Add +8.8% 606 $305K
Lipe & Dalton 0.15% No change 605 $304K
Advisor Resource Council 0.41% Reduce -90.6% 604 $304K
Brewster Financial Planning LLC 0.19% No change 604 $304K
Notis-McConarty Edward 0.14% Reduce -0.7% 604 $304K
Occudo Quantitative Strategies LP 0.04% New 604 $304K
Awm Capital, LLC 0.03% Reduce -14.0% 604 $304K
PFS Partners, LLC 0.14% No change 603 $303K
Fox Run Management, L.L.C. 0.05% Reduce -86.9% 603 $303K
Nicollet Investment Management, Inc. 0.10% Reduce -19.5% 602 $303K
Legal Advantage Investments, Inc. 0.14% No change 600 $302K
Bawa N Mallick Trust 0.11% No change 600 $302K
Masso Torrence Wealth Management Inc. 0.13% Reduce -36.3% 599 $301K
Sustainable Insight Capital Management, LLC 0.09% Reduce -7.7% 599 $301K
Cottage Street Advisors LLC 0.13% No change 597 $300K
Sound Stewardship, LLC 0.14% Reduce -0.2% 594 $299K
Kelly Financial Services LLC 0.08% Reduce -8.3% 594 $299K
Hibernia Wealth Partners, LLC 0.19% Reduce -45.9% 595 $298K
Marathon Strategic Advisors, LLC 0.24% Reduce -3.7% 593 $298K
Cypress Capital, LLC 0.09% Reduce -10.4% 593 $298K
Aerodigm Wealth, LLC 0.13% Add +21.3% 598 $298K
Impact Partnership Wealth, LLC 0.04% Reduce -53.5% 592 $298K
Caxton Associates LLP 0.01% New 592 $298K
Millington Financial Advisors, LLC 0.14% Add +0.2% 601 $296K
EntryPoint Capital, LLC 0.11% New 588 $296K
Beacon Bridge Wealth Partners, LLC 0.11% Add +8.3% 588 $296K
Encompass More Asset Management 0.06% Reduce -12.8% 586 $295K
Paul R. Ried Financial Group, LLC 0.15% Reduce -19.1% 585 $294K
Clarity Asset Management, Inc. 0.16% Reduce -15.3% 582 $293K
Elite Life Management LLC 0.60% Add +13.1% 589 $292K
Burkett Financial Services, LLC 0.10% Add +6.4% 579 $291K
Ascent Wealth Partners, LLC 0.03% Add +1.8% 579 $291K
Perkins Coie Trust Co 0.05% Reduce -10.4% 577 $290K
TD Capital Management LLC 0.03% No change 576 $290K
RiverGlades Family Offices LLC 0.18% No change 575 $289K
Abich Financial Wealth Management LLC 0.10% — 575 $289K
Genus Capital Management Inc. 0.03% Reduce -92.6% 575 $289K
Capital Squared Financial LLC 0.25% Add +36.3% 574 $289K
Landing Point Financial Group, LLC 0.15% New 574 $289K
Lowe Wealth Advisors, LLC 0.11% No change 574 $289K
Verus Wealth Management, LLC 0.27% Reduce -2.0% 573 $288K
Retirement Guys Formula LLC 0.10% Add +5.2% 571 $287K
Strathmore Capital Advisors, Inc. 0.12% Add +8.6% 570 $287K
Blackston Financial Advisory Group, LLC 0.17% Reduce -53.1% 569 $286K
Seaside Wealth Management, Inc. 0.08% Add +2.5% 569 $286K
Investors Research Corp 0.05% No change 569 $286K
Seneca Financial Advisors LLC 0.09% Add +21.9% 568 $286K
Strengthening Families & Communities, LLC 0.06% New 568 $286K
Wealth Advisors Northwest LLC 0.14% Add +1.1% 566 $285K
Headland Capital, LLC 0.08% Reduce -19.0% 566 $285K
Carolina Wealth Advisors, LLC 0.12% Reduce -27.1% 565 $284K
Beaumont Asset Management, L.L.C. 0.14% No change 563 $283K
Meredith Wealth Planning 0.09% Add +2.2% 563 $283K
Defined Financial Planning LLC 0.23% Add +6.2% 566 $283K
Hutchens & Kramer Investment Management Group, LLC 0.11% No change 562 $283K
Capstone Wealth Management, LLC 0.22% No change 562 $283K
Mainsail Financial Group, LLC 0.12% Add +7.9% 562 $283K
O'Connor Financial Group LLC 0.12% No change 562 $283K
Vivid Wealth Management, LLC 0.11% Add +1.8% 562 $283K
Guardian Wealth Advisors, LLC 0.16% Reduce -8.7% 560 $282K
Saudi Central Bank 0.01% Add +1.4% 559 $281K
Disciplined Investments, LLC 0.11% Reduce -0.5% 557 $280K
Riverview Trust Co 0.34% No change 554 $279K
Davidson Investment Advisors 0.01% No change 554 $279K
Navigoe, LLC 0.18% Add +75.9% 554 $278K
Williams Financial, LLC 0.29% New 552 $278K
Howe & Rusling Inc. 0.02% No change 550 $277K
Camelot Technology Advisors, Inc. 0.22% No change 549 $276K
Conrad Siegel Investment Advisors, Inc. 0.06% No change 548 $276K
MPWM Advisory Solutions, LLC 0.16% No change 547 $275K
Portus Wealth Advisors, LLC 0.27% — 546 $274K
Endeavor Private Wealth, Inc. 0.08% New 546 $274K
DKM Wealth Management, Inc. 0.22% Add +10.1% 545 $274K
American Financial & Tax Strategies Inc. 0.14% Reduce -18.4% 545 $274K
Summit Investment Advisory Services, LLC 0.11% No change 542 $272K
RFG Holdings, Inc. 0.07% New 541 $272K
Equita Financial Network, Inc. 0.09% Reduce -32.1% 540 $271K
Cypress Capital Management LLC (WY) 0.27% No change 537 $270K
Klein Pavlis & Peasley Financial, Inc. 0.17% Add +5.1% 537 $270K
Aquire Wealth Advisors, LLC 0.07% Add +3.3% 537 $270K
Cloud Capital Management, LLC 0.14% New 537 $269K
Northwest Capital Management Inc 0.28% Reduce -72.6% 535 $269K
Pollock Investment Advisors, LLC 0.21% No change 535 $269K
Virginia Wealth Management Group, Inc. 0.15% No change 534 $268K
Sit Investment Associates Inc. 0.01% No change 533 $268K
Palo Alto Wealth Advisors, LLC 0.08% New 538 $267K
Strive Asset Management, LLC 0.14% Reduce -22.4% 531 $267K
Halbert Hargrove Global Advisors, LLC 0.01% Add +45.2% 530 $266K
Charis Legacy Partners, LLC 0.40% New 529 $266K
Texas Capital Bancshares Inc 0.10% No change 527 $265K
Trellis Wealth Advisors LLC 0.11% No change 526 $264K
Alaethes Wealth, LLC 0.07% Reduce -9.3% 525 $264K
Corus Family Wealth Advisors 0.19% Add +27.2% 524 $263K
Planning Directions Inc. 0.14% No change 524 $263K
Dillon & Associates Inc. 0.03% Reduce -6.0% 522 $263K
Auour Investments LLC 0.09% No change 521 $262K
Manuka Financial, LLC 0.16% Reduce -10.5% 519 $261K
Austin Asset Management Co Inc 0.05% Add +3.0% 519 $261K
Quad-Cities Investment Group, LLC 0.11% Reduce -1.0% 517 $260K
Sellwood Investment Partners LLC 0.10% Add +8.6% 517 $260K
Torrey Growth & Income Advisors 0.08% — 517 $260K
One Wealth Map LLC 0.14% Add +1.6% 522 $259K
LifeGuide Financial Advisors, LLC 0.10% No change 527 $258K
Altus Wealth Management, LLC 0.11% Reduce -7.2% 513 $258K
Rainey & Randall Wealth Advisors Inc. 0.04% Reduce -1.2% 512 $257K
Delta Wealth Advisors LLC 0.20% No change 511 $257K
Butensky & Cohen Financial Security, Inc. 0.07% No change 510 $256K
Paladin Advisory Group, LLC 0.20% No change 509 $256K
Polymer Capital Management (HK) LTD 0.04% New 509 $256K
United Bank 0.03% Reduce -49.7% 506 $254K
Clayton Financial Group LLC 0.19% New 505 $254K
Veery Capital, LLC 0.08% Reduce -1.4% 505 $254K
Clarity Wealth Development LLC 0.23% No change 527 $254K
GR Financial Group, LLC 0.06% No change 504 $254K
JDH Wealth Management, LLC 0.18% Reduce -1.8% 504 $253K
Infinity Wealth Counsel, LLC 0.25% No change 503 $253K
LifeGoal Investments, LLC 0.21% New 503 $253K
W.H. Cornerstone Investments Inc. 0.15% Reduce -10.2% 503 $253K
Emergent Wealth Advisors, LLC 0.15% No change 503 $253K
Teachers Insurance & Annuity Association of America 0.30% Reduce -5.3% 500 $251K
Figure 8 Investment Strategies LLC 0.22% New 500 $251K
RiverTree Advisors, LLC 0.16% No change 500 $251K
Ellerson Group Inc. 0.16% No change 500 $251K
Sykon Capital LLC 0.08% New 500 $251K
Raub Brock Capital Management LP 0.05% No change 500 $251K
Drexel Morgan & Co. 0.04% No change 500 $251K
Stanley-Laman Group, Ltd. 0.04% No change 500 $251K
Tran Capital Management, L.P. 0.03% No change 500 $251K
Kimelman & Baird, LLC 0.02% No change 500 $251K
IronBridge Private Wealth, LLC 0.08% Add +8.0% 498 $250K
Greenfield Seitz Capital Management, LLC 0.08% No change 498 $250K
Bank Ozk 0.09% Reduce -0.6% 495 $249K
Slagle Financial, LLC 0.09% Reduce -1.2% 494 $248K
Barry Investment Advisors, LLC 0.06% No change 493 $248K
C M Bidwell & Associates Ltd. 0.12% No change 491 $247K
Forefront Wealth Partners, LLC 0.06% New 491 $247K
RBA Wealth Management, LLC 0.09% No change 490 $246K
Seed Wealth Management, Inc. 0.17% Reduce -26.9% 489 $246K
Frontier Asset Management, LLC 0.06% New 489 $246K
Laffer Tengler Investments, Inc. 0.05% Add +7.0% 489 $246K
MBB Public Markets I LLC 0.03% No change 489 $246K
SS&H Financial Advisors, Inc. 0.07% No change 488 $245K
Mason Investment Advisory Services, Inc. 0.01% New 488 $245K
Lesa Sroufe & Co 0.20% Add +0.2% 487 $245K
Powers Advisory Group, LLC 0.10% Add +8.7% 487 $245K
Topel & Distasi Wealth Management, LLC 0.12% No change 485 $244K
Alpine Global Management, LLC 0.06% New 485 $244K
Beck Bode, LLC 0.04% Reduce -1.2% 485 $244K
New Dimensions Wealth Management, LLC 0.21% No change 481 $242K
Colonial River Investments, LLC 0.09% Reduce -50.0% 481 $242K
True Wealth Design, LLC 0.07% Add +27.6% 481 $242K
High Falls Advisors, Inc 0.05% New 479 $241K
Fulcrum Capital LLC 0.05% Reduce -84.2% 478 $240K
Copia Wealth Management 0.18% Add +45.4% 477 $240K
Pingora Partners LLC 0.16% No change 477 $240K
Orgel Wealth Management, LLC 0.01% No change 477 $240K
A&I Financial Services, LLC 0.12% No change 481 $240K
Shearwater Capital LLC 0.14% No change 476 $239K
STAR Financial Bank 0.14% Add +4.8% 476 $239K
Signature Wealth Management Group 0.09% Reduce -27.8% 476 $239K
Brown Wealth Management, LLC 0.07% New 475 $239K
MSA Advisors, LLC 0.06% No change 475 $239K
Waterway Wealth Management, LLC 0.06% No change 475 $239K
Trust Investment Advisors 0.13% No change 473 $238K
Foundry Financial Group, Inc. 0.12% Reduce -3.7% 473 $238K
Steinberganna Wealth Management 0.11% — 473 $238K
Rockport Wealth LLC 0.05% Add +9.8% 472 $237K
Lloyd Advisory Services, LLC. 0.11% Add +1.5% 471 $237K
Castleview Partners, LLC 0.13% Reduce -40.7% 470 $236K
Financial Advisory Corp 0.03% No change 467 $235K
Meadow Creek Wealth Advisors LLC 0.16% Reduce -13.4% 480 $235K
Stegner Investment Associates Inc. 0.13% Add +2.6% 466 $234K
InvesTrust 0.09% Reduce -7.9% 465 $234K
Halter Ferguson Financial Inc. 0.06% Reduce -2.9% 464 $233K
Allen Wealth Management, LLC 0.16% Reduce -0.4% 464 $233K
Foronjy Financial LLC 0.10% Reduce -30.5% 463 $233K
Schulz Wealth, LTD. 0.15% No change 460 $231K
North Ridge Wealth Advisors, Inc. 0.13% No change 460 $231K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.14% New 459 $231K
Partners Capital Investment Group, LLP 0.01% Reduce -6.3% 459 $231K
Luminist Capital LLC 0.20% No change 463 $231K
Mullooly Asset Management, Inc. 0.09% No change 457 $230K
Guerra Advisors Inc 0.08% Reduce -9.2% 457 $230K
Opulen Financial Group LLC 0.17% Reduce -62.9% 456 $229K
Five Pine Wealth Management 0.15% No change 456 $229K
Thompson Investment Management, Inc. 0.03% No change 456 $229K
Sonoma Allocations LLC 0.08% — 468 $229K
Commons Capital, LLC 0.15% No change 455 $229K
EFG Asset Management (Americas) Corp. 0.04% New 454 $228K
WealthCare Investment Partners, LLC 0.07% New 458 $228K
Harvest Fund Management Co., Ltd 0.01% Reduce -86.7% 454 $228K
Capital Insight Partners, LLC 0.04% No change 453 $228K
Newport Capital Group, LLC 0.14% Reduce -6.0% 452 $227K
BostonPremier Wealth LLC 0.11% Reduce -14.4% 451 $227K
Alpha Financial Advisors, LLC 0.08% No change 451 $227K
WESPAC Advisors, LLC 0.13% Add +0.5% 448 $225K
Apeiron RIA LLC 0.05% No change 457 $225K
BlueStem Wealth Partners, LLC 0.03% New 445 $224K
Jeppson Wealth Management, LLC 0.07% Reduce -3.3% 442 $222K
Permanens Capital L.P. 0.03% Reduce -96.0% 441 $222K
Hobart Private Capital, LLC 0.05% Reduce -9.7% 440 $221K
Dakota Community Bank & Trust NA 0.87% Add +7.9% 438 $220K
Objectivity Squared, LLC 0.13% No change 438 $220K
Insight Wealth Partners, LLC 0.10% No change 437 $220K
Accent Capital Management, LLC 0.09% New 437 $220K
Able Wealth Management LLC 0.08% New 436 $219K
Runnymede Capital Advisors, Inc. 0.18% Reduce -45.5% 435 $219K
Santori & Peters, Inc. 0.08% No change 435 $219K
Stokes Capital Advisors, LLC 0.05% Reduce -6.1% 434 $218K
Midwest Heritage Bank, FSB 0.08% No change 434 $218K
Barnett & Company, Inc. 0.17% No change 433 $218K
St. Clair Advisors, LLC 0.06% No change 433 $218K
Summit Wealth Partners, LLC 0.04% Reduce -8.7% 433 $218K
Beck Capital Management, LLC 0.05% Add +2.4% 431 $216K
Strategic Equity Management 0.08% No change 430 $216K
William Howard & Co Financial Advisors Inc 0.18% Reduce -29.1% 428 $215K
Integrated Quantitative Investments LLC 0.06% Reduce -81.0% 427 $215K
High Probability Advisors, LLC 0.03% No change 427 $215K
LifeWealth Investments, LLC 0.07% Reduce -20.2% 427 $214K
Melfa Wealth Management, Inc. 0.12% No change 422 $212K
Dean, Jacobson Financial Services, LLC 0.15% Reduce -4.6% 419 $211K
Kinloch Capital, LLC 0.09% Reduce -24.6% 419 $211K
TPG Financial Advisors, LLC 0.08% New 416 $209K
Fourth Dimension Wealth, LLC 0.08% No change 416 $209K
POM Investment Strategies, LLC 0.11% Reduce -0.5% 415 $209K
Meridian Management Co. 0.06% New 415 $209K
Kuhn & Co Investment Counsel 0.16% Reduce -7.6% 414 $208K
Avant Capital LLC 0.15% New 412 $207K
Trademark Financial Management, LLC 0.12% Reduce -1.4% 412 $207K
Flagship Private Wealth, LLC 0.08% No change 412 $207K
Kooman & Associates 0.06% Reduce -2.4% 412 $207K
Fjell Capital, LLC 0.18% Reduce -0.5% 411 $207K
Kropog Financial Group, LLC 0.17% New 410 $206K
Dynamic Wealth Strategies, LLC 0.14% Add +17.1% 410 $206K
Life Planning Partners, Inc 0.15% New 410 $206K
Cambridge Capital Management, LLC 0.10% New 409 $206K
Fortune Financial Advisors, LLC 0.15% New 406 $204K
Prospera Capital Management, LLC 0.10% New 404 $203K
Roberts Wealth Advisors, LLC 0.05% New 403 $203K
Legacy Solutions, LLC 0.18% New 403 $203K
Longview Financial Advisors, Inc. 0.14% New 403 $203K
Fiscal Wisdom Wealth Management, LLC 0.19% — 411 $202K
TL Private Wealth 0.08% Reduce -25.2% 410 $202K
MorganRosel Wealth Management, LLC 0.05% Add +4.4% 400 $201K
Bienville Capital Management, LLC 0.04% Reduce -13.2% 400 $201K
FNY Investment Advisers, LLC 0.07% Add +199.3% 401 $201K
Ridgeline Wealth, LLC 0.15% New 399 $201K
Aurelius Family Office LLC 0.09% New 399 $201K
WPG Advisers, LLC 0.15% Add +93.7% 397 $200K
TruNorth Capital Management, LLC 0.04% Add +23.3% 397 $200K
Howard Hughes Medical Institute 0.12% Reduce -0.5% 394 $198K
Kozak & Associates, Inc. 0.04% Add +5.1% 392 $197K
West Financial Advisors, LLC 0.03% Add +1.6% 392 $197K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.26% Reduce -83.8% 388 $195K
MJT & Associates Financial Advisory Group, Inc. 0.16% No change 380 $191K
Mb, Levis & Associates, LLC 0.08% Reduce -28.3% 380 $191K
DecisionPoint Financial, LLC 0.04% No change 382 $190K
Red Tortoise LLC 0.08% No change 376 $189K
Caitong International Asset Management Co., Ltd 0.13% Reduce -85.6% 371 $187K
Accordant Advisory Group Inc 0.13% Reduce -1.3% 370 $186K
Murphy & Mullick Capital Management Corp 0.13% Add +5.8% 367 $181K
Loomis Sayles & Co. L P 0.00% Add +1.5% 347 $174K
Hughes Financial Services, LLC 0.03% Reduce -45.8% 351 $174K
Atlantic Edge Private Wealth Management, LLC 0.04% No change 340 $171K
Atlantic Private Wealth, LLC 0.11% Add +19.8% 327 $164K
Sarver Vrooman Wealth Advisors 0.10% No change 314 $158K
Curio Wealth, LLC 0.06% Reduce -61.4% 313 $157K
HighMark Wealth Management LLC 0.07% Reduce -73.7% 311 $156K
Solstein Capital, LLC 0.07% No change 301 $151K
Minot DeBlois Advisors LLC 0.14% Reduce -4.8% 300 $151K
Chung Wu Investment Group, LLC 0.13% No change 300 $151K
Ramirez Asset Management, Inc. 0.02% No change 300 $151K
Lummis Asset Management, LP 0.10% New 4,239 $146K
Silvant Capital Management LLC 0.00% No change 283 $142K
First Financial Corp. 0.06% No change 282 $142K
Aventus Investment Advisors, Inc. 0.12% No change 277 $139K
Valued Wealth Advisors LLC 0.06% Add +0.8% 269 $135K
NWK Group, Inc. 0.05% No change 268 $135K
Quarry LP 0.03% Reduce -63.0% 265 $133K
Principia Wealth Advisory, LLC 0.09% Add +3.1% 264 $133K
Transamerica Financial Advisors, LLC 0.01% Add +467.4% 261 $131K
Sherman Asset Management, Inc. 0.11% No change 260 $131K
Beutel, Goodman & Co Ltd. 0.00% No change 260 $130K
SIMA Wealth Partners, LLC 0.10% No change 257 $129K
Nalls Sherbakoff Group, LLC 0.09% No change 257 $129K
Park Place Capital Corp 0.03% Reduce -14.6% 257 $129K
Logan Capital Management Inc. 0.01% Add +2400.0% 250 $126K
MRP Capital Investments, LLC 0.10% New 250 $121K
Robinswood Financial LLC 0.04% Add +9.5% 231 $116K
Legacies Wealth LLC 0.07% No change 227 $114K
CGC Financial Services, LLC 0.03% No change 218 $110K
IMG Wealth Management, Inc. 0.07% Reduce -4.5% 213 $107K
Front Row Advisors LLC 0.04% Add +33.3% 208 $105K
1248 Management, LLC 0.06% No change 205 $103K
Redwood Park Advisors LLC 0.07% No change 200 $101K
GGM Financial LLC 0.05% New 198 $100K
Eukles Asset Management 0.04% No change 194 $98K
Westend Capital Management, LLC 0.03% No change 194 $98K
Richardson Capital Management LLC 0.05% Reduce -1.0% 191 $96K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 191 $96K
Chesapeake Asset Management LLC 0.08% Add +11.8% 190 $96K
Quaker Wealth Management, LLC 0.03% Reduce -35.1% 185 $93K
Luken Investment Analytics, LLC 0.04% No change 184 $93K
JCIC Asset Management Inc. 0.03% — 180 $90K
REAP Financial Group, LLC 0.02% Add +31.4% 180 $90K
Consultiva Wealth Management, Corp. 0.25% No change 174 $87K
Sagard Holdings Management Inc. 0.43% No change 170 $85K
Gables Capital Management Inc. 0.04% No change 170 $85K
Penserra Capital Management LLC 0.00% Add +47.2% 159 $79K
Quest 10 Wealth Builders, Inc. 0.07% Reduce -11.4% 155 $78K
Nova Wealth Management, Inc. 0.05% No change 152 $77K
Anfield Capital Management, LLC 0.02% No change 151 $76K
Standard Family Office LLC 0.08% No change 148 $74K
Stone House Investment Management, LLC 0.01% Add +3.0% 138 $69K
Horizon Financial Services, LLC 0.03% Add +86.5% 138 $69K
Wealth Watch Advisors, INC 0.03% New 136 $68K
Bay Harbor Wealth Management, LLC 0.02% Add +11.8% 133 $67K
Frisco Financial Planning LLC 0.06% New 132 $66K
Virtus Advisers, LLC 0.04% Reduce -78.0% 130 $65K
Innovative Advisory Group, LLC 0.04% No change 129 $65K
Vermillion & White Wealth Management Group, LLC 0.04% No change 124 $62K
Team Financial Group, LLC 0.03% No change 122 $61K
Manning & Napier Advisors LLC 0.00% New 121 $61K
Wolff Wiese Magana LLC 0.03% No change 119 $60K
Newton One Investments LLC 0.02% Reduce -46.1% 117 $59K
1 North Wealth Services LLC 0.02% No change 115 $58K
Bare Financial Services, Inc 0.02% Add +17.4% 115 $58K
MeadowBrook Investment Advisors LLC 0.05% No change 111 $56K
LFA - Lugano Financial Advisors SA 0.03% No change 109 $55K
University of Texas/Texas Am Investment Management Co. 0.01% No change 108 $54K
Winnacle Wealth LLC 0.04% Reduce -71.5% 107 $54K
Perritt Capital Management Inc 0.03% No change 107 $54K
Reyes Financial Architecture, Inc. 0.04% No change 106 $53K
Whipplewood Advisors, LLC 0.03% Reduce -61.4% 100 $50K
William B. Walkup & Associates, Inc. 0.03% No change 100 $50K
Capco Asset Management, LLC 0.01% No change 100 $50K
Ball & Co Wealth Management Inc. 0.03% No change 100 $50K
Gen-Wealth Partners Inc 0.02% Add +82.7% 95 $48K
Pineridge Advisors LLC 0.01% Reduce -35.5% 91 $46K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -5.6% 84 $42K
RMG Wealth Management LLC 0.01% No change 85 $42K
Decker Retirement Planning Inc. 0.02% Reduce -68.7% 82 $41K
Mountain Hill Investment Partners Corp. 0.03% No change 77 $39K
Broadwater Capital Management LLC 0.03% Reduce -99.8% 77 $39K
Essex Investment Management Co. LLC 0.01% No change 76 $38K
Prudent Man Investment Management, Inc. 0.02% No change 84 $38K
Nexus Investment Management ULC 0.00% Reduce -63.3% 61 $31K
ESL Trust Services, LLC 0.01% New 60 $30K
GF Fund Management Co. LTD. 0.00% Reduce -64.2% 58 $29K
Stuart Chaussee & Associates, Inc. 0.01% No change 57 $29K
Basso Capital Management, L.P. 0.02% Add +1.8% 56 $28K
Itau Unibanco Holding S.A. 0.00% New 53 $27K
TOWER TRUST & INVESTMENT Co 0.02% Add +10.4% 53 $27K
LGT Financial Advisors LLC 0.05% No change 50 $25K
WestEnd Advisors, LLC 0.00% Add +5.0% 42 $21K
Hoese & Co LLP 0.01% Reduce -91.1% 39 $20K
Caitlin John, LLC 0.01% New 38 $19K
Ravenstone Capital Management Inc. 0.01% No change 38 $19K
Turning Point Benefit Group, Inc. 0.01% New 37 $18K
Collier Financial 0.01% — 36 $18K
Catherine Avery Investment Management LLC 0.01% Add +36.4% 30 $15K
PayPay Securities Corp 0.54% Reduce -3.2% 30 $15K
Longfellow Investment Management Co. LLC 0.00% New 28 $14K
Smallwood Wealth Investment Management, LLC 0.01% Reduce -10.3% 26 $13K
Birch Capital Management, LLC 0.01% No change 25 $13K
HFM Investment Advisors, LLC 0.00% Reduce -11.5% 23 $12K
Midwest Capital Advisors, LLC 0.00% No change 18 $9K
E Fund Management (Hong Kong) Co., Ltd. 0.01% New 17 $9K
Conquis Financial LLC 0.00% Reduce -10.0% 9 $5K
Tobam 0.00% New 7 $4K
Darwin Wealth Management, LLC 0.00% New 4 $2K
DRH Investments, Inc. 0.00% Reduce -33.3% 2 $1K
ROSS\JOHNSON & Associates LLC 0.01% No change 1 $503
Holos Integrated Wealth LLC 0.00% No change 1 $489

"% 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.