Berkshire Hathaway Inc. Class BBRK.B

13F holders, Q4 2025 (December 31)
4,895holders +315
110new positions
121sold out
23famous investors
$499.15avg. 13F price*

At the end of Q4 2025, 4,895 institutions reported holding Berkshire Hathaway Inc. Class B (BRK.B) in their 13F filings, up 315 from Q3 2025. 110 opened new positions and 121 sold out. The largest holders were Vanguard Group Inc. ($79.0B), BlackRock, Inc. ($60.9B) and State Street Corp. ($37.2B). 23 famous investors held it, including Guy Spier (33.3% of Aquamarine Capital (Aquamarine Zurich)'s portfolio), Bill Gates / Michael Larson (27.6% of Gates Foundation Trust's portfolio) and Duan Yongping (20.6% 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions110$1.8B
Exits121$920.6M

All 13F filers, Q3 2025 → Q4 2025: 40,259,262 shares bought and 20,562,804 shares sold, net +19,696,458 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4,895 holders

Vanguard Group Inc. 1.14% Add +1.8% 157,103,196 $79.0B
BlackRock, Inc. 1.04% Add +5.7% 121,193,733 $60.9B
State Street Corp. 1.25% Add +1.5% 73,925,068 $37.2B
Geode Capital Management, LLC 1.24% Add +0.1% 40,022,166 $20.1B
Morgan Stanley 0.79% Reduce -1.1% 26,280,201 $13.2B
Gates Foundation Trust 27.59% Reduce -10.8% 19,406,764 $9.8B
Northern Trust Corp. 1.00% Reduce -2.0% 15,528,328 $7.8B
JPMorgan Chase & Co. 0.44% Add +2.4% 12,883,585 $6.5B
Bank of New York Mellon Corp 0.99% Add +0.5% 11,167,907 $5.6B
Charles Schwab Investment Management Inc. 0.86% Add +0.7% 11,044,013 $5.6B
T. Rowe Price Associates Inc. 0.54% Reduce -3.3% 9,845,909 $4.9B
Royal Bank of Canada 0.85% Add +1.6% 9,568,845 $4.8B
Goldman Sachs Group Inc. 0.68% Add +13.8% 9,515,984 $4.8B
FMR LLC 0.24% Add +6.7% 9,458,669 $4.8B
Bank of America Corp. 0.32% Reduce -2.5% 8,694,060 $4.4B
Norges Bank 0.46% — 8,464,122 $4.3B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.84% Add +21.1% 7,948,832 $4.0B
H&H International Investment 20.63% Add +38.2% 7,176,196 $3.6B
Dimensional Fund Advisors LP 0.75% Add +0.1% 7,102,314 $3.6B
Barclays PLC 1.40% Add +0.8% 6,943,440 $3.5B
Legal & General Group Plc 0.67% Reduce -2.9% 6,012,393 $3.0B
Nuveen, LLC 0.73% Reduce -2.8% 5,523,523 $2.8B
Wells Fargo & Company 0.51% Add +0.7% 5,129,735 $2.6B
Invesco Ltd. 0.22% Reduce -2.8% 4,554,935 $2.3B
UBS Group AG 0.45% Reduce -9.6% 4,541,541 $2.3B
Raymond James Financial Inc. 0.67% Add +6.1% 4,289,930 $2.2B
Amundi 0.59% Reduce -2.3% 3,861,195 $1.9B
Swiss National Bank 1.13% Reduce -3.3% 3,777,645 $1.9B
HSBC Holdings PLC 1.01% Reduce -0.5% 3,522,376 $1.8B
Alliancebernstein L.P. 0.55% Reduce -1.8% 3,478,293 $1.7B
Sumitomo Mitsui Trust Group, Inc. 1.01% Add +0.5% 3,421,544 $1.7B
California Public Employees Retirement System 0.97% Reduce -6.7% 3,392,297 $1.7B
Mitsubishi UFJ Asset Management Co., Ltd. 1.15% Add +6.1% 3,413,013 $1.7B
LPL Financial LLC 0.46% Add +2.3% 3,367,406 $1.7B
Deutsche Bank AG 0.51% Reduce -1.3% 3,090,790 $1.6B
Rhumbline Advisers 1.18% Reduce -2.2% 2,895,722 $1.5B
Canada Pension Plan Investment Board 0.97% Add +26.7% 2,879,419 $1.4B
Creative Planning 1.03% Add +2.2% 2,855,073 $1.4B
Bank of Montreal 0.59% Add +10.1% 2,841,340 $1.4B
Flossbach Von Storch SE 5.49% Reduce -1.2% 2,754,237 $1.4B
National Pension Service 0.99% Add +4.3% 2,655,610 $1.3B
Artisan Partners Limited Partnership 2.00% Reduce -1.6% 2,602,953 $1.3B
Baird Financial Group, Inc. 2.04% Add +3.7% 2,599,722 $1.3B
HighTower Advisors, LLC 1.38% Reduce -0.4% 2,502,721 $1.3B
Principal Financial Group Inc. 0.62% Reduce -0.4% 2,420,323 $1.2B
California State Teachers Retirement System 1.07% Reduce -0.5% 2,128,287 $1.1B
Capital Research Global Investors 0.19% Add +57.0% 2,036,675 $1.0B
GQG Partners LLC 1.65% New 1,997,793 $1.0B
New York State Common Retirement Fund 1.31% Reduce -1.2% 1,946,407 $978.4M
Tetrad Corp. 92.96% No change 1,923,123 $966.7M
Ameriprise Financial Inc. 0.21% Reduce -1.2% 1,858,877 $934.1M
Corient Private Wealth LP 1.27% Add +33.4% 1,857,582 $933.9M
First Manhattan Co. Llc. 2.45% Reduce -0.8% 1,854,555 $932.2M
Neuberger Berman Group LLC 0.69% Reduce -6.5% 1,853,053 $931.5M
BNP Paribas Financial Markets 0.58% Add +38.3% 1,786,018 $897.7M
Assenagon Asset Management S.A. 1.34% Reduce -34.7% 1,780,234 $894.8M
AQR Capital Management 0.44% Add +14.3% 1,674,728 $841.8M
Manufacturers Life Insurance Company, The 0.69% Reduce -4.0% 1,649,306 $829.0M
Adage Capital Partners Gp, L.L.C. 1.25% Reduce -0.1% 1,643,469 $826.1M
State Board of Administration of Florida Retirement System 1.43% Reduce -2.5% 1,609,510 $809.0M
Wellington Management Group LLP 0.14% Reduce -5.0% 1,602,241 $805.4M
Markel Group 6.14% No change 1,531,971 $770.0M
Diamond Hill Capital Management, LLC (Investment Advisor) 3.94% Reduce -13.7% 1,529,650 $768.9M
Prudential Financial Inc. 0.92% Reduce -8.4% 1,519,174 $763.6M
Caisse de depot et placement du Quebec 1.26% Reduce -6.5% 1,483,667 $745.8M
New York State Teachers Retirement System 1.44% Reduce -3.1% 1,477,259 $742.5M
Rothschild & Co Wealth Management UK Ltd 11.68% Add +0.5% 1,477,131 $742.5M
Swedbank AB 0.70% Reduce -3.2% 1,434,349 $721.0M
Commonwealth Equity Services, LLC 0.93% Reduce -12.8% 1,394,020 $700.7M
CANADA LIFE ASSURANCE Co 1.21% Reduce -5.4% 1,387,576 $698.1M
Chevy Chase Trust Holdings, LLC 1.86% Reduce -0.9% 1,373,006 $690.1M
Focus Partners Wealth 0.73% Add +31.4% 1,278,710 $642.7M
Acadian Asset Management LLC 1.02% Reduce -13.2% 1,232,356 $619.4M
Mariner, LLC 0.73% Add +7.3% 1,216,150 $611.3M
US Bancorp \de 0.69% Reduce -9.0% 1,177,551 $591.9M
Osaic Holdings, Inc. 0.85% Reduce -0.3% 1,160,139 $583.2M
National Bank of Canada 0.59% Reduce -10.2% 1,143,591 $574.8M
Gardner Russo & Quinn 6.11% Reduce -3.1% 1,125,395 $565.7M
Aviva PLC 0.95% Add +5.8% 1,124,031 $565.0M
Brown Brothers Harriman & Co. 3.08% Reduce -5.8% 1,123,985 $565.0M
Check Capital Management Inc. 33.13% Add +2.5% 1,102,508 $554.2M
Citigroup Inc. 0.38% Reduce -29.9% 1,095,869 $550.8M
Barrow Hanley Mewhinney & Strauss LLC 1.83% Reduce -8.2% 1,095,848 $550.8M
Franklin Resources Inc. 0.14% Reduce -3.4% 1,095,598 $550.7M
FIL Ltd 0.41% Reduce -11.1% 1,080,291 $543.0M
PNC Financial Services Group, Inc. 0.30% Reduce -1.5% 1,077,442 $541.6M
Wealth Enhancement Advisory Services, LLC 0.73% Add +2.0% 1,080,217 $539.1M
Citadel Advisors 0.36% Add +134.2% 1,046,513 $526.0M
Brown Advisory Inc. 0.73% Add +1.3% 1,045,050 $525.3M
Voya Investment Management LLC 0.59% Add +65.2% 1,041,762 $523.6M
Korea Investment CORP 1.01% Add +1.4% 1,025,747 $515.6M
London Co. of Virginia 2.89% Reduce -2.7% 996,386 $500.8M
Rathbones Group PLC 1.95% Add +1.1% 991,887 $498.6M
Ossiam 9.71% Add +21.5% 967,816 $486.5M
Quantinno Capital Management LP 0.96% Add +24.5% 944,384 $474.7M
Royal London Asset Management Ltd. 1.00% Add +0.6% 940,993 $473.0M
Cetera Investment Advisers 0.52% Add +3.4% 939,826 $472.4M
Stifel Financial Corp. 0.42% Reduce -4.3% 924,335 $464.6M
Envestnet Asset Management Inc. 0.14% Reduce -19.6% 921,032 $462.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.75% Add +0.1% 903,938 $452.0M
Himalaya Capital Management 12.64% No change 897,749 $451.3M
Schroder Investment Management Group 0.34% Reduce -22.1% 894,138 $450.4M
Natixis Advisors, LLC 0.63% Add +4.3% 887,225 $446.0M
Douglass Winthrop Advisors, LLC 7.72% Reduce -0.7% 879,061 $441.9M
Ensign Peak Advisors, Inc 0.78% Reduce -10.7% 877,624 $441.1M
Cibc World Market Inc. 0.77% Add +11.6% 855,706 $430.1M
Russell Investments Group, Ltd. 0.46% Add +4.7% 844,616 $424.6M
Captrust Financial Advisors 0.80% Add +10.4% 839,990 $422.2M
Nordea Investment Management AB 0.36% Add +16.1% 825,834 $416.4M
Danske Bank A/S 0.97% Add +4.6% 826,882 $415.6M
Bank Julius Baer & Co. Ltd, Zurich 1.15% Add +27.6% 825,882 $415.1M
Mesirow Financial Investment Management, Inc. 8.39% Reduce -15.7% 812,429 $408.4M
Public Employees Retirement System of Ohio 1.26% Reduce -1.3% 801,997 $403.1M
Nicholas Hoffman & Company, LLC. 9.22% Add +0.7% 790,658 $397.4M
TD Asset Management Inc 0.32% Reduce -9.2% 789,638 $396.9M
Cambridge Investment Research Advisors, Inc. 1.05% Add +4.4% 787,458 $395.8M
Cerity Partners LLC 0.57% Add +1.8% 782,056 $393.1M
Treasurer of the State of North Carolina 1.24% Reduce -6.8% 772,821 $388.5M
Qube Research & Technologies Ltd 0.55% Add +58.4% 760,017 $382.0M
Toronto Dominion Bank 0.68% Reduce -4.2% 757,953 $381.0M
Retirement Systems of Alabama 1.21% Reduce -0.1% 741,989 $373.0M
Davis Selected Advisers 1.67% Add +38.6% 739,875 $371.9M
Credit Agricole S A 1.01% Add +13.2% 732,490 $368.2M
State of Wisconsin Investment Board 0.81% Add +0.8% 720,767 $362.3M
Pictet Asset Management Holding SA 0.34% Add +6.3% 706,360 $355.0M
Scotia Capital Inc. 1.43% Add +7.4% 705,086 $354.4M
PFA Pension, Forsikringsaktieselskab 1.00% — 701,935 $353.6M
Fayez Sarofim & Co 0.83% Reduce -1.0% 690,442 $347.1M
Everett Harris & Co. 4.01% Reduce -1.7% 657,811 $330.6M
Truist Financial Corp. 0.43% Reduce -5.6% 642,101 $322.8M
Mitsubishi UFJ Trust & Banking Corp 0.75% Reduce -0.8% 630,588 $317.0M
APG Asset Management N.V. 0.89% New 736,280 $315.1M
NewEdge Advisors, LLC 1.14% Add +98.0% 624,750 $314.0M
D. E. Shaw & Co. 0.25% Reduce -19.1% 607,615 $305.4M
Hudson Bay Capital Management LP 1.91% Add +3.8% 605,266 $304.2M
STRS Ohio 1.13% Add +8.9% 602,864 $303.0M
State of Tennessee, Department of Treasury 0.96% Reduce -0.5% 622,564 $299.2M
Asset Management One Co., Ltd. 0.83% Add +1.6% 595,890 $298.6M
SWF LLC 29.69% No change 584,092 $293.6M
Clearbridge Investments, LLC 0.23% Reduce -2.6% 582,851 $293.0M
Rafferty Asset Management, LLC 1.01% Reduce -8.6% 581,790 $292.4M
Capital International Investors 0.04% Add +1.2% 566,133 $284.6M
Allianz Asset Management GmbH 0.32% Reduce -7.2% 562,097 $282.5M
Healthcare of Ontario Pension Plan Trust Fund 0.48% Reduce -19.1% 557,859 $280.4M
Bank of Nova Scotia 0.42% Add +36.5% 556,966 $280.0M
Mercer Global Advisors Inc. 0.42% Add +10.1% 548,252 $275.6M
Rockefeller Capital Management L.P. 0.49% Add +8.5% 543,764 $273.3M
DAVENPORT & Co LLC 1.46% Reduce -0.3% 536,735 $269.9M
Sei Investments Co. 0.27% Add +36.4% 536,234 $269.5M
DekaBank Deutsche Girozentrale 0.46% No change 607,262 $266.7M
Fifth Third Bancorp 0.83% Reduce -2.8% 521,324 $262.0M
Handelsbanken Fonder AB 0.79% Add +1.2% 521,147 $262.0M
Federation des caisses Desjardins du Quebec 0.98% Add +2.9% 509,004 $255.9M
KLP Kapitalforvaltning As 0.99% Add +0.9% 507,973 $255.3M
Mackenzie Financial Corp. 0.30% Reduce -17.2% 507,100 $254.9M
Giverny Capital 8.48% Reduce -0.9% 505,984 $254.3M
Squarepoint Ops LLC 0.51% Add +22.1% 505,944 $254.3M
Empower Advisory Group, LLC 0.68% Reduce -0.9% 504,101 $253.4M
Eurizon Capital SGR S.p.A. 0.79% — 503,320 $253.1M
Barr E S & Co. 13.11% Reduce -1.6% 501,249 $252.0M
Public Sector Pension Investment Board 0.85% Add +7.9% 499,990 $251.3M
Janney Montgomery Scott LLC 0.57% Reduce -0.8% 497,202 $249.9M
Nomura Asset Management Co. Ltd. 0.63% Add +3.5% 492,796 $247.7M
Czech National Bank 1.58% Add +3.8% 483,528 $243.0M
Graham Holdings Co 22.39% No change 481,920 $242.2M
CIBC Asset Management Inc 0.58% Add +57.6% 474,361 $238.4M
State of New Jersey Common Pension Fund D 0.86% Reduce -0.1% 473,358 $237.9M
American Century Companies Inc. 0.12% Add +5.9% 472,502 $237.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.27% Add +442.9% 466,354 $234.4M
Jones Financial Companies LLLP 0.14% Add +14.5% 462,320 $232.4M
Kestra Advisory Services, LLC 0.93% Reduce -5.9% 449,537 $226.0M
River Road Asset Management, LLC 2.47% Add +12.0% 447,921 $225.1M
Northwestern Mutual Wealth Management Co. 0.14% Reduce -4.9% 447,406 $224.9M
Blair William & Co. 0.60% Add +0.4% 447,062 $224.7M
MetLife Investment Management, LLC 1.07% Reduce -3.4% 439,769 $221.0M
Philip James Wealth Mangement, LLC 26.23% Reduce -0.9% 438,054 $220.2M
Balyasny Asset Management L.P. 0.43% Add +55.9% 434,645 $218.5M
Resona Asset Management Co.,Ltd. 1.05% Reduce -2.0% 433,020 $217.5M
Two Sigma Investments, LP 0.34% Add +14.0% 432,154 $217.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.09% Reduce -3.1% 426,537 $214.4M
Teacher Retirement System of Texas 0.73% Add +6.9% 419,892 $211.1M
Gateway Investment Advisers LLC 1.93% Reduce -0.2% 413,325 $207.8M
Victory Capital Management Inc. 0.12% Add +2.1% 409,039 $205.6M
Susquehanna International Group, LLP 0.28% Reduce -43.0% 408,608 $205.4M
SG Americas Securities, LLC 0.27% Add +1008.3% 407,229 $204.7M
AMF Tjanstepension AB 1.26% Reduce -0.1% 404,415 $203.3M
Pathstone Holdings, LLC 0.78% Add +3.2% 400,784 $201.4M
Bartlett & Co. Wealth Management LLC 2.62% Add +0.3% 398,923 $200.5M
CIBC Private Wealth Group LLC 0.33% Reduce -1.3% 394,127 $198.1M
ProShare Advisors LLC 0.35% Add +5.0% 393,055 $197.6M
BSN CAPITAL PARTNERS Ltd 9.26% Reduce -27.2% 397,000 $196.5M
Arizona State Retirement System 1.06% Reduce -1.8% 388,841 $195.5M
Cwm, LLC 0.52% Add +3.1% 384,825 $193.4M
Sather Financial Group Inc 10.36% Add +0.6% 383,444 $192.7M
Allspring Global Investments Holdings, LLC 0.31% Reduce -4.6% 384,250 $190.9M
Maj Invest Holding A/S 8.69% Reduce -27.5% 371,585 $186.8M
Bridges Investment Management Inc. 2.36% Reduce -2.5% 369,471 $185.7M
Thrivent Financial for Lutherans 0.33% Add +30.2% 365,412 $183.7M
Armstrong Henry H Associates Inc. 17.05% Reduce -1.3% 365,272 $183.6M
Findlay Park Partners LLP 2.30% Reduce -16.8% 358,396 $180.1M
Van Lanschot Kempen Investment Management N.V. 1.53% Add +8.0% 354,885 $178.4M
Marshall Wace, LLP 0.17% Add +9.2% 351,061 $176.5M
Forsta Ap-Fonden 1.05% Reduce -0.3% 350,360 $176.1M
Cibc World Markets Corp. 0.88% — 349,150 $175.5M
Fiduciary Management Inc. 1.91% Reduce -6.8% 346,000 $173.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.37% Add +2.8% 341,895 $171.9M
State of Michigan Retirement System 0.83% Reduce -1.3% 339,729 $170.8M
Cannell & Spears LLC 3.21% Reduce -0.3% 339,478 $170.6M
Aberdeen Group plc 0.26% Reduce -2.9% 338,501 $170.1M
Amalgamated Bank 1.23% Reduce -8.2% 337,871 $169.8M
Capitolis Liquid Global Markets LLC 1.01% Reduce -23.1% 337,227 $169.5M
First Trust Advisors LP 0.12% Reduce -4.7% 333,777 $167.8M
Connor, Clark & Lunn Investment Management Ltd. 0.43% Add +121.1% 325,940 $163.8M
Pinebridge Investments LLC 1.20% — 323,889 $162.8M
Private Advisor Group, LLC 0.77% Reduce -4.5% 323,792 $162.8M
Lido Advisors, LLC 0.64% Add +0.9% 321,431 $161.6M
Robeco Institutional Asset Management B.V. 0.23% Add +5.1% 321,312 $161.5M
Ruane, Cunniff & Goldfarb L.P. 2.48% Reduce -2.0% 316,106 $158.9M
Huntington National Bank 1.28% Add +3.7% 313,435 $157.5M
Yacktman Asset Management 2.20% Reduce -2.3% 313,033 $157.3M
United American Securities Inc. (d/b/a UAS Asset Management) 32.85% Reduce -1.8% 309,900 $155.8M
Scharf Investments, LLC 4.17% Reduce -12.6% 308,528 $155.1M
McDonald Capital Investors Inc. 9.50% Reduce -3.6% 308,030 $154.8M
Timucuan Asset Management Inc. 5.03% Reduce -3.1% 308,025 $154.8M
Comerica Bank 0.62% Reduce -3.1% 306,782 $154.2M
MML Investors Services, LLC 0.37% Add +1.2% 305,913 $153.8M
DNB Asset Management AS 0.54% Add +6.9% 305,778 $153.7M
Woodline Partners LP 0.59% Add +25.7% 304,480 $153.0M
TD Waterhouse Canada Inc. 0.94% Add +1.1% 300,446 $151.0M
Worldquant Millennium Advisors LLC 0.59% Add +142.9% 300,337 $151.0M
Mirae Asset Global Investments Co., Ltd. 0.42% Add +22.7% 298,730 $150.2M
1832 Asset Management L.P. 0.19% Add +330.3% 298,465 $150.0M
O'shaughnessy Asset Management, LLC 0.82% Add +7.0% 296,252 $148.9M
D.A. Davidson & Co. 0.91% Reduce -1.2% 295,371 $148.5M
Ieq Capital, LLC 0.44% Add +7.5% 290,049 $145.8M
Two Sigma Advisers, LP 0.28% Add +121.4% 287,200 $144.4M
Weitz Investment Management, Inc. 8.55% No change 286,850 $144.2M
Southeast Asset Advisors, LLC 13.66% Reduce -2.2% 286,268 $143.9M
Police & Firemen's Retirement System of New Jersey 1.18% Reduce -5.0% 282,662 $142.1M
Fort Washington Investment Advisors Inc. 0.76% Reduce -2.1% 282,521 $142.0M
M&T Bank Corp 0.46% Add +8.0% 281,923 $141.7M
Tredje AP-fonden 1.07% Reduce -31.2% 281,709 $141.6M
Sequoia Financial Advisors, LLC 0.79% Add +24.0% 280,775 $141.1M
Evelyn Partners Investment Management LLP 3.88% Add +7.8% 279,184 $140.3M
Bradley Foster & Sargent Inc. 2.03% Reduce -1.9% 274,732 $138.1M
Bristol John W & Co. Inc. 2.11% Reduce -1.9% 273,413 $137.4M
Steward Partners Investment Advisory, LLC 0.75% Add +13.2% 271,852 $136.6M
Daiwa Securities Group Inc. 0.44% Add +9.0% 270,209 $135.8M
Holocene Advisors, LP 0.28% Add +1470.6% 267,000 $134.2M
Evercore Wealth Management, LLC 1.96% Reduce -0.7% 266,447 $133.9M
AE Wealth Management LLC 0.77% Reduce -4.4% 265,883 $133.6M
Nisa Investment Advisors, LLC 0.44% Reduce -2.3% 265,835 $133.6M
Lee Danner & Bass Inc. 9.54% Reduce -7.0% 264,763 $133.1M
United Capital Financial Advisors, LLC 0.80% Add +6.9% 264,725 $133.1M
Williams Jones Wealth Management, LLC. 1.50% Reduce -1.0% 263,921 $132.7M
MAI Capital Management 0.77% Add +15.6% 263,356 $132.4M
Saratoga Research & Investment Management 6.94% Reduce -1.8% 263,262 $132.3M
Great Lakes Advisors, LLC 1.08% Reduce -2.2% 262,410 $131.9M
Davis R M Inc. 2.23% Reduce -0.6% 257,727 $129.5M
Calamos Advisors LLC 0.77% Reduce -3.9% 257,121 $129.2M
IFM Investors Pty Ltd 1.08% Add +1.9% 256,449 $128.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 1.07% Add +0.2% 253,899 $127.6M
Tidal Investments LLC 0.53% Add +8.6% 252,554 $126.9M
Renaissance Technologies 0.20% Add +8154.9% 252,188 $126.8M
Millennium Management 0.09% Reduce -64.0% 252,049 $126.7M
Paralel Advisors LLC 4.90% No change 251,000 $126.2M
New York Life Investment Management LLC 1.09% Add +1.0% 250,490 $125.9M
Semper Augustus Investments 14.41% Reduce -0.4% 249,211 $125.3M
Vaughan Nelson Investment Management, L.P. 1.22% Add +9.9% 248,532 $124.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.65% Add +25.4% 244,623 $123.0M
Wallace Capital Management Inc. 14.80% Reduce -2.6% 244,536 $122.9M
Xponance LLC 0.92% Add +9.7% 244,266 $122.8M
Utah Retirement Systems 1.17% Add +0.0% 243,724 $122.5M
Commerce Bank 0.67% Reduce -2.8% 242,484 $121.9M
Rwwm, Inc. 8.36% Reduce -0.9% 241,968 $121.6M
NEOS Investment Management LLC 0.70% Add +19.6% 241,712 $121.5M
Schwerin Boyle Capital Management Inc. 13.28% Reduce -1.0% 241,158 $121.2M
Keybank National Association 0.43% Add +1.2% 240,269 $120.8M
Epoch Investment Partners, Inc. 0.69% Reduce -8.3% 240,077 $120.7M
Northstar Group, Inc. 16.96% Add +3.2% 239,578 $120.4M
Quilter Plc 2.02% Reduce -9.7% 239,074 $120.2M
EP Wealth Advisors, LLC 0.62% — 237,648 $119.5M
Storebrand Asset Management As 0.32% Reduce -2.8% 235,348 $118.3M
State of Alaska, Department of Revenue 1.26% Reduce -6.0% 235,032 $118.1M
TCTC Holdings, LLC 3.53% Reduce 0.0% 234,727 $118.0M
Factory Mutual Insurance Co. 1.18% Reduce -9.2% 231,100 $116.2M
Assetmark, Inc. 0.24% Add +18.8% 230,428 $115.8M
Janus Henderson Group PLC 0.05% Reduce -3.6% 230,205 $115.7M
Whittier Trust Co. 1.25% Add +1.8% 231,642 $115.6M
Vanguard Personalized Indexing Management, LLC 1.12% Add +1.6% 228,557 $114.9M
PensionDanmark Pensionsforsikringsaktieselskab 1.03% — 226,199 $113.7M
Tiaa Trust, National Association 0.27% Reduce -1.6% 225,793 $113.5M
ACR Alpine Capital Research, LLC 1.76% Reduce -0.5% 224,988 $113.1M
Life Cycle Investment Partners Ltd 0.79% — 224,625 $112.9M
King Luther Capital Management Corp. 0.46% Add +3.1% 221,924 $111.5M
Zurich Insurance Group Ltd 0.77% Add +50.3% 221,533 $111.4M
Rakuten Investment Management, Inc. 0.37% Add +556.0% 221,944 $111.2M
Cheviot Value Management, LLC 10.90% Reduce -1.2% 234,394 $111.0M
Dixon Mitchell Investment Counsel Inc. 3.65% Add +0.2% 219,977 $110.7M
First National Bank of Omaha 3.28% Add +441.5% 220,096 $110.7M
HM Payson & Co. 1.54% Reduce -1.2% 216,893 $109.0M
Birch Hill Investment Advisors LLC 4.55% Reduce -0.5% 216,785 $109.0M
Border to Coast Pensions Partnership Ltd 1.89% Reduce -6.6% 215,985 $108.8M
Macquarie Group Ltd. 0.48% Reduce -6.8% 215,978 $108.6M
USS Investment Management Ltd 0.53% Add +1.2% 213,260 $107.2M
Yousif Capital Management, LLC 1.17% Reduce -4.0% 219,345 $106.5M
Mutual Advisors, LLC 2.27% Add +1.8% 210,651 $105.9M
Hendershot Investments Inc. 13.49% Reduce -1.3% 210,484 $105.8M
Sound Shore Management Inc 3.36% Add +17.3% 210,204 $105.7M
Glenmede Trust Co. NA 0.50% — 209,987 $105.5M
Oregon Public Employees Retirement Fund 1.34% Add +0.2% 209,983 $105.5M
Alpha Cubed Investments, LLC 3.60% Add +11.9% 209,372 $105.2M
Tocqueville Asset Management L.P. 1.52% Reduce -7.2% 207,630 $104.4M
&partners 0.55% Add +15.0% 207,243 $104.2M
Wealthfront Advisers LLC 0.23% Add +2.5% 206,973 $104.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.94% Add +2.6% 218,201 $103.6M
Crestwood Advisors Group, LLC 1.71% Reduce -9.2% 204,583 $102.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.81% Add +3.5% 203,987 $102.5M
Waverly Advisors, LLC 0.82% Add +9.0% 201,436 $101.3M
JRM Investment Counsel, LLC 29.49% Add +1.2% 201,142 $101.1M
Equitable Holdings, Inc. 0.69% Add +4.6% 200,252 $100.7M
Mutual of America Capital Management LLC 1.05% Reduce -1.3% 197,935 $99.5M
UMB Bank, n.a. 1.31% Add +41.0% 196,023 $98.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.59% Reduce -7.5% 195,887 $98.5M
Beacon Pointe Advisors, LLC 0.69% Add +15.1% 195,827 $98.4M
Vident Advisory, LLC 0.92% Add +2.7% 195,184 $98.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.09% Add +12.6% 194,559 $97.8M
Pacifica Capital Investments, LLC 26.45% Reduce -0.3% 193,159 $97.1M
Carnegie Investment Counsel 1.79% Reduce -1.7% 192,661 $96.8M
Clear Street Group Inc. 0.51% No change 192,500 $96.8M
Klingenstein Fields & Co. LP 3.60% Reduce -0.7% 191,013 $96.0M
Iron Gate Global Advisors LLC 9.81% Add +0.2% 190,510 $95.8M
SP Asset Management LLC 7.54% Reduce -0.1% 189,801 $95.4M
Staley Capital Advisers Inc. 3.93% Reduce -3.0% 189,603 $95.3M
Teewinot Capital Advisers, L.L.C. 6.90% Add +61.6% 187,021 $94.0M
Midwest Trust Co 1.17% Reduce -0.1% 186,511 $93.7M
Meeder Asset Management Inc. 5.04% Reduce -12.0% 186,202 $93.6M
Cresset Asset Management, LLC 0.39% Reduce -2.3% 181,999 $91.5M
Howland Capital Management LLC 3.48% Add +0.7% 181,783 $91.4M
QRG Capital Management, Inc. 1.01% Add +3.6% 181,022 $91.0M
Davis Asset Management, L.P. 3.24% No change 180,000 $90.5M
Kestra Private Wealth Services, LLC 1.12% Reduce -1.9% 179,906 $90.4M
Jacobi Capital Management LLC 5.22% Add +1.5% 179,277 $90.1M
Advisors Capital Management, LLC 1.07% Add +2.6% 178,942 $89.9M
Performance Wealth Partners, LLC 2.43% Reduce -2.1% 178,050 $89.5M
Archon Partners LLC 9.29% No change 176,800 $88.9M
Public Employees Retirement Association of Colorado 0.33% Add +1.7% 176,654 $88.8M
Guyasuta Investment Advisors Inc. 5.05% Reduce -0.4% 176,153 $88.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.13% Add +2.5% 174,044 $87.5M
Nissay Asset Management Corp. /Japan 0.45% Add +2.8% 173,295 $87.1M
Ingalls & Snyder LLC 3.21% Reduce -2.4% 173,205 $87.1M
Salem Investment Counselors Inc. 2.44% Reduce -0.4% 172,058 $86.5M
HB Wealth Management, LLC 0.56% Add +3.6% 171,864 $86.4M
Pangea Capital Gestao de Recursos Ltda. 69.58% Add +5.6% 171,007 $86.0M
Manitou Investment Management Ltd. 14.88% Add +0.1% 169,000 $84.9M
Shayne & Jacobs, LLC 25.61% Reduce -1.2% 168,286 $84.6M
Natixis 0.33% Reduce -19.0% 167,628 $84.3M
Jefferies Financial Group Inc. 0.71% Add +35.6% 167,137 $84.0M
Fairview Capital Investment Management, LLC 4.31% Reduce -3.0% 167,125 $84.0M
Swiss Life Asset Management Ltd 0.43% Add +8.9% 166,067 $83.5M
Clifford Swan Investment Counsel LLC 2.77% Reduce -1.5% 166,011 $83.4M
Allworth Financial LP 0.34% Add +1.5% 164,685 $82.8M
Smith Chas P & Associates Pa Cpas 4.35% Add +66.6% 164,404 $82.6M
S&co Inc. 5.13% Reduce -0.4% 164,230 $82.5M
Ardent Capital Management, Inc. 32.60% Reduce -0.8% 163,973 $82.4M
Segment Wealth Management, LLC 4.76% Add +1.7% 163,424 $82.1M
OP Asset Management Ltd 0.97% Add +11.9% 163,143 $82.0M
Capital Fund Management S.A. 0.77% Reduce -6.0% 163,063 $82.0M
Bronte Capital Management Pty Ltd. 8.53% Reduce -7.1% 162,327 $81.6M
Canoe Financial LP 1.11% Add +0.6% 162,228 $81.5M
Mraz, Amerine & Associates, Inc. 12.05% Reduce -1.2% 161,376 $81.1M
Summit Financial, LLC 1.19% Add +0.3% 160,739 $80.8M
Pacer Advisors, Inc. 0.21% Reduce -2.8% 158,024 $79.4M
Hosking Partners LLP 2.67% Add +6.8% 156,081 $78.5M
Prospera Financial Services Inc 1.28% Reduce -0.5% 154,785 $77.8M
Miller Investment Management, LP 7.56% Reduce -7.0% 154,072 $77.4M
Panagora Asset Management Inc. 0.27% Add +44.7% 151,779 $76.3M
Moneta Group Investment Advisors LLC 0.58% Reduce -0.3% 151,710 $76.3M
Private Management Group Inc. 2.22% Reduce -1.1% 151,400 $76.1M
Edgemoor Investment Advisors, Inc. 5.92% Reduce -2.0% 150,785 $75.8M
Badgley Phelps Wealth Managers, LLC 1.38% Add +5.3% 149,371 $75.1M
Capital Advisors Inc. 1.21% Add +0.0% 149,228 $75.0M
Chicago Partners Investment Group LLC 1.85% Reduce -1.2% 156,234 $74.8M
Peapack Gladstone Financial Corp. 0.94% Reduce -0.7% 148,339 $74.6M
Atlantic Union Bankshares Corp 1.39% Reduce -0.4% 147,708 $74.2M
Savant Capital, LLC 0.42% Add +149.7% 145,929 $73.4M
Roundview Capital LLC 4.48% Reduce -0.5% 144,954 $72.9M
Blue Sparrow, LLC 1.37% — 144,800 $72.8M
Teachers Retirement System of the State of Kentucky 0.54% No change 143,766 $72.3M
St. James Investment Company, LLC 11.45% Reduce -0.8% 141,948 $71.4M
Founders Capital Management, LLC 10.53% Reduce -0.1% 140,267 $70.5M
Silvercrest Asset Management Group LLC 0.48% Add +1.8% 139,620 $70.2M
Illinois Municipal Retirement Fund 0.88% Add +13.1% 139,026 $69.9M
Parthenon LLC 7.52% Add +0.3% 138,619 $69.7M
Greenleaf Trust 0.64% Reduce -1.3% 138,346 $69.5M
Northeast Investment Management 2.71% Add +2.3% 137,885 $69.3M
Clearstead Advisors, LLC 0.87% Add +2.0% 136,860 $68.8M
CENTRAL TRUST Co 1.35% Reduce -2.2% 136,671 $68.7M
Aptus Capital Advisors, LLC 0.58% Add +0.6% 136,666 $68.7M
Baxter Bros Inc. 7.95% Add +0.2% 136,655 $68.7M
Mizuho Securities USA LLC 1.14% Reduce -0.0% 133,521 $68.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.48% Add +12.2% 135,493 $68.3M
Lountzis Asset Management, LLC 24.02% Reduce -0.4% 134,573 $67.6M
Obermeyer Wealth Partners 3.08% Reduce -2.8% 133,977 $67.3M
Busey Bank 1.76% Add +9.7% 133,072 $66.9M
Mogy Joel R Investment Counsel Inc. 3.62% Reduce -0.6% 132,795 $66.7M
Cullen/Frost Bankers, Inc. 0.73% Reduce -2.6% 132,228 $66.5M
Elgethun Capital Management 11.46% Add +1.4% 131,927 $66.3M
Parsons Capital Management Inc. 3.58% Add +0.0% 129,671 $65.2M
AEGON ASSET MANAGEMENT UK Plc 0.78% Reduce -2.5% 129,614 $65.2M
SouthState Bank Corp 2.91% Add +1.0% 129,589 $65.1M
ASR Vermogensbeheer N.V. 0.75% Add +10.6% 128,579 $64.6M
Intelligent Financial Strategies 31.02% Reduce -0.3% 128,341 $64.5M
Prime Capital Investment Advisors, LLC 0.78% Add +3.2% 127,473 $64.1M
Independent Advisor Alliance 1.55% Add +1.4% 126,978 $63.8M
KBC Group NV 0.15% Add +3.7% 126,934 $63.8M
Merit Financial Group, LLC 0.51% Add +5.3% 125,928 $63.3M
Glenview Trust Co 0.97% Add +4.2% 125,602 $63.1M
Trust Co. of Vermont 2.63% Add +1.7% 125,215 $62.9M
Heritage Wealth Advisors 2.40% Reduce -0.5% 125,066 $62.8M
Investment Management Corp of Ontario 0.83% Add +67.9% 124,139 $62.4M
Fiduciary Trust Co 0.71% Reduce -2.2% 123,522 $62.1M
Thomasville National Bank 3.85% Add +1.9% 123,465 $62.1M
Mediolanum International Funds Ltd 0.62% Add +12.1% 122,768 $61.8M
GoodHaven Capital Management, LLC 20.14% No change 122,569 $61.6M
Schwarz Dygos Wheeler Investment Advisors LLC 12.63% Reduce -0.8% 121,620 $61.1M
Diesslin Group, Inc. 23.95% — 119,796 $60.2M
Westwood Holdings Group Inc. 0.50% Reduce -17.9% 119,700 $60.2M
Lafayette Investments, Inc. 11.29% Add +0.8% 118,839 $59.7M
Stack Financial Management, Inc 4.55% Reduce -0.2% 118,724 $59.7M
Welch & Forbes LLC 0.72% Reduce -1.7% 118,631 $59.6M
Whittier Trust Co. of Nevada Inc. 1.24% Add +4.0% 119,398 $59.6M
Valeo Financial Advisors, LLC 1.32% Add +2.5% 118,149 $59.4M
Purpose Unlimited Inc. 2.75% — 118,074 $59.3M
Voleon Capital Management LP 1.28% Add +43.0% 118,050 $59.3M
Magellan Asset Management Ltd 0.72% Reduce -0.5% 117,846 $59.2M
Shapiro Capital Management LLC 3.10% Reduce -5.5% 116,764 $58.7M
UniSuper Management Pty Ltd 0.35% Add +2.1% 116,447 $58.5M
Culbertson A N & Co. Inc. 8.03% Add +5.4% 116,425 $58.5M
Lanham O'Dell & Company, Inc. 16.78% Reduce -16.6% 115,942 $58.3M
Kentucky Retirement Systems 1.58% No change 115,802 $58.2M
Am Investment Strategies LLC 12.07% Add +4.1% 115,471 $58.0M
St Germain D J Co. Inc. 2.25% Reduce -0.6% 115,284 $57.9M
Sfmg, LLC 3.89% Reduce -1.0% 115,251 $57.9M
ABN AMRO Bank N.V. 0.54% Add +2.3% 114,558 $57.4M
Florida Trust Wealth Management Co 1.58% Reduce -1.0% 114,178 $57.4M
DDD Partners, LLC 3.65% Reduce -11.2% 114,009 $57.3M
Agf Management Ltd. 0.25% Reduce -2.3% 113,709 $57.2M
BI Asset Management Fondsmaeglerselskab A/S 0.50% Add +5.0% 112,553 $56.6M
Chemistry Wealth Management LLC 10.56% Add +0.2% 112,325 $56.5M
Asset Management Advisors, LLC 33.99% Reduce -0.7% 111,796 $56.2M
Cook & Bynum Capital Management, LLC 46.49% Reduce -3.3% 110,671 $55.6M
Solitude Financial Services 18.28% Add +5.2% 110,279 $55.4M
South Dakota Investment Council 1.05% Reduce -5.6% 109,756 $55.2M
Avenir Corp. 5.99% Reduce -0.9% 109,748 $55.2M
Destination Wealth Management 1.44% Add +5.2% 109,201 $54.9M
Avior Wealth Management, LLC 1.70% Reduce -2.7% 108,824 $54.7M
Seizert Capital Partners, LLC 2.31% Reduce -1.7% 108,688 $54.6M
GenTrust, LLC 2.35% Add +0.6% 108,138 $54.4M
Academy Capital Management 7.22% Reduce -0.7% 108,119 $54.3M
Farther Finance Advisors, LLC 0.58% Add +46.4% 107,698 $54.1M
New Capital Management LP 13.59% Reduce -3.4% 107,609 $54.1M
Orion Porfolio Solutions, LLC 0.40% Add +2.9% 107,503 $54.0M
Pinnacle Associates Ltd. 0.69% Reduce -0.9% 107,491 $54.0M
Choreo, LLC 0.69% Reduce -0.9% 106,867 $53.8M
JFS Wealth Advisors, LLC 3.01% Add +1.9% 106,227 $53.4M
Hartford Investment Management Co. 1.59% Reduce -1.4% 105,944 $53.3M
First Foundation Advisors 2.01% Reduce -2.0% 105,866 $53.2M
Citadel Investment Advisory, Inc. 23.01% Reduce -0.2% 105,812 $53.2M
Cohen Klingenstein LLC 1.61% Reduce -0.2% 105,724 $53.1M
Allstate Corp. 0.73% Add +113.5% 105,625 $53.1M
Horizon Investments, LLC 0.67% Add +7.8% 105,462 $53.0M
Lazard Asset Management LLC 0.09% Add +6.3% 105,034 $52.8M
Portland Investment Counsel Inc. 15.78% Add +3.3% 104,083 $52.4M
Quadrature Capital Ltd 0.53% Add +802.9% 103,849 $52.2M
Saybrook Capital 12.99% Reduce -0.0% 103,779 $52.2M
Farmers & Merchants Investments Inc. 1.43% Add +0.5% 102,852 $51.7M
Wittenberg Investment Management, Inc. 19.80% Reduce -5.1% 102,163 $51.4M
Polar Capital Holdings Plc 0.23% Reduce -0.3% 101,602 $51.1M
Smith Salley Wealth Management 2.52% Reduce -1.0% 101,345 $50.9M
Gotham Asset Management 0.18% Reduce -2.7% 100,492 $50.5M
Defender Capital, LLC. 16.36% New 100,452 $50.5M
Harvey Investment Co. LLC 5.36% Reduce -1.7% 100,231 $50.4M
Grandfield & Dodd, LLC 2.85% Reduce -1.4% 100,100 $50.3M
Norman Fields, Gottscho Capital Management, LLC 16.21% Reduce -6.1% 100,095 $50.3M
Cullen Investment Group, LTD. 6.52% Add +4.2% 100,745 $50.3M
Capula Management Ltd 0.33% Reduce -55.6% 100,017 $50.3M
Spinnaker Trust 2.68% Add +0.4% 99,543 $50.0M
WCG Wealth Advisors LLC 1.39% Add +124.3% 98,818 $49.7M
Ancora Advisors LLC 1.02% Add +1.8% 98,533 $49.5M
Ironvine Capital Partners, LLC 4.94% Reduce -0.8% 98,204 $49.4M
Moody LYNN Lieberson & Walker, LLC 2.61% Add +10.3% 97,792 $49.2M
Confluence Investment Management LLC 0.74% Reduce -3.2% 97,692 $49.1M
Aquamarine Capital (Aquamarine Zurich) 33.25% Reduce -30.6% 97,600 $49.1M
Curi Capital, LLC 0.85% Add +5.2% 97,402 $49.0M
Private Wealth Partners, LLC 3.47% Add +1.2% 97,213 $48.9M
Norinchukin Bank, The 0.57% Add +5.4% 97,207 $48.9M
One Charles Private Wealth Services, LLC 12.63% Add +0.2% 97,196 $48.9M
Tweedy, Browne Co LLC 3.94% Reduce -2.0% 97,081 $48.8M
J.W. Cole Advisors, Inc. 1.18% Reduce -4.4% 113,622 $48.7M
Man Group plc 0.09% Reduce -35.3% 96,869 $48.7M
Crossmark Global Holdings, Inc. 0.70% Add +26.3% 96,818 $48.7M
Concurrent Investment Advisors, LLC 0.56% Add +21.5% 96,600 $48.6M
Union Bancaire Privee, UBP SA 0.58% Add +21.3% 99,423 $48.5M
Modera Wealth Management, LLC 0.56% Reduce -0.6% 96,547 $48.5M
Foundation Resource Management Inc. 6.49% Reduce -0.1% 96,478 $48.5M
Claret Asset Management Corp 5.66% Add +0.4% 96,306 $48.4M
Associated Banc-Corp 1.24% Add +7.4% 96,162 $48.3M
Templeton & Phillips Capital Management, LLC 32.12% Reduce -0.1% 95,956 $48.2M
BNP Paribas 1.38% Reduce -2.0% 95,606 $48.1M
First Nebraska Trust Co 4.37% Add +1.0% 95,084 $47.8M
Lincoln Capital LLC 8.54% Reduce -0.4% 93,751 $47.1M
Louisiana State Employees Retirement System 0.81% Reduce -2.6% 93,700 $47.1M
Modern Wealth Management, LLC 0.86% Add +4.2% 93,480 $47.0M
Exencial Wealth Advisors, LLC 1.48% Reduce -1.0% 93,225 $46.9M
HighPoint Advisor Group LLC 1.03% Add +51.5% 92,922 $46.7M
Maryland State Retirement & Pension System 0.95% Add +0.5% 92,216 $46.4M
Norris Perne & French LLP 3.07% Reduce -1.3% 92,206 $46.3M
Beck Mack & Oliver LLC 0.84% Reduce -1.6% 92,167 $46.3M
Woodbridge Co Ltd 0.11% Add +8.2% 91,969 $46.2M
Laird Norton Wetherby Trust Company, LLC 0.96% Add +706.0% 91,911 $46.2M
MassMutual Private Wealth & Trust, FSB 1.19% Reduce -1.2% 91,623 $46.1M
Johnson Investment Counsel Inc. 0.38% Add +0.2% 91,528 $46.0M
Citizens Financial Group Inc. 0.62% Add +9.0% 91,288 $45.9M
Western Wealth Management, LLC 2.10% Add +0.1% 90,454 $45.5M
Allen Capital Group, LLC 4.17% Reduce -2.3% 90,168 $45.3M
Matthew Goff Investment Advisor, LLC 8.03% Reduce -3.4% 90,112 $45.3M
Pinnacle Financial Partners, Inc. 0.34% — 89,663 $45.1M
Philadelphia Trust Co. 3.09% Reduce -1.6% 89,073 $44.8M
Daiichi Life Insurance Co., Ltd. 1.15% Reduce -4.9% 88,726 $44.6M
Apollon Wealth Management, LLC 0.77% Reduce -0.5% 88,164 $44.3M
Freestone Capital Holdings, LLC 1.31% Reduce -1.4% 87,839 $44.2M
Fulton Breakefield Broenniman LLC 2.78% Reduce -1.0% 87,759 $44.1M
Baskin Financial Services Inc. 3.31% Reduce -0.5% 87,416 $43.9M
Trilogy Capital Inc. 1.96% Reduce -20.3% 87,055 $43.8M
Transcend Capital Advisors, LLC 3.37% Reduce -0.2% 86,431 $43.4M
Regions Financial Corp. 0.28% Reduce -4.0% 85,949 $43.2M
Motley Fool Asset Management LLC 1.68% Reduce -42.6% 85,576 $43.0M
Voloridge Investment Management, LLC 0.15% Reduce -48.5% 85,000 $42.7M
LGT Group Foundation 0.47% Add +1.9% 84,761 $42.7M
Greenbrier Partners Capital Management, LLC 2.85% Reduce -3.8% 84,614 $42.5M
GAMCO Investors 0.41% Add +1.0% 84,479 $42.5M
New Mexico Educational Retirement Board 1.27% Add +1.9% 84,457 $42.5M
TrinityBridge Ltd 0.94% Reduce -0.7% 84,021 $42.2M
Gradient Investments LLC 0.67% Add +1.3% 83,965 $42.2M
Adams Diversified Equity Fund, Inc. 1.40% Reduce -9.9% 83,843 $42.1M
Chilton Investment Co. Inc. 0.87% Reduce -19.4% 83,239 $41.8M
Red Door Wealth Management, LLC 4.35% Add +0.0% 83,135 $41.8M
Generate Investment Management Ltd 1.91% Reduce -19.5% 83,082 $41.8M
Banco Santander, S.A. 0.31% Add +0.5% 82,906 $41.7M
Martingale Asset Management L P 1.06% Reduce -2.6% 82,605 $41.5M
Cary Street Partners Financial LLC 1.02% Reduce -0.2% 82,056 $41.2M
Wharton Business Group, LLC 1.57% Reduce -0.1% 81,897 $41.2M
Stratos Wealth Partners, LTD. 0.47% Reduce -2.3% 81,295 $40.9M
HRT Financial LP 0.13% Add +42.7% 80,980 $40.7M
Mill Capital Management, LLC 2.93% Add +3.6% 80,863 $40.6M
Ervin Investment Management, LLC 22.77% Add +0.4% 80,860 $40.6M
LGT Fund Management Co Ltd. 3.19% Add +2.1% 80,175 $40.4M
American Financial Advisors, LLC 5.20% Reduce -3.9% 80,161 $40.3M
Texas Yale Capital Corp. 1.21% Add +0.2% 79,717 $40.1M
Bokf, NA 0.61% Reduce -5.2% 79,210 $39.8M
CapWealth Advisors, LLC 3.48% Reduce -0.2% 78,841 $39.6M
True North Advisors, LLC 5.12% Reduce -1.6% 78,793 $39.6M
Baltimore-Washington Financial Advisors, Inc. 1.65% Add +1.3% 78,427 $39.4M
Clarity Financial LLC 3.64% Add +3.8% 78,215 $39.3M
Parallel Advisors, LLC 0.72% Add +1.6% 78,067 $39.2M
NWF Advisory Services Inc. 4.32% Reduce -1.1% 77,810 $39.1M
Boston Trust Walden Corp 0.29% Reduce -0.3% 77,483 $38.9M
CWA Asset Management Group, LLC 1.40% Add +0.3% 77,440 $38.9M
Cadinha & Co. LLC 5.98% Reduce -0.3% 77,088 $38.7M
Painted Porch Advisors LLC 15.55% Reduce -1.9% 76,949 $38.7M
PYA Waltman Capital, LLC 10.32% Reduce -1.9% 76,419 $38.4M
Bessemer Group Inc. 0.06% Reduce -91.7% 76,329 $38.4M
OMERS ADMINISTRATION Corp 0.27% Add +1.3% 76,164 $38.3M
Eubel Brady & Suttman Asset Management Inc. 4.61% Reduce -0.4% 75,842 $38.1M
Lee Financial Co 5.13% Reduce -8.4% 75,477 $37.9M
MUFG Securities EMEA plc 0.44% Add +0.1% 75,175 $37.8M
Elo Mutual Pension Insurance Co 0.58% Add +0.1% 75,051 $37.7M
Jane Street Group, LLC 0.05% Reduce -88.9% 74,965 $37.7M
Washington Trust Advisors, Inc. 2.87% Reduce -2.2% 74,703 $37.5M
Graves Light Lenhart Wealth, Inc. 3.96% Reduce -0.7% 74,331 $37.4M
SBI Securities Co., Ltd. 0.96% New 74,213 $37.3M
Arkfeld Wealth Strategies, L.L.C. 12.76% Add +1.3% 74,835 $37.1M
YHB Investment Advisors, Inc. 2.56% Add +0.2% 73,700 $37.0M
Reik & Co., LLC 10.19% Reduce -2.3% 73,668 $37.0M
Walleye Trading LLC 0.59% Reduce -57.8% 73,309 $36.8M
Arkadios Wealth Advisors 0.73% Add +45.6% 73,291 $36.8M
Ostrum Asset Management 1.77% Add +22.7% 73,239 $36.8M
Kanawha Capital Management LLC 2.53% Reduce -0.8% 73,076 $36.7M
Summit Trail Advisors, LLC 0.63% Reduce -3.2% 73,033 $36.7M
Allen Investment Management, LLC 0.41% Reduce -20.2% 72,831 $36.6M
Braun Stacey Associates Inc. 1.19% Reduce -6.2% 72,789 $36.6M
World Investment Advisors 0.60% Add +50.0% 72,764 $36.6M
Hutchinson Capital Management 6.23% Add +0.7% 72,346 $36.4M
D'Orazio & Associates, Inc. 4.65% Reduce -2.2% 72,298 $36.3M
Constant Guidance Financial LLC 25.50% Add +31.3% 72,112 $36.2M
Signaturefd, LLC 0.55% Add +0.1% 72,038 $36.2M
Park Avenue Securities LLC 0.31% Add +2.1% 71,946 $36.2M
Baker Ellis Asset Management LLC 4.34% Add +1.4% 71,776 $36.1M
Meridian Wealth Management, LLC 1.27% Add +3.4% 71,745 $36.1M
Vantage Investment Partners, LLC 2.40% Add +36.5% 71,559 $36.0M
Dakota Wealth Management 0.64% Add +11.6% 71,489 $35.9M
Arthur M. Cohen & Associates, LLC 5.82% Add +2.2% 70,956 $35.7M
WealthPLAN Partners, LLC 5.31% Reduce -1.4% 70,692 $35.5M
Composition Wealth, LLC 0.51% Reduce -11.2% 70,659 $35.5M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -92.9% 70,577 $35.5M
Steginsky Capital LLC 5.98% Add +1.9% 70,552 $35.5M
Metis Global Partners, LLC 0.84% Reduce -4.2% 70,443 $35.4M
Avanza Fonder AB 0.90% New 70,361 $35.4M
Wealthspire Advisors, LLC 0.28% Add +10.9% 70,292 $35.3M
Rwa Wealth Partners, LLC 0.39% Add +3.9% 70,203 $35.3M
Avalon Trust Co 2.28% Reduce -3.7% 70,028 $35.2M
Coldstream Capital Management Inc. 0.46% Reduce -6.0% 69,948 $35.2M
Security National Bank 5.04% Add +0.0% 69,757 $35.1M
Whitegate Investment Counselors, Inc. 10.94% Reduce -0.3% 69,625 $35.0M
Shufro Rose & Co. LLC 2.37% Add +31.0% 69,495 $34.9M
ProVise Management Group, LLC 2.49% Add +1.9% 69,493 $34.9M
Vinva Investment Management Ltd 0.43% Add +24.4% 69,287 $34.9M
Gulf International Bank (UK) Ltd 1.13% Add +1.2% 69,329 $34.8M
White Pine Investment CO 8.20% Reduce -2.4% 69,275 $34.8M
Geneos Wealth Management Inc. 0.85% Reduce -5.7% 69,141 $34.8M
B. Metzler seel. Sohn & Co. AG 0.30% Add +2.5% 69,066 $34.7M
Caprock Group, LLC 0.73% Add +6.6% 68,967 $34.7M
Aspiriant, LLC 0.99% Add +11.9% 68,717 $34.5M
Segall Bryant & Hamill, LLC 0.47% Reduce -21.6% 68,663 $34.5M
Locust Wood Capital Advisers, LLC 0.86% Reduce -14.9% 68,660 $34.5M
Bleakley Financial Group, LLC 0.60% Add +14.3% 68,526 $34.4M
Greenline Partners, LLC 3.93% Add +7.3% 68,404 $34.4M
NLB Skladi, upravljanje premozenja, d.o.o. 1.57% — 68,365 $34.4M
Stephens Inc. 0.43% Reduce -2.8% 67,901 $34.2M
Allianz SE 0.44% Add +2.0% 67,908 $34.1M
Osmosis Investment Management UK Ltd 0.86% — 67,645 $34.0M
Insigneo Advisory Services, LLC 2.43% Reduce -4.3% 67,280 $33.8M
Schaper Benz & Wise Investment Counsel Inc. 2.44% Add +0.6% 67,217 $33.8M
Rbo & Co. LLC 5.37% Reduce -0.1% 67,181 $33.8M
NewEdge Wealth, LLC 0.38% Add +51.4% 67,176 $33.8M
Trajan Wealth LLC 1.41% Add +9.1% 67,115 $33.7M
Diversified Trust Co. 0.62% Add +1.6% 66,956 $33.7M
Choate Investment Advisors 0.66% Reduce -4.9% 66,898 $33.6M
Front Street Capital Management, Inc. 4.77% Add +1.4% 66,897 $33.6M
Harbor Investment Advisory, LLC 2.52% Add +0.1% 236,999 $33.6M
Focus Financial Network, Inc. 1.17% Add +2.6% 66,699 $33.5M
DJE Kapital AG 0.93% Add +57.4% 66,540 $33.5M
Vise Technologies, Inc. 0.65% Add +65.5% 66,274 $33.3M
Edmond DE Rothschild Holding S.A. 0.47% Reduce -1.3% 65,881 $33.1M
American National Bank & Trust 3.12% Add +0.0% 65,772 $33.1M
W1M Asset Management Ltd 0.34% New 65,731 $33.1M
Strata Wealth Advisors, LLC 9.18% Reduce -5.2% 65,669 $33.0M
Live Oak Private Wealth LLC 4.48% Reduce -1.2% 65,477 $32.9M
Becker Capital Management Inc. 0.94% Add +0.0% 65,181 $32.8M
Bryn Mawr Trust Advisors, LLC 1.58% Reduce -2.2% 65,150 $32.7M
Fisher Funds Management LTD 0.85% No change 64,785 $32.7M
Alta Capital Management LLC/ 2.18% Reduce -14.7% 64,984 $32.7M
OneDigital Investment Advisors LLC 0.32% Add +0.7% 64,893 $32.6M
Callan Family Office, LLC 0.70% Add +36.6% 64,783 $32.6M
DE Burlo Group Inc. 3.94% Add +13.6% 64,561 $32.5M
Advisory Services Network, LLC 0.46% Add +1.3% 64,330 $32.3M
Evernest Financial Advisors, LLC 6.73% Add +1213.1% 64,461 $32.1M
Shelton Capital Management 0.63% No change 63,859 $32.1M
Sapient Capital LLC 0.45% Add +1.8% 63,433 $31.9M
Rothschild Investment LLC 1.76% Reduce -1.1% 63,519 $31.9M
Abn Amro Investment Solutions 0.47% Add +391.9% 63,341 $31.8M
Ferguson Wellman Capital Management, Inc. 0.51% Reduce -1.1% 63,267 $31.8M
North Dakota State Investment Board 1.18% — 63,265 $31.8M
Compound Planning, Inc. 0.94% Reduce -0.3% 63,162 $31.7M
Capital Investment Advisors, LLC 0.48% Add +2.7% 62,922 $31.6M
Greenwood Gearhart LLC 1.74% Add +2.5% 62,748 $31.5M
Perigon Wealth Management, LLC 0.56% Add +5.2% 62,689 $31.5M
Beese Fulmer Investment Management, Inc. 2.05% Add +0.1% 62,668 $31.5M
FJ Investments, LLC 1.98% No change 62,288 $31.3M
Hamilton Capital Partners Inc. 1.14% Add +3.5% 61,824 $31.1M
Nichols & Pratt Advisers LLP 1.93% Reduce -9.1% 61,535 $30.9M
LMCG Investments, LLC 1.75% Add +1.3% 61,005 $30.7M
Boston Family Office LLC 1.93% Add +2.7% 60,552 $30.4M
Generali Asset Management SPA SGR 0.62% Add +10.8% 60,539 $30.4M
Townsend & Associates, Inc 2.70% Add +2.0% 61,490 $30.3M
Polar Asset Management Partners Inc. 0.78% New 60,000 $30.2M
Integrated Wealth Concepts LLC 0.36% Reduce -41.7% 59,929 $30.1M
Mar Vista Investment Partners LLC 2.76% Reduce -7.3% 59,902 $30.1M
Carret Asset Management, LLC 2.85% Reduce -0.8% 59,690 $30.0M
Maven Securities LTD 3.81% New 59,540 $29.9M
Valmark Advisers, Inc. 0.37% Add +0.6% 59,541 $29.9M
Sagewood Asset Management LP 10.62% — 59,502 $29.9M
BLB&B Advisors, LLC 1.25% Reduce -1.5% 59,380 $29.8M
Callahan Advisors, LLC 2.45% Add +0.6% 59,264 $29.8M
Clear Harbor Asset Management, LLC 2.02% Add +0.8% 58,899 $29.6M
Poehling Capital Management, INC. 6.05% Add +0.0% 58,846 $29.6M
Nomura Holdings Inc. 0.08% Reduce -39.4% 58,697 $29.5M
Northwestern Mutual Investment Management Company, LLC 0.34% Add +0.3% 58,591 $29.5M
Sowell Financial Services LLC 1.08% Reduce -0.1% 58,494 $29.4M
Pecaut & Co. 9.45% Reduce -5.5% 58,279 $29.3M
Trexquant Investment LP 0.26% Add +923.3% 58,276 $29.3M
Violich Capital Management, Inc. 3.27% Add +0.8% 58,206 $29.3M
WS Management LLLP 3.89% Reduce -35.6% 57,864 $29.1M
Professional Advisory Services Inc. 3.44% Add +26.9% 57,852 $29.1M
Zuckerman Investment Group, LLC 2.60% Reduce -1.8% 57,796 $29.1M
Nicolet Advisory Services, LLC 1.95% Add +0.0% 58,069 $29.0M
United Community Bank 10.93% Reduce -19.0% 57,516 $28.9M
WoodTrust Financial Corp 3.36% Reduce -0.9% 57,324 $28.8M
Beaumont Financial Advisors, LLC 1.89% Reduce -1.3% 57,227 $28.8M
Westchester Capital Management, Inc. 5.91% Reduce -0.3% 56,905 $28.6M
Chicago Capital, LLC 0.71% Add +0.6% 56,813 $28.6M
Fiduciary Alliance LLC 1.86% Add +1.1% 56,702 $28.5M
First National Trust Co 0.95% Add +0.3% 56,662 $28.5M
Truvestments Capital LLC 5.17% Reduce -1.1% 56,564 $28.4M
Groupama Asset Managment 0.42% Reduce -1.6% 56,729 $28.4M
Foster Dykema Cabot & Partners, LLC 1.74% Reduce -2.3% 56,186 $28.2M
BCV Asset Management Inc. 0.71% — 54,735 $28.0M
Unconventional Investor, LLC 13.24% Reduce -1.1% 55,480 $27.9M
Gabelli Funds LLC 0.19% Reduce -3.5% 55,401 $27.8M
Global Retirement Partners, LLC 0.49% Add +16.8% 55,340 $27.8M
Purkiss Capital Advisors LLC 13.02% Reduce -3.1% 55,253 $27.8M
IMC-Chicago, LLC 0.49% Add +18.7% 55,225 $27.8M
Cabot Wealth Management Inc. 3.06% Reduce -0.9% 55,034 $27.7M
Wilmington Savings Fund Society, FSB 0.65% Add +1.3% 54,916 $27.6M
GHP Investment Advisors, Inc. 1.14% Reduce -0.1% 54,907 $27.6M
Mawer Investment Management Ltd. 0.15% Reduce -3.8% 54,833 $27.6M
Ashton Thomas Private Wealth, LLC 0.67% Add +28.2% 54,706 $27.5M
W.G. Shaheen & Associates DBA Whitney & Co 2.18% Add +19.3% 54,493 $27.4M
Walleye Capital LLC 0.17% Add +123.3% 54,351 $27.3M
Focus Partners Advisor Solutions, LLC 0.33% Add +4.0% 54,232 $27.3M
Elkhorn Partners Limited Partnership 17.16% Reduce -0.1% 54,045 $27.2M
Nations Financial Group Inc, /Ia/ 1.43% Reduce -1.4% 53,983 $27.1M
Cornerstone Advisory, LLC 2.59% Add +1.6% 53,975 $27.1M
Quadrant Capital Group LLC 0.82% Add +2.3% 53,679 $27.0M
Fiduciary Group, LLC 2.26% Reduce -1.2% 53,496 $26.9M
Titleist Asset Management, LLC 2.17% Add +27.1% 53,382 $26.8M
Progeny 3, Inc. 1.44% No change 53,239 $26.8M
Snowden Capital Advisors LLC 0.68% Add +2.4% 52,571 $26.4M
Stephenson & Company, Inc. 14.49% Add +3.1% 52,497 $26.4M
Peak Planning Group, LLC 7.40% Add +64.2% 52,480 $26.4M
Thompson Siegel & Walmsley LLC 0.44% Reduce -0.0% 52,432 $26.4M
WealthPlan Investment Management, LLC 1.67% Reduce -13.9% 52,171 $26.2M
HUB Investment Partners, LLC 0.71% New 51,934 $26.1M
iA Global Asset Management Inc. 0.33% New 51,908 $26.1M
Daymark Wealth Partners, LLC 0.83% Reduce -0.1% 51,890 $26.1M
First Eagle Investment Management, LLC 0.05% Add +238.8% 51,877 $26.1M
Ethic Inc. 0.40% Add +12.1% 51,765 $26.0M
Wedbush Securities Inc. 0.76% Add +2.1% 51,700 $26.0M
Henshaw Capital LLC 0.93% No change 51,650 $26.0M
Hunter Perkins Capital Management, LLC 6.01% Reduce -1.7% 51,603 $25.9M
Hendley & Co. Inc. 9.26% Reduce -3.6% 51,531 $25.9M
Roberts Glore & Co. Inc. 6.90% Reduce -1.7% 51,526 $25.9M
Georgetown University 10.30% No change 51,454 $25.9M
Tower Research Capital LLC (TRC) 0.62% Add +189.7% 51,236 $25.8M
Well Done, LLC 3.82% Reduce -0.5% 50,845 $25.6M
Eagle Capital Management LLC 0.08% Reduce -0.1% 50,820 $25.5M
Lazard Freres Gestion S.A.S. 0.46% Reduce -39.4% 50,796 $25.5M
Menlo Advisors LLC 11.45% Reduce -2.1% 50,707 $25.5M
Pioneer Trust Bank N A 5.90% Reduce -0.2% 50,623 $25.4M
Riverview Capital Advisers, LLC 7.66% Reduce -3.2% 50,375 $25.3M
RMR Capital Management, LLC 18.19% Reduce -1.5% 50,172 $25.2M
Tudor Investment Corporation 0.14% New 50,076 $25.2M
71 West Capital Partners 1.16% — 50,074 $25.2M
Franklin Street Advisors Inc. 1.44% Add +1.4% 50,038 $25.2M
IFP Advisors, Inc 0.56% Add +0.8% 49,897 $25.1M
Empirical Finance, LLC 1.20% Reduce -3.8% 49,871 $25.1M
Securian Asset Management, Inc. 0.95% Reduce -43.7% 49,863 $25.1M
J. L. Bainbridge & Co., Inc. 2.05% Reduce -2.0% 49,804 $25.0M
Pallas Capital Advisors LLC 0.83% Reduce -1.9% 49,791 $25.0M
Federated Hermes, Inc. 0.04% Reduce -55.5% 49,776 $25.0M
Accredited Investors Inc. 1.33% Add +0.2% 49,774 $25.0M
Novare Capital Management LLC 1.88% Reduce -1.9% 49,765 $25.0M
Evelyn Partners Investment Management Services Ltd 3.13% Add +5.6% 49,658 $25.0M
Mirador Capital Partners LP 3.42% Reduce -0.7% 49,590 $24.9M
Mufg Securities Americas Inc. 1.56% Reduce -0.1% 49,401 $24.8M
Sculati Wealth Management, LLC 8.74% Add +0.2% 49,267 $24.8M
Principal Securities, Inc. 0.38% Add +5.3% 49,202 $24.7M
Sierra Capital LLC 2.61% Reduce -0.5% 49,052 $24.7M
Ycg, LLC 1.86% Reduce -0.8% 48,926 $24.6M
WP Advisors, LLC 6.10% Reduce -4.3% 48,727 $24.5M
Ritholtz Wealth Management 0.45% Add +8.6% 48,721 $24.5M
Canada Post Corp Registered Pension Plan 0.93% Add +32.4% 48,547 $24.4M
Kentucky Retirement Systems Insurance Trust Fund 1.58% No change 48,539 $24.4M
Bridgeway Capital Management, LLC 0.51% Add +6.6% 48,515 $24.4M
CenterBook Partners LP 1.19% Add +2.2% 48,374 $24.3M
Intech Investment Management LLC 0.22% Reduce -4.3% 48,329 $24.3M
Anchor Capital Advisors LLC 0.70% Reduce -0.2% 48,320 $24.3M
Larson Financial Group LLC 0.81% Add +4.1% 48,058 $24.2M
Adamsbrown Wealth Consultants LLC 6.72% Add +6.6% 48,040 $24.1M
Fairholme Capital Management 1.68% Reduce -0.9% 48,012 $24.1M
Marex Group Ltd 0.26% Reduce -61.0% 47,971 $24.1M
QVT Financial LP 2.32% No change 47,946 $24.1M
Argent Trust Co 0.83% Reduce -2.6% 47,931 $24.1M
Ramsay, Stattman, Vela & Price, Inc. 4.32% Reduce -1.5% 47,735 $24.0M
Skandinaviska Enskilda Banken AB (publ) 0.10% Reduce -4.4% 47,586 $23.9M
Cim, LLC 3.14% Reduce -2.8% 47,580 $23.9M
RiverFront Investment Group, LLC 0.39% Add +3.4% 47,437 $23.8M
Integrity Alliance, Llc. 0.87% Add +3.7% 47,375 $23.8M
Arbejdsmarkedets Tillaegspension 0.61% — 47,329 $23.8M
Beacon Financial Group 2.36% Add +0.9% 47,241 $23.7M
Suncoast Equity Management 2.39% Reduce -2.5% 47,100 $23.7M
BTG Pactual Asset Management US LLC 2.63% Add +58.0% 46,805 $23.5M
Harbour Trust & Investment Management Co 2.40% Add +4.0% 46,739 $23.5M
Satovsky Asset Management LLC 4.55% Reduce -0.5% 46,728 $23.5M
Tokio Marine Asset Management Co. Ltd. 0.81% Add +4.5% 46,592 $23.4M
Solidarity Wealth, LLC 4.78% Add +1.0% 46,482 $23.4M
Borer Denton & Associates, Inc. 7.84% Reduce -0.9% 46,286 $23.3M
Neville Rodie & Shaw Inc. 1.64% Reduce -1.5% 46,217 $23.2M
Vontobel Holding Ltd. 0.08% Reduce -45.5% 46,202 $23.2M
Atria Investments, Inc 0.26% Reduce -0.1% 46,037 $23.1M
RB Capital Management, LLC 4.85% Add +2.4% 45,747 $23.0M
Account Management LLC 24.66% Reduce -1.4% 45,714 $23.0M
Keystone Financial Group 1.70% Add +9.7% 45,603 $22.9M
Evergreen Capital Management LLC 0.51% Add +2.4% 45,327 $22.8M
Thoroughbred Financial Services, LLC 1.35% Add +2.7% 45,281 $22.8M
White Knight Strategic Wealth Advisors, LLC 16.61% Add +1.4% 45,164 $22.7M
Bahl & Gaynor LLC 0.11% Add +1.0% 45,128 $22.7M
Wills Financial Group LLC 8.64% Reduce -0.9% 44,972 $22.6M
Massachusetts Financial Services Co. 0.01% Reduce -9.5% 44,960 $22.6M
Presidio Capital Management, LLC 6.79% Reduce -0.1% 44,940 $22.6M
Lawson Kroeker Investment Management Inc. 6.73% Reduce -40.5% 44,899 $22.6M
Tennessee Valley Asset Management Partners 2.92% Reduce -0.5% 44,879 $22.6M
one8zero8, LLC 4.90% Reduce -0.0% 44,687 $22.5M
Sigma Planning Corp 0.62% Reduce -15.7% 44,564 $22.5M
Park National Corp. 0.70% Reduce -4.5% 44,655 $22.4M
Unison Asset Management LLC 10.04% Add +6.3% 44,605 $22.4M
Hudson Value Partners, LLC 6.65% Add +3.0% 44,297 $22.3M
Ballentine Partners, LLC 0.31% Reduce -4.2% 44,342 $22.3M
Kingsview Wealth Management, LLC 0.32% Add +3.0% 44,336 $22.3M
Nomura Asset Management International Inc. 0.03% — 44,181 $22.2M
Lombard Odier Asset Management (Switzerland) SA 0.94% Reduce -70.4% 44,133 $22.2M
Burney Co./ 0.69% Reduce -1.0% 43,928 $22.1M
Benjamin Edwards Inc. 0.24% Add +1.9% 43,915 $22.1M
Verition Fund Management LLC 0.13% Add +48.5% 43,895 $22.1M
Rehmann Capital Advisory Group 1.15% Add +1.0% 43,860 $22.0M
Absher Wealth Management, LLC 2.61% Reduce -1.2% 43,843 $22.0M
Fiducient Advisors LLC 2.73% Add +2.5% 43,754 $22.0M
Banyan Capital Management, Inc. 9.39% Reduce -1.9% 42,980 $21.6M
Stock Yards Bank & Trust Co. 0.66% Reduce -6.6% 42,747 $21.5M
NFJ Investment Group, LLC 0.77% Reduce -32.4% 42,681 $21.5M
Carter Financial Group, INC. 12.71% Add +2.3% 42,620 $21.4M
Hantz Financial Services, Inc. 0.31% Reduce 0.0% 42,449 $21.3M
Buckley Wealth Management, LLC 5.64% Add +1.4% 42,341 $21.3M
Mgo One Seven LLC 0.43% Add +14.8% 42,270 $21.2M
Heirloom Wealth Management 4.89% Add +2.7% 42,074 $21.1M
Ally Financial Inc. 2.58% No change 42,000 $21.1M
Burns J W & Co. Inc. 2.34% Add +0.1% 41,977 $21.1M
U.S. Capital Wealth Advisors, LLC 0.55% Add +0.1% 41,927 $21.1M
Hutner Capital Management Inc. 8.79% Reduce -0.7% 41,919 $21.1M
Titan Investment Solutions Ltd 2.53% — 41,843 $21.0M
NorthRock Partners, LLC 0.35% Reduce -25.0% 41,725 $21.0M
Weik Capital Management 7.86% Add +0.9% 41,724 $21.0M
Cornerstone Advisors, LLC 0.70% Reduce -53.0% 41,701 $21.0M
Hingham Institution for Savings 17.07% — 41,450 $20.8M
Concentric Capital Strategies, LP 1.08% New 41,440 $20.8M
Trinity Financial Advisors LLC 5.82% Reduce -0.5% 41,367 $20.8M
Nwam LLC 1.16% Reduce -7.9% 42,338 $20.7M
ASO GROUP Ltd 8.09% — 41,191 $20.7M
Van Hulzen Asset Management, LLC 1.52% Add +2.5% 41,108 $20.7M
Hollow Brook Wealth Management LLC 5.33% Reduce -7.2% 40,971 $20.6M
Financial Security Advisor, Inc. 3.98% Reduce -3.1% 40,921 $20.6M
EFG International AG 0.40% — 40,705 $20.5M
Edge Wealth Management LLC 3.60% Reduce -0.4% 40,619 $20.4M
Pekin Hardy Strauss, Inc. 1.88% Add +3.7% 40,521 $20.4M
Sandy Cove Advisors, LLC 6.03% Add +55.0% 40,479 $20.3M
Coleford Investment Management Ltd. 4.95% Reduce -2.1% 40,445 $20.3M
Cypress Capital Group 2.27% Add +1.3% 40,303 $20.3M
Aldebaran Capital, LLC 18.11% Reduce -4.1% 40,187 $20.2M
Kavar Capital Partners Group, LLC 2.78% Reduce -0.9% 41,919 $20.1M
GC Wealth Management RIA, LLC 0.74% Reduce -33.5% 40,020 $20.1M
Axxcess Wealth Management, LLC 0.36% Add +9.6% 40,008 $20.1M
Nearwater Capital Markets, Ltd 0.34% Reduce -78.3% 40,000 $20.1M
N.E.W. Advisory Services LLC 1.48% Reduce -0.3% 39,941 $20.1M
Avity Investment Management Inc. 1.41% Reduce -8.1% 39,883 $20.0M
Livforsakringsbolaget Skandia, Omsesidigt 0.78% Reduce -1.5% 39,860 $20.0M
Barlow Wealth Partners, LLC 2.16% Add +1.9% 40,093 $20.0M
Pinnacle Wealth Management Advisory Group, LLC 1.38% Add +0.0% 39,752 $20.0M
Kiley Juergens Wealth Management, LLC 4.32% Reduce -0.2% 39,654 $19.9M
SageGuard Financial Group, LLC 3.15% — 39,413 $19.8M
Venture Visionary Partners LLC 0.65% Reduce 0.0% 39,278 $19.8M
Haverford Trust Co 0.18% Reduce -2.1% 39,292 $19.8M
Ascent Group, LLC 0.67% Add +3.9% 39,259 $19.7M
TLW Wealth Management, LLC 11.34% Reduce -5.2% 39,109 $19.7M
Koa Wealth Management, LLC 13.41% Reduce -0.2% 38,868 $19.5M
Prosperity Consulting Group, LLC 0.88% Reduce -0.1% 38,838 $19.5M
Beacon Financial Planning, Inc. 9.41% Reduce -3.0% 38,836 $19.5M
TBH Global Asset Management, LLC 3.24% Add +25.3% 38,676 $19.4M
Ameritas Advisory Services, LLC 0.72% Reduce -2.2% 38,495 $19.3M
Fifth Third Wealth Advisors LLC 0.68% Reduce -0.4% 38,456 $19.3M
Muhlenkamp & Co. Inc. 5.19% Add +0.1% 38,411 $19.3M
Albion Financial Group 1.20% Reduce -4.2% 38,364 $19.3M
Fisher Asset Management 0.01% Add +7.7% 38,195 $19.2M
Horizon Kinetics Asset Management LLC 0.26% Reduce -5.8% 37,988 $19.1M
Vantage Wealth 4.12% Add +4.1% 37,948 $19.1M
AlphaCore Capital LLC 0.43% Add +2.1% 37,873 $19.0M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.68% — 37,865 $19.0M
Stolper Co 5.61% Add +0.4% 37,858 $19.0M
GAMMA Investing LLC 0.95% Add +7.7% 37,803 $19.0M
Exchange Traded Concepts, LLC 0.16% Reduce -12.0% 37,677 $18.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.34% Add +3.8% 37,653 $18.9M
IHT Wealth Management, LLC 0.46% Reduce -1.4% 37,646 $18.9M
KMG Fiduciary Partners, LLC 1.34% Add +0.3% 37,612 $18.9M
Summit Asset Management, LLC 2.67% Reduce -0.6% 37,602 $18.9M
M Holdings Securities, Inc. 1.35% Add +217.0% 37,530 $18.9M
Foundations Investment Advisors, LLC 0.25% Add +5.6% 37,446 $18.8M
Independent Financial Group, LLC 0.42% Reduce -1.7% 37,303 $18.8M
Columbia Asset Management 3.33% New 37,270 $18.7M
NBT Bank, N.A. 1.21% Reduce -1.8% 35,153 $18.7M
NorthCoast Asset Management LLC 0.41% Reduce -88.4% 37,138 $18.7M
Financial Avengers, Inc. 7.65% Reduce -0.3% 37,166 $18.7M
Savvy Advisors, Inc. 0.60% Add +60.3% 37,124 $18.7M
CreativeOne Wealth, LLC 0.45% Add +1.1% 37,010 $18.6M
FineMark National Bank & Trust 0.58% Add +4.3% 36,886 $18.5M
SlateStone Wealth, LLC 1.54% Add +3.8% 36,624 $18.4M
Phoenix Financial Ltd. 0.20% Reduce -5.2% 38,005 $18.4M
Pittenger & Anderson Inc. 0.71% Add +1.1% 36,521 $18.4M
Wedmont Private Capital 0.64% Reduce -8.0% 36,950 $18.3M
Level Four Advisory Services, LLC 0.59% Reduce -0.5% 36,178 $18.2M
Dynamic Advisor Solutions LLC 0.58% Reduce -6.5% 36,151 $18.2M
CCM Investment Advisers LLC 1.74% Add +6.0% 36,136 $18.2M
Kemnay Advisory Services Inc. 2.73% Add +1.1% 36,038 $18.1M
Anchor Investment Management, LLC 1.47% Reduce -4.7% 35,936 $18.1M
Private Advisory Group LLC 1.42% Add +5.1% 35,904 $18.0M
Gladstone Institutional Advisory LLC 0.68% Add +2.2% 35,812 $18.0M
Meitav Investment House Ltd. 0.21% Reduce -32.5% 35,803 $18.0M
Great Valley Advisor Group, Inc. 0.34% Add +0.6% 35,429 $17.8M
Rice Partnership, LLC 2.39% Reduce -8.1% 35,215 $17.7M
Moran Wealth Management, LLC 0.54% Reduce -1.1% 35,075 $17.6M
Arnhold LLC 1.33% No change 34,941 $17.6M
Roffman Miller Associates Inc. 0.96% Add +23.0% 34,909 $17.5M
Osborne Partners Capital Management, LLC 0.90% Reduce -1.6% 34,864 $17.5M
Brookstone Capital Management 0.20% Add +3.0% 34,844 $17.5M
XML Financial, LLC 1.42% Reduce -7.7% 34,703 $17.4M
First Citizens Bank & Trust Co. 0.36% Reduce -37.2% 34,621 $17.4M
Cahill Financial Advisors Inc. 1.90% Reduce -5.0% 34,595 $17.4M
Joel Isaacson & Co., LLC 0.57% Add +7.3% 34,550 $17.4M
Mission Creek Capital Partners, Inc. 3.50% Add +0.0% 34,506 $17.3M
OpenArc Corporate Advisory, LLC 0.29% — 34,368 $17.3M
Amica Mutual Insurance Co. 1.50% No change 34,332 $17.3M
First American Bank 1.04% Reduce -3.2% 34,164 $17.2M
Hi-Line Capital Management, LLC 5.71% Add +19.4% 34,124 $17.2M
Arwa LLC 9.99% — 34,040 $17.1M
Greenwood Capital Associates LLC 1.86% Reduce -1.6% 33,990 $17.1M
Belpointe Asset Management LLC 0.62% Add +6.2% 33,934 $17.1M
Woodmont Investment Counsel LLC 1.07% Add +0.8% 33,857 $17.0M
Meeder Advisory Services, Inc. 0.73% Add +3.5% 33,805 $17.0M
Smartleaf Asset Management LLC 0.64% Add +86.7% 33,580 $16.9M
NORTHSTAR ASSET MANAGEMENT Co 3.58% Reduce -0.4% 33,613 $16.9M
Essex Financial Services, Inc. 0.96% Reduce -0.3% 33,573 $16.9M
Knights of Columbus Asset Advisors LLC 0.96% Reduce -36.0% 33,553 $16.9M
Demars Financial Group, LLC 5.64% Add +4.9% 33,540 $16.9M
Waldron Private Wealth LLC 0.66% Add +3.8% 33,462 $16.8M
Mather Group, Llc. 0.17% Reduce -1.0% 33,352 $16.8M
Appleton Partners Inc. 1.10% Reduce -1.0% 33,297 $16.7M
Eos Management, L.P. 6.55% No change 33,250 $16.7M
Steele Capital Management, Inc. 0.72% Reduce -1.3% 33,225 $16.7M
B. Riley Wealth Advisors, Inc. 0.78% Reduce -0.2% 32,998 $16.6M
Regency Capital Management Inc.\DE 6.89% Add +8.9% 32,937 $16.6M
Moors & Cabot, Inc. 0.71% Reduce -0.3% 32,905 $16.5M
Stratos Investment Management, LLC 0.66% Reduce -21.7% 32,819 $16.5M
Capital Analysts, LLC 0.45% Reduce -1.3% 32,557 $16.4M
Wealthcare Advisory Partners LLC 0.32% Add +26.2% 32,528 $16.4M
Pettyjohn, Wood & White, Inc. 2.56% Reduce -0.3% 32,440 $16.3M
Visionary Wealth Advisors 0.74% Reduce -1.4% 32,423 $16.3M
Private Wealth Asset Management, LLC 1.77% Reduce -15.2% 32,410 $16.3M
Beckerman Institutional, LLC 9.11% Add +2.0% 32,278 $16.2M
Kelman-Lazarov, Inc. 2.32% Add +1.7% 32,258 $16.2M
Inlet Private Wealth, LLC 3.76% Reduce -4.5% 32,235 $16.2M
Palisade Capital Management, LP 0.54% Add +6.2% 32,205 $16.2M
Bellwether Advisors, LLC 2.58% New 32,188 $16.2M
Bar Harbor Wealth Management 0.93% Reduce -3.9% 32,089 $16.1M
Eastern Bank 0.28% Add +8.4% 31,928 $16.0M
Hancock Whitney Corp. 0.29% Add +1.2% 31,924 $16.0M
Prudential PLC 0.13% Reduce -7.4% 31,887 $16.0M
Johnson Financial Group, Inc. 0.60% Add +0.1% 31,804 $16.0M
Embree Financial Group 1.96% Add +10.2% 31,770 $16.0M
Archford Capital Strategies, LLC 1.86% Reduce -0.4% 31,725 $15.9M
LFL Advisers, LLC 5.23% Add +2.8% 31,693 $15.9M
Foster Victor Wealth Advisors, LLC 0.93% Add +1.9% 32,250 $15.9M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3.63% Reduce -11.2% 31,589 $15.9M
Aaron Wealth Advisors LLC 0.88% Add +14.3% 31,586 $15.9M
Community Trust & Investment Co. 0.84% Reduce -25.3% 31,515 $15.8M
WealthBridge Capital Management, LLC 3.60% Reduce -2.7% 31,476 $15.8M
Boit C F David 6.82% No change 31,628 $15.8M
Ami Investment Management Inc. 3.53% Add +1.1% 31,265 $15.7M
Naman Capital Ltda 4.41% No change 31,200 $15.7M
AlTi Global, Inc. 0.34% Reduce -28.2% 31,188 $15.7M
Punch & Associates Investment Management, Inc. 0.92% Add +1.0% 31,112 $15.6M
Wesbanco Bank Inc. 0.43% Reduce -3.7% 30,962 $15.6M
Coston, McIsaac & Partners 3.61% Add +2.2% 30,910 $15.5M
Kovack Advisors, Inc. 0.74% Add +29.8% 30,888 $15.5M
Pure Financial Advisors, LLC 0.23% Reduce -3.2% 30,837 $15.5M
Madison Asset Management, LLC 0.18% Reduce -3.4% 30,808 $15.5M
Evoke Wealth, LLC 0.30% Add +35.3% 30,729 $15.4M
East Coast Asset Management, LLC. 4.52% Reduce -3.5% 30,591 $15.4M
Intrinsic Value Partners, LLC 11.53% Reduce -1.8% 30,571 $15.4M
Ledyard National Bank 1.32% Reduce -1.6% 30,449 $15.3M
Quattro Advisors LLC 12.20% — 30,355 $15.3M
Hollencrest Capital Management 0.53% Reduce -0.8% 30,166 $15.2M
Fogel Capital Management, Inc. 6.97% Add +0.1% 30,106 $15.1M
BLI - Banque de Luxembourg Investments 0.44% New 30,000 $15.1M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -37.2% 30,027 $15.1M
Sterling Investment Management, LLC 8.53% Reduce -0.2% 29,912 $15.0M
Alvarez & Marsal Private Wealth Partners, LLC 2.88% — 29,838 $15.0M
Blue Trust, Inc. 0.17% Reduce -1.6% 29,785 $15.0M
Guggenheim Capital LLC 0.11% Add +0.3% 29,731 $14.9M
Vines Capital Management, LLC 14.51% — 29,619 $14.9M
Metropolis Capital Ltd 0.48% Reduce -5.7% 29,609 $14.9M
Brooklyn Investment Group 0.69% Add +78.5% 29,685 $14.9M
Pictet North America Advisors SA 1.41% Reduce -3.4% 29,572 $14.9M
Codex Capital Asset Management L.L.C. 5.40% Add +68.6% 29,550 $14.9M
VestGen Advisors, LLC 0.63% Reduce -27.0% 29,510 $14.8M
Commerzbank Aktiengesellschaft 0.30% Add +4.2% 29,398 $14.8M
Patton Fund Management, Inc. 1.98% Add +3.3% 29,361 $14.8M
Waterfront Wealth Inc. 2.80% Reduce -0.6% 30,653 $14.7M
Bailard, Inc. 0.33% Reduce -4.4% 29,262 $14.7M
Apella Capital, LLC 0.29% Add +5.0% 29,240 $14.7M
PDS Planning, Inc 0.97% Add +3.4% 28,972 $14.6M
TCW Group Inc. 0.10% New 28,947 $14.6M
K.J. Harrison & Partners Inc 1.93% No change 28,901 $14.5M
Studio Investment Management LLC 2.65% Reduce -0.1% 28,834 $14.5M
MLP3, LLC 15.76% — 28,722 $14.4M
Cumberland Advisors Inc. 5.47% Add +2.2% 28,699 $14.4M
ARS Wealth Advisors Group, LLC 1.30% Add +8.7% 28,622 $14.4M
Meixler Investment Management, Ltd. 8.71% Add +1.0% 28,511 $14.3M
Timber Creek Capital Management LLC 3.32% Reduce -0.2% 28,456 $14.3M
FRG Family Wealth Advisors LLC 2.22% Reduce -0.6% 28,432 $14.3M
Canal Capital Management, LLC 2.03% Add +1.1% 28,430 $14.3M
O'Keefe Stevens Advisory, Inc. 3.71% Add +1.2% 28,403 $14.3M
Evelyn Partners Investment Management (Europe) Ltd 4.63% Add +1.9% 28,370 $14.3M
KCM Investment Advisors LLC 0.46% Reduce -1.5% 28,336 $14.2M
Jacobs Levy Equity Management, Inc. 0.05% Reduce -9.2% 28,302 $14.2M
Lakeside Advisors, INC. 9.06% Reduce -4.2% 28,195 $14.2M
Eldred Rock Partners, LLC 3.67% Reduce -10.9% 28,171 $14.2M
Gryphon Financial Partners LLC 1.51% Add +2.4% 28,037 $14.1M
Flagship Harbor Advisors, LLC 0.66% Reduce -0.4% 28,010 $14.1M
Kinsale Capital Group, Inc. 2.34% Add +3.7% 27,994 $14.1M
Ameritas Investment Partners, Inc. 0.43% Reduce -2.9% 27,974 $14.1M
O'Brien Greene & Co. Inc 4.17% Reduce -1.4% 27,919 $14.0M
Telos Capital Management, Inc. 1.31% Add +0.9% 27,881 $14.0M
Hikari Tsushin, Inc. 0.91% No change 27,878 $14.0M
Eagle Global Advisors LLC 0.52% Reduce -0.8% 27,830 $14.0M
Mezzasalma Advisors, LLC 3.36% Add +3.4% 28,152 $14.0M
GTS Securities LLC 0.48% Add +41.0% 27,768 $14.0M
Smithfield Trust Co 0.62% Reduce -0.2% 27,720 $14.0M
Fidelis Capital Partners, LLC 1.01% Reduce -0.9% 27,748 $13.9M
Sagespring Wealth Partners, LLC 0.25% Add +7.7% 27,664 $13.9M
Manchester Capital Management LLC 1.89% Reduce -0.5% 27,658 $13.9M
Canerector Inc. 6.80% Add +0.5% 27,640 $13.9M
HBK Sorce Advisory LLC 0.32% Add +3.8% 27,306 $13.9M
Guardian Wealth Advisors, LLC / NC 0.87% Add +1.0% 27,590 $13.9M
Vestcor Inc 0.40% Add +3.3% 27,564 $13.9M
Ascentis Wealth Management, LLC 3.53% Add +1.1% 27,501 $13.8M
Weybosset Research & Management LLC 4.26% Reduce -1.9% 27,474 $13.8M
Principle Wealth Partners LLC 0.78% Reduce -3.5% 27,411 $13.8M
Highland Capital Management, LLC 0.69% Reduce -4.3% 27,406 $13.8M
Siemens Fonds Invest GmbH 0.73% Add +13.2% 27,332 $13.8M
Northside Capital Management, LLC 1.19% Reduce -0.3% 27,162 $13.7M
Van Den Berg Management I, Inc. 3.12% Reduce -2.6% 27,110 $13.6M
American Trust Investment Advisors, LLC 7.28% Add +0.1% 27,103 $13.6M
Annandale Capital, LLC 2.21% Reduce -0.3% 27,062 $13.6M
Greystone Financial Group, LLC 2.12% Reduce -0.8% 27,023 $13.6M
Glassy Mountain Advisors, Inc. 4.10% Add +1.4% 26,985 $13.6M
Community Bank & Trust, Waco, Texas 2.78% Reduce -6.1% 26,951 $13.5M
Castlekeep Investment Advisors LLC 6.11% Add +1.7% 26,876 $13.5M
Old North State Wealth Management, LLC 6.29% Add +4.8% 26,641 $13.4M
Beacon Investment Advisors LLC 5.37% Add +0.3% 26,602 $13.4M
WASHINGTON TRUST Co 0.44% Add +12.9% 26,569 $13.4M
Gifford Fong Associates 2.66% No change 26,500 $13.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.60% Reduce -6.5% 26,484 $13.3M
Leo Wealth, LLC 0.96% Add +74.5% 26,446 $13.3M
Robertson Stephens Wealth Management, LLC 0.37% Reduce -47.9% 26,430 $13.3M
Financial Engines Advisors L.L.C. 0.03% Add +0.1% 26,405 $13.3M
Cardinal Point Capital Management ULC 0.87% Reduce -0.3% 26,399 $13.3M
Compass Financial Group, INC 1.88% Add +51.2% 26,230 $13.2M
OneAscent Financial Services LLC 1.21% Reduce -22.0% 26,224 $13.2M
SCS Capital Management LLC 0.14% Reduce -13.2% 26,203 $13.2M
Howard Capital Management, LLC 0.17% Add +2.0% 26,196 $13.2M
Adkins Seale Capital Management LLC 12.97% — 26,112 $13.1M
Sprott Inc. 0.47% Reduce -0.5% 26,112 $13.1M
Summit Financial Strategies, Inc. 1.07% Reduce -1.5% 26,009 $13.1M
Harris Associates (Oakmark Funds) 0.02% Reduce -3.9% 25,999 $13.1M
Zhang Financial LLC 0.49% Add +4.4% 25,933 $13.0M
Hudock, Inc. 1.92% Add +2.7% 25,920 $13.0M
Stokes Family Office, LLC 1.19% Reduce -5.1% 25,831 $13.0M
Eq Wealth Advisors, LLC 7.66% Add +0.5% 25,826 $13.0M
Stratos Wealth Advisors, LLC 0.63% Add +1.1% 25,803 $13.0M
Zacks Investment Management 0.10% Add +3.1% 25,660 $12.9M
Mitchell Capital Management Co. 2.30% Add +13.1% 25,633 $12.9M
Acumen Wealth Advisors, LLC 3.71% — 25,621 $12.9M
Intesa Sanpaolo Wealth Management 2.66% — 25,599 $12.9M
Longbow Finance SA 2.18% Reduce -18.1% 25,563 $12.8M
Motley Fool Wealth Management, LLC 1.00% Reduce -19.9% 25,540 $12.8M
Walleye Partners, LLC 14.26% — 25,526 $12.8M
L2 Asset Management, LLC 1.71% Reduce -4.0% 25,428 $12.8M
Crewe Advisors LLC 1.13% Reduce -1.3% 25,385 $12.8M
Asset Advisors Investment Management, LLC 1.18% Add +8.9% 25,358 $12.7M
Clio Asset Management LLC 9.83% Reduce -0.5% 25,184 $12.7M
Financial Strategies Group, Inc. 2.29% Add +3.9% 25,361 $12.7M
Bulltick Wealth Management, LLC 2.69% Add +0.3% 25,170 $12.7M
McDaniel Terry & Co. 1.10% No change 25,126 $12.6M
Middleton & Co. Inc. 1.34% Add +0.1% 25,084 $12.6M
Allegheny Financial Group 1.87% Reduce -2.3% 25,078 $12.6M
Raab & Moskowitz Asset Management LLC 2.76% Reduce -0.6% 25,079 $12.6M
HFR Wealth Management, LLC 2.97% Add +0.0% 25,043 $12.6M
Carmel Capital Management L.L.C. 3.81% Add +2.1% 25,000 $12.6M
Jasper Ridge Partners, L.P. 0.28% No change 25,000 $12.6M
Trust Co of Kansas 5.78% Reduce -0.3% 24,967 $12.6M
Vestmark Advisory Solutions, Inc. 0.17% Add +59.1% 24,966 $12.5M
Flputnam Investment Management Co. 0.18% Reduce -2.2% 24,904 $12.5M
PFG Advisors 0.61% Reduce -41.7% 24,878 $12.5M
Winch Advisory Services, LLC 2.76% Reduce -0.5% 24,868 $12.5M
Cypress Asset Management Inc. 2.75% Reduce -1.1% 24,868 $12.5M
Mairs & Power Inc. 0.12% Reduce -2.1% 24,857 $12.5M
Bank Pictet & Cie (Europe) AG 0.25% Add +1.8% 24,833 $12.5M
Colonial Trust Advisors 0.94% Reduce -0.4% 24,770 $12.5M
SeaBridge Investment Advisors LLC 2.05% Add +12.5% 24,744 $12.4M
Coastline Trust Co 1.17% Add +12.8% 24,699 $12.4M
Sargent Investment Group, LLC 1.56% Add +7.0% 24,698 $12.4M
Kingswood Wealth Advisors, LLC 0.60% Add +27.2% 24,693 $12.4M
Brandywine Global Investment Management, LLC 0.08% Reduce -0.8% 24,620 $12.4M
Bennett Selby Investments LP 3.99% Add +0.2% 24,619 $12.4M
Dorsey & Whitney Trust CO LLC 0.65% Add +2.5% 24,586 $12.4M
Walter & Keenan Wealth Management LLC /in/ 3.30% Add +3.3% 24,520 $12.3M
Wealth Architects, LLC 1.11% Reduce -3.2% 24,500 $12.3M
Alley Investment Management Company, LLC 1.44% Reduce -0.6% 24,396 $12.3M
Rockbridge Asset Management LLC 7.43% No change 24,379 $12.3M
Cornerstone Wealth Group, LLC 0.84% Add +6.6% 24,374 $12.3M
Carnegie Lake Advisors LLC 4.66% Reduce -4.1% 24,345 $12.2M
Patriot Financial Group Insurance Agency, LLC 1.46% Add +2.3% 24,343 $12.2M
Morey & Quinn Wealth Partners, LLC 8.77% Add +0.1% 24,310 $12.2M
Fragasso Financial Advisors Inc 0.74% Reduce -1.9% 24,262 $12.2M
Banque Cantonale Vaudoise 0.44% Reduce -0.7% 24,246 $12.2M
IFG Advisory, LLC 0.53% Reduce -1.4% 24,240 $12.2M
Jupiter Asset Management Ltd. 0.10% Add +7.3% 24,231 $12.2M
Spirepoint Private Client, LLC 1.16% Add +9.6% 24,214 $12.2M
Valor Advisors LLC 10.12% — 24,164 $12.1M
New Age Alpha Advisors, LLC 0.52% Reduce -26.8% 23,993 $12.1M
Princeton Global Asset Management LLC 1.95% Reduce -1.5% 23,941 $12.0M
Syon Capital LLC 0.60% Add +5.8% 23,848 $12.0M
Westerkirk Capital Inc. 1.17% New 23,834 $12.0M
PFG Investments, LLC 0.56% Add +18.6% 23,831 $12.0M
Searcy Financial Services Inc. 4.43% Add +0.5% 23,779 $12.0M
Harbor Advisory Corp. 3.62% Reduce -4.3% 23,777 $12.0M
Integrated Advisors Network LLC 0.53% Reduce -10.8% 23,730 $11.9M
Seros Financial, LLC 6.99% Add +11.4% 23,725 $11.9M
Legacy Advisors, LLC 1.28% Add +6.7% 23,715 $11.9M
Los Angeles Capital Management LLC 0.04% Reduce -42.5% 24,890 $11.9M
Strategy Asset Managers LLC 1.96% Add +11.5% 23,688 $11.9M
Bradley & Co. Private Wealth Management, LLC 6.38% Reduce -3.6% 23,666 $11.9M
Nicholson Meyer Capital Management, Inc. 9.00% Add +1.9% 23,662 $11.9M
Resonant Capital Advisors, LLC 0.65% Add +1.9% 23,607 $11.9M
Burford Brothers, Inc. 4.89% Add +1.4% 23,563 $11.8M
Citizens National Bank Trust Department 2.04% Add +1.2% 23,559 $11.8M
Mitchell McLeod Pugh & Williams Inc. 1.68% Add +3.5% 23,183 $11.8M
Asset Advisory Group, Inc. 5.88% — 23,412 $11.8M
VELA Investment Management, LLC 3.21% Reduce -0.7% 23,410 $11.8M
Lyell Wealth Management, LP 0.85% Add +14.9% 23,378 $11.8M
Excalibur Management Corp. 4.24% Add +6.9% 23,373 $11.7M
Tradition Wealth Management, LLC 0.84% Reduce -2.0% 23,352 $11.7M
Auxier Asset Management LLC 1.65% Reduce -0.9% 23,276 $11.7M
EverSource Wealth Advisors, LLC 0.43% Reduce -1.0% 23,272 $11.7M
Gerber Kawasaki Wealth & Investment Management 0.41% Add +15.7% 23,266 $11.7M
Lakewood Asset Management LLC 6.86% Reduce -1.4% 23,245 $11.7M
McHugh Group, LLC 6.72% Reduce -0.5% 23,225 $11.7M
Garner Asset Management Corp 4.47% Add +1.2% 23,188 $11.7M
SeaCrest Wealth Management, LLC 1.18% Reduce -5.7% 23,457 $11.6M
Armstrong Advisory Group, Inc. 0.79% Add +0.4% 23,120 $11.6M
Spire Wealth Management 0.39% Reduce -15.8% 23,098 $11.6M
RFG Advisory, LLC 0.22% Add +1.6% 23,072 $11.6M
BCS Private Wealth Management, Inc. 3.96% Reduce -3.5% 23,023 $11.6M
Frisch Financial Group, Inc. 2.59% Reduce -0.7% 23,016 $11.6M
Trustmark Bank Trust Department 0.73% Reduce -1.3% 23,005 $11.6M
Buttonwood Financial Advisors Inc. 3.85% Reduce -0.6% 22,990 $11.6M
Lorne Steinberg Wealth Management Inc. 2.66% Reduce -0.2% 22,977 $11.5M
Riverstone Advisors, LLC 5.44% Add +1.1% 22,956 $11.5M
Marietta Investment Partners LLC 2.28% Reduce -0.2% 22,818 $11.5M
Montag A & Associates Inc. 0.52% Add +3.7% 22,790 $11.5M
First Interstate Bank 0.61% Reduce -2.7% 22,767 $11.4M
SVB Wealth LLC 0.67% Reduce -15.3% 22,728 $11.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.27% Add +7.4% 22,615 $11.4M
Foster Group, Inc. 0.34% Add +0.9% 22,554 $11.3M
CORDA Investment Management, LLC. 0.82% Reduce -0.0% 22,510 $11.3M
Hartline Investment Corp./ 1.22% Reduce -2.0% 22,501 $11.3M
German American Bancorp, Inc. 0.96% Add +6.1% 22,430 $11.3M
Roehl & Yi Investment Advisors, LLC 4.50% Reduce -0.1% 91,170 $11.3M
Angeles Wealth Management, LLC 0.62% Add +1.5% 22,407 $11.3M
Arlington Financial Advisors, LLC 1.61% Add +3.2% 22,396 $11.3M
TAGStone Capital, Inc. 4.18% Reduce -0.8% 22,346 $11.2M
IFC Advisors LLC 1.64% Add +10.8% 22,293 $11.2M
Chronos Wealth Management, LLC 5.17% Reduce -0.6% 22,215 $11.2M
SpringVest Wealth Management LLC 7.77% Reduce -4.3% 22,179 $11.1M
Tema ETFs LLC 0.86% Reduce -0.3% 22,163 $11.1M
Alerus Financial NA 0.54% Add +3.9% 22,101 $11.1M
Procyon Advisors, LLC 0.55% Add +11.9% 22,064 $11.1M
Whalerock Point Partners, LLC 2.18% Add +2.2% 22,037 $11.1M
Simmons Bank 0.74% Reduce -0.2% 22,004 $11.1M
Brooktree Capital Management 7.33% Reduce -1.1% 21,916 $11.0M
Forvis Mazars Wealth Advisors, LLC 0.21% Add +0.7% 21,906 $11.0M
Simon Quick Advisors, LLC 0.48% Reduce -15.1% 21,874 $11.0M
Earned Wealth Advisors, LLC 0.78% Add +15.7% 21,827 $11.0M
Moseley Investment Management Inc. 3.39% Add +0.1% 21,821 $11.0M
New Republic Capital, LLC 2.92% Add +350.5% 21,754 $10.9M
Mill Creek Capital Advisors, LLC 0.22% Add +0.1% 21,630 $10.9M
Tompkins Financial Corp. 0.85% Reduce -1.3% 21,622 $10.9M
Arlington Trust Co LLC 1.10% Reduce -15.0% 21,445 $10.8M
Nitorum Capital, L.P. 2.38% Reduce -5.7% 21,423 $10.8M
Certified Advisory Corp 0.98% Reduce -1.3% 21,403 $10.8M
DF Dent & Co. Inc. 0.15% Reduce -11.8% 21,363 $10.7M
Blackhill Capital Inc. 0.55% No change 21,237 $10.7M
Profund Advisors LLC 0.32% Reduce -15.8% 21,200 $10.7M
Epacria Capital Partners, LLC 8.46% No change 21,160 $10.6M
Delta Investment Management, LLC 1.84% Reduce -1.0% 21,142 $10.6M
AMG National Trust Bank 0.25% Reduce -4.8% 21,092 $10.6M
SWAN Capital LLC 4.10% Reduce -4.3% 20,988 $10.5M
Marietta Wealth Management, LLC 1.22% Reduce -2.6% 20,981 $10.5M
Woodstock Corp. 0.90% Add +2.3% 20,937 $10.5M
SteelPeak Wealth, LLC 0.35% New 20,884 $10.5M
Muirfield Wealth Advisors LLC 7.67% Add +39.8% 20,783 $10.4M
Verdence Capital Advisors LLC 0.62% Reduce -0.7% 20,736 $10.4M
Caldwell Trust Co 0.93% Reduce -2.6% 20,717 $10.4M
Martin Investment Management, LLC 2.89% Reduce -6.7% 20,580 $10.3M
Sunbelt Securities, Inc. 0.69% Add +2.6% 20,564 $10.3M
Means Investment Co., Inc. 0.87% Reduce -1.7% 20,561 $10.3M
Corsair Capital Management, L.P. 1.71% Add +0.0% 20,547 $10.3M
Intrust Bank NA 0.85% Add +1.8% 20,490 $10.3M
Steel Grove Capital Advisors, LLC 1.07% Reduce -5.8% 20,477 $10.3M
Old West Investment Management, LLC 1.83% Add +9.1% 20,447 $10.3M
Ar Asset Management Inc. 2.12% Reduce -0.5% 20,418 $10.3M
TCI Wealth Advisors, Inc. 0.56% Reduce -4.9% 20,378 $10.2M
Trust Asset Management LLC 0.70% Reduce -3.6% 20,344 $10.2M
Aprio Wealth Management, LLC 0.59% Add +225.7% 20,314 $10.2M
Harbour Investments, Inc. 0.21% Reduce -1.9% 20,309 $10.2M
Evanson Asset Management, LLC 0.55% Reduce -11.2% 20,284 $10.2M
Granite FO LLC 5.44% No change 20,280 $10.2M
Copos Capital B.V. 7.12% — 20,278 $10.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.61% Reduce -12.3% 20,274 $10.2M
Mayflower Financial Advisors, LLC 1.23% Add +1.0% 20,249 $10.2M
Jamison Private Wealth Management, Inc. 1.27% Add +1.8% 20,216 $10.2M
Pflug Koory, LLC 4.73% Add +0.3% 20,168 $10.1M
Beverly Hills Private Wealth, LLC 1.76% Reduce -15.4% 20,159 $10.1M
Fulton Bank, N.A. 0.35% Reduce -4.3% 20,156 $10.1M
Avidian Wealth Enterprises, LLC 0.37% Add +6.6% 20,131 $10.1M
Sweeney & Michel, LLC 2.97% Add +0.4% 20,154 $10.1M
Centaurus Financial, Inc. 0.46% Reduce -4.3% 20,006 $10.1M
Valicenti Advisory Services Inc. 2.10% Add +0.5% 20,001 $10.1M
BridgePort Financial Solutions, LLC 2.70% Reduce -1.3% 19,970 $10.0M
Fairfield Financial Advisors, LTD 3.26% Reduce -0.5% 19,916 $10.0M
Clarity Wealth Advisors, LLC 2.04% Add +2.9% 19,892 $10.0M
Cantor Fitzgerald, L. P. 0.30% New 19,734 $9.9M
Janney Capital Management LLC 0.62% Reduce -12.9% 19,733 $9.9M
NWM Advisors, LLC 8.55% — 19,561 $9.8M
Fagan Associates, Inc. 1.31% Reduce -0.2% 19,504 $9.8M
Glen Eagle Advisors, LLC 1.33% Reduce -5.5% 19,435 $9.8M
Nilsine Partners, LLC 0.84% Add +4.6% 19,331 $9.7M
Avestar Capital, LLC 0.67% Add +0.2% 19,327 $9.7M
Lineweaver Wealth Advisors, LLC 1.32% Add +8.6% 19,323 $9.7M
Conway Capital Management, Inc. 4.11% Reduce -1.2% 19,294 $9.7M
Plato Investment Management Ltd 0.63% Reduce -1.3% 19,147 $9.7M
Graybill Wealth Management, LTD. 2.85% Add +0.4% 19,210 $9.7M
Perennial Investment Advisors, LLC 0.76% Reduce -5.0% 19,168 $9.6M
Marble Harbor Investment Counsel, LLC 1.03% Reduce -0.1% 19,159 $9.6M
Calamos Wealth Management LLC 0.34% Add +22.4% 19,136 $9.6M
Mechanics Bank Trust Department 1.26% Reduce -0.5% 19,124 $9.6M
Tevis Investment Management 5.77% No change 19,059 $9.6M
Sand Hill Global Advisors, LLC 0.33% Add +53.6% 19,050 $9.6M
Arax Advisory Partners 0.28% Reduce -75.7% 19,037 $9.6M
Osprey Private Wealth LLC 2.75% Add +17.5% 19,030 $9.6M
Wealth Enhancement Trust Services, Inc. 1.21% — 18,978 $9.5M
Pavion Blue Capital, LLC 3.96% Reduce -0.1% 18,965 $9.5M
Leavell Investment Management, Inc. 0.40% Reduce -13.5% 18,960 $9.5M
Meritage Portfolio Management 0.63% Add +3.9% 18,945 $9.5M
Tradewinds, LLC. 2.27% Add +0.3% 18,924 $9.5M
Sound View Wealth Advisors Group, LLC 0.64% Reduce -0.6% 18,877 $9.5M
Jaffetilchin Investment Partners, LLC 0.55% Add +4.0% 18,813 $9.5M
Channel Wealth LLC 2.39% Add +5.6% 18,798 $9.4M
Canton Hathaway, LLC 1.82% Reduce -11.8% 18,778 $9.4M
Sage Mountain Advisors LLC 0.50% Reduce -2.9% 18,774 $9.4M
Evolve Private Wealth, LLC 0.56% — 18,752 $9.4M
Silver Lake Advisory, LLC 3.65% Add +0.1% 18,718 $9.4M
Royal Capital Wealth Management, LLC 5.55% No change 18,715 $9.4M
Harvey Capital Management Inc. 2.00% Reduce -0.3% 18,696 $9.4M
Heritage Investors Management Corp. 0.27% Reduce -0.2% 18,694 $9.4M
Moneco Advisors, LLC 0.75% Reduce -0.6% 18,674 $9.4M
Bedel Financial Consulting, Inc. 1.01% Reduce -1.1% 18,671 $9.4M
Coastal Bridge Advisors, LLC 0.70% Add +11.0% 18,585 $9.3M
Tortoise Investment Management, LLC 0.82% Reduce -0.1% 18,508 $9.3M
Capital Asset Advisory Services LLC 0.37% Add +0.1% 18,639 $9.3M
Jackson Square Capital, LLC 1.84% Reduce -3.9% 18,503 $9.3M
BBR Partners, LLC 0.50% Add +5.3% 18,408 $9.3M
Marshall Investment Management, LLC 4.65% Add +6.0% 18,403 $9.3M
Biltmore Family Office, LLC 1.28% Add +11.5% 18,385 $9.2M
NovaPoint Capital, LLC 2.38% Reduce -21.3% 18,367 $9.2M
Aviance Capital Partners, LLC 1.06% Reduce -1.3% 18,364 $9.2M
McDonough Capital Management, Inc 4.52% Add +0.2% 18,359 $9.2M
Signature Estate & Investment Advisors LLC 0.19% Add +9.3% 18,335 $9.2M
Wilkins Investment Counsel Inc. 1.34% Reduce -33.2% 18,334 $9.2M
Cardiff Park Advisors, LLC 0.76% Add +21.1% 18,319 $9.2M
Crawford Investment Counsel Inc. 0.15% Reduce -0.1% 18,308 $9.2M
CI Investments Inc. 0.04% Reduce -45.9% 18,304 $9.2M
Kelleher Financial Advisors 2.13% Reduce -15.9% 18,301 $9.2M
Burling Wealth Partners, LLC 1.42% Add +12.0% 18,230 $9.2M
Venator Management LLC 2.07% Reduce -0.8% 18,220 $9.2M
WBH Advisory Inc. 0.68% Reduce -1.3% 18,212 $9.2M
McDonald Partners LLC 2.88% Reduce -3.3% 18,196 $9.1M
Baldwin Investment Management, LLC 1.03% Reduce -4.2% 18,174 $9.1M
Concentrum Wealth Management 2.55% Add +11.6% 18,166 $9.1M
MOKAN Wealth Management Inc. 4.05% Add +15.9% 18,160 $9.1M
Chemung Canal Trust Co. 1.81% Reduce -4.3% 18,146 $9.1M
Connecticut Wealth Management, LLC 0.40% Reduce -7.6% 18,134 $9.1M
Boston Research & Management Inc. 2.10% Reduce -4.7% 18,105 $9.1M
Cooper Financial Group 0.97% Add +1.6% 18,103 $9.1M
Old National Bancorp 0.15% Reduce -2.6% 18,070 $9.1M
Councilmark Asset Management, LLC 5.08% Reduce -1.0% 18,069 $9.1M
North Star Investment Management Corp. 0.57% Add +9.4% 18,019 $9.1M
Fideuram Asset Management (Ireland) dac 0.72% — 18,075 $9.1M
Plancorp, LLC 0.27% Add +1.7% 17,953 $9.0M
Bridgewater Advisors Inc. 0.58% Reduce -0.0% 18,616 $9.0M
Stephens Consulting, LLC 2.91% Reduce -1.0% 17,888 $9.0M
AXA S.A. 4.25% Add +16.4% 17,870 $9.0M
Udine Wealth Management, Inc. 4.23% Add +3.0% 17,789 $8.9M
Dana Investment Advisors, Inc. 0.26% Reduce -1.9% 17,787 $8.9M
Americana Partners, LLC 0.25% Add +42.3% 17,776 $8.9M
Baldwin Wealth Partners LLC 0.57% Reduce -0.0% 17,768 $8.9M
Reaves W H & Co. Inc. 0.16% No change 17,751 $8.9M
Journey Strategic Wealth LLC 0.23% Reduce -1.4% 17,690 $8.9M
Nadler Financial Group, Inc. 0.83% Add +0.3% 17,685 $8.9M
Granite Bay Wealth Management, LLC 2.15% Add +5.1% 17,669 $8.9M
Capital International Sarl 0.14% Add +8.4% 17,626 $8.9M
Hanson & Doremus Investment Management 1.06% Reduce -0.9% 17,593 $8.8M
Little House Capital LLC 2.22% Reduce -13.6% 17,582 $8.8M
SOA Wealth Advisors, LLC. 1.46% Reduce -0.4% 17,559 $8.8M
Phraction Management LLC 2.50% Reduce -0.9% 17,548 $8.8M
Clarkston Capital Partners, LLC 0.20% Add +552.2% 17,531 $8.8M
First Wilshire Securities Management Inc. 2.22% Reduce -0.5% 17,520 $8.8M
Cambridge Advisors Inc. 1.67% Reduce -3.8% 17,504 $8.8M
High Note Wealth, LLC 1.72% Add +0.1% 17,500 $8.8M
Icon Wealth Advisors, LLC 0.59% Reduce -4.5% 17,504 $8.8M
Arvest Bank Trust Division 0.48% Add +19.3% 17,480 $8.8M
Destiny Wealth Partners, LLC 1.01% Reduce -1.0% 18,170 $8.8M
Potentia Wealth 3.22% Add +9.6% 17,467 $8.8M
Interval Partners, LP 0.20% Reduce -46.3% 17,431 $8.8M
Grandview Asset Management LLC 2.40% Reduce -5.0% 17,426 $8.8M
Penobscot Investment Management Company, Inc. 0.66% Add +1.6% 17,367 $8.7M
Benson Investment Management Company, Inc. 3.06% Add +2.2% 17,367 $8.7M
Laurel Wealth Advisors LLC 1.15% Add +0.3% 17,343 $8.7M
Blue Zone Wealth Advisors, LLC 1.66% Add +2.3% 17,313 $8.7M
Peterson Wealth Services 2.23% Add +69148.0% 17,312 $8.7M
Gibraltar Capital Management, Inc. 1.48% Reduce -3.1% 17,307 $8.7M
Circle Wealth Management, LLC 0.13% Add +0.7% 17,252 $8.7M
DCM Advisors, LLC 3.59% No change 17,310 $8.7M
Parkside Financial Bank & Trust 0.65% Add +0.8% 17,226 $8.7M
Berkshire Asset Management LLC 0.38% Reduce -31.8% 17,203 $8.6M
City Holding Co. 1.06% Add +1.0% 17,200 $8.6M
Tred Avon Family Wealth, LLC 2.82% Add +3.4% 17,191 $8.6M
Generali Investments CEE, investicni spolecnost, a.s. 0.61% Add +0.9% 17,137 $8.6M
Navera Investment Management Ltd. 0.18% Reduce -7.3% 17,110 $8.6M
Silver Oak Securities, Incorporated 0.58% Add +8.4% 17,078 $8.6M
Cigna Investments Inc. 1.25% Reduce -0.9% 17,110 $8.6M
Westmount Partners, LLC 2.14% Add +0.8% 17,049 $8.6M
Wedge Capital Management L L P 0.15% Reduce -22.0% 17,028 $8.6M
Murphy Pohlad Asset Management LLC 3.28% No change 16,992 $8.5M
Leelyn Smith, LLC 1.23% Add +0.9% 16,941 $8.5M
Koss-Olinger Consulting, LLC 0.66% Reduce -17.6% 16,921 $8.5M
Knuff & Co LLC 2.51% Add +0.8% 16,913 $8.5M
Evergreen Private Wealth LLC 3.35% Add +6.0% 16,905 $8.5M
Rockland Trust Co. 0.33% Reduce -12.4% 16,901 $8.5M
Twin Capital Management Inc. 1.05% Reduce -11.5% 16,878 $8.5M
BIP Wealth, LLC 0.30% Add +73.5% 16,873 $8.5M
CX Institutional 0.25% Reduce -18.9% 16,846 $8.5M
Pegasus Asset Management, Inc. 2.60% Add +1.1% 16,835 $8.5M
First Heartland Consultants, Inc. 0.64% Reduce -0.6% 16,828 $8.5M
Salvus Wealth Management, LLC 4.72% Add +1.1% 16,809 $8.4M
Cascade Financial Partners, LLC 0.85% Reduce -0.1% 16,780 $8.4M
Traynor Capital Management, Inc. 0.46% Reduce -0.8% 16,687 $8.4M
Legacy CG, LLC 2.35% Reduce -1.1% 16,683 $8.4M
Strong Tower Advisory Services 1.49% Add +7.5% 16,593 $8.3M
Capital Investment Advisory Services, LLC 0.59% Add +11.2% 16,589 $8.3M
LS Investment Advisors, LLC 1.16% Reduce -0.2% 16,527 $8.3M
3Chopt Investment Partners, LLC 1.86% Reduce -2.1% 16,515 $8.3M
B & T Capital Management DBA Alpha Capital Management 1.17% Add +0.4% 16,470 $8.3M
Fort Sheridan Advisors LLC 1.05% Reduce -1.4% 16,453 $8.3M
Manhattan West Asset Management, LLC 1.69% Reduce -1.6% 16,432 $8.3M
ORG Partners LLC 1.48% Add +5.6% 16,422 $8.3M
Vienna Asset Management LLC 4.68% Reduce -29.0% 16,420 $8.3M
Iowa State Bank 1.55% Reduce -0.6% 16,416 $8.3M
Regatta Capital Group, LLC 1.24% Reduce -16.0% 16,397 $8.2M
Stiles Financial Services Inc 2.54% Add +1.1% 16,382 $8.2M
Congress Park Capital LLC 2.45% Add +0.8% 16,332 $8.2M
Ellis Investment Partners, LLC 1.43% Add +0.0% 16,329 $8.2M
Foyston, Gordon & Payne Inc 1.79% No change 16,323 $8.2M
TD Private Client Wealth LLC 0.17% Add +5.2% 16,320 $8.2M
Vermillion Wealth Management, Inc. 3.36% Add +43.1% 16,305 $8.2M
Main Street Financial Solutions, LLC 0.61% Reduce -13.9% 16,298 $8.2M
Quattro Financial Advisors LLC 2.44% No change 16,285 $8.2M
Weaver Capital Management LLC 1.73% Reduce -1.8% 16,249 $8.2M
Birinyi Associates Inc. 2.04% Reduce -1.9% 16,237 $8.2M
Cross Staff Investments Inc 4.49% No change 16,234 $8.2M
Capital Advisors Wealth Management, LLC 1.11% Reduce -5.5% 16,230 $8.2M
Costello Asset Management, INC 2.70% Add +3.6% 16,219 $8.2M
Goelzer Investment Management, Inc. 0.38% Add +10.8% 16,192 $8.1M
Diversify Wealth Management, LLC 0.38% Add +3.7% 16,380 $8.1M
Dupree Financial Group, LLC 2.94% Add +94.0% 16,035 $8.1M
Security National Bank of So Dak 3.96% Reduce -0.5% 16,006 $8.0M
Birnam Oak Advisors, LP 1.84% No change 16,000 $8.0M
Arete Wealth Advisors, LLC 0.56% Reduce -22.5% 15,988 $8.0M
Murphy, Middleton, Hinkle & Parker, Inc. 3.87% Add +1665.5% 83,297 $8.0M
Evolution Wealth Advisors, LLC 0.81% Reduce -0.8% 15,901 $8.0M
Trust Point Inc. 0.63% Reduce -0.7% 15,891 $8.0M
Ignite Planners, LLC 1.22% Reduce -7.2% 16,622 $8.0M
Indivisible Partners 0.86% — 15,832 $8.0M
Coppell Advisory Solutions LLC 0.78% Add +0.9% 15,798 $8.0M
Stenger Family Office, LLC 1.64% Reduce -7.6% 15,816 $7.9M
Trivium Point Advisory, LLC 0.80% Add +9.7% 15,816 $7.9M
Old Port Advisors 1.96% Add +0.1% 15,802 $7.9M
LSV Asset Management 0.02% Reduce -6.6% 15,800 $7.9M
Fortis Capital Management LLC 1.05% Add +5.7% 15,789 $7.9M
Beddow Capital Management Inc. 3.09% Reduce -7.5% 15,736 $7.9M
Heritage Trust Co 0.80% Reduce -0.9% 15,730 $7.9M
Lake Street Private Wealth, LLC 0.97% Add +4.8% 15,653 $7.9M
Cornerstone Management, Inc. 1.28% Reduce -3.0% 15,627 $7.9M
First PREMIER Bank 1.80% Reduce -0.1% 15,609 $7.8M
CJM Wealth Advisers, Ltd. 2.34% Reduce -2.7% 15,590 $7.8M
Platform Technology Partners 1.66% Add +2.0% 15,553 $7.8M
Aldebaran Financial Inc. 7.23% Add +0.1% 15,513 $7.8M
Pinnacle Bancorp, Inc. 2.29% Add +0.3% 15,523 $7.8M
Redmond Asset Management, LLC 1.99% Reduce -0.2% 15,512 $7.8M
Synergy Asset Management, LLC 0.81% Reduce -86.9% 15,488 $7.8M
Ridgepath Capital Management LLC 3.57% No change 15,467 $7.8M
Meiji Yasuda Asset Management Co Ltd. 0.37% Add +2.0% 15,455 $7.8M
Bluedoor Private Wealth, LLC 3.58% — 15,431 $7.8M
Sivia Capital Partners, LLC 1.57% Add +11.5% 15,398 $7.7M
Norden Group LLC 0.76% Add +2.7% 15,371 $7.7M
Strategic Advisors LLC 1.21% Reduce -0.7% 15,361 $7.7M
Everhart Financial Group, Inc. 0.71% Add +3.4% 15,318 $7.7M
Kennon-Green & Company, LLC 6.11% Reduce -5.7% 15,315 $7.7M
Center for Financial Planning, Inc. 0.80% Add +6.5% 15,302 $7.7M
Frank, Rimerman Advisors LLC 0.49% Reduce -15.9% 15,279 $7.7M
Blueprint Investment Partners LLC 0.82% Reduce -0.7% 15,237 $7.7M
Eaton Financial Holdings Company, LLC 2.05% Add +0.7% 15,172 $7.6M
Independent Investors Inc. 1.41% No change 15,137 $7.6M
Sky Investment Group LLC 1.29% Add +0.3% 15,113 $7.6M
Checchi Capital Advisers, LLC 0.52% Reduce -7.8% 15,068 $7.6M
Balboa Wealth Partners 1.26% Reduce -4.2% 15,067 $7.6M
Focused Alpha, LLC 2.22% — 15,057 $7.6M
Game Plan Financial Advisors, LLC 3.30% Add +12.3% 15,054 $7.6M
Rahlfs Capital, LLC 5.87% Reduce -0.9% 15,042 $7.6M
Richmond Investment Services, LLC 1.30% Add +10.0% 15,004 $7.5M
Trust Co 0.71% Add +36.6% 14,988 $7.5M
Benedict Financial Advisors Inc. 1.58% Reduce -1.3% 14,947 $7.5M
Smith Asset Management Co., LLC 6.20% Add +6.9% 14,945 $7.5M
Watchman Group, Inc. 1.79% Reduce -0.6% 14,932 $7.5M
Everest Financial Group LLC 1.68% — 14,909 $7.5M
Seamount Financial Group Inc. 3.39% Reduce -1.4% 14,869 $7.5M
First Merchants Corp. 0.28% Reduce -1.0% 14,869 $7.5M
Griffin Asset Management, Inc. 0.81% Add +36.5% 14,859 $7.5M
Trinity Legacy Partners, LLC 1.71% Add +1.6% 14,819 $7.4M
Carson Advisory Inc. 3.87% Add +1.1% 14,801 $7.4M
Algert Global LLC 0.12% Add +30.1% 14,772 $7.4M
Mason & Associates Inc 1.40% Reduce -0.8% 14,764 $7.4M
Colonial Trust Co / SC 0.99% Add +1.0% 14,759 $7.4M
Samjo Management, LLC 2.87% Add +2.8% 14,755 $7.4M
Fischer Investment Strategies, LLC 4.32% Reduce -42.1% 14,753 $7.4M
Cornerstone Wealth Management, LLC 0.39% Add +6.0% 14,732 $7.4M
Core Alternative Capital 2.04% Add +2.0% 14,704 $7.4M
Brasada Capital Management, LP 1.27% Reduce -2.4% 14,873 $7.4M
Howard Financial Services, LTD. 0.86% Add +2.6% 14,677 $7.4M
Douglas Lane & Associates, LLC 0.10% Reduce -2.3% 14,674 $7.4M
Ashton Thomas Securities, LLC 1.40% Add +3.2% 14,637 $7.4M
Duncan Williams Asset Management, LLC 1.83% Reduce -0.3% 14,611 $7.4M
Donaldson Capital Management, LLC 0.23% Reduce -11.4% 14,614 $7.3M
MSH Capital Advisors LLC 1.57% Add +10.3% 14,612 $7.3M
Waddell & Associates, LLC 0.50% Reduce -4.7% 14,606 $7.3M
Private Wealth Group, LLC 3.52% Reduce -0.1% 14,578 $7.3M
Avantax Planning Partners, Inc. 0.20% Add +3.1% 14,572 $7.3M
Montis Financial, LLC 1.44% Reduce -10.9% 14,539 $7.3M
Correct Capital Wealth Management 1.37% Add +0.3% 14,501 $7.3M
Chapman Financial Group, LLC 4.96% Reduce -0.2% 14,495 $7.3M
J. Safra Sarasin Holding AG 0.12% Add +13.6% 14,483 $7.3M
Wernau Asset Management Inc. 7.22% Add +3.0% 14,468 $7.3M
International Assets Investment Management, LLC 0.50% Reduce -8.3% 14,462 $7.3M
Core Wealth Partners LLC 3.27% Add +4.5% 14,449 $7.3M
Patten Group, Inc. 1.34% Add +0.6% 14,447 $7.3M
Pitcairn Wealth Advisors LLC 0.65% — 14,434 $7.3M
Naviter Wealth, LLC 0.94% Reduce -15.4% 14,394 $7.2M
Moody National Bank Trust Division 0.69% Reduce -26.6% 14,365 $7.2M
FSB Premier Wealth Management, Inc. 2.29% Add +2.8% 14,354 $7.2M
Wendell David Associates Inc. 0.73% Reduce -0.1% 14,340 $7.2M
Southland Equity Partners LLC 1.42% Reduce -3.1% 14,333 $7.2M
Sonata Capital Group Inc. 2.60% Reduce -0.3% 14,324 $7.2M
First Horizon Corp. 0.32% Add +0.8% 14,305 $7.2M
Apriem Advisors 0.66% Reduce -2.2% 14,287 $7.2M
BigSur Wealth Management LLC 1.74% Add +9.9% 14,284 $7.2M
Bonfire Financial 5.35% Add +4.1% 14,244 $7.2M
Blue Fin Capital, Inc. 1.10% Reduce -8.2% 14,149 $7.1M
Ascentis Independent Advisors 1.15% Add +2.3% 14,136 $7.1M
Wingate Wealth Advisors, Inc. 3.96% Add +2.0% 14,133 $7.1M
StoneX Group Inc. 0.31% Add +0.8% 14,133 $7.1M
Inkwell Capital LLC 7.22% Reduce -1.1% 14,109 $7.1M
Acropolis Investment Management, LLC 0.32% Reduce -3.4% 14,090 $7.1M
Tritonpoint Wealth, LLC 0.72% Reduce -18.5% 14,080 $7.1M
Oldfather Financial Services, LLC 2.11% Add +3.6% 14,079 $7.1M
Nvest Financial, LLC 2.94% Add +48.2% 14,079 $7.1M
Bravias Capital Group, LLC 4.27% Add +8.6% 14,050 $7.1M
Magnus Financial Group LLC 0.54% Add +6.1% 14,039 $7.1M
Delta Financial Advisors LLC 1.83% Add +0.3% 14,037 $7.1M
Overbrook Management Corp 1.22% Reduce -7.4% 14,016 $7.0M
Calton & Associates, Inc. 1.03% Reduce -11.3% 14,013 $7.0M
Canvas Wealth Advisors, LLC 1.20% Add +4.9% 14,013 $7.0M
Apollon Financial, LLC 1.02% Add +0.2% 13,994 $7.0M
Confluence Wealth Services, Inc. 0.29% Reduce -5.0% 13,985 $7.0M
Heron Bay Capital Management 1.34% Reduce -9.0% 13,975 $7.0M
Northwest & Ethical Investments L.P. 0.16% Reduce -34.2% 13,906 $7.0M
Klingman & Associates, LLC 0.34% Add +2.2% 13,901 $7.0M
LVW Advisors, LLC 0.71% Reduce -0.8% 13,899 $7.0M
Aviso Financial Inc. 0.27% Reduce -5.4% 13,896 $7.0M
Qtron Investments LLC 0.91% Reduce -6.2% 13,872 $7.0M
Elevatus Welath Management 1.91% Add +63.5% 13,868 $7.0M
Integrity Wealth Advisors, Inc. 4.88% Reduce -57.0% 13,852 $7.0M
Marble Wealth, LLC 0.97% — 13,846 $7.0M
Palumbo Wealth Management LLC 1.72% Add +58.1% 13,842 $7.0M
HORAN Wealth, LLC 1.07% Add +5.2% 13,824 $6.9M
Ausdal Financial Partners, Inc. 0.32% Reduce -5.8% 13,820 $6.9M
Bragg Financial Advisors, Inc 0.23% Reduce -0.3% 13,758 $6.9M
Thomas Story & Son LLC 2.57% Reduce -4.3% 13,743 $6.9M
Global Trust Asset Management, LLC 2.73% Reduce -20.0% 13,739 $6.9M
Guardsman Private Capital Management, Inc. 5.50% — 13,738 $6.9M
Azimuth Capital Investment Management LLC 0.25% Reduce -1.2% 13,694 $6.9M
Anb Bank 2.73% Reduce -0.0% 13,686 $6.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.92% Reduce -5.0% 13,602 $6.8M
Signet Investment Advisory Group, Inc. 3.17% Add +1.8% 13,591 $6.8M
Ducere Wealth Management LLC 2.64% — 13,589 $6.8M
Schmidt P J Investment Management Inc. 1.11% Add +1.6% 13,588 $6.8M
Raiffeisen Bank International AG 0.09% Add +53.3% 13,551 $6.8M
First National Advisers, LLC 0.94% Add +16.1% 13,570 $6.8M
Elevation Point Wealth Partners, LLC 0.33% Reduce -33.8% 13,526 $6.8M
MBL Wealth, LLC 0.54% Add +0.9% 13,506 $6.8M
Evergreen Wealth Management, LLC 3.41% Add +2.8% 13,489 $6.8M
4J Wealth Management LLC 3.88% Reduce -0.6% 13,474 $6.8M
National Philanthropic Trust 0.07% Add +8.0% 13,466 $6.8M
CVA Family Office, LLC 0.78% Reduce -0.9% 13,460 $6.8M
KKM Financial LLC 1.20% Add +12.7% 13,449 $6.8M
Meridian Wealth Advisors, LLC 0.94% Reduce -7.5% 13,439 $6.8M
1ST Source Bank 0.35% Reduce -1.6% 13,436 $6.8M
Baker Tilly Wealth Management, LLC 1.66% Add +3.0% 13,424 $6.7M
Keel Point, LLC 0.41% Add +1.6% 13,388 $6.7M
Root Financial Partners, LLC 0.35% Reduce -1.3% 13,371 $6.7M
Viewpoint Investment Partners Corp. 3.20% Add +1.8% 13,366 $6.7M
LMG Wealth Partners, LLC 1.25% Add +0.8% 13,364 $6.7M
City State Bank 1.83% Reduce -3.3% 13,324 $6.7M
Rossmore Private Capital 0.60% Add +25.8% 13,316 $6.7M
San Luis Wealth Advisors LLC 1.12% Add +11.4% 13,288 $6.7M
MinichMacGregor Wealth Management, LLC 1.21% Add +18.6% 13,279 $6.7M
Intrepid Capital Management Inc. 3.21% Add +0.2% 13,258 $6.7M
TFC Financial Management, Inc. 0.83% Add +0.3% 13,224 $6.6M
RMR Wealth Builders 0.53% Add +3.0% 13,223 $6.6M
Advisory Alpha, LLC 0.18% Add +6.7% 13,221 $6.6M
Ogorek Anthony Joseph /NY/ 1.83% Reduce -2.4% 13,221 $6.6M
Inspire Trust Co, N.A. 1.09% Add +6.5% 13,200 $6.6M
Rhodes Investment Advisors Inc. 5.37% — 13,196 $6.6M
New Hampshire Trust 1.29% Reduce -3.6% 13,194 $6.6M
Global Assets Advisory, LLC 1.90% Reduce -7.6% 13,190 $6.6M
Security National Bank of Sioux City Iowa 4.25% Add +5.3% 13,187 $6.6M
Pacific Sun Financial Corp 3.19% Reduce -0.8% 13,160 $6.6M
Krilogy Financial LLC 0.22% Add +4.7% 13,669 $6.6M
Sun Group Wealth Partners 5.29% — 13,120 $6.6M
Lynch & Associates 1.24% Add +0.2% 13,081 $6.6M
Ransom Advisory, Ltd 2.58% Add +7.9% 13,045 $6.6M
Trust Co of the South 1.05% Add +0.3% 13,035 $6.6M
Fielder Capital Group LLC 1.39% Reduce -1.4% 13,032 $6.6M
Sax Wealth Advisors, LLC 0.31% Add +5.3% 13,030 $6.5M
Fenimore Asset Management Inc 0.14% Reduce -8.6% 13,022 $6.5M
SageView Advisory Group, LLC 0.22% Reduce -2.0% 12,986 $6.5M
Quantum Capital Management, LLC / NJ 0.76% Reduce -3.1% 12,983 $6.5M
McIlrath & Eck, LLC 0.61% Add +4.5% 12,983 $6.5M
WealthShield Partners, LLC 0.72% Add +1.3% 12,975 $6.5M
CLG LLC 1.62% Reduce -8.7% 12,937 $6.5M
Bank of New Hampshire 1.46% Reduce -14.8% 12,931 $6.5M
Crew Capital Management, Ltd 4.10% Add +11.9% 12,924 $6.5M
Galilei Investment Office LLP 3.06% No change 12,920 $6.5M
Martin & Co. Inc. 1.11% Add +2.7% 12,910 $6.5M
Soltis Investment Advisors LLC 0.43% Reduce -11.6% 12,890 $6.5M
Stelac Advisory Services LLC 2.29% No change 12,890 $6.5M
Sprucegrove Investment Management Ltd. 0.78% Reduce -67.5% 12,867 $6.5M
Whitener Capital Management, Inc. 1.47% Add +0.6% 12,830 $6.4M
Buckhead Capital Management LLC 2.31% Reduce -0.1% 12,822 $6.4M
Private Trust Co. NA 0.56% Reduce -3.3% 12,821 $6.4M
Venturi Wealth Management, LLC 0.29% Add +10.6% 8,290 $6.4M
Cozad Asset Management Inc. 0.50% Reduce -0.9% 12,790 $6.4M
Pine Valley Investments Ltd Liability Co 0.32% Reduce -0.6% 12,783 $6.4M
Brady Family Wealth, LLC 1.98% Reduce -3.7% 12,742 $6.4M
CPC Advisors, LLC 0.65% Add +1.0% 12,738 $6.4M
First Command Advisory Services, Inc. 0.04% Add +7.5% 12,732 $6.4M
GAM Holding AG 0.41% Add +11.8% 12,731 $6.4M
D L Carlson Investment Group Inc. 1.07% Reduce -1.1% 12,670 $6.4M
Capital International Ltd. 0.22% Add +19.9% 12,631 $6.3M
Pointe Capital Management LLC 3.14% Reduce -8.5% 12,600 $6.3M
Dagco, Inc. 1.46% Reduce -1.7% 12,592 $6.3M
Garrett Wealth Advisory Group, LLC 1.20% Reduce -0.3% 12,580 $6.3M
Morningstar Investment Management LLC 0.37% Add +9.0% 12,578 $6.3M
LBMC Investment Advisors, LLC 0.39% Add +8.6% 12,571 $6.3M
Y.D. More Investments Ltd 0.30% Reduce -4.3% 12,501 $6.3M
RK Asset Management, LLC 5.92% Reduce -6.9% 12,477 $6.3M
Banque Pictet & Cie SA 0.06% Reduce -73.6% 12,467 $6.3M
IF Advisors, LLC 5.09% — 12,465 $6.3M
Versant Capital Management, Inc 0.79% Add +5.8% 12,459 $6.3M
Sacks & Associates, LLC 4.59% — 12,431 $6.2M
Tower Bridge Advisors 0.64% No change 12,426 $6.2M
SG Trading Solutions, LLC 1.45% — 12,424 $6.2M
Ellsworth Advisors, LLC 1.23% Add +2.2% 12,659 $6.2M
Capital Wealth Alliance, LLC 2.66% Reduce -3.2% 12,500 $6.2M
Forbes J M & Co. LLP 0.50% No change 12,373 $6.2M
Genesee Capital Advisors, LLC 2.50% Reduce -15.7% 12,366 $6.2M
Slow Capital, Inc. 0.74% Add +6.0% 12,346 $6.2M
SGL Investment Advisors, Inc. 2.51% Add +3.7% 12,283 $6.2M
Certuity, LLC 0.39% Add +4.7% 12,287 $6.2M
Uncommon Cents Investing LLC 1.49% Add +0.1% 12,248 $6.2M
Creegan & Nassoura Financial Group, LLC 4.00% Reduce -3.2% 12,245 $6.2M
Curtis Advisory Group, LLC 1.29% Reduce -0.2% 12,241 $6.2M
Womack Financial LLC 4.53% Add +1.9% 12,214 $6.1M
Compton Wealth Advisory Group, LLC 1.34% Reduce -0.2% 12,212 $6.1M
Madison Park Capital Advisors, LLC 4.98% Add +1.7% 12,209 $6.1M
HCR Wealth Advisors 0.61% Add +10.3% 12,191 $6.1M
Flagstone Financial Management 1.57% Reduce -0.9% 12,189 $6.1M
GM Advisory Group, LLC 0.24% Add +73.7% 12,187 $6.1M
West Branch Capital LLC 1.58% Add +0.3% 12,171 $6.1M
RPg Family Wealth Advisory, LLC 1.34% Reduce -5.9% 12,163 $6.1M
Clarius Group, LLC 0.35% Reduce -2.0% 12,122 $6.1M
Avaii Wealth Management, LLC 2.21% Reduce -6.6% 12,122 $6.1M
Main Street Research LLC 0.35% Reduce -8.6% 12,116 $6.1M
TRUE Private Wealth Advisors 0.61% Add +0.1% 12,110 $6.1M
Cambria Investment Management, L.P. 0.35% Add +89.8% 12,086 $6.1M
Dudley Capital Management, LLC 2.66% Add +8.3% 12,063 $6.1M
Erste Asset Management GmbH 0.05% Add +14.8% 12,136 $6.1M
Simplicity Wealth,LLC 0.36% Reduce -6.9% 12,035 $6.0M
Xcel Wealth Management, LLC 1.58% Add +0.8% 12,019 $6.0M
Birch Financial Group, LLC 3.44% Reduce -0.2% 12,017 $6.0M
Ceeto Capital Group, LLC 1.76% Add +13.4% 12,015 $6.0M
Ballast Advisors LLC 1.67% Add +2.2% 12,012 $6.0M
Clayton Partners LLC 4.36% Reduce -1.3% 12,011 $6.0M
FourThought Financial Partners, LLC 0.51% Add +15.1% 12,000 $6.0M
Marino, Stram & Associates LLC 1.09% Reduce -1.5% 11,999 $6.0M
Courier Capital LLC 0.34% Reduce -6.3% 11,967 $6.0M
Sepio Capital, LP 0.33% Add +18.5% 11,964 $6.0M
Drive Wealth Management, LLC 1.17% Add +23.8% 11,939 $6.0M
Union Heritage Capital, LLC 2.03% No change 11,916 $6.0M
CHICAGO TRUST Co NA 0.94% Reduce -3.3% 11,903 $6.0M
Akre Capital Management 0.07% Reduce -14.9% 11,902 $6.0M
Alberta Investment Management Corp 0.04% No change 11,900 $6.0M
Diligent Investors, LLC 1.47% Reduce -1.1% 11,861 $6.0M
Capricorn Fund Managers Ltd 1.44% Reduce -8.4% 11,854 $6.0M
Csenge Advisory Group 0.27% Reduce -20.6% 11,851 $6.0M
Cloverfields Capital Group, LP 1.84% Reduce -4.0% 11,829 $5.9M
Symphony Financial, Ltd. Co. 0.80% Add +4.4% 11,802 $5.9M
Westco Advisory Services Inc. 3.65% — 11,808 $5.9M
Ahara Advisors LLC 5.39% — 11,807 $5.9M
Quotient Wealth Partners, LLC 0.16% Add +0.1% 11,779 $5.9M
PCM Encore, LLC 1.26% — 11,773 $5.9M
Cypress Wealth Services, LLC 0.82% Add +5.3% 11,756 $5.9M
McAlister, Sweet & Associates, Inc. 4.47% Add +0.0% 11,723 $5.9M
Bellecapital International Ltd. 1.05% Add +0.0% 11,699 $5.9M
Jump Financial, LLC 0.08% Reduce -83.3% 11,677 $5.9M
Granite Investment Partners, LLC 0.35% Reduce -0.4% 11,668 $5.9M
SMART Wealth LLC 1.79% Reduce -2.4% 11,664 $5.9M
Waratah Capital Advisors Ltd. 0.44% New 11,640 $5.9M
Autumn Glory Partners, LLC 2.05% Add +1.1% 11,631 $5.8M
TCV Trust & Wealth Management, Inc. 0.47% Add +1.4% 11,616 $5.8M
Pilgrim Partners Asia Pte Ltd 2.81% No change 11,610 $5.8M
Parisi Gray Wealth Management 1.32% Reduce -0.1% 11,595 $5.8M
Matrix Asset Advisors Inc. 0.52% Reduce -0.1% 11,595 $5.8M
VeraBank, N.A. 1.06% Reduce -2.1% 11,578 $5.8M
Sierra Legacy Group 4.26% No change 11,549 $5.8M
Hilltop National Bank 1.40% Reduce -2.7% 11,534 $5.8M
Resurgent Financial Advisors LLC 2.91% Reduce -5.4% 11,523 $5.8M
Balefire, LLC 1.13% Reduce -1.3% 11,520 $5.8M
Portfolio Design Labs, LLC 0.95% Add +3.5% 11,504 $5.8M
Royce & Associates LP 0.06% No change 11,500 $5.8M
Hillcrest Wealth Advisors - NY, LLC 2.49% No change 11,486 $5.8M
James Investment Research, Inc. 0.63% Reduce -1.0% 11,474 $5.8M
Northwest Wealth Management, LLC 0.91% Add +0.3% 11,448 $5.8M
ING Groep NV 0.03% Add +3.0% 11,444 $5.8M
Dodge & Cox 0.00% No change 11,440 $5.8M
Fiera Capital Corp 0.02% Reduce -6.0% 11,428 $5.7M
Fischer Financial Services, Inc. 1.52% Add +0.2% 11,425 $5.7M
Proficio Capital Partners LLC 0.40% Reduce -1.6% 11,418 $5.7M
Aire Advisors, LLC 1.05% Add +15.2% 11,415 $5.7M
Compass Ion Advisors, LLC 0.54% Add +1.6% 11,380 $5.7M
Wealth Alliance Advisory Group, LLC 0.98% Reduce -5.3% 11,367 $5.7M
Leonteq Securities AG 0.30% Add +18.5% 11,357 $5.7M
CRA Financial Services, LLC 0.75% Add +0.5% 11,350 $5.7M
Marathon Capital Management 1.23% Add +0.5% 11,319 $5.7M
Independent Family Office, LLC 2.37% Add +1.3% 11,308 $5.7M
L. Roy Papp & Associates, LLP 0.63% Add +1.0% 11,297 $5.7M
R.H. Investment Group, LLC 4.75% Reduce -0.1% 11,280 $5.7M
Blume Capital Management, Inc. 1.03% Reduce -0.9% 11,195 $5.6M
Resolute Wealth Strategies, LLC 2.47% Reduce -1.0% 11,189 $5.6M
Sumitomo Life Insurance Co. 0.15% Add +0.9% 11,188 $5.6M
First Citizens Financial Corp 2.78% Reduce -0.2% 11,186 $5.6M
Investment House LLC 0.27% Reduce -2.6% 11,146 $5.6M
180 Wealth Advisors, LLC 0.64% Add +5.5% 11,139 $5.6M
MIdWestOne Financial Group, Inc. 0.62% Reduce -5.0% 11,135 $5.6M
Eagle Capital Management, LLC 2.03% Reduce -0.7% 11,125 $5.6M
Clearstead Trust, LLC 0.88% Add +17.9% 11,092 $5.6M
Cornell Pochily Investment Advisors, Inc. 1.61% Add +0.0% 11,083 $5.6M
Scott & Selber, Inc. 1.40% Reduce -3.6% 11,083 $5.6M
Vickerman Investment Advisors, Inc. 1.11% Add +0.4% 11,080 $5.6M
Pinkerton Wealth, LLC 0.57% Add +3.1% 11,074 $5.6M
Baker Avenue Asset Management, LP 0.13% Reduce -1.1% 11,052 $5.6M
Continuum Advisory, LLC 0.56% Add +6.8% 11,045 $5.6M
Sloy Dahl & Holst, LLC 0.67% No change 11,044 $5.6M
Ballast, Inc. 1.30% Add +11.3% 11,035 $5.5M
Atlas Capital Advisors Inc. 0.62% — 11,023 $5.5M
Personal Cfo Solutions, LLC 0.88% Add +5.4% 11,023 $5.5M
Jacobs & Co. 0.52% Reduce -2.8% 11,020 $5.5M
Cohen & Steers, Inc. 0.01% No change 11,007 $5.5M
Bislett Management, LLC 4.19% No change 11,000 $5.5M
Olstein Capital Management, L.P. 1.13% No change 11,000 $5.5M
Legacy Financial Group LLC 0.68% Add +1.1% 10,972 $5.5M
Oakworth Capital, Inc. 0.30% Add +0.8% 10,969 $5.5M
Nixon Peabody Trust Co. 0.42% Reduce -0.6% 10,948 $5.5M
Paradigm Capital Management, LLC 5.16% Reduce -0.1% 10,914 $5.5M
AdvisorNet Financial, Inc 0.29% Add +3.1% 10,905 $5.5M
Catalyst Financial Partners LLC 0.61% Add +4.3% 10,898 $5.5M
Sterling Investment Counsel, LLC 1.57% Add +10.3% 10,972 $5.5M
First National Bank Sioux Falls 1.62% Add +0.3% 10,788 $5.4M
Essex Bank 1.17% Reduce -5.0% 10,731 $5.4M
NavPoint Financial, Inc. 2.31% No change 10,730 $5.4M
Atlanta Consulting Group Advisors, LLC 1.22% Add +0.8% 10,714 $5.4M
Northwest Wealth Advisors, LLC 4.19% — 10,701 $5.4M
Strategic Blueprint, LLC 0.32% Reduce -57.3% 10,691 $5.4M
Millstone Evans Group, LLC 3.16% Reduce -1.2% 10,672 $5.4M
Regent Peak Wealth Advisors LLC 1.06% Add +3.9% 10,672 $5.4M
Turtle Creek Wealth Advisors, LLC 0.42% Add +19.3% 10,655 $5.4M
Clark Capital Management Group, Inc. 0.03% Add +70.9% 10,649 $5.4M
Webster Bank, N. A. 0.50% Reduce -2.7% 10,628 $5.3M
Hofer & Associates. Inc 2.82% Add +4.5% 10,607 $5.3M
Sound Portfolio Advisors, LLC 4.47% — 10,589 $5.3M
Blueprint Financial Advisors LLC 0.81% Reduce -2.0% 10,576 $5.3M
Hoey Investments, Inc. 0.72% Add +4.1% 10,574 $5.3M
Hedeker Wealth, LLC 1.11% Reduce -2.3% 10,568 $5.3M
Bank of Hawaii 0.26% Reduce -15.9% 10,568 $5.3M
Allred Capital Management, LLC 1.92% Reduce -0.3% 10,566 $5.3M
MCF Advisors LLC 0.29% Add +81.9% 10,561 $5.3M
Gallacher Capital Management LLC 2.05% No change 10,547 $5.3M
AIMZ Investment Advisors, LLC 1.51% Reduce -0.5% 10,538 $5.3M
Wescott Financial Advisory Group, LLC 0.46% Reduce -0.2% 10,532 $5.3M
Keynote Financial Services LLC 2.98% Add +5.5% 10,515 $5.3M
Professional Financial Advisors, LLC 1.08% Add +0.2% 10,505 $5.3M
Nova R Wealth, Inc. 1.92% Reduce -0.8% 10,505 $5.3M
Banco BTG Pactual S.A. 0.93% Add +5.0% 10,496 $5.3M
QV Investors Inc. 0.43% Reduce -7.3% 10,481 $5.3M
Kestra Investment Management, LLC 0.13% Add +4.4% 10,475 $5.3M
Nikulski Financial, Inc. 1.26% Add +19.9% 10,460 $5.3M
Nvwm, LLC 1.14% Reduce -0.3% 10,441 $5.2M
National Wealth Management Group, LLC 1.81% Add +0.4% 10,405 $5.2M
Brown, Lisle/Cummings, Inc. 1.29% Add +0.7% 10,395 $5.2M
Ethos Financial Group, LLC 0.39% Add +6.6% 10,393 $5.2M
BWM Planning, LLC 1.40% Add +1.2% 10,387 $5.2M
Diversified Enterprises, LLC 0.31% Add +28.2% 10,380 $5.2M
Bill Few Associates, Inc. 1.28% Add +1.1% 10,358 $5.2M
Signal Advisors Wealth, LLC 0.41% Add +4.0% 10,346 $5.2M
Formidable Asset Management, LLC 0.76% Reduce -4.7% 10,308 $5.2M
Focused Wealth Management, Inc 0.55% Reduce -3.4% 10,303 $5.2M
Horizon Family Wealth, Inc. 2.76% No change 10,301 $5.2M
Johnson Bixby & Associates, LLC 0.64% Reduce -0.1% 10,293 $5.2M
Premier Path Wealth Partners, LLC 0.67% Add +12.8% 10,288 $5.2M
LWM Advisory Services, LLC 3.02% Add +0.3% 10,246 $5.2M
Oxford Financial Group, LTD. LLC 0.28% Reduce -52.0% 10,245 $5.1M
Merrion Investment Management Co, LLC 2.77% No change 10,237 $5.1M
Basepoint Wealth LLC 3.12% Reduce -1.0% 10,220 $5.1M
Capital City Trust Co. 1.14% Reduce -1.5% 10,220 $5.1M
LOM Asset Management Ltd 1.49% Reduce -0.2% 10,218 $5.1M
DRW Securities, LLC 0.39% Reduce -67.4% 10,233 $5.1M
Family Manage LLC 0.65% Add +6.8% 10,210 $5.1M
Compass Capital Management, Inc. 0.29% Add +14.8% 10,209 $5.1M
Meridian Investment Counsel Inc. 1.24% Add +0.2% 10,203 $5.1M
Garde Capital, Inc. 0.30% Add +0.3% 10,190 $5.1M
Dash Acquisitions Inc. 1.07% Reduce -0.8% 10,155 $5.1M
Idaho Trust Co 1.69% Reduce -1.3% 10,178 $5.1M
True Freedom Investing, LLC 0.35% New 10,154 $5.1M
X-Square Capital, LLC 1.67% Reduce -4.7% 10,125 $5.1M
Tsai Capital Corp 3.46% New 10,117 $5.1M
Van Cleef Asset Management,Inc 0.52% Reduce -0.4% 10,116 $5.1M
Rede Wealth, LLC 1.77% Add +222.0% 10,116 $5.1M
Highline Wealth Partners LLC 1.43% Reduce -1.5% 10,114 $5.1M
Westpac Banking Corp. 0.32% Reduce -1.6% 10,111 $5.1M
Lathrop Investment Management Co. 0.92% Add +2.3% 10,108 $5.1M
Waterloo Capital, L.P. 0.37% Add +12.7% 10,104 $5.1M
R.H. Dinel Investment Counsel, Inc. 3.71% Reduce -9.4% 10,075 $5.1M
Pinnacle Wealth Planning Services, Inc. 0.53% Add +0.8% 10,069 $5.1M
Peoples Bank 5.09% Reduce -0.8% 10,066 $5.1M
Crux Wealth Advisors 1.88% Reduce -0.4% 10,065 $5.1M
Advyzon Investment Management, LLC 0.59% Add +36.2% 10,046 $5.0M
Alexander Labrunerie & Co., Inc. 1.85% Reduce -1.3% 10,046 $5.0M
GF Fund Management Co. LTD. 0.09% Add +17217.2% 10,044 $5.0M
Stonehage Fleming Financial Services Holdings Ltd 0.16% Reduce -10.5% 10,035 $5.0M
Weil Company, Inc. 1.16% Reduce -4.5% 10,033 $5.0M
Cidel Asset Management Inc. 0.36% Reduce -2.6% 10,031 $5.0M
Jackson Wealth Management, LLC 0.49% Add +3.5% 10,028 $5.0M
DKRT Investments Corp. 1.42% No change 10,000 $5.0M
Delta Asset Management LLC 0.43% Reduce -2.2% 9,997 $5.0M
Artemis Wealth Advisors, LLC 0.84% Reduce -4.8% 9,992 $5.0M
Bannerstone Capital Management, LLC 4.81% — 9,982 $5.0M
55 North Private Wealth, LLC 1.32% — 9,970 $5.0M
Regal Investment Advisors LLC 0.30% Reduce -0.4% 9,956 $5.0M
Tru Independence Asset Management 2, LLC 3.13% No change 9,951 $5.0M
Legacy Financial Strategies, LLC 0.89% Reduce -1.8% 9,946 $5.0M
Waters Parkerson & Co., LLC 0.24% Reduce -1.9% 9,908 $5.0M
Marks Group Wealth Management, Inc 0.48% Reduce -3.2% 9,907 $5.0M
Cape Cod Five Cents Savings Bank 0.46% No change 10,799 $5.0M
Heartland Advisors Inc. 0.27% Reduce -1.4% 9,886 $5.0M
Bernard Wealth Management Corp. 2.01% Reduce -3.8% 9,870 $5.0M
Western Pacific Wealth Management, LP 4.80% Add +0.2% 9,868 $5.0M
Analyst IMS Investment Management Services Ltd. 0.14% Reduce -23.0% 9,865 $5.0M
JPL Wealth Management, LLC 1.20% Reduce -5.4% 9,836 $4.9M
Institute for Wealth Management, LLC. 0.52% Reduce -5.5% 9,825 $4.9M
Conning Inc. 0.17% Reduce -13.7% 9,825 $4.9M
NRI Wealth Management LC 2.51% Reduce -0.0% 9,792 $4.9M
Greater Midwest Financial Group, LLC 2.75% Add +8.7% 9,786 $4.9M
Sage Advisors, LLC 3.25% Reduce -4.0% 9,763 $4.9M
Bull Street Advisors, LLC 2.28% Reduce -0.7% 9,763 $4.9M
J. Stern & Co. LLP 0.42% Add +50165.0% 4,903,351 $4.9M
Pinion Investment Advisors, LLC 1.20% Add +47.9% 9,751 $4.9M
Diversify Advisory Services, LLC 0.16% Add +8.6% 9,935 $4.9M
Adirondack Trust Co. 1.61% Reduce -3.2% 9,746 $4.9M
SRH Advisors, LLC 1.41% Add +1.7% 9,737 $4.9M
First American Trust, FSB 0.34% Reduce -3.4% 9,729 $4.9M
Mengis Capital Management, Inc. 0.87% Add +0.4% 9,725 $4.9M
Modus Advisors, LLC 1.29% Reduce -4.1% 9,708 $4.9M
CFM Wealth Partners LLC 0.70% Reduce -2.5% 9,701 $4.9M
Hixon Zuercher, LLC 1.48% Reduce -1.2% 9,688 $4.9M
Islay Capital Management, LLC 2.88% Reduce -0.6% 9,682 $4.9M
KPP Advisory Services LLC 0.71% Add +2.3% 9,678 $4.9M
Miller Capital Partners, Inc. 2.48% — 9,672 $4.9M
Investor's Fiduciary Advisor Network, LLC 1.04% Add +3.1% 9,673 $4.9M
Smith, Moore & Co. 0.37% Reduce -2.7% 9,670 $4.9M
Auto-Owners Insurance Co 0.10% Add +0.8% 9,661 $4.9M
America First Investment Advisors, LLC 0.88% Reduce -5.4% 9,652 $4.9M
Quent Capital, LLC 0.35% Add +10.2% 9,627 $4.8M
Concord Wealth Partners 0.63% Add +3.6% 9,625 $4.8M
RFG - Bristol Wealth Advisors, LLC 1.34% Reduce -1.7% 9,585 $4.8M
TFR Capital, LLC. 1.59% Add +1.4% 9,580 $4.8M
Hartford Financial Management Inc. 1.25% Add +5.3% 9,575 $4.8M
Taylor Financial Group, Inc. 2.83% No change 9,573 $4.8M
Baring Financial LLC 2.93% Add +4.2% 9,569 $4.8M
Hardin Capital Partners, LLC 2.27% Add +7.2% 9,561 $4.8M
Godshalk Welsh Capital Management, Inc. 2.74% Reduce -1.1% 9,558 $4.8M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.43% Reduce -0.1% 9,537 $4.8M
Lantz Financial LLC 1.01% Add +0.9% 9,516 $4.8M
Gradient Capital Advisors, LLC 1.23% Add +1.0% 9,512 $4.8M
Supplemental Annuity Collective Trust of NJ 1.23% Reduce -11.7% 9,490 $4.8M
Zions Bancorporation, National Association 0.22% Add +19.5% 9,488 $4.8M
Fund Advisors of America Inc 4.37% — 9,487 $4.8M
Portside Wealth Group, LLC 0.65% Add +3.5% 9,476 $4.8M
Alpha Omega Wealth Management LLC 0.79% Reduce -0.8% 9,474 $4.8M
Vest Financial, LLC 0.06% Reduce -69.8% 9,473 $4.8M
MMBG Investment Advisors Co. 0.40% Add +59.4% 9,469 $4.8M
Arrow Financial Corp 0.47% Add +2.8% 9,453 $4.8M
Sterling Investment Advisors, Ltd. 0.87% Reduce -1.1% 9,431 $4.7M
Kwmg, LLC 0.41% Add +0.2% 9,403 $4.7M
First City Capital Management, Inc. 2.50% Reduce -6.7% 9,398 $4.7M
Summitry LLC 0.20% Reduce -2.4% 9,394 $4.7M
Arrowroot Family Office, LLC 1.72% Add +9.0% 9,389 $4.7M
Skyline Advisors, Inc. 1.58% Add +0.3% 9,388 $4.7M
Dimension Capital Management LLC 0.66% Add +98.5% 9,386 $4.7M
Gratus Wealth Advisors, LLC 0.65% Reduce -16.9% 9,375 $4.7M
Independence Bank of Kentucky 0.58% Reduce -1.6% 9,355 $4.7M
Schnieders Capital Management, Llc. 0.74% Add +2.8% 9,350 $4.7M
NFSG Corp 0.73% Add +45.2% 9,340 $4.7M
FSM Wealth Advisors, LLC 0.64% Reduce -5.7% 9,327 $4.7M
Inscription Capital, LLC 0.48% Add +2.9% 9,326 $4.7M
Pine Haven Investment Counsel, Inc 3.33% Reduce -0.3% 9,319 $4.7M
Weatherly Asset Management L. P. 0.36% Reduce -5.4% 9,312 $4.7M
Power Alpha Investment Ltd 0.48% — 9,300 $4.7M
Adirondack Capital Advisors, LLC 3.12% — 9,228 $4.6M
Dover Advisors, LLC 1.80% Reduce -4.2% 9,221 $4.6M
Wealth Management Nebraska 0.53% Add +5.5% 9,211 $4.6M
Bluespring Wealth Management, LLC 0.40% Reduce -0.8% 9,194 $4.6M
Quadcap Wealth Management, LLC 0.53% Add +0.2% 9,191 $4.6M
Lodestar Private Asset Management LLC 0.46% Reduce -0.8% 9,179 $4.6M
NorthStar Asset Management LLC 2.07% Add +0.4% 9,165 $4.6M
JB Capital LLC 0.19% Add +5.0% 9,158 $4.6M
Central Pacific Bank - Trust Division 0.59% Reduce -3.7% 9,158 $4.6M
Samalin Investment Counsel, LLC 1.64% Add +0.6% 9,151 $4.6M
Huntleigh Advisors, Inc. 0.78% Add +3.5% 9,150 $4.6M
Red Mountain Financial, LLC 4.51% Reduce -2.0% 9,149 $4.6M
Harbour Investment Management LLC 2.43% Reduce -16.5% 9,135 $4.6M
WJ Financial Advisors LLC 4.09% Add +2.5% 9,130 $4.6M
Leibman Financial Services, Inc. 3.31% Add +0.8% 9,115 $4.6M
Evelyn Partners Asset Management Ltd 1.07% Add +0.8% 9,108 $4.6M
Valley National Advisers Inc. 0.63% Add +2.8% 9,094 $4.6M
Phoenix Wealth Advisors 1.75% Add +0.1% 9,047 $4.5M
CoreCap Advisors, LLC 0.16% Reduce -17.6% 9,046 $4.5M
Physicians Financial Services, Inc. 1.22% Reduce -0.7% 9,040 $4.5M
Washington Trust Bank 0.32% Add +0.3% 9,039 $4.5M
LPWM LLC 1.14% Reduce -2.5% 9,018 $4.5M
Ruffer LLP 0.21% No change 9,000 $4.5M
Capstone Wealth Management Group LLC 2.74% Reduce -16.8% 9,008 $4.5M
Pensionfund Sabic 1.23% New 9,000 $4.5M
Prospector Partners LLC 9.69% Reduce -86.1% 9,000 $4.5M
Tiemann Investment Advisors, LLC 1.76% Reduce -6.3% 8,995 $4.5M
RDA Financial Network 1.09% Reduce -0.3% 8,968 $4.5M
Meiji Yasuda Life Insurance Co 0.13% Add +2.2% 8,946 $4.5M
BOK Financial Private Wealth, Inc. 0.27% Reduce -7.3% 8,926 $4.5M
Tiller Private Wealth, Inc. 1.60% Reduce -5.7% 8,925 $4.5M
Financial Gravity Asset Management, Inc. 0.86% Add +8.9% 8,902 $4.5M
Roman Butler Fullerton & Co. 1.18% Reduce -0.8% 9,235 $4.5M
Freemont Management S.A. 0.88% Add +196.7% 8,900 $4.5M
Capital Management Associates, Inc 0.99% Add +141.3% 8,886 $4.5M
IPG Investment Advisors LLC 0.78% Add +20.8% 8,874 $4.5M
Harfst & Associates, Inc. 0.80% Reduce -2.2% 8,863 $4.5M
Triumph Capital Management 0.96% Add +15.7% 8,860 $4.5M
HF Advisory Group, LLC 1.55% Reduce -10.9% 8,857 $4.5M
Tilia Fiduciary Partners, Inc. 2.45% Add +0.9% 8,824 $4.4M
Rise Advisors, LLC 1.58% Add +8.2% 8,814 $4.4M
GSG Advisors LLC 1.14% Add +1.8% 8,813 $4.4M
Chaney Capital Management, Inc. 1.53% Add +0.6% 8,805 $4.4M
Norway Savings Bank 2.03% Reduce -0.5% 8,739 $4.4M
Paragon Private Wealth Management, LLC 1.35% Add +4.3% 8,736 $4.4M
Strategic Investment Solutions, Inc. 1.06% Add +9.4% 8,734 $4.4M
Fairtree Asset Management (Pty) Ltd 2.02% Add +43.3% 8,730 $4.4M
Truepoint, Inc. 0.10% Reduce -9.4% 5,725 $4.4M
Summit Global Investments 0.26% Add +891.2% 8,703 $4.4M
Bouchey Financial Group, Ltd. 0.33% Reduce -0.4% 8,697 $4.4M
Childress Capital Advisors, LLC 0.70% Add +1.1% 8,680 $4.4M
Optas, LLC 0.68% Add +6.4% 8,666 $4.4M
Wellington Shields & Co., LLC 1.07% Add +5.8% 8,652 $4.3M
Linden Thomas Advisory Services, LLC 0.44% Add +0.6% 8,633 $4.3M
Magnolia Capital Advisors LLC 0.91% Reduce -0.1% 8,618 $4.3M
Annex Advisory Services, LLC 0.08% Reduce -0.6% 8,613 $4.3M
EagleClaw Capital Managment, LLC 0.63% No change 8,606 $4.3M
JTC Employer Solutions Trustee Ltd 0.29% Reduce -18.9% 8,599 $4.3M
Alesco Advisors, LLC, An ESL Co 0.11% Add +0.0% 8,598 $4.3M
Traphagen Investment Advisors LLC 0.36% Reduce -1.3% 8,588 $4.3M
Deltec Asset Management LLC 0.71% No change 8,578 $4.3M
Patton Albertson Miller Group, LLC 0.51% Reduce -3.4% 8,561 $4.3M
Vance Wealth, LLC 1.28% Reduce -0.0% 8,553 $4.3M
Retirement Planning Group, LLC 0.14% Add +0.7% 8,551 $4.3M
Verus Capital Partners, LLC 0.29% Reduce -5.5% 8,550 $4.3M
Relyea Zuckerberg Hanson LLC 0.43% Reduce -11.4% 8,547 $4.3M
Mosaic Family Wealth Partners, LLC 0.47% Add +0.2% 8,534 $4.3M
Pacific Center for Financial Services 1.09% No change 8,524 $4.3M
Crescent Grove Advisors, LLC 0.41% Reduce -3.7% 8,524 $4.3M
McMillan Office, Inc. 0.52% — 8,521 $4.3M
Epiq Partners, LLC 2.06% Reduce -0.3% 8,518 $4.3M
S&T Bank 1.35% Reduce -18.3% 8,496 $4.3M
Clarity Capital Advisors, LLC 2.13% Add +0.2% 8,479 $4.3M
Capital Advisory Group Advisory Services, LLC 1.25% Add +0.6% 8,474 $4.3M
JSF Financial, LLC 0.88% Add +1.1% 8,473 $4.3M
Elmwood Wealth Management, Inc. 1.34% Add +49.9% 8,462 $4.3M
GS Investments, Inc. 2.31% Reduce -8.4% 8,454 $4.2M
Lewis Asset Management, LLC 1.73% Add +0.1% 8,452 $4.2M
Legacy Private Trust Co. 0.25% Reduce -2.3% 8,414 $4.2M
Fox Hill Wealth Management 1.97% Add +6.0% 8,414 $4.2M
Denali Advisors LLC 0.47% Add +2.4% 8,410 $4.2M
Curbstone Financial Management Corp 0.81% Add +1.9% 8,388 $4.2M
LaFleur & Godfrey LLC 0.51% Add +1.6% 8,373 $4.2M
Money Concepts Capital Corp. 0.24% Add +5.7% 8,373 $4.2M
Novem Group 0.49% Reduce -2.2% 8,369 $4.2M
Cim Investment Management Inc. 1.10% No change 8,364 $4.2M
Easterly Investment Partners LLC 0.26% Add +11.5% 8,362 $4.2M
Freestone Grove Partners LP 0.03% New 8,360 $4.2M
Jupiter Wealth Management LLC 1.87% Add +8.8% 8,403 $4.2M
Laraway Financial Advisors Inc 2.73% Reduce -0.2% 8,335 $4.2M
Pullen Investment Management, LLC 2.20% Reduce -0.1% 8,320 $4.2M
RKL Wealth Management LLC 0.34% Reduce -0.1% 8,319 $4.2M
Flagship Wealth Advisors, LLC 1.21% Add +79.3% 8,310 $4.2M
Founders Financial Alliance, LLC 0.79% Add +7.1% 8,308 $4.2M
Okabena Investment Services Inc. 0.80% Add +9.2% 8,297 $4.2M
E&G Advisors, LLC 0.93% Reduce -0.6% 8,291 $4.2M
Next Capital Management LLC 1.33% Reduce -1.9% 8,289 $4.2M
Concord Asset Management, LLC 0.72% Add +2.2% 8,275 $4.2M
Peterson Wealth Management 3.08% New 8,257 $4.2M
Richard Bernstein Advisors LLC 0.12% Reduce -28.3% 8,256 $4.1M
Finivi Inc. 2.40% Reduce -1.9% 8,242 $4.1M
Freedom Day Solutions, LLC 1.12% Add +0.5% 8,222 $4.1M
Crosspoint Financial, LLC 9.70% Reduce -5.2% 8,202 $4.1M
Long Island Wealth Management, Inc. 1.95% Reduce -0.7% 8,200 $4.1M
Oarsman Capital, Inc. 0.53% Reduce -3.3% 8,182 $4.1M
NTV Asset Management LLC 0.43% Reduce -1.2% 8,172 $4.1M
Orser Capital Management, LLC 2.32% Reduce -1.6% 8,170 $4.1M
GeoWealth Management, LLC 0.15% Add +3.1% 8,163 $4.1M
Stonebridge Financial Group, LLC 0.35% Reduce -4.5% 8,150 $4.1M
Old Mission Investment Co LLC 0.98% Reduce -0.9% 8,145 $4.1M
Insight Advisors, LLC/ PA 0.62% Reduce -0.7% 8,142 $4.1M
Heartwood Wealth Advisors LLC 0.38% Reduce -0.6% 8,126 $4.1M
Tounjian Advisory Partners, LLC 1.38% Reduce -33.2% 8,114 $4.1M
Triad Wealth Partners, LLC 0.39% Add +22.4% 8,111 $4.1M
Brave Asset Management Inc. 0.96% Add +0.6% 8,098 $4.1M
Oak Family Advisors, LLC 1.25% Reduce -4.1% 8,090 $4.1M
Greenspring Advisors, LLC 0.25% Add +104.5% 8,087 $4.1M
Aviso Wealth Management 1.70% Reduce -1.8% 8,064 $4.1M
General Partner, Inc. 2.30% Reduce -3.6% 8,057 $4.0M
Smith & Howard Wealth Management, LLC 0.93% Reduce -3.8% 8,053 $4.0M
FWL Investment Management, LLC 0.97% Add +0.3% 8,052 $4.0M
Rayburn West Financial Services LLC 2.51% — 8,027 $4.0M
Kornitzer Capital Management Inc. 0.08% Add +0.3% 8,025 $4.0M
Windsor Advisory Group, LLC 3.60% Add +17.3% 8,022 $4.0M
Rinkey Investments 1.02% Add +20.6% 8,018 $4.0M
Turn8 Private Wealth Inc. 2.89% Reduce -0.2% 8,016 $4.0M
Aberdeen Wealth Management LLC 1.86% Add +0.6% 8,010 $4.0M
Kathmere Capital Management, LLC 0.27% Add +8.3% 8,004 $4.0M
Addison Advisors LLC 0.90% Reduce -1.1% 8,001 $4.0M
Wynn Capital, LLC 1.95% Reduce -2.1% 7,999 $4.0M
GoalVest Advisory LLC 0.76% Add +15.7% 7,936 $4.0M
SmartHarvest Portfolios, LLC 1.39% — 7,929 $4.0M
Kesler, Norman & Wride, LLC 0.68% Add +21.6% 7,925 $4.0M
Global Endowment Management, LP 0.50% Reduce -4.3% 7,925 $4.0M
Winthrop Advisory Group LLC 0.34% Add +79.3% 15,968 $4.0M
Cathy Pareto & Associates, Inc. 2.76% Add +1.7% 7,906 $4.0M
Legacy Bridge, LLC 1.61% Add +3.3% 7,902 $4.0M
Rebalance, LLC 0.23% Reduce -0.0% 7,876 $4.0M
Nabity-Jensen Investment Management Inc 2.68% Add +0.0% 7,872 $4.0M
New England Research & Management, Inc. 1.73% No change 7,870 $4.0M
Tempo Wealth, LLC 0.70% — 7,860 $4.0M
Wimmer Associates 1, LLC 1.83% Reduce -0.6% 7,840 $3.9M
Stamos Capital Partners, L.P. 0.63% Add +81.1% 7,834 $3.9M
DSG Capital Advisors, LLC 0.60% Reduce -2.0% 7,984 $3.9M
Advisors Asset Management, Inc. 0.07% Reduce -18.4% 7,809 $3.9M
Hodges Capital Management Inc. 0.34% Reduce -11.3% 7,803 $3.9M
Parcion Private Wealth LLC 0.24% Add +13.6% 7,797 $3.9M
Plan Group Financial, LLC 1.02% Reduce -4.3% 7,796 $3.9M
Chapin Davis, Inc. 0.92% Reduce -2.9% 7,786 $3.9M
Novak & Powell Financial Services, Inc. 2.04% Reduce -2.7% 7,779 $3.9M
Capital Investment Counsel, LLC 0.54% Reduce -3.5% 7,774 $3.9M
Mattson Financial Services, LLC 0.91% Reduce -4.3% 7,752 $3.9M
Founders Financial Securities LLC 0.23% Add +27.4% 7,742 $3.9M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.40% Reduce -3.0% 7,736 $3.9M
Crown Wealth Group, LLC 1.09% Add +6.4% 7,735 $3.9M
Boston Partners 0.00% Reduce -2.9% 7,716 $3.9M
Anchyra Partners LLC 1.19% — 7,714 $3.9M
Cornerstone Planning, LLC 0.90% — 7,747 $3.9M
Frec Markets, Inc. 1.13% — 7,678 $3.9M
Hikari Power Ltd 0.30% No change 7,670 $3.9M
Field & Main Bank 1.11% Add +7.7% 7,652 $3.8M
Twin Lakes Capital Management, LLC 1.71% Reduce -0.1% 7,645 $3.8M
Investment Research & Advisory Group, Inc. 1.27% Add +0.6% 7,603 $3.8M
Breakwater Capital Group 0.53% Reduce -0.1% 7,626 $3.8M
Fort Point Capital Partners LLC 0.46% Add +0.1% 7,781 $3.8M
Drum Hill Capital, LLC 4.08% Add +0.2% 7,618 $3.8M
WFA of San Diego, LLC 2.81% Reduce -2.9% 7,616 $3.8M
GWN Securities Inc. 0.77% Add +15.7% 7,605 $3.8M
Guardian Financial Partners, LLC 1.61% Add +1.6% 7,582 $3.8M
Howard Capital Management Group, LLC 0.24% Add +27.0% 7,563 $3.8M
Thurston, Springer, Miller, Herd & Titak, Inc. 1.33% Add +446.5% 7,547 $3.8M
ZWJ Investment Counsel Inc. 0.14% Reduce -17.9% 7,541 $3.8M
Alpine Bank Wealth Management 0.54% Reduce -0.1% 7,532 $3.8M
Bretton Capital Management, LLC 3.15% No change 7,500 $3.8M
Legacy Financial Advisors, Inc. 0.52% Add +6.5% 7,492 $3.8M
Financial Life Planners 2.69% Reduce -3.0% 7,454 $3.7M
American Money Management, LLC 0.59% Reduce -3.5% 7,453 $3.7M
G2 Capital Management, LLC / Oh 0.90% Add +14.3% 7,452 $3.7M
Patten & Patten Inc. 0.22% Reduce -0.4% 7,447 $3.7M
Holderness Investments Co. 0.76% Reduce -1.4% 7,438 $3.7M
CFS Investment Advisory Services, LLC 0.27% Add +3.0% 7,413 $3.7M
Oak Grove Capital LLC 0.74% Reduce -0.7% 7,405 $3.7M
Gibson Capital, LLC 0.68% Reduce -0.2% 7,404 $3.7M
Garden State Investment Advisory Services LLC 0.88% Add +2.3% 7,404 $3.7M
Westshore Wealth, LLC 1.23% Reduce -1.5% 7,403 $3.7M
Fiduciary Financial Group, LLC 0.53% Add +20.9% 7,403 $3.7M
Inlight Wealth Management, LLC 1.36% Reduce -1.2% 7,397 $3.7M
Grand Central Investment Group 2.70% — 7,392 $3.7M
FLC Capital Advisors 0.68% Add +5.2% 7,379 $3.7M
Augustine Asset Management Inc. 0.74% Reduce -0.1% 7,373 $3.7M
LRI Investments, LLC 0.30% Reduce -2.4% 7,352 $3.7M
Auxano Advisors, LLC 0.73% Add +5.8% 7,350 $3.7M
Flavin Financial Services, Inc. 2.53% Reduce -0.1% 7,340 $3.7M
Gilliland Jeter Wealth Management LLC 1.11% Reduce -3.4% 7,335 $3.7M
Hurlow Wealth Management Group, Inc. 0.90% Reduce -0.1% 7,327 $3.7M
Pring Turner Capital Group Inc. 2.28% Add +2.0% 7,321 $3.7M
Tufton Capital Management 0.64% Reduce -1.4% 7,319 $3.7M
West Family Investments, Inc. 0.86% Reduce -6.4% 7,293 $3.7M
Guidance Capital, Inc. 0.90% Add +1.8% 7,562 $3.7M
Advisor OS, LLC 0.29% Reduce -0.5% 7,283 $3.7M
IKE Capital, LLC 3.19% — 7,281 $3.7M
Lester Murray Antman dba SimplyRich 0.96% No change 7,277 $3.7M
First Western Trust Bank 0.18% Reduce -0.1% 7,266 $3.7M
Golden State Wealth Management, LLC 0.38% Add +20.3% 7,246 $3.6M
Concorde Financial Corp 2.82% Add +59.2% 7,372 $3.6M
Gemmer Asset Management LLC 0.28% Reduce -0.7% 7,223 $3.6M
LongView Wealth Management 0.87% Add +2.1% 7,258 $3.6M
Adalta Capital Management LLC 1.61% Add +16.1% 7,193 $3.6M
Maia Wealth LLC 0.62% Add +10.1% 7,216 $3.6M
Spectrum Asset Management, Inc. (NB/CA) 1.20% Reduce -3.5% 7,177 $3.6M
Alta Advisers Ltd 1.31% Reduce -24.1% 7,175 $3.6M
Cahaba Wealth Management, Inc. 0.25% Reduce -1.8% 7,163 $3.6M
Magnolia Capital Management Ltd. 2.68% No change 7,163 $3.6M
Mark Sheptoff Financial Planning, LLC 1.71% No change 7,156 $3.6M
Blankinship & Foster, LLC 0.78% Reduce -0.1% 7,153 $3.6M
Westbourne Investments, Inc. 1.67% Reduce -9.4% 7,045 $3.6M
Grey Ledge Advisors, LLC 0.81% Add +0.1% 7,139 $3.6M
HBW Advisory Services LLC 0.39% Reduce -20.1% 7,138 $3.6M
XXEC, Inc. 3.58% New 7,124 $3.6M
Redwood Investment Management, LLC 0.40% Add +27.1% 7,105 $3.6M
WealthTrust Axiom LLC 0.92% Add +0.8% 7,096 $3.6M
Wealthcare Capital Partners, LLC 1.67% Reduce -2.3% 7,094 $3.6M
Strait & Sound Wealth Management LLC 1.33% Add +0.7% 7,092 $3.6M
Ashford Capital Management Inc. 0.40% Reduce -0.7% 7,071 $3.6M
Bath Savings Trust Co 0.35% No change 7,050 $3.5M
Hourglass Capital, LLC 0.76% Add +1.1% 7,045 $3.5M
Gould Capital, LLC 2.18% Reduce -0.6% 7,027 $3.5M
Plimoth Trust Co. LLC 0.79% Add +4.0% 7,025 $3.5M
Rockingstone Advisors LLC 1.61% Add +5.4% 7,024 $3.5M
Kennondale Capital Management LLC 2.59% No change 7,015 $3.5M
NorthCrest Asset Manangement, LLC 0.08% Add +15.9% 7,072 $3.5M
Div Capital Phoenix Assets Ltd 0.89% — 7,000 $3.5M
Wealth Alliance, LLC 0.34% Reduce -0.2% 6,996 $3.5M
Brandywine Oak Private Wealth LLC 0.30% Reduce -13.4% 6,996 $3.5M
Prairiewood Capital, LLC 1.09% Reduce -1.2% 6,988 $3.5M
Papamarkou Wellner Asset Management inc. 2.11% Reduce -0.0% 6,977 $3.5M
1776 Wealth LLC 1.32% No change 6,977 $3.5M
Alliance Private Wealth, LLC 1.22% — 7,099 $3.5M
Evermay Wealth Management LLC 0.39% Reduce -4.9% 6,947 $3.5M
Hiley Hunt Wealth Management 1.56% Add +5.2% 6,939 $3.5M
Total Clarity Wealth Management, Inc. 0.84% Reduce -0.2% 6,939 $3.5M
Midwest Financial Group LLC 1.54% Add +0.1% 6,927 $3.5M
Asset Management Group, Inc. 0.56% Reduce -2.4% 6,917 $3.5M
Allen Operations LLC 0.43% No change 6,906 $3.5M
Bernicke Wealth Management, Ltd. 0.44% — 6,886 $3.5M
BCGM Wealth Management, LLC 0.88% Add +3.4% 6,883 $3.5M
Kraematon Investment Advisors, Inc. 2.76% Reduce -1.0% 6,882 $3.5M
Paladin Partners, LLC 2.58% — 6,881 $3.5M
Lanark Financial, Inc. 0.26% Reduce -4.5% 6,881 $3.5M
Hazlett, Burt & Watson, Inc. 1.10% Add +2.3% 6,870 $3.5M
Ables, Iannone, Moore & Associates, Inc. 1.89% Add +0.1% 6,877 $3.5M
Aureus Asset Management, LLC 0.22% Reduce -0.9% 6,873 $3.5M
Jag Capital Management, LLC 0.38% No change 6,871 $3.5M
Beacon Investment Advisory Services, Inc. 0.14% Reduce -5.3% 6,847 $3.4M
Crusonia Wealth Advisors LLC 0.76% — 6,846 $3.4M
Adams Asset Advisors, LLC 0.46% No change 6,837 $3.4M
Newman Dignan & Sheerar, Inc. 0.72% Add +4.8% 6,831 $3.4M
Accurate Wealth Management, LLC 0.44% Reduce -1.2% 6,871 $3.4M
Partners Wealth Management, LLC 3.58% Reduce -2.8% 6,820 $3.4M
Triangle Securities Wealth Management 0.72% Reduce -2.7% 6,816 $3.4M
Summit Financial Wealth Advisors, LLC 0.49% Reduce -14.1% 6,814 $3.4M
Winebrenner Capital Management LLC 2.28% Reduce -0.3% 6,810 $3.4M
Altman Advisors, Inc. 1.29% Add +0.4% 6,800 $3.4M
Pension & Wealth Management Advisors, Inc. 1.01% Reduce -2.0% 6,796 $3.4M
KG Capital Management 0.88% Add +3.9% 6,794 $3.4M
Aufman Associates Inc 1.75% Reduce -0.4% 6,778 $3.4M
VUB Generali dochodkova spravcovska spolocnost, a.s. 2.60% — 6,769 $3.4M
Vista Investment Partners LLC 0.89% Add +1.1% 6,769 $3.4M
MGB Wealth Management, LLC 0.97% Reduce -1.2% 6,758 $3.4M
First National Bank of Mount Dora, Trust Investment Services 0.74% No change 6,759 $3.4M
Journey Advisory Group, LLC 0.29% Reduce -2.7% 6,754 $3.4M
Chilton Capital Management LLC 0.12% Reduce -0.4% 6,744 $3.4M
Centric Wealth Management 0.71% Add +3.7% 6,946 $3.4M
Causey Wealth LLC 1.54% Add +1.3% 6,732 $3.4M
Silicon Valley Capital Partners 0.31% Reduce -11.2% 6,716 $3.4M
Drucker Wealth 3.0, LLC 0.59% Reduce -4.1% 6,702 $3.4M
Enhancing Capital LLC 2.41% No change 6,700 $3.4M
Planning Center, Inc. 0.34% Reduce -1.5% 6,683 $3.4M
First National Bank of Hutchinson 1.97% Add +12.0% 6,677 $3.4M
Revolve Wealth Partners, LLC 0.39% Add +0.9% 6,651 $3.3M
Altrius Capital Management Inc 0.71% Add +0.1% 6,625 $3.3M
Asset One Wealth Management LLC 0.46% — 6,826 $3.3M
Retirement Income Solutions, Inc. 0.56% Reduce -2.1% 6,615 $3.3M
Cherokee Insurance Co 1.34% No change 6,600 $3.3M
Rexford Capital Inc. 2.51% Add +1.2% 6,583 $3.3M
Welch Financial Planning, LLC 2.40% — 6,566 $3.3M
Cambient Family Office, LLC 0.47% — 6,564 $3.3M
PGIM Custom Harvest LLC 0.05% Reduce -1.8% 6,554 $3.3M
Firethorn Wealth Partners, LLC 1.23% Reduce -3.1% 6,539 $3.3M
Sterling Capital Management LLC 0.05% Reduce -28.8% 6,534 $3.3M
Sentry LLC 0.90% Reduce -0.0% 6,514 $3.3M
Intellectus Partners, LLC 0.63% Reduce -1.2% 6,513 $3.3M
McMill Wealth Management 0.92% Reduce -1.8% 6,507 $3.3M
Voya Financial Advisors, Inc. 0.31% Reduce -1.7% 6,523 $3.3M
Caldwell Sutter Capital, Inc. 1.39% Add +0.5% 6,501 $3.3M
Marin Bay Wealth Advisors, LLC 1.87% — 6,498 $3.3M
United Asset Strategies, Inc. 0.25% Add +4.1% 6,485 $3.3M
Compass Capital Corp. /Ma/ 1.25% Add +0.5% 7,413 $3.2M
Harel Insurance Investments & Financial Services Ltd. 0.03% Reduce -31.8% 6,457 $3.2M
Teamwork Financial Advisors, LLC 0.35% Reduce -6.8% 6,450 $3.2M
Lowe Brockenbrough & Co. Inc. 0.16% Reduce -2.6% 6,446 $3.2M
Cordatus Wealth Management LLC 0.75% Add +1.3% 6,443 $3.2M
Miller Wealth Advisors, LLC 1.20% Reduce -10.7% 6,437 $3.2M
Prentiss Smith & Co. Inc. 1.93% No change 6,436 $3.2M
BOCHK Asset Management Ltd 0.86% New 6,400 $3.2M
Thrive Wealth Management, LLC 0.47% Reduce -0.2% 6,395 $3.2M
BCS Wealth Management 0.32% Add +109.1% 6,393 $3.2M
Chesapeake Wealth Management 0.95% Reduce -0.8% 6,379 $3.2M
Nelson Capital Management, LLC 0.37% Add +1.1% 6,365 $3.2M
Prodigy Asset Management LLC 1.12% Reduce -7.0% 6,363 $3.2M
Texas Bank & Trust Co 1.16% Add +0.0% 6,361 $3.2M
Atlas Brown,Inc. 0.95% Reduce -4.9% 6,360 $3.2M
KLCM Advisors, Inc. 0.27% Reduce -3.6% 6,358 $3.2M
Canandaigua National Bank & Trust Co. 0.29% Reduce -4.1% 6,357 $3.2M
Marathon Wealth Advisors LLC 1.27% — 6,343 $3.2M
Rachor Investment Advisory Services, LLC 1.69% — 6,340 $3.2M
Hohimer Wealth Management, LLC 0.43% Add +1.4% 6,334 $3.2M
Sound Income Strategies, LLC 0.15% Add +14.0% 6,434 $3.2M
World Equity Group, Inc. 0.89% Reduce -5.1% 6,311 $3.2M
Stevens Capital Partners 0.83% Add +6.0% 6,305 $3.2M
WealthSpring Partners, LLC 3.25% — 6,303 $3.2M
Wilkinson Global Asset Management LLC 0.22% Reduce -0.2% 6,297 $3.2M
EPG Wealth Management LLC 0.85% Reduce -2.0% 6,293 $3.2M
Select Asset Management & Trust 0.98% Reduce -1.0% 6,284 $3.2M
Aurora Private Wealth, Inc. 2.07% — 6,276 $3.2M
Legacy Financial Group, Inc. 0.83% Add +0.9% 6,270 $3.2M
Keystone Financial Services 0.95% Reduce -1.2% 6,269 $3.2M
Farmers National Bank 0.70% Reduce -8.5% 6,265 $3.1M
Leonard Rickey Investment Advisors P.L.L.C. 0.57% Add +2.9% 6,256 $3.1M
Gilbert & Cook, Inc. 0.39% Reduce -0.6% 6,236 $3.1M
Davidson Kahn Capital Management, LLC 1.63% Reduce -2.5% 6,233 $3.1M
Dale Q Rice Investment Management Ltd 2.23% Reduce -3.0% 6,192 $3.1M
SHP Wealth Management 0.24% — 6,188 $3.1M
Panoramic Investment Advisors, LLC 1.69% Reduce -1.3% 6,183 $3.1M
Vestor Capital, LLC 0.26% Add +7355.6% 461,651 $3.1M
Post Resch Tallon Group Inc. 2.62% Reduce -1.1% 6,176 $3.1M
Foundation Wealth Management, LLC 2.13% Reduce -0.5% 6,146 $3.1M
Meriwether Wealth & Planning, LLC 1.74% Reduce -0.1% 6,150 $3.1M
a16z Perennial Management, L.P. 0.24% Add +0.6% 4,624 $3.1M
Significant Wealth Partners LLC 3.43% Add +402.1% 6,115 $3.1M
Roof Eidam Maycock Peralta, LLC 0.69% Reduce -12.9% 6,097 $3.1M
Point72 Asset Management 0.01% Reduce -62.5% 6,095 $3.1M
Financial Partners Group, Inc 0.35% Reduce -3.8% 6,358 $3.1M
Castellan Group 0.39% New 6,073 $3.1M
Caliber Wealth Management, LLC / KS 0.33% Reduce -0.4% 6,073 $3.1M
Pinnacle Financial Group, LLC / IL 0.89% Reduce -0.6% 6,070 $3.1M
Texas Capital Bank Wealth Management Services Inc 0.18% Add +138.3% 6,070 $3.1M
Disciplined Investors, L.L.C. 2.00% Add +2.3% 6,063 $3.0M
Cadence Bank 0.18% Reduce -34.8% 6,062 $3.0M
Peoples Financial Services Corp. 1.42% Reduce -2.9% 6,062 $3.0M
Mendota Financial Group, LLC 2.22% Reduce -10.4% 6,061 $3.0M
Oak Thistle LLC 0.42% Add +56.1% 6,061 $3.0M
Provident Trust Co. 0.05% No change 6,053 $3.0M
Westfuller Advisors, LLC 1.23% Reduce -2.0% 6,050 $3.0M
Madison Wealth Partners, Inc 0.55% Add +60.6% 6,046 $3.0M
Guardian Asset Advisors, LLC 1.58% Add +10.8% 6,043 $3.0M
Lodestone Wealth Management LLC 1.24% Reduce -5.3% 6,035 $3.0M
Bison Wealth, LLC 0.34% Add +28.6% 6,303 $3.0M
SevenBridge Financial Group, LLC 0.49% Reduce -1.1% 6,260 $3.0M
Intelligence Driven Advisers, LLC 0.43% Reduce -4.1% 6,016 $3.0M
Altfest L J & Co. Inc. 0.33% Reduce -1.9% 6,006 $3.0M
Convergence Financial, LLC 0.44% Add +2.0% 5,991 $3.0M
Cadent Capital Advisors, LLC 0.80% Reduce -1.9% 5,988 $3.0M
Farnam Financial LLC 2.26% Reduce -0.3% 5,982 $3.0M
Parr McKnight Wealth Management Group, LLC 0.39% Add +5.1% 5,974 $3.0M
Madrona Financial Services, LLC 0.64% Reduce -5.2% 5,972 $3.0M
Vision Financial Markets LLC 3.06% No change 5,970 $3.0M
Condor Capital Management 0.24% Reduce -0.3% 5,966 $3.0M
Kapstone Financial Advisors LLC 1.49% Add +4.1% 5,964 $3.0M
Naples Global Advisors, LLC 0.22% Reduce -0.5% 5,958 $3.0M
ASL Financial, LLC 2.35% — 5,952 $3.0M
Capital Planning Advisors, LLC 0.40% Reduce -6.7% 5,949 $3.0M
RVW Wealth, LLC 0.23% Reduce -4.5% 5,932 $3.0M
Lederer & Associates Investment Counsel 2.00% Reduce -3.9% 5,925 $3.0M
Next Level Private LLC 0.78% Add +4.1% 5,904 $3.0M
North Berkeley Wealth Management, LLC 1.74% Add +0.4% 5,884 $3.0M
TruWealth Advisors, LLC 0.14% Reduce -1.2% 5,881 $3.0M
Debussy Capital Management LP 0.40% Reduce -0.5% 5,880 $3.0M
Capital International, Inc. 0.02% Add +7.0% 5,879 $3.0M
Aull & Monroe Investment Management Corp 1.48% Reduce -6.7% 5,874 $3.0M
Harbour Wealth Management Group, Inc. 2.30% — 5,857 $2.9M
LeClair Wealth Partners LLC 1.71% Add +1.0% 5,855 $2.9M
Facet Wealth, Inc. 0.05% Add +82.4% 6,212 $2.9M
Galvin, Gaustad & Stein, LLC 0.23% Add +39.3% 5,843 $2.9M
Richmond Brothers, Inc. 1.87% Reduce -1.1% 5,832 $2.9M
Integrated Investment Consultants, LLC 0.57% Reduce -10.8% 5,825 $2.9M
Creative Financial Designs Inc. 0.18% Add +48.9% 5,820 $2.9M
Rollins Financial Advisors, LLC 0.43% Add +35.1% 5,814 $2.9M
Sterneck Capital Management, LLC 1.32% Reduce -0.0% 5,813 $2.9M
Sfm, LLC 1.71% Add +2.1% 5,811 $2.9M
Elevate Capital Advisors, LLC 1.93% Add +19.4% 5,807 $2.9M
Herold Advisors, Inc. 0.65% Reduce -0.2% 5,805 $2.9M
Osterweis Capital Management Inc. 0.17% Add +2.7% 5,805 $2.9M
Armstrong, Fleming & Moore, Inc 1.35% No change 5,797 $2.9M
Terra Nova Asset Management LLC 1.92% Add +13.6% 5,788 $2.9M
Richards, Merrill & Peterson, Inc. 1.12% Add +10.0% 5,788 $2.9M
Pine Harbor Wealth Management, LLC 0.89% Reduce -2.3% 5,781 $2.9M
Pursue Wealth Partners LLC 1.41% Add +20.8% 5,780 $2.9M
Plante Moran Financial Advisors, LLC 0.18% Reduce -15.8% 5,775 $2.9M
My Personal CFO, LLC 1.21% New 5,770 $2.9M
Consolidated Capital Management, LLC 0.88% Reduce -65.0% 5,766 $2.9M
Wellington Shields Capital Management, LLC 0.42% Reduce -1.5% 5,762 $2.9M
Stansberry Asset Management, LLC 0.30% Add +5.8% 5,752 $2.9M
West Michigan Advisors, LLC 0.66% Add +15.9% 5,749 $2.9M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.20% Reduce -1.0% 5,745 $2.9M
Brandywine Trust Co. 0.51% Reduce -3.9% 5,744 $2.9M
Trust Co. of Oklahoma 0.84% Reduce -11.5% 5,729 $2.9M
GFG Capital, LLC 1.03% Add +0.0% 5,727 $2.9M
Brown Miller Wealth Management, LLC 0.79% Add +0.9% 5,719 $2.9M
Baader Bank Aktiengesellschaft 0.24% Reduce -6.9% 6,086 $2.9M
Greenwich Wealth Management LLC 0.13% Reduce -2.1% 5,716 $2.9M
CMG Global Holdings, LLC 1.27% Add +35.0% 5,698 $2.9M
Verity Asset Management, Inc. 1.23% Reduce -50.0% 5,704 $2.9M
Perpetual Ltd 0.04% Add +11.2% 5,688 $2.9M
American Investment Services, Inc. 0.66% No change 5,677 $2.9M
Elwood & Goetz Wealth Advisory Group, LLC 0.50% Add +5.3% 5,676 $2.9M
Avion Wealth 0.60% Add +5.2% 5,656 $2.8M
Keebeck Wealth Management 0.33% Add +7.2% 5,654 $2.8M
Northwest Quadrant Wealth Management, LLC 0.59% Reduce -9.0% 5,653 $2.8M
McAdam, LLC 0.13% Add +5.7% 5,652 $2.8M
Avalon Capital Management 0.68% Reduce -70.1% 5,638 $2.8M
Cortland Associates Inc. 0.36% Reduce -25.7% 5,618 $2.8M
Sage Capital Advisors,llc 0.67% Reduce -0.1% 5,607 $2.8M
Barnes Pettey Financial Advisors, LLC 1.39% Add +5.4% 5,605 $2.8M
Journey Beyond Wealth, LLC 2.24% No change 5,600 $2.8M
Legacy Capital Wealth Management, LLC 1.70% — 5,598 $2.8M
FWG Holdings, LLC 1.07% Add +3.7% 5,845 $2.8M
Shepherd Kaplan Krochuk, LLC 2.32% Reduce -3.9% 5,580 $2.8M
Nitor Capital Management LLC 2.49% — 5,577 $2.8M
Liberty Square Wealth Partners LLC 0.80% No change 5,577 $2.8M
Peak Retirement Planning, Inc. 0.66% Reduce -4.8% 5,576 $2.8M
Seelaus Asset Management LLC 2.26% Add +3.0% 5,572 $2.8M
Redhawk Wealth Advisors, Inc. 0.31% Reduce -21.5% 5,571 $2.8M
Goepper Burkhardt LLC 0.91% Add +1.5% 5,566 $2.8M
Monarch Capital Management Inc. 0.69% Reduce -2.3% 5,565 $2.8M
Iams Wealth Management, LLC 1.01% Add +83.5% 5,565 $2.8M
SOL Capital Management CO 0.25% Reduce -11.2% 5,565 $2.8M
Triton Financial Group Inc 1.85% Add +1.9% 5,564 $2.8M
Family Legacy, Inc. 0.84% Add +15.9% 5,559 $2.8M
Impact Capital Partners LLC 0.83% Reduce -10.4% 5,554 $2.8M
Cutler Investment Counsel LLC 0.29% Add +3.3% 5,553 $2.8M
Lynx Investment Advisory 1.52% Reduce -1.3% 5,540 $2.8M
Jefferson Bridge Capital, LLC 2.80% — 5,535 $2.8M
Maple Capital Management, Inc. 0.17% Reduce -8.4% 5,514 $2.8M
Spinnaker Investment Group, LLC 0.50% Reduce -6.0% 5,501 $2.8M
FF Advisors,LLC 1.23% Add +0.2% 5,494 $2.8M
Interchange Capital Partners, LLC 0.51% Add +1.4% 5,492 $2.8M
Aspen Grove Capital, LLC 0.48% Reduce -2.4% 5,483 $2.8M
Silvia McColl Wealth Management, LLC 1.83% No change 5,481 $2.8M
Hilltop Partners LLC 0.71% Add +25.1% 5,475 $2.8M
Bourgeon Capital Management LLC 0.46% No change 5,466 $2.7M
Sovran Advisors, LLC 0.23% Reduce -23.4% 5,574 $2.7M
Kentucky Trust Co 1.46% No change 5,458 $2.7M
Nicolet Bankshares Inc. 0.44% Reduce -5.2% 5,457 $2.7M
Riverbend Wealth Management, LLC 1.73% Reduce -11.1% 5,457 $2.7M
Hamilton Point Investment Advisors, LLC 0.42% Add +4.2% 5,454 $2.7M
Alps Advisors Inc. 0.02% Reduce -13.6% 5,448 $2.7M
Channing Global Advisors, LLC 1.75% Reduce -0.2% 5,447 $2.7M
Godsey & Gibb, Inc. 0.25% Add +0.2% 5,441 $2.7M
Alan B Lancz & Associates, Inc. 2.40% Reduce -0.1% 5,439 $2.7M
Alhambra Investment Management LLC 1.27% Reduce -0.4% 5,424 $2.7M
Kassira Wealth Management LLC 2.59% Add +44.9% 5,423 $2.7M
Investment Partners, LTD. 0.95% Reduce -3.6% 5,415 $2.7M
Patrick Mauro Investment Advisor, INC. 1.42% Add +23.1% 5,408 $2.7M
Hills Bank & Trust Co 0.16% Add +10.1% 5,407 $2.7M
NDWM LLC 1.80% Reduce -23.3% 5,403 $2.7M
SkyOak Wealth, LLC 0.49% Reduce -0.4% 5,399 $2.7M
Hamilton Capital, LLC 0.14% — 5,396 $2.7M
J. Derek Lewis & Associates Inc. 0.63% — 5,392 $2.7M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +2.2% 5,390 $2.7M
Mainstream Capital Management LLC 1.77% Reduce -1.6% 5,390 $2.7M
UNIVEST FINANCIAL Corp 0.14% Reduce -3.8% 5,390 $2.7M
Argyle Capital Partners, LLC 1.98% Add +26.1% 5,389 $2.7M
Guerra Pan Advisors, LLC 1.61% No change 5,389 $2.7M
Victory Financial Group, LLC 0.34% Add +4.5% 5,385 $2.7M
1922 Investment Co LLC 80.88% Reduce -0.3% 5,379 $2.7M
Allen Mooney & Barnes Investment Advisors LLC 0.41% No change 5,378 $2.7M
Tyche Wealth Partners LLC 0.43% Reduce -1.5% 5,375 $2.7M
Fulcrum Wealth Advisors, LLC 2.22% — 5,372 $2.7M
Revisor Wealth Management LLC 0.72% Add +27.6% 5,503 $2.7M
Kellett Wealth Advisors, LLC 1.54% Add +5.9% 5,362 $2.7M
1900 Wealth Management LLC 0.17% Add +3.4% 5,349 $2.7M
CYBER HORNET ETFs LLC 1.60% Add +5.2% 5,349 $2.7M
Peregrine Asset Advisers, Inc. 0.76% Add +0.8% 5,348 $2.7M
James J. Burns & Company, LLC 0.37% Add +13.4% 5,346 $2.7M
United Bank 0.91% Add +5.1% 5,344 $2.7M
Syverson Strege & Co 0.64% Reduce -4.6% 5,341 $2.7M
Legacy Edge Advisors, LLC 0.29% Add +6.1% 5,338 $2.7M
TFB Advisors LLC 0.75% Add +11.2% 5,316 $2.7M
Tanager Wealth Management LLP 0.27% Add +2.3% 5,311 $2.7M
Gallagher Capital Advisors, LLC 1.72% Reduce -4.6% 5,310 $2.7M
Wealth Effects LLC 0.84% Add +0.4% 5,305 $2.7M
Liberty Wealth Management LLC 0.34% Add +0.1% 5,304 $2.7M
Pin Oak Investment Advisors Inc. 1.87% Add +0.7% 5,241 $2.7M
Berman McAleer LLC 0.36% Reduce -0.2% 5,291 $2.7M
Tectonic Advisors LLC 0.14% Reduce -4.7% 5,290 $2.7M
Meyer Handelman Co. 0.08% No change 5,290 $2.7M
Sava Infond d.o.o. 0.36% Reduce -12.6% 5,280 $2.7M
Sulzberger Capital Advisors, Inc. 2.68% Add +1.1% 5,277 $2.7M
Cove Private Wealth, LLC 0.80% Add +9.4% 5,277 $2.7M
Raelipskie Partnership 1.11% Add +2.9% 5,271 $2.6M
Firestone Capital Management 0.56% Reduce -0.1% 5,262 $2.6M
Northwest Bancshares, Inc. 0.51% Add +1.5% 5,255 $2.6M
ROI Financial Advisors, LLC 1.52% Add +6.5% 5,248 $2.6M
Independent Wealth Network Inc. 0.81% Add +0.8% 5,240 $2.6M
Prasad Wealth Partners, LLC 0.70% Add +119.8% 5,239 $2.6M
Unique Wealth Strategies, LLC 1.03% Add +16.1% 5,236 $2.6M
Intrua Financial, LLC 0.29% Reduce -5.5% 5,236 $2.6M
Acorn Wealth Advisors, LLC 0.78% Add +0.3% 5,224 $2.6M
Fishman Jay A Ltd. 0.22% Reduce -1.1% 5,210 $2.6M
Capasso Planning Partners LLC 1.44% Reduce -7.8% 5,198 $2.6M
Curated Wealth Partners LLC 0.28% Reduce -7.5% 5,197 $2.6M
Nautilus Advisors LLC 1.70% Add +3.2% 5,191 $2.6M
CPA Asset Management Group, LLC 0.91% No change 5,184 $2.6M
Mirabaud & Cie SA 0.84% Add +0.9% 5,169 $2.6M
Insight 2811, Inc. 1.15% Add +1.9% 5,167 $2.6M
White Lighthouse Investment Management Inc. 0.36% Add +15.1% 5,167 $2.6M
Strategic Wealth Partners, Ltd. 0.18% Add +12.3% 5,166 $2.6M
Keystone Financial Services, LLC 1.77% Add +4.8% 5,165 $2.6M
Base Wealth Management LLC 1.40% Reduce -5.9% 5,165 $2.6M
Black Diamond Financial, LLC 0.27% Reduce -5.2% 5,164 $2.6M
Guardian Partners Inc. 0.21% Add +29.0% 5,163 $2.6M
Massachusetts Wealth Management 1.21% Reduce -3.3% 5,152 $2.6M
BankPlus Trust Department 0.68% Add +8.8% 5,150 $2.6M
Kintra Wealth, LLC 0.36% Add +69.7% 5,150 $2.6M
MASTERINVEST Kapitalanlage GmbH 0.24% No change 5,108 $2.6M
MJP Associates Inc. 0.32% Add +2.3% 5,110 $2.6M
Keystone Wealth Services, LLC 0.54% Reduce -2.2% 5,093 $2.6M
BHK Investment Advisors, LLC 0.84% New 5,090 $2.6M
Octavia Wealth Advisors, LLC 0.24% Reduce -2.7% 5,095 $2.6M
Headinvest, LLC 0.51% Reduce -1.4% 5,079 $2.6M
Cromwell Holdings LLC 1.39% No change 5,073 $2.5M
Stockman Wealth Management, Inc. 0.30% Reduce -1.4% 5,068 $2.5M
BSW Wealth Partners 0.31% Reduce -1.0% 5,063 $2.5M
Net Worth Advisory Group 0.51% Add +7.9% 5,062 $2.5M
Secured Retirement Advisors, LLC 1.42% Add +1.5% 5,055 $2.5M
Traveka Wealth, LLC 1.03% Add +0.2% 5,048 $2.5M
Keeler Thomas Management LLC 1.21% Reduce -7.0% 5,045 $2.5M
Romano Brothers and Company 0.29% Add +0.2% 5,042 $2.5M
Advisors Preferred, LLC 0.41% Reduce -28.2% 5,100 $2.5M
Kingstone Capital Partners Texas, LLC 1.48% Reduce -19.7% 5,040 $2.5M
Blake Schutter Theil Wealth Advisors, LLC 2.08% Reduce -0.4% 5,029 $2.5M
Steinberg Asset Management LLC 1.88% No change 5,025 $2.5M
Secure Asset Management, LLC 0.40% Reduce -21.5% 5,024 $2.5M
Delphi Management Inc. 2.46% Reduce -2.9% 5,022 $2.5M
Vaughan David Investments LLC 0.05% Reduce -3.5% 5,014 $2.5M
Fifth Lane Capital, LP 3.00% New 5,000 $2.5M
Transatlantique Private Wealth LLC 0.79% Reduce -7.4% 4,997 $2.5M
Ballew Advisors, Inc 1.41% Reduce -5.6% 5,059 $2.5M
tru Independence LLC 0.63% Add +32.7% 4,962 $2.5M
Three Bridge Wealth Advisors, LLC 0.66% Reduce -0.7% 4,958 $2.5M
Fingerlakes Wealth Management, Inc. 1.58% Reduce -3.3% 4,953 $2.5M
Trek Financial, LLC 0.14% Add +32.9% 4,952 $2.5M
Third View Private Wealth, LLC 0.33% — 4,950 $2.5M
Three Seasons Wealth, LLC 0.24% Reduce -4.0% 4,949 $2.5M
North Star Asset Management Inc. 0.10% Add +0.2% 4,949 $2.5M
Aspire Capital Advisors LLC 0.58% Reduce -2.3% 4,947 $2.5M
Round Rock Advisors LLC 0.37% Add +28.6% 4,944 $2.5M
Linscomb Wealth, Inc. 0.10% Reduce -1.4% 4,936 $2.5M
Tactive Advisors, LLC 0.73% Add +2.8% 4,931 $2.5M
Acorns Advisers, LLC 0.02% Add +15.1% 4,929 $2.5M
Rational Advisors, Inc. 0.27% Add +199.9% 4,916 $2.5M
Doheny Asset Management 1.51% Add +3.7% 4,915 $2.5M
Legacy Trust 0.46% Add +2.5% 4,908 $2.5M
Scissortail Wealth Management, LLC 0.56% Reduce -1.2% 4,905 $2.5M
Willner & Heller, LLC 1.77% Reduce -7.3% 4,903 $2.5M
Tranquility Partners, LLC 0.88% Reduce -1.3% 4,887 $2.5M
Tsfg, LLC 0.37% Reduce -1.0% 4,884 $2.5M
Burke & Herbert Bank & Trust Co. 0.68% Reduce -15.9% 4,877 $2.5M
WPWealth LLP 0.38% Reduce -14.9% 4,870 $2.4M
Townsend Asset Management Corp. /NC/ 0.86% Reduce -3.0% 4,867 $2.4M
Lantern Wealth Advisors, LLC 1.30% Add +0.5% 4,863 $2.4M
Davidson Trust Co. 1.02% Reduce -9.8% 4,863 $2.4M
Hudson Canyon Capital Management 1.43% No change 4,857 $2.4M
Granite Harbor Advisors, Inc. 1.03% Add +3.1% 4,855 $2.4M
Cary Street Partners Investment Advisory LLC 0.66% Add +3.5% 4,853 $2.4M
Abacus Planning Group, Inc. 0.32% Reduce -10.6% 4,853 $2.4M
Summa Corp. 1.05% Add +5.4% 4,851 $2.4M
Sentry Investment Management LLC 1.60% No change 4,849 $2.4M
Arbor Investment Advisors, LLC 0.32% No change 4,838 $2.4M
Insight Inv LLC 1.36% Add +1.4% 4,836 $2.4M
Elyxium Wealth, LLC 0.67% Add +14.7% 4,834 $2.4M
Plan A Wealth LLC 1.19% Reduce -5.5% 4,830 $2.4M
Peachtree Investment Partners, LLC 0.81% Reduce -10.3% 4,829 $2.4M
Financial Connections Group, Inc. 0.83% No change 4,827 $2.4M
Grove Bank & Trust 0.27% Add +0.9% 4,825 $2.4M
IAG Wealth Partners, LLC 0.28% No change 4,819 $2.4M
Hillsdale Investment Management Inc. 0.07% Reduce -11.3% 4,817 $2.4M
Value Partners Investments Inc. 0.19% Add +3.8% 4,806 $2.4M
Box Hill Private Wealth LLC 2.44% — 4,798 $2.4M
QTR Family Wealth, LLC 1.06% Reduce -2.9% 4,817 $2.4M
Sigma Investment Counselors Inc. 0.12% Reduce -0.4% 4,789 $2.4M
Employees Retirement System of Texas 0.02% New 4,779 $2.4M
Powell Investment Advisors, LLC 0.83% Reduce -7.5% 4,771 $2.4M
Brookwood Investment Group LLC 0.29% Reduce -19.7% 4,769 $2.4M
JT Stratford LLC 0.31% Add +11.4% 4,766 $2.4M
AllGen Financial Advisors, Inc. 0.57% Reduce -10.6% 4,763 $2.4M
South Shore Capital Advisors 1.75% — 4,751 $2.4M
Droms Strauss Advisors Inc. /Mo/ 0.63% No change 4,746 $2.4M
Key Financial Inc 0.44% Reduce -0.0% 4,746 $2.4M
Mach-1 Financial Group, LLC 0.49% Add +160.5% 4,741 $2.4M
Agate Pass Investment Management, LLC 0.89% Add +6.9% 4,741 $2.4M
Townsquare Capital LLC 0.53% Reduce -42.5% 4,741 $2.4M
Vawter Financial, Ltd. 1.01% Add +2.2% 4,740 $2.4M
Armbruster Capital Management, Inc. 0.40% Reduce -0.5% 4,735 $2.4M
Laurel Oak Wealth Management, LLC 0.40% — 4,734 $2.4M
CFO4Life Group, LLC 0.34% Reduce -26.2% 4,733 $2.4M
Basecamp Wealth Advisors LLC 0.51% — 4,725 $2.4M
Zullo Investment Group, Inc. 0.87% Add +0.5% 4,719 $2.4M
Generali Investments, Management Co LLC 0.47% Add +11.1% 4,716 $2.4M
Vista Investment Partners Ii, LLC 1.02% Reduce -3.2% 4,713 $2.4M
KDT Advisors, LLC 3.32% Add +17.3% 4,710 $2.4M
Piscataqua Savings Bank 1.66% Add +0.4% 4,708 $2.4M
Fortune 45 LLC 1.13% Add +1.3% 4,759 $2.4M
Prudent Man Advisors, LLC 0.86% Reduce -1.4% 4,626 $2.4M
RD Lewis Holdings, Inc. 2.01% Add +3.4% 4,776 $2.4M
Kercheville Advisors, LLC 0.62% Reduce -1.9% 4,866 $2.4M
Annis Gardner Whiting Capital Advisors, LLC 0.45% Add +1.9% 4,681 $2.4M
Ames National Corp. 1.38% No change 4,674 $2.3M
Bell Bank 0.10% Add +0.1% 4,674 $2.3M
Platt Wealth Management LLC 2.33% — 4,671 $2.3M
KilterHowling LLC 1.19% Add +0.1% 4,667 $2.3M
Lutz Financial Services LLC 0.16% Reduce -0.7% 4,655 $2.3M
Invera Wealth Advisors, LLC 1.48% Reduce -5.6% 4,653 $2.3M
Stonebridge Capital Advisors LLC 0.16% Add +0.2% 4,646 $2.3M
Weaver Consulting Group 0.57% Add +0.1% 4,645 $2.3M
Argentarii, LLC 0.76% Add +118.0% 4,641 $2.3M
Trail Ridge Investment Advisors, LLC 1.00% Add +3.2% 4,639 $2.3M
Cane Capital Partners, LLC 0.98% — 4,631 $2.3M
LVM Capital Management Ltd. 0.22% Reduce -1.3% 4,625 $2.3M
Dean Investment Associates, LLC 0.33% Reduce -2.6% 4,622 $2.3M
Absolute Capital Management, LLC 0.85% Reduce -0.1% 4,617 $2.3M
LCNB Corp. 0.78% Add +0.3% 4,611 $2.3M
Strategic Investment Advisors / MI 0.20% Add +0.6% 4,609 $2.3M
Lakeshore Capital Group, Inc. 1.85% Add +2.4% 4,604 $2.3M
Westside Investment Management, Inc. 0.37% Reduce -0.5% 4,636 $2.3M
Deseret Mutual Benefit Administrators 0.99% Add +0.5% 4,599 $2.3M
Physician Wealth Advisors, Inc. 0.32% Reduce -27.3% 4,598 $2.3M
Cornerstone Financial Group, LLC 1.61% Reduce -2.3% 4,593 $2.3M
O'ROURKE & COMPANY, Inc 0.90% Reduce -4.1% 4,589 $2.3M
Twin City Private Wealth, LLC 1.74% Add +5.5% 4,588 $2.3M
Wrapmanager Inc. 0.78% Reduce -10.2% 4,586 $2.3M
Bensler, LLC 0.23% Reduce -4.2% 4,580 $2.3M
M&G PLC 0.01% No change 4,569 $2.3M
Kingsman Wealth Management, Inc. 1.24% Add +4.0% 4,565 $2.3M
Camelot Portfolios, LLC 1.42% Reduce -16.2% 4,564 $2.3M
Prentice Wealth Management LLC 0.52% Add +3.8% 4,558 $2.3M
Activest Wealth Management 0.43% Add +9.0% 4,552 $2.3M
LaSalle St. Investment Advisors, LLC 0.37% Add +10.1% 4,550 $2.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.06% Reduce -53.8% 4,546 $2.3M
Heartland Bank & Trust Co 0.97% Reduce -1.6% 4,546 $2.3M
Alliance Wealth Advisors, LLC 1.09% Add +0.3% 4,541 $2.3M
Maridea Wealth Management LLC 0.34% Add +3.0% 4,539 $2.3M
Edgewood Management LLC 0.01% No change 4,532 $2.3M
Centurion Wealth Management LLC 0.50% Reduce -1.9% 4,530 $2.3M
Mattern Wealth Management LLC 0.44% Reduce -2.2% 4,522 $2.3M
Cascades Capital Asset Management, LLC 0.97% Reduce -8.2% 4,521 $2.3M
Boomfish Wealth Group, LLC 1.21% Reduce -7.2% 4,514 $2.3M
First Bank & Trust 0.37% Reduce -3.8% 4,513 $2.3M
Heritage Investment Group, Inc. 0.35% Reduce -2.0% 4,512 $2.3M
Emprise Bank 0.94% Add +7.1% 4,511 $2.3M
SFE Investment Counsel 0.35% Add +0.7% 4,510 $2.3M
Tealwood Asset Management Inc. 1.01% Reduce -24.8% 4,500 $2.3M
bLong Financial, LLC 1.58% No change 4,497 $2.3M
Motiv8 Investments LLC 1.23% Reduce -5.8% 4,493 $2.3M
Cerro Pacific Wealth Advisors LLC 0.61% Add +0.3% 4,485 $2.3M
Walker Financial Services, Inc. 0.82% Reduce -30.9% 4,484 $2.3M
Yarger Wealth Strategies, LLC 0.97% Add +1.1% 4,479 $2.3M
Mitchell Sinkler & Starr 1.01% No change 4,468 $2.2M
Hall Capital Management Co. Inc. 0.87% Reduce -0.2% 4,463 $2.2M
Laurel Wealth Planning LLC 1.24% Add +1.7% 4,451 $2.2M
Park Capital Management, LLC / WI 1.60% Reduce -2.4% 4,450 $2.2M
Yelin Lapidot Holdings Management Ltd. 0.45% No change 4,450 $2.2M
Hemenway Trust Co LLC 0.17% Add +2.8% 4,437 $2.2M
Sippican Capital Advisors 1.43% Reduce -12.7% 4,430 $2.2M
Gambit Capital Management, LLC 1.59% — 4,429 $2.2M
Enterprise Financial Services Corp 1.13% Add +0.7% 4,422 $2.2M
Nordwand Advisors, LLC 0.39% Add +1.3% 4,415 $2.2M
Benin Management CORP 0.49% Reduce -2.9% 4,407 $2.2M
Strategic Financial Services, Inc. 0.10% Reduce -3.4% 4,359 $2.2M
Spirit of America Management Corp. 0.47% Add +6.7% 4,395 $2.2M
Second Line Capital, LLC 0.45% Add +15.6% 4,395 $2.2M
Bantamac Capital, LLC 1.56% Add +5.2% 4,392 $2.2M
Hilltop Holdings Inc. 0.13% Reduce -85.5% 4,382 $2.2M
Ameriflex Group, Inc. 1.14% Reduce -48.0% 4,372 $2.2M
Sage Investment Counsel LLC 2.42% Reduce -10.3% 4,370 $2.2M
Diversified Management Inc. 0.51% — 4,365 $2.2M
FUKOKU MUTUAL LIFE INSURANCE Co 0.14% Reduce -6.7% 4,357 $2.2M
CVFG LLC 1.50% Add +4.1% 4,356 $2.2M
Chesley Taft & Associates LLC 0.09% Add +9.5% 4,352 $2.2M
Brown Financial Advisors 0.80% Reduce -3.6% 4,348 $2.2M
Hunter Associates Investment Management LLC 0.29% No change 4,344 $2.2M
Monetary Management Group Inc. 0.50% Reduce -1.1% 4,338 $2.2M
Brown Financial Advisory 1.10% Reduce -0.2% 4,336 $2.2M
Silverlake Wealth Management LLC 0.49% Add +0.2% 4,333 $2.2M
Capitol Family Office, Inc. 2.57% Reduce -5.4% 4,325 $2.2M
First Commonwealth Financial Corp 0.36% Add +4.7% 4,317 $2.2M
Reicon Wealth Advisors, LLC 1.59% — 4,313 $2.2M
Corrado Advisors, LLC 1.09% Reduce -0.1% 4,308 $2.2M
Stone Wealth Partners 1.93% — 4,307 $2.2M
Two Sigma Securities, LLC 0.30% Add +1.6% 4,292 $2.2M
Cfo Capital Management LLC 1.62% — 4,291 $2.2M
Boulder Wealth Advisors, LLC 0.91% Reduce -0.2% 4,290 $2.2M
PEAK6 LLC 0.06% Add +283.6% 4,277 $2.2M
Advisor Resource Council 0.77% Add +626.8% 4,390 $2.1M
Cannon Financial Strategists, Inc. 0.30% No change 4,264 $2.1M
Invst, LLC 0.23% Reduce -8.0% 4,263 $2.1M
Greatmark Investment Partners, Inc. 0.25% Add +0.4% 4,262 $2.1M
Fiduciary Family Office, LLC 0.62% Reduce -1.1% 4,258 $2.1M
Rubicon Advisors, GP 2.02% — 4,252 $2.1M
Coquina Private Wealth LLC 1.71% — 4,251 $2.1M
Seven Post Investment Office LP 0.76% Reduce -11.8% 4,249 $2.1M
Garrison Point Advisors, LLC 0.95% Reduce -15.2% 4,247 $2.1M
Bluesphere Advisors LLC 0.94% Reduce -2.5% 4,246 $2.1M
Wellspring Financial Advisors, LLC 0.17% Add +18.8% 4,241 $2.1M
Amitell Capital Pte Ltd 2.38% New 4,234 $2.1M
Affiance Financial, LLC 0.34% Add +4.2% 4,224 $2.1M
Elevation Wealth Partners, LLC 0.75% Reduce -7.7% 4,223 $2.1M
Gateway Wealth Partners, LLC 0.24% Add +0.5% 4,214 $2.1M
Trust Co. of Toledo NA 0.21% Reduce -5.2% 4,211 $2.1M
PKS Advisory Services, LLC 0.48% Reduce -6.7% 4,209 $2.1M
Income Insurance Ltd 1.37% — 4,204 $2.1M
Occidental Asset Management, LLC 0.25% Add +0.3% 4,204 $2.1M
JMG Financial Group, Ltd. 0.06% Add +1.2% 4,201 $2.1M
One Day In July LLC 0.17% Add +1.1% 4,186 $2.1M
Stillwater Wealth Management Group 1.43% Reduce -3.0% 4,185 $2.1M
Approach Retirement Advisors, LLC 1.81% — 4,182 $2.1M
Comprehensive Financial Planning, Inc. 1.39% Add +0.1% 4,179 $2.1M
Pennington Partners & Co., LLC 0.84% Reduce -1.9% 4,174 $2.1M
MidFirst Bank 0.17% — 4,495 $2.1M
Brucke Financial, Inc. 1.14% Reduce -1.8% 4,164 $2.1M
Spectrum Planning & Advisory Services Inc. 1.08% Add +5.3% 4,164 $2.1M
Liberty Capital Management, Inc. 0.39% Reduce -1.1% 4,163 $2.1M
Colrain Capital LLC 1.15% Reduce -9.4% 4,160 $2.1M
Lumbard & Kellner, LLC 0.73% Add +2.2% 4,151 $2.1M
Key Client Fiduciary Advisors, LLC 0.72% Add +0.2% 4,141 $2.1M
Capstone Financial Advisors, Inc. 0.11% Reduce -1.9% 4,139 $2.1M
Rezny Wealth Management, Inc. 0.45% Add +0.8% 4,139 $2.1M
Variant Private Wealth, LLC 2.16% Reduce -0.9% 4,134 $2.1M
Atlas Legacy Advisors, LLC 0.36% Add +12.0% 4,155 $2.1M
Levin Capital Strategies, L.P. 0.18% Reduce -0.2% 4,128 $2.1M
Eclectic Associates Inc. 0.32% Reduce -3.4% 4,127 $2.1M
Prestige Wealth Management Group LLC 0.40% Add +0.7% 4,120 $2.1M
Portland Global Advisors LLC 0.22% Reduce -5.8% 4,111 $2.1M
Legato Capital Management LLC 0.18% No change 4,110 $2.1M
Abacus Wealth Partners, LLC 0.20% Add +5.2% 4,102 $2.1M
Baron Silver Stevens Financial Advisors, LLC 0.30% Add +20.4% 4,100 $2.1M
McLean Asset Management Corp 0.37% Reduce -4.3% 4,175 $2.1M
Financial Enhancement Group LLC 0.27% Reduce -0.1% 4,255 $2.1M
Fuller & Thaler Asset Management, Inc. 0.01% No change 4,088 $2.1M
Dock Street Asset Management Inc. 0.19% Reduce -82.5% 4,085 $2.1M
AXS Investments LLC 0.71% Add +57.9% 4,083 $2.1M
Brady Martz Wealth Solutions, LLC 0.36% Add +73.0% 4,083 $2.1M
Northstar Asset Management Inc. 0.53% Reduce -1.5% 4,076 $2.0M
Power Wealth Management LLC 0.72% Reduce -1.1% 4,070 $2.0M
Park Edge Advisors, LLC 0.46% Reduce -26.4% 4,067 $2.0M
First Financial Bank - Trust Division 0.17% Reduce -3.6% 4,067 $2.0M
Clear Creek Financial Management, LLC 0.17% Reduce -2.1% 4,062 $2.0M
Empire Financial Management Company, LLC 0.44% Add +2.3% 4,058 $2.0M
Prosperity Planning, Inc. 0.76% Add +1.5% 4,056 $2.0M
Wealth Quarterback LLC 0.73% Add +2.3% 4,052 $2.0M
Tandem Capital Management Corp. 0.93% Add +5.2% 4,046 $2.0M
Pennsylvania Capital Management Inc. 0.56% Reduce -0.9% 4,046 $2.0M
Members Trust Co 0.07% Reduce -10.2% 4,046 $2.0M
Whelan Financial 0.64% Add +9.0% 4,044 $2.0M
Rothschild Wealth LLC 0.20% Add +116.3% 4,042 $2.0M
Matters Capital LLC 1.66% — 4,033 $2.0M
Fulcrum Equity Management 1.94% Reduce -8.2% 4,031 $2.0M
Element Wealth, LLC 0.84% Add +50.9% 4,030 $2.0M
Canopy Partners, LLC 0.66% Add +4.5% 4,030 $2.0M
Archer Investment Corp 0.46% Reduce -8.4% 4,021 $2.0M
Two West Capital Advisors LLC 1.17% Reduce -8.7% 4,019 $2.0M
Resources Management Corp. /CT/ 0.26% Add +3.6% 4,014 $2.0M
Verity & Verity, LLC 0.16% No change 4,010 $2.0M
Atwood & Palmer Inc. 0.11% Reduce -1.2% 4,004 $2.0M
Puzo Michael J 0.55% Add +53.5% 4,000 $2.0M
Advisory Resource Group 0.35% Reduce -1.1% 3,994 $2.0M
Snider Financial Group 0.53% Reduce -11.3% 3,991 $2.0M
Gilder Gagnon Howe & Co. LLC 0.02% Reduce -6.9% 3,984 $2.0M
Wealth Advisory Solutions, LLC 0.47% Reduce -0.9% 3,983 $2.0M
Onyx Bridge Wealth Group LLC 0.21% Reduce -14.9% 3,982 $2.0M
Charter Oak Capital Management, LLC 0.15% Reduce -5.0% 3,971 $2.0M
Petra Financial Advisors Inc. 1.17% Reduce -1.5% 3,970 $2.0M
Virtus Investment Advisers, LLC 0.54% Add +4.0% 3,962 $2.0M
Sandbox Financial Partners, LLC 0.55% Reduce -2.7% 3,952 $2.0M
Quantum Private Wealth, LLC 0.58% Reduce -1.3% 3,949 $2.0M
Smart Money Group LLC 0.58% Add +0.3% 3,943 $2.0M
Allied Investment Advisors, LLC 0.31% Reduce -4.5% 3,943 $2.0M
CNB Bank 0.81% Add +0.9% 3,942 $2.0M
Clark Asset Management, LLC 0.21% Reduce -2.1% 3,932 $2.0M
Goldstone Financial Group, LLC 0.22% Add +3.6% 3,928 $2.0M
Stonebrook Private Inc. 0.41% Add +3.3% 3,924 $2.0M
Pachira Investments Inc. 0.96% Reduce -9.0% 3,912 $2.0M
Wealthspan Partners, LLC 0.71% Reduce -6.4% 3,908 $2.0M
Antonelli Financial Advisors, LLC 1.29% Add +3.1% 3,908 $2.0M
Hickory Point Bank & Trust 1.42% No change 3,891 $2.0M
Bridgewealth Advisory Group, LLC 0.43% Add +0.2% 3,888 $2.0M
DecisionMap Wealth Management, LLC 1.20% Add +1.1% 3,883 $2.0M
Austin Private Wealth, LLC 0.15% Add +9.1% 3,881 $2.0M
McBroom & Associates, LLC 0.95% Reduce -3.9% 3,880 $2.0M
Triad Investment Management 1.97% — 3,876 $1.9M
Ponta Wealth Partners, LLC 1.81% — 3,876 $1.9M
ZEGA Investments, LLC 0.38% Add +5.8% 3,873 $1.9M
Sage Capital Management, LLC 0.90% Add +1.3% 3,871 $1.9M
Lagoda Investment Management, L.P. 1.13% Reduce -2.3% 3,870 $1.9M
Capital Wealth Planning, LLC 0.01% Add +0.5% 3,860 $1.9M
Ankerstar Wealth, LLC 1.93% — 3,857 $1.9M
Byrne Asset Management LLC 1.09% Reduce -1.5% 3,857 $1.9M
Corps Capital Advisors, LLC 2.01% Add +52.1% 3,855 $1.9M
Register Financial Advisors LLC 0.75% Add +4.5% 3,847 $1.9M
S.E.E.D. Planning Group LLC 0.55% Reduce -0.2% 3,847 $1.9M
Wedgewood Investors Inc. 2.20% Reduce -0.5% 3,846 $1.9M
Uhlmann Price Securities, LLC 1.15% Add +15.2% 3,845 $1.9M
Kidder Stephen W 0.54% No change 3,841 $1.9M
Summit Wealth & Retirement Planning, Inc. 0.45% Reduce -1.6% 3,833 $1.9M
Proffitt & Goodson Inc. 0.27% Reduce -1.1% 3,831 $1.9M
Viawealth, LLC 1.08% Reduce -4.7% 3,831 $1.9M
Silver Grove Financial Group, Inc. 1.67% Add +1.7% 3,828 $1.9M
MV Capital Management, Inc. 0.18% Reduce -0.9% 3,826 $1.9M
Alpha Family Trust 0.87% No change 3,820 $1.9M
Camden National Bank 0.26% Add +1.5% 3,813 $1.9M
Grant Street Asset Management, Inc. 0.39% Reduce -3.9% 3,812 $1.9M
Blue Chip Partners, LLC 0.14% Reduce -5.9% 3,806 $1.9M
Bolthouse Investments, LLC 1.70% No change 3,801 $1.9M
Bangor Savings Bank 0.15% Reduce -6.1% 3,797 $1.9M
Journey Retirement Planning & Investment Management LLC 0.39% — 3,796 $1.9M
Gill Capital Partners, LLC 0.58% Reduce -3.3% 3,791 $1.9M
Olde Wealth Management, LLC 0.59% No change 3,791 $1.9M
Cairn Investment Group, Inc. 0.90% No change 3,787 $1.9M
Cypress Financial Planning LLC 0.53% Add +0.3% 3,775 $1.9M
Lee Johnson Capital Management, LLC 0.65% Reduce -0.1% 3,783 $1.9M
Altus Wealth Group LLC 0.76% Reduce -0.2% 3,782 $1.9M
D.B. Root & Company, LLC 0.46% Add +2.5% 3,779 $1.9M
Gold Investment Management Ltd. 0.61% No change 3,778 $1.9M
Tranquilli Financial Advisor LLC 1.10% Add +0.3% 3,767 $1.9M
Wulff, Hansen & Co. 1.59% Reduce -1.8% 3,762 $1.9M
Sharkey, Howes & Javer 0.24% Reduce -0.4% 3,762 $1.9M
Community Bank of Raymore 1.28% Reduce -3.2% 3,751 $1.9M
Piedmont Capital Management, LLC 1.24% — 3,743 $1.9M
Perissos Private Wealth Management, LLC 1.62% Reduce -9.7% 3,738 $1.9M
Fi3 FINANCIAL ADVISORS, LLC 0.57% Add +9.0% 3,731 $1.9M
Roble, Belko & Company, Inc 0.25% Add +34.5% 3,728 $1.9M
First National Bank & Trust Co. of Newtown 0.34% Add +64.9% 3,727 $1.9M
Provident Co of the Employees of the Hebrew University LTD 1.94% No change 3,722 $1.9M
GMO 0.00% Reduce -53.9% 3,718 $1.9M
Arbor Wealth Advisors LLC 1.32% Reduce -0.1% 3,692 $1.9M
Van Strum & Towne Inc. 0.52% No change 3,691 $1.9M
Bank of Nova Scotia Trust Co. 0.16% Add +17.3% 3,691 $1.9M
Jackson, Grant Investment Advisers, Inc. 0.61% No change 3,680 $1.8M
River Wealth Advisors LLC 0.21% Add +8.7% 3,671 $1.8M
Ring Mountain Capital, LLC 0.95% Add +2.4% 3,740 $1.8M
Wealth Advisors of Iowa, LLC 0.61% Reduce -3.3% 3,670 $1.8M
Steigerwald, Gordon & Koch Inc. 0.18% Reduce -10.3% 3,670 $1.8M
Charles Schwab Trust Co 0.12% Reduce -6.0% 3,670 $1.8M
Measured Risk Portfolios, Inc. 2.13% Reduce -2.9% 3,668 $1.8M
Fortress Private Ledger, LLC 0.61% Add +7.5% 3,667 $1.8M
Asset Planning,Inc 1.30% Reduce -4.3% 3,666 $1.8M
Lexington Hill Partners, LLC 1.39% — 3,665 $1.8M
Leisure Capital Management 0.61% Add +7.1% 3,664 $1.8M
Investment Advisory Group, LLC 0.47% Reduce -0.3% 3,653 $1.8M
MPS Loria Financial Planners, LLC 0.47% Add +2.3% 3,648 $1.8M
Florida Financial Advisors, LLC 0.50% Reduce -4.4% 3,661 $1.8M
Spartan Planning & Wealth Management 1.35% Add +2.6% 3,644 $1.8M
Whitaker-Myers Wealth Managers, LTD. 0.38% Add +95.0% 3,643 $1.8M
Catalina Capital Group, LLC 1.12% Reduce -0.1% 3,641 $1.8M
Paragon Capital Management LLC 0.93% Reduce -1.4% 3,634 $1.8M
YANKCOM Partnership 0.78% Add +5.8% 3,634 $1.8M
Coordinated Financial Services, Inc. 1.06% Reduce -1.8% 3,633 $1.8M
Eldridge Investment Advisors, Inc. 0.40% Add +0.7% 3,632 $1.8M
Bearing Point Capital, LLC 0.28% Add +1.0% 3,622 $1.8M
Manchester Financial Inc. 0.34% Add +0.8% 3,610 $1.8M
Oak Barrel Wealth Advisory LLC 1.08% — 3,608 $1.8M
Falcon Wealth Planning 0.15% Add +12.8% 3,600 $1.8M
China Universal Asset Management Co., Ltd. 0.14% Add +4.0% 3,594 $1.8M
GW Henssler & Associates Ltd. 0.09% Add +6.7% 3,586 $1.8M
Shepherd Financial Partners LLC 0.17% Reduce -4.2% 3,577 $1.8M
Clayton Financial Group LLC 0.92% Add +607.7% 3,574 $1.8M
waypoint wealth counsel 0.66% Add +22.5% 3,562 $1.8M
IMA Advisory Services, Inc. 0.17% Add +25.1% 3,553 $1.8M
All Terrain Financial Advisors, LLC 0.55% Add +17.6% 3,552 $1.8M
Claro Advisors Inc. 0.24% Add +3.8% 3,548 $1.8M
Granite Islands Private Wealth, LLC 1.64% — 3,564 $1.8M
International Private Wealth Advisors LLC 1.12% Reduce -28.9% 3,542 $1.8M
North Capital, Inc. 1.53% Reduce -0.1% 3,540 $1.8M
Gallagher Fiduciary Advisors, LLC 0.06% Add +15.4% 3,535 $1.8M
Mindset Wealth Management, LLC 0.47% Reduce -11.1% 3,534 $1.8M
Red Wave Investments LLC 0.53% Reduce -0.1% 3,530 $1.8M
Ewa, LLC 0.43% Add +39.5% 3,528 $1.8M
Horst & Graben Wealth Management LLC 0.27% Add +0.4% 3,524 $1.8M
Mine & Arao Wealth Creation & Management, LLC. 0.69% Reduce -3.1% 3,513 $1.8M
Pathway Financial Advisers, LLC 0.51% Reduce -0.0% 3,505 $1.8M
GDS Wealth Management 0.11% Reduce -0.1% 3,503 $1.8M
Patrick M Sweeney & Associates, Inc. 1.10% Add +0.7% 3,501 $1.8M
TriaGen Wealth Management LLC 0.45% Reduce -10.5% 3,498 $1.8M
Gibbs Wealth Management 0.42% Reduce -17.1% 3,520 $1.8M
Elevated Capital Advisors, LLC 0.41% Add +2.4% 3,494 $1.8M
TCFG Wealth Management, LLC 0.69% Reduce -10.7% 3,488 $1.8M
Blue Capital, Inc. 1.25% Reduce -0.1% 3,487 $1.8M
Landmark Wealth Management, Inc. 0.66% Reduce -4.2% 3,476 $1.7M
Castle Rock Wealth Management, LLC 0.38% Reduce -4.4% 3,533 $1.7M
Shelter Mutual Insurance Co 0.39% No change 3,474 $1.7M
Gilpin Wealth Management, LLC 1.38% — 3,469 $1.7M
Optiver Holding B.V. 0.03% Add +309.6% 3,465 $1.7M
Alta Wealth Advisors LLC 0.58% Reduce -48.1% 3,460 $1.7M
Dodds Wealth, LLC 0.43% Reduce -0.1% 3,460 $1.7M
Trueblood Wealth Management, LLC 0.68% Add +6.1% 3,456 $1.7M
MainStreet Investment Advisors LLC 0.25% Reduce -5.3% 3,456 $1.7M
Knightsbridge Asset Management, LLC 0.28% Add +9.3% 3,451 $1.7M
Baker Boyer National Bank 0.52% Add +18.4% 3,448 $1.7M
Cyndeo Wealth Partners, LLC 0.09% Reduce -6.0% 3,446 $1.7M
Stephen J. Garry & Associates, LLC 1.37% Reduce -9.7% 3,442 $1.7M
Essential Planning, LLC. 0.55% No change 3,441 $1.7M
M1 Capital Management LLC 0.72% Reduce -5.5% 3,434 $1.7M
Narus Financial Partners, LLC 0.47% Reduce -0.3% 3,429 $1.7M
Black Swift Group, LLC 0.29% Reduce -20.8% 3,425 $1.7M
Magnolia Private Wealth, LLC 1.20% Add +0.3% 3,424 $1.7M
Palisade Asset Management, LLC 0.17% Add +2.1% 3,422 $1.7M
Cornerstone Wealth Advisors, Inc. 0.40% Reduce -1.8% 3,420 $1.7M
Argent Advisors, Inc. 0.48% Reduce -6.0% 3,416 $1.7M
McNaughton Wealth Management, LLC 0.71% Add +7.5% 3,414 $1.7M
Alaethes Wealth, LLC 0.48% Add +549.5% 3,410 $1.7M
Schwartz Investment Counsel Inc. 0.06% No change 3,410 $1.7M
Hall Laurie J Trustee 0.57% Reduce -8.6% 3,405 $1.7M
Factor Wealth Management LTD 0.37% Reduce -0.6% 3,401 $1.7M
Lakeridge Wealth Management LLC 0.78% Add +3.0% 3,397 $1.7M
Birchbrook, Inc. 0.85% Reduce -0.8% 3,396 $1.7M
Thompson David Blair 0.97% — 3,388 $1.7M
S.A. Mason LLC 0.67% Reduce -0.6% 3,387 $1.7M
Signature Wealth Management Partners, LLC 0.84% No change 3,386 $1.7M
Family Capital Management, Inc. 0.76% Reduce -0.6% 3,384 $1.7M
Abundance Wealth Counselors 0.29% Add +1.2% 3,380 $1.7M
Aspen Wealth Management LLC 0.36% Add +3.0% 3,378 $1.7M
Verum Partners LLC 0.34% Reduce -5.7% 3,375 $1.7M
Investment Advisory Services Group LLC 1.50% — 3,372 $1.7M
Access Financial Services, Inc. 0.62% Reduce -1.5% 3,366 $1.7M
California First Leasing Corp. 0.55% No change 3,364 $1.7M
Watershed Private Wealth LLC 0.51% Add +2.1% 3,363 $1.7M
Milestone Asset Management Group, LLC 0.95% Add +16.0% 3,362 $1.7M
MBM Wealth Consultants, LLC 0.40% Add +4.1% 3,361 $1.7M
Valley Brook Capital Group, Inc. 1.12% Add +3.2% 3,358 $1.7M
Grey Fox Wealth Advisors, LLC 0.35% Reduce -5.8% 3,358 $1.7M
Midland Wealth Advisors, LLC 0.09% Reduce -70.6% 3,358 $1.7M
Twin Peaks Wealth Advisors, LLC 0.49% Add +14.1% 3,386 $1.7M
Entrust Financial LLC 1.25% — 3,351 $1.7M
Dempze Nancy E 0.88% Add +31.4% 3,351 $1.7M
Penbrook Management LLC 1.16% Reduce -0.7% 3,350 $1.7M
Aries Wealth Management 0.37% Reduce -5.6% 3,347 $1.7M
Godfrey Financial Associates, Inc. 1.46% — 3,346 $1.7M
Ironsides Asset Advisors, LLC 0.43% No change 3,345 $1.7M
Banque Transatlantique SA 0.04% Add +8.0% 3,341 $1.7M
Cassia Capital Partners, LLC 0.91% Reduce -2.6% 3,332 $1.7M
BNB Wealth Management, LLC 1.08% — 3,331 $1.7M
Alchemi Wealth, LLC 0.92% — 3,330 $1.7M
MKT Advisors LLC 0.57% Reduce -0.8% 3,357 $1.7M
BTC Capital Management, Inc. 0.12% No change 3,328 $1.7M
Seven Mile Advisory 0.29% Reduce -17.2% 3,322 $1.7M
Advisors Management Group Inc. 0.30% Reduce -6.3% 3,318 $1.7M
Rothschild Capital Partners, LLC 0.39% No change 3,310 $1.7M
Jacobsen Capital Management 0.54% Reduce -2.7% 3,309 $1.7M
Cornerstone Capital, Inc. 0.16% Reduce -0.2% 3,309 $1.7M
Wolff Financial Management LLC 0.37% Add +2.7% 3,304 $1.7M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 1.15% Reduce -1.2% 3,361 $1.7M
Vicus Capital 0.12% Reduce -11.4% 3,297 $1.7M
Unique Wealth, LLC 0.23% Reduce -20.7% 3,290 $1.7M
Spreng Capital Management, Inc. 0.65% Reduce -6.5% 3,281 $1.6M
BankChampaign, National Association 1.62% — 3,280 $1.6M
Provident Living Financial Services, Inc. 1.62% — 3,280 $1.6M
Retirement Investment Advisors, Inc. 0.13% New 3,278 $1.6M
Acorn Financial Advisory Services Inc. 0.24% Add +18.1% 3,276 $1.6M
Fairway Wealth LLC 0.44% Add +1.0% 3,273 $1.6M
Richard P Slaughter Associates Inc 0.34% Reduce -32.7% 3,271 $1.6M
SYM FINANCIAL Corp 0.17% Add +9.9% 3,271 $1.6M
Sollinda Capital Management LLC 0.42% No change 3,264 $1.6M
Columbia Bank 0.46% Add +8.7% 3,263 $1.6M
Patron Partners, LLC 0.73% Add +2.9% 3,258 $1.6M
Beacon Capital Management, LLC 0.25% Add +16.1% 3,253 $1.6M
Mayport, LLC 0.33% Add +8.6% 3,250 $1.6M
Cooper Capital Advisors LLC 1.03% No change 3,247 $1.6M
CDM Financial Counseling Services, Inc. 1.53% — 3,245 $1.6M
First Community Trust NA 1.22% Add +14.1% 3,245 $1.6M
Ehrenkranz Partners L.P. 1.85% Add +40.9% 3,241 $1.6M
Act Two Investors LLC 0.29% Reduce -32.5% 3,240 $1.6M
G&S Capital LLC 0.57% Add +4.8% 3,232 $1.6M
KFG Wealth Management, LLC 0.22% Reduce -3.5% 3,232 $1.6M
Arsenal Capital Advisors LLC 1.15% — 3,228 $1.6M
State of Wyoming 0.18% Reduce -4.0% 3,226 $1.6M
Cornerstone National Bank & Trust Co 0.65% Add +1.5% 3,222 $1.6M
Wright Investors Service Inc. 0.49% Reduce -0.3% 3,216 $1.6M
Shrier Wealth Management, LLC 0.64% — 3,214 $1.6M
McGowan Group Asset Management, Inc. 0.20% Add +0.1% 3,210 $1.6M
Blalock Williams, LLC 1.29% Add +11.2% 3,209 $1.6M
Strategies Wealth Advisors, LLC 0.16% Add +1.1% 3,208 $1.6M
IFG Advisors, LLC 0.27% Reduce -3.9% 3,205 $1.6M
Virtue Asset Management LLC 1.31% Add +2.0% 3,202 $1.6M
Requisite Capital Management, LLC 0.31% Add +97.8% 3,200 $1.6M
Intact Investment Management Inc. 0.05% No change 3,200 $1.6M
Abel Hall, LLC 0.37% Add +10.3% 3,194 $1.6M
Advisory Research Inc. 0.20% Add +4.0% 3,193 $1.6M
Tandem Investment Partners LLC 1.35% Reduce -14.7% 3,190 $1.6M
Edgestream Partners, L.P. 0.05% New 3,187 $1.6M
Equity Wealth Partners, LLC 1.04% Add +0.7% 3,185 $1.6M
Darden Wealth Group Inc 0.78% Add +2.9% 3,182 $1.6M
BayBridge Capital Group, LLC 0.99% Add +5.2% 3,177 $1.6M
SWS Partners 0.39% Add +35.0% 3,174 $1.6M
American Trust 0.13% No change 3,170 $1.6M
Atlantic Family Wealth, LLC 1.20% Add +1.8% 3,169 $1.6M
May Hill Capital, LLC 0.43% Add +7.3% 3,169 $1.6M
Paces Ferry Wealth Advisors, LLC 0.65% Reduce -0.7% 3,166 $1.6M
Marshall Financial Group, LLC 0.31% Reduce -3.0% 3,164 $1.6M
Burton Enright Welch 0.22% Add +6.3% 3,162 $1.6M
Guardian Capital LP 0.05% New 3,155 $1.6M
Campbell Capital Management Inc. 0.54% No change 3,149 $1.6M
Eagle Strategies LLC 0.20% Reduce -0.4% 3,148 $1.6M
ShoreHaven Wealth Partners, LLC 0.57% Add +0.2% 3,144 $1.6M
Indiana Trust & Investment Management Co 0.47% Reduce -2.1% 3,144 $1.6M
Pasadena Private Wealth, LLC 0.22% Reduce -1.4% 3,134 $1.6M
Heck Capital Advisors, LLC 0.12% Add +7.6% 3,130 $1.6M
Greenfield Savings Bank 0.66% Reduce -1.1% 3,129 $1.6M
Eagle Bay Advisors LLC 1.15% Reduce -0.5% 3,128 $1.6M
Mountain Capital Investment Advisors Inc. 0.25% Add +1.2% 3,281 $1.6M
Ellenbecker Investment Group 0.22% Reduce -5.6% 3,126 $1.6M
Catalyst Private Wealth, LLC 0.69% Add +5.0% 3,125 $1.6M
SL Advisors, LLC 3.22% Reduce -0.2% 3,124 $1.6M
Centennial Wealth Advisory LLC 0.42% Add +5.2% 3,122 $1.6M
Warm Springs Advisors Inc. 1.21% Reduce -2.2% 3,119 $1.6M
Legend Financial Advisors, Inc. 0.95% Reduce -1.2% 3,118 $1.6M
Neo Ivy Capital Management 0.25% New 3,115 $1.6M
Riversedge Advisors, LLC 0.25% Add +10.1% 3,111 $1.6M
Orca Wealth Management, LLC 1.12% Add +3.8% 3,202 $1.6M
Bank of Marin 1.08% No change 3,107 $1.6M
Smith Thornton Advisors LLC 0.79% Reduce -0.1% 3,101 $1.6M
Putney Financial Group LLC 1.46% Reduce -2.0% 3,098 $1.6M
LifeSteps Financial, Inc. 1.00% Add +0.6% 3,098 $1.6M
Oak Harvest Investment Services 0.17% Reduce -0.6% 3,097 $1.6M
Perryman Financial Advisory Inc. 0.23% — 3,094 $1.6M
Financial Synergies Wealth Advisors, Inc. 0.15% Add +24.6% 3,091 $1.6M
Adelphi Trust Co 1.27% — 3,090 $1.6M
Matisse Capital 0.70% Add +14.7% 3,090 $1.6M
Durante & Waters, LLC 1.08% No change 3,080 $1.5M
Navis Wealth Advisors, LLC 0.66% Add +365.8% 3,079 $1.5M
Mascoma Wealth Management LLC 0.33% Reduce -0.4% 3,076 $1.5M
Oakwell Private Wealth Management, LLC 0.29% Add +0.4% 3,074 $1.5M
Sovereign Financial Group, Inc. 0.28% Add +5.3% 3,074 $1.5M
United Advisor Group, LLC 0.20% Add +6.2% 3,073 $1.5M
Blue Jean Financial LLC 1.25% — 3,072 $1.5M
SPWM Advisors LLC 1.48% — 3,067 $1.5M
Arkansas Financial Group, Inc. 0.22% No change 3,066 $1.5M
Everpar Advisors LLC 0.57% Add +16.0% 3,061 $1.5M
Amarillo National Bank 0.27% No change 3,059 $1.5M
McLaughlin Asset Management, Inc. 1.38% — 3,057 $1.5M
Decision Investments, Inc. 1.68% — 3,056 $1.5M
Gunpowder Capital Management, LLC dba Oliver Wealth Management 1.19% — 3,050 $1.5M
Oliver Luxxe Assets LLC 0.23% Reduce -4.2% 3,050 $1.5M
Parallax Volatility Advisers, L.P. 0.05% Reduce -17.1% 3,050 $1.5M
Heritage Wealth Management, Inc. 0.43% Reduce -7.4% 3,049 $1.5M
DUTCH ASSET Corp 1.18% — 3,048 $1.5M
VSM Wealth Advisory, LLC 0.46% Reduce -0.3% 3,047 $1.5M
Great Diamond Partners, LLC 0.29% Add +0.3% 3,044 $1.5M
Atwater Malick LLC 0.42% Reduce -0.4% 3,043 $1.5M
Cura Wealth Advisors, LLC 0.58% Add +10.3% 3,042 $1.5M
Helium Advisors LLC 1.55% Add +6.9% 3,041 $1.5M
Family CFO Inc 0.68% Reduce -9.8% 3,038 $1.5M
Bard Associates Inc. 0.39% No change 3,037 $1.5M
Northland Securities, Inc. 1.47% — 3,037 $1.5M
Bright Financial Advisors, Inc. 0.72% Reduce -2.6% 3,028 $1.5M
Summit Wealth Group LLC / Co. 0.20% Reduce -51.4% 3,026 $1.5M
Williams & Novak, LLC 1.14% Reduce -0.4% 3,024 $1.5M
111 Capital 0.33% New 3,021 $1.5M
InTrack Investment Management Inc 0.85% Add +11.8% 3,021 $1.5M
Milestone Asset Management, LLC 0.29% Add +15.1% 3,010 $1.5M
St. Johns Investment Management Company, LLC 0.63% Add +1.3% 3,007 $1.5M
Noesis Capital Mangement Corp. 0.22% Reduce -1.3% 3,007 $1.5M
Fairscale Capital, LLC 1.00% Add +0.7% 3,004 $1.5M
Capital Management Associates 2.21% No change 3,000 $1.5M
Winmill & Co. Inc. 0.40% Reduce -41.2% 3,000 $1.5M
Hennessy Advisors Inc. 0.05% No change 3,000 $1.5M
Safeguard Investment Advisory Group, LLC 0.39% Add +6.5% 2,999 $1.5M
Financial Perspectives, Inc 0.41% No change 2,993 $1.5M
Integrity Financial Corp 0.76% Reduce -23.8% 2,992 $1.5M
Colorado Capital Management, Inc. 0.56% Reduce -4.2% 2,989 $1.5M
Charter Capital Management, LLC\DE 0.77% Reduce -4.9% 2,981 $1.5M
Omnia Family Wealth, LLC 0.44% Reduce -0.6% 2,981 $1.5M
Partnership Wealth Management, LLC 1.08% Add +2.2% 2,980 $1.5M
Inspirion Wealth Advisors, LLC 0.18% Reduce -8.8% 2,978 $1.5M
Jessup Wealth Management, Inc 0.49% Add +0.1% 2,976 $1.5M
Sequent Asset Management, LLC 0.66% Reduce -1.2% 2,974 $1.5M
Wealthcare Capital Management LLC 0.15% No change 2,973 $1.5M
Global View Capital Management LLC 0.28% Reduce -0.3% 2,972 $1.5M
South Street Advisors LLC 0.21% Reduce -4.1% 2,971 $1.5M
Bryant Woods Investment Advisors, LLC 0.58% Reduce -0.7% 2,967 $1.5M
Washburn Capital Management, Inc. 0.82% Reduce -8.3% 2,965 $1.5M
JGP Wealth Management, LLC 0.15% Reduce -2.6% 2,958 $1.5M
Markin Asset Management, LP 1.63% — 2,956 $1.5M
Country Trust Bank 0.03% Reduce -4.8% 2,952 $1.5M
Fire Capital Management LLC 0.74% Add +20.4% 2,947 $1.5M
Elevated Financial Group LLC 0.51% — 2,946 $1.5M
Planning Alternatives Ltd. 0.19% Add +24.7% 2,942 $1.5M
Pacific Sage Partners, LLC 0.23% Reduce -13.8% 2,941 $1.5M
COFG Advisors, LLC 0.36% — 2,939 $1.5M
Stembrook Asset Management, LLC 1.40% — 2,938 $1.5M
Alliance Wealth Advisors, LLC 0.32% Reduce -20.0% 2,936 $1.5M
Range Advisory, LLC 0.38% — 2,936 $1.5M
Denver Wealth Management, Inc. 0.52% Add +2.9% 2,935 $1.5M
Taylor Hoffman Capital Management LLC 0.45% Add +13.5% 2,926 $1.5M
Francis Financial, Inc. 0.29% Reduce -3.3% 2,925 $1.5M
Walkner Condon Financial Advisors LLC 0.20% Add +2.9% 2,924 $1.5M
Elevation Wealth Management LLC 1.41% — 2,921 $1.5M
Hamilton Capital Partners, LLC 0.49% Reduce -0.1% 2,921 $1.5M
Montz Harcus Wealth Management LLC 0.59% Reduce -3.0% 2,918 $1.5M
CMH Wealth Management LLC 0.31% Add +10.9% 2,915 $1.5M
Fairman Group, LLC 1.17% Reduce -0.3% 2,911 $1.5M
BlackDiamond Wealth Management, LLC 0.71% Add +5.4% 2,937 $1.5M
Keudell/Morrison Wealth Management 0.31% — 2,910 $1.5M
Riverwater Partners LLC 0.57% Add +0.5% 2,909 $1.5M
Valtinson Bruner Financial Planning LLC 0.42% Add +1.8% 2,904 $1.5M
Impact Partnership Wealth, LLC 0.19% Add +390.5% 2,904 $1.5M
Beacon Financial Advisory LLC 0.34% Reduce -7.5% 2,902 $1.5M
Hoertkorn Richard Charles 0.57% Reduce -16.2% 2,900 $1.5M
Farley Capital L.P. 1.08% Reduce -1.9% 2,894 $1.5M
Keeler & Nadler Financial Planning & Wealth Management 0.50% Reduce -2.8% 2,894 $1.5M
Midwestern Financial, LLC 1.20% Add +1.2% 2,889 $1.5M
Calydon Capital 0.24% Reduce -10.4% 2,886 $1.5M
F/m Investments LLC 0.06% Add +0.3% 2,886 $1.5M
Safe Harbor Fiduciary, LLC 1.28% — 2,884 $1.4M
Torray Investment Partners LLC 0.22% Reduce -88.3% 2,884 $1.4M
Affinity Capital Advisors, LLC 0.20% Add +11.7% 2,883 $1.4M
Financial Harvest, LLC 0.89% Add +4.4% 2,874 $1.4M
Strid Group, LLC 0.18% No change 2,870 $1.4M
Sunpointe, LLC 0.48% Reduce -4.9% 2,868 $1.4M
Havemeyer Place LP 0.28% — 2,868 $1.4M
Alessandra Capital Management, LLC 1.28% — 2,867 $1.4M
CKW Financial Group 0.16% Add +3.6% 2,864 $1.4M
Fell Capital Management 1.40% — 2,862 $1.4M
Tacita Capital Inc 0.83% Reduce -0.9% 2,860 $1.4M
Avise Financial Cooperative, Inc. 1.30% — 2,857 $1.4M
Pacific Capital Partners Ltd 1.52% Add +358.8% 2,854 $1.4M
New World Advisors LLC 0.24% Add +8.0% 2,849 $1.4M
Strategic Advocates LLC 0.37% Reduce -0.3% 2,842 $1.4M
Missouri Trust & Investment Co 0.42% Add +1.0% 2,835 $1.4M
Mattern Capital Management, LLC 0.17% Add +5.2% 2,832 $1.4M
Tannin Capital LLC 1.27% — 2,831 $1.4M
Hubbell Strickland Wealth Management, LLC 0.57% Reduce -1.1% 2,829 $1.4M
Heritage Financial Services, LLC 0.12% Reduce -19.8% 2,829 $1.4M
M. Kulyk & Associates, LLC 0.27% Reduce -2.4% 2,828 $1.4M
Marshall & Sterling Wealth Advisors Inc. 0.94% Reduce -11.5% 2,826 $1.4M
Sicart Associates LLC 0.38% Add +20.2% 2,825 $1.4M
Sprinkle Financial Consultants LLC 0.72% Reduce -0.4% 2,815 $1.4M
McGlone Suttner Wealth Management, Inc. 0.19% Add +3.8% 2,812 $1.4M
Sandro Wealth Management LLC 1.17% — 2,810 $1.4M
Ullmann Wealth Partners Group, LLC 0.15% Reduce -0.1% 2,958 $1.4M
Sierra Ocean, LLC 1.17% Reduce -8.1% 2,807 $1.4M
Legacy Capital Group California, Inc. 0.34% Add +0.9% 2,805 $1.4M
Good Harbor Advisors, Inc. 1.64% — 2,800 $1.4M
Farringdon Capital, Ltd. 0.34% Reduce -6.6% 2,795 $1.4M
CM Wealth Advisors LLC 0.32% Add +193.5% 2,794 $1.4M
Financial Alternatives, Inc 0.82% No change 2,793 $1.4M
Centerpoint Advisors, LLC 0.43% No change 2,791 $1.4M
Ethos Capital Management, Inc. 1.32% — 2,790 $1.4M
Coerente Capital Management 0.26% Add +100.9% 2,787 $1.4M
Compass Advisory Group LLC 0.38% Add +3.8% 2,786 $1.4M
Guardian Investment Management 1.09% Reduce -5.1% 2,780 $1.4M
Boothbay Fund Management, LLC 0.04% Add +55.7% 2,780 $1.4M
REDW Wealth LLC 0.53% Add +1.1% 2,778 $1.4M
Skba Capital Management LLC 0.20% Reduce -0.4% 2,778 $1.4M
SVRN Asset Management, LLC 1.15% — 2,773 $1.4M
Davis Capital Management 0.96% Reduce -0.1% 2,767 $1.4M
Phillips Financial Management, LLC 0.09% Add +0.4% 2,767 $1.4M
Wealthgarden F.S. LLC 0.92% Add +1.3% 2,874 $1.4M
Veratis Advisors, Inc. 1.10% — 2,754 $1.4M
Banque de Luxembourg S.A. 0.59% Add +9.5% 2,757 $1.4M
Warburton Capital Management, LLC 0.78% Add +0.0% 2,753 $1.4M
GPS Wealth Strategies Group, LLC 1.18% Reduce -81.7% 2,750 $1.4M
Kensington Investment Counsel, LLC 0.56% Add +7.8% 2,748 $1.4M
Charter Research & Investment Group, Inc. 0.92% No change 2,739 $1.4M
Brooklyn FI, LLC 0.29% Reduce -0.3% 2,738 $1.4M
Advus Financial Partners, LLC 0.33% Reduce -12.6% 2,729 $1.4M
TSG Advice Partners, LLC 0.21% — 2,728 $1.4M
Summit Securities Group LLC 0.24% Reduce -13.9% 2,724 $1.4M
Cannon Advisors, Inc. 0.96% Reduce -0.9% 2,772 $1.4M
Investment Partners Asset Management, Inc. 0.85% Add +0.0% 2,718 $1.4M
Cladis Investment Advisory, LLC 0.75% No change 3,198 $1.4M
Financially in Tune, LLC 1.27% — 2,715 $1.4M
Sageworth Trust Co 0.06% Reduce -53.4% 2,715 $1.4M
Trifecta Capital Advisors, LLC 0.20% Reduce -24.9% 2,714 $1.4M
Broyhill Asset Management, LLC 1.20% No change 2,711 $1.4M
Pinnacle West Asset Management, Inc. 0.88% Reduce -1.8% 2,710 $1.4M
J. Team Financial, Inc. 1.36% Reduce -3.8% 2,707 $1.4M
Beto Financial Group, LLC 0.92% — 2,791 $1.4M
Claris Financial LLC 0.72% No change 2,701 $1.4M
L & S Advisors Inc 0.14% Reduce -2.9% 2,698 $1.4M
CCG Wealth Management, LLC 0.58% Reduce -9.5% 2,697 $1.4M
Wilkerson Advisory Group LLC 0.48% — 2,697 $1.4M
Fermata Advisors, LLC 0.33% Add +2.6% 2,695 $1.4M
Mars Jewett Financial Group, Inc. 0.40% — 2,708 $1.4M
FORM Wealth Advisors, LLC 0.16% — 2,694 $1.4M
HT Partners LLC 0.40% No change 2,693 $1.4M
TritonPoint Partners, LLC 0.72% — 2,690 $1.4M
River Street Advisors LLC 0.51% Reduce -3.5% 2,685 $1.3M
Legacy Capital Wealth Partners, LLC 0.29% Add +21.0% 2,684 $1.3M
Symmetry Partners, LLC 0.08% Add +18.1% 2,682 $1.3M
Essex LLC 0.24% Add +2.7% 2,680 $1.3M
SKY-Mountain Capital Management, Inc. 0.90% Add +22.1% 2,785 $1.3M
CMC Financial Group 2.40% Reduce -0.1% 2,677 $1.3M
Allie Family Office LLC 0.63% Add +19.1% 2,672 $1.3M
Kennebec Savings Bank 1.16% Add +0.0% 2,667 $1.3M
Columbia Advisory Partners LLC 0.91% Reduce -4.7% 2,665 $1.3M
Reliant Investment Partners, LLC 1.05% Reduce -5.7% 2,662 $1.3M
Cornerstone Advisors Asset Management, LLC 0.22% Add +20.4% 2,661 $1.3M
Waycross Investment Management Co 1.17% No change 2,652 $1.3M
Prospect Financial Group LLC 1.24% Reduce -0.6% 2,650 $1.3M
Trivant Custom Portfolio Group, LLC 0.77% Add +46.7% 2,648 $1.3M
Runnymede Capital Advisors, Inc. 0.77% Add +508.7% 2,648 $1.3M
Motco 0.12% Reduce -0.8% 2,638 $1.3M
Z3 Capital Partners, LLC 0.32% — 2,636 $1.3M
Opal Capital LLC 0.33% — 2,656 $1.3M
Triune Financial Partners, LLC 0.31% Reduce -4.2% 2,755 $1.3M
Convergence Investment Partners, LLC 0.26% Reduce -3.9% 2,633 $1.3M
SC&H Financial Advisors, Inc. 0.20% Add +0.5% 2,630 $1.3M
Flynn Zito Capital Management, LLC 0.47% Add +2.2% 2,629 $1.3M
Chancellor Financial Group WB LP 0.90% Add +3.6% 2,628 $1.3M
BlueSky Wealth Advisors, LLC 0.17% Reduce -5.4% 2,628 $1.3M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.44% Reduce -1.9% 2,625 $1.3M
MN Wealth Advisors, LLC 0.67% Reduce -8.3% 2,621 $1.3M
Lavelle Capital LP 0.83% — 2,621 $1.3M
Ridge Creek Global, Inc 1.10% — 2,619 $1.3M
J.M. Arbour, LLC 1.31% — 2,618 $1.3M
Ackerman Capital Advisors, LLC 0.26% Reduce -2.4% 2,618 $1.3M
Prosperity Financial Group, Inc. 0.47% Add +0.6% 2,615 $1.3M
Kera Capital Partners, Inc. 0.16% Add +11.8% 2,735 $1.3M
True Link Financial Advisors, LLC 0.08% Add +4.4% 2,614 $1.3M
Terril Brothers, Inc. 0.34% Add +0.0% 2,613 $1.3M
Stablepoint Partners, LLC 0.20% Reduce -1.1% 2,612 $1.3M
Gentry Private Wealth, LLC 0.82% Add +40.3% 2,603 $1.3M
McKinley Carter Wealth Services, Inc. 0.07% Reduce -6.9% 2,603 $1.3M
Wealthquest Corp 0.10% New 2,600 $1.3M
Syntegra Private Wealth Group, LLC 0.12% Reduce -0.1% 2,597 $1.3M
HBE Wealth Management, LLC 1.23% — 2,595 $1.3M
Kohmann Bosshard Financial Services, LLC 0.12% Add +102.3% 4,805 $1.3M
Mechanics Financial Corp 0.48% Add +0.9% 2,581 $1.3M
MTM Investment Management, LLC 0.41% Reduce -31.1% 2,581 $1.3M
Beaton Management Co. Inc. 0.57% Reduce -9.6% 2,578 $1.3M
Sutton Place Investors LLC 0.71% Add +1.9% 2,578 $1.3M
North Dallas Bank & Trust Co. 0.84% — 2,576 $1.3M
Elevated Private Wealth, LLC 1.35% — 2,576 $1.3M
Somerville Kurt F 0.22% Reduce -18.3% 2,573 $1.3M
Wick Capital Partners, LLC 0.23% Add +35.2% 2,571 $1.3M
Sharp Wealth Advisory, LLC 0.65% Add +1.4% 2,564 $1.3M
Paradigm Asset Management Co. LLC 0.30% Reduce -3.8% 2,564 $1.3M
Paragon Advisors, LLC 0.35% No change 2,563 $1.3M
Community Financial Services Group, LLC 0.24% Reduce -20.7% 2,562 $1.3M
Orrstown Financial Services Inc. 0.21% Reduce -10.9% 2,562 $1.3M
First Financial Group Corp 1.09% Reduce -1.4% 2,559 $1.3M
Jackson Thornton Wealth Management, LLC 0.12% Add +16.8% 2,576 $1.3M
Cookson Peirce & Co. Inc. 0.05% Reduce -1.2% 2,557 $1.3M
Athena Investment Management 0.66% Reduce -3.7% 2,549 $1.3M
Horizon Wealth Management, LLC 0.20% Reduce -11.8% 2,546 $1.3M
Investmark Advisory Group LLC 0.55% No change 2,546 $1.3M
Arista Wealth Management, LLC 0.16% Add +0.3% 2,545 $1.3M
DV Equities, LLC 0.23% — 2,543 $1.3M
Aspen Investment Management Inc 0.39% New 2,543 $1.3M
GatePass Capital, LLC 0.67% Add +255.4% 2,541 $1.3M
Cedar Point Capital Partners, LLC 0.82% Add +8.6% 2,540 $1.3M
Avantra Family Wealth, Inc. 0.93% Add +0.7% 2,539 $1.3M
Founders Grove Wealth Partners, LLC 0.29% Add +13.7% 2,539 $1.3M
Provenance Wealth Advisors, LLC 0.14% Reduce -3.5% 2,538 $1.3M
Boreal Capital Management LLC 1.17% Add +11.4% 2,537 $1.3M
Warwick Investment Management, Inc. 0.20% Add +5.2% 2,536 $1.3M
WESPAC Advisors SoCal, LLC 0.26% Reduce -0.7% 2,522 $1.3M
Northbridge Financial Group, LLC 0.57% — 2,521 $1.3M
Corundum Group, Inc. 0.42% Reduce -3.6% 2,515 $1.3M
4WEALTH Advisors, Inc. 1.09% Add +2.7% 2,515 $1.3M
CarsonAllaria Wealth Management, Ltd. 0.63% Add +0.2% 2,508 $1.3M
Private Wealth Management Group, LLC 0.34% Reduce -1.0% 2,503 $1.3M
Rodgers Brothers Inc. 0.15% No change 2,503 $1.3M
Capital Investment Counsel, Inc 0.15% No change 2,502 $1.3M
Titiun Yejiel 1.55% — 2,500 $1.3M
Clarus Group, Inc. 0.45% Reduce -4.8% 2,498 $1.3M
Alamar Capital Management, LLC 0.69% No change 2,489 $1.3M
Operose Advisors LLC 0.29% Add +0.4% 2,489 $1.3M
Hanover Advisors Inc. 0.49% Add +52.9% 2,487 $1.3M
Cedrus Wealth Group LLC 1.15% — 2,484 $1.2M
Sawgrass Asset Management LLC 0.16% Reduce -0.1% 2,483 $1.2M
Willis Johnson & Associates, Inc. 0.08% Add +1.1% 2,481 $1.2M
Midway Capital Research & Management 1.21% — 2,479 $1.2M
Riggs Asset Managment Co. Inc. 0.25% No change 2,479 $1.2M
Diversified Portfolios, Inc. 0.10% Add +10.6% 2,478 $1.2M
Clark Wealth Partners 0.76% No change 2,470 $1.2M
Consilio Wealth Advisors, LLC 0.36% Reduce -1.4% 2,469 $1.2M
Wayfinding Financial, LLC 0.53% Add +1.2% 2,469 $1.2M
Fortis Capital Advisors, LLC 0.18% Add +19.0% 2,468 $1.2M
Marquette Asset Management, LLC 0.18% Add +0.5% 2,467 $1.2M
Greykasell Wealth Strategies, Inc. 0.49% No change 2,465 $1.2M
XY Planning Network, Inc. 0.22% Add +43.1% 2,462 $1.2M
49 Wealth Management, LLC 0.10% Add +43.3% 2,460 $1.2M
KW Wealth Management LLC 1.87% Add +7.6% 2,457 $1.2M
Rice Hall James & Associates, LLC 0.07% No change 2,450 $1.2M
Ti-Trust, Inc. 0.76% No change 2,447 $1.2M
Rather & Kittrell, Inc. 0.20% Add +45.6% 2,445 $1.2M
Storen Legacy Partners, LLC 0.39% — 2,442 $1.2M
Farmers Trust Co. 0.20% Reduce -0.5% 2,442 $1.2M
Lauterbach Financial Advisors, LLC 0.60% Add +2.5% 2,440 $1.2M
Consilium Wealth Advisory, LLC 0.45% Add +1.6% 2,439 $1.2M
TLWM 0.22% Reduce -12.3% 2,434 $1.2M
Caerus Investment Advisors, LLC 0.41% Reduce -25.1% 2,434 $1.2M
Uniting Wealth Partners, LLC 0.37% Add +14.4% 2,432 $1.2M
Golden Reserve Retirement LLC 0.23% New 2,432 $1.2M
CoreFirst Bank & Trust 0.66% Add +2.0% 2,425 $1.2M
Amplius Wealth Advisors, LLC 0.10% Reduce -12.3% 2,423 $1.2M
Capital Planning LLC 0.34% Reduce -0.2% 2,449 $1.2M
Uptick Partners, LLC 0.26% Add +4.6% 2,421 $1.2M
TMB Capital Partners, LLC 0.41% — 2,414 $1.2M
Veracity Capital LLC 0.36% Reduce -4.1% 2,412 $1.2M
Harvest Investment Services, LLC 0.23% Add +30.7% 2,412 $1.2M
Visionary Horizons, LLC 0.63% Add +1.6% 2,409 $1.2M
Clean Yield Group 0.34% Reduce -1.5% 2,408 $1.2M
Wealth Forward, LLC 0.68% Add +0.4% 2,400 $1.2M
Trigran Investments, Inc. 0.24% No change 2,400 $1.2M
Meadowbrook Advisors Group, LLC 0.68% — 2,398 $1.2M
AGH Wealth Advisors, LLC 0.91% Reduce -27.0% 2,397 $1.2M
Flatrock Wealth Partners LLC 0.58% — 2,396 $1.2M
King Wealth Management Group 0.15% Add +37.0% 2,396 $1.2M
Sheets Smith Wealth Management 0.13% Add +4.0% 2,392 $1.2M
First Bancorp, Inc 0.64% Reduce -0.8% 2,391 $1.2M
Carbahal Olsen Financial Services Group, LLC 0.92% No change 2,389 $1.2M
Global Wealth Management Investment Advisory, Inc. 0.19% Reduce -7.4% 2,389 $1.2M
Alteri Wealth LLC 0.39% Add +12.4% 2,386 $1.2M
StrongBox Wealth, LLC 0.39% Reduce -1.1% 2,383 $1.2M
Long Run Wealth Advisors, LLC 0.23% Reduce -0.0% 2,381 $1.2M
Retirement Solution LLC 0.26% New 2,373 $1.2M
Wealth Group, Ltd. 1.16% — 2,371 $1.2M
Fortitude Family Office, LLC 0.28% Add +34.7% 2,368 $1.2M
South Plains Financial, Inc. 0.71% Add +1.7% 2,368 $1.2M
First County Bank 0.63% Reduce -0.3% 2,367 $1.2M
AssuredPartners Investment Advisors, LLC 0.18% Add +15.8% 2,367 $1.2M
Benchmark Financial Wealth Advisors, LLC 0.34% Reduce -1.8% 2,366 $1.2M
Miller Financial Services LLC 1.39% Reduce -3.7% 2,353 $1.2M
Cyr Financial Inc. 0.74% Add +16.9% 2,353 $1.2M
apricus wealth, LLC 0.60% Add +0.9% 2,353 $1.2M
CV Advisors LLC 0.30% No change 2,353 $1.2M
Cohen Capital Management, Inc. 0.18% No change 2,352 $1.2M
Encompass Wealth Advisors, LLC 0.40% Reduce -38.4% 2,350 $1.2M
Westfield Capital Management Co. LP 0.00% No change 2,350 $1.2M
Covington Investment Advisors Inc. 0.16% Reduce -1.6% 2,350 $1.2M
Spectrum Strategic Capital Management, LLC 0.63% Reduce -37.1% 2,347 $1.2M
Hill Investment Group Partners, LLC 0.14% Add +0.5% 2,346 $1.2M
Broadleaf Partners, LLC 0.25% Add +0.9% 2,343 $1.2M
Global Trust Wealth Management LLC 0.87% — 2,339 $1.2M
DeDora Capital, Inc. 0.28% Add +0.3% 2,339 $1.2M
Retirement Wealth Solutions LLC 0.74% Add +1.0% 2,336 $1.2M
Integral Investment Advisors, Inc. 0.29% Add +21.0% 2,331 $1.2M
Aspire Growth Partners LLC 0.81% Reduce -0.6% 2,327 $1.2M
626 Financial, LLC 0.51% Reduce -1.1% 2,326 $1.2M
Sunesis Advisors, LLC 0.53% Reduce -3.3% 2,325 $1.2M
Capital Advisors, Ltd. LLC 0.13% Add +0.8% 2,319 $1.2M
Tradewinds Capital Management, LLC 0.25% Add +7.8% 2,319 $1.2M
Topsail Wealth Management, LLC 0.17% Add +2.6% 2,316 $1.2M
Cape Ann Savings Bank 0.60% Add +0.7% 2,314 $1.2M
Petersen Hastings Wealth Advisors Inc. 0.11% — 2,314 $1.2M
Phocas Financial Corp. 0.15% Reduce -2.5% 2,312 $1.2M
Inspire Advisors, LLC 0.11% Reduce -0.4% 2,310 $1.2M
Cooke & Bieler LP 0.01% No change 2,310 $1.2M
Xxi Wealth, LLC 0.71% — 2,309 $1.2M
Financial Advisors Network, Inc. 0.16% Add +1.3% 2,306 $1.2M
Landaas & Co. /Wi 0.25% No change 2,304 $1.2M
Canandaigua National Trust Co of Florida 0.72% Add +55.5% 2,300 $1.2M
Per Stirling Capital Management, LLC. 0.13% Add +2.3% 2,293 $1.2M
White Pine Capital LLC 0.32% Add +7.3% 2,292 $1.2M
Rowlandmiller & Partners.adv 0.22% Reduce -15.2% 2,290 $1.2M
TPG Advisors LLC 0.72% No change 2,289 $1.2M
Quantum Financial Advisors, LLC 0.13% Add +0.3% 2,285 $1.1M
Paladin Wealth, LLC 0.78% Reduce -8.6% 2,284 $1.1M
Sterling Financial Planning, Inc. 0.35% No change 2,282 $1.1M
Sunflower Bank, N.A. 0.29% Add +6.0% 2,282 $1.1M
IAM Advisory, LLC 0.25% No change 2,281 $1.1M
Sage Rhino Capital LLC 0.22% Reduce -1.6% 2,278 $1.1M
CBIZ Investment Advisory Services, LLC 0.04% Add +10.7% 2,273 $1.1M
Coyle Financial Counsel LLC 0.24% Add +22.9% 2,273 $1.1M
Wealth Group Ltd 0.26% Reduce -10.4% 2,272 $1.1M
Investment Research Partners LLC 0.49% Add +3.9% 2,270 $1.1M
Home Federal Bank of Tennessee 0.30% Reduce -3.1% 2,268 $1.1M
Parkshore Wealth Management, Inc. 0.43% Add +1.8% 2,268 $1.1M
GEN Financial Management, INC. 0.72% Add +0.1% 2,263 $1.1M
Capital Group Investment Management Pte. LTD. 0.18% Add +4.3% 2,261 $1.1M
BOS Asset Management, LLC 0.31% No change 2,260 $1.1M
Continental Investors Services, Inc. 1.46% Reduce -5.9% 2,359 $1.1M
Legacy Wealth Partners, LLC 0.29% — 2,253 $1.1M
Tidemark, LLC 0.32% Reduce -4.7% 2,252 $1.1M
American Assets Investment Management, LLC 0.08% No change 2,250 $1.1M
Benchmark Financial, LLC 1.13% — 2,247 $1.1M
Vilga Financial Planning LLC 1.08% — 2,245 $1.1M
WMG Financial Advisors, LLC 0.46% Reduce -29.1% 2,244 $1.1M
Mma Asset Management LLC 0.40% Reduce -13.0% 2,241 $1.1M
Oxbow Advisors, LLC 0.10% Reduce -23.6% 2,241 $1.1M
Brevan Howard Capital Management LP 0.02% Reduce -92.5% 2,237 $1.1M
Defined Wealth Management, LLC 0.65% Reduce -0.8% 2,236 $1.1M
Riverchase Wealth Management, LLC 0.61% No change 2,234 $1.1M
Prosperity Bancshares Inc 1.01% — 2,226 $1.1M
Argyle Capital Management, LLC 0.37% No change 2,226 $1.1M
Commonwealth Financial Services, LLC 0.18% Add +13.0% 2,225 $1.1M
Foster & Motley Inc. 0.06% Add +1.8% 2,224 $1.1M
Lynch Investment Planning, LLC 1.07% — 2,223 $1.1M
Promethium Advisors,llc 0.60% Add +2.6% 2,220 $1.1M
Triton Wealth Management, PLLC 0.42% Reduce -0.2% 2,253 $1.1M
Cardinal Strategic Wealth Guidance 0.29% Reduce -7.9% 2,216 $1.1M
DDFG, Inc 0.24% Add +0.9% 2,216 $1.1M
Barden Capital Management, Inc. 0.91% Reduce -3.1% 2,214 $1.1M
Hengehold Capital Management LLC 0.09% Add +0.9% 2,207 $1.1M
Wagner Wealth Management, LLC 0.24% Add +72.4% 2,207 $1.1M
Probity Advisors, Inc. 0.18% Add +5.2% 2,199 $1.1M
LeConte Wealth Management, LLC 0.72% Add +2.7% 2,197 $1.1M
Gainplan LLC 0.41% Reduce -10.0% 2,193 $1.1M
J.E. Simmons & Co., P.C. 0.71% — 2,190 $1.1M
Investidor Profissional Gestao de Recursos Ltda. 0.82% Reduce -10.6% 2,189 $1.1M
First Financial Bankshares Inc 0.02% Reduce -0.3% 2,185 $1.1M
Cordgrass Capital Advisors, LLC 0.26% No change 2,181 $1.1M
Maripau Wealth Management LLC 0.50% Add +24.6% 2,181 $1.1M
Payne Capital Management, LLC 0.34% No change 2,170 $1.1M
Bluebird Wealth Management LLC 1.02% — 2,167 $1.1M
Financial Management Professionals, Inc. 0.11% Reduce -12.4% 2,166 $1.1M
CGN Advisors LLC 0.09% Add +1.1% 2,163 $1.1M
Snowwater Investment Partners, LLC 1.00% — 2,160 $1.1M
Contravisory Investment Management, Inc. 0.21% Reduce -1.6% 2,159 $1.1M
Financial Consulate, Inc. 0.15% Add +0.3% 2,155 $1.1M
Tulsa Wealth Advisors, INC 0.36% — 2,153 $1.1M
Precision Wealth Strategies, LLC 0.35% Reduce -13.3% 2,153 $1.1M
PCG Asset Management, LLC 0.86% Reduce -9.1% 2,148 $1.1M
BlueChip Wealth Advisors LLC 0.45% Reduce -4.0% 2,148 $1.1M
Allium Financial Advisors, LLC 0.85% Add +2.3% 2,137 $1.1M
Investment Management Associates Inc. 0.30% Reduce -77.2% 2,136 $1.1M
Rossby Financial, LCC 0.34% Add +7.9% 2,130 $1.1M
Aventura Private Wealth, LLC 0.38% Add +1.1% 2,127 $1.1M
Ariadne Wealth Management, LP 0.44% Reduce -2.6% 2,136 $1.1M
Boyd Watterson Asset Management LLC 0.31% No change 2,125 $1.1M
KWB Wealth 0.10% Reduce -61.7% 2,121 $1.1M
Tarbox Family Office, Inc. 0.17% Reduce -2.8% 2,120 $1.1M
Motive Wealth Advisors 0.45% Reduce -0.3% 2,119 $1.1M
Colton Groome Financial Advisors, LLC 0.31% Add +104.7% 2,119 $1.1M
2UniFi Bank 0.51% Add +13.8% 2,117 $1.1M
Act Wealth Management, LLC 0.35% Reduce -2.9% 2,113 $1.1M
Elm Partners Management LLC 0.05% Add +16.6% 2,110 $1.1M
Shoker Investment Counsel, Inc. 0.31% Reduce -12.8% 2,105 $1.1M
First United Bank & Trust 0.34% Reduce -29.4% 2,104 $1.1M
Cascade Investment Group, Inc. 0.70% Add +5.0% 2,096 $1.1M
Family Office Research LLC 0.43% Reduce -3.2% 2,095 $1.1M
Sendero Wealth Management, LLC 0.12% Add +8.0% 2,088 $1.0M
Elk River Wealth Management LLC 0.17% Reduce -1.1% 2,087 $1.0M
Brand Asset Management Group, Inc. 0.29% Add +50.8% 2,087 $1.0M
Rosenberg Matthew Hamilton 0.22% Add +6.4% 2,084 $1.0M
Betterment LLC 0.00% Add +46.9% 2,083 $1.0M
Goldenstone Wealth Management LLC 0.78% — 2,080 $1.0M
Coastline Complete Wealth LLC 0.66% — 2,080 $1.0M
Orleans Capital Management Corp. 0.65% Add +66.4% 2,080 $1.0M
Milestones Administradora de Recursos Ltda. 0.35% No change 2,080 $1.0M
Tempus Wealth Planning, LLC 0.24% Reduce -0.3% 2,079 $1.0M
Twelve Points Wealth Management LLC 0.24% Add +3.3% 2,093 $1.0M
Signet Private Wealth LLC 1.00% — 2,075 $1.0M
Ayrshire Capital Management LLC 0.48% Reduce -8.5% 2,075 $1.0M
Aristotle Capital Management, LLC 0.00% No change 2,075 $1.0M
Verus Financial Partners, Inc. 0.10% Add +15.2% 2,157 $1.0M
LJI Wealth Management, LLC 0.16% Add +0.7% 2,073 $1.0M
Ipsen Advisor Group LLC 0.74% No change 2,070 $1.0M
Woodard & Co. Asset Management Group Inc. 0.16% Add +5.1% 2,070 $1.0M
Level Financial Advisors 0.27% Reduce -2.5% 2,069 $1.0M
Security Financial Services, INC. 0.16% Add +1.3% 2,067 $1.0M
Carmel Capital Partners, LLC 0.36% Add +232.2% 2,066 $1.0M
Eddie Patel Inc 0.77% — 2,063 $1.0M
BKM Wealth Management, LLC 0.38% Reduce -4.3% 2,061 $1.0M
Greenhouse Wealth Management, LLC 0.61% No change 2,060 $1.0M
Cascade Investment Advisors, Inc. 0.61% Reduce -5.5% 2,060 $1.0M
Cambridge Financial Group, LLC 0.36% Reduce -7.3% 2,055 $1.0M
Maryland Capital Advisors Inc. 0.35% Reduce -4.6% 2,058 $1.0M
Riverview Trust Co 1.25% Add +270.8% 2,054 $1.0M
Index Fund Advisors, Inc. 0.05% Add +0.1% 2,053 $1.0M
Stonehearth Capital Management, LLC 0.38% Add +5.7% 2,050 $1.0M
Five Oceans Advisors 0.36% Add +0.3% 2,050 $1.0M
RNC Capital Management LLC 0.05% No change 2,050 $1.0M
First Business Financial Services, Inc. 0.09% No change 2,047 $1.0M
Ulland Investment Advisors, LLC 0.83% No change 2,046 $1.0M
Hoxton Planning & Management, LLC 0.31% Add +3.3% 2,043 $1.0M
PeakShares LLC 1.00% — 2,040 $1.0M
Mayar Capital Ltd. 1.39% No change 2,038 $1.0M
Natural Investments, LLC 0.25% New 2,036 $1.0M
EdgeRock Capital LLC 0.27% Add +6.5% 2,035 $1.0M
Baron Wealth Management LLC 0.31% Add +6.8% 2,033 $1.0M
City National Bank of Florida 0.67% Add +12.4% 2,028 $1.0M
Boltwood Capital Management 0.26% Reduce -1.6% 2,026 $1.0M
Ade, LLC 0.49% No change 2,025 $1.0M
IMZ Advisory Inc 0.37% Reduce -0.5% 2,024 $1.0M
Integrity Advisory Solutions, LLC 0.15% Add +11.2% 2,023 $1.0M
Financial Futures Ltd Liability Co. 0.47% Add +0.3% 2,022 $1.0M
Wood Tarver Financial Group, LLC 0.29% No change 2,021 $1.0M
Harold Davidson & Associates Inc. 0.45% Add +0.1% 2,019 $1.0M
Nemes Rush Group LLC 0.10% Add +4.2% 2,010 $1.0M
OneAscent Family Office, LLC 0.68% Add +9.0% 2,010 $1.0M
McClarren Financial Advisors, Inc. 0.60% Reduce -29.3% 3,331 $1.0M
Sylvest Advisors, LLC 0.54% Add +0.5% 2,005 $1.0M
Leigh Baldwin & Co., LLC 0.66% Reduce -13.1% 2,003 $1.0M
Three Magnolias Financial Advisors, LLC 0.63% No change 2,003 $1.0M
Creative Capital Management Investments LLC 0.30% Add +1.0% 2,003 $1.0M
Wealthedge Investment Advisors, LLC 0.37% Reduce -0.7% 2,002 $1.0M
Cogent Private Wealth, Inc. 0.76% — 1,998 $1.0M
Sachem Hill LLC 0.20% No change 1,998 $1.0M
Opus Capital Group, LLC 0.11% New 1,992 $1.0M
Carr Financial Group Corp 0.27% Reduce -1.4% 1,991 $1.0M
Shelton Wealth Management, LLC 0.44% Add +0.1% 1,988 $999K
Anderson Hoagland & Co. 0.09% Add +3.3% 1,988 $999K
Blue Bell Private Wealth Management, LLC 0.15% Add +0.5% 1,987 $999K
Cherrydale Wealth Management, LLC 0.30% No change 1,982 $996K
CWS Financial Advisors, LLC 0.27% Reduce -1.1% 1,982 $996K
Rooted Wealth Advisors, Inc. 0.28% Add +3.5% 1,974 $995K
Yarbrough Capital, LLC 0.03% No change 1,977 $994K
Campion Asset Management 0.69% No change 1,976 $993K
Oakmont Investment Advisors, Inc. 0.73% — 1,975 $993K
BCK Partners, Inc. 0.54% No change 1,974 $992K
Austin Wealth Management, LLC 0.15% Reduce -12.1% 1,984 $992K
Objective Capital Management, LLC 1.01% Reduce -6.8% 1,972 $991K
Gerber, LLC 0.55% No change 1,971 $991K
Transcendent Capital Group LLC 0.45% Reduce -0.9% 1,970 $990K
MFA Wealth Services 0.67% Reduce -0.4% 1,969 $990K
ATLas Financial Planning LLC 0.97% — 1,967 $989K
Almanack Investment Partners, LLC. 0.17% Reduce -22.8% 1,964 $987K
ABLE Financial Group, LLC 0.20% Reduce -1.0% 1,962 $986K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.01% Reduce -2.0% 1,960 $985K
Matrix Private Capital Group LLC 0.50% Add +3.0% 1,959 $985K
Jackson Hole Capital Partners, LLC 0.17% No change 1,959 $985K
Blue Edge Capital, LLC 0.13% Reduce -5.9% 1,958 $984K
Seascape Capital Management 0.28% Reduce -27.2% 1,958 $984K
Marco Investment Management LLC 0.07% Reduce -4.9% 1,953 $982K
RAM Investment Partners, LLC 0.18% Reduce -23.1% 1,952 $981K
Warner Financial, Inc. 0.34% No change 1,951 $981K
Capital CS Group, LLC 1.55% No change 1,951 $981K
TrueWealth Advisors, LLC 0.25% Reduce -0.7% 1,951 $981K
Sageworth Trust Co of South Dakota 0.80% Reduce -0.5% 1,950 $980K
OLIO Financial Planning 0.27% Reduce -4.1% 1,949 $980K
Juncture Wealth Strategies, LLC 0.32% Reduce -4.5% 1,944 $977K
Total Investment Management Inc. 0.13% Add +0.3% 1,944 $977K
Emerald Advisors, LLC 0.13% Reduce -3.8% 1,943 $977K
Fourpath Capital Management, LLC 0.13% Reduce -0.6% 1,940 $975K
Xcelsior Advisor Partners LLC 0.47% — 1,935 $973K
Thrive Capital Management, LLC 0.22% Add +4.0% 1,932 $971K
Wealthspire Retirement, LLC 0.06% Reduce -0.6% 1,931 $971K
Pandora Wealth, Inc. 0.59% Reduce -17.7% 1,931 $971K
Sunbeam Capital Management, LLC 0.58% Reduce -0.8% 1,931 $971K
Johnson Financial Group, LLC 0.06% Add +7.1% 1,931 $971K
MBA Advisors LLC 0.39% Add +13.2% 1,924 $967K
Vanguard Capital Wealth Advisors 0.78% No change 1,923 $967K
Rakuten Securities, Inc. 0.31% Add +8.5% 1,921 $966K
Selective Wealth Management, Inc. 0.30% Reduce -7.3% 1,946 $959K
Whalen Wealth Management Inc. 0.51% New 1,906 $958K
Acorn Creek Capital LLC 0.34% Add +0.7% 1,906 $958K
Gilman Hill Asset Management, LLC 0.15% Reduce -1.8% 1,903 $957K
Wallington Asset Management, LLC 0.12% No change 1,903 $957K
Planned Solutions, Inc. 0.31% No change 1,902 $956K
WestHill Financial Advisors, Inc. 0.18% Reduce -5.1% 1,899 $955K
Rydar Equities, Inc. 0.74% Reduce -7.8% 1,898 $954K
Stableford Capital II LLC 0.34% Reduce -2.7% 1,896 $953K
Isthmus Partners, LLC 0.11% New 1,896 $953K
Prota Financial, LLC 0.69% — 1,892 $951K
Trillium Asset Management, LLC 0.03% Reduce -2.0% 1,890 $950K
Semus Wealth Partners LLC 0.51% Add +3.0% 1,889 $950K
Fortem Financial Group, LLC 0.25% Reduce -5.0% 1,889 $950K
Raffa Wealth Management, LLC 0.15% No change 1,889 $950K
Harbor Group, Inc. 0.14% Reduce -15.0% 1,887 $949K
Dynamic Financial Group 0.81% Reduce -11.1% 1,887 $948K
Souders Financial Advisors 0.11% Add +1.4% 1,886 $948K
Sage Investment Advisers LLC 0.71% — 1,885 $947K
John G Ullman & Associates Inc. 0.13% Add +0.3% 1,884 $947K
M.E. Allison & Co., Inc. 0.64% No change 1,883 $946K
Asahi Life Asset Management Co., LTD. 0.53% Reduce -25.2% 1,883 $946K
Cedar Mountain Advisors, LLC 0.18% No change 1,882 $946K
1620 Investment Advisors, Inc. 0.63% Reduce -3.0% 1,880 $945K
Legacy Wealth Advisors, LLC 0.62% — 1,879 $944K
First Pacific Financial 0.12% Reduce -4.2% 1,879 $944K
Menard Financial Group LLC 0.65% Reduce -0.9% 1,878 $944K
Kelly Financial Group LLC 0.24% No change 1,877 $943K
Bigelow Investment Advisors, LLC 0.37% No change 1,875 $942K
Estabrook Capital Management 0.14% No change 1,875 $942K
Stenham Asset Management Ltd 0.47% Add +17.6% 1,867 $938K
Meritas Wealth Management, LLC 0.45% Reduce -3.1% 1,866 $938K
Alpha Advisors, LLC 0.72% Reduce -0.6% 1,862 $936K
Strong Retirement Solutions LLC 0.63% — 1,862 $936K
High Net Worth Advisory Group LLC 0.22% Reduce -24.4% 1,862 $936K
Radnor Capital Management, LLC 0.14% Add +5.7% 1,860 $935K
Gordian Advisors LLC 0.62% No change 1,852 $931K
Leith Wheeler Investment Counsel Ltd. 0.07% Reduce -96.4% 1,845 $927K
Bruni J V & Co. 0.09% Reduce -0.7% 1,844 $927K
Boyar Asset Management Inc. 0.59% Reduce -6.8% 1,843 $926K
Optivise Advisory Services LLC 0.53% Add +17.1% 1,840 $925K
Smithbridge Asset Management Inc. 0.08% Add +76.9% 1,840 $925K
Spectrum Investment Advisors, Inc. 0.46% Add +35.9% 1,837 $923K
VERITY Wealth Advisors 0.57% No change 1,835 $922K
DMKC Advisory Services, LLC 0.40% Reduce -0.2% 1,835 $922K
TigerOak Management, L.L.C. 0.28% No change 1,833 $921K
Sequent Planning LLC 0.23% Reduce -0.3% 1,830 $920K
Old North State Trust, LLC 0.54% Reduce -8.8% 1,829 $919K
Prosperitas Financial LLC 0.36% Add +1.4% 1,819 $914K
BetterWealth, LLC 0.21% Reduce -1.0% 1,818 $914K
Pathfinder Wealth Consulting, Inc. 0.58% — 1,817 $913K
Asset Planning Services Inc. /La/ 0.40% Reduce -7.6% 1,815 $912K
Moisand Fitzgerald Tamayo, LLC 0.10% No change 1,812 $911K
Capital Square, LLC 0.46% Add +7.8% 1,801 $905K
Grove Street Fiduciary, LLC 0.38% No change 1,800 $905K
Thoma Capital Management LLC 0.52% Add +1.8% 1,796 $903K
New Covenant Trust Company, N.A. 0.81% Add +2.9% 1,814 $901K
Northern Lights Advisors, Inc. 0.62% — 1,791 $900K
Thryve Wealth Management LLC 0.45% — 1,789 $899K
Heritage Wealth Management, Inc./Texas 0.39% No change 1,788 $899K
Fairvoy Private Wealth, LLC 0.20% Add +4.2% 1,787 $898K
AAF Wealth Management, LLC 0.38% Add +32.7% 1,785 $897K
Dearborn Partners LLC 0.04% Reduce -2.4% 1,785 $897K
Atom Investors LP 0.07% Add +0.5% 1,781 $895K
Birchwood Financial Partners, Inc. 0.89% — 1,779 $894K
Olistico Wealth, LLC 0.44% No change 1,775 $892K
Wealth Advisors of Tampa Bay, LLC 0.31% Reduce -54.2% 1,775 $892K
Sterling Wealth Management, Inc. 0.25% Reduce -5.3% 1,775 $892K
PFC Capital Group, Inc. 0.37% Add +20.3% 1,775 $892K
Tripletail Wealth Management, LLC 1.13% Reduce -16.1% 1,773 $891K
Yoder Wealth Management, Inc. 0.41% Add +1.8% 1,773 $891K
CAP Partners, LLC 0.50% Reduce -3.8% 1,772 $891K
DT Investment Partners, LLC 0.07% Add +0.3% 1,772 $891K
Opal Wealth Advisors, LLC 0.23% Add +40.7% 1,771 $890K
Lam Group, Inc. 0.51% Reduce -2.8% 1,771 $890K
Investment Counsel Co. of Nevada 1.91% No change 1,769 $889K
GW&K Investment Management, LLC 0.01% Add +11.8% 1,769 $889K
Great Waters Wealth Management 0.10% No change 1,768 $889K
Martin Capital Advisors, LLP 0.52% No change 1,767 $888K
Human Investing LLC 0.13% Reduce -3.2% 1,767 $888K
Navalign, LLC 0.22% No change 1,764 $887K
Meramec Financial Planners, LLC 0.35% — 1,744 $886K
Heritage Family Offices, LLP 0.40% Add +3.1% 1,760 $885K
Hyposwiss Advisors SA 0.87% — 1,760 $885K
Clay Northam Wealth Management, LLC 0.49% Reduce -1.4% 1,760 $885K
FMB Wealth Management 0.35% Reduce -0.2% 1,759 $884K
Hyperion Capital Advisors LP 0.43% No change 1,754 $882K
Exchange Bank 0.61% No change 1,752 $881K
Mfa Wealth Advisors, LLC 0.19% Reduce -2.2% 1,752 $881K
Lecap Asset Management Ltd. 0.35% Add +29.4% 1,750 $880K
SFG Wealth Management, LLC. 0.35% Add +34.6% 1,749 $879K
August Group Capital Ltd 0.97% — 1,743 $876K
Cooper/Haims Advisors, LLC 0.40% Add +2.2% 1,741 $875K
EJMK Ventures LLC 0.54% — 1,740 $875K
Beirne Wealth Consulting Services, LLC 0.25% Reduce -2.3% 1,739 $874K
Mainsail Asset Management, LLC 0.37% Add +7.7% 1,739 $874K
Keb Asset Management, LLC 0.18% Add +0.6% 1,737 $873K
William Allan Corp 0.50% Reduce -11.8% 1,737 $873K
Birchcreek Wealth Management, LLC 0.43% Reduce -16.4% 1,729 $869K
Anson Funds Management LP 0.12% Add +7.2% 1,727 $868K
Crestmont Private Wealth LLC 0.28% Reduce -1.0% 1,725 $867K
Wall Street Financial Group, Inc. 0.63% Add +5.0% 1,723 $866K
Cora Capital Advisors LLC 0.34% Add +19.1% 1,723 $866K
Kure Advisory, LLC 0.48% Add +6.6% 1,722 $866K
Keating Financial Advisory Services, Inc. 0.12% — 1,722 $866K
Successful Portfolios LLC 0.44% New 1,732 $864K
B&D White Capital Company, LLC 0.10% Reduce -79.1% 1,718 $864K
Capital Investment Services of America, Inc. 0.08% Add +5.8% 1,717 $863K
Johnson & White Wealth Management, LLC 0.38% No change 1,716 $863K
Gutierrez Wealth Advisory, LLC 0.54% Add +19.5% 1,715 $862K
Paragon Financial Partners, Inc. 0.53% No change 1,713 $861K
Forza Wealth Management, LLC 0.31% No change 1,711 $860K
Paradigm, Strategies in Wealth Management, LLC 0.56% No change 1,709 $859K
Horizon Investment Services, LLC 0.31% New 1,706 $858K
Fullerton Fund Management Co Ltd. 0.04% Add +29.1% 1,704 $857K
Winslow Asset Management Inc. 0.16% Reduce -2.9% 1,701 $855K
Prevail Innovative Wealth Advisors, LLC 0.15% No change 1,699 $854K
Bogart Wealth, LLC 0.03% Reduce -7.8% 1,699 $854K
Cape Investment Advisory, Inc. 0.26% Add +122.0% 1,698 $853K
Collaborative Wealth Managment Inc. 0.30% Add +80.6% 1,694 $851K
Central Bank & Trust Co. 0.13% Reduce -2.0% 1,693 $851K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.21% Add +7.3% 1,690 $849K
KFA Private Wealth Group, LLC 0.21% Add +3.7% 1,688 $848K
Westwood Wealth Management 0.64% New 1,687 $848K
Lionshead Wealth Management, LLC 0.64% Add +1.3% 1,687 $848K
Northstar Financial Companies, Inc. 0.67% Reduce -5.4% 1,685 $847K
Robinson Smith Wealth Advisors LLC 0.58% No change 1,684 $846K
Seeds Investor LLC 0.16% Add +13.8% 1,682 $845K
Hilton Head Capital Partners, LLC 0.49% — 1,681 $845K
Vista Investment Management 0.28% Reduce -1.5% 1,680 $844K
Directional Asset Management 0.74% — 1,678 $843K
West Bancorporation Inc. 0.44% No change 1,678 $843K
Orion Investment Co 0.26% No change 1,678 $843K
Vega Investment Solutions 0.13% — 1,677 $843K
Northern Capital Management, Inc. 0.45% Reduce -0.5% 1,677 $843K
Advantage Trust Co 0.38% Reduce -31.9% 1,677 $843K
Lazari Capital Management, Inc. 0.29% Add +4.2% 1,676 $843K
Partners in Financial Planning 0.14% Add +0.3% 1,674 $841K
Investment Management Corp. /Va/ 0.70% No change 1,671 $840K
Greenup Street Wealth Management LLC 0.12% Reduce -66.1% 1,669 $839K
Drake & Associates, LLC 0.17% Reduce -4.3% 1,667 $838K
Rainier Family Wealth Inc. 0.63% Add +61.5% 1,663 $836K
Foresight Capital Management Advisors, Inc. 0.45% Add +3.3% 1,662 $835K
Monograph Wealth Advisors, LLC 0.08% Reduce -20.6% 1,661 $835K
Progressive Investment Management Corp 0.20% No change 1,660 $834K
Mountain Pacific Investment Advisers LLC 0.14% No change 1,658 $833K
Argent Capital Management LLC 0.02% No change 1,658 $833K
Lifeworks Advisors, LLC 0.11% Reduce -8.5% 1,654 $831K
Essential Partners LLC 0.26% Add +2.0% 1,652 $830K
Vantage Financial Partners, LLC 0.17% Reduce -0.5% 1,651 $830K
Tower Wealth Partners, Inc. 0.46% Add +4.6% 1,650 $829K
Blue Line Capital, LLC / IL 0.98% — 1,649 $829K
Legend Capital Advisors LLC 0.46% — 1,649 $829K
Redmont Wealth Advisors LLC 1.25% Reduce -20.2% 1,647 $828K
Coign Capital Advisors LLC 0.43% Add +1.9% 1,644 $826K
PAX Financial Group, LLC 0.14% Reduce -8.9% 1,642 $825K
Define Financial, LLC 0.47% Add +16.1% 1,640 $824K
Curran Financial Partners, LLC 0.16% Add +6.6% 1,640 $824K
Global Financial Private Client, LLC 0.29% Add +1.7% 1,639 $824K
Houlihan Financial Resource Group, Ltd. 0.32% Add +96.1% 1,675 $823K
Centerpoint Advisory Group 0.63% Add +1.6% 1,637 $823K
Port Capital LLC 0.04% No change 1,636 $822K
Alpha Financial Partners LLC 0.50% Reduce -6.2% 1,632 $820K
Gaddis Premier Wealth Advisors LLC 0.62% — 1,631 $820K
MQS Management LLC 0.48% Add +57.0% 1,631 $820K
Carl P. Sherr & Co., LLC 0.37% Add +1.5% 1,706 $820K
Etesian Wealth Advisors, Inc. 0.26% Reduce -1.5% 1,624 $816K
Goodman Financial Corp 0.15% Add +15.6% 1,621 $815K
TrustBank 0.34% — 1,620 $814K
Integrity Wealth Solutions LLC 0.32% No change 1,619 $814K
Rik Saylor Financial, Inc. 0.60% No change 1,618 $813K
PFG Private Wealth Management, LLC 0.36% Reduce -0.1% 1,618 $813K
Morse Asset Management, Inc 0.16% Add +161.8% 1,618 $813K
Financial Network Wealth Advisors LLC 0.85% Reduce -1.3% 1,617 $813K
Oak Asset Management, LLC 0.28% Reduce -3.0% 1,615 $812K
Arvest Investments, Inc. 0.11% Add +24.1% 1,615 $812K
Dorato Capital Management 0.61% — 1,646 $812K
Berkshire Money Management, Inc. 0.08% New 1,612 $810K
Fonville Wealth Management LLC 0.17% Add +51.7% 1,611 $810K
Wealth Management Partners, LLC 0.23% Reduce -1.3% 1,611 $810K
RIA Advisory Group LLC 0.20% Reduce -7.5% 1,608 $808K
Clarion Wealth Managment Partners, LLC 0.75% No change 1,606 $807K
Ridgecrest Wealth Partners, LLC 0.44% Reduce -22.0% 1,606 $807K
Up Strategic Wealth Investment Advisors LLC 0.58% Add +22.7% 1,585 $805K
Dunhill Financial, LLC 0.25% Add +18.8% 1,892 $804K
Accel Wealth Management 0.22% Add +4.5% 1,599 $804K
Optima Capital LLC 0.35% Add +3.2% 1,597 $803K
Wealth Dimensions Group, Ltd. 0.16% Reduce -6.0% 1,596 $802K
Bernardo Wealth Planning LLC 0.15% Add +22.6% 1,595 $802K
Aquatic Capital Management LLC 0.02% New 1,595 $802K
Guardian Capital, LLC 0.72% — 1,594 $801K
Ark Wealth Advisors LLC 0.86% — 1,593 $801K
Stonebridge Financial Group, LLC / MO 0.69% — 1,593 $801K
Red Spruce Capital, LLC 0.32% No change 1,590 $799K
Boyce & Associates Wealth Consulting, Inc. 0.67% New 1,588 $798K
ERn Financial, LLC 0.15% Add +4.5% 1,588 $798K
WealthCollab, LLC 0.33% No change 1,585 $797K
Choice Wealth Advisors LLC 0.31% Reduce -2.6% 1,584 $796K
Keyes, Stange & Wooten Wealth Management, LLC 0.38% No change 1,583 $796K
Concorde Asset Management, LLC 0.32% Add +7.0% 1,580 $794K
Fortress Financial Group, LLC 0.59% No change 1,579 $794K
Legacy PCG, LLC 0.49% No change 1,577 $793K
HWG Holdings LP 0.19% Add +4.0% 1,577 $793K
Melone Private Wealth, LLC 0.34% No change 1,572 $790K
QP Wealth Management, LLC 0.69% — 1,567 $788K
Chokshi & Queen Wealth Advisors, Inc 0.41% Reduce -14.5% 1,566 $787K
Aua Capital Management, LLC 0.39% Add +14.2% 1,565 $787K
Scarborough Advisors, LLC 0.13% Add +2.5% 1,565 $787K
Monument Group Wealth Advisors, LLC 0.43% Add +111.8% 1,563 $786K
Parkwoods Wealth Partners, LLC 0.23% Add +4.1% 1,560 $784K
Smith Partners Wealth Management, LLC 0.72% — 1,558 $783K
McCarter Private Wealth Services LLC 0.35% Add +61.1% 1,556 $782K
IRON Financial LLC 0.36% Reduce -0.1% 1,555 $782K
Vision Capital Management, Inc. 0.09% No change 1,554 $781K
Deroy & Devereaux Private Investment Counsel Inc. 0.04% Reduce -2.5% 1,553 $781K
Ironwood Financial, llc 0.13% No change 1,566 $781K
Alterna Wealth Management, Inc. 0.65% Add +11.4% 1,553 $781K
Verisail Partners, LLC 0.32% No change 1,551 $780K
Advanced Portfolio Management, LLC 2.38% Reduce -8.7% 1,551 $780K
Main Street Group, LTD 0.27% No change 1,551 $780K
GK Wealth Management LLC 0.57% Add +1.0% 1,549 $779K
Clear Point Advisors Inc. 0.60% Reduce -12.7% 1,546 $777K
Hirtle & Co., LLC 0.03% Add +17.7% 1,546 $777K
Berkeley Capital Partners, LLC 0.18% Add +0.8% 1,543 $776K
DGS Capital Management, LLC 0.13% Add +1.9% 1,540 $774K
Wise Wealth Partners 1.11% Reduce -17.4% 1,539 $774K
Shared Vision Wealth Group LLC 0.31% No change 1,598 $773K
Ssi Investment Management LLC 0.29% No change 1,535 $772K
Gould Asset Management LLC 0.14% Reduce -1.0% 1,535 $772K
Carrera Capital Advisors 0.13% Add +38.3% 1,529 $769K
Integrated Capital Management, LLC 0.33% No change 1,526 $767K
Highlander Partners, L.P. 0.28% No change 1,525 $767K
Guild Investment Management, Inc. 0.57% No change 1,522 $765K
Ewing Morris & Co. Investment Partners Ltd. 0.33% Add +6.4% 1,503 $765K
Compton Financial Group, LLC 0.17% No change 1,520 $764K
One Wealth Advisors, LLC 0.09% Reduce -8.7% 1,520 $764K
44 Wealth Management LLC 0.26% Add +4.8% 1,517 $763K
Clearwater Capital Advisors, LLC 0.06% Reduce -10.4% 1,513 $761K
Trevian Wealth Management LLC 0.36% Add +15.1% 1,510 $759K
Briaud Financial Planning Inc 0.19% No change 1,509 $758K
American Institute for Advanced Investment Management, LLP 0.49% No change 1,508 $758K
Wealth Preservation Advisors, LLC 0.38% Add +82.1% 1,508 $758K
Abound Financial, LLC 0.29% Reduce -3.6% 1,506 $757K
Evergreen Wealth Partners LLC 0.64% — 1,506 $757K
Core Wealth Management, Inc. 0.24% Reduce -4.4% 1,502 $755K
Signet Financial Management, LLC 0.08% Add +8.1% 1,502 $755K
Opus Financial Solutions LLC 0.71% — 1,501 $754K
Rogco, LP 0.25% Add +4.8% 1,501 $754K
HughesLittle Investment Management Ltd. 0.12% No change 1,500 $754K
KTF Investments, LLC 0.12% — 1,500 $754K
Citizens Business Bank 0.12% Reduce -1.6% 1,499 $753K
American State Bank (Iowa) 0.36% Add +6.7% 1,499 $753K
Persium Advisors, LLC 0.55% Add +6.3% 1,492 $750K
Chatterton & Associates Inc. 0.64% — 1,490 $749K
MLG Wealth Management DBA Pine Grove Financial Group 0.09% — 1,489 $748K
EnRich Financial Partners LLC 0.20% No change 1,486 $747K
Breakthru Advisory Services, LLC 0.48% Add +2.8% 1,485 $746K
Brooks, Moore & Associates, Inc. 0.37% No change 1,485 $746K
Petros Family Wealth, LLC 0.50% Reduce -1.5% 1,481 $744K
Fortitude Advisory Group L.L.C. 0.32% Add +6.9% 1,479 $743K
Daviman Financial, LLC 0.43% — 1,475 $741K
Colter Lewis Investment Partners LLC 0.86% — 1,473 $740K
Joel Adams & Associates, Inc. 0.56% Reduce -6.4% 1,473 $740K
Connable Office Inc. 0.07% No change 1,471 $739K
Balance Wealth Partners LLC 0.24% Reduce -21.1% 1,468 $738K
Horizons Wealth Management 0.49% Reduce -6.3% 1,468 $738K
Auctus Advisors LLC 0.68% — 1,467 $737K
Centerline Wealth Advisors, LLC 0.27% Reduce -3.3% 1,467 $737K
Empirical Asset Management, LLC 0.21% Reduce -9.3% 1,467 $737K
Horizon Bancorp Inc. 0.36% No change 1,462 $735K
Oceanside Advisors LLC 0.45% No change 1,462 $735K
Arkos Global Advisors 0.09% Reduce -9.6% 1,459 $733K
Optimist Retirement Group LLC 0.34% No change 1,457 $732K
Trustco Bank Corp. N Y 0.66% Add +8.7% 1,456 $732K
Citizens & Northern Corp. 0.18% Reduce -4.5% 1,456 $732K
Villere St Denis J & Co. LLC 0.07% No change 1,453 $730K
Sentinel Trust Co. Lba 0.07% Reduce -0.4% 1,452 $730K
Woodley Farra Manion Portfolio Management Inc. 0.03% Add +2.9% 1,452 $730K
Weinberger Asset Management, Inc 0.26% Add +0.8% 1,451 $729K
Foundry Financial LLC 0.38% — 1,450 $729K
Payne Capital LLC 0.74% No change 1,450 $729K
Sierra Summit Advisors LLC 0.11% Reduce -15.0% 1,449 $728K
Red Reef Advisors LLC 0.74% — 1,448 $728K
Wiser Advisor Group LLC 0.83% Reduce -6.4% 1,448 $728K
Financial Planning Hawaii, Inc. 0.42% — 1,444 $726K
Matauro, LLC 0.11% Add +7.5% 1,443 $726K
Legacy Wealth Management, LLC / MS 0.19% Add +52.0% 1,443 $725K
Outlook Wealth Advisors, LLC 0.16% Add +16.1% 1,441 $724K
FreeGulliver LLC 0.32% Reduce -14.3% 1,439 $723K
Salomon & Ludwin, LLC 0.06% Reduce -4.0% 1,448 $722K
Members Wealth LLC 0.45% Add +0.7% 1,490 $720K
Aspiring Ventures, LLC 0.26% Reduce -5.3% 1,431 $719K
Schiavi & Co LLC 0.23% No change 1,428 $718K
Wiregrass Investment Management LLC 0.60% — 1,425 $716K
Fortis Group Advisors, LLC 0.12% Add +0.7% 1,465 $716K
Hapanowicz & Associates Financial Services, Inc 0.28% No change 1,424 $716K
CDKV Holdings LLC 0.60% — 1,423 $715K
Cantor Fitzgerald Investment Advisors L.P. 0.05% No change 1,423 $715K
Mosaic Financial Group, LLC 0.49% Add +0.1% 1,423 $715K
Compass Financial Services Inc 0.31% No change 1,417 $712K
Luminvest Wealth Management LLC 0.20% No change 1,416 $712K
Private Capital Management, LLC 0.07% Add +51.3% 1,416 $712K
Dominguez Wealth Management Solutions, Inc. 0.43% Reduce -5.8% 1,415 $711K
Avos Capital Management, LLC 0.31% No change 1,414 $711K
PFW Advisors LLC 0.21% Reduce -7.9% 1,412 $710K
Silverleafe Capital Partners, LLC 0.21% Add +27.3% 1,410 $709K
Daybright Advisory Services, Inc. 0.19% — 1,406 $707K
Goldstein Advisors, LLC 0.08% Reduce -2.3% 1,405 $706K
USAdvisors Wealth Management, LLC 0.23% Add +9.3% 1,406 $706K
Cedarwood Wealth LLC 0.79% — 1,458 $705K
Millennium Capital Advisors, LLC 0.42% No change 1,402 $705K
North Forty Two & Co. 0.66% No change 1,400 $704K
Warren Street Wealth Advisors, LLC 0.20% Reduce -13.4% 1,400 $704K
SWP Financial LLC 0.35% Add +1.9% 1,399 $703K
Cache Advisors, LLC 0.09% Reduce -80.8% 1,396 $702K
James Hambro & Partners LLP 0.03% Reduce -10.5% 1,395 $701K
Accuvest Global Advisors 0.52% Reduce -14.3% 1,394 $701K
Andrews Advisory Associates, LLC 0.37% — 1,393 $700K
Bell & Brown Wealth Advisors, LLC 0.23% Reduce -4.0% 1,392 $700K
Gleason Group, Inc. 0.07% Reduce -23.5% 1,392 $700K
Diamant Asset Management, Inc. 0.51% Reduce -24.5% 1,390 $699K
Burk Holdings LLC 0.33% Add +9.8% 1,389 $698K
Northcape Wealth Management, LLC 0.20% No change 1,389 $698K
Cetera Trust Company, N.A 0.37% No change 1,387 $697K
Lavaca Capital LLC 0.12% Add +88.3% 1,386 $697K
United Capital Management of KS, Inc. 0.10% Add +18.9% 1,385 $696K
Saxony Capital Management, LLC 0.43% Add +8.1% 1,384 $696K
Miramar Capital, LLC 0.15% Reduce -2.8% 1,381 $694K
Ridgeline Wealth, LLC 0.48% Add +245.9% 1,380 $694K
Christensen, King & Associates Investment Services, Inc. 0.30% Add +1.5% 1,378 $693K
Sun Financial Inc 0.39% — 1,377 $692K
Burns Matteson Capital Management, LLC 0.28% Add +6.1% 1,376 $692K
Moment Partners, LLC 0.14% Reduce -3.5% 1,376 $692K
Jacobs Equity LLC 0.66% — 1,371 $689K
English Capital Management LLC 0.43% No change 1,371 $689K
Values Added Financial LLC 0.29% Reduce -0.4% 1,370 $689K
Kirtland Hills Capital Management, LLC 0.24% Add +1.8% 1,369 $688K
Cercano Management LLC 0.03% No change 1,369 $688K
Independence Financial Advisors, LLC 0.19% Reduce -5.3% 1,368 $688K
Braun-Bostich & Associates Inc. 0.42% Add +3.8% 1,366 $687K
Corsicana & Co. 0.39% No change 1,366 $687K
Louisbourg Investments Inc. 0.14% Reduce -3.0% 1,366 $687K
Highview Capital Management LLC 0.24% Add +0.8% 1,365 $686K
Central Valley Advisors, LLC 0.20% Add +21.3% 1,361 $684K
FC Advisory LLC 0.20% Reduce -2.4% 1,359 $683K
Quantum Financial Planning Services, Inc. 0.25% Add +53.4% 1,356 $682K
Elevate Wealth Advisory, Inc. 0.46% Add +1.0% 1,351 $679K
Alternative Investment Advisors, LLC. 0.29% Reduce -3.8% 1,351 $679K
Ledgewood Wealth Advisors, LLC 0.39% No change 1,350 $679K
Bonness Enterprises Inc. 0.23% No change 1,350 $679K
Eurizon SLJ Capital Ltd 0.27% — 1,349 $678K
Ranch Capital Advisors Inc. 0.25% Reduce -0.7% 1,348 $677K
Systematic Alpha Investments, LLC 0.02% No change 1,346 $677K
Artesa Financial Group, LLC 0.69% — 1,342 $675K
Capital Counsel LLC 0.03% Add +0.1% 1,339 $673K
Covestor Ltd 0.35% Reduce -19.9% 1,337 $673K
Laidlaw Wealth Management LLC 2.08% Reduce -14.3% 1,338 $673K
Karras Company, Inc. 0.66% — 1,337 $672K
OneAscent Wealth Management LLC 0.22% Reduce -7.3% 1,336 $672K
Atlas Wealth LLC 0.27% No change 1,332 $670K
Trace Wealth Advisors, LLC 0.48% No change 1,330 $669K
Cutler Capital Management, LLC 0.25% No change 1,330 $669K
Threadgill Financial, LLC 0.28% Add +11.5% 1,329 $668K
Duncker Streett & Co. Inc. 0.12% Add +11.9% 1,329 $668K
Abner Herrman & Brock LLC 0.07% No change 1,329 $668K
NCM Capital Management, LLC 0.25% No change 1,328 $668K
Strategic Planning Group, LLC 0.09% Reduce -25.6% 1,327 $667K
Stegent Equity Advisors, Inc. 0.52% Add +16.0% 1,327 $667K
Covenant Partners, LLC 0.19% Add +3.6% 1,323 $665K
Kane Co Wealth Management, Inc. 0.59% — 1,322 $665K
Momentous Wealth Management, Inc. 0.38% Add +79.2% 1,321 $664K
Vantage Point Financial LLC 0.24% Add +11.7% 1,319 $663K
GenWealth Group, Inc. 0.11% Add +23.6% 1,326 $662K
Private Capital Advisors, Inc. 0.07% Reduce -8.0% 1,316 $661K
Seneca House Advisors 0.25% Add +4.0% 1,314 $660K
Ameliora Wealth Management Ltd. 0.20% No change 1,310 $658K
Michels Family Financial, LLC 0.48% Add +1.9% 1,309 $658K
Goldstream Capital Management Ltd 0.27% No change 1,308 $657K
Collective Family Office LLC 0.15% Add +1.2% 1,307 $657K
Blackstone Inc. 0.00% No change 1,307 $657K
Mowery & Schoenfeld Wealth Management, LLC 0.95% Add +24.5% 1,305 $656K
Sard Wealth Management Group, LLC 0.36% Reduce -1.8% 1,303 $655K
Aspect Partners, LLC 0.29% Add +1.6% 1,303 $655K
First Dallas Securities Inc. 0.24% No change 1,302 $654K
Wealth Science Advisors LLC 0.38% — 1,301 $654K
Ceera Investments, LLC 0.25% Add +48.2% 1,301 $654K
Talbot Financial, LLC 0.05% No change 1,301 $654K
Orca Investment Management, LLC 0.51% Reduce -80.6% 1,300 $653K
Dogwood Wealth Management LLC 0.29% Reduce -21.8% 1,300 $653K
DLK Investment Management, LLC 0.24% Add +0.7% 1,300 $653K
Grace & White Inc. 0.12% No change 1,300 $653K
Pines Wealth Management, LLC 0.21% No change 1,297 $652K
Provident Investment Management, Inc. 0.06% No change 1,297 $652K
Johnson Wealth Management, LLC 0.32% Reduce -12.3% 1,296 $651K
Abbot Financial Management, Inc. 0.27% Reduce -1.9% 1,296 $651K
Latitude Advisors, LLC 0.29% Reduce -9.8% 1,296 $651K
Formulate Financial LLC 0.76% Add +0.8% 1,295 $651K
Veridan Wealth LLC 0.22% No change 1,295 $651K
Proactive Wealth Strategies LLC 0.26% Add +18.3% 1,291 $649K
C2C Wealth Management, LLC 0.55% Reduce -3.0% 1,290 $648K
SilverOak Wealth Management LLC 0.10% Reduce -10.9% 1,289 $648K
Intellus Advisors LLC 0.09% Reduce -0.2% 1,287 $647K
SwitchPoint Financial Planning, LLC 0.45% Add +2.1% 1,280 $644K
Holistic Financial Partners 0.23% Reduce -11.8% 1,278 $642K
Portfolio Strategies, Inc. 0.07% No change 1,275 $641K
Kane Investment Management, Inc. 0.31% Reduce -10.9% 1,273 $640K
Retirement Planning Co of New England, Inc. 0.26% Add +2.7% 1,272 $640K
Aspen Wealth Strategies, LLC 0.35% Add +0.2% 1,272 $639K
Financial Council, LLC 0.26% Reduce -0.4% 1,272 $639K
Eagle Wealth Advisors LLC 0.54% — 1,271 $639K
Buffalo Business & Estate Services Ltd. 0.09% — 1,270 $638K
M3 Advisory Group, LLC 0.39% Reduce -1.3% 1,268 $637K
Renaissance Investment Group LLC 0.13% No change 1,265 $636K
Axiom Financial Strategies, LLC 0.27% No change 1,264 $635K
Family Investment Center, Inc. 0.13% Reduce -7.6% 1,262 $634K
Hamilton Wealth, LLC 0.12% Add +11.5% 1,262 $634K
Challenger Wealth Management 0.48% Reduce -1.4% 1,261 $634K
Investment Planning Advisors, Inc. 0.18% Add +23.9% 1,258 $632K
Bellevue Asset Management, LLC 0.20% No change 1,255 $631K
Indie Asset Partners, LLC 0.70% Add +9.6% 1,252 $629K
R. W. Roge & Company, Inc. 0.31% No change 1,252 $629K
KRS Capital Management, LLC 0.36% Add +2.1% 1,250 $628K
Crumly & Associates Inc. 0.13% No change 1,250 $628K
Congress Asset Management Co. 0.00% No change 1,250 $628K
Harbour Capital Advisors, LLC 0.13% No change 1,264 $628K
Virtue Capital Management, LLC 0.10% Reduce -99.4% 1,263 $628K
Doliver Advisors, LP 0.16% No change 1,248 $627K
JHP Wealth Management, LLC 0.61% — 1,247 $627K
Gouws Capital LLC 0.33% No change 1,246 $626K
Mayfair Advisory Group, LLC 0.24% Reduce -16.5% 1,260 $626K
Leeward Financial Partners, LLC 0.18% Reduce -2.2% 1,245 $626K
Manske Wealth Management 0.18% Add +32.5% 1,243 $625K
Union Savings Bank 0.27% — 1,243 $625K
Yoffe Investment Management, LLC 0.80% No change 1,241 $624K
Constitution Capital LLC 0.29% Reduce -1.2% 1,241 $624K
Morris Financial Concepts, Inc. 0.22% No change 1,241 $624K
Tobias Financial Advisors, Inc. 0.09% Add +57.9% 1,241 $624K
RBF Capital, LLC 0.03% New 1,241 $624K
Sunburst Financial Group, LLC 0.13% No change 1,238 $622K
Davis Investment Partners, LLC 0.22% No change 1,250 $621K
Mandatum Life Insurance Co Ltd 0.14% Add +10.5% 1,233 $620K
Evansbrook LLC 0.41% — 1,232 $619K
Rf&l Wealth Management, LLC 0.35% No change 1,232 $619K
Private Client Services, LLC 0.19% Add +0.7% 1,232 $619K
Tortuga Wealth Management, Inc 0.65% — 1,226 $617K
Mitchell & Pahl Private Wealth, LLC 0.26% No change 1,226 $616K
Oregon Pacific Wealth Management, LLC 0.64% Reduce -47.5% 1,225 $616K
PACK Private Wealth, LLC 0.28% No change 1,225 $616K
Peddock Capital Advisors, LLC 0.13% No change 1,224 $615K
Sandhill Capital Partners LLC 0.04% Reduce -7.1% 1,224 $615K
Anson Capital, Inc. 0.45% Add +7.8% 1,220 $613K
Cauble & Harre Wealth Management, Inc. 0.51% — 1,218 $612K
Luts & Greenleigh Group, Inc. 0.52% Add +1.1% 1,216 $611K
Fusion Family Wealth, LLC 0.05% No change 1,216 $611K
Conestoga Capital Advisors, LLC 0.01% Add +3.0% 1,215 $611K
Pure Portfolios Holdings LLC 0.18% Reduce -11.8% 1,215 $611K
TrustWell Financial Advisors, LLC 0.59% — 1,213 $610K
IFS Advisors, LLC 0.32% No change 1,213 $610K
Arcadia Wealth Management, LLC 0.23% Reduce -5.3% 1,213 $610K
Cedar Wealth Management, LLC 0.18% No change 1,212 $609K
Adell Harriman & Carpenter Inc. 0.04% Add +18.1% 1,210 $608K
Windsor Capital Management, LLC 0.18% No change 1,206 $606K
Friday Financial 0.21% Add +0.1% 1,205 $606K
Brickley Wealth Management 0.10% Add +0.9% 1,201 $604K
Traub Capital Management LLC 0.58% Reduce -14.1% 1,199 $603K
Truefg, LLC 0.16% Reduce -20.0% 1,199 $603K
Hughes Financial Services, LLC 0.09% Add +241.3% 1,198 $602K
GFI Investment Counsel Ltd. 0.06% No change 1,197 $602K
Flaharty Asset Management, LLC 0.08% Reduce -11.5% 1,196 $601K
Basso Capital Management, L.P. 0.36% Add +2032.1% 1,194 $600K
Bestgate Wealth Advisors, LLC 1.05% Reduce -0.8% 1,193 $600K
Attessa Capital LLC 0.33% Reduce -2.0% 1,193 $600K
Engineers Gate Manager LP 0.01% Reduce -42.5% 1,193 $600K
Portland Financial Advisors Inc 1.27% No change 1,192 $599K
Leicht Financial Planning & Wealth Management, Inc. 0.27% No change 1,190 $598K
Shum Financial Group, Inc. 0.43% Reduce -0.3% 1,189 $598K
Blackhawk Capital Partners, LLC 0.22% No change 1,189 $598K
Finward Bancorp 0.46% Reduce -3.5% 1,188 $597K
Davis Wealth Advisors, LLC 0.50% Add +16.6% 1,188 $597K
Redwood Financial Network Corp 0.38% No change 1,188 $597K
Opinicus Capital, Inc. 0.42% Add +0.6% 1,187 $597K
GEM Asset Management, LLC 0.27% Reduce -0.7% 1,202 $596K
Bruce G. Allen Investments, LLC 0.40% Reduce -4.5% 1,185 $596K
HMV Wealth Advisors, LLC 0.30% No change 1,185 $596K
Fiduciary Wealth Partners, LLC 0.24% Reduce -5.7% 1,185 $596K
NorthLanding Financial Partners, LLC 0.48% Reduce -0.6% 1,183 $595K
Nolet Wealth Management, LLC 0.33% — 1,179 $593K
Theory Financial LLC 0.20% No change 1,223 $591K
JM2 Capital Inc. 0.48% — 1,176 $591K
NFC Investments, LLC 0.17% No change 1,176 $591K
NewSquare Capital LLC 0.05% Reduce -27.2% 1,174 $590K
Insight Wealth Strategies, LLC 0.07% Add +5.7% 1,174 $590K
Strategent Financial, LLC 0.37% Add +2.6% 1,173 $590K
Orin Green Financial, LLC 0.24% Reduce -0.9% 1,173 $590K
Joseph P. Lucia & Associates, LLC 0.21% Reduce -0.8% 1,172 $589K
Fearless Solutions, LLC dba Best Invest 0.35% Reduce -6.5% 1,165 $586K
RCW Management, LLC 0.59% — 1,163 $585K
Certior Financial Group, LLC 0.40% Reduce -0.5% 1,163 $585K
Paulson Wealth Management Inc. 0.13% Reduce -5.7% 1,161 $584K
Kilter Group LLC 0.26% Reduce -1.2% 1,159 $583K
Hurley Capital, LLC 0.33% Add +2.1% 1,159 $583K
Wealth Intelligence, LLC 0.29% — 1,159 $583K
Astoria Portfolio Advisors LLC. 0.13% Reduce -21.7% 1,177 $582K
NerdWallet Wealth Partners, LLC 0.26% Reduce -0.2% 1,156 $581K
Bank & Trust Co 0.41% Add +1.4% 1,155 $581K
Courage Miller Partners, LLC 0.17% No change 1,155 $581K
Dividend Assets Capital, LLC 0.11% No change 1,155 $581K
Heritage Wealth Management, Inc. 0.37% Add +1.0% 1,152 $579K
Rock Point Advisors, LLC 0.14% No change 1,152 $579K
Providence Capital Advisors, LLC 0.10% Add +36.3% 1,152 $579K
Timonier Family Office, LTD. 0.18% No change 1,150 $578K
Altar Rock LLC 0.69% — 1,147 $577K
Synergy Financial Group, LTD 0.40% Add +1.1% 1,146 $576K
Viewpoint Capital Management LLC 0.25% Add +0.6% 1,146 $576K
Fusion Capital, LLC 0.16% No change 1,145 $576K
Virtus Wealth Solutions LLC 0.11% Reduce -0.4% 1,144 $575K
Goodman Advisory Group, LLC 0.14% Reduce -29.4% 1,141 $574K
Commonwealth Retirement Investments LLC 0.18% Reduce -2.6% 1,139 $573K
Gray Private Wealth, LLC 0.28% Reduce -8.1% 1,138 $572K
Winning Points Advisors, LLC 0.61% — 3,138 $572K
Pursuit Wealth Management LLC 0.49% — 1,136 $571K
Schneider Downs Wealth Management Advisors, LP 0.06% Reduce -2.1% 1,135 $571K
Connecticut Capital Management Group, LLC 0.55% — 1,135 $571K
Braeburn Wealth Management LLC 0.29% — 1,133 $570K
West Paces Advisors Inc. 0.11% Add +5.7% 1,133 $570K
Inman Jager Wealth Management, LLC 0.35% Add +0.4% 1,132 $569K
TCP Asset Management, LLC 0.10% Add +0.1% 1,132 $569K
Atlas Wealth Partners, LLC 0.62% Reduce -15.0% 1,130 $568K
Slocum, Gordon & Co LLP 0.41% Reduce -1.0% 1,127 $566K
Barnes Wealth Management Group, Inc 0.30% Add +5.5% 1,127 $566K
Harmony Asset Management LLC 0.19% Add +0.4% 1,126 $566K
Mad River Investors 0.26% Reduce -4.3% 1,125 $565K
Green Ridge Wealth Planning LLC 0.29% — 1,121 $563K
Blueshift Asset Management, LLC 0.16% New 1,121 $563K
Beacon Harbor Wealth Advisors, Inc. 0.12% No change 1,121 $563K
Summit Financial Consulting LLC 0.41% No change 1,118 $562K
Polymer Capital Management (US) LLC 0.07% New 1,115 $560K
Sjbenen Advisory, LLC 0.58% — 1,112 $559K
Bayban 0.49% — 1,112 $559K
Barrett & Company, Inc. 0.19% No change 1,111 $558K
Richardson Financial Services Inc. 0.18% Add +20.6% 1,159 $558K
Prudent Investors Network, Inc. 0.13% Reduce -22.7% 1,109 $557K
Clark Financial Services Group Inc. 0.30% Reduce -0.1% 1,118 $557K
Wellington-Altus USA Inc. 0.41% — 1,105 $555K
Anfield Capital Management, LLC 0.18% Add +631.8% 1,105 $555K
Tableaux LLC 0.39% Reduce -17.3% 1,113 $555K
Cranbrook Wealth Management, LLC 0.11% No change 1,103 $554K
W Advisors, LLC 0.28% Reduce -0.5% 1,098 $552K
Myecfo, LLC 0.23% Reduce -1.9% 1,095 $550K
Warther Private Wealth, LLC 0.13% Add +1.3% 1,094 $550K
First Growth Capital LLC 0.49% — 1,099 $550K
Meridian Financial Partners LLC 0.22% Add +9.4% 1,135 $549K
New England Professional Planning Group Inc. 0.23% No change 1,092 $549K
Enzi Wealth 0.19% Add +0.2% 1,112 $548K
Chapman Investment Management, LLC 0.40% No change 1,090 $548K
Blue Sky Capital Consultants Group, Inc. 0.24% Add +10.1% 1,089 $547K
Sims Investment Management, LLC 0.19% Reduce -1.8% 1,089 $547K
Aspirean Wealth, LLC 0.60% — 1,088 $547K
AA Financial Advisors, LLC 0.10% Add +8.3% 1,087 $546K
Exit Wealth Advisors, LLC. 0.32% Add +4.7% 1,086 $546K
Primoris Wealth Advisors, LLC 0.33% Reduce -9.7% 1,084 $545K
DiNuzzo Private Wealth, Inc. 0.06% Reduce -15.6% 1,084 $545K
Clifford Group, LLC 0.42% Add +60.5% 1,080 $543K
Arbor Trust Wealth Advisors, LLC 0.24% Reduce -5.3% 1,080 $543K
Balentine LLC 0.02% Add +3.5% 1,079 $542K
Aspen Capital Management, LLC 0.13% No change 1,078 $542K
Tailwinds Wealth, LLC 0.58% — 1,075 $540K
QVR LLC 0.38% Reduce -63.5% 1,075 $540K
RFP Financial Group LLC 0.26% Reduce -41.2% 1,072 $539K
American Capital Advisory, LLC 0.23% Add +61.9% 1,072 $539K
Creekside Partners 0.23% No change 1,072 $539K
Ellevest, Inc. 0.07% Reduce -3.9% 1,071 $538K
Graney & King, LLC 0.31% No change 1,069 $537K
Barnes Dennig Private Wealth Management LLC 0.54% No change 1,069 $537K
BCM Advisors, LLC 0.10% No change 1,120 $536K
Cherry Creek Investment Advisors, Inc. 0.23% Reduce -16.1% 1,064 $535K
Prism Planning Partners LLC 0.60% — 1,063 $534K
Ipswich Investment Management Co., Inc. 0.12% Add +14.5% 1,059 $532K
Elefante Mark B 0.33% Add +60.1% 1,057 $531K
Torren Management, LLC 0.27% — 1,053 $529K
Greenberg Financial Group 0.22% — 1,052 $529K
Avid Wealth Partners LLC 0.26% Add +24.3% 1,048 $527K
Crews Bank & Trust 0.08% Reduce -1.1% 1,047 $526K
Kenora Financial, LLC 0.18% Add +1.0% 1,046 $526K
Investors Asset Management of Georgia Inc. /Ga/ 0.22% No change 1,044 $525K
Running Point Capital Advisors, LLC 0.14% Reduce -0.8% 1,042 $524K
Monument Capital Management 0.13% Add +1.9% 1,042 $524K
FJ Capital Management LLC 0.06% New 1,041 $523K
Leslie Global Wealth, LLC 0.24% Add +1.7% 1,040 $523K
Wilson & Boucher Capital Management, LLC 0.34% No change 1,038 $522K
Toth Financial Advisory Corp. 0.06% Add +5.0% 1,036 $521K
Brogan Financial, Inc. 0.23% No change 1,036 $521K
Left Brain Wealth Management, LLC 0.18% No change 1,036 $521K
Vantus Wealth LLC 0.38% — 1,035 $520K
Kennedy Investment Group, Inc. 0.20% Reduce -3.5% 1,035 $520K
Granite Group Advisors, LLC 0.29% Reduce -0.6% 1,033 $519K
Daner Wealth Management, LLC 0.32% No change 1,037 $519K
Chico Wealth RIA 0.34% Add +3.2% 1,031 $518K
Coastwise Capital Group, LLC 0.27% Reduce -0.4% 1,029 $517K
Reston Wealth Management LLC 0.16% Add +43.6% 1,028 $517K
Worth Financial Advisory Group, LLC 0.25% Add +3.0% 1,028 $517K
Hibernia Wealth Partners, LLC 0.16% Add +72.6% 1,027 $516K
Davis-Rea LTD. 0.13% Reduce -3.8% 1,027 $516K
Safe Harbor Wealth Advisors, LLC 0.50% — 1,032 $516K
Lighthouse Financial Services Inc. 0.12% — 1,026 $516K
TradeWell Securities, LLC. 0.20% Add +19.1% 1,025 $515K
Syntax Research, Inc. 0.32% No change 1,024 $515K
HRC Wealth Management, LLC 0.25% Add +19.4% 1,024 $515K
Farrow Financial, Inc. 0.30% No change 1,023 $514K
Highland Financial Advisors, LLC 0.14% Add +2.2% 1,021 $513K
BCO Wealth Management LLC 0.31% No change 1,019 $512K
Beacon Bank & Trust 0.10% No change 1,019 $512K
Peterson Wealth Advisors, LLC 0.07% Reduce -0.5% 1,017 $511K
HFG Advisors, Inc. 0.37% No change 1,014 $510K
Oxinas Partners, LLC 0.24% Add +2.3% 1,012 $509K
Foguth Wealth Management, LLC. 0.08% — 1,023 $508K
Asio Capital, LLC 0.07% Add +25.0% 1,011 $508K
Affinity Wealth Management LLC 0.07% No change 1,010 $508K
American Asset Management Inc. 0.43% Reduce -0.6% 1,008 $507K
Zevin Asset Management LLC 0.07% Reduce -1.6% 1,008 $507K
Daytona Street Capital LLC 0.39% — 1,005 $505K
Vigilare Wealth Management 0.17% No change 1,005 $505K
Seek First Inc. 0.35% No change 1,002 $504K
Pinney & Scofield, Inc. 0.29% Add +9.2% 1,002 $504K
Pinnacle Family Advisors, LLC 0.22% Add +1.9% 1,001 $503K
Oxler Private Wealth LLC 0.15% No change 1,001 $503K
Mustico Financial Group, Inc. 0.39% Reduce -1.9% 1,007 $503K
Renaissance Group LLC 0.02% Add +0.2% 998 $503K
Night Owl Capital Management, LLC 0.06% No change 1,000 $503K
Golden Road Advisors LLC 0.29% Reduce -4.8% 997 $501K
Prostatis Group LLC 0.12% New 996 $501K
Atlatl Advisers LLC 0.19% Reduce -2.0% 995 $500K
Marotta Asset Management 0.09% Reduce -1.0% 995 $500K
McGuire Capital Advisors Inc. 0.32% — 992 $499K
Hara Capital LLC 0.28% No change 992 $499K
Tull Financial Group, Inc. 0.21% Add +10.0% 992 $499K
Wiser Wealth Management, Inc 0.11% Reduce -14.7% 991 $498K
US Asset Management LLC 0.41% Reduce -0.6% 990 $498K
SB Capital Management Inc 0.18% — 990 $498K
Platform Wealth Management, LLC 0.13% — 989 $497K
Geometric Wealth Advisors 0.06% Reduce -12.7% 987 $496K
Alaska Wealth Advisors, LLC 0.06% Reduce -20.1% 987 $496K
ProCore Advisors, LLC 0.51% — 987 $496K
Prospect Financial Services LLC 0.28% Reduce -18.0% 986 $496K
Integrated Wealth Management 0.56% — 984 $495K
Entrewealth, LLC 0.22% Reduce -5.0% 973 $494K
Purus Wealth Management, LLC 0.15% Reduce -3.9% 983 $494K
McElhenny Sheffield Capital Management, LLC 0.12% Add +28.7% 982 $494K
Retirement Management Systems Inc. 0.13% — 982 $494K
Thayer Partners, LLC / MA 0.24% — 981 $493K
Postrock Partners LLC 0.21% No change 981 $493K
Plotkin Financial Advisors, LLC 0.24% No change 979 $492K
Rockline Wealth Management, LLC 0.10% Reduce -9.3% 978 $492K
LYNX Capital Group Ltd. 0.22% No change 975 $490K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -10.4% 975 $490K
Noble Wealth Management PBC 0.25% Reduce -1.5% 971 $488K
Guidance Point Advisors, LLC 0.12% Reduce -0.1% 967 $486K
Tanglewood Legacy Advisors, LLC 0.18% No change 966 $486K
1834 Investment Advisors Co. 0.06% Add +0.6% 966 $486K
Everest Private Wealth 0.27% Reduce -6.2% 965 $485K
Clear Investment Research, LLC 0.80% Add +4.3% 962 $484K
Orion Capital Management LLC 0.16% Add +9.7% 962 $484K
Presper Financial Architects, LLC 0.27% Add +0.9% 958 $482K
Client 1ST Advisory Group, LLC 0.15% Add +2.4% 957 $481K
Richard C. Young & CO., LTD. 0.04% No change 956 $481K
Granville Capital, Inc. 0.26% — 956 $481K
L.K. Benson & Company, P.C. 0.24% Reduce -9.5% 956 $481K
Kings Path Partners LLC 0.17% No change 955 $480K
Seven Springs Wealth Group, LLC 0.14% No change 955 $480K
Value Investment Professionals, LLC 0.50% — 954 $480K
Ackerman Asset Management, LLC 0.32% Add +21.7% 953 $479K
Passive Capital Management, LLC. 0.15% No change 953 $479K
NDVR, Inc. 0.40% Add +2.4% 952 $479K
Heritage Oak Wealth Advisors LLC 0.18% Add +1.7% 952 $479K
Invenio Wealth Partners LLC 0.18% No change 951 $478K
Instrumental Wealth, LLC 0.29% Add +11.5% 949 $477K
Shearwater Capital LLC 0.27% Add +99.4% 949 $477K
Griffith & Werner, Inc. 0.24% No change 947 $476K
New Millennium Group LLC 0.21% Reduce -0.6% 945 $475K
Boyd Wealth Management, LLC 0.20% No change 945 $475K
Joule Financial, LLC 0.14% Add +19.3% 945 $475K
Rosenblum Silverman Sutton S F Inc. 0.11% No change 945 $475K
ONE Advisory Partners, LLC 0.14% No change 941 $473K
Yukon Wealth Management, Inc. 0.27% Reduce -59.0% 938 $473K
Moller Wealth Partners 0.10% Add +1.8% 939 $472K
West Wealth Group, LLC 0.10% Add +4.9% 937 $471K
Cox Capital Mgt LLC 0.29% No change 950 $470K
Atlas Private Wealth Advisors 0.11% Reduce -3.1% 936 $470K
von Borstel & Associates, Inc. 0.11% Reduce -72.3% 934 $469K
Synergy Investment Management, LLC 0.17% Add +1.2% 933 $469K
Hopwood Nicholas Hunter 0.15% — 933 $469K
Woodward Diversified Capital, LLC 0.21% Reduce -3.3% 932 $468K
Western Financial Corp 0.19% Add +2.6% 932 $468K
Precedent Wealth Partners, LLC 0.10% Reduce -3.5% 931 $468K
Serenus Wealth Advisors, LLC 0.09% New 930 $467K
Rialto Wealth Management, LLC 0.11% Add +0.4% 929 $467K
Kessler Investment Group, LLC 0.20% Reduce -2.7% 928 $466K
William Mack & Associates, Inc. 0.22% Reduce -2.2% 927 $466K
Valley Wealth Managers, Inc. 0.03% Reduce -4.5% 927 $466K
New England Capital Financial Advisors LLC 0.18% Add +1.2% 926 $465K
Investment Advisory Services Inc. /TX 0.14% No change 922 $463K
Medallion Wealth Advisors, LLC 0.16% Add +7.8% 921 $463K
Market Street Wealth Management Advisors LLC 0.07% Add +11.2% 921 $463K
Advance Capital Management, Inc. 0.02% No change 921 $463K
Van Diest Capital, LLC 0.69% — 920 $462K
TSA Wealth Managment LLC 0.15% Add +18.7% 920 $462K
Golden Bell Financial Planning LLC 0.38% No change 918 $461K
DWR Wealth Management, LLC 0.43% — 916 $461K
American National Bank of Texas 0.44% No change 917 $461K
Cynosure Group, LLC 0.05% New 917 $461K
Accretive Wealth Partners, LLC 0.14% Reduce -5.2% 916 $460K
SkyView Investment Advisors, LLC 0.06% New 915 $460K
Stone Summit Wealth LLC 0.12% Reduce -2.7% 915 $460K
Westover Capital Advisors, LLC 0.08% Reduce -17.3% 910 $457K
United Financial Planning Group LLC 0.28% New 906 $455K
Lifelong Wealth Advisors, Inc. 0.12% Add +1.0% 906 $455K
Mullaney, Keating & Wright, Inc. 0.24% No change 904 $454K
Pinnacle Wealth Management Group, Inc. 0.23% Add +4.4% 904 $454K
Evolution Advisers, Inc. 0.20% No change 905 $454K
B.O.S.S. Retirement Advisors, LLC 0.14% Reduce -15.2% 901 $453K
DeLarme Wealth Management, Inc. 0.32% — 900 $452K
Morling Financial Advisors, LLC 0.14% Reduce -5.6% 900 $452K
Boston Common Asset Management, LLC 0.03% No change 900 $452K
City Center Advisors, LLC 0.42% Add +10.4% 899 $452K
Walled Lake Planning & Wealth Management, LLC 0.14% Reduce -18.1% 897 $451K
Swan Global Investments, LLC 0.02% Reduce -7.9% 897 $451K
Roxbury Financial LLC 0.40% Reduce -5.5% 896 $450K
FFT Wealth Management LLC 0.09% Reduce -71.5% 896 $450K
ELCO Management Co., LLC 0.28% No change 895 $450K
Pioneer Wealth Management Group 0.14% Reduce -22.8% 893 $449K
Ares Financial Consulting, LLC 0.43% — 892 $448K
Tucker Asset Management LLC 0.13% Reduce -3.0% 889 $447K
Hidden Cove Wealth Management, LLC 0.29% Add +17.0% 887 $446K
Alpha Zero LLC 0.24% Reduce -2.0% 887 $446K
Asset Allocation Strategies LLC 0.08% Add +1.0% 887 $446K
DiPaolo Financial Group, Inc. 0.47% — 886 $445K
Sachetta, LLC 0.24% Reduce -69.6% 886 $445K
Towne Trust Company, N.A 0.14% Add +4.7% 885 $445K
Ehrlich Financial Group 0.25% No change 885 $445K
Accelerate Investment Advisors LLC 0.30% Reduce -36.3% 883 $444K
Astra Wealth Partners LLC 0.27% Add +3.2% 881 $443K
Lakeshore Financial Planning, Inc. 0.16% Add +1.6% 881 $443K
Higgins & Schmidt Wealth Strategies LLC 0.21% Reduce -0.6% 880 $442K
Frazier Financial Advisors, LLC 0.26% Reduce -26.1% 879 $442K
Valued Wealth Advisors LLC 0.19% Add +226.8% 879 $442K
Kondo Wealth Advisors, Inc. 0.17% Reduce -0.5% 879 $442K
marrick wealth, LLC 0.36% — 877 $441K
Custos Family Office, LLC 0.30% No change 877 $441K
LVZ, Inc. 0.05% Add +0.5% 876 $440K
Premier Private Wealth Management LLC 0.46% — 903 $440K
Gibson Wealth Advisors LLC 0.30% No change 875 $440K
Endeavor Private Wealth, Inc. 0.13% Add +60.3% 875 $440K
ArborFi Advisors, LLC 0.36% Reduce -9.6% 874 $439K
Panoramic Capital Partners, LLC 0.27% Reduce -14.5% 874 $439K
Bay Rivers Group 0.18% Add +0.5% 874 $439K
Cascade Wealth Advisors, Inc 0.20% No change 926 $438K
Curio Wealth, LLC 0.15% Add +178.3% 871 $437K
Allegiance Financial Group Advisory Services LLC 0.09% Reduce -39.8% 868 $436K
Prosperity Wealth Management, Inc. 0.15% Add +6.9% 867 $436K
WorthPointe, LLC 0.11% Add +18.8% 867 $436K
Echo45 Advisors LLC 0.25% Reduce -9.1% 865 $435K
Single Point Partners, LLC 0.09% Add +8.3% 865 $435K
Cowa, LLC 0.13% Add +6.7% 864 $434K
BNC Wealth Management, LLC 0.11% Reduce -4.4% 864 $434K
Astoria Strategic Wealth, Inc. 0.11% Reduce -0.2% 864 $434K
Bingham Private Wealth, LLC 0.37% — 863 $434K
MontVue Capital Management, Inc. 0.29% No change 863 $434K
Towneley Capital Management, Inc / DE 0.09% Reduce -10.4% 863 $434K
Builder Investment Group Inc. 0.09% No change 862 $433K
Refined Wealth Management 0.29% No change 860 $432K
Fortis Advisors, LLC 0.24% No change 856 $430K
Avondale Wealth Management 0.22% Add +1.8% 855 $430K
PCG Wealth Advisors, LLC 0.12% Reduce -9.0% 854 $429K
Barings LLC 0.01% Add +4.3% 853 $429K
Carroll Advisory Group, LLC 0.19% — 852 $428K
Sykon Capital LLC 0.14% Add +70.4% 852 $428K
Hoge Financial Services, LLC 0.23% Add +0.9% 849 $427K
Chelsea Counsel Co. 0.18% Reduce -4.5% 849 $427K
George Kaiser Family Foundation 0.06% No change 849 $427K
Prescott Group Capital Management, L.L.C. 0.04% No change 849 $427K
Entelevest, LLC 0.44% — 847 $426K
Keener Financial Planning LLC 0.18% Reduce -1.1% 847 $425K
Arta Finance Wealth Management LLC 0.22% — 845 $425K
AJ Advisors, LLC 0.16% Reduce -7.3% 844 $424K
Strathmore Capital Advisors, Inc. 0.14% Add +48.1% 844 $424K
Cornerstone Planning Group LLC 0.07% Reduce -0.7% 894 $423K
Bond & Devick Financial Network, Inc. 0.12% Add +16.9% 842 $423K
17 Capital Partners, LLC 0.22% Reduce -5.6% 841 $423K
American Wealth Advisors, LLC 0.41% No change 840 $422K
Josh Arnold Investment Consultant, LLC 0.32% New 840 $422K
Integrity Investment Advisors, LLC 0.23% Add +17.2% 839 $422K
Lansing Street Advisors 0.11% Reduce -2.2% 839 $422K
Chatham Capital Group, Inc. 0.06% Add +0.4% 838 $421K
Clarendon Private LLC 0.36% Add +15.3% 834 $419K
KOM Wealth Management Group, LLC 0.30% Reduce -11.2% 832 $418K
Mills Wealth Advisors LLC 0.16% Add +1.3% 831 $418K
Widmann Financial Services, Inc. 0.26% No change 830 $417K
Andina Capital Management, LLC 0.25% Add +32.2% 830 $417K
William John Sempolinski 0.21% — 830 $417K
Addison Capital Co 0.10% No change 828 $416K
Targeted Financial Services LLC 0.36% — 833 $416K
Note Advisors, LLC 0.21% Reduce -3.0% 859 $416K
Trellis Wealth Advisors LLC 0.16% Add +57.0% 826 $415K
Athena Wealth Management, LLC 0.40% — 825 $415K
Level Wealth Management LLC 0.21% No change 824 $414K
KERR FINANCIAL PLANNING Corp 0.56% Add +2.5% 821 $414K
Grantvest Financial Group LLC 0.26% Reduce -7.8% 822 $413K
Next Level Wealth Planning, LLC 0.22% No change 822 $413K
Kagan Cocozza Asset Management 0.29% New 820 $412K
One Plus One Wealth Management, LLC 0.19% Reduce -1.4% 820 $412K
Steph & Co. 0.12% No change 818 $411K
Aspire Private Capital, LLC 0.09% No change 816 $410K
Hager Investment Management Services, LLC 0.22% Reduce -3.1% 814 $409K
Innovative Wealth Building LLC 0.30% Add +16.5% 813 $409K
Jacobson & Schmitt Advisors, LLC 0.07% Reduce -1.3% 811 $408K
Global Wealth Strategies & Associates 0.10% Reduce -2.6% 810 $407K
Bay Capital Advisors, LLC 0.25% No change 809 $407K
jvl associates llc 0.13% Reduce -1.2% 809 $407K
Ferguson Shapiro LLC 0.13% No change 809 $407K
Cornerstone Financial Management LLC 0.38% — 807 $406K
Breachway Investments LLC 0.43% — 807 $406K
Hilltop Wealth Advisors, LLC 0.20% Reduce -45.8% 805 $405K
Mendel Money Management 0.17% Reduce -28.7% 803 $404K
Brightwater Advisory LLC 0.27% New 802 $403K
Maltin Wealth Management, Inc. 0.16% Add +0.3% 801 $403K
Flywheel Private Wealth LLC 0.25% No change 800 $402K
ACT Advisors, LLC. 0.16% Add +3.0% 800 $402K
Silver Coast Investments LLC 0.14% No change 800 $402K
Nia Impact Advisors, LLC 0.14% No change 800 $402K
Kendall Capital Management 0.08% Add +13.7% 799 $402K
Gem Investment Advisors, LLC 0.38% — 799 $402K
Balanced Rock Investment Advisors LLC 0.29% Add +5.8% 798 $401K
Founders Capital Management 0.21% Add +14.8% 798 $401K
Aerodigm Wealth, LLC 0.15% Add +33.4% 798 $401K
OmniStar Financial Group, Inc. 0.23% Add +21.3% 797 $401K
Financial Guidance Group, Inc. 0.16% Add +1.1% 797 $401K
Emissary Wealth LLC 0.34% — 796 $400K
Sagace Wealth Management LLC 0.27% No change 796 $400K
Citrine Capital LLC 0.18% No change 792 $398K
Shakespeare Wealth Management, LLC 0.09% Reduce -10.7% 792 $398K
Edge Financial Advisors LLC 0.17% Add +2.7% 792 $398K
One Wealth Management Investment & Advisory Services, LLC 0.43% No change 790 $397K
Core Wealth Advisors, Inc. 0.10% No change 790 $397K
Marnell Management LLC 0.30% — 790 $397K
Delaney Dennis R 0.20% Reduce -0.6% 790 $397K
Gsa Capital Partners LLP 0.03% New 790 $397K
Brio Consultants, LLC 0.05% Add +14.9% 787 $396K
Ruggaard & Associates LLC 0.16% Reduce -4.4% 785 $395K
Carderock Capital Management Inc. 0.10% No change 785 $395K
Winter & Associates, Inc. 0.36% — 780 $392K
Old Peak Finance LLC 0.24% — 780 $392K
Harrell Investment Partners, LLC 0.09% Reduce -3.7% 780 $392K
Town Capital LLC 0.32% — 778 $391K
Point Windward Advisors Inc. 0.19% Reduce -24.2% 777 $391K
JBGlobal.com LLC 0.49% Reduce -0.9% 774 $389K
ETF Store, Inc. 0.40% Add +1.2% 772 $388K
Fairfield, Bush & Co. 0.20% Reduce -1.9% 772 $388K
Plum Street Advisors, LLC 0.14% No change 771 $388K
Stewardship Advisors, LLC 0.09% Add +9.7% 771 $388K
Connors Investor Services Inc. 0.03% Reduce -3.8% 770 $387K
Strategic Planning, Inc. 0.21% No change 769 $387K
Independent Solutions Wealth Management, LLC 0.07% Reduce -0.4% 769 $387K
Bay Harbor Wealth Management, LLC 0.10% Add +477.4% 768 $386K
Members Advisory Group LLC 0.14% No change 765 $385K
IVC Wealth Advisors LLC 0.17% Add +5.1% 765 $385K
Saxon Interests, Inc. 0.14% Add +3.8% 761 $383K
E&R Wealth Management, LLC 0.40% — 759 $382K
Meridian Financial Advisors, LLC 0.21% No change 759 $382K
Kraft, Davis & Associates, LLC 0.09% Add +5.8% 770 $381K
Unified Investment Management 0.39% No change 758 $381K
Nicholson Wealth Management Group, LLC 0.22% No change 758 $381K
Floyd Financial Group LLC 0.26% Reduce -0.5% 763 $380K
Invested Advisors 0.39% New 756 $380K
Keystone Financial Group, Inc. 0.20% No change 756 $380K
ADG Wealth Management Group, LLC 0.29% Add +12.5% 755 $380K
Yeomans Consulting Group, Inc. 0.11% Add +4.7% 755 $380K
Mason & Associates, LLC 0.09% No change 755 $380K
Lighthouse Wealth Management Inc. 0.26% No change 754 $379K
Brown Wealth Management, LLC 0.10% Add +58.7% 754 $379K
Climber Capital SA 0.25% — 754 $379K
Biltmore Wealth Management, LLC 0.14% No change 751 $377K
Praxis Capital Management LLC 1.35% — 750 $377K
Prism Advisors, Inc. 0.10% Reduce -18.9% 750 $377K
Community Bank, N.A. 0.04% Reduce -2.6% 750 $377K
Pathway Financial Advisors LLC 0.05% Add +0.8% 754 $376K
Midwest Professional Planners, LTD. 0.09% No change 748 $376K
Wallace Advisory Group, LLC 0.39% Reduce -29.7% 746 $375K
Earnest Partners LLC 0.00% No change 743 $373K
Independence Wealth Advisors, LLC 0.21% — 742 $373K
Estate Planners Group, LLC 0.16% — 742 $373K
Sharpepoint LLC 0.22% New 739 $371K
Eaton-Cambridge Inc. 0.12% Add +2.8% 739 $371K
A4 Wealth Advisors LLC 0.32% Reduce -39.2% 737 $370K
Harbor Asset Planning, Inc. 0.32% No change 737 $370K
Donor Advised Charitable Giving, Inc. 0.01% Reduce -17.9% 737 $370K
Vestia Personal Wealth Advisors 0.19% Reduce -4.5% 765 $370K
Haven Private, LLC 0.16% Reduce -1.3% 736 $370K
Tenzing Financial LLC 0.30% — 734 $369K
RHS Financial, LLC 0.18% Add +16.9% 734 $369K
Eagle Rock Investment Company, LLC 0.05% No change 734 $369K
Walker Asset Management, LLC 0.20% No change 732 $368K
Old Second National Bank of Aurora 0.07% No change 731 $367K
Rovin Capital /Ut/ 0.10% Reduce -0.7% 730 $367K
Northeast Financial Group, Inc. 0.09% Reduce -9.9% 729 $366K
MBE Wealth Management, LLC 0.15% Add +7.4% 727 $366K
Somerset Trust Co 0.11% No change 724 $364K
MilWealth Group LLC 0.09% No change 724 $364K
21 West Wealth Management LLC 0.33% No change 723 $363K
Clearview Wealth Advisors LLC 0.23% Reduce -7.7% 723 $363K
Axim Planning & Wealth 0.39% New 722 $363K
V. M. Manning & Co., Inc. 0.37% No change 722 $363K
Measured Wealth Private Client Group, LLC 0.10% Reduce -1.1% 717 $361K
Shepherd Street Advisors LLC 0.35% — 717 $360K
Round Hill Asset Management 0.23% Reduce -2.5% 717 $360K
JDM Financial Group LLC 0.14% Reduce -3.4% 717 $360K
Hill Island Financial LLC 0.09% No change 715 $360K
Bucket List Wealth Management, LLC 0.21% — 711 $357K
Pacific Point Advisors, LLC 0.19% Add +0.3% 710 $357K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.12% No change 710 $357K
Caxton Corp. 8.34% Add +9.1% 710 $357K
Kaizen Financial Strategies 0.16% Reduce -6.6% 709 $356K
MADDEN SECURITIES Corp 0.11% Add +3.5% 708 $356K
Capstone Wealth Management, Inc. 0.31% — 712 $356K
Sara-Bay Financial 0.11% Reduce -8.9% 706 $356K
Dala Group, LLC 0.31% — 707 $355K
Financial Freedom, LLC 0.18% Add +16.5% 707 $355K
Morton Brown Family Wealth, LLC 0.10% Add +0.4% 706 $355K
Cannon Wealth Management Services, LLC 0.25% No change 705 $354K
Ariston Services Group 0.21% No change 705 $354K
GreatBanc Trust CO 0.25% No change 704 $354K
Strengthening Families & Communities, LLC 0.13% Add +23.6% 702 $353K
LifeWealth Investments, LLC 0.11% Add +64.4% 702 $353K
Redwood Wealth Management Group, LLC 0.15% Reduce -31.2% 701 $352K
Shira Ridge Wealth Management 0.14% Reduce -2.8% 701 $352K
Peck Wealth Management, LLC 0.33% No change 700 $352K
Lighthouse Financial LLC 0.23% No change 700 $352K
McCollum Christoferson Group LLC 0.10% No change 700 $352K
Libra Wealth LLC 0.10% Reduce -1.3% 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 0.18% Reduce -0.7% 699 $351K
Alliance Wealth Management Group 0.08% Reduce -2.9% 699 $351K
Towercrest Capital Management 0.06% Reduce -2.9% 699 $351K
Pacific Wealth Strategies Group, Inc. 0.20% No change 698 $351K
VestGen Investment Management 0.19% Add +6.2% 698 $351K
Waller Financial Planning Group, Inc. 0.08% Reduce -13.4% 698 $351K
Buck Wealth Strategies, LLC 0.04% Reduce -11.2% 697 $350K
Stordahl Capital Management, Inc. 0.07% Reduce -4.4% 695 $349K
Hobart Private Capital, LLC 0.07% Add +58.0% 695 $349K
Oak Wealth Advisors LLC 0.20% Add +1.6% 694 $349K
Wealth Management Associates, Inc. 0.12% Reduce -12.8% 694 $349K
Emergent Wealth Advisors, LLC 0.20% Add +37.8% 693 $348K
Aljian Capital Management, LLC 0.07% No change 693 $348K
Stonebridge Financial Planning Group, LLC 0.13% No change 691 $347K
Sunrise Financial Services, LLC 0.26% — 690 $347K
Copley Financial Group, Inc. 0.21% Reduce -2.1% 690 $347K
Carter Financial, LLC 0.31% — 689 $346K
Catalyst Investment Management LLC 0.33% — 688 $346K
Cloud Capital Management, LLC 0.16% Add +27.8% 686 $345K
TruNorth Capital Management, LLC 0.07% Add +72.5% 685 $344K
TD Capital Management LLC 0.03% Add +18.9% 685 $344K
Latko Wealth Management, Ltd. 0.17% Add +11.4% 682 $343K
SPG Advisors LLC 3.52% Reduce -3.8% 682 $343K
Peninsula Asset Management Inc. 0.18% No change 682 $343K
BXM Wealth LLC 0.26% Add +3.5% 681 $342K
Acima Private Wealth, LLC 0.11% No change 679 $341K
Stronghold Wealth Management L.L.C. 0.50% — 678 $341K
Xena Financial Planning, LLC 0.40% — 678 $341K
Realta Investment Advisors 0.11% New 678 $341K
Wilkins Miller Wealth Management, LLC 0.20% No change 677 $340K
Elite Life Management LLC 0.55% Add +13.6% 669 $340K
Royal Fund Management, LLC 0.03% Reduce -4.9% 676 $340K
Serenity Investment Advisors 0.20% — 679 $339K
Petredis Investment Advisors LLC 0.03% No change 675 $339K
Arcadia Investment Management Corp. 0.06% Add +1.7% 674 $339K
Howard Bailey Securities, LLC 0.13% Reduce -14.8% 673 $338K
Brian Low Financial Group, LLC 0.24% Add +3.1% 673 $338K
Thompson Investment Management, Inc. 0.04% Add +47.6% 673 $338K
Tamar Securities, LLC 0.04% Reduce -7.8% 671 $337K
VanderPol Investments L.L.C. 0.64% No change 670 $337K
Bullock Wealth Management Group 0.16% — 667 $335K
Axis Wealth Partners, LLC 0.18% Reduce -4.5% 665 $334K
Sonoma Allocations LLC 0.11% Add +47.2% 689 $334K
Evolution Wealth Management Inc. 0.28% Add +4.2% 664 $334K
Rare Wolf Capital LLC 0.21% — 663 $333K
O'Brien Wealth Partners LLC 0.04% No change 663 $333K
Paul R. Ried Financial Group, LLC 0.16% Add +13.2% 662 $333K
Global Strategic Investment Solutions, LLC 0.03% No change 662 $333K
Bear Mountain Capital, Inc. 0.11% No change 675 $333K
1015 Capital Partners, LLC 0.33% — 661 $332K
Squire Investment Management Company, LLC 0.10% Add +1.5% 661 $332K
Tillman Hartley LLC 0.08% New 661 $332K
Bollard Group LLC 0.01% No change 660 $332K
10Elms LLP 0.35% No change 660 $332K
Sherman Wealth Management LLC 0.29% — 660 $332K
Twin Focus Capital Partners, LLC 0.04% No change 656 $330K
OneAscent Investment Solutions LLC 0.35% Reduce -1.2% 655 $329K
Kaydan Wealth Management, Inc. 0.10% No change 653 $328K
Family Legacy Financial Solutions, LLC 0.25% No change 652 $328K
Urban Wealth Management, LLC 0.30% — 652 $328K
Pincus Capital Management, LP 0.22% — 650 $327K
PFS Partners, LLC 0.15% Add +7.8% 650 $327K
Alpha Financial Advisors, LLC 0.10% Add +44.1% 650 $327K
First Washington CORP 0.08% No change 650 $327K
Phillips Wealth Planners LLC 0.26% Add +5.3% 675 $327K
Osbon Capital Management LLC 0.30% — 646 $325K
Penn Davis McFarland Inc. 0.03% No change 645 $324K
Miramontes Capital, LLC 0.11% — 644 $324K
J.Safra Asset Management Corp 0.02% New 643 $323K
Swisher Financial Concepts, Inc. 0.18% Reduce -0.3% 642 $323K
Awm Capital, LLC 0.03% Add +6.3% 642 $323K
Walser Wealth Management Company, A Ltd Liability Co 0.17% — 641 $322K
Corundum Trust Company, INC 0.73% Reduce -3.2% 638 $321K
Eight 31 Financial, LLC 0.18% No change 636 $320K
Narwhal Capital Management 0.02% No change 636 $320K
Reliant Investment Management, LLC 0.13% Reduce -10.6% 634 $319K
Montgomery Investment Management Inc. 0.11% No change 634 $319K
Madrid Wealth Management, LLC 0.26% — 633 $318K
Spahn Wealth & Retirement LLC 0.20% Reduce -0.6% 630 $317K
Prelude Capital Management, LLC 0.02% New 630 $317K
Kaufman Rossin Wealth, LLC 0.16% Reduce -4.5% 629 $316K
Beacon Bridge Wealth Partners, LLC 0.10% Add +6.5% 626 $315K
Code Waechter LLC 0.20% No change 625 $314K
Landmark Wealth Management, LLC 0.12% No change 624 $314K
Compass Planning Associates Inc 0.22% Reduce -2.4% 623 $313K
Equita Financial Network, Inc. 0.09% Add +15.2% 622 $313K
MayTech Global Investments, LLC 0.03% Reduce -10.1% 622 $313K
Parrish Capital LLC 0.28% — 621 $312K
Delos Wealth Advisors, LLC 0.21% Reduce -8.8% 621 $312K
Values First Advisors, Inc. 0.16% No change 621 $312K
Dixon Fnancial Services, Inc. 0.14% No change 620 $312K
LifePlan Investment Advisors, Inc. 0.13% Reduce -25.4% 620 $312K
Great Oak Capital Partners, LLC 0.08% No change 626 $311K
RPS Advisory Solutions LLC 0.15% Reduce -13.1% 617 $310K
Klein Pavlis & Peasley Financial, Inc. 0.18% Add +14.7% 616 $310K
Centennial Bank 0.12% No change 615 $309K
BDFS Capital LLC 0.16% — 614 $309K
Second Half Financial Partners, LLC 0.14% No change 614 $309K
Pacific Wealth Management 0.14% No change 612 $308K
Afg Fiduciary Services Limited Partnership 0.18% No change 619 $308K
Millington Financial Advisors, LLC 0.14% Add +0.7% 605 $307K
Prepared Retirement Institute LLC 0.15% Add +0.3% 611 $307K
Petix & Botte Co 0.07% Add +0.8% 611 $307K
Nixon Capital, LLC 0.08% No change 610 $307K
Dara Capital Us, Inc. 0.27% — 608 $306K
Asempa Wealth Advisors 0.26% — 608 $306K
Blue Square Asset Management, LLC 0.14% Reduce -1.9% 608 $306K
Ruggiero Investments, Inc. 0.28% — 607 $305K
Clark & Stuart, Inc 0.21% No change 607 $305K
CWC Advisors, LLC. 0.15% Reduce -4.3% 607 $305K
Blom & Howell Financial Planning, Inc. 0.30% — 605 $304K
Brewster Financial Planning LLC 0.19% No change 604 $304K
Notis-McConarty Edward 0.14% No change 604 $304K
RFG Holdings, Inc. 0.08% Add +11.7% 604 $304K
Mosley Wealth Management 0.14% — 604 $302K
Bawa N Mallick Trust 0.11% No change 600 $302K
Skylands Capital, LLC 0.04% Reduce -25.0% 600 $302K
Legal Advantage Investments, Inc. 0.14% Reduce -0.2% 599 $301K
Wealth Advisors Northwest LLC 0.13% Add +5.7% 598 $301K
Legacy Wealth Managment, LLC 0.14% Reduce -7.4% 597 $300K
Retirement Guys Formula LLC 0.14% Add +4.5% 597 $300K
Cottage Street Advisors LLC 0.13% No change 597 $300K
Eastover Investment Advisors LLC 0.13% Reduce -2.5% 596 $300K
Torrey Growth & Income Advisors 0.10% Add +15.1% 595 $299K
Conservest Capital Advisors, Inc. 0.03% Reduce -8.5% 595 $299K
Omega Financial Group, LLC 0.10% Reduce -18.3% 594 $299K
Teza Capital Management LLC 0.96% New 593 $298K
Machina Capital S.A.S. 0.06% Reduce -86.9% 593 $298K
Liberty Atlantic Advisors LLC 0.29% — 590 $297K
Paladin Advisory Group, LLC 0.22% Add +15.9% 590 $297K
Koenig Investment Advisory, LLC 0.24% — 588 $296K
Claris Advisors, LLC / Mo / 0.09% Reduce -24.4% 588 $296K
HTG Investment Advisors, Inc. 0.09% Reduce -7.8% 588 $295K
Nicollet Investment Management, Inc. 0.09% Reduce -2.5% 587 $295K
Signal Tree Financial Partners LLC 0.22% Reduce -16.1% 584 $294K
Disciplined Investments, LLC 0.11% Add +4.5% 582 $293K
KDK Private Wealth Management, LLC 0.25% New 581 $292K
Ascent Wealth Partners, LLC 0.03% No change 579 $291K
Perkins Coie Trust Co 0.05% No change 577 $290K
Genus Capital Management Inc. 0.03% No change 575 $289K
Blue Barn Wealth, LLC 0.42% Reduce -16.9% 574 $289K
Capital Squared Financial LLC 0.23% No change 574 $289K
Sound Stewardship, LLC 0.14% Reduce -3.5% 573 $288K
Verus Wealth Management, LLC 0.27% No change 573 $288K
Cadia Private Client LLC 0.23% — 573 $288K
Worthington Financial Partners, LLC 0.25% — 572 $288K
Cypress Capital, LLC 0.08% Reduce -3.5% 572 $288K
Optimus Capital Advisors, LLC 0.17% — 571 $287K
Saudi Central Bank 0.01% Add +2.0% 570 $287K
Investors Research Corp 0.05% No change 569 $286K
Turning Point Benefit Group, Inc. 0.15% Add +1435.1% 568 $286K
Financial Planning Navigators CORP 0.13% — 568 $286K
Seaside Wealth Management, Inc. 0.08% Reduce -0.5% 566 $285K
Winthrop Capital Management, LLC 0.07% New 565 $284K
Capstone Wealth Management, LLC 0.21% Add +0.4% 564 $283K
Fiscal Wisdom Wealth Management, LLC 0.27% Add +37.0% 563 $283K
Beaumont Asset Management, L.L.C. 0.14% No change 563 $283K
Valley Forge Investment Consultants Inc. Adv 0.08% Reduce -16.0% 563 $283K
Burkett Financial Services, LLC 0.10% Reduce -2.8% 563 $283K
Hutchens & Kramer Investment Management Group, LLC 0.10% No change 562 $283K
A&I Financial Services, LLC 0.13% Add +16.8% 562 $282K
Davidson Investment Advisors 0.01% Add +1.4% 562 $282K
O'Connor Financial Group LLC 0.11% Add +4.8% 589 $282K
Larry Mathis Financial Planning, LLC 0.25% — 560 $281K
Guardian Wealth Advisors, LLC 0.16% No change 560 $281K
Conrad Siegel Investment Advisors, Inc. 0.05% Add +2.2% 560 $281K
Archvest Wealth Advisors, Inc. 0.18% New 559 $281K
Chase Investment Counsel Corp. 0.08% Reduce -9.7% 558 $280K
Pursuit Wealth Strategies, LLC 0.39% — 557 $280K
Dynamic Wealth Strategies, LLC 0.17% Add +35.6% 556 $279K
Slagle Financial, LLC 0.10% Add +12.6% 556 $279K
Axecap Investments, LLC 0.17% Reduce -73.5% 555 $279K
Navigoe, LLC 0.17% No change 554 $278K
Keyvantage Wealth, LLC 0.12% Reduce -49.9% 553 $278K
S Harris Financial Group, LLC 0.26% — 550 $276K
Howe & Rusling Inc. 0.02% No change 550 $276K
WealthCare Asset Management, LLC 0.25% — 554 $276K
Lipe & Dalton 0.14% Reduce -9.1% 550 $276K
Camelot Technology Advisors, Inc. 0.21% No change 549 $276K
BAM Wealth Management, LLC 0.20% New 549 $276K
Manuka Financial, LLC 0.17% Add +5.8% 549 $276K
MPWM Advisory Solutions, LLC 0.15% No change 547 $275K
Blackston Financial Advisory Group, LLC 0.17% Reduce -4.0% 546 $274K
Aquire Wealth Advisors, LLC 0.07% Add +1.7% 546 $274K
Greenline Wealth Management LLC 0.28% — 545 $274K
CrossGen Wealth, LLC 0.24% — 545 $274K
American Financial & Tax Strategies Inc. 0.14% No change 545 $274K
Centennial Advisors, LLC 0.36% — 545 $274K
Vivid Wealth Management, LLC 0.11% Reduce -3.2% 544 $273K
Summit Investment Advisory Services, LLC 0.10% Add +0.4% 544 $273K
Ebert Capital Management Inc. 0.26% — 566 $272K
Landing Point Financial Group, LLC 0.14% Reduce -5.8% 541 $272K
Strategic Wealth Investment Group, LLC 0.03% Reduce -56.9% 541 $272K
High Point Wealth Management, LLC 0.26% — 540 $271K
McCarthy Asset Management, Inc. 0.14% Reduce -11.3% 540 $271K
One Wealth Map LLC 0.14% Add +6.5% 556 $271K
Donalies Financial Planning, LLC 0.23% — 537 $270K
Cypress Capital Management LLC (WY) 0.26% No change 537 $270K
Corus Family Wealth Advisors 0.21% Add +2.3% 536 $269K
Foundry Financial Group, Inc. 0.13% Add +13.3% 536 $269K
Pollock Investment Advisors, LLC 0.20% No change 535 $269K
Portus Wealth Advisors, LLC 0.25% Reduce -2.2% 534 $268K
Virginia Wealth Management Group, Inc. 0.16% No change 534 $268K
Sit Investment Associates Inc. 0.01% No change 533 $268K
DKM Wealth Management, Inc. 0.20% Reduce -2.8% 530 $266K
Three Arch Wealth Management LLC 0.05% — 529 $266K
Downshift Financial, LLC 0.16% — 527 $266K
Arbor Capital Management Inc. 0.22% Reduce -29.1% 536 $265K
Clarity Wealth Development LLC 0.22% No change 527 $265K
Headland Capital, LLC 0.07% Reduce -7.2% 525 $264K
Planning Directions Inc. 0.13% No change 524 $263K
Auour Investments LLC 0.08% Add +0.4% 523 $263K
Clear Trail Advisors, LLC 0.06% — 523 $263K
Kinloch Capital, LLC 0.11% Add +24.6% 522 $262K
Dillon & Associates Inc. 0.03% Reduce -0.4% 520 $262K
Mainsail Financial Group, LLC 0.11% Reduce -7.3% 521 $262K
Veery Capital, LLC 0.08% Add +3.2% 521 $262K
Tolleson Wealth Management, Inc. 0.04% Reduce -33.5% 519 $261K
Seneca Financial Advisors LLC 0.08% Reduce -8.8% 518 $260K
Sellwood Investment Partners LLC 0.10% No change 517 $260K
Intergy Private Wealth, LLC 0.08% New 517 $260K
Carolina Wealth Advisors, LLC 0.12% Reduce -8.7% 516 $259K
Midwest Heritage Bank, FSB 0.09% Add +18.9% 516 $259K
Valued Retirements, Inc. 0.25% Reduce -45.5% 515 $259K
Altus Wealth Management, LLC 0.11% No change 513 $258K
Meredith Wealth Planning 0.08% Reduce -9.1% 512 $257K
E6 Portfolios, LLC 0.29% — 510 $256K
Butensky & Cohen Financial Security, Inc. 0.07% No change 510 $256K
SoundView Advisors Inc. 0.09% New 508 $255K
C M Bidwell & Associates Ltd. 0.12% Add +3.0% 506 $254K
Quad-Cities Investment Group, LLC 0.10% Reduce -2.1% 506 $254K
Vertex Planning Partners, LLC 0.06% Reduce -40.0% 506 $254K
United Bank 0.03% No change 506 $254K
W.H. Cornerstone Investments Inc. 0.15% Add +0.4% 505 $254K
Infinity Wealth Counsel, LLC 0.23% No change 503 $253K
Austin Asset Management Co Inc 0.04% Reduce -3.1% 503 $253K
Fidato Wealth LLC 0.16% Reduce -19.9% 502 $252K
McCarthy & Cox 3.05% Reduce -68.3% 500 $251K
Teachers Insurance & Annuity Association of America 0.30% No change 500 $251K
Providence Financial Advisors, LLC 0.25% New 500 $251K
Figure 8 Investment Strategies LLC 0.22% No change 500 $251K
Ellerson Group Inc. 0.17% No change 500 $251K
RiverTree Advisors, LLC 0.16% No change 500 $251K
Raub Brock Capital Management LP 0.06% No change 500 $251K
Drexel Morgan & Co. 0.04% No change 500 $251K
Stanley-Laman Group, Ltd. 0.03% 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% No change 498 $250K
Greenfield Seitz Capital Management, LLC 0.08% No change 498 $250K
John Boyer, Inc. 0.25% New 495 $249K
RBA Wealth Management, LLC 0.08% Add +1.0% 495 $249K
North Point Portfolio Managers Corp. 0.04% New 494 $248K
Barry Investment Advisors, LLC 0.06% No change 493 $248K
WPG Advisers, LLC 0.18% Add +23.9% 492 $247K
Copia Wealth Management 0.18% Add +3.1% 492 $247K
Delta Wealth Advisors LLC 0.21% Reduce -3.9% 491 $247K
Frontier Asset Management, LLC 0.06% No change 489 $246K
Mason Investment Advisory Services, Inc. 0.01% No change 488 $245K
Lesa Sroufe & Co 0.18% No change 487 $245K
SS&H Financial Advisors, Inc. 0.07% No change 488 $245K
Cassady Wealth & Retirement Planning, LLC 0.16% — 487 $245K
Flower City Capital 0.12% Reduce -23.9% 485 $244K
Opulen Financial Group LLC 0.18% Add +6.4% 485 $244K
Pioneer Family Office, LLC 0.16% — 485 $244K
Topel & Distasi Wealth Management, LLC 0.12% No change 485 $244K
Castleview Partners, LLC 0.12% Add +3.0% 484 $243K
Dedeker Financial LLC 0.22% — 484 $243K
Ghe, LLC 0.08% New 500 $243K
True Wealth Design, LLC 0.07% Add +0.2% 482 $242K
Meadow Creek Wealth Advisors LLC 0.15% Add +0.4% 482 $242K
Beck Bode, LLC 0.04% Reduce -0.6% 482 $242K
New Dimensions Wealth Management, LLC 0.21% No change 481 $242K
Troutman Wealth Management, LLC 0.20% — 480 $241K
Orgel Wealth Management, LLC 0.01% No change 477 $240K
Pingora Partners LLC 0.15% No change 477 $240K
Winthrop Partners - WNY, LLC 0.13% — 477 $240K
Fulcrum Capital LLC 0.05% Reduce -0.4% 476 $239K
POM Investment Strategies, LLC 0.12% Add +14.5% 475 $239K
Santori & Peters, Inc. 0.08% Add +9.2% 475 $239K
MSA Advisors, LLC 0.06% No change 475 $239K
Macroview Investment Management LLC 0.16% New 473 $238K
Zinnia Wealth Advisory, LLC 0.26% — 473 $238K
Henrickson Nauta Wealth Advisors, Inc. 0.04% New 476 $237K
Innova Wealth Partners 0.12% Reduce -44.9% 470 $236K
Wealthstar Advisors, LLC 0.13% Reduce -81.5% 469 $236K
Steinberganna Wealth Management 0.11% Reduce -0.8% 469 $236K
Manning & Napier Advisors LLC 0.00% Add +286.8% 468 $236K
Inceptionr LLC 0.07% Reduce -87.8% 468 $235K
Schulz Wealth, LTD. 0.15% Add +1.3% 466 $234K
180 GPS Investments IC Ltd 0.19% Reduce -98.2% 508 $234K
Maren Capital LLC 0.01% Reduce -31.1% 465 $234K
Integrated Quantitative Investments LLC 0.05% Add +8.7% 464 $233K
Laffer Tengler Investments, Inc. 0.04% Reduce -5.1% 464 $233K
Stegner Investment Associates Inc. 0.12% Reduce -0.9% 462 $232K
Halter Ferguson Financial Inc. 0.05% Reduce -0.9% 460 $231K
Bienville Capital Management, LLC 0.04% Add +15.0% 460 $231K
BlueStem Wealth Partners, LLC 0.03% Add +3.4% 460 $231K
North Ridge Wealth Advisors, Inc. 0.13% No change 460 $231K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.14% No change 459 $231K
Partners Capital Investment Group, LLP 0.01% No change 459 $231K
Financial Advisory Corp 0.03% Reduce -2.1% 457 $230K
Key Capital Management, INC 0.23% — 457 $230K
Allen Wealth Management, LLC 0.14% Reduce -1.5% 457 $230K
Mullooly Asset Management, Inc. 0.08% No change 457 $230K
Dynasty Wealth Management, LLC 0.00% New 457 $230K
Luminist Capital LLC 0.28% Reduce -1.7% 455 $229K
NBZ Investment Advisors LLC 0.10% Reduce -73.2% 455 $229K
Hobbs Group Advisors, LLC 0.07% Reduce -34.3% 454 $228K
WealthCare Investment Partners, LLC 0.07% No change 458 $228K
Nicholas Wealth, LLC. 0.15% New 452 $227K
BostonPremier Wealth LLC 0.12% No change 451 $227K
Kuhn & Co Investment Counsel 0.15% Add +8.7% 450 $226K
Cumberland Partners Ltd 0.01% New 450 $226K
InvesTrust 0.09% Reduce -3.2% 450 $226K
Prospera Capital Management, LLC 0.11% Add +11.1% 449 $226K
Sustainable Insight Capital Management, LLC 0.08% Reduce -25.0% 449 $226K
TPG Financial Advisors, LLC 0.08% Add +7.9% 449 $226K
LifeGoal Investments, LLC 0.15% Reduce -10.9% 448 $225K
Advisortrust Partners, LLC 0.10% — 446 $224K
LifeGuide Financial Advisors, LLC 0.07% Reduce -14.6% 450 $224K
Charis Legacy Partners, LLC 0.33% Reduce -16.3% 443 $223K
STAR Financial Bank 0.11% Reduce -7.1% 442 $222K
Jeppson Wealth Management, LLC 0.07% No change 442 $222K
Briggs Wealth Management, Inc 0.24% — 440 $221K
AdviceOne Advisory Services, LLC 0.13% New 439 $221K
Dakota Community Bank & Trust NA 0.76% No change 438 $220K
Stirlingshire Investments, Inc. 0.20% — 438 $220K
Objectivity Squared, LLC 0.12% No change 438 $220K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.34% — 436 $219K
Melfa Wealth Management, Inc. 0.13% Add +3.3% 436 $219K
Cultivar Capital, Inc. 0.14% New 435 $219K
New Insight Wealth Advisors 0.08% New 433 $218K
Summit Wealth Partners, LLC 0.04% No change 433 $218K
GR Financial Group, LLC 0.05% Reduce -14.7% 430 $216K
Rockport Wealth LLC 0.04% Reduce -8.9% 430 $216K
NewCorp Financial Services, Inc. 0.19% — 430 $216K
Tandem Financial, LLC 0.26% Reduce -58.1% 476 $216K
High Falls Advisors, Inc 0.04% Reduce -10.4% 429 $216K
William Howard & Co Financial Advisors Inc 0.18% No change 428 $215K
Schorn Wealth LLC 0.07% New 428 $215K
Five Pine Wealth Management 0.14% Reduce -6.8% 425 $214K
Permanent Capital Management, LP 0.04% New 423 $213K
OakTrust Wealth Advisors, LLC 0.19% — 420 $211K
Chesapeake Asset Management LLC 0.18% Add +121.0% 420 $211K
Colonial River Investments, LLC 0.08% Reduce -12.7% 420 $211K
Hudson Oak Wealth Advisory LLC 0.19% — 419 $211K
Dean, Jacobson Financial Services, LLC 0.13% No change 419 $211K
Groupe la Francaise 0.00% Reduce -87.6% 497 $210K
AMG Asset Management Group, Inc. 0.68% — 418 $210K
Great Point Wealth Advisors, LLC 0.04% New 418 $210K
Strategic Financial Concepts, LLC 0.19% Reduce -84.0% 417 $210K
Stokes Capital Advisors, LLC 0.05% Reduce -3.9% 417 $210K
DecisionPoint Financial, LLC 0.05% Add +9.2% 417 $210K
Flagship Private Wealth, LLC 0.08% Add +1.2% 417 $210K
Fourth Dimension Wealth, LLC 0.08% No change 416 $209K
Meridian Management Co. 0.05% No change 415 $209K
Kooman & Associates 0.06% Add +0.2% 413 $208K
Avant Capital LLC 0.14% No change 412 $207K
WESPAC Advisors, LLC 0.11% Reduce -8.0% 412 $207K
Rainey & Randall Wealth Advisors Inc. 0.03% Reduce -19.5% 412 $207K
Trailhead Planners LLC 0.20% — 411 $207K
Bank Ozk 0.07% Reduce -17.0% 411 $207K
Powers Advisory Group, LLC 0.08% Reduce -15.8% 410 $206K
Kropog Financial Group, LLC 0.16% No change 410 $206K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.19% — 409 $206K
Fjell Capital, LLC 0.16% Reduce -0.5% 409 $206K
Cambridge Capital Management, LLC 0.09% No change 409 $206K
Quartz Partners, LLC 0.08% Reduce -59.6% 408 $205K
Roberts Wealth Advisors, LLC 0.05% Add +1.2% 408 $205K
St. Clair Advisors, LLC 0.05% Reduce -5.8% 408 $205K
TL Private Wealth 0.08% No change 410 $205K
Newport Capital Group, LLC 0.13% Reduce -10.0% 407 $205K
Campbell Deegan Wealth Management, LLC 0.16% New 406 $204K
Peloton Wealth Strategists 0.08% New 406 $204K
Harvest Fund Management Co., Ltd 0.01% Reduce -10.8% 405 $204K
Western Reserve Capital Management, LLC 0.19% — 403 $203K
Murphy & Mullick Capital Management Corp 0.15% Add +9.8% 403 $203K
Enclave Advisors LLC 0.03% Reduce -41.9% 403 $203K
High Probability Advisors, LLC 0.03% Reduce -5.8% 402 $202K
Stanich Group LLC 0.15% New 402 $202K
Trademark Financial Management, LLC 0.11% Reduce -2.7% 401 $202K
Sensenig Capital Advisors, Inc 0.20% — 400 $201K
GuidedMoney, LLC 0.11% — 400 $201K
MorganRosel Wealth Management, LLC 0.05% No change 400 $201K
Verdad Advisers, LP 0.23% — 398 $200K
SLT Holdings LLC 0.13% New 398 $200K
Howard Hughes Medical Institute 0.11% Add +0.3% 395 $199K
West Financial Advisors, LLC 0.03% No change 392 $197K
Kozak & Associates, Inc. 0.04% No change 392 $196K
Quaker Wealth Management, LLC 0.06% Add +109.7% 388 $195K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.27% No change 388 $195K
MJT & Associates Financial Advisory Group, Inc. 0.14% No change 380 $191K
Mb, Levis & Associates, LLC 0.08% No change 380 $191K
Vision Retirement, LLC 0.05% — 376 $189K
Red Tortoise LLC 0.08% No change 376 $189K
Accordant Advisory Group Inc 0.13% No change 370 $186K
IFC & Insurance Marketing, Inc. 0.18% — 368 $185K
MidAtlantic Capital Management, Inc. 0.12% New 361 $181K
NWK Group, Inc. 0.06% Add +33.2% 357 $179K
Align Financial, LLC 0.10% — 179,040 $179K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -32.8% 356 $179K
Atlantic Edge Private Wealth Management, LLC 0.04% No change 340 $171K
Loomis Sayles & Co. L P 0.00% Reduce -3.8% 334 $168K
Signature Equity Partners, LLC 0.09% — 333 $167K
NCP Inc. 0.13% New 330 $166K
Sarver Vrooman Wealth Advisors 0.10% Add +1.6% 319 $160K
Luken Investment Analytics, LLC 0.06% Add +73.4% 319 $160K
Garton & Associates Financial Advisors LLC 0.09% — 315 $158K
HighMark Wealth Management LLC 0.06% No change 311 $156K
IMG Wealth Management, Inc. 0.10% Add +41.3% 301 $151K
Solstein Capital, LLC 0.06% No change 301 $151K
Chung Wu Investment Group, LLC 0.12% No change 300 $151K
Ramirez Asset Management, Inc. 0.02% No change 300 $151K
Essential Investment Partners LLC 0.14% — 297 $149K
Quarry LP 0.03% Add +10.9% 294 $148K
Minot DeBlois Advisors LLC 0.13% Reduce -3.3% 290 $146K
Bravera Wealth 0.07% — 285 $143K
TOWER TRUST & INVESTMENT Co 0.09% Add +437.7% 285 $143K
Clarity Asset Management, Inc. 0.08% Reduce -51.4% 283 $142K
Silvant Capital Management LLC 0.00% No change 283 $142K
First Financial Corp. 0.05% No change 282 $142K
Wellington Grp LLC 0.05% — 280 $141K
Aventus Investment Advisors, Inc. 0.11% No change 277 $139K
Principia Wealth Advisory, LLC 0.09% Add +4.5% 276 $139K
Walsh & Associates, LLC 0.13% — 266 $134K
Transamerica Financial Advisors, LLC 0.01% Add +0.4% 262 $132K
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
MRP Capital Investments, LLC 0.11% No change 250 $126K
Fiduciary Advisors, Inc. 0.10% New 250 $126K
Park Place Capital Corp 0.03% Reduce -2.7% 250 $126K
Stone House Investment Management, LLC 0.02% Add +79.0% 247 $124K
Monetary Solutions, Ltd 0.12% — 235 $118K
Wealth Watch Advisors, INC 0.04% Add +70.6% 232 $117K
Robinswood Financial LLC 0.04% No change 231 $116K
Legacies Wealth LLC 0.06% No change 227 $114K
Aster Capital Management (DIFC) Ltd 0.05% Reduce -93.7% 223 $112K
REAP Financial Group, LLC 0.02% Add +23.9% 223 $112K
Friedenthal Financial 0.06% Reduce -72.3% 222 $112K
Redwood Park Advisors LLC 0.07% Add +9.5% 219 $110K
CGC Financial Services, LLC 0.03% No change 218 $110K
1248 Management, LLC 0.06% No change 205 $103K
GGM Financial LLC 0.05% No change 198 $100K
Lloyd Advisory Services, LLC. 0.04% Reduce -58.2% 197 $99K
Front Row Advisors LLC 0.03% Reduce -5.8% 196 $99K
Caitlin John, LLC 0.06% Add +413.2% 195 $98K
Eukles Asset Management 0.04% No change 194 $98K
Westend Capital Management, LLC 0.03% No change 194 $98K
DV Trading LLC 0.01% — 194 $98K
Richardson Capital Management LLC 0.05% No change 191 $96K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 191 $96K
Investors Portfolio Services LLC 0.08% — 185 $93K
Strive Financial Group ,LLC 0.05% — 181 $91K
JCIC Asset Management Inc. 0.03% No change 180 $90K
University of Texas/Texas Am Investment Management Co. 0.01% Add +64.8% 178 $89K
Bare Financial Services, Inc 0.02% Add +49.6% 172 $86K
Gables Capital Management Inc. 0.04% No change 170 $85K
Itau Unibanco Holding S.A. 0.00% Add +218.9% 169 $85K
Penserra Capital Management LLC 0.00% Add +5.7% 168 $84K
Vermillion & White Wealth Management Group, LLC 0.04% Add +32.3% 164 $82K
Prudent Man Investment Management, Inc. 0.03% Add +92.9% 162 $81K
Swiss Re Ltd. 0.01% — 160 $80K
Quest 10 Wealth Builders, Inc. 0.07% No change 155 $78K
Nova Wealth Management, Inc. 0.05% No change 152 $77K
Bullseye Investment Management, LLC 0.04% New 150 $75K
1 North Wealth Services LLC 0.03% Add +30.4% 150 $75K
Merrithew & Thorsten Inc 0.08% — 150 $75K
Standard Family Office LLC 0.08% No change 148 $74K
Horizon Financial Services, LLC 0.03% Add +3.6% 143 $72K
Sankala Group LLC 0.06% — 142 $72K
Frisco Financial Planning LLC 0.06% No change 132 $66K
Innovative Advisory Group, LLC 0.04% No change 129 $65K
Financially Speaking Inc 0.04% Reduce -98.1% 128 $64K
Virtus Advisers, LLC 0.03% Reduce -4.6% 124 $62K
Team Financial Group, LLC 0.03% No change 122 $61K
Wolff Wiese Magana LLC 0.03% No change 119 $60K
Consultiva Wealth Management, Corp. 0.17% Reduce -31.6% 119 $60K
Atlantic Private Wealth, LLC 0.04% Reduce -63.9% 118 $59K
Newton One Investments LLC 0.02% No change 117 $59K
MeadowBrook Investment Advisors LLC 0.05% No change 111 $56K
RMG Wealth Management LLC 0.01% Add +35.3% 115 $56K
Merited Wealth, LLC 0.05% — 110 $55K
Whipplewood Advisors, LLC 0.04% Add +10.0% 110 $55K
LFA - Lugano Financial Advisors SA 0.03% No change 109 $55K
Reyes Financial Architecture, Inc. 0.03% No change 106 $53K
E Fund Management (Hong Kong) Co., Ltd. 0.02% Add +529.4% 107 $52K
Advocate Investing Services LLC 0.04% — 100 $50K
WHI TRUST Co LLC 0.04% — 100 $50K
Pavaki Capital Management LLC 0.04% — 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
Cresta Advisors, Ltd. 0.02% New 98 $49K
Gen-Wealth Partners Inc 0.02% No change 95 $48K
Decker Retirement Planning Inc. 0.02% No change 82 $41K
RHL Group, LLC 0.03% — 79 $40K
LM Advisors LLC 0.16% Reduce -46.5% 19,912 $40K
Broadwater Capital Management LLC 0.03% No change 77 $39K
Mountain Hill Investment Partners Corp. 0.03% No change 77 $39K
Essex Investment Management Co. LLC 0.01% No change 76 $38K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -15.5% 71 $36K
Winnacle Wealth LLC 0.03% Reduce -35.5% 69 $35K
HFM Investment Advisors, LLC 0.01% Add +187.0% 66 $33K
Atomic Invest LLC 0.02% — 66 $33K
Nexus Investment Management ULC 0.00% No change 61 $31K
ESL Trust Services, LLC 0.01% No change 60 $30K
WestEnd Advisors, LLC 0.00% Add +40.5% 59 $30K
Kingdom Financial Group LLC. 0.01% Reduce -94.4% 54 $27K
XY Capital Ltd 0.03% New 52 $26K
LGT Financial Advisors LLC 0.15% No change 50 $25K
Hamrick Investment Counsel, llc 0.02% — 41 $21K
Fiduciary Counselling Inc. 0.05% New 40 $20K
Hoese & Co LLP 0.01% No change 39 $20K
PayPay Securities Corp 0.56% Add +26.7% 38 $19K
Ravenstone Capital Management Inc. 0.01% No change 38 $19K
Obsidian Cio, LLC 0.03% Reduce -98.4% 36 $18K
Collier Financial 0.01% No change 36 $18K
Battery Global Advisors, LLC 0.01% New 34 $17K
Three Bearings Fiduciary Advisors, Inc. 0.02% — 34 $16K
Catherine Avery Investment Management LLC 0.01% Add +3.3% 31 $16K
Longfellow Investment Management Co. LLC 0.00% Add +10.7% 31 $16K
Reflection Asset Management 0.01% — 30 $15K
Volterra Technologies LP 0.01% New 29 $15K
Arbor Wealth Management LLC\AZ 0.01% — 28 $14K
Smallwood Wealth Investment Management, LLC 0.01% No change 26 $13K
Portfolio Resources Advisor Group, Inc. 0.01% — 25 $13K
CFG Wealth Management Services, Inc. 0.01% — 25 $13K
Birch Capital Management, LLC 0.01% No change 25 $13K
Inspire Investing, LLC 0.00% New 25 $13K
Imprint Wealth LLC 0.04% New 15 $8K
Palladiem, LLC 0.00% — 9 $5K
Conquis Financial LLC 0.00% No change 9 $5K
Networth Advisors, LLC 0.00% — 6 $3K
Proathlete Wealth Management LLC 0.00% New 5 $3K
ROSS\JOHNSON & Associates LLC 0.04% Add +300.0% 4 $2K
NorthAvenue LLC 0.00% — 3 $2K
DRH Investments, Inc. 0.00% No change 2 $1K
Holos Integrated Wealth LLC 0.00% No change 1 $497
Beacon Capital Management, Inc. 0.00% Add +0.0% 1 $47
FNY Investment Advisers, LLC 0.00% Reduce -99.8% 1 $0

"% of holder's portfolio" is BRK.B's weight in each manager's 13F, not the share of Berkshire Hathaway Inc. Class B the manager owns.