BlackstoneBX

13F holders, Q1 2024 (March 31)
1,847holders
10famous investors
$131.19avg. 13F price*

At the end of Q1 2024, 1,847 institutions reported holding Blackstone Inc. (BX) in their 13F filings. The largest holders were Vanguard Group Inc. ($8.4B), BlackRock Inc. ($6.1B) and Capital World Investors ($4.8B). 10 famous investors held it, including Tom Gayner (1.6% of Markel Group's portfolio), Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio) and Mario Gabelli (0.2% of GAMCO Investors's portfolio).

Company
Blackstone Inc.
Sector
Finance
CUSIP
09260D107
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,847Q1 2024Q2 2024: 1,861Q2 2024Q3 2024: 1,935Q3 2024Q4 2024: 2,134Q4 2024Q1 2025: 2,085Q1 2025Q2 2025: 2,112Q2 2025Q3 2025: 2,205Q3 2025Q4 2025: 2,286Q4 2025Q1 2026: 2,133Q1 2026Q2 2026: 2,155Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions135$481.2M
Exits92$636.4M

Ownership 1,847 holders

Vanguard Group Inc. 0.17% Add +2.0% 64,262,972 $8.4B
BlackRock Inc. 0.14% Add +1.3% 46,581,932 $6.1B
Capital World Investors 0.79% Add +7.5% 36,285,872 $4.8B
State Street Corp. 0.17% Add +1.4% 28,575,263 $3.8B
Morgan Stanley 0.27% Add +3.6% 25,670,614 $3.4B
Capital International Investors 0.44% Reduce -15.2% 16,536,980 $2.2B
Geode Capital Management, LLC 0.17% Add +2.3% 14,258,467 $1.9B
JPMorgan Chase & Co. 0.16% Add +4.5% 13,816,918 $1.8B
Edgewood Management LLC 4.26% Reduce -5.1% 12,062,695 $1.6B
Bank of America Corp. 0.14% Add +1.9% 10,932,439 $1.4B
Royal Bank of Canada 0.30% Reduce -4.0% 9,411,958 $1.2B
Aristotle Capital Management, LLC 2.06% Reduce -2.1% 8,463,873 $1.1B
Northern Trust Corp. 0.14% Reduce -2.4% 6,351,849 $834.4M
UBS Group AG 0.25% Add +17.0% 5,862,303 $770.1M
Brown Advisory Inc. 1.02% Reduce -9.5% 5,816,422 $764.1M
CIBC Private Wealth Group LLC 1.39% Reduce -2.3% 5,426,947 $711.1M
Legal & General Group Plc 0.19% Add +0.9% 5,106,518 $670.8M
Goldman Sachs Group Inc. 0.14% Add +39.8% 5,098,709 $669.8M
Wells Fargo & Company 0.18% Add +1.4% 5,097,191 $669.6M
Norges Bank 0.10% Reduce -13.4% 4,688,015 $615.9M
Janus Henderson Group PLC 0.33% Add +0.5% 4,670,645 $613.6M
Bank of New York Mellon Corp 0.12% Reduce -2.4% 4,624,849 $607.6M
Neuberger Berman Group LLC 0.45% Add +9.9% 4,113,574 $540.4M
Invesco Ltd. 0.11% Add +12.8% 4,036,646 $530.3M
Charles Schwab Investment Management Inc. 0.12% Reduce -74.4% 3,798,587 $499.0M
Bessemer Group Inc. 0.82% Reduce -5.0% 3,459,044 $454.4M
Ameriprise Financial Inc. 0.11% Reduce -1.8% 2,993,652 $393.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Add +1.6% 2,553,815 $335.5M
Beck Mack & Oliver LLC 6.36% Add +1.5% 2,389,759 $313.9M
Barclays PLC 0.13% Add +18.9% 2,107,166 $276.8M
Cryder Capital Partners LLP 12.02% Add +6.7% 2,104,205 $276.4M
Nuveen Asset Management, LLC 0.08% Reduce -1.1% 2,045,425 $268.7M
FMR LLC 0.02% Add +73.5% 1,974,391 $259.4M
Lazard Asset Management LLC 0.33% Add +19048.1% 1,883,409 $247.4M
Sumitomo Mitsui Trust Group, Inc. 0.15% Add +0.3% 1,698,822 $223.2M
Axiom Investors LLC 1.92% Add +0.7% 1,675,278 $220.1M
Evercore Wealth Management, LLC 3.27% Reduce -0.1% 1,590,016 $208.9M
APG Asset Management N.V. 0.36% Reduce -0.8% 1,697,765 $206.5M
HighTower Advisors, LLC 0.32% Reduce -13.9% 1,522,734 $200.0M
HSBC Holdings PLC 0.14% Add +50.6% 1,514,090 $198.9M
Raymond James & Associates 0.13% Add +2.8% 1,434,254 $188.4M
Jane Street Group, LLC 0.24% Add +1534.8% 1,414,632 $185.8M
T. Rowe Price Associates Inc. 0.02% Add +39.9% 1,345,005 $176.7M
Darlington Partners Capital Management, LP 10.07% Reduce -22.1% 1,335,202 $175.4M
Rhumbline Advisers 0.17% Add +1.5% 1,322,437 $173.7M
Franklin Resources Inc. 0.06% Reduce -2.2% 1,319,222 $173.3M
National Philanthropic Trust 3.74% Reduce -0.0% 1,304,884 $171.4M
Markel Group 1.59% No change 1,229,000 $161.5M
Heard Capital LLC 9.81% Add +3.8% 1,188,553 $156.1M
National Pension Service 0.19% Add +2.1% 1,176,521 $154.6M
Ensign Peak Advisors, Inc 0.28% Add +0.3% 1,160,774 $152.5M
PNC Financial Services Group, Inc. 0.11% Add +1.2% 1,154,659 $151.7M
California State Teachers Retirement System 0.19% Add +0.7% 1,150,865 $151.2M
Blair William & Co. 0.47% Add +2.1% 1,133,753 $148.9M
John & Kathleen Schreiber Foundation 92.61% Reduce -9.9% 1,126,607 $148.0M
Dimensional Fund Advisors LP 0.04% Reduce -0.8% 1,112,316 $146.1M
Deutsche Bank AG 0.07% Reduce -8.2% 1,085,769 $142.6M
SurgoCap Partners LP 7.28% Add +11.3% 1,032,660 $135.7M
Bank of Montreal 0.04% Reduce -11.9% 1,014,588 $132.9M
Stifel Financial Corp. 0.14% Reduce -0.1% 937,037 $123.1M
New York State Common Retirement Fund 0.16% Reduce -2.1% 934,269 $122.7M
Credit Suisse AG/ 0.12% Reduce -7.5% 925,269 $121.6M
LPL Financial LLC 0.06% Add +1.8% 880,725 $115.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.16% Add +22.7% 858,422 $112.8M
Millennium Management 0.10% New 856,603 $112.5M
Principal Financial Group Inc. 0.07% Add +6.1% 856,027 $112.5M
Amundi 0.05% Reduce -45.9% 906,512 $109.1M
Douglas Lane & Associates, LLC 1.51% Reduce -4.5% 812,767 $106.8M
First Financial Bankshares Inc 2.37% Reduce -0.1% 802,086 $105.4M
Baron Capital (BAMCO) 0.28% Add +8.9% 798,377 $104.9M
Macquarie Group Ltd. 0.12% Reduce -16.8% 781,883 $102.7M
Fayez Sarofim & Co 0.30% Add +0.1% 771,007 $101.3M
Fort Pitt Capital Group, LLC 3.05% Reduce -7.7% 753,652 $99.0M
Temasek Holdings (Private) Ltd 0.55% No change 753,130 $98.9M
Alliancebernstein L.P. 0.03% Reduce -4.8% 749,514 $98.5M
Advisors Capital Management, LLC 1.80% Reduce -3.8% 746,720 $98.1M
Fairview Capital Investment Management, LLC 5.42% Reduce -0.5% 731,991 $96.2M
Commonwealth Equity Services, LLC 0.16% Reduce -1.0% 713,557 $93.7M
Envestnet Asset Management Inc. 0.03% Add +10.0% 698,396 $91.7M
Adage Capital Partners Gp, L.L.C. 0.17% Add +0.5% 693,600 $91.1M
Rockefeller Capital Management L.P. 0.26% Add +1.7% 671,683 $88.2M
Janney Montgomery Scott LLC 0.25% Add +0.0% 645,653 $84.8M
Clearbridge Investments, LLC 0.07% Reduce -6.4% 637,246 $83.7M
Lord, Abbett & Co. LLC 0.27% Add +0.5% 631,047 $82.9M
New York State Teachers Retirement System 0.17% Add +0.3% 627,023 $82.4M
HRT Financial LP 0.50% New 617,892 $81.2M
Crestwood Advisors Group, LLC 1.72% Reduce -0.5% 600,875 $78.9M
Argent Capital Management LLC 2.26% Reduce -2.7% 590,232 $77.5M
NewEdge Wealth, LLC 1.67% Reduce -2.2% 623,499 $74.2M
Williams Jones Wealth Management, LLC. 0.94% Reduce -0.9% 559,378 $73.5M
Compagnie Lombard Odier SCmA 1.29% Reduce -6.6% 553,899 $72.8M
Sei Investments Co. 0.11% Reduce -2.3% 550,407 $72.3M
Barr E S & Co. 4.63% Reduce -3.7% 540,956 $71.1M
Sanders Morris Harris LLC 12.65% Add +2992.5% 524,490 $68.9M
National Bank of Canada 0.12% Add +22.9% 554,268 $68.7M
State Board of Administration of Florida Retirement System 0.16% Add +2.7% 778,976 $68.4M
CANADA LIFE ASSURANCE Co 0.14% Add +6.2% 516,984 $68.0M
Citigroup Inc. 0.07% Reduce -7.8% 482,863 $63.4M
Prudential Financial Inc. 0.09% Reduce -1.4% 482,027 $63.3M
CCLA Investment Management 0.96% Reduce -22.1% 478,038 $62.7M
Aberdeen Group plc 0.12% Add +0.2% 469,641 $61.7M
Fishman Jay A Ltd. 6.80% Reduce -1.3% 468,836 $61.6M
Jennison Associates LLC 0.04% Add +0.4% 468,754 $61.6M
Osaic Holdings, Inc. 0.13% Reduce -8.5% 447,866 $58.8M
CapitalatWork S.A. 1.95% Reduce -48.1% 442,539 $58.1M
Bowen Hanes & Co. Inc. 1.66% Add +0.0% 442,515 $58.1M
Nomura Asset Management Co. Ltd. 0.21% Add +19.6% 440,006 $57.8M
Manufacturers Life Insurance Company, The 0.05% Reduce -13.9% 438,885 $57.7M
Raymond James Financial Services Advisors, Inc. 0.09% Reduce -1.8% 435,814 $57.3M
Aureus Asset Management, LLC 3.81% Reduce -1.9% 424,536 $55.8M
Wealth Enhancement Advisory Services, LLC 0.14% Reduce -2.2% 424,092 $55.7M
Toronto Dominion Bank 0.09% Add +11.8% 415,510 $54.6M
State of Wisconsin Investment Board 0.14% Add +1.4% 402,626 $52.9M
State of New Jersey Common Pension Fund D 0.16% No change 402,197 $52.8M
Chevy Chase Trust Holdings, LLC 0.17% Add +0.4% 401,502 $52.7M
Cerity Partners LLC 0.13% Add +49.1% 371,830 $48.8M
Corient Private Wealth LP 0.08% Reduce -3.4% 361,253 $47.5M
Public Employees Retirement System of Ohio 0.18% Reduce -10.7% 359,642 $47.2M
Mitsubishi UFJ Trust & Banking Corp 0.11% Reduce -6.5% 355,634 $46.7M
Walnut Private Equity Partners, LLC 29.53% Add +0.7% 353,500 $46.4M
Swiss Life Asset Management Ltd 0.64% Add +866.7% 349,874 $46.0M
Capital Advisors Inc. 0.94% Add +1.5% 335,206 $44.0M
Susquehanna International Group, LLP 0.07% Add +68.6% 333,066 $43.8M
Korea Investment CORP 0.11% Reduce -38.2% 330,990 $43.5M
Randolph Co Inc 5.16% Reduce -0.1% 319,636 $42.0M
Treasurer of the State of North Carolina 0.18% Add +0.7% 319,076 $41.9M
Cetera Investment Advisers 0.10% Add +276.2% 318,885 $41.9M
SG Americas Securities, LLC 0.21% Add +403.0% 307,965 $40.5M
Artemis Investment Management LLP 0.52% Reduce -54.6% 307,254 $40.3M
Pictet Asset Management Holding SA 0.04% Reduce -0.3% 306,558 $40.3M
Stephens Inc. 0.62% Add +6.7% 304,530 $40.0M
Whittier Trust Co. 0.58% Add +2.5% 304,436 $40.0M
Howard Capital Management Group, LLC 3.06% Reduce -0.7% 302,249 $39.7M
Mariner, LLC 0.08% Add +1.8% 297,423 $39.1M
Royal London Asset Management Ltd. 0.10% Reduce -0.9% 294,183 $38.6M
Asset Management One Co., Ltd. 0.15% Reduce -3.9% 291,305 $38.3M
Cambridge Investment Research Advisors, Inc. 0.15% Reduce -1.2% 288,761 $37.9M
Citadel Advisors 0.04% Add +4320.6% 278,408 $36.6M
Welch Capital Partners LLC 9.05% Reduce -0.1% 276,949 $36.4M
Adell Harriman & Carpenter Inc. 2.99% Reduce -1.6% 276,032 $36.3M
Moody LYNN Lieberson & Walker, LLC 2.41% Add +0.7% 272,823 $35.8M
State of Tennessee, Department of Treasury 0.13% Add +57.3% 265,903 $34.9M
Baldwin Wealth Partners LLC 2.62% Reduce -1.3% 265,235 $34.8M
TD Asset Management Inc 0.03% Add +1.1% 256,945 $33.8M
Rafferty Asset Management, LLC 0.13% Add +0.0% 256,684 $33.7M
Danske Bank A/S 0.10% — 246,832 $32.4M
DNB Asset Management AS 0.17% Add +13.2% 246,232 $32.3M
Silvercrest Asset Management Group LLC 0.22% Reduce -0.9% 245,196 $32.2M
Storebrand Asset Management As 0.11% Reduce -7.4% 243,740 $32.0M
Handelsbanken Fonder AB 0.14% Add +5.1% 242,664 $31.9M
Voya Investment Management LLC 0.04% Reduce -2.0% 241,019 $31.7M
Prospera Financial Services Inc 0.92% Reduce -0.1% 236,108 $31.0M
Pinebridge Investments, L.P. 0.25% New 235,549 $30.9M
LGT Capital Partners LTD. 0.95% Reduce -1.3% 232,000 $30.5M
Resona Asset Management Co.,Ltd. 0.18% — 230,758 $30.3M
Victory Capital Management Inc. 0.03% Reduce -50.1% 229,989 $30.2M
Bank of Nova Scotia 0.06% Add +58.4% 228,790 $30.0M
Partners Group Holding AG 2.71% Add +2.2% 227,516 $29.9M
Lido Advisors, LLC 0.27% Add +10.1% 226,353 $29.7M
Creative Planning 0.03% Add +7.7% 225,148 $29.6M
Northeast Investment Management 1.43% Add +1.0% 220,739 $29.0M
Comerica Bank 0.12% Reduce -2.7% 219,877 $28.9M
Russell Investments Group, Ltd. 0.05% Add +8.0% 218,645 $28.7M
Private Advisor Group, LLC 0.20% Reduce -1.9% 215,763 $28.3M
STRS Ohio 0.11% Reduce -1.3% 213,320 $28.0M
Truist Financial Corp. 0.04% Reduce -7.1% 213,123 $28.0M
Schonfeld Strategic Advisors LLC 0.22% Add +812.1% 212,900 $28.0M
Destination Wealth Management 0.90% Reduce -1.8% 206,883 $27.2M
Moran Wealth Management, LLC 0.87% Reduce -2.8% 205,408 $27.0M
Arizona State Retirement System 0.19% Add +2.1% 203,902 $26.8M
Rothschild Investment LLC 1.94% Reduce -0.7% 203,545 $26.7M
Bahl & Gaynor LLC 0.15% Reduce -2.7% 202,799 $26.6M
Fidelity National Financial, Inc. 0.52% No change 200,000 $26.3M
MetLife Investment Management, LLC 0.17% Reduce -2.0% 197,774 $26.0M
State of Michigan Retirement System 0.14% Add +1.3% 197,100 $25.9M
Leavell Investment Management, Inc. 1.49% Reduce -2.4% 196,511 $25.8M
Skandinaviska Enskilda Banken AB (publ) 0.13% Add +2.7% 196,065 $25.8M
Mackenzie Financial Corp. 0.04% Add +6.9% 194,862 $25.6M
Pinnacle Associates Ltd. 0.40% Reduce -0.5% 191,169 $25.1M
Neville Rodie & Shaw Inc. 1.91% Reduce -1.1% 190,292 $25.0M
Archon Partners LLC 3.05% No change 190,000 $25.0M
Baltimore-Washington Financial Advisors, Inc. 1.58% Add +6.2% 189,177 $24.9M
Capital International, Inc. 0.33% Add +17.4% 187,530 $24.6M
American International Group, Inc. 0.09% Add +0.3% 187,224 $24.6M
Nomura Holdings Inc. 0.20% Add +931.8% 186,588 $24.5M
USS Investment Management Ltd 0.20% Reduce -2.1% 185,026 $24.3M
D.A. Davidson & Co. 0.22% Reduce -7.3% 184,872 $24.3M
Aviva PLC 0.08% Reduce -16.5% 184,756 $24.3M
Cibc World Markets Corp. 0.16% Add +10.5% 182,068 $23.9M
North Star Investment Management Corp. 1.69% Reduce -2.7% 180,672 $23.7M
Guggenheim Capital LLC 0.17% Reduce -20.8% 178,850 $23.5M
Natixis Advisors, LLC 0.05% Add +213.0% 177,102 $23.3M
Varma Mutual Pension Insurance Co 0.20% Add +482.8% 176,000 $23.1M
Baird Financial Group, Inc. 0.05% Add +2.0% 175,820 $23.1M
Wellington Management Group LLP 0.00% Reduce -85.4% 175,749 $23.1M
Gabelli Funds LLC 0.17% Reduce -4.5% 175,400 $23.0M
Cibc World Market Inc. 0.06% Reduce -0.9% 170,333 $22.4M
CIBC Asset Management Inc 0.08% Add +5.8% 169,156 $22.2M
Calamos Advisors LLC 0.16% Add +153.9% 168,942 $22.2M
DekaBank Deutsche Girozentrale 0.04% Reduce -17.1% 170,795 $22.1M
Chicago Partners Investment Group LLC 0.93% Add +3.2% 176,780 $22.0M
Allianz Asset Management GmbH 0.04% Add +0.2% 167,161 $22.0M
Highlander Partners, L.P. 14.85% Add +5.8% 164,000 $21.4M
Xponance LLC 0.22% Add +2.0% 162,543 $21.4M
KCM Investment Advisors LLC 0.79% Add +126.6% 161,976 $21.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.24% Add +4.7% 161,861 $21.3M
MML Investors Services, LLC 0.09% Reduce -1.8% 161,557 $21.2M
US Bancorp \de 0.03% Reduce -0.1% 159,943 $21.0M
J. L. Bainbridge & Co., Inc. 2.23% Reduce -0.6% 159,581 $21.0M
Retirement Systems of Alabama 0.08% Add +1.4% 158,773 $20.9M
Cresset Asset Management, LLC 0.10% Add +6.7% 158,610 $20.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.14% Add +1.5% 157,920 $20.7M
Canada Pension Plan Investment Board 0.02% Reduce -54.0% 157,597 $20.7M
Kestra Advisory Services, LLC 0.14% Add +11.0% 157,262 $20.7M
TCW Group Inc. 0.21% Reduce -1.7% 156,167 $20.5M
ProShare Advisors LLC 0.05% Add +5.4% 154,632 $20.3M
Edgemoor Investment Advisors, Inc. 1.94% Add +0.1% 154,321 $20.3M
TD Waterhouse Canada Inc. 0.15% Add +11.5% 147,861 $20.3M
Amalgamated Bank 0.17% Reduce -15.3% 153,893 $20.2M
SpiderRock Advisors, LLC 0.65% — 163,653 $20.2M
Adams Diversified Equity Fund, Inc. 0.72% New 153,600 $20.2M
M&T Bank Corp 0.07% Reduce -3.3% 152,620 $20.1M
SVB Wealth LLC 0.45% Add +694.7% 152,376 $20.0M
Sequoia Financial Advisors, LLC 0.25% Reduce -48.9% 150,267 $19.7M
Texas Permanent School Fund Corp. 0.16% Add +1.6% 149,561 $19.6M
Forsta Ap-Fonden 0.16% Add +13.5% 147,600 $19.4M
First Long Island Investors, LLC 1.59% Add +0.1% 145,403 $19.1M
Chilton Investment Co. Inc. 0.52% Reduce -6.2% 145,297 $19.1M
Grand Jean Capital Management Inc. 4.94% Reduce -5.0% 142,348 $18.7M
IFM Investors Pty Ltd 0.20% Reduce -0.4% 140,327 $18.4M
Ieq Capital, LLC 0.26% Add +8.6% 139,190 $18.3M
Texas Yale Capital Corp. 0.80% Reduce -0.3% 137,508 $18.1M
Wellington Shields Capital Management, LLC 3.39% Reduce -2.1% 136,991 $18.0M
Cullen/Frost Bankers, Inc. 0.26% Add +2.4% 131,219 $17.2M
Nisa Investment Advisors, LLC 0.11% Reduce -5.0% 130,656 $17.2M
Sonora Investment Management Group, LLC 1.35% Reduce -19.1% 130,354 $17.1M
Gradient Investments LLC 0.40% Reduce -8.0% 130,295 $17.1M
Hoylecohen, LLC 1.30% Reduce -0.8% 129,518 $17.0M
WASHINGTON TRUST Co 0.62% Add +0.8% 129,032 $17.0M
Amplius Wealth Advisors, LLC 1.88% Reduce -0.3% 127,521 $16.8M
Czech National Bank 0.21% Add +1.7% 126,571 $16.6M
Caisse de depot et placement du Quebec 0.04% Add +301.8% 124,455 $16.3M
Capital International Sarl 0.54% Add +8.8% 124,418 $16.3M
Utah Retirement Systems 0.19% Reduce -0.1% 123,500 $16.2M
Performance Wealth Partners, LLC 0.67% Reduce -7.6% 122,245 $16.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Reduce -4.1% 121,270 $15.9M
GAMCO Investors 0.16% Reduce -4.7% 119,819 $15.7M
Captrust Financial Advisors 0.06% Reduce -9.2% 116,423 $15.3M
Oppenheimer & Co. Inc. 0.25% Reduce -1.8% 116,129 $15.3M
ExodusPoint Capital Management, LP 0.19% New 115,012 $15.1M
South Street Advisors LLC 2.41% Add +23.5% 114,934 $15.1M
Stratos Wealth Advisors, LLC 0.89% Add +1.0% 114,614 $15.1M
Parsons Capital Management Inc. 1.02% Reduce -0.1% 113,742 $14.9M
Public Sector Pension Investment Board 0.11% Add +2.1% 113,207 $14.9M
Northwestern Mutual Wealth Management Co. 0.02% Add +11.6% 113,063 $14.9M
Whittier Trust Co. of Nevada Inc. 0.42% Add +2.7% 112,213 $14.7M
Scotia Capital Inc. 0.09% Reduce -4.1% 110,573 $14.5M
Vantage Investment Partners, LLC 1.28% Reduce -18.2% 109,211 $14.3M
New York Life Investment Management LLC 0.14% Reduce -2.3% 108,242 $14.2M
Pathstone Holdings, LLC 0.07% Add +12.9% 107,841 $14.2M
Graham Capital Management, L.P. 0.74% New 106,399 $14.0M
Fort Sheridan Advisors LLC 2.61% Add +2.5% 105,431 $13.9M
Schroder Investment Management Group 0.02% Add +2.3% 104,391 $13.7M
Canal Capital Management, LLC 2.30% Reduce -0.6% 104,050 $13.7M
Cinctive Capital Management LP 0.70% New 103,614 $13.6M
Capital International Ltd. 0.65% Add +1.0% 103,444 $13.6M
1832 Asset Management L.P. 0.02% Reduce -79.4% 103,059 $13.5M
BW Gestao de Investimentos Ltda. 1.21% Add +47.8% 102,293 $13.4M
Public Employees Retirement Association of Colorado 0.06% Reduce -4.0% 102,191 $13.4M
Private Capital Advisors, Inc. 1.66% Reduce -4.7% 101,712 $13.4M
Cyrus J. Lawrence, LLC 2.95% — 101,373 $13.3M
Becker Capital Management Inc. 0.45% Reduce -1.5% 100,008 $13.1M
Ghisallo Capital Management LLC 1.66% New 100,000 $13.1M
Appleton Partners Inc. 1.01% Add +16.0% 98,837 $13.0M
Chartwell Investment Partners, LLC 0.45% Add +28.7% 97,912 $12.9M
Ithaka Group LLC 2.42% Reduce -6.2% 97,883 $12.9M
Sandy Spring Bank 0.58% Reduce -1.6% 97,580 $12.8M
NorthCoast Asset Management LLC 0.16% Add +180.2% 96,450 $12.7M
Princeton Global Asset Management LLC 2.97% Reduce -2.7% 95,128 $12.5M
Tocqueville Asset Management L.P. 0.20% Reduce -8.8% 94,357 $12.4M
Mutual of America Capital Management LLC 0.13% Reduce -0.8% 94,315 $12.4M
Yarbrough Capital, LLC 0.54% No change 94,255 $12.4M
Abn Amro Investment Solutions 0.21% Reduce -0.6% 93,626 $12.3M
Jamison Private Wealth Management, Inc. 2.06% Reduce -0.2% 92,815 $12.2M
Yousif Capital Management, LLC 0.14% Reduce -0.4% 92,698 $12.2M
ARS Investment Partners, LLC 1.21% Add +2.1% 92,162 $12.1M
Two Sigma Securities, LLC 0.59% Add +4398.8% 91,730 $12.1M
Account Management LLC 13.01% Reduce -1.6% 91,681 $12.0M
Cozad Asset Management Inc. 1.25% Reduce -2.0% 91,491 $12.0M
Basswood Capital Management, L.L.C. 0.70% No change 91,358 $12.0M
Adalta Capital Management LLC 6.62% Reduce -2.1% 91,186 $12.0M
Steward Partners Investment Advisory, LLC 0.13% Reduce -8.1% 91,098 $12.0M
Border to Coast Pensions Partnership Ltd 0.27% New 90,797 $11.9M
ING Groep NV 0.08% Add +1.3% 90,703 $11.9M
Sargent Investment Group, LLC 2.58% Reduce -8.5% 89,441 $11.7M
Chesley Taft & Associates LLC 0.60% Add +17.6% 89,072 $11.7M
St Germain D J Co. Inc. 0.57% Add +0.6% 88,762 $11.7M
Prime Capital Investment Advisors, LLC 0.16% Reduce -27.4% 87,673 $11.5M
Mirador Capital Partners LP 2.20% Add +1.0% 87,543 $11.5M
KBC Group NV 0.04% Reduce -66.9% 86,411 $11.4M
NewEdge Advisors, LLC 0.10% Add +15.2% 86,404 $11.4M
Consolidated Investment Group LLC 1.83% No change 86,229 $11.3M
American Assets Capital Advisers, LLC 3.21% New 85,801 $11.3M
Mark Asset Management LP 1.52% Reduce -0.9% 85,675 $11.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% Add +4.2% 85,101 $11.2M
Atria Investments, Inc 0.15% Add +7.9% 84,876 $11.2M
Colonial Trust Advisors 1.10% Reduce -0.1% 84,874 $11.1M
CWA Asset Management Group, LLC 0.68% Add +3.6% 84,806 $11.1M
GFG Capital, LLC 2.86% Add +5.6% 84,167 $11.1M
Tenere Capital LLC 3.29% New 84,037 $11.0M
Nissay Asset Management Corp. /Japan 0.08% Add +1.9% 83,750 $11.0M
Independent Financial Group, LLC 0.50% Reduce -36.0% 83,317 $10.9M
Rheos Capital Works Inc. 0.52% Reduce -26.8% 82,000 $10.8M
DAVENPORT & Co LLC 0.07% Reduce -0.1% 80,030 $10.5M
Bleichroeder LP 2.62% No change 80,000 $10.5M
GQG Partners LLC 0.02% New 79,959 $10.5M
SOL Capital Management CO 1.31% Add +4.8% 79,350 $10.4M
Mercer Global Advisors Inc. 0.03% Add +1.9% 78,936 $10.4M
Hilton Capital Management, LLC 0.92% Reduce -0.4% 78,194 $10.3M
State of Alaska, Department of Revenue 0.12% Add +1.7% 78,055 $10.3M
Jacobson & Schmitt Advisors, LLC 2.42% Reduce -19.2% 77,890 $10.2M
Perigon Wealth Management, LLC 0.31% Reduce -6.9% 76,992 $10.1M
Community Bank & Trust, Waco, Texas 2.48% Reduce -1.0% 76,919 $10.1M
FineMark National Bank & Trust 0.38% Reduce -3.2% 76,873 $10.1M
Meyer Handelman Co. 0.35% Add +58.7% 76,512 $10.1M
Daiwa Securities Group Inc. 0.06% Add +9.8% 76,308 $10.0M
Atria Wealth Solutions, Inc. 0.11% Reduce -8.7% 75,981 $10.0M
Advisors Asset Management, Inc. 0.19% Reduce -3.9% 75,957 $10.0M
Clarkston Capital Partners, LLC 0.17% No change 75,325 $9.9M
Stratos Wealth Partners, LTD. 0.17% Add +7.9% 75,227 $9.9M
Ancora Advisors LLC 0.22% Reduce -1.5% 74,256 $9.8M
Argent Trust Co 0.44% Reduce -1.5% 73,581 $9.7M
Tranquility Partners, LLC 3.67% Add +1.0% 72,302 $9.5M
Peapack Gladstone Financial Corp. 0.15% Reduce -2.1% 72,180 $9.5M
FORA Capital, LLC 0.78% New 72,058 $9.5M
Dupont Capital Management Corp. 0.77% No change 71,172 $9.3M
Fifth Third Bancorp 0.04% Add +28.1% 70,795 $9.3M
Gerber Kawasaki Wealth & Investment Management 0.49% Add +2.0% 68,832 $9.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Add +7.1% 68,812 $9.0M
Garrison Bradford & Associates Inc. 9.26% Add +2.5% 68,303 $9.0M
Griffin Asset Management, Inc. 1.07% Reduce -0.1% 68,145 $9.0M
Equitable Holdings, Inc. 0.10% Add +7.3% 67,283 $8.8M
Cottage Street Advisors LLC 5.33% Reduce -0.5% 67,230 $8.8M
World Investment Advisors 1.26% New 66,961 $8.8M
Northeast Financial Consultants Inc 0.43% Reduce -2.5% 66,545 $8.7M
O'ROURKE & COMPANY, Inc 5.02% Add +2.3% 65,886 $8.7M
B & T Capital Management DBA Alpha Capital Management 1.68% Reduce -5.3% 65,425 $8.6M
Snowden Capital Advisors LLC 0.27% Add +59.4% 65,333 $8.6M
Elo Mutual Pension Insurance Co 0.20% Add +4.8% 64,924 $8.5M
BigSur Wealth Management LLC 2.67% Add +26.9% 64,905 $8.5M
Independent Advisor Alliance 0.31% Reduce -9.2% 64,860 $8.5M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -69.5% 64,951 $8.5M
Towne Trust Company, N.A 3.05% Reduce -5.7% 63,785 $8.4M
B. Riley Wealth Advisors, Inc. 0.22% Reduce -0.7% 76,744 $8.2M
McIntyre Freedman & Flynn Investment Advisers Inc. 5.88% Reduce -1.0% 61,606 $8.1M
Oregon Public Employees Retirement Fund 0.16% Add +10.9% 61,520 $8.1M
Embree Financial Group 1.58% Reduce -3.5% 61,232 $8.0M
Bragg Financial Advisors, Inc 0.36% Add +0.6% 61,223 $8.0M
B. Metzler seel. Sohn & Co. AG 0.09% Add +1.4% 61,172 $8.0M
Gulf International Bank (UK) Ltd 0.20% Add +0.6% 60,983 $8.0M
First Trust Advisors LP 0.01% Add +132.1% 60,794 $8.0M
Kestra Private Wealth Services, LLC 0.18% Reduce -6.9% 60,497 $7.9M
Bridge Creek Capital Management LLC 2.54% Reduce -0.3% 60,420 $7.9M
M&G PLC 0.06% — 60,476 $7.9M
Transcend Capital Advisors, LLC 0.63% Reduce -3.1% 59,912 $7.9M
Seneca House Advisors 3.42% Reduce -3.5% 59,804 $7.9M
Wulff, Hansen & Co. 7.83% Reduce -0.1% 59,717 $7.8M
Moors & Cabot, Inc. 0.41% Reduce -10.2% 57,867 $7.6M
Beacon Pointe Advisors, LLC 0.08% Reduce -2.6% 57,477 $7.6M
Cornerstone Wealth Management, LLC 0.61% Reduce -4.2% 57,204 $7.5M
Bradley Foster & Sargent Inc. 0.14% Add +0.5% 57,095 $7.5M
QRG Capital Management, Inc. 0.09% Add +3.3% 56,806 $7.5M
American Century Companies Inc. 0.00% Add +6.3% 56,775 $7.5M
Allen Capital Group, LLC 1.08% Reduce -0.8% 56,563 $7.4M
JRM Investment Counsel, LLC 2.66% Reduce -26.0% 56,469 $7.4M
Ellis Investment Partners, LLC 1.58% Reduce -5.8% 55,460 $7.3M
Harbour Trust & Investment Management Co 0.91% Reduce -0.6% 55,388 $7.3M
Federation des caisses Desjardins du Quebec 0.05% Reduce -4.6% 55,292 $7.3M
Fred Alger Management, LLC 0.04% Reduce -78.5% 55,033 $7.2M
MAI Capital Management 0.08% Add +22.5% 54,966 $7.2M
Kentucky Retirement Systems 0.21% Reduce -3.9% 54,630 $7.2M
Silicon Valley Capital Partners 1.06% Add +23.8% 54,301 $7.1M
Quantbot Technologies LP 0.40% Add +909.3% 53,916 $7.1M
Apollon Wealth Management, LLC 0.22% Reduce -14.8% 53,741 $7.1M
Oppenheimer Asset Management Inc. 0.10% Reduce -13.9% 53,657 $7.0M
Triangle Securities Wealth Management 2.01% Reduce -5.6% 53,607 $7.0M
Welch Group, LLC 0.35% Add +1.3% 53,208 $7.0M
Allspring Global Investments Holdings, LLC 0.01% Reduce -20.4% 53,152 $7.0M
Motco 0.42% Reduce -3.9% 53,026 $7.0M
Axxcess Wealth Management, LLC 0.20% Add +1.9% 52,669 $6.9M
Marietta Wealth Management, LLC 1.14% Reduce -4.3% 52,413 $6.9M
Bulltick Wealth Management, LLC 1.43% Reduce -2.6% 52,390 $6.9M
Maryland State Retirement & Pension System 0.14% Add +0.8% 55,949 $6.8M
Covington Investment Advisors Inc. 1.11% Add +7.5% 51,840 $6.8M
Vanguard Personalized Indexing Management, LLC 0.14% Add +13.0% 51,334 $6.7M
Waldron Private Wealth LLC 0.30% Add +1.2% 51,323 $6.7M
Steamboat Capital Partners, LLC 2.32% Add +1.7% 51,258 $6.7M
Act Two Investors LLC 1.35% Reduce -0.3% 51,196 $6.7M
Vishria Bird Financial Group, LLC 2.87% Add +0.1% 51,121 $6.7M
Focus Partners Wealth 0.05% Add +372.1% 50,709 $6.7M
ArrowMark Colorado Holdings LLC 0.07% No change 50,700 $6.7M
Venture Visionary Partners LLC 0.32% Reduce -1.9% 50,700 $6.7M
Nordea Investment Management AB 0.01% Add +3.8% 50,614 $6.6M
Royal Fund Management, LLC 0.76% Add +10.4% 50,332 $6.6M
Narwhal Capital Management 0.65% Add +0.9% 50,150 $6.6M
Security National Bank 0.98% Add +1.2% 49,445 $6.5M
Creegan & Nassoura Financial Group, LLC 4.31% Reduce -0.1% 49,035 $6.4M
Pacer Advisors, Inc. 0.02% Reduce -15.3% 48,790 $6.4M
Focused Wealth Management, Inc 0.99% Reduce -14.2% 48,492 $6.4M
Rathbones Group PLC 0.04% Reduce -2.3% 47,258 $6.2M
Fiduciary Group, LLC 0.67% Reduce -1.9% 47,067 $6.2M
United Capital Financial Advisors, LLC 0.05% Reduce -10.3% 46,789 $6.1M
Carret Asset Management, LLC 0.72% Add +20.9% 46,645 $6.1M
Laurion Capital Management LP 0.17% New 46,493 $6.1M
Beta Wealth Group, Inc. 2.91% Reduce -10.9% 45,486 $6.0M
Bremer Bank National Association 1.11% Add +8.9% 45,445 $6.0M
HM Payson & Co. 0.11% Reduce -1.6% 45,130 $5.9M
Duncker Streett & Co. Inc. 1.17% Add +7.2% 44,983 $5.9M
Kavar Capital Partners Group, LLC 1.08% Reduce -49.5% 44,739 $5.9M
Compass Wealth Management LLC 1.47% Add +6.1% 44,733 $5.9M
D. E. Shaw & Co. 0.01% Add +239.2% 44,643 $5.9M
Beach Investment Counsel Inc. 0.72% No change 44,566 $5.8M
Thrivent Financial for Lutherans 0.01% Add +7.1% 43,578 $5.7M
Naples Global Advisors, LLC 0.58% Reduce -1.6% 43,458 $5.7M
Caldwell Trust Co 0.66% Add +5.7% 43,398 $5.7M
EverSource Wealth Advisors, LLC 0.45% Reduce -0.1% 48,680 $5.7M
Ilmarinen Mutual Pension Insurance Co 0.07% Reduce -28.3% 43,000 $5.6M
Global Retirement Partners, LLC 0.21% Add +2.8% 42,807 $5.6M
FIL Ltd 0.01% Add +88.7% 42,732 $5.6M
Strategic Wealth Partners, Ltd. 0.61% Reduce -13.3% 42,601 $5.6M
Clear Harbor Asset Management, LLC 0.49% Reduce -1.8% 42,555 $5.6M
CTC LLC 0.09% New 42,546 $5.6M
Ossiam 0.10% Reduce -81.6% 42,499 $5.6M
Advisory Services Network, LLC 0.12% Reduce -0.2% 42,413 $5.6M
Securian Asset Management, Inc. 0.16% Reduce -5.8% 42,327 $5.6M
Kercheville Advisors, LLC 2.62% Add +2.6% 42,284 $5.6M
Cross Staff Investments Inc 4.64% Reduce -0.2% 41,974 $5.5M
Louisiana State Employees Retirement System 0.11% Reduce -2.6% 41,900 $5.5M
Credit Agricole S A 0.09% Add +110.5% 45,728 $5.5M
Kennedy Capital Management LLC 0.11% New 41,757 $5.5M
SFE Investment Counsel 1.24% Reduce -4.0% 41,667 $5.5M
Susquehanna Fundamental Investments, LLC 0.26% New 41,664 $5.5M
ProVise Management Group, LLC 0.47% Reduce -10.6% 41,499 $5.5M
Proficio Capital Partners LLC 0.60% Add +0.7% 41,490 $5.5M
O'shaughnessy Asset Management, LLC 0.06% Add +23.7% 41,149 $5.4M
Jackson Wealth Management, LLC 0.68% Add +6.9% 41,145 $5.4M
Greenwich Wealth Management LLC 0.43% No change 40,726 $5.3M
Hedeker Wealth, LLC 1.53% Add +2.7% 40,540 $5.3M
Lake Street Advisors Group, LLC 0.25% Add +1.3% 40,451 $5.3M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.60% No change 40,055 $5.3M
Candriam S.C.A. 0.03% Add +4.2% 40,023 $5.3M
Pinnacle Financial Partners Inc 0.11% Reduce -0.5% 39,482 $5.2M
SteelPeak Wealth, LLC 0.26% Reduce -0.6% 39,272 $5.2M
Old Second National Bank of Aurora 1.33% Add +9.1% 39,032 $5.1M
Clearstead Advisors, LLC 0.25% Add +4.3% 41,825 $5.1M
Stablepoint Partners, LLC 1.03% Add +17.7% 38,654 $5.1M
Wealthfront Advisers LLC 0.02% Add +5.0% 38,608 $5.1M
Glassy Mountain Advisors, Inc. 1.90% Add +46.9% 38,437 $5.0M
Ellsworth Advisors, LLC 1.45% Add +2.8% 40,890 $5.0M
Harbor Investment Advisory, LLC 0.53% Reduce -0.2% 38,395 $5.0M
Waterloo Capital, L.P. 0.64% Add +11.3% 38,194 $5.0M
Rosenblum Silverman Sutton S F Inc. 1.42% Reduce -1.8% 38,057 $5.0M
Graypoint LLC 0.36% Add +0.9% 38,039 $5.0M
Iat Reinsurance Co. LTD. 2.48% No change 38,000 $5.0M
Lake Street Private Wealth, LLC 0.69% Add +5.8% 37,983 $5.0M
Rockline Wealth Management, LLC 1.74% Add +17.6% 37,897 $5.0M
Bill Few Associates, Inc. 2.02% Reduce -0.9% 37,861 $5.0M
Lantern Wealth Advisors, LLC 3.49% Add +2.2% 37,853 $5.0M
Howland Capital Management LLC 0.24% Add +9.4% 37,734 $5.0M
NWK Group, Inc. 2.32% New 37,712 $5.0M
Coastal Bridge Advisors, LLC 1.13% Reduce -8.4% 37,499 $4.9M
Cwm, LLC 0.02% Add +21.1% 37,262 $4.9M
Man Group plc 0.01% Add +86.4% 37,258 $4.9M
Achmea Investment Management B.V. 0.09% No change 37,185 $4.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.06% Reduce -2.9% 36,758 $4.8M
Werlinich Asset Management, LLC 3.15% Reduce -8.1% 36,812 $4.8M
Knights of Columbus Asset Advisors LLC 0.35% New 36,544 $4.8M
Next Level Private LLC 2.20% Add +34.4% 36,535 $4.8M
Regions Financial Corp. 0.04% Add +27.2% 36,503 $4.8M
Argonautica Private Wealth Management, Inc. 1.70% Add +1.7% 36,160 $4.8M
Syntegra Private Wealth Group, LLC 0.61% Add +1.4% 35,979 $4.7M
Core Alternative Capital 0.85% Reduce -1.8% 35,945 $4.7M
First Interstate Bank 0.33% Reduce -4.7% 35,829 $4.7M
New Mexico Educational Retirement Board 0.17% Reduce -2.7% 35,800 $4.7M
Resources Management Corp. /CT/ 0.68% Reduce -9.3% 35,615 $4.7M
Ethic Inc. 0.12% Add +9.8% 35,321 $4.6M
Wedbush Securities Inc. 0.17% Reduce -10.6% 35,309 $4.6M
Avantax Advisory Services, Inc. 0.04% Add +6.2% 35,096 $4.6M
Ziegler Capital Management, LLC 0.17% Reduce -0.1% 34,862 $4.6M
Torray Investment Partners LLC 0.68% Add +0.7% 34,751 $4.6M
Kingfisher Capital LLC 1.10% Reduce -1.5% 34,516 $4.5M
Orion Porfolio Solutions, LLC 0.05% Add +21.8% 34,222 $4.5M
Orion Portfolio Solutions, LLC 0.05% Add +21.8% 34,222 $4.5M
Jaffetilchin Investment Partners, LLC 0.40% Reduce -6.1% 34,089 $4.5M
Commerce Bank 0.03% Reduce -3.5% 34,012 $4.5M
Easterly Investment Partners LLC 0.34% Add +0.0% 33,942 $4.5M
Foundations Investment Advisors, LLC 0.12% Reduce -2.8% 33,801 $4.4M
Cannell & Spears LLC 0.09% New 33,629 $4.4M
Synovus Financial Corp. 0.06% Add +0.5% 33,584 $4.4M
Wellington Shields & Co., LLC 1.48% Reduce -1.4% 33,539 $4.4M
Colonial Trust Co / SC 0.82% Add +0.1% 33,424 $4.4M
1ST Source Bank 0.25% Reduce -1.7% 33,161 $4.4M
Bard Financial Services, Inc. 0.46% Reduce -0.6% 33,000 $4.3M
Bleakley Financial Group, LLC 0.13% Reduce -11.8% 32,945 $4.3M
Simplicity Wealth,LLC 0.10% New 32,915 $4.3M
Natixis 0.02% Add +280.6% 32,857 $4.3M
Private Wealth Partners, LLC 0.34% Reduce -47.3% 32,828 $4.3M
Insigneo Advisory Services, LLC 0.51% Add +1.5% 32,721 $4.3M
Ranch Capital Advisors Inc. 2.32% Reduce -1.4% 32,637 $4.3M
Concurrent Investment Advisors, LLC 0.17% Add +13.1% 32,485 $4.3M
EFG Asset Management (North America) Corp. 0.73% Reduce -0.5% 32,267 $4.2M
Walleye Trading LLC 0.07% New 32,115 $4.2M
Allworth Financial LP 0.03% Add +13.8% 32,009 $4.2M
Crossmark Global Holdings, Inc. 0.08% Reduce -1.1% 31,809 $4.2M
Kaizen Financial Strategies 2.83% Add +6.5% 31,608 $4.2M
Tritonpoint Wealth, LLC 0.43% Reduce -6.2% 33,478 $4.1M
Accuvest Global Advisors 1.81% Add +48.0% 31,499 $4.1M
Modus Advisors, LLC 1.53% Add +3.7% 31,362 $4.1M
Spire Wealth Management 0.08% Add +1.3% 31,153 $4.1M
City of London Investment Management Co. Ltd. 0.34% No change 31,121 $4.1M
Integrated Advisors Network LLC 0.21% Reduce -57.3% 31,046 $4.1M
Diversify Advisory Services, LLC 0.24% — 30,978 $4.1M
OneDigital Investment Advisors LLC 0.06% Reduce -8.9% 30,843 $4.1M
Quantinno Capital Management LP 0.09% Add +414.3% 30,821 $4.0M
Marvin & Palmer Associates Inc. 4.02% Reduce -1.4% 30,819 $4.0M
Blue Zone Wealth Advisors, LLC 1.39% Reduce -9.1% 30,765 $4.0M
Integrated Wealth Concepts LLC 0.06% Add +8.2% 30,653 $4.0M
Sculati Wealth Management, LLC 1.74% Reduce -0.0% 30,523 $4.0M
First Manhattan Co. Llc. 0.01% Reduce -1.7% 30,391 $4.0M
Shepherd Financial Partners LLC 0.52% Add +2.8% 30,179 $4.0M
Tiaa Trust, National Association 0.01% Add +15.0% 30,024 $3.9M
Y-Intercept (Hong Kong) Ltd 0.29% New 29,676 $3.9M
Composition Wealth, LLC 0.10% Reduce -2.8% 29,640 $3.9M
AXA S.A. 0.01% Reduce -55.4% 29,558 $3.9M
Avitas Wealth Management LLC 0.59% Add +1.4% 29,471 $3.9M
StoneX Group Inc. 0.35% Add +4.9% 29,458 $3.9M
AIA Group Ltd 0.13% Add +36.5% 29,210 $3.8M
Metropolitan Life Insurance Co 0.17% Add +0.3% 29,013 $3.8M
Annex Advisory Services, LLC 0.14% Add +616.9% 28,927 $3.8M
Wolverine Trading, LLC 0.04% Reduce -27.0% 28,856 $3.8M
Cornerstone Wealth Group, LLC 0.35% New 28,593 $3.8M
Great Valley Advisor Group, Inc. 0.11% Reduce -54.0% 28,365 $3.7M
Assetmark, Inc. 0.01% Add +11.0% 28,314 $3.7M
International Assets Investment Management, LLC 0.39% Add +2.3% 28,305 $3.7M
Teza Capital Management LLC 0.49% Add +133.4% 28,014 $3.7M
Chicago Capital, LLC 0.11% Reduce -2.6% 27,787 $3.7M
WealthPLAN Partners, LLC 0.37% Add +22.6% 27,410 $3.6M
CW Advisors, LLC 0.06% Reduce -24.4% 27,390 $3.6M
Worldquant Millennium Advisors LLC 0.04% Add +1091.1% 27,253 $3.6M
Resolute Wealth Strategies, LLC 2.15% Add +0.7% 27,064 $3.6M
Holderness Investments Co. 0.86% Add +0.4% 26,884 $3.5M
RKL Wealth Management LLC 0.35% Add +5.3% 26,880 $3.5M
D L Carlson Investment Group Inc. 0.69% New 26,864 $3.5M
Metis Global Partners, LLC 0.13% Reduce -0.3% 26,842 $3.5M
Capital Planning Advisors, LLC 0.62% Reduce -10.5% 26,824 $3.5M
Retirement Planning Co of New England, Inc. 1.93% Reduce -4.7% 26,792 $3.5M
Cohen Investment Advisors LLC 2.28% Add +3.2% 26,778 $3.5M
Tyler-Stone Wealth Management 1.55% Reduce -1.4% 26,535 $3.5M
Glenview Trust Co 0.07% Add +0.3% 26,519 $3.5M
Brown, Lisle/Cummings, Inc. 1.18% No change 26,506 $3.5M
Cullinan Associates Inc. 0.19% Add +10.0% 26,442 $3.5M
Atlanta Consulting Group Advisors, LLC 1.20% — 26,377 $3.5M
Daiichi Life Insurance Co., Ltd. 0.08% Reduce -1.8% 26,327 $3.5M
Flagship Harbor Advisors, LLC 0.22% Add +0.2% 26,326 $3.5M
Point Windward Advisors Inc. 1.43% Add +4.9% 26,240 $3.4M
Abbot Financial Management, Inc. 1.90% Add +1.3% 26,215 $3.4M
Summit Place Financial Advisors, LLC 2.01% Reduce -1.5% 26,175 $3.4M
Edge Capital Group, LLC 0.17% Reduce -36.0% 26,078 $3.4M
Vinva Investment Management Ltd 0.19% Add +28.1% 26,075 $3.4M
Grandview Asset Management LLC 1.55% Add +0.0% 26,067 $3.4M
Coastline Trust Co 0.41% Add +7.3% 25,944 $3.4M
Essex Financial Services, Inc. 0.31% Add +7.6% 25,897 $3.4M
Glenmede Trust Co. NA 0.02% Add +0.1% 25,880 $3.4M
Wealth Effects LLC 1.25% Reduce -1.2% 25,830 $3.4M
Rational Advisors, Inc. 0.32% Add +50.6% 25,600 $3.4M
Thomas Story & Son LLC 1.42% Reduce -1.0% 25,566 $3.4M
Dudley Capital Management, LLC 1.95% Add +4.0% 25,517 $3.3M
Compass Ion Advisors, LLC 0.48% Add +0.7% 25,431 $3.3M
Mirabella Financial Services LLP 0.24% New 25,361 $3.3M
Wambolt & Associates, LLC 1.00% Add +48.4% 25,423 $3.3M
Community Trust & Investment Co. 0.23% Reduce -1.3% 25,341 $3.3M
Kampmann Melissa S. 2.37% Add +14.6% 25,105 $3.3M
Kentucky Farm Bureau Mutual Insurance Co 0.78% No change 25,000 $3.3M
Stock Yards Bank & Trust Co. 0.11% Reduce -1.5% 24,917 $3.3M
Alps Advisors Inc. 0.02% Reduce -2.1% 24,825 $3.3M
Brown Brothers Harriman & Co. 0.02% Reduce -17.2% 24,672 $3.2M
Register Financial Advisors LLC 1.67% Reduce -3.9% 24,528 $3.2M
Oxbow Advisors, LLC 0.46% No change 24,495 $3.2M
Trek Financial, LLC 0.25% New 24,463 $3.2M
J.W. Cole Advisors, Inc. 0.16% Add +9.4% 24,456 $3.2M
Fiduciary Trust Co 0.05% Add +30.1% 24,433 $3.2M
&partners 0.44% Add +2.3% 24,258 $3.2M
1776 Wealth LLC 1.49% Add +0.8% 23,897 $3.1M
Allen Investment Management, LLC 0.04% No change 23,857 $3.1M
Lincoln National Corp. 0.05% Reduce -2.5% 23,779 $3.1M
Kentucky Retirement Systems Insurance Trust Fund 0.21% Reduce -6.2% 23,739 $3.1M
Somerset Group LLC 2.92% Reduce -16.9% 23,686 $3.1M
Berkshire Asset Management LLC 0.16% Reduce -1.1% 23,663 $3.1M
Wealthspire Advisors, LLC 0.04% Reduce -0.1% 23,642 $3.1M
Siemens Fonds Invest GmbH 0.24% Reduce -4.6% 23,550 $3.1M
Evergreen Capital Management LLC 0.12% Add +0.1% 23,503 $3.1M
HB Wealth Management, LLC 0.04% Add +4.2% 23,474 $3.1M
Diligent Investors, LLC 0.77% Reduce -4.0% 23,386 $3.1M
Fortune Financial Advisors, LLC 1.96% Reduce -2.6% 23,376 $3.1M
Norinchukin Bank, The 0.09% Add +0.0% 23,352 $3.1M
Raymond James Trust N.A. 0.07% Reduce -0.5% 23,262 $3.1M
Sterling Investment Advisors, Ltd. 0.86% Reduce -5.0% 23,228 $3.1M
Wealthcare Advisory Partners LLC 0.10% Add +12.9% 23,221 $3.1M
Capital Group Investment Management Pte. LTD. 0.55% No change 23,210 $3.0M
Empowered Funds, LLC 0.06% Add +1.3% 23,179 $3.0M
Pine Valley Investments Ltd Liability Co 0.24% Add +3.4% 23,164 $3.0M
Northwestern Mutual Investment Management Company, LLC 0.08% Add +1.5% 22,826 $3.0M
Bayesian Capital Management, LP 0.29% New 22,800 $3.0M
Boston Financial Mangement LLC 0.09% No change 22,420 $2.9M
Mgo One Seven LLC 0.15% Reduce -5.7% 22,303 $2.9M
Capital Management Associates 3.48% Reduce -2.0% 22,212 $2.9M
Means Investment Co., Inc. 0.38% Reduce -5.4% 22,130 $2.9M
Parallel Advisors, LLC 0.08% Add +5.9% 22,013 $2.9M
Buckingham Strategic Wealth, LLC 0.03% Add +0.1% 21,807 $2.9M
Centaurus Financial, Inc. 0.20% Reduce -5.9% 21,730 $2.9M
Huntington National Bank 0.03% Add +3.9% 21,673 $2.8M
Johnson Investment Counsel Inc. 0.03% Reduce -4.0% 21,640 $2.8M
Walleye Capital LLC 0.03% New 21,441 $2.8M
United Services Automobile Association 0.07% No change 21,183 $2.8M
Kingsview Wealth Management, LLC 0.07% Add +7.7% 21,159 $2.8M
EP Wealth Advisors, LLC 0.03% Reduce -1.4% 21,108 $2.8M
Girard Partners LTD. 0.26% Add +2.5% 21,066 $2.8M
Jefferies Financial Group Inc. 0.06% Add +56.5% 21,049 $2.8M
Ballast Advisors LLC 0.93% Reduce -7.4% 21,008 $2.8M
EULAV Asset Management 0.08% Reduce -0.1% 21,000 $2.8M
Paloma Partners Management Co 0.58% Reduce -47.2% 20,966 $2.8M
Alaethes Wealth, LLC 1.20% Add +1.5% 20,882 $2.7M
Slagle Financial, LLC 1.47% Reduce -60.5% 20,658 $2.7M
Jump Financial, LLC 0.07% New 20,655 $2.7M
Ashton Thomas Private Wealth, LLC 0.15% Add +27.4% 20,585 $2.7M
Transform Wealth, LLC 0.25% Reduce -40.9% 20,420 $2.7M
Mesirow Financial Investment Management, Inc. 0.06% Reduce -1.2% 20,369 $2.7M
NorthCrest Asset Manangement, LLC 0.09% Add +2.6% 20,295 $2.7M
Hennion & Walsh Asset Management, Inc. 0.14% Add +5.2% 20,266 $2.7M
Stonegate Investment Group, LLC 0.08% Add +0.8% 20,165 $2.6M
Waverly Advisors, LLC 0.06% Add +322.9% 20,039 $2.6M
FAS Wealth Partners, Inc. 0.23% Add +4.0% 19,946 $2.6M
Bay Rivers Group 1.43% Add +0.4% 19,853 $2.6M
St. Clair Advisors, LLC 0.85% No change 19,839 $2.6M
True North Advisors, LLC 0.72% Reduce -6.0% 19,731 $2.6M
Arete Wealth Advisors, LLC 0.24% Reduce -2.4% 19,620 $2.6M
Principle Wealth Partners LLC 0.20% Add +1.7% 19,587 $2.6M
PFG Investments, LLC 0.16% Add +96.9% 19,556 $2.6M
Squarepoint Ops LLC 0.01% Reduce -83.4% 19,509 $2.6M
Capital City Trust Co. 0.71% Reduce -0.8% 19,417 $2.6M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -6.5% 19,406 $2.5M
Valley National Advisers Inc. 0.38% Add +0.7% 19,321 $2.5M
Rakuten Investment Management, Inc. 0.02% Add +997.3% 19,268 $2.5M
RiverPark Advisors, LLC 2.07% Reduce -10.4% 19,194 $2.5M
U.S. Capital Wealth Advisors, LLC 0.10% Reduce -3.1% 19,127 $2.5M
Cyndeo Wealth Partners, LLC 0.21% Reduce -7.2% 19,082 $2.5M
Field & Main Bank 0.97% Reduce -1.0% 18,993 $2.5M
Tealwood Asset Management Inc. 1.13% Reduce -30.9% 18,973 $2.5M
Schechter Investment Advisors, LLC 0.19% Reduce -0.3% 18,951 $2.5M
Rehmann Capital Advisory Group 0.19% Add +0.9% 18,933 $2.5M
Stamos Capital Partners, L.P. 0.56% Add +20.9% 18,920 $2.5M
Red Door Wealth Management, LLC 0.48% Reduce -0.7% 18,900 $2.5M
Ellerson Group Inc. 1.90% Reduce -1.7% 18,893 $2.5M
Tokio Marine Asset Management Co. Ltd. 0.13% Add +9.5% 18,865 $2.5M
Gotham Asset Management 0.04% Reduce -0.1% 18,812 $2.5M
Savant Capital, LLC 0.03% Add +1.3% 18,674 $2.5M
South Dakota Investment Council 0.05% No change 18,480 $2.4M
King Wealth Management Group 0.42% Add +0.4% 18,388 $2.4M
Koa Wealth Management, LLC 2.18% Reduce -1.1% 18,370 $2.4M
Royal Capital Wealth Management, LLC 1.89% Add +0.1% 18,289 $2.4M
Intrepid Financial Planning Group LLC 1.03% Reduce -0.1% 18,236 $2.4M
WealthPlan Investment Management, LLC 0.37% Add +4.5% 18,236 $2.4M
JBR Co Financial Management Inc 1.90% No change 18,171 $2.4M
Northcape Wealth Management, LLC 0.87% Reduce -9.9% 18,163 $2.4M
Teacher Retirement System of Texas 0.02% Reduce -68.8% 18,073 $2.4M
Cary Street Partners Investment Advisory LLC 0.10% Add +35.2% 18,017 $2.4M
Pekin Hardy Strauss, Inc. 0.32% Reduce -8.3% 18,016 $2.4M
CoreCap Advisors, LLC 0.13% Reduce -3.7% 17,999 $2.4M
GPS Wealth Strategies Group, LLC 0.38% Reduce -1.5% 17,877 $2.3M
Magnus Financial Group LLC 0.28% Add +5.9% 17,851 $2.3M
Canton Hathaway, LLC 0.63% Reduce -11.0% 17,852 $2.3M
Marion Wealth Management 0.70% Add +11.6% 17,843 $2.3M
Intellectus Partners, LLC 0.61% Reduce -8.8% 17,653 $2.3M
Riverpark Capital Management LLC 3.17% No change 17,615 $2.3M
Insight Advisors, LLC/ PA 0.45% Add +8.6% 17,559 $2.3M
Terra Nova Asset Management LLC 1.84% Add +3.7% 17,547 $2.3M
Penbrook Management LLC 1.43% No change 17,523 $2.3M
Balyasny Asset Management L.P. 0.01% New 17,506 $2.3M
Herbst Group, LLC 1.42% Reduce -1.7% 17,451 $2.3M
Sigma Planning Corp 0.07% Add +141.2% 17,424 $2.3M
Brandywine Oak Private Wealth LLC 0.24% No change 17,419 $2.3M
Covenant Asset Management, LLC 0.56% Reduce -2.5% 17,414 $2.3M
Sierra Capital LLC 0.30% Reduce -50.0% 17,392 $2.3M
Park Avenue Securities LLC 0.03% Reduce -2.7% 17,375 $2.3M
NEOS Investment Management LLC 0.14% Add +73.5% 17,351 $2.3M
Tidal Investments LLC 0.04% Add +15.8% 17,250 $2.3M
GoalVest Advisory LLC 0.75% New 17,225 $2.3M
Baldwin Investment Management, LLC 0.30% Add +36.0% 17,070 $2.2M
UniSuper Management Pty Ltd 0.02% Add +188.6% 16,998 $2.2M
Lombard Odier Asset Management (Switzerland) SA 0.16% New 16,969 $2.2M
TrinityPoint Wealth, LLC 0.37% Reduce -4.3% 16,909 $2.2M
Hyman Charles D 0.12% No change 16,873 $2.2M
CGN Advisors LLC 0.28% Reduce -5.5% 16,770 $2.2M
Blue Square Asset Management, LLC 1.49% Reduce -7.0% 16,715 $2.2M
Dearborn Partners LLC 0.09% Reduce -4.8% 16,696 $2.2M
First National Bank Sioux Falls 1.20% No change 16,693 $2.2M
Institute for Wealth Management, LLC. 0.28% Reduce -0.5% 16,652 $2.2M
Avidian Wealth Enterprises, LLC 0.12% Reduce -2.1% 16,629 $2.2M
White Knight Strategic Wealth Advisors, LLC 2.26% Reduce -1.7% 16,571 $2.2M
Madison Park Capital Advisors, LLC 1.90% Reduce -0.7% 16,555 $2.2M
Joel Isaacson & Co., LLC 0.12% Add +0.3% 16,539 $2.2M
Tower Research Capital LLC (TRC) 0.05% Reduce -84.8% 16,479 $2.2M
XML Financial, LLC 0.22% Reduce -11.9% 16,463 $2.2M
StrongBox Wealth, LLC 1.13% Add +2.5% 16,320 $2.1M
Alberta Investment Management Corp 0.02% No change 16,300 $2.1M
Aviance Capital Partners, LLC 0.32% Reduce -1.9% 16,275 $2.1M
Degroof Petercam Asset Management 0.03% No change 16,181 $2.1M
Krilogy Financial LLC 0.16% Add +0.3% 16,149 $2.1M
Modera Wealth Management, LLC 0.03% Add +0.9% 16,116 $2.1M
MWA Asset Management 1.53% Add +2.3% 16,085 $2.1M
Ameritas Advisory Services, LLC 0.09% Add +63.6% 16,681 $2.1M
Hamilton Capital Partners Inc. 0.26% Add +386.1% 16,041 $2.1M
Assenagon Asset Management S.A. 0.01% Add +2.3% 15,660 $2.1M
Waters Parkerson & Co., LLC 0.11% Reduce -0.3% 15,653 $2.1M
Opinicus Capital, Inc. 1.82% Reduce -6.0% 15,633 $2.1M
Stiles Financial Services Inc 0.82% Add +2.9% 15,616 $2.1M
Van Eck Associates Corp. 0.00% Add +72.5% 15,597 $2.0M
Nations Financial Group Inc, /Ia/ 0.17% Add +0.6% 15,585 $2.0M
Rossmore Private Capital 0.27% Add +2.1% 15,539 $2.0M
Blue Fin Capital, Inc. 0.45% Add +4.9% 15,513 $2.0M
Acorn Wealth Advisors, LLC 1.06% Reduce -0.1% 15,508 $2.0M
Pinnacle West Asset Management, Inc. 1.61% Reduce -0.3% 15,455 $2.0M
Harvest Investment Advisors, LLC 1.51% Add +0.8% 15,385 $2.0M
Taylor Financial Group, Inc. 1.53% Reduce -3.2% 15,303 $2.0M
Mutual Advisors, LLC 0.06% Add +0.2% 15,130 $2.0M
Sit Investment Associates Inc. 0.05% No change 15,100 $2.0M
Capital Investment Advisors, LLC 0.05% Add +2.5% 15,078 $2.0M
Campbell Capital Management Inc. 0.87% New 15,004 $2.0M
Townsquare Capital LLC 0.03% Add +10.3% 14,955 $2.0M
Hills Bank & Trust Co 0.17% Reduce -1.2% 14,920 $2.0M
Redmond Asset Management, LLC 0.62% Reduce -4.5% 14,892 $2.0M
Western Wealth Management, LLC 0.15% Reduce -15.4% 14,872 $2.0M
Panagora Asset Management Inc. 0.01% Reduce -0.8% 14,848 $2.0M
Great Lakes Retirement, Inc. 0.29% Add +3.4% 14,805 $1.9M
Atlas Capital Advisors Inc. 0.30% Add +0.3% 14,799 $1.9M
HighPoint Advisor Group LLC 0.14% Reduce -6.7% 15,826 $1.9M
Conway Capital Management, Inc. 1.08% Add +2.7% 14,712 $1.9M
Principal Securities, Inc. 0.06% Reduce -8.6% 14,596 $1.9M
Pittenger & Anderson Inc. 0.08% Add +0.2% 14,560 $1.9M
Sowell Financial Services LLC 0.09% Add +1.1% 14,508 $1.9M
Daymark Wealth Partners, LLC 0.10% Add +19.8% 14,351 $1.9M
Wintrust Investments LLC 0.17% Add +0.0% 14,256 $1.9M
Accel Wealth Management 0.79% Add +14.1% 14,251 $1.9M
Zevenbergen Capital Investments LLC 0.04% No change 14,230 $1.9M
Mitchell & Pahl Private Wealth, LLC 0.98% Reduce -7.4% 14,149 $1.9M
Chickasaw Capital Management LLC 0.09% Add +7.4% 14,036 $1.8M
Linden Thomas Advisory Services, LLC 0.30% Add +5.4% 14,031 $1.8M
Keybank National Association 0.01% Reduce -1.6% 14,004 $1.8M
Robeco Institutional Asset Management B.V. 0.00% No change 13,931 $1.8M
Trust Co. of Toledo NA 0.29% Add +37.2% 13,896 $1.8M
Harbor Capital Advisors, Inc. 0.24% New 13,833 $1.8M
Caz Investments LP 3.63% No change 13,800 $1.8M
Sfmg, LLC 0.16% Reduce -4.2% 13,789 $1.8M
Patrick M Sweeney & Associates, Inc. 1.49% Add +0.9% 13,760 $1.8M
Independent Solutions Wealth Management, LLC 0.43% Reduce -5.6% 13,735 $1.8M
Dakota Wealth Management 0.04% Add +41.3% 13,674 $1.8M
River Street Advisors LLC 1.21% Add +29.3% 13,658 $1.8M
Kovack Advisors, Inc. 0.22% Reduce -15.2% 13,642 $1.8M
Matrix Private Capital Group LLC 1.21% Add +0.0% 13,619 $1.8M
Gateway Investment Advisers LLC 0.02% Reduce -3.3% 13,570 $1.8M
Smith, Moore & Co. 0.19% Reduce -0.6% 13,565 $1.8M
Signaturefd, LLC 0.04% Add +6.9% 13,535 $1.8M
Laird Norton Wetherby Wealth Management, LLC 0.08% Reduce -0.0% 13,519 $1.8M
Lodestone Wealth Management LLC 0.93% Reduce -1.1% 13,515 $1.8M
Choate Investment Advisors 0.05% Add +0.2% 13,428 $1.8M
Klingman & Associates, LLC 0.13% Add +0.1% 13,407 $1.8M
Summit Trail Advisors, LLC 0.05% Add +8.3% 13,346 $1.8M
First United Bank & Trust 0.65% Add +2.7% 13,295 $1.7M
Transcendent Capital Group LLC 1.01% Add +2554.4% 13,272 $1.7M
Dimension Capital Management LLC 0.35% No change 13,255 $1.7M
New Vernon Investment Management LLC 1.47% No change 13,201 $1.7M
UMB Bank, n.a. 0.03% Reduce -3.0% 13,129 $1.7M
Vestcor Inc 0.06% Reduce -11.3% 13,086 $1.7M
AlphaCore Capital LLC 0.46% Reduce -0.4% 13,003 $1.7M
L.M. Kohn & Company 0.48% Add +0.6% 12,984 $1.7M
Praxis Investment Management Inc. 0.11% Add +36.4% 12,970 $1.7M
Westside Investment Management, Inc. 0.41% Reduce -38.0% 12,970 $1.7M
Compound Planning, Inc. 0.16% Add +9.9% 12,933 $1.7M
Rappaport Reiches Capital Management, LLC 0.53% Add +313.4% 12,927 $1.7M
Beacon Investment Advisory Services, Inc. 0.07% No change 12,875 $1.7M
Carolinas Wealth Consulting LLC 0.33% Add +659.6% 12,852 $1.7M
Orange Investment Advisors, Inc. 0.20% Reduce -2.3% 12,849 $1.7M
Vontobel Holding Ltd. 0.01% Add +2.1% 12,837 $1.7M
Bryn Mawr Trust Advisors, LLC 0.09% Reduce -7.6% 12,566 $1.7M
Horizon Investments, LLC 0.04% Reduce -2.1% 12,591 $1.6M
Bison Wealth, LLC 0.27% Add +0.2% 12,436 $1.6M
Investors Asset Management of Georgia Inc. /Ga/ 0.77% Reduce -0.6% 12,435 $1.6M
Brave Asset Management Inc. 0.42% Reduce -0.1% 12,419 $1.6M
Renaissance Investment Group LLC 0.37% Reduce -9.4% 12,379 $1.6M
Douglass Winthrop Advisors, LLC 0.03% Add +11.5% 12,372 $1.6M
Marcum Wealth, LLC 0.16% Add +3.4% 12,343 $1.6M
Xcel Wealth Management, LLC 0.51% Reduce -3.5% 12,293 $1.6M
Segment Wealth Management, LLC 0.12% No change 12,260 $1.6M
Accretive Wealth Partners, LLC 0.71% Add +1.2% 13,623 $1.6M
Citizens & Northern Corp. 0.54% Reduce -21.2% 12,204 $1.6M
Crescent Grove Advisors, LLC 0.17% Reduce -6.8% 12,199 $1.6M
DoubleLine ETF Adviser LP 0.41% Add +2.1% 12,155 $1.6M
Rwa Wealth Partners, LLC 0.02% Add +1.8% 12,152 $1.6M
Private Trust Co. NA 0.17% Reduce -7.0% 12,150 $1.6M
Good Life Advisors, LLC 0.14% Reduce -52.9% 12,138 $1.6M
Arkadios Wealth Advisors 0.12% Reduce -6.1% 12,012 $1.6M
Procyon Advisors, LLC 0.12% Add +1.8% 11,991 $1.6M
17 Capital Partners, LLC 1.16% New 11,971 $1.6M
Hollencrest Capital Management 0.07% Reduce -0.3% 11,956 $1.6M
First Trust Direct Indexing L.P. 0.12% Add +32.0% 11,786 $1.5M
Valeo Financial Advisors, LLC 0.06% Add +0.6% 12,495 $1.5M
Sandbox Financial Partners, LLC 0.65% Reduce -3.5% 11,773 $1.5M
Heritage Investors Management Corp. 0.05% Reduce -4.7% 11,639 $1.5M
Benjamin F. Edwards & Company, Inc. 0.03% Add +12.2% 11,595 $1.5M
Avity Investment Management Inc. 0.13% No change 11,585 $1.5M
Spirit of America Management Corp. 0.31% No change 11,550 $1.5M
Angeles Wealth Management, LLC 0.15% Add +1.4% 11,537 $1.5M
Kingswood Wealth Advisors, LLC 0.17% Reduce -12.5% 11,536 $1.5M
Granite Bay Wealth Management, LLC 0.86% Reduce -99.3% 11,528 $1.5M
Welch & Forbes LLC 0.02% Reduce -4.0% 11,512 $1.5M
Walter & Keenan Wealth Management LLC /in/ 0.49% No change 11,477 $1.5M
Bank Ozk 0.67% Add +12.6% 11,469 $1.5M
Hilltop National Bank 0.51% — 11,445 $1.5M
Investment Management Corp of Ontario 0.04% Reduce -30.9% 11,428 $1.5M
Clarius Group, LLC 0.10% Reduce -10.8% 11,394 $1.5M
Shepherd Kaplan Krochuk, LLC 1.19% Add +2.2% 11,390 $1.5M
Prio Wealth Limited Partnership 0.04% Add +1.0% 11,378 $1.5M
Meeder Advisory Services, Inc. 0.15% Add +7.2% 11,369 $1.5M
Legacy Advisors, LLC 0.19% Add +4.3% 11,332 $1.5M
Beaumont Financial Advisors, LLC 0.12% Add +0.3% 11,313 $1.5M
RMR Wealth Builders 0.18% Add +5.0% 11,283 $1.5M
Norway Savings Bank 0.62% Add +0.5% 11,268 $1.5M
Qtron Investments LLC 0.21% No change 11,209 $1.5M
Profund Advisors LLC 0.06% Add +20.6% 11,209 $1.5M
Focus Partners Advisor Solutions, LLC 0.04% New 11,164 $1.5M
Moseley Investment Management Inc. 0.73% Add +6.8% 11,165 $1.5M
Morse Asset Management, Inc 0.38% Add +26.1% 11,142 $1.5M
RDA Financial Network 0.50% Reduce -4.9% 11,111 $1.5M
Almanack Investment Partners, LLC. 0.25% Add +0.8% 11,011 $1.4M
Confluence Investment Management LLC 0.02% No change 11,000 $1.4M
Ar Asset Management Inc. 0.36% No change 11,000 $1.4M
Carson Advisory Inc. 1.01% Reduce -2.5% 10,965 $1.4M
Verdence Capital Advisors LLC 0.13% Reduce -6.1% 10,877 $1.4M
Zhang Financial LLC 0.11% Reduce -3.2% 10,814 $1.4M
Fulton Bank, N.A. 0.06% Add +5.0% 10,745 $1.4M
Sheets Smith Wealth Management 0.16% Add +3.1% 10,734 $1.4M
Choreo, LLC 0.04% Add +2.7% 10,728 $1.4M
Diversified Trust Co. 0.04% Add +29.7% 10,724 $1.4M
Greenwood Capital Associates LLC 0.19% Reduce -3.7% 10,689 $1.4M
Prudential PLC 0.01% Reduce -53.1% 10,686 $1.4M
Edmond DE Rothschild Holding S.A. 0.02% Add +12.0% 10,658 $1.4M
Thoroughbred Financial Services, LLC 0.13% Reduce -8.9% 10,612 $1.4M
Moody National Bank Trust Division 0.11% Add +10.7% 10,582 $1.4M
Missouri Trust & Investment Co 0.53% Reduce -2.4% 10,545 $1.4M
TBH Global Asset Management, LLC 0.28% Add +0.5% 10,536 $1.4M
Highlander Capital Management, LLC 0.55% Reduce -8.7% 10,505 $1.4M
Country Club Bank 0.10% No change 10,485 $1.4M
Chapin Davis, Inc. 0.50% Reduce -5.8% 10,481 $1.4M
E&G Advisors, LLC 0.43% Reduce -0.9% 10,484 $1.4M
Godshalk Welsh Capital Management, Inc. 0.92% Reduce -0.5% 10,430 $1.4M
Hilltop Holdings Inc. 0.15% Add +127.2% 10,398 $1.4M
Nicolet Advisory Services, LLC 0.14% Add +4.2% 10,294 $1.4M
Wbi Investments, LLC 0.28% Reduce -39.4% 10,341 $1.4M
Waterfront Wealth Inc. 0.38% No change 11,100 $1.4M
King Luther Capital Management Corp. 0.01% Add +2.6% 10,296 $1.4M
Hartline Investment Corp./ 0.24% New 10,205 $1.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.24% Add +1.4% 10,205 $1.3M
Castle Rock Wealth Management, LLC 0.37% Reduce -5.7% 11,394 $1.3M
Florida Trust Wealth Management Co 0.05% Add +120.0% 10,178 $1.3M
RFG Advisory, LLC 0.05% Add +0.2% 10,176 $1.3M
NorthRock Partners, LLC 0.05% Reduce -6.4% 10,133 $1.3M
Fortem Financial Group, LLC 0.58% Add +19.0% 10,102 $1.3M
Level Four Advisory Services, LLC 0.07% No change 10,084 $1.3M
Meiji Yasuda Asset Management Co Ltd. 0.06% Add +23.1% 10,025 $1.3M
Ballentine Partners, LLC 0.03% Add +4.9% 10,017 $1.3M
Donald L. Hagan, LLC 0.69% No change 10,000 $1.3M
IHT Wealth Management, LLC 0.05% Add +78.0% 9,944 $1.3M
United Bank 0.66% Reduce -0.7% 9,884 $1.3M
Balentine LLC 0.04% Add +53.3% 9,850 $1.3M
First Dallas Securities Inc. 0.59% Reduce -25.4% 9,815 $1.3M
Virginia Wealth Management Group, Inc. 1.05% Reduce -2.1% 9,774 $1.3M
Moneta Group Investment Advisors LLC 0.02% Add +2.6% 9,755 $1.3M
Sandy Cove Advisors, LLC 0.59% Add +0.2% 9,739 $1.3M
Sabal Trust CO 0.07% Reduce -13.8% 9,698 $1.3M
LBMC Investment Advisors, LLC 0.11% Add +11.6% 9,651 $1.3M
CENTRAL TRUST Co 0.03% Reduce -0.2% 9,642 $1.3M
Ayrshire Capital Management LLC 0.68% Reduce -75.7% 9,575 $1.3M
Koss-Olinger Consulting, LLC 0.68% Add +371.0% 9,575 $1.3M
Sage Mountain Advisors LLC 0.13% Add +60.7% 9,544 $1.3M
Altus Wealth Group LLC 0.63% Add +70.9% 9,532 $1.3M
Horizon Kinetics Asset Management LLC 0.02% Reduce -3.5% 9,510 $1.2M
Advisor OS, LLC 0.14% Reduce -1.6% 9,468 $1.2M
Everpar Advisors LLC 0.75% Reduce -32.0% 9,437 $1.2M
SeaCrest Wealth Management, LLC 0.15% Reduce -34.5% 9,418 $1.2M
Hall Capital Management Co. Inc. 0.60% New 9,290 $1.2M
Aspen Grove Capital, LLC 0.34% Add +0.0% 9,276 $1.2M
Tradition Wealth Management, LLC 0.12% Add +0.3% 9,261 $1.2M
Jacobi Capital Management LLC 0.11% Reduce -4.4% 9,219 $1.2M
Belpointe Asset Management LLC 0.09% Add +63.9% 9,200 $1.2M
Samjo Management, LLC 0.43% No change 9,200 $1.2M
TD Private Client Wealth LLC 0.04% Reduce -14.4% 9,184 $1.2M
Vident Advisory, LLC 0.03% Add +1.3% 9,162 $1.2M
Davis Investment Partners, LLC 0.53% No change 9,540 $1.2M
Dynamic Advisor Solutions LLC 0.04% Reduce -46.8% 9,151 $1.2M
JFS Wealth Advisors, LLC 0.10% Add +433.4% 9,116 $1.2M
RW Investment Management LLC 0.17% Add +37.9% 9,100 $1.2M
Wilbanks Smith & Thomas Asset Management LLC 0.03% Reduce -8.1% 9,083 $1.2M
Ritholtz Wealth Management 0.04% Add +14.8% 9,069 $1.2M
Meitav Investment House Ltd. 0.02% Reduce -95.1% 9,042 $1.2M
Investment Partners Asset Management, Inc. 1.07% Reduce -8.2% 9,005 $1.2M
First Pacific Financial 0.33% Add +1.4% 8,940 $1.2M
HUB Investment Partners, LLC 0.06% Add +472.7% 8,888 $1.2M
Baxter Bros Inc. 0.15% Add +1.9% 8,861 $1.2M
Kathmere Capital Management, LLC 0.13% Add +6.6% 8,848 $1.2M
AQR Capital Management 0.00% Add +21.0% 8,860 $1.2M
Pictet North America Advisors SA 0.13% No change 8,800 $1.2M
HBK Sorce Advisory LLC 0.04% Add +24.8% 8,799 $1.2M
Legacy Capital Group California, Inc. 0.43% Reduce -2.6% 8,793 $1.2M
Latash Investments, LLC 0.82% No change 8,774 $1.2M
Pennsylvania Capital Management Inc. 0.47% Reduce -19.0% 8,707 $1.1M
Nicolet Bankshares Inc. 0.24% Add +0.7% 8,704 $1.1M
FRG Family Wealth Advisors LLC 0.22% Add +0.0% 9,804 $1.1M
Harmony Asset Management LLC 0.47% Add +5.5% 8,648 $1.1M
EPG Wealth Management LLC 0.28% Add +3.8% 8,640 $1.1M
First National Trust Co 0.05% Reduce -1.1% 8,625 $1.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 8,600 $1.1M
Cornerstone National Bank & Trust Co 0.57% Reduce -2.3% 8,535 $1.1M
Apexium Financial, LP 0.09% Reduce -4.7% 8,529 $1.1M
McElhenny Sheffield Capital Management, LLC 0.40% No change 8,519 $1.1M
Bank Hapoalim BM 0.15% Reduce -20.2% 8,418 $1.1M
LMG Wealth Partners, LLC 0.28% Add +3.5% 8,405 $1.1M
Strategic Blueprint, LLC 0.08% Add +1.3% 8,375 $1.1M
Mayflower Financial Advisors, LLC 0.18% Reduce -5.9% 8,362 $1.1M
Brookstone Capital Management 0.02% Add +40.9% 8,332 $1.1M
Apella Capital, LLC 0.06% Add +0.9% 8,287 $1.1M
Trust Asset Management LLC 0.10% No change 8,305 $1.1M
Ameritas Investment Partners, Inc. 0.04% Reduce -1.4% 8,281 $1.1M
Prosperity Consulting Group, LLC 0.14% Add +8.3% 8,264 $1.1M
Litman Gregory Wealth Management LLC 0.10% Reduce -21.8% 8,250 $1.1M
Union Savings Bank 0.57% Reduce -3.4% 8,234 $1.1M
MIdWestOne Financial Group, Inc. 0.19% Add +0.6% 8,200 $1.1M
Forum Financial Management, LP 0.02% Add +2.2% 8,183 $1.1M
Cambridge Trust Co. 0.04% Reduce -16.0% 8,133 $1.1M
Merit Financial Group, LLC 0.03% Add +17.4% 9,031 $1.1M
Tectonic Advisors LLC 0.08% Add +0.8% 8,075 $1.1M
Curi Capital, LLC 0.02% Add +77.9% 8,062 $1.1M
Cravens & Co Advisors, LLC 0.87% Add +0.8% 8,015 $1.1M
Seelaus Asset Management LLC 1.08% Add +1.3% 8,003 $1.1M
PBMares Wealth Management LLC 0.27% Reduce -5.9% 8,003 $1.1M
Lowe Brockenbrough & Co. Inc. 0.07% Reduce -7.2% 7,981 $1.0M
Hexagon Capital Partners LLC 0.23% Reduce -0.8% 7,917 $1.0M
Nwam LLC 0.08% Add +0.2% 8,519 $1.0M
Azimuth Capital Investment Management LLC 0.04% Add +3.1% 7,902 $1.0M
Hodges Capital Management Inc. 0.07% Reduce -27.1% 7,875 $1.0M
Financial Advocates Investment Management 0.06% Add +2.5% 7,819 $1.0M
Bokf, NA 0.02% Add +1.8% 7,824 $1.0M
Newman Dignan & Sheerar, Inc. 0.27% Reduce -5.9% 7,789 $1.0M
Harbor Advisors LLC 0.19% No change 7,700 $1.0M
Bailard, Inc. 0.03% No change 7,685 $1.0M
Heirloom Wealth Management 0.34% Add +0.1% 7,680 $1.0M
Gratus Wealth Advisors, LLC 0.19% Reduce -26.3% 8,384 $1.0M
Brown Miller Wealth Management, LLC 0.44% Add +0.5% 7,655 $1.0M
M&R Capital Management Inc. 0.24% Reduce -3.8% 7,597 $998K
Arax Advisory Partners 0.10% Add +1.2% 7,573 $995K
Sage Rhino Capital LLC 0.23% Add +9.9% 7,573 $995K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -4.9% 7,573 $995K
Financial Counselors Inc. 0.02% Reduce -24.4% 7,546 $991K
Cigna Investments Inc. 0.19% Reduce -1.4% 7,539 $991K
Cooper Financial Group 0.16% Add +0.6% 7,501 $985K
LM Advisors LLC 0.17% Add +21.9% 7,471 $982K
Modern Wealth Management, LLC 0.09% New 7,475 $982K
Oxford Financial Group, LTD. LLC 0.07% Reduce -5.2% 7,451 $979K
Kirtland Hills Capital Management, LLC 0.84% — 8,134 $975K
Sippican Capital Advisors 0.76% No change 7,414 $974K
Voya Financial Advisors, Inc. 0.11% Add +0.1% 7,404 $969K
Geller Advisors LLC 0.08% New 7,366 $968K
Benchmark Financial Wealth Advisors, LLC 0.37% Add +0.7% 7,351 $966K
Southland Equity Partners LLC 0.27% Add +0.2% 7,348 $965K
Old North State Trust, LLC 0.81% — 7,329 $963K
Verition Fund Management LLC 0.01% Add +38.1% 7,306 $960K
Sheaff Brock Investment Advisors, LLC 0.08% No change 7,305 $960K
NCM Capital Management, LLC 0.54% Reduce -1.7% 7,298 $959K
Hudson Edge Investment Partners Inc. 0.19% Reduce -6.3% 7,283 $957K
LCNB Corp. 0.34% Add +0.8% 7,256 $953K
Highland Capital Management, LLC 0.05% Reduce -4.4% 7,213 $948K
Walker Asset Management, LLC 0.62% Add +0.8% 7,198 $946K
Freestone Capital Holdings, LLC 0.04% Reduce -9.6% 7,190 $945K
Farther Finance Advisors, LLC 0.06% Add +4.1% 7,163 $939K
JTC Employer Solutions Trustee Ltd 0.06% No change 7,160 $938K
Ransom Advisory, Ltd 0.50% — 7,137 $938K
Harbour Investments, Inc. 0.03% Add +5.7% 7,124 $936K
DF Dent & Co. Inc. 0.01% New 7,112 $934K
Mather Group, Llc. 0.01% Add +1.2% 7,113 $931K
Empire Financial Management Company, LLC 0.31% Reduce -1.4% 7,087 $931K
Excalibur Management Corp. 0.39% No change 7,082 $930K
Jeppson Wealth Management, LLC 0.36% Reduce -3.1% 7,078 $930K
Lokken Investment Group LLC 0.46% Reduce -4.3% 7,078 $930K
LBP Am SA 0.04% New 7,069 $929K
WealthTrust Axiom LLC 0.30% Add +0.3% 7,056 $927K
Element Pointe Advisors, LLC 0.24% Reduce -4.1% 7,041 $925K
Cladis Investment Advisory, LLC 0.67% No change 7,000 $920K
Linscomb Wealth, Inc. 0.05% Add +0.3% 6,995 $919K
Herold Advisors, Inc. 0.22% Reduce -5.1% 6,952 $913K
Financial Management Network Inc. 0.23% New 7,242 $913K
TrinityBridge Ltd 0.03% Add +21.0% 6,933 $911K
Element Wealth, LLC 0.53% Add +0.3% 6,915 $908K
NBT Bank, N.A. 0.07% Reduce -0.8% 6,888 $905K
KPP Advisory Services LLC 0.25% Add +3.9% 6,883 $904K
First Foundation Advisors 0.04% Reduce -18.9% 6,870 $903K
Sound View Wealth Advisors Group, LLC 0.10% Reduce -12.6% 6,855 $901K
First Hawaiian Bank 0.03% Reduce -36.3% 6,845 $899K
Gables Capital Management Inc. 0.49% Reduce -2.1% 6,830 $897K
Community Financial Services Group, LLC 0.20% — 6,817 $896K
Forte Capital LLC 0.11% Reduce -0.5% 6,782 $891K
Schmidt P J Investment Management Inc. 0.17% Reduce -0.2% 6,777 $890K
Haverford Trust Co 0.01% Reduce -2.7% 6,700 $880K
Retirement Group, LLC 0.31% Add +11.2% 6,677 $877K
Prentice Wealth Management LLC 0.30% Add +5.3% 6,676 $877K
Coldstream Capital Management Inc. 0.02% Add +5.5% 6,670 $876K
NTV Asset Management LLC 0.13% Add +1.9% 6,613 $869K
Beaumont Asset Management, L.L.C. 0.58% Add +11.2% 6,588 $865K
Callan Capital, LLC 0.08% Add +0.1% 6,582 $865K
Illinois Municipal Retirement Fund 0.01% No change 6,527 $857K
Lewis Asset Management, LLC 0.70% Reduce -9.1% 6,508 $855K
Aptus Capital Advisors, LLC 0.02% Add +10.1% 6,485 $852K
IAM Advisory, LLC 0.23% Add +2.7% 6,467 $850K
Sunbelt Securities, Inc. 0.09% Reduce -1.7% 6,459 $849K
Sweeney & Michel, LLC 0.37% — 6,706 $845K
Aviso Wealth Management 0.53% No change 6,398 $840K
Virtus Advisers, LLC 0.45% New 6,366 $836K
Hunting Hill Global Capital, LLC 0.49% Reduce -65.2% 6,358 $835K
Quadrant Private Wealth Management, LLC 0.21% Add +0.1% 6,348 $834K
Inscription Capital, LLC 0.14% Add +16.1% 6,346 $834K
Jmac Enterprises LLC 0.15% Reduce -7.3% 6,300 $828K
Purus Wealth Management, LLC 0.41% Reduce -3.8% 6,281 $825K
Kensington Investment Counsel, LLC 0.37% Add +7.0% 6,220 $817K
Gilliland Jeter Wealth Management LLC 0.28% Reduce -0.3% 6,210 $816K
Westwood Holdings Group Inc. 0.01% Reduce -89.4% 6,170 $811K
Boltwood Capital Management 0.25% Add +0.6% 6,173 $811K
Advisory Research Inc. 0.16% Reduce -0.9% 6,167 $810K
Crewe Advisors LLC 0.09% New 6,164 $810K
Virtue Capital Management, LLC 0.15% Reduce -8.7% 6,536 $808K
Per Stirling Capital Management, LLC. 0.13% Add +0.2% 6,140 $807K
Global Wealth Management Investment Advisory, Inc. 0.20% Reduce -0.2% 6,076 $798K
Leo Wealth, LLC 0.08% Add +3.2% 6,066 $796K
AdvisorNet Financial, Inc 0.08% Add +3.3% 6,051 $795K
Cullen Investment Group, LTD. 0.13% Reduce -7.1% 6,293 $795K
Redhawk Wealth Advisors, Inc. 0.13% Reduce -8.8% 6,050 $795K
Cullen Capital Management, LLC 0.01% Add +7.8% 6,005 $789K
Naviter Wealth, LLC 0.13% Reduce -16.8% 6,003 $789K
Supplemental Annuity Collective Trust of NJ 0.25% No change 6,000 $788K
Cantor Fitzgerald Investment Advisors L.P. 0.06% No change 6,000 $788K
First PREMIER Bank 0.21% No change 6,000 $788K
Executive Wealth Management, LLC 0.07% Add +1.1% 5,977 $783K
Carmel Capital Partners, LLC 0.32% Reduce -4.9% 5,956 $782K
Sax Wealth Advisors, LLC 0.09% Add +0.0% 5,948 $781K
Galvin, Gaustad & Stein, LLC 0.07% Reduce -3.8% 5,943 $781K
Northwest Bank & Trust Co 0.72% Reduce -1.6% 6,680 $779K
Csenge Advisory Group 0.04% Reduce -4.5% 5,908 $776K
Fisher Asset Management 0.00% Add +25.9% 5,901 $775K
Next Capital Management LLC 0.31% Add +2.6% 5,892 $774K
Ausdal Financial Partners, Inc. 0.09% Add +0.4% 5,883 $773K
Claro Advisors Inc. 0.13% Add +8.5% 5,875 $772K
Tyche Wealth Partners LLC 0.19% Add +0.1% 5,851 $769K
Brighton Jones LLC 0.03% Add +83.0% 5,850 $769K
Van Cleef Asset Management,Inc 0.10% No change 5,850 $769K
Shelton Capital Management 0.02% No change 5,844 $768K
Moneco Advisors, LLC 0.12% Add +2.5% 5,810 $763K
Alpha Cubed Investments, LLC 0.04% Add +6.0% 5,787 $760K
Busey Bank 0.03% Reduce -1.4% 5,765 $757K
CHICAGO TRUST Co NA 0.16% Add +0.4% 5,748 $755K
Riverview Capital Advisers, LLC 0.26% Reduce -1.5% 5,745 $755K
Samalin Investment Counsel, LLC 0.36% Reduce -2.2% 5,723 $752K
Mill Creek Capital Advisors, LLC 0.02% Add +8.0% 5,718 $751K
PGGM Investments 0.01% New 5,710 $750K
OMNI 360 Wealth, Inc. 0.62% No change 5,683 $747K
Bartlett & Co. Wealth Management LLC 0.01% Add +1.7% 5,670 $745K
CreativeOne Wealth, LLC 0.03% Add +211.3% 5,657 $743K
Gladstone Institutional Advisory LLC 0.04% Reduce -26.5% 5,645 $742K
Wedmont Private Capital 0.05% Add +7.2% 5,591 $738K
Augustine Asset Management Inc. 0.31% Add +0.0% 5,606 $736K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -96.6% 5,603 $736K
Viawealth, LLC 0.46% Reduce -11.8% 5,603 $736K
Clifford Swan Investment Counsel LLC 0.03% Reduce -1.3% 5,601 $736K
LexAurum Advisors, LLC 0.19% Add +21.6% 5,592 $735K
Cordgrass Capital Advisors, LLC 0.23% No change 5,579 $733K
Gilman Hill Asset Management, LLC 0.13% Reduce -0.5% 5,570 $732K
Old National Bancorp 0.02% Reduce -2.2% 5,545 $728K
Old Port Advisors 0.22% Add +0.3% 5,542 $728K
Lanark Financial, Inc. 0.07% Reduce -2.2% 5,545 $728K
Powell Investment Advisors, LLC 0.38% No change 5,520 $725K
Quad-Cities Investment Group, LLC 0.42% Reduce -8.4% 5,475 $719K
Strategy Asset Managers LLC 0.15% New 5,441 $715K
McDonald Partners LLC 0.20% Add +0.0% 5,438 $714K
Realta Investment Advisors 0.15% Reduce -1.1% 5,433 $714K
Heritage Wealth Advisors 0.03% No change 5,421 $712K
Octavia Wealth Advisors, LLC 0.10% Add +0.0% 5,400 $709K
Trust Point Inc. 0.06% Add +61.6% 5,397 $709K
Whalen Wealth Management Inc. 0.52% Add +11.9% 5,386 $708K
Leonteq Securities AG 0.09% Add +30.7% 5,363 $705K
Ellevest, Inc. 0.04% Add +4.5% 5,362 $704K
Monograph Wealth Advisors, LLC 0.10% Add +115.8% 5,335 $701K
Qube Research & Technologies Ltd 0.00% Reduce -28.6% 5,333 $701K
Burns J W & Co. Inc. 0.10% No change 5,325 $700K
Avalon Capital Management 0.29% No change 5,320 $699K
FFT Wealth Management LLC 0.06% Add +4.4% 5,319 $699K
Caprock Group, LLC 0.04% Reduce -0.8% 5,319 $699K
Certuity, LLC 0.06% Add +14.2% 5,317 $698K
Focus Financial Network, Inc. 0.03% — 5,787 $696K
Ironsides Asset Advisors, LLC 0.24% New 5,300 $696K
TRUE Private Wealth Advisors 0.08% No change 5,296 $696K
Curbstone Financial Management Corp 0.15% Reduce -3.6% 5,280 $694K
Visionary Wealth Advisors 0.05% Reduce -3.6% 5,267 $692K
BBR Partners, LLC 0.06% Add +11.7% 5,244 $689K
Meridian Wealth Advisors, LLC 0.13% No change 5,235 $688K
Revolve Wealth Partners, LLC 0.12% Add +6.6% 5,231 $687K
Roble, Belko & Company, Inc 0.12% Add +2183.4% 5,229 $687K
Centiva Capital, LP 0.04% New 5,200 $683K
Impax Asset Management Group plc 0.00% No change 5,200 $683K
Smithfield Trust Co 0.04% Add +2.5% 5,186 $681K
Mark Sheptoff Financial Planning, LLC 0.38% Add +12.0% 5,150 $677K
Kozak & Associates, Inc. 0.18% Add +1.4% 5,282 $675K
Willner & Heller, LLC 0.67% Reduce -0.8% 5,137 $675K
Laidlaw Wealth Management LLC 0.38% Reduce -77.8% 5,119 $672K
Worth Financial Advisory Group, LLC 0.46% Add +13.5% 5,105 $671K
Steward Partners Investment Solutions, LLC 0.11% New 5,103 $670K
McKinley Carter Wealth Services, Inc. 0.04% Reduce -2.9% 5,101 $670K
WNY Asset Management, LLC 0.10% Reduce -18.8% 5,100 $670K
1620 Investment Advisors, Inc. 0.67% Reduce -93.5% 331 $670K
Intrua Financial, LLC 0.10% Add +0.1% 5,098 $670K
Verus Capital Partners, LLC 0.07% Reduce -1.9% 5,094 $669K
Geneos Wealth Management Inc. 0.03% Reduce -3.8% 5,059 $665K
Ascent Group, LLC 0.06% Reduce -5.7% 5,059 $665K
AE Wealth Management LLC 0.01% Reduce -90.9% 5,047 $663K
Nicholas Wealth, LLC. 0.51% Reduce -15.6% 5,021 $660K
Ameliora Wealth Management Ltd. 0.30% No change 5,010 $658K
Atlantic Union Bankshares Corp 0.06% Reduce -1.9% 5,010 $658K
LSP Investment Advisors, LLC 0.35% No change 5,000 $657K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 5,000 $657K
WBH Advisory Inc. 0.07% Reduce -10.4% 4,997 $656K
NorthStar Asset Management LLC 0.50% Add +0.7% 4,995 $656K
Seamount Financial Group Inc. 0.57% Reduce -1.4% 4,993 $656K
PEAK6 Investments LLC 0.03% Reduce -92.6% 4,992 $656K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -85.8% 4,989 $655K
Salem Investment Counselors Inc. 0.02% No change 4,965 $652K
VAUGHAN & Co SECURITIES, INC. 0.41% Reduce -8.9% 4,958 $651K
Gridiron Partners, LLC 0.41% No change 4,948 $650K
Franklin Street Advisors Inc. 0.05% New 4,940 $649K
Davis R M Inc. 0.01% Reduce -1.6% 4,933 $648K
Total Clarity Wealth Management, Inc. 0.23% No change 4,929 $648K
Financial Partners Group, Inc 0.10% Reduce -0.4% 4,899 $644K
Zacks Investment Management 0.01% Add +0.9% 4,884 $642K
Benjamin Edwards Inc. 0.13% Add +45.4% 4,842 $636K
Coordinated Financial Services, Inc. 0.56% — 4,840 $636K
Godsey & Gibb, Inc. 0.07% Reduce -0.2% 4,827 $634K
Angeles Investment Advisors, LLC 0.03% Add +1.6% 4,823 $634K
TruWealth Advisors, LLC 0.04% Reduce -93.5% 4,813 $632K
LRI Investments, LLC 0.16% — 4,813 $632K
Harvest Fund Management Co., Ltd 0.06% Reduce -10.3% 4,802 $631K
Arcus Capital Partners, LLC 0.20% No change 4,750 $624K
Birinyi Associates Inc. 0.20% Add +0.1% 4,705 $618K
Perkins Coie Trust Co 0.14% No change 4,697 $617K
Silverlake Wealth Management LLC 0.31% Reduce -7.1% 4,691 $616K
Cornerstone Advisory, LLC 0.09% Add +13.6% 4,676 $614K
Trajan Wealth LLC 0.04% — 4,642 $610K
MGB Wealth Management, LLC 0.25% Add +2.8% 4,625 $608K
MJP Associates Inc. 0.13% Add +8.0% 4,592 $603K
Mission Wealth Management, LP 0.02% Reduce -36.3% 4,586 $603K
GAMMA Investing LLC 0.12% Add +23.4% 4,581 $602K
Moloney Securities Asset Management, LLC 0.09% Add +1.8% 4,578 $601K
Lebenthal Global Advisors, LLC 0.13% Add +1.2% 4,561 $599K
BSW Wealth Partners 0.10% Add +1.9% 4,556 $599K
San Luis Wealth Advisors LLC 0.31% Reduce -1.3% 4,551 $598K
Greenleaf Trust 0.01% Add +46.5% 4,525 $594K
Gradient Capital Advisors, LLC 0.22% No change 4,487 $589K
Montecito Bank & Trust 0.12% Reduce -17.6% 4,484 $589K
Premier Path Wealth Partners, LLC 0.11% Add +2.9% 4,449 $588K
SageView Advisory Group, LLC 0.03% Reduce -24.9% 4,474 $588K
Alerus Financial NA 0.04% Reduce -0.6% 4,473 $588K
Lindbrook Capital, LLC 0.05% Add +4.9% 4,466 $587K
Accurate Wealth Management, LLC 0.17% Add +9.1% 4,938 $585K
KMG Fiduciary Partners, LLC 0.06% Reduce -19.0% 4,430 $582K
Clear Creek Financial Management, LLC 0.07% Add +1.7% 4,401 $578K
Avory & Company, LLC 0.39% Reduce -45.5% 4,400 $578K
Checchi Capital Advisers, LLC 0.05% Add +7.5% 4,392 $577K
Manchester Capital Management LLC 0.07% Add +7.5% 4,391 $577K
CM Wealth Advisors LLC 0.16% New 4,718 $573K
Simon Quick Advisors, LLC 0.04% Add +9.2% 4,356 $572K
Wimmer Associates 1, LLC 0.30% No change 4,343 $571K
Secure Asset Management, LLC 0.13% Reduce -62.7% 4,340 $570K
Bridgewater Associates 0.00% Reduce -82.4% 4,335 $569K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -27.8% 4,324 $568K
Continuum Advisory, LLC 0.08% New 4,597 $566K
Cora Capital Advisors LLC 0.30% Add +0.3% 4,289 $563K
Paragon Private Wealth Management, LLC 0.33% Reduce -5.1% 4,280 $562K
Sapient Capital LLC 0.01% Reduce -22.3% 4,280 $562K
Chemistry Wealth Management LLC 0.15% Add +49.6% 4,256 $559K
Vanguard Capital Wealth Advisors 0.39% Reduce -2.3% 4,250 $558K
Morton Capital Management LLC 0.15% Reduce -13.8% 4,225 $555K
Soltis Investment Advisors LLC 0.06% Reduce -89.6% 4,222 $555K
Bienville Capital Management, LLC 0.17% No change 4,202 $552K
M3 Advisory Group, LLC 0.50% Add +12.3% 4,186 $550K
Guinness Asset Management LTD 0.01% Reduce -2.9% 4,183 $550K
Operose Advisors LLC 0.19% Add +0.4% 4,182 $549K
Spinnaker Investment Group, LLC 0.15% Add +0.9% 4,171 $548K
Sweet Financial Partners, LLC 0.13% Add +0.1% 4,155 $546K
Mayfair Advisory Group, LLC 0.40% Add +9.9% 4,149 $545K
Logan Capital Management Inc. 0.02% No change 4,125 $542K
First American Trust, FSB 0.06% Reduce -13.6% 4,046 $532K
First Heartland Consultants, Inc. 0.06% Add +0.1% 4,031 $530K
Advus Financial Partners, LLC 0.16% Add +2.7% 4,011 $527K
Diversified Portfolios, Inc. 0.07% No change 4,000 $525K
Colonial River Investments, LLC 0.30% Reduce -25.5% 3,993 $525K
Trueblood Wealth Management, LLC 0.30% No change 3,985 $524K
Lion Street Advisors, LLC 0.21% No change 3,996 $523K
Wagner Wealth Management, LLC 0.16% Add +3.6% 3,980 $523K
Regatta Capital Group, LLC 0.12% No change 3,975 $522K
Sageworth Trust Co of South Dakota 0.80% New 3,960 $520K
Cardiff Park Advisors, LLC 0.05% New 3,958 $520K
Fiduciary Family Office, LLC 0.20% Reduce -10.8% 3,942 $518K
Burney Co./ 0.02% Reduce -0.5% 3,927 $516K
HCR Wealth Advisors 0.08% Add +119.5% 3,922 $515K
Tandem Investment Advisors, Inc. 0.02% Reduce -2.9% 3,920 $515K
Covey Capital Advisors, LLC 0.62% No change 3,920 $515K
Summit Financial Wealth Advisors, LLC 0.10% No change 3,912 $514K
Stratos Investment Management, LLC 0.05% Add +10.9% 3,902 $513K
Family Manage LLC 0.09% Add +12.1% 3,894 $512K
Intech Investment Management LLC 0.01% Add +25.4% 3,885 $510K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 3,875 $509K
Robertson Stephens Wealth Management, LLC 0.03% Add +70.2% 3,870 $508K
TFB Advisors LLC 0.18% Add +47.9% 4,309 $506K
Parkside Financial Bank & Trust 0.08% Add +2.0% 3,850 $506K
Summit Financial, LLC 0.03% Reduce -20.5% 3,841 $505K
Eisler Capital (UK) Ltd. 0.06% New 3,827 $503K
Townsend Asset Management Corp. /NC/ 0.20% Add +0.1% 3,812 $501K
Sovereign Financial Group, Inc. 0.13% Add +0.1% 3,805 $500K
Kohmann Bosshard Financial Services, LLC 0.07% No change 3,800 $499K
SlateStone Wealth, LLC 0.05% Add +1.9% 3,781 $497K
LWM Advisory Services, LLC 0.40% Add +55.8% 3,773 $496K
Global Assets Advisory, LLC 0.30% New 3,779 $495K
Plotkin Financial Advisors, LLC 0.33% No change 3,759 $494K
Mattern Wealth Management LLC 0.12% Add +0.2% 3,731 $490K
Vaughan David Investments LLC 0.01% Add +65.3% 3,727 $490K
Morningstar Investment Services LLC 0.01% Reduce -38.2% 3,746 $490K
Valmark Advisers, Inc. 0.01% Reduce -2.0% 3,727 $490K
Sentry Investment Management LLC 0.19% No change 3,719 $489K
O'Dell Group, LLC 0.12% Add +0.0% 3,715 $488K
Round Rock Advisors LLC 0.12% Add +23.7% 3,712 $488K
Redwood Financial Network Corp 0.42% Reduce -1.8% 3,710 $487K
Fortis Capital Advisors, LLC 0.20% New 3,705 $487K
Cassaday & Co Wealth Management LLC 0.02% Add +20.4% 3,696 $486K
UNIVEST FINANCIAL Corp 0.14% Add +11.1% 3,688 $484K
Jones Financial Companies LLLP 0.00% Add +4157.0% 3,661 $481K
Gryphon Financial Partners LLC 0.08% New 3,659 $481K
Faithward Advisors, LLC 0.09% New 3,646 $479K
Enterprise Bank & Trust Co 0.16% Add +1.1% 3,643 $479K
Flputnam Investment Management Co. 0.01% Reduce -8.2% 3,639 $478K
Eagle Global Advisors LLC 0.03% Add +25.4% 3,638 $478K
Bigelow Investment Advisors, LLC 0.23% Add +17.7% 3,632 $477K
Fairfield, Bush & Co. 0.28% Reduce -0.4% 3,621 $476K
Valued Retirements, Inc. 0.76% No change 3,611 $474K
Fairhaven Wealth Management, LLC 0.16% Add +0.1% 3,606 $474K
Commerzbank Aktiengesellschaft 0.02% Add +31.2% 3,596 $473K
Laffer Tengler Investments, Inc. 0.15% Add +216.1% 3,600 $473K
Moody Aldrich Partners LLC 0.08% Reduce -2.5% 3,595 $472K
Onyx Bridge Wealth Group LLC 0.08% Reduce -5.6% 3,851 $472K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +2.0% 3,580 $470K
Johnson Financial Group, Inc. 0.03% Reduce -21.9% 3,576 $470K
Select Asset Management & Trust 0.19% No change 3,550 $466K
Mosley Wealth Management 0.44% Reduce -3.6% 3,540 $465K
Poehling Capital Management, INC. 0.12% Reduce -2.3% 3,540 $465K
Perennial Advisors, LLC 0.11% Reduce -0.6% 3,540 $465K
Armstrong Advisory Group, Inc. 0.04% No change 3,545 $464K
Keystone Financial Group 0.07% Add +14.6% 3,529 $464K
Bernardo Wealth Planning LLC 0.13% Reduce -0.1% 3,524 $463K
Montag A & Associates Inc. 0.02% Add +58.7% 3,514 $462K
Exencial Wealth Advisors, LLC 0.02% Add +0.1% 3,512 $461K
Tower Bridge Advisors 0.05% Reduce -50.3% 3,509 $461K
Merrion Investment Management Co, LLC 0.33% No change 3,500 $460K
Eagle Wealth Strategies LLC 0.37% Add +0.1% 3,487 $457K
Garden State Investment Advisory Services LLC 0.17% Add +3.9% 3,478 $457K
Federated Hermes, Inc. 0.00% Add +24.6% 3,467 $455K
Avantax Planning Partners, Inc. 0.01% Reduce -1.8% 3,465 $455K
American Assets Investment Management, LLC 0.04% New 3,455 $454K
Avestar Capital, LLC 0.05% Add +31.8% 3,438 $452K
IVC Wealth Advisors LLC 0.26% Reduce -5.1% 3,437 $452K
Bright Futures Wealth Management, LLC. 0.24% — 3,637 $451K
Fort Point Capital Partners LLC 0.06% Reduce -8.3% 3,436 $451K
Palumbo Wealth Management LLC 0.20% Reduce -3.1% 3,429 $450K
Sigma Investment Counselors Inc. 0.03% No change 3,428 $450K
Whalerock Point Partners, LLC 0.13% Add +21.2% 3,428 $450K
West Bancorporation Inc. 0.30% Reduce -18.0% 3,423 $450K
NFSG Corp 0.20% Reduce -39.4% 3,419 $449K
Empirical Finance, LLC 0.03% Add +45.2% 3,419 $449K
Slow Capital, Inc. 0.07% Reduce -1.1% 3,380 $444K
Glass Jacobson Investment Advisors llc 0.17% Reduce -7.5% 3,379 $444K
Marshall Wace, LLP 0.00% New 3,373 $443K
Marshall Financial Group, LLC 0.13% Reduce -0.1% 3,353 $440K
TCI Wealth Advisors, Inc. 0.04% Reduce -2.5% 3,344 $439K
Park National Corp. 0.02% No change 3,335 $438K
Janney Capital Management LLC 0.03% Reduce -6.4% 3,335 $438K
Evoke Wealth, LLC 0.01% New 3,326 $437K
OMC Financial Services LTD 0.22% — 3,318 $436K
Westmount Partners, LLC 0.16% Add +0.4% 3,312 $435K
BLB&B Advisors, LLC 0.02% Reduce -4.6% 3,308 $435K
MBB Public Markets I LLC 0.03% New 3,293 $433K
SouthState Bank Corp 0.03% No change 3,280 $431K
W.G. Shaheen & Associates DBA Whitney & Co 0.05% Reduce -0.2% 3,275 $430K
Ramirez Asset Management, Inc. 0.09% No change 3,266 $429K
Marest Capital, LLC 0.40% Add +0.7% 3,263 $429K
Fragasso Financial Advisors Inc 0.04% Add +2.9% 3,255 $428K
Enterprise Financial Services Corp 0.26% Add +2.1% 3,247 $427K
Westpac Banking Corp. 0.03% Add +0.3% 3,247 $427K
Stanley-Laman Group, Ltd. 0.05% No change 3,242 $426K
Capula Management Ltd 0.01% New 3,230 $424K
Wesbanco Bank Inc. 0.02% No change 3,222 $423K
Patriot Financial Group Insurance Agency, LLC 0.07% Add +0.5% 3,218 $423K
InterOcean Capital Group, LLC 0.01% Reduce -0.8% 3,210 $422K
Optimum Investment Advisors 0.19% No change 3,200 $420K
Keel Point, LLC 0.04% Reduce -4.3% 3,198 $420K
BTC Capital Management, Inc. 0.04% — 3,180 $418K
Glen Eagle Advisors, LLC 0.08% Reduce -0.3% 3,166 $416K
Pallas Capital Advisors LLC 0.02% Add +7.4% 3,164 $416K
Alaska Wealth Advisors, LLC 0.06% No change 3,161 $415K
Veracity Capital LLC 0.16% Add +3.8% 3,152 $414K
Courier Capital LLC 0.03% Reduce -1.6% 3,150 $414K
Westshore Wealth, LLC 0.17% Reduce -0.8% 3,149 $414K
IRON Financial LLC 0.23% Add +0.2% 3,147 $413K
Howard Financial Services, LTD. 0.07% Add +0.0% 3,145 $413K
Autumn Glory Partners, LLC 0.20% No change 3,145 $413K
Regal Investment Advisors LLC 0.03% Add +4.6% 3,144 $413K
Perennial Investment Advisors, LLC 0.06% Reduce -18.2% 3,138 $412K
MSH Capital Advisors LLC 0.14% Reduce -0.8% 3,134 $412K
Avior Wealth Management, LLC 0.02% Add +48.4% 3,126 $411K
Hofer & Associates. Inc 0.34% Reduce -1.6% 3,111 $409K
Obermeyer Wealth Partners 0.02% Reduce -3.4% 3,101 $407K
Marble Harbor Investment Counsel, LLC 0.05% No change 3,100 $407K
First Horizon Advisors, Inc. 0.01% Add +84.2% 3,099 $407K
Channel Wealth LLC 0.16% No change 3,082 $405K
Marex Group Ltd 0.01% New 3,067 $403K
Equitable Trust Co. 0.03% Add +10.9% 3,060 $402K
Bogart Wealth, LLC 0.02% Add +1.2% 3,039 $399K
MKT Advisors LLC 0.22% No change 3,145 $397K
Avondale Wealth Management 0.28% Add +7.1% 3,000 $394K
Armstrong, Fleming & Moore, Inc 0.27% No change 3,000 $394K
Trillium Asset Management, LLC 0.01% Reduce -25.1% 3,001 $394K
Legacy Edge Advisors, LLC 0.08% No change 2,996 $394K
Hutchens & Kramer Investment Management Group, LLC 0.23% No change 3,000 $393K
SYSTM Wealth Solutions LLC 0.05% Reduce -4.4% 2,975 $391K
Veltria Advisors Corp. 0.10% New 2,954 $388K
Ingalls & Snyder LLC 0.02% Reduce -0.2% 2,955 $388K
Personal Cfo Solutions, LLC 0.06% Add +14.7% 2,948 $387K
Wealth Alliance Advisory Group, LLC 0.09% Reduce -3.5% 2,937 $386K
Pacific Global Investment Management Co. 0.07% Reduce -4.6% 2,933 $385K
Great Lakes Advisors, LLC 0.00% Reduce -9.6% 2,926 $384K
Harbour Capital Advisors, LLC 0.09% No change 3,025 $382K
WoodTrust Financial Corp 0.06% Add +0.3% 2,909 $382K
Redwood Wealth Management Group, LLC 0.40% Reduce -1.0% 2,905 $382K
Sterneck Capital Management, LLC 0.23% No change 2,900 $381K
Affinity Capital Advisors, LLC 0.08% No change 2,900 $381K
Verum Partners LLC 0.14% Add +0.2% 2,897 $381K
Independence Bank of Kentucky 0.11% Add +281.3% 2,894 $380K
Silvia McColl Wealth Management, LLC 0.33% No change 3,009 $379K
Opal Wealth Advisors, LLC 0.13% Reduce -3.5% 2,884 $379K
Schrum Private Wealth Management LLC 0.34% New 2,878 $378K
RB Capital Management, LLC 0.11% Add +4.4% 2,873 $377K
Larson Financial Group LLC 0.03% Reduce -29.9% 2,862 $376K
GSG Advisors LLC 0.14% Add +1.3% 2,966 $375K
Arthur M. Cohen & Associates, LLC 0.08% Add +3.6% 2,845 $374K
IFP Advisors, Inc 0.02% Reduce -8.8% 2,833 $372K
Southeast Asset Advisors, LLC 0.04% No change 2,830 $372K
Stonehage Fleming Financial Services Holdings Ltd 0.02% Add +20.3% 4,327 $371K
Am Investment Strategies LLC 0.09% Add +0.1% 2,826 $371K
Kennedy Investment Group, Inc. 0.20% Reduce -0.3% 2,817 $370K
Foster Victor Wealth Advisors, LLC 0.03% Add +0.0% 2,915 $370K
Anchor Investment Management, LLC 0.04% Reduce -3.5% 2,795 $367K
BOS Asset Management, LLC 0.19% Reduce -34.5% 2,789 $366K
Brogan Financial, Inc. 0.24% Add +0.6% 2,787 $366K
Hudock, Inc. 0.08% Reduce -84.6% 2,773 $364K
Northside Capital Management, LLC 0.06% Reduce -14.7% 2,752 $362K
Emprise Bank 0.24% — 2,750 $361K
Ridgecrest Wealth Partners, LLC 0.22% Reduce -1.1% 2,750 $361K
Boston Family Office LLC 0.03% No change 2,732 $359K
Pegasus Partners Ltd. 0.04% No change 2,731 $359K
Kolinsky Wealth Management, LLC 0.27% Add +50.7% 2,722 $358K
First County Bank 0.17% Reduce -4.1% 2,710 $356K
Triumph Capital Management 0.14% No change 2,715 $356K
Tradewinds, LLC. 0.17% — 2,707 $356K
Relyea Zuckerberg Hanson LLC 0.06% Reduce -6.5% 2,701 $355K
Fidelis Capital Partners, LLC 0.05% New 2,700 $355K
Spirepoint Private Client, LLC 0.05% — 2,689 $353K
Imprint Wealth LLC 0.09% New 2,693 $353K
Concourse Financial Group Securities, Inc. 0.02% Reduce -27.6% 2,676 $352K
Nicholas Hoffman & Company, LLC. 0.02% Add +12.4% 2,661 $350K
Allstate Corp. 0.02% Reduce -0.5% 2,660 $349K
Earned Wealth Advisors, LLC 0.13% Add +2.4% 2,659 $349K
Peak Financial Management, Inc. 0.11% Add +23.9% 2,655 $349K
Aspiriant, LLC 0.01% New 2,653 $349K
Vise Technologies, Inc. 0.07% Add +11.0% 2,653 $349K
Evermay Wealth Management LLC 0.05% Add +0.7% 2,650 $348K
Conning Inc. 0.01% Reduce -4.7% 2,645 $347K
Knightsbridge Asset Management, LLC 0.10% No change 2,654 $347K
SOA Wealth Advisors, LLC. 0.07% Add +0.1% 2,641 $347K
Delta Financial Group, Inc. 0.10% Reduce -0.8% 2,633 $346K
Rise Advisors, LLC 0.18% Add +11.2% 2,631 $346K
Balboa Wealth Partners 0.11% New 2,624 $345K
Signal Advisors Wealth, LLC 0.09% Add +2.7% 2,619 $344K
Patten & Patten Inc. 0.02% No change 2,609 $343K
Essex LLC 0.08% No change 2,606 $342K
Creekmur Asset Management LLC 0.12% No change 2,601 $342K
Aft, Forsyth & Sober, LLC 0.12% Add +138.5% 6,200 $342K
Cipher Capital LP 0.16% New 2,595 $341K
Marino, Stram & Associates LLC 0.08% Add +0.1% 2,594 $341K
Capital Advisors, Ltd. LLC 0.04% Add +3.3% 2,583 $339K
CI Investments Inc. 0.00% Add +31.4% 2,575 $338K
Investmark Advisory Group LLC 0.18% Add +0.3% 2,564 $337K
Trivium Point Advisory, LLC 0.07% Reduce -9.1% 2,560 $336K
Mfa Wealth Advisors, LLC 0.09% Reduce -0.5% 2,555 $336K
CRA Financial Services, LLC 0.07% No change 2,543 $334K
Journey Strategic Wealth LLC 0.01% New 2,537 $333K
SC&H Financial Advisors, Inc. 0.09% No change 2,532 $333K
Selective Wealth Management, Inc. 0.14% No change 2,614 $330K
Millennium Capital Advisors, LLC 0.23% Add +16.3% 2,500 $328K
Foguth Wealth Management, LLC. 0.18% — 2,500 $328K
Wealth Alliance, LLC 0.04% Reduce -0.8% 2,487 $327K
United Advisor Group, LLC 0.12% New 2,482 $326K
Cynosure Group, LLC 0.06% New 2,479 $326K
Lantz Financial LLC 0.10% Add +0.9% 2,472 $325K
Bar Harbor Wealth Management 0.02% Reduce -10.4% 2,469 $324K
Port Capital LLC 0.02% Reduce -0.9% 2,467 $324K
CenterStar Asset Management, LLC 0.67% New 2,463 $324K
L2 Asset Management, LLC 0.11% Add +6.7% 2,446 $321K
CFM Wealth Partners LLC 0.06% Add +0.1% 2,434 $320K
CX Institutional 0.02% Add +29.8% 2,428 $319K
Norden Group LLC 0.06% Add +44.2% 2,427 $319K
Tandem Wealth Advisors LLC 0.18% No change 2,426 $319K
Reik & Co., LLC 0.08% No change 2,425 $319K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -4.0% 2,418 $318K
Versant Capital Management, Inc 0.09% No change 2,411 $317K
Gagnon Securities LLC 0.07% Add +11.9% 2,411 $317K
Venturi Wealth Management, LLC 0.02% Reduce -7.1% 2,406 $316K
Capital Asset Advisory Services LLC 0.02% Reduce -5.7% 2,461 $314K
Aprio Wealth Management, LLC 0.06% Reduce -2.0% 2,387 $314K
Altfest L J & Co. Inc. 0.04% No change 2,386 $313K
Mitchell McLeod Pugh & Williams Inc. 0.08% No change 2,380 $313K
Israel Discount Bank of New York 0.39% Reduce -39.6% 2,368 $311K
JNBA Financial Advisors 0.03% Reduce -0.4% 2,359 $310K
Maltin Wealth Management, Inc. 0.17% Add +0.2% 2,356 $310K
Asahi Life Asset Management Co., LTD. 0.19% Reduce -39.1% 2,350 $309K
Rosenbaum Jay D. 1.79% No change 2,348 $308K
GeoWealth Management, LLC 0.01% New 2,325 $305K
YHB Investment Advisors, Inc. 0.03% Reduce -3.7% 2,320 $305K
Eagle Strategies LLC 0.07% New 2,317 $304K
VeraBank, N.A. 0.09% New 2,314 $304K
Bristlecone Advisors, LLC 0.03% No change 2,310 $303K
Seven Mile Advisory 0.23% Reduce -0.0% 2,302 $302K
Nilsine Partners, LLC 0.04% Reduce -5.1% 2,302 $302K
Vista Capital Partners, Inc. 0.04% No change 2,278 $299K
Renasant Bank 0.21% Reduce -4.4% 2,277 $299K
Carl P. Sherr & Co., LLC 0.17% No change 2,250 $296K
Smart Portfolios, LLC 0.31% No change 2,245 $295K
Kellett Wealth Advisors, LLC 0.20% Reduce -11.9% 2,242 $295K
Legacy Private Trust Co. 0.02% No change 2,230 $293K
Gray Wealth Management Inc. 0.13% No change 2,222 $292K
FinTrust Capital Advisors, LLC 0.06% Add +13.8% 2,220 $292K
Obsidian Personal Planning Solutions LLC 0.19% No change 2,500 $292K
Concentric Wealth Management, LLC 0.08% No change 2,215 $291K
Clearwater Capital Advisors, LLC 0.03% Add +4.3% 2,210 $290K
Citizens Financial Group Inc. 0.01% New 2,209 $290K
Confluence Wealth Services, Inc. 0.03% Add +5.7% 2,198 $289K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -8.6% 2,190 $288K
Smith Anglin Financial, LLC 0.03% Add +0.3% 2,189 $288K
Lincoln Capital Corp. 0.13% Reduce -40.3% 2,187 $287K
Aire Advisors, LLC 0.06% Add +3.0% 2,167 $285K
Strategic Advocates LLC 0.11% New 2,159 $284K
Truvestments Capital LLC 0.11% Reduce -9.7% 2,154 $283K
BIP Wealth, LLC 0.02% Add +38.4% 2,145 $282K
Grey Ledge Advisors, LLC 0.08% No change 2,135 $280K
Advisory Alpha, LLC 0.01% Add +28.9% 2,126 $279K
Outlook Wealth Advisors, LLC 0.09% Add +0.9% 2,125 $279K
Abbrea Capital, LLC 0.04% No change 2,115 $278K
Signet Financial Management, LLC 0.04% No change 2,108 $277K
Bank Pictet & Cie (Europe) AG 0.01% No change 2,100 $276K
Associated Banc-Corp 0.01% No change 2,095 $275K
Elevation Point Wealth Partners, LLC 0.02% Add +2.0% 2,094 $275K
WMS Partners, LLC 0.02% Reduce -1.1% 2,091 $275K
Dover Advisors, LLC 0.19% Add +1.9% 2,090 $275K
Dupree Financial Group, LLC 0.13% New 2,086 $274K
Romano Brothers and Company 0.04% No change 2,086 $274K
OneAscent Financial Services LLC 0.03% Reduce -3.4% 2,073 $272K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -17.0% 2,064 $271K
Deseret Mutual Benefit Administrators 0.14% Add +10.7% 2,057 $270K
Certified Advisory Corp 0.04% Add +1.2% 2,055 $270K
Roof Eidam Maycock Peralta, LLC 0.07% New 2,055 $270K
Masso Torrence Wealth Management Inc. 0.16% Add +0.4% 2,040 $268K
Wolff Financial Management LLC 0.08% Add +0.1% 2,042 $268K
All Terrain Financial Advisors, LLC 0.12% Add +0.6% 2,040 $268K
Schnieders Capital Management LLC 0.06% Reduce -42.4% 2,038 $268K
Emfo, LLC 0.24% Reduce -27.0% 2,032 $267K
Main Street Group, LTD 0.13% Add +69.4% 2,033 $267K
Traphagen Investment Advisors LLC 0.03% Add +3.1% 2,023 $266K
Astoria Portfolio Advisors LLC. 0.10% Add +1.3% 2,191 $265K
Objective Capital Management, LLC 0.18% Add +1.1% 2,017 $265K
First Trust Investment Solutions L.P. 0.05% New 2,016 $265K
Adero Partners, LLC 0.02% New 2,010 $264K
Essex Bank 0.08% No change 2,013 $264K
Philadelphia Trust Co. 0.02% No change 2,000 $263K
LFA - Lugano Financial Advisors SA 0.19% No change 2,000 $263K
PACK Private Wealth, LLC 0.17% No change 2,000 $263K
Searle & Co. 0.07% No change 2,000 $263K
Navellier & Associates Inc. 0.03% Reduce -20.0% 2,000 $263K
Nadler Financial Group, Inc. 0.03% No change 2,000 $263K
Trustmark Bank Trust Department 0.02% New 2,000 $263K
Sather Financial Group Inc 0.02% No change 2,000 $263K
Voisard Asset Management Group, Inc. 0.15% Reduce -2.4% 1,990 $261K
Blue Investment Partners LLC 0.13% No change 1,967 $258K
PDS Planning, Inc 0.03% Add +15.7% 1,966 $258K
Woodward Diversified Capital, LLC 0.16% Add +0.2% 1,964 $258K
Berger Financial Group, Inc 0.02% Reduce -0.5% 1,963 $258K
Lee Financial Co 0.04% Add +1.2% 1,959 $257K
Legacy Bridge, LLC 0.15% No change 1,955 $257K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +2.0% 1,938 $255K
Main Street Financial Solutions, LLC 0.03% Reduce -3.1% 1,935 $254K
MassMutual Private Wealth & Trust, FSB 0.01% Add +9.9% 1,931 $254K
Symphony Financial, Ltd. Co. 0.06% Add +3.5% 1,929 $253K
W Advisors, LLC 0.17% No change 1,926 $253K
Cadinha & Co. LLC 0.04% No change 1,925 $253K
Donor Advised Charitable Giving, Inc. 0.01% Reduce -19.8% 1,925 $253K
JSF Financial, LLC 0.08% Add +5.4% 1,920 $252K
9258 Wealth Management, LLC 0.04% New 1,917 $252K
Pinnacle Wealth Planning Services, Inc. 0.04% New 1,917 $252K
Saxon Interests, Inc. 0.12% Add +2.5% 1,909 $251K
Alta Advisers Ltd 0.12% No change 1,900 $250K
Eagle Ridge Investment Management 0.02% No change 1,900 $250K
Shufro Rose & Co. LLC 0.02% No change 1,900 $250K
CCG Wealth Management, LLC 0.15% New 1,894 $249K
Titleist Asset Management, LLC 0.04% Reduce -9.1% 1,884 $247K
Blankinship & Foster, LLC 0.06% No change 1,880 $247K
Trust Co. of Vermont 0.01% No change 1,875 $246K
Hoxton Planning & Management, LLC 0.12% Add +7.4% 1,867 $245K
CYBER HORNET ETFs LLC 0.29% Reduce -0.8% 1,865 $244K
Farmers & Merchants Investments Inc. 0.01% No change 1,859 $244K
LVW Advisors, LLC 0.04% Add +10.1% 1,852 $243K
Full Sail Capital, LLC 0.02% Reduce -0.8% 1,850 $243K
Baker Tilly Wealth Management, LLC 0.04% Reduce -0.6% 1,849 $243K
Peddock Capital Advisors, LLC 0.06% Add +2.3% 1,842 $242K
Teamwork Financial Advisors, LLC 0.04% Reduce -14.7% 1,840 $242K
Novare Capital Management LLC 0.02% Add +7.6% 1,840 $242K
Parcion Private Wealth LLC 0.02% New 1,835 $241K
Brown Capital Management LLC 0.00% No change 1,830 $240K
PFG Private Wealth Management, LLC 0.15% Reduce -9.0% 1,825 $240K
Rockland Trust Co. 0.01% No change 1,825 $240K
One Wealth Management Investment & Advisory Services, LLC 0.10% Reduce -9.9% 1,822 $239K
Empower Advisory Group, LLC 0.00% Reduce -12.0% 1,822 $239K
Banque Pictet & Cie SA 0.00% No change 1,820 $239K
McDaniel Terry & Co. 0.02% Add +6.9% 1,818 $239K
GYL Financial Synergies, LLC 0.02% Reduce -9.2% 1,817 $239K
PFG Advisors 0.02% Reduce -13.0% 1,810 $238K
Maven Securities LTD 0.01% New 1,808 $238K
Culbertson A N & Co. Inc. 0.04% No change 1,800 $236K
Quadrant Capital Group LLC 0.02% Add +11.1% 1,798 $236K
Cedar Brook Financial Partners, LLC 0.05% Add +2.6% 1,798 $236K
Parkside Advisors LLC 0.06% No change 1,787 $235K
Cypress Wealth Services, LLC 0.05% Reduce -48.9% 1,784 $234K
Omnia Family Wealth, LLC 0.11% New 1,782 $234K
Summit Global Investments 0.02% Add +0.8% 1,778 $234K
Cidel Asset Management Inc. 0.02% Reduce -4.0% 1,781 $234K
My Legacy Advisors, LLC 0.08% Reduce -2.1% 1,776 $233K
Moss Adams Wealth Advisors LLC 0.04% New 1,773 $233K
Oakworth Capital, Inc. 0.02% No change 1,770 $233K
Builder Investment Group Inc. 0.07% Reduce -10.2% 1,761 $231K
City State Bank 0.10% No change 1,747 $230K
Trust Investment Advisors 0.17% No change 1,750 $230K
Delta Financial Advisors LLC 0.09% No change 1,748 $230K
First Bank & Trust 0.05% Add +7.8% 1,742 $229K
Sachetta, LLC 0.11% No change 1,745 $228K
Connectus Wealth, LLC 0.01% Reduce -90.1% 1,735 $228K
Portside Wealth Group, LLC 0.04% Reduce -14.3% 1,731 $227K
V-Square Quantitative Management LLC 0.03% No change 1,730 $227K
WealthShield Partners, LLC 0.04% Reduce -2.0% 1,730 $227K
Safeguard Investment Advisory Group, LLC 0.08% No change 1,729 $227K
Park Edge Advisors, LLC 0.06% Add +0.1% 1,728 $227K
Doheny Asset Management 0.19% No change 1,725 $227K
Madison Asset Management, LLC 0.00% No change 1,721 $226K
Bouchey Financial Group, Ltd. 0.02% Reduce -8.7% 1,720 $226K
Kapstone Financial Advisors LLC 0.15% No change 1,716 $225K
Jackson Hole Capital Partners, LLC 0.05% No change 1,698 $223K
Barrett & Company, Inc. 0.11% Add +78.5% 1,696 $223K
Guyasuta Investment Advisors Inc. 0.02% No change 1,700 $223K
Perissos Private Wealth Management, LLC 0.20% — 1,689 $222K
RIA Advisory Group LLC 0.09% Add +0.7% 1,681 $221K
Watershed Private Wealth LLC 0.10% No change 1,680 $221K
Legacy Financial Group LLC 0.04% New 1,679 $221K
Sepio Capital, LP 0.02% New 1,675 $220K
Mraz, Amerine & Associates, Inc. 0.04% Reduce -15.2% 1,675 $220K
Mosaic Financial Group, LLC 0.18% — 1,675 $220K
Morningstar Investment Management LLC 0.02% No change 1,672 $220K
Plancorp, LLC 0.01% Add +4.8% 1,673 $220K
GHP Investment Advisors, Inc. 0.01% Add +0.7% 1,668 $219K
Carnegie Investment Counsel 0.01% Reduce -22.4% 1,667 $219K
Integral Investment Advisors, Inc. 0.09% Add +2.3% 1,659 $217K
Regent Peak Wealth Advisors LLC 0.06% Add +2.4% 1,651 $217K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% Reduce -31.9% 1,650 $217K
Allianz SE 0.01% — 1,650 $217K
ZWJ Investment Counsel Inc. 0.01% Reduce -13.2% 1,640 $215K
Mystic Asset Management, Inc. 0.09% New 1,637 $215K
Quotient Wealth Partners, LLC 0.01% New 1,620 $213K
Triad Wealth Partners, LLC 0.16% — 1,606 $211K
Facet Wealth, Inc. 0.01% Reduce -21.7% 1,739 $211K
Aerodigm Wealth, LLC 0.09% New 1,601 $210K
McAdam, LLC 0.01% Reduce -7.7% 1,600 $210K
Braun-Bostich & Associates Inc. 0.18% Reduce -34.9% 1,599 $210K
Chesapeake Wealth Management 0.08% Reduce -7.4% 1,595 $210K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 1,586 $208K
Clarity Capital Partners LLC 0.14% Reduce -11.2% 1,585 $208K
Exchange Traded Concepts, LLC 0.01% Add +579.8% 1,584 $208K
New Potomac Partners, LLC 0.12% No change 1,576 $207K
Bedell Frazier Investment Counselling, LLC 0.05% New 1,575 $207K
Asset Advisors Investment Management, LLC 0.02% No change 1,570 $206K
Charter Oak Capital Management, LLC 0.02% New 1,566 $206K
Princeton Capital Management LLC 0.07% Add +0.3% 1,565 $206K
Birchcreek Wealth Management, LLC 0.11% New 1,551 $204K
Act Wealth Management, LLC 0.10% Reduce -25.5% 1,550 $204K
NWF Advisory Services Inc. 0.03% New 1,549 $204K
Signature Estate & Investment Advisors LLC 0.01% Reduce -3.5% 1,548 $203K
New Century Financial Group, LLC 0.14% Reduce -5.7% 1,536 $202K
Aveo Capital Partners, LLC 0.02% Add +3.0% 1,708 $202K
Wealth Architects, LLC 0.03% No change 1,528 $201K
Gratus Capital, LLC 0.01% New 1,527 $201K
Pathway Financial Advisers, LLC 0.07% Reduce -75.2% 1,523 $200K
Planning Directions Inc. 0.14% New 1,523 $200K
Tompkins Financial Corp. 0.02% No change 1,500 $197K
Grove Bank & Trust 0.03% Reduce -2.7% 1,430 $188K
Kathleen S. Wright Associates Inc. 0.09% No change 1,400 $184K
Riggs Asset Managment Co. Inc. 0.05% Add +0.7% 1,362 $179K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,450 $177K
Horizon Bancorp Inc. 0.08% Add +3.4% 1,315 $173K
HHM Wealth Advisors, LLC 0.03% No change 1,303 $171K
Arlington Trust Co LLC 0.04% Reduce -6.4% 1,301 $171K
Delta Asset Management LLC 0.01% No change 1,280 $168K
Smartleaf Asset Management LLC 0.03% Add +111.3% 1,270 $166K
Icon Wealth Advisors, LLC 0.02% Reduce -38.0% 1,263 $166K
Pingora Partners LLC 0.12% Add +400.0% 1,250 $164K
BNP Paribas 0.01% — 1,240 $163K
Private Ocean, LLC 0.02% No change 1,215 $160K
Centennial Bank 0.08% Reduce -29.1% 1,206 $158K
Monetary Management Group Inc. 0.04% Reduce -83.7% 1,200 $158K
First Personal Financial Services 0.04% No change 1,200 $158K
Hoertkorn Richard Charles 0.07% Reduce -16.1% 1,175 $154K
ANTIPODES PARTNERS Ltd 0.00% New 1,185 $154K
Blue Chip Partners, LLC 0.01% New 1,166 $153K
Gold Investment Management Ltd. 0.06% No change 1,159 $152K
Center for Financial Planning, Inc. 0.02% No change 1,150 $151K
Acadian Asset Management LLC 0.00% Add +232.8% 1,158 $151K
Global Financial Private Client, LLC 0.06% No change 1,142 $150K
Fernwood Investment Management, LLC 0.04% New 1,116 $147K
Capital Analysts, LLC 0.01% No change 1,115 $146K
CVA Family Office, LLC 0.03% Add +0.5% 1,108 $146K
Y.D. More Investments Ltd 0.03% No change 1,080 $142K
Quent Capital, LLC 0.02% Add +223.3% 1,070 $141K
Ritter Daniher Financial Advisory LLC / DE 0.05% Add +0.8% 1,065 $140K
Ostrum Asset Management 0.01% No change 1,063 $140K
Eagle Bay Advisors LLC 0.09% Add +100.8% 1,034 $136K
Stelac Advisory Services LLC 0.06% New 1,022 $134K
Acropolis Investment Management, LLC 0.01% Reduce -14.1% 1,004 $132K
Householder Group Estate & Retirement Specialist, LLC 0.04% No change 1,002 $132K
Islay Capital Management, LLC 0.10% No change 1,000 $131K
Atticus Wealth Management, LLC 0.04% No change 1,000 $131K
Stephens Consulting, LLC 0.04% No change 1,000 $131K
Quintet Private Bank (Europe) S.A. 0.01% Reduce -13.9% 860 $130K
Clear Point Advisors Inc. 0.11% Add +0.7% 988 $130K
McIlrath & Eck, LLC 0.02% No change 957 $126K
Foster Dykema Cabot & Partners, LLC 0.01% No change 951 $125K
Vestor Capital, LLC 0.01% Add +4.8% 943 $124K
Future Financial Wealth Managment LLC 0.09% New 900 $118K
Global Trust Asset Management, LLC 0.05% No change 900 $118K
MCF Advisors LLC 0.01% Reduce -32.1% 882 $116K
Davis Capital Management 0.10% Add +0.2% 875 $115K
Centerpoint Advisors, LLC 0.04% No change 833 $109K
Loomis Sayles & Co. L P 0.00% Add +1.5% 812 $107K
Sound Income Strategies, LLC 0.01% Reduce -34.9% 777 $102K
Pension & Wealth Management Advisors, Inc. 0.07% Reduce -6.2% 776 $102K
Provenance Wealth Advisors, LLC 0.01% No change 764 $100K
Cetera Trust Company, N.A 0.06% No change 750 $99K
Dagco, Inc. 0.04% New 750 $99K
Asset Dedication, LLC 0.01% Reduce -23.4% 755 $98K
City Holding Co. 0.01% No change 712 $94K
Sugarloaf Wealth Management, LLC 0.02% Add +0.7% 709 $93K
Carmichael Hill & Associates, Inc. 0.04% No change 700 $92K
West Paces Advisors Inc. 0.02% Reduce -2.2% 700 $92K
Thompson Investment Management, Inc. 0.01% No change 700 $92K
Wolverine Asset Management LLC 0.01% No change 700 $92K
Tanglewood Legacy Advisors, LLC 0.04% Add +0.7% 677 $89K
Vima LLC 0.10% No change 653 $86K
Clearstead Trust, LLC 0.02% No change 653 $86K
Bank of New Hampshire 0.02% No change 635 $83K
Avalon Trust Co 0.01% No change 633 $83K
MV Capital Management, Inc. 0.01% Add +1.1% 628 $83K
Pinnacle Bancorp, Inc. 0.02% No change 613 $81K
Beacon Capital Management, LLC 0.02% Add +0.8% 608 $80K
Bfsg, LLC 0.01% No change 600 $79K
RFP Financial Group LLC 0.03% Add +4.1% 580 $76K
Blue Trust, Inc. 0.00% Reduce -65.9% 575 $76K
Providence Capital Advisors, LLC 0.02% Add +0.3% 573 $75K
Northwest Capital Management Inc 0.02% No change 568 $75K
Capstone Investment Advisors, LLC 0.00% New 564 $74K
Stone House Investment Management, LLC 0.02% New 561 $74K
Financial Perspectives, Inc 0.03% No change 560 $74K
Hartford Financial Management Inc. 0.02% Add +3.6% 553 $73K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 537 $71K
Tower View Wealth Management LLC 0.04% Add +0.8% 533 $70K
Wolff Wiese Magana LLC 0.06% Reduce -5.4% 521 $68K
SJS Investment Consulting Inc. 0.01% Add +64.1% 512 $67K
First Financial Corp. 0.03% Reduce -40.7% 508 $67K
Plante Moran Financial Advisors, LLC 0.01% Reduce -78.7% 500 $66K
Webster Bank, N. A. 0.01% Reduce -20.1% 496 $65K
LifeSteps Financial, Inc. 0.05% New 487 $64K
Central Pacific Bank - Trust Division 0.01% — 485 $64K
PFS Partners, LLC 0.04% Add +0.4% 464 $61K
Blue Bell Private Wealth Management, LLC 0.01% Add +1.8% 456 $60K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -3.4% 454 $60K
Central Bank & Trust Co. 0.01% No change 454 $60K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 450 $59K
Rosenberg Matthew Hamilton 0.02% Reduce -11.9% 451 $59K
Western Pacific Wealth Management, LP 0.04% No change 438 $58K
Bruce G. Allen Investments, LLC 0.05% Add +71.3% 435 $57K
Vermillion & White Wealth Management Group, LLC 0.05% No change 432 $57K
Tortoise Investment Management, LLC 0.01% Reduce -10.9% 424 $56K
Oliver Lagore Vanvalin Investment Group 0.02% Reduce -16.0% 420 $55K
Trifecta Capital Advisors, LLC 0.01% New 392 $51K
Ruedi Wealth Management, Inc. 0.02% No change 375 $49K
FSA Wealth Management LLC 0.02% Add +0.5% 373 $49K
ICA Group Wealth Management, LLC 0.01% No change 368 $48K
Riverview Trust Co 0.04% New 367 $48K
Beaird Harris Wealth Management, LLC 0.00% No change 363 $48K
BOK Financial Private Wealth, Inc. 0.00% Add +0.6% 357 $47K
WR Wealth Planners, LLC 0.01% New 355 $47K
AllSquare Wealth Management LLC 0.03% No change 346 $45K
Hantz Financial Services, Inc. 0.00% Reduce -2.0% 343 $45K
True Wealth Design, LLC 0.01% No change 338 $44K
DHJJ Financial Advisors, Ltd. 0.02% No change 312 $41K
Janiczek Wealth Management, LLC 0.01% No change 305 $40K
Addison Advisors LLC 0.01% Add +328.2% 304 $40K
Citizens National Bank Trust Department 0.01% No change 300 $39K
Arrow Financial Corp 0.00% No change 300 $39K
Plato Investment Management Ltd 0.00% Reduce -2.4% 291 $38K
WFA Asset Management Corp 0.02% Add +1.1% 290 $38K
Tsfg, LLC 0.01% Reduce -48.5% 284 $37K
Salomon & Ludwin, LLC 0.00% No change 280 $37K
Core Wealth Advisors, Inc. 0.01% No change 265 $35K
Covestor Ltd 0.02% Reduce -0.4% 250 $33K
Chesapeake Asset Management LLC 0.03% No change 250 $33K
Scarborough Advisors, LLC 0.01% No change 246 $32K
Castleview Partners, LLC 0.02% No change 237 $31K
Creative Financial Designs Inc. 0.00% Add +0.4% 234 $31K
Clean Yield Group 0.01% No change 234 $31K
Planning Capital Management Corp 0.02% Add +131.0% 231 $30K
Advantage Trust Co 0.02% No change 230 $30K
Zions Bancorporation, N.A. 0.00% Reduce -4.2% 230 $30K
GW&K Investment Management, LLC 0.00% Add +3.2% 228 $30K
Nemes Rush Group LLC 0.00% No change 223 $29K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 222 $29K
Pin Oak Investment Advisors Inc. 0.03% Reduce -31.6% 217 $29K
TD Capital Management LLC 0.00% No change 213 $28K
Knott David M Jr 0.01% No change 210 $28K
Trust Co 0.00% No change 210 $28K
Mine & Arao Wealth Creation & Management, LLC. 0.01% No change 207 $27K
Kelly Financial Services LLC 0.01% No change 207 $27K
Raleigh Capital Management Inc. 0.01% Add +173.3% 205 $27K
Chilton Capital Management LLC 0.00% New 199 $26K
Bell Investment Advisors, Inc 0.01% Add +2.1% 198 $26K
TFC Financial Management, Inc. 0.00% Reduce -20.2% 194 $25K
Family CFO Inc 0.01% Reduce -35.2% 184 $24K
Hazlett, Burt & Watson, Inc. 0.01% Add +821.0% 175 $23K
Redmont Wealth Advisors LLC 0.03% New 173 $23K
Belmont Capital, LLC 0.01% Add +0.6% 171 $22K
Meeder Asset Management Inc. 0.00% New 170 $22K
CGC Financial Services, LLC 0.01% New 162 $21K
Abound Wealth Management 0.01% Add +27.4% 158 $21K
Halpern Financial, Inc. 0.01% No change 152 $19K
Park Place Capital Corp 0.01% Reduce -70.3% 146 $19K
Prestige Wealth Management Group LLC 0.00% Reduce -93.8% 142 $19K
Steph & Co. 0.01% New 140 $18K
Valued Wealth Advisors LLC 0.01% Add +0.8% 127 $17K
Guardian Wealth Management, Inc. 0.01% Add +0.8% 126 $17K
Indiana Trust & Investment Management Co 0.01% New 125 $16K
Tucker Asset Management LLC 0.00% Add +156.3% 123 $16K
DiNuzzo Private Wealth, Inc. 0.00% No change 120 $16K
Goodman Advisory Group, LLC 0.01% No change 120 $16K
Raffa Wealth Management, LLC 0.00% No change 119 $16K
Concord Wealth Partners 0.00% No change 119 $16K
Toth Financial Advisory Corp. 0.00% New 110 $14K
NCP Inc. 0.01% — 110 $14K
Jackson, Grant Investment Advisers, Inc. 0.01% Add +0.9% 109 $14K
Bradley & Co. Private Wealth Management, LLC 0.01% Reduce -13.0% 100 $13K
Tidemark, LLC 0.01% No change 100 $13K
Caldwell Sutter Capital, Inc. 0.01% No change 100 $13K
PSI Advisors, LLC 0.00% No change 100 $13K
Hoey Investments, Inc. 0.00% No change 100 $13K
Atwood & Palmer Inc. 0.00% No change 100 $13K
Winch Advisory Services, LLC 0.00% No change 92 $12K
Evolution Advisers, Inc. 0.01% Reduce -15.0% 85 $12K
American National Bank & Trust 0.00% Reduce -12.1% 73 $10K
Mascoma Wealth Management LLC 0.00% No change 66 $9K
Wetzel Investment Advisors, Inc. 0.01% No change 71 $9K
Wiser Advisor Group LLC 0.01% No change 61 $8K
Avion Wealth 0.00% Reduce -7.8% 47 $7K
Penserra Capital Management LLC 0.00% Reduce -98.3% 60 $7K
Investors Research Corp 0.00% No change 50 $7K
Credential Qtrade Securities Inc. 0.00% No change 50 $7K
Syntax Research, Inc. 0.00% Add +2.4% 43 $6K
University of Texas/Texas Am Investment Management Co. 0.00% Reduce -50.0% 40 $5K
Archer Investment Corp 0.00% Add +50.0% 36 $5K
PayPay Securities Corp 0.22% Reduce -5.6% 34 $4K
CNB Bank 0.00% Add +43.5% 33 $4K
RE Dickinson Investment Advisors, LLC 0.00% No change 33 $4K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% Reduce -70.9% 34 $4K
Pacific Center for Financial Services 0.00% New 29 $4K
Cornerstone Planning Group LLC 0.00% Add +68.4% 32 $4K
Activest Wealth Management 0.00% No change 28 $4K
MeadowBrook Investment Advisors LLC 0.00% No change 28 $4K
Contravisory Investment Management, Inc. 0.00% No change 24 $3K
HBC Financial Services, PLLC 0.00% Reduce -40.0% 30 $3K
Financial Management Professionals, Inc. 0.00% No change 20 $3K
HighMark Wealth Management LLC 0.00% Add +175.0% 22 $3K
Frazier Financial Advisors, LLC 0.00% Add +233.3% 20 $3K
Granite FO LLC 0.00% New 18 $3K
Private Wealth Management Group, LLC 0.00% No change 18 $2K
Cape Investment Advisory, Inc. 0.00% New 16 $2K
Semmax Financial Advisors Inc. 0.00% No change 13 $2K
Palisade Asset Management, LLC 0.00% New 12 $2K
Rakuten Securities, Inc. 0.00% Reduce -57.1% 12 $2K
ORG Partners LLC 0.00% Reduce -99.2% 11 $1K
AlphaQuest LLC 0.00% New 10 $1K
Nvwm, LLC 0.00% New 9 $1K
Financial Gravity Asset Management, Inc. 0.00% Reduce -95.0% 8 $1K
Anfield Capital Management, LLC 0.00% New 7 $920
Laurel Wealth Advisors LLC 0.00% No change 7 $920
Sanctuary Wealth Management, L.L.C. 0.00% Reduce -95.2% 5 $657
WestEnd Advisors, LLC 0.00% New 3 $394
State of Wyoming 0.00% New 2 $263
Summit Securities Group LLC 0.00% Reduce -99.9% 2 $0

"% of holder's portfolio" is BX's weight in each manager's 13F, not the share of Blackstone Inc. the manager owns.