BlackstoneBX

13F holders, Q2 2024 (June 30)
1,861holders +14
116new positions
108sold out
10famous investors
$123.75avg. 13F price*

At the end of Q2 2024, 1,861 institutions reported holding Blackstone Inc. (BX) in their 13F filings, up 14 from Q1 2024. 116 opened new positions and 108 sold out. The largest holders were Vanguard Group Inc. ($8.1B), BlackRock Inc. ($5.9B) and Capital World Investors ($4.6B). 10 famous investors held it, including Tom Gayner (1.5% of Markel Group's portfolio), Ron Baron (0.2% 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 → Q2 2024

InstitutionsTotal Value
New Positions116$198.6M
Exits108$341.3M

All 13F filers, Q1 2024 → Q2 2024: 18,655,252 shares bought and 15,615,106 shares sold, net +3,040,146 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,861 holders

Vanguard Group Inc. 0.15% Add +1.4% 65,141,098 $8.1B
BlackRock Inc. 0.13% Add +1.5% 47,262,548 $5.9B
Capital World Investors 0.75% Add +2.4% 37,154,680 $4.6B
State Street Corp. 0.16% Add +3.8% 29,671,675 $3.7B
Morgan Stanley 0.24% Reduce -3.2% 24,850,856 $3.1B
Capital International Investors 0.41% Reduce -1.6% 16,264,837 $2.0B
JPMorgan Chase & Co. 0.16% Add +10.8% 15,309,206 $1.9B
Geode Capital Management, LLC 0.16% Add +2.1% 14,560,105 $1.8B
Edgewood Management LLC 3.97% Reduce -2.0% 11,822,378 $1.5B
Bank of America Corp. 0.13% Add +1.7% 11,120,549 $1.4B
Royal Bank of Canada 0.24% Reduce -13.3% 8,161,424 $1.0B
Aristotle Capital Management, LLC 1.81% Reduce -10.9% 7,543,706 $933.9M
Northern Trust Corp. 0.13% Add +0.5% 6,383,037 $790.2M
Norges Bank 0.11% Add +26.3% 5,921,779 $733.1M
UBS Group AG 0.22% Reduce -0.3% 5,845,522 $723.7M
Brown Advisory Inc. 0.85% Reduce -9.7% 5,253,218 $650.3M
CIBC Private Wealth Group LLC 1.22% Reduce -1.0% 5,374,962 $649.1M
Wells Fargo & Company 0.17% Add +2.2% 5,207,647 $644.7M
Legal & General Group Plc 0.18% Reduce -1.2% 5,045,153 $624.6M
Goldman Sachs Group Inc. 0.12% Reduce -1.2% 5,039,167 $623.8M
Janus Henderson Group PLC 0.31% Reduce -0.3% 4,656,129 $576.4M
Bank of New York Mellon Corp 0.11% Reduce -2.0% 4,530,339 $560.9M
Invesco Ltd. 0.11% Add +0.0% 4,037,031 $499.8M
Neuberger Berman Group LLC 0.40% Reduce -5.3% 3,896,170 $482.3M
Charles Schwab Investment Management Inc. 0.09% Add +1.9% 3,869,672 $479.1M
Bessemer Group Inc. 0.75% Reduce -1.1% 3,422,120 $423.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Add +29.8% 3,314,542 $410.3M
Ameriprise Financial Inc. 0.10% Reduce -2.3% 2,925,360 $362.2M
Beck Mack & Oliver LLC 6.05% Reduce -1.3% 2,358,128 $291.9M
Lazard Asset Management LLC 0.39% Add +24.6% 2,345,996 $290.4M
HSBC Holdings PLC 0.17% Add +43.9% 2,178,005 $269.9M
Barclays PLC 0.12% Add +1.8% 2,144,033 $265.4M
FMR LLC 0.02% Add +2.9% 2,030,606 $251.4M
Nuveen Asset Management, LLC 0.07% Reduce -4.1% 1,961,906 $242.9M
Sumitomo Mitsui Trust Group, Inc. 0.14% Reduce -7.7% 1,567,253 $194.0M
T. Rowe Price Associates Inc. 0.02% Add +16.3% 1,564,572 $193.7M
Evercore Wealth Management, LLC 3.04% Reduce -1.8% 1,562,173 $193.4M
HighTower Advisors, LLC 0.29% Add +1.0% 1,538,158 $190.4M
Darlington Partners Capital Management, LP 8.90% Add +9.6% 1,462,700 $181.1M
Cryder Capital Partners LLP 11.21% Reduce -31.3% 1,445,835 $179.0M
Manufacturers Life Insurance Company, The 0.16% Add +213.5% 1,375,969 $170.3M
Raymond James & Associates 0.11% Reduce -6.1% 1,347,270 $166.8M
Rhumbline Advisers 0.15% Reduce -0.0% 1,322,369 $163.7M
Franklin Resources Inc. 0.05% Reduce -0.1% 1,318,135 $163.2M
Blair William & Co. 0.50% Add +14.4% 1,296,649 $160.5M
Deutsche Bank AG 0.07% Add +18.3% 1,284,167 $159.0M
Heard Capital LLC 9.49% Add +5.8% 1,257,085 $155.6M
Dimensional Fund Advisors LP 0.04% Add +12.8% 1,254,342 $155.3M
National Philanthropic Trust 2.95% Reduce -4.2% 1,250,263 $154.8M
Markel Group 1.50% No change 1,229,000 $152.2M
National Pension Service 0.17% Add +2.6% 1,207,374 $149.5M
Axiom Investors LLC 1.25% Reduce -30.6% 1,162,556 $143.9M
California State Teachers Retirement System 0.17% Add +0.1% 1,152,022 $142.6M
Ensign Peak Advisors, Inc 0.26% Reduce -1.3% 1,145,574 $141.8M
PNC Financial Services Group, Inc. 0.09% Reduce -1.9% 1,133,183 $140.3M
Bank of Montreal 0.04% Add +8.7% 1,102,321 $137.3M
Mackenzie Financial Corp. 0.20% Add +468.4% 1,107,547 $137.1M
Fayez Sarofim & Co 0.37% Add +41.9% 1,093,956 $135.4M
Citadel Advisors 0.14% Add +290.4% 1,086,781 $134.5M
Jane Street Group, LLC 0.14% Reduce -24.4% 1,070,221 $132.5M
SurgoCap Partners LP 7.48% No change 1,032,660 $127.8M
Amundi 0.05% Add +11.8% 1,013,769 $125.1M
John & Kathleen Schreiber Foundation 91.55% Reduce -14.5% 962,776 $119.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.14% Add +10.2% 946,218 $117.1M
Stifel Financial Corp. 0.13% Add +0.2% 938,776 $116.2M
New York State Common Retirement Fund 0.15% Reduce -1.1% 924,282 $114.4M
LPL Financial LLC 0.06% Add +2.5% 902,958 $111.8M
Principal Financial Group Inc. 0.06% Add +0.2% 857,801 $106.2M
First Financial Bankshares Inc 2.29% Add +0.7% 807,726 $100.0M
Fort Pitt Capital Group, LLC 3.00% Add +5.9% 797,983 $98.8M
Douglas Lane & Associates, LLC 1.39% Reduce -2.9% 788,871 $97.7M
Advisors Capital Management, LLC 1.66% Add +2.9% 768,192 $95.1M
Temasek Holdings (Private) Ltd 0.43% No change 753,130 $93.2M
Alliancebernstein L.P. 0.03% Reduce -1.2% 740,507 $91.7M
State Board of Administration of Florida Retirement System 0.18% Reduce -6.2% 730,517 $90.4M
Fairview Capital Investment Management, LLC 5.05% Reduce -0.8% 725,856 $89.9M
Macquarie Group Ltd. 0.10% Reduce -7.3% 725,206 $89.8M
Commonwealth Equity Services, LLC 0.14% Add +0.2% 714,956 $88.5M
Baron Capital (BAMCO) 0.24% Reduce -13.5% 690,478 $85.5M
Rockefeller Capital Management L.P. 0.24% Add +1.1% 679,422 $84.1M
Envestnet Asset Management Inc. 0.03% Reduce -4.7% 665,700 $82.4M
Adage Capital Partners Gp, L.L.C. 0.15% Reduce -5.5% 655,500 $81.2M
NewEdge Wealth, LLC 1.74% Add +4.0% 648,274 $80.3M
Janney Montgomery Scott LLC 0.24% Reduce -0.5% 642,576 $79.6M
Citigroup Inc. 0.08% Add +30.6% 630,578 $78.1M
Clearbridge Investments, LLC 0.06% Reduce -1.3% 628,845 $77.9M
New York State Teachers Retirement System 0.16% Reduce -0.7% 622,553 $77.1M
Crestwood Advisors Group, LLC 1.54% Add +0.2% 602,092 $74.5M
National Bank of Canada 0.11% Add +8.8% 602,755 $73.6M
Argent Capital Management LLC 2.13% Reduce -0.9% 584,678 $72.4M
CANADA LIFE ASSURANCE Co 0.13% Add +7.6% 556,045 $68.9M
Williams Jones Wealth Management, LLC. 0.85% Reduce -1.4% 551,539 $68.3M
Sei Investments Co. 0.10% Reduce -0.3% 548,627 $67.9M
Sanders Morris Harris LLC 10.88% Add +2.0% 534,826 $66.2M
Barr E S & Co. 4.34% Reduce -1.3% 534,172 $66.1M
Compagnie Lombard Odier SCmA 1.07% Reduce -7.4% 513,068 $63.5M
Millennium Management 0.05% Reduce -41.1% 504,170 $62.4M
Jennison Associates LLC 0.04% Add +5.4% 493,996 $61.2M
Fishman Jay A Ltd. 6.01% Reduce -1.8% 460,647 $57.0M
Bowen Hanes & Co. Inc. 1.49% Reduce -1.5% 435,771 $53.9M
CapitalatWork S.A. 1.81% Reduce -2.1% 433,038 $53.6M
Wealth Enhancement Advisory Services, LLC 0.13% Add +1.8% 431,784 $53.5M
Raymond James Financial Services Advisors, Inc. 0.08% Reduce -1.8% 428,161 $53.0M
Prudential Financial Inc. 0.08% Reduce -11.8% 425,001 $52.6M
Aberdeen Group plc 0.10% Reduce -11.7% 414,603 $51.3M
State of Wisconsin Investment Board 0.13% Reduce -0.0% 402,536 $49.8M
Healthcare of Ontario Pension Plan Trust Fund 0.15% Add +7917.6% 400,000 $49.5M
Chevy Chase Trust Holdings, LLC 0.15% Reduce -2.3% 392,473 $48.6M
Nomura Asset Management Co. Ltd. 0.16% Reduce -13.1% 382,246 $47.2M
Cerity Partners LLC 0.13% Add +2.1% 379,540 $47.0M
Mariner, LLC 0.09% Add +25.4% 372,961 $46.2M
Osaic Holdings, Inc. 0.11% Reduce -17.0% 371,919 $46.1M
Aureus Asset Management, LLC 3.20% Reduce -12.8% 370,073 $45.8M
Corient Private Wealth LP 0.08% Reduce -1.4% 356,299 $44.1M
Swiss Life Asset Management Ltd 0.52% Add +1.4% 354,686 $43.9M
Toronto Dominion Bank 0.07% Reduce -15.2% 352,259 $43.6M
Walnut Private Equity Partners, LLC 27.43% Reduce -1.3% 349,021 $43.2M
Korea Investment CORP 0.11% Add +5.3% 348,493 $43.1M
Capital Advisors Inc. 0.88% Add +2.4% 343,093 $42.5M
Public Employees Retirement System of Ohio 0.16% Reduce -5.8% 338,743 $41.9M
Kimelman & Baird, LLC 3.38% — 330,801 $41.0M
Mitsubishi UFJ Trust & Banking Corp 0.10% Reduce -7.6% 328,575 $40.7M
Randolph Co Inc 4.85% No change 319,636 $39.6M
Sanctuary Advisors, LLC 0.29% — 322,323 $39.5M
Stephens Inc. 0.59% Add +3.3% 314,470 $38.9M
Whittier Trust Co. 0.55% Add +2.9% 313,191 $38.8M
Treasurer of the State of North Carolina 0.16% Reduce -2.7% 310,535 $38.4M
Pictet Asset Management Holding SA 0.04% Add +0.3% 307,336 $38.0M
Artemis Investment Management LLP 0.51% Reduce -1.1% 303,749 $37.6M
Howard Capital Management Group, LLC 2.75% Reduce -0.4% 301,110 $37.3M
Royal London Asset Management Ltd. 0.09% Add +1.5% 298,505 $37.0M
Partners Group Holding AG 2.73% Add +28.8% 293,142 $36.3M
Cetera Investment Advisers 0.08% Reduce -8.1% 293,136 $36.3M
Asset Management One Co., Ltd. 0.14% Reduce -1.4% 287,317 $35.6M
Cambridge Investment Research Advisors, Inc. 0.13% Reduce -2.1% 282,795 $35.0M
M&T Bank Corp 0.12% Add +83.7% 280,342 $34.7M
Welch Capital Partners LLC 8.11% Reduce -0.1% 276,529 $34.2M
Moody LYNN Lieberson & Walker, LLC 2.22% Add +0.6% 274,481 $34.0M
Cibc World Market Inc. 0.08% Add +57.0% 267,421 $33.1M
Adell Harriman & Carpenter Inc. 2.55% Reduce -3.3% 267,032 $33.1M
TD Asset Management Inc 0.03% Add +2.6% 263,620 $32.6M
State of New Jersey Common Pension Fund D 0.14% Reduce -34.6% 263,127 $32.6M
State of Tennessee, Department of Treasury 0.12% Reduce -1.2% 262,642 $32.5M
Lido Advisors, LLC 0.27% Add +14.4% 259,065 $32.1M
DNB Asset Management AS 0.15% Add +3.6% 255,204 $31.6M
Rafferty Asset Management, LLC 0.12% Reduce -0.8% 254,633 $31.5M
Victory Capital Management Inc. 0.03% Add +8.8% 250,163 $31.0M
Silvercrest Asset Management Group LLC 0.21% Reduce -0.0% 245,171 $30.4M
Prospera Financial Services Inc 0.84% Add +3.7% 244,822 $30.3M
Baldwin Wealth Partners LLC 2.35% Reduce -8.2% 243,472 $30.1M
Storebrand Asset Management As 0.10% Reduce -1.1% 241,114 $29.8M
Voya Investment Management LLC 0.03% Reduce -2.2% 235,656 $29.2M
LGT Capital Partners LTD. 0.98% No change 232,000 $28.7M
Ieq Capital, LLC 0.38% Add +65.2% 229,888 $28.5M
Creative Planning 0.03% Add +1.4% 228,268 $28.3M
Comerica Bank 0.12% Add +2.9% 226,178 $28.0M
Danske Bank A/S 0.10% Reduce -8.4% 226,032 $28.0M
Aviva PLC 0.08% Add +21.8% 224,983 $27.9M
MetLife Investment Management, LLC 0.16% Add +13.1% 223,675 $27.7M
Northeast Investment Management 1.29% Add +0.6% 222,117 $27.5M
Private Advisor Group, LLC 0.18% Add +2.3% 220,800 $27.3M
Handelsbanken Fonder AB 0.12% Reduce -9.3% 220,028 $27.2M
Resona Asset Management Co.,Ltd. 0.16% Reduce -5.2% 218,878 $27.1M
Truist Financial Corp. 0.04% Reduce -0.1% 212,929 $26.4M
Capital International, Inc. 0.35% Add +13.1% 212,005 $26.2M
Caisse de depot et placement du Quebec 0.06% Add +68.7% 210,000 $26.0M
Arizona State Retirement System 0.17% Add +1.6% 207,179 $25.6M
Rothschild Investment LLC 1.76% Add +0.5% 204,527 $25.3M
Chicago Partners Investment Group LLC 0.98% Add +1.3% 178,999 $25.3M
Natixis Advisors, LLC 0.05% Add +15.1% 203,875 $25.2M
Moran Wealth Management, LLC 0.83% Reduce -1.0% 203,423 $25.2M
Destination Wealth Management 0.83% Reduce -1.8% 203,209 $25.2M
Russell Investments Group, Ltd. 0.04% Reduce -7.2% 202,963 $25.1M
Bahl & Gaynor LLC 0.14% Reduce -0.1% 202,629 $25.1M
Susquehanna International Group, LLP 0.04% Reduce -39.2% 202,624 $25.1M
Skandinaviska Enskilda Banken AB (publ) 0.12% Add +2.1% 200,265 $24.8M
Fidelity National Financial, Inc. 0.42% No change 200,000 $24.8M
STRS Ohio 0.10% Reduce -6.7% 199,005 $24.6M
Varma Mutual Pension Insurance Co 0.20% Add +12.1% 197,300 $24.4M
Pinebridge Investments, L.P. 0.20% Reduce -16.3% 197,061 $24.4M
Corebridge Financial, Inc. 0.13% — 197,061 $24.4M
Baltimore-Washington Financial Advisors, Inc. 1.43% Add +3.6% 195,958 $24.3M
State of Michigan Retirement System 0.12% Reduce -0.7% 195,700 $24.2M
Kestra Advisory Services, LLC 0.14% Add +24.2% 195,388 $24.2M
Country Trust Bank 0.61% New 195,300 $24.2M
Wellington Management Group LLP 0.00% Add +8.4% 190,439 $23.6M
Archon Partners LLC 3.02% No change 190,000 $23.5M
Pinnacle Associates Ltd. 0.37% Reduce -0.9% 189,502 $23.5M
Leavell Investment Management, Inc. 1.29% Reduce -4.0% 188,714 $23.4M
KCM Investment Advisors LLC 0.84% Add +15.5% 187,152 $23.2M
Neville Rodie & Shaw Inc. 1.75% Reduce -1.9% 186,748 $23.1M
D.A. Davidson & Co. 0.20% Add +0.5% 185,812 $23.0M
DekaBank Deutsche Girozentrale 0.04% Add +7.0% 182,722 $22.7M
USS Investment Management Ltd 0.18% Reduce -2.7% 180,105 $22.3M
Quadrature Capital Ltd 0.37% New 180,082 $22.3M
North Star Investment Management Corp. 1.63% Reduce -0.4% 179,870 $22.3M
Guggenheim Capital LLC 0.16% Add +0.3% 179,466 $22.2M
Choreo, LLC 0.37% Add +1583.7% 180,628 $22.2M
J. L. Bainbridge & Co., Inc. 2.21% Add +11.9% 178,531 $22.1M
Baird Financial Group, Inc. 0.05% Add +0.3% 176,384 $21.8M
D. E. Shaw & Co. 0.03% Add +291.8% 174,931 $21.7M
Gabelli Funds LLC 0.17% Reduce -0.4% 174,650 $21.6M
TD Waterhouse Canada Inc. 0.19% Add +17.1% 173,166 $21.2M
Highlander Partners, L.P. 13.55% No change 164,000 $20.4M
CIBC Asset Management Inc 0.07% Reduce -3.4% 163,362 $20.2M
Xponance LLC 0.21% Add +0.2% 162,938 $20.2M
MML Investors Services, LLC 0.08% Add +0.2% 161,906 $20.0M
SpiderRock Advisors, LLC 0.53% Reduce -1.1% 161,854 $20.0M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.23% — 161,361 $20.0M
ProShare Advisors LLC 0.05% Add +3.8% 160,486 $19.9M
Cresset Asset Management, LLC 0.08% Add +0.5% 159,409 $19.7M
Edgemoor Investment Advisors, Inc. 1.85% Add +2.9% 158,835 $19.7M
Retirement Systems of Alabama 0.08% Reduce -0.7% 157,644 $19.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.13% Reduce -0.6% 156,973 $19.4M
FIL Ltd 0.02% Add +264.9% 155,932 $19.3M
US Bancorp \de 0.03% Reduce -3.5% 154,321 $19.1M
Amalgamated Bank 0.16% Reduce -0.1% 153,655 $19.0M
SVB Wealth LLC 0.46% Reduce -2.0% 149,298 $18.5M
First Long Island Investors, LLC 1.53% Add +0.2% 145,703 $18.0M
Forsta Ap-Fonden 0.16% Reduce -1.5% 145,400 $18.0M
Chilton Investment Co. Inc. 0.50% Reduce -0.5% 144,579 $17.9M
Grand Jean Capital Management Inc. 4.43% Add +1.0% 143,736 $17.8M
SG Americas Securities, LLC 0.11% Reduce -53.8% 142,334 $17.6M
IFM Investors Pty Ltd 0.18% Add +0.7% 141,370 $17.5M
Canada Pension Plan Investment Board 0.02% Reduce -10.9% 140,414 $17.4M
Wellington Shields Capital Management, LLC 3.15% Add +1.9% 139,621 $17.3M
Bank of Nova Scotia 0.03% Reduce -39.3% 138,935 $17.2M
Sonora Investment Management Group, LLC 1.35% No change 130,354 $17.1M
Texas Yale Capital Corp. 0.81% Add +0.0% 137,529 $17.0M
Cibc World Markets Corp. 0.11% Reduce -24.7% 137,018 $17.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.10% Add +60.9% 136,896 $16.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +12.6% 136,603 $16.9M
Czech National Bank 0.19% Add +7.6% 136,183 $16.9M
Capital International Sarl 0.51% Add +9.3% 136,050 $16.8M
Cullen/Frost Bankers, Inc. 0.24% Add +3.4% 135,713 $16.8M
BW Gestao de Investimentos Ltda. 2.17% Add +29.7% 132,670 $16.4M
Alyeska Investment Group, L.P. 0.09% New 130,504 $16.2M
Nisa Investment Advisors, LLC 0.10% Reduce -0.6% 129,866 $16.1M
Amplius Wealth Advisors, LLC 1.76% Add +0.0% 127,537 $15.8M
Gradient Investments LLC 0.35% Reduce -2.8% 126,643 $15.7M
WASHINGTON TRUST Co 0.57% Reduce -2.1% 126,368 $15.6M
Hoylecohen, LLC 1.14% Reduce -5.6% 122,235 $15.1M
Public Sector Pension Investment Board 0.10% Add +7.0% 121,134 $15.0M
Oppenheimer & Co. Inc. 0.24% Add +4.0% 120,757 $14.9M
GAMCO Investors 0.16% Reduce -0.6% 119,050 $14.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +5.2% 118,888 $14.7M
Utah Retirement Systems 0.17% Reduce -4.9% 117,500 $14.5M
Stratos Wealth Advisors, LLC 0.72% Add +2.4% 117,415 $14.5M
Captrust Financial Advisors 0.05% Reduce -0.6% 115,731 $14.3M
South Street Advisors LLC 2.16% Add +0.0% 114,961 $14.2M
Parsons Capital Management Inc. 0.96% Reduce -0.1% 113,680 $14.1M
Whittier Trust Co. of Nevada Inc. 0.39% Add +1.3% 113,665 $14.1M
Fort Sheridan Advisors LLC 2.19% Add +3.7% 109,358 $13.5M
Pathstone Holdings, LLC 0.06% Add +1.1% 109,064 $13.5M
New York Life Investment Management LLC 0.14% Add +0.4% 108,667 $13.5M
Scotia Capital Inc. 0.08% Reduce -2.4% 107,949 $13.4M
Marshall Wace, LLP 0.02% Add +3074.2% 107,064 $13.3M
Vantage Investment Partners, LLC 1.19% Reduce -2.7% 106,275 $13.2M
Schroder Investment Management Group 0.01% Add +1.2% 105,602 $13.1M
Capital International Ltd. 0.60% Add +0.8% 104,251 $12.9M
Canal Capital Management, LLC 2.20% Reduce -0.2% 103,866 $12.9M
NewEdge Advisors, LLC 0.09% Add +19.0% 102,804 $12.7M
QRG Capital Management, Inc. 0.15% Add +80.4% 102,475 $12.7M
Cyrus J. Lawrence, LLC 2.54% Add +0.1% 101,426 $12.6M
Princeton Global Asset Management LLC 2.74% Add +5.6% 100,452 $12.4M
Appleton Partners Inc. 0.95% Add +0.9% 99,740 $12.3M
Public Employees Retirement Association of Colorado 0.05% Reduce -2.6% 99,509 $12.3M
Cozad Asset Management Inc. 1.22% Add +8.3% 99,079 $12.3M
Private Capital Advisors, Inc. 1.36% Reduce -2.8% 98,902 $12.2M
Calamos Advisors LLC 0.09% Reduce -41.5% 98,765 $12.2M
Becker Capital Management Inc. 0.42% Reduce -1.5% 98,533 $12.2M
Sandy Spring Bank 0.53% Add +0.2% 97,809 $12.1M
Allspring Global Investments Holdings, LLC 0.02% Add +81.0% 96,180 $11.9M
NorthCoast Asset Management LLC 0.10% Reduce -2.1% 94,462 $11.7M
Yarbrough Capital, LLC 0.48% No change 94,255 $11.7M
First Trust Advisors LP 0.01% Add +54.0% 93,644 $11.6M
Tocqueville Asset Management L.P. 0.19% Reduce -0.8% 93,635 $11.6M
Ithaka Group LLC 2.14% Reduce -4.4% 93,546 $11.6M
ARS Investment Partners, LLC 1.11% Add +1.3% 93,371 $11.6M
Cinctive Capital Management LP 0.62% Reduce -10.2% 93,053 $11.5M
Mirador Capital Partners LP 2.16% Add +6.2% 92,942 $11.5M
TCW Group Inc. 0.10% Reduce -40.5% 92,862 $11.5M
Adalta Capital Management LLC 6.15% Add +0.2% 91,406 $11.3M
Yousif Capital Management, LLC 0.13% Reduce -2.5% 90,419 $11.2M
Jamison Private Wealth Management, Inc. 1.86% Reduce -2.6% 90,382 $11.2M
Mutual of America Capital Management LLC 0.12% Reduce -4.4% 90,124 $11.2M
Sequoia Financial Advisors, LLC 0.13% Reduce -40.4% 89,556 $11.1M
Chartwell Investment Partners, LLC 0.39% Reduce -8.7% 89,447 $11.1M
Chesley Taft & Associates LLC 0.55% Add +0.0% 89,110 $11.0M
St Germain D J Co. Inc. 0.53% Add +0.3% 89,016 $11.0M
KBC Group NV 0.03% Add +2.9% 88,876 $11.0M
Element Capital Management LLC 0.85% New 88,507 $11.0M
ING Groep NV 0.06% Reduce -2.5% 88,392 $10.9M
Mark Asset Management LP 1.42% Add +1.5% 86,929 $10.8M
Fifth Third Bancorp 0.04% Add +22.1% 86,473 $10.7M
Federation des caisses Desjardins du Quebec 0.06% Add +56.3% 86,394 $10.7M
Nissay Asset Management Corp. /Japan 0.07% Add +3.1% 86,350 $10.7M
Consolidated Investment Group LLC 1.66% No change 86,229 $10.7M
Colonial Trust Advisors 1.02% Add +1.4% 86,088 $10.7M
Account Management LLC 12.08% Reduce -6.2% 86,031 $10.7M
Sargent Investment Group, LLC 2.16% Reduce -4.3% 85,641 $10.6M
SOL Capital Management CO 1.27% Add +7.8% 85,503 $10.6M
Tenere Capital LLC 3.14% Add +1.7% 85,473 $10.6M
B. Riley Wealth Advisors, Inc. 0.27% Add +11.0% 85,166 $10.5M
Prime Capital Investment Advisors, LLC 0.16% Reduce -3.0% 85,070 $10.5M
GFG Capital, LLC 2.87% Add +1.1% 85,049 $10.5M
Border to Coast Pensions Partnership Ltd 0.25% Reduce -6.4% 85,000 $10.5M
Atria Investments, Inc 0.14% Reduce -0.6% 84,407 $10.4M
Daiwa Securities Group Inc. 0.06% Add +9.8% 83,768 $10.4M
Steward Partners Investment Advisory, LLC 0.11% Reduce -8.3% 83,577 $10.3M
Mercer Global Advisors Inc. 0.03% Add +7.5% 84,898 $10.3M
Rheos Capital Works Inc. 0.53% No change 82,000 $10.2M
Jacobson & Schmitt Advisors, LLC 2.29% Add +4.7% 81,558 $10.1M
Hilton Capital Management, LLC 0.84% Add +2.9% 80,440 $10.0M
DAVENPORT & Co LLC 0.06% Add +0.5% 80,427 $10.0M
Bleichroeder LP 2.95% No change 80,000 $9.9M
Abn Amro Investment Solutions 0.18% Reduce -14.6% 80,000 $9.9M
FineMark National Bank & Trust 0.36% Add +2.8% 79,052 $9.8M
Quantbot Technologies LP 0.47% Add +46.6% 79,021 $9.8M
Argent Trust Co 0.43% Add +6.8% 78,581 $9.7M
Susquehanna Fundamental Investments, LLC 0.22% Add +87.5% 78,109 $9.7M
State of Alaska, Department of Revenue 0.11% Reduce -0.4% 77,720 $9.6M
Advisors Asset Management, Inc. 0.19% Add +1.5% 77,063 $9.5M
Community Bank & Trust, Waco, Texas 2.38% Add +0.1% 76,968 $9.5M
APG Asset Management N.V. 0.02% Reduce -95.2% 82,300 $9.5M
Tranquility Partners, LLC 3.59% Add +4.4% 75,460 $9.3M
Clarkston Capital Partners, LLC 0.18% No change 75,325 $9.3M
Meyer Handelman Co. 0.33% Reduce -1.6% 75,262 $9.3M
Nomura Holdings Inc. 0.06% Reduce -59.8% 75,073 $9.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% — 73,869 $9.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Add +7.3% 73,799 $9.1M
Peapack Gladstone Financial Corp. 0.14% Add +2.2% 73,742 $9.1M
Ancora Advisors LLC 0.23% Reduce -0.7% 73,726 $9.1M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +10.7% 71,893 $8.9M
Gerber Kawasaki Wealth & Investment Management 0.44% Add +4.1% 71,644 $8.9M
1832 Asset Management L.P. 0.02% Reduce -30.8% 71,273 $8.8M
Dupont Capital Management Corp. 0.77% No change 71,172 $8.8M
Allianz Asset Management GmbH 0.01% Reduce -57.5% 71,072 $8.8M
Snowden Capital Advisors LLC 0.26% Add +7.7% 70,330 $8.7M
Perigon Wealth Management, LLC 0.25% Reduce -8.8% 70,175 $8.7M
Equitable Holdings, Inc. 0.09% Add +3.8% 69,860 $8.6M
Garrison Bradford & Associates Inc. 8.84% Add +1.8% 69,526 $8.6M
Stratos Wealth Partners, LTD. 0.14% Reduce -7.6% 69,489 $8.6M
World Investment Advisors 0.53% Add +2.0% 68,285 $8.5M
Clearstead Advisors, LLC 0.14% Add +61.5% 67,549 $8.4M
Griffin Asset Management, Inc. 0.97% Reduce -1.1% 67,370 $8.3M
Cottage Street Advisors LLC 4.89% Reduce -0.5% 66,925 $8.3M
Independent Advisor Alliance 0.28% Add +2.4% 66,442 $8.2M
O'ROURKE & COMPANY, Inc 4.62% Add +0.6% 66,273 $8.2M
Teza Capital Management LLC 1.00% Add +135.2% 65,894 $8.2M
Northeast Financial Consultants Inc 0.38% Reduce -1.1% 65,820 $8.1M
B & T Capital Management DBA Alpha Capital Management 1.57% Reduce -0.1% 65,335 $8.1M
BigSur Wealth Management LLC 2.46% Reduce -0.1% 64,815 $8.0M
American Assets Capital Advisers, LLC 2.52% Reduce -25.1% 64,273 $8.0M
Transcend Capital Advisors, LLC 0.57% Add +5.6% 63,248 $7.8M
Elo Mutual Pension Insurance Co 0.18% Reduce -3.5% 62,681 $7.8M
EverSource Wealth Advisors, LLC 0.51% Add +11.3% 54,159 $7.7M
Bragg Financial Advisors, Inc 0.34% Add +0.9% 61,775 $7.6M
Oregon Public Employees Retirement Fund 0.15% Reduce -0.3% 61,345 $7.6M
Independent Financial Group, LLC 0.30% Reduce -26.7% 61,096 $7.6M
McIntyre Freedman & Flynn Investment Advisers Inc. 5.45% Reduce -0.9% 61,049 $7.6M
Atria Wealth Solutions, Inc. 0.08% Reduce -20.1% 60,681 $7.5M
Seneca House Advisors 3.25% Add +1.2% 60,546 $7.5M
Oppenheimer Asset Management Inc. 0.10% Add +12.7% 60,445 $7.5M
Bridge Creek Capital Management LLC 2.40% Reduce -0.2% 60,295 $7.5M
Embree Financial Group 1.43% Reduce -1.6% 60,252 $7.5M
Silicon Valley Capital Partners 1.02% Add +10.2% 59,840 $7.4M
Wulff, Hansen & Co. 7.25% Reduce -0.7% 59,296 $7.3M
Cornerstone Wealth Management, LLC 0.56% Add +3.0% 58,944 $7.3M
American Century Companies Inc. 0.00% Add +3.5% 58,777 $7.3M
Axxcess Wealth Management, LLC 0.20% Add +11.3% 58,607 $7.3M
Gulf International Bank (UK) Ltd 0.18% Reduce -3.9% 58,583 $7.3M
Moors & Cabot, Inc. 0.38% Add +0.2% 57,967 $7.2M
Fred Alger Management, LLC 0.03% Add +5.1% 57,851 $7.2M
Kestra Private Wealth Services, LLC 0.14% Reduce -5.3% 57,272 $7.1M
Capital Group Private Client Services, Inc. 0.07% New 57,187 $7.1M
Harbour Trust & Investment Management Co 0.84% Add +3.2% 57,177 $7.1M
Vanguard Personalized Indexing Management, LLC 0.13% Add +9.7% 56,308 $7.0M
Allen Capital Group, LLC 0.98% Reduce -0.8% 56,087 $6.9M
Maryland State Retirement & Pension System 0.13% No change 55,949 $6.9M
Beacon Pointe Advisors, LLC 0.08% Reduce -3.3% 55,608 $6.9M
Polar Capital Holdings Plc 0.04% New 55,547 $6.9M
Bradley Foster & Sargent Inc. 0.12% Reduce -2.8% 55,493 $6.9M
Nordea Investment Management AB 0.01% Add +7.7% 54,527 $6.9M
Ellis Investment Partners, LLC 1.45% Reduce -0.4% 55,252 $6.8M
Mizuho Securities USA LLC 0.15% New 55,103 $6.8M
MAI Capital Management 0.07% Reduce -0.3% 54,775 $6.8M
Welch Group, LLC 0.32% Add +1.9% 54,243 $6.7M
Focus Partners Wealth 0.02% Add +6.7% 54,097 $6.7M
Kentucky Retirement Systems 0.19% Reduce -1.4% 53,853 $6.7M
O'shaughnessy Asset Management, LLC 0.07% Add +30.5% 53,692 $6.6M
Balyasny Asset Management L.P. 0.02% Add +205.7% 53,517 $6.6M
Bulltick Wealth Management, LLC 1.85% Add +1.6% 53,238 $6.6M
Marietta Wealth Management, LLC 1.02% Add +1.2% 53,035 $6.6M
Motco 0.38% Reduce -0.8% 52,628 $6.5M
Towne Trust Company, N.A 2.52% Reduce -17.7% 52,510 $6.5M
B. Metzler seel. Sohn & Co. AG 0.06% Reduce -15.2% 51,862 $6.4M
Triangle Securities Wealth Management 1.81% Reduce -3.4% 51,809 $6.4M
Apollon Wealth Management, LLC 0.19% Reduce -4.2% 51,507 $6.4M
Liontrust Investment Partners LLP 0.09% New 51,313 $6.4M
Waldron Private Wealth LLC 0.28% Reduce -0.1% 51,272 $6.3M
Royal Fund Management, LLC 0.85% Add +0.9% 50,780 $6.3M
Act Two Investors LLC 1.25% No change 51,196 $6.3M
Vishria Bird Financial Group, LLC 2.66% Reduce -0.1% 51,049 $6.3M
Pacer Advisors, Inc. 0.01% Add +4.5% 50,996 $6.3M
JRM Investment Counsel, LLC 2.27% Reduce -9.8% 50,917 $6.3M
Venture Visionary Partners LLC 0.29% Add +0.1% 50,748 $6.3M
Security National Bank 0.91% Add +2.6% 50,736 $6.3M
ArrowMark Colorado Holdings LLC 0.07% No change 50,700 $6.3M
MBB Public Markets I LLC 0.13% Add +1427.8% 50,310 $6.2M
Walleye Trading LLC 0.12% Add +56.5% 50,268 $6.2M
Narwhal Capital Management 0.58% Reduce -0.7% 49,823 $6.2M
Senvest Management, LLC 0.24% New 49,600 $6.1M
Covington Investment Advisors Inc. 0.98% Reduce -5.2% 49,125 $6.1M
Focused Wealth Management, Inc 0.89% Add +0.8% 48,872 $6.1M
Creegan & Nassoura Financial Group, LLC 4.15% Reduce -0.5% 48,810 $6.0M
Assetmark, Inc. 0.02% Add +72.1% 48,741 $6.0M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.69% Add +21.0% 48,455 $6.0M
Beta Wealth Group, Inc. 2.83% Add +6.1% 48,266 $6.0M
Advisory Services Network, LLC 0.12% Add +12.2% 47,566 $5.9M
Global Retirement Partners, LLC 0.18% Add +10.8% 47,426 $5.9M
Carret Asset Management, LLC 0.68% Add +1.4% 47,320 $5.9M
Fiduciary Group, LLC 0.63% Reduce -0.4% 46,893 $5.8M
Natixis 0.04% Add +38.8% 45,604 $5.6M
HM Payson & Co. 0.10% Add +0.9% 45,550 $5.6M
Duncker Streett & Co. Inc. 1.08% Add +0.7% 45,277 $5.6M
Kavar Capital Partners Group, LLC 1.01% Add +1.0% 45,194 $5.6M
Compass Wealth Management LLC 1.37% No change 44,733 $5.5M
Thrivent Financial for Lutherans 0.01% Add +2.4% 44,614 $5.5M
Stablepoint Partners, LLC 1.07% Add +1.2% 39,120 $5.5M
Bremer Bank National Association 1.07% Reduce -2.9% 44,121 $5.5M
Caldwell Trust Co 0.60% Add +0.6% 43,644 $5.4M
Jones Financial Companies LLLP 0.01% Add +1089.3% 43,541 $5.4M
Naples Global Advisors, LLC 0.54% Reduce -0.1% 43,423 $5.4M
Ilmarinen Mutual Pension Insurance Co 0.06% No change 43,000 $5.3M
Avantax Advisory Services, Inc. 0.04% Add +21.8% 42,748 $5.3M
Cross Staff Investments Inc 4.37% Add +1.0% 42,397 $5.2M
Trexquant Investment LP 0.08% New 42,375 $5.2M
Candriam S.C.A. 0.03% Add +5.5% 42,240 $5.2M
Ellsworth Advisors, LLC 1.46% Add +3.2% 42,210 $5.2M
Kercheville Advisors, LLC 2.25% Reduce -1.2% 41,784 $5.2M
SFE Investment Counsel 1.15% Add +0.1% 41,727 $5.2M
Proficio Capital Partners LLC 0.54% Add +0.0% 41,498 $5.1M
Greenwich Wealth Management LLC 0.37% Add +1.0% 41,125 $5.1M
Securian Asset Management, Inc. 0.15% Reduce -2.9% 41,091 $5.1M
Lake Street Advisors Group, LLC 0.24% Add +0.6% 40,685 $5.0M
ProVise Management Group, LLC 0.43% Reduce -2.0% 40,649 $5.0M
OMERS ADMINISTRATION Corp 0.05% New 40,422 $5.0M
Louisiana State Employees Retirement System 0.10% Reduce -3.6% 40,400 $5.0M
Qube Research & Technologies Ltd 0.01% Add +653.1% 40,163 $5.0M
Glassy Mountain Advisors, Inc. 1.82% Add +3.3% 39,686 $4.9M
M&G PLC 0.03% Reduce -34.7% 39,496 $4.9M
Pinnacle Financial Partners Inc 0.10% Reduce -0.4% 39,317 $4.9M
Cwm, LLC 0.02% Add +4.3% 38,845 $4.8M
Tower Research Capital LLC (TRC) 0.08% Add +135.4% 38,787 $4.8M
Beach Investment Counsel Inc. 0.59% Reduce -13.2% 38,706 $4.8M
Howland Capital Management LLC 0.23% Add +2.5% 38,696 $4.8M
Relative Value Partners Group, LLC 0.62% New 38,584 $4.8M
Lake Street Private Wealth, LLC 0.62% Add +1.6% 38,584 $4.8M
Hedeker Wealth, LLC 1.38% Reduce -5.0% 38,526 $4.8M
Quantinno Capital Management LP 0.09% Add +24.7% 38,437 $4.8M
Rockline Wealth Management, LLC 1.47% Add +1.3% 38,382 $4.8M
Waterloo Capital, L.P. 0.57% Add +0.3% 38,317 $4.7M
Harbor Investment Advisory, LLC 0.49% Reduce -0.5% 38,207 $4.7M
Old Second National Bank of Aurora 1.20% Reduce -2.8% 37,925 $4.7M
Graypoint LLC 0.32% Reduce -0.5% 37,842 $4.7M
Ibex Wealth Advisors 0.73% New 37,764 $4.7M
Ossiam 0.09% Reduce -11.3% 37,715 $4.7M
Rosenblum Silverman Sutton S F Inc. 1.25% Reduce -1.1% 37,652 $4.7M
Coastal Bridge Advisors, LLC 1.15% No change 37,499 $4.6M
Ethic Inc. 0.11% Add +5.8% 37,367 $4.6M
Kennedy Capital Management LLC 0.10% Reduce -10.6% 37,325 $4.6M
CTC LLC 0.34% Reduce -12.4% 37,289 $4.6M
Foundations Investment Advisors, LLC 0.11% Add +10.3% 37,284 $4.6M
Lantern Wealth Advisors, LLC 3.33% Reduce -2.1% 37,074 $4.6M
First Interstate Bank 0.30% Add +3.4% 37,035 $4.6M
Werlinich Asset Management, LLC 2.84% No change 36,812 $4.6M
Knights of Columbus Asset Advisors LLC 0.30% Add +0.7% 36,806 $4.6M
Bill Few Associates, Inc. 1.75% Reduce -2.9% 36,783 $4.6M
Kaizen Financial Strategies 2.84% Add +1.9% 32,198 $4.6M
Tidal Investments LLC 0.06% Add +112.7% 36,686 $4.5M
Credit Agricole S A 0.03% Reduce -20.2% 36,471 $4.5M
Argonautica Private Wealth Management, Inc. 1.53% Add +0.2% 36,217 $4.5M
&partners 0.20% Add +49.3% 36,208 $4.5M
Core Alternative Capital 0.89% Add +0.5% 36,114 $4.5M
Wedbush Securities Inc. 0.16% Add +2.2% 36,093 $4.5M
UniSuper Management Pty Ltd 0.04% Add +112.2% 36,065 $4.5M
Syntegra Private Wealth Group, LLC 0.57% Add +0.1% 36,029 $4.5M
New Mexico Educational Retirement Board 0.15% No change 35,800 $4.4M
Insigneo Advisory Services, LLC 0.50% Add +4.4% 34,174 $4.4M
Resources Management Corp. /CT/ 0.64% Add +0.3% 35,738 $4.4M
Wealthfront Advisers LLC 0.01% Reduce -7.6% 35,675 $4.4M
Regions Financial Corp. 0.03% Reduce -2.4% 35,612 $4.4M
Blue Zone Wealth Advisors, LLC 1.52% Add +15.6% 35,559 $4.4M
Colonial Trust Co / SC 0.77% Add +5.6% 35,290 $4.4M
Parallax Volatility Advisers, L.P. 0.13% New 35,223 $4.4M
Private Wealth Partners, LLC 0.33% Add +7.0% 35,131 $4.3M
Torray Investment Partners LLC 0.65% Add +0.6% 34,962 $4.3M
AXA S.A. 0.01% Add +17.6% 34,772 $4.3M
F/m Investments LLC 0.16% New 34,731 $4.3M
Jackson Wealth Management, LLC 0.92% Reduce -15.8% 34,663 $4.3M
Kingfisher Capital LLC 1.00% Reduce -0.8% 34,257 $4.2M
Clear Harbor Asset Management, LLC 0.37% Reduce -19.6% 34,224 $4.2M
Interval Partners, LP 0.12% New 33,994 $4.2M
SteelPeak Wealth, LLC 0.20% Reduce -13.5% 33,959 $4.2M
Easterly Investment Partners LLC 0.37% Add +0.0% 33,944 $4.2M
Cannell & Spears LLC 0.09% No change 33,629 $4.2M
OneDigital Investment Advisors LLC 0.05% Add +8.8% 33,566 $4.2M
Bleakley Financial Group, LLC 0.12% Add +1.4% 33,402 $4.1M
Simplicity Wealth,LLC 0.09% Add +1.4% 33,384 $4.1M
Allworth Financial LP 0.03% Reduce -7.8% 29,511 $4.1M
Bard Financial Services, Inc. 0.42% No change 33,000 $4.1M
Wellington Shields & Co., LLC 1.33% Reduce -1.8% 32,951 $4.1M
Man Group plc 0.01% Reduce -12.0% 32,803 $4.1M
1ST Source Bank 0.24% Reduce -1.1% 32,790 $4.1M
Concurrent Investment Advisors, LLC 0.13% Add +0.4% 32,625 $4.0M
Ranch Capital Advisors Inc. 2.11% Reduce -0.1% 32,615 $4.0M
Next Level Private LLC 1.85% Reduce -10.8% 32,602 $4.0M
Modus Advisors, LLC 1.42% Add +3.4% 32,438 $4.0M
Crossmark Global Holdings, Inc. 0.08% Add +1.2% 32,188 $4.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -13.0% 31,968 $4.0M
Dakota Wealth Management 0.09% Add +132.1% 31,741 $3.9M
Rathbones Group PLC 0.02% Reduce -33.0% 31,679 $3.9M
Synovus Financial Corp. 0.05% Reduce -6.1% 31,540 $3.9M
StoneX Group Inc. 0.31% Add +5.8% 31,166 $3.9M
City of London Investment Management Co. Ltd. 0.33% No change 31,121 $3.9M
EFG Asset Management (North America) Corp. 0.67% Reduce -3.8% 31,045 $3.8M
Jaffetilchin Investment Partners, LLC 0.33% Reduce -9.7% 30,790 $3.8M
Sculati Wealth Management, LLC 1.62% Add +0.2% 30,574 $3.8M
Rakuten Investment Management, Inc. 0.02% Add +57.9% 30,428 $3.8M
Sierra Summit Advisors LLC 0.93% New 30,429 $3.8M
First Manhattan Co. Llc. 0.01% Add +0.0% 30,394 $3.8M
Integrated Wealth Concepts LLC 0.05% Reduce -1.0% 30,345 $3.8M
Shepherd Financial Partners LLC 0.48% Add +0.2% 30,235 $3.7M
Jump Financial, LLC 0.08% Add +46.4% 30,231 $3.7M
Commerce Bank 0.02% Reduce -11.5% 30,090 $3.7M
Integrated Advisors Network LLC 0.19% Reduce -4.2% 29,757 $3.7M
Avitas Wealth Management LLC 0.54% Add +0.4% 29,585 $3.7M
Spire Wealth Management 0.13% Reduce -5.7% 29,369 $3.6M
Essex Financial Services, Inc. 0.27% Add +6.9% 27,688 $3.6M
AIA Group Ltd 0.11% No change 29,210 $3.6M
Tiaa Trust, National Association 0.01% Reduce -2.9% 29,158 $3.6M
Composition Wealth, LLC 0.09% Reduce -2.7% 28,828 $3.6M
Cornerstone Wealth Group, LLC 0.32% Add +0.6% 28,777 $3.6M
WealthPLAN Partners, LLC 0.38% Add +3.6% 28,392 $3.5M
Glenmede Trust Co. NA 0.02% Add +8.9% 28,195 $3.5M
Wbi Investments, LLC 0.84% Add +171.2% 28,044 $3.5M
RKL Wealth Management LLC 0.33% Add +4.3% 28,042 $3.5M
Chicago Capital, LLC 0.10% Add +0.7% 27,969 $3.5M
Capital Planning Advisors, LLC 0.59% Add +4.2% 27,958 $3.5M
Tritonpoint Wealth, LLC 0.33% Reduce -16.9% 27,828 $3.4M
Resolute Wealth Strategies, LLC 1.97% Add +1.9% 27,569 $3.4M
Wambolt & Associates, LLC 0.99% Add +9.7% 27,899 $3.4M
Orion Porfolio Solutions, LLC 0.04% Reduce -19.7% 27,474 $3.4M
Orion Portfolio Solutions, LLC 0.04% Reduce -19.7% 27,474 $3.4M
International Assets Investment Management, LLC 0.32% Reduce -4.0% 27,179 $3.4M
Edge Capital Group, LLC 0.16% Add +3.7% 27,053 $3.3M
Compass Ion Advisors, LLC 0.48% No change 25,431 $3.3M
Metis Global Partners, LLC 0.11% Add +0.5% 26,969 $3.3M
Fiduciary Trust Co 0.05% Add +10.3% 26,944 $3.3M
Holderness Investments Co. 0.79% No change 26,884 $3.3M
Vinva Investment Management Ltd 0.17% Add +2.8% 26,791 $3.3M
Retirement Planning Co of New England, Inc. 1.80% Reduce -0.1% 26,752 $3.3M
Cullinan Associates Inc. 0.19% Add +1.1% 26,742 $3.3M
Oxbow Advisors, LLC 0.40% Add +8.4% 26,545 $3.3M
D L Carlson Investment Group Inc. 0.63% Reduce -1.2% 26,535 $3.3M
PFG Investments, LLC 0.23% Add +35.1% 26,417 $3.3M
Atlanta Consulting Group Advisors, LLC 0.70% No change 26,377 $3.3M
Oxford Financial Group, LTD. LLC 0.22% Add +254.0% 26,377 $3.3M
Abbot Financial Management, Inc. 1.75% Add +0.5% 26,333 $3.3M
Tyler-Stone Wealth Management 1.34% Reduce -0.9% 26,300 $3.3M
Summit Place Financial Advisors, LLC 1.91% Reduce -0.1% 26,140 $3.2M
Point Windward Advisors Inc. 1.33% Reduce -0.6% 26,095 $3.2M
Brown, Lisle/Cummings, Inc. 1.05% Reduce -1.7% 26,060 $3.2M
Wealthcare Advisory Partners LLC 0.10% Add +12.0% 26,002 $3.2M
Coastline Trust Co 0.38% Reduce -0.1% 25,929 $3.2M
Empowered Funds, LLC 0.06% Add +11.8% 25,912 $3.2M
Glenview Trust Co 0.06% Reduce -2.8% 25,783 $3.2M
Kampmann Melissa S. 2.32% Add +2.4% 25,710 $3.2M
United Capital Financial Advisors, LLC 0.03% Reduce -45.3% 25,594 $3.2M
Thomas Story & Son LLC 1.37% No change 25,566 $3.2M
Grandview Asset Management LLC 1.85% Reduce -2.3% 25,468 $3.2M
Norinchukin Bank, The 0.09% Add +8.5% 25,344 $3.1M
NEOS Investment Management LLC 0.13% Add +45.9% 25,319 $3.1M
Dudley Capital Management, LLC 1.75% Reduce -0.8% 25,302 $3.1M
Community Trust & Investment Co. 0.21% Reduce -0.2% 25,297 $3.1M
Stock Yards Bank & Trust Co. 0.10% Add +1.3% 25,241 $3.1M
Wealth Effects LLC 1.13% Reduce -2.8% 25,096 $3.1M
Flagship Harbor Advisors, LLC 0.19% Reduce -4.9% 25,030 $3.1M
Kentucky Farm Bureau Mutual Insurance Co 0.70% No change 25,000 $3.1M
Steamboat Capital Partners, LLC 1.13% Reduce -51.3% 24,972 $3.1M
Wealthspire Advisors, LLC 0.04% Add +5.0% 24,836 $3.1M
Capital Fund Management S.A. 0.03% New 24,825 $3.1M
Daiichi Life Insurance Co., Ltd. 0.07% Reduce -5.8% 24,807 $3.1M
Parallel Advisors, LLC 0.08% Add +12.0% 24,653 $3.1M
HB Wealth Management, LLC 0.04% Add +4.7% 24,587 $3.0M
Register Financial Advisors LLC 1.54% Add +0.0% 24,534 $3.0M
Great Valley Advisor Group, Inc. 0.08% Reduce -13.6% 24,517 $3.0M
FORA Capital, LLC 0.37% Reduce -66.0% 24,510 $3.0M
Sterling Investment Advisors, Ltd. 0.81% Add +3.9% 24,129 $3.0M
Diversify Advisory Services, LLC 0.16% Reduce -20.7% 24,553 $3.0M
Huntington National Bank 0.03% Add +10.7% 23,999 $3.0M
Evergreen Capital Management LLC 0.11% Add +1.8% 23,936 $3.0M
Allen Investment Management, LLC 0.04% No change 23,857 $3.0M
Siemens Fonds Invest GmbH 0.22% Add +1.2% 23,831 $3.0M
Berkshire Asset Management LLC 0.15% Add +0.5% 23,773 $2.9M
1776 Wealth LLC 1.31% Reduce -1.7% 23,497 $2.9M
Alps Advisors Inc. 0.02% Reduce -5.8% 23,395 $2.9M
J.W. Cole Advisors, Inc. 0.14% Reduce -4.4% 23,381 $2.9M
Mgo One Seven LLC 0.14% Add +4.8% 23,369 $2.9M
Stamos Capital Partners, L.P. 0.61% Add +23.5% 23,360 $2.9M
Somerset Group LLC 2.56% Reduce -1.6% 23,316 $2.9M
Brown Brothers Harriman & Co. 0.02% Reduce -5.6% 23,284 $2.9M
Diligent Investors, LLC 0.71% Reduce -0.9% 23,170 $2.9M
ExodusPoint Capital Management, LP 0.03% Reduce -79.9% 23,087 $2.9M
Kentucky Retirement Systems Insurance Trust Fund 0.19% Reduce -2.9% 23,050 $2.9M
Pine Valley Investments Ltd Liability Co 0.21% Reduce -0.5% 23,041 $2.9M
Cohen Investment Advisors LLC 2.28% Reduce -1.2% 26,446 $2.8M
Fortune Financial Advisors, LLC 1.73% Reduce -2.2% 22,864 $2.8M
Northwestern Mutual Investment Management Company, LLC 0.07% Reduce -0.4% 22,743 $2.8M
Ofi Invest Asset Management 0.07% New 24,168 $2.8M
Boston Financial Mangement LLC 0.09% Reduce -0.1% 22,407 $2.8M
Accuvest Global Advisors 6.16% Reduce -28.9% 22,393 $2.8M
Capital Group Investment Management Pte. LTD. 0.60% Reduce -3.9% 22,306 $2.8M
XTX Topco Ltd 0.23% New 22,071 $2.7M
Capital Management Associates 3.23% Reduce -0.8% 22,029 $2.7M
Hennion & Walsh Asset Management, Inc. 0.14% Add +8.2% 21,934 $2.7M
EP Wealth Advisors, LLC 0.03% Add +3.8% 21,909 $2.7M
Raymond James Trust N.A. 0.06% Reduce -7.0% 21,625 $2.7M
Waverly Advisors, LLC 0.05% Add +6.6% 21,363 $2.6M
Centaurus Financial, Inc. 0.18% Reduce -2.1% 21,282 $2.6M
Rehmann Capital Advisory Group 0.19% Add +12.4% 21,274 $2.6M
Means Investment Co., Inc. 0.31% Reduce -4.6% 21,118 $2.6M
Alaethes Wealth, LLC 1.08% Add +0.8% 21,057 $2.6M
Rational Advisors, Inc. 0.26% Reduce -18.0% 21,000 $2.6M
Florida Trust Wealth Management Co 0.09% Add +106.2% 20,986 $2.6M
Ashton Thomas Private Wealth, LLC 0.14% Add +1.3% 20,861 $2.6M
FAS Wealth Partners, Inc. 0.22% Add +4.5% 20,852 $2.6M
Buckingham Strategic Wealth, LLC 0.03% Reduce -4.5% 20,825 $2.6M
Johnson Investment Counsel Inc. 0.03% Reduce -4.0% 20,770 $2.6M
Girard Partners LTD. 0.24% Reduce -2.0% 20,642 $2.6M
Kingsview Wealth Management, LLC 0.06% Reduce -2.8% 20,577 $2.5M
NorthCrest Asset Manangement, LLC 0.08% Add +0.3% 20,363 $2.5M
Park Avenue Securities LLC 0.03% Add +17.0% 20,328 $2.5M
United Services Automobile Association 0.06% Reduce -4.1% 20,309 $2.5M
Transform Wealth, LLC 0.19% Reduce -0.8% 20,246 $2.5M
Kerusso Capital Management LLC 1.81% — 20,185 $2.5M
Ballast Advisors LLC 0.79% Reduce -3.9% 20,182 $2.5M
Stonegate Investment Group, LLC 0.07% Reduce -0.4% 20,084 $2.5M
EULAV Asset Management 0.07% Reduce -4.8% 20,000 $2.5M
Tokio Marine Asset Management Co. Ltd. 0.12% Add +5.5% 19,909 $2.5M
St. Clair Advisors, LLC 0.78% No change 19,839 $2.5M
AQR Capital Management 0.00% Add +123.6% 19,812 $2.5M
Bay Rivers Group 1.27% Reduce -0.9% 19,672 $2.4M
Hudock, Inc. 0.45% Add +606.4% 19,587 $2.4M
Ellerson Group Inc. 1.84% Add +3.2% 19,496 $2.4M
Squarepoint Ops LLC 0.01% Reduce -0.7% 19,366 $2.4M
Valley National Advisers Inc. 0.36% Add +0.1% 19,349 $2.4M
Red Door Wealth Management, LLC 0.42% Add +2.3% 19,340 $2.4M
Mesirow Financial Investment Management, Inc. 0.05% Reduce -5.2% 19,318 $2.4M
Two Sigma Securities, LLC 0.11% Reduce -79.0% 19,275 $2.4M
Principle Wealth Partners LLC 0.18% Reduce -2.5% 19,097 $2.4M
Cyndeo Wealth Partners, LLC 0.19% Add +0.0% 19,085 $2.4M
Savant Capital, LLC 0.02% Add +1.8% 19,005 $2.4M
Tealwood Asset Management Inc. 1.42% Add +0.1% 18,984 $2.4M
Field & Main Bank 0.88% Reduce -0.3% 18,930 $2.3M
Gotham Asset Management 0.03% Add +0.4% 18,888 $2.3M
True North Advisors, LLC 0.62% Reduce -4.4% 18,857 $2.3M
Magnus Financial Group LLC 0.26% Add +5.2% 18,776 $2.3M
HighPoint Advisor Group LLC 0.14% Add +3.1% 16,313 $2.3M
RiverPark Advisors, LLC 1.91% Reduce -3.1% 18,598 $2.3M
Daymark Wealth Partners, LLC 0.11% Add +29.6% 18,597 $2.3M
South Dakota Investment Council 0.05% No change 18,480 $2.3M
U.S. Capital Wealth Advisors, LLC 0.09% Reduce -4.2% 18,329 $2.3M
Royal Capital Wealth Management, LLC 1.71% Add +0.1% 18,299 $2.3M
King Wealth Management Group 0.38% Reduce -0.5% 18,291 $2.3M
Verition Fund Management LLC 0.02% Add +149.9% 18,260 $2.3M
Koa Wealth Management, LLC 1.91% Reduce -0.8% 18,219 $2.3M
Hamilton Capital Partners Inc. 0.24% Add +13.4% 18,197 $2.3M
Platform Technology Partners 0.78% — 18,194 $2.3M
JBR Co Financial Management Inc 1.58% No change 18,171 $2.2M
Sigma Planning Corp 0.07% Add +4.3% 18,167 $2.2M
Capital City Trust Co. 0.61% Reduce -6.6% 18,133 $2.2M
Bridgewater Advisors Inc. 0.28% New 16,004 $2.2M
Marion Wealth Management 0.66% Add +1.0% 18,022 $2.2M
Canton Hathaway, LLC 0.60% No change 17,852 $2.2M
Krilogy Financial LLC 0.16% Add +10.5% 17,843 $2.2M
Cary Street Partners Investment Advisory LLC 0.09% Reduce -1.1% 17,815 $2.2M
Principal Securities, Inc. 0.06% Add +21.9% 17,792 $2.2M
Great Lakes Retirement, Inc. 0.30% Add +19.8% 17,729 $2.2M
Schechter Investment Advisors, LLC 0.17% Reduce -6.5% 17,723 $2.2M
Northcape Wealth Management, LLC 0.79% Reduce -2.6% 17,696 $2.2M
Belpointe Asset Management LLC 0.15% Add +91.9% 17,658 $2.2M
Mutual Advisors, LLC 0.07% Add +2.4% 15,499 $2.2M
GPS Wealth Strategies Group, LLC 0.33% Reduce -1.3% 17,637 $2.2M
Riverpark Capital Management LLC 2.89% No change 17,615 $2.2M
Pekin Hardy Strauss, Inc. 0.30% Reduce -3.1% 17,456 $2.2M
Terra Nova Asset Management LLC 1.70% Reduce -0.5% 17,452 $2.2M
Sierra Capital LLC 0.29% No change 17,392 $2.2M
Herbst Group, LLC 1.31% Reduce -0.4% 17,376 $2.2M
CGN Advisors LLC 0.25% Add +3.1% 17,289 $2.1M
StrongBox Wealth, LLC 1.01% Add +5.8% 17,274 $2.1M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -11.3% 17,212 $2.1M
Intrepid Financial Planning Group LLC 0.91% Reduce -6.1% 17,118 $2.1M
Baldwin Investment Management, LLC 0.29% Add +0.3% 17,117 $2.1M
Townsquare Capital LLC 0.03% Add +13.0% 16,901 $2.1M
Hyman Charles D 0.12% No change 16,873 $2.1M
Van Eck Associates Corp. 0.00% Add +7.9% 16,823 $2.1M
Aviance Capital Partners, LLC 0.30% Add +3.2% 16,798 $2.1M
Blue Square Asset Management, LLC 1.21% Reduce -0.0% 16,710 $2.1M
First National Bank Sioux Falls 1.07% No change 16,693 $2.1M
Penbrook Management LLC 1.25% Reduce -5.3% 16,600 $2.1M
Joel Isaacson & Co., LLC 0.11% Add +0.3% 16,589 $2.1M
Madison Park Capital Advisors, LLC 1.71% Add +0.1% 16,572 $2.1M
White Knight Strategic Wealth Advisors, LLC 2.05% No change 16,571 $2.1M
Intellectus Partners, LLC 0.56% Reduce -6.2% 16,557 $2.0M
Institute for Wealth Management, LLC. 0.27% Reduce -1.0% 16,479 $2.0M
GoalVest Advisory LLC 0.65% Reduce -4.6% 16,425 $2.0M
Blue Fin Capital, Inc. 0.41% Add +5.6% 16,385 $2.0M
WealthPlan Investment Management, LLC 0.31% Reduce -10.2% 16,383 $2.0M
Strategic Wealth Partners, Ltd. 0.21% Reduce -61.7% 16,321 $2.0M
Ameritas Advisory Services, LLC 0.08% Reduce -2.7% 16,234 $2.0M
Dearborn Partners LLC 0.09% Reduce -3.1% 16,182 $2.0M
Lombard Odier Asset Management (Switzerland) SA 0.20% Reduce -4.7% 16,174 $2.0M
Assenagon Asset Management S.A. 0.01% Add +3.0% 16,130 $2.0M
Opinicus Capital, Inc. 1.68% Add +2.9% 16,088 $2.0M
MWA Asset Management 1.42% Reduce -0.1% 16,067 $2.0M
Covenant Asset Management, LLC 0.45% Reduce -7.7% 16,066 $2.0M
Modera Wealth Management, LLC 0.03% Reduce -0.6% 16,015 $2.0M
Avidian Wealth Enterprises, LLC 0.10% Reduce -3.8% 16,005 $2.0M
Investment Management Corp of Ontario 0.05% Add +39.4% 15,928 $2.0M
TrinityPoint Wealth, LLC 0.31% Reduce -6.0% 15,901 $2.0M
Acorn Wealth Advisors, LLC 0.97% Add +2.0% 15,817 $2.0M
XML Financial, LLC 0.20% Reduce -4.2% 15,776 $2.0M
Nations Financial Group Inc, /Ia/ 0.16% Add +0.1% 15,600 $1.9M
Trust Co. of Toledo NA 0.28% Add +12.0% 15,559 $1.9M
Rossmore Private Capital 0.25% No change 15,539 $1.9M
Meiji Yasuda Asset Management Co Ltd. 0.08% Add +54.9% 15,528 $1.9M
Meeder Advisory Services, Inc. 0.14% Add +35.7% 15,431 $1.9M
Harvest Investment Advisors, LLC 1.39% Reduce -0.8% 15,258 $1.9M
Stiles Financial Services Inc 0.73% Reduce -2.4% 15,238 $1.9M
Kingswood Wealth Advisors, LLC 0.17% Add +31.7% 15,198 $1.9M
Pinnacle West Asset Management, Inc. 1.46% Reduce -1.9% 15,155 $1.9M
Taylor Financial Group, Inc. 1.44% Reduce -1.0% 15,153 $1.9M
Sit Investment Associates Inc. 0.04% No change 15,100 $1.9M
Gateway Investment Advisers LLC 0.02% Add +11.2% 15,089 $1.9M
Compound Planning, Inc. 0.14% Add +16.6% 15,083 $1.9M
Insight Advisors, LLC/ PA 0.34% Reduce -14.4% 15,026 $1.9M
Hills Bank & Trust Co 0.15% Add +0.6% 15,011 $1.9M
Waters Parkerson & Co., LLC 0.10% Reduce -4.9% 14,882 $1.8M
Entropy Technologies, LP 0.20% New 14,850 $1.8M
Western Wealth Management, LLC 0.13% Reduce -1.6% 14,629 $1.8M
Linden Thomas Advisory Services, LLC 0.28% Add +4.2% 14,616 $1.8M
Wintrust Investments LLC 0.14% Add +0.7% 14,355 $1.8M
Pittenger & Anderson Inc. 0.07% Reduce -1.6% 14,325 $1.8M
Thoroughbred Financial Services, LLC 0.12% Add +34.9% 14,314 $1.8M
Laird Norton Wetherby Wealth Management, LLC 0.08% Add +5.7% 14,295 $1.8M
River Street Advisors LLC 1.10% Add +4.5% 14,275 $1.8M
Campbell Capital Management Inc. 0.76% Reduce -5.0% 14,247 $1.8M
Conway Capital Management, Inc. 0.89% Reduce -3.2% 14,241 $1.8M
Vestcor Inc 0.06% Add +8.8% 14,237 $1.8M
Pearl River Capital, LLC 0.28% New 14,227 $1.8M
Bryn Mawr Trust Advisors, LLC 0.10% Add +11.1% 13,965 $1.8M
Redmond Asset Management, LLC 0.58% Reduce -4.7% 14,186 $1.8M
Accel Wealth Management 0.70% Reduce -0.6% 14,168 $1.8M
Citizens Financial Group Inc. 0.04% Add +538.8% 14,112 $1.7M
Independent Solutions Wealth Management, LLC 0.40% Add +2.5% 14,079 $1.7M
Mitchell & Pahl Private Wealth, LLC 0.92% Reduce -0.5% 14,077 $1.7M
Summit Trail Advisors, LLC 0.05% Add +5.4% 14,061 $1.7M
Chickasaw Capital Management LLC 0.08% Add +0.1% 14,049 $1.7M
Frank, Rimerman Advisors LLC 0.12% New 13,989 $1.7M
Keybank National Association 0.01% Reduce -0.6% 13,914 $1.7M
Teacher Retirement System of Texas 0.01% Reduce -23.1% 13,896 $1.7M
Zevenbergen Capital Investments LLC 0.04% Reduce -2.4% 13,885 $1.7M
Harbor Capital Advisors, Inc. 0.13% Add +0.2% 13,862 $1.7M
Patrick M Sweeney & Associates, Inc. 1.39% Add +0.6% 13,840 $1.7M
Sowell Financial Services LLC 0.08% Reduce -4.6% 13,837 $1.7M
First Trust Direct Indexing L.P. 0.11% Add +17.2% 13,818 $1.7M
Caz Investments LP 2.51% No change 13,800 $1.7M
Accretive Wealth Partners, LLC 0.71% Add +1.0% 13,758 $1.7M
Robeco Institutional Asset Management B.V. 0.00% Reduce -1.8% 13,676 $1.7M
Signaturefd, LLC 0.03% Add +0.6% 13,615 $1.7M
Matrix Private Capital Group LLC 1.05% Reduce -0.5% 13,554 $1.7M
Lodestone Wealth Management LLC 0.88% Add +0.2% 13,536 $1.7M
Arete Wealth Advisors, LLC 0.14% Reduce -31.1% 13,525 $1.7M
Smith, Moore & Co. 0.17% Reduce -1.0% 13,435 $1.7M
Arkadios Wealth Advisors 0.11% Add +11.3% 13,369 $1.7M
Greenwood Capital Associates LLC 0.22% Add +24.4% 13,292 $1.6M
First United Bank & Trust 0.61% Reduce -0.4% 13,245 $1.6M
Klingman & Associates, LLC 0.11% Reduce -1.5% 13,202 $1.6M
New Vernon Investment Management LLC 2.12% No change 13,201 $1.6M
Bison Wealth, LLC 0.27% No change 12,436 $1.6M
Dimension Capital Management LLC 0.33% Reduce -0.6% 13,182 $1.6M
L.M. Kohn & Company 0.44% Add +1.1% 13,129 $1.6M
Procyon Advisors, LLC 0.12% Add +8.9% 13,058 $1.6M
Orange Investment Advisors, Inc. 0.21% Add +2.3% 13,149 $1.6M
Westside Investment Management, Inc. 0.37% Reduce -0.0% 12,965 $1.6M
GTS Securities LLC 0.03% New 12,928 $1.6M
Brandywine Oak Private Wealth LLC 0.16% Reduce -25.8% 12,919 $1.6M
Edmond DE Rothschild Holding S.A. 0.03% Add +20.8% 12,876 $1.6M
Rwa Wealth Partners, LLC 0.02% Add +5.8% 12,853 $1.6M
Beacon Investment Advisory Services, Inc. 0.07% Reduce -0.2% 12,850 $1.6M
Carolinas Wealth Consulting LLC 0.31% Reduce -0.1% 12,842 $1.6M
Bank Ozk 0.69% Add +11.8% 12,828 $1.6M
Perbak Capital Partners LLP 0.47% New 12,758 $1.6M
Mirabella Financial Services LLP 0.13% Reduce -49.8% 12,720 $1.6M
Norway Savings Bank 0.90% Add +12.6% 12,688 $1.6M
DRW Securities, LLC 0.10% New 12,610 $1.6M
CENTRAL TRUST Co 0.04% Add +30.6% 12,596 $1.6M
Horizon Investments, LLC 0.04% Reduce -0.3% 12,555 $1.5M
UMB Bank, n.a. 0.03% Reduce -5.3% 12,430 $1.5M
Brave Asset Management Inc. 0.39% No change 12,419 $1.5M
Investors Asset Management of Georgia Inc. /Ga/ 0.75% Reduce -0.2% 12,415 $1.5M
Valeo Financial Advisors, LLC 0.05% Reduce -1.3% 12,328 $1.5M
Diversify Wealth Management, LLC 0.19% — 11,784 $1.5M
Choate Investment Advisors 0.04% Reduce -8.3% 12,318 $1.5M
Vontobel Holding Ltd. 0.00% Reduce -4.2% 12,304 $1.5M
U S Global Investors Inc. 0.14% New 12,300 $1.5M
Xcel Wealth Management, LLC 0.48% No change 12,293 $1.5M
Segment Wealth Management, LLC 0.11% No change 12,260 $1.5M
Praxis Investment Management Inc. 0.10% No change 12,970 $1.5M
Fortis Capital Advisors, LLC 0.55% Add +229.6% 12,212 $1.5M
Hilltop National Bank 0.49% Add +6.5% 12,193 $1.5M
Modern Wealth Management, LLC 0.11% Add +63.1% 12,191 $1.5M
Crescent Grove Advisors, LLC 0.17% Reduce -0.1% 12,189 $1.5M
Hilltop Holdings Inc. 0.18% Add +17.2% 12,186 $1.5M
Marcum Wealth, LLC 0.15% Reduce -1.8% 12,121 $1.5M
Capital Investment Advisors, LLC 0.03% Reduce -19.7% 12,109 $1.5M
AlphaCore Capital LLC 0.36% Reduce -6.9% 12,101 $1.5M
TCTC Holdings, LLC 0.05% New 12,000 $1.5M
Hollencrest Capital Management 0.07% Add +0.1% 11,967 $1.5M
Eisler Capital (US) LLC 0.28% New 11,913 $1.5M
Sandbox Financial Partners, LLC 0.56% Add +0.9% 11,880 $1.5M
DoubleLine ETF Adviser LP 0.39% Reduce -2.4% 11,867 $1.5M
Private Trust Co. NA 0.16% Reduce -2.6% 11,834 $1.5M
Missouri Trust & Investment Co 0.55% Add +12.0% 11,815 $1.5M
Welch & Forbes LLC 0.02% Add +4.5% 12,024 $1.5M
Benjamin F. Edwards & Company, Inc. 0.03% Add +1.5% 11,770 $1.5M
Good Life Advisors, LLC 0.12% Reduce -3.5% 11,708 $1.4M
Castle Rock Wealth Management, LLC 0.36% Add +3.1% 11,743 $1.4M
Citizens & Northern Corp. 0.45% Reduce -5.0% 11,594 $1.4M
Avity Investment Management Inc. 0.12% No change 11,585 $1.4M
Clarius Group, LLC 0.10% Add +1.5% 11,570 $1.4M
Spirit of America Management Corp. 0.29% No change 11,550 $1.4M
Blueshift Asset Management, LLC 0.48% New 11,507 $1.4M
Privium Fund Management (UK) Ltd 0.55% New 11,500 $1.4M
Douglass Winthrop Advisors, LLC 0.03% Reduce -7.6% 11,436 $1.4M
Angeles Wealth Management, LLC 0.13% Reduce -1.0% 11,417 $1.4M
Sfmg, LLC 0.12% Reduce -17.6% 11,358 $1.4M
Walter & Keenan Wealth Management LLC /in/ 0.45% Reduce -1.5% 11,307 $1.4M
Prio Wealth Limited Partnership 0.04% Reduce -1.0% 11,266 $1.4M
Moseley Investment Management Inc. 0.65% Add +0.7% 11,239 $1.4M
Qtron Investments LLC 0.20% No change 11,209 $1.4M
Morse Asset Management, Inc 0.34% Add +0.1% 11,152 $1.4M
Nicolet Advisory Services, LLC 0.13% Add +7.7% 11,088 $1.4M
Waterfront Wealth Inc. 0.37% No change 11,100 $1.4M
RDA Financial Network 0.45% Reduce -0.3% 11,083 $1.4M
Moneta Group Investment Advisors LLC 0.02% Add +13.1% 11,028 $1.4M
Legacy Advisors, LLC 0.17% Reduce -2.7% 11,022 $1.4M
Scientech Research LLC 0.28% New 11,019 $1.4M
Almanack Investment Partners, LLC. 0.23% Add +0.0% 11,013 $1.4M
Ar Asset Management Inc. 0.33% No change 11,000 $1.4M
Confluence Investment Management LLC 0.02% No change 11,000 $1.4M
Fulton Bank, N.A. 0.06% Add +2.2% 10,981 $1.4M
Carson Advisory Inc. 0.95% No change 10,965 $1.4M
TBH Global Asset Management, LLC 0.30% Add +3.8% 10,940 $1.4M
CenterStar Asset Management, LLC 2.03% Add +343.3% 10,919 $1.4M
Profund Advisors LLC 0.05% Reduce -2.7% 10,906 $1.4M
Heritage Investors Management Corp. 0.05% Reduce -6.3% 10,904 $1.4M
Sunpointe, LLC 0.88% New 10,899 $1.3M
Mather Group, Llc. 0.02% Add +44.3% 10,264 $1.3M
Shepherd Kaplan Krochuk, LLC 1.05% Reduce -5.5% 10,762 $1.3M
WoodTrust Financial Corp 0.21% Add +269.9% 10,759 $1.3M
Sheets Smith Wealth Management 0.16% No change 10,734 $1.3M
Renaissance Investment Group LLC 0.29% Reduce -11.7% 10,929 $1.3M
Prudential PLC 0.01% No change 10,686 $1.3M
Lecap Asset Management Ltd. 0.28% New 10,616 $1.3M
Moody National Bank Trust Division 0.10% No change 10,582 $1.3M
Country Club Bank 0.09% No change 10,485 $1.3M
Beaumont Financial Advisors, LLC 0.10% Reduce -7.2% 10,504 $1.3M
Fortem Financial Group, LLC 0.56% Add +4.0% 10,504 $1.3M
SeaCrest Wealth Management, LLC 0.15% Add +11.3% 10,486 $1.3M
Hall Capital Management Co. Inc. 0.62% Add +12.8% 10,479 $1.3M
E&G Advisors, LLC 0.38% No change 10,484 $1.3M
Godshalk Welsh Capital Management, Inc. 0.86% Reduce -0.5% 10,380 $1.3M
Chapin Davis, Inc. 0.44% Reduce -1.3% 10,344 $1.3M
FRG Family Wealth Advisors LLC 0.25% Add +0.0% 9,808 $1.3M
Cravens & Co Advisors, LLC 0.95% Add +28.7% 10,316 $1.3M
Zhang Financial LLC 0.09% Reduce -4.7% 10,301 $1.3M
Merit Financial Group, LLC 0.03% Add +13.3% 10,230 $1.3M
NorthRock Partners, LLC 0.05% Add +0.1% 10,147 $1.3M
United Bank 0.63% Add +2.5% 10,127 $1.3M
AE Wealth Management LLC 0.01% Add +100.5% 10,119 $1.3M
King Luther Capital Management Corp. 0.01% Reduce -1.7% 10,118 $1.3M
HUB Investment Partners, LLC 0.06% Add +13.2% 10,060 $1.2M
Curated Wealth Partners LLC 0.17% — 10,049 $1.2M
Donald L. Hagan, LLC 0.66% No change 10,000 $1.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.21% Reduce -2.1% 9,989 $1.2M
Davis Investment Partners, LLC 0.51% No change 9,540 $1.2M
Freestone Capital Holdings, LLC 0.04% Add +37.8% 9,904 $1.2M
TD Private Client Wealth LLC 0.04% Add +7.4% 9,863 $1.2M
Sandy Cove Advisors, LLC 0.54% Add +0.7% 9,802 $1.2M
Ayrshire Capital Management LLC 0.61% Add +1.7% 9,739 $1.2M
Virginia Wealth Management Group, Inc. 1.09% Reduce -1.0% 9,677 $1.2M
Gratus Wealth Advisors, LLC 0.21% Add +2.9% 8,625 $1.2M
LBMC Investment Advisors, LLC 0.10% Add +0.0% 9,653 $1.2M
Vident Advisory, LLC 0.03% Add +5.1% 9,629 $1.2M
Mayflower Financial Advisors, LLC 0.20% Add +15.2% 9,629 $1.2M
RMR Wealth Builders 0.14% Reduce -15.5% 9,538 $1.2M
Mattson Financial Services, LLC 0.42% — 9,506 $1.2M
Farther Finance Advisors, LLC 0.06% Add +33.7% 9,578 $1.2M
Jefferies Financial Group Inc. 0.02% Reduce -55.1% 9,449 $1.2M
Horizon Kinetics Asset Management LLC 0.02% Reduce -1.1% 9,410 $1.2M
Performance Wealth Partners, LLC 0.04% Reduce -92.4% 9,331 $1.2M
Legacy Capital Wealth Partners, LLC 0.29% New 9,305 $1.2M
Ballentine Partners, LLC 0.02% Reduce -7.1% 9,305 $1.2M
Meitav Investment House Ltd. 0.02% Add +2.9% 9,302 $1.2M
Samjo Management, LLC 0.43% Add +1.1% 9,300 $1.2M
Everpar Advisors LLC 0.58% Reduce -1.5% 9,298 $1.2M
Aspen Grove Capital, LLC 0.27% Add +0.0% 9,280 $1.1M
Ritholtz Wealth Management 0.04% Add +2.2% 9,270 $1.1M
Harmony Asset Management LLC 0.48% Add +6.9% 9,248 $1.1M
Altus Wealth Group LLC 0.57% Reduce -3.2% 9,231 $1.1M
First Pacific Financial 0.29% Add +3.2% 9,225 $1.1M
Cornerstone National Bank & Trust Co 0.55% Add +6.9% 9,126 $1.1M
RW Investment Management LLC 0.15% No change 9,100 $1.1M
Jacobi Capital Management LLC 0.10% Reduce -1.4% 9,092 $1.1M
IHT Wealth Management, LLC 0.04% Reduce -9.1% 9,043 $1.1M
Investment Partners Asset Management, Inc. 0.99% Reduce -0.2% 8,983 $1.1M
Baxter Bros Inc. 0.15% Add +1.1% 8,959 $1.1M
Tradition Wealth Management, LLC 0.11% Reduce -3.5% 8,939 $1.1M
Kathmere Capital Management, LLC 0.12% Add +0.8% 8,916 $1.1M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -20.2% 8,913 $1.1M
LMG Wealth Partners, LLC 0.28% Add +6.0% 8,911 $1.1M
First Dallas Securities Inc. 0.48% Reduce -9.9% 8,841 $1.1M
HBK Sorce Advisory LLC 0.04% Add +0.4% 8,834 $1.1M
17 Capital Partners, LLC 0.78% Reduce -26.2% 8,831 $1.1M
Pictet North America Advisors SA 0.12% No change 8,800 $1.1M
Cornercap Investment Counsel Inc. 0.18% New 8,772 $1.1M
Bokf, NA 0.02% Add +12.0% 8,764 $1.1M
Sabal Trust CO 0.06% Reduce -9.8% 8,749 $1.1M
Advisor OS, LLC 0.12% Reduce -7.7% 8,735 $1.1M
Pennsylvania Capital Management Inc. 0.42% Reduce -0.1% 8,697 $1.1M
MIdWestOne Financial Group, Inc. 0.19% Add +6.0% 8,694 $1.1M
Diversified Trust Co. 0.03% Reduce -19.2% 8,661 $1.1M
First National Trust Co 0.04% Add +0.1% 8,635 $1.1M
Nicolet Bankshares Inc. 0.22% Reduce -1.6% 8,566 $1.1M
Level Four Advisory Services, LLC 0.05% Reduce -15.2% 8,555 $1.1M
HRT Financial LP 0.01% Reduce -98.6% 8,532 $1.1M
McElhenny Sheffield Capital Management, LLC 0.36% No change 8,519 $1.1M
Apexium Financial, LP 0.08% Reduce -0.3% 8,505 $1.1M
Legacy Capital Group California, Inc. 0.38% Reduce -4.2% 8,425 $1.0M
Trust Asset Management LLC 0.09% No change 8,305 $1.0M
Verdence Capital Advisors LLC 0.09% Reduce -23.8% 8,291 $1.0M
Forum Financial Management, LP 0.02% Add +1.3% 8,290 $1.0M
Simplex Trading, LLC 0.03% New 8,277 $1.0M
PBMares Wealth Management LLC 0.25% Add +3.1% 8,253 $1.0M
Litman Gregory Wealth Management LLC 0.09% No change 8,250 $1.0M
Tectonic Advisors LLC 0.07% Add +0.7% 8,130 $1.0M
Apella Capital, LLC 0.04% Reduce -0.1% 8,278 $1.0M
Kirtland Hills Capital Management, LLC 0.84% Reduce -0.3% 8,107 $1.0M
Union Savings Bank 0.52% Reduce -2.2% 8,055 $997K
Hexagon Capital Partners LLC 0.22% Add +1.2% 8,010 $992K
Seelaus Asset Management LLC 1.03% Add +0.0% 8,004 $991K
Lowe Brockenbrough & Co. Inc. 0.07% No change 7,981 $988K
Callan Capital, LLC 0.08% Add +21.1% 7,968 $986K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +5.1% 7,959 $985K
Strategic Blueprint, LLC 0.07% Reduce -5.6% 7,906 $979K
Azimuth Capital Investment Management LLC 0.04% No change 7,902 $978K
LBP Am SA 0.04% Add +11.3% 7,868 $974K
Ascent Group, LLC 0.08% Add +55.0% 7,843 $971K
Arax Advisory Partners 0.09% Add +2.7% 7,780 $963K
Latash Investments, LLC 0.78% Reduce -11.4% 7,774 $962K
Dynamic Advisor Solutions LLC 0.03% Reduce -15.2% 7,764 $961K
Element Wealth, LLC 0.54% Add +11.8% 7,728 $957K
Harbor Advisors LLC 0.17% No change 7,700 $953K
Heirloom Wealth Management 0.31% Add +0.1% 7,688 $952K
Bailard, Inc. 0.03% No change 7,685 $951K
Old North State Trust, LLC 0.82% Add +4.8% 7,683 $951K
Brown Miller Wealth Management, LLC 0.39% Reduce -0.2% 7,641 $946K
Sage Rhino Capital LLC 0.23% Add +0.6% 7,616 $943K
Harbour Investments, Inc. 0.03% Add +6.6% 7,594 $940K
Ameritas Investment Partners, Inc. 0.03% Reduce -9.2% 7,520 $931K
Voya Financial Advisors, Inc. 0.10% Add +1.0% 7,476 $928K
Cigna Investments Inc. 0.17% Reduce -0.7% 7,488 $927K
Financial Counselors Inc. 0.01% Reduce -1.1% 7,461 $924K
RFG Advisory, LLC 0.03% Reduce -26.8% 7,447 $922K
Sippican Capital Advisors 0.73% No change 7,414 $918K
Benchmark Financial Wealth Advisors, LLC 0.34% Add +0.7% 7,402 $916K
LCNB Corp. 0.34% Add +1.1% 7,336 $908K
Mission Wealth Management, LP 0.02% Add +59.6% 7,321 $906K
Deerfield Management Company, L.P. 0.02% New 7,312 $905K
TrinityBridge Ltd 0.03% Add +5.3% 7,302 $904K
Kensington Investment Counsel, LLC 0.40% Add +17.2% 7,288 $902K
Hudson Edge Investment Partners Inc. 0.17% No change 7,283 $902K
Summit Financial, LLC 0.04% Add +89.6% 7,283 $902K
Walker Asset Management, LLC 0.60% Add +0.7% 7,247 $897K
Westwood Wealth Management 0.35% New 7,175 $888K
JTC Employer Solutions Trustee Ltd 0.06% No change 7,160 $887K
NCM Capital Management, LLC 0.46% Reduce -2.1% 7,148 $885K
Ransom Advisory, Ltd 0.44% No change 7,137 $884K
Excalibur Management Corp. 0.36% Add +0.7% 7,131 $883K
AdvisorNet Financial, Inc 0.08% Add +17.6% 7,118 $881K
DF Dent & Co. Inc. 0.01% No change 7,112 $880K
Aptus Capital Advisors, LLC 0.02% Add +9.6% 7,104 $879K
HHM Wealth Advisors, LLC 0.13% Add +445.1% 7,103 $879K
Linscomb Wealth, Inc. 0.05% Add +1.5% 7,098 $879K
Highland Capital Management, LLC 0.05% Reduce -1.6% 7,098 $879K
Empire Financial Management Company, LLC 0.29% No change 7,087 $877K
Lokken Investment Group LLC 0.41% Add +0.0% 7,081 $877K
WealthTrust Axiom LLC 0.29% Add +0.3% 7,074 $876K
Element Pointe Advisors, LLC 0.22% No change 7,041 $872K
NBT Bank, N.A. 0.06% Add +2.1% 7,035 $871K
Wolverine Trading, LLC 0.01% Reduce -75.7% 7,025 $870K
Panagora Asset Management Inc. 0.00% Reduce -52.7% 7,024 $870K
Cladis Investment Advisory, LLC 0.63% No change 7,000 $867K
CW Advisors, LLC 0.01% Reduce -74.5% 6,972 $863K
Sound View Wealth Advisors Group, LLC 0.09% Add +1.6% 6,967 $862K
Herold Advisors, Inc. 0.20% Add +0.1% 6,958 $861K
Jeppson Wealth Management, LLC 0.33% Reduce -1.9% 6,943 $860K
OMC Financial Services LTD 0.40% Add +108.8% 6,929 $858K
Schmidt P J Investment Management Inc. 0.15% Add +0.7% 6,822 $845K
M&R Capital Management Inc. 0.20% Reduce -10.8% 6,777 $839K
Executive Wealth Management, LLC 0.15% Add +12.8% 6,742 $835K
PGIM Custom Harvest LLC 0.02% New 6,741 $835K
Annex Advisory Services, LLC 0.03% Reduce -76.7% 6,733 $834K
Sage Mountain Advisors LLC 0.08% Reduce -29.8% 6,701 $830K
Newman Dignan & Sheerar, Inc. 0.21% Reduce -14.2% 6,687 $828K
Sunbelt Securities, Inc. 0.08% Add +3.3% 6,673 $826K
Beaumont Asset Management, L.L.C. 0.53% Add +1.3% 6,672 $826K
Forte Capital LLC 0.10% Reduce -1.6% 6,671 $826K
Haverford Trust Co 0.01% Reduce -0.5% 6,666 $825K
Community Financial Services Group, LLC 0.18% Reduce -2.2% 6,665 $825K
NTV Asset Management LLC 0.12% Add +0.4% 6,640 $822K
Sweeney & Michel, LLC 0.35% Reduce -0.2% 6,695 $812K
Prentice Wealth Management LLC 0.26% Reduce -2.0% 6,545 $810K
Powell Investment Advisors, LLC 0.42% Add +18.6% 6,544 $810K
Curbstone Financial Management Corp 0.18% Add +23.7% 6,530 $808K
Illinois Municipal Retirement Fund 0.01% No change 6,527 $808K
Inscription Capital, LLC 0.13% Add +2.2% 6,488 $803K
LRI Investments, LLC 0.09% Add +34.4% 6,468 $801K
Aviso Wealth Management 0.47% No change 6,398 $792K
Hunting Hill Global Capital, LLC 0.39% No change 6,358 $787K
Quadrant Private Wealth Management, LLC 0.18% Add +0.1% 6,356 $787K
JFS Wealth Advisors, LLC 0.06% Reduce -30.3% 6,353 $786K
Northwest Bank & Trust Co 0.66% Reduce -5.1% 6,340 $785K
Purus Wealth Management, LLC 0.35% Add +0.8% 6,330 $784K
Blue Trust, Inc. 0.01% Add +936.2% 5,958 $783K
Cullen Investment Group, LTD. 0.12% Add +0.4% 6,318 $782K
Coldstream Capital Management Inc. 0.02% Reduce -5.3% 6,316 $782K
Financial Advocates Investment Management 0.05% Reduce -19.3% 6,309 $781K
Leo Wealth, LLC 0.08% Add +4.5% 6,340 $781K
Sax Wealth Advisors, LLC 0.07% Add +6.0% 6,306 $781K
Focus Financial Network, Inc. 0.03% Reduce -0.0% 5,786 $780K
Jmac Enterprises LLC 0.14% No change 6,300 $780K
Boltwood Capital Management 0.24% Add +1.7% 6,276 $777K
Brookstone Capital Management 0.01% Reduce -31.0% 5,750 $775K
Gilliland Jeter Wealth Management LLC 0.26% Add +0.0% 6,212 $769K
Wedmont Private Capital 0.05% Add +6.4% 5,947 $769K
Westwood Holdings Group Inc. 0.01% Add +0.5% 6,202 $768K
Advisory Research Inc. 0.14% No change 6,167 $763K
LM Advisors LLC 0.15% Reduce -17.5% 6,162 $763K
Csenge Advisory Group 0.04% Add +4.2% 6,158 $762K
Per Stirling Capital Management, LLC. 0.12% Add +0.2% 6,152 $762K
Global Wealth Management Investment Advisory, Inc. 0.18% Add +0.8% 6,124 $758K
Brighton Jones LLC 0.02% Add +3.9% 6,079 $753K
Gladstone Institutional Advisory LLC 0.04% Add +7.4% 6,065 $751K
Hodges Capital Management Inc. 0.05% Reduce -23.5% 6,025 $746K
Cullen Capital Management, LLC 0.01% No change 6,005 $743K
Naviter Wealth, LLC 0.11% No change 6,003 $743K
First PREMIER Bank 0.20% No change 6,000 $743K
Supplemental Annuity Collective Trust of NJ 0.23% No change 6,000 $743K
Cantor Fitzgerald Investment Advisors L.P. 0.06% No change 6,000 $743K
Sciencast Management LP 0.26% New 5,996 $742K
Virtue Capital Management, LLC 0.13% Reduce -21.2% 5,150 $742K
Fifth Third Wealth Advisors LLC 0.06% New 5,976 $740K
Ausdal Financial Partners, Inc. 0.08% Add +1.3% 5,958 $738K
Bank Hapoalim BM 0.11% Reduce -29.4% 5,943 $736K
Ellevest, Inc. 0.04% Add +9.8% 5,886 $729K
Nicholas Wealth, LLC. 0.52% Add +17.1% 5,877 $728K
CreativeOne Wealth, LLC 0.04% Add +3.7% 5,866 $726K
Octavia Wealth Advisors, LLC 0.10% Add +8.6% 5,864 $726K
Tyche Wealth Partners LLC 0.18% Add +0.1% 5,854 $725K
M3 Advisory Group, LLC 0.60% Add +39.8% 5,853 $725K
Van Cleef Asset Management,Inc 0.09% No change 5,850 $724K
Shelton Capital Management 0.02% No change 5,844 $723K
Redhawk Wealth Advisors, Inc. 0.11% Reduce -3.6% 5,831 $722K
Prosperity Consulting Group, LLC 0.10% Reduce -29.5% 5,823 $721K
Brown Financial Advisors 0.32% — 5,814 $720K
Claro Advisors Inc. 0.11% Reduce -1.2% 5,804 $719K
OMNI 360 Wealth, Inc. 0.55% Add +2.1% 5,803 $718K
Busey Bank 0.02% No change 5,765 $714K
CHICAGO TRUST Co NA 0.14% Add +0.2% 5,760 $713K
Franklin Street Advisors Inc. 0.05% Add +16.5% 5,754 $712K
Riverview Capital Advisers, LLC 0.24% No change 5,745 $711K
Next Capital Management LLC 0.30% Reduce -2.8% 5,730 $709K
Southland Equity Partners LLC 0.20% Reduce -22.1% 5,728 $709K
Samalin Investment Counsel, LLC 0.33% Add +0.0% 5,724 $709K
Garda Capital Partners LP 0.38% New 5,699 $706K
Realta Investment Advisors 0.14% Add +4.9% 5,697 $705K
Lindbrook Capital, LLC 0.07% Add +27.1% 5,678 $703K
Moneco Advisors, LLC 0.10% Reduce -2.6% 5,658 $701K
Old Port Advisors 0.21% Add +2.0% 5,653 $700K
Mill Creek Capital Advisors, LLC 0.02% Reduce -1.1% 5,652 $700K
Old National Bancorp 0.02% Add +1.8% 5,646 $699K
M Holdings Securities, Inc. 0.09% New 5,608 $694K
Cordgrass Capital Advisors, LLC 0.22% No change 5,579 $691K
Gilman Hill Asset Management, LLC 0.12% No change 5,570 $690K
Augustine Asset Management Inc. 0.27% Reduce -0.7% 5,567 $689K
FFT Wealth Management LLC 0.06% Add +4.4% 5,555 $688K
Galvin, Gaustad & Stein, LLC 0.06% Reduce -7.0% 5,529 $684K
Clifford Swan Investment Counsel LLC 0.03% Reduce -1.5% 5,516 $683K
TFB Advisors LLC 0.22% Add +27.6% 5,499 $681K
Sheaff Brock Investment Advisors, LLC 0.06% Reduce -24.8% 5,493 $680K
Gables Capital Management Inc. 0.35% Reduce -19.9% 5,470 $677K
McDonald Partners LLC 0.18% No change 5,438 $673K
Cooper Financial Group 0.10% Reduce -27.5% 5,438 $673K
Heritage Wealth Advisors 0.03% No change 5,421 $671K
Accurate Wealth Management, LLC 0.16% Add +2.5% 5,063 $670K
Andra AP-fonden 0.01% New 5,400 $669K
Bar Harbor Wealth Management 0.04% Add +118.0% 5,383 $666K
Seamount Financial Group Inc. 0.54% Add +7.6% 5,373 $665K
Worth Financial Advisory Group, LLC 0.44% Add +5.1% 5,367 $664K
Salem Investment Counselors Inc. 0.02% Add +8.1% 5,365 $664K
Leonteq Securities AG 0.09% No change 5,363 $664K
Quad-Cities Investment Group, LLC 0.37% Reduce -2.3% 5,351 $662K
Burns J W & Co. Inc. 0.09% No change 5,325 $659K
Avalon Capital Management 0.21% No change 5,320 $659K
GAMMA Investing LLC 0.09% Add +16.1% 5,318 $658K
Ironsides Asset Advisors, LLC 0.22% No change 5,300 $656K
TRUE Private Wealth Advisors 0.07% No change 5,296 $656K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -6.7% 5,293 $655K
Alpha Cubed Investments, LLC 0.03% Reduce -8.6% 5,287 $655K
Visionary Wealth Advisors 0.04% Add +0.1% 5,272 $653K
Lanark Financial, Inc. 0.06% Reduce -4.9% 5,271 $652K
Kozak & Associates, Inc. 0.16% No change 5,282 $652K
Revolve Wealth Partners, LLC 0.11% Add +0.1% 5,236 $648K
Meridian Wealth Advisors, LLC 0.12% No change 5,235 $648K
Roble, Belko & Company, Inc 0.11% No change 5,229 $647K
Lebenthal Global Advisors, LLC 0.14% Add +14.5% 5,223 $647K
IAM Advisory, LLC 0.17% Reduce -19.6% 5,202 $644K
Harvest Fund Management Co., Ltd 0.05% Add +8.3% 5,202 $644K
Smithfield Trust Co 0.03% Add +0.5% 5,210 $644K
Verus Capital Partners, LLC 0.07% Add +1.5% 5,171 $640K
Mark Sheptoff Financial Planning, LLC 0.36% No change 5,150 $638K
Trust Point Inc. 0.05% Reduce -4.7% 5,144 $637K
McKinley Carter Wealth Services, Inc. 0.04% Add +0.3% 5,116 $633K
Viawealth, LLC 0.39% Reduce -9.3% 5,081 $629K
Fairscale Capital, LLC 0.56% — 4,589 $629K
TruWealth Advisors, LLC 0.04% Add +5.2% 5,063 $627K
Paloma Partners Management Co 0.07% Reduce -76.0% 5,040 $624K
Willner & Heller, LLC 0.59% Reduce -2.6% 5,003 $619K
LSP Investment Advisors, LLC 0.35% No change 5,000 $619K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -10.1% 4,493 $619K
LexAurum Advisors, LLC 0.15% Reduce -10.7% 4,994 $618K
WBH Advisory Inc. 0.06% Reduce -0.1% 4,992 $618K
Fisher Asset Management 0.00% Reduce -15.7% 4,975 $616K
Atlantic Union Bankshares Corp 0.04% Reduce -0.8% 4,972 $616K
Gridiron Partners, LLC 0.39% No change 4,948 $613K
Davis R M Inc. 0.01% Add +0.3% 4,948 $613K
First Foundation Advisors 0.02% Reduce -28.3% 4,929 $610K
VAUGHAN & Co SECURITIES, INC. 0.38% Reduce -0.9% 4,914 $608K
Certuity, LLC 0.05% Reduce -7.8% 4,902 $607K
Schonfeld Strategic Advisors LLC 0.00% Reduce -97.7% 4,898 $606K
Geneos Wealth Management Inc. 0.03% Reduce -3.3% 4,890 $605K
Premier Path Wealth Partners, LLC 0.10% Add +9.7% 4,881 $604K
1620 Investment Advisors, Inc. 0.47% Add +1368.3% 4,860 $602K
Ameliora Wealth Management Ltd. 0.27% Reduce -3.0% 4,860 $602K
MGB Wealth Management, LLC 0.22% No change 4,625 $598K
UNIVEST FINANCIAL Corp 0.17% Add +30.9% 4,826 $597K
Zacks Investment Management 0.01% Reduce -1.2% 4,824 $597K
United Advisor Group, LLC 0.18% Add +93.2% 4,796 $594K
Avestar Capital, LLC 0.07% Add +39.3% 4,789 $593K
Arcus Capital Partners, LLC 0.23% Add +0.7% 4,783 $592K
SageView Advisory Group, LLC 0.04% Add +6.5% 4,764 $590K
Coordinated Financial Services, Inc. 0.51% Reduce -1.8% 4,754 $589K
Benjamin Edwards Inc. 0.11% Reduce -2.1% 4,738 $587K
Birinyi Associates Inc. 0.17% Add +0.1% 4,712 $583K
Alan B Lancz & Associates, Inc. 0.58% — 4,700 $582K
Perkins Coie Trust Co 0.14% No change 4,697 $581K
Silverlake Wealth Management LLC 0.24% Reduce -0.4% 4,672 $578K
Clear Creek Financial Management, LLC 0.07% Add +6.0% 4,663 $577K
San Luis Wealth Advisors LLC 0.14% Add +2.2% 4,651 $576K
Checchi Capital Advisers, LLC 0.05% Add +5.9% 4,651 $576K
Greenleaf Trust 0.01% Add +2.7% 4,649 $576K
Kovack Advisors, Inc. 0.06% Reduce -66.2% 4,614 $571K
Simon Quick Advisors, LLC 0.04% Add +5.8% 4,609 $571K
Intrua Financial, LLC 0.09% Reduce -9.7% 4,606 $570K
Continuum Advisory, LLC 0.08% Add +0.1% 4,601 $570K
BSW Wealth Partners 0.09% Add +0.6% 4,584 $567K
Lewis Asset Management, LLC 0.43% Reduce -30.3% 4,534 $561K
MJP Associates Inc. 0.12% Reduce -1.6% 4,520 $560K
Eisler Capital (UK) Ltd. 0.18% Add +17.6% 4,502 $557K
Gradient Capital Advisors, LLC 0.20% No change 4,487 $555K
NorthStar Asset Management LLC 0.38% Reduce -10.3% 4,481 $555K
Alerus Financial NA 0.04% No change 4,473 $554K
Angeles Investment Advisors, LLC 0.03% Reduce -7.4% 4,468 $553K
KMG Fiduciary Partners, LLC 0.05% No change 4,430 $548K
Avory & Company, LLC 0.38% Add +0.2% 4,407 $546K
HCR Wealth Advisors 0.08% Add +12.2% 4,399 $545K
Westover Capital Advisors, LLC 0.14% New 4,391 $544K
Wimmer Associates 1, LLC 0.28% No change 4,343 $538K
Mayfair Advisory Group, LLC 0.36% No change 4,149 $537K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Add +20.8% 4,325 $535K
Trajan Wealth LLC 0.03% Reduce -7.0% 4,316 $534K
WNY Asset Management, LLC 0.07% Reduce -15.6% 4,305 $533K
Chemistry Wealth Management LLC 0.14% Add +0.7% 4,286 $531K
First Hawaiian Bank 0.02% Reduce -37.5% 4,277 $529K
Cora Capital Advisors LLC 0.27% Reduce -0.6% 4,264 $528K
Caprock Group, LLC 0.02% Reduce -19.9% 4,260 $527K
Financial Partners Group, Inc 0.08% Reduce -13.5% 4,239 $525K
Soltis Investment Advisors LLC 0.06% Add +0.3% 4,234 $524K
Curi Capital, LLC 0.01% Reduce -47.6% 4,225 $523K
First American Trust, FSB 0.05% Add +4.3% 4,222 $523K
Bienville Capital Management, LLC 0.12% No change 4,202 $520K
Operose Advisors LLC 0.18% Add +0.4% 4,198 $520K
Morningstar Investment Services LLC 0.01% Add +11.0% 4,158 $516K
Paragon Private Wealth Management, LLC 0.29% Reduce -2.6% 4,168 $516K
Sweet Financial Partners, LLC 0.12% Add +0.0% 4,156 $515K
Morton Capital Management LLC 0.12% Reduce -1.9% 4,145 $513K
Logan Capital Management Inc. 0.02% No change 4,125 $511K
Montecito Bank & Trust 0.10% Reduce -8.4% 4,109 $509K
Moloney Securities Asset Management, LLC 0.07% Reduce -10.8% 4,082 $505K
Stratos Investment Management, LLC 0.04% Add +3.8% 4,052 $502K
Spinnaker Investment Group, LLC 0.14% Reduce -3.0% 4,047 $501K
Partners Capital Investment Group, LLP 0.01% New 4,036 $500K
Tandem Investment Advisors, Inc. 0.02% Add +2.5% 4,020 $498K
Regatta Capital Group, LLC 0.11% Add +0.7% 4,001 $495K
Colonial River Investments, LLC 0.27% No change 3,993 $494K
Trueblood Wealth Management, LLC 0.28% No change 3,985 $493K
Vanguard Capital Wealth Advisors 0.33% Reduce -6.3% 3,980 $493K
Sapient Capital LLC 0.01% Reduce -7.0% 3,980 $493K
TCI Wealth Advisors, Inc. 0.05% Add +19.0% 3,979 $493K
KPP Advisory Services LLC 0.13% Reduce -42.2% 3,978 $492K
Crewe Advisors LLC 0.05% Reduce -36.0% 3,945 $488K
O'Dell Group, LLC 0.12% No change 3,715 $488K
Parkside Financial Bank & Trust 0.08% Add +1.8% 3,921 $485K
Covey Capital Advisors, LLC 0.56% No change 3,920 $485K
Bright Futures Wealth Management, LLC. 0.26% No change 3,637 $484K
Activest Wealth Management 0.16% Add +13807.1% 3,894 $482K
Family Manage LLC 0.09% No change 3,894 $482K
Cassaday & Co Wealth Management LLC 0.02% Add +5.2% 3,889 $481K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 3,875 $480K
Godsey & Gibb, Inc. 0.05% Reduce -19.7% 3,874 $480K
Round Rock Advisors LLC 0.12% Add +4.3% 3,870 $479K
Guinness Asset Management LTD 0.01% Reduce -7.7% 3,860 $478K
Wagner Wealth Management, LLC 0.14% Reduce -3.0% 3,859 $478K
Flputnam Investment Management Co. 0.01% Add +5.6% 3,844 $476K
Townsend Asset Management Corp. /NC/ 0.18% Add +0.1% 3,815 $472K
Whalen Wealth Management Inc. 0.37% Reduce -29.2% 3,811 $472K
Fiduciary Family Office, LLC 0.19% Reduce -3.4% 3,810 $472K
Commerzbank Aktiengesellschaft 0.02% Add +5.7% 3,799 $471K
Onyx Bridge Wealth Group LLC 0.08% Reduce -1.3% 3,802 $471K
Sovereign Financial Group, Inc. 0.12% Reduce -0.1% 3,801 $471K
Kohmann Bosshard Financial Services, LLC 0.06% No change 3,800 $470K
Enterprise Bank & Trust Co 0.16% Add +3.8% 3,780 $468K
Keel Point, LLC 0.04% Add +9.4% 3,500 $467K
Manchester Capital Management LLC 0.06% Reduce -14.3% 3,765 $466K
Plotkin Financial Advisors, LLC 0.30% No change 3,759 $465K
Balboa Wealth Partners 0.12% Add +43.2% 3,757 $465K
Valmark Advisers, Inc. 0.01% Add +0.8% 3,756 $465K
LWM Advisory Services, LLC 0.39% Reduce -1.3% 3,726 $461K
Cornerstone Advisory, LLC 0.06% Reduce -20.4% 3,724 $461K
SlateStone Wealth, LLC 0.05% Reduce -1.9% 3,711 $459K
Redwood Financial Network Corp 0.38% Reduce -0.7% 3,686 $456K
Oxford Asset Management LLP 0.45% New 3,672 $455K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -5.5% 3,657 $453K
Eagle Global Advisors LLC 0.02% Add +0.1% 3,643 $451K
Carmel Capital Partners, LLC 0.19% Reduce -39.1% 3,624 $449K
Bigelow Investment Advisors, LLC 0.21% Reduce -0.3% 3,621 $448K
Trivium Point Advisory, LLC 0.07% Add +41.4% 3,620 $448K
First Heartland Consultants, Inc. 0.04% Reduce -10.2% 3,620 $448K
Valued Retirements, Inc. 0.68% No change 3,611 $447K
Fairhaven Wealth Management, LLC 0.15% Add +0.1% 3,609 $447K
Presidio Capital Management, LLC 0.31% New 3,601 $446K
Laffer Tengler Investments, Inc. 0.12% No change 3,600 $446K
Atlas Capital Advisors Inc. 0.06% Reduce -75.7% 3,600 $446K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -58.1% 3,600 $446K
Stonehage Fleming Financial Services Holdings Ltd 0.01% Reduce -17.1% 3,587 $444K
Moody Aldrich Partners LLC 0.09% Reduce -0.8% 3,568 $442K
Great Lakes Advisors, LLC 0.00% Add +21.8% 3,563 $441K
IVC Wealth Advisors LLC 0.25% Add +3.3% 3,550 $439K
Select Asset Management & Trust 0.17% No change 3,550 $439K
Armstrong Advisory Group, Inc. 0.04% No change 3,545 $439K
Bernardo Wealth Planning LLC 0.12% Add +0.3% 3,536 $438K
Fort Point Capital Partners LLC 0.06% Add +2.7% 3,528 $437K
Garden State Investment Advisory Services LLC 0.15% Add +0.9% 3,510 $435K
Merrion Investment Management Co, LLC 0.30% No change 3,500 $433K
Montag A & Associates Inc. 0.02% Reduce -0.4% 3,499 $433K
Eagle Wealth Strategies LLC 0.35% Add +0.1% 3,490 $432K
Personal Cfo Solutions, LLC 0.07% Add +17.9% 3,477 $431K
Advus Financial Partners, LLC 0.13% Reduce -13.4% 3,474 $430K
Keystone Financial Group 0.16% Reduce -1.6% 3,472 $430K
Conning Inc. 0.02% Add +31.2% 3,471 $430K
American Assets Investment Management, LLC 0.04% No change 3,455 $428K
Burney Co./ 0.02% Reduce -12.2% 3,448 $427K
Sigma Investment Counselors Inc. 0.03% No change 3,428 $424K
Whalerock Point Partners, LLC 0.11% No change 3,428 $424K
Palumbo Wealth Management LLC 0.18% Reduce -0.1% 3,425 $424K
Romano Brothers and Company 0.06% Add +63.9% 3,419 $423K
Richard C. Young & CO., LTD. 0.05% New 3,404 $421K
Regal Investment Advisors LLC 0.03% Add +8.0% 3,396 $420K
Larson Financial Group LLC 0.03% Add +18.6% 3,394 $420K
Glass Jacobson Investment Advisors llc 0.15% Add +0.4% 3,393 $420K
Avantax Planning Partners, Inc. 0.01% Reduce -2.2% 3,390 $420K
Mosley Wealth Management 0.36% Reduce -4.4% 3,385 $419K
First Horizon Advisors, Inc. 0.01% Add +9.1% 3,381 $419K
Westmount Partners, LLC 0.14% Add +3.0% 3,410 $417K
Marshall Financial Group, LLC 0.12% Reduce -0.1% 3,350 $415K
Fragasso Financial Advisors Inc 0.03% Add +2.7% 3,344 $414K
Janney Capital Management LLC 0.03% No change 3,335 $413K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -22.9% 3,336 $413K
Fiduciary Financial Group, LLC 0.10% — 2,995 $410K
IFG Advisory, LLC 0.03% New 3,297 $408K
Marest Capital, LLC 0.36% Add +0.7% 3,286 $407K
Pallas Capital Advisors LLC 0.02% Reduce -5.8% 2,980 $406K
Ramirez Asset Management, Inc. 0.08% No change 3,266 $404K
Patriot Financial Group Insurance Agency, LLC 0.06% Add +0.9% 3,248 $402K
Westpac Banking Corp. 0.03% No change 3,247 $402K
Stanley-Laman Group, Ltd. 0.05% No change 3,242 $401K
Park National Corp. 0.01% Reduce -3.0% 3,235 $400K
BLB&B Advisors, LLC 0.02% Reduce -2.3% 3,233 $400K
Wesbanco Bank Inc. 0.01% No change 3,222 $399K
MKT Advisors LLC 0.20% Add +3.9% 3,269 $396K
BBR Partners, LLC 0.03% Reduce -39.0% 3,199 $396K
Glen Eagle Advisors, LLC 0.07% Add +0.8% 3,192 $395K
BTC Capital Management, Inc. 0.04% No change 3,180 $394K
Equitable Trust Co. 0.03% Add +3.8% 3,175 $393K
Veracity Capital LLC 0.16% Add +0.6% 3,171 $393K
Signature Estate & Investment Advisors LLC 0.01% Add +104.8% 3,170 $392K
Enterprise Financial Services Corp 0.24% Reduce -2.6% 3,162 $391K
Fairfield, Bush & Co. 0.23% Reduce -12.7% 3,161 $391K
Perennial Investment Advisors, LLC 0.06% Add +0.5% 3,152 $390K
IRON Financial LLC 0.22% Add +0.2% 3,152 $390K
Courier Capital LLC 0.03% No change 3,150 $390K
Legacy Edge Advisors, LLC 0.07% Add +5.0% 3,146 $389K
Autumn Glory Partners, LLC 0.20% No change 3,145 $389K
MSH Capital Advisors LLC 0.13% Add +0.3% 3,144 $389K
SouthState Bank Corp 0.03% Reduce -4.2% 3,142 $389K
Foster Victor Wealth Advisors, LLC 0.03% Reduce -2.7% 2,835 $388K
Westshore Wealth, LLC 0.16% Reduce -0.6% 3,130 $387K
Rappaport Reiches Capital Management, LLC 0.11% Reduce -75.8% 3,128 $387K
Faithward Advisors, LLC 0.07% Reduce -14.5% 3,118 $386K
Hofer & Associates. Inc 0.30% No change 3,111 $385K
Marble Harbor Investment Counsel, LLC 0.05% No change 3,100 $384K
Sentry Investment Management LLC 0.17% Reduce -17.0% 3,087 $382K
Cynosure Group, LLC 0.06% Add +24.0% 3,073 $380K
Diversified Portfolios, Inc. 0.05% Reduce -23.8% 3,050 $378K
Verum Partners LLC 0.12% Add +5.1% 3,045 $377K
Gryphon Financial Partners LLC 0.06% Reduce -17.3% 3,026 $375K
Silvia McColl Wealth Management, LLC 0.31% No change 3,009 $373K
Bogart Wealth, LLC 0.02% Reduce -1.2% 3,003 $372K
Armstrong, Fleming & Moore, Inc 0.24% No change 3,000 $371K
Alaska Wealth Advisors, LLC 0.06% Reduce -5.1% 3,000 $371K
LBJ Family Wealth Advisors, Ltd. 0.23% New 2,996 $371K
Harbour Capital Advisors, LLC 0.09% No change 3,025 $370K
Blackston Financial Advisory Group, LLC 0.21% New 2,983 $369K
Oak Hill Wealth Advisors, LLC 0.11% — 2,977 $369K
Arthur M. Cohen & Associates, LLC 0.07% Add +4.4% 2,970 $368K
Hutchens & Kramer Investment Management Group, LLC 0.20% No change 3,000 $367K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% Reduce -9.9% 2,950 $365K
CoreCap Advisors, LLC 0.04% Reduce -83.6% 2,950 $365K
GSG Advisors LLC 0.13% Reduce -0.4% 2,953 $361K
Redwood Wealth Management Group, LLC 0.27% Add +0.2% 2,910 $360K
Millennium Capital Advisors, LLC 0.24% Add +16.0% 2,900 $359K
Sterneck Capital Management, LLC 0.20% No change 2,900 $359K
Poehling Capital Management, INC. 0.10% Reduce -18.1% 2,900 $359K
Affinity Capital Advisors, LLC 0.08% No change 2,900 $359K
Pacific Global Investment Management Co. 0.07% Reduce -1.1% 2,900 $359K
Rise Advisors, LLC 0.19% Add +10.2% 2,899 $359K
Independence Bank of Kentucky 0.10% No change 2,894 $358K
Masso Torrence Wealth Management Inc. 0.20% Add +41.8% 2,893 $358K
RB Capital Management, LLC 0.10% Add +0.7% 2,892 $358K
Venturi Wealth Management, LLC 0.02% Add +19.9% 2,884 $357K
Wealth Alliance Advisory Group, LLC 0.08% Reduce -2.7% 2,858 $354K
Schrum Private Wealth Management LLC 0.32% Reduce -1.0% 2,849 $353K
Kennedy Investment Group, Inc. 0.18% Add +0.6% 2,834 $351K
NFSG Corp 0.13% Reduce -17.2% 2,831 $350K
Southeast Asset Advisors, LLC 0.04% No change 2,830 $350K
Maverick Capital 0.01% New 2,828 $350K
Am Investment Strategies LLC 0.09% Add +0.0% 2,827 $350K
Farmers & Merchants Investments Inc. 0.01% Add +51.9% 2,824 $350K
LVW Advisors, LLC 0.05% Add +50.5% 2,788 $345K
Opal Wealth Advisors, LLC 0.11% Reduce -3.6% 2,781 $344K
Advisory Alpha, LLC 0.01% Add +30.5% 2,774 $343K
Brogan Financial, Inc. 0.22% Reduce -0.7% 2,768 $343K
Corton Capital Inc. 0.18% New 2,766 $342K
Lantz Financial LLC 0.11% Add +11.7% 2,762 $342K
Channel Wealth LLC 0.12% Reduce -10.4% 2,762 $342K
First County Bank 0.18% Add +1.9% 2,760 $342K
RNC Capital Management LLC 0.02% New 2,758 $341K
Northside Capital Management, LLC 0.06% No change 2,752 $341K
Ridgecrest Wealth Partners, LLC 0.20% No change 2,750 $340K
Empirical Finance, LLC 0.02% Reduce -19.8% 2,742 $339K
Pegasus Partners Ltd. 0.03% No change 2,731 $338K
Boston Family Office LLC 0.02% No change 2,732 $338K
Vise Technologies, Inc. 0.06% Add +2.9% 2,729 $338K
Mattern Wealth Management LLC 0.08% Reduce -26.9% 2,728 $338K
Tradewinds, LLC. 0.10% Add +0.6% 2,723 $337K
Capital Advisors, Ltd. LLC 0.04% Add +5.5% 2,725 $337K
Relyea Zuckerberg Hanson LLC 0.06% Add +0.7% 2,719 $337K
Triumph Capital Management 0.13% Add +0.1% 2,717 $336K
L2 Asset Management, LLC 0.10% Add +10.9% 2,713 $336K
Anchor Investment Management, LLC 0.03% Reduce -3.0% 2,710 $335K
Optimum Investment Advisors 0.15% Reduce -15.6% 2,700 $334K
BOS Asset Management, LLC 0.15% Reduce -4.0% 2,678 $332K
Norden Group LLC 0.07% Add +9.8% 2,665 $330K
Allstate Corp. 0.03% No change 2,660 $329K
Earned Wealth Advisors, LLC 0.12% Reduce -0.1% 2,657 $329K
Knightsbridge Asset Management, LLC 0.08% No change 2,654 $329K
Delta Financial Group, Inc. 0.14% Add +0.7% 2,650 $328K
SOA Wealth Advisors, LLC. 0.07% Add +0.1% 2,644 $327K
Wealth Alliance, LLC 0.04% Add +6.2% 2,642 $327K
Patten & Patten Inc. 0.02% No change 2,609 $323K
Smart Portfolios, LLC 0.33% Add +16.0% 2,605 $322K
Creekmur Asset Management LLC 0.08% Reduce -0.0% 2,600 $322K
Marino, Stram & Associates LLC 0.08% Add +0.1% 2,596 $321K
Hardin Capital Partners, LLC 0.21% — 2,552 $316K
Journey Strategic Wealth LLC 0.01% Add +0.4% 2,548 $315K
Investmark Advisory Group LLC 0.17% Reduce -0.6% 2,548 $315K
CRA Financial Services, LLC 0.06% No change 2,543 $315K
CX Institutional 0.01% Add +4.7% 2,541 $315K
Dorsey & Whitney Trust CO LLC 0.02% Add +23.0% 2,538 $314K
Meridian Wealth Management, LLC 0.04% New 2,537 $314K
Ingalls & Snyder LLC 0.01% Reduce -14.2% 2,536 $314K
SC&H Financial Advisors, Inc. 0.08% No change 2,532 $313K
CI Investments Inc. 0.00% Reduce -1.9% 2,527 $313K
Spirepoint Private Client, LLC 0.04% Reduce -6.1% 2,525 $313K
IFP Advisors, Inc 0.01% Reduce -10.9% 2,523 $312K
Trillium Asset Management, LLC 0.01% Reduce -16.2% 2,516 $311K
Foguth Wealth Management, LLC. 0.14% Add +0.4% 2,510 $311K
Federated Hermes, Inc. 0.00% Reduce -27.8% 2,504 $310K
Signal Advisors Wealth, LLC 0.68% Reduce -4.5% 2,500 $310K
Obsidian Personal Planning Solutions LLC 0.19% No change 2,500 $310K
Port Capital LLC 0.02% Add +1.3% 2,499 $309K
GYL Financial Synergies, LLC 0.02% Add +37.1% 2,491 $308K
Roof Eidam Maycock Peralta, LLC 0.08% Add +21.2% 2,490 $308K
Secure Asset Management, LLC 0.06% Reduce -43.0% 2,475 $306K
Concourse Financial Group Securities, Inc. 0.02% Reduce -7.6% 2,473 $306K
Obermeyer Wealth Partners 0.02% Reduce -20.6% 2,462 $305K
New Century Financial Group, LLC 0.13% Add +60.1% 2,459 $304K
Aspiriant, LLC 0.01% Reduce -7.9% 2,443 $302K
Wills Financial Group, Inc. 0.14% New 2,442 $302K
Agf Management Ltd. 0.00% New 2,439 $302K
YHB Investment Advisors, Inc. 0.03% Add +4.7% 2,430 $301K
Tandem Wealth Advisors LLC 0.16% No change 2,426 $300K
Phoenix Wealth Advisors 0.15% New 2,425 $300K
Reik & Co., LLC 0.08% No change 2,425 $300K
Callan Family Office, LLC 0.06% New 2,417 $299K
Marex Group Ltd 0.01% Reduce -21.4% 2,411 $298K
Aprio Wealth Management, LLC 0.05% Add +1.0% 2,411 $298K
Capital Asset Advisory Services LLC 0.02% Reduce -0.4% 2,451 $297K
First Merchants Corp. 0.01% New 2,400 $297K
Two Sigma Advisers, LP 0.00% New 2,400 $297K
Versant Capital Management, Inc 0.08% Reduce -0.5% 2,398 $297K
Nilsine Partners, LLC 0.04% Add +4.1% 2,397 $297K
Altfest L J & Co. Inc. 0.04% No change 2,386 $295K
Fidelis Capital Partners, LLC 0.04% Reduce -14.4% 2,312 $295K
Mitchell McLeod Pugh & Williams Inc. 0.07% No change 2,380 $295K
EntryPoint Capital, LLC 0.14% New 2,379 $295K
JNBA Financial Advisors 0.03% No change 2,359 $292K
Concentric Wealth Management, LLC 0.08% Add +6.3% 2,355 $292K
Evermay Wealth Management LLC 0.05% Reduce -11.2% 2,354 $291K
Integral Investment Advisors, Inc. 0.11% Add +40.7% 2,334 $290K
Monograph Wealth Advisors, LLC 0.04% Reduce -56.2% 2,335 $289K
Gagnon Securities LLC 0.07% Reduce -3.3% 2,331 $289K
FinTrust Capital Advisors, LLC 0.05% Add +4.9% 2,329 $288K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -4.1% 2,318 $287K
Dynamic Technology Lab Private Ltd 0.03% New 2,307 $286K
MassMutual Private Wealth & Trust, FSB 0.01% Add +19.2% 2,302 $285K
VeraBank, N.A. 0.09% Reduce -1.4% 2,281 $282K
Bristlecone Advisors, LLC 0.02% Reduce -1.5% 2,275 $282K
GeoWealth Management, LLC 0.01% Reduce -2.2% 2,274 $282K
Renasant Bank 0.19% Reduce -0.2% 2,273 $281K
Vista Capital Partners, Inc. 0.03% Reduce -0.3% 2,270 $281K
Carl P. Sherr & Co., LLC 0.16% No change 2,250 $279K
Rosenbaum Jay D. 1.59% Reduce -4.7% 2,238 $277K
Empower Advisory Group, LLC 0.00% Add +22.4% 2,231 $276K
Legacy Private Trust Co. 0.02% No change 2,230 $276K
Avior Wealth Management, LLC 0.01% Reduce -28.7% 2,229 $276K
Gray Wealth Management Inc. 0.12% Add +0.1% 2,223 $275K
Clearwater Capital Advisors, LLC 0.03% Add +0.1% 2,211 $274K
Certified Advisory Corp 0.03% Add +7.4% 2,207 $273K
Nadler Financial Group, Inc. 0.03% Add +10.3% 2,205 $273K
Astoria Portfolio Advisors LLC. 0.10% Add +0.6% 2,204 $273K
WMS Partners, LLC 0.02% Add +5.3% 2,202 $273K
Essex LLC 0.06% Reduce -15.8% 2,193 $271K
Smith Anglin Financial, LLC 0.03% No change 2,189 $271K
Lincoln Capital Corp. 0.12% No change 2,187 $271K
Perennial Advisors, LLC 0.06% Reduce -38.3% 2,186 $271K
Trust Co. of Vermont 0.01% Add +15.9% 2,173 $269K
Meritage Group LP 0.01% New 2,173 $269K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +11.8% 2,167 $268K
Truvestments Capital LLC 0.11% Add +0.4% 2,163 $268K
Moss Adams Wealth Advisors LLC 0.04% Add +21.9% 2,161 $268K
Aire Advisors, LLC 0.06% Reduce -0.4% 2,158 $267K
Associated Banc-Corp 0.01% Add +3.0% 2,159 $267K
Vaughan David Investments LLC 0.01% Reduce -42.2% 2,154 $267K
Rockland Trust Co. 0.01% Add +17.3% 2,140 $265K
Dover Advisors, LLC 0.16% Add +2.3% 2,139 $265K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +11.6% 2,139 $265K
Deseret Mutual Benefit Administrators 0.12% Add +3.2% 2,123 $263K
Grey Ledge Advisors, LLC 0.07% Reduce -0.7% 2,120 $262K
JFG Wealth Management, LLC 0.07% New 2,114 $262K
Outlook Wealth Advisors, LLC 0.08% Reduce -0.7% 2,110 $261K
Tower Bridge Advisors 0.03% Reduce -39.9% 2,109 $261K
Signet Financial Management, LLC 0.04% No change 2,108 $261K
Philadelphia Trust Co. 0.02% Add +5.2% 2,103 $260K
Eight 31 Financial, LLC 0.20% New 2,100 $260K
Bank Pictet & Cie (Europe) AG 0.01% No change 2,100 $260K
Shufro Rose & Co. LLC 0.02% Add +10.0% 2,090 $259K
Bank of Nova Scotia Trust Co. 0.03% New 2,085 $258K
Confluence Wealth Services, Inc. 0.02% Reduce -5.4% 2,080 $257K
Parcion Private Wealth LLC 0.02% Add +12.4% 2,062 $255K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -22.6% 2,061 $255K
Essex Bank 0.07% Add +2.3% 2,060 $255K
Cromwell Holdings LLC 0.15% — 2,059 $255K
All Terrain Financial Advisors, LLC 0.11% Add +0.5% 2,051 $254K
Berger Financial Group, Inc 0.02% Add +4.1% 2,044 $253K
Wolff Financial Management LLC 0.19% Add +0.1% 2,044 $253K
Kellett Wealth Advisors, LLC 0.20% Reduce -8.9% 2,043 $253K
Schnieders Capital Management LLC 0.05% No change 2,038 $252K
Koss-Olinger Consulting, LLC 0.02% Reduce -78.8% 2,033 $252K
Emfo, LLC 0.23% No change 2,032 $252K
Sachetta, LLC 0.11% Add +1.9% 1,778 $251K
PFG Advisors 0.02% Add +12.1% 2,029 $251K
Traphagen Investment Advisors LLC 0.03% Add +0.3% 2,028 $251K
OneAscent Financial Services LLC 0.03% Reduce -2.3% 2,025 $251K
Gratus Capital, LLC 0.01% Add +32.7% 2,027 $251K
Delta Wealth Advisors LLC 0.25% New 2,023 $250K
Voisard Asset Management Group, Inc. 0.12% Add +1.6% 2,021 $250K
Dupree Financial Group, LLC 0.12% Reduce -3.4% 2,015 $250K
Hutchinson Capital Management 0.05% New 2,013 $249K
Veltria Advisors Corp. 0.09% Reduce -32.1% 2,006 $248K
LFA - Lugano Financial Advisors SA 0.19% No change 2,000 $248K
PACK Private Wealth, LLC 0.15% No change 2,000 $248K
Searle & Co. 0.06% No change 2,000 $248K
Navellier & Associates Inc. 0.03% No change 2,000 $248K
Trustmark Bank Trust Department 0.02% No change 2,000 $248K
Sather Financial Group Inc 0.02% No change 2,000 $248K
CFM Wealth Partners LLC 0.05% Reduce -17.9% 1,999 $247K
Slow Capital, Inc. 0.04% Reduce -41.1% 1,990 $246K
Elevation Point Wealth Partners, LLC 0.02% Reduce -5.0% 1,989 $246K
9258 Wealth Management, LLC 0.04% Add +3.3% 1,980 $245K
Maltin Wealth Management, Inc. 0.13% Reduce -16.1% 1,976 $245K
PDS Planning, Inc 0.02% Add +0.5% 1,975 $245K
Facet Wealth, Inc. 0.01% Reduce -0.6% 1,729 $244K
Woodward Diversified Capital, LLC 0.14% Add +0.2% 1,968 $244K
Blue Investment Partners LLC 0.11% No change 1,967 $244K
Quadrant Capital Group LLC 0.02% Add +9.1% 1,962 $243K
Everett Harris & Co. 0.00% New 1,959 $243K
Legacy Bridge, LLC 0.14% No change 1,955 $242K
Avondale Wealth Management 0.17% Reduce -35.0% 1,950 $241K
W Advisors, LLC 0.16% No change 1,926 $238K
Cadinha & Co. LLC 0.04% No change 1,925 $238K
Donor Advised Charitable Giving, Inc. 0.01% No change 1,925 $238K
JSF Financial, LLC 0.07% Add +0.2% 1,923 $238K
Summit Financial Wealth Advisors, LLC 0.05% Reduce -51.2% 1,908 $236K
CCG Wealth Management, LLC 0.13% Add +0.6% 1,905 $236K
Alta Advisers Ltd 0.11% No change 1,900 $235K
Eagle Ridge Investment Management 0.02% No change 1,900 $235K
Saxon Interests, Inc. 0.11% Reduce -0.5% 1,899 $235K
Pitcairn Co. 0.01% New 1,892 $234K
Peddock Capital Advisors, LLC 0.06% Add +2.4% 1,886 $233K
CYBER HORNET ETFs LLC 0.25% Add +0.8% 1,879 $233K
Kolinsky Wealth Management, LLC 0.16% Reduce -31.9% 1,855 $230K
Oak Ridge Investments LLC 0.02% New 1,855 $230K
Cypress Wealth Services, LLC 0.05% Add +4.0% 1,855 $230K
Full Sail Capital, LLC 0.02% Add +0.2% 1,854 $230K
Fonville Wealth Management LLC 0.09% New 1,851 $229K
Maia Wealth LLC 0.07% — 1,719 $228K
Eagle Bay Advisors LLC 0.14% Add +77.6% 1,836 $227K
Triad Wealth Partners, LLC 0.12% Add +14.1% 1,833 $227K
Prestige Wealth Management Group LLC 0.05% Add +1190.1% 1,832 $227K
Omnia Family Wealth, LLC 0.10% Add +2.6% 1,829 $226K
Banque Pictet & Cie SA 0.00% No change 1,820 $225K
Abbrea Capital, LLC 0.03% Reduce -14.2% 1,815 $225K
MRA Advisory Group 0.13% New 1,816 $225K
Quotient Wealth Partners, LLC 0.01% Add +12.0% 1,814 $225K
Formidable Asset Management, LLC 0.04% New 1,813 $224K
New Wave Wealth Advisors LLC 0.12% — 1,811 $224K
PFG Private Wealth Management, LLC 0.14% Reduce -1.2% 1,803 $223K
Culbertson A N & Co. Inc. 0.04% No change 1,800 $223K
Indiana Trust & Investment Management Co 0.08% Add +1339.2% 1,799 $223K
Guyasuta Investment Advisors Inc. 0.02% No change 1,700 $223K
Parkside Advisors LLC 0.06% No change 1,787 $221K
Argus Investors' Counsel, Inc. 0.14% New 1,779 $220K
Summit Global Investments 0.02% Add +0.1% 1,780 $220K
Selective Wealth Management, Inc. 0.10% Reduce -30.8% 1,810 $220K
Alera Investment Advisors, LLC 0.03% New 1,770 $219K
Oakworth Capital, Inc. 0.02% No change 1,770 $219K
Novare Capital Management LLC 0.02% Reduce -4.0% 1,766 $219K
Symphony Financial, Ltd. Co. 0.04% Reduce -8.7% 1,761 $219K
Builder Investment Group Inc. 0.06% No change 1,761 $218K
Trust Investment Advisors 0.14% No change 1,750 $217K
Lee Financial Co 0.04% Reduce -10.7% 1,749 $217K
Delta Financial Advisors LLC 0.08% No change 1,748 $216K
Hoxton Planning & Management, LLC 0.10% Reduce -6.4% 1,747 $216K
City State Bank 0.09% No change 1,747 $216K
Sivia Capital Partners, LLC 0.14% New 1,747 $216K
Laidlaw Wealth Management LLC 0.12% Reduce -66.0% 1,740 $215K
Catalina Capital Group, LLC 0.08% New 1,738 $215K
My Legacy Advisors, LLC 0.07% Reduce -2.5% 1,731 $214K
Park Edge Advisors, LLC 0.07% Add +0.1% 1,730 $214K
Safeguard Investment Advisory Group, LLC 0.07% No change 1,729 $214K
Doheny Asset Management 0.15% No change 1,725 $214K
Madison Asset Management, LLC 0.00% No change 1,721 $213K
Regent Peak Wealth Advisors LLC 0.05% Add +3.9% 1,716 $212K
Mason & Associates Inc 0.06% New 1,714 $212K
Bouchey Financial Group, Ltd. 0.02% No change 1,720 $212K
Brown Capital Management LLC 0.00% Reduce -6.5% 1,712 $212K
Perissos Private Wealth Management, LLC 0.19% Add +0.7% 1,700 $210K
First Bank & Trust 0.04% Reduce -2.5% 1,699 $210K
Jackson Hole Capital Partners, LLC 0.05% No change 1,698 $210K
McDaniel Terry & Co. 0.02% Reduce -6.5% 1,700 $210K
Watershed Private Wealth LLC 0.09% Add +0.9% 1,695 $210K
Park Place Capital Corp 0.07% Add +1059.6% 1,693 $210K
Cidel Asset Management Inc. 0.02% Reduce -5.0% 1,692 $209K
Savvy Advisors, Inc. 0.07% New 1,687 $209K
GHP Investment Advisors, Inc. 0.01% Add +0.9% 1,683 $208K
Legacy Financial Group LLC 0.04% Add +0.2% 1,682 $208K
Mosaic Financial Group, LLC 0.15% Add +0.5% 1,684 $208K
Birchcreek Wealth Management, LLC 0.12% Add +8.3% 1,679 $208K
Morningstar Investment Management LLC 0.02% No change 1,672 $207K
Blankinship & Foster, LLC 0.05% Reduce -11.2% 1,669 $207K
Grove Bank & Trust 0.03% Add +16.5% 1,666 $206K
V-Square Quantitative Management LLC 0.03% Reduce -3.8% 1,664 $206K
Stonebridge Capital Advisors LLC 0.02% New 1,655 $205K
Peak Financial Management, Inc. 0.06% Reduce -37.7% 1,654 $205K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% No change 1,650 $204K
Allianz SE 0.01% No change 1,650 $204K
X-Square Capital, LLC 0.07% New 1,645 $204K
Mystic Asset Management, Inc. 0.08% Add +0.5% 1,645 $204K
ZWJ Investment Counsel Inc. 0.01% No change 1,640 $203K
Meiji Yasuda Life Insurance Co 0.00% New 1,633 $202K
Aaron Wealth Advisors LLC 0.03% New 1,630 $202K
WealthShield Partners, LLC 0.03% Reduce -5.8% 1,630 $202K
Pegasus Asset Management, Inc. 0.06% New 1,625 $201K
One Wealth Management Investment & Advisory Services, LLC 0.08% Reduce -11.0% 1,622 $201K
Boothbay Fund Management, LLC 0.01% New 1,621 $201K
Camelot Portfolios, LLC 0.11% New 1,618 $200K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -1.7% 1,425 $195K
Chris Bulman Inc 0.13% — 1,554 $192K
Pathway Financial Advisers, LLC 0.07% Add +0.8% 1,536 $190K
Kathleen S. Wright Associates Inc. 0.09% Add +8.2% 1,515 $188K
Johnson Financial Group, Inc. 0.01% Reduce -57.9% 1,507 $187K
Tompkins Financial Corp. 0.02% No change 1,500 $186K
Horizon Bancorp Inc. 0.09% Add +13.2% 1,488 $184K
Y.D. More Investments Ltd 0.02% Add +64.8% 1,780 $177K
Riggs Asset Managment Co. Inc. 0.05% Reduce -0.1% 1,361 $168K
Barrett & Company, Inc. 0.07% Reduce -21.8% 1,326 $164K
Arlington Trust Co LLC 0.04% No change 1,301 $161K
Smartleaf Asset Management LLC 0.03% Add +1.1% 1,284 $159K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -18.9% 1,286 $159K
Pingora Partners LLC 0.11% No change 1,250 $155K
BNP Paribas 0.01% No change 1,240 $154K
AlphaQuest LLC 0.02% Add +12090.0% 1,219 $151K
Private Ocean, LLC 0.01% No change 1,215 $150K
Catalyst Funds Management Pty Ltd 0.04% New 1,200 $149K
Monetary Management Group Inc. 0.04% No change 1,200 $149K
First Personal Financial Services 0.03% No change 1,200 $149K
ORG Partners LLC 0.02% Add +10827.3% 1,202 $147K
Hoertkorn Richard Charles 0.06% No change 1,175 $145K
Blue Chip Partners, LLC 0.01% Add +0.3% 1,169 $145K
Gold Investment Management Ltd. 0.06% No change 1,159 $143K
CVA Family Office, LLC 0.03% Add +3.7% 1,149 $142K
Covestor Ltd 0.09% Add +358.0% 1,145 $142K
Householder Group Estate & Retirement Specialist, LLC 0.04% Add +14.7% 1,149 $142K
Global Financial Private Client, LLC 0.06% No change 1,142 $141K
Capital Analysts, LLC 0.01% No change 1,115 $138K
Quent Capital, LLC 0.02% Add +3.5% 1,108 $137K
MCF Advisors LLC 0.01% Add +23.2% 1,087 $135K
Delta Asset Management LLC 0.01% Reduce -15.6% 1,080 $134K
Widmann Financial Services, Inc. 0.11% New 1,078 $133K
Ritter Daniher Financial Advisory LLC / DE 0.04% Add +0.7% 1,072 $133K
Stelac Advisory Services LLC 0.05% No change 1,022 $127K
Quintet Private Bank (Europe) S.A. 0.01% Add +2.6% 882 $124K
Islay Capital Management, LLC 0.09% No change 1,000 $124K
Atticus Wealth Management, LLC 0.04% No change 1,000 $124K
Stephens Consulting, LLC 0.04% No change 1,000 $124K
Main Street Group, LTD 0.06% Reduce -50.9% 999 $122K
Ostrum Asset Management 0.01% Reduce -7.2% 986 $122K
McIlrath & Eck, LLC 0.02% No change 957 $118K
Icon Wealth Advisors, LLC 0.01% Reduce -34.4% 829 $118K
Foster Dykema Cabot & Partners, LLC 0.01% No change 951 $118K
Vestor Capital, LLC 0.01% No change 943 $117K
Acropolis Investment Management, LLC 0.01% Reduce -10.2% 902 $112K
Global Trust Asset Management, LLC 0.04% No change 900 $111K
Centennial Bank 0.05% Reduce -27.0% 880 $109K
Loomis Sayles & Co. L P 0.00% Add +7.3% 871 $108K
Davis Capital Management 0.09% Add +0.1% 876 $107K
Centerpoint Advisors, LLC 0.04% No change 833 $103K
Tortoise Investment Management, LLC 0.01% Add +93.9% 822 $102K
FSC Wealth Advisors, LLC 0.07% New 804 $100K
West Paces Advisors Inc. 0.03% Add +14.3% 800 $99K
Pension & Wealth Management Advisors, Inc. 0.06% Add +0.8% 782 $97K
Sound Income Strategies, LLC 0.01% Add +0.5% 781 $97K
Quarry LP 0.04% New 770 $95K
Provenance Wealth Advisors, LLC 0.01% No change 764 $95K
Asset Dedication, LLC 0.01% No change 755 $93K
Cetera Trust Company, N.A 0.06% No change 750 $93K
Dagco, Inc. 0.04% No change 750 $93K
Clear Point Advisors Inc. 0.07% Reduce -27.5% 716 $89K
Sugarloaf Wealth Management, LLC 0.02% Add +0.7% 714 $88K
City Holding Co. 0.01% No change 712 $88K
Thompson Investment Management, Inc. 0.01% No change 700 $87K
Wolverine Asset Management LLC 0.01% No change 700 $87K
MV Capital Management, Inc. 0.01% Add +11.3% 699 $87K
Carmichael Hill & Associates, Inc. 0.04% Reduce -0.4% 697 $86K
Central Bank & Trust Co. 0.01% Add +50.2% 682 $84K
Tanglewood Legacy Advisors, LLC 0.04% Add +0.7% 682 $84K
Western Pacific Wealth Management, LP 0.06% Add +52.7% 669 $83K
Clearstead Trust, LLC 0.02% No change 653 $81K
Bfsg, LLC 0.01% Add +8.5% 651 $81K
Center for Financial Planning, Inc. 0.01% Reduce -43.5% 650 $80K
Fortitude Family Office, LLC 0.05% New 647 $80K
Bank of New Hampshire 0.02% No change 635 $79K
Avalon Trust Co 0.01% No change 633 $78K
Pinnacle Bancorp, Inc. 0.02% No change 613 $76K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +35.6% 610 $76K
Beacon Capital Management, LLC 0.01% No change 608 $75K
Lynx Investment Advisory 0.06% — 601 $74K
nVerses Capital, LLC 0.04% New 600 $74K
RFP Financial Group LLC 0.03% No change 580 $72K
Providence Capital Advisors, LLC 0.02% Add +0.3% 575 $71K
Financial Perspectives, Inc 0.03% No change 560 $69K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.9% 542 $67K
Centiva Capital, LP 0.00% Reduce -89.6% 542 $67K
Tower View Wealth Management LLC 0.04% Add +0.8% 537 $66K
Stone House Investment Management, LLC 0.02% Reduce -4.5% 536 $66K
Wolff Wiese Magana LLC 0.05% No change 521 $65K
SJS Investment Consulting Inc. 0.01% No change 512 $63K
Hartford Financial Management Inc. 0.01% Reduce -7.4% 512 $63K
Acadian Asset Management LLC 0.00% Reduce -56.5% 504 $62K
Transcendent Capital Group LLC 0.04% Reduce -96.2% 500 $62K
Plante Moran Financial Advisors, LLC 0.01% No change 500 $62K
Webster Bank, N. A. 0.01% No change 496 $61K
Central Pacific Bank - Trust Division 0.01% No change 485 $60K
Bruce G. Allen Investments, LLC 0.05% Add +7.8% 469 $58K
PFS Partners, LLC 0.04% Add +0.4% 466 $58K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +2.2% 464 $57K
Blue Bell Private Wealth Management, LLC 0.01% No change 456 $56K
Mfa Wealth Advisors, LLC 0.01% Reduce -82.2% 454 $56K
First Financial Corp. 0.03% Reduce -11.2% 451 $56K
Oliver Lagore Vanvalin Investment Group 0.02% Add +4.8% 440 $54K
WR Wealth Planners, LLC 0.02% Add +23.7% 439 $54K
Vermillion & White Wealth Management Group, LLC 0.04% No change 432 $54K
Ruedi Wealth Management, Inc. 0.02% No change 375 $46K
Riverview Trust Co 0.04% No change 367 $45K
Beaird Harris Wealth Management, LLC 0.00% No change 363 $45K
BOK Financial Private Wealth, Inc. 0.00% Add +0.8% 360 $45K
Addison Advisors LLC 0.01% Add +16.8% 355 $44K
Citizens National Bank Trust Department 0.01% Add +17.3% 352 $44K
AllSquare Wealth Management LLC 0.03% No change 346 $43K
True Wealth Design, LLC 0.01% No change 338 $42K
Plato Investment Management Ltd 0.00% Add +10.3% 321 $40K
DHJJ Financial Advisors, Ltd. 0.02% No change 312 $39K
Janiczek Wealth Management, LLC 0.01% No change 305 $38K
Hantz Financial Services, Inc. 0.00% Reduce -13.4% 297 $37K
GW&K Investment Management, LLC 0.00% Add +30.7% 298 $37K
Chesapeake Asset Management LLC 0.03% Add +17.6% 294 $36K
Laurel Wealth Advisors LLC 0.01% Add +3828.6% 275 $34K
Tsfg, LLC 0.01% Reduce -5.3% 269 $33K
J.Safra Asset Management Corp 0.00% New 259 $32K
Ridgewood Investments LLC 0.02% New 250 $31K
Rosenberg Matthew Hamilton 0.01% Reduce -44.1% 252 $31K
Scarborough Advisors, LLC 0.01% Add +0.4% 247 $31K
Coppell Advisory Solutions LLC 0.01% — 245 $30K
Bank & Trust Co 0.02% — 237 $29K
Creative Financial Designs Inc. 0.00% Add +0.8% 236 $29K
Clean Yield Group 0.01% No change 234 $29K
WFA of San Diego, LLC 0.03% — 231 $29K
Advantage Trust Co 0.02% No change 230 $28K
Strategic Investment Solutions, Inc. 0.01% — 311 $28K
Nemes Rush Group LLC 0.00% No change 223 $28K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 222 $28K
EdgeRock Capital LLC 0.02% New 216 $27K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 212 $26K
Knott David M Jr 0.01% No change 210 $26K
Trust Co 0.00% No change 210 $26K
Meeder Asset Management Inc. 0.00% Add +20.6% 205 $25K
Zions Bancorporation, N.A. 0.00% Reduce -11.7% 203 $25K
Bell Investment Advisors, Inc 0.00% Add +2.0% 202 $25K
Kelly Financial Services LLC 0.01% Reduce -3.4% 200 $25K
TFC Financial Management, Inc. 0.00% Add +3.1% 200 $25K
Raleigh Capital Management Inc. 0.01% Reduce -5.8% 193 $24K
Family CFO Inc 0.01% No change 184 $23K
Salomon & Ludwin, LLC 0.00% Reduce -35.7% 180 $22K
Redmont Wealth Advisors LLC 0.03% No change 173 $21K
Pin Oak Investment Advisors Inc. 0.02% Reduce -22.6% 168 $21K
Hazlett, Burt & Watson, Inc. 0.01% No change 175 $21K
Planning Capital Management Corp 0.01% Reduce -29.0% 164 $20K
CGC Financial Services, LLC 0.01% No change 162 $20K
Steph & Co. 0.01% Add +8.6% 152 $19K
Abound Wealth Management 0.01% Reduce -7.0% 147 $18K
WFA Asset Management Corp 0.01% Reduce -49.7% 146 $18K
Chilton Capital Management LLC 0.00% Reduce -29.1% 141 $17K
Hoey Investments, Inc. 0.00% Add +27.0% 127 $16K
Valued Wealth Advisors LLC 0.01% No change 127 $16K
Guardian Wealth Management, Inc. 0.01% Reduce -0.8% 125 $15K
Tucker Asset Management LLC 0.00% No change 123 $15K
American National Bank & Trust 0.00% Add +68.5% 123 $15K
DiNuzzo Private Wealth, Inc. 0.00% Add +0.8% 121 $15K
Goodman Advisory Group, LLC 0.00% No change 120 $15K
Raffa Wealth Management, LLC 0.00% No change 119 $15K
Concord Wealth Partners 0.00% No change 119 $15K
Painted Porch Advisors LLC 0.01% New 111 $14K
NCP Inc. 0.01% No change 110 $14K
Jackson, Grant Investment Advisers, Inc. 0.01% Add +0.9% 110 $14K
Hobbs Group Advisors, LLC 0.00% — 103 $13K
ANTIPODES PARTNERS Ltd 0.00% Reduce -37.8% 737 $13K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 100 $12K
ICA Group Wealth Management, LLC 0.01% Reduce -72.8% 100 $12K
Caldwell Sutter Capital, Inc. 0.01% No change 100 $12K
Tidemark, LLC 0.01% No change 100 $12K
PSI Advisors, LLC 0.00% No change 100 $12K
Arrow Financial Corp 0.00% Reduce -66.7% 100 $12K
Atwood & Palmer Inc. 0.00% No change 100 $12K
Winch Advisory Services, LLC 0.00% No change 92 $11K
Wunderlich Capital Managemnt 0.00% New 86 $11K
Pacific Capital Wealth Advisors, Inc. 0.00% New 81 $10K
Wetzel Investment Advisors, Inc. 0.01% No change 71 $9K
Mascoma Wealth Management LLC 0.00% No change 66 $8K
Unique Wealth Strategies, LLC 0.00% New 59 $8K
Avion Wealth 0.00% Add +34.0% 63 $7K
Penserra Capital Management LLC 0.00% No change 60 $7K
Exchange Traded Concepts, LLC 0.00% Reduce -96.8% 51 $6K
Cedar Wealth Management, LLC 0.00% New 50 $6K
Investors Research Corp 0.00% No change 50 $6K
Cornerstone Planning Group LLC 0.00% Add +37.5% 44 $6K
SWAN Capital LLC 0.00% New 44 $5K
Syntax Research, Inc. 0.00% No change 43 $5K
CBIZ Investment Advisory Services, LLC 0.00% New 41 $5K
Archer Investment Corp 0.00% No change 36 $4K
RE Dickinson Investment Advisors, LLC 0.00% No change 33 $4K
CNB Bank 0.00% No change 33 $4K
HBC Financial Services, PLLC 0.00% No change 30 $4K
Pacific Center for Financial Services 0.00% No change 29 $4K
MeadowBrook Investment Advisors LLC 0.00% No change 28 $3K
Cape Investment Advisory, Inc. 0.00% Add +56.3% 25 $3K
Contravisory Investment Management, Inc. 0.00% No change 24 $3K
Strategic Financial Concepts, LLC 0.00% New 91,711 $3K
Nvwm, LLC 0.00% Add +133.3% 21 $3K
Highline Wealth Partners LLC 0.00% New 20 $2K
Frazier Financial Advisors, LLC 0.00% Reduce -10.0% 18 $2K
Private Wealth Management Group, LLC 0.00% No change 18 $2K
Strengthening Families & Communities, LLC 0.00% New 18 $2K
New Millennium Group LLC 0.00% New 16 $2K
Semmax Financial Advisors Inc. 0.00% No change 13 $2K
ESL Trust Services, LLC 0.00% New 12 $1K
Trifecta Capital Advisors, LLC 0.00% Reduce -96.9% 12 $1K
WestEnd Advisors, LLC 0.00% Add +300.0% 12 $1K
PayPay Securities Corp 0.11% Reduce -67.7% 11 $1K
Rakuten Securities, Inc. 0.00% Reduce -16.7% 10 $1K
Financial Management Professionals, Inc. 0.00% Reduce -55.0% 9 $1K
Financial Gravity Asset Management, Inc. 0.00% No change 8 $990
Sanctuary Wealth Management, L.L.C. 0.00% No change 5 $619
State of Wyoming 0.00% Add +50.0% 3 $371
Financial Network Wealth Advisors LLC 0.00% New 2 $248
Innealta Capital, LLC 0.00% New 1 $127
DT Investment Partners, LLC 0.00% New 1 $124

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