BlackstoneBX

13F holders, Q3 2024 (September 30)
1,935holders +74
172new positions
104sold out
10famous investors
$152.93avg. 13F price*

At the end of Q3 2024, 1,935 institutions reported holding Blackstone Inc. (BX) in their 13F filings, up 74 from Q2 2024. 172 opened new positions and 104 sold out. The largest holders were Vanguard Group Inc. ($10.1B), BlackRock, Inc. ($7.3B) and Capital World Investors ($5.8B). 10 famous investors held it, including Tom Gayner (1.7% of Markel Group's portfolio), Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio) and Mario Gabelli (0.2% of GAMCO Investors's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions172$248.6M
Exits104$270.3M

All 13F filers, Q2 2024 → Q3 2024: 28,335,510 shares bought and 17,510,031 shares sold, net +10,825,479 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,935 holders

Vanguard Group Inc. 0.18% Add +1.3% 66,005,346 $10.1B
BlackRock, Inc. 0.15% — 47,606,940 $7.3B
Capital World Investors 0.90% Add +1.7% 37,772,336 $5.8B
State Street Corp. 0.19% Add +1.2% 30,020,426 $4.6B
Morgan Stanley 0.31% Add +10.7% 27,517,671 $4.2B
JPMorgan Chase & Co. 0.26% Add +37.9% 21,107,324 $3.2B
Capital International Investors 0.47% Reduce -1.4% 16,030,613 $2.5B
Geode Capital Management, LLC 0.18% Add +2.3% 14,896,413 $2.3B
Edgewood Management LLC 4.77% Reduce -2.3% 11,552,589 $1.8B
Bank of America Corp. 0.15% Add +0.4% 11,167,009 $1.7B
Royal Bank of Canada 0.32% Add +16.3% 9,487,997 $1.5B
Aristotle Capital Management, LLC 1.78% Reduce -15.6% 6,368,117 $975.1M
Northern Trust Corp. 0.16% Reduce -0.8% 6,334,534 $970.0M
UBS Group AG 0.25% Reduce -0.7% 5,802,955 $888.6M
Norges Bank 0.12% Reduce -2.0% 5,800,199 $888.2M
Invesco Ltd. 0.17% Add +39.1% 5,616,025 $860.0M
Wells Fargo & Company 0.20% Add +1.4% 5,278,613 $808.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.81% Add +140195.1% 5,050,625 $773.4M
Goldman Sachs Group Inc. 0.15% Reduce -0.5% 5,013,261 $767.7M
CIBC Private Wealth Group LLC 1.37% Reduce -7.3% 4,981,461 $762.8M
Legal & General Group Plc 0.20% Reduce -3.1% 4,889,306 $748.7M
Janus Henderson Group PLC 0.36% Reduce -0.8% 4,618,990 $707.3M
Bank of New York Mellon Corp 0.12% Reduce -3.2% 4,386,144 $671.7M
Charles Schwab Investment Management Inc. 0.11% Add +1.6% 3,931,411 $602.0M
Neuberger Berman Group LLC 0.46% Reduce -0.2% 3,888,182 $595.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.14% Add +3.5% 3,430,909 $525.4M
Bessemer Group Inc. 0.86% Add +0.1% 3,424,068 $524.3M
Ameriprise Financial Inc. 0.12% Reduce -0.2% 2,918,705 $447.1M
Barclays PLC 0.19% Add +27.7% 2,738,726 $419.4M
Lazard Asset Management LLC 0.56% Add +7.6% 2,523,715 $386.5M
Beck Mack & Oliver LLC 7.02% Reduce -0.1% 2,355,035 $360.6M
FMR LLC 0.02% Add +6.1% 2,155,068 $330.0M
Nuveen Asset Management, LLC 0.08% Reduce -4.3% 1,877,123 $287.4M
HSBC Holdings PLC 0.17% Reduce -18.6% 1,772,343 $271.3M
Brown Advisory Inc. 0.32% Reduce -68.1% 1,673,422 $256.3M
Sumitomo Mitsui Trust Group, Inc. 0.17% Add +1.5% 1,591,452 $243.7M
HighTower Advisors, LLC 0.35% Reduce -0.5% 1,531,296 $234.6M
Evercore Wealth Management, LLC 3.38% Reduce -5.8% 1,471,931 $225.4M
T. Rowe Price Associates Inc. 0.03% Reduce -7.5% 1,446,681 $221.5M
Cryder Capital Partners LLP 12.75% No change 1,445,835 $221.4M
National Pension Service 0.21% Add +16.5% 1,406,583 $215.4M
Franklin Resources Inc. 0.06% Add +3.0% 1,357,529 $211.1M
Blair William & Co. 0.60% Add +2.9% 1,334,607 $204.4M
Rhumbline Advisers 0.18% Reduce -1.2% 1,306,370 $200.0M
Deutsche Bank AG 0.08% Add +0.3% 1,287,399 $197.1M
Raymond James & Associates 0.12% Reduce -4.7% 1,284,597 $196.7M
National Philanthropic Trust 3.54% Add +1.9% 1,274,446 $195.2M
Dimensional Fund Advisors LP 0.05% Reduce -0.3% 1,250,966 $191.6M
Axiom Investors LLC 1.66% Add +5.9% 1,231,126 $188.5M
Markel Group 1.69% No change 1,229,000 $188.2M
Fayez Sarofim & Co 0.47% Add +9.6% 1,198,951 $183.6M
Darlington Partners Capital Management, LP 7.35% Reduce -18.9% 1,186,631 $181.7M
Mackenzie Financial Corp. 0.25% Add +6.9% 1,183,866 $181.3M
PNC Financial Services Group, Inc. 0.11% Add +3.2% 1,169,526 $179.1M
California State Teachers Retirement System 0.20% Reduce -0.6% 1,144,797 $175.3M
Bank of Montreal 0.08% Add +2.6% 1,130,887 $175.2M
Ensign Peak Advisors, Inc 0.30% Reduce -1.2% 1,132,299 $173.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.17% Add +11.1% 1,051,401 $161.0M
Heard Capital LLC 8.87% Reduce -17.8% 1,033,262 $158.2M
1832 Asset Management L.P. 0.26% Add +1306.7% 1,002,580 $153.5M
LPL Financial LLC 0.07% Add +5.3% 950,565 $145.6M
Manufacturers Life Insurance Company, The 0.13% Reduce -32.0% 934,966 $143.2M
Stifel Financial Corp. 0.15% Reduce -1.2% 927,645 $142.0M
Amundi 0.05% Reduce -6.6% 947,193 $141.5M
John & Kathleen Schreiber Foundation 92.65% Reduce -4.4% 920,740 $141.0M
Principal Financial Group Inc. 0.08% Add +6.0% 909,698 $139.3M
New York State Common Retirement Fund 0.18% Reduce -5.3% 874,857 $134.0M
Macquarie Group Ltd. 0.14% Add +19.3% 865,087 $132.5M
Fort Pitt Capital Group, LLC 3.46% Add +0.6% 803,078 $123.0M
SurgoCap Partners LP 6.54% Reduce -22.5% 800,544 $122.6M
Baron Capital (BAMCO) 0.31% Add +11.5% 769,894 $117.9M
Advisors Capital Management, LLC 1.91% Reduce -0.2% 766,780 $117.4M
Douglas Lane & Associates, LLC 1.56% Reduce -6.1% 740,485 $113.4M
Alliancebernstein L.P. 0.04% Reduce -0.1% 739,816 $113.3M
First Financial Bankshares Inc 2.37% Reduce -8.9% 735,413 $112.6M
Fairview Capital Investment Management, LLC 5.92% Reduce -1.6% 714,372 $109.4M
Commonwealth Equity Services, LLC 0.16% Reduce -0.6% 710,368 $108.8M
State Board of Administration of Florida Retirement System 0.21% Reduce -3.6% 704,066 $107.8M
NewEdge Wealth, LLC 1.82% Add +1.4% 657,331 $100.7M
Adage Capital Partners Gp, L.L.C. 0.18% Add +0.1% 655,800 $100.4M
Rockefeller Capital Management L.P. 0.27% Reduce -3.7% 653,983 $100.1M
Compagnie Lombard Odier SCmA 1.53% Add +25.0% 641,258 $98.2M
Janney Montgomery Scott LLC 0.27% Reduce -2.0% 629,739 $96.4M
New York State Teachers Retirement System 0.19% Reduce -1.0% 616,234 $94.4M
Argent Capital Management LLC 2.43% Reduce -1.9% 573,732 $87.9M
National Bank of Canada 0.11% Reduce -7.0% 560,483 $85.8M
Williams Jones Wealth Management, LLC. 1.00% Add +1.1% 557,354 $85.3M
CANADA LIFE ASSURANCE Co 0.15% Reduce -2.0% 545,126 $83.6M
Barr E S & Co. 5.06% Reduce -0.8% 529,977 $81.2M
Citigroup Inc. 0.07% Reduce -16.4% 527,334 $80.8M
Sanders Morris Harris LLC 13.15% Reduce -3.3% 517,428 $79.2M
Crestwood Advisors Group, LLC 1.50% Reduce -15.1% 511,094 $78.3M
Sanctuary Advisors, LLC 0.46% Add +13.7% 366,549 $73.0M
Envestnet Asset Management Inc. 0.02% Reduce -30.5% 462,658 $70.8M
Jennison Associates LLC 0.04% Reduce -6.6% 461,183 $70.6M
Castleark Management LLC 2.75% New 440,620 $67.5M
Bowen Hanes & Co. Inc. 1.75% Add +0.1% 435,971 $66.8M
Raymond James Financial Services Advisors, Inc. 0.09% Add +0.7% 431,306 $66.0M
Wealth Enhancement Advisory Services, LLC 0.14% Reduce -0.5% 429,735 $65.8M
Credit Agricole S A 0.34% Add +1076.9% 429,236 $65.7M
State of Wisconsin Investment Board 0.16% Add +5.3% 424,086 $64.9M
Aberdeen Group plc 0.12% Add +2.2% 423,591 $64.8M
Fishman Jay A Ltd. 6.43% Reduce -8.2% 422,893 $64.8M
Prudential Financial Inc. 0.09% Reduce -0.5% 422,751 $64.7M
Sei Investments Co. 0.08% Reduce -25.9% 406,377 $62.2M
Nomura Asset Management Co. Ltd. 0.19% Add +5.6% 403,686 $61.8M
Canada Pension Plan Investment Board 0.06% Add +185.8% 401,372 $61.5M
Chevy Chase Trust Holdings, LLC 0.18% Reduce -1.0% 388,461 $59.5M
CapitalatWork S.A. 2.02% Reduce -10.5% 387,483 $59.3M
Royal London Asset Management Ltd. 0.15% Add +29.5% 386,523 $59.2M
Cerity Partners LLC 0.13% Reduce -0.1% 379,214 $58.1M
Healthcare of Ontario Pension Plan Trust Fund 0.14% Reduce -5.8% 377,000 $57.7M
Mariner, LLC 0.10% Add +0.9% 376,471 $57.7M
Clearbridge Investments, LLC 0.05% Reduce -40.4% 374,927 $57.4M
Osaic Holdings, Inc. 0.12% Reduce -2.8% 361,663 $55.4M
Squarepoint Ops LLC 0.18% Add +1726.0% 353,631 $54.2M
Swiss Life Asset Management Ltd 0.61% Reduce -1.2% 350,315 $53.6M
Russell Investments Group, Ltd. 0.08% Add +70.7% 346,503 $53.1M
Corient Private Wealth LP 0.08% Reduce -3.2% 344,989 $52.8M
Partners Group Holding AG 3.37% Add +16.6% 341,925 $52.4M
Natixis Advisors, LLC 0.10% Add +61.4% 329,139 $50.4M
Mitsubishi UFJ Trust & Banking Corp 0.11% Reduce -0.3% 327,664 $50.2M
Kimelman & Baird, LLC 4.00% Reduce -1.0% 327,417 $50.1M
Public Employees Retirement System of Ohio 0.21% Reduce -3.6% 326,374 $50.0M
Walnut Private Equity Partners, LLC 29.56% Reduce -0.3% 347,938 $49.7M
Pictet Asset Management Holding SA 0.05% Add +5.2% 323,358 $49.5M
Randolph Co Inc 5.69% No change 319,636 $48.9M
Whittier Trust Co. 0.65% Add +1.9% 319,305 $48.9M
Stephens Inc. 0.69% Add +1.3% 318,676 $48.8M
Treasurer of the State of North Carolina 0.19% Reduce -0.7% 308,525 $47.2M
Asset Management One Co., Ltd. 0.17% Add +7.1% 307,784 $47.1M
Howard Capital Management Group, LLC 3.21% Reduce -0.8% 298,724 $45.7M
State of Tennessee, Department of Treasury 0.16% Add +12.3% 294,803 $45.1M
Cetera Investment Advisers 0.10% Reduce -0.6% 291,482 $44.6M
Aureus Asset Management, LLC 2.91% Reduce -21.5% 290,460 $44.5M
Cambridge Investment Research Advisors, Inc. 0.15% Add +1.6% 287,254 $44.0M
Korea Investment CORP 0.10% Reduce -19.9% 278,993 $42.7M
Moody LYNN Lieberson & Walker, LLC 2.61% Add +0.9% 276,832 $42.4M
Welch Capital Partners LLC 9.45% Reduce -0.1% 276,102 $42.3M
Jane Street Group, LLC 0.07% Reduce -74.2% 276,043 $42.3M
Lido Advisors, LLC 0.32% Add +4.8% 271,409 $41.6M
Caisse de depot et placement du Quebec 0.08% Add +28.9% 270,700 $41.5M
TD Asset Management Inc 0.04% Add +0.1% 263,969 $40.9M
State of New Jersey Common Pension Fund D 0.17% No change 263,127 $40.3M
Adell Harriman & Carpenter Inc. 2.92% Reduce -2.0% 261,782 $40.1M
Storebrand Asset Management As 0.13% Add +7.7% 259,568 $39.7M
DNB Asset Management AS 0.17% Reduce -1.1% 252,482 $38.7M
M&T Bank Corp 0.12% Reduce -11.5% 248,036 $38.0M
Wellington Management Group LLP 0.01% Add +29.7% 246,998 $37.8M
Rafferty Asset Management, LLC 0.13% Reduce -3.3% 246,311 $37.7M
Ieq Capital, LLC 0.46% Add +6.9% 245,813 $37.6M
Silvercrest Asset Management Group LLC 0.26% Add +0.1% 245,401 $37.6M
Toronto Dominion Bank 0.07% Reduce -31.0% 243,006 $37.2M
Baldwin Wealth Partners LLC 2.53% Reduce -0.3% 242,755 $37.2M
Victory Capital Management Inc. 0.04% Reduce -4.8% 238,050 $36.5M
Creative Planning 0.04% Add +4.2% 237,936 $36.4M
Prospera Financial Services Inc 0.93% Reduce -2.9% 237,639 $36.4M
Danske Bank A/S 0.12% Add +2.4% 231,443 $35.4M
Bahl & Gaynor LLC 0.18% Add +14.0% 230,917 $35.4M
Aviva PLC 0.09% Add +2.4% 230,349 $35.3M
Handelsbanken Fonder AB 0.14% Add +3.1% 226,872 $34.7M
Truist Financial Corp. 0.05% Add +6.2% 226,220 $34.6M
Focus Partners Wealth 0.11% Add +1133.8% 667,462 $34.4M
Northeast Investment Management 1.54% Add +1.0% 224,403 $34.4M
Comerica Bank 0.14% Reduce -0.9% 224,150 $34.3M
Capital Advisors Inc. 0.69% Reduce -34.9% 223,521 $34.2M
Integrated Advisors Network LLC 1.64% Add +650.0% 223,162 $34.2M
Capital International, Inc. 0.43% Add +4.7% 222,033 $34.0M
Private Advisor Group, LLC 0.21% Add +0.6% 222,028 $34.0M
MetLife Investment Management, LLC 0.19% Reduce -2.0% 219,128 $33.6M
Varma Mutual Pension Insurance Co 0.26% No change 197,300 $33.1M
Resona Asset Management Co.,Ltd. 0.19% Reduce -1.5% 215,634 $33.1M
Fred Alger Management, LLC 0.16% Add +261.9% 209,334 $32.1M
LGT Capital Partners LTD. 1.11% Reduce -10.4% 207,800 $31.8M
FIL Ltd 0.03% Add +32.0% 205,818 $31.5M
Arizona State Retirement System 0.20% Reduce -1.1% 204,906 $31.4M
Rothschild Investment LLC 2.02% Reduce -1.5% 201,494 $30.9M
Baltimore-Washington Financial Advisors, Inc. 1.67% Add +2.3% 200,388 $30.7M
Skandinaviska Enskilda Banken AB (publ) 0.14% Reduce -0.1% 200,142 $30.7M
Destination Wealth Management 0.95% Reduce -1.6% 200,055 $30.6M
Moran Wealth Management, LLC 0.94% Reduce -2.1% 199,242 $30.5M
Schroder Investment Management Group 0.03% Add +84.7% 195,089 $30.2M
State of Michigan Retirement System 0.15% Add +0.2% 196,100 $30.0M
Coatue Management 0.11% New 195,969 $30.0M
Chicago Partners Investment Group LLC 1.06% Reduce -0.1% 178,729 $29.8M
STRS Ohio 0.11% Reduce -2.4% 194,303 $29.8M
Baird Financial Group, Inc. 0.06% Add +9.5% 193,192 $29.6M
Corebridge Financial, Inc. 0.16% Reduce -2.3% 192,441 $29.5M
KCM Investment Advisors LLC 1.00% Add +2.1% 191,117 $29.3M
Archon Partners LLC 3.37% No change 190,000 $29.1M
Leavell Investment Management, Inc. 1.40% Reduce -2.8% 183,392 $28.1M
Voya Investment Management LLC 0.03% Reduce -22.4% 182,970 $28.0M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.12% New 182,715 $28.0M
DekaBank Deutsche Girozentrale 0.05% Reduce -1.5% 180,044 $27.9M
Kestra Advisory Services, LLC 0.15% Reduce -7.2% 181,280 $27.8M
USS Investment Management Ltd 0.20% Add +0.1% 180,226 $27.6M
Neville Rodie & Shaw Inc. 2.03% Reduce -3.6% 180,062 $27.6M
Guggenheim Capital LLC 0.20% Add +0.3% 180,041 $27.6M
SpiderRock Advisors, LLC 0.59% Add +10.8% 179,338 $27.5M
TD Waterhouse Canada Inc. 0.22% Add +4.4% 180,711 $27.4M
J. L. Bainbridge & Co., Inc. 2.64% Reduce -0.1% 178,281 $27.3M
Country Trust Bank 0.66% Reduce -9.2% 177,275 $27.1M
North Star Investment Management Corp. 1.87% Reduce -2.1% 176,163 $27.0M
Pinebridge Investments, L.P. 0.20% Reduce -11.2% 175,089 $26.8M
CIBC Asset Management Inc 0.09% Add +5.5% 172,369 $26.4M
D.A. Davidson & Co. 0.22% Reduce -7.5% 171,855 $26.3M
Gabelli Funds LLC 0.19% Reduce -1.8% 171,550 $26.3M
Cresset Asset Management, LLC 0.10% Add +5.7% 168,473 $25.8M
KBC Group NV 0.08% Add +87.2% 166,413 $25.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.26% — 166,061 $25.4M
Highlander Partners, L.P. 14.92% No change 164,000 $25.3M
Pinnacle Associates Ltd. 0.43% Add +1.4% 192,054 $25.1M
Forsta Ap-Fonden 0.19% Add +12.8% 164,000 $25.1M
Cibc World Market Inc. 0.06% Reduce -39.3% 162,462 $24.9M
First Long Island Investors, LLC 1.95% Add +10.7% 161,303 $24.7M
Xponance LLC 0.24% Reduce -1.6% 160,305 $24.5M
Capital International Sarl 0.62% Add +16.6% 158,661 $24.3M
Retirement Systems of Alabama 0.09% Add +0.3% 158,168 $24.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.15% Reduce -0.1% 156,754 $24.0M
Edgemoor Investment Advisors, Inc. 2.06% Reduce -3.3% 153,613 $23.5M
MML Investors Services, LLC 0.09% Reduce -5.3% 153,352 $23.5M
US Bancorp \de 0.03% Reduce -1.4% 152,214 $23.3M
Amalgamated Bank 0.19% Reduce -1.2% 151,753 $23.2M
Czech National Bank 0.23% Add +7.7% 146,687 $22.5M
Allspring Global Investments Holdings, LLC 0.03% Add +50.5% 144,781 $22.2M
Grand Jean Capital Management Inc. 4.91% Reduce -0.3% 143,381 $22.0M
ProShare Advisors LLC 0.05% Reduce -10.7% 143,304 $21.9M
Chilton Investment Co. Inc. 0.57% Reduce -1.7% 142,174 $21.8M
IFM Investors Pty Ltd 0.21% Add +0.3% 141,786 $21.7M
Choreo, LLC 0.32% Reduce -20.9% 142,966 $21.7M
Wellington Shields Capital Management, LLC 3.73% Add +0.3% 140,035 $21.4M
Cibc World Markets Corp. 0.15% Add +1.6% 139,155 $21.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +1.7% 138,934 $21.3M
Texas Yale Capital Corp. 0.92% Add +0.7% 138,494 $21.2M
Sonora Investment Management Group, LLC 1.59% Add +6.0% 138,141 $21.2M
Cullen/Frost Bankers, Inc. 0.29% Add +1.7% 137,996 $21.1M
Bank of Nova Scotia 0.04% Reduce -3.5% 134,147 $20.5M
First Trust Advisors LP 0.02% Add +42.3% 133,214 $20.4M
Amplius Wealth Advisors, LLC 2.15% Add +1.1% 128,914 $19.7M
WASHINGTON TRUST Co 0.68% Add +0.6% 127,126 $19.5M
Public Sector Pension Investment Board 0.10% Add +3.8% 125,721 $19.3M
Northwestern Mutual Wealth Management Co. 0.02% Add +4.7% 124,511 $19.1M
Whittier Trust Co. of Nevada Inc. 0.48% Add +7.0% 121,593 $18.6M
Captrust Financial Advisors 0.06% Add +4.9% 121,446 $18.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.11% Reduce -12.9% 119,251 $18.3M
GAMCO Investors 0.19% Reduce -0.1% 118,965 $18.2M
Nisa Investment Advisors, LLC 0.11% Reduce -8.9% 118,361 $18.1M
Stratos Wealth Advisors, LLC 0.82% Reduce -0.1% 117,300 $18.0M
Utah Retirement Systems 0.20% Reduce -0.6% 116,800 $17.9M
Parsons Capital Management Inc. 1.10% Reduce -0.1% 113,563 $17.4M
Fort Sheridan Advisors LLC 2.61% Add +2.7% 112,328 $17.2M
Mercer Global Advisors Inc. 0.04% Add +32.2% 112,258 $17.1M
Oppenheimer & Co. Inc. 0.26% Reduce -9.1% 109,786 $16.8M
QRG Capital Management, Inc. 0.18% Add +7.1% 109,720 $16.8M
South Street Advisors LLC 2.54% Reduce -4.9% 109,307 $16.7M
Pathstone Holdings, LLC 0.07% Reduce -1.9% 107,005 $16.4M
New York Life Investment Management LLC 0.16% Reduce -1.8% 106,682 $16.3M
Susquehanna International Group, LLP 0.03% Reduce -47.4% 106,516 $16.3M
Vantage Investment Partners, LLC 1.36% Reduce -0.3% 105,948 $16.2M
Canal Capital Management, LLC 2.59% Add +1.8% 105,716 $16.2M
Capital International Ltd. 0.69% Add +0.2% 104,437 $16.0M
Rheos Capital Works Inc. 0.82% Add +25.6% 103,000 $15.8M
Princeton Global Asset Management LLC 3.05% Add +1.9% 102,307 $15.7M
Cyrus J. Lawrence, LLC 3.04% Reduce -0.1% 101,294 $15.5M
Cozad Asset Management Inc. 1.47% Add +1.4% 100,513 $15.4M
Appleton Partners Inc. 1.13% Add +0.5% 100,281 $15.4M
Gradient Investments LLC 0.32% Reduce -20.9% 100,173 $15.3M
Public Employees Retirement Association of Colorado 0.06% Add +0.0% 99,518 $15.2M
Artemis Investment Management LLP 0.23% Reduce -68.0% 97,162 $14.9M
Private Capital Advisors, Inc. 1.62% Reduce -2.3% 96,618 $14.8M
DE Burlo Group Inc. 1.82% New 96,553 $14.8M
Becker Capital Management Inc. 0.48% Reduce -2.1% 96,483 $14.8M
Calamos Advisors LLC 0.10% Reduce -2.4% 96,400 $14.8M
Sandy Spring Bank 0.61% Reduce -1.6% 96,284 $14.7M
ARS Investment Partners, LLC 1.31% Add +2.6% 95,779 $14.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +29.5% 95,693 $14.7M
Mirador Capital Partners LP 2.63% Add +2.9% 95,608 $14.6M
Yarbrough Capital, LLC 0.59% No change 94,255 $14.4M
Daiwa Securities Group Inc. 0.07% Add +11.7% 93,546 $14.3M
Fifth Third Bancorp 0.05% Add +8.2% 93,533 $14.3M
Tocqueville Asset Management L.P. 0.22% Reduce -0.3% 93,396 $14.3M
NorthCoast Asset Management LLC 0.10% Add +6.6% 100,664 $14.2M
Ithaka Group LLC 2.69% Reduce -0.9% 92,741 $14.2M
Jamison Private Wealth Management, Inc. 2.15% Add +2.2% 92,411 $14.2M
Federation des caisses Desjardins du Quebec 0.07% Add +6.6% 92,104 $14.1M
Adalta Capital Management LLC 7.22% No change 91,406 $14.0M
Sequoia Financial Advisors, LLC 0.15% Add +1.7% 91,051 $13.9M
Tenere Capital LLC 3.67% Add +5.4% 90,120 $13.8M
St Germain D J Co. Inc. 0.63% Add +1.2% 90,069 $13.8M
Tiaa Trust, National Association 0.04% Add +208.2% 89,872 $13.8M
Yousif Capital Management, LLC 0.15% Reduce -0.9% 89,600 $13.7M
Chesley Taft & Associates LLC 0.65% Reduce -0.4% 88,724 $13.6M
Mutual of America Capital Management LLC 0.14% Reduce -1.6% 88,672 $13.6M
SOL Capital Management CO 1.49% Add +2.5% 87,599 $13.4M
Colonial Trust Advisors 1.16% Add +1.8% 87,594 $13.4M
Chartwell Investment Partners, LLC 0.46% Reduce -2.2% 87,456 $13.4M
CWA Asset Management Group, LLC 0.71% — 86,684 $13.3M
Mark Asset Management LP 1.64% Reduce -0.6% 86,377 $13.2M
Consolidated Investment Group LLC 1.96% No change 86,229 $13.2M
Nissay Asset Management Corp. /Japan 0.08% Reduce -0.3% 86,090 $13.2M
Prime Capital Investment Advisors, LLC 0.19% Reduce -0.1% 85,014 $13.0M
Steward Partners Investment Advisory, LLC 0.12% Add +0.6% 84,035 $12.9M
State of Alaska, Department of Revenue 0.14% Add +7.6% 83,650 $12.8M
Jacobson & Schmitt Advisors, LLC 2.61% Add +2.0% 83,190 $12.7M
Sargent Investment Group, LLC 2.27% Reduce -3.5% 82,621 $12.7M
BW Gestao de Investimentos Ltda. 2.08% Reduce -38.3% 81,866 $12.5M
Hilton Capital Management, LLC 0.97% Add +1.6% 81,767 $12.5M
Commerce Bank 0.08% Add +170.1% 81,260 $12.4M
Atria Investments, Inc 0.15% Reduce -4.9% 80,273 $12.3M
Bleichroeder LP 3.30% No change 80,000 $12.3M
FineMark National Bank & Trust 0.42% Reduce -0.9% 78,355 $12.0M
Advisors Asset Management, Inc. 0.22% Add +1.5% 78,203 $12.0M
Community Bank & Trust, Waco, Texas 2.66% Add +0.1% 77,072 $11.8M
Account Management LLC 13.84% Reduce -11.6% 76,031 $11.6M
Stratos Wealth Partners, LTD. 0.17% Add +9.3% 75,914 $11.6M
SG Americas Securities, LLC 0.04% Reduce -46.9% 75,654 $11.6M
Scotia Capital Inc. 0.06% Reduce -29.9% 75,616 $11.6M
Clarkston Capital Partners, LLC 0.21% No change 75,325 $11.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.12% Add +2.0% 75,267 $11.5M
Tranquility Partners, LLC 4.17% Reduce -0.6% 75,040 $11.5M
Meyer Handelman Co. 0.39% Reduce -0.3% 75,012 $11.5M
Hudson Bay Capital Management LP 0.09% New 75,000 $11.5M
Equitable Holdings, Inc. 0.11% Add +7.2% 74,909 $11.5M
O'shaughnessy Asset Management, LLC 0.10% Add +34.9% 72,426 $11.3M
Peapack Gladstone Financial Corp. 0.16% Reduce -0.7% 73,203 $11.2M
NewEdge Advisors, LLC 0.07% Reduce -28.9% 73,122 $11.2M
Iat Reinsurance Co. LTD. 2.81% New 73,000 $11.2M
Sierra Summit Advisors LLC 2.56% Add +138.7% 72,618 $11.1M
B. Riley Wealth Advisors, Inc. 0.31% Reduce -14.4% 72,907 $11.1M
Argent Trust Co 0.46% Reduce -7.8% 72,438 $11.1M
Gerber Kawasaki Wealth & Investment Management 0.51% Add +0.3% 71,877 $11.0M
Dupont Capital Management Corp. 0.91% No change 71,172 $10.9M
Clearstead Advisors, LLC 0.17% Add +4.7% 70,725 $10.8M
Snowden Capital Advisors LLC 0.33% Add +0.4% 70,641 $10.8M
Mirae Asset Global Investments Co., Ltd. 0.05% Reduce -3.1% 69,688 $10.8M
World Investment Advisors 0.33% Add +1.8% 69,523 $10.6M
Ancora Advisors LLC 0.24% Reduce -6.4% 68,994 $10.6M
Bradley Foster & Sargent Inc. 0.18% Add +24.0% 68,799 $10.5M
Elo Mutual Pension Insurance Co 0.22% Add +8.4% 67,920 $10.4M
Griffin Asset Management, Inc. 1.15% Reduce -0.8% 66,864 $10.2M
Cottage Street Advisors LLC 5.57% Reduce -0.2% 66,818 $10.2M
Northeast Financial Consultants Inc 0.44% Add +0.4% 66,066 $10.1M
Vanguard Personalized Indexing Management, LLC 0.16% Add +17.0% 65,870 $10.1M
O'ROURKE & COMPANY, Inc 5.03% Reduce -0.9% 65,661 $10.1M
BigSur Wealth Management LLC 2.74% Add +0.1% 64,895 $9.9M
Jones Financial Companies LLLP 0.01% Add +44.6% 62,954 $9.8M
Garrison Bradford & Associates Inc. 9.61% Reduce -8.9% 63,306 $9.7M
Perigon Wealth Management, LLC 0.26% Reduce -9.9% 63,224 $9.7M
Independent Advisor Alliance 0.35% Reduce -5.9% 62,540 $9.6M
B & T Capital Management DBA Alpha Capital Management 1.80% Reduce -4.4% 62,438 $9.6M
Bragg Financial Advisors, Inc 0.39% Add +0.9% 62,361 $9.5M
Independent Financial Group, LLC 0.35% Add +2.1% 62,355 $9.5M
Oppenheimer Asset Management Inc. 0.11% Add +2.8% 62,122 $9.5M
Transcend Capital Advisors, LLC 0.63% Reduce -2.4% 61,760 $9.5M
Oregon Public Employees Retirement Fund 0.18% Add +0.4% 61,615 $9.4M
Wealthfront Advisers LLC 0.03% Add +71.9% 61,326 $9.4M
Embree Financial Group 1.67% Add +1.7% 61,295 $9.4M
HRT Financial LP 0.05% Add +608.3% 60,433 $9.3M
Harbour Trust & Investment Management Co 1.05% Add +5.3% 60,226 $9.2M
Assetmark, Inc. 0.03% Add +23.5% 60,182 $9.2M
McIntyre Freedman & Flynn Investment Advisers Inc. 6.57% Reduce -1.5% 60,126 $9.2M
Jackson Wealth Management, LLC 1.09% Add +72.7% 59,870 $9.2M
Axxcess Wealth Management, LLC 0.23% Add +1.5% 59,496 $9.1M
Bridge Creek Capital Management LLC 2.73% Reduce -1.8% 59,195 $9.1M
American Assets Capital Advisers, LLC 2.76% Reduce -8.5% 58,823 $9.0M
American Century Companies Inc. 0.01% Reduce -0.3% 58,575 $9.0M
Capital Fund Management S.A. 0.10% Add +134.2% 58,151 $8.9M
Cornerstone Wealth Management, LLC 0.62% Reduce -1.8% 57,897 $8.9M
Silicon Valley Capital Partners 1.15% Reduce -3.8% 57,554 $8.8M
Welch Group, LLC 0.38% Add +5.8% 57,398 $8.8M
Capital Group Private Client Services, Inc. 0.08% Reduce -0.2% 57,077 $8.7M
Allianz Asset Management GmbH 0.01% Reduce -19.8% 57,002 $8.7M
Polar Capital Holdings Plc 0.04% Add +1.6% 56,460 $8.6M
Gulf International Bank (UK) Ltd 0.22% Reduce -4.1% 56,176 $8.6M
Wulff, Hansen & Co. 7.75% Reduce -5.8% 55,851 $8.6M
Kestra Private Wealth Services, LLC 0.16% Reduce -3.0% 55,536 $8.5M
Flossbach Von Storch SE 0.03% New 55,000 $8.4M
Seneca House Advisors 3.55% Reduce -9.2% 54,988 $8.4M
Ellis Investment Partners, LLC 1.64% Reduce -0.7% 54,845 $8.4M
Allen Capital Group, LLC 1.06% Reduce -2.2% 54,832 $8.4M
MAI Capital Management 0.08% Add +0.1% 54,805 $8.4M
Moors & Cabot, Inc. 0.42% Reduce -5.8% 54,586 $8.4M
Marietta Wealth Management, LLC 1.20% Add +2.1% 54,145 $8.3M
Beacon Pointe Advisors, LLC 0.10% Reduce -2.8% 54,030 $8.3M
Kennedy Capital Management LLC 0.18% Add +44.1% 53,777 $8.2M
Nordea Investment Management AB 0.01% Reduce -1.8% 53,541 $8.2M
&partners 0.16% Add +47.6% 53,447 $8.2M
Pacer Advisors, Inc. 0.02% Add +4.7% 53,408 $8.2M
EverSource Wealth Advisors, LLC 0.51% Reduce -2.6% 52,769 $8.1M
Towne Trust Company, N.A 2.85% Reduce -1.3% 51,805 $7.9M
Apollon Wealth Management, LLC 0.22% Add +0.5% 51,747 $7.9M
TCW Group Inc. 0.07% Reduce -44.8% 51,269 $7.9M
Tyler-Stone Wealth Management 1.48% Add +94.4% 51,131 $7.8M
Quantinno Capital Management LP 0.10% Add +32.9% 51,063 $7.8M
Vishria Bird Financial Group, LLC 2.96% Reduce 0.0% 51,048 $7.8M
Act Two Investors LLC 1.47% Reduce -0.3% 51,034 $7.8M
Waldron Private Wealth LLC 0.32% Reduce -0.5% 51,026 $7.8M
Abn Amro Investment Solutions 0.14% Reduce -36.6% 50,700 $7.8M
ArrowMark Colorado Holdings LLC 0.10% No change 50,700 $7.8M
Triangle Securities Wealth Management 1.99% Reduce -3.0% 50,271 $7.7M
Security National Bank 1.05% Reduce -1.0% 50,243 $7.7M
Kentucky Retirement Systems 0.23% Reduce -6.8% 50,164 $7.7M
Border to Coast Pensions Partnership Ltd 0.16% Reduce -41.2% 50,000 $7.6M
Royal Fund Management, LLC 0.54% Reduce -2.8% 49,384 $7.6M
Narwhal Capital Management 0.68% Reduce -0.5% 49,576 $7.6M
Covington Investment Advisors Inc. 1.13% Add +0.2% 49,235 $7.5M
Focused Wealth Management, Inc 1.01% Add +0.1% 48,942 $7.5M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.77% No change 48,455 $7.4M
DAVENPORT & Co LLC 0.04% Reduce -39.8% 48,444 $7.4M
Creegan & Nassoura Financial Group, LLC 4.67% Reduce -0.8% 48,410 $7.4M
Atria Wealth Solutions, Inc. 0.08% Reduce -21.8% 47,467 $7.3M
Carret Asset Management, LLC 0.79% Add +0.2% 47,431 $7.3M
Candriam S.C.A. 0.04% Add +11.3% 47,008 $7.2M
Mizuho Securities USA LLC 0.15% Reduce -15.3% 46,693 $7.2M
Kercheville Advisors, LLC 3.02% Add +11.7% 46,664 $7.1M
Motco 0.71% Reduce -11.8% 46,439 $7.1M
Fiduciary Group, LLC 0.72% Reduce -1.2% 46,346 $7.1M
Global Retirement Partners, LLC 0.21% Reduce -4.5% 45,301 $6.9M
Kavar Capital Partners Group, LLC 1.10% Add +0.1% 45,246 $6.9M
HM Payson & Co. 0.12% Reduce -1.1% 45,033 $6.9M
Compass Wealth Management LLC 1.59% Reduce -1.3% 44,158 $6.8M
Beta Wealth Group, Inc. 3.04% Reduce -8.8% 44,037 $6.7M
Caldwell Trust Co 0.71% Add +0.7% 43,953 $6.7M
Thrivent Financial for Lutherans 0.01% Reduce -1.7% 43,846 $6.7M
Bremer Bank National Association 1.26% Reduce -1.5% 43,471 $6.7M
ExodusPoint Capital Management, LP 0.07% Add +87.1% 43,189 $6.6M
Naples Global Advisors, LLC 0.61% Reduce -0.8% 43,098 $6.6M
Ilmarinen Mutual Pension Insurance Co 0.07% No change 43,000 $6.6M
JRM Investment Counsel, LLC 2.38% Reduce -16.6% 42,446 $6.5M
Foundations Investment Advisors, LLC 0.14% Add +13.2% 42,220 $6.5M
Ellsworth Advisors, LLC 1.67% Reduce -0.2% 42,137 $6.5M
Duncker Streett & Co. Inc. 1.16% Reduce -8.1% 41,597 $6.4M
Liontrust Investment Partners LLP 0.09% No change 51,313 $6.4M
SFE Investment Counsel 1.32% Reduce -0.8% 41,407 $6.3M
Howland Capital Management LLC 0.27% Add +6.9% 41,354 $6.3M
Glassy Mountain Advisors, Inc. 2.22% Add +4.0% 41,291 $6.3M
Rakuten Investment Management, Inc. 0.04% Add +33.8% 40,703 $6.3M
Greenwich Wealth Management LLC 0.43% No change 41,125 $6.3M
Cwm, LLC 0.03% Add +5.2% 40,876 $6.3M
Maryland State Retirement & Pension System 0.13% Reduce -27.1% 40,790 $6.2M
Louisiana State Employees Retirement System 0.11% Add +0.3% 40,500 $6.2M
OMERS ADMINISTRATION Corp 0.06% No change 40,422 $6.2M
ProVise Management Group, LLC 0.49% Reduce -0.9% 40,274 $6.2M
GFG Capital, LLC 2.48% Reduce -1.0% 84,211 $6.1M
Securian Asset Management, Inc. 0.18% Reduce -3.2% 39,772 $6.1M
Lake Street Private Wealth, LLC 0.98% Add +3.0% 39,733 $6.1M
Quadrature Capital Ltd 0.14% Reduce -77.9% 39,735 $6.1M
AIA Group Ltd 0.16% Add +35.4% 39,562 $6.1M
Pinnacle Financial Partners Inc 0.12% Add +0.2% 39,394 $6.0M
Hedeker Wealth, LLC 1.59% Add +1.9% 39,259 $6.0M
Rockline Wealth Management, LLC 1.69% Add +2.0% 39,163 $6.0M
Proficio Capital Partners LLC 0.60% Reduce -5.7% 39,151 $6.0M
Allen Investment Management, LLC 0.07% Add +63.0% 38,882 $6.0M
Graypoint LLC 0.38% Add +2.3% 38,696 $5.9M
Uhlmann Price Securities, LLC 4.71% — 38,677 $5.9M
Advisory Services Network, LLC 0.12% No change 47,566 $5.9M
Beach Investment Counsel Inc. 0.73% Reduce -0.7% 38,446 $5.9M
Harbor Investment Advisory, LLC 0.58% Add +0.6% 38,427 $5.9M
Stablepoint Partners, LLC 1.05% Reduce -3.9% 37,609 $5.8M
Cross Staff Investments Inc 4.44% Reduce -11.3% 37,607 $5.8M
Rosenblum Silverman Sutton S F Inc. 1.47% Reduce -0.3% 37,527 $5.7M
CTC LLC 0.26% Add +0.6% 37,514 $5.7M
Coastal Bridge Advisors, LLC 1.42% Reduce -0.2% 37,438 $5.7M
First Interstate Bank 0.35% Add +1.0% 37,414 $5.7M
Old Second National Bank of Aurora 1.38% Reduce -1.7% 37,291 $5.7M
Werlinich Asset Management, LLC 3.27% No change 36,812 $5.6M
Argonautica Private Wealth Management, Inc. 1.85% Add +0.8% 36,494 $5.6M
Bill Few Associates, Inc. 1.98% Reduce -1.1% 36,360 $5.6M
ING Groep NV 0.03% Reduce -58.9% 36,294 $5.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.06% Add +13.5% 36,280 $5.6M
Colonial Trust Co / SC 0.86% Add +2.7% 36,249 $5.6M
City of London Investment Management Co. Ltd. 0.48% Add +15.9% 36,081 $5.5M
Syntegra Private Wealth Group, LLC 0.64% Reduce -0.1% 36,009 $5.5M
Blue Zone Wealth Advisors, LLC 1.71% Add +0.8% 35,853 $5.5M
Lantern Wealth Advisors, LLC 3.80% Reduce -3.3% 35,849 $5.5M
FORA Capital, LLC 0.64% Add +46.1% 35,799 $5.5M
UniSuper Management Pty Ltd 0.04% Reduce -0.9% 35,745 $5.5M
Avantax Advisory Services, Inc. 0.04% Reduce -16.5% 35,705 $5.5M
Private Wealth Partners, LLC 0.43% Add +1.4% 35,634 $5.5M
Resources Management Corp. /CT/ 0.74% Reduce -0.4% 35,600 $5.5M
Venture Visionary Partners LLC 0.24% Reduce -30.0% 35,518 $5.4M
Knights of Columbus Asset Advisors LLC 0.36% Reduce -3.6% 35,461 $5.4M
Cannell & Spears LLC 0.11% Add +5.3% 35,427 $5.4M
Core Alternative Capital 1.05% Reduce -2.1% 35,341 $5.4M
OneDigital Investment Advisors LLC 0.06% Add +4.3% 34,999 $5.4M
Florida Trust Wealth Management Co 0.17% Add +66.7% 34,983 $5.4M
New Mexico Educational Retirement Board 0.18% Reduce -2.5% 34,900 $5.3M
Insigneo Advisory Services, LLC 0.54% Add +1.6% 34,718 $5.3M
F/m Investments LLC 0.17% Reduce -0.4% 34,597 $5.3M
Waterloo Capital, L.P. 0.58% Reduce -10.1% 34,449 $5.3M
SteelPeak Wealth, LLC 0.23% Add +0.8% 34,247 $5.2M
Clear Harbor Asset Management, LLC 0.43% Add +0.0% 34,229 $5.2M
Concurrent Investment Advisors, LLC 0.15% Add +4.5% 34,084 $5.2M
Easterly Investment Partners LLC 0.42% Add +0.0% 33,946 $5.2M
Sierra Capital LLC 0.62% Add +93.9% 33,729 $5.2M
Virtu Financial LLC 0.28% New 33,715 $5.2M
AXA S.A. 0.02% Reduce -3.1% 33,707 $5.2M
Ranch Capital Advisors Inc. 2.43% Add +3.3% 33,679 $5.2M
Tritonpoint Wealth, LLC 0.47% Add +19.6% 33,278 $5.2M
First Manhattan Co. Llc. 0.02% Add +9.4% 33,259 $5.1M
Modus Advisors, LLC 1.67% Add +2.1% 33,112 $5.1M
Horizon Kinetics Asset Management LLC 0.08% Add +251.8% 33,100 $5.1M
D. E. Shaw & Co. 0.01% Reduce -81.1% 33,044 $5.1M
Kingfisher Capital LLC 1.16% Reduce -3.7% 32,989 $5.1M
1ST Source Bank 0.28% Reduce -0.2% 32,720 $5.0M
Next Level Private LLC 2.05% Add +0.3% 32,707 $5.0M
Dakota Wealth Management 0.11% Add +2.6% 32,557 $5.0M
Wellington Shields & Co., LLC 1.51% Reduce -1.3% 32,527 $5.0M
Trexquant Investment LP 0.06% Reduce -24.9% 31,827 $4.9M
NEOS Investment Management LLC 0.15% Add +25.7% 31,815 $4.9M
Synovus Financial Corp. 0.06% Add +0.3% 31,635 $4.8M
Crossmark Global Holdings, Inc. 0.09% Reduce -2.1% 31,498 $4.8M
Jaffetilchin Investment Partners, LLC 0.36% Add +1.7% 31,310 $4.8M
Arkadios Wealth Advisors 0.27% Add +133.8% 31,251 $4.8M
Kaizen Financial Strategies 2.78% Reduce -3.2% 31,181 $4.8M
Spire Wealth Management 0.16% Add +5.6% 31,001 $4.7M
M&G PLC 0.03% Reduce -22.3% 30,700 $4.7M
Integrated Wealth Concepts LLC 0.06% Add +1.1% 30,671 $4.7M
Ethic Inc. 0.12% Reduce -5.5% 35,321 $4.6M
Vinva Investment Management Ltd 0.20% Add +11.2% 29,783 $4.6M
Avitas Wealth Management LLC 0.65% Add +1.5% 30,030 $4.6M
Wambolt & Associates, LLC 1.26% Add +8.3% 30,220 $4.6M
Bard Financial Services, Inc. 0.54% Reduce -9.5% 29,875 $4.6M
EFG Asset Management (North America) Corp. 0.76% Reduce -4.1% 29,768 $4.6M
Norinchukin Bank, The 0.11% Add +17.4% 29,759 $4.6M
Shepherd Financial Partners LLC 0.55% Reduce -1.8% 29,705 $4.5M
Essex Financial Services, Inc. 0.33% Reduce -2.6% 26,959 $4.5M
Cullinan Associates Inc. 0.26% Reduce -1.1% 26,442 $4.5M
Wilmington Savings Fund Society, FSB 0.08% New 29,391 $4.5M
UNIVEST FINANCIAL Corp 0.30% Add +506.7% 29,278 $4.5M
Empowered Funds, LLC 0.07% Add +12.5% 29,148 $4.5M
Parallel Advisors, LLC 0.11% Add +18.1% 29,104 $4.5M
Capital Planning Advisors, LLC 0.67% Add +3.3% 28,882 $4.4M
Evergreen Capital Management LLC 0.15% Add +20.1% 28,741 $4.4M
Composition Wealth, LLC 0.10% Reduce -0.4% 28,722 $4.4M
Cornerstone Wealth Group, LLC 0.36% Reduce -0.2% 28,715 $4.4M
Sculati Wealth Management, LLC 1.75% Reduce -6.5% 28,601 $4.4M
Wedbush Securities Inc. 0.16% Reduce -20.8% 28,597 $4.4M
RKL Wealth Management LLC 0.40% Add +1.9% 28,582 $4.4M
Glenmede Trust Co. NA 0.02% Add +1.1% 28,505 $4.4M
Orion Porfolio Solutions, LLC 0.04% Add +3.6% 28,456 $4.4M
Orion Portfolio Solutions, LLC 0.04% Add +3.6% 28,456 $4.4M
Sterling Capital Management LLC 0.06% — 28,307 $4.3M
Coastline Trust Co 0.51% Add +9.1% 28,279 $4.3M
Atlanta Consulting Group Advisors, LLC 1.07% Add +6.3% 28,046 $4.3M
Metis Global Partners, LLC 0.13% Add +3.9% 28,027 $4.3M
Chicago Capital, LLC 0.12% Add +0.0% 27,979 $4.3M
Cyndeo Wealth Partners, LLC 0.30% Add +45.6% 27,785 $4.3M
Vontobel Holding Ltd. 0.01% Add +125.0% 27,688 $4.2M
Cohen Investment Advisors LLC 2.59% Add +4.6% 27,667 $4.2M
EP Wealth Advisors, LLC 0.04% Add +25.3% 27,445 $4.2M
International Assets Investment Management, LLC 0.34% Add +0.9% 27,435 $4.2M
Sandler Capital Management 0.81% New 27,370 $4.2M
Balyasny Asset Management L.P. 0.01% Reduce -49.0% 27,273 $4.2M
Allworth Financial LP 0.03% Reduce -8.2% 27,086 $4.1M
U.S. Capital Wealth Advisors, LLC 0.15% Add +47.7% 27,078 $4.1M
Resolute Wealth Strategies, LLC 2.15% Reduce -1.8% 27,068 $4.1M
Regions Financial Corp. 0.03% Reduce -24.4% 26,917 $4.1M
Wealthcare Advisory Partners LLC 0.12% Add +3.1% 26,815 $4.1M
Holderness Investments Co. 0.89% Reduce -0.5% 26,751 $4.1M
B. Metzler seel. Sohn & Co. Holding AG 0.04% — 26,662 $4.1M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -48.6% 26,662 $4.1M
Edge Capital Group, LLC 0.18% Reduce -1.5% 26,641 $4.1M
D L Carlson Investment Group Inc. 0.74% No change 26,535 $4.1M
PFG Investments, LLC 0.26% Add +0.4% 26,519 $4.1M
Abbot Financial Management, Inc. 2.04% Add +0.5% 26,469 $4.1M
Brown, Lisle/Cummings, Inc. 1.22% Add +0.9% 26,285 $4.0M
WealthPlan Investment Management, LLC 0.41% Add +60.0% 26,213 $4.0M
Oxford Financial Group, LTD. LLC 0.25% Reduce -1.2% 26,055 $4.0M
Wealthspire Advisors, LLC 0.04% Add +4.8% 26,030 $4.0M
HB Wealth Management, LLC 0.04% Add +5.5% 25,939 $4.0M
Glenview Trust Co 0.08% Add +0.4% 25,877 $4.0M
Stock Yards Bank & Trust Co. 0.13% Add +2.5% 25,865 $4.0M
Retirement Planning Co of New England, Inc. 1.97% Reduce -3.4% 25,845 $4.0M
Kampmann Melissa S. 2.79% Add +0.3% 25,795 $3.9M
Compass Ion Advisors, LLC 0.48% Add +1.3% 25,767 $3.9M
Flagship Harbor Advisors, LLC 0.22% Add +2.3% 25,602 $3.9M
United Capital Financial Advisors, LLC 0.03% Reduce -0.0% 25,587 $3.9M
Thomas Story & Son LLC 1.59% Reduce -0.6% 25,416 $3.9M
Accuvest Global Advisors 3.34% Add +12.2% 25,119 $3.9M
StoneX Group Inc. 0.28% Reduce -18.9% 25,278 $3.9M
Natixis 0.02% Reduce -44.7% 25,207 $3.9M
Point Windward Advisors Inc. 1.45% Reduce -4.0% 25,060 $3.8M
Dudley Capital Management, LLC 2.00% Reduce -1.2% 25,004 $3.8M
Kentucky Farm Bureau Mutual Insurance Co 0.83% No change 25,000 $3.8M
Siemens Fonds Invest GmbH 0.30% Add +4.9% 24,994 $3.8M
Wealth Effects LLC 1.34% Reduce -0.5% 24,981 $3.8M
Community Trust & Investment Co. 0.24% Reduce -1.7% 24,872 $3.8M
Daiichi Life Insurance Co., Ltd. 0.10% No change 24,807 $3.8M
Summit Place Financial Advisors, LLC 2.11% Reduce -5.6% 24,666 $3.8M
Alps Advisors Inc. 0.03% Add +5.0% 24,570 $3.8M
Oxbow Advisors, LLC 0.38% Reduce -7.6% 24,538 $3.8M
Steamboat Capital Partners, LLC 1.19% Reduce -2.0% 24,468 $3.7M
Huntington National Bank 0.04% Add +1.9% 24,451 $3.7M
Great Valley Advisor Group, Inc. 0.09% Reduce -0.3% 24,451 $3.7M
Rathbones Group PLC 0.02% Reduce -23.8% 24,134 $3.7M
Brown Brothers Harriman & Co. 0.03% Add +3.5% 24,095 $3.7M
J.W. Cole Advisors, Inc. 0.15% Add +1.9% 23,815 $3.6M
Investment Management Corp of Ontario 0.08% Add +49.0% 23,728 $3.6M
Bleakley Financial Group, LLC 0.11% Reduce -29.1% 23,700 $3.6M
Capital Management Associates 4.03% Add +7.3% 23,629 $3.6M
Fiduciary Trust Co 0.05% Reduce -12.4% 23,595 $3.6M
1776 Wealth LLC 1.63% No change 23,497 $3.6M
Mgo One Seven LLC 0.16% Add +0.1% 23,393 $3.6M
Torray Investment Partners LLC 0.50% Reduce -33.3% 23,323 $3.6M
Lombard Odier Asset Management (Switzerland) SA 0.30% Add +44.2% 23,320 $3.6M
Cannon Advisors, Inc. 2.92% — 23,033 $3.6M
Diversify Advisory Services, LLC 0.19% Reduce -14.0% 21,114 $3.6M
Somerset Group LLC 3.28% Reduce -0.5% 23,197 $3.6M
NorthCrest Asset Manangement, LLC 0.11% Add +13.4% 23,092 $3.5M
Diligent Investors, LLC 0.82% Reduce -0.6% 23,025 $3.5M
Pine Valley Investments Ltd Liability Co 0.24% Reduce -0.5% 22,916 $3.5M
Northwestern Mutual Investment Management Company, LLC 0.08% Add +0.3% 22,822 $3.5M
Register Financial Advisors LLC 1.79% Reduce -7.0% 22,804 $3.5M
Capital Group Investment Management Pte. LTD. 0.70% Add +2.0% 22,762 $3.5M
Sterling Investment Advisors, Ltd. 0.88% Reduce -5.8% 22,736 $3.5M
Boston Financial Mangement LLC 0.10% Add +1.2% 22,682 $3.5M
Waverly Advisors, LLC 0.06% Add +5.3% 22,504 $3.4M
Bokf, NA 0.06% Add +156.6% 22,490 $3.4M
Rational Advisors, Inc. 0.33% Add +4.8% 22,000 $3.4M
Van Eck Associates Corp. 0.00% Add +19.4% 20,094 $3.4M
Tower Research Capital LLC (TRC) 0.09% Reduce -43.9% 21,755 $3.3M
Wbi Investments, LLC 0.80% Reduce -22.6% 21,700 $3.3M
Hennion & Walsh Asset Management, Inc. 0.15% Reduce -1.4% 21,616 $3.3M
FAS Wealth Partners, Inc. 0.26% Add +3.8% 21,636 $3.3M
Rehmann Capital Advisory Group 0.22% Add +1.4% 21,567 $3.3M
Kerusso Capital Management LLC 2.09% Add +6.4% 21,478 $3.3M
Kentucky Retirement Systems Insurance Trust Fund 0.23% Reduce -7.5% 21,320 $3.3M
Centaurus Financial, Inc. 0.21% Add +0.1% 21,301 $3.3M
Y-Intercept (Hong Kong) Ltd 0.20% New 21,063 $3.2M
Means Investment Co., Inc. 0.36% Reduce -0.4% 21,034 $3.2M
Ashton Thomas Private Wealth, LLC 0.17% Add +0.7% 21,012 $3.2M
Johnson Investment Counsel Inc. 0.03% Add +0.8% 20,932 $3.2M
Tokio Marine Asset Management Co. Ltd. 0.14% Add +4.2% 20,749 $3.2M
Savant Capital, LLC 0.03% Add +7.8% 20,489 $3.1M
WealthPLAN Partners, LLC 0.42% Reduce -28.1% 20,403 $3.1M
Mesirow Financial Investment Management, Inc. 0.06% Add +5.5% 20,385 $3.1M
Waterfront Capital Partners, LLC 0.56% New 20,023 $3.1M
Hudock, Inc. 0.53% Add +2.2% 20,011 $3.1M
EULAV Asset Management 0.07% No change 20,000 $3.1M
Grandview Asset Management LLC 1.75% Reduce -21.6% 19,967 $3.1M
Stonegate Investment Group, LLC 0.08% Reduce -1.1% 19,858 $3.0M
St. Clair Advisors, LLC 0.86% No change 19,839 $3.0M
Two Sigma Securities, LLC 0.24% Add +2.6% 19,773 $3.0M
Kingsview Wealth Management, LLC 0.06% Reduce -3.9% 19,773 $3.0M
Alaethes Wealth, LLC 1.11% Reduce -6.8% 19,624 $3.0M
Raymond James Trust N.A. 0.07% Reduce -9.5% 19,569 $3.0M
Transform Wealth, LLC 0.20% Reduce -3.4% 19,555 $3.0M
Gotham Asset Management 0.03% Add +3.0% 19,458 $3.0M
Ballast Advisors LLC 0.92% Reduce -4.1% 19,346 $3.0M
Lake Street Advisors Group, LLC 0.14% Reduce -52.5% 19,340 $3.0M
Red Door Wealth Management, LLC 0.49% Reduce -0.5% 19,237 $2.9M
Berkshire Asset Management LLC 0.15% No change 23,773 $2.9M
Trust Co. of Toledo NA 0.40% Add +23.3% 19,184 $2.9M
Capital City Trust Co. 0.72% Add +5.2% 19,066 $2.9M
Platform Technology Partners 0.91% Add +4.3% 18,981 $2.9M
Daymark Wealth Partners, LLC 0.12% Add +1.7% 18,921 $2.9M
Proactive Wealth Strategies LLC 1.59% — 18,747 $2.9M
IMC-Chicago, LLC 0.08% New 18,728 $2.9M
Tealwood Asset Management Inc. 1.26% Reduce -1.6% 18,670 $2.9M
Field & Main Bank 1.01% Reduce -1.8% 18,585 $2.8M
South Dakota Investment Council 0.06% No change 18,480 $2.8M
Magnus Financial Group LLC 0.29% Reduce -1.9% 18,425 $2.8M
Bay Rivers Group 1.40% Reduce -6.6% 18,372 $2.8M
Townsquare Capital LLC 0.03% Add +8.7% 18,367 $2.8M
Ellerson Group Inc. 2.20% Reduce -6.1% 18,312 $2.8M
Great Lakes Retirement, Inc. 0.36% Add +3.3% 18,306 $2.8M
AQR Capital Management 0.00% Reduce -7.4% 18,348 $2.8M
King Wealth Management Group 0.44% Add +0.0% 18,294 $2.8M
Hamilton Capital Partners Inc. 0.24% Add +0.5% 18,280 $2.8M
Cary Street Partners Investment Advisory LLC 0.10% Add +2.4% 18,242 $2.8M
Marion Wealth Management 0.74% Add +1.1% 18,211 $2.8M
JBR Co Financial Management Inc 1.82% No change 18,171 $2.8M
Principle Wealth Partners LLC 0.20% Reduce -5.5% 18,057 $2.8M
Valley National Advisers Inc. 0.50% Reduce -6.7% 18,051 $2.8M
Royal Capital Wealth Management, LLC 1.95% Reduce -1.6% 18,008 $2.8M
CGN Advisors LLC 0.28% Add +3.7% 17,927 $2.7M
Bridgewater Advisors Inc. 0.29% Add +0.9% 16,145 $2.7M
Canton Hathaway, LLC 0.68% No change 17,852 $2.7M
Krilogy Financial LLC 0.19% Add +0.1% 17,854 $2.7M
GPS Wealth Strategies Group, LLC 0.36% Add +0.7% 17,763 $2.7M
Sigma Planning Corp 0.08% Reduce -2.6% 17,699 $2.7M
Mutual Advisors, LLC 0.08% Add +2.9% 15,951 $2.7M
HighPoint Advisor Group LLC 0.16% Reduce -1.5% 16,065 $2.7M
StrongBox Wealth, LLC 1.15% Add +1.9% 17,594 $2.7M
First Trust Direct Indexing L.P. 0.14% Add +27.1% 17,563 $2.7M
Schechter Investment Advisors, LLC 0.20% Reduce -0.9% 17,555 $2.7M
Assenagon Asset Management S.A. 0.01% Add +8.8% 17,555 $2.7M
Terra Nova Asset Management LLC 1.99% Add +0.3% 17,507 $2.7M
Benjamin Edwards Inc. 0.04% Add +268.6% 17,463 $2.7M
Ossiam 0.05% Reduce -53.7% 17,462 $2.7M
Robeco Institutional Asset Management B.V. 0.01% Add +27.5% 17,438 $2.7M
Intellectus Partners, LLC 0.68% Add +5.2% 17,414 $2.7M
Blue Square Asset Management, LLC 1.42% Add +3.2% 17,241 $2.6M
Citizens Financial Group Inc. 0.05% Add +22.1% 17,238 $2.6M
Blue Fin Capital, Inc. 0.50% Add +4.6% 17,132 $2.6M
Herbst Group, LLC 1.62% Reduce -1.7% 17,076 $2.6M
True North Advisors, LLC 0.68% Reduce -9.6% 17,055 $2.6M
Pekin Hardy Strauss, Inc. 0.33% Reduce -2.9% 16,949 $2.6M
Baldwin Investment Management, LLC 0.32% Reduce -1.1% 16,922 $2.6M
Principal Securities, Inc. 0.06% Reduce -5.2% 16,865 $2.6M
Madison Park Capital Advisors, LLC 1.93% Add +1.5% 16,817 $2.6M
Tidal Investments LLC 0.03% Reduce -54.2% 16,794 $2.6M
Aviance Capital Partners, LLC 0.34% Reduce -0.1% 16,787 $2.6M
First National Bank Sioux Falls 1.16% No change 16,693 $2.6M
Joel Isaacson & Co., LLC 0.12% Add +0.3% 16,634 $2.5M
United Services Automobile Association 0.06% Reduce -18.2% 16,605 $2.5M
Compound Planning, Inc. 0.16% Add +9.3% 16,487 $2.5M
Meeder Advisory Services, Inc. 0.16% Add +6.8% 16,485 $2.5M
Intrepid Financial Planning Group LLC 1.08% Reduce -3.8% 16,473 $2.5M
Institute for Wealth Management, LLC. 0.32% Reduce -0.0% 16,473 $2.5M
Northcape Wealth Management, LLC 0.82% Reduce -7.5% 16,374 $2.5M
MWA Asset Management 1.64% Add +0.5% 16,152 $2.5M
Koa Wealth Management, LLC 1.91% Reduce -11.5% 16,125 $2.5M
Avidian Wealth Enterprises, LLC 0.11% Add +0.8% 16,125 $2.5M
Modera Wealth Management, LLC 0.03% Add +0.0% 16,016 $2.5M
Nomura Holdings Inc. 0.02% Reduce -78.7% 15,974 $2.4M
Acorn Wealth Advisors, LLC 1.05% Add +0.7% 15,928 $2.4M
TrinityPoint Wealth, LLC 0.35% Reduce -0.4% 15,837 $2.4M
Dearborn Partners LLC 0.10% Reduce -3.2% 15,668 $2.4M
Penbrook Management LLC 1.55% Reduce -6.0% 15,600 $2.4M
Covenant Asset Management, LLC 0.53% Reduce -3.2% 15,545 $2.4M
Rossmore Private Capital 0.29% No change 15,539 $2.4M
Harvest Fund Management Co., Ltd 0.14% Add +198.7% 15,536 $2.4M
Nations Financial Group Inc, /Ia/ 0.17% Reduce -1.7% 15,336 $2.3M
GoalVest Advisory LLC 0.67% Reduce -6.7% 15,325 $2.3M
XML Financial, LLC 0.22% Reduce -3.0% 15,310 $2.3M
Taylor Financial Group, Inc. 1.62% Add +0.8% 15,266 $2.3M
Linden Thomas Advisory Services, LLC 0.32% Add +4.5% 15,266 $2.3M
Insight Advisors, LLC/ PA 0.40% Add +0.8% 15,148 $2.3M
Sit Investment Associates Inc. 0.05% No change 15,100 $2.3M
Belpointe Asset Management LLC 0.14% Reduce -14.7% 15,065 $2.3M
Pinnacle West Asset Management, Inc. 1.65% Reduce -0.7% 15,055 $2.3M
Signaturefd, LLC 0.04% Add +10.4% 15,036 $2.3M
Gateway Investment Advisers LLC 0.03% Reduce -0.6% 15,002 $2.3M
White Knight Strategic Wealth Advisors, LLC 2.08% Reduce -9.6% 14,985 $2.3M
Pittenger & Anderson Inc. 0.09% Add +4.5% 14,970 $2.3M
Harvest Investment Advisors, LLC 1.56% Reduce -2.0% 14,953 $2.3M
RiverPark Advisors, LLC 1.87% Reduce -19.8% 14,925 $2.3M
River Street Advisors LLC 1.25% Add +4.3% 14,889 $2.3M
Kingswood Wealth Advisors, LLC 0.16% Reduce -2.2% 14,857 $2.3M
Waters Parkerson & Co., LLC 0.12% No change 14,882 $2.3M
Hills Bank & Trust Co 0.17% Reduce -1.1% 14,839 $2.3M
Opinicus Capital, Inc. 1.80% Reduce -8.6% 14,712 $2.3M
Stiles Financial Services Inc 0.79% Reduce -4.0% 14,633 $2.2M
Conway Capital Management, Inc. 1.08% Add +2.3% 14,567 $2.2M
Western Wealth Management, LLC 0.13% Reduce -0.4% 14,564 $2.2M
Independent Solutions Wealth Management, LLC 0.50% Add +3.0% 14,504 $2.2M
Chickasaw Capital Management LLC 0.09% Add +3.0% 14,474 $2.2M
Scientech Research LLC 0.44% Add +30.9% 14,424 $2.2M
Thoroughbred Financial Services, LLC 0.14% Add +0.7% 14,420 $2.2M
Summit Trail Advisors, LLC 0.05% Add +2.0% 14,346 $2.2M
Diversify Wealth Management, LLC 0.21% Add +11.6% 13,150 $2.2M
Vestcor Inc 0.07% No change 14,237 $2.2M
Frank, Rimerman Advisors LLC 0.15% Add +1.4% 14,178 $2.2M
Laird Norton Wetherby Wealth Management, LLC 0.10% Reduce -1.0% 14,148 $2.2M
IHT Wealth Management, LLC 0.06% Add +56.7% 14,168 $2.2M
Keybank National Association 0.01% Add +1.5% 14,123 $2.2M
Zevenbergen Capital Investments LLC 0.05% Add +1.7% 14,120 $2.2M
Redmond Asset Management, LLC 0.68% Reduce -0.9% 14,063 $2.2M
Valeo Financial Advisors, LLC 0.06% Add +13.7% 14,021 $2.1M
Park Avenue Securities LLC 0.02% Reduce -31.2% 13,988 $2.1M
Farther Finance Advisors, LLC 0.08% Add +45.9% 13,971 $2.1M
Harbor Capital Advisors, Inc. 0.09% Add +0.5% 13,926 $2.1M
Hilltop Holdings Inc. 0.14% Add +14.0% 13,895 $2.1M
Mitchell & Pahl Private Wealth, LLC 0.99% Reduce -1.4% 13,881 $2.1M
Accel Wealth Management 0.79% Reduce -2.4% 13,833 $2.1M
CW Advisors, LLC 0.03% Add +98.3% 13,824 $2.1M
Caz Investments LP 1.96% No change 13,800 $2.1M
Choate Investment Advisors 0.05% Add +11.9% 13,789 $2.1M
Patrick M Sweeney & Associates, Inc. 1.55% Reduce -0.5% 13,765 $2.1M
Ameritas Advisory Services, LLC 0.09% Reduce -16.4% 13,579 $2.1M
Accretive Wealth Partners, LLC 0.86% Reduce -2.4% 13,435 $2.1M
L.M. Kohn & Company 0.52% Add +1.1% 13,280 $2.0M
Edmond DE Rothschild Holding S.A. 0.03% Add +2.9% 13,245 $2.0M
New Vernon Investment Management LLC 2.18% No change 13,201 $2.0M
Smith, Moore & Co. 0.19% Reduce -1.8% 13,195 $2.0M
Klingman & Associates, LLC 0.12% Reduce -0.5% 13,139 $2.0M
Landscape Capital Management, L.L.C. 0.20% New 13,113 $2.0M
Norway Savings Bank 1.09% Add +3.2% 13,094 $2.0M
Dimension Capital Management LLC 0.38% Reduce -0.9% 13,064 $2.0M
Man Group plc 0.01% Reduce -60.4% 12,997 $2.0M
Brandywine Oak Private Wealth LLC 0.19% No change 12,919 $2.0M
O'Neil Global Advisors, Inc. 0.50% New 12,880 $2.0M
Merit Financial Group, LLC 0.04% Add +25.8% 12,864 $2.0M
Lodestone Wealth Management LLC 0.99% Reduce -5.0% 12,858 $2.0M
Osprey Private Wealth LLC 1.38% — 12,835 $2.0M
Beacon Investment Advisory Services, Inc. 0.08% Reduce -0.2% 12,825 $2.0M
Matrix Private Capital Group LLC 1.13% Reduce -5.7% 12,779 $2.0M
Aljian Capital Management, LLC 0.46% New 12,739 $2.0M
Bank Ozk 0.80% Reduce -1.1% 12,688 $1.9M
First United Bank & Trust 0.70% Reduce -4.3% 12,680 $1.9M
Procyon Advisors, LLC 0.13% Reduce -3.1% 12,657 $1.9M
Capstone Investment Advisors, LLC 0.07% New 12,578 $1.9M
Bryn Mawr Trust Advisors, LLC 0.10% Reduce -10.0% 12,566 $1.9M
Hilltop National Bank 0.58% Add +2.8% 12,528 $1.9M
Modern Wealth Management, LLC 0.12% Add +2.7% 12,515 $1.9M
Citizens & Northern Corp. 0.57% Add +7.5% 12,469 $1.9M
Orange Investment Advisors, Inc. 0.21% Reduce -5.5% 12,426 $1.9M
Brave Asset Management Inc. 0.47% No change 12,419 $1.9M
Rwa Wealth Partners, LLC 0.02% Reduce -3.6% 12,388 $1.9M
Carolinas Wealth Consulting LLC 0.34% Reduce -3.7% 12,362 $1.9M
Xcel Wealth Management, LLC 0.56% No change 12,293 $1.9M
AlphaCore Capital LLC 0.43% Add +1.6% 12,290 $1.9M
Horizon Investments, LLC 0.05% Reduce -1.6% 12,351 $1.9M
Segment Wealth Management, LLC 0.13% No change 12,260 $1.9M
Sowell Financial Services LLC 0.09% Reduce -11.4% 12,253 $1.9M
Waterfront Wealth Inc. 0.46% No change 11,100 $1.9M
Welch & Forbes LLC 0.02% Add +1.5% 12,202 $1.9M
Crescent Grove Advisors, LLC 0.19% No change 12,189 $1.9M
Strategic Wealth Partners, Ltd. 0.18% Reduce -25.5% 12,157 $1.9M
Sandbox Financial Partners, LLC 0.66% Add +1.9% 12,109 $1.9M
Douglass Winthrop Advisors, LLC 0.04% Add +5.1% 12,021 $1.8M
TCTC Holdings, LLC 0.06% No change 12,000 $1.8M
Hollencrest Capital Management 0.08% Add +0.2% 11,987 $1.8M
Capital Investment Advisors, LLC 0.04% Reduce -1.4% 11,942 $1.8M
Coldstream Capital Management Inc. 0.04% Add +76.2% 11,127 $1.8M
Spirit of America Management Corp. 0.36% Add +1.7% 11,750 $1.8M
Private Trust Co. NA 0.18% Reduce -0.8% 11,733 $1.8M
Ballentine Partners, LLC 0.03% Add +25.9% 11,718 $1.8M
HUB Investment Partners, LLC 0.08% Add +16.4% 11,709 $1.8M
Castle Rock Wealth Management, LLC 0.43% Add +1.3% 11,896 $1.8M
Westside Investment Management, Inc. 0.38% Reduce -10.1% 11,650 $1.8M
Good Life Advisors, LLC 0.11% Reduce -0.6% 11,633 $1.8M
Marcum Wealth, LLC 0.17% Reduce -4.3% 11,605 $1.8M
Angeles Wealth Management, LLC 0.15% Add +1.6% 11,600 $1.8M
Avity Investment Management Inc. 0.14% No change 11,585 $1.8M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -32.7% 11,576 $1.8M
Clarius Group, LLC 0.12% Add +0.9% 11,671 $1.8M
Summit Financial, LLC 0.07% Add +58.9% 11,571 $1.8M
Moseley Investment Management Inc. 0.71% Add +2.9% 11,565 $1.8M
Missouri Trust & Investment Co 0.61% Reduce -2.8% 11,483 $1.8M
Altus Wealth Group LLC 0.75% Add +23.8% 11,431 $1.8M
Sfmg, LLC 0.14% Add +0.4% 11,407 $1.7M
Prosperity Consulting Group, LLC 0.14% Add +95.7% 11,393 $1.7M
Investors Asset Management of Georgia Inc. /Ga/ 0.82% Reduce -8.4% 11,370 $1.7M
Meiji Yasuda Asset Management Co Ltd. 0.07% Reduce -26.8% 11,364 $1.7M
Nicolet Advisory Services, LLC 0.16% Add +3.4% 11,467 $1.7M
Walter & Keenan Wealth Management LLC /in/ 0.53% Add +0.1% 11,313 $1.7M
Prio Wealth Limited Partnership 0.05% No change 11,266 $1.7M
WoodTrust Financial Corp 0.25% Add +4.7% 11,259 $1.7M
CreativeOne Wealth, LLC 0.06% Add +91.9% 11,259 $1.7M
UMB Bank, n.a. 0.03% Reduce -9.4% 11,256 $1.7M
SeaCrest Wealth Management, LLC 0.19% Add +7.3% 11,255 $1.7M
Morse Asset Management, Inc 0.38% Add +0.7% 11,232 $1.7M
Profund Advisors LLC 0.06% Add +2.6% 11,185 $1.7M
DoubleLine ETF Adviser LP 0.42% Reduce -6.2% 11,134 $1.7M
Parcion Private Wealth LLC 0.14% Add +438.4% 11,101 $1.7M
Fulton Bank, N.A. 0.06% Add +1.1% 11,099 $1.7M
Blueshift Asset Management, LLC 0.42% Reduce -4.2% 11,025 $1.7M
Confluence Investment Management LLC 0.02% No change 11,000 $1.7M
Ar Asset Management Inc. 0.38% No change 11,000 $1.7M
Vident Advisory, LLC 0.04% Add +14.0% 10,975 $1.7M
CENTRAL TRUST Co 0.04% Reduce -12.9% 10,972 $1.7M
Carson Advisory Inc. 1.05% Reduce -0.2% 10,940 $1.7M
TBH Global Asset Management, LLC 0.37% No change 10,940 $1.7M
RDA Financial Network 0.52% Reduce -1.4% 10,923 $1.7M
Fortem Financial Group, LLC 0.67% Add +2.7% 10,785 $1.7M
Seelaus Asset Management LLC 1.54% Add +34.4% 10,754 $1.6M
Prudential PLC 0.01% No change 10,686 $1.6M
NorthRock Partners, LLC 0.05% Add +5.1% 10,663 $1.6M
Country Club Bank 0.11% No change 10,485 $1.6M
E&G Advisors, LLC 0.44% No change 10,484 $1.6M
Godshalk Welsh Capital Management, Inc. 1.00% No change 10,380 $1.6M
Legacy Advisors, LLC 0.17% Reduce -5.8% 10,377 $1.6M
Eastern Bank 0.03% New 10,376 $1.6M
Renaissance Investment Group LLC 0.33% Reduce -5.9% 10,281 $1.6M
Ritholtz Wealth Management 0.05% Add +10.4% 10,239 $1.6M
King Luther Capital Management Corp. 0.01% No change 10,118 $1.5M
Riverpark Capital Management LLC 2.81% Reduce -42.7% 10,091 $1.5M
Level Four Advisory Services, LLC 0.06% Add +7.5% 9,193 $1.5M
Fortis Capital Advisors, LLC 0.52% Reduce -17.6% 10,061 $1.5M
Curated Wealth Partners LLC 0.20% No change 10,049 $1.5M
Donald L. Hagan, LLC 0.78% No change 10,000 $1.5M
Cumberland Partners Ltd 0.11% New 10,000 $1.5M
Meitav Investment House Ltd. 0.03% Add +7.8% 10,030 $1.5M
Moneta Group Investment Advisors LLC 0.02% Reduce -10.1% 9,912 $1.5M
RMR Wealth Builders 0.16% Add +3.8% 9,900 $1.5M
Ayrshire Capital Management LLC 0.72% Add +1.4% 9,873 $1.5M
FRG Family Wealth Advisors LLC 0.27% No change 9,808 $1.5M
Sandy Cove Advisors, LLC 0.61% Reduce -0.1% 9,789 $1.5M
Virginia Wealth Management Group, Inc. 0.94% Add +1.1% 9,788 $1.5M
LBMC Investment Advisors, LLC 0.12% Add +0.0% 9,655 $1.5M
Carnegie Lake Advisors LLC 0.58% — 9,655 $1.5M
Cravens & Co Advisors, LLC 1.13% Reduce -7.3% 9,559 $1.5M
Chapin Davis, Inc. 0.47% Reduce -7.7% 9,544 $1.5M
United Bank 0.67% Reduce -5.9% 9,532 $1.5M
Heritage Investors Management Corp. 0.05% Reduce -12.7% 9,524 $1.5M
Cantor Fitzgerald Investment Advisors L.P. 0.10% Add +58.2% 9,492 $1.5M
Davis Investment Partners, LLC 0.61% No change 9,540 $1.5M
First Pacific Financial 0.34% Add +2.3% 9,435 $1.4M
Focus Partners Advisor Solutions, LLC 0.03% Add +5.8% 9,427 $1.4M
Zhang Financial LLC 0.09% Reduce -8.8% 9,396 $1.4M
LMG Wealth Partners, LLC 0.33% Add +5.4% 9,390 $1.4M
Mayflower Financial Advisors, LLC 0.22% Reduce -2.8% 9,357 $1.4M
Harmony Asset Management LLC 0.52% Add +0.8% 9,319 $1.4M
Samjo Management, LLC 0.49% Add +0.1% 9,310 $1.4M
Aspen Grove Capital, LLC 0.31% Add +0.0% 9,284 $1.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.21% Reduce -7.6% 9,227 $1.4M
Cornerstone National Bank & Trust Co 0.64% Add +0.8% 9,194 $1.4M
Mather Group, Llc. 0.02% Reduce -10.6% 9,179 $1.4M
Tradition Wealth Management, LLC 0.13% Add +2.6% 9,173 $1.4M
Jacobi Capital Management LLC 0.11% Add +0.4% 9,132 $1.4M
Qtron Investments LLC 0.19% Reduce -18.8% 9,102 $1.4M
Arete Wealth Advisors, LLC 0.12% Reduce -32.6% 9,112 $1.4M
Kathmere Capital Management, LLC 0.13% Add +0.9% 9,000 $1.4M
RW Investment Management LLC 0.17% Reduce -1.1% 9,000 $1.4M
LRI Investments, LLC 0.13% Add +17.2% 7,578 $1.4M
Kirtland Hills Capital Management, LLC 0.75% Add +10.2% 8,935 $1.4M
Promethium Advisors,llc 0.96% — 8,913 $1.4M
HBK Sorce Advisory LLC 0.04% Add +0.1% 8,839 $1.4M
17 Capital Partners, LLC 0.88% No change 8,831 $1.4M
Performance Wealth Partners, LLC 0.05% Reduce -5.5% 8,818 $1.4M
Diversified Trust Co. 0.03% Add +1.6% 8,804 $1.3M
Pictet North America Advisors SA 0.13% No change 8,800 $1.3M
Investment Partners Asset Management, Inc. 1.09% Reduce -2.9% 8,720 $1.3M
Pennsylvania Capital Management Inc. 0.48% Add +0.2% 8,715 $1.3M
Freestone Capital Holdings, LLC 0.05% Reduce -12.3% 8,687 $1.3M
Bailard, Inc. 0.03% Add +12.0% 8,605 $1.3M
Baxter Bros Inc. 0.17% Reduce -4.1% 8,594 $1.3M
Financial Counselors Inc. 0.02% Add +14.5% 8,546 $1.3M
McElhenny Sheffield Capital Management, LLC 0.43% No change 8,519 $1.3M
Apexium Financial, LP 0.09% Add +0.0% 8,507 $1.3M
Gratus Wealth Advisors, LLC 0.21% Add +1.3% 8,736 $1.3M
First National Trust Co 0.05% Reduce -1.7% 8,485 $1.3M
MIdWestOne Financial Group, Inc. 0.18% Reduce -2.8% 8,455 $1.3M
Leonteq Securities AG 0.15% Add +57.6% 8,455 $1.3M
Ascent Group, LLC 0.10% Add +7.7% 8,448 $1.3M
Verdence Capital Advisors LLC 0.10% Add +1.4% 8,410 $1.3M
Legacy Capital Group California, Inc. 0.43% Reduce -0.4% 8,391 $1.3M
Aptus Capital Advisors, LLC 0.02% Add +18.1% 8,388 $1.3M
Haverford Trust Co 0.01% Add +25.3% 8,351 $1.3M
Apella Capital, LLC 0.05% Add +1.3% 8,383 $1.3M
First Dallas Securities Inc. 0.53% Reduce -5.9% 8,322 $1.3M
Dynamic Technology Lab Private Ltd 0.13% Add +260.0% 8,305 $1.3M
Trust Asset Management LLC 0.10% No change 8,305 $1.3M
Achmea Investment Management B.V. 0.02% New 8,254 $1.3M
PBMares Wealth Management LLC 0.26% Reduce -0.1% 8,243 $1.3M
Nicolet Bankshares Inc. 0.25% Reduce -4.1% 8,216 $1.3M
Triumph Capital Management 0.45% Add +202.2% 8,210 $1.3M
Forum Financial Management, LP 0.02% Reduce -1.1% 8,203 $1.3M
Tectonic Advisors LLC 0.08% Add +0.6% 8,182 $1.3M
GAMMA Investing LLC 0.12% Add +53.0% 8,137 $1.2M
Nwam LLC 0.08% New 8,088 $1.2M
Lowe Brockenbrough & Co. Inc. 0.08% Add +1.0% 8,061 $1.2M
CHICAGO TRUST Co NA 0.22% Add +39.8% 8,055 $1.2M
Union Savings Bank 0.60% No change 8,055 $1.2M
AdvisorNet Financial, Inc 0.09% Add +13.0% 8,046 $1.2M
Sound View Wealth Advisors Group, LLC 0.10% Add +15.3% 8,036 $1.2M
Element Wealth, LLC 0.65% Add +3.2% 7,974 $1.2M
Strategic Blueprint, LLC 0.08% Add +0.6% 7,953 $1.2M
Stamos Capital Partners, L.P. 0.29% Reduce -66.0% 7,950 $1.2M
Azimuth Capital Investment Management LLC 0.05% Reduce -1.3% 7,802 $1.2M
Sage Rhino Capital LLC 0.26% Add +2.4% 7,800 $1.2M
Ameritas Investment Partners, Inc. 0.04% Add +3.6% 7,794 $1.2M
Latash Investments, LLC 1.10% No change 7,774 $1.2M
Intrua Financial, LLC 0.19% Add +68.7% 7,771 $1.2M
Callan Capital, LLC 0.08% Reduce -2.7% 7,755 $1.2M
Old North State Trust, LLC 0.96% Add +0.9% 7,751 $1.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -3.0% 7,723 $1.2M
Harbor Advisors LLC 0.20% No change 7,700 $1.2M
Robertson Stephens Wealth Management, LLC 0.04% Add +110.3% 7,691 $1.2M
Dynamic Advisor Solutions LLC 0.04% Reduce -0.9% 7,691 $1.2M
Brown Miller Wealth Management, LLC 0.46% Add +0.6% 7,689 $1.2M
Hexagon Capital Partners LLC 0.23% Reduce -4.5% 7,648 $1.2M
Mattson Financial Services, LLC 0.42% Reduce -0.7% 9,442 $1.2M
Fifth Third Wealth Advisors LLC 0.07% Add +27.0% 7,591 $1.2M
Sweeney & Michel, LLC 0.46% Add +0.4% 6,723 $1.2M
Kensington Investment Counsel, LLC 0.48% Add +3.7% 7,559 $1.2M
Sage Mountain Advisors LLC 0.10% Add +12.7% 7,555 $1.2M
Arax Advisory Partners 0.10% Reduce -3.6% 7,503 $1.1M
Voya Financial Advisors, Inc. 0.12% Reduce -1.1% 7,394 $1.1M
Benchmark Financial Wealth Advisors, LLC 0.38% Add +0.6% 7,448 $1.1M
Curbstone Financial Management Corp 0.24% Add +13.8% 7,428 $1.1M
Absolute Capital Management, LLC 0.67% New 7,415 $1.1M
Cigna Investments Inc. 0.20% Reduce -1.7% 7,358 $1.1M
LCNB Corp. 0.40% No change 7,336 $1.1M
Sippican Capital Advisors 0.78% Reduce -1.6% 7,299 $1.1M
Walker Asset Management, LLC 0.69% Add +0.6% 7,293 $1.1M
Mission Wealth Management, LP 0.03% Reduce -0.6% 7,280 $1.1M
TrinityBridge Ltd 0.03% Reduce -0.9% 7,233 $1.1M
Harbour Investments, Inc. 0.03% Reduce -5.0% 7,215 $1.1M
Heirloom Wealth Management 0.34% Reduce -6.8% 7,164 $1.1M
NCM Capital Management, LLC 0.53% No change 7,148 $1.1M
San Luis Wealth Advisors LLC 0.23% Add +53.5% 7,141 $1.1M
Wedmont Private Capital 0.06% Add +23.1% 7,324 $1.1M
Sheets Smith Wealth Management 0.13% Reduce -33.7% 7,114 $1.1M
Excalibur Management Corp. 0.42% Reduce -0.3% 7,107 $1.1M
NBT Bank, N.A. 0.07% Add +0.9% 7,099 $1.1M
Highland Capital Management, LLC 0.06% No change 7,098 $1.1M
Hudson Edge Investment Partners Inc. 0.20% Reduce -2.8% 7,083 $1.1M
PGIM Custom Harvest LLC 0.02% Add +4.1% 7,019 $1.1M
Cladis Investment Advisory, LLC 0.74% No change 7,000 $1.1M
Herold Advisors, Inc. 0.23% Add +0.1% 6,963 $1.1M
Lokken Investment Group LLC 0.44% Reduce -1.9% 6,946 $1.1M
EPG Wealth Management LLC 0.27% Add +0.0% 6,938 $1.1M
Panagora Asset Management Inc. 0.01% Reduce -1.5% 6,919 $1.1M
Sunbelt Securities, Inc. 0.10% Add +3.5% 6,910 $1.1M
Newman Dignan & Sheerar, Inc. 0.25% Reduce -7.4% 6,194 $1.1M
Linscomb Wealth, Inc. 0.05% Reduce -3.6% 6,840 $1.0M
Jeppson Wealth Management, LLC 0.38% Reduce -1.5% 6,838 $1.0M
Beaumont Asset Management, L.L.C. 0.61% Add +2.1% 6,811 $1.0M
M&R Capital Management Inc. 0.23% Add +0.2% 6,793 $1.0M
Executive Wealth Management, LLC 0.08% Add +0.4% 6,769 $1.0M
Schmidt P J Investment Management Inc. 0.18% Reduce -1.0% 6,752 $1.0M
Caprock Group, LLC 0.04% Add +58.1% 6,734 $1.0M
AE Wealth Management LLC 0.01% Reduce -33.5% 6,734 $1.0M
Financial Advocates Investment Management 0.06% Add +5.9% 6,681 $1.0M
Westover Capital Advisors, LLC 0.20% Add +51.8% 6,666 $1.0M
Revolve Wealth Partners, LLC 0.15% Add +26.6% 6,626 $1.0M
Sabal Trust CO 0.06% Reduce -24.4% 6,619 $1.0M
Ransom Advisory, Ltd 0.47% Reduce -7.7% 6,587 $1.0M
Element Pointe Advisors, LLC 0.24% Reduce -6.6% 6,576 $1.0M
Powell Investment Advisors, LLC 0.47% No change 6,544 $1.0M
Illinois Municipal Retirement Fund 0.01% No change 6,527 $999K
NTV Asset Management LLC 0.13% Reduce -2.3% 6,490 $994K
Leo Wealth, LLC 0.09% Add +2.3% 6,484 $993K
Per Stirling Capital Management, LLC. 0.14% Add +5.0% 6,460 $989K
Old National Bancorp 0.02% Add +14.2% 6,446 $987K
Davis R M Inc. 0.02% Add +29.2% 6,393 $979K
WealthTrust Axiom LLC 0.29% Reduce -9.8% 6,382 $977K
Ausdal Financial Partners, Inc. 0.10% Add +7.1% 6,380 $977K
Naviter Wealth, LLC 0.14% Add +6.3% 6,379 $977K
Northwest Bank & Trust Co 0.74% Add +0.1% 6,349 $972K
Cullen Investment Group, LTD. 0.14% Add +0.4% 6,341 $971K
Prentice Wealth Management LLC 0.29% Reduce -3.3% 6,332 $970K
Quadrant Private Wealth Management, LLC 0.24% Reduce -0.5% 6,327 $969K
Purus Wealth Management, LLC 0.41% Reduce -0.4% 6,307 $966K
RiverFront Investment Group, LLC 0.02% New 6,305 $965K
DF Dent & Co. Inc. 0.01% Reduce -11.6% 6,286 $963K
Global Wealth Management Investment Advisory, Inc. 0.21% Add +2.1% 6,250 $957K
Gladstone Institutional Advisory LLC 0.05% Add +2.7% 6,230 $954K
Gilliland Jeter Wealth Management LLC 0.31% Add +0.1% 6,215 $952K
Sax Wealth Advisors, LLC 0.08% Reduce -1.5% 6,212 $951K
Westwood Wealth Management 0.37% Reduce -13.9% 6,175 $946K
Advisory Research Inc. 0.17% No change 6,167 $944K
First PREMIER Bank 0.23% Add +2.0% 6,119 $937K
Capital Analysts, LLC 0.04% Add +448.4% 6,115 $936K
Jmac Enterprises LLC 0.15% Reduce -3.2% 6,100 $934K
Claro Advisors Inc. 0.12% Add +5.0% 6,095 $933K
Forte Capital LLC 0.11% Reduce -8.9% 6,074 $930K
Sather Financial Group Inc 0.06% Add +202.5% 6,050 $926K
Old Port Advisors 0.26% Add +6.5% 6,019 $922K
Whalen Wealth Management Inc. 0.65% Add +57.8% 6,013 $921K
Boltwood Capital Management 0.27% Reduce -4.3% 6,006 $920K
Cullen Capital Management, LLC 0.01% No change 6,005 $920K
Supplemental Annuity Collective Trust of NJ 0.27% No change 6,000 $919K
M3 Advisory Group, LLC 0.67% Add +2.4% 5,996 $918K
Brookstone Capital Management 0.01% Add +4.2% 5,994 $918K
Lebenthal Global Advisors, LLC 0.18% Add +13.8% 5,945 $910K
Csenge Advisory Group 0.05% Reduce -3.6% 5,934 $908K
Eisler Capital (UK) Ltd. 0.22% Add +31.7% 5,930 $908K
Greenleaf Trust 0.01% Add +27.1% 5,911 $905K
Walleye Capital LLC 0.01% New 5,902 $904K
Premier Path Wealth Partners, LLC 0.14% Add +20.8% 5,897 $903K
Mosaic Financial Group, LLC 0.64% Add +249.2% 5,881 $901K
Brighton Jones LLC 0.03% Reduce -3.2% 5,882 $901K
Aviso Wealth Management 0.49% Reduce -8.3% 5,868 $899K
Octavia Wealth Advisors, LLC 0.11% Add +0.0% 5,865 $898K
Redhawk Wealth Advisors, Inc. 0.13% Add +0.5% 5,862 $898K
Van Cleef Asset Management,Inc 0.10% No change 5,850 $896K
WINTON GROUP Ltd 0.06% New 5,844 $895K
Shelton Capital Management 0.02% No change 5,844 $895K
Worth Financial Advisory Group, LLC 0.52% Add +8.2% 5,805 $889K
OMNI 360 Wealth, Inc. 0.61% No change 5,803 $889K
Inscription Capital, LLC 0.13% Reduce -10.7% 5,795 $887K
Montecito Bank & Trust 0.15% Add +40.5% 5,774 $884K
Verition Fund Management LLC 0.01% Reduce -68.5% 5,758 $882K
Franklin Street Advisors Inc. 0.06% No change 5,754 $881K
Next Capital Management LLC 0.36% Add +0.3% 5,746 $880K
Lindbrook Capital, LLC 0.08% Add +1.1% 5,743 $879K
Tyche Wealth Partners LLC 0.20% Reduce -2.1% 5,729 $877K
Annex Advisory Services, LLC 0.03% Reduce -15.0% 5,721 $876K
Empire Financial Management Company, LLC 0.27% Reduce -19.3% 5,717 $876K
Moneco Advisors, LLC 0.11% Add +0.8% 5,706 $874K
Riverview Capital Advisers, LLC 0.27% Reduce -0.9% 5,695 $872K
TFB Advisors LLC 0.26% Add +3.5% 5,692 $872K
Certuity, LLC 0.09% Add +15.9% 5,682 $870K
Community Financial Services Group, LLC 0.18% Reduce -15.0% 5,665 $867K
Jump Financial, LLC 0.02% Reduce -81.3% 5,638 $863K
Continuum Advisory, LLC 0.11% Add +3.4% 4,759 $862K
OMC Financial Services LTD 0.41% No change 6,929 $858K
Ellevest, Inc. 0.05% Reduce -5.1% 5,587 $856K
Southland Equity Partners LLC 0.21% Reduce -2.6% 5,576 $854K
Teza Capital Management LLC 0.09% Reduce -91.5% 5,575 $854K
Gilman Hill Asset Management, LLC 0.14% No change 5,570 $853K
Kozak & Associates, Inc. 0.20% Add +0.6% 5,315 $849K
Galvin, Gaustad & Stein, LLC 0.08% Add +0.1% 5,537 $848K
Augustine Asset Management Inc. 0.30% Reduce -0.6% 5,536 $848K
Samalin Investment Counsel, LLC 0.37% Reduce -3.9% 5,503 $843K
Schonfeld Strategic Advisors LLC 0.01% Add +12.3% 5,503 $843K
Cooper Financial Group 0.11% Add +1.0% 5,494 $841K
Cordgrass Capital Advisors, LLC 0.24% Reduce -1.8% 5,479 $839K
Seamount Financial Group Inc. 0.63% Add +1.7% 5,463 $837K
Sheaff Brock Investment Advisors, LLC 0.07% Reduce -0.7% 5,453 $835K
McDonald Partners LLC 0.21% No change 5,438 $833K
Salem Investment Counselors Inc. 0.03% Add +1.1% 5,425 $831K
Verus Capital Partners, LLC 0.08% Add +3.8% 5,367 $824K
Gables Capital Management Inc. 0.41% Reduce -1.8% 5,370 $822K
Livforsakringsbolaget Skandia, Omsesidigt 0.04% Add +316.9% 5,362 $821K
JFS Wealth Advisors, LLC 0.05% Reduce -15.7% 5,357 $820K
Quad-Cities Investment Group, LLC 0.41% No change 5,351 $819K
Visionary Wealth Advisors 0.05% Add +1.0% 5,327 $816K
Hodges Capital Management Inc. 0.05% Reduce -11.6% 5,325 $815K
Avalon Capital Management 0.25% No change 5,320 $815K
Clifford Swan Investment Counsel LLC 0.03% Reduce -3.6% 5,317 $814K
Focus Financial Network, Inc. 0.03% Reduce -8.2% 5,313 $814K
Avestar Capital, LLC 0.09% Add +10.8% 5,305 $812K
HHM Wealth Advisors, LLC 0.12% Reduce -25.3% 5,303 $812K
Ironsides Asset Advisors, LLC 0.24% No change 5,300 $812K
TRUE Private Wealth Advisors 0.10% No change 5,296 $811K
Mill Creek Capital Advisors, LLC 0.02% Reduce -6.3% 5,295 $811K
Bartlett & Co. Wealth Management LLC 0.01% No change 5,293 $811K
IAM Advisory, LLC 0.20% Add +1.6% 5,287 $810K
Legacy Wealth Management, LLC / MS 0.30% New 5,264 $806K
Kesler, Norman & Wride, LLC 0.16% New 5,248 $804K
Meridian Wealth Advisors, LLC 0.13% No change 5,235 $802K
Roble, Belko & Company, Inc 0.13% No change 5,229 $801K
Morningstar Investment Services LLC 0.01% Add +24.4% 5,171 $801K
Bar Harbor Wealth Management 0.05% Reduce -3.0% 5,224 $800K
Smithfield Trust Co 0.04% Reduce -0.4% 5,190 $794K
LM Advisors LLC 0.16% Reduce -16.2% 5,163 $791K
Larson Financial Group LLC 0.04% Add +51.8% 5,153 $789K
Mark Sheptoff Financial Planning, LLC 0.42% No change 5,150 $789K
Accurate Wealth Management, LLC 0.16% Reduce -1.0% 5,011 $783K
Lanark Financial, Inc. 0.07% Reduce -3.5% 5,086 $778K
Alpha Cubed Investments, LLC 0.03% Reduce -4.0% 5,074 $777K
Heritage Wealth Advisors 0.04% Reduce -6.5% 5,071 $777K
Willner & Heller, LLC 0.69% Add +0.6% 5,035 $771K
Nicholas Wealth, LLC. 0.48% Reduce -14.5% 5,023 $769K
GTS Securities LLC 0.02% Reduce -61.3% 5,005 $766K
LSP Investment Advisors, LLC 0.41% No change 5,000 $766K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -6.1% 4,218 $766K
Simon Quick Advisors, LLC 0.05% Add +8.4% 4,996 $765K
TruWealth Advisors, LLC 0.05% Reduce -1.4% 4,994 $765K
1620 Investment Advisors, Inc. 0.56% Add +2.5% 4,984 $763K
Ameliora Wealth Management Ltd. 0.32% Add +2.1% 4,960 $760K
Commerzbank Aktiengesellschaft 0.02% Add +30.3% 4,949 $758K
Gridiron Partners, LLC 0.46% No change 4,948 $758K
Geneos Wealth Management Inc. 0.03% Add +1.0% 4,940 $756K
LexAurum Advisors, LLC 0.17% Reduce -1.4% 4,923 $754K
First American Trust, FSB 0.07% Add +16.5% 4,920 $753K
McKinley Carter Wealth Services, Inc. 0.05% Reduce -4.0% 4,910 $752K
Atlantic Union Bankshares Corp 0.04% Reduce -1.5% 4,896 $750K
Viawealth, LLC 0.43% Reduce -4.4% 4,856 $744K
Silverlake Wealth Management LLC 0.28% Add +3.2% 4,820 $738K
FFT Wealth Management LLC 0.06% Reduce -13.3% 4,816 $738K
Wolverine Trading, LLC 0.02% Reduce -32.3% 4,759 $737K
Arcus Capital Partners, LLC 0.27% Add +0.6% 4,813 $737K
VAUGHAN & Co SECURITIES, INC. 0.43% Reduce -2.2% 4,805 $736K
Everpar Advisors LLC 0.38% Reduce -48.4% 4,799 $735K
Teacher Retirement System of Texas 0.00% Reduce -65.6% 4,785 $733K
Blake Schutter Theil Wealth Advisors, LLC 0.52% — 4,732 $725K
Birinyi Associates Inc. 0.21% Add +0.1% 4,718 $722K
Shum Financial Group, Inc. 0.60% — 4,251 $721K
Alan B Lancz & Associates, Inc. 0.66% No change 4,700 $720K
Perkins Coie Trust Co 0.16% No change 4,697 $719K
Checchi Capital Advisers, LLC 0.05% Add +0.5% 4,673 $716K
Trust Point Inc. 0.05% Reduce -9.9% 4,637 $710K
Lewis Asset Management, LLC 0.51% Add +1.2% 4,589 $703K
Paragon Private Wealth Management, LLC 0.35% Add +10.1% 4,587 $702K
Ullmann Wealth Partners Group, LLC 0.09% New 4,586 $702K
WBH Advisory Inc. 0.07% Reduce -8.3% 4,579 $701K
Clear Creek Financial Management, LLC 0.08% Reduce -1.9% 4,574 $700K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +5.6% 4,569 $700K
BSW Wealth Partners 0.10% Reduce -0.7% 4,554 $697K
Tandem Investment Advisors, Inc. 0.03% Add +12.4% 4,520 $692K
Fairscale Capital, LLC 0.60% Reduce -1.9% 4,502 $689K
Fortitude Family Office, LLC 0.27% Add +595.0% 4,497 $689K
Gradient Capital Advisors, LLC 0.23% No change 4,487 $687K
KMG Fiduciary Partners, LLC 0.06% No change 4,430 $678K
Chemistry Wealth Management LLC 0.16% Add +2.9% 4,411 $675K
United Advisor Group, LLC 0.15% Reduce -8.3% 4,400 $674K
Soltis Investment Advisors LLC 0.07% Add +3.9% 4,397 $673K
Howard Capital Management, LLC 0.01% New 4,372 $670K
Stratos Investment Management, LLC 0.05% Add +7.5% 4,358 $667K
Wimmer Associates 1, LLC 0.33% No change 4,343 $665K
Presidio Capital Management, LLC 0.42% Add +19.5% 4,304 $659K
Mayfair Advisory Group, LLC 0.42% Add +4.5% 4,337 $659K
First Hawaiian Bank 0.02% Add +0.1% 4,280 $655K
Empirical Finance, LLC 0.04% Add +55.8% 4,272 $654K
Trajan Wealth LLC 0.04% Reduce -1.1% 4,268 $654K
Kovack Advisors, Inc. 0.07% Reduce -7.5% 4,267 $653K
Axq Capital, LP 0.20% New 4,266 $653K
Cora Capital Advisors LLC 0.32% No change 4,264 $653K
WNY Asset Management, LLC 0.08% Reduce -1.0% 4,263 $653K
Fisher Asset Management 0.00% Reduce -14.6% 4,247 $650K
Bernardo Wealth Planning LLC 0.16% Add +8.2% 3,827 $650K
Mosley Wealth Management 0.44% Add +12.3% 3,801 $649K
MassMutual Private Wealth & Trust, FSB 0.02% Add +83.3% 4,220 $646K
Operose Advisors LLC 0.21% Add +0.4% 4,213 $645K
Norden Group LLC 0.08% Add +58.0% 4,211 $645K
Bienville Capital Management, LLC 0.17% No change 4,202 $643K
Enterprise Bank & Trust Co 0.21% Add +11.1% 4,201 $643K
Journey Strategic Wealth LLC 0.02% Add +64.5% 4,192 $642K
Sweet Financial Partners, LLC 0.14% Add +0.0% 4,157 $637K
NorthStar Asset Management LLC 0.42% Reduce -7.3% 4,156 $636K
Sapient Capital LLC 0.01% Add +4.1% 4,143 $634K
Courier Capital LLC 0.04% Add +30.9% 4,125 $632K
Logan Capital Management Inc. 0.03% No change 4,125 $632K
Moody National Bank Trust Division 0.07% Reduce -61.1% 4,120 $631K
Intech Investment Management LLC 0.01% New 4,119 $631K
Security National Bank of Sioux City Iowa 0.38% New 4,100 $628K
SlateStone Wealth, LLC 0.06% Add +10.2% 4,088 $626K
SageView Advisory Group, LLC 0.03% Reduce -14.5% 4,072 $623K
Curi Capital, LLC 0.01% Reduce -3.6% 4,071 $623K
Keystone Financial Group 0.08% Add +16.6% 4,050 $620K
Optiver Holding B.V. 0.02% New 4,043 $619K
Partners Capital Investment Group, LLP 0.01% Add +0.1% 4,041 $619K
Regatta Capital Group, LLC 0.12% Add +0.9% 4,036 $618K
Oddo BHF Asset Management Sas 0.03% — 4,019 $615K
Ashton Thomas Securities, LLC 0.12% New 3,993 $611K
Brophy Wealth Management, LLC 0.22% — 3,990 $611K
Trueblood Wealth Management, LLC 0.31% No change 3,985 $610K
TCI Wealth Advisors, Inc. 0.05% Reduce -0.1% 3,975 $609K
Colonial River Investments, LLC 0.30% Reduce -0.8% 3,963 $607K
Bright Futures Wealth Management, LLC. 0.29% Reduce -2.8% 3,537 $607K
Valmark Advisers, Inc. 0.01% Add +5.4% 3,958 $606K
Bison Wealth, LLC 0.10% Reduce -68.3% 3,940 $603K
Autumn Glory Partners, LLC 0.23% Add +25.3% 3,940 $603K
Covey Capital Advisors, LLC 0.66% No change 3,920 $600K
Signature Estate & Investment Advisors LLC 0.01% Add +23.6% 3,918 $600K
Activest Wealth Management 0.19% Add +0.5% 3,915 $600K
Garden State Investment Advisory Services LLC 0.19% Add +11.3% 3,907 $599K
Global Assets Advisory, LLC 0.33% New 3,938 $598K
Family Manage LLC 0.10% No change 3,894 $596K
Avory & Company, LLC 0.36% Reduce -11.7% 3,893 $596K
Busey Bank 0.02% Reduce -32.5% 3,890 $596K
Godsey & Gibb, Inc. 0.06% No change 3,874 $593K
Round Rock Advisors LLC 0.14% No change 3,870 $593K
First Foundation Advisors 0.02% Reduce -21.8% 3,854 $590K
Crewe Advisors LLC 0.07% Reduce -2.8% 3,836 $587K
KPP Advisory Services LLC 0.14% Reduce -3.8% 3,828 $586K
Townsend Asset Management Corp. /NC/ 0.22% Add +0.1% 3,819 $585K
Cassaday & Co Wealth Management LLC 0.02% Reduce -2.0% 3,810 $583K
Fiduciary Family Office, LLC 0.19% No change 3,810 $583K
Sovereign Financial Group, Inc. 0.14% No change 3,801 $582K
Kohmann Bosshard Financial Services, LLC 0.07% No change 3,800 $582K
Onyx Bridge Wealth Group LLC 0.09% Reduce -0.1% 3,798 $582K
Flputnam Investment Management Co. 0.01% Reduce -1.2% 3,797 $581K
Financial Partners Group, Inc 0.09% Reduce -10.4% 3,796 $581K
Laffer Tengler Investments, Inc. 0.14% Add +5.0% 3,780 $579K
Moloney Securities Asset Management, LLC 0.08% Reduce -7.5% 3,778 $579K
Parkside Financial Bank & Trust 0.08% Reduce -3.9% 3,769 $577K
Bigelow Investment Advisors, LLC 0.26% Add +3.9% 3,761 $576K
Plotkin Financial Advisors, LLC 0.34% No change 3,759 $576K
Cornerstone Advisory, LLC 0.08% Add +0.7% 3,749 $574K
Beaumont Financial Advisors, LLC 0.04% Reduce -64.4% 3,741 $573K
Evoke Wealth, LLC 0.02% New 3,740 $573K
Schrum Private Wealth Management LLC 0.30% Add +31.0% 3,732 $572K
O'Dell Group, LLC 0.13% Add +0.1% 3,718 $569K
Manchester Capital Management LLC 0.07% Reduce -1.8% 3,696 $566K
Advisory Alpha, LLC 0.02% Add +33.0% 3,689 $565K
First Horizon Advisors, Inc. 0.02% Add +8.7% 3,676 $563K
Eagle Global Advisors LLC 0.03% No change 3,643 $558K
Asahi Life Asset Management Co., LTD. 0.34% New 3,640 $557K
Personal Cfo Solutions, LLC 0.08% Add +4.4% 3,629 $556K
Keel Point, LLC 0.05% Add +3.6% 3,627 $555K
Carmel Capital Partners, LLC 0.21% No change 3,624 $555K
Arthur M. Cohen & Associates, LLC 0.10% Add +22.7% 3,645 $553K
Fairhaven Wealth Management, LLC 0.17% Add +0.1% 3,613 $553K
Valued Retirements, Inc. 0.76% No change 3,611 $553K
Redwood Financial Network Corp 0.43% Reduce -2.0% 3,611 $553K
Fort Point Capital Partners LLC 0.07% Add +2.2% 3,605 $552K
Westpac Banking Corp. 0.04% Add +10.8% 3,598 $551K
RFG Advisory, LLC 0.02% Reduce -51.8% 3,587 $549K
First Heartland Consultants, Inc. 0.06% Reduce -0.9% 3,588 $549K
Vanguard Capital Wealth Advisors 0.58% Reduce -10.1% 3,580 $548K
Great Lakes Advisors, LLC 0.00% Add +0.1% 3,567 $546K
Select Asset Management & Trust 0.20% No change 3,550 $544K
Balboa Wealth Partners 0.13% Reduce -6.8% 3,502 $536K
Merrion Investment Management Co, LLC 0.35% No change 3,500 $536K
Perennial Investment Advisors, LLC 0.07% Add +10.5% 3,483 $533K
Fragasso Financial Advisors Inc 0.04% Add +4.0% 3,479 $533K
Eagle Wealth Strategies LLC 0.39% Reduce -0.3% 3,478 $533K
Equitable Trust Co. 0.03% Add +9.3% 3,472 $532K
Federated Hermes, Inc. 0.00% Add +38.7% 3,472 $532K
Empower Advisory Group, LLC 0.00% Add +55.5% 3,469 $531K
Guinness Asset Management LTD 0.01% Reduce -10.2% 3,465 $531K
American Assets Investment Management, LLC 0.05% No change 3,455 $529K
IVC Wealth Advisors LLC 0.29% Reduce -2.9% 3,447 $528K
Armstrong Advisory Group, Inc. 0.04% Reduce -2.8% 3,445 $528K
Palumbo Wealth Management LLC 0.20% Add +0.1% 3,428 $525K
Sigma Investment Counselors Inc. 0.03% No change 3,428 $525K
Whalerock Point Partners, LLC 0.13% No change 3,428 $525K
Richard C. Young & CO., LTD. 0.06% Add +0.5% 3,422 $524K
Westmount Partners, LLC 0.16% Add +0.2% 3,416 $523K
Glass Jacobson Investment Advisors llc 0.17% Add +0.4% 3,407 $522K
Millennium Management 0.00% Reduce -99.3% 3,404 $521K
Vise Technologies, Inc. 0.07% Add +24.7% 3,403 $521K
TD Private Client Wealth LLC 0.01% Reduce -65.7% 3,387 $519K
Conning Inc. 0.02% Reduce -2.5% 3,386 $518K
Brown Financial Advisors 0.21% Reduce -41.9% 3,380 $518K
Hutchens & Kramer Investment Management Group, LLC 0.29% Add +13.3% 3,400 $516K
Marshall Financial Group, LLC 0.12% Reduce -0.3% 3,341 $512K
Ferguson Wellman Capital Management, Inc. 0.01% Add +0.1% 3,338 $511K
Janney Capital Management LLC 0.03% No change 3,335 $511K
Burns J W & Co. Inc. 0.07% Reduce -37.6% 3,325 $509K
Copley Financial Group, Inc. 0.46% — 3,325 $509K
LWM Advisory Services, LLC 0.38% Reduce -11.3% 3,307 $506K
Marest Capital, LLC 0.43% Add +0.6% 3,307 $506K
Veracity Capital LLC 0.19% Add +4.1% 3,301 $505K
Quest Investment Management LLC 0.06% New 3,279 $502K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% Reduce -15.4% 3,278 $502K
Ramirez Asset Management, Inc. 0.10% No change 3,266 $500K
SVB Wealth LLC 0.42% Reduce -97.8% 3,261 $499K
Ingalls & Snyder LLC 0.02% Add +28.4% 3,255 $498K
Glen Eagle Advisors, LLC 0.08% Add +1.9% 3,251 $498K
MKT Advisors LLC 0.23% No change 3,269 $498K
Stanley-Laman Group, Ltd. 0.06% No change 3,242 $496K
Dorsey & Whitney Trust CO LLC 0.03% Add +27.1% 3,226 $494K
Blue Trust, Inc. 0.01% Reduce -33.1% 3,985 $493K
WMS Partners, LLC 0.03% Add +46.2% 3,219 $493K
Pallas Capital Advisors LLC 0.02% Reduce -2.8% 2,896 $491K
BBR Partners, LLC 0.04% No change 3,199 $490K
BLB&B Advisors, LLC 0.03% Reduce -1.1% 3,198 $490K
LVW Advisors, LLC 0.06% Add +14.2% 3,183 $487K
Moody Aldrich Partners LLC 0.09% Reduce -11.5% 3,157 $483K
Wesbanco Bank Inc. 0.02% Reduce -2.0% 3,156 $483K
IRON Financial LLC 0.26% Add +0.1% 3,156 $483K
Avantax Planning Partners, Inc. 0.02% Reduce -7.0% 3,152 $483K
Wealth Alliance, LLC 0.06% Add +19.2% 3,150 $482K
Rappaport Reiches Capital Management, LLC 0.13% Add +0.1% 3,132 $480K
Advisor OS, LLC 0.05% Reduce -64.2% 3,124 $478K
Romano Brothers and Company 0.06% Reduce -8.8% 3,119 $478K
Marble Harbor Investment Counsel, LLC 0.05% No change 3,100 $475K
Montag A & Associates Inc. 0.02% Reduce -11.4% 3,099 $475K
Faithward Advisors, LLC 0.08% Reduce -0.7% 3,096 $474K
Westshore Wealth, LLC 0.19% Reduce -1.7% 3,078 $471K
Legacy Edge Advisors, LLC 0.07% Reduce -2.6% 3,065 $469K
Verum Partners LLC 0.14% Add +0.5% 3,061 $469K
MSH Capital Advisors LLC 0.14% Reduce -2.9% 3,054 $468K
Hofer & Associates. Inc 0.32% Reduce -2.3% 3,040 $466K
Rise Advisors, LLC 0.22% Add +4.8% 3,038 $465K
Diversified Portfolios, Inc. 0.05% Reduce -0.4% 3,037 $465K
Cynosure Group, LLC 0.07% Add +21.7% 3,740 $464K
GSG Advisors LLC 0.15% Add +3.2% 3,047 $463K
Gryphon Financial Partners LLC 0.06% Reduce -0.3% 3,018 $462K
Silvia McColl Wealth Management, LLC 0.34% No change 3,009 $461K
Meridian Wealth Management, LLC 0.02% Add +18.4% 3,004 $460K
Bogart Wealth, LLC 0.02% No change 3,003 $460K
Armstrong, Fleming & Moore, Inc 0.27% No change 3,000 $459K
Alaska Wealth Advisors, LLC 0.07% No change 3,000 $459K
LBJ Family Wealth Advisors, Ltd. 0.27% Add +0.1% 2,998 $459K
Advus Financial Partners, LLC 0.13% Reduce -13.8% 2,993 $458K
SouthState Bank Corp 0.03% Reduce -5.3% 2,976 $456K
Watts Gwilliam & Co., LLC 0.10% — 3,043 $455K
HCR Wealth Advisors 0.06% Reduce -32.7% 2,961 $453K
Millennium Capital Advisors, LLC 0.30% Add +1.7% 2,950 $452K
Fiduciary Financial Group, LLC 0.10% Add +0.8% 3,020 $451K
CoreCap Advisors, LLC 0.02% Reduce -0.4% 2,938 $450K
Harbour Capital Advisors, LLC 0.10% No change 3,025 $449K
Relyea Zuckerberg Hanson LLC 0.07% Add +7.3% 2,918 $447K
W.G. Shaheen & Associates DBA Whitney & Co 0.05% Reduce -1.2% 2,915 $446K
Redwood Wealth Management Group, LLC 0.22% No change 2,910 $446K
Patriot Financial Group Insurance Agency, LLC 0.06% Reduce -10.6% 2,903 $445K
Sterneck Capital Management, LLC 0.24% No change 2,900 $444K
Affinity Capital Advisors, LLC 0.09% No change 2,900 $444K
Pacific Global Investment Management Co. 0.08% No change 2,900 $444K
Masso Torrence Wealth Management Inc. 0.24% Add +0.2% 2,898 $444K
RB Capital Management, LLC 0.11% Reduce -0.1% 2,888 $442K
Constellation Investimentos e Participacoes Ltda 0.24% New 2,885 $442K
Wills Financial Group, Inc. 0.18% Add +17.4% 2,866 $439K
Roof Eidam Maycock Peralta, LLC 0.11% Add +15.1% 2,865 $439K
Trivium Point Advisory, LLC 0.06% Reduce -33.3% 2,413 $438K
Lantz Financial LLC 0.12% Add +3.5% 2,860 $438K
Wealth Alliance Advisory Group, LLC 0.09% No change 2,858 $438K
Venturi Wealth Management, LLC 0.02% Reduce -1.1% 2,851 $437K
Obermeyer Wealth Partners 0.02% Add +15.8% 2,850 $436K
Southeast Asset Advisors, LLC 0.05% No change 2,830 $433K
Am Investment Strategies LLC 0.11% Add +0.1% 2,829 $433K
Kennedy Investment Group, Inc. 0.20% Reduce -0.3% 2,826 $433K
Farmers & Merchants Investments Inc. 0.01% No change 2,824 $432K
Poehling Capital Management, INC. 0.11% Reduce -2.8% 2,818 $432K
L2 Asset Management, LLC 0.12% Add +3.6% 2,811 $430K
WorthPointe, LLC 0.18% New 2,807 $430K
Dark Forest Capital Management LP 0.05% New 2,797 $428K
Capital Advisors, Ltd. LLC 0.05% Add +2.3% 2,787 $427K
Brogan Financial, Inc. 0.24% Add +0.5% 2,783 $426K
Northside Capital Management, LLC 0.07% No change 2,752 $421K
Ridgecrest Wealth Partners, LLC 0.22% Add +0.0% 2,751 $421K
Foster Dykema Cabot & Partners, LLC 0.04% Add +189.3% 2,751 $421K
Foster Victor Wealth Advisors, LLC 0.03% Add +0.0% 2,836 $421K
Obsidian Personal Planning Solutions LLC 0.22% No change 2,500 $419K
Pegasus Partners Ltd. 0.04% No change 2,731 $418K
Boston Family Office LLC 0.03% No change 2,732 $418K
Angeles Investment Advisors, LLC 0.02% Reduce -38.9% 2,728 $418K
Earned Wealth Advisors, LLC 0.13% Add +1.2% 2,689 $412K
Quantbot Technologies LP 0.02% Reduce -96.6% 2,686 $411K
BOS Asset Management, LLC 0.15% Add +0.0% 2,679 $410K
Channel Wealth LLC 0.13% Reduce -3.1% 2,675 $410K
CX Institutional 0.02% Add +4.8% 2,663 $408K
NFSG Corp 0.14% Reduce -6.1% 2,658 $407K
Morton Capital Management LLC 0.08% Reduce -36.1% 2,649 $406K
SOA Wealth Advisors, LLC. 0.08% Add +0.1% 2,646 $405K
Delta Financial Group, Inc. 0.15% Reduce -0.5% 2,636 $404K
First Merchants Corp. 0.02% Add +9.2% 2,621 $401K
Nilsine Partners, LLC 0.05% Add +9.2% 2,618 $401K
Patten & Patten Inc. 0.03% No change 2,609 $400K
Investmark Advisory Group LLC 0.19% Add +2.4% 2,608 $399K
Truvestments Capital LLC 0.11% Add +20.4% 2,604 $399K
Creekmur Asset Management LLC 0.09% No change 2,600 $398K
Aft, Forsyth & Sober, LLC 0.13% New 2,600 $398K
Quotient Wealth Partners, LLC 0.01% Add +43.3% 2,599 $398K
Marino, Stram & Associates LLC 0.09% Add +0.0% 2,597 $398K
CRA Financial Services, LLC 0.07% Add +2.0% 2,593 $397K
Smart Portfolios, LLC 0.40% Reduce -0.6% 2,590 $397K
Fidelis Capital Partners, LLC 0.05% Add +2.7% 2,374 $396K
Opal Wealth Advisors, LLC 0.12% Reduce -7.2% 2,582 $395K
Fairfield, Bush & Co. 0.23% Reduce -18.9% 2,562 $392K
Spirepoint Private Client, LLC 0.05% Add +0.6% 2,539 $389K
Anchor Investment Management, LLC 0.04% Reduce -6.5% 2,535 $388K
GYL Financial Synergies, LLC 0.03% Add +1.8% 2,535 $388K
SC&H Financial Advisors, Inc. 0.08% No change 2,532 $388K
Smartleaf Asset Management LLC 0.05% Add +94.9% 2,502 $388K
Trillium Asset Management, LLC 0.01% No change 2,516 $385K
Signal Advisors Wealth, LLC 0.06% Add +0.4% 2,510 $384K
McDaniel Terry & Co. 0.03% Add +47.1% 2,500 $383K
Westwood Holdings Group Inc. 0.00% Reduce -60.0% 2,483 $380K
IFP Advisors, Inc 0.01% Reduce -2.0% 2,473 $379K
Aprio Wealth Management, LLC 0.06% Add +2.2% 2,463 $377K
Secure Asset Management, LLC 0.06% Reduce -1.0% 2,451 $375K
Foguth Wealth Management, LLC. 0.14% No change 2,510 $375K
Port Capital LLC 0.02% Reduce -2.0% 2,448 $375K
Regal Investment Advisors LLC 0.03% Reduce -27.9% 2,448 $375K
Clearwater Capital Advisors, LLC 0.04% Add +10.4% 2,441 $374K
Aspiriant, LLC 0.01% Reduce -0.1% 2,441 $374K
MBB Public Markets I LLC 0.03% Reduce -95.2% 2,430 $372K
Reik & Co., LLC 0.09% No change 2,425 $371K
CI Investments Inc. 0.00% Reduce -4.1% 2,424 $371K
YHB Investment Advisors, Inc. 0.03% Reduce -0.4% 2,420 $371K
Stonehage Fleming Financial Services Holdings Ltd 0.01% Reduce -32.9% 2,408 $369K
Versant Capital Management, Inc 0.08% No change 2,398 $367K
James J. Burns & Company, LLC 0.07% New 2,400 $367K
Tandem Wealth Advisors LLC 0.19% Reduce -1.3% 2,395 $367K
Altfest L J & Co. Inc. 0.05% Add +0.2% 2,390 $366K
Blackston Financial Advisory Group, LLC 0.19% Reduce -20.1% 2,384 $365K
Mitchell McLeod Pugh & Williams Inc. 0.08% No change 2,380 $364K
Second Line Capital, LLC 0.10% New 2,379 $364K
Essex Bank 0.09% Add +15.1% 2,370 $363K
Gagnon Securities LLC 0.07% Add +1.2% 2,359 $361K
JNBA Financial Advisors 0.04% No change 2,359 $361K
Elwood & Goetz Wealth Advisory Group, LLC 0.09% New 2,357 $361K
JFG Wealth Management, LLC 0.10% Add +11.4% 2,356 $361K
Veltria Advisors Corp. 0.14% Add +16.9% 2,344 $359K
Hardin Capital Partners, LLC 0.20% Reduce -6.0% 2,400 $359K
Code Waechter LLC 0.34% — 2,338 $358K
Quadrant Capital Group LLC 0.02% Add +19.1% 2,337 $358K
Monograph Wealth Advisors, LLC 0.05% No change 2,335 $357K
First County Bank 0.18% Reduce -15.9% 2,320 $355K
Crestline Management, L.P. 0.02% New 2,315 $354K
Evermay Wealth Management LLC 0.06% Reduce -1.7% 2,314 $354K
44 Wealth Management LLC 0.12% — 2,121 $354K
Enterprise Financial Services Corp 0.21% Reduce -27.1% 2,304 $353K
Optimum Investment Advisors 0.15% Reduce -14.8% 2,300 $352K
Park National Corp. 0.01% Reduce -29.1% 2,294 $351K
TCFG Wealth Management, LLC 0.18% — 2,288 $350K
Callan Family Office, LLC 0.06% Reduce -5.6% 2,281 $349K
LaSalle St. Investment Advisors, LLC 0.14% New 2,284 $349K
Moss Adams Wealth Advisors LLC 0.04% Add +5.5% 2,279 $349K
GeoWealth Management, LLC 0.01% Add +0.1% 2,276 $349K
Vista Capital Partners, Inc. 0.04% Add +0.0% 2,271 $348K
Legacy Private Trust Co. 0.02% Add +1.8% 2,270 $348K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -2.3% 2,265 $347K
Eagle Ridge Investment Management 0.03% Add +18.8% 2,257 $346K
Avior Wealth Management, LLC 0.01% Add +1.2% 2,256 $346K
Marco Investment Management LLC 0.03% New 2,256 $345K
Carl P. Sherr & Co., LLC 0.18% No change 2,250 $345K
VeraBank, N.A. 0.10% Reduce -1.5% 2,247 $344K
Trust Co. of Vermont 0.02% Add +3.1% 2,240 $343K
RNC Capital Management LLC 0.02% No change 2,758 $341K
Mattern Wealth Management LLC 0.07% Reduce -18.3% 2,228 $341K
Certified Advisory Corp 0.04% Add +0.8% 2,225 $341K
Gray Wealth Management Inc. 0.13% No change 2,223 $340K
Astoria Portfolio Advisors LLC. 0.12% Add +0.6% 2,217 $339K
GM Advisory Group, LLC 0.02% New 2,215 $339K
Vertex Planning Partners, LLC 0.08% New 2,210 $338K
Independence Bank of Kentucky 0.07% Reduce -23.7% 2,209 $338K
Renasant Bank 0.22% Reduce -2.9% 2,207 $338K
Nadler Financial Group, Inc. 0.04% No change 2,205 $338K
Seven Mile Advisory 0.22% New 2,198 $337K
Essex LLC 0.07% No change 2,193 $336K
Smith Anglin Financial, LLC 0.03% Add +0.1% 2,190 $335K
Lincoln Capital Corp. 0.14% No change 2,187 $335K
Burney Co./ 0.01% Reduce -36.7% 2,184 $334K
9258 Wealth Management, LLC 0.05% Add +10.1% 2,180 $334K
Savvy Advisors, Inc. 0.07% Add +29.2% 2,179 $334K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +1.7% 2,176 $333K
Berger Financial Group, Inc 0.02% Add +5.8% 2,163 $331K
Philadelphia Trust Co. 0.02% Add +2.6% 2,157 $330K
Vaughan David Investments LLC 0.01% No change 2,154 $330K
Koss-Olinger Consulting, LLC 0.03% Add +5.7% 2,148 $329K
Dover Advisors, LLC 0.19% No change 2,139 $328K
Bristlecone Advisors, LLC 0.03% Reduce -6.0% 2,138 $327K
Aire Advisors, LLC 0.07% Reduce -1.5% 2,126 $326K
Rockland Trust Co. 0.02% Reduce -0.7% 2,125 $325K
Alera Investment Advisors, LLC 0.04% Add +19.9% 2,123 $325K
Grey Ledge Advisors, LLC 0.08% No change 2,120 $325K
FinTrust Capital Advisors, LLC 0.06% Reduce -9.1% 2,117 $324K
Concentric Wealth Management, LLC 0.08% Reduce -10.2% 2,115 $324K
Associated Banc-Corp 0.01% Reduce -2.0% 2,115 $324K
Outlook Wealth Advisors, LLC 0.09% No change 2,110 $323K
Signet Financial Management, LLC 0.04% Add +0.1% 2,110 $323K
Tower Bridge Advisors 0.03% No change 2,109 $323K
Hutchinson Capital Management 0.06% Add +4.7% 2,108 $323K
Concourse Financial Group Securities, Inc. 0.02% Reduce -14.9% 2,105 $322K
Trustmark Bank Trust Department 0.02% Add +5.0% 2,100 $322K
Bank Pictet & Cie (Europe) AG 0.01% No change 2,100 $322K
PDS Planning, Inc 0.03% Add +6.0% 2,094 $321K
Bank of Nova Scotia Trust Co. 0.03% No change 2,085 $319K
AA Financial Advisors, LLC 0.09% New 2,078 $318K
Traphagen Investment Advisors LLC 0.03% Add +2.2% 2,073 $317K
Fonville Wealth Management LLC 0.11% Add +11.8% 2,070 $317K
Objective Capital Management, LLC 0.19% — 2,070 $317K
Confluence Wealth Services, Inc. 0.02% Reduce -0.5% 2,069 $317K
All Terrain Financial Advisors, LLC 0.12% Add +0.6% 2,063 $316K
Nicholas Hoffman & Company, LLC. 0.01% No change 2,061 $316K
Cromwell Holdings LLC 0.20% No change 2,059 $315K
Catalina Capital Group, LLC 0.11% Add +18.1% 2,052 $314K
Wolff Financial Management LLC 0.09% Add +0.1% 2,045 $313K
Kellett Wealth Advisors, LLC 0.22% Add +0.1% 2,044 $313K
Peddock Capital Advisors, LLC 0.07% Add +7.9% 2,035 $312K
Sachetta, LLC 0.12% Add +13.9% 2,025 $310K
Delta Wealth Advisors LLC 0.30% No change 2,023 $310K
Dupree Financial Group, LLC 0.13% Add +0.1% 2,016 $309K
LFA - Lugano Financial Advisors SA 0.21% No change 2,000 $306K
PACK Private Wealth, LLC 0.17% No change 2,000 $306K
Searle & Co. 0.08% No change 2,000 $306K
Navellier & Associates Inc. 0.04% No change 2,000 $306K
Elevation Point Wealth Partners, LLC 0.03% Add +0.3% 1,996 $306K
Slow Capital, Inc. 0.05% No change 1,990 $305K
Lee Financial Co 0.04% Add +13.7% 1,989 $305K
Deseret Mutual Benefit Administrators 0.15% Reduce -6.4% 1,988 $304K
Aaron Wealth Advisors LLC 0.04% Add +21.8% 1,985 $304K
Maltin Wealth Management, Inc. 0.15% Add +0.2% 1,980 $303K
Woodward Diversified Capital, LLC 0.19% Add +0.2% 1,972 $302K
Blue Investment Partners LLC 0.12% No change 1,967 $301K
PFG Advisors 0.02% Reduce -3.3% 1,962 $300K
JTC Employer Solutions Trustee Ltd 0.02% Reduce -72.6% 1,960 $300K
Legacy Bridge, LLC 0.16% No change 1,955 $299K
Avondale Wealth Management 0.19% No change 1,950 $299K
Everett Harris & Co. 0.00% Reduce -0.5% 1,949 $298K
CCG Wealth Management, LLC 0.17% Add +2.0% 1,944 $298K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -11.0% 1,928 $295K
W Advisors, LLC 0.18% No change 1,926 $295K
Cadinha & Co. LLC 0.05% No change 1,925 $295K
MJP Associates Inc. 0.06% Reduce -57.6% 1,917 $294K
Cypress Wealth Services, LLC 0.06% Add +3.0% 1,911 $293K
Summit Financial Wealth Advisors, LLC 0.05% No change 1,908 $292K
Saxon Interests, Inc. 0.13% Add +0.3% 1,904 $292K
Charles Schwab Trust Co 0.03% New 1,901 $291K
Alta Advisers Ltd 0.13% No change 1,900 $291K
Paloma Partners Management Co 0.02% Reduce -62.4% 1,895 $290K
Covenant Partners, LLC 0.08% New 1,892 $290K
CYBER HORNET ETFs LLC 0.29% Add +0.6% 1,891 $290K
Facet Wealth, Inc. 0.01% Reduce -0.6% 1,718 $289K
JSF Financial, LLC 0.08% Reduce -2.0% 1,884 $289K
Oak Ridge Investments LLC 0.03% Add +1.4% 1,881 $288K
Omnia Family Wealth, LLC 0.12% Add +2.8% 1,881 $288K
Argus Investors' Counsel, Inc. 0.19% Add +5.4% 1,875 $287K
Alerus Financial NA 0.02% Reduce -58.1% 1,872 $287K
Oakworth Capital, Inc. 0.02% Add +5.3% 1,864 $285K
Bank Hapoalim BM 0.05% Reduce -68.7% 1,858 $285K
Full Sail Capital, LLC 0.02% No change 1,854 $284K
Capital Asset Advisory Services LLC 0.01% Reduce -23.1% 1,886 $282K
Integral Investment Advisors, Inc. 0.08% Reduce -21.2% 1,839 $282K
Banque Pictet & Cie SA 0.00% No change 1,820 $279K
Indiana Trust & Investment Management Co 0.10% Add +1.1% 1,818 $278K
OneAscent Financial Services LLC 0.20% Reduce -10.5% 1,813 $278K
Spinnaker Investment Group, LLC 0.07% Reduce -55.4% 1,805 $276K
Watershed Private Wealth LLC 0.11% Add +6.3% 1,801 $276K
Symphony Financial, Ltd. Co. 0.05% Add +1.0% 1,779 $276K
Culbertson A N & Co. Inc. 0.04% No change 1,800 $276K
West Family Investments, Inc. 0.09% New 1,795 $275K
Parkside Advisors LLC 0.07% No change 1,787 $274K
Sivia Capital Partners, LLC 0.16% Add +1.6% 1,774 $272K
Planning Capital Management Corp 0.18% Add +979.9% 1,771 $271K
Formidable Asset Management, LLC 0.04% Reduce -2.4% 1,770 $271K
Birchcreek Wealth Management, LLC 0.18% Add +5.4% 1,770 $271K
Brooklyn Investment Group 0.09% New 1,767 $271K
Selective Wealth Management, Inc. 0.11% No change 1,810 $270K
Regent Peak Wealth Advisors LLC 0.06% Add +2.7% 1,762 $270K
Prelude Capital Management, LLC 0.02% New 1,758 $269K
Trust Investment Advisors 0.17% No change 1,750 $268K
Delta Financial Advisors LLC 0.10% No change 1,748 $268K
City State Bank 0.10% No change 1,747 $268K
Hoxton Planning & Management, LLC 0.10% Reduce -0.3% 1,742 $267K
Kathleen S. Wright Associates Inc. 0.11% Add +14.8% 1,740 $266K
Park Edge Advisors, LLC 0.08% Add +0.1% 1,732 $265K
Madison Asset Management, LLC 0.00% Add +0.6% 1,731 $265K
Laidlaw Wealth Management LLC 0.13% Reduce -0.6% 1,730 $265K
Insight Wealth Partners, LLC 0.16% New 1,729 $265K
Doheny Asset Management 0.18% No change 1,725 $264K
BNP Paribas 0.01% Add +38.7% 1,720 $263K
Mason & Associates Inc 0.07% No change 1,714 $262K
Brown Capital Management LLC 0.01% No change 1,712 $262K
Builder Investment Group Inc. 0.07% Reduce -2.8% 1,711 $262K
Perissos Private Wealth Management, LLC 0.21% Add +0.7% 1,711 $262K
Novare Capital Management LLC 0.02% Reduce -3.4% 1,706 $261K
Guyasuta Investment Advisors Inc. 0.02% No change 1,700 $260K
RIA Advisory Group LLC 0.09% — 1,699 $260K
Grove Bank & Trust 0.04% Add +1.7% 1,695 $260K
GHP Investment Advisors, Inc. 0.01% Add +0.6% 1,693 $259K
Shufro Rose & Co. LLC 0.02% No change 2,090 $259K
Childress Capital Advisors, LLC 0.07% New 1,688 $258K
Stonebridge Capital Advisors LLC 0.02% Add +1.2% 1,675 $256K
Blankinship & Foster, LLC 0.06% No change 1,669 $256K
ICONIQ Capital, LLC 0.01% New 1,663 $255K
Donor Advised Charitable Giving, Inc. 0.01% Reduce -13.8% 1,659 $254K
New Wave Wealth Advisors LLC 0.12% Reduce -8.6% 1,656 $254K
Heritage Oak Wealth Advisors LLC 0.12% New 1,656 $254K
Ground Swell Capital, LLC 0.36% New 1,656 $254K
X-Square Capital, LLC 0.09% Add +0.5% 1,653 $253K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% No change 1,650 $253K
Catalyst Financial Partners LLC 0.05% New 1,650 $253K
Allianz SE 0.01% No change 1,650 $253K
Zacks Investment Management 0.00% Reduce -65.9% 1,645 $252K
Park Place Capital Corp 0.07% Reduce -3.0% 1,643 $252K
ZWJ Investment Counsel Inc. 0.01% No change 1,640 $251K
Lee Danner & Bass Inc. 0.02% New 1,638 $251K
Chesapeake Wealth Management 0.09% New 1,638 $251K
Kapstone Financial Advisors LLC 0.15% New 1,615 $250K
WealthShield Partners, LLC 0.03% No change 1,630 $250K
Pegasus Asset Management, Inc. 0.08% No change 1,625 $249K
McAdam, LLC 0.01% New 1,624 $249K
Mystic Asset Management, Inc. 0.09% Reduce -1.7% 1,617 $248K
Cidel Asset Management Inc. 0.02% Reduce -4.7% 1,613 $247K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 1,602 $245K
Atlas Capital Advisors Inc. 0.04% Reduce -55.6% 1,600 $245K
Canandaigua National Bank & Trust Co. 0.02% New 1,596 $244K
Pitcairn Co. 0.01% Reduce -16.2% 1,586 $243K
Clarity Capital Partners LLC 0.14% New 1,585 $243K
Charter Oak Capital Management, LLC 0.02% New 1,580 $242K
Quent Capital, LLC 0.02% Add +42.5% 1,579 $242K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,425 $242K
Plancorp, LLC 0.01% New 1,578 $242K
New Potomac Partners, LLC 0.12% New 1,576 $241K
Americana Partners, LLC 0.02% New 1,574 $241K
Act Wealth Management, LLC 0.11% New 1,570 $240K
Asset Advisors Investment Management, LLC 0.03% New 1,570 $240K
Princeton Capital Management LLC 0.08% New 1,565 $240K
Wealth Architects, LLC 0.03% New 1,564 $239K
Summit Global Investments 0.02% Reduce -12.4% 1,560 $239K
Warther Private Wealth, LLC 0.08% New 1,560 $239K
Northstar Advisory Group, LLC 0.12% New 1,559 $239K
Eagle Bay Advisors LLC 0.09% Reduce -15.3% 1,556 $238K
Chris Bulman Inc 0.16% No change 1,554 $238K
BIP Wealth, LLC 0.02% New 1,550 $237K
First Trust Investment Solutions L.P. 0.03% New 1,549 $237K
Lakeridge Wealth Management LLC 0.13% New 1,543 $236K
Planning Directions Inc. 0.14% New 1,541 $236K
Breed's Hill Capital LLC 0.19% New 1,534 $235K
Bey-Douglas LLC 0.21% New 1,530 $234K
Columbia Asset Management 0.04% New 1,531 $234K
Greenwood Gearhart LLC 0.02% New 1,522 $233K
D'Orazio & Associates, Inc. 0.03% New 1,521 $233K
AMG National Trust Bank 0.01% New 1,521 $233K
PFG Private Wealth Management, LLC 0.13% Reduce -15.8% 1,518 $232K
Integrated Investment Consultants, LLC 0.05% New 1,517 $232K
Biltmore Family Office, LLC 0.04% New 1,517 $232K
Walled Lake Planning & Wealth Management, LLC 0.09% New 1,511 $231K
Horizon Bancorp Inc. 0.11% Add +1.5% 1,510 $231K
TCV Trust & Wealth Management, Inc. 0.02% New 1,505 $230K
First Bank & Trust 0.04% Reduce -11.5% 1,503 $230K
Clay Northam Wealth Management, LLC 0.16% New 1,500 $230K
Bedell Frazier Investment Counselling, LLC 0.05% New 1,500 $230K
Cambridge Advisors Inc. 0.05% New 1,500 $230K
Capital Investment Counsel, Inc 0.03% New 1,500 $230K
LVZ, Inc. 0.03% New 1,500 $230K
Middleton & Co. Inc. 0.03% New 1,500 $230K
Tompkins Financial Corp. 0.02% No change 1,500 $230K
MRA Advisory Group 0.13% Reduce -17.6% 1,496 $229K
Wealth Dimensions Group, Ltd. 0.06% New 1,484 $227K
First Citizens Bank & Trust Co. 0.01% New 1,484 $227K
V-Square Quantitative Management LLC 0.03% Reduce -10.9% 1,482 $227K
Levin Capital Strategies, L.P. 0.02% New 1,480 $227K
BCS Wealth Management 0.10% New 1,470 $225K
Slagle Financial, LLC 0.10% New 1,469 $225K
Exencial Wealth Advisors, LLC 0.01% New 1,464 $224K
Cypress Point Wealth Management, LLC 0.09% New 1,463 $224K
Baker Avenue Asset Management, LP 0.01% New 1,457 $223K
Kolinsky Wealth Management, LLC 0.14% Reduce -21.5% 1,456 $223K
Armbruster Capital Management, Inc. 0.04% New 1,455 $223K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.05% New 1,452 $222K
Black Diamond Financial, LLC 0.04% New 1,448 $222K
Warwick Investment Management, Inc. 0.05% New 1,443 $221K
Taylor & Morgan Wealth Management, LLC 0.15% New 1,442 $221K
Pioneer Trust Bank N A 0.06% New 1,440 $221K
Carnegie Investment Counsel 0.01% New 1,435 $220K
Y.D. More Investments Ltd 0.02% Add +1.1% 1,799 $219K
Bennett Selby Investments LP 0.09% New 1,427 $219K
Canvas Wealth Advisors, LLC 0.06% New 1,417 $217K
Atlas Brown,Inc. 0.07% New 1,411 $216K
Drive Wealth Management, LLC 0.06% New 1,401 $214K
SMART Wealth LLC 0.08% New 1,400 $214K
Benin Management CORP 0.06% New 1,400 $214K
Members Advisory Group LLC 0.11% New 1,400 $214K
Legacy Financial Advisors, Inc. 0.04% New 1,398 $214K
Single Point Partners, LLC 0.34% New 1,396 $214K
Lipe & Dalton 0.11% New 1,400 $214K
Trust Co of Kansas 0.10% New 1,399 $214K
Blodgett Wealth Advisors, LLC 0.18% New 1,397 $214K
Battery Global Advisors, LLC 0.12% New 1,396 $214K
Jackson Hole Capital Partners, LLC 0.04% Reduce -18.1% 1,391 $213K
Howard Financial Services, LTD. 0.03% New 1,387 $212K
Legacy Capital Wealth Partners, LLC 0.04% Reduce -85.1% 1,387 $212K
Charter Research & Investment Group, Inc. 0.16% New 1,385 $212K
Sepio Capital, LP 0.02% New 1,384 $212K
Geller Advisors LLC 0.01% New 1,383 $212K
Riversedge Advisors, LLC 0.05% New 1,382 $212K
BTC Capital Management, Inc. 0.02% Reduce -56.6% 1,380 $211K
Smart Money Group LLC 0.08% New 1,258 $211K
Resonant Capital Advisors, LLC 0.02% New 1,376 $211K
Emprise Bank 0.12% New 1,375 $211K
Main Street Research LLC 0.01% New 1,374 $210K
Whetstone Capital Advisors, LLC 0.10% New 1,372 $210K
Wealth Advisory Solutions, LLC 0.06% New 1,371 $210K
Riggs Asset Managment Co. Inc. 0.06% Add +0.6% 1,369 $210K
1858 Wealth Management, LLC 0.17% New 1,365 $209K
NWF Advisory Services Inc. 0.03% New 1,354 $207K
Aster Capital Management (DIFC) Ltd 0.04% — 1,344 $206K
Private Portfolio Partners LLC 0.04% New 1,338 $205K
Weaver Consulting Group 0.07% New 1,336 $205K
Aries Wealth Management 0.06% New 1,333 $204K
Barrett & Company, Inc. 0.09% Add +0.3% 1,330 $204K
Bantamac Capital, LLC 0.10% New 1,328 $203K
Global Financial Private Client, LLC 0.08% Add +15.8% 1,322 $202K
Archford Capital Strategies, LLC 0.03% New 1,298 $202K
Portside Wealth Group, LLC 0.03% New 1,315 $201K
Taurus Asset Management, LLC 0.02% New 1,315 $201K
Everstar Asset Management, LLC 0.14% — 1,313 $201K
Voisard Asset Management Group, Inc. 0.08% Reduce -35.1% 1,311 $201K
CFM Wealth Partners LLC 0.04% Reduce -34.6% 1,307 $200K
Johnson Financial Group, Inc. 0.01% Reduce -13.6% 1,302 $199K
Icon Wealth Advisors, LLC 0.02% Add +52.0% 1,260 $193K
Pingora Partners LLC 0.14% No change 1,250 $191K
CVA Family Office, LLC 0.03% Add +6.3% 1,222 $187K
Washington Trust Advisors, Inc. 0.02% New 1,207 $185K
MCF Advisors LLC 0.01% Add +10.7% 1,203 $184K
First Personal Financial Services 0.04% Add +0.2% 1,202 $184K
Arlington Trust Co LLC 0.04% Reduce -7.7% 1,201 $184K
Monetary Management Group Inc. 0.05% No change 1,200 $184K
Hoertkorn Richard Charles 0.08% No change 1,175 $180K
Blue Chip Partners, LLC 0.02% Add +0.2% 1,171 $179K
Exchange Traded Concepts, LLC 0.00% Add +2188.2% 1,167 $179K
Planned Solutions, Inc. 0.07% New 1,166 $179K
Gold Investment Management Ltd. 0.07% No change 1,159 $178K
Wintrust Investments LLC 0.13% Reduce -92.0% 1,147 $175K
Householder Group Estate & Retirement Specialist, LLC 0.05% No change 1,149 $175K
Paladin Wealth, LLC 0.15% — 1,139 $174K
Delta Asset Management LLC 0.01% No change 1,080 $165K
Ritter Daniher Financial Advisory LLC / DE 0.05% Add +0.7% 1,079 $165K
Covestor Ltd 0.10% Reduce -6.4% 1,072 $164K
McIlrath & Eck, LLC 0.02% Add +6.5% 1,019 $156K
Islay Capital Management, LLC 0.10% No change 1,000 $153K
Atticus Wealth Management, LLC 0.05% No change 1,000 $153K
Ostrum Asset Management 0.01% Add +1.3% 999 $153K
Quintet Private Bank (Europe) S.A. 0.01% Add +12.9% 996 $153K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +77.1% 960 $147K
Loomis Sayles & Co. L P 0.00% Add +8.8% 948 $145K
Vestor Capital, LLC 0.01% No change 943 $144K
Reston Wealth Management LLC 0.05% New 917 $140K
Acropolis Investment Management, LLC 0.01% No change 902 $138K
Future Financial Wealth Managment LLC 0.10% New 900 $138K
Global Trust Asset Management, LLC 0.05% No change 900 $138K
Asset Dedication, LLC 0.01% Add +18.9% 898 $138K
Davis Capital Management 0.11% Add +0.1% 877 $134K
MV Capital Management, Inc. 0.01% Add +17.2% 819 $125K
Tortoise Investment Management, LLC 0.01% Reduce -1.7% 808 $124K
West Paces Advisors Inc. 0.03% No change 800 $123K
Centennial Bank 0.05% Reduce -11.4% 780 $119K
Provenance Wealth Advisors, LLC 0.01% No change 764 $117K
Sound Income Strategies, LLC 0.01% Reduce -2.3% 763 $117K
Plato Investment Management Ltd 0.01% Add +136.4% 759 $116K
Pension & Wealth Management Advisors, Inc. 0.06% Reduce -3.5% 755 $116K
Atlantic Private Wealth, LLC 0.09% New 750 $115K
Cetera Trust Company, N.A 0.07% No change 750 $115K
Dagco, Inc. 0.05% No change 750 $115K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +21.3% 740 $113K
Bruce G. Allen Investments, LLC 0.09% Add +56.3% 733 $112K
Sugarloaf Wealth Management, LLC 0.02% Add +0.6% 718 $110K
City Holding Co. 0.02% No change 712 $109K
Thompson Investment Management, Inc. 0.02% No change 700 $107K
Wolverine Asset Management LLC 0.01% No change 700 $107K
Carmichael Hill & Associates, Inc. 0.04% No change 697 $107K
Strategic Investment Solutions, Inc. 0.03% Add +121.2% 688 $105K
Tanglewood Legacy Advisors, LLC 0.05% Add +0.6% 686 $105K
Western Pacific Wealth Management, LP 0.07% No change 669 $102K
Clearstead Trust, LLC 0.02% No change 653 $100K
Center for Financial Planning, Inc. 0.01% No change 650 $100K
Bank of New Hampshire 0.02% No change 635 $97K
Hemington Wealth Management 0.03% New 581 $97K
Avalon Trust Co 0.01% No change 633 $97K
Alpine Bank Wealth Management 0.02% — 628 $96K
Beacon Capital Management, LLC 0.01% Add +2.5% 623 $95K
SJS Investment Consulting Inc. 0.02% Add +19.1% 610 $93K
Main Street Group, LTD 0.04% Reduce -39.8% 601 $92K
Centerpoint Advisors, LLC 0.03% Reduce -28.0% 600 $92K
WR Wealth Planners, LLC 0.03% Add +36.5% 599 $92K
Providence Capital Advisors, LLC 0.02% Add +0.3% 577 $88K
Bfsg, LLC 0.01% Reduce -11.5% 576 $88K
Financial Perspectives, Inc 0.03% No change 560 $86K
IMA Advisory Services, Inc. 0.02% New 560 $86K
Tower View Wealth Management LLC 0.05% Add +0.6% 540 $83K
Stone House Investment Management, LLC 0.02% No change 536 $82K
Hartford Financial Management Inc. 0.02% Add +2.5% 525 $80K
Wolff Wiese Magana LLC 0.05% No change 521 $80K
Plante Moran Financial Advisors, LLC 0.01% Add +0.8% 504 $77K
Transcendent Capital Group LLC 0.04% No change 500 $77K
Central Pacific Bank - Trust Division 0.01% No change 485 $74K
Blue Bell Private Wealth Management, LLC 0.01% Add +2.9% 469 $72K
PFS Partners, LLC 0.04% Add +0.2% 467 $72K
Acadian Asset Management LLC 0.00% Reduce -6.8% 470 $71K
FSA Wealth Management LLC 0.03% — 460 $70K
Mfa Wealth Advisors, LLC 0.02% No change 454 $70K
First Financial Corp. 0.03% No change 451 $69K
Catalyst Capital Advisors LLC 0.00% New 444 $68K
Vermillion & White Wealth Management Group, LLC 0.05% No change 432 $66K
Banque Cantonale Vaudoise 0.00% New 431 $66K
Oliver Lagore Vanvalin Investment Group 0.02% Reduce -4.5% 420 $64K
Clear Point Advisors Inc. 0.05% Reduce -42.0% 415 $64K
Pinnacle Bancorp, Inc. 0.02% Reduce -34.8% 400 $61K
Rosenberg Matthew Hamilton 0.02% Add +52.4% 384 $59K
Riverview Trust Co 0.05% Add +3.3% 379 $58K
Ruedi Wealth Management, Inc. 0.02% No change 375 $57K
Addison Advisors LLC 0.02% Add +2.3% 363 $56K
BOK Financial Private Wealth, Inc. 0.00% Add +0.6% 362 $55K
Citizens National Bank Trust Department 0.01% No change 352 $54K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -24.6% 350 $54K
AllSquare Wealth Management LLC 0.03% No change 346 $53K
GW&K Investment Management, LLC 0.00% Add +14.4% 341 $52K
Silvant Capital Management LLC 0.00% New 315 $48K
State of Wyoming 0.01% Add +10333.3% 313 $48K
DHJJ Financial Advisors, Ltd. 0.02% No change 312 $48K
Beaird Harris Wealth Management, LLC 0.00% Reduce -16.5% 303 $46K
Chesapeake Asset Management LLC 0.04% Add +1.7% 299 $46K
Hantz Financial Services, Inc. 0.00% Reduce -3.7% 286 $44K
Hazlett, Burt & Watson, Inc. 0.02% Add +57.7% 276 $43K
Laurel Wealth Advisors LLC 0.01% No change 275 $42K
Coppell Advisory Solutions LLC 0.01% Add +8.2% 265 $41K
Tsfg, LLC 0.01% No change 269 $41K
J.Safra Asset Management Corp 0.00% No change 259 $40K
TFC Financial Management, Inc. 0.01% Add +30.0% 260 $40K
Flaharty Asset Management, LLC 0.01% New 259 $40K
Raleigh Capital Management Inc. 0.02% Add +32.1% 255 $39K
Creative Financial Designs Inc. 0.00% Add +0.4% 237 $36K
Bank & Trust Co 0.03% No change 237 $36K
Abound Wealth Management 0.01% Add +59.2% 234 $36K
WFA of San Diego, LLC 0.03% Add +0.4% 232 $36K
Advantage Trust Co 0.02% No change 230 $35K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 222 $34K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +0.5% 213 $33K
Trust Co 0.00% No change 210 $32K
Knott David M Jr 0.01% No change 210 $32K
Bell Investment Advisors, Inc 0.01% Add +2.0% 206 $32K
Meeder Asset Management Inc. 0.00% No change 205 $31K
Andra AP-fonden 0.00% Reduce -96.3% 200 $31K
Oarsman Capital, Inc. 0.01% New 197 $30K
Northwest Financial Advisors 0.02% New 193 $30K
Nemes Rush Group LLC 0.00% No change 223 $29K
Webster Bank, N. A. 0.00% Reduce -62.1% 188 $29K
Family CFO Inc 0.02% No change 184 $28K
Salomon & Ludwin, LLC 0.00% No change 180 $28K
West Financial Advisors, LLC 0.01% New 176 $27K
Redmont Wealth Advisors LLC 0.04% No change 173 $26K
Zions Bancorporation, N.A. 0.00% Reduce -17.7% 167 $26K
Pin Oak Investment Advisors Inc. 0.02% No change 168 $25K
Ridgewood Investments LLC 0.01% Reduce -35.2% 162 $25K
CGC Financial Services, LLC 0.01% No change 162 $25K
Steph & Co. 0.01% No change 152 $23K
Valued Wealth Advisors LLC 0.01% Add +7.1% 136 $21K
Guardian Wealth Management, Inc. 0.01% No change 125 $19K
Tucker Asset Management LLC 0.00% No change 123 $19K
Clean Yield Group 0.01% Reduce -48.7% 120 $18K
Goodman Advisory Group, LLC 0.01% No change 120 $18K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -0.8% 120 $18K
Raffa Wealth Management, LLC 0.00% No change 119 $18K
Concord Wealth Partners 0.00% No change 119 $18K
Painted Porch Advisors LLC 0.01% No change 111 $17K
NCP Inc. 0.01% Add +0.9% 111 $17K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 110 $17K
American National Bank & Trust 0.00% Reduce -10.6% 110 $17K
Hobbs Group Advisors, LLC 0.01% No change 103 $16K
Hoey Investments, Inc. 0.00% No change 127 $16K
Tidemark, LLC 0.01% No change 100 $15K
PSI Advisors, LLC 0.00% No change 100 $15K
IAG Wealth Partners, LLC 0.00% New 100 $15K
Atwood & Palmer Inc. 0.00% No change 100 $15K
Winch Advisory Services, LLC 0.00% Add +1.1% 93 $14K
ORG Partners LLC 0.00% Reduce -93.0% 84 $13K
Avion Wealth 0.00% Add +28.6% 81 $12K
Pflug Koory, LLC 0.00% — 68 $10K
Mascoma Wealth Management LLC 0.00% No change 66 $10K
DT Investment Partners, LLC 0.00% Add +6500.0% 66 $10K
Ascentis Wealth Management, LLC 0.00% — 65 $10K
Penserra Capital Management LLC 0.00% No change 60 $9K
Cornerstone Planning Group LLC 0.00% Add +18.2% 52 $9K
Bangor Savings Bank 0.00% New 56 $9K
Cape Investment Advisory, Inc. 0.00% Add +120.0% 55 $8K
Highline Wealth Partners LLC 0.00% Add +160.0% 52 $8K
Cedar Wealth Management, LLC 0.00% No change 50 $8K
Northwest Investment Counselors, LLC 0.00% New 48 $7K
SWAN Capital LLC 0.00% No change 44 $7K
Syntax Research, Inc. 0.00% No change 43 $7K
CBIZ Investment Advisory Services, LLC 0.00% No change 41 $6K
Archer Investment Corp 0.00% No change 36 $6K
Prestige Wealth Management Group LLC 0.00% Reduce -98.1% 35 $5K
RE Dickinson Investment Advisors, LLC 0.00% No change 33 $5K
CNB Bank 0.00% No change 33 $5K
HBC Financial Services, PLLC 0.00% No change 30 $5K
Pacific Center for Financial Services 0.00% No change 29 $4K
MeadowBrook Investment Advisors LLC 0.00% No change 28 $4K
Financial Management Professionals, Inc. 0.00% Add +155.6% 23 $4K
Contravisory Investment Management, Inc. 0.00% No change 24 $4K
Nvwm, LLC 0.00% Reduce -4.8% 20 $3K
Private Wealth Management Group, LLC 0.00% No change 18 $3K
Granite FO LLC 0.00% New 18 $3K
PayPay Securities Corp 0.23% Add +54.5% 17 $3K
Pacific Capital Wealth Advisors, Inc. 0.00% Reduce -79.0% 17 $3K
New Millennium Group LLC 0.00% No change 16 $2K
Semmax Financial Advisors Inc. 0.00% No change 13 $2K
JDM Financial Group LLC 0.00% New 13 $2K
WestEnd Advisors, LLC 0.00% Add +8.3% 13 $2K
ESL Trust Services, LLC 0.00% No change 12 $2K
Trifecta Capital Advisors, LLC 0.00% No change 12 $2K
Citadel Advisors 0.00% Reduce -100.0% 12 $2K
Pathway Financial Advisers, LLC 0.00% Add +15294.1% 236,453 $2K
Rakuten Securities, Inc. 0.00% No change 10 $2K
Financial Network Wealth Advisors LLC 0.00% Add +300.0% 8 $1K
Winthrop Capital Management, LLC 0.00% New 6 $1K
Sanctuary Wealth Management, L.L.C. 0.00% No change 5 $766
Claris Advisors, LLC / Mo / 0.00% New 3 $459
Anfield Capital Management, LLC 0.00% New 2 $306
West Branch Capital LLC 0.00% New 1 $154
Mendota Financial Group, LLC 0.00% New 1 $154

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