BlackstoneBX

13F holders, Q4 2024 (December 31)
2,134holders +199
149new positions
72sold out
10famous investors
$172.40avg. 13F price*

At the end of Q4 2024, 2,134 institutions reported holding Blackstone Inc. (BX) in their 13F filings, up 199 from Q3 2024. 149 opened new positions and 72 sold out. The largest holders were Vanguard Group Inc. ($11.5B), BlackRock, Inc. ($8.5B) and Capital World Investors ($5.7B). 10 famous investors held it, including Tom Gayner (1.9% of Markel Group's portfolio), Ron Baron (0.4% 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions149$908.1M
Exits72$118.4M

All 13F filers, Q3 2024 → Q4 2024: 26,133,445 shares bought and 23,128,370 shares sold, net +3,005,075 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,134 holders

Vanguard Group Inc. 0.20% Add +1.4% 66,894,632 $11.5B
BlackRock, Inc. 0.17% Add +3.1% 49,088,349 $8.5B
Capital World Investors 0.86% Reduce -13.0% 32,869,404 $5.7B
State Street Corp. 0.21% Add +2.4% 30,736,511 $5.3B
Morgan Stanley 0.35% Add +5.0% 28,897,566 $5.0B
JPMorgan Chase & Co. 0.33% Add +13.4% 23,939,716 $4.1B
Geode Capital Management, LLC 0.20% Add +3.0% 15,341,300 $2.6B
Capital International Investors 0.42% Reduce -19.8% 12,858,922 $2.2B
Bank of America Corp. 0.18% Add +1.2% 11,297,034 $1.9B
Edgewood Management LLC 4.91% Reduce -14.1% 9,922,675 $1.7B
Royal Bank of Canada 0.29% Reduce -16.7% 7,901,485 $1.4B
Northern Trust Corp. 0.17% Add +10.8% 7,016,046 $1.2B
Aristotle Capital Management, LLC 2.09% Reduce -1.1% 6,296,919 $1.1B
UBS Group AG 0.24% Add +5.5% 6,122,401 $1.1B
Invesco Ltd. 0.19% Add +6.6% 5,987,702 $1.0B
Norges Bank 0.13% Reduce -2.6% 5,651,597 $974.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.96% Add +2.9% 5,195,551 $895.8M
Wells Fargo & Company 0.21% Reduce -3.7% 5,083,079 $876.4M
CIBC Private Wealth Group LLC 1.53% Reduce -2.9% 4,837,549 $841.6M
Goldman Sachs Group Inc. 0.15% Reduce -7.2% 4,653,491 $802.4M
Janus Henderson Group PLC 0.40% Reduce -0.7% 4,587,026 $790.9M
Legal & General Group Plc 0.20% Reduce -10.2% 4,390,656 $757.0M
Bank of New York Mellon Corp 0.14% Reduce -0.2% 4,378,627 $755.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.17% Add +19.8% 4,109,020 $708.5M
Charles Schwab Investment Management Inc. 0.13% Add +2.9% 4,045,143 $697.5M
Neuberger Berman Group LLC 0.53% Reduce -0.4% 3,873,681 $667.9M
FMR LLC 0.03% Add +38.8% 2,990,238 $515.6M
Ameriprise Financial Inc. 0.13% Reduce -1.4% 2,876,883 $496.1M
Lazard Asset Management LLC 0.70% Add +1.4% 2,558,241 $441.1M
Beck Mack & Oliver LLC 7.43% Reduce -1.1% 2,328,382 $401.5M
Nuveen Asset Management, LLC 0.11% Add +20.2% 2,256,604 $389.1M
Axiom Investors LLC 2.52% Add +61.2% 1,984,892 $342.2M
Raymond James Financial Inc. 0.12% — 1,834,226 $316.3M
Bessemer Group Inc. 0.51% Reduce -46.9% 1,819,369 $313.7M
HSBC Holdings PLC 0.19% Reduce -1.8% 1,740,557 $300.2M
Sumitomo Mitsui Trust Group, Inc. 0.19% Add +1.3% 1,611,895 $277.9M
Brown Advisory Inc. 0.35% Reduce -4.0% 1,607,026 $277.1M
HighTower Advisors, LLC 0.36% Reduce -0.1% 1,529,999 $263.8M
T. Rowe Price Associates Inc. 0.03% Reduce -0.1% 1,445,252 $249.2M
Amundi 0.09% Add +51.0% 1,430,555 $248.7M
National Philanthropic Trust 3.58% Add +13.1% 1,441,816 $248.6M
Deutsche Bank AG 0.10% Add +9.6% 1,410,552 $243.2M
Barclays PLC 0.12% Reduce -48.6% 1,406,925 $242.6M
Evercore Wealth Management, LLC 3.61% Reduce -4.9% 1,399,444 $241.3M
Capital Research Global Investors 0.05% New 1,391,003 $239.8M
Blair William & Co. 0.68% Add +1.3% 1,352,435 $233.2M
National Pension Service 0.22% Reduce -4.4% 1,344,801 $231.9M
Rhumbline Advisers 0.20% Reduce -0.7% 1,296,997 $223.6M
Franklin Resources Inc. 0.06% Reduce -4.9% 1,291,451 $222.7M
Dimensional Fund Advisors LP 0.05% Add +0.4% 1,255,479 $216.5M
Mackenzie Financial Corp. 0.29% Add +6.0% 1,255,292 $216.4M
Markel Group 1.87% No change 1,229,000 $211.9M
Fayez Sarofim & Co 0.50% Add +0.0% 1,199,419 $206.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.20% Add +9.2% 1,147,797 $201.9M
Ensign Peak Advisors, Inc 0.35% Add +2.0% 1,154,633 $199.1M
PNC Financial Services Group, Inc. 0.13% Reduce -1.3% 1,154,566 $199.1M
California State Teachers Retirement System 0.22% Reduce -3.0% 1,110,523 $191.5M
Bank of Montreal 0.09% Reduce -4.7% 1,077,273 $185.7M
LPL Financial LLC 0.07% Add +12.3% 1,067,919 $184.1M
BNP Paribas Financial Markets 0.14% New 1,008,123 $173.8M
Heard Capital LLC 10.03% Reduce -5.4% 977,730 $168.6M
Jennison Associates LLC 0.10% Add +111.0% 973,348 $167.8M
SurgoCap Partners LP 9.60% Add +20.1% 961,828 $165.8M
Cryder Capital Partners LLP 11.67% Reduce -35.6% 930,877 $160.5M
Citigroup Inc. 0.15% Add +76.2% 929,043 $160.2M
Stifel Financial Corp. 0.16% Reduce -1.4% 914,646 $157.7M
John & Kathleen Schreiber Foundation 90.05% Reduce -2.4% 898,437 $154.9M
New York State Common Retirement Fund 0.21% Add +2.3% 894,657 $154.3M
Principal Financial Group Inc. 0.08% Reduce -2.3% 889,046 $153.3M
Healthcare of Ontario Pension Plan Trust Fund 0.32% Add +127.3% 857,000 $147.8M
Manufacturers Life Insurance Company, The 0.13% Reduce -10.9% 833,391 $143.7M
NorthCoast Asset Management LLC 0.67% Add +683.9% 789,119 $136.1M
Baron Capital (BAMCO) 0.35% Add +2.0% 785,682 $135.5M
Advisors Capital Management, LLC 2.03% Reduce -2.5% 748,014 $129.0M
Alliancebernstein L.P. 0.04% Reduce -1.2% 730,841 $126.0M
First Financial Bankshares Inc 2.71% Reduce -1.2% 726,657 $125.3M
Macquarie Group Ltd. 0.15% Reduce -13.8% 745,423 $123.7M
Commonwealth Equity Services, LLC 0.18% Add +0.8% 716,319 $123.5M
Douglas Lane & Associates, LLC 1.72% Reduce -4.5% 707,350 $122.0M
State Board of Administration of Florida Retirement System 0.23% Reduce -2.3% 687,947 $118.6M
Fairview Capital Investment Management, LLC 6.05% Reduce -5.2% 677,190 $116.8M
Rockefeller Capital Management L.P. 0.29% Reduce -0.1% 653,155 $112.5M
NewEdge Wealth, LLC 1.93% Reduce -1.9% 644,685 $111.2M
Credit Agricole S A 0.37% Add +47.9% 634,845 $109.5M
Janney Montgomery Scott LLC 0.30% Reduce -1.4% 620,898 $107.1M
Susquehanna International Group, LLP 0.16% Add +470.7% 607,863 $104.8M
Adage Capital Partners Gp, L.L.C. 0.18% Reduce -7.6% 605,740 $104.4M
Darlington Partners Capital Management, LP 3.86% Reduce -49.5% 599,227 $103.3M
New York State Teachers Retirement System 0.22% Reduce -3.8% 592,573 $102.2M
Swiss Life Asset Management Ltd 0.72% Add +62.6% 569,512 $98.2M
Argent Capital Management LLC 2.74% Reduce -1.9% 562,671 $97.0M
CANADA LIFE ASSURANCE Co 0.16% Reduce -1.9% 534,764 $92.1M
National Bank of Canada 0.12% Reduce -4.8% 533,748 $92.1M
Williams Jones Wealth Management, LLC. 1.11% Reduce -4.3% 533,527 $92.0M
Barr E S & Co. 5.37% Reduce -0.7% 526,199 $90.7M
Sanders Morris Harris LLC 13.31% Reduce -1.5% 509,759 $88.7M
Crestwood Advisors Group, LLC 1.64% Reduce -0.7% 507,425 $87.5M
Compagnie Lombard Odier SCmA 1.24% Reduce -24.1% 486,537 $83.9M
Lansforsakringar Fondforvaltning AB (publ) 0.31% — 476,392 $82.1M
Envestnet Asset Management Inc. 0.03% Add +2.9% 476,213 $82.1M
Squarepoint Ops LLC 0.20% Add +28.8% 455,499 $78.5M
Wealth Enhancement Advisory Services, LLC 0.15% Add +5.8% 454,675 $78.4M
Natixis Advisors, LLC 0.15% Add +37.1% 451,137 $77.8M
Sei Investments Co. 0.10% Add +8.7% 441,877 $76.2M
Bowen Hanes & Co. Inc. 2.01% Reduce -0.1% 435,651 $75.1M
Castleark Management LLC 2.51% Reduce -5.4% 417,020 $71.9M
Fishman Jay A Ltd. 6.73% Reduce -1.6% 416,300 $71.8M
State of Wisconsin Investment Board 0.18% Reduce -3.2% 410,611 $70.8M
Nomura Asset Management Co. Ltd. 0.21% Add +1.6% 410,326 $70.7M
Canada Pension Plan Investment Board 0.07% Add +0.4% 402,948 $69.5M
Twinbeech Capital LP 1.17% New 396,722 $68.4M
Mariner, LLC 0.11% Add +4.8% 394,348 $68.0M
Korea Investment CORP 0.16% Add +40.5% 391,893 $67.6M
Clearbridge Investments, LLC 0.05% Add +2.4% 383,771 $66.2M
Chevy Chase Trust Holdings, LLC 0.20% Reduce -1.9% 380,927 $65.7M
APG Asset Management N.V. 0.18% New 393,900 $65.6M
Cerity Partners LLC 0.14% Add +1.0% 383,142 $64.0M
Prudential Financial Inc. 0.09% Reduce -12.5% 370,073 $63.8M
Sanctuary Advisors, LLC 0.40% Reduce -2.1% 358,907 $63.8M
Lord, Abbett & Co. LLC 0.21% New 366,018 $63.1M
Schroder Investment Management Group 0.06% Add +83.2% 357,336 $61.5M
Russell Investments Group, Ltd. 0.08% Add +2.2% 354,219 $61.1M
Osaic Holdings, Inc. 0.14% Add +1.5% 367,107 $60.7M
Aberdeen Group plc 0.11% Reduce -17.8% 348,417 $60.2M
Walnut Private Equity Partners, LLC 31.73% Reduce -0.5% 346,251 $59.7M
Stephens Inc. 0.83% Add +7.5% 342,662 $59.1M
CapitalatWork S.A. 1.91% Reduce -12.1% 340,697 $58.7M
Corient Private Wealth LP 0.09% Add +3.2% 356,099 $56.5M
First Trust Advisors LP 0.05% Add +146.1% 327,848 $56.5M
Whittier Trust Co. 0.73% Add +0.8% 321,846 $55.5M
Mitsubishi UFJ Trust & Banking Corp 0.13% Reduce -2.3% 320,148 $55.2M
Kimelman & Baird, LLC 4.39% Reduce -2.2% 320,103 $55.2M
Randolph Co Inc 6.16% No change 319,636 $55.1M
Storebrand Asset Management As 0.17% Add +22.6% 318,188 $54.9M
Treasurer of the State of North Carolina 0.21% Add +2.9% 317,445 $54.7M
Voloridge Investment Management, LLC 0.19% New 316,949 $54.6M
Pictet Asset Management Holding SA 0.06% Reduce -2.2% 316,143 $54.5M
Asset Management One Co., Ltd. 0.19% Add +1.6% 312,820 $54.4M
Public Employees Retirement System of Ohio 0.19% Reduce -3.8% 314,127 $54.2M
Cetera Investment Advisers 0.11% Add +2.3% 298,292 $51.4M
Howard Capital Management Group, LLC 3.48% Reduce -1.2% 295,219 $50.9M
Commerce Bank 0.31% Add +258.6% 291,437 $50.2M
Lido Advisors, LLC 0.31% Add +6.1% 287,967 $49.7M
State of Tennessee, Department of Treasury 0.18% Reduce -4.1% 282,637 $48.7M
Public Sector Pension Investment Board 0.21% Add +124.6% 282,317 $48.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.10% — 280,615 $48.4M
Moody LYNN Lieberson & Walker, LLC 2.93% Add +0.3% 277,566 $47.9M
Cambridge Investment Research Advisors, Inc. 0.16% Reduce -4.3% 274,884 $47.4M
1832 Asset Management L.P. 0.08% Reduce -72.7% 273,535 $47.2M
TD Asset Management Inc 0.04% Add +2.4% 270,176 $46.6M
Aviva PLC 0.12% Add +16.0% 267,295 $46.1M
Partners Group Holding AG 1.65% Reduce -21.9% 267,129 $46.1M
Handelsbanken Fonder AB 0.18% Add +17.4% 266,414 $45.9M
DNB Asset Management AS 0.20% Add +4.5% 263,927 $45.5M
State of New Jersey Common Pension Fund D 0.18% Add +0.1% 263,513 $45.4M
Adell Harriman & Carpenter Inc. 3.09% Reduce -1.5% 257,803 $44.5M
Rafferty Asset Management, LLC 0.16% Add +3.9% 256,010 $44.1M
Fred Alger Management, LLC 0.21% Add +22.2% 255,884 $44.1M
Aureus Asset Management, LLC 2.79% Reduce -13.7% 250,684 $43.2M
Danske Bank A/S 0.13% Add +7.2% 248,143 $42.8M
Creative Planning 0.04% Add +4.3% 248,102 $42.8M
Silvercrest Asset Management Group LLC 0.28% Add +0.0% 245,477 $42.3M
M&T Bank Corp 0.14% Reduce -1.3% 244,868 $42.2M
Baldwin Wealth Partners LLC 2.90% Add +0.4% 243,683 $42.0M
KLP Kapitalforvaltning As 0.20% — 241,800 $41.7M
Capital International, Inc. 0.49% Add +7.6% 238,967 $41.2M
Prospera Financial Services Inc 0.96% Add +0.1% 237,980 $41.0M
Ieq Capital, LLC 0.39% Reduce -3.8% 236,421 $40.8M
Victory Capital Management Inc. 0.04% Reduce -0.9% 235,998 $40.7M
Welch Capital Partners LLC 8.70% Reduce -15.4% 233,628 $40.3M
Bahl & Gaynor LLC 0.21% Reduce -0.1% 230,697 $39.8M
Comerica Bank 0.16% Add +1.9% 228,331 $39.4M
MetLife Investment Management, LLC 0.21% Add +1.7% 222,907 $38.4M
Integrated Advisors Network LLC 1.84% Reduce -0.1% 222,839 $38.4M
Toronto Dominion Bank 0.07% Reduce -8.7% 221,872 $38.3M
Capital Advisors Inc. 0.76% Reduce -0.8% 221,797 $38.2M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.48% Add +20.5% 220,202 $38.0M
Northeast Investment Management 1.68% Reduce -1.9% 220,157 $38.0M
Private Advisor Group, LLC 0.21% Reduce -1.8% 218,049 $37.6M
Truist Financial Corp. 0.06% Reduce -5.2% 214,534 $37.0M
Focus Partners Wealth 0.09% Reduce -68.3% 211,292 $36.4M
Chicago Partners Investment Group LLC 1.21% Add +16.7% 208,621 $36.3M
Citadel Advisors 0.03% Add +1742283.3% 209,086 $36.1M
Arizona State Retirement System 0.22% Add +1.7% 208,337 $35.9M
Baird Financial Group, Inc. 0.07% Add +7.1% 206,879 $35.7M
Resona Asset Management Co.,Ltd. 0.21% Reduce -4.3% 206,369 $35.6M
Jane Street Group, LLC 0.06% Reduce -26.4% 203,026 $35.0M
Susquehanna Fundamental Investments, LLC 0.59% — 202,815 $35.0M
Baltimore-Washington Financial Advisors, Inc. 1.81% Add +0.8% 201,924 $34.8M
KCM Investment Advisors LLC 1.21% Add +5.6% 201,758 $34.8M
Skandinaviska Enskilda Banken AB (publ) 0.15% Reduce -0.5% 199,153 $34.3M
Forsta Ap-Fonden 0.24% Add +20.6% 197,700 $34.1M
LGT Capital Partners LTD. 1.29% Reduce -5.0% 197,300 $34.0M
Rothschild Investment LLC 2.22% Reduce -2.5% 196,478 $33.9M
State of Michigan Retirement System 0.18% Reduce -0.1% 196,000 $33.8M
Country Trust Bank 0.83% Add +8.6% 192,525 $33.2M
Moran Wealth Management, LLC 1.05% Reduce -3.9% 191,553 $33.0M
Corebridge Financial, Inc. 0.18% Reduce -0.6% 191,351 $33.0M
Archon Partners LLC 3.81% No change 190,000 $32.8M
Guggenheim Capital LLC 0.27% Add +5.5% 189,913 $32.7M
STRS Ohio 0.13% Reduce -3.1% 188,332 $32.5M
Destination Wealth Management 1.01% Reduce -6.3% 187,424 $32.3M
Pinnacle Associates Ltd. 0.44% Reduce -2.5% 187,247 $32.3M
DekaBank Deutsche Girozentrale 0.06% No change 180,044 $31.4M
Leavell Investment Management, Inc. 1.54% Reduce -0.9% 181,666 $31.3M
Neville Rodie & Shaw Inc. 2.26% Reduce -0.3% 179,460 $30.9M
TD Waterhouse Canada Inc. 0.25% Reduce -1.7% 177,637 $30.6M
USS Investment Management Ltd 0.22% Reduce -1.5% 177,472 $30.6M
J. L. Bainbridge & Co., Inc. 2.88% Reduce -0.8% 176,863 $30.5M
CIBC Asset Management Inc 0.10% Add +1.3% 174,558 $30.1M
Voya Investment Management LLC 0.04% Reduce -5.2% 173,498 $29.9M
Allen Investment Management, LLC 0.34% Add +340.3% 171,209 $29.5M
Allspring Global Investments Holdings, LLC 0.05% Add +16.2% 168,201 $29.2M
Gabelli Funds LLC 0.22% Reduce -2.0% 168,056 $29.0M
Capital International Sarl 0.67% Add +5.8% 167,796 $28.9M
Xponance LLC 0.26% Add +3.9% 166,554 $28.7M
Royal London Asset Management Ltd. 0.07% Reduce -57.0% 166,209 $28.7M
North Star Investment Management Corp. 1.98% Reduce -6.4% 164,836 $28.4M
First Long Island Investors, LLC 2.26% Add +2.0% 164,499 $28.4M
DJE Kapital AG 0.66% — 166,026 $28.3M
Highlander Partners, L.P. 16.06% No change 164,000 $28.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.29% Reduce -1.5% 163,561 $28.2M
Wellington Management Group LLP 0.01% Reduce -33.8% 163,425 $28.2M
D.A. Davidson & Co. 0.23% Reduce -5.2% 162,965 $28.1M
MML Investors Services, LLC 0.09% Add +3.4% 158,496 $27.3M
Cibc World Market Inc. 0.06% Reduce -2.7% 158,003 $27.2M
Czech National Bank 0.25% Add +6.7% 156,545 $27.0M
Retirement Systems of Alabama 0.10% Reduce -1.2% 156,320 $27.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Add +12.3% 155,953 $26.9M
Kestra Advisory Services, LLC 0.15% Reduce -14.2% 155,491 $26.8M
ProShare Advisors LLC 0.06% Add +8.0% 154,718 $26.7M
US Bancorp \de 0.03% Add +1.5% 154,429 $26.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.16% Reduce -2.1% 153,519 $26.5M
Edgemoor Investment Advisors, Inc. 2.33% Reduce -0.7% 152,523 $26.3M
Amalgamated Bank 0.21% Reduce -1.1% 150,080 $25.9M
SVB Wealth LLC 0.48% Add +4449.3% 148,351 $25.6M
Pinebridge Investments, L.P. 0.19% Reduce -16.9% 145,476 $25.1M
Evelyn Partners Investment Management LLP 0.81% — 144,559 $24.9M
Grand Jean Capital Management Inc. 5.71% Reduce -0.6% 142,506 $24.6M
Chilton Investment Co. Inc. 0.63% Reduce 0.0% 142,170 $24.5M
Bank of Nova Scotia 0.04% Add +5.3% 141,307 $24.4M
Cullen/Frost Bankers, Inc. 0.33% Add +1.8% 140,431 $24.2M
Guardian Investment Management 17.13% New 139,215 $24.0M
Sonora Investment Management Group, LLC 1.86% Add +0.5% 138,881 $23.9M
Texas Yale Capital Corp. 0.96% Add +0.2% 138,734 $23.9M
FIL Ltd 0.02% Reduce -32.8% 138,305 $23.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.14% Add +15.6% 137,888 $23.8M
Wellington Shields Capital Management, LLC 4.19% Reduce -2.0% 137,287 $23.7M
DE Burlo Group Inc. 3.16% Add +42.1% 137,253 $23.7M
Nisa Investment Advisors, LLC 0.09% Add +13.3% 134,116 $23.1M
Choreo, LLC 0.32% Reduce -8.4% 130,979 $22.5M
IFM Investors Pty Ltd 0.23% Reduce -9.2% 128,772 $22.2M
Whittier Trust Co. of Nevada Inc. 0.54% Add +5.2% 127,926 $22.1M
KBC Group NV 0.06% Reduce -23.1% 127,907 $22.1M
Amplius Wealth Advisors, LLC 2.26% Reduce -0.8% 127,902 $22.1M
Allianz Asset Management GmbH 0.03% Add +120.2% 125,531 $21.6M
Varma Mutual Pension Insurance Co 0.16% Reduce -37.1% 124,000 $21.4M
WASHINGTON TRUST Co 0.77% Reduce -2.6% 123,772 $21.3M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -1.3% 122,941 $21.2M
QRG Capital Management, Inc. 0.22% Add +11.3% 122,080 $21.0M
Utah Retirement Systems 0.23% Add +2.5% 119,700 $20.6M
Arrowstreet Capital, Limited Partnership 0.02% New 119,148 $20.5M
Stratos Wealth Advisors, LLC 0.97% Add +0.1% 117,360 $20.2M
Captrust Financial Advisors 0.06% Reduce -3.5% 117,157 $20.2M
Fort Sheridan Advisors LLC 2.94% Add +3.9% 116,663 $20.1M
Cibc World Markets Corp. 0.12% Reduce -18.2% 113,800 $19.6M
GAMCO Investors 0.20% Reduce -4.7% 113,385 $19.5M
Fifth Third Bancorp 0.07% Add +21.1% 113,274 $19.5M
Parsons Capital Management Inc. 1.06% Reduce -0.8% 112,693 $19.4M
Tenere Capital LLC 5.13% Add +24.6% 112,300 $19.4M
Oppenheimer & Co. Inc. 0.27% Reduce -3.4% 106,067 $18.3M
Rheos Capital Works Inc. 1.01% Add +2.9% 106,000 $18.3M
Pathstone Holdings, LLC 0.08% Reduce -1.4% 105,481 $18.2M
South Street Advisors LLC 2.79% Reduce -3.5% 105,491 $18.2M
Tiaa Trust, National Association 0.06% Add +17.2% 105,369 $18.2M
Police & Firemen's Retirement System of New Jersey 0.18% — 105,091 $18.1M
Capital International Ltd. 0.74% Add +0.3% 104,693 $18.1M
Princeton Global Asset Management LLC 3.35% Add +1.7% 104,024 $17.9M
Boussard & Gavaudan Investment Management LLP 2.36% New 103,562 $17.8M
Cyrus J. Lawrence, LLC 3.40% Add +0.7% 101,984 $17.6M
Waldron Private Wealth LLC 0.70% Add +99.0% 101,538 $17.5M
Daiwa Securities Group Inc. 0.08% Add +7.8% 100,801 $17.4M
ARS Investment Partners, LLC 1.56% Add +4.8% 100,421 $17.3M
Artemis Investment Management LLP 0.24% Add +0.5% 97,673 $16.8M
Public Employees Retirement Association of Colorado 0.07% Reduce -1.9% 97,588 $16.8M
Mirador Capital Partners LP 3.05% Add +2.0% 97,536 $16.8M
Cozad Asset Management Inc. 1.56% Reduce -3.5% 96,957 $16.7M
New York Life Investment Management LLC 0.16% Reduce -9.2% 96,864 $16.7M
Sandy Spring Bank 0.67% Add +0.4% 96,629 $16.7M
Calamos Advisors LLC 0.11% No change 96,400 $16.6M
Private Capital Advisors, Inc. 1.98% Reduce -0.4% 96,261 $16.6M
Appleton Partners Inc. 1.22% Reduce -4.5% 95,772 $16.5M
Burling Wealth Partners, LLC 3.37% — 95,713 $16.5M
Federation des caisses Desjardins du Quebec 0.08% Add +3.9% 95,665 $16.5M
Cresset Asset Management, LLC 0.08% Reduce -43.9% 94,522 $16.3M
Yarbrough Capital, LLC 0.62% No change 94,255 $16.3M
Becker Capital Management Inc. 0.53% Reduce -2.6% 93,977 $16.2M
Tocqueville Asset Management L.P. 0.25% Add +0.4% 93,752 $16.2M
Jamison Private Wealth Management, Inc. 2.38% Add +1.2% 93,521 $16.1M
Canal Capital Management, LLC 2.59% Reduce -12.3% 92,724 $16.0M
Sequoia Financial Advisors, LLC 0.15% Add +1.2% 92,173 $15.9M
St Germain D J Co. Inc. 0.72% Add +1.3% 91,274 $15.7M
Adalta Capital Management LLC 8.20% Reduce -0.3% 91,126 $15.7M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +29.9% 90,537 $15.7M
Independent Financial Group, LLC 0.52% Add +45.8% 90,909 $15.7M
Chesley Taft & Associates LLC 0.73% Add +2.4% 90,829 $15.7M
Ithaka Group LLC 2.87% Reduce -2.6% 90,324 $15.6M
Prime Capital Investment Advisors, LLC 0.23% Add +5.7% 89,865 $15.5M
Nissay Asset Management Corp. /Japan 0.09% Add +1.9% 87,715 $15.3M
O'shaughnessy Asset Management, LLC 0.13% Add +21.8% 88,244 $15.2M
Y-Intercept (Hong Kong) Ltd 1.01% Add +316.9% 87,822 $15.1M
SOL Capital Management CO 1.68% Reduce -0.1% 87,553 $15.1M
Vantage Investment Partners, LLC 1.31% Reduce -17.9% 86,972 $15.0M
Yousif Capital Management, LLC 0.17% Reduce -3.0% 86,957 $15.0M
Segment Wealth Management, LLC 1.02% Add +607.2% 86,704 $14.9M
Mutual of America Capital Management LLC 0.16% Reduce -2.5% 86,495 $14.9M
NewEdge Advisors, LLC 0.09% Add +18.0% 86,253 $14.9M
Consolidated Investment Group LLC 2.08% No change 86,229 $14.9M
Colonial Trust Advisors 1.32% Reduce -1.6% 86,164 $14.9M
Mercer Global Advisors Inc. 0.04% Reduce -23.5% 85,885 $14.8M
Atria Investments, Inc 0.18% Add +4.8% 84,089 $14.5M
CWA Asset Management Group, LLC 0.73% Reduce -3.1% 83,979 $14.5M
Engineers Gate Manager LP 0.25% New 83,129 $14.3M
GFG Capital, LLC 3.91% Reduce -2.0% 82,548 $14.2M
State of Alaska, Department of Revenue 0.16% Reduce -1.6% 82,315 $14.2M
Sargent Investment Group, LLC 2.31% Add +3.2% 85,295 $14.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.14% Add +8.9% 81,934 $14.1M
Jones Financial Companies LLLP 0.01% Add +29.2% 81,358 $14.0M
Steward Partners Investment Advisory, LLC 0.12% Reduce -3.5% 81,081 $14.0M
Bleichroeder LP 3.48% No change 80,000 $13.8M
Sierra Summit Advisors LLC 2.72% Add +8.0% 78,412 $13.5M
ExodusPoint Capital Management, LP 0.14% Add +78.4% 77,036 $13.3M
Jacobson & Schmitt Advisors, LLC 2.56% Reduce -7.7% 76,782 $13.2M
Community Bank & Trust, Waco, Texas 3.01% Reduce -0.8% 76,460 $13.2M
Account Management LLC 15.34% No change 76,031 $13.1M
Stratos Wealth Partners, LTD. 0.19% Reduce -0.3% 75,661 $13.0M
Laurion Capital Management LP 0.83% New 75,455 $13.0M
Clarkston Capital Partners, LLC 0.25% No change 75,325 $13.0M
Marshall Wace, LLP 0.02% New 75,171 $13.0M
Hilton Capital Management, LLC 1.12% Reduce -8.2% 75,050 $12.9M
Meyer Handelman Co. 0.45% No change 75,012 $12.9M
Gerber Kawasaki Wealth & Investment Management 0.56% Add +3.5% 74,415 $12.8M
Bradley Foster & Sargent Inc. 0.21% Add +7.3% 73,856 $12.7M
Tranquility Partners, LLC 4.79% Reduce -1.7% 73,752 $12.7M
Gradient Investments LLC 0.26% Reduce -27.0% 73,141 $12.6M
Liontrust Investment Partners LLP 0.18% Add +42.0% 72,873 $12.6M
World Investment Advisors 0.34% Add +4.8% 72,823 $12.6M
Scotia Capital Inc. 0.07% Reduce -3.8% 72,745 $12.5M
Argent Trust Co 0.51% Add +0.4% 72,698 $12.5M
Wealthfront Advisers LLC 0.04% Add +18.3% 72,545 $12.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Reduce -25.1% 71,660 $12.4M
Vanguard Personalized Indexing Management, LLC 0.19% Add +8.4% 71,416 $12.3M
Dupont Capital Management Corp. 1.14% No change 71,172 $12.3M
AQR Capital Management 0.02% Add +287.0% 71,007 $12.2M
Advisors Asset Management, Inc. 0.22% Reduce -9.7% 70,585 $12.2M
FORA Capital, LLC 1.39% Add +96.6% 70,386 $12.1M
one8zero8, LLC 2.61% — 70,275 $12.1M
Snowden Capital Advisors LLC 0.38% Reduce -0.9% 70,003 $12.1M
Equitable Holdings, Inc. 0.11% Reduce -6.9% 69,743 $12.0M
Peapack Gladstone Financial Corp. 0.17% Reduce -4.8% 69,667 $12.0M
Ancora Advisors LLC 0.26% Reduce -0.8% 68,431 $11.8M
Mizuho Securities USA LLC 0.21% Add +46.5% 68,430 $11.8M
&partners 0.14% Add +22.5% 65,461 $11.5M
Griffin Asset Management, Inc. 1.35% Reduce -0.7% 66,421 $11.5M
Independent Advisor Alliance 0.15% Add +6.2% 66,418 $11.5M
Northeast Financial Consultants Inc 0.48% Add +0.4% 66,317 $11.4M
Teacher Retirement System of Texas 0.04% Add +1283.0% 66,175 $11.4M
Clearstead Advisors, LLC 0.17% Reduce -6.6% 66,048 $11.4M
Cottage Street Advisors LLC 5.92% Reduce -1.3% 65,973 $11.4M
Elo Mutual Pension Insurance Co 0.24% Reduce -3.3% 65,713 $11.3M
American Century Companies Inc. 0.01% Add +11.8% 65,513 $11.3M
Assetmark, Inc. 0.03% Add +8.8% 65,472 $11.3M
Perigon Wealth Management, LLC 0.27% Reduce -2.8% 61,477 $10.9M
Garrison Bradford & Associates Inc. 11.36% Reduce -0.6% 62,903 $10.8M
BigSur Wealth Management LLC 3.07% Reduce -4.0% 62,305 $10.7M
MAI Capital Management 0.08% Add +13.4% 62,170 $10.7M
Harbour Trust & Investment Management Co 1.22% Add +3.2% 62,146 $10.7M
Oregon Public Employees Retirement Fund 0.20% Add +0.5% 61,905 $10.7M
FineMark National Bank & Trust 0.37% Reduce -21.3% 61,631 $10.6M
Embree Financial Group 1.81% Add +0.3% 61,463 $10.6M
Ethic Inc. 0.21% Add +71.5% 60,560 $10.4M
Oppenheimer Asset Management Inc. 0.13% Reduce -2.6% 60,502 $10.4M
Advisory Services Network, LLC 0.19% Add +26.6% 60,243 $10.4M
Quantinno Capital Management LP 0.10% Add +17.5% 59,980 $10.3M
Jackson Wealth Management, LLC 1.17% Reduce -0.3% 59,689 $10.3M
McIntyre Freedman & Flynn Investment Advisers Inc. 7.66% Reduce -1.0% 59,498 $10.3M
B & T Capital Management DBA Alpha Capital Management 1.88% Reduce -4.8% 59,472 $10.3M
Bragg Financial Advisors, Inc 0.41% Reduce -4.8% 59,390 $10.2M
B. Riley Wealth Advisors, Inc. 0.34% Reduce -18.6% 59,310 $10.2M
Transcend Capital Advisors, LLC 0.74% Reduce -4.1% 59,225 $10.2M
American Assets Capital Advisers, LLC 3.38% No change 58,823 $10.1M
Kestra Private Wealth Services, LLC 0.17% Add +5.2% 58,419 $10.1M
Nordea Investment Management AB 0.01% Add +8.8% 58,229 $10.1M
Golden State Wealth Management, LLC 1.51% — 58,272 $10.0M
Axxcess Wealth Management, LLC 0.25% Reduce -2.5% 58,033 $10.0M
Sumitomo Life Insurance Co. 0.19% New 57,900 $10.0M
Pacer Advisors, Inc. 0.02% Add +8.1% 57,747 $10.0M
Border to Coast Pensions Partnership Ltd 0.19% Add +15.0% 57,500 $9.9M
O'ROURKE & COMPANY, Inc 4.85% Reduce -12.5% 57,432 $9.9M
Welch Group, LLC 0.44% Reduce -0.3% 57,212 $9.8M
Capital Group Private Client Services, Inc. 0.09% Add +0.0% 57,082 $9.8M
Bridge Creek Capital Management LLC 3.03% Reduce -3.6% 57,075 $9.8M
Moors & Cabot, Inc. 0.46% Add +2.4% 55,898 $9.6M
Cornerstone Wealth Management, LLC 0.65% Reduce -3.6% 55,822 $9.6M
Polar Capital Holdings Plc 0.05% Reduce -1.4% 55,670 $9.6M
Gulf International Bank (UK) Ltd 0.24% Reduce -1.1% 55,578 $9.6M
Wulff, Hansen & Co. 8.95% Reduce -1.7% 54,878 $9.5M
Vident Advisory, LLC 0.16% Add +396.2% 54,458 $9.4M
Ellis Investment Partners, LLC 1.85% Reduce -0.8% 54,422 $9.4M
Walleye Trading LLC 0.18% New 54,088 $9.3M
Mark Asset Management LP 1.42% Reduce -38.2% 53,368 $9.2M
Natixis 0.06% Add +111.5% 53,310 $9.2M
F/m Investments LLC 0.34% Add +53.1% 52,973 $9.1M
DAVENPORT & Co LLC 0.05% Add +9.0% 52,784 $9.1M
EverSource Wealth Advisors, LLC 0.51% Reduce -0.4% 52,578 $9.1M
AXA S.A. 0.03% Add +55.3% 52,339 $9.0M
Avanza Fonder AB 0.27% — 52,227 $9.0M
Beacon Pointe Advisors, LLC 0.10% Reduce -3.4% 52,208 $9.0M
Marietta Wealth Management, LLC 1.29% Reduce -3.6% 52,183 $9.0M
Kennedy Capital Management LLC 0.20% Reduce -4.1% 51,571 $8.9M
Vishria Bird Financial Group, LLC 3.08% Reduce -0.2% 50,935 $8.8M
Grange Capital, LLC 9.18% — 50,787 $8.8M
ArrowMark Colorado Holdings LLC 0.12% No change 50,700 $8.7M
CenterBook Partners LP 0.52% New 50,690 $8.7M
Tyler-Stone Wealth Management 1.55% Reduce -0.9% 50,652 $8.7M
Act Two Investors LLC 1.67% Reduce -2.6% 49,711 $8.6M
Foundations Investment Advisors, LLC 0.17% Add +17.6% 49,666 $8.6M
Kentucky Retirement Systems 0.25% Reduce -1.4% 49,483 $8.5M
Apollon Wealth Management, LLC 0.20% Reduce -4.7% 49,332 $8.5M
Allen Capital Group, LLC 1.04% Reduce -10.1% 49,300 $8.5M
Towne Trust Company, N.A 2.98% Reduce -5.0% 49,195 $8.5M
Focused Wealth Management, Inc 1.14% Add +0.4% 49,143 $8.5M
Covington Investment Advisors Inc. 1.26% Reduce -1.1% 48,714 $8.4M
Security National Bank 1.20% Reduce -3.1% 48,668 $8.4M
Atria Wealth Solutions, Inc. 0.09% Add +2.5% 48,643 $8.4M
Thrivent Financial for Lutherans 0.02% Add +9.4% 47,963 $8.4M
Seneca House Advisors 3.30% Reduce -12.4% 48,189 $8.3M
Creegan & Nassoura Financial Group, LLC 5.59% Reduce -0.5% 48,185 $8.3M
Narwhal Capital Management 0.73% Reduce -2.9% 48,128 $8.3M
Triangle Securities Wealth Management 2.11% Reduce -5.3% 47,618 $8.2M
Carret Asset Management, LLC 0.89% Reduce -1.1% 46,891 $8.1M
Candriam S.C.A. 0.05% Reduce -0.6% 46,711 $8.1M
Lighthouse Investment Partners, LLC 0.31% New 46,050 $7.9M
Trexquant Investment LP 0.09% Add +43.6% 45,709 $7.9M
Motco 0.81% Reduce -1.8% 45,621 $7.9M
Kercheville Advisors, LLC 3.04% Reduce -2.6% 45,465 $7.8M
Kavar Capital Partners Group, LLC 1.32% Add +0.2% 45,331 $7.8M
Flossbach Von Storch SE 0.03% Reduce -18.2% 45,000 $7.8M
UniSuper Management Pty Ltd 0.06% Add +24.9% 44,632 $7.7M
HM Payson & Co. 0.13% Reduce -1.3% 44,445 $7.7M
Fiduciary Group, LLC 0.77% Reduce -4.2% 44,392 $7.7M
Cwm, LLC 0.03% Add +6.3% 43,465 $7.5M
Global Retirement Partners, LLC 0.21% Reduce -4.3% 43,368 $7.5M
Woodline Partners LP 0.05% New 43,359 $7.5M
Howland Capital Management LLC 0.33% Add +4.8% 43,337 $7.5M
Bremer Bank National Association 1.47% Reduce -0.8% 43,126 $7.4M
Caldwell Trust Co 0.77% Reduce -2.2% 43,003 $7.4M
Compass Wealth Management LLC 1.78% Reduce -3.0% 42,844 $7.4M
Naples Global Advisors, LLC 0.68% Reduce -1.6% 42,423 $7.3M
Royal Fund Management, LLC 0.79% Reduce -15.1% 41,938 $7.3M
Ibex Wealth Advisors 0.85% New 41,872 $7.2M
Man Group plc 0.02% Add +222.0% 41,847 $7.2M
NEOS Investment Management LLC 0.17% Add +31.3% 41,769 $7.2M
Tower Research Capital LLC (TRC) 0.14% Add +91.6% 41,685 $7.2M
Proficio Capital Partners LLC 0.58% Add +6.4% 41,645 $7.2M
Ellsworth Advisors, LLC 1.87% Reduce -1.6% 41,484 $7.2M
SouthState Bank Corp 0.47% Add +1290.3% 41,376 $7.1M
Glassy Mountain Advisors, Inc. 2.44% Add +0.1% 41,327 $7.1M
Abn Amro Investment Solutions 0.13% Reduce -18.5% 41,300 $7.1M
Duncker Streett & Co. Inc. 1.32% Reduce -0.7% 41,297 $7.1M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.84% Reduce -14.9% 41,255 $7.1M
Lake Street Advisors Group, LLC 0.33% Add +112.9% 41,171 $7.1M
Beta Wealth Group, Inc. 3.14% Reduce -6.6% 41,148 $7.1M
Greenwich Wealth Management LLC 0.50% Add +0.0% 41,132 $7.1M
Marvin & Palmer Associates Inc. 5.36% New 40,691 $7.0M
Uhlmann Price Securities, LLC 5.17% Add +2.8% 39,757 $6.9M
Clear Harbor Asset Management, LLC 0.55% Add +16.1% 39,754 $6.9M
Lake Street Private Wealth, LLC 1.10% Reduce -0.1% 39,713 $6.8M
Hedeker Wealth, LLC 1.69% Add +0.2% 39,342 $6.8M
Pinnacle Financial Partners Inc 0.14% Add +0.2% 39,475 $6.8M
Rockline Wealth Management, LLC 1.81% Add +0.1% 39,196 $6.8M
Avantax Advisory Services, Inc. 0.04% Add +9.5% 39,106 $6.7M
Colonial Trust Co / SC 1.00% Add +7.9% 39,104 $6.7M
Quest Investment Management LLC 0.78% Add +1091.8% 39,079 $6.7M
Harbor Investment Advisory, LLC 0.63% Add +1.5% 39,014 $6.7M
Graypoint LLC 0.41% Add +0.6% 38,924 $6.7M
SG Americas Securities, LLC 0.03% Reduce -48.6% 38,861 $6.7M
Gillson Capital LP 0.60% New 38,832 $6.7M
Maryland State Retirement & Pension System 0.14% Reduce -4.8% 38,816 $6.7M
Securian Asset Management, Inc. 0.19% Reduce -2.4% 38,804 $6.7M
Louisiana State Employees Retirement System 0.13% Reduce -4.2% 38,800 $6.7M
Allworth Financial LP 0.04% Add +34.6% 36,461 $6.7M
Cross Staff Investments Inc 4.61% Add +2.1% 38,388 $6.6M
Investment Management Corp of Ontario 0.22% Add +60.7% 38,122 $6.6M
SFE Investment Counsel 1.39% Reduce -8.2% 37,997 $6.6M
Syntegra Private Wealth Group, LLC 0.74% Add +5.0% 37,797 $6.5M
OMERS ADMINISTRATION Corp 0.06% Reduce -6.9% 37,621 $6.5M
Insigneo Advisory Services, LLC 0.67% Add +7.9% 37,463 $6.5M
Stablepoint Partners, LLC 1.18% Reduce -1.3% 37,128 $6.4M
Venture Visionary Partners LLC 0.27% Add +4.4% 37,077 $6.4M
ProVise Management Group, LLC 0.55% Reduce -8.1% 37,004 $6.4M
Private Wealth Partners, LLC 0.49% Add +3.3% 36,806 $6.3M
Coastal Bridge Advisors, LLC 1.60% Reduce -1.7% 36,799 $6.3M
Werlinich Asset Management, LLC 3.68% No change 36,812 $6.3M
Evelyn Partners Investment Management (Europe) Ltd 2.30% — 36,727 $6.3M
Dakota Wealth Management 0.15% Add +12.8% 36,714 $6.3M
First Interstate Bank 0.38% Reduce -1.9% 36,695 $6.3M
Pittenger & Anderson Inc. 0.23% Add +144.6% 36,615 $6.3M
Old Second National Bank of Aurora 1.43% Reduce -1.9% 36,598 $6.3M
Argonautica Private Wealth Management, Inc. 2.02% Reduce -0.5% 36,322 $6.3M
AIA Group Ltd 0.15% Reduce -8.4% 36,229 $6.2M
Florida Trust Wealth Management Co 0.20% Add +3.1% 36,065 $6.2M
Lantern Wealth Advisors, LLC 4.01% Add +0.1% 35,873 $6.2M
Bill Few Associates, Inc. 2.16% Reduce -2.0% 35,628 $6.1M
Rosenblum Silverman Sutton S F Inc. 1.54% Reduce -5.2% 35,563 $6.1M
Blue Zone Wealth Advisors, LLC 1.75% Reduce -1.6% 35,283 $6.1M
Vontobel Holding Ltd. 0.02% Add +27.4% 35,262 $6.1M
JRM Investment Counsel, LLC 2.26% Reduce -17.0% 35,221 $6.1M
SteelPeak Wealth, LLC 0.25% Add +2.3% 35,032 $6.0M
Schonfeld Strategic Advisors LLC 0.04% Add +534.2% 34,901 $6.0M
StoneX Group Inc. 0.33% Add +38.0% 34,895 $6.0M
Core Alternative Capital 1.26% Reduce -1.4% 34,860 $6.0M
Resources Management Corp. /CT/ 0.82% Reduce -2.5% 34,691 $6.0M
Cannell & Spears LLC 0.12% Reduce -3.1% 34,334 $5.9M
New Mexico Educational Retirement Board 0.20% Reduce -1.7% 34,300 $5.9M
Tritonpoint Wealth, LLC 0.53% Add +2.9% 34,258 $5.9M
First Manhattan Co. Llc. 0.02% Add +2.6% 34,130 $5.9M
OneDigital Investment Advisors LLC 0.07% Reduce -2.7% 34,056 $5.9M
Empowered Funds, LLC 0.09% Add +16.7% 34,022 $5.9M
Wilmington Savings Fund Society, FSB 0.11% Add +15.7% 34,012 $5.9M
Easterly Investment Partners LLC 0.46% Add +0.0% 33,947 $5.9M
Knights of Columbus Asset Advisors LLC 0.38% Reduce -5.2% 33,632 $5.8M
Integrated Wealth Concepts LLC 0.07% Add +8.7% 33,344 $5.7M
Modus Advisors, LLC 1.79% Add +0.2% 33,183 $5.7M
Ranch Capital Advisors Inc. 2.69% Reduce -1.8% 33,074 $5.7M
Merit Financial Group, LLC 0.10% Add +156.9% 33,052 $5.7M
Soltis Investment Advisors LLC 0.53% Add +649.6% 32,958 $5.7M
Waterloo Capital, L.P. 0.60% Reduce -5.0% 32,714 $5.6M
Norinchukin Bank, The 0.12% Add +9.8% 32,672 $5.6M
ING Groep NV 0.04% Reduce -10.1% 32,631 $5.6M
1ST Source Bank 0.32% Reduce -0.3% 32,617 $5.6M
Synovus Financial Corp. 0.07% Add +2.8% 32,506 $5.6M
Wellington Shields & Co., LLC 1.70% Reduce -0.9% 32,246 $5.6M
M&G PLC 0.04% Add +4.6% 32,104 $5.5M
Jaffetilchin Investment Partners, LLC 0.40% Add +1.5% 31,773 $5.5M
Next Level Private LLC 2.20% Reduce -3.2% 31,658 $5.5M
EFG Asset Management (North America) Corp. 0.74% Add +6.1% 31,576 $5.4M
Transform Wealth, LLC 0.30% Add +61.2% 31,527 $5.4M
Banque Pictet & Cie SA 0.05% Add +1629.2% 31,472 $5.4M
Crossmark Global Holdings, Inc. 0.10% Reduce -0.3% 31,416 $5.4M
Composition Wealth, LLC 0.11% Add +9.4% 31,414 $5.4M
Spire Wealth Management 0.17% Reduce -0.3% 30,914 $5.3M
Sterling Capital Management LLC 0.07% Add +8.9% 30,819 $5.3M
Shepherd Financial Partners LLC 0.63% Add +3.6% 30,770 $5.3M
Capital Planning Advisors, LLC 0.82% Add +6.2% 30,683 $5.3M
Ossiam 0.09% Add +75.1% 30,571 $5.3M
UNIVEST FINANCIAL Corp 0.33% Add +4.3% 30,535 $5.3M
Avitas Wealth Management LLC 0.72% Add +0.8% 30,271 $5.2M
Horizon Kinetics Asset Management LLC 0.07% Reduce -8.8% 30,200 $5.2M
Park Avenue Securities LLC 0.05% Add +115.3% 30,115 $5.2M
Performance Wealth Partners, LLC 0.17% Add +238.8% 29,875 $5.2M
Orion Porfolio Solutions, LLC 0.05% Add +4.4% 29,715 $5.1M
Orion Portfolio Solutions, LLC 0.05% Add +4.4% 29,715 $5.1M
Bard Financial Services, Inc. 0.61% Reduce -0.8% 29,625 $5.1M
Ashton Thomas Private Wealth, LLC 0.20% Add +40.9% 29,609 $5.1M
International Assets Investment Management, LLC 0.43% Add +6.7% 29,282 $5.1M
Arkadios Wealth Advisors 0.28% Reduce -5.6% 29,507 $5.1M
Metis Global Partners, LLC 0.15% Add +5.1% 29,450 $5.1M
Parallel Advisors, LLC 0.11% Add +0.6% 29,269 $5.0M
Robeco Institutional Asset Management B.V. 0.01% Add +67.6% 29,224 $5.0M
White Knight Strategic Wealth Advisors, LLC 2.10% Add +93.9% 29,060 $5.0M
Beach Investment Counsel Inc. 0.67% Reduce -24.7% 28,966 $5.0M
Kaizen Financial Strategies 2.82% Reduce -7.7% 28,777 $5.0M
Cornerstone Wealth Group, LLC 0.41% Add +0.1% 28,737 $5.0M
Chicago Capital, LLC 0.13% Add +2.4% 28,641 $4.9M
RKL Wealth Management LLC 0.44% Reduce -0.2% 28,536 $4.9M
Glenmede Trust Co. NA 0.03% Reduce -0.1% 28,488 $4.9M
Sculati Wealth Management, LLC 1.93% Reduce -1.3% 28,237 $4.9M
Coastline Trust Co 0.57% Reduce -0.2% 28,210 $4.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Reduce -22.6% 28,090 $4.8M
Tidal Investments LLC 0.04% Add +66.7% 27,996 $4.8M
Cyndeo Wealth Partners, LLC 0.32% Add +0.2% 27,832 $4.8M
Wealthcare Advisory Partners LLC 0.13% Add +3.6% 27,774 $4.8M
Evergreen Capital Management LLC 0.16% Reduce -3.4% 27,768 $4.8M
Waverly Advisors, LLC 0.07% Add +23.1% 27,708 $4.8M
Cohen Investment Advisors LLC 2.88% Add +0.1% 27,683 $4.8M
Essex Financial Services, Inc. 0.34% Add +2.2% 27,553 $4.8M
Atlanta Consulting Group Advisors, LLC 1.74% Reduce -2.6% 27,311 $4.7M
Regions Financial Corp. 0.03% Add +0.9% 27,158 $4.7M
Holderness Investments Co. 1.03% Add +1.4% 27,130 $4.7M
Resolute Wealth Strategies, LLC 2.40% Add +0.1% 27,096 $4.7M
Glenview Trust Co 0.09% Add +4.6% 27,065 $4.7M
Abbot Financial Management, Inc. 2.29% Add +0.7% 26,644 $4.6M
PFG Investments, LLC 0.28% Reduce -0.4% 26,408 $4.6M
Mgo One Seven LLC 0.17% Add +12.8% 26,381 $4.5M
B. Metzler seel. Sohn & Co. AG 0.05% Reduce -1.2% 26,339 $4.5M
Lombard Odier Asset Management (Switzerland) SA 0.34% Add +12.6% 26,248 $4.5M
D L Carlson Investment Group Inc. 0.80% Reduce -1.4% 26,166 $4.5M
Concurrent Investment Advisors, LLC 0.12% Reduce -23.4% 26,108 $4.5M
Oxford Financial Group, LTD. LLC 0.29% Reduce -0.1% 26,037 $4.5M
1776 Wealth LLC 2.06% Add +10.6% 25,981 $4.5M
Compass Ion Advisors, LLC 0.53% Add +0.5% 25,900 $4.5M
Edge Capital Group, LLC 0.20% Reduce -3.5% 25,722 $4.4M
Brown, Lisle/Cummings, Inc. 1.32% Reduce -2.3% 25,686 $4.4M
HB Wealth Management, LLC 0.05% Reduce -1.1% 25,646 $4.4M
Berkshire Asset Management LLC 0.21% Reduce -0.4% 23,672 $4.4M
Retirement Planning Co of New England, Inc. 2.14% Reduce -0.9% 25,612 $4.4M
City of London Investment Management Co. Ltd. 0.43% Reduce -29.7% 25,349 $4.4M
Community Trust & Investment Co. 0.27% Add +1.9% 25,340 $4.4M
Thomas Story & Son LLC 1.83% Reduce -0.5% 25,291 $4.4M
U.S. Capital Wealth Advisors, LLC 0.14% Reduce -7.1% 25,153 $4.3M
Kentucky Farm Bureau Mutual Insurance Co 0.97% No change 25,000 $4.3M
Huntington National Bank 0.04% Add +1.6% 24,845 $4.3M
Daiichi Life Insurance Co., Ltd. 0.12% No change 24,807 $4.3M
Wealthspire Advisors, LLC 0.04% Reduce -4.9% 24,744 $4.3M
Oxbow Advisors, LLC 0.52% Add +0.8% 24,736 $4.3M
Fiduciary Trust Co 0.06% Add +4.8% 24,725 $4.3M
Bleakley Financial Group, LLC 0.13% Add +4.3% 24,722 $4.3M
Stock Yards Bank & Trust Co. 0.15% Reduce -4.8% 24,621 $4.2M
Tredje AP-fonden 0.04% New 24,584 $4.2M
Mediolanum International Funds Ltd 0.06% New 24,696 $4.2M
Van Eck Associates Corp. 0.01% Add +22.2% 24,563 $4.2M
Dudley Capital Management, LLC 2.16% Reduce -2.3% 24,425 $4.2M
Wambolt & Associates, LLC 1.35% Reduce -19.2% 24,412 $4.2M
Rathbones Group PLC 0.02% Add +0.9% 24,343 $4.2M
Wealth Effects LLC 1.49% Reduce -2.5% 24,343 $4.2M
Great Valley Advisor Group, Inc. 0.09% Reduce -0.6% 24,308 $4.2M
Brown Brothers Harriman & Co. 0.03% Add +0.3% 24,158 $4.2M
Generali Asset Management SPA SGR 0.11% — 24,056 $4.1M
NorthCrest Asset Manangement, LLC 0.12% Add +3.9% 23,986 $4.1M
Point Windward Advisors Inc. 1.55% Reduce -4.3% 23,985 $4.1M
Steamboat Capital Partners, LLC 1.28% Reduce -2.0% 23,980 $4.1M
Alps Advisors Inc. 0.03% Reduce -4.2% 23,535 $4.1M
Kampmann Melissa S. 3.19% Reduce -8.8% 23,525 $4.1M
EP Wealth Advisors, LLC 0.03% Reduce -14.5% 23,464 $4.0M
Fearless Solutions, LLC dba Best Invest 3.08% — 23,414 $4.0M
Accuvest Global Advisors 5.63% Reduce -8.0% 23,109 $4.0M
Torray Investment Partners LLC 0.58% Reduce -0.0% 23,321 $4.0M
Wedbush Securities Inc. 0.14% Reduce -19.1% 23,138 $4.0M
Flagship Harbor Advisors, LLC 0.21% Reduce -9.9% 23,066 $4.0M
Sierra Capital LLC 0.47% Reduce -31.8% 23,015 $4.0M
Northwestern Mutual Investment Management Company, LLC 0.09% Add +0.5% 22,925 $4.0M
Pine Valley Investments Ltd Liability Co 0.26% Reduce -0.1% 22,886 $3.9M
Rehmann Capital Advisory Group 0.25% Add +5.7% 22,802 $3.9M
Somerset Group LLC 3.59% Reduce -1.9% 22,758 $3.9M
J.W. Cole Advisors, Inc. 0.16% Reduce -4.6% 22,710 $3.9M
Capital Group Investment Management Pte. LTD. 0.74% Reduce -0.3% 22,686 $3.9M
Boston Financial Mangement LLC 0.12% Reduce -0.0% 22,674 $3.9M
Summit Place Financial Advisors, LLC 2.22% Reduce -8.2% 22,636 $3.9M
WealthPlan Investment Management, LLC 0.39% Reduce -13.7% 22,623 $3.9M
Register Financial Advisors LLC 1.94% Reduce -1.5% 22,464 $3.9M
Millennium Management 0.00% Add +557.7% 22,389 $3.9M
Hamilton Capital Partners Inc. 0.29% Add +22.5% 22,385 $3.9M
Highland Capital Management, LLC 0.22% Add +214.2% 22,303 $3.8M
Diligent Investors, LLC 0.88% Reduce -3.9% 22,118 $3.8M
Worldquant Millennium Advisors LLC 0.02% New 22,089 $3.8M
CW Advisors, LLC 0.05% Add +59.8% 22,086 $3.8M
Cannon Advisors, Inc. 3.22% Reduce -4.5% 22,005 $3.8M
Tokio Marine Asset Management Co. Ltd. 0.13% Add +5.0% 21,797 $3.8M
Bokf, NA 0.06% Reduce -0.5% 22,375 $3.7M
Allstate Corp. 0.11% New 21,364 $3.7M
Diversify Wealth Management, LLC 0.29% Add +69.9% 22,345 $3.7M
Hennion & Walsh Asset Management, Inc. 0.17% Reduce -1.2% 21,351 $3.7M
Sterling Investment Advisors, Ltd. 0.89% Reduce -6.3% 21,302 $3.7M
Johnson Investment Counsel Inc. 0.04% Add +0.7% 21,076 $3.6M
Summit Trail Advisors, LLC 0.13% Add +46.8% 21,053 $3.6M
Centaurus Financial, Inc. 0.22% Reduce -1.2% 21,047 $3.6M
Means Investment Co., Inc. 0.37% Reduce -1.0% 20,832 $3.6M
Capital Management Associates 4.21% Reduce -12.3% 20,713 $3.6M
Gotham Asset Management 0.03% Add +6.1% 20,641 $3.6M
Trust Co. of Toledo NA 0.47% Add +7.5% 20,616 $3.6M
Citizens Financial Group Inc. 0.07% Add +19.3% 20,560 $3.5M
FAS Wealth Partners, Inc. 0.30% Reduce -5.7% 20,405 $3.5M
Rational Advisors, Inc. 0.36% Reduce -7.3% 20,400 $3.5M
Quantbot Technologies LP 0.13% Add +658.9% 20,383 $3.5M
BW Gestao de Investimentos Ltda. 0.16% Reduce -75.4% 20,166 $3.5M
EULAV Asset Management 0.08% No change 20,000 $3.4M
Hudock, Inc. 0.60% Reduce -0.8% 19,840 $3.4M
St. Clair Advisors, LLC 0.98% No change 19,839 $3.4M
Runnymede Capital Advisors, Inc. 2.98% — 19,773 $3.4M
Blue Capital, Inc. 2.40% — 19,728 $3.4M
Kingsview Wealth Management, LLC 0.07% Reduce -0.3% 19,722 $3.4M
Mesirow Financial Investment Management, Inc. 0.07% Reduce -3.3% 19,717 $3.4M
Alaethes Wealth, LLC 1.21% Reduce -0.3% 19,561 $3.4M
Red Door Wealth Management, LLC 0.52% Add +1.5% 19,518 $3.4M
Magnus Financial Group LLC 0.32% Add +4.2% 19,192 $3.3M
Ballentine Partners, LLC 0.06% Add +63.4% 19,149 $3.3M
Townsquare Capital LLC 0.04% Add +4.0% 19,097 $3.3M
Joel Isaacson & Co., LLC 0.15% Add +14.7% 19,084 $3.3M
Platform Technology Partners 0.99% Reduce -0.1% 18,967 $3.3M
Proactive Wealth Strategies LLC 1.70% Add +0.8% 18,902 $3.3M
Great Lakes Retirement, Inc. 0.42% Add +2.8% 18,815 $3.2M
Assenagon Asset Management S.A. 0.01% Add +6.9% 18,769 $3.2M
Tealwood Asset Management Inc. 1.34% Reduce -0.0% 18,666 $3.2M
Ofi Invest Asset Management 0.08% — 19,318 $3.2M
Intellectus Partners, LLC 0.71% Add +6.9% 18,619 $3.2M
Ballast Advisors LLC 0.99% Reduce -4.0% 18,580 $3.2M
South Dakota Investment Council 0.06% No change 18,480 $3.2M
Savant Capital, LLC 0.03% Reduce -10.0% 18,448 $3.2M
Stonegate Investment Group, LLC 0.08% Reduce -7.5% 18,367 $3.2M
Field & Main Bank 1.11% Reduce -1.2% 18,360 $3.2M
Benjamin Edwards Inc. 0.05% Add +4.8% 18,298 $3.2M
King Wealth Management Group 0.46% Add +0.0% 18,296 $3.2M
Bay Rivers Group 1.53% Reduce -0.4% 18,297 $3.2M
RMR Wealth Builders 0.33% Add +84.6% 18,271 $3.2M
Daymark Wealth Partners, LLC 0.13% Reduce -3.7% 18,226 $3.1M
Principle Wealth Partners LLC 0.22% Add +0.6% 18,157 $3.1M
Ellerson Group Inc. 2.28% Reduce -0.9% 18,143 $3.1M
Capital City Trust Co. 0.78% Reduce -4.8% 18,141 $3.1M
Sandler Capital Management 0.51% Reduce -33.7% 18,138 $3.1M
StrongBox Wealth, LLC 1.32% Add +2.8% 18,078 $3.1M
Valley National Advisers Inc. 0.56% Reduce -0.1% 18,038 $3.1M
Principal Securities, Inc. 0.07% Add +6.9% 18,036 $3.1M
CreativeOne Wealth, LLC 0.09% Add +59.6% 17,965 $3.1M
Meeder Advisory Services, Inc. 0.19% Add +8.9% 17,954 $3.1M
Marion Wealth Management 0.82% Reduce -1.5% 17,933 $3.1M
Krilogy Financial LLC 0.21% Add +0.4% 17,928 $3.1M
Caprock Group, LLC 0.10% Add +166.1% 17,918 $3.1M
GPS Wealth Strategies Group, LLC 0.40% Add +0.7% 17,884 $3.1M
Canton Hathaway, LLC 0.77% No change 17,852 $3.1M
JBR Co Financial Management Inc 1.88% Reduce -1.8% 17,846 $3.1M
BankPlus Trust Department 1.00% — 17,700 $3.1M
Blue Square Asset Management, LLC 1.52% Add +2.5% 17,670 $3.0M
WealthPLAN Partners, LLC 0.43% Reduce -13.5% 17,654 $3.0M
Harvest Fund Management Co., Ltd 0.14% Add +13.7% 17,663 $3.0M
Terra Nova Asset Management LLC 2.32% Add +0.7% 17,633 $3.0M
Royal Capital Wealth Management, LLC 2.13% Reduce -2.1% 17,621 $3.0M
Orca Wealth Management, LLC 2.68% — 17,280 $3.0M
Entropy Technologies, LP 0.31% New 17,238 $3.0M
Blue Fin Capital, Inc. 0.55% Add +0.2% 17,160 $3.0M
Sigma Planning Corp 0.09% Reduce -3.1% 17,155 $3.0M
Ameritas Advisory Services, LLC 0.10% Add +26.2% 17,141 $3.0M
Schechter Investment Advisors, LLC 0.23% Reduce -3.0% 17,019 $2.9M
Madison Park Capital Advisors, LLC 2.33% Add +0.8% 16,955 $2.9M
Baldwin Investment Management, LLC 0.38% Reduce -0.0% 16,921 $2.9M
Vinva Investment Management Ltd 0.11% Reduce -43.1% 16,947 $2.9M
Compound Planning, Inc. 0.15% Add +2.5% 16,901 $2.9M
Choate Investment Advisors 0.07% Add +22.1% 16,842 $2.9M
First National Bank Sioux Falls 1.23% No change 16,693 $2.9M
United Services Automobile Association 0.09% No change 16,605 $2.9M
Cary Street Partners Financial LLC 0.09% — 16,601 $2.9M
Modera Wealth Management, LLC 0.03% Add +3.3% 16,545 $2.9M
Aviance Capital Partners, LLC 0.39% Reduce -1.7% 16,500 $2.8M
Institute for Wealth Management, LLC. 0.36% No change 16,473 $2.8M
Conway Capital Management, Inc. 1.25% Add +12.5% 16,388 $2.8M
Meketa Investment Group Inc. 6.28% — 16,253 $2.8M
Zevenbergen Capital Investments LLC 0.06% Add +14.7% 16,190 $2.8M
Avidian Wealth Enterprises, LLC 0.13% Add +0.4% 16,184 $2.8M
HighPoint Advisor Group LLC 0.15% Add +5.3% 16,922 $2.8M
MWA Asset Management 1.84% Reduce -0.4% 16,088 $2.8M
Mutual Advisors, LLC 0.08% Reduce -1.6% 15,690 $2.8M
Nomura Holdings Inc. 0.01% Add +0.6% 16,070 $2.8M
United Capital Financial Advisors, LLC 0.02% Reduce -37.4% 16,020 $2.8M
Linden Thomas Advisory Services, LLC 0.35% Add +4.6% 15,965 $2.8M
TrinityPoint Wealth, LLC 0.39% Add +0.4% 15,896 $2.7M
Pekin Hardy Strauss, Inc. 0.35% Reduce -6.3% 15,874 $2.7M
Bridgewater Advisors Inc. 0.28% Reduce -0.1% 16,127 $2.7M
Independent Solutions Wealth Management, LLC 0.60% Add +8.8% 15,779 $2.7M
Acorn Wealth Advisors, LLC 1.11% Reduce -1.9% 15,619 $2.7M
Penbrook Management LLC 1.83% No change 15,600 $2.7M
Rossmore Private Capital 0.33% No change 15,539 $2.7M
IFC Advisors LLC 0.58% — 15,536 $2.7M
Summit Financial, LLC 0.09% Add +34.1% 15,522 $2.7M
Belpointe Asset Management LLC 0.16% Add +24.6% 18,779 $2.7M
River Street Advisors LLC 1.36% Add +3.9% 15,462 $2.7M
Frank, Rimerman Advisors LLC 0.19% Add +8.2% 15,344 $2.6M
GoalVest Advisory LLC 0.73% Add +0.1% 15,342 $2.6M
Signaturefd, LLC 0.05% Add +1.6% 15,283 $2.6M
Taylor Financial Group, Inc. 1.82% No change 15,266 $2.6M
Northcape Wealth Management, LLC 0.85% Reduce -7.5% 15,153 $2.6M
Sit Investment Associates Inc. 0.06% No change 15,100 $2.6M
XML Financial, LLC 0.24% Reduce -1.4% 15,101 $2.6M
Redmond Asset Management, LLC 0.65% Add +6.7% 15,006 $2.6M
Waters Parkerson & Co., LLC 0.14% No change 14,882 $2.6M
Dearborn Partners LLC 0.11% Reduce -5.1% 14,868 $2.6M
Moneta Group Investment Advisors LLC 0.04% Add +49.8% 14,843 $2.6M
New Vernon Investment Management LLC 3.37% Reduce -16.7% 11,000 $2.6M
Insight Advisors, LLC/ PA 0.44% Reduce -2.3% 14,807 $2.5M
Grandview Asset Management LLC 0.93% Reduce -26.1% 14,748 $2.5M
Keybank National Association 0.01% Add +4.4% 14,744 $2.5M
Morse Asset Management, Inc 0.59% Add +31.1% 14,731 $2.5M
Harvest Investment Advisors, LLC 1.75% Reduce -1.6% 14,717 $2.5M
Covenant Asset Management, LLC 0.56% Reduce -5.8% 14,641 $2.5M
Edgestream Partners, L.P. 0.11% New 14,640 $2.5M
Balyasny Asset Management L.P. 0.01% Reduce -46.6% 14,554 $2.5M
Hills Bank & Trust Co 0.19% Reduce -2.1% 14,533 $2.5M
Chickasaw Capital Management LLC 0.10% Reduce -0.2% 14,451 $2.5M
Wolverine Trading, LLC 0.06% Add +203.7% 14,452 $2.5M
Western Wealth Management, LLC 0.13% Reduce -1.3% 14,378 $2.5M
Harbor Capital Advisors, Inc. 0.11% Add +2.5% 14,278 $2.5M
Koa Wealth Management, LLC 2.01% Reduce -11.4% 14,279 $2.5M
Aragon Global Management, LP 0.91% New 14,250 $2.5M
Thoroughbred Financial Services, LLC 0.15% Reduce -1.5% 14,210 $2.5M
Pinnacle West Asset Management, Inc. 1.75% Reduce -5.7% 14,205 $2.4M
King Luther Capital Management Corp. 0.01% Add +39.4% 14,103 $2.4M
Envestnet Portfolio Solutions, Inc. 0.01% Add +21.2% 14,029 $2.4M
Bank Ozk 1.00% Add +10.4% 14,009 $2.4M
Opinicus Capital, Inc. 2.03% Reduce -5.0% 13,974 $2.4M
Intrepid Financial Planning Group LLC 1.01% Reduce -15.4% 13,928 $2.4M
Ausdal Financial Partners, Inc. 0.21% Add +118.2% 13,924 $2.4M
Accel Wealth Management 0.90% Reduce -0.1% 13,823 $2.4M
Caz Investments LP 3.41% No change 13,800 $2.4M
Beacon Investment Advisory Services, Inc. 0.10% Add +7.3% 13,768 $2.4M
Patrick M Sweeney & Associates, Inc. 1.77% Reduce -0.2% 13,740 $2.4M
Rwa Wealth Partners, LLC 0.03% Add +10.6% 13,701 $2.4M
Harbor Advisors LLC 0.37% Add +77.9% 13,700 $2.4M
Stiles Financial Services Inc 0.85% Reduce -6.5% 13,681 $2.4M
Kensington Investment Counsel, LLC 0.98% Add +80.4% 13,639 $2.4M
Norway Savings Bank 1.30% Add +3.9% 13,600 $2.3M
Qsemble Capital Management, LP 0.31% New 13,586 $2.3M
Nations Financial Group Inc, /Ia/ 0.17% Reduce -11.5% 13,578 $2.3M
Farther Finance Advisors, LLC 0.08% Reduce -2.9% 13,568 $2.3M
RiverPark Advisors, LLC 1.86% Reduce -9.4% 13,524 $2.3M
Valeo Financial Advisors, LLC 0.06% Reduce -4.0% 13,459 $2.3M
Sunbelt Securities, Inc. 0.20% Add +95.2% 13,485 $2.3M
Vestcor Inc 0.08% Reduce -7.0% 13,244 $2.3M
Osprey Private Wealth LLC 1.59% Add +2.6% 13,175 $2.3M
Accretive Wealth Partners, LLC 0.96% Reduce -2.2% 13,144 $2.3M
CGN Advisors LLC 0.22% Reduce -26.9% 13,106 $2.3M
Spirit of America Management Corp. 0.46% Add +11.5% 13,100 $2.3M
Klingman & Associates, LLC 0.14% Reduce -0.3% 13,097 $2.3M
Mitchell & Pahl Private Wealth, LLC 1.05% Reduce -5.8% 13,071 $2.3M
Dimension Capital Management LLC 0.37% No change 13,064 $2.3M
Fieldview Capital Management, LLC 0.35% — 13,055 $2.3M
L.M. Kohn & Company 0.58% Reduce -2.0% 13,020 $2.2M
Hilltop National Bank 0.67% Add +3.8% 12,998 $2.2M
Welch & Forbes LLC 0.03% Add +6.4% 12,982 $2.2M
Augustine Asset Management Inc. 0.59% Add +134.0% 12,954 $2.2M
Brandywine Oak Private Wealth LLC 0.22% Add +0.0% 12,920 $2.2M
Lodestone Wealth Management LLC 1.11% Add +0.2% 12,889 $2.2M
Edmond DE Rothschild Holding S.A. 0.04% Reduce -3.0% 12,845 $2.2M
Citizens & Northern Corp. 0.60% Add +2.7% 12,807 $2.2M
LBP Am SA 0.03% New 12,708 $2.2M
AdvisorNet Financial, Inc 0.18% Add +57.8% 12,694 $2.2M
Aljian Capital Management, LLC 0.48% Reduce -0.4% 12,693 $2.2M
Smith, Moore & Co. 0.20% Reduce -4.2% 12,635 $2.2M
Modern Wealth Management, LLC 0.08% Add +0.9% 12,631 $2.2M
Prosperity Consulting Group, LLC 0.16% Add +10.4% 12,576 $2.2M
Bryn Mawr Trust Advisors, LLC 0.12% No change 12,566 $2.2M
Hollencrest Capital Management 0.09% Add +4.8% 12,563 $2.2M
Procyon Advisors, LLC 0.14% Reduce -1.1% 12,511 $2.2M
First United Bank & Trust 0.78% Reduce -1.4% 12,502 $2.2M
Cumberland Partners Ltd 0.15% Add +25.0% 12,500 $2.2M
Horizon Investments, LLC 0.06% Add +1.9% 12,587 $2.2M
Canada Post Corp Registered Pension Plan 0.13% — 12,470 $2.2M
PKS Advisory Services, LLC 0.54% — 12,467 $2.1M
Orange Investment Advisors, Inc. 0.24% No change 12,426 $2.1M
Brave Asset Management Inc. 0.68% No change 12,419 $2.1M
Strategic Wealth Partners, Ltd. 0.18% Add +9.0% 13,247 $2.1M
Matrix Private Capital Group LLC 1.21% Reduce -3.8% 12,293 $2.1M
Xcel Wealth Management, LLC 0.59% No change 12,293 $2.1M
Sowell Financial Services LLC 0.11% Add +0.2% 12,277 $2.1M
Wealthcare Capital Partners, LLC 1.09% — 12,192 $2.1M
Crescent Grove Advisors, LLC 0.21% No change 12,189 $2.1M
Capital Investment Advisors, LLC 0.04% Add +1.6% 12,136 $2.1M
Diversify Advisory Services, LLC 0.12% Reduce -40.0% 12,678 $2.1M
Sandbox Financial Partners, LLC 0.70% Reduce -0.1% 12,092 $2.1M
Hilltop Holdings Inc. 0.13% Reduce -13.1% 12,074 $2.1M
Kingswood Wealth Advisors, LLC 0.16% Reduce -19.1% 12,019 $2.1M
Missouri Trust & Investment Co 0.72% Add +3.8% 11,920 $2.1M
Douglass Winthrop Advisors, LLC 0.04% Reduce -1.3% 11,871 $2.0M
Angeles Wealth Management, LLC 0.17% Add +1.2% 11,743 $2.0M
Verity & Verity, LLC 0.18% New 11,711 $2.0M
TCTC Holdings, LLC 0.07% Reduce -2.5% 11,698 $2.0M
Clarius Group, LLC 0.14% Add +0.2% 11,695 $2.0M
Castle Rock Wealth Management, LLC 0.48% Add +2.4% 12,178 $2.0M
McElhenny Sheffield Capital Management, LLC 0.67% Add +36.5% 11,631 $2.0M
Carolinas Wealth Consulting LLC 0.39% Reduce -5.9% 11,631 $2.0M
UMB Bank, n.a. 0.03% Add +3.3% 11,629 $2.0M
Westside Investment Management, Inc. 0.42% Reduce -0.3% 11,615 $2.0M
Marcum Wealth, LLC 0.17% Add +0.0% 11,607 $2.0M
HUB Investment Partners, LLC 0.08% Reduce -0.9% 11,601 $2.0M
Avity Investment Management Inc. 0.16% No change 11,585 $2.0M
Coldstream Capital Management Inc. 0.04% Add +4.0% 11,576 $2.0M
Moseley Investment Management Inc. 0.78% Reduce -0.1% 11,552 $2.0M
Altus Wealth Group LLC 0.88% Add +0.4% 11,481 $2.0M
Nicolet Advisory Services, LLC 0.18% Add +4.6% 11,997 $2.0M
Meiji Yasuda Asset Management Co Ltd. 0.07% Add +0.6% 11,426 $2.0M
WoodTrust Financial Corp 0.28% Add +0.9% 11,359 $2.0M
Good Life Advisors, LLC 0.14% Reduce -2.5% 11,343 $2.0M
Vise Technologies, Inc. 0.16% Add +232.7% 11,322 $2.0M
Lindbrook Capital, LLC 0.18% Add +97.1% 11,320 $2.0M
Ellevest, Inc. 0.11% Add +101.6% 11,263 $1.9M
Fulton Bank, N.A. 0.07% Add +0.9% 11,202 $1.9M
Private Trust Co. NA 0.20% Reduce -4.8% 11,173 $1.9M
Parcion Private Wealth LLC 0.15% No change 11,101 $1.9M
Laird Norton Wetherby Wealth Management, LLC 0.09% Reduce -21.6% 11,096 $1.9M
Fortem Financial Group, LLC 0.74% Add +2.5% 11,049 $1.9M
CTC LLC 0.19% Reduce -70.6% 11,037 $1.9M
CENTRAL TRUST Co 0.05% Add +0.6% 11,035 $1.9M
Country Club Bank 0.13% Add +5.4% 11,055 $1.9M
Ar Asset Management Inc. 0.43% No change 11,000 $1.9M
Confluence Investment Management LLC 0.03% No change 11,000 $1.9M
Fortis Capital Advisors, LLC 0.65% Add +31.9% 13,275 $1.9M
United Bank 0.79% Add +14.5% 10,910 $1.9M
Investors Asset Management of Georgia Inc. /Ga/ 0.92% Reduce -4.1% 10,908 $1.9M
Sfmg, LLC 0.15% Reduce -4.4% 10,901 $1.9M
Hall Capital Management Co. Inc. 0.87% — 10,849 $1.9M
Waterfront Wealth Inc. 0.45% Reduce -2.7% 10,800 $1.9M
Seelaus Asset Management LLC 1.72% No change 10,754 $1.9M
Kerusso Capital Management LLC 1.18% Reduce -50.0% 10,748 $1.9M
Franklin Street Advisors Inc. 0.12% Add +86.4% 10,727 $1.9M
Legacy Advisors, LLC 0.18% Add +3.1% 10,702 $1.8M
Prudential PLC 0.01% No change 10,686 $1.8M
Mufg Securities Americas Inc. 0.24% — 10,658 $1.8M
Gateway Investment Advisers LLC 0.02% Reduce -29.3% 10,602 $1.8M
Callan Family Office, LLC 0.11% Add +354.1% 10,359 $1.8M
Carson Advisory Inc. 1.24% Reduce -5.5% 10,340 $1.8M
Eastern Bank 0.03% Reduce -0.4% 10,332 $1.8M
Walter & Keenan Wealth Management LLC /in/ 0.54% Reduce -8.7% 10,326 $1.8M
E&G Advisors, LLC 0.48% Reduce -0.9% 10,384 $1.8M
SeaCrest Wealth Management, LLC 0.19% Reduce -8.3% 10,324 $1.8M
Godshalk Welsh Capital Management, Inc. 1.15% Reduce -0.7% 10,305 $1.8M
NorthRock Partners, LLC 0.06% Reduce -3.6% 10,283 $1.8M
TCW Group Inc. 0.01% Reduce -80.2% 10,133 $1.7M
Comprehensive Money Management Services LLC 1.44% — 10,130 $1.7M
Profund Advisors LLC 0.06% Reduce -9.5% 10,124 $1.7M
Cullinan Associates Inc. 0.11% Reduce -61.8% 10,100 $1.7M
Curated Wealth Partners LLC 0.20% Add +0.2% 10,065 $1.7M
RDA Financial Network 0.50% Reduce -8.2% 10,024 $1.7M
Donald L. Hagan, LLC 0.90% No change 10,000 $1.7M
Ayrshire Capital Management LLC 0.84% Add +0.7% 9,942 $1.7M
Sandy Cove Advisors, LLC 0.67% Add +0.8% 9,866 $1.7M
FRG Family Wealth Advisors LLC 0.31% Add +0.0% 9,810 $1.7M
Virginia Wealth Management Group, Inc. 1.05% Add +0.1% 9,793 $1.7M
Ritholtz Wealth Management 0.05% Reduce -4.5% 9,775 $1.7M
Kirtland Hills Capital Management, LLC 1.08% Add +9.3% 9,765 $1.7M
Maven Securities LTD 0.27% New 9,757 $1.7M
IHT Wealth Management, LLC 0.05% Reduce -31.8% 9,662 $1.7M
Carnegie Lake Advisors LLC 0.67% No change 9,655 $1.7M
LBMC Investment Advisors, LLC 0.13% Add +0.0% 9,657 $1.7M
Freestone Capital Holdings, LLC 0.06% Add +10.8% 9,627 $1.7M
Sagespring Wealth Partners, LLC 0.04% — 9,622 $1.7M
Bayesian Capital Management, LP 0.20% New 9,596 $1.7M
Arete Wealth Advisors, LLC 0.12% Add +5.4% 9,603 $1.7M
Dale Q Rice Investment Management Ltd 0.73% — 9,574 $1.7M
Zhang Financial LLC 0.09% Add +1.8% 9,567 $1.6M
Diversified Trust Co. 0.04% Add +8.3% 9,534 $1.6M
Cravens & Co Advisors, LLC 1.25% Reduce -0.7% 9,490 $1.6M
Cantor Fitzgerald Investment Advisors L.P. 0.11% Reduce -0.0% 9,489 $1.6M
LMG Wealth Partners, LLC 0.36% Add +1.0% 9,488 $1.6M
Howard Financial Services, LTD. 0.22% Add +582.7% 9,469 $1.6M
Larson Financial Group LLC 0.08% Add +83.3% 9,445 $1.6M
Kathmere Capital Management, LLC 0.15% Add +4.8% 9,430 $1.6M
Brookstone Capital Management 0.02% Add +57.2% 9,422 $1.6M
TBH Global Asset Management, LLC 0.38% Reduce -13.9% 9,414 $1.6M
Riverpark Capital Management LLC 2.82% Reduce -7.3% 9,354 $1.6M
Mayflower Financial Advisors, LLC 0.24% Reduce -0.1% 9,344 $1.6M
Mather Group, Llc. 0.02% Add +1.5% 9,319 $1.6M
Aspen Grove Capital, LLC 0.34% Add +0.0% 9,287 $1.6M
First Pacific Financial 0.37% Reduce -1.7% 9,271 $1.6M
Samjo Management, LLC 0.60% Reduce -0.5% 9,260 $1.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.24% Add +0.1% 9,238 $1.6M
Cornerstone National Bank & Trust Co 0.73% Add +0.4% 9,227 $1.6M
Heritage Investors Management Corp. 0.05% Reduce -3.3% 9,209 $1.6M
Anb Bank 0.70% — 9,195 $1.6M
Level Four Advisory Services, LLC 0.06% Reduce -0.0% 9,189 $1.6M
Renaissance Investment Group LLC 0.33% Reduce -11.3% 9,122 $1.6M
Davis Investment Partners, LLC 0.66% No change 9,540 $1.6M
Meitav Investment House Ltd. 0.03% Reduce -9.4% 9,091 $1.6M
HBK Sorce Advisory LLC 0.05% Add +2.5% 9,063 $1.6M
Promethium Advisors,llc 1.07% Add +1.7% 9,063 $1.6M
Jacobi Capital Management LLC 0.12% Reduce -0.9% 9,050 $1.6M
RW Investment Management LLC 0.19% No change 9,000 $1.6M
GAMMA Investing LLC 0.13% Add +10.5% 8,992 $1.6M
Tradition Wealth Management, LLC 0.14% Reduce -2.3% 8,966 $1.5M
Landscape Capital Management, L.L.C. 0.16% Reduce -32.1% 8,901 $1.5M
17 Capital Partners, LLC 0.96% No change 8,831 $1.5M
Aster Capital Management (DIFC) Ltd 0.58% Add +556.2% 8,819 $1.5M
Pictet North America Advisors SA 0.14% No change 8,800 $1.5M
Stamos Capital Partners, L.P. 0.36% Add +10.4% 8,780 $1.5M
Pennsylvania Capital Management Inc. 0.52% Add +0.2% 8,729 $1.5M
Baxter Bros Inc. 0.20% Add +1.4% 8,718 $1.5M
Gratus Wealth Advisors, LLC 0.24% Reduce -0.4% 8,702 $1.5M
Smith Salley Wealth Management 0.10% New 8,658 $1.5M
HRT Financial LP 0.01% Reduce -85.7% 8,628 $1.5M
Ascent Group, LLC 0.11% Add +0.9% 8,522 $1.5M
Apexium Financial, LP 0.09% Add +0.0% 8,508 $1.5M
Heirloom Wealth Management 0.44% Add +18.7% 8,505 $1.5M
Arax Advisory Partners 0.09% Add +13.3% 8,504 $1.5M
Bailard, Inc. 0.04% Reduce -1.2% 8,500 $1.5M
First National Trust Co 0.05% No change 8,485 $1.5M
Chapin Davis, Inc. 0.48% No change 9,544 $1.5M
Aptus Capital Advisors, LLC 0.02% Add +0.9% 8,466 $1.5M
Apella Capital, LLC 0.06% Add +0.1% 8,390 $1.4M
Investor's Fiduciary Advisor Network, LLC 0.55% — 8,387 $1.4M
Haverford Trust Co 0.01% No change 8,351 $1.4M
Qtron Investments LLC 0.20% Reduce -8.6% 8,319 $1.4M
Harbour Investments, Inc. 0.04% Add +15.2% 8,309 $1.4M
Trust Asset Management LLC 0.11% No change 8,305 $1.4M
Legacy Capital Group California, Inc. 0.43% Reduce -1.6% 8,257 $1.4M
Achmea Investment Management B.V. 0.02% No change 8,254 $1.4M
Investment Partners Asset Management, Inc. 1.11% Reduce -5.5% 8,237 $1.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +6.5% 8,228 $1.4M
Tectonic Advisors LLC 0.09% Add +0.5% 8,224 $1.4M
Verdence Capital Advisors LLC 0.11% Reduce -2.4% 8,205 $1.4M
Forum Financial Management, LP 0.02% Reduce -0.4% 8,167 $1.4M
Fifth Third Wealth Advisors LLC 0.08% Add +7.3% 8,146 $1.4M
Nicolet Bankshares Inc. 0.27% Reduce -1.0% 8,132 $1.4M
Old North State Trust, LLC 0.89% Add +4.8% 8,124 $1.4M
Sound View Wealth Advisors Group, LLC 0.11% Add +0.9% 8,110 $1.4M
Walleye Capital LLC 0.01% Add +36.9% 8,081 $1.4M
First Dallas Securities Inc. 0.57% Reduce -3.0% 8,075 $1.4M
Lowe Brockenbrough & Co. Inc. 0.09% No change 8,061 $1.4M
Absolute Capital Management, LLC 0.77% Add +8.6% 8,050 $1.4M
Panagora Asset Management Inc. 0.01% Add +16.3% 8,046 $1.4M
MIdWestOne Financial Group, Inc. 0.19% Reduce -5.0% 8,035 $1.4M
Harmony Asset Management LLC 0.55% Reduce -14.1% 8,008 $1.4M
Element Wealth, LLC 0.72% Add +0.2% 7,992 $1.4M
PBMares Wealth Management LLC 0.28% Reduce -3.4% 7,965 $1.4M
Brighton Jones LLC 0.04% Add +34.6% 7,917 $1.4M
DRW Securities, LLC 0.09% New 7,896 $1.4M
Davidson Kahn Capital Management, LLC 1.25% — 7,840 $1.4M
Financial Counselors Inc. 0.02% Reduce -8.4% 7,826 $1.3M
Azimuth Capital Investment Management LLC 0.05% No change 7,802 $1.3M
Latash Investments, LLC 1.05% No change 7,774 $1.3M
Leonteq Securities AG 0.13% Reduce -8.3% 7,752 $1.3M
CHICAGO TRUST Co NA 0.25% Reduce -4.2% 7,721 $1.3M
Shelton Capital Management 0.03% Add +31.9% 7,707 $1.3M
Verition Fund Management LLC 0.01% Add +33.7% 7,699 $1.3M
Sage Rhino Capital LLC 0.29% Reduce -1.8% 7,661 $1.3M
LRI Investments, LLC 0.12% Add +0.4% 7,608 $1.3M
Hexagon Capital Partners LLC 0.24% Reduce -0.7% 7,598 $1.3M
Union Savings Bank 0.64% Reduce -5.9% 7,581 $1.3M
Global Wealth Management Investment Advisory, Inc. 0.27% Add +20.3% 7,517 $1.3M
Benchmark Financial Wealth Advisors, LLC 0.41% Add +0.5% 7,486 $1.3M
Alteri Wealth LLC 0.36% — 7,479 $1.3M
Brown Miller Wealth Management, LLC 0.49% Reduce -2.7% 7,478 $1.3M
Mission Wealth Management, LP 0.03% Add +2.2% 7,440 $1.3M
Sage Mountain Advisors LLC 0.09% Reduce -1.6% 7,433 $1.3M
VCI Wealth Management LLC 0.54% New 7,412 $1.3M
Cigna Investments Inc. 0.22% Add +0.4% 7,390 $1.3M
Callan Capital, LLC 0.09% Reduce -5.2% 7,351 $1.3M
Nwam LLC 0.08% Reduce -9.2% 7,348 $1.3M
Walker Asset Management, LLC 0.78% Add +0.5% 7,331 $1.3M
Sheets Smith Wealth Management 0.15% Add +2.8% 7,314 $1.3M
Virtu Financial LLC 0.07% Reduce -78.3% 7,313 $1.3M
CoreCap Advisors, LLC 0.06% Add +148.7% 7,308 $1.3M
Sippican Capital Advisors 0.92% Reduce -0.1% 7,295 $1.3M
Exchange Traded Concepts, LLC 0.03% Add +520.4% 7,240 $1.2M
Ameritas Investment Partners, Inc. 0.04% Reduce -7.2% 7,235 $1.2M
TrinityBridge Ltd 0.04% No change 7,233 $1.2M
IFP Advisors, Inc 0.04% Add +190.4% 7,181 $1.2M
Strategic Blueprint, LLC 0.07% Reduce -10.2% 7,141 $1.2M
Linscomb Wealth, Inc. 0.06% Add +4.0% 7,111 $1.2M
Dynamic Advisor Solutions LLC 0.05% Reduce -7.5% 7,110 $1.2M
NBT Bank, N.A. 0.09% Add +0.1% 7,107 $1.2M
NCM Capital Management, LLC 0.55% Reduce -0.7% 7,098 $1.2M
Leo Wealth, LLC 0.11% Add +8.6% 7,041 $1.2M
Wedmont Private Capital 0.06% Add +0.5% 7,362 $1.2M
GTS Securities LLC 0.06% Add +40.6% 7,038 $1.2M
Eisler Capital Management Ltd. 0.04% — 6,973 $1.2M
Curbstone Financial Management Corp 0.26% Reduce -5.4% 7,028 $1.2M
Cladis Investment Advisory, LLC 0.86% No change 7,000 $1.2M
Caisse de depot et placement du Quebec 0.00% Reduce -97.4% 7,000 $1.2M
Northwest Bank & Trust Co 0.88% Reduce -1.6% 6,246 $1.2M
Fjell Capital, LLC 1.23% — 6,900 $1.2M
Westover Capital Advisors, LLC 0.26% Add +3.1% 6,876 $1.2M
Financial Advocates Investment Management 0.07% Add +2.6% 6,852 $1.2M
Executive Wealth Management, LLC 0.09% Add +0.2% 6,780 $1.2M
Herold Advisors, Inc. 0.25% Reduce -3.1% 6,747 $1.2M
EPG Wealth Management LLC 0.31% Reduce -3.0% 6,733 $1.2M
Lokken Investment Group LLC 0.50% Reduce -3.4% 6,713 $1.2M
Beaumont Asset Management, L.L.C. 0.67% Reduce -2.0% 6,677 $1.2M
Mission Creek Capital Partners, Inc. 0.25% New 6,677 $1.2M
Schmidt P J Investment Management Inc. 0.20% Reduce -1.4% 6,658 $1.1M
Revolve Wealth Partners, LLC 0.17% No change 6,626 $1.1M
TruWealth Advisors, LLC 0.07% Add +32.4% 6,614 $1.1M
OMC Financial Services LTD 0.48% Reduce -4.6% 6,610 $1.1M
Jeppson Wealth Management, LLC 0.41% Reduce -3.4% 6,603 $1.1M
Intech Investment Management LLC 0.01% Add +60.2% 6,599 $1.1M
Lebenthal Global Advisors, LLC 0.21% Add +10.9% 6,595 $1.1M
Sabal Trust CO 0.07% Reduce -0.4% 6,595 $1.1M
Element Pointe Advisors, LLC 0.27% No change 6,576 $1.1M
TFB Advisors LLC 0.32% Add +15.5% 6,572 $1.1M
Powell Investment Advisors, LLC 0.52% No change 6,544 $1.1M
Naviter Wealth, LLC 0.14% Add +2.4% 6,530 $1.1M
Illinois Municipal Retirement Fund 0.02% No change 6,527 $1.1M
RiverFront Investment Group, LLC 0.03% Add +3.1% 6,502 $1.1M
Per Stirling Capital Management, LLC. 0.16% Add +0.2% 6,473 $1.1M
Old National Bancorp 0.03% Add +0.4% 6,470 $1.1M
Greenleaf Trust 0.01% Add +9.4% 6,465 $1.1M
Pinkerton Wealth, LLC 0.16% New 6,457 $1.1M
Hudson Edge Investment Partners Inc. 0.20% Reduce -9.0% 6,444 $1.1M
Montecito Bank & Trust 0.19% Add +11.6% 6,442 $1.1M
Davis R M Inc. 0.02% No change 6,393 $1.1M
Excalibur Management Corp. 0.44% Reduce -10.5% 6,358 $1.1M
Cullen Investment Group, LTD. 0.16% Add +0.1% 6,346 $1.1M
LCNB Corp. 0.40% Reduce -13.6% 6,336 $1.1M
AE Wealth Management LLC 0.01% Reduce -5.9% 6,334 $1.1M
GMT Capital Corp 0.05% New 6,300 $1.1M
Ransom Advisory, Ltd 0.50% Reduce -4.5% 6,287 $1.1M
DF Dent & Co. Inc. 0.01% No change 6,286 $1.1M
Prentice Wealth Management LLC 0.31% Reduce -0.9% 6,276 $1.1M
Premier Path Wealth Partners, LLC 0.16% Add +6.3% 6,267 $1.1M
Voya Financial Advisors, Inc. 0.12% Reduce -15.3% 6,265 $1.1M
Purus Wealth Management, LLC 0.42% Reduce -1.2% 6,230 $1.1M
Gilliland Jeter Wealth Management LLC 0.36% Reduce -0.1% 6,210 $1.1M
Accurate Wealth Management, LLC 0.21% Add +29.5% 6,489 $1.1M
BSW Wealth Partners 0.16% Add +36.1% 6,196 $1.1M
Moneco Advisors, LLC 0.11% Add +8.4% 6,188 $1.1M
Newman Dignan & Sheerar, Inc. 0.27% Reduce -0.2% 6,184 $1.1M
Quadrant Private Wealth Management, LLC 0.26% Reduce -2.4% 6,177 $1.1M
Westwood Wealth Management 0.38% No change 6,175 $1.1M
First PREMIER Bank 0.27% No change 6,119 $1.1M
Capital Analysts, LLC 0.04% No change 6,115 $1.1M
Uniting Wealth Partners, LLC 0.51% — 6,089 $1.0M
Mattson Financial Services, LLC 0.33% Reduce -27.4% 6,853 $1.0M
Triumph Capital Management 0.36% Reduce -26.0% 6,076 $1.0M
Old Port Advisors 0.30% Add +0.6% 6,053 $1.0M
Mill Creek Capital Advisors, LLC 0.03% Add +14.2% 6,045 $1.0M
Sax Wealth Advisors, LLC 0.08% Reduce -2.8% 6,041 $1.0M
NTV Asset Management LLC 0.14% Reduce -7.1% 6,027 $1.0M
Savvy Advisors, Inc. 0.12% Add +175.9% 6,012 $1.0M
Richards, Merrill & Peterson, Inc. 0.54% — 6,012 $1.0M
Gladstone Institutional Advisory LLC 0.05% Reduce -3.5% 6,012 $1.0M
Cullen Capital Management, LLC 0.01% No change 6,005 $1.0M
Supplemental Annuity Collective Trust of NJ 0.30% No change 6,000 $1.0M
Claro Advisors Inc. 0.14% Reduce -1.6% 5,998 $1.0M
M3 Advisory Group, LLC 0.74% Add +0.0% 5,997 $1.0M
Gallagher Capital Advisors, LLC 0.75% — 5,981 $1.0M
Boltwood Capital Management 0.31% Reduce -1.8% 5,901 $1.0M
Redhawk Wealth Advisors, Inc. 0.14% Add +0.4% 5,888 $1.0M
Aviso Wealth Management 0.52% No change 5,868 $1.0M
Van Cleef Asset Management,Inc 0.11% No change 5,850 $1.0M
Signature Estate & Investment Advisors LLC 0.03% Add +47.9% 5,795 $999K
Avestar Capital, LLC 0.09% Add +9.2% 5,791 $998K
Worth Financial Advisory Group, LLC 0.61% Reduce -0.5% 5,776 $996K
Commerzbank Aktiengesellschaft 0.02% Add +16.5% 5,764 $992K
Empire Financial Management Company, LLC 0.31% No change 5,717 $986K
Cooper Financial Group 0.12% Add +4.0% 5,716 $986K
OMNI 360 Wealth, Inc. 0.65% Reduce -1.7% 5,702 $983K
Riverview Capital Advisers, LLC 0.30% No change 5,695 $982K
Tyche Wealth Partners LLC 0.21% Reduce -0.7% 5,691 $981K
Minot DeBlois Advisors LLC 0.90% — 5,683 $980K
New England Research & Management, Inc. 0.50% New 5,650 $974K
Csenge Advisory Group 0.05% Reduce -4.8% 5,646 $973K
Nicholas Wealth, LLC. 0.53% Add +16.6% 5,858 $971K
Jmac Enterprises LLC 0.15% Reduce -8.2% 5,600 $966K
Focus Financial Network, Inc. 0.04% Add +4.8% 5,570 $960K
Galvin, Gaustad & Stein, LLC 0.09% Reduce -0.1% 5,529 $953K
True Freedom Investing, LLC 0.41% — 5,512 $950K
Westmount Partners, LLC 0.29% Add +61.0% 5,501 $948K
Gilman Hill Asset Management, LLC 0.16% Reduce -1.8% 5,470 $943K
Enterprise Bank & Trust Co 0.31% Add +30.0% 5,463 $942K
Annex Advisory Services, LLC 0.03% Reduce -4.5% 5,461 $942K
Kozak & Associates, Inc. 0.21% Add +0.5% 5,342 $940K
Mosaic Financial Group, LLC 0.67% Reduce -7.4% 5,448 $939K
Sheaff Brock Investment Advisors, LLC 0.08% Reduce -0.4% 5,433 $937K
McDonald Partners LLC 0.24% Reduce -0.1% 5,431 $937K
Bar Harbor Wealth Management 0.06% Add +3.5% 5,405 $932K
Sather Financial Group Inc 0.06% Reduce -10.7% 5,400 $931K
Livforsakringsbolaget Skandia, Omsesidigt 0.05% No change 5,362 $924K
JFS Wealth Advisors, LLC 0.06% No change 5,357 $924K
Quad-Cities Investment Group, LLC 0.45% No change 5,351 $923K
Lionshead Wealth Management, LLC 0.67% — 5,346 $922K
Simon Quick Advisors, LLC 0.06% Add +7.0% 5,345 $922K
TRUE Private Wealth Advisors 0.11% Add +0.6% 5,329 $919K
Reliant Investment Partners, LLC 0.81% — 5,321 $917K
Great Lakes Advisors, LLC 0.01% Add +49.2% 5,321 $917K
Avalon Capital Management 0.30% No change 5,320 $917K
Broyhill Asset Management, LLC 0.81% — 5,306 $915K
IAM Advisory, LLC 0.23% Add +0.3% 5,304 $914K
Ironsides Asset Advisors, LLC 0.26% No change 5,300 $914K
Crestline Management, L.P. 0.03% Add +128.9% 5,300 $914K
Norden Group LLC 0.10% Add +25.6% 5,289 $912K
Cordgrass Capital Advisors, LLC 0.26% Reduce -3.6% 5,279 $910K
Gables Capital Management Inc. 0.44% Reduce -2.1% 5,255 $906K
Samalin Investment Counsel, LLC 0.39% Reduce -4.5% 5,253 $906K
Meridian Wealth Advisors, LLC 0.15% No change 5,235 $903K
Roble, Belko & Company, Inc 0.14% No change 5,229 $902K
Southland Equity Partners LLC 0.21% Reduce -6.4% 5,218 $900K
Forte Capital LLC 0.10% Reduce -14.4% 5,197 $896K
Seamount Financial Group Inc. 0.62% Reduce -4.9% 5,193 $895K
Wealth Alliance, LLC 0.11% Add +64.7% 5,187 $894K
Smithfield Trust Co 0.04% No change 5,190 $893K
Mark Sheptoff Financial Planning, LLC 0.48% No change 5,150 $888K
Guerra Advisors Inc 0.49% — 5,147 $888K
Verus Capital Partners, LLC 0.08% Reduce -4.9% 5,105 $880K
Bourgeon Capital Management LLC 0.17% New 5,104 $880K
LexAurum Advisors, LLC 0.17% Add +3.0% 5,068 $874K
Elevation Point Wealth Partners, LLC 0.07% Add +153.8% 5,066 $873K
Clifford Swan Investment Counsel LLC 0.03% Reduce -5.1% 5,047 $870K
Salem Investment Counselors Inc. 0.03% Reduce -7.4% 5,025 $866K
Parkside Financial Bank & Trust 0.11% Add +33.2% 5,019 $865K
Willner & Heller, LLC 0.76% Reduce -0.5% 5,009 $864K
1620 Investment Advisors, Inc. 0.67% Add +0.4% 5,004 $863K
Alpha Cubed Investments, LLC 0.04% Reduce -1.4% 5,003 $863K
Clear Creek Financial Management, LLC 0.09% Add +9.3% 5,001 $862K
Corps Capital Advisors, LLC 0.87% — 5,000 $862K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +7.4% 4,531 $862K
McKinley Carter Wealth Services, Inc. 0.05% Add +1.8% 4,996 $861K
Lewis Asset Management, LLC 0.66% Add +8.8% 4,992 $861K
Ameliora Wealth Management Ltd. 0.32% No change 4,960 $855K
Gridiron Partners, LLC 0.54% No change 4,948 $853K
Geneos Wealth Management Inc. 0.03% Add +0.1% 4,943 $852K
First American Trust, FSB 0.08% Add +0.3% 4,933 $850K
Trek Financial, LLC 0.06% New 4,922 $849K
Operose Advisors LLC 0.29% Add +16.7% 4,915 $847K
Octavia Wealth Advisors, LLC 0.10% Reduce -16.2% 4,913 $847K
SBI Securities Co., Ltd. 0.03% — 4,905 $846K
Robertson Stephens Wealth Management, LLC 0.03% Reduce -36.2% 4,904 $845K
Caas Capital Management LP 0.70% New 4,890 $843K
Guinness Asset Management LTD 0.02% Add +41.0% 4,887 $843K
Atlantic Union Bankshares Corp 0.05% Reduce -0.4% 4,876 $841K
Stevens Capital Management LP 0.34% New 4,872 $840K
LM Advisors LLC 0.15% Reduce -5.8% 4,863 $838K
Everpar Advisors LLC 0.42% Add +1.2% 4,855 $837K
Dorsey & Whitney Trust CO LLC 0.05% Add +50.3% 4,848 $836K
FFT Wealth Management LLC 0.06% Add +0.4% 4,834 $833K
Raiffeisen Bank International AG 0.01% — 4,843 $833K
Oddo BHF Asset Management Sas 0.04% Add +19.7% 4,809 $829K
MassMutual Private Wealth & Trust, FSB 0.02% Add +13.9% 4,806 $829K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -9.2% 4,805 $828K
Silverlake Wealth Management LLC 0.32% Reduce -0.5% 4,794 $827K
Intrua Financial, LLC 0.13% Reduce -38.7% 4,764 $821K
Occudo Quantitative Strategies LP 0.15% New 4,761 $821K
Birinyi Associates Inc. 0.22% Add +0.1% 4,722 $814K
Ameriflex Group, Inc. 0.37% — 4,597 $814K
MFA Wealth Services 0.65% — 4,721 $814K
Ullmann Wealth Partners Group, LLC 0.10% Add +2.9% 4,719 $814K
10Elms LLP 1.02% — 4,714 $813K
Paragon Private Wealth Management, LLC 0.37% Add +2.6% 4,705 $811K
Alan B Lancz & Associates, Inc. 0.82% No change 4,700 $810K
Heritage Wealth Advisors 0.04% Reduce -7.5% 4,693 $809K
Checchi Capital Advisers, LLC 0.06% Add +0.4% 4,692 $809K
Visionary Wealth Advisors 0.05% Reduce -12.0% 4,689 $809K
Viawealth, LLC 0.49% Reduce -3.5% 4,685 $808K
WealthTrust Axiom LLC 0.24% Reduce -26.7% 4,678 $807K
Advisory Research Inc. 0.13% Reduce -24.3% 4,667 $805K
Community Financial Services Group, LLC 0.16% Reduce -17.6% 4,665 $804K
Trust Point Inc. 0.06% Add +0.5% 4,658 $803K
Thoma Capital Management LLC 0.55% — 4,642 $800K
Howard Capital Management, LLC 0.01% Add +6.1% 4,637 $800K
HHM Wealth Advisors, LLC 0.11% Reduce -12.6% 4,635 $799K
Continuum Advisory, LLC 0.10% Reduce -2.9% 4,622 $797K
Lakeshore Capital Group, Inc. 1.20% — 4,621 $797K
VAUGHAN & Co SECURITIES, INC. 0.48% Reduce -4.1% 4,610 $795K
Bridgewater Associates 0.00% New 4,609 $795K
Fortress Private Ledger, LLC 0.48% — 4,584 $790K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +0.1% 4,575 $789K
Empirical Finance, LLC 0.05% Add +6.8% 4,561 $786K
Tandem Investment Advisors, Inc. 0.03% No change 4,520 $779K
Fairscale Capital, LLC 0.67% No change 4,502 $776K
Fortitude Family Office, LLC 0.28% No change 4,497 $775K
Personal Cfo Solutions, LLC 0.15% Add +23.3% 4,474 $771K
Jefferies Financial Group Inc. 0.01% New 4,435 $765K
Chemistry Wealth Management LLC 0.18% Add +0.3% 4,426 $763K
KMG Fiduciary Partners, LLC 0.06% Reduce -0.1% 4,425 $763K
111 Capital 0.16% — 4,420 $762K
Nadler Financial Group, Inc. 0.08% Add +99.7% 4,403 $759K
Gradient Capital Advisors, LLC 0.24% Reduce -2.3% 4,383 $756K
Sapient Capital LLC 0.01% Add +5.7% 4,378 $755K
Fisher Asset Management 0.00% Add +2.3% 4,345 $749K
SlateStone Wealth, LLC 0.07% Add +6.1% 4,338 $748K
Mayfair Advisory Group, LLC 0.44% No change 4,337 $748K
Maridea Wealth Management LLC 0.24% — 4,333 $747K
Disciplined Investors, L.L.C. 0.72% — 4,498 $746K
SMART Wealth LLC 0.26% Add +206.9% 4,296 $741K
Agf Management Ltd. 0.00% New 4,292 $740K
Wimmer Associates 1, LLC 0.37% Reduce -1.2% 4,291 $740K
Kovack Advisors, Inc. 0.07% Add +0.5% 4,289 $740K
United Advisor Group, LLC 0.15% Reduce -2.7% 4,283 $738K
Hodges Capital Management Inc. 0.04% Reduce -19.7% 4,275 $737K
Mosley Wealth Management 0.46% Add +4.5% 3,974 $737K
Aspetuck Financial Management LLC 0.57% — 4,273 $737K
First Hawaiian Bank 0.02% Reduce -0.2% 4,270 $736K
WNY Asset Management, LLC 0.09% Add +0.0% 4,264 $735K
Coordinated Financial Services, Inc. 0.58% — 4,264 $735K
SageView Advisory Group, LLC 0.03% Add +4.4% 4,250 $733K
Wills Financial Group, Inc. 0.31% Add +47.5% 4,227 $729K
Balboa Wealth Partners 0.17% Add +20.2% 4,208 $726K
Bienville Capital Management, LLC 0.18% No change 4,202 $725K
Regatta Capital Group, LLC 0.14% Add +4.0% 4,196 $724K
Shum Financial Group, Inc. 0.62% Reduce -2.3% 4,154 $716K
Colonial River Investments, LLC 0.35% Add +4.7% 4,151 $716K
L & S Advisors Inc 0.09% New 4,150 $716K
Garden State Investment Advisory Services LLC 0.22% Add +5.5% 4,122 $712K
Logan Capital Management Inc. 0.03% No change 4,125 $711K
Stratos Investment Management, LLC 0.04% Reduce -5.4% 4,124 $711K
Ashton Thomas Securities, LLC 0.20% Add +3.4% 4,127 $711K
Flputnam Investment Management Co. 0.01% Add +8.6% 4,122 $711K
Moody National Bank Trust Division 0.07% No change 4,120 $710K
Oak Hill Wealth Advisors, LLC 0.17% — 4,112 $709K
Breed's Hill Capital LLC 0.37% Add +167.6% 4,105 $708K
Venturi Wealth Management, LLC 0.03% Add +43.4% 4,088 $705K
Trajan Wealth LLC 0.04% Reduce -4.2% 4,088 $705K
Curi Capital, LLC 0.02% Reduce -0.2% 4,062 $700K
Presidio Capital Management, LLC 0.37% Reduce -5.7% 4,058 $700K
Global Assets Advisory, LLC 0.39% Add +1.9% 4,013 $697K
Cornerstone Advisory, LLC 0.08% Add +12.8% 4,230 $697K
Advisory Alpha, LLC 0.02% Add +9.4% 4,035 $696K
Bigelow Investment Advisors, LLC 0.33% Add +7.0% 4,024 $694K
Ames National Corp. 0.46% — 4,000 $690K
Trueblood Wealth Management, LLC 0.34% No change 3,985 $687K
TCI Wealth Advisors, Inc. 0.06% Add +0.0% 3,976 $685K
Valmark Advisers, Inc. 0.01% Add +0.3% 3,971 $685K
Fidelis Capital Partners, LLC 0.07% Add +66.2% 3,945 $685K
Zacks Investment Management 0.01% Add +140.8% 3,961 $683K
Courier Capital LLC 0.05% Reduce -4.3% 3,946 $680K
Cary Street Partners Investment Advisory LLC 0.45% Reduce -78.4% 3,944 $680K
Keel Point, LLC 0.05% Add +8.6% 3,939 $679K
Financial Partners Group, Inc 0.10% Add +3.5% 3,927 $677K
Covey Capital Advisors, LLC 0.77% No change 3,920 $676K
Legacy Wealth Management, LLC / MS 0.27% Reduce -25.6% 3,917 $675K
KPP Advisory Services LLC 0.16% Add +2.1% 3,907 $674K
Blue Trust, Inc. 0.01% Reduce -2.0% 3,904 $673K
Activest Wealth Management 0.19% Reduce -0.5% 3,896 $672K
Family Manage LLC 0.11% No change 3,894 $671K
Bison Wealth, LLC 0.15% Reduce -1.4% 3,886 $670K
PGIM Custom Harvest LLC 0.01% Reduce -44.8% 3,876 $668K
Godsey & Gibb, Inc. 0.07% No change 3,874 $668K
Gsa Capital Partners LLP 0.05% New 3,868 $667K
Aspiriant, LLC 0.02% Add +58.2% 3,861 $666K
Perkins Coie Trust Co 0.15% Reduce -18.2% 3,843 $663K
Fragasso Financial Advisors Inc 0.05% Add +10.2% 3,832 $661K
Kohmann Bosshard Financial Services, LLC 0.08% Add +0.2% 3,806 $656K
Townsend Asset Management Corp. /NC/ 0.24% Reduce -0.7% 3,791 $654K
Next Capital Management LLC 0.27% Reduce -34.1% 3,786 $653K
Sovereign Financial Group, Inc. 0.15% Reduce -0.9% 3,767 $650K
NorthStar Asset Management LLC 0.41% Reduce -9.5% 3,760 $648K
Plotkin Financial Advisors, LLC 0.38% No change 3,759 $648K
Onyx Bridge Wealth Group LLC 0.09% Reduce -1.2% 3,754 $647K
Whalen Wealth Management Inc. 0.45% Reduce -37.6% 3,752 $647K
Evoke Wealth, LLC 0.02% No change 3,740 $645K
Certuity, LLC 0.07% Reduce -34.3% 3,735 $644K
First Horizon Advisors, Inc. 0.02% Add +1.5% 3,731 $643K
Manske Wealth Management 0.26% — 3,728 $643K
O'Dell Group, LLC 0.15% Add +0.2% 3,726 $642K
TD Private Client Wealth LLC 0.02% Add +9.9% 3,721 $642K
Cassaday & Co Wealth Management LLC 0.02% Reduce -2.4% 3,718 $641K
WMS Partners, LLC 0.04% Add +15.5% 3,717 $641K
Busey Bank 0.02% Reduce -4.8% 3,705 $639K
Manchester Capital Management LLC 0.07% Add +0.0% 3,697 $637K
Crewe Advisors LLC 0.09% Reduce -3.7% 3,693 $637K
Vanguard Capital Wealth Advisors 0.69% Add +2.8% 3,680 $635K
Veracity Capital LLC 0.23% Add +11.2% 3,672 $633K
Bernardo Wealth Planning LLC 0.15% Add +0.3% 3,838 $633K
Keystone Financial Group 0.06% Reduce -9.5% 3,666 $632K
San Luis Wealth Advisors LLC 0.12% Reduce -48.7% 3,664 $632K
Arthur M. Cohen & Associates, LLC 0.11% No change 3,645 $628K
Eagle Global Advisors LLC 0.03% No change 3,643 $628K
Perennial Investment Advisors, LLC 0.07% Add +4.5% 3,638 $627K
Aveo Capital Partners, LLC 0.07% New 3,637 $627K
Fairhaven Wealth Management, LLC 0.20% Add +0.5% 3,632 $626K
Arcus Capital Partners, LLC 0.20% Reduce -1.3% 4,750 $624K
Smart Money Group LLC 0.22% Add +187.2% 3,613 $623K
Western Financial Corp 0.34% New 3,612 $623K
Valued Retirements, Inc. 0.84% No change 3,611 $623K
Atlas Capital Advisors Inc. 0.08% Add +125.0% 3,600 $621K
Blueshift Asset Management, LLC 0.23% Reduce -67.4% 3,598 $620K
Carmel Capital Partners, LLC 0.25% Reduce -1.7% 3,563 $614K
Redwood Financial Network Corp 0.45% Reduce -2.4% 3,523 $607K
Moloney Securities Asset Management, LLC 0.08% Reduce -7.0% 3,515 $606K
Select Asset Management & Trust 0.23% Reduce -1.1% 3,511 $605K
Merrion Investment Management Co, LLC 0.42% No change 3,500 $603K
WBH Advisory Inc. 0.06% Reduce -23.9% 3,483 $601K
CI Investments Inc. 0.00% Add +43.0% 3,466 $598K
Stokes Family Office, LLC 0.06% New 3,468 $598K
Avory & Company, LLC 0.33% Reduce -11.1% 3,463 $597K
American Assets Investment Management, LLC 0.05% No change 3,455 $596K
CX Institutional 0.02% Add +29.4% 3,446 $594K
Armstrong Advisory Group, Inc. 0.05% No change 3,445 $594K
Palumbo Wealth Management LLC 0.22% Add +0.5% 3,445 $594K
Total Wealth Planning & Management, Inc. 0.58% — 3,441 $593K
Richard C. Young & CO., LTD. 0.06% Add +0.5% 3,440 $593K
Sigma Investment Counselors Inc. 0.03% No change 3,428 $591K
Whalerock Point Partners, LLC 0.14% No change 3,428 $591K
MKT Advisors LLC 0.26% Add +0.1% 3,274 $589K
First Heartland Consultants, Inc. 0.06% Reduce -4.8% 3,416 $589K
Groupama Asset Managment 0.01% New 3,409 $587K
Hutchens & Kramer Investment Management Group, LLC 0.32% No change 3,400 $586K
Federated Hermes, Inc. 0.00% Reduce -3.1% 3,364 $580K
Fort Point Capital Partners LLC 0.06% Reduce -6.8% 3,360 $579K
Marshall Financial Group, LLC 0.14% Add +0.4% 3,354 $578K
Janney Capital Management LLC 0.04% No change 3,335 $575K
Marest Capital, LLC 0.46% Add +0.8% 3,334 $575K
NWF Advisory Services Inc. 0.08% Add +146.1% 3,332 $575K
Advisor OS, LLC 0.07% Add +6.6% 3,329 $574K
Burns J W & Co. Inc. 0.07% No change 3,325 $573K
Chung Wu Investment Group, LLC 0.58% — 3,320 $572K
LeClair Wealth Partners LLC 0.38% — 3,318 $572K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -1.4% 3,291 $567K
AssuredPartners Investment Advisors, LLC 0.11% — 3,286 $566K
GWN Securities Inc. 0.15% — 3,102 $565K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 3,278 $565K
Eagle Wealth Strategies LLC 0.41% Reduce -5.8% 3,278 $565K
Ramirez Asset Management, Inc. 0.11% No change 3,266 $563K
LVW Advisors, LLC 0.07% Add +2.6% 3,265 $563K
Glass Jacobson Investment Advisors llc 0.18% Reduce -4.4% 3,258 $562K
Wesbanco Bank Inc. 0.02% Add +3.2% 3,256 $561K
Glen Eagle Advisors, LLC 0.09% Add +0.0% 3,252 $561K
Conning Inc. 0.02% Reduce -4.1% 3,248 $560K
Stanley-Laman Group, Ltd. 0.08% No change 3,242 $559K
Harbour Capital Advisors, LLC 0.12% Add +5.0% 3,175 $559K
RFG Advisory, LLC 0.02% Reduce -10.0% 3,229 $557K
Beaumont Financial Advisors, LLC 0.04% Reduce -15.1% 3,178 $548K
LWM Advisory Services, LLC 0.38% Reduce -4.1% 3,171 $547K
BankPlus Wealth Management LLC 0.41% — 3,165 $546K
Moody Aldrich Partners LLC 0.10% No change 3,157 $544K
Millennium Capital Advisors, LLC 0.37% Add +6.8% 3,150 $543K
Equitable Trust Co. 0.03% Reduce -9.5% 3,142 $542K
Rappaport Reiches Capital Management, LLC 0.14% Add +0.1% 3,134 $540K
Diversified Enterprises, LLC 0.05% New 3,133 $540K
BLB&B Advisors, LLC 0.03% Reduce -2.2% 3,128 $539K
Seven Mile Advisory 0.34% Add +41.7% 3,115 $537K
Financial Engines Advisors L.L.C. 0.00% New 3,115 $537K
Romano Brothers and Company 0.07% Reduce -0.5% 3,104 $535K
Montag A & Associates Inc. 0.03% Add +0.0% 3,100 $535K
Relyea Zuckerberg Hanson LLC 0.07% Add +5.8% 3,088 $532K
RNC Capital Management LLC 0.03% Add +11.8% 3,083 $532K
Dana Investment Advisors, Inc. 0.02% New 3,083 $532K
GSG Advisors LLC 0.17% Add +1.1% 3,080 $531K
Empower Advisory Group, LLC 0.00% Reduce -11.2% 3,079 $531K
Verum Partners LLC 0.15% Add +0.3% 3,069 $529K
Avantax Planning Partners, Inc. 0.02% Reduce -3.1% 3,054 $526K
Atlas Legacy Advisors, LLC 0.13% — 3,051 $526K
OneAscent Financial Services LLC 0.04% Add +68.3% 3,052 $526K
Flow Traders U.S. LLC 0.02% New 3,049 $526K
Asahi Life Asset Management Co., LTD. 0.32% Reduce -16.2% 3,050 $526K
Hofer & Associates. Inc 0.35% No change 3,040 $524K
Diversified Portfolios, Inc. 0.06% Add +0.0% 3,038 $524K
MSH Capital Advisors LLC 0.16% Reduce -0.6% 3,036 $523K
Silvia McColl Wealth Management, LLC 0.39% No change 3,009 $519K
Bogart Wealth, LLC 0.02% No change 3,003 $518K
Connective Portfolio Management, LLC 0.77% New 3,000 $517K
Marble Harbor Investment Counsel, LLC 0.06% Reduce -3.2% 3,000 $517K
IFG Advisory, LLC 0.03% New 2,998 $517K
IRON Financial LLC 0.29% Reduce -5.0% 2,998 $517K
Optiver Holding B.V. 0.02% Reduce -26.1% 2,990 $516K
Smartleaf Asset Management LLC 0.05% Add +19.7% 2,996 $515K
HCR Wealth Advisors 0.06% Add +0.8% 2,986 $515K
Watts Gwilliam & Co., LLC 0.11% Reduce -1.3% 3,003 $515K
Westshore Wealth, LLC 0.21% Reduce -3.1% 2,983 $514K
Advus Financial Partners, LLC 0.14% Reduce -0.7% 2,973 $513K
Journey Strategic Wealth LLC 0.02% Reduce -29.1% 2,972 $512K
Trust Investment Advisors 0.33% Add +69.6% 2,968 $512K
Angeles Investment Advisors, LLC 0.02% Add +8.8% 2,968 $512K
Ingalls & Snyder LLC 0.02% Reduce -9.0% 2,963 $511K
Sentry Investment Management LLC 0.24% New 2,956 $510K
Bryce Point Capital, LLC 0.15% — 2,953 $509K
Legacy Edge Advisors, LLC 0.08% Reduce -3.5% 2,958 $509K
Obermeyer Wealth Partners 0.03% Add +3.4% 2,947 $508K
Schrum Private Wealth Management LLC 0.43% Reduce -21.5% 2,929 $505K
Cura Wealth Advisors, LLC 0.22% — 2,924 $504K
Masso Torrence Wealth Management Inc. 0.26% Add +0.9% 2,924 $504K
Patriot Financial Group Insurance Agency, LLC 0.07% Add +0.5% 2,917 $503K
Lantz Financial LLC 0.13% Add +1.4% 2,901 $500K
Sterneck Capital Management, LLC 0.27% No change 2,900 $500K
Vertex Planning Partners, LLC 0.11% Add +31.1% 2,898 $500K
RB Capital Management, LLC 0.12% Add +0.3% 2,896 $499K
IVC Wealth Advisors LLC 0.28% Reduce -16.0% 2,894 $499K
Farmers & Merchants Investments Inc. 0.02% Add +2.3% 2,889 $498K
Affinity Capital Advisors, LLC 0.09% No change 2,900 $497K
ICONIQ Capital, LLC 0.01% Add +72.9% 2,875 $496K
Marex Group Ltd 0.01% New 2,870 $495K
Roof Eidam Maycock Peralta, LLC 0.13% No change 2,865 $494K
Wealth Alliance Advisory Group, LLC 0.10% No change 2,858 $493K
First Merchants Corp. 0.02% Add +8.4% 2,841 $490K
Am Investment Strategies LLC 0.12% Add +0.0% 2,830 $488K
Southeast Asset Advisors, LLC 0.06% No change 2,830 $488K
Meridian Wealth Management, LLC 0.02% Reduce -5.8% 2,829 $488K
Avior Wealth Management, LLC 0.02% Add +25.1% 2,822 $487K
Rise Advisors, LLC 0.23% Reduce -7.4% 2,814 $485K
Armstrong, Fleming & Moore, Inc 0.29% Reduce -6.3% 2,811 $485K
GM Advisory Group, LLC 0.03% Add +26.7% 2,807 $484K
Redwood Wealth Management Group, LLC 0.24% Reduce -3.4% 2,810 $484K
WorthPointe, LLC 0.20% Reduce -0.1% 2,803 $483K
Capital Advisors, Ltd. LLC 0.06% Add +0.5% 2,801 $483K
Brogan Financial, Inc. 0.24% Add +0.4% 2,795 $482K
Poehling Capital Management, INC. 0.12% Reduce -1.6% 2,773 $478K
LBJ Family Wealth Advisors, Ltd. 0.28% Reduce -7.5% 2,773 $478K
James J. Burns & Company, LLC 0.08% Add +15.4% 2,769 $478K
L2 Asset Management, LLC 0.10% Reduce -1.4% 2,771 $478K
Kennedy Investment Group, Inc. 0.22% Reduce -2.0% 2,768 $477K
Constellation Investimentos e Participacoes Ltda 0.46% Reduce -4.2% 2,765 $477K
W.G. Shaheen & Associates DBA Whitney & Co 0.05% Reduce -5.2% 2,765 $477K
Foster Dykema Cabot & Partners, LLC 0.04% No change 2,751 $474K
Union Bancaire Privee, UBP SA 0.01% — 2,850 $472K
Boston Family Office LLC 0.03% No change 2,732 $471K
Quotient Wealth Partners, LLC 0.02% Add +5.0% 2,730 $471K
Foguth Wealth Management, LLC. 0.12% Add +0.4% 2,520 $471K
BBR Partners, LLC 0.03% Reduce -14.8% 2,727 $470K
Nilsine Partners, LLC 0.05% Add +4.0% 2,723 $470K
NFSG Corp 0.12% Add +2.5% 2,723 $469K
Triad Wealth Partners, LLC 0.17% New 2,720 $469K
Elmwood Wealth Management, Inc. 0.19% New 2,716 $468K
Prelude Capital Management, LLC 0.04% Add +54.1% 2,709 $467K
Purkiss Capital Advisors LLC 0.40% — 2,706 $467K
Earned Wealth Advisors, LLC 0.15% Add +0.3% 2,698 $465K
Fiduciary Financial Group, LLC 0.10% Reduce -6.8% 2,815 $464K
Banque Transatlantique SA 0.01% — 2,680 $462K
Westpac Banking Corp. 0.03% Reduce -25.9% 2,665 $459K
Morton Capital Management LLC 0.09% Add +0.5% 2,663 $459K
Foster Victor Wealth Advisors, LLC 0.04% Reduce -10.3% 2,545 $458K
Veltria Advisors Corp. 0.19% Add +13.1% 2,652 $457K
SOA Wealth Advisors, LLC. 0.08% Add +0.1% 2,648 $457K
Delta Financial Group, Inc. 0.11% Add +0.4% 2,646 $456K
Channel Wealth LLC 0.15% Reduce -1.7% 2,630 $453K
Investmark Advisory Group LLC 0.22% Add +0.2% 2,614 $451K
Trivium Point Advisory, LLC 0.06% Add +8.0% 2,606 $449K
Creekmur Asset Management LLC 0.10% No change 2,600 $448K
Patten & Patten Inc. 0.03% Reduce -0.3% 2,600 $448K
Marino, Stram & Associates LLC 0.10% Add +0.0% 2,598 $448K
CRA Financial Services, LLC 0.08% No change 2,593 $447K
Tradewinds, LLC. 0.12% New 2,723 $447K
Truvestments Capital LLC 0.11% Reduce -0.5% 2,590 $446K
Pallas Capital Advisors LLC 0.02% Reduce -10.7% 2,586 $446K
Versant Capital Management, Inc 0.10% Add +7.8% 2,586 $446K
Smart Portfolios, LLC 0.47% Reduce -0.2% 2,585 $446K
Signal Advisors Wealth, LLC 0.05% Add +2.6% 2,576 $444K
Obsidian Personal Planning Solutions LLC 0.21% No change 2,500 $443K
Confluence Wealth Services, Inc. 0.03% Add +14.4% 2,368 $439K
Spirepoint Private Client, LLC 0.05% No change 2,539 $438K
SC&H Financial Advisors, Inc. 0.09% No change 2,532 $437K
Aprio Wealth Management, LLC 0.06% Add +2.4% 2,521 $435K
Trillium Asset Management, LLC 0.01% No change 2,516 $434K
Jump Financial, LLC 0.01% Reduce -55.5% 2,511 $433K
Trace Wealth Advisors, LLC 0.39% — 2,500 $431K
McDaniel Terry & Co. 0.04% No change 2,500 $431K
Copley Financial Group, Inc. 0.33% Reduce -25.0% 2,494 $430K
Quadrant Capital Group LLC 0.03% Add +6.3% 2,483 $428K
Westwood Holdings Group Inc. 0.00% Reduce -0.0% 2,482 $428K
Regal Investment Advisors LLC 0.03% Add +1.4% 2,481 $428K
Brown Financial Advisors 0.17% Reduce -27.4% 2,454 $423K
Secure Asset Management, LLC 0.06% No change 2,451 $423K
Harold Davidson & Associates Inc. 0.20% — 2,433 $419K
Moss Adams Wealth Advisors LLC 0.04% Add +6.4% 2,425 $418K
Reik & Co., LLC 0.10% No change 2,425 $418K
YHB Investment Advisors, Inc. 0.03% No change 2,420 $417K
Clearwater Capital Advisors, LLC 0.04% Reduce -1.0% 2,416 $417K
J. W. Coons Advisors, LLC 0.11% New 2,414 $416K
Tandem Wealth Advisors LLC 0.21% Add +0.5% 2,407 $415K
Stonehage Fleming Financial Services Holdings Ltd 0.01% Reduce -0.0% 2,407 $415K
Alta Advisers Ltd 0.26% Add +26.6% 2,406 $415K
Hardin Capital Partners, LLC 0.25% No change 2,400 $414K
TruNorth Capital Management, LLC 0.11% New 2,400 $414K
Essex Bank 0.10% Add +0.9% 2,391 $412K
TCFG Wealth Management, LLC 0.21% Add +4.4% 2,389 $412K
Medallion Wealth Advisors, LLC 0.20% — 2,880 $410K
Red Spruce Capital, LLC 0.18% New 2,371 $409K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +4.4% 2,365 $408K
Anchor Investment Management, LLC 0.04% Reduce -6.9% 2,360 $407K
Elwood & Goetz Wealth Advisory Group, LLC 0.10% No change 2,357 $406K
Port Capital LLC 0.02% Reduce -4.1% 2,347 $405K
Monograph Wealth Advisors, LLC 0.05% No change 2,335 $403K
Evermay Wealth Management LLC 0.06% No change 2,314 $399K
Wbi Investments, LLC 0.10% Reduce -89.4% 2,307 $398K
Pacific Point Advisors, LLC 0.24% — 2,325 $397K
Optimum Investment Advisors 0.18% No change 2,300 $397K
Park National Corp. 0.01% Add +0.1% 2,297 $396K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -75.6% 2,297 $396K
Outlook Wealth Advisors, LLC 0.11% Add +8.3% 2,285 $394K
Enterprise Financial Services Corp 0.22% Reduce -0.9% 2,283 $394K
Legacy Private Trust Co. 0.03% Add +0.4% 2,279 $393K
Herbst Group, LLC 0.24% Reduce -86.7% 2,276 $392K
Vista Capital Partners, Inc. 0.05% Add +0.2% 2,276 $392K
JNBA Financial Advisors 0.04% Reduce -3.7% 2,272 $392K
Blackston Financial Advisory Group, LLC 0.19% Reduce -4.8% 2,270 $391K
Legacy Financial Advisors, Inc. 0.06% Add +61.9% 2,263 $390K
JFG Wealth Management, LLC 0.09% Reduce -4.2% 2,256 $389K
Marco Investment Management LLC 0.03% No change 2,256 $389K
Carl P. Sherr & Co., LLC 0.20% No change 2,250 $388K
Independence Bank of Kentucky 0.06% Add +1.9% 2,250 $388K
Fairfield, Bush & Co. 0.23% Reduce -12.3% 2,247 $387K
VeraBank, N.A. 0.11% No change 2,247 $387K
Bingham Private Wealth, LLC 0.41% — 2,234 $385K
Mattern Wealth Management LLC 0.08% No change 2,228 $384K
Gray Wealth Management Inc. 0.15% No change 2,223 $383K
Advyzon Investment Management, LLC 0.15% — 2,211 $381K
GeoWealth Management, LLC 0.01% Reduce -3.1% 2,205 $380K
Smith Anglin Financial, LLC 0.04% Reduce -0.1% 2,189 $377K
Astoria Portfolio Advisors LLC. 0.13% Add +0.5% 2,227 $377K
First County Bank 0.21% Reduce -5.8% 2,185 $377K
Trust Co. of Vermont 0.02% Reduce -2.5% 2,185 $377K
Burney Co./ 0.01% No change 2,184 $377K
BOS Asset Management, LLC 0.14% Reduce -18.6% 2,180 $376K
Altfest L J & Co. Inc. 0.05% Reduce -8.9% 2,176 $375K
First Foundation Advisors 0.01% Reduce -43.6% 2,174 $375K
Round Rock Advisors LLC 0.08% Reduce -43.9% 2,172 $375K
Aaron Wealth Advisors LLC 0.04% Add +9.3% 2,170 $374K
Opal Wealth Advisors, LLC 0.11% Reduce -16.0% 2,170 $374K
Eagle Ridge Investment Management 0.03% Reduce -4.1% 2,164 $373K
Code Waechter LLC 0.33% Reduce -7.5% 2,163 $373K
Geller Advisors LLC 0.02% Add +56.3% 2,161 $373K
Lincoln Capital Corp. 0.15% Reduce -1.6% 2,152 $371K
Philadelphia Trust Co. 0.03% Reduce -0.2% 2,153 $371K
Dover Advisors, LLC 0.21% No change 2,139 $369K
Bristlecone Advisors, LLC 0.03% No change 2,138 $369K
Aire Advisors, LLC 0.08% Add +0.5% 2,137 $368K
Signet Financial Management, LLC 0.05% Add +1.2% 2,135 $368K
Hopwood Financial Services, Inc. 0.28% — 2,130 $367K
Certified Advisory Corp 0.04% Reduce -4.3% 2,129 $367K
Vaughan David Investments LLC 0.01% Reduce -1.2% 2,129 $367K
Essex LLC 0.08% Reduce -3.0% 2,127 $367K
Rockland Trust Co. 0.02% No change 2,125 $366K
Pennington Partners & Co., LLC 0.18% — 2,118 $365K
Catalina Capital Group, LLC 0.12% Add +3.2% 2,117 $365K
Trustmark Bank Trust Department 0.03% Add +0.7% 2,115 $365K
Associated Banc-Corp 0.01% No change 2,115 $365K
Hutchinson Capital Management 0.07% Add +0.1% 2,109 $364K
Tower Bridge Advisors 0.04% No change 2,109 $364K
Ostrum Asset Management 0.03% Add +111.0% 2,108 $363K
PDS Planning, Inc 0.03% Add +0.5% 2,105 $363K
Bank Pictet & Cie (Europe) AG 0.01% No change 2,100 $362K
Cora Capital Advisors LLC 0.17% Reduce -50.8% 2,097 $362K
AA Financial Advisors, LLC 0.10% Add +0.6% 2,091 $361K
Renasant Bank 0.23% Reduce -5.3% 2,090 $360K
Traphagen Investment Advisors LLC 0.04% Add +0.2% 2,078 $358K
All Terrain Financial Advisors, LLC 0.14% Add +0.4% 2,072 $357K
Fonville Wealth Management LLC 0.12% No change 2,070 $357K
MJP Associates Inc. 0.06% Add +7.8% 2,067 $356K
Concourse Financial Group Securities, Inc. 0.02% Reduce -7.4% 1,949 $356K
Robotti Robert 0.06% New 717 $356K
Zimmermann Investment Management & Planning LLC 15.67% — 2,061 $355K
Cromwell Holdings LLC 0.20% No change 2,059 $355K
Wolff Financial Management LLC 0.10% Add +0.1% 2,047 $353K
Northside Capital Management, LLC 0.09% Reduce -25.7% 2,045 $353K
44 Wealth Management LLC 0.14% Reduce -3.6% 2,044 $352K
Berger Financial Group, Inc 0.02% Reduce -5.8% 2,037 $351K
Peddock Capital Advisors, LLC 0.08% No change 2,035 $351K
Sachetta, LLC 0.14% Reduce -0.1% 2,023 $349K
Delta Wealth Advisors LLC 0.33% No change 2,023 $349K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +4.7% 2,018 $348K
Forefront Wealth Management Inc. 0.32% — 2,013 $347K
Grey Ledge Advisors, LLC 0.09% Reduce -5.1% 2,011 $347K
Gagnon Securities LLC 0.07% Reduce -14.8% 2,011 $347K
Summit Financial Wealth Advisors, LLC 0.07% Add +4.6% 1,996 $346K
Clarity Capital Partners LLC 0.18% Add +26.4% 2,004 $346K
Pines Wealth Management, LLC 0.15% — 2,096 $346K
Argus Investors' Counsel, Inc. 0.23% Add +6.7% 2,000 $345K
LFA - Lugano Financial Advisors SA 0.23% No change 2,000 $345K
PACK Private Wealth, LLC 0.20% No change 2,000 $345K
Searle & Co. 0.10% No change 2,000 $345K
Catalyst Funds Management Pty Ltd 0.09% New 2,000 $345K
Alaska Wealth Advisors, LLC 0.05% Reduce -33.3% 2,000 $345K
Deseret Mutual Benefit Administrators 0.17% Add +0.5% 1,997 $344K
Catalyst Financial Partners LLC 0.06% Add +20.9% 1,994 $344K
Lee Financial Co 0.05% Add +0.3% 1,994 $344K
Cadinha & Co. LLC 0.06% Add +3.5% 1,992 $344K
Objective Capital Management, LLC 0.23% Reduce -3.8% 1,991 $343K
Slow Capital, Inc. 0.05% No change 1,990 $343K
Maltin Wealth Management, Inc. 0.17% Add +0.2% 1,984 $342K
Walled Lake Planning & Wealth Management, LLC 0.13% Add +30.9% 1,978 $341K
Autumn Glory Partners, LLC 0.17% Reduce -50.0% 1,970 $340K
Second Line Capital, LLC 0.09% Reduce -17.6% 1,959 $338K
Legacy Bridge, LLC 0.18% No change 1,955 $337K
JTC Employer Solutions Trustee Ltd 0.02% No change 1,960 $337K
Headland Capital, LLC 0.12% — 1,953 $337K
PFG Advisors 0.02% Reduce -0.7% 1,948 $336K
Baker Avenue Asset Management, LP 0.01% Add +33.7% 1,948 $336K
Clark Capital Management Group, Inc. 0.00% New 1,941 $335K
Bestgate Wealth Advisors, LLC 0.67% — 1,941 $335K
CCG Wealth Management, LLC 0.19% Reduce -0.4% 1,937 $334K
RIA Advisory Group LLC 0.11% Add +13.9% 1,936 $334K
Huntleigh Advisors, Inc. 0.07% — 1,935 $334K
Everett Harris & Co. 0.00% Reduce -0.8% 1,933 $333K
Cypress Wealth Services, LLC 0.07% Add +1.1% 1,932 $333K
W Advisors, LLC 0.21% No change 1,926 $332K
Bright Futures Wealth Management, LLC. 0.30% Reduce -49.6% 1,783 $331K
Vicus Capital 0.03% New 1,911 $330K
CYBER HORNET ETFs LLC 0.32% Add +0.8% 1,906 $329K
Charles Schwab Trust Co 0.03% No change 1,901 $328K
Shufro Rose & Co. LLC 0.03% Reduce -9.1% 1,900 $328K
Vestmark Advisory Solutions, Inc. 0.01% New 1,893 $326K
Covenant Partners, LLC 0.10% Reduce -0.1% 1,890 $326K
Penserra Capital Management LLC 0.01% Add +3048.3% 1,889 $325K
Oak Ridge Investments LLC 0.03% No change 1,881 $324K
Omnia Family Wealth, LLC 0.13% Reduce -0.7% 1,868 $322K
Stonebridge Capital Advisors LLC 0.03% Add +11.3% 1,865 $322K
Oakworth Capital, Inc. 0.02% No change 1,864 $321K
Regent Peak Wealth Advisors LLC 0.07% Add +5.6% 1,861 $321K
Alerus Financial NA 0.02% Reduce -0.7% 1,859 $321K
Full Sail Capital, LLC 0.02% No change 1,854 $320K
Brooklyn Investment Group 0.09% Add +4.1% 1,840 $317K
Sherbrooke Park Advisers LLC 0.10% New 1,829 $315K
Chris Bulman Inc 0.20% Add +17.7% 1,829 $315K
Bank Hapoalim BM 0.05% Reduce -1.6% 1,828 $315K
Flagship Wealth Advisors, LLC 0.18% — 1,822 $314K
Indiana Trust & Investment Management Co 0.11% No change 1,818 $313K
Childress Capital Advisors, LLC 0.09% Add +7.5% 1,815 $313K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -12.1% 1,812 $312K
Culbertson A N & Co. Inc. 0.05% No change 1,800 $310K
Sivia Capital Partners, LLC 0.15% Add +1.1% 1,794 $309K
Parkside Advisors LLC 0.07% No change 1,787 $308K
Jupiter Asset Management Ltd. 0.00% New 1,783 $307K
West Family Investments, Inc. 0.11% Reduce -0.9% 1,779 $307K
Faithward Advisors, LLC 0.05% Reduce -42.6% 1,778 $307K
Selective Wealth Management, Inc. 0.12% No change 1,810 $306K
Bank of Nova Scotia Trust Co. 0.03% Reduce -15.1% 1,770 $305K
GHP Investment Advisors, Inc. 0.01% Add +4.4% 1,767 $305K
Tableaux LLC 0.25% — 1,765 $304K
Americana Partners, LLC 0.01% Add +12.1% 1,765 $304K
Mystic Asset Management, Inc. 0.08% Add +9.1% 1,764 $304K
Johnson Financial Group, Inc. 0.01% Add +31.4% 1,711 $303K
Cynosure Group, LLC 0.05% Reduce -53.0% 1,757 $303K
Delta Financial Advisors LLC 0.11% Add +0.3% 1,754 $302K
E Fund Management Co., Ltd. 0.02% New 1,751 $302K
Avondale Wealth Management 0.19% Reduce -10.3% 1,750 $302K
Blue Investment Partners LLC 0.11% Reduce -11.2% 1,747 $301K
City State Bank 0.11% No change 1,747 $301K
Kellett Wealth Advisors, LLC 0.21% Reduce -14.7% 1,744 $301K
Kapstone Financial Advisors LLC 0.16% No change 1,615 $299K
Pinnacle Wealth Planning Services, Inc. 0.04% Reduce -20.2% 1,736 $299K
Park Edge Advisors, LLC 0.09% Add +0.1% 1,733 $299K
Madison Asset Management, LLC 0.00% No change 1,731 $298K
Madison Investment Advisors, LLC 0.00% — 1,731 $298K
Laidlaw Wealth Management LLC 0.13% No change 1,730 $298K
Kesler, Norman & Wride, LLC 0.06% Reduce -67.0% 1,730 $298K
Integral Investment Advisors, Inc. 0.10% Reduce -6.1% 1,727 $298K
Perissos Private Wealth Management, LLC 0.22% Add +0.5% 1,720 $297K
Mason & Associates Inc 0.07% No change 1,714 $296K
Builder Investment Group Inc. 0.08% No change 1,711 $295K
Guyasuta Investment Advisors Inc. 0.02% No change 1,700 $293K
Grove Bank & Trust 0.04% No change 1,695 $292K
Summit Global Investments 0.02% Add +8.7% 1,696 $292K
First Bank & Trust 0.06% Add +12.4% 1,690 $291K
McAdam, LLC 0.02% Add +3.9% 1,687 $291K
World Equity Group, Inc. 0.06% New 1,678 $289K
First Citizens Bank & Trust Co. 0.01% Add +12.6% 1,671 $288K
Formidable Asset Management, LLC 0.05% Reduce -5.7% 1,670 $288K
Blankinship & Foster, LLC 0.07% No change 1,669 $288K
Plancorp, LLC 0.01% Add +5.4% 1,663 $287K
Beacon Bank & Trust 0.07% New 1,662 $287K
Silicon Valley Capital Partners 0.03% Reduce -97.1% 1,662 $286K
Hoxton Planning & Management, LLC 0.11% Reduce -4.7% 1,661 $286K
Donor Advised Charitable Giving, Inc. 0.01% No change 1,659 $286K
X-Square Capital, LLC 0.12% Add +0.4% 1,659 $286K
Silver Oak Securities, Incorporated 0.03% New 1,659 $285K
Schwarz Dygos Wheeler Investment Advisors LLC 0.07% Add +0.3% 1,655 $285K
Park Place Capital Corp 0.08% Add +0.3% 1,648 $284K
Allianz SE 0.01% No change 1,650 $284K
Novare Capital Management LLC 0.02% Reduce -3.5% 1,646 $284K
ZWJ Investment Counsel Inc. 0.01% No change 1,640 $283K
Lee Danner & Bass Inc. 0.02% No change 1,638 $282K
WealthShield Partners, LLC 0.04% No change 1,630 $281K
Quent Capital, LLC 0.03% Add +3.0% 1,626 $280K
Pegasus Asset Management, Inc. 0.11% No change 1,625 $280K
Chesapeake Wealth Management 0.10% Reduce -0.9% 1,623 $280K
Massachusetts Financial Services Co. 0.00% New 1,621 $279K
Integrated Investment Consultants, LLC 0.06% Add +6.6% 1,617 $279K
Facet Wealth, Inc. 0.01% Reduce -4.9% 1,634 $278K
Centerpoint Advisory Group 0.27% — 1,597 $275K
Canandaigua National Bank & Trust Co. 0.03% No change 1,596 $275K
Pitcairn Co. 0.02% Add +0.6% 1,596 $275K
Capital Asset Advisory Services LLC 0.01% Reduce -17.1% 1,564 $275K
Cathy Pareto & Associates, Inc. 0.25% — 1,589 $274K
Charter Oak Capital Management, LLC 0.03% Add +0.5% 1,588 $274K
BIP Wealth, LLC 0.02% Add +2.3% 1,585 $273K
Wealth Architects, LLC 0.03% Add +1.3% 1,584 $273K
Leigh Baldwin & Co., LLC 0.23% — 1,581 $273K
Atala Financial Inc 0.19% — 1,581 $273K
Planning Directions Inc. 0.16% Add +2.4% 1,578 $272K
Asset Advisors Investment Management, LLC 0.03% No change 1,570 $271K
Warther Private Wealth, LLC 0.09% Add +0.6% 1,569 $271K
Summit X, LLC 0.06% New 1,566 $270K
AMG National Trust Bank 0.01% Add +3.0% 1,566 $270K
Princeton Capital Management LLC 0.08% No change 1,565 $270K
Spinnaker Investment Group, LLC 0.07% Reduce -13.4% 1,563 $269K
Money Concepts Capital Corp. 0.02% New 1,561 $269K
Fairvoy Private Wealth, LLC 0.07% — 1,561 $269K
JSF Financial, LLC 0.07% Reduce -17.2% 1,560 $269K
Northstar Advisory Group, LLC 0.14% No change 1,559 $269K
GC Wealth Management RIA, LLC 0.05% New 1,558 $269K
Everhart Financial Group, Inc. 0.06% New 1,555 $268K
Pathway Financial Advisers, LLC 0.09% Reduce -99.3% 1,552 $268K
Nautilus Advisors LLC 0.21% — 1,550 $267K
First Citizens Financial Corp 0.15% New 1,550 $267K
Lakeridge Wealth Management LLC 0.14% Add +0.4% 1,549 $267K
D'Orazio & Associates, Inc. 0.04% Add +1.1% 1,537 $265K
Carnegie Investment Counsel 0.01% Add +7.0% 1,536 $265K
Columbia Asset Management 0.05% No change 1,531 $264K
Bey-Douglas LLC 0.23% No change 1,530 $264K
Atlas Brown,Inc. 0.09% Add +8.2% 1,526 $263K
Alpha Financial Partners LLC 0.21% New 1,525 $263K
Horizon Bancorp Inc. 0.12% Add +1.2% 1,528 $263K
Birchcreek Wealth Management, LLC 0.16% Reduce -14.1% 1,521 $262K
Caisse Des Depots Et Consignations 0.01% — 1,521 $262K
Biltmore Family Office, LLC 0.04% No change 1,517 $262K
Kathleen S. Wright Associates Inc. 0.11% Reduce -13.0% 1,514 $261K
Vestor Capital, LLC 0.02% Add +60.3% 1,512 $261K
ESL Trust Services, LLC 0.06% Add +12500.0% 1,512 $261K
PFG Private Wealth Management, LLC 0.15% Reduce -0.7% 1,508 $260K
Clay Northam Wealth Management, LLC 0.17% No change 1,500 $259K
Bedell Frazier Investment Counselling, LLC 0.06% No change 1,500 $259K
Cambridge Advisors Inc. 0.06% No change 1,500 $259K
Capital Investment Counsel, Inc 0.04% No change 1,500 $259K
LVZ, Inc. 0.03% No change 1,500 $259K
Middleton & Co. Inc. 0.03% No change 1,500 $259K
Tompkins Financial Corp. 0.02% No change 1,500 $259K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -0.7% 1,495 $258K
Cidel Asset Management Inc. 0.02% Reduce -7.6% 1,491 $257K
Resonant Capital Advisors, LLC 0.02% Add +7.7% 1,482 $256K
Levin Capital Strategies, L.P. 0.02% No change 1,480 $255K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% Add +1.8% 1,478 $255K
BCS Wealth Management 0.06% Add +0.1% 1,472 $254K
AlphaStar Capital Management, LLC 0.03% New 1,460 $252K
Bantamac Capital, LLC 0.11% Add +9.7% 1,457 $251K
Exencial Wealth Advisors, LLC 0.01% Reduce -0.5% 1,457 $251K
Armbruster Capital Management, Inc. 0.05% No change 1,455 $251K
Kolinsky Wealth Management, LLC 0.15% Reduce -0.1% 1,454 $251K
Private Portfolio Partners LLC 0.05% Add +8.4% 1,451 $250K
Foundation Wealth Management, LLC\PA 0.12% — 1,450 $250K
Doheny Asset Management 0.19% Reduce -15.9% 1,450 $250K
Black Diamond Financial, LLC 0.04% Add +0.1% 1,449 $250K
Y.D. More Investments Ltd 0.02% Add +30.2% 2,343 $250K
LVM Capital Management Ltd. 0.03% New 1,443 $249K
Drive Wealth Management, LLC 0.06% Add +3.1% 1,444 $249K
Taylor & Morgan Wealth Management, LLC 0.17% No change 1,442 $249K
Doliver Advisors, LP 0.07% New 1,440 $248K
Pioneer Trust Bank N A 0.06% No change 1,440 $248K
Jessup Wealth Management, Inc 0.11% New 1,439 $248K
Riversedge Advisors, LLC 0.06% Add +3.4% 1,429 $246K
Bennett Selby Investments LP 0.10% No change 1,427 $246K
Symphony Financial, Ltd. Co. 0.04% Reduce -24.2% 1,349 $245K
Weiss Asset Management LP 0.01% New 1,414 $244K
Members Advisory Group LLC 0.10% Add +0.1% 1,401 $242K
Blodgett Wealth Advisors, LLC 0.19% Add +0.2% 1,400 $241K
Benin Management CORP 0.07% No change 1,400 $241K
Single Point Partners, LLC 0.06% No change 1,396 $241K
Battery Global Advisors, LLC 0.13% Add +0.1% 1,397 $241K
Charter Research & Investment Group, Inc. 0.18% No change 1,385 $239K
Greenwood Gearhart LLC 0.02% Reduce -9.0% 1,385 $239K
Eagle Bay Advisors LLC 0.15% Reduce -11.1% 1,384 $239K
Wealth Advisory Solutions, LLC 0.07% Add +0.7% 1,380 $238K
Mitchell McLeod Pugh & Williams Inc. 0.05% Reduce -42.0% 1,380 $238K
BTC Capital Management, Inc. 0.02% No change 1,380 $238K
Promus Capital, LLC 0.18% — 1,376 $237K
Emprise Bank 0.13% No change 1,375 $237K
Sepio Capital, LP 0.02% Reduce -0.9% 1,372 $237K
1858 Wealth Management, LLC 0.19% No change 1,365 $235K
D. E. Shaw & Co. 0.00% Reduce -95.9% 1,361 $235K
MTM Investment Management, LLC 0.09% New 1,358 $234K
Integrity Alliance, Llc. 0.03% — 1,356 $234K
Jackson Hole Capital Partners, LLC 0.05% Reduce -2.6% 1,355 $234K
Canvas Wealth Advisors, LLC 0.06% Reduce -4.6% 1,352 $233K
SGL Investment Advisors, Inc. 0.12% New 1,447 $233K
R.H. Investment Group, LLC 0.22% — 1,350 $233K
Liberty Square Wealth Partners LLC 0.08% — 1,412 $233K
Lecap Asset Management Ltd. 0.06% New 1,349 $233K
Wealth Dimensions Group, Ltd. 0.06% Reduce -9.2% 1,347 $232K
Sutton Place Investors LLC 0.13% New 1,347 $232K
CVA Family Office, LLC 0.04% Add +10.2% 1,347 $232K
SPC Financial, Inc. 0.02% New 1,344 $232K
Legacy Capital Wealth Partners, LLC 0.06% Reduce -3.7% 1,336 $230K
Weaver Consulting Group 0.07% No change 1,336 $230K
Barrett & Company, Inc. 0.10% Add +0.3% 1,334 $230K
Aries Wealth Management 0.06% No change 1,333 $230K
Serenus Wealth Advisors, LLC 0.04% — 1,329 $229K
Global Financial Private Client, LLC 0.09% Add +0.2% 1,325 $228K
Everstar Asset Management, LLC 0.16% Add +0.6% 1,321 $228K
Taurus Asset Management, LLC 0.02% No change 1,315 $227K
Voisard Asset Management Group, Inc. 0.08% Reduce -0.1% 1,310 $226K
Portside Wealth Group, LLC 0.04% Reduce -0.4% 1,310 $226K
CFM Wealth Partners LLC 0.04% No change 1,307 $225K
West Wealth Group, LLC 0.07% New 1,301 $224K
Archford Capital Strategies, LLC 0.03% Add +0.2% 1,301 $224K
Main Street Research LLC 0.01% Reduce -5.3% 1,301 $224K
Weybosset Research & Management LLC 0.08% New 1,299 $224K
SLT Holdings LLC 0.22% — 1,294 $223K
Cypress Point Wealth Management, LLC 0.07% Reduce -11.8% 1,290 $222K
Centiva Capital, LP 0.01% New 1,284 $221K
Smallwood Wealth Investment Management, LLC 0.15% New 1,281 $221K
Baron Financial Group, LLC 0.14% New 1,275 $220K
Bouchey Financial Group, Ltd. 0.02% New 1,271 $219K
Meadow Creek Wealth Advisors LLC 0.16% New 1,262 $218K
Evernest Financial Advisors, LLC 0.06% New 1,261 $217K
American Trust 0.02% New 1,261 $217K
BNP Paribas 0.00% Reduce -26.7% 1,260 $217K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -16.5% 1,190 $217K
Sage Investment Counsel LLC 0.28% — 1,251 $216K
Watershed Private Wealth LLC 0.08% Reduce -30.5% 1,251 $216K
Walkner Condon Financial Advisors LLC 0.04% New 1,250 $216K
Aspire Capital Advisors LLC 0.06% New 1,248 $215K
Bridges Investment Management Inc. 0.00% New 1,248 $215K
Aspiring Ventures, LLC 0.14% — 1,196 $215K
Ridgecrest Wealth Partners, LLC 0.12% Reduce -54.9% 1,240 $214K
American Trust Investment Advisors, LLC 0.09% New 1,240 $214K
Smith Thornton Advisors LLC 0.13% New 1,238 $213K
Firethorn Wealth Partners, LLC 0.11% New 1,232 $212K
Commonwealth Financial Services, LLC 0.04% New 1,228 $212K
Cerro Pacific Wealth Advisors LLC 0.07% New 1,377 $211K
One Wealth Capital Management, LLC 0.11% — 1,219 $210K
Attessa Capital LLC 0.14% — 1,215 $209K
Patton Albertson Miller Group, LLC 0.03% New 1,215 $209K
V-Square Quantitative Management LLC 0.03% Reduce -18.1% 1,213 $209K
Act Wealth Management, LLC 0.10% Reduce -22.9% 1,210 $209K
Hohimer Wealth Management, LLC 0.04% New 1,202 $207K
Indie Asset Partners, LLC 0.16% New 1,202 $207K
CenterStar Asset Management, LLC 0.45% New 1,203 $207K
Arlington Trust Co LLC 0.04% No change 1,201 $207K
Lipe & Dalton 0.11% Reduce -14.3% 1,200 $207K
Cornerstone Wealth Advisors, Inc. 0.06% New 1,200 $207K
Monetary Management Group Inc. 0.05% No change 1,200 $207K
Shay Capital LLC 0.05% New 1,200 $207K
Stordahl Capital Management, Inc. 0.05% New 1,200 $207K
New Wave Wealth Advisors LLC 0.08% Reduce -27.6% 1,199 $207K
Moment Partners, LLC 0.04% — 1,192 $206K
AlTi Global, Inc. 0.01% New 1,187 $205K
Slagle Financial, LLC 0.09% Reduce -19.1% 1,189 $205K
Blue Chip Partners, LLC 0.02% Add +1.5% 1,189 $205K
Values Added Financial LLC 0.12% New 1,187 $205K
Insight Wealth Partners, LLC 0.13% Reduce -31.6% 1,183 $204K
Israel Discount Bank of New York 0.15% New 1,180 $203K
Quilter Plc 0.00% New 1,180 $203K
Hoertkorn Richard Charles 0.08% No change 1,175 $203K
Note Advisors, LLC 0.18% — 1,174 $202K
Cable Hill Partners, LLC 0.02% New 1,173 $202K
Capital Square, LLC 0.11% New 1,083 $202K
Retirement Investment Advisors, Inc. 0.02% New 1,169 $202K
Rice Partnership, LLC 0.04% New 1,169 $201K
Circle Wealth Management, LLC 0.00% New 1,164 $201K
Gold Investment Management Ltd. 0.08% No change 1,159 $200K
Bellwether Advisors, LLC 0.04% New 1,137 $196K
Delta Asset Management LLC 0.02% Reduce -1.4% 1,065 $184K
Icon Wealth Advisors, LLC 0.01% Reduce -17.5% 1,040 $179K
Loomis Sayles & Co. L P 0.00% Add +8.3% 1,027 $177K
USA Financial Formulas 0.03% New 1,024 $177K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.09% New 1,020 $176K
Valley Forge Investment Consultants Inc. Adv 0.06% New 1,004 $173K
Islay Capital Management, LLC 0.12% No change 1,000 $172K
Atticus Wealth Management, LLC 0.05% No change 1,000 $172K
Quintet Private Bank (Europe) S.A. 0.01% Add +0.4% 1,000 $172K
Main Street Group, LTD 0.07% Add +65.6% 995 $172K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +3.2% 991 $171K
Pension & Wealth Management Advisors, Inc. 0.07% Add +28.9% 973 $168K
Pingora Partners LLC 0.11% Reduce -24.0% 950 $164K
McIlrath & Eck, LLC 0.02% Reduce -7.2% 946 $163K
Sound Income Strategies, LLC 0.01% Add +23.7% 944 $163K
Aventura Private Wealth, LLC 0.09% — 932 $161K
Evelyn Partners Asset Management Ltd 0.04% — 925 $159K
Covestor Ltd 0.10% Reduce -14.8% 913 $157K
Asset Dedication, LLC 0.01% Add +0.5% 902 $156K
Acropolis Investment Management, LLC 0.01% No change 902 $156K
Future Financial Wealth Managment LLC 0.11% No change 900 $155K
Global Trust Asset Management, LLC 0.06% No change 900 $155K
Physician Wealth Advisors, Inc. 0.03% New 882 $152K
Davis Capital Management 0.12% Add +0.2% 879 $151K
Cape Investment Advisory, Inc. 0.06% Add +1474.5% 866 $149K
Plante Moran Financial Advisors, LLC 0.01% Add +64.3% 828 $143K
MV Capital Management, Inc. 0.01% Reduce -0.2% 817 $141K
Tortoise Investment Management, LLC 0.01% No change 808 $139K
West Paces Advisors Inc. 0.03% No change 800 $138K
Centennial Bank 0.06% No change 780 $134K
Laurel Wealth Advisors LLC 0.02% Add +181.8% 775 $134K
Bruce G. Allen Investments, LLC 0.11% Add +5.2% 771 $133K
Center for Financial Planning, Inc. 0.02% Add +18.5% 770 $133K
West Financial Advisors, LLC 0.03% Add +335.2% 766 $132K
Provenance Wealth Advisors, LLC 0.02% No change 764 $132K
Plato Investment Management Ltd 0.01% No change 759 $131K
Atlantic Private Wealth, LLC 0.10% No change 750 $129K
Cetera Trust Company, N.A 0.08% No change 750 $129K
Crews Bank & Trust 0.02% — 749 $129K
Householder Group Estate & Retirement Specialist, LLC 0.10% Reduce -35.2% 745 $128K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% No change 740 $128K
Washington Trust Advisors, Inc. 0.01% Reduce -38.8% 739 $127K
Sugarloaf Wealth Management, LLC 0.02% Add +0.6% 722 $124K
City Holding Co. 0.02% No change 712 $123K
Van Hulzen Asset Management, LLC 0.01% New 704 $121K
Thompson Investment Management, Inc. 0.02% No change 700 $121K
Wolverine Asset Management LLC 0.01% No change 700 $121K
MCF Advisors LLC 0.01% Reduce -41.9% 699 $120K
Tanglewood Legacy Advisors, LLC 0.05% Add +0.6% 690 $119K
Western Pacific Wealth Management, LP 0.10% Add +3.0% 689 $119K
Strategic Investment Solutions, Inc. 0.04% No change 688 $118K
Hemington Wealth Management 0.03% Add +16.9% 679 $117K
Riggs Asset Managment Co. Inc. 0.03% Reduce -51.1% 669 $115K
Clearstead Trust, LLC 0.02% No change 653 $113K
WPG Advisers, LLC 0.10% — 648 $112K
Bank of New Hampshire 0.03% No change 635 $109K
Avalon Trust Co 0.01% No change 633 $109K
SJS Investment Consulting Inc. 0.02% Add +3.6% 632 $109K
Beacon Capital Management, LLC 0.01% Add +0.2% 624 $108K
Centerpoint Advisors, LLC 0.04% No change 600 $103K
Stelac Advisory Services LLC 0.04% New 592 $102K
Ritter Daniher Financial Advisory LLC / DE 0.03% Reduce -45.9% 584 $101K
Financial Perspectives, Inc 0.03% No change 560 $97K
Tower View Wealth Management LLC 0.05% Add +1.5% 548 $94K
WR Wealth Planners, LLC 0.03% Reduce -9.7% 541 $93K
Beaird Harris Wealth Management, LLC 0.01% Add +75.3% 531 $92K
iA Global Asset Management Inc. 0.00% New 513 $88K
Fourth Dimension Wealth, LLC 0.04% — 500 $86K
Transcendent Capital Group LLC 0.04% No change 500 $86K
High Note Wealth, LLC 0.02% New 480 $83K
Hartford Financial Management Inc. 0.02% Reduce -8.8% 479 $83K
Bfsg, LLC 0.01% Reduce -17.4% 476 $82K
Rosenberg Matthew Hamilton 0.02% Add +22.1% 469 $81K
PFS Partners, LLC 0.04% Add +0.2% 468 $81K
Wolff Wiese Magana LLC 0.05% Reduce -10.9% 464 $80K
Blue Bell Private Wealth Management, LLC 0.02% Reduce -1.5% 462 $80K
First Financial Corp. 0.04% No change 451 $78K
Vermillion & White Wealth Management Group, LLC 0.05% No change 432 $75K
Coppell Advisory Solutions LLC 0.01% Add +60.8% 426 $73K
Oliver Lagore Vanvalin Investment Group 0.02% No change 420 $72K
Millstone Evans Group, LLC 0.05% — 417 $72K
Wintrust Investments LLC 0.06% Reduce -64.3% 410 $70K
Pinnacle Bancorp, Inc. 0.02% No change 400 $69K
Kestra Investment Management, LLC 0.00% New 385 $66K
FSA Wealth Management LLC 0.03% Reduce -17.4% 380 $66K
Riverview Trust Co 0.06% No change 379 $65K
BOK Financial Private Wealth, Inc. 0.00% Add +4.1% 377 $65K
Hazlett, Burt & Watson, Inc. 0.03% Add +36.2% 376 $65K
Ruedi Wealth Management, Inc. 0.02% No change 375 $65K
Addison Advisors LLC 0.02% Add +0.6% 365 $63K
Catalyst Capital Advisors LLC 0.00% Reduce -18.2% 363 $63K
WealthTrak Capital Management LLC 0.05% — 355 $61K
Citizens National Bank Trust Department 0.01% No change 352 $61K
Annis Gardner Whiting Capital Advisors, LLC 0.02% No change 350 $60K
AllSquare Wealth Management LLC 0.03% No change 346 $60K
GW&K Investment Management, LLC 0.00% Add +0.3% 342 $59K
Nemes Rush Group LLC 0.01% Add +49.8% 334 $58K
Hantz Financial Services, Inc. 0.00% Add +16.1% 332 $57K
Silvant Capital Management LLC 0.00% No change 315 $54K
DHJJ Financial Advisors, Ltd. 0.02% No change 312 $54K
Transce3nd, LLC 0.02% — 305 $53K
Stonebridge Financial Group, LLC 0.01% — 289 $50K
Webster Bank, N. A. 0.01% Add +50.0% 282 $49K
ORG Partners LLC 0.01% Add +232.1% 279 $48K
Evelyn Partners Investment Management Services Ltd 0.01% — 278 $48K
Wood Tarver Financial Group, LLC 0.02% — 271 $46K
Tsfg, LLC 0.01% No change 269 $46K
Chesapeake Asset Management LLC 0.04% Reduce -13.0% 260 $45K
Oarsman Capital, Inc. 0.01% Add +31.0% 258 $44K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +18.8% 253 $44K
Raleigh Capital Management Inc. 0.02% Reduce -1.6% 251 $43K
Bank & Trust Co 0.03% No change 237 $41K
Advantage Trust Co 0.02% No change 230 $40K
Acadian Asset Management LLC 0.00% Reduce -51.7% 227 $39K
Kieckhefer Group LLC 0.02% — 225 $39K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 222 $38K
Ogorek Anthony Joseph /NY/ 0.01% New 215 $37K
TFC Financial Management, Inc. 0.01% Reduce -17.7% 214 $37K
Knott David M Jr 0.01% No change 210 $36K
Trust Co 0.00% No change 210 $36K
Putney Financial Group LLC 0.03% — 200 $34K
Comprehensive Financial Planning, Inc. 0.03% — 200 $34K
Berbice Capital Management LLC 0.03% — 200 $34K
Bell Investment Advisors, Inc 0.01% Reduce -2.9% 200 $34K
Bernard Wealth Management Corp. 0.02% — 199 $34K
Roxbury Financial LLC 0.03% — 175 $34K
Murphy & Mullick Capital Management Corp 0.03% — 191 $33K
Meeder Asset Management Inc. 0.00% Reduce -8.3% 188 $32K
Family CFO Inc 0.02% No change 184 $32K
Salomon & Ludwin, LLC 0.00% No change 180 $31K
Centricity Wealth Management, LLC 0.03% — 172 $30K
Zions Bancorporation, N.A. 0.00% No change 167 $29K
Hager Investment Management Services, LLC 0.02% — 162 $28K
Ridgewood Investments LLC 0.01% No change 162 $28K
CGC Financial Services, LLC 0.01% No change 162 $28K
Bangor Savings Bank 0.00% Add +187.5% 161 $28K
Pin Oak Investment Advisors Inc. 0.02% No change 168 $26K
Creative Financial Designs Inc. 0.00% Reduce -37.5% 148 $25K
Abound Wealth Management 0.01% Reduce -42.7% 134 $23K
Halbert Hargrove Global Advisors, LLC 0.00% New 133 $23K
Raffa Wealth Management, LLC 0.01% Add +11.8% 133 $23K
Guardian Wealth Management, Inc. 0.01% Add +0.8% 126 $22K
Valued Wealth Advisors LLC 0.01% Reduce -7.3% 126 $22K
MPWM Advisory Solutions, LLC 0.02% — 126 $22K
DiNuzzo Private Wealth, Inc. 0.00% No change 120 $21K
Clean Yield Group 0.01% No change 120 $21K
Concord Wealth Partners 0.00% No change 119 $21K
NCP Inc. 0.01% Add +0.9% 112 $19K
Painted Porch Advisors LLC 0.01% No change 111 $19K
Jackson, Grant Investment Advisers, Inc. 0.01% Add +0.9% 111 $19K
American National Bank & Trust 0.00% No change 110 $19K
Sierra Ocean, LLC 0.02% — 107 $18K
New Millennium Group LLC 0.01% Add +543.8% 103 $18K
Steph & Co. 0.01% Reduce -33.5% 101 $17K
Mountain Hill Investment Partners Corp. 0.02% — 100 $17K
Bradley & Co. Private Wealth Management, LLC 0.01% — 100 $17K
Tidemark, LLC 0.01% No change 100 $17K
PSI Advisors, LLC 0.01% No change 100 $17K
IAG Wealth Partners, LLC 0.00% No change 100 $17K
Hoey Investments, Inc. 0.00% Reduce -21.3% 100 $17K
Atwood & Palmer Inc. 0.00% No change 100 $17K
Winch Advisory Services, LLC 0.00% No change 93 $16K
Central Pacific Bank - Trust Division 0.00% Reduce -81.0% 92 $16K
Highline Wealth Partners LLC 0.01% Add +69.2% 88 $15K
Kentucky Trust Co 0.01% — 87 $15K
Avion Wealth 0.00% Add +8.6% 88 $15K
Cassady Schiller Wealth Management, LLC 0.01% New 81 $14K
Castleview Partners, LLC 0.01% New 78 $14K
Noble Wealth Management PBC 0.01% — 78 $13K
Pflug Koory, LLC 0.00% No change 68 $12K
Mascoma Wealth Management LLC 0.00% No change 66 $11K
DT Investment Partners, LLC 0.00% No change 66 $11K
Whipplewood Advisors, LLC 0.01% — 64 $11K
Mowery & Schoenfeld Wealth Management, LLC 0.02% New 63 $11K
Cornerstone Planning Group LLC 0.00% Add +13.5% 59 $11K
FPC Investment Advisory, Inc. 0.01% New 54 $10K
2UniFi Bank 0.01% — 49 $8K
Tucker Asset Management LLC 0.00% Reduce -62.6% 46 $8K
Ascentis Wealth Management, LLC 0.00% Reduce -30.8% 45 $8K
SWAN Capital LLC 0.00% No change 44 $8K
Syntax Research, Inc. 0.01% Add +2.3% 44 $8K
CBIZ Investment Advisory Services, LLC 0.00% No change 41 $7K
Clark Wealth Partners 0.01% — 40 $7K
Archer Investment Corp 0.00% No change 36 $6K
Prestige Wealth Management Group LLC 0.00% No change 35 $6K
RE Dickinson Investment Advisors, LLC 0.00% No change 33 $6K
CNB Bank 0.00% No change 33 $6K
NewSquare Capital LLC 0.00% New 33 $6K
Conquis Financial LLC 0.01% — 30 $5K
Alexis Investment Partners, LLC 0.00% — 30 $5K
Financial Management Professionals, Inc. 0.00% Add +30.4% 30 $5K
Pacific Center for Financial Services 0.00% No change 29 $5K
HBC Financial Services, PLLC 0.00% No change 30 $5K
MeadowBrook Investment Advisors LLC 0.00% No change 28 $5K
Contravisory Investment Management, Inc. 0.00% No change 24 $4K
Innovative Advisory Group, LLC 0.00% — 22 $4K
PayPay Securities Corp 0.16% Add +23.5% 21 $4K
Principia Wealth Advisory, LLC 0.00% — 20 $3K
Capital & Planning, LLC 0.00% — 20 $3K
Nvwm, LLC 0.00% No change 20 $3K
TD Capital Management LLC 0.00% Add +0.0% 20 $3K
Granite FO LLC 0.00% No change 18 $3K
Private Wealth Management Group, LLC 0.00% No change 18 $3K
WestEnd Advisors, LLC 0.00% Add +15.4% 15 $3K
Winnacle Wealth LLC 0.00% — 14 $2K
JDM Financial Group LLC 0.00% No change 13 $2K
Trifecta Capital Advisors, LLC 0.00% No change 12 $2K
YANKCOM Partnership 0.00% — 12 $2K
Rakuten Securities, Inc. 0.00% No change 10 $2K
JCIC Asset Management Inc. 0.00% New 9 $2K
True Wealth Design, LLC 0.00% New 7 $1K
Capital A Wealth Management, LLC 0.00% — 6 $1K
Winthrop Capital Management, LLC 0.00% No change 6 $1K
Sugar Maple Asset Management, LLC 0.00% New 5 $862
Parkworth Wealth Management, Inc. 0.00% — 5 $862
Sanctuary Wealth Management, L.L.C. 0.00% No change 5 $862
Lanark Financial, Inc. 0.06% — 3 $659
State of Wyoming 0.00% Reduce -99.0% 3 $517
One River Asset Management, LLC 0.00% New 1 $173
West Branch Capital LLC 0.00% No change 1 $173

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