BlackstoneBX

13F holders, Q2 2025 (June 30)
2,112holders +27
141new positions
112sold out
11famous investors
$149.53avg. 13F price*

At the end of Q2 2025, 2,112 institutions reported holding Blackstone Inc. (BX) in their 13F filings, up 27 from Q1 2025. 141 opened new positions and 112 sold out. The largest holders were Vanguard Group Inc. ($10.4B), BlackRock, Inc. ($7.7B) and Morgan Stanley ($4.7B). 11 famous investors held it, including Tom Gayner (1.6% of Markel Group's portfolio), Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio) and Ken Griffin (0.2% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions141$396.9M
Exits112$226.5M

All 13F filers, Q1 2025 → Q2 2025: 27,293,311 shares bought and 27,133,816 shares sold, net +159,495 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,112 holders

Vanguard Group Inc. 0.17% Add +2.2% 69,492,377 $10.4B
BlackRock, Inc. 0.15% Add +1.8% 51,154,426 $7.7B
Morgan Stanley 0.31% Add +6.0% 31,662,380 $4.7B
State Street Corp. 0.17% Reduce -1.7% 30,950,515 $4.6B
Capital World Investors 0.45% Reduce -14.2% 20,637,832 $3.1B
JPMorgan Chase & Co. 0.19% Reduce -13.4% 18,679,441 $2.8B
Geode Capital Management, LLC 0.17% Add +1.4% 16,542,863 $2.5B
Bank of America Corp. 0.14% Add +1.1% 11,436,533 $1.7B
Royal Bank of Canada 0.28% Add +14.4% 9,626,721 $1.4B
Capital International Investors 0.24% Reduce -20.1% 9,359,514 $1.4B
Edgewood Management LLC 4.11% Reduce -7.0% 8,634,877 $1.3B
Norges Bank 0.13% Add +8.9% 7,162,376 $1.1B
Northern Trust Corp. 0.14% Add +2.0% 6,995,610 $1.0B
UBS Group AG 0.21% Add +6.8% 6,704,742 $1.0B
Janus Henderson Group PLC 0.47% Add +26.3% 6,443,989 $963.9M
Aristotle Capital Management, LLC 1.74% Reduce -1.9% 6,041,513 $903.7M
Goldman Sachs Group Inc. 0.13% Add +9.3% 5,476,629 $819.2M
Wells Fargo & Company 0.18% Add +3.2% 5,313,275 $794.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.15% Add +15.9% 4,972,757 $743.8M
Legal & General Group Plc 0.17% Add +4.7% 4,532,941 $678.0M
Charles Schwab Investment Management Inc. 0.11% Add +1.1% 4,200,194 $628.3M
CIBC Private Wealth Group LLC 1.09% Add +1.0% 4,084,704 $611.0M
Bank of New York Mellon Corp 0.11% Reduce -6.7% 4,053,802 $606.4M
Neuberger Berman Group LLC 0.45% Add +0.2% 3,911,136 $585.0M
Lazard Asset Management LLC 0.87% Add +31.9% 3,803,344 $568.9M
Invesco Ltd. 0.09% Reduce -30.1% 3,690,732 $552.1M
Ameriprise Financial Inc. 0.12% Add +11.5% 3,185,644 $476.8M
Capital Research Global Investors 0.10% Add +157.2% 3,183,273 $476.2M
Amundi 0.15% Add +19.9% 2,904,030 $444.5M
FMR LLC 0.02% Add +12.7% 2,727,071 $407.9M
Barclays PLC 0.14% Reduce -49.0% 2,336,580 $349.5M
Beck Mack & Oliver LLC 6.33% Reduce -1.9% 2,216,245 $331.5M
Deutsche Bank AG 0.11% Reduce -3.2% 2,000,961 $299.3M
Nuveen, LLC 0.08% Add +77.3% 1,921,855 $287.5M
Raymond James Financial Inc. 0.09% Add +0.2% 1,806,576 $270.2M
SurgoCap Partners LP 9.94% Add +28.1% 1,733,315 $259.3M
HighTower Advisors, LLC 0.32% Add +8.8% 1,704,170 $254.9M
Sumitomo Mitsui Trust Group, Inc. 0.16% Add +3.3% 1,684,829 $252.0M
HSBC Holdings PLC 0.16% Reduce -8.9% 1,649,507 $246.9M
National Philanthropic Trust 3.23% Reduce -12.7% 1,610,974 $241.0M
Franklin Resources Inc. 0.06% Add +5.0% 1,528,407 $228.6M
National Pension Service 0.19% Add +3.6% 1,467,122 $219.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.17% Add +7.8% 1,392,425 $208.3M
Dimensional Fund Advisors LP 0.05% Add +8.4% 1,382,238 $206.8M
T. Rowe Price Associates Inc. 0.02% Add +29.6% 1,381,115 $206.6M
Evercore Wealth Management, LLC 3.16% Add +0.0% 1,358,268 $203.2M
Blair William & Co. 0.56% Add +0.7% 1,355,932 $202.8M
Rhumbline Advisers 0.17% Reduce -0.3% 1,321,109 $197.6M
Stifel Financial Corp. 0.19% Add +6.7% 1,319,377 $197.4M
Citadel Advisors 0.17% Add +3.6% 1,308,028 $195.7M
Brown Advisory Inc. 0.25% Reduce -0.2% 1,254,121 $187.6M
National Bank of Canada 0.20% Reduce -1.4% 1,252,080 $187.3M
Fayez Sarofim & Co 0.45% Add +3.6% 1,246,371 $186.4M
Markel Group 1.55% No change 1,229,000 $183.8M
PNC Financial Services Group, Inc. 0.12% Add +1.0% 1,195,709 $178.9M
LPL Financial LLC 0.06% Add +3.9% 1,190,016 $178.0M
Heard Capital LLC 9.06% Add +5.4% 1,159,720 $173.5M
Qube Research & Technologies Ltd 0.23% Reduce -15.9% 1,117,689 $167.2M
California State Teachers Retirement System 0.18% Add +0.4% 1,111,720 $166.3M
Canada Pension Plan Investment Board 0.14% Add +115.4% 1,088,786 $162.9M
BNP Paribas Financial Markets 0.12% Reduce -38.8% 1,011,339 $151.3M
Cryder Capital Partners LLP 8.40% Add +7.1% 997,317 $149.2M
Ensign Peak Advisors, Inc 0.25% Reduce -7.1% 977,766 $146.3M
NorthCoast Asset Management LLC 0.59% Add +9.6% 920,535 $137.7M
New York State Common Retirement Fund 0.18% No change 890,134 $133.1M
Mackenzie Financial Corp. 0.17% Reduce -14.9% 885,898 $132.5M
Alliancebernstein L.P. 0.04% Add +14.9% 885,456 $132.4M
Bank of Montreal 0.06% Reduce -13.4% 854,976 $127.9M
John & Kathleen Schreiber Foundation 88.29% Reduce -1.5% 836,193 $125.1M
Principal Financial Group Inc. 0.06% Reduce -7.7% 810,761 $121.3M
Healthcare of Ontario Pension Plan Trust Fund 0.24% Add +179.7% 801,907 $119.9M
Advisors Capital Management, LLC 1.66% Add +5.0% 799,549 $119.6M
NewEdge Wealth, LLC 1.79% Add +25.1% 682,407 $114.4M
Commonwealth Equity Services, LLC 0.15% Reduce -1.3% 736,637 $110.2M
Bessemer Group Inc. 0.18% Reduce -23.0% 733,848 $109.8M
First Financial Bankshares Inc 2.44% Add +0.1% 728,911 $109.0M
Citigroup Inc. 0.08% Reduce -32.8% 721,919 $108.0M
Rockefeller Capital Management L.P. 0.24% Add +4.4% 721,523 $107.9M
State Board of Administration of Florida Retirement System 0.19% Add +1.6% 699,006 $104.6M
Natixis Advisors, LLC 0.17% Add +52.6% 697,922 $104.4M
Squarepoint Ops LLC 0.23% Add +203.1% 685,431 $102.5M
Macquarie Group Ltd. 0.12% Reduce -12.9% 669,583 $100.2M
Manufacturers Life Insurance Company, The 0.09% Add +2.0% 661,525 $99.0M
Aberdeen Group plc 0.17% Add +5.1% 648,963 $97.4M
Janney Montgomery Scott LLC 0.25% Add +3.1% 647,929 $96.9M
Douglas Lane & Associates, LLC 1.40% Reduce -8.0% 647,748 $96.9M
Fairview Capital Investment Management, LLC 4.98% Reduce -1.1% 643,923 $96.3M
Voloridge Investment Management, LLC 0.34% Reduce -28.1% 621,694 $93.0M
Darlington Partners Capital Management, LP 2.85% No change 599,227 $89.6M
Swiss Life Asset Management Ltd 0.54% Add +3.1% 598,527 $89.5M
Baron Capital (BAMCO) 0.23% Add +12.6% 573,985 $85.9M
CANADA LIFE ASSURANCE Co 0.13% Reduce -0.6% 560,313 $83.9M
Argent Capital Management LLC 2.36% Add +0.6% 552,405 $82.6M
New York State Teachers Retirement System 0.17% Reduce -1.8% 551,816 $82.5M
Adage Capital Partners Gp, L.L.C. 0.13% Reduce -14.1% 522,319 $78.1M
Williams Jones Wealth Management, LLC. 0.93% Reduce -0.7% 521,253 $78.0M
Marshall Wace, LLP 0.09% Reduce -64.2% 521,013 $77.9M
Sanders Morris Harris LLC 18.57% Reduce -2.3% 519,435 $77.7M
Toronto Dominion Bank 0.17% Add +141.0% 518,153 $77.5M
Axiom Investors LLC 0.63% Reduce -69.1% 515,427 $77.1M
Barr E S & Co. 4.39% Reduce -1.6% 511,394 $76.5M
Crestwood Advisors Group, LLC 1.36% Reduce -0.0% 506,969 $75.8M
Aviva PLC 0.16% Add +81.9% 501,472 $75.0M
Wealth Enhancement Advisory Services, LLC 0.12% Add +4.1% 472,152 $73.2M
Compagnie Lombard Odier SCmA 0.93% Reduce -2.8% 469,671 $70.3M
Oribel Capital Management, LP 3.68% New 464,400 $69.5M
Sei Investments Co. 0.08% Reduce -10.6% 452,619 $67.7M
Envestnet Asset Management Inc. 0.02% Add +1.4% 449,566 $67.2M
Bowen Hanes & Co. Inc. 1.65% Add +0.1% 436,131 $65.2M
Nomura Asset Management Co. Ltd. 0.18% Reduce -13.8% 426,787 $63.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.06% Add +3.4% 410,790 $61.4M
Prudential Financial Inc. 0.08% Add +8.8% 409,390 $61.2M
Mariner, LLC 0.09% Reduce -4.6% 401,399 $60.0M
Russell Investments Group, Ltd. 0.08% Add +7.0% 399,477 $59.8M
State of Wisconsin Investment Board 0.15% Reduce -2.4% 398,822 $59.7M
Allen Investment Management, LLC 0.65% Add +3.4% 397,385 $59.4M
Chevy Chase Trust Holdings, LLC 0.17% Add +0.4% 388,052 $58.0M
Sanctuary Advisors, LLC 0.35% Add +5.3% 381,169 $57.0M
Fishman Jay A Ltd. 5.40% Reduce -3.0% 377,120 $56.4M
Bank of Nova Scotia 0.11% Add +2.6% 371,955 $55.6M
Cerity Partners LLC 0.10% Reduce -2.6% 370,878 $55.5M
Pictet Asset Management Holding SA 0.06% Add +7.4% 369,775 $55.3M
Osaic Holdings, Inc. 0.10% Add +2.4% 367,994 $54.9M
Korea Investment CORP 0.12% Add +4.0% 360,933 $54.0M
Schroder Investment Management Group 0.05% Add +5.4% 358,838 $53.7M
Partners Group Holding AG 2.50% Add +1.4% 355,802 $53.2M
Corient Private Wealth LP 0.07% Add +6.5% 348,572 $52.1M
Walnut Private Equity Partners, LLC 30.32% Reduce -0.9% 347,034 $51.9M
APG Asset Management N.V. 0.15% Add +2.8% 402,900 $51.3M
Treasurer of the State of North Carolina 0.16% Add +3.5% 341,912 $51.1M
Whittier Trust Co. 0.61% Add +6.0% 339,265 $50.7M
Cetera Investment Advisers 0.08% Add +11.4% 332,445 $49.7M
Randolph Co Inc 4.99% Add +1.8% 325,599 $48.7M
Commerce Bank 0.29% Add +1.7% 325,482 $48.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.09% Add +20.7% 323,298 $48.4M
Asset Management One Co., Ltd. 0.15% Reduce -3.0% 321,185 $48.0M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.84% Reduce -4.0% 319,060 $47.7M
Kimelman & Baird, LLC 3.85% Reduce -0.3% 316,392 $47.3M
Mitsubishi UFJ Trust & Banking Corp 0.11% Reduce -0.2% 314,203 $47.0M
Storebrand Asset Management As 0.14% Reduce -0.4% 312,039 $46.7M
Public Employees Retirement System of Ohio 0.15% Reduce -0.1% 303,885 $45.5M
Stephens Inc. 0.62% Add +3.5% 302,121 $45.2M
Jane Street Group, LLC 0.07% Add +376.8% 294,492 $44.1M
Howard Capital Management Group, LLC 3.00% Reduce -0.5% 288,589 $43.2M
Atalanta Sosnoff Capital, LLC 0.87% New 285,752 $42.7M
Capital Fund Management S.A. 0.47% Reduce -16.1% 282,534 $42.3M
Moody LYNN Lieberson & Walker, LLC 2.41% Add +0.3% 278,874 $41.7M
Susquehanna International Group, LLP 0.06% Add +194.6% 278,625 $41.7M
State of Tennessee, Department of Treasury 0.15% Reduce -1.3% 273,879 $41.0M
TD Asset Management Inc 0.03% Reduce -5.5% 273,570 $40.9M
Northwestern Mutual Wealth Management Co. 0.03% Add +111.0% 273,388 $40.9M
Cambridge Investment Research Advisors, Inc. 0.12% Add +0.7% 270,474 $40.5M
Capitolis Liquid Global Markets LLC 0.29% New 268,000 $40.1M
Renaissance Technologies 0.05% Add +125.4% 266,700 $39.9M
Handelsbanken Fonder AB 0.14% Add +3.3% 265,376 $39.7M
Creative Planning 0.03% Add +5.8% 265,213 $39.7M
Worldquant Millennium Advisors LLC 0.20% Reduce -64.7% 263,326 $39.4M
Jennison Associates LLC 0.02% Reduce -29.9% 260,365 $38.9M
KLP Kapitalforvaltning As 0.17% Add +6.2% 260,000 $38.9M
LGT Capital Partners LTD. 1.72% Add +17.9% 259,500 $38.8M
Danske Bank A/S 0.10% Add +9.0% 257,956 $38.6M
Country Trust Bank 0.86% Add +3.2% 255,040 $38.1M
Adell Harriman & Carpenter Inc. 2.53% Reduce -0.7% 254,653 $38.1M
Chicago Partners Investment Group LLC 1.08% Add +1.8% 217,317 $37.4M
Aureus Asset Management, LLC 2.37% Reduce -0.7% 247,680 $37.0M
Silvercrest Asset Management Group LLC 0.25% Add +0.2% 246,625 $36.9M
CI Investments Inc. 0.14% Add +54.8% 246,110 $36.8M
Rafferty Asset Management, LLC 0.12% Add +1.6% 245,389 $36.7M
State of New Jersey Common Pension Fund D 0.14% Add +1.1% 244,986 $36.6M
Highlander Partners, L.P. 14.02% Add +48.8% 244,000 $36.5M
Cibc World Market Inc. 0.08% Reduce -4.2% 243,683 $36.5M
Meitav Investment House Ltd. 0.49% Add +91.6% 242,591 $36.3M
Victory Capital Management Inc. 0.02% Add +7.1% 239,683 $35.9M
Private Advisor Group, LLC 0.19% Add +6.2% 239,519 $35.8M
Resona Asset Management Co.,Ltd. 0.17% Add +6.4% 238,432 $35.7M
Baldwin Wealth Partners LLC 2.42% Reduce -2.6% 238,004 $35.6M
Prospera Financial Services Inc 0.66% Add +0.3% 237,895 $35.6M
Comerica Bank 0.14% Add +1.0% 234,874 $35.1M
DNB Asset Management AS 0.14% Reduce -9.7% 230,652 $34.5M
Capital Advisors Inc. 0.61% Add +1.7% 227,479 $34.0M
CapitalatWork S.A. 1.03% Reduce -3.0% 227,094 $34.0M
Swedbank AB 0.04% Add +78.6% 226,353 $33.9M
Bahl & Gaynor LLC 0.17% Add +0.0% 225,945 $33.8M
Ieq Capital, LLC 0.20% Reduce -11.1% 221,245 $33.1M
Integrated Advisors Network LLC 1.49% Add +8.3% 220,210 $32.9M
Skandinaviska Enskilda Banken AB (publ) 0.14% Add +9.6% 220,076 $32.9M
MetLife Investment Management, LLC 0.19% Reduce -0.9% 219,271 $32.8M
Northeast Investment Management 1.40% Reduce -0.8% 218,314 $32.7M
Lansforsakringar Fondforvaltning AB (publ) 0.19% Reduce -6.1% 218,032 $32.6M
Lord, Abbett & Co. LLC 0.11% Reduce -40.7% 217,077 $32.5M
Baltimore-Washington Financial Advisors, Inc. 1.51% Add +5.4% 216,584 $32.4M
Baird Financial Group, Inc. 0.06% Add +16.2% 215,285 $32.2M
KCM Investment Advisors LLC 1.08% Add +2.1% 214,753 $32.1M
Focus Partners Wealth 0.07% Add +3.5% 214,539 $32.1M
Arizona State Retirement System 0.18% Add +5.8% 213,239 $31.9M
Allianz Asset Management GmbH 0.04% Reduce -0.9% 212,165 $31.7M
One Madison Group LLC 3.31% New 210,000 $31.4M
Truist Financial Corp. 0.05% Reduce -2.2% 209,022 $31.3M
TD Waterhouse Canada Inc. 0.22% Add +4.8% 204,357 $31.2M
Castleark Management LLC 0.93% Reduce -46.2% 207,894 $31.1M
Ossiam 0.35% Reduce -4.0% 207,462 $31.0M
Pinnacle Associates Ltd. 0.45% Add +3.7% 207,442 $31.0M
Forsta Ap-Fonden 0.20% Add +3.2% 205,100 $30.7M
STRS Ohio 0.11% Add +4.6% 203,614 $30.5M
Rothschild Investment LLC 1.86% Add +1.0% 198,697 $29.7M
State of Michigan Retirement System 0.15% Reduce -0.1% 198,400 $29.7M
Prana Capital Management, LP 1.07% New 197,910 $29.6M
ARS Investment Partners, LLC 2.15% Add +99.5% 197,002 $29.5M
Alyeska Investment Group, L.P. 0.10% Reduce -26.5% 193,847 $29.0M
Guggenheim Capital LLC 0.23% Add +5.3% 192,211 $28.8M
Tenere Capital LLC 7.28% Add +11.6% 190,100 $28.4M
Archon Partners LLC 3.28% No change 190,000 $28.4M
Quantbot Technologies LP 0.73% Reduce -20.7% 189,435 $28.3M
Sequoia Financial Advisors, LLC 0.19% Add +11.1% 188,475 $28.2M
Destination Wealth Management 0.82% Add +1.6% 187,134 $28.0M
DekaBank Deutsche Girozentrale 0.05% Add +5.4% 180,044 $27.5M
Moran Wealth Management, LLC 0.85% Reduce -1.7% 183,473 $27.4M
Clearbridge Investments, LLC 0.02% Reduce -32.4% 183,012 $27.4M
Voya Investment Management LLC 0.03% Add +1.8% 182,034 $27.2M
Allspring Global Investments Holdings, LLC 0.05% Add +17.8% 177,795 $27.2M
J. L. Bainbridge & Co., Inc. 2.49% Add +0.6% 180,913 $27.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.14% Add +6.9% 178,950 $26.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +12.0% 178,594 $26.7M
Czech National Bank 0.21% Add +6.1% 178,351 $26.7M
Midwest Trust Co 0.36% — 176,230 $26.4M
Xponance LLC 0.22% Add +4.3% 176,012 $26.3M
Neville Rodie & Shaw Inc. 1.93% Reduce -1.6% 174,280 $26.1M
CIBC Asset Management Inc 0.08% Reduce -0.9% 174,227 $26.1M
MML Investors Services, LLC 0.07% Add +8.8% 171,404 $25.6M
Gabelli Funds LLC 0.18% Reduce -3.1% 169,864 $25.4M
Welch Capital Partners LLC 5.62% Add +2.7% 168,826 $25.3M
Natixis 0.12% Add +210.5% 166,895 $25.0M
ProShare Advisors LLC 0.05% Reduce -5.9% 165,668 $24.8M
First Long Island Investors, LLC 1.93% Add +0.2% 164,061 $24.5M
Amalgamated Bank 0.19% Add +5.0% 162,677 $24.3M
Capital International, Inc. 0.24% Reduce -17.9% 162,594 $24.3M
North Star Investment Management Corp. 1.68% Add +0.2% 161,126 $24.1M
D.A. Davidson & Co. 0.17% Add +0.7% 160,582 $24.0M
Captrust Financial Advisors 0.05% Add +11.6% 158,980 $23.8M
Leavell Investment Management, Inc. 1.06% Reduce -2.1% 158,827 $23.8M
Kestra Advisory Services, LLC 0.12% Add +12.3% 158,700 $23.7M
Aquatic Capital Management LLC 0.47% Add +139.4% 156,801 $23.5M
Retirement Systems of Alabama 0.08% Reduce -0.5% 156,569 $23.4M
US Bancorp \de 0.03% Add +3.8% 156,119 $23.4M
Wellington Shields Capital Management, LLC 3.95% Add +1.9% 155,967 $23.3M
Evelyn Partners Investment Management LLP 0.70% Add +1.3% 152,562 $22.8M
Edgemoor Investment Advisors, Inc. 1.97% Reduce -0.5% 151,844 $22.7M
Millennium Management 0.02% Reduce -85.5% 150,145 $22.5M
Public Sector Pension Investment Board 0.10% Reduce -23.3% 150,113 $22.5M
Sonora Investment Management Group, LLC 1.65% Add +5.0% 149,076 $22.3M
Udine Wealth Management, Inc. 11.76% New 15,259 $22.3M
Chilton Investment Co. Inc. 0.49% Add +3.2% 147,563 $22.1M
Cullen/Frost Bankers, Inc. 0.28% Add +2.9% 147,094 $22.0M
Texas Yale Capital Corp. 0.70% Reduce -0.5% 142,874 $21.4M
First Manhattan Co. Llc. 0.06% Add +3.1% 141,334 $21.1M
Group One Trading LLC 0.69% New 140,489 $21.0M
Border to Coast Pensions Partnership Ltd 0.38% No change 140,000 $20.9M
BW Gestao de Investimentos Ltda. 1.97% Add +15.3% 139,230 $20.8M
Quantinno Capital Management LP 0.09% Add +56.1% 138,385 $20.7M
IFM Investors Pty Ltd 0.20% Add +7.6% 137,835 $20.6M
Choreo, LLC 0.29% Add +1.7% 137,462 $20.6M
Schonfeld Strategic Advisors LLC 0.15% Add +3963.7% 136,418 $20.4M
Whittier Trust Co. of Nevada Inc. 0.46% Add +2.8% 135,824 $20.3M
Torray Investment Partners LLC 2.90% Add +296.6% 133,647 $20.0M
QRG Capital Management, Inc. 0.17% Add +4.7% 131,405 $19.7M
Scotia Capital Inc. 0.09% Add +7.1% 129,065 $19.3M
Apollon Wealth Management, LLC 0.38% Add +3.3% 128,899 $19.3M
Amplius Wealth Advisors, LLC 1.79% Add +0.8% 128,541 $19.2M
Oppenheimer & Co. Inc. 0.25% Add +3.6% 128,384 $19.2M
Federation des caisses Desjardins du Quebec 0.08% Add +16.3% 127,914 $19.1M
Teacher Retirement System of Texas 0.08% Reduce -8.1% 127,818 $19.1M
Nisa Investment Advisors, LLC 0.09% Add +10.7% 127,771 $19.1M
M&T Bank Corp 0.06% Reduce -30.8% 124,947 $18.7M
WASHINGTON TRUST Co 0.65% Reduce -0.8% 122,732 $18.4M
SouthState Bank Corp 0.80% Reduce -3.4% 122,525 $18.3M
Royal London Asset Management Ltd. 0.04% Reduce -35.6% 121,572 $18.2M
KBC Group NV 0.05% Add +6.8% 120,257 $18.0M
Susquehanna Fundamental Investments, LLC 0.48% Reduce -50.6% 119,719 $17.9M
Utah Retirement Systems 0.19% Add +0.0% 119,491 $17.9M
Wellington Management Group LLP 0.00% Reduce -28.9% 119,000 $17.8M
USS Investment Management Ltd 0.11% No change 117,672 $17.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.16% Add +19.3% 115,672 $17.3M
Daiwa Securities Group Inc. 0.06% Add +5.3% 114,985 $17.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.10% Reduce -16.9% 114,768 $17.2M
Varma Mutual Pension Insurance Co 0.13% Add +1.3% 113,600 $17.0M
GAMCO Investors 0.17% Add +0.3% 113,453 $17.0M
Jones Financial Companies LLLP 0.01% Add +17.4% 112,169 $16.9M
Fort Sheridan Advisors LLC 2.40% Reduce -2.3% 112,830 $16.9M
O'shaughnessy Asset Management, LLC 0.11% Add +11.0% 111,664 $16.7M
Police & Firemen's Retirement System of New Jersey 0.15% Add +5.9% 111,281 $16.6M
Brevan Howard Capital Management LP 0.18% Add +340.7% 110,977 $16.6M
Sargent Investment Group, LLC 2.24% Add +13.6% 97,800 $16.6M
Stratos Wealth Advisors, LLC 0.88% Reduce -1.8% 110,723 $16.6M
Kids Capital Management, L.P. 13.96% Add +13.4% 110,000 $16.5M
Parsons Capital Management Inc. 0.99% Reduce -0.1% 107,725 $16.1M
Capital International Sarl 0.31% Reduce -22.9% 107,611 $16.1M
Mirador Capital Partners LP 2.59% Add +4.8% 106,747 $16.0M
Mirae Asset Global Investments Co., Ltd. 0.06% Reduce -1.1% 105,532 $15.8M
Mercer Global Advisors Inc. 0.04% Add +4.0% 105,116 $15.7M
SOL Capital Management CO 1.52% Add +11.3% 105,114 $15.7M
Atlantic Union Bankshares Corp 0.35% Add +1964.5% 103,556 $15.5M
1832 Asset Management L.P. 0.03% Add +5.8% 102,770 $15.4M
Princeton Global Asset Management LLC 2.74% Add +0.1% 101,072 $15.1M
New York Life Investment Management LLC 0.14% Add +1.4% 99,195 $14.8M
Calamos Advisors LLC 0.09% No change 97,486 $14.6M
Appleton Partners Inc. 1.03% Add +0.3% 97,463 $14.6M
Burling Wealth Partners, LLC 2.68% Add +0.4% 97,196 $14.5M
Private Capital Advisors, Inc. 1.75% No change 96,261 $14.4M
Public Employees Retirement Association of Colorado 0.06% Reduce -1.4% 96,131 $14.4M
Jamison Private Wealth Management, Inc. 2.05% Add +1.4% 95,520 $14.3M
American Century Companies Inc. 0.01% Add +34.1% 95,184 $14.2M
Yarbrough Capital, LLC 0.50% No change 94,255 $14.1M
Cozad Asset Management Inc. 1.22% Add +0.3% 93,278 $14.0M
Senvest Management, LLC 0.46% New 92,400 $13.8M
Vantage Investment Partners, LLC 1.00% Reduce -0.1% 92,142 $13.8M
St Germain D J Co. Inc. 0.59% Add +3.8% 92,040 $13.8M
Becker Capital Management Inc. 0.43% Reduce -0.5% 91,881 $13.7M
Cibc World Markets Corp. 0.09% Add +4.5% 91,811 $13.7M
AQR Capital Management 0.01% Reduce -38.4% 91,542 $13.7M
Galvin, Gaustad & Stein, LLC 1.19% Add +1777.2% 90,819 $13.6M
Bleichroeder LP 3.35% No change 90,750 $13.6M
Fifth Third Bancorp 0.05% Reduce -21.6% 90,738 $13.6M
Nissay Asset Management Corp. /Japan 0.08% Add +1.1% 90,047 $13.5M
Adalta Capital Management LLC 6.76% Reduce -1.3% 90,041 $13.5M
Graham Capital Management, L.P. 0.41% Add +121.8% 89,723 $13.4M
Canal Capital Management, LLC 2.11% Add +4.6% 89,271 $13.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.12% Add +6.6% 89,054 $13.3M
Pathstone Holdings, LLC 0.05% Reduce -7.6% 88,804 $13.3M
Boothbay Fund Management, LLC 0.42% New 88,720 $13.3M
Colonial Trust Advisors 1.09% Add +0.8% 88,469 $13.2M
Prime Capital Investment Advisors, LLC 0.18% Reduce -10.9% 88,409 $13.2M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.95% No change 87,585 $13.1M
D. E. Shaw & Co. 0.01% Add +127.7% 87,517 $13.1M
&partners 0.10% Add +21.6% 87,313 $13.1M
Vanguard Personalized Indexing Management, LLC 0.15% Add +9.2% 86,892 $13.0M
Yousif Capital Management, LLC 0.14% Reduce -1.0% 86,514 $12.9M
Foundations Investment Advisors, LLC 0.20% Add +35.2% 86,341 $12.9M
Steward Partners Investment Advisory, LLC 0.10% Add +0.7% 85,845 $12.8M
Chesley Taft & Associates LLC 0.57% Reduce -0.6% 84,832 $12.7M
Equitable Holdings, Inc. 0.10% Add +11.3% 84,203 $12.6M
Ithaka Group LLC 2.15% Reduce -5.0% 84,059 $12.6M
Mutual of America Capital Management LLC 0.13% Reduce -1.7% 83,680 $12.5M
Consolidated Investment Group LLC 1.67% No change 83,289 $12.5M
Griffin Asset Management, Inc. 1.45% Add +24.8% 82,360 $12.3M
Nordea Investment Management AB 0.01% Reduce -4.4% 82,031 $12.3M
State of Alaska, Department of Revenue 0.13% Reduce -4.3% 82,055 $12.3M
Tranquility Partners, LLC 4.33% Add +7.2% 81,095 $12.1M
Strategic Wealth Partners, Ltd. 0.95% — 80,388 $12.0M
Elo Mutual Pension Insurance Co 0.24% Add +47.0% 80,109 $12.0M
Atria Investments, Inc 0.14% Add +2.4% 79,877 $11.9M
Rheos Capital Works Inc. 0.68% Reduce -20.1% 79,500 $11.9M
Pinebridge Investments, L.P. 0.09% Reduce -49.2% 79,019 $11.8M
Woodline Partners LP 0.06% Add +27.6% 78,925 $11.8M
Gradient Investments LLC 0.22% Add +3.0% 78,891 $11.8M
CWA Asset Management Group, LLC 0.50% Reduce -0.9% 78,410 $11.7M
Jacobson & Schmitt Advisors, LLC 2.08% Add +2.0% 78,389 $11.7M
Van Eck Associates Corp. 0.01% Add +37.2% 77,736 $11.6M
Vestor Capital, LLC 0.87% Add +11310.0% 124,483 $11.6M
OP Asset Management Ltd 0.17% Add +2.0% 77,179 $11.5M
J.W. Cole Advisors, Inc. 0.24% Add +51.5% 77,009 $11.5M
Lido Advisors, LLC 0.06% Reduce -77.7% 76,581 $11.5M
Steel Grove Capital Advisors, LLC 1.36% New 76,550 $11.5M
Community Bank & Trust, Waco, Texas 2.57% Reduce -0.1% 75,737 $11.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +0.2% 75,713 $11.3M
Assetmark, Inc. 0.03% Add +9.8% 75,398 $11.3M
Clarkston Capital Partners, LLC 0.24% No change 75,325 $11.3M
World Investment Advisors 0.26% Add +1.9% 75,318 $11.3M
Hilton Capital Management, LLC 0.90% Add +0.1% 75,137 $11.2M
NewEdge Advisors, LLC 0.06% Reduce -20.2% 75,070 $11.2M
Stratos Wealth Partners, LTD. 0.15% Add +4.0% 74,406 $11.1M
Ethic Inc. 0.20% Add +14.8% 73,134 $11.1M
Meyer Handelman Co. 0.36% Reduce -0.9% 73,792 $11.0M
Gerber Kawasaki Wealth & Investment Management 0.43% Reduce -0.5% 73,739 $11.0M
Empowered Funds, LLC 0.12% Add +78.0% 73,682 $11.0M
Account Management LLC 11.99% Reduce -4.0% 73,031 $10.9M
Ancora Advisors LLC 0.23% Add +5.0% 72,563 $10.9M
FineMark National Bank & Trust 0.37% Add +14.5% 71,747 $10.7M
Bragg Financial Advisors, Inc 0.38% Add +12.5% 71,288 $10.7M
Oppenheimer Asset Management Inc. 0.12% Add +18.3% 71,081 $10.6M
Harbour Trust & Investment Management Co 1.17% Add +3.0% 70,612 $10.6M
Landmark Investment Partners, L.P. 4.72% Add +60.7% 70,372 $10.5M
Narwhal Capital Management 0.84% Add +8.3% 69,983 $10.5M
BigSur Wealth Management LLC 2.61% Add +1.0% 69,076 $10.3M
Argent Trust Co 0.38% Reduce -7.8% 67,786 $10.1M
one8zero8, LLC 2.38% Reduce -5.3% 67,442 $10.1M
Clearstead Advisors, LLC 0.14% Add +2.6% 66,947 $10.0M
Pacer Advisors, Inc. 0.03% Add +77.7% 66,504 $9.9M
Mark Asset Management LP 1.19% Reduce -7.3% 66,495 $9.9M
Northeast Financial Consultants Inc 0.41% Add +0.4% 66,429 $9.9M
Diversify Advisory Services, LLC 0.38% Add +239.3% 56,726 $9.9M
Cresset Asset Management, LLC 0.05% Reduce -62.1% 65,274 $9.8M
Spinecap SAS 5.06% — 65,056 $9.7M
DE Burlo Group Inc. 1.28% Reduce -34.1% 64,950 $9.7M
Garrison Bradford & Associates Inc. 10.74% Add +1.9% 64,857 $9.7M
NEOS Investment Management LLC 0.12% Add +24.5% 64,487 $9.6M
Embree Financial Group 1.45% Add +2.0% 64,284 $9.6M
Advisors Asset Management, Inc. 0.17% Reduce -0.9% 64,265 $9.6M
First Trust Advisors LP 0.01% Reduce -71.5% 64,252 $9.6M
Fred Alger Management, LLC 0.04% Reduce -53.2% 64,163 $9.6M
Kestra Private Wealth Services, LLC 0.14% Add +3.4% 64,129 $9.6M
Independent Advisor Alliance 0.28% Reduce -2.2% 63,888 $9.6M
11 Capital Partners LP 3.00% Reduce -5.3% 63,852 $9.6M
Independent Financial Group, LLC 0.26% Add +11.2% 63,545 $9.5M
Peapack Gladstone Financial Corp. 0.13% Reduce -7.6% 63,402 $9.5M
MAI Capital Management 0.07% Reduce -0.9% 63,259 $9.5M
Cottage Street Advisors LLC 4.92% Reduce -3.6% 63,209 $9.5M
Oregon Public Employees Retirement Fund 0.17% Add +0.3% 63,045 $9.4M
Welch Group, LLC 0.39% Add +5.8% 62,641 $9.4M
Perigon Wealth Management, LLC 0.22% Add +3.2% 62,484 $9.3M
Snowden Capital Advisors LLC 0.27% Reduce -4.8% 61,314 $9.2M
Summit Financial, LLC 0.21% Add +232.5% 60,681 $9.1M
UMB Bank, n.a. 0.14% Add +465.6% 60,556 $9.1M
McIntyre Freedman & Flynn Investment Advisers Inc. 6.30% Add +0.0% 59,699 $8.9M
Balyasny Asset Management L.P. 0.02% Reduce -7.3% 59,609 $8.9M
AXA S.A. 0.03% Reduce -3.8% 59,166 $8.9M
Bradley Foster & Sargent Inc. 0.14% Reduce -16.2% 58,983 $8.8M
Allen Capital Group, LLC 0.92% Add +25.4% 58,972 $8.8M
Cornerstone Wealth Management, LLC 0.53% Add +1.9% 58,782 $8.8M
Jackson Wealth Management, LLC 0.95% Reduce -0.5% 58,497 $8.8M
B & T Capital Management DBA Alpha Capital Management 1.50% Add +0.7% 58,322 $8.7M
Wealthfront Advisers LLC 0.02% Reduce -21.6% 57,489 $8.6M
Axxcess Wealth Management, LLC 0.21% Add +0.2% 57,189 $8.6M
Marietta Wealth Management, LLC 1.11% Add +3.8% 57,074 $8.5M
Teachers Retirement System of the State of Kentucky 0.07% New 57,063 $8.5M
Bridge Creek Capital Management LLC 2.50% Add +1.7% 56,845 $8.5M
O'ROURKE & COMPANY, Inc 3.93% Reduce -0.1% 56,303 $8.4M
ASR Vermogensbeheer N.V. 0.11% Add +39.3% 56,183 $8.4M
Kavar Capital Partners Group, LLC 1.21% Add +18.7% 56,058 $8.4M
Connor, Clark & Lunn Investment Management Ltd. 0.03% New 55,854 $8.4M
Cornerstone Wealth Group, LLC 0.63% Add +92.8% 55,748 $8.3M
Ellis Investment Partners, LLC 1.60% Add +1.5% 55,129 $8.2M
PEAK6 LLC 0.28% Reduce -15.3% 54,984 $8.2M
Golden State Wealth Management, LLC 1.00% Reduce -5.7% 54,785 $8.2M
DAVENPORT & Co LLC 0.05% Add +2.0% 54,767 $8.2M
Capital Group Private Client Services, Inc. 0.07% Reduce -1.0% 54,722 $8.2M
Moors & Cabot, Inc. 0.38% Reduce -0.4% 54,600 $8.2M
Thrivent Financial for Lutherans 0.02% Add +42.6% 54,307 $8.1M
EverSource Wealth Advisors, LLC 0.37% Add +1.7% 54,392 $8.1M
Blue Zone Wealth Advisors, LLC 2.02% Add +33.0% 54,045 $8.1M
Waldron Private Wealth LLC 0.35% Add +10.2% 53,954 $8.1M
South Street Advisors LLC 1.20% Reduce -1.5% 53,883 $8.1M
Wulff, Hansen & Co. 6.86% Reduce -1.4% 53,553 $8.0M
Capital International Ltd. 0.31% Reduce -31.6% 53,316 $8.0M
Proficio Capital Partners LLC 0.50% Add +31.3% 53,221 $8.0M
Callan Family Office, LLC 0.25% Add +36.6% 53,172 $8.0M
Cwm, LLC 0.03% Add +18.9% 52,843 $7.9M
Kercheville Advisors, LLC 2.70% Add +21.2% 52,380 $7.8M
M&G PLC 0.04% Reduce -8.6% 52,161 $7.8M
F/m Investments LLC 0.28% Reduce -0.2% 52,241 $7.8M
Coastal Bridge Advisors, LLC 0.65% Reduce -0.8% 52,086 $7.8M
Old National Bancorp 0.14% Add +746.0% 51,977 $7.8M
GFG Capital, LLC 2.32% Reduce -23.0% 51,824 $7.8M
Beacon Pointe Advisors, LLC 0.08% Add +5.8% 51,729 $7.7M
Andra AP-fonden 0.11% Reduce -14.6% 51,700 $7.7M
Grange Capital, LLC 8.05% Add +0.1% 51,432 $7.7M
MassMutual Private Wealth & Trust, FSB 0.20% Add +1294.5% 51,414 $7.7M
Entropy Technologies, LP 0.61% Reduce -24.7% 51,297 $7.7M
ArrowMark Colorado Holdings LLC 0.14% No change 50,700 $7.6M
Mizuho Securities USA LLC 0.16% — 50,435 $7.5M
Transcend Capital Advisors, LLC 0.58% Reduce -10.8% 50,229 $7.5M
Avanza Fonder AB 0.22% Reduce -6.0% 49,926 $7.5M
Focused Wealth Management, Inc 0.91% Add +0.3% 49,612 $7.4M
Seneca House Advisors 3.12% Add +1.7% 48,949 $7.3M
Covington Investment Advisors Inc. 1.04% Reduce -0.9% 48,897 $7.3M
Royal Fund Management, LLC 0.78% Add +6.7% 48,823 $7.3M
Dakota Wealth Management 0.15% Add +13.3% 48,802 $7.3M
Merit Financial Group, LLC 0.08% Add +30.7% 48,798 $7.3M
Vishria Bird Financial Group, LLC 2.43% Reduce -0.8% 48,793 $7.3M
Advisory Services Network, LLC 0.12% Reduce -3.5% 42,071 $7.3M
Integrated Wealth Concepts LLC 0.07% Reduce -6.0% 48,638 $7.3M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.65% Add +17.8% 48,615 $7.3M
Security National Bank 1.26% Reduce -0.7% 48,599 $7.3M
Tyler-Stone Wealth Management 1.17% Reduce -1.6% 48,420 $7.2M
UniSuper Management Pty Ltd 0.05% Reduce -2.1% 48,262 $7.2M
Twinbeech Capital LP 0.16% New 48,052 $7.2M
Creegan & Nassoura Financial Group, LLC 4.67% Reduce -0.1% 48,007 $7.2M
Concurrent Investment Advisors, LLC 0.13% Add +10.5% 46,390 $6.9M
Ibex Wealth Advisors 0.74% Add +8.7% 46,383 $6.9M
Kentucky Retirement Systems 0.20% Reduce -6.2% 46,248 $6.9M
Carret Asset Management, LLC 0.74% Reduce -1.9% 46,217 $6.9M
Towne Trust Company, N.A 2.41% Reduce -3.1% 46,130 $6.9M
Howland Capital Management LLC 0.28% Add +3.9% 46,073 $6.9M
Caldwell Trust Co 0.69% Add +1.6% 45,874 $6.9M
Syntegra Private Wealth Group, LLC 0.70% Add +2.0% 45,626 $6.8M
Triangle Securities Wealth Management 1.67% Reduce -2.4% 45,325 $6.8M
Fiduciary Group, LLC 0.64% Add +0.7% 45,283 $6.8M
Synovus Financial Corp. 0.08% Add +18.1% 45,240 $6.8M
Flossbach Von Storch SE 0.03% No change 45,000 $6.7M
Graypoint LLC 0.38% Add +2.4% 44,536 $6.7M
Global Retirement Partners, LLC 0.16% — 44,160 $6.6M
SFE Investment Counsel 1.16% Add +11.8% 44,140 $6.6M
Naples Global Advisors, LLC 0.57% Add +4.5% 44,000 $6.6M
Vinva Investment Management Ltd 0.17% Add +46.3% 43,246 $6.5M
SG Americas Securities, LLC 0.03% Reduce -67.2% 43,681 $6.5M
Candriam S.C.A. 0.04% Reduce -1.6% 43,646 $6.5M
Motco 0.61% Reduce -1.5% 37,077 $6.4M
Eisler Capital Management Ltd. 0.22% Reduce -15.9% 42,850 $6.4M
TCTC Holdings, LLC 0.21% Add +7.6% 42,698 $6.4M
Venture Visionary Partners LLC 0.24% Add +9.5% 42,146 $6.3M
Waverly Advisors, LLC 0.07% Add +44.5% 42,097 $6.3M
Hedeker Wealth, LLC 1.47% Add +6.6% 42,049 $6.3M
Lake Street Private Wealth, LLC 0.89% Add +1.4% 41,777 $6.2M
Glenmede Investment Management, LP 0.03% — 41,421 $6.2M
Abn Amro Investment Solutions 0.12% No change 41,300 $6.2M
Clear Harbor Asset Management, LLC 0.46% Reduce -0.2% 41,200 $6.2M
Norinchukin Bank, The 0.09% Add +8.1% 41,171 $6.2M
Greenwich Wealth Management LLC 0.30% Add +0.2% 41,106 $6.1M
HB Wealth Management, LLC 0.05% Add +8.1% 41,094 $6.1M
B. Riley Wealth Advisors, Inc. 0.30% Reduce -42.1% 41,084 $6.1M
Avantax Advisory Services, Inc. 0.03% Reduce -4.1% 40,993 $6.1M
Glassy Mountain Advisors, Inc. 1.97% Add +1.7% 40,943 $6.1M
Arkadios Wealth Advisors 0.18% Add +3.8% 40,868 $6.1M
HM Payson & Co. 0.10% Reduce -10.0% 40,478 $6.1M
Compass Wealth Management LLC 1.43% Reduce -1.8% 40,150 $6.0M
Campbell & CO Investment Adviser LLC 0.38% Add +92.9% 40,113 $6.0M
Rockline Wealth Management, LLC 1.41% Add +0.2% 39,955 $6.0M
Colonial Trust Co / SC 0.87% Add +2.3% 39,782 $6.0M
Kennedy Capital Management LLC 0.14% Reduce -15.1% 39,467 $5.9M
Uhlmann Price Securities, LLC 4.21% Reduce -2.1% 39,403 $5.9M
Sumitomo Life Insurance Co. 0.40% Reduce -26.1% 39,300 $5.9M
Pinnacle Financial Partners Inc 0.12% Reduce -1.9% 39,291 $5.9M
Farther Finance Advisors, LLC 0.12% Add +142.8% 39,152 $5.9M
Vestcor Inc 0.18% Add +48.3% 39,095 $5.8M
Dupont Capital Management Corp. 0.63% Reduce -32.4% 39,072 $5.8M
Louisiana State Employees Retirement System 0.10% Reduce -2.3% 38,500 $5.8M
SCS Capital Management LLC 0.06% Add +613.9% 38,256 $5.7M
Diversify Wealth Management, LLC 0.35% Add +14.2% 32,877 $5.7M
Cross Staff Investments Inc 4.23% Add +0.5% 38,094 $5.7M
Orion Porfolio Solutions, LLC 0.05% Add +18.1% 38,090 $5.7M
Securian Asset Management, Inc. 0.16% Reduce -1.8% 38,056 $5.7M
OMERS ADMINISTRATION Corp 0.04% No change 37,244 $5.6M
Carnegie Investment Counsel 0.11% Add +28.5% 37,191 $5.6M
Gulf International Bank (UK) Ltd 0.20% Reduce -10.8% 37,091 $5.5M
Banque Pictet & Cie SA 0.06% Reduce -8.9% 36,924 $5.5M
Vise Technologies, Inc. 0.23% — 36,824 $5.5M
Werlinich Asset Management, LLC 3.01% No change 36,812 $5.5M
Walleye Trading LLC 0.14% Reduce -40.1% 36,794 $5.5M
Old Second National Bank of Aurora 1.20% Add +2.0% 36,715 $5.5M
Hamilton Capital Partners Inc. 0.28% Add +17.4% 36,443 $5.5M
HRT Financial LP 0.02% New 36,385 $5.4M
Rosenblum Silverman Sutton S F Inc. 1.32% Add +0.5% 36,320 $5.4M
Sterling Capital Management LLC 0.08% Add +27.9% 36,135 $5.4M
Lantern Wealth Advisors, LLC 3.21% — 36,806 $5.4M
Allworth Financial LP 0.03% Add +13.3% 35,919 $5.4M
Park Avenue Securities LLC 0.05% Add +14.3% 35,877 $5.4M
Trexquant Investment LP 0.06% Reduce -70.3% 35,831 $5.4M
WealthPlan Investment Management, LLC 0.39% Add +24.8% 35,705 $5.3M
Erste Asset Management GmbH 0.04% Add +0.0% 35,470 $5.3M
Bill Few Associates, Inc. 1.51% Reduce -0.1% 35,601 $5.3M
Alerus Financial NA 0.38% Reduce -0.5% 35,600 $5.3M
Argonautica Private Wealth Management, Inc. 1.69% Reduce -2.1% 35,579 $5.3M
Maryland State Retirement & Pension System 0.12% Add +5.4% 35,575 $5.3M
SteelPeak Wealth, LLC 0.21% Add +1.2% 35,406 $5.3M
Modus Advisors, LLC 1.57% Add +2.5% 35,302 $5.3M
ING Groep NV 0.03% Add +7.5% 35,288 $5.3M
Stablepoint Partners, LLC 0.90% Add +0.8% 35,265 $5.3M
First Interstate Bank 0.31% Reduce -0.3% 35,222 $5.3M
Resources Management Corp. /CT/ 0.71% Add +0.6% 35,112 $5.3M
Beta Wealth Group, Inc. 1.91% Reduce -17.9% 34,830 $5.2M
EFG Asset Management (North America) Corp. 0.73% Add +20.6% 34,514 $5.2M
Private Wealth Partners, LLC 0.40% No change 34,466 $5.2M
Evelyn Partners Investment Management (Europe) Ltd 1.83% Reduce -4.1% 34,017 $5.1M
EULAV Asset Management 0.12% Add +13.3% 34,000 $5.1M
Easterly Investment Partners LLC 0.36% Add +0.0% 33,951 $5.1M
Nomura Holdings Inc. 0.04% Reduce -47.4% 33,779 $5.1M
Harbor Investment Advisory, LLC 0.45% Reduce -2.5% 33,766 $5.1M
New Mexico Educational Retirement Board 0.16% No change 33,700 $5.0M
ProVise Management Group, LLC 0.40% Reduce -4.6% 33,674 $5.0M
First Fiduciary Investment Counsel, Inc. 0.99% Add +10.9% 33,527 $5.0M
StoneX Group Inc. 0.24% Reduce -1.6% 33,526 $5.0M
Citizens Financial Group Inc. 0.08% Add +44.5% 33,518 $5.0M
Chicago Capital, LLC 0.12% Add +5.7% 33,457 $5.0M
Waterloo Capital, L.P. 0.40% Add +1.4% 33,361 $5.0M
Cannell & Spears LLC 0.10% Reduce -0.1% 33,302 $5.0M
Wellington Shields & Co., LLC 1.40% Reduce -0.3% 33,006 $4.9M
Conway Capital Management, Inc. 2.21% Reduce -2.7% 33,005 $4.9M
1776 Wealth LLC 2.03% Add +22.2% 32,933 $4.9M
Red Door Wealth Management, LLC 0.58% Add +33.9% 32,682 $4.9M
Insigneo Advisory Services, LLC 0.42% Reduce -1.8% 32,606 $4.9M
International Assets Investment Management, LLC 0.39% Reduce -0.8% 32,528 $4.9M
Florida Trust Wealth Management Co 0.15% Reduce -12.6% 32,461 $4.9M
Shepherd Financial Partners LLC 0.51% Add +2.7% 32,368 $4.8M
Tritonpoint Wealth, LLC 0.45% Reduce -3.8% 32,287 $4.8M
Summit Trail Advisors, LLC 0.08% Add +35.9% 32,180 $4.8M
FORA Capital, LLC 0.53% Reduce -43.0% 32,176 $4.8M
Principle Wealth Partners LLC 0.30% Add +34.8% 32,061 $4.8M
Next Level Private LLC 1.56% Add +0.4% 31,958 $4.8M
1ST Source Bank 0.26% Reduce -1.5% 31,855 $4.8M
Metis Global Partners, LLC 0.12% Reduce -9.7% 31,607 $4.7M
Stamos Capital Partners, L.P. 0.85% Add +59.3% 31,574 $4.7M
Ashton Thomas Private Wealth, LLC 0.17% Reduce -3.2% 31,377 $4.7M
Parallel Advisors, LLC 0.09% Add +0.3% 31,297 $4.7M
Investment Management Corp of Ontario 0.07% Reduce -11.4% 31,116 $4.7M
Cyndeo Wealth Partners, LLC 0.28% Add +10.2% 31,048 $4.6M
Capital Planning Advisors, LLC 0.68% Add +1.3% 30,986 $4.6M
U.S. Capital Wealth Advisors, LLC 0.13% Reduce -68.4% 30,727 $4.6M
Crossmark Global Holdings, Inc. 0.07% Reduce -3.0% 30,600 $4.6M
Liontrust Investment Partners LLP 0.07% Reduce -77.6% 30,403 $4.5M
Coastline Trust Co 0.52% Add +3.1% 30,325 $4.5M
Tower Research Capital LLC (TRC) 0.12% Reduce -9.2% 30,314 $4.5M
Composition Wealth, LLC 0.08% Reduce -3.5% 30,252 $4.5M
Wealthcare Advisory Partners LLC 0.10% Add +6.5% 30,043 $4.5M
Horizon Kinetics Asset Management LLC 0.05% Reduce -0.7% 29,999 $4.5M
Daiichi Life Insurance Co., Ltd. 0.13% Add +20.8% 29,975 $4.5M
Point Windward Advisors Inc. 2.04% Add +16.8% 29,970 $4.5M
Kaizen Financial Strategies 2.28% Add +3.0% 29,940 $4.5M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.98% No change 29,915 $4.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -20.2% 29,377 $4.4M
Abbot Financial Management, Inc. 2.02% Add +7.3% 29,272 $4.4M
Northside Capital Management, LLC 0.33% Add +1234.4% 29,263 $4.4M
Cohen Investment Advisors LLC 2.27% Add +3.8% 29,092 $4.4M
UNIVEST FINANCIAL Corp 0.26% Reduce -18.1% 29,081 $4.3M
Rathbones Group PLC 0.02% Add +25.6% 29,018 $4.3M
Bokf, NA 0.07% Add +30.5% 28,942 $4.3M
Vontobel Holding Ltd. 0.01% Reduce -13.1% 28,933 $4.3M
B. Metzler seel. Sohn & Co. AG 0.04% Add +6.7% 28,883 $4.3M
Mgo One Seven LLC 0.14% Add +15.5% 28,863 $4.3M
Siemens Fonds Invest GmbH 0.25% Add +5.5% 28,779 $4.3M
BNP Paribas 0.14% Add +5895.2% 28,777 $4.3M
SummitTX Capital, L.P. 0.19% New 28,440 $4.3M
Spire Wealth Management 0.15% Reduce -11.5% 28,426 $4.3M
Nicholas Company, Inc. 0.07% New 28,285 $4.2M
Retirement Planning Co of New England, Inc. 1.88% Add +1.8% 28,276 $4.2M
Bard Financial Services, Inc. 0.50% Reduce -2.8% 28,075 $4.2M
Great Valley Advisor Group, Inc. 0.09% Add +16.0% 27,993 $4.2M
RKL Wealth Management LLC 0.37% Reduce -3.8% 27,992 $4.2M
Ranch Capital Advisors Inc. 1.81% Add +1.8% 27,926 $4.2M
Atlanta Consulting Group Advisors, LLC 1.14% No change 27,827 $4.2M
Essex Financial Services, Inc. 0.27% Add +3.1% 27,716 $4.1M
Holderness Investments Co. 0.89% Add +2.0% 27,678 $4.1M
WINTON GROUP Ltd 0.21% New 27,525 $4.1M
Tiaa Trust, National Association 0.01% Reduce -81.0% 27,514 $4.1M
CenterBook Partners LP 0.23% Reduce -31.9% 27,471 $4.1M
AG2R La Mondiale Gestion D'actifs 0.21% Add +2.1% 27,361 $4.1M
Resolute Wealth Strategies, LLC 2.18% Add +0.4% 27,192 $4.1M
Centaurus Financial, Inc. 0.24% Add +17.3% 27,029 $4.0M
Brown Brothers Harriman & Co. 0.03% Add +6.2% 26,949 $4.0M
Regions Financial Corp. 0.03% Reduce -0.3% 26,760 $4.0M
PFG Investments, LLC 0.23% Reduce -0.6% 26,582 $4.0M
Glenview Trust Co 0.07% Add +0.5% 26,513 $4.0M
Tokio Marine Asset Management Co. Ltd. 0.15% Add +8.3% 26,450 $4.0M
Brown, Lisle/Cummings, Inc. 1.05% Add +0.8% 26,365 $3.9M
Bleakley Financial Group, LLC 0.10% Add +4.7% 26,281 $3.9M
Compass Ion Advisors, LLC 0.42% Add +1.1% 26,150 $3.9M
Sculati Wealth Management, LLC 1.47% Reduce -3.2% 26,111 $3.9M
Wealthspire Advisors, LLC 0.02% Add +1.3% 26,080 $3.9M
GM Advisory Group, LLC 0.19% Add +85.5% 26,079 $3.9M
Polar Capital Holdings Plc 0.02% Reduce -4.9% 25,977 $3.9M
Wedbush Securities Inc. 0.14% Add +9.5% 25,962 $3.9M
DJE Kapital AG 0.09% Reduce -85.1% 25,617 $3.9M
CreativeOne Wealth, LLC 0.10% Add +13.7% 25,870 $3.9M
Stock Yards Bank & Trust Co. 0.13% Reduce -0.7% 25,775 $3.9M
Turtle Creek Wealth Advisors, LLC 0.45% Add +83.1% 25,607 $3.8M
Accuvest Global Advisors 2.48% Add +18.6% 25,489 $3.8M
Tidal Investments LLC 0.02% Add +39.5% 25,477 $3.8M
NorthCrest Asset Manangement, LLC 0.10% Reduce -0.1% 24,560 $3.8M
EP Wealth Advisors, LLC 0.03% Add +10.3% 25,464 $3.8M
Capstone Investment Advisors, LLC 0.04% Reduce -86.5% 25,407 $3.8M
Mediolanum International Funds Ltd 0.05% Reduce -12.1% 24,993 $3.8M
Rehmann Capital Advisory Group 0.23% Add +11.0% 25,236 $3.8M
Kentucky Farm Bureau Mutual Insurance Co 0.80% No change 25,000 $3.7M
Cannon Advisors, Inc. 3.00% Add +9.4% 24,929 $3.7M
Jaffetilchin Investment Partners, LLC 0.24% Reduce -2.6% 24,917 $3.7M
Evergreen Capital Management LLC 0.11% Reduce -13.6% 24,895 $3.7M
Flagship Harbor Advisors, LLC 0.17% Add +4.5% 24,668 $3.7M
Community Trust & Investment Co. 0.21% Add +0.3% 24,548 $3.7M
Thomas Story & Son LLC 1.41% Reduce -6.8% 24,533 $3.7M
Somerset Group LLC 3.10% Add +2.5% 24,476 $3.7M
Berkshire Asset Management LLC 0.17% No change 24,452 $3.7M
Oxbow Advisors, LLC 0.41% Add +0.2% 24,392 $3.6M
Register Financial Advisors LLC 1.59% Add +7.3% 24,304 $3.6M
Huntington National Bank 0.03% Add +2.9% 24,280 $3.6M
Trust Co. of Toledo NA 0.40% Add +3.1% 24,279 $3.6M
Fearless Solutions, LLC dba Best Invest 2.54% Add +1.8% 24,248 $3.6M
CW Advisors, LLC 0.04% Add +9.7% 24,139 $3.6M
Oxford Financial Group, LTD. LLC 0.21% Reduce -7.7% 24,031 $3.6M
Brookstone Capital Management 0.05% Add +19.7% 23,984 $3.6M
Shikiar Asset Management Inc. 1.10% New 23,924 $3.6M
Wambolt & Associates, LLC 1.20% Reduce -6.3% 23,290 $3.6M
Wealth Effects LLC 1.33% Reduce -2.2% 23,713 $3.5M
Wilmington Savings Fund Society, FSB 0.06% Reduce -25.8% 23,693 $3.5M
Fiduciary Trust Co 0.04% Reduce -33.3% 23,383 $3.5M
Summit Place Financial Advisors, LLC 1.76% Add +4.3% 23,372 $3.5M
Northwestern Mutual Investment Management Company, LLC 0.05% Reduce -0.0% 23,276 $3.5M
Joel Isaacson & Co., LLC 0.14% Add +18.2% 23,251 $3.5M
RMR Wealth Builders 0.32% Add +16.0% 23,225 $3.5M
Duncker Streett & Co. Inc. 0.63% Reduce -44.1% 23,207 $3.5M
Edgestream Partners, L.P. 0.10% Add +505.6% 23,123 $3.5M
Steamboat Capital Partners, LLC 0.99% Reduce -1.7% 23,112 $3.5M
City of London Investment Management Co. Ltd. 0.32% No change 22,999 $3.4M
Platform Technology Partners 0.90% Add +2.3% 22,958 $3.4M
Y-Intercept (Hong Kong) Ltd 0.08% Reduce -75.1% 22,893 $3.4M
FAS Wealth Partners, Inc. 0.25% Add +7.5% 22,830 $3.4M
Hudock, Inc. 0.55% Add +12.6% 22,762 $3.4M
Generali Asset Management SPA SGR 0.08% Reduce -8.3% 22,675 $3.4M
Signaturefd, LLC 0.06% Add +41.8% 22,650 $3.4M
Krilogy Financial LLC 0.19% Add +21.1% 22,325 $3.3M
Rational Advisors, Inc. 0.35% Add +20.7% 22,324 $3.3M
Kampmann Melissa S. 2.50% Reduce -4.6% 22,285 $3.3M
Longfellow Investment Management Co. LLC 0.82% Add +259.8% 22,160 $3.3M
Atria Wealth Solutions, Inc. 0.07% Reduce -47.0% 21,763 $3.3M
Arax Advisory Partners 0.15% Add +167.2% 21,910 $3.3M
Gallagher Capital Advisors, LLC 2.65% Add +69.3% 18,573 $3.3M
Horizon Investments, LLC 0.05% Add +66.0% 21,981 $3.3M
Dudley Capital Management, LLC 1.63% Reduce -4.7% 21,797 $3.3M
Gotham Asset Management 0.02% Add +2.9% 21,796 $3.3M
StrongBox Wealth, LLC 1.22% Add +7.0% 21,447 $3.2M
D L Carlson Investment Group Inc. 0.58% Reduce -0.6% 21,250 $3.2M
Johnson Investment Counsel Inc. 0.03% Reduce -1.3% 21,078 $3.2M
Vident Advisory, LLC 0.04% Add +8.0% 21,076 $3.2M
Nations Financial Group Inc, /Ia/ 0.22% Add +5.4% 20,989 $3.1M
Daymark Wealth Partners, LLC 0.12% Add +22.4% 20,961 $3.1M
Great Lakes Retirement, Inc. 0.37% Add +6.8% 20,875 $3.1M
Proactive Wealth Strategies LLC 1.47% Add +7.4% 20,855 $3.1M
Magnus Financial Group LLC 0.27% Add +3.1% 20,797 $3.1M
Principal Securities, Inc. 0.06% Add +11.8% 20,786 $3.1M
Slagle Financial, LLC 1.25% New 20,759 $3.1M
Frank, Rimerman Advisors LLC 0.21% Add +44.4% 20,709 $3.1M
Lombard Odier Asset Management (Switzerland) SA 0.16% Add +7.4% 20,696 $3.1M
Kingsview Wealth Management, LLC 0.05% Add +1.2% 20,691 $3.1M
HUB Investment Partners, LLC 0.11% Add +35.4% 20,607 $3.1M
Sierra Capital LLC 0.35% Reduce -3.7% 20,482 $3.1M
Kerusso Capital Management LLC 1.89% Add +0.1% 20,459 $3.1M
Alaethes Wealth, LLC 0.91% Add +2.5% 20,397 $3.1M
Blue Fin Capital, Inc. 0.51% Add +15.9% 20,149 $3.0M
Meeder Advisory Services, Inc. 0.16% Add +4.5% 20,106 $3.0M
Steadtrust LLC 2.35% — 20,000 $3.0M
St. Clair Advisors, LLC 0.78% Add +0.3% 19,909 $3.0M
Hennion & Walsh Asset Management, Inc. 0.12% Add +9.6% 19,786 $3.0M
Bridgewater Advisors Inc. 0.22% Add +4.7% 16,835 $3.0M
Kentucky Retirement Systems Insurance Trust Fund 0.20% Reduce -6.5% 19,628 $2.9M
Sterling Investment Advisors, Ltd. 0.64% Add +7.8% 19,537 $2.9M
Illinois Municipal Retirement Fund 0.04% Add +45.3% 19,481 $2.9M
Runnymede Capital Advisors, Inc. 2.68% Reduce -1.5% 19,473 $2.9M
Ellerson Group Inc. 2.05% Add +5.3% 19,467 $2.9M
Independent Solutions Wealth Management, LLC 0.57% Add +24.0% 19,449 $2.9M
BankPlus Trust Department 0.86% Add +7.8% 19,445 $2.9M
Mutual Advisors, LLC 0.07% Reduce -6.6% 16,201 $2.9M
Modera Wealth Management, LLC 0.04% Add +23.4% 19,158 $2.9M
Ballast Advisors LLC 0.84% Add +7.0% 19,093 $2.9M
Pine Valley Investments Ltd Liability Co 0.17% Reduce -12.9% 18,860 $2.8M
Wealth Advisors of Tampa Bay, LLC 1.06% New 18,850 $2.8M
Redmond Asset Management, LLC 0.67% Add +21.2% 18,785 $2.8M
Mesirow Financial Investment Management, Inc. 0.05% Reduce -7.8% 18,696 $2.8M
Blue Square Asset Management, LLC 1.31% Add +6.3% 18,666 $2.8M
Cary Street Partners Financial LLC 0.08% Add +9.2% 18,656 $2.8M
Montag A & Associates Inc. 0.14% Add +501.0% 18,654 $2.8M
Bay Rivers Group 1.27% Add +4.1% 18,631 $2.8M
South Dakota Investment Council 0.05% No change 18,480 $2.8M
New Hampshire Trust 0.57% New 18,377 $2.7M
Alps Advisors Inc. 0.02% Reduce -19.8% 18,360 $2.7M
Intellectus Partners, LLC 0.59% Add +0.0% 18,315 $2.7M
King Wealth Management Group 0.37% Reduce -0.1% 18,312 $2.7M
Tealwood Asset Management Inc. 1.21% Reduce -2.2% 18,213 $2.7M
Baxter Bros Inc. 0.33% Add +21.3% 18,138 $2.7M
Core Alternative Capital 0.74% Reduce -10.2% 17,999 $2.7M
Field & Main Bank 0.87% Reduce -0.6% 17,905 $2.7M
Lecap Asset Management Ltd. 0.95% Add +274.0% 17,888 $2.7M
Aigen Investment Management, LP 0.37% Add +13.3% 17,840 $2.7M
Valley National Advisers Inc. 0.43% Reduce -1.5% 17,795 $2.7M
Stonegate Investment Group, LLC 0.07% Reduce -0.0% 17,729 $2.7M
Assenagon Asset Management S.A. 0.00% Reduce -1.7% 17,721 $2.7M
JBR Co Financial Management Inc 1.31% Reduce -0.7% 17,716 $2.6M
CGN Advisors LLC 0.24% Add +7.8% 17,687 $2.6M
Moneta Group Investment Advisors LLC 0.03% Add +7.1% 17,676 $2.6M
GPS Wealth Strategies Group, LLC 0.30% Reduce -0.1% 17,653 $2.6M
Royal Capital Wealth Management, LLC 1.76% Add +0.1% 17,643 $2.6M
Sigma Planning Corp 0.08% Add +1.5% 17,596 $2.6M
Ballentine Partners, LLC 0.04% Reduce -1.3% 17,550 $2.6M
Institute for Wealth Management, LLC. 0.29% Add +1.4% 17,548 $2.6M
Bank Ozk 1.00% Add +3.8% 17,450 $2.6M
Savant Capital, LLC 0.02% Add +2.3% 17,392 $2.6M
MWA Asset Management 1.59% Add +3.7% 17,324 $2.6M
Capital City Trust Co. 0.67% Reduce -5.5% 17,306 $2.6M
Koa Wealth Management, LLC 2.04% Add +0.5% 17,162 $2.6M
Linden Thomas Advisory Services, LLC 0.28% Add +4.7% 17,108 $2.6M
Man Group plc 0.01% Add +965.0% 16,976 $2.5M
Compound Planning, Inc. 0.10% Reduce -7.3% 16,952 $2.5M
Orca Wealth Management, LLC 2.13% Reduce -2.8% 16,871 $2.5M
IFC Advisors LLC 0.47% Reduce -0.8% 16,792 $2.5M
River Street Advisors LLC 1.08% Add +5.5% 16,784 $2.5M
AIA Group Ltd 0.05% Reduce -58.6% 16,772 $2.5M
Benjamin Edwards Inc. 0.03% Add +1.7% 16,718 $2.5M
Means Investment Co., Inc. 0.24% Add +0.5% 16,594 $2.5M
Zevenbergen Capital Investments LLC 0.05% Add +3.3% 16,505 $2.5M
Acorn Wealth Advisors, LLC 0.92% Add +5.2% 16,501 $2.5M
HighPoint Advisor Group LLC 0.13% Reduce -3.0% 16,487 $2.5M
Keybank National Association 0.01% Add +3.0% 16,479 $2.5M
WealthPLAN Partners, LLC 0.40% Reduce -17.8% 16,451 $2.5M
First National Bank Sioux Falls 0.90% Reduce -1.5% 16,446 $2.5M
Madison Park Capital Advisors, LLC 2.07% Reduce -4.1% 16,423 $2.5M
XML Financial, LLC 0.21% Add +8.2% 16,418 $2.5M
Canton Hathaway, LLC 0.50% No change 16,352 $2.4M
Simplex Trading, LLC 0.07% Reduce -80.3% 16,222 $2.4M
United Capital Financial Advisors, LLC 0.02% Reduce -0.8% 16,217 $2.4M
Chickasaw Capital Management LLC 0.10% Add +11.4% 16,194 $2.4M
Mufg Securities Americas Inc. 0.21% Add +24.8% 16,171 $2.4M
Ausdal Financial Partners, Inc. 0.16% Reduce -7.6% 16,136 $2.4M
Private Trust Co. NA 0.23% Add +23.7% 16,072 $2.4M
Caxton Associates LLP 0.06% New 15,988 $2.4M
GoalVest Advisory LLC 0.59% Reduce -3.6% 15,980 $2.4M
Osprey Private Wealth LLC 1.30% Add +3.2% 15,400 $2.4M
OneDigital Investment Advisors LLC 0.03% Reduce -6.7% 15,958 $2.4M
Marion Wealth Management 0.60% Add +2.9% 15,903 $2.4M
Spirit of America Management Corp. 0.49% Add +10.5% 15,800 $2.4M
Stiles Financial Services Inc 0.82% Add +11.4% 15,804 $2.4M
Grandview Asset Management LLC 0.75% Add +3.6% 15,701 $2.3M
Citizens & Northern Corp. 0.62% Add +19.1% 15,607 $2.3M
Sunbelt Securities, Inc. 0.21% Reduce -7.2% 13,485 $2.3M
Rossmore Private Capital 0.27% Reduce -0.6% 15,488 $2.3M
Altus Wealth Group LLC 1.02% Reduce -3.8% 15,442 $2.3M
Hills Bank & Trust Co 0.15% Add +4.6% 15,403 $2.3M
Engineers Gate Manager LP 0.03% Reduce -28.4% 15,263 $2.3M
Taylor Financial Group, Inc. 1.42% Add +0.8% 15,240 $2.3M
Sit Investment Associates Inc. 0.05% No change 15,100 $2.3M
Prudential PLC 0.01% Add +19.5% 15,064 $2.3M
Avidian Wealth Enterprises, LLC 0.09% Reduce -0.5% 15,051 $2.3M
Klingman & Associates, LLC 0.12% Reduce -0.9% 15,049 $2.3M
Western Wealth Management, LLC 0.13% Add +2.1% 14,943 $2.2M
Harvest Investment Advisors, LLC 1.44% Add +0.7% 14,920 $2.2M
Penbrook Management LLC 1.68% Reduce -3.9% 14,900 $2.2M
Welch & Forbes LLC 0.03% Reduce -0.3% 14,831 $2.2M
White Knight Strategic Wealth Advisors, LLC 1.89% Add +12.1% 14,813 $2.2M
Norway Savings Bank 1.14% Add +6.1% 14,798 $2.2M
Ritholtz Wealth Management 0.05% Add +23.4% 14,791 $2.2M
Stenger Family Office, LLC 0.57% — 12,580 $2.2M
Covenant Asset Management, LLC 0.45% Add +2.2% 14,718 $2.2M
Insight Advisors, LLC/ PA 0.35% Reduce -0.9% 14,628 $2.2M
Diligent Investors, LLC 0.52% Reduce -35.0% 14,593 $2.2M
Choate Investment Advisors 0.05% Reduce -3.4% 14,579 $2.2M
Clarius Group, LLC 0.13% Add +0.9% 14,497 $2.2M
Ayrshire Capital Management LLC 1.04% Add +16.3% 14,444 $2.2M
Accretive Wealth Partners, LLC 0.71% Add +1.2% 14,428 $2.2M
Waters Parkerson & Co., LLC 0.11% Reduce -2.9% 14,428 $2.2M
Uniting Wealth Partners, LLC 0.83% Add +1.4% 14,356 $2.1M
Nicolet Advisory Services, LLC 0.18% Add +4.2% 12,581 $2.1M
Hilltop National Bank 0.56% — 14,294 $2.1M
Douglass Winthrop Advisors, LLC 0.04% No change 14,237 $2.1M
King Luther Capital Management Corp. 0.01% Add +5.2% 14,236 $2.1M
Fidelis Capital Partners, LLC 0.19% Add +44.8% 12,536 $2.1M
Opinicus Capital, Inc. 1.60% Add +2.5% 14,045 $2.1M
Wolverine Trading, LLC 0.05% Add +84.7% 13,891 $2.1M
Pekin Hardy Strauss, Inc. 0.24% Reduce -2.8% 14,024 $2.1M
Fortem Financial Group, LLC 0.68% Add +18.4% 14,023 $2.1M
Pinnacle West Asset Management, Inc. 1.45% Reduce -0.3% 14,010 $2.1M
Machina Capital S.A.S. 0.44% Add +665.4% 13,991 $2.1M
Capital Investment Advisors, LLC 0.04% Add +0.9% 13,899 $2.1M
Harbor Advisors LLC 0.34% No change 13,700 $2.0M
Accel Wealth Management 0.68% Reduce -1.5% 13,661 $2.0M
Whalerock Point Partners, LLC 0.45% Add +53.5% 13,591 $2.0M
Thoroughbred Financial Services, LLC 0.14% Reduce -3.5% 13,577 $2.0M
United Bank 0.77% Add +14.7% 13,528 $2.0M
RiverPark Advisors, LLC 1.60% Add +2.2% 13,520 $2.0M
Wealthcare Capital Partners, LLC 1.02% Add +5.3% 13,517 $2.0M
Dearborn Partners LLC 0.10% Reduce -4.7% 13,502 $2.0M
Quadrant Capital Group LLC 0.07% Add +52.0% 13,459 $2.0M
Bryn Mawr Trust Advisors, LLC 0.11% Add +6.1% 13,336 $2.0M
Patrick M Sweeney & Associates, Inc. 1.37% Reduce -5.5% 12,856 $2.0M
L & S Advisors Inc 0.22% Add +155.0% 13,325 $2.0M
SWP Investment Management LLC 2.35% Add +145.4% 13,293 $2.0M
Valeo Financial Advisors, LLC 0.05% Add +4.0% 13,286 $2.0M
Intrepid Financial Planning Group LLC 0.83% Reduce -2.5% 13,270 $2.0M
Hilltop Holdings Inc. 0.13% Add +0.9% 13,250 $2.0M
New Vernon Investment Management LLC 2.30% No change 13,201 $2.0M
Brandywine Oak Private Wealth LLC 0.18% Add +2.1% 13,194 $2.0M
Greenleaf Trust 0.02% Reduce -1.1% 13,191 $2.0M
Segment Wealth Management, LLC 0.13% Reduce -86.3% 13,172 $2.0M
Spinnaker Trust 0.12% Add +13.4% 13,123 $2.0M
Lodestone Wealth Management LLC 0.96% Add +2.1% 13,121 $2.0M
Smith, Moore & Co. 0.16% Add +2.6% 13,113 $2.0M
Coldstream Capital Management Inc. 0.03% Add +24.3% 13,084 $2.0M
KPP Advisory Services LLC 0.32% Add +4.8% 13,068 $2.0M
Dimension Capital Management LLC 0.31% No change 13,064 $2.0M
Larson Financial Group LLC 0.08% Add +28.1% 13,010 $1.9M
L.M. Kohn & Company 0.52% Add +0.1% 12,929 $1.9M
Aljian Capital Management, LLC 0.42% Add +0.1% 12,897 $1.9M
Arete Wealth Advisors, LLC 0.14% Add +30.0% 12,841 $1.9M
Davidson Kahn Capital Management, LLC 1.23% Add +15.5% 12,758 $1.9M
Missouri Trust & Investment Co 0.62% Add +1.7% 12,777 $1.9M
Mitchell & Pahl Private Wealth, LLC 0.84% Reduce -1.7% 12,727 $1.9M
First United Bank & Trust 0.66% Add +4.5% 12,715 $1.9M
Ascent Group, LLC 0.07% Add +2.4% 12,708 $1.9M
Hollencrest Capital Management 0.08% Reduce -1.6% 12,691 $1.9M
Angeles Wealth Management, LLC 0.13% Add +7.3% 12,679 $1.9M
Modern Wealth Management, LLC 0.05% Reduce -3.1% 12,635 $1.9M
iSAM Funds (UK) Ltd 0.41% Add +62.1% 12,612 $1.9M
Bulltick Wealth Management, LLC 0.46% Add +4.0% 12,569 $1.9M
Baldwin Investment Management, LLC 0.23% Reduce -2.1% 12,511 $1.9M
PKS Advisory Services, LLC 0.46% Add +0.2% 12,481 $1.9M
Orange Investment Advisors, Inc. 0.20% No change 12,426 $1.9M
Brave Asset Management Inc. 0.51% No change 12,419 $1.9M
Smith Salley Wealth Management 0.11% Add +36.4% 12,389 $1.9M
Gateway Investment Advisers LLC 0.02% Add +12.4% 12,370 $1.9M
Savvy Advisors, Inc. 0.12% Add +46.9% 12,293 $1.8M
Hurley Capital, LLC 1.28% Add +4.0% 12,216 $1.8M
Xcel Wealth Management, LLC 0.53% Reduce -1.5% 12,112 $1.8M
Key Financial Inc 0.36% New 12,109 $1.8M
Zhang Financial LLC 0.08% Add +0.1% 12,102 $1.8M
Canada Post Corp Registered Pension Plan 0.11% New 12,090 $1.8M
Verity & Verity, LLC 0.16% Add +3.2% 12,085 $1.8M
Hall Capital Management Co. Inc. 0.76% Add +4.3% 12,053 $1.8M
Apella Capital, LLC 0.05% Add +41.6% 11,778 $1.8M
Sandy Cove Advisors, LLC 0.65% Add +22.1% 12,042 $1.8M
Sandbox Financial Partners, LLC 0.57% Add +0.7% 12,042 $1.8M
Moseley Investment Management Inc. 0.61% Add +2.7% 11,927 $1.8M
XTX Topco Ltd 0.07% Reduce -77.9% 11,793 $1.8M
Privium Fund Management (UK) Ltd 1.13% Reduce -46.9% 11,460 $1.8M
Westside Investment Management, Inc. 0.33% Add +1.2% 11,757 $1.8M
Good Life Advisors, LLC 0.11% Add +0.7% 11,760 $1.8M
Capital Group Investment Management Pte. LTD. 0.31% Reduce -31.4% 11,754 $1.8M
Investors Asset Management of Georgia Inc. /Ga/ 0.81% Add +7.1% 11,696 $1.7M
Crescent Grove Advisors, LLC 0.17% Reduce -4.2% 11,679 $1.7M
Avity Investment Management Inc. 0.13% No change 11,585 $1.7M
Leonteq Securities AG 0.10% Add +10.0% 11,562 $1.7M
Augustine Asset Management Inc. 0.46% Reduce -11.3% 11,512 $1.7M
Matrix Private Capital Group LLC 1.00% Reduce -1.1% 11,408 $1.7M
Fulton Bank, N.A. 0.06% Add +2.1% 11,375 $1.7M
WoodTrust Financial Corp 0.22% No change 11,350 $1.7M
Prosperity Consulting Group, LLC 0.12% Reduce -6.2% 11,293 $1.7M
Sandler Capital Management 0.59% Add +48.4% 11,293 $1.7M
NorthRock Partners, LLC 0.04% Add +13.1% 11,225 $1.7M
CENTRAL TRUST Co 0.04% Add +0.7% 11,217 $1.7M
Intech Investment Management LLC 0.02% Add +69.2% 11,160 $1.7M
Aviance Capital Partners, LLC 0.22% Add +5.5% 11,105 $1.7M
TCW Group Inc. 0.01% Add +2.1% 11,077 $1.7M
GAMMA Investing LLC 0.10% Add +16.7% 11,040 $1.7M
Envestnet Portfolio Solutions, Inc. 0.01% Add +7.4% 11,024 $1.6M
Sfmg, LLC 0.12% Add +0.3% 11,017 $1.6M
Ellevest, Inc. 0.26% Reduce -1.3% 11,006 $1.6M
Parcion Private Wealth LLC 0.12% Add +0.3% 11,001 $1.6M
Waterfront Wealth Inc. 0.37% Add +1.9% 11,000 $1.6M
Ar Asset Management Inc. 0.37% No change 11,000 $1.6M
Aspen Grove Capital, LLC 0.28% Reduce -15.2% 10,934 $1.6M
Pittenger & Anderson Inc. 0.06% Reduce -37.5% 10,928 $1.6M
Laird Norton Wetherby Wealth Management, LLC 0.07% — 10,846 $1.6M
Aster Capital Management (DIFC) Ltd 0.37% New 10,815 $1.6M
Diversified Trust Co. 0.04% Reduce -0.9% 10,803 $1.6M
Sowell Financial Services LLC 0.07% Reduce -13.7% 10,774 $1.6M
Walter & Keenan Wealth Management LLC /in/ 0.47% Add +2.6% 10,745 $1.6M
Seelaus Asset Management LLC 1.44% Reduce -0.5% 10,705 $1.6M
Meketa Investment Group Inc. 4.76% Reduce -71.9% 10,495 $1.6M
Kirtland Hills Capital Management, LLC 0.72% Add +0.9% 10,380 $1.6M
LMG Wealth Partners, LLC 0.32% Add +9.1% 10,305 $1.5M
Curated Wealth Partners LLC 0.18% Add +0.3% 10,299 $1.5M
Rwa Wealth Partners, LLC 0.02% Reduce -8.4% 10,231 $1.5M
Jacobi Capital Management LLC 0.10% Add +7.8% 10,223 $1.5M
Godshalk Welsh Capital Management, Inc. 0.93% No change 10,095 $1.5M
Country Club Bank 0.09% Reduce -7.3% 9,951 $1.5M
Morse Asset Management, Inc 0.33% Reduce -38.9% 10,051 $1.5M
Quest Investment Management LLC 0.17% Add +16.3% 10,050 $1.5M
Sagespring Wealth Partners, LLC 0.03% Reduce -16.9% 10,045 $1.5M
Lederer & Associates Investment Counsel 0.99% Add +22.1% 10,035 $1.5M
Mather Group, Llc. 0.02% Reduce -2.1% 10,035 $1.5M
Donald L. Hagan, LLC 0.75% No change 10,000 $1.5M
Eastern Bank 0.03% Reduce -1.4% 9,996 $1.5M
Cornerstone National Bank & Trust Co 0.64% Add +14.3% 9,994 $1.5M
RDA Financial Network 0.40% Reduce -0.2% 9,970 $1.5M
Riverpark Capital Management LLC 2.39% Add +4.9% 9,853 $1.5M
Truvestments Capital LLC 0.29% Add +11.5% 9,848 $1.5M
Jefferies Financial Group Inc. 0.03% New 9,830 $1.5M
FRG Family Wealth Advisors LLC 0.26% Add +0.0% 9,815 $1.5M
Carson Advisory Inc. 0.93% Reduce -1.1% 9,786 $1.5M
Triumph Capital Management 0.44% Add +5.5% 9,785 $1.5M
Davis Investment Partners, LLC 0.52% No change 9,540 $1.5M
Edmond DE Rothschild Holding S.A. 0.02% Reduce -33.9% 9,730 $1.5M
Cravens & Co Advisors, LLC 1.09% Add +0.4% 9,725 $1.5M
Old North State Trust, LLC 0.99% Add +19.6% 9,715 $1.5M
VCI Wealth Management LLC 0.51% Add +16.5% 9,700 $1.5M
Kathmere Capital Management, LLC 0.11% Reduce -0.3% 9,669 $1.4M
LBMC Investment Advisors, LLC 0.10% Add +0.0% 9,661 $1.4M
Vienna Asset Management LLC 1.00% New 9,660 $1.4M
Union Savings Bank 0.66% Add +1.8% 8,344 $1.4M
TFB Advisors LLC 0.38% Add +8.3% 9,615 $1.4M
Harmony Asset Management LLC 0.54% Add +0.0% 9,612 $1.4M
CoreCap Advisors, LLC 0.06% Add +36.6% 9,601 $1.4M
Comprehensive Money Management Services LLC 1.08% Reduce -5.3% 9,505 $1.4M
IHT Wealth Management, LLC 0.04% Reduce -5.9% 9,504 $1.4M
Cantor Fitzgerald Investment Advisors L.P. 0.10% No change 9,489 $1.4M
TBH Global Asset Management, LLC 0.30% Reduce -1.8% 9,404 $1.4M
Beacon Investment Advisory Services, Inc. 0.06% Reduce -24.5% 9,373 $1.4M
Sone Capital Management, LLC 0.13% Reduce -69.0% 9,293 $1.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.19% Add +1.9% 9,231 $1.4M
Verition Fund Management LLC 0.01% Reduce -83.4% 9,225 $1.4M
Kingswood Wealth Advisors, LLC 0.11% Reduce -9.9% 9,207 $1.4M
Samjo Management, LLC 0.58% Reduce -0.7% 9,200 $1.4M
Level Four Advisory Services, LLC 0.05% Reduce -1.1% 9,172 $1.4M
OMC Financial Services LTD 0.56% Add +1.1% 9,153 $1.4M
Aptus Capital Advisors, LLC 0.01% Add +1.0% 9,099 $1.4M
Heritage Investors Management Corp. 0.04% No change 9,096 $1.4M
E&G Advisors, LLC 0.35% Reduce -11.4% 9,129 $1.4M
Anb Bank 0.61% Reduce -2.3% 9,032 $1.4M
Volterra Technologies LP 1.82% — 9,023 $1.3M
Global Wealth Management Investment Advisory, Inc. 0.25% Add +9.1% 8,964 $1.3M
Boltwood Capital Management 0.38% Add +5.2% 8,929 $1.3M
Tradition Wealth Management, LLC 0.11% Reduce -1.4% 8,915 $1.3M
Fox Run Management, L.L.C. 0.22% New 8,913 $1.3M
Anchor Investment Management, LLC 0.12% No change 8,860 $1.3M
Nwam LLC 0.08% New 7,658 $1.3M
Virginia Wealth Management Group, Inc. 0.80% Add +15.4% 8,820 $1.3M
Pictet North America Advisors SA 0.13% No change 8,800 $1.3M
RiverFront Investment Group, LLC 0.03% Add +17.1% 8,788 $1.3M
Seaview Investment Managers LLC 0.28% Add +78.3% 8,728 $1.3M
SeaCrest Wealth Management, LLC 0.14% Reduce -9.2% 8,682 $1.3M
Banco Santander, S.A. 0.01% Add +117.1% 8,625 $1.3M
Ariston Services Group 0.92% New 8,606 $1.3M
Gratus Wealth Advisors, LLC 0.19% Reduce -0.7% 8,560 $1.3M
Carnegie Lake Advisors LLC 0.51% Reduce -11.4% 8,555 $1.3M
Apexium Financial, LP 0.07% Add +0.2% 8,531 $1.3M
Haverford Trust Co 0.01% No change 8,525 $1.3M
Heirloom Wealth Management 0.34% Add +0.1% 8,523 $1.3M
McElhenny Sheffield Capital Management, LLC 0.34% No change 8,519 $1.3M
American National Bank & Trust 0.13% Add +7051.3% 8,510 $1.3M
Mission Wealth Management, LP 0.03% Add +1.1% 8,470 $1.3M
AdvisorNet Financial, Inc 0.08% Reduce -13.8% 8,441 $1.3M
Verdence Capital Advisors LLC 0.09% Add +2.3% 8,396 $1.3M
Fifth Third Wealth Advisors LLC 0.05% Reduce -0.8% 8,390 $1.3M
SageView Advisory Group, LLC 0.05% Add +81.8% 7,092 $1.3M
Tectonic Advisors LLC 0.07% Add +0.7% 8,351 $1.2M
Wedmont Private Capital 0.05% Add +3.0% 7,849 $1.2M
Trust Asset Management LLC 0.09% No change 8,316 $1.2M
MIdWestOne Financial Group, Inc. 0.16% Reduce -0.5% 8,265 $1.2M
RW Investment Management LLC 0.14% Reduce -8.3% 8,250 $1.2M
Jackson Square Capital, LLC 0.27% New 8,249 $1.2M
Alpha Cubed Investments, LLC 0.05% Add +0.9% 8,214 $1.2M
Sax Wealth Advisors, LLC 0.07% Add +35.0% 8,199 $1.2M
Profund Advisors LLC 0.04% Reduce -18.3% 8,162 $1.2M
Lebenthal Global Advisors, LLC 0.23% Add +15.4% 8,161 $1.2M
Bailard, Inc. 0.03% Reduce -0.2% 8,133 $1.2M
Mayflower Financial Advisors, LLC 0.17% Reduce -11.8% 8,126 $1.2M
Pennsylvania Capital Management Inc. 0.39% Reduce -7.2% 8,075 $1.2M
Brown Miller Wealth Management, LLC 0.37% Add +4.2% 8,052 $1.2M
Invst, LLC 0.15% Add +26.1% 8,039 $1.2M
Sage Rhino Capital LLC 0.25% Add +0.8% 8,036 $1.2M
Sound View Wealth Advisors Group, LLC 0.09% Add +6.7% 8,035 $1.2M
JRM Investment Counsel, LLC 0.39% Reduce -65.1% 8,025 $1.2M
Capital Management Associates 1.95% No change 8,000 $1.2M
Jmac Enterprises LLC 0.26% Add +33.3% 8,000 $1.2M
Robeco Institutional Asset Management B.V. 0.00% Reduce -66.4% 7,928 $1.2M
LM Advisors LLC 0.15% Add +29.2% 7,899 $1.2M
17 Capital Partners, LLC 0.68% Reduce -10.7% 7,890 $1.2M
Intrua Financial, LLC 0.17% Add +60.8% 7,834 $1.2M
Trust Investment Advisors 0.71% Add +34.6% 7,834 $1.2M
Investment Partners Asset Management, Inc. 0.82% Reduce -4.2% 7,833 $1.2M
Lowe Brockenbrough & Co. Inc. 0.07% Reduce -3.1% 7,811 $1.2M
Brighton Jones LLC 0.03% Reduce -3.9% 7,792 $1.2M
WESPAC Advisors SoCal, LLC 0.26% Add +34.8% 7,792 $1.2M
Latash Investments, LLC 0.90% No change 7,774 $1.2M
First National Trust Co 0.04% Add +6.1% 7,754 $1.2M
Vaughan David Investments LLC 0.03% Add +263.7% 7,744 $1.2M
Accurate Wealth Management, LLC 0.18% Add +8.0% 7,042 $1.2M
CHICAGO TRUST Co NA 0.17% Reduce -13.6% 7,721 $1.2M
Azimuth Capital Investment Management LLC 0.04% Reduce -1.3% 7,702 $1.2M
MBM Wealth Consultants, LLC 0.31% New 7,698 $1.2M
Panagora Asset Management Inc. 0.01% Add +5.2% 7,675 $1.1M
FIL Ltd 0.00% Add +37.9% 7,663 $1.1M
Shelton Capital Management 0.03% Reduce -0.6% 7,659 $1.1M
Cookson Peirce & Co. Inc. 0.05% Add +25.9% 7,657 $1.1M
DRW Securities, LLC 0.08% Add +193.2% 7,649 $1.1M
Advisory Resource Group 0.22% New 7,631 $1.1M
Fjell Capital, LLC 1.06% Add +0.6% 7,610 $1.1M
Benchmark Financial Wealth Advisors, LLC 0.38% Add +0.6% 7,607 $1.1M
TOWER TRUST & INVESTMENT Co 0.81% Add +12.0% 7,586 $1.1M
Renaissance Investment Group LLC 0.25% No change 7,580 $1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +4.0% 7,543 $1.1M
Meridian Wealth Advisors, LLC 0.18% Add +36.2% 7,540 $1.1M
Dorsey & Whitney Trust CO LLC 0.06% Add +10.0% 7,539 $1.1M
TruWealth Advisors, LLC 0.06% Add +8.2% 7,535 $1.1M
Nebula Research & Development LLC 0.10% New 7,515 $1.1M
Alteri Wealth LLC 0.44% Add +0.8% 7,497 $1.1M
Signature Estate & Investment Advisors LLC 0.03% Add +13.2% 7,460 $1.1M
Walker Asset Management, LLC 0.64% Add +0.7% 7,444 $1.1M
IFP Advisors, Inc 0.03% Add +27.6% 7,228 $1.1M
SVB Wealth LLC 0.06% Reduce -16.5% 7,432 $1.1M
San Luis Wealth Advisors LLC 0.24% Add +130.5% 7,430 $1.1M
Investor's Fiduciary Advisor Network, LLC 0.41% Add +0.5% 7,423 $1.1M
Absolute Capital Management, LLC 0.56% Reduce -8.0% 7,407 $1.1M
Curi Capital, LLC 0.02% Add +80.6% 7,362 $1.1M
Harbour Investments, Inc. 0.03% Reduce -8.6% 7,358 $1.1M
Beaumont Asset Management, L.L.C. 0.59% Add +9.6% 7,336 $1.1M
Nicolet Bankshares Inc. 0.19% Add +11.0% 7,313 $1.1M
Naviter Wealth, LLC 0.13% Reduce -2.9% 7,309 $1.1M
Sheets Smith Wealth Management 0.13% No change 7,274 $1.1M
Capital Analysts, LLC 0.04% Add +0.1% 7,225 $1.1M
Sippican Capital Advisors 0.78% No change 7,219 $1.1M
Cooper Financial Group 0.13% Add +12.9% 7,213 $1.1M
Element Wealth, LLC 0.50% Reduce -8.7% 7,211 $1.1M
Cigna Investments Inc. 0.18% Reduce -0.5% 7,181 $1.1M
Forum Financial Management, LP 0.02% Add +2.6% 7,175 $1.1M
Robertson Stephens Wealth Management, LLC 0.04% Add +27.4% 7,167 $1.1M
Dynamic Advisor Solutions LLC 0.03% Add +4.2% 7,123 $1.1M
EPG Wealth Management LLC 0.32% Add +3.8% 7,117 $1.1M
Belpointe Asset Management LLC 0.04% Add +12.4% 7,113 $1.1M
AlphaCore Capital LLC 0.04% New 7,094 $1.1M
Ameritas Investment Partners, Inc. 0.03% Reduce -2.0% 7,087 $1.1M
Highland Capital Management, LLC 0.06% Reduce -0.2% 7,085 $1.1M
TrinityBridge Ltd 0.03% Reduce -0.9% 7,067 $1.1M
Fortress Private Ledger, LLC 0.48% Add +31.7% 7,052 $1.1M
Cladis Investment Advisory, LLC 0.66% Add +250.0% 7,000 $1.0M
Westover Capital Advisors, LLC 0.21% No change 6,996 $1.0M
Davis R M Inc. 0.02% Reduce -0.4% 6,993 $1.0M
Central Pacific Bank - Trust Division 0.14% New 6,983 $1.0M
First Pacific Financial 0.15% Reduce -8.5% 6,974 $1.0M
Sweeney & Michel, LLC 0.37% Reduce -4.5% 6,414 $1.0M
Union Bancaire Privee, UBP SA 0.02% Add +17.7% 8,244 $1.0M
PGIM Custom Harvest LLC 0.02% Add +1.5% 6,928 $1.0M
Freestone Capital Holdings, LLC 0.04% Reduce -24.4% 6,875 $1.0M
Strategic Blueprint, LLC 0.05% Reduce -14.9% 6,859 $1.0M
Linscomb Wealth, Inc. 0.05% Reduce -3.4% 6,855 $1.0M
Jump Financial, LLC 0.01% Reduce -96.8% 6,844 $1.0M
Curbstone Financial Management Corp 0.21% No change 6,808 $1.0M
NCM Capital Management, LLC 0.41% No change 6,748 $1.0M
LRI Investments, LLC 0.09% Reduce -5.2% 6,696 $1.0M
Strategic Advisors LLC 0.20% Add +42.0% 6,689 $1.0M
Avestar Capital, LLC 0.07% Add +10.1% 6,689 $1.0M
Schmidt P J Investment Management Inc. 0.17% Reduce -1.7% 6,653 $995K
Pallas Capital Advisors LLC 0.04% Add +93.9% 6,630 $992K
Plato Investment Management Ltd 0.07% Add +0.1% 6,653 $992K
LCNB Corp. 0.35% Add +2.3% 6,621 $990K
Raiffeisen Bank International AG 0.01% Reduce -2.5% 6,879 $988K
Purus Wealth Management, LLC 0.34% Add +7.7% 6,602 $988K
Moneco Advisors, LLC 0.09% Add +0.4% 6,581 $984K
Element Pointe Advisors, LLC 0.24% No change 6,576 $984K
Clear Creek Financial Management, LLC 0.09% Add +24.5% 6,573 $983K
Jeppson Wealth Management, LLC 0.34% Add +1.0% 6,549 $980K
Powell Investment Advisors, LLC 0.37% No change 6,544 $979K
Premier Path Wealth Partners, LLC 0.14% Add +0.2% 6,538 $978K
ExodusPoint Capital Management, LP 0.01% Reduce -83.7% 6,530 $977K
First Dallas Securities Inc. 0.38% Reduce -3.1% 6,410 $959K
Per Stirling Capital Management, LLC. 0.12% Reduce -2.3% 6,345 $949K
Foguth Wealth Management, LLC. 0.20% Add +151.3% 6,339 $948K
Geneos Wealth Management Inc. 0.02% Add +19.7% 6,316 $945K
Caption Management, LLC 0.09% New 6,300 $942K
DF Dent & Co. Inc. 0.01% Reduce -0.2% 6,286 $940K
Chapin Davis, Inc. 0.26% Reduce -1.4% 6,248 $935K
Newman Dignan & Sheerar, Inc. 0.21% Add +0.1% 6,200 $927K
Mark Sheptoff Financial Planning, LLC 0.49% Add +19.9% 6,175 $924K
Westwood Wealth Management 0.31% No change 6,175 $924K
Richards, Merrill & Peterson, Inc. 0.44% Add +1.6% 6,172 $923K
First PREMIER Bank 0.22% No change 6,119 $915K
Franklin Street Advisors Inc. 0.06% Reduce -38.4% 6,116 $915K
Ransom Advisory, Ltd 0.43% Reduce -2.7% 6,117 $915K
Cordgrass Capital Advisors, LLC 0.25% Add +11.2% 6,098 $912K
Brian Low Financial Group, LLC 0.85% — 6,097 $912K
Gladstone Institutional Advisory LLC 0.04% Add +0.6% 6,090 $911K
BSW Wealth Partners 0.12% Add +1.9% 6,076 $909K
Revolve Wealth Partners, LLC 0.12% Reduce -15.9% 6,068 $908K
Tyche Wealth Partners LLC 0.18% Add +0.1% 6,000 $898K
Supplemental Annuity Collective Trust of NJ 0.25% No change 6,000 $897K
Shay Capital LLC 0.20% New 6,000 $897K
Redhawk Wealth Advisors, Inc. 0.11% Add +0.8% 5,979 $894K
Lewis Asset Management, LLC 0.42% Add +16.1% 5,967 $893K
M3 Advisory Group, LLC 0.62% Reduce -2.0% 5,966 $892K
HCR Wealth Advisors 0.10% Add +33.9% 5,931 $887K
NTV Asset Management LLC 0.11% Reduce -1.7% 5,927 $887K
Mattson Financial Services, LLC 0.24% Add +4.4% 5,915 $885K
Aviso Wealth Management 0.41% Add +0.2% 5,874 $879K
Cullen Investment Group, LTD. 0.12% Reduce -0.3% 5,860 $877K
SBI Securities Co., Ltd. 0.03% Reduce -5.7% 5,835 $873K
MASTERINVEST Kapitalanlage GmbH 0.09% — 5,825 $871K
Sage Mountain Advisors LLC 0.06% Reduce -23.7% 5,804 $868K
Cullinan Associates Inc. 0.06% No change 5,800 $868K
Bienville Capital Management, LLC 0.17% Add +37.6% 5,782 $865K
Old Port Advisors 0.24% Add +2.0% 5,780 $865K
Kesler, Norman & Wride, LLC 0.15% Add +29.4% 5,773 $864K
Commerzbank Aktiengesellschaft 0.02% No change 5,764 $863K
Tocqueville Asset Management L.P. 0.01% Reduce -93.8% 5,769 $863K
Prentice Wealth Management LLC 0.23% Reduce -0.8% 5,767 $863K
AE Wealth Management LLC 0.01% Reduce -15.9% 5,755 $861K
Kozak & Associates, Inc. 0.18% Add +0.7% 5,425 $861K
Kensington Investment Counsel, LLC 0.37% No change 5,753 $861K
Cassaday & Co Wealth Management LLC 0.02% Add +23.4% 5,741 $859K
Coordinated Financial Services, Inc. 0.60% — 5,726 $857K
Gilman Hill Asset Management, LLC 0.14% Add +4.5% 5,718 $855K
Empire Financial Management Company, LLC 0.25% No change 5,717 $855K
Crewe Advisors LLC 0.12% Reduce -0.1% 5,685 $850K
Perbak Capital Partners LLP 0.19% Add +252.8% 5,684 $850K
Quadrant Private Wealth Management, LLC 0.18% Add +3.3% 5,665 $847K
Voleon Capital Management LP 0.05% New 5,619 $840K
Elevation Point Wealth Partners, LLC 0.07% Reduce -2.3% 5,601 $838K
PBMares Wealth Management LLC 0.15% Reduce -1.1% 5,596 $837K
Minot DeBlois Advisors LLC 0.79% Add +3.7% 5,549 $830K
Heartland Bank & Trust Co 0.39% Reduce -2.4% 5,544 $829K
Enterprise Bank & Trust Co 0.31% Reduce -12.9% 5,520 $826K
Lokken Investment Group LLC 0.32% Reduce -0.2% 5,514 $825K
JFS Wealth Advisors, LLC 0.05% Add +1.4% 5,483 $820K
Seamount Financial Group Inc. 0.42% Add +7.0% 5,475 $819K
Banque Cantonale Vaudoise 0.03% Reduce -16.3% 5,470 $818K
IAM Advisory, LLC 0.20% Add +3.4% 5,468 $818K
Roble, Belko & Company, Inc 0.12% Add +4.5% 5,465 $817K
Westmount Partners, LLC 0.22% Add +0.2% 5,446 $815K
YHB Investment Advisors, Inc. 0.06% Add +128.7% 5,421 $811K
Mosaic Financial Group, LLC 0.62% Add +0.1% 5,414 $810K
Wills Financial Group LLC 0.35% Add +6.2% 5,402 $808K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% No change 5,362 $802K
Tableaux LLC 0.46% Reduce -36.1% 5,345 $800K
HBK Sorce Advisory LLC 0.02% Reduce -42.7% 5,345 $799K
Reliant Investment Partners, LLC 0.69% No change 5,322 $796K
Avalon Capital Management 0.21% No change 5,320 $796K
Gilliland Jeter Wealth Management LLC 0.26% No change 5,313 $795K
Dale Q Rice Investment Management Ltd 0.66% Reduce -50.0% 4,787 $794K
McDonald Partners LLC 0.19% Reduce -2.4% 5,299 $793K
Ironsides Asset Advisors, LLC 0.23% No change 5,300 $793K
Arthur M. Cohen & Associates, LLC 0.14% Add +24.7% 5,269 $788K
Bar Harbor Wealth Management 0.05% No change 5,260 $787K
Broyhill Asset Management, LLC 0.71% No change 5,256 $786K
Gables Capital Management Inc. 0.37% No change 5,255 $786K
Quad-Cities Investment Group, LLC 0.36% No change 5,251 $785K
1620 Investment Advisors, Inc. 0.57% Add +3.4% 5,239 $784K
Fisher Asset Management 0.00% Reduce -15.8% 5,235 $783K
Focus Financial Network, Inc. 0.03% Add +8.8% 5,226 $782K
LOM Asset Management Ltd 0.26% — 5,205 $779K
Csenge Advisory Group 0.04% Add +0.3% 5,610 $778K
Forte Capital LLC 0.08% Add +0.0% 5,198 $778K
Empirical Finance, LLC 0.04% Add +4.0% 5,180 $775K
Fairscale Capital, LLC 0.56% Reduce -0.6% 4,478 $775K
Smithfield Trust Co 0.04% No change 5,165 $771K
Visionary Wealth Advisors 0.04% Add +8.5% 5,139 $769K
Busey Bank 0.02% Add +25.2% 5,126 $767K
Southland Equity Partners LLC 0.17% Reduce -1.9% 5,115 $765K
Leo Wealth, LLC 0.06% Add +11.8% 5,115 $765K
GC Wealth Management RIA, LLC 0.06% Add +226.3% 5,113 $765K
Herold Advisors, Inc. 0.16% Reduce -21.0% 5,109 $764K
OMNI 360 Wealth, Inc. 0.47% No change 5,107 $764K
Samalin Investment Counsel, LLC 0.29% Add +0.4% 5,104 $764K
S-Bank Fund Management Ltd 0.11% Add +14.1% 5,100 $763K
Norden Group LLC 0.08% Add +1.1% 5,094 $762K
Willner & Heller, LLC 0.64% Add +0.7% 5,086 $761K
Maven Securities LTD 0.20% Add +53.1% 5,072 $759K
Journey Strategic Wealth LLC 0.02% Add +75.6% 5,069 $758K
Guerra Advisors Inc 0.36% Add +20.9% 5,057 $756K
Salem Investment Counselors Inc. 0.02% Reduce -1.5% 5,052 $756K
Keel Point, LLC 0.05% Add +38.8% 5,050 $755K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Add +7.9% 5,040 $754K
Limestone Investment Advisors LP 0.34% — 5,020 $751K
Wbi Investments, LLC 0.19% Add +193.3% 5,016 $750K
Clifford Swan Investment Counsel LLC 0.03% Add +0.1% 5,010 $749K
Viawealth, LLC 0.44% Add +7.0% 5,003 $748K
Thoma Capital Management LLC 0.48% Add +5.0% 5,001 $748K
Infrastructure Capital Advisors, LLC 0.12% New 5,000 $748K
Octavia Wealth Advisors, LLC 0.08% Add +2.6% 4,965 $743K
LexAurum Advisors, LLC 0.12% Reduce -1.3% 4,960 $742K
Fragasso Financial Advisors Inc 0.05% Add +27.3% 4,955 $741K
McKinley Carter Wealth Services, Inc. 0.04% Add +2.3% 4,950 $740K
Arcus Capital Partners, LLC 0.32% Add +1.2% 4,937 $739K
Howard Capital Management, LLC 0.01% Add +22.6% 4,918 $736K
Vestmark Advisory Solutions, Inc. 0.01% Add +175.4% 4,891 $732K
Regal Investment Advisors LLC 0.05% Add +13.9% 4,883 $730K
Kennebec Savings Bank 0.71% New 4,871 $729K
Aprio Wealth Management, LLC 0.08% Add +72.6% 4,856 $726K
Van Cleef Asset Management,Inc 0.08% Reduce -17.1% 4,850 $725K
Personal Cfo Solutions, LLC 0.13% Add +4.0% 4,823 $721K
Congress Park Capital LLC 0.24% Add +29.7% 4,800 $718K
Old Mission Capital LLC 0.02% New 4,797 $718K
Global Assets Advisory, LLC 0.28% Reduce -53.9% 4,695 $717K
Verus Capital Partners, LLC 0.06% Add +2.1% 4,775 $714K
TRUE Private Wealth Advisors 0.08% Reduce -10.8% 4,754 $711K
CNB Bank 0.34% Add +14278.8% 4,745 $710K
Ullmann Wealth Partners Group, LLC 0.08% Add +0.3% 4,735 $708K
Birinyi Associates Inc. 0.21% Add +0.1% 4,736 $708K
Alan B Lancz & Associates, Inc. 0.70% No change 4,700 $703K
Kovack Advisors, Inc. 0.07% Add +7.0% 4,699 $703K
Mission Creek Capital Partners, Inc. 0.16% Add +3.3% 4,698 $703K
Guinness Asset Management LTD 0.01% Add +2.4% 4,697 $703K
Excalibur Management Corp. 0.26% Reduce -23.9% 4,683 $700K
WealthTrust Axiom LLC 0.21% Add +0.0% 4,681 $700K
Continuum Advisory, LLC 0.08% Add +1.1% 4,675 $699K
Western Financial Corp 0.37% Add +5.2% 4,670 $699K
Riverview Capital Advisers, LLC 0.20% Reduce -0.5% 4,667 $698K
Advisory Research Inc. 0.11% No change 4,667 $698K
Watts Gwilliam & Co., LLC 0.11% Add +4.5% 3,699 $698K
Checchi Capital Advisers, LLC 0.05% Reduce -8.4% 4,660 $697K
Mayfair Advisory Group, LLC 0.33% Add +0.7% 4,116 $695K
Lakeshore Capital Group, Inc. 0.61% Reduce -0.7% 4,634 $693K
Oak Hill Wealth Advisors, LLC 0.14% Add +7.5% 4,422 $691K
10Elms LLP 0.77% Reduce -2.1% 4,614 $690K
Wealth Alliance, LLC 0.08% Reduce -3.9% 4,606 $689K
Qtron Investments LLC 0.09% No change 4,589 $686K
Courier Capital LLC 0.04% Add +0.6% 4,585 $686K
Chemistry Wealth Management LLC 0.15% Add +3.4% 4,581 $685K
Flputnam Investment Management Co. 0.01% Add +10.1% 4,569 $683K
Aspetuck Financial Management LLC 0.51% Reduce -0.2% 4,565 $683K
Disciplined Investors, L.L.C. 0.53% Add +0.3% 4,549 $680K
Regatta Capital Group, LLC 0.12% Add +8.3% 4,546 $680K
HHM Wealth Advisors, LLC 0.08% Reduce -1.1% 4,533 $678K
Next Capital Management LLC 0.25% Add +18.8% 4,526 $677K
Garden State Investment Advisory Services LLC 0.18% Add +7.5% 4,512 $676K
Gridiron Partners, LLC 0.41% No change 4,454 $666K
First County Bank 0.36% Add +121.5% 4,453 $666K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -0.8% 4,444 $665K
SlateStone Wealth, LLC 0.06% No change 4,438 $664K
Pension & Wealth Management Advisors, Inc. 0.22% Reduce -3.3% 4,415 $660K
First American Trust, FSB 0.05% Add +4.6% 4,415 $660K
Nicholas Wealth, LLC. 0.58% Add +30.1% 4,414 $660K
Total Wealth Planning & Management, Inc. 0.57% Add +28.1% 4,407 $659K
Pure Financial Advisors, LLC 0.01% New 4,391 $657K
MSH Capital Advisors LLC 0.19% Add +37.6% 4,389 $657K
Annex Advisory Services, LLC 0.02% Reduce -0.3% 4,384 $656K
Gradient Capital Advisors, LLC 0.19% No change 4,383 $656K
Advisory Alpha, LLC 0.02% Reduce -0.6% 4,369 $654K
Nadler Financial Group, Inc. 0.07% Reduce -1.8% 4,344 $650K
Kohmann Bosshard Financial Services, LLC 0.07% Add +14.3% 4,343 $650K
YANKCOM Partnership 0.32% Add +35975.0% 4,329 $648K
Everpar Advisors LLC 0.29% Reduce -7.3% 4,321 $646K
Financial Partners Group, Inc 0.09% Add +8.4% 4,315 $645K
Sapient Capital LLC 0.01% Add +0.3% 4,309 $645K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.14% Add +153.3% 4,301 $643K
Simplicity Wealth,LLC 0.03% New 4,292 $642K
KMG Fiduciary Partners, LLC 0.05% Reduce -3.3% 4,276 $640K
QTR Family Wealth, LLC 0.40% Add +30.6% 4,271 $639K
Colonial River Investments, LLC 0.27% Add +0.6% 3,888 $638K
TD Private Client Wealth LLC 0.02% Add +30.4% 4,262 $638K
Heritage Wealth Advisors 0.03% Reduce -7.3% 4,248 $635K
Trueblood Wealth Management, LLC 0.26% Add +5.5% 4,204 $629K
Tandem Investment Advisors, Inc. 0.02% Reduce -8.3% 4,192 $627K
Breed's Hill Capital LLC 0.30% Add +0.7% 4,180 $625K
Partners Capital Investment Group, LLP 0.03% Add +3.1% 4,176 $625K
Moody National Bank Trust Division 0.06% Add +3.0% 4,169 $624K
Wimmer Associates 1, LLC 0.32% No change 4,143 $620K
Financial Engines Advisors L.L.C. 0.00% Add +69.5% 4,142 $619K
Logan Capital Management Inc. 0.03% No change 4,125 $617K
Forbes J M & Co. LLP 0.06% Add +0.6% 4,108 $614K
Cornerstone Advisory, LLC 0.07% Reduce -0.8% 4,088 $612K
NWF Advisory Services Inc. 0.07% Add +9.5% 4,031 $603K
Family Manage LLC 0.09% Add +3.2% 4,019 $601K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -2.4% 4,016 $601K
Presidio Capital Management, LLC 0.23% Add +0.1% 4,015 $601K
Perennial Investment Advisors, LLC 0.06% Add +5.0% 4,011 $600K
Hodges Capital Management Inc. 0.06% Reduce -2.2% 4,010 $600K
Lanark Financial, Inc. 0.05% Add +1.0% 4,011 $599K
J. W. Coons Advisors, LLC 0.14% Add +56.2% 4,004 $599K
Cary Street Partners Investment Advisory LLC 0.29% Add +2.1% 4,003 $599K
Saiph Capital, LLC 0.23% New 4,000 $598K
OneAscent Financial Services LLC 0.04% Add +4.4% 3,978 $596K
Castle Rock Wealth Management, LLC 0.14% Reduce -64.9% 3,529 $594K
Stratos Investment Management, LLC 0.03% Add +4.0% 3,965 $593K
TCI Wealth Advisors, Inc. 0.04% Add +0.3% 3,962 $593K
Activest Wealth Management 0.14% Add +0.9% 3,962 $593K
Valmark Advisers, Inc. 0.01% Reduce -0.7% 3,949 $591K
Ashton Thomas Securities, LLC 0.14% Reduce -1.9% 3,939 $589K
Covey Capital Advisors, LLC 0.63% No change 3,920 $586K
Legacy Wealth Management, LLC / MS 0.18% Reduce -35.0% 3,917 $586K
Ames National Corp. 0.38% No change 3,900 $583K
BCU Wealth Advisors, LLC 0.26% New 3,900 $583K
Onyx Bridge Wealth Group LLC 0.08% Add +2.7% 3,876 $580K
Bernardo Wealth Planning LLC 0.13% Add +1.2% 3,870 $579K
Fiduciary Family Office, LLC 0.19% Add +1.2% 3,855 $577K
WNY Asset Management, LLC 0.06% Add +1.7% 3,852 $576K
Godsey & Gibb, Inc. 0.05% No change 3,844 $575K
Perkins Coie Trust Co 0.10% No change 3,843 $575K
CX Institutional 0.02% Add +15.4% 3,799 $568K
United Advisor Group, LLC 0.10% Reduce -11.2% 3,794 $568K
Great Lakes Advisors, LLC 0.00% Reduce -18.4% 3,794 $568K
Chung Wu Investment Group, LLC 0.59% Add +15.2% 3,790 $567K
Avantax Planning Partners, Inc. 0.02% Add +5.4% 3,789 $567K
LVW Advisors, LLC 0.06% Add +5.8% 3,785 $566K
Moss Adams Wealth Advisors LLC 0.05% Add +43.2% 3,783 $566K
Laffer Tengler Investments, Inc. 0.12% New 3,780 $565K
Plotkin Financial Advisors, LLC 0.31% No change 3,779 $565K
Sovereign Financial Group, Inc. 0.12% Add +0.9% 3,774 $565K
Townsend Asset Management Corp. /NC/ 0.20% Add +0.1% 3,772 $564K
Voya Financial Advisors, Inc. 0.06% Reduce -30.7% 3,722 $562K
Keystone Financial Group 0.05% Reduce -2.7% 3,740 $559K
Janney Capital Management LLC 0.04% Add +11.5% 3,720 $556K
Moloney Securities Asset Management, LLC 0.07% Add +4.4% 3,714 $556K
Paragon Private Wealth Management, LLC 0.22% Reduce -3.3% 3,704 $554K
EHP Funds Inc. 0.64% New 3,700 $553K
Armstrong Advisory Group, Inc. 0.04% Add +7.3% 3,698 $553K
MFA Wealth Services 0.41% Add +1.1% 3,666 $548K
Asahi Life Asset Management Co., LTD. 0.32% Add +14.4% 3,660 $547K
Elmwood Wealth Management, Inc. 0.22% Add +2.9% 3,655 $547K
Soltis Investment Advisors LLC 0.04% Reduce -74.7% 3,654 $547K
Palumbo Wealth Management LLC 0.17% Reduce -2.0% 3,633 $543K
Brooklyn Investment Group 0.07% Add +42.5% 3,631 $543K
Ameritas Advisory Services, LLC 0.03% Reduce -72.5% 3,630 $543K
Valued Retirements, Inc. 0.61% No change 3,611 $540K
Alta Advisers Ltd 0.19% No change 3,606 $539K
Atlas Capital Advisors Inc. 0.07% No change 3,600 $538K
Syon Capital LLC 0.04% Add +35.0% 3,595 $538K
Bigelow Investment Advisors, LLC 0.24% Add +3.9% 3,594 $538K
Advisor OS, LLC 0.05% Add +3.3% 3,593 $537K
Redwood Financial Network Corp 0.36% Add +1.9% 3,588 $537K
AlTi Global, Inc. 0.01% Add +14.1% 3,542 $533K
Essex Bank 0.13% Add +14.0% 3,560 $532K
Financial Advocates Investment Management 0.04% Reduce -49.1% 3,555 $532K
Avondale Wealth Management 0.30% Add +69.0% 3,550 $531K
Venturi Wealth Management, LLC 0.03% Reduce -17.0% 3,520 $527K
Ameriflex Group, Inc. 0.28% Reduce -19.0% 3,552 $526K
Select Asset Management & Trust 0.18% No change 3,511 $525K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -69.0% 3,505 $524K
WBH Advisory Inc. 0.04% Add +0.1% 3,495 $523K
Worth Financial Advisory Group, LLC 0.32% Add +0.7% 3,490 $522K
Richard C. Young & CO., LTD. 0.05% Add +0.4% 3,485 $521K
Inscription Capital, LLC 0.07% Reduce -45.2% 3,476 $520K
Hutchens & Kramer Investment Management Group, LLC 0.24% Reduce -0.1% 3,400 $519K
Procyon Advisors, LLC 0.05% Reduce -72.0% 3,470 $519K
Smart Money Group LLC 0.16% Add +2.1% 3,458 $517K
Marshall Financial Group, LLC 0.10% Reduce -0.9% 3,377 $517K
Avior Wealth Management, LLC 0.02% Add +10.7% 3,451 $516K
Parkside Financial Bank & Trust 0.06% Reduce -23.0% 3,448 $516K
Manchester Capital Management LLC 0.07% Reduce -3.1% 3,448 $516K
Wesbanco Bank Inc. 0.02% Add +5.9% 3,447 $516K
Groupama Asset Managment 0.01% No change 3,409 $515K
American Assets Capital Advisers, LLC 0.52% Reduce -92.7% 3,443 $515K
First Horizon Advisors, Inc. 0.01% Reduce -0.9% 3,430 $513K
Conning Inc. 0.02% Reduce -3.6% 3,417 $511K
Clearwater Capital Advisors, LLC 0.05% Add +0.0% 3,401 $509K
BLB&B Advisors, LLC 0.02% Reduce -15.1% 3,385 $506K
Zacks Investment Management 0.00% Add +0.4% 3,382 $506K
Schrum Private Wealth Management LLC 0.40% Add +0.1% 3,355 $502K
Legacy Edge Advisors, LLC 0.07% Add +9.7% 3,353 $502K
RFG Advisory, LLC 0.01% Add +4.8% 3,351 $501K
MKT Advisors LLC 0.20% Add +0.9% 3,276 $500K
Sherbrooke Park Advisers LLC 0.22% Reduce -1.8% 3,333 $499K
NorthStar Asset Management LLC 0.26% Reduce -1.8% 3,331 $498K
Brookwood Investment Group LLC 0.08% Add +75.0% 3,328 $498K
Townsquare Capital LLC 0.05% Reduce -84.1% 3,320 $497K
BankPlus Wealth Management LLC 0.33% Add +3.1% 3,319 $496K
Ameliora Wealth Management Ltd. 0.18% Reduce -36.2% 3,310 $495K
Calamos Wealth Management LLC 0.02% Reduce -5.4% 3,308 $495K
AssuredPartners Investment Advisors, LLC 0.12% Reduce -0.1% 3,289 $492K
Veracity Capital LLC 0.17% Add +0.1% 3,282 $491K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 3,278 $490K
Burns J W & Co. Inc. 0.06% No change 3,275 $490K
Medallion Wealth Advisors, LLC 0.19% Add +0.7% 3,259 $489K
Marino, Stram & Associates LLC 0.10% Add +14.0% 3,270 $489K
Harbour Capital Advisors, LLC 0.10% No change 3,175 $488K
LeClair Wealth Partners LLC 0.33% Reduce -0.0% 3,258 $487K
LWM Advisory Services, LLC 0.34% Add +2.7% 3,257 $487K
Glen Eagle Advisors, LLC 0.07% Add +0.1% 3,256 $487K
Silvia McColl Wealth Management, LLC 0.35% No change 3,249 $486K
L2 Asset Management, LLC 0.08% Add +8.0% 3,238 $484K
Sigma Investment Counselors Inc. 0.03% Reduce -6.1% 3,220 $482K
Fort Point Capital Partners LLC 0.05% Reduce -2.7% 3,209 $480K
Dover Advisors, LLC 0.21% Reduce -5.9% 3,188 $477K
Manske Wealth Management 0.16% Add +6.9% 3,179 $476K
Federated Hermes, Inc. 0.00% Reduce -1.3% 3,175 $475K
Blue Trust, Inc. 0.01% Reduce -26.1% 3,160 $473K
GSG Advisors LLC 0.14% Add +0.1% 3,145 $470K
VAUGHAN & Co SECURITIES, INC. 0.27% Reduce -1.2% 3,128 $468K
Advus Financial Partners, LLC 0.12% Add +1.4% 3,127 $468K
Earned Wealth Advisors, LLC 0.09% Reduce -5.7% 3,124 $467K
Ingalls & Snyder LLC 0.02% Add +5.6% 3,124 $467K
Summit Securities Group LLC 0.17% Add +3.9% 3,118 $466K
Atwood & Palmer Inc. 0.03% Add +3000.0% 3,100 $464K
Astoria Portfolio Advisors LLC. 0.13% Add +16.4% 2,595 $462K
Eagle Wealth Strategies LLC 0.26% No change 3,075 $460K
Equitable Trust Co. 0.02% No change 3,074 $460K
Carmel Capital Partners, LLC 0.16% Reduce -3.2% 3,063 $458K
Hofer & Associates. Inc 0.28% No change 3,040 $455K
Cynosure Group, LLC 0.05% Add +35.0% 3,038 $454K
Seven Mile Advisory 0.27% Reduce -5.6% 3,037 $454K
Moody Aldrich Partners LLC 0.09% Reduce -15.5% 3,031 $453K
Ballast, Inc. 0.12% Reduce -4.5% 3,016 $451K
Bogart Wealth, LLC 0.02% Reduce -1.4% 3,011 $450K
Romano Brothers and Company 0.06% Reduce -4.0% 3,009 $450K
Marble Harbor Investment Counsel, LLC 0.05% No change 3,000 $449K
Integral Investment Advisors, Inc. 0.13% Add +61.8% 2,997 $448K
Claro Advisors Inc. 0.07% Reduce -47.5% 2,989 $447K
Silverlake Wealth Management LLC 0.13% Add +13.5% 2,982 $446K
Glass Jacobson Investment Advisors llc 0.17% Reduce -8.5% 2,981 $446K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -1.6% 2,979 $446K
Empower Advisory Group, LLC 0.00% Reduce -8.1% 2,974 $445K
Trust Point Inc. 0.04% Reduce -3.6% 2,969 $444K
IRON Financial LLC 0.23% Add +0.1% 2,965 $444K
Warther Private Wealth, LLC 0.12% Add +73.4% 2,961 $443K
Zuckerman Investment Group, LLC 0.04% No change 2,959 $443K
Beaumont Financial Advisors, LLC 0.03% No change 2,943 $440K
George Kaiser Family Foundation 0.06% Add +51.7% 2,940 $440K
Prescott Group Capital Management, L.L.C. 0.05% Add +51.7% 2,940 $440K
Oddo BHF Asset Management Sas 0.02% Reduce -2.4% 2,939 $440K
Masso Torrence Wealth Management Inc. 0.20% Add +0.2% 2,936 $439K
Lantz Financial LLC 0.11% Add +0.5% 2,930 $438K
Roof Eidam Maycock Peralta, LLC 0.11% Reduce -48.2% 2,927 $438K
Obermeyer Wealth Partners 0.02% Reduce -0.8% 2,927 $438K
GTS Securities LLC 0.02% Reduce -26.7% 2,904 $434K
Terra Nova Asset Management LLC 0.30% Reduce -80.6% 2,903 $434K
Sterneck Capital Management, LLC 0.22% No change 2,900 $434K
Affinity Capital Advisors, LLC 0.07% No change 2,900 $434K
Eagle Global Advisors LLC 0.02% Reduce -20.4% 2,900 $434K
Lombard Odier Asset Management (USA) Corp 0.13% New 2,893 $433K
PDS Planning, Inc 0.03% Add +6.6% 2,891 $432K
RB Capital Management, LLC 0.10% Add +0.5% 2,889 $432K
Purkiss Capital Advisors LLC 0.24% Add +6.7% 2,887 $432K
Brown Financial Advisors 0.17% Add +0.3% 2,885 $432K
Triad Wealth Partners, LLC 0.09% Add +7.3% 2,883 $431K
Vertex Planning Partners, LLC 0.09% Add +0.0% 2,881 $431K
CRA Financial Services, LLC 0.07% Add +3.2% 2,875 $430K
RNC Capital Management LLC 0.02% Reduce -23.1% 2,865 $429K
R Squared Ltd 0.24% New 2,856 $427K
Southeast Asset Advisors, LLC 0.05% Add +0.7% 2,849 $426K
IVC Wealth Advisors LLC 0.21% Add +1.8% 2,845 $426K
Brogan Financial, Inc. 0.19% Add +0.6% 2,832 $424K
Bourgeon Capital Management LLC 0.09% New 2,828 $423K
Soundwatch Capital LLC 0.07% New 424,011 $421K
Armstrong, Fleming & Moore, Inc 0.23% New 2,802 $419K
Nilsine Partners, LLC 0.04% Add +4.7% 2,799 $419K
Certuity, LLC 0.04% Reduce -25.4% 2,784 $417K
Gsa Capital Partners LLP 0.03% Reduce -91.3% 2,783 $416K
Integrity Alliance, Llc. 0.02% Reduce -54.6% 2,780 $416K
Poehling Capital Management, INC. 0.10% No change 2,773 $415K
Capital Advisors, Ltd. LLC 0.05% Reduce -1.0% 2,770 $414K
Wealth Alliance Advisory Group, LLC 0.08% Reduce -1.4% 2,762 $413K
Quotient Wealth Partners, LLC 0.01% Reduce -4.0% 2,762 $413K
BBR Partners, LLC 0.03% Add +1.0% 2,755 $412K
Rise Advisors, LLC 0.16% Reduce -3.4% 2,755 $412K
Foster Victor Wealth Advisors, LLC 0.03% Add +1.9% 2,595 $412K
Millennium Capital Advisors, LLC 0.27% Add +17.0% 2,750 $411K
Relyea Zuckerberg Hanson LLC 0.05% Reduce -7.6% 2,744 $410K
Harvest Fund Management Co., Ltd 0.02% Reduce -53.2% 2,739 $410K
Boston Family Office LLC 0.03% No change 2,732 $409K
Westshore Wealth, LLC 0.16% Reduce -4.0% 2,734 $409K
Avory & Company, LLC 0.25% Add +3.4% 2,733 $409K
Crawford Investment Counsel Inc. 0.01% Reduce -6.2% 2,725 $408K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -0.7% 2,721 $407K
Meridian Wealth Management, LLC 0.02% Reduce -0.8% 2,713 $406K
Cape Investment Advisory, Inc. 0.15% Add +211.3% 2,711 $406K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% Reduce -2.0% 2,710 $405K
Verum Partners LLC 0.09% Reduce -14.5% 2,696 $403K
Grove Bank & Trust 0.05% Reduce -7.6% 2,674 $400K
Signal Advisors Wealth, LLC 0.03% Add +3.7% 2,657 $397K
First Merchants Corp. 0.02% No change 2,655 $397K
SOA Wealth Advisors, LLC. 0.07% Add +0.1% 2,655 $397K
Morton Capital Management LLC 0.07% Reduce -1.1% 2,645 $396K
NFSG Corp 0.06% Add +8.0% 2,644 $396K
Johnson Financial Group, Inc. 0.02% Add +23.6% 2,643 $395K
Two Sigma Securities, LLC 0.05% Reduce -33.0% 2,643 $395K
Trivium Point Advisory, LLC 0.04% Add +0.5% 2,628 $393K
Kestra Investment Management, LLC 0.01% Add +304.2% 2,611 $391K
Evoke Wealth, LLC 0.01% Reduce -30.6% 2,611 $391K
Investmark Advisory Group LLC 0.18% Reduce -0.1% 2,601 $389K
Enterprise Financial Services Corp 0.21% Add +15.0% 2,601 $389K
Aft, Forsyth & Sober, LLC 0.13% New 2,600 $389K
Pines Wealth Management, LLC 0.14% Add +12.7% 2,496 $387K
Patten & Patten Inc. 0.03% Reduce -3.7% 2,581 $386K
Capital Square, LLC 0.21% Add +52.0% 2,381 $386K
First Heartland Consultants, Inc. 0.03% Reduce -6.0% 2,573 $385K
VeraBank, N.A. 0.08% Add +13.7% 2,567 $384K
Smart Portfolios, LLC 0.39% Reduce -0.2% 2,565 $384K
Calton & Associates, Inc. 0.07% Add +47.5% 2,560 $383K
Farmers & Merchants Investments Inc. 0.01% Reduce -10.8% 2,559 $383K
Versant Capital Management, Inc 0.06% Reduce -2.8% 2,553 $382K
Kennedy Investment Group, Inc. 0.16% Reduce -5.3% 2,545 $381K
Legacy Bridge, LLC 0.18% Add +13.4% 2,535 $379K
Spirepoint Private Client, LLC 0.04% Reduce -0.0% 2,532 $379K
TFR Capital, LLC. 0.14% Add +29.4% 2,525 $378K
Promethium Advisors,llc 0.23% Add +65.8% 2,520 $377K
Summit X, LLC 0.07% Add +66.7% 2,516 $376K
Trillium Asset Management, LLC 0.01% No change 2,516 $376K
Diversified Enterprises, LLC 0.03% Reduce -25.8% 2,502 $374K
Trace Wealth Advisors, LLC 0.31% No change 2,500 $374K
Corient IA LP 0.22% No change 2,500 $374K
Obsidian Personal Planning Solutions LLC 0.15% No change 2,500 $374K
McDaniel Terry & Co. 0.03% No change 2,500 $374K
Facet Wealth, Inc. 0.01% Add +30.3% 2,161 $374K
Channel Wealth LLC 0.10% No change 2,480 $371K
Operose Advisors LLC 0.10% No change 2,470 $369K
Bridgewater Associates 0.00% Reduce -45.5% 2,467 $369K
Baker Avenue Asset Management, LP 0.01% Reduce -7.2% 2,462 $368K
Hardin Capital Partners, LLC 0.22% No change 2,400 $367K
Redwood Wealth Management Group, LLC 0.17% Reduce -0.4% 2,445 $366K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -0.1% 2,433 $364K
Vanguard Capital Wealth Advisors 0.36% No change 2,433 $364K
Occidental Asset Management, LLC 0.05% Reduce -32.2% 2,431 $364K
Port Capital LLC 0.02% No change 2,430 $363K
Reik & Co., LLC 0.09% No change 2,425 $363K
Lionshead Wealth Management, LLC 0.33% Reduce -19.3% 2,420 $362K
Herbst Group, LLC 0.22% Add +6.1% 2,415 $361K
Westwood Holdings Group Inc. 0.00% Add +2.2% 2,415 $361K
PFG Advisors 0.02% Add +18.9% 2,414 $361K
Secure Asset Management, LLC 0.07% Add +0.1% 2,404 $360K
Sather Financial Group Inc 0.02% Add +20.1% 2,401 $359K
TCFG Wealth Management, LLC 0.16% Reduce -3.8% 2,400 $359K
Penobscot Investment Management Company, Inc. 0.03% Reduce -0.2% 2,400 $359K
Birch Hill Investment Advisors LLC 0.02% Add +26.3% 2,400 $359K
Copley Financial Group, Inc. 0.27% Reduce -4.5% 2,391 $358K
Advyzon Investment Management, LLC 0.08% Add +13.9% 2,389 $357K
Trust Co. of Vermont 0.02% Add +25.2% 2,388 $357K
Resonant Capital Advisors, LLC 0.02% Add +42.1% 2,386 $357K
Sentry Investment Management LLC 0.20% No change 2,276 $356K
Creekmur Asset Management LLC 0.06% Reduce -4.1% 2,379 $356K
Confluence Wealth Services, Inc. 0.02% Add +0.0% 2,372 $355K
Red Spruce Capital, LLC 0.15% No change 2,371 $355K
Elwood & Goetz Wealth Advisory Group, LLC 0.08% No change 2,357 $353K
Archford Capital Strategies, LLC 0.05% New 2,357 $353K
Catalyst Financial Partners LLC 0.04% Add +18.5% 2,356 $352K
Tandem Wealth Advisors LLC 0.17% Add +30.6% 2,348 $351K
McAdam, LLC 0.02% Add +33.2% 2,347 $351K
Park National Corp. 0.01% Add +3.4% 2,334 $349K
Pacific Point Advisors, LLC 0.19% No change 2,325 $348K
Evermay Wealth Management LLC 0.04% No change 2,314 $346K
BOS Asset Management, LLC 0.11% Reduce -0.7% 2,308 $345K
ICONIQ Capital, LLC 0.01% Reduce -28.2% 2,307 $345K
Harold Davidson & Associates Inc. 0.22% Reduce -5.3% 2,303 $344K
Optimum Investment Advisors 0.15% No change 2,300 $344K
Vista Capital Partners, Inc. 0.04% Add +0.7% 2,290 $343K
Perpetual Ltd 0.00% New 2,284 $342K
Legacy Private Trust Co. 0.02% No change 2,279 $341K
First Foundation Advisors 0.01% Reduce -6.3% 2,271 $340K
Ramirez Asset Management, Inc. 0.05% No change 2,266 $339K
West Family Investments, Inc. 0.09% Add +26.8% 2,256 $337K
Marco Investment Management LLC 0.03% No change 2,256 $337K
IFG Advisory, LLC 0.02% Reduce -22.4% 2,252 $337K
Carl P. Sherr & Co., LLC 0.17% No change 2,250 $337K
Thompson Investment Management, Inc. 0.05% Add +220.6% 2,244 $336K
Traphagen Investment Advisors LLC 0.03% Add +0.6% 2,238 $335K
MJP Associates Inc. 0.05% Add +0.3% 2,232 $334K
Smith Anglin Financial, LLC 0.03% Add +1.4% 2,232 $334K
Simon Quick Advisors, LLC 0.02% Reduce -68.4% 2,228 $333K
Hancock Whitney Corp. 0.01% New 2,223 $333K
Am Investment Strategies LLC 0.08% Reduce -2.2% 2,221 $332K
Mattern Wealth Management LLC 0.07% Add +2.8% 2,213 $331K
JFG Wealth Management, LLC 0.07% No change 2,211 $331K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +24.0% 2,208 $330K
Sachetta, LLC 0.13% Reduce -1.4% 2,199 $329K
Corton Capital Inc. 0.38% New 2,185 $327K
Twin Peaks Wealth Advisors, LLC 0.11% Add +24.7% 1,881 $327K
Smartleaf Asset Management LLC 0.03% Reduce -25.6% 2,162 $327K
Altfest L J & Co. Inc. 0.04% Add +0.5% 2,180 $326K
44 Wealth Management LLC 0.12% Add +7.1% 2,174 $325K
Stonebridge Capital Advisors LLC 0.02% Add +20.5% 2,172 $325K
Koss-Olinger Consulting, LLC 0.03% Reduce -2.6% 2,171 $325K
Aire Advisors, LLC 0.06% Add +0.7% 2,170 $325K
SC&H Financial Advisors, Inc. 0.06% Reduce -14.3% 2,170 $325K
Opal Wealth Advisors, LLC 0.09% Reduce -1.3% 2,170 $325K
MUFG Securities EMEA plc 0.01% Reduce -98.4% 2,156 $322K
Outlook Wealth Advisors, LLC 0.08% Reduce -0.2% 2,155 $322K
Washington Trust Bank 0.03% New 2,155 $322K
Signet Financial Management, LLC 0.04% Add +0.5% 2,153 $322K
Associated Banc-Corp 0.01% Add +0.1% 2,143 $321K
Balboa Wealth Partners 0.06% Add +0.5% 2,136 $320K
Community Financial Services Group, LLC 0.06% No change 2,133 $319K
Cove Private Wealth, LLC 0.11% New 2,132 $319K
Rockland Trust Co. 0.02% No change 2,125 $318K
Peddock Capital Advisors, LLC 0.07% Add +3.7% 2,111 $316K
Independence Bank of Kentucky 0.04% Add +1.6% 2,109 $315K
Tower Bridge Advisors 0.03% No change 2,109 $315K
Hutchinson Capital Management 0.06% Reduce -0.1% 2,108 $315K
Philadelphia Trust Co. 0.02% Reduce -2.3% 2,103 $315K
Bank Pictet & Cie (Europe) AG 0.01% Reduce -29.7% 2,100 $314K
All Terrain Financial Advisors, LLC 0.11% Add +0.6% 2,099 $314K
Code Waechter LLC 0.22% Reduce -1.8% 2,094 $313K
Aletheian Wealth Advisors LLC 0.15% Add +1.7% 2,091 $313K
Invictus Private Wealth, LLC 0.02% New 2,080 $311K
Aaron Wealth Advisors LLC 0.03% Reduce -10.4% 2,078 $311K
Sivia Capital Partners, LLC 0.11% Add +9.3% 2,076 $310K
Silver Oak Securities, Incorporated 0.03% Add +2.4% 2,071 $310K
Fonville Wealth Management LLC 0.08% No change 2,070 $310K
Cora Capital Advisors LLC 0.14% No change 2,066 $309K
Dana Investment Advisors, Inc. 0.01% Reduce -32.0% 2,065 $309K
Cromwell Holdings LLC 0.19% No change 2,059 $308K
Wolff Financial Management LLC 0.08% Add +0.1% 2,051 $307K
Bingham Private Wealth, LLC 0.29% Add +0.1% 2,052 $307K
Icon Wealth Advisors, LLC 0.02% Add +67.4% 2,041 $305K
Destiny Wealth Partners, LLC 0.04% New 2,032 $304K
Hopwood Financial Services, Inc. 0.24% No change 2,030 $304K
Biltmore Family Office, LLC 0.05% Add +5.6% 2,024 $303K
Flagship Wealth Advisors, LLC 0.11% Add +8.0% 2,022 $302K
Fairfield, Bush & Co. 0.17% Reduce -6.2% 2,015 $301K
Forefront Wealth Management Inc. 0.24% No change 2,013 $301K
Texas Capital Bank Wealth Management Services Inc 0.03% New 2,013 $301K
Round Rock Advisors LLC 0.05% Reduce -1.6% 2,008 $300K
Lincoln Capital Corp. 0.12% Reduce -2.3% 2,005 $300K
Essex LLC 0.06% Reduce -1.2% 2,002 $299K
Merrion Investment Management Co, LLC 0.19% Reduce -20.0% 2,000 $299K
PACK Private Wealth, LLC 0.16% No change 2,000 $299K
Searle & Co. 0.08% No change 2,000 $299K
Alaska Wealth Advisors, LLC 0.04% No change 2,000 $299K
W Advisors, LLC 0.17% No change 1,998 $299K
Ostrum Asset Management 0.01% Reduce -2.8% 1,997 $299K
TCV Trust & Wealth Management, Inc. 0.03% No change 1,995 $298K
Maltin Wealth Management, Inc. 0.13% Add +0.3% 1,995 $298K
LFA - Lugano Financial Advisors SA 0.18% No change 2,000 $297K
V-Square Quantitative Management LLC 0.04% Add +11.2% 1,981 $296K
Westpac Banking Corp. 0.02% No change 1,975 $295K
Walled Lake Planning & Wealth Management, LLC 0.10% Add +0.6% 1,974 $295K
Headland Capital, LLC 0.09% Reduce -1.4% 1,972 $295K
Autumn Glory Partners, LLC 0.14% No change 1,970 $295K
Cypress Wealth Services, LLC 0.05% Reduce -0.6% 1,969 $295K
Bison Wealth, LLC 0.02% New 1,811 $293K
RIA Advisory Group LLC 0.09% Add +0.6% 1,962 $293K
Second Line Capital, LLC 0.07% No change 1,959 $293K
LBJ Family Wealth Advisors, Ltd. 0.17% Add +0.1% 1,958 $293K
JTC Employer Solutions Trustee Ltd 0.03% No change 1,960 $293K
CCG Wealth Management, LLC 0.15% Add +1.6% 1,955 $292K
Renasant Bank 0.20% Reduce -2.6% 1,954 $292K
Bellecapital International Ltd. 0.05% No change 1,951 $292K
Everett Harris & Co. 0.00% Add +0.5% 1,935 $289K
Aspiriant, LLC 0.01% Reduce -3.1% 1,934 $289K
BIP Wealth, LLC 0.02% New 1,933 $289K
Berger Financial Group, Inc 0.02% Reduce -6.1% 1,931 $289K
Howard Financial Services, LTD. 0.04% Reduce -78.9% 1,931 $289K
Pegasus Asset Management, Inc. 0.10% Add +18.5% 1,925 $288K
Selective Wealth Management, Inc. 0.10% No change 1,810 $287K
Perennial Advisors, LLC 0.05% No change 1,917 $287K
Huntleigh Advisors, Inc. 0.05% Reduce -1.8% 1,900 $284K
Cerro Pacific Wealth Advisors LLC 0.08% Add +21.3% 1,899 $284K
CYBER HORNET ETFs LLC 0.20% Reduce -0.6% 1,894 $283K
Deseret Mutual Benefit Administrators 0.13% No change 1,884 $282K
Oak Ridge Investments LLC 0.02% No change 1,881 $281K
E Fund Management Co., Ltd. 0.01% No change 1,879 $281K
Grey Ledge Advisors, LLC 0.07% Reduce -8.2% 1,860 $278K
Mystic Asset Management, Inc. 0.07% Add +5.3% 1,859 $278K
Plancorp, LLC 0.01% Add +2.5% 1,857 $278K
Omnia Family Wealth, LLC 0.10% Reduce -10.8% 1,857 $278K
Blackston Financial Advisory Group, LLC 0.17% Reduce -2.3% 1,855 $277K
Pitcairn Co. 0.02% Add +12.4% 1,854 $277K
Hayek Kallen Investment Management 0.09% New 1,850 $277K
Cadinha & Co. LLC 0.05% Reduce -3.9% 1,850 $277K
Full Sail Capital, LLC 0.02% No change 1,850 $277K
Sovran Advisors, LLC 0.03% New 1,757 $275K
Pennington Partners & Co., LLC 0.15% Reduce -2.1% 1,836 $275K
Eaton Financial Holdings Company, LLC 0.08% New 1,827 $273K
Kera Capital Partners, Inc. 0.05% New 1,826 $273K
NBT Bank, N.A. 0.02% No change 1,820 $272K
AA Financial Advisors, LLC 0.06% Reduce -0.6% 1,819 $272K
Optiver Holding B.V. 0.01% Add +151.3% 1,814 $271K
Bestgate Wealth Advisors, LLC 0.56% No change 1,941 $271K
JNBA Financial Advisors 0.03% Reduce -8.5% 1,813 $271K
Grove Street Fiduciary, LLC 0.13% No change 1,804 $270K
Culbertson A N & Co. Inc. 0.04% No change 1,800 $269K
Y.D. More Investments Ltd 0.02% Reduce -0.3% 2,460 $269K
Parkside Advisors LLC 0.06% No change 1,787 $267K
GHP Investment Advisors, Inc. 0.01% Add +3.5% 1,784 $267K
Shufro Rose & Co. LLC 0.02% No change 1,900 $266K
Bristlecone Advisors, LLC 0.02% Reduce -17.3% 1,769 $265K
Certified Advisory Corp 0.03% Add +5.7% 1,760 $263K
New Wave Wealth Advisors LLC 0.11% New 1,759 $263K
Blue Chip Partners, LLC 0.02% Add +1.6% 1,755 $263K
Fort Washington Investment Advisors Inc. 0.00% New 1,750 $262K
Faithward Advisors, LLC 0.04% Reduce -1.2% 1,749 $262K
Delta Financial Advisors LLC 0.09% No change 1,748 $261K
Blue Investment Partners LLC 0.09% No change 1,747 $261K
Perissos Private Wealth Management, LLC 0.21% Add +0.6% 1,746 $261K
Kellett Wealth Advisors, LLC 0.17% Add +0.1% 1,746 $261K
Riversedge Advisors, LLC 0.05% Add +21.0% 1,741 $260K
Lee Financial Co 0.04% Reduce -1.1% 1,740 $260K
Evernest Financial Advisors, LLC 0.08% New 1,725 $258K
Madison Asset Management, LLC 0.00% Reduce -0.6% 1,721 $257K
MBB Public Markets I LLC 0.03% Reduce -19.1% 1,709 $256K
Symphony Financial, Ltd. Co. 0.03% New 1,799 $255K
FFT Wealth Management LLC 0.05% New 1,518 $254K
Canvas Wealth Advisors, LLC 0.05% New 1,438 $254K
Burney Co./ 0.01% Reduce -10.6% 1,698 $254K
Veltria Advisors Corp. 0.17% Add +6.1% 1,695 $254K
Greenwood Gearhart LLC 0.02% New 1,690 $253K
Argus Investors' Counsel, Inc. 0.18% Reduce -14.7% 1,689 $253K
Wealth Architects, LLC 0.03% Add +5.0% 1,687 $252K
Cidel Asset Management Inc. 0.02% Add +12.9% 1,687 $252K
D'Orazio & Associates, Inc. 0.04% Add +9.9% 1,686 $252K
Drive Wealth Management, LLC 0.06% New 1,682 $252K
Quent Capital, LLC 0.02% Reduce -1.9% 1,681 $251K
X-Square Capital, LLC 0.09% Add +0.5% 1,679 $251K
Benin Management CORP 0.07% No change 1,675 $251K
Horizon Bancorp Inc. 0.13% Reduce -2.2% 1,671 $250K
Firethorn Wealth Partners, LLC 0.11% Add +0.9% 1,671 $250K
Blankinship & Foster, LLC 0.06% No change 1,669 $250K
Indiana Trust & Investment Management Co 0.08% No change 1,668 $249K
PFG Private Wealth Management, LLC 0.13% Add +6.4% 1,667 $249K
BCS Wealth Management 0.05% Add +13.3% 1,668 $249K
Traynor Capital Management, Inc. 0.02% Add +13.1% 1,629 $249K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% No change 1,655 $248K
Fortis Capital Advisors, LLC 0.04% Add +2.5% 1,655 $248K
Park Place Capital Corp 0.06% Reduce -1.6% 1,616 $247K
Allianz SE 0.01% No change 1,650 $247K
Exchange Traded Concepts, LLC 0.00% Reduce -65.1% 1,646 $246K
ZWJ Investment Counsel Inc. 0.01% No change 1,640 $245K
Park Edge Advisors, LLC 0.06% Add +0.2% 1,639 $245K
Lee Danner & Bass Inc. 0.02% No change 1,638 $245K
Callahan Advisors, LLC 0.02% Add +0.2% 1,627 $243K
Kanawha Capital Management LLC 0.02% No change 1,620 $242K
Integrated Investment Consultants, LLC 0.05% No change 1,617 $242K
Kapstone Financial Advisors LLC 0.12% No change 1,615 $242K
Breakwater Capital Group 0.04% Add +5.0% 1,613 $241K
Drucker Wealth 3.0, LLC 0.05% New 1,520 $241K
Mason & Associates Inc 0.06% Reduce -3.6% 1,602 $240K
Exencial Wealth Advisors, LLC 0.01% Add +2.9% 1,601 $240K
Centerpoint Advisory Group 0.21% No change 1,597 $239K
MBL Wealth, LLC 0.02% New 1,594 $238K
Chesapeake Wealth Management 0.08% Reduce -1.9% 1,593 $238K
JSF Financial, LLC 0.06% Add +1.8% 1,592 $238K
AMG National Trust Bank 0.01% Add +0.3% 1,591 $238K
Black Diamond Financial, LLC 0.04% Add +1.7% 1,589 $238K
Hoxton Planning & Management, LLC 0.08% Reduce -0.1% 1,588 $238K
Leigh Baldwin & Co., LLC 0.16% Add +0.1% 1,582 $237K
Atala Financial Inc 0.16% No change 1,581 $236K
Pathway Financial Advisers, LLC 0.08% Add +0.6% 1,576 $236K
Blueshift Asset Management, LLC 0.07% New 1,575 $236K
Asset Advisors Investment Management, LLC 0.02% No change 1,570 $235K
Fiduciary Alliance LLC 0.02% New 1,563 $234K
Money Concepts Capital Corp. 0.02% Reduce -5.9% 1,561 $233K
Legacy Financial Advisors, Inc. 0.04% Reduce -13.8% 1,560 $233K
Ridgecrest Wealth Partners, LLC 0.12% Reduce -24.3% 1,560 $233K
Princeton Capital Management LLC 0.07% No change 1,560 $233K
Northstar Advisory Group, LLC 0.11% No change 1,559 $233K
Nautilus Advisors LLC 0.17% No change 1,550 $232K
Builder Investment Group Inc. 0.06% Reduce -9.4% 1,550 $232K
Atlas Brown,Inc. 0.07% Add +0.8% 1,547 $231K
Fairvoy Private Wealth, LLC 0.06% Add +1.9% 1,542 $231K
Spinnaker Investment Group, LLC 0.05% Reduce -12.3% 1,541 $231K
Ignite Planners, LLC 0.04% Reduce -53.5% 1,364 $230K
Formidable Asset Management, LLC 0.04% No change 1,645 $230K
Daner Wealth Management, LLC 0.16% — 1,320 $229K
Bedell Frazier Investment Counselling, LLC 0.06% Add +2.0% 1,530 $229K
Delta Wealth Advisors LLC 0.19% No change 1,529 $229K
Horizon Wealth Management, LLC 0.04% New 1,516 $227K
Kathleen S. Wright Associates Inc. 0.09% No change 1,514 $226K
Wick Capital Partners, LLC 0.06% New 3,058 $226K
Lazari Capital Management, Inc. 0.09% Reduce -3.3% 1,510 $226K
Eagle Bay Advisors LLC 0.19% Add +0.5% 1,507 $225K
Novare Capital Management LLC 0.02% Reduce -8.6% 1,505 $225K
Diversified Portfolios, Inc. 0.02% New 1,504 $225K
Clay Northam Wealth Management, LLC 0.14% No change 1,500 $224K
Cambridge Advisors Inc. 0.05% No change 1,500 $224K
ESL Trust Services, LLC 0.05% Reduce -0.8% 1,500 $224K
Kahn Brothers Group Inc. 0.05% No change 1,500 $224K
LVZ, Inc. 0.03% No change 1,500 $224K
Middleton & Co. Inc. 0.03% No change 1,500 $224K
Portside Wealth Group, LLC 0.03% New 1,492 $223K
Planning Directions Inc. 0.13% Reduce -11.3% 1,492 $223K
WealthShield Partners, LLC 0.03% Reduce -0.7% 1,491 $223K
Woodward Diversified Capital, LLC 0.11% New 1,485 $222K
Childress Capital Advisors, LLC 0.06% Reduce -16.3% 1,482 $222K
Levin Capital Strategies, L.P. 0.02% No change 1,480 $221K
Lakeridge Wealth Management LLC 0.10% Add +1.6% 1,479 $221K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.15% New 1,300 $221K
Single Point Partners, LLC 0.05% New 1,473 $220K
Foundation Wealth Management, LLC\PA 0.09% Add +0.1% 1,452 $217K
Doheny Asset Management 0.15% No change 1,450 $217K
Adapt Wealth Advisors, LLC 0.10% New 1,450 $217K
Moment Partners, LLC 0.04% New 1,442 $216K
Pioneer Trust Bank N A 0.06% No change 1,440 $215K
Nicholas Hoffman & Company, LLC. 0.01% New 1,434 $214K
SMART Wealth LLC 0.07% Reduce -57.3% 1,431 $214K
Bennett Selby Investments LP 0.08% New 1,427 $213K
Objective Capital Management, LLC 0.24% New 1,423 $213K
Blodgett Wealth Advisors, LLC 0.17% New 1,420 $212K
Atlas Legacy Advisors, LLC 0.05% Reduce -42.1% 1,420 $212K
One Capital Management, LLC 0.01% New 1,419 $212K
Doliver Advisors, LP 0.06% Reduce -2.6% 1,402 $210K
Battery Global Advisors, LLC 0.10% Add +0.1% 1,400 $209K
Garrison Point Advisors, LLC 0.10% New 1,399 $209K
Sound Income Strategies, LLC 0.01% Reduce -4.2% 1,392 $208K
Everstar Asset Management, LLC 0.13% New 1,392 $208K
Wealth Advisory Solutions, LLC 0.05% New 1,389 $208K
Palacios Wealth Management, LLC 0.17% New 1,382 $207K
Mitchell McLeod Pugh & Williams Inc. 0.04% New 1,380 $206K
BTC Capital Management, Inc. 0.02% Reduce -8.3% 1,380 $206K
Emprise Bank 0.10% New 1,375 $206K
City State Bank 0.06% No change 1,372 $205K
James J. Burns & Company, LLC 0.03% Reduce -7.2% 1,366 $204K
Cathy Pareto & Associates, Inc. 0.17% Reduce -15.0% 1,363 $204K
1858 Wealth Management, LLC 0.15% New 1,365 $204K
MTM Investment Management, LLC 0.07% New 1,365 $204K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -87.1% 1,357 $203K
West Wealth Group, LLC 0.05% New 1,196 $203K
Berkeley Capital Partners, LLC 0.05% New 1,353 $202K
SPC Financial, Inc. 0.02% New 1,352 $202K
Abacus Planning Group, Inc. 0.03% New 1,352 $202K
Voisard Asset Management Group, Inc. 0.05% New 1,350 $202K
Barrett & Company, Inc. 0.08% Add +0.4% 1,346 $201K
Members Advisory Group LLC 0.08% New 1,340 $200K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +39.3% 1,330 $199K
Stelac Advisory Services LLC 0.07% New 1,313 $196K
Loomis Sayles & Co. L P 0.00% Reduce -6.5% 1,298 $194K
Smallwood Wealth Investment Management, LLC 0.11% Add +0.4% 1,292 $193K
Hazlett, Burt & Watson, Inc. 0.08% Add +52.8% 1,290 $193K
CVA Family Office, LLC 0.03% Reduce -19.6% 1,280 $191K
Western Pacific Wealth Management, LP 0.18% Add +79.0% 1,233 $184K
Dakota Community Bank & Trust NA 0.81% New 1,202 $180K
Monetary Management Group Inc. 0.04% No change 1,200 $179K
Hoertkorn Richard Charles 0.07% No change 1,175 $176K
South Plains Financial, Inc. 0.12% New 1,173 $175K
Canopy Partners, LLC 0.06% New 1,149 $172K
Bellwether Advisors, LLC 0.03% No change 1,137 $170K
Covestor Ltd 0.10% Add +20.9% 1,116 $167K
Sava Infond d.o.o. 0.03% New 1,110 $166K
North Capital, Inc. 0.14% No change 1,072 $160K
Binnacle Investments Inc 0.10% Add +4.9% 1,069 $160K
Delta Asset Management LLC 0.01% No change 1,065 $159K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% New 1,058 $158K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,039 $155K
Atticus Wealth Management, LLC 0.04% Add +0.6% 1,006 $150K
Silicon Valley Capital Partners 0.02% Reduce -2.4% 1,002 $150K
Future Financial Wealth Managment LLC 0.10% Add +11.1% 1,000 $150K
Islay Capital Management, LLC 0.10% No change 1,000 $150K
Main Street Group, LTD 0.05% Reduce -9.9% 987 $148K
GeoWealth Management, LLC 0.01% Reduce -11.2% 980 $147K
Private Wealth Asset Management, LLC 0.02% Reduce -40.8% 957 $143K
Foster Dykema Cabot & Partners, LLC 0.01% No change 951 $142K
Aventura Private Wealth, LLC 0.06% Add +0.4% 948 $142K
Fortitude Family Office, LLC 0.05% Add +4.9% 941 $141K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +27.0% 940 $141K
Banque Transatlantique SA 0.00% Add +24.0% 930 $139K
Evelyn Partners Asset Management Ltd 0.04% No change 925 $138K
Physician Wealth Advisors, Inc. 0.02% Add +3.6% 915 $137K
Arlington Trust Co LLC 0.03% Reduce -25.1% 899 $134K
Itau Unibanco Holding S.A. 0.01% Reduce -10.5% 893 $134K
Gold Investment Management Ltd. 0.05% Reduce -26.7% 850 $130K
Centennial Bank 0.05% Reduce -23.9% 833 $125K
MCF Advisors LLC 0.01% Add +22.2% 830 $124K
Crews Bank & Trust 0.02% No change 827 $124K
Tortoise Investment Management, LLC 0.01% Add +3.9% 808 $121K
Orion Capital Management LLC 0.05% New 800 $120K
Global Trust Asset Management, LLC 0.06% No change 785 $117K
Walleye Capital LLC 0.00% Reduce -97.3% 781 $117K
NewSquare Capital LLC 0.01% Add +90.2% 778 $116K
QVR LLC 0.12% — 767 $115K
Plante Moran Financial Advisors, LLC 0.01% No change 765 $114K
Provenance Wealth Advisors, LLC 0.02% No change 764 $114K
Asset Dedication, LLC 0.01% No change 755 $113K
Atlantic Private Wealth, LLC 0.08% No change 750 $112K
Cetera Trust Company, N.A 0.07% No change 750 $112K
Dagco, Inc. 0.03% No change 750 $112K
AlphaQuest LLC 0.01% Reduce -91.6% 740 $111K
Hemington Wealth Management 0.02% Add +1.1% 739 $110K
City Holding Co. 0.01% Reduce -18.4% 712 $107K
McIlrath & Eck, LLC 0.01% No change 702 $105K
Tanglewood Legacy Advisors, LLC 0.04% Add +0.6% 700 $105K
Pingora Partners LLC 0.08% No change 700 $105K
Wolverine Asset Management LLC 0.01% No change 700 $105K
Strategic Investment Solutions, Inc. 0.03% No change 688 $103K
Clearstead Trust, LLC 0.02% Add +4.6% 683 $102K
Riggs Asset Managment Co. Inc. 0.02% Add +0.8% 674 $101K
First Command Advisory Services, Inc. 0.00% Add +2282.1% 667 $100K
MV Capital Management, Inc. 0.01% Reduce -14.2% 655 $98K
J.Safra Asset Management Corp 0.01% No change 650 $97K
ORG Partners LLC 0.02% Add +39.3% 635 $97K
Promus Capital, LLC 0.06% Reduce -53.1% 645 $96K
Delos Wealth Advisors, LLC 0.07% New 641 $96K
Center for Financial Planning, Inc. 0.01% No change 640 $96K
Bruce G. Allen Investments, LLC 0.07% Reduce -12.1% 639 $96K
Bank of New Hampshire 0.02% No change 635 $95K
Avalon Trust Co 0.01% No change 633 $95K
Harbor Asset Planning, Inc. 0.09% — 628 $94K
Alpine Bank Wealth Management 0.01% Reduce -66.6% 628 $94K
Beacon Capital Management, LLC 0.01% Reduce -7.9% 627 $94K
Centerpoint Advisors, LLC 0.03% Add +0.3% 602 $90K
Pinnacle Bancorp, Inc. 0.03% Add +50.0% 600 $90K
Proathlete Wealth Management LLC 0.03% Add +0.7% 594 $89K
Ritter Daniher Financial Advisory LLC / DE 0.02% Add +0.7% 593 $89K
Nalls Sherbakoff Group, LLC 0.06% No change 589 $88K
Zions Bancorporation, National Association 0.00% Reduce -34.9% 583 $87K
Ogorek Anthony Joseph /NY/ 0.03% Add +90.5% 585 $87K
Hantz Financial Services, Inc. 0.00% Add +156.8% 583 $87K
IMA Advisory Services, Inc. 0.01% Add +1.1% 566 $85K
Financial Perspectives, Inc 0.03% No change 560 $84K
Capula Management Ltd 0.00% Reduce -49.1% 557 $83K
Tower View Wealth Management LLC 0.04% Add +0.5% 556 $83K
Blue Bell Private Wealth Management, LLC 0.01% Reduce -2.0% 551 $82K
SJS Investment Consulting Inc. 0.01% Reduce -80.1% 547 $82K
Beaird Harris Wealth Management, LLC 0.01% Add +1.3% 538 $80K
Rosenberg Matthew Hamilton 0.02% Add +7.3% 503 $75K
Fourth Dimension Wealth, LLC 0.03% No change 500 $75K
Washington Trust Advisors, Inc. 0.01% No change 499 $75K
Iron Horse Wealth Management, LLC 0.02% Add +9760.0% 493 $74K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -15.0% 487 $73K
High Note Wealth, LLC 0.02% No change 480 $72K
Bfsg, LLC 0.01% Add +4.1% 479 $72K
Meeder Asset Management Inc. 0.00% Add +15.4% 473 $71K
PFS Partners, LLC 0.04% Add +0.4% 472 $71K
Catalyst Capital Advisors LLC 0.00% Reduce -14.0% 453 $68K
Bank & Trust Co 0.05% Add +90.7% 452 $68K
First Financial Corp. 0.03% No change 451 $67K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +184.8% 450 $67K
Webster Bank, N. A. 0.01% Add +55.7% 439 $66K
Vermillion & White Wealth Management Group, LLC 0.04% No change 432 $65K
Wolff Wiese Magana LLC 0.04% No change 431 $64K
Millstone Evans Group, LLC 0.04% No change 417 $62K
Evolution Wealth Management Inc. 0.08% — 409 $61K
Quintet Private Bank (Europe) S.A. 0.00% Reduce -33.3% 400 $60K
Addison Advisors LLC 0.01% Add +6.3% 388 $58K
GW&K Investment Management, LLC 0.00% Reduce -5.0% 378 $57K
FSA Wealth Management LLC 0.02% No change 380 $57K
WealthTrak Capital Management LLC 0.05% Reduce -0.3% 364 $54K
MorganRosel Wealth Management, LLC 0.01% New 364 $54K
Citizens National Bank Trust Department 0.01% No change 352 $53K
AllSquare Wealth Management LLC 0.03% No change 346 $52K
Nemes Rush Group LLC 0.01% Add +1.2% 339 $51K
Cheviot Value Management, LLC 0.01% Reduce -6.5% 300 $51K
DiNuzzo Private Wealth, Inc. 0.01% Add +178.5% 337 $50K
Stone House Investment Management, LLC 0.01% Reduce -38.0% 334 $50K
United Community Bank 0.02% Add +426.2% 321 $48K
Oliver Lagore Vanvalin Investment Group 0.02% — 342 $48K
Silvant Capital Management LLC 0.00% No change 315 $47K
Rossby Financial, LCC 0.02% Add +2.3% 314 $47K
DHJJ Financial Advisors, Ltd. 0.02% No change 312 $47K
RMG Wealth Management LLC 0.01% — 269 $46K
WPG Advisers, LLC 0.04% Add +7.5% 301 $45K
Evelyn Partners Investment Management Services Ltd 0.01% No change 278 $42K
Wood Tarver Financial Group, LLC 0.01% No change 271 $40K
Tsfg, LLC 0.01% No change 269 $40K
Murphy & Mullick Capital Management Corp 0.03% Add +8.9% 245 $39K
Garde Capital, Inc. 0.00% No change 255 $38K
Vision Financial Markets LLC 0.04% Add +0.8% 254 $38K
Chesapeake Asset Management LLC 0.03% Reduce -2.0% 250 $37K
Hartford Financial Management Inc. 0.01% Add +8.4% 244 $36K
1248 Management, LLC 0.01% No change 240 $36K
Bell Investment Advisors, Inc 0.01% Add +15.5% 239 $36K
Acadian Asset Management LLC 0.00% Add +3.5% 235 $35K
Rexford Capital Inc. 0.03% — 232 $35K
Parvin Asset Management, LLC 0.04% New 231 $35K
Advantage Trust Co 0.02% No change 230 $34K
Investors Research Corp 0.01% New 225 $34K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 222 $33K
Knott David M Jr 0.01% No change 210 $31K
TFC Financial Management, Inc. 0.00% Reduce -7.1% 210 $31K
Trust Co 0.00% No change 210 $31K
Livelsberger Financial Advisory 0.58% New 200 $30K
Putney Financial Group LLC 0.03% No change 200 $30K
Comprehensive Financial Planning, Inc. 0.02% No change 200 $30K
Berbice Capital Management LLC 0.02% No change 200 $30K
Scarborough Advisors, LLC 0.01% New 200 $30K
Ascentis Wealth Management, LLC 0.01% Reduce -72.1% 196 $30K
Wealth Preservation Advisors, LLC 0.02% Add +0.5% 199 $30K
Salomon & Ludwin, LLC 0.00% No change 180 $28K
Family CFO Inc 0.01% New 184 $28K
Traub Capital Management LLC 0.02% — 179 $27K
West Financial Advisors, LLC 0.00% Reduce -74.3% 176 $26K
Redmont Wealth Advisors LLC 0.04% New 173 $26K
Centricity Wealth Management, LLC 0.02% No change 172 $26K
Steph & Co. 0.01% Reduce -4.1% 164 $25K
Hager Investment Management Services, LLC 0.01% No change 162 $24K
Ridgewood Investments LLC 0.01% No change 162 $24K
CGC Financial Services, LLC 0.01% No change 162 $24K
Howard Hughes Medical Institute 0.01% New 158 $24K
Roxbury Financial LLC 0.02% Reduce -10.7% 158 $24K
Pin Oak Investment Advisors Inc. 0.02% No change 168 $23K
BOK Financial Private Wealth, Inc. 0.00% Reduce -58.6% 150 $22K
Highline Wealth Partners LLC 0.01% Add +85.9% 145 $22K
Raffa Wealth Management, LLC 0.00% Add +9.0% 145 $22K
Bay Harbor Wealth Management, LLC 0.01% Add +1455.6% 140 $21K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -5.0% 133 $20K
Abound Wealth Management 0.01% Add +20.9% 133 $20K
Creative Financial Designs Inc. 0.00% Reduce -7.8% 131 $20K
Cornerstone Planning Group LLC 0.00% Reduce -84.1% 116 $19K
Valued Wealth Advisors LLC 0.01% No change 126 $19K
WFA Asset Management Corp 0.01% Reduce -49.7% 146 $18K
Avion Wealth 0.00% Add +37.5% 121 $18K
Concord Wealth Partners 0.00% No change 119 $18K
Hughes Financial Services, LLC 0.00% Reduce -14.6% 105 $18K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 112 $17K
Painted Porch Advisors LLC 0.01% No change 111 $17K
1 North Wealth Services LLC 0.01% No change 111 $17K
MPWM Advisory Solutions, LLC 0.01% Reduce -15.9% 106 $16K
New Millennium Group LLC 0.01% Reduce -8.0% 103 $15K
Dogwood Wealth Management LLC 0.01% Add +1840.0% 97 $15K
Mountain Hill Investment Partners Corp. 0.01% No change 100 $15K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 100 $15K
Tidemark, LLC 0.00% No change 100 $15K
IAG Wealth Partners, LLC 0.00% No change 100 $15K
Essential Partners LLC 0.01% — 94 $14K
Oakworth Capital, Inc. 0.00% No change 94 $14K
Winch Advisory Services, LLC 0.00% No change 94 $14K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -39.5% 92 $14K
Kilter Group LLC 0.01% New 91 $14K
Cranbrook Wealth Management, LLC 0.00% Add +233.3% 90 $13K
Kentucky Trust Co 0.01% No change 87 $13K
Aventus Investment Advisors, Inc. 0.01% — 140 $13K
DT Investment Partners, LLC 0.00% No change 66 $10K
Mascoma Wealth Management LLC 0.00% No change 66 $10K
N.E.W. Advisory Services LLC 0.00% Reduce -21.7% 65 $10K
Whipplewood Advisors, LLC 0.01% Reduce -99.4% 64 $10K
Clark Wealth Partners 0.01% New 63 $9K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 56 $8K
Transce3nd, LLC 0.00% No change 55 $8K
Penserra Capital Management LLC 0.00% No change 60 $8K
Dunhill Financial, LLC 0.00% Reduce -2.0% 50 $8K
HFM Investment Advisors, LLC 0.00% Add +2.2% 47 $7K
Syntax Research, Inc. 0.00% No change 44 $7K
Sierra Ocean, LLC 0.00% Add +91.3% 44 $7K
Credit Industriel Et Commercial 0.00% Reduce -99.8% 44 $7K
SWAN Capital LLC 0.00% No change 44 $7K
Nvwm, LLC 0.00% No change 42 $6K
Prestige Wealth Management Group LLC 0.00% Add +5.7% 37 $6K
Total Investment Management Inc. 0.00% New 37 $6K
IMG Wealth Management, Inc. 0.00% New 36 $5K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 36 $5K
Archer Investment Corp 0.00% No change 36 $5K
Bangor Savings Bank 0.00% No change 31 $5K
S&T Bank 0.00% New 30 $4K
Cedar Wealth Management, LLC 0.00% New 30 $4K
Pacific Center for Financial Services 0.00% No change 29 $4K
Pineridge Advisors LLC 0.00% No change 25 $4K
Principia Wealth Advisory, LLC 0.00% Reduce -17.9% 23 $3K
Financial Management Professionals, Inc. 0.00% No change 23 $3K
True Wealth Design, LLC 0.00% Add +100.0% 22 $3K
TD Capital Management LLC 0.00% No change 20 $3K
American Capital Advisory, LLC 0.00% New 20 $3K
Trifecta Capital Advisors, LLC 0.00% Add +66.7% 20 $3K
Quaker Wealth Management, LLC 0.00% — 19 $3K
Private Wealth Management Group, LLC 0.00% No change 18 $3K
PayPay Securities Corp 0.13% Reduce -18.2% 18 $3K
Granite FO LLC 0.00% No change 18 $3K
WestEnd Advisors, LLC 0.00% Reduce -30.4% 16 $2K
Nova Wealth Management, Inc. 0.00% New 15 $2K
Piscataqua Savings Bank 0.00% New 15 $2K
Rialto Wealth Management, LLC 0.00% Add +7.7% 14 $2K
Innovative Advisory Group, LLC 0.00% No change 12 $2K
Strategic Wealth Investment Group, LLC 0.00% New 12 $2K
Bare Financial Services, Inc 0.00% New 12 $2K
Financial Network Wealth Advisors LLC 0.00% No change 10 $1K
Rakuten Securities, Inc. 0.00% No change 10 $1K
Parkworth Wealth Management, Inc. 0.00% Add +80.0% 9 $1K
Stephens Consulting, LLC 0.00% New 8 $1K
DecisionPoint Financial, LLC 0.00% New 7 $1K
Horizon Financial Services, LLC 0.00% No change 6 $897
POM Investment Strategies, LLC 0.00% New 5 $748
Quest 10 Wealth Builders, Inc. 0.00% No change 5 $721
Inlight Wealth Management, LLC 0.00% No change 3 $449
ROSS\JOHNSON & Associates LLC 0.01% No change 2 $299
Richard W. Paul & Associates, LLC 0.00% New 1 $150
West Branch Capital LLC 0.00% No change 1 $150

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