BlackstoneBX

13F holders, Q3 2025 (September 30)
2,205holders +93
203new positions
103sold out
9famous investors
$170.68avg. 13F price*

At the end of Q3 2025, 2,205 institutions reported holding Blackstone Inc. (BX) in their 13F filings, up 93 from Q2 2025. 203 opened new positions and 103 sold out. The largest holders were Vanguard Group Inc. ($12.1B), BlackRock, Inc. ($8.6B) and Morgan Stanley ($5.5B). 9 famous investors held it, including Tom Gayner (1.7% of Markel Group's portfolio), Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio) and Mario Gabelli (0.2% of GAMCO Investors's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions203$354.4M
Exits103$643.9M

All 13F filers, Q2 2025 → Q3 2025: 30,433,534 shares bought and 25,900,835 shares sold, net +4,532,699 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,205 holders

Vanguard Group Inc. 0.18% Add +1.9% 70,827,437 $12.1B
BlackRock, Inc. 0.15% Reduce -1.1% 50,619,646 $8.6B
Morgan Stanley 0.33% Add +1.8% 32,225,552 $5.5B
State Street Corp. 0.19% Add +1.3% 31,362,796 $5.4B
JPMorgan Chase & Co. 0.27% Add +33.4% 24,910,397 $4.3B
Geode Capital Management, LLC 0.21% Add +14.6% 18,952,881 $3.2B
Capital World Investors 0.38% Reduce -22.4% 16,014,189 $2.7B
Bank of America Corp. 0.15% Add +0.7% 11,521,335 $2.0B
Royal Bank of Canada 0.30% Add +1.8% 9,803,727 $1.7B
Janus Henderson Group PLC 0.64% Add +27.8% 8,232,864 $1.4B
Edgewood Management LLC 4.76% Reduce -8.9% 7,865,500 $1.3B
Northern Trust Corp. 0.16% Add +4.7% 7,324,989 $1.3B
UBS Group AG 0.22% Reduce -1.8% 6,581,790 $1.1B
Aristotle Capital Management, LLC 1.89% Reduce -5.3% 5,721,458 $977.5M
Goldman Sachs Group Inc. 0.13% Reduce -0.6% 5,441,814 $929.7M
Capital International Investors 0.15% Reduce -42.8% 5,354,683 $915.0M
Wells Fargo & Company 0.18% Reduce -3.0% 5,154,856 $880.7M
Legal & General Group Plc 0.18% Add +3.2% 4,677,997 $799.2M
FMR LLC 0.04% Add +63.4% 4,456,804 $761.4M
Charles Schwab Investment Management Inc. 0.12% Add +1.6% 4,267,617 $729.1M
Invesco Ltd. 0.11% Add +11.3% 4,107,665 $701.8M
CIBC Private Wealth Group LLC 1.19% Reduce -0.5% 4,063,988 $694.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.15% Reduce -18.4% 4,058,145 $693.3M
Bank of New York Mellon Corp 0.12% Reduce -1.2% 4,006,688 $684.5M
Neuberger Berman Group LLC 0.50% Add +1.4% 3,965,510 $677.5M
Lazard Asset Management LLC 0.83% Reduce -5.0% 3,612,663 $617.2M
Ameriprise Financial Inc. 0.13% Add +2.8% 3,274,182 $559.9M
Capital Research Global Investors 0.10% Add +0.6% 3,203,634 $547.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.49% Add +671.0% 3,166,990 $541.1M
Barclays PLC 0.18% Add +19.2% 2,784,782 $475.8M
Beck Mack & Oliver LLC 6.69% Reduce -2.8% 2,154,186 $368.0M
Nuveen, LLC 0.09% Add +4.3% 2,005,474 $342.6M
Deutsche Bank AG 0.11% Reduce -4.3% 1,915,016 $327.2M
Raymond James Financial Inc. 0.10% Add +2.1% 1,844,744 $315.2M
HighTower Advisors, LLC 0.34% Add +1.4% 1,727,810 $295.2M
Sumitomo Mitsui Trust Group, Inc. 0.17% Add +1.1% 1,703,303 $291.0M
HSBC Holdings PLC 0.17% Add +2.1% 1,684,907 $286.4M
T. Rowe Price Associates Inc. 0.03% Add +18.9% 1,642,719 $280.7M
SurgoCap Partners LP 7.67% Reduce -8.7% 1,582,815 $270.4M
National Pension Service 0.20% Add +2.4% 1,502,446 $256.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.18% Add +5.1% 1,464,017 $250.1M
National Philanthropic Trust 2.75% Reduce -10.8% 1,437,683 $245.6M
Dimensional Fund Advisors LP 0.05% Add +3.8% 1,434,508 $245.1M
Amundi 0.08% Reduce -49.7% 1,460,076 $243.8M
Franklin Resources Inc. 0.06% Reduce -8.0% 1,406,422 $240.3M
Stifel Financial Corp. 0.21% Add +3.5% 1,365,139 $233.2M
Blair William & Co. 0.62% Add +0.4% 1,361,649 $232.6M
Evercore Wealth Management, LLC 3.34% Reduce -1.8% 1,333,651 $227.9M
LPL Financial LLC 0.07% Add +10.3% 1,313,000 $224.3M
Rhumbline Advisers 0.18% Reduce -1.0% 1,307,405 $223.4M
Fayez Sarofim & Co 0.50% Add +1.9% 1,270,608 $217.1M
Brown Advisory Inc. 0.27% Reduce -1.4% 1,236,171 $211.2M
Markel Group 1.70% No change 1,229,000 $210.0M
BNP Paribas Financial Markets 0.16% Add +20.2% 1,215,677 $207.7M
PNC Financial Services Group, Inc. 0.12% Reduce -0.6% 1,189,098 $203.2M
TrinityBridge Ltd 4.33% Add +16035.0% 1,140,264 $194.7M
California State Teachers Retirement System 0.19% Reduce -0.1% 1,110,676 $189.8M
Heard Capital LLC 9.00% Reduce -6.4% 1,085,430 $185.4M
Ensign Peak Advisors, Inc 0.30% Add +8.6% 1,061,643 $181.4M
Manufacturers Life Insurance Company, The 0.15% Add +57.3% 1,040,610 $177.8M
Canada Pension Plan Investment Board 0.12% Reduce -6.5% 1,017,673 $173.9M
NorthCoast Asset Management LLC 0.62% Add +0.7% 927,062 $158.4M
Bank of Montreal 0.07% Add +7.9% 922,139 $157.5M
Mackenzie Financial Corp. 0.19% Add +2.1% 904,237 $154.5M
New York State Common Retirement Fund 0.20% Reduce -0.5% 886,134 $151.4M
Natixis Advisors, LLC 0.21% Add +20.4% 840,401 $143.6M
Alliancebernstein L.P. 0.05% Reduce -5.3% 838,642 $143.3M
Advisors Capital Management, LLC 1.74% Add +1.6% 811,913 $138.7M
John & Kathleen Schreiber Foundation 89.75% Reduce -3.0% 810,823 $138.5M
Cryder Capital Partners LLP 7.64% Reduce -18.8% 810,020 $138.4M
Principal Financial Group Inc. 0.07% Reduce -1.0% 802,860 $137.2M
Bessemer Group Inc. 0.19% Add +0.6% 737,929 $126.1M
Rockefeller Capital Management L.P. 0.25% Add +1.7% 734,112 $125.4M
Aberdeen Group plc 0.20% Add +8.5% 704,400 $124.1M
Credit Agricole S A 0.41% — 723,416 $123.6M
First Financial Bankshares Inc 2.53% Reduce -1.3% 719,814 $123.0M
Healthcare of Ontario Pension Plan Trust Fund 0.23% Reduce -11.6% 708,979 $121.1M
Macquarie Group Ltd. 0.13% Reduce -0.7% 664,688 $113.6M
State Board of Administration of Florida Retirement System 0.20% Reduce -4.9% 664,492 $113.5M
Janney Montgomery Scott LLC 0.27% Add +2.2% 662,466 $113.2M
Adage Capital Partners Gp, L.L.C. 0.18% Add +24.9% 652,300 $111.4M
Commonwealth Equity Services, LLC 0.14% Reduce -11.8% 649,841 $111.0M
Douglas Lane & Associates, LLC 1.50% Reduce -2.7% 630,226 $107.7M
Baron Capital (BAMCO) 0.28% Add +7.4% 616,242 $105.3M
Darlington Partners Capital Management, LP 3.46% No change 599,227 $102.4M
National Bank of Canada 0.12% Reduce -52.4% 596,368 $101.9M
Citigroup Inc. 0.07% Reduce -17.7% 594,042 $101.5M
Swiss Life Asset Management Ltd 0.53% Reduce -1.0% 592,668 $101.3M
Fairview Capital Investment Management, LLC 5.14% Reduce -8.0% 592,525 $101.2M
NewEdge Wealth, LLC 1.40% Reduce -0.8% 676,733 $97.7M
Axiom Investors LLC 0.72% Add +10.8% 571,175 $97.6M
Toronto Dominion Bank 0.19% Add +8.7% 563,221 $96.2M
CANADA LIFE ASSURANCE Co 0.14% Reduce -3.2% 542,511 $95.5M
New York State Teachers Retirement System 0.18% Add +0.4% 554,197 $94.7M
Argent Capital Management LLC 2.56% Reduce -0.8% 548,186 $93.7M
Sanders Morris Harris LLC 12.17% Add +2.7% 533,400 $91.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.15% Add +64.8% 532,907 $91.0M
Aviva PLC 0.16% Add +5.2% 527,626 $90.1M
Bank of Nova Scotia 0.16% Add +40.8% 523,675 $89.5M
Williams Jones Wealth Management, LLC. 1.02% Reduce -0.1% 520,717 $89.0M
Voya Investment Management LLC 0.10% Add +180.8% 511,237 $87.3M
Crestwood Advisors Group, LLC 1.46% Reduce -1.0% 501,977 $85.8M
Russell Investments Group, Ltd. 0.10% Add +25.1% 499,689 $85.6M
Barr E S & Co. 4.64% Reduce -2.1% 500,510 $85.5M
Envestnet Asset Management Inc. 0.02% Add +3.0% 462,845 $79.1M
KBC Group NV 0.19% Add +282.5% 459,981 $78.6M
Mariner, LLC 0.10% Add +13.8% 456,804 $78.0M
Citadel Advisors 0.06% Reduce -65.4% 452,727 $77.3M
Osaic Holdings, Inc. 0.11% Add +22.3% 450,183 $77.3M
Wealth Enhancement Advisory Services, LLC 0.12% Reduce -1.9% 463,051 $76.4M
Sei Investments Co. 0.08% Reduce -1.8% 444,468 $75.9M
Balyasny Asset Management L.P. 0.16% Add +638.5% 440,212 $75.2M
Compagnie Lombard Odier SCmA 0.82% Reduce -7.3% 435,153 $74.3M
Bowen Hanes & Co. Inc. 1.86% Reduce -0.4% 434,306 $74.2M
State of Wisconsin Investment Board 0.17% Add +7.4% 428,188 $73.2M
Nomura Asset Management Co. Ltd. 0.19% Reduce -0.0% 426,672 $72.9M
Corient Private Wealth LP 0.11% Add +23.0% 428,893 $72.7M
Prudential Financial Inc. 0.09% Add +3.3% 422,923 $72.3M
Atalanta Sosnoff Capital, LLC 1.35% Add +44.8% 413,757 $70.7M
Cerity Partners LLC 0.11% Add +5.8% 392,308 $67.0M
Lord, Abbett & Co. LLC 0.21% Add +79.8% 390,383 $66.7M
Creative Planning 0.05% Add +44.5% 383,087 $65.5M
Chevy Chase Trust Holdings, LLC 0.18% Reduce -2.4% 378,618 $64.7M
Schroder Investment Management Group 0.05% Add +1.6% 364,696 $64.2M
Cetera Investment Advisers 0.07% Add +12.3% 373,210 $63.8M
Fishman Jay A Ltd. 5.35% Reduce -3.1% 365,452 $62.4M
APG Asset Management N.V. 0.17% Add +1.8% 410,300 $59.7M
Walnut Private Equity Partners, LLC 33.64% Add +0.2% 347,656 $59.4M
Public Sector Pension Investment Board 0.22% Add +129.1% 343,956 $58.8M
Whittier Trust Co. 0.66% Add +2.1% 346,318 $58.3M
Asset Management One Co., Ltd. 0.17% Add +5.8% 339,779 $58.1M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2.12% Add +6.5% 339,753 $58.0M
Meitav Investment House Ltd. 0.76% Add +39.2% 337,613 $57.6M
Commerce Bank 0.32% Add +2.0% 332,091 $56.7M
Treasurer of the State of North Carolina 0.17% Reduce -3.8% 329,091 $56.2M
Randolph Co Inc 5.41% Add +0.1% 325,902 $55.7M
Allen Investment Management, LLC 0.62% Reduce -18.3% 324,696 $55.5M
Kimelman & Baird, LLC 4.23% Add +0.2% 316,973 $54.2M
Partners Group Holding AG 2.99% Reduce -11.6% 314,721 $53.8M
Mitsubishi UFJ Trust & Banking Corp 0.12% Add +0.1% 314,588 $53.7M
Capitolis Liquid Global Markets LLC 0.43% Add +17.2% 314,100 $53.7M
Storebrand Asset Management As 0.14% Reduce -0.3% 311,124 $53.2M
Pictet Asset Management Holding SA 0.05% Reduce -16.1% 310,279 $53.0M
State of Tennessee, Department of Treasury 0.17% Add +11.3% 304,898 $52.1M
Stephens Inc. 0.66% Add +0.4% 303,436 $51.9M
Public Employees Retirement System of Ohio 0.16% Reduce -2.5% 296,175 $50.6M
Howard Capital Management Group, LLC 3.12% Reduce -0.0% 288,573 $49.3M
Moody LYNN Lieberson & Walker, LLC 2.65% Add +3.3% 287,947 $49.2M
Northwestern Mutual Wealth Management Co. 0.03% Add +3.8% 283,799 $48.5M
Sanctuary Advisors, LLC 0.28% Reduce -25.6% 283,661 $48.5M
Korea Investment CORP 0.10% Reduce -21.9% 281,983 $48.2M
Junto Capital Management LP 0.98% New 273,786 $46.8M
TD Asset Management Inc 0.04% Reduce -0.8% 271,332 $46.4M
DNB Asset Management AS 0.17% Add +16.1% 267,773 $45.7M
Handelsbanken Fonder AB 0.14% Reduce -0.5% 264,178 $45.1M
Cambridge Investment Research Advisors, Inc. 0.12% Reduce -2.9% 262,541 $44.9M
Freestone Grove Partners LP 0.33% New 262,181 $44.8M
Jennison Associates LLC 0.03% Add +0.5% 261,699 $44.7M
Danske Bank A/S 0.11% Add +0.7% 259,656 $44.4M
KLP Kapitalforvaltning As 0.18% Reduce -0.2% 259,500 $44.3M
Adell Harriman & Carpenter Inc. 2.65% Add +0.1% 254,998 $43.6M
State of New Jersey Common Pension Fund D 0.16% Add +3.9% 254,453 $43.5M
Teewinot Capital Advisers, L.L.C. 3.32% New 250,075 $42.7M
Silvercrest Asset Management Group LLC 0.28% Add +0.8% 248,533 $42.5M
Ieq Capital, LLC 0.13% Add +12.2% 248,127 $42.4M
Rafferty Asset Management, LLC 0.14% Add +0.8% 247,417 $42.3M
Highlander Partners, L.P. 14.54% No change 244,000 $41.7M
Castleark Management LLC 1.15% Add +15.1% 239,174 $40.9M
Aureus Asset Management, LLC 2.66% Reduce -3.6% 238,681 $40.8M
Worldquant Millennium Advisors LLC 0.17% Reduce -10.1% 236,865 $40.5M
Prospera Financial Services Inc 0.69% Reduce -1.2% 235,124 $40.2M
Baldwin Wealth Partners LLC 2.60% Reduce -1.6% 234,070 $40.0M
Private Advisor Group, LLC 0.20% Reduce -2.6% 233,286 $39.9M
Victory Capital Management Inc. 0.02% Reduce -2.7% 233,245 $39.8M
Focus Partners Wealth 0.06% Add +7.1% 229,861 $39.3M
Truist Financial Corp. 0.05% Add +9.6% 229,134 $39.1M
Swedbank AB 0.04% Add +1.1% 228,859 $39.1M
Lansforsakringar Fondforvaltning AB (publ) 0.20% Add +4.6% 228,031 $39.0M
Resona Asset Management Co.,Ltd. 0.18% Reduce -5.3% 225,885 $38.8M
Allspring Global Investments Holdings, LLC 0.06% Add +29.0% 229,406 $38.6M
Bahl & Gaynor LLC 0.19% Reduce -0.6% 224,670 $38.4M
Jefferies Financial Group Inc. 0.36% Add +2177.8% 223,904 $38.3M
Baltimore-Washington Financial Advisors, Inc. 1.64% Add +3.1% 223,352 $38.2M
KCM Investment Advisors LLC 1.22% Add +2.8% 220,787 $37.7M
Comerica Bank 0.14% Reduce -6.2% 220,283 $37.6M
MetLife Investment Management, LLC 0.18% Reduce -0.8% 217,455 $37.2M
Baird Financial Group, Inc. 0.06% Add +1.0% 217,422 $37.1M
TD Waterhouse Canada Inc. 0.24% Add +7.9% 220,421 $37.1M
Integrated Advisors Network LLC 1.55% Reduce -1.8% 216,332 $37.0M
CapitalatWork S.A. 1.07% Reduce -5.2% 215,367 $36.8M
Skandinaviska Enskilda Banken AB (publ) 0.15% Reduce -3.0% 213,560 $36.5M
Arizona State Retirement System 0.19% Reduce -0.1% 213,083 $36.4M
Natixis 0.20% Add +26.7% 211,529 $36.1M
AQR Capital Management 0.02% Add +127.8% 208,530 $35.6M
Northeast Investment Management 1.43% Reduce -5.0% 207,471 $35.4M
Pinnacle Associates Ltd. 0.46% Reduce -1.3% 204,803 $35.0M
Country Trust Bank 0.76% Reduce -20.0% 204,033 $34.9M
ARS Investment Partners, LLC 2.26% Add +1.9% 200,638 $34.3M
State of Michigan Retirement System 0.16% Add +0.5% 199,300 $34.1M
Rothschild Investment LLC 1.92% Add +0.3% 199,208 $34.0M
Royal London Asset Management Ltd. 0.07% Add +63.5% 198,830 $34.0M
STRS Ohio 0.12% Reduce -3.0% 197,542 $33.8M
Clearbridge Investments, LLC 0.03% Add +7.5% 196,785 $33.6M
Chicago Partners Investment Group LLC 0.87% Add +0.8% 219,148 $33.2M
Sequoia Financial Advisors, LLC 0.20% Add +2.8% 193,698 $33.1M
Tenere Capital LLC 7.75% Add +1.1% 192,269 $32.8M
Archon Partners LLC 3.45% No change 190,000 $32.5M
Quantinno Capital Management LP 0.09% Add +35.6% 187,657 $32.1M
Czech National Bank 0.22% Add +5.0% 187,205 $32.0M
Visualize Group LP 10.69% New 186,892 $31.9M
DekaBank Deutsche Girozentrale 0.05% No change 180,044 $31.9M
Destination Wealth Management 0.87% Reduce -1.1% 184,999 $31.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +3.2% 184,336 $31.5M
Guggenheim Capital LLC 0.23% Reduce -4.9% 182,766 $31.2M
Midwest Trust Co 0.40% Add +2.1% 180,011 $30.8M
Forsta Ap-Fonden 0.18% Reduce -12.2% 180,000 $30.8M
Marshall Wace, LLP 0.03% Reduce -65.7% 178,971 $30.6M
J. L. Bainbridge & Co., Inc. 2.58% Reduce -1.3% 178,481 $30.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.15% Reduce -1.1% 177,003 $30.2M
CIBC Asset Management Inc 0.09% Add +1.4% 176,660 $30.2M
Xponance LLC 0.24% Reduce -0.6% 174,908 $29.9M
MML Investors Services, LLC 0.08% Add +0.6% 172,457 $29.5M
Captrust Financial Advisors 0.06% Add +8.2% 172,084 $29.4M
Capital International, Inc. 0.23% Add +4.2% 169,353 $28.9M
Welch Capital Partners LLC 5.94% No change 168,826 $28.8M
CI Investments Inc. 0.10% Reduce -31.6% 168,390 $28.8M
Gabelli Funds LLC 0.20% Reduce -1.2% 167,829 $28.7M
Kestra Advisory Services, LLC 0.13% Add +5.3% 167,080 $28.5M
Amalgamated Bank 0.20% Add +2.2% 166,222 $28.4M
Capital Advisors Inc. 0.47% Reduce -27.4% 165,056 $28.2M
Chilton Investment Co. Inc. 0.57% Add +11.2% 164,070 $28.0M
First Long Island Investors, LLC 2.08% Reduce -0.2% 163,762 $28.0M
US Bancorp \de 0.03% Add +4.5% 163,194 $27.9M
Pinebridge Investments, L.P. 0.21% Add +105.7% 162,539 $27.8M
Cibc World Market Inc. 0.06% Reduce -33.3% 162,445 $27.8M
D.A. Davidson & Co. 0.18% Reduce -0.3% 160,135 $27.4M
North Star Investment Management Corp. 1.76% Reduce -0.7% 159,977 $27.3M
Retirement Systems of Alabama 0.09% Add +0.4% 157,234 $26.9M
Capital Fund Management S.A. 0.26% Reduce -45.8% 153,199 $26.2M
Edgemoor Investment Advisors, Inc. 2.02% Add +0.3% 152,274 $26.0M
ProShare Advisors LLC 0.05% Reduce -8.4% 151,663 $25.9M
Evelyn Partners Investment Management LLP 0.72% Reduce -2.3% 149,052 $25.5M
Federation des caisses Desjardins du Quebec 0.10% Add +16.5% 148,971 $25.5M
Leavell Investment Management, Inc. 1.07% Reduce -6.5% 148,554 $25.4M
Wellington Shields Capital Management, LLC 3.84% Reduce -5.1% 147,953 $25.3M
Allianz Asset Management GmbH 0.03% Reduce -30.5% 147,379 $25.2M
Moran Wealth Management, LLC 0.75% Reduce -20.6% 145,619 $24.9M
Cullen/Frost Bankers, Inc. 0.29% Reduce -1.4% 145,112 $24.8M
Texas Yale Capital Corp. 0.78% Add +1.5% 145,014 $24.8M
First Manhattan Co. Llc. 0.07% Add +2.1% 144,278 $24.6M
Nisa Investment Advisors, LLC 0.09% Add +11.8% 142,793 $24.4M
Sonora Investment Management Group, LLC 1.72% Reduce -4.9% 141,761 $24.2M
IFM Investors Pty Ltd 0.21% Reduce -1.7% 135,541 $23.8M
Varma Mutual Pension Insurance Co 0.15% Add +22.0% 138,600 $23.7M
Whittier Trust Co. of Nevada Inc. 0.50% Add +3.3% 140,363 $23.6M
Neville Rodie & Shaw Inc. 1.70% Reduce -21.2% 137,318 $23.5M
Torray Investment Partners LLC 3.29% Add +2.5% 137,060 $23.4M
One Madison Group LLC 2.53% Reduce -35.7% 135,000 $23.1M
Wellington Management Group LLP 0.00% Add +13.2% 134,760 $23.0M
Apollon Wealth Management, LLC 0.40% Add +2.8% 132,488 $22.6M
Choreo, LLC 0.29% Reduce -4.0% 131,896 $22.5M
O'shaughnessy Asset Management, LLC 0.13% Add +16.4% 130,036 $22.2M
Oppenheimer & Co. Inc. 0.26% Reduce -1.2% 126,803 $21.7M
Van Eck Associates Corp. 0.02% Add +62.4% 126,270 $21.6M
Amplius Wealth Advisors, LLC 1.86% Reduce -2.1% 125,821 $21.5M
Jones Financial Companies LLLP 0.01% Add +9.3% 122,558 $21.5M
Border to Coast Pensions Partnership Ltd 0.37% Reduce -10.7% 125,000 $21.4M
WASHINGTON TRUST Co 0.68% Reduce -0.8% 121,729 $20.8M
Scotia Capital Inc. 0.09% Reduce -6.2% 121,068 $20.7M
Utah Retirement Systems 0.20% Add +1.2% 120,954 $20.7M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +14.5% 120,829 $20.6M
Daiwa Securities Group Inc. 0.07% Add +5.0% 120,725 $20.6M
Police & Firemen's Retirement System of New Jersey 0.16% Add +5.9% 117,894 $20.1M
SouthState Bank Corp 0.93% Reduce -4.0% 117,676 $20.1M
USS Investment Management Ltd 0.10% No change 117,672 $20.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.17% Add +1.6% 117,572 $20.1M
Liontrust Investment Partners LLP 0.29% Add +282.1% 116,185 $19.9M
Kids Capital Management, L.P. 15.53% Add +4.5% 115,000 $19.6M
Mercer Global Advisors Inc. 0.03% Add +9.2% 114,759 $19.6M
Lido Advisors, LLC 0.08% Add +49.1% 114,180 $19.5M
GAMCO Investors 0.19% Reduce -0.2% 113,241 $19.3M
Teacher Retirement System of Texas 0.08% Reduce -11.9% 112,592 $19.2M
Fort Sheridan Advisors LLC 2.51% Reduce -0.5% 112,227 $19.2M
Stratos Wealth Advisors, LLC 0.92% Add +0.9% 111,677 $19.1M
Susquehanna International Group, LLP 0.03% Reduce -60.3% 110,525 $18.9M
QRG Capital Management, Inc. 0.23% Reduce -17.2% 108,803 $18.6M
B. Metzler seel. Sohn & Co. AG 0.16% Add +275.2% 108,374 $18.5M
SOL Capital Management CO 1.65% Add +2.7% 107,942 $18.4M
Mirador Capital Partners LP 2.61% Add +0.9% 107,763 $18.4M
Millennium Management 0.02% Reduce -28.4% 107,502 $18.4M
Capital International Sarl 0.32% Reduce -0.7% 106,823 $18.3M
Empowered Funds, LLC 0.18% Add +44.5% 106,444 $18.2M
Parsons Capital Management Inc. 1.03% Reduce -1.5% 106,143 $18.1M
M&T Bank Corp 0.06% Reduce -15.9% 105,113 $18.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.10% Reduce -8.5% 104,987 $17.9M
Atlantic Union Bankshares Corp 0.33% Reduce -0.5% 103,007 $17.6M
Gillson Capital LP 1.51% New 101,800 $17.4M
&partners 0.11% Add +16.2% 101,465 $17.3M
CIBC Bancorp USA Inc. 0.10% — 101,426 $17.3M
Steward Partners Investment Advisory, LLC 0.10% Add +16.5% 100,032 $17.1M
New York Life Investment Management LLC 0.15% Add +0.8% 100,017 $17.1M
Princeton Global Asset Management LLC 2.84% Reduce -1.1% 99,971 $17.1M
PEAK6 LLC 0.43% Add +81.3% 99,715 $17.0M
Appleton Partners Inc. 1.12% Add +0.5% 97,942 $16.7M
Pathstone Holdings, LLC 0.06% Add +9.6% 97,360 $16.7M
Calamos Advisors LLC 0.10% No change 97,486 $16.7M
Woodline Partners LP 0.08% Add +23.4% 97,414 $16.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.13% Add +230.5% 97,082 $16.6M
Sargent Investment Group, LLC 2.36% Reduce -0.9% 96,881 $16.6M
Jamison Private Wealth Management, Inc. 2.14% Add +1.2% 96,682 $16.5M
Private Capital Advisors, Inc. 1.83% No change 96,261 $16.4M
Foundations Investment Advisors, LLC 0.24% Add +10.1% 95,083 $16.2M
Yarbrough Capital, LLC 0.50% No change 94,255 $16.1M
1832 Asset Management L.P. 0.03% Reduce -8.4% 94,146 $16.1M
Public Employees Retirement Association of Colorado 0.06% Reduce -2.2% 94,026 $16.1M
Galvin, Gaustad & Stein, LLC 1.32% Add +3.2% 93,688 $16.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.13% Add +4.9% 93,428 $16.0M
Burling Wealth Partners, LLC 2.63% Reduce -4.3% 93,015 $15.9M
NEOS Investment Management LLC 0.12% Add +44.0% 92,826 $15.9M
Chesley Taft & Associates LLC 0.67% Add +9.3% 92,758 $15.8M
Vanguard Personalized Indexing Management, LLC 0.16% Add +6.6% 92,630 $15.8M
Equitable Holdings, Inc. 0.12% Add +10.0% 92,643 $15.8M
St Germain D J Co. Inc. 0.63% Add +0.3% 92,269 $15.8M
Cozad Asset Management Inc. 1.25% Reduce -1.6% 91,807 $15.7M
Vantage Investment Partners, LLC 1.07% Reduce -0.7% 91,545 $15.6M
Becker Capital Management Inc. 0.45% Reduce -0.9% 91,028 $15.6M
Nissay Asset Management Corp. /Japan 0.09% Add +1.1% 91,024 $15.6M
Bleichroeder LP 3.03% No change 90,750 $15.5M
SG Americas Securities, LLC 0.06% Add +105.6% 89,817 $15.3M
American Century Companies Inc. 0.01% Reduce -6.8% 88,690 $15.2M
Colonial Trust Advisors 1.17% Add +0.1% 88,588 $15.1M
Prime Capital Investment Advisors, LLC 0.19% Reduce -0.6% 87,851 $15.0M
Red Door Wealth Management, LLC 1.59% Add +167.6% 87,453 $14.9M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.01% No change 87,585 $14.9M
Canal Capital Management, LLC 2.24% Reduce -2.3% 87,220 $14.9M
NewEdge Advisors, LLC 0.07% Add +15.9% 87,018 $14.9M
Adalta Capital Management LLC 6.73% Reduce -3.7% 86,741 $14.8M
Mediolanum International Funds Ltd 0.15% Add +234.2% 83,516 $14.7M
Fifth Third Bancorp 0.05% Reduce -5.3% 85,968 $14.7M
World Investment Advisors 0.30% Add +12.7% 84,881 $14.5M
Oregon Public Employees Retirement Fund 0.19% Add +33.6% 84,258 $14.4M
Ithaka Group LLC 2.45% Reduce -0.3% 83,848 $14.3M
Moore Capital Management, LP 0.29% New 83,760 $14.3M
Strategic Wealth Partners, Ltd. 1.07% Add +3.9% 83,552 $14.3M
Consolidated Investment Group LLC 1.75% No change 83,289 $14.2M
Griffin Asset Management, Inc. 1.59% Add +0.4% 82,691 $14.1M
Yousif Capital Management, LLC 0.15% Reduce -5.3% 81,895 $14.0M
CWA Asset Management Group, LLC 0.51% Add +2.1% 80,061 $13.7M
Mutual of America Capital Management LLC 0.14% Reduce -4.5% 79,899 $13.7M
Strategic Wealth Investment Group, LLC 1.15% Add +664433.3% 79,744 $13.6M
State of Alaska, Department of Revenue 0.14% Reduce -2.9% 79,661 $13.6M
Rheos Capital Works Inc. 0.76% No change 79,500 $13.6M
Stratos Wealth Partners, LTD. 0.16% Add +6.6% 79,293 $13.5M
Tranquility Partners, LLC 4.55% Reduce -2.7% 78,923 $13.5M
OP Asset Management Ltd 0.18% Add +2.1% 78,811 $13.5M
Jacobson & Schmitt Advisors, LLC 2.29% Reduce -0.6% 77,959 $13.3M
11 Capital Partners LP 3.76% Add +21.6% 77,623 $13.3M
Oppenheimer Asset Management Inc. 0.14% Add +8.1% 76,800 $13.1M
Assetmark, Inc. 0.03% Add +1.8% 76,737 $13.1M
F/m Investments LLC 0.50% Add +46.2% 76,353 $13.0M
Community Bank & Trust, Waco, Texas 2.68% Add +0.5% 76,097 $13.0M
Clarkston Capital Partners, LLC 0.28% No change 75,325 $12.9M
J.W. Cole Advisors, Inc. 0.24% Reduce -3.2% 74,569 $12.7M
Gerber Kawasaki Wealth & Investment Management 0.44% Add +1.1% 74,564 $12.7M
Meyer Handelman Co. 0.40% Reduce -0.8% 73,192 $12.5M
Account Management LLC 13.30% No change 73,031 $12.5M
Ancora Advisors LLC 0.25% Reduce -0.2% 72,419 $12.4M
L & S Advisors Inc 1.32% Add +441.2% 72,116 $12.3M
Independent Financial Group, LLC 0.30% Add +13.3% 72,025 $12.3M
Bragg Financial Advisors, Inc 0.40% Add +0.2% 71,425 $12.2M
First Trust Advisors LP 0.01% Add +10.7% 71,106 $12.1M
Man Group plc 0.02% Add +318.5% 71,038 $12.1M
Hilton Capital Management, LLC 0.98% Reduce -5.5% 70,964 $12.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -6.7% 70,679 $12.1M
FineMark National Bank & Trust 0.39% Reduce -1.6% 70,595 $12.1M
Harbour Trust & Investment Management Co 1.24% Reduce -0.3% 70,391 $12.0M
Wealthfront Advisers LLC 0.03% Add +22.4% 70,345 $12.0M
Nordea Investment Management AB 0.01% Reduce -14.4% 70,180 $12.0M
Cresset Asset Management, LLC 0.05% Add +7.0% 69,831 $11.9M
Jackson Wealth Management, LLC 1.19% Add +19.3% 69,811 $11.9M
Ethic Inc. 0.20% Reduce -4.7% 69,721 $11.9M
Clearstead Advisors, LLC 0.17% Add +3.9% 69,573 $11.9M
Argent Trust Co 0.42% Add +1.5% 68,788 $11.8M
Narwhal Capital Management 0.87% Reduce -2.2% 68,450 $11.7M
one8zero8, LLC 2.52% Add +1.4% 68,354 $11.7M
Cwm, LLC 0.03% Add +28.6% 67,939 $11.6M
Steel Grove Capital Advisors, LLC 1.37% No change 76,550 $11.5M
Mark Asset Management LP 1.16% No change 66,495 $11.4M
Alyeska Investment Group, L.P. 0.03% Reduce -65.8% 66,349 $11.3M
Pacer Advisors, Inc. 0.03% Reduce -1.9% 65,212 $11.1M
Spinecap SAS 4.89% No change 65,056 $11.1M
Concentric Capital Strategies, LP 0.53% New 64,818 $11.1M
Advisors Asset Management, Inc. 0.19% Add +0.7% 64,692 $11.1M
Embree Financial Group 1.48% Add +0.3% 64,504 $11.0M
MAI Capital Management 0.07% Add +1.6% 64,292 $11.0M
Elo Mutual Pension Insurance Co 0.18% Reduce -19.8% 64,238 $11.0M
United Capital Financial Advisors, LLC 0.08% Add +295.8% 64,178 $11.0M
Fred Alger Management, LLC 0.04% Reduce -0.1% 64,087 $10.9M
Welch Group, LLC 0.43% Add +2.2% 64,041 $10.9M
Independent Advisor Alliance 0.28% Reduce -0.7% 63,427 $10.8M
Garrison Bradford & Associates Inc. 11.48% Reduce -3.0% 62,907 $10.7M
Kestra Private Wealth Services, LLC 0.14% Reduce -2.1% 62,798 $10.7M
Peapack Gladstone Financial Corp. 0.14% Reduce -2.3% 61,939 $10.6M
Perigon Wealth Management, LLC 0.22% Reduce -1.0% 61,869 $10.6M
Cottage Street Advisors LLC 4.48% Reduce -1.8% 62,082 $10.6M
UMB Bank, n.a. 0.15% Add +0.7% 61,004 $10.4M
Summit Financial, LLC 0.16% Reduce -0.6% 60,348 $10.3M
Bradley Foster & Sargent Inc. 0.15% Add +0.9% 59,509 $10.2M
McIntyre Freedman & Flynn Investment Advisers Inc. 6.05% Reduce -1.1% 59,032 $10.1M
Cornerstone Wealth Management, LLC 0.55% Reduce -0.0% 58,766 $10.0M
Marietta Wealth Management, LLC 1.23% Add +2.8% 58,667 $10.0M
Allen Capital Group, LLC 0.95% Reduce -0.8% 58,507 $10.0M
B & T Capital Management DBA Alpha Capital Management 1.57% Reduce -0.4% 58,069 $9.9M
DAVENPORT & Co LLC 0.05% Add +4.9% 57,474 $9.8M
DE Burlo Group Inc. 1.18% Reduce -11.6% 57,450 $9.8M
Teachers Retirement System of the State of Kentucky 0.07% No change 57,063 $9.7M
Dakota Wealth Management 0.20% Add +16.9% 57,047 $9.7M
Atria Investments, Inc 0.11% Reduce -28.8% 56,853 $9.7M
South Street Advisors LLC 1.27% Add +5.1% 56,641 $9.7M
Cornerstone Wealth Group, LLC 0.65% Add +1.4% 56,540 $9.7M
BigSur Wealth Management LLC 2.36% Reduce -18.2% 56,487 $9.7M
UniSuper Management Pty Ltd 0.06% Add +16.1% 56,030 $9.6M
Kavar Capital Partners Group, LLC 1.28% Reduce -0.1% 56,022 $9.6M
Axxcess Wealth Management, LLC 0.20% Reduce -2.4% 55,794 $9.5M
Bridge Creek Capital Management LLC 2.65% Reduce -1.9% 55,775 $9.5M
ASR Vermogensbeheer N.V. 0.11% Reduce -1.4% 55,381 $9.5M
Graham Capital Management, L.P. 0.52% Reduce -38.4% 55,260 $9.4M
Howland Capital Management LLC 0.36% Add +19.4% 55,015 $9.4M
O'ROURKE & COMPANY, Inc 3.92% Reduce -2.6% 54,843 $9.4M
EverSource Wealth Advisors, LLC 0.37% Add +0.7% 54,759 $9.4M
Ellis Investment Partners, LLC 1.69% Reduce -0.9% 54,637 $9.3M
Kercheville Advisors, LLC 2.82% Add +4.2% 54,590 $9.3M
Ossiam 0.12% Reduce -73.8% 54,398 $9.3M
Integrated Wealth Concepts LLC 0.08% Add +11.5% 54,236 $9.3M
Blue Zone Wealth Advisors, LLC 1.85% Add +0.1% 54,099 $9.2M
Waldron Private Wealth LLC 0.37% Add +0.2% 54,058 $9.2M
Mizuho Securities USA LLC 0.19% Add +6.4% 53,685 $9.2M
Jain Global LLC 0.13% New 53,357 $9.1M
Moors & Cabot, Inc. 0.40% Reduce -2.5% 53,230 $9.1M
Snowden Capital Advisors LLC 0.25% Reduce -13.4% 53,107 $9.1M
Wulff, Hansen & Co. 7.75% Reduce -1.6% 52,685 $9.0M
Avanza Fonder AB 0.23% Add +5.0% 52,414 $9.0M
Nomura Holdings Inc. 0.05% Add +54.4% 52,138 $8.9M
GFG Capital, LLC 3.06% Add +0.2% 51,924 $8.9M
Capital International Ltd. 0.32% Reduce -3.0% 51,708 $8.8M
Ascent Wealth Partners, LLC 1.02% New 51,697 $8.8M
Callan Family Office, LLC 0.28% Reduce -3.3% 51,435 $8.8M
Transcend Capital Advisors, LLC 0.62% Add +2.4% 51,434 $8.8M
MassMutual Private Wealth & Trust, FSB 0.22% Reduce -0.2% 51,333 $8.8M
Old National Bancorp 0.15% Reduce -1.7% 51,073 $8.7M
Golden State Wealth Management, LLC 0.95% Reduce -7.9% 50,461 $8.6M
Security National Bank 1.31% Add +3.4% 50,235 $8.6M
Hudson Bay Capital Management LP 0.06% New 50,000 $8.5M
Focused Wealth Management, Inc 0.91% Reduce -0.3% 49,444 $8.4M
Coastal Bridge Advisors, LLC 0.64% Reduce -5.1% 49,411 $8.4M
Covington Investment Advisors Inc. 1.09% No change 48,897 $8.4M
BNP Paribas 0.25% Add +69.7% 48,828 $8.3M
Vishria Bird Financial Group, LLC 1.63% Reduce -0.3% 48,669 $8.3M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.56% No change 48,615 $8.3M
Grange Capital, LLC 8.02% Reduce -5.6% 48,570 $8.3M
AXA Investment Managers S.A. 0.02% — 47,918 $8.2M
HB Wealth Management, LLC 0.06% Add +15.8% 47,597 $8.1M
Ibex Wealth Advisors 0.77% Add +1.7% 47,186 $8.1M
Synovus Financial Corp. 0.09% Add +3.8% 46,976 $8.0M
Caldwell Trust Co 0.74% Add +0.8% 46,231 $7.9M
Carret Asset Management, LLC 0.77% Reduce -0.1% 46,192 $7.9M
First Fiduciary Investment Counsel, Inc. 1.53% Add +37.5% 46,087 $7.9M
Kentucky Retirement Systems 0.22% Reduce -0.6% 45,954 $7.9M
Landmark Investment Partners, L.P. 6.39% Reduce -35.1% 45,684 $7.8M
Syntegra Private Wealth Group, LLC 0.74% Add +0.1% 45,666 $7.8M
Global Retirement Partners, LLC 0.17% Add +3.4% 45,662 $7.8M
Vinva Investment Management Ltd 0.15% Add +2.3% 44,218 $7.8M
Seneca House Advisors 3.14% Reduce -7.0% 45,533 $7.8M
Concurrent Investment Advisors, LLC 0.13% Reduce -2.3% 45,309 $7.7M
Glenmede Investment Management, LP 0.04% Add +9.2% 45,247 $7.7M
ArrowMark Colorado Holdings LLC 0.14% Reduce -10.8% 45,200 $7.7M
Flossbach Von Storch SE 0.03% No change 45,000 $7.7M
Fiduciary Group, LLC 0.67% Reduce -0.9% 44,870 $7.7M
Royal Fund Management, LLC 0.92% Reduce -9.0% 44,448 $7.6M
Farther Finance Advisors, LLC 0.11% Add +13.4% 44,397 $7.6M
Diversify Advisory Services, LLC 0.25% Reduce -7.5% 52,498 $7.6M
Arkadios Wealth Advisors 0.19% Add +8.5% 44,359 $7.6M
Merit Financial Group, LLC 0.07% Reduce -9.6% 44,112 $7.5M
EFG Asset Management (North America) Corp. 0.97% Add +27.8% 44,092 $7.5M
Triangle Securities Wealth Management 1.70% Reduce -2.8% 44,073 $7.5M
Creegan & Nassoura Financial Group, LLC 4.84% Reduce -8.6% 43,897 $7.5M
Naples Global Advisors, LLC 0.58% Reduce -0.4% 43,820 $7.5M
SFE Investment Counsel 1.19% Reduce -1.3% 43,560 $7.4M
Turtle Creek Wealth Advisors, LLC 0.66% Add +68.3% 43,108 $7.4M
Venture Visionary Partners LLC 0.25% Add +2.2% 43,073 $7.4M
Advisory Services Network, LLC 0.11% Add +2.1% 42,968 $7.3M
Ayrshire Capital Management LLC 3.40% Add +196.9% 42,892 $7.3M
Hedeker Wealth, LLC 1.52% Add +1.9% 42,866 $7.3M
Citizens Financial Group Inc. 0.10% Add +27.5% 42,746 $7.3M
Allworth Financial LP 0.03% Add +17.7% 42,285 $7.2M
Lake Street Private Wealth, LLC 0.93% Add +0.8% 42,091 $7.2M
Norinchukin Bank, The 0.10% Add +2.1% 42,021 $7.2M
Candriam S.C.A. 0.04% Reduce -4.5% 41,668 $7.1M
Nicholas Company, Inc. 0.12% Add +47.1% 41,620 $7.1M
Ashton Thomas Private Wealth, LLC 0.18% Add +32.2% 41,481 $7.1M
TCTC Holdings, LLC 0.21% Reduce -3.0% 41,397 $7.1M
Clear Harbor Asset Management, LLC 0.50% Reduce -0.2% 41,129 $7.0M
Greenwich Wealth Management LLC 0.35% No change 41,106 $7.0M
Towne Trust Company, N.A 2.25% Reduce -11.7% 40,725 $7.0M
Glassy Mountain Advisors, Inc. 2.09% Reduce -0.8% 40,616 $6.9M
OMERS ADMINISTRATION Corp 0.05% Add +8.8% 40,508 $6.9M
Abn Amro Investment Solutions 0.14% Reduce -2.2% 40,400 $6.9M
Colonial Trust Co / SC 0.93% Add +1.5% 40,393 $6.9M
Pinnacle Financial Partners Inc 0.16% Add +2.1% 40,122 $6.9M
Rockline Wealth Management, LLC 1.42% Add +0.2% 40,041 $6.8M
Compass Wealth Management LLC 1.53% Reduce -0.4% 40,000 $6.8M
HM Payson & Co. 0.10% Reduce -2.0% 39,678 $6.8M
Park Avenue Securities LLC 0.05% Add +10.1% 39,488 $6.7M
Uhlmann Price Securities, LLC 4.08% Reduce -0.8% 39,097 $6.7M
Dupont Capital Management Corp. 0.69% No change 39,072 $6.7M
Summit Trail Advisors, LLC 0.09% Add +20.9% 38,891 $6.6M
Carnegie Investment Counsel 0.13% Add +4.5% 38,865 $6.6M
Louisiana State Employees Retirement System 0.11% Add +0.5% 38,700 $6.6M
Thrivent Financial for Lutherans 0.01% Reduce -29.1% 38,523 $6.6M
Cross Staff Investments Inc 4.57% Add +0.5% 38,274 $6.5M
Laurion Capital Management LP 0.96% New 38,227 $6.5M
Vise Technologies, Inc. 0.24% Add +2.6% 37,794 $6.5M
SCS Capital Management LLC 0.07% Reduce -1.3% 37,758 $6.5M
Orion Porfolio Solutions, LLC 0.05% Reduce -1.0% 37,703 $6.4M
Proficio Capital Partners LLC 0.44% Reduce -29.5% 37,541 $6.4M
Jane Street Group, LLC 0.01% Reduce -87.3% 37,468 $6.4M
Motco 0.58% Add +1.0% 37,448 $6.4M
B. Riley Wealth Advisors, Inc. 0.31% Reduce -8.9% 37,408 $6.4M
Group One Trading LLC 0.19% Reduce -73.7% 37,007 $6.3M
Werlinich Asset Management, LLC 3.13% Add +0.2% 36,887 $6.3M
Rosenblum Silverman Sutton S F Inc. 1.43% Add +1.1% 36,730 $6.3M
Old Second National Bank of Aurora 1.29% Reduce -0.1% 36,670 $6.3M
Bridgewater Associates 0.02% Add +1380.3% 36,518 $6.2M
Maryland State Retirement & Pension System 0.13% Add +2.6% 36,509 $6.2M
Gulf International Bank (UK) Ltd 0.20% Reduce -1.7% 36,475 $6.2M
Bill Few Associates, Inc. 1.60% Add +2.3% 36,409 $6.2M
Brevan Howard Capital Management LP 0.09% Reduce -67.5% 36,073 $6.2M
Alerus Financial NA 0.31% Add +1.2% 36,030 $6.2M
Stablepoint Partners, LLC 0.98% Add +2.0% 35,972 $6.1M
SteelPeak Wealth, LLC 0.20% Add +0.8% 35,674 $6.1M
Securian Asset Management, Inc. 0.16% Reduce -6.6% 35,540 $6.1M
Alberta Investment Management Corp 0.05% New 35,500 $6.1M
Modus Advisors, LLC 1.64% Add +0.3% 35,389 $6.0M
Easterly Investment Partners LLC 0.41% Add +3.6% 35,184 $6.0M
Argonautica Private Wealth Management, Inc. 1.75% Reduce -1.5% 35,061 $6.0M
M&G PLC 0.03% Reduce -32.9% 35,000 $6.0M
Resources Management Corp. /CT/ 0.77% Reduce -0.4% 34,983 $6.0M
First Interstate Bank 0.33% Reduce -1.1% 34,832 $6.0M
Beacon Pointe Advisors, LLC 0.05% Reduce -32.7% 34,803 $5.9M
ING Groep NV 0.03% Reduce -2.2% 34,519 $5.9M
Harbor Investment Advisory, LLC 0.49% Add +2.0% 34,456 $5.9M
Florida Trust Wealth Management Co 0.17% Add +6.0% 34,414 $5.9M
WealthPlan Investment Management, LLC 0.39% Reduce -4.0% 34,277 $5.9M
Investment Management Corp of Ontario 0.09% Add +10.2% 34,273 $5.9M
Waterloo Capital, L.P. 0.44% Add +2.6% 34,221 $5.8M
Private Wealth Partners, LLC 0.42% Reduce -0.9% 34,154 $5.8M
IMC-Chicago, LLC 0.10% New 34,001 $5.8M
Conway Capital Management, Inc. 2.42% Add +2.4% 33,790 $5.8M
1776 Wealth LLC 2.22% Add +2.1% 33,640 $5.7M
Lantern Wealth Advisors, LLC 2.99% Reduce -7.0% 34,240 $5.7M
BW Gestao de Investimentos Ltda. 0.43% Reduce -76.0% 33,430 $5.7M
Wellington Shields & Co., LLC 1.49% Add +1.1% 33,352 $5.7M
Banque Pictet & Cie SA 0.06% Reduce -9.8% 33,310 $5.7M
Crossmark Global Holdings, Inc. 0.09% Add +8.7% 33,271 $5.7M
ProVise Management Group, LLC 0.42% Reduce -1.5% 33,164 $5.7M
New Mexico Educational Retirement Board 0.17% Reduce -2.1% 33,000 $5.6M
Shepherd Financial Partners LLC 0.53% Add +1.5% 32,858 $5.6M
Capital Planning Advisors, LLC 0.77% Add +5.7% 32,752 $5.6M
Horizon Investments, LLC 0.07% Add +49.0% 32,763 $5.5M
Insigneo Advisory Services, LLC 0.39% Reduce -0.4% 32,474 $5.5M
Chicago Capital, LLC 0.14% Reduce -3.1% 32,419 $5.5M
1ST Source Bank 0.29% Add +1.0% 32,160 $5.5M
StoneX Group Inc. 0.24% Reduce -4.3% 32,084 $5.5M
EULAV Asset Management 0.13% Reduce -5.9% 32,000 $5.5M
Principle Wealth Partners LLC 0.32% Reduce -0.4% 31,927 $5.5M
Sterling Capital Management LLC 0.08% Reduce -13.0% 31,427 $5.4M
Cannell & Spears LLC 0.10% Reduce -5.7% 31,402 $5.4M
Tritonpoint Wealth, LLC 0.46% Reduce -3.6% 31,112 $5.3M
Vestcor Inc 0.16% Reduce -21.1% 30,840 $5.3M
Waverly Advisors, LLC 0.05% Reduce -26.8% 30,800 $5.3M
U.S. Capital Wealth Advisors, LLC 0.14% Add +0.1% 30,761 $5.3M
Wealthcare Advisory Partners LLC 0.11% Add +2.3% 30,726 $5.2M
Composition Wealth, LLC 0.08% Add +1.4% 30,675 $5.2M
Cyndeo Wealth Partners, LLC 0.29% Reduce -1.6% 30,554 $5.2M
Huntington National Bank 0.04% Add +25.8% 30,535 $5.2M
Next Level Private LLC 1.51% Reduce -2.3% 31,228 $5.2M
Hamilton Capital Partners Inc. 0.22% Reduce -16.4% 30,470 $5.2M
Mgo One Seven LLC 0.12% Add +5.3% 30,397 $5.2M
Evelyn Partners Investment Management (Europe) Ltd 1.79% Reduce -11.3% 30,175 $5.2M
Coastline Trust Co 0.55% Reduce -0.8% 30,086 $5.1M
Metis Global Partners, LLC 0.12% Reduce -5.1% 29,985 $5.1M
Daiichi Life Insurance Co., Ltd. 0.13% No change 29,975 $5.1M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.05% No change 29,915 $5.1M
Cohen Investment Advisors LLC 2.46% Add +2.1% 29,714 $5.1M
Bokf, NA 0.08% Add +1.6% 29,401 $5.0M
Abbot Financial Management, Inc. 2.14% Add +0.3% 29,374 $5.0M
Sunbelt Securities, Inc. 0.35% Add +117.7% 29,358 $5.0M
Point Windward Advisors Inc. 2.37% Reduce -2.3% 29,275 $5.0M
Tidal Investments LLC 0.02% Add +14.9% 29,266 $5.0M
Regions Financial Corp. 0.03% Add +9.0% 29,176 $5.0M
International Assets Investment Management, LLC 0.40% Add +0.3% 32,628 $5.0M
HUB Investment Partners, LLC 0.18% Add +40.6% 28,965 $4.9M
CreativeOne Wealth, LLC 0.12% Add +11.7% 28,891 $4.9M
Spire Wealth Management 0.17% Add +1.2% 28,778 $4.9M
Ranch Capital Advisors Inc. 1.90% Add +3.0% 28,776 $4.9M
Brown Brothers Harriman & Co. 0.03% Add +5.4% 28,402 $4.9M
Arax Advisory Partners 0.07% Add +29.3% 28,337 $4.8M
D L Carlson Investment Group Inc. 0.81% Add +33.2% 28,296 $4.8M
Great Valley Advisor Group, Inc. 0.10% Add +0.6% 28,169 $4.8M
Granite Bay Wealth Management, LLC 1.25% New 28,157 $4.8M
Vontobel Holding Ltd. 0.02% Reduce -3.0% 28,073 $4.8M
Rathbones Group PLC 0.02% Reduce -3.7% 27,942 $4.8M
Siemens Fonds Invest GmbH 0.26% Reduce -3.7% 27,718 $4.7M
Brown, Lisle/Cummings, Inc. 1.21% Add +4.8% 27,645 $4.7M
Bard Financial Services, Inc. 0.52% Reduce -1.6% 27,625 $4.7M
Tokio Marine Asset Management Co. Ltd. 0.17% Add +3.8% 27,459 $4.7M
Joel Isaacson & Co., LLC 0.17% Add +18.0% 27,427 $4.7M
Retirement Planning Co of New England, Inc. 1.88% Reduce -3.2% 27,372 $4.7M
Tiaa Trust, National Association 0.01% Reduce -1.4% 27,117 $4.6M
Wealth Advisors of Tampa Bay, LLC 1.54% Add +43.9% 27,115 $4.6M
Soros Capital Management LLC 1.14% New 27,100 $4.6M
Centaurus Financial, Inc. 0.22% Add +0.1% 27,063 $4.6M
Resolute Wealth Strategies, LLC 2.11% Reduce -0.6% 27,036 $4.6M
Cinctive Capital Management LP 0.23% New 26,968 $4.6M
Essex Financial Services, Inc. 0.28% Reduce -2.9% 26,903 $4.6M
Allstate Corp. 0.10% New 26,621 $4.5M
Accuvest Global Advisors 2.83% Add +4.4% 26,616 $4.5M
Shikiar Asset Management Inc. 1.25% Add +10.9% 26,524 $4.5M
Stock Yards Bank & Trust Co. 0.14% Add +2.9% 26,526 $4.5M
Atlanta Consulting Group Advisors, LLC 1.11% Reduce -4.8% 26,497 $4.5M
Glenview Trust Co 0.07% Reduce -0.3% 26,448 $4.5M
Evergreen Capital Management LLC 0.11% Add +6.2% 26,440 $4.5M
Bleakley Financial Group, LLC 0.10% Add +0.3% 26,370 $4.5M
Compass Ion Advisors, LLC 0.43% Add +0.7% 26,322 $4.5M
PFG Investments, LLC 0.23% Reduce -2.0% 26,057 $4.5M
Polar Capital Holdings Plc 0.02% No change 25,977 $4.4M
Wealthspire Advisors, LLC 0.02% Reduce -0.7% 25,890 $4.4M
Parallel Advisors, LLC 0.08% Reduce -18.3% 25,562 $4.4M
RKL Wealth Management LLC 0.37% Reduce -8.7% 25,546 $4.4M
Sculati Wealth Management, LLC 1.52% Reduce -3.4% 25,231 $4.3M
Brookstone Capital Management 0.05% Add +5.0% 25,183 $4.3M
Kentucky Farm Bureau Mutual Insurance Co 1.05% No change 25,000 $4.3M
Trust Co. of Toledo NA 0.43% Add +2.9% 24,990 $4.3M
Rehmann Capital Advisory Group 0.23% Reduce -1.3% 24,914 $4.3M
Flagship Harbor Advisors, LLC 0.19% Add +0.9% 24,899 $4.3M
NorthCrest Asset Manangement, LLC 0.10% Add +4.5% 25,652 $4.2M
Fidelis Capital Partners, LLC 0.33% Add +97.1% 24,707 $4.2M
Berkshire Asset Management LLC 0.18% Add +1.0% 24,702 $4.2M
Wealth Effects LLC 1.34% Add +3.0% 24,417 $4.2M
Thomas Story & Son LLC 1.53% Reduce -0.7% 24,368 $4.2M
Somerset Group LLC 3.30% Reduce -0.5% 24,355 $4.2M
Oxbow Advisors, LLC 0.39% Reduce -0.5% 24,267 $4.1M
Wedbush Securities Inc. 0.14% Reduce -6.7% 24,219 $4.1M
Benjamin Edwards Inc. 0.05% Add +44.4% 24,143 $4.1M
Western Wealth Management, LLC 0.22% Add +61.0% 24,060 $4.1M
Oxford Financial Group, LTD. LLC 0.23% No change 24,031 $4.1M
Fearless Solutions, LLC dba Best Invest 2.63% Reduce -1.1% 23,982 $4.1M
Platform Technology Partners 0.98% Add +4.3% 23,956 $4.1M
AG2R La Mondiale Gestion D'actifs 0.21% No change 27,361 $4.1M
Jaffetilchin Investment Partners, LLC 0.24% Reduce -3.9% 23,937 $4.1M
FAS Wealth Partners, Inc. 0.28% Add +4.6% 23,886 $4.1M
Holderness Investments Co. 0.83% Reduce -13.9% 23,835 $4.1M
Register Financial Advisors LLC 1.60% Reduce -2.0% 23,821 $4.1M
UNIVEST FINANCIAL Corp 0.23% Reduce -18.1% 23,813 $4.1M
Community Trust & Investment Co. 0.22% Reduce -4.1% 23,546 $4.0M
Northwestern Mutual Investment Management Company, LLC 0.06% Add +0.9% 23,493 $4.0M
Baxter Bros Inc. 0.46% Add +28.7% 23,342 $4.0M
Duncker Streett & Co. Inc. 0.69% Add +0.1% 23,236 $4.0M
Diversify Wealth Management, LLC 0.23% Reduce -17.1% 27,267 $3.9M
City of London Investment Management Co. Ltd. 0.29% No change 22,999 $3.9M
Gotham Asset Management 0.02% Add +4.8% 22,849 $3.9M
DJE Kapital AG 0.09% No change 25,617 $3.9M
Kaizen Financial Strategies 1.75% Reduce -10.1% 26,908 $3.9M
Signaturefd, LLC 0.06% Reduce -0.4% 22,561 $3.9M
Schonfeld Strategic Advisors LLC 0.03% Reduce -83.5% 22,494 $3.8M
Hudock, Inc. 0.58% Reduce -1.2% 22,488 $3.8M
RMR Wealth Builders 0.32% Reduce -3.3% 22,461 $3.8M
Frank, Rimerman Advisors LLC 0.25% Add +8.3% 22,420 $3.8M
Summit Place Financial Advisors, LLC 1.80% Reduce -4.1% 22,409 $3.8M
Kampmann Melissa S. 2.78% Add +0.2% 22,320 $3.8M
Highland Capital Management, LLC 0.19% Add +214.2% 22,258 $3.8M
Eisler Capital Management Ltd. 0.09% Reduce -49.7% 21,565 $3.8M
Longfellow Investment Management Co. LLC 0.90% No change 22,160 $3.8M
Great Lakes Retirement, Inc. 0.41% Add +5.6% 22,048 $3.8M
Principal Securities, Inc. 0.06% Add +5.6% 21,941 $3.7M
Cannon Advisors, Inc. 2.52% Reduce -3.0% 24,186 $3.7M
Steamboat Capital Partners, LLC 0.97% Reduce -5.8% 21,775 $3.7M
Vident Advisory, LLC 0.04% Add +3.0% 21,699 $3.7M
Johnson Investment Counsel Inc. 0.03% Add +1.7% 21,445 $3.7M
Proactive Wealth Strategies LLC 1.57% Add +2.4% 21,356 $3.6M
StrongBox Wealth, LLC 1.23% Reduce -0.6% 21,328 $3.6M
Magnus Financial Group LLC 0.29% Add +1.9% 21,189 $3.6M
Slagle Financial, LLC 1.32% Add +1.7% 21,114 $3.6M
Sandler Capital Management 1.32% Add +86.5% 21,063 $3.6M
Caprock Group, LLC 0.09% — 20,863 $3.6M
Daymark Wealth Partners, LLC 0.12% Reduce -0.4% 20,868 $3.6M
Dudley Capital Management, LLC 1.60% Reduce -4.6% 20,799 $3.6M
Pine Valley Investments Ltd Liability Co 0.18% Add +9.3% 20,605 $3.5M
Kingsview Wealth Management, LLC 0.05% Reduce -0.6% 20,576 $3.5M
Meeder Advisory Services, Inc. 0.16% Add +2.3% 20,574 $3.5M
Private Management Group Inc. 0.10% New 20,441 $3.5M
Independent Solutions Wealth Management, LLC 0.62% Add +4.5% 20,314 $3.5M
Blue Fin Capital, Inc. 0.54% Reduce -0.2% 20,113 $3.4M
Krilogy Financial LLC 0.13% Add +6.1% 23,694 $3.4M
Steadtrust LLC 2.31% No change 20,000 $3.4M
Ascent Group, LLC 0.12% Add +57.4% 19,999 $3.4M
St. Clair Advisors, LLC 0.91% Add +0.4% 19,984 $3.4M
Osprey Private Wealth LLC 1.24% Add +29.6% 19,960 $3.4M
BankPlus Trust Department 0.91% Add +2.6% 19,955 $3.4M
Mufg Securities Americas Inc. 0.22% Add +22.9% 19,877 $3.4M
Alaethes Wealth, LLC 0.96% Reduce -3.3% 19,724 $3.4M
Lombard Odier Asset Management (Switzerland) SA 0.15% Reduce -4.8% 19,696 $3.4M
Squarepoint Ops LLC 0.01% Reduce -97.1% 19,661 $3.4M
Montag A & Associates Inc. 0.15% Add +4.9% 19,573 $3.3M
Sterling Investment Advisors, Ltd. 0.65% Add +0.0% 19,538 $3.3M
Runnymede Capital Advisors, Inc. 2.74% No change 19,473 $3.3M
Modera Wealth Management, LLC 0.04% Add +1.3% 19,410 $3.3M
Ballast Advisors LLC 0.91% Add +1.6% 19,407 $3.3M
Grandview Asset Management LLC 0.93% Add +23.0% 19,308 $3.3M
Kentucky Retirement Systems Insurance Trust Fund 0.22% Reduce -1.9% 19,262 $3.3M
Nations Financial Group Inc, /Ia/ 0.20% Reduce -8.4% 19,217 $3.3M
Hennion & Walsh Asset Management, Inc. 0.12% Reduce -3.1% 19,165 $3.3M
Ellerson Group Inc. 2.03% Reduce -2.0% 19,072 $3.3M
Bank Ozk 1.15% Add +9.2% 19,061 $3.3M
Bedell Frazier Investment Counselling, LLC 0.66% Add +1130.2% 18,822 $3.2M
GM Advisory Group, LLC 0.14% Reduce -27.9% 18,812 $3.2M
Alps Advisors Inc. 0.02% Add +2.3% 18,790 $3.2M
Blue Square Asset Management, LLC 1.40% Add +0.5% 18,757 $3.2M
Ausdal Financial Partners, Inc. 0.16% Add +15.7% 18,674 $3.2M
Virtu Financial LLC 0.18% New 18,671 $3.2M
Rational Advisors, Inc. 0.33% Reduce -16.4% 18,654 $3.2M
Bay Rivers Group 1.34% Add +0.0% 18,636 $3.2M
Redmond Asset Management, LLC 0.78% Reduce -1.4% 18,512 $3.2M
Cary Street Partners Financial LLC 0.08% Reduce -0.8% 18,507 $3.2M
New Hampshire Trust 0.61% Add +0.5% 18,468 $3.2M
Compound Planning, Inc. 0.10% Add +8.5% 18,390 $3.1M
King Wealth Management Group 0.39% Add +0.0% 18,315 $3.1M
Sigma Planning Corp 0.09% Add +3.5% 18,207 $3.1M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -67.5% 18,182 $3.1M
Stamos Capital Partners, L.P. 0.59% Reduce -42.4% 18,176 $3.1M
Generali Asset Management SPA SGR 0.07% Reduce -20.1% 18,112 $3.1M
Walleye Trading LLC 0.05% Reduce -50.8% 18,109 $3.1M
JBR Co Financial Management Inc 1.31% Add +2.2% 18,108 $3.1M
MASTERINVEST Kapitalanlage GmbH 0.30% Add +210.4% 18,080 $3.1M
Rossmore Private Capital 0.33% Add +16.3% 18,013 $3.1M
Tower Research Capital LLC (TRC) 0.08% Reduce -40.9% 17,932 $3.1M
Valley National Advisers Inc. 0.47% Add +0.3% 17,848 $3.0M
Wolverine Trading, LLC 0.06% Add +24.6% 17,304 $3.0M
Field & Main Bank 0.90% Reduce -0.5% 17,810 $3.0M
Intellectus Partners, LLC 0.59% Reduce -3.0% 17,760 $3.0M
Institute for Wealth Management, LLC. 0.32% Add +1.1% 17,742 $3.0M
Sierra Capital LLC 0.33% Reduce -13.6% 17,690 $3.0M
GPS Wealth Strategies Group, LLC 0.32% Add +0.1% 17,666 $3.0M
Financial Enhancement Group LLC 0.40% New 18,574 $3.0M
CGN Advisors LLC 0.25% Reduce -0.6% 17,583 $3.0M
River Street Advisors LLC 1.16% Add +4.4% 17,529 $3.0M
Tealwood Asset Management Inc. 1.21% Reduce -3.9% 17,511 $3.0M
MWA Asset Management 1.65% Add +1.1% 17,507 $3.0M
Stonegate Investment Group, LLC 0.07% Reduce -1.4% 17,486 $3.0M
Royal Capital Wealth Management, LLC 1.83% Reduce -1.1% 17,448 $3.0M
Savant Capital, LLC 0.02% Add +0.1% 17,401 $3.0M
Linden Thomas Advisory Services, LLC 0.30% Add +1.4% 17,347 $3.0M
Mesirow Financial Investment Management, Inc. 0.05% Reduce -7.3% 17,333 $3.0M
Guardian Investment Management 2.52% New 17,315 $3.0M
OneDigital Investment Advisors LLC 0.03% Add +8.1% 17,251 $2.9M
Keybank National Association 0.01% Add +4.6% 17,243 $2.9M
Ritholtz Wealth Management 0.06% Add +15.9% 17,147 $2.9M
WealthPLAN Partners, LLC 0.44% Add +4.2% 17,135 $2.9M
Ballentine Partners, LLC 0.04% Reduce -2.5% 17,103 $2.9M
Illinois Municipal Retirement Fund 0.04% Reduce -12.3% 17,085 $2.9M
Assenagon Asset Management S.A. 0.00% Reduce -4.0% 17,004 $2.9M
Moneta Group Investment Advisors LLC 0.02% Reduce -3.9% 16,986 $2.9M
XML Financial, LLC 0.24% Add +3.1% 16,929 $2.9M
Stiles Financial Services Inc 0.91% Add +7.0% 16,917 $2.9M
CenterBook Partners LP 0.14% Reduce -38.5% 16,884 $2.9M
IFC Advisors LLC 0.53% Add +0.3% 16,851 $2.9M
Orca Wealth Management, LLC 2.18% Reduce -0.3% 16,817 $2.9M
AIA Group Ltd 0.05% No change 16,772 $2.9M
South Dakota Investment Council 0.06% Reduce -9.7% 16,680 $2.9M
Means Investment Co., Inc. 0.25% Add +0.4% 16,657 $2.8M
Robeco Institutional Asset Management B.V. 0.00% Add +109.8% 16,637 $2.8M
Koa Wealth Management, LLC 2.10% Reduce -3.6% 16,545 $2.8M
Susquehanna Portfolio Strategies, LLC 0.04% New 16,488 $2.8M
Acorn Wealth Advisors, LLC 0.88% Reduce -0.3% 16,454 $2.8M
First National Bank Sioux Falls 0.87% Reduce -0.2% 16,406 $2.8M
Zevenbergen Capital Investments LLC 0.05% Reduce -0.8% 16,375 $2.8M
Canton Hathaway, LLC 0.54% No change 16,352 $2.8M
Madison Park Capital Advisors, LLC 2.28% Reduce -1.1% 16,243 $2.8M
Chickasaw Capital Management LLC 0.11% Reduce -0.0% 16,189 $2.8M
Capstone Investment Advisors, LLC 0.03% Reduce -36.7% 16,085 $2.7M
GoalVest Advisory LLC 0.58% Add +0.3% 16,029 $2.7M
Spirit of America Management Corp. 0.55% Add +1.3% 16,000 $2.7M
Fiduciary Trust Co 0.03% Reduce -31.7% 15,973 $2.7M
Marion Wealth Management 0.64% Reduce -0.1% 15,892 $2.7M
Gallagher Capital Advisors, LLC 1.56% Add +0.3% 18,625 $2.7M
Private Trust Co. NA 0.24% Reduce -1.7% 15,794 $2.7M
Udine Wealth Management, Inc. 1.29% Add +3.3% 15,763 $2.7M
Altus Wealth Group LLC 1.10% Add +1.3% 15,638 $2.7M
Citizens & Northern Corp. 0.66% Reduce -0.0% 15,602 $2.7M
Union Bancaire Privee, UBP SA 0.04% Add +30.7% 10,772 $2.7M
Coldstream Capital Management Inc. 0.04% Add +18.8% 15,544 $2.7M
Intech Investment Management LLC 0.02% Add +39.3% 15,542 $2.7M
Hills Bank & Trust Co 0.16% Add +0.7% 15,508 $2.6M
Fragasso Financial Advisors Inc 0.16% Add +216.1% 15,664 $2.6M
Harvest Investment Advisors, LLC 1.54% Add +3.0% 15,374 $2.6M
Focus Partners Advisor Solutions, LLC 0.03% Add +1229.3% 18,038 $2.6M
Taylor Financial Group, Inc. 1.50% No change 15,240 $2.6M
Avidian Wealth Enterprises, LLC 0.10% Add +0.7% 15,155 $2.6M
Norway Savings Bank 1.25% Add +2.4% 15,146 $2.6M
Fortem Financial Group, LLC 0.74% Add +8.0% 15,144 $2.6M
Savvy Advisors, Inc. 0.12% Add +23.2% 15,142 $2.6M
Klingman & Associates, LLC 0.13% Add +0.5% 15,116 $2.6M
Sit Investment Associates Inc. 0.05% No change 15,100 $2.6M
Capital City Trust Co. 0.63% Reduce -12.8% 15,093 $2.6M
Prudential PLC 0.02% No change 15,064 $2.6M
Canada Post Corp Registered Pension Plan 0.11% Add +20.8% 14,600 $2.6M
Elevatus Welath Management 0.74% New 14,976 $2.6M
HighPoint Advisor Group LLC 0.12% Reduce -9.3% 14,947 $2.6M
Mutual Advisors, LLC 0.06% Add +1.6% 16,456 $2.6M
Covenant Asset Management, LLC 0.48% Add +1.0% 14,871 $2.5M
Thoroughbred Financial Services, LLC 0.16% Add +9.4% 14,854 $2.5M
Welch & Forbes LLC 0.03% No change 14,831 $2.5M
Penbrook Management LLC 1.77% Reduce -0.7% 14,800 $2.5M
Accretive Wealth Partners, LLC 0.76% Add +1.7% 14,671 $2.5M
Insight Advisors, LLC/ PA 0.38% Reduce -0.1% 14,608 $2.5M
United Bank 0.87% Add +7.7% 14,575 $2.5M
SWP Investment Management LLC 2.44% Add +9.5% 14,552 $2.5M
Smith Salley Wealth Management 0.13% Add +16.3% 14,404 $2.5M
Uniting Wealth Partners, LLC 0.58% No change 14,356 $2.5M
Hilltop National Bank 0.60% Reduce -0.3% 14,256 $2.4M
Douglass Winthrop Advisors, LLC 0.04% Reduce -0.1% 14,225 $2.4M
Diligent Investors, LLC 0.61% Reduce -2.6% 14,220 $2.4M
King Luther Capital Management Corp. 0.01% Reduce -0.2% 14,208 $2.4M
Bridgewater Advisors Inc. 0.17% Add +0.8% 16,963 $2.4M
CENTRAL TRUST Co 0.05% Add +26.5% 14,185 $2.4M
MUFG Securities EMEA plc 0.06% Add +554.4% 14,108 $2.4M
NorthRock Partners, LLC 0.04% Add +25.3% 14,068 $2.4M
Raiffeisen Bank International AG 0.03% Add +97.8% 13,606 $2.4M
Hilltop Holdings Inc. 0.13% Add +5.4% 13,963 $2.4M
Capital Investment Advisors, LLC 0.04% Add +0.3% 13,940 $2.4M
Valeo Financial Advisors, LLC 0.05% Add +4.6% 13,901 $2.4M
Caption Management, LLC 0.14% Add +120.6% 13,900 $2.4M
Pekin Hardy Strauss, Inc. 0.24% Reduce -1.1% 13,876 $2.4M
Whalerock Point Partners, LLC 0.48% Add +1.6% 13,807 $2.4M
Opinicus Capital, Inc. 1.63% Reduce -2.1% 13,749 $2.3M
Exchange Traded Concepts, LLC 0.02% Add +733.2% 13,715 $2.3M
Harbor Advisors LLC 0.36% No change 13,700 $2.3M
Baker Avenue Asset Management, LP 0.06% Add +455.7% 13,681 $2.3M
Modern Wealth Management, LLC 0.05% Add +7.8% 13,619 $2.3M
Wealthcare Capital Partners, LLC 1.07% Add +0.7% 13,605 $2.3M
Larson Financial Group LLC 0.08% Add +4.2% 13,555 $2.3M
Quadrant Capital Group LLC 0.07% Reduce -0.3% 13,425 $2.3M
Accel Wealth Management 0.67% Reduce -2.0% 13,383 $2.3M
Bryn Mawr Trust Advisors, LLC 0.11% Add +0.0% 13,341 $2.3M
Greenleaf Trust 0.02% Add +1.0% 13,325 $2.3M
Landscape Capital Management, L.L.C. 0.14% New 13,307 $2.3M
Stenger Family Office, LLC 0.47% Add +17.4% 14,770 $2.3M
Spinnaker Trust 0.13% Add +1.1% 13,273 $2.3M
Lodestone Wealth Management LLC 1.02% Add +1.0% 13,252 $2.3M
KPP Advisory Services LLC 0.34% Add +1.3% 13,231 $2.3M
New Vernon Investment Management LLC 2.10% No change 13,201 $2.3M
Brandywine Oak Private Wealth LLC 0.20% No change 13,194 $2.3M
Kirtland Hills Capital Management, LLC 0.89% Add +27.0% 13,184 $2.3M
White Knight Strategic Wealth Advisors, LLC 1.77% Reduce -11.3% 13,136 $2.2M
Hurley Capital, LLC 1.26% Add +7.3% 13,110 $2.2M
Northside Capital Management, LLC 0.20% Reduce -55.2% 13,100 $2.2M
Dimension Capital Management LLC 0.32% No change 13,064 $2.2M
Aljian Capital Management, LLC 0.45% Add +1.1% 13,037 $2.2M
Intrepid Financial Planning Group LLC 0.85% Reduce -2.0% 13,006 $2.2M
Patrick M Sweeney & Associates, Inc. 1.42% Add +0.3% 12,897 $2.2M
Morse Asset Management, Inc 0.44% Add +28.1% 12,877 $2.2M
GC Wealth Management RIA, LLC 0.07% Add +151.3% 12,849 $2.2M
Angeles Wealth Management, LLC 0.13% Add +0.8% 12,774 $2.2M
Hollencrest Capital Management 0.08% Add +0.1% 12,707 $2.2M
Missouri Trust & Investment Co 0.64% Reduce -0.7% 12,690 $2.2M
Hall Capital Management Co. Inc. 0.85% Add +4.8% 12,628 $2.2M
Waters Parkerson & Co., LLC 0.11% Reduce -12.5% 12,628 $2.2M
DRW Securities, LLC 0.11% Add +65.0% 12,622 $2.2M
Pinnacle West Asset Management, Inc. 1.40% Reduce -10.0% 12,615 $2.2M
First United Bank & Trust 0.70% Reduce -0.9% 12,600 $2.2M
Zhang Financial LLC 0.09% Add +3.8% 12,567 $2.1M
RiverPark Advisors, LLC 1.65% Reduce -7.1% 12,562 $2.1M
Choate Investment Advisors 0.04% Reduce -14.2% 12,515 $2.1M
Baldwin Investment Management, LLC 0.24% No change 12,511 $2.1M
Davidson Kahn Capital Management, LLC 1.19% Reduce -2.2% 12,479 $2.1M
GAMMA Investing LLC 0.12% Add +13.0% 12,471 $2.1M
Orange Investment Advisors, Inc. 0.22% Add +0.1% 12,435 $2.1M
Plato Investment Management Ltd 0.14% Add +88.3% 12,530 $2.1M
Brave Asset Management Inc. 0.52% No change 12,419 $2.1M
Wilmington Savings Fund Society, FSB 0.05% Reduce -47.7% 12,391 $2.1M
Smith, Moore & Co. 0.16% Reduce -5.8% 12,348 $2.1M
Arete Wealth Advisors, LLC 0.13% Reduce -4.2% 12,297 $2.1M
Diversified Trust Co. 0.04% Add +13.5% 12,266 $2.1M
Nicolet Advisory Services, LLC 0.16% Add +0.5% 12,639 $2.1M
Sandy Cove Advisors, LLC 0.67% Add +1.1% 12,178 $2.1M
Level Four Advisory Services, LLC 0.07% Add +32.4% 12,142 $2.1M
Xcel Wealth Management, LLC 0.55% No change 12,112 $2.1M
Verity & Verity, LLC 0.17% No change 12,085 $2.1M
Bulltick Wealth Management, LLC 0.49% Reduce -4.0% 12,069 $2.1M
Moseley Investment Management Inc. 0.63% Add +1.0% 12,047 $2.1M
Pittenger & Anderson Inc. 0.08% Add +10.2% 12,044 $2.1M
Sandbox Financial Partners, LLC 0.59% Reduce -0.4% 11,999 $2.0M
Investors Asset Management of Georgia Inc. /Ga/ 0.87% Add +2.5% 11,983 $2.0M
Key Financial Inc 0.38% Add +0.2% 12,135 $2.0M
Westside Investment Management, Inc. 0.32% Add +1.2% 11,899 $2.0M
PKS Advisory Services, LLC 0.47% Reduce -5.6% 11,778 $2.0M
Dearborn Partners LLC 0.09% Reduce -13.5% 11,677 $2.0M
Fulton Bank, N.A. 0.07% Add +2.6% 11,673 $2.0M
Gateway Investment Advisers LLC 0.02% Reduce -5.7% 11,667 $2.0M
Crescent Grove Advisors, LLC 0.19% Reduce -0.2% 11,654 $2.0M
Mitchell & Pahl Private Wealth, LLC 0.83% Reduce -8.8% 11,607 $2.0M
Avity Investment Management Inc. 0.14% No change 11,585 $2.0M
Augustine Asset Management Inc. 0.40% Add +0.6% 11,583 $2.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Add +1118.2% 12,657 $2.0M
Envestnet Portfolio Solutions, Inc. 0.01% Add +3.4% 11,399 $1.9M
Matrix Private Capital Group LLC 1.03% Reduce -0.1% 11,395 $1.9M
WoodTrust Financial Corp 0.23% No change 11,350 $1.9M
Capital Group Investment Management Pte. LTD. 0.32% Reduce -4.0% 11,280 $1.9M
Capital Group Private Client Services, Inc. 0.03% Reduce -79.5% 11,248 $1.9M
Clarius Group, LLC 0.11% Reduce -22.4% 11,246 $1.9M
Sagespring Wealth Partners, LLC 0.04% Add +11.4% 11,195 $1.9M
Tema ETFs LLC 0.16% New 11,130 $1.9M
Prosperity Consulting Group, LLC 0.09% Reduce -1.7% 11,106 $1.9M
Sfmg, LLC 0.13% Add +0.4% 11,062 $1.9M
Ar Asset Management Inc. 0.40% No change 11,000 $1.9M
Apella Capital, LLC 0.04% Add +0.9% 11,887 $1.9M
Aspen Grove Capital, LLC 0.32% Add +0.3% 10,963 $1.9M
Parcion Private Wealth LLC 0.12% Reduce -1.2% 10,865 $1.9M
Sage Mountain Advisors LLC 0.11% Add +87.0% 10,855 $1.9M
Morningstar Investment Management LLC 0.07% New 10,837 $1.9M
Verition Fund Management LLC 0.01% Add +17.2% 10,810 $1.8M
Walter & Keenan Wealth Management LLC /in/ 0.51% Add +0.5% 10,802 $1.8M
Cooper Financial Group 0.20% Add +49.0% 10,749 $1.8M
Jacobi Capital Management LLC 0.11% Add +4.4% 10,669 $1.8M
Seelaus Asset Management LLC 1.47% Reduce -0.5% 10,655 $1.8M
Sowell Financial Services LLC 0.07% Reduce -1.1% 10,651 $1.8M
Kathmere Capital Management, LLC 0.13% Add +9.8% 10,618 $1.8M
Ellevest, Inc. 0.26% Reduce -4.4% 10,518 $1.8M
Waterfront Wealth Inc. 0.36% No change 11,000 $1.8M
Connecticut Wealth Management, LLC 0.08% New 10,417 $1.8M
LMG Wealth Partners, LLC 0.33% Add +0.9% 10,400 $1.8M
Meketa Investment Group Inc. 5.76% Reduce -2.2% 10,267 $1.8M
Mather Group, Llc. 0.02% Add +1.7% 10,209 $1.7M
Old North State Trust, LLC 1.06% Add +4.7% 10,169 $1.7M
Truvestments Capital LLC 0.31% Add +3.0% 10,147 $1.7M
Country Club Bank 0.10% Reduce -1.2% 9,836 $1.7M
Curated Wealth Partners LLC 0.21% Reduce -2.1% 10,083 $1.7M
Godshalk Welsh Capital Management, Inc. 0.99% Reduce -0.3% 10,070 $1.7M
Cornerstone National Bank & Trust Co 0.70% Add +0.8% 10,069 $1.7M
Donald L. Hagan, LLC 0.84% No change 10,000 $1.7M
Cobalt Capital Management, Inc. 0.79% New 10,000 $1.7M
Shay Capital LLC 0.31% Add +66.7% 10,000 $1.7M
Laird Norton Wetherby Wealth Management, LLC 0.07% Reduce -8.0% 9,975 $1.7M
Voleon Capital Management LP 0.04% Add +77.3% 9,965 $1.7M
Central Pacific Bank - Trust Division 0.21% Add +42.5% 9,953 $1.7M
Eastern Bank 0.03% Reduce -0.5% 9,946 $1.7M
RDA Financial Network 0.42% Reduce -0.3% 9,939 $1.7M
Quest Investment Management LLC 0.18% Reduce -1.9% 9,864 $1.7M
Anb Bank 0.68% Add +8.9% 9,832 $1.7M
FRG Family Wealth Advisors LLC 0.27% Add +0.0% 9,817 $1.7M
Profund Advisors LLC 0.05% Add +19.3% 9,734 $1.7M
Cravens & Co Advisors, LLC 1.13% Reduce -0.6% 9,669 $1.7M
First National Trust Co 0.06% Add +24.6% 9,660 $1.7M
L.M. Kohn & Company 1.98% Reduce -25.5% 9,630 $1.6M
Carson Advisory Inc. 0.89% Reduce -1.6% 9,626 $1.6M
Harmony Asset Management LLC 0.57% No change 9,612 $1.6M
Aptus Capital Advisors, LLC 0.01% Add +4.9% 9,545 $1.6M
LBMC Investment Advisors, LLC 0.10% Reduce -1.7% 9,493 $1.6M
Comprehensive Money Management Services LLC 1.15% Reduce -0.2% 9,490 $1.6M
Cantor Fitzgerald Investment Advisors L.P. 0.11% No change 9,489 $1.6M
Triumph Capital Management 0.43% Reduce -3.7% 9,426 $1.6M
Lederer & Associates Investment Counsel 1.04% Reduce -6.3% 9,405 $1.6M
TBH Global Asset Management, LLC 0.31% No change 9,404 $1.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.19% Add +1.7% 9,390 $1.6M
Davis Investment Partners, LLC 0.55% Add +0.0% 9,541 $1.6M
Belpointe Asset Management LLC 0.06% Add +31.6% 9,362 $1.6M
GLOBALT Investments LLC / GA 0.06% New 9,357 $1.6M
Global Wealth Management Investment Advisory, Inc. 0.27% Add +4.2% 9,337 $1.6M
Rockland Trust Co. 0.07% Add +339.0% 9,329 $1.6M
CenterStar Asset Management, LLC 3.03% New 9,322 $1.6M
Freestone Capital Holdings, LLC 0.05% Add +35.5% 9,312 $1.6M
Samjo Management, LLC 0.60% No change 9,200 $1.6M
Kingswood Wealth Advisors, LLC 0.10% Reduce -0.2% 9,191 $1.6M
TFB Advisors LLC 0.46% Reduce -0.7% 9,545 $1.6M
Cornercap Investment Counsel Inc. 0.78% New 9,136 $1.6M
Harbour Investments, Inc. 0.04% Add +24.0% 9,125 $1.6M
OMC Financial Services LTD 0.58% Reduce -0.5% 9,105 $1.6M
Bailard, Inc. 0.03% Add +11.5% 9,065 $1.5M
IHT Wealth Management, LLC 0.04% Reduce -4.1% 9,112 $1.5M
MYDA Advisors LLC 0.47% New 9,000 $1.5M
Cookson Peirce & Co. Inc. 0.06% Add +17.5% 9,000 $1.5M
Beacon Investment Advisory Services, Inc. 0.06% Reduce -4.5% 8,953 $1.5M
Vaughan David Investments LLC 0.03% Add +15.6% 8,948 $1.5M
Boltwood Capital Management 0.41% Add +0.2% 8,944 $1.5M
Anchor Investment Management, LLC 0.13% No change 8,860 $1.5M
Tred Avon Family Wealth, LLC 0.52% — 8,846 $1.5M
Fox Run Management, L.L.C. 0.24% Reduce -0.8% 8,839 $1.5M
AdvisorNet Financial, Inc 0.09% Add +4.7% 8,836 $1.5M
E&G Advisors, LLC 0.35% Reduce -2.7% 8,882 $1.5M
Pictet North America Advisors SA 0.14% No change 8,800 $1.5M
Reliant Investment Partners, LLC 1.18% Add +67.5% 8,913 $1.5M
Beta Wealth Group, Inc. 0.59% Reduce -74.8% 8,786 $1.5M
Virginia Wealth Management Group, Inc. 0.86% Reduce -0.5% 8,776 $1.5M
Lebenthal Global Advisors, LLC 0.26% Add +7.3% 8,758 $1.5M
RiverFront Investment Group, LLC 0.03% Reduce -0.6% 8,732 $1.5M
Jmac Enterprises LLC 0.29% Add +8.8% 8,700 $1.5M
McElhenny Sheffield Capital Management, LLC 0.35% Add +2.1% 8,697 $1.5M
Forum Financial Management, LP 0.02% Add +21.2% 8,694 $1.5M
Apexium Financial, LP 0.07% Add +1.7% 8,678 $1.5M
Rwa Wealth Partners, LLC 0.02% Reduce -15.3% 8,668 $1.5M
Fifth Third Wealth Advisors LLC 0.05% Add +3.1% 8,649 $1.5M
Sax Wealth Advisors, LLC 0.08% Add +5.4% 8,640 $1.5M
Ariston Services Group 0.89% No change 8,606 $1.5M
Heritage Investors Management Corp. 0.04% Reduce -5.8% 8,566 $1.5M
Carnegie Lake Advisors LLC 0.56% No change 8,555 $1.5M
Gratus Wealth Advisors, LLC 0.20% Reduce -0.5% 8,516 $1.5M
Brighton Jones LLC 0.03% Add +8.9% 8,488 $1.5M
Edmond DE Rothschild Holding S.A. 0.02% Reduce -12.8% 8,488 $1.5M
Robertson Stephens Wealth Management, LLC 0.04% Add +18.1% 8,468 $1.4M
Tectonic Advisors LLC 0.08% Add +0.6% 8,401 $1.4M
Horizon Kinetics Asset Management LLC 0.02% Reduce -72.0% 8,389 $1.4M
Riverpark Capital Management LLC 2.59% Reduce -14.9% 8,387 $1.4M
Mission Wealth Management, LP 0.03% Reduce -1.2% 8,372 $1.4M
VCI Wealth Management LLC 0.43% Reduce -13.7% 8,371 $1.4M
Harvest Fund Management Co., Ltd 0.06% Add +205.4% 8,365 $1.4M
CHICAGO TRUST Co NA 0.20% Add +8.2% 8,352 $1.4M
MIdWestOne Financial Group, Inc. 0.17% Add +0.8% 8,335 $1.4M
Brown Miller Wealth Management, LLC 0.40% Add +3.3% 8,319 $1.4M
Trust Asset Management LLC 0.10% No change 8,316 $1.4M
AlphaCore Capital LLC 0.05% Add +17.1% 8,304 $1.4M
Meridian Wealth Advisors, LLC 0.20% Add +9.8% 8,280 $1.4M
RW Investment Management LLC 0.15% No change 8,250 $1.4M
Tradition Wealth Management, LLC 0.10% Reduce -7.8% 8,215 $1.4M
MBM Wealth Consultants, LLC 0.35% Add +6.6% 8,209 $1.4M
Leonteq Securities AG 0.07% Reduce -29.5% 8,150 $1.4M
Caisse Des Depots Et Consignations 0.06% New 8,116 $1.4M
Haverford Trust Co 0.01% Reduce -5.0% 8,102 $1.4M
Trust Investment Advisors 0.77% Add +3.0% 8,065 $1.4M
Heirloom Wealth Management 0.33% Reduce -5.7% 8,036 $1.4M
Mayflower Financial Advisors, LLC 0.17% Reduce -1.4% 8,008 $1.4M
TruWealth Advisors, LLC 0.07% Add +6.2% 8,004 $1.4M
Azimuth Capital Investment Management LLC 0.05% Add +3.9% 8,002 $1.4M
Capital Management Associates 2.04% No change 8,000 $1.4M
Wedmont Private Capital 0.05% Add +5.0% 8,239 $1.4M
Perbak Capital Partners LLP 0.24% Add +39.6% 7,933 $1.4M
Nicolet Bankshares Inc. 0.22% Add +8.3% 7,917 $1.4M
SageView Advisory Group, LLC 0.05% Add +11.5% 7,907 $1.4M
Portfolio Design Labs, LLC 0.23% New 7,904 $1.4M
17 Capital Partners, LLC 0.73% Add +0.1% 7,901 $1.3M
Lowe Brockenbrough & Co. Inc. 0.07% No change 7,811 $1.3M
Latash Investments, LLC 0.97% No change 7,774 $1.3M
Investment Partners Asset Management, Inc. 0.87% Reduce -0.8% 7,769 $1.3M
San Luis Wealth Advisors LLC 0.24% Add +4.5% 7,761 $1.3M
Fisher Asset Management 0.00% Add +48.1% 7,755 $1.3M
Pennsylvania Capital Management Inc. 0.39% Reduce -4.2% 7,739 $1.3M
Signature Estate & Investment Advisors LLC 0.03% Add +3.6% 7,730 $1.3M
Sound View Wealth Advisors Group, LLC 0.09% Reduce -4.1% 7,704 $1.3M
Alpha Cubed Investments, LLC 0.05% Reduce -6.3% 7,701 $1.3M
Benchmark Financial Wealth Advisors, LLC 0.39% Add +0.9% 7,679 $1.3M
Capital Analysts, LLC 0.04% Add +6.1% 7,666 $1.3M
Advisory Resource Group 0.23% Add +0.3% 7,654 $1.3M
Curi Capital, LLC 0.02% Add +3.9% 7,652 $1.3M
EPG Wealth Management LLC 0.36% Add +6.9% 7,607 $1.3M
SeaCrest Wealth Management, LLC 0.14% Reduce -8.1% 7,981 $1.3M
Renaissance Investment Group LLC 0.26% No change 7,580 $1.3M
Strategic Blueprint, LLC 0.06% Add +10.2% 7,558 $1.3M
Verdence Capital Advisors LLC 0.07% Reduce -0.2% 8,378 $1.3M
Brian Low Financial Group, LLC 1.00% Add +23.6% 7,535 $1.3M
Glen Eagle Advisors, LLC 0.18% Add +131.1% 7,526 $1.3M
Bellwether Advisors, LLC 0.21% Add +561.6% 7,523 $1.3M
Alteri Wealth LLC 0.44% Add +0.2% 7,509 $1.3M
Fjell Capital, LLC 1.13% Reduce -1.4% 7,502 $1.3M
Walker Asset Management, LLC 0.72% Add +0.6% 7,489 $1.3M
Fortress Private Ledger, LLC 0.46% Add +5.8% 7,463 $1.3M
Segment Wealth Management, LLC 0.08% Reduce -43.6% 7,425 $1.3M
Beaumont Asset Management, L.L.C. 0.64% Add +1.1% 7,414 $1.3M
Absolute Capital Management, LLC 0.54% No change 7,407 $1.3M
TOWER TRUST & INVESTMENT Co 0.85% Reduce -2.4% 7,402 $1.3M
WESPAC Advisors SoCal, LLC 0.26% Reduce -5.3% 7,383 $1.3M
Stonegate Management LLC 0.84% — 7,382 $1.3M
Dynamic Advisor Solutions LLC 0.04% Add +3.6% 7,378 $1.3M
SVB Wealth LLC 0.07% Reduce -1.7% 7,308 $1.2M
Quantbot Technologies LP 0.03% Reduce -96.2% 7,293 $1.2M
FIL Ltd 0.00% Reduce -5.3% 7,253 $1.2M
PGIM Custom Harvest LLC 0.02% Add +4.5% 7,243 $1.2M
Invst, LLC 0.14% Reduce -10.0% 7,236 $1.2M
Nwam LLC 0.07% Add +0.5% 7,694 $1.2M
Element Wealth, LLC 0.54% Add +0.1% 7,222 $1.2M
Sippican Capital Advisors 0.82% No change 7,219 $1.2M
Naviter Wealth, LLC 0.14% Reduce -1.3% 7,215 $1.2M
Worth Asset Management, LLC 0.55% New 7,204 $1.2M
Flputnam Investment Management Co. 0.02% Add +57.6% 7,203 $1.2M
Elevation Point Wealth Partners, LLC 0.09% Add +28.2% 7,181 $1.2M
Investor's Fiduciary Advisor Network, LLC 0.41% Reduce -3.5% 7,164 $1.2M
Premier Path Wealth Partners, LLC 0.16% Add +9.5% 7,158 $1.2M
LM Advisors LLC 0.18% Reduce -9.5% 7,150 $1.2M
Cigna Investments Inc. 0.17% Reduce -0.8% 7,123 $1.2M
Intrua Financial, LLC 0.14% Reduce -9.4% 7,100 $1.2M
Cladis Investment Advisory, LLC 0.68% No change 7,000 $1.2M
Westover Capital Advisors, LLC 0.22% No change 6,996 $1.2M
Davis R M Inc. 0.02% No change 6,993 $1.2M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -7.3% 6,988 $1.2M
Ameritas Investment Partners, Inc. 0.04% Reduce -2.4% 6,919 $1.2M
Linscomb Wealth, Inc. 0.05% Reduce -0.3% 6,831 $1.2M
First Pacific Financial 0.16% Reduce -2.7% 6,784 $1.2M
AE Wealth Management LLC 0.01% Add +17.8% 6,780 $1.2M
Csenge Advisory Group 0.06% Add +20.7% 6,772 $1.2M
Strategic Advisors LLC 0.19% Add +1.1% 6,762 $1.2M
Curbstone Financial Management Corp 0.22% Reduce -0.7% 6,758 $1.2M
Schmidt P J Investment Management Inc. 0.19% Add +1.2% 6,731 $1.1M
Marest Capital, LLC 0.70% New 6,730 $1.1M
Empire Financial Management Company, LLC 0.26% Add +17.5% 6,717 $1.1M
Franklin Street Advisors Inc. 0.07% Add +9.6% 6,705 $1.1M
Busey Bank 0.03% Add +30.5% 6,691 $1.1M
Pallas Capital Advisors LLC 0.04% Add +0.7% 6,676 $1.1M
Powell Investment Advisors, LLC 0.40% Add +1.2% 6,622 $1.1M
Richards, Merrill & Peterson, Inc. 0.49% Add +7.3% 6,620 $1.1M
Guerra Advisors Inc 0.42% Add +30.9% 6,619 $1.1M
Ameritas Advisory Services, LLC 0.07% Add +82.0% 6,608 $1.1M
Crewe Advisors LLC 0.11% Add +16.1% 6,599 $1.1M
Steinberganna Wealth Management 0.53% — 6,582 $1.1M
Purus Wealth Management, LLC 0.36% Reduce -0.3% 6,579 $1.1M
Element Pointe Advisors, LLC 0.24% No change 6,576 $1.1M
Earned Wealth Advisors, LLC 0.18% Add +110.2% 6,565 $1.1M
Calamos Wealth Management LLC 0.04% Add +98.4% 6,562 $1.1M
HCR Wealth Advisors 0.12% Add +13.1% 6,707 $1.1M
Jeppson Wealth Management, LLC 0.35% Reduce -0.6% 6,509 $1.1M
Aviance Capital Partners, LLC 0.13% Reduce -41.5% 6,492 $1.1M
LCNB Corp. 0.39% Reduce -2.3% 6,468 $1.1M
Moneco Advisors, LLC 0.09% Reduce -1.7% 6,468 $1.1M
Jackson Square Capital, LLC 0.24% Reduce -21.9% 6,439 $1.1M
Meadowbrook Wealth Management, LLC 1.15% — 6,435 $1.1M
First Dallas Securities Inc. 0.41% No change 6,410 $1.1M
Cullinan Associates Inc. 0.07% Add +10.5% 6,410 $1.1M
Gilman Hill Asset Management, LLC 0.17% Add +11.7% 6,389 $1.1M
Per Stirling Capital Management, LLC. 0.13% Add +0.3% 6,362 $1.1M
NCM Capital Management, LLC 0.42% Reduce -5.9% 6,348 $1.1M
Clear Creek Financial Management, LLC 0.09% Reduce -3.5% 6,345 $1.1M
Sage Rhino Capital LLC 0.21% Reduce -21.1% 6,342 $1.1M
BSW Wealth Partners 0.13% Add +4.1% 6,327 $1.1M
Tocqueville Asset Management L.P. 0.02% Add +9.6% 6,325 $1.1M
Banque Cantonale Vaudoise 0.04% Add +15.2% 6,299 $1.1M
Avestar Capital, LLC 0.08% Reduce -6.4% 6,263 $1.1M
Trust Co. of Vermont 0.05% Add +161.7% 6,250 $1.1M
Win Advisors, Inc. 0.52% New 6,243 $1.1M
Legacy Advisors, LLC 0.13% — 6,214 $1.1M
Cordgrass Capital Advisors, LLC 0.26% Add +1.5% 6,192 $1.1M
Mark Sheptoff Financial Planning, LLC 0.50% No change 6,175 $1.1M
Pin Oak Investment Advisors Inc. 0.75% Add +3572.0% 6,169 $1.1M
Lewis Asset Management, LLC 0.43% Add +3.0% 6,145 $1.0M
Waterway Wealth Management, LLC 0.25% New 6,140 $1.0M
First PREMIER Bank 0.24% No change 6,119 $1.0M
Ransom Advisory, Ltd 0.47% Reduce -0.1% 6,113 $1.0M
Newman Dignan & Sheerar, Inc. 0.23% Reduce -1.5% 6,106 $1.0M
YHB Investment Advisors, Inc. 0.08% Add +12.2% 6,084 $1.0M
M3 Advisory Group, LLC 0.65% Add +1.9% 6,082 $1.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -19.6% 6,062 $1.0M
Redhawk Wealth Advisors, Inc. 0.12% Add +1.4% 6,060 $1.0M
Accurate Wealth Management, LLC 0.14% Reduce -10.6% 6,295 $1.0M
NTV Asset Management LLC 0.11% Add +1.7% 6,027 $1.0M
Geneos Wealth Management Inc. 0.03% Reduce -4.8% 6,012 $1.0M
Stevens Capital Management LP 0.14% New 6,009 $1.0M
Tyche Wealth Partners LLC 0.18% Add +0.1% 6,005 $1.0M
Supplemental Annuity Collective Trust of NJ 0.27% No change 6,000 $1.0M
LRI Investments, LLC 0.08% Reduce -10.7% 5,981 $1.0M
Gladstone Institutional Advisory LLC 0.04% Reduce -2.0% 5,966 $1.0M
Ameriflex Group, Inc. 0.38% Add +67.7% 5,955 $1.0M
Shelton Capital Management 0.02% Reduce -22.3% 5,954 $1.0M
Chapin Davis, Inc. 0.25% Reduce -5.0% 5,939 $1.0M
Global Assets Advisory, LLC 0.30% Add +26.4% 5,936 $1.0M
Prentice Wealth Management LLC 0.25% Add +2.3% 5,897 $1.0M
Marino, Stram & Associates LLC 0.18% Add +79.9% 5,884 $1.0M
Quadrant Private Wealth Management, LLC 0.18% Add +3.5% 5,866 $1.0M
Revolve Wealth Partners, LLC 0.12% Reduce -3.7% 5,844 $998K
Aviso Wealth Management 0.44% Reduce -0.5% 5,842 $998K
Old Port Advisors 0.25% Add +0.2% 5,793 $990K
Bienville Capital Management, LLC 0.19% Add +0.0% 5,784 $988K
Twin Capital Management Inc. 0.12% New 5,777 $987K
Commerzbank Aktiengesellschaft 0.02% No change 5,764 $985K
DF Dent & Co. Inc. 0.01% Reduce -8.3% 5,764 $985K
Kensington Investment Counsel, LLC 0.40% No change 5,753 $983K
CV Advisors LLC 0.27% New 5,749 $982K
Cassaday & Co Wealth Management LLC 0.02% Add +0.1% 5,745 $982K
Wbi Investments, LLC 0.25% Add +13.1% 5,673 $969K
Herold Advisors, Inc. 0.22% Add +9.8% 5,612 $959K
Bartlett & Co. Wealth Management LLC 0.01% Add +26.3% 5,612 $959K
PBMares Wealth Management LLC 0.15% No change 5,596 $956K
Weiss Asset Management LP 0.02% New 5,544 $947K
Heartland Bank & Trust Co 0.39% Reduce -0.3% 5,527 $944K
Lokken Investment Group LLC 0.32% Add +0.0% 5,516 $942K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +9.2% 5,502 $940K
IAM Advisory, LLC 0.21% Add +0.6% 5,499 $939K
Coordinated Financial Services, Inc. 0.61% Reduce -4.2% 5,488 $938K
Seamount Financial Group Inc. 0.44% Reduce -0.1% 5,472 $935K
Wills Financial Group LLC 0.38% Add +1.0% 5,458 $932K
Empirical Finance, LLC 0.04% Add +5.0% 5,438 $929K
Nicholas Wealth, LLC. 0.68% Add +22.9% 5,423 $927K
Mosaic Financial Group, LLC 0.66% Add +0.1% 5,422 $926K
Westmount Partners, LLC 0.24% Add +1.1% 5,504 $925K
Salem Investment Counselors Inc. 0.03% Add +7.1% 5,409 $924K
CNB Bank 0.39% Add +14.0% 5,408 $924K
IFP Advisors, Inc 0.02% Reduce -25.3% 5,400 $923K
Jump Financial, LLC 0.01% Reduce -21.4% 5,382 $920K
Minot DeBlois Advisors LLC 0.83% Reduce -3.0% 5,381 $919K
Visionary Wealth Advisors 0.04% Add +4.4% 5,365 $917K
Friedenthal Financial 0.47% New 5,353 $915K
Montecito Bank & Trust 0.14% — 5,351 $914K
Norden Group LLC 0.09% Add +4.6% 5,329 $910K
Avalon Capital Management 0.22% No change 5,320 $909K
Ironsides Asset Advisors, LLC 0.23% No change 5,300 $906K
Gables Capital Management Inc. 0.39% Add +0.7% 5,290 $904K
Roble, Belko & Company, Inc 0.12% Reduce -3.3% 5,287 $903K
Gilliland Jeter Wealth Management LLC 0.28% Reduce -0.6% 5,281 $902K
QTR Family Wealth, LLC 0.43% Add +23.1% 5,258 $898K
Broyhill Asset Management, LLC 0.79% No change 5,256 $898K
Quad-Cities Investment Group, LLC 0.38% No change 5,251 $897K
McDonald Partners LLC 0.27% Reduce -1.4% 5,226 $893K
Regal Investment Advisors LLC 0.06% Add +6.6% 5,205 $889K
1620 Investment Advisors, Inc. 0.61% Reduce -0.7% 5,202 $889K
Cullen Investment Group, LTD. 0.12% Reduce -10.3% 5,257 $886K
WealthTrust Axiom LLC 0.24% Add +10.7% 5,183 $886K
Smithfield Trust Co 0.04% No change 5,165 $882K
Arthur M. Cohen & Associates, LLC 0.15% Reduce -2.1% 5,159 $881K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% Reduce -3.7% 5,162 $881K
Aprio Wealth Management, LLC 0.09% Add +6.1% 5,154 $881K
Samalin Investment Counsel, LLC 0.30% Add +0.9% 5,150 $880K
American National Bank & Trust 0.09% Reduce -39.5% 5,150 $880K
Viawealth, LLC 0.48% Add +2.5% 5,127 $876K
Journey Strategic Wealth LLC 0.02% Add +1.1% 5,126 $876K
Banco Santander, S.A. 0.01% Reduce -40.6% 5,125 $876K
Symphony Financial, Ltd. Co. 0.11% Add +187.1% 5,164 $875K
Thoma Capital Management LLC 0.50% Add +2.2% 5,111 $873K
OMNI 360 Wealth, Inc. 0.49% No change 5,107 $873K
HBK Sorce Advisory LLC 0.02% Reduce -0.5% 5,316 $871K
Willner & Heller, LLC 0.67% Reduce -0.1% 5,080 $868K
Signet Investment Advisory Group, Inc. 0.42% New 5,074 $867K
Howard Capital Management, LLC 0.01% Add +3.1% 5,070 $866K
Southland Equity Partners LLC 0.17% Reduce -1.0% 5,062 $865K
Sweeney & Michel, LLC 0.29% Reduce -12.5% 5,611 $863K
S-Bank Fund Management Ltd 0.11% Reduce -1.3% 5,034 $860K
Sheets Smith Wealth Management 0.10% Reduce -30.9% 5,024 $858K
Kennebec Savings Bank 0.78% Add +3.1% 5,022 $858K
Garden State Investment Advisory Services LLC 0.22% Add +10.4% 4,982 $851K
Bar Harbor Wealth Management 0.05% Reduce -5.4% 4,974 $850K
Chemistry Wealth Management LLC 0.16% Add +8.5% 4,969 $849K
Clifford Swan Investment Counsel LLC 0.03% Reduce -0.8% 4,969 $849K
McKinley Carter Wealth Services, Inc. 0.04% Add +0.1% 4,954 $846K
LexAurum Advisors, LLC 0.12% Reduce -0.2% 4,950 $846K
Arcus Capital Partners, LLC 0.37% Add +0.1% 4,942 $844K
LOM Asset Management Ltd 0.26% Reduce -5.6% 4,915 $840K
Keel Point, LLC 0.05% Reduce -3.1% 4,895 $836K
Guinness Asset Management LTD 0.01% Add +1.1% 4,748 $836K
Aspetuck Financial Management LLC 0.57% Add +7.2% 4,895 $836K
Syon Capital LLC 0.04% Add +35.3% 4,865 $831K
Pure Financial Advisors, LLC 0.01% Add +10.5% 4,852 $829K
Ullmann Wealth Partners Group, LLC 0.09% Add +2.5% 4,851 $829K
Van Cleef Asset Management,Inc 0.08% No change 4,850 $829K
Ashton Thomas Securities, LLC 0.12% Add +23.0% 4,846 $828K
Sapient Capital LLC 0.01% Add +8.6% 4,679 $824K
Focus Financial Network, Inc. 0.03% Reduce -7.8% 4,817 $823K
Octavia Wealth Advisors, LLC 0.08% Reduce -3.0% 4,814 $822K
Mission Creek Capital Partners, Inc. 0.16% Add +1.8% 4,784 $817K
TRUE Private Wealth Advisors 0.08% No change 4,754 $812K
Birinyi Associates Inc. 0.21% Add +0.2% 4,744 $811K
Continuum Advisory, LLC 0.09% Add +1.3% 4,737 $809K
Sone Capital Management, LLC 0.07% Reduce -49.2% 4,723 $807K
Lakeshore Capital Group, Inc. 0.65% Add +1.8% 4,718 $806K
Alan B Lancz & Associates, Inc. 0.73% No change 4,700 $803K
Advisory Research Inc. 0.10% No change 4,667 $797K
Western Financial Corp 0.34% Reduce -0.9% 4,629 $791K
10Elms LLP 0.82% No change 4,614 $788K
Verus Capital Partners, LLC 0.06% Reduce -3.4% 4,613 $788K
Wealth Alliance, LLC 0.08% Reduce -0.2% 4,595 $785K
Courier Capital LLC 0.04% Add +0.0% 4,586 $784K
Next Capital Management LLC 0.26% Add +0.3% 4,539 $776K
First County Bank 0.40% Add +1.9% 4,537 $775K
Dale Q Rice Investment Management Ltd 0.54% No change 4,787 $769K
Financial Partners Group, Inc 0.10% Add +3.9% 4,483 $766K
Fairscale Capital, LLC 0.53% No change 4,478 $765K
VestGen Advisors, LLC 0.03% New 4,473 $764K
Kozak & Associates, Inc. 0.15% Add +1.5% 5,506 $762K
Regatta Capital Group, LLC 0.12% Reduce -2.0% 4,456 $761K
Gridiron Partners, LLC 0.43% Add +4047.8% 184,745 $761K
Kovack Advisors, Inc. 0.07% Reduce -5.2% 4,453 $761K
First American Trust, FSB 0.06% Add +0.6% 4,443 $759K
Paragon Private Wealth Management, LLC 0.25% Add +19.9% 4,440 $759K
Ferguson Wellman Capital Management, Inc. 0.01% Add +10.2% 4,426 $756K
MSH Capital Advisors LLC 0.20% Add +0.3% 4,400 $752K
Annex Advisory Services, LLC 0.02% Add +0.2% 4,393 $750K
Gradient Capital Advisors, LLC 0.20% Add +0.2% 4,390 $750K
Evoke Wealth, LLC 0.02% Add +68.0% 4,387 $750K
YANKCOM Partnership 0.34% Add +1.2% 4,382 $749K
Personal Cfo Solutions, LLC 0.13% Reduce -9.3% 4,377 $748K
Riverview Capital Advisers, LLC 0.22% Reduce -6.3% 4,375 $747K
HHM Wealth Advisors, LLC 0.09% Reduce -3.9% 4,356 $744K
Trueblood Wealth Management, LLC 0.29% Add +3.6% 4,355 $744K
Logan Capital Management Inc. 0.03% Add +5.5% 4,352 $744K
Congress Park Capital LLC 0.23% Reduce -9.4% 4,350 $743K
Kohmann Bosshard Financial Services, LLC 0.08% No change 4,343 $742K
Panagora Asset Management Inc. 0.00% Reduce -43.5% 4,333 $740K
TD Private Client Wealth LLC 0.02% Add +1.3% 4,318 $738K
Perennial Investment Advisors, LLC 0.06% Add +7.5% 4,312 $737K
Qtron Investments LLC 0.09% Reduce -6.1% 4,311 $737K
Everpar Advisors LLC 0.29% Reduce -0.3% 4,307 $736K
KMG Fiduciary Partners, LLC 0.05% Add +0.7% 4,306 $736K
Financial Engines Advisors L.L.C. 0.00% Add +3.6% 4,292 $733K
Financiere des Professionnels - Fonds d'investissement inc. 0.04% Add +304.7% 4,282 $732K
Disciplined Investors, L.L.C. 0.52% Reduce -6.0% 4,277 $731K
Lanark Financial, Inc. 0.06% Add +6.4% 4,267 $729K
Heritage Wealth Advisors 0.03% No change 4,248 $726K
Procyon Advisors, LLC 0.04% Add +21.8% 4,228 $722K
JFS Wealth Advisors, LLC 0.04% Reduce -23.4% 4,199 $717K
Checchi Capital Advisers, LLC 0.05% Reduce -10.0% 4,192 $716K
Partners Capital Investment Group, LLP 0.03% Add +0.1% 4,181 $714K
LVW Advisors, LLC 0.07% Add +10.4% 4,179 $714K
GTS Securities LLC 0.03% Add +43.6% 4,171 $713K
Retireful, LLC 0.69% New 4,159 $711K
Wimmer Associates 1, LLC 0.34% No change 4,143 $708K
Cary Street Partners Investment Advisory LLC 0.30% Add +3.5% 4,141 $707K
Mayfair Advisory Group, LLC 0.30% No change 4,116 $703K
Forbes J M & Co. LLP 0.06% Add +0.0% 4,109 $702K
Smartleaf Asset Management LLC 0.04% Add +83.4% 3,965 $699K
Legacy Edge Advisors, LLC 0.08% Add +21.6% 4,076 $696K
Activest Wealth Management 0.14% Add +2.2% 4,050 $692K
Excalibur Management Corp. 0.25% Reduce -13.9% 4,033 $689K
Cornerstone Advisory, LLC 0.07% Reduce -1.7% 4,019 $687K
Hodges Capital Management Inc. 0.06% No change 4,010 $685K
Saiph Capital, LLC 0.25% Add +0.1% 4,002 $684K
Onyx Bridge Wealth Group LLC 0.07% Add +3.0% 3,994 $682K
Soltis Investment Advisors LLC 0.05% Add +9.2% 3,989 $682K
TCI Wealth Advisors, Inc. 0.04% Add +0.5% 3,983 $680K
Erste Asset Management GmbH 0.01% Reduce -89.2% 3,848 $678K
Oak Hill Wealth Advisors, LLC 0.13% Reduce -10.7% 3,948 $675K
Elmwood Wealth Management, Inc. 0.24% Add +7.4% 3,925 $671K
SlateStone Wealth, LLC 0.06% Reduce -11.6% 3,922 $670K
Legacy Wealth Management, LLC / MS 0.20% Add +0.1% 3,921 $670K
Fiduciary Family Office, LLC 0.19% Add +1.2% 3,902 $667K
Ames National Corp. 0.40% No change 3,900 $666K
Moss Adams Wealth Advisors LLC 0.05% Add +2.6% 3,882 $663K
Rakuten Investment Management, Inc. 0.00% — 12,649 $661K
Cardiff Park Advisors, LLC 0.05% New 3,858 $659K
WNY Asset Management, LLC 0.06% Add +0.1% 3,855 $659K
Family Manage LLC 0.09% Reduce -4.1% 3,853 $658K
Valmark Advisers, Inc. 0.01% Reduce -2.5% 3,849 $658K
Leo Wealth, LLC 0.09% Reduce -24.8% 3,848 $657K
Bigelow Investment Advisors, LLC 0.27% Add +7.0% 3,847 $657K
Godsey & Gibb, Inc. 0.06% No change 3,844 $657K
Perkins Coie Trust Co 0.12% No change 3,843 $657K
Roundview Capital LLC 0.04% New 3,830 $654K
Gsa Capital Partners LLP 0.05% Add +37.6% 3,829 $654K
Acadian Asset Management LLC 0.00% Add +1531.5% 3,834 $654K
United Advisor Group, LLC 0.09% Add +0.8% 3,825 $654K
Great Lakes Advisors, LLC 0.01% Add +0.4% 3,810 $651K
Keystone Financial Group 0.05% Add +1.8% 3,807 $650K
Pinnacle Wealth Planning Services, Inc. 0.08% Add +72.1% 3,799 $649K
RFG Advisory, LLC 0.01% Add +13.3% 3,798 $649K
CX Institutional 0.02% Reduce -0.3% 3,789 $647K
Plotkin Financial Advisors, LLC 0.32% No change 3,779 $646K
MFA Wealth Services 0.44% Add +2.8% 3,770 $644K
Moloney Securities Asset Management, LLC 0.08% Add +1.2% 3,759 $642K
OneAscent Financial Services LLC 0.04% Reduce -5.6% 3,757 $642K
Avior Wealth Management, LLC 0.02% Add +8.5% 3,745 $640K
Nadler Financial Group, Inc. 0.06% Reduce -13.8% 3,744 $640K
Colonial River Investments, LLC 0.24% Reduce -3.8% 3,742 $639K
Sovereign Financial Group, Inc. 0.12% Reduce -1.1% 3,731 $637K
Shum Financial Group, Inc. 0.47% — 3,719 $635K
Watts Gwilliam & Co., LLC 0.10% No change 3,699 $632K
Ameliora Wealth Management Ltd. 0.21% Add +11.4% 3,687 $630K
PMG Family Office LLC 0.70% — 3,680 $629K
Westwood Wealth Management 0.23% Reduce -40.5% 3,675 $628K
Venturi Wealth Management, LLC 0.03% Add +3.9% 3,658 $625K
Janney Capital Management LLC 0.04% Reduce -2.3% 3,635 $621K
Parkside Financial Bank & Trust 0.05% Add +5.2% 3,628 $620K
Bernardo Wealth Planning LLC 0.12% Reduce -6.8% 3,608 $616K
Alta Advisers Ltd 0.19% No change 3,606 $616K
Armstrong Advisory Group, Inc. 0.04% Reduce -2.6% 3,603 $616K
AlTi Global, Inc. 0.01% Add +1.2% 3,585 $613K
Foster Victor Wealth Advisors, LLC 0.04% Add +39.6% 3,624 $611K
SBI Securities Co., Ltd. 0.02% Reduce -38.9% 3,565 $609K
Lantz Financial LLC 0.13% Add +21.7% 3,565 $609K
Essex Bank 0.14% No change 3,560 $608K
Worth Financial Advisory Group, LLC 0.34% Add +1.7% 3,549 $606K
Tandem Investment Advisors, Inc. 0.02% Reduce -15.4% 3,545 $606K
Inscription Capital, LLC 0.06% Add +1.4% 3,526 $603K
Integrity Alliance, Llc. 0.03% Add +26.8% 3,524 $602K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +164.8% 3,522 $602K
Infrastructure Capital Advisors, LLC 0.11% Reduce -17.2% 4,138 $601K
Wesbanco Bank Inc. 0.02% Add +2.0% 3,515 $601K
BankPlus Wealth Management LLC 0.35% Add +5.9% 3,515 $600K
Select Asset Management & Trust 0.18% No change 3,511 $600K
Purkiss Capital Advisors LLC 0.29% Add +21.6% 3,510 $600K
WBH Advisory Inc. 0.05% Add +0.1% 3,500 $598K
Castle Rock Wealth Management, LLC 0.13% Add +1.0% 3,564 $598K
Advisory Alpha, LLC 0.02% Reduce -18.2% 3,574 $596K
Redwood Financial Network Corp 0.38% Reduce -2.9% 3,483 $595K
Stratos Investment Management, LLC 0.02% Reduce -12.3% 3,479 $594K
Smart Money Group LLC 0.18% Add +0.3% 3,470 $593K
Advisor OS, LLC 0.05% Reduce -3.5% 3,469 $593K
Zacks Investment Management 0.00% Add +2.1% 3,453 $590K
Penserra Capital Management LLC 0.01% Add +5648.3% 3,449 $589K
NorthStar Asset Management LLC 0.28% Add +3.0% 3,431 $586K
Nilsine Partners, LLC 0.05% Add +22.3% 3,424 $585K
Conning Inc. 0.02% No change 3,417 $584K
Voya Financial Advisors, Inc. 0.06% Reduce -11.3% 3,302 $582K
Hutchens & Kramer Investment Management Group, LLC 0.23% No change 3,400 $581K
L2 Asset Management, LLC 0.08% Add +4.8% 3,394 $580K
Clearwater Capital Advisors, LLC 0.05% Reduce -0.2% 3,394 $580K
Prelude Capital Management, LLC 0.05% New 3,389 $579K
JRM Investment Counsel, LLC 0.17% Reduce -57.8% 3,384 $578K
Marshall Financial Group, LLC 0.11% Reduce -0.0% 3,376 $577K
Aaron Wealth Advisors LLC 0.03% Add +61.7% 3,360 $574K
Trust Point Inc. 0.05% Add +12.9% 3,353 $573K
Seven Mile Advisory 0.09% Add +10.2% 3,348 $572K
Schrum Private Wealth Management LLC 0.42% Reduce -1.1% 3,319 $567K
LWM Advisory Services, LLC 0.33% Add +1.6% 3,308 $565K
Avalon Trust Co 0.04% Add +422.3% 3,306 $565K
AssuredPartners Investment Advisors, LLC 0.13% Add +0.1% 3,292 $562K
Certuity, LLC 0.04% Add +18.2% 3,291 $562K
Claro Advisors Inc. 0.08% Add +10.1% 3,290 $562K
Veracity Capital LLC 0.18% Reduce -0.1% 3,279 $560K
Mindset Wealth Management, LLC 0.15% New 3,278 $560K
Dynasty Wealth Management, LLC 0.01% New 3,275 $560K
Burns J W & Co. Inc. 0.06% No change 3,275 $560K
Medallion Wealth Advisors, LLC 0.20% Add +0.3% 3,268 $558K
Blue Trust, Inc. 0.01% Add +3.2% 3,260 $557K
LeClair Wealth Partners LLC 0.35% No change 3,258 $557K
PDS Planning, Inc 0.04% Add +12.0% 3,239 $553K
BLB&B Advisors, LLC 0.02% Reduce -4.4% 3,235 $553K
Sig Brokerage, LP 0.14% New 3,231 $552K
Sigma Investment Counselors Inc. 0.03% Add +0.1% 3,223 $551K
Townsend Asset Management Corp. /NC/ 0.20% Reduce -14.7% 3,216 $549K
Triad Wealth Partners, LLC 0.07% Add +11.4% 3,211 $549K
Avantax Planning Partners, Inc. 0.02% Reduce -15.5% 3,202 $547K
BCU Wealth Advisors, LLC 0.22% Reduce -17.9% 3,200 $547K
Dover Advisors, LLC 0.22% No change 3,188 $545K
Howard Financial Services, LTD. 0.07% Add +64.4% 3,175 $542K
Brooklyn Investment Group 0.07% Reduce -1.1% 3,590 $542K
Manske Wealth Management 0.17% Reduce -0.3% 3,170 $542K
1248 Management, LLC 0.31% Add +1219.2% 3,166 $541K
Valued Retirements, Inc. 0.61% No change 3,611 $540K
Silvia McColl Wealth Management, LLC 0.36% Reduce -3.1% 3,149 $538K
CoreCap Advisors, LLC 0.02% Reduce -67.3% 3,141 $537K
Integral Investment Advisors, Inc. 0.14% Add +4.2% 3,122 $533K
Atwood & Palmer Inc. 0.03% Add +0.6% 3,118 $533K
GSG Advisors LLC 0.14% Add +0.2% 3,150 $530K
Advus Financial Partners, LLC 0.13% Reduce -1.1% 3,093 $528K
Spirepoint Private Client, LLC 0.06% Add +22.2% 3,093 $528K
Eagle Wealth Strategies LLC 0.26% Add +0.2% 3,082 $527K
Empower Advisory Group, LLC 0.00% Add +3.6% 3,082 $527K
Equitable Trust Co. 0.02% No change 3,074 $525K
Johnson Financial Group, Inc. 0.02% Add +16.0% 3,067 $524K
Destiny Wealth Partners, LLC 0.06% Add +50.4% 3,056 $522K
Hofer & Associates. Inc 0.30% No change 3,040 $519K
Cynosure Group, LLC 0.06% No change 3,038 $519K
VAUGHAN & Co SECURITIES, INC. 0.28% Reduce -3.1% 3,031 $518K
Ingalls & Snyder LLC 0.02% Reduce -3.2% 3,024 $517K
Bogart Wealth, LLC 0.02% Add +0.5% 3,025 $517K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -14.0% 3,015 $515K
Marble Harbor Investment Counsel, LLC 0.05% No change 3,000 $513K
Southeast Asset Advisors, LLC 0.06% Add +5.3% 2,999 $512K
New Wave Wealth Advisors LLC 0.20% Add +70.4% 2,997 $512K
Obermeyer Wealth Partners 0.02% Add +2.3% 2,993 $511K
Masso Torrence Wealth Management Inc. 0.21% Add +1.9% 2,992 $511K
Balboa Wealth Partners 0.09% Add +40.0% 2,991 $511K
IVC Wealth Advisors LLC 0.23% Add +5.1% 2,991 $511K
Lombard Odier Asset Management (USA) Corp 0.14% Add +3.4% 2,990 $511K
Patriot Financial Group Insurance Agency, LLC 0.07% Add +0.2% 2,986 $510K
Facet Wealth, Inc. 0.01% Add +38.0% 2,981 $509K
IRON Financial LLC 0.24% Add +0.4% 2,977 $509K
Quotient Wealth Partners, LLC 0.01% Add +7.3% 2,965 $507K
MKT Advisors LLC 0.19% Reduce -8.3% 3,005 $505K
Zuckerman Investment Group, LLC 0.05% Reduce -0.1% 2,956 $505K
Presidio Capital Management, LLC 0.18% Reduce -26.6% 2,949 $504K
George Kaiser Family Foundation 0.07% No change 2,940 $502K
Prescott Group Capital Management, L.L.C. 0.05% No change 2,940 $502K
Beaumont Financial Advisors, LLC 0.03% Reduce -0.1% 2,939 $502K
Roof Eidam Maycock Peralta, LLC 0.12% No change 2,927 $500K
Terra Nova Asset Management LLC 0.31% Add +0.6% 2,920 $499K
RB Capital Management, LLC 0.11% Add +0.6% 2,906 $497K
Brogan Financial, Inc. 0.21% Add +2.5% 2,904 $496K
Warther Private Wealth, LLC 0.12% Reduce -2.0% 2,902 $496K
Sterneck Capital Management, LLC 0.23% No change 2,900 $495K
Eagle Global Advisors LLC 0.02% No change 2,900 $495K
Vertex Planning Partners, LLC 0.09% No change 2,881 $492K
Glass Jacobson Investment Advisors llc 0.18% Reduce -4.0% 2,863 $489K
Performance Wealth Partners, LLC 0.01% New 2,862 $489K
Silverlake Wealth Management LLC 0.12% Reduce -4.1% 2,859 $488K
Armstrong, Fleming & Moore, Inc 0.23% Add +2.0% 2,858 $488K
SOA Wealth Advisors, LLC. 0.08% Add +7.6% 2,857 $488K
CRA Financial Services, LLC 0.07% Reduce -0.7% 2,856 $488K
Romano Brothers and Company 0.06% Reduce -5.3% 2,849 $487K
Tableaux LLC 0.19% Reduce -47.0% 2,830 $484K
Bourgeon Capital Management LLC 0.09% Reduce -0.1% 2,826 $483K
LMR Partners LLP 0.01% New 2,823 $482K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% Reduce -14.0% 2,818 $481K
First Heartland Consultants, Inc. 0.04% Add +8.8% 2,800 $478K
Federated Hermes, Inc. 0.00% Reduce -11.8% 2,800 $478K
Millennium Capital Advisors, LLC 0.29% Add +1.8% 2,800 $478K
Gryphon Financial Partners LLC 0.05% New 2,794 $477K
Richard C. Young & CO., LTD. 0.04% Reduce -19.9% 2,792 $477K
Chung Wu Investment Group, LLC 0.40% Reduce -26.4% 2,790 $477K
Meridian Wealth Management, LLC 0.02% Add +2.6% 2,785 $476K
Calton & Associates, Inc. 0.07% Add +8.4% 2,775 $474K
BBR Partners, LLC 0.03% Add +0.5% 2,770 $473K
Capital Advisors, Ltd. LLC 0.05% No change 2,770 $473K
Wealth Alliance Advisory Group, LLC 0.09% No change 2,762 $472K
Pension & Wealth Management Advisors, Inc. 0.15% Reduce -38.1% 2,734 $467K
Central Bank & Trust Co. 0.07% New 2,735 $467K
Avory & Company, LLC 0.28% Add +0.0% 2,734 $467K
Boston Family Office LLC 0.03% No change 2,732 $467K
Advyzon Investment Management, LLC 0.08% Add +14.1% 2,726 $466K
Crawford Investment Counsel Inc. 0.01% No change 2,725 $466K
Kestra Investment Management, LLC 0.01% Add +4.3% 2,723 $465K
Tradewinds, LLC. 0.11% New 2,723 $465K
Sherbrooke Park Advisers LLC 0.22% Reduce -18.4% 2,720 $465K
VeraBank, N.A. 0.09% Add +5.8% 2,717 $464K
Warner Group LLC 0.32% — 2,711 $463K
BIP Wealth, LLC 0.02% Add +39.9% 2,704 $462K
Poehling Capital Management, INC. 0.10% Reduce -2.8% 2,695 $460K
Horizon Bancorp Inc. 0.22% Add +61.2% 2,694 $460K
Relyea Zuckerberg Hanson LLC 0.05% Reduce -2.1% 2,685 $459K
Grove Bank & Trust 0.05% No change 2,674 $457K
Optimize Financial Inc. 0.24% New 2,656 $454K
Westshore Wealth, LLC 0.15% Reduce -3.1% 2,650 $453K
Morton Capital Management LLC 0.07% No change 2,645 $452K
Trivium Point Advisory, LLC 0.05% Add +0.6% 2,643 $452K
Simon Quick Advisors, LLC 0.02% Add +17.9% 2,626 $449K
Texas Bank & Trust Co 0.17% New 2,615 $447K
Versant Capital Management, Inc 0.06% Add +2.4% 2,614 $447K
Walleye Capital LLC 0.00% Add +234.3% 2,611 $446K
Tower Bridge Advisors 0.05% Add +23.7% 2,609 $446K
Aft, Forsyth & Sober, LLC 0.14% No change 2,600 $444K
Pines Wealth Management, LLC 0.15% Add +3.5% 2,582 $441K
Patten & Patten Inc. 0.03% No change 2,581 $441K
Investmark Advisory Group LLC 0.19% Reduce -0.8% 2,580 $441K
Berman McAleer LLC 0.06% — 2,580 $441K
Trace Wealth Advisors, LLC 0.33% Add +3.2% 2,579 $441K
Wellspring Financial Advisors, LLC 0.04% New 2,561 $438K
Manchester Capital Management LLC 0.06% Reduce -25.9% 2,555 $436K
PFG Advisors 0.02% Add +5.5% 2,548 $435K
Rise Advisors, LLC 0.16% Reduce -8.0% 2,535 $433K
Affinity Capital Advisors, LLC 0.07% Reduce -10.3% 2,600 $433K
Legacy Bridge, LLC 0.18% No change 2,535 $433K
First Merchants Corp. 0.02% Reduce -4.8% 2,527 $432K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -7.3% 2,523 $431K
Trillium Asset Management, LLC 0.01% No change 2,516 $430K
McAdam, LLC 0.02% Add +7.2% 2,515 $430K
South Plains Financial, Inc. 0.27% Add +114.0% 2,510 $429K
Farmers & Merchants Investments Inc. 0.01% Reduce -2.2% 2,502 $427K
Corient IA LP 0.32% No change 2,500 $427K
McDaniel Terry & Co. 0.03% No change 2,500 $427K
Resonant Capital Advisors, LLC 0.02% Add +4.5% 2,494 $426K
Enterprise Financial Services Corp 0.22% Reduce -4.2% 2,492 $426K
Zions Bancorporation, National Association 0.02% Add +327.3% 2,491 $426K
Diversified Enterprises, LLC 0.03% Reduce -0.6% 2,488 $425K
Carmel Capital Partners, LLC 0.18% Reduce -18.9% 2,483 $424K
Astoria Portfolio Advisors LLC. 0.11% Add +0.5% 2,609 $424K
Channel Wealth LLC 0.11% No change 2,480 $424K
Operose Advisors LLC 0.11% No change 2,470 $422K
Texas Capital Bank Wealth Management Services Inc 0.03% Add +22.2% 2,459 $420K
Catalyst Financial Partners LLC 0.05% Add +4.3% 2,457 $420K
TFR Capital, LLC. 0.14% Reduce -3.0% 2,448 $418K
Flagship Wealth Advisors, LLC 0.14% Add +21.0% 2,446 $418K
Occidental Asset Management, LLC 0.05% Add +0.6% 2,446 $418K
Redwood Wealth Management Group, LLC 0.18% No change 2,445 $418K
Sivia Capital Partners, LLC 0.12% Add +17.6% 2,441 $417K
First Horizon Corp. 0.02% — 2,438 $417K
Vanguard Capital Wealth Advisors 0.33% No change 2,433 $416K
Baader Bank Aktiengesellschaft 0.03% New 2,697 $415K
Reik & Co., LLC 0.11% No change 2,425 $414K
Lionshead Wealth Management, LLC 0.33% Add +0.2% 2,425 $414K
Kennedy Investment Group, Inc. 0.16% Reduce -4.8% 2,422 $414K
Cambria Investment Management, L.P. 0.03% New 2,413 $412K
Westwood Holdings Group Inc. 0.00% Reduce -0.2% 2,411 $412K
TCFG Wealth Management, LLC 0.16% Add +0.2% 2,405 $411K
Hardin Capital Partners, LLC 0.22% No change 2,400 $410K
Penobscot Investment Management Company, Inc. 0.03% No change 2,400 $410K
Birch Hill Investment Advisors LLC 0.02% No change 2,400 $410K
JFG Wealth Management, LLC 0.08% Add +8.3% 2,395 $409K
Red Spruce Capital, LLC 0.17% Add +0.6% 2,384 $407K
Capital Square, LLC 0.21% Reduce -0.3% 2,373 $405K
Confluence Wealth Services, Inc. 0.02% No change 2,372 $405K
Blue Chip Partners, LLC 0.03% Add +35.1% 2,371 $405K
Port Capital LLC 0.02% Reduce -2.5% 2,370 $405K
Secure Asset Management, LLC 0.07% No change 2,404 $404K
Silver Oak Securities, Incorporated 0.03% Add +13.9% 2,359 $403K
Elwood & Goetz Wealth Advisory Group, LLC 0.08% No change 2,357 $403K
Avondale Wealth Management 0.21% Reduce -33.8% 2,350 $401K
Moody National Bank Trust Division 0.03% Reduce -43.8% 2,343 $400K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -3.7% 2,343 $400K
Stonebridge Capital Advisors LLC 0.03% Add +7.4% 2,332 $398K
Verum Partners LLC 0.08% Reduce -13.7% 2,327 $398K
Pacific Point Advisors, LLC 0.23% No change 2,325 $397K
Promethium Advisors,llc 0.23% Reduce -7.9% 2,320 $396K
Evermay Wealth Management LLC 0.05% No change 2,314 $395K
BOS Asset Management, LLC 0.11% Add +0.0% 2,309 $394K
NFSG Corp 0.06% Reduce -13.0% 2,301 $393K
Optimum Investment Advisors 0.16% No change 2,300 $393K
Westpac Banking Corp. 0.02% Add +16.4% 2,298 $393K
Harbour Capital Advisors, LLC 0.08% Reduce -25.1% 2,379 $392K
Vista Capital Partners, Inc. 0.04% Add +0.3% 2,296 $392K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% Reduce -15.4% 2,292 $392K
Icon Wealth Advisors, LLC 0.03% Add +11.9% 2,283 $390K
Legacy Private Trust Co. 0.02% No change 2,279 $389K
Park National Corp. 0.01% Reduce -2.6% 2,274 $389K
First Foundation Advisors 0.01% Add +0.0% 2,272 $388K
West Family Investments, Inc. 0.09% Add +0.7% 2,272 $388K
Ramirez Asset Management, Inc. 0.05% No change 2,266 $387K
Spinnaker Investment Group, LLC 0.07% Add +46.8% 2,262 $386K
Carl P. Sherr & Co., LLC 0.18% Add +0.5% 2,262 $386K
Marco Investment Management LLC 0.03% No change 2,256 $385K
Traphagen Investment Advisors LLC 0.03% Add +0.6% 2,252 $385K
Thompson Investment Management, Inc. 0.05% No change 2,244 $383K
CCG Wealth Management, LLC 0.18% Add +14.5% 2,239 $383K
Oak Ridge Investments LLC 0.02% Add +18.6% 2,231 $381K
Hancock Whitney Corp. 0.01% Add +0.3% 2,230 $381K
Am Investment Strategies LLC 0.08% Add +0.1% 2,222 $380K
Mattern Wealth Management LLC 0.08% No change 2,213 $378K
Sachetta, LLC 0.14% Add +0.6% 2,211 $378K
SC&H Financial Advisors, Inc. 0.06% Add +1.8% 2,210 $378K
Smart Portfolios, LLC 0.36% Reduce -13.8% 2,210 $378K
Harold Davidson & Associates Inc. 0.17% Reduce -4.4% 2,202 $376K
Aire Advisors, LLC 0.07% Add +0.9% 2,190 $374K
Creekmur Asset Management LLC 0.06% Reduce -8.4% 2,179 $372K
Signet Financial Management, LLC 0.04% Add +1.1% 2,176 $372K
Atlas Legacy Advisors, LLC 0.07% Add +53.0% 2,173 $371K
IFG Advisory, LLC 0.02% Reduce -3.7% 2,169 $371K
Altfest L J & Co. Inc. 0.04% Reduce -0.6% 2,167 $370K
Obsidian Personal Planning Solutions LLC 0.13% Add +0.6% 2,515 $369K
Outlook Wealth Advisors, LLC 0.09% No change 2,155 $368K
44 Wealth Management LLC 0.12% Reduce -1.0% 2,153 $368K
Limestone Investment Advisors LP 0.17% Reduce -57.2% 2,150 $367K
Cura Wealth Advisors, LLC 0.14% New 2,148 $367K
Traynor Capital Management, Inc. 0.02% Add +31.6% 2,144 $366K
Associated Banc-Corp 0.01% Reduce -0.1% 2,140 $366K
Community Financial Services Group, LLC 0.07% No change 2,133 $364K
Cove Private Wealth, LLC 0.12% No change 2,132 $364K
Brookwood Investment Group LLC 0.05% Reduce -36.1% 2,128 $364K
Omnia Family Wealth, LLC 0.12% Add +14.3% 2,123 $363K
Opal Wealth Advisors, LLC 0.10% Reduce -2.4% 2,118 $362K
Peddock Capital Advisors, LLC 0.08% No change 2,111 $361K
Independence Bank of Kentucky 0.05% No change 2,109 $360K
Hutchinson Capital Management 0.06% No change 2,108 $360K
Hazlett, Burt & Watson, Inc. 0.13% Add +63.3% 2,107 $360K
Ballast, Inc. 0.09% Reduce -30.2% 2,104 $359K
Philadelphia Trust Co. 0.03% No change 2,103 $359K
Bank Pictet & Cie (Europe) AG 0.01% No change 2,100 $359K
Aletheian Wealth Advisors LLC 0.17% Add +0.4% 2,099 $359K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 2,029 $356K
Invictus Private Wealth, LLC 0.02% Reduce -0.1% 2,079 $355K
Sageworth Trust Co 0.02% New 2,078 $355K
Headland Capital, LLC 0.10% Add +5.0% 2,071 $354K
Summit Securities Group LLC 0.12% Reduce -33.6% 2,070 $354K
Fonville Wealth Management LLC 0.08% No change 2,070 $354K
Cora Capital Advisors LLC 0.15% Reduce -0.1% 2,064 $353K
Marex Group Ltd 0.00% New 2,060 $352K
Cromwell Holdings LLC 0.19% No change 2,059 $352K
Sentry Investment Management LLC 0.23% Reduce -5.1% 2,160 $351K
Wolff Financial Management LLC 0.08% Add +0.1% 2,053 $351K
Deseret Mutual Benefit Administrators 0.15% Add +8.9% 2,052 $351K
All Terrain Financial Advisors, LLC 0.11% Reduce -2.3% 2,050 $350K
GAM Holding AG 0.02% New 2,042 $349K
MJP Associates Inc. 0.05% Reduce -8.7% 2,039 $348K
Hopwood Financial Services, Inc. 0.23% No change 2,030 $347K
Kera Capital Partners, Inc. 0.05% Add +10.9% 2,026 $346K
Roman Butler Fullerton & Co. 0.09% New 2,318 $345K
Forefront Wealth Management Inc. 0.25% No change 2,013 $344K
Cypress Wealth Services, LLC 0.06% Add +1.8% 2,005 $343K
Boothbay Fund Management, LLC 0.01% Reduce -97.7% 2,005 $343K
Merrion Investment Management Co, LLC 0.20% No change 2,000 $342K
LFA - Lugano Financial Advisors SA 0.18% No change 2,000 $342K
PACK Private Wealth, LLC 0.16% No change 2,000 $342K
Searle & Co. 0.09% No change 2,000 $342K
Alaska Wealth Advisors, LLC 0.04% No change 2,000 $342K
Maltin Wealth Management, Inc. 0.14% Add +0.2% 1,999 $342K
W Advisors, LLC 0.18% No change 1,998 $341K
FNY Investment Advisers, LLC 0.11% New 2,000 $341K
TCV Trust & Wealth Management, Inc. 0.03% No change 1,995 $341K
D'Orazio & Associates, Inc. 0.04% Add +18.1% 1,991 $340K
Code Waechter LLC 0.22% Reduce -1.1% 2,070 $339K
Walled Lake Planning & Wealth Management, LLC 0.11% Add +0.5% 1,984 $339K
Topsail Wealth Management, LLC 0.06% New 1,977 $338K
CYBER HORNET ETFs LLC 0.22% Add +3.6% 1,963 $335K
LBJ Family Wealth Advisors, Ltd. 0.18% Add +0.1% 1,960 $335K
JTC Employer Solutions Trustee Ltd 0.03% No change 1,960 $335K
Bellecapital International Ltd. 0.05% No change 1,951 $333K
Lincoln Capital Corp. 0.12% Reduce -3.0% 1,944 $332K
Berger Financial Group, Inc 0.02% Add +0.5% 1,941 $332K
AA Financial Advisors, LLC 0.07% Add +6.6% 1,939 $331K
Bison Wealth, LLC 0.03% Add +26.7% 2,294 $331K
Ostrum Asset Management 0.01% Reduce -3.0% 1,937 $331K
Everett Harris & Co. 0.00% No change 1,935 $331K
Pegasus Asset Management, Inc. 0.11% No change 1,925 $329K
Biltmore Family Office, LLC 0.05% Reduce -5.0% 1,922 $328K
Perennial Advisors, LLC 0.06% No change 1,917 $328K
Moody Aldrich Partners LLC 0.06% Reduce -36.9% 1,912 $327K
Tandem Wealth Advisors LLC 0.15% Reduce -18.9% 1,905 $325K
Essex LLC 0.06% Reduce -4.8% 1,905 $325K
Koss-Olinger Consulting, LLC 0.03% No change 2,171 $325K
Aspiriant, LLC 0.01% Reduce -1.8% 1,900 $325K
Regent Peak Wealth Advisors LLC 0.07% — 1,898 $324K
Riversedge Advisors, LLC 0.05% Add +8.8% 1,894 $324K
Plancorp, LLC 0.01% Add +1.8% 1,890 $323K
Townsquare Capital LLC 0.05% Reduce -43.1% 1,890 $323K
Beckerman Institutional, LLC 0.19% New 1,881 $321K
Grey Ledge Advisors, LLC 0.07% Add +0.2% 1,864 $318K
Mystic Asset Management, Inc. 0.07% Add +0.1% 1,861 $318K
Full Sail Capital, LLC 0.02% Add +0.5% 1,860 $318K
Main Street Financial Solutions, LLC 0.02% New 1,856 $317K
Founders Financial Securities LLC 0.02% New 1,852 $316K
Cadinha & Co. LLC 0.04% No change 1,850 $316K
Hayek Kallen Investment Management 0.10% No change 1,850 $316K
Bestgate Wealth Advisors, LLC 0.56% Reduce -5.0% 1,845 $315K
Pennington Partners & Co., LLC 0.15% No change 1,836 $314K
Simplicity Wealth,LLC 0.02% Reduce -57.6% 1,821 $311K
NBT Bank, N.A. 0.02% No change 1,820 $311K
JNBA Financial Advisors 0.03% No change 1,813 $310K
Integrated Investment Consultants, LLC 0.05% Add +12.1% 1,812 $310K
Fairfield, Bush & Co. 0.16% Reduce -10.2% 1,810 $309K
Grove Street Fiduciary, LLC 0.15% No change 1,804 $308K
Huntleigh Advisors, Inc. 0.05% Reduce -5.3% 1,800 $308K
Culbertson A N & Co. Inc. 0.04% No change 1,800 $308K
GHP Investment Advisors, Inc. 0.01% Add +0.5% 1,793 $306K
Twin Peaks Wealth Advisors, LLC 0.10% Reduce -5.3% 1,782 $304K
Mill Creek Capital Advisors, LLC 0.01% New 1,778 $304K
Benin Management CORP 0.07% Add +6.0% 1,776 $303K
Lee Financial Co 0.04% Add +1.9% 1,774 $303K
LS Investment Advisors, LLC 0.04% New 1,770 $302K
Jessup Wealth Management, Inc 0.11% New 1,768 $302K
Drive Wealth Management, LLC 0.06% Add +5.1% 1,768 $302K
Perissos Private Wealth Management, LLC 0.22% Add +0.6% 1,757 $300K
Fort Washington Investment Advisors Inc. 0.00% Add +0.3% 1,756 $300K
Delta Financial Advisors LLC 0.08% No change 1,748 $299K
Selective Wealth Management, Inc. 0.10% No change 1,810 $298K
Kellett Wealth Advisors, LLC 0.18% No change 1,746 $298K
Kesler, Norman & Wride, LLC 0.06% Reduce -70.0% 1,730 $298K
Faithward Advisors, LLC 0.04% Reduce -1.3% 1,726 $295K
Evernest Financial Advisors, LLC 0.08% No change 1,725 $295K
Madison Asset Management, LLC 0.00% No change 1,721 $294K
Exencial Wealth Advisors, LLC 0.01% Add +6.4% 1,703 $291K
Wealth Architects, LLC 0.03% Add +0.9% 1,703 $291K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% Reduce -60.5% 1,698 $290K
Second Line Capital, LLC 0.06% Reduce -13.7% 1,691 $289K
Greenwood Gearhart LLC 0.02% No change 1,690 $289K
Cidel Asset Management Inc. 0.02% No change 1,687 $288K
X-Square Capital, LLC 0.09% Add +0.5% 1,687 $288K
Quent Capital, LLC 0.02% Add +0.2% 1,685 $288K
Firethorn Wealth Partners, LLC 0.11% Add +0.6% 1,681 $287K
Blankinship & Foster, LLC 0.06% Add +0.6% 1,679 $287K
Argus Investors' Counsel, Inc. 0.23% Reduce -0.9% 1,673 $286K
Childress Capital Advisors, LLC 0.05% Add +12.6% 1,669 $285K
Indiana Trust & Investment Management Co 0.09% No change 1,668 $285K
Certified Advisory Corp 0.03% Reduce -5.3% 1,666 $285K
Burney Co./ 0.01% Reduce -2.5% 1,656 $283K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% No change 1,655 $283K
Allianz SE 0.01% No change 1,650 $282K
Park Edge Advisors, LLC 0.06% Add +0.3% 1,644 $281K
Lee Danner & Bass Inc. 0.02% No change 1,638 $280K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -66.5% 1,636 $280K
Drucker Wealth 3.0, LLC 0.05% Add +7.7% 1,637 $280K
FSM Wealth Advisors, LLC 0.04% New 1,635 $279K
Nautilus Advisors LLC 0.19% Add +5.3% 1,633 $279K
Callahan Advisors, LLC 0.02% Add +0.2% 1,630 $279K
Fortis Capital Advisors, LLC 0.04% Reduce -1.6% 1,629 $278K
Everhart Financial Group, Inc. 0.03% New 1,624 $278K
Kanawha Capital Management LLC 0.02% No change 1,620 $277K
Park Place Capital Corp 0.06% No change 1,616 $276K
Kapstone Financial Advisors LLC 0.13% No change 1,615 $276K
Hoxton Planning & Management, LLC 0.09% Add +1.6% 1,614 $276K
Breakwater Capital Group 0.04% No change 1,613 $276K
Sepio Capital, LP 0.02% New 1,611 $275K
Boston Partners 0.00% New 1,600 $273K
Centerpoint Advisory Group 0.21% No change 1,597 $273K
Optiver Holding B.V. 0.00% Reduce -12.1% 1,595 $273K
Cerro Pacific Wealth Advisors LLC 0.07% Reduce -16.0% 1,595 $272K
Doliver Advisors, LP 0.07% Add +13.6% 1,592 $272K
Mason & Associates Inc 0.05% Reduce -1.0% 1,586 $271K
Pathway Financial Advisers, LLC 0.08% Add +0.6% 1,586 $271K
Bright Futures Wealth Management, LLC. 0.21% — 1,583 $270K
Argent Advisors, Inc. 0.08% New 1,582 $270K
Leigh Baldwin & Co., LLC 0.15% Reduce -0.1% 1,581 $270K
Atala Financial Inc 0.17% No change 1,581 $270K
Asset Advisors Investment Management, LLC 0.03% Add +0.6% 1,580 $270K
Lazari Capital Management, Inc. 0.09% Add +4.5% 1,578 $270K
Chesapeake Wealth Management 0.08% Reduce -0.9% 1,578 $270K
Bey-Douglas LLC 0.20% New 1,572 $269K
Adapt Wealth Advisors, LLC 0.10% Add +8.4% 1,572 $269K
Moment Partners, LLC 0.05% Add +8.9% 1,570 $268K
Money Concepts Capital Corp. 0.02% Add +0.4% 1,567 $268K
Atlas Brown,Inc. 0.08% Add +1.0% 1,563 $267K
Ridgecrest Wealth Partners, LLC 0.12% No change 1,560 $267K
Princeton Capital Management LLC 0.07% No change 1,560 $267K
Northstar Advisory Group, LLC 0.11% No change 1,559 $266K
Shufro Rose & Co. LLC 0.02% No change 1,900 $266K
Builder Investment Group Inc. 0.06% No change 1,550 $265K
Fairvoy Private Wealth, LLC 0.06% Add +0.5% 1,549 $265K
Portside Wealth Group, LLC 0.04% Add +3.4% 1,542 $263K
AMG National Trust Bank 0.01% Reduce -3.5% 1,536 $262K
Bristlecone Advisors, LLC 0.02% Reduce -13.4% 1,531 $262K
Delta Wealth Advisors LLC 0.20% No change 1,529 $261K
Sovran Advisors, LLC 0.02% Add +0.2% 1,760 $261K
Canvas Wealth Advisors, LLC 0.05% Add +7.5% 1,546 $260K
FFT Wealth Management LLC 0.05% No change 1,518 $259K
Renasant Bank 0.16% Reduce -22.4% 1,517 $259K
RNC Capital Management LLC 0.01% Reduce -47.1% 1,515 $259K
Kathleen S. Wright Associates Inc. 0.10% No change 1,514 $259K
1900 Wealth Management LLC 0.02% New 1,514 $259K
Wick Capital Partners, LLC 0.06% Reduce -50.6% 1,510 $258K
Summit Wealth Group LLC / Co. 0.03% New 2,406 $258K
Requisite Capital Management, LLC 0.04% New 1,506 $257K
Dana Investment Advisors, Inc. 0.01% Reduce -27.1% 1,506 $257K
Black Diamond Financial, LLC 0.03% Reduce -5.3% 1,505 $257K
Diversified Portfolios, Inc. 0.02% No change 1,504 $257K
Clark Capital Management Group, Inc. 0.00% New 1,504 $257K
Evelyn Partners Asset Management Ltd 0.06% Add +62.5% 1,503 $257K
RIA Advisory Group LLC 0.07% Reduce -23.4% 1,503 $257K
Carr Financial Group Corp 0.07% New 1,500 $256K
Clay Northam Wealth Management, LLC 0.15% No change 1,500 $256K
Berkeley Capital Partners, LLC 0.06% Add +10.9% 1,500 $256K
ESL Trust Services, LLC 0.05% No change 1,500 $256K
Cambridge Advisors Inc. 0.05% No change 1,500 $256K
Kahn Brothers Group Inc. 0.05% No change 1,500 $256K
Capital Investment Counsel, Inc 0.03% New 1,500 $256K
LVZ, Inc. 0.03% No change 1,500 $256K
Middleton & Co. Inc. 0.03% No change 1,500 $256K
Planning Directions Inc. 0.13% Add +0.5% 1,500 $256K
Horizon Wealth Management, LLC 0.04% Reduce -1.3% 1,496 $256K
American Money Management, LLC 0.04% New 1,494 $255K
WealthShield Partners, LLC 0.03% Add +0.2% 1,494 $255K
Fiduciary Alliance LLC 0.02% Reduce -4.5% 1,493 $255K
PFW Advisors LLC 0.08% New 1,492 $255K
Perpetual Ltd 0.00% Reduce -34.7% 1,492 $255K
Woodward Diversified Capital, LLC 0.12% Add +0.3% 1,489 $254K
Daner Wealth Management, LLC 0.17% Add +23.2% 1,626 $254K
One Capital Management, LLC 0.01% Add +4.6% 1,484 $254K
Single Point Partners, LLC 0.05% Add +0.5% 1,480 $253K
Levin Capital Strategies, L.P. 0.02% No change 1,480 $253K
JSF Financial, LLC 0.06% Reduce -7.4% 1,474 $252K
BCS Wealth Management 0.06% Reduce -11.7% 1,473 $252K
Arkos Global Advisors 0.03% New 1,470 $251K
Forefront Wealth Partners, LLC 0.06% New 1,464 $250K
My Personal CFO, LLC 0.10% New 1,452 $248K
Foundation Wealth Management, LLC\PA 0.10% No change 1,452 $248K
Doheny Asset Management 0.16% No change 1,450 $248K
Optas, LLC 0.04% New 1,451 $248K
Y.D. More Investments Ltd 0.01% Reduce -18.5% 2,004 $247K
Leonard Rickey Investment Advisors P.L.L.C. 0.05% New 1,444 $247K
Pioneer Trust Bank N A 0.06% No change 1,440 $246K
Legacy Financial Advisors, Inc. 0.03% Reduce -7.9% 1,437 $246K
Aspire Capital Advisors LLC 0.06% New 1,437 $246K
MBL Wealth, LLC 0.02% Reduce -9.8% 1,437 $246K
NovaPoint Capital, LLC 0.06% New 1,435 $245K
Nicholas Hoffman & Company, LLC. 0.01% No change 1,434 $245K
William Blair Investment Management, LLC 0.00% New 1,429 $244K
Bennett Selby Investments LP 0.08% No change 1,427 $244K
Blackston Financial Advisory Group, LLC 0.14% Reduce -23.2% 1,425 $243K
Objective Capital Management, LLC 0.25% Add +0.1% 1,424 $243K
Blodgett Wealth Advisors, LLC 0.17% Add +0.2% 1,423 $243K
Emprise Bank 0.10% Add +3.3% 1,420 $243K
First Citizens Bank & Trust Co. 0.01% New 1,417 $242K
Tufton Capital Management 0.04% New 1,422 $242K
Everstar Asset Management, LLC 0.14% Add +0.9% 1,404 $240K
Cullen Capital Management, LLC 0.00% New 1,402 $240K
Battery Global Advisors, LLC 0.11% Add +0.1% 1,402 $239K
Walkner Condon Financial Advisors LLC 0.04% New 1,400 $239K
Garrison Point Advisors, LLC 0.10% No change 1,399 $239K
Wealth Advisory Solutions, LLC 0.06% Add +0.7% 1,399 $239K
Formidable Asset Management, LLC 0.04% Reduce -3.0% 1,595 $239K
Archford Capital Strategies, LLC 0.03% Reduce -40.9% 1,394 $238K
Trek Financial, LLC 0.01% New 1,394 $238K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% New 1,391 $238K
NWF Advisory Services Inc. 0.03% Reduce -65.6% 1,388 $237K
Global Trust Asset Management, LLC 0.11% Add +76.4% 1,385 $237K
Palacios Wealth Management, LLC 0.16% No change 1,382 $236K
BTC Capital Management, Inc. 0.02% No change 1,380 $236K
SPC Financial, Inc. 0.02% Add +1.2% 1,368 $234K
MTM Investment Management, LLC 0.07% Add +0.1% 1,367 $234K
Voisard Asset Management Group, Inc. 0.05% Add +1.3% 1,367 $234K
Ignite Planners, LLC 0.04% Add +0.2% 1,367 $234K
Pitcairn Co. 0.02% Reduce -26.3% 1,366 $233K
1858 Wealth Management, LLC 0.16% No change 1,365 $233K
Autumn Glory Partners, LLC 0.10% Reduce -31.2% 1,355 $232K
Novare Capital Management LLC 0.02% Reduce -10.0% 1,355 $232K
Alpha Financial Partners LLC 0.15% New 1,355 $231K
James J. Burns & Company, LLC 0.03% Reduce -0.9% 1,353 $231K
Davis-Rea LTD. 0.06% New 1,350 $231K
Members Advisory Group LLC 0.08% Add +0.1% 1,342 $229K
Rede Wealth, LLC 0.18% New 1,341 $229K
Eagle Bay Advisors LLC 0.18% Reduce -11.0% 1,341 $229K
Financial Consulate, Inc. 0.03% New 1,340 $229K
Global Financial Private Client, LLC 0.08% New 1,336 $228K
New England Research & Management, Inc. 0.10% New 1,335 $228K
Aries Wealth Management 0.05% New 1,333 $228K
Columbia Asset Management 0.04% New 1,331 $227K
Scott & Selber, Inc. 0.06% New 1,330 $227K
CVA Family Office, LLC 0.03% Add +3.5% 1,325 $226K
AlphaStar Capital Management, LLC 0.02% New 1,324 $226K
One Wealth Capital Management, LLC 0.10% New 1,319 $225K
Stelac Advisory Services LLC 0.08% Add +0.2% 1,316 $225K
Donor Advised Charitable Giving, Inc. 0.00% New 1,313 $224K
Signal Advisors Wealth, LLC 0.02% Reduce -50.7% 1,309 $224K
Abacus Planning Group, Inc. 0.03% Reduce -3.3% 1,308 $223K
Hohimer Wealth Management, LLC 0.03% New 1,308 $223K
American Trust 0.02% New 1,307 $223K
CFM Wealth Partners LLC 0.03% New 1,302 $222K
Beacon Bank & Trust 0.05% New 1,302 $222K
Sound Income Strategies, LLC 0.01% Reduce -0.7% 1,383 $222K
Ehrenkranz Partners L.P. 0.19% — 1,300 $222K
Serenus Wealth Advisors, LLC 0.04% New 1,300 $222K
Clarity Wealth Advisors, LLC 0.05% New 1,299 $222K
Values Added Financial LLC 0.10% New 1,297 $222K
Canandaigua National Bank & Trust Co. 0.02% New 1,296 $221K
Act Wealth Management, LLC 0.08% New 1,295 $221K
Smallwood Wealth Investment Management, LLC 0.11% Add +0.1% 1,294 $221K
Cypress Point Wealth Management, LLC 0.04% New 1,290 $220K
Americana Partners, LLC 0.01% New 1,288 $220K
Accredited Investors Inc. 0.01% New 1,282 $219K
Bouchey Financial Group, Ltd. 0.02% New 1,279 $219K
Finivi Inc. 0.14% New 1,276 $218K
Great Diamond Partners, LLC 0.04% New 1,275 $218K
Baron Financial Group, LLC 0.12% New 1,275 $218K
Taylor & Morgan Wealth Management, LLC 0.13% New 1,268 $217K
Sprinkle Financial Consultants LLC 0.12% New 1,266 $216K
Dakota Community Bank & Trust NA 0.85% Add +4.9% 1,261 $215K
Ethos Financial Group, LLC 0.02% New 1,259 $215K
Watershed Private Wealth LLC 0.07% New 1,251 $214K
Canopy Partners, LLC 0.07% Add +8.5% 1,247 $213K
City State Bank 0.06% Reduce -9.1% 1,247 $213K
Burton Enright Welch 0.03% New 1,246 $213K
SLT Holdings LLC 0.14% New 1,242 $212K
LVM Capital Management Ltd. 0.02% New 1,243 $212K
ZWJ Investment Counsel Inc. 0.01% Reduce -24.4% 1,240 $212K
Whetstone Capital Advisors, LLC 0.06% New 1,235 $211K
Western Pacific Wealth Management, LP 0.21% No change 1,233 $211K
Austin Private Wealth, LLC 0.02% New 1,230 $210K
Greenup Street Wealth Management LLC 0.03% New 1,229 $210K
Mitchell McLeod Pugh & Williams Inc. 0.03% No change 1,380 $209K
Cultivar Capital, Inc. 0.14% New 1,220 $208K
Portland Global Advisors LLC 0.02% New 1,217 $208K
Detalus Advisors, LLC 0.05% New 1,214 $207K
Sage Investment Counsel LLC 0.23% New 1,214 $207K
LaSalle St. Investment Advisors, LLC 0.04% New 1,211 $206K
R.H. Investment Group, LLC 0.18% New 1,200 $205K
Valley Financial Group, Inc. 0.12% New 1,200 $205K
Monetary Management Group Inc. 0.05% No change 1,200 $205K
Interchange Capital Partners, LLC 0.04% New 1,197 $204K
Aspiring Ventures, LLC 0.07% New 1,196 $204K
Wealth Dimensions Group, Ltd. 0.04% New 1,195 $204K
Bank of Nova Scotia Trust Co. 0.02% New 1,195 $204K
Cathy Pareto & Associates, Inc. 0.15% Reduce -12.5% 1,193 $204K
Balance Wealth Partners LLC 0.05% New 1,193 $204K
Rydar Equities, Inc. 0.16% New 1,210 $203K
Warwick Investment Management, Inc. 0.04% New 1,190 $203K
Valley Brook Capital Group, Inc. 0.14% New 1,188 $203K
Waddell & Associates, LLC 0.02% New 1,183 $202K
Commonwealth Financial Services, LLC 0.03% New 1,179 $201K
Banque Transatlantique SA 0.00% Add +26.9% 1,180 $201K
Hoertkorn Richard Charles 0.08% No change 1,175 $201K
Note Advisors, LLC 0.12% New 1,174 $201K
Circle Wealth Management, LLC 0.00% New 1,172 $200K
Barrett & Company, Inc. 0.07% Reduce -16.2% 1,128 $193K
Binnacle Investments Inc 0.11% Add +5.3% 1,126 $192K
Covestor Ltd 0.10% Reduce -0.5% 1,111 $190K
Sava Infond d.o.o. 0.03% No change 1,110 $190K
Physician Wealth Advisors, Inc. 0.03% Add +20.0% 1,098 $188K
Loomis Sayles & Co. L P 0.00% Reduce -15.7% 1,094 $187K
Vestor Capital, LLC 0.01% Reduce -99.1% 1,091 $186K
North Capital, Inc. 0.14% Add +0.1% 1,073 $183K
Delta Asset Management LLC 0.02% No change 1,065 $182K
Heartwood Wealth Advisors LLC 0.02% New 1,040 $178K
Future Financial Wealth Managment LLC 0.11% No change 1,000 $171K
Islay Capital Management, LLC 0.10% No change 1,000 $171K
Silicon Valley Capital Partners 0.02% Reduce -0.5% 997 $170K
Aventura Private Wealth, LLC 0.06% Add +4.8% 994 $170K
Private Wealth Asset Management, LLC 0.02% Add +3.7% 992 $169K
Main Street Group, LTD 0.05% No change 987 $169K
Foster Dykema Cabot & Partners, LLC 0.01% No change 951 $162K
J.Safra Asset Management Corp 0.01% Add +45.5% 946 $162K
Fortitude Family Office, LLC 0.04% Add +0.2% 943 $161K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% No change 940 $161K
Arlington Trust Co LLC 0.03% No change 899 $154K
Core Alternative Capital 0.04% Reduce -95.0% 893 $153K
Davis Capital Management 0.10% — 884 $151K
Root Financial Partners, LLC 0.01% New 875 $150K
MCF Advisors LLC 0.01% Add +4.3% 866 $148K
Itau Unibanco Holding S.A. 0.01% Reduce -3.6% 861 $147K
Crews Bank & Trust 0.02% Add +3.0% 852 $146K
Gold Investment Management Ltd. 0.05% No change 850 $145K
Hantz Financial Services, Inc. 0.00% Add +43.6% 837 $143K
Centennial Bank 0.06% No change 833 $142K
Tortoise Investment Management, LLC 0.01% Add +1.0% 816 $139K
Chilton Capital Management LLC 0.00% New 805 $138K
Orion Capital Management LLC 0.05% No change 800 $137K
IMA Advisory Services, Inc. 0.01% Add +40.6% 796 $136K
ORG Partners LLC 0.03% Add +23.6% 785 $134K
Plante Moran Financial Advisors, LLC 0.01% Add +2.2% 782 $134K
Provenance Wealth Advisors, LLC 0.02% No change 764 $131K
Asset Dedication, LLC 0.01% No change 755 $129K
Atlantic Private Wealth, LLC 0.08% No change 750 $128K
Virtus Advisers, LLC 0.07% New 750 $128K
Cetera Trust Company, N.A 0.07% No change 750 $128K
Dagco, Inc. 0.03% No change 750 $128K
QVR LLC 0.15% Reduce -5.5% 725 $124K
First Command Advisory Services, Inc. 0.00% Add +8.0% 720 $123K
Alpine Bank Wealth Management 0.02% Add +14.3% 718 $123K
City Holding Co. 0.02% No change 712 $122K
TFC Financial Management, Inc. 0.02% Add +238.1% 710 $121K
Tanglewood Legacy Advisors, LLC 0.05% Add +0.7% 705 $120K
McIlrath & Eck, LLC 0.01% No change 702 $120K
Wolverine Asset Management LLC 0.01% No change 700 $120K
MBB Public Markets I LLC 0.02% Reduce -59.2% 698 $119K
Strategic Investment Solutions, Inc. 0.03% No change 688 $118K
Pingora Partners LLC 0.08% Reduce -2.9% 680 $116K
MV Capital Management, Inc. 0.01% Add +0.1% 656 $112K
Promus Capital, LLC 0.07% No change 645 $110K
Clearstead Trust, LLC 0.02% Reduce -5.7% 644 $110K
Hemington Wealth Management 0.01% Reduce -12.4% 647 $110K
Delos Wealth Advisors, LLC 0.07% No change 641 $110K
Center for Financial Planning, Inc. 0.01% No change 640 $109K
Bruce G. Allen Investments, LLC 0.08% Reduce -0.5% 636 $109K
Bank of New Hampshire 0.03% No change 635 $108K
Harbor Asset Planning, Inc. 0.10% No change 628 $107K
Measured Wealth Private Client Group, LLC 0.03% New 603 $103K
Centerpoint Advisors, LLC 0.03% No change 602 $103K
Pinnacle Bancorp, Inc. 0.03% No change 600 $103K
Proathlete Wealth Management LLC 0.03% Add +0.7% 598 $102K
Ritter Daniher Financial Advisory LLC / DE 0.02% Add +0.7% 597 $102K
High Note Wealth, LLC 0.02% Add +23.5% 593 $101K
Nalls Sherbakoff Group, LLC 0.07% No change 589 $101K
SJS Investment Consulting Inc. 0.01% Add +5.7% 578 $99K
Financial Perspectives, Inc 0.03% No change 560 $96K
Tower View Wealth Management LLC 0.05% Add +0.7% 560 $96K
Blue Bell Private Wealth Management, LLC 0.01% No change 551 $94K
Beaird Harris Wealth Management, LLC 0.01% Add +0.6% 541 $92K
Washington Trust Advisors, Inc. 0.01% Add +8.2% 540 $92K
United Financial Planning Group LLC 0.06% — 530 $91K
Rosenberg Matthew Hamilton 0.02% No change 503 $86K
Fourth Dimension Wealth, LLC 0.03% No change 500 $85K
Millstone Evans Group, LLC 0.05% Add +18.0% 492 $84K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +5.3% 474 $81K
PFS Partners, LLC 0.04% Add +0.4% 474 $81K
Ogorek Anthony Joseph /NY/ 0.02% Reduce -19.1% 473 $80K
Salomon & Ludwin, LLC 0.01% Add +155.6% 460 $77K
Bank & Trust Co 0.06% No change 452 $77K
First Financial Corp. 0.03% No change 451 $77K
Evolution Wealth Management Inc. 0.08% Add +10.0% 450 $77K
Bfsg, LLC 0.01% Reduce -6.9% 446 $76K
Webster Bank, N. A. 0.01% No change 439 $75K
GW&K Investment Management, LLC 0.00% Add +15.9% 438 $75K
Catalyst Capital Advisors LLC 0.00% Reduce -4.2% 434 $74K
Steigerwald, Gordon & Koch Inc. 0.01% New 433 $74K
Vermillion & White Wealth Management Group, LLC 0.04% No change 432 $74K
Wolff Wiese Magana LLC 0.04% No change 431 $74K
Rossby Financial, LCC 0.02% Add +32.5% 416 $70K
Cloud Capital Management, LLC 0.04% New 403 $69K
Quintet Private Bank (Europe) S.A. 0.00% No change 400 $68K
Grey Fox Wealth Advisors, LLC 0.01% New 396 $68K
Addison Advisors LLC 0.02% No change 388 $66K
FSA Wealth Management LLC 0.02% No change 380 $65K
Horizon Financial Services, LLC 0.03% Add +6000.0% 366 $63K
Citizens National Bank Trust Department 0.01% No change 352 $60K
AllSquare Wealth Management LLC 0.03% No change 346 $59K
United Community Bank 0.02% Add +6.8% 343 $59K
Cape Investment Advisory, Inc. 0.06% Reduce -87.4% 341 $58K
DiNuzzo Private Wealth, Inc. 0.01% No change 337 $58K
RMG Wealth Management LLC 0.01% Add +33.5% 359 $58K
Stone House Investment Management, LLC 0.01% Add +0.9% 337 $58K
Nemes Rush Group LLC 0.01% Reduce -0.9% 336 $57K
Capula Management Ltd 0.00% Reduce -41.8% 324 $55K
DHJJ Financial Advisors, Ltd. 0.02% Add +3.2% 322 $55K
WPG Advisers, LLC 0.04% Add +6.6% 321 $55K
Silvant Capital Management LLC 0.00% No change 315 $54K
Saranac Partners Ltd 0.01% New 310 $53K
Private Wealth Management Group, LLC 0.01% Add +1616.7% 309 $53K
Carolina Wealth Advisors, LLC 0.02% New 294 $50K
JPL Wealth Management, LLC 0.01% New 285 $49K
Murphy & Mullick Capital Management Corp 0.04% Add +22.9% 301 $49K
Evelyn Partners Investment Management Services Ltd 0.01% No change 278 $47K
Rexford Capital Inc. 0.04% Add +19.4% 277 $47K
Tsfg, LLC 0.01% No change 269 $46K
Financial Gravity Asset Management, Inc. 0.01% — 267 $46K
Cheviot Value Management, LLC 0.00% No change 300 $46K
Greykasell Wealth Strategies, Inc. 0.02% New 261 $45K
Vision Financial Markets LLC 0.04% Add +0.8% 256 $44K
Chesapeake Asset Management LLC 0.04% No change 250 $43K
Hartford Financial Management Inc. 0.01% No change 244 $42K
Advantage Trust Co 0.02% No change 230 $39K
Investors Research Corp 0.01% No change 225 $38K
Bell Investment Advisors, Inc 0.01% Reduce -8.4% 219 $37K
Trust Co 0.00% No change 210 $36K
Knott David M Jr 0.01% No change 210 $36K
Kelleher Financial Advisors 0.01% New 200 $34K
Comprehensive Financial Planning, Inc. 0.02% No change 200 $34K
Berbice Capital Management LLC 0.02% No change 200 $34K
Scarborough Advisors, LLC 0.01% No change 200 $34K
Wealth Preservation Advisors, LLC 0.02% No change 199 $34K
Highline Wealth Partners LLC 0.01% Add +35.2% 196 $33K
Hager Investment Management Services, LLC 0.02% Add +20.4% 195 $33K
Strive Asset Management, LLC 0.02% New 178 $30K
West Financial Advisors, LLC 0.01% No change 176 $30K
Redmont Wealth Advisors LLC 0.04% No change 173 $30K
Steph & Co. 0.01% Add +3.0% 169 $29K
Meeder Asset Management Inc. 0.00% Reduce -65.1% 165 $28K
Halbert Hargrove Global Advisors, LLC 0.00% Add +21.8% 162 $28K
CGC Financial Services, LLC 0.01% No change 162 $28K
Howard Hughes Medical Institute 0.02% No change 158 $27K
REAP Financial Group, LLC 0.01% New 151 $26K
Roxbury Financial LLC 0.02% Reduce -5.1% 150 $26K
Bay Harbor Wealth Management, LLC 0.01% Add +3.6% 145 $25K
Noble Wealth Management PBC 0.01% — 138 $24K
Raffa Wealth Management, LLC 0.00% Reduce -7.6% 134 $23K
Abound Wealth Management 0.01% No change 133 $23K
Creative Financial Designs Inc. 0.00% Add +0.8% 132 $23K
Valued Wealth Advisors LLC 0.01% No change 126 $22K
Ascentis Wealth Management, LLC 0.01% Reduce -35.7% 126 $22K
Ulland Investment Advisors, LLC 0.02% New 124 $21K
Goodman Advisory Group, LLC 0.01% New 120 $21K
Concord Wealth Partners 0.00% No change 119 $20K
AlphaQuest LLC 0.00% Reduce -83.9% 119 $20K
Cornerstone Planning Group LLC 0.00% Add +18.1% 137 $20K
Avion Wealth 0.00% Add +0.8% 122 $20K
Jackson, Grant Investment Advisers, Inc. 0.01% Add +0.9% 113 $19K
1 North Wealth Services LLC 0.01% No change 111 $19K
Painted Porch Advisors LLC 0.01% No change 111 $19K
Quarry LP 0.01% New 111 $19K
Transamerica Financial Advisors, LLC 0.00% New 111 $19K
Manning & Napier Advisors LLC 0.00% New 108 $18K
CBIZ Investment Advisory Services, LLC 0.00% Add +16.3% 107 $18K
MPWM Advisory Solutions, LLC 0.01% No change 106 $18K
Kilter Group LLC 0.01% Add +15.4% 105 $18K
FWL Investment Management, LLC 0.00% New 105 $18K
New Millennium Group LLC 0.01% No change 103 $18K
GGM Financial LLC 0.01% New 102 $17K
Mountain Hill Investment Partners Corp. 0.01% No change 100 $17K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 100 $17K
Dogwood Wealth Management LLC 0.01% Add +3.1% 100 $17K
Tidemark, LLC 0.01% No change 100 $17K
Tradewinds Capital Management, LLC 0.00% New 100 $17K
IAG Wealth Partners, LLC 0.00% No change 100 $17K
Essential Partners LLC 0.01% Add +2.1% 96 $16K
Winch Advisory Services, LLC 0.00% No change 94 $16K
Oakworth Capital, Inc. 0.00% No change 94 $16K
Hughes Financial Services, LLC 0.00% Add +2.9% 108 $16K
Kentucky Trust Co 0.01% No change 87 $15K
Palisade Asset Management, LLC 0.00% New 77 $13K
American Wealth Advisors, LLC 0.01% — 73 $12K
SWAN Capital LLC 0.01% Add +63.6% 72 $12K
Clayton Financial Group LLC 0.01% New 70 $12K
Marquette Asset Management, LLC 0.00% New 68 $12K
DT Investment Partners, LLC 0.00% No change 66 $11K
Mascoma Wealth Management LLC 0.00% No change 66 $11K
N.E.W. Advisory Services LLC 0.00% No change 65 $11K
Groupe la Francaise 0.00% New 67 $10K
Clark Wealth Partners 0.01% No change 63 $10K
Mowery & Schoenfeld Wealth Management, LLC 0.02% No change 56 $10K
Hanson & Doremus Investment Management 0.00% New 52 $9K
Dunhill Financial, LLC 0.00% Add +2.0% 51 $9K
Nvwm, LLC 0.00% Add +14.3% 48 $8K
HFM Investment Advisors, LLC 0.00% No change 47 $8K
Syntax Research, Inc. 0.00% Add +2.3% 45 $8K
Prestige Wealth Management Group LLC 0.00% No change 37 $6K
IMG Wealth Management, Inc. 0.00% No change 36 $6K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 36 $6K
Archer Investment Corp 0.00% No change 36 $6K
Pacifica Partners Inc. 0.00% New 34 $6K
Bangor Savings Bank 0.00% No change 31 $5K
Cedar Wealth Management, LLC 0.00% No change 30 $5K
Pacific Center for Financial Services 0.00% No change 29 $5K
MJT & Associates Financial Advisory Group, Inc. 0.00% New 28 $5K
Elevation Wealth Partners, LLC 0.00% New 28 $5K
Principia Wealth Advisory, LLC 0.00% Add +17.4% 27 $5K
Cranbrook Wealth Management, LLC 0.00% Reduce -70.0% 27 $5K
Financial Management Professionals, Inc. 0.00% No change 23 $4K
True Wealth Design, LLC 0.00% Reduce -4.5% 21 $4K
American Capital Advisory, LLC 0.00% Add +5.0% 21 $4K
S&T Bank 0.00% Reduce -30.0% 21 $4K
TD Capital Management LLC 0.00% No change 20 $3K
Trifecta Capital Advisors, LLC 0.00% No change 20 $3K
Quaker Wealth Management, LLC 0.00% No change 19 $3K
POM Investment Strategies, LLC 0.00% Add +280.0% 19 $3K
Granite FO LLC 0.00% No change 18 $3K
Wealth Watch Advisors, INC 0.00% New 18 $3K
Credit Industriel Et Commercial 0.00% Reduce -61.4% 17 $3K
WestEnd Advisors, LLC 0.00% No change 16 $3K
PayPay Securities Corp 0.10% Reduce -11.1% 16 $3K
Nova Wealth Management, Inc. 0.00% No change 15 $3K
Rialto Wealth Management, LLC 0.00% No change 14 $2K
Bare Financial Services, Inc 0.00% No change 12 $2K
Retirement Wealth Solutions LLC 0.00% New 11 $2K
Financial Network Wealth Advisors LLC 0.00% No change 10 $2K
Rakuten Securities, Inc. 0.00% No change 10 $2K
Cedar Mountain Advisors, LLC 0.00% New 10 $2K
Texas Capital Bancshares Inc 0.00% New 8 $1K
DecisionPoint Financial, LLC 0.00% No change 7 $1K
Tobam 0.00% New 6 $1K
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 5 $854
Quest 10 Wealth Builders, Inc. 0.00% No change 5 $824
Seneschal Advisors, LLC 0.00% New 4 $684
Chelsea Counsel Co. 0.00% New 3 $513
Breakwater Investment Management 0.00% New 3 $513
ROSS\JOHNSON & Associates LLC 0.01% No change 2 $342
Turning Point Benefit Group, Inc. 0.00% New 2 $336
Richard W. Paul & Associates, LLC 0.00% No change 1 $171
Winnacle Wealth LLC 0.00% New 1 $171
West Branch Capital LLC 0.00% No change 1 $171

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