BlackstoneBX

13F holders, Q1 2026 (March 31)
2,133holders −153
159new positions
308sold out
15famous investors
$114.93avg. 13F price*

At the end of Q1 2026, 2,133 institutions reported holding Blackstone Inc. (BX) in their 13F filings, down 153 from Q4 2025. 159 opened new positions and 308 sold out. The largest holders were BlackRock, Inc. ($6.1B), Vanguard Capital Management LLC ($5.6B) and Morgan Stanley ($3.7B). 15 famous investors held it, including Tom Gayner (1.2% of Markel Group's portfolio), David E. Shaw (0.4% of D. E. Shaw & Co.'s portfolio) and George Soros (0.4% of Soros Fund Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions159$850.6M
Exits308$1.4B

All 13F filers, Q4 2025 → Q1 2026: 71,677,468 shares bought and 51,296,456 shares sold, net +20,381,012 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,133 holders

BlackRock, Inc. 0.11% Add +2.5% 52,702,690 $6.1B
Vanguard Capital Management LLC 0.14% — 48,309,794 $5.6B
Morgan Stanley 0.23% Reduce -1.1% 32,494,438 $3.7B
State Street Corp. 0.13% Add +1.5% 32,027,701 $3.7B
Charles Schwab Investment Management Inc. 0.38% Add +390.8% 21,359,609 $2.5B
Geode Capital Management, LLC 0.13% Add +5.8% 18,317,778 $2.1B
Vanguard Portfolio Management LLC 0.10% — 16,037,998 $1.8B
JPMorgan Chase & Co. 0.12% Reduce -20.2% 15,928,310 $1.8B
Capital Research Global Investors 0.26% Add +131.0% 14,740,886 $1.7B
Bank of America Corp. 0.10% Add +3.5% 11,538,067 $1.3B
Goldman Sachs Group Inc. 0.11% Add +19.9% 7,513,400 $864.0M
UBS Group AG 0.15% Add +28.5% 7,463,536 $858.2M
Northern Trust Corp. 0.11% Reduce -0.4% 7,143,281 $821.4M
Capital World Investors 0.11% Reduce -40.1% 6,926,865 $796.5M
Wells Fargo & Company 0.13% Add +11.0% 5,566,780 $640.1M
Aristotle Capital Management, LLC 1.26% Reduce -4.4% 5,216,518 $599.9M
Legal & General Group Plc 0.13% Add +5.7% 4,890,077 $562.3M
Royal Bank of Canada 0.10% Reduce -43.4% 4,697,075 $540.1M
Bank of New York Mellon Corp 0.10% Add +8.0% 4,520,908 $519.9M
Janus Henderson Group PLC 0.24% Reduce -45.9% 4,466,274 $509.1M
Vanguard Fiduciary Trust Co. 0.13% — 4,310,130 $495.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% Reduce -1.8% 4,300,519 $494.5M
Neuberger Berman Group LLC 0.37% Add +9.8% 4,177,376 $480.4M
CIBC Bancorp USA Inc. 0.63% — 4,039,532 $464.8M
Capital International Investors 0.11% Add +6.3% 3,901,599 $448.6M
D. E. Shaw & Co. 0.37% Add +11912.7% 3,781,729 $434.9M
Barclays PLC 0.13% Add +28.5% 3,251,821 $373.9M
Fayez Sarofim & Co 0.94% Add +83.8% 3,179,857 $365.7M
Invesco Ltd. 0.04% Add +27.5% 3,111,980 $357.8M
Clearbridge Investments, LLC 0.31% Add +1438.6% 3,056,290 $351.4M
Deutsche Bank AG 0.10% Add +34.3% 2,736,078 $314.6M
Edgewood Management LLC 1.87% Reduce -56.3% 2,513,803 $289.1M
Focus Partners Wealth 0.32% Add +89.6% 2,510,528 $288.8M
Amundi 0.08% Reduce -9.8% 2,445,131 $281.2M
HighTower Advisors, LLC 0.29% Add +40.8% 2,383,661 $274.1M
Beck Mack & Oliver LLC 5.36% Add +5.1% 2,259,068 $259.8M
Nuveen, LLC 0.06% Add +0.7% 2,036,523 $234.2M
National Philanthropic Trust 2.42% Add +23.2% 1,975,576 $227.2M
Stifel Financial Corp. 0.21% Add +41.9% 1,948,494 $224.1M
Raymond James Financial Inc. 0.07% Add +3.7% 1,909,450 $219.6M
Van Eck Associates Corp. 0.15% Add +1028.0% 1,765,375 $203.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +8.5% 1,685,895 $193.9M
HSBC Holdings PLC 0.11% Reduce -7.1% 1,669,894 $191.7M
Vanguard Global Advisers, LLC 0.10% — 1,637,296 $188.3M
Sumitomo Mitsui Trust Group, Inc. 0.12% Reduce -3.8% 1,613,494 $185.5M
Ameriprise Financial Inc. 0.04% Add +8.2% 1,593,970 $184.9M
T. Rowe Price Associates Inc. 0.02% Reduce -10.6% 1,602,208 $184.2M
National Pension Service 0.14% Reduce -1.1% 1,600,728 $184.1M
Dimensional Fund Advisors LP 0.04% Add +8.0% 1,539,157 $177.0M
Lazard Asset Management LLC 0.29% Add +1.9% 1,509,211 $173.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.15% — 1,486,663 $171.0M
LPL Financial LLC 0.04% Add +13.0% 1,469,080 $168.9M
Renaissance Technologies 0.26% New 1,431,400 $164.6M
BNP Paribas Financial Markets 0.11% Reduce -6.1% 1,401,949 $161.2M
Worldquant Millennium Advisors LLC 0.62% Add +473.6% 1,395,240 $160.4M
Cryder Capital Partners LLP 10.45% Add +27.6% 1,391,293 $160.0M
Evercore Wealth Management, LLC 2.43% Add +2.2% 1,345,665 $154.7M
FMR LLC 0.01% Reduce -74.4% 1,337,444 $153.8M
Alliancebernstein L.P. 0.05% Add +15.6% 971,507 $149.7M
Rhumbline Advisers 0.13% Reduce -0.7% 1,275,696 $146.7M
Heard Capital LLC 7.33% Add +6.9% 1,232,890 $141.8M
Markel Group 1.18% No change 1,229,000 $141.3M
Citigroup Inc. 0.09% Add +24.3% 1,212,751 $139.5M
Blair William & Co. 0.39% Reduce -13.9% 1,178,612 $135.5M
Brown Advisory Inc. 0.22% Reduce -4.8% 1,177,958 $135.5M
Canada Pension Plan Investment Board 0.08% Add +12.9% 1,125,403 $129.4M
PNC Financial Services Group, Inc. 0.07% Reduce -3.8% 1,117,529 $128.5M
Rockefeller Capital Management L.P. 0.22% Add +29.8% 1,079,967 $124.2M
Ensign Peak Advisors, Inc 0.23% Add +7.7% 1,079,391 $124.1M
California State Teachers Retirement System 0.13% Reduce -2.3% 1,076,793 $123.8M
National Bank of Canada 0.12% Add +65.6% 1,025,999 $118.0M
Aberdeen Group plc 0.19% Add +37.9% 1,000,013 $115.0M
AQR Capital Management 0.05% Add +234.0% 962,980 $109.4M
Swiss Life Asset Management Ltd 0.51% Add +3.6% 904,014 $104.0M
Bank of Montreal 0.04% Reduce -14.3% 900,569 $103.6M
New York State Common Retirement Fund 0.14% Add +0.3% 891,020 $102.5M
Susquehanna International Group, LLP 0.13% Add +81.0% 882,657 $101.5M
Principal Financial Group Inc. 0.05% Add +4.2% 858,964 $98.8M
Bank of Nova Scotia 0.16% Add +92.0% 807,184 $92.8M
Marshall Wace, LLP 0.10% New 783,999 $90.2M
First Financial Bankshares Inc 1.81% Add +6.2% 780,212 $89.7M
Qube Research & Technologies Ltd 0.13% Add +467.0% 766,400 $88.1M
Janney Montgomery Scott LLC 0.22% Add +14.9% 760,325 $87.4M
Voloridge Investment Management, LLC 0.35% Add +312.7% 751,468 $86.4M
Jones Financial Companies LLLP 0.04% Add +447.0% 787,162 $85.1M
Natixis Advisors, LLC 0.11% Reduce -27.8% 716,554 $82.4M
Advisors Capital Management, LLC 0.97% Reduce -15.1% 711,265 $81.8M
Mirae Asset Global Investments Co., Ltd. 0.23% Add +379.5% 691,972 $79.6M
John & Kathleen Schreiber Foundation 80.13% Reduce -2.6% 679,426 $78.1M
Regents of the University of California 2.47% New 645,120 $74.2M
CANADA LIFE ASSURANCE Co 0.13% Add +12.3% 642,469 $74.1M
State Board of Administration of Florida Retirement System 0.14% No change 642,750 $73.9M
Citadel Advisors 0.05% Reduce -68.0% 621,582 $71.5M
Healthcare of Ontario Pension Plan Trust Fund 0.12% Reduce -5.8% 614,323 $70.6M
Adage Capital Partners Gp, L.L.C. 0.11% Reduce -7.0% 610,800 $70.2M
Douglas Lane & Associates, LLC 1.00% Reduce -1.9% 605,632 $69.6M
Cerity Partners LLC 0.10% Add +43.2% 603,398 $69.4M
Russell Investments Group, Ltd. 0.07% Reduce -2.2% 576,012 $65.9M
Aviva PLC 0.11% Add +2.2% 566,009 $65.1M
Fairview Capital Investment Management, LLC 3.45% Reduce -0.3% 552,810 $63.6M
New York State Teachers Retirement System 0.13% Add +0.0% 546,175 $62.8M
NewEdge Wealth, LLC 0.74% Reduce -24.8% 537,227 $61.8M
Commonwealth Equity Services, LLC 0.09% Reduce -9.1% 531,405 $61.1M
Two Sigma Investments, LP 0.05% New 511,363 $58.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.10% Reduce -14.2% 506,691 $58.3M
Crestwood Advisors Group, LLC 0.97% Reduce -0.2% 500,188 $57.5M
Whittier Trust Co. 0.64% Add +42.4% 504,190 $56.6M
Barr E S & Co. 3.28% Reduce -1.1% 489,660 $56.3M
Williams Jones Wealth Management, LLC. 0.68% Reduce -8.6% 482,767 $55.5M
Franklin Resources Inc. 0.01% Reduce -66.0% 476,415 $54.8M
Bowen Hanes & Co. Inc. 1.33% Add +9.7% 473,338 $54.4M
Mariner, LLC 0.06% Reduce -1.0% 461,328 $53.0M
Callodine Capital Management, LP 3.66% New 450,970 $51.9M
Sei Investments Co. 0.05% Add +3.6% 448,746 $51.6M
Nomura Asset Management International Inc. 0.09% Reduce -27.5% 444,189 $51.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Add +618.1% 441,253 $50.7M
Nomura Asset Management Co. Ltd. 0.13% Add +2.0% 430,536 $49.5M
Cetera Investment Advisers 0.05% Add +17.9% 427,819 $49.2M
Meitav Investment House Ltd. 0.53% Add +14.8% 421,630 $48.5M
Osaic Holdings, Inc. 0.07% Add +5.1% 417,134 $48.0M
Envestnet Asset Management Inc. 0.01% Add +30.8% 407,766 $46.9M
PFA Pension, Forsikringsaktieselskab 0.14% Reduce 0.0% 406,539 $46.7M
Walleye Trading LLC 0.96% Add +598.1% 405,703 $46.7M
Creative Planning 0.03% Add +3.8% 401,722 $46.2M
Pictet Asset Management Holding SA 0.05% Reduce -0.3% 400,979 $46.1M
State of Wisconsin Investment Board 0.10% Add +3.5% 395,464 $45.5M
Manufacturers Life Insurance Company, The 0.04% Reduce -6.9% 393,620 $45.3M
ARS Investment Partners, LLC 2.30% Add +57.9% 385,546 $44.3M
Chevy Chase Trust Holdings, LLC 0.13% Add +0.4% 377,762 $43.4M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.82% No change 376,390 $43.3M
Corient Private Wealth LP 0.06% Reduce -6.2% 394,035 $42.9M
Partners Group Holding AG 3.16% Add +11.3% 371,729 $42.7M
Vanguard Investments Australia, Ltd. 0.12% — 368,300 $42.4M
SG Americas Securities, LLC 0.05% Add +81.4% 367,766 $42.3M
Walnut Private Equity Partners, LLC 23.08% Add +3.1% 363,892 $41.8M
Toronto Dominion Bank 0.08% Add +11.7% 363,508 $41.8M
Fishman Jay A Ltd. 3.65% Reduce -0.9% 355,537 $40.9M
Credit Agricole S A 0.13% Reduce -57.8% 352,536 $40.5M
Jane Street Group, LLC 0.04% Reduce -78.8% 350,781 $40.3M
Prudential Financial Inc. 0.05% Reduce -1.1% 349,492 $40.2M
Ieq Capital, LLC 0.19% Add +48.6% 347,248 $39.9M
MFF Capital Investments Ltd 2.61% Add +31.9% 345,251 $39.7M
Country Trust Bank 0.74% Add +24.9% 339,487 $39.0M
APG Asset Management N.V. 0.12% Add +0.2% 383,063 $38.2M
Randolph Co Inc 3.62% Add +0.9% 329,389 $37.9M
Coalescence Partners Investment Management, LP 8.12% New 326,626 $37.6M
Capital Fund Management S.A. 0.34% Reduce -20.8% 326,355 $37.5M
Woodline Partners LP 0.14% Add +4.7% 325,140 $37.4M
Victory Capital Management Inc. 0.02% Add +36.2% 318,423 $36.6M
Treasurer of the State of North Carolina 0.11% Add +2.2% 317,556 $36.5M
J. L. Bainbridge & Co., Inc. 3.25% Add +74.2% 313,105 $36.0M
Kimelman & Baird, LLC 2.96% Reduce -0.3% 312,666 $36.0M
Cibc World Market Inc. 0.06% Add +84.2% 311,487 $35.8M
Asset Management One Co., Ltd. 0.11% Reduce -9.5% 310,628 $35.7M
TD Asset Management Inc 0.03% Add +6.6% 304,266 $35.0M
Mitsubishi UFJ Trust & Banking Corp 0.09% Add +1.4% 304,205 $35.0M
Public Employees Retirement System of Ohio 0.11% Add +0.2% 302,036 $34.7M
Allspring Global Investments Holdings, LLC 0.06% Add +20.9% 301,172 $34.4M
Jain Global LLC 0.47% Reduce -20.9% 298,080 $34.3M
TD Waterhouse Canada Inc. 0.10% Add +26.3% 295,840 $33.8M
Stephens Inc. 0.42% Reduce -1.5% 291,762 $33.6M
Cambridge Investment Research Advisors, Inc. 0.09% Add +7.9% 289,405 $33.3M
Howard Capital Management Group, LLC 2.19% Add +2.4% 287,124 $33.0M
Natixis 0.13% Add +46.1% 286,928 $33.0M
Danske Bank A/S 0.08% Reduce -1.9% 286,356 $32.9M
Allen Investment Management, LLC 0.41% Reduce -9.4% 286,132 $32.9M
Compagnie Lombard Odier SCmA 0.40% Reduce -26.0% 284,578 $32.7M
Trexquant Investment LP 0.24% Add +233.2% 282,672 $32.5M
Fifth Third Bancorp 0.06% Add +290.2% 280,117 $32.2M
State of Tennessee, Department of Treasury 0.11% Add +1.7% 279,147 $32.1M
KBC Group NV 0.08% Reduce -41.0% 273,901 $31.5M
Handelsbanken Fonder AB 0.10% Reduce -0.7% 273,058 $31.4M
KLP Kapitalforvaltning As 0.12% Add +2.4% 272,400 $31.3M
Kestra Advisory Services, LLC 0.12% Add +19.4% 267,390 $30.7M
Gotham Asset Management 0.09% Add +1014.4% 264,769 $30.4M
Schroder Investment Management Group 0.02% Reduce -22.1% 270,669 $30.2M
CIBC Asset Management Inc 0.07% Add +2.5% 255,595 $29.4M
Chicago Partners Investment Group LLC 0.65% Add +1.3% 224,085 $29.1M
State of New Jersey Common Pension Fund D 0.11% No change 252,627 $29.0M
Adell Harriman & Carpenter Inc. 1.76% Reduce -1.7% 251,002 $28.9M
Capital Advisors Inc. 0.46% Add +48.2% 249,625 $28.7M
Prospera Financial Services Inc 0.46% Add +4.9% 248,639 $28.6M
Silvercrest Asset Management Group LLC 0.21% Reduce -0.1% 247,392 $28.4M
Aureus Asset Management, LLC 1.89% Reduce -1.6% 246,989 $28.4M
Midwest Trust Co 0.35% Add +30.8% 246,976 $28.4M
Private Advisor Group, LLC 0.13% Add +3.7% 244,376 $28.1M
Empowered Funds, LLC 0.18% Add +60.6% 242,487 $27.9M
Quantinno Capital Management LP 0.05% Add +3.4% 242,340 $27.9M
DNB Asset Management AS 0.10% Reduce -8.3% 241,474 $27.8M
Highlander Partners, L.P. 10.74% Reduce -2.2% 238,600 $27.4M
Storebrand Asset Management As 0.08% Reduce -15.3% 237,387 $27.3M
Lansforsakringar Fondforvaltning AB (publ) 0.14% Add +0.3% 236,557 $27.2M
Sequoia Financial Advisors, LLC 0.15% Add +13.0% 233,387 $26.8M
Swedbank AB 0.03% Add +0.0% 231,329 $26.6M
Millennium Management 0.02% Reduce -57.5% 229,238 $26.4M
CapitalatWork S.A. 0.78% No change 228,165 $26.2M
Moody LYNN Lieberson & Walker, LLC 1.47% Reduce -18.4% 227,372 $26.1M
Resona Asset Management Co.,Ltd. 0.13% Add +3.4% 227,440 $26.0M
Brookfield Corp 0.03% New 225,542 $25.9M
Bahl & Gaynor LLC 0.13% Reduce -0.5% 223,124 $25.7M
Clearstead Advisors, LLC 0.23% Add +216.6% 219,930 $25.3M
Tredje AP-fonden 0.14% New 219,375 $25.2M
Korea Investment CORP 0.05% Reduce -23.9% 215,983 $24.8M
Baldwin Wealth Partners LLC 1.80% Reduce -7.9% 214,889 $24.7M
Public Sector Pension Investment Board 0.08% Add +13.3% 212,999 $24.5M
Saba Capital Management, L.P. 0.79% New 211,134 $24.3M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -49.8% 233,763 $24.1M
KCM Investment Advisors LLC 0.80% Reduce -1.5% 209,212 $24.1M
Captrust Financial Advisors 0.04% Add +14.2% 208,592 $24.0M
MetLife Investment Management, LLC 0.12% Reduce -2.1% 208,301 $24.0M
Rothschild Investment LLC 1.23% Add +4.7% 205,139 $23.6M
Sanctuary Advisors, LLC 0.13% Add +8.4% 204,262 $23.5M
Czech National Bank 0.15% Add +4.7% 203,902 $23.4M
Xponance LLC 0.17% Add +9.1% 203,535 $23.4M
Arizona State Retirement System 0.14% Reduce -1.9% 202,374 $23.3M
Destination Wealth Management 0.60% Add +6.6% 199,657 $23.0M
Commerce Bank 0.11% Reduce -37.6% 197,584 $22.7M
Federation des caisses Desjardins du Quebec 0.08% Add +17.3% 196,770 $22.6M
State of Michigan Retirement System 0.12% Add +1.2% 195,600 $22.5M
Border to Coast Pensions Partnership Ltd 0.38% Add +21.9% 195,000 $22.5M
BW Gestao de Investimentos Ltda. 1.00% Add +31.5% 195,580 $22.5M
Pinnacle Associates Ltd. 0.29% Reduce -0.1% 195,249 $22.5M
Capital International, Inc. 0.17% Add +68.2% 194,948 $22.4M
Integrated Advisors Network LLC 1.17% Reduce -11.8% 193,739 $22.3M
Truist Financial Corp. 0.03% Reduce -13.1% 193,228 $22.2M
Archon Partners LLC 2.59% No change 190,000 $21.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +0.8% 189,079 $21.7M
Whittier Trust Co. of Nevada Inc. 0.45% Add +39.8% 193,186 $21.7M
Rafferty Asset Management, LLC 0.09% Reduce -19.2% 184,393 $21.2M
STRS Ohio 0.08% Reduce -5.1% 183,287 $21.1M
&partners 0.10% Add +68.7% 182,664 $21.1M
DekaBank Deutsche Girozentrale 0.03% No change 180,044 $21.1M
Guggenheim Capital LLC 0.17% Reduce -2.9% 182,186 $20.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.11% Add +48.0% 176,522 $20.3M
Northeast Investment Management 0.84% Reduce -15.2% 176,004 $20.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.10% Add +1.5% 174,401 $20.1M
Soros Fund Management 0.37% New 173,489 $19.9M
North Star Investment Management Corp. 1.19% Add +6.2% 170,012 $19.5M
Welch Capital Partners LLC 4.37% No change 168,826 $19.4M
TCTC Holdings, LLC 0.55% Add +603.7% 167,241 $19.2M
Torray Investment Partners LLC 2.98% Add +18.4% 165,160 $19.0M
Enstar Group LTD 8.70% No change 164,428 $18.9M
First Long Island Investors, LLC 1.53% Reduce -0.3% 164,312 $18.9M
Allianz Asset Management GmbH 0.02% Add +39.0% 162,861 $18.7M
ProShare Advisors LLC 0.03% Reduce -2.9% 160,158 $18.4M
Gabelli Funds LLC 0.13% Add +2.5% 159,193 $18.3M
Retirement Systems of Alabama 0.06% Add +1.2% 158,990 $18.3M
Equitable Holdings, Inc. 0.12% Add +37.0% 131,247 $18.3M
Amalgamated Bank 0.14% Reduce -4.3% 156,761 $18.0M
Edgemoor Investment Advisors, Inc. 1.42% Add +1.8% 156,613 $18.0M
Group One Trading LLC 0.59% New 155,114 $17.8M
SEB Asset Management AB 0.08% — 153,419 $17.6M
Baird Financial Group, Inc. 0.03% Add +3.4% 153,210 $17.6M
O'shaughnessy Asset Management, LLC 0.09% Add +14.3% 152,469 $17.5M
Voya Investment Management LLC 0.02% Reduce -69.8% 152,109 $17.5M
CI Investments Inc. 0.08% Reduce -4.5% 148,546 $17.1M
Foundations Investment Advisors, LLC 0.21% Add +26.7% 148,197 $17.0M
Varma Mutual Pension Insurance Co 0.10% No change 146,100 $16.8M
First Manhattan Co. Llc. 0.05% Reduce -0.3% 144,347 $16.6M
Tudor Investment Corporation 0.09% New 144,275 $16.6M
D.A. Davidson & Co. 0.10% Reduce -3.7% 143,525 $16.5M
IFM Investors Pty Ltd 0.14% Add +4.0% 143,467 $16.5M
Cullen/Frost Bankers, Inc. 0.19% Add +0.4% 142,611 $16.4M
Texas Yale Capital Corp. 0.46% Reduce -0.3% 141,494 $16.3M
Teacher Retirement System of Texas 0.07% Add +6.5% 141,171 $16.2M
Cresset Asset Management, LLC 0.07% Add +7.9% 138,993 $16.0M
Waverly Advisors, LLC 0.12% Add +8.5% 138,051 $15.9M
Moran Wealth Management, LLC 0.48% Reduce -3.6% 136,173 $15.7M
Mercer Global Advisors Inc. 0.02% Reduce -34.6% 136,046 $15.6M
Chilton Investment Co. Inc. 0.36% Reduce -17.5% 135,118 $15.5M
Sanders Morris Harris LLC 2.47% New 132,944 $15.3M
Oppenheimer & Co. Inc. 0.19% Add +4.0% 132,898 $15.3M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -54.3% 132,177 $15.2M
Choreo, LLC 0.19% Add +3.1% 131,619 $15.1M
TIAA Wealth Investment Management LLC 0.12% — 131,383 $15.1M
Man Group plc 0.03% Add +1749.4% 131,325 $15.1M
US Bancorp \de 0.02% Reduce -11.7% 130,809 $15.0M
Fred Alger Management, LLC 0.07% Add +84.0% 130,333 $15.0M
Capitolis Liquid Global Markets LLC 0.10% — 130,000 $14.9M
Perryman Financial Advisory Inc. 2.24% Add +0.7% 129,727 $14.9M
Daiwa Securities Group Inc. 0.04% Add +4.4% 128,982 $14.8M
Amplius Wealth Advisors, LLC 1.23% Add +1.5% 128,696 $14.8M
Leavell Investment Management, Inc. 0.60% Reduce -9.8% 127,956 $14.7M
Strategic Wealth Partners, Ltd. 1.02% Add +50.1% 127,915 $14.7M
Vantage Investment Partners, LLC 1.01% Add +38.9% 127,062 $14.6M
Evelyn Partners Investment Management LLP 0.40% Reduce -17.1% 126,850 $14.6M
Thrivent Financial for Lutherans 0.03% Add +118.0% 126,264 $14.5M
Capstone Investment Advisors, LLC 0.16% Add +143.3% 125,947 $14.5M
Quadrature Capital Ltd 0.17% New 125,409 $14.4M
Engineers Gate Manager LP 0.18% New 124,613 $14.3M
USS Investment Management Ltd 0.06% Add +5.1% 123,861 $14.2M
Nisa Investment Advisors, LLC 0.05% Reduce -6.0% 123,361 $14.2M
Concurrent Investment Advisors, LLC 0.15% Add +7.5% 120,926 $13.9M
Utah Retirement Systems 0.14% Reduce -0.7% 120,548 $13.9M
Fort Sheridan Advisors LLC 1.67% Add +6.9% 120,091 $13.8M
SouthState Bank Corp 0.64% Add +1.4% 118,707 $13.7M
Princeton Global Asset Management LLC 2.21% Add +5.2% 117,921 $13.6M
WASHINGTON TRUST Co 0.46% Reduce -2.6% 117,243 $13.5M
Aquatic Capital Management LLC 0.38% Add +227.3% 116,220 $13.4M
Stratos Wealth Advisors, LLC 0.82% Add +3.6% 116,071 $13.3M
QRG Capital Management, Inc. 0.14% Add +2.3% 115,229 $13.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +54.7% 115,329 $13.2M
Kids Capital Management, L.P. 12.51% No change 115,000 $13.2M
GAMCO Investors 0.13% Add +0.1% 114,780 $13.2M
Police & Firemen's Retirement System of New Jersey 0.11% Add +1.1% 114,757 $13.2M
Mirador Capital Partners LP 1.81% Add +1.8% 111,032 $12.8M
Wellington Shields Capital Management, LLC 1.91% Reduce -29.1% 110,374 $12.7M
Longfellow Investment Management Co. LLC 2.64% Add +1147.8% 110,072 $12.7M
Mackenzie Financial Corp. 0.01% Reduce -88.2% 108,815 $12.5M
Elo Mutual Pension Insurance Co 0.21% Add +29.4% 108,595 $12.5M
Ancora Advisors LLC 0.26% Add +45.4% 107,890 $12.4M
Calamos Advisors LLC 0.06% Add +14.9% 107,620 $12.4M
Rakuten Investment Management, Inc. 0.03% Add +14.2% 110,871 $12.4M
Pathstone Holdings, LLC 0.05% Add +11.7% 106,738 $12.3M
Atlantic Union Bankshares Corp 0.24% Add +2.0% 106,620 $12.3M
Canal Capital Management, LLC 1.64% Add +17.7% 105,645 $12.1M
NEOS Investment Management LLC 0.06% Add +4.8% 105,508 $12.1M
IMC-Chicago, LLC 0.18% Add +270.9% 105,309 $12.1M
Parsons Capital Management Inc. 0.55% Add +2.2% 105,029 $12.1M
Fidelity National Financial, Inc. 0.44% No change 105,000 $12.1M
New York Life Investment Management LLC 0.10% Add +2.7% 103,894 $11.9M
Macquarie Group Ltd. 0.07% Reduce -26.9% 103,842 $11.9M
Appleton Partners Inc. 0.82% Add +3.3% 102,007 $11.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% Reduce -22.2% 101,771 $11.7M
Maven Securities LTD 0.68% New 101,381 $11.6M
Entropy Technologies, LP 0.53% Add +605.8% 100,845 $11.6M
Jamison Private Wealth Management, Inc. 1.45% Add +2.8% 100,422 $11.5M
Neville Rodie & Shaw Inc. 0.83% Reduce -13.1% 99,740 $11.5M
Wealthfront Advisers LLC 0.02% Add +29.5% 98,466 $11.3M
MML Investors Services, LLC 0.03% Reduce -39.6% 98,063 $11.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.09% Add +1.6% 96,150 $11.1M
Colonial Trust Advisors 0.85% Add +2.9% 94,650 $10.9M
Baron Capital (BAMCO) 0.03% Reduce -83.7% 94,599 $10.9M
Jacobson & Schmitt Advisors, LLC 1.97% Add +4.5% 94,550 $10.9M
Nissay Asset Management Corp. /Japan 0.06% Add +1.6% 94,384 $10.9M
Yarbrough Capital, LLC 0.38% No change 94,255 $10.8M
Public Employees Retirement Association of Colorado 0.04% Add +0.0% 94,085 $10.8M
Scotia Capital Inc. 0.04% Reduce -1.3% 93,500 $10.8M
Tranquility Partners, LLC 4.02% Add +14.3% 92,292 $10.7M
PensionDanmark Pensionsforsikringsaktieselskab 0.10% Reduce -10.8% 92,050 $10.6M
Lalia Capital, LLC 6.61% New 91,047 $10.5M
Sargent Investment Group, LLC 1.38% Add +0.9% 90,915 $10.5M
Bleichroeder LP 1.81% No change 90,750 $10.4M
11 Capital Partners LP 3.38% Reduce -5.1% 90,726 $10.4M
NewEdge Advisors, LLC 0.04% Reduce -14.9% 90,619 $10.4M
Spinecap SAS 3.82% Add +33.3% 90,534 $10.4M
Consolidated Investment Group LLC 1.13% Add +8.6% 90,439 $10.4M
Kamunting Street Capital Management, L.P. 5.68% New 90,000 $10.3M
Cwm, LLC 0.03% Add +18.1% 89,727 $10.3M
Becker Capital Management Inc. 0.30% Reduce -0.8% 89,608 $10.3M
M&T Bank Corp 0.03% Reduce -5.8% 89,519 $10.3M
American Century Companies Inc. 0.01% Add +7.0% 89,101 $10.2M
Manning & Napier Advisors LLC 0.14% New 88,740 $10.2M
Vanguard Personalized Indexing Management, LLC 0.10% Reduce -12.4% 88,457 $10.2M
Pinnacle Financial Partners, Inc. 0.08% Add +1.4% 88,147 $10.1M
United Capital Financial Advisors, LLC 0.06% Reduce -0.2% 87,690 $10.1M
Exchange Traded Concepts, LLC 0.08% Add +823.9% 87,648 $10.1M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.66% No change 87,585 $10.1M
Parallax Volatility Advisers, L.P. 0.56% New 78,056 $10.0M
Adalta Capital Management LLC 4.77% Reduce -0.8% 86,721 $10.0M
Danica Pension, Livsforsikringsaktieselskab 0.19% New 86,004 $9.9M
Oregon Public Employees Retirement Fund 0.13% Add +1.4% 85,737 $9.9M
St Germain D J Co. Inc. 0.38% Reduce -7.2% 84,388 $9.7M
Embree Financial Group 1.14% Add +18.4% 84,281 $9.7M
Bragg Financial Advisors, Inc 0.31% Add +11.6% 84,108 $9.7M
Bulltick Wealth Management, LLC 2.13% Add +104.2% 83,800 $9.6M
Burling Wealth Partners, LLC 1.55% Reduce -10.7% 83,266 $9.6M
Lido Advisors, LLC 0.04% Reduce -26.4% 82,522 $9.5M
Cozad Asset Management Inc. 0.75% Reduce -0.8% 82,514 $9.5M
Apollon Wealth Management, LLC 0.15% Reduce -37.5% 82,398 $9.5M
Steward Partners Investment Advisory, LLC 0.05% Reduce -18.6% 82,329 $9.5M
GFG Capital, LLC 3.00% Add +52.5% 81,607 $9.4M
Welch Group, LLC 0.35% Add +20.6% 80,773 $9.3M
Gillson Capital LP 0.76% Reduce -39.2% 80,600 $9.3M
Mutual of America Capital Management LLC 0.10% Add +0.4% 79,638 $9.2M
Guardian Investment Management 7.21% No change 79,429 $9.1M
World Investment Advisors 0.15% Reduce -1.4% 78,693 $9.0M
Private Capital Advisors, Inc. 1.03% Reduce -1.8% 78,047 $9.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.06% Reduce -27.5% 78,178 $9.0M
Red Door Wealth Management, LLC 0.93% Add +1.1% 77,663 $8.9M
Wellington Management Group LLP 0.00% Reduce -28.8% 77,544 $8.9M
Allstate Corp. 0.10% Add +40.4% 77,370 $8.9M
Yousif Capital Management, LLC 0.10% Reduce -2.3% 76,676 $8.8M
Harbour Trust & Investment Management Co 0.92% Add +4.8% 75,786 $8.7M
B & T Capital Management DBA Alpha Capital Management 1.26% Add +27.8% 75,480 $8.7M
Nordea Investment Management AB 0.01% Add +6.2% 77,172 $8.7M
Voleon Capital Management LP 0.19% Add +5021.8% 75,085 $8.6M
Arkadios Wealth Advisors 0.14% Add +34.1% 75,028 $8.6M
OP Asset Management Ltd 0.09% Reduce -6.8% 74,945 $8.6M
State of Alaska, Department of Revenue 0.09% Add +0.7% 74,436 $8.6M
Community Bank & Trust, Waco, Texas 1.69% Reduce -0.5% 74,152 $8.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -96.1% 73,952 $8.5M
Argent Trust Co 0.29% Add +1.6% 73,781 $8.5M
Cornerstone Wealth Management, LLC 0.42% Add +27.3% 73,747 $8.5M
Horizon Investments, LLC 0.09% Add +154.1% 73,492 $8.4M
Strategic Wealth Investment Group, LLC 1.06% Add +15.2% 72,669 $8.4M
CWA Asset Management Group, LLC 0.29% Reduce -6.6% 72,641 $8.4M
Narwhal Capital Management 0.62% Add +1.1% 72,533 $8.3M
Meyer Handelman Co. 0.26% Reduce -1.4% 72,157 $8.3M
Howland Capital Management LLC 0.33% Reduce -13.6% 71,742 $8.2M
Allen Capital Group, LLC 0.74% Add +24.9% 71,739 $8.2M
Havemeyer Place LP 0.95% Add +397.6% 71,612 $8.2M
Griffin Asset Management, Inc. 0.93% Reduce -18.5% 71,537 $8.2M
Beacon Pointe Advisors, LLC 0.04% Add +97.6% 71,148 $8.2M
Robertson Stephens Wealth Management, LLC 0.23% Add +7.0% 70,461 $8.1M
CenterBook Partners LP 0.43% Add +2847.4% 70,355 $8.1M
Marietta Wealth Management, LLC 0.95% Add +12.5% 69,554 $8.0M
Jackson Wealth Management, LLC 0.82% Add +2.4% 69,472 $8.0M
Evergreen Capital Management LLC 0.17% Add +147.8% 69,033 $7.9M
Rheos Capital Works Inc. 0.53% No change 68,500 $7.9M
Eurizon Capital SGR S.p.A. 0.02% Reduce -22.3% 68,476 $7.8M
one8zero8, LLC 1.74% Add +0.2% 67,730 $7.8M
Summit Financial, LLC 0.10% Add +15.7% 67,708 $7.8M
Account Management LLC 8.48% Reduce -0.7% 67,281 $7.7M
MUFG Securities EMEA plc 0.12% Add +0.6% 67,194 $7.7M
SFE Investment Counsel 1.23% Add +27.1% 66,700 $7.7M
Kestra Private Wealth Services, LLC 0.09% Add +1.2% 66,525 $7.6M
First Fiduciary Investment Counsel, Inc. 1.53% Reduce -0.6% 66,204 $7.6M
J.W. Cole Advisors, Inc. 0.25% Add +1.0% 65,622 $7.5M
Caption Management, LLC 0.37% New 65,200 $7.5M
Chesley Taft & Associates LLC 0.31% Reduce -28.1% 64,873 $7.5M
Hedeker Wealth, LLC 1.57% Add +55.6% 64,669 $7.4M
Old National Bancorp 0.12% Add +32.3% 64,294 $7.4M
Ethic Inc. 0.11% Reduce -12.1% 63,414 $7.3M
EverSource Wealth Advisors, LLC 0.22% Add +12.5% 62,997 $7.2M
Ellis Investment Partners, LLC 1.26% Add +15.0% 62,991 $7.2M
Integrated Wealth Concepts LLC 0.06% Add +127.0% 62,990 $7.2M
Stratos Wealth Partners, LTD. 0.08% Reduce -15.1% 62,726 $7.2M
Jump Financial, LLC 0.12% Add +1697.3% 61,539 $7.1M
Susquehanna Fundamental Investments, LLC 0.26% Reduce -66.2% 61,450 $7.1M
Vise Technologies, Inc. 0.14% No change 45,826 $7.1M
Andra AP-fonden 0.08% Add +265.5% 61,400 $7.1M
Point Windward Advisors Inc. 3.58% Add +102.7% 61,385 $7.1M
Garrison Bradford & Associates Inc. 7.98% Reduce -3.0% 61,323 $7.1M
Naples Global Advisors, LLC 0.51% Add +34.1% 61,059 $7.0M
Q Global Advisors, LLC 6.83% Add +378.7% 61,000 $7.0M
Mgo One Seven LLC 0.14% Add +44.2% 60,931 $7.0M
UniSuper Management Pty Ltd 0.05% Add +6.7% 60,770 $7.0M
EFG International AG 0.15% Reduce -1.5% 60,583 $7.0M
Walleye Capital LLC 0.05% Add +61.1% 60,160 $6.9M
Diversify Wealth Management, LLC 0.12% Add +107.9% 57,552 $6.9M
Cottage Street Advisors LLC 2.98% Reduce -2.3% 59,878 $6.9M
Investment Management Corp of Ontario 0.09% Reduce -8.1% 59,766 $6.9M
Perigon Wealth Management, LLC 0.12% Reduce -1.8% 59,473 $6.8M
Landscape Capital Management, L.L.C. 0.43% Add +280.1% 59,318 $6.8M
Farther Finance Advisors, LLC 0.06% Add +21.9% 59,317 $6.8M
Alberta Investment Management Corp 0.05% Add +65.3% 58,700 $6.7M
MAI Capital Management 0.04% Reduce -7.7% 58,677 $6.7M
DAVENPORT & Co LLC 0.04% Add +1.9% 57,876 $6.7M
McIntyre Freedman & Flynn Investment Advisers Inc. 3.75% Reduce -0.5% 57,535 $6.6M
Teachers Retirement System of the State of Kentucky 0.05% No change 57,063 $6.6M
Gulf International Bank (UK) Ltd 0.15% Add +56.4% 57,038 $6.6M
Pacer Advisors, Inc. 0.02% Reduce -1.9% 57,024 $6.6M
Tidal Investments LLC 0.02% Add +69.1% 57,002 $6.6M
Turtle Creek Wealth Advisors, LLC 0.49% Add +35.8% 56,803 $6.5M
Envestnet Portfolio Solutions, Inc. 0.04% Add +18.5% 56,517 $6.5M
Kavar Capital Partners Group, LLC 0.81% Reduce -1.2% 56,369 $6.5M
Merit Financial Group, LLC 0.05% Add +0.9% 56,013 $6.4M
First Trust Advisors LP 0.00% Reduce -75.7% 55,821 $6.4M
Focused Wealth Management, Inc 0.67% Add +9.9% 55,800 $6.4M
UMB Bank, n.a. 0.09% Reduce -5.9% 55,705 $6.4M
ASR Vermogensbeheer N.V. 0.08% Add +1.8% 55,629 $6.4M
Blue Zone Wealth Advisors, LLC 1.30% Add +0.1% 55,483 $6.4M
MassMutual Private Wealth & Trust, FSB 0.17% Add +7.4% 55,238 $6.4M
Moors & Cabot, Inc. 0.27% Add +4.7% 54,418 $6.3M
Ossiam 0.11% Add +962.8% 54,330 $6.2M
Incline Global Management LLC 2.44% New 54,122 $6.2M
B. Riley Wealth Advisors, Inc. 0.40% Add +34.5% 55,261 $6.2M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.46% Add +9.5% 53,215 $6.1M
Arrow Capital Management, LLC 4.24% Reduce -33.5% 53,176 $6.1M
Proactive Wealth Strategies LLC 1.15% Add +123.6% 53,095 $6.1M
TCV Trust & Wealth Management, Inc. 0.51% Add +2559.7% 53,060 $6.1M
Royal Fund Management, LLC 0.58% Reduce -14.7% 52,876 $6.1M
Bradley Foster & Sargent Inc. 0.09% Reduce -8.1% 52,894 $6.1M
Bell Bank 0.26% New 52,871 $6.1M
Assetmark, Inc. 0.01% Reduce -20.5% 52,853 $6.1M
Venture Visionary Partners LLC 0.20% Add +20.3% 52,724 $6.1M
O'ROURKE & COMPANY, Inc 2.38% Reduce -2.2% 52,369 $6.0M
Peapack Gladstone Financial Corp. 0.08% Reduce -13.2% 52,283 $6.0M
Ibex Wealth Advisors 0.56% Add +8.7% 52,007 $6.0M
SIH Partners, LLLP 0.18% New 52,000 $6.0M
Hamilton Capital Partners Inc. 0.20% Add +45.1% 51,942 $6.0M
Avanza Fonder AB 0.17% Reduce -0.9% 51,935 $6.0M
F/m Investments LLC 0.40% Reduce -23.9% 51,821 $6.0M
Snowden Capital Advisors LLC 0.16% Reduce -12.8% 51,598 $5.9M
Independent Advisor Alliance 0.06% Reduce -18.5% 51,047 $5.9M
BigSur Wealth Management LLC 1.65% Reduce -1.1% 51,005 $5.9M
Golden State Wealth Management, LLC 0.64% Add +0.2% 50,814 $5.8M
Caldwell Trust Co 0.51% Add +2.2% 49,932 $5.7M
Lighthouse Investment Partners, LLC 0.22% New 49,868 $5.7M
Nomura Holdings Inc. 0.05% Add +6.1% 49,854 $5.7M
Montaka Global Pty Ltd 3.40% Reduce -39.8% 49,481 $5.7M
Clear Harbor Asset Management, LLC 0.39% Add +18.1% 48,930 $5.6M
1832 Asset Management L.P. 0.01% Reduce -0.6% 48,796 $5.6M
Grange Capital, LLC 5.54% Reduce -0.5% 48,372 $5.6M
Advisory Services Network, LLC 0.07% Add +11.1% 48,228 $5.5M
Coastal Bridge Advisors, LLC 0.39% Reduce -1.0% 48,163 $5.5M
HB Wealth Management, LLC 0.04% Reduce -7.4% 48,138 $5.5M
Callan Family Office, LLC 0.13% Reduce -29.1% 48,038 $5.5M
Nicholas Company, Inc. 0.11% No change 47,910 $5.5M
Baxter Bros Inc. 0.68% Add +77.8% 47,715 $5.5M
Marble Wealth, LLC 0.96% Add +0.6% 47,671 $5.5M
Glenmede Trust Co. NA 0.03% Add +2.5% 47,380 $5.4M
Lake Street Private Wealth, LLC 0.69% Add +7.1% 47,124 $5.4M
Caisse de depot et placement du Quebec 0.01% Add +88.0% 47,000 $5.4M
William Blair Investment Management, LLC 0.02% Add +0.1% 46,877 $5.4M
Candriam S.C.A. 0.03% Add +6.8% 46,852 $5.4M
Ilmarinen Mutual Pension Insurance Co 0.04% Reduce -32.6% 46,500 $5.3M
Fiduciary Group, LLC 0.46% Add +0.3% 46,397 $5.3M
Levin Capital Strategies, L.P. 0.41% Add +3029.0% 46,309 $5.3M
Abn Amro Investment Solutions 0.07% Reduce -34.9% 46,193 $5.3M
Atom Investors LP 0.38% New 45,877 $5.3M
Citizens Financial Group Inc. 0.07% Add +0.2% 45,869 $5.3M
Granite Bay Wealth Management, LLC 1.12% Add +33.5% 45,645 $5.3M
Norinchukin Bank, The 0.06% Add +1.7% 45,641 $5.2M
Waldron Private Wealth LLC 0.20% Reduce -7.7% 45,417 $5.2M
Mizuho Securities USA LLC 0.12% Reduce -15.8% 45,262 $5.2M
Stamos Capital Partners, L.P. 0.81% Add +86.2% 45,069 $5.2M
Flossbach Von Storch SE 0.02% No change 45,000 $5.2M
Uhlmann Price Securities, LLC 0.35% Add +12.7% 44,989 $5.2M
SCS Capital Management LLC 0.05% Add +15.1% 44,189 $5.1M
U.S. Capital Wealth Advisors, LLC 0.13% Add +26.6% 44,007 $5.1M
Triangle Securities Wealth Management 1.14% Add +1.0% 43,807 $5.0M
Great Lakes Retirement, Inc. 0.52% Add +92.1% 43,616 $5.0M
Royal London Asset Management Ltd. 0.01% Reduce -71.7% 43,088 $5.0M
Fortis Capital Management LLC 0.66% New 42,989 $4.9M
Privium Fund Management (UK) Ltd 2.49% New 45,400 $4.9M
Polar Capital Holdings Plc 0.02% Reduce -25.5% 42,453 $4.9M
Vestcor Inc 0.13% Add +35.0% 42,433 $4.9M
Glassy Mountain Advisors, Inc. 1.51% Add +4.5% 42,351 $4.9M
Osmosis Investment Management UK Ltd 0.13% Add +44.2% 42,232 $4.9M
Allworth Financial LP 0.02% Reduce -8.5% 42,042 $4.8M
Greenwich Wealth Management LLC 0.20% Reduce -0.3% 41,776 $4.8M
Colonial Trust Co / SC 0.65% Add +0.8% 41,695 $4.8M
Advisors Asset Management, Inc. 0.08% Reduce -27.1% 41,376 $4.8M
Covington Investment Advisors Inc. 0.69% Reduce -3.4% 41,071 $4.7M
Brown Brothers Harriman & Co. 0.03% Add +7.0% 40,982 $4.7M
Bessemer Group Inc. 0.01% Reduce -94.0% 40,911 $4.7M
M&G PLC 0.02% No change 40,000 $4.6M
CMH Wealth Management LLC 0.79% New 39,957 $4.6M
Modus Advisors, LLC 1.26% Add +9.1% 39,913 $4.6M
HM Payson & Co. 0.07% Add +0.3% 39,654 $4.6M
Resources Management Corp. /CT/ 0.60% Add +10.1% 39,411 $4.5M
Virginia Wealth Management Group, Inc. 2.41% Add +346.4% 39,215 $4.5M
1776 Wealth LLC 1.77% Add +8.4% 39,186 $4.5M
ArrowMark Colorado Holdings LLC 0.12% Reduce -3.8% 38,916 $4.5M
Leonteq Securities AG 0.27% Add +470.5% 38,686 $4.4M
Compass Wealth Management LLC 1.10% Reduce -2.5% 38,646 $4.4M
Hilton Capital Management, LLC 0.34% Reduce -45.9% 38,626 $4.4M
AssuredPartners Investment Advisors, LLC 0.48% Add +1024.2% 39,245 $4.4M
Louisiana State Employees Retirement System 0.08% Add +1.3% 38,200 $4.4M
Platform Technology Partners 0.84% Add +52.2% 38,003 $4.4M
Banco Santander, S.A. 0.04% Add +104.5% 37,907 $4.4M
Motco 0.40% Add +2.4% 37,557 $4.3M
Proficio Capital Partners LLC 0.23% Add +0.1% 37,521 $4.3M
Transcend Capital Advisors, LLC 0.35% Reduce -13.0% 37,437 $4.3M
OMERS ADMINISTRATION Corp 0.03% Add +27.1% 37,419 $4.3M
Maryland State Retirement & Pension System 0.09% No change 37,409 $4.3M
Y-Intercept (Hong Kong) Ltd 0.08% New 37,380 $4.3M
Old Second National Bank of Aurora 0.89% Reduce -1.3% 37,273 $4.3M
Werlinich Asset Management, LLC 2.08% Add +0.3% 37,242 $4.3M
Bill Few Associates, Inc. 1.03% Add +0.7% 37,195 $4.3M
Edgestream Partners, L.P. 0.14% Add +19.5% 37,187 $4.3M
CreativeOne Wealth, LLC 0.10% Add +13.3% 37,118 $4.3M
Cross Staff Investments Inc 2.16% Reduce -1.2% 37,027 $4.3M
Stock Yards Bank & Trust Co. 0.13% Add +49.4% 37,001 $4.3M
SteelPeak Wealth, LLC 0.13% Reduce -11.6% 36,987 $4.3M
Gerber Kawasaki Wealth & Investment Management 0.14% Reduce -50.3% 36,742 $4.2M
Rosenblum Silverman Sutton S F Inc. 1.10% Add +0.4% 36,507 $4.2M
Lantern Wealth Advisors, LLC 2.14% Add +12.4% 36,367 $4.2M
Cornerstone Wealth Group, LLC 0.27% Reduce -59.9% 32,390 $4.2M
Third View Private Wealth, LLC 0.57% Add +309.1% 36,047 $4.1M
Krilogy Financial LLC 0.13% Add +27.3% 31,662 $4.1M
Insigneo Advisory Services, LLC 0.29% Add +6.8% 35,203 $4.0M
Carret Asset Management, LLC 0.40% Reduce -17.9% 35,118 $4.0M
International Assets Investment Management, LLC 0.28% Add +4.7% 35,108 $4.0M
Crossmark Global Holdings, Inc. 0.06% Reduce -8.9% 34,824 $4.0M
Wealth Advisors of Tampa Bay, LLC 1.32% Add +20.5% 34,622 $4.0M
Hantz Financial Services, Inc. 0.06% Add +2271.3% 34,598 $4.0M
New Mexico Educational Retirement Board 0.12% No change 34,100 $3.9M
First Interstate Bank 0.22% Reduce -4.4% 34,064 $3.9M
Cannell & Spears LLC 0.08% Add +3.4% 34,009 $3.9M
ING Groep NV 0.02% Reduce -0.2% 34,003 $3.9M
Nations Financial Group Inc, /Ia/ 0.20% Add +8.0% 33,775 $3.9M
Ashton Thomas Private Wealth, LLC 0.09% Add +5.7% 33,741 $3.9M
HUB Investment Partners, LLC 0.09% Add +15.4% 33,337 $3.8M
ProVise Management Group, LLC 0.28% Reduce -1.0% 33,280 $3.8M
Wellington Shields & Co., LLC 0.97% Reduce -0.5% 33,146 $3.8M
Florida Trust Wealth Management Co 0.11% Reduce -1.3% 33,015 $3.8M
Argonautica Private Wealth Management, Inc. 1.15% Reduce -3.3% 33,002 $3.8M
Chicago Capital, LLC 0.10% Add +1.6% 32,897 $3.8M
Dupree Financial Group, LLC 1.52% New 32,843 $3.8M
Nicolet Bankshares Inc. 0.14% Add +458.5% 32,925 $3.8M
Pittenger & Anderson Inc. 0.15% Add +177.2% 32,745 $3.8M
Conway Capital Management, Inc. 1.75% Reduce -3.6% 32,570 $3.7M
Jaffetilchin Investment Partners, LLC 0.22% Add +13.9% 32,343 $3.7M
Towne Trust Company, N.A 1.19% Reduce -16.6% 32,180 $3.7M
Summit Trail Advisors, LLC 0.05% Reduce -7.2% 32,044 $3.7M
Abbot Financial Management, Inc. 1.56% Add +5.5% 31,936 $3.7M
Stablepoint Partners, LLC 0.54% Reduce -13.3% 31,679 $3.6M
Next Level Private LLC 0.82% Add +0.7% 31,630 $3.6M
Caxton Associates LLP 0.08% New 31,604 $3.6M
Sterling Investment Advisors, Ltd. 0.65% Add +61.5% 31,361 $3.6M
1ST Source Bank 0.19% Reduce -1.9% 31,300 $3.6M
RMR Wealth Builders 0.28% Add +41.5% 31,289 $3.6M
Cornerstone Advisory, LLC 0.34% Add +651.9% 31,243 $3.6M
Intact Investment Management Inc. 0.10% No change 31,200 $3.6M
Financial Enhancement Group LLC 0.44% Add +39.8% 27,731 $3.6M
EULAV Asset Management 0.11% No change 31,000 $3.6M
Cohen Investment Advisors LLC 1.69% Add +2.5% 30,959 $3.6M
Private Wealth Partners, LLC 0.27% Add +10.3% 30,819 $3.5M
Sentinel Dome Partners, LLC 5.93% Reduce -20.7% 30,600 $3.5M
Amica Mutual Insurance Co. 0.30% New 30,484 $3.5M
Signaturefd, LLC 0.05% Add +1.7% 30,437 $3.5M
Bleakley Financial Group, LLC 0.05% Add +14.7% 30,434 $3.5M
Brown, Lisle/Cummings, Inc. 0.87% Add +0.8% 30,386 $3.5M
Capital Planning Advisors, LLC 0.50% Reduce -4.2% 30,296 $3.5M
AG2R La Mondiale Gestion D'actifs 0.16% Add +2.9% 30,242 $3.5M
KTF Investments, LLC 0.60% Reduce -3.7% 30,240 $3.5M
Koa Wealth Management, LLC 2.51% Add +33.4% 30,153 $3.5M
Philadelphia Investment Partners, LLC 2.36% — 30,138 $3.5M
Cyndeo Wealth Partners, LLC 0.18% Add +2.5% 29,936 $3.4M
Retirement Planning Co of New England, Inc. 1.40% Add +5.3% 29,921 $3.4M
Wealth Effects LLC 1.22% Add +24.2% 29,916 $3.4M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.68% No change 29,915 $3.4M
Weiss Asset Management LP 0.09% Reduce -87.8% 29,854 $3.4M
Independent Financial Group, LLC 0.08% Reduce -35.3% 29,729 $3.4M
Tritonpoint Wealth, LLC 0.37% Reduce -4.0% 29,653 $3.4M
Tokio Marine Asset Management Co. Ltd. 0.12% Add +5.7% 29,442 $3.4M
Quadrant Private Wealth Management, LLC 0.52% Add +28.6% 28,947 $3.3M
Carnegie Investment Counsel 0.06% Reduce -31.6% 28,834 $3.3M
Shepherd Financial Partners LLC 0.31% Reduce -11.6% 28,775 $3.3M
Sunbelt Securities, Inc. 0.21% Add +3.0% 28,647 $3.3M
Somerset Group LLC 2.42% Add +2.7% 25,274 $3.3M
Centaurus Financial, Inc. 0.15% Add +3.1% 28,322 $3.3M
Kercheville Advisors, LLC 1.04% Reduce -16.8% 28,160 $3.2M
Composition Wealth, LLC 0.04% Reduce -13.5% 28,148 $3.2M
Joel Isaacson & Co., LLC 0.11% Reduce -3.0% 28,141 $3.2M
FAS Wealth Partners, Inc. 0.20% Add +9.8% 28,072 $3.2M
Wealthspire Advisors, LLC 0.03% Reduce -3.2% 27,829 $3.2M
Rathbones Group PLC 0.01% Reduce -0.2% 27,519 $3.2M
Kaizen Financial Strategies 1.34% Reduce -9.0% 24,696 $3.2M
Evelyn Partners Investment Management (Europe) Ltd 1.09% Reduce -1.7% 27,515 $3.2M
EP Wealth Advisors, LLC 0.02% Add +0.8% 27,456 $3.2M
Saudi Central Bank 0.07% New 27,257 $3.1M
Resolute Wealth Strategies, LLC 1.35% Add +0.0% 27,257 $3.1M
Orion Porfolio Solutions, LLC 0.03% Reduce -28.9% 26,954 $3.1M
Compass Ion Advisors, LLC 0.29% Add +1.1% 26,765 $3.1M
B. Metzler seel. Sohn & Co. AG 0.03% Reduce -70.8% 26,528 $3.1M
Essex Financial Services, Inc. 0.17% Reduce -1.6% 26,410 $3.0M
Xxi Wealth, LLC 1.72% Reduce -13.9% 26,409 $3.0M
WealthPlan Investment Management, LLC 0.17% Add +4.9% 26,370 $3.0M
Vident Advisory, LLC 0.03% Add +26.1% 26,344 $3.0M
Metis Global Partners, LLC 0.07% Reduce -8.2% 26,278 $3.0M
UNIVEST FINANCIAL Corp 0.17% Add +9.2% 26,075 $3.0M
Trust Co. of Toledo NA 0.28% Add +1.1% 26,039 $3.0M
Fearless Solutions, LLC dba Best Invest 1.81% Add +8.6% 26,030 $3.0M
StrongBox Wealth, LLC 0.96% Add +16.6% 26,008 $3.0M
Keybank National Association 0.01% Add +35.2% 25,928 $3.0M
Siemens Fonds Invest GmbH 0.17% Add +0.2% 25,919 $3.0M
RKL Wealth Management LLC 0.27% Reduce -3.7% 25,799 $3.0M
PFG Investments, LLC 0.14% Reduce -1.3% 25,609 $2.9M
Pincus Capital Management, LP 2.05% No change 25,550 $2.9M
SWP Investment Management LLC 2.18% Add +29.7% 25,393 $2.9M
Gallagher Capital Advisors, LLC 1.97% Add +35.1% 25,358 $2.9M
Spire Wealth Management 0.10% Reduce -5.2% 25,351 $2.9M
First Citizens Bank & Trust Co. 0.06% Add +9.8% 25,320 $2.9M
Financiere des Professionnels - Fonds d'investissement inc. 0.17% New 25,244 $2.9M
Benjamin Edwards Inc. 0.03% Reduce -8.7% 25,084 $2.9M
Rehmann Capital Advisory Group 0.15% Add +3.5% 25,022 $2.9M
Atlanta Consulting Group Advisors, LLC 0.62% Reduce -6.5% 25,011 $2.9M
Kentucky Farm Bureau Mutual Insurance Co 0.87% No change 25,000 $2.9M
GM Advisory Group, LLC 0.11% Add +0.4% 24,918 $2.9M
Ascent Group, LLC 0.10% Add +2.9% 24,826 $2.9M
Wedbush Securities Inc. 0.08% Reduce -2.7% 24,805 $2.9M
Parallel Advisors, LLC 0.05% Add +5.0% 24,678 $2.8M
Bokf, NA 0.04% Reduce -1.8% 24,441 $2.8M
XTX Topco Ltd 0.05% Add +114.4% 24,378 $2.8M
Ranch Capital Advisors Inc. 1.02% Add +0.1% 24,291 $2.8M
JBR Co Financial Management Inc 1.16% No change 18,043 $2.8M
Balyasny Asset Management L.P. 0.01% Reduce -97.3% 24,172 $2.8M
Huntington National Bank 0.02% Reduce -7.5% 24,027 $2.8M
Community Trust & Investment Co. 0.15% Add +3.0% 23,977 $2.8M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +1.5% 23,957 $2.8M
Principle Wealth Partners LLC 0.16% Reduce -19.9% 23,865 $2.7M
City of London Investment Management Co. Ltd. 0.20% No change 23,849 $2.7M
Sculati Wealth Management, LLC 1.01% Reduce -2.9% 23,837 $2.7M
Berkshire Asset Management LLC 0.12% Reduce -1.9% 23,778 $2.7M
Interval Partners, LP 0.09% New 23,736 $2.7M
Glenview Trust Co 0.04% Reduce -10.4% 23,676 $2.7M
Raiffeisen Bank International AG 0.04% Add +51.5% 24,319 $2.7M
Register Financial Advisors LLC 1.00% Reduce -0.9% 23,424 $2.7M
Coastline Trust Co 0.27% Reduce -21.1% 23,396 $2.7M
Redmond Asset Management, LLC 0.73% Add +27.2% 23,303 $2.7M
Whalerock Point Partners, LLC 0.54% Add +57.2% 23,260 $2.7M
Rockline Wealth Management, LLC 0.58% Reduce -42.5% 23,186 $2.7M
Compound Planning, Inc. 0.08% Add +5.9% 23,148 $2.7M
Ally Financial Inc. 0.33% New 23,000 $2.6M
Slagle Financial, LLC 0.87% Add +6.6% 22,836 $2.6M
Prime Capital Investment Advisors, LLC 0.03% Reduce -74.8% 22,566 $2.6M
Avory & Company, LLC 3.35% Add +780.2% 22,533 $2.6M
Rossmore Private Capital 0.23% Reduce -7.0% 22,527 $2.6M
Kingsview Wealth Management, LLC 0.04% Add +10.4% 22,519 $2.6M
Cannon Advisors, Inc. 1.92% Reduce -3.1% 22,481 $2.6M
Next Capital Management LLC 0.78% Add +389.5% 22,322 $2.6M
Hudock, Inc. 0.38% Add +0.2% 22,292 $2.6M
Larson Financial Group LLC 0.08% Add +27.5% 21,877 $2.5M
Stiles Financial Services Inc 0.77% Add +17.4% 21,842 $2.5M
Steamboat Capital Partners, LLC 0.62% Reduce -0.6% 21,801 $2.5M
Magnus Financial Group LLC 0.20% Reduce -0.8% 21,771 $2.5M
Daiichi Life Insurance Co., Ltd. 0.07% Reduce -27.4% 21,758 $2.5M
Duncker Streett & Co. Inc. 0.47% Reduce -7.5% 21,710 $2.5M
Modera Wealth Management, LLC 0.03% Add +10.5% 21,690 $2.5M
Teewinot Capital Advisers, L.L.C. 0.20% No change 21,658 $2.5M
Arax Advisory Partners 0.07% Add +1.9% 21,601 $2.5M
Investors Asset Management of Georgia Inc. /Ga/ 1.01% Add +37.0% 21,569 $2.5M
Kazazian Asset Management, LLC 2.71% New 21,548 $2.5M
Flagship Harbor Advisors, LLC 0.11% Reduce -6.3% 21,533 $2.5M
Holderness Investments Co. 0.50% Reduce -4.4% 21,523 $2.5M
North Dakota State Investment Board 0.11% Reduce -14.4% 21,487 $2.5M
Vontobel Holding Ltd. 0.01% Add +43.0% 21,487 $2.5M
Los Angeles Capital Management LLC 0.01% Reduce -56.1% 21,463 $2.5M
Blue Fin Capital, Inc. 0.40% Add +6.0% 21,404 $2.5M
Belpointe Asset Management LLC 0.09% Add +214.0% 21,317 $2.5M
Wealthcare Advisory Partners LLC 0.05% Reduce -8.5% 21,302 $2.4M
Vinva Investment Management Ltd 0.03% Add +2.1% 21,733 $2.4M
Cary Street Partners Financial LLC 0.06% Reduce -2.4% 20,990 $2.4M
Atria Investments, Inc 0.03% Reduce -27.6% 20,909 $2.4M
Lombard Odier Asset Management (Switzerland) SA 0.09% No change 20,896 $2.4M
Marion Wealth Management 0.53% Add +27.5% 20,865 $2.4M
Mufg Securities Americas Inc. 0.15% Add +4.1% 20,717 $2.4M
Summit Place Financial Advisors, LLC 1.14% Reduce -5.9% 20,573 $2.4M
Caisse Des Depots Et Consignations 0.04% New 20,562 $2.4M
Independent Solutions Wealth Management, LLC 0.35% Add +0.8% 20,541 $2.4M
Greenup Street Wealth Management LLC 0.33% Add +47.0% 20,496 $2.4M
EPG Wealth Management LLC 0.64% Add +148.5% 20,484 $2.4M
Bank Ozk 0.83% Add +5.7% 20,413 $2.3M
Private Management Group Inc. 0.07% No change 20,391 $2.3M
Securian Asset Management, Inc. 0.09% Add +1.1% 20,310 $2.3M
New Hampshire Trust 0.47% Add +12.3% 20,255 $2.3M
CGN Advisors LLC 0.18% Add +3.8% 20,240 $2.3M
BNP Paribas 0.07% Reduce -67.3% 20,136 $2.3M
NorthCrest Asset Manangement, LLC 0.07% Reduce -32.5% 20,435 $2.3M
Dudley Capital Management, LLC 1.02% Reduce -3.5% 20,060 $2.3M
Ellerson Group Inc. 1.51% Add +5.1% 20,050 $2.3M
Daymark Wealth Partners, LLC 0.07% Reduce -1.6% 20,026 $2.3M
Steadtrust LLC 1.30% Add +0.0% 20,003 $2.3M
Squarepoint Ops LLC 0.00% Add +1.1% 19,902 $2.3M
Robeco Institutional Asset Management B.V. 0.00% Add +237.4% 19,888 $2.3M
IKE Capital, LLC 1.29% Add +35.5% 19,831 $2.3M
River Street Advisors LLC 0.77% Add +9.0% 19,721 $2.3M
Savant Capital, LLC 0.01% Add +11.1% 19,696 $2.3M
Pine Valley Investments Ltd Liability Co 0.11% Reduce -0.4% 19,676 $2.3M
Hilltop National Bank 0.54% Add +37.0% 19,664 $2.3M
ArchPoint Investors 0.54% New 19,600 $2.3M
Runnymede Capital Advisors, Inc. 1.92% New 19,473 $2.2M
Savvy Advisors, Inc. 0.06% Add +0.9% 19,427 $2.2M
Blue Square Asset Management, LLC 1.06% Add +0.9% 19,400 $2.2M
Park Avenue Securities LLC 0.02% Reduce -42.7% 19,329 $2.2M
Kentucky Retirement Systems Insurance Trust Fund 0.15% No change 19,262 $2.2M
St. Clair Advisors, LLC 0.59% Reduce -4.3% 19,190 $2.2M
Meeder Advisory Services, Inc. 0.09% Reduce -7.8% 19,168 $2.2M
Ballast Advisors LLC 0.64% Reduce -0.9% 19,040 $2.2M
Generali Asset Management SPA SGR 0.05% Add +0.2% 18,945 $2.2M
Waterloo Capital, L.P. 0.15% Reduce -37.4% 18,914 $2.2M
Mesirow Financial Investment Management, Inc. 0.04% Add +7.4% 18,873 $2.2M
Evolve Private Wealth, LLC 0.12% Add +138.0% 18,802 $2.2M
Principal Securities, Inc. 0.03% Reduce -17.5% 18,759 $2.2M
Alps Advisors Inc. 0.01% Add +7.3% 18,735 $2.2M
Verdence Capital Advisors LLC 0.13% Add +128.3% 18,686 $2.1M
Fortem Financial Group, LLC 0.54% Add +14.3% 18,665 $2.1M
Johnson Investment Counsel Inc. 0.02% Reduce -13.4% 18,611 $2.1M
Kampmann Melissa S. 1.72% Reduce -16.5% 18,590 $2.1M
OpenArc Corporate Advisory, LLC 0.03% Add +65.3% 18,535 $2.1M
Regions Financial Corp. 0.01% Reduce -35.5% 18,491 $2.1M
Sterling Capital Management LLC 0.04% Reduce -40.9% 18,341 $2.1M
Alerus Financial NA 0.10% Reduce -27.5% 18,340 $2.1M
Westside Investment Management, Inc. 0.32% Add +54.1% 18,344 $2.1M
King Wealth Management Group 0.26% Add +0.0% 18,324 $2.1M
StoneX Group Inc. 0.11% Reduce -44.2% 18,348 $2.1M
Apella Capital, LLC 0.03% Add +38.5% 16,280 $2.1M
E. Ohman J:or Asset Management AB 0.06% No change 18,273 $2.1M
United Bank 0.70% Add +21.9% 18,249 $2.1M
Focus Partners Advisor Solutions, LLC 0.02% Add +63.7% 18,233 $2.1M
Level Four Advisory Services, LLC 0.07% Reduce -17.6% 18,230 $2.1M
Syntegra Private Wealth Group, LLC 0.20% Reduce -60.1% 18,190 $2.1M
Western Wealth Management, LLC 0.08% Reduce -15.4% 18,167 $2.1M
Field & Main Bank 0.61% Reduce -0.3% 18,165 $2.1M
Penbrook Management LLC 1.58% Add +22.6% 18,150 $2.1M
ICICI Prudential Asset Management Co Ltd 0.25% New 18,100 $2.1M
Ausdal Financial Partners, Inc. 0.09% Add +2.3% 18,029 $2.1M
First National Bank Sioux Falls 0.57% Reduce -1.4% 16,168 $2.1M
Laird Norton Wetherby Trust Company, LLC 0.04% Reduce -11.9% 17,849 $2.1M
XML Financial, LLC 0.17% Add +1.4% 17,801 $2.0M
Accuvest Global Advisors 1.90% Reduce -8.2% 17,748 $2.0M
Grandview Asset Management LLC 0.59% Reduce -15.5% 17,680 $2.0M
Bridgewater Advisors Inc. 0.12% Reduce -1.3% 17,054 $2.0M
Linden Thomas Advisory Services, LLC 0.20% Reduce -0.4% 17,631 $2.0M
Tealwood Asset Management Inc. 0.92% Add +0.4% 17,630 $2.0M
Intech Investment Management LLC 0.02% Add +14.0% 17,624 $2.0M
Harbor Investment Advisory, LLC 0.16% Reduce -47.5% 17,591 $2.0M
Institute for Wealth Management, LLC. 0.22% Add +2.8% 17,494 $2.0M
Smith Salley Wealth Management 0.10% Add +20.1% 17,493 $2.0M
Royal Capital Wealth Management, LLC 1.25% Add +0.1% 17,479 $2.0M
Intellectus Partners, LLC 0.41% Reduce -1.7% 17,469 $2.0M
BankPlus Trust Department 0.54% Reduce -11.0% 17,459 $2.0M
Missouri Trust & Investment Co 0.58% Add +21.5% 17,301 $2.0M
Altus Wealth Group LLC 0.81% Reduce -8.9% 17,279 $2.0M
Canton Hathaway, LLC 0.40% Add +4.9% 17,152 $2.0M
Oxbow Advisors, LLC 0.17% Reduce -29.0% 17,061 $2.0M
Bay Rivers Group 0.81% Reduce -8.8% 16,990 $2.0M
Mutual Advisors, LLC 0.04% Add +5.1% 16,959 $2.0M
Harvest Investment Advisors, LLC 1.08% Add +8.5% 16,922 $1.9M
Means Investment Co., Inc. 0.17% Add +0.8% 16,893 $1.9M
Norway Savings Bank 0.92% Add +8.8% 16,839 $1.9M
Chickasaw Capital Management LLC 0.07% Add +0.0% 16,750 $1.9M
Orca Wealth Management, LLC 1.37% Reduce -0.6% 16,704 $1.9M
South Dakota Investment Council 0.04% No change 16,680 $1.9M
Caprock Group, LLC 0.05% Reduce -7.4% 16,664 $1.9M
White Knight Strategic Wealth Advisors, LLC 1.61% Reduce -3.1% 16,638 $1.9M
Valley National Advisers Inc. 0.25% Reduce -3.6% 16,642 $1.9M
Founders Financial Securities LLC 0.11% Add +748.2% 16,354 $1.9M
Henson-Edgewater Management, LLC 1.20% No change 16,425 $1.9M
LexAurum Advisors, LLC 0.24% — 16,312 $1.9M
Private Trust Co. NA 0.17% Add +2.4% 16,296 $1.9M
E&G Advisors, LLC 0.42% Add +103.1% 16,249 $1.9M
Madison Park Capital Advisors, LLC 1.46% Add +0.4% 16,133 $1.9M
Fragasso Financial Advisors Inc 0.11% Add +35.9% 16,483 $1.9M
Seneca House Advisors 0.73% Reduce -62.6% 16,084 $1.8M
Sierra Capital LLC 0.20% Reduce -1.4% 16,061 $1.8M
Prana Capital Management, LP 0.06% Reduce -93.2% 16,046 $1.8M
Taylor Financial Group, Inc. 1.12% Add +2.1% 16,021 $1.8M
Spirit of America Management Corp. 0.36% No change 16,000 $1.8M
Harbour Investments, Inc. 0.03% Add +83.7% 15,960 $1.8M
Modern Wealth Management, LLC 0.03% Add +25.3% 15,947 $1.8M
Elevation Point Wealth Partners, LLC 0.04% Add +68.4% 15,840 $1.8M
Zevenbergen Capital Investments LLC 0.05% Reduce -2.4% 15,800 $1.8M
Greenleaf Trust 0.02% Add +6.1% 15,738 $1.8M
IFC Advisors LLC 0.26% Reduce -7.2% 15,700 $1.8M
Brevan Howard Capital Management LP 0.02% Reduce -61.9% 15,510 $1.8M
Accurate Wealth Management, LLC 0.21% Add +147.4% 15,488 $1.8M
Saiph Capital, LLC 0.67% Add +286.2% 15,456 $1.8M
Morningstar Investment Management LLC 0.11% Add +10.0% 15,435 $1.8M
Fidelis Capital Partners, LLC 0.13% Reduce -27.8% 15,410 $1.8M
Citizens & Northern Corp. 0.44% Add +0.6% 15,377 $1.8M
OneDigital Investment Advisors LLC 0.02% Reduce -7.4% 15,303 $1.8M
Bridgewater Associates 0.01% Add +792.3% 15,294 $1.8M
Canada Post Corp Registered Pension Plan 0.07% Reduce -17.8% 15,210 $1.7M
Parcion Private Wealth LLC 0.11% Add +38.7% 15,169 $1.7M
Sit Investment Associates Inc. 0.04% No change 15,100 $1.7M
MWA Asset Management 0.95% Reduce -12.0% 15,094 $1.7M
Acorn Wealth Advisors, LLC 0.51% Reduce -9.3% 15,078 $1.7M
Prudential PLC 0.01% No change 15,064 $1.7M
Avidian Wealth Enterprises, LLC 0.05% Reduce -1.3% 15,033 $1.7M
Vestmark Advisory Solutions, Inc. 0.02% Add +59.1% 14,964 $1.7M
Brighton Jones LLC 0.04% New 14,903 $1.7M
Capital Investment Advisors, LLC 0.03% Reduce -1.1% 14,882 $1.7M
Wealthcare Capital Partners, LLC 0.79% Add +9.3% 14,746 $1.7M
Ritholtz Wealth Management 0.03% Reduce -15.3% 14,745 $1.7M
Covenant Asset Management, LLC 0.35% Reduce -0.9% 14,717 $1.7M
Ballentine Partners, LLC 0.02% Reduce -12.5% 14,686 $1.7M
Sigma Planning Corp 0.05% Reduce -11.8% 14,636 $1.7M
Stenger Family Office, LLC 0.30% Add +7.7% 14,632 $1.7M
Diligent Investors, LLC 0.41% Add +2.5% 14,548 $1.7M
Brian Low Financial Group, LLC 1.14% Add +64.2% 14,529 $1.7M
Verition Fund Management LLC 0.02% Reduce -28.6% 14,479 $1.7M
Waters Parkerson & Co., LLC 0.09% Add +25.3% 14,446 $1.7M
Z3 Capital Partners, LLC 0.42% Reduce -0.2% 14,401 $1.7M
Accretive Wealth Partners, LLC 0.47% Reduce -0.9% 14,330 $1.6M
Douglass Winthrop Advisors, LLC 0.03% Reduce -5.8% 14,286 $1.6M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +101.5% 14,279 $1.6M
Welch & Forbes LLC 0.02% Reduce -4.1% 14,227 $1.6M
Waterfront Wealth Inc. 0.30% Add +20.0% 14,100 $1.6M
Thoroughbred Financial Services, LLC 0.10% Add +12.1% 14,005 $1.6M
Union Bancaire Privee, UBP SA 0.02% Reduce -15.3% 9,468 $1.6M
Arete Wealth Advisors, LLC 0.12% New 13,989 $1.6M
Capital City Trust Co. 0.37% Reduce -5.0% 13,951 $1.6M
Calamos Wealth Management LLC 0.06% Add +103.4% 13,938 $1.6M
Aljian Capital Management, LLC 0.33% Add +5.8% 13,924 $1.6M
Lodestone Wealth Management LLC 0.63% Add +2.7% 13,899 $1.6M
Tema ETFs LLC 0.11% Add +5.1% 13,898 $1.6M
Hurley Capital, LLC 0.85% Add +10.7% 13,826 $1.6M
Moneta Group Investment Advisors LLC 0.01% Reduce -3.1% 13,818 $1.6M
Great Valley Advisor Group, Inc. 0.03% Reduce -52.2% 13,723 $1.6M
RiverPark Advisors, LLC 0.76% Add +3.8% 13,707 $1.6M
Harbor Advisors LLC 0.23% No change 13,700 $1.6M
Ayrshire Capital Management LLC 0.81% Reduce -70.9% 13,545 $1.6M
Bryn Mawr Trust Advisors, LLC 0.08% Add +0.1% 13,530 $1.6M
Davidson Kahn Capital Management, LLC 0.83% Add +6.2% 13,525 $1.6M
Tred Avon Family Wealth, LLC 0.52% Add +40.2% 13,522 $1.6M
Guyasuta Investment Advisors Inc. 0.09% Add +200.0% 13,500 $1.6M
Sowell Financial Services LLC 0.06% Add +16.6% 13,378 $1.5M
Opinicus Capital, Inc. 1.08% Reduce -1.7% 13,365 $1.5M
Klingman & Associates, LLC 0.07% Add +6.4% 13,362 $1.5M
GoalVest Advisory LLC 0.30% Reduce -5.0% 13,325 $1.5M
Valeo Financial Advisors, LLC 0.04% Reduce -12.0% 13,251 $1.5M
New Vernon Investment Management LLC 1.61% No change 13,201 $1.5M
Kingswood Wealth Advisors, LLC 0.07% Add +4.6% 13,116 $1.5M
Jacobi Capital Management LLC 0.08% Add +9.6% 13,109 $1.5M
Northside Capital Management, LLC 0.13% No change 13,100 $1.5M
Angeles Wealth Management, LLC 0.08% Reduce -1.0% 13,076 $1.5M
Dakota Wealth Management 0.03% Reduce -80.1% 13,040 $1.5M
Accel Wealth Management 0.39% Reduce -0.7% 13,007 $1.5M
Harbor Capital Advisors, Inc. 0.12% New 13,005 $1.5M
Hennion & Walsh Asset Management, Inc. 0.05% Reduce -27.6% 12,922 $1.5M
Carolina Wealth Advisors, LLC 0.62% Add +4278.3% 12,916 $1.5M
Papamarkou Wellner Asset Management inc. 0.91% Add +245.9% 12,897 $1.5M
Hall Capital Management Co. Inc. 0.53% Reduce -6.1% 11,798 $1.5M
Brandywine Oak Private Wealth LLC 0.12% No change 12,811 $1.5M
Signature Estate & Investment Advisors LLC 0.03% Add +80.6% 12,769 $1.5M
Patrick M Sweeney & Associates, Inc. 0.94% Add +0.2% 12,745 $1.5M
Verity & Verity, LLC 0.11% Add +5.4% 12,735 $1.5M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% — 12,649 $1.5M
Sandy Cove Advisors, LLC 0.43% Add +2.9% 12,596 $1.4M
Stableford Capital II LLC 0.54% New 12,590 $1.4M
Waterway Wealth Management, LLC 0.32% Add +31.8% 12,580 $1.4M
Harmony Asset Management LLC 0.44% Add +14.9% 12,570 $1.4M
Plato Investment Management Ltd 0.10% No change 12,530 $1.4M
Assenagon Asset Management S.A. 0.00% Reduce -19.9% 12,479 $1.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 12,457 $1.4M
Brave Asset Management Inc. 0.34% No change 12,419 $1.4M
Intrua Financial, LLC 0.15% Add +23.8% 12,375 $1.4M
TCW Group Inc. 0.01% Add +6.5% 12,368 $1.4M
Parrish Capital LLC 1.27% Add +4.9% 12,363 $1.4M
Hills Bank & Trust Co 0.07% Reduce -14.7% 12,344 $1.4M
Gateway Investment Advisers LLC 0.02% Reduce -1.7% 12,304 $1.4M
Intrepid Financial Planning Group LLC 0.57% Reduce -2.6% 12,303 $1.4M
Sax Wealth Advisors, LLC 0.07% Reduce -1.6% 9,156 $1.4M
Morse Asset Management, Inc 0.29% Add +4.8% 12,187 $1.4M
Cambria Investment Management, L.P. 0.08% Reduce -7.0% 12,082 $1.4M
Uniting Wealth Partners, LLC 0.30% Reduce -0.8% 12,056 $1.4M
Baldwin Investment Management, LLC 0.16% No change 12,009 $1.4M
Oppenheimer Asset Management Inc. 0.02% Add +406.4% 11,916 $1.4M
Kirtland Hills Capital Management, LLC 0.43% Reduce -24.5% 10,474 $1.4M
CENTRAL TRUST Co 0.03% Reduce -5.1% 11,847 $1.4M
Zhang Financial LLC 0.05% Reduce -8.1% 11,818 $1.4M
Wilmington Savings Fund Society, FSB 0.03% Reduce -4.3% 11,816 $1.4M
Fiduciary Trust Co 0.02% Reduce -13.8% 11,810 $1.4M
Hilltop Holdings Inc. 0.12% Reduce -17.4% 11,802 $1.4M
Spinnaker Trust 0.08% Reduce -7.3% 11,800 $1.4M
Mediolanum International Funds Ltd 0.01% Reduce -51.8% 12,127 $1.4M
PKS Advisory Services, LLC 0.31% Add +0.6% 11,723 $1.3M
Inspire Trust Co, N.A. 0.21% New 11,700 $1.3M
Diversified Trust Co. 0.02% Reduce -13.9% 11,661 $1.3M
Matrix Private Capital Group LLC 0.65% Add +2.2% 11,651 $1.3M
King Luther Capital Management Corp. 0.01% Reduce -11.4% 11,646 $1.3M
Smith, Moore & Co. 0.10% Reduce -0.8% 11,645 $1.3M
Shay Capital LLC 0.19% Add +16.0% 11,600 $1.3M
Benchmark Financial Wealth Advisors, LLC 0.37% Add +49.6% 11,595 $1.3M
Avity Investment Management Inc. 0.10% Reduce -1.3% 11,585 $1.3M
Pinnacle West Asset Management, Inc. 0.90% Reduce -3.9% 11,543 $1.3M
Cordgrass Capital Advisors, LLC 0.31% Add +77.3% 11,523 $1.3M
Augustine Asset Management Inc. 0.30% Add +0.2% 11,498 $1.3M
Brown Miller Wealth Management, LLC 0.38% Add +20.5% 11,486 $1.3M
Moseley Investment Management Inc. 0.42% Reduce -5.6% 11,486 $1.3M
Old North State Trust, LLC 0.78% Add +5.3% 11,473 $1.3M
Insight Advisors, LLC/ PA 0.25% Reduce -22.8% 11,465 $1.3M
MidFirst Bank 0.11% Add +14.5% 11,381 $1.3M
Mitchell & Pahl Private Wealth, LLC 0.53% Reduce -1.9% 11,363 $1.3M
Prosperity Consulting Group, LLC 0.06% Add +5.6% 11,358 $1.3M
GAMMA Investing LLC 0.06% Reduce -10.6% 11,353 $1.3M
Sfmg, LLC 0.09% Add +0.0% 11,324 $1.3M
Crescent Grove Advisors, LLC 0.13% Reduce -1.2% 11,319 $1.3M
Curated Wealth Partners LLC 0.16% Add +1.4% 11,282 $1.3M
Ameritas Advisory Services, LLC 0.05% Add +83.9% 11,266 $1.3M
Cordoba Advisory Partners LLC 0.36% Add +2.4% 11,287 $1.3M
Curi Capital, LLC 0.02% Add +40.0% 11,219 $1.3M
LMG Wealth Partners, LLC 0.23% Add +9.3% 11,162 $1.3M
Fisher Asset Management 0.00% Add +24.2% 11,143 $1.3M
AE Wealth Management LLC 0.01% Add +8.3% 11,096 $1.3M
Orange Investment Advisors, Inc. 0.17% No change 11,087 $1.3M
Connecticut Wealth Management, LLC 0.05% Reduce -4.9% 11,069 $1.3M
MBM Wealth Consultants, LLC 0.29% Add +20.5% 11,046 $1.3M
Ar Asset Management Inc. 0.25% No change 11,000 $1.3M
Aspen Grove Capital, LLC 0.25% Add +0.1% 10,996 $1.3M
Freestone Capital Holdings, LLC 0.04% Add +9.3% 10,956 $1.3M
Linscomb Wealth, Inc. 0.06% Add +58.5% 10,832 $1.2M
Fjell Capital, LLC 0.95% Add +18.9% 10,760 $1.2M
CMT Capital Markets Trading GmbH 0.57% New 10,652 $1.2M
Anb Bank 0.49% Add +7.5% 10,640 $1.2M
Walter & Keenan Wealth Management LLC /in/ 0.34% Reduce -2.0% 10,615 $1.2M
Cornerstone Planning, LLC 0.28% Reduce -34.6% 10,587 $1.2M
Coldstream Capital Management Inc. 0.02% Reduce -14.5% 10,572 $1.2M
Dearborn Partners LLC 0.07% Reduce -10.1% 10,494 $1.2M
Infrastructure Capital Advisors, LLC 0.17% Add +23.6% 10,488 $1.2M
First United Bank & Trust 0.39% Reduce -21.0% 10,483 $1.2M
Sagespring Wealth Partners, LLC 0.02% Reduce -14.3% 10,401 $1.2M
Sheets Smith Wealth Management 0.13% Add +108.1% 10,388 $1.2M
Capital Analysts, LLC 0.03% Add +23.1% 10,319 $1.2M
Heritage Investors Management Corp. 0.04% Reduce -0.8% 10,281 $1.2M
Schonfeld Strategic Advisors LLC 0.01% Reduce -93.0% 10,240 $1.2M
Capital International Sarl 0.02% Reduce -44.7% 10,199 $1.2M
Westco Advisory Services Inc. 0.75% Reduce -55.3% 10,146 $1.2M
Cravens & Co Advisors, LLC 0.76% Add +8.2% 10,110 $1.2M
Gratus Wealth Advisors, LLC 0.17% Add +13.0% 10,099 $1.2M
BBR Partners, LLC 0.06% Reduce -0.6% 10,097 $1.2M
Culbertson A N & Co. Inc. 0.15% Add +280.0% 10,088 $1.2M
TBH Global Asset Management, LLC 0.23% Add +0.5% 10,073 $1.2M
Lebenthal Global Advisors, LLC 0.17% Add +7.1% 10,057 $1.2M
Cooper Financial Group 0.12% Reduce -5.2% 10,042 $1.2M
Key Financial Inc 0.21% Add +0.3% 10,038 $1.2M
Hollencrest Capital Management 0.04% Reduce -11.9% 10,025 $1.2M
Godshalk Welsh Capital Management, Inc. 0.67% Reduce -0.1% 10,005 $1.2M
Buckland Partners Management Co LLC 0.70% New 10,000 $1.1M
Seelaus Asset Management LLC 0.83% Reduce -7.4% 9,957 $1.1M
VCI Wealth Management LLC 0.32% Reduce -25.4% 9,914 $1.1M
Carnegie Lake Advisors LLC 0.46% Add +15.7% 9,900 $1.1M
Choate Investment Advisors 0.02% Reduce -18.4% 9,900 $1.1M
PGIM Custom Harvest LLC 0.02% Add +38.8% 9,895 $1.1M
Xcel Wealth Management, LLC 0.32% Reduce -18.3% 9,893 $1.1M
Smartleaf Asset Management LLC 0.04% Add +45.1% 10,164 $1.1M
Davis Investment Partners, LLC 0.40% Add +2.8% 9,838 $1.1M
IHT Wealth Management, LLC 0.03% Add +5.5% 9,804 $1.1M
RDA Financial Network 0.28% Reduce -0.8% 9,770 $1.1M
Quest Investment Management LLC 0.13% Add +0.3% 9,755 $1.1M
Carson Advisory Inc. 0.58% Add +1.0% 9,719 $1.1M
Investors Research Corp 0.21% Add +4216.9% 9,713 $1.1M
Rational Advisors, Inc. 0.12% Reduce -34.0% 9,709 $1.1M
Jmac Enterprises LLC 0.21% Add +2.1% 9,700 $1.1M
Tower Research Capital LLC (TRC) 0.03% Reduce -64.7% 9,691 $1.1M
RiverFront Investment Group, LLC 0.02% Add +12.8% 9,684 $1.1M
Evoke Wealth, LLC 0.02% Add +43.0% 9,668 $1.1M
Mather Group, Llc. 0.01% Reduce -11.9% 9,608 $1.1M
Truvestments Capital LLC 0.20% Reduce -13.8% 9,529 $1.1M
First National Bank of Omaha 0.03% No change 9,805 $1.1M
Earned Wealth Advisors, LLC 0.07% Reduce -6.1% 9,491 $1.1M
Comprehensive Money Management Services LLC 0.72% No change 9,490 $1.1M
Cantor Fitzgerald Investment Advisors L.P. 0.08% No change 9,489 $1.1M
KPP Advisory Services LLC 0.16% Reduce -24.8% 9,466 $1.1M
Brooklyn Investment Group 0.03% Add +55.5% 9,452 $1.1M
Eastern Bank 0.02% Reduce -27.4% 9,403 $1.1M
Fifth Third Wealth Advisors LLC 0.04% Add +4.0% 9,381 $1.1M
LBMC Investment Advisors, LLC 0.07% Add +1.3% 9,381 $1.1M
Frec Markets, Inc. 0.18% Add +170.5% 9,376 $1.1M
Arbor Wealth Advisors LLC 0.76% No change 9,370 $1.1M
Richard Bernstein Advisors LLC 0.03% New 9,353 $1.1M
Richards, Merrill & Peterson, Inc. 0.39% Add +20.6% 9,334 $1.1M
Rwa Wealth Partners, LLC 0.01% Add +7.6% 9,332 $1.1M
Portfolio Design Labs, LLC 0.19% Add +14.2% 9,313 $1.1M
Ellevest, Inc. 0.15% Reduce -11.5% 9,283 $1.1M
PeakShares LLC 0.98% Add +42.1% 9,277 $1.1M
Abel Hall, LLC 0.23% Add +273.6% 9,257 $1.1M
Hexagon Capital Partners LLC 0.16% New 9,235 $1.1M
Boltwood Capital Management 0.27% Add +2.4% 9,151 $1.1M
Dimension Capital Management LLC 0.15% Reduce -32.5% 9,127 $1.0M
AlphaCore Capital LLC 0.02% Reduce -4.6% 9,116 $1.0M
Pallas Capital Advisors LLC 0.04% Add +108.7% 9,051 $1.0M
Sandbox Financial Partners, LLC 0.29% Reduce -21.9% 9,033 $1.0M
EntryPoint Capital, LLC 0.30% New 8,990 $1.0M
Mayflower Financial Advisors, LLC 0.13% Add +11.3% 8,985 $1.0M
QVT Financial LP 0.08% New 8,958 $1.0M
Focused Alpha, LLC 0.32% Reduce -12.3% 8,930 $1.0M
Avondale Wealth Management 0.50% Add +278.7% 8,900 $1.0M
Huntleigh Advisors, Inc. 0.17% Add +393.8% 8,889 $1.0M
Tradition Wealth Management, LLC 0.07% Add +5.8% 8,876 $1.0M
Pictet North America Advisors SA 0.10% No change 8,800 $1.0M
Union Savings Bank 0.44% Add +3.5% 8,785 $1.0M
First National Trust Co 0.03% Reduce -9.5% 8,771 $1.0M
Machina Capital S.A.S. 0.20% New 8,761 $1.0M
Wiser Advisor Group LLC 1.22% Add +8312.5% 8,749 $1.0M
Viawealth, LLC 0.56% Add +77.1% 8,740 $1.0M
Perbak Capital Partners LLP 0.25% Add +196.4% 8,728 $1.0M
Anchor Investment Management, LLC 0.08% No change 8,700 $1.0M
Fulton Bank, N.A. 0.04% Reduce -13.8% 8,673 $997K
IFP Advisors, Inc 0.02% Add +57.4% 8,653 $995K
AMG National Trust Bank 0.02% Add +462.6% 8,642 $994K
Moneco Advisors, LLC 0.08% Add +24.7% 8,517 $979K
FRG Family Wealth Advisors LLC 0.16% Reduce -14.1% 8,440 $971K
Vaughan David Investments LLC 0.02% Reduce -6.4% 8,373 $963K
CastleKnight Management LP 0.04% New 8,300 $954K
Global Wealth Management Investment Advisory, Inc. 0.15% Add +25.6% 8,282 $952K
RW Investment Management LLC 0.09% — 8,250 $949K
TOWER TRUST & INVESTMENT Co 0.62% Add +1.7% 8,215 $945K
AdvisorNet Financial, Inc 0.05% Reduce -8.4% 8,154 $938K
Lederer & Associates Investment Counsel 0.66% No change 8,135 $935K
Pekin Hardy Strauss, Inc. 0.10% Reduce -33.0% 8,120 $934K
Nwam LLC 0.05% Add +4.4% 8,091 $930K
Mission Wealth Management, LP 0.02% Reduce -4.7% 8,087 $930K
Walker Asset Management, LLC 0.50% Add +5.2% 8,054 $926K
Sound View Wealth Advisors Group, LLC 0.06% Add +4.3% 8,037 $924K
TrinityBridge Ltd 0.03% Reduce -97.4% 8,035 $924K
Trust Asset Management LLC 0.07% No change 8,024 $923K
Regal Investment Advisors LLC 0.05% Add +64.5% 8,002 $920K
Baltimore-Washington Financial Advisors, Inc. 0.04% Reduce -96.5% 7,965 $916K
Bailard, Inc. 0.02% Reduce -0.9% 7,950 $914K
Beta Wealth Group, Inc. 0.38% Reduce -3.6% 7,907 $909K
17 Capital Partners, LLC 0.47% No change 7,901 $909K
Limestone Investment Advisors LP 0.45% New 7,901 $909K
WealthPLAN Partners, LLC 0.18% Reduce -51.0% 7,883 $906K
Nicholas Wealth, LLC. 0.63% Add +22.4% 7,881 $906K
Investor's Fiduciary Advisor Network, LLC 0.28% Add +1.4% 7,849 $902K
Wedmont Private Capital 0.03% Reduce -7.1% 7,648 $900K
Tempo Wealth, LLC 0.16% Add +12.2% 7,815 $899K
Csenge Advisory Group 0.04% Add +6.6% 7,814 $899K
Axiom Investment Management LLC 0.68% — 7,803 $897K
Beaumont Asset Management, L.L.C. 0.40% Add +5.2% 7,787 $895K
Latash Investments, LLC 0.69% No change 7,774 $894K
NorthRock Partners, LLC 0.01% Add +14.8% 7,768 $893K
Advisory Resource Group 0.15% Add +0.6% 7,736 $890K
SeaCrest Wealth Management, LLC 0.10% Add +2.3% 7,728 $889K
Vision Retirement, LLC 0.25% Reduce -0.1% 7,689 $884K
Kovack Advisors, Inc. 0.05% Reduce -44.2% 7,687 $881K
ELCO Management Co., LLC 0.42% New 7,659 $881K
GTS Securities LLC 0.03% Reduce -14.9% 7,623 $877K
Investment Partners Asset Management, Inc. 0.53% Reduce -2.8% 7,506 $863K
Cladis Investment Advisory, LLC 0.47% Add +7.1% 7,500 $862K
Element Wealth, LLC 0.36% Add +3.4% 7,493 $862K
Cerro Pacific Wealth Advisors LLC 0.22% Add +349.3% 7,431 $855K
Renaissance Investment Group LLC 0.18% Reduce -0.4% 7,400 $851K
GC Wealth Management RIA, LLC 0.04% Reduce -8.4% 7,393 $850K
ATX Financial Planning, LLC 0.65% Add +0.8% 7,390 $850K
TRB Wealth Management, LLC 0.12% — 7,364 $847K
GLOBALT Investments LLC / GA 0.03% Add +6.1% 7,335 $843K
Alteri Wealth LLC 0.27% Reduce -2.6% 7,327 $843K
NCM Capital Management, LLC 0.30% Add +12.3% 7,323 $842K
Lowe Brockenbrough & Co. Inc. 0.04% Reduce -6.5% 7,319 $842K
Ameritas Investment Partners, Inc. 0.03% Add +7.4% 7,314 $841K
Anchyra Partners LLC 0.25% Reduce -9.4% 7,301 $840K
GMO 0.00% New 7,300 $839K
LRI Investments, LLC 0.07% Add +31.2% 7,288 $838K
Trust Investment Advisors 0.49% Reduce -17.9% 7,274 $836K
Kennebec Savings Bank 0.75% Add +42.2% 7,271 $836K
Sippican Capital Advisors 0.57% Add +0.1% 7,225 $831K
Paragon Private Wealth Management, LLC 0.26% Add +55.7% 7,178 $825K
Mosley Wealth Management 0.37% Add +1.1% 4,830 $825K
Jeppson Wealth Management, LLC 0.26% Add +10.4% 7,170 $824K
Tocqueville Asset Management L.P. 0.01% Reduce -16.1% 7,166 $824K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Reduce -22.9% 7,166 $824K
Edmond DE Rothschild Holding S.A. 0.01% No change 7,116 $818K
Leisure Capital Management 0.29% New 7,105 $817K
Dynamic Advisor Solutions LLC 0.03% Reduce -2.1% 7,100 $816K
Mangrove Partners Im, LLC 0.07% Reduce -1.0% 7,090 $815K
Gladstone Institutional Advisory LLC 0.03% Add +19.2% 7,081 $814K
Highland Capital Management, LLC 0.04% Reduce -0.1% 7,075 $814K
Schmidt P J Investment Management Inc. 0.14% Add +2.9% 7,060 $812K
TruWealth Advisors, LLC 0.04% Reduce -16.0% 7,042 $809K
Cigna Investments Inc. 0.13% Reduce -2.1% 7,010 $806K
Covalent Partners LLC 7.11% New 7,000 $805K
SVB Wealth LLC 0.05% Reduce -2.5% 6,988 $804K
Brookstone Capital Management 0.01% Reduce -81.6% 6,960 $800K
Chapin Davis, Inc. 0.18% Reduce -11.5% 6,952 $799K
Westover Capital Advisors, LLC 0.15% Reduce -0.7% 6,949 $799K
Premier Path Wealth Partners, LLC 0.10% Reduce -5.1% 6,936 $798K
Crewe Advisors LLC 0.07% Add +4.5% 6,919 $796K
Gsa Capital Partners LLP 0.05% Add +35.7% 6,879 $791K
Sage Rhino Capital LLC 0.15% Add +12.8% 6,875 $791K
YANKCOM Partnership 0.32% Add +51.0% 6,870 $790K
Lewis Asset Management, LLC 0.32% Add +9.4% 6,865 $789K
Integral Investment Advisors, Inc. 0.20% Add +83.5% 6,847 $787K
Meridian Wealth Advisors, LLC 0.10% Reduce -6.1% 6,839 $786K
MBL Wealth, LLC 0.06% Add +2.7% 6,836 $786K
Tobam 0.20% New 6,828 $785K
Davis R M Inc. 0.01% Reduce -0.7% 6,820 $784K
Powell Investment Advisors, LLC 0.27% Add +2.7% 6,800 $782K
Pennsylvania Capital Management Inc. 0.22% Reduce -5.8% 6,791 $781K
Winthrop Partners - WNY, LLC 0.42% Add +0.4% 6,789 $781K
NorthCoast Asset Management LLC 0.02% Add +6.6% 6,741 $775K
Curbstone Financial Management Corp 0.15% Reduce -0.2% 6,726 $773K
Foguth Wealth Management, LLC. 0.09% Add +0.9% 6,512 $762K
Herold Advisors, Inc. 0.17% Reduce -0.6% 6,615 $761K
Patriot Financial Group Insurance Agency, LLC 0.04% Add +126.2% 6,572 $756K
Tiaa Trust, National Association 0.05% Reduce -77.5% 6,568 $755K
Pin Oak Investment Advisors Inc. 0.53% Add +6.3% 6,557 $754K
Haverford Trust Co 0.01% Reduce -19.3% 6,552 $753K
Northbridge Financial Group, LLC 0.32% Add +25.3% 6,182 $753K
Pension & Wealth Management Advisors, Inc. 0.22% Add +100.2% 6,540 $752K
First Pacific Financial 0.10% Add +2.2% 6,527 $751K
Purus Wealth Management, LLC 0.24% Add +0.1% 6,525 $750K
First Dallas Securities Inc. 0.28% Add +1.6% 6,510 $749K
CHICAGO TRUST Co NA 0.12% Reduce -0.9% 6,487 $746K
Beacon Investment Advisory Services, Inc. 0.03% Reduce -16.1% 6,475 $745K
Old Port Advisors 0.17% Add +11.3% 6,459 $743K
Element Pointe Advisors, LLC 0.14% No change 6,456 $742K
Profund Advisors LLC 0.03% Reduce -16.0% 6,455 $742K
Per Stirling Capital Management, LLC. 0.08% Add +0.5% 6,411 $737K
Cullinan Associates Inc. 0.06% No change 6,410 $737K
CNB Bank 0.31% Add +6.6% 6,403 $736K
Azimuth Capital Investment Management LLC 0.03% Reduce -20.0% 6,402 $736K
Continuum Advisory, LLC 0.07% Add +12.4% 6,383 $734K
LCNB Corp. 0.25% Reduce -1.4% 6,380 $734K
Clearwater Capital Advisors, LLC 0.06% Add +88.1% 6,332 $728K
Aviance Capital Partners, LLC 0.09% Reduce -1.1% 6,326 $727K
Cane Capital Partners, LLC 0.32% New 6,298 $724K
VestGen Advisors, LLC 0.02% Add +17.2% 5,898 $724K
Prentice Wealth Management LLC 0.16% Add +1.3% 6,256 $719K
Segment Wealth Management, LLC 0.04% Reduce -24.7% 6,255 $719K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -0.6% 6,234 $717K
Naviter Wealth, LLC 0.09% Reduce -12.0% 6,223 $716K
Procyon Advisors, LLC 0.04% Reduce -23.6% 6,211 $714K
Empire Financial Management Company, LLC 0.16% Reduce -7.9% 6,187 $712K
Kintra Wealth, LLC 0.05% New 6,158 $708K
Spartan Wealth Advisory Services LLC 0.06% — 6,158 $708K
Steinberganna Wealth Management 0.34% Reduce -7.5% 6,147 $707K
First PREMIER Bank 0.16% No change 6,119 $704K
Quad-Cities Investment Group, LLC 0.28% Add +16.2% 6,103 $702K
B&D White Capital Company, LLC 0.09% New 6,100 $701K
Sage Mountain Advisors LLC 0.05% Reduce -41.0% 6,086 $700K
Whipplewood Advisors, LLC 0.36% Add +202.3% 6,073 $698K
Alpine Global Management, LLC 0.12% New 6,071 $698K
Fund Advisors of America Inc 0.71% Add +0.9% 6,067 $698K
M3 Advisory Group, LLC 0.43% Add +1.3% 6,059 $697K
Tyche Wealth Partners LLC 0.11% Add +0.8% 6,058 $697K
Geneos Wealth Management Inc. 0.02% Add +2.5% 6,029 $693K
Norden Group LLC 0.07% Add +15.0% 6,020 $692K
Guinness Asset Management LTD 0.01% Reduce -1.1% 6,017 $692K
Busey Bank 0.02% Reduce -4.7% 6,009 $691K
Capital Management Associates 1.15% Reduce -25.0% 6,000 $690K
Awm Capital, LLC 0.06% New 5,994 $689K
Ticino Wealth 0.24% New 6,042 $689K
Legacy Advisors, LLC 0.08% Reduce -7.7% 5,982 $688K
QTR Family Wealth, LLC 0.29% Reduce -9.2% 5,439 $687K
Aprio Wealth Management, LLC 0.04% Add +3.8% 5,968 $686K
Kozak & Associates, Inc. 0.13% Add +2.1% 5,621 $685K
Arthur M. Cohen & Associates, LLC 0.12% Add +3.5% 5,959 $681K
Quadrant Capital Group LLC 0.02% Reduce -69.9% 5,920 $681K
Advisory Advocates, LLC 0.69% Add +5.4% 5,900 $678K
Ironsides Asset Advisors, LLC 0.17% Add +11.1% 5,890 $677K
Thoma Capital Management LLC 0.40% Add +12.9% 5,879 $676K
Quantbot Technologies LP 0.03% New 5,835 $671K
BIP Wealth, LLC 0.03% Reduce -3.7% 5,819 $669K
10Elms LLP 0.46% Add +40.2% 6,470 $668K
Diversify Advisory Services, LLC 0.10% Reduce -89.2% 5,566 $667K
Tuttle Capital Management, LLC 1.10% New 5,798 $667K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -16.5% 5,772 $664K
Seamount Financial Group Inc. 0.30% Reduce -0.3% 5,767 $663K
Bramshill Investments, LLC 0.06% New 5,750 $661K
Empirical Finance, LLC 0.03% Add +4.2% 5,717 $657K
Minot DeBlois Advisors LLC 0.59% Add +4.5% 5,692 $655K
AlTi Global, Inc. 0.01% Add +36.6% 5,682 $653K
First County Bank 0.35% Add +16.6% 5,628 $647K
Newman Dignan & Sheerar, Inc. 0.14% Reduce -8.3% 5,614 $646K
Sweeney & Michel, LLC 0.19% Add +2.3% 5,293 $645K
Samalin Investment Counsel, LLC 0.23% Add +0.2% 5,585 $642K
RFG Advisory, LLC 0.01% Add +44.9% 5,583 $642K
Commerzbank Aktiengesellschaft 0.01% Reduce -3.2% 5,578 $641K
Aviso Wealth Management 0.29% Reduce -4.7% 5,569 $640K
Shulman DeMeo Asset Management LLC 0.14% New 5,559 $639K
Ashton Thomas Securities, LLC 0.08% Reduce -2.0% 5,543 $639K
Baker Avenue Asset Management, LP 0.01% Add +129.0% 5,548 $638K
Simplex Trading, LLC 0.02% New 5,533 $636K
Samjo Management, LLC 0.27% Reduce -35.2% 5,510 $634K
Texas Bank & Trust Co 0.24% Add +52.4% 5,510 $634K
Financial Partners Group, Inc 0.08% Add +14.3% 5,508 $633K
DF Dent & Co. Inc. 0.01% Reduce -3.4% 5,499 $632K
Mosaic Financial Group, LLC 0.45% Add +0.4% 5,458 $628K
Westmount Partners, LLC 0.15% Add +0.3% 5,459 $628K
Coordinated Financial Services, Inc. 0.37% Reduce -10.9% 5,454 $627K
Leo Wealth, LLC 0.05% Add +8.0% 5,419 $623K
United Advisor Group, LLC 0.08% Add +62.6% 5,400 $621K
Rockland Trust Co. 0.02% Reduce -39.4% 5,367 $617K
Spirepoint Private Client, LLC 0.06% Add +14.1% 5,363 $617K
Baker Tilly Wealth Management, LLC 0.15% New 5,361 $616K
Journey Strategic Wealth LLC 0.02% Add +2.1% 5,318 $612K
Cullen Investment Group, LTD. 0.08% Add +0.6% 5,318 $612K
Main Street Research LLC 0.04% New 5,317 $611K
Trace Wealth Advisors, LLC 0.46% Add +92.7% 5,300 $609K
Salem Investment Counselors Inc. 0.02% Reduce -2.0% 5,298 $609K
Perennial Investment Advisors, LLC 0.05% Add +20.6% 5,291 $608K
FIL Ltd 0.00% Reduce -60.3% 5,282 $607K
Lanark Financial, Inc. 0.05% Add +20.8% 5,280 $607K
BSW Wealth Partners 0.07% Reduce -12.8% 5,248 $604K
1620 Investment Advisors, Inc. 0.41% Add +2.4% 5,244 $603K
Revolve Wealth Partners, LLC 0.08% Reduce -6.6% 5,231 $602K
Visionary Wealth Advisors 0.03% Add +5.6% 5,209 $599K
Pure Financial Advisors, LLC 0.01% Add +1.5% 5,201 $598K
Parkside Investments, LLC 0.07% New 5,200 $598K
Strategic Blueprint, LLC 0.03% Add +13.6% 5,196 $597K
Wellspring Financial Advisors, LLC 0.04% Add +95.4% 5,193 $597K
American National Bank & Trust 0.06% Reduce -0.2% 5,162 $594K
Essential Investment Partners LLC 0.55% Reduce -6.0% 5,158 $593K
Willner & Heller, LLC 0.44% Add +0.6% 5,157 $593K
Cfo Capital Management LLC 0.49% Add +6.9% 5,297 $591K
Fairscale Capital, LLC 0.41% Add +0.0% 5,122 $589K
Capital Group Private Client Services, Inc. 0.01% Reduce -52.8% 5,117 $588K
Cassaday & Co Wealth Management LLC 0.01% Reduce -10.1% 5,104 $587K
Activest Wealth Management 0.10% Add +692.4% 5,095 $586K
Wealth Alliance, LLC 0.06% Add +11.7% 5,094 $586K
Horizon Kinetics Asset Management LLC 0.01% Reduce -38.3% 5,092 $586K
OMNI 360 Wealth, Inc. 0.30% No change 5,092 $586K
KMG Fiduciary Partners, LLC 0.04% Add +19.4% 5,088 $585K
Forbes J M & Co. LLP 0.05% Add +24.5% 5,084 $585K
Erste Asset Management GmbH 0.01% Reduce -19.6% 5,234 $584K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -5.0% 5,078 $584K
Focus Financial Network, Inc. 0.02% Reduce -1.6% 5,074 $583K
Glen Eagle Advisors, LLC 0.08% Reduce -56.4% 5,070 $583K
Montecito Bank & Trust 0.10% Reduce -5.2% 5,064 $582K
NTV Asset Management LLC 0.06% Reduce -16.1% 5,055 $581K
Kensington Investment Counsel, LLC 0.28% Reduce -12.7% 5,049 $581K
Gilman Hill Asset Management, LLC 0.09% Reduce -23.3% 5,040 $580K
Forum Financial Management, LP 0.01% Reduce -39.4% 5,025 $578K
Sapient Capital LLC 0.01% Reduce -29.6% 5,022 $578K
Supplemental Annuity Collective Trust of NJ 0.16% Reduce -16.7% 5,000 $575K
Clear Creek Financial Management, LLC 0.04% Reduce -19.2% 4,991 $574K
Arcus Capital Partners, LLC 0.21% Reduce -16.8% 4,986 $573K
Legacy Capital Wealth Partners, LLC 0.12% New 4,980 $573K
Avior Wealth Management, LLC 0.02% Add +24.2% 4,972 $572K
Chemistry Wealth Management LLC 0.10% No change 4,969 $571K
Broyhill Asset Management, LLC 0.56% No change 4,956 $570K
HBK Sorce Advisory LLC 0.01% Reduce -10.0% 4,604 $570K
Smithfield Trust Co 0.02% Reduce -4.3% 4,944 $569K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.43% No change 4,942 $568K
Lakeshore Capital Group, Inc. 0.46% Add +2.5% 4,940 $568K
Gables Capital Management Inc. 0.24% Reduce -4.4% 4,940 $568K
Aspetuck Financial Management LLC 0.39% Add +0.2% 4,905 $564K
New Wave Wealth Advisors LLC 0.20% Add +106.8% 4,880 $561K
Clifford Swan Investment Counsel LLC 0.02% No change 4,869 $560K
LOM Asset Management Ltd 0.16% Reduce -0.8% 4,855 $558K
Heirloom Wealth Management 0.10% Reduce -24.8% 4,853 $558K
Van Cleef Asset Management,Inc 0.06% No change 4,850 $558K
Aptus Capital Advisors, LLC 0.00% Reduce -50.9% 4,847 $557K
Deseret Mutual Benefit Administrators 0.19% Add +135.7% 4,836 $556K
WealthTrust Axiom LLC 0.14% Reduce -2.0% 4,817 $554K
Fortis Capital Advisors, LLC 0.07% Add +185.4% 4,815 $554K
Ullmann Wealth Partners Group, LLC 0.06% Reduce -0.9% 4,807 $553K
Mark Sheptoff Financial Planning, LLC 0.29% Reduce -2.2% 4,500 $552K
Dale Q Rice Investment Management Ltd 0.42% No change 4,787 $550K
Wealthedge Investment Advisors, LLC 0.20% New 4,785 $550K
Adelphi Trust Co 0.45% Add +27.5% 4,771 $549K
Garden State Investment Advisory Services LLC 0.13% Add +5.1% 4,754 $548K
Oxford Financial Group, LTD. LLC 0.03% Reduce -2.8% 4,734 $544K
Octavia Wealth Advisors, LLC 0.05% Reduce -2.3% 4,725 $543K
Gilliland Jeter Wealth Management LLC 0.16% Reduce -10.2% 4,716 $542K
McElhenny Sheffield Capital Management, LLC 0.13% Add +2.3% 4,686 $539K
Birinyi Associates Inc. 0.15% Add +0.4% 4,676 $538K
MSH Capital Advisors LLC 0.11% Reduce -39.8% 4,668 $537K
Advisory Research Inc. 0.07% No change 4,667 $537K
McDonald Partners LLC 0.13% Reduce -16.9% 4,664 $536K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 4,662 $536K
Regatta Capital Group, LLC 0.08% Add +5.7% 4,659 $536K
Capital Markets Trading UK LLP 0.48% New 4,611 $530K
TRUE Private Wealth Advisors 0.05% Reduce -1.9% 4,609 $530K
Argyle Capital Partners, LLC 0.38% New 4,560 $524K
Channel Wealth LLC 0.13% Add +80.2% 4,560 $524K
OneAscent Financial Services LLC 0.03% Add +17.3% 4,525 $520K
Tableaux LLC 0.25% Add +207.0% 4,498 $517K
WoodTrust Financial Corp 0.07% Reduce -60.4% 4,500 $517K
Roundview Capital LLC 0.03% Add +53.9% 4,461 $513K
Gridiron Partners, LLC 0.31% No change 4,454 $512K
San Luis Wealth Advisors LLC 0.08% Reduce -53.0% 4,440 $511K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +38.8% 4,431 $510K
Galvin, Gaustad & Stein, LLC 0.04% Reduce -95.0% 4,425 $509K
Disciplined Investors, L.L.C. 0.30% Add +32.7% 4,422 $508K
Checchi Capital Advisers, LLC 0.03% Add +17.6% 4,421 $508K
HighPoint Advisor Group LLC 0.02% Reduce -74.4% 4,420 $508K
Texas Capital Bank Wealth Management Services Inc 0.03% Reduce -2.7% 4,419 $508K
Redwood Financial Network Corp 0.33% Add +12.8% 4,410 $507K
Rare Wolf Capital LLC 0.33% New 4,391 $505K
Mayfair Advisory Group, LLC 0.18% Add +5.4% 4,391 $505K
Gradient Capital Advisors, LLC 0.13% No change 4,390 $505K
First American Trust, FSB 0.03% Reduce -1.3% 4,387 $504K
Advyzon Investment Management, LLC 0.04% Add +19.9% 4,373 $503K
Courier Capital LLC 0.03% Reduce -1.1% 4,372 $503K
Southland Equity Partners LLC 0.10% Reduce -13.2% 4,360 $501K
Gross & Hartman Investments LLC 0.26% Add +15.9% 4,347 $500K
TCI Wealth Advisors, Inc. 0.03% Add +8.8% 4,343 $499K
Annex Advisory Services, LLC 0.01% Reduce -4.3% 4,342 $499K
LVW Advisors, LLC 0.05% Add +1.1% 4,341 $499K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -2.9% 4,007 $498K
Forefront Wealth Partners, LLC 0.21% New 4,323 $497K
Optimize Financial Inc. 0.24% Add +60.3% 4,314 $496K
Trueblood Wealth Management, LLC 0.19% Add +0.9% 4,313 $496K
MFA Wealth Services 0.33% Add +7.1% 4,292 $494K
Riverview Capital Advisers, LLC 0.16% Reduce -1.5% 4,291 $493K
Panagora Asset Management Inc. 0.00% No change 4,273 $491K
YHB Investment Advisors, Inc. 0.04% Reduce -36.3% 4,267 $491K
Heritage Wealth Advisors 0.02% No change 4,248 $488K
Kohmann Bosshard Financial Services, LLC 0.05% Reduce -2.3% 4,243 $488K
HHM Wealth Advisors, LLC 0.06% Reduce -2.6% 4,242 $488K
JFS Wealth Advisors, LLC 0.03% Reduce -2.0% 4,235 $487K
Total Wealth Planning & Management, Inc. 0.38% Reduce -4.8% 4,186 $481K
TD Private Client Wealth LLC 0.01% Add +2.6% 4,179 $481K
Argent Capital Management LLC 0.02% Reduce -99.2% 4,172 $480K
Essex LLC 0.08% Add +66.0% 4,171 $480K
Shum Financial Group, Inc. 0.34% Add +3.0% 4,168 $479K
Family Manage LLC 0.06% Add +4.6% 4,144 $477K
Wimmer Associates 1, LLC 0.23% No change 4,143 $476K
Keystone Financial Group 0.03% Add +14.3% 4,141 $476K
Snowwater Investment Partners, LLC 0.45% Add +16.3% 4,139 $476K
Laurel Oak Wealth Management, LLC 0.08% Reduce -0.9% 4,137 $476K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -6.1% 4,128 $475K
Triad Wealth Partners, LLC 0.04% Add +3.0% 4,109 $473K
Onyx Bridge Wealth Group LLC 0.05% Reduce -2.5% 4,099 $471K
CMC Financial Group 0.95% New 4,092 $471K
Parkside Financial Bank & Trust 0.04% Add +8.9% 4,080 $469K
Carlson Financial, Inc. 0.27% Add +14.5% 4,032 $464K
Credit Industriel Et Commercial 0.08% Add +13800.0% 4,031 $464K
Everest Financial Group LLC 0.08% Add +49.5% 4,023 $463K
Silvia McColl Wealth Management, LLC 0.30% Add +27.3% 4,009 $461K
Sig Brokerage, LP 0.13% New 4,006 $461K
Alan B Lancz & Associates, Inc. 0.45% Reduce -14.9% 4,000 $460K
Cinctive Capital Management LP 0.03% New 4,000 $460K
Moss Adams Wealth Advisors LLC 0.03% Reduce -0.9% 3,998 $460K
CenterStar Asset Management, LLC 0.44% New 4,000 $459K
SageView Advisory Group, LLC 0.02% Reduce -3.5% 3,973 $457K
Groupama Asset Managment 0.01% New 3,962 $456K
Shelton Capital Management 0.01% Reduce -33.6% 3,952 $454K
L2 Asset Management, LLC 0.04% Add +7.4% 3,949 $454K
Topsail Wealth Management, LLC 0.07% Reduce -1.5% 3,945 $454K
Sovereign Financial Group, Inc. 0.08% Add +2.3% 3,943 $453K
Legacy Wealth Management, LLC / MS 0.13% Reduce -2.4% 3,937 $453K
Excalibur Management Corp. 0.16% Add +1.0% 3,901 $449K
Ames National Corp. 0.27% No change 3,900 $448K
McMillan Office, Inc. 0.06% No change 3,900 $448K
Soltis Investment Advisors LLC 0.03% Reduce -9.2% 3,897 $448K
Congress Park Capital LLC 0.14% Add +11.6% 3,883 $447K
PMG Family Office LLC 0.50% Add +14.8% 3,879 $446K
Godsey & Gibb, Inc. 0.04% Reduce -0.6% 3,878 $446K
Performance Wealth Partners, LLC 0.01% Reduce -14.6% 3,872 $445K
Pitcairn Wealth Advisors LLC 0.04% Reduce -0.0% 2,881 $444K
Cardiff Park Advisors, LLC 0.04% New 3,858 $444K
Perkins Coie Trust Co 0.09% No change 3,843 $442K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -27.4% 3,830 $440K
Fideuram Asset Management (Ireland) dac 0.06% Reduce -66.8% 3,337 $439K
Fiduciary Family Office, LLC 0.12% Reduce -1.0% 3,810 $438K
HCR Wealth Advisors 0.05% Reduce -41.7% 3,796 $437K
Plotkin Financial Advisors, LLC 0.22% No change 3,779 $435K
MOR Wealth Management, LLC 0.20% Reduce -8.3% 3,774 $434K
Harris Associates (Oakmark Funds) 0.00% No change 3,750 $431K
Hodges Capital Management Inc. 0.04% Reduce -2.6% 3,750 $431K
Clark Capital Management Group, Inc. 0.00% Add +13.5% 3,746 $431K
Palumbo Wealth Management LLC 0.10% Reduce -2.5% 3,737 $430K
South Plains Financial, Inc. 0.25% Add +44.2% 3,727 $429K
Valmark Advisers, Inc. 0.01% Reduce -7.3% 3,719 $428K
Formidable Asset Management, LLC 0.07% Add +14.8% 2,764 $426K
Polymer Capital Management (US) LLC 0.06% Reduce -15.1% 3,704 $426K
Heartland Bank & Trust Co 0.10% Add +2.2% 3,691 $424K
Warner Group LLC 0.28% Add +8.9% 3,690 $424K
SlateStone Wealth, LLC 0.04% Reduce -7.7% 3,688 $424K
WNY Asset Management, LLC 0.04% — 3,686 $424K
Park National Corp. 0.01% Add +62.0% 3,679 $423K
Gateway Wealth Partners, LLC 0.02% Add +158.0% 3,676 $423K
Partners Capital Investment Group, LLP 0.02% Reduce -12.3% 3,674 $422K
Destiny Wealth Partners, LLC 0.05% Add +19.5% 3,651 $420K
Capital Square, LLC 0.19% Reduce -1.1% 3,448 $419K
Boston Family Office LLC 0.03% Add +9.0% 3,641 $419K
Advisor OS, LLC 0.03% Reduce -2.8% 3,636 $418K
Atlas Capital Advisors Inc. 0.05% Add +0.9% 3,632 $418K
Bigelow Investment Advisors, LLC 0.17% Reduce -1.6% 3,628 $417K
Ponta Wealth Partners, LLC 0.33% Reduce -4.5% 3,622 $416K
BankPlus Wealth Management LLC 0.22% Add +1.6% 3,621 $416K
Doliver Advisors, LP 0.09% Add +127.2% 3,617 $416K
Triumph Capital Management 0.09% Add +2.9% 3,616 $416K
Valued Retirements, Inc. 0.41% No change 3,611 $415K
Essex Bank 0.09% Add +0.8% 3,589 $413K
Westwood Wealth Management 0.16% Add +47.5% 3,575 $411K
GAM Holding AG 0.04% New 3,569 $410K
CRA Financial Services, LLC 0.05% Add +28.1% 3,548 $408K
Marshall Financial Group, LLC 0.07% Add +5.2% 3,546 $408K
Cape Investment Advisory, Inc. 0.14% Add +13.4% 3,536 $407K
Hilton Head Capital Partners, LLC 0.23% Add +12.8% 3,531 $406K
Colonial River Investments, LLC 0.15% Reduce -0.7% 3,530 $406K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 3,753 $406K
CM Wealth Advisors LLC 0.09% Reduce -12.0% 3,516 $404K
Select Asset Management & Trust 0.13% No change 3,511 $404K
NorthStar Asset Management LLC 0.20% Add +2.2% 3,512 $404K
Tandem Investment Advisors, Inc. 0.02% Reduce -1.0% 3,510 $404K
Verus Capital Partners, LLC 0.03% Reduce -23.9% 3,509 $404K
Franklin Street Advisors Inc. 0.02% Reduce -17.5% 3,505 $403K
Ameriflex Group, Inc. 0.20% Add +6.2% 3,503 $403K
Laurion Capital Management LP 0.04% Reduce -51.6% 3,499 $402K
Hutchens & Kramer Investment Management Group, LLC 0.13% Add +2.8% 3,495 $402K
Ehrenkranz Partners L.P. 0.32% No change 3,478 $400K
Obsidian Cio, LLC 0.36% New 3,473 $399K
Smart Money Group LLC 0.12% Reduce -0.4% 3,465 $398K
Townsend Asset Management Corp. /NC/ 0.14% Add +20.4% 3,455 $397K
Tannin Capital LLC 0.29% No change 3,448 $396K
PCM Encore, LLC 0.08% Add +14.9% 3,445 $396K
Cox Capital Mgt LLC 0.26% Reduce -57.7% 3,441 $396K
Petros Family Wealth, LLC 0.28% Reduce -3.2% 3,431 $394K
Castle Rock Wealth Management, LLC 0.09% Reduce -4.0% 3,480 $393K
Alchemi Wealth, LLC 0.22% Reduce -2.2% 3,415 $393K
Flputnam Investment Management Co. 0.01% Reduce -41.0% 3,413 $392K
Aaron Wealth Advisors LLC 0.02% Add +2.9% 3,411 $392K
Ascentis Independent Advisors 0.03% New 3,396 $391K
Legacy Edge Advisors, LLC 0.04% Reduce -10.1% 3,393 $390K
Symphony Financial, Ltd. Co. 0.05% Add +21.3% 3,486 $390K
Marino, Stram & Associates LLC 0.07% Add +3.0% 3,392 $390K
J. Goldman & Co LP 0.02% Add +9.1% 3,381 $389K
St. Louis Trust Co 0.05% Reduce -49.1% 3,372 $388K
Operose Advisors LLC 0.09% Add +36.4% 3,370 $388K
Personal Cfo Solutions, LLC 0.05% Reduce -22.2% 3,363 $387K
Stratos Investment Management, LLC 0.02% Add +9.7% 3,352 $386K
Americana Partners, LLC 0.01% Reduce -32.1% 3,338 $384K
Bernardo Wealth Planning LLC 0.07% Reduce -7.5% 3,328 $383K
Lantz Financial LLC 0.08% Reduce -3.5% 3,314 $381K
WBH Advisory Inc. 0.03% Reduce -5.0% 3,332 $381K
Armstrong Advisory Group, Inc. 0.03% Reduce -8.3% 3,311 $381K
BCS Private Wealth Management, Inc. 0.12% New 3,300 $379K
Carmel Capital Partners, LLC 0.14% Add +32.3% 3,286 $378K
Schrum Private Wealth Management LLC 0.29% Reduce -0.7% 3,278 $377K
Sigma Investment Counselors Inc. 0.02% Reduce -1.2% 3,262 $375K
Gryphon Financial Partners LLC 0.04% Reduce -26.4% 3,258 $375K
Medallion Wealth Advisors, LLC 0.12% Add +0.4% 3,252 $374K
Stonebridge Capital Advisors LLC 0.03% Add +9.8% 3,248 $374K
Equitable Trust Co. 0.02% Add +5.6% 3,247 $373K
Certuity, LLC 0.02% Reduce -0.8% 3,242 $373K
SLT Holdings LLC 0.26% New 3,242 $373K
Pinnacle Wealth Planning Services, Inc. 0.04% Reduce -14.2% 3,226 $371K
Nadler Financial Group, Inc. 0.04% Reduce -8.9% 3,225 $371K
Advisory Alpha, LLC 0.01% Reduce -6.8% 3,221 $371K
Fort Washington Investment Advisors Inc. 0.00% Add +83.3% 3,219 $370K
Quotient Wealth Partners, LLC 0.01% Add +13.7% 3,219 $370K
Presidio Capital Management, LLC 0.11% Add +1.6% 3,209 $369K
IVC Wealth Advisors LLC 0.16% Add +3.2% 3,204 $368K
Clearwave Capital, LLC 0.25% Add +43.4% 3,202 $368K
BCU Wealth Advisors, LLC 0.14% No change 3,200 $368K
Mindset Wealth Management, LLC 0.10% Reduce -0.5% 3,200 $368K
Wealth Alliance Advisory Group, LLC 0.06% Add +15.4% 3,192 $367K
Dover Advisors, LLC 0.15% Reduce -0.2% 3,188 $367K
Illinois Municipal Retirement Fund 0.00% Reduce -62.9% 3,185 $366K
Circle Wealth Management, LLC 0.01% New 3,183 $366K
Atwood & Palmer Inc. 0.02% Add +1.1% 3,180 $366K
Venturi Wealth Management, LLC 0.02% Reduce -4.4% 3,173 $365K
LWM Advisory Services, LLC 0.39% No change 3,166 $364K
TMB Capital Partners, LLC 0.12% Add +0.2% 3,163 $364K
CoreCap Advisors, LLC 0.01% Add +3.0% 3,161 $364K
RB Capital Management, LLC 0.08% Reduce -14.5% 3,161 $364K
Avantax Planning Partners, Inc. 0.01% Reduce -1.2% 3,160 $363K
Claro Advisors Inc. 0.04% Reduce -4.7% 3,154 $363K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -28.4% 2,859 $361K
Federated Hermes, Inc. 0.00% Reduce -0.3% 3,139 $361K
Burns J W & Co. Inc. 0.04% Reduce -4.6% 3,125 $359K
Signet Investment Advisory Group, Inc. 0.16% No change 3,100 $356K
SBI Securities Co., Ltd. 0.01% Add +2.4% 3,099 $356K
Great Lakes Advisors, LLC 0.00% Reduce -13.5% 3,095 $356K
Eagle Wealth Strategies LLC 0.16% Add +0.5% 3,090 $355K
Everpar Advisors LLC 0.12% Reduce -22.4% 3,090 $355K
Bogart Wealth, LLC 0.01% Reduce -13.3% 3,089 $355K
Valtrion Capital Management, LLC 0.33% Add +30.2% 3,089 $355K
Spinnaker Investment Group, LLC 0.07% Add +4.5% 3,087 $355K
Montag A & Associates Inc. 0.02% Reduce -47.2% 3,081 $354K
Obermeyer Wealth Partners 0.02% Add +2.0% 3,081 $354K
Crawford Investment Counsel Inc. 0.01% Add +5.1% 3,075 $354K
Blueshift Asset Management, LLC 0.11% Reduce -24.9% 3,044 $350K
CCG Wealth Management, LLC 0.09% Add +51.1% 3,041 $350K
Hofer & Associates. Inc 0.19% No change 3,040 $350K
Marin Bay Wealth Advisors, LLC 0.21% Add +0.1% 3,039 $350K
Ingalls & Snyder LLC 0.01% No change 3,031 $349K
Manske Wealth Management 0.10% Reduce -4.7% 3,023 $348K
Syon Capital LLC 0.02% Reduce -47.1% 3,008 $346K
Alta Advisers Ltd 0.13% No change 3,006 $346K
Strategic Advisors LLC 0.06% Reduce -55.8% 3,005 $346K
VAUGHAN & Co SECURITIES, INC. 0.18% Reduce -0.9% 3,003 $345K
Aspiriant, LLC 0.01% Add +56.2% 3,000 $345K
Avalon Trust Co 0.02% Add +11.2% 2,999 $345K
Cohen Capital Management, Inc. 0.05% New 2,997 $345K
Inscription Capital, LLC 0.04% Reduce -34.7% 2,996 $345K
IRON Financial LLC 0.15% Add +0.1% 2,982 $343K
SOA Wealth Advisors, LLC. 0.06% Add +11.9% 2,977 $342K
Tradewinds, LLC. 0.11% Add +0.9% 2,732 $342K
Financial Engines Advisors L.L.C. 0.00% Add +0.2% 2,969 $341K
Johnson Financial Group, LLC 0.02% Add +27.4% 2,966 $341K
Vertex Planning Partners, LLC 0.07% Add +3.5% 2,956 $340K
Zuckerman Investment Group, LLC 0.03% No change 2,956 $340K
Relyea Zuckerberg Hanson LLC 0.03% Add +8.0% 2,951 $339K
George Kaiser Family Foundation 0.04% No change 2,940 $338K
Prescott Group Capital Management, L.L.C. 0.03% No change 2,940 $338K
Marex Group Ltd 0.00% Reduce -30.5% 2,932 $337K
Purkiss Capital Advisors LLC 0.15% Reduce -1.2% 2,930 $337K
First Business Financial Services, Inc. 0.03% New 2,917 $335K
GSG Advisors LLC 0.09% Reduce -8.1% 2,911 $335K
Sterneck Capital Management, LLC 0.15% No change 2,900 $333K
Conning Inc. 0.01% Reduce -21.2% 2,900 $333K
Brogan Financial, Inc. 0.15% Add +1.0% 2,898 $333K
McCarter Private Wealth Services LLC 0.14% Add +1.5% 2,896 $333K
Facet Wealth, Inc. 0.01% Reduce -4.0% 2,892 $332K
All Terrain Financial Advisors, LLC 0.10% Add +38.9% 2,869 $330K
Lombard Odier Asset Management (USA) Corp 0.25% New 2,864 $329K
Moody National Bank Trust Division 0.03% Add +5.4% 2,864 $329K
Eagle Global Advisors LLC 0.01% Reduce -1.4% 2,860 $329K
Integrity Alliance, Llc. 0.01% Add +0.3% 2,855 $328K
Roof Eidam Maycock Peralta, LLC 0.08% Reduce -2.7% 2,847 $327K
Global Assets Advisory, LLC 0.09% Reduce -33.9% 2,843 $327K
One Capital Management, LLC 0.01% Reduce -17.4% 2,842 $327K
Richard C. Young & CO., LTD. 0.03% Add +0.9% 2,838 $326K
Summit Wealth Group LLC / Co. 0.03% New 2,817 $324K
Versant Capital Management, Inc 0.03% Add +10.1% 2,815 $324K
Marble Harbor Investment Counsel, LLC 0.03% No change 2,800 $322K
PFG Private Wealth Management, LLC 0.14% Add +17.1% 2,797 $322K
Cary Street Partners Investment Advisory LLC 0.08% Reduce -30.1% 2,786 $320K
JRM Investment Counsel, LLC 0.09% Reduce -5.7% 2,786 $320K
Astoria Portfolio Advisors LLC. 0.07% No change 2,659 $320K
MASTERINVEST Kapitalanlage GmbH 0.03% Reduce -59.4% 2,781 $320K
Glass Jacobson Investment Advisors llc 0.11% Reduce -3.9% 2,770 $319K
VeraBank, N.A. 0.06% Add +1.8% 2,767 $318K
Maltin Wealth Management, Inc. 0.12% Add +37.4% 2,757 $317K
Cove Private Wealth, LLC 0.07% Add +0.9% 2,757 $317K
E Fund Management Co., Ltd. 0.01% — 2,755 $317K
Capital Advisors, Ltd. LLC 0.04% Reduce -1.0% 2,745 $316K
Pennington Partners & Co., LLC 0.11% Add +21.4% 2,720 $313K
Romano Brothers and Company 0.04% Reduce -4.6% 2,717 $312K
Invst, LLC 0.04% Reduce -61.5% 2,710 $312K
Secure Asset Management, LLC 0.05% Add +12.5% 2,704 $311K
Lazard Freres Gestion S.A.S. 0.01% New 2,702 $310K
Evansbrook LLC 0.21% Add +4.7% 2,695 $310K
Walser Wealth Management Company, A Ltd Liability Co 0.14% Add +31.4% 2,691 $309K
Trust Point Inc. 0.03% Reduce -17.4% 2,690 $309K
Tactive Advisors, LLC 0.09% Add +47.4% 2,684 $309K
James J. Burns & Company, LLC 0.04% Add +0.8% 2,677 $308K
Silverlake Wealth Management LLC 0.06% Reduce -6.6% 2,676 $308K
Enterprise Financial Services Corp 0.16% Add +1.8% 2,674 $307K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 2,668 $307K
Cornerstone National Bank & Trust Co 0.11% Reduce -73.8% 2,682 $307K
Simplicity Wealth,LLC 0.02% Add +25.3% 2,659 $306K
McAdam, LLC 0.01% Add +1.1% 2,652 $305K
Bison Wealth, LLC 0.03% Reduce -6.7% 2,549 $305K
First Growth Capital LLC 0.28% Add +0.1% 2,667 $305K
First Horizon Corp. 0.01% Add +3.4% 2,625 $302K
AlphaGrep UK Ltd 0.09% New 2,621 $301K
South Shore Capital Advisors 0.22% Reduce -19.9% 2,618 $301K
Perpetual Ltd 0.00% Add +13.0% 2,610 $300K
Keel Point, LLC 0.02% Reduce -46.3% 2,610 $300K
Tower Bridge Advisors 0.03% No change 2,609 $300K
Aft, Forsyth & Sober, LLC 0.09% No change 2,600 $299K
Affinity Capital Advisors, LLC 0.04% Reduce -7.4% 2,600 $299K
Howard Capital Management, LLC 0.00% Reduce -49.0% 2,597 $299K
Sivia Capital Partners, LLC 0.06% Add +28.9% 2,593 $298K
Aspen Investment Management Inc 0.09% No change 2,591 $298K
V-Square Quantitative Management LLC 0.03% Add +29.7% 2,587 $297K
Banco BTG Pactual S.A. 0.06% New 2,585 $297K
Flatrock Wealth Partners LLC 0.13% Add +2.3% 2,581 $297K
Redhawk Wealth Advisors, Inc. 0.03% Reduce -43.8% 2,579 $297K
Berman McAleer LLC 0.04% Reduce -0.1% 2,577 $296K
Port Capital LLC 0.01% Add +5.0% 2,576 $296K
Shikiar Asset Management Inc. 0.09% Reduce -69.8% 2,578 $296K
Banque Pictet & Cie SA 0.00% Reduce -96.1% 2,573 $296K
Commerce Advisors, LLC 0.25% — 2,562 $295K
Veracity Capital LLC 0.11% Reduce -21.9% 2,557 $294K
BLB&B Advisors, LLC 0.01% Reduce -18.9% 2,555 $294K
Morton Capital Management LLC 0.04% No change 2,545 $293K
NFSG Corp 0.05% Add +9.1% 2,542 $292K
Westshore Wealth, LLC 0.10% Add +2.0% 2,537 $292K
Waddell & Associates, LLC 0.02% New 2,526 $290K
Verum Partners LLC 0.06% Add +9.2% 2,522 $290K
Breachway Investments LLC 0.28% Add +2.7% 2,535 $290K
Poehling Capital Management, INC. 0.06% Reduce -1.3% 2,509 $289K
Everhart Financial Group, Inc. 0.02% Add +53.9% 2,508 $288K
71 West Capital Partners 0.01% Add +19.1% 2,506 $288K
Grove Bank & Trust 0.03% Reduce -6.4% 2,504 $288K
Investmark Advisory Group LLC 0.12% Reduce -3.5% 2,501 $288K
Thrive Capital Management, LLC 0.06% Reduce -0.5% 2,474 $284K
Harbour Capital Advisors, LLC 0.05% Reduce -10.1% 2,179 $283K
Everett Harris & Co. 0.00% Add +1.1% 2,458 $283K
Lionshead Wealth Management, LLC 0.21% Add +1.4% 2,456 $282K
Resonant Capital Advisors, LLC 0.01% Add +1.0% 2,449 $282K
Penobscot Investment Management Company, Inc. 0.02% No change 2,439 $280K
Worth Financial Advisory Group, LLC 0.12% Reduce -95.4% 165 $280K
Defiance ETFs, LLC 0.00% New 2,430 $279K
Perennial Advisors, LLC 0.05% Add +20.3% 2,426 $279K
Reik & Co., LLC 0.08% No change 2,425 $279K
Horizon Bancorp Inc. 0.13% Add +1.3% 2,419 $278K
Bingham Private Wealth, LLC 0.22% Add +6.2% 2,417 $277K
Hardin Capital Partners, LLC 0.13% No change 2,400 $276K
First Merchants Corp. 0.01% Reduce -5.0% 2,400 $276K
Kathmere Capital Management, LLC 0.02% Reduce -65.3% 2,390 $275K
MKT Advisors LLC 0.09% Reduce -12.8% 2,435 $274K
Redwood Wealth Management Group, LLC 0.12% No change 2,385 $274K
Voya Financial Advisors, Inc. 0.03% Reduce -12.5% 2,534 $274K
Citrine Capital LLC 0.12% New 2,380 $274K
Dynasty Wealth Management, LLC 0.00% Reduce -21.8% 2,380 $274K
Roman Butler Fullerton & Co. 0.08% Add +3.9% 2,323 $273K
Cidel Asset Management Inc. 0.01% Add +32.7% 2,375 $273K
Confluence Wealth Services, Inc. 0.01% No change 2,372 $273K
Red Spruce Capital, LLC 0.11% Reduce -0.6% 2,371 $273K
CX Institutional 0.01% Reduce -41.5% 2,353 $271K
Calton & Associates, Inc. 0.04% Reduce -15.3% 2,351 $270K
Autumn Glory Partners, LLC 0.10% Add +72.8% 2,341 $269K
Simon Quick Advisors, LLC 0.01% Reduce -30.4% 2,336 $269K
Pacific Point Advisors, LLC 0.14% Add +0.4% 2,335 $269K
Vanguard Capital Wealth Advisors 0.25% Reduce -4.1% 2,333 $268K
Ostrum Asset Management 0.02% Add +60.3% 2,333 $268K
Farmers & Merchants Investments Inc. 0.01% No change 2,332 $268K
Volterra Technologies LP 0.19% Add +12.7% 2,322 $267K
Promethium Advisors,llc 0.14% No change 2,320 $267K
Advus Financial Partners, LLC 0.07% Reduce -7.2% 2,317 $266K
Trillium Asset Management, LLC 0.01% No change 2,316 $266K
TFR Capital, LLC. 0.08% Add +1.3% 2,306 $265K
Headinvest, LLC 0.05% Reduce -50.0% 2,302 $265K
Kahn Brothers Group Inc. 0.05% No change 2,300 $264K
Vista Capital Partners, Inc. 0.03% Add +0.1% 2,300 $264K
Occidental Asset Management, LLC 0.03% Reduce -9.7% 2,300 $264K
Beaumont Financial Advisors, LLC 0.02% Reduce -22.2% 2,296 $264K
LaSalle St. Investment Advisors, LLC 0.04% New 2,288 $263K
Whetstone Capital Advisors, LLC 0.10% Add +55.9% 2,284 $263K
Legacy Private Trust Co. 0.02% Reduce -4.2% 2,279 $262K
Breakwater Capital Group 0.04% Add +41.2% 2,278 $262K
Sunbeam Capital Management, LLC 0.15% Add +29.6% 2,274 $261K
Icon Wealth Advisors, LLC 0.02% Add +44.6% 2,179 $261K
Archer Investment Corp 0.06% Add +6186.1% 2,263 $260K
Carl P. Sherr & Co., LLC 0.12% No change 2,262 $260K
Marco Investment Management LLC 0.02% No change 2,256 $259K
Kestra Investment Management, LLC 0.00% Add +49.9% 2,252 $259K
Karras Company, Inc. 0.26% Add +41.8% 2,248 $258K
Meridian Wealth Management, LLC 0.01% Reduce -26.4% 2,246 $258K
Avestar Capital, LLC 0.02% Reduce -58.9% 2,246 $258K
Aire Advisors, LLC 0.05% Add +1.1% 2,244 $258K
Thompson Investment Management, Inc. 0.03% No change 2,244 $258K
Associated Banc-Corp 0.01% Add +4.7% 2,240 $258K
Nilsine Partners, LLC 0.02% Reduce -39.5% 2,136 $257K
Central Bank & Trust Co. 0.04% Reduce -14.4% 2,230 $256K
Am Investment Strategies LLC 0.06% Add +0.0% 2,224 $256K
Quilter Plc 0.00% New 2,224 $256K
Banque Cantonale Vaudoise 0.01% Add +434.2% 2,217 $255K
Reliant Investment Partners, LLC 0.21% Reduce -72.8% 2,217 $255K
Fairfield, Bush & Co. 0.14% Add +12.7% 2,214 $255K
Mattern Wealth Management LLC 0.05% Reduce -0.1% 2,212 $254K
Evermay Wealth Management LLC 0.03% No change 2,210 $254K
Cardinal Point Capital Management ULC 0.02% New 2,206 $254K
BOS Asset Management, LLC 0.07% Reduce -4.6% 2,204 $253K
Wesbanco Bank Inc. 0.01% Reduce -6.6% 2,203 $253K
Clark Asset Management, LLC 0.02% Reduce -0.5% 2,196 $253K
First Heartland Consultants, Inc. 0.02% Reduce -21.9% 2,194 $252K
Townsquare Capital LLC 0.06% Add +1.8% 2,191 $252K
Drive Wealth Management, LLC 0.05% Add +20.4% 2,189 $252K
Signet Financial Management, LLC 0.03% Reduce -5.2% 2,188 $252K
Income Insurance Ltd 0.17% No change 2,176 $250K
Smart Portfolios, LLC 0.25% No change 2,175 $250K
Cura Wealth Advisors, LLC 0.11% Reduce -13.1% 2,165 $249K
Prota Financial, LLC 0.18% Reduce -12.8% 2,165 $249K
NBZ Investment Advisors LLC 0.11% New 2,160 $248K
Pines Wealth Management, LLC 0.08% Reduce -11.7% 2,158 $248K
Kennedy Investment Group, Inc. 0.10% Reduce -4.7% 2,157 $248K
Requisite Capital Management, LLC 0.05% Reduce -0.7% 2,147 $247K
Resurgent Financial Advisors LLC 0.09% New 2,141 $246K
South Street Advisors LLC 0.04% Reduce -96.4% 2,135 $246K
Johnson Financial Group, Inc. 0.01% Reduce -10.1% 2,134 $245K
Cora Capital Advisors LLC 0.08% Add +0.5% 2,127 $245K
Berger Financial Group, Inc 0.01% Add +0.8% 2,124 $244K
Empower Advisory Group, LLC 0.00% Reduce -3.0% 2,121 $244K
Retirement Planning Group, LLC 0.01% New 2,121 $244K
Hutchinson Capital Management 0.04% Reduce -0.1% 2,107 $242K
Ballast, Inc. 0.06% No change 2,106 $242K
Outlook Wealth Advisors, LLC 0.06% No change 2,105 $242K
Bank Pictet & Cie (Europe) AG 0.01% Reduce -32.0% 2,100 $241K
Harold Davidson & Associates Inc. 0.12% Reduce -4.3% 2,097 $241K
Balboa Wealth Partners 0.04% Reduce -2.1% 2,092 $241K
Blue Trust, Inc. 0.00% Reduce -37.4% 2,092 $241K
Westpac Banking Corp. 0.02% Reduce -16.9% 2,088 $240K
Simmons Bank 0.02% New 2,082 $239K
Kapstone Financial Advisors LLC 0.12% Add +8.9% 2,081 $239K
Banque Transatlantique SA 0.01% Add +76.3% 2,080 $239K
Bar Harbor Wealth Management 0.01% Reduce -57.9% 2,076 $239K
MJP Associates Inc. 0.03% Reduce -1.7% 2,074 $238K
Alvarez & Marsal Private Wealth Partners, LLC 0.03% Reduce -9.8% 2,063 $237K
Code Waechter LLC 0.14% Reduce -0.5% 2,060 $237K
Cypress Wealth Services, LLC 0.03% Add +3.0% 2,058 $237K
Fonville Wealth Management LLC 0.04% Reduce -3.5% 2,055 $236K
Baader Bank Aktiengesellschaft 0.02% Add +3.4% 2,082 $236K
Catalyst Financial Partners LLC 0.03% Reduce -36.4% 2,053 $236K
Acorns Advisers, LLC 0.00% New 2,043 $235K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Reduce -1.0% 2,032 $234K
Corient IA LP 0.22% Reduce -18.8% 2,030 $233K
Intesa Sanpaolo Wealth Management 0.06% Reduce -41.5% 2,030 $233K
Brookwood Investment Group LLC 0.03% Reduce -5.7% 2,028 $233K
CYBER HORNET ETFs LLC 0.15% Reduce -2.5% 2,032 $232K
Walled Lake Planning & Wealth Management, LLC 0.07% Add +0.9% 2,016 $232K
PFG Advisors 0.01% Reduce -6.1% 2,015 $232K
McKinley Carter Wealth Services, Inc. 0.01% Reduce -57.9% 2,013 $231K
Rossby Financial, LCC 0.05% Add +405.0% 2,020 $231K
DV Trading LLC 0.02% Add +186.2% 2,006 $231K
Exencial Wealth Advisors, LLC 0.01% Add +17.2% 2,006 $231K
Philadelphia Trust Co. 0.02% Reduce -4.9% 2,000 $230K
Camelot Portfolios, LLC 0.17% Add +100.0% 2,000 $230K
PACK Private Wealth, LLC 0.11% No change 2,000 $230K
Searle & Co. 0.06% No change 2,000 $230K
Manchester Capital Management LLC 0.03% Reduce -5.0% 2,000 $230K
Alaska Wealth Advisors, LLC 0.03% No change 2,000 $230K
Quinn Opportunity Partners LLC 0.01% New 2,000 $230K
W Advisors, LLC 0.12% No change 1,998 $230K
Aletheian Wealth Advisors LLC 0.11% — 1,998 $230K
SC&H Financial Advisors, Inc. 0.03% Reduce -2.0% 1,996 $230K
Headland Capital, LLC 0.06% Reduce -0.3% 1,994 $229K
Traphagen Investment Advisors LLC 0.02% Reduce -12.0% 1,994 $229K
Diversified Management Inc. 0.04% New 1,991 $229K
Howard Financial Services, LTD. 0.03% Reduce -22.6% 1,989 $229K
Western Reserve Capital Management, LLC 0.19% No change 1,985 $228K
Coquina Private Wealth LLC 0.18% Add +1.0% 1,983 $228K
LFA - Lugano Financial Advisors SA 0.12% No change 2,000 $228K
Fortress Private Ledger, LLC 0.07% Reduce -74.6% 1,981 $228K
Flagship Wealth Advisors, LLC 0.10% Reduce -37.8% 1,522 $228K
Alpha Family Trust 0.11% New 1,965 $226K
Silver Oak Securities, Incorporated 0.02% Reduce -15.9% 1,963 $226K
JTC Employer Solutions Trustee Ltd 0.02% No change 1,960 $225K
Patten & Patten Inc. 0.01% Reduce -22.0% 1,955 $225K
Hoxton Planning & Management, LLC 0.07% Add +16.1% 1,951 $224K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% Reduce -19.5% 1,947 $224K
Gagnon Securities LLC 0.05% Add +31.5% 1,940 $223K
Kesler, Norman & Wride, LLC 0.04% Reduce -38.8% 1,936 $223K
CDKV Holdings LLC 0.20% Reduce -38.4% 1,935 $222K
Hancock Whitney Corp. 0.00% Reduce -2.8% 1,925 $222K
Rise Advisors, LLC 0.08% Reduce -16.8% 1,937 $221K
Biltmore Family Office, LLC 0.03% No change 1,917 $220K
Pegasus Asset Management, Inc. 0.07% Reduce -0.5% 1,905 $219K
Park Place Capital Corp 0.04% Add +14.8% 1,905 $219K
Ankerstar Wealth, LLC 0.23% Reduce -29.0% 1,903 $219K
Riversedge Advisors, LLC 0.04% Reduce -16.8% 1,903 $219K
Shufro Rose & Co. LLC 0.01% Reduce -3.1% 1,900 $218K
Balance Wealth Partners LLC 0.07% Add +25.9% 1,894 $218K
Hopwood Financial Services, Inc. 0.15% Reduce -6.9% 1,890 $217K
Kanawha Capital Management LLC 0.02% New 1,890 $217K
GHP Investment Advisors, Inc. 0.01% Add +4.4% 1,888 $217K
Beckerman Institutional, LLC 0.11% No change 1,881 $216K
Lincoln Capital Corp. 0.08% Reduce -3.3% 1,879 $216K
Wealth Advisory Solutions, LLC 0.05% Add +34.0% 1,878 $216K
Bellecapital International Ltd. 0.04% Reduce -3.9% 1,875 $216K
Drucker Wealth 3.0, LLC 0.04% Add +8.7% 1,866 $215K
Meiji Yasuda Life Insurance Co 0.01% New 1,856 $213K
Selective Wealth Management, Inc. 0.06% Reduce -2.9% 1,755 $210K
Canvas Wealth Advisors, LLC 0.04% Add +24.1% 1,821 $209K
Mill Creek Capital Advisors, LLC 0.00% Add +1.9% 1,819 $209K
JNBA Financial Advisors 0.02% Reduce -2.3% 1,813 $208K
Advocate Investing Services LLC 0.18% No change 1,812 $208K
Zacks Investment Management 0.00% Reduce -47.6% 1,806 $208K
Perissos Private Wealth Management, LLC 0.18% Add +1.1% 1,793 $206K
LRT Capital Management, LLC 0.19% Reduce -49.0% 1,792 $206K
FreeGulliver LLC 0.09% Add +34.7% 1,785 $205K
Tufton Capital Management 0.04% Reduce -4.0% 1,784 $205K
Alpha Financial Partners LLC 0.12% Add +24.2% 1,781 $205K
Goldenstone Wealth Management LLC 0.15% Reduce -5.1% 1,779 $205K
Benin Management CORP 0.05% No change 1,776 $204K
Wolff Financial Management LLC 0.05% No change 1,775 $204K
Millennium Capital Advisors, LLC 0.13% Reduce -36.6% 1,775 $204K
Caerus Investment Advisors, LLC 0.09% New 1,771 $204K
Ramirez Asset Management, Inc. 0.02% Reduce -22.1% 1,766 $203K
Blue Chip Partners, LLC 0.01% Reduce -0.9% 1,765 $203K
Invictus Private Wealth, LLC 0.01% Reduce -13.0% 1,757 $202K
Buffalo Business & Estate Services Ltd. 0.03% Reduce -28.5% 1,754 $202K
Accredited Investors Inc. 0.01% No change 1,753 $202K
Farmers National Bank 0.04% Reduce -3.0% 1,751 $201K
Delta Financial Advisors LLC 0.05% No change 1,748 $201K
Portside Wealth Group, LLC 0.03% Add +9.9% 1,748 $201K
NLB Skladi, upravljanje premozenja, d.o.o. 0.01% Reduce -77.6% 1,748 $201K
Hayek Kallen Investment Management 0.07% New 1,750 $201K
Oak Ridge Investments LLC 0.01% Reduce -7.5% 1,744 $201K
Grey Ledge Advisors, LLC 0.05% Reduce -7.5% 1,740 $200K
Indivisible Partners 0.02% New 1,739 $200K
Midway Capital Research & Management 0.19% Add +6.1% 1,733 $199K
Greykasell Wealth Strategies, Inc. 0.08% Add +4.9% 1,721 $198K
Landmark Investment Partners, L.P. 0.20% Reduce -74.9% 1,698 $195K
Strategic Investment Solutions, Inc. 0.05% Reduce -3.0% 1,688 $194K
Indiana Trust & Investment Management Co 0.06% No change 1,668 $192K
Community Financial Services Group, LLC 0.03% Reduce -23.4% 1,633 $187K
Washington Trust Advisors, Inc. 0.02% Add +167.1% 1,621 $186K
Opal Wealth Advisors, LLC 0.04% New 1,603 $184K
City State Bank 0.05% Add +28.3% 1,600 $184K
Keating Financial Advisory Services, Inc. 0.03% Reduce -65.5% 1,599 $184K
Quent Capital, LLC 0.01% Reduce -13.5% 1,541 $177K
Acropolis Investment Management, LLC 0.01% New 1,530 $176K
IMA Advisory Services, Inc. 0.02% Add +55.0% 1,517 $174K
Twin Peaks Wealth Advisors, LLC 0.04% New 1,510 $174K
Evelyn Partners Asset Management Ltd 0.04% No change 1,503 $173K
ESL Trust Services, LLC 0.03% No change 1,500 $172K
Private Wealth Asset Management, LLC 0.02% Add +71.3% 1,483 $171K
Sound Income Strategies, LLC 0.01% Add +19.7% 1,487 $170K
Y.D. More Investments Ltd 0.01% Reduce -2.7% 1,928 $165K
Pinnacle Bancorp, Inc. 0.05% Add +18.0% 1,435 $165K
Battery Global Advisors, LLC 0.09% Reduce -1.1% 1,406 $162K
Global Trust Asset Management, LLC 0.06% No change 1,385 $159K
Financial Consulate, Inc. 0.02% Add +0.7% 1,349 $155K
Stelac Advisory Services LLC 0.03% Add +10.1% 1,346 $155K
Sava Infond d.o.o. 0.02% No change 1,340 $154K
Capula Management Ltd 0.00% Add +204.4% 1,312 $151K
Innovative Asset Advisors Group, LLC 0.09% — 1,305 $150K
Smallwood Wealth Investment Management, LLC 0.08% Add +0.3% 1,302 $150K
Cromwell Holdings LLC 0.08% Reduce -37.5% 1,288 $148K
Southern Michigan Bank & Trust 0.06% — 1,281 $147K
MCF Advisors LLC 0.01% Reduce -2.1% 1,267 $146K
Dakota Community Bank & Trust NA 0.49% Reduce -0.5% 1,255 $144K
Western Pacific Wealth Management, LP 0.14% No change 1,233 $142K
CVA Family Office, LLC 0.01% Reduce -7.2% 1,222 $141K
Tompkins Financial Corp. 0.01% New 1,206 $139K
Security National Bank 0.02% Reduce -97.6% 1,196 $138K
Central Pacific Bank - Trust Division 0.02% New 1,172 $135K
Zions Bancorporation, National Association 0.01% Reduce -73.3% 1,132 $130K
Lavaca Capital LLC 0.02% Add +1.1% 1,129 $130K
Vestor Capital, LLC 0.01% Reduce -99.6% 1,091 $125K
Monetary Management Group Inc. 0.03% No change 1,075 $124K
Physician Wealth Advisors, Inc. 0.02% Reduce -5.4% 1,067 $123K
Delta Asset Management LLC 0.01% No change 1,065 $122K
Noble Wealth Management PBC 0.06% Add +530.2% 1,065 $122K
NBT Bank, N.A. 0.01% Reduce -23.4% 1,007 $116K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 1,000 $115K
Bravera Wealth 0.05% Add +45.7% 988 $114K
Himension Capital (singapore) Pte. LTD. 0.01% New 986 $113K
SHP Wealth Management 0.01% Add +5.7% 978 $112K
Aventura Private Wealth, LLC 0.04% No change 971 $112K
Chilton Capital Management LLC 0.00% Add +17.5% 952 $109K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% No change 940 $108K
Bayban 0.09% No change 922 $106K
MTM Investment Management, LLC 0.03% No change 909 $105K
Main Street Group, LTD 0.03% New 897 $103K
Davis Capital Management 0.07% No change 887 $102K
Fortis Group Advisors, LLC 0.02% New 879 $101K
Foster Dykema Cabot & Partners, LLC 0.01% No change 856 $98K
Gold Investment Management Ltd. 0.03% No change 850 $98K
Fortitude Family Office, LLC 0.02% Reduce -30.5% 808 $93K
Orion Capital Management LLC 0.03% No change 800 $92K
First Command Advisory Services, Inc. 0.00% Add +24.7% 798 $92K
Plante Moran Financial Advisors, LLC 0.01% Reduce -0.4% 765 $88K
J.Safra Asset Management Corp 0.00% Add +1.1% 758 $87K
Cetera Trust Company, N.A 0.05% No change 750 $86K
Dagco, Inc. 0.02% No change 750 $86K
High Note Wealth, LLC 0.02% Add +15.9% 736 $85K
Asset Dedication, LLC 0.01% Reduce -2.6% 735 $85K
Centennial Bank 0.03% Reduce -13.0% 725 $83K
Tanglewood Legacy Advisors, LLC 0.03% Add +1.1% 719 $83K
City Holding Co. 0.01% No change 712 $82K
SJS Investment Consulting Inc. 0.01% Add +15.1% 711 $82K
Atlantic Private Wealth, LLC 0.05% Reduce -6.7% 700 $80K
Wolverine Asset Management LLC 0.00% No change 700 $80K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 700 $80K
McIlrath & Eck, LLC 0.01% Reduce -6.4% 657 $76K
Pingora Partners LLC 0.04% No change 650 $75K
Center for Financial Planning, Inc. 0.01% No change 640 $74K
1015 Capital Partners, LLC 0.07% Reduce -0.9% 638 $73K
Trust Co 0.01% Add +13.3% 638 $73K
Bank of New Hampshire 0.02% No change 635 $73K
Steigerwald, Gordon & Koch Inc. 0.01% Add +39.4% 633 $73K
Chesapeake Asset Management LLC 0.06% Add +29.9% 630 $72K
Harbor Asset Planning, Inc. 0.06% No change 628 $72K
Clearstead Trust, LLC 0.01% No change 614 $71K
Proathlete Wealth Management LLC 0.02% Reduce -55.5% 610 $70K
Measured Wealth Private Client Group, LLC 0.02% Reduce -62.3% 604 $69K
MV Capital Management, Inc. 0.01% Reduce -9.6% 602 $69K
Silicon Valley Capital Partners 0.01% Add +2.2% 602 $69K
Centerpoint Advisors, LLC 0.02% No change 600 $69K
Osbon Capital Management LLC 0.06% Add +0.2% 600 $69K
Oakworth Capital, Inc. 0.00% Add +531.9% 594 $68K
Nalls Sherbakoff Group, LLC 0.05% No change 589 $68K
Crews Bank & Trust 0.01% Reduce -4.2% 574 $66K
True Link Financial Advisors, LLC 0.00% New 573 $66K
Basecamp Wealth Advisors LLC 0.01% Reduce -6.4% 569 $65K
United Financial Planning Group LLC 0.04% No change 560 $64K
Financial Perspectives, Inc 0.02% No change 560 $64K
Salomon & Ludwin, LLC 0.01% Add +23.6% 566 $64K
Blue Bell Private Wealth Management, LLC 0.01% No change 551 $63K
LGT Financial Advisors LLC 0.32% New 550 $63K
Wolff Wiese Magana LLC 0.03% Add +20.0% 541 $62K
Independence Bank of Kentucky 0.01% Reduce -74.0% 534 $61K
Nemes Rush Group LLC 0.01% Reduce -0.8% 529 $61K
Bank & Trust Co 0.04% Add +16.1% 525 $60K
Root Financial Partners, LLC 0.00% Reduce -22.3% 525 $60K
Bard Associates Inc. 0.01% Add +4.0% 520 $60K
Hazlett, Burt & Watson, Inc. 0.02% Reduce -81.0% 520 $59K
Vanguard National Trust Co 0.00% — 512 $59K
Fourth Dimension Wealth, LLC 0.02% No change 500 $57K
Front Row Advisors LLC 0.02% New 500 $57K
Wall Street Financial Group, Inc. 0.03% New 497 $57K
Covestor Ltd 0.04% Reduce -56.4% 498 $57K
Millstone Evans Group, LLC 0.03% Reduce -39.8% 492 $57K
Godfrey Financial Associates, Inc. 0.05% Reduce -1.0% 485 $56K
PFS Partners, LLC 0.03% Add +0.6% 479 $55K
Essential Partners LLC 0.02% Add +251.5% 471 $54K
Rosenberg Matthew Hamilton 0.01% No change 457 $53K
Bfsg, LLC 0.00% No change 446 $51K
GW&K Investment Management, LLC 0.00% Reduce -2.9% 438 $50K
Creative Financial Designs Inc. 0.00% Reduce -1.2% 416 $48K
Bruce G. Allen Investments, LLC 0.03% Reduce -31.1% 412 $47K
Tower View Wealth Management LLC 0.02% Add +1.2% 412 $47K
Owl Creek Wealth Partners LLC 0.02% — 403 $46K
BOK Financial Private Wealth, Inc. 0.00% No change 400 $46K
Oslo Pensjonsforsikring AS 0.01% — 389 $45K
Murphy & Mullick Capital Management Corp 0.03% Reduce -13.4% 386 $44K
First Financial Corp. 0.02% Reduce -15.7% 380 $44K
Vanguard Advisers Inc. 0.00% — 378 $43K
Horizon Financial Services, LLC 0.02% No change 366 $42K
Core Alternative Capital 0.01% Reduce -46.1% 363 $42K
United Community Bank 0.01% Add +3.8% 356 $41K
Steph & Co. 0.01% Add +8.6% 352 $40K
Citizens National Bank Trust Department 0.01% No change 352 $40K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Reduce -9.7% 352 $40K
Addison Advisors LLC 0.01% Reduce -11.6% 344 $40K
Beaird Harris Wealth Management, LLC 0.00% Reduce -20.6% 343 $39K
Wealth Enhancement Trust Services, Inc. 0.00% Reduce -31.6% 335 $39K
Roble, Belko & Company, Inc 0.00% Reduce -93.7% 329 $38K
Private Wealth Management Group, LLC 0.01% Add +4.5% 323 $37K
DHJJ Financial Advisors, Ltd. 0.01% No change 322 $37K
Evolution Wealth Management Inc. 0.03% No change 318 $37K
PlanVest Financial, Inc 0.03% — 317 $36K
Silvant Capital Management LLC 0.00% No change 315 $36K
Barrett & Company, Inc. 0.01% Reduce -7.7% 300 $34K
Cheviot Value Management, LLC 0.00% No change 300 $34K
Stone House Investment Management, LLC 0.01% Reduce -10.0% 297 $34K
Richardson Financial Services Inc. 0.02% Add +52.6% 290 $33K
Prosperity Bancshares Inc 0.03% Add +14250.0% 287 $33K
Sankala Group LLC 0.03% No change 294 $32K
Wilkerson Advisory Group LLC 0.01% Add +105.9% 280 $32K
Hartford Financial Management Inc. 0.01% Add +13.9% 278 $32K
Rexford Capital Inc. 0.02% No change 277 $32K
WPG Advisers, LLC 0.02% Reduce -9.2% 268 $31K
Timothy G. Youngquist 2020 Irrevocable Trust 0.02% New 268 $31K
Kemnay Advisory Services Inc. 0.00% Reduce -10.0% 262 $30K
Tsfg, LLC 0.00% No change 262 $30K
Vision Financial Markets LLC 0.03% Add +1.2% 261 $30K
Kelleher Financial Advisors 0.01% No change 200 $30K
Bell Investment Advisors, Inc 0.00% Reduce -23.8% 256 $29K
1248 Management, LLC 0.01% Reduce -92.4% 241 $28K
Transamerica Financial Advisors, LLC 0.00% Add +92.0% 240 $28K
Advantage Trust Co 0.01% No change 230 $26K
Webster Bank, N. A. 0.00% Reduce -48.8% 225 $26K
Mountain Hill Investment Partners Corp. 0.01% Add +120.0% 220 $25K
JPL Wealth Management, LLC 0.01% New 215 $25K
Entrust Financial LLC 0.02% Add +0.9% 212 $24K
Knott David M Jr 0.01% No change 210 $24K
True Wealth Design, LLC 0.01% Add +222.2% 203 $23K
Ascentis Wealth Management, LLC 0.00% Add +40.3% 202 $23K
Chung Wu Investment Group, LLC 0.02% Reduce -86.6% 200 $23K
Comprehensive Financial Planning, Inc. 0.02% Reduce -13.8% 200 $23K
Scarborough Advisors, LLC 0.00% No change 200 $23K
TFC Financial Management, Inc. 0.00% Reduce -2.0% 194 $22K
Napier Financial, LLC 0.00% New 187 $22K
Synergy Investment Management, LLC 0.01% New 185 $21K
Bayforest Capital Ltd 0.02% New 185 $21K
Frazier Financial Advisors, LLC 0.01% New 183 $21K
Ares Financial Consulting, LLC 0.02% No change 184 $21K
Boreal Capital Management LLC 0.02% Add +0.0% 1 $21K
West Financial Advisors, LLC 0.00% No change 176 $20K
RMG Wealth Management LLC 0.00% No change 165 $20K
Cornerstone Planning Group LLC 0.00% Add +15.9% 160 $20K
LM Advisors LLC 0.11% Add +133.1% 2,231 $19K
SWAN Capital LLC 0.01% Add +125.0% 162 $19K
CGC Financial Services, LLC 0.01% Reduce -67.3% 162 $19K
2UniFi Bank 0.01% New 156 $18K
Raffa Wealth Management, LLC 0.00% Add +0.7% 156 $18K
REAP Financial Group, LLC 0.00% No change 151 $17K
Roxbury Financial LLC 0.02% Reduce -0.7% 150 $17K
Bay Harbor Wealth Management, LLC 0.00% Reduce -3.9% 149 $17K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -46.8% 148 $17K
Elevation Wealth Partners, LLC 0.01% New 146 $17K
Kilter Group LLC 0.01% Add +20.2% 143 $16K
Valued Wealth Advisors LLC 0.01% Add +12.7% 142 $16K
Phillip James Consulting Co. 0.01% No change 143 $16K
Signature Equity Partners, LLC 0.01% Reduce -8.1% 136 $16K
Acumen Wealth Advisors, LLC 0.00% No change 134 $15K
N.E.W. Advisory Services LLC 0.00% Add +98.5% 131 $15K
Swiss Re Ltd. 0.09% No change 129 $15K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -0.8% 129 $15K
Meeder Asset Management Inc. 0.00% Reduce -20.1% 127 $15K
Protective Life Corp. 0.05% New 125 $14K
Summit Securities Group LLC 0.01% Reduce -88.8% 123 $14K
Ulland Investment Advisors, LLC 0.01% No change 124 $14K
Harvest Fund Management Co., Ltd 0.00% Reduce -97.3% 124 $14K
Abound Wealth Management 0.00% Reduce -10.5% 119 $14K
Tidemark, LLC 0.00% Add +19.0% 119 $14K
DT Investment Partners, LLC 0.00% Add +52.6% 116 $13K
Jackson, Grant Investment Advisers, Inc. 0.00% Add +0.9% 115 $13K
Highline Wealth Partners LLC 0.00% Reduce -40.3% 114 $13K
Hughes Financial Services, LLC 0.00% Add +8.6% 114 $13K
MPWM Advisory Solutions, LLC 0.01% No change 106 $12K
GGM Financial LLC 0.01% Add +1.0% 104 $12K
Dogwood Wealth Management LLC 0.01% Reduce -33.8% 104 $12K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 100 $11K
Tradewinds Capital Management, LLC 0.00% No change 100 $11K
IAG Wealth Partners, LLC 0.00% No change 100 $11K
Strive Financial Group ,LLC 0.01% No change 92 $11K
Winch Advisory Services, LLC 0.00% No change 95 $11K
Lloyd Advisory Services, LLC. 0.00% Reduce -8.7% 94 $11K
Kingdom Financial Group LLC. 0.00% Add +1.1% 94 $11K
Provenance Wealth Advisors, LLC 0.00% No change 90 $10K
Kentucky Trust Co 0.01% No change 87 $10K
Mascoma Wealth Management LLC 0.00% Add +13.0% 87 $10K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -80.1% 90 $10K
Avion Wealth 0.00% Reduce -20.2% 91 $10K
Bollard Group LLC 0.00% New 87 $10K
Fairman Group, LLC 0.01% New 80 $9K
Prestige Wealth Management Group LLC 0.00% Add +110.8% 78 $9K
E Fund Management (Hong Kong) Co., Ltd. 0.00% Add +1460.0% 78 $9K
Hickory Point Bank & Trust 0.01% New 75 $9K
Bangor Savings Bank 0.00% Add +33.9% 75 $9K
WHI TRUST Co LLC 0.01% No change 70 $8K
Toth Financial Advisory Corp. 0.00% Add +6300.0% 64 $7K
Penserra Capital Management LLC 0.00% No change 66 $7K
University of Texas/Texas Am Investment Management Co. 0.00% No change 57 $7K
CFG Wealth Management Services, Inc. 0.01% No change 55 $6K
Virginia Estate & Retirement Planning Advisors Inc. 0.01% — 54 $6K
S&T Bank 0.00% Add +74.2% 54 $6K
Sachetta, LLC 0.00% Reduce -47.5% 53 $6K
Monetary Solutions, Ltd 0.01% No change 50 $6K
Redwood Park Advisors LLC 0.00% No change 50 $6K
Vermillion Wealth Management, Inc. 0.00% New 48 $6K
HFM Investment Advisors, LLC 0.00% Reduce -11.3% 47 $5K
Syntax Research, Inc. 0.00% No change 45 $5K
TD Capital Management LLC 0.00% Add +114.3% 45 $5K
Sfam, LLC 0.00% No change 44 $5K
Portus Wealth Advisors, LLC 0.00% New 37 $4K
Principia Wealth Advisory, LLC 0.00% Reduce -11.9% 37 $4K
Wealth Preservation Advisors, LLC 0.00% Reduce -82.1% 36 $4K
1 North Wealth Services LLC 0.00% Reduce -83.7% 36 $4K
Bare Financial Services, Inc 0.00% Add +350.0% 36 $4K
IMG Wealth Management, Inc. 0.00% Reduce -2.8% 35 $4K
American Capital Advisory, LLC 0.00% Add +32.0% 33 $4K
Nvwm, LLC 0.00% Reduce -37.7% 33 $4K
Intentional Wealth Strategies, LLC 0.00% — 29 $3K
Pinney & Scofield, Inc. 0.00% New 29 $3K
Pacific Center for Financial Services 0.00% No change 29 $3K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 28 $3K
Cranbrook Wealth Management, LLC 0.00% No change 27 $3K
Corsicana & Co. 0.00% New 22 $3K
Miller Global Investments, LLC 0.00% New 25 $3K
WestEnd Advisors, LLC 0.00% No change 24 $3K
Cornerstone Financial Management LLC 0.00% Reduce -58.9% 23 $3K
Key Capital Management, INC 0.00% New 23 $3K
Walsh & Associates, LLC 0.00% Add +15.8% 22 $3K
HighMark Wealth Management LLC 0.00% Add +53.9% 20 $2K
Capital & Planning, LLC 0.00% New 20 $2K
POM Investment Strategies, LLC 0.00% No change 19 $2K
Granite FO LLC 0.00% No change 18 $2K
Purpose Unlimited Inc. 0.00% No change 18 $2K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -84.1% 17 $2K
Global Wealth Strategies & Associates 0.00% New 17 $2K
PayPay Securities Corp 0.07% Reduce -28.6% 15 $2K
CrossGen Wealth, LLC 0.00% No change 15 $2K
Burk Holdings LLC 0.00% New 15 $2K
TopTier Wealth Management, LLC 0.00% New 12 $1K
Quaker Wealth Management, LLC 0.00% Reduce -40.0% 12 $1K
Elequin Capital, LP 0.00% New 12 $1K
Clayton Financial Group LLC 0.00% Reduce -70.3% 11 $1K
Clark Wealth Partners 0.00% Reduce -84.1% 10 $1K
Signature Resources Capital Management, LLC 0.00% Add +100.0% 10 $1K
Aspect Partners, LLC 0.00% Reduce -16.7% 10 $1K
Elevated Capital Advisors, LLC 0.00% No change 7 $805
DecisionPoint Financial, LLC 0.00% No change 7 $805
Seneschal Advisors, LLC 0.00% No change 4 $460
Retirement Wealth Solutions LLC 0.00% No change 4 $460
Palladiem, LLC 0.00% Reduce -98.5% 3 $355
Dunhill Financial, LLC 0.00% Add +100.0% 2 $288
McGuire Capital Advisors Inc. 0.00% No change 2 $246
ROSS\JOHNSON & Associates LLC 0.00% Reduce -60.0% 2 $230
3 Factor Indexing, LLC 0.00% — 2 $230
Rialto Wealth Management, LLC 0.00% Reduce -66.7% 2 $230
West Branch Capital LLC 0.00% No change 1 $115
Richard W. Paul & Associates, LLC 0.00% No change 1 $115
Curio Wealth, LLC 0.00% New 1 $115

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